SCHWAB STRATEGIC TRUST - 808524805
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 302,286,734 | 7,481,596 | 4.61% | 4.53% | 1 | +4,533,317 | 1.52% | Q1 2026 | May 07, 2026 |
| Empower Advisory Group, LLC | History | Added to | 185,695,369 | 4,595,960 | 11.93% | 11.74% | 2 | +4,917,272 | 2.72% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 152,570,229 | 3,776,113 | 7.67% | 7.15% | 3 | -4,385,050 | -2.79% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 116,338,040 | 2,879,366 | 6.32% | 5.99% | 4 | +4,858,558 | 4.36% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 47,134,843 | 1,166,587 | 0.79% | 0.72% | 5 | +5,277,974 | 12.61% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 21,209,364 | 524,932 | 0.99% | 1.0% | 6 | -651,134 | -2.98% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,192,861 | 524,523 | 0.56% | 0.54% | 7 | +570,984 | 2.77% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,146,190 | 473,655 | 0.68% | 0.65% | 8 | -1,242,805 | -6.1% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 15,506,947 | 383,796 | 5.27% | 4.8% | 9 | +1,573,298 | 11.29% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,623,820 | 312,439 | 0.38% | 0.39% | 10 | -1,309,604 | -9.4% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 12,487,960 | 309,077 | 3.27% | 3.19% | 11 | -40,038 | -0.32% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 12,209,080 | 302,174 | 2.37% | 2.09% | 12 | +1,310,281 | 12.02% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Reduced | 12,175,392 | 301,340 | 0.02% | 0.03% | 13 | -6,752,758 | -35.68% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 9,995,681 | 247,242 | 0.29% | 0.26% | 14 | +1,044,246 | 11.67% | Q1 2026 | May 13, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 9,411,516 | 232,935 | 5.02% | 4.74% | 15 | +479,302 | 5.37% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,901,238 | 220,305 | 0.33% | 0.33% | 16 | -221,277 | -2.43% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 8,408,940 | 208,121 | 9.38% | 8.86% | 17 | +358,776 | 4.46% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,345,201 | 201,026 | 0.1% | 0.09% | 18 | +1,879,833 | 29.08% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,478,304 | 185,088 | 0.01% | 0.01% | 19 | +2,538,166 | 51.38% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 7,317,057 | 181,097 | 4.97% | 4.84% | 20 | +118,781 | 1.65% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,007,246 | 173,429 | 0.75% | 0.63% | 21 | +822,308 | 13.3% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Added to | 6,911,388 | 171,056 | 7.09% | 6.94% | 22 | +184,011 | 2.74% | Q1 2026 | Apr 29, 2026 |
| REBALANCE, LLC | History | Added to | 6,904,650 | 170,890 | 9.92% | 9.67% | 23 | +20,077 | 0.29% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 6,885,220 | 170,723 | 0.24% | 0.23% | 24 | +181,862 | 2.71% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,575,417 | 162,741 | 0.04% | 0.04% | 25 | +1,626,377 | 32.86% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,611,853 | 158,948 | 5.37% | 5.37% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,415,351 | 158,779 | 0.02% | — | 27 | +6,415,351 | New | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 6,221,234 | 153,975 | 0.04% | 0.04% | 28 | +136,280 | 2.24% | Q1 2026 | May 06, 2026 |
| Gemmer Asset Management LLC | History | Added to | 6,097,616 | 150,916 | 11.93% | 11.01% | 29 | +150,077 | 2.52% | Q1 2026 | Apr 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 5,847,506 | 144,725 | 12.17% | 11.95% | 30 | -73,177 | -1.24% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,831,941 | 144,340 | 0.03% | 0.03% | 31 | +55,252 | 0.96% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,683,178 | 140,659 | 0.22% | 0.21% | 32 | +59,298 | 1.05% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,609,716 | 140,130 | 0.29% | 0.31% | 33 | -3,681,999 | -39.63% | Q1 2026 | Apr 08, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 5,533,237 | 136,947 | 4.21% | 4.55% | 34 | -193,311 | -3.38% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 5,375,922 | 133,054 | 0.01% | 0.01% | 35 | +104,792 | 1.99% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 4,579,118 | 113,333 | 0.85% | 0.83% | 36 | +15,681 | 0.34% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 4,551,204 | 112,642 | 0.02% | 0.01% | 37 | +1,255,776 | 38.11% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,430,297 | 109,649 | 1.27% | 1.71% | 38 | -1,403,120 | -24.05% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,182,884 | 103,531 | 0.02% | 0.02% | 39 | +312,598 | 8.08% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 4,116,077 | 101,872 | 2.8% | 2.87% | 40 | -124,577 | -2.94% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 4,042,225 | 100,045 | 0.11% | 0.09% | 41 | +460,868 | 12.87% | Q1 2026 | May 13, 2026 |
| SNS Financial Group, LLC | History | Reduced | 3,613,363 | 89,430 | 7.71% | 7.51% | 42 | -12,255 | -0.34% | Q1 2026 | Apr 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,563,500 | 88,194 | 0.88% | 1.12% | 43 | -630,773 | -15.04% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 3,536,409 | 87,529 | 1.07% | 0.85% | 44 | +784,566 | 28.51% | Q1 2026 | May 12, 2026 |
| Charles Schwab Trust Co | History | Reduced | 3,481,790 | 86,174 | 5.59% | 5.54% | 45 | -25,672 | -0.73% | Q1 2026 | Apr 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,258,891 | 80,657 | 1.91% | 1.89% | 46 | -263,541 | -7.48% | Q1 2026 | May 15, 2026 |
| Truepoint, Inc. | History | Reduced | 3,251,680 | 80,479 | 1.79% | 1.83% | 47 | -127,291 | -3.77% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 3,218,486 | 79,657 | 0.21% | 0.19% | 48 | +284,417 | 9.69% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 3,172,935 | 78,553 | 0.09% | 0.08% | 49 | +234,202 | 7.97% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,143,277 | 77,798 | 0.11% | 0.09% | 50 | +463,238 | 17.28% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,125,753 | 77,362 | 0.41% | 0.5% | 51 | +186,451 | 6.34% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 3,112,346 | 77,031 | 3.97% | 3.97% | 52 | +13,360 | 0.43% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,957,285 | 73,194 | 0.01% | 0.01% | 53 | -281,752 | -8.7% | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 2,806,554 | 69,462 | 8.62% | 8.07% | 54 | +220,629 | 8.53% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,705,673 | 66,965 | 0.02% | 0.02% | 55 | +205,079 | 8.2% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,656,034 | 65,736 | 0.18% | 0.17% | 56 | -264,933 | -9.07% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,560,398 | 63,369 | 0.47% | 0.27% | 57 | +1,153,940 | 82.05% | Q1 2026 | May 15, 2026 |
| Evergreen Advisors, LLC | History | Added to | 2,470,899 | 61,154 | 14.36% | 14.37% | 58 | +20,654 | 0.84% | Q1 2026 | May 05, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 2,426,744 | 60,061 | 6.67% | 9.11% | 59 | -1,005,995 | -29.31% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 2,381,566 | 58,943 | 0.36% | 0.35% | 60 | -27,917 | -1.16% | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 2,328,048 | 57,619 | 12.26% | 12.03% | 61 | -2,442 | -0.1% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,188,851 | 55,027 | 0.94% | 0.96% | 62 | +1,593 | 0.07% | Q1 2026 | May 14, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 2,208,619 | 54,663 | 10.48% | 10.02% | 63 | +13,587 | 0.62% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 2,045,299 | 50,621 | 0.79% | 0.52% | 64 | +804,863 | 64.89% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,027,127 | 50,171 | 0.7% | 0.61% | 65 | +127,736 | 6.73% | Q1 2026 | May 01, 2026 |
| Matrix Trust Co | History | Reduced | 2,015,802 | 49,891 | 8.29% | 8.02% | 66 | -5,588 | -0.28% | Q1 2026 | Apr 09, 2026 |
| MAI Capital Management | History | Added to | 1,907,799 | 47,218 | 0.27% | 0.26% | 67 | +6,249 | 0.33% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 1,890,225 | 46,783 | 2.29% | 2.36% | 68 | -94,762 | -4.77% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 1,880,859 | 46,551 | 1.85% | 1.74% | 69 | -4,019 | -0.21% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,868,703 | 46,250 | 2.05% | 1.97% | 70 | +45,488 | 2.49% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,854,408 | 45,896 | 5.72% | 5.99% | 71 | +30,789 | 1.69% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,847,119 | 45,716 | 0.08% | 0.08% | 72 | +89,696 | 5.1% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,825,535 | 45,182 | 0.12% | 0.1% | 73 | +278,991 | 18.04% | Q1 2026 | Apr 30, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 1,813,550 | 44,885 | 2.17% | 2.05% | 74 | -27,053 | -1.47% | Q1 2026 | Apr 09, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,798,668 | 44,517 | 0.72% | 0.91% | 75 | -561,580 | -23.79% | Q1 2026 | Apr 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 1,736,627 | 42,981 | 0.82% | 0.83% | 76 | -88,083 | -4.83% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,729,716 | 41,461 | 0.0% | 0.0% | 77 | +629,762 | 57.25% | Q1 2026 | May 13, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 1,673,285 | 41,413 | 6.52% | 6.24% | 78 | +34,861 | 2.13% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,627,397 | 40,278 | 0.02% | 0.01% | 79 | +867,253 | 114.09% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,618,896 | 40,067 | 5.57% | 5.42% | 80 | +26,926 | 1.69% | Q1 2026 | May 08, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 1,562,897 | 38,681 | 4.98% | 4.35% | 81 | +190,811 | 13.91% | Q1 2026 | Apr 16, 2026 |
| Payne Capital Management, LLC | History | Added to | 1,538,351 | 38,074 | 11.52% | 11.55% | 82 | +16,672 | 1.1% | Q1 2026 | May 08, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 1,482,356 | 36,688 | 4.6% | 4.8% | 83 | +32,903 | 2.27% | Q1 2026 | Apr 16, 2026 |
| Operose Advisors LLC | History | Added to | 1,470,297 | 36,389 | 8.44% | 6.75% | 84 | +265,025 | 21.99% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,414,506 | 35,009 | 0.64% | 0.59% | 85 | +51,001 | 3.74% | Q1 2026 | Apr 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,413,474 | 34,983 | 0.23% | 0.22% | 86 | -22,652 | -1.58% | Q1 2026 | Apr 27, 2026 |
| Persium Advisors, LLC | History | Reduced | 1,374,068 | 34,008 | 26.77% | 24.17% | 87 | -19,260 | -1.38% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,313,947 | 32,520 | 0.05% | 0.06% | 88 | -655,580 | -33.29% | Q1 2026 | Apr 27, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 1,305,257 | 32,305 | 6.89% | 6.6% | 89 | +33,391 | 2.63% | Q1 2026 | Apr 10, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,285,163 | 31,807 | 1.31% | 1.27% | 90 | +561 | 0.04% | Q1 2026 | Apr 21, 2026 |
| LCW Services, LLC | History | Added to | 1,282,583 | 31,743 | 15.77% | 15.44% | 91 | +76,845 | 6.37% | Q1 2026 | Apr 27, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 1,264,073 | 31,285 | 4.02% | 3.25% | 92 | +276,762 | 28.03% | Q1 2026 | Apr 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,261,856 | 31,230 | 0.99% | 1.22% | 93 | -133,794 | -9.59% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,172,640 | 31,086 | 1.0% | 1.02% | 94 | -8,768 | -0.74% | Q1 2026 | Apr 17, 2026 |
| Bangor Savings Bank | History | Added to | 1,247,016 | 30,863 | 2.47% | 2.41% | 95 | +115 | 0.01% | Q1 2026 | Apr 01, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 1,241,459 | 30,726 | 8.67% | 9.05% | 96 | -8,638 | -0.69% | Q1 2026 | Apr 24, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 1,274,748 | 30,644 | 2.79% | 3.28% | 97 | -56,391 | -4.24% | Q1 2026 | Apr 09, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 1,215,330 | 30,079 | 1.29% | 1.14% | 98 | +136,900 | 12.69% | Q1 2026 | May 11, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 1,212,048 | 29,998 | 8.73% | 8.11% | 99 | -11,539 | -0.94% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,206,817 | 29,868 | 0.24% | 0.23% | 100 | +40,494 | 3.47% | Q1 2026 | May 01, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 1,186,723 | 29,371 | 2.25% | 1.77% | 101 | +105,665 | 9.77% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Reduced | 1,182,692 | 29,271 | 0.52% | 0.51% | 102 | -31,508 | -2.59% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,160,052 | 29,162 | 0.28% | 0.24% | 103 | +241,821 | 26.34% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,172,413 | 29,011 | 0.05% | 0.05% | 104 | +7,616 | 0.65% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 1,154,813 | 28,581 | 6.82% | 8.38% | 105 | -326,240 | -22.03% | Q1 2026 | May 08, 2026 |
| Red Tortoise LLC | History | Added to | 1,149,146 | 28,430 | 11.83% | 11.64% | 106 | +7,619 | 0.67% | Q1 2026 | Apr 21, 2026 |
| Boltwood Capital Management | History | Added to | 1,145,614 | 28,353 | 7.23% | 7.16% | 107 | +801 | 0.07% | Q1 2026 | Apr 07, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 1,136,035 | 28,116 | 12.38% | 11.39% | 108 | +28,311 | 2.56% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 1,132,786 | 28,036 | 0.48% | 0.49% | 109 | -19,520 | -1.69% | Q1 2026 | May 04, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,123,076 | 27,796 | 3.03% | 2.75% | 110 | +36,461 | 3.36% | Q1 2026 | May 05, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 1,113,799 | 27,566 | 9.6% | 9.41% | 111 | +1,886 | 0.17% | Q1 2026 | Apr 28, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 1,136,276 | 27,316 | 8.23% | 8.23% | 112 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,103,071 | 27,301 | 0.05% | 0.05% | 113 | -48,252 | -4.19% | Q1 2026 | May 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 1,101,452 | 27,260 | 1.12% | 1.08% | 114 | +16,639 | 1.53% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,100,950 | 27,249 | 0.21% | 0.24% | 115 | -80,135 | -6.78% | Q1 2026 | Apr 07, 2026 |
| Wedmont Private Capital | History | Added to | 1,036,722 | 27,141 | 0.88% | 0.89% | 116 | +1,553 | 0.15% | Q1 2026 | Apr 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 1,089,722 | 26,970 | 1.97% | 1.87% | 117 | +50,573 | 4.87% | Q1 2026 | Apr 20, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 1,089,602 | 26,967 | 4.37% | 4.32% | 118 | -16,608 | -1.5% | Q1 2026 | Apr 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 1,083,673 | 26,820 | 0.38% | 0.37% | 119 | -68,187 | -5.92% | Q1 2026 | May 22, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,074,279 | 26,588 | 3.06% | 3.07% | 120 | -11,983 | -1.1% | Q1 2026 | Apr 17, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 1,070,991 | 26,507 | 7.34% | 7.68% | 121 | -41,910 | -3.77% | Q1 2026 | Apr 27, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 1,066,203 | 26,388 | 2.74% | 2.77% | 122 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 1,050,120 | 25,990 | 3.38% | 2.96% | 123 | +1,457 | 0.14% | Q1 2026 | Apr 10, 2026 |
| eCIO, Inc. | History | Added to | 1,046,042 | 25,889 | 11.38% | 9.0% | 124 | +241,724 | 30.05% | Q1 2026 | Apr 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 1,019,447 | 25,231 | 1.41% | 1.59% | 125 | -18,330 | -1.77% | Q1 2026 | Apr 29, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,018,620 | 25,210 | 1.87% | 2.24% | 126 | +15,048 | 1.5% | Q1 2026 | May 19, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 1,035,545 | 24,894 | 13.93% | 13.93% | 127 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 999,638 | 24,741 | 0.9% | 0.75% | 128 | +134,374 | 15.53% | Q1 2026 | Apr 28, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 965,577 | 23,898 | 2.68% | 1.52% | 129 | +352,083 | 57.39% | Q1 2026 | Apr 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 964,585 | 23,873 | 1.7% | 1.17% | 130 | +284,259 | 41.78% | Q1 2026 | May 15, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 962,569 | 23,823 | 11.61% | 11.42% | 131 | -3,210 | -0.33% | Q1 2026 | Apr 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 958,363 | 23,719 | 3.07% | 2.78% | 132 | +123,153 | 14.75% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 952,201 | 23,566 | 0.26% | 0.1% | 133 | +594,346 | 166.09% | Q1 2026 | May 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 975,483 | 23,450 | 1.76% | 1.76% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 933,897 | 23,113 | 0.11% | 0.14% | 135 | -66,242 | -6.62% | Q1 2026 | May 04, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 929,601 | 23,007 | 13.91% | 13.91% | 136 | -10,998 | -1.17% | Q1 2026 | Apr 17, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 923,441 | 22,855 | 4.68% | 4.56% | 137 | +8,352 | 0.91% | Q1 2026 | Apr 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 922,916 | 22,842 | 0.12% | 0.2% | 138 | -543,508 | -37.06% | Q1 2026 | May 13, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 916,518 | 22,683 | 7.62% | 7.29% | 139 | -10,218 | -1.1% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 913,719 | 22,614 | 5.21% | 4.41% | 140 | +125,358 | 15.9% | Q1 2026 | Apr 09, 2026 |
| FLC Capital Advisors | History | Added to | 889,185 | 22,007 | 3.93% | 3.83% | 141 | +26,936 | 3.12% | Q1 2026 | May 01, 2026 |
| Broadleaf Partners, LLC | History | Added to | 874,865 | 21,652 | 5.05% | 3.96% | 142 | +93,345 | 11.94% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 872,481 | 21,593 | 1.36% | 1.22% | 143 | +104,969 | 13.68% | Q1 2026 | Apr 27, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 866,102 | 21,436 | 1.5% | 1.36% | 144 | +5,416 | 0.63% | Q1 2026 | Apr 28, 2026 |
| Sylvest Advisors, LLC | History | Added to | 864,057 | 21,385 | 11.37% | 11.03% | 145 | +3,980 | 0.46% | Q1 2026 | Apr 22, 2026 |
| Noble Family Wealth, LLC | History | Added to | 860,982 | 21,309 | 4.4% | 4.33% | 146 | +7,411 | 0.87% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 856,903 | 21,208 | 0.04% | 0.03% | 147 | +208,182 | 32.09% | Q1 2026 | May 15, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 856,265 | 21,192 | 2.78% | 2.91% | 148 | +35,742 | 4.36% | Q1 2026 | Apr 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 844,500 | 20,902 | 0.27% | 0.26% | 149 | -2,654 | -0.31% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 843,326 | 20,872 | 0.34% | 0.33% | 150 | -5,540 | -0.65% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 832,795 | 20,611 | 2.3% | 2.14% | 151 | +26,875 | 3.33% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 825,252 | 20,424 | 0.0% | 0.0% | 152 | +174,575 | 26.83% | Q1 2026 | May 13, 2026 |
| Curbstone Financial Management Corp | History | Added to | 821,161 | 20,323 | 3.89% | 3.74% | 153 | +6,956 | 0.85% | Q1 2026 | Apr 15, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 815,401 | 20,181 | 8.53% | 8.25% | 154 | +5,880 | 0.73% | Q1 2026 | Apr 20, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 811,818 | 20,095 | 4.97% | 4.95% | 155 | -99,130 | -10.88% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 810,459 | 20,058 | 0.54% | 0.17% | 156 | +597,492 | 280.56% | Q1 2026 | May 11, 2026 |
| Essex LLC | History | Added to | 802,934 | 19,872 | 3.51% | 3.38% | 157 | +10,188 | 1.29% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 792,046 | 19,603 | 0.02% | 0.01% | 158 | +119,157 | 17.71% | Q1 2026 | May 12, 2026 |
| Alliance Wealth Management Group | History | Reduced | 788,468 | 19,514 | 4.27% | 4.28% | 159 | -22,198 | -2.74% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 788,468 | 19,514 | 3.04% | 3.07% | 160 | -22,198 | -2.74% | Q1 2026 | May 01, 2026 |
| Downshift Financial, LLC | History | Added to | 743,203 | 19,416 | 10.05% | 10.54% | 161 | +69,874 | 10.38% | Q1 2026 | Apr 29, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 770,682 | 19,074 | 0.83% | 0.74% | 162 | +10,820 | 1.42% | Q1 2026 | May 06, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 695,632 | 19,032 | 0.38% | 0.41% | 163 | +13,037 | 1.91% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 756,706 | 18,728 | 1.68% | 1.5% | 164 | +71,860 | 10.49% | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 754,267 | 18,668 | 0.09% | 0.1% | 165 | -17,058 | -2.21% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 749,946 | 18,561 | 0.19% | 0.3% | 166 | -257,512 | -25.56% | Q1 2026 | May 13, 2026 |
| Opus Capital Group, LLC | History | Reduced | 748,277 | 18,520 | 1.99% | 1.98% | 167 | -12,156 | -1.6% | Q1 2026 | Apr 30, 2026 |
| Apriem Advisors | History | Reduced | 746,672 | 18,480 | 1.76% | 1.76% | 168 | -51,907 | -6.5% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Reduced | 746,237 | 18,469 | 2.08% | 1.95% | 169 | -1,037 | -0.14% | Q1 2026 | May 13, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 745,202 | 18,443 | 5.2% | 5.3% | 170 | -43,090 | -5.47% | Q1 2026 | Apr 28, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 744,320 | 18,421 | 3.88% | 3.73% | 171 | +7,850 | 1.07% | Q1 2026 | May 05, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 726,820 | 17,988 | 6.41% | — | 172 | +726,820 | New | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Added to | 713,571 | 17,939 | 1.34% | 1.25% | 173 | +11,806 | 1.68% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 724,580 | 17,933 | 0.02% | 0.02% | 174 | +188,030 | 35.04% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 719,480 | 17,807 | 0.41% | 0.43% | 175 | -25,314 | -3.4% | Q1 2026 | May 15, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 717,988 | 17,770 | 5.59% | 5.66% | 176 | +31,772 | 4.63% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 710,476 | 17,584 | 0.1% | 0.08% | 177 | +73,201 | 11.49% | Q1 2026 | May 05, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 698,930 | 17,298 | 7.6% | 7.33% | 178 | +1,813 | 0.26% | Q1 2026 | Apr 29, 2026 |
| Garde Capital, Inc. | History | Reduced | 693,302 | 17,159 | 1.03% | 1.03% | 179 | -32,239 | -4.44% | Q1 2026 | Apr 28, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 690,140 | 17,080 | 3.03% | 3.03% | 180 | +8,342 | 1.22% | Q1 2026 | Apr 22, 2026 |
| Sherwood Financial Partners, LLC | History | Reduced | 689,634 | 17,068 | 15.09% | 14.91% | 181 | -29,963 | -4.16% | Q1 2026 | May 11, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 689,393 | 17,062 | 0.67% | 0.66% | 182 | -44,091 | -6.01% | Q1 2026 | May 12, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 682,552 | 16,893 | 6.66% | 6.99% | 183 | -480,044 | -41.29% | Q1 2026 | May 06, 2026 |
| Compound Planning, Inc. | History | Reduced | 681,765 | 16,873 | 0.52% | 0.5% | 184 | -32,169 | -4.51% | Q1 2026 | May 14, 2026 |
| Elgethun Capital Management | History | Added to | 679,997 | 16,829 | 2.78% | 2.73% | 185 | +22,185 | 3.37% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 675,175 | 16,710 | 0.34% | 0.36% | 186 | -84,219 | -11.09% | Q1 2026 | May 15, 2026 |
| Sentinel Advisory Group, LLC | History | New | 674,993 | 16,706 | 8.14% | — | 187 | +674,993 | New | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 672,336 | 16,640 | 3.38% | 3.18% | 188 | +2,279 | 0.34% | Q1 2026 | Apr 15, 2026 |
| L2 Asset Management, LLC | History | Added to | 669,670 | 16,576 | 1.58% | 0.86% | 189 | +403,013 | 151.14% | Q1 2026 | May 14, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 667,274 | 16,515 | 2.13% | 2.04% | 190 | -6,780 | -1.01% | Q1 2026 | May 07, 2026 |
| BCS Wealth Management | History | Reduced | 666,281 | 16,490 | 3.37% | 3.19% | 191 | -645,634 | -49.21% | Q1 2026 | Apr 17, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 660,774 | 16,354 | 6.9% | 7.16% | 192 | -45,756 | -6.48% | Q1 2026 | Apr 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 657,658 | 16,277 | 0.24% | 0.23% | 193 | +14,849 | 2.31% | Q1 2026 | Apr 09, 2026 |
| Johnson Financial Group, LLC | History | Added to | 646,762 | 16,007 | 1.07% | 0.96% | 194 | +383 | 0.06% | Q1 2026 | May 14, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 644,162 | 15,943 | 4.68% | 4.7% | 195 | -3,369 | -0.52% | Q1 2026 | Apr 16, 2026 |
| Lido Advisors, LLC | History | Reduced | 635,214 | 15,721 | 0.05% | 0.05% | 196 | -55,450 | -8.03% | Q1 2026 | May 13, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | Reduced | 632,381 | 15,651 | 1.99% | 1.86% | 197 | -74,119 | -10.49% | Q1 2026 | May 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 627,770 | 15,537 | 4.21% | 5.77% | 198 | +67,184 | 11.98% | Q1 2026 | Apr 08, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 624,346 | 15,452 | 8.83% | 9.03% | 199 | -38,148 | -5.76% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 621,811 | 15,390 | 1.77% | 1.8% | 200 | -1,492 | -0.24% | Q1 2026 | Apr 17, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 620,041 | 15,346 | 1.86% | 1.76% | 201 | -5,492 | -0.88% | Q1 2026 | May 14, 2026 |
| Envision Financial LLC | History | Reduced | 618,093 | 15,297 | 8.23% | 8.01% | 202 | -12,543 | -1.99% | Q1 2026 | Apr 16, 2026 |
| Brooklyn FI, LLC | History | Added to | 613,858 | 15,192 | 3.19% | 3.0% | 203 | +29,977 | 5.13% | Q1 2026 | May 11, 2026 |
| RKL Wealth Management LLC | History | Reduced | 604,280 | 14,955 | 1.35% | 1.3% | 204 | -55,372 | -8.39% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 603,639 | 14,940 | 0.0% | 0.01% | 205 | -1,434,075 | -70.38% | Q1 2026 | May 15, 2026 |
| Freestate Advisors LLC | History | Reduced | 599,360 | 14,834 | 11.86% | 11.92% | 206 | -10,549 | -1.73% | Q1 2026 | Apr 09, 2026 |
| Powers Advisory Group, LLC | History | Added to | 598,620 | 14,815 | 5.22% | 5.18% | 207 | +26,027 | 4.55% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 589,687 | 14,594 | 0.34% | 0.27% | 208 | +137,148 | 30.31% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 587,923 | 14,551 | 0.51% | 0.49% | 209 | +10,975 | 1.9% | Q1 2026 | May 06, 2026 |
| MYECFO, LLC | History | Reduced | 587,857 | 14,549 | 6.09% | 6.11% | 210 | -10,900 | -1.82% | Q1 2026 | Apr 07, 2026 |
| Serenity Investment Advisors | History | No change | 590,526 | 14,544 | 8.49% | 8.49% | 211 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 587,601 | 14,543 | 0.07% | 0.07% | 212 | +54,035 | 10.13% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 582,566 | 14,418 | 0.5% | 0.46% | 213 | +64,051 | 12.35% | Q1 2026 | May 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 577,177 | 14,285 | 0.16% | 0.15% | 214 | +4,742 | 0.83% | Q1 2026 | May 13, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 574,087 | 14,208 | 3.69% | 3.75% | 215 | +15,717 | 2.81% | Q1 2026 | May 11, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 572,826 | 14,177 | 4.15% | 4.57% | 216 | -51,632 | -8.27% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 571,791 | 14,151 | 0.05% | 0.05% | 217 | +35,498 | 6.62% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 535,880 | 14,147 | 0.32% | 0.3% | 218 | +54,788 | 11.39% | Q1 2026 | May 04, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 570,600 | 14,122 | 5.25% | 4.73% | 219 | +11,221 | 2.01% | Q1 2026 | May 14, 2026 |
| Denver PWM, LLC | History | Reduced | 511,007 | 13,981 | 4.81% | 5.98% | 220 | -299,874 | -36.98% | Q1 2026 | May 12, 2026 |
| Brightwater Advisory LLC | History | Added to | 563,033 | 13,935 | 9.22% | 8.87% | 221 | +16,990 | 3.11% | Q1 2026 | Apr 30, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 560,316 | 13,867 | 5.87% | 5.76% | 222 | -1,822 | -0.32% | Q1 2026 | Apr 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 558,276 | 13,817 | 2.16% | 2.17% | 223 | -12,956 | -2.27% | Q1 2026 | Apr 17, 2026 |
| Holistic Financial Partners | History | Added to | 558,092 | 13,812 | 5.13% | 4.82% | 224 | +4,681 | 0.85% | Q1 2026 | May 05, 2026 |
| TPG Advisors LLC | History | Added to | 552,149 | 13,665 | 8.52% | 8.18% | 225 | +5,192 | 0.95% | Q1 2026 | Apr 22, 2026 |
| Blue Barn Wealth, LLC | History | No change | 566,917 | 13,628 | 19.85% | 19.85% | 226 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 547,084 | 13,540 | 0.31% | 0.3% | 227 | +13,912 | 2.61% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 525,592 | 13,008 | 0.0% | 0.0% | 228 | +81,754 | 18.42% | Q1 2026 | May 05, 2026 |
| Creekside Partners | History | Reduced | 523,759 | 12,963 | 5.34% | 5.57% | 229 | -24,251 | -4.43% | Q1 2026 | Apr 21, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 521,674 | 12,911 | 3.84% | 3.61% | 230 | -12,733 | -2.38% | Q1 2026 | Apr 20, 2026 |
| Signet Investment Advisory Group, Inc. | History | Reduced | 518,637 | 12,836 | 5.88% | 5.87% | 231 | -6,813 | -1.3% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 515,958 | 12,769 | 0.16% | 0.16% | 232 | +47,711 | 10.19% | Q1 2026 | Apr 23, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 514,295 | 12,728 | 3.5% | 2.23% | 233 | +195,797 | 61.48% | Q1 2026 | Apr 23, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 510,702 | 12,639 | 2.15% | 1.91% | 234 | +58,917 | 13.04% | Q1 2026 | May 01, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 510,668 | 12,639 | 8.89% | 9.4% | 235 | -12,354 | -2.36% | Q1 2026 | May 06, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 509,431 | 12,608 | 6.4% | 6.39% | 236 | +12,207 | 2.46% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Added to | 506,326 | 12,531 | 1.73% | 1.64% | 237 | +3,267 | 0.65% | Q1 2026 | May 14, 2026 |
| Gleason Group, Inc. | History | Added to | 503,832 | 12,469 | 1.24% | 1.19% | 238 | +252 | 0.05% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 502,958 | 12,448 | 0.12% | 0.12% | 239 | -4,227 | -0.83% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 492,472 | 12,188 | 0.44% | 0.4% | 240 | +14,513 | 3.04% | Q1 2026 | Apr 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 490,807 | 12,147 | 0.78% | 0.77% | 241 | -17,001 | -3.35% | Q1 2026 | Apr 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 487,587 | 12,067 | 5.18% | 5.0% | 242 | -148 | -0.03% | Q1 2026 | Apr 20, 2026 |
| Livet Wealth, LLC | History | Reduced | 481,581 | 11,919 | 7.58% | 7.21% | 243 | -5,567 | -1.14% | Q1 2026 | Apr 24, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 478,557 | 11,844 | 3.01% | 2.79% | 244 | +34,504 | 7.77% | Q1 2026 | Apr 07, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 446,212 | 11,663 | 9.67% | 9.1% | 245 | +5,991 | 1.36% | Q1 2026 | May 07, 2026 |
| Seros Financial, LLC | History | Reduced | 470,590 | 11,647 | 7.41% | 6.7% | 246 | -4,472 | -0.94% | Q1 2026 | May 05, 2026 |
| Capital Advantage, Inc. | History | Added to | 469,280 | 11,614 | 1.52% | 1.41% | 247 | +34,150 | 7.85% | Q1 2026 | Apr 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 466,253 | 11,539 | 0.19% | 0.14% | 248 | +170,962 | 57.9% | Q1 2026 | May 18, 2026 |
| Compass Advisory Group LLC | History | Added to | 464,196 | 11,488 | 3.07% | 2.65% | 249 | +56,319 | 13.81% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 462,130 | 11,437 | 0.08% | 0.06% | 250 | +172,278 | 59.44% | Q1 2026 | Apr 15, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 458,511 | 11,348 | 0.33% | 0.34% | 251 | -5,996 | -1.29% | Q1 2026 | Apr 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 456,998 | 11,310 | 1.93% | 2.91% | 252 | -229,397 | -33.42% | Q1 2026 | Apr 15, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 452,213 | 11,192 | 1.09% | 0.97% | 253 | +31,526 | 7.49% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 449,155 | 11,116 | 0.02% | 0.02% | 254 | +16,396 | 3.79% | Q1 2026 | May 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 462,101 | 11,108 | 8.01% | 8.01% | 255 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 447,374 | 11,072 | 0.22% | 0.23% | 256 | -11,953 | -2.6% | Q1 2026 | May 14, 2026 |
| Jacobsen Capital Management | History | Reduced | 443,915 | 10,986 | 3.71% | 3.79% | 257 | -38,282 | -7.94% | Q1 2026 | Apr 24, 2026 |
| Fairway Financial, LLC | History | Reduced | 435,819 | 10,786 | 8.2% | 8.34% | 258 | -24,079 | -5.24% | Q1 2026 | May 11, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 435,148 | 10,769 | 2.79% | 2.78% | 259 | -13,201 | -2.94% | Q1 2026 | Apr 15, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 433,859 | 10,738 | 1.36% | 1.27% | 260 | -5,250 | -1.2% | Q1 2026 | Apr 24, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 390,605 | 10,686 | 4.01% | 0.82% | 261 | +309,500 | 381.6% | Q1 2026 | May 12, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 430,965 | 10,666 | 2.59% | 2.57% | 262 | -15,304 | -3.43% | Q1 2026 | May 13, 2026 |
| Arnold Financial Planning LLC | History | Added to | 429,946 | 10,641 | 9.94% | 9.75% | 263 | +36,313 | 9.23% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 428,888 | 10,614 | 1.45% | 1.39% | 264 | +13,531 | 3.26% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 427,739 | 10,586 | 0.13% | 0.13% | 265 | +69,062 | 19.25% | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 419,548 | 10,383 | 0.36% | 0.26% | 266 | +110,300 | 35.67% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 413,682 | 10,238 | 0.24% | 0.16% | 267 | +133,141 | 47.46% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 409,285 | 10,129 | 0.32% | 0.29% | 268 | +38,456 | 10.37% | Q1 2026 | Apr 08, 2026 |
| Chesapeake Wealth Management | History | Added to | 402,899 | 9,971 | 3.06% | 2.86% | 269 | +3,293 | 0.82% | Q1 2026 | May 18, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 400,443 | 9,911 | 1.26% | 1.5% | 270 | -75,771 | -15.91% | Q1 2026 | Apr 16, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 398,560 | 9,864 | 1.37% | 0.15% | 271 | +350,605 | 731.11% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 394,700 | 9,769 | 0.3% | 0.28% | 272 | -564 | -0.14% | Q1 2026 | Apr 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 391,473 | 9,688 | 0.18% | 0.18% | 273 | +3,583 | 0.92% | Q1 2026 | May 11, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 389,142 | 9,631 | 2.96% | 2.86% | 274 | -300 | -0.08% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 387,280 | 9,585 | 0.01% | 0.01% | 275 | +8,854 | 2.34% | Q1 2026 | May 08, 2026 |
| Barden Capital Management, Inc. | History | Added to | 386,874 | 9,575 | 8.19% | 7.49% | 276 | +7,418 | 1.95% | Q1 2026 | Apr 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 385,679 | 9,545 | 0.05% | 0.05% | 277 | +1,458 | 0.38% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 383,887 | 9,504 | 0.51% | 0.45% | 278 | -21,905 | -5.4% | Q1 2026 | May 12, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 381,286 | 9,436 | 1.28% | 1.3% | 279 | -11,962 | -3.04% | Q1 2026 | Apr 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 378,508 | 9,368 | 0.19% | 0.19% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Peak Wealth Management LLC | History | Added to | 377,579 | 9,345 | 7.67% | 5.77% | 281 | +90,351 | 31.46% | Q1 2026 | Apr 14, 2026 |
| Prota Financial, LLC | History | Added to | 376,056 | 9,307 | 6.74% | 6.41% | 282 | +6,020 | 1.63% | Q1 2026 | Apr 09, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 375,677 | 9,297 | 1.33% | 1.37% | 283 | -22,917 | -5.75% | Q1 2026 | Apr 27, 2026 |
| Athena Investment Management | History | Added to | 374,609 | 9,271 | 4.81% | 4.61% | 284 | +155 | 0.04% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Reduced | 369,910 | 9,155 | 0.35% | 0.37% | 285 | -14,899 | -3.87% | Q1 2026 | Apr 28, 2026 |
| BAILARD, INC. | History | Added to | 368,371 | 9,117 | 0.21% | 0.2% | 286 | +669 | 0.18% | Q1 2026 | May 11, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 366,831 | 9,079 | 1.35% | 1.29% | 287 | +2,194 | 0.6% | Q1 2026 | Apr 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 366,072 | 9,060 | 0.89% | 0.89% | 288 | -4,013 | -1.08% | Q1 2026 | Apr 27, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 369,134 | 9,052 | 8.22% | 8.1% | 289 | -562 | -0.15% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 365,532 | 9,046 | 0.16% | 0.15% | 290 | +23,430 | 6.85% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 363,247 | 8,990 | 0.55% | 0.41% | 291 | +7,691 | 2.16% | Q1 2026 | Apr 28, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 363,193 | 8,989 | 2.31% | 1.98% | 292 | +9,029 | 2.55% | Q1 2026 | Apr 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 362,180 | 8,963 | 2.58% | 2.58% | 293 | +8,012 | 2.26% | Q1 2026 | Apr 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 358,863 | 8,881 | 0.7% | 0.61% | 294 | +90,771 | 33.86% | Q1 2026 | Apr 16, 2026 |
| Legacy Private Trust Co. | History | Reduced | 355,484 | 8,798 | 0.54% | 0.5% | 295 | -2,169 | -0.61% | Q1 2026 | Apr 07, 2026 |
| St. Clair Advisors, LLC | History | New | 355,244 | 8,792 | 2.34% | — | 296 | +355,244 | New | Q1 2026 | Apr 23, 2026 |
| CRA Financial Services, LLC | History | Added to | 352,445 | 8,723 | 1.13% | 1.06% | 297 | +14,188 | 4.19% | Q1 2026 | Apr 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 351,769 | 8,706 | 0.85% | 0.75% | 298 | +1,868 | 0.53% | Q1 2026 | May 01, 2026 |
| Firestone Capital Management | History | Added to | 348,038 | 8,613 | 1.79% | 1.77% | 299 | +1,316 | 0.38% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 346,126 | 8,566 | 0.03% | 0.03% | 300 | -503 | -0.15% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 344,002 | 8,514 | 0.48% | 0.47% | 301 | -2,295 | -0.66% | Q1 2026 | Apr 20, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 343,470 | 8,500 | 1.79% | 1.69% | 302 | +5,542 | 1.64% | Q1 2026 | Apr 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 342,720 | 8,482 | 1.31% | 1.23% | 303 | +26,297 | 8.31% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 322,601 | 8,461 | 0.11% | 0.1% | 304 | -7,509 | -2.27% | Q1 2026 | May 06, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 340,473 | 8,426 | 4.0% | 3.08% | 305 | +51,702 | 17.9% | Q1 2026 | Apr 15, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 340,101 | 8,417 | 2.4% | 2.5% | 306 | -31,197 | -8.4% | Q1 2026 | Apr 07, 2026 |
| Davis Capital Management | History | Added to | 337,641 | 8,356 | 5.66% | 5.31% | 307 | +16,808 | 5.24% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | Added to | 336,907 | 8,338 | 0.11% | 0.09% | 308 | +72,453 | 27.4% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 336,469 | 8,327 | 0.26% | 0.26% | 309 | -6,464 | -1.88% | Q1 2026 | Apr 27, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 336,417 | 8,326 | 0.51% | 0.56% | 310 | -6,784 | -1.98% | Q1 2026 | Apr 28, 2026 |
| Wealth Architects, LLC | History | Reduced | 334,163 | 8,270 | 0.74% | 0.73% | 311 | -926 | -0.28% | Q1 2026 | May 15, 2026 |
| MA Private Wealth | History | Reduced | 334,133 | 8,269 | 1.4% | 1.4% | 312 | -15,237 | -4.36% | Q1 2026 | May 07, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 332,064 | 8,218 | 1.49% | 1.52% | 313 | -188 | -0.06% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 329,865 | 8,164 | 0.49% | 0.49% | 314 | -229 | -0.07% | Q1 2026 | May 12, 2026 |
| Vestwell Advisors, LLC | History | Added to | 329,472 | 8,154 | 2.23% | 1.04% | 315 | +37,911 | 13.0% | Q1 2026 | May 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 328,151 | 8,121 | 0.0% | 0.0% | 316 | +206,603 | 169.98% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 320,640 | 7,935 | 0.14% | 0.12% | 317 | +60,367 | 23.19% | Q1 2026 | May 07, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 319,138 | 7,898 | 2.37% | 2.28% | 318 | -7,323 | -2.24% | Q1 2026 | Apr 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 327,565 | 7,874 | 0.0% | 0.0% | 319 | -15,846 | -4.61% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 313,195 | 7,751 | 0.07% | 0.08% | 320 | +52,534 | 20.15% | Q1 2026 | May 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 311,252 | 7,703 | 0.52% | 0.49% | 321 | +7,823 | 2.58% | Q1 2026 | May 06, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 311,053 | 7,698 | 6.82% | 6.77% | 322 | +843 | 0.27% | Q1 2026 | Apr 10, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 310,234 | 7,678 | 5.21% | 5.03% | 323 | -8,763 | -2.75% | Q1 2026 | May 07, 2026 |
| BCK Partners, Inc. | History | Reduced | 305,667 | 7,565 | 4.08% | 4.05% | 324 | -6,111 | -1.96% | Q1 2026 | Apr 27, 2026 |
| Stonekeep Investments, LLC | History | Added to | 305,549 | 7,562 | 4.9% | 4.62% | 325 | +4,936 | 1.64% | Q1 2026 | Apr 07, 2026 |
| Leverty Financial Group, LLC | History | Added to | 302,295 | 7,481 | 1.66% | 1.71% | 326 | +4,890 | 1.64% | Q1 2026 | Apr 09, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 300,345 | 7,433 | 2.79% | 2.71% | 327 | -12,660 | -4.04% | Q1 2026 | May 08, 2026 |
| Flatrock Wealth Partners LLC | History | New | 293,942 | 7,275 | 3.27% | — | 328 | +293,942 | New | Q1 2026 | Apr 29, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 292,799 | 7,246 | 2.28% | 2.18% | 329 | +710 | 0.24% | Q1 2026 | Apr 16, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 291,215 | 7,207 | 4.81% | 3.93% | 330 | +56,578 | 24.11% | Q1 2026 | Apr 17, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 290,408 | 7,187 | 0.63% | 0.57% | 331 | +7,084 | 2.5% | Q1 2026 | Apr 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 287,950 | 7,126 | 0.22% | 0.23% | 332 | -6,281 | -2.13% | Q1 2026 | May 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 285,378 | 7,063 | 0.2% | 0.17% | 333 | -11,960 | -4.02% | Q1 2026 | Apr 21, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 283,648 | 7,020 | 0.99% | 1.27% | 334 | -1,217 | -0.43% | Q1 2026 | Apr 20, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 282,830 | 7,000 | 7.7% | 7.35% | 335 | +7,225 | 2.62% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 282,132 | 6,982 | 0.06% | 0.06% | 336 | +76,042 | 36.9% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 281,536 | 6,968 | 0.08% | 0.08% | 337 | -11,142 | -3.81% | Q1 2026 | May 06, 2026 |
| Tudor Financial Inc. | History | Added to | 280,131 | 6,933 | 3.54% | 3.44% | 338 | +786 | 0.28% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 277,733 | 6,873 | 0.03% | 0.03% | 339 | +27,945 | 11.19% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 285,716 | 6,868 | 0.13% | 0.13% | 340 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 276,183 | 6,835 | 0.0% | 0.0% | 341 | -1,362 | -0.49% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 273,337 | 6,765 | 0.39% | 0.4% | 342 | -21,056 | -7.15% | Q1 2026 | Apr 20, 2026 |
| Fortis Capital Management LLC | History | Added to | 272,642 | 6,747 | 0.69% | 0.78% | 343 | +25,945 | 10.52% | Q1 2026 | May 11, 2026 |
| Heirloom Wealth Management | History | New | 271,822 | 6,727 | 1.21% | — | 344 | +271,822 | New | Q1 2026 | Apr 14, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 270,856 | 6,703 | 2.22% | 3.29% | 345 | -1,914 | -0.7% | Q1 2026 | Apr 20, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 269,930 | 6,680 | 1.51% | 0.89% | 346 | +107,076 | 65.75% | Q1 2026 | Apr 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 268,048 | 6,634 | 0.73% | 0.94% | 347 | -80,720 | -23.14% | Q1 2026 | Apr 15, 2026 |
| Hurley Capital, LLC | History | Added to | 267,932 | 6,631 | 3.55% | 3.16% | 348 | +32,692 | 13.9% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 267,359 | 6,617 | 1.49% | 1.55% | 349 | -1,634 | -0.61% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 263,382 | 6,518 | 0.59% | 0.59% | 350 | -2,643 | -0.99% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 260,662 | 6,451 | 0.36% | 0.36% | 351 | +4,888 | 1.91% | Q1 2026 | Apr 28, 2026 |
| SVB WEALTH LLC | History | Reduced | 260,067 | 6,436 | 0.42% | 0.4% | 352 | -23,799 | -8.38% | Q1 2026 | Apr 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 259,387 | 6,419 | 1.79% | 1.78% | 353 | -2,987 | -1.14% | Q1 2026 | Apr 08, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 258,754 | 6,404 | 1.05% | 1.05% | 354 | -1,498 | -0.58% | Q1 2026 | Apr 21, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 258,327 | 6,394 | 2.19% | 2.1% | 355 | +6,664 | 2.65% | Q1 2026 | Apr 08, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 256,111 | 6,338 | 1.53% | 1.38% | 356 | +18,948 | 7.99% | Q1 2026 | May 05, 2026 |
| HORAN Wealth, LLC | History | Added to | 255,678 | 6,291 | 0.6% | 0.48% | 357 | +126,658 | 98.17% | Q1 2026 | May 08, 2026 |
| Texas Yale Capital Corp. | History | Added to | 249,684 | 6,179 | 0.18% | 0.18% | 358 | +7,280 | 3.0% | Q1 2026 | May 04, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 247,693 | 6,130 | 1.41% | 1.47% | 359 | -4,148 | -1.65% | Q1 2026 | May 08, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 244,188 | 6,043 | 0.98% | 0.96% | 360 | +2,798 | 1.16% | Q1 2026 | Apr 07, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 242,236 | 5,995 | 0.61% | 0.7% | 361 | -31,326 | -11.45% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 240,948 | 5,963 | 0.88% | 1.0% | 362 | -32,806 | -11.98% | Q1 2026 | May 11, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 239,575 | 5,929 | 0.37% | 0.32% | 363 | +30,408 | 14.54% | Q1 2026 | Apr 27, 2026 |
| Destination Wealth Management | History | Reduced | 239,385 | 5,924 | 0.15% | 0.16% | 364 | -9,380 | -3.77% | Q1 2026 | May 15, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 239,310 | 5,922 | 4.33% | 4.19% | 365 | -18,768 | -7.27% | Q1 2026 | May 05, 2026 |
| Seek First Inc. | History | Added to | 237,749 | 5,884 | 4.15% | 3.86% | 366 | +5,054 | 2.17% | Q1 2026 | Apr 23, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 236,076 | 5,842 | 1.13% | 1.01% | 367 | +28,392 | 13.67% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 235,884 | 5,838 | 0.01% | 0.01% | 368 | +155,923 | 195.0% | Q1 2026 | May 01, 2026 |
| DAVIS R M INC | History | No change | 231,974 | 5,741 | 0.1% | 0.1% | 369 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 231,639 | 5,733 | 0.25% | 0.25% | 370 | -997 | -0.43% | Q1 2026 | Apr 09, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 230,374 | 5,701 | 0.31% | 0.55% | 371 | -19,378 | -7.76% | Q1 2026 | Apr 21, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 229,120 | 5,670 | 3.87% | 3.14% | 372 | +44,184 | 23.89% | Q1 2026 | Apr 23, 2026 |
| Allen Capital Group, LLC | History | No change | 235,071 | 5,651 | 0.52% | 0.52% | 373 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 228,267 | 5,649 | 2.04% | 2.21% | 374 | -21,984 | -8.78% | Q1 2026 | Apr 29, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 228,241 | 5,648 | 0.07% | 0.07% | 375 | -4,355 | -1.87% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 227,231 | 5,623 | 0.07% | 0.12% | 376 | -191,141 | -45.69% | Q1 2026 | May 01, 2026 |
| Robbins Farley | History | Added to | 225,365 | 5,577 | 2.47% | 1.07% | 377 | +127,387 | 130.02% | Q1 2026 | Apr 17, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 224,597 | 5,558 | 1.1% | 1.05% | 378 | +18,133 | 8.78% | Q1 2026 | Apr 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 224,369 | 5,553 | 1.34% | 0.82% | 379 | +93,497 | 71.44% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 212,578 | 5,507 | 0.1% | 0.18% | 380 | +55,259 | 35.13% | Q1 2026 | May 01, 2026 |
| Leisure Capital Management | History | Reduced | 222,480 | 5,506 | 1.93% | 2.03% | 381 | -32,633 | -12.79% | Q1 2026 | May 08, 2026 |
| Orcam Financial Group | History | Reduced | 218,113 | 5,398 | 3.83% | 4.09% | 382 | -8,783 | -3.87% | Q1 2026 | May 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 223,818 | 5,380 | 0.5% | 0.81% | 383 | -151,128 | -40.31% | Q1 2026 | May 13, 2026 |
| WT Wealth Management | History | Reduced | 212,692 | 5,264 | 1.56% | 1.51% | 384 | -5,718 | -2.62% | Q1 2026 | Apr 21, 2026 |
| Liberty Capital Management, Inc. | History | No change | 218,914 | 5,262 | 0.98% | 0.98% | 385 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Breakwater Investment Management | History | Reduced | 212,433 | 5,257 | 1.95% | 1.88% | 386 | -3,791 | -1.75% | Q1 2026 | May 14, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 212,071 | 5,248 | 3.1% | 3.15% | 387 | -2,900 | -1.35% | Q1 2026 | Apr 16, 2026 |
| Five Oceans Advisors | History | Reduced | 209,368 | 5,181 | 1.87% | 1.78% | 388 | -21 | -0.01% | Q1 2026 | Apr 07, 2026 |
| &PARTNERS | History | Reduced | 207,134 | 5,173 | 0.03% | 0.04% | 389 | -73,223 | -26.12% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 205,376 | 5,083 | 2.19% | 2.24% | 390 | -1,894 | -0.91% | Q1 2026 | Apr 29, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 205,260 | 5,080 | 5.27% | 4.81% | 391 | +5,224 | 2.61% | Q1 2026 | Apr 09, 2026 |
| Waterford Advisors, LLC | History | Reduced | 211,231 | 5,063 | 1.61% | 1.99% | 392 | -882 | -0.42% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 202,639 | 5,019 | 0.13% | 0.1% | 393 | +58,940 | 41.02% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 201,972 | 4,998 | 0.8% | 0.85% | 394 | +7,598 | 3.91% | Q1 2026 | Apr 30, 2026 |
| CGN Advisors LLC | History | Reduced | 201,823 | 4,995 | 0.39% | 0.4% | 395 | -10,520 | -4.95% | Q1 2026 | Apr 13, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 201,480 | 4,986 | 3.24% | 3.39% | 396 | -19,713 | -8.91% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 199,625 | 4,940 | 0.08% | 0.08% | 397 | +15,609 | 8.48% | Q1 2026 | Apr 22, 2026 |
| Friday Financial | History | Added to | 199,229 | 4,930 | 1.7% | 1.61% | 398 | +8,847 | 4.65% | Q1 2026 | Apr 16, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 199,171 | 4,929 | 0.39% | 0.44% | 399 | -25,507 | -11.35% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 198,670 | 4,917 | 1.04% | 1.01% | 400 | +541 | 0.27% | Q1 2026 | May 05, 2026 |
| Womack Financial LLC | History | Added to | 198,180 | 4,904 | 3.61% | 3.46% | 401 | +3,314 | 1.7% | Q1 2026 | May 11, 2026 |
| SWS Partners | History | Reduced | 197,283 | 4,882 | 1.2% | 1.21% | 402 | -11,330 | -5.43% | Q1 2026 | Apr 21, 2026 |
| Foster Group, Inc. | History | Added to | 197,262 | 4,882 | 0.15% | 0.14% | 403 | +10,633 | 5.7% | Q1 2026 | Apr 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 197,870 | 4,877 | 0.12% | 0.11% | 404 | +184 | 0.09% | Q1 2026 | May 08, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 195,524 | 4,839 | 0.71% | 0.88% | 405 | -4,641 | -2.32% | Q1 2026 | Apr 27, 2026 |
| SEEDS INVESTOR LLC | History | New | 181,385 | 4,826 | 0.66% | — | 406 | +181,385 | New | Q1 2026 | May 11, 2026 |
| RHS Financial, LLC | History | Reduced | 194,733 | 4,819 | 2.28% | 2.35% | 407 | -5,343 | -2.67% | Q1 2026 | Apr 28, 2026 |
| CVA Family Office, LLC | History | Added to | 194,440 | 4,812 | 0.51% | 0.52% | 408 | +5,728 | 3.04% | Q1 2026 | Apr 29, 2026 |
| Cooper Financial Group | History | New | 194,366 | 4,810 | 0.49% | — | 409 | +194,366 | New | Q1 2026 | Apr 07, 2026 |
| Diversified Enterprises, LLC | History | Added to | 193,858 | 4,797 | 0.26% | 0.27% | 410 | +4,470 | 2.36% | Q1 2026 | May 14, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 193,781 | 4,796 | 1.1% | 1.07% | 411 | -205 | -0.11% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 193,508 | 4,789 | 0.01% | 0.01% | 412 | +18,361 | 10.48% | Q1 2026 | May 08, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 192,523 | 4,764 | 2.64% | 2.99% | 413 | +25,516 | 15.28% | Q1 2026 | May 11, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 191,606 | 4,742 | 1.02% | 1.0% | 414 | -6,467 | -3.26% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 191,382 | 4,736 | 0.1% | 0.1% | 415 | -543 | -0.28% | Q1 2026 | May 01, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 191,329 | 4,735 | 1.62% | 1.88% | 416 | -45,361 | -19.16% | Q1 2026 | Apr 24, 2026 |
| Elm Partners Management LLC | History | Added to | 197,275 | 4,728 | 0.2% | 0.18% | 417 | +33,631 | 20.55% | Q1 2026 | May 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 190,825 | 4,722 | 0.79% | 0.79% | 418 | -39 | -0.02% | Q1 2026 | Apr 14, 2026 |
| MONEYWISE, INC. | History | Added to | 190,343 | 4,710 | 2.06% | 1.23% | 419 | +67,300 | 54.7% | Q1 2026 | Apr 27, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 189,107 | 4,680 | 1.91% | 1.32% | 420 | +60,757 | 47.34% | Q1 2026 | May 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 188,939 | 4,676 | 0.51% | 0.51% | 421 | -3,402 | -1.77% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 188,240 | 4,658 | 0.1% | 0.1% | 422 | +2,189 | 1.18% | Q1 2026 | Apr 13, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 186,203 | 4,608 | 1.81% | 1.91% | 423 | -8,950 | -4.59% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 185,708 | 4,596 | 0.24% | 0.24% | 424 | +583 | 0.31% | Q1 2026 | Apr 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 185,118 | 4,581 | 0.08% | 0.07% | 425 | -50 | -0.03% | Q1 2026 | Apr 21, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 185,053 | 4,580 | 3.64% | 2.74% | 426 | +26,038 | 16.37% | Q1 2026 | Apr 13, 2026 |
| Windsor Advisory Group, LLC | History | New | 183,632 | 4,544 | 3.8% | — | 427 | +183,632 | New | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Added to | 182,470 | 4,516 | 2.55% | 2.24% | 428 | +17,840 | 10.84% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | Added to | 182,235 | 4,510 | 0.05% | 0.04% | 429 | +113,346 | 164.53% | Q1 2026 | May 12, 2026 |
| LVW Advisors, LLC | History | Reduced | 181,472 | 4,491 | 0.43% | 0.45% | 430 | -4,664 | -2.51% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 179,576 | 4,444 | 0.09% | 0.09% | 431 | -1,139 | -0.63% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 179,333 | 4,438 | 0.15% | 0.15% | 432 | +1,107 | 0.62% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 177,765 | 4,399 | 0.09% | 0.08% | 433 | -36 | -0.02% | Q1 2026 | May 01, 2026 |
| Avalon Advisory Group | History | No change | 177,646 | 4,396 | 1.77% | 1.74% | 434 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Added to | 176,733 | 4,374 | 0.0% | 0.0% | 435 | +29,980 | 20.43% | Q1 2026 | May 14, 2026 |
| Enclave Advisors LLC | History | Added to | 176,441 | 4,366 | 0.6% | 0.39% | 436 | +60,961 | 52.79% | Q1 2026 | Apr 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 176,063 | 4,357 | 0.35% | 0.34% | 437 | +3,907 | 2.27% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 175,330 | 4,339 | 0.09% | 0.09% | 438 | +606 | 0.35% | Q1 2026 | May 14, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 174,215 | 4,311 | 1.58% | 1.54% | 439 | +3,464 | 2.03% | Q1 2026 | May 05, 2026 |
| Sollinda Capital Management LLC | History | Added to | 172,990 | 4,281 | 1.04% | 0.97% | 440 | +14,346 | 9.04% | Q1 2026 | Apr 30, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 172,034 | 4,257 | 1.5% | 1.62% | 441 | -24,137 | -12.3% | Q1 2026 | Apr 01, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 176,820 | 4,250 | 5.4% | — | 442 | +176,820 | New | Q1 2026 | May 07, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 169,543 | 4,196 | 1.33% | 1.85% | 443 | -61,443 | -26.6% | Q1 2026 | Apr 21, 2026 |
| Attessa Capital LLC | History | Reduced | 168,966 | 4,181 | 2.27% | 2.34% | 444 | -9,313 | -5.22% | Q1 2026 | Apr 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 167,924 | 4,156 | 0.12% | 0.11% | 445 | +23,651 | 16.39% | Q1 2026 | Apr 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 167,618 | 4,148 | 0.05% | 0.05% | 446 | +14,250 | 9.29% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 167,613 | 4,148 | 0.02% | 0.01% | 447 | -10,626 | -5.96% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 167,495 | 4,145 | 0.08% | 0.08% | 448 | -8,909 | -5.05% | Q1 2026 | Apr 17, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 165,108 | 4,086 | 0.75% | 0.73% | 449 | -266 | -0.16% | Q1 2026 | May 06, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 164,515 | 4,071 | 1.03% | 1.03% | 450 | -1,970 | -1.18% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 163,979 | 4,058 | 1.34% | 1.29% | 451 | +2,678 | 1.66% | Q1 2026 | Apr 09, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 162,616 | 4,024 | 0.25% | 0.25% | 452 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 162,183 | 4,014 | 3.63% | 2.72% | 453 | +38,534 | 31.16% | Q1 2026 | May 20, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 160,494 | 3,972 | 0.87% | 2.83% | 454 | -401,959 | -71.47% | Q1 2026 | Apr 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 160,101 | 3,962 | 0.45% | 0.41% | 455 | +5,654 | 3.66% | Q1 2026 | Apr 16, 2026 |
| Leo H. Evart, Inc. | History | New | 160,059 | 3,961 | 3.39% | — | 457 | +160,059 | New | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 160,079 | 3,961 | 0.03% | 0.03% | 456 | -90 | -0.06% | Q1 2026 | May 11, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 159,373 | 3,944 | 1.37% | 1.37% | 458 | -1,174 | -0.73% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 158,248 | 3,916 | 0.01% | 0.0% | 459 | +14,925 | 10.41% | Q1 2026 | Apr 27, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 157,639 | 3,901 | 0.38% | 0.4% | 460 | -13,270 | -7.76% | Q1 2026 | Apr 29, 2026 |
| North Forty Two & Co. | History | Added to | 157,654 | 3,901 | 3.61% | 3.35% | 461 | +10,090 | 6.84% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Added to | 157,151 | 3,889 | 0.18% | 0.16% | 462 | +6,770 | 4.5% | Q1 2026 | Apr 30, 2026 |
| Veridan Wealth LLC | History | Added to | 155,914 | 3,858 | 1.43% | 1.23% | 463 | +3,663 | 2.41% | Q1 2026 | May 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 155,038 | 3,837 | 2.73% | 1.24% | 464 | +85,629 | 123.37% | Q1 2026 | May 19, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 154,595 | 3,826 | 0.32% | 0.31% | 465 | -2,439 | -1.55% | Q1 2026 | May 11, 2026 |
| Blossom Wealth Management | History | Added to | 153,471 | 3,798 | 5.63% | 4.1% | 466 | +50,019 | 48.35% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 152,970 | 3,786 | 1.26% | 1.12% | 467 | +1,138 | 0.75% | Q1 2026 | May 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 151,722 | 3,755 | 1.71% | 1.5% | 468 | +10,520 | 7.45% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 151,431 | 3,747 | 0.11% | 0.11% | 469 | -1,370 | -0.9% | Q1 2026 | May 13, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 155,890 | 3,747 | 2.37% | 2.37% | 470 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | New | 151,182 | 3,741 | 0.25% | — | 471 | +151,182 | New | Q1 2026 | May 08, 2026 |
| ALTFEST L J & CO INC | History | Added to | 150,817 | 3,732 | 0.4% | 0.39% | 472 | +2,748 | 1.86% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 155,326 | 3,723 | 0.13% | 0.09% | 473 | +53,492 | 52.53% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 150,068 | 3,714 | 0.04% | 0.03% | 474 | +34,609 | 29.98% | Q1 2026 | Apr 20, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 146,851 | 3,691 | 2.98% | 2.07% | 475 | +35,034 | 31.33% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 147,900 | 3,660 | 0.0% | 0.02% | 476 | -5,771,030 | -97.5% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 147,759 | 3,657 | 0.39% | 0.37% | 477 | -2,386 | -1.59% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 151,643 | 3,645 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Port Capital LLC | History | Reduced | 146,692 | 3,630 | 0.16% | 0.15% | 479 | -200 | -0.14% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 146,673 | 3,629 | 0.06% | 0.06% | 480 | +21,376 | 17.06% | Q1 2026 | May 15, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 146,393 | 3,623 | 1.02% | 1.08% | 481 | -1,123 | -0.76% | Q1 2026 | Apr 08, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 146,056 | 3,614 | 1.02% | 1.0% | 482 | -145 | -0.1% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 144,228 | 3,569 | 0.1% | 0.09% | 483 | +7,235 | 5.28% | Q1 2026 | Apr 29, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 144,035 | 3,564 | 2.41% | 1.99% | 484 | +26,978 | 23.05% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 140,656 | 3,481 | 0.03% | 0.03% | 485 | -26,509 | -15.86% | Q1 2026 | May 13, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 140,520 | 3,477 | 1.18% | 1.4% | 487 | -52,923 | -27.36% | Q1 2026 | Apr 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 140,486 | 3,477 | 0.05% | 0.05% | 486 | -4,188 | -2.89% | Q1 2026 | Apr 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 140,429 | 3,475 | 0.0% | — | 488 | +140,429 | New | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Reduced | 139,736 | 3,458 | 0.08% | 0.07% | 489 | -1,835 | -1.3% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 138,959 | 3,439 | 0.05% | 0.06% | 490 | -14,592 | -9.5% | Q1 2026 | Apr 10, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 138,957 | 3,439 | 0.28% | 0.29% | 491 | -44 | -0.03% | Q1 2026 | May 05, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 138,588 | 3,430 | 3.52% | 3.43% | 492 | -206 | -0.15% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 137,847 | 3,411 | 0.35% | 1.72% | 493 | -644,142 | -82.37% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 135,407 | 3,351 | 0.13% | 0.2% | 494 | -95,779 | -41.43% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 131,334 | 3,250 | 0.17% | 0.15% | 495 | -5,563 | -4.06% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 129,822 | 3,213 | 0.2% | 0.17% | 496 | +15,537 | 13.59% | Q1 2026 | Apr 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 129,349 | 3,201 | 0.79% | — | 497 | +129,349 | New | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Reduced | 128,817 | 3,188 | 0.18% | 0.24% | 498 | -40,394 | -23.87% | Q1 2026 | May 04, 2026 |
| Evensky & Katz LLC | History | Reduced | 127,948 | 3,167 | 0.18% | 0.18% | 499 | -6,731 | -5.0% | Q1 2026 | Apr 22, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 126,767 | 3,137 | 0.35% | 0.32% | 500 | +7,686 | 6.45% | Q1 2026 | May 11, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 125,615 | 3,108 | 0.09% | 0.09% | 501 | -5,024 | -3.85% | Q1 2026 | May 13, 2026 |
| Dorato Capital Management | History | Added to | 118,143 | 3,092 | 2.28% | 2.2% | 502 | +772 | 0.66% | Q1 2026 | Apr 09, 2026 |
| Apex Wealth Management, LLC | History | New | 124,100 | 3,071 | 2.11% | — | 503 | +124,100 | New | Q1 2026 | Apr 15, 2026 |
| Embree Financial Group | History | Added to | 123,606 | 3,059 | 0.36% | 0.35% | 505 | +3,689 | 3.08% | Q1 2026 | Apr 23, 2026 |
| D.B. Root & Company, LLC | History | Added to | 123,607 | 3,059 | 0.73% | 0.72% | 504 | +1,114 | 0.91% | Q1 2026 | May 12, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 122,971 | 3,043 | 0.91% | 0.91% | 506 | -1,561 | -1.25% | Q1 2026 | May 05, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 122,753 | 3,038 | 0.1% | 0.11% | 507 | -3,502 | -2.77% | Q1 2026 | May 14, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 122,327 | 3,027 | 2.17% | 2.01% | 508 | -230 | -0.19% | Q1 2026 | May 12, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 121,035 | 2,995 | 1.41% | 1.26% | 509 | -2,271 | -1.84% | Q1 2026 | Apr 14, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 120,962 | 2,993 | 0.37% | 0.35% | 510 | -3,070 | -2.48% | Q1 2026 | May 06, 2026 |
| Expressive Wealth LLC | History | Added to | 108,642 | 2,973 | 2.83% | 2.44% | 511 | +14,444 | 15.33% | Q1 2026 | May 11, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 120,134 | 2,973 | 1.01% | 1.01% | 512 | -660 | -0.55% | Q1 2026 | May 04, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 120,079 | 2,971 | 0.33% | 0.33% | 513 | -528 | -0.44% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 123,831 | 2,968 | 0.09% | 0.09% | 514 | -4,730 | -3.68% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 123,188 | 2,961 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 118,819 | 2,940 | 0.82% | 0.83% | 516 | -1,512 | -1.26% | Q1 2026 | Apr 22, 2026 |
| ProVise Management Group, LLC | History | Reduced | 118,635 | 2,936 | 0.21% | 0.2% | 517 | -886 | -0.74% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 116,909 | 2,893 | 0.0% | 0.0% | 518 | -1,362 | -1.15% | Q1 2026 | May 08, 2026 |
| Fortune 45 LLC | History | New | 116,701 | 2,888 | 1.41% | — | 519 | +116,701 | New | Q1 2026 | Apr 28, 2026 |
| XY Planning Network, Inc. | History | Added to | 113,864 | 2,862 | 0.46% | 0.44% | 520 | +8,741 | 8.32% | Q1 2026 | Apr 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 115,011 | 2,846 | 0.31% | 0.33% | 521 | -6,548 | -5.39% | Q1 2026 | Apr 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 114,698 | 2,838 | 1.18% | 1.17% | 522 | -1,279 | -1.1% | Q1 2026 | Apr 21, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 114,518 | 2,834 | 0.78% | 0.77% | 523 | -2,067 | -1.77% | Q1 2026 | Apr 27, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 114,499 | 2,833 | 1.31% | 1.22% | 524 | +7,242 | 6.75% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 113,692 | 2,813 | 0.17% | 0.16% | 525 | +5,951 | 5.52% | Q1 2026 | May 13, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 113,482 | 2,808 | 0.65% | 0.65% | 526 | +2,053 | 1.84% | Q1 2026 | Apr 08, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 112,810 | 2,792 | 1.09% | 1.1% | 527 | +408 | 0.36% | Q1 2026 | May 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 112,702 | 2,789 | 0.66% | 0.61% | 528 | +7,506 | 7.14% | Q1 2026 | Apr 28, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 112,268 | 2,778 | 1.54% | 1.19% | 529 | +33,331 | 42.22% | Q1 2026 | Apr 16, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 110,444 | 2,733 | 0.18% | 0.17% | 530 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 109,769 | 2,716 | 0.83% | 1.42% | 531 | -78,215 | -41.61% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 112,785 | 2,711 | 0.05% | 0.05% | 532 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | Reduced | 109,332 | 2,705 | 0.18% | 0.32% | 533 | -81,725 | -42.78% | Q1 2026 | Apr 28, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 109,288 | 2,704 | 0.4% | 0.39% | 534 | -352 | -0.32% | Q1 2026 | Apr 23, 2026 |
| Stewardship Advisors, LLC | History | Added to | 108,872 | 2,694 | 0.62% | 0.55% | 535 | +9,450 | 9.5% | Q1 2026 | Apr 17, 2026 |
| IF Advisors, LLC | History | Added to | 108,455 | 2,684 | 1.9% | 1.53% | 536 | +30,090 | 38.4% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 107,408 | 2,658 | 0.05% | 0.04% | 537 | +21,095 | 24.44% | Q1 2026 | May 14, 2026 |
| VERITY Wealth Advisors | History | No change | 106,769 | 2,642 | 1.76% | 1.59% | 538 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CERTUITY, LLC | History | No change | 106,494 | 2,635 | 0.17% | 0.16% | 539 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 106,227 | 2,629 | 0.8% | 0.91% | 540 | -4,815 | -4.34% | Q1 2026 | May 05, 2026 |
| American Financial Advisors, LLC | History | Added to | 105,196 | 2,603 | 0.35% | 0.33% | 541 | +186 | 0.18% | Q1 2026 | May 13, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 104,755 | 2,592 | 0.85% | 0.89% | 543 | -698 | -0.66% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Added to | 104,731 | 2,592 | 0.13% | 0.12% | 542 | +393 | 0.38% | Q1 2026 | May 05, 2026 |
| Diversified Trust Co | History | Added to | 104,597 | 2,588 | 0.05% | 0.03% | 544 | +26,949 | 34.71% | Q1 2026 | Apr 16, 2026 |
| St. Louis Trust Co | History | No change | 104,310 | 2,581 | 0.3% | 0.29% | 545 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Omega Financial Group, LLC | History | Reduced | 103,639 | 2,565 | 0.83% | 0.84% | 546 | -2,151 | -2.03% | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | Added to | 102,114 | 2,527 | 0.16% | 0.15% | 547 | +351 | 0.34% | Q1 2026 | May 08, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 101,982 | 2,524 | 0.19% | 0.1% | 548 | +45,370 | 80.14% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 101,938 | 2,522 | 0.09% | 0.06% | 549 | +32,056 | 45.87% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Added to | 101,624 | 2,515 | 0.03% | 0.02% | 550 | +30,966 | 43.83% | Q1 2026 | Apr 16, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 101,401 | 2,509 | 1.86% | 1.76% | 551 | -194 | -0.19% | Q1 2026 | Apr 17, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 101,050 | 2,500 | 0.28% | 0.29% | 552 | -662 | -0.65% | Q1 2026 | Apr 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 100,838 | 2,495 | 0.01% | — | 554 | +100,838 | New | Q1 2026 | May 08, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 100,843 | 2,495 | 0.1% | 0.05% | 553 | +39,246 | 63.71% | Q1 2026 | May 14, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 100,277 | 2,481 | 0.2% | 0.18% | 555 | +11,336 | 12.75% | Q1 2026 | May 06, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 99,513 | 2,462 | 0.26% | 0.24% | 556 | +4,044 | 4.24% | Q1 2026 | Apr 22, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 99,033 | 2,451 | 0.82% | 0.74% | 557 | +6,896 | 7.48% | Q1 2026 | May 05, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 98,974 | 2,449 | 2.15% | 1.88% | 558 | +5,702 | 6.11% | Q1 2026 | May 01, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 98,767 | 2,444 | 2.15% | 1.78% | 559 | +12,211 | 14.11% | Q1 2026 | Apr 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 98,253 | 2,431 | 0.01% | — | 560 | +98,253 | New | Q1 2026 | May 08, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 96,526 | 2,389 | 0.3% | 0.31% | 561 | -6,217 | -6.05% | Q1 2026 | Apr 16, 2026 |
| BSW Wealth Partners | History | Reduced | 95,601 | 2,366 | 0.29% | 0.31% | 562 | -10,720 | -10.08% | Q1 2026 | Apr 14, 2026 |
| VANGUARD GROUP INC | History | No change | 98,201 | 2,360 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 94,752 | 2,345 | 0.46% | 0.43% | 564 | -123 | -0.13% | Q1 2026 | Apr 16, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 93,974 | 2,325 | 1.1% | 1.07% | 565 | -1,882 | -1.96% | Q1 2026 | Apr 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 93,919 | 2,324 | 1.41% | 1.32% | 567 | +1,955 | 2.13% | Q1 2026 | Apr 22, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 93,916 | 2,324 | 0.45% | 0.44% | 566 | -661 | -0.7% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 93,471 | 2,313 | 0.13% | 0.17% | 568 | -27,549 | -22.76% | Q1 2026 | Apr 30, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 93,442 | 2,312 | 0.64% | 0.63% | 569 | -1,120 | -1.18% | Q1 2026 | Apr 14, 2026 |
| COMMERCE BANK | History | Added to | 92,177 | 2,281 | 0.01% | 0.01% | 570 | +34,892 | 60.91% | Q1 2026 | May 11, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 91,849 | 2,273 | 0.4% | 0.74% | 571 | -124,284 | -57.5% | Q1 2026 | May 15, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 91,194 | 2,256 | 0.11% | 1.62% | 572 | -2,110 | -2.26% | Q1 2026 | Apr 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 90,968 | 2,251 | 0.63% | 0.67% | 573 | -4,407 | -4.62% | Q1 2026 | Apr 16, 2026 |
| NorthRock Partners, LLC | History | Added to | 90,907 | 2,249 | 0.04% | 0.03% | 574 | +11,226 | 14.09% | Q1 2026 | May 15, 2026 |
| Kearns & Associates LLC | History | Added to | 90,280 | 2,234 | 1.2% | 1.09% | 575 | +2,270 | 2.58% | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | Added to | 90,128 | 2,230 | 0.07% | 0.05% | 576 | +43,562 | 93.55% | Q1 2026 | Apr 29, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 89,527 | 2,215 | 0.07% | 0.06% | 577 | +10,118 | 12.74% | Q1 2026 | Apr 30, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 89,369 | 2,211 | 0.31% | 0.29% | 578 | +2,030 | 2.32% | Q1 2026 | Apr 13, 2026 |
| True North Advisors, LLC | History | Reduced | 89,195 | 2,207 | 0.25% | 0.29% | 579 | -4,220 | -4.52% | Q1 2026 | May 07, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 88,599 | 2,192 | 1.72% | 1.81% | 580 | -2,035 | -2.25% | Q1 2026 | Apr 28, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 87,828 | 2,173 | 0.67% | 3.13% | 581 | -337,175 | -79.33% | Q1 2026 | Apr 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 87,661 | 2,169 | 0.04% | 0.02% | 582 | +45,020 | 105.58% | Q1 2026 | Apr 27, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 86,756 | 2,147 | 0.38% | 0.43% | 583 | +3,429 | 4.12% | Q1 2026 | Apr 28, 2026 |
| AWM CAPITAL, LLC | History | No change | 85,852 | 2,124 | 0.19% | 0.19% | 584 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 85,603 | 2,118 | 0.03% | 0.03% | 585 | +452 | 0.53% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 84,797 | 2,098 | 0.02% | 0.03% | 586 | -7,014 | -7.64% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 84,620 | 2,094 | 0.08% | 0.05% | 587 | +71,044 | 523.31% | Q1 2026 | May 14, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 84,349 | 2,087 | 0.59% | 0.54% | 588 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 84,305 | 2,086 | 0.97% | 0.94% | 589 | +1,296 | 1.56% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 84,214 | 2,084 | 0.06% | 0.04% | 590 | +25,570 | 43.6% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 84,174 | 2,083 | 0.01% | 0.01% | 591 | +3,539 | 4.39% | Q1 2026 | May 08, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 82,914 | 2,052 | 0.3% | 0.31% | 592 | -463 | -0.56% | Q1 2026 | May 11, 2026 |
| Beacon Capital Management, LLC | History | Added to | 82,197 | 2,034 | 0.36% | 0.14% | 593 | +44,907 | 120.43% | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 76,020 | 2,034 | 0.81% | 0.75% | 594 | +2,338 | 3.17% | Q1 2026 | Apr 27, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 82,141 | 2,032 | 0.61% | 0.62% | 595 | -264 | -0.32% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 81,897 | 2,026 | 0.04% | 0.01% | 596 | +69,893 | 582.25% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 81,478 | 2,016 | 0.0% | 0.01% | 597 | -1,325,504 | -94.21% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 80,107 | 2,013 | 0.41% | 0.29% | 598 | +41,174 | 105.76% | Q1 2026 | May 11, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 81,315 | 2,012 | 0.24% | 0.22% | 599 | +10,981 | 15.61% | Q1 2026 | Apr 24, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 81,061 | 2,006 | 0.13% | — | 600 | +81,061 | New | Q1 2026 | Apr 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 80,880 | 2,001 | 0.11% | 0.09% | 601 | +9,473 | 13.27% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 80,580 | 1,994 | 0.0% | 0.0% | 602 | +165 | 0.21% | Q1 2026 | Apr 22, 2026 |
| FF Advisors,LLC | History | Added to | 75,971 | 1,985 | 0.8% | 0.61% | 603 | +18,666 | 32.57% | Q1 2026 | Apr 27, 2026 |
| Pflug Koory, LLC | History | Added to | 79,765 | 1,974 | 0.9% | 0.69% | 604 | +18,383 | 29.95% | Q1 2026 | Apr 21, 2026 |
| Axos Invest Inc. | History | Reduced | 79,510 | 1,967 | 1.49% | 1.87% | 605 | -26,496 | -24.99% | Q1 2026 | May 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 79,348 | 1,963 | 0.11% | 0.1% | 606 | +2,113 | 2.74% | Q1 2026 | May 06, 2026 |
| WJ Financial Advisors LLC | History | Added to | 79,132 | 1,958 | 1.58% | 1.34% | 607 | +16,621 | 26.59% | Q1 2026 | May 04, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 78,298 | 1,937 | 1.11% | 1.09% | 608 | -2,003 | -2.49% | Q1 2026 | Apr 22, 2026 |
| Owen LaRue, LLC | History | Reduced | 78,154 | 1,934 | 0.74% | 0.72% | 609 | -608 | -0.77% | Q1 2026 | Apr 30, 2026 |
| HC Advisors, LLC | History | Reduced | 77,840 | 1,926 | 1.29% | 1.32% | 610 | -1,631 | -2.05% | Q1 2026 | May 05, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 77,734 | 1,923 | 0.54% | 0.51% | 611 | +50 | 0.06% | Q1 2026 | Apr 20, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 77,353 | 1,914 | 0.5% | 0.43% | 612 | -201 | -0.26% | Q1 2026 | May 11, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 79,156 | 1,902 | 0.21% | 0.21% | 613 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 76,602 | 1,895 | 0.12% | 0.13% | 614 | -4,073 | -5.05% | Q1 2026 | Apr 15, 2026 |
| Carrera Capital Advisors | History | Reduced | 76,091 | 1,883 | 0.29% | 0.32% | 615 | -1,872 | -2.4% | Q1 2026 | May 04, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 75,802 | 1,876 | 0.42% | 0.44% | 616 | -4,802 | -5.96% | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Added to | 69,693 | 1,873 | 0.03% | 0.03% | 617 | +2,241 | 3.32% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 75,546 | 1,869 | 0.0% | 0.0% | 618 | +4,433 | 6.23% | Q1 2026 | May 13, 2026 |
| Aspen Investment Management Inc | History | Reduced | 75,059 | 1,858 | 0.57% | 0.55% | 619 | -400 | -0.53% | Q1 2026 | Apr 15, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 74,912 | 1,854 | 0.53% | 0.53% | 620 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 73,832 | 1,827 | 0.21% | 0.2% | 621 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Added to | 73,702 | 1,824 | 0.01% | 0.01% | 622 | +12,898 | 21.21% | Q1 2026 | May 11, 2026 |
| May Hill Capital, LLC | History | Reduced | 73,602 | 1,821 | 0.46% | 0.48% | 623 | -317 | -0.43% | Q1 2026 | May 06, 2026 |
| Gambit Capital Management, LLC | History | Added to | 73,364 | 1,815 | 1.25% | 0.91% | 624 | +20,252 | 38.13% | Q1 2026 | May 14, 2026 |
| Lee Financial Co | History | Reduced | 73,266 | 1,813 | 0.26% | 0.24% | 625 | -312 | -0.42% | Q1 2026 | Apr 13, 2026 |
| Cynosure Group, LLC | History | No change | 72,811 | 1,802 | 0.23% | 0.18% | 626 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Unify Financial Advisors | History | Added to | 72,276 | 1,788 | 1.86% | 1.76% | 627 | +2,006 | 2.85% | Q1 2026 | Apr 23, 2026 |
| Geometric Wealth Advisors | History | Added to | 71,881 | 1,779 | 0.22% | 0.14% | 628 | +25,397 | 54.64% | Q1 2026 | May 13, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 71,548 | 1,770 | 2.16% | 1.85% | 629 | -150 | -0.21% | Q1 2026 | May 05, 2026 |
| Brio Consultants, LLC | History | Reduced | 66,256 | 1,765 | 0.22% | 0.22% | 630 | -3,682 | -5.26% | Q1 2026 | May 06, 2026 |
| Elevated Financial Group LLC | History | Reduced | 70,900 | 1,754 | 0.57% | 0.64% | 631 | -6,617 | -8.54% | Q1 2026 | May 11, 2026 |
| Private Capital Management, LLC | History | Reduced | 70,727 | 1,750 | 0.17% | 0.16% | 632 | -2,040 | -2.8% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 70,529 | 1,745 | 0.2% | 0.16% | 633 | +8,206 | 13.17% | Q1 2026 | Apr 24, 2026 |
| Brickley Wealth Management | History | Reduced | 70,380 | 1,741 | 0.3% | 0.3% | 634 | -4,010 | -5.39% | Q1 2026 | May 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 72,277 | 1,737 | 0.11% | 0.11% | 635 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 70,139 | 1,735 | 0.05% | 0.05% | 636 | -840 | -1.18% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 69,728 | 1,725 | 0.01% | — | 637 | +69,728 | New | Q1 2026 | May 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 69,082 | 1,709 | 0.22% | 0.21% | 638 | -310 | -0.45% | Q1 2026 | May 08, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 68,596 | 1,697 | 0.23% | 0.2% | 639 | +5,700 | 9.06% | Q1 2026 | Apr 07, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 68,413 | 1,693 | 0.14% | 0.13% | 640 | -88 | -0.13% | Q1 2026 | May 07, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 68,271 | 1,689 | 0.09% | 0.1% | 641 | -7,706 | -10.14% | Q1 2026 | Apr 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 67,341 | 1,666 | 0.02% | 0.02% | 642 | +2,526 | 3.9% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 67,140 | 1,661 | 0.0% | 0.0% | 643 | +34,816 | 107.71% | Q1 2026 | May 05, 2026 |
| Diversified Investment Strategies, LLC | History | Reduced | 66,745 | 1,651 | 1.05% | 1.05% | 644 | -100 | -0.15% | Q1 2026 | Apr 30, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 66,458 | 1,644 | 0.56% | 0.62% | 645 | -9,010 | -11.94% | Q1 2026 | Apr 01, 2026 |
| One Capital Management, LLC | History | Added to | 66,421 | 1,643 | 0.05% | 0.04% | 646 | +6,554 | 10.95% | Q1 2026 | May 12, 2026 |
| GM Advisory Group, LLC | History | Added to | 65,060 | 1,610 | 0.06% | 0.02% | 647 | +45,561 | 233.66% | Q1 2026 | Apr 28, 2026 |
| Great Waters Wealth Management | History | Reduced | 65,042 | 1,609 | 0.17% | 0.18% | 648 | -4,609 | -6.62% | Q1 2026 | Apr 17, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 64,938 | 1,607 | 0.99% | 0.92% | 649 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 75,556 | 1,588 | 0.32% | 0.08% | 650 | +47,698 | 171.22% | Q1 2026 | May 14, 2026 |
| TFO Wealth Partners, LLC | History | No change | 63,817 | 1,579 | 0.21% | 0.23% | 651 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Planned Solutions, Inc. | History | Added to | 63,756 | 1,577 | 0.52% | 0.49% | 652 | +723 | 1.15% | Q1 2026 | Apr 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 63,379 | 1,568 | 0.02% | 0.02% | 653 | +3,422 | 5.71% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 63,248 | 1,565 | 0.0% | 0.0% | 654 | +1,680 | 2.73% | Q1 2026 | May 15, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 62,500 | 1,546 | 0.2% | 0.19% | 655 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 58,796 | 1,544 | 0.52% | 0.47% | 656 | +438 | 0.75% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 62,204 | 1,539 | 0.07% | 0.05% | 657 | +21,641 | 53.35% | Q1 2026 | May 12, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 62,195 | 1,539 | 0.8% | 0.82% | 658 | +159 | 0.26% | Q1 2026 | Apr 22, 2026 |
| Clark Asset Management, LLC | History | Added to | 62,122 | 1,537 | 0.14% | 0.15% | 659 | +519 | 0.84% | Q1 2026 | Apr 16, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 62,071 | 1,536 | 0.05% | 0.05% | 660 | -2,203 | -3.43% | Q1 2026 | May 05, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 62,007 | 1,534 | 0.14% | 0.17% | 661 | -319 | -0.51% | Q1 2026 | May 12, 2026 |
| White Pine Investment CO | History | Reduced | 61,189 | 1,514 | 0.35% | 0.36% | 662 | -1,586 | -2.53% | Q1 2026 | Apr 20, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 61,115 | 1,512 | 0.83% | 0.69% | 664 | +8,137 | 15.36% | Q1 2026 | Apr 21, 2026 |
| Anchor Investment Management, LLC | History | Added to | 61,119 | 1,512 | 0.13% | 0.12% | 663 | +56 | 0.09% | Q1 2026 | May 01, 2026 |
| Westmount Partners, LLC | History | Added to | 60,797 | 1,504 | 0.37% | 0.36% | 665 | +386 | 0.64% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 60,516 | 1,497 | 0.01% | 0.01% | 666 | +57 | 0.09% | Q1 2026 | Apr 29, 2026 |
| FDx Advisors, Inc. | History | Reduced | 60,449 | 1,496 | 0.48% | 0.76% | 667 | -1,487 | -2.4% | Q1 2026 | May 01, 2026 |
| Claro Advisors Inc. | History | Added to | 60,269 | 1,491 | 0.18% | 0.09% | 668 | +31,651 | 110.6% | Q1 2026 | Apr 21, 2026 |
| WLTH Capital Management, LLC | History | Reduced | 59,750 | 1,478 | 1.16% | 1.23% | 669 | -77 | -0.13% | Q1 2026 | Apr 10, 2026 |
| Continuum Advisory, LLC | History | Reduced | 59,411 | 1,470 | 0.14% | 0.14% | 670 | -27 | -0.05% | Q1 2026 | Apr 22, 2026 |
| Investment Advisory Group, LLC | History | Added to | 59,070 | 1,461 | 0.37% | 0.23% | 671 | +21,456 | 57.04% | Q1 2026 | Apr 22, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 58,104 | 1,438 | 0.16% | 0.17% | 672 | -5,215 | -8.24% | Q1 2026 | May 11, 2026 |
| RCW Management, LLC | History | Added to | 57,864 | 1,432 | 1.47% | 1.36% | 673 | +1,635 | 2.91% | Q1 2026 | Apr 15, 2026 |
| Plan A Wealth LLC | History | Added to | 57,481 | 1,422 | 0.68% | 0.65% | 674 | +2,426 | 4.41% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Added to | 57,417 | 1,421 | 0.32% | 0.32% | 675 | +1,062 | 1.88% | Q1 2026 | Apr 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 58,942 | 1,419 | 0.01% | 0.01% | 676 | +14,196 | 31.73% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 58,601 | 1,408 | 0.09% | 0.09% | 677 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 56,815 | 1,406 | 0.03% | 0.03% | 678 | -1,746 | -2.98% | Q1 2026 | Apr 14, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Added to | 56,794 | 1,405 | 1.29% | 1.19% | 679 | +3,159 | 5.89% | Q1 2026 | Apr 21, 2026 |
| Frisco Financial Planning LLC | History | Reduced | 56,406 | 1,396 | 1.15% | 1.16% | 680 | -1,208 | -2.1% | Q1 2026 | May 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 53,264 | 1,394 | 0.19% | 0.13% | 681 | +16,172 | 43.6% | Q1 2026 | Apr 13, 2026 |
| Keel Point, LLC | History | No change | 57,857 | 1,390 | 0.08% | 0.08% | 682 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rossmore Private Capital | History | No change | 56,094 | 1,388 | 0.12% | 0.12% | 683 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 55,784 | 1,380 | 0.02% | 0.01% | 684 | +24,994 | 81.18% | Q1 2026 | Apr 28, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 55,736 | 1,379 | 0.07% | 0.07% | 685 | +400 | 0.72% | Q1 2026 | May 15, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 55,705 | 1,378 | 0.77% | 0.66% | 686 | +957 | 1.75% | Q1 2026 | May 07, 2026 |
| United Advisor Group, LLC | History | Added to | 55,227 | 1,366 | 0.17% | 0.13% | 687 | +13,241 | 31.54% | Q1 2026 | Apr 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 55,078 | 1,363 | 0.72% | 0.69% | 688 | -160 | -0.29% | Q1 2026 | Apr 22, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 55,022 | 1,361 | 0.12% | 0.13% | 689 | -1,691 | -2.98% | Q1 2026 | Apr 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 54,755 | 1,355 | 0.02% | 0.02% | 690 | +3,551 | 6.94% | Q1 2026 | Apr 20, 2026 |
| Indivisible Partners | History | Added to | 54,689 | 1,353 | 0.12% | 0.13% | 691 | +3,225 | 6.27% | Q1 2026 | Apr 30, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 54,599 | 1,351 | 0.25% | 0.27% | 692 | -1,826 | -3.24% | Q1 2026 | Apr 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 54,260 | 1,342 | 0.16% | 0.14% | 693 | +6,995 | 14.8% | Q1 2026 | Apr 27, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 54,010 | 1,336 | 0.03% | 0.02% | 694 | +12,996 | 31.69% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 53,675 | 1,328 | 0.02% | 0.02% | 695 | +2,693 | 5.28% | Q1 2026 | Apr 17, 2026 |
| Trek Financial, LLC | History | Added to | 53,637 | 1,327 | 0.07% | 0.02% | 696 | +42,319 | 373.91% | Q1 2026 | May 13, 2026 |
| Victrix Investment Advisors | History | Reduced | 53,447 | 1,322 | 0.48% | 0.53% | 698 | -3,558 | -6.24% | Q1 2026 | Apr 09, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 53,418 | 1,322 | 1.23% | 1.2% | 697 | -80 | -0.15% | Q1 2026 | Apr 24, 2026 |
| Lewis Asset Management, LLC | History | Added to | 52,875 | 1,308 | 0.53% | 0.45% | 699 | +7,387 | 16.24% | Q1 2026 | Apr 21, 2026 |
| Fonville Wealth Management LLC | History | Added to | 52,795 | 1,306 | 0.25% | 0.25% | 700 | +1,028 | 1.99% | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 52,409 | 1,297 | 0.03% | 0.01% | 701 | +41,371 | 374.81% | Q1 2026 | Apr 07, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 52,323 | 1,295 | 0.51% | 0.49% | 702 | +1,909 | 3.79% | Q1 2026 | Apr 17, 2026 |
| Brucke Financial, Inc. | History | Added to | 52,129 | 1,290 | 0.65% | 0.46% | 703 | +17,085 | 48.75% | Q1 2026 | Apr 10, 2026 |
| 71 West Capital Partners | History | New | 52,061 | 1,288 | 0.06% | — | 704 | +52,061 | New | Q1 2026 | May 06, 2026 |
| American Investment Services, Inc. | History | No change | 51,951 | 1,285 | 0.29% | 0.29% | 705 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 51,826 | 1,282 | 0.79% | 0.8% | 706 | -4,225 | -7.54% | Q1 2026 | May 14, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 51,579 | 1,276 | 0.26% | 0.25% | 707 | -3,318 | -6.04% | Q1 2026 | Apr 16, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 51,438 | 1,273 | 0.84% | 0.8% | 708 | +450 | 0.88% | Q1 2026 | May 18, 2026 |
| Oath Planning, LLC | History | No change | 51,280 | 1,269 | 1.13% | 1.22% | 709 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Weaver Capital Management LLC | History | No change | 51,036 | 1,263 | 0.27% | 0.26% | 710 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ignite Planners, LLC | History | Added to | 50,900 | 1,259 | 0.19% | 0.05% | 711 | +37,481 | 279.31% | Q1 2026 | Apr 17, 2026 |
| DV Trading LLC | History | Reduced | 50,800 | 1,257 | 0.03% | 0.04% | 712 | -6,100 | -10.72% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 50,770 | 1,256 | 0.42% | 0.25% | 714 | +17,642 | 53.25% | Q1 2026 | May 21, 2026 |
| Citrine Capital LLC | History | No change | 50,766 | 1,256 | 0.54% | 0.57% | 713 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 50,433 | 1,248 | 0.05% | 0.06% | 715 | -1,542 | -2.97% | Q1 2026 | Apr 28, 2026 |
| Eagle Strategies LLC | History | Added to | 50,273 | 1,244 | 0.15% | 0.04% | 716 | +36,584 | 267.25% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 50,211 | 1,242 | 0.03% | 0.03% | 717 | -1,512 | -2.92% | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 50,012 | 1,237 | 0.57% | 0.54% | 718 | +2,573 | 5.42% | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 49,959 | 1,236 | 0.04% | 0.04% | 719 | -1,457 | -2.83% | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | No change | 49,873 | 1,234 | 1.19% | 1.18% | 720 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 49,798 | 1,232 | 0.58% | 0.57% | 721 | -2,658 | -5.07% | Q1 2026 | May 12, 2026 |
| Successful Portfolios LLC | History | Added to | 49,890 | 1,230 | 0.68% | 0.57% | 722 | +4,543 | 10.02% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 49,460 | 1,224 | 0.15% | 0.11% | 723 | +10,932 | 28.37% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 49,107 | 1,215 | 0.01% | 0.01% | 725 | +9,825 | 25.01% | Q1 2026 | May 13, 2026 |
| Aspen Grove Capital, LLC | History | No change | 49,116 | 1,215 | 0.24% | 0.2% | 724 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 48,776 | 1,207 | 0.06% | 0.06% | 726 | -230 | -0.47% | Q1 2026 | Apr 24, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 48,609 | 1,203 | 0.06% | 0.06% | 727 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 48,565 | 1,201 | 0.37% | 0.35% | 728 | -122 | -0.25% | Q1 2026 | Apr 17, 2026 |
| Klingman & Associates, LLC | History | Reduced | 48,341 | 1,196 | 0.06% | 0.06% | 729 | -1,100 | -2.22% | Q1 2026 | May 14, 2026 |
| Code Waechter LLC | History | Reduced | 48,277 | 1,194 | 0.71% | 0.77% | 730 | -1,429 | -2.87% | Q1 2026 | Apr 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 48,186 | 1,192 | 0.02% | 0.02% | 731 | -1,756 | -3.52% | Q1 2026 | May 05, 2026 |
| Wernau Asset Management Inc. | History | Added to | 48,125 | 1,191 | 0.83% | 0.6% | 732 | +1,585 | 3.41% | Q1 2026 | Apr 22, 2026 |
| Avant Financial Advisors LLC | History | Added to | 48,076 | 1,189 | 0.84% | 0.78% | 733 | +2,907 | 6.44% | Q1 2026 | Apr 23, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 47,759 | 1,182 | 0.17% | 0.17% | 734 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 47,588 | 1,177 | 0.33% | 0.29% | 735 | +1,892 | 4.14% | Q1 2026 | May 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 47,398 | 1,173 | 0.02% | 0.02% | 736 | -1,663 | -3.39% | Q1 2026 | May 13, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 47,286 | 1,170 | 0.82% | 0.62% | 737 | +4,422 | 10.32% | Q1 2026 | Apr 30, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 46,663 | 1,154 | 0.45% | 0.48% | 738 | -2,545 | -5.17% | Q1 2026 | May 11, 2026 |
| DAVIDSON TRUST CO | History | New | 46,370 | 1,147 | 0.49% | — | 739 | +46,370 | New | Q1 2026 | Apr 20, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 45,920 | 1,136 | 0.13% | 0.13% | 740 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Orographic Financial Advisors, LLC | History | New | 45,789 | 1,133 | 0.8% | — | 741 | +45,789 | New | Q1 2026 | May 19, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 45,400 | 1,123 | 0.08% | 0.11% | 742 | -3,240 | -6.66% | Q1 2026 | May 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 45,000 | 1,113 | 0.07% | — | 743 | +45,000 | New | Q1 2026 | May 08, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 41,704 | 1,100 | 0.17% | 0.17% | 744 | -267 | -0.64% | Q1 2026 | Apr 23, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 40,928 | 1,100 | 0.08% | 0.07% | 745 | -190 | -0.46% | Q1 2026 | Apr 29, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 44,373 | 1,098 | 0.73% | 0.69% | 746 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 44,225 | 1,094 | 0.61% | 0.61% | 747 | -1,485 | -3.25% | Q1 2026 | Apr 28, 2026 |
| LTG Capital LLC | History | Reduced | 44,089 | 1,091 | 0.83% | 0.83% | 748 | -98 | -0.22% | Q1 2026 | May 15, 2026 |
| SUMMITRY LLC | History | No change | 44,049 | 1,090 | 0.04% | 0.04% | 749 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 43,190 | 1,068 | 0.19% | 0.19% | 750 | -800 | -1.82% | Q1 2026 | May 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 43,088 | 1,066 | 0.09% | 0.08% | 751 | +155 | 0.36% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 42,857 | 1,060 | 0.26% | 0.26% | 752 | -2,400 | -5.3% | Q1 2026 | May 01, 2026 |
| Valued Retirements, Inc. | History | Reduced | 42,673 | 1,056 | 1.03% | 1.04% | 754 | -1,620 | -3.66% | Q1 2026 | May 13, 2026 |
| Ironwood Financial, llc | History | Reduced | 42,696 | 1,056 | 0.18% | 0.18% | 753 | -28 | -0.07% | Q1 2026 | Apr 16, 2026 |
| BFSG, LLC | History | Reduced | 42,620 | 1,054 | 0.1% | 0.1% | 755 | -178 | -0.42% | Q1 2026 | Apr 28, 2026 |
| Aprio Wealth Management, LLC | History | New | 42,505 | 1,051 | 0.06% | — | 756 | +42,505 | New | Q1 2026 | May 11, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 42,292 | 1,046 | 0.04% | 0.05% | 757 | -6,930 | -14.08% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 42,091 | 1,041 | 0.02% | 0.02% | 758 | +5,375 | 14.64% | Q1 2026 | May 15, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 41,819 | 1,035 | 0.59% | 0.56% | 759 | +1,162 | 2.86% | Q1 2026 | May 01, 2026 |
| Forum Financial Management, LP | History | Reduced | 41,725 | 1,032 | 0.01% | 0.01% | 760 | -2,249 | -5.11% | Q1 2026 | Apr 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 41,603 | 1,029 | 0.05% | 0.07% | 761 | -10,824 | -20.65% | Q1 2026 | Apr 15, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 41,478 | 1,026 | 0.7% | 0.45% | 762 | +13,929 | 50.56% | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 41,432 | 1,025 | 0.03% | 0.04% | 763 | -6,166 | -12.95% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | New | 38,649 | 1,024 | 0.06% | — | 764 | +38,649 | New | Q1 2026 | Apr 20, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 41,315 | 1,022 | 0.47% | 0.7% | 766 | +30,244 | 273.18% | Q1 2026 | Apr 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 41,311 | 1,022 | 0.02% | 0.02% | 765 | +9,861 | 31.35% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 41,152 | 1,018 | 0.05% | 0.08% | 768 | -22,006 | -34.84% | Q1 2026 | May 15, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 41,155 | 1,018 | 0.2% | 0.19% | 767 | +2,984 | 7.82% | Q1 2026 | May 12, 2026 |
| Fielder Capital Group LLC | History | No change | 40,959 | 1,013 | 0.22% | 0.21% | 769 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 40,845 | 1,010 | 0.29% | 0.29% | 770 | +12 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Greenline Partners, LLC | History | Added to | 40,566 | 1,004 | 0.11% | 0.11% | 771 | +197 | 0.49% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 40,437 | 1,000 | 0.2% | 0.22% | 772 | -9,916 | -19.69% | Q1 2026 | Apr 08, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 40,085 | 992 | 0.71% | 0.66% | 773 | +699 | 1.77% | Q1 2026 | May 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 39,879 | 986 | 0.09% | — | 774 | +39,879 | New | Q1 2026 | May 06, 2026 |
| Dakota Wealth Management | History | Added to | 39,626 | 980 | 0.02% | 0.02% | 775 | +1,570 | 4.13% | Q1 2026 | May 07, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 39,495 | 977 | 0.18% | 0.14% | 776 | +9,646 | 32.32% | Q1 2026 | May 06, 2026 |
| JDM Financial Group LLC | History | Added to | 39,187 | 969 | 0.37% | 0.14% | 778 | +24,350 | 164.12% | Q1 2026 | May 20, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 39,174 | 969 | 0.01% | 0.01% | 777 | +4,232 | 12.11% | Q1 2026 | Apr 23, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 38,988 | 964 | 0.14% | 0.14% | 779 | -148 | -0.38% | Q1 2026 | Apr 24, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 38,790 | 960 | 0.0% | 0.0% | 780 | -2,030 | -4.97% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 38,794 | 960 | 0.03% | 0.03% | 781 | +1,905 | 5.16% | Q1 2026 | Apr 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 38,777 | 959 | 0.05% | 0.05% | 782 | +980 | 2.59% | Q1 2026 | Apr 09, 2026 |
| Princeton Global Asset Management LLC | History | No change | 38,746 | 958 | 0.16% | 0.15% | 783 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 38,504 | 952 | 0.0% | 0.0% | 784 | +17,251 | 81.17% | Q1 2026 | May 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 38,503 | 952 | 0.62% | 0.81% | 785 | -9,083 | -19.09% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 38,379 | 949 | 0.0% | 0.0% | 786 | +14,962 | 63.89% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 39,472 | 948 | 0.03% | 0.03% | 787 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 38,291 | 947 | 0.22% | 0.21% | 788 | +2,852 | 8.05% | Q1 2026 | Apr 17, 2026 |
| Vantage Financial Partners, LLC | History | No change | 39,147 | 941 | 0.19% | 0.19% | 789 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RCS Financial Planning, LLC | History | Added to | 37,981 | 940 | 0.49% | 0.29% | 790 | +10,305 | 37.23% | Q1 2026 | Apr 21, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 37,744 | 934 | 0.09% | 0.09% | 791 | +407 | 1.09% | Q1 2026 | May 13, 2026 |
| RMR Wealth Builders | History | Reduced | 37,725 | 933 | 0.07% | 0.07% | 792 | -88 | -0.23% | Q1 2026 | Apr 22, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 37,384 | 925 | 0.49% | 0.44% | 793 | +4,856 | 14.93% | Q1 2026 | May 01, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 37,307 | 923 | 0.1% | 0.09% | 794 | -483 | -1.28% | Q1 2026 | May 12, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 37,214 | 921 | 0.16% | 0.16% | 795 | -516 | -1.37% | Q1 2026 | Apr 07, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 37,098 | 918 | 0.22% | 0.2% | 796 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 36,870 | 912 | 0.0% | 0.0% | 797 | +421 | 1.16% | Q1 2026 | Apr 24, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 36,843 | 911 | 0.54% | 0.52% | 798 | -1,609 | -4.18% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 36,731 | 909 | 0.49% | 0.47% | 799 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 36,680 | 907 | 0.45% | 0.39% | 800 | +5,591 | 17.98% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Added to | 36,644 | 906 | 0.03% | 0.02% | 801 | +8,933 | 32.24% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 36,591 | 905 | 0.03% | 0.02% | 802 | +4,958 | 15.67% | Q1 2026 | May 12, 2026 |
| Biltmore Family Office, LLC | History | Added to | 36,212 | 896 | 0.13% | 0.12% | 803 | +24 | 0.07% | Q1 2026 | May 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 36,185 | 895 | 0.03% | 0.02% | 805 | +11,614 | 47.27% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 36,187 | 895 | 0.02% | 0.02% | 804 | -142 | -0.39% | Q1 2026 | May 15, 2026 |
| Manuka Financial, LLC | History | No change | 35,960 | 890 | 0.55% | 0.54% | 806 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 35,948 | 889 | 0.18% | 0.14% | 807 | +8,682 | 31.84% | Q1 2026 | May 01, 2026 |
| PROTECTIVE LIFE CORP | History | New | 35,823 | 886 | 2.95% | — | 808 | +35,823 | New | Q1 2026 | May 13, 2026 |
| Wolff Financial Management LLC | History | No change | 35,777 | 885 | 0.2% | 0.19% | 809 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Daytona Street Capital LLC | History | Added to | 34,697 | 878 | 0.68% | 0.57% | 810 | +4,095 | 13.38% | Q1 2026 | Apr 10, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 35,345 | 874 | 0.14% | 0.14% | 811 | -17 | -0.05% | Q1 2026 | May 06, 2026 |
| Flower City Capital | History | No change | 35,335 | 874 | 0.44% | 0.43% | 812 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Empowered Funds, LLC | History | New | 35,257 | 872 | 0.01% | — | 813 | +35,257 | New | Q1 2026 | May 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 34,931 | 864 | 0.1% | 0.11% | 815 | -6,233 | -15.14% | Q1 2026 | Apr 24, 2026 |
| PDS Planning, Inc | History | Added to | 34,949 | 864 | 0.06% | 0.06% | 814 | +399 | 1.15% | Q1 2026 | Apr 21, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 34,811 | 861 | 0.05% | 0.04% | 816 | +5,572 | 19.06% | Q1 2026 | Apr 27, 2026 |
| Legacy Bridge, LLC | History | Added to | 34,588 | 856 | 0.33% | 0.31% | 817 | +2,492 | 7.76% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 34,128 | 844 | 0.06% | 0.06% | 818 | -2,069 | -5.72% | Q1 2026 | May 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 34,004 | 841 | 0.3% | 0.27% | 819 | +2,152 | 6.76% | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | Added to | 33,913 | 839 | 0.28% | 0.27% | 820 | +180 | 0.53% | Q1 2026 | May 19, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 33,470 | 828 | 0.57% | 0.56% | 821 | -470 | -1.38% | Q1 2026 | Apr 08, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 33,395 | 826 | 0.05% | 0.05% | 822 | -3,348 | -9.11% | Q1 2026 | May 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 33,285 | 823 | 0.28% | 0.31% | 823 | +694 | 2.13% | Q1 2026 | May 14, 2026 |
| Jacobs Equity LLC | History | Added to | 33,110 | 819 | 0.73% | 0.48% | 825 | +12,308 | 59.17% | Q1 2026 | May 14, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 33,120 | 819 | 0.79% | 0.8% | 824 | +530 | 1.63% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 33,051 | 818 | 0.08% | 0.1% | 826 | -25 | -0.08% | Q1 2026 | Apr 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 33,000 | 816 | 0.0% | 0.0% | 827 | -13,500 | -29.03% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 32,731 | 810 | 0.01% | 0.01% | 828 | -1,022 | -3.03% | Q1 2026 | Apr 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 32,654 | 808 | 0.05% | 0.02% | 829 | +22,447 | 219.92% | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | Reduced | 32,572 | 806 | 0.03% | 0.08% | 830 | -66,863 | -67.24% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 32,318 | 800 | 0.04% | 0.03% | 831 | +1,577 | 5.13% | Q1 2026 | May 18, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 32,300 | 799 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 32,150 | 795 | 0.1% | 0.09% | 833 | -2,527 | -7.29% | Q1 2026 | Apr 09, 2026 |
| Single Point Partners, LLC | History | No change | 32,105 | 794 | 0.16% | 0.15% | 834 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 31,986 | 791 | 0.01% | 0.02% | 835 | -8,422 | -20.84% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 31,840 | 788 | 0.02% | 0.01% | 836 | +1,756 | 5.84% | Q1 2026 | Apr 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 31,806 | 787 | 0.45% | 0.43% | 837 | +500 | 1.6% | Q1 2026 | Apr 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 31,788 | 786 | 0.01% | 0.01% | 838 | -2,668 | -7.74% | Q1 2026 | May 08, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 31,786 | 786 | 0.05% | 0.05% | 839 | -644 | -1.99% | Q1 2026 | Apr 30, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 31,792 | 786 | 0.28% | 0.28% | 840 | +524 | 1.68% | Q1 2026 | May 06, 2026 |
| Navigation Group, LLC | History | New | 31,756 | 785 | 0.18% | — | 843 | +31,756 | New | Q1 2026 | May 05, 2026 |
| BCWM, LLC | History | Reduced | 31,750 | 785 | 0.22% | 0.23% | 841 | -18 | -0.06% | Q1 2026 | May 14, 2026 |
| NDVR, Inc. | History | No change | 32,682 | 785 | 0.65% | 0.65% | 842 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 31,685 | 784 | 0.13% | 0.13% | 844 | +972 | 3.16% | Q1 2026 | May 05, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 31,710 | 784 | 0.37% | 0.38% | 845 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 31,567 | 781 | 0.01% | 0.0% | 846 | +5,966 | 23.3% | Q1 2026 | May 05, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 31,504 | 779 | 0.04% | 0.07% | 847 | -23,372 | -42.59% | Q1 2026 | Apr 29, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 31,363 | 776 | 0.81% | 0.75% | 848 | +780 | 2.55% | Q1 2026 | May 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 31,104 | 769 | 0.39% | 0.39% | 849 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pacific Asset Management, LLC | History | No change | 31,035 | 768 | 0.43% | 0.45% | 850 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 30,992 | 767 | 0.05% | 0.04% | 851 | +2,975 | 10.62% | Q1 2026 | May 15, 2026 |
| Payne Capital LLC | History | Reduced | 30,917 | 765 | 0.7% | 3.54% | 853 | -113,699 | -78.62% | Q1 2026 | Apr 20, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 30,927 | 765 | 0.0% | 0.0% | 852 | +6,405 | 26.12% | Q1 2026 | May 13, 2026 |
| ETF Store, Inc. | History | Added to | 30,863 | 763 | 0.74% | 0.57% | 854 | +7,448 | 31.81% | Q1 2026 | Apr 30, 2026 |
| EWA, LLC | History | Added to | 30,793 | 762 | 0.17% | 0.18% | 855 | +537 | 1.77% | Q1 2026 | Apr 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 30,781 | 761 | 0.05% | 0.05% | 856 | -1,521 | -4.71% | Q1 2026 | May 14, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 30,745 | 760 | 0.61% | 0.59% | 857 | +3,532 | 12.98% | Q1 2026 | May 12, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 30,640 | 758 | 0.19% | 0.18% | 858 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MAIRS & POWER INC | History | Added to | 30,586 | 757 | 0.01% | 0.01% | 859 | +586 | 1.95% | Q1 2026 | May 13, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 30,545 | 755 | 0.52% | 0.52% | 860 | -1,500 | -4.68% | Q1 2026 | May 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 31,264 | 751 | 0.0% | 0.0% | 861 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 28,272 | 750 | 0.06% | 0.04% | 862 | +9,721 | 52.4% | Q1 2026 | May 01, 2026 |
| Prospera Capital Management, LLC | History | No change | 30,206 | 747 | 0.37% | 0.37% | 863 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stone Summit Wealth LLC | History | Added to | 30,142 | 746 | 0.21% | 0.2% | 865 | +26 | 0.09% | Q1 2026 | Apr 22, 2026 |
| Baldwin Investment Management, LLC | History | No change | 30,153 | 746 | 0.09% | 0.08% | 864 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 30,125 | 745 | 0.12% | 0.11% | 866 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 30,008 | 742 | 0.02% | — | 867 | +30,008 | New | Q1 2026 | May 07, 2026 |
| Haverford Trust Co | History | Added to | 29,862 | 739 | 0.01% | 0.0% | 868 | +11,466 | 62.33% | Q1 2026 | May 11, 2026 |
| Accel Wealth Management | History | Added to | 29,880 | 739 | 0.19% | 0.19% | 869 | +800 | 2.75% | Q1 2026 | Apr 08, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 29,819 | 738 | 0.61% | 0.61% | 872 | -861 | -2.81% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 29,852 | 738 | 0.03% | 0.03% | 870 | -89 | -0.3% | Q1 2026 | May 06, 2026 |
| MBL Wealth, LLC | History | No change | 29,846 | 738 | 0.06% | 0.06% | 871 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pathway Financial Advisors LLC | History | No change | 29,488 | 736 | 0.09% | 0.09% | 873 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 29,541 | 731 | 0.06% | 0.06% | 874 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 29,407 | 727 | 0.0% | 0.0% | 875 | +7,985 | 37.27% | Q1 2026 | Apr 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 29,408 | 727 | 0.11% | 0.08% | 876 | +5,444 | 22.72% | Q1 2026 | Apr 29, 2026 |
| My Personal CFO, LLC | History | No change | 29,391 | 727 | 0.32% | 0.29% | 877 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | New | 29,310 | 725 | 0.03% | — | 878 | +29,310 | New | Q1 2026 | May 19, 2026 |
| Asset One Wealth Management LLC | History | Added to | 27,569 | 721 | 0.08% | 0.09% | 879 | +2,312 | 9.15% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 29,126 | 720 | 0.02% | 0.01% | 881 | +8,626 | 42.08% | Q1 2026 | May 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 29,099 | 720 | 0.02% | 0.02% | 880 | -953 | -3.17% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 29,006 | 717 | 0.02% | 0.01% | 882 | +5,796 | 24.97% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 28,844 | 713 | 0.05% | 0.03% | 883 | +14,908 | 106.97% | Q1 2026 | Apr 17, 2026 |
| EdgeRock Capital LLC | History | No change | 28,775 | 712 | 0.19% | 0.18% | 884 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SMI Advisory Services, LLC | History | New | 28,076 | 705 | 0.12% | — | 885 | +28,076 | New | Q1 2026 | Apr 07, 2026 |
| Wall Capital Group, Inc. | History | Reduced | 28,428 | 703 | 0.75% | 0.7% | 886 | -1,980 | -6.51% | Q1 2026 | Apr 20, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 28,293 | 700 | 0.05% | 0.04% | 887 | +293 | 1.05% | Q1 2026 | May 11, 2026 |
| OFS Enterprise LLC | History | New | 28,251 | 699 | 0.21% | — | 888 | +28,251 | New | Q1 2026 | Apr 09, 2026 |
| Oldfather Financial Services, LLC | History | No change | 28,926 | 695 | 0.21% | 0.21% | 889 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Inspire Advisors, LLC | History | New | 28,042 | 694 | 0.06% | — | 890 | +28,042 | New | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 27,991 | 692 | 0.01% | 0.01% | 891 | +210 | 0.76% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 27,921 | 691 | 0.02% | 0.02% | 892 | -185 | -0.66% | Q1 2026 | May 06, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 27,906 | 690 | 0.12% | 0.11% | 893 | +1,841 | 7.06% | Q1 2026 | Apr 17, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 27,796 | 687 | 0.05% | 0.01% | 894 | +19,305 | 227.36% | Q1 2026 | Apr 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 27,649 | 684 | 0.02% | 0.02% | 895 | -277 | -0.99% | Q1 2026 | May 14, 2026 |
| Bowman & Co S.C. | History | No change | 28,422 | 683 | 0.29% | 0.29% | 896 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Archer Investment Management, LLC | History | Reduced | 27,471 | 679 | 0.29% | 0.47% | 897 | -8,772 | -24.2% | Q1 2026 | Apr 08, 2026 |
| Advisory Resource Group | History | Reduced | 27,324 | 676 | 0.12% | 0.12% | 898 | -564 | -2.02% | Q1 2026 | May 15, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 27,304 | 675 | 0.19% | 0.18% | 899 | +1,400 | 5.4% | Q1 2026 | Apr 30, 2026 |
| Plancorp, LLC | History | Added to | 25,627 | 670 | 0.02% | 0.02% | 900 | +836 | 3.37% | Q1 2026 | Apr 14, 2026 |
| Capasso Planning Partners LLC | History | No change | 27,838 | 669 | 0.37% | 0.37% | 901 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 26,972 | 667 | 0.08% | 0.08% | 902 | +720 | 2.74% | Q1 2026 | May 06, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 26,770 | 662 | 0.27% | 0.29% | 903 | -1,935 | -6.74% | Q1 2026 | May 08, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 26,752 | 662 | 0.27% | 0.25% | 904 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 26,742 | 661 | 0.49% | 0.48% | 905 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 26,608 | 658 | 0.43% | 0.41% | 906 | -1,258 | -4.51% | Q1 2026 | Apr 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 26,503 | 655 | 0.06% | 0.06% | 907 | +92 | 0.35% | Q1 2026 | May 13, 2026 |
| Trevian Wealth Management LLC | History | No change | 26,454 | 654 | 0.32% | 0.3% | 908 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 26,376 | 652 | 0.27% | 0.31% | 910 | -2,564 | -8.86% | Q1 2026 | Apr 07, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 26,359 | 652 | 0.03% | 0.02% | 909 | +1,358 | 5.43% | Q1 2026 | Apr 13, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 26,329 | 651 | 0.07% | 0.1% | 911 | -15,328 | -36.8% | Q1 2026 | May 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 26,318 | 651 | 0.04% | 0.04% | 912 | +2,226 | 9.24% | Q1 2026 | May 15, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 26,297 | 650 | 0.39% | 0.35% | 913 | +266 | 1.02% | Q1 2026 | May 01, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 26,183 | 648 | 0.09% | 0.1% | 914 | -2,075 | -7.34% | Q1 2026 | Apr 24, 2026 |
| FWG Investments, LLC. | History | Reduced | 26,058 | 644 | 0.41% | 0.55% | 915 | -10,143 | -28.02% | Q1 2026 | Apr 21, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 25,709 | 636 | 0.08% | 0.1% | 916 | -7,796 | -23.27% | Q1 2026 | May 04, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 25,619 | 634 | 0.05% | 0.05% | 917 | +1,475 | 6.11% | Q1 2026 | Apr 09, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 25,580 | 633 | 0.07% | 0.08% | 918 | -1,215 | -4.53% | Q1 2026 | Apr 13, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 25,479 | 630 | 0.35% | 0.38% | 919 | -2,924 | -10.29% | Q1 2026 | Apr 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 25,395 | 628 | 0.05% | 0.04% | 921 | +4,506 | 21.57% | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | No change | 25,380 | 628 | 0.01% | 0.01% | 920 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 25,279 | 625 | 0.01% | 0.01% | 923 | -668 | -2.57% | Q1 2026 | Apr 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 25,281 | 625 | 0.03% | 0.03% | 922 | -16 | -0.06% | Q1 2026 | May 07, 2026 |
| Palisade Asset Management, LLC | History | No change | 25,220 | 624 | 0.06% | 0.06% | 924 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 22,791 | 622 | 0.04% | 0.04% | 926 | -3,096 | -11.96% | Q1 2026 | May 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 25,162 | 622 | 0.02% | 0.02% | 925 | -890 | -3.42% | Q1 2026 | May 15, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 25,126 | 621 | 0.97% | 1.0% | 927 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BAXTER BROS INC | History | New | 25,025 | 619 | 0.08% | — | 928 | +25,025 | New | Q1 2026 | Apr 28, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 24,894 | 616 | 0.41% | 0.14% | 929 | +16,355 | 191.53% | Q1 2026 | Apr 14, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 24,825 | 614 | 0.24% | 0.23% | 930 | -500 | -1.97% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 24,789 | 613 | 0.04% | 0.04% | 931 | +112 | 0.45% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 25,484 | 612 | 0.03% | 0.03% | 932 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Basepoint Wealth LLC | History | Reduced | 24,704 | 611 | 0.35% | 0.45% | 933 | -6,440 | -20.68% | Q1 2026 | May 07, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 24,646 | 610 | 0.02% | 0.02% | 934 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 24,608 | 609 | 0.06% | 0.04% | 936 | +9,812 | 66.32% | Q1 2026 | May 11, 2026 |
| PROFFITT & GOODSON INC | History | No change | 24,643 | 609 | 0.09% | 0.08% | 935 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bensler, LLC | History | Reduced | 24,468 | 605 | 0.06% | 0.07% | 937 | -2,609 | -9.64% | Q1 2026 | May 01, 2026 |
| Everest Financial Group LLC | History | New | 24,400 | 603 | 0.1% | — | 939 | +24,400 | New | Q1 2026 | May 15, 2026 |
| MAYPORT, LLC | History | Added to | 24,385 | 603 | 0.11% | 0.11% | 938 | +2,253 | 10.18% | Q1 2026 | Apr 21, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | New | 24,284 | 601 | 0.21% | — | 940 | +24,284 | New | Q1 2026 | Apr 21, 2026 |
| Midwest Financial Group LLC | History | Added to | 24,111 | 596 | 0.25% | 0.24% | 943 | +1,576 | 6.99% | Q1 2026 | Apr 22, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 24,118 | 596 | 0.16% | 0.15% | 941 | -446 | -1.82% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | Reduced | 24,086 | 596 | 0.03% | 0.03% | 942 | -200 | -0.82% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 24,070 | 595 | 0.04% | 0.04% | 944 | +689 | 2.95% | Q1 2026 | May 05, 2026 |
| Summit Global Investments | History | New | 23,966 | 593 | 0.03% | — | 945 | +23,966 | New | Q1 2026 | May 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 23,954 | 592 | 0.2% | 0.19% | 946 | +1,753 | 7.9% | Q1 2026 | Apr 23, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 23,745 | 587 | 0.07% | 0.07% | 947 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 23,579 | 583 | 0.08% | 0.08% | 948 | +1,695 | 7.75% | Q1 2026 | May 11, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 23,406 | 579 | 0.33% | 0.33% | 949 | -1,035 | -4.23% | Q1 2026 | May 01, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 23,346 | 577 | 0.04% | 0.03% | 950 | +862 | 3.83% | Q1 2026 | May 14, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 23,280 | 576 | 0.16% | 0.15% | 951 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 23,212 | 574 | 0.01% | 0.01% | 952 | -2,007 | -7.96% | Q1 2026 | Apr 20, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 23,135 | 572 | 0.39% | 0.44% | 953 | -1,642 | -6.63% | Q1 2026 | Apr 15, 2026 |
| SACHEM HILL LLC | History | Reduced | 23,116 | 572 | 0.11% | 0.11% | 954 | -122 | -0.53% | Q1 2026 | May 13, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Added to | 22,948 | 567 | 0.46% | 0.18% | 955 | +12,114 | 111.81% | Q1 2026 | May 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 22,801 | 564 | 0.17% | 0.16% | 957 | +927 | 4.24% | Q1 2026 | May 05, 2026 |
| Darrow Company, Inc. | History | No change | 22,815 | 564 | 0.25% | 0.25% | 956 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Crewe Advisors LLC | History | Added to | 22,715 | 562 | 0.05% | 0.05% | 958 | +935 | 4.29% | Q1 2026 | May 07, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 22,679 | 561 | 0.02% | 0.02% | 959 | -4,678 | -17.1% | Q1 2026 | Apr 21, 2026 |
| Values Added Financial LLC | History | Reduced | 22,659 | 560 | 0.24% | 0.25% | 960 | -2,280 | -9.14% | Q1 2026 | Apr 20, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 22,617 | 559 | 0.44% | 0.46% | 961 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Square, LLC | History | New | 21,033 | 553 | 0.25% | — | 962 | +21,033 | New | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 22,304 | 552 | 0.02% | 0.01% | 963 | +80 | 0.36% | Q1 2026 | Apr 28, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 22,149 | 548 | 0.08% | 0.05% | 964 | +9,741 | 78.51% | Q1 2026 | Apr 16, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 22,170 | 548 | 0.11% | 0.12% | 965 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 22,106 | 547 | 0.41% | 0.42% | 966 | +355 | 1.63% | Q1 2026 | Apr 21, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 22,045 | 545 | 0.38% | 0.33% | 967 | +909 | 4.3% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 21,658 | 544 | 0.0% | 0.0% | 971 | +21,534 | 17366.13% | Q1 2026 | May 12, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 21,987 | 544 | 0.04% | 0.03% | 968 | +3,484 | 18.83% | Q1 2026 | Apr 10, 2026 |
| Piscataqua Savings Bank | History | No change | 22,002 | 544 | 0.38% | 0.37% | 969 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 22,667 | 544 | 0.03% | 0.03% | 970 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | New | 21,930 | 542 | 0.1% | — | 973 | +21,930 | New | Q1 2026 | Apr 21, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 21,907 | 542 | 0.03% | 0.03% | 972 | -348 | -1.56% | Q1 2026 | May 06, 2026 |
| Calamos Advisors LLC | History | New | 21,887 | 541 | 0.0% | — | 974 | +21,887 | New | Q1 2026 | May 04, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 21,749 | 538 | 0.07% | 0.07% | 975 | -919 | -4.05% | Q1 2026 | May 12, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 21,661 | 536 | 0.19% | 0.23% | 976 | -2,453 | -10.17% | Q1 2026 | Apr 21, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 21,560 | 533 | 0.25% | 0.26% | 977 | +92 | 0.43% | Q1 2026 | May 01, 2026 |
| HOWE & RUSLING INC | History | Reduced | 21,525 | 532 | 0.03% | 0.04% | 978 | -6,678 | -23.68% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 21,488 | 531 | 0.03% | — | 979 | +21,488 | New | Q1 2026 | Apr 22, 2026 |
| GatePass Capital, LLC | History | Added to | 21,372 | 528 | 0.25% | 0.11% | 980 | +12,714 | 146.85% | Q1 2026 | May 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 21,228 | 525 | 0.04% | 0.04% | 981 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 21,201 | 524 | 0.09% | 0.09% | 982 | +115 | 0.55% | Q1 2026 | May 04, 2026 |
| ADE, LLC | History | No change | 21,057 | 521 | 0.25% | 0.25% | 983 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 21,043 | 520 | 0.46% | 0.43% | 985 | +150 | 0.72% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 20,712 | 520 | 0.01% | 0.01% | 984 | -32 | -0.15% | Q1 2026 | Apr 28, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 20,988 | 519 | 0.01% | 0.01% | 986 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 20,888 | 516 | 0.16% | 0.11% | 988 | +6,218 | 42.39% | Q1 2026 | Apr 20, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 20,859 | 516 | 0.25% | 0.22% | 987 | +1,525 | 7.89% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 20,824 | 515 | 0.06% | 0.08% | 990 | -8,928 | -30.01% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 20,824 | 515 | 0.02% | 0.02% | 989 | +1,079 | 5.46% | Q1 2026 | Apr 20, 2026 |
| Joule Financial, LLC | History | Reduced | 20,768 | 514 | 0.15% | 0.17% | 992 | -2,662 | -11.36% | Q1 2026 | Apr 14, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 20,769 | 514 | 0.03% | 0.03% | 991 | +936 | 4.72% | Q1 2026 | Apr 23, 2026 |
| Aspect Partners, LLC | History | No change | 20,761 | 513 | 0.21% | 0.22% | 993 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Astra Wealth Partners LLC | History | Added to | 20,680 | 511 | 0.3% | 0.28% | 994 | +600 | 2.99% | Q1 2026 | May 06, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 20,612 | 510 | 0.04% | 0.04% | 995 | +1,638 | 8.63% | Q1 2026 | May 14, 2026 |
| BWM Planning, LLC | History | No change | 20,550 | 508 | 0.13% | 0.13% | 996 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 20,509 | 507 | 0.08% | 0.06% | 997 | +1,375 | 7.19% | Q1 2026 | May 01, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 20,389 | 504 | 0.05% | 0.05% | 998 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 20,306 | 502 | 0.01% | 0.02% | 999 | -2,868 | -12.38% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,282 | 501 | 0.02% | 0.02% | 1000 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cordant, Inc. | History | Reduced | 20,209 | 500 | 0.2% | 0.22% | 1001 | -1,317 | -6.12% | Q1 2026 | Apr 13, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 20,106 | 497 | 0.01% | 0.01% | 1002 | +1,950 | 10.74% | Q1 2026 | May 08, 2026 |
| Tenzing Financial LLC | History | Reduced | 18,867 | 496 | 0.37% | 0.37% | 1003 | -15 | -0.08% | Q1 2026 | Apr 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 19,885 | 492 | 0.06% | 0.07% | 1004 | -1,339 | -6.31% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 19,841 | 491 | 0.04% | 0.04% | 1005 | -4,750 | -19.32% | Q1 2026 | Apr 20, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 19,677 | 487 | 0.46% | — | 1006 | +19,677 | New | Q1 2026 | May 14, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 19,670 | 486 | 0.05% | 0.08% | 1007 | -15,000 | -43.27% | Q1 2026 | Apr 30, 2026 |
| Boston Trust Walden Corp | History | No change | 19,583 | 484 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | Reduced | 19,524 | 483 | 0.09% | 0.09% | 1009 | -1,747 | -8.21% | Q1 2026 | Apr 24, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 19,420 | 480 | 0.13% | 0.12% | 1010 | +1,176 | 6.45% | Q1 2026 | May 11, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 19,420 | 480 | 0.29% | 0.28% | 1011 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JACOBS & CO/CA | History | No change | 19,362 | 479 | 0.05% | 0.04% | 1012 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Occidental Asset Management, LLC | History | New | 19,327 | 478 | 0.06% | — | 1014 | +19,327 | New | Q1 2026 | Apr 15, 2026 |
| Marshall Financial Group, LLC | History | Added to | 19,326 | 478 | 0.08% | 0.09% | 1013 | +1 | 0.01% | Q1 2026 | Apr 10, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 19,312 | 477 | 0.08% | 0.06% | 1016 | +2,155 | 12.56% | Q1 2026 | May 08, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 19,299 | 477 | 0.09% | 0.07% | 1015 | -261 | -1.33% | Q1 2026 | Apr 29, 2026 |
| waypoint wealth counsel | History | Reduced | 19,152 | 474 | 0.25% | 0.19% | 1017 | -2,955 | -13.37% | Q1 2026 | Apr 23, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 19,152 | 474 | 0.23% | 0.24% | 1018 | -1,264 | -6.19% | Q1 2026 | Apr 08, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 19,037 | 471 | 0.23% | 0.27% | 1019 | -2,994 | -13.59% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Management | History | Reduced | 18,996 | 470 | 0.54% | 1.05% | 1021 | -19,827 | -51.07% | Q1 2026 | Apr 22, 2026 |
| HCR Wealth Advisors | History | No change | 19,018 | 470 | 0.05% | 0.05% | 1020 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Reduced | 18,908 | 467 | 0.0% | 0.0% | 1022 | -37,994 | -66.77% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 18,889 | 467 | 0.04% | 0.04% | 1023 | -1,628 | -7.93% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 18,882 | 467 | 0.04% | 0.03% | 1024 | -6 | -0.03% | Q1 2026 | May 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 18,856 | 466 | 0.17% | 0.49% | 1025 | -36,697 | -66.06% | Q1 2026 | Apr 15, 2026 |
| Equita Financial Network, Inc. | History | Added to | 18,868 | 466 | 0.15% | 0.09% | 1026 | +5,854 | 44.98% | Q1 2026 | Apr 23, 2026 |
| DDD Partners, LLC | History | No change | 18,774 | 464 | 0.03% | 0.03% | 1027 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VCI Wealth Management LLC | History | Added to | 18,667 | 462 | 0.13% | 0.12% | 1028 | +1,230 | 7.05% | Q1 2026 | Apr 21, 2026 |
| Twin Cities Retirement Group LLC | History | Reduced | 18,570 | 459 | 0.42% | 0.44% | 1029 | -381 | -2.01% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Added to | 18,518 | 458 | 0.0% | 0.0% | 1030 | +2,980 | 19.18% | Q1 2026 | May 06, 2026 |
| Family Investment Center, Inc. | History | No change | 18,543 | 458 | 0.09% | 0.09% | 1031 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 18,465 | 457 | 0.01% | 0.01% | 1032 | +2,310 | 14.3% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Added to | 18,473 | 457 | 0.0% | 0.0% | 1033 | +1,683 | 10.02% | Q1 2026 | May 14, 2026 |
| Rede Wealth, LLC | History | Added to | 18,478 | 457 | 0.16% | 0.15% | 1034 | +174 | 0.95% | Q1 2026 | Apr 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 18,465 | 457 | 0.06% | 0.06% | 1035 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 18,420 | 455 | 0.11% | 0.09% | 1037 | +3,178 | 20.85% | Q1 2026 | May 06, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 18,390 | 455 | 0.11% | 0.11% | 1036 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 18,378 | 454 | 0.54% | 0.38% | 1038 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 18,659 | 454 | 0.07% | 0.07% | 1039 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 18,276 | 452 | 0.25% | 1.04% | 1041 | -60,375 | -76.76% | Q1 2026 | Apr 29, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 18,249 | 452 | 0.17% | 0.16% | 1040 | +1,006 | 5.83% | Q1 2026 | Apr 13, 2026 |
| Well Done, LLC | History | No change | 18,260 | 451 | 0.07% | 0.07% | 1042 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 16,932 | 451 | 0.06% | 0.07% | 1043 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIMA Wealth Partners, LLC | History | New | 18,075 | 447 | 0.34% | — | 1044 | +18,075 | New | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 17,987 | 445 | 0.0% | 0.01% | 1046 | -15,985 | -47.05% | Q1 2026 | Apr 27, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 18,002 | 445 | 0.14% | 0.15% | 1045 | -600 | -3.23% | Q1 2026 | May 01, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 17,970 | 444 | 0.28% | 0.32% | 1048 | -1,762 | -8.93% | Q1 2026 | Apr 27, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 17,977 | 444 | 0.11% | 0.11% | 1047 | -1,104 | -5.79% | Q1 2026 | Apr 30, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 17,884 | 442 | 0.12% | 0.12% | 1049 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 16,852 | 441 | 0.03% | 0.03% | 1050 | -178 | -1.05% | Q1 2026 | Apr 22, 2026 |
| AMG National Trust Bank | History | No change | 17,770 | 439 | 0.01% | 0.01% | 1051 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 17,657 | 437 | 0.02% | — | 1052 | +17,657 | New | Q1 2026 | Apr 30, 2026 |
| One Wealth Map LLC | History | Added to | 16,396 | 435 | 0.2% | 0.18% | 1054 | +2,187 | 15.39% | Q1 2026 | May 04, 2026 |
| SRH ADVISORS, LLC | History | No change | 17,592 | 435 | 0.12% | 0.12% | 1053 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 17,478 | 432 | 0.04% | 0.05% | 1055 | +278 | 1.62% | Q1 2026 | Apr 30, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 17,410 | 430 | 0.39% | 0.21% | 1057 | +8,705 | 100.0% | Q1 2026 | Apr 23, 2026 |
| GREENLEAF TRUST | History | No change | 17,402 | 430 | 0.0% | 0.0% | 1056 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 17,357 | 429 | 0.01% | — | 1058 | +17,357 | New | Q1 2026 | May 11, 2026 |
| Members Trust Co | History | New | 17,308 | 428 | 0.01% | — | 1061 | +17,308 | New | Q1 2026 | May 04, 2026 |
| Capital Planning LLC | History | Reduced | 17,300 | 428 | 0.14% | 0.14% | 1060 | -3,943 | -18.56% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 17,318 | 428 | 0.0% | 0.0% | 1059 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 17,289 | 427 | 0.01% | 0.01% | 1062 | -654 | -3.64% | Q1 2026 | Apr 08, 2026 |
| Accredited Investors Inc. | History | Added to | 17,152 | 424 | 0.02% | 0.02% | 1063 | +1,914 | 12.56% | Q1 2026 | Apr 30, 2026 |
| StoneX Group Inc. | History | Reduced | 17,111 | 423 | 0.02% | 0.03% | 1064 | -7,491 | -30.45% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 16,867 | 423 | 0.03% | 0.04% | 1066 | -7,465 | -30.68% | Q1 2026 | May 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 17,131 | 423 | 0.04% | 0.03% | 1067 | +2,779 | 19.36% | Q1 2026 | May 06, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 17,094 | 423 | 0.04% | 0.04% | 1065 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 17,106 | 423 | 0.26% | 0.26% | 1068 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Smart Portfolios, LLC | History | Reduced | 17,075 | 422 | 0.42% | 0.41% | 1069 | -150 | -0.87% | Q1 2026 | May 01, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 16,921 | 418 | 0.4% | 0.4% | 1070 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ENTREWEALTH, LLC | History | No change | 16,829 | 416 | 0.19% | 0.2% | 1071 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 16,513 | 415 | 0.03% | 0.03% | 1073 | -693 | -4.03% | Q1 2026 | Apr 07, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 16,798 | 415 | 0.01% | 0.01% | 1072 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 17,263 | 415 | 0.08% | 0.08% | 1074 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 16,766 | 414 | 0.07% | 0.04% | 1075 | +5,155 | 44.4% | Q1 2026 | May 05, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 16,760 | 414 | 0.18% | 0.19% | 1076 | -686 | -3.93% | Q1 2026 | May 01, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 16,729 | 414 | 0.33% | 0.31% | 1077 | +179 | 1.08% | Q1 2026 | Apr 21, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 16,712 | 413 | 0.25% | 0.25% | 1078 | -400 | -2.34% | Q1 2026 | Apr 16, 2026 |
| Modus Advisors, LLC | History | No change | 16,574 | 410 | 0.11% | 0.1% | 1079 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Peak Asset Management, LLC | History | Added to | 16,528 | 409 | 0.07% | 0.06% | 1080 | +1,797 | 12.2% | Q1 2026 | May 14, 2026 |
| Net Worth Advisory Group | History | No change | 16,456 | 407 | 0.08% | 0.08% | 1081 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 16,406 | 406 | 0.13% | 0.13% | 1082 | -898 | -5.19% | Q1 2026 | Apr 13, 2026 |
| Keystone Financial Group | History | Reduced | 16,348 | 404 | 0.03% | 0.03% | 1083 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 16,144 | 399 | 0.08% | 0.09% | 1084 | -1,814 | -10.1% | Q1 2026 | Apr 28, 2026 |
| REDW Wealth LLC | History | No change | 16,142 | 399 | 0.16% | 0.15% | 1085 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parcion Private Wealth LLC | History | New | 16,108 | 398 | 0.02% | — | 1088 | +16,108 | New | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 16,100 | 398 | 0.04% | 0.04% | 1086 | +637 | 4.12% | Q1 2026 | Apr 28, 2026 |
| SYON CAPITAL LLC | History | No change | 16,113 | 398 | 0.02% | 0.02% | 1087 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Indie Asset Partners, LLC | History | Added to | 16,042 | 397 | 0.45% | 0.36% | 1089 | +2,675 | 20.01% | Q1 2026 | May 08, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 16,030 | 396 | 0.24% | 0.26% | 1090 | -1,469 | -8.39% | Q1 2026 | Apr 07, 2026 |
| KLCM Advisors, Inc. | History | Added to | 15,996 | 395 | 0.03% | 0.03% | 1091 | +1,994 | 14.24% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 15,729 | 395 | 0.03% | 0.03% | 1092 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| POTENTIA WEALTH | History | No change | 15,982 | 395 | 0.15% | 0.14% | 1093 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 15,982 | 395 | 0.26% | 0.29% | 1094 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CWC Advisors, LLC. | History | Reduced | 15,947 | 394 | 0.19% | 0.23% | 1095 | -3,915 | -19.71% | Q1 2026 | Apr 16, 2026 |
| SPWM Advisors LLC | History | Reduced | 14,570 | 394 | 0.34% | 0.33% | 1096 | -21 | -0.14% | Q1 2026 | May 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 15,916 | 393 | 0.09% | 0.14% | 1098 | -10,089 | -38.8% | Q1 2026 | Apr 02, 2026 |
| Advisor OS, LLC | History | Reduced | 15,898 | 393 | 0.03% | 0.03% | 1097 | -642 | -3.88% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 15,870 | 392 | 0.01% | 0.01% | 1099 | +9 | 0.06% | Q1 2026 | May 12, 2026 |
| PCM Encore, LLC | History | Added to | 15,769 | 390 | 0.08% | 0.07% | 1101 | +1,448 | 10.11% | Q1 2026 | May 12, 2026 |
| Canopy Partners, LLC | History | Added to | 15,795 | 390 | 0.13% | 0.12% | 1100 | +120 | 0.77% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 15,741 | 389 | 0.01% | 0.01% | 1102 | +614 | 4.06% | Q1 2026 | Apr 22, 2026 |
| 25 LLC | History | Added to | 15,707 | 388 | 0.12% | 0.12% | 1103 | +295 | 1.91% | Q1 2026 | Apr 20, 2026 |
| GuidedMoney, LLC | History | No change | 15,704 | 388 | 0.2% | 0.2% | 1104 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | New | 15,645 | 387 | 0.08% | — | 1109 | +15,645 | New | Q1 2026 | May 08, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 15,664 | 387 | 0.05% | 0.09% | 1107 | -12,841 | -45.05% | Q1 2026 | May 04, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 15,673 | 387 | 0.05% | 0.05% | 1105 | -2,275 | -12.68% | Q1 2026 | May 06, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 15,654 | 387 | 0.14% | 0.13% | 1106 | +907 | 6.15% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 15,675 | 387 | 0.03% | 0.03% | 1108 | +301 | 1.96% | Q1 2026 | May 01, 2026 |
| DRAVO BAY LLC | History | No change | 15,623 | 386 | 0.16% | 0.16% | 1110 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 15,527 | 384 | 0.03% | 0.03% | 1111 | -22 | -0.14% | Q1 2026 | May 07, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 15,476 | 383 | 0.15% | 0.15% | 1112 | -270 | -1.71% | Q1 2026 | May 12, 2026 |
| First Growth Capital LLC | History | No change | 15,196 | 382 | 0.34% | 0.36% | 1113 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Added to | 15,384 | 380 | 0.02% | 0.02% | 1114 | +200 | 1.32% | Q1 2026 | Apr 27, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 15,323 | 379 | 0.09% | 0.09% | 1115 | -310 | -1.98% | Q1 2026 | Apr 22, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 15,248 | 377 | 0.26% | 0.23% | 1116 | +1,321 | 9.49% | Q1 2026 | May 08, 2026 |
| DGS Capital Management, LLC | History | New | 15,195 | 376 | 0.06% | — | 1119 | +15,195 | New | Q1 2026 | Apr 28, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 15,223 | 376 | 0.03% | 0.03% | 1117 | -1,959 | -11.4% | Q1 2026 | May 13, 2026 |
| Stembrook Asset Management, LLC | History | Reduced | 15,202 | 376 | 0.37% | 0.37% | 1118 | -1,084 | -6.66% | Q1 2026 | May 13, 2026 |
| BetterWealth, LLC | History | New | 15,174 | 375 | 0.07% | — | 1121 | +15,174 | New | Q1 2026 | Apr 24, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 15,190 | 375 | 0.07% | 0.07% | 1120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sachetta, LLC | History | Reduced | 15,133 | 374 | 0.2% | 0.21% | 1122 | -1,193 | -7.31% | Q1 2026 | May 01, 2026 |
| KWMG, LLC | History | New | 15,103 | 373 | 0.03% | — | 1123 | +15,103 | New | Q1 2026 | Apr 09, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 15,056 | 372 | 0.03% | — | 1125 | +15,056 | New | Q1 2026 | Apr 27, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 15,037 | 372 | 0.05% | 0.05% | 1124 | -637 | -4.06% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 14,959 | 370 | 0.02% | 0.02% | 1126 | -5,875 | -28.2% | Q1 2026 | Apr 28, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 14,922 | 369 | 0.02% | 0.02% | 1129 | -937 | -5.91% | Q1 2026 | Apr 29, 2026 |
| Requisite Capital Management, LLC | History | No change | 14,931 | 369 | 0.07% | 0.07% | 1127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | No change | 14,938 | 369 | 0.02% | 0.02% | 1128 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cassilly Financial Group LLC | History | No change | 14,938 | 369 | 0.32% | 0.32% | 1130 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Manske Wealth Management | History | No change | 14,901 | 368 | 0.1% | 0.11% | 1131 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 14,838 | 367 | 0.0% | 0.0% | 1132 | +798 | 5.68% | Q1 2026 | May 05, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 14,813 | 366 | 0.08% | 0.09% | 1133 | -584 | -3.79% | Q1 2026 | May 21, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 14,701 | 363 | 0.09% | 0.07% | 1134 | +3,949 | 36.73% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 14,628 | 362 | 0.0% | 0.0% | 1135 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 14,665 | 362 | 0.14% | 0.14% | 1136 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mirador Capital Partners LP | History | Added to | 14,595 | 361 | 0.05% | 0.04% | 1137 | +1,737 | 13.51% | Q1 2026 | Apr 08, 2026 |
| Essex Bank | History | Reduced | 14,553 | 360 | 0.08% | 0.08% | 1138 | -648 | -4.26% | Q1 2026 | Apr 17, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 14,538 | 359 | 0.21% | 0.24% | 1139 | -547 | -3.63% | Q1 2026 | May 12, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 14,459 | 358 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 14,444 | 357 | 0.08% | 0.08% | 1141 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 14,394 | 356 | 0.23% | 0.22% | 1144 | +1,000 | 7.47% | Q1 2026 | Apr 23, 2026 |
| FULTON BANK, N.A. | History | No change | 14,386 | 356 | 0.01% | 0.01% | 1142 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cottage Street Advisors LLC | History | No change | 14,401 | 356 | 0.15% | 0.15% | 1143 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 14,374 | 355 | 0.29% | 0.23% | 1146 | +4,112 | 40.07% | Q1 2026 | Apr 27, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 14,374 | 355 | 0.01% | 0.02% | 1145 | -1,957 | -11.98% | Q1 2026 | Apr 28, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 14,326 | 354 | 0.07% | 0.06% | 1147 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NewSquare Capital LLC | History | Reduced | 14,273 | 353 | 0.03% | 0.03% | 1148 | -801 | -5.31% | Q1 2026 | May 08, 2026 |
| Haven Private, LLC | History | New | 14,233 | 352 | 0.15% | — | 1149 | +14,233 | New | Q1 2026 | May 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 14,160 | 350 | 0.05% | 0.05% | 1150 | +423 | 3.08% | Q1 2026 | Apr 14, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | No change | 14,158 | 350 | 0.29% | 0.28% | 1151 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LJI Wealth Management, LLC | History | Added to | 14,048 | 347 | 0.06% | 0.05% | 1152 | +1,388 | 10.96% | Q1 2026 | May 04, 2026 |
| URS Advisory LLC | History | New | 13,837 | 342 | 0.25% | — | 1155 | +13,837 | New | Q1 2026 | Apr 23, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | New | 13,830 | 342 | 0.15% | — | 1154 | +13,830 | New | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 12,513 | 342 | 0.03% | 0.04% | 1153 | -800 | -6.01% | Q1 2026 | May 12, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Added to | 13,792 | 341 | 0.06% | 0.06% | 1157 | +324 | 2.41% | Q1 2026 | May 12, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | No change | 13,800 | 341 | 0.02% | 0.02% | 1156 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 13,776 | 340 | 0.0% | — | 1160 | +13,776 | New | Q1 2026 | May 01, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Reduced | 13,744 | 340 | 0.04% | 0.04% | 1158 | -1 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 12,966 | 340 | 0.07% | 0.08% | 1159 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 13,696 | 338 | 0.12% | 0.1% | 1162 | +1,846 | 15.58% | Q1 2026 | Apr 23, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 13,669 | 338 | 0.17% | 0.18% | 1163 | -387 | -2.75% | Q1 2026 | Apr 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 14,084 | 338 | 0.02% | 0.02% | 1161 | -122 | -0.86% | Q1 2026 | Apr 08, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 13,617 | 337 | 0.13% | 0.14% | 1164 | -1,715 | -11.19% | Q1 2026 | Apr 23, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 13,637 | 337 | 0.27% | 0.27% | 1165 | +13 | 0.1% | Q1 2026 | Apr 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 13,616 | 336 | 0.01% | 0.01% | 1166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 16,728 | 335 | 0.11% | 0.04% | 1168 | +8,375 | 100.26% | Q1 2026 | Apr 23, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 13,549 | 335 | 0.07% | 0.08% | 1167 | -1,256 | -8.48% | Q1 2026 | Apr 14, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 13,473 | 333 | 0.3% | — | 1170 | +13,473 | New | Q1 2026 | May 05, 2026 |
| Fairway Wealth LLC | History | Added to | 13,463 | 333 | 0.09% | 0.03% | 1169 | +9,316 | 224.64% | Q1 2026 | Apr 23, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 13,429 | 332 | 0.1% | 0.13% | 1173 | -2,633 | -16.39% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,434 | 332 | 0.01% | 0.01% | 1171 | +83 | 0.62% | Q1 2026 | Apr 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 13,416 | 332 | 0.02% | 0.02% | 1172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farnam Financial LLC | History | No change | 13,430 | 332 | 0.27% | 0.24% | 1174 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 13,398 | 331 | 0.06% | 0.06% | 1175 | -186 | -1.37% | Q1 2026 | May 12, 2026 |
| Fiduciary Group, LLC | History | Reduced | 13,348 | 330 | 0.03% | 0.03% | 1176 | -358 | -2.61% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Added to | 13,310 | 329 | 0.0% | 0.0% | 1177 | +5,706 | 75.04% | Q1 2026 | Apr 20, 2026 |
| Shearwater Capital LLC | History | No change | 13,328 | 329 | 0.17% | 0.18% | 1178 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 13,240 | 327 | 0.18% | 0.16% | 1179 | +1,108 | 9.13% | Q1 2026 | May 12, 2026 |
| Directional Asset Management | History | Added to | 13,137 | 325 | 0.3% | 0.26% | 1180 | +537 | 4.26% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 12,440 | 324 | 0.02% | 0.02% | 1181 | -4,963 | -28.52% | Q1 2026 | Apr 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 13,075 | 323 | 0.01% | — | 1183 | +13,075 | New | Q1 2026 | May 07, 2026 |
| IRON Financial LLC | History | No change | 13,085 | 323 | 0.14% | 0.14% | 1182 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 13,021 | 322 | 0.04% | 0.04% | 1184 | +329 | 2.59% | Q1 2026 | May 05, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 12,952 | 320 | 0.17% | 0.17% | 1186 | -351 | -2.64% | Q1 2026 | May 04, 2026 |
| BOS Asset Management, LLC | History | No change | 12,936 | 320 | 0.08% | 0.08% | 1185 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 12,882 | 318 | 0.02% | 0.01% | 1187 | +3,500 | 37.31% | Q1 2026 | Apr 13, 2026 |
| WealthCollab, LLC | History | No change | 12,849 | 318 | 0.13% | 0.13% | 1188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Falcon Wealth Planning | History | New | 12,811 | 317 | 0.02% | — | 1189 | +12,811 | New | Q1 2026 | Apr 20, 2026 |
| Addison Advisors LLC | History | Added to | 12,769 | 316 | 0.07% | 0.05% | 1190 | +2,619 | 25.8% | Q1 2026 | May 08, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 12,758 | 315 | 0.26% | 0.24% | 1191 | -6,828 | -34.86% | Q1 2026 | May 15, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 12,718 | 314 | 0.11% | 0.11% | 1192 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 12,682 | 313 | 0.0% | 0.0% | 1193 | -20,555 | -61.84% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 12,683 | 313 | 0.02% | 0.02% | 1194 | +408 | 3.32% | Q1 2026 | May 01, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 12,639 | 312 | 0.13% | 0.12% | 1195 | +19 | 0.15% | Q1 2026 | May 14, 2026 |
| Traynor Capital Management, Inc. | History | New | 13,016 | 311 | 0.02% | — | 1196 | +13,016 | New | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 12,518 | 309 | 0.04% | 0.04% | 1198 | -58 | -0.46% | Q1 2026 | Apr 08, 2026 |
| JB Capital LLC | History | No change | 12,512 | 309 | 0.01% | 0.01% | 1197 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Human Investing LLC | History | Added to | 12,484 | 308 | 0.04% | 0.04% | 1199 | +530 | 4.43% | Q1 2026 | May 07, 2026 |
| Vanguard National Trust Co | History | New | 12,395 | 306 | 0.02% | — | 1202 | +12,395 | New | Q1 2026 | May 08, 2026 |
| Advance Capital Management, Inc. | History | Added to | 12,368 | 306 | 0.01% | 0.01% | 1201 | +514 | 4.34% | Q1 2026 | Apr 29, 2026 |
| Busey Bank | History | No change | 12,390 | 306 | 0.01% | 0.01% | 1200 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 12,290 | 304 | 0.07% | 0.09% | 1204 | -3,147 | -20.39% | Q1 2026 | Apr 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 12,323 | 304 | 0.01% | 0.01% | 1203 | +1,603 | 14.95% | Q1 2026 | Apr 29, 2026 |
| Ketron Financial | History | New | 12,251 | 303 | 0.11% | — | 1206 | +12,251 | New | Q1 2026 | Apr 21, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 11,619 | 303 | 0.06% | 0.07% | 1205 | -840 | -6.74% | Q1 2026 | Apr 15, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 12,168 | 301 | 0.11% | 0.1% | 1207 | -171 | -1.39% | Q1 2026 | Apr 22, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 12,069 | 298 | 0.1% | 0.12% | 1210 | -1,152 | -8.71% | Q1 2026 | May 13, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 12,065 | 298 | 0.11% | 0.1% | 1209 | +1,105 | 10.08% | Q1 2026 | Apr 27, 2026 |
| Northstar Group, Inc. | History | No change | 12,068 | 298 | 0.04% | 0.04% | 1208 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Balboa Wealth Partners | History | Reduced | 11,887 | 294 | 0.05% | 0.05% | 1211 | -226 | -1.87% | Q1 2026 | Apr 16, 2026 |
| Trajan Wealth LLC | History | New | 11,877 | 293 | 0.01% | — | 1215 | +11,877 | New | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC | History | New | 11,864 | 293 | 0.02% | — | 1216 | +11,864 | New | Q1 2026 | Apr 08, 2026 |
| GeoWealth Management, LLC | History | New | 11,863 | 293 | 0.01% | — | 1214 | +11,863 | New | Q1 2026 | May 13, 2026 |
| Aspen Capital Management, LLC | History | Added to | 11,845 | 293 | 0.07% | 0.07% | 1213 | +60 | 0.51% | Q1 2026 | Apr 17, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 11,870 | 293 | 0.09% | 0.09% | 1212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trust Point Inc. | History | New | 11,777 | 291 | 0.03% | — | 1217 | +11,777 | New | Q1 2026 | Apr 15, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 11,747 | 290 | 0.26% | 0.26% | 1219 | -523 | -4.26% | Q1 2026 | Apr 29, 2026 |
| Smith Salley Wealth Management | History | Reduced | 11,734 | 290 | 0.01% | 0.01% | 1218 | -336 | -2.78% | Q1 2026 | Apr 16, 2026 |
| Kilner Capital Advisors, LLC | History | Added to | 11,700 | 289 | 0.28% | 0.25% | 1221 | +868 | 8.01% | Q1 2026 | May 11, 2026 |
| Tribridge Partners Financial LLC | History | No change | 11,579 | 289 | 0.12% | 0.12% | 1220 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 11,662 | 288 | 0.08% | 0.06% | 1222 | +3,250 | 38.64% | Q1 2026 | May 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 11,589 | 286 | 0.04% | 0.03% | 1223 | +2,588 | 28.75% | Q1 2026 | May 14, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 11,529 | 285 | 0.01% | 0.01% | 1224 | +604 | 5.53% | Q1 2026 | May 12, 2026 |
| Burton Enright Welch | History | Reduced | 11,512 | 284 | 0.04% | 0.04% | 1226 | -631 | -5.2% | Q1 2026 | May 01, 2026 |
| Paragon Capital Management Ltd | History | No change | 11,479 | 284 | 0.06% | 0.05% | 1225 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 11,413 | 282 | 0.07% | 0.07% | 1227 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 11,361 | 281 | 0.01% | 0.01% | 1228 | -497 | -4.19% | Q1 2026 | Apr 17, 2026 |
| Heck Capital Advisors, LLC | History | No change | 11,361 | 281 | 0.02% | 0.02% | 1229 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 11,265 | 278 | 0.01% | 0.01% | 1230 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 11,229 | 277 | 0.04% | 0.04% | 1231 | +68 | 0.61% | Q1 2026 | Apr 09, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 10,498 | 276 | 0.26% | 0.28% | 1232 | -279 | -2.59% | Q1 2026 | Apr 27, 2026 |
| Columbia Asset Management | History | Added to | 11,073 | 274 | 0.05% | 0.04% | 1236 | +1,000 | 9.93% | Q1 2026 | Apr 20, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 11,099 | 274 | 0.02% | 0.01% | 1234 | +748 | 7.23% | Q1 2026 | Apr 14, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 11,104 | 274 | 0.05% | 0.06% | 1237 | -542 | -4.65% | Q1 2026 | Apr 30, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 11,103 | 274 | 0.01% | 0.01% | 1235 | +512 | 4.83% | Q1 2026 | May 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 11,109 | 274 | 0.0% | 0.0% | 1233 | -183 | -1.62% | Q1 2026 | Apr 30, 2026 |
| Pandora Wealth, Inc. | History | No change | 11,400 | 274 | 0.17% | 0.17% | 1238 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Phillip James Consulting Co. | History | New | 5,590 | 273 | 0.21% | — | 1240 | +5,590 | New | Q1 2026 | May 11, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 11,031 | 273 | 0.08% | 0.09% | 1239 | -2,143 | -16.27% | Q1 2026 | May 07, 2026 |
| Everest Management Corp. | History | Added to | 11,008 | 272 | 0.14% | 0.14% | 1241 | +458 | 4.34% | Q1 2026 | May 06, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 10,919 | 270 | 0.01% | 0.01% | 1242 | -5,331 | -32.81% | Q1 2026 | May 04, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 10,923 | 270 | 0.14% | 0.1% | 1243 | +2,401 | 28.17% | Q1 2026 | Apr 16, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 10,874 | 269 | 0.09% | — | 1245 | +10,874 | New | Q1 2026 | May 04, 2026 |
| CURIO WEALTH, LLC | History | No change | 10,908 | 269 | 0.09% | 0.09% | 1244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 10,860 | 268 | 0.0% | 0.0% | 1246 | +2,021 | 22.86% | Q1 2026 | Apr 28, 2026 |
| FCA CORP /TX | History | Reduced | 10,858 | 268 | 0.08% | 0.08% | 1247 | -313 | -2.8% | Q1 2026 | May 14, 2026 |
| ATLas Financial Planning LLC | History | Added to | 10,855 | 268 | 0.24% | 0.25% | 1248 | +50 | 0.46% | Q1 2026 | Apr 27, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 10,794 | 267 | 0.11% | 0.12% | 1250 | -768 | -6.64% | Q1 2026 | May 01, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 10,812 | 267 | 0.19% | 0.2% | 1251 | -293 | -2.64% | Q1 2026 | Apr 15, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 10,822 | 267 | 0.06% | 0.06% | 1249 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 10,776 | 266 | 0.05% | 0.04% | 1253 | +640 | 6.31% | Q1 2026 | Apr 28, 2026 |
| Radnor Capital Management, LLC | History | No change | 10,768 | 266 | 0.04% | 0.04% | 1252 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First Pacific Financial | History | Added to | 10,745 | 265 | 0.03% | 0.03% | 1254 | +179 | 1.69% | Q1 2026 | Apr 23, 2026 |
| Quent Capital, LLC | History | Reduced | 10,686 | 264 | 0.02% | 0.02% | 1256 | -176 | -1.62% | Q1 2026 | Apr 28, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 10,700 | 264 | 0.02% | 0.02% | 1255 | -68 | -0.63% | Q1 2026 | May 12, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 10,662 | 263 | 0.05% | 0.05% | 1259 | +104 | 0.99% | Q1 2026 | Apr 24, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 10,659 | 263 | 0.05% | 0.05% | 1257 | -23 | -0.22% | Q1 2026 | Apr 23, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 10,657 | 263 | 0.05% | 0.05% | 1258 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 10,643 | 263 | 0.1% | 0.1% | 1260 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 10,593 | 262 | 0.03% | 0.03% | 1262 | +564 | 5.62% | Q1 2026 | Apr 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 10,602 | 262 | 0.09% | 0.09% | 1261 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 10,507 | 260 | 0.02% | 0.02% | 1264 | +1,890 | 21.93% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 10,524 | 260 | 0.01% | 0.01% | 1265 | +857 | 8.87% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 10,537 | 260 | 0.01% | 0.01% | 1263 | -59 | -0.56% | Q1 2026 | Apr 28, 2026 |
| NerdWallet Wealth Partners, LLC | History | New | 10,501 | 259 | 0.11% | — | 1269 | +10,501 | New | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 10,476 | 259 | 0.13% | — | 1268 | +10,476 | New | Q1 2026 | May 07, 2026 |
| Global Assets Advisory, LLC | History | Added to | 10,093 | 259 | 0.07% | 0.06% | 1266 | +1,758 | 21.09% | Q1 2026 | May 01, 2026 |
| Landing Point Financial Group, LLC | History | No change | 10,471 | 259 | 0.13% | 0.13% | 1267 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 10,451 | 258 | 0.05% | 0.04% | 1270 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Equity Management | History | Reduced | 10,391 | 257 | 0.1% | 0.09% | 1272 | -92 | -0.88% | Q1 2026 | Apr 21, 2026 |
| Security National Bank | History | No change | 10,399 | 257 | 0.04% | 0.04% | 1271 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 10,395 | 257 | 0.07% | 0.07% | 1273 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 10,348 | 256 | 0.03% | 0.02% | 1274 | +94 | 0.92% | Q1 2026 | Apr 21, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 10,312 | 255 | 0.12% | — | 1275 | +10,312 | New | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 10,294 | 254 | 0.08% | 0.07% | 1277 | +1,484 | 16.84% | Q1 2026 | Apr 24, 2026 |
| Sequent Planning LLC | History | Added to | 10,283 | 254 | 0.06% | 0.06% | 1276 | +22 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 10,258 | 253 | 0.2% | 0.2% | 1278 | +115 | 1.13% | Q1 2026 | Apr 22, 2026 |
| Main Street Research LLC | History | Added to | 10,206 | 252 | 0.01% | 0.01% | 1279 | +600 | 6.25% | Q1 2026 | Apr 30, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 10,217 | 252 | 0.02% | 0.02% | 1280 | +461 | 4.73% | Q1 2026 | Apr 23, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 10,161 | 251 | 0.04% | 0.04% | 1282 | -211 | -2.03% | Q1 2026 | Apr 20, 2026 |
| Bellwether Advisors, LLC | History | No change | 10,150 | 251 | 0.04% | 0.04% | 1281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Robinhood Asset Management, LLC | History | Reduced | 10,137 | 250 | 0.02% | 0.15% | 1284 | -69,917 | -87.34% | Q1 2026 | Apr 13, 2026 |
| Hippocratic Financial Advisors, LLC | History | New | 10,130 | 250 | 0.11% | — | 1285 | +10,130 | New | Q1 2026 | Apr 21, 2026 |
| Raub Brock Capital Management LP | History | Added to | 10,136 | 250 | 0.06% | 0.05% | 1283 | +400 | 4.11% | Q1 2026 | Apr 15, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 10,072 | 249 | 0.04% | 0.04% | 1286 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vantus Wealth LLC | History | No change | 10,362 | 249 | 0.18% | 0.18% | 1287 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ruggiero Investments, Inc. | History | No change | 10,092 | 249 | 0.24% | 0.22% | 1288 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | Added to | 10,044 | 248 | 0.12% | 0.06% | 1291 | +5,382 | 115.44% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,051 | 248 | 0.01% | 0.01% | 1290 | -155 | -1.52% | Q1 2026 | Apr 15, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 10,036 | 248 | 0.01% | 0.01% | 1289 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | New | 11,081 | 247 | 0.13% | — | 1295 | +11,081 | New | Q1 2026 | May 14, 2026 |
| SLT Holdings LLC | History | Reduced | 10,000 | 247 | 0.17% | 0.31% | 1294 | -10,000 | -50.0% | Q1 2026 | Apr 21, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 10,000 | 247 | 0.2% | — | 1296 | +10,000 | New | Q1 2026 | May 04, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 9,992 | 247 | 0.05% | 0.04% | 1293 | +1,388 | 16.13% | Q1 2026 | Apr 15, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 10,000 | 247 | 0.06% | 0.06% | 1292 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 9,900 | 245 | 0.08% | 0.08% | 1297 | -780 | -7.3% | Q1 2026 | May 06, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 9,890 | 244 | 0.03% | 0.03% | 1298 | -225 | -2.22% | Q1 2026 | Apr 15, 2026 |
| Brookwood Investment Group LLC | History | New | 9,836 | 243 | 0.03% | — | 1300 | +9,836 | New | Q1 2026 | May 04, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 9,857 | 243 | 0.04% | 0.04% | 1299 | +640 | 6.94% | Q1 2026 | Apr 23, 2026 |
| VestGen Advisors, LLC | History | New | 8,949 | 242 | 0.01% | — | 1303 | +8,949 | New | Q1 2026 | May 14, 2026 |
| Worth Asset Management, LLC | History | Added to | 9,793 | 242 | 0.09% | 0.09% | 1301 | +714 | 7.86% | Q1 2026 | Apr 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 9,787 | 242 | 0.04% | 0.04% | 1302 | +455 | 4.88% | Q1 2026 | Apr 30, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 9,749 | 241 | 0.1% | 0.11% | 1304 | -418 | -4.11% | Q1 2026 | Apr 08, 2026 |
| Concentrum Wealth Management | History | New | 9,706 | 240 | 0.07% | — | 1305 | +9,706 | New | Q1 2026 | May 04, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 9,676 | 239 | 0.1% | 0.11% | 1306 | +83 | 0.87% | Q1 2026 | Apr 24, 2026 |
| Constant Guidance Financial LLC | History | New | 9,618 | 238 | 0.16% | — | 1308 | +9,618 | New | Q1 2026 | May 15, 2026 |
| Forza Wealth Management, LLC | History | No change | 9,634 | 238 | 0.08% | 0.08% | 1307 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cannon Financial Strategists, Inc. | History | New | 9,611 | 237 | 0.03% | — | 1311 | +9,611 | New | Q1 2026 | May 12, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 9,616 | 237 | 0.11% | 0.15% | 1310 | -3,747 | -28.04% | Q1 2026 | Apr 08, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 9,579 | 237 | 0.01% | 0.01% | 1309 | +23 | 0.24% | Q1 2026 | May 15, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 9,569 | 236 | 0.11% | 0.14% | 1312 | -1,780 | -15.68% | Q1 2026 | Apr 16, 2026 |
| Ahara Advisors LLC | History | Reduced | 9,499 | 235 | 0.2% | 0.27% | 1313 | -3,066 | -24.4% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9,489 | 234 | 0.01% | 0.01% | 1314 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Annex Advisory Services, LLC | History | No change | 9,490 | 234 | 0.0% | 0.0% | 1315 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 9,743 | 233 | 0.02% | 0.03% | 1317 | -9,400 | -49.1% | Q1 2026 | May 05, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 9,452 | 233 | 0.01% | 0.01% | 1316 | -311 | -3.19% | Q1 2026 | May 11, 2026 |
| NWK Group, Inc. | History | Added to | 9,372 | 231 | 0.09% | 0.03% | 1318 | +5,274 | 128.7% | Q1 2026 | May 07, 2026 |
| Key Capital Management, INC | History | Added to | 9,371 | 231 | 0.15% | 0.15% | 1319 | +3,202 | 51.9% | Q1 2026 | May 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 9,326 | 230 | 0.02% | — | 1321 | +9,326 | New | Q1 2026 | May 06, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 9,322 | 230 | 0.14% | 0.15% | 1320 | +320 | 3.55% | Q1 2026 | May 05, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 9,284 | 229 | 0.05% | 0.05% | 1323 | +897 | 10.7% | Q1 2026 | May 12, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 9,558 | 229 | 0.07% | 0.07% | 1322 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stephenson & Company, Inc. | History | No change | 9,207 | 227 | 0.12% | 0.12% | 1324 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hexagon Capital Partners LLC | History | New | 9,138 | 226 | 0.03% | — | 1327 | +9,138 | New | Q1 2026 | May 04, 2026 |
| Xena Financial Planning, LLC | History | Reduced | 9,154 | 226 | 0.26% | 0.29% | 1326 | -999 | -9.84% | Q1 2026 | Apr 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 9,146 | 226 | 0.02% | 0.02% | 1325 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | New | 8,532 | 225 | 0.07% | — | 1331 | +8,532 | New | Q1 2026 | May 12, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 9,111 | 225 | 0.02% | 0.02% | 1328 | -750 | -7.61% | Q1 2026 | Apr 15, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 9,121 | 225 | 0.12% | 0.12% | 1329 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Briggs Wealth Management, Inc | History | No change | 9,115 | 225 | 0.24% | 0.24% | 1330 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | New | 9,064 | 224 | 0.02% | — | 1332 | +9,064 | New | Q1 2026 | Apr 10, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 9,022 | 223 | 0.05% | 0.05% | 1333 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 8,985 | 222 | 0.06% | 0.28% | 1334 | -34,080 | -79.14% | Q1 2026 | Apr 27, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 8,972 | 222 | 0.03% | 0.03% | 1336 | -357 | -3.83% | Q1 2026 | Apr 21, 2026 |
| Woodside Wealth Management LLC | History | Added to | 9,010 | 222 | 0.17% | 0.16% | 1337 | +200 | 2.27% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 8,522 | 222 | 0.03% | 0.03% | 1335 | +31 | 0.37% | Q1 2026 | Apr 16, 2026 |
| Rockwood Wealth Management, LLC | History | New | 8,958 | 221 | 0.02% | — | 1338 | +8,958 | New | Q1 2026 | Apr 29, 2026 |
| Morton Capital Management LLC/CA | History | New | 8,893 | 220 | 0.03% | — | 1341 | +8,893 | New | Q1 2026 | Apr 21, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | New | 8,891 | 220 | 0.08% | — | 1340 | +8,891 | New | Q1 2026 | Apr 23, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 8,915 | 220 | 0.03% | 0.03% | 1339 | -926 | -9.41% | Q1 2026 | May 07, 2026 |
| Intrua Financial, LLC | History | New | 8,887 | 219 | 0.02% | — | 1342 | +8,887 | New | Q1 2026 | Apr 23, 2026 |
| Financial Symmetry Inc | History | New | 8,254 | 219 | 0.08% | — | 1343 | +8,254 | New | Q1 2026 | May 11, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 8,823 | 218 | 0.03% | 0.09% | 1346 | -4,380 | -33.17% | Q1 2026 | May 12, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 8,846 | 218 | 0.05% | 0.05% | 1344 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 8,825 | 218 | 0.09% | 0.09% | 1345 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 8,807 | 217 | 0.01% | 0.01% | 1347 | +240 | 2.8% | Q1 2026 | Apr 27, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 8,755 | 216 | 0.2% | 0.21% | 1349 | -148 | -1.66% | Q1 2026 | May 07, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 8,758 | 216 | 0.06% | 0.06% | 1348 | -47 | -0.53% | Q1 2026 | May 11, 2026 |
| Delos Wealth Advisors, LLC | History | New | 8,691 | 215 | 0.12% | — | 1353 | +8,691 | New | Q1 2026 | May 14, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 8,688 | 215 | 0.21% | 0.21% | 1351 | +98 | 1.14% | Q1 2026 | Apr 13, 2026 |
| Strategic Financial Services, Inc. | History | No change | 8,722 | 215 | 0.01% | 0.01% | 1350 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 8,968 | 215 | 0.02% | 0.02% | 1352 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 8,672 | 214 | 0.04% | — | 1354 | +8,672 | New | Q1 2026 | May 01, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 8,636 | 213 | 0.0% | — | 1355 | +8,636 | New | Q1 2026 | May 14, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 8,589 | 212 | 0.03% | 0.03% | 1357 | -549 | -6.01% | Q1 2026 | Apr 29, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 8,593 | 212 | 0.14% | 0.14% | 1356 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 8,456 | 212 | 0.17% | 0.19% | 1358 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Crumly & Associates Inc. | History | New | 8,526 | 211 | 0.04% | — | 1361 | +8,526 | New | Q1 2026 | Apr 02, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 8,545 | 211 | 0.01% | 0.01% | 1359 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 8,548 | 211 | 0.03% | 0.03% | 1360 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Northwest Capital Management Inc | History | No change | 8,748 | 210 | 0.91% | 0.91% | 1362 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MOKAN Wealth Management Inc. | History | No change | 8,521 | 210 | 0.09% | 0.09% | 1363 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cadence Wealth Management LLC | History | Added to | 8,484 | 209 | 0.09% | 0.1% | 1364 | +80 | 0.95% | Q1 2026 | May 12, 2026 |
| Urban Financial Advisory Corp | History | No change | 8,482 | 209 | 0.07% | 0.08% | 1365 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | No change | 8,459 | 209 | 0.2% | 0.19% | 1366 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 8,409 | 208 | 0.05% | 0.05% | 1367 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealth Dimensions Group, Ltd. | History | New | 8,393 | 207 | 0.04% | — | 1369 | +8,393 | New | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 8,373 | 207 | 0.04% | 0.03% | 1368 | -174 | -2.04% | Q1 2026 | May 06, 2026 |
| Fortis Group Advisors, LLC | History | New | 7,782 | 206 | 0.03% | — | 1373 | +7,782 | New | Q1 2026 | May 08, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 8,325 | 206 | 0.06% | 0.05% | 1370 | -139 | -1.64% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | No change | 8,340 | 206 | 0.03% | 0.03% | 1371 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Traveka Wealth, LLC | History | No change | 8,340 | 206 | 0.08% | 0.08% | 1372 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Grant Private Wealth Management Inc | History | New | 8,316 | 205 | 0.11% | — | 1375 | +8,316 | New | Q1 2026 | Apr 14, 2026 |
| BostonPremier Wealth LLC | History | New | 8,285 | 205 | 0.11% | — | 1374 | +8,285 | New | Q1 2026 | Apr 10, 2026 |
| City Center Advisors, LLC | History | New | 8,241 | 203 | 0.19% | — | 1377 | +8,241 | New | Q1 2026 | Apr 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 8,222 | 203 | 0.01% | — | 1376 | +8,222 | New | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 8,192 | 202 | 0.04% | — | 1379 | +8,192 | New | Q1 2026 | May 13, 2026 |
| Next Capital Management LLC | History | New | 8,191 | 202 | 0.06% | — | 1378 | +8,191 | New | Q1 2026 | May 07, 2026 |
| Sandbox Financial Partners, LLC | History | New | 8,112 | 200 | 0.06% | — | 1381 | +8,112 | New | Q1 2026 | Apr 08, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | New | 7,467 | 200 | 0.13% | — | 1382 | +7,467 | New | Q1 2026 | May 12, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 8,104 | 200 | 0.06% | 0.08% | 1380 | -562 | -6.49% | Q1 2026 | Apr 24, 2026 |
| Lavaca Capital LLC | History | Reduced | 8,054 | 199 | 0.04% | 0.04% | 1383 | -1,033 | -11.37% | Q1 2026 | May 13, 2026 |
| Clayton Financial Group LLC | History | Added to | 7,767 | 192 | 0.1% | 0.09% | 1384 | +97 | 1.26% | Q1 2026 | Apr 13, 2026 |
| TD Capital Management LLC | History | No change | 7,742 | 191 | 0.02% | 0.02% | 1385 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 7,625 | 188 | 0.05% | 0.06% | 1386 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bravera Wealth | History | Added to | 7,298 | 180 | 0.08% | 0.08% | 1387 | +440 | 6.42% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | New | 7,235 | 179 | 0.06% | — | 1388 | +7,235 | New | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 7,192 | 178 | 0.12% | 0.02% | 1389 | +6,139 | 583.0% | Q1 2026 | Apr 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 7,084 | 175 | 0.01% | 0.01% | 1390 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 6,910 | 171 | 0.01% | 0.01% | 1392 | +2,794 | 67.88% | Q1 2026 | May 04, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 6,936 | 171 | 0.02% | 0.02% | 1391 | -140 | -1.98% | Q1 2026 | May 13, 2026 |
| Grove Bank & Trust | History | No change | 6,717 | 166 | 0.02% | 0.02% | 1393 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 6,532 | 161 | 0.04% | 0.04% | 1394 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Added to | 6,285 | 158 | 0.01% | 0.01% | 1395 | +1,237 | 24.5% | Q1 2026 | Apr 27, 2026 |
| Burk Holdings LLC | History | New | 6,253 | 154 | 0.07% | — | 1396 | +6,253 | New | Q1 2026 | May 07, 2026 |
| WFA of San Diego, LLC | History | No change | 6,202 | 153 | 0.12% | 0.11% | 1397 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 6,120 | 151 | 0.23% | 0.21% | 1398 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | Reduced | 6,005 | 148 | 0.07% | 0.08% | 1399 | -400 | -6.25% | Q1 2026 | Apr 02, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 5,922 | 146 | 0.06% | 0.06% | 1400 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | No change | 5,700 | 141 | 0.02% | 0.02% | 1401 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | No change | 5,707 | 140 | 0.01% | 0.01% | 1402 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 5,441 | 134 | 0.04% | 0.04% | 1403 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,409 | 133 | 0.0% | 0.0% | 1404 | +528 | 10.82% | Q1 2026 | May 15, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 5,364 | 132 | 0.02% | 0.02% | 1405 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 5,277 | 130 | 0.05% | 0.05% | 1406 | -1,383 | -20.77% | Q1 2026 | May 08, 2026 |
| Strategic Advocates LLC | History | Added to | 5,243 | 129 | 0.57% | 0.0% | 1408 | +5,096 | 3466.67% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,236 | 129 | 0.02% | 0.02% | 1407 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | Added to | 5,183 | 128 | 0.02% | 0.02% | 1409 | +22 | 0.43% | Q1 2026 | May 04, 2026 |
| Planning Project LLC | History | No change | 5,249 | 126 | 0.03% | 0.03% | 1410 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 5,016 | 124 | 0.05% | 0.04% | 1411 | +437 | 9.54% | Q1 2026 | May 01, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 4,940 | 122 | 0.03% | 0.02% | 1412 | +641 | 14.91% | Q1 2026 | May 07, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 4,913 | 121 | 0.04% | 0.04% | 1413 | -383 | -7.23% | Q1 2026 | Apr 22, 2026 |
| Activest Wealth Management | History | Added to | 4,891 | 121 | 0.02% | 0.02% | 1414 | +92 | 1.92% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | Added to | 4,877 | 120 | 0.0% | 0.0% | 1415 | +2,683 | 122.29% | Q1 2026 | May 11, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 4,795 | 118 | 0.02% | 0.02% | 1416 | +44 | 0.93% | Q1 2026 | Apr 28, 2026 |
| Richardson Capital Management LLC | History | Reduced | 4,634 | 114 | 0.06% | 0.06% | 1417 | -170 | -3.54% | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 4,594 | 113 | 0.01% | 0.01% | 1418 | +7 | 0.15% | Q1 2026 | May 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,544 | 112 | 0.01% | 0.01% | 1420 | -1,160 | -20.34% | Q1 2026 | Apr 16, 2026 |
| Fairman Group, LLC | History | Reduced | 4,544 | 112 | 0.1% | 0.09% | 1421 | -206 | -4.34% | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO | History | No change | 4,472 | 112 | 0.0% | 0.0% | 1419 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arkos Global Advisors | History | New | 4,468 | 111 | 0.01% | — | 1422 | +4,468 | New | Q1 2026 | May 13, 2026 |
| Orion Capital Management LLC | History | No change | 4,298 | 106 | 0.04% | 0.03% | 1423 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Reduced | 4,281 | 105 | 0.0% | 0.01% | 1424 | -1,465 | -25.5% | Q1 2026 | May 05, 2026 |
| NorthAvenue LLC | History | No change | 4,221 | 104 | 0.08% | 0.08% | 1425 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 4,174 | 103 | 0.01% | — | 1426 | +4,174 | New | Q1 2026 | May 11, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 4,062 | 101 | 0.0% | 0.0% | 1427 | +1,005 | 32.88% | Q1 2026 | May 12, 2026 |
| Whipplewood Advisors, LLC | History | No change | 4,056 | 100 | 0.05% | 0.06% | 1428 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Align Financial, LLC | History | Reduced | 3,983 | 98 | 0.06% | 0.06% | 1429 | -91,767 | -95.84% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | No change | 3,920 | 97 | 0.02% | 0.02% | 1430 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 3,860 | 95 | 0.01% | 0.01% | 1431 | +91 | 2.41% | Q1 2026 | Apr 24, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 3,806 | 94 | 0.03% | 0.03% | 1432 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Balentine LLC | History | No change | 3,778 | 93 | 0.0% | 0.0% | 1433 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | No change | 3,741 | 92 | 0.02% | 0.03% | 1434 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strengthening Families & Communities, LLC | History | New | 3,694 | 91 | 0.02% | — | 1437 | +3,694 | New | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,676 | 91 | 0.03% | 0.03% | 1435 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 3,691 | 91 | 0.01% | 0.0% | 1436 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 3,659 | 90 | 0.04% | 0.03% | 1438 | +35 | 0.97% | Q1 2026 | Apr 23, 2026 |
| SHP Wealth Management | History | No change | 3,531 | 87 | 0.01% | 0.01% | 1439 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,596 | 86 | 0.03% | 0.03% | 1440 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 3,340 | 83 | 0.0% | 0.0% | 1441 | -769 | -18.72% | Q1 2026 | May 01, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 3,387 | 83 | 0.07% | 0.07% | 1442 | -140 | -3.97% | Q1 2026 | Apr 22, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 3,320 | 82 | 0.02% | 0.2% | 1443 | -18,190 | -84.57% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 3,320 | 82 | 0.02% | 0.06% | 1444 | -4,984 | -60.02% | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 3,299 | 81 | 0.01% | 0.01% | 1445 | -167 | -4.82% | Q1 2026 | May 11, 2026 |
| Westend Capital Management, LLC | History | Reduced | 3,211 | 79 | 0.02% | 0.02% | 1446 | -301 | -8.57% | Q1 2026 | Apr 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 3,178 | 78 | 0.04% | 0.04% | 1447 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | Added to | 3,147 | 77 | 0.02% | 0.02% | 1448 | +47 | 1.52% | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,044 | 75 | 0.0% | 0.01% | 1449 | -2,085 | -40.65% | Q1 2026 | Apr 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 3,029 | 74 | 0.01% | 0.01% | 1450 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 2,978 | 73 | 0.0% | 0.0% | 1451 | +1,276 | 74.97% | Q1 2026 | Apr 30, 2026 |
| Caldwell Trust Co | History | No change | 2,922 | 72 | 0.01% | 0.01% | 1452 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,985 | 71 | 0.0% | — | 1454 | +2,985 | New | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,873 | 71 | 0.01% | 0.02% | 1453 | -1,994 | -40.97% | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 2,863 | 70 | 0.03% | 0.0% | 1455 | +2,814 | 5742.86% | Q1 2026 | May 14, 2026 |
| Clark Wealth Partners | History | No change | 2,830 | 70 | 0.05% | 0.04% | 1456 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Added to | 2,828 | 69 | 0.01% | 0.01% | 1457 | +385 | 15.76% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,766 | 68 | 0.0% | 0.01% | 1458 | -1,479 | -34.84% | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,688 | 66 | 0.01% | 0.01% | 1461 | +380 | 16.46% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 2,671 | 66 | 0.02% | 0.02% | 1462 | -100 | -3.61% | Q1 2026 | Apr 06, 2026 |
| West Branch Capital LLC | History | No change | 2,706 | 66 | 0.02% | 0.02% | 1459 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 2,704 | 66 | 0.03% | 0.03% | 1460 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | Reduced | 2,635 | 65 | 0.01% | 0.01% | 1463 | -5 | -0.19% | Q1 2026 | Apr 13, 2026 |
| Scarborough Advisors, LLC | History | New | 2,624 | 64 | 0.01% | — | 1464 | +2,624 | New | Q1 2026 | May 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2,564 | 63 | 0.07% | 0.06% | 1465 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 2,459 | 60 | 0.0% | 0.0% | 1467 | +460 | 23.01% | Q1 2026 | Apr 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,440 | 60 | 0.0% | 0.0% | 1466 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 2,403 | 59 | 0.05% | 0.08% | 1468 | -1,409 | -36.96% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | No change | 2,422 | 59 | 0.03% | 0.03% | 1469 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 2,316 | 57 | 0.02% | — | 1470 | +2,316 | New | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,224 | 55 | 0.0% | 0.0% | 1472 | +2,094 | 1610.77% | Q1 2026 | May 15, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 2,229 | 55 | 0.0% | 0.01% | 1471 | -1,518 | -40.51% | Q1 2026 | Apr 20, 2026 |
| Ascentis Independent Advisors | History | New | 2,134 | 52 | 0.0% | — | 1476 | +2,134 | New | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 2,186 | 52 | 0.0% | 0.0% | 1473 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 2,096 | 52 | 0.0% | 0.0% | 1474 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 2,000 | 52 | 0.06% | 0.07% | 1475 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2,088 | 51 | 0.03% | 0.04% | 1477 | -751 | -26.45% | Q1 2026 | May 13, 2026 |
| MTM Investment Management, LLC | History | Reduced | 2,007 | 49 | 0.02% | 0.02% | 1478 | -185 | -8.44% | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | No change | 1,967 | 48 | 0.03% | 0.03% | 1479 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,964 | 48 | 0.01% | 0.01% | 1480 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Timmons Wealth Management, LLC | History | No change | 1,963 | 48 | 0.05% | 0.05% | 1481 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,930 | 47 | 0.0% | 0.0% | 1482 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 1,886 | 46 | 0.01% | — | 1483 | +1,886 | New | Q1 2026 | Apr 20, 2026 |
| RMG Wealth Management LLC | History | No change | 1,664 | 45 | 0.01% | 0.01% | 1484 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 1,822 | 45 | 0.03% | 0.03% | 1485 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,813 | 44 | 0.0% | 0.0% | 1486 | -130 | -6.69% | Q1 2026 | Apr 13, 2026 |
| TSFG, LLC | History | No change | 1,756 | 43 | 0.01% | 0.01% | 1487 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Main Street Group, LTD | History | New | 1,723 | 42 | 0.01% | — | 1490 | +1,723 | New | Q1 2026 | May 06, 2026 |
| Kozak & Associates, Inc. | History | Added to | 1,620 | 42 | 0.01% | 0.01% | 1489 | +280 | 20.9% | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | No change | 1,723 | 42 | 0.0% | 0.0% | 1488 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Osbon Capital Management LLC | History | No change | 1,671 | 41 | 0.03% | 0.04% | 1491 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOTCO | History | New | 1,627 | 40 | 0.0% | — | 1493 | +1,627 | New | Q1 2026 | Apr 22, 2026 |
| Financial Perspectives, Inc | History | No change | 1,643 | 40 | 0.01% | 0.01% | 1492 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,554 | 38 | 0.02% | 0.01% | 1494 | +790 | 103.4% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | No change | 1,458 | 36 | 0.01% | 0.01% | 1495 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,419 | 35 | 0.0% | — | 1496 | +1,381 | 3634.21% | Q1 2026 | May 08, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 1,453 | 35 | 0.01% | 0.01% | 1498 | +368 | 33.92% | Q1 2026 | Apr 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,449 | 35 | 0.0% | 0.0% | 1497 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| High Note Wealth, LLC | History | No change | 1,348 | 33 | 0.01% | 0.01% | 1499 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 1,300 | 32 | 0.03% | 0.02% | 1503 | +614 | 89.5% | Q1 2026 | Apr 22, 2026 |
| Nemes Rush Group LLC | History | No change | 1,298 | 32 | 0.0% | 0.0% | 1500 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 1,302 | 32 | 0.02% | 0.02% | 1501 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PFS Partners, LLC | History | No change | 1,320 | 32 | 0.01% | 0.01% | 1502 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,160 | 29 | 0.02% | 0.02% | 1504 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | No change | 1,195 | 29 | 0.01% | 0.01% | 1505 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 1,174 | 29 | 0.02% | 0.02% | 1506 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 1,133 | 28 | 0.02% | 0.0% | 1508 | +841 | 288.01% | Q1 2026 | May 05, 2026 |
| CNB Bank | History | No change | 1,140 | 28 | 0.01% | 0.01% | 1507 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Costello Asset Management, INC | History | Added to | 1,084 | 26 | 0.01% | 0.0% | 1509 | +800 | 281.69% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,020 | 25 | 0.0% | 0.03% | 1511 | -2,587,195 | -99.96% | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,042 | 25 | 0.0% | — | 1512 | +1,042 | New | Q1 2026 | Apr 29, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,024 | 25 | 0.02% | 0.02% | 1510 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SIMPLEX TRADING, LLC | History | New | 984 | 24 | 0.0% | — | 1515 | +984 | New | Q1 2026 | May 14, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 971 | 24 | 0.02% | 0.02% | 1514 | +5 | 0.52% | Q1 2026 | Apr 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 974 | 24 | 0.01% | 0.01% | 1513 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 962 | 23 | 0.0% | 0.0% | 1516 | +54 | 5.95% | Q1 2026 | Apr 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 862 | 21 | 0.0% | — | 1518 | +862 | New | Q1 2026 | Apr 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 876 | 21 | 0.0% | 0.0% | 1517 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | No change | 810 | 20 | 0.0% | 0.0% | 1519 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ORG Partners LLC | History | No change | 852 | 20 | 0.0% | 0.0% | 1520 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 786 | 19 | 0.0% | 0.0% | 1521 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Your Advocates Ltd., LLP | History | No change | 786 | 19 | 0.01% | 0.01% | 1522 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Paladin Advisory Group, LLC | History | No change | 802 | 19 | 0.01% | 0.01% | 1523 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HM PAYSON & CO | History | Added to | 747 | 18 | 0.0% | 0.0% | 1524 | +693 | 1283.33% | Q1 2026 | Apr 13, 2026 |
| Friedenthal Financial | History | Added to | 705 | 17 | 0.01% | 0.01% | 1525 | +5 | 0.71% | Q1 2026 | Apr 20, 2026 |
| Financial Connections Group, Inc. | History | No change | 714 | 17 | 0.01% | 0.01% | 1526 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Reduced | 677 | 16 | 0.0% | 0.0% | 1527 | -835 | -55.22% | Q1 2026 | Apr 17, 2026 |
| United Financial Planning Group LLC | History | New | 678 | 16 | 0.01% | — | 1530 | +678 | New | Q1 2026 | May 08, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 669 | 16 | 0.0% | 0.0% | 1529 | +94 | 16.35% | Q1 2026 | Apr 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 664 | 16 | 0.0% | 0.0% | 1528 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | New | 641 | 15 | 0.0% | — | 1535 | +641 | New | Q1 2026 | May 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 618 | 15 | 0.0% | 0.0% | 1531 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 628 | 15 | 0.01% | 0.02% | 1532 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 616 | 15 | 0.01% | 0.01% | 1533 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 638 | 15 | 0.01% | 0.01% | 1534 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EFG International AG | History | New | 600 | 14 | 0.0% | — | 1539 | +600 | New | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 602 | 14 | 0.0% | 0.0% | 1537 | -587 | -49.37% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 603 | 14 | 0.0% | 0.0% | 1538 | +535 | 786.76% | Q1 2026 | May 11, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 600 | 14 | 0.0% | 0.0% | 1536 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 559 | 13 | 0.0% | 0.0% | 1541 | -45 | -7.45% | Q1 2026 | Apr 28, 2026 |
| Providence Capital Advisors, LLC | History | No change | 561 | 13 | 0.0% | 0.0% | 1540 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 528 | 13 | 0.0% | 0.0% | 1542 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 532 | 13 | 0.03% | 0.03% | 1543 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 548 | 13 | 0.01% | 0.01% | 1544 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 538 | 13 | 0.01% | 0.01% | 1545 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 506 | 12 | 0.0% | 0.0% | 1546 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 481 | 11 | 0.01% | — | 1551 | +481 | New | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | New | 474 | 11 | 0.0% | — | 1550 | +474 | New | Q1 2026 | Apr 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 454 | 11 | 0.0% | 0.0% | 1547 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 446 | 11 | 0.0% | 0.0% | 1548 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| City State Bank | History | No change | 450 | 11 | 0.0% | 0.0% | 1549 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HighMark Wealth Management LLC | History | No change | 427 | 10 | 0.0% | 0.0% | 1552 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 382 | 9 | 0.0% | 0.0% | 1557 | -151 | -28.33% | Q1 2026 | May 08, 2026 |
| West Financial Advisors, LLC | History | Added to | 367 | 9 | 0.0% | 0.0% | 1554 | +88 | 31.54% | Q1 2026 | Apr 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 370 | 9 | 0.0% | 0.0% | 1555 | +4 | 1.09% | Q1 2026 | Apr 15, 2026 |
| Horrell Capital Management, Inc. | History | No change | 390 | 9 | 0.0% | 0.0% | 1553 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 374 | 9 | 0.0% | 0.0% | 1556 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Strive Financial Group ,LLC | History | No change | 376 | 9 | 0.0% | 0.0% | 1558 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | Reduced | 358 | 8 | 0.01% | 0.01% | 1560 | -187 | -34.31% | Q1 2026 | Apr 22, 2026 |
| Colonial Trust Advisors | History | No change | 352 | 8 | 0.0% | 0.0% | 1559 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 319 | 7 | 0.0% | 0.0% | 1561 | +113 | 54.85% | Q1 2026 | May 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 290 | 7 | 0.0% | 0.0% | 1562 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 314 | 7 | 0.0% | 0.0% | 1563 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JNBA Financial Advisors | History | Reduced | 254 | 6 | 0.0% | 0.0% | 1564 | -228 | -47.3% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | No change | 282 | 6 | 0.0% | 0.0% | 1565 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 246 | 6 | 0.01% | 0.0% | 1566 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Beacon Financial Strategies CORP | History | No change | 258 | 6 | 0.0% | 0.0% | 1567 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Community Bank, N.A. | History | New | 236 | 5 | 0.0% | — | 1575 | +236 | New | Q1 2026 | May 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 230 | 5 | 0.0% | — | 1576 | +230 | New | Q1 2026 | May 05, 2026 |
| Solstein Capital, LLC | History | Added to | 220 | 5 | 0.0% | 0.0% | 1570 | +110 | 100.0% | Q1 2026 | May 14, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 212 | 5 | 0.0% | 0.0% | 1572 | +59 | 38.56% | Q1 2026 | Apr 27, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 214 | 5 | 0.0% | 0.0% | 1573 | -28 | -11.57% | Q1 2026 | Apr 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 204 | 5 | 0.0% | 0.0% | 1568 | +9 | 4.62% | Q1 2026 | May 05, 2026 |
| Towne Trust Company, N.A | History | No change | 242 | 5 | 0.0% | 0.0% | 1569 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Quaker Wealth Management, LLC | History | No change | 231 | 5 | 0.0% | 0.0% | 1571 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 240 | 5 | 0.0% | 0.0% | 1574 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 180 | 4 | 0.0% | 0.0% | 1577 | -176 | -49.44% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | New | 165 | 4 | 0.0% | — | 1582 | +165 | New | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Added to | 175 | 4 | 0.0% | 0.0% | 1581 | +75 | 75.0% | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 194 | 4 | 0.0% | 0.0% | 1578 | -5 | -2.51% | Q1 2026 | Apr 29, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 1579 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stephens Consulting, LLC | History | No change | 178 | 4 | 0.0% | 0.0% | 1580 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 160 | 3 | 0.0% | 0.0% | 1583 | -166 | -50.92% | Q1 2026 | Apr 16, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 128 | 3 | 0.0% | 0.0% | 1588 | -119 | -48.18% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 151 | 3 | 0.0% | 0.0% | 1585 | -15 | -9.04% | Q1 2026 | May 11, 2026 |
| Heritage Wealth Advisors | History | No change | 123 | 3 | 0.0% | 0.0% | 1584 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LGT Financial Advisors LLC | History | No change | 146 | 3 | 0.02% | 0.02% | 1586 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 138 | 3 | 0.0% | 0.0% | 1587 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 100 | 2 | 0.0% | — | 1592 | +100 | New | Q1 2026 | May 12, 2026 |
| Sankala Group LLC | History | New | 88 | 2 | 0.0% | — | 1591 | +88 | New | Q1 2026 | Mar 31, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 1589 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 92 | 2 | 0.0% | 0.0% | 1590 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Portus Wealth Advisors, LLC | History | New | 74 | 1 | 0.0% | — | 1599 | +74 | New | Q1 2026 | Apr 22, 2026 |
| Topsail Wealth Management, LLC | History | New | 60 | 1 | 0.0% | — | 1598 | +60 | New | Q1 2026 | Apr 21, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 41 | 1 | 0.0% | — | 1600 | +41 | New | Q1 2026 | May 11, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 70 | 1 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New Republic Capital, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 1594 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Graney & King, LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 72 | 1 | 0.0% | 0.0% | 1596 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 64 | 1 | 0.0% | 0.0% | 1597 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -976,959 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK HAPOALIM BM | History | Closed out | 0 | 0 | — | 0.88% | — | -422,900 | -100.0% | Q1 2026 | May 04, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 2.67% | — | -195,099 | -100.0% | Q1 2026 | May 14, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -184,269 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -176,122 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -74,120 | -100.0% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -72,978 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -64,686 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -54,786 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -52,802 | -100.0% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -52,524 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -51,904 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -48,927 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,802 | -100.0% | Q1 2026 | May 14, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.48% | — | -26,742 | -100.0% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,826 | -100.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -22,695 | -100.0% | Q1 2026 | May 15, 2026 |
| Rubicon Advisors, GP | History | Closed out | 0 | 0 | — | 0.48% | — | -21,636 | -100.0% | Q1 2026 | May 14, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.04% | — | -19,899 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Aerodigm Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -18,679 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -17,098 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -16,425 | -100.0% | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -13,592 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Presidio Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,349 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Ascent Advisors, LLC | History | Closed out | 0 | 0 | — | 55.13% | — | -11,910 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Journey Beyond Wealth, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -11,259 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Parsonex Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -10,832 | -100.0% | Q1 2026 | May 12, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,791 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Wood Tarver Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,264 | -100.0% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,061 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,746 | -100.0% | Q1 2026 | May 01, 2026 |
| Sage Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,300 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Platform Technology Partners | History | Closed out | 0 | 0 | — | 0.05% | — | -9,237 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Vawter Financial, Ltd. | History | Closed out | 0 | 0 | — | 0.09% | — | -9,033 | -100.0% | Q1 2026 | May 15, 2026 |
| JGP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,742 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -8,738 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Coastal Bridge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,542 | -100.0% | Q1 2026 | May 14, 2026 |
| Ellevest, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,517 | -100.0% | Q1 2026 | May 11, 2026 |
| ARS Wealth Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,397 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AIMZ Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,330 | -100.0% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,127 | -100.0% | Q1 2026 | May 04, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,862 | -100.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,846 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,649 | -100.0% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,239 | -100.0% | Q1 2026 | May 04, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -809 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q1 2026 | May 01, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -422 | -100.0% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q1 2026 | Apr 09, 2026 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Trust Co | History | Added to | 34 | 0 | — | — | — | +11 | 47.83% | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wagner Wealth Management, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Walsh & Associates, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |