SELECT SECTOR SPDR TRUST - XLY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 38,975,662 | 4,247,567 | 0.31% | 0.34% | 1 | -230,141 | -0.59% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 12,955,190 | 1,368,845 | 0.09% | 0.1% | 2 | -326,054 | -2.45% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 8,100,060 | 882,744 | 0.05% | 0.05% | 3 | +760,049 | 10.35% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 6,580,818 | 717,177 | 0.3% | 0.33% | 4 | +88,270 | 1.36% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,912,446 | 644,338 | 0.12% | 0.13% | 5 | +162,905 | 2.83% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 5,523,556 | 601,957 | 0.09% | 0.09% | 6 | +626,260 | 12.79% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,004,333 | 545,372 | 0.06% | 0.09% | 7 | -1,287,024 | -20.46% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 4,955,445 | 540,044 | 0.07% | 0.05% | 8 | +2,083,445 | 72.54% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 4,600,639 | 501,377 | 0.08% | 0.06% | 9 | +1,155,339 | 33.53% | Q1 2026 | May 15, 2026 |
| Elliott Investment Management L.P. | History | New | 4,300,000 | 468,614 | 2.33% | — | 10 | +4,300,000 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,528,873 | 384,576 | 0.1% | 0.12% | 11 | +157,287 | 4.67% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,412,558 | 371,900 | 0.04% | 0.06% | 12 | -943,723 | -21.66% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,059,312 | 333,403 | 0.09% | 0.11% | 13 | -318,364 | -9.43% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 3,017,721 | 328,871 | 0.37% | 0.41% | 14 | -29,069 | -0.95% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,997,657 | 326,684 | 0.1% | 0.11% | 15 | -9,545 | -0.32% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 2,960,332 | 322,616 | 2.8% | 2.92% | 16 | +119,040 | 4.19% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,532,740 | 307,828 | 0.07% | 0.1% | 17 | -1,210,269 | -32.33% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 2,705,510 | 294,846 | 0.07% | 0.14% | 18 | -2,349,109 | -46.47% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 2,427,091 | 264,504 | 4.13% | 5.76% | 19 | -840,694 | -25.73% | Q1 2026 | May 13, 2026 |
| Main Management ETF Advisors, LLC | History | Reduced | 2,079,043 | 226,574 | 8.46% | 8.85% | 20 | -291 | -0.01% | Q1 2026 | May 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 1,984,664 | 216,287 | 2.37% | 1.41% | 21 | +965,119 | 94.66% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 1,884,389 | 205,360 | 0.34% | 0.26% | 22 | +556,180 | 41.87% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,774,854 | 193,423 | 0.16% | 0.57% | 23 | -1,608,366 | -47.54% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,375,132 | 149,862 | 0.03% | 0.02% | 24 | +166,167 | 13.74% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,273,395 | 138,774 | 0.02% | 0.02% | 25 | +188,517 | 17.38% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 1,246,345 | 135,819 | 0.92% | 2.57% | 26 | -1,234,256 | -49.76% | Q1 2026 | May 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,197,529 | 130,506 | 0.24% | 0.17% | 27 | +413,913 | 52.82% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,190,660 | 129,758 | 0.17% | 0.19% | 28 | -13,200 | -1.1% | Q1 2026 | Apr 27, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,117,600 | 121,796 | 0.73% | 0.86% | 29 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 1,116,106 | 121,633 | 0.58% | 1.0% | 30 | -660,800 | -37.19% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Added to | 936,429 | 102,056 | 2.46% | 2.58% | 31 | +8,502 | 0.92% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Reduced | 902,277 | 98,330 | 0.0% | 0.0% | 32 | -52,702 | -5.52% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 877,620 | 95,643 | 0.11% | 0.03% | 33 | +650,820 | 286.96% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 863,594 | 94,114 | 0.34% | 0.17% | 34 | +461,814 | 114.94% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 647,388 | 70,554 | 0.06% | 0.07% | 35 | -31,549 | -4.65% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 610,692 | 66,568 | 0.1% | 0.13% | 36 | -138,272 | -18.46% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 593,670 | 64,698 | 0.07% | 0.08% | 37 | -5,510 | -0.92% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 590,003 | 64,298 | 0.01% | 0.01% | 38 | -57,100 | -8.82% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 578,818 | 63,122 | 2.01% | 2.29% | 39 | +28,947 | 5.26% | Q1 2026 | May 06, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 574,454 | 62,603 | 0.28% | 0.32% | 40 | -40,606 | -6.6% | Q1 2026 | May 07, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 568,000 | 61,900 | 0.7% | 0.69% | 41 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rokos Capital Management LLP | History | New | 558,230 | 60,821 | 0.46% | — | 42 | +558,230 | New | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 537,572 | 58,584 | 0.28% | 0.3% | 43 | +103,572 | 23.86% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | Added to | 535,467 | 58,355 | 0.78% | 0.11% | 44 | +457,956 | 590.83% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 532,354 | 58,016 | 0.07% | 0.08% | 45 | -10,994 | -2.02% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 530,436 | 57,806 | 0.09% | 0.0% | 46 | +515,600 | 3475.33% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 528,464 | 57,592 | 0.1% | 0.11% | 47 | +23,073 | 4.57% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 496,197 | 54,075 | 1.79% | 1.87% | 48 | +7,203 | 1.47% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 489,277 | 53,321 | 0.06% | 0.06% | 49 | +425 | 0.09% | Q1 2026 | May 05, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 485,837 | 52,946 | 0.82% | 0.95% | 50 | +3,714 | 0.77% | Q1 2026 | May 11, 2026 |
| Main Management LLC | History | Reduced | 484,338 | 52,783 | 3.84% | 4.35% | 51 | -21,780 | -4.3% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 438,000 | 47,733 | 0.06% | 0.08% | 52 | -193,060 | -30.59% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 437,813 | 47,712 | 0.02% | 0.02% | 53 | -21,489 | -4.68% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 437,013 | 47,625 | 0.02% | 0.03% | 54 | -90,820 | -17.21% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 400,555 | 43,653 | 1.19% | 1.27% | 55 | +8,937 | 2.28% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 397,430 | 43,312 | 0.55% | 0.61% | 56 | -6,245 | -1.55% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 396,710 | 43,233 | 0.21% | 0.23% | 57 | +22,212 | 5.93% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 382,126 | 41,644 | 0.06% | 0.08% | 58 | -69,943 | -15.47% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 374,334 | 40,794 | 0.11% | 0.15% | 59 | -128,510 | -25.56% | Q1 2026 | May 04, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 373,514 | 40,705 | 0.11% | 0.08% | 60 | +89,676 | 31.59% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 362,392 | 39,493 | 1.74% | 1.07% | 61 | +161,289 | 80.2% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | Added to | 356,509 | 38,850 | 1.37% | 0.06% | 62 | +341,023 | 2202.14% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 329,900 | 35,952 | 0.16% | 0.28% | 63 | -514,900 | -60.95% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 327,899 | 35,734 | 0.04% | 0.01% | 64 | +278,899 | 569.18% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 322,372 | 35,132 | 0.02% | 0.02% | 65 | +3,190 | 1.0% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 286,426 | 31,214 | 2.09% | 2.49% | 66 | -21,791 | -7.07% | Q1 2026 | Apr 10, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 284,813 | 31,038 | 1.82% | 1.87% | 67 | +13,701 | 5.05% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 280,599 | 30,579 | 0.04% | 0.06% | 68 | -117,094 | -29.44% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 276,335 | 30,114 | 0.02% | 0.0% | 69 | +214,546 | 347.22% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Added to | 269,989 | 29,423 | 1.56% | 1.16% | 70 | +102,052 | 60.77% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 268,540 | 29,265 | 0.01% | 0.0% | 71 | +195,893 | 269.65% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 232,526 | 27,352 | 0.88% | 0.85% | 72 | +29,132 | 14.32% | Q1 2026 | Apr 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 230,944 | 25,168 | 0.22% | — | 73 | +230,944 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 230,903 | 25,164 | 0.03% | 0.01% | 74 | +162,055 | 235.38% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 227,427 | 24,785 | 0.13% | 0.13% | 75 | +21,506 | 10.44% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Reduced | 221,474 | 24,136 | 0.03% | 0.04% | 76 | -10,270 | -4.43% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 221,312 | 24,118 | 0.3% | 0.31% | 77 | +25,115 | 12.8% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 219,801 | 23,953 | 0.27% | 0.32% | 78 | +2,373 | 1.09% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 214,510 | 23,377 | 0.01% | 0.01% | 79 | -5,963 | -2.7% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 208,313 | 22,701 | 0.0% | 0.0% | 80 | +2,320 | 1.13% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 204,369 | 22,272 | 0.06% | 0.05% | 81 | +40,713 | 24.88% | Q1 2026 | May 14, 2026 |
| IMZ Advisory Inc | History | Added to | 203,086 | 22,132 | 8.37% | 8.59% | 82 | +6,503 | 3.31% | Q1 2026 | Apr 08, 2026 |
| Swan Global Investments, LLC | History | Reduced | 202,978 | 22,120 | 0.74% | 0.93% | 83 | -59,903 | -22.79% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 198,463 | 21,628 | 0.04% | 0.04% | 84 | +94,248 | 90.44% | Q1 2026 | May 01, 2026 |
| SPINNAKER TRUST | History | Reduced | 195,870 | 21,345 | 1.18% | 1.26% | 85 | -1,286 | -0.65% | Q1 2026 | Apr 23, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 194,058 | 21,148 | 7.52% | 8.96% | 86 | -4,731 | -2.38% | Q1 2026 | Apr 21, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 190,865 | 20,800 | 3.52% | 8.47% | 87 | -253,607 | -57.06% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 183,087 | 19,952 | 0.01% | 0.01% | 88 | -336 | -0.18% | Q1 2026 | May 08, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 180,728 | 19,695 | 1.29% | 1.41% | 89 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SAMLYN CAPITAL, LLC | History | Added to | 179,763 | 19,590 | 0.33% | 0.29% | 90 | +25,061 | 16.2% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | New | 178,500 | 19,452 | 0.02% | — | 91 | +178,500 | New | Q1 2026 | May 11, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 177,796 | 19,376 | 3.3% | 3.55% | 92 | +4,358 | 2.51% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 172,909 | 18,843 | 0.07% | 0.08% | 93 | -4,213 | -2.38% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 153,555 | 18,294 | 0.12% | 0.08% | 94 | +60,988 | 65.89% | Q1 2026 | May 15, 2026 |
| 111 Capital | History | Added to | 165,156 | 17,998 | 4.43% | 2.27% | 95 | +78,172 | 89.87% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 162,715 | 17,732 | 0.02% | 0.02% | 96 | -7,146 | -4.21% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 167,269 | 17,710 | 0.01% | 0.01% | 97 | +26,320 | 18.67% | Q1 2026 | May 15, 2026 |
| Perbak Capital Partners LLP | History | New | 155,076 | 16,900 | 4.16% | — | 98 | +155,076 | New | Q1 2026 | May 15, 2026 |
| SRB CORP | History | No change | 154,540 | 16,841 | 1.03% | 1.01% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 157,117 | 16,830 | 1.5% | 1.65% | 100 | +1,524 | 0.98% | Q1 2026 | May 11, 2026 |
| WBH ADVISORY INC | History | Reduced | 153,254 | 16,827 | 1.26% | 1.47% | 101 | -12,824 | -7.72% | Q1 2026 | Apr 27, 2026 |
| Janney Capital Management LLC | History | No change | 133,393 | 15,929 | 1.0% | 1.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 146,038 | 15,915 | 0.22% | 0.02% | 103 | +135,474 | 1282.41% | Q1 2026 | May 12, 2026 |
| Volterra Technologies LP | History | Added to | 145,496 | 15,856 | 1.93% | 1.17% | 104 | +48,280 | 49.66% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 144,366 | 15,733 | 0.04% | 0.06% | 105 | -46,027 | -24.17% | Q1 2026 | Apr 30, 2026 |
| HighPoint Advisor Group LLC | History | New | 143,951 | 15,687 | 0.66% | — | 106 | +143,951 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 142,174 | 15,479 | 0.06% | 0.01% | 107 | +115,521 | 433.43% | Q1 2026 | May 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 141,227 | 15,390 | 1.22% | 1.29% | 108 | -3,173 | -2.2% | Q1 2026 | Apr 17, 2026 |
| NOMURA HOLDINGS INC | History | New | 140,000 | 15,257 | 0.04% | — | 109 | +140,000 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 139,924 | 15,248 | 0.08% | 0.1% | 110 | -9,949 | -6.64% | Q1 2026 | May 08, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 130,188 | 15,159 | 3.42% | 3.56% | 111 | +626 | 0.48% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Reduced | 135,841 | 14,803 | 0.03% | 0.04% | 112 | -23,485 | -14.74% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | New | 132,072 | 14,393 | 0.04% | — | 113 | +132,072 | New | Q1 2026 | May 14, 2026 |
| TCP Asset Management, LLC | History | Added to | 127,227 | 13,865 | 1.78% | 1.85% | 114 | +35,446 | 38.62% | Q1 2026 | Apr 10, 2026 |
| Horizon Investments, LLC | History | Added to | 126,278 | 13,761 | 0.15% | 0.1% | 115 | +60,983 | 93.4% | Q1 2026 | May 14, 2026 |
| Quantitative Investment Management, LLC | History | New | 125,751 | 13,704 | 1.42% | — | 116 | +125,751 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 124,194 | 13,534 | 0.07% | 0.04% | 117 | +62,939 | 102.75% | Q1 2026 | May 13, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 124,030 | 13,516 | 3.5% | 3.69% | 118 | +3,635 | 3.02% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 123,559 | 13,465 | 0.01% | 0.01% | 119 | +3,558 | 2.96% | Q1 2026 | May 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 121,581 | 13,249 | 1.78% | 1.94% | 120 | +575 | 0.48% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 121,513 | 13,242 | 0.98% | 0.02% | 121 | +118,937 | 4617.12% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 157,230 | 13,228 | 0.02% | 0.03% | 122 | -118,406 | -42.96% | Q1 2026 | May 15, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 121,310 | 13,220 | 1.51% | 1.55% | 123 | +891 | 0.74% | Q1 2026 | Apr 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 121,146 | 13,202 | 0.22% | 0.28% | 124 | -18,546 | -13.28% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 108,445 | 12,949 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 118,225 | 12,884 | 0.02% | 0.03% | 126 | +9,259 | 8.5% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 117,556 | 12,811 | 0.05% | 0.04% | 127 | +17,556 | 17.56% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 115,549 | 12,592 | 0.14% | 0.14% | 128 | +9,842 | 9.31% | Q1 2026 | Apr 20, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 114,781 | 12,508 | 2.46% | 0.01% | 129 | +114,125 | 17397.1% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | Added to | 114,287 | 12,455 | 0.52% | 0.09% | 130 | +95,884 | 521.02% | Q1 2026 | May 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 113,991 | 12,422 | 0.99% | 0.04% | 131 | +109,970 | 2734.89% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 113,508 | 12,370 | 0.02% | 0.27% | 132 | -1,679,198 | -93.67% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 112,977 | 12,336 | 0.02% | 0.04% | 133 | -96,004 | -45.94% | Q1 2026 | May 01, 2026 |
| Clarity Financial LLC | History | Reduced | 112,862 | 12,299 | 1.34% | 1.27% | 134 | -1,728 | -1.51% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Added to | 110,861 | 12,081 | 0.0% | 0.0% | 135 | +56,192 | 102.79% | Q1 2026 | May 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 106,246 | 11,578 | 0.53% | 0.52% | 136 | +6,893 | 6.94% | Q1 2026 | May 06, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 105,898 | 11,540 | 0.94% | 0.99% | 137 | +104 | 0.1% | Q1 2026 | Apr 16, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 104,858 | 11,427 | 0.27% | 0.16% | 138 | +49,192 | 88.37% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 103,453 | 11,274 | 0.01% | 0.01% | 139 | -10,369 | -9.11% | Q1 2026 | May 15, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 102,892 | 11,213 | 2.36% | 2.63% | 140 | -7,184 | -6.53% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 100,353 | 10,936 | 0.31% | 0.37% | 141 | -9,268 | -8.45% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 98,990 | 10,787 | 0.48% | 0.57% | 142 | -6,840 | -6.46% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 95,970 | 10,458 | 0.05% | 0.06% | 143 | -19,371 | -16.79% | Q1 2026 | Apr 24, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 90,783 | 9,893 | 7.88% | 8.45% | 144 | +1,208 | 1.35% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 89,868 | 9,793 | 0.07% | 0.05% | 145 | +36,606 | 68.73% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 89,463 | 9,749 | 0.14% | 0.17% | 146 | -1,365 | -1.5% | Q1 2026 | Apr 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 87,592 | 9,545 | 0.74% | 1.34% | 147 | -58,367 | -39.99% | Q1 2026 | Apr 29, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 86,367 | 9,412 | 0.01% | 0.03% | 148 | -170,295 | -66.35% | Q1 2026 | May 14, 2026 |
| FORBES J M & CO LLP | History | No change | 85,054 | 9,269 | 0.78% | 0.82% | 149 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 84,710 | 9,231 | 0.21% | 0.22% | 150 | +46,516 | 121.79% | Q1 2026 | Apr 27, 2026 |
| Jain Global LLC | History | Reduced | 84,498 | 9,208 | 0.04% | 0.19% | 151 | -245,502 | -74.39% | Q1 2026 | May 15, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 84,437 | 9,201 | 1.2% | 1.31% | 152 | -460 | -0.54% | Q1 2026 | Apr 23, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 83,851 | 9,138 | 0.25% | 0.79% | 153 | -192,368 | -69.64% | Q1 2026 | Apr 21, 2026 |
| Verition Fund Management LLC | History | Added to | 83,706 | 9,122 | 0.06% | 0.02% | 154 | +34,006 | 68.42% | Q1 2026 | May 15, 2026 |
| Tamar Securities, LLC | History | Added to | 82,838 | 9,027 | 0.97% | 0.96% | 155 | +6,395 | 8.37% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 81,086 | 8,836 | 0.21% | 0.25% | 156 | -3,765 | -4.44% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 78,624 | 8,568 | 0.17% | 0.18% | 157 | -1,692 | -2.11% | Q1 2026 | May 01, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 78,595 | 8,565 | 2.2% | 2.17% | 158 | +635 | 0.81% | Q1 2026 | Apr 28, 2026 |
| Dauntless Investment Group, LLC | History | New | 78,000 | 8,500 | 5.63% | — | 159 | +78,000 | New | Q1 2026 | May 14, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 76,651 | 8,353 | 4.45% | 4.78% | 160 | +5,514 | 7.75% | Q1 2026 | Apr 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 75,347 | 8,273 | 0.01% | 0.01% | 161 | +7,349 | 10.81% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Added to | 75,611 | 8,240 | 0.09% | 0.08% | 162 | +17,722 | 30.61% | Q1 2026 | May 05, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 75,268 | 8,202 | 0.52% | 0.08% | 163 | +64,583 | 604.43% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 71,840 | 8,099 | 0.46% | 0.47% | 164 | +5,588 | 8.43% | Q1 2026 | Apr 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 67,979 | 8,002 | 0.1% | 0.11% | 165 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 73,171 | 7,974 | 0.19% | 0.7% | 166 | -167,312 | -69.57% | Q1 2026 | May 11, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 72,852 | 7,939 | 0.76% | 0.76% | 167 | +3,707 | 5.36% | Q1 2026 | Apr 16, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 72,566 | 7,908 | 2.22% | 0.32% | 168 | +64,178 | 765.12% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 70,993 | 7,736 | 0.02% | 0.03% | 169 | +5,813 | 8.92% | Q1 2026 | May 13, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 70,559 | 7,689 | 0.78% | 0.42% | 170 | +35,997 | 104.15% | Q1 2026 | May 08, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 70,235 | 7,654 | 1.79% | 1.95% | 171 | +763 | 1.1% | Q1 2026 | Apr 17, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 69,989 | 7,627 | 0.99% | 0.96% | 172 | -2,605 | -3.59% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 69,761 | 7,602 | 0.09% | 0.12% | 173 | +4 | 0.01% | Q1 2026 | Apr 23, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 69,567 | 7,581 | 2.16% | 2.02% | 174 | +10,557 | 17.89% | Q1 2026 | Apr 30, 2026 |
| Walleye Trading LLC | History | Reduced | 66,900 | 7,290 | 0.01% | 0.03% | 175 | -98,004 | -59.43% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 66,566 | 7,254 | 0.07% | 0.09% | 176 | +1,364 | 2.09% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 64,276 | 7,004 | 0.18% | 0.2% | 177 | -5,970 | -8.5% | Q1 2026 | May 15, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 64,210 | 6,997 | 0.89% | 1.06% | 178 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 63,624 | 6,933 | 1.37% | 1.49% | 179 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 63,614 | 6,932 | 2.88% | 2.96% | 180 | +4,224 | 7.11% | Q1 2026 | Apr 23, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | New | 63,422 | 6,911 | 0.04% | — | 181 | +63,422 | New | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 62,821 | 6,846 | 0.18% | 0.27% | 182 | -6,002 | -8.72% | Q1 2026 | May 11, 2026 |
| THOR TRADING ADVISORS, LLC | History | Added to | 62,636 | 6,826 | 2.83% | 2.88% | 183 | +4,810 | 8.32% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 62,842 | 6,796 | 0.01% | 0.02% | 184 | -43,723 | -41.03% | Q1 2026 | Apr 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 61,948 | 6,751 | 0.09% | 0.1% | 185 | -405 | -0.65% | Q1 2026 | Apr 21, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 61,946 | 6,750 | 0.72% | 0.77% | 186 | -1,048 | -1.66% | Q1 2026 | Apr 28, 2026 |
| FARMERS TRUST CO | History | Reduced | 60,290 | 6,570 | 1.03% | 1.46% | 187 | -14,807 | -19.72% | Q1 2026 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 60,044 | 6,543 | 0.0% | 0.0% | 188 | +12,908 | 27.38% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 59,476 | 6,481 | 0.12% | 0.15% | 189 | -6,149 | -9.37% | Q1 2026 | Apr 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 59,297 | 6,462 | 0.15% | 0.18% | 190 | -6,533 | -9.92% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 58,927 | 6,421 | 0.03% | 0.04% | 191 | -4,965 | -7.77% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 58,779 | 6,405 | 0.02% | 0.04% | 192 | -14,739 | -20.05% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 58,166 | 6,338 | 0.21% | 0.08% | 193 | -970 | -1.64% | Q1 2026 | Apr 23, 2026 |
| PEAK6 LLC | History | Reduced | 57,800 | 6,299 | 0.01% | 0.03% | 194 | -70,900 | -55.09% | Q1 2026 | May 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 57,626 | 6,280 | 0.58% | 0.58% | 195 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 57,360 | 6,251 | 0.26% | 0.32% | 196 | -4,536 | -7.33% | Q1 2026 | Apr 29, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 56,862 | 6,196 | 0.35% | 0.36% | 197 | +1,160 | 2.08% | Q1 2026 | Apr 29, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 55,328 | 6,029 | 0.23% | 0.25% | 198 | -1,222 | -2.16% | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 55,157 | 6,011 | 0.04% | 0.05% | 199 | +1,618 | 3.02% | Q1 2026 | May 15, 2026 |
| DAVIS R M INC | History | Reduced | 54,994 | 5,993 | 0.11% | 0.11% | 200 | -908 | -1.62% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 54,703 | 5,949 | 0.03% | 0.04% | 201 | -14,544 | -21.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 53,785 | 5,861 | 0.03% | 0.03% | 202 | +4,138 | 8.33% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 53,701 | 5,852 | 0.64% | 0.69% | 203 | +451 | 0.85% | Q1 2026 | Apr 16, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 53,429 | 5,822 | 2.54% | 2.77% | 204 | -1,574 | -2.86% | Q1 2026 | Apr 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 53,332 | 5,812 | 0.16% | 0.17% | 205 | -167 | -0.31% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 81,693 | 5,791 | 0.27% | 0.06% | 206 | -63,741 | -43.83% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 52,771 | 5,750 | 0.26% | 0.18% | 207 | +19,271 | 57.53% | Q1 2026 | Apr 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 52,389 | 5,709 | 0.06% | 0.06% | 208 | +14,195 | 37.17% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 50,037 | 5,626 | 0.1% | 0.11% | 209 | -326 | -0.65% | Q1 2026 | May 15, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 51,343 | 5,595 | 1.34% | 0.67% | 210 | +26,222 | 104.38% | Q1 2026 | Apr 20, 2026 |
| SIMPLEX TRADING, LLC | History | New | 51,226 | 5,582 | 0.0% | — | 211 | +51,226 | New | Q1 2026 | May 14, 2026 |
| Cooksen Wealth, LLC | History | Added to | 50,603 | 5,514 | 4.0% | 4.21% | 212 | +2,384 | 4.94% | Q1 2026 | Apr 30, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | New | 50,000 | 5,449 | 0.09% | — | 213 | +50,000 | New | Q1 2026 | May 15, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 49,172 | 5,358 | 2.29% | 2.24% | 214 | +3,642 | 8.0% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 48,958 | 5,335 | 0.26% | 0.22% | 215 | +12,423 | 34.0% | Q1 2026 | May 04, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 48,805 | 5,318 | 0.31% | 0.35% | 216 | -1,194 | -2.39% | Q1 2026 | Apr 20, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 48,716 | 5,309 | 0.46% | 0.52% | 217 | -2,358 | -4.62% | Q1 2026 | May 06, 2026 |
| Keebeck Wealth Management | History | Reduced | 48,359 | 5,270 | 0.59% | 0.79% | 218 | -8,763 | -15.34% | Q1 2026 | May 14, 2026 |
| Estate Counselors, LLC | History | Reduced | 48,070 | 5,238 | 0.47% | 0.86% | 219 | -37,540 | -43.85% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Reduced | 48,016 | 5,232 | 0.11% | 0.1% | 220 | -1,416 | -2.86% | Q1 2026 | May 07, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 43,722 | 5,220 | 0.98% | 0.98% | 221 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 47,249 | 5,149 | 0.1% | 0.11% | 222 | -508 | -1.06% | Q1 2026 | May 12, 2026 |
| Banco Santander, S.A. | History | Added to | 46,977 | 5,119 | 0.04% | 0.03% | 223 | +10,472 | 28.69% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 46,958 | 5,117 | 0.06% | 0.04% | 224 | +21,120 | 81.74% | Q1 2026 | Apr 16, 2026 |
| BANK HAPOALIM BM | History | Reduced | 45,686 | 4,979 | 0.76% | 0.61% | 225 | -13,521 | -22.84% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | Reduced | 45,641 | 4,973 | 0.06% | 0.07% | 226 | -172 | -0.38% | Q1 2026 | May 01, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 45,238 | 4,930 | 0.41% | 0.45% | 227 | -1,450 | -3.11% | Q1 2026 | Apr 21, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 44,988 | 4,902 | 2.51% | 2.8% | 228 | +584 | 1.32% | Q1 2026 | May 01, 2026 |
| Simmons Bank | History | Reduced | 44,789 | 4,881 | 0.33% | 0.38% | 229 | -2,364 | -5.01% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | Added to | 44,496 | 4,849 | 0.05% | 0.01% | 230 | +41,314 | 1298.37% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 44,424 | 4,841 | 0.01% | 0.01% | 231 | +6,023 | 15.68% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 43,932 | 4,787 | 0.12% | 0.13% | 232 | +2,962 | 7.23% | Q1 2026 | Apr 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 43,826 | 4,776 | 0.15% | 0.17% | 233 | +52 | 0.12% | Q1 2026 | Apr 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 39,809 | 4,753 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 43,437 | 4,733 | 0.04% | 0.03% | 235 | +21,454 | 97.59% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 43,381 | 4,727 | 0.01% | 0.02% | 236 | -37,263 | -46.21% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 43,362 | 4,725 | 0.02% | 0.02% | 237 | -894 | -2.02% | Q1 2026 | Apr 24, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 43,201 | 4,708 | 0.52% | 0.58% | 238 | +1,513 | 3.63% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 42,698 | 4,653 | 0.06% | 0.09% | 239 | -8,487 | -16.58% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Added to | 42,521 | 4,633 | 0.37% | 0.2% | 240 | +21,261 | 100.0% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Added to | 42,389 | 4,619 | 0.02% | 0.03% | 241 | +4,367 | 11.49% | Q1 2026 | May 11, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 42,219 | 4,601 | 0.14% | 0.17% | 242 | -2,196 | -4.94% | Q1 2026 | May 04, 2026 |
| AMG National Trust Bank | History | Added to | 42,135 | 4,591 | 0.1% | 0.09% | 243 | +10,655 | 33.85% | Q1 2026 | May 04, 2026 |
| FCA CORP /TX | History | Added to | 42,067 | 4,584 | 1.29% | 1.4% | 244 | +490 | 1.18% | Q1 2026 | May 14, 2026 |
| Sharper & Granite LLC | History | Added to | 41,894 | 4,565 | 1.56% | 1.66% | 245 | +2,330 | 5.89% | Q1 2026 | Apr 08, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 42,946 | 4,548 | 0.22% | 0.23% | 246 | +6,320 | 17.26% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 40,927 | 4,460 | 0.01% | 0.01% | 247 | -4,442 | -9.79% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 40,826 | 4,449 | 0.01% | 0.02% | 248 | +452 | 1.12% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Added to | 40,673 | 4,432 | 0.38% | 0.39% | 249 | +1,343 | 3.41% | Q1 2026 | May 11, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 40,524 | 4,416 | 2.74% | 4.04% | 250 | -22,018 | -35.21% | Q1 2026 | May 04, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 40,030 | 4,362 | 2.53% | 3.39% | 251 | +1,750 | 4.57% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 39,320 | 4,285 | 0.01% | 0.01% | 252 | -645 | -1.61% | Q1 2026 | May 08, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 39,155 | 4,267 | 0.06% | 0.24% | 253 | -87,000 | -68.96% | Q1 2026 | May 01, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 35,459 | 4,234 | 0.9% | 0.9% | 254 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 38,367 | 4,181 | 0.19% | 0.19% | 256 | +4,996 | 14.97% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Reduced | 38,365 | 4,181 | 0.19% | 0.21% | 255 | -759 | -1.94% | Q1 2026 | Apr 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 38,167 | 4,159 | 0.0% | 0.0% | 257 | -4,979 | -11.54% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 37,790 | 4,118 | 0.03% | 0.03% | 258 | +441 | 1.18% | Q1 2026 | Apr 27, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 37,729 | 4,111 | 2.25% | 2.21% | 259 | -501 | -1.31% | Q1 2026 | Apr 20, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 37,641 | 4,102 | 1.56% | 1.53% | 260 | +2,576 | 7.35% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | New | 37,538 | 4,090 | 0.07% | — | 261 | +37,538 | New | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | Added to | 37,175 | 4,051 | 1.11% | 1.28% | 262 | +3,175 | 9.34% | Q1 2026 | May 12, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 36,899 | 4,021 | 0.54% | 0.55% | 263 | +670 | 1.85% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 36,878 | 4,018 | 0.02% | 0.03% | 264 | +3,977 | 12.09% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 36,649 | 3,994 | 0.0% | 0.03% | 265 | +11,288 | 44.51% | Q1 2026 | May 12, 2026 |
| LightSquare Wealth Management, LLC | History | New | 36,586 | 3,987 | 2.99% | — | 266 | +36,586 | New | Q1 2026 | May 11, 2026 |
| EHP Funds Inc. | History | No change | 33,200 | 3,964 | 9.08% | 9.08% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 36,316 | 3,957 | 0.0% | 0.0% | 268 | -9,889 | -21.4% | Q1 2026 | May 07, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 37,280 | 3,935 | 0.05% | 0.0% | 269 | +37,020 | 14238.46% | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | Reduced | 35,768 | 3,897 | 0.01% | 0.01% | 270 | -2,566 | -6.69% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 35,700 | 3,890 | 0.09% | 0.09% | 271 | +970 | 2.79% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 35,031 | 3,817 | 0.11% | 0.11% | 272 | +1,049 | 3.09% | Q1 2026 | May 04, 2026 |
| Attessa Capital LLC | History | Added to | 34,995 | 3,813 | 2.07% | 2.22% | 273 | +960 | 2.82% | Q1 2026 | Apr 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 34,920 | 3,805 | 0.0% | 0.0% | 274 | +20,123 | 135.99% | Q1 2026 | Apr 30, 2026 |
| Talon Private Wealth, LLC | History | New | 34,778 | 3,790 | 0.5% | — | 275 | +34,778 | New | Q1 2026 | May 15, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 34,064 | 3,712 | 2.97% | 3.26% | 276 | +155 | 0.46% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 33,868 | 3,690 | 0.13% | 0.09% | 277 | +12,617 | 59.37% | Q1 2026 | May 13, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 33,804 | 3,683 | 0.75% | 0.8% | 278 | -199 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 33,528 | 3,653 | 1.0% | 1.07% | 279 | -407 | -1.2% | Q1 2026 | May 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 33,495 | 3,650 | 0.31% | 0.34% | 280 | -440 | -1.3% | Q1 2026 | Apr 20, 2026 |
| Sequent Planning LLC | History | Added to | 33,490 | 3,649 | 0.88% | 0.9% | 281 | +4,021 | 13.64% | Q1 2026 | Apr 21, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 33,466 | 3,647 | 0.24% | 0.25% | 282 | -138 | -0.41% | Q1 2026 | Apr 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 33,261 | 3,624 | 0.39% | 0.4% | 283 | -126 | -0.38% | Q1 2026 | Apr 21, 2026 |
| DV Trading LLC | History | Reduced | 33,251 | 3,623 | 0.09% | 0.2% | 284 | -25,218 | -43.13% | Q1 2026 | May 15, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 33,127 | 3,610 | 3.18% | 2.64% | 285 | +1,001 | 3.12% | Q1 2026 | May 04, 2026 |
| One Wealth Map LLC | History | Reduced | 30,009 | 3,559 | 1.67% | 1.89% | 286 | -405 | -1.33% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 32,454 | 3,536 | 0.05% | 0.02% | 287 | +23,058 | 245.4% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 32,281 | 3,518 | 0.04% | 0.04% | 288 | +2,516 | 8.45% | Q1 2026 | Apr 28, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 32,150 | 3,503 | 1.09% | 1.19% | 289 | -63 | -0.2% | Q1 2026 | May 01, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 31,972 | 3,484 | 1.16% | 1.26% | 290 | +34 | 0.11% | Q1 2026 | May 08, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 31,871 | 3,473 | 0.18% | 0.25% | 291 | -15,807 | -33.15% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 31,669 | 3,451 | 0.06% | 0.07% | 292 | +909 | 2.96% | Q1 2026 | May 18, 2026 |
| Intrua Financial, LLC | History | Reduced | 31,221 | 3,402 | 0.35% | 1.68% | 293 | -101,841 | -76.54% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Reduced | 31,090 | 3,388 | 0.14% | 0.17% | 294 | -294 | -0.94% | Q1 2026 | Apr 30, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 31,090 | 3,388 | 0.25% | 0.26% | 295 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 30,826 | 3,359 | 0.16% | 0.28% | 296 | -17,637 | -36.39% | Q1 2026 | Apr 28, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 30,720 | 3,347 | 0.96% | 1.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Canton Hathaway, LLC | History | Added to | 30,568 | 3,331 | 0.67% | 0.7% | 298 | +230 | 0.76% | Q1 2026 | Apr 24, 2026 |
| Nelson Capital Management, LLC | History | Added to | 30,361 | 3,308 | 0.4% | 0.41% | 299 | +1,162 | 3.98% | Q1 2026 | May 06, 2026 |
| Apollon Financial, LLC | History | Added to | 30,253 | 3,296 | 0.46% | 0.47% | 300 | +3,224 | 11.93% | Q1 2026 | Apr 22, 2026 |
| NorthRock Partners, LLC | History | Added to | 30,147 | 3,285 | 0.05% | 0.05% | 301 | +4,282 | 16.56% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 29,957 | 3,264 | 0.09% | 0.09% | 302 | -149 | -0.49% | Q1 2026 | May 14, 2026 |
| jvl associates llc | History | No change | 29,574 | 3,222 | 1.08% | 1.15% | 303 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Symmetry Investments LP | History | Reduced | 29,460 | 3,210 | 0.35% | 0.37% | 304 | -6,240 | -17.48% | Q1 2026 | May 15, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 29,289 | 3,191 | 0.93% | 0.94% | 305 | +2,347 | 8.71% | Q1 2026 | Apr 20, 2026 |
| FIL Ltd | History | Reduced | 28,516 | 3,107 | 0.0% | 0.0% | 306 | -4,612 | -13.92% | Q1 2026 | May 15, 2026 |
| Concentric Capital Strategies, LP | History | New | 28,420 | 3,097 | 0.26% | — | 307 | +28,420 | New | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 28,410 | 3,096 | 0.35% | 0.5% | 308 | -9,027 | -24.11% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 28,312 | 3,085 | 0.04% | 0.04% | 309 | +1,833 | 6.92% | Q1 2026 | Apr 20, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 28,860 | 3,049 | 0.12% | 0.11% | 310 | +12,860 | 80.38% | Q1 2026 | Apr 27, 2026 |
| Bank of Marin | History | Added to | 27,972 | 3,048 | 2.22% | 2.22% | 311 | +1,082 | 4.02% | Q1 2026 | May 14, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 27,787 | 3,028 | 0.8% | 0.88% | 312 | +621 | 2.29% | Q1 2026 | Apr 09, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 27,445 | 2,990 | 2.04% | 2.15% | 313 | +340 | 1.25% | Q1 2026 | Apr 16, 2026 |
| ES4, LLC | History | Added to | 27,156 | 2,959 | 1.91% | 1.51% | 314 | +8,831 | 48.19% | Q1 2026 | Apr 29, 2026 |
| Marion Wealth Management | History | Added to | 27,107 | 2,954 | 0.65% | 0.72% | 315 | +887 | 3.38% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 27,021 | 2,944 | 0.02% | 0.02% | 316 | +1,613 | 6.35% | Q1 2026 | Apr 30, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 26,882 | 2,929 | 0.08% | 0.09% | 317 | -1,959 | -6.79% | Q1 2026 | May 01, 2026 |
| Wall Capital Group, Inc. | History | Added to | 26,743 | 2,914 | 3.11% | 2.57% | 318 | +4,092 | 18.07% | Q1 2026 | Apr 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 26,616 | 2,900 | 0.16% | 0.2% | 319 | -4,346 | -14.04% | Q1 2026 | May 14, 2026 |
| Mathes Company, Inc. | History | No change | 26,600 | 2,899 | 1.06% | 1.13% | 320 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 26,598 | 2,898 | 0.02% | 0.01% | 321 | -2,089 | -7.28% | Q1 2026 | Apr 29, 2026 |
| CV Advisors LLC | History | Reduced | 26,000 | 2,833 | 0.77% | 0.79% | 322 | -32 | -0.12% | Q1 2026 | May 01, 2026 |
| Caprock Group, LLC | History | Reduced | 25,855 | 2,817 | 0.07% | 0.07% | 323 | -1,107 | -4.11% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Added to | 25,712 | 2,802 | 0.02% | 0.04% | 324 | +6,619 | 34.67% | Q1 2026 | May 14, 2026 |
| Boltwood Capital Management | History | Added to | 25,560 | 2,785 | 0.71% | 0.78% | 325 | +427 | 1.7% | Q1 2026 | Apr 07, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 25,497 | 2,784 | 0.1% | 0.09% | 326 | +3,599 | 16.44% | Q1 2026 | May 06, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 25,447 | 2,773 | 0.15% | 0.18% | 327 | -113 | -0.44% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 25,088 | 2,734 | 0.01% | — | 328 | +25,088 | New | Q1 2026 | May 12, 2026 |
| Sage Advisory Services, Ltd.Co. | History | New | 24,872 | 2,711 | 1.48% | — | 329 | +24,872 | New | Q1 2026 | May 07, 2026 |
| Chesapeake Wealth Management | History | Reduced | 24,802 | 2,702 | 0.83% | 0.91% | 330 | -868 | -3.38% | Q1 2026 | May 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 24,665 | 2,687 | 0.01% | 0.02% | 331 | -530 | -2.1% | Q1 2026 | May 15, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 24,482 | 2,668 | 1.01% | 1.02% | 332 | +1,191 | 5.11% | Q1 2026 | Apr 15, 2026 |
| Trust Co | History | Reduced | 24,446 | 2,664 | 0.25% | 0.29% | 333 | -1,477 | -5.7% | Q1 2026 | Apr 13, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 24,002 | 2,615 | 1.77% | 1.82% | 334 | -500 | -2.04% | Q1 2026 | May 14, 2026 |
| Certified Advisory Corp | History | Added to | 23,954 | 2,610 | 0.23% | 0.25% | 335 | +940 | 4.08% | Q1 2026 | Apr 17, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 23,860 | 2,600 | 1.42% | 1.54% | 336 | -693 | -2.82% | Q1 2026 | Apr 30, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 23,854 | 2,599 | 0.54% | 0.64% | 337 | -476 | -1.96% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 23,776 | 2,591 | 1.75% | 1.95% | 338 | +1,764 | 8.01% | Q1 2026 | May 04, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 23,772 | 2,590 | 1.72% | 1.86% | 339 | -939 | -3.8% | Q1 2026 | Apr 22, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 23,677 | 2,580 | 0.18% | 0.2% | 340 | +1,581 | 7.16% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 23,624 | 2,574 | 0.04% | 0.05% | 341 | -1,527 | -6.07% | Q1 2026 | May 11, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 23,361 | 2,545 | 2.17% | 2.7% | 342 | -110 | -0.47% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 23,294 | 2,538 | 0.04% | 0.04% | 343 | +544 | 2.39% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 23,286 | 2,537 | 0.05% | 0.12% | 344 | -21,764 | -48.31% | Q1 2026 | May 01, 2026 |
| Markin Asset Management, LP | History | Added to | 23,287 | 2,537 | 2.79% | 2.52% | 345 | +4,080 | 21.24% | Q1 2026 | May 15, 2026 |
| Advisor Resource Council | History | Reduced | 23,212 | 2,529 | 0.82% | 1.04% | 346 | -710 | -2.97% | Q1 2026 | May 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 23,885 | 2,523 | 0.16% | 0.2% | 347 | -11,580 | -32.65% | Q1 2026 | Apr 24, 2026 |
| KINTRA WEALTH, LLC | History | New | 23,132 | 2,520 | 0.18% | — | 348 | +23,132 | New | Q1 2026 | May 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 22,717 | 2,475 | 0.25% | 0.27% | 349 | +1 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 23,026 | 2,472 | 0.02% | 0.01% | 350 | +15,329 | 199.16% | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 22,376 | 2,438 | 0.05% | 0.05% | 351 | -1,165 | -4.95% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 22,168 | 2,415 | 0.06% | 0.06% | 352 | -34 | -0.15% | Q1 2026 | May 08, 2026 |
| Constitution Capital LLC | History | Reduced | 22,123 | 2,410 | 1.2% | 1.3% | 353 | -990 | -4.28% | Q1 2026 | Apr 08, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 22,030 | 2,400 | 0.93% | 0.95% | 354 | +1,733 | 8.54% | Q1 2026 | Apr 08, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 21,914 | 2,399 | 2.3% | 2.4% | 355 | +470 | 2.19% | Q1 2026 | Apr 14, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 22,000 | 2,397 | 0.21% | 0.37% | 356 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 21,985 | 2,396 | 0.01% | 0.02% | 357 | +1,241 | 5.98% | Q1 2026 | May 05, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 21,915 | 2,388 | 0.04% | 0.04% | 358 | -3,081 | -12.33% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,511 | 2,344 | 0.09% | 0.08% | 359 | +6,177 | 40.28% | Q1 2026 | May 19, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 21,479 | 2,340 | 0.03% | 0.06% | 360 | -25,302 | -54.09% | Q1 2026 | Apr 28, 2026 |
| Colony Family Offices, LLC | History | Added to | 21,424 | 2,334 | 0.58% | 0.63% | 361 | +250 | 1.18% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 21,391 | 2,331 | 0.02% | 0.02% | 362 | -392 | -1.8% | Q1 2026 | May 01, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 21,300 | 2,321 | 0.16% | 0.15% | 363 | +1,122 | 5.56% | Q1 2026 | May 21, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 21,238 | 2,315 | 0.63% | 0.73% | 364 | -655 | -2.99% | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 21,239 | 2,314 | 0.09% | 0.09% | 365 | +1,341 | 6.74% | Q1 2026 | Apr 20, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 21,012 | 2,289 | 0.12% | 0.16% | 366 | -2,521 | -10.71% | Q1 2026 | Apr 16, 2026 |
| Point Windward Advisors Inc. | History | Added to | 20,926 | 2,280 | 1.14% | 1.18% | 367 | +202 | 0.97% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 20,717 | 2,257 | 0.08% | 0.12% | 369 | -7,390 | -26.29% | Q1 2026 | Apr 14, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 20,718 | 2,257 | 0.35% | 0.37% | 368 | -1,292 | -5.87% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | Reduced | 20,688 | 2,254 | 0.08% | 0.1% | 370 | -3,350 | -13.94% | Q1 2026 | Apr 22, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 18,806 | 2,246 | 0.6% | 0.6% | 371 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 20,552 | 2,239 | 0.63% | 0.69% | 372 | -290 | -1.39% | Q1 2026 | Apr 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 18,724 | 2,235 | 0.1% | 0.1% | 373 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 18,583 | 2,233 | 0.22% | 0.28% | 374 | +1,054 | 6.01% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 20,379 | 2,220 | 0.01% | 0.01% | 375 | -4,981 | -19.64% | Q1 2026 | May 12, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 20,335 | 2,216 | 0.98% | 1.02% | 376 | +1,490 | 7.91% | Q1 2026 | Apr 15, 2026 |
| Crews Bank & Trust | History | Reduced | 20,074 | 2,187 | 0.32% | 0.35% | 377 | -294 | -1.44% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 20,062 | 2,186 | 0.08% | 0.09% | 378 | -2,365 | -10.55% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 19,954 | 2,174 | 0.04% | 0.04% | 379 | +1,381 | 7.44% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 19,941 | 2,173 | 0.01% | 0.01% | 380 | +1,173 | 6.25% | Q1 2026 | May 15, 2026 |
| Essex LLC | History | Added to | 19,903 | 2,169 | 0.38% | 0.39% | 381 | +1,400 | 7.57% | Q1 2026 | Apr 24, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 19,835 | 2,161 | 0.16% | 0.22% | 382 | -3,923 | -16.51% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 19,583 | 2,134 | 0.07% | 0.1% | 383 | -5,163 | -20.86% | Q1 2026 | Apr 07, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 19,547 | 2,130 | 0.01% | 0.02% | 384 | -85 | -0.43% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 19,525 | 2,127 | 0.05% | 0.08% | 385 | -7,386 | -27.45% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 19,396 | 2,113 | 0.14% | 0.15% | 386 | -239 | -1.22% | Q1 2026 | Apr 28, 2026 |
| RiverGlades Family Offices LLC | History | New | 19,293 | 2,102 | 1.24% | — | 387 | +19,293 | New | Q1 2026 | May 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 19,174 | 2,089 | 0.33% | 0.36% | 388 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 19,163 | 2,088 | 0.4% | 0.43% | 389 | +468 | 2.5% | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | Reduced | 18,909 | 2,060 | 1.03% | 1.17% | 390 | -921 | -4.64% | Q1 2026 | Apr 30, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 18,830 | 2,052 | 0.01% | 0.01% | 391 | +4,808 | 34.29% | Q1 2026 | May 07, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 18,800 | 2,048 | 0.28% | 0.29% | 392 | +1,440 | 8.29% | Q1 2026 | Apr 23, 2026 |
| Curat Global, LLC | History | Added to | 18,748 | 2,043 | 2.01% | 1.64% | 393 | +6,350 | 51.22% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 18,609 | 2,027 | 0.46% | 0.55% | 394 | -1,849 | -9.04% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 18,579 | 2,024 | 0.02% | 0.02% | 395 | +60 | 0.32% | Q1 2026 | May 14, 2026 |
| 10Elms LLP | History | Added to | 17,451 | 2,005 | 1.26% | 1.68% | 396 | +2,075 | 13.5% | Q1 2026 | May 15, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 18,357 | 2,000 | 0.99% | 1.16% | 397 | +1,144 | 6.65% | Q1 2026 | May 12, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 18,315 | 1,995 | 1.06% | 1.25% | 398 | -1,247 | -6.37% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Reduced | 18,223 | 1,985 | 0.02% | 0.03% | 399 | -772 | -4.06% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 18,005 | 1,962 | 0.11% | 0.11% | 400 | +2,409 | 15.45% | Q1 2026 | May 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 18,000 | 1,961 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 17,860 | 1,946 | 1.06% | 4.62% | 403 | -52,626 | -74.66% | Q1 2026 | May 15, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 17,860 | 1,946 | 1.44% | 1.42% | 402 | -266 | -1.47% | Q1 2026 | Apr 16, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 17,810 | 1,940 | 0.17% | 0.18% | 404 | -7,122 | -28.57% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 17,787 | 1,938 | 0.1% | 0.09% | 405 | -340 | -1.88% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 17,725 | 1,931 | 0.04% | 0.05% | 406 | +456 | 2.64% | Q1 2026 | Apr 13, 2026 |
| CTC Alternative Strategies, Ltd. | History | New | 17,677 | 1,926 | 4.37% | — | 407 | +17,677 | New | Q1 2026 | May 21, 2026 |
| Clarus Wealth Advisors | History | Added to | 17,805 | 1,918 | 0.82% | 0.85% | 408 | +1,375 | 8.37% | Q1 2026 | Apr 08, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 17,469 | 1,903 | 0.7% | 0.77% | 409 | -437 | -2.44% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,269 | 1,896 | 0.02% | 0.01% | 410 | +10,719 | 163.65% | Q1 2026 | Apr 07, 2026 |
| Advisory Resource Group | History | Reduced | 17,220 | 1,876 | 0.32% | 0.45% | 411 | -4,330 | -20.09% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 17,188 | 1,873 | 0.05% | 0.05% | 412 | -206 | -1.18% | Q1 2026 | Apr 29, 2026 |
| Redwood Financial Network Corp | History | Added to | 17,137 | 1,867 | 1.22% | 1.25% | 413 | +658 | 3.99% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 17,049 | 1,857 | 0.02% | 0.02% | 414 | +724 | 4.43% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | New | 16,962 | 1,848 | 0.01% | — | 416 | +16,962 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 16,962 | 1,848 | 0.06% | 0.07% | 415 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 16,943 | 1,846 | 0.11% | 0.02% | 417 | +14,125 | 501.24% | Q1 2026 | Apr 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 16,830 | 1,834 | 0.05% | 0.05% | 418 | +1,316 | 8.48% | Q1 2026 | Apr 21, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 16,798 | 1,830 | 0.12% | 0.13% | 419 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 16,535 | 1,801 | 0.06% | 0.07% | 420 | +562 | 3.52% | Q1 2026 | May 07, 2026 |
| Payne Capital LLC | History | New | 16,509 | 1,799 | 1.65% | — | 421 | +16,509 | New | Q1 2026 | Apr 20, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 16,439 | 1,777 | 0.96% | 1.15% | 422 | -1,324 | -7.45% | Q1 2026 | May 11, 2026 |
| Providence First Trust Co | History | Reduced | 16,158 | 1,760 | 0.62% | 0.85% | 423 | -4,479 | -21.7% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,702 | 1,755 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOWE & RUSLING INC | History | Added to | 16,073 | 1,751 | 0.11% | 0.0% | 425 | +15,877 | 8100.51% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,022 | 1,746 | 0.03% | 0.03% | 426 | +4,103 | 34.42% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 15,779 | 1,730 | 0.09% | 0.1% | 427 | -3,015 | -16.04% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Reduced | 15,846 | 1,726 | 0.1% | 0.11% | 428 | -315 | -1.95% | Q1 2026 | May 04, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 15,622 | 1,702 | 0.14% | 0.15% | 429 | -1,094 | -6.54% | Q1 2026 | May 13, 2026 |
| Centennial Bank/AR/ | History | Reduced | 15,613 | 1,701 | 0.61% | 0.83% | 430 | -1,841 | -10.55% | Q1 2026 | May 06, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 15,596 | 1,699 | 0.02% | 0.03% | 431 | +14 | 0.09% | Q1 2026 | May 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 15,480 | 1,687 | 0.4% | 0.42% | 432 | +100 | 0.65% | Q1 2026 | May 13, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 15,800 | 1,682 | 1.94% | 4.55% | 433 | -22,200 | -58.42% | Q1 2026 | Apr 30, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 15,425 | 1,681 | 0.23% | 0.26% | 434 | -1,014 | -6.17% | Q1 2026 | Apr 09, 2026 |
| WHITTIER TRUST CO | History | Reduced | 15,390 | 1,678 | 0.02% | 0.03% | 435 | -3,932 | -20.35% | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 15,292 | 1,666 | 0.0% | — | 436 | +15,292 | New | Q1 2026 | May 12, 2026 |
| PeakShares LLC | History | Added to | 15,250 | 1,661 | 1.52% | 1.69% | 437 | +756 | 5.22% | Q1 2026 | May 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 15,202 | 1,656 | 0.01% | 0.01% | 438 | +9,961 | 190.06% | Q1 2026 | May 07, 2026 |
| M3 Advisory Group, LLC | History | Added to | 15,094 | 1,644 | 1.01% | 1.08% | 439 | +229 | 1.54% | Q1 2026 | Apr 22, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 15,040 | 1,639 | 0.41% | 0.45% | 440 | +478 | 3.28% | Q1 2026 | May 07, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 14,939 | 1,628 | 0.62% | 0.93% | 441 | -5,134 | -25.58% | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | Reduced | 14,861 | 1,619 | 0.15% | 0.18% | 442 | -779 | -4.98% | Q1 2026 | Apr 28, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 14,609 | 1,592 | 0.23% | 0.26% | 443 | -108 | -0.73% | Q1 2026 | Apr 21, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 14,600 | 1,591 | 0.42% | 0.48% | 444 | -1 | -0.01% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 14,560 | 1,586 | 0.02% | 0.02% | 445 | -218 | -1.48% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Added to | 14,539 | 1,585 | 0.0% | 0.0% | 446 | +1,247 | 9.38% | Q1 2026 | May 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 14,380 | 1,567 | 0.17% | 0.19% | 447 | -513 | -3.44% | Q1 2026 | May 04, 2026 |
| WIN ADVISORS, INC | History | Reduced | 14,378 | 1,566 | 0.72% | 0.96% | 448 | -4,627 | -24.35% | Q1 2026 | May 01, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 14,267 | 1,554 | 1.43% | 0.96% | 449 | +4,758 | 50.04% | Q1 2026 | May 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 14,183 | 1,545 | 0.0% | 0.0% | 450 | +7,444 | 110.46% | Q1 2026 | May 15, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 14,184 | 1,545 | 0.37% | 0.52% | 451 | -4,188 | -22.8% | Q1 2026 | Apr 22, 2026 |
| WULFF, HANSEN & CO. | History | Added to | 14,143 | 1,541 | 1.57% | 1.41% | 452 | +45 | 0.32% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 14,099 | 1,536 | 0.08% | 0.09% | 453 | -747 | -5.03% | Q1 2026 | Apr 17, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Reduced | 14,076 | 1,534 | 0.94% | 0.99% | 454 | -88 | -0.62% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,991 | 1,524 | 0.06% | 0.07% | 455 | -1,158 | -7.64% | Q1 2026 | May 12, 2026 |
| Realta Investment Advisors | History | Reduced | 13,939 | 1,519 | 0.53% | 0.7% | 456 | -3,954 | -22.1% | Q1 2026 | Apr 22, 2026 |
| Macro Advisors, Inc. | History | New | 13,932 | 1,518 | 0.63% | — | 457 | +13,932 | New | Q1 2026 | May 14, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 13,790 | 1,502 | 0.63% | 0.71% | 458 | -480 | -3.36% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, Inc. | History | New | 13,734 | 1,496 | 0.08% | — | 459 | +13,734 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,603 | 1,482 | 0.01% | 0.01% | 460 | -2,924 | -17.69% | Q1 2026 | May 13, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 13,499 | 1,471 | 1.07% | 1.47% | 462 | -3,063 | -18.49% | Q1 2026 | Apr 09, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 13,505 | 1,471 | 0.4% | 0.41% | 461 | -409 | -2.94% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 13,497 | 1,470 | 0.0% | 0.0% | 463 | +461 | 3.54% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 13,458 | 1,466 | 0.02% | 0.02% | 464 | -1,072 | -7.38% | Q1 2026 | May 05, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 13,456 | 1,466 | 0.38% | 0.42% | 465 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MKT Advisors LLC | History | Added to | 13,497 | 1,454 | 0.49% | 0.55% | 466 | +15 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 13,294 | 1,448 | 0.57% | 0.62% | 467 | +279 | 2.14% | Q1 2026 | May 11, 2026 |
| Magnus Financial Group LLC | History | Reduced | 13,167 | 1,434 | 0.12% | 0.17% | 468 | -5,473 | -29.36% | Q1 2026 | Apr 10, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 13,150 | 1,433 | 0.89% | — | 470 | +13,150 | New | Q1 2026 | Apr 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 13,571 | 1,433 | 0.04% | 0.05% | 469 | -393 | -2.81% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 13,138 | 1,431 | 0.24% | 0.26% | 471 | -660 | -4.78% | Q1 2026 | Apr 16, 2026 |
| WESBANCO BANK INC | History | Added to | 13,117 | 1,429 | 0.04% | 0.04% | 472 | +387 | 3.04% | Q1 2026 | Apr 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 13,088 | 1,426 | 0.07% | 0.08% | 473 | +1,068 | 8.89% | Q1 2026 | Apr 15, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 13,069 | 1,424 | 0.08% | 0.09% | 474 | -208 | -1.57% | Q1 2026 | May 13, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 13,012 | 1,418 | 1.22% | — | 475 | +13,012 | New | Q1 2026 | Apr 13, 2026 |
| Capitol Family Office, Inc. | History | No change | 11,807 | 1,409 | 1.66% | 1.66% | 476 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 12,902 | 1,406 | 0.13% | 0.14% | 477 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 12,910 | 1,406 | 0.65% | 0.71% | 478 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 12,830 | 1,398 | 0.03% | 0.04% | 479 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 12,787 | 1,393 | 0.01% | 0.01% | 480 | +165 | 1.31% | Q1 2026 | May 12, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 12,744 | 1,388 | 0.31% | 0.35% | 481 | -455 | -3.45% | Q1 2026 | Apr 27, 2026 |
| Ledyard National Bank | History | Reduced | 12,710 | 1,385 | 0.12% | 0.14% | 482 | -908 | -6.67% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 12,698 | 1,383 | 0.01% | 0.01% | 483 | +2,094 | 19.75% | Q1 2026 | May 01, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 12,561 | 1,368 | 0.05% | 0.05% | 484 | -7 | -0.06% | Q1 2026 | Apr 20, 2026 |
| Purus Wealth Management, LLC | History | Added to | 12,504 | 1,362 | 0.43% | 0.46% | 485 | +159 | 1.29% | Q1 2026 | Apr 15, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 12,397 | 1,350 | 0.34% | 0.35% | 486 | +1,255 | 11.26% | Q1 2026 | Apr 07, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 12,366 | 1,348 | 0.04% | — | 487 | +12,366 | New | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 12,368 | 1,347 | 0.04% | 0.05% | 488 | -65 | -0.52% | Q1 2026 | Apr 09, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 12,356 | 1,346 | 0.02% | 0.03% | 489 | -516 | -4.01% | Q1 2026 | May 05, 2026 |
| STATE STREET CORP | History | Added to | 12,349 | 1,345 | 0.0% | 0.0% | 490 | +2,077 | 20.22% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | Reduced | 12,141 | 1,323 | 0.11% | 0.12% | 491 | -726 | -5.64% | Q1 2026 | Apr 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 12,067 | 1,315 | 0.02% | 0.02% | 492 | -76 | -0.63% | Q1 2026 | May 08, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 12,036 | 1,312 | 0.22% | 0.4% | 493 | -6,576 | -35.33% | Q1 2026 | Apr 07, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 11,958 | 1,303 | 0.76% | 0.82% | 494 | +207 | 1.76% | Q1 2026 | Apr 08, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 11,902 | 1,297 | 0.09% | 0.1% | 495 | -46 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | New | 11,888 | 1,295 | 0.21% | — | 496 | +11,888 | New | Q1 2026 | Apr 17, 2026 |
| Encore Global Management, LP | History | New | 11,880 | 1,294 | 0.9% | — | 497 | +11,880 | New | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | No change | 11,864 | 1,292 | 0.12% | 0.13% | 498 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 11,791 | 1,284 | 0.1% | 0.12% | 499 | -451 | -3.68% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 11,726 | 1,277 | 0.03% | 0.03% | 500 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 11,640 | 1,268 | 0.0% | 0.0% | 501 | -450 | -3.72% | Q1 2026 | May 15, 2026 |
| Live Oak Investment Partners | History | Added to | 11,623 | 1,266 | 0.75% | 0.76% | 502 | +1,285 | 12.43% | Q1 2026 | Apr 29, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 11,596 | 1,263 | 0.28% | 0.35% | 503 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 11,558 | 1,260 | 0.03% | 0.03% | 504 | -1,048 | -8.31% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 11,559 | 1,259 | 0.01% | 0.01% | 506 | -504 | -4.18% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 11,556 | 1,259 | 0.13% | 0.14% | 505 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 11,537 | 1,257 | 0.01% | 0.0% | 507 | -1,422 | -10.97% | Q1 2026 | May 14, 2026 |
| Bramshill Investments, LLC | History | Added to | 11,500 | 1,253 | 0.11% | 0.06% | 509 | +3,000 | 35.29% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 11,500 | 1,253 | 0.02% | 0.02% | 508 | -100 | -0.86% | Q1 2026 | May 12, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 11,470 | 1,250 | 0.07% | 0.27% | 510 | -31,723 | -73.44% | Q1 2026 | May 01, 2026 |
| Fulcrum Equity Management | History | Reduced | 11,383 | 1,240 | 1.2% | 1.63% | 511 | -2,868 | -20.12% | Q1 2026 | Apr 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 11,255 | 1,226 | 0.02% | 0.02% | 512 | -757 | -6.3% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Reduced | 11,125 | 1,212 | 0.0% | 0.01% | 513 | -846 | -7.07% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 11,111 | 1,210 | 0.1% | 0.1% | 514 | +1,160 | 11.66% | Q1 2026 | May 15, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 11,096 | 1,209 | 1.02% | 1.2% | 515 | -830 | -6.96% | Q1 2026 | Apr 20, 2026 |
| Quarry LP | History | New | 10,950 | 1,193 | 0.21% | — | 516 | +10,950 | New | Q1 2026 | May 15, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 10,920 | 1,190 | 0.19% | 0.27% | 517 | -3,328 | -23.36% | Q1 2026 | Apr 27, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 10,837 | 1,181 | 0.38% | 0.46% | 518 | -992 | -8.39% | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 10,815 | 1,178 | 0.04% | 0.24% | 519 | -49,716 | -82.13% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 10,782 | 1,175 | 0.04% | 0.05% | 520 | +212 | 2.01% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 10,748 | 1,170 | 0.09% | 0.08% | 521 | -125 | -1.15% | Q1 2026 | May 20, 2026 |
| Ascentis Independent Advisors | History | Added to | 10,645 | 1,160 | 0.09% | 0.15% | 522 | +2,847 | 36.51% | Q1 2026 | Apr 28, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 10,607 | 1,155 | 0.45% | 0.53% | 523 | -1,251 | -10.55% | Q1 2026 | Apr 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 10,582 | 1,153 | 0.13% | 0.15% | 524 | -1,066 | -9.15% | Q1 2026 | Apr 24, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 10,498 | 1,152 | 0.42% | 0.45% | 525 | +1,070 | 11.35% | Q1 2026 | Apr 14, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 10,542 | 1,148 | 0.02% | 0.04% | 526 | -10,732 | -50.45% | Q1 2026 | Apr 08, 2026 |
| FDx Advisors, Inc. | History | New | 10,483 | 1,142 | 0.36% | — | 527 | +10,483 | New | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 10,476 | 1,141 | 0.02% | 0.03% | 528 | -2,359 | -18.38% | Q1 2026 | May 11, 2026 |
| Corsicana & Co. | History | Reduced | 5,725 | 1,130 | 0.72% | 0.75% | 529 | -5,495 | -48.98% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,459 | 1,129 | 0.02% | 0.02% | 530 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 10,326 | 1,125 | 0.12% | 0.13% | 531 | +14 | 0.14% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | No change | 10,308 | 1,123 | 0.02% | 0.02% | 532 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Henson-Edgewater Management, LLC | History | No change | 10,310 | 1,123 | 0.71% | 0.73% | 533 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BAILARD, INC. | History | Reduced | 10,286 | 1,120 | 0.03% | 0.03% | 534 | -54 | -0.52% | Q1 2026 | May 11, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 10,175 | 1,108 | 0.25% | 0.27% | 535 | +246 | 2.48% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 10,041 | 1,094 | 0.28% | 0.34% | 536 | -535 | -5.06% | Q1 2026 | Apr 29, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 10,015 | 1,091 | 0.02% | 0.02% | 537 | -627 | -5.89% | Q1 2026 | Apr 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 9,956 | 1,085 | 0.01% | 0.01% | 538 | -104 | -1.03% | Q1 2026 | May 13, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 9,919 | 1,080 | 0.3% | 0.35% | 539 | -694 | -6.54% | Q1 2026 | Apr 20, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 9,830 | 1,071 | 0.45% | 0.5% | 540 | -196 | -1.95% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 9,776 | 1,065 | 0.12% | 0.12% | 541 | -72 | -0.73% | Q1 2026 | Apr 28, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 9,718 | 1,059 | 0.12% | 0.14% | 542 | -683 | -6.57% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 9,725 | 1,059 | 0.0% | 0.0% | 543 | -326 | -3.24% | Q1 2026 | May 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 9,664 | 1,053 | 0.06% | 0.19% | 544 | -18,532 | -65.73% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,637 | 1,050 | 0.05% | 0.05% | 545 | +662 | 7.38% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,575 | 1,043 | 0.02% | 0.04% | 546 | -7,153 | -42.76% | Q1 2026 | Apr 10, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 9,522 | 1,037 | 0.12% | 0.14% | 547 | -488 | -4.88% | Q1 2026 | May 15, 2026 |
| RCW Management, LLC | History | No change | 9,498 | 1,035 | 1.06% | 1.15% | 548 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Thomasville National Bank | History | No change | 8,572 | 1,023 | 0.06% | 0.06% | 549 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,372 | 1,021 | 0.01% | 0.01% | 550 | -7,171 | -43.35% | Q1 2026 | May 13, 2026 |
| Smith Salley Wealth Management | History | No change | 9,366 | 1,020 | 0.05% | 0.06% | 551 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,337 | 1,017 | 0.23% | 0.26% | 552 | -28 | -0.3% | Q1 2026 | Apr 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 9,295 | 1,013 | 0.15% | 0.16% | 553 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | Reduced | 9,260 | 1,009 | 1.59% | 1.46% | 554 | -2,558 | -21.64% | Q1 2026 | May 12, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 9,241 | 1,007 | 0.14% | 0.15% | 555 | +481 | 5.49% | Q1 2026 | Apr 24, 2026 |
| J. Goldman & Co LP | History | Reduced | 9,235 | 1,006 | 0.03% | 0.13% | 556 | -30,629 | -76.83% | Q1 2026 | May 15, 2026 |
| V2 Financial group LLC | History | No change | 9,200 | 1,002 | 0.47% | 0.54% | 557 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 9,171 | 999 | 0.2% | 0.22% | 558 | +23 | 0.25% | Q1 2026 | May 14, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 9,163 | 998 | 0.07% | 0.15% | 559 | -7,671 | -45.57% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Reduced | 9,154 | 997 | 0.09% | 0.11% | 560 | -56 | -0.61% | Q1 2026 | May 06, 2026 |
| Mendel Capital Management LLC | History | New | 9,136 | 995 | 0.5% | — | 561 | +9,136 | New | Q1 2026 | Apr 21, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 9,115 | 993 | 0.09% | 0.13% | 562 | -28 | -0.31% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 9,065 | 987 | 0.11% | — | 563 | +9,065 | New | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Reduced | 9,011 | 982 | 0.12% | 0.13% | 564 | -160 | -1.74% | Q1 2026 | Apr 15, 2026 |
| January Capital Advisors LLC | History | New | 8,947 | 975 | 1.31% | — | 565 | +8,947 | New | Q1 2026 | May 20, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 8,892 | 969 | 0.46% | 0.52% | 566 | -642 | -6.73% | Q1 2026 | Apr 27, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 8,887 | 968 | 0.01% | 0.02% | 567 | -56 | -0.63% | Q1 2026 | Apr 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 8,844 | 963 | 0.03% | 0.04% | 568 | +77 | 0.88% | Q1 2026 | May 13, 2026 |
| Keel Point, LLC | History | No change | 8,012 | 956 | 0.06% | 0.06% | 569 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| E&G Advisors, LP | History | No change | 8,745 | 952 | 0.21% | 0.23% | 570 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Luminist Capital LLC | History | Added to | 8,711 | 949 | 1.26% | 1.19% | 571 | +622 | 7.69% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 8,701 | 948 | 0.04% | 0.05% | 572 | -5 | -0.06% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 8,679 | 945 | 0.04% | 0.05% | 573 | -3,044 | -25.97% | Q1 2026 | May 11, 2026 |
| Journey Advisory Group, LLC | History | No change | 8,524 | 941 | 0.08% | 0.09% | 574 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 8,580 | 935 | 0.07% | 0.08% | 575 | -233 | -2.64% | Q1 2026 | Apr 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,539 | 930 | 0.03% | 0.03% | 576 | +461 | 5.71% | Q1 2026 | May 14, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 8,469 | 922 | 0.06% | 0.07% | 577 | -41 | -0.48% | Q1 2026 | May 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 8,418 | 917 | 0.01% | 0.01% | 578 | -89 | -1.05% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 8,277 | 902 | 0.02% | 0.03% | 579 | -4,622 | -35.83% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 8,250 | 899 | 0.0% | 0.0% | 580 | +3,184 | 62.85% | Q1 2026 | May 04, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 8,245 | 898 | 0.68% | 0.73% | 581 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 8,186 | 892 | 0.03% | 0.04% | 582 | +92 | 1.14% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 8,100 | 882 | 0.0% | 0.0% | 583 | -1,611 | -16.59% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 7,369 | 879 | 0.02% | 0.02% | 584 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 8,060 | 878 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 8,028 | 874 | 0.42% | 0.43% | 586 | +680 | 9.25% | Q1 2026 | May 08, 2026 |
| McAdam, LLC | History | Added to | 7,931 | 864 | 0.04% | 0.04% | 587 | +819 | 11.52% | Q1 2026 | May 08, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 8,095 | 855 | 0.96% | 1.12% | 588 | -1,471 | -15.38% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | New | 7,764 | 846 | 0.04% | — | 590 | +7,764 | New | Q1 2026 | May 01, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 7,763 | 846 | 0.6% | 0.65% | 589 | +167 | 2.2% | Q1 2026 | Apr 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 7,723 | 841 | 0.0% | 0.0% | 591 | +676 | 9.59% | Q1 2026 | May 14, 2026 |
| Archford Capital Strategies, LLC | History | No change | 7,725 | 841 | 0.1% | 0.11% | 592 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 7,726 | 841 | 0.28% | 0.3% | 593 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 7,656 | 834 | 0.05% | 0.06% | 594 | -981 | -11.36% | Q1 2026 | Apr 30, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 7,635 | 832 | 0.17% | 0.22% | 595 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 7,605 | 829 | 0.02% | 0.03% | 596 | -397 | -4.96% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | New | 7,600 | 828 | 0.0% | — | 597 | +7,600 | New | Q1 2026 | May 15, 2026 |
| First Citizens Financial Corp | History | Added to | 7,590 | 827 | 0.39% | 0.44% | 598 | +48 | 0.64% | Q1 2026 | Apr 07, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 7,468 | 813 | 0.01% | 0.04% | 599 | -21,658 | -74.36% | Q1 2026 | May 15, 2026 |
| Rockingstone Advisors LLC | History | No change | 7,428 | 809 | 0.37% | 0.4% | 600 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Occidental Asset Management, LLC | History | Added to | 7,396 | 806 | 0.1% | 0.09% | 601 | +822 | 12.5% | Q1 2026 | Apr 15, 2026 |
| Invst, LLC | History | Added to | 7,331 | 798 | 0.09% | 0.09% | 602 | +248 | 3.5% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 7,319 | 797 | 0.05% | 0.03% | 603 | +2,677 | 57.67% | Q1 2026 | Apr 29, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 7,307 | 796 | 0.02% | 0.03% | 604 | +316 | 4.52% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 7,288 | 794 | 0.5% | — | 605 | +7,288 | New | Q1 2026 | May 13, 2026 |
| WT Wealth Management | History | Added to | 7,165 | 780 | 0.23% | 0.24% | 606 | +272 | 3.95% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 7,112 | 775 | 0.01% | 0.01% | 607 | +2,012 | 39.45% | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 7,108 | 774 | 0.03% | 0.05% | 609 | -4,691 | -39.76% | Q1 2026 | Apr 28, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 7,104 | 774 | 0.06% | 0.06% | 608 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Alpha Wealth Funds, LLC | History | Reduced | 7,067 | 770 | 0.52% | 0.54% | 611 | -274 | -3.73% | Q1 2026 | May 14, 2026 |
| Oxler Private Wealth LLC | History | Added to | 7,072 | 770 | 0.24% | 0.24% | 610 | +11 | 0.16% | Q1 2026 | Apr 28, 2026 |
| GREENLEAF TRUST | History | No change | 7,044 | 767 | 0.01% | 0.01% | 612 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| 1607 Capital Partners, LLC | History | New | 7,000 | 762 | 0.05% | — | 613 | +7,000 | New | Q1 2026 | May 15, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 6,959 | 758 | 0.19% | 0.21% | 614 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| McHugh Group, LLC | History | No change | 6,950 | 757 | 0.45% | 0.47% | 615 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 6,928 | 755 | 0.14% | 0.19% | 616 | -3,242 | -31.88% | Q1 2026 | Apr 29, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 6,918 | 753 | 0.3% | 0.32% | 617 | -11 | -0.16% | Q1 2026 | May 11, 2026 |
| First National Bank of Hutchinson | History | Reduced | 6,880 | 749 | 0.48% | 0.8% | 618 | -4,608 | -40.11% | Q1 2026 | May 04, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 6,851 | 746 | 0.26% | 0.37% | 619 | -1,519 | -18.15% | Q1 2026 | May 04, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 6,792 | 740 | 0.68% | 0.73% | 620 | -240 | -3.41% | Q1 2026 | Apr 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 6,790 | 739 | 0.55% | 0.42% | 622 | +1,867 | 37.92% | Q1 2026 | Apr 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 6,784 | 739 | 0.13% | 0.16% | 621 | -416 | -5.78% | Q1 2026 | May 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,180 | 737 | 0.06% | 0.06% | 623 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 6,752 | 735 | 0.13% | — | 624 | +6,752 | New | Q1 2026 | Apr 28, 2026 |
| Legacy Private Trust Co. | History | Added to | 6,737 | 734 | 0.05% | 0.04% | 625 | +747 | 12.47% | Q1 2026 | Apr 07, 2026 |
| Circle Wealth Management, LLC | History | No change | 6,722 | 732 | 0.01% | 0.01% | 626 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Athena Investment Management | History | No change | 6,700 | 730 | 0.38% | 0.41% | 627 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nikulski Financial, Inc. | History | Added to | 6,667 | 726 | 0.18% | 0.17% | 628 | +711 | 11.94% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 6,662 | 726 | 0.02% | 0.02% | 629 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 6,651 | 724 | 0.04% | 0.04% | 630 | -25 | -0.37% | Q1 2026 | Apr 28, 2026 |
| SCS Capital Management LLC | History | Reduced | 6,582 | 717 | 0.01% | 0.01% | 631 | -2,014 | -23.43% | Q1 2026 | May 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,550 | 713 | 0.0% | 0.01% | 633 | -40,129 | -85.97% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 6,539 | 713 | 0.04% | 0.07% | 632 | -730 | -10.04% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | Added to | 6,528 | 710 | 0.11% | 0.1% | 634 | +1,138 | 21.11% | Q1 2026 | May 04, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 6,434 | 701 | 0.48% | 0.51% | 635 | +111 | 1.76% | Q1 2026 | May 04, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 6,401 | 697 | 0.1% | 0.09% | 636 | +976 | 17.99% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,924 | 692 | 0.01% | — | 637 | +5,924 | New | Q1 2026 | May 01, 2026 |
| Jacobs Equity LLC | History | Reduced | 6,293 | 685 | 0.61% | 0.83% | 638 | -934 | -12.92% | Q1 2026 | May 14, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | No change | 6,276 | 683 | 0.02% | 0.02% | 639 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | New | 6,257 | 681 | 0.05% | — | 641 | +6,257 | New | Q1 2026 | May 07, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 6,257 | 681 | 0.13% | 0.11% | 640 | +186 | 3.06% | Q1 2026 | May 11, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 6,237 | 679 | 0.7% | 0.79% | 642 | -102 | -1.61% | Q1 2026 | Apr 23, 2026 |
| Clarius Group, LLC | History | No change | 5,682 | 678 | 0.04% | 0.04% | 643 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 6,163 | 671 | 0.0% | 0.01% | 644 | -15,768 | -71.9% | Q1 2026 | May 08, 2026 |
| Ark Wealth Advisors LLC | History | Reduced | 6,153 | 670 | 0.66% | 0.86% | 646 | -509 | -7.64% | Q1 2026 | May 14, 2026 |
| Atala Financial Inc | History | No change | 4,135 | 670 | 0.45% | 0.32% | 645 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Clare Market Investments LLC | History | New | 6,126 | 667 | 0.14% | — | 647 | +6,126 | New | Q1 2026 | Apr 29, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 6,108 | 665 | 0.04% | 0.04% | 648 | +458 | 8.11% | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | Reduced | 6,086 | 663 | 0.01% | 0.01% | 649 | -9 | -0.15% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 6,074 | 661 | 0.01% | 0.01% | 650 | -20 | -0.33% | Q1 2026 | May 08, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 6,030 | 657 | 0.05% | 0.06% | 651 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Fjell Capital, LLC | History | Added to | 6,021 | 656 | 0.5% | 0.46% | 652 | +992 | 19.73% | Q1 2026 | Apr 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 5,980 | 651 | 0.0% | 0.0% | 653 | -84 | -1.39% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 5,978 | 651 | 0.03% | 0.03% | 654 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 5,930 | 646 | 0.01% | 0.02% | 655 | -922 | -13.46% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 5,464 | 645 | 0.04% | 0.04% | 656 | -18 | -0.33% | Q1 2026 | Apr 20, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 5,402 | 642 | 0.0% | 0.06% | 657 | -251,000 | -97.89% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 5,861 | 638 | 0.02% | 0.02% | 658 | -265 | -4.33% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,841 | 636 | 0.01% | 0.02% | 659 | -326 | -5.29% | Q1 2026 | May 14, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 5,806 | 632 | 0.39% | 0.43% | 660 | -210 | -3.49% | Q1 2026 | Apr 16, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,783 | 630 | 0.02% | 0.02% | 661 | +33 | 0.57% | Q1 2026 | May 13, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 5,747 | 626 | 0.42% | 0.42% | 662 | -73 | -1.25% | Q1 2026 | Apr 16, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 5,718 | 623 | 0.22% | 0.25% | 663 | -194 | -3.28% | Q1 2026 | Apr 08, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 5,701 | 621 | 0.16% | 0.2% | 664 | -272 | -4.55% | Q1 2026 | May 11, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 5,666 | 617 | 0.41% | 0.46% | 666 | +12 | 0.21% | Q1 2026 | Apr 08, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 5,668 | 617 | 0.12% | 0.13% | 665 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 5,644 | 615 | 0.01% | 0.02% | 667 | -4,442 | -44.04% | Q1 2026 | May 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,606 | 610 | 0.01% | 0.0% | 669 | +3,540 | 171.35% | Q1 2026 | Apr 27, 2026 |
| ARROW FINANCIAL CORP | History | No change | 5,599 | 610 | 0.06% | 0.07% | 668 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Burford Brothers, Inc. | History | Reduced | 5,585 | 608 | 0.25% | 0.29% | 670 | -305 | -5.18% | Q1 2026 | Apr 27, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 5,573 | 607 | 0.11% | 0.12% | 671 | +151 | 2.78% | Q1 2026 | Apr 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 5,540 | 603 | 0.04% | 0.04% | 672 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sage Capital Management, LLC | History | Added to | 5,519 | 601 | 0.28% | 0.3% | 673 | +7 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Councilmark Asset Management, LLC | History | No change | 5,400 | 588 | 0.34% | 0.36% | 674 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elm Partners Management LLC | History | Added to | 5,541 | 585 | 0.03% | 0.02% | 676 | +2,463 | 80.02% | Q1 2026 | May 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 5,375 | 585 | 0.12% | 0.08% | 675 | +1,832 | 51.71% | Q1 2026 | Apr 20, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 5,314 | 579 | 0.07% | 0.07% | 677 | -140 | -2.57% | Q1 2026 | Apr 17, 2026 |
| FineMark National Bank & Trust | History | No change | 4,848 | 578 | 0.02% | 0.02% | 678 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 5,288 | 576 | 0.14% | 0.16% | 679 | -242 | -4.38% | Q1 2026 | May 12, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 5,266 | 573 | 0.02% | 0.06% | 680 | -13,128 | -71.37% | Q1 2026 | May 18, 2026 |
| KPP Advisory Services LLC | History | Reduced | 5,248 | 571 | 0.08% | 0.11% | 681 | -868 | -14.19% | Q1 2026 | Apr 24, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,204 | 567 | 0.06% | 0.07% | 682 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 5,188 | 565 | 0.13% | 0.14% | 683 | +1 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Stratos Investment Management, LLC | History | Added to | 5,131 | 559 | 0.02% | 0.02% | 684 | +797 | 18.39% | Q1 2026 | Apr 28, 2026 |
| Tidal Investments LLC | History | New | 5,116 | 557 | 0.0% | — | 685 | +5,116 | New | Q1 2026 | May 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 5,060 | 551 | 0.07% | 0.09% | 686 | -140 | -2.69% | Q1 2026 | May 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 5,053 | 550 | 0.07% | 0.12% | 687 | -273 | -5.13% | Q1 2026 | May 18, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 5,041 | 549 | 0.13% | 0.15% | 688 | -413 | -7.57% | Q1 2026 | Apr 16, 2026 |
| Venture Visionary Partners LLC | History | Added to | 5,041 | 549 | 0.02% | 0.02% | 689 | +362 | 7.74% | Q1 2026 | May 14, 2026 |
| Optas, LLC | History | No change | 5,044 | 549 | 0.08% | 0.09% | 690 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,012 | 546 | 0.03% | 0.05% | 691 | -1,132 | -18.42% | Q1 2026 | Apr 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 5,001 | 544 | 0.02% | 0.06% | 693 | -10,014 | -66.69% | Q1 2026 | Apr 17, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 4,999 | 544 | 0.02% | 0.02% | 692 | +469 | 10.35% | Q1 2026 | Apr 24, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,952 | 539 | 0.02% | 0.03% | 694 | -884 | -15.15% | Q1 2026 | May 08, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 4,520 | 539 | 0.05% | 0.05% | 695 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 4,944 | 538 | 0.03% | 0.03% | 696 | +2,498 | 102.13% | Q1 2026 | Apr 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 4,940 | 538 | 0.04% | 0.04% | 697 | +178 | 3.74% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,935 | 537 | 0.01% | 0.01% | 698 | -412 | -7.71% | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | No change | 4,538 | 537 | 0.04% | 0.05% | 699 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 4,918 | 535 | 0.46% | 0.52% | 700 | -7 | -0.14% | Q1 2026 | Apr 21, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 4,888 | 532 | 0.1% | 0.11% | 701 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 4,839 | 531 | 0.01% | 0.02% | 703 | -3,508 | -42.03% | Q1 2026 | May 14, 2026 |
| tru Independence LLC | History | Reduced | 4,875 | 531 | 0.26% | 0.17% | 702 | -827 | -14.5% | Q1 2026 | Apr 22, 2026 |
| Prostatis Group LLC | History | Reduced | 4,864 | 530 | 0.14% | 0.14% | 704 | -223 | -4.38% | Q1 2026 | May 12, 2026 |
| Kensington Investment Counsel, LLC | History | No change | 4,865 | 530 | 0.26% | 0.24% | 705 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 4,845 | 528 | 0.14% | — | 706 | +4,845 | New | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,439 | 525 | 0.01% | 0.02% | 707 | -196 | -4.23% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,810 | 524 | 0.01% | 0.01% | 708 | -96 | -1.96% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,792 | 522 | 0.04% | 0.13% | 709 | -11,360 | -70.33% | Q1 2026 | Apr 20, 2026 |
| CHICAGO TRUST Co NA | History | No change | 4,788 | 521 | 0.08% | 0.09% | 710 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Essex Bank | History | No change | 4,778 | 520 | 0.12% | 0.12% | 711 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 4,756 | 518 | 0.2% | 0.14% | 712 | -24 | -0.5% | Q1 2026 | May 04, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 4,729 | 515 | 0.31% | 0.31% | 713 | +495 | 11.69% | Q1 2026 | Apr 21, 2026 |
| Stonebrook Private Inc. | History | Reduced | 4,712 | 513 | 0.11% | 0.13% | 714 | -658 | -12.25% | Q1 2026 | May 11, 2026 |
| Allie Family Office LLC | History | No change | 2,320 | 505 | 0.22% | 0.26% | 715 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 4,630 | 504 | 0.04% | — | 716 | +4,630 | New | Q1 2026 | May 06, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 4,600 | 501 | 0.28% | 0.31% | 717 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 4,590 | 500 | 0.06% | 0.07% | 719 | -1,035 | -18.4% | Q1 2026 | May 04, 2026 |
| KWMG, LLC | History | Reduced | 4,594 | 500 | 0.04% | 0.05% | 718 | -518 | -10.13% | Q1 2026 | Apr 09, 2026 |
| Astra Wealth Partners LLC | History | Added to | 4,564 | 497 | 0.3% | 0.31% | 721 | +148 | 3.35% | Q1 2026 | May 06, 2026 |
| Campion Asset Management | History | Reduced | 4,567 | 497 | 0.34% | 0.38% | 720 | -7 | -0.15% | Q1 2026 | May 14, 2026 |
| Allen Investment Management, LLC | History | No change | 4,556 | 496 | 0.01% | 0.01% | 722 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 4,518 | 492 | 0.01% | 0.01% | 723 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 4,490 | 489 | 0.24% | 0.25% | 724 | +78 | 1.77% | Q1 2026 | May 07, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 4,473 | 487 | 0.07% | 0.08% | 725 | -372 | -7.68% | Q1 2026 | May 07, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 4,467 | 486 | 0.07% | 0.08% | 726 | +32 | 0.72% | Q1 2026 | May 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 4,456 | 485 | 0.02% | 0.02% | 727 | -60 | -1.33% | Q1 2026 | May 11, 2026 |
| Mirador Capital Partners LP | History | Reduced | 4,445 | 484 | 0.07% | 0.11% | 728 | -2,360 | -34.68% | Q1 2026 | Apr 08, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 4,446 | 484 | 0.24% | 0.26% | 729 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 4,435 | 483 | 0.04% | 0.07% | 730 | -1,862 | -29.57% | Q1 2026 | May 04, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 4,439 | 483 | 0.03% | 0.04% | 731 | -11 | -0.25% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | No change | 4,378 | 477 | 0.03% | 0.04% | 732 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,376 | 476 | 0.1% | 0.12% | 733 | -236 | -5.12% | Q1 2026 | Apr 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 4,354 | 474 | 0.04% | 0.09% | 734 | -4,766 | -52.26% | Q1 2026 | Apr 27, 2026 |
| Navalign, LLC | History | Added to | 4,348 | 473 | 0.12% | 0.04% | 735 | +3,011 | 225.21% | Q1 2026 | Apr 29, 2026 |
| Nadler Financial Group, Inc. | History | No change | 4,336 | 472 | 0.05% | 0.05% | 736 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 4,324 | 471 | 0.0% | — | 737 | +4,324 | New | Q1 2026 | May 15, 2026 |
| RDA Financial Network | History | Added to | 4,300 | 468 | 0.12% | 0.11% | 739 | +392 | 10.03% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,301 | 468 | 0.01% | 0.01% | 738 | +2 | 0.05% | Q1 2026 | Apr 22, 2026 |
| Chemistry Wealth Management LLC | History | No change | 4,302 | 468 | 0.08% | 0.1% | 740 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wedmont Private Capital | History | Reduced | 4,209 | 466 | 0.02% | 0.02% | 741 | -540 | -11.37% | Q1 2026 | Apr 09, 2026 |
| Bulltick Wealth Management, LLC | History | New | 4,248 | 462 | 0.1% | — | 742 | +4,248 | New | Q1 2026 | Apr 27, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 4,183 | 455 | 0.22% | 0.23% | 743 | +152 | 3.77% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 3,800 | 453 | 0.0% | 0.0% | 744 | -10,983 | -74.29% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 4,159 | 453 | 0.02% | 0.04% | 746 | -2,542 | -37.93% | Q1 2026 | May 15, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,800 | 453 | 0.11% | 0.11% | 745 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BBR PARTNERS, LLC | History | No change | 4,146 | 451 | 0.03% | 0.03% | 747 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | Added to | 3,797 | 450 | 0.04% | 0.04% | 749 | +782 | 25.94% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,136 | 450 | 0.04% | 0.05% | 748 | -314 | -7.06% | Q1 2026 | Apr 30, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 3,765 | 449 | 0.34% | 0.35% | 750 | +208 | 5.85% | Q1 2026 | May 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 4,106 | 447 | 0.02% | 0.03% | 751 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 4,094 | 446 | 0.12% | 0.11% | 752 | +94 | 2.35% | Q1 2026 | May 11, 2026 |
| IFC Advisors LLC | History | Added to | 4,079 | 444 | 0.06% | 0.07% | 753 | +8 | 0.2% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | New | 4,074 | 443 | 0.01% | — | 755 | +4,074 | New | Q1 2026 | Apr 08, 2026 |
| MRWM Advisors, LLC | History | No change | 4,070 | 443 | 0.24% | 0.26% | 754 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 4,062 | 442 | 0.02% | 0.02% | 756 | -55 | -1.34% | Q1 2026 | May 07, 2026 |
| Sage Capital Advisors,llc | History | Added to | 4,059 | 442 | 0.1% | 0.12% | 757 | +1 | 0.02% | Q1 2026 | Apr 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 4,054 | 441 | 0.03% | 0.01% | 759 | -28,726 | -87.63% | Q1 2026 | May 12, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 4,052 | 441 | 0.08% | 0.07% | 758 | +359 | 9.72% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 4,038 | 440 | 0.05% | 0.07% | 760 | -27 | -0.66% | Q1 2026 | Apr 21, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 4,032 | 439 | 0.01% | 0.0% | 761 | +680 | 20.29% | Q1 2026 | May 08, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 4,034 | 439 | 0.01% | 0.01% | 762 | +177 | 4.59% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | No change | 1,834 | 439 | 0.2% | 0.2% | 763 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 4,024 | 438 | 0.09% | 0.1% | 764 | -497 | -10.99% | Q1 2026 | May 15, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 4,024 | 438 | 0.16% | 0.17% | 766 | +33 | 0.83% | Q1 2026 | Apr 22, 2026 |
| EPG Wealth Management LLC | History | Added to | 4,028 | 438 | 0.12% | 0.13% | 767 | +6 | 0.15% | Q1 2026 | May 07, 2026 |
| Wealth Architects, LLC | History | No change | 4,028 | 438 | 0.04% | 0.04% | 765 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 4,014 | 437 | 0.0% | 0.0% | 768 | -316 | -7.3% | Q1 2026 | May 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,002 | 436 | 0.01% | 0.01% | 769 | -1,494 | -27.18% | Q1 2026 | Apr 15, 2026 |
| CX Institutional | History | Reduced | 3,990 | 435 | 0.01% | 0.14% | 771 | -34,468 | -89.63% | Q1 2026 | Apr 06, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 3,995 | 435 | 0.06% | 0.06% | 772 | +54 | 1.37% | Q1 2026 | Apr 13, 2026 |
| Choate Investment Advisors | History | No change | 4,000 | 435 | 0.01% | 0.01% | 770 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,958 | 434 | 0.03% | 0.05% | 775 | -1,824 | -31.55% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,984 | 434 | 0.0% | 0.0% | 773 | -685 | -14.67% | Q1 2026 | May 08, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 3,986 | 434 | 0.09% | 0.11% | 774 | +58 | 1.48% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,972 | 432 | 0.0% | 0.16% | 777 | -185,001 | -97.9% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | Reduced | 3,972 | 432 | 0.01% | 0.02% | 776 | -417 | -9.5% | Q1 2026 | May 13, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 3,966 | 432 | 0.16% | 0.17% | 778 | +9 | 0.23% | Q1 2026 | May 07, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 3,956 | 431 | 0.02% | 0.02% | 779 | -674 | -14.56% | Q1 2026 | Apr 16, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 3,946 | 430 | 0.09% | 0.09% | 780 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 3,903 | 425 | 0.02% | 0.02% | 781 | +1,468 | 60.29% | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 3,896 | 424 | 0.05% | 0.08% | 783 | -1,230 | -24.0% | Q1 2026 | Apr 08, 2026 |
| EASTERN BANK | History | Reduced | 3,892 | 424 | 0.01% | 0.01% | 782 | -530 | -11.99% | Q1 2026 | Apr 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 3,887 | 423 | 0.23% | 0.23% | 785 | +344 | 9.71% | Q1 2026 | May 13, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 3,888 | 423 | 0.06% | 0.07% | 784 | -26 | -0.66% | Q1 2026 | May 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 3,881 | 422 | 0.27% | 0.11% | 786 | +2,463 | 173.7% | Q1 2026 | May 14, 2026 |
| JM2 Capital Inc. | History | Added to | 3,852 | 419 | 0.35% | 0.35% | 787 | +175 | 4.76% | Q1 2026 | Apr 27, 2026 |
| Bowman & Co S.C. | History | No change | 3,498 | 417 | 0.18% | 0.18% | 788 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealth Quarterback LLC | History | Reduced | 3,776 | 411 | 0.16% | 0.25% | 789 | -1,929 | -33.81% | Q1 2026 | Apr 09, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 3,750 | 408 | 0.14% | 0.15% | 790 | -18 | -0.48% | Q1 2026 | May 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,743 | 407 | 0.04% | 0.05% | 792 | -150 | -3.85% | Q1 2026 | Apr 15, 2026 |
| Trust Point Inc. | History | Reduced | 3,740 | 407 | 0.04% | 0.04% | 791 | -38 | -1.01% | Q1 2026 | Apr 15, 2026 |
| Arista Wealth Management, LLC | History | No change | 3,740 | 407 | 0.05% | 0.05% | 793 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 3,726 | 406 | 0.06% | 0.06% | 794 | -40 | -1.06% | Q1 2026 | May 04, 2026 |
| Ranch Capital Advisors Inc. | History | Reduced | 3,720 | 405 | 0.15% | 0.2% | 796 | -936 | -20.1% | Q1 2026 | May 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 3,723 | 405 | 0.07% | 0.08% | 795 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,710 | 404 | 0.02% | 0.03% | 797 | +2 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Vivaldi Capital Management LP | History | Added to | 3,699 | 403 | 0.06% | 0.04% | 798 | +1,355 | 57.81% | Q1 2026 | May 14, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 3,705 | 403 | 0.15% | 0.14% | 799 | +352 | 10.5% | Q1 2026 | May 04, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 3,688 | 401 | 0.08% | 0.02% | 800 | +2,632 | 249.24% | Q1 2026 | Apr 29, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 3,651 | 397 | 0.19% | 0.19% | 801 | +3 | 0.08% | Q1 2026 | Apr 27, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 3,617 | 394 | 0.27% | 0.3% | 802 | +30 | 0.84% | Q1 2026 | May 07, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 3,604 | 393 | 0.04% | 0.04% | 803 | -20 | -0.55% | Q1 2026 | Apr 02, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 3,600 | 392 | 0.23% | — | 804 | +3,600 | New | Q1 2026 | May 13, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 3,588 | 391 | 0.2% | 0.12% | 805 | -170 | -4.52% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,586 | 390 | 0.02% | — | 807 | +3,586 | New | Q1 2026 | May 15, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 3,581 | 390 | 0.09% | 0.12% | 806 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 3,547 | 386 | 0.01% | 0.01% | 808 | +369 | 11.61% | Q1 2026 | Apr 22, 2026 |
| BAYBAN | History | No change | 3,524 | 384 | 0.33% | 0.37% | 809 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Brooklyn Investment Group | History | Reduced | 3,506 | 382 | 0.01% | 0.02% | 810 | -232 | -6.21% | Q1 2026 | Apr 29, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 3,506 | 382 | 0.22% | 0.26% | 811 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 3,500 | 381 | 0.02% | — | 813 | +3,500 | New | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,502 | 381 | 0.01% | 0.01% | 812 | -266 | -7.06% | Q1 2026 | May 07, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 3,487 | 380 | 0.02% | 0.02% | 814 | +34 | 0.98% | Q1 2026 | Apr 09, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 3,480 | 379 | 0.06% | 0.07% | 815 | -599 | -14.68% | Q1 2026 | May 05, 2026 |
| HF Advisory Group, LLC | History | Reduced | 3,482 | 379 | 0.13% | 0.15% | 816 | -69 | -1.94% | Q1 2026 | Apr 21, 2026 |
| Tempo Wealth, LLC | History | Added to | 3,478 | 378 | 0.07% | 0.07% | 817 | +3 | 0.09% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | Reduced | 3,446 | 375 | 0.03% | 0.04% | 818 | -256 | -6.92% | Q1 2026 | Apr 22, 2026 |
| SkyOak Wealth, LLC | History | No change | 3,398 | 370 | 0.07% | 0.07% | 819 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TAGStone Capital, Inc. | History | New | 3,390 | 369 | 0.13% | — | 820 | +3,390 | New | Q1 2026 | May 11, 2026 |
| CenterStar Asset Management, LLC | History | New | 3,381 | 368 | 0.05% | — | 821 | +3,381 | New | Q1 2026 | May 01, 2026 |
| Bensler, LLC | History | Reduced | 3,365 | 366 | 0.04% | 0.04% | 823 | -63 | -1.84% | Q1 2026 | May 01, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 3,365 | 366 | 0.13% | 0.14% | 822 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 3,357 | 365 | 0.07% | 0.09% | 824 | -268 | -7.39% | Q1 2026 | May 14, 2026 |
| Clear Retirement Advice LLC | History | No change | 3,352 | 365 | 0.29% | 0.31% | 825 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 3,340 | 363 | 0.06% | 0.07% | 826 | +2 | 0.06% | Q1 2026 | Apr 29, 2026 |
| CrossGen Wealth, LLC | History | No change | 3,335 | 363 | 0.32% | 0.35% | 827 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,326 | 362 | 0.02% | 0.18% | 828 | -28,778 | -89.64% | Q1 2026 | May 18, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 3,314 | 361 | 0.03% | 0.03% | 829 | +213 | 6.87% | Q1 2026 | Apr 07, 2026 |
| Mattern Wealth Management LLC | History | No change | 3,316 | 361 | 0.07% | 0.08% | 830 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BIP Wealth, LLC | History | Added to | 3,312 | 360 | 0.01% | 0.01% | 832 | +418 | 14.44% | Q1 2026 | Apr 27, 2026 |
| BOKF, NA | History | No change | 3,308 | 360 | 0.01% | 0.01% | 831 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 3,303 | 359 | 0.02% | 0.02% | 833 | +101 | 3.15% | Q1 2026 | Apr 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 3,286 | 358 | 0.01% | 0.01% | 834 | +742 | 29.17% | Q1 2026 | May 15, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 3,286 | 358 | 0.06% | 0.08% | 835 | -614 | -15.74% | Q1 2026 | Apr 30, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 3,290 | 358 | 0.02% | 0.03% | 836 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 3,270 | 356 | 0.02% | 0.02% | 837 | +6 | 0.18% | Q1 2026 | Apr 17, 2026 |
| Olistico Wealth, LLC | History | Added to | 3,249 | 354 | 0.17% | 0.19% | 840 | +1 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 3,250 | 354 | 0.04% | 0.04% | 838 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | No change | 3,249 | 354 | 0.02% | 0.02% | 839 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LVW Advisors, LLC | History | New | 3,216 | 350 | 0.03% | — | 841 | +3,216 | New | Q1 2026 | Apr 20, 2026 |
| BCS Wealth Management | History | Reduced | 3,181 | 346 | 0.07% | 0.08% | 842 | -3,181 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Capital Square, LLC | History | Reduced | 2,916 | 346 | 0.16% | 0.18% | 843 | -98 | -3.25% | Q1 2026 | May 11, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 2,891 | 345 | 0.01% | 0.01% | 844 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 3,157 | 344 | 0.07% | 0.14% | 847 | -1,962 | -38.33% | Q1 2026 | May 11, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 3,160 | 344 | 0.03% | 0.03% | 845 | -98 | -3.01% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | Added to | 3,162 | 344 | 0.0% | 0.0% | 846 | +9 | 0.29% | Q1 2026 | Apr 20, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 3,162 | 344 | 0.14% | 0.13% | 848 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 3,150 | 343 | 0.04% | 1.3% | 849 | -99,527 | -96.93% | Q1 2026 | Apr 22, 2026 |
| Farmers National Bank | History | No change | 2,870 | 342 | 0.08% | 0.08% | 850 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,126 | 340 | 0.02% | — | 852 | +3,126 | New | Q1 2026 | Apr 16, 2026 |
| Bay Rivers Group | History | No change | 3,121 | 340 | 0.14% | 0.15% | 851 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 3,119 | 339 | 0.02% | 0.03% | 853 | -20 | -0.64% | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 3,118 | 339 | 0.02% | 0.02% | 854 | -10 | -0.32% | Q1 2026 | May 12, 2026 |
| F/m Investments LLC | History | Added to | 3,110 | 338 | 0.02% | 0.01% | 855 | +288 | 10.21% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 3,107 | 338 | 0.03% | 0.03% | 856 | +9 | 0.29% | Q1 2026 | Apr 30, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 3,077 | 335 | 0.04% | 0.03% | 858 | +472 | 18.12% | Q1 2026 | Apr 09, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 3,075 | 335 | 0.11% | 0.12% | 857 | -125 | -3.91% | Q1 2026 | Apr 21, 2026 |
| Balboa Wealth Partners | History | Added to | 3,073 | 334 | 0.06% | 0.05% | 859 | +411 | 15.44% | Q1 2026 | Apr 16, 2026 |
| Community Bank, N.A. | History | Reduced | 3,050 | 332 | 0.04% | 0.04% | 860 | -74 | -2.37% | Q1 2026 | May 12, 2026 |
| Leo Wealth, LLC | History | Added to | 3,045 | 331 | 0.02% | 0.02% | 861 | +345 | 12.78% | Q1 2026 | May 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 3,011 | 328 | 0.01% | 0.01% | 862 | +1,119 | 59.14% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 3,004 | 327 | 0.04% | 0.05% | 863 | -256 | -7.85% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 2,996 | 326 | 0.01% | 0.01% | 864 | -286 | -8.71% | Q1 2026 | May 04, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 2,746 | 324 | 0.05% | 0.0% | 866 | +2,650 | 2760.42% | Q1 2026 | May 08, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 2,980 | 324 | 0.07% | 0.09% | 865 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TORONTO DOMINION BANK | History | Added to | 2,964 | 323 | 0.0% | 0.0% | 867 | +669 | 29.15% | Q1 2026 | May 15, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 2,972 | 323 | 0.14% | 0.16% | 868 | +5 | 0.17% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,958 | 322 | 0.01% | 0.08% | 870 | -24,595 | -89.26% | Q1 2026 | May 04, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 2,958 | 322 | 0.08% | 0.09% | 869 | +4 | 0.14% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,949 | 321 | 0.02% | 0.03% | 873 | -44 | -1.47% | Q1 2026 | Apr 17, 2026 |
| Haverford Trust Co | History | No change | 2,952 | 321 | 0.0% | 0.0% | 871 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 2,949 | 321 | 0.03% | 0.04% | 872 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Global View Capital Management LLC | History | Added to | 2,937 | 320 | 0.08% | 0.04% | 875 | +1,080 | 58.16% | Q1 2026 | May 04, 2026 |
| Performance Wealth Partners, LLC | History | No change | 2,942 | 320 | 0.01% | 0.01% | 874 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aries Wealth Management | History | No change | 2,930 | 319 | 0.07% | 0.08% | 876 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Reduced | 2,916 | 317 | 0.01% | 0.01% | 877 | -6 | -0.21% | Q1 2026 | May 12, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 2,906 | 316 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cypress Wealth Services, LLC | History | No change | 2,906 | 316 | 0.04% | 0.05% | 879 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 2,899 | 315 | 0.01% | 0.01% | 881 | +937 | 47.76% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 2,899 | 315 | 0.04% | 0.05% | 880 | -227 | -7.26% | Q1 2026 | Apr 17, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 2,616 | 314 | 0.01% | 0.01% | 882 | +75 | 2.95% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 2,878 | 313 | 0.0% | 0.0% | 884 | -78 | -2.64% | Q1 2026 | May 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 2,874 | 313 | 0.0% | 0.0% | 883 | +26 | 0.91% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,868 | 312 | 0.01% | 0.02% | 885 | -567 | -16.51% | Q1 2026 | May 15, 2026 |
| VCI Wealth Management LLC | History | Reduced | 2,862 | 311 | 0.09% | 0.18% | 889 | -2,609 | -47.69% | Q1 2026 | Apr 21, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 2,858 | 311 | 0.09% | 0.11% | 887 | -80 | -2.72% | Q1 2026 | Apr 20, 2026 |
| Leeward Financial Partners, LLC | History | No change | 2,858 | 311 | 0.09% | 0.1% | 886 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 2,862 | 311 | 0.25% | 0.29% | 888 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 2,838 | 309 | 0.05% | 0.05% | 890 | +144 | 5.35% | Q1 2026 | Apr 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 2,830 | 308 | 0.02% | 0.02% | 891 | -4 | -0.14% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,586 | 307 | 0.01% | 0.01% | 892 | +4 | 0.15% | Q1 2026 | May 04, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | New | 2,800 | 305 | 0.05% | — | 894 | +2,800 | New | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 2,618 | 305 | 0.02% | 0.02% | 893 | -20 | -0.76% | Q1 2026 | May 12, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 2,798 | 304 | 0.02% | 0.03% | 895 | -1,400 | -33.35% | Q1 2026 | May 12, 2026 |
| STAR Financial Bank | History | Reduced | 2,792 | 304 | 0.14% | 0.2% | 896 | -474 | -14.51% | Q1 2026 | May 08, 2026 |
| Latitude Advisors, LLC | History | Reduced | 2,774 | 302 | 0.14% | 0.15% | 899 | -176 | -5.97% | Q1 2026 | Apr 27, 2026 |
| River Wealth Advisors LLC | History | Reduced | 2,778 | 302 | 0.03% | 0.04% | 898 | -100 | -3.47% | Q1 2026 | May 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 2,655 | 302 | 0.13% | 0.14% | 900 | -40 | -1.48% | Q1 2026 | Apr 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2,774 | 302 | 0.12% | 0.14% | 897 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 2,770 | 301 | 0.09% | 0.12% | 903 | -611 | -18.07% | Q1 2026 | May 14, 2026 |
| SWMG, LLC | History | Reduced | 2,771 | 301 | 0.09% | 0.1% | 902 | -406 | -12.78% | Q1 2026 | Apr 24, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 2,592 | 301 | 0.02% | 0.02% | 901 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Truvestments Capital LLC | History | Added to | 2,739 | 298 | 0.05% | 0.06% | 904 | +4 | 0.15% | Q1 2026 | May 13, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 2,734 | 297 | 0.21% | 0.23% | 906 | -103 | -3.63% | Q1 2026 | Apr 21, 2026 |
| Horizon Wealth Management, LLC | History | No change | 2,730 | 297 | 0.04% | 0.05% | 905 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Inscription Capital, LLC | History | Added to | 2,724 | 296 | 0.03% | 0.03% | 907 | +2 | 0.07% | Q1 2026 | Apr 20, 2026 |
| SouthState Bank Corp | History | Added to | 2,701 | 294 | 0.01% | 0.01% | 908 | +449 | 19.94% | Q1 2026 | May 05, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,704 | 294 | 0.04% | 0.04% | 909 | +10 | 0.37% | Q1 2026 | May 15, 2026 |
| DF DENT & CO INC | History | No change | 2,674 | 291 | 0.01% | 0.0% | 910 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Reduced | 2,657 | 289 | 0.02% | 0.03% | 911 | -660 | -19.9% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Reduced | 2,642 | 288 | 0.04% | 0.05% | 912 | -278 | -9.52% | Q1 2026 | Apr 27, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 2,650 | 288 | 0.01% | 0.02% | 913 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| May Hill Capital, LLC | History | No change | 2,649 | 288 | 0.07% | 0.09% | 914 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 2,634 | 287 | 0.02% | 0.02% | 915 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 2,630 | 286 | 0.06% | 0.26% | 918 | -17,201 | -86.74% | Q1 2026 | Apr 22, 2026 |
| Ironwood Financial, llc | History | Reduced | 2,633 | 286 | 0.05% | 0.06% | 916 | -5 | -0.19% | Q1 2026 | Apr 16, 2026 |
| Broadleaf Partners, LLC | History | No change | 2,632 | 286 | 0.07% | 0.07% | 917 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vantage Financial Partners, LLC | History | No change | 2,399 | 286 | 0.06% | 0.06% | 919 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 2,620 | 285 | 0.0% | 0.01% | 920 | -513 | -16.37% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 2,620 | 285 | 0.01% | 0.01% | 921 | -350 | -11.78% | Q1 2026 | Apr 15, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 2,616 | 285 | 0.04% | 0.05% | 922 | -332 | -11.26% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 2,606 | 284 | 0.0% | 0.0% | 924 | -24 | -0.91% | Q1 2026 | May 06, 2026 |
| Private Wealth Partners, LLC | History | No change | 2,606 | 284 | 0.02% | 0.02% | 923 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,598 | 283 | 0.01% | 0.01% | 926 | -374 | -12.58% | Q1 2026 | May 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,600 | 283 | 0.14% | 0.16% | 925 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stillwater Wealth Management Group | History | No change | 2,600 | 283 | 0.17% | 0.21% | 927 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 2,589 | 282 | 0.0% | 0.01% | 929 | -5,255 | -66.99% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,591 | 282 | 0.01% | 0.01% | 928 | -30 | -1.14% | Q1 2026 | May 15, 2026 |
| One Day In July LLC | History | Added to | 2,565 | 279 | 0.02% | 0.02% | 932 | +263 | 11.42% | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2,562 | 279 | 0.02% | 0.02% | 930 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sierra Capital LLC | History | No change | 2,562 | 279 | 0.03% | 0.03% | 931 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 2,334 | 279 | 0.08% | 0.08% | 933 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Diligent Investors, LLC | History | No change | 2,554 | 278 | 0.07% | 0.07% | 934 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Midwest Financial Group LLC | History | Added to | 2,544 | 277 | 0.12% | 0.13% | 937 | +15 | 0.59% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,544 | 277 | 0.0% | 0.0% | 935 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 2,548 | 277 | 0.07% | 0.07% | 936 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Triton Financial Group Inc | History | New | 2,416 | 275 | 0.48% | — | 939 | +2,416 | New | Q1 2026 | May 15, 2026 |
| American State Bank (Iowa) | History | Reduced | 2,527 | 275 | 0.13% | 0.17% | 938 | -389 | -13.34% | Q1 2026 | Apr 14, 2026 |
| Element Wealth, LLC | History | No change | 2,504 | 272 | 0.11% | 0.12% | 940 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stanich Group LLC | History | No change | 2,490 | 271 | 0.21% | 0.22% | 941 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 2,484 | 270 | 0.06% | 0.07% | 942 | -78 | -3.04% | Q1 2026 | Apr 08, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 2,460 | 268 | 0.02% | 0.02% | 943 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 2,453 | 267 | 0.11% | 0.12% | 944 | -5 | -0.2% | Q1 2026 | Apr 22, 2026 |
| HORAN Wealth, LLC | History | No change | 2,240 | 267 | 0.03% | 0.04% | 945 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,439 | 265 | 0.02% | 0.02% | 946 | +189 | 8.4% | Q1 2026 | May 13, 2026 |
| WP Advisors, LLC | History | Added to | 2,440 | 265 | 0.07% | 0.07% | 947 | +2 | 0.08% | Q1 2026 | May 04, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 2,416 | 263 | 0.06% | 0.07% | 948 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HUB Investment Partners, LLC | History | New | 2,408 | 262 | 0.01% | — | 949 | +2,408 | New | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 2,398 | 261 | 0.03% | 0.04% | 950 | -708 | -22.79% | Q1 2026 | Apr 15, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 2,400 | 261 | 0.04% | 0.04% | 951 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 2,378 | 259 | 0.03% | 0.02% | 952 | +510 | 27.3% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Reduced | 2,382 | 259 | 0.0% | 0.01% | 953 | -243 | -9.26% | Q1 2026 | May 15, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,385 | 259 | 0.16% | 0.16% | 954 | -22 | -0.91% | Q1 2026 | May 01, 2026 |
| Voya Financial Advisors, Inc. | History | New | 2,442 | 258 | 0.03% | — | 956 | +2,442 | New | Q1 2026 | May 12, 2026 |
| Byrne Asset Management LLC | History | Reduced | 2,374 | 258 | 0.15% | 0.16% | 955 | -76 | -3.1% | Q1 2026 | Apr 02, 2026 |
| 1ST SOURCE BANK | History | New | 2,343 | 255 | 0.01% | — | 958 | +2,343 | New | Q1 2026 | May 04, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,348 | 255 | 0.0% | 0.0% | 957 | +424 | 22.04% | Q1 2026 | May 07, 2026 |
| NORDEN GROUP LLC | History | Reduced | 2,337 | 254 | 0.02% | 0.68% | 959 | -56,130 | -96.0% | Q1 2026 | Apr 15, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 2,336 | 254 | 0.09% | 0.1% | 960 | -76 | -3.15% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,323 | 253 | 0.0% | 0.0% | 963 | +90 | 4.03% | Q1 2026 | Apr 20, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 2,325 | 253 | 0.02% | 0.03% | 961 | -43 | -1.82% | Q1 2026 | Apr 23, 2026 |
| Texas Yale Capital Corp. | History | No change | 2,322 | 253 | 0.01% | 0.01% | 962 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kaizen Financial Strategies | History | Reduced | 2,145 | 252 | 0.11% | 0.15% | 965 | -797 | -27.09% | Q1 2026 | May 01, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 2,316 | 252 | 0.02% | 0.02% | 964 | +178 | 8.33% | Q1 2026 | May 05, 2026 |
| Two West Capital Advisors LLC | History | Added to | 2,163 | 252 | 0.13% | 0.14% | 966 | +88 | 4.24% | Q1 2026 | May 04, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 2,096 | 249 | 0.15% | 0.13% | 968 | +438 | 26.42% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 2,292 | 249 | 0.03% | 0.04% | 967 | -46 | -1.97% | Q1 2026 | Apr 23, 2026 |
| DRW Securities, LLC | History | Reduced | 2,278 | 248 | 0.0% | 0.03% | 969 | -6,788 | -74.87% | Q1 2026 | May 13, 2026 |
| MWA Asset Management | History | Reduced | 2,269 | 247 | 0.14% | 0.15% | 972 | -36 | -1.56% | Q1 2026 | May 13, 2026 |
| FULTON BANK, N.A. | History | No change | 2,270 | 247 | 0.01% | 0.01% | 970 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ballentine Partners, LLC | History | No change | 2,272 | 247 | 0.0% | 0.0% | 971 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | New | 2,258 | 246 | 0.01% | — | 974 | +2,258 | New | Q1 2026 | May 11, 2026 |
| Rare Wolf Capital LLC | History | No change | 2,264 | 246 | 0.16% | 0.17% | 973 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 2,240 | 244 | 0.02% | 0.02% | 975 | -330 | -12.84% | Q1 2026 | May 05, 2026 |
| Straight Path Wealth Management | History | Added to | 2,240 | 244 | 0.07% | 0.07% | 976 | +3 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 2,231 | 243 | 0.19% | 0.21% | 977 | +1 | 0.04% | Q1 2026 | May 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 2,219 | 241 | 0.02% | 0.02% | 978 | -35 | -1.55% | Q1 2026 | Apr 20, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 2,206 | 240 | 0.07% | 0.06% | 981 | +217 | 10.91% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,200 | 240 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,010 | 240 | 0.01% | 0.01% | 980 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,201 | 239 | 0.0% | 0.0% | 982 | -732 | -24.96% | Q1 2026 | May 13, 2026 |
| Americana Partners, LLC | History | Added to | 2,185 | 238 | 0.01% | 0.01% | 983 | +499 | 29.6% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 2,158 | 235 | 0.01% | 0.01% | 984 | -102 | -4.51% | Q1 2026 | May 07, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Reduced | 1,995 | 235 | 0.16% | 0.16% | 985 | -82 | -3.95% | Q1 2026 | Apr 24, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 2,154 | 234 | 0.03% | — | 989 | +2,154 | New | Q1 2026 | Apr 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,149 | 234 | 0.0% | — | 988 | +2,149 | New | Q1 2026 | Apr 27, 2026 |
| ELCO Management Co., LLC | History | Reduced | 2,150 | 234 | 0.11% | 0.24% | 986 | -1,000 | -31.75% | Q1 2026 | Apr 23, 2026 |
| Gryphon Financial Partners LLC | History | No change | 2,150 | 234 | 0.02% | 0.03% | 987 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Briggs Wealth Management, Inc | History | No change | 2,140 | 233 | 0.25% | 0.27% | 990 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 2,131 | 232 | 0.01% | 0.09% | 992 | -22,192 | -91.24% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,130 | 232 | 0.01% | 0.01% | 991 | -7 | -0.33% | Q1 2026 | Apr 23, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 2,124 | 231 | 0.01% | 0.01% | 993 | +2 | 0.09% | Q1 2026 | Apr 09, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 2,123 | 231 | 0.08% | 0.09% | 994 | +2 | 0.09% | Q1 2026 | Apr 09, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,119 | 230 | 0.0% | 0.0% | 996 | -2,113 | -49.93% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,113 | 230 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 2,110 | 229 | 0.05% | 0.08% | 998 | -433 | -17.03% | Q1 2026 | May 07, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 2,106 | 229 | 0.02% | 0.03% | 997 | -230 | -9.85% | Q1 2026 | May 08, 2026 |
| Roan Capital Partners | History | New | 2,087 | 227 | 0.21% | — | 1001 | +2,087 | New | Q1 2026 | Apr 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 2,090 | 227 | 0.03% | 0.03% | 999 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,090 | 227 | 0.02% | 0.03% | 1000 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Waldron Private Wealth LLC | History | No change | 2,054 | 223 | 0.01% | 0.01% | 1002 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,106 | 222 | 0.01% | 0.0% | 1004 | +1,046 | 98.68% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 2,044 | 222 | 0.03% | 0.04% | 1003 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Innova Wealth Partners | History | Reduced | 2,034 | 221 | 0.1% | 2.14% | 1006 | -33,524 | -94.28% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | Added to | 2,035 | 221 | 0.04% | 0.04% | 1005 | +9 | 0.44% | Q1 2026 | May 05, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 2,027 | 220 | 0.13% | — | 1008 | +2,027 | New | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Reduced | 2,020 | 220 | 0.01% | 0.01% | 1007 | -716 | -26.17% | Q1 2026 | May 15, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 2,018 | 219 | 0.1% | 0.11% | 1009 | -10 | -0.49% | Q1 2026 | May 15, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 2,005 | 219 | 0.0% | 0.01% | 1010 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Employees Retirement System of Texas | History | Reduced | 2,000 | 218 | 0.0% | 0.09% | 1011 | -94,400 | -97.93% | Q1 2026 | May 13, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 2,009 | 218 | 0.04% | 0.06% | 1013 | -1,085 | -35.07% | Q1 2026 | Apr 17, 2026 |
| Severin Investments, LLC | History | Reduced | 2,001 | 218 | 0.19% | 0.26% | 1012 | -444 | -18.16% | Q1 2026 | Apr 24, 2026 |
| Breakwater Capital Group | History | New | 1,996 | 217 | 0.03% | — | 1016 | +1,996 | New | Q1 2026 | Apr 20, 2026 |
| Obermeyer Wealth Partners | History | No change | 2,000 | 217 | 0.01% | 0.01% | 1014 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Manchester Capital Management LLC | History | No change | 2,000 | 217 | 0.03% | 0.03% | 1015 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 1,984 | 216 | 0.04% | 0.05% | 1019 | +23 | 1.17% | Q1 2026 | May 14, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 1,828 | 216 | 0.08% | 0.08% | 1018 | +22 | 1.22% | Q1 2026 | May 11, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Added to | 1,989 | 216 | 0.01% | 0.01% | 1017 | +20 | 1.02% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,816 | 216 | 0.06% | 0.06% | 1020 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 1,976 | 215 | 0.03% | 0.05% | 1022 | -269 | -11.98% | Q1 2026 | Apr 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 1,981 | 215 | 0.03% | 0.03% | 1021 | +1 | 0.05% | Q1 2026 | May 05, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 1,980 | 215 | 0.11% | 0.13% | 1023 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 1,971 | 214 | 0.01% | 0.01% | 1024 | -5 | -0.25% | Q1 2026 | Apr 15, 2026 |
| Avalon Trust Co | History | Added to | 1,960 | 213 | 0.01% | 0.01% | 1026 | +770 | 64.71% | Q1 2026 | May 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 1,958 | 213 | 0.02% | 0.02% | 1027 | +208 | 11.89% | Q1 2026 | Apr 27, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 1,956 | 213 | 0.06% | 0.07% | 1025 | +164 | 9.15% | Q1 2026 | Apr 09, 2026 |
| Alteri Wealth LLC | History | Reduced | 1,959 | 213 | 0.07% | 0.08% | 1028 | -118 | -5.68% | Q1 2026 | May 06, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 1,954 | 212 | 0.07% | 2.23% | 1029 | -56,263 | -96.64% | Q1 2026 | Apr 22, 2026 |
| SummitTX Capital, L.P. | History | New | 1,945 | 211 | 0.01% | — | 1033 | +1,945 | New | Q1 2026 | May 15, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 1,942 | 211 | 0.1% | 0.11% | 1030 | -36 | -1.82% | Q1 2026 | Apr 20, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 1,942 | 211 | 0.02% | 0.02% | 1031 | -10 | -0.51% | Q1 2026 | May 08, 2026 |
| Vigilare Wealth Management | History | No change | 1,939 | 211 | 0.07% | 0.08% | 1032 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 1,926 | 209 | 0.06% | 0.05% | 1034 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthTrust Asset Management, LLC | History | New | 1,910 | 208 | 0.12% | — | 1037 | +1,910 | New | Q1 2026 | May 06, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,913 | 208 | 0.08% | 0.08% | 1035 | +235 | 14.0% | Q1 2026 | May 01, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 1,910 | 208 | 0.03% | 0.04% | 1036 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tranquility Partners, LLC | History | No change | 1,900 | 207 | 0.08% | 0.08% | 1038 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gradient Investments LLC | History | Reduced | 1,894 | 206 | 0.0% | 0.0% | 1039 | -653 | -25.64% | Q1 2026 | Apr 13, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,891 | 206 | 0.04% | 0.05% | 1040 | -326 | -14.7% | Q1 2026 | Apr 14, 2026 |
| Ipsen Advisor Group LLC | History | No change | 1,733 | 206 | 0.15% | 0.15% | 1041 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 1,888 | 205 | 0.27% | — | 1042 | +1,888 | New | Q1 2026 | Apr 22, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,893 | 204 | 0.04% | 0.05% | 1044 | +2 | 0.11% | Q1 2026 | Apr 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,864 | 204 | 0.06% | 0.07% | 1043 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Concentrum Wealth Management | History | New | 1,870 | 203 | 0.06% | — | 1046 | +1,870 | New | Q1 2026 | May 04, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,871 | 203 | 0.03% | 0.03% | 1045 | -118 | -5.93% | Q1 2026 | Apr 30, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | New | 1,848 | 201 | 0.18% | — | 1049 | +1,848 | New | Q1 2026 | May 15, 2026 |
| Axim Planning & Wealth | History | Added to | 1,853 | 201 | 0.24% | 0.23% | 1048 | +49 | 2.72% | Q1 2026 | May 14, 2026 |
| Avestar Capital, LLC | History | Added to | 1,848 | 201 | 0.01% | 0.01% | 1047 | +2 | 0.11% | Q1 2026 | May 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 1,844 | 200 | 0.02% | 0.02% | 1050 | -104 | -5.34% | Q1 2026 | May 04, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 1,840 | 200 | 0.07% | 0.08% | 1051 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,811 | 197 | 0.01% | 0.01% | 1053 | +33 | 1.86% | Q1 2026 | Apr 06, 2026 |
| Crewe Advisors LLC | History | No change | 1,814 | 197 | 0.02% | 0.02% | 1052 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,804 | 196 | 0.0% | 0.0% | 1054 | -19,609 | -91.58% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Added to | 1,800 | 196 | 0.04% | 0.05% | 1055 | +1 | 0.06% | Q1 2026 | May 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,778 | 193 | 0.01% | 0.01% | 1056 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,778 | 193 | 0.01% | 0.01% | 1057 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,766 | 192 | 0.01% | 0.01% | 1058 | -12 | -0.67% | Q1 2026 | Apr 27, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,566 | 187 | 0.05% | 0.05% | 1059 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | Reduced | 1,708 | 186 | 0.02% | 0.02% | 1060 | -94 | -5.22% | Q1 2026 | Apr 22, 2026 |
| Solstein Capital, LLC | History | Reduced | 1,706 | 185 | 0.08% | 0.08% | 1061 | -16 | -0.93% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 1,670 | 183 | 0.01% | 0.01% | 1063 | -2,337 | -58.32% | Q1 2026 | May 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 1,687 | 183 | 0.01% | 0.01% | 1062 | +85 | 5.31% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,679 | 182 | 0.0% | 0.0% | 1064 | -345 | -17.05% | Q1 2026 | May 06, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 1,628 | 177 | 0.01% | 0.01% | 1065 | -230 | -12.38% | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,772 | 176 | 0.06% | 0.04% | 1066 | +642 | 56.81% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,605 | 175 | 0.01% | 0.01% | 1067 | +96 | 6.36% | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,578 | 173 | 0.0% | 0.0% | 1068 | +134 | 9.28% | Q1 2026 | May 12, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,487 | 162 | 0.04% | 0.04% | 1069 | +21 | 1.43% | Q1 2026 | May 07, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 1,481 | 161 | 0.03% | 0.03% | 1070 | +103 | 7.47% | Q1 2026 | Apr 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 1,468 | 159 | 0.16% | 0.17% | 1071 | +63 | 4.48% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,394 | 151 | 0.01% | 0.01% | 1072 | -330 | -19.14% | Q1 2026 | Apr 24, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,380 | 150 | 0.01% | 0.01% | 1073 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | Added to | 1,335 | 146 | 0.03% | 0.01% | 1074 | +1,059 | 383.7% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Added to | 1,328 | 144 | 0.03% | 0.03% | 1075 | +12 | 0.91% | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,318 | 143 | 0.0% | 0.0% | 1076 | -46 | -3.37% | Q1 2026 | May 11, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 1,286 | 140 | 0.13% | 0.2% | 1077 | -534 | -29.34% | Q1 2026 | Apr 22, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,280 | 139 | 0.01% | 0.0% | 1078 | +776 | 153.97% | Q1 2026 | Apr 23, 2026 |
| DAGCO, INC. | History | No change | 1,280 | 139 | 0.03% | 0.04% | 1079 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 1,273 | 138 | 0.04% | 0.05% | 1080 | +8 | 0.63% | Q1 2026 | Apr 10, 2026 |
| Davis Capital Management | History | No change | 1,230 | 134 | 0.09% | 0.1% | 1081 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 1,220 | 132 | 0.08% | 0.09% | 1082 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,160 | 126 | 0.02% | 0.02% | 1083 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,150 | 125 | 0.08% | 0.09% | 1084 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,144 | 124 | 0.01% | 0.01% | 1086 | +2 | 0.18% | Q1 2026 | Apr 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,044 | 124 | 0.04% | 0.04% | 1085 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,122 | 122 | 0.0% | 0.01% | 1087 | -1,034 | -47.96% | Q1 2026 | Apr 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,122 | 122 | 0.06% | 0.07% | 1088 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,113 | 121 | 0.01% | — | 1090 | +1,113 | New | Q1 2026 | Apr 29, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,108 | 121 | 0.02% | 0.02% | 1089 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 1,100 | 119 | 0.08% | 0.09% | 1091 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NVWM, LLC | History | Reduced | 1,080 | 117 | 0.03% | 0.03% | 1092 | -91 | -7.77% | Q1 2026 | Apr 27, 2026 |
| Finley Financial, LLC | History | No change | 1,040 | 113 | 0.05% | 0.06% | 1093 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 1,060 | 111 | 0.0% | 0.01% | 1094 | -120 | -10.17% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | No change | 1,004 | 109 | 0.0% | 0.0% | 1095 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 998 | 108 | 0.0% | 0.0% | 1096 | -64 | -6.03% | Q1 2026 | Apr 23, 2026 |
| United Community Bank | History | Reduced | 980 | 106 | 0.04% | 0.05% | 1098 | -84 | -7.89% | Q1 2026 | Apr 24, 2026 |
| Anchor Investment Management, LLC | History | Added to | 978 | 106 | 0.01% | 0.01% | 1097 | +9 | 0.93% | Q1 2026 | May 01, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 967 | 105 | 0.01% | 0.01% | 1099 | -41 | -4.07% | Q1 2026 | Apr 17, 2026 |
| Strategic Investment Advisors / MI | History | New | 949 | 103 | 0.01% | — | 1100 | +949 | New | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 935 | 101 | 0.01% | 0.02% | 1101 | -1,068 | -53.32% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Added to | 932 | 101 | 0.0% | 0.0% | 1103 | +732 | 366.0% | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | Reduced | 929 | 101 | 0.01% | 0.02% | 1102 | -248 | -21.07% | Q1 2026 | May 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 926 | 100 | 0.02% | 0.02% | 1104 | +284 | 44.24% | Q1 2026 | May 15, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 905 | 98 | 0.03% | — | 1107 | +905 | New | Q1 2026 | May 13, 2026 |
| Morse Asset Management, Inc | History | Reduced | 905 | 98 | 0.02% | 0.03% | 1105 | -255 | -21.98% | Q1 2026 | May 14, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 902 | 98 | 0.0% | 0.0% | 1106 | -5 | -0.55% | Q1 2026 | Apr 20, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 872 | 95 | 0.01% | 0.01% | 1108 | +372 | 74.4% | Q1 2026 | May 21, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 869 | 95 | 0.0% | 0.01% | 1109 | -156 | -15.22% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 864 | 94 | 0.01% | 0.01% | 1110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 870 | 94 | 0.01% | 0.01% | 1111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | Added to | 855 | 93 | 0.02% | 0.01% | 1112 | +254 | 42.26% | Q1 2026 | May 01, 2026 |
| Paladin Advisory Group, LLC | History | No change | 862 | 93 | 0.07% | 0.07% | 1113 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clear Street Group Inc. | History | Reduced | 842 | 91 | 0.0% | 0.0% | 1114 | -2,240 | -72.68% | Q1 2026 | May 15, 2026 |
| UNION SAVINGS BANK | History | No change | 782 | 85 | 0.04% | 0.04% | 1115 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vanguard National Trust Co | History | New | 774 | 84 | 0.01% | — | 1116 | +774 | New | Q1 2026 | May 08, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 754 | 82 | 0.01% | 0.01% | 1117 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 742 | 80 | 0.01% | 0.0% | 1118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 738 | 80 | 0.03% | 0.03% | 1119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 732 | 79 | 0.03% | 0.03% | 1120 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 708 | 77 | 0.03% | 0.08% | 1122 | -1,009 | -58.77% | Q1 2026 | Apr 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 712 | 77 | 0.02% | 0.02% | 1121 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pacific Center for Financial Services | History | Added to | 704 | 76 | 0.02% | 0.02% | 1124 | +312 | 79.59% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 701 | 76 | 0.01% | 0.01% | 1123 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 690 | 75 | 0.0% | 0.0% | 1125 | +268 | 63.51% | Q1 2026 | Apr 29, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 692 | 75 | 0.02% | 0.02% | 1126 | -104 | -13.07% | Q1 2026 | Apr 03, 2026 |
| Grove Bank & Trust | History | No change | 686 | 74 | 0.01% | 0.01% | 1127 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Clayton Financial Group LLC | History | Added to | 675 | 73 | 0.04% | 0.04% | 1128 | +75 | 12.5% | Q1 2026 | Apr 13, 2026 |
| GoalVest Advisory LLC | History | Reduced | 668 | 72 | 0.01% | 0.02% | 1129 | -330 | -33.07% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Added to | 660 | 71 | 0.01% | 0.01% | 1130 | +78 | 13.4% | Q1 2026 | May 08, 2026 |
| Roble, Belko & Company, Inc | History | No change | 646 | 70 | 0.01% | 0.01% | 1131 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 644 | 70 | 0.04% | 0.05% | 1132 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 634 | 69 | 0.0% | — | 1133 | +634 | New | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 618 | 67 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Align Financial, LLC | History | Reduced | 610 | 66 | 0.04% | 0.1% | 1135 | -173,251 | -99.65% | Q1 2026 | May 08, 2026 |
| Wellington Grp LLC | History | Reduced | 612 | 66 | 0.02% | 0.03% | 1136 | -206 | -25.18% | Q1 2026 | May 22, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 600 | 65 | 0.0% | 0.0% | 1137 | -20 | -3.23% | Q1 2026 | May 01, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 600 | 65 | 0.0% | 0.0% | 1138 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 600 | 65 | 0.0% | 0.0% | 1139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 599 | 64 | 0.0% | — | 1141 | +599 | New | Q1 2026 | May 12, 2026 |
| Missouri Trust & Investment Co | History | No change | 592 | 64 | 0.02% | 0.02% | 1140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | New | 586 | 63 | 0.01% | — | 1143 | +586 | New | Q1 2026 | May 05, 2026 |
| West Branch Capital LLC | History | Reduced | 583 | 63 | 0.02% | 0.02% | 1142 | -165 | -22.06% | Q1 2026 | Apr 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 550 | 60 | 0.02% | 0.03% | 1145 | -135 | -19.71% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 513 | 60 | 0.01% | 0.01% | 1144 | -23 | -4.29% | Q1 2026 | May 06, 2026 |
| Synergy Investment Management, LLC | History | New | 542 | 59 | 0.02% | — | 1146 | +542 | New | Q1 2026 | May 14, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 534 | 58 | 0.01% | 0.02% | 1147 | -488 | -47.75% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Added to | 527 | 57 | 0.01% | 0.01% | 1148 | +35 | 7.11% | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | No change | 532 | 57 | 0.02% | 0.03% | 1149 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 528 | 57 | 0.05% | 0.05% | 1150 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 526 | 57 | 0.03% | 0.04% | 1151 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 514 | 56 | 0.0% | 0.0% | 1152 | +150 | 41.21% | Q1 2026 | Apr 07, 2026 |
| First Command Advisory Services, Inc. | History | No change | 522 | 56 | 0.0% | 0.0% | 1153 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Copia Wealth Management | History | Reduced | 513 | 55 | 0.04% | 0.09% | 1154 | -532 | -50.91% | Q1 2026 | May 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 508 | 55 | 0.0% | — | 1155 | +508 | New | Q1 2026 | Apr 29, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 500 | 54 | 0.02% | 0.02% | 1156 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 442 | 53 | 0.01% | 0.01% | 1157 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 488 | 53 | 0.03% | 0.03% | 1158 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 476 | 51 | 0.01% | 0.02% | 1159 | -2 | -0.42% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 461 | 50 | 0.01% | 0.03% | 1162 | -1,492 | -76.4% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 461 | 50 | 0.0% | — | 1163 | +461 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 460 | 50 | 0.01% | — | 1164 | +460 | New | Q1 2026 | May 08, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 460 | 50 | 0.04% | 0.03% | 1160 | +98 | 27.07% | Q1 2026 | Apr 16, 2026 |
| Armor Investment Advisors, LLC | History | No change | 466 | 50 | 0.02% | 0.02% | 1161 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Reduced | 453 | 49 | 0.01% | 0.02% | 1166 | -201 | -30.73% | Q1 2026 | May 06, 2026 |
| Perkins Coie Trust Co | History | No change | 452 | 49 | 0.01% | 0.01% | 1165 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 443 | 48 | 0.02% | — | 1167 | +439 | 10975.0% | Q1 2026 | May 06, 2026 |
| BankChampaign, National Association | History | Added to | 446 | 48 | 0.05% | 0.04% | 1170 | +221 | 98.22% | Q1 2026 | May 21, 2026 |
| Collier Financial | History | Added to | 443 | 48 | 0.04% | 0.04% | 1169 | +1 | 0.23% | Q1 2026 | May 11, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 448 | 48 | 0.0% | 0.0% | 1168 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 396 | 47 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | Added to | 428 | 46 | 0.01% | 0.01% | 1174 | +1 | 0.23% | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 430 | 46 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 424 | 46 | 0.0% | 0.01% | 1173 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 425 | 46 | 0.02% | 0.02% | 1175 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Balentine LLC | History | No change | 416 | 45 | 0.0% | 0.0% | 1176 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RMG Wealth Management LLC | History | No change | 384 | 45 | 0.01% | 0.01% | 1177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Added to | 412 | 44 | 0.01% | 0.01% | 1179 | +8 | 1.98% | Q1 2026 | Apr 03, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 408 | 44 | 0.01% | 0.01% | 1178 | +1 | 0.25% | Q1 2026 | Apr 24, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 400 | 43 | 0.01% | 0.01% | 1180 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Counsel, Inc | History | No change | 400 | 43 | 0.01% | 0.01% | 1181 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Provident Wealth Management, LLC | History | No change | 396 | 43 | 0.01% | 0.01% | 1182 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 384 | 41 | 0.0% | — | 1185 | +384 | New | Q1 2026 | Apr 14, 2026 |
| Arlington Trust Co LLC | History | Reduced | 378 | 41 | 0.0% | 0.01% | 1184 | -300 | -44.25% | Q1 2026 | Apr 08, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 286 | 41 | 0.01% | 0.01% | 1183 | +97 | 51.32% | Q1 2026 | Apr 20, 2026 |
| Register Financial Advisors LLC | History | No change | 374 | 40 | 0.01% | 0.02% | 1186 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fairscale Capital, LLC | History | No change | 376 | 40 | 0.03% | 0.03% | 1187 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 370 | 40 | 0.03% | 0.04% | 1188 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | New | 350 | 38 | 0.01% | — | 1190 | +350 | New | Q1 2026 | Apr 23, 2026 |
| Gold Investment Management Ltd. | History | No change | 350 | 38 | 0.01% | 0.01% | 1189 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Windsor Advisory Group, LLC | History | New | 344 | 37 | 0.03% | — | 1192 | +344 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 342 | 37 | 0.0% | 0.0% | 1191 | +294 | 612.5% | Q1 2026 | Apr 14, 2026 |
| True Wealth Design, LLC | History | New | 332 | 36 | 0.01% | — | 1194 | +332 | New | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 330 | 36 | 0.0% | 0.0% | 1193 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Operose Advisors LLC | History | Reduced | 322 | 35 | 0.01% | 0.01% | 1197 | -54 | -14.36% | Q1 2026 | May 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 330 | 35 | 0.0% | 0.0% | 1195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 320 | 35 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 330 | 35 | 0.0% | 0.0% | 1198 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 316 | 34 | 0.05% | 0.05% | 1199 | +1 | 0.32% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 310 | 33 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Horrell Capital Management, Inc. | History | No change | 294 | 32 | 0.01% | 0.02% | 1201 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 286 | 31 | 0.01% | 0.01% | 1202 | +104 | 57.14% | Q1 2026 | May 05, 2026 |
| Colonial Trust Advisors | History | Reduced | 280 | 30 | 0.0% | 0.0% | 1204 | -60 | -17.65% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 265 | 30 | 0.04% | 0.07% | 1207 | -50 | -15.87% | Q1 2026 | Apr 29, 2026 |
| Roxbury Financial LLC | History | Added to | 277 | 30 | 0.03% | 0.03% | 1206 | +1 | 0.36% | Q1 2026 | Apr 17, 2026 |
| Hanson & Doremus Investment Management | History | No change | 272 | 30 | 0.0% | 0.0% | 1203 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 276 | 30 | 0.02% | 0.01% | 1205 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 274 | 29 | 0.01% | 0.01% | 1208 | -6 | -2.14% | Q1 2026 | Apr 03, 2026 |
| Kilter Group LLC | History | No change | 270 | 29 | 0.01% | 0.01% | 1209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 262 | 28 | 0.0% | 0.0% | 1210 | -3,317 | -92.68% | Q1 2026 | May 14, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 260 | 28 | 0.01% | 0.14% | 1212 | -2,650 | -91.07% | Q1 2026 | Apr 23, 2026 |
| Seal Cove Capital, LLC | History | Added to | 263 | 28 | 0.02% | 0.03% | 1213 | +20 | 8.23% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 263 | 28 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 250 | 27 | 0.01% | 0.01% | 1214 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Added to | 246 | 26 | 0.0% | 0.0% | 1215 | +34 | 16.04% | Q1 2026 | May 01, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 246 | 26 | 0.0% | 0.0% | 1216 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Perspectives, Inc | History | No change | 240 | 26 | 0.01% | 0.01% | 1217 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MASECO LLP | History | Reduced | 226 | 24 | 0.0% | 0.0% | 1219 | -74 | -24.67% | Q1 2026 | Apr 21, 2026 |
| Costello Asset Management, INC | History | Added to | 228 | 24 | 0.01% | 0.01% | 1218 | +1 | 0.44% | Q1 2026 | Apr 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 217 | 23 | 0.01% | 0.01% | 1221 | +44 | 25.43% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | No change | 218 | 23 | 0.0% | 0.0% | 1220 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 204 | 22 | 0.01% | — | 1225 | +204 | New | Q1 2026 | Apr 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 204 | 22 | 0.0% | 0.0% | 1223 | +6 | 3.03% | Q1 2026 | May 08, 2026 |
| STEPH & CO | History | No change | 208 | 22 | 0.01% | 0.01% | 1222 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 202 | 22 | 0.0% | 0.01% | 1224 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 200 | 21 | 0.02% | 0.17% | 1228 | -1,355 | -87.14% | Q1 2026 | Apr 08, 2026 |
| Community Financial Services Group, LLC | History | New | 200 | 21 | 0.0% | — | 1229 | +200 | New | Q1 2026 | Apr 08, 2026 |
| Tower View Wealth Management LLC | History | Added to | 196 | 21 | 0.01% | 0.01% | 1227 | +1 | 0.51% | Q1 2026 | Apr 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 200 | 21 | 0.0% | 0.0% | 1226 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 178 | 19 | 0.0% | 0.0% | 1230 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 181 | 19 | 0.01% | 0.01% | 1231 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Financial Connections Group, Inc. | History | No change | 180 | 19 | 0.01% | 0.01% | 1232 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 180 | 19 | 0.01% | 0.01% | 1233 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ankerstar Wealth, LLC | History | No change | 182 | 19 | 0.02% | 0.02% | 1234 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 172 | 19 | 0.01% | 0.01% | 1235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 168 | 18 | 0.0% | 0.0% | 1236 | +148 | 740.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 166 | 18 | 0.0% | 0.01% | 1237 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 168 | 18 | 0.02% | 0.02% | 1238 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 162 | 17 | 0.01% | 0.02% | 1241 | -228 | -58.46% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 156 | 17 | 0.01% | 0.0% | 1240 | +68 | 77.27% | Q1 2026 | May 07, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 160 | 17 | 0.01% | 0.01% | 1239 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 156 | 17 | 0.01% | 0.01% | 1242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 148 | 16 | 0.0% | 0.0% | 1243 | -6 | -3.9% | Q1 2026 | Apr 14, 2026 |
| Rialto Wealth Management, LLC | History | New | 146 | 15 | 0.0% | — | 1247 | +146 | New | Q1 2026 | May 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 140 | 15 | 0.01% | 0.01% | 1244 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 126 | 15 | 0.0% | 0.0% | 1245 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 144 | 15 | 0.0% | 0.0% | 1246 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| High Note Wealth, LLC | History | New | 136 | 14 | 0.0% | — | 1250 | +136 | New | Q1 2026 | May 11, 2026 |
| Piscataqua Savings Bank | History | No change | 130 | 14 | 0.01% | 0.01% | 1248 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 134 | 14 | 0.01% | 0.01% | 1249 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 126 | 13 | 0.0% | 0.01% | 1253 | -236 | -65.19% | Q1 2026 | May 06, 2026 |
| First PREMIER Bank | History | No change | 122 | 13 | 0.0% | 0.0% | 1251 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 120 | 13 | 0.01% | 0.01% | 1252 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 118 | 12 | 0.0% | 0.0% | 1254 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 111 | 12 | 0.0% | 0.0% | 1255 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Winch Advisory Services, LLC | History | No change | 111 | 12 | 0.0% | 0.0% | 1256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CNB Bank | History | No change | 118 | 12 | 0.01% | 0.01% | 1257 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 106 | 11 | 0.0% | 0.01% | 1260 | -174 | -62.14% | Q1 2026 | May 14, 2026 |
| VISION FINANCIAL MARKETS LLC | History | New | 110 | 11 | 0.01% | — | 1263 | +110 | New | Q1 2026 | Apr 24, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 80 | 11 | 0.02% | — | 1264 | +80 | New | Q1 2026 | May 11, 2026 |
| Friedenthal Financial | History | Reduced | 101 | 11 | 0.01% | 0.01% | 1258 | -5 | -4.72% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 110 | 11 | 0.0% | 0.0% | 1259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 110 | 11 | 0.03% | 0.04% | 1261 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 102 | 11 | 0.0% | 0.0% | 1262 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HM PAYSON & CO | History | Reduced | 92 | 10 | 0.0% | 0.0% | 1265 | -392 | -80.99% | Q1 2026 | Apr 13, 2026 |
| New Millennium Group LLC | History | No change | 87 | 10 | 0.0% | 0.0% | 1266 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | No change | 98 | 10 | 0.0% | 0.0% | 1267 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Advocate Investing Services LLC | History | No change | 100 | 10 | 0.01% | 0.01% | 1268 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vision Retirement, LLC | History | New | 84 | 9 | 0.0% | — | 1269 | +84 | New | Q1 2026 | May 07, 2026 |
| Nova Wealth Management, Inc. | History | New | 74 | 8 | 0.01% | — | 1276 | +74 | New | Q1 2026 | Apr 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 80 | 8 | 0.0% | 0.0% | 1271 | +56 | 233.33% | Q1 2026 | May 05, 2026 |
| Pioneer Family Office, LLC | History | Added to | 79 | 8 | 0.01% | 0.01% | 1275 | +1 | 1.28% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | No change | 78 | 8 | 0.0% | 0.0% | 1270 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 76 | 8 | 0.01% | 0.01% | 1272 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 78 | 8 | 0.01% | 0.01% | 1273 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NorthAvenue LLC | History | No change | 80 | 8 | 0.01% | 0.01% | 1274 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 70 | 7 | 0.0% | 0.0% | 1277 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 1278 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 66 | 7 | 0.0% | 0.0% | 1279 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 58 | 6 | 0.0% | 0.0% | 1280 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 56 | 6 | 0.0% | 0.0% | 1281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | No change | 62 | 6 | 0.0% | 0.0% | 1282 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Concord Investment Counsel Inc. | History | No change | 58 | 6 | 0.0% | 0.0% | 1283 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 62 | 6 | 0.0% | 0.0% | 1284 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 52 | 5 | 0.0% | 0.02% | 1290 | -199 | -79.28% | Q1 2026 | Apr 08, 2026 |
| Stone House Investment Management, LLC | History | New | 46 | 5 | 0.0% | — | 1291 | +46 | New | Q1 2026 | Apr 22, 2026 |
| BankPlus Trust Department | History | Reduced | 46 | 5 | 0.0% | 0.0% | 1289 | -38 | -45.24% | Q1 2026 | May 11, 2026 |
| Eukles Asset Management | History | No change | 54 | 5 | 0.0% | 0.0% | 1285 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 54 | 5 | 0.0% | 0.01% | 1286 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Team Financial Group, LLC | History | No change | 48 | 5 | 0.0% | 0.0% | 1287 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 1288 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 44 | 4 | 0.0% | — | 1294 | +44 | New | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | New | 41 | 4 | 0.0% | — | 1293 | +41 | New | Q1 2026 | Apr 15, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 40 | 4 | 0.0% | 0.0% | 1292 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hickory Point Bank & Trust | History | New | 30 | 3 | 0.0% | — | 1297 | +30 | New | Q1 2026 | Apr 03, 2026 |
| ATWOOD & PALMER INC | History | No change | 28 | 3 | 0.0% | 0.0% | 1295 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Addison Advisors LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 1296 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Family Manage LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 1298 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Weaver Capital Management LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 1299 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 1300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Longview Financial Advisors LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 1301 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 14 | 1 | 0.0% | 0.0% | 1308 | -584 | -97.66% | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 10 | 1 | 0.0% | 0.0% | 1305 | -30 | -75.0% | Q1 2026 | May 01, 2026 |
| SWAN Capital LLC | History | New | 18 | 1 | 0.0% | — | 1309 | +18 | New | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 16 | 1 | 0.0% | — | 1310 | +16 | New | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 8 | 1 | 0.0% | 0.0% | 1304 | -8 | -50.0% | Q1 2026 | May 05, 2026 |
| Silicon Valley Capital Partners | History | No change | 18 | 1 | 0.0% | 0.0% | 1302 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10 | 1 | 0.0% | 0.0% | 1303 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 12 | 1 | 0.0% | 0.0% | 1306 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1307 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.38% | — | -1,920,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -1,512,057 | -100.0% | Q1 2026 | Apr 22, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -362,864 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.3% | — | -248,060 | -100.0% | Q1 2026 | May 15, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Closed out | 0 | 0 | — | 4.25% | — | -146,272 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Meiji Yasuda Life Insurance Co | History | Closed out | 0 | 0 | — | 0.44% | — | -127,367 | -100.0% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -118,310 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -101,440 | -100.0% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -97,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 1.56% | — | -80,831 | -100.0% | Q1 2026 | May 05, 2026 |
| Maven Securities LTD | History | Closed out | 0 | 0 | — | 0.18% | — | -69,893 | -100.0% | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -65,742 | -100.0% | Q1 2026 | May 07, 2026 |
| Financial Enhancement Group LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -58,826 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -54,208 | -100.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -49,590 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -41,673 | -100.0% | Q1 2026 | May 01, 2026 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 5.98% | — | -40,636 | -100.0% | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -40,021 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -38,187 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -36,818 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.73% | — | -35,693 | -100.0% | Q1 2026 | May 12, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.77% | — | -35,041 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Partners, Ltd. | History | Closed out | 0 | 0 | — | 1.75% | — | -33,806 | -100.0% | Q1 2026 | May 01, 2026 |
| West Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -32,508 | -100.0% | Q1 2026 | Apr 08, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -30,895 | -100.0% | Q1 2026 | May 12, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,207 | -100.0% | Q1 2026 | May 11, 2026 |
| Park Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -27,284 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -26,990 | -100.0% | Q1 2026 | May 13, 2026 |
| Graetz Wealth LLC | History | Closed out | 0 | 0 | — | 2.4% | — | -22,115 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,202 | -100.0% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -20,889 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cavalier Investments, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -18,613 | -100.0% | Q1 2026 | May 15, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -16,167 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Rothschild Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -15,769 | -100.0% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -15,471 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,312 | -100.0% | Q1 2026 | May 05, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,048 | -100.0% | Q1 2026 | May 13, 2026 |
| Elk River Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -14,380 | -100.0% | Q1 2026 | Apr 17, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.16% | — | -11,908 | -100.0% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.11% | — | -11,168 | -100.0% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Biondo Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,428 | -100.0% | Q1 2026 | May 14, 2026 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.26% | — | -8,174 | -100.0% | Q1 2026 | May 12, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.91% | — | -8,099 | -100.0% | Q1 2026 | Apr 08, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -7,962 | -100.0% | Q1 2026 | May 12, 2026 |
| Counterweight Ventures, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -7,713 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GenTrust, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,707 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Generation Capital Management LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -7,330 | -100.0% | Q1 2026 | May 08, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -6,465 | -100.0% | Q1 2026 | May 05, 2026 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,306 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1 | 0 | — | 0.27% | — | -6,248 | -99.98% | Q1 2026 | Apr 28, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,775 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Lunt Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -5,565 | -100.0% | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,482 | -100.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -5,443 | -100.0% | Q1 2026 | May 14, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,195 | -100.0% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -4,790 | -100.0% | Q1 2026 | Apr 07, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -4,462 | -100.0% | Q1 2026 | May 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,152 | -100.0% | Q1 2026 | May 08, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,074 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Arcus Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,000 | -100.0% | Q1 2026 | May 06, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,991 | -100.0% | Q1 2026 | Apr 24, 2026 |
| YHB Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,922 | -100.0% | Q1 2026 | Apr 10, 2026 |
| L & S Advisors Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -3,836 | -100.0% | Q1 2026 | May 11, 2026 |
| Mizuho Markets Cayman LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,752 | -100.0% | Q1 2026 | May 13, 2026 |
| Total Wealth Planning & Management, Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -3,704 | -100.0% | Q1 2026 | May 05, 2026 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -3,664 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,512 | -100.0% | Q1 2026 | Apr 21, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,959 | -100.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,948 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Spartan Planning & Wealth Management | History | Closed out | 0 | 0 | — | 0.25% | — | -2,844 | -100.0% | Q1 2026 | Apr 16, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,806 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,796 | -100.0% | Q1 2026 | May 11, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -2,765 | -100.0% | Q1 2026 | May 01, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.26% | — | -2,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -2,657 | -100.0% | Q1 2026 | May 15, 2026 |
| BTS Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -2,623 | -100.0% | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,566 | -100.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,429 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Purkiss Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,383 | -100.0% | Q1 2026 | May 04, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,291 | -100.0% | Q1 2026 | Apr 21, 2026 |
| KICKSTAND VENTURES, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,291 | -100.0% | Q1 2026 | May 05, 2026 |
| CITIZENS & NORTHERN CORP | History | Closed out | 0 | 0 | — | 0.07% | — | -2,260 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,233 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,218 | -100.0% | Q1 2026 | May 04, 2026 |
| CMH Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,098 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,057 | -100.0% | Q1 2026 | May 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,004 | -100.0% | Q1 2026 | Apr 14, 2026 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.02% | — | -1,982 | -100.0% | Q1 2026 | Apr 22, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -1,940 | -100.0% | Q1 2026 | May 15, 2026 |
| Peoples Bank/KS | History | Closed out | 0 | 0 | — | 0.23% | — | -1,934 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,930 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Williams & Novak, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,907 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.41% | — | -1,877 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,859 | -100.0% | Q1 2026 | May 06, 2026 |
| Mezzasalma Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,856 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Principle Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,831 | -100.0% | Q1 2026 | May 07, 2026 |
| Aspen Investment Management Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -1,830 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Retirement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,825 | -100.0% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,825 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Seelaus Asset Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,820 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FSM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,814 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,814 | -100.0% | Q1 2026 | May 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,810 | -100.0% | Q1 2026 | May 14, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,808 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Closed out | 0 | 0 | — | 0.1% | — | -1,800 | -100.0% | Q1 2026 | Apr 13, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Closed out | 0 | 0 | — | 0.02% | — | -1,800 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Shulman DeMeo Asset Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,783 | -100.0% | Q1 2026 | Apr 09, 2026 |
| TABLEAUX LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,782 | -100.0% | Q1 2026 | May 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,776 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SilverOak Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,774 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,770 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Peak Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,762 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Peak Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,760 | -100.0% | Q1 2026 | May 14, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,752 | -100.0% | Q1 2026 | Apr 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,749 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,747 | -100.0% | Q1 2026 | May 07, 2026 |
| HCR Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -1,740 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,726 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,720 | -100.0% | Q1 2026 | May 11, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,694 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,692 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,647 | -100.0% | Q1 2026 | May 06, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -1,310 | -100.0% | Q1 2026 | May 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q1 2026 | May 04, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,280 | -100.0% | Q1 2026 | May 04, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,223 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,200 | -100.0% | Q1 2026 | May 13, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,136 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,008 | -100.0% | Q1 2026 | May 01, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -842 | -100.0% | Q1 2026 | May 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -802 | -100.0% | Q1 2026 | May 11, 2026 |
| Deane Retirement Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -570 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -494 | -100.0% | Q1 2026 | May 04, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -404 | -100.0% | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -402 | -100.0% | Q1 2026 | May 11, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -311 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -258 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Reduced | 4 | 0 | — | 0.02% | — | -228 | -98.28% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.01% | — | -202 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q1 2026 | May 04, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -166 | -100.0% | Q1 2026 | May 11, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -148 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GGM Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -121 | -100.0% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | May 15, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -58 | -87.88% | Q1 2026 | Apr 22, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 05, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -37 | -100.0% | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 07, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 04, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 12, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Bernard Wealth Management Corp. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |