SELECT SECTOR SPDR TRUST - XLP
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 | Added to | 24,702,456 | 2,025,107 | 0.15% | 0.13% | 1 | +1,275,550 | 5.44% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 21,034,035 | 1,724,370 | 0.19% | 0.09% | 2 | +11,511,801 | 120.89% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 10,415,772 | 853,884 | 0.36% | 0.78% | 3 | -12,313,014 | -54.17% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 10,324,792 | 846,426 | 0.05% | 0.04% | 4 | +1,871,527 | 22.14% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,654,456 | 790,507 | 0.05% | 0.04% | 5 | +882,843 | 10.06% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,357,677 | 767,142 | 0.09% | 0.11% | 6 | -2,528,808 | -21.27% | Q1 2026 | May 15, 2026 |
| Elliott Investment Management L.P. | History | Reduced | 9,140,000 | 749,297 | 3.73% | 6.88% | 7 | -10,860,000 | -54.3% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 7,672,945 | 629,028 | 0.09% | 0.07% | 8 | +2,285,437 | 42.42% | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | Added to | 7,391,460 | 605,951 | 3.93% | 0.08% | 9 | +7,120,408 | 2626.95% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,894,427 | 565,205 | 0.07% | 0.03% | 10 | +4,197,867 | 155.67% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,041,474 | 495,280 | 0.08% | 0.11% | 11 | -3,005,674 | -33.22% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,455,924 | 447,276 | 0.08% | 0.07% | 12 | +291,377 | 5.64% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,389,729 | 441,849 | 0.12% | 0.12% | 13 | -27,550 | -0.51% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,981,721 | 408,401 | 0.13% | 0.12% | 14 | -12,699 | -0.25% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 4,934,526 | 404,532 | 0.1% | 0.19% | 15 | -5,108,092 | -50.86% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 4,345,177 | 356,217 | 0.09% | 0.09% | 16 | +282,796 | 6.96% | Q1 2026 | May 06, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 4,011,547 | 328,866 | 1.56% | 1.51% | 17 | -117,500 | -2.85% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,626,084 | 297,266 | 0.05% | 0.02% | 18 | +1,866,338 | 106.06% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | New | 3,286,846 | 269,455 | 1.11% | — | 19 | +3,286,846 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,266,173 | 267,760 | 0.11% | 0.01% | 20 | +3,005,530 | 1153.12% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,198,124 | 257,509 | 0.06% | 0.06% | 21 | -226,829 | -6.62% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,138,094 | 257,261 | 0.64% | 0.54% | 22 | +125,751 | 4.17% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,042,764 | 249,445 | 0.34% | 0.31% | 23 | +36,447 | 1.21% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,860,644 | 234,515 | 0.38% | 0.13% | 24 | +1,796,613 | 168.85% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Added to | 2,828,614 | 231,892 | 5.6% | 4.99% | 25 | +69,022 | 2.5% | Q1 2026 | Apr 22, 2026 |
| Rokos Capital Management LLP | History | Added to | 2,618,133 | 214,569 | 1.62% | 0.13% | 26 | +2,181,805 | 500.04% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,803,641 | 205,916 | 0.1% | 0.36% | 27 | -8,285,366 | -82.12% | Q1 2026 | May 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 2,046,080 | 167,737 | 0.27% | 0.65% | 28 | -2,948,920 | -59.04% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Added to | 2,026,060 | 166,096 | 0.59% | 0.29% | 29 | +988,065 | 95.19% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 1,971,728 | 161,642 | 0.0% | 0.0% | 30 | +1,195,112 | 153.89% | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 1,788,624 | 146,631 | 0.23% | 0.47% | 31 | -1,764,816 | -49.67% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,489,200 | 122,084 | 0.16% | 0.05% | 32 | +945,400 | 173.85% | Q1 2026 | May 15, 2026 |
| SPX Gestao de Recursos Ltda | History | New | 1,466,111 | 120,191 | 9.98% | — | 33 | +1,466,111 | New | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,258,760 | 103,193 | 0.02% | 0.02% | 34 | -363,972 | -22.43% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 1,222,730 | 100,239 | 0.53% | 0.64% | 35 | -356,800 | -22.59% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,046,296 | 85,775 | 0.03% | 0.03% | 36 | -223,372 | -17.59% | Q1 2026 | May 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 986,779 | 80,896 | 0.1% | 0.06% | 37 | +360,799 | 57.64% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 983,502 | 80,627 | 0.05% | 0.04% | 38 | +16,186 | 1.67% | Q1 2026 | May 15, 2026 |
| Saudi Central Bank | History | No change | 963,581 | 78,994 | 1.67% | 2.8% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 946,132 | 77,563 | 1.21% | 1.08% | 40 | +652 | 0.07% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 927,500 | 76,036 | 0.09% | 0.05% | 41 | +279,500 | 43.13% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 898,500 | 73,659 | 0.43% | — | 42 | +898,500 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 888,860 | 72,885 | 0.11% | 0.13% | 43 | -224,939 | -20.2% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 712,504 | 58,411 | 0.27% | 0.3% | 44 | +41,180 | 6.13% | Q1 2026 | May 08, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 679,126 | 55,674 | 0.25% | 0.29% | 45 | -174,848 | -20.47% | Q1 2026 | May 07, 2026 |
| Volterra Technologies LP | History | Added to | 676,190 | 55,434 | 6.74% | 0.04% | 46 | +671,292 | 13705.43% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 673,653 | 55,226 | 0.08% | 0.07% | 47 | -24,997 | -3.58% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 663,139 | 54,364 | 0.06% | 0.06% | 48 | -63,600 | -8.75% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 600,000 | 49,188 | 0.43% | — | 49 | +600,000 | New | Q1 2026 | May 15, 2026 |
| DeepCurrents Investment Group LLC | History | New | 6,000 | 49,188 | 1.58% | — | 50 | +6,000 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 594,760 | 48,758 | 0.04% | 0.05% | 51 | -112,967 | -15.96% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 557,389 | 45,694 | 0.22% | 0.21% | 52 | +45,692 | 8.93% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 500,000 | 40,990 | 0.06% | 0.01% | 53 | +388,800 | 349.64% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 486,217 | 39,861 | 1.09% | 0.72% | 54 | +144,717 | 42.38% | Q1 2026 | May 14, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 475,085 | 38,947 | 3.53% | 4.39% | 55 | -152,178 | -24.26% | Q1 2026 | May 04, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 473,043 | 38,780 | 0.18% | 0.25% | 56 | -696,157 | -59.54% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 463,621 | 38,007 | 2.06% | 1.94% | 57 | +9,879 | 2.18% | Q1 2026 | May 06, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 450,987 | 36,971 | 0.35% | 0.42% | 58 | -45,000 | -9.07% | Q1 2026 | May 11, 2026 |
| Banco BTG Pactual S.A. | History | New | 449,600 | 36,858 | 3.22% | — | 59 | +449,600 | New | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 447,166 | 36,692 | 1.17% | 1.1% | 60 | +43,114 | 10.67% | Q1 2026 | May 06, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 407,834 | 33,434 | 1.11% | 1.02% | 61 | -1,950 | -0.48% | Q1 2026 | May 15, 2026 |
| Trust Asset Management LLC | History | Reduced | 391,133 | 32,065 | 2.3% | 2.07% | 62 | -349 | -0.09% | Q1 2026 | Apr 20, 2026 |
| STATE STREET CORP | History | Reduced | 364,180 | 29,855 | 0.0% | 0.0% | 63 | -748,138 | -67.26% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 363,167 | 29,774 | 0.03% | 0.03% | 64 | -24,522 | -6.33% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | No change | 350,000 | 28,693 | 1.05% | 0.75% | 65 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Reduced | 345,886 | 28,355 | 0.06% | 0.07% | 66 | -107,901 | -23.78% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 341,978 | 28,035 | 0.08% | 0.07% | 67 | -39,709 | -10.4% | Q1 2026 | May 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 331,139 | 27,146 | 0.75% | 0.52% | 68 | +51,874 | 18.58% | Q1 2026 | Apr 21, 2026 |
| Allianz Asset Management GmbH | History | New | 323,300 | 26,504 | 0.03% | — | 69 | +323,300 | New | Q1 2026 | May 11, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 302,748 | 24,819 | 0.86% | — | 70 | +302,748 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 289,520 | 23,735 | 0.06% | 0.05% | 71 | +56,393 | 24.19% | Q1 2026 | Apr 30, 2026 |
| Trilogy Capital Inc. | History | Added to | 269,982 | 22,133 | 0.98% | 0.57% | 72 | +106,328 | 64.97% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 260,575 | 21,361 | 0.01% | 0.0% | 73 | +125,989 | 93.61% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 252,063 | 20,664 | 0.04% | 0.04% | 74 | -7,060 | -2.72% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 248,739 | 20,391 | 0.03% | 0.03% | 75 | +13,718 | 5.84% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 248,501 | 20,372 | 0.04% | 0.03% | 76 | +50,208 | 25.32% | Q1 2026 | May 01, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 243,323 | 19,947 | 1.6% | — | 77 | +243,323 | New | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 240,659 | 19,729 | 0.04% | 0.04% | 78 | -59,341 | -19.78% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 240,000 | 19,675 | 0.15% | — | 79 | +240,000 | New | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 237,629 | 19,481 | 0.02% | 0.01% | 80 | +153,656 | 182.98% | Q1 2026 | Apr 16, 2026 |
| Cavalier Investments, LLC | History | New | 237,366 | 19,459 | 0.53% | — | 81 | +237,366 | New | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Reduced | 235,456 | 19,302 | 0.56% | 0.52% | 82 | -20,213 | -7.91% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 234,079 | 19,061 | 0.61% | 0.68% | 83 | -6,658 | -2.77% | Q1 2026 | Apr 17, 2026 |
| Walleye Trading LLC | History | Added to | 231,600 | 18,986 | 0.03% | 0.01% | 84 | +110,000 | 90.46% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 228,120 | 18,701 | 0.2% | 0.19% | 85 | +18,184 | 8.66% | Q1 2026 | Apr 20, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 223,274 | 18,304 | 0.28% | 0.28% | 86 | +2,473 | 1.12% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 220,946 | 18,113 | 0.02% | 0.02% | 87 | -11,273 | -4.85% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 217,829 | 17,857 | 0.24% | 0.47% | 88 | -203,447 | -48.29% | Q1 2026 | May 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 216,736 | 17,737 | 0.05% | 0.01% | 89 | +149,771 | 223.66% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 215,934 | 17,702 | 1.84% | 2.22% | 90 | -77,698 | -26.46% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 214,658 | 17,597 | 0.04% | 0.04% | 91 | -41,582 | -16.23% | Q1 2026 | May 15, 2026 |
| Passaic Partners LLC | History | Reduced | 209,780 | 17,197 | 1.61% | 2.06% | 92 | -46,863 | -18.26% | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 200,243 | 16,415 | 1.82% | — | 93 | +200,243 | New | Q1 2026 | May 07, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 199,409 | 16,347 | 4.02% | 4.92% | 94 | -8,217 | -3.96% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 196,808 | 16,134 | 0.03% | 0.01% | 95 | +116,808 | 146.01% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 195,321 | 16,012 | 1.07% | 1.13% | 96 | -19,632 | -9.13% | Q1 2026 | Apr 10, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 194,440 | 15,940 | 5.67% | 5.6% | 97 | +3,466 | 1.81% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 193,924 | 15,897 | 0.0% | 0.0% | 98 | +1,408 | 0.73% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 193,365 | 15,852 | 0.09% | 0.09% | 99 | -11,620 | -5.67% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 192,948 | 15,817 | 0.02% | 0.02% | 100 | +4,885 | 2.6% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 188,287 | 15,436 | 0.2% | 0.19% | 101 | -2,066 | -1.09% | Q1 2026 | May 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 185,026 | 15,168 | 1.35% | 1.31% | 102 | -16,041 | -7.98% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 184,356 | 15,113 | 0.06% | 0.05% | 103 | +21,069 | 12.9% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 182,365 | 14,950 | 0.12% | 0.04% | 104 | +135,095 | 285.79% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 181,930 | 14,914 | 0.08% | 0.04% | 105 | +78,876 | 76.54% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 180,854 | 14,826 | 0.02% | 0.02% | 106 | -1,744 | -0.96% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 178,711 | 14,650 | 0.49% | 0.24% | 107 | +9,531 | 5.63% | Q1 2026 | Apr 23, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 176,496 | 14,469 | 0.1% | 0.09% | 108 | -49,980 | -22.07% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 174,898 | 14,338 | 0.07% | 0.08% | 109 | -37,434 | -17.63% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 171,537 | 14,062 | 0.01% | 0.01% | 110 | -3,190 | -1.83% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 170,973 | 14,016 | 0.03% | 0.02% | 111 | +73,609 | 75.6% | Q1 2026 | May 14, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 169,753 | 13,916 | 3.41% | 3.53% | 112 | -23,351 | -12.09% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 169,012 | 13,855 | 0.0% | — | 113 | +169,012 | New | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 166,481 | 13,648 | 0.0% | 0.0% | 114 | +123,920 | 291.16% | Q1 2026 | May 13, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 166,226 | 13,627 | 0.8% | 0.75% | 115 | -186 | -0.11% | Q1 2026 | Apr 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 165,544 | 13,571 | 0.02% | 0.09% | 116 | -919,157 | -84.74% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 162,483 | 13,320 | 0.01% | 0.01% | 117 | +725 | 0.45% | Q1 2026 | May 12, 2026 |
| MATAURO, LLC | History | Added to | 162,223 | 13,299 | 1.92% | 1.7% | 118 | +16,914 | 11.64% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 161,446 | 13,235 | 0.07% | 0.07% | 119 | -3,437 | -2.08% | Q1 2026 | May 15, 2026 |
| Clarity Financial LLC | History | Reduced | 160,842 | 13,185 | 1.43% | 1.42% | 120 | -36,688 | -18.57% | Q1 2026 | May 01, 2026 |
| Janney Capital Management LLC | History | No change | 167,352 | 13,000 | 0.82% | 0.82% | 121 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 154,677 | 12,680 | 2.53% | 2.32% | 122 | +27,307 | 21.44% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 154,199 | 12,641 | 1.02% | — | 123 | +154,199 | New | Q1 2026 | Apr 28, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Added to | 152,348 | 12,489 | 1.44% | 1.41% | 124 | +845 | 0.56% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 152,708 | 12,488 | 0.01% | 0.01% | 125 | +19,898 | 14.98% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 151,971 | 12,458 | 0.03% | 0.01% | 126 | +115,062 | 311.75% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 150,242 | 12,316 | 0.07% | 0.06% | 127 | +1,906 | 1.28% | Q1 2026 | Apr 15, 2026 |
| Annex Advisory Services, LLC | History | Added to | 150,032 | 12,299 | 0.23% | 0.2% | 128 | +14,514 | 10.71% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 152,452 | 11,940 | 0.08% | 0.07% | 129 | +14,708 | 10.68% | Q1 2026 | May 15, 2026 |
| Swan Global Investments, LLC | History | Reduced | 144,314 | 11,830 | 0.39% | 0.43% | 130 | -42,052 | -22.56% | Q1 2026 | May 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 143,873 | 11,795 | 0.09% | 0.09% | 131 | +6,102 | 4.43% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 143,121 | 11,733 | 0.52% | 0.05% | 132 | +130,136 | 1002.2% | Q1 2026 | Apr 28, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 142,973 | 11,720 | 5.79% | 5.54% | 133 | +3,142 | 2.25% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 141,091 | 11,566 | 0.06% | 0.01% | 134 | +107,673 | 322.2% | Q1 2026 | May 13, 2026 |
| United Asset Strategies, Inc. | History | Added to | 133,856 | 10,973 | 0.87% | 0.75% | 135 | +8,498 | 6.78% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 131,404 | 10,772 | 0.01% | 0.01% | 136 | -2,171 | -1.63% | Q1 2026 | May 14, 2026 |
| Valence8 US LP | History | Added to | 129,368 | 10,605 | 3.71% | 2.7% | 137 | +12,094 | 10.31% | Q1 2026 | May 15, 2026 |
| Rockport Wealth LLC | History | Added to | 127,588 | 10,457 | 1.9% | 0.04% | 138 | +124,791 | 4461.6% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 125,500 | 10,288 | 0.01% | 0.06% | 139 | -394,068 | -75.85% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 125,149 | 10,259 | 0.21% | 0.18% | 140 | -33,873 | -21.3% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 1,123,744 | 10,226 | 0.11% | 0.06% | 141 | +1,066,978 | 1879.61% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 122,906 | 10,075 | 0.03% | 0.02% | 142 | +32,889 | 36.54% | Q1 2026 | May 14, 2026 |
| Northstar Advisory Group, LLC | History | New | 121,712 | 9,977 | 3.71% | — | 143 | +121,712 | New | Q1 2026 | Apr 08, 2026 |
| IMZ Advisory Inc | History | Reduced | 121,581 | 9,967 | 3.77% | 3.54% | 144 | -2,790 | -2.24% | Q1 2026 | Apr 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 121,295 | 9,943 | 0.55% | 0.41% | 145 | +26,624 | 28.12% | Q1 2026 | Apr 30, 2026 |
| Maven Securities LTD | History | Reduced | 120,043 | 9,835 | 0.19% | 0.24% | 146 | -17,179 | -12.52% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 117,508 | 9,806 | 0.55% | 0.31% | 147 | +49,090 | 71.75% | Q1 2026 | Apr 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 118,459 | 9,711 | 0.3% | 0.31% | 148 | -4,723 | -3.83% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 115,534 | 9,471 | 0.11% | 0.11% | 149 | -1,039 | -0.89% | Q1 2026 | May 08, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 115,242 | 9,447 | 1.46% | 1.5% | 150 | -5,751 | -4.75% | Q1 2026 | Apr 23, 2026 |
| KWMG, LLC | History | Added to | 114,617 | 9,396 | 0.78% | 0.74% | 151 | +3,377 | 3.04% | Q1 2026 | Apr 09, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 114,554 | 9,391 | 0.19% | 0.17% | 152 | -8,305 | -6.76% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 114,112 | 9,354 | 0.39% | — | 153 | +114,112 | New | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 114,371 | 9,300 | 0.83% | 0.79% | 154 | -559 | -0.49% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 113,354 | 9,292 | 0.02% | 0.01% | 155 | +72,515 | 177.56% | Q1 2026 | May 01, 2026 |
| Spruce Point Capital Management, LLC | History | Added to | 110,000 | 9,017 | 9.92% | 3.55% | 156 | +88,000 | 400.0% | Q1 2026 | May 12, 2026 |
| LifePlan Financial, LLC | History | Added to | 109,847 | 9,005 | 6.65% | 6.14% | 157 | +6,696 | 6.49% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 109,183 | 8,950 | 0.07% | 0.05% | 158 | +28,062 | 34.59% | Q1 2026 | May 15, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 108,774 | 8,917 | 7.02% | 6.52% | 159 | +7,539 | 7.45% | Q1 2026 | Apr 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 107,899 | 8,841 | 0.01% | 0.01% | 160 | +12,735 | 13.38% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 105,627 | 8,659 | 0.1% | 0.1% | 161 | +3,624 | 3.55% | Q1 2026 | May 01, 2026 |
| Sharper & Granite LLC | History | Reduced | 105,610 | 8,657 | 2.96% | 2.97% | 162 | -3,096 | -2.85% | Q1 2026 | Apr 08, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 104,596 | 8,574 | 0.9% | 0.23% | 163 | +77,149 | 281.08% | Q1 2026 | May 11, 2026 |
| Bellwether Advisors, LLC | History | New | 104,250 | 8,546 | 1.45% | — | 164 | +104,250 | New | Q1 2026 | May 12, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 100,000 | 8,198 | 0.57% | — | 165 | +100,000 | New | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 99,939 | 8,192 | 0.0% | 0.0% | 166 | -17,944 | -15.22% | Q1 2026 | May 13, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 99,294 | 8,140 | 1.77% | 2.18% | 167 | -23,154 | -18.91% | Q1 2026 | May 11, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 97,275 | 7,974 | 0.63% | 0.58% | 168 | -2,844 | -2.84% | Q1 2026 | Apr 17, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 97,041 | 7,955 | 4.32% | 1.09% | 169 | +71,505 | 280.02% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Reduced | 96,146 | 7,882 | 0.42% | 1.03% | 170 | -132,437 | -57.94% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 94,356 | 7,735 | 0.22% | 0.02% | 171 | +87,849 | 1350.07% | Q1 2026 | Apr 09, 2026 |
| Empowered Funds, LLC | History | New | 93,809 | 7,690 | 0.05% | — | 172 | +93,809 | New | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | Reduced | 93,054 | 7,628 | 0.42% | 0.39% | 173 | -339 | -0.36% | Q1 2026 | Apr 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 92,734 | 7,602 | 0.24% | 0.12% | 174 | +44,568 | 92.53% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 91,894 | 7,533 | 0.49% | 0.5% | 175 | -6,045 | -6.17% | Q1 2026 | Apr 15, 2026 |
| THOR TRADING ADVISORS, LLC | History | Added to | 90,618 | 7,428 | 3.08% | 2.71% | 176 | +7,046 | 8.43% | Q1 2026 | May 07, 2026 |
| Concentric Capital Strategies, LP | History | New | 89,994 | 7,377 | 0.62% | — | 177 | +89,994 | New | Q1 2026 | May 15, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 89,366 | 7,326 | 2.06% | 3.74% | 178 | -61,176 | -40.64% | Q1 2026 | May 13, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 87,992 | 7,213 | 2.53% | 0.13% | 179 | +83,487 | 1853.21% | Q1 2026 | May 05, 2026 |
| Circle Wealth Management, LLC | History | Added to | 87,501 | 7,173 | 0.1% | 0.1% | 180 | +135 | 0.15% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 85,551 | 7,013 | 0.01% | 0.01% | 181 | -21,001 | -19.71% | Q1 2026 | May 14, 2026 |
| One Wealth Map LLC | History | Reduced | 82,057 | 6,906 | 3.24% | 3.62% | 182 | -2,122 | -2.52% | Q1 2026 | May 04, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 88,515 | 6,875 | 1.45% | 1.45% | 183 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 82,800 | 6,787 | 0.01% | 0.0% | 184 | +65,652 | 382.86% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 82,682 | 6,778 | 0.11% | 0.01% | 185 | +73,485 | 799.01% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 80,661 | 6,612 | 0.09% | 0.09% | 186 | -352 | -0.43% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 80,100 | 6,566 | 0.01% | 0.04% | 187 | -513,577 | -86.51% | Q1 2026 | May 14, 2026 |
| Niles Investment Management, LLC | History | New | 79,982 | 6,556 | 5.89% | — | 188 | +79,982 | New | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 79,661 | 6,530 | 0.15% | 0.17% | 189 | -9,225 | -10.38% | Q1 2026 | May 15, 2026 |
| Madison Park Capital Advisors, LLC | History | New | 79,455 | 6,513 | 5.12% | — | 190 | +79,455 | New | Q1 2026 | Apr 22, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 79,069 | 6,482 | 0.74% | 0.84% | 191 | -21,759 | -21.58% | Q1 2026 | Apr 10, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 78,638 | 6,446 | 0.36% | 0.36% | 192 | -7,536 | -8.75% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 98,069 | 6,390 | 0.01% | 0.01% | 193 | -7,054 | -6.71% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 77,833 | 6,380 | 0.09% | 0.09% | 194 | -174 | -0.22% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 77,712 | 6,370 | 0.15% | 0.08% | 195 | +32,665 | 72.51% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 81,633 | 6,341 | 0.0% | 0.0% | 196 | -120,023 | -59.52% | Q1 2026 | May 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 76,333 | 6,257 | 1.47% | 1.38% | 197 | +737 | 0.97% | Q1 2026 | Apr 17, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 75,639 | 6,200 | 1.3% | 1.13% | 198 | +2,785 | 3.82% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Reduced | 75,345 | 6,176 | 0.08% | 0.13% | 199 | -64,905 | -46.28% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Reduced | 75,216 | 6,166 | 0.05% | 0.05% | 200 | -5,816 | -7.18% | Q1 2026 | May 08, 2026 |
| Client First Capital LLC | History | New | 74,468 | 6,104 | 2.65% | — | 201 | +74,468 | New | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Reduced | 74,384 | 6,097 | 0.21% | 0.2% | 202 | -2,276 | -2.97% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 73,930 | 6,060 | 0.44% | 0.39% | 203 | +3,124 | 4.41% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 73,020 | 5,986 | 0.0% | 0.0% | 204 | +4,613 | 6.74% | Q1 2026 | May 15, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 72,734 | 5,962 | 0.23% | 0.23% | 205 | -7,461 | -9.3% | Q1 2026 | Apr 16, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 72,271 | 5,924 | 2.53% | 2.11% | 206 | +6,172 | 9.34% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 72,097 | 5,910 | 1.61% | 1.42% | 207 | +3,134 | 4.54% | Q1 2026 | May 13, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 76,017 | 5,905 | 1.11% | 1.11% | 208 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 71,611 | 5,870 | 0.39% | 0.35% | 209 | +180 | 0.25% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 71,135 | 5,831 | 0.03% | 0.01% | 210 | +45,106 | 173.29% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 74,843 | 5,813 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 70,892 | 5,811 | 0.4% | 0.37% | 212 | -161 | -0.23% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 69,530 | 5,700 | 0.13% | 0.14% | 213 | -4,953 | -6.65% | Q1 2026 | May 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 69,065 | 5,661 | 0.08% | 0.22% | 214 | -108,561 | -61.12% | Q1 2026 | May 01, 2026 |
| Client First Investment Management LLC | History | New | 68,738 | 5,635 | 2.93% | — | 215 | +68,738 | New | Q1 2026 | Apr 10, 2026 |
| Man Group plc | History | New | 68,425 | 5,609 | 0.01% | — | 216 | +68,425 | New | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Added to | 67,463 | 5,531 | 2.6% | 2.27% | 217 | +4,254 | 6.73% | Q1 2026 | Apr 15, 2026 |
| Algorithmic Investment Models, LLC | History | New | 66,858 | 5,481 | 6.76% | — | 218 | +66,858 | New | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 65,141 | 5,340 | 0.21% | 0.2% | 219 | -2,244 | -3.33% | Q1 2026 | Apr 13, 2026 |
| Proficio Capital Partners LLC | History | New | 64,770 | 5,309 | 0.28% | — | 220 | +64,770 | New | Q1 2026 | May 14, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 64,676 | 5,302 | 1.07% | 1.0% | 221 | -159 | -0.25% | Q1 2026 | Apr 22, 2026 |
| Destination Wealth Management | History | Reduced | 63,960 | 5,243 | 0.14% | 0.13% | 222 | -3,436 | -5.1% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 63,863 | 5,235 | 0.7% | 0.68% | 223 | -9 | -0.01% | Q1 2026 | Apr 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 64,031 | 5,215 | 0.01% | 0.01% | 224 | +6,350 | 11.01% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Reduced | 62,986 | 5,163 | 0.06% | 0.08% | 225 | -22,792 | -26.57% | Q1 2026 | May 05, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 62,776 | 5,146 | 0.09% | 0.09% | 226 | -8,616 | -12.07% | Q1 2026 | Apr 21, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 62,244 | 5,102 | 3.95% | 3.77% | 227 | +1,697 | 2.8% | Q1 2026 | Apr 28, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 61,291 | 5,024 | 0.57% | 0.57% | 228 | -5,185 | -7.8% | Q1 2026 | May 04, 2026 |
| American National Bank of Texas | History | Reduced | 60,939 | 4,995 | 4.76% | 4.69% | 230 | -1,994 | -3.17% | Q1 2026 | Apr 09, 2026 |
| FCA CORP /TX | History | Added to | 60,930 | 4,995 | 1.41% | 1.31% | 229 | +1,010 | 1.69% | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 60,912 | 4,993 | 0.35% | 0.36% | 231 | -1,388 | -2.23% | Q1 2026 | May 14, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 60,166 | 4,932 | 0.27% | 0.26% | 232 | -3,616 | -5.67% | Q1 2026 | May 12, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 59,980 | 4,917 | 2.62% | 2.8% | 233 | -4,037 | -6.31% | Q1 2026 | Apr 20, 2026 |
| SRB CORP | History | No change | 59,584 | 4,884 | 0.3% | 0.25% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 62,711 | 4,871 | 0.27% | 0.27% | 235 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 59,198 | 4,853 | 0.01% | 0.01% | 236 | +10,268 | 20.99% | Q1 2026 | May 15, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 56,765 | 4,676 | 1.23% | 1.44% | 237 | -1,923 | -3.28% | Q1 2026 | Apr 21, 2026 |
| Capula Management Ltd | History | Added to | 56,975 | 4,670 | 0.03% | 0.01% | 238 | +36,410 | 177.05% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 56,838 | 4,654 | 0.01% | 0.01% | 239 | -46,751 | -45.13% | Q1 2026 | Apr 08, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 56,331 | 4,617 | 0.79% | 0.73% | 240 | +1,231 | 2.23% | Q1 2026 | May 13, 2026 |
| Advocate Investing Services LLC | History | Added to | 56,252 | 4,611 | 3.91% | 2.94% | 241 | +14,012 | 33.17% | Q1 2026 | Apr 22, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 55,821 | 4,575 | 1.35% | 1.68% | 242 | +10,521 | 23.23% | Q1 2026 | May 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 55,547 | 4,554 | 1.24% | 1.23% | 243 | -1,000 | -1.77% | Q1 2026 | Apr 29, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 55,477 | 4,548 | 0.5% | 0.44% | 244 | +3,253 | 6.23% | Q1 2026 | Apr 16, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 57,309 | 4,451 | 0.33% | 0.33% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 53,858 | 4,415 | 1.49% | 1.38% | 246 | -689 | -1.26% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 53,594 | 4,394 | 1.13% | 1.01% | 247 | -2,389 | -4.27% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 53,259 | 4,366 | 0.12% | 0.11% | 248 | +3,941 | 7.99% | Q1 2026 | May 04, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 53,175 | 4,359 | 0.59% | 0.51% | 249 | +721 | 1.37% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Added to | 52,542 | 4,280 | 0.32% | 0.26% | 250 | +7,228 | 15.95% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | Added to | 52,160 | 4,276 | 0.05% | 0.01% | 251 | +48,505 | 1327.09% | Q1 2026 | May 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 51,684 | 4,237 | 0.55% | 0.62% | 252 | -10,248 | -16.55% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 51,195 | 4,196 | 0.13% | 0.04% | 253 | +19,801 | 63.07% | Q1 2026 | Apr 29, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 51,053 | 4,185 | 0.46% | 0.52% | 254 | -6,063 | -10.62% | Q1 2026 | Apr 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 51,070 | 4,184 | 0.11% | 0.17% | 255 | -30,220 | -37.18% | Q1 2026 | Apr 28, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 50,673 | 4,161 | 0.07% | 0.07% | 256 | -53 | -0.1% | Q1 2026 | May 15, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 50,676 | 4,154 | 0.54% | 0.45% | 257 | -1,186 | -2.29% | Q1 2026 | Apr 22, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 50,612 | 4,149 | 2.12% | 2.03% | 258 | +1,193 | 2.41% | Q1 2026 | May 01, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 50,602 | 4,148 | 0.38% | 0.33% | 259 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fluent Financial, LLC | History | Reduced | 50,744 | 4,138 | 1.51% | 2.64% | 260 | -38,603 | -43.21% | Q1 2026 | Apr 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 50,427 | 4,134 | 0.72% | 0.62% | 261 | +4,351 | 9.44% | Q1 2026 | May 12, 2026 |
| Edenbrook Capital, LLC | History | New | 50,000 | 4,099 | 1.28% | — | 262 | +50,000 | New | Q1 2026 | May 14, 2026 |
| Atlas FRM LLC | History | New | 50,000 | 4,099 | 0.27% | — | 263 | +50,000 | New | Q1 2026 | May 14, 2026 |
| Clear Street Group Inc. | History | New | 50,000 | 4,099 | 0.02% | — | 264 | +50,000 | New | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 49,349 | 4,045 | 0.11% | 0.1% | 265 | -654 | -1.31% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 49,320 | 4,043 | 0.03% | 0.03% | 266 | +4 | 0.01% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 48,596 | 3,983 | 0.09% | 0.07% | 267 | -582 | -1.18% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 159,716 | 3,952 | 0.18% | 0.06% | 268 | -64,666 | -28.82% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 48,126 | 3,945 | 1.64% | 1.16% | 269 | +14,600 | 43.55% | Q1 2026 | Apr 07, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 46,980 | 3,851 | 0.39% | 1.06% | 270 | -88,874 | -65.42% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 46,249 | 3,791 | 0.03% | 0.02% | 271 | +8,652 | 23.01% | Q1 2026 | Apr 15, 2026 |
| AMG National Trust Bank | History | Added to | 46,241 | 3,790 | 0.08% | 0.06% | 272 | +14,170 | 44.18% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 46,174 | 3,784 | 0.02% | 0.02% | 273 | -1,076 | -2.28% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 45,860 | 3,759 | 0.27% | 0.06% | 274 | +34,300 | 296.71% | Q1 2026 | May 15, 2026 |
| III Capital Management | History | Added to | 45,732 | 3,749 | 1.09% | 0.07% | 275 | +39,681 | 655.78% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 45,683 | 3,745 | 2.14% | 2.15% | 276 | +3,636 | 8.65% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 45,666 | 3,743 | 0.07% | 0.08% | 277 | -4,202 | -8.43% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 45,509 | 3,730 | 0.09% | 0.09% | 278 | -4,533 | -9.06% | Q1 2026 | May 15, 2026 |
| Biondo Investment Advisors, LLC | History | New | 45,484 | 3,728 | 0.48% | — | 279 | +45,484 | New | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 45,427 | 3,724 | 0.08% | 0.08% | 280 | +1,558 | 3.55% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 45,246 | 3,709 | 0.11% | 0.13% | 281 | -9,543 | -17.42% | Q1 2026 | Apr 06, 2026 |
| Capital Advantage, Inc. | History | Reduced | 45,092 | 3,696 | 0.48% | 0.47% | 282 | -25 | -0.06% | Q1 2026 | Apr 10, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 44,763 | 3,669 | 1.53% | 1.37% | 283 | +2,443 | 5.77% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 44,730 | 3,666 | 0.02% | 0.02% | 284 | -1,886 | -4.05% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 44,722 | 3,666 | 0.51% | 0.52% | 285 | -963 | -2.11% | Q1 2026 | Apr 22, 2026 |
| Simmons Bank | History | Reduced | 44,698 | 3,664 | 0.25% | 0.25% | 286 | -4,126 | -8.45% | Q1 2026 | Apr 23, 2026 |
| DRW Securities, LLC | History | Reduced | 43,986 | 3,605 | 0.05% | 0.18% | 287 | -45,408 | -50.8% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 43,497 | 3,565 | 0.01% | 0.01% | 288 | -52 | -0.12% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 43,458 | 3,562 | 0.1% | 0.11% | 289 | +1,283 | 3.04% | Q1 2026 | May 11, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 45,797 | 3,557 | 0.55% | 0.55% | 290 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,167 | 3,538 | 0.0% | 0.0% | 291 | +4,298 | 11.06% | Q1 2026 | May 15, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 43,002 | 3,525 | 8.24% | — | 292 | +43,002 | New | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 42,746 | 3,504 | 0.02% | 0.01% | 293 | +14,570 | 51.71% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 42,560 | 3,489 | 0.05% | 0.03% | 294 | +24,914 | 141.19% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | New | 41,837 | 3,429 | 0.04% | — | 295 | +41,837 | New | Q1 2026 | May 11, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 41,077 | 3,395 | 1.98% | 1.41% | 296 | +10,378 | 33.81% | Q1 2026 | Apr 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 41,256 | 3,382 | 0.06% | — | 297 | +41,256 | New | Q1 2026 | Apr 27, 2026 |
| DV Trading LLC | History | Added to | 40,924 | 3,354 | 0.08% | 0.01% | 298 | +36,424 | 809.42% | Q1 2026 | May 15, 2026 |
| Alphadyne Asset Management LP | History | New | 40,884 | 3,351 | 0.06% | — | 299 | +40,884 | New | Q1 2026 | May 15, 2026 |
| Allred Capital Management, LLC | History | Reduced | 40,012 | 3,280 | 1.19% | 1.13% | 300 | -251 | -0.62% | Q1 2026 | May 13, 2026 |
| Manatuck Hill Partners, LLC | History | New | 40,000 | 3,279 | 0.89% | — | 301 | +40,000 | New | Q1 2026 | May 15, 2026 |
| Innova Wealth Partners | History | New | 39,769 | 3,260 | 1.54% | — | 302 | +39,769 | New | Q1 2026 | Apr 24, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 39,507 | 3,238 | 1.41% | 1.32% | 303 | -705 | -1.75% | Q1 2026 | Apr 23, 2026 |
| First Financial Bank - Trust Division | History | Added to | 39,068 | 3,203 | 0.26% | 0.24% | 304 | +1,835 | 4.93% | Q1 2026 | Apr 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 38,838 | 3,183 | 0.37% | 0.06% | 305 | +32,850 | 548.6% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 38,734 | 3,175 | 0.8% | 0.85% | 306 | -136 | -0.35% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 38,572 | 3,162 | 0.12% | 0.11% | 307 | +6,797 | 21.39% | Q1 2026 | May 19, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 38,458 | 3,152 | 0.05% | 0.06% | 308 | -577 | -1.48% | Q1 2026 | May 18, 2026 |
| LightSquare Wealth Management, LLC | History | New | 38,251 | 3,135 | 2.35% | — | 309 | +38,251 | New | Q1 2026 | May 11, 2026 |
| SIG BROKERAGE, LP | History | Added to | 38,037 | 3,118 | 0.08% | 0.01% | 310 | +35,037 | 1167.9% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 37,941 | 3,110 | 0.01% | 0.01% | 311 | -7,986 | -17.39% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Added to | 37,903 | 3,107 | 0.69% | 0.61% | 312 | +2,745 | 7.81% | Q1 2026 | May 08, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 37,849 | 3,102 | 0.82% | 0.78% | 313 | +788 | 2.13% | Q1 2026 | Apr 09, 2026 |
| Centric Wealth Management | History | New | 37,075 | 3,097 | 0.62% | — | 314 | +37,075 | New | Q1 2026 | May 12, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 37,747 | 3,094 | 0.53% | 0.49% | 315 | +232 | 0.62% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 37,656 | 3,087 | 0.01% | 0.01% | 316 | -2,565 | -6.38% | Q1 2026 | May 05, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 37,500 | 3,074 | 0.27% | 0.41% | 317 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 37,491 | 3,073 | 0.18% | 0.16% | 318 | +2,391 | 6.81% | Q1 2026 | May 14, 2026 |
| PeakShares LLC | History | Added to | 36,204 | 2,968 | 2.72% | 2.67% | 319 | +972 | 2.76% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 36,123 | 2,961 | 0.01% | 0.01% | 320 | +95 | 0.26% | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 35,771 | 2,932 | 0.57% | 0.53% | 321 | +77 | 0.22% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 35,710 | 2,927 | 0.1% | 0.12% | 322 | -6,925 | -16.24% | Q1 2026 | Apr 14, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 35,516 | 2,911 | 2.77% | 2.54% | 323 | +1,339 | 3.92% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | New | 35,178 | 2,883 | 0.33% | — | 324 | +35,178 | New | Q1 2026 | Apr 15, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 34,831 | 2,855 | 0.14% | 0.16% | 325 | -8,509 | -19.63% | Q1 2026 | May 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 34,780 | 2,851 | 0.16% | 0.14% | 326 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 34,543 | 2,828 | 0.04% | — | 327 | +34,543 | New | Q1 2026 | Apr 22, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 34,480 | 2,825 | 0.03% | 0.01% | 328 | +20,197 | 141.41% | Q1 2026 | Apr 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 34,449 | 2,824 | 0.07% | 0.06% | 329 | +17,746 | 106.24% | Q1 2026 | Apr 27, 2026 |
| Twin Tree Management, LP | History | Reduced | 34,400 | 2,820 | 0.06% | 0.12% | 330 | -141,046 | -80.39% | Q1 2026 | May 14, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 34,097 | 2,795 | 1.08% | 0.93% | 331 | +3,481 | 11.37% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 34,078 | 2,793 | 0.02% | 0.01% | 332 | -511 | -1.48% | Q1 2026 | Apr 30, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 34,015 | 2,788 | 0.12% | 0.11% | 333 | +444 | 1.32% | Q1 2026 | May 11, 2026 |
| Shay Capital LLC | History | New | 34,000 | 2,787 | 0.23% | — | 334 | +34,000 | New | Q1 2026 | May 15, 2026 |
| Lodge Hill Capital, LLC | History | No change | 33,910 | 2,779 | 0.54% | 0.5% | 335 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Adams Wealth Management | History | Added to | 33,784 | 2,769 | 0.61% | 0.52% | 336 | +2,274 | 7.22% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 33,784 | 2,769 | 0.53% | 0.45% | 337 | +2,274 | 7.22% | Q1 2026 | May 11, 2026 |
| Berger Financial Group, Inc | History | Reduced | 33,717 | 2,764 | 0.15% | 0.15% | 338 | -16 | -0.05% | Q1 2026 | Apr 28, 2026 |
| WP Advisors, LLC | History | Added to | 33,707 | 2,763 | 0.71% | 0.62% | 339 | +1,402 | 4.34% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | Added to | 33,615 | 2,755 | 0.03% | 0.03% | 340 | +899 | 2.75% | Q1 2026 | May 01, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 33,561 | 2,751 | 0.23% | 0.21% | 341 | -4 | -0.01% | Q1 2026 | Apr 21, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 33,518 | 2,747 | 1.71% | 2.87% | 342 | -34,743 | -50.9% | Q1 2026 | May 04, 2026 |
| Worth Asset Management, LLC | History | New | 33,484 | 2,745 | 1.02% | — | 343 | +33,484 | New | Q1 2026 | Apr 17, 2026 |
| KINTRA WEALTH, LLC | History | New | 33,223 | 2,723 | 0.19% | — | 344 | +33,223 | New | Q1 2026 | May 15, 2026 |
| Essex LLC | History | Added to | 33,082 | 2,712 | 0.48% | 0.43% | 345 | +1,585 | 5.03% | Q1 2026 | Apr 24, 2026 |
| Cooksen Wealth, LLC | History | Added to | 32,578 | 2,670 | 1.94% | 1.78% | 346 | +1,177 | 3.75% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 32,491 | 2,663 | 0.03% | 0.04% | 347 | -5,284 | -13.99% | Q1 2026 | Apr 20, 2026 |
| JSF Financial, LLC | History | Added to | 32,409 | 2,656 | 0.52% | 0.48% | 348 | +2,763 | 9.32% | Q1 2026 | May 07, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 32,413 | 2,656 | 1.41% | 1.44% | 349 | -2,105 | -6.1% | Q1 2026 | Apr 16, 2026 |
| Fiduciary Group, LLC | History | Added to | 32,303 | 2,648 | 0.23% | 0.2% | 350 | +2,355 | 7.86% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 31,999 | 2,623 | 0.07% | 0.07% | 351 | -132 | -0.41% | Q1 2026 | Apr 28, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 32,028 | 2,622 | 0.13% | 0.1% | 352 | +7,258 | 29.3% | Q1 2026 | May 15, 2026 |
| Greenland Capital Management LP | History | Reduced | 31,610 | 2,591 | 0.33% | 0.33% | 353 | -8,843 | -21.86% | Q1 2026 | May 15, 2026 |
| CMG Global Holdings, LLC | History | Added to | 31,579 | 2,588 | 1.23% | 1.2% | 354 | +416 | 1.33% | Q1 2026 | May 01, 2026 |
| Legacy Advisors, LLC | History | Added to | 31,241 | 2,561 | 0.3% | 0.24% | 355 | +2,713 | 9.51% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | Reduced | 31,199 | 2,557 | 0.01% | 0.03% | 356 | -76,992 | -71.16% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 32,847 | 2,551 | 0.19% | 0.19% | 357 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 31,081 | 2,548 | 0.53% | — | 358 | +31,081 | New | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | New | 30,936 | 2,536 | 2.16% | — | 359 | +30,936 | New | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 30,916 | 2,534 | 0.06% | 0.06% | 360 | +3,203 | 11.56% | Q1 2026 | Apr 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 30,878 | 2,531 | 0.01% | — | 361 | +30,878 | New | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 30,845 | 2,527 | 0.01% | 0.02% | 362 | -41,902 | -57.6% | Q1 2026 | May 13, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 30,824 | 2,526 | 0.57% | 0.54% | 363 | -167 | -0.54% | Q1 2026 | Apr 15, 2026 |
| Magnus Financial Group LLC | History | Reduced | 30,603 | 2,508 | 0.2% | 0.18% | 364 | -107 | -0.35% | Q1 2026 | Apr 10, 2026 |
| Massachusetts Wealth Management | History | Added to | 30,554 | 2,504 | 1.09% | 1.04% | 365 | +1,822 | 6.34% | Q1 2026 | Apr 15, 2026 |
| PEAK6 LLC | History | Reduced | 30,400 | 2,492 | 0.01% | 0.02% | 366 | -81,794 | -72.9% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 29,365 | 2,471 | 0.24% | 0.3% | 367 | +393 | 1.36% | Q1 2026 | May 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 30,283 | 2,464 | 0.02% | 0.02% | 368 | +1,037 | 3.55% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 29,857 | 2,447 | 0.18% | 0.16% | 369 | +239 | 0.81% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | Added to | 29,520 | 2,420 | 0.03% | 0.03% | 370 | +4,304 | 17.07% | Q1 2026 | May 15, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 29,355 | 2,406 | 0.29% | 0.27% | 371 | -9 | -0.03% | Q1 2026 | May 06, 2026 |
| Advisor Resource Council | History | Reduced | 29,108 | 2,386 | 0.77% | 0.94% | 372 | -2,197 | -7.02% | Q1 2026 | May 07, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 29,070 | 2,383 | 0.86% | 0.72% | 373 | +3,777 | 14.93% | Q1 2026 | May 06, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 29,028 | 2,379 | 1.09% | 1.05% | 374 | -536 | -1.81% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 28,846 | 2,364 | 0.03% | 0.02% | 375 | +5,862 | 25.5% | Q1 2026 | Apr 28, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 28,666 | 2,350 | 0.11% | 0.11% | 376 | -4,049 | -12.38% | Q1 2026 | Apr 21, 2026 |
| SHARPEPOINT LLC | History | Added to | 28,338 | 2,323 | 1.39% | 1.3% | 377 | +490 | 1.76% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 28,043 | 2,298 | 0.13% | 0.13% | 378 | +662 | 2.42% | Q1 2026 | May 04, 2026 |
| Diversified Enterprises, LLC | History | Added to | 27,960 | 2,292 | 0.13% | 0.13% | 379 | +14 | 0.05% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 27,918 | 2,288 | 0.71% | 0.31% | 380 | +15,186 | 119.27% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 27,898 | 2,287 | 0.03% | 0.03% | 381 | -2,125 | -7.08% | Q1 2026 | May 01, 2026 |
| Private Wealth Group, LLC | History | Reduced | 27,866 | 2,284 | 1.07% | 1.05% | 382 | -364 | -1.29% | Q1 2026 | Apr 23, 2026 |
| Centennial Bank/AR/ | History | Added to | 27,743 | 2,274 | 0.82% | 0.48% | 383 | +12,176 | 78.22% | Q1 2026 | May 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 27,726 | 2,272 | 0.01% | 0.01% | 384 | -313 | -1.12% | Q1 2026 | Apr 24, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 27,708 | 2,271 | 0.22% | 0.22% | 385 | -2,333 | -7.77% | Q1 2026 | Apr 16, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 27,605 | 2,263 | 0.16% | 0.32% | 386 | -24,239 | -46.75% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | Added to | 27,548 | 2,258 | 0.35% | 0.31% | 387 | +2,488 | 9.93% | Q1 2026 | May 04, 2026 |
| Vontobel Holding Ltd. | History | New | 27,352 | 2,242 | 0.01% | — | 388 | +27,352 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 27,297 | 2,237 | 0.0% | 0.0% | 389 | -19,227 | -41.33% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 27,092 | 2,221 | 0.01% | 0.01% | 390 | +10,669 | 64.96% | Q1 2026 | May 15, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 27,041 | 2,216 | 1.61% | 1.65% | 391 | -1,667 | -5.81% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 26,864 | 2,202 | 0.07% | 0.07% | 392 | -232 | -0.86% | Q1 2026 | Apr 08, 2026 |
| Targeted Financial Services LLC | History | Added to | 26,824 | 2,199 | 1.8% | 1.69% | 393 | +1,573 | 6.23% | Q1 2026 | Apr 15, 2026 |
| Busey Bank | History | Reduced | 26,777 | 2,195 | 0.06% | 0.06% | 394 | -431 | -1.58% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 26,758 | 2,193 | 0.07% | 0.07% | 395 | +2,122 | 8.61% | Q1 2026 | Apr 07, 2026 |
| GeoWealth Management, LLC | History | Reduced | 26,580 | 2,178 | 0.08% | 0.08% | 396 | -1,156 | -4.17% | Q1 2026 | May 13, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 26,516 | 2,173 | 1.44% | 1.3% | 397 | -150 | -0.56% | Q1 2026 | Apr 22, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 26,442 | 2,167 | 0.23% | 0.22% | 398 | -999 | -3.64% | Q1 2026 | Apr 21, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 26,400 | 2,164 | 1.08% | 1.13% | 399 | +1,488 | 5.97% | Q1 2026 | May 12, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 26,284 | 2,154 | 0.68% | 0.63% | 400 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 26,240 | 2,151 | 0.03% | 0.02% | 401 | +1,258 | 5.04% | Q1 2026 | Apr 28, 2026 |
| Sepio Capital, LP | History | Reduced | 26,211 | 2,148 | 0.12% | 0.11% | 402 | -157 | -0.6% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 26,186 | 2,144 | 0.33% | 0.33% | 403 | -1,357 | -4.93% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Added to | 26,132 | 2,142 | 0.04% | 0.02% | 404 | +12,926 | 97.88% | Q1 2026 | Apr 17, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 26,096 | 2,139 | 1.17% | 0.99% | 405 | -116 | -0.44% | Q1 2026 | Apr 20, 2026 |
| ES4, LLC | History | Added to | 26,068 | 2,137 | 1.38% | 1.05% | 406 | +6,471 | 33.02% | Q1 2026 | Apr 29, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 25,978 | 2,129 | 0.77% | 0.67% | 407 | +206 | 0.8% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 25,916 | 2,124 | 0.05% | 0.05% | 408 | +158 | 0.61% | Q1 2026 | Apr 29, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 25,879 | 2,121 | 0.23% | 0.07% | 409 | +18,296 | 241.28% | Q1 2026 | May 11, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 25,819 | 2,116 | 0.08% | 0.07% | 410 | -3,136 | -10.83% | Q1 2026 | Apr 21, 2026 |
| Advisory Resource Group | History | New | 25,658 | 2,103 | 0.36% | — | 411 | +25,658 | New | Q1 2026 | May 15, 2026 |
| Guilbault Capital LLC | History | Reduced | 25,565 | 2,095 | 2.3% | 2.26% | 412 | -429 | -1.65% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 25,507 | 2,091 | 0.53% | 0.58% | 413 | -1,970 | -7.17% | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 25,494 | 2,090 | 0.08% | 0.07% | 414 | +433 | 1.73% | Q1 2026 | Apr 20, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 25,394 | 2,081 | 0.59% | 0.58% | 415 | -787 | -3.01% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Reduced | 25,241 | 2,069 | 0.02% | 0.05% | 416 | -34,186 | -57.53% | Q1 2026 | Apr 16, 2026 |
| CWC Advisors, LLC. | History | Reduced | 25,175 | 2,063 | 0.98% | 0.95% | 417 | -153 | -0.6% | Q1 2026 | Apr 16, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 25,019 | 2,051 | 0.24% | 0.25% | 418 | -3,051 | -10.87% | Q1 2026 | May 14, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 24,872 | 2,039 | 1.95% | — | 419 | +24,872 | New | Q1 2026 | May 06, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 24,789 | 2,032 | 1.42% | 1.1% | 420 | +1,038 | 4.37% | Q1 2026 | Apr 30, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 24,685 | 2,023 | 0.14% | 0.13% | 421 | +4 | 0.02% | Q1 2026 | May 05, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 24,607 | 2,017 | 0.89% | 0.61% | 422 | +7,204 | 41.4% | Q1 2026 | Apr 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 24,551 | 2,012 | 0.0% | 0.0% | 423 | -1,007 | -3.94% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 24,443 | 2,003 | 0.04% | 0.04% | 424 | -2,247 | -8.42% | Q1 2026 | May 01, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 24,174 | 1,981 | 0.75% | 0.65% | 425 | +1,215 | 5.29% | Q1 2026 | Apr 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 24,135 | 1,978 | 0.75% | 0.64% | 426 | +1,664 | 7.41% | Q1 2026 | May 11, 2026 |
| Sage Capital Advisors,llc | History | Added to | 24,026 | 1,969 | 0.46% | 0.44% | 427 | +93 | 0.39% | Q1 2026 | Apr 07, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 23,892 | 1,958 | 0.11% | 0.32% | 428 | -52,972 | -68.92% | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | Added to | 23,742 | 1,946 | 0.11% | 0.1% | 429 | +2,492 | 11.73% | Q1 2026 | May 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 23,532 | 1,929 | 0.26% | 0.25% | 430 | -475 | -1.98% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 23,370 | 1,915 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| M3 Advisory Group, LLC | History | Added to | 23,329 | 1,912 | 1.18% | 1.1% | 432 | +180 | 0.78% | Q1 2026 | Apr 22, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 23,198 | 1,901 | 1.17% | 1.11% | 433 | -429 | -1.82% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Reduced | 23,103 | 1,893 | 0.02% | 0.02% | 434 | -338 | -1.44% | Q1 2026 | May 12, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 23,038 | 1,888 | 0.96% | 0.75% | 435 | +110 | 0.48% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 22,750 | 1,865 | 0.01% | 0.01% | 436 | -7,820 | -25.58% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 22,724 | 1,862 | 0.04% | 0.03% | 437 | +4,262 | 23.09% | Q1 2026 | May 01, 2026 |
| Cannon Advisors, Inc. | History | New | 22,641 | 1,856 | 1.38% | — | 438 | +22,641 | New | Q1 2026 | Apr 24, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 22,637 | 1,855 | 0.44% | 0.21% | 439 | +10,412 | 85.17% | Q1 2026 | Apr 20, 2026 |
| Everest Financial Group LLC | History | New | 22,610 | 1,853 | 0.31% | — | 440 | +22,610 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 22,477 | 1,842 | 0.02% | 0.02% | 441 | -6,262 | -21.79% | Q1 2026 | May 12, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Reduced | 22,375 | 1,834 | 1.24% | 1.32% | 442 | -425 | -1.86% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 22,176 | 1,817 | 0.01% | 0.01% | 443 | +3,472 | 18.56% | Q1 2026 | May 11, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 22,086 | 1,808 | 0.97% | 1.45% | 444 | -8,414 | -27.59% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 21,956 | 1,799 | 0.06% | 0.05% | 445 | +1,876 | 9.34% | Q1 2026 | May 06, 2026 |
| JBGlobal.com LLC | History | New | 21,850 | 1,791 | 1.76% | — | 446 | +21,850 | New | Q1 2026 | Apr 07, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 21,809 | 1,787 | 0.17% | 0.16% | 447 | -275 | -1.25% | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 21,765 | 1,784 | 0.1% | 0.09% | 448 | -955 | -4.2% | Q1 2026 | May 14, 2026 |
| 10Elms LLP | History | Added to | 21,596 | 1,778 | 1.12% | 1.06% | 449 | +6,747 | 45.44% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 21,391 | 1,753 | 0.01% | 0.01% | 450 | +4,826 | 29.13% | Q1 2026 | Apr 27, 2026 |
| WIN ADVISORS, INC | History | New | 21,338 | 1,749 | 0.8% | — | 451 | +21,338 | New | Q1 2026 | May 01, 2026 |
| Ledyard National Bank | History | Reduced | 21,310 | 1,746 | 0.15% | 0.15% | 452 | -825 | -3.73% | Q1 2026 | Apr 24, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 21,009 | 1,722 | 0.15% | 0.23% | 453 | -4,797 | -18.59% | Q1 2026 | May 12, 2026 |
| Encore Global Management, LP | History | New | 21,000 | 1,721 | 1.2% | — | 454 | +21,000 | New | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 20,856 | 1,709 | 0.18% | 0.15% | 455 | +3,661 | 21.29% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 20,556 | 1,685 | 0.1% | 0.08% | 456 | +2,328 | 12.77% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,609 | 1,678 | 0.02% | 0.01% | 457 | +6,802 | 49.26% | Q1 2026 | Apr 07, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 20,264 | 1,661 | 0.4% | 0.38% | 458 | -344 | -1.67% | Q1 2026 | Apr 22, 2026 |
| Affiance Financial, LLC | History | Reduced | 19,869 | 1,628 | 0.26% | 0.25% | 459 | -194 | -0.97% | Q1 2026 | Apr 14, 2026 |
| M&T BANK CORP | History | Reduced | 19,668 | 1,612 | 0.01% | 0.01% | 460 | -5,608 | -22.19% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Added to | 19,591 | 1,606 | 0.07% | 0.06% | 461 | +2,473 | 14.45% | Q1 2026 | May 08, 2026 |
| Capstone Capital Management Ltd | History | Reduced | 19,500 | 1,598 | 1.61% | 3.66% | 462 | -29,600 | -60.29% | Q1 2026 | Apr 30, 2026 |
| January Capital Advisors LLC | History | New | 19,368 | 1,587 | 2.14% | — | 463 | +19,368 | New | Q1 2026 | May 20, 2026 |
| Climber Capital SA | History | Reduced | 19,138 | 1,568 | 1.03% | 1.35% | 465 | -7,555 | -28.3% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 19,131 | 1,568 | 0.31% | 0.32% | 464 | +7 | 0.04% | Q1 2026 | May 01, 2026 |
| FIL Ltd | History | Reduced | 19,077 | 1,563 | 0.0% | 0.0% | 466 | -1,395 | -6.81% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 19,000 | 1,557 | 0.09% | 0.08% | 467 | +702 | 3.84% | Q1 2026 | Apr 30, 2026 |
| Sequent Planning LLC | History | Added to | 18,794 | 1,540 | 0.37% | 0.34% | 468 | +1,759 | 10.33% | Q1 2026 | Apr 21, 2026 |
| Helium Advisors LLC | History | Reduced | 18,633 | 1,527 | 1.45% | 1.52% | 470 | -690 | -3.57% | Q1 2026 | May 05, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 18,629 | 1,527 | 0.15% | 0.13% | 469 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 18,621 | 1,526 | 0.1% | 0.1% | 471 | -1,855 | -9.06% | Q1 2026 | May 21, 2026 |
| StoneX Group Inc. | History | Added to | 18,547 | 1,520 | 0.08% | 0.04% | 472 | +6,069 | 48.64% | Q1 2026 | May 14, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | New | 18,473 | 1,514 | 1.93% | — | 473 | +18,473 | New | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,371 | 1,506 | 0.02% | 0.01% | 474 | +6,146 | 50.27% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 18,273 | 1,498 | 0.02% | 0.02% | 475 | +681 | 3.87% | Q1 2026 | Apr 27, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 18,247 | 1,495 | 0.02% | 0.03% | 476 | -4,524 | -19.87% | Q1 2026 | May 15, 2026 |
| Bank of Marin | History | Reduced | 18,220 | 1,493 | 1.09% | 0.99% | 477 | -245 | -1.33% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 18,015 | 1,476 | 0.05% | 0.06% | 478 | -1,671 | -8.49% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 17,950 | 1,471 | 0.01% | 0.01% | 479 | -49 | -0.27% | Q1 2026 | May 26, 2026 |
| Chesapeake Wealth Management | History | Reduced | 17,783 | 1,457 | 0.45% | 0.44% | 480 | -1,101 | -5.83% | Q1 2026 | May 18, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 17,645 | 1,447 | 0.3% | 0.1% | 481 | +12,250 | 227.06% | Q1 2026 | Apr 13, 2026 |
| Vectors Research Management, LLC | History | Reduced | 17,578 | 1,441 | 0.42% | 0.6% | 482 | -7,582 | -30.14% | Q1 2026 | May 05, 2026 |
| V2 Financial group LLC | History | No change | 17,532 | 1,437 | 0.67% | 0.67% | 483 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Intrua Financial, LLC | History | Reduced | 17,437 | 1,429 | 0.15% | 0.15% | 484 | -467 | -2.61% | Q1 2026 | Apr 23, 2026 |
| Luminist Capital LLC | History | Added to | 17,328 | 1,420 | 1.89% | 0.68% | 485 | +10,213 | 143.54% | Q1 2026 | Apr 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 17,204 | 1,410 | 0.0% | 0.0% | 486 | -2,475 | -12.58% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,082 | 1,400 | 0.0% | 0.0% | 487 | -2,001 | -10.49% | Q1 2026 | May 07, 2026 |
| Thrive Capital Management, LLC | History | Added to | 17,031 | 1,396 | 0.31% | 0.16% | 488 | +7,902 | 86.56% | Q1 2026 | Apr 27, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 16,888 | 1,384 | 0.05% | 0.04% | 489 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 16,738 | 1,372 | 0.93% | 0.87% | 490 | -11 | -0.07% | Q1 2026 | Apr 16, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 16,620 | 1,362 | 0.33% | 0.17% | 491 | +8,500 | 104.68% | Q1 2026 | May 07, 2026 |
| Providence First Trust Co | History | Added to | 16,610 | 1,361 | 0.48% | 0.36% | 492 | +3,254 | 24.36% | Q1 2026 | May 04, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 16,573 | 1,358 | 0.53% | 0.49% | 493 | +823 | 5.23% | Q1 2026 | May 11, 2026 |
| Ignite Planners, LLC | History | Added to | 16,555 | 1,357 | 0.21% | 0.21% | 494 | +68 | 0.41% | Q1 2026 | Apr 17, 2026 |
| Markin Asset Management, LP | History | Added to | 16,308 | 1,336 | 1.47% | 1.31% | 495 | +935 | 6.08% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 16,241 | 1,331 | 0.02% | 0.02% | 496 | -216 | -1.31% | Q1 2026 | May 11, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 16,248 | 1,331 | 0.03% | 0.03% | 497 | +49 | 0.3% | Q1 2026 | May 14, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Reduced | 16,218 | 1,329 | 0.77% | 0.94% | 498 | -93 | -0.57% | Q1 2026 | May 15, 2026 |
| Boltwood Capital Management | History | Added to | 16,102 | 1,320 | 0.34% | 0.32% | 499 | +323 | 2.05% | Q1 2026 | Apr 07, 2026 |
| Guardian Asset Advisors, LLC | History | New | 16,052 | 1,315 | 0.77% | — | 500 | +16,052 | New | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 15,970 | 1,309 | 0.03% | 0.03% | 501 | -425 | -2.59% | Q1 2026 | Apr 30, 2026 |
| Curat Global, LLC | History | Added to | 15,746 | 1,293 | 1.27% | 0.72% | 502 | +7,439 | 89.55% | Q1 2026 | Apr 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 15,743 | 1,290 | 0.19% | 0.18% | 503 | +13 | 0.08% | Q1 2026 | May 13, 2026 |
| Trust Co | History | Reduced | 15,698 | 1,286 | 0.12% | 0.13% | 505 | -1,466 | -8.54% | Q1 2026 | Apr 13, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 15,687 | 1,286 | 0.65% | 0.61% | 504 | +6 | 0.04% | Q1 2026 | Apr 15, 2026 |
| RoundAngle Advisors LLC | History | Added to | 15,683 | 1,285 | 0.96% | 0.87% | 506 | +233 | 1.51% | Q1 2026 | Apr 08, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 15,644 | 1,282 | 0.07% | 0.1% | 507 | -13,108 | -45.59% | Q1 2026 | Apr 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 15,636 | 1,281 | 0.32% | 0.3% | 508 | -72 | -0.46% | Q1 2026 | Apr 17, 2026 |
| Choate Investment Advisors | History | No change | 15,420 | 1,264 | 0.02% | 0.02% | 509 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 15,409 | 1,263 | 0.05% | 0.05% | 510 | -1,066 | -6.47% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 15,392 | 1,261 | 0.06% | 0.06% | 511 | +32 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Wall Capital Group, Inc. | History | Reduced | 15,300 | 1,254 | 1.34% | 1.26% | 512 | -1,792 | -10.48% | Q1 2026 | Apr 20, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 15,274 | 1,252 | 0.18% | 0.33% | 513 | -13,443 | -46.81% | Q1 2026 | Apr 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 15,264 | 1,251 | 1.1% | 1.05% | 514 | +196 | 1.3% | Q1 2026 | May 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 15,255 | 1,250 | 0.14% | 0.07% | 515 | +6,710 | 78.53% | Q1 2026 | May 11, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 15,157 | 1,242 | 0.17% | 0.16% | 516 | -223 | -1.45% | Q1 2026 | Apr 09, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 15,119 | 1,239 | 0.43% | 0.34% | 517 | +3,140 | 26.21% | Q1 2026 | May 04, 2026 |
| CI INVESTMENTS INC. | History | New | 15,000 | 1,229 | 0.01% | — | 518 | +15,000 | New | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 14,990 | 1,228 | 0.04% | 0.05% | 519 | -3,308 | -18.08% | Q1 2026 | Apr 28, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 14,983 | 1,228 | 0.94% | 0.88% | 520 | -385 | -2.51% | Q1 2026 | Apr 20, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 14,930 | 1,224 | 0.04% | 0.03% | 521 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Weaver Capital Management LLC | History | Reduced | 14,901 | 1,221 | 0.26% | 0.24% | 522 | -5 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Colony Family Offices, LLC | History | No change | 14,866 | 1,218 | 0.3% | 0.29% | 523 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 14,827 | 1,215 | 0.01% | 0.02% | 524 | -1,876 | -11.23% | Q1 2026 | May 15, 2026 |
| Redwood Financial Network Corp | History | Added to | 14,710 | 1,205 | 0.79% | 0.7% | 525 | +525 | 3.7% | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | Reduced | 14,681 | 1,203 | 0.24% | 0.23% | 526 | -685 | -4.46% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Reduced | 14,659 | 1,201 | 0.06% | 0.05% | 527 | -201 | -1.35% | Q1 2026 | Apr 27, 2026 |
| Financial & Tax Architects, LLC | History | New | 14,580 | 1,195 | 0.27% | — | 528 | +14,580 | New | Q1 2026 | Apr 23, 2026 |
| Midwest Financial Group LLC | History | Reduced | 14,570 | 1,194 | 0.51% | 0.5% | 529 | -8 | -0.05% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Reduced | 14,340 | 1,187 | 0.04% | 0.04% | 531 | -842 | -5.55% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Capital, Inc. | History | Added to | 14,480 | 1,187 | 0.12% | 0.11% | 530 | +130 | 0.91% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Reduced | 14,335 | 1,175 | 0.03% | 0.02% | 532 | -711 | -4.73% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 14,256 | 1,168 | 0.02% | 0.02% | 533 | -2,726 | -16.05% | Q1 2026 | May 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 14,236 | 1,167 | 0.19% | 0.19% | 534 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,181 | 1,162 | 0.0% | — | 535 | +14,181 | New | Q1 2026 | May 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 14,913 | 1,158 | 0.05% | 0.05% | 536 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Added to | 14,100 | 1,154 | 1.33% | 0.83% | 537 | +3,400 | 31.78% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,000 | 1,147 | 0.01% | 0.01% | 538 | -1,065 | -7.07% | Q1 2026 | May 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 13,997 | 1,147 | 0.11% | 0.11% | 539 | -661 | -4.51% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 13,941 | 1,142 | 0.03% | 0.02% | 540 | -139 | -0.99% | Q1 2026 | May 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 13,824 | 1,133 | 0.14% | 0.21% | 541 | -320 | -2.26% | Q1 2026 | May 18, 2026 |
| PFG Advisors | History | Reduced | 13,809 | 1,132 | 0.06% | 0.05% | 542 | -244 | -1.74% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 13,803 | 1,131 | 0.01% | 0.01% | 543 | -508 | -3.55% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,753 | 1,127 | 0.05% | 0.11% | 544 | -15,781 | -53.43% | Q1 2026 | May 12, 2026 |
| Talon Private Wealth, LLC | History | New | 13,749 | 1,127 | 0.15% | — | 545 | +13,749 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,396 | 1,118 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BFSG, LLC | History | Reduced | 13,631 | 1,117 | 0.11% | 0.11% | 547 | -1,604 | -10.53% | Q1 2026 | Apr 28, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 13,610 | 1,115 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| RiverGlades Family Offices LLC | History | New | 13,520 | 1,108 | 0.65% | — | 549 | +13,520 | New | Q1 2026 | May 13, 2026 |
| Objective Capital Management, LLC | History | Added to | 13,458 | 1,103 | 1.11% | 1.06% | 550 | +6 | 0.04% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 13,446 | 1,095 | 0.06% | 0.06% | 551 | -4,192 | -23.77% | Q1 2026 | May 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 13,328 | 1,092 | 0.08% | 0.07% | 552 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 13,242 | 1,085 | 0.71% | 0.68% | 553 | -241 | -1.79% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Reduced | 13,203 | 1,082 | 0.02% | 0.02% | 554 | -544 | -3.96% | Q1 2026 | Apr 17, 2026 |
| NCM Capital Management, LLC | History | Added to | 13,196 | 1,081 | 0.39% | 0.38% | 555 | +9 | 0.07% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 13,170 | 1,079 | 0.05% | 0.04% | 556 | +530 | 4.19% | Q1 2026 | Apr 30, 2026 |
| Crews Bank & Trust | History | Reduced | 13,168 | 1,079 | 0.16% | 0.15% | 557 | -215 | -1.61% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 13,150 | 1,078 | 0.06% | 0.07% | 558 | -2,159 | -14.1% | Q1 2026 | Apr 20, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 13,042 | 1,069 | 0.85% | 0.81% | 559 | +99 | 0.76% | Q1 2026 | May 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 12,958 | 1,062 | 0.01% | 0.01% | 560 | -1,818 | -12.3% | Q1 2026 | May 05, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 12,916 | 1,058 | 0.21% | 0.23% | 561 | -1,286 | -9.06% | Q1 2026 | May 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 12,899 | 1,057 | 0.05% | 0.14% | 562 | -25,781 | -66.65% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 12,727 | 1,055 | 0.02% | 0.02% | 563 | +7,832 | 160.0% | Q1 2026 | May 01, 2026 |
| Purus Wealth Management, LLC | History | Added to | 12,868 | 1,054 | 0.34% | 0.3% | 564 | +319 | 2.54% | Q1 2026 | Apr 15, 2026 |
| RDA Financial Network | History | Reduced | 12,833 | 1,052 | 0.26% | 0.24% | 565 | -78 | -0.6% | Q1 2026 | Apr 08, 2026 |
| ROCKLAND TRUST CO | History | Added to | 12,824 | 1,051 | 0.04% | 0.03% | 566 | +2,715 | 26.86% | Q1 2026 | Apr 16, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 12,814 | 1,050 | 0.2% | 0.18% | 567 | +316 | 2.53% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 12,651 | 1,033 | 0.01% | 0.01% | 568 | +162 | 1.3% | Q1 2026 | May 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 12,477 | 1,022 | 0.2% | 0.19% | 569 | +353 | 2.91% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 12,465 | 1,021 | 0.08% | 0.12% | 570 | -7,621 | -37.94% | Q1 2026 | May 13, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 12,433 | 1,019 | 0.29% | 0.27% | 571 | -231 | -1.82% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,331 | 1,010 | 0.01% | 0.01% | 572 | +223 | 1.84% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,909 | 1,002 | 0.02% | 0.02% | 573 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DARA CAPITAL US, INC. | History | No change | 12,130 | 994 | 0.94% | 0.83% | 574 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 11,853 | 971 | 0.01% | 0.02% | 575 | +161 | 1.38% | Q1 2026 | May 12, 2026 |
| Investment Management Trust, LLC | History | New | 11,843 | 970 | 0.95% | — | 576 | +11,843 | New | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 11,781 | 965 | 0.03% | 0.03% | 577 | +76 | 0.65% | Q1 2026 | May 14, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 11,703 | 959 | 0.01% | 0.39% | 578 | -449,539 | -97.46% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 11,662 | 956 | 0.1% | 0.1% | 579 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Savior LLC | History | New | 11,541 | 946 | 3.38% | — | 580 | +11,541 | New | Q1 2026 | Apr 21, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 11,533 | 945 | 0.75% | 0.78% | 581 | -1,136 | -8.97% | Q1 2026 | Apr 16, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 11,517 | 944 | 0.15% | 0.15% | 582 | +315 | 2.81% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 11,510 | 943 | 0.08% | 0.18% | 583 | -15,640 | -57.61% | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 11,503 | 943 | 0.23% | 0.25% | 585 | -1,924 | -14.33% | Q1 2026 | May 14, 2026 |
| Narus Financial Partners, LLC | History | Added to | 11,509 | 943 | 0.25% | 0.21% | 584 | +1,676 | 17.04% | Q1 2026 | Apr 21, 2026 |
| OneAscent Financial Services LLC | History | New | 11,408 | 935 | 0.05% | — | 586 | +11,408 | New | Q1 2026 | Apr 21, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 11,389 | 933 | 0.37% | 0.35% | 587 | -307 | -2.62% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 11,377 | 932 | 0.04% | 0.04% | 588 | +266 | 2.39% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 11,342 | 929 | 0.01% | 0.01% | 589 | +275 | 2.48% | Q1 2026 | May 15, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 11,310 | 927 | 0.22% | 0.19% | 590 | +500 | 4.63% | Q1 2026 | May 13, 2026 |
| Telos Capital Management, Inc. | History | Added to | 11,275 | 924 | 0.09% | 0.08% | 591 | +660 | 6.22% | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | Added to | 11,180 | 916 | 0.0% | 0.0% | 592 | +937 | 9.15% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | No change | 11,178 | 916 | 0.1% | 0.1% | 593 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| South Shore Capital Advisors | History | Reduced | 11,155 | 914 | 0.67% | 0.65% | 594 | -215 | -1.89% | Q1 2026 | Apr 28, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 11,055 | 906 | 0.23% | 0.22% | 596 | +2 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Waldron Private Wealth LLC | History | No change | 11,059 | 906 | 0.04% | 0.03% | 595 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 11,043 | 905 | 0.16% | 0.11% | 597 | +3,195 | 40.71% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,099 | 904 | 0.06% | 0.06% | 598 | -117 | -1.04% | Q1 2026 | May 01, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 10,968 | 899 | 0.3% | 0.29% | 599 | -404 | -3.55% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,900 | 893 | 0.02% | 0.02% | 600 | +1,150 | 11.79% | Q1 2026 | May 14, 2026 |
| GenTrust, LLC | History | New | 10,863 | 890 | 0.04% | — | 601 | +10,863 | New | Q1 2026 | Apr 27, 2026 |
| Burford Brothers, Inc. | History | Reduced | 10,838 | 888 | 0.36% | 0.39% | 602 | -1,392 | -11.38% | Q1 2026 | Apr 27, 2026 |
| PW Nova Financial Services LLC | History | New | 10,790 | 884 | 0.22% | — | 603 | +10,790 | New | Q1 2026 | Apr 15, 2026 |
| Fulcrum Equity Management | History | New | 10,783 | 883 | 0.85% | — | 604 | +10,783 | New | Q1 2026 | Apr 02, 2026 |
| Entelevest, LLC | History | Reduced | 10,756 | 881 | 0.88% | 1.6% | 606 | -9,864 | -47.84% | Q1 2026 | May 04, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 10,750 | 881 | 0.42% | 0.34% | 605 | -365 | -3.28% | Q1 2026 | May 13, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 10,660 | 873 | 0.05% | 0.06% | 607 | -2,566 | -19.4% | Q1 2026 | Apr 16, 2026 |
| Arax Advisory Partners | History | Added to | 10,644 | 872 | 0.02% | 0.01% | 608 | +7,059 | 196.9% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 10,559 | 865 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | Added to | 10,483 | 859 | 0.27% | 0.26% | 610 | +3 | 0.03% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,454 | 857 | 0.02% | 0.0% | 611 | +7,457 | 248.82% | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | Added to | 10,413 | 853 | 0.06% | 0.09% | 612 | +2,893 | 38.47% | Q1 2026 | Apr 28, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 10,376 | 850 | 0.64% | 0.49% | 613 | +2,792 | 36.81% | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Reduced | 10,090 | 850 | 0.07% | 0.08% | 614 | -711 | -6.58% | Q1 2026 | May 01, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 10,363 | 849 | 0.04% | 0.03% | 615 | +3,091 | 42.51% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 10,329 | 846 | 0.28% | 0.27% | 616 | -326 | -3.06% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | Reduced | 10,313 | 845 | 0.07% | 0.07% | 617 | -174 | -1.66% | Q1 2026 | Apr 01, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 10,276 | 842 | 0.86% | 0.84% | 618 | +170 | 1.68% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Reduced | 10,191 | 835 | 0.01% | 0.01% | 619 | -100 | -0.97% | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 10,145 | 831 | 0.0% | 0.0% | 620 | +68 | 0.67% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 10,111 | 828 | 0.06% | 0.08% | 621 | -3,954 | -28.11% | Q1 2026 | Apr 14, 2026 |
| Parkside Investments, LLC | History | Reduced | 10,000 | 819 | 0.1% | 0.2% | 622 | -10,000 | -50.0% | Q1 2026 | Apr 08, 2026 |
| K.J. Harrison & Partners Inc | History | New | 10,000 | 819 | 0.13% | — | 623 | +10,000 | New | Q1 2026 | Apr 28, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 10,000 | 819 | 0.7% | — | 624 | +10,000 | New | Q1 2026 | Apr 13, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 9,982 | 818 | 0.2% | — | 625 | +9,982 | New | Q1 2026 | Apr 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 9,848 | 807 | 0.11% | — | 626 | +9,848 | New | Q1 2026 | Apr 30, 2026 |
| Capital Management Associates, Inc | History | Added to | 9,784 | 802 | 0.18% | 0.14% | 627 | +1,888 | 23.91% | Q1 2026 | Apr 22, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 9,772 | 801 | 0.07% | 0.07% | 628 | -458 | -4.48% | Q1 2026 | Apr 15, 2026 |
| Jacobs Equity LLC | History | Reduced | 9,732 | 797 | 0.71% | 0.78% | 629 | -724 | -6.92% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,704 | 795 | 0.03% | 0.02% | 630 | +524 | 5.71% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 9,690 | 794 | 0.09% | 0.08% | 631 | +7 | 0.07% | Q1 2026 | Apr 16, 2026 |
| Clark Capital Management Group, Inc. | History | New | 9,670 | 792 | 0.0% | — | 632 | +9,670 | New | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,650 | 791 | 0.03% | 0.03% | 633 | +127 | 1.33% | Q1 2026 | May 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 9,542 | 782 | 0.04% | 0.04% | 634 | -1,819 | -16.01% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 9,448 | 774 | 0.01% | 0.01% | 635 | +961 | 11.32% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,433 | 773 | 0.03% | 0.03% | 636 | +5,562 | 143.68% | Q1 2026 | May 15, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 9,110 | 769 | 0.52% | 0.4% | 637 | +1,202 | 15.2% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Reduced | 9,363 | 767 | 0.05% | 0.06% | 638 | -687 | -6.84% | Q1 2026 | May 13, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 9,342 | 765 | 0.04% | 0.04% | 639 | -333 | -3.44% | Q1 2026 | Apr 08, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 9,338 | 765 | 1.16% | 1.07% | 640 | +16 | 0.17% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 7,832 | 758 | 0.01% | 0.0% | 641 | +4,232 | 117.56% | Q1 2026 | May 08, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Added to | 9,203 | 754 | 0.13% | 0.09% | 642 | +2,309 | 33.49% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,170 | 752 | 0.01% | 0.01% | 643 | +1,769 | 23.9% | Q1 2026 | Apr 14, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 9,133 | 748 | 0.72% | 0.72% | 644 | -772 | -7.79% | Q1 2026 | Apr 08, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 9,116 | 747 | 0.29% | 0.49% | 645 | -7,178 | -44.05% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 9,096 | 746 | 0.0% | 0.0% | 646 | +632 | 7.47% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 9,092 | 745 | 0.02% | 0.02% | 647 | +219 | 2.47% | Q1 2026 | Apr 13, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 9,080 | 744 | 0.38% | 0.32% | 648 | +2,051 | 29.18% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 9,070 | 743 | 0.04% | 0.03% | 649 | +329 | 3.76% | Q1 2026 | May 13, 2026 |
| WESPAC Advisors, LLC | History | Added to | 9,061 | 742 | 0.41% | 0.22% | 652 | +3,885 | 75.06% | Q1 2026 | Apr 28, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 9,062 | 742 | 0.0% | 0.0% | 651 | -610 | -6.31% | Q1 2026 | May 15, 2026 |
| Mathes Company, Inc. | History | No change | 9,050 | 742 | 0.27% | 0.25% | 650 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 9,036 | 740 | 0.04% | 0.04% | 653 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 9,000 | 737 | 0.74% | 1.04% | 654 | -12,078 | -57.3% | Q1 2026 | May 06, 2026 |
| Cascade Financial Partners, LLC | History | No change | 9,000 | 737 | 0.08% | 0.07% | 655 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 8,940 | 732 | 0.02% | 0.02% | 656 | +1,960 | 28.08% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,919 | 731 | 0.07% | 0.1% | 657 | -13,487 | -60.19% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 8,969 | 730 | 0.0% | 0.01% | 658 | -4,621 | -34.0% | Q1 2026 | May 12, 2026 |
| Measured Risk Portfolios, Inc. | History | Reduced | 8,900 | 729 | 0.8% | 0.69% | 659 | -93 | -1.03% | Q1 2026 | May 15, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 8,892 | 728 | 0.29% | 0.27% | 660 | -337 | -3.65% | Q1 2026 | May 13, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 8,796 | 721 | 0.58% | 0.62% | 661 | -140 | -1.57% | Q1 2026 | May 04, 2026 |
| Greenline Partners, LLC | History | No change | 8,756 | 717 | 0.08% | 0.08% | 662 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 8,672 | 710 | 0.18% | 0.18% | 663 | -267 | -2.99% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,585 | 704 | 0.02% | 0.02% | 664 | -277 | -3.13% | Q1 2026 | Apr 21, 2026 |
| McGuire Investment Group, LLC | History | Added to | 8,536 | 699 | 0.08% | 0.07% | 665 | +48 | 0.57% | Q1 2026 | Apr 28, 2026 |
| Bricktown Capital, LLC | History | No change | 8,508 | 697 | 0.14% | 0.11% | 666 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 8,498 | 696 | 0.16% | 0.16% | 667 | -683 | -7.44% | Q1 2026 | Apr 27, 2026 |
| Loudon Investment Management, LLC | History | New | 8,472 | 694 | 0.37% | — | 668 | +8,472 | New | Q1 2026 | May 11, 2026 |
| Hills Bank & Trust Co | History | Added to | 8,455 | 693 | 0.03% | 0.02% | 669 | +4,379 | 107.43% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | No change | 8,434 | 691 | 0.01% | 0.01% | 670 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 8,382 | 687 | 0.04% | 0.03% | 671 | +221 | 2.71% | Q1 2026 | Apr 28, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 8,146 | 668 | 0.01% | 0.02% | 672 | -1,430 | -14.93% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 8,136 | 666 | 0.04% | 0.04% | 673 | -210 | -2.52% | Q1 2026 | Apr 20, 2026 |
| SCS Capital Management LLC | History | Reduced | 8,088 | 663 | 0.01% | 0.01% | 674 | -560 | -6.48% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 8,026 | 657 | 0.01% | 0.01% | 676 | +186 | 2.37% | Q1 2026 | May 11, 2026 |
| MKT Advisors LLC | History | Reduced | 8,093 | 657 | 0.22% | 0.21% | 675 | -9 | -0.11% | Q1 2026 | Apr 10, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 7,972 | 654 | 0.04% | 0.08% | 677 | -4,030 | -33.58% | Q1 2026 | May 08, 2026 |
| Ark Wealth Advisors LLC | History | Reduced | 7,960 | 652 | 0.65% | 0.9% | 678 | -2,857 | -26.41% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 7,821 | 641 | 0.0% | 0.0% | 679 | -108 | -1.36% | Q1 2026 | Apr 30, 2026 |
| Live Oak Investment Partners | History | Added to | 7,788 | 638 | 0.38% | 0.36% | 680 | +249 | 3.3% | Q1 2026 | Apr 29, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 7,775 | 637 | 0.08% | 0.09% | 681 | -1,155 | -12.93% | Q1 2026 | Apr 16, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 7,756 | 635 | 0.22% | 0.21% | 682 | +78 | 1.02% | Q1 2026 | Apr 08, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 7,708 | 631 | 0.41% | 0.44% | 684 | -566 | -6.84% | Q1 2026 | Apr 14, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 7,708 | 631 | 0.16% | 0.16% | 683 | -157 | -2.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 7,694 | 630 | 0.03% | 0.03% | 685 | -387 | -4.79% | Q1 2026 | Apr 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 7,681 | 629 | 0.01% | 0.01% | 686 | -946 | -10.97% | Q1 2026 | Apr 21, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 7,650 | 627 | 0.01% | 0.01% | 687 | +2,375 | 45.02% | Q1 2026 | Apr 30, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 7,666 | 627 | 0.54% | 0.48% | 688 | +406 | 5.59% | Q1 2026 | Apr 27, 2026 |
| Narwhal Capital Management | History | No change | 7,580 | 621 | 0.05% | 0.04% | 689 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NBT BANK N A /NY | History | Reduced | 7,569 | 620 | 0.04% | 0.04% | 690 | -88 | -1.15% | Q1 2026 | Apr 28, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 7,510 | 615 | 0.06% | 0.04% | 691 | +1,813 | 31.82% | Q1 2026 | May 15, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 7,454 | 611 | 0.16% | 0.15% | 692 | -52 | -0.69% | Q1 2026 | Apr 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 7,430 | 609 | 0.39% | 0.33% | 693 | +647 | 9.54% | Q1 2026 | May 14, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 7,420 | 608 | 0.03% | 0.03% | 694 | -790 | -9.62% | Q1 2026 | Apr 09, 2026 |
| SMI Advisory Services, LLC | History | New | 7,312 | 604 | 0.1% | — | 696 | +7,312 | New | Q1 2026 | Apr 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,371 | 604 | 0.03% | 0.03% | 695 | -596 | -7.48% | Q1 2026 | May 18, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 7,375 | 603 | 0.04% | 0.04% | 697 | -2,783 | -27.4% | Q1 2026 | Apr 24, 2026 |
| Fortis Advisors, LLC | History | New | 7,342 | 601 | 0.3% | — | 698 | +7,342 | New | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 7,299 | 598 | 0.14% | 0.13% | 699 | +9 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Thomasville National Bank | History | No change | 7,653 | 594 | 0.04% | 0.04% | 700 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 7,235 | 593 | 0.36% | 0.21% | 701 | +3,143 | 76.81% | Q1 2026 | May 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 7,228 | 592 | 0.0% | 0.0% | 702 | -9,741 | -57.4% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 7,227 | 592 | 0.05% | 0.03% | 703 | +2,298 | 46.62% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 7,091 | 581 | 0.15% | 0.15% | 705 | +60 | 0.85% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 7,099 | 581 | 0.02% | 0.02% | 704 | +53 | 0.75% | Q1 2026 | May 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 7,086 | 580 | 0.17% | 0.2% | 706 | -1,700 | -19.35% | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Reduced | 7,081 | 580 | 0.07% | 0.08% | 707 | -1,076 | -13.19% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,062 | 578 | 0.04% | 0.04% | 708 | +22 | 0.31% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 7,045 | 577 | 0.14% | — | 709 | +7,045 | New | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 7,026 | 575 | 0.01% | 0.01% | 711 | -1,185 | -14.43% | Q1 2026 | May 11, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 7,014 | 575 | 0.07% | 0.07% | 710 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Welch Group, LLC | History | Reduced | 6,993 | 573 | 0.02% | 0.26% | 712 | -79,682 | -91.93% | Q1 2026 | Apr 21, 2026 |
| FLP Wealth Management, LLC | History | New | 6,981 | 572 | 1.18% | — | 715 | +6,981 | New | Q1 2026 | Apr 28, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 6,983 | 572 | 0.13% | 0.13% | 714 | -646 | -8.47% | Q1 2026 | Apr 15, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 6,982 | 572 | 0.04% | 0.04% | 713 | +92 | 1.34% | Q1 2026 | May 12, 2026 |
| Sherman Asset Management, Inc. | History | No change | 6,904 | 565 | 0.52% | 0.45% | 716 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 6,891 | 564 | 0.03% | 0.03% | 717 | -784 | -10.21% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Reduced | 6,887 | 564 | 0.03% | 0.03% | 718 | -388 | -5.33% | Q1 2026 | Apr 30, 2026 |
| Indivisible Partners | History | Added to | 6,723 | 551 | 0.05% | 0.06% | 719 | +2 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Betterment LLC | History | Added to | 6,665 | 546 | 0.0% | 0.0% | 720 | +197 | 3.05% | Q1 2026 | May 14, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 6,664 | 546 | 0.12% | 0.12% | 721 | -2 | -0.03% | Q1 2026 | Apr 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 6,613 | 542 | 0.01% | 0.0% | 722 | +3,070 | 86.65% | Q1 2026 | May 13, 2026 |
| MBA Advisors LLC | History | Reduced | 6,533 | 535 | 0.21% | 0.22% | 723 | -405 | -5.84% | Q1 2026 | Apr 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,515 | 534 | 0.01% | 0.01% | 724 | +13 | 0.2% | Q1 2026 | Apr 10, 2026 |
| CHICAGO TRUST Co NA | History | No change | 6,484 | 531 | 0.08% | 0.08% | 725 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 6,470 | 530 | 0.22% | 0.2% | 727 | +23 | 0.36% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,470 | 530 | 0.02% | 0.02% | 726 | +13 | 0.2% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 6,425 | 526 | 0.03% | 0.03% | 728 | +96 | 1.52% | Q1 2026 | Apr 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 6,390 | 523 | 0.0% | — | 729 | +6,390 | New | Q1 2026 | May 04, 2026 |
| Trust Point Inc. | History | Added to | 6,362 | 521 | 0.05% | 0.03% | 730 | +826 | 14.92% | Q1 2026 | Apr 15, 2026 |
| Constitution Capital LLC | History | Reduced | 6,329 | 518 | 0.26% | 0.26% | 731 | -750 | -10.59% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 6,307 | 517 | 0.01% | 0.01% | 732 | -330 | -4.97% | Q1 2026 | May 13, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | New | 6,300 | 516 | 0.46% | — | 734 | +6,300 | New | Q1 2026 | May 13, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 6,300 | 516 | 0.18% | 0.17% | 733 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 6,273 | 514 | 0.1% | 0.09% | 735 | -100 | -1.57% | Q1 2026 | Apr 08, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 6,322 | 512 | 0.03% | 0.03% | 736 | -65 | -1.02% | Q1 2026 | Apr 20, 2026 |
| Platform Technology Partners | History | Reduced | 6,242 | 511 | 0.1% | 0.13% | 737 | -1,427 | -18.61% | Q1 2026 | Apr 27, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 6,204 | 508 | 0.24% | 0.22% | 738 | -294 | -4.52% | Q1 2026 | Apr 27, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 6,195 | 507 | 0.06% | 0.24% | 739 | -21,684 | -77.78% | Q1 2026 | May 05, 2026 |
| Allie Family Office LLC | History | Reduced | 6,189 | 507 | 0.22% | 0.25% | 741 | -840 | -11.95% | Q1 2026 | May 13, 2026 |
| First Citizens Financial Corp | History | Reduced | 6,195 | 507 | 0.24% | 0.24% | 740 | -124 | -1.96% | Q1 2026 | Apr 07, 2026 |
| Point Windward Advisors Inc. | History | Added to | 6,139 | 503 | 0.25% | 0.22% | 742 | +253 | 4.3% | Q1 2026 | Apr 09, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 6,135 | 502 | 0.02% | 0.02% | 743 | -18 | -0.29% | Q1 2026 | Apr 20, 2026 |
| Lynx Investment Advisory | History | Added to | 6,088 | 499 | 0.24% | 0.25% | 744 | +69 | 1.15% | Q1 2026 | Apr 24, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,069 | 497 | 0.01% | 0.01% | 745 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 6,060 | 496 | 0.12% | 0.12% | 746 | +2 | 0.03% | Q1 2026 | Apr 28, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 6,024 | 493 | 0.24% | 0.22% | 747 | -223 | -3.57% | Q1 2026 | Apr 27, 2026 |
| CVS HEALTH Corp | History | New | 6,000 | 491 | 0.23% | — | 748 | +6,000 | New | Q1 2026 | May 07, 2026 |
| Bramshill Investments, LLC | History | New | 6,000 | 491 | 0.04% | — | 749 | +6,000 | New | Q1 2026 | May 15, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,936 | 486 | 0.1% | 0.13% | 750 | -2,787 | -31.95% | Q1 2026 | Apr 20, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | No change | 5,925 | 485 | 0.46% | 0.42% | 751 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dougherty Wealth Advisers LLC | History | No change | 5,882 | 482 | 0.31% | 0.26% | 752 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| City Center Advisors, LLC | History | New | 5,861 | 480 | 0.44% | — | 753 | +5,861 | New | Q1 2026 | Apr 07, 2026 |
| KG Capital Management | History | Reduced | 5,844 | 479 | 0.34% | 0.13% | 754 | -954 | -14.03% | Q1 2026 | Apr 22, 2026 |
| Allen Investment Management, LLC | History | No change | 5,813 | 476 | 0.01% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 5,755 | 471 | 0.03% | 0.03% | 756 | -1,043 | -15.34% | Q1 2026 | Apr 27, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 4,320 | 470 | 0.31% | 0.29% | 757 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 5,722 | 469 | 0.5% | — | 758 | +5,722 | New | Q1 2026 | Apr 20, 2026 |
| Fjell Capital, LLC | History | Added to | 5,715 | 468 | 0.36% | 0.33% | 759 | +119 | 2.13% | Q1 2026 | Apr 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 5,700 | 467 | 0.01% | 0.27% | 760 | -331,000 | -98.31% | Q1 2026 | May 05, 2026 |
| Keel Point, LLC | History | No change | 5,904 | 458 | 0.03% | 0.03% | 761 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 5,533 | 453 | 0.02% | 0.1% | 762 | -35,097 | -86.38% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 5,499 | 450 | 0.03% | 0.03% | 763 | +401 | 7.87% | Q1 2026 | May 05, 2026 |
| Financial Partners Group, Inc | History | Added to | 5,497 | 450 | 0.05% | 0.05% | 764 | +11 | 0.2% | Q1 2026 | Apr 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 5,488 | 449 | 0.11% | 0.14% | 765 | -15 | -0.27% | Q1 2026 | May 08, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 5,330 | 436 | 0.28% | 0.3% | 766 | -736 | -12.13% | Q1 2026 | May 11, 2026 |
| LongView Wealth Management | History | Added to | 5,347 | 435 | 0.11% | 0.1% | 767 | +7 | 0.13% | Q1 2026 | Apr 15, 2026 |
| VCI Wealth Management LLC | History | Added to | 5,300 | 434 | 0.12% | 0.07% | 770 | +1,877 | 54.83% | Q1 2026 | Apr 21, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 5,308 | 434 | 0.49% | 0.33% | 769 | +967 | 22.28% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Reduced | 5,301 | 434 | 0.04% | 0.04% | 768 | -33 | -0.62% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,289 | 433 | 0.03% | 0.03% | 771 | -384 | -6.77% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 5,227 | 427 | 0.03% | 0.04% | 772 | -3,156 | -37.65% | Q1 2026 | Apr 22, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 5,207 | 426 | 0.37% | 0.34% | 773 | +23 | 0.44% | Q1 2026 | May 01, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 5,186 | 425 | 0.19% | 0.18% | 774 | -15 | -0.29% | Q1 2026 | Apr 09, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 5,150 | 422 | 0.2% | 0.2% | 775 | -210 | -3.92% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 5,145 | 421 | 0.01% | 0.01% | 776 | -85 | -1.63% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Added to | 5,100 | 418 | 0.01% | 0.01% | 778 | +808 | 18.83% | Q1 2026 | May 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 5,100 | 418 | 0.05% | 0.05% | 777 | -325 | -5.99% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 5,095 | 417 | 0.01% | 0.01% | 781 | +808 | 18.85% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,090 | 417 | 0.0% | 0.0% | 780 | -775 | -13.21% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,079 | 417 | 0.01% | 0.01% | 779 | +244 | 5.05% | Q1 2026 | May 04, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 5,078 | 416 | 0.1% | 0.13% | 783 | -1,711 | -25.2% | Q1 2026 | May 12, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 5,085 | 416 | 0.03% | 0.03% | 782 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 5,065 | 415 | 0.04% | 0.04% | 784 | -977 | -16.17% | Q1 2026 | May 06, 2026 |
| Optiver Holding B.V. | History | Added to | 5,060 | 414 | 0.0% | — | 786 | +5,050 | 50500.0% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,051 | 414 | 0.0% | 0.0% | 785 | -1,383 | -21.5% | Q1 2026 | May 14, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 5,060 | 414 | 0.44% | 0.46% | 787 | -200 | -3.8% | Q1 2026 | May 07, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 5,040 | 413 | 0.04% | 0.04% | 788 | -105 | -2.04% | Q1 2026 | Apr 22, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 4,941 | 411 | 0.31% | 0.7% | 790 | -5,658 | -53.38% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,014 | 411 | 0.01% | 0.01% | 789 | +73 | 1.48% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 4,999 | 409 | 0.41% | 0.39% | 791 | +20 | 0.4% | Q1 2026 | Apr 14, 2026 |
| NFSG Corp | History | Added to | 4,977 | 407 | 0.07% | 0.02% | 792 | +3,383 | 212.23% | Q1 2026 | May 05, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 4,973 | 407 | 0.09% | 0.08% | 793 | -110 | -2.16% | Q1 2026 | May 08, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 4,938 | 405 | 0.03% | 0.03% | 794 | -476 | -8.79% | Q1 2026 | Apr 28, 2026 |
| Klingman & Associates, LLC | History | Reduced | 4,947 | 405 | 0.02% | 0.02% | 795 | -177 | -3.45% | Q1 2026 | May 14, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 4,924 | 404 | 0.22% | 0.22% | 796 | -322 | -6.14% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,891 | 400 | 0.01% | 0.01% | 798 | +309 | 6.74% | Q1 2026 | Apr 22, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 4,884 | 400 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,869 | 399 | 0.01% | 0.01% | 799 | -525 | -9.73% | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | Reduced | 4,857 | 398 | 0.01% | 0.02% | 801 | -2,130 | -30.49% | Q1 2026 | May 15, 2026 |
| SL ADVISORS, LLC | History | Added to | 4,860 | 398 | 0.67% | 0.77% | 800 | +2 | 0.04% | Q1 2026 | Apr 15, 2026 |
| Elevation Advisory Partners LLC | History | New | 4,776 | 397 | 0.37% | — | 803 | +4,776 | New | Q1 2026 | May 08, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 4,849 | 397 | 0.26% | 0.25% | 802 | -545 | -10.1% | Q1 2026 | Apr 16, 2026 |
| Israel Discount Bank of New York | History | Reduced | 4,821 | 395 | 0.87% | 1.15% | 804 | -620 | -11.39% | Q1 2026 | Apr 06, 2026 |
| MLP3, LLC | History | Reduced | 4,802 | 393 | 0.43% | 0.48% | 805 | -885 | -15.56% | Q1 2026 | Apr 13, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 4,775 | 391 | 0.05% | 0.07% | 806 | -2,896 | -37.75% | Q1 2026 | Apr 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 4,759 | 390 | 0.01% | 0.01% | 807 | +1,069 | 28.97% | Q1 2026 | Apr 24, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 4,755 | 389 | 0.15% | 0.14% | 809 | +427 | 9.87% | Q1 2026 | May 01, 2026 |
| Certified Advisory Corp | History | Added to | 4,749 | 389 | 0.03% | 0.03% | 808 | +170 | 3.71% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 4,732 | 387 | 0.11% | 0.07% | 811 | +1,508 | 46.77% | Q1 2026 | Apr 20, 2026 |
| BAILARD, INC. | History | Reduced | 4,727 | 387 | 0.01% | 0.01% | 810 | -1,113 | -19.06% | Q1 2026 | May 11, 2026 |
| FineMark National Bank & Trust | History | No change | 4,989 | 387 | 0.01% | 0.01% | 812 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,721 | 387 | 0.04% | 0.04% | 813 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SWMG, LLC | History | Added to | 4,711 | 386 | 0.11% | 0.11% | 814 | +137 | 3.0% | Q1 2026 | Apr 24, 2026 |
| Empower Advisory Group, LLC | History | New | 4,625 | 379 | 0.0% | — | 815 | +4,625 | New | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4,621 | 378 | 0.01% | 0.01% | 816 | +681 | 17.28% | Q1 2026 | Apr 27, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 4,644 | 378 | 0.21% | 0.22% | 817 | +19 | 0.41% | Q1 2026 | Apr 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 4,598 | 376 | 0.0% | 0.0% | 818 | +51 | 1.12% | Q1 2026 | May 12, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 4,452 | 375 | 0.06% | 0.15% | 819 | -6,034 | -57.54% | Q1 2026 | May 08, 2026 |
| Axim Planning & Wealth | History | Reduced | 4,584 | 375 | 0.45% | 0.46% | 820 | -1,055 | -18.71% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 4,554 | 373 | 0.01% | 0.01% | 821 | -696 | -13.26% | Q1 2026 | May 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,544 | 372 | 0.01% | 0.01% | 822 | -964 | -17.5% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 4,532 | 371 | 0.04% | 0.04% | 823 | -11 | -0.24% | Q1 2026 | May 15, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 4,502 | 369 | 0.03% | 0.05% | 825 | -5,204 | -53.62% | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 4,505 | 369 | 0.01% | 0.01% | 824 | -319 | -6.61% | Q1 2026 | May 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 4,492 | 368 | 0.09% | 0.12% | 826 | -1,978 | -30.57% | Q1 2026 | May 12, 2026 |
| Balboa Wealth Partners | History | Added to | 4,467 | 366 | 0.06% | 0.05% | 827 | +191 | 4.47% | Q1 2026 | Apr 16, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,444 | 364 | 0.02% | 0.01% | 828 | +1,005 | 29.22% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,412 | 361 | 0.0% | 0.01% | 829 | -8,200 | -65.02% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 4,416 | 361 | 0.03% | 0.03% | 831 | -724 | -14.09% | Q1 2026 | Apr 22, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 4,415 | 361 | 0.06% | 0.06% | 830 | -59 | -1.32% | Q1 2026 | May 06, 2026 |
| United Advisor Group, LLC | History | Added to | 4,392 | 360 | 0.04% | 0.04% | 832 | +240 | 5.78% | Q1 2026 | Apr 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 4,378 | 358 | 0.01% | 0.01% | 833 | +204 | 4.89% | Q1 2026 | Apr 15, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 4,367 | 358 | 0.24% | 0.24% | 834 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,337 | 355 | 0.04% | 0.05% | 835 | -347 | -7.41% | Q1 2026 | May 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 4,320 | 354 | 0.0% | 0.0% | 836 | -180 | -4.0% | Q1 2026 | May 13, 2026 |
| F/m Investments LLC | History | Added to | 4,316 | 353 | 0.02% | 0.01% | 837 | +530 | 14.0% | Q1 2026 | May 11, 2026 |
| POTENTIA WEALTH | History | No change | 4,307 | 353 | 0.14% | 0.12% | 838 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 4,285 | 351 | 0.11% | — | 840 | +4,285 | New | Q1 2026 | Apr 24, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 4,284 | 351 | 0.28% | 0.29% | 839 | -375 | -8.05% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 4,235 | 347 | 0.01% | 0.01% | 841 | -2,141 | -33.58% | Q1 2026 | May 05, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 4,198 | 344 | 0.08% | 0.08% | 842 | -252 | -5.66% | Q1 2026 | Apr 16, 2026 |
| Capital Square, LLC | History | Added to | 4,100 | 341 | 0.16% | 0.12% | 843 | +1,137 | 38.37% | Q1 2026 | May 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 4,171 | 341 | 0.25% | 0.19% | 844 | +701 | 20.2% | Q1 2026 | Apr 17, 2026 |
| Acorns Advisers, LLC | History | Added to | 4,111 | 337 | 0.0% | 0.0% | 846 | +648 | 18.71% | Q1 2026 | May 14, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 4,121 | 337 | 0.03% | 0.03% | 845 | -80 | -1.9% | Q1 2026 | May 05, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 4,095 | 335 | 0.06% | 0.06% | 847 | -9 | -0.22% | Q1 2026 | Apr 15, 2026 |
| 1ST SOURCE BANK | History | New | 4,081 | 334 | 0.02% | — | 849 | +4,081 | New | Q1 2026 | May 04, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 4,080 | 334 | 0.22% | 0.21% | 848 | +96 | 2.41% | Q1 2026 | Apr 08, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 4,050 | 332 | 0.06% | — | 850 | +4,050 | New | Q1 2026 | Apr 28, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 4,045 | 331 | 0.12% | 0.09% | 851 | +197 | 5.12% | Q1 2026 | Apr 21, 2026 |
| Peoples Bank/KS | History | No change | 4,046 | 331 | 0.33% | 0.32% | 852 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 4,012 | 328 | 0.05% | 0.04% | 853 | +2 | 0.05% | Q1 2026 | Apr 15, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 4,000 | 327 | 0.06% | 0.06% | 854 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 4,000 | 327 | 0.17% | 0.16% | 855 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 3,982 | 326 | 0.06% | 0.06% | 856 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 3,984 | 326 | 0.12% | 0.12% | 857 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 3,964 | 324 | 0.06% | 0.05% | 858 | +22 | 0.56% | Q1 2026 | May 20, 2026 |
| Accel Wealth Management | History | Added to | 3,951 | 323 | 0.08% | 0.08% | 859 | +151 | 3.97% | Q1 2026 | Apr 08, 2026 |
| First National Bank of Hutchinson | History | Reduced | 3,937 | 322 | 0.21% | 0.28% | 861 | -2,245 | -36.32% | Q1 2026 | May 04, 2026 |
| HOWE & RUSLING INC | History | Added to | 3,936 | 322 | 0.02% | 0.02% | 860 | +346 | 9.64% | Q1 2026 | Apr 28, 2026 |
| JB Capital LLC | History | Reduced | 3,919 | 321 | 0.01% | 0.01% | 862 | -748 | -16.03% | Q1 2026 | Apr 27, 2026 |
| Argent Trust Co | History | Reduced | 3,915 | 320 | 0.01% | 0.01% | 863 | -240 | -5.78% | Q1 2026 | May 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 3,900 | 319 | 0.02% | — | 864 | +3,900 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,886 | 318 | 0.0% | 0.0% | 866 | -299 | -7.14% | Q1 2026 | May 11, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 3,888 | 318 | 0.0% | 0.0% | 865 | +138 | 3.68% | Q1 2026 | May 05, 2026 |
| Gerald Baker Financial Group LLC | History | New | 3,875 | 317 | 0.1% | — | 867 | +3,875 | New | Q1 2026 | May 06, 2026 |
| Mainstream Capital Management LLC | History | No change | 3,851 | 315 | 0.21% | 0.2% | 868 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 4,053 | 314 | 0.05% | 0.05% | 869 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,839 | 314 | 0.04% | 0.04% | 870 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strait & Sound Wealth Management LLC | History | New | 3,820 | 313 | 0.12% | — | 876 | +3,820 | New | Q1 2026 | May 18, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,826 | 313 | 0.03% | 0.03% | 871 | -284 | -6.91% | Q1 2026 | Apr 30, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 3,830 | 313 | 0.09% | 0.08% | 875 | +204 | 5.63% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 3,825 | 313 | 0.01% | 0.01% | 874 | -36 | -0.93% | Q1 2026 | May 13, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 3,826 | 313 | 0.02% | 0.02% | 872 | -14 | -0.36% | Q1 2026 | Apr 10, 2026 |
| HT Partners LLC | History | No change | 3,824 | 313 | 0.09% | 0.09% | 873 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| AlphaStar Capital Management, LLC | History | New | 3,810 | 312 | 0.02% | — | 878 | +3,810 | New | Q1 2026 | Apr 15, 2026 |
| Tannin Capital LLC | History | Reduced | 3,808 | 312 | 0.23% | 0.37% | 877 | -1,471 | -27.87% | Q1 2026 | May 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 3,801 | 311 | 0.01% | 0.01% | 879 | +582 | 18.08% | Q1 2026 | May 06, 2026 |
| Leo Wealth, LLC | History | Added to | 3,766 | 308 | 0.02% | 0.02% | 880 | +365 | 10.73% | Q1 2026 | May 05, 2026 |
| Elm Partners Management LLC | History | Added to | 3,758 | 307 | 0.01% | 0.01% | 881 | +60 | 1.62% | Q1 2026 | May 13, 2026 |
| Canton Hathaway, LLC | History | Added to | 3,740 | 306 | 0.06% | 0.0% | 884 | +3,455 | 1212.28% | Q1 2026 | Apr 24, 2026 |
| BROWN ADVISORY INC | History | Reduced | 3,733 | 306 | 0.0% | 0.0% | 882 | -607 | -13.99% | Q1 2026 | May 15, 2026 |
| Smith Salley Wealth Management | History | Reduced | 3,743 | 306 | 0.02% | 0.01% | 883 | -25 | -0.66% | Q1 2026 | Apr 16, 2026 |
| Costello Asset Management, INC | History | Reduced | 3,727 | 305 | 0.11% | 0.1% | 885 | -268 | -6.71% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,717 | 304 | 0.01% | 0.01% | 886 | -387 | -9.43% | Q1 2026 | May 04, 2026 |
| MBE Wealth Management, LLC | History | New | 3,665 | 300 | 0.12% | — | 888 | +3,665 | New | Q1 2026 | Apr 21, 2026 |
| Plan Group Financial, LLC | History | Added to | 3,667 | 300 | 0.07% | 0.07% | 887 | +57 | 1.58% | Q1 2026 | Apr 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 3,622 | 296 | 0.06% | 0.06% | 889 | -400 | -9.95% | Q1 2026 | May 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,596 | 294 | 0.01% | 0.02% | 890 | -1,536 | -29.93% | Q1 2026 | Apr 28, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 3,577 | 293 | 0.12% | 0.12% | 891 | +2 | 0.06% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 3,580 | 293 | 0.04% | 0.04% | 892 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KKM Financial LLC | History | No change | 3,739 | 290 | 0.05% | 0.05% | 893 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 3,515 | 288 | 0.04% | 0.04% | 895 | +32 | 0.92% | Q1 2026 | May 06, 2026 |
| Ipsen Advisor Group LLC | History | No change | 3,716 | 288 | 0.2% | 0.2% | 894 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 3,498 | 286 | 0.0% | — | 896 | +3,498 | New | Q1 2026 | Apr 27, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 3,443 | 282 | 0.02% | 0.01% | 897 | +211 | 6.53% | Q1 2026 | Apr 17, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 3,434 | 281 | 0.01% | 0.01% | 898 | -95 | -2.69% | Q1 2026 | May 07, 2026 |
| WARNER FINANCIAL, INC | History | No change | 3,413 | 280 | 0.1% | 0.09% | 899 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 3,359 | 275 | 0.1% | 0.09% | 900 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Montecito Bank & Trust | History | Reduced | 3,345 | 274 | 0.05% | 0.04% | 901 | -267 | -7.39% | Q1 2026 | Apr 16, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,364 | 273 | 0.0% | 0.0% | 903 | -2 | -0.06% | Q1 2026 | May 14, 2026 |
| Farmers National Bank | History | No change | 3,515 | 273 | 0.06% | 0.06% | 902 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 3,325 | 272 | 0.06% | 0.06% | 904 | +20 | 0.61% | Q1 2026 | Apr 08, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | History | No change | 3,300 | 270 | 0.06% | 0.05% | 905 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | New | 3,287 | 269 | 0.0% | — | 906 | +3,287 | New | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | Added to | 3,265 | 267 | 0.08% | 0.07% | 907 | +267 | 8.91% | Q1 2026 | Apr 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,245 | 266 | 0.0% | 0.0% | 909 | -14 | -0.43% | Q1 2026 | May 07, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 3,250 | 266 | 0.03% | 0.02% | 908 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 3,241 | 265 | 0.12% | 0.14% | 912 | -700 | -17.76% | Q1 2026 | Apr 24, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 3,237 | 265 | 0.04% | 0.04% | 910 | -509 | -13.59% | Q1 2026 | May 07, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 3,240 | 265 | 0.09% | 0.09% | 911 | -40 | -1.22% | Q1 2026 | Apr 09, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 3,236 | 264 | 0.08% | 0.07% | 913 | -1,440 | -30.8% | Q1 2026 | Apr 23, 2026 |
| VestGen Advisors, LLC | History | New | 3,121 | 263 | 0.01% | — | 917 | +3,121 | New | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 3,213 | 263 | 0.0% | 0.0% | 914 | +64 | 2.03% | Q1 2026 | May 14, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 3,210 | 263 | 0.04% | 0.04% | 916 | +25 | 0.78% | Q1 2026 | Apr 28, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 3,209 | 263 | 0.13% | 0.12% | 915 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| One Day In July LLC | History | Added to | 3,206 | 262 | 0.02% | 0.02% | 918 | +49 | 1.55% | Q1 2026 | May 05, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | New | 3,164 | 259 | 0.02% | — | 922 | +3,164 | New | Q1 2026 | May 11, 2026 |
| Family Investment Center, Inc. | History | Reduced | 3,160 | 259 | 0.05% | 0.05% | 921 | -4 | -0.13% | Q1 2026 | Apr 24, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 3,169 | 259 | 0.13% | 0.12% | 919 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | No change | 3,170 | 259 | 0.02% | 0.01% | 920 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,153 | 258 | 0.0% | 0.0% | 923 | +208 | 7.06% | Q1 2026 | May 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,135 | 257 | 0.03% | 0.02% | 924 | +1 | 0.03% | Q1 2026 | Apr 15, 2026 |
| Claro Advisors Inc. | History | New | 3,118 | 255 | 0.03% | — | 926 | +3,118 | New | Q1 2026 | Apr 21, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,288 | 255 | 0.02% | 0.02% | 925 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 3,115 | 254 | 0.18% | 0.17% | 927 | -258 | -7.65% | Q1 2026 | Apr 16, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 3,107 | 254 | 0.23% | 0.22% | 928 | -188 | -5.71% | Q1 2026 | Apr 16, 2026 |
| Sava Infond d.o.o. | History | Reduced | 3,095 | 253 | 0.04% | 0.04% | 930 | -400 | -11.44% | Q1 2026 | May 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 3,091 | 253 | 0.01% | 0.01% | 929 | -42 | -1.34% | Q1 2026 | May 11, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 3,065 | 251 | 0.02% | 0.02% | 931 | -368 | -10.72% | Q1 2026 | May 12, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 3,068 | 251 | 0.1% | 0.1% | 932 | -2 | -0.07% | Q1 2026 | May 08, 2026 |
| Tempo Wealth, LLC | History | New | 3,026 | 248 | 0.04% | — | 935 | +3,026 | New | Q1 2026 | May 14, 2026 |
| Chatterton & Associates Inc. | History | New | 2,973 | 248 | 0.17% | — | 934 | +2,973 | New | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 3,026 | 248 | 0.05% | 0.04% | 933 | +652 | 27.46% | Q1 2026 | May 05, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 3,017 | 247 | 0.02% | 0.01% | 936 | -2,960 | -49.52% | Q1 2026 | May 21, 2026 |
| Rossby Financial, LCC | History | Added to | 3,037 | 247 | 0.05% | 0.06% | 938 | +640 | 26.7% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,040 | 247 | 0.01% | 0.01% | 937 | -43 | -1.39% | Q1 2026 | Apr 27, 2026 |
| Hexagon Capital Partners LLC | History | New | 3,010 | 246 | 0.04% | — | 940 | +3,010 | New | Q1 2026 | May 04, 2026 |
| Astra Wealth Partners LLC | History | Added to | 3,003 | 246 | 0.15% | 0.13% | 939 | +78 | 2.67% | Q1 2026 | May 06, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 3,000 | 245 | 0.01% | 0.01% | 941 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 3,155 | 245 | 0.21% | 0.21% | 942 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 3,000 | 245 | 0.06% | 0.07% | 943 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tacita Capital Inc | History | No change | 3,000 | 245 | 0.15% | 0.13% | 944 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clear Retirement Advice LLC | History | No change | 3,000 | 245 | 0.19% | 0.2% | 945 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 2,981 | 244 | 0.13% | 0.13% | 947 | -77 | -2.52% | Q1 2026 | Apr 27, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 2,986 | 244 | 0.0% | 0.0% | 946 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARROW FINANCIAL CORP | History | No change | 2,956 | 242 | 0.02% | 0.02% | 948 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hardy Reed LLC | History | No change | 2,956 | 242 | 0.02% | 0.02% | 949 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | New | 2,948 | 241 | 0.0% | — | 952 | +2,948 | New | Q1 2026 | May 04, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 2,944 | 241 | 0.17% | 0.21% | 951 | -922 | -23.85% | Q1 2026 | Apr 23, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 2,948 | 241 | 0.01% | 0.01% | 950 | -658 | -18.25% | Q1 2026 | Apr 06, 2026 |
| Balefire, LLC | History | Reduced | 2,935 | 240 | 0.05% | 0.07% | 954 | -1,882 | -39.07% | Q1 2026 | May 07, 2026 |
| Sharkey, Howes & Javer | History | No change | 2,931 | 240 | 0.03% | 0.03% | 953 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 2,922 | 239 | 0.0% | 0.01% | 955 | -665 | -18.54% | Q1 2026 | Apr 21, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 2,917 | 239 | 0.09% | 0.09% | 956 | +13 | 0.45% | Q1 2026 | Apr 21, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 2,920 | 239 | 0.06% | 0.05% | 957 | +1 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 2,926 | 239 | 0.03% | 0.03% | 958 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 2,905 | 238 | 0.0% | 0.0% | 959 | -1,390 | -32.36% | Q1 2026 | May 12, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 2,902 | 237 | 0.02% | 0.02% | 960 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | New | 2,858 | 234 | 0.03% | — | 962 | +2,858 | New | Q1 2026 | May 01, 2026 |
| Arkos Global Advisors | History | New | 2,851 | 234 | 0.03% | — | 961 | +2,851 | New | Q1 2026 | May 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 2,836 | 232 | 0.01% | 0.01% | 964 | -45 | -1.56% | Q1 2026 | May 15, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 2,839 | 232 | 0.01% | 0.01% | 963 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 2,819 | 231 | 0.01% | 0.01% | 965 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BCS Wealth Management | History | Reduced | 2,807 | 230 | 0.05% | 0.04% | 967 | -2,807 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Private Trust Co. | History | Reduced | 2,806 | 230 | 0.01% | 0.01% | 966 | -150 | -5.07% | Q1 2026 | Apr 07, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 2,794 | 229 | 0.21% | 0.19% | 968 | +9 | 0.32% | Q1 2026 | Apr 29, 2026 |
| Stack Financial Management, Inc | History | Reduced | 2,793 | 228 | 0.02% | 0.02% | 969 | -552 | -16.5% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,769 | 227 | 0.0% | 0.0% | 970 | +2,009 | 264.34% | Q1 2026 | May 06, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 2,775 | 227 | 0.04% | 0.04% | 971 | +5 | 0.18% | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | New | 2,753 | 225 | 0.01% | — | 975 | +2,753 | New | Q1 2026 | Apr 27, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 2,752 | 225 | 0.01% | 0.01% | 972 | -214 | -7.22% | Q1 2026 | Apr 22, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 2,752 | 225 | 0.05% | 0.05% | 973 | -58 | -2.06% | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 2,765 | 225 | 0.04% | 0.04% | 974 | +1 | 0.04% | Q1 2026 | Apr 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | New | 2,735 | 224 | 0.03% | — | 976 | +2,735 | New | Q1 2026 | Apr 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | New | 2,716 | 222 | 0.01% | — | 977 | +2,716 | New | Q1 2026 | May 04, 2026 |
| Purewater Capital LLC | History | New | 2,698 | 221 | 0.21% | — | 981 | +2,698 | New | Q1 2026 | May 14, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 2,698 | 221 | 0.13% | 0.06% | 979 | +1,300 | 92.99% | Q1 2026 | May 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 2,701 | 221 | 0.08% | 0.1% | 980 | -750 | -21.73% | Q1 2026 | Apr 23, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 2,701 | 221 | 0.05% | 0.05% | 978 | -74 | -2.67% | Q1 2026 | May 21, 2026 |
| USA FINANCIAL FORMULAS | History | New | 2,692 | 220 | 0.04% | — | 983 | +2,692 | New | Q1 2026 | Apr 14, 2026 |
| Institute for Wealth Management, LLC. | History | New | 2,685 | 220 | 0.02% | — | 982 | +2,685 | New | Q1 2026 | May 13, 2026 |
| Friday Financial | History | No change | 2,650 | 217 | 0.07% | 0.07% | 984 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Encompass More Asset Management | History | Reduced | 2,626 | 215 | 0.04% | 0.18% | 985 | -9,747 | -78.78% | Q1 2026 | Apr 28, 2026 |
| Capital CS Group, LLC | History | New | 2,615 | 214 | 0.44% | — | 986 | +2,615 | New | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 2,600 | 213 | 0.02% | — | 989 | +2,600 | New | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 2,605 | 213 | 0.01% | 0.01% | 987 | -130 | -4.75% | Q1 2026 | May 11, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,610 | 213 | 0.06% | 0.06% | 988 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summit Wealth Partners, LLC | History | New | 2,586 | 212 | 0.03% | — | 990 | +2,586 | New | Q1 2026 | Apr 17, 2026 |
| LPWM LLC | History | New | 2,548 | 208 | 0.05% | — | 991 | +2,548 | New | Q1 2026 | Apr 08, 2026 |
| Rede Wealth, LLC | History | New | 2,546 | 208 | 0.07% | — | 992 | +2,546 | New | Q1 2026 | Apr 10, 2026 |
| Global View Capital Management LLC | History | Reduced | 2,532 | 207 | 0.05% | 0.08% | 993 | -3,024 | -54.43% | Q1 2026 | May 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 2,532 | 207 | 0.01% | — | 994 | +2,532 | New | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 2,524 | 206 | 0.03% | 0.03% | 995 | -876 | -25.76% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO | History | Reduced | 2,482 | 205 | 0.0% | 0.01% | 996 | -3,757 | -60.22% | Q1 2026 | Apr 28, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 2,512 | 205 | 0.13% | — | 997 | +2,512 | New | Q1 2026 | May 13, 2026 |
| Americana Partners, LLC | History | New | 2,479 | 203 | 0.01% | — | 1000 | +2,479 | New | Q1 2026 | May 12, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 2,477 | 203 | 0.01% | 0.01% | 998 | -148 | -5.64% | Q1 2026 | Apr 09, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 2,490 | 203 | 0.01% | 0.01% | 999 | -30 | -1.19% | Q1 2026 | May 04, 2026 |
| Bulwark Capital Corp | History | No change | 2,471 | 202 | 0.12% | 0.14% | 1001 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,369 | 194 | 0.0% | — | 1002 | +2,369 | New | Q1 2026 | May 07, 2026 |
| Dunhill Financial, LLC | History | Added to | 2,362 | 193 | 0.05% | 0.04% | 1003 | +6 | 0.25% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,306 | 189 | 0.0% | 0.0% | 1005 | -2,215 | -48.99% | Q1 2026 | Apr 20, 2026 |
| Community Bank, N.A. | History | No change | 2,315 | 189 | 0.02% | 0.02% | 1004 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 2,299 | 188 | 0.03% | 0.03% | 1006 | -57 | -2.42% | Q1 2026 | May 06, 2026 |
| NVWM, LLC | History | Added to | 2,270 | 186 | 0.04% | 0.04% | 1007 | +82 | 3.75% | Q1 2026 | Apr 27, 2026 |
| River Street Advisors LLC | History | Reduced | 2,245 | 184 | 0.06% | 0.07% | 1008 | -147 | -6.15% | Q1 2026 | Apr 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,354 | 182 | 0.05% | 0.05% | 1009 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | Reduced | 2,207 | 180 | 0.04% | 1.04% | 1010 | -59,800 | -96.44% | Q1 2026 | May 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 2,100 | 172 | 0.02% | 0.02% | 1011 | -124 | -5.58% | Q1 2026 | Apr 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 1,980 | 162 | 0.01% | 0.01% | 1012 | -1,375 | -40.98% | Q1 2026 | May 06, 2026 |
| TD Capital Management LLC | History | Added to | 1,924 | 157 | 0.01% | 0.01% | 1013 | +2 | 0.1% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | Reduced | 1,926 | 157 | 0.03% | 0.03% | 1014 | -1 | -0.05% | Q1 2026 | Apr 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 1,885 | 154 | 0.0% | 0.0% | 1015 | +1,091 | 137.41% | Q1 2026 | May 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 1,854 | 151 | 0.01% | 0.05% | 1016 | -6,202 | -76.99% | Q1 2026 | Apr 27, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,854 | 151 | 0.01% | — | 1017 | +1,854 | New | Q1 2026 | Apr 29, 2026 |
| SouthState Bank Corp | History | Added to | 1,816 | 148 | 0.01% | 0.01% | 1018 | +25 | 1.4% | Q1 2026 | May 05, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,817 | 148 | 0.02% | 0.02% | 1019 | -11 | -0.6% | Q1 2026 | May 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 1,801 | 147 | 0.01% | 0.01% | 1020 | -500 | -21.73% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 1,790 | 146 | 0.0% | 0.0% | 1021 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | Reduced | 1,754 | 144 | 0.02% | 0.02% | 1022 | -4 | -0.23% | Q1 2026 | Apr 27, 2026 |
| Financial Perspectives, Inc | History | No change | 1,764 | 144 | 0.04% | 0.04% | 1023 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,756 | 143 | 0.04% | 0.04% | 1024 | +6 | 0.34% | Q1 2026 | May 07, 2026 |
| Caldwell Trust Co | History | Added to | 1,735 | 142 | 0.01% | 0.01% | 1026 | +124 | 7.7% | Q1 2026 | Apr 22, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,740 | 142 | 0.02% | 0.02% | 1025 | -35 | -1.97% | Q1 2026 | Apr 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,713 | 140 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,700 | 139 | 0.0% | 0.0% | 1028 | +900 | 112.5% | Q1 2026 | Apr 13, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,800 | 139 | 0.05% | 0.05% | 1029 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CVA Family Office, LLC | History | Added to | 1,655 | 135 | 0.01% | 0.01% | 1030 | +6 | 0.36% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,628 | 133 | 0.0% | 0.0% | 1031 | -9 | -0.55% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,603 | 131 | 0.01% | 0.03% | 1032 | -6,305 | -79.73% | Q1 2026 | Apr 29, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 1,603 | 131 | 0.01% | 0.01% | 1034 | +116 | 7.8% | Q1 2026 | Apr 29, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,608 | 131 | 0.03% | 0.03% | 1033 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,519 | 124 | 0.01% | 0.01% | 1035 | +25 | 1.67% | Q1 2026 | May 01, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,470 | 120 | 0.07% | 0.07% | 1036 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,450 | 119 | 0.0% | 0.0% | 1037 | -596 | -29.13% | Q1 2026 | Apr 28, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 1,440 | 118 | 0.02% | 2.47% | 1038 | -165,077 | -99.14% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | Reduced | 1,432 | 117 | 0.01% | 0.01% | 1039 | -30 | -2.05% | Q1 2026 | Apr 15, 2026 |
| Manchester Capital Management LLC | History | No change | 1,400 | 114 | 0.02% | 0.01% | 1040 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,383 | 113 | 0.05% | 0.04% | 1041 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bank of New Hampshire | History | No change | 1,375 | 112 | 0.03% | 0.02% | 1042 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 1,347 | 110 | 0.04% | 0.04% | 1043 | -135 | -9.11% | Q1 2026 | Apr 21, 2026 |
| Byrne Asset Management LLC | History | Reduced | 1,327 | 108 | 0.06% | 0.06% | 1044 | -132 | -9.05% | Q1 2026 | Apr 02, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 1,307 | 107 | 0.05% | 0.05% | 1045 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OBSIDIAN CIO, LLC | History | New | 1,299 | 106 | 0.1% | — | 1047 | +1,299 | New | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,298 | 106 | 0.0% | 0.0% | 1046 | -208 | -13.81% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,288 | 105 | 0.0% | 0.0% | 1049 | +859 | 200.23% | Q1 2026 | Apr 07, 2026 |
| WealthCollab, LLC | History | Reduced | 1,291 | 105 | 0.04% | 0.05% | 1052 | -264 | -16.98% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Added to | 1,291 | 105 | 0.02% | 0.02% | 1050 | +40 | 3.2% | Q1 2026 | Apr 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 1,283 | 105 | 0.04% | 0.04% | 1048 | +5 | 0.39% | Q1 2026 | May 05, 2026 |
| Sachetta, LLC | History | No change | 1,287 | 105 | 0.06% | 0.05% | 1051 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Corsicana & Co. | History | No change | 1,275 | 104 | 0.07% | 0.06% | 1053 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 1,240 | 102 | 0.05% | 0.26% | 1055 | -5,000 | -80.13% | Q1 2026 | May 15, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 1,251 | 102 | 0.04% | 0.0% | 1054 | +1,147 | 1102.88% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,239 | 101 | 0.0% | 0.0% | 1056 | -15 | -1.2% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,223 | 100 | 0.03% | 0.02% | 1058 | +305 | 33.22% | Q1 2026 | Apr 24, 2026 |
| Solstein Capital, LLC | History | Reduced | 1,231 | 100 | 0.04% | 0.04% | 1057 | -167 | -11.95% | Q1 2026 | May 14, 2026 |
| Capital Investment Counsel, Inc | History | No change | 1,200 | 98 | 0.01% | 0.01% | 1059 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,207 | 98 | 0.01% | 0.01% | 1060 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HM PAYSON & CO | History | No change | 1,156 | 94 | 0.0% | 0.0% | 1061 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bollard Group LLC | History | Added to | 1,133 | 93 | 0.0% | 0.0% | 1062 | +3 | 0.27% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Reduced | 1,125 | 92 | 0.02% | 0.03% | 1063 | -300 | -21.05% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,159 | 90 | 0.0% | 0.0% | 1064 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 1,100 | 90 | 0.01% | 0.01% | 1065 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 1,092 | 88 | 0.03% | — | 1067 | +1,092 | New | Q1 2026 | Apr 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,075 | 88 | 0.01% | — | 1066 | +1,075 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,069 | 87 | 0.03% | 0.02% | 1068 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,058 | 86 | 0.01% | 0.01% | 1069 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,023 | 83 | 0.0% | 0.0% | 1070 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Asset Dedication, LLC | History | No change | 1,080 | 83 | 0.01% | 0.01% | 1071 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,007 | 82 | 0.07% | 0.07% | 1072 | +25 | 2.55% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Reduced | 953 | 78 | 0.0% | 0.0% | 1074 | -30 | -3.05% | Q1 2026 | May 11, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 963 | 78 | 0.02% | 0.02% | 1073 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SHP Wealth Management | History | Added to | 940 | 77 | 0.01% | 0.0% | 1075 | +245 | 35.25% | Q1 2026 | May 08, 2026 |
| Finley Financial, LLC | History | No change | 945 | 77 | 0.04% | 0.03% | 1076 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avalon Trust Co | History | No change | 936 | 76 | 0.01% | 0.0% | 1077 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 913 | 74 | 0.0% | 0.0% | 1078 | +4 | 0.44% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 950 | 73 | 0.0% | 0.0% | 1079 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 892 | 73 | 0.01% | 0.01% | 1080 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 889 | 72 | 0.0% | 0.0% | 1081 | -59 | -6.22% | Q1 2026 | Apr 27, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 872 | 71 | 0.01% | — | 1082 | +872 | New | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | Reduced | 847 | 69 | 0.04% | 0.06% | 1085 | -306 | -26.54% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 852 | 69 | 0.02% | 0.03% | 1083 | -157 | -15.56% | Q1 2026 | Apr 09, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 900 | 69 | 0.02% | 0.02% | 1084 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PlanVest Financial, Inc | History | New | 836 | 68 | 0.05% | — | 1086 | +836 | New | Q1 2026 | May 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 806 | 66 | 0.07% | 0.06% | 1088 | -6 | -0.74% | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 809 | 66 | 0.02% | 0.02% | 1087 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clayton Financial Group LLC | History | Reduced | 789 | 64 | 0.03% | 0.03% | 1090 | -34 | -4.13% | Q1 2026 | Apr 13, 2026 |
| Paladin Advisory Group, LLC | History | No change | 784 | 64 | 0.05% | 0.04% | 1089 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 766 | 62 | 0.0% | 0.12% | 1091 | -194,088 | -99.61% | Q1 2026 | Apr 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 768 | 62 | 0.0% | 0.0% | 1092 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 755 | 61 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Missouri Trust & Investment Co | History | No change | 741 | 60 | 0.02% | 0.02% | 1094 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 729 | 59 | 0.01% | 0.01% | 1095 | +291 | 66.44% | Q1 2026 | May 11, 2026 |
| Heritage Wealth Advisors | History | No change | 695 | 56 | 0.0% | 0.0% | 1096 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 690 | 56 | 0.01% | 0.01% | 1097 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WPG Advisers, LLC | History | No change | 675 | 55 | 0.04% | 0.04% | 1098 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 661 | 54 | 0.01% | 0.01% | 1099 | +284 | 75.33% | Q1 2026 | Apr 29, 2026 |
| Banque Cantonale Vaudoise | History | No change | 629 | 52 | 0.0% | 0.0% | 1100 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 603 | 49 | 0.01% | 0.01% | 1101 | -31 | -4.89% | Q1 2026 | Apr 21, 2026 |
| Align Financial, LLC | History | Reduced | 578 | 47 | 0.03% | 0.03% | 1102 | -44,321 | -98.71% | Q1 2026 | May 08, 2026 |
| Tower View Wealth Management LLC | History | Added to | 567 | 46 | 0.02% | 0.02% | 1103 | +3 | 0.53% | Q1 2026 | Apr 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 555 | 45 | 0.0% | 0.01% | 1104 | -634 | -53.32% | Q1 2026 | Apr 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 545 | 44 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Palouse Capital Management, Inc. | History | No change | 548 | 44 | 0.03% | 0.03% | 1106 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | Added to | 532 | 43 | 0.01% | 0.01% | 1107 | +1 | 0.19% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 522 | 42 | 0.01% | 0.07% | 1113 | -6,348 | -92.4% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | New | 518 | 42 | 0.01% | — | 1114 | +518 | New | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 519 | 42 | 0.0% | 0.0% | 1110 | -94 | -15.33% | Q1 2026 | May 15, 2026 |
| Graney & King, LLC | History | Added to | 522 | 42 | 0.02% | 0.02% | 1112 | +3 | 0.58% | Q1 2026 | May 18, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 510 | 42 | 0.01% | 0.01% | 1108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | No change | 515 | 42 | 0.01% | 0.01% | 1109 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Armor Investment Advisors, LLC | History | No change | 513 | 42 | 0.02% | 0.01% | 1111 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 500 | 40 | 0.01% | 0.01% | 1115 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | No change | 488 | 40 | 0.01% | 0.01% | 1116 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 499 | 40 | 0.02% | 0.02% | 1117 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 480 | 39 | 0.0% | 0.0% | 1118 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Nemes Rush Group LLC | History | Added to | 465 | 38 | 0.0% | 0.0% | 1120 | +1 | 0.22% | Q1 2026 | Apr 21, 2026 |
| Davis Capital Management | History | No change | 470 | 38 | 0.03% | 0.02% | 1119 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 457 | 37 | 0.03% | 0.03% | 1121 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Key FInancial Inc | History | Added to | 441 | 36 | 0.01% | 0.01% | 1123 | +49 | 12.5% | Q1 2026 | Apr 24, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 445 | 36 | 0.02% | 0.02% | 1122 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 428 | 35 | 0.0% | 0.0% | 1125 | -223 | -34.25% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | Added to | 427 | 35 | 0.02% | 0.02% | 1124 | +3 | 0.71% | Q1 2026 | Apr 21, 2026 |
| United Community Bank | History | Reduced | 420 | 34 | 0.01% | 0.02% | 1128 | -255 | -37.78% | Q1 2026 | Apr 24, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 424 | 34 | 0.01% | 0.01% | 1127 | -146 | -25.61% | Q1 2026 | May 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 415 | 34 | 0.01% | 0.01% | 1126 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 403 | 33 | 0.05% | 0.04% | 1130 | +2 | 0.5% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | No change | 405 | 33 | 0.02% | 0.02% | 1129 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Pacific Center for Financial Services | History | Reduced | 398 | 32 | 0.01% | 0.01% | 1131 | -41 | -9.34% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 398 | 32 | 0.0% | 0.0% | 1132 | +2 | 0.51% | Q1 2026 | Apr 24, 2026 |
| Coston, McIsaac & Partners | History | Added to | 372 | 30 | 0.01% | 0.01% | 1133 | +2 | 0.54% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | Reduced | 361 | 29 | 0.0% | 0.0% | 1136 | -59 | -14.05% | Q1 2026 | May 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 359 | 29 | 0.0% | 0.0% | 1134 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 362 | 29 | 0.01% | 0.01% | 1135 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ankerstar Wealth, LLC | History | No change | 356 | 29 | 0.03% | 0.03% | 1137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 344 | 28 | 0.0% | 0.01% | 1139 | -433 | -55.73% | Q1 2026 | May 06, 2026 |
| Operose Advisors LLC | History | Reduced | 348 | 28 | 0.01% | 0.01% | 1140 | -9 | -2.52% | Q1 2026 | May 12, 2026 |
| Pacifica Partners Inc. | History | No change | 345 | 28 | 0.01% | 0.01% | 1138 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 337 | 27 | 0.0% | 0.0% | 1141 | -237 | -41.29% | Q1 2026 | May 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 330 | 27 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 351 | 27 | 0.01% | 0.01% | 1143 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | Added to | 327 | 26 | 0.0% | 0.0% | 1144 | +10 | 3.15% | Q1 2026 | May 01, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 324 | 26 | 0.01% | 0.01% | 1145 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bank of Jackson Hole Trust | History | No change | 325 | 26 | 0.01% | 0.01% | 1146 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TORONTO DOMINION BANK | History | New | 309 | 25 | 0.0% | — | 1150 | +309 | New | Q1 2026 | May 15, 2026 |
| Merrithew & Thorsten Inc | History | Added to | 308 | 25 | 0.02% | 0.02% | 1149 | +2 | 0.65% | Q1 2026 | May 01, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 305 | 25 | 0.0% | 0.01% | 1147 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | No change | 314 | 25 | 0.0% | 0.0% | 1148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 300 | 24 | 0.0% | 0.01% | 1151 | -433 | -59.07% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 300 | 24 | 0.0% | — | 1154 | +300 | New | Q1 2026 | Apr 13, 2026 |
| Rice Partnership, LLC | History | Reduced | 302 | 24 | 0.0% | 0.0% | 1152 | -127 | -29.6% | Q1 2026 | May 07, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 300 | 24 | 0.0% | 0.0% | 1153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BankChampaign, National Association | History | New | 288 | 23 | 0.02% | — | 1157 | +288 | New | Q1 2026 | May 21, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 290 | 23 | 0.01% | 0.01% | 1155 | +1 | 0.35% | Q1 2026 | May 11, 2026 |
| Creative Capital Management Investments LLC | History | No change | 283 | 23 | 0.01% | 0.01% | 1156 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 276 | 22 | 0.0% | 0.0% | 1158 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ORG Partners LLC | History | No change | 295 | 22 | 0.0% | 0.0% | 1159 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 272 | 22 | 0.02% | 0.02% | 1160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 263 | 21 | 0.01% | 0.01% | 1162 | +28 | 11.91% | Q1 2026 | May 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 264 | 21 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Monetary Solutions, Ltd | History | No change | 258 | 21 | 0.02% | 0.02% | 1163 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Community Financial Services Group, LLC | History | New | 250 | 20 | 0.0% | — | 1167 | +250 | New | Q1 2026 | Apr 08, 2026 |
| Vanguard National Trust Co | History | New | 249 | 20 | 0.0% | — | 1168 | +249 | New | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 254 | 20 | 0.0% | 0.0% | 1164 | +169 | 198.82% | Q1 2026 | May 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 246 | 20 | 0.01% | 0.01% | 1165 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capitol Family Office, Inc. | History | No change | 269 | 20 | 0.02% | 0.02% | 1166 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 240 | 19 | 0.0% | — | 1171 | +240 | New | Q1 2026 | Apr 29, 2026 |
| Pioneer Family Office, LLC | History | Added to | 241 | 19 | 0.01% | 0.01% | 1170 | +1 | 0.42% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 233 | 19 | 0.0% | 0.0% | 1169 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wall Street Financial Group, Inc. | History | New | 225 | 18 | 0.01% | — | 1175 | +225 | New | Q1 2026 | May 05, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 228 | 18 | 0.01% | 0.01% | 1174 | -4 | -1.72% | Q1 2026 | May 14, 2026 |
| Westfuller Advisors, LLC | History | Added to | 220 | 18 | 0.01% | 0.01% | 1173 | +2 | 0.92% | Q1 2026 | Apr 28, 2026 |
| Sage Mountain Advisors LLC | History | No change | 223 | 18 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | New | 210 | 17 | 0.0% | — | 1178 | +210 | New | Q1 2026 | May 14, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 164 | 17 | 0.03% | — | 1179 | +164 | New | Q1 2026 | May 11, 2026 |
| Eukles Asset Management | History | Reduced | 212 | 17 | 0.01% | 0.01% | 1177 | -2 | -0.93% | Q1 2026 | May 05, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 216 | 17 | 0.01% | 0.01% | 1176 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 206 | 16 | 0.0% | 1.61% | 1181 | -703,935 | -99.97% | Q1 2026 | Apr 22, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 200 | 16 | 0.01% | — | 1183 | +200 | New | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 200 | 16 | 0.0% | — | 1184 | +200 | New | Q1 2026 | Apr 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 196 | 16 | 0.0% | 0.0% | 1180 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Command Advisory Services, Inc. | History | No change | 200 | 16 | 0.0% | 0.0% | 1182 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Napier Financial, LLC | History | New | 190 | 15 | 0.0% | — | 1192 | +190 | New | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 189 | 15 | 0.01% | 0.01% | 1191 | -8 | -4.06% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 192 | 15 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 188 | 15 | 0.0% | 0.0% | 1186 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 191 | 15 | 0.0% | 0.0% | 1187 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Friedenthal Financial | History | No change | 194 | 15 | 0.01% | 0.01% | 1188 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Register Financial Advisors LLC | History | No change | 195 | 15 | 0.01% | 0.01% | 1189 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MASECO LLP | History | No change | 192 | 15 | 0.0% | 0.0% | 1190 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 180 | 14 | 0.01% | 0.0% | 1194 | -5 | -2.7% | Q1 2026 | May 04, 2026 |
| Colonial Trust Advisors | History | No change | 180 | 14 | 0.0% | 0.0% | 1193 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | No change | 175 | 14 | 0.0% | 0.0% | 1195 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 179 | 14 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| POM Investment Strategies, LLC | History | No change | 180 | 14 | 0.02% | 0.01% | 1197 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 165 | 13 | 0.01% | 0.01% | 1198 | -76 | -31.54% | Q1 2026 | Apr 17, 2026 |
| Imprint Wealth LLC | History | No change | 159 | 13 | 0.06% | 0.06% | 1199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 149 | 12 | 0.0% | 0.01% | 1200 | -32,217 | -99.54% | Q1 2026 | May 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | New | 158 | 12 | 0.01% | — | 1202 | +158 | New | Q1 2026 | Apr 24, 2026 |
| Axiom Investment Management LLC | History | New | 149 | 12 | 0.01% | — | 1203 | +149 | New | Q1 2026 | May 26, 2026 |
| GAMMA Investing LLC | History | Reduced | 158 | 12 | 0.0% | 0.0% | 1201 | -137 | -46.44% | Q1 2026 | Apr 06, 2026 |
| Synergy Investment Management, LLC | History | New | 138 | 11 | 0.0% | — | 1209 | +138 | New | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | Added to | 135 | 11 | 0.0% | 0.0% | 1208 | +70 | 107.69% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 136 | 11 | 0.0% | 0.0% | 1207 | -44 | -24.44% | Q1 2026 | Apr 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 135 | 11 | 0.0% | 0.0% | 1204 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| First PREMIER Bank | History | No change | 133 | 11 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 140 | 11 | 0.0% | 0.0% | 1206 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Smithfield Trust Co | History | No change | 117 | 10 | 0.0% | 0.0% | 1210 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 128 | 10 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 124 | 10 | 0.0% | 0.0% | 1212 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Rakuten Securities, Inc. | History | Added to | 113 | 9 | 0.0% | 0.0% | 1216 | +37 | 48.68% | Q1 2026 | May 01, 2026 |
| Scarborough Advisors, LLC | History | Added to | 111 | 9 | 0.0% | 0.0% | 1214 | +1 | 0.91% | Q1 2026 | May 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 121 | 9 | 0.0% | 0.0% | 1213 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Freedom, LLC | History | No change | 118 | 9 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hickory Point Bank & Trust | History | New | 107 | 8 | 0.01% | — | 1222 | +107 | New | Q1 2026 | Apr 03, 2026 |
| Corient IA LLC | History | New | 100 | 8 | 0.01% | — | 1223 | +100 | New | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 99 | 8 | 0.0% | 0.0% | 1217 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 100 | 8 | 0.0% | 0.0% | 1218 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 100 | 8 | 0.0% | 0.0% | 1219 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 100 | 8 | 0.02% | 0.02% | 1220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 1221 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 93 | 7 | 0.0% | 0.0% | 1226 | -666 | -87.75% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 83 | 7 | 0.0% | 0.0% | 1225 | -312 | -78.99% | Q1 2026 | May 01, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 95 | 7 | 0.0% | 0.0% | 1224 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| New Republic Capital, LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 1227 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sankala Group LLC | History | No change | 89 | 7 | 0.01% | 0.01% | 1228 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| NorthAvenue LLC | History | No change | 96 | 7 | 0.01% | 0.01% | 1229 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| 1015 Capital Partners, LLC | History | No change | 90 | 7 | 0.01% | 0.01% | 1230 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 80 | 6 | 0.0% | 0.01% | 1231 | -260 | -76.47% | Q1 2026 | May 01, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 78 | 6 | 0.0% | — | 1236 | +78 | New | Q1 2026 | Apr 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 76 | 6 | 0.0% | — | 1237 | +76 | New | Q1 2026 | May 11, 2026 |
| JDM Financial Group LLC | History | No change | 84 | 6 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 85 | 6 | 0.0% | 0.0% | 1233 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gold Investment Management Ltd. | History | No change | 84 | 6 | 0.0% | 0.0% | 1234 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 79 | 6 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Stone House Investment Management, LLC | History | New | 69 | 5 | 0.0% | — | 1239 | +69 | New | Q1 2026 | Apr 22, 2026 |
| Winch Advisory Services, LLC | History | No change | 73 | 5 | 0.0% | 0.0% | 1238 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 60 | 4 | 0.0% | — | 1241 | +60 | New | Q1 2026 | Apr 16, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 56 | 4 | 0.0% | — | 1245 | +56 | New | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 55 | 4 | 0.0% | — | 1243 | +55 | New | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | New | 54 | 4 | 0.0% | — | 1244 | +54 | New | Q1 2026 | May 07, 2026 |
| Blume Capital Management, Inc. | History | New | 50 | 4 | 0.0% | — | 1242 | +50 | New | Q1 2026 | May 01, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 51 | 4 | 0.0% | 0.0% | 1240 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Investors Research Corp | History | Reduced | 38 | 3 | 0.0% | 0.01% | 1248 | -459 | -92.35% | Q1 2026 | Apr 03, 2026 |
| EASTERN BANK | History | New | 46 | 3 | 0.0% | — | 1251 | +46 | New | Q1 2026 | Apr 07, 2026 |
| Main Street Group, LTD | History | New | 42 | 3 | 0.0% | — | 1252 | +42 | New | Q1 2026 | May 06, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 41 | 3 | 0.0% | 0.0% | 1246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sawyer & Company, Inc | History | No change | 37 | 3 | 0.0% | 0.0% | 1247 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CNB Bank | History | No change | 37 | 3 | 0.0% | 0.0% | 1249 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MGB Wealth Management, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 27 | 2 | 0.0% | 0.0% | 1259 | -51 | -65.38% | Q1 2026 | May 07, 2026 |
| Capital Advisor Network LLC | History | New | 31 | 2 | 0.0% | — | 1261 | +31 | New | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 25 | 2 | 0.0% | — | 1257 | +24 | 2400.0% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 24 | 2 | 0.0% | — | 1260 | +24 | New | Q1 2026 | Apr 29, 2026 |
| Family Manage LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 1253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 1254 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 1255 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 33 | 2 | 0.0% | 0.0% | 1256 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Olistico Wealth, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 1258 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 1262 | -20 | -57.14% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 14 | 1 | 0.0% | — | 1269 | +14 | New | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Reduced | 16 | 1 | 0.0% | 0.0% | 1265 | -4 | -20.0% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 1263 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Princeton Global Asset Management LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1264 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aventura Private Wealth, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 1266 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 1267 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BAYBAN | History | No change | 23 | 1 | 0.0% | 0.0% | 1268 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Closed out | 0 | 0 | — | 0.13% | — | -316,000 | -100.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -276,215 | -100.0% | Q1 2026 | May 14, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -256,262 | -100.0% | Q1 2026 | May 14, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -185,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.89% | — | -143,951 | -100.0% | Q1 2026 | May 15, 2026 |
| TLS Advisors LLC | History | Closed out | 0 | 0 | — | 19.09% | — | -135,800 | -100.0% | Q1 2026 | May 13, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.18% | — | -123,341 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -122,677 | -100.0% | Q1 2026 | May 12, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 1.69% | — | -99,723 | -100.0% | Q1 2026 | May 11, 2026 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.8% | — | -93,899 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 1.88% | — | -84,137 | -100.0% | Q1 2026 | Apr 21, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -77,748 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.58% | — | -38,870 | -100.0% | Q1 2026 | May 15, 2026 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 4.15% | — | -32,929 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -31,913 | -100.0% | Q1 2026 | May 18, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -31,378 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -29,751 | -100.0% | Q1 2026 | May 08, 2026 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.12% | — | -28,158 | -100.0% | Q1 2026 | May 06, 2026 |
| BLB&B Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -27,188 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -25,756 | -100.0% | Q1 2026 | May 13, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -22,975 | -100.0% | Q1 2026 | May 11, 2026 |
| Pettinga Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -22,665 | -100.0% | Q1 2026 | Apr 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,595 | -100.0% | Q1 2026 | May 14, 2026 |
| MAIRS & POWER INC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,045 | -100.0% | Q1 2026 | May 13, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 1.42% | — | -19,270 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Intesa Sanpaolo S.p.A. | History | Closed out | 0 | 0 | — | 0.07% | — | -15,000 | -100.0% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,657 | -100.0% | Q1 2026 | May 15, 2026 |
| Hudock, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -13,750 | -100.0% | Q1 2026 | May 13, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,900 | -100.0% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -12,792 | -100.0% | Q1 2026 | Apr 15, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,765 | -100.0% | Q1 2026 | May 15, 2026 |
| Berkeley Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -11,539 | -100.0% | Q1 2026 | May 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.28% | — | -11,187 | -100.0% | Q1 2026 | May 01, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -11,182 | -100.0% | Q1 2026 | May 15, 2026 |
| HERBST GROUP, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -10,129 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -9,113 | -100.0% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,714 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -8,498 | -100.0% | Q1 2026 | Apr 14, 2026 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,161 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,868 | -100.0% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,372 | -100.0% | Q1 2026 | May 20, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -6,750 | -100.0% | Q1 2026 | May 04, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,683 | -100.0% | Q1 2026 | May 04, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,484 | -100.0% | Q1 2026 | May 11, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,469 | -100.0% | Q1 2026 | May 05, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,380 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,482 | -100.0% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,887 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Purkiss Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,491 | -100.0% | Q1 2026 | May 04, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,337 | -100.0% | Q1 2026 | May 04, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,780 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,700 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Segment Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,616 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Sageworth Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -3,424 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Elk River Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,329 | -100.0% | Q1 2026 | Apr 17, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.14% | — | -3,246 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Nadler Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,207 | -100.0% | Q1 2026 | May 04, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,138 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.14% | — | -3,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,975 | -100.0% | Q1 2026 | May 04, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,945 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.02% | — | -2,903 | -100.0% | Q1 2026 | May 18, 2026 |
| Iowa State Bank | History | Closed out | 0 | 0 | — | 0.04% | — | -2,780 | -100.0% | Q1 2026 | Apr 15, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,775 | -100.0% | Q1 2026 | May 13, 2026 |
| CHANNEL WEALTH LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,636 | -100.0% | Q1 2026 | May 11, 2026 |
| Argyle Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,633 | -100.0% | Q1 2026 | May 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,593 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Oliver Luxxe Assets LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,587 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,600 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,297 | -100.0% | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -946 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -760 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -648 | -100.0% | Q1 2026 | May 04, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 4 | 0 | — | 0.01% | — | -499 | -99.2% | Q1 2026 | Apr 03, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -435 | -100.0% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -394 | -100.0% | Q1 2026 | May 07, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q1 2026 | May 01, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -263 | -100.0% | Q1 2026 | May 22, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Closed out | 0 | 0 | — | 0.04% | — | -243 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q1 2026 | May 01, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q1 2026 | May 14, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 29, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q1 2026 | May 12, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 01, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 04, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 08, 2026 |
| Morton Brown Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 20, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -71 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ENTRUST FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 21, 2026 |
| Daiwa Securities Group Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 08, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 12, 2026 |
| Holos Integrated Wealth LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 08, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |