SELECT SECTOR SPDR TRUST - XLC
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 | 43,944,429 | 4,871,679 | 0.36% | 0.38% | 1 | -959,825 | -2.14% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,614,395 | 1,253,890 | 0.08% | 0.08% | 2 | +1,011,618 | 9.54% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 7,699,116 | 853,524 | 0.05% | 0.06% | 3 | -200,972 | -2.54% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,591,604 | 841,605 | 0.16% | 0.16% | 4 | +100,246 | 1.34% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 7,195,735 | 797,719 | 0.12% | 0.07% | 5 | +3,307,195 | 85.05% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,557,442 | 726,957 | 0.19% | 0.23% | 6 | +107,388 | 1.66% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,692,301 | 631,048 | 0.19% | 0.21% | 7 | -76,177 | -1.32% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 4,858,161 | 538,575 | 0.6% | 0.66% | 8 | -80,133 | -1.62% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 4,618,045 | 511,956 | 0.14% | 0.17% | 9 | -627,390 | -11.96% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,532,370 | 502,459 | 0.09% | 0.03% | 10 | +2,990,896 | 194.03% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,711,386 | 411,444 | 1.02% | 0.9% | 11 | +360,426 | 10.76% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,443,407 | 406,341 | 0.09% | 0.1% | 12 | -477,989 | -12.19% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,501,759 | 388,204 | 0.52% | 0.55% | 13 | -9,012 | -0.26% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,755,376 | 359,118 | 0.17% | 0.09% | 14 | +119,389 | 7.3% | Q1 2026 | May 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 3,170,335 | 351,463 | 3.85% | 4.53% | 15 | -162,185 | -4.87% | Q1 2026 | Apr 29, 2026 |
| WestEnd Advisors, LLC | History | Added to | 2,838,788 | 314,711 | 7.6% | 7.64% | 16 | +53,051 | 1.9% | Q1 2026 | Apr 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 2,755,184 | 305,439 | 2.65% | 2.82% | 17 | -36,100 | -1.29% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 2,303,078 | 255,319 | 0.06% | 0.12% | 18 | -2,088,986 | -47.56% | Q1 2026 | May 14, 2026 |
| Main Management ETF Advisors, LLC | History | Reduced | 2,294,415 | 254,359 | 9.49% | 13.11% | 19 | -829,608 | -26.56% | Q1 2026 | May 14, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 1,842 | 204,204 | 2.29% | 2.15% | 20 | -47 | -2.49% | Q1 2026 | Apr 27, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,736,162 | 192,470 | 0.19% | 0.0% | 21 | +1,722,062 | 12213.21% | Q1 2026 | May 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 1,681,039 | 186,359 | 0.99% | 1.03% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,646,421 | 182,522 | 2.85% | 2.72% | 23 | +82,320 | 5.26% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,637,965 | 181,584 | 0.02% | 0.02% | 24 | +307,884 | 23.15% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,619,200 | 179,504 | 0.02% | 0.02% | 25 | +723,300 | 80.73% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,600,475 | 177,428 | 0.02% | 0.02% | 26 | +50,963 | 3.29% | Q1 2026 | May 15, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 1,415,825 | 156,958 | 0.74% | 0.79% | 27 | -4,000 | -0.28% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,367,573 | 151,609 | 0.02% | 0.04% | 28 | -1,045,819 | -43.33% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,359,546 | 150,719 | 0.0% | 0.0% | 29 | -166,596 | -10.92% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,359,079 | 150,673 | 0.22% | 0.22% | 30 | +90,763 | 7.16% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,264,131 | 140,141 | 1.74% | 1.81% | 31 | +89,845 | 7.65% | Q1 2026 | May 11, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 1,142,583 | 126,666 | 4.1% | 4.27% | 32 | +2,281 | 0.2% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 987,357 | 109,458 | 0.07% | 0.06% | 33 | +10,581 | 1.08% | Q1 2026 | May 15, 2026 |
| Main Management Fund Advisors LLC | History | Added to | 2,181,200 | 107,686 | 9.04% | 9.94% | 34 | +1,254,700 | 135.42% | Q1 2026 | May 14, 2026 |
| J.Safra Asset Management Corp | History | Added to | 892,374 | 98,928 | 5.33% | 5.32% | 35 | +30,873 | 3.58% | Q1 2026 | May 04, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 871,057 | 96,565 | 0.43% | 0.48% | 36 | -61,204 | -6.57% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 857,135 | 95,021 | 0.01% | 0.01% | 37 | +327,726 | 61.9% | Q1 2026 | May 14, 2026 |
| SRB CORP | History | No change | 800,774 | 88,773 | 5.45% | 5.17% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 745,012 | 82,592 | 0.09% | 0.09% | 39 | +41,038 | 5.83% | Q1 2026 | May 13, 2026 |
| Main Management LLC | History | Reduced | 706,812 | 78,357 | 5.7% | 7.66% | 40 | -197,700 | -21.86% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 705,184 | 78,177 | 0.07% | 0.08% | 41 | -12,062 | -1.68% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 700,795 | 77,690 | 1.14% | 1.08% | 42 | +96,239 | 15.92% | Q1 2026 | Apr 17, 2026 |
| Phoenix Financial Ltd. | History | No change | 685,352 | 75,995 | 0.72% | 0.87% | 43 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Added to | 647,835 | 71,818 | 0.0% | 0.0% | 44 | +165,527 | 34.32% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 640,620 | 71,019 | 1.97% | 1.51% | 45 | +104,422 | 19.47% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 639,439 | 70,888 | 0.19% | 0.17% | 46 | +103,184 | 19.24% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 612,929 | 67,949 | 0.02% | 0.02% | 47 | -8,826 | -1.42% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 599,400 | 66,449 | 0.01% | 0.01% | 48 | -177,627 | -22.86% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 562,500 | 62,358 | 0.36% | — | 49 | +562,500 | New | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 544,132 | 60,322 | 0.93% | 1.04% | 50 | +8,526 | 1.59% | Q1 2026 | May 11, 2026 |
| ALPS ADVISORS INC | History | Added to | 516,116 | 57,216 | 0.27% | 0.31% | 51 | +62,252 | 13.72% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 497,968 | 55,204 | 1.83% | 2.01% | 52 | -35,018 | -6.57% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | New | 493,441 | 54,702 | 0.2% | — | 53 | +493,441 | New | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 491,217 | 54,456 | 2.35% | 1.9% | 54 | +104,165 | 26.91% | Q1 2026 | May 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 484,524 | 53,714 | 3.93% | 4.08% | 55 | +6,637 | 1.39% | Q1 2026 | Apr 23, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 458,927 | 50,876 | 3.33% | 3.52% | 56 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 454,930 | 50,433 | 0.02% | 0.02% | 57 | +44,295 | 10.79% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 447,485 | 49,608 | 0.1% | 0.12% | 58 | -39,446 | -8.1% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 431,285 | 47,812 | 0.08% | 0.1% | 59 | -21,529 | -4.75% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 431,122 | 47,794 | 0.05% | 0.05% | 60 | +6,862 | 1.62% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 414,335 | 45,928 | 0.09% | 0.1% | 61 | -76,132 | -15.52% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 408,952 | 45,336 | 0.62% | 0.04% | 62 | +388,153 | 1866.21% | Q1 2026 | May 12, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 399,100 | 44,244 | 0.27% | 0.3% | 63 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 393,110 | 43,580 | 0.88% | 0.89% | 64 | +17,947 | 4.78% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 385,740 | 42,763 | 0.49% | 0.6% | 65 | -30,186 | -7.26% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 355,048 | 39,360 | 0.11% | 0.15% | 66 | -151,780 | -29.95% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 349,197 | 38,711 | 0.06% | 0.12% | 67 | -295,557 | -45.84% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 339,398 | 37,621 | 0.07% | 0.08% | 68 | -13,436 | -3.81% | Q1 2026 | May 14, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 335,477 | 37,193 | 1.08% | 2.32% | 69 | -334,612 | -49.94% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 331,740 | 36,776 | 0.17% | 0.11% | 70 | +132,182 | 66.24% | Q1 2026 | Apr 24, 2026 |
| Advisory Alpha, LLC | History | Reduced | 330,655 | 36,657 | 1.0% | 1.53% | 71 | -148,079 | -30.93% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 328,064 | 36,369 | 0.07% | 0.09% | 72 | +81,596 | 33.11% | Q1 2026 | May 01, 2026 |
| Janney Capital Management LLC | History | No change | 306,029 | 36,026 | 2.26% | 2.26% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 316,233 | 35,057 | 0.01% | 0.0% | 74 | +226,933 | 254.12% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 305,213 | 33,852 | 1.08% | 1.22% | 75 | +7,907 | 2.66% | Q1 2026 | May 06, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 301,607 | 33,436 | 5.06% | 5.01% | 76 | +2,439 | 0.82% | Q1 2026 | Apr 10, 2026 |
| Cavalier Investments, LLC | History | Added to | 295,558 | 32,765 | 0.89% | 1.36% | 77 | +70,068 | 31.07% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 288,986 | 32,036 | 0.36% | 0.4% | 78 | +19,173 | 7.11% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 277,160 | 30,726 | 0.17% | 0.18% | 79 | +11,533 | 4.34% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 275,538 | 30,546 | 0.01% | 0.0% | 80 | +234,407 | 569.9% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 265,676 | 29,452 | 0.01% | 0.01% | 81 | +18,799 | 7.61% | Q1 2026 | May 11, 2026 |
| UNIVERSITY OF CHICAGO | History | New | 260,298 | 28,856 | 8.92% | — | 82 | +260,298 | New | Q1 2026 | May 07, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 253,619 | 28,116 | 0.85% | 0.86% | 83 | +1,690 | 0.67% | Q1 2026 | Apr 23, 2026 |
| Anfield Capital Management, LLC | History | Added to | 252,791 | 28,024 | 7.71% | 8.58% | 84 | +21,600 | 9.34% | Q1 2026 | May 12, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 251,722 | 27,905 | 2.06% | 1.97% | 85 | +23,999 | 10.54% | Q1 2026 | Apr 15, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 250,101 | 27,726 | 5.66% | 5.19% | 86 | +68,425 | 37.66% | Q1 2026 | Apr 13, 2026 |
| Capula Management Ltd | History | New | 249,292 | 27,636 | 0.2% | — | 87 | +249,292 | New | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 231,728 | 27,536 | 0.89% | 0.86% | 88 | +16,288 | 7.56% | Q1 2026 | Apr 17, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 246,872 | 27,368 | 2.61% | 2.67% | 89 | +1,400 | 0.57% | Q1 2026 | Apr 16, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 241,857 | 26,812 | 0.62% | 0.15% | 90 | +187,110 | 341.77% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | New | 237,192 | 26,295 | 2.16% | — | 91 | +237,192 | New | Q1 2026 | Apr 08, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 237,000 | 26,273 | 0.03% | 0.05% | 92 | -105,191 | -30.74% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 235,724 | 26,132 | 0.14% | 0.15% | 93 | -376 | -0.16% | Q1 2026 | May 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 225,735 | 25,025 | 2.0% | — | 94 | +225,735 | New | Q1 2026 | May 14, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 221,100 | 24,511 | 3.11% | 3.61% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 219,572 | 24,341 | 0.03% | 0.03% | 96 | +25,265 | 13.0% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 213,226 | 23,638 | 2.41% | 2.26% | 97 | +22,412 | 11.75% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 211,335 | 23,428 | 0.02% | 0.03% | 98 | +1,425 | 0.68% | Q1 2026 | May 15, 2026 |
| IMZ Advisory Inc | History | Added to | 210,773 | 23,366 | 8.84% | 8.81% | 99 | +6,264 | 3.06% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 208,323 | 23,095 | 0.06% | 0.08% | 100 | -39,280 | -15.86% | Q1 2026 | Apr 30, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 208,024 | 23,061 | 0.01% | — | 101 | +208,024 | New | Q1 2026 | May 15, 2026 |
| Comprehensive Wealth Management, LLC | History | New | 203,090 | 22,514 | 11.38% | — | 102 | +203,090 | New | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 200,281 | 22,203 | 0.24% | 0.23% | 103 | +25,523 | 14.6% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 198,059 | 21,956 | 0.01% | 0.01% | 104 | -1,018 | -0.51% | Q1 2026 | May 08, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 197,919 | 21,941 | 1.84% | 1.9% | 105 | -2,452 | -1.22% | Q1 2026 | Apr 21, 2026 |
| Swan Global Investments, LLC | History | Reduced | 195,753 | 21,701 | 0.72% | 0.89% | 106 | -60,574 | -23.63% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 194,824 | 21,598 | 0.03% | 0.04% | 107 | -39,929 | -17.01% | Q1 2026 | Apr 27, 2026 |
| Walleye Trading LLC | History | Added to | 193,089 | 21,405 | 0.04% | 0.03% | 108 | +41,070 | 27.02% | Q1 2026 | May 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 192,723 | 21,365 | 0.27% | 0.29% | 109 | -1,446 | -0.74% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 189,225 | 20,977 | 0.02% | — | 110 | +189,225 | New | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 185,823 | 20,600 | 7.23% | 8.14% | 111 | -19,274 | -9.4% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 181,740 | 20,148 | 0.02% | 0.0% | 112 | +163,308 | 886.0% | Q1 2026 | Apr 16, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 176,656 | 19,584 | 2.24% | 2.01% | 113 | +17,624 | 11.08% | Q1 2026 | Apr 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 176,600 | 19,577 | 0.02% | 0.0% | 114 | +142,500 | 417.89% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 172,361 | 19,108 | 0.15% | 0.17% | 115 | +811 | 0.47% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 172,119 | 19,081 | 0.09% | 0.1% | 116 | +15,451 | 9.86% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 172,088 | 19,077 | 3.75% | 1.46% | 117 | +107,038 | 164.55% | Q1 2026 | May 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 169,812 | 18,825 | 0.83% | 0.81% | 118 | +16,757 | 10.95% | Q1 2026 | Apr 21, 2026 |
| Miller Investment Management, LP | History | Reduced | 168,822 | 18,715 | 1.86% | 1.94% | 119 | -145 | -0.09% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 168,647 | 18,696 | 0.1% | 0.1% | 120 | +5,186 | 3.17% | Q1 2026 | Apr 15, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Reduced | 162,083 | 17,968 | 3.55% | 3.8% | 121 | -2,166 | -1.32% | Q1 2026 | May 06, 2026 |
| Trek Financial, LLC | History | Reduced | 158,772 | 17,601 | 0.93% | 1.39% | 122 | -44,775 | -22.0% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 156,212 | 17,317 | 0.73% | — | 123 | +156,212 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 154,431 | 17,120 | 0.58% | 0.69% | 124 | -21,119 | -12.03% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 157,202 | 16,840 | 0.01% | 0.01% | 125 | +25,580 | 19.43% | Q1 2026 | May 15, 2026 |
| Clarity Financial LLC | History | Reduced | 151,375 | 16,781 | 1.83% | 1.67% | 126 | -1,965 | -1.28% | Q1 2026 | May 01, 2026 |
| WBH ADVISORY INC | History | Reduced | 150,548 | 16,746 | 1.25% | 1.34% | 127 | -2,705 | -1.77% | Q1 2026 | Apr 27, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 148,093 | 16,417 | 10.2% | 9.44% | 128 | -87 | -0.06% | Q1 2026 | May 04, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 146,688 | 16,261 | 1.33% | 1.35% | 129 | +788 | 0.54% | Q1 2026 | Apr 16, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 146,616 | 16,253 | 0.91% | 0.91% | 130 | +2,618 | 1.82% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 146,404 | 16,230 | 0.16% | 0.11% | 131 | +64,435 | 78.61% | Q1 2026 | May 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 143,139 | 15,868 | 0.13% | 0.11% | 132 | +36,143 | 33.78% | Q1 2026 | May 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 140,868 | 15,616 | 4.27% | 4.46% | 133 | -2,471 | -1.72% | Q1 2026 | May 13, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 138,034 | 15,302 | 2.24% | 0.1% | 134 | +132,355 | 2330.6% | Q1 2026 | Apr 24, 2026 |
| BANK HAPOALIM BM | History | Reduced | 135,416 | 15,012 | 2.3% | 1.46% | 135 | -6,986 | -4.91% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | New | 134,625 | 14,927 | 0.53% | — | 136 | +134,625 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 133,154 | 14,763 | 0.07% | 0.12% | 137 | -61,573 | -31.62% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 131,483 | 14,576 | 0.8% | 0.92% | 138 | -441 | -0.33% | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | Added to | 130,244 | 14,438 | 0.8% | 0.82% | 139 | +95 | 0.07% | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Reduced | 129,755 | 14,384 | 0.02% | 0.02% | 140 | -27,397 | -17.43% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 127,078 | 14,087 | 0.07% | 0.03% | 141 | +77,696 | 157.34% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 119,121 | 14,013 | 0.09% | 0.1% | 142 | -6,489 | -5.17% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 122,609 | 13,596 | 0.08% | 0.09% | 143 | -2,341 | -1.87% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 121,596 | 13,480 | 0.6% | 0.67% | 144 | -4,434 | -3.52% | Q1 2026 | May 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 121,102 | 13,425 | 0.17% | 0.19% | 145 | -1,904 | -1.55% | Q1 2026 | Apr 21, 2026 |
| Venture Visionary Partners LLC | History | Added to | 118,247 | 13,108 | 0.44% | 0.45% | 146 | +836 | 0.71% | Q1 2026 | May 14, 2026 |
| CMH Wealth Management LLC | History | Added to | 116,673 | 12,934 | 2.22% | 2.3% | 147 | +25,354 | 27.76% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Added to | 116,328 | 12,896 | 0.02% | 0.02% | 148 | +4,333 | 3.87% | Q1 2026 | May 14, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 115,716 | 12,828 | 2.56% | 2.49% | 149 | +25,396 | 28.12% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 115,622 | 12,817 | 0.24% | 0.27% | 150 | -6,468 | -5.3% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 114,844 | 12,731 | 0.05% | 0.06% | 151 | +724 | 0.63% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 122,787 | 12,647 | 0.02% | 0.02% | 152 | -180,799 | -59.55% | Q1 2026 | May 15, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 112,187 | 12,437 | 2.61% | 2.49% | 153 | +6,332 | 5.98% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 110,707 | 12,273 | 0.07% | 0.07% | 154 | +6,461 | 6.2% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 110,524 | 12,252 | 0.42% | 0.45% | 155 | +1,257 | 1.15% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 96,672 | 12,197 | 0.56% | 0.09% | 156 | -123,767 | -56.15% | Q1 2026 | May 15, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 108,980 | 12,081 | 2.05% | 7.65% | 157 | -298,471 | -73.25% | Q1 2026 | May 12, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 101,483 | 11,863 | 1.84% | 1.84% | 158 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 106,511 | 11,807 | 0.02% | 0.02% | 159 | +5,645 | 5.6% | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 106,054 | 11,757 | 1.26% | 1.42% | 160 | -7,510 | -6.61% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 105,513 | 11,697 | 0.02% | 0.03% | 161 | -41,011 | -27.99% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 102,427 | 11,355 | 0.06% | 0.08% | 162 | -24,161 | -19.09% | Q1 2026 | May 08, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 101,950 | 11,302 | 3.45% | 2.87% | 163 | +26,440 | 35.02% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 101,667 | 11,270 | 0.12% | 0.04% | 164 | +75,969 | 295.62% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 100,858 | 11,181 | 0.38% | 0.45% | 165 | -4,365 | -4.15% | Q1 2026 | Apr 20, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 100,763 | 11,170 | 0.65% | 0.58% | 166 | +15,005 | 17.5% | Q1 2026 | Apr 17, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 99,347 | 11,013 | 0.34% | 0.07% | 167 | +81,104 | 444.58% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 92,144 | 10,847 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 93,977 | 10,418 | 0.84% | 1.28% | 169 | -46,526 | -33.11% | Q1 2026 | Apr 28, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 93,511 | 10,366 | 0.94% | 0.98% | 170 | +1,102 | 1.19% | Q1 2026 | May 04, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 93,113 | 10,323 | 2.65% | 2.54% | 171 | +683 | 0.74% | Q1 2026 | Apr 28, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 107,710 | 10,165 | 3.05% | 1.6% | 172 | +60,770 | 129.46% | Q1 2026 | Apr 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 90,414 | 10,023 | 0.46% | 0.48% | 173 | -3,047 | -3.26% | Q1 2026 | May 06, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 89,819 | 9,957 | 1.7% | 1.78% | 174 | +1,645 | 1.87% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 88,851 | 9,849 | 0.23% | 0.61% | 175 | -124,175 | -58.29% | Q1 2026 | May 11, 2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | History | New | 88,700 | 9,833 | 0.35% | — | 176 | +88,700 | New | Q1 2026 | Apr 22, 2026 |
| Jump Financial, LLC | History | New | 86,885 | 9,632 | 0.13% | — | 177 | +86,885 | New | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 86,861 | 9,629 | 0.27% | 0.56% | 178 | -97,191 | -52.81% | Q1 2026 | Apr 28, 2026 |
| Carnegie Investment Counsel | History | Added to | 86,303 | 9,567 | 0.19% | 0.18% | 179 | +1,690 | 2.0% | Q1 2026 | May 01, 2026 |
| Dakota Wealth Management | History | Reduced | 85,057 | 9,429 | 0.2% | 0.18% | 180 | -3,452 | -3.9% | Q1 2026 | May 07, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 84,997 | 9,422 | 3.35% | 3.86% | 181 | -1,826 | -2.1% | Q1 2026 | Apr 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 83,965 | 9,340 | 0.02% | 0.01% | 182 | +8,466 | 11.21% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 79,277 | 9,332 | 0.17% | 0.17% | 183 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 78,137 | 9,198 | 1.73% | 1.73% | 184 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Reduced | 82,556 | 9,152 | 0.1% | 0.12% | 185 | -5,410 | -6.15% | Q1 2026 | May 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 82,321 | 9,126 | 1.04% | 1.17% | 186 | -7,052 | -7.89% | Q1 2026 | May 11, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 80,394 | 8,912 | 1.5% | 1.53% | 187 | +412 | 0.52% | Q1 2026 | Apr 29, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 79,753 | 8,841 | 0.94% | 1.0% | 188 | -3,664 | -4.39% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 79,238 | 8,784 | 0.45% | 0.48% | 189 | +2,899 | 3.8% | Q1 2026 | Apr 17, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 78,859 | 8,742 | 3.63% | 3.45% | 190 | +2,929 | 3.86% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 78,820 | 8,738 | 0.2% | 0.24% | 191 | -11,823 | -13.04% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 78,659 | 8,720 | 0.15% | 0.17% | 192 | -9,220 | -10.49% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 77,597 | 8,602 | 0.06% | 0.06% | 193 | +16,470 | 26.94% | Q1 2026 | Apr 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 76,472 | 8,477 | 0.58% | 0.73% | 194 | -1,298 | -1.67% | Q1 2026 | Apr 17, 2026 |
| KWMG, LLC | History | Added to | 76,339 | 8,462 | 0.71% | 0.72% | 195 | +5,060 | 7.1% | Q1 2026 | Apr 09, 2026 |
| FMR LLC | History | Added to | 75,709 | 8,393 | 0.0% | 0.0% | 196 | +9,479 | 14.31% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 75,687 | 8,390 | 0.01% | 0.02% | 197 | +10,811 | 16.66% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 75,107 | 8,326 | 0.02% | 0.02% | 198 | -3,395 | -4.32% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 73,600 | 8,159 | 0.1% | 0.13% | 199 | -6,041 | -7.59% | Q1 2026 | Apr 23, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 73,228 | 8,118 | 1.06% | 1.25% | 200 | -8,949 | -10.89% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 73,090 | 8,102 | 0.06% | 0.07% | 201 | +3,806 | 5.49% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 72,721 | 8,061 | 0.01% | 0.01% | 202 | +624 | 0.87% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 72,493 | 8,037 | 0.38% | 0.37% | 203 | +4,337 | 6.36% | Q1 2026 | May 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 69,072 | 7,892 | 0.45% | 0.89% | 204 | -59,723 | -46.37% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 70,308 | 7,794 | 0.18% | 0.27% | 205 | -24,452 | -25.8% | Q1 2026 | May 15, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 68,272 | 7,568 | 3.15% | 3.12% | 206 | +4,807 | 7.57% | Q1 2026 | Apr 23, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 67,827 | 7,519 | 0.97% | 0.9% | 207 | -1,481 | -2.14% | Q1 2026 | Apr 22, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 66,329 | 7,353 | 0.53% | 0.54% | 208 | +37,143 | 127.26% | Q1 2026 | May 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 66,266 | 7,346 | 0.52% | 0.57% | 209 | +1,617 | 2.5% | Q1 2026 | May 14, 2026 |
| Keystone Global Partners, LLC | History | Added to | 65,757 | 7,289 | 3.24% | 3.23% | 210 | +3,449 | 5.54% | Q1 2026 | Apr 24, 2026 |
| Essex LLC | History | Reduced | 64,343 | 7,133 | 1.26% | 1.36% | 211 | -820 | -1.26% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | Reduced | 63,922 | 7,086 | 0.08% | 0.09% | 212 | -5,797 | -8.31% | Q1 2026 | Apr 16, 2026 |
| FORBES J M & CO LLP | History | No change | 63,576 | 7,048 | 0.6% | 0.61% | 213 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 62,019 | 6,875 | 0.16% | 0.13% | 214 | +38,686 | 165.8% | Q1 2026 | Apr 27, 2026 |
| Sharper & Granite LLC | History | Added to | 61,028 | 6,765 | 2.31% | 2.5% | 215 | +805 | 1.34% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 60,368 | 6,692 | 0.0% | 0.0% | 216 | +25,188 | 71.6% | Q1 2026 | May 15, 2026 |
| Client First Capital LLC | History | Reduced | 60,331 | 6,688 | 2.9% | 4.31% | 217 | -26,475 | -30.5% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Added to | 60,263 | 6,680 | 0.24% | 0.27% | 218 | +9,617 | 18.99% | Q1 2026 | May 19, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 59,599 | 6,607 | 0.05% | 0.08% | 219 | +990 | 1.69% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 58,622 | 6,498 | 0.0% | 0.0% | 220 | +3,753 | 6.84% | Q1 2026 | Apr 30, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 57,246 | 6,346 | 3.45% | 3.38% | 221 | +4,976 | 9.52% | Q1 2026 | May 15, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 57,048 | 6,324 | 3.69% | 3.43% | 222 | -1,165 | -2.0% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 57,016 | 6,321 | 0.19% | 0.2% | 223 | +607 | 1.08% | Q1 2026 | Apr 06, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 56,886 | 6,306 | 1.21% | 1.26% | 224 | +777 | 1.38% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 55,751 | 6,227 | 0.01% | 0.01% | 225 | -31,943 | -36.43% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | New | 55,080 | 6,106 | 0.02% | — | 226 | +55,080 | New | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 55,006 | 6,097 | 0.07% | 0.01% | 227 | +51,186 | 1339.95% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 53,637 | 5,946 | 0.02% | 0.03% | 228 | -2,420 | -4.32% | Q1 2026 | May 11, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 53,790 | 5,902 | 0.04% | 0.58% | 229 | -655,180 | -92.41% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 52,377 | 5,806 | 1.81% | 1.77% | 230 | +3,998 | 8.26% | Q1 2026 | May 01, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 51,770 | 5,769 | 1.6% | 1.76% | 231 | +237 | 0.46% | Q1 2026 | Apr 08, 2026 |
| Roundview Capital LLC | History | Added to | 51,955 | 5,759 | 0.36% | 0.37% | 232 | +222 | 0.43% | Q1 2026 | May 08, 2026 |
| High Note Wealth, LLC | History | Reduced | 51,892 | 5,752 | 1.13% | 1.21% | 233 | -538 | -1.03% | Q1 2026 | May 11, 2026 |
| Bonfire Financial | History | Added to | 51,369 | 5,694 | 4.28% | 4.47% | 234 | +555 | 1.09% | Q1 2026 | May 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 50,858 | 5,638 | 1.61% | 1.64% | 235 | +2,179 | 4.48% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 50,566 | 5,605 | 1.63% | 1.75% | 236 | -318 | -0.62% | Q1 2026 | Apr 20, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 49,958 | 5,538 | 0.13% | 0.15% | 237 | -4,277 | -7.89% | Q1 2026 | May 12, 2026 |
| Estate Counselors, LLC | History | Reduced | 49,754 | 5,515 | 0.49% | 0.82% | 238 | -33,467 | -40.21% | Q1 2026 | May 15, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 50,892 | 5,505 | 0.27% | 0.25% | 239 | +9,623 | 23.32% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 48,993 | 5,431 | 0.07% | 0.09% | 240 | -750 | -1.51% | Q1 2026 | May 01, 2026 |
| Alliance Private Wealth, LLC | History | Reduced | 48,730 | 5,402 | 1.94% | 2.01% | 241 | -363 | -0.74% | Q1 2026 | May 13, 2026 |
| Talon Private Wealth, LLC | History | New | 48,725 | 5,401 | 0.72% | — | 242 | +48,725 | New | Q1 2026 | May 15, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 48,688 | 5,397 | 2.09% | 1.31% | 243 | +20,351 | 71.82% | Q1 2026 | Apr 08, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 48,590 | 5,386 | 6.65% | 6.01% | 244 | +7,201 | 17.4% | Q1 2026 | May 14, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 48,685 | 5,256 | 0.22% | 0.16% | 245 | +23,910 | 96.51% | Q1 2026 | Apr 27, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 47,091 | 5,220 | 0.11% | 0.12% | 246 | -61 | -0.13% | Q1 2026 | May 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 46,961 | 5,206 | 0.57% | 0.57% | 247 | +2,411 | 5.41% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 46,916 | 5,201 | 0.0% | 0.0% | 248 | -7,480 | -13.75% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 46,226 | 5,124 | 0.03% | 0.04% | 249 | -9,129 | -16.49% | Q1 2026 | Apr 30, 2026 |
| Monument Capital Management | History | Added to | 46,033 | 5,103 | 1.28% | 1.34% | 250 | +161 | 0.35% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 45,604 | 5,055 | 0.09% | 0.1% | 251 | -269 | -0.59% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 45,423 | 5,035 | 0.0% | 0.0% | 252 | -191 | -0.42% | Q1 2026 | May 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 45,300 | 5,021 | 1.26% | 1.31% | 253 | -1,006 | -2.17% | Q1 2026 | Apr 28, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Added to | 46,100 | 5,013 | 5.79% | 1.8% | 254 | +30,700 | 199.35% | Q1 2026 | Apr 30, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 45,194 | 5,010 | 0.67% | 0.72% | 255 | -250 | -0.55% | Q1 2026 | May 15, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 44,843 | 4,971 | 2.12% | 2.06% | 256 | +2,294 | 5.39% | Q1 2026 | May 15, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 44,115 | 4,890 | 0.19% | 0.2% | 257 | -2,773 | -5.91% | Q1 2026 | Apr 16, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 43,035 | 4,770 | 2.05% | 2.39% | 258 | -364 | -0.84% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 43,013 | 4,768 | 0.01% | 0.02% | 259 | -22,660 | -34.5% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 42,917 | 4,757 | 0.56% | 1.0% | 260 | -27,537 | -39.09% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 42,121 | 4,683 | 0.01% | 0.02% | 261 | +10,280 | 32.29% | Q1 2026 | May 12, 2026 |
| Cooksen Wealth, LLC | History | Added to | 42,027 | 4,659 | 3.38% | 3.44% | 262 | +2,023 | 5.06% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Reduced | 42,024 | 4,658 | 0.11% | 0.12% | 263 | -4,963 | -10.56% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Added to | 41,406 | 4,590 | 0.3% | 0.38% | 264 | +673 | 1.65% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 41,065 | 4,552 | 0.01% | 0.01% | 265 | -274 | -0.66% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 41,012 | 4,546 | 0.17% | 0.2% | 266 | -3,866 | -8.61% | Q1 2026 | May 14, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 40,790 | 4,521 | 3.34% | 3.2% | 267 | -512 | -1.24% | Q1 2026 | Apr 16, 2026 |
| Banque Transatlantique SA | History | New | 40,195 | 4,456 | 0.11% | — | 268 | +40,195 | New | Q1 2026 | May 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 40,188 | 4,455 | 0.55% | 0.55% | 269 | +3,023 | 8.13% | Q1 2026 | Apr 27, 2026 |
| Friedenthal Financial | History | Added to | 40,007 | 4,435 | 2.22% | 2.42% | 270 | +85 | 0.21% | Q1 2026 | Apr 20, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 39,765 | 4,408 | 0.47% | 0.47% | 271 | +382 | 0.97% | Q1 2026 | Apr 21, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 37,148 | 4,373 | 1.37% | 1.37% | 272 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 39,409 | 4,368 | 0.14% | — | 273 | +39,409 | New | Q1 2026 | May 11, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 39,293 | 4,356 | 0.88% | 0.92% | 274 | -1 | -0.0% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 39,163 | 4,341 | 0.06% | 0.06% | 275 | +4,876 | 14.22% | Q1 2026 | May 13, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 36,471 | 4,293 | 0.91% | 0.91% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 38,701 | 4,290 | 0.58% | 0.6% | 277 | -1,794 | -4.43% | Q1 2026 | May 14, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 38,021 | 4,215 | 1.01% | 0.7% | 278 | +11,502 | 43.37% | Q1 2026 | Apr 20, 2026 |
| STEPHENS INC /AR/ | History | Added to | 37,949 | 4,206 | 0.05% | 0.05% | 279 | +1,958 | 5.44% | Q1 2026 | Apr 28, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 37,930 | 4,204 | 2.84% | 3.13% | 280 | -4,850 | -11.34% | Q1 2026 | May 14, 2026 |
| Matrix Trust Co | History | Added to | 37,776 | 4,188 | 0.7% | 0.71% | 281 | +1,339 | 3.67% | Q1 2026 | Apr 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 36,565 | 4,053 | 0.35% | 0.41% | 282 | -4,748 | -11.49% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 36,472 | 4,043 | 0.09% | 0.27% | 283 | -69,374 | -65.54% | Q1 2026 | May 01, 2026 |
| Attessa Capital LLC | History | Added to | 36,449 | 4,040 | 2.2% | 2.28% | 284 | +1,028 | 2.9% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 36,087 | 4,000 | 0.05% | 0.07% | 285 | -6,110 | -14.48% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 36,049 | 3,996 | 0.18% | 0.22% | 286 | -7,001 | -16.26% | Q1 2026 | Apr 21, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 35,994 | 3,990 | 3.82% | 3.94% | 287 | +296 | 0.83% | Q1 2026 | Apr 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 35,766 | 3,964 | 0.14% | 0.13% | 288 | +4,799 | 15.5% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 35,739 | 3,954 | 0.35% | 0.34% | 289 | +2,883 | 8.77% | Q1 2026 | May 11, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 35,365 | 3,920 | 0.45% | 0.52% | 290 | -2,367 | -6.27% | Q1 2026 | Apr 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 35,271 | 3,910 | 1.48% | 1.47% | 291 | +1,132 | 3.32% | Q1 2026 | May 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 34,895 | 3,868 | 1.05% | 1.18% | 292 | -871 | -2.44% | Q1 2026 | Apr 29, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 34,795 | 3,857 | 0.19% | 0.2% | 293 | -404 | -1.15% | Q1 2026 | May 07, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 34,685 | 3,845 | 2.28% | 2.98% | 294 | -40 | -0.12% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 34,282 | 3,800 | 0.1% | 0.1% | 295 | +1,979 | 6.13% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 34,197 | 3,791 | 0.0% | 0.0% | 296 | -5,817 | -14.54% | Q1 2026 | May 05, 2026 |
| Simmons Bank | History | Reduced | 33,749 | 3,741 | 0.25% | 0.32% | 297 | -6,574 | -16.3% | Q1 2026 | Apr 23, 2026 |
| LightSquare Wealth Management, LLC | History | New | 33,458 | 3,709 | 2.78% | — | 298 | +33,458 | New | Q1 2026 | May 11, 2026 |
| Nelson Capital Management, LLC | History | Added to | 33,319 | 3,693 | 0.45% | 0.45% | 299 | +565 | 1.72% | Q1 2026 | May 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 33,102 | 3,669 | 0.18% | 0.19% | 300 | +132 | 0.4% | Q1 2026 | May 13, 2026 |
| Canton Hathaway, LLC | History | Added to | 32,388 | 3,590 | 0.72% | 0.72% | 301 | +584 | 1.84% | Q1 2026 | Apr 24, 2026 |
| Fiduciary Group, LLC | History | Added to | 32,368 | 3,588 | 0.31% | 0.31% | 302 | +1,077 | 3.44% | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 32,271 | 3,577 | 0.12% | 0.12% | 303 | +680 | 2.15% | Q1 2026 | May 14, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Reduced | 32,128 | 3,562 | 2.19% | 2.22% | 304 | -263 | -0.81% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 31,879 | 3,534 | 0.04% | 0.04% | 305 | +2,670 | 9.14% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 31,442 | 3,485 | 0.01% | 0.01% | 306 | +188 | 0.6% | Q1 2026 | May 13, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 31,418 | 3,483 | 0.83% | 0.96% | 307 | -3,052 | -8.85% | Q1 2026 | Apr 22, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 30,879 | 3,423 | 0.36% | 0.45% | 308 | -4,198 | -11.97% | Q1 2026 | May 06, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 30,762 | 3,410 | 1.29% | 1.27% | 309 | +1,203 | 4.07% | Q1 2026 | Apr 15, 2026 |
| HERBST GROUP, LLC | History | Added to | 30,714 | 3,404 | 2.1% | 1.94% | 310 | +2,771 | 9.92% | Q1 2026 | Apr 09, 2026 |
| Marion Wealth Management | History | Added to | 30,639 | 3,396 | 0.75% | 0.79% | 311 | +431 | 1.43% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 29,768 | 3,300 | 0.17% | 0.15% | 312 | +1,547 | 5.48% | Q1 2026 | Apr 28, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 29,642 | 3,286 | 1.75% | 1.73% | 313 | +3,549 | 13.6% | Q1 2026 | Apr 20, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 28,097 | 3,285 | 0.32% | 0.42% | 314 | +1,310 | 4.89% | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 29,629 | 3,284 | 0.12% | 0.13% | 316 | -3,942 | -11.74% | Q1 2026 | Apr 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 29,625 | 3,284 | 0.26% | 0.25% | 315 | +1,095 | 3.84% | Q1 2026 | Apr 17, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Added to | 29,491 | 3,269 | 1.77% | 1.77% | 317 | +1,148 | 4.05% | Q1 2026 | May 07, 2026 |
| Chesapeake Wealth Management | History | Reduced | 29,412 | 3,260 | 1.0% | 1.06% | 318 | -776 | -2.57% | Q1 2026 | May 18, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 29,393 | 3,258 | 0.37% | 0.4% | 319 | -1,866 | -5.97% | Q1 2026 | Apr 24, 2026 |
| Virtu Financial LLC | History | New | 29,070 | 3,223 | 0.13% | — | 320 | +29,070 | New | Q1 2026 | May 14, 2026 |
| Centennial Bank/AR/ | History | Added to | 28,718 | 3,183 | 1.14% | 1.15% | 321 | +4,033 | 16.34% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Reduced | 28,203 | 3,126 | 0.05% | 0.06% | 322 | -3,670 | -11.51% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 26,351 | 3,102 | 0.9% | 0.9% | 323 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 27,827 | 3,084 | 1.33% | 1.78% | 324 | -7,051 | -20.22% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 27,736 | 3,074 | 0.04% | 0.04% | 325 | +1,904 | 7.37% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 27,547 | 3,053 | 0.17% | 0.24% | 326 | -6,901 | -20.03% | Q1 2026 | Apr 30, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 27,524 | 3,051 | 0.01% | — | 327 | +27,524 | New | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Reduced | 27,389 | 3,036 | 0.15% | 0.64% | 328 | -84,743 | -75.57% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 27,299 | 3,026 | 0.77% | 0.88% | 329 | -319 | -1.16% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 27,117 | 3,006 | 0.35% | 0.32% | 330 | +7,465 | 37.99% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 27,045 | 2,998 | 0.1% | 0.1% | 331 | +1,516 | 5.94% | Q1 2026 | Apr 22, 2026 |
| Apollon Financial, LLC | History | Added to | 27,030 | 2,996 | 0.41% | 0.36% | 332 | +5,916 | 28.02% | Q1 2026 | Apr 22, 2026 |
| PeakShares LLC | History | Added to | 27,024 | 2,995 | 2.75% | 3.04% | 333 | +538 | 2.03% | Q1 2026 | May 05, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 26,771 | 2,967 | 0.62% | 0.73% | 334 | -1,548 | -5.47% | Q1 2026 | May 14, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 25,256 | 2,964 | 2.15% | 2.62% | 335 | -5,268 | -17.26% | Q1 2026 | May 12, 2026 |
| CTC Alternative Strategies, Ltd. | History | Added to | 26,609 | 2,949 | 6.7% | 5.34% | 336 | +2,422 | 10.01% | Q1 2026 | May 21, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 26,477 | 2,935 | 2.5% | 3.18% | 337 | -1,619 | -5.76% | Q1 2026 | May 14, 2026 |
| Hudson Value Partners, LLC | History | Added to | 25,783 | 2,858 | 0.85% | 0.8% | 338 | +2,862 | 12.49% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 25,634 | 2,841 | 0.03% | 0.04% | 339 | -1,193 | -4.45% | Q1 2026 | Apr 28, 2026 |
| Markin Asset Management, LP | History | Added to | 25,603 | 2,838 | 3.12% | 2.75% | 340 | +4,353 | 20.48% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 25,348 | 2,810 | 0.07% | 0.07% | 341 | +2,335 | 10.15% | Q1 2026 | May 15, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 24,958 | 2,766 | 1.16% | 1.23% | 342 | -103 | -0.41% | Q1 2026 | Apr 28, 2026 |
| Trust Co | History | Added to | 24,863 | 2,756 | 0.26% | 0.25% | 343 | +2,471 | 11.04% | Q1 2026 | Apr 13, 2026 |
| Smart Portfolios, LLC | History | Added to | 24,837 | 2,753 | 2.75% | 2.81% | 344 | +877 | 3.66% | Q1 2026 | May 01, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 24,727 | 2,741 | 0.2% | 0.21% | 345 | +905 | 3.8% | Q1 2026 | Apr 20, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 23,520 | 2,740 | 0.45% | 0.47% | 346 | +1 | 0.0% | Q1 2026 | May 08, 2026 |
| Clarus Wealth Advisors | History | Added to | 24,327 | 2,720 | 1.16% | 1.12% | 347 | +1,232 | 5.33% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,313 | 2,695 | 0.04% | 0.05% | 348 | +870 | 3.71% | Q1 2026 | May 18, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 24,124 | 2,674 | 0.04% | 0.05% | 349 | -1,646 | -6.39% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 24,116 | 2,673 | 0.15% | 0.17% | 350 | +236 | 0.99% | Q1 2026 | May 14, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 23,764 | 2,643 | 0.97% | 0.86% | 351 | +5,528 | 30.31% | Q1 2026 | Apr 14, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 23,736 | 2,631 | 0.69% | 0.73% | 352 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 23,552 | 2,610 | 0.57% | 0.61% | 353 | +160 | 0.68% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 23,102 | 2,561 | 0.2% | 0.24% | 354 | -2,901 | -11.16% | Q1 2026 | May 13, 2026 |
| IAM Advisory, LLC | History | Reduced | 23,094 | 2,560 | 0.57% | 0.61% | 355 | -248 | -1.06% | Q1 2026 | Apr 10, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 23,092 | 2,559 | 1.48% | 1.3% | 356 | +4,516 | 24.31% | Q1 2026 | May 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 22,899 | 2,538 | 0.54% | 0.57% | 357 | -917 | -3.85% | Q1 2026 | Apr 15, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 22,821 | 2,529 | 0.28% | 0.31% | 358 | +21 | 0.09% | Q1 2026 | Apr 13, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 22,773 | 2,524 | 0.66% | 0.72% | 359 | +249 | 1.11% | Q1 2026 | Apr 09, 2026 |
| 10Elms LLP | History | Added to | 22,580 | 2,521 | 1.59% | 1.55% | 360 | +8,239 | 57.45% | Q1 2026 | May 15, 2026 |
| Colony Family Offices, LLC | History | Added to | 22,650 | 2,510 | 0.62% | 0.61% | 361 | +1,923 | 9.28% | Q1 2026 | Apr 21, 2026 |
| Providence First Trust Co | History | Reduced | 22,486 | 2,492 | 0.88% | 1.14% | 362 | -5,567 | -19.84% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,425 | 2,486 | 0.02% | 0.02% | 363 | -131 | -0.58% | Q1 2026 | Apr 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 21,045 | 2,477 | 0.66% | 0.66% | 364 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 22,335 | 2,476 | 0.06% | 0.07% | 365 | -417 | -1.83% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,255 | 2,475 | 0.02% | 0.02% | 366 | +9,192 | 70.37% | Q1 2026 | Apr 07, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 22,055 | 2,445 | 2.21% | 1.22% | 368 | +10,694 | 94.13% | Q1 2026 | May 20, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 22,059 | 2,445 | 0.15% | 0.16% | 367 | -440 | -1.96% | Q1 2026 | May 01, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 22,053 | 2,444 | 0.61% | 0.67% | 369 | -69 | -0.31% | Q1 2026 | May 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 21,981 | 2,436 | 0.08% | 0.01% | 370 | +1,100 | 5.27% | Q1 2026 | Apr 23, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 21,875 | 2,425 | 1.29% | 1.46% | 371 | -1,304 | -5.63% | Q1 2026 | Apr 16, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 21,704 | 2,406 | 0.35% | 0.39% | 372 | -220 | -1.0% | Q1 2026 | Apr 21, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 21,635 | 2,398 | 0.48% | 0.53% | 373 | -368 | -1.67% | Q1 2026 | May 12, 2026 |
| DDD Partners, LLC | History | Added to | 21,526 | 2,386 | 0.16% | 0.16% | 374 | +190 | 0.89% | Q1 2026 | Apr 28, 2026 |
| Symmetry Partners, LLC | History | Reduced | 21,437 | 2,376 | 0.14% | 0.19% | 375 | -6,032 | -21.96% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 21,438 | 2,376 | 0.01% | 0.01% | 376 | +4,022 | 23.09% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 21,407 | 2,366 | 0.02% | 0.95% | 378 | -912,161 | -97.71% | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | Added to | 21,350 | 2,366 | 0.05% | 0.04% | 377 | +6,274 | 41.62% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 20,942 | 2,321 | 0.03% | 0.03% | 379 | +151 | 0.73% | Q1 2026 | Apr 20, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 20,767 | 2,302 | 0.68% | 1.17% | 380 | -118 | -0.56% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | Reduced | 20,628 | 2,286 | 0.22% | 0.25% | 381 | -1,335 | -6.08% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Reduced | 20,602 | 2,283 | 0.01% | 0.01% | 382 | -4,872 | -19.13% | Q1 2026 | May 12, 2026 |
| Boltwood Capital Management | History | Added to | 20,546 | 2,277 | 0.58% | 0.59% | 383 | +1,222 | 6.32% | Q1 2026 | Apr 07, 2026 |
| Cypress Capital Group | History | No change | 20,055 | 2,223 | 0.25% | 0.26% | 384 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 20,007 | 2,217 | 0.06% | 0.07% | 385 | -918 | -4.39% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 19,993 | 2,216 | 0.04% | 0.04% | 386 | +359 | 1.83% | Q1 2026 | Apr 27, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 19,951 | 2,211 | 1.1% | 1.21% | 387 | +1,082 | 5.73% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 19,919 | 2,208 | 0.07% | 0.08% | 388 | +189 | 0.96% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Added to | 19,862 | 2,201 | 0.18% | 0.17% | 389 | +1,087 | 5.79% | Q1 2026 | Apr 29, 2026 |
| Sequent Planning LLC | History | Added to | 19,676 | 2,181 | 0.53% | 0.51% | 390 | +2,553 | 14.91% | Q1 2026 | Apr 21, 2026 |
| Redwood Financial Network Corp | History | Added to | 19,621 | 2,175 | 1.43% | 1.44% | 391 | +383 | 1.99% | Q1 2026 | May 14, 2026 |
| Evercore Wealth Management, LLC | History | No change | 19,510 | 2,162 | 0.03% | 0.03% | 392 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 19,462 | 2,157 | 0.02% | 0.03% | 393 | -3,609 | -15.64% | Q1 2026 | May 05, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 19,371 | 2,147 | 1.13% | 2.28% | 394 | -18,563 | -48.93% | Q1 2026 | Apr 10, 2026 |
| COUNTRY TRUST BANK | History | Added to | 19,363 | 2,146 | 0.04% | 0.04% | 395 | +673 | 3.6% | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 19,235 | 2,132 | 0.07% | 0.08% | 397 | -968 | -4.79% | Q1 2026 | Apr 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 19,236 | 2,132 | 0.01% | 0.01% | 396 | +920 | 5.02% | Q1 2026 | Apr 24, 2026 |
| Point Windward Advisors Inc. | History | Added to | 19,216 | 2,130 | 1.07% | 0.97% | 398 | +1,976 | 11.46% | Q1 2026 | Apr 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 19,147 | 2,122 | 0.23% | 0.1% | 399 | +11,870 | 163.12% | Q1 2026 | May 11, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 19,116 | 2,119 | 0.01% | 0.01% | 400 | -398 | -2.04% | Q1 2026 | May 15, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 18,880 | 2,093 | 0.4% | 0.41% | 401 | +495 | 2.69% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 18,759 | 2,079 | 0.08% | 0.07% | 402 | +1,459 | 8.43% | Q1 2026 | Apr 20, 2026 |
| SummitTX Capital, L.P. | History | New | 18,735 | 2,076 | 0.06% | — | 403 | +18,735 | New | Q1 2026 | May 15, 2026 |
| Fiduciary Planning LLC | History | Added to | 18,719 | 2,075 | 0.63% | 0.63% | 404 | +1,070 | 6.06% | Q1 2026 | Apr 27, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 18,685 | 2,071 | 0.15% | 0.45% | 405 | -34,109 | -64.61% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 18,668 | 2,069 | 0.21% | 0.31% | 406 | -6,310 | -25.26% | Q1 2026 | Apr 23, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 18,622 | 2,064 | 1.65% | 1.77% | 407 | -60 | -0.32% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 18,549 | 2,056 | 0.25% | 0.24% | 408 | +1,206 | 6.95% | Q1 2026 | May 05, 2026 |
| ES4, LLC | History | Added to | 18,255 | 2,023 | 1.31% | 1.08% | 409 | +4,878 | 36.47% | Q1 2026 | Apr 29, 2026 |
| CFC Planning Co LLC | History | Reduced | 18,245 | 2,022 | 1.44% | 1.87% | 410 | -2,663 | -12.74% | Q1 2026 | Apr 24, 2026 |
| COMMERCE BANK | History | Added to | 18,175 | 2,014 | 0.01% | 0.01% | 411 | +5,553 | 43.99% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | Reduced | 18,111 | 2,007 | 0.7% | 0.78% | 412 | -2,122 | -10.49% | Q1 2026 | Apr 22, 2026 |
| ARS Investment Partners, LLC | History | Added to | 17,993 | 1,994 | 0.1% | 0.11% | 413 | +1,346 | 8.09% | Q1 2026 | Apr 16, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 17,959 | 1,990 | 1.16% | 1.11% | 414 | -209 | -1.15% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 17,937 | 1,988 | 0.02% | 0.03% | 415 | +158 | 0.89% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 17,893 | 1,983 | 0.01% | 0.01% | 416 | +96 | 0.54% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Reduced | 17,756 | 1,968 | 0.34% | 0.42% | 417 | -1,441 | -7.51% | Q1 2026 | Apr 24, 2026 |
| KKM Financial LLC | History | No change | 16,671 | 1,962 | 0.35% | 0.35% | 418 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,626 | 1,954 | 0.01% | 0.01% | 419 | -3,920 | -18.19% | Q1 2026 | Apr 29, 2026 |
| Verition Fund Management LLC | History | New | 17,600 | 1,951 | 0.01% | — | 420 | +17,600 | New | Q1 2026 | May 15, 2026 |
| Mendel Capital Management LLC | History | New | 17,547 | 1,945 | 0.98% | — | 421 | +17,547 | New | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 17,435 | 1,932 | 0.07% | 0.02% | 422 | +13,270 | 318.61% | Q1 2026 | May 11, 2026 |
| Symmetry Investments LP | History | Added to | 17,279 | 1,915 | 0.21% | 0.16% | 423 | +1,179 | 7.32% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 17,220 | 1,908 | 0.84% | 1.25% | 424 | -6,083 | -26.1% | Q1 2026 | Apr 15, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 17,192 | 1,905 | 1.3% | 1.3% | 425 | +545 | 3.27% | Q1 2026 | Apr 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 16,921 | 1,875 | 0.04% | 0.04% | 426 | -1,202 | -6.63% | Q1 2026 | May 01, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 16,898 | 1,873 | 0.16% | 0.17% | 427 | -546 | -3.13% | Q1 2026 | May 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 15,783 | 1,857 | 0.09% | 0.09% | 428 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 16,632 | 1,843 | 0.5% | 0.52% | 429 | +320 | 1.96% | Q1 2026 | May 07, 2026 |
| Bank of Marin | History | Reduced | 16,607 | 1,841 | 1.34% | 1.51% | 430 | -2,026 | -10.87% | Q1 2026 | May 14, 2026 |
| Wall Capital Group, Inc. | History | Reduced | 16,556 | 1,835 | 1.96% | 2.43% | 431 | -5,166 | -23.78% | Q1 2026 | Apr 20, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 16,430 | 1,821 | 0.33% | 0.48% | 432 | -8,046 | -32.87% | Q1 2026 | Apr 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 16,398 | 1,817 | 0.0% | 0.09% | 433 | -383,376 | -95.9% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 16,194 | 1,795 | 0.19% | 0.25% | 434 | -3,159 | -16.32% | Q1 2026 | May 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 16,120 | 1,787 | 0.03% | — | 435 | +16,120 | New | Q1 2026 | Apr 01, 2026 |
| Fulcrum Equity Management | History | Reduced | 16,005 | 1,774 | 1.71% | 2.18% | 436 | -3,308 | -17.13% | Q1 2026 | Apr 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 16,346 | 1,764 | 0.11% | 0.28% | 437 | -34,753 | -68.01% | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 15,917 | 1,764 | 0.03% | 0.03% | 438 | +1,709 | 12.03% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 14,915 | 1,755 | 0.03% | 0.03% | 439 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 15,767 | 1,747 | 0.86% | 0.75% | 440 | +3,202 | 25.48% | Q1 2026 | Apr 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 15,704 | 1,741 | 0.01% | 0.01% | 441 | +484 | 3.18% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | No change | 15,615 | 1,731 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWC Advisors, LLC. | History | Reduced | 15,561 | 1,725 | 0.82% | 0.89% | 443 | -95 | -0.61% | Q1 2026 | Apr 16, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 15,496 | 1,717 | 0.33% | 0.33% | 444 | +398 | 2.64% | Q1 2026 | Apr 23, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 15,488 | 1,717 | 1.0% | 1.33% | 445 | +292 | 1.92% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 15,275 | 1,707 | 0.02% | 0.02% | 446 | -1,838 | -10.74% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 15,328 | 1,699 | 0.07% | 0.1% | 448 | +7,648 | 99.58% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 15,332 | 1,699 | 0.02% | 0.03% | 447 | -501 | -3.16% | Q1 2026 | Apr 08, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 15,102 | 1,674 | 0.09% | 0.09% | 449 | -562 | -3.59% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 15,020 | 1,665 | 0.03% | 0.21% | 450 | -65,219 | -81.28% | Q1 2026 | Apr 13, 2026 |
| DV Trading LLC | History | Added to | 14,886 | 1,650 | 0.04% | 0.02% | 451 | +7,986 | 115.74% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 14,795 | 1,640 | 0.0% | 0.0% | 452 | -1,115 | -7.01% | Q1 2026 | May 15, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 14,589 | 1,617 | 0.36% | 0.38% | 453 | +52 | 0.36% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 14,556 | 1,613 | 0.0% | 0.2% | 454 | -1,043,405 | -98.62% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 13,858 | 1,608 | 0.02% | 0.02% | 455 | -403 | -2.83% | Q1 2026 | May 06, 2026 |
| Constitution Capital LLC | History | Reduced | 14,489 | 1,606 | 0.8% | 0.85% | 456 | -857 | -5.58% | Q1 2026 | Apr 08, 2026 |
| Magnus Financial Group LLC | History | Reduced | 14,436 | 1,600 | 0.13% | 0.17% | 457 | -4,189 | -22.49% | Q1 2026 | Apr 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 14,430 | 1,599 | 0.09% | — | 458 | +14,430 | New | Q1 2026 | Apr 09, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 14,416 | 1,598 | 0.41% | 0.43% | 459 | +434 | 3.1% | Q1 2026 | Apr 07, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 14,330 | 1,588 | 0.13% | 0.16% | 460 | -3,355 | -18.97% | Q1 2026 | May 15, 2026 |
| Global Financial Private Client, LLC | History | Added to | 14,233 | 1,577 | 0.52% | 0.55% | 461 | +910 | 6.83% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 14,221 | 1,576 | 0.0% | 0.0% | 462 | +515 | 3.76% | Q1 2026 | May 06, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 14,132 | 1,566 | 0.04% | 0.14% | 463 | -40,936 | -74.34% | Q1 2026 | May 13, 2026 |
| Mirador Capital Partners LP | History | Reduced | 14,115 | 1,564 | 0.22% | 0.23% | 464 | -268 | -1.86% | Q1 2026 | Apr 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 14,075 | 1,560 | 0.02% | 0.02% | 465 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 14,047 | 1,557 | 0.1% | 0.09% | 466 | -1,801 | -11.36% | Q1 2026 | Apr 28, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 13,939 | 1,545 | 0.08% | 0.08% | 467 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WEXFORD CAPITAL LP | History | New | 13,907 | 1,541 | 0.22% | — | 468 | +13,907 | New | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | No change | 13,684 | 1,517 | 0.03% | 0.03% | 469 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RiverGlades Family Offices LLC | History | New | 13,644 | 1,512 | 0.89% | — | 470 | +13,644 | New | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 13,573 | 1,504 | 0.08% | 0.08% | 471 | +385 | 2.92% | Q1 2026 | Apr 15, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 13,518 | 1,499 | 0.05% | 0.06% | 472 | -231 | -1.68% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,483 | 1,494 | 0.02% | 0.03% | 473 | +2,993 | 28.53% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 13,378 | 1,483 | 0.17% | 0.38% | 475 | -15,209 | -53.2% | Q1 2026 | May 05, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 13,380 | 1,483 | 0.21% | 0.18% | 474 | +2,524 | 23.25% | Q1 2026 | May 07, 2026 |
| Advisor Resource Council | History | Reduced | 13,317 | 1,476 | 0.48% | 0.58% | 476 | -444 | -3.23% | Q1 2026 | May 07, 2026 |
| Capitol Family Office, Inc. | History | No change | 12,507 | 1,472 | 1.74% | 1.74% | 477 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 13,164 | 1,459 | 0.04% | 0.04% | 478 | -311 | -2.31% | Q1 2026 | Apr 07, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 12,984 | 1,439 | 0.13% | 0.26% | 479 | -24,174 | -65.06% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Reduced | 12,860 | 1,425 | 0.08% | 0.09% | 480 | -79 | -0.61% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | Added to | 12,786 | 1,417 | 0.04% | 0.05% | 481 | +281 | 2.25% | Q1 2026 | May 04, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 12,741 | 1,412 | 0.22% | 0.18% | 482 | +1,716 | 15.56% | Q1 2026 | May 06, 2026 |
| Keel Point, LLC | History | No change | 11,971 | 1,409 | 0.08% | 0.08% | 483 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 12,656 | 1,403 | 0.09% | 0.1% | 484 | -728 | -5.44% | Q1 2026 | Apr 27, 2026 |
| PEAK6 LLC | History | Reduced | 12,634 | 1,400 | 0.0% | 0.01% | 485 | -40,766 | -76.34% | Q1 2026 | May 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 12,582 | 1,394 | 0.5% | 0.5% | 486 | -158 | -1.24% | Q1 2026 | May 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 12,566 | 1,393 | 0.17% | 0.3% | 487 | -917 | -6.8% | Q1 2026 | May 18, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 12,524 | 1,388 | 0.39% | 0.96% | 488 | -13,098 | -51.12% | Q1 2026 | May 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 12,490 | 1,384 | 0.08% | 0.13% | 489 | -8,473 | -40.42% | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,460 | 1,381 | 0.02% | 0.01% | 490 | +4,373 | 54.07% | Q1 2026 | May 13, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Added to | 12,444 | 1,379 | 1.18% | 1.22% | 491 | +118 | 0.96% | Q1 2026 | Apr 28, 2026 |
| LVZ, Inc. | History | Added to | 12,298 | 1,363 | 0.16% | 0.15% | 492 | +915 | 8.04% | Q1 2026 | Apr 28, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 12,274 | 1,360 | 0.14% | 0.14% | 493 | +1,260 | 11.44% | Q1 2026 | May 13, 2026 |
| Mosley Wealth Management | History | Added to | 11,445 | 1,354 | 0.61% | 0.61% | 494 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,138 | 1,345 | 0.01% | 0.01% | 495 | +221 | 1.85% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 12,071 | 1,338 | 0.06% | 0.07% | 496 | -638 | -5.02% | Q1 2026 | May 12, 2026 |
| Bramshill Investments, LLC | History | Reduced | 12,000 | 1,330 | 0.11% | 0.17% | 497 | -13,000 | -52.0% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 11,996 | 1,329 | 0.83% | — | 499 | +11,996 | New | Q1 2026 | Apr 14, 2026 |
| Cladis Investment Advisory, LLC | History | Added to | 11,989 | 1,329 | 0.73% | 0.76% | 498 | +214 | 1.82% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 11,282 | 1,328 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 11,949 | 1,324 | 0.04% | 0.04% | 501 | -642 | -5.1% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | Added to | 11,836 | 1,312 | 0.1% | 0.16% | 502 | +3,259 | 38.0% | Q1 2026 | Apr 28, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 11,780 | 1,305 | 0.83% | 0.92% | 503 | -245 | -2.04% | Q1 2026 | Apr 17, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 11,666 | 1,303 | 0.21% | 0.59% | 504 | -17,271 | -59.68% | Q1 2026 | Apr 07, 2026 |
| SCS Capital Management LLC | History | Reduced | 11,632 | 1,289 | 0.01% | 0.02% | 505 | -718 | -5.81% | Q1 2026 | May 11, 2026 |
| Farmers National Bank | History | No change | 10,936 | 1,287 | 0.29% | 0.29% | 506 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 11,596 | 1,285 | 0.2% | 0.21% | 507 | +450 | 4.04% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 11,461 | 1,270 | 0.08% | 0.08% | 508 | -595 | -4.94% | Q1 2026 | Apr 17, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 10,972 | 1,268 | 0.95% | 1.0% | 509 | +108 | 0.99% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 11,248 | 1,246 | 0.04% | 0.05% | 510 | -64 | -0.57% | Q1 2026 | May 07, 2026 |
| BAILARD, INC. | History | No change | 11,229 | 1,244 | 0.03% | 0.03% | 511 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 11,215 | 1,243 | 0.05% | 0.05% | 512 | +856 | 8.26% | Q1 2026 | May 08, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 11,192 | 1,240 | 0.35% | 1.36% | 513 | -30,989 | -73.47% | Q1 2026 | Apr 20, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 11,079 | 1,228 | 0.08% | 0.1% | 514 | -1,988 | -15.21% | Q1 2026 | Apr 27, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 11,055 | 1,225 | 0.03% | 0.04% | 515 | -493 | -4.27% | Q1 2026 | Apr 09, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 11,031 | 1,222 | 0.05% | 0.05% | 516 | +378 | 3.55% | Q1 2026 | Apr 30, 2026 |
| Black Maple Capital Management LP | History | No change | 10,970 | 1,216 | 0.68% | 0.9% | 517 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,946 | 1,213 | 0.02% | 0.08% | 518 | -30,064 | -73.31% | Q1 2026 | Apr 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 10,916 | 1,210 | 0.01% | 0.01% | 519 | -3,265 | -23.02% | Q1 2026 | May 01, 2026 |
| HOWE & RUSLING INC | History | Added to | 10,783 | 1,195 | 0.08% | 0.03% | 520 | +6,814 | 171.68% | Q1 2026 | Apr 28, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 10,676 | 1,184 | 0.8% | 0.8% | 521 | +1,515 | 16.54% | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 10,577 | 1,172 | 0.1% | 0.19% | 522 | -3,142 | -22.9% | Q1 2026 | May 12, 2026 |
| Elevation Capital Advisory, LLC | History | New | 10,554 | 1,170 | 0.5% | — | 523 | +10,554 | New | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 10,310 | 1,146 | 0.02% | 0.05% | 524 | -11,572 | -52.88% | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 10,300 | 1,141 | 0.27% | 0.54% | 526 | -6,473 | -38.59% | Q1 2026 | May 07, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 10,290 | 1,141 | 0.08% | 0.09% | 525 | -1,387 | -11.88% | Q1 2026 | Apr 28, 2026 |
| MN Wealth Advisors, LLC | History | New | 10,291 | 1,140 | 0.55% | — | 527 | +10,291 | New | Q1 2026 | Apr 22, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 10,183 | 1,128 | 0.18% | 0.19% | 528 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ARWA LLC | History | Reduced | 9,798 | 1,119 | 0.55% | 0.76% | 530 | -1,242 | -11.25% | Q1 2026 | Apr 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 10,097 | 1,119 | 0.06% | 0.07% | 529 | -909 | -8.26% | Q1 2026 | May 14, 2026 |
| First Citizens Financial Corp | History | Added to | 10,089 | 1,118 | 0.53% | 0.55% | 531 | +636 | 6.73% | Q1 2026 | Apr 07, 2026 |
| McLaughlin Asset Management, Inc. | History | Reduced | 10,082 | 1,117 | 1.07% | 1.06% | 532 | -8 | -0.08% | Q1 2026 | Apr 29, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 10,055 | 1,114 | 0.19% | 0.25% | 533 | -2,637 | -20.78% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Reduced | 9,951 | 1,103 | 0.08% | 0.17% | 534 | -7,877 | -44.18% | Q1 2026 | May 07, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 9,910 | 1,098 | 0.02% | 0.02% | 535 | +2,042 | 25.95% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 9,901 | 1,097 | 0.06% | 0.06% | 536 | +407 | 4.29% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 9,737 | 1,079 | 0.16% | 0.19% | 537 | -1,279 | -11.61% | Q1 2026 | May 13, 2026 |
| Ridgepath Capital Management LLC | History | Reduced | 9,700 | 1,075 | 0.53% | 0.53% | 538 | -19 | -0.2% | Q1 2026 | May 07, 2026 |
| JSF Financial, LLC | History | New | 9,610 | 1,065 | 0.21% | — | 539 | +9,610 | New | Q1 2026 | May 07, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 9,529 | 1,056 | 0.19% | 0.2% | 540 | -937 | -8.95% | Q1 2026 | Apr 29, 2026 |
| Glenview Trust Co | History | Reduced | 9,456 | 1,048 | 0.02% | 0.02% | 541 | -1,607 | -14.53% | Q1 2026 | May 08, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 9,373 | 1,039 | 0.19% | 0.17% | 542 | +1,194 | 14.6% | Q1 2026 | May 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 9,348 | 1,036 | 0.07% | 0.07% | 543 | +91 | 0.98% | Q1 2026 | May 05, 2026 |
| Legacy Private Trust Co. | History | Added to | 9,344 | 1,035 | 0.06% | 0.05% | 544 | +2,110 | 29.17% | Q1 2026 | Apr 07, 2026 |
| Savant Capital, LLC | History | Added to | 9,294 | 1,030 | 0.0% | 0.01% | 545 | +1,166 | 14.35% | Q1 2026 | May 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 9,215 | 1,021 | 0.0% | 0.0% | 546 | +309 | 3.47% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,193 | 1,019 | 0.09% | 0.11% | 547 | -1,665 | -15.33% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,061 | 1,004 | 0.04% | 0.04% | 548 | -292 | -3.12% | Q1 2026 | Apr 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 9,021 | 1,000 | 0.31% | 0.23% | 549 | -221 | -2.39% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 9,004 | 998 | 0.0% | 0.04% | 550 | -362,018 | -97.57% | Q1 2026 | May 15, 2026 |
| Abbot Financial Management, Inc. | History | No change | 8,946 | 991 | 0.41% | 0.44% | 551 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 8,933 | 990 | 0.35% | 0.38% | 552 | -198 | -2.17% | Q1 2026 | Apr 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,918 | 988 | 0.0% | 0.0% | 553 | -275 | -2.99% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 8,887 | 985 | 0.01% | 0.02% | 554 | -3,640 | -29.06% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Reduced | 8,655 | 985 | 0.03% | 0.04% | 555 | -570 | -6.18% | Q1 2026 | Apr 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 8,851 | 981 | 0.67% | 0.66% | 556 | +361 | 4.25% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 8,830 | 978 | 0.0% | 0.0% | 557 | +866 | 10.87% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 8,731 | 967 | 0.06% | 0.06% | 558 | +148 | 1.72% | Q1 2026 | Apr 13, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 8,707 | 965 | 0.19% | 0.19% | 559 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Loudon Investment Management, LLC | History | No change | 8,610 | 954 | 0.51% | 0.53% | 560 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 8,555 | 948 | 0.02% | 0.02% | 561 | -1,148 | -11.83% | Q1 2026 | May 14, 2026 |
| 1607 Capital Partners, LLC | History | New | 8,500 | 942 | 0.07% | — | 562 | +8,500 | New | Q1 2026 | May 15, 2026 |
| JM2 Capital Inc. | History | Added to | 8,484 | 940 | 0.78% | 0.76% | 563 | +490 | 6.13% | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | Reduced | 8,434 | 934 | 0.08% | 0.1% | 564 | -58 | -0.68% | Q1 2026 | May 06, 2026 |
| FULTON BANK, N.A. | History | Reduced | 8,420 | 933 | 0.03% | 0.03% | 565 | -84 | -0.99% | Q1 2026 | Apr 24, 2026 |
| SP Asset Management LLC | History | Added to | 8,407 | 931 | 0.08% | 0.08% | 566 | +26 | 0.31% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,313 | 921 | 0.07% | 0.06% | 567 | +834 | 11.15% | Q1 2026 | Apr 20, 2026 |
| MKT Advisors LLC | History | Added to | 8,158 | 912 | 0.31% | 0.33% | 568 | +37 | 0.46% | Q1 2026 | Apr 10, 2026 |
| Summit Wealth Partners, LLC | History | New | 8,215 | 910 | 0.14% | — | 569 | +8,215 | New | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,135 | 901 | 0.01% | 0.01% | 570 | +1,019 | 14.32% | Q1 2026 | Apr 22, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 8,115 | 899 | 0.0% | 0.0% | 571 | -140 | -1.7% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 8,084 | 896 | 0.11% | 0.17% | 573 | -3,995 | -33.07% | Q1 2026 | May 04, 2026 |
| Luminist Capital LLC | History | Added to | 8,088 | 896 | 1.19% | 1.05% | 572 | +877 | 12.16% | Q1 2026 | Apr 24, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 8,025 | 889 | 0.21% | 0.22% | 574 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Endowment Management, LP | History | No change | 8,000 | 887 | 0.1% | 0.12% | 575 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 7,999 | 886 | 0.1% | 0.11% | 576 | -1,106 | -12.15% | Q1 2026 | May 01, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 7,978 | 884 | 0.29% | 0.32% | 577 | -320 | -3.86% | Q1 2026 | Apr 08, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 7,969 | 883 | 0.22% | 0.21% | 578 | +223 | 2.88% | Q1 2026 | Apr 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,963 | 882 | 0.0% | 0.0% | 579 | -13,507 | -62.91% | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 7,956 | 882 | 0.54% | 0.57% | 580 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kovack Advisors, Inc. | History | Added to | 7,930 | 880 | 0.05% | 0.04% | 581 | +1,417 | 21.76% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 7,775 | 861 | 0.04% | 0.04% | 582 | +324 | 4.35% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,747 | 859 | 0.03% | 0.04% | 583 | -2,896 | -27.21% | Q1 2026 | Apr 21, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 7,752 | 859 | 0.06% | 0.06% | 584 | -79 | -1.01% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | No change | 7,747 | 858 | 0.02% | 0.02% | 585 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hills Bank & Trust Co | History | New | 7,715 | 855 | 0.04% | — | 586 | +7,715 | New | Q1 2026 | May 01, 2026 |
| Circle Wealth Management, LLC | History | Added to | 7,706 | 854 | 0.01% | 0.01% | 587 | +2,568 | 49.98% | Q1 2026 | May 11, 2026 |
| Kessler Investment Group, LLC | History | Added to | 7,674 | 850 | 0.4% | 0.31% | 588 | +1,493 | 24.15% | Q1 2026 | Apr 10, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 7,646 | 847 | 0.53% | 0.29% | 589 | -36 | -0.47% | Q1 2026 | May 01, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 7,593 | 841 | 0.57% | 0.63% | 591 | -43 | -0.56% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | No change | 7,588 | 841 | 0.04% | 0.04% | 590 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 7,583 | 840 | 0.07% | — | 592 | +7,583 | New | Q1 2026 | May 06, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 7,570 | 839 | 0.4% | 0.43% | 593 | -209 | -2.69% | Q1 2026 | Apr 20, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 7,554 | 837 | 0.17% | 0.3% | 594 | -5,334 | -41.39% | Q1 2026 | Apr 20, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 7,516 | 833 | 0.01% | 0.02% | 595 | -459 | -5.76% | Q1 2026 | Apr 10, 2026 |
| Larson Financial Group LLC | History | Added to | 7,452 | 826 | 0.03% | 0.02% | 596 | +1,386 | 22.85% | Q1 2026 | May 15, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 7,011 | 821 | 0.09% | 0.12% | 597 | -14 | -0.2% | Q1 2026 | May 12, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 7,360 | 815 | 0.13% | 0.14% | 598 | +356 | 5.08% | Q1 2026 | May 12, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 7,317 | 811 | 0.07% | 0.08% | 599 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 7,288 | 807 | 0.21% | 0.23% | 600 | -170 | -2.28% | Q1 2026 | Apr 22, 2026 |
| Busey Bank | History | No change | 7,283 | 807 | 0.02% | 0.02% | 601 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Argent Trust Co | History | Reduced | 7,279 | 806 | 0.03% | 0.03% | 602 | -849 | -10.45% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7,262 | 805 | 0.09% | 0.1% | 603 | -1,002 | -12.12% | Q1 2026 | Apr 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 7,246 | 803 | 0.04% | 0.03% | 604 | +2,457 | 51.31% | Q1 2026 | Apr 16, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 7,224 | 800 | 0.0% | 0.01% | 605 | -10,906 | -60.15% | Q1 2026 | May 13, 2026 |
| Rockingstone Advisors LLC | History | No change | 7,193 | 797 | 0.37% | 0.39% | 606 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Kaizen Financial Strategies | History | Added to | 6,622 | 786 | 0.33% | 0.33% | 607 | +350 | 5.58% | Q1 2026 | May 01, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 7,082 | 785 | 0.31% | 0.44% | 610 | -2,910 | -29.12% | Q1 2026 | Apr 07, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 7,086 | 785 | 0.06% | 0.07% | 609 | -1,648 | -18.87% | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 7,087 | 785 | 0.03% | 0.03% | 608 | -125 | -1.73% | Q1 2026 | Apr 16, 2026 |
| Blue Fin Capital, Inc. | History | No change | 6,637 | 781 | 0.12% | 0.12% | 611 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strategic Blueprint, LLC | History | Added to | 7,024 | 778 | 0.05% | 0.03% | 612 | +3,163 | 81.92% | Q1 2026 | Apr 29, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 7,011 | 777 | 0.12% | 0.15% | 613 | +178 | 2.61% | Q1 2026 | Apr 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 7,000 | 776 | 0.06% | 0.06% | 614 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 6,979 | 773 | 0.18% | 0.2% | 615 | -50 | -0.71% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 6,960 | 771 | 0.0% | 0.0% | 616 | -1,999 | -22.31% | Q1 2026 | May 05, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 6,929 | 768 | 0.17% | 0.2% | 617 | -668 | -8.79% | Q1 2026 | Apr 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 6,906 | 765 | 0.39% | 0.43% | 618 | +50 | 0.73% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 6,869 | 761 | 0.03% | 0.04% | 619 | +144 | 2.14% | Q1 2026 | Apr 30, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 6,818 | 755 | 0.0% | 0.01% | 620 | -10,862 | -61.44% | Q1 2026 | May 08, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 6,801 | 753 | 0.14% | 0.15% | 621 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,730 | 746 | 0.03% | 0.03% | 622 | -25 | -0.37% | Q1 2026 | May 12, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 6,707 | 743 | 0.28% | 0.19% | 623 | -50 | -0.74% | Q1 2026 | May 04, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 6,677 | 740 | 0.26% | 0.27% | 624 | +217 | 3.36% | Q1 2026 | May 14, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 6,660 | 738 | 0.05% | 0.05% | 625 | -61 | -0.91% | Q1 2026 | Apr 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 6,651 | 737 | 0.1% | 0.11% | 626 | +885 | 15.35% | Q1 2026 | Apr 30, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 6,635 | 735 | 0.25% | 0.27% | 627 | -215 | -3.14% | Q1 2026 | Apr 03, 2026 |
| jvl associates llc | History | No change | 6,625 | 734 | 0.25% | 0.25% | 628 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Visionary Wealth Advisors | History | Added to | 6,591 | 730 | 0.03% | 0.03% | 629 | +1,409 | 27.19% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 6,566 | 727 | 0.05% | 0.06% | 630 | -275 | -4.02% | Q1 2026 | Apr 21, 2026 |
| Ascent Group, LLC | History | Reduced | 6,556 | 726 | 0.03% | 0.03% | 631 | -987 | -13.08% | Q1 2026 | May 15, 2026 |
| Burford Brothers, Inc. | History | Reduced | 6,472 | 717 | 0.29% | 0.32% | 632 | -142 | -2.15% | Q1 2026 | Apr 27, 2026 |
| Quantbot Technologies LP | History | Added to | 6,412 | 710 | 0.03% | 0.01% | 633 | +2,971 | 86.34% | Q1 2026 | May 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 6,364 | 705 | 0.17% | 0.55% | 634 | -12,775 | -66.75% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,352 | 704 | 0.01% | 0.02% | 635 | -18,819 | -74.76% | Q1 2026 | May 13, 2026 |
| Elm Partners Management LLC | History | Added to | 6,512 | 703 | 0.03% | 0.01% | 636 | +4,292 | 193.33% | Q1 2026 | May 13, 2026 |
| Ark Wealth Advisors LLC | History | Added to | 6,343 | 703 | 0.7% | 0.8% | 637 | +3 | 0.05% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 6,333 | 702 | 0.02% | 0.01% | 638 | +2,965 | 88.03% | Q1 2026 | May 06, 2026 |
| DRW Securities, LLC | History | Reduced | 6,331 | 701 | 0.01% | 0.08% | 639 | -17,902 | -73.87% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 6,328 | 701 | 0.16% | 0.17% | 640 | +230 | 3.77% | Q1 2026 | Apr 27, 2026 |
| NBT BANK N A /NY | History | Added to | 6,311 | 699 | 0.05% | 0.04% | 641 | +1,218 | 23.92% | Q1 2026 | Apr 28, 2026 |
| Jacobs Equity LLC | History | Added to | 6,268 | 694 | 0.62% | 0.64% | 642 | +633 | 11.23% | Q1 2026 | May 14, 2026 |
| United Bank | History | New | 6,240 | 691 | 0.23% | — | 644 | +6,240 | New | Q1 2026 | May 01, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 6,237 | 691 | 0.42% | 0.39% | 643 | +828 | 15.31% | Q1 2026 | Apr 21, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,229 | 690 | 0.0% | — | 646 | +6,229 | New | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,232 | 690 | 0.03% | 0.05% | 645 | -3,162 | -33.66% | Q1 2026 | Apr 28, 2026 |
| Banco Santander, S.A. | History | Reduced | 6,193 | 686 | 0.01% | 0.04% | 647 | -44,034 | -87.67% | Q1 2026 | May 08, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 6,150 | 681 | 0.06% | 0.06% | 648 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,119 | 678 | 0.0% | 0.0% | 650 | -160 | -2.55% | Q1 2026 | May 08, 2026 |
| FineMark National Bank & Trust | History | No change | 5,764 | 678 | 0.02% | 0.02% | 649 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| True Vision MN LLC | History | Added to | 6,098 | 676 | 0.35% | 0.31% | 651 | +837 | 15.91% | Q1 2026 | Apr 16, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 6,091 | 675 | 0.27% | 4.2% | 652 | -82,640 | -93.14% | Q1 2026 | May 11, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 6,087 | 674 | 0.1% | 0.08% | 653 | +950 | 18.49% | Q1 2026 | May 01, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 6,068 | 672 | 0.26% | 0.25% | 654 | +371 | 6.51% | Q1 2026 | May 12, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 6,019 | 667 | 0.15% | 0.75% | 655 | -23,891 | -79.88% | Q1 2026 | Apr 27, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 5,975 | 662 | 0.02% | 0.02% | 656 | +770 | 14.79% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,884 | 652 | 0.01% | 0.01% | 657 | +1,430 | 32.11% | Q1 2026 | May 13, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 5,878 | 651 | 0.01% | 0.63% | 658 | -484,393 | -98.8% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,856 | 649 | 0.01% | 0.01% | 659 | +335 | 6.07% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 5,846 | 648 | 0.01% | 0.0% | 660 | +3,165 | 118.05% | Q1 2026 | May 01, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 5,762 | 638 | 0.0% | 0.0% | 661 | +3,281 | 132.25% | Q1 2026 | May 15, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 5,750 | 637 | 0.15% | 0.18% | 662 | -850 | -12.88% | Q1 2026 | May 08, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 5,733 | 635 | 0.19% | 0.2% | 663 | +93 | 1.65% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | Added to | 5,733 | 635 | 0.01% | 0.01% | 664 | +25 | 0.44% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 5,720 | 634 | 0.02% | 0.03% | 665 | -1,312 | -18.66% | Q1 2026 | May 12, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 5,718 | 634 | 0.22% | 0.25% | 666 | -195 | -3.3% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,637 | 624 | 0.01% | 0.01% | 667 | -1,257 | -18.23% | Q1 2026 | Apr 10, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 5,569 | 617 | 0.4% | 0.44% | 668 | -268 | -4.59% | Q1 2026 | Apr 21, 2026 |
| Concorde Asset Management, LLC | History | No change | 5,233 | 616 | 0.25% | 0.25% | 669 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gallacher Capital Management LLC | History | Added to | 5,551 | 615 | 0.24% | 0.22% | 670 | +750 | 15.62% | Q1 2026 | May 05, 2026 |
| Americana Partners, LLC | History | Added to | 5,518 | 611 | 0.02% | 0.01% | 671 | +1,535 | 38.54% | Q1 2026 | May 12, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 5,457 | 605 | 0.16% | 0.11% | 673 | +1,512 | 38.33% | Q1 2026 | Apr 22, 2026 |
| WT Wealth Management | History | Added to | 5,462 | 605 | 0.18% | 0.15% | 672 | +1,008 | 22.63% | Q1 2026 | Apr 21, 2026 |
| Sather Financial Group Inc | History | Reduced | 5,429 | 601 | 0.04% | 0.03% | 674 | -20 | -0.37% | Q1 2026 | Apr 29, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 5,415 | 600 | 0.12% | 0.13% | 675 | -275 | -4.83% | Q1 2026 | May 15, 2026 |
| Gryphon Financial Partners LLC | History | No change | 5,416 | 600 | 0.06% | 0.07% | 676 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Astra Wealth Partners LLC | History | Added to | 5,399 | 598 | 0.36% | 0.37% | 677 | +76 | 1.43% | Q1 2026 | May 06, 2026 |
| RCW Management, LLC | History | No change | 5,367 | 594 | 0.61% | 0.64% | 678 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| McAdam, LLC | History | Added to | 5,355 | 593 | 0.03% | 0.03% | 679 | +468 | 9.58% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 5,330 | 590 | 0.0% | 0.0% | 680 | +477 | 9.83% | Q1 2026 | May 15, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 5,000 | 588 | 0.14% | 0.14% | 681 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 5,287 | 586 | 0.03% | 0.03% | 682 | -880 | -14.27% | Q1 2026 | Apr 29, 2026 |
| Caldwell Trust Co | History | Reduced | 5,283 | 585 | 0.05% | 0.06% | 683 | -126 | -2.33% | Q1 2026 | Apr 22, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 5,252 | 582 | 0.21% | 0.28% | 684 | -1,360 | -20.57% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,248 | 581 | 0.02% | 0.04% | 685 | -4,304 | -45.06% | Q1 2026 | Apr 28, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 5,233 | 580 | 0.59% | 0.8% | 686 | -1,101 | -17.38% | Q1 2026 | May 12, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 5,214 | 578 | 0.53% | 0.48% | 687 | +370 | 7.64% | Q1 2026 | May 05, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 5,200 | 576 | 0.05% | 0.05% | 688 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Choate Investment Advisors | History | No change | 5,177 | 573 | 0.01% | 0.01% | 689 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 5,166 | 572 | 0.1% | 0.15% | 691 | -2,502 | -32.63% | Q1 2026 | Apr 21, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 5,167 | 572 | 0.38% | 0.35% | 690 | +170 | 3.4% | Q1 2026 | Apr 16, 2026 |
| Monetary Solutions, Ltd | History | Added to | 5,156 | 571 | 0.55% | 0.58% | 692 | +150 | 3.0% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,944 | 570 | 0.01% | — | 694 | +4,944 | New | Q1 2026 | May 01, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,146 | 570 | 0.01% | 0.0% | 693 | +2,755 | 115.22% | Q1 2026 | Apr 27, 2026 |
| Elevation Advisory Partners LLC | History | New | 4,849 | 566 | 0.53% | — | 696 | +4,849 | New | Q1 2026 | May 08, 2026 |
| Stratos Investment Management, LLC | History | Added to | 5,110 | 566 | 0.02% | 0.02% | 695 | +462 | 9.94% | Q1 2026 | Apr 28, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 5,080 | 563 | 0.12% | 0.27% | 697 | -5,349 | -51.29% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 5,081 | 563 | 0.0% | — | 698 | +5,081 | New | Q1 2026 | May 11, 2026 |
| Clarius Group, LLC | History | No change | 4,773 | 561 | 0.03% | 0.03% | 699 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5,044 | 559 | 0.04% | 0.04% | 700 | -418 | -7.65% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 5,042 | 558 | 0.01% | — | 701 | +5,042 | New | Q1 2026 | May 15, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 5,015 | 555 | 0.01% | 0.01% | 702 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 5,001 | 554 | 0.11% | 0.06% | 703 | +2,289 | 84.4% | Q1 2026 | Apr 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 5,005 | 554 | 0.04% | 0.03% | 704 | +242 | 5.08% | Q1 2026 | May 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,992 | 553 | 0.0% | 0.0% | 705 | -444 | -8.17% | Q1 2026 | May 12, 2026 |
| Waldron Private Wealth LLC | History | No change | 4,977 | 551 | 0.02% | 0.02% | 706 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 4,959 | 549 | 0.0% | 0.0% | 707 | -265 | -5.07% | Q1 2026 | May 14, 2026 |
| Hardy Reed LLC | History | No change | 4,934 | 546 | 0.04% | 0.04% | 708 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COFG Advisors, LLC | History | Reduced | 4,919 | 545 | 0.13% | 0.14% | 709 | -36 | -0.73% | Q1 2026 | May 11, 2026 |
| AMJ Financial Wealth Management | History | Added to | 4,910 | 544 | 0.13% | 0.13% | 710 | +278 | 6.0% | Q1 2026 | May 08, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 4,562 | 537 | 0.02% | 0.02% | 711 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 4,843 | 536 | 0.28% | 0.16% | 712 | -263 | -5.15% | Q1 2026 | Apr 15, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 4,815 | 533 | 0.06% | 0.07% | 713 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 4,791 | 531 | 0.32% | 0.27% | 714 | +1,343 | 38.95% | Q1 2026 | May 12, 2026 |
| Hexagon Capital Partners LLC | History | New | 4,786 | 530 | 0.08% | — | 715 | +4,786 | New | Q1 2026 | May 04, 2026 |
| PW Nova Financial Services LLC | History | Added to | 4,758 | 527 | 0.13% | 0.12% | 717 | +1,954 | 69.69% | Q1 2026 | Apr 15, 2026 |
| WESBANCO BANK INC | History | Added to | 4,761 | 527 | 0.01% | 0.01% | 716 | +523 | 12.34% | Q1 2026 | Apr 21, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 4,744 | 525 | 0.34% | 0.4% | 718 | -1,170 | -19.78% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 4,729 | 524 | 0.0% | 0.0% | 719 | -674 | -12.47% | Q1 2026 | May 05, 2026 |
| Manchester Capital Management LLC | History | No change | 4,733 | 524 | 0.08% | 0.08% | 720 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 4,622 | 512 | 0.01% | 0.01% | 721 | +36 | 0.78% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,600 | 509 | 0.0% | 0.23% | 722 | -710,072 | -99.36% | Q1 2026 | May 04, 2026 |
| Inspire Advisors, LLC | History | Reduced | 4,588 | 508 | 0.04% | 0.06% | 724 | -680 | -12.91% | Q1 2026 | May 15, 2026 |
| Essex Bank | History | No change | 4,584 | 508 | 0.11% | 0.12% | 723 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 4,539 | 507 | 0.03% | 0.04% | 725 | -1,052 | -18.82% | Q1 2026 | Apr 07, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 4,556 | 505 | 0.08% | 0.1% | 726 | -1,177 | -20.53% | Q1 2026 | May 05, 2026 |
| Stonebrook Private Inc. | History | Reduced | 4,553 | 504 | 0.11% | 0.11% | 727 | -94 | -2.02% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,537 | 502 | 0.02% | 0.03% | 728 | +82 | 1.84% | Q1 2026 | Apr 28, 2026 |
| Trust Point Inc. | History | Reduced | 4,524 | 501 | 0.04% | 0.04% | 729 | -50 | -1.09% | Q1 2026 | Apr 15, 2026 |
| Fortis Capital Management LLC | History | Added to | 4,524 | 501 | 0.05% | 0.07% | 730 | +15 | 0.33% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Reduced | 4,490 | 497 | 0.07% | 0.08% | 731 | -150 | -3.23% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 4,479 | 496 | 0.02% | 0.05% | 733 | -4,731 | -51.37% | Q1 2026 | May 04, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 4,480 | 496 | 0.24% | 0.25% | 732 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 4,460 | 494 | 0.16% | 0.21% | 734 | -1,235 | -21.69% | Q1 2026 | Apr 21, 2026 |
| One Day In July LLC | History | Added to | 4,451 | 493 | 0.04% | 0.04% | 736 | +202 | 4.75% | Q1 2026 | May 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,454 | 493 | 0.01% | 0.01% | 735 | +100 | 2.3% | Q1 2026 | May 08, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 4,428 | 490 | 0.09% | 0.1% | 737 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 4,406 | 488 | 0.48% | 0.52% | 738 | +19 | 0.43% | Q1 2026 | Apr 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,394 | 487 | 0.06% | 0.07% | 739 | -354 | -7.46% | Q1 2026 | Apr 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 4,373 | 484 | 0.0% | 0.0% | 740 | +1,936 | 79.44% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 4,354 | 482 | 0.03% | 0.02% | 741 | +2,256 | 107.53% | Q1 2026 | May 18, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 4,346 | 481 | 0.12% | 0.14% | 742 | -3 | -0.07% | Q1 2026 | Apr 20, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 4,330 | 480 | 0.03% | 0.03% | 743 | +1,211 | 38.83% | Q1 2026 | May 08, 2026 |
| MRWM Advisors, LLC | History | No change | 4,335 | 480 | 0.26% | 0.27% | 744 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 4,325 | 479 | 0.46% | 0.44% | 745 | +64 | 1.5% | Q1 2026 | May 15, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 4,309 | 477 | 0.35% | 0.38% | 746 | -87 | -1.98% | Q1 2026 | Apr 09, 2026 |
| Cercano Management LLC | History | No change | 4,267 | 473 | 0.02% | 0.02% | 747 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 4,255 | 471 | 0.41% | 0.42% | 748 | -200 | -4.49% | Q1 2026 | May 14, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 4,246 | 470 | 0.06% | 0.07% | 749 | -319 | -6.99% | Q1 2026 | May 14, 2026 |
| Churchill Financial Advisors, LLC | History | New | 4,185 | 463 | 0.1% | — | 750 | +4,185 | New | Q1 2026 | Apr 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,919 | 461 | 0.03% | 0.03% | 751 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Xcel Wealth Management, LLC | History | No change | 4,159 | 461 | 0.13% | 0.12% | 752 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 4,151 | 460 | 0.0% | 0.0% | 753 | +1,163 | 38.92% | Q1 2026 | May 07, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 4,141 | 459 | 0.02% | — | 755 | +4,141 | New | Q1 2026 | May 15, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 4,252 | 459 | 0.52% | 0.65% | 754 | -1,381 | -24.52% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 4,098 | 457 | 0.01% | 0.02% | 756 | -3,517 | -46.19% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 4,109 | 455 | 0.01% | 0.01% | 757 | -1,095 | -21.04% | Q1 2026 | May 01, 2026 |
| Vident Advisory, LLC | History | Reduced | 4,039 | 447 | 0.0% | 0.01% | 758 | -1,220 | -23.2% | Q1 2026 | May 14, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 4,027 | 446 | 0.1% | 0.14% | 759 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Reduced | 4,022 | 445 | 0.01% | 0.01% | 760 | -1,434 | -26.28% | Q1 2026 | Apr 07, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 4,000 | 443 | 0.09% | 0.1% | 761 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 3,996 | 442 | 0.0% | — | 763 | +3,996 | New | Q1 2026 | May 15, 2026 |
| Welch Group, LLC | History | Reduced | 3,992 | 442 | 0.02% | 0.02% | 762 | -1,092 | -21.48% | Q1 2026 | Apr 21, 2026 |
| ARROW FINANCIAL CORP | History | No change | 3,955 | 438 | 0.04% | 0.05% | 764 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 3,938 | 436 | 0.19% | 0.21% | 765 | +43 | 1.1% | Q1 2026 | May 15, 2026 |
| SWMG, LLC | History | Reduced | 3,923 | 434 | 0.12% | 0.13% | 766 | -276 | -6.57% | Q1 2026 | Apr 24, 2026 |
| Brooklyn Investment Group | History | Added to | 3,901 | 432 | 0.01% | 0.02% | 768 | +1,061 | 37.36% | Q1 2026 | Apr 29, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | History | No change | 3,905 | 432 | 0.1% | 0.1% | 767 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | No change | 3,851 | 426 | 0.01% | 0.01% | 769 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Councilmark Asset Management, LLC | History | No change | 3,800 | 421 | 0.24% | 0.25% | 770 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Curat Global, LLC | History | Added to | 3,792 | 420 | 0.41% | 0.02% | 771 | +3,670 | 3008.2% | Q1 2026 | Apr 21, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 3,780 | 419 | 0.05% | 0.03% | 773 | +1,724 | 83.85% | Q1 2026 | Apr 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 3,786 | 419 | 0.01% | 0.02% | 772 | -60 | -1.56% | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | Reduced | 3,768 | 417 | 0.08% | 0.13% | 775 | -1,772 | -31.99% | Q1 2026 | May 07, 2026 |
| Acorns Advisers, LLC | History | Added to | 3,758 | 417 | 0.0% | 0.0% | 774 | +394 | 11.71% | Q1 2026 | May 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 3,756 | 416 | 0.03% | 0.04% | 776 | -570 | -13.18% | Q1 2026 | Apr 29, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 3,751 | 415 | 0.37% | 0.38% | 777 | +29 | 0.78% | Q1 2026 | Apr 16, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 3,698 | 409 | 0.12% | 0.1% | 778 | -1,770 | -32.37% | Q1 2026 | Apr 24, 2026 |
| Legacy Edge Advisors, LLC | History | New | 3,634 | 402 | 0.04% | — | 779 | +3,634 | New | Q1 2026 | May 11, 2026 |
| Samara Investment Management, LLC | History | New | 3,623 | 401 | 0.42% | — | 781 | +3,623 | New | Q1 2026 | May 07, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 3,625 | 401 | 0.06% | 0.07% | 780 | +8 | 0.22% | Q1 2026 | May 06, 2026 |
| Elevation Wealth Management LLC | History | Added to | 3,603 | 399 | 0.37% | 0.23% | 782 | +1,546 | 75.16% | Q1 2026 | May 11, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 3,607 | 399 | 0.11% | 0.11% | 783 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,571 | 395 | 0.03% | 0.04% | 784 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Trexquant Investment LP | History | Added to | 3,536 | 392 | 0.0% | 0.0% | 785 | +1,429 | 67.82% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,537 | 392 | 0.07% | 0.08% | 786 | +101 | 2.94% | Q1 2026 | May 11, 2026 |
| Stenger Family Office, LLC | History | No change | 3,540 | 392 | 0.07% | 0.09% | 787 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 3,500 | 388 | 0.06% | 0.08% | 789 | -674 | -16.15% | Q1 2026 | May 14, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 3,500 | 388 | 0.09% | 0.1% | 788 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 3,476 | 385 | 0.03% | 0.06% | 791 | -3,439 | -49.73% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,479 | 385 | 0.0% | 0.01% | 790 | -1,116 | -24.29% | Q1 2026 | Apr 20, 2026 |
| Walsh & Associates, LLC | History | Reduced | 3,466 | 384 | 0.38% | 0.42% | 792 | -154 | -4.25% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,293 | 381 | 0.01% | 0.02% | 794 | -1,100 | -25.04% | Q1 2026 | May 14, 2026 |
| MWA Asset Management | History | Reduced | 3,445 | 381 | 0.21% | 0.23% | 793 | -80 | -2.27% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 3,435 | 380 | 0.01% | 0.0% | 795 | +2,500 | 267.38% | Q1 2026 | Apr 13, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 3,426 | 379 | 0.02% | 0.21% | 796 | -39,358 | -91.99% | Q1 2026 | Apr 28, 2026 |
| Zhang Financial LLC | History | New | 3,415 | 378 | 0.01% | — | 798 | +3,415 | New | Q1 2026 | May 06, 2026 |
| Coyle Financial Counsel LLC | History | No change | 3,413 | 378 | 0.08% | 0.09% | 797 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VIAWEALTH, LLC | History | No change | 3,409 | 377 | 0.21% | 0.23% | 799 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 3,391 | 376 | 0.01% | 0.06% | 800 | -12,612 | -78.81% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 3,360 | 372 | 0.03% | 0.04% | 801 | -657 | -16.36% | Q1 2026 | Apr 24, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 3,356 | 372 | 0.21% | 0.24% | 802 | -168 | -4.77% | Q1 2026 | May 01, 2026 |
| CHICAGO TRUST Co NA | History | No change | 3,342 | 370 | 0.06% | 0.06% | 803 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 3,318 | 367 | 0.05% | 0.06% | 804 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Park Place Capital Corp | History | New | 3,307 | 366 | 0.07% | — | 805 | +3,307 | New | Q1 2026 | Apr 09, 2026 |
| Leo Wealth, LLC | History | Added to | 3,284 | 364 | 0.03% | 0.03% | 806 | +253 | 8.35% | Q1 2026 | May 05, 2026 |
| Capital Management Associates, Inc | History | No change | 3,265 | 361 | 0.08% | 0.08% | 807 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 3,254 | 360 | 0.57% | 0.4% | 808 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 3,233 | 358 | 0.01% | 0.01% | 809 | -438 | -11.93% | Q1 2026 | May 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 3,224 | 357 | 0.02% | 0.03% | 810 | -769 | -19.26% | Q1 2026 | May 06, 2026 |
| SkyOak Wealth, LLC | History | No change | 3,223 | 357 | 0.07% | 0.07% | 811 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 3,213 | 356 | 0.0% | 0.0% | 812 | +314 | 10.83% | Q1 2026 | Apr 24, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,214 | 356 | 0.01% | 0.01% | 813 | -183 | -5.39% | Q1 2026 | May 07, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 3,190 | 353 | 0.12% | 0.12% | 814 | -8 | -0.25% | Q1 2026 | May 13, 2026 |
| Axim Planning & Wealth | History | Reduced | 3,175 | 351 | 0.43% | 0.43% | 815 | -270 | -7.84% | Q1 2026 | May 14, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 3,149 | 349 | 0.32% | 0.33% | 816 | -75 | -2.33% | Q1 2026 | Apr 29, 2026 |
| Midwest Financial Group LLC | History | Added to | 3,151 | 349 | 0.15% | 0.16% | 817 | +4 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 3,146 | 348 | 0.14% | 0.14% | 818 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investment Management Trust, LLC | History | New | 3,113 | 345 | 0.34% | — | 820 | +3,113 | New | Q1 2026 | Apr 24, 2026 |
| Prostatis Group LLC | History | Reduced | 3,120 | 345 | 0.09% | 0.11% | 819 | -917 | -22.71% | Q1 2026 | May 12, 2026 |
| Innova Wealth Partners | History | Reduced | 3,109 | 344 | 0.16% | 2.38% | 821 | -37,010 | -92.25% | Q1 2026 | Apr 24, 2026 |
| GWN SECURITIES INC. | History | Added to | 3,099 | 343 | 0.07% | 0.07% | 822 | +36 | 1.18% | Q1 2026 | May 14, 2026 |
| Bowman & Co S.C. | History | No change | 2,917 | 343 | 0.14% | 0.14% | 823 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BOKF, NA | History | Reduced | 3,077 | 341 | 0.01% | 0.01% | 824 | -250 | -7.51% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 3,070 | 340 | 0.02% | 0.02% | 825 | +111 | 3.75% | Q1 2026 | May 12, 2026 |
| INTRUST BANK NA | History | No change | 3,056 | 338 | 0.03% | 0.03% | 826 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 3,046 | 337 | 0.2% | 0.2% | 827 | +132 | 4.53% | Q1 2026 | May 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 3,036 | 336 | 0.01% | 0.01% | 828 | +1,012 | 50.0% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 3,022 | 335 | 0.13% | — | 830 | +3,022 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 3,022 | 335 | 0.13% | 0.14% | 829 | -6 | -0.2% | Q1 2026 | Apr 23, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 3,021 | 334 | 0.01% | 0.01% | 831 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | New | 3,007 | 333 | 0.13% | — | 834 | +3,007 | New | Q1 2026 | Apr 13, 2026 |
| Severin Investments, LLC | History | Added to | 3,012 | 333 | 0.29% | 0.31% | 832 | +28 | 0.94% | Q1 2026 | Apr 24, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 3,004 | 333 | 0.12% | 0.13% | 833 | -28 | -0.92% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 2,991 | 331 | 0.0% | 0.0% | 835 | -1,283 | -30.02% | Q1 2026 | May 14, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 2,979 | 330 | 0.18% | 0.25% | 836 | -391 | -11.6% | Q1 2026 | Apr 16, 2026 |
| TBH Global Asset Management, LLC | History | New | 2,945 | 326 | 0.07% | — | 837 | +2,945 | New | Q1 2026 | Apr 22, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 2,930 | 324 | 0.16% | 3.95% | 838 | -63,801 | -95.61% | Q1 2026 | Apr 27, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 2,930 | 324 | 0.16% | — | 840 | +2,930 | New | Q1 2026 | Apr 17, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 2,924 | 324 | 0.02% | 0.02% | 839 | -54 | -1.81% | Q1 2026 | Apr 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,865 | 317 | 0.02% | 0.02% | 841 | +69 | 2.47% | Q1 2026 | May 13, 2026 |
| Goelzer Investment Management, Inc. | History | New | 2,852 | 316 | 0.02% | — | 843 | +2,852 | New | Q1 2026 | Apr 09, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 2,855 | 316 | 0.05% | 0.05% | 842 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 2,844 | 315 | 0.28% | — | 845 | +2,844 | New | Q1 2026 | Apr 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 2,684 | 315 | 0.0% | — | 844 | +2,684 | New | Q1 2026 | May 15, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,834 | 314 | 0.16% | 0.17% | 846 | -128 | -4.32% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 2,829 | 313 | 0.02% | 0.02% | 847 | +547 | 23.97% | Q1 2026 | Apr 10, 2026 |
| OneAscent Financial Services LLC | History | New | 2,794 | 309 | 0.02% | — | 848 | +2,794 | New | Q1 2026 | Apr 21, 2026 |
| Purewater Capital LLC | History | New | 2,781 | 308 | 0.29% | — | 849 | +2,781 | New | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,770 | 307 | 0.02% | 0.02% | 850 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| May Hill Capital, LLC | History | No change | 2,771 | 307 | 0.08% | 0.09% | 851 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 2,768 | 306 | 0.0% | 0.32% | 852 | -182,850 | -98.51% | Q1 2026 | May 12, 2026 |
| FCG Investment Co | History | New | 2,768 | 306 | 0.13% | — | 853 | +2,768 | New | Q1 2026 | Apr 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 2,751 | 304 | 0.01% | 0.01% | 854 | -205 | -6.94% | Q1 2026 | Apr 15, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 2,731 | 303 | 0.17% | 0.16% | 856 | -51 | -1.83% | Q1 2026 | Apr 30, 2026 |
| Nadler Financial Group, Inc. | History | No change | 2,735 | 303 | 0.03% | 0.03% | 855 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Accel Wealth Management | History | Added to | 2,730 | 302 | 0.08% | 0.08% | 857 | +145 | 5.61% | Q1 2026 | Apr 08, 2026 |
| LVW Advisors, LLC | History | New | 2,713 | 300 | 0.03% | — | 859 | +2,713 | New | Q1 2026 | Apr 20, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 2,708 | 300 | 0.06% | 0.06% | 858 | +372 | 15.92% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,546 | 299 | 0.09% | 0.09% | 860 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 2,687 | 297 | 0.09% | 0.1% | 861 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Empowered Funds, LLC | History | Reduced | 2,674 | 296 | 0.0% | 0.01% | 862 | -846 | -24.03% | Q1 2026 | May 14, 2026 |
| Encompass More Asset Management | History | Reduced | 2,668 | 295 | 0.05% | 0.64% | 864 | -26,935 | -90.99% | Q1 2026 | Apr 28, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 2,670 | 295 | 0.14% | 0.15% | 863 | -180 | -6.32% | Q1 2026 | Apr 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,657 | 294 | 0.01% | 0.0% | 866 | +416 | 18.56% | Q1 2026 | May 07, 2026 |
| CrossGen Wealth, LLC | History | Added to | 2,661 | 294 | 0.26% | 0.27% | 867 | +13 | 0.49% | Q1 2026 | Apr 22, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 3,256 | 294 | 0.03% | 0.03% | 865 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sageworth Trust Co | History | No change | 2,634 | 292 | 0.01% | 0.01% | 868 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| 1ST SOURCE BANK | History | Added to | 2,631 | 291 | 0.02% | 0.01% | 869 | +645 | 32.48% | Q1 2026 | May 04, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 2,532 | 291 | 0.02% | 0.02% | 870 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nautilus Advisors LLC | History | No change | 2,625 | 291 | 0.2% | 0.2% | 871 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Apella Capital, LLC | History | New | 2,428 | 289 | 0.0% | — | 872 | +2,428 | New | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 2,606 | 288 | 0.1% | 0.1% | 874 | +65 | 2.56% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 2,600 | 288 | 0.02% | 0.02% | 873 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 2,554 | 283 | 0.0% | 0.0% | 875 | +48 | 1.92% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 2,552 | 282 | 0.02% | 0.02% | 876 | +159 | 6.64% | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,541 | 281 | 0.24% | 0.25% | 877 | +100 | 4.1% | Q1 2026 | Apr 22, 2026 |
| Avestar Capital, LLC | History | Reduced | 2,518 | 279 | 0.02% | 0.62% | 879 | -78,890 | -96.91% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 2,380 | 279 | 0.02% | 0.02% | 880 | -587 | -19.78% | Q1 2026 | Apr 20, 2026 |
| Ironwood Financial, llc | History | No change | 2,519 | 279 | 0.05% | 0.05% | 878 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sava Infond d.o.o. | History | New | 2,500 | 277 | 0.04% | — | 881 | +2,500 | New | Q1 2026 | May 11, 2026 |
| Byrne Asset Management LLC | History | Reduced | 2,476 | 274 | 0.16% | 0.16% | 882 | -46 | -1.82% | Q1 2026 | Apr 02, 2026 |
| InTrack Investment Management Inc | History | Added to | 2,468 | 273 | 0.16% | 0.16% | 884 | +57 | 2.36% | Q1 2026 | Apr 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,324 | 273 | 0.0% | 0.0% | 883 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 2,462 | 272 | 0.01% | 0.01% | 885 | +2 | 0.08% | Q1 2026 | Apr 09, 2026 |
| Tranquility Partners, LLC | History | No change | 2,429 | 269 | 0.1% | 0.1% | 886 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Narus Financial Partners, LLC | History | Added to | 2,424 | 268 | 0.07% | 0.08% | 888 | +47 | 1.98% | Q1 2026 | Apr 21, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 2,422 | 268 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 2,401 | 266 | 0.07% | 0.08% | 889 | -6 | -0.25% | Q1 2026 | May 06, 2026 |
| BCS Wealth Management | History | Reduced | 2,358 | 261 | 0.05% | 0.06% | 891 | -2,358 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Quartz Partners, LLC | History | Added to | 2,359 | 261 | 0.1% | 0.09% | 890 | +197 | 9.11% | Q1 2026 | May 05, 2026 |
| Vivaldi Capital Management LP | History | No change | 2,353 | 260 | 0.04% | 0.04% | 892 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,340 | 259 | 0.01% | 0.01% | 893 | +16 | 0.69% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 2,322 | 257 | 0.0% | 0.0% | 894 | +261 | 12.66% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,173 | 256 | 0.01% | 0.01% | 896 | +3 | 0.14% | Q1 2026 | May 04, 2026 |
| Montecito Bank & Trust | History | No change | 2,318 | 256 | 0.04% | 0.04% | 895 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 2,305 | 255 | 0.03% | 0.02% | 897 | +254 | 12.38% | Q1 2026 | Apr 09, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 2,292 | 254 | 0.09% | 0.09% | 898 | -24 | -1.04% | Q1 2026 | Apr 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 2,276 | 252 | 0.14% | 0.25% | 899 | -1,437 | -38.7% | Q1 2026 | Apr 08, 2026 |
| Portside Wealth Group, LLC | History | New | 2,272 | 251 | 0.03% | — | 901 | +2,272 | New | Q1 2026 | May 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 2,270 | 251 | 0.02% | 0.02% | 900 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Triton Financial Group Inc | History | New | 2,184 | 250 | 0.44% | — | 903 | +2,184 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,258 | 250 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 2,244 | 248 | 0.01% | 0.01% | 904 | -31 | -1.36% | Q1 2026 | Apr 29, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 2,236 | 247 | 0.03% | 0.03% | 906 | -217 | -8.85% | Q1 2026 | May 04, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 2,229 | 247 | 0.07% | 0.07% | 905 | -104 | -4.46% | Q1 2026 | May 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 2,210 | 245 | 0.02% | 0.02% | 908 | +200 | 9.95% | Q1 2026 | Apr 27, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,216 | 245 | 0.15% | 0.15% | 907 | -20 | -0.89% | Q1 2026 | May 01, 2026 |
| Aries Wealth Management | History | No change | 2,209 | 244 | 0.05% | 0.06% | 909 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UNIQUE WEALTH, LLC | History | New | 2,194 | 243 | 0.03% | — | 910 | +2,194 | New | Q1 2026 | Apr 21, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 2,169 | 240 | 0.08% | 0.09% | 911 | -136 | -5.9% | Q1 2026 | Apr 14, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 2,167 | 240 | 0.04% | 0.04% | 912 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,149 | 238 | 0.0% | 0.0% | 913 | -197 | -8.4% | Q1 2026 | May 11, 2026 |
| Manske Wealth Management | History | No change | 2,155 | 238 | 0.07% | 0.07% | 914 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 2,129 | 236 | 0.09% | 0.1% | 915 | -6 | -0.28% | Q1 2026 | Apr 22, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 2,120 | 235 | 0.01% | 0.01% | 916 | -1,628 | -43.44% | Q1 2026 | May 07, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 2,123 | 235 | 0.17% | 0.31% | 917 | -1,399 | -39.72% | Q1 2026 | May 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 2,102 | 233 | 0.01% | 0.04% | 918 | -8,543 | -80.25% | Q1 2026 | Apr 17, 2026 |
| Advisors Capital Management, LLC | History | New | 2,109 | 233 | 0.0% | — | 919 | +2,109 | New | Q1 2026 | May 01, 2026 |
| Axecap Investments, LLC | History | New | 2,093 | 232 | 0.16% | — | 923 | +2,093 | New | Q1 2026 | Apr 20, 2026 |
| Entelevest, LLC | History | Added to | 2,099 | 232 | 0.23% | 0.22% | 922 | +217 | 11.53% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 2,096 | 232 | 0.03% | 0.03% | 920 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 2,100 | 232 | 0.13% | 0.13% | 921 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LPWM LLC | History | Reduced | 2,086 | 231 | 0.06% | 0.09% | 924 | -988 | -32.14% | Q1 2026 | Apr 08, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 2,067 | 229 | 0.13% | — | 925 | +2,067 | New | Q1 2026 | May 11, 2026 |
| FARMERS TRUST CO | History | Reduced | 2,065 | 228 | 0.04% | 0.05% | 926 | -450 | -17.89% | Q1 2026 | Apr 07, 2026 |
| Canopy Partners, LLC | History | Reduced | 2,059 | 228 | 0.08% | 0.08% | 927 | -15 | -0.72% | Q1 2026 | May 11, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 2,363 | 227 | 0.07% | 0.05% | 929 | +55 | 2.38% | Q1 2026 | Apr 23, 2026 |
| CRA Financial Services, LLC | History | No change | 2,053 | 227 | 0.03% | 0.03% | 928 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Clark Asset Management, LLC | History | Reduced | 2,041 | 226 | 0.02% | 0.03% | 930 | -292 | -12.52% | Q1 2026 | Apr 16, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 2,022 | 224 | 0.12% | 0.12% | 931 | -55 | -2.65% | Q1 2026 | Apr 20, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,023 | 224 | 0.11% | 0.11% | 932 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 1,996 | 221 | 0.14% | 0.14% | 934 | +7 | 0.35% | Q1 2026 | Apr 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 1,998 | 221 | 0.02% | 0.02% | 933 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 1,992 | 220 | 0.18% | 0.3% | 936 | -1,277 | -39.06% | Q1 2026 | May 15, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 1,988 | 220 | 0.04% | 0.03% | 935 | +218 | 12.32% | Q1 2026 | May 15, 2026 |
| EVERPAR ADVISORS LLC | History | New | 1,981 | 219 | 0.08% | — | 937 | +1,981 | New | Q1 2026 | Apr 21, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 1,969 | 218 | 0.05% | 0.05% | 938 | +6 | 0.31% | Q1 2026 | Apr 15, 2026 |
| Y.D. More Investments Ltd | History | No change | 2,000 | 217 | 0.01% | 0.01% | 939 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Broadleaf Partners, LLC | History | No change | 1,924 | 213 | 0.05% | 0.05% | 940 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,930 | 213 | 0.04% | 0.05% | 941 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Vertrix Wealth Management, LLC | History | New | 1,915 | 212 | 0.08% | — | 945 | +1,915 | New | Q1 2026 | Apr 24, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 1,919 | 212 | 0.13% | 0.14% | 944 | -183 | -8.71% | Q1 2026 | Apr 15, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 1,914 | 212 | 0.03% | 0.03% | 943 | -83 | -4.16% | Q1 2026 | Apr 27, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 1,912 | 212 | 0.01% | 0.01% | 942 | -18 | -0.93% | Q1 2026 | Apr 24, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 1,908 | 211 | 0.03% | — | 948 | +1,908 | New | Q1 2026 | May 11, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 1,908 | 211 | 0.03% | 0.06% | 946 | -1,530 | -44.5% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | No change | 1,909 | 211 | 0.04% | 0.04% | 947 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 1,896 | 210 | 0.01% | 0.06% | 949 | -15,201 | -88.91% | Q1 2026 | May 18, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 1,897 | 210 | 0.03% | 0.03% | 950 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Premier Private Wealth Management LLC | History | New | 1,889 | 209 | 0.22% | — | 954 | +1,889 | New | Q1 2026 | May 07, 2026 |
| Fjell Capital, LLC | History | New | 1,887 | 209 | 0.16% | — | 953 | +1,887 | New | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,890 | 209 | 0.01% | 0.01% | 951 | +83 | 4.59% | Q1 2026 | Apr 06, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 1,886 | 209 | 0.06% | 0.07% | 952 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 1,880 | 208 | 0.03% | 0.04% | 956 | -517 | -21.57% | Q1 2026 | Apr 23, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 1,882 | 208 | 0.09% | 0.1% | 955 | -9 | -0.48% | Q1 2026 | Apr 29, 2026 |
| Black Swift Group, LLC | History | Reduced | 1,875 | 207 | 0.04% | 0.07% | 957 | -1,910 | -50.46% | Q1 2026 | Apr 24, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 1,868 | 207 | 0.08% | 0.09% | 958 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 1,862 | 206 | 0.14% | 0.15% | 960 | +43 | 2.36% | Q1 2026 | Apr 08, 2026 |
| Cottage Street Advisors LLC | History | Added to | 1,861 | 206 | 0.09% | 0.09% | 961 | +1 | 0.05% | Q1 2026 | Apr 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,862 | 206 | 0.08% | 0.09% | 959 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 1,841 | 204 | 0.0% | 0.01% | 962 | -1,959 | -51.55% | Q1 2026 | Apr 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 1,736 | 204 | 0.04% | 0.04% | 963 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,832 | 203 | 0.01% | 0.01% | 964 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CAPE ANN SAVINGS BANK | History | Reduced | 1,831 | 202 | 0.1% | 0.11% | 965 | -1 | -0.05% | Q1 2026 | Apr 27, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,827 | 202 | 0.01% | 0.01% | 966 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Addison Advisors LLC | History | No change | 1,813 | 200 | 0.04% | 0.05% | 967 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CERTUITY, LLC | History | Reduced | 1,783 | 197 | 0.01% | 0.02% | 968 | -442 | -19.87% | Q1 2026 | May 11, 2026 |
| Bank of New Hampshire | History | Reduced | 1,761 | 195 | 0.04% | 0.05% | 969 | -50 | -2.76% | Q1 2026 | Apr 13, 2026 |
| Activest Wealth Management | History | Added to | 1,724 | 191 | 0.03% | 0.04% | 970 | +1 | 0.06% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | No change | 1,714 | 190 | 0.0% | 0.0% | 971 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,665 | 184 | 0.02% | 0.02% | 972 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 1,573 | 175 | 0.0% | 0.01% | 973 | -617 | -28.17% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,576 | 174 | 0.02% | 0.02% | 974 | -102 | -6.08% | Q1 2026 | Apr 29, 2026 |
| Arkos Global Advisors | History | New | 1,559 | 173 | 0.02% | — | 975 | +1,559 | New | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,588 | 171 | 0.01% | 0.01% | 977 | -248 | -13.51% | Q1 2026 | May 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 1,549 | 171 | 0.05% | 0.06% | 976 | -210 | -11.94% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 1,508 | 167 | 0.01% | 0.01% | 978 | -245 | -13.98% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,424 | 167 | 0.01% | 0.01% | 979 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 1,435 | 159 | 0.0% | 0.0% | 980 | +106 | 7.98% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,439 | 159 | 0.01% | 0.01% | 981 | +2 | 0.14% | Q1 2026 | Apr 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,419 | 157 | 0.0% | 0.0% | 982 | -471 | -24.92% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1,386 | 153 | 0.02% | 0.02% | 983 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BAYBAN | History | No change | 1,355 | 150 | 0.13% | 0.14% | 984 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,331 | 147 | 0.01% | 0.01% | 985 | +19 | 1.45% | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,291 | 143 | 0.0% | 0.0% | 986 | +145 | 12.65% | Q1 2026 | May 06, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 1,280 | 141 | 0.05% | 0.06% | 987 | -100 | -7.25% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,269 | 140 | 0.0% | 0.0% | 988 | -34,356 | -96.44% | Q1 2026 | May 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 1,268 | 140 | 0.02% | 0.03% | 989 | +1 | 0.08% | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 1,260 | 139 | 0.02% | 0.03% | 990 | -24 | -1.87% | Q1 2026 | May 07, 2026 |
| Purpose Unlimited Inc. | History | Added to | 1,249 | 138 | 0.01% | 0.0% | 991 | +607 | 94.55% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,212 | 134 | 0.0% | 0.0% | 992 | +151 | 14.23% | Q1 2026 | Apr 07, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 1,146 | 127 | 0.01% | 0.01% | 993 | -19 | -1.63% | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,126 | 125 | 0.0% | 0.0% | 994 | +415 | 58.37% | Q1 2026 | May 01, 2026 |
| Colonial Trust Advisors | History | Reduced | 1,135 | 125 | 0.01% | 0.01% | 995 | -100 | -8.1% | Q1 2026 | May 12, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,113 | 123 | 0.06% | 0.06% | 996 | +18 | 1.64% | Q1 2026 | May 01, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1,101 | 122 | 0.01% | 0.02% | 997 | -45 | -3.93% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,022 | 118 | 0.02% | 0.02% | 998 | -38 | -3.58% | Q1 2026 | May 06, 2026 |
| CITY HOLDING CO | History | Added to | 1,040 | 115 | 0.01% | 0.01% | 999 | +450 | 76.27% | Q1 2026 | Apr 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,039 | 115 | 0.01% | 0.02% | 1000 | -110 | -9.57% | Q1 2026 | Apr 30, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 1,018 | 112 | 0.04% | 0.04% | 1001 | +70 | 7.38% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,007 | 111 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Winch Advisory Services, LLC | History | Added to | 962 | 106 | 0.02% | 0.02% | 1003 | +3 | 0.31% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 961 | 106 | 0.01% | 0.02% | 1004 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Investors Research Corp | History | No change | 951 | 105 | 0.02% | 0.02% | 1005 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Weaver Capital Management LLC | History | Reduced | 940 | 104 | 0.02% | 0.02% | 1006 | -27 | -2.79% | Q1 2026 | Apr 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 941 | 104 | 0.07% | 0.07% | 1007 | +3 | 0.32% | Q1 2026 | Apr 07, 2026 |
| Bangor Savings Bank | History | No change | 931 | 103 | 0.01% | 0.01% | 1008 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 922 | 102 | 0.1% | 0.11% | 1009 | -5 | -0.54% | Q1 2026 | Apr 22, 2026 |
| North Star Investment Management Corp. | History | New | 914 | 101 | 0.01% | — | 1010 | +914 | New | Q1 2026 | Apr 23, 2026 |
| Align Financial, LLC | History | Reduced | 904 | 100 | 0.06% | 0.06% | 1011 | -105,515 | -99.15% | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 897 | 99 | 0.04% | 0.15% | 1012 | -2,687 | -74.97% | Q1 2026 | Apr 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 896 | 99 | 0.07% | 0.07% | 1013 | +102 | 12.85% | Q1 2026 | Apr 16, 2026 |
| Banque Cantonale Vaudoise | History | No change | 859 | 95 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trask Adam Roland | History | New | 836 | 92 | 0.09% | — | 1015 | +836 | New | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | Added to | 816 | 90 | 0.01% | 0.01% | 1017 | +19 | 2.38% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 814 | 90 | 0.01% | 0.01% | 1018 | -6 | -0.73% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | No change | 818 | 90 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 807 | 89 | 0.02% | 0.02% | 1019 | +52 | 6.89% | Q1 2026 | May 13, 2026 |
| Avalon Trust Co | History | No change | 807 | 89 | 0.01% | 0.01% | 1020 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Paladin Advisory Group, LLC | History | No change | 807 | 89 | 0.07% | 0.07% | 1021 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 802 | 88 | 0.01% | 0.02% | 1022 | -927 | -53.61% | Q1 2026 | May 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 801 | 88 | 0.04% | 0.05% | 1023 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 3Chopt Investment Partners, LLC | History | New | 784 | 86 | 0.02% | — | 1024 | +784 | New | Q1 2026 | Apr 23, 2026 |
| DAGCO, INC. | History | New | 770 | 85 | 0.02% | — | 1026 | +770 | New | Q1 2026 | Apr 20, 2026 |
| Wellington Grp LLC | History | Reduced | 773 | 85 | 0.03% | 0.04% | 1025 | -209 | -21.28% | Q1 2026 | May 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 726 | 80 | 0.01% | 0.01% | 1027 | -384 | -34.59% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 722 | 80 | 0.01% | 0.0% | 1028 | +210 | 41.02% | Q1 2026 | May 05, 2026 |
| Nemes Rush Group LLC | History | Added to | 730 | 80 | 0.01% | 0.01% | 1029 | +17 | 2.38% | Q1 2026 | Apr 21, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 705 | 78 | 0.01% | 0.0% | 1030 | +129 | 22.4% | Q1 2026 | May 06, 2026 |
| Provident Wealth Management, LLC | History | No change | 711 | 78 | 0.02% | 0.02% | 1031 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 698 | 77 | 0.04% | 0.05% | 1032 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 678 | 75 | 0.0% | 0.01% | 1033 | -1,664 | -71.05% | Q1 2026 | Apr 13, 2026 |
| Transce3nd, LLC | History | Reduced | 684 | 75 | 0.67% | 0.65% | 1035 | -1 | -0.15% | Q1 2026 | May 07, 2026 |
| GODSEY & GIBB, INC | History | No change | 683 | 75 | 0.01% | 0.01% | 1034 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 642 | 71 | 0.01% | 0.01% | 1036 | +72 | 12.63% | Q1 2026 | May 15, 2026 |
| Integrity Financial Corp /WA | History | Added to | 630 | 69 | 0.03% | 0.04% | 1037 | +2 | 0.32% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 585 | 69 | 0.01% | 0.01% | 1038 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| New Millennium Group LLC | History | No change | 569 | 66 | 0.03% | 0.03% | 1039 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clayton Financial Group LLC | History | No change | 584 | 64 | 0.03% | 0.03% | 1040 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 572 | 63 | 0.0% | — | 1041 | +572 | New | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 562 | 62 | 0.0% | 0.0% | 1042 | -160 | -22.16% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 557 | 61 | 0.01% | 0.01% | 1044 | +347 | 165.24% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 547 | 61 | 0.02% | 0.02% | 1043 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 542 | 60 | 0.02% | 0.02% | 1045 | -10 | -1.81% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 530 | 58 | 0.02% | 0.02% | 1046 | -38 | -6.69% | Q1 2026 | Apr 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 519 | 57 | 0.0% | 0.0% | 1047 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 506 | 56 | 0.0% | 0.0% | 1048 | +164 | 47.95% | Q1 2026 | Apr 24, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 508 | 55 | 0.0% | — | 1050 | +508 | New | Q1 2026 | May 12, 2026 |
| West Branch Capital LLC | History | No change | 499 | 55 | 0.01% | 0.01% | 1049 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 489 | 54 | 0.01% | 0.14% | 1055 | -8,887 | -94.78% | Q1 2026 | Apr 08, 2026 |
| Fairway Wealth LLC | History | New | 491 | 54 | 0.01% | — | 1056 | +491 | New | Q1 2026 | Apr 23, 2026 |
| Community Bank, N.A. | History | Added to | 495 | 54 | 0.01% | 0.01% | 1052 | +21 | 4.43% | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 495 | 54 | 0.0% | 0.0% | 1051 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 495 | 54 | 0.01% | 0.01% | 1053 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 493 | 54 | 0.0% | 0.0% | 1054 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 482 | 53 | 0.01% | — | 1058 | +482 | New | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | Added to | 486 | 53 | 0.01% | 0.0% | 1057 | +316 | 185.88% | Q1 2026 | May 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 478 | 52 | 0.0% | — | 1059 | +478 | New | Q1 2026 | Apr 14, 2026 |
| Investment Research & Advisory Group, Inc. | History | New | 135 | 49 | 0.02% | — | 1060 | +135 | New | Q1 2026 | Apr 20, 2026 |
| Register Financial Advisors LLC | History | No change | 439 | 48 | 0.02% | 0.02% | 1061 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BankPlus Trust Department | History | No change | 435 | 48 | 0.01% | 0.01% | 1062 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 430 | 47 | 0.0% | 0.05% | 1063 | -5,604 | -92.87% | Q1 2026 | May 12, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | New | 426 | 47 | 0.02% | — | 1065 | +426 | New | Q1 2026 | May 06, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 426 | 47 | 0.02% | — | 1066 | +426 | New | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 427 | 47 | 0.0% | 0.0% | 1064 | -25 | -5.53% | Q1 2026 | Apr 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 397 | 44 | 0.0% | — | 1069 | +397 | New | Q1 2026 | Apr 29, 2026 |
| Morse Asset Management, Inc | History | No change | 400 | 44 | 0.01% | 0.01% | 1067 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | No change | 402 | 44 | 0.01% | 0.01% | 1068 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Truvestments Capital LLC | History | Added to | 391 | 43 | 0.01% | 0.01% | 1071 | +1 | 0.26% | Q1 2026 | May 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 389 | 43 | 0.01% | 0.01% | 1070 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 391 | 43 | 0.01% | 0.01% | 1072 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | Reduced | 384 | 42 | 0.0% | 0.0% | 1073 | -97 | -20.17% | Q1 2026 | May 05, 2026 |
| United Community Bank | History | No change | 380 | 42 | 0.01% | 0.02% | 1074 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Roxbury Financial LLC | History | Added to | 379 | 41 | 0.04% | 0.04% | 1075 | +2 | 0.53% | Q1 2026 | Apr 17, 2026 |
| BIRCHBROOK, INC. | History | No change | 378 | 41 | 0.02% | 0.02% | 1076 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 368 | 40 | 0.0% | 0.01% | 1078 | -528 | -58.93% | Q1 2026 | Apr 17, 2026 |
| Crewe Advisors LLC | History | Reduced | 366 | 40 | 0.0% | 0.0% | 1077 | -91 | -19.91% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 369 | 40 | 0.02% | 0.02% | 1079 | +26 | 7.58% | Q1 2026 | May 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 360 | 39 | 0.03% | — | 1082 | +360 | New | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 356 | 39 | 0.01% | 0.01% | 1080 | -40 | -10.1% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | No change | 356 | 39 | 0.0% | 0.0% | 1081 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | Added to | 341 | 37 | 0.01% | 0.01% | 1083 | +4 | 1.19% | Q1 2026 | May 05, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 342 | 37 | 0.01% | 0.01% | 1084 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pacifica Partners Inc. | History | No change | 325 | 36 | 0.01% | 0.02% | 1085 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 311 | 34 | 0.01% | 0.01% | 1086 | +42 | 15.61% | Q1 2026 | May 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 305 | 33 | 0.02% | — | 1088 | +305 | New | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 305 | 33 | 0.0% | 0.0% | 1087 | +92 | 43.19% | Q1 2026 | May 12, 2026 |
| BankChampaign, National Association | History | New | 290 | 32 | 0.03% | — | 1090 | +290 | New | Q1 2026 | May 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 290 | 32 | 0.0% | 0.0% | 1089 | -10 | -3.33% | Q1 2026 | Apr 23, 2026 |
| Anchor Investment Management, LLC | History | Added to | 275 | 30 | 0.0% | 0.0% | 1091 | +25 | 10.0% | Q1 2026 | May 01, 2026 |
| Red Tortoise LLC | History | Added to | 279 | 30 | 0.01% | 0.01% | 1092 | +1 | 0.36% | Q1 2026 | Apr 21, 2026 |
| Napier Financial, LLC | History | New | 269 | 29 | 0.01% | — | 1094 | +269 | New | Q1 2026 | May 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 263 | 29 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 255 | 28 | 0.0% | 0.0% | 1095 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 251 | 27 | 0.03% | 0.16% | 1097 | -1,172 | -82.36% | Q1 2026 | Apr 08, 2026 |
| Financial Life Planners | History | New | 247 | 27 | 0.02% | — | 1099 | +247 | New | Q1 2026 | Apr 24, 2026 |
| Seal Cove Capital, LLC | History | Added to | 250 | 27 | 0.02% | 0.03% | 1098 | +11 | 4.6% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 246 | 27 | 0.0% | 0.0% | 1096 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 241 | 26 | 0.0% | 0.01% | 1101 | -452 | -65.22% | Q1 2026 | May 11, 2026 |
| Pioneer Family Office, LLC | History | Added to | 242 | 26 | 0.02% | 0.02% | 1102 | +1 | 0.41% | Q1 2026 | May 13, 2026 |
| Solstein Capital, LLC | History | No change | 243 | 26 | 0.01% | 0.01% | 1100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Reduced | 227 | 25 | 0.01% | 0.01% | 1104 | -5 | -2.16% | Q1 2026 | May 04, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 227 | 25 | 0.0% | 0.0% | 1103 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 226 | 25 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 217 | 24 | 0.01% | — | 1107 | +217 | New | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 214 | 24 | 0.01% | 0.01% | 1106 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 216 | 23 | 0.01% | — | 1109 | +216 | New | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | No change | 215 | 23 | 0.0% | 0.0% | 1108 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GHP Investment Advisors, Inc. | History | New | 200 | 22 | 0.0% | — | 1110 | +200 | New | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 186 | 20 | 0.0% | 0.0% | 1112 | -93 | -33.33% | Q1 2026 | Apr 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 183 | 20 | 0.0% | 0.0% | 1113 | -13 | -6.63% | Q1 2026 | May 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 185 | 20 | 0.0% | 0.0% | 1111 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Eukles Asset Management | History | Reduced | 179 | 19 | 0.01% | 0.01% | 1114 | -4 | -2.19% | Q1 2026 | May 05, 2026 |
| Pacific Center for Financial Services | History | No change | 180 | 19 | 0.0% | 0.01% | 1115 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 172 | 19 | 0.0% | 0.0% | 1116 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Versant Capital Management, Inc | History | No change | 176 | 19 | 0.0% | 0.0% | 1117 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 173 | 19 | 0.0% | 0.0% | 1118 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NVWM, LLC | History | Reduced | 164 | 18 | 0.0% | 0.01% | 1119 | -63 | -27.75% | Q1 2026 | Apr 27, 2026 |
| Miller Capital Partners, Inc. | History | No change | 164 | 18 | 0.01% | 0.01% | 1120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | No change | 162 | 17 | 0.01% | 0.01% | 1121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 150 | 16 | 0.01% | 0.03% | 1127 | -230 | -60.53% | Q1 2026 | Apr 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 152 | 16 | 0.0% | — | 1130 | +152 | New | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 147 | 16 | 0.0% | 0.0% | 1122 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 148 | 16 | 0.0% | 0.0% | 1123 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Glassman Wealth Services | History | No change | 150 | 16 | 0.0% | 0.0% | 1124 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Costello Asset Management, INC | History | No change | 151 | 16 | 0.01% | 0.01% | 1125 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MidFirst Bank | History | No change | 150 | 16 | 0.0% | 0.0% | 1126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advocate Investing Services LLC | History | No change | 150 | 16 | 0.01% | 0.02% | 1128 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 152 | 16 | 0.01% | 0.01% | 1129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hickory Point Bank & Trust | History | New | 141 | 15 | 0.01% | — | 1134 | +141 | New | Q1 2026 | Apr 03, 2026 |
| Stone House Investment Management, LLC | History | New | 138 | 15 | 0.0% | — | 1133 | +138 | New | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 136 | 15 | 0.0% | 0.0% | 1131 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GGM Financial LLC | History | No change | 138 | 15 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | New | 135 | 14 | 0.0% | — | 1138 | +135 | New | Q1 2026 | Apr 15, 2026 |
| Synergy Investment Management, LLC | History | New | 134 | 14 | 0.0% | — | 1139 | +134 | New | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | Added to | 127 | 14 | 0.0% | 0.0% | 1136 | +81 | 176.09% | Q1 2026 | May 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 135 | 14 | 0.0% | 0.0% | 1135 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NorthAvenue LLC | History | No change | 128 | 14 | 0.01% | 0.01% | 1137 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 120 | 13 | 0.0% | 0.01% | 1142 | -188 | -61.04% | Q1 2026 | May 11, 2026 |
| GW&K Investment Management, LLC | History | New | 120 | 13 | 0.0% | — | 1144 | +120 | New | Q1 2026 | May 13, 2026 |
| Family Manage LLC | History | No change | 123 | 13 | 0.0% | 0.0% | 1140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lodestone Wealth Management LLC | History | No change | 123 | 13 | 0.01% | 0.01% | 1141 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| one8zero8, LLC | History | No change | 125 | 13 | 0.0% | 0.0% | 1143 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vision Retirement, LLC | History | New | 109 | 12 | 0.0% | — | 1151 | +109 | New | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 115 | 12 | 0.0% | 0.0% | 1145 | +1 | 0.88% | Q1 2026 | May 04, 2026 |
| Wagner Wealth Management, LLC | History | No change | 114 | 12 | 0.0% | 0.0% | 1146 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Connections Group, Inc. | History | No change | 115 | 12 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | No change | 117 | 12 | 0.0% | 0.0% | 1148 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ankerstar Wealth, LLC | History | No change | 111 | 12 | 0.01% | 0.01% | 1149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 110 | 12 | 0.02% | 0.02% | 1150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | New | 105 | 11 | 0.0% | — | 1154 | +105 | New | Q1 2026 | May 04, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 102 | 11 | 0.01% | — | 1156 | +102 | New | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | New | 100 | 11 | 0.0% | — | 1155 | +100 | New | Q1 2026 | Apr 13, 2026 |
| UNION SAVINGS BANK | History | Added to | 107 | 11 | 0.0% | 0.0% | 1153 | +32 | 42.67% | Q1 2026 | Apr 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 100 | 11 | 0.0% | 0.0% | 1152 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rakuten Securities, Inc. | History | Added to | 92 | 10 | 0.0% | 0.0% | 1157 | +40 | 76.92% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 94 | 10 | 0.0% | 0.0% | 1158 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Nova Wealth Management, Inc. | History | New | 87 | 9 | 0.01% | — | 1159 | +87 | New | Q1 2026 | Apr 14, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 69 | 7 | 0.0% | — | 1170 | +69 | New | Q1 2026 | May 05, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 68 | 7 | 0.01% | — | 1168 | +68 | New | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 67 | 7 | 0.0% | — | 1167 | +67 | New | Q1 2026 | May 05, 2026 |
| Decker Retirement Planning Inc. | History | New | 64 | 7 | 0.0% | — | 1166 | +64 | New | Q1 2026 | Apr 20, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 62 | 7 | 0.01% | — | 1169 | +62 | New | Q1 2026 | Apr 29, 2026 |
| Covestor Ltd | History | Reduced | 63 | 7 | 0.0% | 0.0% | 1165 | -3 | -4.55% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 61 | 7 | 0.0% | 0.0% | 1160 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| First PREMIER Bank | History | No change | 62 | 7 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 68 | 7 | 0.0% | 0.0% | 1162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tower View Wealth Management LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 56 | 6 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 51 | 5 | 0.0% | — | 1176 | +51 | New | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 44 | 5 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gold Investment Management Ltd. | History | No change | 50 | 5 | 0.0% | 0.0% | 1173 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 49 | 5 | 0.0% | 0.0% | 1174 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| United Financial Planning Group LLC | History | No change | 46 | 5 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caitlin John, LLC | History | Reduced | 37 | 4 | 0.0% | 0.01% | 1178 | -123 | -76.88% | Q1 2026 | May 13, 2026 |
| REXFORD CAPITAL INC | History | New | 45 | 4 | 0.0% | — | 1181 | +45 | New | Q1 2026 | Apr 23, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 40 | 4 | 0.0% | — | 1180 | +40 | New | Q1 2026 | May 13, 2026 |
| Legacy Bridge, LLC | History | No change | 37 | 4 | 0.0% | 0.0% | 1177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 1179 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Founders Capital Management | History | Reduced | 31 | 3 | 0.0% | 0.01% | 1183 | -62 | -66.67% | Q1 2026 | Apr 21, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 28 | 3 | 0.0% | 0.0% | 1182 | -16 | -36.36% | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 1184 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bulwark Capital Corp | History | No change | 30 | 3 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 20 | 2 | 0.0% | 0.0% | 1190 | -80 | -80.0% | Q1 2026 | Apr 29, 2026 |
| PlanVest Financial, Inc | History | New | 26 | 2 | 0.0% | — | 1194 | +26 | New | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 21 | 2 | 0.0% | — | 1193 | +21 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 27 | 2 | 0.0% | 0.0% | 1189 | +12 | 80.0% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 1186 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 1187 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Silicon Valley Capital Partners | History | No change | 24 | 2 | 0.0% | 0.0% | 1188 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| DecisionPoint Financial, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 20 | 2 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vanguard National Trust Co | History | New | 15 | 1 | 0.0% | — | 1199 | +15 | New | Q1 2026 | May 08, 2026 |
| Magnolia Wealth Management, LLC | History | New | 12 | 1 | 0.0% | — | 1198 | +12 | New | Q1 2026 | May 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 10 | 1 | 0.0% | — | 1197 | +10 | New | Q1 2026 | May 08, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 10 | 1 | 0.0% | 0.0% | 1195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -382,301 | -100.0% | Q1 2026 | May 14, 2026 |
| Meiji Yasuda Life Insurance Co | History | Closed out | 0 | 0 | — | 0.66% | — | -193,661 | -100.0% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -175,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Closed out | 0 | 0 | — | 1.39% | — | -129,831 | -100.0% | Q1 2026 | May 19, 2026 |
| Insight Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 1.47% | — | -108,862 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -92,474 | -100.0% | Q1 2026 | May 15, 2026 |
| CIM, LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -84,118 | -100.0% | Q1 2026 | May 18, 2026 |
| BlueStem Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -68,201 | -100.0% | Q1 2026 | May 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.87% | — | -65,745 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -63,809 | -100.0% | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -62,227 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Financial Enhancement Group LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -61,577 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 2.22% | — | -58,780 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.11% | — | -51,114 | -100.0% | Q1 2026 | May 15, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.27% | — | -42,383 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.11% | — | -39,309 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -34,169 | -100.0% | Q1 2026 | Apr 20, 2026 |
| West Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -33,008 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,507 | -100.0% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -28,600 | -100.0% | Q1 2026 | May 12, 2026 |
| Alphadyne Asset Management LP | History | Closed out | 0 | 0 | — | 0.08% | — | -28,524 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -21,611 | -100.0% | Q1 2026 | May 12, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -19,327 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 2.67% | — | -18,005 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -15,962 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,823 | -100.0% | Q1 2026 | May 01, 2026 |
| Northstar Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -12,330 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,286 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -12,212 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Berkeley Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -12,174 | -100.0% | Q1 2026 | May 06, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,878 | -100.0% | Q1 2026 | May 20, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Closed out | 0 | 0 | — | 0.27% | — | -10,911 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.14% | — | -10,844 | -100.0% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,210 | -100.0% | Q1 2026 | May 05, 2026 |
| Range Financial Group LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -9,702 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,460 | -100.0% | Q1 2026 | May 14, 2026 |
| Arcus Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -8,000 | -100.0% | Q1 2026 | May 06, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.83% | — | -7,532 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.2% | — | -7,330 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Signet Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -6,993 | -100.0% | Q1 2026 | Apr 29, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -5,931 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,910 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Atala Financial Inc | History | Closed out | 0 | 0 | — | 0.17% | — | -5,850 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -5,579 | -100.0% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,197 | -100.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,995 | -100.0% | Q1 2026 | May 15, 2026 |
| Arlington Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -3,853 | -100.0% | Q1 2026 | May 01, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.04% | — | -3,680 | -100.0% | Q1 2026 | Apr 24, 2026 |
| VCI Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,565 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,532 | -100.0% | Q1 2026 | Apr 17, 2026 |
| ABLE Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,515 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.21% | — | -3,409 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -3,363 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Sage Capital Advisors,llc | History | Closed out | 0 | 0 | — | 0.09% | — | -3,191 | -100.0% | Q1 2026 | Apr 07, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -3,130 | -100.0% | Q1 2026 | May 14, 2026 |
| Purkiss Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,032 | -100.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,866 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Spartan Planning & Wealth Management | History | Closed out | 0 | 0 | — | 0.23% | — | -2,706 | -100.0% | Q1 2026 | Apr 16, 2026 |
| L & S Advisors Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -2,686 | -100.0% | Q1 2026 | May 11, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,609 | -100.0% | Q1 2026 | Apr 20, 2026 |
| DMC Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,352 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,244 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,240 | -100.0% | Q1 2026 | May 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,213 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,151 | -100.0% | Q1 2026 | May 06, 2026 |
| Soundwatch Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,143 | -100.0% | Q1 2026 | May 05, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -2,090 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Veltria Advisors Corp. | History | Closed out | 0 | 0 | — | 1.05% | — | -2,079 | -100.0% | Q1 2026 | May 14, 2026 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,078 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,071 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,028 | -100.0% | Q1 2026 | May 12, 2026 |
| Blackston Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,946 | -100.0% | Q1 2026 | Apr 23, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,940 | -100.0% | Q1 2026 | May 08, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -1,926 | -100.0% | Q1 2026 | May 15, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,889 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,878 | -100.0% | Q1 2026 | Apr 22, 2026 |
| tru Independence LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,846 | -100.0% | Q1 2026 | Apr 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,814 | -100.0% | Q1 2026 | May 13, 2026 |
| Gray Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,763 | -100.0% | Q1 2026 | May 06, 2026 |
| James J. Burns & Company, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,754 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Petros Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,754 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,751 | -100.0% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,748 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Goldenstone Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,748 | -100.0% | Q1 2026 | May 08, 2026 |
| Chemistry Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,716 | -100.0% | Q1 2026 | Apr 09, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,700 | -100.0% | Q1 2026 | May 04, 2026 |
| Stelac Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,158 | -100.0% | Q1 2026 | May 08, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,099 | -100.0% | Q1 2026 | May 12, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,086 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -648 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -630 | -100.0% | Q1 2026 | May 01, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -614 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Aventus Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -500 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -473 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -436 | -100.0% | Q1 2026 | May 13, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -236 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q1 2026 | May 01, 2026 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 24, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -195 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 08, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -153 | -100.0% | Q1 2026 | May 13, 2026 |
| ENTRUST FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -111 | -100.0% | Q1 2026 | May 12, 2026 |
| Collier Financial | History | Closed out | 0 | 0 | — | 0.01% | — | -108 | -100.0% | Q1 2026 | May 11, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 12, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 06, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 05, 2026 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 13, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 21, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 01, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SHP Wealth Management | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 08, 2026 |
| Bernard Wealth Management Corp. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 14, 2026 |
| Tripletail Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 14, 2026 |
| Holos Integrated Wealth LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 08, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WPG Advisers, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |