SELECT SECTOR SPDR TRUST - XLV
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 | 31,021,559 | 4,548,070 | 0.33% | 0.31% | 1 | +3,259,957 | 11.74% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 15,794,063 | 2,271,502 | 0.15% | 0.16% | 2 | -974,260 | -5.81% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 11,432,079 | 1,676,057 | 0.1% | 0.11% | 3 | -54,472 | -0.47% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,638,130 | 1,119,826 | 0.14% | 0.18% | 4 | -186,270 | -2.38% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,180,417 | 1,052,720 | 0.12% | 0.13% | 5 | +405,025 | 5.98% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 6,529,097 | 957,230 | 0.14% | 0.19% | 6 | -853,249 | -11.56% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,383,962 | 935,952 | 0.18% | 0.18% | 7 | -75,858 | -1.17% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 6,333,092 | 928,494 | 0.25% | 0.28% | 8 | -250,221 | -3.8% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,176,030 | 758,857 | 0.2% | 0.24% | 9 | +35,695 | 0.69% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,787,128 | 701,840 | 0.22% | 0.24% | 10 | -186,971 | -3.76% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 3,081,363 | 451,758 | 0.5% | 0.55% | 11 | -16,785 | -0.54% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,957,670 | 433,623 | 0.05% | 0.08% | 12 | -1,416,459 | -32.38% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 2,838,549 | 416,151 | 2.82% | 5.66% | 13 | -1,385,852 | -32.81% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,727,813 | 410,854 | 0.1% | 0.1% | 14 | -120,913 | -4.24% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 2,702,894 | 396,271 | 2.1% | 2.51% | 15 | -411,270 | -13.21% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,646,004 | 387,929 | 0.07% | 0.08% | 16 | -357,112 | -11.89% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Reduced | 2,543,237 | 372,864 | 13.91% | 15.77% | 17 | -315,040 | -11.02% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,361,183 | 346,173 | 0.86% | 0.84% | 18 | -18,120 | -0.76% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,323,059 | 340,583 | 0.46% | 0.47% | 19 | +43,253 | 1.9% | Q1 2026 | Apr 27, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 2,144,058 | 314,340 | 0.5% | 0.39% | 20 | +665,724 | 45.03% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,092,667 | 306,805 | 0.13% | 0.08% | 21 | +879,306 | 72.47% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,012,500 | 295,052 | 0.05% | 0.06% | 22 | -426,339 | -17.48% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 1,947,906 | 285,582 | 0.07% | 0.05% | 23 | +560,912 | 40.44% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,881,300 | 275,817 | 0.27% | 0.27% | 24 | -7,281 | -0.39% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Added to | 1,878,114 | 275,355 | 6.65% | 6.66% | 25 | +31,446 | 1.7% | Q1 2026 | Apr 22, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 1,734,213 | 254,252 | 1.2% | 1.27% | 26 | -11,000 | -0.63% | Q1 2026 | May 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 1,586,797 | 232,640 | 2.55% | 3.03% | 27 | -110,413 | -6.51% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,541,744 | 226,105 | 0.33% | 0.3% | 28 | +205,924 | 15.42% | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | Added to | 1,529,577 | 224,250 | 2.13% | 1.98% | 29 | +348,238 | 29.48% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,392,544 | 215,075 | 0.1% | 0.2% | 30 | -1,113,169 | -44.43% | Q1 2026 | May 12, 2026 |
| Jordan Park Group LLC | History | New | 1,370,536 | 200,898 | 10.7% | — | 31 | +1,370,536 | New | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Added to | 1,122,816 | 164,616 | 0.01% | 0.01% | 32 | +91,651 | 8.89% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,104,575 | 161,941 | 0.21% | 0.16% | 33 | +169,111 | 18.08% | Q1 2026 | May 15, 2026 |
| Rokos Capital Management LLP | History | Reduced | 1,036,116 | 151,889 | 1.15% | 1.0% | 34 | -621,379 | -37.49% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,003,611 | 147,139 | 0.02% | 0.02% | 35 | +85,904 | 9.36% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 961,249 | 140,928 | 2.2% | 2.34% | 36 | -61,008 | -5.97% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 942,005 | 138,107 | 0.06% | 0.22% | 37 | -2,271,473 | -70.69% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 867,939 | 127,248 | 0.14% | 0.16% | 38 | -66,930 | -7.16% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 770,348 | 112,945 | 0.1% | 0.1% | 39 | +79,622 | 11.53% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 740,343 | 108,541 | 0.08% | 0.09% | 40 | -39,603 | -5.08% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 726,050 | 106,446 | 0.48% | 0.57% | 41 | -126,811 | -14.87% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 721,716 | 105,810 | 0.12% | 0.04% | 42 | +456,474 | 172.1% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 684,290 | 100,323 | 0.18% | 0.11% | 43 | +182,634 | 36.41% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 680,149 | 99,716 | 0.86% | 0.43% | 44 | +359,645 | 112.21% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 670,171 | 98,253 | 0.0% | 0.0% | 45 | +235,306 | 54.11% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 652,174 | 95,615 | 0.06% | 0.06% | 46 | +6,393 | 0.99% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 640,834 | 93,952 | 0.42% | 0.56% | 47 | -664,434 | -50.9% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 613,400 | 89,930 | 0.12% | 0.18% | 48 | -303,344 | -33.09% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 584,921 | 85,755 | 0.15% | 0.16% | 49 | +8,322 | 1.44% | Q1 2026 | May 14, 2026 |
| Volterra Technologies LP | History | Reduced | 584,599 | 85,708 | 10.41% | 13.26% | 50 | -263,201 | -31.05% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 571,810 | 83,833 | 0.09% | 0.01% | 51 | +520,510 | 1014.64% | Q1 2026 | May 15, 2026 |
| SRB CORP | History | No change | 556,818 | 81,635 | 5.01% | 4.73% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 553,159 | 81,098 | 0.13% | 0.27% | 53 | -534,160 | -49.13% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 526,922 | 77,252 | 0.08% | 0.09% | 54 | +12,020 | 2.33% | Q1 2026 | May 05, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 521,112 | 76,400 | 1.18% | 1.32% | 55 | +3,514 | 0.68% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 498,893 | 73,142 | 0.03% | 0.03% | 56 | -37,029 | -6.91% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 486,168 | 71,277 | 0.01% | 0.01% | 57 | +982 | 0.2% | Q1 2026 | May 14, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 471,537 | 69,132 | 6.27% | 6.66% | 58 | -5,684 | -1.19% | Q1 2026 | May 04, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 462,504 | 67,807 | 3.67% | 3.82% | 59 | +14,068 | 3.14% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Added to | 459,185 | 67,321 | 0.08% | 0.08% | 60 | +37,145 | 8.8% | Q1 2026 | May 14, 2026 |
| J.Safra Asset Management Corp | History | Added to | 446,627 | 65,480 | 3.53% | 3.53% | 61 | +11,296 | 2.59% | Q1 2026 | May 04, 2026 |
| Main Management LLC | History | Reduced | 436,462 | 63,990 | 4.66% | 8.02% | 62 | -283,856 | -39.41% | Q1 2026 | May 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 404,788 | 59,345 | 0.31% | 0.27% | 63 | +40,600 | 11.15% | Q1 2026 | May 04, 2026 |
| NATIXIS | History | Added to | 403,455 | 59,150 | 0.21% | 0.03% | 64 | +353,275 | 704.02% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 398,570 | 58,434 | 0.27% | 0.31% | 65 | +57,202 | 16.76% | Q1 2026 | May 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 387,824 | 56,892 | 1.81% | 2.14% | 66 | -7,880 | -1.99% | Q1 2026 | May 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 382,859 | 56,130 | 1.14% | 1.14% | 67 | +16,819 | 4.59% | Q1 2026 | Apr 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 376,473 | 55,196 | 1.51% | 1.58% | 68 | +1,716 | 0.46% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 368,885 | 54,082 | 0.08% | 0.08% | 69 | -41,413 | -10.09% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 363,690 | 53,320 | 0.15% | 0.17% | 70 | -80,063 | -18.04% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 345,759 | 50,691 | 0.74% | 1.78% | 71 | -409,531 | -54.22% | Q1 2026 | Apr 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 335,996 | 48,322 | 0.04% | — | 72 | +335,996 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 326,935 | 48,297 | 0.46% | 0.43% | 73 | +68,269 | 26.39% | Q1 2026 | Apr 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 326,615 | 47,885 | 1.59% | 1.64% | 74 | -4,711 | -1.42% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 317,799 | 46,593 | 0.12% | 0.12% | 75 | +21,975 | 7.43% | Q1 2026 | Apr 30, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 312,037 | 45,747 | 1.27% | 1.48% | 76 | -87,844 | -21.97% | Q1 2026 | Apr 21, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 300,000 | 43,983 | 0.07% | 0.29% | 77 | -835,000 | -73.57% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 299,153 | 43,858 | 0.09% | 0.08% | 78 | +59,450 | 24.8% | Q1 2026 | May 06, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 299,070 | 43,640 | 0.11% | 0.12% | 79 | -80,623 | -21.23% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 292,323 | 43,198 | 0.13% | 0.26% | 80 | +21,719 | 8.03% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 289,403 | 42,429 | 0.06% | 0.06% | 81 | +23,271 | 8.74% | Q1 2026 | May 15, 2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | History | Added to | 285,000 | 41,783 | 1.47% | 0.69% | 82 | +151,800 | 113.96% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 278,763 | 40,869 | 0.19% | 0.23% | 83 | -36,288 | -11.52% | Q1 2026 | Apr 24, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 272,211 | 39,908 | 2.99% | 3.45% | 84 | -9,507 | -3.37% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 270,453 | 39,651 | 0.06% | 0.07% | 85 | -34,013 | -11.17% | Q1 2026 | May 15, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Reduced | 269,341 | 39,488 | 2.59% | 3.38% | 86 | -64,899 | -19.42% | Q1 2026 | May 06, 2026 |
| Krilogy Financial LLC | History | Added to | 246,922 | 36,201 | 1.17% | 1.23% | 87 | +18,589 | 8.14% | Q1 2026 | Apr 17, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 245,800 | 36,036 | 4.57% | 5.27% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 244,391 | 35,039 | 0.02% | 0.02% | 89 | +33,144 | 15.69% | Q1 2026 | May 15, 2026 |
| PFM Health Sciences, LP | History | New | 238,900 | 35,025 | 3.19% | — | 90 | +238,900 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 237,329 | 34,794 | 0.2% | 0.21% | 91 | +4,107 | 1.76% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 236,708 | 34,703 | 0.05% | 0.03% | 92 | +119,522 | 101.99% | Q1 2026 | May 14, 2026 |
| Wharton Business Group, LLC | History | Reduced | 232,563 | 34,096 | 1.29% | 1.38% | 93 | -1,400 | -0.6% | Q1 2026 | May 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 227,799 | 33,397 | 0.06% | 0.05% | 94 | +42,603 | 23.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 223,713 | 32,798 | 0.06% | 0.06% | 95 | +105,761 | 89.66% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 221,599 | 32,488 | 0.44% | 0.5% | 96 | -4,683 | -2.07% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 220,815 | 32,373 | 0.02% | 0.02% | 97 | +8,423 | 3.97% | Q1 2026 | May 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 216,901 | 31,799 | 1.4% | 1.2% | 98 | +42,773 | 24.56% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 213,125 | 31,246 | 0.17% | 0.18% | 99 | +4,850 | 2.33% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 201,041 | 31,003 | 0.2% | 0.2% | 100 | +15,376 | 8.28% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 218,843 | 30,855 | 0.04% | 0.04% | 101 | -43,972 | -16.73% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 208,270 | 30,534 | 1.69% | 0.14% | 102 | +191,656 | 1153.58% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 204,351 | 29,959 | 0.01% | 0.0% | 103 | +148,616 | 266.65% | Q1 2026 | May 13, 2026 |
| Miller Investment Management, LP | History | Added to | 202,911 | 29,748 | 2.95% | 3.0% | 104 | +4,589 | 2.31% | Q1 2026 | May 08, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 202,472 | 29,684 | 0.08% | 0.06% | 105 | +36,287 | 21.84% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 201,000 | 29,468 | 0.98% | 0.93% | 106 | -65,000 | -24.44% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 199,007 | 29,176 | 0.0% | 0.0% | 107 | +9,877 | 5.22% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 196,695 | 28,837 | 0.37% | 0.38% | 108 | -586 | -0.3% | Q1 2026 | May 15, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Added to | 195,277 | 28,629 | 1.04% | 0.39% | 109 | +114,277 | 141.08% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 185,445 | 27,188 | 0.1% | 0.09% | 110 | +40,787 | 28.2% | Q1 2026 | Apr 30, 2026 |
| SPINNAKER TRUST | History | Reduced | 183,673 | 26,928 | 1.49% | 1.53% | 111 | -694 | -0.38% | Q1 2026 | Apr 23, 2026 |
| Trek Financial, LLC | History | Added to | 183,003 | 26,830 | 1.42% | 1.62% | 112 | +1,833 | 1.01% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 181,826 | 26,657 | 0.13% | 0.09% | 113 | +71,645 | 65.02% | Q1 2026 | May 14, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 179,509 | 26,318 | 5.38% | 4.85% | 114 | +50,340 | 38.97% | Q1 2026 | Apr 13, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 174,800 | 25,627 | 9.11% | 10.32% | 115 | -1,760 | -1.0% | Q1 2026 | Apr 21, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Reduced | 173,873 | 25,491 | 2.94% | 3.38% | 116 | -8,524 | -4.67% | Q1 2026 | May 11, 2026 |
| Financial Advisory Corp | History | Added to | 173,855 | 25,488 | 3.54% | 3.9% | 117 | +440 | 0.25% | Q1 2026 | Apr 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 172,792 | 25,332 | 0.05% | 0.05% | 118 | +4,993 | 2.98% | Q1 2026 | May 01, 2026 |
| SP Asset Management LLC | History | Reduced | 171,845 | 25,194 | 2.22% | 2.14% | 119 | -3,364 | -1.92% | Q1 2026 | May 06, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 171,750 | 25,180 | 0.87% | 0.86% | 120 | +20,892 | 13.85% | Q1 2026 | May 14, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 171,004 | 25,070 | 6.15% | 7.21% | 121 | -27,134 | -13.69% | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 170,600 | 25,011 | 2.3% | 2.23% | 122 | -409 | -0.24% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 165,928 | 24,325 | 0.04% | 0.05% | 123 | +6,289 | 3.94% | Q1 2026 | May 14, 2026 |
| LM Advisors LLC | History | Reduced | 3,556 | 24,256 | 0.38% | 0.46% | 124 | -375 | -9.54% | Q1 2026 | May 13, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 161,513 | 23,679 | 2.06% | 2.06% | 125 | +3,356 | 2.12% | Q1 2026 | Apr 24, 2026 |
| American Financial Advisors, LLC | History | Reduced | 160,500 | 23,530 | 3.14% | 3.28% | 126 | -3,784 | -2.3% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 158,822 | 23,284 | 0.03% | 0.04% | 127 | -47,634 | -23.07% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 154,808 | 22,696 | 0.06% | 0.05% | 128 | +32,399 | 26.47% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 152,963 | 22,425 | 0.06% | 0.06% | 129 | +18,976 | 14.16% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 149,093 | 21,858 | 0.24% | 0.24% | 130 | +12,626 | 9.25% | Q1 2026 | Apr 20, 2026 |
| Swan Global Investments, LLC | History | Reduced | 147,497 | 21,624 | 0.72% | 0.87% | 131 | -42,854 | -22.51% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 145,462 | 21,326 | 0.02% | — | 133 | +145,462 | New | Q1 2026 | May 15, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Reduced | 143,292 | 21,326 | 4.81% | 5.14% | 132 | -1,196 | -0.83% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 144,223 | 21,144 | 0.5% | 0.69% | 134 | -37,369 | -20.58% | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Added to | 142,880 | 20,947 | 0.01% | 0.01% | 135 | +12,938 | 9.96% | Q1 2026 | May 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 142,582 | 20,903 | 2.17% | 2.35% | 136 | -763 | -0.53% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 142,317 | 20,865 | 0.16% | 0.2% | 137 | -8,901 | -5.89% | Q1 2026 | Apr 07, 2026 |
| IMZ Advisory Inc | History | Added to | 141,966 | 20,813 | 7.87% | 7.54% | 138 | +8,911 | 6.7% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 141,802 | 20,789 | 0.01% | 0.02% | 139 | +4,913 | 3.59% | Q1 2026 | May 12, 2026 |
| Cercano Management LLC | History | Added to | 140,876 | 20,653 | 0.89% | 0.3% | 140 | +89,357 | 173.44% | Q1 2026 | May 13, 2026 |
| KWMG, LLC | History | Added to | 138,864 | 20,358 | 1.7% | 1.74% | 141 | +8,618 | 6.62% | Q1 2026 | Apr 09, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 132,987 | 19,497 | 2.63% | 2.79% | 142 | -1,260 | -0.94% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 127,230 | 18,653 | 0.13% | 0.18% | 143 | -25,814 | -16.87% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 125,494 | 18,398 | 0.09% | 0.22% | 144 | -127,820 | -50.46% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 124,702 | 18,282 | 0.11% | 0.12% | 145 | -1,850 | -1.46% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 124,130 | 18,198 | 0.12% | 0.01% | 146 | +112,206 | 941.01% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 122,998 | 18,032 | 0.22% | 0.17% | 147 | +44,329 | 56.35% | Q1 2026 | Apr 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 122,490 | 17,958 | 4.91% | 5.22% | 148 | -5,037 | -3.95% | Q1 2026 | May 13, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 121,799 | 17,856 | 1.04% | 1.16% | 149 | -8,274 | -6.36% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 120,708 | 17,697 | 0.1% | 0.1% | 150 | +4,064 | 3.48% | Q1 2026 | Apr 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 120,073 | 17,603 | 0.21% | 0.23% | 151 | +1,559 | 1.32% | Q1 2026 | May 01, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 112,814 | 17,463 | 3.29% | 3.29% | 152 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Passaic Partners LLC | History | Reduced | 118,613 | 17,389 | 1.63% | 2.06% | 153 | -10,000 | -7.78% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 118,273 | 17,339 | 0.61% | 0.09% | 154 | +102,027 | 628.01% | Q1 2026 | May 14, 2026 |
| Tamar Securities, LLC | History | Added to | 117,258 | 17,191 | 1.84% | 1.77% | 155 | +8,635 | 7.95% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 115,890 | 17,013 | 0.03% | 0.04% | 156 | -50,271 | -30.25% | Q1 2026 | Apr 08, 2026 |
| Horizon Investments, LLC | History | Added to | 115,322 | 16,907 | 0.19% | 0.11% | 157 | +59,350 | 106.04% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 109,128 | 16,892 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 115,176 | 16,885 | 1.72% | 1.75% | 159 | +2,714 | 2.41% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 115,080 | 16,871 | 0.71% | — | 160 | +115,080 | New | Q1 2026 | May 14, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 114,970 | 16,855 | 0.95% | 0.97% | 161 | -2,036 | -1.74% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Added to | 111,726 | 16,380 | 0.35% | 0.28% | 162 | +8,750 | 8.5% | Q1 2026 | May 07, 2026 |
| COUNTRY TRUST BANK | History | Added to | 108,189 | 15,861 | 0.3% | 0.29% | 163 | +3,301 | 3.15% | Q1 2026 | Apr 10, 2026 |
| Round Rock Advisors LLC | History | Added to | 107,918 | 15,821 | 2.42% | 2.4% | 164 | +4,691 | 4.54% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 107,338 | 15,736 | 0.37% | 0.54% | 165 | -36,682 | -25.47% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 106,252 | 15,577 | 0.18% | 0.22% | 166 | -9,381 | -8.11% | Q1 2026 | Apr 23, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 104,542 | 15,326 | 1.46% | 1.41% | 167 | +5,809 | 5.88% | Q1 2026 | Apr 16, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 104,161 | 15,270 | 0.46% | 0.47% | 168 | -208 | -0.2% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 103,862 | 15,227 | 0.12% | 0.1% | 169 | +51,847 | 99.68% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 103,561 | 15,183 | 0.51% | 0.31% | 170 | +2,001 | 1.97% | Q1 2026 | Apr 23, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 103,514 | 15,176 | 4.63% | 4.78% | 171 | +7,940 | 8.31% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 103,238 | 15,136 | 0.02% | 0.02% | 172 | -5,159 | -4.76% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 101,563 | 14,890 | 0.08% | 0.04% | 173 | +67,048 | 194.26% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 100,381 | 14,716 | 0.06% | 0.05% | 174 | +16,155 | 19.18% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 100,550 | 14,642 | 1.31% | 1.35% | 175 | +1,790 | 1.81% | Q1 2026 | May 11, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Reduced | 99,240 | 14,549 | 2.88% | 3.74% | 176 | -23,787 | -19.33% | Q1 2026 | May 06, 2026 |
| Walleye Trading LLC | History | Reduced | 98,900 | 14,499 | 0.02% | 0.02% | 177 | -10,411 | -9.52% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Added to | 98,753 | 14,478 | 0.03% | 0.0% | 179 | +90,053 | 1035.09% | Q1 2026 | May 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 98,757 | 14,478 | 1.29% | 1.37% | 178 | -6,876 | -6.51% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 98,181 | 14,394 | 0.26% | 0.31% | 180 | -14,847 | -13.14% | Q1 2026 | Apr 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 96,139 | 14,356 | 0.81% | 0.55% | 181 | +35,952 | 59.73% | Q1 2026 | Apr 17, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 96,481 | 14,145 | 8.48% | 7.42% | 182 | +1,049 | 1.1% | Q1 2026 | Apr 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 96,015 | 14,073 | 0.01% | 0.01% | 183 | +7,437 | 8.4% | Q1 2026 | May 14, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | New | 95,954 | 14,067 | 7.04% | — | 184 | +95,954 | New | Q1 2026 | May 08, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 94,639 | 13,875 | 2.35% | 2.66% | 185 | -12,906 | -12.0% | Q1 2026 | May 12, 2026 |
| Balance Wealth, LLC | History | Reduced | 92,417 | 13,549 | 4.21% | 5.35% | 186 | -15,278 | -14.19% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 92,044 | 13,494 | 0.07% | 0.03% | 187 | +56,746 | 160.76% | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 91,722 | 13,447 | 1.16% | 2.04% | 188 | -42,645 | -31.74% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 91,700 | 13,444 | 0.02% | — | 189 | +91,700 | New | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 89,500 | 13,121 | 0.02% | — | 190 | +89,500 | New | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 89,012 | 13,050 | 0.6% | 0.56% | 191 | +6,145 | 7.42% | Q1 2026 | May 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 88,736 | 13,009 | 0.05% | 0.05% | 192 | -717 | -0.8% | Q1 2026 | Apr 24, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 87,515 | 12,830 | 3.01% | 3.14% | 193 | +1,378 | 1.6% | Q1 2026 | Apr 17, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 85,647 | 12,556 | 1.4% | 1.49% | 194 | +1,580 | 1.88% | Q1 2026 | Apr 10, 2026 |
| Clarity Financial LLC | History | Reduced | 85,305 | 12,506 | 1.36% | 1.24% | 195 | -1,483 | -1.71% | Q1 2026 | May 01, 2026 |
| Peak Retirement Planning, Inc. | History | New | 85,219 | 12,493 | 2.49% | — | 196 | +85,219 | New | Q1 2026 | May 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 84,204 | 12,345 | 0.62% | 0.62% | 197 | +2,203 | 2.69% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Reduced | 81,628 | 11,967 | 0.41% | 0.45% | 198 | -5,855 | -6.69% | Q1 2026 | Apr 22, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 81,128 | 11,894 | 1.36% | 1.33% | 199 | +937 | 1.17% | Q1 2026 | Apr 10, 2026 |
| J. Goldman & Co LP | History | Reduced | 80,000 | 11,728 | 0.34% | 0.54% | 200 | -53,546 | -40.1% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 79,975 | 11,725 | 0.2% | 0.22% | 201 | -5,524 | -6.46% | Q1 2026 | Apr 21, 2026 |
| Cavalier Investments, LLC | History | Reduced | 79,673 | 11,680 | 0.32% | 0.87% | 202 | -30,327 | -27.57% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 78,986 | 11,668 | 0.87% | 0.94% | 203 | -2,644 | -3.24% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 79,170 | 11,607 | 0.01% | 0.01% | 204 | +12,058 | 17.97% | Q1 2026 | May 07, 2026 |
| Csenge Advisory Group | History | Added to | 78,732 | 11,542 | 0.53% | 0.47% | 205 | +11,058 | 16.34% | Q1 2026 | Apr 30, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 78,096 | 11,449 | 0.51% | 0.56% | 206 | -2,644 | -3.27% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 77,655 | 11,385 | 0.06% | 0.06% | 207 | +3,513 | 4.74% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | New | 76,896 | 11,273 | 1.17% | — | 208 | +76,896 | New | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 76,733 | 11,249 | 0.18% | 0.23% | 209 | +1,666 | 2.22% | Q1 2026 | May 18, 2026 |
| Independent Advisor Alliance | History | Added to | 76,715 | 11,247 | 0.12% | 0.02% | 210 | +71,059 | 1256.35% | Q1 2026 | May 12, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 76,285 | 11,184 | 0.91% | 0.9% | 211 | +1,668 | 2.24% | Q1 2026 | Apr 16, 2026 |
| Sender Co & Partners, Inc. | History | Added to | 76,201 | 11,171 | 6.79% | 3.11% | 212 | +33,087 | 76.74% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 76,080 | 11,154 | 0.22% | 0.23% | 213 | -5,101 | -6.28% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 75,377 | 11,019 | 0.01% | 0.02% | 214 | -207,550 | -73.36% | Q1 2026 | Apr 30, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 74,208 | 10,879 | 2.14% | 2.28% | 215 | +4,476 | 6.42% | Q1 2026 | Apr 20, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 73,872 | 10,830 | 4.63% | 4.32% | 216 | +6,070 | 8.95% | Q1 2026 | May 15, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 72,223 | 10,588 | 4.64% | 5.11% | 217 | +1,371 | 1.94% | Q1 2026 | Apr 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 72,008 | 10,557 | 0.03% | 0.04% | 218 | -14,939 | -17.18% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Reduced | 71,700 | 10,511 | 0.02% | 0.14% | 219 | -397,200 | -84.71% | Q1 2026 | May 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 71,623 | 10,500 | 2.21% | 2.24% | 220 | -684 | -0.95% | Q1 2026 | May 12, 2026 |
| CMH Wealth Management LLC | History | Added to | 71,211 | 10,440 | 1.79% | 2.35% | 221 | +216 | 0.3% | Q1 2026 | Apr 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 71,070 | 10,419 | 0.02% | 0.02% | 222 | +12,081 | 20.48% | Q1 2026 | May 15, 2026 |
| Fullerton Fund Management Co Ltd. | History | Reduced | 69,991 | 10,261 | 0.82% | 1.16% | 223 | -101,585 | -59.21% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 126,555 | 10,220 | 0.47% | 0.12% | 224 | -87,458 | -40.87% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 69,626 | 10,207 | 0.75% | 0.59% | 225 | +17,580 | 33.78% | Q1 2026 | Apr 15, 2026 |
| Pachira Investments Inc. | History | Added to | 68,736 | 10,077 | 4.71% | 4.71% | 226 | +6,239 | 9.98% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 68,648 | 10,064 | 0.13% | 0.16% | 227 | -5,487 | -7.4% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 68,462 | 10,037 | 0.67% | 0.66% | 228 | +951 | 1.41% | Q1 2026 | Apr 15, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 57,687 | 9,941 | 7.45% | — | 229 | +57,687 | New | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 67,685 | 9,923 | 0.11% | 0.13% | 230 | -6,163 | -8.35% | Q1 2026 | Apr 28, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 67,352 | 9,874 | 1.44% | 1.6% | 231 | +573 | 0.86% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 67,332 | 9,871 | 0.2% | 0.19% | 232 | +13,542 | 25.18% | Q1 2026 | Apr 13, 2026 |
| Hobart Private Capital, LLC | History | Added to | 66,868 | 9,803 | 1.93% | 2.0% | 233 | +648 | 0.98% | Q1 2026 | Apr 07, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 66,339 | 9,725 | 1.66% | 1.74% | 234 | +1,003 | 1.54% | Q1 2026 | May 13, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 66,324 | 9,723 | 2.73% | 2.5% | 235 | +15,827 | 31.34% | Q1 2026 | May 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 66,215 | 9,707 | 2.06% | 1.92% | 236 | +4,757 | 7.74% | Q1 2026 | Apr 15, 2026 |
| Keystone Global Partners, LLC | History | Added to | 65,723 | 9,635 | 4.28% | 3.3% | 237 | +17,195 | 35.43% | Q1 2026 | Apr 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 64,967 | 9,524 | 1.05% | 0.93% | 238 | +11,388 | 21.25% | Q1 2026 | Apr 15, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 63,960 | 9,377 | 2.41% | 2.32% | 239 | -343 | -0.53% | Q1 2026 | Apr 28, 2026 |
| Heirloom Wealth Management | History | New | 63,391 | 9,293 | 1.67% | — | 240 | +63,391 | New | Q1 2026 | Apr 14, 2026 |
| Virtu Financial LLC | History | New | 63,041 | 9,242 | 0.38% | — | 241 | +63,041 | New | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 62,874 | 9,218 | 0.09% | 0.1% | 242 | +5,660 | 9.89% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 62,581 | 9,175 | 0.07% | 0.08% | 243 | +1,011 | 1.64% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 62,563 | 9,172 | 1.8% | 1.93% | 244 | -1,132 | -1.78% | Q1 2026 | May 11, 2026 |
| BANK HAPOALIM BM | History | Reduced | 61,817 | 9,063 | 1.39% | 0.84% | 245 | -589 | -0.94% | Q1 2026 | May 04, 2026 |
| Global Endowment Management, LP | History | No change | 61,592 | 9,030 | 1.01% | 1.19% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 61,192 | 8,971 | 1.76% | 1.82% | 247 | -307 | -0.5% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 61,124 | 8,961 | 0.98% | 0.96% | 248 | +4,064 | 7.12% | Q1 2026 | Apr 16, 2026 |
| AlphaCore Capital LLC | History | Reduced | 60,375 | 8,851 | 0.21% | 0.24% | 249 | -9,888 | -14.07% | Q1 2026 | May 15, 2026 |
| Constitution Capital LLC | History | Added to | 60,360 | 8,849 | 4.42% | 4.27% | 250 | +2,055 | 3.52% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 59,995 | 8,795 | 1.21% | 0.23% | 251 | +49,155 | 453.46% | Q1 2026 | Apr 23, 2026 |
| Atria Investments, Inc | History | Reduced | 59,866 | 8,776 | 0.1% | 0.11% | 252 | -36 | -0.06% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 59,563 | 8,732 | 0.1% | 0.07% | 253 | +21,908 | 58.18% | Q1 2026 | Apr 16, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 59,422 | 8,711 | 2.02% | 2.2% | 254 | -343 | -0.57% | Q1 2026 | Apr 07, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 59,194 | 8,678 | 6.83% | 7.14% | 255 | +3,602 | 6.48% | Q1 2026 | Apr 16, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 59,096 | 8,664 | 2.07% | 0.58% | 256 | +42,330 | 252.48% | Q1 2026 | Apr 20, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 58,501 | 8,576 | 4.24% | 4.46% | 257 | +2,001 | 3.54% | Q1 2026 | Apr 20, 2026 |
| Perbak Capital Partners LLP | History | New | 58,330 | 8,551 | 2.1% | — | 258 | +58,330 | New | Q1 2026 | May 15, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 57,886 | 8,486 | 1.85% | 2.44% | 259 | -10,907 | -15.85% | Q1 2026 | May 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 57,781 | 8,471 | 0.32% | 0.39% | 260 | -10,635 | -15.54% | Q1 2026 | Apr 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 57,004 | 8,357 | 0.03% | 0.03% | 261 | -546 | -0.95% | Q1 2026 | May 13, 2026 |
| Parkside Investments, LLC | History | Reduced | 56,954 | 8,350 | 1.01% | 1.37% | 262 | -13,562 | -19.23% | Q1 2026 | Apr 08, 2026 |
| Envision Financial Planning, LLC | History | Added to | 56,649 | 8,305 | 3.0% | 3.21% | 263 | +1,742 | 3.17% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 56,334 | 8,259 | 0.3% | 0.37% | 264 | +4,537 | 8.76% | Q1 2026 | May 19, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 56,130 | 8,229 | 0.27% | 0.26% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 55,437 | 8,127 | 0.68% | 0.71% | 266 | -1,187 | -2.1% | Q1 2026 | Apr 21, 2026 |
| Allred Capital Management, LLC | History | Added to | 55,440 | 8,124 | 2.96% | 2.97% | 267 | +2,379 | 4.48% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 55,012 | 8,065 | 0.03% | 0.03% | 268 | -835 | -1.5% | Q1 2026 | May 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 54,732 | 8,024 | 0.59% | 0.49% | 269 | +11,322 | 26.08% | Q1 2026 | May 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 54,632 | 8,009 | 0.46% | 1.08% | 270 | -70,198 | -56.23% | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 54,541 | 8,002 | 0.28% | 0.16% | 271 | +25,952 | 90.78% | Q1 2026 | May 06, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 54,470 | 7,985 | 1.04% | 1.24% | 272 | -7,798 | -12.52% | Q1 2026 | Apr 23, 2026 |
| Symmetry Investments LP | History | Added to | 54,342 | 7,967 | 0.87% | 0.56% | 273 | +12,942 | 31.26% | Q1 2026 | May 15, 2026 |
| FORBES J M & CO LLP | History | No change | 54,169 | 7,941 | 0.67% | 0.68% | 274 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Journey Advisory Group, LLC | History | Added to | 54,121 | 7,934 | 0.68% | 0.6% | 275 | +7,848 | 16.96% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 53,850 | 7,894 | 0.22% | 0.23% | 276 | +1,175 | 2.23% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 53,760 | 7,881 | 0.04% | 0.03% | 277 | +17,959 | 50.16% | Q1 2026 | May 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 53,501 | 7,811 | 2.55% | — | 278 | +53,501 | New | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 52,509 | 7,698 | 0.0% | 0.0% | 279 | +31,706 | 152.41% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 51,831 | 7,598 | 0.18% | 0.13% | 280 | +16,523 | 46.8% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 51,594 | 7,564 | 0.4% | 0.62% | 281 | -39,068 | -43.09% | Q1 2026 | Apr 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 51,291 | 7,519 | 0.11% | 0.16% | 282 | -18,806 | -26.83% | Q1 2026 | May 12, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 47,997 | 7,429 | 1.57% | 1.57% | 283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 50,426 | 7,392 | 0.13% | 0.14% | 284 | -381 | -0.75% | Q1 2026 | May 15, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 50,398 | 7,388 | 0.96% | 0.92% | 285 | -3,299 | -6.14% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 50,390 | 7,387 | 0.2% | 0.27% | 286 | -3,125 | -5.84% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 50,174 | 7,356 | 0.02% | — | 287 | +50,174 | New | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 49,910 | 7,317 | 0.35% | 0.35% | 288 | +152 | 0.31% | Q1 2026 | May 18, 2026 |
| Banco Santander, S.A. | History | Added to | 49,567 | 7,267 | 0.06% | 0.05% | 289 | +6,125 | 14.1% | Q1 2026 | May 08, 2026 |
| Maven Securities LTD | History | Reduced | 49,398 | 7,237 | 0.14% | 0.37% | 290 | -58,862 | -54.37% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 49,089 | 7,196 | 0.51% | 0.52% | 291 | +3,690 | 8.13% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 49,006 | 7,184 | 0.12% | 0.01% | 292 | +47,118 | 2495.66% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Reduced | 48,663 | 7,134 | 0.8% | 0.9% | 293 | -1,440 | -2.87% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 48,568 | 7,120 | 0.2% | 0.2% | 294 | -145 | -0.3% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 48,502 | 7,110 | 0.05% | 0.04% | 295 | +19,246 | 65.78% | Q1 2026 | Apr 15, 2026 |
| Essex LLC | History | Added to | 48,330 | 7,085 | 1.25% | 1.29% | 296 | +1,405 | 2.99% | Q1 2026 | Apr 24, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 48,170 | 7,062 | 2.94% | 2.9% | 297 | +3,248 | 7.23% | Q1 2026 | Apr 23, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 48,108 | 7,053 | 0.68% | 0.09% | 298 | +42,309 | 729.59% | Q1 2026 | May 05, 2026 |
| Concentric Capital Strategies, LP | History | Reduced | 47,840 | 7,013 | 0.59% | 0.78% | 299 | -56,803 | -54.28% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 46,652 | 6,839 | 0.47% | 0.49% | 300 | +7,065 | 17.85% | Q1 2026 | Apr 17, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 46,469 | 6,812 | 0.13% | 0.14% | 301 | -118 | -0.25% | Q1 2026 | Apr 16, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 46,124 | 6,762 | 0.72% | 0.73% | 302 | -296 | -0.64% | Q1 2026 | Apr 21, 2026 |
| THOR TRADING ADVISORS, LLC | History | Added to | 45,987 | 6,742 | 2.79% | 2.74% | 303 | +3,536 | 8.33% | Q1 2026 | May 07, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 45,162 | 6,621 | 0.4% | 0.41% | 304 | -115 | -0.25% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 44,887 | 6,580 | 0.15% | 0.13% | 305 | +7,325 | 19.5% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 44,762 | 6,562 | 2.3% | 1.45% | 306 | +17,529 | 64.37% | Q1 2026 | May 05, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 44,117 | 6,468 | 0.28% | 0.3% | 307 | -2,286 | -4.93% | Q1 2026 | May 14, 2026 |
| Niles Investment Management, LLC | History | New | 44,112 | 6,467 | 5.81% | — | 308 | +44,112 | New | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 43,984 | 6,448 | 0.02% | — | 309 | +43,984 | New | Q1 2026 | May 12, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 43,789 | 6,419 | 1.8% | 1.74% | 310 | -2,510 | -5.42% | Q1 2026 | Apr 22, 2026 |
| Capula Management Ltd | History | Added to | 43,589 | 6,390 | 0.05% | 0.01% | 311 | +32,408 | 289.85% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 43,563 | 6,386 | 0.41% | 0.5% | 312 | -5,380 | -10.99% | Q1 2026 | Apr 15, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 43,280 | 6,345 | 3.45% | 0.21% | 313 | +40,775 | 1627.74% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 42,930 | 6,293 | 0.1% | 0.11% | 314 | -3,795 | -8.12% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 42,547 | 6,237 | 0.1% | 0.1% | 315 | +1,594 | 3.89% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 41,307 | 6,056 | 0.09% | 0.09% | 316 | +12,872 | 45.27% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 41,192 | 6,039 | 0.02% | 0.02% | 317 | +12,673 | 44.44% | Q1 2026 | May 15, 2026 |
| Warren Street Wealth Advisors, LLC | History | New | 41,168 | 6,035 | 1.54% | — | 318 | +41,168 | New | Q1 2026 | Apr 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 41,058 | 6,019 | 0.15% | 0.16% | 319 | +1,234 | 3.1% | Q1 2026 | Apr 07, 2026 |
| Busey Bank | History | Reduced | 40,960 | 6,005 | 0.16% | 0.17% | 320 | -216 | -0.52% | Q1 2026 | Apr 28, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 40,800 | 5,981 | 2.2% | 1.46% | 321 | +15,345 | 60.28% | Q1 2026 | May 08, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 40,398 | 5,922 | 2.59% | 2.69% | 322 | -695 | -1.69% | Q1 2026 | Apr 23, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 40,241 | 5,899 | 3.42% | 4.56% | 323 | +577 | 1.45% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 40,178 | 5,890 | 0.16% | 1.37% | 324 | -243,403 | -85.83% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 40,073 | 5,875 | 0.36% | 0.53% | 325 | -14,103 | -26.03% | Q1 2026 | May 05, 2026 |
| One Wealth Map LLC | History | Reduced | 40,416 | 5,866 | 2.76% | 3.32% | 326 | -1,526 | -3.64% | Q1 2026 | May 04, 2026 |
| Talon Private Wealth, LLC | History | New | 39,774 | 5,831 | 0.77% | — | 327 | +39,774 | New | Q1 2026 | May 15, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 39,522 | 5,794 | 0.64% | 0.73% | 328 | -883 | -2.19% | Q1 2026 | Apr 13, 2026 |
| Black Swift Group, LLC | History | Reduced | 39,022 | 5,721 | 1.0% | 1.01% | 329 | -214 | -0.55% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Added to | 38,690 | 5,672 | 0.09% | 0.1% | 330 | +2,066 | 5.64% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Reduced | 38,611 | 5,660 | 1.26% | 1.3% | 331 | -102 | -0.26% | Q1 2026 | Apr 27, 2026 |
| Bonfire Financial | History | Reduced | 38,492 | 5,643 | 4.25% | 4.8% | 332 | -3,082 | -7.41% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 37,894 | 5,555 | 0.03% | 0.03% | 333 | +31 | 0.08% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 37,611 | 5,514 | 0.27% | 0.41% | 334 | -15,681 | -29.42% | Q1 2026 | May 04, 2026 |
| Westside Investment Management, Inc. | History | Added to | 37,505 | 5,499 | 0.84% | 0.83% | 335 | +3,944 | 11.75% | Q1 2026 | May 04, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 37,458 | 5,491 | 6.78% | 6.67% | 336 | +2,532 | 7.25% | Q1 2026 | May 14, 2026 |
| 5th Street Advisors, LLC | History | Added to | 37,393 | 5,482 | 2.36% | 2.59% | 337 | +1,597 | 4.46% | Q1 2026 | May 04, 2026 |
| TCP Asset Management, LLC | History | New | 37,295 | 5,467 | 0.7% | — | 338 | +37,295 | New | Q1 2026 | Apr 10, 2026 |
| Econ Financial Services Corp | History | Added to | 37,272 | 5,464 | 2.54% | 2.2% | 339 | +8,874 | 31.25% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 37,106 | 5,440 | 0.06% | 0.08% | 340 | -2,919 | -7.29% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 36,813 | 5,398 | 0.04% | 0.04% | 341 | +796 | 2.21% | Q1 2026 | May 14, 2026 |
| Fiduciary Group, LLC | History | Added to | 36,804 | 5,395 | 0.46% | 0.47% | 342 | +803 | 2.23% | Q1 2026 | May 11, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 36,669 | 5,376 | 3.08% | 3.34% | 344 | +3,922 | 11.98% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 36,670 | 5,376 | 0.07% | 0.07% | 343 | -626 | -1.68% | Q1 2026 | Apr 21, 2026 |
| Financial Freedom, LLC | History | Reduced | 36,621 | 5,369 | 2.67% | 2.98% | 345 | -2,225 | -5.73% | Q1 2026 | Apr 30, 2026 |
| Sharper & Granite LLC | History | Reduced | 36,597 | 5,365 | 1.83% | 2.17% | 346 | -3,265 | -8.19% | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 36,475 | 5,347 | 0.13% | 0.14% | 347 | -139 | -0.38% | Q1 2026 | Apr 29, 2026 |
| Cooksen Wealth, LLC | History | Added to | 36,119 | 5,295 | 3.85% | 3.98% | 348 | +1,000 | 2.85% | Q1 2026 | Apr 30, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Added to | 35,500 | 5,204 | 0.95% | 0.84% | 349 | +2,890 | 8.86% | Q1 2026 | Apr 24, 2026 |
| Intrua Financial, LLC | History | Reduced | 35,399 | 5,189 | 0.54% | 1.01% | 350 | -26,395 | -42.71% | Q1 2026 | Apr 23, 2026 |
| CHEMUNG CANAL TRUST CO | History | Added to | 35,239 | 5,166 | 1.05% | 1.08% | 351 | +126 | 0.36% | Q1 2026 | Apr 22, 2026 |
| Simmons Bank | History | Reduced | 35,106 | 5,146 | 0.34% | 0.4% | 352 | -3,540 | -9.16% | Q1 2026 | Apr 23, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 34,876 | 5,113 | 0.11% | 0.12% | 353 | -100 | -0.29% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 34,555 | 5,066 | 0.16% | 0.08% | 354 | +2,871 | 9.06% | Q1 2026 | Apr 29, 2026 |
| Apollon Financial, LLC | History | Added to | 34,517 | 5,060 | 0.7% | 0.66% | 355 | +5,310 | 18.18% | Q1 2026 | Apr 22, 2026 |
| Obermeyer Wealth Partners | History | Added to | 34,416 | 5,045 | 0.23% | 0.16% | 356 | +11,589 | 50.77% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | Added to | 34,096 | 4,998 | 0.06% | 0.06% | 357 | +1,351 | 4.13% | Q1 2026 | May 01, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 33,931 | 4,974 | 0.08% | 0.09% | 358 | +1,170 | 3.57% | Q1 2026 | May 04, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 33,913 | 4,972 | 1.04% | 2.43% | 359 | -36,132 | -51.58% | Q1 2026 | May 05, 2026 |
| Magnus Financial Group LLC | History | Reduced | 33,811 | 4,957 | 0.4% | 0.47% | 360 | -5,538 | -14.07% | Q1 2026 | Apr 10, 2026 |
| 10Elms LLP | History | Added to | 34,466 | 4,956 | 3.13% | 3.85% | 361 | +7,379 | 27.24% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 33,735 | 4,945 | 0.28% | 0.28% | 362 | +1,375 | 4.25% | Q1 2026 | Apr 23, 2026 |
| HERBST GROUP, LLC | History | Reduced | 33,585 | 4,923 | 3.04% | 3.13% | 363 | -829 | -2.41% | Q1 2026 | Apr 09, 2026 |
| CERTUITY, LLC | History | Added to | 33,504 | 4,912 | 0.32% | 0.26% | 364 | +6,953 | 26.19% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 33,529 | 4,892 | 0.31% | — | 365 | +33,529 | New | Q1 2026 | Apr 22, 2026 |
| AMG National Trust Bank | History | Added to | 33,273 | 4,878 | 0.11% | 0.08% | 366 | +10,675 | 47.24% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 33,181 | 4,864 | 0.01% | 0.01% | 367 | -235 | -0.7% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 33,119 | 4,855 | 0.18% | 0.19% | 368 | -77 | -0.23% | Q1 2026 | Apr 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 33,056 | 4,846 | 0.11% | 0.03% | 369 | +28,696 | 658.17% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Reduced | 32,898 | 4,823 | 0.06% | 0.1% | 370 | -8,947 | -21.38% | Q1 2026 | May 15, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 32,681 | 4,791 | 2.62% | 3.24% | 371 | -10,432 | -24.2% | Q1 2026 | Apr 20, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 32,480 | 4,761 | 0.02% | 0.03% | 372 | -14,678 | -31.13% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 32,269 | 4,730 | 0.54% | 0.58% | 373 | -226 | -0.7% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 32,117 | 4,708 | 1.79% | 1.79% | 374 | +396 | 1.25% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | Reduced | 32,107 | 4,707 | 0.09% | 0.1% | 375 | -1,056 | -3.18% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 32,010 | 4,692 | 0.0% | 0.0% | 376 | -6,540 | -16.96% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 31,832 | 4,666 | 0.17% | 0.33% | 377 | -24,866 | -43.86% | Q1 2026 | May 14, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 32,299 | 4,651 | 0.22% | 0.31% | 378 | -5,756 | -15.13% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 31,634 | 4,637 | 0.06% | 0.06% | 379 | +1,221 | 4.01% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 31,540 | 4,624 | 0.03% | 0.03% | 380 | +1,846 | 6.22% | Q1 2026 | Apr 27, 2026 |
| AlTi Global, Inc. | History | Added to | 31,329 | 4,595 | 0.1% | 0.05% | 381 | +15,802 | 101.77% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 31,282 | 4,586 | 0.31% | 0.34% | 382 | -1,305 | -4.0% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,242 | 4,580 | 0.06% | 0.06% | 383 | +1,263 | 4.21% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 31,142 | 4,565 | 0.15% | 0.15% | 384 | +630 | 2.06% | Q1 2026 | May 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 31,200 | 4,532 | 0.03% | 0.03% | 385 | +3,792 | 13.84% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 30,834 | 4,520 | 0.04% | 0.05% | 386 | -10,465 | -25.34% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 30,417 | 4,459 | 0.16% | 0.17% | 387 | +1,235 | 4.23% | Q1 2026 | May 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 30,060 | 4,407 | 0.24% | 0.26% | 388 | -1,864 | -5.84% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 29,733 | 4,359 | 0.2% | 0.04% | 389 | +24,701 | 490.88% | Q1 2026 | Apr 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 29,388 | 4,308 | 0.05% | 0.08% | 390 | -8,896 | -23.24% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 29,372 | 4,306 | 0.01% | 0.02% | 391 | -1,700 | -5.47% | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 29,302 | 4,295 | 0.16% | 0.17% | 392 | -3,407 | -10.42% | Q1 2026 | Apr 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 29,046 | 4,258 | 0.36% | 0.33% | 393 | +3,130 | 12.08% | Q1 2026 | May 15, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 29,040 | 4,257 | 2.82% | 2.88% | 394 | -506 | -1.71% | Q1 2026 | Apr 22, 2026 |
| ES4, LLC | History | Added to | 29,016 | 4,254 | 2.75% | 2.2% | 395 | +8,431 | 40.96% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 27,469 | 4,252 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 28,735 | 4,212 | 0.0% | 0.0% | 397 | +16,037 | 126.3% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 28,585 | 4,190 | 0.02% | 0.02% | 398 | -305 | -1.06% | Q1 2026 | Apr 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 27,870 | 4,085 | 0.59% | — | 399 | +27,870 | New | Q1 2026 | May 13, 2026 |
| Rockport Wealth LLC | History | Added to | 27,861 | 4,084 | 0.74% | 0.61% | 400 | +7,584 | 37.4% | Q1 2026 | May 05, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 27,809 | 4,076 | 0.18% | 0.23% | 401 | -5,886 | -17.47% | Q1 2026 | Apr 21, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 27,675 | 4,057 | 2.52% | 5.6% | 402 | -39,195 | -58.61% | Q1 2026 | May 04, 2026 |
| Advisory Resource Group | History | Added to | 27,536 | 4,036 | 0.69% | 0.55% | 403 | +7,409 | 36.81% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Reduced | 27,318 | 4,005 | 0.22% | 0.25% | 404 | -2,109 | -7.17% | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 27,173 | 3,983 | 0.46% | 0.4% | 405 | +4,244 | 18.51% | Q1 2026 | May 11, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 27,148 | 3,980 | 0.83% | 0.89% | 406 | -268 | -0.98% | Q1 2026 | Apr 20, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 27,100 | 3,973 | 0.1% | 0.18% | 407 | -22,400 | -45.25% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 27,077 | 3,969 | 0.22% | 0.22% | 408 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LightSquare Wealth Management, LLC | History | New | 26,822 | 3,932 | 2.95% | — | 409 | +26,822 | New | Q1 2026 | May 11, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 26,739 | 3,920 | 0.83% | 0.89% | 410 | +74 | 0.28% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,644 | 3,908 | 0.06% | 0.06% | 411 | +1,338 | 5.29% | Q1 2026 | Apr 14, 2026 |
| Silver Coast Investments LLC | History | Added to | 26,604 | 3,900 | 1.24% | 1.31% | 412 | +1,984 | 8.06% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 26,452 | 3,878 | 0.32% | 2.56% | 414 | -166,889 | -86.32% | Q1 2026 | Apr 08, 2026 |
| Bay Rivers Group | History | Added to | 26,456 | 3,878 | 1.62% | 1.63% | 413 | +493 | 1.9% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 26,366 | 3,865 | 0.12% | 0.13% | 415 | +559 | 2.17% | Q1 2026 | Apr 08, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 26,249 | 3,848 | 0.47% | 0.48% | 416 | -94 | -0.36% | Q1 2026 | May 06, 2026 |
| PeakShares LLC | History | Added to | 26,011 | 3,813 | 3.5% | 3.8% | 417 | +840 | 3.34% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 25,992 | 3,810 | 0.16% | 0.18% | 418 | -203 | -0.77% | Q1 2026 | Apr 30, 2026 |
| Silphium Asset Management Ltd | History | Added to | 25,895 | 3,796 | 1.44% | 1.38% | 419 | +4,920 | 23.46% | Q1 2026 | May 05, 2026 |
| Adams Wealth Management | History | Added to | 25,702 | 3,768 | 0.83% | 0.84% | 420 | +337 | 1.33% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 25,702 | 3,768 | 0.73% | 0.73% | 421 | +337 | 1.33% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 25,525 | 3,742 | 0.34% | 0.43% | 422 | -20,926 | -45.05% | Q1 2026 | May 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 25,401 | 3,723 | 0.46% | 0.55% | 423 | -2,879 | -10.18% | Q1 2026 | Apr 27, 2026 |
| Biondo Investment Advisors, LLC | History | New | 25,210 | 3,696 | 0.47% | — | 424 | +25,210 | New | Q1 2026 | May 14, 2026 |
| West Financial Advisors, LLC | History | New | 25,165 | 3,689 | 0.63% | — | 425 | +25,165 | New | Q1 2026 | Apr 08, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 25,110 | 3,681 | 1.15% | 1.11% | 426 | +1,954 | 8.44% | Q1 2026 | May 01, 2026 |
| NWI MANAGEMENT LP | History | Reduced | 25,000 | 3,665 | 0.21% | 2.9% | 427 | -381,300 | -93.85% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 24,818 | 3,638 | 0.27% | 0.25% | 428 | +1,734 | 7.51% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 24,505 | 3,592 | 0.01% | 0.02% | 429 | -822 | -3.25% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 24,449 | 3,584 | 0.13% | 0.14% | 430 | -1,050 | -4.12% | Q1 2026 | Apr 14, 2026 |
| First Financial Bank - Trust Division | History | Added to | 24,433 | 3,582 | 0.29% | 0.3% | 431 | +1,028 | 4.39% | Q1 2026 | Apr 01, 2026 |
| Embree Financial Group | History | Reduced | 24,434 | 3,582 | 0.42% | 0.48% | 432 | -934 | -3.68% | Q1 2026 | Apr 23, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 24,421 | 3,580 | 0.41% | 0.47% | 433 | +55 | 0.23% | Q1 2026 | May 08, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 24,361 | 3,571 | 0.07% | 0.08% | 434 | +165 | 0.68% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,040 | 3,566 | 0.06% | 0.06% | 435 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 24,287 | 3,560 | 1.01% | 1.16% | 436 | -1,750 | -6.72% | Q1 2026 | Apr 30, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 24,281 | 3,559 | 0.3% | 0.33% | 437 | -1,500 | -5.82% | Q1 2026 | Apr 20, 2026 |
| MBA Advisors LLC | History | Added to | 24,121 | 3,536 | 1.36% | 1.37% | 438 | +2,173 | 9.9% | Q1 2026 | Apr 20, 2026 |
| Maxele Advisors, LLC | History | No change | 22,840 | 3,535 | 2.87% | 2.87% | 439 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Added to | 24,106 | 3,534 | 0.04% | 0.05% | 440 | +1,283 | 5.62% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 23,962 | 3,533 | 0.19% | 0.21% | 442 | -5,749 | -19.35% | Q1 2026 | May 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 24,102 | 3,533 | 1.18% | 1.23% | 441 | -108 | -0.45% | Q1 2026 | May 08, 2026 |
| Jacobi Capital Management LLC | History | Added to | 24,093 | 3,532 | 0.2% | 0.2% | 443 | +1,908 | 8.6% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 23,949 | 3,511 | 0.02% | 0.02% | 444 | -4,419 | -15.58% | Q1 2026 | Apr 29, 2026 |
| Massachusetts Wealth Management | History | Added to | 23,919 | 3,506 | 1.52% | 1.68% | 445 | +621 | 2.67% | Q1 2026 | Apr 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 23,941 | 3,491 | 0.09% | 0.1% | 446 | +8,202 | 52.11% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 23,810 | 3,490 | 0.06% | 0.06% | 447 | +1,385 | 6.18% | Q1 2026 | Apr 22, 2026 |
| SYON CAPITAL LLC | History | Reduced | 23,717 | 3,477 | 0.17% | 0.18% | 448 | -130 | -0.55% | Q1 2026 | May 13, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 23,609 | 3,461 | 1.84% | 4.54% | 449 | -28,482 | -54.68% | Q1 2026 | Apr 20, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 23,961 | 3,454 | 1.72% | 2.67% | 450 | -7,496 | -23.83% | Q1 2026 | May 01, 2026 |
| One Day In July LLC | History | Added to | 23,488 | 3,443 | 0.28% | 0.26% | 451 | +2,903 | 14.1% | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | Reduced | 23,440 | 3,436 | 0.33% | 0.36% | 452 | -795 | -3.28% | Q1 2026 | Apr 28, 2026 |
| Rockingstone Advisors LLC | History | Added to | 23,344 | 3,422 | 1.57% | 1.64% | 453 | +125 | 0.54% | Q1 2026 | Apr 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 23,203 | 3,402 | 0.01% | 0.01% | 454 | +1,088 | 4.92% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 23,203 | 3,401 | 0.07% | 0.09% | 455 | -4,163 | -15.21% | Q1 2026 | May 01, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 23,568 | 3,389 | 0.05% | 0.01% | 456 | +20,255 | 611.38% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 23,108 | 3,387 | 0.15% | 0.67% | 457 | -67,958 | -74.62% | Q1 2026 | Apr 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 23,070 | 3,382 | 0.37% | 0.35% | 458 | +1,776 | 8.34% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Added to | 23,062 | 3,381 | 0.06% | 0.07% | 459 | +140 | 0.61% | Q1 2026 | Apr 17, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 22,867 | 3,352 | 0.14% | 0.11% | 460 | +6,056 | 36.02% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,834 | 3,347 | 0.07% | 0.06% | 461 | +4,539 | 24.81% | Q1 2026 | May 14, 2026 |
| Alphadyne Asset Management LP | History | New | 22,773 | 3,338 | 0.06% | — | 462 | +22,773 | New | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | Added to | 22,745 | 3,334 | 1.06% | 1.11% | 463 | +194 | 0.86% | Q1 2026 | May 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 21,485 | 3,325 | 0.15% | 0.15% | 464 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 22,613 | 3,315 | 0.16% | 0.17% | 465 | -317 | -1.38% | Q1 2026 | May 05, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 22,434 | 3,289 | 2.31% | 2.35% | 466 | -873 | -3.75% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | New | 22,001 | 3,273 | 0.05% | — | 467 | +22,001 | New | Q1 2026 | Apr 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 22,288 | 3,268 | 0.0% | 0.01% | 468 | -1,651 | -6.9% | Q1 2026 | May 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 22,190 | 3,253 | 0.01% | 0.01% | 469 | +2,528 | 12.86% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 22,122 | 3,243 | 0.04% | 0.06% | 470 | -172 | -0.77% | Q1 2026 | May 01, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 21,961 | 3,219 | 0.97% | 0.77% | 471 | +5,248 | 31.4% | Q1 2026 | Apr 22, 2026 |
| Tandem Investment Partners LLC | History | Added to | 21,935 | 3,215 | 2.73% | 2.78% | 472 | +670 | 3.15% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 21,681 | 3,178 | 0.12% | 0.14% | 473 | -3,209 | -12.89% | Q1 2026 | Apr 28, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 21,641 | 3,172 | 1.29% | 1.33% | 474 | -256 | -1.17% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 21,440 | 3,143 | 0.06% | 0.07% | 475 | -1,614 | -7.0% | Q1 2026 | May 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 21,412 | 3,139 | 0.18% | 0.12% | 476 | +8,575 | 66.8% | Q1 2026 | Apr 09, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 21,371 | 3,133 | 0.33% | 0.39% | 477 | -2,132 | -9.07% | Q1 2026 | May 06, 2026 |
| CWC Advisors, LLC. | History | Reduced | 21,360 | 3,131 | 1.49% | 1.61% | 478 | -134 | -0.62% | Q1 2026 | Apr 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 21,336 | 3,128 | 0.03% | 0.03% | 479 | -1,818 | -7.85% | Q1 2026 | May 01, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 21,305 | 3,123 | 0.09% | 0.02% | 480 | +15,399 | 260.73% | Q1 2026 | Apr 10, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 21,213 | 3,109 | 0.63% | 0.48% | 481 | +3,965 | 22.99% | Q1 2026 | Apr 08, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 21,188 | 3,106 | 0.75% | 0.68% | 482 | +3,854 | 22.23% | Q1 2026 | May 11, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 21,123 | 3,096 | 1.91% | 2.03% | 483 | -504 | -2.33% | Q1 2026 | Apr 16, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 20,984 | 3,076 | 1.17% | 1.13% | 484 | +1,007 | 5.04% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 20,976 | 3,075 | 0.14% | 0.13% | 485 | +2,210 | 11.78% | Q1 2026 | May 12, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 20,879 | 3,061 | 2.45% | 2.44% | 486 | +1,197 | 6.08% | Q1 2026 | May 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 20,695 | 3,034 | 0.83% | 0.94% | 487 | -1,073 | -4.93% | Q1 2026 | Apr 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 20,658 | 3,028 | 0.02% | 0.02% | 488 | -2,871 | -12.2% | Q1 2026 | May 05, 2026 |
| Marion Wealth Management | History | Added to | 20,658 | 3,028 | 0.67% | 0.72% | 489 | +149 | 0.73% | Q1 2026 | May 12, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 20,603 | 3,020 | 0.76% | 0.84% | 490 | -325 | -1.55% | Q1 2026 | May 07, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 20,544 | 3,012 | 0.79% | 0.85% | 491 | +172 | 0.84% | Q1 2026 | Apr 09, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 20,535 | 3,010 | 1.08% | 1.11% | 492 | +599 | 3.0% | Q1 2026 | May 14, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 20,483 | 3,003 | 0.42% | 0.45% | 493 | -1,800 | -8.08% | Q1 2026 | Apr 09, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 20,467 | 3,000 | 2.69% | 2.62% | 494 | +1,378 | 7.22% | Q1 2026 | Apr 29, 2026 |
| Freestone Grove Partners LP | History | New | 20,458 | 2,999 | 0.02% | — | 495 | +20,458 | New | Q1 2026 | May 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 20,450 | 2,997 | 0.08% | 0.06% | 496 | +5,660 | 38.27% | Q1 2026 | Apr 28, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | New | 20,438 | 2,996 | 1.62% | — | 497 | +20,438 | New | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 20,670 | 2,991 | 0.04% | 0.04% | 498 | -63 | -0.3% | Q1 2026 | May 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 20,395 | 2,990 | 0.35% | 0.1% | 499 | +15,879 | 351.62% | Q1 2026 | May 15, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 20,285 | 2,973 | 0.71% | 0.82% | 500 | -2,064 | -9.24% | Q1 2026 | Apr 22, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 20,284 | 2,973 | 0.46% | 0.46% | 501 | +1,443 | 7.66% | Q1 2026 | Apr 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 20,246 | 2,968 | 0.33% | 0.35% | 502 | -443 | -2.14% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Reduced | 20,210 | 2,962 | 0.03% | 0.03% | 503 | -1,133 | -5.31% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 20,206 | 2,962 | 0.17% | 0.18% | 504 | +791 | 4.07% | Q1 2026 | May 14, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 20,203 | 2,962 | 2.02% | 2.12% | 505 | -361 | -1.76% | Q1 2026 | Apr 16, 2026 |
| Circle Wealth Management, LLC | History | Added to | 20,141 | 2,952 | 0.04% | 0.05% | 506 | +7 | 0.03% | Q1 2026 | May 11, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 19,883 | 2,915 | 1.19% | 1.26% | 507 | +390 | 2.0% | Q1 2026 | Apr 27, 2026 |
| Bank of Marin | History | Added to | 19,872 | 2,913 | 2.13% | 2.08% | 508 | +392 | 2.01% | Q1 2026 | May 14, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 19,833 | 2,907 | 0.08% | 0.08% | 509 | -53 | -0.27% | Q1 2026 | May 01, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 19,791 | 2,894 | 0.8% | 0.83% | 510 | +1,406 | 7.65% | Q1 2026 | Apr 08, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 19,717 | 2,890 | 0.57% | 0.79% | 512 | -5,368 | -21.4% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 19,717 | 2,890 | 0.16% | 0.17% | 511 | +436 | 2.26% | Q1 2026 | Apr 20, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 19,700 | 2,888 | 0.06% | 0.06% | 513 | -228 | -1.14% | Q1 2026 | Apr 15, 2026 |
| Juno Financial Group LLC | History | Reduced | 19,565 | 2,868 | 1.12% | 1.21% | 514 | -16 | -0.08% | Q1 2026 | May 06, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 19,550 | 2,866 | 0.16% | 0.18% | 515 | -939 | -4.58% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 19,533 | 2,857 | 0.06% | 0.07% | 516 | -1,455 | -6.93% | Q1 2026 | Apr 28, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 19,480 | 2,855 | 2.52% | 2.21% | 517 | -1,255 | -6.05% | Q1 2026 | May 04, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 19,445 | 2,850 | 1.26% | 1.32% | 518 | +753 | 4.03% | Q1 2026 | Apr 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 19,433 | 2,849 | 0.15% | 0.15% | 519 | +435 | 2.29% | Q1 2026 | Apr 13, 2026 |
| Boltwood Capital Management | History | Added to | 19,422 | 2,847 | 0.73% | 0.76% | 520 | +646 | 3.44% | Q1 2026 | Apr 07, 2026 |
| CMG Global Holdings, LLC | History | Added to | 19,164 | 2,809 | 1.34% | 1.32% | 521 | +85 | 0.45% | Q1 2026 | May 01, 2026 |
| Canton Hathaway, LLC | History | Added to | 19,153 | 2,808 | 0.57% | 0.51% | 522 | +2,147 | 12.62% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 19,153 | 2,807 | 1.38% | 1.41% | 523 | +932 | 5.11% | Q1 2026 | Apr 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 19,124 | 2,803 | 0.14% | 0.16% | 524 | +3 | 0.02% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 19,050 | 2,792 | 0.2% | 0.23% | 525 | -1,732 | -8.33% | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | Added to | 19,009 | 2,786 | 0.02% | 0.02% | 526 | +258 | 1.38% | Q1 2026 | May 13, 2026 |
| DV Trading LLC | History | Added to | 18,920 | 2,773 | 0.07% | 0.0% | 527 | +18,620 | 6206.67% | Q1 2026 | May 15, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 18,830 | 2,760 | 0.28% | 0.27% | 528 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 18,814 | 2,758 | 0.29% | 0.32% | 529 | -404 | -2.1% | Q1 2026 | May 04, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 18,751 | 2,749 | 0.27% | 0.29% | 530 | -397 | -2.07% | Q1 2026 | May 07, 2026 |
| FIL Ltd | History | Reduced | 18,750 | 2,748 | 0.0% | 0.06% | 531 | -538,870 | -96.64% | Q1 2026 | May 15, 2026 |
| Prospect Financial Services LLC | History | Reduced | 18,650 | 2,734 | 1.67% | 1.88% | 532 | -2,503 | -11.83% | Q1 2026 | Apr 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 18,529 | 2,716 | 0.03% | 0.03% | 533 | -1,157 | -5.88% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 18,501 | 2,712 | 0.03% | 0.03% | 534 | +1,681 | 9.99% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 18,481 | 2,709 | 0.04% | 0.06% | 535 | -3,775 | -16.96% | Q1 2026 | May 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 18,346 | 2,689 | 0.57% | 0.61% | 536 | +37 | 0.2% | Q1 2026 | May 08, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 18,302 | 2,683 | 0.56% | 0.66% | 538 | -1,179 | -6.05% | Q1 2026 | May 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 18,305 | 2,683 | 0.64% | 0.68% | 537 | +50 | 0.27% | Q1 2026 | Apr 28, 2026 |
| Tepp RIA, LLC | History | Reduced | 18,296 | 2,682 | 2.1% | 2.91% | 539 | -714 | -3.76% | Q1 2026 | Apr 22, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 18,206 | 2,669 | 0.11% | 0.11% | 540 | -855 | -4.49% | Q1 2026 | Apr 13, 2026 |
| Diametric Capital, LP | History | New | 18,181 | 2,665 | 0.69% | — | 541 | +18,181 | New | Q1 2026 | May 15, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 17,983 | 2,657 | 1.71% | 1.82% | 542 | +593 | 3.41% | Q1 2026 | Apr 16, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 18,115 | 2,655 | 0.04% | 0.05% | 543 | -563 | -3.01% | Q1 2026 | May 05, 2026 |
| Chesapeake Wealth Management | History | Reduced | 18,101 | 2,653 | 0.81% | 0.87% | 544 | -820 | -4.33% | Q1 2026 | May 18, 2026 |
| Next Capital Management LLC | History | Added to | 18,001 | 2,639 | 0.8% | 0.89% | 545 | +36 | 0.2% | Q1 2026 | May 07, 2026 |
| McGuire Investment Group, LLC | History | Added to | 17,963 | 2,633 | 0.3% | 0.28% | 546 | +887 | 5.19% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 17,950 | 2,631 | 0.07% | 0.07% | 547 | +777 | 4.52% | Q1 2026 | May 14, 2026 |
| Sierra Capital LLC | History | No change | 17,911 | 2,626 | 0.29% | 0.29% | 548 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 17,784 | 2,607 | 0.08% | 0.09% | 549 | -1,417 | -7.38% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 17,769 | 2,605 | 6.09% | — | 550 | +17,769 | New | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 17,738 | 2,600 | 0.66% | 0.74% | 551 | +88 | 0.5% | Q1 2026 | Apr 29, 2026 |
| Markin Asset Management, LP | History | Added to | 17,709 | 2,596 | 2.85% | 2.63% | 552 | +2,221 | 14.34% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 17,606 | 2,581 | 1.37% | 1.58% | 553 | -1,484 | -7.77% | Q1 2026 | Apr 16, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 17,599 | 2,580 | 0.21% | 0.19% | 554 | +1,942 | 12.4% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 17,556 | 2,573 | 0.02% | 0.02% | 555 | -365 | -2.04% | Q1 2026 | May 01, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 17,485 | 2,563 | 0.21% | 0.21% | 556 | -15 | -0.09% | Q1 2026 | Apr 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 17,442 | 2,557 | 0.89% | 1.25% | 557 | -4,577 | -20.79% | Q1 2026 | May 04, 2026 |
| Avalon Trust Co | History | Added to | 17,383 | 2,548 | 0.18% | 0.17% | 558 | +310 | 1.82% | Q1 2026 | May 06, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 17,317 | 2,538 | 2.17% | 2.83% | 559 | -1,658 | -8.74% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 17,312 | 2,538 | 0.05% | 0.05% | 560 | -433 | -2.44% | Q1 2026 | Apr 14, 2026 |
| Activest Wealth Management | History | Added to | 17,262 | 2,530 | 0.44% | 0.23% | 561 | +9,242 | 115.24% | Q1 2026 | Apr 15, 2026 |
| HOWE & RUSLING INC | History | Added to | 17,254 | 2,529 | 0.17% | 0.05% | 562 | +12,227 | 243.23% | Q1 2026 | Apr 28, 2026 |
| AdvisorShares Investments LLC | History | New | 17,125 | 2,510 | 0.46% | — | 563 | +17,125 | New | Q1 2026 | Apr 28, 2026 |
| Edgestream Partners, L.P. | History | Added to | 16,975 | 2,488 | 0.08% | 0.07% | 564 | +1,530 | 9.91% | Q1 2026 | May 18, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 16,864 | 2,472 | 0.13% | 0.18% | 565 | -3,249 | -16.15% | Q1 2026 | Apr 16, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 16,809 | 2,464 | 0.1% | 0.01% | 566 | +14,824 | 746.8% | Q1 2026 | May 14, 2026 |
| ROCKLAND TRUST CO | History | Added to | 16,746 | 2,455 | 0.1% | 0.06% | 567 | +6,988 | 71.61% | Q1 2026 | Apr 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 16,595 | 2,432 | 0.01% | 0.01% | 568 | -3,204 | -16.18% | Q1 2026 | May 11, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 16,584 | 2,431 | 2.06% | 2.08% | 569 | -35 | -0.21% | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16,543 | 2,425 | 0.08% | 0.11% | 570 | -4,153 | -20.07% | Q1 2026 | Apr 07, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 16,382 | 2,420 | 0.89% | 0.43% | 571 | +9,345 | 132.8% | Q1 2026 | Apr 14, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 16,431 | 2,408 | 1.85% | 1.95% | 572 | -538 | -3.17% | Q1 2026 | Apr 20, 2026 |
| Columbus Macro, LLC | History | Reduced | 16,324 | 2,393 | 0.26% | 0.28% | 573 | -102 | -0.62% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,238 | 2,380 | 0.04% | 0.04% | 574 | +1,591 | 10.86% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Reduced | 16,219 | 2,377 | 0.22% | 0.24% | 575 | -584 | -3.48% | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 16,054 | 2,353 | 0.07% | 0.07% | 576 | -12 | -0.07% | Q1 2026 | Apr 29, 2026 |
| Flagship Capital Management Inc. | History | Added to | 15,976 | 2,342 | 1.72% | 1.73% | 577 | +185 | 1.17% | Q1 2026 | Apr 21, 2026 |
| RiverGlades Family Offices LLC | History | New | 15,919 | 2,333 | 1.37% | — | 578 | +15,919 | New | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | Reduced | 15,818 | 2,319 | 0.63% | 0.66% | 579 | -23 | -0.15% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 15,755 | 2,309 | 0.09% | 0.45% | 580 | -10,371 | -39.7% | Q1 2026 | May 15, 2026 |
| CABANA LLC | History | No change | 15,697 | 2,301 | 18.06% | 18.21% | 581 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SkyView Investment Advisors, LLC | History | New | 15,613 | 2,289 | 0.31% | — | 582 | +15,613 | New | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 15,411 | 2,276 | 0.0% | 0.0% | 583 | +14,230 | 1204.91% | Q1 2026 | May 05, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 15,493 | 2,271 | 0.44% | 0.35% | 584 | +268 | 1.76% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 15,389 | 2,256 | 0.01% | 0.02% | 585 | -3,217 | -17.29% | Q1 2026 | May 13, 2026 |
| SFMG, LLC | History | Reduced | 15,326 | 2,246 | 0.15% | 0.16% | 586 | -28 | -0.18% | Q1 2026 | May 12, 2026 |
| Colony Family Offices, LLC | History | No change | 15,318 | 2,245 | 0.55% | 0.59% | 587 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,446 | 2,236 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 15,208 | 2,229 | 0.16% | 0.16% | 589 | -85 | -0.56% | Q1 2026 | Apr 28, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 15,188 | 2,226 | 0.48% | 0.49% | 590 | +668 | 4.6% | Q1 2026 | May 14, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 15,169 | 2,223 | 0.18% | 0.22% | 591 | -3,454 | -18.55% | Q1 2026 | Apr 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 15,079 | 2,210 | 0.08% | 0.08% | 592 | +1,651 | 12.3% | Q1 2026 | May 11, 2026 |
| Aspire Capital Advisors LLC | History | New | 15,007 | 2,200 | 0.5% | — | 594 | +15,007 | New | Q1 2026 | Apr 22, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 15,009 | 2,200 | 1.46% | 1.57% | 593 | -405 | -2.63% | Q1 2026 | May 18, 2026 |
| City Center Advisors, LLC | History | Added to | 15,005 | 2,199 | 2.03% | 2.05% | 595 | +594 | 4.12% | Q1 2026 | Apr 07, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 14,857 | 2,178 | 0.2% | 0.31% | 596 | -2,279 | -13.3% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 14,661 | 2,149 | 0.01% | 0.01% | 597 | +324 | 2.26% | Q1 2026 | May 15, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 14,645 | 2,147 | 0.22% | 0.62% | 598 | -16,706 | -53.29% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 14,613 | 2,142 | 0.13% | 0.14% | 599 | -154 | -1.04% | Q1 2026 | May 13, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 14,556 | 2,134 | 0.38% | 0.41% | 600 | +456 | 3.23% | Q1 2026 | Apr 09, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 14,553 | 2,133 | 0.6% | 0.65% | 601 | -619 | -4.08% | Q1 2026 | Apr 10, 2026 |
| J. Team Financial, Inc. | History | Added to | 14,549 | 2,133 | 2.39% | 2.24% | 602 | +38 | 0.26% | Q1 2026 | Apr 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 14,525 | 2,129 | 0.21% | 0.23% | 603 | -638 | -4.21% | Q1 2026 | Apr 30, 2026 |
| Fluent Financial, LLC | History | Reduced | 14,373 | 2,126 | 0.78% | 0.87% | 604 | -296 | -2.02% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 14,489 | 2,124 | 0.13% | 0.11% | 605 | +44 | 0.3% | Q1 2026 | Apr 28, 2026 |
| Crews Bank & Trust | History | Reduced | 14,441 | 2,117 | 0.31% | 0.33% | 606 | -605 | -4.02% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 14,372 | 2,107 | 0.12% | 0.13% | 607 | +99 | 0.69% | Q1 2026 | Apr 28, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 14,285 | 2,094 | 0.4% | 0.41% | 608 | +334 | 2.39% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 14,175 | 2,078 | 0.34% | 0.38% | 609 | +5 | 0.04% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 14,171 | 2,077 | 0.02% | 0.02% | 610 | +2,933 | 26.1% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,110 | 2,068 | 0.12% | 0.11% | 611 | +2,432 | 20.83% | Q1 2026 | Apr 30, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 14,022 | 2,055 | 0.16% | 0.19% | 613 | -1,976 | -12.35% | Q1 2026 | May 13, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 13,278 | 2,055 | 0.07% | 0.07% | 612 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 13,992 | 2,051 | 0.14% | 0.14% | 614 | -98 | -0.7% | Q1 2026 | May 21, 2026 |
| Capital Investment Counsel, Inc | History | Reduced | 13,917 | 2,040 | 0.25% | 0.26% | 615 | -400 | -2.79% | Q1 2026 | Apr 21, 2026 |
| Sequent Planning LLC | History | Added to | 13,901 | 2,038 | 0.49% | 0.51% | 616 | +950 | 7.34% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 13,855 | 2,031 | 0.12% | 0.11% | 617 | +2,334 | 20.26% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,728 | 2,028 | 0.14% | 0.17% | 619 | -2,783 | -16.86% | Q1 2026 | May 01, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 13,835 | 2,028 | 0.85% | 0.9% | 618 | -101 | -0.72% | Q1 2026 | Apr 28, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 13,717 | 2,011 | 1.32% | 1.4% | 620 | -256 | -1.83% | Q1 2026 | Apr 28, 2026 |
| Jump Financial, LLC | History | Reduced | 13,673 | 2,004 | 0.03% | 0.04% | 621 | -6,765 | -33.1% | Q1 2026 | May 14, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 13,660 | 2,002 | 0.99% | 1.12% | 622 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cypress Capital Group | History | Reduced | 13,648 | 2,000 | 0.22% | 0.24% | 623 | -170 | -1.23% | Q1 2026 | May 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 13,619 | 1,996 | 0.11% | 0.48% | 624 | -44,444 | -76.54% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 13,553 | 1,987 | 0.0% | 0.0% | 625 | +38 | 0.28% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 13,525 | 1,982 | 0.06% | 0.06% | 626 | +947 | 7.53% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | Added to | 13,481 | 1,976 | 0.09% | 0.09% | 627 | +541 | 4.18% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 13,471 | 1,974 | 0.15% | 0.18% | 628 | -907 | -6.31% | Q1 2026 | May 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 13,303 | 1,950 | 0.03% | 0.03% | 629 | -378 | -2.76% | Q1 2026 | May 01, 2026 |
| Centennial Bank/AR/ | History | Added to | 13,232 | 1,939 | 0.7% | 0.67% | 631 | +2,287 | 20.9% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 12,528 | 1,939 | 0.0% | 0.0% | 630 | +888 | 7.63% | Q1 2026 | May 15, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 13,199 | 1,935 | 1.59% | 1.72% | 632 | -431 | -3.16% | Q1 2026 | Apr 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 13,068 | 1,915 | 0.01% | 0.01% | 633 | +3,314 | 33.98% | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 13,057 | 1,914 | 0.03% | 0.03% | 634 | -312 | -2.33% | Q1 2026 | May 11, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 12,960 | 1,900 | 0.3% | 0.37% | 635 | -2,458 | -15.94% | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 12,873 | 1,887 | 0.14% | 0.12% | 636 | +1,165 | 9.95% | Q1 2026 | Apr 20, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 12,800 | 1,876 | 0.38% | 0.39% | 637 | -326 | -2.48% | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | Added to | 12,777 | 1,873 | 0.72% | 0.27% | 638 | +8,252 | 182.36% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 12,760 | 1,870 | 0.01% | 0.01% | 639 | -1,672 | -11.59% | Q1 2026 | May 14, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 12,746 | 1,868 | 0.34% | 0.35% | 640 | +271 | 2.17% | Q1 2026 | May 01, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 12,673 | 1,858 | 1.18% | 1.3% | 641 | -893 | -6.58% | Q1 2026 | Apr 24, 2026 |
| Narus Financial Partners, LLC | History | Added to | 12,656 | 1,855 | 0.49% | 0.53% | 642 | +154 | 1.23% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 12,612 | 1,849 | 0.27% | 0.27% | 643 | +901 | 7.69% | Q1 2026 | Apr 21, 2026 |
| Symmetry Partners, LLC | History | New | 12,581 | 1,844 | 0.11% | — | 644 | +12,581 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 12,554 | 1,840 | 0.02% | 0.01% | 646 | +8,194 | 187.94% | Q1 2026 | May 15, 2026 |
| WP Advisors, LLC | History | Reduced | 12,552 | 1,840 | 0.48% | 0.48% | 645 | -7 | -0.06% | Q1 2026 | May 04, 2026 |
| Helium Advisors LLC | History | Reduced | 12,534 | 1,837 | 1.75% | 2.23% | 647 | -1,713 | -12.02% | Q1 2026 | May 05, 2026 |
| Providence First Trust Co | History | Reduced | 12,503 | 1,833 | 0.64% | 0.88% | 648 | -3,934 | -23.93% | Q1 2026 | May 04, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 12,483 | 1,830 | 1.13% | 1.13% | 649 | +5 | 0.04% | Q1 2026 | May 05, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 12,466 | 1,827 | 1.14% | — | 650 | +12,466 | New | Q1 2026 | Apr 14, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 12,458 | 1,826 | 0.11% | 0.11% | 651 | -184 | -1.46% | Q1 2026 | Apr 29, 2026 |
| Realta Investment Advisors | History | Added to | 12,449 | 1,825 | 0.63% | 0.61% | 652 | +420 | 3.49% | Q1 2026 | Apr 22, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 12,413 | 1,822 | 0.98% | 1.39% | 653 | -3,994 | -24.34% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 12,390 | 1,816 | 0.0% | — | 654 | +12,390 | New | Q1 2026 | May 12, 2026 |
| GM Advisory Group, LLC | History | Added to | 12,366 | 1,812 | 0.07% | 0.07% | 655 | +211 | 1.74% | Q1 2026 | Apr 28, 2026 |
| Montecito Bank & Trust | History | Reduced | 12,312 | 1,805 | 0.3% | 0.3% | 656 | -50 | -0.4% | Q1 2026 | Apr 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,253 | 1,796 | 0.11% | 0.12% | 657 | +180 | 1.49% | Q1 2026 | Apr 27, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Added to | 12,223 | 1,792 | 0.3% | 0.28% | 658 | +2,078 | 20.48% | Q1 2026 | Apr 16, 2026 |
| M3 Advisory Group, LLC | History | Added to | 12,162 | 1,783 | 1.1% | 1.14% | 659 | +113 | 0.94% | Q1 2026 | Apr 22, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 12,087 | 1,772 | 0.27% | 0.28% | 660 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CVS HEALTH Corp | History | New | 12,000 | 1,759 | 0.83% | — | 663 | +12,000 | New | Q1 2026 | May 07, 2026 |
| Intellectus Partners, LLC | History | Added to | 12,002 | 1,759 | 0.36% | 0.29% | 662 | +2,227 | 22.78% | Q1 2026 | Apr 10, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 11,998 | 1,759 | 0.04% | 0.04% | 661 | -286 | -2.33% | Q1 2026 | May 12, 2026 |
| Clarus Wealth Advisors | History | Added to | 11,954 | 1,752 | 0.75% | 0.75% | 664 | +448 | 3.89% | Q1 2026 | Apr 08, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 11,907 | 1,744 | 0.13% | 0.31% | 665 | -21,238 | -64.08% | Q1 2026 | May 20, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 11,877 | 1,741 | 0.33% | 0.36% | 666 | -289 | -2.38% | Q1 2026 | May 07, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 11,780 | 1,727 | 0.31% | 0.37% | 667 | -984 | -7.71% | Q1 2026 | Apr 22, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 11,713 | 1,717 | 1.26% | 1.48% | 668 | -1,345 | -10.3% | Q1 2026 | May 08, 2026 |
| Pictet North America Advisors SA | History | Reduced | 11,707 | 1,716 | 0.17% | 0.18% | 669 | -572 | -4.66% | Q1 2026 | Apr 14, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 11,687 | 1,713 | 0.55% | 0.61% | 670 | -999 | -7.87% | Q1 2026 | Apr 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 11,668 | 1,710 | 0.03% | 0.03% | 671 | +796 | 7.32% | Q1 2026 | May 14, 2026 |
| Redwood Financial Network Corp | History | Added to | 11,634 | 1,705 | 1.12% | 1.03% | 672 | +1,186 | 11.35% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11,600 | 1,700 | 0.04% | 0.04% | 673 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Luminist Capital LLC | History | Added to | 11,562 | 1,695 | 2.25% | 2.1% | 674 | +559 | 5.08% | Q1 2026 | Apr 24, 2026 |
| Janney Capital Management LLC | History | No change | 10,913 | 1,689 | 0.11% | 0.11% | 675 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 11,481 | 1,683 | 0.41% | 0.46% | 676 | -491 | -4.1% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 11,366 | 1,666 | 0.01% | 0.01% | 677 | -6 | -0.05% | Q1 2026 | May 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 11,239 | 1,647 | 0.18% | 0.19% | 678 | +115 | 1.03% | Q1 2026 | May 11, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 11,275 | 1,646 | 0.27% | 0.34% | 679 | -1,823 | -13.92% | Q1 2026 | May 08, 2026 |
| GFS Advisors, LLC | History | New | 26,975 | 1,636 | 0.21% | — | 680 | +26,975 | New | Q1 2026 | Apr 30, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 11,030 | 1,617 | 1.09% | 1.07% | 681 | +1,760 | 18.99% | Q1 2026 | May 04, 2026 |
| V2 Financial group LLC | History | Added to | 11,035 | 1,617 | 0.75% | 0.84% | 682 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 10,701 | 1,568 | 0.31% | 0.33% | 683 | +731 | 7.33% | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | Reduced | 10,687 | 1,566 | 0.4% | 0.47% | 684 | -83 | -0.77% | Q1 2026 | May 07, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 10,658 | 1,562 | 0.05% | 0.06% | 685 | -191 | -1.76% | Q1 2026 | Apr 20, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 10,649 | 1,561 | 0.05% | 0.07% | 686 | -1,584 | -12.95% | Q1 2026 | May 14, 2026 |
| Curat Global, LLC | History | Added to | 11,096 | 1,558 | 1.53% | 1.03% | 687 | +5,131 | 86.02% | Q1 2026 | Apr 21, 2026 |
| Allianz Asset Management GmbH | History | No change | 10,600 | 1,554 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Thomasville National Bank | History | No change | 10,023 | 1,551 | 0.1% | 0.1% | 689 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vantage Financial Partners, LLC | History | No change | 9,984 | 1,545 | 0.31% | 0.31% | 690 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,480 | 1,536 | 0.02% | 0.02% | 691 | +89 | 0.86% | Q1 2026 | May 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 10,467 | 1,534 | 0.89% | 0.81% | 692 | +1,714 | 19.58% | Q1 2026 | May 13, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 10,449 | 1,531 | 1.3% | 1.26% | 693 | -87 | -0.83% | Q1 2026 | Apr 17, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 10,397 | 1,524 | 0.59% | 0.67% | 694 | -661 | -5.98% | Q1 2026 | Apr 08, 2026 |
| Point Windward Advisors Inc. | History | Reduced | 10,236 | 1,500 | 0.75% | 0.76% | 695 | -10 | -0.1% | Q1 2026 | Apr 09, 2026 |
| FineMark National Bank & Trust | History | No change | 9,619 | 1,489 | 0.05% | 0.05% | 696 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Reduced | 10,104 | 1,481 | 0.04% | 0.03% | 697 | -237 | -2.29% | Q1 2026 | May 11, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 10,059 | 1,474 | 0.33% | 0.39% | 699 | -1,303 | -11.47% | Q1 2026 | Apr 27, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 10,059 | 1,474 | 1.02% | 1.08% | 698 | -134 | -1.31% | Q1 2026 | May 08, 2026 |
| Encore Global Management, LP | History | New | 10,000 | 1,466 | 1.02% | — | 701 | +10,000 | New | Q1 2026 | May 15, 2026 |
| SCP Investment, LP | History | No change | 10,000 | 1,466 | 1.62% | 1.26% | 700 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 9,975 | 1,462 | 0.95% | 1.01% | 702 | -152 | -1.5% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,963 | 1,460 | 0.08% | 0.09% | 703 | -406 | -3.92% | Q1 2026 | Apr 17, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 9,926 | 1,455 | 0.74% | 0.87% | 704 | +411 | 4.32% | Q1 2026 | May 14, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 9,918 | 1,454 | 0.14% | 0.13% | 705 | +556 | 5.94% | Q1 2026 | Apr 02, 2026 |
| Fulcrum Equity Management | History | Reduced | 9,854 | 1,444 | 1.4% | 1.59% | 706 | -863 | -8.05% | Q1 2026 | Apr 02, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 9,817 | 1,439 | 0.06% | 0.06% | 707 | -641 | -6.13% | Q1 2026 | Apr 10, 2026 |
| NWAM LLC | History | Reduced | 9,746 | 1,428 | 0.08% | 0.09% | 708 | -131 | -1.33% | Q1 2026 | May 04, 2026 |
| Thrive Capital Management, LLC | History | Added to | 9,704 | 1,422 | 0.31% | 0.28% | 709 | +1,577 | 19.4% | Q1 2026 | Apr 27, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 9,695 | 1,421 | 0.32% | 0.33% | 710 | +1,141 | 13.34% | Q1 2026 | Apr 08, 2026 |
| Hudock, Inc. | History | Added to | 9,604 | 1,408 | 0.21% | 0.21% | 711 | +213 | 2.27% | Q1 2026 | May 13, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 9,590 | 1,405 | 0.18% | 0.17% | 712 | +766 | 8.68% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,525 | 1,396 | 0.06% | 0.06% | 713 | +600 | 6.72% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,497 | 1,392 | 0.05% | 0.05% | 714 | +269 | 2.92% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 9,482 | 1,390 | 0.1% | 0.1% | 715 | +683 | 7.76% | Q1 2026 | Apr 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 9,451 | 1,385 | 0.08% | 0.03% | 716 | +7,037 | 291.51% | Q1 2026 | Apr 21, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 9,384 | 1,375 | 0.86% | 0.85% | 717 | -282 | -2.92% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9,366 | 1,373 | 0.04% | 0.05% | 718 | -26 | -0.28% | Q1 2026 | May 15, 2026 |
| Midwest Financial Group LLC | History | Added to | 9,356 | 1,371 | 0.58% | 0.63% | 719 | +120 | 1.3% | Q1 2026 | Apr 22, 2026 |
| BIRCHBROOK, INC. | History | Added to | 9,343 | 1,369 | 0.67% | 0.69% | 720 | +431 | 4.84% | Q1 2026 | Apr 08, 2026 |
| Glenview Trust Co | History | Reduced | 9,314 | 1,365 | 0.02% | 0.02% | 721 | -54 | -0.58% | Q1 2026 | May 08, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 9,070 | 1,357 | 0.37% | 0.57% | 722 | -4,641 | -33.85% | Q1 2026 | Apr 30, 2026 |
| TSFG, LLC | History | Reduced | 9,245 | 1,355 | 0.21% | 0.23% | 723 | -554 | -5.65% | Q1 2026 | Apr 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 9,203 | 1,349 | 0.01% | 0.02% | 724 | +191 | 2.12% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 9,200 | 1,348 | 0.16% | 0.16% | 725 | +540 | 6.24% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | Added to | 9,159 | 1,343 | 0.1% | 0.15% | 726 | +3,222 | 54.27% | Q1 2026 | Apr 28, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 9,150 | 1,341 | 0.35% | 0.41% | 727 | -377 | -3.96% | Q1 2026 | Apr 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 9,112 | 1,335 | 0.91% | — | 728 | +9,112 | New | Q1 2026 | Apr 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 9,105 | 1,334 | 0.11% | — | 729 | +9,105 | New | Q1 2026 | May 14, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 9,094 | 1,333 | 0.05% | 0.05% | 730 | -250 | -2.68% | Q1 2026 | May 13, 2026 |
| Global Financial Private Client, LLC | History | Added to | 9,074 | 1,330 | 0.44% | 0.47% | 731 | +361 | 4.14% | Q1 2026 | Apr 20, 2026 |
| StoneX Group Inc. | History | Reduced | 9,071 | 1,328 | 0.07% | 0.09% | 732 | -4,814 | -34.67% | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | Added to | 9,038 | 1,325 | 0.16% | 0.16% | 733 | +674 | 8.06% | Q1 2026 | Apr 15, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 9,025 | 1,323 | 0.34% | 0.36% | 734 | +222 | 2.52% | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO | History | Reduced | 9,027 | 1,320 | 0.01% | 0.02% | 735 | -743 | -7.6% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 8,911 | 1,306 | 0.08% | 0.1% | 736 | -899 | -9.16% | Q1 2026 | Apr 27, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 8,905 | 1,305 | 0.55% | 0.57% | 737 | +40 | 0.45% | Q1 2026 | May 13, 2026 |
| Legacy Advisors, LLC | History | Reduced | 8,803 | 1,290 | 0.15% | 0.19% | 738 | -2,763 | -23.89% | Q1 2026 | May 05, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 8,799 | 1,290 | 0.56% | 0.3% | 739 | +1,913 | 27.78% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | Added to | 8,786 | 1,288 | 0.03% | 0.03% | 740 | +285 | 3.35% | Q1 2026 | May 11, 2026 |
| Smith Salley Wealth Management | History | Reduced | 8,744 | 1,281 | 0.06% | 0.07% | 741 | -205 | -2.29% | Q1 2026 | Apr 16, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 8,739 | 1,281 | 0.35% | 0.34% | 743 | -197 | -2.2% | Q1 2026 | Apr 28, 2026 |
| Crumly & Associates Inc. | History | Added to | 8,741 | 1,281 | 0.27% | 0.28% | 742 | +135 | 1.57% | Q1 2026 | Apr 02, 2026 |
| Tempo Wealth, LLC | History | Added to | 8,703 | 1,275 | 0.22% | 0.21% | 744 | +988 | 12.81% | Q1 2026 | May 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 8,649 | 1,268 | 0.23% | 0.21% | 745 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| McAdam, LLC | History | Added to | 8,636 | 1,266 | 0.06% | 0.05% | 746 | +1,096 | 14.54% | Q1 2026 | May 08, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 8,540 | 1,252 | 0.26% | 0.26% | 747 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 8,539 | 1,251 | 0.24% | 0.34% | 748 | -3,195 | -27.23% | Q1 2026 | Apr 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 8,533 | 1,251 | 0.11% | 0.11% | 749 | +668 | 8.49% | Q1 2026 | Apr 07, 2026 |
| Betterment LLC | History | Added to | 8,475 | 1,243 | 0.0% | 0.0% | 751 | +521 | 6.55% | Q1 2026 | May 14, 2026 |
| Blue Chip Partners, LLC | History | Added to | 8,481 | 1,243 | 0.09% | 0.09% | 750 | +332 | 4.07% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 8,465 | 1,241 | 0.03% | 0.03% | 752 | -408 | -4.6% | Q1 2026 | May 04, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 8,431 | 1,236 | 0.28% | 0.3% | 753 | -64 | -0.75% | Q1 2026 | Apr 23, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 8,570 | 1,232 | 1.05% | 1.04% | 754 | +696 | 8.84% | Q1 2026 | Apr 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 8,532 | 1,227 | 0.08% | 0.12% | 755 | -8,075 | -48.62% | Q1 2026 | Apr 24, 2026 |
| Bramshill Investments, LLC | History | Reduced | 8,342 | 1,223 | 0.11% | 0.15% | 756 | -9,158 | -52.33% | Q1 2026 | May 15, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 8,335 | 1,221 | 1.17% | 1.26% | 757 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 7,870 | 1,218 | 0.02% | 0.02% | 758 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RMR Wealth Builders | History | Reduced | 8,256 | 1,210 | 0.1% | 0.11% | 759 | -964 | -10.46% | Q1 2026 | Apr 22, 2026 |
| Advisor Resource Council | History | Reduced | 8,250 | 1,209 | 0.39% | 0.55% | 760 | -1,727 | -17.31% | Q1 2026 | May 07, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 8,243 | 1,208 | 0.41% | 0.43% | 761 | -96 | -1.15% | Q1 2026 | May 13, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 8,231 | 1,206 | 0.08% | 0.09% | 762 | -35 | -0.42% | Q1 2026 | May 12, 2026 |
| Diligent Investors, LLC | History | Reduced | 8,198 | 1,201 | 0.3% | 0.31% | 763 | -48 | -0.58% | Q1 2026 | Apr 15, 2026 |
| Ipsen Advisor Group LLC | History | No change | 7,758 | 1,200 | 0.85% | 0.85% | 764 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BIRINYI ASSOCIATES INC | History | Added to | 8,164 | 1,197 | 0.33% | 0.32% | 765 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 8,149 | 1,194 | 0.48% | 0.48% | 766 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 8,128 | 1,191 | 0.01% | 0.01% | 767 | +2,441 | 42.92% | Q1 2026 | May 04, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 8,118 | 1,190 | 0.16% | 0.17% | 768 | +592 | 7.87% | Q1 2026 | Apr 24, 2026 |
| Everest Financial Group LLC | History | Added to | 8,110 | 1,188 | 0.2% | 0.13% | 769 | +4,233 | 109.18% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 8,282 | 1,185 | 0.04% | 0.19% | 770 | -29,480 | -78.07% | Q1 2026 | May 15, 2026 |
| Objective Capital Management, LLC | History | Added to | 8,077 | 1,184 | 1.19% | 1.27% | 771 | +5 | 0.06% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 7,977 | 1,169 | 0.04% | 0.04% | 772 | -103 | -1.27% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 8,183 | 1,168 | 0.02% | 0.02% | 773 | +5,995 | 273.99% | Q1 2026 | May 01, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 7,895 | 1,157 | 0.15% | 0.27% | 774 | -1,216 | -13.35% | Q1 2026 | May 18, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 7,888 | 1,156 | 0.86% | 0.65% | 775 | +2,070 | 35.58% | Q1 2026 | Apr 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 7,849 | 1,150 | 0.3% | 0.2% | 776 | +3,208 | 69.12% | Q1 2026 | May 06, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 7,850 | 1,150 | 0.06% | 0.05% | 777 | +2,216 | 39.33% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,834 | 1,148 | 0.08% | 0.09% | 778 | +310 | 4.12% | Q1 2026 | May 05, 2026 |
| Certified Advisory Corp | History | Reduced | 7,804 | 1,144 | 0.1% | 0.12% | 779 | -815 | -9.46% | Q1 2026 | Apr 17, 2026 |
| WMS Group LLC | History | No change | 7,800 | 1,143 | 1.66% | 1.54% | 780 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| United Bank | History | Reduced | 7,792 | 1,142 | 0.38% | 0.67% | 781 | -4,982 | -39.0% | Q1 2026 | May 01, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 7,785 | 1,141 | 0.29% | 0.29% | 782 | -114 | -1.44% | Q1 2026 | Apr 17, 2026 |
| SMI Advisory Services, LLC | History | Added to | 7,737 | 1,131 | 0.19% | 0.05% | 783 | +5,755 | 290.36% | Q1 2026 | Apr 07, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,703 | 1,129 | 0.55% | 0.52% | 784 | +763 | 10.99% | Q1 2026 | May 07, 2026 |
| Modus Advisors, LLC | History | Reduced | 7,691 | 1,127 | 0.31% | 0.78% | 785 | -11,401 | -59.72% | Q1 2026 | May 04, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 7,644 | 1,120 | 0.54% | 0.55% | 786 | -121 | -1.56% | Q1 2026 | Apr 27, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 1,605 | 1,114 | 0.44% | 0.44% | 788 | -5,744 | -78.16% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 7,602 | 1,114 | 0.07% | 0.07% | 787 | +322 | 4.42% | Q1 2026 | Apr 28, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 7,585 | 1,112 | 0.16% | 1.86% | 790 | -78,865 | -91.23% | Q1 2026 | May 04, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 7,452 | 1,112 | 0.08% | 0.09% | 789 | -176 | -2.31% | Q1 2026 | Apr 13, 2026 |
| Sage Capital Management, LLC | History | Added to | 7,547 | 1,107 | 0.52% | 0.54% | 791 | +16 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Jacobs Equity LLC | History | Reduced | 7,608 | 1,106 | 0.99% | 1.2% | 792 | -420 | -5.23% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,542 | 1,105 | 0.08% | 0.09% | 793 | +48 | 0.64% | Q1 2026 | Apr 22, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 7,500 | 1,099 | 0.01% | 0.01% | 794 | +2,200 | 41.51% | Q1 2026 | May 13, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 7,498 | 1,099 | 0.25% | 0.29% | 795 | -809 | -9.74% | Q1 2026 | Apr 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,481 | 1,096 | 0.03% | 0.03% | 796 | -809 | -9.76% | Q1 2026 | Apr 15, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 7,462 | 1,094 | 0.62% | 0.72% | 797 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cladis Investment Advisory, LLC | History | Added to | 7,460 | 1,093 | 0.6% | 0.62% | 798 | +120 | 1.63% | Q1 2026 | May 15, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 7,380 | 1,081 | 0.01% | 0.16% | 799 | -86,889 | -92.17% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,380 | 1,081 | 0.4% | 0.46% | 800 | -945 | -11.35% | Q1 2026 | May 08, 2026 |
| Dodds Wealth, LLC | History | Reduced | 7,351 | 1,077 | 0.26% | 0.28% | 801 | -30 | -0.41% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 7,312 | 1,072 | 0.03% | 0.04% | 802 | -280 | -3.69% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 7,395 | 1,063 | 0.04% | 0.01% | 804 | +6,179 | 508.14% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,201 | 1,063 | 0.02% | 0.03% | 803 | -4,504 | -38.48% | Q1 2026 | May 14, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 7,237 | 1,061 | 0.62% | 0.64% | 805 | -51 | -0.7% | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | Added to | 7,222 | 1,058 | 0.2% | 0.17% | 806 | +2,104 | 41.11% | Q1 2026 | Apr 27, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 7,210 | 1,057 | 0.97% | 0.89% | 807 | +384 | 5.63% | Q1 2026 | May 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 7,206 | 1,056 | 0.72% | 0.75% | 808 | -24 | -0.33% | Q1 2026 | May 04, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,804 | 1,053 | 0.08% | 0.08% | 809 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 7,151 | 1,048 | 0.09% | — | 810 | +7,151 | New | Q1 2026 | May 06, 2026 |
| January Capital Advisors LLC | History | New | 7,146 | 1,047 | 1.41% | — | 811 | +7,146 | New | Q1 2026 | May 20, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | Added to | 7,134 | 1,045 | 0.54% | 0.21% | 812 | +3,000 | 72.57% | Q1 2026 | May 15, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 7,134 | 1,045 | 0.16% | 0.15% | 813 | +46 | 0.65% | Q1 2026 | May 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,127 | 1,044 | 0.01% | 0.02% | 814 | -581 | -7.54% | Q1 2026 | Apr 08, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 7,121 | 1,044 | 0.48% | 0.51% | 815 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 7,109 | 1,043 | 0.26% | 0.41% | 816 | +4,238 | 147.61% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 7,110 | 1,042 | 0.0% | 0.01% | 817 | -7,962 | -52.83% | Q1 2026 | May 08, 2026 |
| Logan Stone Capital, LLC | History | New | 7,106 | 1,041 | 0.29% | — | 818 | +7,106 | New | Q1 2026 | May 15, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Added to | 7,092 | 1,039 | 0.15% | 0.14% | 819 | +481 | 7.28% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,075 | 1,037 | 0.01% | 0.01% | 820 | +6 | 0.08% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 7,100 | 1,028 | 0.03% | 0.03% | 821 | -76 | -1.06% | Q1 2026 | May 11, 2026 |
| Guardian Partners Inc. | History | Reduced | 7,000 | 1,026 | 0.09% | 0.16% | 823 | -6,000 | -46.15% | Q1 2026 | May 15, 2026 |
| Connective Portfolio Management, LLC | History | Reduced | 7,000 | 1,026 | 2.78% | 3.63% | 824 | -6,000 | -46.15% | Q1 2026 | Apr 16, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 7,000 | 1,026 | 0.56% | 0.61% | 822 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 6,983 | 1,023 | 0.01% | 0.01% | 825 | -449 | -6.04% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,937 | 1,017 | 0.02% | 0.01% | 826 | +1,976 | 39.83% | Q1 2026 | May 07, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 6,905 | 1,012 | 0.52% | 0.54% | 827 | +261 | 3.93% | Q1 2026 | Apr 10, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,870 | 1,007 | 0.06% | 0.06% | 828 | -332 | -4.61% | Q1 2026 | Apr 24, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 6,858 | 1,005 | 0.36% | 0.31% | 829 | +1,431 | 26.37% | Q1 2026 | May 06, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 6,862 | 1,005 | 0.71% | 0.65% | 830 | +817 | 13.52% | Q1 2026 | May 05, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 6,839 | 1,002 | 0.07% | 0.07% | 831 | -370 | -5.13% | Q1 2026 | May 05, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 6,833 | 1,001 | 0.36% | 0.35% | 832 | +2 | 0.03% | Q1 2026 | May 12, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 6,974 | 999 | 0.1% | 0.1% | 834 | +217 | 3.21% | Q1 2026 | May 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 6,816 | 999 | 0.08% | 0.08% | 833 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,785 | 994 | 0.03% | 0.06% | 835 | -6,624 | -49.4% | Q1 2026 | May 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 6,773 | 993 | 0.25% | 0.26% | 836 | +9 | 0.13% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Added to | 6,774 | 992 | 0.07% | 0.08% | 837 | +12 | 0.18% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 6,764 | 991 | 0.35% | 0.37% | 838 | +34 | 0.51% | Q1 2026 | Apr 08, 2026 |
| MKT Advisors LLC | History | Added to | 6,768 | 991 | 0.33% | 0.36% | 839 | +22 | 0.33% | Q1 2026 | Apr 10, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 6,772 | 988 | 0.31% | 0.16% | 840 | +1,030 | 17.94% | Q1 2026 | Apr 23, 2026 |
| GenTrust, LLC | History | Added to | 6,728 | 986 | 0.04% | 0.04% | 841 | +942 | 16.28% | Q1 2026 | Apr 27, 2026 |
| Ledyard National Bank | History | Reduced | 6,704 | 982 | 0.09% | 0.09% | 842 | -75 | -1.11% | Q1 2026 | Apr 24, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 6,865 | 981 | 0.74% | 0.9% | 843 | -237 | -3.34% | Q1 2026 | May 14, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 6,671 | 978 | 0.35% | — | 844 | +6,671 | New | Q1 2026 | Apr 16, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 6,650 | 974 | 0.71% | 0.75% | 845 | +155 | 2.39% | Q1 2026 | Apr 09, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 6,627 | 971 | 0.9% | 0.95% | 846 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 6,595 | 967 | 0.11% | 0.11% | 847 | -352 | -5.07% | Q1 2026 | Apr 28, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 6,576 | 964 | 0.51% | 0.54% | 848 | +26 | 0.4% | Q1 2026 | May 08, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 6,572 | 963 | 0.23% | 0.25% | 849 | +22 | 0.34% | Q1 2026 | Apr 20, 2026 |
| COWA, LLC | History | Added to | 6,561 | 961 | 0.26% | 0.25% | 850 | +1,147 | 21.19% | Q1 2026 | May 14, 2026 |
| Cove Private Wealth, LLC | History | Added to | 6,554 | 960 | 0.22% | 0.16% | 851 | +3,024 | 85.67% | Q1 2026 | May 13, 2026 |
| LPWM LLC | History | Added to | 6,539 | 958 | 0.24% | 0.24% | 852 | +378 | 6.14% | Q1 2026 | Apr 08, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 6,566 | 958 | 0.11% | 0.14% | 853 | -1 | -0.02% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 6,494 | 952 | 0.09% | 0.11% | 854 | -421 | -6.09% | Q1 2026 | Apr 27, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 6,442 | 944 | 0.18% | 0.12% | 855 | +2,234 | 53.09% | Q1 2026 | Apr 29, 2026 |
| NOVEM GROUP | History | Reduced | 6,414 | 940 | 0.11% | 0.12% | 856 | -288 | -4.3% | Q1 2026 | Apr 10, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 6,396 | 937 | 0.17% | 0.19% | 857 | -539 | -7.77% | Q1 2026 | Apr 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 6,377 | 934 | 0.0% | 0.02% | 858 | -30,174 | -82.55% | Q1 2026 | May 04, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 6,375 | 934 | 0.14% | 0.16% | 859 | -22 | -0.34% | Q1 2026 | May 06, 2026 |
| SouthState Bank Corp | History | Added to | 6,364 | 933 | 0.04% | 0.04% | 860 | +903 | 16.54% | Q1 2026 | May 05, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 6,363 | 932 | 0.55% | 0.5% | 861 | +1,964 | 44.65% | Q1 2026 | May 05, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 6,326 | 927 | 0.13% | 0.15% | 862 | +62 | 0.99% | Q1 2026 | Apr 30, 2026 |
| McHugh Group, LLC | History | No change | 6,322 | 926 | 0.55% | 0.56% | 863 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 6,280 | 920 | 0.05% | 0.05% | 864 | +269 | 4.48% | Q1 2026 | May 13, 2026 |
| E&G Advisors, LP | History | Added to | 6,275 | 919 | 0.2% | 0.21% | 865 | +150 | 2.45% | Q1 2026 | Apr 21, 2026 |
| Legacy Private Trust Co. | History | Added to | 6,240 | 914 | 0.06% | 0.05% | 866 | +540 | 9.47% | Q1 2026 | Apr 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 6,224 | 913 | 0.06% | 0.05% | 867 | +2,280 | 57.81% | Q1 2026 | May 08, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 6,362 | 912 | 0.02% | 0.02% | 868 | +1,767 | 38.45% | Q1 2026 | May 11, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 6,209 | 910 | 0.15% | 0.15% | 869 | +260 | 4.37% | Q1 2026 | May 14, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 6,201 | 909 | 0.05% | 0.05% | 870 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 6,164 | 903 | 0.07% | 0.07% | 872 | +265 | 4.49% | Q1 2026 | May 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 6,163 | 903 | 0.18% | 0.19% | 871 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 6,096 | 893 | 0.04% | 0.04% | 873 | +507 | 9.07% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 6,086 | 892 | 0.03% | 0.03% | 874 | -642 | -9.54% | Q1 2026 | May 14, 2026 |
| Montis Financial, LLC | History | Reduced | 6,089 | 892 | 0.18% | 0.19% | 875 | -226 | -3.58% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 6,077 | 890 | 0.04% | 0.06% | 876 | -1,128 | -15.66% | Q1 2026 | Apr 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 6,038 | 885 | 0.55% | 0.01% | 877 | +5,762 | 2087.68% | Q1 2026 | May 01, 2026 |
| Saiph Capital, LLC | History | Added to | 6,037 | 885 | 0.33% | 0.31% | 878 | +540 | 9.82% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 6,021 | 882 | 0.01% | 0.01% | 879 | -460 | -7.1% | Q1 2026 | May 11, 2026 |
| III Capital Management | History | New | 6,000 | 879 | 0.26% | — | 880 | +6,000 | New | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,950 | 871 | 0.02% | 0.02% | 881 | +168 | 2.91% | Q1 2026 | May 04, 2026 |
| WESBANCO BANK INC | History | Added to | 5,937 | 870 | 0.02% | 0.02% | 882 | +150 | 2.59% | Q1 2026 | Apr 21, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 5,933 | 869 | 0.17% | 0.17% | 883 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Reduced | 5,918 | 867 | 0.01% | 0.01% | 884 | -50 | -0.84% | Q1 2026 | May 08, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 5,909 | 866 | 0.04% | 0.04% | 885 | -318 | -5.11% | Q1 2026 | Apr 30, 2026 |
| Pines Wealth Management, LLC | History | Added to | 5,892 | 863 | 0.28% | 0.24% | 886 | +1,079 | 22.42% | Q1 2026 | Apr 08, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 5,872 | 860 | 0.06% | 0.07% | 887 | -379 | -6.06% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,860 | 859 | 0.08% | 0.1% | 888 | -1,508 | -20.47% | Q1 2026 | Apr 30, 2026 |
| Affiance Financial, LLC | History | No change | 5,862 | 859 | 0.14% | 0.15% | 889 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ARROW FINANCIAL CORP | History | No change | 5,852 | 857 | 0.09% | 0.09% | 890 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 5,839 | 856 | 0.14% | 0.14% | 891 | +225 | 4.01% | Q1 2026 | May 15, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 5,833 | 855 | 0.69% | 0.7% | 892 | +33 | 0.57% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 5,812 | 852 | 0.03% | 0.04% | 893 | -1,319 | -18.5% | Q1 2026 | May 07, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 5,815 | 852 | 0.2% | 0.25% | 895 | -99 | -1.67% | Q1 2026 | May 07, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 5,939 | 852 | 0.08% | 0.12% | 894 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| First Citizens Financial Corp | History | Reduced | 5,806 | 851 | 0.4% | 0.46% | 897 | -209 | -3.47% | Q1 2026 | Apr 07, 2026 |
| Narwhal Capital Management | History | Reduced | 5,805 | 851 | 0.06% | 0.07% | 896 | -75 | -1.28% | Q1 2026 | Apr 23, 2026 |
| Forum Financial Management, LP | History | Added to | 5,800 | 850 | 0.01% | 0.01% | 898 | +2,507 | 76.13% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5,792 | 849 | 0.05% | 0.06% | 899 | -99 | -1.68% | Q1 2026 | May 15, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 5,768 | 845 | 0.6% | 0.64% | 900 | -15 | -0.26% | Q1 2026 | Apr 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 5,740 | 841 | 0.02% | 0.02% | 901 | +19 | 0.33% | Q1 2026 | May 07, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 5,731 | 840 | 0.14% | 0.15% | 902 | -38 | -0.66% | Q1 2026 | Apr 28, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 5,716 | 838 | 0.01% | — | 903 | +5,716 | New | Q1 2026 | May 07, 2026 |
| Oakmont Advisory Group, LLC | History | New | 5,700 | 835 | 0.85% | — | 904 | +5,700 | New | Q1 2026 | May 12, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 5,686 | 833 | 0.33% | 0.3% | 906 | +792 | 16.18% | Q1 2026 | May 11, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 5,687 | 833 | 0.05% | 0.05% | 905 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 5,680 | 832 | 0.07% | 0.05% | 907 | +1,014 | 21.73% | Q1 2026 | Apr 27, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 5,680 | 832 | 0.36% | 0.37% | 908 | +100 | 1.79% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 5,656 | 829 | 0.03% | 0.03% | 909 | -116 | -2.01% | Q1 2026 | Apr 27, 2026 |
| Empower Advisory Group, LLC | History | Added to | 5,636 | 826 | 0.0% | 0.0% | 910 | +33 | 0.59% | Q1 2026 | May 14, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 5,628 | 825 | 0.55% | 0.59% | 911 | +1 | 0.02% | Q1 2026 | Apr 08, 2026 |
| Sage Investment Advisers LLC | History | Added to | 5,582 | 824 | 0.61% | 0.62% | 912 | +198 | 3.68% | Q1 2026 | Apr 10, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 5,591 | 819 | 0.21% | 0.22% | 913 | +47 | 0.85% | Q1 2026 | Apr 09, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 5,584 | 818 | 0.42% | 0.36% | 915 | +23 | 0.41% | Q1 2026 | May 15, 2026 |
| Rise Advisors, LLC | History | Added to | 5,540 | 818 | 0.29% | 0.31% | 914 | +8 | 0.14% | Q1 2026 | Apr 03, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 5,575 | 817 | 0.03% | 0.03% | 916 | -201 | -3.48% | Q1 2026 | May 07, 2026 |
| XY Planning Network, Inc. | History | Added to | 5,529 | 816 | 0.13% | 0.14% | 917 | +194 | 3.64% | Q1 2026 | Apr 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 5,535 | 811 | 0.12% | 0.12% | 918 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Waterloo Capital, L.P. | History | Added to | 5,519 | 809 | 0.06% | 0.04% | 919 | +1,539 | 38.67% | Q1 2026 | May 12, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 5,491 | 805 | 0.14% | 0.15% | 920 | +6 | 0.11% | Q1 2026 | May 12, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 5,495 | 805 | 0.32% | 0.32% | 921 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Invst, LLC | History | Reduced | 5,473 | 802 | 0.09% | 0.13% | 922 | -2,141 | -28.12% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,433 | 796 | 0.01% | 0.05% | 923 | -27,577 | -83.54% | Q1 2026 | May 14, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 5,421 | 794 | 0.56% | 0.58% | 924 | +182 | 3.47% | Q1 2026 | Apr 23, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 5,400 | 792 | 0.07% | 0.06% | 925 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 5,400 | 791 | 0.0% | 0.02% | 926 | -83,200 | -93.91% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 5,373 | 787 | 0.0% | 0.0% | 927 | -152 | -2.75% | Q1 2026 | May 14, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 5,343 | 783 | 0.45% | 0.48% | 928 | -78 | -1.44% | Q1 2026 | May 01, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 5,329 | 781 | 0.03% | 0.03% | 929 | -224 | -4.03% | Q1 2026 | Apr 06, 2026 |
| Roble, Belko & Company, Inc | History | No change | 5,324 | 781 | 0.1% | 0.11% | 930 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Partners Group, Inc | History | Added to | 5,309 | 778 | 0.09% | 0.09% | 931 | +11 | 0.21% | Q1 2026 | Apr 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 5,277 | 773 | 0.0% | 0.0% | 932 | +114 | 2.21% | Q1 2026 | May 15, 2026 |
| Aspen Investment Management Inc | History | Added to | 5,269 | 772 | 0.24% | 0.14% | 933 | +2,340 | 79.89% | Q1 2026 | Apr 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 5,256 | 770 | 0.04% | 0.04% | 934 | -332 | -5.94% | Q1 2026 | Apr 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,238 | 767 | 0.06% | 0.06% | 935 | +60 | 1.16% | Q1 2026 | Apr 30, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 5,228 | 766 | 0.24% | 0.25% | 936 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 5,224 | 765 | 0.46% | 0.2% | 937 | +3,073 | 142.86% | Q1 2026 | Apr 21, 2026 |
| GR FINANCIAL GROUP, LLC | History | New | 5,202 | 762 | 0.25% | — | 939 | +5,202 | New | Q1 2026 | May 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 5,200 | 762 | 0.01% | 0.01% | 938 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 5,172 | 758 | 0.06% | 0.07% | 940 | -472 | -8.36% | Q1 2026 | May 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 5,164 | 757 | 0.0% | 0.02% | 941 | -28,661 | -84.73% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Added to | 5,161 | 756 | 0.1% | 0.1% | 942 | +329 | 6.81% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 4,871 | 754 | 0.05% | 0.05% | 943 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Osbon Capital Management LLC | History | Added to | 5,135 | 752 | 0.61% | 0.67% | 944 | +540 | 11.75% | Q1 2026 | May 15, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 5,142 | 750 | 0.39% | 0.52% | 945 | -49 | -0.94% | Q1 2026 | May 18, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 5,144 | 747 | 0.4% | 0.33% | 946 | +625 | 13.83% | Q1 2026 | May 11, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 5,077 | 744 | 0.07% | 0.07% | 947 | +428 | 9.21% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 5,075 | 744 | 0.02% | 0.02% | 948 | -163 | -3.11% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 5,063 | 742 | 0.02% | 0.01% | 949 | +3,359 | 197.12% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Reduced | 5,048 | 740 | 0.01% | 0.01% | 950 | -2,487 | -33.01% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Reduced | 5,039 | 738 | 0.06% | 0.07% | 951 | -212 | -4.04% | Q1 2026 | May 14, 2026 |
| Advocate Investing Services LLC | History | No change | 5,040 | 738 | 0.63% | 0.7% | 952 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stonebrook Private Inc. | History | Reduced | 5,032 | 737 | 0.16% | 0.16% | 954 | -29 | -0.57% | Q1 2026 | May 11, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 4,761 | 737 | 0.2% | 0.2% | 953 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 4,962 | 734 | 0.32% | 0.34% | 955 | +43 | 0.87% | Q1 2026 | Apr 15, 2026 |
| Tidal Investments LLC | History | New | 5,000 | 733 | 0.0% | — | 959 | +5,000 | New | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | No change | 5,000 | 733 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 5,000 | 733 | 0.3% | 0.33% | 957 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Broyhill Asset Management, LLC | History | No change | 5,000 | 733 | 0.68% | 0.68% | 958 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 4,996 | 732 | 0.1% | 0.11% | 960 | -36 | -0.72% | Q1 2026 | May 13, 2026 |
| Acorns Advisers, LLC | History | Added to | 4,975 | 729 | 0.01% | 0.01% | 961 | +589 | 13.43% | Q1 2026 | May 14, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 4,951 | 725 | 0.13% | — | 963 | +4,951 | New | Q1 2026 | Apr 28, 2026 |
| Sequent Asset Management, LLC | History | No change | 4,687 | 725 | 0.32% | 0.32% | 962 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,910 | 719 | 0.22% | 0.16% | 964 | -12 | -0.24% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,878 | 715 | 0.01% | 0.01% | 965 | +1,609 | 49.22% | Q1 2026 | May 06, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 4,883 | 715 | 0.04% | 0.03% | 966 | +520 | 11.92% | Q1 2026 | May 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 4,872 | 714 | 0.13% | 0.19% | 967 | -1,673 | -25.56% | Q1 2026 | Apr 15, 2026 |
| Lynx Investment Advisory | History | Reduced | 4,861 | 712 | 0.34% | 0.46% | 968 | -539 | -9.98% | Q1 2026 | Apr 24, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | New | 4,823 | 707 | 0.01% | — | 969 | +4,823 | New | Q1 2026 | Apr 24, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 4,819 | 706 | 0.01% | 0.01% | 970 | -176 | -3.52% | Q1 2026 | May 05, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 4,811 | 705 | 0.14% | 0.11% | 971 | +1,170 | 32.13% | Q1 2026 | Apr 20, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 4,804 | 704 | 0.39% | 0.4% | 973 | -217 | -4.32% | Q1 2026 | Apr 30, 2026 |
| Balboa Wealth Partners | History | Added to | 4,807 | 704 | 0.12% | 0.12% | 972 | +134 | 2.87% | Q1 2026 | Apr 16, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 4,799 | 703 | 0.06% | — | 974 | +4,799 | New | Q1 2026 | May 06, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 4,766 | 698 | 0.08% | 0.38% | 975 | -16,099 | -77.16% | Q1 2026 | Apr 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 4,758 | 697 | 0.09% | 0.09% | 976 | +210 | 4.62% | Q1 2026 | Apr 13, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 4,744 | 695 | 0.36% | 0.64% | 977 | -3,332 | -41.26% | Q1 2026 | May 13, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 4,742 | 695 | 0.26% | 0.1% | 979 | +2,980 | 169.13% | Q1 2026 | Apr 06, 2026 |
| RDA Financial Network | History | Reduced | 4,741 | 695 | 0.17% | 0.18% | 978 | -163 | -3.32% | Q1 2026 | Apr 08, 2026 |
| APS Management Group, Inc. | History | Reduced | 4,744 | 695 | 0.59% | 0.65% | 980 | -148 | -3.03% | Q1 2026 | Apr 15, 2026 |
| BAYBAN | History | Reduced | 4,742 | 695 | 0.6% | 0.66% | 981 | -96 | -1.98% | Q1 2026 | Apr 24, 2026 |
| First National Bank of Hutchinson | History | Reduced | 4,735 | 694 | 0.44% | 0.74% | 982 | -3,482 | -42.38% | Q1 2026 | May 04, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 4,739 | 694 | 0.23% | 0.27% | 983 | -53 | -1.11% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 4,708 | 690 | 0.1% | 0.11% | 984 | -339 | -6.72% | Q1 2026 | May 11, 2026 |
| Patten Group, Inc. | History | Added to | 4,700 | 689 | 0.12% | 0.13% | 985 | +85 | 1.84% | Q1 2026 | Apr 24, 2026 |
| Independence Bank of Kentucky | History | Added to | 4,680 | 686 | 0.09% | 0.05% | 986 | +1,996 | 74.37% | Q1 2026 | Apr 30, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 4,684 | 686 | 0.1% | 0.08% | 987 | +743 | 18.85% | Q1 2026 | May 01, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 4,670 | 684 | 0.28% | 0.35% | 988 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,653 | 682 | 0.01% | 0.02% | 989 | -674 | -12.65% | Q1 2026 | May 15, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 4,643 | 680 | 0.22% | 0.24% | 990 | -72 | -1.53% | Q1 2026 | May 04, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 4,644 | 680 | 0.06% | 0.07% | 991 | +29 | 0.63% | Q1 2026 | Apr 22, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | New | 4,631 | 678 | 0.23% | — | 993 | +4,631 | New | Q1 2026 | May 05, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 4,629 | 678 | 0.19% | 0.19% | 992 | +749 | 19.3% | Q1 2026 | Apr 09, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | New | 4,612 | 676 | 0.08% | — | 994 | +4,612 | New | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | Reduced | 4,609 | 675 | 0.17% | 0.19% | 995 | -851 | -15.59% | Q1 2026 | May 12, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 4,594 | 673 | 0.1% | 0.13% | 996 | -694 | -13.12% | Q1 2026 | May 06, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 4,560 | 668 | 0.15% | 0.2% | 997 | -1,003 | -18.03% | Q1 2026 | Apr 17, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 4,543 | 666 | 0.01% | 0.01% | 998 | +1,438 | 46.31% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,545 | 666 | 0.01% | 0.01% | 999 | -259 | -5.39% | Q1 2026 | May 07, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 4,538 | 665 | 0.03% | 0.03% | 1000 | -36 | -0.79% | Q1 2026 | May 12, 2026 |
| Elevation Advisory Partners LLC | History | New | 4,273 | 664 | 0.62% | — | 1001 | +4,273 | New | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,527 | 663 | 0.01% | 0.01% | 1002 | +798 | 21.4% | Q1 2026 | Apr 20, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 4,273 | 661 | 0.06% | 0.06% | 1003 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | New | 4,505 | 660 | 0.02% | — | 1004 | +4,505 | New | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,452 | 652 | 0.0% | 0.0% | 1005 | -24,993 | -84.88% | Q1 2026 | May 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 4,452 | 652 | 0.01% | — | 1007 | +4,452 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 4,419 | 652 | 0.13% | 0.03% | 1006 | +3,711 | 524.15% | Q1 2026 | May 11, 2026 |
| Aries Wealth Management | History | No change | 4,444 | 651 | 0.14% | 0.15% | 1008 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 4,427 | 649 | 0.36% | 0.93% | 1009 | -6,604 | -59.87% | Q1 2026 | Apr 28, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 4,428 | 649 | 0.05% | 0.05% | 1011 | -439 | -9.02% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 4,430 | 649 | 0.12% | 0.13% | 1010 | -82 | -1.82% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | Reduced | 4,426 | 648 | 0.06% | 0.06% | 1013 | -75 | -1.67% | Q1 2026 | Apr 22, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 4,425 | 648 | 0.19% | 0.21% | 1012 | +1 | 0.02% | Q1 2026 | Apr 24, 2026 |
| TrustBank | History | Reduced | 4,400 | 645 | 0.25% | 0.29% | 1014 | -161 | -3.53% | Q1 2026 | May 04, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 4,386 | 643 | 0.09% | 0.09% | 1015 | +125 | 2.93% | Q1 2026 | May 15, 2026 |
| Burford Brothers, Inc. | History | Reduced | 4,382 | 642 | 0.26% | 0.28% | 1016 | -16 | -0.36% | Q1 2026 | Apr 27, 2026 |
| Ascent Group, LLC | History | Added to | 4,369 | 640 | 0.02% | 0.02% | 1017 | +176 | 4.2% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | New | 4,350 | 637 | 0.03% | — | 1018 | +4,350 | New | Q1 2026 | May 01, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 4,366 | 636 | 0.02% | 0.03% | 1019 | -100 | -2.24% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 4,325 | 634 | 0.08% | 0.1% | 1020 | -240 | -5.26% | Q1 2026 | May 11, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 4,319 | 633 | 0.07% | 0.08% | 1021 | -575 | -11.75% | Q1 2026 | May 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 4,317 | 632 | 0.18% | 0.2% | 1022 | -302 | -6.54% | Q1 2026 | May 14, 2026 |
| Elm Partners Management LLC | History | New | 4,389 | 631 | 0.03% | — | 1023 | +4,389 | New | Q1 2026 | May 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 4,301 | 630 | 0.22% | 0.27% | 1024 | -555 | -11.43% | Q1 2026 | Apr 15, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 4,259 | 624 | 0.1% | 0.3% | 1025 | -7,929 | -65.06% | Q1 2026 | Apr 17, 2026 |
| Global View Capital Management LLC | History | Reduced | 4,245 | 622 | 0.17% | 0.15% | 1027 | -901 | -17.51% | Q1 2026 | May 04, 2026 |
| Sun Group Wealth Partners | History | Reduced | 4,248 | 622 | 0.49% | 0.55% | 1028 | -177 | -4.0% | Q1 2026 | May 06, 2026 |
| FLC Capital Advisors | History | Reduced | 4,243 | 622 | 0.11% | 0.12% | 1026 | -102 | -2.35% | Q1 2026 | May 01, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 4,211 | 617 | 0.23% | 0.21% | 1029 | +523 | 14.18% | Q1 2026 | May 18, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 4,199 | 615 | 0.39% | 0.39% | 1030 | +411 | 10.85% | Q1 2026 | Apr 21, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 4,176 | 612 | 0.1% | 0.11% | 1031 | +32 | 0.77% | Q1 2026 | Apr 29, 2026 |
| Argent Trust Co | History | Reduced | 4,171 | 611 | 0.02% | 0.03% | 1032 | -684 | -14.09% | Q1 2026 | May 13, 2026 |
| Tenzing Financial LLC | History | New | 4,127 | 610 | 0.46% | — | 1034 | +4,127 | New | Q1 2026 | Apr 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,165 | 610 | 0.13% | 0.18% | 1033 | -1,013 | -19.56% | Q1 2026 | Apr 15, 2026 |
| Strategic Advisors LLC | History | Reduced | 4,159 | 609 | 0.1% | 0.1% | 1035 | -118 | -2.76% | Q1 2026 | May 14, 2026 |
| F/m Investments LLC | History | Added to | 4,151 | 608 | 0.04% | 0.02% | 1037 | +341 | 8.95% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 4,150 | 608 | 0.0% | 0.0% | 1036 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 4,137 | 606 | 0.52% | 0.51% | 1038 | +171 | 4.31% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 4,121 | 604 | 0.02% | 0.16% | 1039 | -26,924 | -86.73% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 4,119 | 603 | 0.25% | 0.32% | 1040 | -1,173 | -22.17% | Q1 2026 | Apr 22, 2026 |
| Stone Wealth Partners | History | Added to | 4,113 | 602 | 0.54% | 0.19% | 1042 | +2,748 | 201.32% | Q1 2026 | May 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 4,110 | 602 | 0.01% | 0.01% | 1041 | +285 | 7.45% | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | Added to | 4,105 | 601 | 0.28% | 0.17% | 1043 | +1,706 | 71.11% | Q1 2026 | May 08, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 4,094 | 600 | 0.28% | 0.22% | 1044 | +5 | 0.12% | Q1 2026 | May 05, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 4,020 | 589 | 0.36% | 0.27% | 1045 | +1,351 | 50.62% | Q1 2026 | May 04, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 3,997 | 586 | 0.09% | 0.09% | 1046 | -26 | -0.65% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 3,996 | 585 | 0.02% | 0.01% | 1047 | +1,317 | 49.16% | Q1 2026 | Apr 13, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 3,986 | 584 | 0.18% | 0.16% | 1048 | +587 | 17.27% | Q1 2026 | May 19, 2026 |
| Calamos Advisors LLC | History | New | 3,961 | 580 | 0.0% | — | 1052 | +3,961 | New | Q1 2026 | May 04, 2026 |
| FLP Wealth Management, LLC | History | New | 3,961 | 580 | 1.2% | — | 1053 | +3,961 | New | Q1 2026 | Apr 28, 2026 |
| Calamos Wealth Management LLC | History | No change | 3,961 | 580 | 0.02% | 0.02% | 1049 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allen Capital Group, LLC | History | No change | 3,747 | 580 | 0.05% | 0.05% | 1050 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 3,962 | 580 | 0.34% | 0.35% | 1051 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 3,936 | 579 | 0.01% | 0.01% | 1054 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Allen Investment Management, LLC | History | No change | 3,943 | 578 | 0.01% | 0.01% | 1055 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 3,944 | 578 | 0.36% | 0.38% | 1056 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 3,939 | 577 | 0.13% | 0.14% | 1057 | +64 | 1.65% | Q1 2026 | Apr 22, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 3,927 | 575 | 0.11% | 0.11% | 1058 | +896 | 29.56% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 3,919 | 574 | 0.13% | — | 1060 | +3,919 | New | Q1 2026 | May 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,918 | 574 | 0.01% | 0.0% | 1059 | +2,262 | 136.59% | Q1 2026 | Apr 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 3,904 | 572 | 0.11% | 0.12% | 1061 | +190 | 5.12% | Q1 2026 | May 14, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Reduced | 3,892 | 570 | 0.55% | 0.64% | 1062 | -500 | -11.38% | Q1 2026 | Apr 14, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 3,874 | 567 | 0.3% | 0.16% | 1064 | +16 | 0.41% | Q1 2026 | Apr 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 3,870 | 567 | 0.19% | 0.2% | 1063 | +7 | 0.18% | Q1 2026 | Apr 09, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 3,852 | 564 | 0.07% | 0.07% | 1065 | -96 | -2.43% | Q1 2026 | May 14, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 3,845 | 563 | 0.05% | 0.06% | 1066 | -411 | -9.66% | Q1 2026 | May 06, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 3,838 | 562 | 0.03% | 0.04% | 1067 | -711 | -15.63% | Q1 2026 | Apr 30, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 3,833 | 561 | 0.18% | 0.19% | 1068 | -36 | -0.93% | Q1 2026 | Apr 17, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 3,831 | 561 | 0.32% | 0.33% | 1069 | -23 | -0.6% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,800 | 557 | 0.03% | 0.21% | 1070 | -18,003 | -82.57% | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | Reduced | 3,799 | 557 | 0.02% | 0.03% | 1071 | -250 | -6.17% | Q1 2026 | May 11, 2026 |
| Sankala Group LLC | History | Reduced | 3,853 | 557 | 0.45% | 0.51% | 1073 | -94 | -2.38% | Q1 2026 | Mar 31, 2026 |
| NWF Advisory Services Inc. | History | Added to | 3,806 | 557 | 0.06% | 0.06% | 1072 | +6 | 0.16% | Q1 2026 | May 04, 2026 |
| Advisor OS, LLC | History | New | 3,791 | 555 | 0.04% | — | 1075 | +3,791 | New | Q1 2026 | May 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 3,788 | 555 | 0.02% | 0.02% | 1074 | +446 | 13.35% | Q1 2026 | Apr 24, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 3,782 | 554 | 0.49% | 0.51% | 1077 | +56 | 1.5% | Q1 2026 | May 04, 2026 |
| Crewe Advisors LLC | History | Reduced | 3,785 | 554 | 0.05% | 0.05% | 1076 | -21 | -0.55% | Q1 2026 | May 07, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 3,785 | 554 | 0.23% | 0.24% | 1078 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 3,764 | 551 | 0.16% | 0.17% | 1079 | +112 | 3.07% | Q1 2026 | Apr 20, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 3,744 | 548 | 0.1% | 0.11% | 1080 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Beaton Management Co. Inc. | History | No change | 3,729 | 547 | 0.24% | 0.25% | 1081 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 3,720 | 545 | 0.3% | 0.33% | 1082 | -213 | -5.42% | Q1 2026 | Apr 21, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 3,706 | 543 | 0.07% | 0.07% | 1083 | +153 | 4.31% | Q1 2026 | Apr 10, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 3,701 | 542 | 0.03% | 0.03% | 1084 | -100 | -2.63% | Q1 2026 | Apr 09, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,699 | 539 | 0.04% | 0.05% | 1085 | -56 | -1.49% | Q1 2026 | May 01, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,673 | 538 | 0.01% | 0.01% | 1087 | +605 | 19.72% | Q1 2026 | May 01, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 3,672 | 538 | 0.15% | 0.15% | 1086 | +168 | 4.79% | Q1 2026 | May 08, 2026 |
| Balefire, LLC | History | Added to | 3,657 | 536 | 0.1% | 0.06% | 1088 | +1,659 | 83.03% | Q1 2026 | May 07, 2026 |
| tru Independence LLC | History | Reduced | 3,660 | 536 | 0.27% | 0.16% | 1089 | -463 | -11.23% | Q1 2026 | Apr 22, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 3,652 | 535 | 0.11% | 0.14% | 1090 | -6 | -0.16% | Q1 2026 | May 01, 2026 |
| Cannell & Spears LLC | History | Added to | 3,633 | 532 | 0.01% | 0.01% | 1091 | +588 | 19.31% | Q1 2026 | May 15, 2026 |
| Fortis Advisors, LLC | History | Reduced | 3,621 | 530 | 0.27% | 0.36% | 1093 | -629 | -14.8% | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | Reduced | 3,620 | 530 | 0.05% | 0.05% | 1092 | -72 | -1.95% | Q1 2026 | Apr 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 3,615 | 529 | 0.08% | 0.08% | 1094 | +56 | 1.57% | Q1 2026 | Apr 24, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 3,603 | 528 | 0.01% | 0.01% | 1095 | -320 | -8.16% | Q1 2026 | May 01, 2026 |
| VCI Wealth Management LLC | History | Added to | 3,605 | 528 | 0.15% | 0.15% | 1096 | +77 | 2.18% | Q1 2026 | Apr 21, 2026 |
| Clearview Wealth Management LLC | History | New | 3,583 | 525 | 0.37% | — | 1099 | +3,583 | New | Q1 2026 | May 15, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 3,584 | 525 | 0.1% | 0.11% | 1098 | -93 | -2.53% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | Reduced | 3,581 | 525 | 0.01% | 0.01% | 1097 | -33 | -0.91% | Q1 2026 | May 11, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 3,571 | 523 | 0.14% | 0.16% | 1101 | -61 | -1.68% | Q1 2026 | May 12, 2026 |
| FARMERS TRUST CO | History | No change | 3,568 | 523 | 0.08% | 0.09% | 1100 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bricktown Capital, LLC | History | No change | 3,558 | 521 | 0.1% | 0.09% | 1102 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 3,532 | 517 | 0.42% | 0.49% | 1104 | -20 | -0.56% | Q1 2026 | May 04, 2026 |
| Slow Capital, Inc. | History | No change | 3,529 | 517 | 0.07% | 0.07% | 1103 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 3,524 | 516 | 0.02% | 0.02% | 1105 | -214 | -5.72% | Q1 2026 | May 07, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 3,517 | 515 | 0.02% | 0.02% | 1106 | +5 | 0.14% | Q1 2026 | May 15, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 3,508 | 514 | 0.07% | 0.05% | 1107 | +1,121 | 46.96% | Q1 2026 | May 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 3,500 | 513 | 0.31% | 0.26% | 1108 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 3,476 | 509 | 0.21% | 0.32% | 1110 | -947 | -21.41% | Q1 2026 | Apr 17, 2026 |
| Eley Financial Management, Inc | History | No change | 3,476 | 509 | 0.18% | 0.19% | 1109 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CPWA, LLC | History | New | 3,532 | 505 | 0.6% | — | 1111 | +3,532 | New | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 3,443 | 504 | 0.04% | 0.07% | 1112 | -2,437 | -41.45% | Q1 2026 | Apr 23, 2026 |
| United Advisor Group, LLC | History | Added to | 3,434 | 503 | 0.06% | 0.06% | 1113 | +145 | 4.41% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 3,408 | 499 | 0.03% | 0.03% | 1114 | +579 | 20.47% | Q1 2026 | Apr 23, 2026 |
| Private Capital Management, LLC | History | Reduced | 3,391 | 497 | 0.05% | 0.05% | 1115 | -69 | -1.99% | Q1 2026 | May 15, 2026 |
| Essex Bank | History | Reduced | 3,387 | 496 | 0.11% | 0.12% | 1117 | -160 | -4.51% | Q1 2026 | Apr 17, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 3,386 | 496 | 0.01% | 0.01% | 1116 | -44 | -1.28% | Q1 2026 | Apr 10, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 3,377 | 495 | 0.1% | 0.12% | 1118 | -469 | -12.19% | Q1 2026 | Apr 14, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 3,377 | 495 | 0.27% | 0.33% | 1119 | -27 | -0.79% | Q1 2026 | Apr 16, 2026 |
| Clare Market Investments LLC | History | New | 3,366 | 493 | 0.1% | — | 1122 | +3,366 | New | Q1 2026 | Apr 29, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 3,363 | 493 | 0.4% | 0.41% | 1121 | +161 | 5.03% | Q1 2026 | May 04, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 3,359 | 493 | 0.02% | 0.02% | 1120 | +117 | 3.61% | Q1 2026 | Apr 20, 2026 |
| Directional Asset Management | History | Added to | 3,356 | 492 | 0.45% | 0.42% | 1123 | +230 | 7.36% | Q1 2026 | Apr 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,354 | 491 | 0.05% | 0.06% | 1124 | -142 | -4.06% | Q1 2026 | Apr 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 3,332 | 488 | 0.05% | 0.07% | 1125 | -428 | -11.38% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Reduced | 3,311 | 485 | 0.01% | 0.02% | 1126 | -11 | -0.33% | Q1 2026 | Apr 06, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 3,305 | 484 | 0.12% | 0.04% | 1128 | +2,300 | 228.86% | Q1 2026 | May 05, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 81,594 | 484 | 0.09% | 0.09% | 1127 | -40 | -0.05% | Q1 2026 | May 20, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 3,298 | 483 | 0.19% | 0.2% | 1129 | +7 | 0.21% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,262 | 481 | 0.02% | 0.03% | 1130 | -230 | -6.59% | Q1 2026 | Apr 27, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 3,274 | 480 | 0.02% | 0.03% | 1131 | -600 | -15.49% | Q1 2026 | May 04, 2026 |
| Costello Asset Management, INC | History | Reduced | 3,278 | 480 | 0.17% | 0.17% | 1132 | -10 | -0.3% | Q1 2026 | Apr 30, 2026 |
| JBR Co Financial Management Inc | History | No change | 3,105 | 480 | 0.2% | 0.2% | 1133 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 3,263 | 478 | 0.14% | 0.18% | 1134 | -732 | -18.32% | Q1 2026 | Apr 30, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 3,255 | 477 | 0.2% | 0.21% | 1135 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 3,248 | 476 | 0.04% | 0.06% | 1136 | -1,623 | -33.32% | Q1 2026 | Apr 17, 2026 |
| Alpha Wealth Funds, LLC | History | Reduced | 3,251 | 476 | 0.32% | 0.33% | 1137 | -167 | -4.89% | Q1 2026 | May 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 3,222 | 472 | 0.16% | 0.13% | 1139 | +214 | 7.11% | Q1 2026 | Apr 29, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 3,226 | 472 | 0.02% | 0.02% | 1138 | -42 | -1.29% | Q1 2026 | May 11, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 3,049 | 472 | 0.22% | 0.22% | 1140 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,216 | 471 | 0.16% | 0.15% | 1141 | +114 | 3.68% | Q1 2026 | May 15, 2026 |
| AA Financial Advisors, LLC | History | Added to | 3,202 | 469 | 0.07% | 0.09% | 1142 | +10 | 0.31% | Q1 2026 | Apr 20, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 3,177 | 465 | 0.16% | 0.18% | 1143 | -354 | -10.03% | Q1 2026 | Apr 03, 2026 |
| Capital Analysts, LLC | History | Added to | 3,142 | 461 | 0.01% | 0.01% | 1144 | +558 | 21.59% | Q1 2026 | May 14, 2026 |
| WT Wealth Management | History | Reduced | 3,135 | 459 | 0.14% | 1.26% | 1145 | -25,126 | -88.91% | Q1 2026 | Apr 21, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 3,124 | 458 | 0.02% | — | 1147 | +3,124 | New | Q1 2026 | May 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 3,130 | 458 | 0.07% | 0.07% | 1146 | -39 | -1.23% | Q1 2026 | Apr 29, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 3,108 | 455 | 0.01% | 0.01% | 1149 | -571 | -15.52% | Q1 2026 | Apr 08, 2026 |
| SkyOak Wealth, LLC | History | No change | 3,107 | 455 | 0.08% | 0.09% | 1148 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,938 | 455 | 0.13% | 0.13% | 1150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Reduced | 3,101 | 454 | 0.14% | 0.33% | 1152 | -3,293 | -51.5% | Q1 2026 | Apr 17, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 3,097 | 454 | 0.17% | 0.11% | 1151 | +86 | 2.86% | Q1 2026 | May 04, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 3,093 | 453 | 0.12% | 0.12% | 1153 | +436 | 16.41% | Q1 2026 | Apr 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,094 | 453 | 0.27% | 0.28% | 1154 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Investment Advisors / MI | History | New | 3,087 | 452 | 0.03% | — | 1155 | +3,087 | New | Q1 2026 | May 18, 2026 |
| Wedmont Private Capital | History | Reduced | 3,019 | 451 | 0.01% | 0.02% | 1157 | -905 | -23.06% | Q1 2026 | Apr 09, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 3,078 | 451 | 0.02% | 0.02% | 1156 | -184 | -5.64% | Q1 2026 | Apr 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,075 | 450 | 0.02% | — | 1158 | +3,075 | New | Q1 2026 | Apr 16, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 3,057 | 448 | 0.09% | 0.11% | 1159 | -301 | -8.96% | Q1 2026 | May 12, 2026 |
| IFC Advisors LLC | History | Added to | 3,061 | 448 | 0.06% | 0.07% | 1160 | +1 | 0.03% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,027 | 443 | 0.01% | 0.01% | 1161 | +29 | 0.97% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 3,014 | 441 | 0.01% | 0.03% | 1163 | -3,428 | -53.21% | Q1 2026 | May 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 3,010 | 441 | 0.03% | 0.03% | 1162 | +423 | 16.35% | Q1 2026 | May 15, 2026 |
| HORAN Wealth, LLC | History | No change | 2,880 | 441 | 0.04% | 0.07% | 1164 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 3,000 | 439 | 0.0% | 0.0% | 1166 | -800 | -21.05% | Q1 2026 | May 05, 2026 |
| Bison Wealth, LLC | History | Added to | 2,999 | 439 | 0.04% | 0.04% | 1168 | +503 | 20.15% | Q1 2026 | May 15, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 3,001 | 439 | 0.26% | 0.27% | 1169 | +226 | 8.14% | Q1 2026 | Apr 23, 2026 |
| Fulcrum Capital LLC | History | Reduced | 3,000 | 439 | 0.1% | 0.1% | 1167 | -93 | -3.01% | Q1 2026 | Apr 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,985 | 439 | 0.14% | 0.15% | 1165 | +3 | 0.1% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 2,991 | 438 | 0.01% | 0.01% | 1170 | +635 | 26.95% | Q1 2026 | Apr 21, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,980 | 436 | 0.01% | 0.01% | 1171 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 2,970 | 435 | 0.1% | 0.11% | 1172 | -95 | -3.1% | Q1 2026 | Apr 16, 2026 |
| Quadrature Capital Ltd | History | New | 2,960 | 433 | 0.01% | — | 1173 | +2,960 | New | Q1 2026 | May 15, 2026 |
| Summit Wealth Partners, LLC | History | New | 2,950 | 432 | 0.07% | — | 1176 | +2,950 | New | Q1 2026 | Apr 17, 2026 |
| Carr Financial Group Corp | History | Added to | 2,950 | 432 | 0.11% | 0.11% | 1175 | +255 | 9.46% | Q1 2026 | May 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 2,950 | 432 | 0.1% | 0.11% | 1174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 2,914 | 427 | 0.1% | 0.1% | 1177 | +209 | 7.73% | Q1 2026 | Apr 21, 2026 |
| Clear Street Group Inc. | History | Reduced | 2,902 | 425 | 0.0% | 0.0% | 1180 | -4,205 | -59.17% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Reduced | 2,905 | 425 | 0.03% | 0.04% | 1179 | -155 | -5.07% | Q1 2026 | Apr 22, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 2,900 | 425 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 2,883 | 422 | 0.42% | 0.44% | 1181 | +13 | 0.45% | Q1 2026 | Apr 14, 2026 |
| Avestar Capital, LLC | History | Reduced | 2,876 | 421 | 0.03% | 0.03% | 1182 | -18 | -0.62% | Q1 2026 | May 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 2,862 | 419 | 0.07% | 0.08% | 1183 | -422 | -12.85% | Q1 2026 | Apr 29, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | No change | 2,863 | 419 | 0.27% | 0.29% | 1184 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,854 | 418 | 0.01% | 0.01% | 1186 | -612 | -17.66% | Q1 2026 | Apr 27, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,858 | 418 | 0.08% | 0.07% | 1185 | +6 | 0.21% | Q1 2026 | May 11, 2026 |
| Fiduciary Alliance LLC | History | Added to | 2,822 | 417 | 0.03% | 0.02% | 1187 | +597 | 26.83% | Q1 2026 | Apr 20, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 2,834 | 415 | 0.11% | 0.12% | 1188 | -388 | -12.04% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,829 | 414 | 0.14% | 0.33% | 1189 | -3,476 | -55.13% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,820 | 413 | 0.01% | 0.08% | 1190 | -19,872 | -87.57% | Q1 2026 | May 15, 2026 |
| DDD Partners, LLC | History | Reduced | 2,816 | 412 | 0.03% | 0.03% | 1191 | -300 | -9.63% | Q1 2026 | Apr 28, 2026 |
| Curi Capital, LLC | History | Reduced | 2,810 | 411 | 0.01% | 0.01% | 1192 | -63 | -2.19% | Q1 2026 | May 15, 2026 |
| Hardy Reed LLC | History | No change | 2,808 | 411 | 0.03% | 0.03% | 1193 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 2,799 | 410 | 0.06% | 0.06% | 1194 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Geometric Wealth Advisors | History | No change | 2,802 | 410 | 0.05% | 0.06% | 1195 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,792 | 409 | 0.01% | — | 1198 | +2,792 | New | Q1 2026 | Apr 27, 2026 |
| CVA Family Office, LLC | History | Added to | 2,790 | 409 | 0.04% | 0.05% | 1196 | +80 | 2.95% | Q1 2026 | Apr 29, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 2,796 | 409 | 0.14% | 0.15% | 1197 | +1 | 0.04% | Q1 2026 | Apr 29, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 2,787 | 408 | 0.08% | 0.09% | 1199 | -50 | -1.76% | Q1 2026 | Apr 20, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 2,764 | 406 | 0.09% | 0.09% | 1201 | +86 | 3.21% | Q1 2026 | May 13, 2026 |
| Bolthouse Investments, LLC | History | No change | 2,770 | 406 | 0.37% | 0.38% | 1200 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 2,768 | 405 | 0.3% | 0.31% | 1202 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 2,756 | 404 | 0.1% | 0.12% | 1205 | -276 | -9.1% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 2,758 | 404 | 0.03% | 0.03% | 1204 | +190 | 7.4% | Q1 2026 | Apr 21, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,769 | 404 | 0.03% | 0.03% | 1203 | -121 | -4.19% | Q1 2026 | Apr 08, 2026 |
| ArchPoint Investors | History | No change | 2,750 | 403 | 0.1% | 0.1% | 1206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,734 | 400 | 0.16% | 0.16% | 1207 | +151 | 5.85% | Q1 2026 | May 01, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 2,724 | 399 | 0.0% | 0.0% | 1208 | +1,027 | 60.52% | Q1 2026 | May 14, 2026 |
| CRA Financial Services, LLC | History | Reduced | 2,720 | 398 | 0.05% | 0.06% | 1209 | -212 | -7.23% | Q1 2026 | Apr 09, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 2,711 | 397 | 0.07% | 0.06% | 1210 | +616 | 29.4% | Q1 2026 | Apr 17, 2026 |
| LexAurum Advisors, LLC | History | New | 2,707 | 396 | 0.05% | — | 1211 | +2,707 | New | Q1 2026 | Apr 13, 2026 |
| Leo Wealth, LLC | History | Added to | 2,701 | 395 | 0.03% | 0.02% | 1213 | +983 | 57.22% | Q1 2026 | May 05, 2026 |
| Stone Summit Wealth LLC | History | Added to | 2,700 | 395 | 0.11% | 0.11% | 1212 | +60 | 2.27% | Q1 2026 | Apr 22, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,691 | 394 | 0.01% | 0.01% | 1214 | +201 | 8.07% | Q1 2026 | May 08, 2026 |
| Joel Isaacson & Co., LLC | History | New | 2,684 | 393 | 0.01% | — | 1216 | +2,684 | New | Q1 2026 | Apr 22, 2026 |
| NCM Capital Management, LLC | History | No change | 2,683 | 393 | 0.14% | 0.15% | 1215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | Added to | 2,678 | 392 | 0.15% | 0.14% | 1217 | +146 | 5.77% | Q1 2026 | May 11, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 2,670 | 391 | 0.11% | 0.15% | 1218 | +586 | 28.12% | Q1 2026 | May 14, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 2,661 | 390 | 0.09% | 0.09% | 1219 | -23 | -0.86% | Q1 2026 | May 15, 2026 |
| Measured Risk Portfolios, Inc. | History | Added to | 2,657 | 389 | 0.43% | 0.37% | 1221 | +262 | 10.94% | Q1 2026 | May 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 2,656 | 389 | 0.01% | 0.01% | 1220 | -196 | -6.87% | Q1 2026 | Apr 30, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,651 | 388 | 0.02% | 0.02% | 1222 | -559 | -17.41% | Q1 2026 | May 13, 2026 |
| Community Bank, N.A. | History | Reduced | 2,647 | 388 | 0.05% | 0.05% | 1223 | -48 | -1.78% | Q1 2026 | May 12, 2026 |
| Cedar Wealth Management, LLC | History | No change | 2,647 | 388 | 0.11% | 0.12% | 1224 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 2,645 | 387 | 0.0% | 0.01% | 1225 | -2,857 | -51.93% | Q1 2026 | May 08, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 2,644 | 387 | 0.04% | 0.05% | 1226 | -628 | -19.19% | Q1 2026 | Apr 20, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 2,642 | 387 | 0.15% | 0.17% | 1227 | +4 | 0.15% | Q1 2026 | Apr 22, 2026 |
| Inscription Capital, LLC | History | Reduced | 2,627 | 385 | 0.04% | 0.05% | 1228 | -323 | -10.95% | Q1 2026 | Apr 20, 2026 |
| Heritage Wealth Advisors | History | Reduced | 2,624 | 384 | 0.02% | 0.04% | 1229 | -4,398 | -62.63% | Q1 2026 | May 13, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 2,613 | 383 | 0.05% | 0.06% | 1230 | -240 | -8.41% | Q1 2026 | May 04, 2026 |
| Samara Investment Management, LLC | History | New | 2,604 | 381 | 0.39% | — | 1233 | +2,604 | New | Q1 2026 | May 07, 2026 |
| Summa Corp. | History | New | 2,600 | 381 | 0.16% | — | 1232 | +2,600 | New | Q1 2026 | Apr 30, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 2,604 | 381 | 0.04% | 0.05% | 1231 | -150 | -5.45% | Q1 2026 | Apr 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 2,595 | 380 | 0.0% | — | 1234 | +2,595 | New | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Reduced | 2,586 | 379 | 0.08% | 0.07% | 1236 | -1,694 | -39.58% | Q1 2026 | Apr 17, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 2,590 | 379 | 0.06% | 0.07% | 1237 | -22 | -0.84% | Q1 2026 | Apr 29, 2026 |
| Triumph Capital Management | History | Reduced | 2,589 | 379 | 0.08% | 0.09% | 1235 | -21 | -0.8% | Q1 2026 | May 13, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 2,574 | 377 | 0.03% | 0.03% | 1238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 2,565 | 376 | 0.33% | 0.34% | 1239 | +91 | 3.68% | Q1 2026 | May 15, 2026 |
| Disciplined Investors, L.L.C. | History | New | 2,560 | 375 | 0.22% | — | 1242 | +2,560 | New | Q1 2026 | May 12, 2026 |
| MBE Wealth Management, LLC | History | Added to | 2,558 | 375 | 0.16% | 0.16% | 1240 | +107 | 4.37% | Q1 2026 | Apr 21, 2026 |
| Reliant Investment Partners, LLC | History | No change | 2,559 | 375 | 0.31% | 0.31% | 1241 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LVW Advisors, LLC | History | New | 2,551 | 374 | 0.04% | — | 1246 | +2,551 | New | Q1 2026 | Apr 20, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 2,552 | 374 | 0.08% | 0.06% | 1245 | +964 | 60.71% | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 2,557 | 374 | 0.05% | 0.06% | 1243 | +4 | 0.16% | Q1 2026 | May 14, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 2,555 | 374 | 0.08% | 0.08% | 1244 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 2,530 | 370 | 0.06% | 0.06% | 1247 | +205 | 8.82% | Q1 2026 | Apr 21, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 2,518 | 368 | 0.23% | — | 1248 | +2,518 | New | Q1 2026 | May 12, 2026 |
| REBALANCE, LLC | History | Added to | 2,505 | 367 | 0.02% | 0.02% | 1249 | +9 | 0.36% | Q1 2026 | May 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 2,501 | 366 | 0.0% | — | 1250 | +2,501 | New | Q1 2026 | May 13, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 2,490 | 365 | 0.27% | 0.45% | 1252 | -1,443 | -36.69% | Q1 2026 | May 05, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 2,496 | 365 | 0.16% | 0.18% | 1251 | +145 | 6.17% | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,483 | 364 | 0.01% | 0.01% | 1253 | -106 | -4.09% | Q1 2026 | Apr 17, 2026 |
| Bowman & Co S.C. | History | No change | 2,354 | 364 | 0.15% | 0.15% | 1254 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Darden Wealth Group Inc | History | New | 2,479 | 363 | 0.18% | — | 1256 | +2,479 | New | Q1 2026 | May 08, 2026 |
| Entelevest, LLC | History | Reduced | 2,478 | 363 | 0.36% | 0.53% | 1255 | -921 | -27.1% | Q1 2026 | May 04, 2026 |
| CITY HOLDING CO | History | Reduced | 2,475 | 362 | 0.05% | 0.06% | 1257 | -610 | -19.77% | Q1 2026 | Apr 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,469 | 361 | 0.01% | 0.01% | 1258 | +59 | 2.45% | Q1 2026 | May 04, 2026 |
| Verity Asset Management, Inc. | History | Added to | 2,459 | 360 | 0.15% | 0.16% | 1259 | +12 | 0.49% | Q1 2026 | Apr 21, 2026 |
| My Personal CFO, LLC | History | Added to | 2,459 | 360 | 0.16% | 0.16% | 1260 | +7 | 0.29% | Q1 2026 | Apr 21, 2026 |
| Triton Financial Group Inc | History | New | 2,376 | 358 | 0.62% | — | 1262 | +2,376 | New | Q1 2026 | May 15, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 2,444 | 358 | 0.17% | 0.17% | 1261 | +217 | 9.74% | Q1 2026 | Apr 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 2,311 | 357 | 0.05% | 0.05% | 1263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 2,425 | 355 | 0.08% | — | 1264 | +2,425 | New | Q1 2026 | May 13, 2026 |
| ELCO Management Co., LLC | History | No change | 2,411 | 353 | 0.17% | 0.24% | 1265 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| One Capital Management, LLC | History | Reduced | 2,396 | 351 | 0.01% | 0.01% | 1266 | -182 | -7.06% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 2,400 | 351 | 0.03% | 0.03% | 1267 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 2,394 | 350 | 0.03% | 0.03% | 1268 | -69 | -2.8% | Q1 2026 | May 05, 2026 |
| Successful Portfolios LLC | History | Reduced | 2,397 | 350 | 0.19% | 0.19% | 1270 | -16 | -0.66% | Q1 2026 | Apr 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 2,394 | 350 | 0.05% | 0.05% | 1269 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 2,386 | 349 | 0.01% | 0.01% | 1271 | +784 | 48.94% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 2,385 | 349 | 0.02% | 0.02% | 1272 | -30 | -1.24% | Q1 2026 | Apr 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 2,367 | 347 | 0.07% | 0.09% | 1273 | -379 | -13.8% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 2,369 | 347 | 0.01% | 0.01% | 1274 | -145 | -5.77% | Q1 2026 | Apr 16, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 2,427 | 346 | 0.18% | 0.24% | 1276 | -191 | -7.3% | Q1 2026 | May 04, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 2,361 | 346 | 0.09% | 0.09% | 1275 | +2 | 0.08% | Q1 2026 | Apr 30, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 2,347 | 344 | 0.02% | 0.03% | 1277 | -1,458 | -38.32% | Q1 2026 | Apr 29, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 2,219 | 344 | 0.24% | 0.23% | 1278 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 2,344 | 343 | 0.11% | 0.16% | 1280 | -763 | -24.56% | Q1 2026 | May 01, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 2,345 | 343 | 0.08% | 0.1% | 1279 | -499 | -17.55% | Q1 2026 | May 21, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,334 | 342 | 0.01% | 0.01% | 1281 | +266 | 12.86% | Q1 2026 | May 07, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 2,318 | 339 | 0.04% | 0.04% | 1282 | +78 | 3.48% | Q1 2026 | May 15, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 2,302 | 337 | 0.0% | 0.0% | 1283 | -540 | -19.0% | Q1 2026 | May 15, 2026 |
| Arista Wealth Management, LLC | History | No change | 2,303 | 337 | 0.04% | 0.04% | 1284 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Blue Fin Capital, Inc. | History | No change | 2,172 | 336 | 0.05% | 0.05% | 1285 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KG Capital Management | History | Reduced | 2,290 | 335 | 0.24% | 0.13% | 1286 | -1,155 | -33.53% | Q1 2026 | Apr 22, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 2,290 | 335 | 0.17% | 0.08% | 1287 | +340 | 17.44% | Q1 2026 | Apr 20, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,281 | 334 | 0.12% | 0.14% | 1288 | +3 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 2,278 | 333 | 0.04% | 0.05% | 1289 | -206 | -8.29% | Q1 2026 | Apr 08, 2026 |
| L & S Advisors Inc | History | Reduced | 2,267 | 332 | 0.04% | 0.06% | 1290 | -2,200 | -49.25% | Q1 2026 | May 11, 2026 |
| Capital Management Associates, Inc | History | Added to | 2,268 | 332 | 0.08% | 0.05% | 1291 | +828 | 57.5% | Q1 2026 | Apr 22, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 2,257 | 330 | 0.08% | 0.11% | 1293 | -612 | -21.33% | Q1 2026 | May 12, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 2,251 | 330 | 0.11% | 0.14% | 1295 | -240 | -9.63% | Q1 2026 | Apr 27, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 2,256 | 330 | 0.03% | 0.04% | 1294 | -63 | -2.72% | Q1 2026 | Apr 22, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 2,252 | 330 | 0.01% | 0.01% | 1292 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Marble Wealth, LLC | History | Added to | 2,248 | 329 | 0.06% | 0.05% | 1296 | +128 | 6.04% | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 2,242 | 328 | 0.02% | 0.02% | 1297 | +264 | 13.35% | Q1 2026 | Apr 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,235 | 327 | 0.0% | 0.0% | 1298 | -149 | -6.25% | Q1 2026 | May 08, 2026 |
| Bensler, LLC | History | Reduced | 2,237 | 327 | 0.03% | 0.04% | 1299 | -29 | -1.28% | Q1 2026 | May 01, 2026 |
| Clear Retirement Advice LLC | History | No change | 2,236 | 327 | 0.26% | 0.27% | 1300 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BANQUE PICTET & CIE SA | History | New | 2,230 | 326 | 0.0% | — | 1301 | +2,230 | New | Q1 2026 | Apr 14, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 2,218 | 325 | 0.21% | 0.24% | 1302 | -507 | -18.61% | Q1 2026 | May 13, 2026 |
| River Street Advisors LLC | History | Reduced | 2,217 | 325 | 0.11% | 0.13% | 1304 | -50 | -2.21% | Q1 2026 | Apr 21, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 2,223 | 325 | 0.29% | 0.3% | 1306 | -21 | -0.94% | Q1 2026 | Apr 16, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 2,218 | 325 | 0.04% | 0.04% | 1303 | +1 | 0.05% | Q1 2026 | Apr 16, 2026 |
| Red Mountain Financial, LLC | History | No change | 2,217 | 325 | 0.31% | 0.34% | 1305 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Inspire Advisors, LLC | History | Reduced | 2,216 | 324 | 0.03% | 0.05% | 1307 | -1,075 | -32.66% | Q1 2026 | May 15, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 2,089 | 323 | 0.08% | 0.08% | 1308 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Coyle Financial Counsel LLC | History | No change | 2,207 | 323 | 0.07% | 0.07% | 1309 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 2,206 | 323 | 0.13% | 0.12% | 1310 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 2,186 | 320 | 0.2% | 0.2% | 1311 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,182 | 319 | 0.04% | 0.17% | 1312 | -6,927 | -76.05% | Q1 2026 | May 04, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 2,174 | 318 | 0.02% | 0.02% | 1313 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Boreal Capital Management LLC | History | No change | 2,156 | 316 | 0.26% | 0.25% | 1314 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Added to | 2,153 | 315 | 0.08% | 0.06% | 1317 | +454 | 26.72% | Q1 2026 | May 11, 2026 |
| SWMG, LLC | History | Reduced | 2,151 | 315 | 0.09% | 0.11% | 1316 | -254 | -10.56% | Q1 2026 | Apr 24, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 2,150 | 315 | 0.01% | 0.02% | 1315 | +17 | 0.8% | Q1 2026 | Apr 15, 2026 |
| New Republic Capital, LLC | History | Reduced | 2,149 | 314 | 0.11% | 0.1% | 1318 | -294 | -12.03% | Q1 2026 | May 01, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 2,139 | 313 | 0.02% | 0.02% | 1319 | -125 | -5.52% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | Added to | 2,141 | 313 | 0.06% | 0.06% | 1320 | +2 | 0.09% | Q1 2026 | Apr 24, 2026 |
| Serenity Investment Advisors | History | No change | 1,980 | 313 | 0.18% | 0.18% | 1321 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| Kestra Investment Management, LLC | History | New | 2,133 | 312 | 0.01% | — | 1324 | +2,133 | New | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 2,132 | 312 | 0.01% | 0.01% | 1322 | -600 | -21.96% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Added to | 2,133 | 312 | 0.01% | 0.01% | 1323 | +238 | 12.56% | Q1 2026 | Apr 06, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 2,127 | 311 | 0.08% | 0.1% | 1325 | -271 | -11.3% | Q1 2026 | Apr 09, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 2,128 | 311 | 0.17% | 0.16% | 1326 | -2 | -0.09% | Q1 2026 | May 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 2,119 | 310 | 0.03% | — | 1329 | +2,119 | New | Q1 2026 | Apr 30, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 2,117 | 310 | 0.05% | 0.05% | 1328 | +107 | 5.32% | Q1 2026 | Apr 21, 2026 |
| C2C Wealth Management, LLC | History | Added to | 2,118 | 310 | 0.26% | 0.27% | 1327 | +33 | 1.58% | Q1 2026 | Apr 20, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 2,105 | 308 | 0.03% | 0.03% | 1331 | -215 | -9.27% | Q1 2026 | Apr 15, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 2,102 | 308 | 0.02% | 0.02% | 1330 | +74 | 3.65% | Q1 2026 | Apr 17, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | No change | 2,105 | 308 | 0.2% | 0.2% | 1332 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Resurgent Financial Advisors LLC | History | New | 2,100 | 307 | 0.11% | — | 1335 | +2,100 | New | Q1 2026 | May 12, 2026 |
| Accredited Investors Inc. | History | Added to | 2,097 | 307 | 0.02% | 0.01% | 1333 | +800 | 61.68% | Q1 2026 | Apr 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,097 | 307 | 0.03% | 0.04% | 1334 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 2,092 | 306 | 0.02% | 0.01% | 1336 | +691 | 49.32% | Q1 2026 | May 11, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 2,093 | 306 | 0.21% | 0.2% | 1338 | -119 | -5.38% | Q1 2026 | Apr 30, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 2,090 | 306 | 0.06% | 0.06% | 1339 | +108 | 5.45% | Q1 2026 | May 05, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 2,092 | 306 | 0.11% | 0.12% | 1337 | -35 | -1.65% | Q1 2026 | Apr 22, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | New | 2,080 | 304 | 0.05% | — | 1341 | +2,080 | New | Q1 2026 | Apr 10, 2026 |
| Tannin Capital LLC | History | Reduced | 2,075 | 304 | 0.22% | 0.37% | 1340 | -593 | -22.23% | Q1 2026 | May 12, 2026 |
| 1ST SOURCE BANK | History | Added to | 2,069 | 303 | 0.02% | 0.02% | 1342 | +140 | 7.26% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,963 | 303 | 0.02% | 0.02% | 1343 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WealthTrust Axiom LLC | History | No change | 2,072 | 303 | 0.07% | 0.08% | 1344 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 2,073 | 303 | 0.05% | 0.05% | 1345 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 2,073 | 303 | 0.2% | 0.21% | 1346 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vantus Wealth LLC | History | No change | 1,960 | 303 | 0.22% | 0.22% | 1347 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 2,057 | 301 | 0.04% | 0.03% | 1348 | +471 | 29.7% | Q1 2026 | Apr 27, 2026 |
| Banco BTG Pactual S.A. | History | Reduced | 2,042 | 299 | 0.03% | 0.73% | 1349 | -25,378 | -92.55% | Q1 2026 | May 12, 2026 |
| Jordan Park Trust Co LLC | History | No change | 2,042 | 299 | 0.23% | 0.22% | 1350 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Texas Yale Capital Corp. | History | No change | 2,035 | 298 | 0.01% | 0.01% | 1351 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 2,027 | 297 | 0.0% | — | 1353 | +2,027 | New | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,029 | 297 | 0.01% | 0.01% | 1352 | +239 | 13.35% | Q1 2026 | Apr 28, 2026 |
| Finley Financial, LLC | History | No change | 2,020 | 296 | 0.14% | 0.14% | 1354 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 2,054 | 295 | 0.33% | 0.46% | 1356 | -982 | -32.35% | Q1 2026 | May 15, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 2,014 | 295 | 0.2% | 0.22% | 1355 | -320 | -13.71% | Q1 2026 | Apr 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 2,010 | 294 | 0.02% | 0.02% | 1358 | -264 | -11.61% | Q1 2026 | Apr 14, 2026 |
| Solstein Capital, LLC | History | Added to | 2,007 | 294 | 0.12% | 0.12% | 1357 | +39 | 1.98% | Q1 2026 | May 14, 2026 |
| LS Investment Advisors, LLC | History | New | 2,000 | 293 | 0.04% | — | 1362 | +2,000 | New | Q1 2026 | Apr 20, 2026 |
| Beta Wealth Group, Inc. | History | New | 2,000 | 293 | 0.12% | — | 1363 | +2,000 | New | Q1 2026 | May 07, 2026 |
| Astra Wealth Partners LLC | History | Added to | 1,999 | 293 | 0.17% | 0.17% | 1361 | +116 | 6.16% | Q1 2026 | May 06, 2026 |
| Bollard Group LLC | History | Added to | 1,998 | 293 | 0.01% | 0.01% | 1360 | +7 | 0.35% | Q1 2026 | May 14, 2026 |
| Iowa State Bank | History | No change | 2,000 | 293 | 0.05% | 0.06% | 1359 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,998 | 292 | 0.0% | 0.0% | 1364 | +191 | 10.57% | Q1 2026 | Apr 07, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 1,986 | 291 | 0.17% | — | 1366 | +1,986 | New | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,986 | 291 | 0.01% | 0.01% | 1365 | +69 | 3.6% | Q1 2026 | Apr 27, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 1,980 | 290 | 0.2% | 0.19% | 1367 | -25 | -1.25% | Q1 2026 | May 14, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 1,977 | 289 | 0.08% | 0.09% | 1368 | +44 | 2.28% | Q1 2026 | Apr 20, 2026 |
| SilverOak Wealth Management LLC | History | No change | 1,974 | 289 | 0.05% | 0.05% | 1369 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,960 | 287 | 0.02% | 0.02% | 1373 | +47 | 2.46% | Q1 2026 | May 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 1,963 | 287 | 0.01% | 0.01% | 1370 | +45 | 2.35% | Q1 2026 | Apr 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 1,959 | 287 | 0.02% | 0.02% | 1371 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,959 | 287 | 0.03% | 0.03% | 1372 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,951 | 286 | 0.0% | 0.0% | 1374 | -1,357 | -41.02% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Added to | 1,955 | 286 | 0.04% | 0.04% | 1375 | +8 | 0.41% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,948 | 285 | 0.0% | 0.0% | 1376 | -535 | -21.55% | Q1 2026 | Apr 20, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 1,935 | 283 | 0.05% | 0.05% | 1379 | -50 | -2.52% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 1,936 | 283 | 0.01% | 0.01% | 1377 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,931 | 283 | 0.0% | 0.0% | 1378 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 1,925 | 282 | 0.15% | 0.15% | 1382 | +125 | 6.94% | Q1 2026 | May 12, 2026 |
| SNS Financial Group, LLC | History | Reduced | 1,926 | 282 | 0.02% | 0.03% | 1381 | -120 | -5.87% | Q1 2026 | Apr 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 1,924 | 282 | 0.0% | 0.0% | 1380 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 1,921 | 281 | 0.03% | — | 1385 | +1,921 | New | Q1 2026 | May 22, 2026 |
| FCG Investment Co | History | New | 1,918 | 281 | 0.12% | — | 1386 | +1,918 | New | Q1 2026 | Apr 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,919 | 281 | 0.07% | 0.07% | 1383 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bank of New Hampshire | History | No change | 1,920 | 281 | 0.06% | 0.07% | 1384 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 1,912 | 280 | 0.03% | 0.03% | 1387 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Purewater Capital LLC | History | New | 1,903 | 278 | 0.27% | — | 1393 | +1,903 | New | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 1,898 | 278 | 0.03% | 0.04% | 1389 | -220 | -10.39% | Q1 2026 | May 01, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1,898 | 278 | 0.02% | 0.02% | 1388 | -99 | -4.96% | Q1 2026 | May 06, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 1,899 | 278 | 0.18% | 0.19% | 1392 | -25 | -1.3% | Q1 2026 | May 11, 2026 |
| Waterfront Wealth Inc. | History | No change | 1,899 | 278 | 0.05% | 0.06% | 1390 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,903 | 278 | 0.0% | 0.0% | 1391 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 1,895 | 277 | 0.02% | 0.26% | 1395 | -19,391 | -91.1% | Q1 2026 | Apr 27, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Reduced | 1,896 | 277 | 0.09% | 0.09% | 1394 | -7 | -0.37% | Q1 2026 | Apr 08, 2026 |
| Tranquility Partners, LLC | History | Reduced | 1,889 | 276 | 0.1% | 0.14% | 1397 | -545 | -22.39% | Q1 2026 | Apr 20, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,884 | 276 | 0.06% | 0.06% | 1396 | +1 | 0.05% | Q1 2026 | Apr 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,879 | 275 | 0.04% | 0.05% | 1398 | -408 | -17.84% | Q1 2026 | May 11, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 1,876 | 275 | 0.12% | 0.14% | 1399 | -125 | -6.25% | Q1 2026 | May 04, 2026 |
| Sincerus Advisory, LLC | History | Added to | 1,872 | 274 | 0.21% | 0.21% | 1401 | +218 | 13.18% | Q1 2026 | Apr 06, 2026 |
| Iron Gate Global Advisors LLC | History | Reduced | 1,869 | 274 | 0.03% | 0.03% | 1400 | -20 | -1.06% | Q1 2026 | May 15, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 1,865 | 273 | 0.06% | 0.14% | 1402 | -1,312 | -41.3% | Q1 2026 | May 14, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 1,860 | 272 | 0.04% | 0.04% | 1403 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Axim Planning & Wealth | History | Added to | 1,841 | 269 | 0.33% | 0.27% | 1405 | +188 | 11.37% | Q1 2026 | May 14, 2026 |
| Barnett & Company, Inc. | History | Added to | 1,836 | 269 | 0.21% | 0.22% | 1404 | +50 | 2.8% | Q1 2026 | Apr 30, 2026 |
| B&D White Capital Company, LLC | History | New | 1,829 | 268 | 0.03% | — | 1410 | +1,829 | New | Q1 2026 | May 13, 2026 |
| Snider Financial Group | History | Reduced | 1,833 | 268 | 0.08% | 0.08% | 1408 | -110 | -5.66% | Q1 2026 | Apr 15, 2026 |
| Farmers National Bank | History | No change | 1,734 | 268 | 0.06% | 0.06% | 1406 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| HCR Wealth Advisors | History | No change | 1,834 | 268 | 0.03% | 0.03% | 1407 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 1,880 | 268 | 0.02% | 0.02% | 1409 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 1,827 | 267 | 0.01% | 0.02% | 1411 | -2,561 | -58.36% | Q1 2026 | Apr 17, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 1,817 | 266 | 0.01% | 0.12% | 1412 | -16,794 | -90.24% | Q1 2026 | Apr 28, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 1,820 | 266 | 0.06% | 0.06% | 1413 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 1,820 | 266 | 0.04% | 0.04% | 1414 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 1,812 | 265 | 0.02% | 0.02% | 1415 | +100 | 5.84% | Q1 2026 | Apr 29, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 1,805 | 264 | 0.14% | 0.14% | 1416 | -11 | -0.61% | Q1 2026 | May 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,795 | 263 | 0.11% | 0.19% | 1417 | -1,711 | -48.8% | Q1 2026 | Apr 14, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 1,796 | 263 | 0.18% | 0.2% | 1418 | -111 | -5.82% | Q1 2026 | Apr 21, 2026 |
| Jefferson Bridge Capital, LLC | History | Reduced | 1,793 | 262 | 0.26% | 0.44% | 1420 | -1,060 | -37.15% | Q1 2026 | May 07, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,789 | 262 | 0.03% | 0.03% | 1419 | +3 | 0.17% | Q1 2026 | May 05, 2026 |
| STAR Financial Bank | History | Reduced | 1,784 | 261 | 0.12% | 0.14% | 1422 | -15 | -0.83% | Q1 2026 | May 08, 2026 |
| REDW Wealth LLC | History | Added to | 1,781 | 261 | 0.1% | 0.1% | 1421 | +1 | 0.06% | Q1 2026 | May 07, 2026 |
| Stack Financial Management, Inc | History | Reduced | 1,770 | 259 | 0.02% | 0.03% | 1423 | -495 | -21.85% | Q1 2026 | May 04, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 1,763 | 258 | 0.06% | — | 1427 | +1,763 | New | Q1 2026 | May 05, 2026 |
| Revisor Wealth Management LLC | History | Added to | 1,766 | 258 | 0.07% | 0.06% | 1425 | +242 | 15.88% | Q1 2026 | Apr 27, 2026 |
| Byrne Asset Management LLC | History | Reduced | 1,763 | 258 | 0.15% | 0.15% | 1426 | -9 | -0.51% | Q1 2026 | Apr 02, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 1,765 | 258 | 0.1% | 0.11% | 1424 | +6 | 0.34% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 1,756 | 257 | 0.03% | 0.04% | 1429 | +36 | 2.09% | Q1 2026 | Apr 13, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 1,754 | 257 | 0.02% | 0.03% | 1428 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 1,755 | 257 | 0.11% | 0.12% | 1430 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 1,786 | 256 | 0.02% | 0.02% | 1431 | -226 | -11.23% | Q1 2026 | May 14, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 1,739 | 254 | 0.07% | 0.08% | 1432 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gryphon Financial Partners LLC | History | No change | 1,736 | 254 | 0.03% | 0.03% | 1433 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Alteri Wealth LLC | History | Reduced | 1,729 | 253 | 0.08% | 0.1% | 1434 | -186 | -9.71% | Q1 2026 | May 06, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 1,723 | 252 | 0.05% | 0.06% | 1435 | -68 | -3.8% | Q1 2026 | Apr 15, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,718 | 251 | 0.0% | 0.0% | 1436 | -267 | -13.45% | Q1 2026 | May 07, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 1,719 | 251 | 0.09% | 0.1% | 1437 | -183 | -9.62% | Q1 2026 | May 04, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 1,712 | 251 | 0.02% | 0.02% | 1439 | +156 | 10.03% | Q1 2026 | Apr 27, 2026 |
| Empirical Asset Management, LLC | History | Added to | 1,716 | 251 | 0.07% | 0.07% | 1438 | +37 | 2.2% | Q1 2026 | May 11, 2026 |
| Richard P Slaughter Associates Inc | History | New | 1,708 | 250 | 0.05% | — | 1442 | +1,708 | New | Q1 2026 | Apr 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 1,709 | 250 | 0.0% | 0.0% | 1440 | -1,364 | -44.39% | Q1 2026 | May 08, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 1,708 | 250 | 0.01% | 0.02% | 1441 | -300 | -14.94% | Q1 2026 | May 06, 2026 |
| Berbice Capital Management LLC | History | Added to | 1,700 | 249 | 0.16% | 0.11% | 1444 | +500 | 41.67% | Q1 2026 | May 06, 2026 |
| Councilmark Asset Management, LLC | History | No change | 1,700 | 249 | 0.14% | 0.15% | 1443 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ruggiero Investments, Inc. | History | Added to | 1,695 | 248 | 0.24% | 0.2% | 1445 | +254 | 17.63% | Q1 2026 | May 12, 2026 |
| Wick Capital Partners, LLC | History | New | 1,690 | 247 | 0.05% | — | 1449 | +1,690 | New | Q1 2026 | May 15, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 1,690 | 247 | 0.03% | 0.03% | 1447 | -66 | -3.76% | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 1,688 | 247 | 0.0% | 0.01% | 1446 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 1,690 | 247 | 0.06% | 0.07% | 1448 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 1,682 | 246 | 0.03% | 0.06% | 1450 | -1,510 | -47.31% | Q1 2026 | May 07, 2026 |
| Weaver Consulting Group | History | No change | 1,678 | 246 | 0.06% | 0.06% | 1451 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Reduced | 1,675 | 245 | 0.0% | 0.01% | 1452 | -2,197 | -56.74% | Q1 2026 | May 14, 2026 |
| Grey Ledge Advisors, LLC | History | New | 1,660 | 243 | 0.05% | — | 1457 | +1,660 | New | Q1 2026 | Apr 20, 2026 |
| Soundwatch Capital LLC | History | Reduced | 1,660 | 243 | 0.03% | 0.06% | 1456 | -701 | -29.69% | Q1 2026 | May 05, 2026 |
| Severin Investments, LLC | History | Reduced | 1,661 | 243 | 0.21% | 0.26% | 1455 | -218 | -11.6% | Q1 2026 | Apr 24, 2026 |
| Wealth Architects, LLC | History | Added to | 1,661 | 243 | 0.02% | 0.02% | 1454 | +100 | 6.41% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 1,658 | 243 | 0.05% | 0.05% | 1453 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 1,653 | 242 | 0.03% | 0.03% | 1458 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hexagon Capital Partners LLC | History | New | 1,640 | 240 | 0.04% | — | 1461 | +1,640 | New | Q1 2026 | May 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 1,641 | 240 | 0.13% | 0.1% | 1460 | +459 | 38.83% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,639 | 240 | 0.01% | 0.01% | 1459 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 1,634 | 239 | 0.01% | 0.02% | 1463 | -254 | -13.45% | Q1 2026 | Apr 07, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 1,544 | 239 | 0.03% | 0.03% | 1462 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,629 | 238 | 0.0% | 0.0% | 1464 | +290 | 21.66% | Q1 2026 | May 08, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 1,626 | 238 | 0.24% | 0.24% | 1466 | -89 | -5.19% | Q1 2026 | May 13, 2026 |
| Auxano Advisors, LLC | History | No change | 1,626 | 238 | 0.05% | 0.05% | 1465 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,616 | 236 | 0.01% | — | 1468 | +1,616 | New | Q1 2026 | May 11, 2026 |
| IPG Investment Advisors LLC | History | New | 1,610 | 236 | 0.04% | — | 1467 | +1,610 | New | Q1 2026 | May 12, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 1,602 | 234 | 0.03% | 0.04% | 1469 | -282 | -14.97% | Q1 2026 | Apr 27, 2026 |
| JM2 Capital Inc. | History | Added to | 1,597 | 234 | 0.19% | 0.17% | 1471 | +215 | 15.56% | Q1 2026 | Apr 27, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 1,601 | 234 | 0.09% | 0.1% | 1470 | +6 | 0.38% | Q1 2026 | Apr 21, 2026 |
| Corsicana & Co. | History | Added to | 1,600 | 233 | 0.15% | 0.1% | 1473 | +500 | 45.45% | Q1 2026 | May 13, 2026 |
| Second Line Capital, LLC | History | Reduced | 1,603 | 233 | 0.04% | 0.06% | 1474 | -328 | -16.99% | Q1 2026 | May 14, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 1,590 | 233 | 0.05% | 0.06% | 1472 | -117 | -6.85% | Q1 2026 | Apr 09, 2026 |
| Walleye Capital LLC | History | Reduced | 1,583 | 232 | 0.0% | 0.03% | 1475 | -57,410 | -97.32% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 1,588 | 232 | 0.01% | — | 1476 | +1,588 | New | Q1 2026 | Apr 22, 2026 |
| BIP Wealth, LLC | History | New | 1,582 | 231 | 0.01% | — | 1478 | +1,582 | New | Q1 2026 | Apr 27, 2026 |
| First Long Island Investors, LLC | History | No change | 1,579 | 231 | 0.02% | 0.02% | 1477 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 1,574 | 230 | 0.15% | 0.18% | 1479 | -234 | -12.94% | Q1 2026 | May 20, 2026 |
| Innova Wealth Partners | History | Reduced | 1,568 | 229 | 0.11% | 2.07% | 1481 | -24,988 | -94.1% | Q1 2026 | Apr 24, 2026 |
| Asset Dedication, LLC | History | No change | 1,484 | 229 | 0.02% | 0.02% | 1480 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PW Nova Financial Services LLC | History | New | 1,561 | 228 | 0.06% | — | 1483 | +1,561 | New | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,475 | 228 | 0.01% | 0.01% | 1482 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 1,552 | 227 | 0.15% | 0.15% | 1484 | +150 | 10.7% | Q1 2026 | May 07, 2026 |
| CVFG LLC | History | New | 1,548 | 226 | 0.03% | — | 1490 | +1,548 | New | Q1 2026 | Apr 29, 2026 |
| FinArc Investments, Inc. | History | New | 1,547 | 226 | 0.22% | — | 1491 | +1,547 | New | Q1 2026 | May 20, 2026 |
| Teamwork Financial Advisors, LLC | History | New | 1,546 | 226 | 0.02% | — | 1489 | +1,546 | New | Q1 2026 | Apr 09, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 1,543 | 226 | 0.0% | 0.0% | 1485 | +244 | 18.78% | Q1 2026 | May 11, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 1,542 | 226 | 0.05% | 0.05% | 1487 | +146 | 10.46% | Q1 2026 | Apr 27, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 1,546 | 226 | 0.04% | 0.04% | 1488 | +5 | 0.32% | Q1 2026 | May 06, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 1,545 | 226 | 0.03% | 0.03% | 1486 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 1,539 | 225 | 0.0% | 0.0% | 1494 | -535 | -25.8% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | Reduced | 1,537 | 225 | 0.02% | 0.02% | 1492 | -114 | -6.9% | Q1 2026 | Apr 22, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 1,540 | 225 | 0.05% | 0.05% | 1493 | +60 | 4.05% | Q1 2026 | May 11, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,538 | 225 | 0.47% | 0.51% | 1495 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 1,530 | 224 | 0.02% | — | 1498 | +1,530 | New | Q1 2026 | May 12, 2026 |
| Moment Partners, LLC | History | Reduced | 1,528 | 224 | 0.04% | 0.06% | 1497 | -412 | -21.24% | Q1 2026 | May 04, 2026 |
| Accel Wealth Management | History | Added to | 1,530 | 224 | 0.06% | 0.06% | 1496 | +51 | 3.45% | Q1 2026 | Apr 08, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 1,525 | 223 | 0.13% | 0.16% | 1499 | +81 | 5.61% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 1,519 | 222 | 0.01% | 0.01% | 1500 | +5 | 0.33% | Q1 2026 | May 13, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,520 | 222 | 0.04% | 0.04% | 1501 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cypress Wealth Services, LLC | History | No change | 1,516 | 222 | 0.03% | 0.03% | 1502 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Gray Private Wealth, LLC | History | No change | 1,516 | 222 | 0.11% | 0.11% | 1503 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 1,509 | 221 | 0.05% | 0.06% | 1505 | -27 | -1.76% | Q1 2026 | Apr 24, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 1,511 | 221 | 0.18% | 0.19% | 1504 | +4 | 0.27% | Q1 2026 | May 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | New | 1,507 | 220 | 0.04% | — | 1507 | +1,507 | New | Q1 2026 | May 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 1,504 | 220 | 0.12% | — | 1508 | +1,504 | New | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Reduced | 1,502 | 220 | 0.02% | 0.02% | 1506 | -5 | -0.33% | Q1 2026 | May 08, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 1,497 | 219 | 0.07% | 0.09% | 1511 | -313 | -17.29% | Q1 2026 | May 08, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 1,499 | 219 | 0.02% | 0.02% | 1512 | -33 | -2.15% | Q1 2026 | Apr 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 1,499 | 219 | 0.04% | 0.05% | 1509 | -13 | -0.86% | Q1 2026 | Apr 15, 2026 |
| Florida Trust Wealth Management Co | History | No change | 1,498 | 219 | 0.01% | 0.01% | 1510 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | New | 1,491 | 218 | 0.03% | — | 1516 | +1,491 | New | Q1 2026 | Apr 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 1,491 | 218 | 0.02% | 0.02% | 1513 | +145 | 10.77% | Q1 2026 | Apr 20, 2026 |
| New Millennium Group LLC | History | No change | 1,415 | 218 | 0.09% | 0.09% | 1514 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Chris Bulman Inc | History | No change | 1,488 | 218 | 0.1% | 0.1% | 1515 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 1,483 | 217 | 0.02% | 0.07% | 1517 | -3,591 | -70.77% | Q1 2026 | May 06, 2026 |
| TABLEAUX LLC | History | No change | 1,482 | 217 | 0.11% | 0.16% | 1518 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 1,475 | 216 | 0.17% | 0.2% | 1520 | -111 | -7.0% | Q1 2026 | Apr 22, 2026 |
| DAVIS R M INC | History | Added to | 1,479 | 216 | 0.0% | 0.0% | 1519 | +97 | 7.02% | Q1 2026 | May 13, 2026 |
| Able Wealth Management LLC | History | Added to | 1,473 | 215 | 0.06% | 0.07% | 1522 | +1 | 0.07% | Q1 2026 | Apr 24, 2026 |
| Campion Asset Management | History | No change | 1,472 | 215 | 0.15% | 0.16% | 1521 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | New | 1,469 | 214 | 0.07% | — | 1524 | +1,469 | New | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,465 | 214 | 0.0% | 0.0% | 1523 | +46 | 3.24% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 1,457 | 213 | 0.06% | 0.06% | 1526 | +142 | 10.8% | Q1 2026 | May 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 1,453 | 213 | 0.08% | 0.09% | 1525 | -121 | -7.69% | Q1 2026 | Apr 22, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,440 | 211 | 0.06% | 0.11% | 1527 | -1,088 | -43.04% | Q1 2026 | Apr 22, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 1,446 | 211 | 0.05% | 0.05% | 1530 | -24 | -1.63% | Q1 2026 | May 07, 2026 |
| Oxler Private Wealth LLC | History | Added to | 1,440 | 211 | 0.07% | 0.06% | 1528 | +5 | 0.35% | Q1 2026 | Apr 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,441 | 211 | 0.06% | 0.07% | 1529 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 1,438 | 210 | 0.06% | 0.07% | 1531 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NFSG Corp | History | Reduced | 1,431 | 209 | 0.03% | 0.04% | 1532 | -265 | -15.63% | Q1 2026 | May 05, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 1,351 | 209 | 0.07% | 0.07% | 1533 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Straight Path Wealth Management | History | Added to | 1,422 | 208 | 0.06% | 0.06% | 1535 | +4 | 0.28% | Q1 2026 | Apr 22, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,422 | 208 | 0.01% | 0.01% | 1534 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 1,418 | 207 | 0.13% | 0.13% | 1536 | +98 | 7.42% | Q1 2026 | Apr 22, 2026 |
| Edge Wealth Management LLC | History | Reduced | 1,407 | 206 | 0.04% | 0.08% | 1538 | -1,392 | -49.73% | Q1 2026 | Apr 20, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 1,410 | 206 | 0.1% | 0.1% | 1537 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Planning LLC | History | Reduced | 1,399 | 205 | 0.06% | 0.07% | 1539 | -128 | -8.38% | Q1 2026 | Apr 27, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,398 | 204 | 0.04% | 0.05% | 1540 | -360 | -20.48% | Q1 2026 | Apr 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,318 | 204 | 0.06% | 0.06% | 1541 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 1,388 | 203 | 0.01% | 0.01% | 1542 | -165 | -10.62% | Q1 2026 | May 15, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 1,390 | 203 | 0.05% | 0.05% | 1543 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gambit Capital Management, LLC | History | New | 1,376 | 201 | 0.14% | — | 1544 | +1,376 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,367 | 200 | 0.02% | 0.02% | 1545 | -89 | -6.11% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Reduced | 1,365 | 200 | 0.03% | 0.03% | 1546 | -3 | -0.22% | Q1 2026 | Apr 20, 2026 |
| LOM Asset Management Ltd | History | No change | 1,335 | 195 | 0.06% | 0.06% | 1547 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Claris Financial LLC | History | Reduced | 1,295 | 189 | 0.1% | 0.11% | 1548 | -77 | -5.61% | Q1 2026 | May 18, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,279 | 187 | 0.01% | 0.02% | 1549 | -38 | -2.89% | Q1 2026 | May 04, 2026 |
| Gold Investment Management Ltd. | History | No change | 1,282 | 187 | 0.06% | 0.06% | 1550 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Smithfield Trust Co | History | No change | 1,266 | 186 | 0.01% | 0.01% | 1551 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Stelac Advisory Services LLC | History | Added to | 1,252 | 183 | 0.04% | 0.05% | 1552 | +400 | 46.95% | Q1 2026 | May 08, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 1,238 | 181 | 0.05% | 0.05% | 1553 | +39 | 3.25% | Q1 2026 | Apr 24, 2026 |
| Truvestments Capital LLC | History | Added to | 1,238 | 181 | 0.03% | 0.03% | 1554 | +5 | 0.41% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 1,145 | 177 | 0.03% | 0.03% | 1555 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 1,200 | 175 | 0.1% | 0.11% | 1556 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Added to | 1,187 | 174 | 0.02% | 0.02% | 1557 | +1 | 0.08% | Q1 2026 | May 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 1,175 | 172 | 0.01% | 0.01% | 1558 | -360 | -23.45% | Q1 2026 | May 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,175 | 172 | 0.01% | 0.01% | 1559 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 1,170 | 171 | 0.02% | 0.02% | 1560 | -33 | -2.74% | Q1 2026 | Apr 28, 2026 |
| Stone House Investment Management, LLC | History | Added to | 1,163 | 170 | 0.03% | 0.03% | 1561 | +67 | 6.11% | Q1 2026 | Apr 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,147 | 168 | 0.01% | 0.01% | 1562 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Arkos Global Advisors | History | New | 1,137 | 167 | 0.02% | — | 1564 | +1,137 | New | Q1 2026 | May 13, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,142 | 167 | 0.05% | 0.05% | 1563 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 1,136 | 166 | 0.01% | 0.01% | 1566 | -230 | -16.84% | Q1 2026 | Apr 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,134 | 166 | 0.01% | 0.01% | 1565 | +3 | 0.27% | Q1 2026 | May 07, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 1,128 | 165 | 0.03% | 0.03% | 1567 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Community Financial Services Group, LLC | History | New | 1,097 | 162 | 0.03% | — | 1569 | +1,097 | New | Q1 2026 | Apr 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,111 | 162 | 0.01% | 0.01% | 1568 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Nemes Rush Group LLC | History | Reduced | 1,095 | 160 | 0.02% | 0.02% | 1572 | -131 | -10.69% | Q1 2026 | Apr 21, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1,096 | 160 | 0.02% | 0.02% | 1571 | -28 | -2.49% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,097 | 160 | 0.01% | 0.01% | 1570 | -8 | -0.72% | Q1 2026 | May 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 1,056 | 154 | 0.02% | 0.02% | 1573 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,041 | 152 | 0.02% | 0.06% | 1574 | -2,651 | -71.8% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,044 | 152 | 0.08% | 0.13% | 1577 | -436 | -29.46% | Q1 2026 | May 13, 2026 |
| Clayton Financial Group LLC | History | Reduced | 1,037 | 152 | 0.08% | 0.08% | 1576 | -10 | -0.96% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,038 | 152 | 0.01% | 0.02% | 1575 | +2 | 0.19% | Q1 2026 | Apr 06, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 1,035 | 151 | 0.09% | 0.09% | 1579 | +1 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Family Manage LLC | History | No change | 1,031 | 151 | 0.02% | 0.02% | 1578 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Morse Asset Management, Inc | History | Reduced | 1,025 | 150 | 0.03% | 0.03% | 1580 | -25 | -2.38% | Q1 2026 | May 14, 2026 |
| Capitol Family Office, Inc. | History | No change | 972 | 150 | 0.18% | 0.18% | 1581 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Colonial Trust Co / SC | History | Reduced | 991 | 145 | 0.02% | 0.03% | 1582 | -449 | -31.18% | Q1 2026 | May 12, 2026 |
| Collier Financial | History | Reduced | 973 | 142 | 0.11% | 0.12% | 1584 | -80 | -7.6% | Q1 2026 | May 11, 2026 |
| DAGCO, INC. | History | No change | 975 | 142 | 0.03% | 0.03% | 1583 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 964 | 141 | 0.01% | 0.01% | 1585 | -94 | -8.88% | Q1 2026 | May 07, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 961 | 140 | 0.05% | — | 1586 | +959 | 47950.0% | Q1 2026 | May 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 952 | 139 | 0.01% | 0.01% | 1587 | -195 | -17.0% | Q1 2026 | May 05, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 952 | 139 | 0.02% | 0.02% | 1588 | +1 | 0.11% | Q1 2026 | Apr 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 945 | 138 | 0.02% | 0.02% | 1589 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 931 | 136 | 0.11% | 0.13% | 1590 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UNION SAVINGS BANK | History | No change | 902 | 132 | 0.06% | 0.06% | 1591 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Align Financial, LLC | History | Reduced | 893 | 130 | 0.07% | 0.11% | 1595 | -183,783 | -99.52% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 890 | 130 | 0.01% | 0.02% | 1592 | -13 | -1.44% | Q1 2026 | May 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 892 | 130 | 0.05% | 0.05% | 1593 | +2 | 0.22% | Q1 2026 | Apr 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 890 | 130 | 0.06% | 0.07% | 1594 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trask Adam Roland | History | New | 883 | 129 | 0.12% | — | 1597 | +883 | New | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 880 | 129 | 0.01% | 0.01% | 1596 | -645 | -42.3% | Q1 2026 | May 11, 2026 |
| Capital Advisor Network LLC | History | New | 875 | 128 | 0.15% | — | 1598 | +875 | New | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 853 | 125 | 0.01% | 0.02% | 1599 | -128 | -13.05% | Q1 2026 | May 08, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 855 | 125 | 0.0% | 0.01% | 1600 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | Added to | 844 | 123 | 0.01% | 0.01% | 1601 | +171 | 25.41% | Q1 2026 | Apr 24, 2026 |
| United Community Bank | History | Reduced | 833 | 122 | 0.04% | 0.1% | 1602 | -818 | -49.55% | Q1 2026 | Apr 24, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 838 | 122 | 0.02% | 0.03% | 1603 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 803 | 117 | 0.03% | 0.02% | 1604 | +496 | 161.56% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 803 | 117 | 0.03% | 0.04% | 1605 | +3 | 0.38% | Q1 2026 | May 13, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 798 | 116 | 0.05% | 0.05% | 1606 | -36 | -4.32% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 776 | 113 | 0.0% | 0.0% | 1607 | -406 | -34.35% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 777 | 113 | 0.0% | 0.0% | 1608 | -26 | -3.24% | Q1 2026 | Apr 23, 2026 |
| MidFirst Bank | History | Reduced | 727 | 106 | 0.01% | 0.38% | 1611 | -30,102 | -97.64% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Reduced | 727 | 106 | 0.02% | 0.03% | 1610 | -165 | -18.5% | Q1 2026 | Apr 03, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 728 | 106 | 0.01% | 0.01% | 1609 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 719 | 105 | 0.04% | 0.04% | 1612 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 707 | 103 | 0.02% | 0.02% | 1613 | +39 | 5.84% | Q1 2026 | May 05, 2026 |
| CDKV HOLDINGS LLC | History | No change | 708 | 103 | 0.09% | 0.09% | 1614 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 687 | 100 | 0.01% | 0.01% | 1616 | +34 | 5.21% | Q1 2026 | Apr 24, 2026 |
| Grove Bank & Trust | History | No change | 688 | 100 | 0.01% | 0.01% | 1615 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 676 | 99 | 0.01% | 0.01% | 1617 | -10 | -1.46% | Q1 2026 | Apr 23, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 670 | 98 | 0.08% | 0.08% | 1618 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vanguard National Trust Co | History | New | 654 | 95 | 0.01% | — | 1620 | +654 | New | Q1 2026 | May 08, 2026 |
| Addison Advisors LLC | History | Reduced | 653 | 95 | 0.02% | 0.02% | 1619 | -35 | -5.09% | Q1 2026 | May 08, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 643 | 94 | 0.01% | 0.01% | 1621 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | No change | 647 | 94 | 0.02% | 0.02% | 1622 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 635 | 93 | 0.13% | 0.14% | 1623 | +2 | 0.32% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 628 | 92 | 0.01% | 0.01% | 1624 | +16 | 2.61% | Q1 2026 | May 01, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 629 | 92 | 0.04% | 0.05% | 1625 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 626 | 91 | 0.01% | 0.01% | 1627 | +88 | 16.36% | Q1 2026 | Apr 10, 2026 |
| Perkins Coie Trust Co | History | No change | 627 | 91 | 0.02% | 0.02% | 1626 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 586 | 90 | 0.03% | 0.03% | 1628 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 604 | 88 | 0.0% | 0.0% | 1629 | +2 | 0.33% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | No change | 600 | 87 | 0.0% | 0.0% | 1630 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 592 | 86 | 0.01% | 0.01% | 1631 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 580 | 85 | 0.02% | 0.02% | 1632 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 562 | 82 | 0.01% | 0.08% | 1635 | -3,150 | -84.86% | Q1 2026 | May 15, 2026 |
| Winch Advisory Services, LLC | History | Added to | 560 | 82 | 0.02% | 0.02% | 1633 | +47 | 9.16% | Q1 2026 | Apr 30, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 530 | 82 | 0.07% | 0.07% | 1634 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 553 | 81 | 0.01% | — | 1637 | +553 | New | Q1 2026 | May 15, 2026 |
| Bravera Wealth | History | No change | 553 | 81 | 0.04% | 0.04% | 1636 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 550 | 80 | 0.02% | 0.02% | 1638 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 523 | 77 | 0.01% | 0.0% | 1639 | -8,100 | -93.93% | Q1 2026 | May 21, 2026 |
| Forum Finance Group S.A. | History | New | 650 | 76 | 0.04% | — | 1640 | +650 | New | Q1 2026 | May 07, 2026 |
| PlanVest Financial, Inc | History | New | 514 | 75 | 0.06% | — | 1641 | +514 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 513 | 74 | 0.01% | 0.01% | 1643 | -43 | -7.73% | Q1 2026 | May 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 509 | 74 | 0.02% | 0.02% | 1642 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 502 | 73 | 0.07% | 0.08% | 1645 | -1 | -0.2% | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 500 | 73 | 0.03% | 0.03% | 1644 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 495 | 72 | 0.04% | 0.03% | 1646 | +209 | 73.08% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 486 | 71 | 0.02% | — | 1647 | +486 | New | Q1 2026 | May 08, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 481 | 70 | 0.02% | 0.02% | 1648 | +119 | 32.87% | Q1 2026 | Apr 21, 2026 |
| Pacifica Partners Inc. | History | Reduced | 480 | 70 | 0.02% | 0.03% | 1650 | -20 | -4.0% | Q1 2026 | Apr 09, 2026 |
| Kozak & Associates, Inc. | History | Added to | 476 | 70 | 0.01% | 0.01% | 1649 | +2 | 0.42% | Q1 2026 | Apr 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 480 | 70 | 0.01% | 0.01% | 1651 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 458 | 67 | 0.0% | 0.01% | 1652 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Archer Investment Corp | History | Reduced | 455 | 66 | 0.01% | 0.02% | 1653 | -133 | -22.62% | Q1 2026 | May 04, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 455 | 66 | 0.06% | 0.1% | 1654 | +8 | 1.79% | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 439 | 64 | 0.04% | — | 1656 | +439 | New | Q1 2026 | May 12, 2026 |
| Rakuten Securities, Inc. | History | Added to | 441 | 64 | 0.03% | 0.01% | 1655 | +209 | 90.09% | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 410 | 60 | 0.02% | 0.05% | 1657 | -485 | -54.19% | Q1 2026 | Apr 23, 2026 |
| Burk Holdings LLC | History | New | 407 | 59 | 0.03% | — | 1660 | +407 | New | Q1 2026 | May 07, 2026 |
| Financial Perspectives, Inc | History | Added to | 403 | 59 | 0.02% | 0.02% | 1658 | +1 | 0.25% | Q1 2026 | May 11, 2026 |
| Sachetta, LLC | History | No change | 406 | 59 | 0.03% | 0.03% | 1659 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 402 | 58 | 0.02% | 0.03% | 1661 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 378 | 58 | 0.0% | 0.0% | 1662 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Citizens National Bank Trust Department | History | No change | 400 | 58 | 0.01% | 0.01% | 1663 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 389 | 57 | 0.01% | 0.01% | 1664 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 391 | 57 | 0.03% | 0.02% | 1665 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 380 | 56 | 0.0% | 0.0% | 1666 | +140 | 58.33% | Q1 2026 | May 01, 2026 |
| Founders Capital Management | History | No change | 384 | 56 | 0.03% | 0.03% | 1667 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 378 | 55 | 0.01% | 0.01% | 1668 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 371 | 54 | 0.03% | 0.03% | 1671 | +1 | 0.27% | Q1 2026 | Apr 21, 2026 |
| Paladin Advisory Group, LLC | History | No change | 373 | 54 | 0.04% | 0.04% | 1669 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Breakwater Investment Management | History | No change | 369 | 54 | 0.02% | 0.02% | 1670 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | New | 365 | 53 | 0.03% | — | 1675 | +365 | New | Q1 2026 | May 07, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 365 | 53 | 0.01% | 0.01% | 1674 | -154 | -29.67% | Q1 2026 | Apr 20, 2026 |
| Avion Wealth | History | Added to | 365 | 53 | 0.01% | 0.01% | 1673 | +109 | 42.58% | Q1 2026 | May 01, 2026 |
| Colonial Trust Advisors | History | Reduced | 365 | 53 | 0.0% | 0.0% | 1672 | -50 | -12.05% | Q1 2026 | May 12, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 356 | 52 | 0.0% | 0.01% | 1677 | -140 | -28.23% | Q1 2026 | Apr 06, 2026 |
| Team Financial Group, LLC | History | Added to | 359 | 52 | 0.02% | 0.02% | 1676 | +1 | 0.28% | Q1 2026 | May 01, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 354 | 51 | 0.04% | 0.03% | 1678 | +54 | 18.0% | Q1 2026 | Apr 16, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 145 | 50 | 0.02% | 0.02% | 1680 | +1 | 0.69% | Q1 2026 | Apr 20, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 341 | 50 | 0.01% | 0.01% | 1681 | +1 | 0.29% | Q1 2026 | Apr 20, 2026 |
| Coastline Trust Co | History | No change | 345 | 50 | 0.0% | 0.0% | 1679 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 338 | 49 | 0.05% | 0.08% | 1684 | -180 | -34.75% | Q1 2026 | May 13, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 335 | 49 | 0.01% | 0.01% | 1683 | +125 | 59.52% | Q1 2026 | Apr 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 318 | 49 | 0.0% | 0.0% | 1682 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 330 | 48 | 0.07% | 0.2% | 1687 | -700 | -67.96% | Q1 2026 | May 14, 2026 |
| Olistico Wealth, LLC | History | No change | 330 | 48 | 0.02% | 0.02% | 1685 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 333 | 48 | 0.02% | 0.03% | 1686 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 326 | 47 | 0.04% | — | 1689 | +326 | New | Q1 2026 | Apr 24, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 321 | 47 | 0.02% | 0.02% | 1688 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 317 | 46 | 0.0% | 0.0% | 1690 | -542 | -63.1% | Q1 2026 | May 13, 2026 |
| Wellington Grp LLC | History | Reduced | 317 | 46 | 0.01% | 0.02% | 1691 | -137 | -30.18% | Q1 2026 | May 22, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 309 | 45 | 0.0% | — | 1693 | +309 | New | Q1 2026 | May 12, 2026 |
| Manchester Capital Management LLC | History | No change | 312 | 45 | 0.01% | 0.01% | 1692 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 302 | 44 | 0.01% | 0.01% | 1694 | -28 | -8.48% | Q1 2026 | Apr 03, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 298 | 43 | 0.01% | 0.02% | 1697 | -80 | -21.16% | Q1 2026 | May 11, 2026 |
| Hartford Financial Management Inc. | History | No change | 300 | 43 | 0.01% | 0.01% | 1695 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 300 | 43 | 0.01% | 0.01% | 1696 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 287 | 42 | 0.03% | — | 1698 | +287 | New | Q1 2026 | Apr 21, 2026 |
| Park Square Financial Group, LLC | History | New | 283 | 41 | 0.31% | — | 1701 | +283 | New | Q1 2026 | May 13, 2026 |
| WealthCollab, LLC | History | Reduced | 280 | 41 | 0.02% | 0.03% | 1699 | -257 | -47.86% | Q1 2026 | May 13, 2026 |
| Redwood Park Advisors LLC | History | No change | 283 | 41 | 0.03% | 0.03% | 1700 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 273 | 40 | 0.0% | 0.0% | 1702 | +158 | 137.39% | Q1 2026 | May 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 277 | 40 | 0.01% | 0.01% | 1703 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Fairscale Capital, LLC | History | No change | 277 | 40 | 0.03% | 0.03% | 1704 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| one8zero8, LLC | History | No change | 277 | 40 | 0.01% | 0.01% | 1705 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Windsor Advisory Group, LLC | History | New | 261 | 38 | 0.03% | — | 1707 | +261 | New | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 271 | 38 | 0.05% | 0.09% | 1706 | -151 | -35.78% | Q1 2026 | Apr 29, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 259 | 37 | 0.0% | 0.0% | 1708 | +23 | 9.75% | Q1 2026 | Apr 29, 2026 |
| Hanson & Doremus Investment Management | History | No change | 251 | 37 | 0.0% | 0.0% | 1709 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 250 | 36 | 0.0% | 0.01% | 1712 | -17,348 | -98.58% | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | Reduced | 249 | 36 | 0.0% | 0.0% | 1714 | -44 | -15.02% | Q1 2026 | Apr 21, 2026 |
| Knuff & Co LLC | History | Reduced | 250 | 36 | 0.01% | 0.01% | 1710 | -40 | -13.79% | Q1 2026 | May 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 247 | 36 | 0.01% | 0.01% | 1713 | +35 | 16.51% | Q1 2026 | May 07, 2026 |
| Gleason Group, Inc. | History | Added to | 252 | 36 | 0.0% | 0.0% | 1711 | +1 | 0.4% | Q1 2026 | May 04, 2026 |
| Clark Wealth Partners | History | No change | 243 | 35 | 0.02% | 0.02% | 1715 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 245 | 35 | 0.03% | 0.03% | 1716 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fairway Wealth LLC | History | New | 226 | 33 | 0.01% | — | 1718 | +226 | New | Q1 2026 | Apr 23, 2026 |
| Armor Investment Advisors, LLC | History | No change | 230 | 33 | 0.01% | 0.01% | 1717 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Synergy Investment Management, LLC | History | New | 223 | 32 | 0.01% | — | 1725 | +223 | New | Q1 2026 | May 14, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 219 | 32 | 0.01% | 0.0% | 1721 | +145 | 195.95% | Q1 2026 | May 13, 2026 |
| HighMark Wealth Management LLC | History | Added to | 222 | 32 | 0.01% | 0.01% | 1720 | +1 | 0.45% | Q1 2026 | May 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 220 | 32 | 0.01% | 0.01% | 1719 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 220 | 32 | 0.01% | 0.01% | 1722 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bulwark Capital Corp | History | No change | 220 | 32 | 0.02% | 0.02% | 1723 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NorthAvenue LLC | History | No change | 220 | 32 | 0.03% | 0.03% | 1724 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 216 | 31 | 0.01% | 0.01% | 1726 | +1 | 0.47% | Q1 2026 | Apr 24, 2026 |
| IAG Wealth Partners, LLC | History | No change | 215 | 31 | 0.0% | 0.0% | 1727 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 209 | 30 | 0.01% | 0.01% | 1730 | -72 | -25.62% | Q1 2026 | Apr 22, 2026 |
| Bangor Savings Bank | History | Reduced | 208 | 30 | 0.0% | 0.0% | 1728 | -34 | -14.05% | Q1 2026 | Apr 01, 2026 |
| Roxbury Financial LLC | History | Added to | 205 | 30 | 0.03% | 0.03% | 1731 | +1 | 0.49% | Q1 2026 | Apr 17, 2026 |
| Bogart Wealth, LLC | History | No change | 210 | 30 | 0.0% | 0.0% | 1729 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Topsail Wealth Management, LLC | History | No change | 210 | 30 | 0.0% | 0.0% | 1732 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 200 | 29 | 0.03% | 0.12% | 1737 | -653 | -76.55% | Q1 2026 | Apr 08, 2026 |
| True Link Financial Advisors, LLC | History | New | 203 | 29 | 0.0% | — | 1739 | +203 | New | Q1 2026 | Apr 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 200 | 29 | 0.0% | — | 1738 | +200 | New | Q1 2026 | Apr 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 200 | 29 | 0.0% | 0.0% | 1733 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BankPlus Trust Department | History | No change | 203 | 29 | 0.01% | 0.01% | 1734 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 200 | 29 | 0.02% | 0.02% | 1735 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parvin Asset Management, LLC | History | No change | 200 | 29 | 0.02% | 0.02% | 1736 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 193 | 28 | 0.02% | 0.02% | 1740 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 192 | 28 | 0.01% | 0.01% | 1741 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 186 | 27 | 0.01% | 0.0% | 1745 | +107 | 135.44% | Q1 2026 | May 14, 2026 |
| Eukles Asset Management | History | Added to | 188 | 27 | 0.01% | 0.01% | 1743 | +39 | 26.17% | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | No change | 187 | 27 | 0.0% | 0.0% | 1742 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 175 | 27 | 0.02% | 0.02% | 1744 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Operose Advisors LLC | History | Reduced | 178 | 26 | 0.01% | 0.01% | 1747 | -90 | -33.58% | Q1 2026 | May 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 178 | 26 | 0.0% | 0.0% | 1746 | +11 | 6.59% | Q1 2026 | May 08, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 175 | 25 | 0.01% | 0.01% | 1748 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| STEPH & CO | History | No change | 170 | 24 | 0.01% | 0.01% | 1749 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pioneer Family Office, LLC | History | No change | 159 | 23 | 0.01% | 0.02% | 1750 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 152 | 22 | 0.02% | 0.02% | 1753 | -24 | -13.64% | Q1 2026 | May 14, 2026 |
| Financial Avengers, Inc. | History | Added to | 152 | 22 | 0.01% | 0.01% | 1751 | +1 | 0.66% | Q1 2026 | May 19, 2026 |
| RMG Wealth Management LLC | History | No change | 155 | 22 | 0.0% | 0.0% | 1752 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 148 | 21 | 0.0% | 0.0% | 1754 | +75 | 102.74% | Q1 2026 | May 11, 2026 |
| PFS Partners, LLC | History | Added to | 146 | 21 | 0.01% | 0.01% | 1759 | +1 | 0.69% | Q1 2026 | Apr 09, 2026 |
| Oakworth Capital, Inc. | History | No change | 150 | 21 | 0.0% | 0.0% | 1755 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Luken Investment Analytics, LLC | History | No change | 150 | 21 | 0.01% | 0.01% | 1756 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Davis Capital Management | History | No change | 150 | 21 | 0.01% | 0.02% | 1757 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 148 | 21 | 0.0% | 0.0% | 1758 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 125 | 20 | 0.03% | — | 1760 | +125 | New | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 130 | 19 | 0.0% | 0.0% | 1761 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Bridge, LLC | History | No change | 132 | 19 | 0.01% | 0.01% | 1762 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Piscataqua Savings Bank | History | No change | 134 | 19 | 0.01% | 0.01% | 1763 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 135 | 19 | 0.0% | 0.0% | 1764 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 135 | 19 | 0.0% | 0.0% | 1765 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | Added to | 126 | 18 | 0.0% | 0.0% | 1766 | +112 | 800.0% | Q1 2026 | Apr 10, 2026 |
| Miller Capital Partners, Inc. | History | No change | 123 | 18 | 0.01% | 0.01% | 1767 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 120 | 17 | 0.01% | 0.01% | 1768 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| EFG International AG | History | Reduced | 114 | 16 | 0.0% | 0.01% | 1772 | -3,116 | -96.47% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 108 | 16 | 0.01% | 0.01% | 1771 | -22 | -16.92% | Q1 2026 | May 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 110 | 16 | 0.0% | 0.0% | 1769 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Inspire Investing, LLC | History | No change | 113 | 16 | 0.0% | 0.0% | 1770 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 105 | 15 | 0.01% | 0.01% | 1774 | -5 | -4.55% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | No change | 107 | 15 | 0.01% | 0.01% | 1773 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| First PREMIER Bank | History | No change | 104 | 15 | 0.0% | 0.0% | 1775 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Scarborough Advisors, LLC | History | No change | 106 | 15 | 0.0% | 0.0% | 1776 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 104 | 15 | 0.0% | 0.01% | 1777 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 102 | 14 | 0.0% | 0.04% | 1785 | -2,191 | -95.55% | Q1 2026 | Apr 08, 2026 |
| True Wealth Design, LLC | History | New | 100 | 14 | 0.0% | — | 1786 | +100 | New | Q1 2026 | Apr 13, 2026 |
| Private Wealth Management Group, LLC | History | New | 100 | 14 | 0.0% | — | 1787 | +100 | New | Q1 2026 | Apr 23, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 100 | 14 | 0.0% | 0.0% | 1778 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Anfield Capital Management, LLC | History | No change | 102 | 14 | 0.0% | 0.0% | 1779 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BALLAST ADVISORS LLC | History | No change | 95 | 14 | 0.0% | 0.0% | 1780 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 97 | 14 | 0.01% | 0.01% | 1781 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 101 | 14 | 0.0% | 0.01% | 1782 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 100 | 14 | 0.0% | 0.0% | 1783 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 96 | 14 | 0.01% | 0.01% | 1784 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 90 | 13 | 0.01% | 0.01% | 1788 | -75 | -45.45% | Q1 2026 | Apr 17, 2026 |
| Integrity Financial Corp /WA | History | No change | 91 | 13 | 0.01% | 0.01% | 1789 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | No change | 93 | 13 | 0.01% | 0.01% | 1790 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 84 | 12 | 0.0% | 0.0% | 1791 | -144 | -63.16% | Q1 2026 | Apr 14, 2026 |
| Vision Retirement, LLC | History | New | 88 | 12 | 0.0% | — | 1794 | +88 | New | Q1 2026 | May 07, 2026 |
| Front Row Advisors LLC | History | No change | 84 | 12 | 0.0% | 0.0% | 1792 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Imprint Wealth LLC | History | No change | 88 | 12 | 0.05% | 0.06% | 1793 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | No change | 81 | 11 | 0.0% | 0.0% | 1795 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 65 | 9 | 0.01% | — | 1801 | +65 | New | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 66 | 9 | 0.0% | 0.01% | 1799 | -20 | -23.26% | Q1 2026 | May 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 62 | 9 | 0.0% | 0.0% | 1796 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Balentine LLC | History | No change | 63 | 9 | 0.0% | 0.0% | 1797 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IMG Wealth Management, Inc. | History | No change | 67 | 9 | 0.01% | 0.01% | 1798 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | No change | 58 | 9 | 0.0% | 0.0% | 1800 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 58 | 8 | 0.01% | 0.04% | 1806 | -302 | -83.89% | Q1 2026 | Apr 14, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 59 | 8 | 0.0% | 0.01% | 1805 | -94 | -61.44% | Q1 2026 | May 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 60 | 8 | 0.02% | 0.03% | 1802 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Peterson Wealth Services | History | No change | 58 | 8 | 0.0% | 0.0% | 1803 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Valued Wealth Advisors LLC | History | No change | 61 | 8 | 0.0% | 0.0% | 1804 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 51 | 7 | 0.0% | 0.0% | 1808 | -15 | -22.73% | Q1 2026 | May 06, 2026 |
| City State Bank | History | No change | 50 | 7 | 0.0% | 0.0% | 1807 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 42 | 6 | 0.0% | 3.37% | 1809 | -52,417 | -99.92% | Q1 2026 | Apr 07, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 48 | 6 | 0.0% | — | 1811 | +48 | New | Q1 2026 | May 05, 2026 |
| Monetary Solutions, Ltd | History | No change | 42 | 6 | 0.01% | 0.01% | 1810 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 39 | 5 | 0.0% | 0.01% | 1814 | -1,455 | -97.39% | Q1 2026 | May 15, 2026 |
| Joseph Group Capital Management | History | New | 36 | 5 | 0.0% | — | 1816 | +36 | New | Q1 2026 | May 08, 2026 |
| Blume Capital Management, Inc. | History | New | 35 | 5 | 0.0% | — | 1815 | +35 | New | Q1 2026 | May 01, 2026 |
| Orion Capital Management LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 1812 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 1813 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Twin Tree Management, LP | History | Reduced | 31 | 4 | 0.0% | 0.17% | 1818 | -128,969 | -99.98% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 28 | 4 | 0.0% | 0.0% | 1817 | +9 | 47.37% | Q1 2026 | May 13, 2026 |
| SFAM, LLC | History | No change | 30 | 4 | 0.0% | 0.0% | 1819 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 30 | 4 | 0.0% | 0.0% | 1820 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NCP Inc. | History | No change | 29 | 4 | 0.01% | 0.0% | 1821 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 29 | 4 | 0.0% | 0.0% | 1822 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Advocates LLC | History | Reduced | 21 | 3 | 0.01% | 0.01% | 1823 | -170 | -89.01% | Q1 2026 | May 15, 2026 |
| Hickory Point Bank & Trust | History | New | 23 | 3 | 0.0% | — | 1825 | +23 | New | Q1 2026 | Apr 03, 2026 |
| Gen-Wealth Partners Inc | History | No change | 25 | 3 | 0.0% | 0.0% | 1824 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 15 | 2 | 0.0% | 0.01% | 1829 | -260 | -94.55% | Q1 2026 | Apr 06, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 18 | 2 | 0.0% | — | 1831 | +18 | New | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | Reduced | 18 | 2 | 0.0% | 0.0% | 1828 | -7 | -28.0% | Q1 2026 | Apr 09, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 16 | 2 | 0.0% | 0.0% | 1826 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sawyer & Company, Inc | History | No change | 18 | 2 | 0.0% | 0.0% | 1827 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 17 | 2 | 0.0% | 0.0% | 1830 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | Reduced | 9 | 1 | 0.0% | 0.03% | 1832 | -248 | -96.5% | Q1 2026 | May 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 11 | 1 | 0.0% | — | 1835 | +11 | New | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 10 | 1 | 0.0% | — | 1834 | +10 | New | Q1 2026 | May 11, 2026 |
| Copia Wealth Management | History | Reduced | 12 | 1 | 0.0% | 0.0% | 1833 | -2 | -14.29% | Q1 2026 | May 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.27% | — | -1,418,516 | -100.0% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -750,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Main Management Fund Advisors LLC | History | Closed out | 0 | 0 | — | 9.48% | — | -671,500 | -100.0% | Q1 2026 | May 14, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -260,673 | -100.0% | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.61% | — | -260,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.61% | — | -257,540 | -100.0% | Q1 2026 | May 11, 2026 |
| Affinity Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 2.21% | — | -250,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Hiddenite Capital Partners LP | History | Closed out | 0 | 0 | — | 5.02% | — | -250,000 | -100.0% | Q1 2026 | May 07, 2026 |
| University of Illinois Foundation | History | Closed out | 0 | 0 | — | 8.63% | — | -162,410 | -100.0% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -160,128 | -100.0% | Q1 2026 | May 15, 2026 |
| New Harbor Financial Group, LLC | History | Closed out | 0 | 0 | — | 2.73% | — | -96,368 | -100.0% | Q1 2026 | May 05, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 1.65% | — | -76,294 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -74,200 | -100.0% | Q1 2026 | May 13, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.88% | — | -71,941 | -100.0% | Q1 2026 | May 15, 2026 |
| Titan Wealth (CI) Ltd | History | Closed out | 0 | 0 | — | 3.58% | — | -60,201 | -100.0% | Q1 2026 | May 15, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | Closed out | 0 | 0 | — | 8.94% | — | -55,635 | -100.0% | Q1 2026 | May 12, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 3.21% | — | -53,724 | -100.0% | Q1 2026 | May 07, 2026 |
| Sharp Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 3.53% | — | -45,338 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Ball & Co Wealth Management Inc. | History | Closed out | 0 | 0 | — | 4.48% | — | -44,942 | -100.0% | Q1 2026 | May 01, 2026 |
| Lake Hills Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.62% | — | -44,827 | -100.0% | Q1 2026 | Apr 10, 2026 |
| MARVIN & PALMER ASSOCIATES INC | History | Closed out | 0 | 0 | — | 4.77% | — | -43,630 | -100.0% | Q1 2026 | May 08, 2026 |
| Financial Enhancement Group LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -42,870 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -39,891 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,188 | -100.0% | Q1 2026 | May 05, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -37,710 | -100.0% | Q1 2026 | May 13, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 1.76% | — | -35,500 | -100.0% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.38% | — | -31,892 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.2% | — | -28,700 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,657 | -100.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,048 | -100.0% | Q1 2026 | May 04, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.87% | — | -24,602 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -24,567 | -100.0% | Q1 2026 | May 15, 2026 |
| Myriad Asset Management Advisors LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -22,494 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Titiun Yejiel | History | Closed out | 0 | 0 | — | 4.08% | — | -21,970 | -100.0% | Q1 2026 | May 04, 2026 |
| Centric Wealth Management | History | Closed out | 0 | 0 | — | 0.71% | — | -21,619 | -100.0% | Q1 2026 | May 12, 2026 |
| Midwest Professional Planners, LTD. | History | Closed out | 0 | 0 | — | 0.79% | — | -21,445 | -100.0% | Q1 2026 | May 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -20,635 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Greenland Capital Management LP | History | Closed out | 0 | 0 | — | 0.32% | — | -19,500 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -18,827 | -100.0% | Q1 2026 | May 12, 2026 |
| Wall Capital Group, Inc. | History | Closed out | 0 | 0 | — | 2.6% | — | -17,616 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -17,069 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Titan Investment Solutions Ltd | History | Closed out | 0 | 0 | — | 0.31% | — | -16,447 | -100.0% | Q1 2026 | May 12, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 2.39% | — | -16,208 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -15,142 | -100.0% | Q1 2026 | Apr 30, 2026 |
| K.J. Harrison & Partners Inc | History | Closed out | 0 | 0 | — | 0.31% | — | -15,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Northstar Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -13,599 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -13,086 | -100.0% | Q1 2026 | May 15, 2026 |
| Capstone Capital Management Ltd | History | Closed out | 0 | 0 | — | 1.89% | — | -12,700 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Colter Lewis Investment Partners LLC | History | Closed out | 0 | 0 | — | 2.24% | — | -12,510 | -100.0% | Q1 2026 | May 15, 2026 |
| One River Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -12,460 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,100 | -100.0% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,395 | -100.0% | Q1 2026 | May 13, 2026 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 1.12% | — | -11,184 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Mawer Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,855 | -100.0% | Q1 2026 | May 06, 2026 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,682 | -100.0% | Q1 2026 | May 12, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Closed out | 0 | 0 | — | 0.08% | — | -9,215 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,108 | -100.0% | Q1 2026 | May 01, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.12% | — | -8,983 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,863 | -100.0% | Q1 2026 | May 12, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.25% | — | -8,665 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -7,646 | -100.0% | Q1 2026 | May 15, 2026 |
| Myriad Asset Management US LP | History | Closed out | 0 | 0 | — | 1.76% | — | -6,779 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Loudon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -6,745 | -100.0% | Q1 2026 | May 11, 2026 |
| Iyo Bank, Ltd. | History | Closed out | 0 | 0 | — | 0.32% | — | -6,497 | -100.0% | Q1 2026 | May 12, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -6,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Kessler Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -5,760 | -100.0% | Q1 2026 | Apr 10, 2026 |
| MAIRS & POWER INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,522 | -100.0% | Q1 2026 | May 13, 2026 |
| Berkeley Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,455 | -100.0% | Q1 2026 | May 06, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,394 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -5,301 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Southland Equity Partners LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,120 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,952 | -100.0% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,941 | -100.0% | Q1 2026 | May 14, 2026 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,818 | -100.0% | Q1 2026 | Apr 21, 2026 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -4,741 | -100.0% | Q1 2026 | Apr 16, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -4,241 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,117 | -100.0% | Q1 2026 | May 01, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -4,099 | -100.0% | Q1 2026 | May 15, 2026 |
| Stablepoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,803 | -100.0% | Q1 2026 | Apr 30, 2026 |
| JSF Financial, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,636 | -100.0% | Q1 2026 | May 07, 2026 |
| Range Financial Group LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,165 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Generation Capital Management LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -3,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -2,937 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,823 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,820 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CITIZENS & NORTHERN CORP | History | Closed out | 0 | 0 | — | 0.1% | — | -2,659 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,585 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -2,318 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,287 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Axecap Investments, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,274 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,207 | -100.0% | Q1 2026 | Apr 30, 2026 |
| LEE DANNER & BASS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,182 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -2,178 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Ark Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -2,136 | -100.0% | Q1 2026 | May 14, 2026 |
| Bravias Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,076 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.1% | — | -1,981 | -100.0% | Q1 2026 | May 15, 2026 |
| Richwood Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -1,946 | -100.0% | Q1 2026 | May 15, 2026 |
| KTF INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,913 | -100.0% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,899 | -100.0% | Q1 2026 | May 12, 2026 |
| YHB Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,897 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,897 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Spartan Planning & Wealth Management | History | Closed out | 0 | 0 | — | 0.21% | — | -1,828 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q1 2026 | May 14, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,742 | -100.0% | Q1 2026 | May 05, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,648 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.05% | — | -1,629 | -100.0% | Q1 2026 | May 05, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,600 | -100.0% | Q1 2026 | May 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -1,548 | -100.0% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -1,493 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,483 | -100.0% | Q1 2026 | May 13, 2026 |
| Trademark Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,469 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Madden Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,458 | -100.0% | Q1 2026 | May 11, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,447 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Prostatis Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,445 | -100.0% | Q1 2026 | May 12, 2026 |
| Fort Sheridan Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,405 | -100.0% | Q1 2026 | May 06, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,403 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Seelaus Asset Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,390 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,389 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Curtis Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,384 | -100.0% | Q1 2026 | May 08, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,382 | -100.0% | Q1 2026 | May 01, 2026 |
| Arcus Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,380 | -100.0% | Q1 2026 | May 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,374 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Seneca House Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -1,373 | -100.0% | Q1 2026 | May 01, 2026 |
| American State Bank (Iowa) | History | Closed out | 0 | 0 | — | 0.1% | — | -1,373 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,357 | -100.0% | Q1 2026 | May 07, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Closed out | 0 | 0 | — | 0.08% | — | -1,355 | -100.0% | Q1 2026 | May 14, 2026 |
| Summit Financial Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,353 | -100.0% | Q1 2026 | May 01, 2026 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,338 | -100.0% | Q1 2026 | May 05, 2026 |
| Evernest Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,328 | -100.0% | Q1 2026 | May 04, 2026 |
| Legacy Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,323 | -100.0% | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,321 | -100.0% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,320 | -100.0% | Q1 2026 | Apr 22, 2026 |
| James J. Burns & Company, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,309 | -100.0% | Q1 2026 | Apr 17, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,302 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SpringVest Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,302 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Mathes Company, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,300 | -100.0% | Q1 2026 | May 08, 2026 |
| Resolute Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,296 | -100.0% | Q1 2026 | May 07, 2026 |
| Blackston Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,293 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -895 | -100.0% | Q1 2026 | May 05, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -701 | -100.0% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -576 | -100.0% | Q1 2026 | May 01, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -552 | -100.0% | Q1 2026 | Apr 21, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -518 | -100.0% | Q1 2026 | Apr 14, 2026 |
| XY Capital Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -400 | -100.0% | Q1 2026 | May 12, 2026 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 06, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -283 | -100.0% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -248 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -166 | -100.0% | Q1 2026 | Apr 20, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q1 2026 | May 01, 2026 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 04, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 05, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 29, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -46 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 15, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 05, 2026 |
| Pingora Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 01, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 01, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| Holos Integrated Wealth LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 08, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |