INVESCO EXCHANGE-TRADED FUND TRUST - XLG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 9,990,301 | 544,970 | 0.14% | 0.19% | 1 | -1,564,055 | -13.54% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 6,506,378 | 354,922 | 0.02% | 0.02% | 2 | -471,231 | -6.75% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,506,546 | 191,282 | 0.04% | 0.04% | 3 | -305,771 | -8.02% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,226,423 | 176,001 | 0.01% | 0.02% | 4 | -1,218,934 | -27.42% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,855,522 | 155,768 | 0.05% | 0.05% | 5 | +126,037 | 4.62% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,698,584 | 147,208 | 0.22% | 0.25% | 6 | -139,646 | -4.92% | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | Added to | 2,552,987 | 139,265 | 7.96% | 8.23% | 7 | +85,970 | 3.48% | Q1 2026 | May 07, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 2,071,676 | 113,009 | 4.09% | 4.48% | 8 | +53,884 | 2.67% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 1,849,717 | 100,902 | 0.02% | 0.02% | 9 | -11,028 | -0.59% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,622,195 | 88,425 | 0.02% | 0.02% | 10 | -95,058 | -5.54% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,569,561 | 85,619 | 0.02% | 0.02% | 11 | -81,556 | -4.94% | Q1 2026 | May 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 1,564,330 | 85,334 | 7.43% | 7.31% | 12 | +100,114 | 6.84% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,445,107 | 79,350 | 0.16% | 0.19% | 13 | -974,833 | -40.28% | Q1 2026 | Apr 08, 2026 |
| Lido Advisors, LLC | History | Added to | 1,327,458 | 72,412 | 0.22% | 0.22% | 14 | +77,171 | 6.17% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,190,851 | 64,960 | 0.02% | 0.03% | 15 | -790,555 | -39.9% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,099,124 | 59,957 | 2.31% | 2.56% | 16 | +24,787 | 2.31% | Q1 2026 | Apr 28, 2026 |
| Austin Private Wealth, LLC | History | No change | 985,939 | 58,446 | 4.34% | 4.34% | 17 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Invesco Ltd. | History | Reduced | 1,010,100 | 55,100 | 0.01% | 0.01% | 18 | -23,725 | -2.29% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,006,728 | 54,917 | 0.05% | 0.05% | 19 | +61,201 | 6.47% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 898,421 | 49,008 | 0.05% | 0.05% | 20 | +180,168 | 25.08% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 874,839 | 47,722 | 0.44% | 0.66% | 21 | -12,040 | -1.36% | Q1 2026 | May 06, 2026 |
| Demars Financial Group, LLC | History | Reduced | 775,044 | 42,278 | 13.92% | 15.77% | 22 | -20,054 | -2.52% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 740,807 | 40,411 | 0.11% | 0.12% | 23 | -122,111 | -14.15% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 758,507 | 40,140 | 0.02% | 0.02% | 24 | +133,210 | 21.3% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 715,419 | 39,026 | 0.0% | 0.0% | 25 | +278,728 | 63.83% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 733,408 | 38,745 | 0.0% | 0.01% | 26 | -3,107,643 | -80.91% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 704,917 | 38,453 | 1.05% | 0.43% | 27 | +462,793 | 191.14% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 692,477 | 37,774 | 0.04% | 0.05% | 28 | -73,620 | -9.61% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 654,624 | 35,958 | 0.34% | 0.17% | 29 | +383,193 | 141.18% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 657,981 | 35,892 | 0.17% | 0.2% | 30 | -58,999 | -8.23% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Added to | 597,334 | 32,584 | 0.01% | 0.01% | 31 | +167,343 | 38.92% | Q1 2026 | May 11, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 582,044 | 31,750 | 9.24% | 10.06% | 32 | +14,391 | 2.54% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 570,840 | 31,156 | 0.19% | 0.2% | 33 | -2,232 | -0.39% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 485,942 | 26,508 | 0.1% | 0.11% | 34 | +14,987 | 3.18% | Q1 2026 | Apr 30, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 460,984 | 25,146 | 4.41% | — | 35 | +460,984 | New | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 450,103 | 24,553 | 0.04% | 0.05% | 36 | -110,696 | -19.74% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 449,000 | 24,492 | 0.01% | 0.06% | 37 | +98,000 | 27.92% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 383,897 | 22,757 | 0.4% | 0.4% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 409,644 | 22,346 | 0.25% | 0.29% | 39 | -21,464 | -4.98% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 389,962 | 21,272 | 5.08% | 5.67% | 40 | +21,090 | 5.72% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 357,860 | 21,213 | 0.14% | 0.13% | 41 | +25,522 | 7.68% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 365,616 | 19,944 | 0.01% | 0.05% | 42 | -861,447 | -70.2% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 359,458 | 19,608 | 0.1% | 0.11% | 43 | -2,968 | -0.82% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 356,650 | 19,455 | 2.44% | 3.83% | 44 | +16,144 | 4.74% | Q1 2026 | May 18, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 337,753 | 18,424 | 5.57% | 8.29% | 45 | -130,592 | -27.88% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 317,124 | 17,299 | 0.02% | 0.03% | 46 | -42,627 | -11.85% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 303,848 | 16,575 | 0.04% | 0.06% | 47 | -54,485 | -15.21% | Q1 2026 | Apr 30, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 292,992 | 15,982 | 0.94% | 1.01% | 48 | -1,645 | -0.56% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 288,519 | 15,738 | 0.58% | 1.17% | 49 | -233,255 | -44.7% | Q1 2026 | May 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 253,123 | 13,807 | 1.86% | 2.01% | 50 | +480 | 0.19% | Q1 2026 | May 15, 2026 |
| Cyr Financial Inc. | History | Added to | 250,019 | 13,638 | 8.03% | 8.54% | 51 | +19,082 | 8.26% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 237,167 | 12,937 | 0.1% | 0.26% | 52 | -130,139 | -35.43% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 235,828 | 12,864 | 0.13% | 0.12% | 53 | +26,311 | 12.56% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 228,995 | 12,491 | 0.75% | 0.72% | 54 | +23,992 | 11.7% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 225,383 | 12,294 | 0.07% | 0.33% | 55 | -807,242 | -78.17% | Q1 2026 | May 05, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 222,205 | 12,121 | 6.38% | 6.54% | 56 | +6,581 | 3.05% | Q1 2026 | Apr 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 215,811 | 11,772 | 0.56% | 0.55% | 57 | +12,715 | 6.26% | Q1 2026 | May 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 213,450 | 11,643 | 0.01% | — | 58 | +213,450 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 208,149 | 11,354 | 0.14% | 0.22% | 59 | -44,819 | -17.72% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 206,106 | 11,243 | 0.02% | 0.03% | 60 | -100,676 | -32.82% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Added to | 204,418 | 11,150 | 5.36% | 5.17% | 61 | +3,290 | 1.64% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 191,479 | 10,445 | 0.02% | 0.03% | 62 | -128,856 | -40.23% | Q1 2026 | May 14, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 172,963 | 10,101 | 2.28% | 2.31% | 63 | +3,444 | 2.03% | Q1 2026 | Apr 15, 2026 |
| JSF Financial, LLC | History | Added to | 179,305 | 9,781 | 1.92% | 2.04% | 64 | +13,372 | 8.06% | Q1 2026 | May 07, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 175,102 | 9,551 | 1.91% | 2.5% | 65 | -25,983 | -12.92% | Q1 2026 | Apr 14, 2026 |
| Seros Financial, LLC | History | Added to | 172,669 | 9,419 | 6.0% | 5.61% | 66 | +11,310 | 7.01% | Q1 2026 | May 05, 2026 |
| Vision Retirement, LLC | History | Added to | 170,625 | 9,307 | 2.65% | 2.48% | 67 | +14,389 | 9.21% | Q1 2026 | May 07, 2026 |
| KPP Advisory Services LLC | History | Added to | 166,900 | 9,104 | 1.32% | 1.39% | 68 | +5,807 | 3.6% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 164,652 | 8,981 | 0.14% | 0.16% | 69 | +213 | 0.13% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 163,739 | 8,931 | 0.0% | 0.0% | 70 | +148,239 | 956.38% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 157,863 | 8,611 | 0.1% | 0.11% | 71 | -11,461 | -6.77% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 156,866 | 8,557 | 0.0% | 0.0% | 72 | -5,066 | -3.13% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | New | 153,413 | 8,368 | 0.11% | — | 73 | +153,413 | New | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 150,418 | 8,205 | 0.07% | 0.07% | 74 | -2,334 | -1.53% | Q1 2026 | May 01, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 146,234 | 7,977 | 0.82% | 0.83% | 75 | +2,654 | 1.85% | Q1 2026 | May 11, 2026 |
| M1 Capital Management LLC | History | Added to | 145,576 | 7,941 | 3.66% | 2.17% | 76 | +57,763 | 65.78% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 141,185 | 7,701 | 0.08% | 0.14% | 77 | -61,152 | -30.22% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 139,322 | 7,600 | 0.47% | 0.41% | 78 | -2,999 | -2.11% | Q1 2026 | Apr 28, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 138,803 | 7,571 | 2.01% | 1.95% | 79 | +14,671 | 11.82% | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 137,242 | 7,486 | 0.05% | 0.05% | 80 | +1,640 | 1.21% | Q1 2026 | May 05, 2026 |
| TSFG, LLC | History | Reduced | 136,176 | 7,428 | 1.13% | 2.19% | 81 | -110,713 | -44.84% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 128,701 | 7,020 | 0.19% | 0.27% | 82 | -48,593 | -27.41% | Q1 2026 | May 14, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 126,338 | 6,891 | 4.97% | 10.06% | 83 | -105,172 | -45.43% | Q1 2026 | Apr 17, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 117,638 | 6,417 | 0.62% | 0.65% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 115,055 | 6,276 | 0.01% | 0.04% | 85 | -277,155 | -70.66% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 112,209 | 6,121 | 0.16% | 0.01% | 86 | +106,505 | 1867.2% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 109,490 | 5,972 | 0.29% | 0.74% | 87 | -148,841 | -57.62% | Q1 2026 | May 05, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 100,195 | 5,939 | 1.73% | 1.73% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 107,362 | 5,857 | 0.01% | 0.03% | 89 | -106,862 | -49.88% | Q1 2026 | Apr 22, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 105,864 | 5,774 | 0.4% | 0.34% | 90 | -1,819 | -1.69% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 105,818 | 5,772 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 104,612 | 5,706 | 5.96% | 4.72% | 92 | +24,332 | 30.31% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 100,634 | 5,489 | 0.01% | 0.02% | 93 | +1,669 | 1.69% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 100,046 | 5,457 | 0.21% | 0.21% | 94 | +1,047 | 1.06% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 99,574 | 5,431 | 0.12% | 0.21% | 95 | -64,332 | -39.25% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Added to | 83,264 | 5,234 | 0.14% | 0.07% | 96 | +56,467 | 210.72% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 92,005 | 5,018 | 3.48% | 3.72% | 97 | -2,836 | -2.99% | Q1 2026 | Apr 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 91,739 | 5,004 | 0.21% | 0.24% | 98 | -5,659 | -5.81% | Q1 2026 | May 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 84,420 | 5,004 | 4.26% | 4.26% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bawa N Mallick Trust | History | No change | 90,000 | 4,909 | 2.01% | 1.98% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 88,680 | 4,837 | 2.82% | 3.12% | 101 | +3,926 | 4.63% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 85,951 | 4,688 | 0.0% | 0.0% | 102 | +68,698 | 398.18% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 85,617 | 4,670 | 0.08% | 0.1% | 103 | +1,394 | 1.66% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 85,226 | 4,649 | 0.06% | 0.0% | 104 | +80,181 | 1589.32% | Q1 2026 | Apr 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 83,033 | 4,529 | 0.48% | 0.55% | 105 | -3,103 | -3.6% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 81,975 | 4,471 | 0.0% | 0.0% | 106 | +59,675 | 267.6% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 75,088 | 4,466 | 0.29% | 0.03% | 107 | +66,958 | 823.59% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 81,641 | 4,453 | 0.11% | 0.17% | 108 | -32,820 | -28.67% | Q1 2026 | May 11, 2026 |
| Ackerman Asset Management, LLC | History | No change | 80,835 | 4,409 | 3.08% | 3.19% | 109 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 80,521 | 4,392 | 0.99% | 2.36% | 110 | -89,313 | -52.59% | Q1 2026 | Apr 22, 2026 |
| Maia Wealth LLC | History | Reduced | 79,467 | 4,334 | 0.73% | 1.34% | 111 | -58,144 | -42.25% | Q1 2026 | May 08, 2026 |
| Stenger Family Office, LLC | History | Reduced | 77,919 | 4,250 | 0.75% | 0.96% | 112 | -165 | -0.21% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 77,037 | 4,202 | 0.01% | 0.01% | 113 | +11,387 | 17.35% | Q1 2026 | Apr 27, 2026 |
| TRB Wealth Management, LLC | History | New | 75,329 | 4,109 | 0.58% | — | 114 | +75,329 | New | Q1 2026 | May 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 69,239 | 4,104 | 3.57% | 3.57% | 115 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 74,068 | 4,040 | 0.01% | 0.02% | 116 | +4,700 | 6.78% | Q1 2026 | May 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 73,156 | 3,990 | 0.71% | 1.79% | 117 | -90,430 | -55.28% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 71,373 | 3,893 | 1.83% | 2.77% | 118 | -34,619 | -32.66% | Q1 2026 | May 14, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 71,143 | 3,880 | 2.73% | 2.74% | 119 | +180 | 0.25% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 70,674 | 3,855 | 0.02% | 0.02% | 120 | +7,470 | 11.82% | Q1 2026 | May 15, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 64,332 | 3,813 | 2.13% | 2.13% | 121 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 69,881 | 3,811 | 0.14% | 0.19% | 122 | -20,931 | -23.05% | Q1 2026 | Apr 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 68,890 | 3,757 | 1.19% | 1.41% | 123 | -164 | -0.24% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 67,073 | 3,658 | 0.02% | 0.03% | 124 | -36,223 | -35.07% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 66,612 | 3,633 | 0.42% | — | 125 | +66,612 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 66,577 | 3,631 | 0.29% | 0.37% | 126 | -13,494 | -16.85% | Q1 2026 | May 13, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 65,663 | 3,581 | 1.49% | 1.56% | 128 | +2,773 | 4.41% | Q1 2026 | Apr 23, 2026 |
| RIA Advisory Group LLC | History | Reduced | 65,654 | 3,581 | 0.85% | 0.95% | 127 | -979 | -1.47% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Reduced | 65,564 | 3,576 | 0.0% | 0.0% | 129 | -3,072 | -4.48% | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | Reduced | 65,188 | 3,556 | 0.64% | 0.73% | 130 | -2,844 | -4.18% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 63,767 | 3,478 | 0.0% | 0.02% | 131 | -165,962 | -72.24% | Q1 2026 | May 13, 2026 |
| Summit Financial Consulting LLC | History | Added to | 63,246 | 3,450 | 2.47% | 2.32% | 132 | +9,267 | 17.17% | Q1 2026 | Apr 10, 2026 |
| Apeiron RIA LLC | History | Reduced | 62,422 | 3,405 | 0.79% | 0.94% | 133 | -15,491 | -19.88% | Q1 2026 | Apr 27, 2026 |
| Leo Wealth, LLC | History | Reduced | 62,327 | 3,399 | 0.25% | 0.27% | 134 | -36 | -0.06% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 61,967 | 3,380 | 0.05% | 0.07% | 135 | -19,615 | -24.04% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | No change | 61,636 | 3,362 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 60,395 | 3,294 | 0.13% | 0.11% | 137 | +1,690 | 2.88% | Q1 2026 | May 15, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 59,840 | 3,264 | 0.1% | 0.1% | 138 | +1,814 | 3.13% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 59,775 | 3,260 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 59,280 | 3,233 | 0.13% | — | 140 | +59,280 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 132,842 | 3,204 | 0.15% | 0.05% | 141 | -109,646 | -45.22% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 58,043 | 3,166 | 0.09% | 0.1% | 142 | +2,151 | 3.85% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 57,836 | 3,154 | 0.07% | 0.16% | 143 | +711 | 1.24% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 57,760 | 3,150 | 0.03% | 0.05% | 144 | +825 | 1.45% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Reduced | 57,343 | 3,128 | 2.89% | 3.38% | 145 | -4,708 | -7.59% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Added to | 56,868 | 3,102 | 0.0% | 0.0% | 146 | +4,894 | 9.42% | Q1 2026 | May 15, 2026 |
| Centennial Bank/AR/ | History | Added to | 56,600 | 3,087 | 1.11% | 1.27% | 147 | +2,850 | 5.3% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 55,526 | 3,028 | 0.11% | 0.44% | 148 | -103,854 | -65.16% | Q1 2026 | May 19, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 55,220 | 3,012 | 0.07% | 0.08% | 149 | -2,210 | -3.85% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 54,082 | 2,950 | 0.1% | 0.07% | 150 | -4,000 | -6.89% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 53,523 | 2,919 | 0.0% | 0.0% | 151 | -1,099 | -2.01% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 53,455 | 2,915 | 0.08% | 0.1% | 152 | -5,173 | -8.82% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 48,415 | 2,870 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighPoint Advisor Group LLC | History | New | 51,277 | 2,797 | 0.12% | — | 154 | +51,277 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,699 | 2,711 | 0.0% | 0.0% | 155 | +46,639 | 1524.15% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 49,706 | 2,711 | 0.0% | 0.0% | 156 | +9,129 | 22.5% | Q1 2026 | May 14, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 49,592 | 2,705 | 1.11% | 1.24% | 157 | -114 | -0.23% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 49,213 | 2,684 | 0.21% | 0.24% | 158 | -867 | -1.73% | Q1 2026 | Apr 22, 2026 |
| Bulwark Capital Corp | History | Reduced | 48,535 | 2,647 | 1.63% | 2.05% | 159 | -201 | -0.41% | Q1 2026 | Apr 07, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 46,282 | 2,524 | 0.27% | 0.31% | 160 | -3,766 | -7.52% | Q1 2026 | May 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 45,303 | 2,471 | 0.37% | 0.31% | 161 | +9,435 | 26.3% | Q1 2026 | Apr 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 45,203 | 2,465 | 0.35% | 0.26% | 162 | +15,358 | 51.46% | Q1 2026 | May 13, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 44,927 | 2,450 | 1.43% | 1.5% | 163 | -34 | -0.08% | Q1 2026 | May 14, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 44,505 | 2,427 | 1.49% | 1.59% | 164 | +183 | 0.41% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | Added to | 43,922 | 2,395 | 0.03% | 0.02% | 165 | +31,275 | 247.29% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 43,864 | 2,392 | 0.0% | 0.0% | 166 | -7,896 | -15.26% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 43,601 | 2,378 | 0.0% | 0.0% | 167 | +31,883 | 272.09% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 43,092 | 2,350 | 0.22% | 0.21% | 168 | +5,884 | 15.81% | Q1 2026 | Apr 13, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 37,588 | 2,289 | 0.38% | 0.72% | 169 | -34,829 | -48.1% | Q1 2026 | May 08, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 38,554 | 2,285 | 1.45% | 1.45% | 170 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 41,397 | 2,258 | 1.23% | 6.09% | 171 | -169,951 | -80.41% | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 41,067 | 2,240 | 0.12% | 0.15% | 172 | +114 | 0.28% | Q1 2026 | Apr 29, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 40,782 | 2,224 | 0.31% | — | 173 | +40,782 | New | Q1 2026 | May 08, 2026 |
| Walker Asset Management, LLC | History | Added to | 40,186 | 2,192 | 1.19% | 1.22% | 174 | +1,783 | 4.64% | Q1 2026 | Apr 24, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 40,183 | 2,191 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 40,126 | 2,188 | 0.55% | 0.6% | 176 | +4,143 | 11.51% | Q1 2026 | Apr 28, 2026 |
| Balance Wealth, LLC | History | Reduced | 39,223 | 2,139 | 0.66% | 0.75% | 177 | -230 | -0.58% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 38,809 | 2,117 | 0.07% | 0.07% | 178 | +5,831 | 17.68% | Q1 2026 | Apr 07, 2026 |
| McAdam, LLC | History | Reduced | 38,695 | 2,110 | 0.1% | 0.11% | 179 | -1,252 | -3.13% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 38,670 | 2,109 | 0.14% | 0.21% | 180 | -5,404 | -12.26% | Q1 2026 | Apr 17, 2026 |
| Copia Wealth Management | History | Reduced | 38,161 | 2,081 | 1.43% | 2.44% | 181 | -19,336 | -33.63% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 36,101 | 1,969 | 0.07% | 0.13% | 182 | -21,803 | -37.65% | Q1 2026 | Apr 20, 2026 |
| Stonebrook Private Inc. | History | Reduced | 35,892 | 1,957 | 0.42% | 4.37% | 183 | -316,173 | -89.81% | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 35,649 | 1,944 | 0.12% | 0.13% | 184 | -445 | -1.23% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | No change | 35,220 | 1,921 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 34,953 | 1,906 | 0.02% | 0.06% | 186 | -37,751 | -51.92% | Q1 2026 | Apr 23, 2026 |
| Lansing Street Advisors | History | Added to | 34,625 | 1,888 | 0.48% | 0.32% | 187 | +13,471 | 63.68% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 34,341 | 1,886 | 0.09% | 0.1% | 188 | -1,412 | -3.95% | Q1 2026 | Apr 27, 2026 |
| Goodwin Investment Advisory | History | No change | 33,660 | 1,836 | 2.19% | 2.19% | 189 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Added to | 33,148 | 1,808 | 0.22% | 0.23% | 190 | +4,208 | 14.54% | Q1 2026 | Apr 21, 2026 |
| Colonial River Investments, LLC | History | Added to | 32,824 | 1,790 | 0.64% | 0.66% | 191 | +1,720 | 5.53% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 32,742 | 1,786 | 0.1% | 0.12% | 192 | -750 | -2.24% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 32,582 | 1,777 | 0.13% | 0.74% | 193 | -137,340 | -80.83% | Q1 2026 | May 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 31,884 | 1,739 | 0.19% | 0.21% | 194 | -1,900 | -5.62% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 31,664 | 1,727 | 0.0% | 0.0% | 195 | +2,510 | 8.61% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 31,387 | 1,712 | 0.0% | 0.0% | 196 | +13,497 | 75.44% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 31,134 | 1,698 | 0.33% | 0.39% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 31,112 | 1,697 | 0.03% | 0.13% | 198 | -73,726 | -70.32% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 30,479 | 1,663 | 0.19% | 0.13% | 199 | +10,599 | 53.31% | Q1 2026 | Apr 16, 2026 |
| RM Financial Services, LLC | History | Reduced | 29,982 | 1,635 | 1.41% | 1.6% | 200 | -443 | -1.46% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 29,589 | 1,614 | 0.08% | 0.1% | 201 | -1,304 | -4.22% | Q1 2026 | Apr 15, 2026 |
| Cassilly Financial Group LLC | History | Added to | 29,287 | 1,597 | 1.39% | 1.52% | 202 | +276 | 0.95% | Q1 2026 | Apr 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 28,862 | 1,574 | 0.1% | 0.73% | 203 | -162,049 | -84.88% | Q1 2026 | May 13, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 28,500 | 1,554 | 0.56% | 4.92% | 204 | -202,785 | -87.68% | Q1 2026 | May 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 25,832 | 1,553 | 0.11% | 1.33% | 205 | -282,315 | -91.62% | Q1 2026 | Apr 29, 2026 |
| Modern Wealth Management, LLC | History | New | 26,851 | 1,474 | 0.03% | — | 206 | +26,851 | New | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 26,774 | 1,460 | 0.13% | 0.16% | 207 | -3,440 | -11.39% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Added to | 25,683 | 1,401 | 0.03% | 0.03% | 208 | +1,501 | 6.21% | Q1 2026 | Apr 17, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 25,473 | 1,389 | 1.19% | 1.79% | 209 | -6,663 | -20.73% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 25,290 | 1,379 | 0.01% | 0.01% | 210 | -6,860 | -21.34% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 24,912 | 1,353 | 0.04% | 0.05% | 211 | -974 | -3.76% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 24,615 | 1,342 | 0.01% | 0.03% | 212 | -9,945 | -28.78% | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 24,504 | 1,336 | 0.69% | 1.07% | 213 | -11,006 | -30.99% | Q1 2026 | Apr 10, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 24,146 | 1,317 | 0.07% | 0.18% | 214 | -27,966 | -53.67% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 24,146 | 1,317 | 0.01% | 0.05% | 215 | -27,966 | -53.67% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 23,817 | 1,299 | 0.01% | 0.01% | 216 | -614 | -2.51% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Reduced | 23,789 | 1,297 | 0.01% | 0.01% | 217 | -800 | -3.25% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 23,561 | 1,285 | 0.02% | 0.02% | 218 | +687 | 3.0% | Q1 2026 | Apr 10, 2026 |
| AE Wealth Management LLC | History | Reduced | 23,262 | 1,268 | 0.01% | 0.09% | 219 | -230,344 | -90.83% | Q1 2026 | May 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 22,848 | 1,246 | 0.27% | 0.26% | 220 | +2,029 | 9.75% | Q1 2026 | May 13, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 22,813 | 1,244 | 0.64% | 0.77% | 222 | -4,121 | -15.3% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 22,817 | 1,244 | 0.01% | 0.01% | 221 | +862 | 3.93% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 22,789 | 1,243 | 0.11% | 0.08% | 223 | -472 | -2.03% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 22,717 | 1,239 | 0.02% | 0.02% | 224 | -2,640 | -10.41% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 22,675 | 1,236 | 0.1% | 0.11% | 225 | -589 | -2.53% | Q1 2026 | May 07, 2026 |
| FWG Investments, LLC. | History | Reduced | 22,195 | 1,210 | 0.77% | 0.99% | 226 | -4,135 | -15.7% | Q1 2026 | Apr 21, 2026 |
| Sequent Planning LLC | History | Reduced | 22,199 | 1,210 | 0.29% | 0.34% | 227 | -620 | -2.72% | Q1 2026 | Apr 21, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 22,071 | 1,203 | 0.24% | 0.32% | 228 | -3,379 | -13.28% | Q1 2026 | Apr 14, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 21,878 | 1,193 | 1.12% | 1.19% | 229 | -224 | -1.01% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 21,841 | 1,191 | 0.01% | 0.01% | 230 | -1,350 | -5.82% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 21,640 | 1,180 | 0.01% | 0.01% | 231 | -2,862 | -11.68% | Q1 2026 | May 14, 2026 |
| Snider Financial Group | History | Added to | 21,042 | 1,147 | 0.35% | 0.33% | 232 | +13 | 0.06% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 21,019 | 1,146 | 0.0% | 0.0% | 233 | -605 | -2.8% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Reduced | 20,865 | 1,138 | 0.04% | 0.04% | 234 | -1,676 | -7.44% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | New | 20,766 | 1,132 | 0.15% | — | 235 | +20,766 | New | Q1 2026 | Apr 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 20,581 | 1,130 | 0.08% | 0.09% | 236 | -43 | -0.21% | Q1 2026 | Apr 27, 2026 |
| Hilltop National Bank | History | No change | 20,650 | 1,126 | 0.27% | 0.3% | 237 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Baring Financial LLC | History | Added to | 20,415 | 1,113 | 0.68% | 0.7% | 238 | +1,092 | 5.65% | Q1 2026 | Apr 06, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 20,229 | 1,103 | 0.16% | 0.18% | 239 | +1,197 | 6.29% | Q1 2026 | Apr 24, 2026 |
| Quantbot Technologies LP | History | New | 20,208 | 1,102 | 0.05% | — | 240 | +20,208 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 19,691 | 1,074 | 0.01% | 0.02% | 241 | -9,429 | -32.38% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 19,677 | 1,073 | 0.02% | 0.03% | 242 | -1,927 | -8.92% | Q1 2026 | Apr 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 19,225 | 1,048 | 0.13% | 1.13% | 243 | -138,768 | -87.83% | Q1 2026 | Apr 23, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 19,175 | 1,045 | 0.23% | 0.26% | 244 | -1,206 | -5.92% | Q1 2026 | Apr 14, 2026 |
| NFSG Corp | History | Added to | 18,825 | 1,026 | 0.17% | 0.17% | 245 | +38 | 0.2% | Q1 2026 | May 05, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 18,540 | 1,011 | 0.27% | — | 246 | +18,540 | New | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,043 | 984 | 0.01% | 0.02% | 247 | -20,100 | -52.7% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 17,821 | 972 | 0.0% | 0.0% | 248 | -20,409 | -53.38% | Q1 2026 | May 13, 2026 |
| KG Capital Management | History | Reduced | 17,505 | 954 | 0.68% | 0.29% | 249 | -2,378 | -11.96% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Reduced | 17,384 | 948 | 0.0% | 0.0% | 250 | -17,271 | -49.84% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 17,218 | 938 | 0.01% | 0.01% | 251 | +6,990 | 68.34% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 16,984 | 926 | 0.01% | 0.04% | 252 | -19,362 | -53.27% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 16,911 | 922 | 0.01% | 0.01% | 253 | +11 | 0.07% | Q1 2026 | May 12, 2026 |
| Seneca House Advisors | History | Added to | 16,609 | 906 | 0.36% | 0.37% | 254 | +17 | 0.1% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 16,586 | 904 | 0.02% | 0.02% | 255 | +1,421 | 9.37% | Q1 2026 | Apr 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,407 | 894 | 0.05% | 0.06% | 256 | -5,123 | -23.79% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 16,350 | 891 | 0.65% | 0.81% | 257 | -217 | -1.31% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 16,120 | 879 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 15,974 | 871 | 0.17% | 2.36% | 259 | -155,517 | -90.69% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 15,746 | 858 | 0.2% | 0.28% | 260 | -4,760 | -23.21% | Q1 2026 | Apr 28, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 15,129 | 825 | 0.49% | 0.57% | 261 | -567 | -3.61% | Q1 2026 | May 04, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 14,898 | 812 | 0.04% | 2.86% | 262 | -1,137,510 | -98.71% | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 14,797 | 807 | 0.04% | 0.05% | 263 | -345 | -2.28% | Q1 2026 | Apr 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 14,597 | 796 | 0.19% | 0.29% | 264 | -5,729 | -28.19% | Q1 2026 | Apr 17, 2026 |
| Kathmere Capital Management, LLC | History | No change | 14,463 | 788 | 0.05% | 0.06% | 265 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| United Advisor Group, LLC | History | Added to | 14,338 | 782 | 0.1% | 0.1% | 266 | +1,172 | 8.9% | Q1 2026 | Apr 17, 2026 |
| AlTi Global, Inc. | History | Added to | 14,210 | 775 | 0.02% | 0.01% | 267 | +3,949 | 38.49% | Q1 2026 | May 07, 2026 |
| Retireful, LLC | History | Reduced | 13,427 | 744 | 1.05% | 1.02% | 268 | -223 | -1.63% | Q1 2026 | Apr 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 13,594 | 741 | 0.18% | 0.35% | 269 | -8,190 | -37.6% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Added to | 13,460 | 734 | 0.04% | 0.05% | 270 | +2 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 13,344 | 727 | 0.25% | 0.24% | 272 | +1,298 | 10.78% | Q1 2026 | Apr 09, 2026 |
| Avant Capital LLC | History | Reduced | 13,341 | 727 | 0.51% | 0.57% | 271 | -701 | -4.99% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 13,127 | 716 | 0.02% | 0.02% | 273 | -69 | -0.52% | Q1 2026 | May 12, 2026 |
| Summit Asset Management, LLC | History | No change | 13,090 | 714 | 0.1% | 0.11% | 274 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 13,042 | 711 | 0.52% | 0.46% | 275 | +2,099 | 19.18% | Q1 2026 | May 07, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 12,697 | 692 | 0.13% | 0.21% | 276 | -5,502 | -30.23% | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | Reduced | 12,656 | 691 | 0.05% | 1.26% | 278 | -274,438 | -95.59% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 12,676 | 691 | 0.02% | 0.02% | 277 | +18 | 0.14% | Q1 2026 | Apr 22, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 12,647 | 689 | 0.74% | 1.47% | 279 | -29,568 | -70.04% | Q1 2026 | Apr 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 12,496 | 681 | 0.01% | 0.01% | 280 | +65 | 0.52% | Q1 2026 | May 01, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 12,361 | 674 | 0.08% | 0.08% | 281 | -90 | -0.72% | Q1 2026 | May 04, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 12,282 | 669 | 0.71% | 0.39% | 282 | +6,148 | 100.23% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 12,185 | 664 | 0.3% | 0.21% | 283 | +4,199 | 52.58% | Q1 2026 | Apr 27, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 11,992 | 654 | 0.27% | 4.07% | 284 | -154,936 | -92.82% | Q1 2026 | Apr 08, 2026 |
| Cooper Financial Group | History | Added to | 11,614 | 633 | 0.06% | 0.07% | 286 | +615 | 5.59% | Q1 2026 | Apr 07, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 11,615 | 633 | 0.22% | 0.24% | 285 | +47 | 0.41% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 11,524 | 628 | 0.01% | 0.01% | 287 | -156 | -1.34% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 11,495 | 627 | 0.01% | 0.02% | 288 | -260 | -2.21% | Q1 2026 | May 12, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 10,309 | 624 | 0.18% | 0.2% | 289 | -500 | -4.63% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,415 | 622 | 0.02% | 0.15% | 290 | -84,483 | -88.1% | Q1 2026 | Apr 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 11,346 | 618 | 0.05% | 0.06% | 291 | -1,079 | -8.68% | Q1 2026 | Apr 08, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 11,348 | 618 | 0.12% | 0.1% | 293 | +398 | 3.63% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 11,332 | 618 | 0.01% | 0.01% | 292 | +6 | 0.05% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 11,090 | 604 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fortune 45 LLC | History | Reduced | 11,003 | 600 | 0.29% | 0.33% | 295 | -591 | -5.1% | Q1 2026 | Apr 28, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 10,920 | 595 | 0.29% | 0.3% | 296 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 10,862 | 592 | 0.08% | 0.09% | 297 | -108 | -0.98% | Q1 2026 | Apr 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 10,820 | 590 | 0.04% | 0.04% | 298 | +1,555 | 16.78% | Q1 2026 | May 05, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 10,728 | 585 | 0.39% | 0.31% | 299 | +2,913 | 37.27% | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | Added to | 10,698 | 583 | 0.11% | 0.1% | 300 | +1,398 | 15.03% | Q1 2026 | Apr 03, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 10,628 | 579 | 0.6% | 0.66% | 301 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 10,105 | 551 | 0.0% | 0.0% | 302 | +746 | 7.97% | Q1 2026 | May 04, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 10,091 | 550 | 0.05% | 0.06% | 303 | +18 | 0.18% | Q1 2026 | Apr 29, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 10,095 | 550 | 0.19% | 0.21% | 304 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisor OS, LLC | History | New | 10,060 | 548 | 0.04% | — | 305 | +10,060 | New | Q1 2026 | May 07, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 9,960 | 544 | 0.12% | 0.11% | 306 | +1,462 | 17.2% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | No change | 9,641 | 543 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 9,950 | 542 | 0.34% | 0.37% | 308 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 9,927 | 541 | 0.29% | 0.42% | 309 | -5,774 | -36.77% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 9,917 | 540 | 0.1% | 0.11% | 310 | +170 | 1.74% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 9,893 | 539 | 0.03% | 0.04% | 311 | -8 | -0.08% | Q1 2026 | Apr 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 9,875 | 538 | 0.02% | 0.03% | 312 | +7 | 0.07% | Q1 2026 | Apr 21, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 9,799 | 534 | 0.34% | 0.39% | 313 | +17 | 0.17% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 9,740 | 531 | 0.04% | 0.04% | 314 | +850 | 9.56% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 9,686 | 528 | 0.03% | 0.33% | 315 | -36,772 | -79.15% | Q1 2026 | Apr 22, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 9,697 | 528 | 0.14% | 0.14% | 316 | +249 | 2.64% | Q1 2026 | Apr 08, 2026 |
| Balboa Wealth Partners | History | No change | 9,687 | 528 | 0.09% | 0.09% | 317 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 9,662 | 527 | 0.19% | 0.2% | 318 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Brookstone Capital Management | History | Reduced | 9,648 | 526 | 0.01% | 0.02% | 319 | -25,608 | -72.63% | Q1 2026 | Apr 16, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 9,657 | 526 | 0.08% | 0.08% | 321 | +410 | 4.43% | Q1 2026 | May 05, 2026 |
| ELCO Management Co., LLC | History | Reduced | 9,650 | 526 | 0.25% | 0.36% | 320 | -100 | -1.03% | Q1 2026 | Apr 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 9,600 | 525 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,555 | 521 | 0.0% | 0.03% | 323 | -46,475 | -82.95% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 9,524 | 519 | 0.08% | 0.09% | 324 | -1,082 | -10.2% | Q1 2026 | Apr 21, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 9,262 | 505 | 0.32% | 0.94% | 325 | -14,013 | -60.21% | Q1 2026 | Apr 23, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,253 | 504 | 0.11% | 0.35% | 326 | -16,460 | -64.01% | Q1 2026 | Apr 27, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 9,239 | 503 | 0.25% | 0.31% | 327 | -1,025 | -9.99% | Q1 2026 | Apr 16, 2026 |
| ARWA LLC | History | Added to | 8,752 | 497 | 0.25% | 0.18% | 328 | +3,517 | 67.18% | Q1 2026 | Apr 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 8,786 | 479 | 0.03% | 0.03% | 329 | +71 | 0.81% | Q1 2026 | Apr 30, 2026 |
| RDA Financial Network | History | Reduced | 8,750 | 477 | 0.12% | 0.48% | 330 | -24,572 | -73.74% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 8,740 | 476 | 0.02% | 0.04% | 331 | -6,396 | -42.26% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 8,565 | 467 | 0.01% | 0.01% | 332 | -349 | -3.92% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 8,565 | 467 | 0.07% | 0.07% | 333 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,529 | 465 | 0.05% | 0.02% | 334 | +4,847 | 131.64% | Q1 2026 | Apr 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,447 | 460 | 0.03% | 0.21% | 335 | -42,500 | -83.42% | Q1 2026 | Apr 20, 2026 |
| Darrow Company, Inc. | History | No change | 8,436 | 460 | 0.21% | 0.22% | 336 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Coastline Trust Co | History | Reduced | 8,406 | 458 | 0.05% | 0.07% | 337 | -4,000 | -32.24% | Q1 2026 | Apr 03, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 8,411 | 458 | 0.12% | 0.12% | 338 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,301 | 453 | 0.01% | 0.01% | 339 | -402 | -4.62% | Q1 2026 | Apr 14, 2026 |
| Essex Bank | History | No change | 8,324 | 453 | 0.1% | 0.11% | 340 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Global Financial Private Client, LLC | History | Added to | 8,284 | 451 | 0.15% | 0.17% | 341 | +6 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 8,155 | 444 | 0.04% | 0.03% | 342 | +2,423 | 42.27% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,100 | 441 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 8,020 | 437 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,996 | 436 | 0.0% | 0.0% | 345 | +741 | 10.21% | Q1 2026 | Apr 15, 2026 |
| Ascent Wealth Partners, LLC | History | New | 7,837 | 427 | 0.05% | — | 346 | +7,837 | New | Q1 2026 | May 06, 2026 |
| Smith Salley Wealth Management | History | Added to | 7,793 | 425 | 0.02% | 0.02% | 347 | +14 | 0.18% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,702 | 420 | 0.01% | 0.01% | 348 | -2,501 | -24.51% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 7,582 | 413 | 0.05% | 2.49% | 350 | -336,050 | -97.79% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Reduced | 7,575 | 413 | 0.01% | 0.02% | 349 | -4,943 | -39.49% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 7,524 | 410 | 0.01% | — | 351 | +7,524 | New | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 7,508 | 409 | 0.09% | 0.31% | 353 | -17,409 | -69.87% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,410 | 409 | 0.0% | 0.0% | 352 | -78 | -0.58% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 7,433 | 405 | 0.02% | 0.09% | 354 | -16,389 | -68.8% | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,726 | 398 | 0.03% | 0.03% | 355 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 7,283 | 397 | 0.34% | 0.46% | 356 | -654 | -8.24% | Q1 2026 | Apr 27, 2026 |
| Carr Financial Group Corp | History | Reduced | 7,103 | 387 | 0.1% | 0.12% | 357 | -470 | -6.21% | Q1 2026 | May 12, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 7,056 | 384 | 0.21% | 0.17% | 358 | +1,684 | 31.35% | Q1 2026 | May 14, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 6,922 | 377 | 0.17% | 0.49% | 359 | -12,588 | -64.52% | Q1 2026 | May 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 6,863 | 374 | 0.05% | 0.06% | 360 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 6,729 | 367 | 0.22% | 0.61% | 361 | -11,638 | -63.36% | Q1 2026 | Apr 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 6,706 | 365 | 0.04% | 0.05% | 362 | -135 | -1.97% | Q1 2026 | Apr 15, 2026 |
| Daviman Financial, LLC | History | Reduced | 6,576 | 358 | 0.21% | 5.13% | 364 | -140,791 | -95.54% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,567 | 358 | 0.01% | 0.03% | 363 | -10,858 | -62.31% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 6,557 | 357 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 6,498 | 354 | 0.04% | 0.09% | 366 | -9,060 | -58.23% | Q1 2026 | Apr 30, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 6,504 | 354 | 0.3% | — | 368 | +6,504 | New | Q1 2026 | Apr 13, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | No change | 6,500 | 354 | 0.34% | 0.36% | 367 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,476 | 353 | 0.01% | 0.01% | 369 | +2,628 | 68.3% | Q1 2026 | May 15, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 6,423 | 350 | 0.23% | 0.24% | 370 | -100 | -1.53% | Q1 2026 | May 11, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 6,430 | 350 | 0.04% | 0.04% | 371 | -20 | -0.31% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 6,392 | 348 | 0.0% | 0.0% | 372 | -6,970 | -52.16% | Q1 2026 | May 14, 2026 |
| Alchemi Wealth, LLC | History | No change | 6,335 | 345 | 0.19% | 0.21% | 373 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 6,254 | 341 | 0.13% | 1.26% | 374 | -50,633 | -89.01% | Q1 2026 | Apr 09, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 6,429 | 339 | 0.02% | 0.02% | 375 | -77 | -1.18% | Q1 2026 | May 14, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 6,213 | 338 | 0.07% | 0.21% | 376 | -10,686 | -63.23% | Q1 2026 | May 08, 2026 |
| Parcion Private Wealth LLC | History | No change | 6,188 | 337 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DRW Securities, LLC | History | No change | 6,150 | 335 | 0.0% | 0.01% | 378 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 6,120 | 333 | 0.02% | 0.02% | 379 | +366 | 6.36% | Q1 2026 | Apr 27, 2026 |
| Americana Partners, LLC | History | Added to | 6,101 | 332 | 0.01% | 0.01% | 380 | +147 | 2.47% | Q1 2026 | May 12, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 6,031 | 328 | 0.23% | 2.62% | 381 | -55,595 | -90.21% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | New | 6,001 | 327 | 0.0% | — | 382 | +6,001 | New | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,931 | 323 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 5,910 | 322 | 0.06% | 0.07% | 384 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,892 | 321 | 0.02% | 0.15% | 385 | -34,533 | -85.42% | Q1 2026 | May 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 5,825 | 317 | 0.01% | 0.01% | 386 | +2 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Well Done, LLC | History | No change | 5,712 | 311 | 0.05% | 0.05% | 387 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 5,670 | 309 | 0.01% | — | 389 | +5,670 | New | Q1 2026 | Apr 21, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 5,224 | 309 | 0.2% | 0.18% | 388 | +648 | 14.16% | Q1 2026 | Apr 16, 2026 |
| Centurion Wealth Management LLC | History | Added to | 5,540 | 302 | 0.07% | 0.07% | 390 | +80 | 1.47% | Q1 2026 | Apr 10, 2026 |
| Somerset Group LLC | History | No change | 5,000 | 300 | 0.22% | 0.22% | 391 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 5,495 | 299 | 0.1% | 0.86% | 393 | -34,622 | -86.3% | Q1 2026 | Apr 15, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 4,875 | 299 | 0.07% | 0.07% | 392 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Alpha, LLC | History | Reduced | 5,478 | 298 | 0.01% | 0.01% | 394 | -1,015 | -15.63% | Q1 2026 | May 14, 2026 |
| Bank of New Hampshire | History | Reduced | 5,470 | 298 | 0.07% | 0.08% | 395 | -850 | -13.45% | Q1 2026 | Apr 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 5,443 | 296 | 0.0% | 0.06% | 396 | -105,705 | -95.1% | Q1 2026 | May 14, 2026 |
| Goepper Burkhardt LLC | History | New | 5,420 | 295 | 0.1% | — | 397 | +5,420 | New | Q1 2026 | May 13, 2026 |
| Missouri Trust & Investment Co | History | Added to | 5,391 | 294 | 0.09% | 0.07% | 398 | +1,341 | 33.11% | Q1 2026 | May 14, 2026 |
| Embree Financial Group | History | No change | 5,406 | 294 | 0.03% | 0.04% | 399 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| A4 Wealth Advisors LLC | History | New | 5,336 | 291 | 0.24% | — | 400 | +5,336 | New | Q1 2026 | May 11, 2026 |
| Impact Partnership Wealth, LLC | History | New | 5,264 | 287 | 0.04% | — | 401 | +5,264 | New | Q1 2026 | Apr 23, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 5,236 | 285 | 0.09% | 0.1% | 404 | +21 | 0.4% | Q1 2026 | Apr 24, 2026 |
| GoalVest Advisory LLC | History | No change | 5,230 | 285 | 0.06% | 0.06% | 402 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 5,230 | 285 | 0.17% | 0.2% | 403 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 4,791 | 284 | 0.09% | 0.09% | 405 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,170 | 282 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stewardship Advisors, LLC | History | Added to | 5,094 | 277 | 0.06% | 0.06% | 408 | +756 | 17.43% | Q1 2026 | Apr 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 5,080 | 277 | 0.01% | 0.01% | 407 | -650 | -11.34% | Q1 2026 | May 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 5,085 | 277 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 4,824 | 274 | 0.02% | 0.06% | 410 | -13,270 | -73.34% | Q1 2026 | Apr 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 5,021 | 273 | 0.12% | 0.16% | 411 | -1,342 | -21.09% | Q1 2026 | May 05, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 5,005 | 273 | 0.09% | 0.11% | 412 | -176 | -3.4% | Q1 2026 | May 04, 2026 |
| Citrine Capital LLC | History | New | 5,000 | 272 | 0.12% | — | 415 | +5,000 | New | Q1 2026 | Apr 21, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 4,606 | 272 | 0.02% | 0.03% | 413 | -2,089 | -31.2% | Q1 2026 | Apr 20, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 4,990 | 272 | 0.12% | 0.13% | 414 | -332 | -6.24% | Q1 2026 | May 08, 2026 |
| Wealth Architects, LLC | History | No change | 4,980 | 271 | 0.02% | 0.03% | 416 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital CS Group, LLC | History | Reduced | 4,921 | 268 | 0.55% | 2.67% | 417 | -24,312 | -83.17% | Q1 2026 | May 13, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 4,927 | 268 | 0.24% | — | 420 | +4,927 | New | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 4,924 | 268 | 0.0% | — | 418 | +4,924 | New | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,921 | 268 | 0.01% | — | 419 | +4,921 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,911 | 267 | 0.01% | 0.02% | 421 | -620 | -11.21% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 4,877 | 266 | 0.04% | 3.4% | 422 | -407,158 | -98.82% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,831 | 263 | 0.01% | 0.01% | 424 | -239 | -4.71% | Q1 2026 | May 04, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 4,823 | 263 | 0.04% | 0.04% | 423 | +1 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 4,753 | 259 | 0.01% | 0.06% | 426 | -10,910 | -69.65% | Q1 2026 | Apr 30, 2026 |
| Fortis Advisors, LLC | History | Added to | 4,762 | 259 | 0.13% | 0.14% | 425 | +274 | 6.11% | Q1 2026 | May 14, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 4,700 | 256 | 0.57% | 0.47% | 427 | +1,153 | 32.51% | Q1 2026 | Apr 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 4,616 | 251 | 0.03% | 0.05% | 428 | -2,882 | -38.44% | Q1 2026 | May 11, 2026 |
| Professional Financial Advisors, LLC | History | New | 4,572 | 249 | 0.05% | — | 429 | +4,572 | New | Q1 2026 | Apr 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 4,537 | 247 | 0.04% | 0.06% | 430 | -1,069 | -19.07% | Q1 2026 | Apr 21, 2026 |
| Headlands Technologies LLC | History | New | 4,515 | 246 | 0.03% | — | 431 | +4,515 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,498 | 245 | 0.0% | 0.0% | 432 | +4,269 | 1864.19% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 4,456 | 243 | 0.0% | 0.0% | 433 | -1,102 | -19.83% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 4,399 | 239 | 0.0% | — | 434 | +4,399 | New | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 4,317 | 235 | 0.04% | 0.05% | 435 | -348 | -7.46% | Q1 2026 | Apr 20, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 4,265 | 232 | 0.1% | 0.12% | 436 | -600 | -12.33% | Q1 2026 | Apr 23, 2026 |
| Oath Planning, LLC | History | Added to | 4,246 | 231 | 0.21% | 0.25% | 437 | +7 | 0.17% | Q1 2026 | May 08, 2026 |
| Centric Wealth Management | History | No change | 3,780 | 230 | 0.05% | 0.05% | 438 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 4,192 | 228 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 3,630 | 227 | 0.08% | 0.09% | 440 | -247 | -6.37% | Q1 2026 | May 08, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 4,170 | 227 | 0.08% | 0.09% | 441 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | New | 4,131 | 225 | 0.01% | — | 443 | +4,131 | New | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 4,135 | 225 | 0.0% | 0.0% | 442 | +135 | 3.38% | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 4,104 | 223 | 0.28% | 7.87% | 444 | -253,991 | -98.41% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | New | 4,084 | 222 | 0.0% | — | 446 | +4,084 | New | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 4,077 | 222 | 0.11% | 0.12% | 445 | +40 | 0.99% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 3,734 | 221 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clarus Group, Inc. | History | No change | 4,000 | 218 | 0.08% | 0.09% | 448 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VIAWEALTH, LLC | History | Added to | 3,959 | 215 | 0.12% | 0.13% | 449 | +9 | 0.23% | Q1 2026 | May 11, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 3,862 | 210 | 0.09% | 0.1% | 450 | +7 | 0.18% | Q1 2026 | Apr 23, 2026 |
| MATAURO, LLC | History | Added to | 3,838 | 209 | 0.03% | 0.03% | 452 | +6 | 0.16% | Q1 2026 | Apr 22, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,848 | 209 | 0.01% | 0.01% | 451 | +1 | 0.03% | Q1 2026 | Apr 24, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 3,818 | 208 | 0.11% | 1.2% | 453 | -33,110 | -89.66% | Q1 2026 | Apr 22, 2026 |
| Steffes Financial, Ltd. | History | Added to | 3,825 | 208 | 0.11% | 0.12% | 454 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 3,747 | 204 | 0.01% | 0.45% | 456 | -102,994 | -96.49% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 3,757 | 204 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 3,732 | 203 | 0.01% | 0.1% | 457 | -41,533 | -91.76% | Q1 2026 | May 07, 2026 |
| PKS Advisory Services, LLC | History | Added to | 3,736 | 203 | 0.05% | 0.05% | 458 | +351 | 10.37% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,726 | 203 | 0.0% | 0.0% | 459 | -24 | -0.64% | Q1 2026 | May 08, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 3,218 | 200 | 0.12% | 0.48% | 460 | -8,803 | -73.23% | Q1 2026 | May 11, 2026 |
| Bison Wealth, LLC | History | New | 3,157 | 200 | 0.02% | — | 461 | +3,157 | New | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,630 | 197 | 0.06% | 0.07% | 462 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,446 | 189 | 0.0% | 0.0% | 463 | +1,866 | 118.1% | Q1 2026 | May 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,442 | 187 | 0.14% | 0.16% | 464 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 3,300 | 180 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Vanguard National Trust Co | History | New | 3,190 | 174 | 0.01% | — | 467 | +3,190 | New | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 3,205 | 174 | 0.01% | 0.01% | 466 | +5 | 0.16% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,971 | 162 | 0.03% | 0.02% | 468 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,860 | 156 | 0.0% | 0.0% | 469 | +2,440 | 580.95% | Q1 2026 | May 14, 2026 |
| Pioneer Family Office, LLC | History | Reduced | 2,849 | 155 | 0.1% | 1.67% | 470 | -38,751 | -93.15% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 2,774 | 151 | 0.04% | 0.09% | 472 | -1,931 | -41.04% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,774 | 151 | 0.04% | 0.05% | 471 | +813 | 41.46% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 2,750 | 150 | 0.06% | 0.07% | 473 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| S.A. Mason LLC | History | No change | 2,600 | 141 | 0.05% | 0.06% | 474 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | New | 2,500 | 136 | 0.0% | — | 476 | +2,500 | New | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,500 | 136 | 0.01% | 0.01% | 475 | -336 | -11.85% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,236 | 132 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| High Point Wealth Management, LLC | History | Added to | 2,038 | 111 | 0.11% | 0.11% | 478 | +3 | 0.15% | Q1 2026 | Apr 08, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 1,997 | 108 | 0.1% | 2.78% | 479 | -47,761 | -95.99% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | No change | 1,892 | 103 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Register Financial Advisors LLC | History | No change | 1,770 | 96 | 0.04% | 0.04% | 481 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | No change | 1,760 | 96 | 0.0% | 0.01% | 482 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crews Bank & Trust | History | No change | 1,750 | 95 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 1,612 | 87 | 0.05% | — | 485 | +1,612 | New | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,587 | 87 | 0.01% | 0.01% | 484 | -601 | -27.47% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,504 | 82 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,498 | 81 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Team Financial Group, LLC | History | Added to | 1,389 | 75 | 0.03% | 0.03% | 488 | +258 | 22.81% | Q1 2026 | May 01, 2026 |
| Main Street Group, LTD | History | New | 1,370 | 74 | 0.02% | — | 489 | +1,370 | New | Q1 2026 | May 06, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 1,344 | 73 | 0.02% | 0.0% | 490 | +1,188 | 761.54% | Q1 2026 | Apr 22, 2026 |
| JNBA Financial Advisors | History | No change | 1,250 | 68 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,240 | 67 | 0.0% | 0.0% | 492 | +15 | 1.22% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | No change | 1,234 | 67 | 0.01% | 0.02% | 493 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,255 | 66 | 0.0% | 0.05% | 494 | -19,275 | -93.89% | Q1 2026 | May 15, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,200 | 65 | 0.02% | 0.02% | 495 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,178 | 64 | 0.0% | 0.0% | 496 | -302 | -20.41% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | No change | 1,152 | 62 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | No change | 1,095 | 59 | 0.08% | 0.08% | 498 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MCF Advisors LLC | History | Added to | 1,055 | 57 | 0.0% | — | 499 | +1,040 | 6933.33% | Q1 2026 | May 11, 2026 |
| CGC Financial Services, LLC | History | No change | 1,026 | 55 | 0.02% | 0.02% | 500 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DAGCO, INC. | History | No change | 960 | 52 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Caitlin John, LLC | History | Reduced | 916 | 49 | 0.03% | 0.06% | 502 | -635 | -40.94% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 883 | 48 | 0.01% | — | 503 | +883 | New | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 836 | 45 | 0.0% | 0.0% | 504 | -3,164 | -79.1% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 816 | 44 | 0.01% | 0.01% | 505 | +21 | 2.64% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 774 | 42 | 0.0% | 0.0% | 506 | -249 | -24.34% | Q1 2026 | May 05, 2026 |
| LGT Financial Advisors LLC | History | No change | 773 | 42 | 0.22% | 0.28% | 507 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 698 | 38 | 0.01% | 0.01% | 508 | +1 | 0.14% | Q1 2026 | Apr 22, 2026 |
| EPG Wealth Management LLC | History | No change | 690 | 37 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 671 | 36 | 0.0% | 0.01% | 510 | -252 | -27.3% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 657 | 35 | 0.0% | 0.15% | 511 | -34,043 | -98.11% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 654 | 35 | 0.0% | 0.0% | 512 | +490 | 298.78% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 648 | 35 | 0.02% | 0.02% | 513 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 640 | 34 | 0.0% | — | 515 | +640 | New | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 636 | 34 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | New | 602 | 33 | 0.01% | — | 517 | +602 | New | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 606 | 33 | 0.03% | 0.03% | 516 | +1 | 0.17% | Q1 2026 | Apr 22, 2026 |
| SouthState Bank Corp | History | No change | 600 | 32 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 550 | 30 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 514 | 28 | 0.0% | 0.0% | 520 | +1 | 0.19% | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 520 | 28 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GODSEY & GIBB, INC | History | No change | 510 | 27 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Y.D. More Investments Ltd | History | No change | 460 | 24 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 394 | 23 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 407 | 22 | 0.0% | 0.0% | 525 | -100 | -19.72% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | No change | 398 | 21 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | No change | 372 | 20 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 372 | 20 | 0.0% | 0.01% | 528 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 350 | 19 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 322 | 19 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 345 | 18 | 0.0% | 0.0% | 531 | -1,007 | -74.48% | Q1 2026 | May 06, 2026 |
| Hickory Point Bank & Trust | History | New | 341 | 18 | 0.01% | — | 532 | +341 | New | Q1 2026 | Apr 03, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 329 | 17 | 0.0% | — | 533 | +329 | New | Q1 2026 | May 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 300 | 16 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Abound Wealth Management | History | Reduced | 271 | 14 | 0.0% | 0.0% | 536 | -10 | -3.56% | Q1 2026 | Apr 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 239 | 14 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Magnolia Wealth Management, LLC | History | New | 242 | 13 | 0.01% | — | 537 | +242 | New | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 236 | 12 | 0.0% | — | 540 | +236 | New | Q1 2026 | May 08, 2026 |
| Founders Capital Management | History | No change | 230 | 12 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Berbice Capital Management LLC | History | No change | 215 | 12 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| West Branch Capital LLC | History | No change | 190 | 10 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 200 | 10 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 168 | 9 | 0.0% | — | 546 | +168 | New | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Added to | 170 | 9 | 0.0% | 0.0% | 545 | +113 | 198.25% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 166 | 9 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 149 | 8 | 0.01% | 1.53% | 548 | -37,760 | -99.61% | Q1 2026 | Apr 21, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 150 | 8 | 0.0% | 0.01% | 549 | -300 | -66.67% | Q1 2026 | Apr 08, 2026 |
| BOKF, NA | History | New | 154 | 8 | 0.0% | — | 550 | +154 | New | Q1 2026 | May 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 150 | 8 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 146 | 7 | 0.0% | 0.0% | 551 | +1 | 0.69% | Q1 2026 | Apr 09, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 110 | 6 | 0.0% | 2.31% | 557 | -121,584 | -99.91% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 115 | 6 | 0.0% | 0.0% | 554 | -62 | -35.03% | Q1 2026 | Apr 20, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 121 | 6 | 0.0% | 0.0% | 555 | -4 | -3.2% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | No change | 105 | 6 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 115 | 6 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 118 | 6 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 103 | 5 | 0.0% | — | 558 | +103 | New | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 78 | 4 | 0.0% | 0.0% | 559 | -5 | -6.02% | Q1 2026 | Apr 15, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 75 | 4 | 0.0% | 0.0% | 560 | -1 | -1.32% | Q1 2026 | May 01, 2026 |
| SWAN Capital LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 84 | 4 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 56 | 3 | 0.0% | 0.01% | 563 | -21,911 | -99.75% | Q1 2026 | May 05, 2026 |
| Wagner Wealth Management, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WealthShield Partners, LLC | History | New | 48 | 2 | 0.0% | — | 568 | +48 | New | Q1 2026 | May 01, 2026 |
| Addison Advisors LLC | History | New | 44 | 2 | 0.0% | — | 569 | +44 | New | Q1 2026 | May 08, 2026 |
| Weaver Capital Management LLC | History | Reduced | 38 | 2 | 0.0% | 0.0% | 565 | -9 | -19.15% | Q1 2026 | Apr 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CVA Family Office, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NBT BANK N A /NY | History | Reduced | 25 | 1 | 0.0% | 0.0% | 570 | -34 | -57.63% | Q1 2026 | Apr 28, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 26 | 1 | 0.0% | 0.0% | 573 | -26 | -50.0% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 25 | 1 | 0.0% | 0.0% | 571 | +5 | 25.0% | Q1 2026 | May 06, 2026 |
| Tidemark, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -2,479,520 | -100.0% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 2.37% | — | -668,465 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Horst & Graben Wealth Management LLC | History | Closed out | 0 | 0 | — | 3.78% | — | -421,968 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -280,299 | -100.0% | Q1 2026 | May 12, 2026 |
| BANK HAPOALIM BM | History | Closed out | 0 | 0 | — | 1.35% | — | -262,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Security Financial Services, INC. | History | Closed out | 0 | 0 | — | 2.3% | — | -247,258 | -100.0% | Q1 2026 | May 27, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.04% | — | -224,415 | -100.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -183,724 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 3.92% | — | -161,707 | -100.0% | Q1 2026 | May 08, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 4.02% | — | -161,674 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Hobbs Wealth Management, LLC | History | Closed out | 0 | 0 | — | 9.08% | — | -157,257 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Client First Capital LLC | History | Closed out | 0 | 0 | — | 2.86% | — | -114,595 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 1.05% | — | -103,851 | -100.0% | Q1 2026 | May 05, 2026 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -93,415 | -100.0% | Q1 2026 | Apr 27, 2026 |
| THEORY FINANCIAL LLC | History | Closed out | 0 | 0 | — | 1.47% | — | -73,847 | -100.0% | Q1 2026 | May 05, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -66,486 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -59,945 | -100.0% | Q1 2026 | May 20, 2026 |
| Chatterton & Associates Inc. | History | Closed out | 0 | 0 | — | 2.99% | — | -58,972 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -55,557 | -100.0% | Q1 2026 | May 11, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -54,551 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 1.28% | — | -50,907 | -100.0% | Q1 2026 | May 01, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 2.12% | — | -41,332 | -100.0% | Q1 2026 | May 08, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -39,944 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -36,513 | -100.0% | Q1 2026 | Apr 08, 2026 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -33,263 | -100.0% | Q1 2026 | Apr 14, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 5.77% | — | -32,108 | -100.0% | Q1 2026 | May 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,836 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Vantage Point Financial LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -29,577 | -100.0% | Q1 2026 | May 01, 2026 |
| Cannon Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.14% | — | -27,538 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -26,031 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,800 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Catalina Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -24,709 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -23,858 | -100.0% | Q1 2026 | Apr 15, 2026 |
| RiverTree Advisors, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -21,809 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -21,296 | -100.0% | Q1 2026 | May 12, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -20,533 | -100.0% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,746 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MN Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -18,711 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 1.01% | — | -17,832 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.86% | — | -16,940 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -16,646 | -100.0% | Q1 2026 | May 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -15,596 | -100.0% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,273 | -100.0% | Q1 2026 | May 04, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -15,141 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Parkway Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -14,650 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Goldstone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -14,581 | -100.0% | Q1 2026 | Apr 24, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,342 | -100.0% | Q1 2026 | May 14, 2026 |
| Resurgent Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -14,144 | -100.0% | Q1 2026 | May 12, 2026 |
| Marks Group Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -13,099 | -100.0% | Q1 2026 | May 05, 2026 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -12,741 | -100.0% | Q1 2026 | May 06, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,534 | -100.0% | Q1 2026 | Apr 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Closed out | 0 | 0 | — | 0.07% | — | -11,536 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -11,474 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.09% | — | -11,431 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -11,238 | -100.0% | Q1 2026 | May 11, 2026 |
| GatePass Capital, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -10,692 | -100.0% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,644 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,202 | -100.0% | Q1 2026 | May 15, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q1 2026 | May 21, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -9,845 | -100.0% | Q1 2026 | May 06, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,499 | -100.0% | Q1 2026 | May 01, 2026 |
| WEALTHGARDEN F.S. LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -8,945 | -100.0% | Q1 2026 | May 04, 2026 |
| Syntegra Private Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,960 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,691 | -100.0% | Q1 2026 | Apr 09, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,614 | -100.0% | Q1 2026 | May 11, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,301 | -100.0% | Q1 2026 | May 04, 2026 |
| Centennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -7,028 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ASSOCIATED BANC-CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,219 | -100.0% | Q1 2026 | May 01, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -5,900 | -100.0% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,302 | -100.0% | Q1 2026 | May 14, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,100 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,000 | -100.0% | Q1 2026 | May 15, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,942 | -100.0% | Q1 2026 | May 15, 2026 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,915 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Elevation Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,783 | -100.0% | Q1 2026 | May 11, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,679 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Southland Equity Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,639 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,568 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,553 | -100.0% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,530 | -100.0% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,518 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,427 | -100.0% | Q1 2026 | May 14, 2026 |
| Western Financial Corp/CA | History | Closed out | 0 | 0 | — | 0.1% | — | -4,400 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,354 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Asempa Wealth Advisors | History | Closed out | 0 | 0 | — | 0.22% | — | -4,353 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,265 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,229 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,091 | -100.0% | Q1 2026 | May 07, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,027 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,903 | -100.0% | Q1 2026 | May 04, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,850 | -100.0% | Q1 2026 | May 14, 2026 |
| William Mack & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -3,706 | -100.0% | Q1 2026 | Apr 14, 2026 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,688 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -3,640 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Redwood Financial Network Corp | History | Closed out | 0 | 0 | — | 0.14% | — | -3,630 | -100.0% | Q1 2026 | May 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -3,617 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.06% | — | -3,595 | -100.0% | Q1 2026 | May 08, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,587 | -100.0% | Q1 2026 | Apr 20, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,544 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Firestone Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -3,406 | -100.0% | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -3,183 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,860 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MTM Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,346 | -100.0% | Q1 2026 | May 06, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -963 | -100.0% | Q1 2026 | May 01, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -759 | -100.0% | Q1 2026 | May 01, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -451 | -100.0% | Q1 2026 | May 06, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -287 | -100.0% | Q1 2026 | May 07, 2026 |
| Cordgrass Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q1 2026 | May 07, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |