iSHARES TRUST - AGG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 132,174,808 | 13,025,584 | 6.26% | 8.44% | 1 | -6,383,989 | -4.61% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 88,714,666 | 8,806,702 | 2.71% | 2.63% | 2 | +3,953,847 | 4.66% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 69,660,482 | 6,915,196 | 0.51% | 0.39% | 3 | +15,923,080 | 29.63% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 63,695,880 | 6,323,089 | 1.19% | 1.11% | 4 | +2,905,154 | 4.78% | Q1 2026 | Jul 08, 2026 |
| BlackRock, Inc. | History | Reduced | 53,432,808 | 5,304,274 | 0.09% | 0.09% | 5 | -779,208 | -1.44% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 44,575,170 | 4,424,930 | 1.18% | 1.07% | 6 | +8,597,911 | 23.9% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 42,548,783 | 4,223,855 | 5.13% | 5.01% | 7 | -295,328 | -0.69% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 39,348,759 | 3,906,151 | 5.78% | 5.52% | 8 | +3,089,191 | 8.52% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 32,522,000 | 3,228,459 | 0.19% | 0.19% | 9 | +38,585 | 0.12% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 23,905,376 | 2,373,087 | 4.5% | 5.0% | 10 | -2,350,108 | -8.95% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 20,758,453 | 2,060,691 | 0.27% | 0.26% | 11 | +52,528 | 0.25% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 15,252,353 | 1,514,101 | 1.61% | 1.68% | 12 | -175,807 | -1.14% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,925,651 | 1,470,766 | 3.0% | 2.66% | 13 | -4,695,419 | -23.93% | Q1 2026 | Apr 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,632,180 | 1,450,152 | 0.34% | 0.33% | 14 | -188,653 | -1.27% | Q1 2026 | Jul 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 14,115,260 | 1,401,221 | 0.16% | 0.18% | 15 | -279,357 | -1.94% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 14,026,407 | 1,392,401 | 0.94% | 0.76% | 16 | +3,381,864 | 31.77% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 13,878,686 | 1,377,737 | 0.37% | 0.38% | 17 | -206,675 | -1.47% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 13,748,217 | 1,364,773 | 1.59% | 1.43% | 18 | +1,687,584 | 13.99% | Q1 2026 | May 13, 2026 |
| Acorns Advisers, LLC | History | Added to | 13,469,227 | 1,337,090 | 9.94% | 9.88% | 19 | +287,768 | 2.18% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,487,961 | 1,335,847 | 0.09% | 0.08% | 20 | +1,152,647 | 9.34% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,962,808 | 1,286,817 | 0.79% | 0.78% | 21 | +684,772 | 5.58% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 11,984,271 | 1,189,678 | 0.18% | 0.15% | 22 | +2,576,891 | 27.39% | Q1 2026 | May 05, 2026 |
| Arizona PSPRS Trust | History | Added to | 11,407,472 | 1,132,419 | 41.66% | 41.67% | 23 | +73,069 | 0.64% | Q1 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,336,251 | 1,026,079 | 0.59% | 0.54% | 24 | +451,566 | 4.57% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 9,085,333 | 901,901 | 0.05% | 0.05% | 25 | +178,830 | 2.01% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 8,902,771 | 883,778 | 1.25% | 1.16% | 26 | +910,968 | 11.4% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 8,646,419 | 858,329 | 9.39% | 8.72% | 27 | +660,382 | 8.27% | Q1 2026 | May 13, 2026 |
| Johns Hopkins University | History | No change | 8,024,716 | 796,613 | 57.73% | 58.37% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,510,131 | 745,530 | 1.01% | 1.02% | 29 | -130,389 | -1.71% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,319,250 | 726,583 | 0.67% | 0.67% | 30 | -187,106 | -2.49% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,744,642 | 669,542 | 0.12% | 0.08% | 31 | +1,898,484 | 39.18% | Q1 2026 | May 15, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 6,726,030 | 667,692 | 78.5% | 55.17% | 32 | -2,000,933 | -22.93% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,649,043 | 660,050 | 0.12% | 0.1% | 33 | +750,257 | 12.72% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 6,570,711 | 652,274 | 0.1% | 0.1% | 34 | -194,465 | -2.87% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,284,686 | 623,880 | 2.4% | — | 35 | +6,284,686 | New | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,239,080 | 619,349 | 1.08% | 1.15% | 36 | +187,655 | 3.1% | Q1 2026 | May 14, 2026 |
| Constellation Investments, Inc. | History | Reduced | 5,920,906 | 587,768 | 19.51% | 21.77% | 37 | -1,142,013 | -16.17% | Q1 2026 | Apr 22, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 5,733,700 | 569,184 | 0.68% | 0.69% | 38 | -115,400 | -1.97% | Q1 2026 | May 13, 2026 |
| Members Trust Co | History | Added to | 5,724,306 | 568,251 | 18.88% | 17.89% | 39 | +234,410 | 4.27% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,167,126 | 512,940 | 3.11% | 2.96% | 40 | +335,899 | 6.95% | Q1 2026 | May 05, 2026 |
| Mastercard Foundation Asset Management Corp | History | No change | 4,125,631 | 409,551 | 1.22% | 1.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 4,114,974 | 408,493 | 11.98% | 10.83% | 42 | +476,306 | 13.09% | Q1 2026 | Apr 14, 2026 |
| Simplify Asset Management Inc. | History | Added to | 4,100,066 | 407,013 | 6.25% | 4.57% | 43 | +1,299,935 | 46.42% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 3,916,831 | 389,098 | 1.92% | 1.81% | 44 | +472,713 | 13.73% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,905,414 | 387,690 | 3.28% | 3.69% | 45 | -687,327 | -14.97% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,751,130 | 372,374 | 1.9% | 2.18% | 46 | -230,418 | -5.79% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | Added to | 3,710,454 | 368,336 | 13.46% | 12.24% | 47 | +86,702 | 2.39% | Q1 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 3,697,706 | 367,071 | 0.16% | 0.17% | 48 | -85,464 | -2.26% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,679,473 | 365,261 | 4.22% | 5.97% | 49 | -1,225,933 | -24.99% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 3,411,430 | 338,652 | 0.16% | 0.15% | 50 | +56,033 | 1.67% | Q1 2026 | May 18, 2026 |
| South Dakota Investment Council | History | Added to | 3,272,335 | 324,845 | 6.19% | 5.36% | 51 | +451,100 | 15.99% | Q1 2026 | May 18, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,190,653 | 316,736 | 1.56% | 1.44% | 52 | +410,160 | 14.75% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,183,564 | 316,032 | 0.58% | 0.41% | 53 | +1,882,701 | 144.73% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,057,730 | 303,540 | 1.68% | 2.72% | 54 | -4,709,618 | -60.63% | Q1 2026 | Apr 29, 2026 |
| MASON STREET ADVISORS, LLC | History | Reduced | 3,049,263 | 302,700 | 29.58% | 30.54% | 55 | -57,967 | -1.87% | Q1 2026 | May 06, 2026 |
| Balentine LLC | History | Reduced | 2,964,878 | 294,323 | 11.85% | 11.27% | 56 | -9,222 | -0.31% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,862,201 | 285,876 | 0.09% | 0.15% | 57 | -1,937,437 | -40.37% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 2,740,098 | 272,009 | 2.37% | 2.85% | 58 | -167,511 | -5.76% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,729,403 | 270,947 | 0.29% | 0.29% | 59 | +17,399 | 0.64% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,603,789 | 258,478 | 0.32% | 0.34% | 60 | -199,115 | -7.1% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 2,570,509 | 256,742 | 1.02% | 1.02% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,533,553 | 251,505 | 1.25% | 1.33% | 62 | +114,945 | 4.75% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 2,450,953 | 243,306 | 2.78% | 2.71% | 63 | +49,490 | 2.06% | Q1 2026 | Apr 20, 2026 |
| Stairway Partners, LLC | History | Added to | 2,435,318 | 241,754 | 12.52% | 12.46% | 64 | +25,200 | 1.05% | Q1 2026 | Apr 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,431,481 | 241,373 | 0.03% | 0.0% | 65 | +2,409,881 | 11156.86% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,426,044 | 240,833 | 1.71% | 1.77% | 66 | +102,634 | 4.42% | Q1 2026 | Apr 14, 2026 |
| Disciplina Capital Management LLC | History | Added to | 2,237,842 | 222,150 | 23.54% | 25.19% | 67 | +34,761 | 1.58% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,169,442 | 215,391 | 0.32% | 0.29% | 68 | +181,260 | 9.12% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,013,080 | 199,838 | 0.21% | 0.25% | 69 | -253,618 | -11.19% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,987,106 | 197,260 | 3.01% | 2.07% | 70 | +581,376 | 41.36% | Q1 2026 | May 01, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 1,896,989 | 188,314 | 14.6% | 14.09% | 71 | +47,254 | 2.55% | Q1 2026 | Apr 24, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,880,132 | 186,640 | 4.91% | 6.17% | 72 | -441,305 | -19.01% | Q1 2026 | Apr 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 1,875,166 | 186,147 | 3.92% | 1.44% | 73 | +1,183,073 | 170.94% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,842,892 | 182,520 | 1.39% | — | 74 | +1,842,892 | New | Q1 2026 | May 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 1,822,924 | 180,961 | 2.04% | 4.15% | 75 | -2,273,076 | -55.5% | Q1 2026 | May 05, 2026 |
| National Philanthropic Trust | History | Added to | 1,807,317 | 179,412 | 1.91% | 1.5% | 76 | +282,496 | 18.53% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,789,175 | 177,611 | 5.69% | 3.31% | 77 | -127,489 | -6.65% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,782,280 | 176,926 | 0.25% | 0.23% | 78 | +35,594 | 2.04% | Q1 2026 | Apr 27, 2026 |
| Howard Capital Management Inc. | History | Reduced | 1,734,205 | 172,154 | 2.82% | 2.24% | 79 | -32 | -0.0% | Q1 2026 | May 05, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 1,700,375 | 168,796 | 2.31% | — | 80 | +1,700,375 | New | Q1 2026 | May 01, 2026 |
| Destination Wealth Management | History | Added to | 1,685,577 | 167,327 | 4.35% | 4.16% | 81 | +92,031 | 5.78% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,668,749 | 165,656 | 2.26% | 1.85% | 82 | +379,769 | 29.46% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,627,479 | 161,559 | 0.06% | 0.1% | 83 | -1,200,838 | -42.46% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 1,617,571 | 161,498 | 6.2% | 7.13% | 84 | -154,997 | -8.74% | Q1 2026 | Apr 24, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,586,900 | 157,531 | 0.18% | 0.07% | 85 | +944,743 | 147.12% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 1,532,631 | 152,144 | 4.21% | 4.13% | 86 | +30,004 | 2.0% | Q1 2026 | Apr 21, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,525,036 | 151,390 | 2.87% | 2.79% | 87 | +45,149 | 3.05% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,511,255 | 150,022 | 0.79% | 0.63% | 88 | +616,495 | 68.9% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,468,473 | 145,775 | 0.38% | 0.37% | 89 | +69,103 | 4.94% | Q1 2026 | Apr 30, 2026 |
| REBALANCE, LLC | History | Added to | 1,460,298 | 144,963 | 8.42% | 8.29% | 90 | +40,358 | 2.84% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,413,455 | 140,313 | 0.35% | 0.34% | 91 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,387,678 | 137,754 | 0.02% | 0.0% | 92 | +1,317,373 | 1873.8% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,359,041 | 134,912 | 0.37% | 0.38% | 93 | -206,419 | -13.19% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,357,568 | 134,765 | 1.98% | 2.14% | 94 | -30,609 | -2.2% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,417,019 | 134,696 | 0.19% | 0.2% | 95 | -110,615 | -7.24% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 1,353,980 | 134,409 | 2.72% | 2.39% | 96 | +2,376 | 0.18% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,352,490 | 134,261 | 0.09% | 0.07% | 97 | +95,077 | 7.56% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,337,798 | 133,588 | 0.15% | 0.16% | 98 | -29,460 | -2.15% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 1,331,097 | 132,137 | 2.71% | 2.63% | 99 | +39,178 | 3.03% | Q1 2026 | May 14, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 1,322,000 | 131,234 | 4.8% | 7.22% | 100 | -843,000 | -38.94% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,316,830 | 130,721 | 1.61% | 1.64% | 101 | +42,630 | 3.35% | Q1 2026 | May 08, 2026 |
| Trajan Wealth LLC | History | Added to | 1,311,668 | 130,209 | 5.26% | 5.32% | 102 | +34,183 | 2.68% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,275,623 | 126,631 | 0.04% | 0.04% | 103 | +6,181 | 0.49% | Q1 2026 | May 05, 2026 |
| V-Square Quantitative Management LLC | History | No change | 1,269,238 | 125,997 | 13.32% | 13.18% | 104 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,245,263 | 123,816 | 3.94% | 3.74% | 105 | +171,680 | 15.99% | Q1 2026 | May 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,243,118 | 123,404 | 2.14% | 2.18% | 106 | +46,615 | 3.9% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,151,847 | 114,343 | 0.06% | 0.07% | 107 | +3,081 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,148,966 | 113,971 | 0.19% | 0.19% | 108 | -42,135 | -3.54% | Q1 2026 | May 05, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,139,242 | 113,091 | 1.9% | 1.76% | 109 | +81,552 | 7.71% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,085,741 | 107,781 | 0.39% | 0.39% | 110 | -3,294 | -0.3% | Q1 2026 | Apr 24, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 1,053,708 | 104,601 | 10.92% | 10.71% | 111 | +22,762 | 2.21% | Q1 2026 | May 04, 2026 |
| GenTrust, LLC | History | Added to | 1,045,805 | 103,817 | 4.44% | 4.5% | 112 | +848 | 0.08% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,042,908 | 103,529 | 0.88% | 0.87% | 113 | -138,538 | -11.73% | Q1 2026 | May 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 1,042,076 | 103,446 | 10.76% | 11.08% | 114 | -4,025 | -0.38% | Q1 2026 | Apr 08, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 992,594 | 98,534 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Brooklyn Investment Group | History | Added to | 990,271 | 98,304 | 3.07% | 3.07% | 116 | +326,359 | 49.16% | Q1 2026 | Apr 29, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 980,458 | 97,330 | 6.26% | 5.9% | 117 | +44,670 | 4.77% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 975,887 | 96,876 | 1.55% | 1.56% | 118 | +20,822 | 2.18% | Q1 2026 | Jun 23, 2026 |
| Affiance Financial, LLC | History | Added to | 972,104 | 96,500 | 15.64% | 14.42% | 119 | +74,435 | 8.29% | Q1 2026 | Apr 14, 2026 |
| Steele Capital Management, Inc. | History | Added to | 952,311 | 94,535 | 3.92% | 4.0% | 120 | +18,917 | 2.03% | Q1 2026 | Apr 29, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 948,439 | 94,151 | 2.86% | 2.49% | 121 | +106,050 | 12.59% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 943,173 | 93,628 | 12.85% | 12.46% | 122 | +38,054 | 4.2% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 940,878 | 93,401 | 1.07% | 1.11% | 123 | -28,470 | -2.94% | Q1 2026 | Apr 16, 2026 |
| 1832 Asset Management L.P. | History | Added to | 940,523 | 93,365 | 0.09% | 0.07% | 124 | +21,747 | 2.37% | Q1 2026 | May 14, 2026 |
| Greenspring Advisors, LLC | History | Added to | 938,411 | 93,156 | 5.68% | 5.41% | 125 | +55,243 | 6.26% | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 929,676 | 92,288 | 1.68% | 1.82% | 126 | -23,553,743 | -96.2% | Q1 2026 | May 07, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 927,461 | 92,069 | 2.08% | 2.08% | 127 | +23,215 | 2.57% | Q1 2026 | May 12, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 926,085 | 91,932 | 14.37% | 14.61% | 128 | +15,853 | 1.74% | Q1 2026 | May 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 915,513 | 90,882 | 11.28% | 9.83% | 129 | +157,194 | 20.73% | Q1 2026 | Apr 27, 2026 |
| Zhang Financial LLC | History | Added to | 898,297 | 89,173 | 3.08% | 1.7% | 130 | +442,516 | 97.09% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 854,978 | 84,873 | 0.31% | 0.34% | 131 | -83,741 | -8.92% | Q1 2026 | Jun 02, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | Added to | 847,733 | 84,154 | 25.64% | 25.23% | 132 | +14,995 | 1.8% | Q1 2026 | May 14, 2026 |
| iA Global Asset Management Inc. | History | Added to | 846,258 | 84,008 | 1.19% | 1.03% | 133 | +36,931 | 4.56% | Q1 2026 | Apr 23, 2026 |
| PDS Planning, Inc | History | Added to | 844,140 | 83,797 | 5.53% | 5.27% | 134 | +53,598 | 6.78% | Q1 2026 | Apr 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 835,021 | 82,892 | 0.24% | 0.24% | 135 | -29,110 | -3.37% | Q1 2026 | Aug 12, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 829,407 | 82,335 | 6.9% | 5.44% | 136 | +125,994 | 17.91% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 827,495 | 82,146 | 0.2% | 0.17% | 137 | +77,025 | 10.26% | Q1 2026 | Apr 22, 2026 |
| Ellenbecker Investment Group | History | Added to | 822,182 | 81,618 | 10.99% | 10.22% | 138 | +90,541 | 12.38% | Q1 2026 | Apr 23, 2026 |
| NEOS Investment Management LLC | History | Added to | 821,784 | 81,318 | 0.41% | 0.38% | 139 | +167,433 | 25.59% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 800,123 | 79,428 | 0.64% | — | 140 | +800,123 | New | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 787,731 | 78,189 | 0.15% | 0.13% | 141 | +63,238 | 8.73% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 786,743 | 78,121 | 0.48% | 0.48% | 142 | -3,668 | -0.46% | Q1 2026 | May 15, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 772,082 | 76,814 | 5.64% | 5.63% | 143 | +19,947 | 2.65% | Q1 2026 | Apr 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 754,871 | 74,936 | 1.26% | 1.24% | 144 | +10,440 | 1.4% | Q1 2026 | Apr 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 752,320 | 74,682 | 0.6% | 0.58% | 145 | +14,367 | 1.95% | Q1 2026 | May 14, 2026 |
| Juniper Hill Capital Management LP | History | No change | 736,489 | 73,560 | 17.57% | 17.57% | 146 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 718,647 | 71,340 | 7.28% | 7.36% | 147 | -534 | -0.07% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 716,229 | 71,100 | 0.02% | 0.02% | 148 | -20,609 | -2.8% | Q1 2026 | May 13, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 712,901 | 70,769 | 4.14% | 3.89% | 149 | +38,639 | 5.73% | Q1 2026 | Apr 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 712,423 | 70,722 | 0.6% | 0.57% | 150 | +48,290 | 7.27% | Q1 2026 | May 07, 2026 |
| Charles Schwab Trust Co | History | Added to | 705,761 | 70,060 | 4.54% | 4.56% | 151 | +11,277 | 1.62% | Q1 2026 | Apr 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 700,628 | 69,551 | 3.89% | 3.73% | 152 | +37,385 | 5.64% | Q1 2026 | Apr 20, 2026 |
| Verger Capital Management LLC | History | Added to | 698,494 | 69,339 | 20.44% | 19.39% | 153 | +42,894 | 6.54% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 697,954 | 69,285 | 4.47% | 3.32% | 154 | -22,147 | -3.08% | Q1 2026 | May 08, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 695,423 | 69,034 | 14.06% | 14.1% | 155 | +4,308 | 0.62% | Q1 2026 | Apr 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 694,750 | 68,967 | 0.07% | 0.08% | 156 | -132,777 | -16.05% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 694,611 | 68,954 | 0.03% | 0.04% | 157 | -106,839 | -13.33% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 685,904 | 68,090 | 0.12% | 0.1% | 158 | +41,007 | 6.36% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 675,703 | 67,077 | 1.79% | 1.86% | 159 | +98,220 | 17.01% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 665,295 | 66,043 | 6.19% | 6.14% | 160 | +10,163 | 1.55% | Q1 2026 | Apr 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 662,299 | 65,746 | 1.84% | 1.49% | 161 | +89,678 | 15.66% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 661,534 | 65,671 | 0.51% | 0.54% | 162 | +23,302 | 3.65% | Q1 2026 | Apr 07, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 660,811 | 65,598 | 2.21% | 2.46% | 163 | -45,328 | -6.42% | Q1 2026 | May 14, 2026 |
| Bell Bank | History | Added to | 656,447 | 65,165 | 2.76% | 2.63% | 164 | +40,078 | 6.5% | Q1 2026 | Apr 23, 2026 |
| Prentice Wealth Management LLC | History | Added to | 651,758 | 64,700 | 14.6% | 13.81% | 165 | +46,515 | 7.69% | Q1 2026 | Apr 17, 2026 |
| Permanent Capital Management, LP | History | Added to | 647,425 | 64,159 | 9.98% | 2.7% | 166 | +508,843 | 367.18% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 635,151 | 63,051 | 0.17% | 0.19% | 167 | -84,294 | -11.72% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 629,384 | 62,478 | 0.77% | 0.77% | 168 | +8,094 | 1.3% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 621,215 | 61,668 | 0.19% | 0.18% | 169 | +21,490 | 3.58% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 620,617 | 61,608 | 0.61% | 0.6% | 170 | +33,862 | 5.77% | Q1 2026 | Apr 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 620,277 | 61,574 | 3.55% | 3.35% | 171 | +19,254 | 3.2% | Q1 2026 | Apr 20, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 613,783 | 60,930 | 5.83% | 2.76% | 172 | +324,817 | 112.41% | Q1 2026 | Apr 10, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 609,491 | 60,504 | 1.09% | 1.15% | 173 | -7,315 | -1.19% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 609,012 | 60,456 | 0.23% | 0.22% | 174 | +70,046 | 13.0% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 608,432 | 60,399 | 2.17% | 2.04% | 175 | +22,390 | 3.82% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 607,761 | 60,332 | 0.18% | 0.13% | 176 | +240,578 | 65.52% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 592,828 | 58,852 | 0.45% | 0.43% | 177 | +21,295 | 3.73% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 590,558 | 58,624 | 0.12% | 0.26% | 178 | -675,310 | -53.35% | Q1 2026 | May 06, 2026 |
| Rock Creek Group LLC | History | Added to | 589,149 | 58,484 | 5.92% | 6.55% | 179 | +4,739 | 0.81% | Q1 2026 | May 11, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 575,869 | 57,166 | 20.15% | 19.83% | 180 | +488 | 0.08% | Q1 2026 | May 11, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 574,298 | 57,010 | 21.83% | 21.33% | 181 | +25,281 | 4.6% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Added to | 569,092 | 56,493 | 0.86% | 0.81% | 182 | +36,313 | 6.82% | Q1 2026 | May 08, 2026 |
| Planning Project LLC | History | No change | 558,699 | 55,802 | 14.02% | 14.02% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 558,851 | 55,477 | 0.63% | 1.12% | 184 | -462,227 | -45.27% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 558,142 | 55,406 | 0.22% | 0.21% | 185 | +39,938 | 7.71% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 551,062 | 54,577 | 1.97% | 1.67% | 186 | +111,475 | 25.36% | Q1 2026 | May 15, 2026 |
| Bricktown Capital, LLC | History | Reduced | 542,198 | 53,823 | 10.6% | 9.58% | 187 | -27,369 | -4.81% | Q1 2026 | Apr 16, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 536,266 | 53,235 | 7.29% | 6.97% | 188 | +63,693 | 13.48% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 532,974 | 53,232 | 0.34% | 0.34% | 189 | +34,777 | 6.98% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 533,901 | 53,000 | 0.59% | 0.71% | 190 | +6,943 | 1.32% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 533,881 | 52,998 | 0.76% | 0.76% | 191 | +92,260 | 20.89% | Q1 2026 | May 12, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 533,732 | 52,983 | 5.12% | 3.74% | 192 | +72,408 | 15.7% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 529,396 | 52,198 | 0.58% | 0.31% | 193 | +281,731 | 113.75% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | Added to | 524,169 | 52,034 | 3.44% | 2.96% | 194 | +31,458 | 6.38% | Q1 2026 | May 29, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 523,677 | 51,985 | 23.58% | 23.09% | 195 | +23,877 | 4.78% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 518,001 | 51,421 | 0.01% | 0.01% | 196 | -123,408 | -19.24% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 507,055 | 50,335 | 10.4% | 11.01% | 197 | -6,853 | -1.33% | Q1 2026 | Apr 30, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 506,437 | 50,273 | 5.89% | 9.1% | 198 | -271,833 | -34.93% | Q1 2026 | Apr 10, 2026 |
| MAI Capital Management | History | Added to | 504,830 | 50,114 | 0.28% | 0.27% | 199 | +32,842 | 6.96% | Q1 2026 | May 15, 2026 |
| Liquid Strategies, LLC | History | Added to | 499,119 | 49,547 | 10.64% | 7.15% | 200 | +170,280 | 51.78% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 494,966 | 49,135 | 1.02% | 1.05% | 201 | +2,983 | 0.61% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 494,480 | 49,087 | 0.55% | 0.38% | 202 | +163,226 | 49.28% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 488,227 | 48,466 | 0.2% | 0.19% | 203 | +18,763 | 4.0% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 483,702 | 48,017 | 0.23% | 0.21% | 204 | +30,780 | 6.8% | Q1 2026 | Apr 24, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 483,698 | 48,016 | 2.39% | 2.19% | 205 | +38,531 | 8.66% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 482,175 | 47,865 | 0.66% | 0.64% | 206 | +33,882 | 7.56% | Q1 2026 | Apr 08, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 481,289 | 47,777 | 11.98% | 13.0% | 207 | -21,551 | -4.29% | Q1 2026 | Apr 17, 2026 |
| Abound Wealth Management | History | Added to | 480,838 | 47,732 | 10.85% | 10.62% | 208 | +26,906 | 5.93% | Q1 2026 | Apr 10, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 478,375 | 47,488 | 5.76% | 5.16% | 209 | +19,978 | 4.36% | Q1 2026 | May 14, 2026 |
| Twele Capital Management, Inc. | History | Added to | 475,327 | 47,185 | 8.41% | 8.38% | 210 | +5,754 | 1.23% | Q1 2026 | Apr 07, 2026 |
| Single Point Partners, LLC | History | Added to | 1,562,047 | 46,999 | 9.35% | 8.81% | 211 | +1,095,164 | 234.57% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 468,618 | 46,519 | 0.08% | 0.07% | 212 | +62,770 | 15.47% | Q1 2026 | May 14, 2026 |
| Gridiron Partners, LLC | History | Reduced | 467,661 | 46,267 | 28.27% | 27.19% | 213 | -10,153 | -2.12% | Q1 2026 | Apr 13, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 465,781 | 46,238 | 8.34% | 8.16% | 214 | +4,142 | 0.9% | Q1 2026 | Apr 30, 2026 |
| Boston Partners | History | Reduced | 456,804 | 45,346 | 0.05% | 0.05% | 215 | -3,795 | -0.82% | Q1 2026 | May 11, 2026 |
| Black Diamond Financial, LLC | History | Added to | 449,571 | 44,628 | 4.87% | 4.49% | 216 | +22,790 | 5.34% | Q1 2026 | May 05, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 449,359 | 44,607 | 7.88% | 7.9% | 217 | -841 | -0.19% | Q1 2026 | Apr 17, 2026 |
| MTC Wealth Management LLC | History | Added to | 449,187 | 44,590 | 21.18% | 19.33% | 218 | +36,723 | 8.9% | Q1 2026 | May 04, 2026 |
| Fiduciary Group, LLC | History | Added to | 447,888 | 44,461 | 3.8% | 3.23% | 219 | +62,267 | 16.15% | Q1 2026 | May 11, 2026 |
| Cornerstone Management, Inc. | History | Added to | 445,933 | 44,267 | 7.05% | 6.86% | 220 | +24,914 | 5.92% | Q1 2026 | Apr 16, 2026 |
| James J. Burns & Company, LLC | History | Added to | 445,648 | 44,239 | 6.0% | 3.52% | 221 | +189,989 | 74.31% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 438,042 | 43,484 | 0.66% | 0.52% | 222 | -9,576 | -2.14% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Added to | 437,958 | 43,476 | 1.5% | 1.45% | 223 | +12,606 | 2.96% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 433,617 | 43,045 | 2.3% | 2.62% | 224 | -8,633 | -1.95% | Q1 2026 | Apr 16, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 430,257 | 42,711 | 36.57% | 35.79% | 225 | +27,146 | 6.73% | Q1 2026 | Apr 27, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Reduced | 427,728 | 42,460 | 6.16% | 6.31% | 226 | -11,609 | -2.64% | Q1 2026 | Apr 17, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 425,964 | 42,287 | 11.96% | 11.97% | 227 | +12,201 | 2.95% | Q1 2026 | Apr 30, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 425,375 | 42,227 | 6.13% | 5.61% | 228 | +36,497 | 9.39% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 421,304 | 42,079 | 0.75% | 0.75% | 229 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 423,670 | 42,057 | 2.52% | 4.26% | 230 | -277,773 | -39.6% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | Added to | 418,434 | 41,500 | 1.81% | 1.74% | 231 | +24,111 | 6.11% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 412,073 | 40,906 | 0.44% | 0.4% | 232 | +58,946 | 16.69% | Q1 2026 | Apr 20, 2026 |
| CIBC Bancorp USA Inc. | History | New | 409,600 | 40,659 | 0.05% | — | 233 | +409,600 | New | Q1 2026 | May 12, 2026 |
| Towercrest Capital Management | History | Added to | 408,315 | 40,535 | 6.32% | 6.03% | 234 | +25,706 | 6.72% | Q1 2026 | May 01, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 407,435 | 40,446 | 5.26% | 5.27% | 235 | +6,549 | 1.63% | Q1 2026 | Apr 28, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 406,755 | 40,378 | 4.99% | 4.67% | 236 | +38,344 | 10.41% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 405,504 | 40,254 | 0.78% | 0.76% | 237 | +19,264 | 4.99% | Q1 2026 | Apr 14, 2026 |
| WHI TRUST Co LLC | History | Added to | 404,787 | 40,183 | 30.27% | 28.6% | 238 | +33,196 | 8.93% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 400,371 | 39,744 | 1.03% | — | 239 | +400,371 | New | Q1 2026 | May 15, 2026 |
| eCIO, Inc. | History | Added to | 399,971 | 39,705 | 17.45% | 15.95% | 240 | +56,972 | 16.61% | Q1 2026 | Apr 14, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 399,490 | 39,657 | 9.29% | 9.0% | 241 | +16,750 | 4.38% | Q1 2026 | Apr 17, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 398,229 | 39,532 | 2.58% | 2.45% | 242 | +9,422 | 2.42% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 396,967 | 39,406 | 0.13% | 0.17% | 243 | -135,278 | -25.42% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 394,918 | 39,203 | 0.03% | 0.04% | 244 | -84,558 | -17.64% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 394,329 | 39,145 | 1.97% | 1.43% | 245 | +107,260 | 37.36% | Q1 2026 | May 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 393,707 | 39,083 | 12.77% | 5.41% | 246 | +227,326 | 136.63% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 391,936 | 38,907 | 0.17% | 0.14% | 247 | +55,564 | 16.52% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 390,805 | 38,795 | 2.85% | 2.91% | 248 | +2,834 | 0.73% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 388,261 | 38,542 | 0.06% | 0.06% | 249 | -19,526 | -4.79% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 387,815 | 38,498 | 4.05% | 2.86% | 250 | +233,592 | 151.46% | Q1 2026 | Apr 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 379,390 | 37,662 | 2.52% | 3.1% | 251 | +38,137 | 11.18% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 375,840 | 37,309 | 1.64% | 2.02% | 252 | -53,259 | -12.41% | Q1 2026 | Apr 28, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 375,696 | 37,295 | 3.32% | 3.5% | 253 | -5,839 | -1.53% | Q1 2026 | May 01, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 374,806 | 37,207 | 1.66% | 1.71% | 254 | -6,165 | -1.62% | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 370,199 | 36,749 | 2.14% | 1.96% | 255 | +37,918 | 11.41% | Q1 2026 | Apr 30, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 369,979 | 36,727 | 1.51% | 1.44% | 256 | +17,143 | 4.86% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 369,575 | 36,687 | 1.62% | 1.6% | 257 | +14,766 | 4.16% | Q1 2026 | May 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 367,543 | 36,486 | 4.92% | 4.7% | 258 | +20,260 | 5.83% | Q1 2026 | Apr 08, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 367,131 | 36,445 | 3.78% | 2.5% | 259 | +135,656 | 58.61% | Q1 2026 | Apr 30, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 366,258 | 36,358 | 3.85% | 4.1% | 260 | -3,775 | -1.02% | Q1 2026 | Apr 20, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 361,118 | 35,848 | 16.43% | 16.85% | 261 | +3,928 | 1.1% | Q1 2026 | May 14, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 360,480 | 35,784 | 1.89% | 1.88% | 262 | +3,053 | 0.85% | Q1 2026 | Apr 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 359,703 | 35,707 | 1.36% | 0.84% | 263 | +129,191 | 56.05% | Q1 2026 | May 11, 2026 |
| First Bank & Trust | History | Added to | 357,684 | 35,507 | 5.72% | 4.96% | 264 | +52,599 | 17.24% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 356,969 | 35,436 | 0.07% | 0.07% | 265 | -10,993 | -2.99% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 356,797 | 35,419 | 1.09% | 1.08% | 266 | +2,011 | 0.57% | Q1 2026 | May 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 355,184 | 35,074 | 0.25% | 0.07% | 267 | +248,486 | 232.89% | Q1 2026 | May 14, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 352,543 | 34,996 | 9.69% | 8.9% | 268 | +18,601 | 5.57% | Q1 2026 | May 12, 2026 |
| LVZ, Inc. | History | Added to | 349,732 | 34,717 | 3.96% | 3.77% | 269 | +11,739 | 3.47% | Q1 2026 | Apr 28, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 347,987 | 34,544 | 9.29% | 9.86% | 270 | +5,328 | 1.55% | Q1 2026 | May 13, 2026 |
| Passaic Partners LLC | History | New | 346,733 | 34,420 | 3.22% | — | 271 | +346,733 | New | Q1 2026 | May 15, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 343,924 | 34,141 | 15.22% | 19.16% | 272 | -24,422 | -6.63% | Q1 2026 | May 06, 2026 |
| UNITED BANK | History | Added to | 343,098 | 34,059 | 4.36% | 4.2% | 273 | +24,884 | 7.82% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 338,179 | 33,571 | 1.74% | 1.76% | 274 | +6,605 | 1.99% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 337,233 | 33,477 | 0.61% | 0.51% | 275 | +50,572 | 17.64% | Q1 2026 | Apr 10, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 335,535 | 33,308 | 4.61% | 4.63% | 276 | +3,369 | 1.01% | Q1 2026 | Apr 21, 2026 |
| Global Endowment Management, LP | History | Added to | 334,661 | 33,222 | 3.71% | 1.76% | 277 | +193,455 | 137.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 332,953 | 33,052 | 0.44% | 0.5% | 278 | -17,335 | -4.95% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 328,168 | 32,577 | 1.0% | 0.99% | 279 | +27,424 | 9.12% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 327,394 | 32,500 | 0.39% | 0.35% | 280 | +13,231 | 4.21% | Q1 2026 | May 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 324,807 | 32,243 | 2.12% | 2.18% | 281 | -46,160 | -12.44% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 324,740 | 32,237 | 0.58% | 0.48% | 282 | +63,067 | 24.1% | Q1 2026 | Jun 02, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 324,426 | 32,205 | 2.35% | 1.88% | 283 | +72,936 | 29.0% | Q1 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 321,837 | 31,949 | 0.58% | 0.6% | 284 | +7,976 | 2.54% | Q1 2026 | May 11, 2026 |
| a16z Perennial Management, L.P. | History | New | 321,231 | 31,888 | 2.65% | — | 285 | +321,231 | New | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 321,111 | 31,876 | 0.41% | 0.45% | 286 | +15,317 | 5.01% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 317,809 | 31,742 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 317,722 | 31,540 | 1.2% | 1.18% | 288 | -2,300 | -0.72% | Q1 2026 | Apr 16, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 316,836 | 31,452 | 8.26% | 8.12% | 289 | +1,643 | 0.52% | Q1 2026 | May 13, 2026 |
| P/E Global LLC | History | Reduced | 312,957 | 31,067 | 2.45% | 3.03% | 290 | -107,540 | -25.57% | Q1 2026 | Apr 09, 2026 |
| Summit Asset Management, LLC | History | Added to | 311,757 | 30,948 | 4.31% | 4.05% | 291 | +25,516 | 8.91% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 309,931 | 30,766 | 0.5% | 0.51% | 292 | +6,206 | 2.04% | Q1 2026 | May 15, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 308,839 | 30,658 | 10.87% | 10.36% | 293 | +12,163 | 4.1% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Added to | 306,747 | 30,450 | 1.04% | 0.97% | 294 | +17,901 | 6.2% | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | Added to | 305,920 | 30,368 | 0.05% | 0.04% | 295 | +10,998 | 3.73% | Q1 2026 | May 15, 2026 |
| Marquette Asset Management, LLC | History | Added to | 305,135 | 30,290 | 4.53% | 4.26% | 296 | +16,177 | 5.6% | Q1 2026 | Apr 23, 2026 |
| Fort Henry Capital, LLC | History | Added to | 304,761 | 30,253 | 18.3% | 18.09% | 297 | +9,162 | 3.1% | Q1 2026 | Apr 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 304,322 | 30,210 | 3.31% | 2.91% | 298 | +34,027 | 12.59% | Q1 2026 | Apr 23, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 301,214 | 29,901 | 2.61% | 2.44% | 299 | +36,173 | 13.65% | Q1 2026 | Apr 07, 2026 |
| Compound Planning, Inc. | History | Added to | 299,111 | 29,692 | 0.91% | 0.8% | 300 | +27,484 | 10.12% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 297,890 | 29,571 | 1.8% | 2.05% | 301 | -8,264,854 | -96.52% | Q1 2026 | May 12, 2026 |
| Markin Asset Management, LP | History | Added to | 294,385 | 29,223 | 32.08% | 14.9% | 302 | +158,632 | 116.85% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 293,531 | 29,129 | 0.83% | 0.08% | 303 | +267,372 | 1022.1% | Q1 2026 | Apr 09, 2026 |
| Sequent Planning LLC | History | Added to | 291,946 | 28,981 | 7.01% | 6.66% | 304 | +29,905 | 11.41% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 291,732 | 28,960 | 0.16% | 0.16% | 305 | +4,520 | 1.57% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 289,486 | 28,801 | 1.63% | 1.63% | 306 | +12,909 | 4.67% | Q1 2026 | Apr 17, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 289,943 | 28,782 | 0.55% | 3.16% | 307 | -1,458,128 | -83.41% | Q1 2026 | Apr 10, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 289,549 | 28,743 | 5.55% | 5.69% | 308 | +11,336 | 4.07% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 285,179 | 28,309 | 0.41% | 0.44% | 309 | +12,304 | 4.51% | Q1 2026 | Apr 10, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 281,821 | 27,976 | 1.52% | 1.46% | 310 | -1,875 | -0.66% | Q1 2026 | May 15, 2026 |
| GP Brinson Investments LLC | History | No change | 280,650 | 27,860 | 12.64% | 12.08% | 311 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Hudson Capital Management LLC | History | Added to | 275,834 | 27,382 | 7.08% | 6.67% | 312 | +9,749 | 3.66% | Q1 2026 | Apr 13, 2026 |
| Kopp Family Office, LLC | History | Added to | 275,258 | 27,324 | 18.8% | 11.05% | 313 | +101,898 | 58.78% | Q1 2026 | Apr 20, 2026 |
| Elm Partners Management LLC | History | Reduced | 275,691 | 27,304 | 1.18% | 1.32% | 314 | -16,033 | -5.5% | Q1 2026 | May 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 273,998 | 27,199 | 3.21% | 2.8% | 315 | +22,540 | 8.96% | Q1 2026 | May 11, 2026 |
| Financial Designs Corp | History | Added to | 273,029 | 27,103 | 15.09% | 15.41% | 316 | +679 | 0.25% | Q1 2026 | Apr 16, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 272,548 | 27,055 | 0.18% | 0.17% | 317 | +7,469 | 2.82% | Q1 2026 | May 05, 2026 |
| Ted Buchan & Co | History | Added to | 271,991 | 27,000 | 9.81% | 8.24% | 318 | +47,215 | 21.01% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 272,190 | 26,976 | 0.47% | 0.51% | 319 | -10,016 | -3.55% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 271,133 | 26,915 | 1.94% | 2.45% | 320 | -89,210 | -24.76% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 269,206 | 26,651 | 0.25% | 0.24% | 321 | +45,273 | 20.22% | Q1 2026 | Apr 07, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 267,352 | 26,540 | 7.56% | 7.03% | 322 | +21,709 | 8.84% | Q1 2026 | Apr 30, 2026 |
| BANK OF HAWAII | History | Added to | 266,933 | 26,498 | 1.39% | 1.23% | 323 | +17,644 | 7.08% | Q1 2026 | May 14, 2026 |
| Eley Financial Management, Inc | History | Added to | 266,209 | 26,426 | 9.54% | 9.35% | 324 | +5,619 | 2.16% | Q1 2026 | May 19, 2026 |
| World Investment Advisors | History | Reduced | 263,360 | 26,143 | 0.42% | 0.47% | 325 | -28,802 | -9.86% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 263,176 | 26,125 | 0.56% | 0.54% | 326 | +9,493 | 3.74% | Q1 2026 | May 01, 2026 |
| Efficient Advisors, LLC | History | Reduced | 262,936 | 26,101 | 1.85% | 2.88% | 327 | -231,681 | -46.84% | Q1 2026 | Apr 29, 2026 |
| BayBridge Capital Group, LLC | History | No change | 260,844 | 26,053 | 16.14% | 16.14% | 328 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TD Capital Management LLC | History | Reduced | 261,814 | 25,990 | 2.34% | 2.34% | 329 | -2,136 | -0.81% | Q1 2026 | May 11, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 261,519 | 25,960 | 6.62% | 7.09% | 330 | -20,348 | -7.22% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 258,984 | 25,709 | 0.23% | 0.27% | 331 | +41,844 | 19.27% | Q1 2026 | May 06, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 258,958 | 25,706 | 2.43% | 1.58% | 332 | +90,053 | 53.32% | Q1 2026 | Apr 17, 2026 |
| Matrix Trust Co | History | Reduced | 258,524 | 25,664 | 4.26% | 4.34% | 333 | -4,541 | -1.73% | Q1 2026 | Apr 09, 2026 |
| Trek Financial, LLC | History | Added to | 257,903 | 25,602 | 1.36% | 0.03% | 334 | +252,296 | 4499.66% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 254,606 | 25,274 | 2.76% | 2.78% | 335 | -8,761 | -3.33% | Q1 2026 | Apr 28, 2026 |
| Madison Asset Management, LLC | History | Added to | 253,778 | 25,192 | 0.31% | 0.28% | 336 | +5,788 | 2.33% | Q1 2026 | May 07, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 252,569 | 25,072 | 2.43% | 2.74% | 337 | -22,634 | -8.22% | Q1 2026 | Apr 20, 2026 |
| CHOREO, LLC | History | Added to | 250,944 | 24,911 | 0.31% | 0.22% | 338 | +76,128 | 43.55% | Q1 2026 | May 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 250,337 | 24,850 | 1.99% | 1.97% | 339 | -2,967 | -1.17% | Q1 2026 | May 14, 2026 |
| CULTIVAR CAPITAL, INC. | History | Added to | 248,347 | 24,653 | 15.76% | 15.55% | 340 | +5,193 | 2.14% | Q1 2026 | Apr 07, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 247,047 | 24,524 | 0.69% | 0.67% | 341 | +3,431 | 1.41% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 245,160 | 24,337 | 0.26% | 0.14% | 342 | +187,262 | 323.43% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 241,793 | 24,002 | 0.89% | 0.84% | 343 | +12,076 | 5.26% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 241,631 | 23,986 | 0.79% | 0.76% | 344 | +10,197 | 4.41% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 240,736 | 23,897 | 0.44% | 0.43% | 345 | +5,537 | 2.35% | Q1 2026 | Apr 16, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 237,820 | 23,843 | 0.05% | 0.04% | 346 | +118,910 | 100.0% | Q1 2026 | May 12, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 240,099 | 23,834 | 2.34% | 2.41% | 347 | -23,491 | -8.91% | Q1 2026 | Apr 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 239,690 | 23,794 | 1.15% | 0.79% | 348 | +74,921 | 45.47% | Q1 2026 | May 04, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 237,137 | 23,540 | 9.85% | 9.58% | 349 | +34,619 | 17.09% | Q1 2026 | Apr 17, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 236,195 | 23,447 | 3.28% | 3.16% | 350 | -1,633 | -0.69% | Q1 2026 | Apr 13, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 234,552 | 23,427 | 4.96% | 4.96% | 351 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 235,405 | 23,368 | 0.23% | 0.26% | 352 | -804 | -0.34% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 234,392 | 23,268 | 0.36% | 0.15% | 353 | +162,255 | 224.93% | Q1 2026 | May 15, 2026 |
| CHEMUNG CANAL TRUST CO | History | Added to | 234,202 | 23,249 | 4.71% | 4.63% | 354 | +31 | 0.01% | Q1 2026 | Apr 22, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 231,674 | 22,998 | 1.28% | 0.66% | 355 | +127,183 | 121.72% | Q1 2026 | Apr 29, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 227,003 | 22,534 | 11.88% | 11.42% | 356 | +1,423 | 0.63% | Q1 2026 | Apr 28, 2026 |
| ASPIRIANT, LLC | History | Added to | 224,361 | 22,272 | 0.63% | 0.55% | 357 | +30,977 | 16.02% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 222,735 | 22,110 | 0.61% | 0.55% | 358 | +9,520 | 4.46% | Q1 2026 | Apr 27, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 221,474 | 21,985 | 1.3% | 1.5% | 359 | -39,328 | -15.08% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 221,227 | 21,961 | 0.27% | 0.26% | 360 | +13,414 | 6.45% | Q1 2026 | Apr 28, 2026 |
| WRAPMANAGER INC | History | Added to | 220,586 | 21,897 | 7.61% | 7.17% | 361 | +8,374 | 3.95% | Q1 2026 | May 11, 2026 |
| Strategic Financial Planning, Inc. | History | New | 861,289 | 21,618 | 12.65% | — | 362 | +861,289 | New | Q1 2026 | May 14, 2026 |
| Legacy Private Trust Co. | History | Reduced | 215,767 | 21,419 | 1.32% | 1.45% | 363 | -30,807 | -12.49% | Q1 2026 | Apr 07, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 213,236 | 21,167 | 1.42% | 1.38% | 364 | +13,664 | 6.85% | Q1 2026 | May 12, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 212,801 | 21,124 | 10.06% | 10.0% | 365 | +6,994 | 3.4% | Q1 2026 | May 05, 2026 |
| INSIGHT 2811, INC. | History | Added to | 212,282 | 21,073 | 8.81% | 8.96% | 366 | +8,897 | 4.37% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 211,042 | 20,950 | 0.17% | 0.23% | 367 | +20,231 | 10.6% | Q1 2026 | May 15, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 210,908 | 20,936 | 8.21% | 8.01% | 368 | +4,366 | 2.11% | Q1 2026 | May 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 210,411 | 20,887 | 1.11% | 1.17% | 369 | -2,849 | -1.34% | Q1 2026 | Apr 27, 2026 |
| Hudock, Inc. | History | Added to | 210,231 | 20,869 | 3.07% | 3.08% | 370 | +1,045 | 0.5% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 209,983 | 20,845 | 0.03% | 0.02% | 371 | +37,913 | 22.03% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 209,977 | 20,844 | 0.24% | 0.22% | 372 | +11,396 | 5.74% | Q1 2026 | Apr 28, 2026 |
| Lutz Financial Services LLC | History | Reduced | 209,147 | 20,762 | 1.4% | 1.49% | 373 | -10,744 | -4.89% | Q1 2026 | May 04, 2026 |
| Optas, LLC | History | Added to | 206,072 | 20,456 | 3.1% | 1.59% | 374 | +104,001 | 101.89% | Q1 2026 | Apr 24, 2026 |
| Sunesis Advisors, LLC | History | Added to | 204,954 | 20,345 | 9.19% | 8.26% | 375 | +22,251 | 12.18% | Q1 2026 | May 14, 2026 |
| Omega Financial Group, LLC | History | Added to | 204,508 | 20,301 | 6.6% | 6.1% | 376 | +19,034 | 10.26% | Q1 2026 | May 12, 2026 |
| Snider Financial Group | History | Reduced | 203,265 | 20,178 | 6.09% | 6.25% | 377 | -31,545 | -13.43% | Q1 2026 | Apr 15, 2026 |
| TRB Wealth Management, LLC | History | New | 203,057 | 20,157 | 2.86% | — | 378 | +203,057 | New | Q1 2026 | May 14, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 201,894 | 20,042 | 3.21% | 3.05% | 379 | +2,038 | 1.02% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Added to | 201,135 | 19,966 | 1.09% | 1.06% | 380 | +22,703 | 12.72% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 200,698 | 19,923 | 0.01% | 0.03% | 381 | -366,343 | -64.61% | Q1 2026 | May 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 199,731 | 19,827 | 1.27% | 1.26% | 382 | +1,424 | 0.72% | Q1 2026 | Apr 14, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 199,428 | 19,797 | 5.76% | 5.78% | 383 | -10,324 | -4.92% | Q1 2026 | Jun 23, 2026 |
| Scissortail Wealth Management, LLC | History | New | 198,947 | 19,749 | 3.97% | — | 384 | +198,947 | New | Q1 2026 | Apr 23, 2026 |
| Vise Technologies, Inc. | History | No change | 197,400 | 19,716 | 0.39% | 0.39% | 385 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Chesapeake Wealth Management | History | Added to | 193,951 | 19,253 | 5.91% | 5.52% | 386 | +8,441 | 4.55% | Q1 2026 | May 18, 2026 |
| Colonial Trust Advisors | History | Added to | 193,857 | 19,244 | 1.5% | 1.29% | 387 | +21,844 | 12.7% | Q1 2026 | May 12, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 193,786 | 19,237 | 7.27% | 6.88% | 388 | +7,889 | 4.24% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 193,277 | 19,186 | 1.45% | 1.55% | 389 | +97,361 | 101.51% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 192,866 | 19,145 | 0.02% | 0.01% | 390 | +118,407 | 159.02% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 191,712 | 19,031 | 0.14% | 0.16% | 391 | -9,879 | -4.9% | Q1 2026 | May 15, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 191,117 | 18,972 | 4.77% | 5.31% | 392 | -18,064 | -8.64% | Q1 2026 | Apr 09, 2026 |
| SCS Capital Management LLC | History | Reduced | 188,182 | 18,680 | 0.2% | 0.65% | 393 | -424,931 | -69.31% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Added to | 187,719 | 18,634 | 0.52% | 0.47% | 394 | +17,736 | 10.43% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 186,115 | 18,475 | 0.09% | 0.08% | 395 | +39,686 | 27.1% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 185,501 | 18,414 | 0.22% | 0.22% | 396 | -6,022 | -3.14% | Q1 2026 | May 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 185,469 | 18,411 | 1.34% | 1.55% | 397 | -54,848 | -22.82% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 183,945 | 18,296 | 1.17% | 1.19% | 398 | +10,272 | 5.91% | Q1 2026 | Apr 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 184,204 | 18,285 | 2.1% | 1.84% | 399 | +24,432 | 15.29% | Q1 2026 | May 14, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 183,207 | 18,186 | 13.51% | 14.6% | 400 | -11,307 | -5.81% | Q1 2026 | Apr 20, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 182,171 | 18,084 | 4.23% | 4.05% | 401 | +13,315 | 7.89% | Q1 2026 | May 07, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 180,542 | 17,922 | 2.85% | 2.88% | 402 | +5,554 | 3.17% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Management Group | History | Added to | 180,053 | 17,874 | 3.91% | 3.71% | 403 | +10,817 | 6.39% | Q1 2026 | Apr 29, 2026 |
| FIRST HORIZON CORP | History | Added to | 179,748 | 17,843 | 0.75% | 0.76% | 404 | +8,955 | 5.24% | Q1 2026 | Apr 30, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Added to | 177,300 | 17,600 | 0.11% | 0.01% | 405 | +165,700 | 1428.45% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 176,846 | 17,555 | 0.44% | 0.08% | 406 | +147,445 | 501.5% | Q1 2026 | Apr 07, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 176,054 | 17,476 | 2.77% | 3.59% | 407 | -18,651 | -9.58% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Group, LLC | History | New | 175,686 | 17,440 | 17.95% | — | 408 | +175,686 | New | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Added to | 175,210 | 17,393 | 0.38% | 0.28% | 409 | +17,163 | 10.86% | Q1 2026 | May 07, 2026 |
| Alpha Financial Partners LLC | History | Added to | 174,670 | 17,339 | 10.26% | 10.6% | 410 | +824 | 0.47% | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST Co | History | Added to | 174,604 | 17,332 | 0.59% | 0.56% | 411 | +4,421 | 2.6% | Q1 2026 | Apr 06, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 174,152 | 17,288 | 3.81% | 3.46% | 412 | +8,982 | 5.44% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 173,576 | 17,230 | 0.13% | 0.14% | 413 | -3,201 | -1.81% | Q1 2026 | Apr 15, 2026 |
| TCP Asset Management, LLC | History | Added to | 169,214 | 16,797 | 2.16% | 2.02% | 414 | +48,876 | 40.62% | Q1 2026 | Apr 10, 2026 |
| Financial Partners Group, Inc | History | Reduced | 168,131 | 16,690 | 2.0% | 1.95% | 415 | -632 | -0.37% | Q1 2026 | Apr 10, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 167,914 | 16,668 | 2.18% | 2.05% | 416 | +1,977 | 1.19% | Q1 2026 | May 08, 2026 |
| Genus Capital Management Inc. | History | Added to | 167,450 | 16,622 | 1.9% | 1.94% | 417 | +650 | 0.39% | Q1 2026 | May 01, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 165,573 | 16,537 | 1.21% | 1.21% | 418 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 166,332 | 16,460 | 0.29% | 0.08% | 419 | +148,662 | 841.32% | Q1 2026 | May 01, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 165,186 | 16,397 | 5.11% | 5.41% | 420 | -15,233 | -8.44% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 163,555 | 16,236 | 0.05% | 0.04% | 421 | +16,340 | 11.1% | Q1 2026 | May 08, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 163,511 | 16,230 | 0.6% | 0.2% | 422 | +150,840 | 1190.43% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 161,784 | 16,060 | 0.65% | 0.56% | 423 | +12,492 | 8.37% | Q1 2026 | May 04, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 160,804 | 15,963 | 10.89% | 9.73% | 424 | +22,882 | 16.59% | Q1 2026 | May 08, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 159,393 | 15,822 | 5.23% | 6.21% | 425 | -11,427 | -6.69% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 157,993 | 15,628 | 0.2% | 0.2% | 426 | +2,734 | 1.76% | Q1 2026 | May 06, 2026 |
| Rothschild Wealth LLC | History | Added to | 157,233 | 15,608 | 1.41% | 1.31% | 427 | +20,523 | 15.01% | Q1 2026 | May 06, 2026 |
| Robinswood Financial LLC | History | Added to | 155,068 | 15,393 | 4.84% | 4.77% | 428 | +5,789 | 3.88% | Q1 2026 | Jul 13, 2026 |
| ES4, LLC | History | Added to | 154,657 | 15,352 | 9.91% | 10.58% | 429 | +986 | 0.64% | Q1 2026 | Apr 29, 2026 |
| Providence First Trust Co | History | Reduced | 154,551 | 15,342 | 5.39% | 5.48% | 430 | -3,982 | -2.51% | Q1 2026 | May 04, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 154,687 | 15,323 | 1.79% | 3.17% | 431 | -49,816 | -24.36% | Q1 2026 | Jun 01, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 154,284 | 15,315 | 2.63% | 2.9% | 432 | -17,713 | -10.3% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 153,917 | 15,279 | 0.11% | 0.11% | 433 | +8,438 | 5.8% | Q1 2026 | May 12, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 153,314 | 15,219 | 6.64% | 6.69% | 434 | -5,201 | -3.28% | Q1 2026 | Apr 23, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 152,565 | 15,145 | 0.42% | 0.37% | 435 | -1,783 | -1.16% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 152,528 | 15,141 | 0.08% | 0.09% | 436 | -15,864 | -9.42% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 150,961 | 14,985 | 0.17% | 0.18% | 437 | +8,275 | 5.8% | Q1 2026 | Apr 23, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 149,732 | 14,890 | 10.13% | 10.27% | 438 | +986 | 0.66% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 149,962 | 14,886 | 0.12% | 0.13% | 439 | -14,379 | -8.75% | Q1 2026 | May 01, 2026 |
| FC Advisory LLC | History | Added to | 149,888 | 14,879 | 4.34% | 4.14% | 440 | +5,690 | 3.95% | Q1 2026 | Apr 14, 2026 |
| CVS HEALTH Corp | History | New | 149,700 | 14,860 | 7.0% | — | 441 | +149,700 | New | Q1 2026 | May 07, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 149,286 | 14,819 | 12.15% | 12.97% | 442 | +6,104 | 4.26% | Q1 2026 | May 05, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 148,895 | 14,780 | 6.38% | 5.0% | 443 | +33,207 | 28.7% | Q1 2026 | May 01, 2026 |
| Evensky & Katz LLC | History | Added to | 148,446 | 14,736 | 0.84% | 0.79% | 444 | +9,030 | 6.48% | Q1 2026 | Apr 22, 2026 |
| Montecito Bank & Trust | History | Added to | 148,157 | 14,707 | 2.42% | 2.26% | 445 | +6,331 | 4.46% | Q1 2026 | Apr 16, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 147,931 | 14,685 | 2.04% | 2.01% | 446 | -3,044 | -2.02% | Q1 2026 | May 04, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 147,842 | 14,676 | 0.48% | 0.46% | 447 | +1,461 | 1.0% | Q1 2026 | Apr 30, 2026 |
| Family Capital Trust Co | History | Added to | 147,802 | 14,672 | 5.31% | 4.69% | 448 | +3,984 | 2.77% | Q1 2026 | Apr 29, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 146,767 | 14,568 | 5.38% | 5.28% | 449 | +2,289 | 1.58% | Q1 2026 | May 07, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 145,786 | 14,561 | 1.62% | 1.62% | 450 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 146,544 | 14,547 | 7.18% | 7.21% | 451 | +3,105 | 2.16% | Q1 2026 | Apr 27, 2026 |
| CVA Family Office, LLC | History | Added to | 146,317 | 14,524 | 1.53% | 1.6% | 452 | +7,084 | 5.09% | Q1 2026 | Apr 29, 2026 |
| Caldwell Trust Co | History | Added to | 145,705 | 14,464 | 1.29% | 1.2% | 453 | +10,178 | 7.51% | Q1 2026 | Apr 22, 2026 |
| Facet Wealth, Inc. | History | Added to | 143,872 | 14,282 | 0.25% | 0.14% | 454 | +64,122 | 80.4% | Q1 2026 | May 07, 2026 |
| Calamos Advisors LLC | History | New | 143,355 | 14,230 | 0.05% | — | 456 | +143,355 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 143,355 | 14,230 | 0.49% | 0.57% | 455 | -21,663 | -13.13% | Q1 2026 | May 04, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 143,330 | 14,228 | 6.68% | 6.14% | 457 | -1,023 | -0.71% | Q1 2026 | Apr 14, 2026 |
| Vantage Financial Partners, LLC | History | No change | 142,343 | 14,217 | 2.89% | 2.89% | 458 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 143,135 | 14,209 | 3.73% | 3.73% | 459 | -389 | -0.27% | Q1 2026 | Apr 10, 2026 |
| Eagle Strategies LLC | History | Reduced | 142,709 | 14,166 | 1.69% | 1.84% | 460 | -1,561 | -1.08% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 142,093 | 14,105 | 0.34% | 0.35% | 461 | -5,986 | -4.04% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 141,385 | 14,035 | 0.91% | 0.94% | 462 | -3,221 | -2.23% | Q1 2026 | Apr 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 141,303 | 14,027 | 1.55% | 1.47% | 463 | +5,778 | 4.26% | Q1 2026 | Apr 29, 2026 |
| TruWealth Advisors, LLC | History | Added to | 140,960 | 13,992 | 0.67% | 0.62% | 464 | +14,051 | 11.07% | Q1 2026 | Apr 09, 2026 |
| rebel Financial LLC | History | Reduced | 140,193 | 13,916 | 6.03% | 6.06% | 465 | -1,793 | -1.26% | Q1 2026 | Apr 24, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 139,356 | 13,833 | 3.23% | 3.21% | 466 | -281 | -0.2% | Q1 2026 | Apr 17, 2026 |
| Slow Capital, Inc. | History | Added to | 138,668 | 13,765 | 1.79% | 1.56% | 467 | +8,141 | 6.24% | Q1 2026 | Apr 24, 2026 |
| Cynosure Group, LLC | History | Added to | 138,648 | 13,763 | 1.72% | 1.37% | 468 | +3,989 | 2.96% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 138,499 | 13,748 | 0.08% | 0.06% | 469 | +38,675 | 38.74% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 138,013 | 13,700 | 0.02% | 0.03% | 470 | -36,047 | -20.71% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 137,740 | 13,673 | 1.47% | 1.6% | 471 | -12,709 | -8.45% | Q1 2026 | Apr 22, 2026 |
| SG Trading Solutions, LLC | History | No change | 136,798 | 13,663 | 3.17% | 3.17% | 472 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Prospera Financial Services Inc | History | Reduced | 137,226 | 13,626 | 0.22% | 0.24% | 473 | -8,758 | -6.0% | Q1 2026 | Apr 14, 2026 |
| SFAM, LLC | History | Added to | 136,727 | 13,572 | 12.59% | 11.77% | 474 | +7,878 | 6.11% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 136,864 | 13,549 | 0.23% | 0.24% | 475 | +2,927 | 2.19% | Q1 2026 | May 14, 2026 |
| One Day In July LLC | History | Added to | 135,580 | 13,459 | 1.08% | 1.07% | 476 | +4,942 | 3.78% | Q1 2026 | May 05, 2026 |
| Freestate Advisors LLC | History | Added to | 135,192 | 13,420 | 10.73% | 10.8% | 477 | +2,145 | 1.61% | Q1 2026 | Apr 09, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 134,923 | 13,393 | 4.01% | 3.95% | 478 | +1,356 | 1.02% | Q1 2026 | May 05, 2026 |
| Brandywine Asset Management, Inc. | History | Added to | 135,175 | 13,389 | 10.62% | 9.46% | 479 | +114 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Mann Financial Group, Inc. | History | Reduced | 134,838 | 13,385 | 12.6% | 13.3% | 480 | -2,846 | -2.07% | Q1 2026 | Apr 24, 2026 |
| Somnio Financial Group, LLC | History | Added to | 134,775 | 13,379 | 8.79% | 8.69% | 481 | +3,149 | 2.39% | Q1 2026 | Apr 09, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 132,700 | 13,173 | 1.42% | 2.01% | 482 | -73,670 | -35.7% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Reduced | 131,879 | 13,091 | 2.67% | 2.49% | 483 | -114,929 | -46.57% | Q1 2026 | Apr 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 131,987 | 13,071 | 0.01% | 0.01% | 484 | -12,082 | -8.39% | Q1 2026 | May 14, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 131,526 | 13,056 | 0.24% | 0.24% | 485 | +13,030 | 11.0% | Q1 2026 | May 06, 2026 |
| Sugar Maple Asset Management, LLC | History | New | 131,390 | 13,043 | 7.92% | — | 486 | +131,390 | New | Q1 2026 | Apr 21, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 131,350 | 13,039 | 1.0% | 0.81% | 487 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 130,881 | 12,992 | 0.47% | 0.29% | 488 | +51,169 | 64.19% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | Added to | 130,850 | 12,989 | 2.55% | 2.41% | 489 | +7,622 | 6.19% | Q1 2026 | May 11, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 130,666 | 12,971 | 2.8% | 2.96% | 490 | -927 | -0.7% | Q1 2026 | Apr 27, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 130,590 | 12,963 | 1.72% | 1.65% | 491 | +7,950 | 6.48% | Q1 2026 | Apr 21, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 129,859 | 12,891 | 3.67% | 3.68% | 492 | +9,805 | 8.17% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Added to | 128,629 | 12,768 | 0.06% | 0.03% | 493 | +77,165 | 149.94% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 127,735 | 12,680 | 0.15% | 0.3% | 494 | -119,641 | -48.36% | Q1 2026 | May 01, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 127,598 | 12,666 | 8.46% | 8.46% | 495 | +1,926 | 1.53% | Q1 2026 | Apr 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 127,502 | 12,657 | 0.7% | 0.7% | 496 | +2,438 | 1.95% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 127,430 | 12,649 | 0.36% | 1.33% | 497 | -329,115 | -72.09% | Q1 2026 | May 13, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 126,065 | 12,514 | 2.28% | 2.23% | 498 | +6,351 | 5.31% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 125,533 | 12,461 | 1.45% | 0.07% | 499 | +120,092 | 2207.17% | Q1 2026 | May 15, 2026 |
| Peak Financial Management, Inc. | History | Added to | 124,444 | 12,353 | 3.14% | 3.05% | 500 | +6,045 | 5.11% | Q1 2026 | Apr 28, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 124,398 | 12,348 | 11.95% | 11.74% | 501 | +6,947 | 5.91% | Q1 2026 | Apr 28, 2026 |
| NWAM LLC | History | Reduced | 124,275 | 12,336 | 0.71% | 0.75% | 502 | -8,806 | -6.62% | Q1 2026 | May 04, 2026 |
| AMES NATIONAL CORP | History | Added to | 123,843 | 12,293 | 7.38% | 6.66% | 503 | +9,985 | 8.77% | Q1 2026 | May 12, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 123,839 | 12,293 | 1.93% | 1.99% | 504 | -4,877 | -3.79% | Q1 2026 | Apr 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 123,824 | 12,292 | 0.29% | 0.32% | 505 | -7,327 | -5.59% | Q1 2026 | May 15, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 122,049 | 12,178 | 2.75% | 2.75% | 506 | +2,124 | 1.77% | Q1 2026 | Apr 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 121,691 | 12,080 | 0.08% | 0.08% | 507 | -9,506 | -7.25% | Q1 2026 | Apr 27, 2026 |
| Colonial Trust Co / SC | History | Added to | 121,622 | 12,073 | 1.64% | 1.49% | 508 | +9,932 | 8.89% | Q1 2026 | May 12, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 121,370 | 12,048 | 0.72% | 0.9% | 509 | -42,318 | -25.85% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 120,689 | 12,007 | 1.52% | 1.56% | 510 | +4,121 | 3.54% | Q1 2026 | Apr 20, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 120,809 | 11,992 | 0.37% | 0.4% | 511 | -4,479 | -3.57% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 120,280 | 11,940 | 0.06% | 0.04% | 512 | +1,233 | 1.04% | Q1 2026 | May 14, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 119,882 | 11,900 | 2.7% | 2.62% | 513 | +3,191 | 2.73% | Q1 2026 | Apr 15, 2026 |
| Roundview Capital LLC | History | Added to | 119,722 | 11,884 | 0.74% | 0.7% | 514 | +5,095 | 4.44% | Q1 2026 | May 08, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 119,223 | 11,835 | 4.65% | 4.89% | 515 | -899 | -0.75% | Q1 2026 | May 14, 2026 |
| NDWM LLC | History | Added to | 119,130 | 11,825 | 7.67% | 2.13% | 516 | +86,926 | 269.92% | Q1 2026 | Apr 24, 2026 |
| OFS Enterprise LLC | History | New | 119,100 | 11,823 | 3.48% | — | 517 | +119,100 | New | Q1 2026 | Apr 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 119,036 | 11,816 | 0.26% | 0.12% | 518 | +60,183 | 102.26% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 117,871 | 11,701 | 1.03% | 0.93% | 519 | +11,052 | 10.35% | Q1 2026 | May 12, 2026 |
| Oldfather Financial Services, LLC | History | No change | 117,091 | 11,695 | 3.48% | 3.48% | 520 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 117,606 | 11,674 | 0.23% | 0.35% | 521 | -53,830 | -31.4% | Q1 2026 | May 14, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 116,718 | 11,605 | 7.83% | 7.52% | 522 | +4,631 | 4.13% | Q1 2026 | Apr 10, 2026 |
| PFG Advisors | History | Reduced | 116,397 | 11,554 | 0.56% | 0.57% | 523 | -1,231 | -1.05% | Q1 2026 | May 05, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 115,964 | 11,511 | 9.2% | 8.66% | 524 | +3,026 | 2.68% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 112,583 | 11,176 | 0.26% | 0.28% | 525 | -52 | -0.05% | Q1 2026 | May 04, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 112,421 | 11,160 | 1.64% | 2.05% | 526 | +841 | 0.75% | Q1 2026 | Apr 27, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 111,707 | 11,089 | 0.26% | 0.23% | 527 | +5,450 | 5.13% | Q1 2026 | May 13, 2026 |
| Timonier Family Office, LTD. | History | No change | 110,467 | 11,033 | 3.5% | 3.5% | 528 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 109,355 | 10,855 | 0.52% | 0.53% | 529 | +98 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Main Management LLC | History | Added to | 108,682 | 10,789 | 0.79% | 0.54% | 530 | +32,902 | 43.42% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 108,664 | 10,787 | 0.02% | 0.02% | 531 | -5,914 | -5.16% | Q1 2026 | May 14, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 108,098 | 10,730 | 0.77% | 0.81% | 532 | -3,275 | -2.94% | Q1 2026 | May 15, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 107,788 | 10,700 | 6.92% | 6.53% | 533 | +7,667 | 7.66% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 107,181 | 10,639 | 0.22% | 0.23% | 534 | +4,518 | 4.4% | Q1 2026 | Apr 13, 2026 |
| Souders Financial Advisors | History | Reduced | 107,075 | 10,629 | 1.21% | 1.27% | 535 | -4,127 | -3.71% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 107,007 | 10,622 | 0.39% | 0.21% | 536 | +49,783 | 87.0% | Q1 2026 | Apr 28, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 106,589 | 10,581 | 5.81% | 5.45% | 537 | -381 | -0.36% | Q1 2026 | May 01, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 106,562 | 10,578 | 0.79% | 0.83% | 538 | -6,024 | -5.35% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 106,001 | 10,522 | 0.05% | 0.04% | 539 | +2,624 | 2.54% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | Added to | 105,243 | 10,447 | 0.68% | 0.55% | 540 | +94,922 | 919.7% | Q1 2026 | Apr 28, 2026 |
| Innova Wealth Partners | History | Added to | 105,110 | 10,434 | 4.94% | 2.54% | 541 | +54,707 | 108.54% | Q1 2026 | Apr 24, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 104,972 | 10,420 | 0.15% | 0.19% | 542 | -20,188 | -16.13% | Q1 2026 | Apr 09, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 104,926 | 10,415 | 8.85% | 8.44% | 543 | +2,099 | 2.04% | Q1 2026 | Apr 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 104,623 | 10,385 | 0.24% | 0.44% | 544 | +12,672 | 13.78% | Q1 2026 | Apr 27, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 104,007 | 10,324 | 7.69% | 5.86% | 545 | +30,037 | 40.61% | Q1 2026 | Apr 10, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 103,877 | 10,311 | 6.75% | 6.77% | 546 | -989 | -0.94% | Q1 2026 | Apr 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 103,855 | 10,305 | 0.32% | 0.49% | 547 | -115,122 | -52.57% | Q1 2026 | Apr 08, 2026 |
| JT Stratford LLC | History | Reduced | 102,760 | 10,200 | 1.3% | 1.38% | 548 | -4,661 | -4.34% | Q1 2026 | May 15, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 102,613 | 10,186 | 2.27% | 2.59% | 549 | -12,658 | -10.98% | Q1 2026 | Apr 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 102,028 | 10,163 | 0.23% | 0.23% | 550 | +7,265 | 7.67% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 101,350 | 10,060 | 0.57% | 0.57% | 551 | +53,251 | 110.71% | Q1 2026 | Apr 22, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 101,121 | 10,038 | 3.15% | 3.08% | 552 | +1,744 | 1.75% | Q1 2026 | Apr 06, 2026 |
| U S WEALTH GROUP, LLC. | History | No change | 100,485 | 10,036 | 6.61% | 6.61% | 553 | 0 | 0.0% | Q4 2025 | Mar 17, 2026 |
| Blankinship & Foster, LLC | History | Added to | 101,032 | 10,029 | 2.22% | 2.17% | 554 | +413 | 0.41% | Q1 2026 | Apr 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 100,110 | 9,937 | 0.73% | 0.68% | 555 | +4,469 | 4.67% | Q1 2026 | Apr 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 99,329 | 9,860 | 0.52% | 0.45% | 556 | -3,120 | -3.05% | Q1 2026 | Apr 28, 2026 |
| Cercano Management LLC | History | Reduced | 99,128 | 9,840 | 0.42% | 0.57% | 557 | -52,442 | -34.6% | Q1 2026 | May 13, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 98,565 | 9,784 | 7.7% | 6.9% | 559 | +15,043 | 18.01% | Q1 2026 | May 05, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 98,560 | 9,784 | 3.26% | 3.12% | 558 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 98,454 | 9,773 | 0.0% | 0.0% | 560 | +92,837 | 1652.79% | Q1 2026 | May 13, 2026 |
| Hirtle & Co., LLC | History | No change | 98,398 | 9,767 | 0.33% | 0.33% | 561 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 97,252 | 9,654 | 0.78% | 0.88% | 562 | -8,253 | -7.82% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 96,900 | 9,619 | 3.88% | 3.79% | 563 | +697 | 0.72% | Q1 2026 | May 07, 2026 |
| Investment Research Partners LLC | History | Reduced | 96,833 | 9,612 | 3.91% | 4.17% | 564 | -328 | -0.34% | Q1 2026 | Apr 29, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 94,740 | 9,404 | 3.81% | 3.21% | 565 | +19,965 | 26.7% | Q1 2026 | Apr 28, 2026 |
| Coastline Trust Co | History | Reduced | 94,726 | 9,403 | 0.93% | 0.99% | 566 | -10,572 | -10.04% | Q1 2026 | Apr 03, 2026 |
| STAR Financial Bank | History | Added to | 94,720 | 9,402 | 4.44% | 0.79% | 567 | +79,297 | 514.15% | Q1 2026 | May 08, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 93,900 | 9,321 | 7.89% | 7.4% | 568 | +2,438 | 2.67% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 93,818 | 9,313 | 0.66% | 0.7% | 569 | -3,871 | -3.96% | Q1 2026 | May 12, 2026 |
| Silver Coast Investments LLC | History | Added to | 93,497 | 9,281 | 2.96% | 3.1% | 570 | +3,399 | 3.77% | Q1 2026 | Apr 22, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 92,816 | 9,267 | 0.64% | 0.81% | 571 | -18,056 | -16.29% | Q1 2026 | Apr 29, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 92,880 | 9,224 | 1.11% | 1.07% | 572 | +8,747 | 10.4% | Q1 2026 | Apr 22, 2026 |
| Firestone Capital Management | History | Added to | 92,860 | 9,218 | 1.92% | 1.95% | 573 | +815 | 0.89% | Q1 2026 | May 08, 2026 |
| NewSquare Capital LLC | History | Reduced | 92,343 | 9,166 | 0.8% | 0.86% | 574 | -5,248 | -5.38% | Q1 2026 | May 08, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 92,182 | 9,150 | 3.06% | 2.89% | 575 | +4,408 | 5.02% | Q1 2026 | Apr 14, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 92,036 | 9,136 | 3.13% | 4.5% | 576 | -32,422 | -26.05% | Q1 2026 | Apr 29, 2026 |
| Teucrium Investment Advisors, LLC | History | Added to | 92,155 | 9,119 | 7.07% | 2.61% | 577 | +68,319 | 286.62% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 91,773 | 9,110 | 1.14% | — | 578 | +91,773 | New | Q1 2026 | May 18, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 91,731 | 9,106 | 3.06% | 2.87% | 579 | +3,843 | 4.37% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 91,727 | 9,105 | 1.4% | 1.43% | 580 | +2,105 | 2.35% | Q1 2026 | May 04, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 91,468 | 9,080 | 1.61% | 1.05% | 581 | +34,919 | 61.75% | Q1 2026 | Apr 22, 2026 |
| Frisco Financial Planning LLC | History | Reduced | 91,409 | 9,074 | 7.48% | 10.15% | 582 | -30,244 | -24.86% | Q1 2026 | May 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 91,317 | 9,065 | 3.33% | 0.26% | 583 | +84,294 | 1200.26% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Reduced | 90,349 | 8,968 | 0.02% | 0.06% | 584 | -248,073 | -73.3% | Q1 2026 | May 15, 2026 |
| Wayfinding Financial, LLC | History | Added to | 90,295 | 8,963 | 3.89% | 3.31% | 585 | +12,058 | 15.41% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 89,649 | 8,899 | 0.09% | 0.1% | 586 | -12,808 | -12.5% | Q1 2026 | May 08, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 89,113 | 8,846 | 4.68% | 2.26% | 587 | +50,803 | 132.61% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 88,921 | 8,827 | 0.62% | 0.45% | 588 | +26,592 | 42.66% | Q1 2026 | May 12, 2026 |
| Bowman & Co S.C. | History | No change | 87,965 | 8,786 | 3.7% | 3.7% | 589 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 87,961 | 8,731 | 2.71% | 2.49% | 590 | +5,593 | 6.79% | Q1 2026 | May 08, 2026 |
| Addis & Hill, Inc | History | Reduced | 87,415 | 8,677 | 5.28% | 5.41% | 591 | -1,921 | -2.15% | Q1 2026 | Apr 16, 2026 |
| Arkadios Wealth Advisors | History | Added to | 86,786 | 8,615 | 0.14% | 0.03% | 592 | +72,742 | 517.96% | Q1 2026 | May 18, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 86,706 | 8,607 | 7.61% | 7.54% | 593 | +2,715 | 3.23% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 86,463 | 8,583 | 0.38% | 0.33% | 594 | +14,808 | 20.67% | Q1 2026 | May 12, 2026 |
| Columbus Macro, LLC | History | Added to | 86,453 | 8,582 | 0.92% | 0.9% | 595 | +3,953 | 4.79% | Q1 2026 | Apr 21, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 86,390 | 8,575 | 5.07% | 5.79% | 596 | -16,672 | -16.18% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 86,357 | 8,572 | 2.35% | 2.29% | 597 | +7,508 | 9.52% | Q1 2026 | May 13, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 85,947 | 8,531 | 2.67% | 2.63% | 598 | +2,044 | 2.44% | Q1 2026 | Apr 22, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 85,793 | 8,516 | 0.46% | 0.47% | 599 | -2,252 | -2.56% | Q1 2026 | May 15, 2026 |
| Financial Planning Navigators CORP | History | Added to | 85,713 | 8,508 | 3.73% | 3.81% | 600 | +2,660 | 3.2% | Q1 2026 | Apr 21, 2026 |
| Heritage Financial Services, LLC | History | No change | 83,382 | 8,328 | 0.7% | 0.7% | 601 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 83,582 | 8,297 | 0.06% | 0.07% | 602 | -8,309 | -9.04% | Q1 2026 | May 15, 2026 |
| DURANTE & WATERS, LLC | History | Reduced | 83,241 | 8,263 | 5.98% | 5.81% | 603 | -208 | -0.25% | Q1 2026 | May 06, 2026 |
| FDx Advisors, Inc. | History | Reduced | 83,040 | 8,243 | 2.63% | 4.29% | 604 | -1,157 | -1.37% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 82,773 | 8,216 | 0.11% | 0.12% | 605 | -8,687 | -9.5% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 82,645 | 8,204 | 0.23% | 0.22% | 606 | +2,451 | 3.06% | Q1 2026 | Apr 23, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 82,635 | 8,203 | 1.93% | 2.04% | 607 | -4,865 | -5.56% | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 82,507 | 8,190 | 0.23% | 0.35% | 608 | -43,682 | -34.62% | Q1 2026 | May 12, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 82,375 | 8,177 | 1.96% | 1.92% | 609 | +3,453 | 4.38% | Q1 2026 | Apr 20, 2026 |
| TPG Advisors LLC | History | Added to | 82,248 | 8,164 | 5.09% | 4.8% | 610 | +4,978 | 6.44% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 81,950 | 8,135 | 0.19% | 0.18% | 611 | +8,897 | 12.18% | Q1 2026 | May 11, 2026 |
| Boomfish Wealth Group, LLC | History | Reduced | 81,165 | 8,057 | 4.3% | 4.48% | 612 | -2,782 | -3.31% | Q1 2026 | Apr 22, 2026 |
| Vericrest Private Wealth | History | Added to | 81,112 | 8,051 | 7.22% | 6.47% | 613 | +8,265 | 11.35% | Q1 2026 | May 06, 2026 |
| Erickson Financial Group, LLC | History | Added to | 80,424 | 7,983 | 5.0% | 4.68% | 614 | +4,072 | 5.33% | Q1 2026 | Apr 08, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 80,375 | 7,978 | 0.33% | 0.32% | 615 | +392 | 0.49% | Q1 2026 | Apr 13, 2026 |
| Livet Wealth, LLC | History | Added to | 80,134 | 7,954 | 5.06% | 4.78% | 616 | +2,503 | 3.22% | Q1 2026 | Apr 24, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 78,944 | 7,836 | 1.03% | 0.62% | 617 | +36,933 | 87.91% | Q1 2026 | Apr 28, 2026 |
| Andina Capital Management, LLC | History | Reduced | 78,574 | 7,800 | 6.9% | 6.21% | 618 | -24,286 | -23.61% | Q1 2026 | Apr 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 78,439 | 7,773 | 0.61% | 0.64% | 619 | +3,543 | 4.73% | Q1 2026 | May 01, 2026 |
| Summit Global Investments | History | Reduced | 78,176 | 7,761 | 0.46% | 3.62% | 620 | -535,220 | -87.26% | Q1 2026 | May 07, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 77,950 | 7,738 | 1.01% | 0.34% | 621 | +51,244 | 191.88% | Q1 2026 | Apr 23, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 77,915 | 7,734 | 0.55% | 0.14% | 622 | +67,887 | 676.97% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Reduced | 77,232 | 7,666 | 0.3% | 0.31% | 623 | -1,089 | -1.39% | Q1 2026 | Apr 28, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 76,719 | 7,615 | 2.28% | 2.42% | 624 | -833 | -1.07% | Q1 2026 | Apr 06, 2026 |
| Global Assets Advisory, LLC | History | Added to | 76,693 | 7,613 | 2.18% | 2.14% | 625 | +1,583 | 2.11% | Q1 2026 | May 01, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 76,655 | 7,611 | 0.02% | 0.02% | 626 | +2,765 | 3.74% | Q1 2026 | May 14, 2026 |
| Sonoma Allocations LLC | History | Reduced | 76,419 | 7,579 | 2.62% | 3.42% | 627 | -26,837 | -25.99% | Q1 2026 | May 19, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 76,250 | 7,569 | 0.21% | 0.23% | 628 | -4,720 | -5.83% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 75,246 | 7,469 | 0.14% | 0.19% | 629 | -27,218 | -26.56% | Q1 2026 | Apr 17, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 75,146 | 7,459 | 7.34% | 7.33% | 630 | +1,722 | 2.35% | Q1 2026 | Apr 13, 2026 |
| StoneX Group Inc. | History | Added to | 74,915 | 7,428 | 0.4% | 0.3% | 631 | +5,338 | 7.67% | Q1 2026 | May 14, 2026 |
| PALLADIEM, LLC | History | Added to | 74,479 | 7,406 | 7.07% | 7.0% | 632 | +703 | 0.95% | Q1 2026 | May 06, 2026 |
| Csenge Advisory Group | History | Reduced | 74,461 | 7,391 | 0.34% | 0.38% | 633 | -10,218 | -12.07% | Q1 2026 | Apr 30, 2026 |
| Alamar Capital Management, LLC | History | Reduced | 74,293 | 7,375 | 4.51% | 4.1% | 634 | -192 | -0.26% | Q1 2026 | May 13, 2026 |
| City State Bank | History | Added to | 74,282 | 7,373 | 1.91% | 1.91% | 635 | +4,440 | 6.36% | Q1 2026 | Apr 20, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 74,092 | 7,355 | 1.73% | 1.68% | 636 | +1,318 | 1.81% | Q1 2026 | May 12, 2026 |
| Counterweight Ventures, LLC | History | Added to | 74,026 | 7,348 | 4.12% | 3.62% | 637 | +9,431 | 14.6% | Q1 2026 | Apr 27, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 73,655 | 7,311 | 1.43% | 1.41% | 638 | +309 | 0.42% | Q1 2026 | Apr 30, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 73,633 | 7,309 | 1.21% | 1.21% | 639 | +3,085 | 4.37% | Q1 2026 | May 08, 2026 |
| LGL PARTNERS, LLC | History | Added to | 73,442 | 7,290 | 3.0% | 3.01% | 640 | +2,727 | 3.86% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Reduced | 73,243 | 7,270 | 0.2% | 0.84% | 641 | -203,774 | -73.56% | Q1 2026 | May 12, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 73,082 | 7,254 | 3.87% | 4.03% | 642 | -5,355 | -6.83% | Q1 2026 | May 11, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 72,759 | 7,222 | 3.37% | 3.54% | 643 | -3,237 | -4.26% | Q1 2026 | Apr 09, 2026 |
| Navigate Wealth Management, LLC | History | New | 72,576 | 7,219 | 5.07% | — | 644 | +72,576 | New | Q1 2026 | Apr 27, 2026 |
| Regal Investment Advisors LLC | History | Added to | 72,226 | 7,169 | 0.41% | 0.4% | 645 | +4,940 | 7.34% | Q1 2026 | May 14, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 72,047 | 7,152 | 1.6% | 1.6% | 646 | +310 | 0.43% | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Added to | 72,010 | 7,149 | 0.19% | 0.04% | 648 | +56,717 | 370.87% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 71,580 | 7,149 | 0.03% | 0.03% | 647 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 72,000 | 7,147 | 0.25% | 0.22% | 649 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 71,640 | 7,111 | 0.52% | 0.52% | 650 | +2,161 | 3.11% | Q1 2026 | Apr 20, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 71,625 | 7,110 | 1.77% | 0.05% | 651 | +69,533 | 3323.76% | Q1 2026 | May 05, 2026 |
| ATLas Financial Planning LLC | History | Reduced | 71,306 | 7,078 | 6.35% | 7.09% | 652 | -1,070 | -1.48% | Q1 2026 | Apr 27, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 71,100 | 7,058 | 1.79% | 1.79% | 653 | -134 | -0.19% | Q1 2026 | Apr 17, 2026 |
| WealthSpring Partners, LLC | History | Added to | 70,439 | 6,992 | 6.42% | 6.96% | 654 | +2,379 | 3.5% | Q1 2026 | Apr 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 70,009 | 6,949 | 0.52% | 0.44% | 655 | +10,621 | 17.88% | Q1 2026 | Apr 14, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 70,105 | 6,944 | 6.56% | 6.11% | 656 | +23,484 | 50.37% | Q1 2026 | May 15, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 69,862 | 6,935 | 2.73% | 2.9% | 657 | -4,534 | -6.09% | Q1 2026 | Apr 23, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 69,618 | 6,911 | 1.46% | 1.72% | 658 | +910 | 1.32% | Q1 2026 | May 12, 2026 |
| REDW Wealth LLC | History | Reduced | 69,449 | 6,894 | 2.75% | 2.73% | 659 | -2,134 | -2.98% | Q1 2026 | May 07, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 68,830 | 6,832 | 2.3% | 5.07% | 660 | -84,124 | -55.0% | Q1 2026 | May 13, 2026 |
| Redwood Park Advisors LLC | History | Added to | 68,473 | 6,797 | 4.53% | 4.57% | 661 | +1,170 | 1.74% | Q1 2026 | May 04, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 68,300 | 6,780 | 3.55% | 0.75% | 662 | +40,875 | 149.04% | Q1 2026 | Apr 15, 2026 |
| CBM Financial, LLC | History | Added to | 67,714 | 6,760 | 4.22% | 4.48% | 663 | +2,332 | 3.57% | Q1 2026 | May 12, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 67,872 | 6,737 | 1.55% | 1.62% | 664 | -1,552 | -2.24% | Q1 2026 | May 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 67,311 | 6,681 | 0.16% | 0.13% | 665 | +6,508 | 10.7% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 67,167 | 6,668 | 0.01% | 0.04% | 666 | -238,000 | -77.99% | Q1 2026 | Apr 16, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 67,029 | 6,653 | 0.11% | 0.1% | 667 | +11,603 | 20.93% | Q1 2026 | Apr 22, 2026 |
| Tillman Hartley LLC | History | Reduced | 66,765 | 6,627 | 1.66% | 1.78% | 668 | -4,103 | -5.79% | Q1 2026 | May 08, 2026 |
| AlTi Global, Inc. | History | Reduced | 66,452 | 6,596 | 0.14% | 0.14% | 669 | -196 | -0.29% | Q1 2026 | May 07, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | New | 65,353 | 6,487 | 3.87% | — | 670 | +65,353 | New | Q1 2026 | May 15, 2026 |
| DMC Group, LLC | History | Added to | 65,123 | 6,464 | 4.37% | 4.19% | 671 | +2,161 | 3.43% | Q1 2026 | Apr 30, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 64,790 | 6,431 | 2.05% | 4.27% | 672 | -75,501 | -53.82% | Q1 2026 | Apr 23, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 64,610 | 6,413 | 0.0% | 0.01% | 673 | -6,277 | -8.85% | Q1 2026 | May 14, 2026 |
| RKL Wealth Management LLC | History | Reduced | 64,426 | 6,395 | 0.58% | 0.55% | 674 | -2,211 | -3.32% | Q1 2026 | Apr 24, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 63,904 | 6,343 | 1.28% | 1.31% | 675 | -14,989 | -19.0% | Q1 2026 | Apr 22, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 63,849 | 6,338 | 4.46% | 3.28% | 676 | +17,615 | 38.1% | Q1 2026 | Apr 23, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 63,628 | 6,320 | 1.56% | 1.59% | 677 | -6,935 | -9.83% | Q1 2026 | May 15, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 63,598 | 6,313 | 1.49% | 1.44% | 678 | +2,720 | 4.47% | Q1 2026 | May 05, 2026 |
| Grove Bank & Trust | History | Added to | 63,453 | 6,298 | 0.71% | 0.69% | 679 | +2,477 | 4.06% | Q1 2026 | Apr 08, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 63,231 | 6,276 | 0.7% | 0.66% | 680 | +2,966 | 4.92% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 63,098 | 6,263 | 0.15% | 0.15% | 681 | +2,967 | 4.93% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 63,087 | 6,262 | 0.27% | 0.03% | 682 | +58,335 | 1227.59% | Q1 2026 | May 11, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 62,822 | 6,236 | 0.28% | 0.27% | 683 | -434 | -0.69% | Q1 2026 | May 11, 2026 |
| Element Wealth, LLC | History | Added to | 62,538 | 6,208 | 2.56% | 2.47% | 684 | +2,584 | 4.31% | Q1 2026 | May 04, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 62,542 | 6,208 | 6.75% | 8.0% | 685 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 62,528 | 6,207 | 0.19% | 0.31% | 686 | -41,142 | -39.69% | Q1 2026 | Apr 06, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 62,302 | 6,184 | 0.62% | 0.65% | 687 | -2,544 | -3.92% | Q1 2026 | May 11, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 62,212 | 6,175 | 5.28% | 3.71% | 688 | +24,355 | 64.33% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | No change | 62,143 | 6,155 | 0.07% | 0.07% | 689 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 61,437 | 6,104 | 0.46% | 0.56% | 690 | -19,116 | -23.73% | Q1 2026 | May 20, 2026 |
| Blue Barn Wealth, LLC | History | No change | 61,088 | 6,101 | 8.89% | 8.89% | 691 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sharper & Granite LLC | History | Added to | 61,125 | 6,067 | 2.07% | 2.03% | 692 | +3,528 | 6.13% | Q1 2026 | Apr 08, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 60,871 | 6,062 | 5.69% | 5.81% | 693 | +1,946 | 3.3% | Q1 2026 | Apr 27, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 60,849 | 6,040 | 1.56% | 1.18% | 694 | +13,606 | 28.8% | Q1 2026 | May 07, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 60,608 | 6,016 | 2.86% | 1.55% | 695 | +17,453 | 40.44% | Q1 2026 | Apr 27, 2026 |
| Apex Wealth Management, LLC | History | Added to | 60,458 | 6,001 | 4.12% | 0.2% | 696 | +58,445 | 2903.38% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 59,769 | 5,933 | 0.15% | 0.15% | 697 | -548 | -0.91% | Q1 2026 | Apr 29, 2026 |
| Merited Wealth, LLC | History | Added to | 59,742 | 5,930 | 4.92% | 2.74% | 698 | +30,107 | 101.59% | Q1 2026 | Apr 24, 2026 |
| LPWM LLC | History | Added to | 59,613 | 5,917 | 1.49% | 0.98% | 699 | +20,688 | 53.15% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 59,497 | 5,906 | 0.03% | 0.04% | 700 | -15,626 | -20.8% | Q1 2026 | May 13, 2026 |
| Modus Advisors, LLC | History | Added to | 59,291 | 5,885 | 1.62% | 1.35% | 701 | +7,910 | 15.39% | Q1 2026 | May 04, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 59,149 | 5,871 | 0.51% | 0.52% | 702 | -2,938 | -4.73% | Q1 2026 | May 07, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 58,907 | 5,847 | 0.53% | 0.4% | 703 | +14,943 | 33.99% | Q1 2026 | May 04, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 58,384 | 5,795 | 4.62% | 4.84% | 704 | +171 | 0.29% | Q1 2026 | May 05, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 58,352 | 5,792 | 1.17% | 1.01% | 705 | +5,886 | 11.22% | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 58,156 | 5,773 | 2.06% | 1.81% | 706 | +7,982 | 15.91% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 58,137 | 5,771 | 0.0% | 0.0% | 707 | -9,242 | -13.72% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 58,034 | 5,761 | 0.98% | 0.94% | 708 | +2,590 | 4.67% | Q1 2026 | Apr 28, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 57,992 | 5,756 | 0.67% | 0.27% | 709 | +34,877 | 150.88% | Q1 2026 | May 06, 2026 |
| Stone Wealth Partners | History | Added to | 57,844 | 5,742 | 5.16% | 4.51% | 710 | +7,129 | 14.06% | Q1 2026 | May 07, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 57,995 | 5,741 | 2.12% | — | 711 | +57,995 | New | Q1 2026 | Apr 14, 2026 |
| Quartz Partners, LLC | History | Added to | 57,806 | 5,738 | 2.22% | 0.29% | 712 | +49,956 | 636.38% | Q1 2026 | May 05, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 57,777 | 5,735 | 4.61% | 5.32% | 713 | -3,729 | -6.06% | Q1 2026 | May 15, 2026 |
| Shelter Mutual Insurance Co | History | No change | 57,660 | 5,723 | 1.27% | 1.28% | 714 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 57,618 | 5,719 | 5.14% | 4.85% | 716 | +6,974 | 13.77% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 57,614 | 5,719 | 0.18% | 0.21% | 715 | +466 | 0.82% | Q1 2026 | May 07, 2026 |
| Columbia Bank | History | Added to | 57,565 | 5,714 | 1.63% | 1.45% | 717 | +5,434 | 10.42% | Q1 2026 | Apr 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 57,363 | 5,694 | 0.08% | 0.06% | 718 | +20,912 | 57.37% | Q1 2026 | May 11, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 56,457 | 5,604 | 0.78% | 0.8% | 719 | -597 | -1.05% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | Added to | 55,735 | 5,532 | 0.09% | 0.08% | 720 | +1,841 | 3.42% | Q1 2026 | May 08, 2026 |
| Synergy Asset Management, LLC | History | Added to | 55,625 | 5,521 | 0.59% | 0.52% | 721 | +5,569 | 11.13% | Q1 2026 | May 13, 2026 |
| Curry Webb Wealth Management LLC | History | Reduced | 55,264 | 5,486 | 2.59% | 3.41% | 722 | -13,528 | -19.67% | Q1 2026 | Jun 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 55,209 | 5,480 | 0.07% | 0.08% | 723 | -4,279 | -7.19% | Q1 2026 | Apr 23, 2026 |
| Impact Capital Partners LLC | History | Added to | 54,947 | 5,454 | 1.65% | 1.45% | 724 | +6,082 | 12.45% | Q1 2026 | Apr 10, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 54,931 | 5,439 | 0.29% | 0.36% | 725 | -21,584 | -28.21% | Q1 2026 | May 12, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 54,592 | 5,419 | 3.27% | 13.29% | 726 | -188,007 | -77.5% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 54,456 | 5,405 | 0.01% | 0.01% | 727 | -303 | -0.55% | Q1 2026 | May 14, 2026 |
| Aspect Partners, LLC | History | Added to | 54,321 | 5,392 | 2.2% | 2.27% | 728 | +2,478 | 4.78% | Q1 2026 | Apr 02, 2026 |
| Ancora Advisors LLC | History | Reduced | 54,309 | 5,391 | 0.11% | 0.11% | 729 | -377 | -0.69% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 54,268 | 5,387 | 0.2% | 0.25% | 730 | -12,755 | -19.03% | Q1 2026 | May 07, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 54,258 | 5,386 | 2.92% | 2.85% | 731 | +3,582 | 7.07% | Q1 2026 | Apr 27, 2026 |
| Coign Capital Advisors LLC | History | Added to | 53,523 | 5,313 | 2.79% | 2.68% | 732 | +2,222 | 4.33% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 53,385 | 5,299 | 0.05% | 0.05% | 733 | +12,249 | 29.78% | Q1 2026 | May 13, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 53,327 | 5,293 | 0.27% | 0.21% | 734 | +15,069 | 39.39% | Q1 2026 | May 06, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 52,953 | 5,288 | 3.25% | 3.25% | 735 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 53,109 | 5,272 | 0.3% | 0.2% | 736 | +18,832 | 54.94% | Q1 2026 | Apr 30, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 53,037 | 5,264 | 3.14% | 3.77% | 737 | -989 | -1.83% | Q1 2026 | May 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 52,966 | 5,257 | 0.33% | 0.28% | 738 | +9,100 | 20.74% | Q1 2026 | Apr 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 52,943 | 5,255 | 0.64% | 0.67% | 739 | +56 | 0.11% | Q1 2026 | Apr 08, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 52,906 | 5,252 | 0.55% | 0.61% | 740 | -6,054 | -10.27% | Q1 2026 | Apr 08, 2026 |
| Brendel Financial Advisors LLC | History | Added to | 52,823 | 5,243 | 2.59% | 0.47% | 741 | +43,268 | 452.83% | Q1 2026 | Apr 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 52,715 | 5,233 | 0.36% | 0.31% | 742 | +13,232 | 33.51% | Q1 2026 | Apr 17, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 52,666 | 5,228 | 0.68% | 0.59% | 743 | +5,798 | 12.37% | Q1 2026 | Apr 08, 2026 |
| WBH ADVISORY INC | History | Added to | 52,656 | 5,212 | 0.39% | 0.3% | 744 | +11,941 | 29.33% | Q1 2026 | Apr 27, 2026 |
| Capital Management Associates, Inc | History | Reduced | 52,370 | 5,198 | 1.18% | 1.25% | 745 | -4,309 | -7.6% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 52,253 | 5,187 | 0.32% | 0.32% | 746 | -13,833 | -20.93% | Q1 2026 | Apr 28, 2026 |
| SouthState Bank Corp | History | Reduced | 52,169 | 5,178 | 0.24% | 0.28% | 747 | -10,164 | -16.31% | Q1 2026 | May 05, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 52,075 | 5,169 | 1.73% | 1.71% | 748 | +95 | 0.18% | Q1 2026 | May 08, 2026 |
| 1ST SOURCE BANK | History | Added to | 52,070 | 5,168 | 0.27% | 0.25% | 749 | +4,908 | 10.41% | Q1 2026 | May 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 52,044 | 5,166 | 3.42% | 3.64% | 750 | -1,446 | -2.7% | Q1 2026 | Apr 21, 2026 |
| RiverGlades Family Offices LLC | History | New | 51,741 | 5,136 | 3.02% | — | 751 | +51,741 | New | Q1 2026 | May 13, 2026 |
| INVESTED ADVISORS | History | Reduced | 51,553 | 5,117 | 5.17% | 5.39% | 752 | -559 | -1.07% | Q1 2026 | Apr 29, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 51,418 | 5,104 | 3.02% | 3.16% | 753 | +7,965 | 18.33% | Q1 2026 | May 05, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 51,219 | 5,084 | 2.23% | 2.04% | 754 | +4,567 | 9.79% | Q1 2026 | Apr 29, 2026 |
| HUB Investment Partners, LLC | History | Added to | 51,174 | 5,080 | 0.12% | 0.02% | 755 | +44,926 | 719.05% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 50,763 | 5,070 | 0.25% | 0.24% | 756 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 50,809 | 5,043 | 1.52% | 1.39% | 757 | +4,154 | 8.9% | Q1 2026 | Apr 22, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 50,422 | 5,005 | 2.03% | 1.79% | 758 | +4,701 | 10.28% | Q1 2026 | Apr 24, 2026 |
| Wise Wealth Partners | History | Added to | 50,406 | 5,003 | 6.77% | 7.09% | 759 | +958 | 1.94% | Q1 2026 | Apr 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 50,390 | 5,002 | 0.15% | 0.12% | 760 | +9,749 | 23.99% | Q1 2026 | May 13, 2026 |
| Newport Capital Group, LLC | History | Reduced | 50,361 | 4,998 | 3.05% | 3.09% | 761 | -325 | -0.64% | Q1 2026 | May 11, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Reduced | 50,140 | 4,977 | 2.17% | 4.32% | 762 | -62,699 | -55.57% | Q1 2026 | Aug 03, 2026 |
| E&G Advisors, LP | History | Added to | 50,005 | 4,963 | 1.1% | 0.94% | 763 | +7,957 | 18.92% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 49,933 | 4,956 | 0.3% | 0.07% | 764 | +39,510 | 379.07% | Q1 2026 | Apr 23, 2026 |
| Westfuller Advisors, LLC | History | Added to | 49,904 | 4,954 | 2.14% | 1.48% | 765 | +13,272 | 36.23% | Q1 2026 | Apr 28, 2026 |
| Atwater Malick LLC | History | Added to | 49,820 | 4,945 | 1.34% | 1.06% | 766 | +11,240 | 29.13% | Q1 2026 | Apr 22, 2026 |
| PlanVest Financial, Inc | History | New | 49,421 | 4,906 | 3.73% | — | 767 | +49,421 | New | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Added to | 49,321 | 4,896 | 1.28% | 1.14% | 768 | +7,560 | 18.1% | Q1 2026 | Apr 08, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 49,122 | 4,876 | 3.3% | 3.05% | 769 | +5,812 | 13.42% | Q1 2026 | May 05, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 49,117 | 4,875 | 2.16% | 3.18% | 770 | -20,912 | -29.86% | Q1 2026 | Apr 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 48,920 | 4,856 | 0.48% | 2.41% | 771 | -202,565 | -80.55% | Q1 2026 | Apr 30, 2026 |
| Sincerus Advisory, LLC | History | Added to | 48,870 | 4,851 | 3.68% | 3.09% | 772 | +10,431 | 27.14% | Q1 2026 | Apr 06, 2026 |
| GuidedMoney, LLC | History | Added to | 48,718 | 4,836 | 2.54% | 2.04% | 773 | +10,396 | 27.13% | Q1 2026 | May 05, 2026 |
| Canton Hathaway, LLC | History | No change | 48,700 | 4,834 | 0.98% | 0.94% | 774 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 48,556 | 4,820 | 1.52% | 1.65% | 775 | -4,847 | -9.08% | Q1 2026 | Apr 16, 2026 |
| Oxinas Partners, LLC | History | Added to | 48,525 | 4,817 | 2.2% | 1.63% | 776 | +14,570 | 42.91% | Q1 2026 | Apr 10, 2026 |
| PFG Investments, LLC | History | Added to | 48,198 | 4,784 | 0.22% | 0.23% | 777 | +183 | 0.38% | Q1 2026 | Apr 27, 2026 |
| Logan Stone Capital, LLC | History | Added to | 47,642 | 4,729 | 1.31% | 1.15% | 778 | +837 | 1.79% | Q1 2026 | May 15, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 47,617 | 4,726 | 0.06% | 0.05% | 779 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TI-TRUST, INC | History | Added to | 47,350 | 4,700 | 2.79% | 2.75% | 780 | +2,769 | 6.21% | Q1 2026 | Apr 28, 2026 |
| CROBAN | History | Reduced | 47,094 | 4,674 | 2.2% | 3.17% | 781 | -18,820 | -28.55% | Q1 2026 | May 12, 2026 |
| Tactive Advisors, LLC | History | Added to | 46,995 | 4,665 | 1.32% | 1.18% | 782 | +6,526 | 16.13% | Q1 2026 | Apr 16, 2026 |
| IFS Advisors, LLC | History | Reduced | 46,843 | 4,650 | 2.4% | 2.48% | 783 | -859 | -1.8% | Q1 2026 | Apr 06, 2026 |
| Cadia Private Client LLC | History | Reduced | 46,546 | 4,620 | 3.75% | 3.94% | 784 | -3,178 | -6.39% | Q1 2026 | May 20, 2026 |
| United Advisor Group, LLC | History | Added to | 46,115 | 4,577 | 0.56% | 0.56% | 785 | +737 | 1.62% | Q1 2026 | Apr 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 45,944 | 4,560 | 0.09% | 0.07% | 786 | +10,031 | 27.93% | Q1 2026 | Apr 17, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 45,908 | 4,557 | 3.09% | 3.07% | 787 | +1,145 | 2.56% | Q1 2026 | Apr 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 45,847 | 4,551 | 0.31% | 0.3% | 788 | +1,408 | 3.17% | Q1 2026 | May 06, 2026 |
| Avail Investment Partners, LLC | History | New | 45,751 | 4,542 | 4.85% | — | 789 | +45,751 | New | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | Reduced | 45,661 | 4,532 | 0.91% | 0.96% | 790 | -738 | -1.59% | Q1 2026 | Apr 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 45,647 | 4,531 | 0.02% | 0.02% | 791 | +3,123 | 7.34% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 45,545 | 4,521 | 0.12% | 0.11% | 792 | +3,460 | 8.22% | Q1 2026 | May 14, 2026 |
| Patten Group, Inc. | History | Added to | 45,516 | 4,518 | 0.79% | 0.83% | 793 | +478 | 1.06% | Q1 2026 | Apr 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 45,587 | 4,514 | 0.29% | 0.41% | 794 | -42,700 | -48.36% | Q1 2026 | Apr 24, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 45,254 | 4,492 | 1.72% | 1.71% | 795 | +806 | 1.81% | Q1 2026 | Apr 22, 2026 |
| ALPS ADVISORS INC | History | No change | 45,215 | 4,488 | 0.02% | 0.03% | 796 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 5T Wealth, LLC | History | Added to | 44,936 | 4,460 | 1.76% | 1.69% | 797 | +2,571 | 6.07% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 44,860 | 4,453 | 2.09% | 1.92% | 798 | +3,875 | 9.45% | Q1 2026 | Apr 15, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 44,831 | 4,450 | 0.7% | 0.68% | 799 | +285 | 0.64% | Q1 2026 | Jul 27, 2026 |
| Paladin Partners, LLC | History | Added to | 44,820 | 4,449 | 3.21% | 3.34% | 800 | +1 | 0.0% | Q1 2026 | Jun 25, 2026 |
| TRUE Private Wealth Advisors | History | New | 44,806 | 4,447 | 0.42% | — | 801 | +44,806 | New | Q1 2026 | May 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 44,298 | 4,397 | 1.26% | 1.33% | 802 | -2,243 | -4.82% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 44,039 | 4,371 | 0.02% | 0.02% | 803 | +2,609 | 6.3% | Q1 2026 | May 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 43,954 | 4,363 | 1.56% | 1.58% | 804 | -674 | -1.51% | Q1 2026 | Apr 14, 2026 |
| Ironwood Financial, llc | History | Reduced | 43,732 | 4,341 | 0.76% | 0.76% | 805 | -880 | -1.97% | Q1 2026 | Apr 16, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 43,651 | 4,333 | 0.01% | 0.01% | 806 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 43,632 | 4,331 | 1.67% | 1.69% | 807 | -188 | -0.43% | Q1 2026 | Apr 29, 2026 |
| AtlasMark Financial, Inc | History | No change | 43,214 | 4,316 | 2.79% | 2.79% | 808 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 43,147 | 4,288 | 1.0% | 1.07% | 809 | -3,653 | -7.81% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 43,073 | 4,275 | 0.13% | 0.12% | 810 | +1,678 | 4.05% | Q1 2026 | Apr 29, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 42,755 | 4,244 | 0.45% | 0.46% | 811 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 42,580 | 4,226 | 0.16% | 0.18% | 812 | +4,392 | 11.5% | Q1 2026 | Jun 18, 2026 |
| Moneda S.A. Administradora General de Fondos | History | Reduced | 42,523 | 4,221 | 3.44% | 4.91% | 813 | -12,227 | -22.33% | Q1 2026 | May 15, 2026 |
| Forum Private Client Group LLC | History | Reduced | 42,458 | 4,217 | 1.41% | 1.52% | 814 | -2,345 | -5.23% | Q1 2026 | May 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 42,408 | 4,209 | 0.54% | 0.47% | 815 | +3,984 | 10.37% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 42,267 | 4,195 | 0.13% | 0.12% | 816 | +4,084 | 10.7% | Q1 2026 | Apr 08, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 42,242 | 4,193 | 5.83% | 5.56% | 817 | +2,590 | 6.53% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 42,191 | 4,188 | 0.43% | 0.48% | 818 | -3,862 | -8.39% | Q1 2026 | Apr 13, 2026 |
| LM Advisors LLC | History | Reduced | 413 | 4,156 | 0.07% | 0.08% | 819 | -12 | -2.82% | Q1 2026 | May 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 41,755 | 4,145 | 0.13% | 0.17% | 820 | -8,997 | -17.73% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | Added to | 41,675 | 4,137 | 0.05% | 0.04% | 821 | +9,580 | 29.85% | Q1 2026 | May 01, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 41,594 | 4,112 | 0.88% | 0.91% | 822 | +3,921 | 10.41% | Q1 2026 | May 01, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 41,343 | 4,104 | 0.06% | 0.06% | 823 | +407 | 0.99% | Q1 2026 | May 15, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 41,197 | 4,089 | 1.61% | 1.27% | 824 | -9,605 | -18.91% | Q1 2026 | May 06, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 41,137 | 4,083 | 2.64% | 2.83% | 825 | -2,614 | -5.97% | Q1 2026 | May 08, 2026 |
| First Washington CORP | History | Reduced | 40,935 | 4,063 | 1.15% | 7.7% | 826 | -256,847 | -86.25% | Q1 2026 | May 14, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 40,792 | 4,049 | 2.64% | 2.22% | 827 | +5,258 | 14.8% | Q1 2026 | Apr 21, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 40,758 | 4,046 | 0.24% | 0.22% | 828 | +1,815 | 4.66% | Q1 2026 | Apr 22, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 40,287 | 3,999 | 1.06% | 0.97% | 829 | +2,620 | 6.96% | Q1 2026 | May 08, 2026 |
| Envision Financial LLC | History | Added to | 40,283 | 3,998 | 2.15% | 1.77% | 830 | +6,706 | 19.97% | Q1 2026 | Apr 16, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Added to | 40,224 | 3,993 | 2.04% | 1.23% | 831 | +15,569 | 63.15% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 40,097 | 3,980 | 0.0% | 0.0% | 832 | +17,169 | 74.88% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 39,973 | 3,968 | 0.12% | 0.09% | 833 | +9,487 | 31.12% | Q1 2026 | Apr 24, 2026 |
| Family Investment Center, Inc. | History | Added to | 39,858 | 3,956 | 0.76% | 0.79% | 834 | +715 | 1.83% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 39,971 | 3,955 | 0.01% | 0.03% | 835 | -407 | -1.01% | Q1 2026 | May 12, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 39,790 | 3,949 | 3.78% | 3.71% | 836 | +2,091 | 5.55% | Q1 2026 | Apr 21, 2026 |
| Vestwell Advisors, LLC | History | Added to | 39,637 | 3,934 | 1.08% | 0.56% | 837 | +1,764 | 4.66% | Q1 2026 | May 18, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 39,569 | 3,928 | 0.41% | 0.43% | 838 | -1,445 | -3.52% | Q1 2026 | May 11, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 39,290 | 3,900 | 3.39% | 3.33% | 839 | +1,445 | 3.82% | Q1 2026 | Apr 21, 2026 |
| DAVIDSON TRUST CO | History | Added to | 39,216 | 3,892 | 1.68% | 1.55% | 840 | +2,086 | 5.62% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 39,183 | 3,889 | 0.15% | 0.09% | 841 | +30,716 | 362.77% | Q1 2026 | May 15, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 39,043 | 3,875 | 1.94% | 1.92% | 842 | +1,775 | 4.76% | Q1 2026 | Apr 27, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 38,592 | 3,831 | 3.29% | 3.28% | 843 | +764 | 2.02% | Q1 2026 | May 11, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 38,395 | 3,811 | 1.71% | 1.53% | 844 | +2,791 | 7.84% | Q1 2026 | Apr 23, 2026 |
| Randall & Associates Wealth Management | History | Added to | 38,303 | 3,802 | 2.56% | 2.54% | 845 | +1,629 | 4.44% | Q1 2026 | Apr 20, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 38,280 | 3,800 | 1.11% | 1.09% | 846 | +2,197 | 6.09% | Q1 2026 | Apr 16, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 38,054 | 3,777 | 1.81% | 1.77% | 847 | +1,410 | 3.85% | Q1 2026 | Apr 14, 2026 |
| Edge Financial Advisors LLC | History | No change | 37,794 | 3,774 | 1.59% | 1.59% | 848 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 37,889 | 3,761 | 0.16% | 0.2% | 849 | -10,208 | -21.22% | Q1 2026 | Apr 28, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 37,657 | 3,738 | 1.29% | 1.28% | 850 | +912 | 2.48% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 39,356 | 3,729 | 0.92% | 1.66% | 851 | +21,129 | 115.92% | Q1 2026 | May 12, 2026 |
| Exchange Bank | History | Added to | 37,446 | 3,717 | 2.58% | 2.54% | 852 | +671 | 1.82% | Q1 2026 | Apr 08, 2026 |
| Stonekeep Investments, LLC | History | Added to | 37,393 | 3,712 | 2.41% | 2.39% | 853 | +36 | 0.1% | Q1 2026 | Apr 07, 2026 |
| FineMark National Bank & Trust | History | No change | 37,033 | 3,698 | 0.12% | 0.12% | 854 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 37,082 | 3,681 | 2.03% | 1.83% | 855 | +8,209 | 28.43% | Q1 2026 | May 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 36,875 | 3,660 | 0.06% | 0.05% | 856 | +13,209 | 55.81% | Q1 2026 | Apr 21, 2026 |
| NYL Investors LLC | History | Added to | 36,863 | 3,659 | 1.38% | 1.21% | 857 | +1,292 | 3.63% | Q1 2026 | May 07, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 36,865 | 3,659 | 0.56% | 0.59% | 858 | +492 | 1.35% | Q1 2026 | May 07, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 36,831 | 3,656 | 0.26% | 0.27% | 859 | -561 | -1.5% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 36,604 | 3,633 | 0.26% | 0.24% | 860 | +4,543 | 14.17% | Q1 2026 | May 05, 2026 |
| McLean Asset Management Corp | History | Added to | 36,568 | 3,630 | 0.64% | 0.33% | 861 | +17,990 | 96.83% | Q1 2026 | Apr 22, 2026 |
| Advisor OS, LLC | History | Added to | 36,415 | 3,614 | 0.26% | 0.28% | 862 | +1,900 | 5.5% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 36,408 | 3,613 | 0.11% | 0.13% | 863 | -9,163 | -20.11% | Q1 2026 | May 11, 2026 |
| J.Safra Asset Management Corp | History | Added to | 36,208 | 3,594 | 0.19% | 0.18% | 864 | +893 | 2.53% | Q1 2026 | May 04, 2026 |
| Maxele Advisors, LLC | History | No change | 35,956 | 3,591 | 2.92% | 2.92% | 865 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 35,932 | 3,573 | 0.6% | 0.63% | 866 | +871 | 2.48% | Q1 2026 | May 08, 2026 |
| CAP Partners, LLC | History | Added to | 35,986 | 3,572 | 2.02% | 1.86% | 867 | +3,040 | 9.23% | Q1 2026 | Apr 28, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 35,814 | 3,555 | 2.5% | 2.65% | 868 | -647 | -1.77% | Q1 2026 | May 01, 2026 |
| Cypress Capital Group | History | Added to | 35,741 | 3,548 | 0.4% | 0.3% | 869 | +8,843 | 32.88% | Q1 2026 | May 15, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 35,716 | 3,545 | 0.36% | 0.35% | 870 | +2,815 | 8.56% | Q1 2026 | May 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 35,655 | 3,539 | 0.47% | 0.37% | 871 | +10,037 | 39.18% | Q1 2026 | May 11, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 35,576 | 3,532 | 2.21% | 1.81% | 872 | +10,320 | 40.86% | Q1 2026 | Apr 27, 2026 |
| Cheviot Value Management, LLC | History | Added to | 34,955 | 3,469 | 0.35% | 0.31% | 873 | +3,600 | 11.48% | Q1 2026 | May 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 34,736 | 3,448 | 0.46% | 0.53% | 874 | -3,974 | -10.27% | Q1 2026 | Apr 08, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 34,624 | 3,437 | 1.38% | 1.27% | 875 | +2,058 | 6.32% | Q1 2026 | Apr 23, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 34,561 | 3,430 | 0.95% | 0.94% | 876 | +376 | 1.1% | Q1 2026 | May 08, 2026 |
| DT Investment Partners, LLC | History | Reduced | 34,507 | 3,425 | 0.29% | 0.3% | 877 | -1,975 | -5.41% | Q1 2026 | May 14, 2026 |
| Chandler Asset Management, Inc. | History | No change | 34,482 | 3,423 | 0.52% | 0.55% | 878 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 34,253 | 3,400 | 1.25% | 2.13% | 879 | -5,623 | -14.1% | Q1 2026 | Apr 28, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 34,223 | 3,397 | 1.14% | 1.12% | 880 | +125 | 0.37% | Q1 2026 | Apr 03, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 34,099 | 3,385 | 0.32% | 0.36% | 881 | -3,875 | -10.2% | Q1 2026 | Apr 13, 2026 |
| Accredited Investors Inc. | History | Added to | 33,966 | 3,371 | 0.18% | 0.16% | 882 | +3,369 | 11.01% | Q1 2026 | Apr 30, 2026 |
| Strive Financial Group ,LLC | History | New | 33,816 | 3,357 | 1.78% | — | 883 | +33,816 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 33,739 | 3,349 | 0.0% | 0.0% | 884 | +1,661 | 5.18% | Q1 2026 | May 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 33,742 | 3,349 | 5.06% | 4.94% | 885 | +263 | 0.79% | Q1 2026 | Apr 30, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 33,702 | 3,345 | 0.46% | 0.48% | 886 | -2,939 | -8.02% | Q1 2026 | Apr 09, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 33,616 | 3,337 | 0.5% | 0.45% | 887 | +4,761 | 16.5% | Q1 2026 | Apr 22, 2026 |
| Optiver Holding B.V. | History | Added to | 33,538 | 3,329 | 0.0% | 0.0% | 889 | +9,877 | 41.74% | Q1 2026 | Jun 02, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | Added to | 33,541 | 3,329 | 1.55% | 1.34% | 888 | +4,214 | 14.37% | Q1 2026 | Aug 12, 2026 |
| AMG National Trust Bank | History | Added to | 33,467 | 3,322 | 0.07% | 0.07% | 890 | +4,257 | 14.57% | Q1 2026 | May 04, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 33,451 | 3,320 | 1.2% | 1.41% | 891 | -8,633 | -20.51% | Q1 2026 | May 12, 2026 |
| JHP Wealth Management, LLC | History | Added to | 33,378 | 3,313 | 3.17% | 2.69% | 892 | +5,562 | 20.0% | Q1 2026 | May 14, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 33,335 | 3,309 | 0.34% | 0.6% | 893 | -22,891 | -40.71% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Reduced | 33,116 | 3,287 | 0.07% | 0.07% | 894 | -5,435 | -14.1% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 33,008 | 3,276 | 0.29% | 0.28% | 895 | +1,376 | 4.35% | Q1 2026 | Apr 30, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 32,799 | 3,255 | 0.48% | 0.83% | 896 | -21,945 | -40.09% | Q1 2026 | May 11, 2026 |
| Indivisible Partners | History | Reduced | 32,562 | 3,232 | 0.29% | 0.46% | 897 | -10,339 | -24.1% | Q1 2026 | Apr 30, 2026 |
| Compton Financial Group, LLC | History | Reduced | 32,522 | 3,228 | 0.71% | 0.78% | 898 | -2,163 | -6.24% | Q1 2026 | Apr 28, 2026 |
| JNBA Financial Advisors | History | Added to | 32,479 | 3,224 | 0.27% | 0.01% | 899 | +31,813 | 4776.73% | Q1 2026 | Apr 22, 2026 |
| Quantum Financial Planning Services, Inc. | History | Reduced | 32,456 | 3,221 | 1.16% | 1.23% | 900 | -1,568 | -4.61% | Q1 2026 | Apr 14, 2026 |
| SYM FINANCIAL Corp | History | Added to | 32,347 | 3,211 | 0.32% | 0.29% | 901 | +3,774 | 13.21% | Q1 2026 | May 08, 2026 |
| GLR Partners, LLC | History | New | 32,132 | 3,189 | 1.74% | — | 902 | +32,132 | New | Q1 2026 | May 13, 2026 |
| United Community Bank | History | New | 32,014 | 3,178 | 1.06% | — | 903 | +32,014 | New | Q1 2026 | Apr 24, 2026 |
| KG Capital Management | History | Reduced | 31,885 | 3,165 | 2.27% | 0.96% | 904 | -6,869 | -17.72% | Q1 2026 | Apr 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 31,804 | 3,157 | 0.13% | 0.12% | 905 | +4,072 | 14.68% | Q1 2026 | May 12, 2026 |
| Simmons Bank | History | Added to | 31,713 | 3,148 | 0.21% | 0.21% | 906 | +346 | 1.1% | Q1 2026 | Apr 23, 2026 |
| Michels Family Financial, LLC | History | Added to | 31,583 | 3,135 | 2.26% | 2.29% | 907 | +325 | 1.04% | Q1 2026 | Apr 24, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 31,466 | 3,123 | 0.16% | 0.25% | 908 | -16,193 | -33.98% | Q1 2026 | May 15, 2026 |
| Prosperity Planning, Inc. | History | Added to | 31,253 | 3,102 | 0.79% | 0.77% | 909 | +1,781 | 6.04% | Q1 2026 | Apr 10, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 31,050 | 3,082 | 0.92% | 1.7% | 910 | -27,423 | -46.9% | Q1 2026 | Apr 21, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 31,050 | 3,082 | 1.06% | 1.08% | 911 | +171 | 0.55% | Q1 2026 | Apr 29, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 30,850 | 3,081 | 0.58% | 0.58% | 912 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 30,903 | 3,067 | 0.19% | 0.2% | 913 | -28 | -0.09% | Q1 2026 | Apr 27, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 30,802 | 3,057 | 2.31% | 2.15% | 914 | +1,722 | 5.92% | Q1 2026 | Apr 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 30,775 | 3,055 | 0.49% | 0.36% | 915 | +7,916 | 34.63% | Q1 2026 | Apr 28, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 30,759 | 3,053 | 0.55% | 0.7% | 916 | -5,932 | -16.17% | Q1 2026 | May 14, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 30,741 | 3,051 | 1.75% | 1.83% | 917 | +3,017 | 10.88% | Q1 2026 | May 14, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 30,614 | 3,039 | 1.62% | 1.71% | 918 | -142 | -0.46% | Q1 2026 | May 01, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 30,588 | 3,036 | 0.76% | 0.42% | 919 | +15,090 | 97.37% | Q1 2026 | Apr 29, 2026 |
| Clearview Wealth Management LLC | History | New | 30,561 | 3,033 | 2.15% | — | 920 | +30,561 | New | Q1 2026 | May 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 30,531 | 3,030 | 0.2% | 0.25% | 921 | -6,190 | -16.86% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 30,488 | 3,026 | 0.24% | 0.25% | 922 | -816 | -2.61% | Q1 2026 | Apr 13, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 30,435 | 3,021 | 0.17% | 0.15% | 923 | +1,727 | 6.02% | Q1 2026 | Apr 29, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 30,365 | 3,014 | 1.36% | 1.36% | 924 | -405 | -1.32% | Q1 2026 | May 05, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 30,342 | 3,012 | 0.48% | 0.45% | 925 | +1,702 | 5.94% | Q1 2026 | May 15, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 30,141 | 2,992 | 0.71% | 0.55% | 926 | +12,779 | 73.6% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 30,146 | 2,992 | 0.24% | 0.25% | 927 | +3,751 | 14.21% | Q1 2026 | Apr 16, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 30,101 | 2,988 | 2.68% | 2.69% | 928 | -423 | -1.39% | Q1 2026 | Apr 21, 2026 |
| Arista Wealth Management, LLC | History | Added to | 30,038 | 2,981 | 0.36% | 0.36% | 929 | +865 | 2.97% | Q1 2026 | Apr 30, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 29,782 | 2,956 | 2.29% | 2.01% | 930 | +4,618 | 18.35% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 29,545 | 2,932 | 0.38% | 0.95% | 931 | -42,955 | -59.25% | Q1 2026 | Apr 16, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 29,513 | 2,929 | 1.35% | 1.38% | 932 | -136 | -0.46% | Q1 2026 | Apr 15, 2026 |
| Hickory Point Bank & Trust | History | Reduced | 29,500 | 2,928 | 1.93% | 2.14% | 933 | -50 | -0.17% | Q1 2026 | Apr 03, 2026 |
| Valpey Financial Services, LLC | History | Added to | 29,407 | 2,919 | 1.9% | 1.83% | 934 | +644 | 2.24% | Q1 2026 | May 11, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 29,070 | 2,885 | 0.16% | 0.15% | 935 | -818 | -2.74% | Q1 2026 | May 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 29,035 | 2,882 | 0.48% | 0.49% | 936 | -188 | -0.64% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,882 | 2,867 | 0.0% | 0.0% | 937 | +19,506 | 208.04% | Q1 2026 | May 15, 2026 |
| Bauman Advisory Group, LLC | History | New | 28,856 | 2,864 | 2.01% | — | 938 | +28,856 | New | Q1 2026 | May 06, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 28,788 | 2,857 | 1.39% | — | 939 | +28,788 | New | Q1 2026 | Apr 09, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 28,749 | 2,853 | 0.27% | 0.28% | 940 | -712 | -2.42% | Q1 2026 | Apr 23, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 28,730 | 2,852 | 0.86% | 0.82% | 941 | +1,225 | 4.45% | Q1 2026 | Apr 20, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 28,676 | 2,846 | 1.83% | 1.78% | 942 | +405 | 1.43% | Q1 2026 | Apr 22, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 28,624 | 2,841 | 1.03% | 1.78% | 943 | -19,269 | -40.23% | Q1 2026 | Apr 27, 2026 |
| NVWM, LLC | History | Reduced | 28,548 | 2,833 | 0.63% | 1.02% | 944 | -18,249 | -39.0% | Q1 2026 | Apr 27, 2026 |
| Cooksen Wealth, LLC | History | Added to | 28,482 | 2,827 | 2.05% | 1.98% | 945 | +1,393 | 5.14% | Q1 2026 | Apr 30, 2026 |
| WELCH & FORBES LLC | History | Added to | 28,450 | 2,824 | 0.04% | 0.02% | 946 | +8,170 | 40.29% | Q1 2026 | May 01, 2026 |
| LCNB CORP | History | Added to | 28,408 | 2,820 | 0.95% | 0.82% | 947 | +3,893 | 15.88% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 28,397 | 2,818 | 0.25% | 0.28% | 948 | +3,839 | 15.63% | Q1 2026 | May 12, 2026 |
| American State Bank (Iowa) | History | Reduced | 28,365 | 2,815 | 1.35% | 1.68% | 949 | -6,629 | -18.94% | Q1 2026 | Apr 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 28,330 | 2,812 | 0.31% | 0.29% | 950 | +2,079 | 7.92% | Q1 2026 | May 01, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 28,250 | 2,804 | 0.54% | 0.17% | 951 | +17,079 | 152.89% | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | Reduced | 28,210 | 2,801 | 0.0% | 0.01% | 952 | -22,751 | -44.64% | Q1 2026 | May 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 28,181 | 2,797 | 0.76% | 0.77% | 953 | -839 | -2.89% | Q1 2026 | May 13, 2026 |
| IFS Group,LLC | History | New | 28,059 | 2,785 | 2.48% | — | 954 | +28,059 | New | Q1 2026 | May 18, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 27,989 | 2,778 | 0.31% | 0.32% | 955 | +802 | 2.95% | Q1 2026 | Apr 13, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 27,966 | 2,776 | 0.3% | 0.3% | 956 | +394 | 1.43% | Q1 2026 | May 06, 2026 |
| Retirement Systems of Alabama | History | No change | 27,899 | 2,769 | 0.01% | 0.01% | 957 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 27,862 | 2,765 | 0.61% | 0.67% | 958 | -3,651 | -11.59% | Q1 2026 | Apr 14, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 27,830 | 2,762 | 0.63% | 0.84% | 959 | -8,747 | -23.91% | Q1 2026 | Apr 17, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 27,691 | 2,748 | 0.59% | 0.1% | 960 | +23,090 | 501.85% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Added to | 27,657 | 2,745 | 0.25% | 0.1% | 961 | +11,024 | 66.28% | Q1 2026 | May 14, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 27,483 | 2,728 | 1.5% | 1.73% | 962 | -3,627 | -11.66% | Q1 2026 | Apr 27, 2026 |
| Topor & Co. Korea | History | Reduced | 27,373 | 2,717 | 2.3% | 2.66% | 963 | -7,981 | -22.57% | Q1 2026 | Apr 27, 2026 |
| F/m Investments LLC | History | Reduced | 27,169 | 2,697 | 0.18% | 0.66% | 964 | -146,231 | -84.33% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | Reduced | 27,075 | 2,687 | 0.71% | 0.77% | 965 | -1,548 | -5.41% | Q1 2026 | Apr 23, 2026 |
| Aries Wealth Management | History | Added to | 27,057 | 2,685 | 0.59% | 0.58% | 966 | +793 | 3.02% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 26,991 | 2,679 | 0.45% | 0.5% | 967 | -1,939 | -6.7% | Q1 2026 | May 08, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 26,557 | 2,666 | 0.14% | 0.33% | 968 | -20,497 | -43.56% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 26,570 | 2,637 | 0.1% | 0.08% | 969 | +2,518 | 10.47% | Q1 2026 | May 07, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 26,510 | 2,631 | 0.31% | 0.27% | 970 | +3,087 | 13.18% | Q1 2026 | May 06, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 26,505 | 2,631 | 2.0% | 1.94% | 971 | +13 | 0.05% | Q1 2026 | May 08, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 26,487 | 2,629 | 0.56% | 0.62% | 972 | -5,169 | -16.33% | Q1 2026 | Jun 01, 2026 |
| Occidental Asset Management, LLC | History | Added to | 26,378 | 2,618 | 0.31% | 0.3% | 973 | +971 | 3.82% | Q1 2026 | Apr 15, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 26,208 | 2,601 | 1.68% | 2.03% | 974 | -6,693 | -20.34% | Q1 2026 | Apr 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 26,162 | 2,597 | 0.3% | 0.34% | 975 | -621 | -2.32% | Q1 2026 | Apr 13, 2026 |
| DENALI ADVISORS LLC | History | Added to | 26,053 | 2,586 | 0.29% | 0.25% | 976 | +3,487 | 15.45% | Q1 2026 | May 08, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 26,052 | 2,586 | 0.88% | 1.06% | 978 | -3,347 | -11.38% | Q1 2026 | Apr 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 26,051 | 2,586 | 0.28% | 0.27% | 977 | +152 | 0.59% | Q1 2026 | Apr 28, 2026 |
| Pointe Capital Management LLC | History | Added to | 26,017 | 2,582 | 1.28% | 1.15% | 979 | +2,773 | 11.93% | Q1 2026 | May 15, 2026 |
| Riverview Trust Co | History | No change | 25,819 | 2,563 | 3.16% | 3.1% | 980 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Balboa Wealth Partners | History | Added to | 25,721 | 2,553 | 0.43% | 0.35% | 981 | +4,471 | 21.04% | Q1 2026 | Apr 16, 2026 |
| Core Wealth Partners LLC | History | Reduced | 25,640 | 2,545 | 1.18% | 1.16% | 982 | -114 | -0.44% | Q1 2026 | May 08, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 25,495 | 2,530 | 0.36% | 0.36% | 983 | +784 | 3.17% | Q1 2026 | Apr 20, 2026 |
| Canal Capital Management, LLC | History | Reduced | 25,482 | 2,529 | 0.34% | 0.77% | 984 | -29,067 | -53.29% | Q1 2026 | Apr 27, 2026 |
| Asset Management Group, Inc. | History | Added to | 25,418 | 2,523 | 0.41% | 0.41% | 985 | +122 | 0.48% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 25,219 | 2,503 | 0.13% | 0.13% | 986 | +604 | 2.45% | Q1 2026 | Apr 13, 2026 |
| Capstone Wealth Management, Inc. | History | Reduced | 25,223 | 2,500 | 2.12% | 2.23% | 987 | -215 | -0.85% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 24,892 | 2,486 | 0.68% | 0.68% | 988 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 25,006 | 2,482 | 1.06% | 1.03% | 989 | +772 | 3.19% | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 25,002 | 2,481 | 0.07% | 0.06% | 990 | +1,158 | 4.86% | Q1 2026 | Apr 13, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 25,160 | 2,479 | 0.25% | 0.23% | 991 | +1,250 | 5.23% | Q1 2026 | May 12, 2026 |
| Keenan, LLC | History | Added to | 24,702 | 2,477 | 2.09% | 2.1% | 992 | +822 | 3.44% | Q1 2026 | Apr 22, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 24,838 | 2,465 | 2.24% | 2.3% | 993 | -460 | -1.82% | Q1 2026 | May 07, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 24,927 | 2,461 | 0.17% | — | 994 | +24,927 | New | Q1 2026 | Apr 16, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 24,786 | 2,460 | 2.47% | 2.6% | 995 | -993 | -3.85% | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | Added to | 24,610 | 2,443 | 1.22% | 1.22% | 996 | +37 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 24,533 | 2,435 | 0.17% | 0.08% | 997 | +12,270 | 100.06% | Q1 2026 | May 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 24,482 | 2,430 | 0.38% | 0.33% | 998 | +5,332 | 27.84% | Q1 2026 | Apr 09, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | Added to | 24,449 | 2,427 | 2.31% | 2.17% | 999 | +1,137 | 4.88% | Q1 2026 | May 27, 2026 |
| CIBC Asset Management Inc | History | Added to | 24,440 | 2,426 | 0.01% | 0.0% | 1000 | +6,465 | 35.97% | Q1 2026 | May 12, 2026 |
| Berger Financial Group, Inc | History | Reduced | 24,420 | 2,424 | 0.14% | 1.25% | 1001 | -191,910 | -88.71% | Q1 2026 | Apr 28, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 24,420 | 2,424 | 1.53% | 1.55% | 1002 | -168 | -0.68% | Q1 2026 | Apr 07, 2026 |
| PSI Advisors, LLC | History | Added to | 24,359 | 2,418 | 0.58% | 0.28% | 1003 | +13,327 | 120.8% | Q1 2026 | May 14, 2026 |
| Purpose Unlimited Inc. | History | Added to | 24,322 | 2,414 | 0.1% | 0.1% | 1004 | +1,651 | 7.28% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 24,270 | 2,403 | 0.55% | 0.37% | 1005 | -628 | -2.52% | Q1 2026 | Apr 14, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 24,150 | 2,397 | 0.25% | 0.21% | 1006 | +7,500 | 45.05% | Q1 2026 | May 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 24,142 | 2,396 | 2.38% | 2.41% | 1007 | -55 | -0.23% | Q1 2026 | Apr 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 24,092 | 2,391 | 0.07% | 0.02% | 1008 | +17,452 | 262.83% | Q1 2026 | May 04, 2026 |
| LongView Wealth Management | History | Added to | 23,953 | 2,390 | 0.6% | 0.58% | 1010 | +5 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Core Wealth Management, Inc. | History | No change | 24,077 | 2,390 | 0.73% | 0.75% | 1009 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| XML Financial, LLC | History | Reduced | 24,010 | 2,383 | 0.19% | 0.52% | 1011 | -39,495 | -62.19% | Q1 2026 | Apr 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 23,864 | 2,369 | 0.2% | 0.21% | 1012 | -728 | -2.96% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 23,807 | 2,363 | 0.01% | 0.01% | 1013 | -250 | -1.04% | Q1 2026 | May 05, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 23,728 | 2,355 | 0.31% | 0.17% | 1014 | +12,931 | 119.76% | Q1 2026 | Apr 08, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 23,703 | 2,352 | 0.27% | 0.23% | 1015 | +5,054 | 27.1% | Q1 2026 | May 08, 2026 |
| Sierra Capital LLC | History | Added to | 23,529 | 2,336 | 0.25% | 0.2% | 1016 | +4,942 | 26.59% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 23,541 | 2,336 | 0.86% | 0.85% | 1017 | +1,573 | 7.16% | Q1 2026 | Apr 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 23,269 | 2,309 | 0.1% | 0.09% | 1018 | +2,658 | 12.9% | Q1 2026 | Apr 21, 2026 |
| C2C Wealth Management, LLC | History | Added to | 23,255 | 2,308 | 1.95% | 1.95% | 1019 | +43 | 0.19% | Q1 2026 | Apr 20, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 23,193 | 2,302 | 0.04% | 0.04% | 1020 | +913 | 4.1% | Q1 2026 | May 11, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 23,168 | 2,299 | 1.22% | 1.26% | 1021 | +298 | 1.3% | Q1 2026 | Apr 24, 2026 |
| Miller Capital Partners, Inc. | History | Reduced | 23,145 | 2,297 | 1.1% | 1.18% | 1022 | -380 | -1.62% | Q1 2026 | May 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 23,028 | 2,286 | 0.16% | 0.12% | 1023 | +5,855 | 34.09% | Q1 2026 | Apr 29, 2026 |
| Vernal Point Advisors, LLC | History | Reduced | 23,009 | 2,284 | 0.93% | 1.17% | 1024 | -5,375 | -18.94% | Q1 2026 | May 14, 2026 |
| Auour Investments LLC | History | Added to | 22,889 | 2,272 | 0.71% | 0.7% | 1025 | +963 | 4.39% | Q1 2026 | Apr 20, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 22,853 | 2,268 | 0.75% | 1.14% | 1026 | +106 | 0.47% | Q1 2026 | Apr 20, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 22,836 | 2,266 | 0.18% | 0.13% | 1027 | +5,979 | 35.47% | Q1 2026 | May 13, 2026 |
| American Investment Services, Inc. | History | Added to | 22,794 | 2,262 | 0.5% | 0.47% | 1028 | +2,388 | 11.7% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 22,644 | 2,247 | 0.36% | 0.33% | 1029 | -2,049 | -8.3% | Q1 2026 | May 15, 2026 |
| Ballast, Inc. | History | Added to | 22,572 | 2,240 | 0.52% | 0.45% | 1030 | +3,184 | 16.42% | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 22,550 | 2,238 | 0.24% | 0.5% | 1031 | -23,341 | -50.86% | Q1 2026 | May 11, 2026 |
| Wilshire Advisors LLC | History | Reduced | 22,396 | 2,223 | 22.31% | 20.51% | 1032 | -1,446 | -6.06% | Q1 2026 | May 27, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 22,369 | 2,220 | 0.92% | 1.0% | 1033 | -1,882 | -7.76% | Q1 2026 | Apr 08, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 22,285 | 2,212 | 0.5% | 0.46% | 1034 | +1,747 | 8.51% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 22,235 | 2,207 | 0.17% | 0.04% | 1035 | +17,598 | 379.51% | Q1 2026 | Apr 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 22,186 | 2,202 | 0.47% | 0.46% | 1036 | +414 | 1.9% | Q1 2026 | May 05, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 22,065 | 2,190 | 0.04% | 0.04% | 1037 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 22,050 | 2,188 | 0.09% | 0.09% | 1038 | -1,079 | -4.67% | Q1 2026 | Apr 10, 2026 |
| Net Worth Advisory Group | History | Reduced | 22,021 | 2,186 | 0.45% | 0.45% | 1039 | -474 | -2.11% | Q1 2026 | May 05, 2026 |
| Chris Bulman Inc | History | Reduced | 21,922 | 2,176 | 0.95% | 1.14% | 1040 | -3,916 | -15.16% | Q1 2026 | Apr 13, 2026 |
| HRT FINANCIAL LP | History | New | 21,833 | 2,167 | 0.01% | — | 1041 | +21,833 | New | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Reduced | 21,769 | 2,161 | 0.1% | 0.1% | 1042 | -269 | -1.22% | Q1 2026 | May 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 21,873 | 2,157 | 0.06% | 0.05% | 1043 | +10,834 | 98.14% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 21,659 | 2,150 | 0.07% | 0.07% | 1044 | -661 | -2.96% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 21,541 | 2,138 | 0.3% | 0.38% | 1045 | -4,926 | -18.61% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 21,513 | 2,135 | 0.03% | 0.03% | 1046 | +217 | 1.02% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 21,469 | 2,131 | 0.05% | 0.04% | 1047 | +2,365 | 12.38% | Q1 2026 | May 15, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 21,439 | 2,128 | 0.36% | 0.37% | 1048 | -288 | -1.33% | Q1 2026 | Apr 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 21,430 | 2,127 | 0.07% | 0.07% | 1049 | -390 | -1.79% | Q1 2026 | May 07, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 21,329 | 2,117 | 0.3% | 0.27% | 1050 | +1,931 | 9.95% | Q1 2026 | May 07, 2026 |
| United Asset Strategies, Inc. | History | Added to | 21,247 | 2,109 | 0.17% | 0.16% | 1051 | +26 | 0.12% | Q1 2026 | Apr 29, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 21,131 | 2,097 | 1.02% | 1.03% | 1052 | +405 | 1.95% | Q1 2026 | May 05, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 21,027 | 2,087 | 0.46% | 0.49% | 1053 | -390 | -1.82% | Q1 2026 | May 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 20,960 | 2,080 | 0.03% | 0.03% | 1054 | -83 | -0.39% | Q1 2026 | Apr 21, 2026 |
| XTX Topco Ltd | History | Added to | 20,696 | 2,054 | 0.04% | 0.02% | 1056 | +12,080 | 140.2% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 20,693 | 2,054 | 0.15% | 0.15% | 1055 | -685 | -3.2% | Q1 2026 | Apr 23, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 20,622 | 2,047 | 1.14% | 1.09% | 1057 | -349 | -1.66% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,611 | 2,046 | 0.12% | 0.12% | 1058 | +451 | 2.24% | Q1 2026 | Apr 29, 2026 |
| Narus Financial Partners, LLC | History | Added to | 20,521 | 2,037 | 0.53% | 0.56% | 1059 | +281 | 1.39% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Management, Inc. | History | Added to | 20,485 | 2,033 | 0.7% | 0.69% | 1060 | +778 | 3.95% | Q1 2026 | Apr 22, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 20,421 | 2,027 | 1.83% | 1.17% | 1061 | +7,637 | 59.74% | Q1 2026 | May 20, 2026 |
| Iowa State Bank | History | Reduced | 20,394 | 2,024 | 0.37% | 0.47% | 1062 | -4,779 | -18.98% | Q1 2026 | Apr 15, 2026 |
| Bleakley Financial Group, LLC | History | New | 20,371 | 2,022 | 0.03% | — | 1063 | +20,371 | New | Q1 2026 | May 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 20,074 | 1,992 | 0.12% | 0.09% | 1064 | +4,366 | 27.79% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 20,062 | 1,991 | 0.06% | 0.01% | 1065 | +17,201 | 601.22% | Q1 2026 | Apr 22, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 20,051 | 1,990 | 7.17% | 2.67% | 1066 | +2,066 | 11.49% | Q1 2026 | Apr 21, 2026 |
| Diligent Investors, LLC | History | Added to | 20,010 | 1,986 | 0.49% | 0.48% | 1067 | +289 | 1.47% | Q1 2026 | Apr 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 18,606 | 1,961 | 0.3% | 0.29% | 1068 | -530 | -2.77% | Q1 2026 | Apr 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 19,648 | 1,950 | 0.13% | 0.1% | 1069 | +5,416 | 38.06% | Q1 2026 | Apr 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 19,594 | 1,945 | 0.1% | 0.1% | 1070 | +823 | 4.38% | Q1 2026 | Apr 15, 2026 |
| Aspen Wealth Management LLC | History | Added to | 19,587 | 1,944 | 0.39% | 0.04% | 1071 | +17,470 | 825.22% | Q1 2026 | Apr 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 19,523 | 1,932 | 0.13% | 0.13% | 1072 | +450 | 2.36% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 19,318 | 1,917 | 0.07% | 0.09% | 1073 | -5,179 | -21.14% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 18,956 | 1,892 | 0.03% | 0.03% | 1074 | +3,111 | 19.63% | Q1 2026 | Apr 20, 2026 |
| Empirical Asset Management, LLC | History | Added to | 24,200 | 1,887 | 0.5% | 0.47% | 1075 | +2,296 | 10.48% | Q1 2026 | May 11, 2026 |
| PUREfi Wealth, LLC | History | Added to | 18,991 | 1,885 | 1.23% | 0.97% | 1077 | +6,285 | 49.46% | Q1 2026 | Apr 28, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 18,992 | 1,885 | 0.66% | 0.64% | 1076 | -30 | -0.16% | Q1 2026 | Apr 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 18,851 | 1,871 | 0.06% | 0.05% | 1078 | +3,029 | 19.14% | Q1 2026 | May 11, 2026 |
| FSA Investment Group, LLC | History | Reduced | 18,848 | 1,871 | 0.75% | 1.18% | 1079 | -500 | -2.58% | Q1 2026 | Apr 21, 2026 |
| Security Financial Services, INC. | History | Reduced | 18,816 | 1,867 | 0.3% | 0.34% | 1080 | -3,141 | -14.31% | Q1 2026 | May 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 18,775 | 1,863 | 0.04% | 0.04% | 1081 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 18,712 | 1,857 | 0.11% | 0.13% | 1083 | -2,409 | -11.41% | Q1 2026 | May 12, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 18,713 | 1,857 | 0.05% | 0.06% | 1082 | -1,920 | -9.31% | Q1 2026 | May 07, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 18,663 | 1,852 | 0.36% | 0.37% | 1084 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Carrera Capital Advisors | History | Reduced | 18,439 | 1,830 | 0.28% | 0.31% | 1085 | -65 | -0.35% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 18,425 | 1,829 | 0.07% | 0.06% | 1086 | +2,648 | 16.78% | Q1 2026 | May 14, 2026 |
| Clarity Financial LLC | History | Reduced | 18,253 | 1,811 | 0.2% | 0.17% | 1087 | -686 | -3.62% | Q1 2026 | May 01, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 18,152 | 1,801 | 1.37% | 1.27% | 1088 | +546 | 3.1% | Q1 2026 | May 08, 2026 |
| RBA Wealth Management, LLC | History | Added to | 18,130 | 1,799 | 0.65% | 0.61% | 1089 | +71 | 0.39% | Q1 2026 | Apr 22, 2026 |
| Bowie Capital Management, LLC | History | Added to | 18,000 | 1,786 | 0.07% | 0.04% | 1090 | +8,000 | 80.0% | Q1 2026 | May 13, 2026 |
| Vawter Financial, Ltd. | History | Added to | 17,823 | 1,769 | 0.74% | 0.74% | 1091 | +190 | 1.08% | Q1 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | Added to | 17,849 | 1,767 | 0.36% | 0.3% | 1092 | +8,148 | 83.99% | Q1 2026 | May 11, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 17,792 | 1,766 | 0.3% | 0.29% | 1093 | -184 | -1.02% | Q1 2026 | May 12, 2026 |
| Olde Wealth Management, LLC | History | Added to | 17,712 | 1,758 | 0.56% | 0.22% | 1095 | +10,588 | 148.62% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 17,731 | 1,758 | 0.03% | 0.04% | 1094 | -66 | -0.37% | Q1 2026 | May 11, 2026 |
| DV Trading LLC | History | Added to | 17,640 | 1,751 | 0.04% | 0.03% | 1096 | +6,627 | 60.17% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 17,603 | 1,747 | 0.1% | 0.06% | 1097 | +6,623 | 60.32% | Q1 2026 | May 11, 2026 |
| Halter Ferguson Financial Inc. | History | No change | 17,563 | 1,743 | 0.38% | 0.39% | 1098 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wall Capital Group, Inc. | History | Added to | 17,527 | 1,739 | 1.86% | 1.66% | 1099 | +45 | 0.26% | Q1 2026 | Apr 20, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 17,437 | 1,730 | 0.33% | 0.32% | 1100 | +560 | 3.32% | Q1 2026 | Apr 09, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 17,389 | 1,726 | 1.09% | 1.09% | 1101 | +229 | 1.33% | Q1 2026 | Apr 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 17,229 | 1,710 | 0.21% | 0.2% | 1102 | +222 | 1.31% | Q1 2026 | May 05, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 17,183 | 1,705 | 0.82% | 0.83% | 1103 | -473 | -2.68% | Q1 2026 | Apr 15, 2026 |
| Horizons Wealth Management | History | Reduced | 17,094 | 1,696 | 1.11% | 1.12% | 1104 | -76 | -0.44% | Q1 2026 | Apr 02, 2026 |
| GatePass Capital, LLC | History | Reduced | 17,056 | 1,693 | 0.79% | 0.93% | 1106 | -969 | -5.38% | Q1 2026 | May 06, 2026 |
| October Effect Ltd | History | Added to | 17,060 | 1,693 | 1.95% | 1.85% | 1105 | +206 | 1.22% | Q1 2026 | Apr 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 16,951 | 1,682 | 0.33% | 0.4% | 1107 | -1,864 | -9.91% | Q1 2026 | May 15, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 16,836 | 1,671 | 0.21% | 0.19% | 1108 | +1,351 | 8.72% | Q1 2026 | May 14, 2026 |
| Bakala Capital LLC | History | Added to | 16,795 | 1,667 | 8.02% | 7.88% | 1109 | +107 | 0.64% | Q1 2026 | May 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 16,693 | 1,667 | 0.15% | 0.15% | 1110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 16,596 | 1,647 | 0.69% | 0.56% | 1112 | +3,119 | 23.14% | Q1 2026 | Apr 15, 2026 |
| Objective Capital Management, LLC | History | Added to | 16,598 | 1,647 | 1.66% | 1.52% | 1111 | +1,683 | 11.28% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,532 | 1,641 | 0.01% | 0.0% | 1113 | +5,415 | 48.71% | Q1 2026 | May 13, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 16,522 | 1,640 | 1.31% | 1.37% | 1114 | +8 | 0.05% | Q1 2026 | May 04, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 16,497 | 1,637 | 0.06% | 0.05% | 1115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 16,441 | 1,632 | 0.48% | 0.5% | 1116 | -646 | -3.78% | Q1 2026 | Apr 22, 2026 |
| BBR PARTNERS, LLC | History | Added to | 16,419 | 1,629 | 0.09% | 0.08% | 1117 | +1,684 | 11.43% | Q1 2026 | May 12, 2026 |
| Traveka Wealth, LLC | History | Added to | 16,249 | 1,613 | 0.62% | 0.46% | 1118 | +4,849 | 42.54% | Q1 2026 | Apr 22, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 16,220 | 1,610 | 0.16% | 0.16% | 1119 | -17 | -0.1% | Q1 2026 | Apr 15, 2026 |
| CPWA, LLC | History | New | 16,273 | 1,609 | 1.92% | — | 1121 | +16,273 | New | Q1 2026 | May 13, 2026 |
| Global View Capital Management LLC | History | Reduced | 16,218 | 1,609 | 0.43% | 0.33% | 1120 | -1,339 | -7.63% | Q1 2026 | May 04, 2026 |
| Sun Financial Inc | History | Added to | 16,275 | 1,605 | 0.8% | 0.9% | 1122 | +99 | 0.61% | Q1 2026 | May 15, 2026 |
| WAYCROSS PARTNERS, LLC | History | Reduced | 16,000 | 1,588 | 0.15% | 0.3% | 1124 | -21,110 | -56.88% | Q1 2026 | May 07, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 15,995 | 1,588 | 0.13% | 0.14% | 1123 | -250 | -1.54% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 15,993 | 1,587 | 0.02% | 0.02% | 1125 | +892 | 5.91% | Q1 2026 | Apr 17, 2026 |
| HighPoint Advisor Group LLC | History | New | 15,914 | 1,579 | 0.07% | — | 1126 | +15,914 | New | Q1 2026 | May 14, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 15,862 | 1,574 | 0.2% | 0.22% | 1127 | -400 | -2.46% | Q1 2026 | May 12, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 15,844 | 1,572 | 0.55% | 0.63% | 1128 | -2,937 | -15.64% | Q1 2026 | Apr 20, 2026 |
| Schiavi & Co LLC | History | Added to | 15,819 | 1,570 | 0.47% | 0.5% | 1129 | +236 | 1.51% | Q1 2026 | May 11, 2026 |
| Inscription Capital, LLC | History | Added to | 15,767 | 1,565 | 0.16% | 0.16% | 1130 | +406 | 2.64% | Q1 2026 | Apr 20, 2026 |
| Hayek Kallen Investment Management | History | New | 15,729 | 1,561 | 0.51% | — | 1132 | +15,729 | New | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 15,729 | 1,561 | 0.05% | 0.05% | 1131 | +627 | 4.15% | Q1 2026 | May 14, 2026 |
| Investure, LLC | History | Added to | 15,666 | 1,555 | 0.08% | 0.04% | 1133 | +8,321 | 113.29% | Q1 2026 | May 08, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 15,671 | 1,555 | 0.3% | 0.35% | 1134 | -1,317 | -7.75% | Q1 2026 | Apr 20, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 15,534 | 1,542 | 0.27% | 0.25% | 1135 | -2,307 | -12.93% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Reduced | 15,471 | 1,535 | 0.03% | 0.03% | 1136 | -4,489 | -22.49% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 15,434 | 1,531 | 0.19% | 0.19% | 1137 | +100 | 0.65% | Q1 2026 | Apr 07, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 15,085 | 1,506 | 0.2% | 0.2% | 1138 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Headlands Technologies LLC | History | Reduced | 15,085 | 1,497 | 0.17% | 0.2% | 1139 | -9,335 | -38.23% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 15,054 | 1,494 | 0.16% | 0.12% | 1140 | +5,950 | 65.36% | Q1 2026 | Apr 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 15,024 | 1,492 | 0.0% | — | 1141 | +15,024 | New | Q1 2026 | May 15, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 14,918 | 1,490 | 0.05% | 0.05% | 1142 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Emerald Investment Advisers, LLC | History | New | 14,943 | 1,483 | 0.13% | — | 1143 | +14,943 | New | Q1 2026 | May 11, 2026 |
| STOLZ & ASSOCIATES, PS | History | Reduced | 14,889 | 1,481 | 1.03% | 1.2% | 1144 | -695 | -4.46% | Q1 2026 | Apr 21, 2026 |
| Miller Financial Services LLC | History | Reduced | 14,900 | 1,479 | 1.62% | 1.76% | 1145 | -140 | -0.93% | Q1 2026 | May 01, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 14,819 | 1,475 | 0.42% | 0.24% | 1146 | +7,484 | 102.03% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 14,858 | 1,474 | 1.08% | 1.24% | 1147 | -2,084 | -12.3% | Q1 2026 | May 08, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 14,792 | 1,468 | 0.05% | 0.23% | 1148 | -68,007 | -82.14% | Q1 2026 | May 18, 2026 |
| May Hill Capital, LLC | History | Added to | 14,786 | 1,467 | 0.37% | 0.33% | 1149 | +2,385 | 19.23% | Q1 2026 | May 06, 2026 |
| Sepio Capital, LP | History | Reduced | 14,762 | 1,465 | 0.08% | 0.09% | 1150 | -2,208 | -13.01% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 14,700 | 1,459 | 0.01% | 0.01% | 1151 | +3,754 | 34.3% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 14,688 | 1,458 | 0.14% | 0.13% | 1152 | -115 | -0.78% | Q1 2026 | May 01, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 14,683 | 1,457 | 0.79% | 0.82% | 1153 | -181 | -1.22% | Q1 2026 | May 14, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 14,634 | 1,452 | 1.37% | 1.35% | 1154 | +625 | 4.46% | Q1 2026 | May 07, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 14,587 | 1,448 | 1.17% | 8.12% | 1155 | -86,644 | -85.59% | Q1 2026 | Apr 27, 2026 |
| Clarity Retirement & Wealth, LLC | History | Added to | 14,570 | 1,446 | 1.17% | 0.25% | 1156 | +11,742 | 415.21% | Q1 2026 | Apr 28, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 14,550 | 1,444 | 0.86% | 0.84% | 1157 | -369 | -2.47% | Q1 2026 | Apr 29, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 14,538 | 1,440 | 0.1% | 0.28% | 1158 | -24,480 | -62.74% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 14,389 | 1,428 | 0.03% | 0.03% | 1159 | -200 | -1.37% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Added to | 14,342 | 1,423 | 0.02% | 0.01% | 1160 | +5,804 | 67.98% | Q1 2026 | May 11, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 14,334 | 1,422 | 0.43% | 0.39% | 1161 | +1,697 | 13.43% | Q1 2026 | Apr 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 14,285 | 1,418 | 0.03% | 0.04% | 1162 | -3,389 | -19.18% | Q1 2026 | May 15, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 14,196 | 1,409 | 0.6% | 0.61% | 1163 | -166 | -1.16% | Q1 2026 | Apr 20, 2026 |
| Legacy PCG, LLC | History | Reduced | 14,152 | 1,404 | 7.54% | 5.91% | 1164 | -81,432 | -85.19% | Q1 2026 | May 15, 2026 |
| Alteri Wealth LLC | History | Added to | 14,057 | 1,395 | 0.45% | 0.36% | 1165 | +2,915 | 26.16% | Q1 2026 | May 06, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 13,973 | 1,387 | 1.22% | 1.22% | 1166 | +187 | 1.36% | Q1 2026 | May 04, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 13,970 | 1,386 | 0.41% | 0.23% | 1167 | +6,455 | 85.89% | Q1 2026 | May 04, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 13,965 | 1,386 | 0.99% | 0.98% | 1168 | -813 | -5.5% | Q1 2026 | Apr 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 13,920 | 1,381 | 0.08% | 0.06% | 1169 | +1,692 | 13.84% | Q1 2026 | May 14, 2026 |
| Private Wealth Group, LLC | History | No change | 13,886 | 1,378 | 0.64% | 0.66% | 1170 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 13,875 | 1,377 | 0.23% | 0.33% | 1171 | -5,813 | -29.53% | Q1 2026 | Apr 08, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 13,852 | 1,375 | 0.37% | 0.27% | 1172 | +3,893 | 39.09% | Q1 2026 | May 12, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 13,832 | 1,373 | 0.05% | 0.05% | 1173 | -117 | -0.84% | Q1 2026 | Apr 14, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 13,676 | 1,358 | 0.35% | 0.76% | 1175 | -18,830 | -57.93% | Q1 2026 | Apr 28, 2026 |
| Forza Wealth Management, LLC | History | Added to | 13,682 | 1,358 | 0.47% | 0.47% | 1174 | +735 | 5.68% | Q1 2026 | Apr 30, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 13,650 | 1,355 | 0.21% | 0.22% | 1176 | +103 | 0.76% | Q1 2026 | May 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 13,647 | 1,354 | 0.03% | 0.04% | 1177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 13,589 | 1,348 | 1.52% | 1.5% | 1178 | +26 | 0.19% | Q1 2026 | Apr 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 13,536 | 1,343 | 0.01% | 0.01% | 1179 | +1,610 | 13.5% | Q1 2026 | May 07, 2026 |
| Faithward Advisors, LLC | History | Added to | 13,513 | 1,341 | 0.19% | 0.17% | 1180 | +2,074 | 18.13% | Q1 2026 | Apr 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 13,496 | 1,339 | 0.18% | 0.19% | 1181 | -10 | -0.07% | Q1 2026 | Apr 13, 2026 |
| LAVELLE CAPITAL LP | History | New | 13,487 | 1,338 | 0.83% | — | 1183 | +13,487 | New | Q1 2026 | May 28, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 13,487 | 1,338 | 0.45% | 0.44% | 1182 | +204 | 1.54% | Q1 2026 | May 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 13,474 | 1,337 | 0.1% | — | 1184 | +13,474 | New | Q1 2026 | Apr 27, 2026 |
| Americana Partners, LLC | History | Added to | 13,465 | 1,336 | 0.03% | 0.04% | 1185 | +130 | 0.97% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 13,409 | 1,331 | 0.0% | 0.0% | 1186 | +3,660 | 37.54% | Q1 2026 | May 15, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 13,463 | 1,331 | 1.0% | 1.08% | 1187 | -62 | -0.46% | Q1 2026 | May 14, 2026 |
| ALTFEST L J & CO INC | History | Added to | 13,371 | 1,327 | 0.14% | 0.14% | 1188 | +282 | 2.15% | Q1 2026 | Apr 28, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 13,276 | 1,317 | 1.3% | 0.97% | 1189 | +3,177 | 31.46% | Q1 2026 | Apr 21, 2026 |
| Vident Advisory, LLC | History | New | 13,228 | 1,313 | 0.01% | — | 1190 | +13,228 | New | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 13,212 | 1,311 | 0.07% | 0.04% | 1191 | +8,347 | 171.57% | Q1 2026 | Apr 21, 2026 |
| Stokes Family Office, LLC | History | Reduced | 13,181 | 1,308 | 0.13% | 0.14% | 1192 | -1,877 | -12.47% | Q1 2026 | May 11, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 13,090 | 1,299 | 0.09% | — | 1193 | +13,090 | New | Q1 2026 | May 05, 2026 |
| Harvest Investment Services, LLC | History | New | 13,069 | 1,297 | 0.24% | — | 1194 | +13,069 | New | Q1 2026 | May 14, 2026 |
| CONWAY CAPITAL MANAGEMENT, INC. | History | No change | 13,044 | 1,294 | 0.61% | 0.55% | 1195 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ariadne Wealth Management, LP | History | No change | 12,998 | 1,290 | 0.58% | 0.54% | 1196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Worth Asset Management, LLC | History | Added to | 12,929 | 1,283 | 0.48% | 0.52% | 1197 | +711 | 5.82% | Q1 2026 | Apr 17, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 12,856 | 1,276 | 0.21% | 0.2% | 1198 | +992 | 8.36% | Q1 2026 | May 14, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 12,808 | 1,271 | 0.74% | 0.72% | 1199 | +648 | 5.33% | Q1 2026 | May 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 12,658 | 1,256 | 0.37% | 0.29% | 1200 | +3,168 | 33.38% | Q1 2026 | Apr 20, 2026 |
| Carr Financial Group Corp | History | Reduced | 12,619 | 1,252 | 0.33% | 0.46% | 1201 | -4,659 | -26.96% | Q1 2026 | May 12, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 12,595 | 1,250 | 0.61% | 0.58% | 1202 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 12,570 | 1,247 | 0.14% | 0.13% | 1203 | +844 | 7.2% | Q1 2026 | Apr 16, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 12,596 | 1,246 | 0.71% | 0.93% | 1204 | -1,490 | -10.58% | Q1 2026 | Apr 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 12,540 | 1,244 | 0.28% | 0.22% | 1205 | +3,140 | 33.4% | Q1 2026 | Apr 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 12,471 | 1,237 | 0.0% | 0.01% | 1206 | -25,494 | -67.15% | Q1 2026 | May 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 12,462 | 1,237 | 0.56% | 0.53% | 1207 | +375 | 3.1% | Q1 2026 | May 12, 2026 |
| Presidio Capital Management, LLC | History | Added to | 12,423 | 1,233 | 0.36% | 0.34% | 1208 | +941 | 8.2% | Q1 2026 | Apr 08, 2026 |
| MFA Wealth Services | History | Reduced | 12,392 | 1,230 | 0.81% | 0.84% | 1209 | -16 | -0.13% | Q1 2026 | Apr 21, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Reduced | 12,389 | 1,229 | 0.21% | 0.28% | 1210 | -5,114 | -29.22% | Q1 2026 | Apr 13, 2026 |
| Realta Investment Advisors | History | Added to | 12,390 | 1,229 | 0.43% | 0.39% | 1212 | +346 | 2.87% | Q1 2026 | Apr 22, 2026 |
| AFFINITY INVESTMENT ADVISORS, LLC | History | No change | 12,390 | 1,229 | 0.77% | 0.82% | 1211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 12,336 | 1,224 | 0.38% | 0.38% | 1213 | -53 | -0.43% | Q1 2026 | May 11, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 12,325 | 1,223 | 0.09% | 0.06% | 1214 | +648 | 5.55% | Q1 2026 | May 11, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 12,235 | 1,214 | 0.01% | 0.01% | 1215 | +54 | 0.44% | Q1 2026 | Apr 22, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 12,200 | 1,211 | 0.08% | 0.06% | 1216 | +3,189 | 35.39% | Q1 2026 | May 07, 2026 |
| MONEYWISE, INC. | History | Added to | 12,120 | 1,203 | 0.53% | 0.33% | 1217 | +4,115 | 51.41% | Q1 2026 | Apr 27, 2026 |
| Procyon Advisors, LLC | History | Added to | 12,085 | 1,199 | 0.06% | 0.06% | 1218 | +839 | 7.46% | Q1 2026 | May 04, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 12,046 | 1,195 | 0.16% | 0.15% | 1219 | +278 | 2.36% | Q1 2026 | Apr 27, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Reduced | 12,000 | 1,191 | 0.6% | 0.63% | 1220 | -800 | -6.25% | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 11,964 | 1,187 | 0.09% | 0.49% | 1221 | -51,974 | -81.29% | Q1 2026 | Apr 22, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 11,949 | 1,186 | 0.55% | 0.55% | 1222 | +69 | 0.58% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,913 | 1,183 | 0.03% | 0.04% | 1223 | -176 | -1.46% | Q1 2026 | Apr 21, 2026 |
| Balefire, LLC | History | Reduced | 11,880 | 1,179 | 0.22% | 0.54% | 1224 | -15,722 | -56.96% | Q1 2026 | May 07, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 11,872 | 1,178 | 0.18% | 0.22% | 1225 | -2,522 | -17.52% | Q1 2026 | Apr 24, 2026 |
| INGALLS & SNYDER LLC | History | No change | 11,834 | 1,175 | 0.04% | 0.04% | 1226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 11,842 | 1,175 | 0.05% | 0.05% | 1227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| King Wealth Management Group | History | Reduced | 11,778 | 1,169 | 0.15% | 0.14% | 1228 | -268 | -2.22% | Q1 2026 | May 04, 2026 |
| Hopwood Nicholas Hunter | History | Reduced | 11,771 | 1,168 | 0.37% | 1.03% | 1229 | -19,934 | -62.87% | Q1 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 11,751 | 1,166 | 0.09% | 0.08% | 1230 | +1,134 | 10.68% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 11,733 | 1,164 | 0.02% | — | 1231 | +11,733 | New | Q1 2026 | May 13, 2026 |
| HORAN Wealth, LLC | History | New | 11,578 | 1,156 | 0.11% | — | 1232 | +11,578 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 11,639 | 1,155 | 0.08% | 0.08% | 1233 | +51 | 0.44% | Q1 2026 | Apr 21, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 11,615 | 1,153 | 0.02% | 0.03% | 1234 | -319 | -2.67% | Q1 2026 | Apr 07, 2026 |
| Well Done, LLC | History | New | 11,605 | 1,152 | 0.17% | — | 1236 | +11,605 | New | Q1 2026 | Apr 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 11,607 | 1,152 | 0.22% | 0.28% | 1235 | -2,340 | -16.78% | Q1 2026 | May 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 11,603 | 1,151 | 0.31% | 0.15% | 1237 | +8,086 | 229.91% | Q1 2026 | Apr 08, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 11,558 | 1,149 | 0.13% | 0.17% | 1238 | -549 | -4.53% | Q1 2026 | May 12, 2026 |
| Avondale Wealth Management | History | Added to | 11,568 | 1,148 | 0.56% | 0.59% | 1239 | +4 | 0.03% | Q1 2026 | Apr 14, 2026 |
| Keebeck Wealth Management | History | Reduced | 11,559 | 1,147 | 0.13% | 0.18% | 1240 | -3,923 | -25.34% | Q1 2026 | May 14, 2026 |
| City Center Advisors, LLC | History | Added to | 11,546 | 1,146 | 1.06% | 0.7% | 1241 | +3,936 | 51.72% | Q1 2026 | Apr 07, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 11,524 | 1,143 | 0.11% | 0.05% | 1242 | +6,929 | 150.79% | Q1 2026 | May 15, 2026 |
| WealthNavi Inc. | History | Added to | 11,513,352 | 1,142 | 9.9% | 9.85% | 1243 | +354,238 | 3.17% | Q1 2026 | Apr 21, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 11,429 | 1,134 | 1.01% | 0.7% | 1244 | +2,844 | 33.13% | Q1 2026 | May 12, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 11,414 | 1,133 | 0.68% | 0.66% | 1245 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Factor Wealth Management LTD | History | Reduced | 11,280 | 1,119 | 0.21% | 0.37% | 1247 | -5,874 | -34.24% | Q1 2026 | Apr 20, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 11,279 | 1,119 | 0.09% | 0.09% | 1246 | -50 | -0.44% | Q1 2026 | Apr 21, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 11,234 | 1,115 | 0.22% | 2.09% | 1248 | -96,787 | -89.6% | Q1 2026 | May 12, 2026 |
| Abundance Wealth Counselors | History | Added to | 11,224 | 1,114 | 0.16% | 0.19% | 1249 | +120 | 1.08% | Q1 2026 | Apr 22, 2026 |
| Argent Trust Co | History | Added to | 11,183 | 1,110 | 0.04% | 0.03% | 1250 | +3,737 | 50.19% | Q1 2026 | May 13, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 11,147 | 1,106 | 0.21% | 0.21% | 1251 | -184 | -1.62% | Q1 2026 | Apr 22, 2026 |
| Red Tortoise LLC | History | Added to | 11,143 | 1,106 | 0.46% | 0.47% | 1252 | +71 | 0.64% | Q1 2026 | Apr 21, 2026 |
| Brookmont Capital Management | History | Added to | 11,135 | 1,105 | 0.62% | 0.6% | 1253 | +781 | 7.54% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 11,130 | 1,104 | 0.08% | 0.07% | 1254 | +2,561 | 29.89% | Q1 2026 | Apr 30, 2026 |
| V2 Financial group LLC | History | Reduced | 11,082 | 1,100 | 0.51% | 0.56% | 1255 | -292 | -2.57% | Q1 2026 | May 04, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 11,069 | 1,098 | 0.96% | 0.93% | 1256 | -7 | -0.06% | Q1 2026 | May 01, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 11,040 | 1,095 | 0.1% | 0.11% | 1257 | -485 | -4.21% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 10,863 | 1,078 | 0.94% | 1.06% | 1258 | -989 | -8.34% | Q1 2026 | May 06, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 10,820 | 1,074 | 0.12% | 0.12% | 1259 | +76 | 0.71% | Q1 2026 | May 11, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 10,807 | 1,072 | 0.28% | 0.41% | 1260 | -5,296 | -32.89% | Q1 2026 | Apr 08, 2026 |
| S Harris Financial Group, LLC | History | Added to | 10,757 | 1,067 | 0.97% | 0.97% | 1261 | +638 | 6.3% | Q1 2026 | Apr 21, 2026 |
| Summit Financial Consulting LLC | History | Added to | 10,728 | 1,065 | 0.76% | 0.75% | 1262 | +418 | 4.05% | Q1 2026 | Apr 10, 2026 |
| Invariant Investment Management | History | Added to | 10,680 | 1,062 | 0.65% | 0.39% | 1263 | +4,631 | 76.56% | Q1 2026 | Apr 13, 2026 |
| TSFG, LLC | History | Added to | 10,659 | 1,058 | 0.16% | 0.16% | 1264 | +6 | 0.06% | Q1 2026 | Apr 27, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 10,646 | 1,056 | 0.19% | 0.17% | 1265 | +107 | 1.02% | Q1 2026 | Apr 29, 2026 |
| Lee Financial Co | History | Added to | 10,578 | 1,050 | 0.15% | 0.1% | 1266 | +3,167 | 42.73% | Q1 2026 | Apr 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 10,562 | 1,048 | 0.02% | 0.02% | 1267 | +2,399 | 29.39% | Q1 2026 | May 01, 2026 |
| E-Wealth Partners, LLC | History | Added to | 10,513 | 1,043 | 0.84% | 0.8% | 1269 | +958 | 10.03% | Q1 2026 | Jun 11, 2026 |
| Kampmann Melissa S. | History | No change | 10,508 | 1,043 | 0.84% | 0.78% | 1268 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 10,475 | 1,039 | 0.17% | 0.17% | 1270 | +1,295 | 14.11% | Q1 2026 | Apr 30, 2026 |
| Leo Wealth, LLC | History | Added to | 10,466 | 1,038 | 0.08% | 0.08% | 1271 | +71 | 0.68% | Q1 2026 | May 05, 2026 |
| EJMK Ventures LLC | History | Reduced | 10,429 | 1,035 | 0.58% | 1.33% | 1273 | -11,218 | -51.82% | Q1 2026 | Apr 24, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 10,430 | 1,035 | 0.49% | 0.42% | 1272 | +1,689 | 19.32% | Q1 2026 | May 12, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 10,406 | 1,033 | 0.18% | 0.18% | 1274 | +180 | 1.76% | Q1 2026 | May 12, 2026 |
| BTC Capital Management, Inc. | History | No change | 10,340 | 1,026 | 0.07% | 0.07% | 1275 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 10,321 | 1,024 | 0.37% | 0.36% | 1276 | -16 | -0.15% | Q1 2026 | Apr 30, 2026 |
| Rede Wealth, LLC | History | Reduced | 10,276 | 1,020 | 0.37% | 0.49% | 1277 | -3,708 | -26.52% | Q1 2026 | Apr 10, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 10,239 | 1,016 | 0.43% | 0.41% | 1278 | +65 | 0.64% | Q1 2026 | Apr 22, 2026 |
| Stratos Investment Management, LLC | History | Added to | 10,172 | 1,009 | 0.04% | 0.04% | 1279 | +99 | 0.98% | Q1 2026 | Apr 28, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 10,146 | 1,007 | 0.29% | 0.26% | 1280 | +549 | 5.72% | Q1 2026 | Apr 16, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 10,134 | 1,006 | 0.24% | 0.24% | 1281 | -820 | -7.49% | Q1 2026 | Apr 20, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 10,129 | 1,005 | 0.29% | — | 1283 | +10,129 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 10,129 | 1,005 | 0.29% | 0.37% | 1282 | -1,790 | -15.02% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 10,111 | 1,003 | 0.5% | 0.22% | 1284 | +5,524 | 120.43% | Q1 2026 | May 07, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 10,052 | 997 | 0.17% | 0.12% | 1286 | +2,962 | 41.78% | Q1 2026 | Apr 17, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 10,050 | 997 | 0.11% | 0.1% | 1285 | +21 | 0.21% | Q1 2026 | May 07, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 10,019 | 994 | 0.04% | 0.05% | 1287 | -968 | -8.81% | Q1 2026 | Apr 30, 2026 |
| Avion Wealth | History | Reduced | 10,006 | 993 | 0.21% | 0.21% | 1288 | -177 | -1.74% | Q1 2026 | May 01, 2026 |
| Sandhill Capital Partners LLC | History | New | 9,992 | 991 | 0.09% | — | 1289 | +9,992 | New | Q1 2026 | May 14, 2026 |
| TME FINANCIAL, INC. | History | Added to | 9,955 | 988 | 0.68% | 0.68% | 1290 | +232 | 2.39% | Q1 2026 | May 12, 2026 |
| PAX Financial Group, LLC | History | Added to | 9,886 | 981 | 0.17% | 0.11% | 1291 | +3,318 | 50.52% | Q1 2026 | Apr 27, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 9,865 | 979 | 0.12% | 0.21% | 1292 | -6,603 | -40.1% | Q1 2026 | May 04, 2026 |
| Ethos Financial Group, LLC | History | Added to | 9,874 | 979 | 0.07% | 0.06% | 1293 | +2,269 | 29.84% | Q1 2026 | May 05, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 9,869 | 979 | 0.49% | 0.5% | 1294 | -27 | -0.27% | Q1 2026 | Apr 16, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 9,861 | 978 | 0.2% | 0.21% | 1295 | -235 | -2.33% | Q1 2026 | Apr 23, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 9,843 | 977 | 0.03% | 0.03% | 1296 | +743 | 8.16% | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 9,829 | 975 | 0.02% | 0.02% | 1297 | -450 | -4.38% | Q1 2026 | Apr 15, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 9,806 | 973 | 0.53% | 0.48% | 1298 | +1,389 | 16.5% | Q1 2026 | Apr 21, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 9,767 | 969 | 0.17% | 0.19% | 1299 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 9,746 | 967 | 0.63% | 0.6% | 1300 | +348 | 3.7% | Q1 2026 | May 06, 2026 |
| Fermata Advisors, LLC | History | Reduced | 9,689 | 961 | 0.22% | 0.29% | 1301 | -2,301 | -19.19% | Q1 2026 | Apr 08, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 9,601 | 953 | 0.38% | 0.39% | 1302 | -402 | -4.02% | Q1 2026 | May 11, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 9,526 | 945 | 0.49% | 0.42% | 1303 | +1,308 | 15.92% | Q1 2026 | May 13, 2026 |
| 1015 Capital Partners, LLC | History | No change | 9,528 | 945 | 0.92% | 0.93% | 1304 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bravera Wealth | History | New | 9,518 | 944 | 0.43% | — | 1305 | +9,518 | New | Q1 2026 | Apr 22, 2026 |
| M1 Capital Management LLC | History | Added to | 9,478 | 940 | 0.43% | 0.36% | 1306 | +884 | 10.29% | Q1 2026 | May 08, 2026 |
| Tolleson Wealth Management, Inc. | History | Added to | 9,462 | 939 | 0.14% | 0.13% | 1307 | +254 | 2.76% | Q1 2026 | Jul 28, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 9,440 | 937 | 0.44% | 0.42% | 1308 | +564 | 6.35% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,441 | 937 | 0.03% | 0.03% | 1310 | -489 | -4.92% | Q1 2026 | Apr 07, 2026 |
| Addison Advisors LLC | History | Added to | 9,448 | 937 | 0.21% | 0.21% | 1309 | +49 | 0.52% | Q1 2026 | May 08, 2026 |
| VestGen Investment Management | History | Reduced | 9,434 | 936 | 0.52% | 0.7% | 1311 | -3,142 | -24.98% | Q1 2026 | May 12, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 9,436 | 936 | 0.98% | 0.88% | 1312 | +779 | 9.0% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 9,398 | 933 | 0.03% | 0.03% | 1313 | -155 | -1.62% | Q1 2026 | May 14, 2026 |
| Five Oceans Advisors | History | Reduced | 9,375 | 930 | 0.34% | 0.36% | 1314 | -813 | -7.98% | Q1 2026 | Apr 07, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 9,372 | 930 | 0.76% | 0.53% | 1315 | +579 | 6.58% | Q1 2026 | May 11, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 9,340 | 927 | 0.8% | 0.79% | 1316 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clearwave Capital, LLC | History | Reduced | 9,316 | 924 | 0.63% | 0.69% | 1317 | -39 | -0.42% | Q1 2026 | Apr 29, 2026 |
| Investment Advisory Group, LLC | History | Added to | 9,304 | 923 | 0.23% | 0.24% | 1318 | +110 | 1.2% | Q1 2026 | Apr 22, 2026 |
| Weil Company, Inc. | History | Reduced | 9,297 | 922 | 0.21% | 0.3% | 1319 | -3,878 | -29.43% | Q1 2026 | Apr 15, 2026 |
| BRIGHTON JONES LLC | History | New | 9,233 | 916 | 0.02% | — | 1320 | +9,233 | New | Q1 2026 | Aug 06, 2026 |
| AGF MANAGEMENT LTD | History | No change | 9,200 | 913 | 0.0% | 0.0% | 1321 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 9,173 | 910 | 0.08% | 0.07% | 1322 | +246 | 2.76% | Q1 2026 | May 05, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 9,162 | 909 | 0.49% | 0.46% | 1323 | +641 | 7.52% | Q1 2026 | Apr 20, 2026 |
| Rinkey Investments | History | Reduced | 9,068 | 900 | 0.23% | 0.25% | 1324 | -883 | -8.87% | Q1 2026 | May 11, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 9,051 | 898 | 0.37% | 0.39% | 1325 | -445 | -4.69% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 9,026 | 896 | 0.02% | 0.02% | 1326 | -1,801 | -16.63% | Q1 2026 | May 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 9,001 | 893 | 0.16% | 0.09% | 1327 | +4,476 | 98.92% | Q1 2026 | Apr 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 8,986 | 892 | 0.16% | 0.14% | 1328 | +65 | 0.73% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 8,937 | 892 | 0.16% | 0.16% | 1329 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Optivise Advisory Services LLC | History | Added to | 8,937 | 887 | 0.54% | 0.47% | 1330 | +686 | 8.31% | Q1 2026 | Apr 15, 2026 |
| Finley Financial, LLC | History | No change | 8,910 | 884 | 0.41% | 0.41% | 1331 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Orin Green Financial, LLC | History | Added to | 8,889 | 882 | 0.36% | 0.3% | 1332 | +1,382 | 18.41% | Q1 2026 | Apr 29, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 8,870 | 880 | 0.0% | 0.0% | 1333 | -6,900 | -43.75% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL PLC | History | Added to | 8,860 | 879 | 0.01% | 0.0% | 1334 | +6,860 | 343.0% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 8,840 | 875 | 0.13% | 0.13% | 1335 | +272 | 3.17% | Q1 2026 | May 07, 2026 |
| Vested Financial Planning, LLC | History | Added to | 8,806 | 874 | 0.67% | 0.67% | 1336 | +155 | 1.79% | Q1 2026 | Apr 16, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 8,801 | 873 | 0.14% | 0.14% | 1337 | -242 | -2.68% | Q1 2026 | May 28, 2026 |
| Cane Capital Partners, LLC | History | Reduced | 8,779 | 871 | 0.38% | 0.36% | 1338 | -357 | -3.91% | Q1 2026 | Apr 24, 2026 |
| Latitude Advisors, LLC | History | Added to | 8,768 | 870 | 0.4% | 0.34% | 1339 | +1,028 | 13.28% | Q1 2026 | Apr 27, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 8,761 | 869 | 0.03% | 0.05% | 1340 | -8,516 | -49.29% | Q1 2026 | May 11, 2026 |
| Successful Portfolios LLC | History | Added to | 8,768 | 869 | 0.48% | 0.37% | 1341 | +1,544 | 21.37% | Q1 2026 | Apr 13, 2026 |
| Integrity Wealth Partners, LLC | History | New | 8,637 | 857 | 0.77% | — | 1342 | +8,637 | New | Q1 2026 | Apr 27, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 8,609 | 854 | 0.33% | 0.21% | 1343 | +54 | 0.63% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 8,599 | 853 | 0.05% | 0.06% | 1344 | -413 | -4.58% | Q1 2026 | May 15, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 8,592 | 852 | 0.52% | 0.6% | 1345 | -874 | -9.23% | Q1 2026 | Apr 21, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 8,526 | 846 | 0.03% | 0.1% | 1346 | -18,074 | -67.95% | Q1 2026 | Apr 16, 2026 |
| Dala Group, LLC | History | Added to | 8,522 | 846 | 0.71% | 0.73% | 1347 | +117 | 1.39% | Q1 2026 | Jun 01, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 8,508 | 844 | 0.11% | 0.14% | 1348 | -2,169 | -20.31% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 8,521 | 843 | 0.04% | 0.05% | 1349 | -2,067 | -19.52% | Q1 2026 | Apr 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 8,459 | 839 | 0.38% | 0.31% | 1350 | +1,132 | 15.45% | Q1 2026 | Apr 28, 2026 |
| CVFG LLC | History | New | 8,400 | 833 | 0.1% | — | 1351 | +8,400 | New | Q1 2026 | Apr 29, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 8,382 | 832 | 0.08% | 0.08% | 1352 | +313 | 3.88% | Q1 2026 | Apr 27, 2026 |
| Guardian Partners Inc. | History | Added to | 8,353 | 830 | 0.07% | 0.06% | 1353 | +932 | 12.56% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 8,333 | 827 | 0.32% | 0.33% | 1354 | -518 | -5.85% | Q1 2026 | Apr 24, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 8,318 | 825 | 0.05% | 0.06% | 1355 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Prairiewood Capital, LLC | History | Added to | 8,203 | 814 | 0.24% | 0.24% | 1356 | +467 | 6.04% | Q1 2026 | Apr 16, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 8,164 | 810 | 0.33% | 0.32% | 1357 | -12 | -0.15% | Q1 2026 | May 07, 2026 |
| ALONGSIDE, LLC | History | No change | 8,117 | 810 | 0.27% | 0.27% | 1358 | 0 | 0.0% | Q4 2025 | Jul 09, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Reduced | 8,120 | 806 | 0.58% | 0.74% | 1359 | -1,758 | -17.8% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 8,115 | 805 | 0.13% | 0.19% | 1360 | -3,626 | -30.88% | Q1 2026 | Apr 22, 2026 |
| Evergreen Advisors, LLC | History | No change | 8,101 | 804 | 0.19% | 0.2% | 1361 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 8,073 | 801 | 0.08% | 0.05% | 1362 | +2,129 | 35.82% | Q1 2026 | May 11, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 8,057 | 799 | 0.74% | 0.74% | 1363 | +106 | 1.33% | Q1 2026 | Apr 24, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 8,047 | 798 | 0.46% | 0.41% | 1365 | +972 | 13.74% | Q1 2026 | Apr 10, 2026 |
| Rock Point Advisors, LLC | History | No change | 8,046 | 798 | 0.22% | 0.2% | 1364 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 7,977 | 791 | 0.42% | 0.21% | 1367 | +4,261 | 114.67% | Q1 2026 | May 13, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 7,971 | 791 | 0.25% | 0.25% | 1366 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 7,966 | 790 | 0.06% | 0.08% | 1368 | -1,315 | -14.17% | Q1 2026 | Apr 13, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 7,929 | 787 | 0.23% | 0.22% | 1369 | +207 | 2.68% | Q1 2026 | Apr 22, 2026 |
| NWK Group, Inc. | History | Reduced | 7,914 | 785 | 0.3% | 0.27% | 1370 | -9 | -0.11% | Q1 2026 | May 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 7,905 | 784 | 0.23% | 0.23% | 1371 | +109 | 1.4% | Q1 2026 | Apr 30, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 7,903 | 784 | 0.22% | 0.22% | 1372 | +4 | 0.05% | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 7,867 | 781 | 0.18% | 0.26% | 1373 | -2,763 | -25.99% | Q1 2026 | May 06, 2026 |
| BWM Planning, LLC | History | No change | 7,845 | 778 | 0.21% | 0.21% | 1374 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bayshore Capital Advisors, LLC | History | Added to | 7,827 | 776 | 0.33% | 0.36% | 1375 | +693 | 9.71% | Q1 2026 | Apr 14, 2026 |
| Coastline Complete Wealth LLC | History | New | 7,755 | 769 | 0.48% | — | 1378 | +7,755 | New | Q1 2026 | May 22, 2026 |
| Veracity Capital LLC | History | Added to | 7,755 | 769 | 0.27% | 0.22% | 1377 | +352 | 4.75% | Q1 2026 | Apr 09, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Added to | 7,752 | 769 | 0.4% | 0.39% | 1376 | +211 | 2.8% | Q1 2026 | Apr 27, 2026 |
| Fiera Capital Corp | History | Reduced | 7,722 | 766 | 0.0% | 0.0% | 1379 | -2,041 | -20.91% | Q1 2026 | May 12, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 7,688 | 763 | 0.68% | 1.01% | 1380 | +841 | 12.28% | Q1 2026 | May 11, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 7,662 | 760 | 0.21% | 0.24% | 1381 | -870 | -10.2% | Q1 2026 | Apr 08, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 83,872 | 758 | 0.24% | 0.23% | 1382 | +557 | 0.67% | Q1 2026 | May 08, 2026 |
| Winter & Associates, Inc. | History | Reduced | 7,637 | 756 | 0.66% | 0.81% | 1384 | -1,100 | -12.59% | Q1 2026 | Apr 08, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 7,617 | 756 | 0.7% | 0.69% | 1383 | +49 | 0.65% | Q1 2026 | May 06, 2026 |
| CPR Investments Inc. | History | Reduced | 7,581 | 752 | 0.5% | 3.61% | 1385 | -46,353 | -85.94% | Q1 2026 | Apr 16, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 7,521 | 751 | 0.64% | 0.64% | 1386 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 7,556 | 750 | 0.15% | 0.16% | 1388 | -368 | -4.64% | Q1 2026 | Apr 20, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Added to | 7,561 | 750 | 0.58% | 0.59% | 1387 | +62 | 0.83% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 7,531 | 747 | 0.1% | 0.11% | 1389 | -304 | -3.88% | Q1 2026 | Apr 24, 2026 |
| Gallagher Capital Advisors, LLC | History | New | 7,524 | 746 | 0.5% | — | 1390 | +7,524 | New | Q1 2026 | May 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 7,497 | 744 | 0.03% | 0.03% | 1391 | -61 | -0.81% | Q1 2026 | May 06, 2026 |
| HFG Wealth Management, LLC | History | Added to | 7,485 | 743 | 0.41% | 0.41% | 1392 | +87 | 1.18% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Added to | 7,475 | 742 | 0.15% | 0.12% | 1393 | +2,035 | 37.41% | Q1 2026 | May 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 7,444 | 738 | 0.03% | 0.04% | 1394 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 7,422 | 737 | 0.52% | 0.94% | 1395 | +476 | 6.85% | Q1 2026 | Jul 01, 2026 |
| Pearl Planning LLC | History | Reduced | 7,427 | 737 | 0.39% | 0.46% | 1396 | -177 | -2.33% | Q1 2026 | Apr 30, 2026 |
| Farrow Financial, Inc. | History | Added to | 7,416 | 736 | 0.42% | 0.42% | 1397 | +168 | 2.32% | Q1 2026 | May 01, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 7,316 | 728 | 0.53% | 1.62% | 1398 | -14,392 | -66.3% | Q1 2026 | May 12, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 7,296 | 724 | 0.29% | 0.27% | 1399 | +654 | 9.85% | Q1 2026 | May 11, 2026 |
| Nordwand Advisors, LLC | History | Added to | 7,253 | 720 | 0.13% | 0.13% | 1400 | +27 | 0.37% | Q1 2026 | May 07, 2026 |
| Farmers National Bank | History | Reduced | 7,137 | 708 | 0.16% | 0.16% | 1401 | -118 | -1.63% | Q1 2026 | Jun 08, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 7,102 | 705 | 0.41% | 0.4% | 1403 | +511 | 7.75% | Q1 2026 | Apr 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 7,105 | 705 | 0.09% | 0.09% | 1402 | -284 | -3.84% | Q1 2026 | Apr 23, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 7,077 | 703 | 0.15% | 0.15% | 1404 | -113 | -1.57% | Q1 2026 | May 04, 2026 |
| Finward Bancorp | History | Reduced | 7,077 | 702 | 0.56% | 0.55% | 1405 | -55 | -0.77% | Q1 2026 | Apr 10, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 7,066 | 701 | 0.61% | 0.59% | 1406 | -28 | -0.39% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 7,055 | 700 | 0.15% | 0.19% | 1408 | -1,788 | -20.22% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 7,054 | 700 | 0.09% | 0.17% | 1407 | -962 | -12.0% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 7,044 | 699 | 0.03% | 0.06% | 1410 | -10,338 | -59.48% | Q1 2026 | May 12, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 7,049 | 699 | 0.16% | 0.14% | 1409 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Summa Corp. | History | No change | 7,050 | 699 | 0.29% | 0.3% | 1411 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 7,012 | 696 | 0.24% | 0.22% | 1412 | +836 | 13.54% | Q1 2026 | Apr 08, 2026 |
| ARWA LLC | History | Added to | 6,905 | 686 | 0.34% | 0.32% | 1413 | +1,494 | 27.61% | Q1 2026 | Apr 13, 2026 |
| Unify Financial Advisors | History | No change | 6,900 | 684 | 0.71% | 0.72% | 1414 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 6,818 | 676 | 0.28% | 0.23% | 1415 | +1,518 | 28.64% | Q1 2026 | May 06, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 6,784 | 673 | 0.31% | 0.29% | 1416 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 6,759 | 672 | 0.2% | 5.85% | 1419 | -193,554 | -96.63% | Q1 2026 | May 07, 2026 |
| Jacobi Capital Management LLC | History | Added to | 6,776 | 672 | 0.04% | 0.04% | 1417 | +120 | 1.8% | Q1 2026 | May 13, 2026 |
| Planned Solutions, Inc. | History | Added to | 6,779 | 672 | 0.22% | 0.22% | 1418 | +29 | 0.43% | Q1 2026 | Apr 09, 2026 |
| Dentgroup LLC | History | No change | 6,695 | 668 | 0.46% | 0.46% | 1420 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 6,688 | 666 | 0.4% | 0.34% | 1421 | +1,228 | 22.49% | Q1 2026 | Apr 23, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 6,694 | 664 | 0.07% | — | 1423 | +6,694 | New | Q1 2026 | Apr 29, 2026 |
| Redwood Investment Management, LLC | History | Added to | 6,686 | 664 | 0.08% | 0.07% | 1422 | +439 | 7.03% | Q1 2026 | Jun 23, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 6,669 | 662 | 0.44% | 0.44% | 1424 | -156 | -2.29% | Q1 2026 | Apr 21, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 6,650 | 660 | 0.2% | 0.2% | 1425 | +35 | 0.53% | Q1 2026 | Apr 21, 2026 |
| Heritage Trust Co | History | Added to | 6,640 | 659 | 0.07% | 0.07% | 1426 | +200 | 3.11% | Q1 2026 | May 13, 2026 |
| Vigilare Wealth Management | History | Reduced | 6,621 | 657 | 0.22% | 0.22% | 1427 | -6 | -0.09% | Q1 2026 | Apr 01, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 6,603 | 655 | 0.11% | — | 1428 | +6,603 | New | Q1 2026 | May 11, 2026 |
| Transcendent Capital Group LLC | History | Added to | 6,568 | 652 | 0.3% | 0.12% | 1429 | +3,926 | 148.6% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 6,545 | 649 | 0.09% | 0.06% | 1430 | +2,206 | 50.84% | Q1 2026 | May 15, 2026 |
| Y.D. More Investments Ltd | History | Added to | 6,545 | 648 | 0.03% | 0.03% | 1432 | +1,000 | 18.03% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 6,537 | 648 | 0.01% | 0.01% | 1431 | -189 | -2.81% | Q1 2026 | Apr 07, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 6,521 | 647 | 0.1% | 0.13% | 1433 | -2,397 | -26.88% | Q1 2026 | Apr 09, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 6,498 | 645 | 0.15% | 0.15% | 1434 | +144 | 2.27% | Q1 2026 | May 06, 2026 |
| PMG Wealth Management, Inc. | History | No change | 6,500 | 643 | 0.46% | 0.48% | 1435 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 6,469 | 642 | 0.45% | 0.62% | 1436 | -2,388 | -26.96% | Q1 2026 | Apr 08, 2026 |
| Cambridge Advisors Inc. | History | No change | 6,458 | 641 | 0.12% | 0.12% | 1437 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TRUEFG, LLC | History | Added to | 6,448 | 640 | 0.17% | 0.17% | 1438 | +155 | 2.46% | Q1 2026 | Apr 22, 2026 |
| Axim Planning & Wealth | History | Added to | 6,399 | 635 | 0.77% | 0.59% | 1439 | +743 | 13.14% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | Reduced | 6,374 | 632 | 0.01% | 0.01% | 1440 | -761 | -10.67% | Q1 2026 | May 13, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 6,347 | 630 | 0.08% | 0.11% | 1442 | -3,224 | -33.69% | Q1 2026 | Apr 10, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 6,356 | 630 | 0.13% | 0.15% | 1443 | -577 | -8.32% | Q1 2026 | May 08, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 6,355 | 630 | 0.12% | 0.12% | 1441 | +69 | 1.1% | Q1 2026 | Apr 15, 2026 |
| TMB Capital Partners, LLC | History | No change | 6,346 | 629 | 0.21% | 0.22% | 1444 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 6,288 | 624 | 0.05% | 0.03% | 1445 | +2,322 | 58.55% | Q1 2026 | May 06, 2026 |
| Farrell Financial LLC | History | Reduced | 6,284 | 623 | 0.37% | 0.46% | 1446 | -1,548 | -19.77% | Q1 2026 | Apr 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6,257 | 621 | 0.08% | 0.08% | 1447 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 6,251 | 620 | 0.41% | 0.43% | 1448 | -57 | -0.9% | Q1 2026 | May 04, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 6,226 | 618 | 0.21% | 0.28% | 1450 | -728 | -10.47% | Q1 2026 | May 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 6,226 | 618 | 0.16% | 0.17% | 1449 | -155 | -2.43% | Q1 2026 | May 01, 2026 |
| Zinnia Wealth Advisory, LLC | History | Reduced | 6,225 | 617 | 0.69% | 0.75% | 1451 | -759 | -10.87% | Q1 2026 | May 08, 2026 |
| Peterson Wealth Services | History | Added to | 6,204 | 615 | 0.15% | 0.15% | 1453 | +257 | 4.32% | Q1 2026 | Apr 30, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 6,148 | 615 | 0.04% | 0.04% | 1452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DOVER ADVISORS, LLC | History | No change | 6,179 | 613 | 0.25% | 0.24% | 1454 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Heirloom Wealth Management | History | New | 6,161 | 611 | 0.11% | — | 1456 | +6,161 | New | Q1 2026 | Apr 14, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 6,171 | 611 | 0.11% | 0.13% | 1455 | -1,328 | -17.71% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | Added to | 6,148 | 610 | 0.16% | 0.14% | 1458 | +1,035 | 20.24% | Q1 2026 | May 07, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 6,147 | 610 | 0.02% | 0.01% | 1457 | +367 | 6.35% | Q1 2026 | May 01, 2026 |
| MASECO LLP | History | Reduced | 6,138 | 609 | 0.02% | 0.04% | 1459 | -1,931 | -23.93% | Q1 2026 | Apr 21, 2026 |
| Talon Private Wealth, LLC | History | New | 6,118 | 607 | 0.08% | — | 1461 | +6,118 | New | Q1 2026 | May 15, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 6,124 | 607 | 0.02% | 0.02% | 1460 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SWP FINANCIAL LLC | History | Added to | 6,079 | 603 | 0.31% | 0.15% | 1462 | +3,128 | 106.0% | Q1 2026 | Apr 17, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 6,046 | 600 | 0.25% | 0.24% | 1463 | +60 | 1.0% | Q1 2026 | May 07, 2026 |
| IPG Investment Advisors LLC | History | New | 6,044 | 599 | 0.1% | — | 1464 | +6,044 | New | Q1 2026 | May 12, 2026 |
| Roberts Financial Services LLC | History | No change | 6,014 | 596 | 0.19% | 0.19% | 1465 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,988 | 594 | 0.09% | 0.09% | 1466 | -334 | -5.28% | Q1 2026 | May 13, 2026 |
| Cadence Bank | History | No change | 5,952 | 594 | 0.03% | 0.03% | 1467 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Crewe Advisors LLC | History | Reduced | 5,973 | 592 | 0.05% | 0.05% | 1468 | -111 | -1.82% | Q1 2026 | May 07, 2026 |
| BKM Wealth Management, LLC | History | Added to | 5,953 | 590 | 0.22% | 0.21% | 1469 | +93 | 1.59% | Q1 2026 | Apr 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 5,911 | 586 | 0.04% | 0.06% | 1472 | -2,743 | -31.7% | Q1 2026 | May 06, 2026 |
| LVW Advisors, LLC | History | Added to | 5,912 | 586 | 0.06% | 0.04% | 1470 | +1,962 | 49.67% | Q1 2026 | Apr 20, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 5,912 | 586 | 0.47% | 0.4% | 1473 | +253 | 4.47% | Q1 2026 | Apr 13, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 5,908 | 586 | 0.28% | 0.29% | 1471 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 5,870 | 582 | 0.17% | 0.21% | 1474 | -927 | -13.64% | Q1 2026 | Apr 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 5,855 | 581 | 0.07% | 0.07% | 1475 | +51 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 5,829 | 578 | 0.08% | 0.11% | 1476 | -2,665 | -31.38% | Q1 2026 | Apr 08, 2026 |
| United Bank | History | No change | 5,793 | 575 | 0.19% | 0.2% | 1477 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 5,781 | 573 | 0.03% | 0.03% | 1478 | +334 | 6.13% | Q1 2026 | Apr 23, 2026 |
| Strategic Financial Services, Inc. | History | New | 5,765 | 572 | 0.03% | — | 1479 | +5,765 | New | Q1 2026 | May 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 5,745 | 570 | 0.01% | 0.01% | 1481 | -1,773 | -23.58% | Q1 2026 | May 05, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 5,751 | 570 | 0.04% | 0.03% | 1480 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | Reduced | 5,741 | 569 | 0.05% | 0.06% | 1482 | -338 | -5.56% | Q1 2026 | Apr 28, 2026 |
| Palumbo Wealth Management LLC | History | No change | 5,734 | 569 | 0.14% | 0.14% | 1483 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Partners in Financial Planning | History | Added to | 5,714 | 567 | 0.09% | 0.1% | 1484 | +6 | 0.11% | Q1 2026 | May 11, 2026 |
| Clare Market Investments LLC | History | New | 5,709 | 566 | 0.12% | — | 1485 | +5,709 | New | Q1 2026 | Apr 29, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 5,692 | 565 | 0.21% | 0.23% | 1486 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 5,697 | 564 | 0.01% | 0.01% | 1487 | +166 | 3.0% | Q1 2026 | Apr 28, 2026 |
| Strengthening Families & Communities, LLC | History | New | 5,670 | 562 | 0.14% | — | 1488 | +5,670 | New | Q1 2026 | May 11, 2026 |
| LCW Services, LLC | History | Added to | 5,654 | 561 | 0.28% | 0.23% | 1489 | +1,374 | 32.1% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,609 | 556 | 0.03% | 0.04% | 1490 | -2,425 | -30.18% | Q1 2026 | Apr 23, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 5,601 | 555 | 0.15% | — | 1491 | +5,601 | New | Q1 2026 | Apr 09, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 5,582 | 554 | 0.12% | 0.12% | 1492 | -2 | -0.04% | Q1 2026 | Apr 10, 2026 |
| Beacon Capital Management, LLC | History | Added to | 5,572 | 553 | 0.1% | 0.06% | 1493 | +1,649 | 42.03% | Q1 2026 | May 11, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 5,524 | 548 | 0.03% | 0.03% | 1494 | -150 | -2.64% | Q1 2026 | Apr 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 5,522 | 548 | 0.01% | 0.01% | 1495 | -79 | -1.41% | Q1 2026 | May 15, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 5,479 | 543 | 0.04% | 0.03% | 1496 | +1,099 | 25.09% | Q1 2026 | Apr 22, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 5,468 | 542 | 0.2% | 0.22% | 1497 | -918 | -14.38% | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 5,453 | 541 | 0.02% | 0.01% | 1498 | +797 | 17.12% | Q1 2026 | May 04, 2026 |
| Timber Creek Capital Management LLC | History | New | 5,410 | 537 | 0.13% | — | 1500 | +5,410 | New | Q1 2026 | Apr 28, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 5,428 | 537 | 0.03% | 0.04% | 1499 | -1,155 | -17.55% | Q1 2026 | May 14, 2026 |
| Seascape Capital Management | History | No change | 5,370 | 533 | 0.15% | 0.15% | 1501 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Blue Edge Capital, LLC | History | Added to | 5,352 | 531 | 0.07% | 0.06% | 1502 | +570 | 11.92% | Q1 2026 | Jun 02, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 5,362 | 529 | 0.07% | 0.04% | 1503 | +2,617 | 95.34% | Q1 2026 | May 06, 2026 |
| SPROTT INC. | History | Added to | 5,320 | 528 | 0.02% | 0.02% | 1504 | +258 | 5.1% | Q1 2026 | May 08, 2026 |
| Centennial Bank/AR/ | History | Reduced | 5,272 | 523 | 0.19% | 0.26% | 1506 | -1,344 | -20.31% | Q1 2026 | May 06, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 5,274 | 523 | 0.03% | 0.04% | 1505 | -1,184 | -18.33% | Q1 2026 | Jun 09, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 5,258 | 521 | 0.05% | 0.06% | 1508 | -335 | -5.99% | Q1 2026 | Apr 30, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 5,254 | 521 | 0.08% | 0.07% | 1507 | +3 | 0.06% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | No change | 5,252 | 521 | 0.02% | 0.02% | 1509 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 1,386,722 | 518 | 0.02% | 0.06% | 1511 | +1,367,693 | 7187.41% | Q1 2026 | May 15, 2026 |
| Palisade Asset Management, LLC | History | Added to | 5,226 | 518 | 0.05% | 0.05% | 1510 | +6 | 0.11% | Q1 2026 | Apr 14, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 5,215 | 517 | 0.13% | 0.07% | 1512 | +2,300 | 78.9% | Q1 2026 | May 04, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 5,212 | 517 | 0.36% | 0.38% | 1513 | -102 | -1.92% | Q1 2026 | May 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 5,188 | 515 | 0.05% | 0.04% | 1514 | +701 | 15.62% | Q1 2026 | Apr 22, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 5,192 | 515 | 0.18% | 0.18% | 1515 | +2 | 0.04% | Q1 2026 | Apr 08, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 5,168 | 512 | 0.26% | — | 1516 | +5,168 | New | Q1 2026 | May 13, 2026 |
| Selective Wealth Management, Inc. | History | New | 5,152 | 509 | 0.15% | — | 1517 | +5,152 | New | Q1 2026 | Apr 30, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 5,111 | 507 | 0.41% | 0.45% | 1518 | -1,378 | -21.24% | Q1 2026 | May 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 5,114 | 507 | 0.06% | 0.06% | 1519 | -545 | -9.63% | Q1 2026 | May 07, 2026 |
| Heritage Wealth Advisors | History | Added to | 5,020 | 498 | 0.02% | 0.02% | 1520 | +58 | 1.17% | Q1 2026 | May 13, 2026 |
| PEOPLES BANK /OH | History | New | 5,000 | 496 | 0.3% | — | 1522 | +5,000 | New | Q1 2026 | Apr 24, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 5,005 | 496 | 0.11% | 0.11% | 1521 | +94 | 1.91% | Q1 2026 | Apr 21, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 4,977 | 494 | 0.13% | 0.13% | 1523 | -42 | -0.84% | Q1 2026 | Apr 15, 2026 |
| Hilltop Partners LLC | History | Reduced | 4,966 | 493 | 0.13% | 0.14% | 1524 | -589 | -10.6% | Q1 2026 | May 12, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 4,917 | 488 | 0.07% | — | 1526 | +4,917 | New | Q1 2026 | May 15, 2026 |
| Attessa Capital LLC | History | Reduced | 4,925 | 488 | 0.27% | 0.27% | 1525 | -58 | -1.16% | Q1 2026 | Apr 07, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 4,910 | 487 | 0.12% | 0.31% | 1527 | -6,926 | -58.52% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 4,897 | 486 | 0.12% | 0.09% | 1529 | +1,397 | 39.91% | Q1 2026 | Apr 29, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 4,900 | 486 | 0.04% | 0.04% | 1528 | +443 | 9.94% | Q1 2026 | May 01, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 4,893 | 485 | 0.18% | 0.27% | 1530 | -2,417 | -33.06% | Q1 2026 | Apr 09, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 4,860 | 482 | 0.03% | 0.03% | 1531 | -281 | -5.47% | Q1 2026 | Apr 29, 2026 |
| Opes Wealth Management LLC | History | Reduced | 4,842 | 480 | 0.08% | 0.11% | 1532 | -1,760 | -26.66% | Q1 2026 | Apr 28, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 4,844 | 480 | 0.17% | 0.25% | 1533 | -238 | -4.68% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 4,822 | 479 | 0.05% | 0.06% | 1534 | -218 | -4.33% | Q1 2026 | Apr 16, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 4,817 | 478 | 0.04% | 0.02% | 1535 | +2,495 | 107.45% | Q1 2026 | Apr 20, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 4,778 | 474 | 0.01% | 0.01% | 1537 | -393 | -7.6% | Q1 2026 | Apr 10, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Added to | 4,783 | 474 | 0.11% | 0.11% | 1536 | +62 | 1.31% | Q1 2026 | Apr 10, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 4,773 | 473 | 0.33% | 0.27% | 1538 | +472 | 10.97% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 4,763 | 472 | 0.0% | 0.0% | 1539 | -2,665 | -35.88% | Q1 2026 | May 15, 2026 |
| Northwest Capital Management Inc | History | No change | 4,726 | 472 | 2.05% | 2.05% | 1540 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 4,736 | 469 | 0.13% | 0.11% | 1542 | +956 | 25.29% | Q1 2026 | Apr 08, 2026 |
| BG Investment Services, LLC | History | Added to | 4,733 | 469 | 0.39% | 0.42% | 1541 | +21 | 0.45% | Q1 2026 | May 08, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 4,728 | 469 | 0.36% | 0.34% | 1543 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,691 | 465 | 0.0% | 0.0% | 1544 | -975 | -17.21% | Q1 2026 | May 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 4,675 | 464 | 0.02% | 0.02% | 1545 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 4,668 | 463 | 0.06% | 0.06% | 1546 | +548 | 13.3% | Q1 2026 | May 13, 2026 |
| Heartland Bank & Trust Co | History | New | 4,655 | 462 | 0.1% | — | 1547 | +4,655 | New | Q1 2026 | May 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 4,639 | 460 | 0.02% | — | 1548 | +4,639 | New | Q1 2026 | May 13, 2026 |
| RW Investment Management LLC | History | New | 4,624 | 459 | 0.04% | — | 1549 | +4,624 | New | Q1 2026 | Apr 28, 2026 |
| Brookwood Investment Group LLC | History | Added to | 4,615 | 458 | 0.06% | 0.03% | 1550 | +1,722 | 59.52% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 4,604 | 457 | 0.06% | 0.04% | 1551 | +1,390 | 43.25% | Q1 2026 | May 14, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 4,594 | 456 | 0.15% | 0.15% | 1552 | -25 | -0.54% | Q1 2026 | May 01, 2026 |
| Ridge Creek Global, Inc | History | No change | 4,601 | 456 | 0.39% | 0.39% | 1553 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 4,586 | 455 | 0.23% | 0.23% | 1554 | -52 | -1.12% | Q1 2026 | May 06, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 4,573 | 453 | 0.05% | 0.05% | 1555 | -200 | -4.19% | Q1 2026 | Apr 21, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 4,552 | 451 | 0.05% | 0.11% | 1557 | -5,984 | -56.8% | Q1 2026 | May 12, 2026 |
| First Financial Bank - Trust Division | History | Added to | 4,544 | 451 | 0.04% | 0.04% | 1556 | +230 | 5.33% | Q1 2026 | Apr 01, 2026 |
| GFS Advisors, LLC | History | Added to | 9,110 | 450 | 0.06% | 0.06% | 1558 | +3,910 | 75.19% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 4,518 | 448 | 0.03% | 0.02% | 1559 | +1,240 | 37.83% | Q1 2026 | Apr 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 4,503 | 447 | 0.01% | 0.01% | 1560 | +25 | 0.56% | Q1 2026 | Apr 22, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 4,506 | 447 | 0.26% | 0.26% | 1561 | -19 | -0.42% | Q1 2026 | May 01, 2026 |
| INSPIRE TRUST CO, N.A. | History | No change | 4,486 | 445 | 0.07% | 0.07% | 1562 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 4,480 | 444 | 0.0% | 0.0% | 1563 | -750 | -14.34% | Q1 2026 | May 08, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 4,468 | 443 | 0.19% | 0.15% | 1566 | +1,033 | 30.07% | Q1 2026 | May 12, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 4,469 | 443 | 0.26% | 0.29% | 1564 | -506 | -10.17% | Q1 2026 | Apr 17, 2026 |
| Abel Hall, LLC | History | Reduced | 4,467 | 443 | 0.09% | 0.1% | 1565 | -12 | -0.27% | Q1 2026 | Apr 28, 2026 |
| MBL Wealth, LLC | History | Reduced | 4,460 | 442 | 0.03% | 0.05% | 1567 | -2,275 | -33.78% | Q1 2026 | Apr 28, 2026 |
| Valley Financial Group, Inc. | History | New | 4,441 | 440 | 0.24% | — | 1570 | +4,441 | New | Q1 2026 | May 15, 2026 |
| Uniting Wealth Partners, LLC | History | New | 4,440 | 440 | 0.09% | — | 1571 | +4,440 | New | Q1 2026 | Apr 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 4,434 | 440 | 0.03% | 0.02% | 1568 | +523 | 13.37% | Q1 2026 | May 15, 2026 |
| Oath Planning, LLC | History | Added to | 4,434 | 440 | 0.39% | 0.43% | 1569 | +28 | 0.64% | Q1 2026 | May 08, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 4,423 | 439 | 0.16% | 0.16% | 1572 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Weaver Consulting Group | History | Added to | 4,407 | 437 | 0.1% | 0.11% | 1573 | +91 | 2.11% | Q1 2026 | May 15, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 4,371 | 433 | 0.4% | 0.54% | 1574 | -1,312 | -23.09% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 4,355 | 432 | 0.05% | 0.05% | 1575 | +199 | 4.79% | Q1 2026 | Apr 17, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 4,360 | 432 | 0.05% | 0.05% | 1576 | -2 | -0.05% | Q1 2026 | May 15, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 4,352 | 431 | 0.19% | 0.13% | 1577 | +95 | 2.23% | Q1 2026 | Apr 09, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 4,315 | 428 | 0.13% | 0.12% | 1578 | +212 | 5.17% | Q1 2026 | Apr 13, 2026 |
| FWG Holdings, LLC | History | Reduced | 4,280 | 423 | 0.16% | 0.47% | 1579 | -6,525 | -60.39% | Q1 2026 | Apr 13, 2026 |
| Roan Capital Partners | History | New | 4,266 | 423 | 0.39% | — | 1580 | +4,266 | New | Q1 2026 | Apr 15, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 4,251 | 422 | 0.18% | 0.18% | 1581 | -77 | -1.78% | Q1 2026 | Apr 20, 2026 |
| Community Bank & Trust, Waco, Texas | History | Added to | 4,234 | 420 | 0.08% | 0.08% | 1582 | +394 | 10.26% | Q1 2026 | Apr 17, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 4,224 | 419 | 0.08% | 0.38% | 1584 | -13,660 | -76.38% | Q1 2026 | May 01, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 4,228 | 419 | 0.29% | 0.31% | 1583 | +21 | 0.5% | Q1 2026 | Apr 15, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 4,204 | 417 | 0.03% | 0.03% | 1585 | -1,381 | -24.73% | Q1 2026 | May 01, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 4,197 | 416 | 0.24% | 0.24% | 1586 | -46 | -1.08% | Q1 2026 | Apr 16, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 4,179 | 414 | 0.11% | 0.12% | 1587 | +9 | 0.22% | Q1 2026 | May 12, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 4,169 | 413 | 0.39% | 0.71% | 1589 | -3,353 | -44.58% | Q1 2026 | Apr 22, 2026 |
| New World Advisors LLC | History | Added to | 4,166 | 413 | 0.07% | 0.07% | 1588 | +5 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Synergy Financial Group, LTD | History | New | 4,150 | 411 | 0.31% | — | 1591 | +4,150 | New | Q1 2026 | May 14, 2026 |
| Peak Wealth Management LLC | History | Reduced | 4,143 | 411 | 0.34% | 0.35% | 1590 | -37 | -0.89% | Q1 2026 | Apr 14, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 4,138 | 410 | 0.05% | 0.05% | 1592 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Added to | 4,144 | 409 | 0.31% | 0.18% | 1593 | +1,608 | 63.41% | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 4,127 | 408 | 0.07% | 0.05% | 1594 | +1,082 | 35.53% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | Reduced | 4,101 | 407 | 0.0% | 0.01% | 1595 | -2,387 | -36.79% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | No change | 4,082 | 405 | 0.17% | 0.17% | 1596 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 4,071 | 404 | 0.08% | 0.09% | 1597 | -131 | -3.12% | Q1 2026 | May 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 4,048 | 404 | 0.25% | 0.25% | 1598 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Goodman Financial Corp | History | No change | 4,048 | 401 | 0.07% | 0.08% | 1599 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BANK HAPOALIM BM | History | Reduced | 4,009 | 398 | 0.06% | 0.05% | 1600 | -1,465 | -26.76% | Q1 2026 | May 04, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 4,000 | 397 | 0.39% | 0.51% | 1601 | -1,000 | -20.0% | Q1 2026 | Apr 24, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 4,004 | 397 | 0.03% | 0.03% | 1602 | -341 | -7.85% | Q1 2026 | May 07, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 4,006 | 397 | 0.06% | 0.06% | 1603 | +329 | 8.95% | Q1 2026 | Apr 16, 2026 |
| Gouws Capital LLC | History | No change | 4,000 | 397 | 0.21% | 0.21% | 1604 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Torrey-Payne Wealth Management, LLC | History | No change | 4,000 | 397 | 0.36% | 0.36% | 1605 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 3,992 | 396 | 0.03% | 0.05% | 1606 | -2,369 | -37.24% | Q1 2026 | May 06, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Reduced | 3,990 | 396 | 0.27% | 0.26% | 1607 | -40 | -0.99% | Q1 2026 | May 14, 2026 |
| Manuka Financial, LLC | History | Reduced | 3,977 | 394 | 0.24% | 0.25% | 1608 | -32 | -0.8% | Q1 2026 | May 07, 2026 |
| Centric Wealth Management | History | New | 3,987 | 393 | 0.08% | — | 1609 | +3,987 | New | Q1 2026 | May 12, 2026 |
| Trust Co of the South | History | Reduced | 3,958 | 392 | 0.06% | 0.17% | 1610 | -6,767 | -63.1% | Q1 2026 | Apr 06, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 3,930 | 390 | 0.02% | 0.0% | 1611 | +3,908 | 17763.64% | Q1 2026 | May 12, 2026 |
| American Trust | History | Reduced | 3,917 | 388 | 0.03% | 0.04% | 1612 | -783 | -16.66% | Q1 2026 | May 01, 2026 |
| SSA SWISS ADVISORS AG | History | Added to | 3,890 | 386 | 0.18% | 0.15% | 1613 | +579 | 17.49% | Q1 2026 | Jul 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 3,869 | 384 | 0.03% | 0.03% | 1614 | -83 | -2.1% | Q1 2026 | May 14, 2026 |
| Lewis Asset Management, LLC | History | No change | 3,869 | 384 | 0.16% | 0.16% | 1615 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 3,868 | 383 | 0.38% | 0.38% | 1616 | +111 | 2.95% | Q1 2026 | Apr 22, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 3,851 | 381 | 0.33% | 0.33% | 1617 | -28 | -0.72% | Q1 2026 | Apr 27, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 3,792 | 376 | 0.16% | 0.22% | 1619 | -1,438 | -27.5% | Q1 2026 | May 12, 2026 |
| HCR Wealth Advisors | History | No change | 3,795 | 376 | 0.04% | 0.04% | 1618 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,773 | 374 | 0.01% | 0.03% | 1620 | -3,064 | -44.81% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 3,760 | 373 | 0.14% | 0.39% | 1624 | -7,027 | -65.14% | Q1 2026 | May 11, 2026 |
| Cooper Financial Group | History | Added to | 3,764 | 373 | 0.04% | 0.03% | 1623 | +696 | 22.69% | Q1 2026 | Apr 07, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 3,767 | 373 | 0.01% | 0.02% | 1621 | -216 | -5.42% | Q1 2026 | Apr 29, 2026 |
| Brickley Wealth Management | History | Reduced | 3,767 | 373 | 0.06% | 0.07% | 1622 | -154 | -3.93% | Q1 2026 | May 04, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 3,752 | 372 | 0.07% | 0.06% | 1625 | +290 | 8.38% | Q1 2026 | May 20, 2026 |
| Krilogy Financial LLC | History | Added to | 3,737 | 371 | 0.01% | 0.01% | 1626 | +407 | 12.22% | Q1 2026 | Apr 17, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 3,730 | 370 | 0.08% | 0.07% | 1627 | -59 | -1.56% | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 3,719 | 369 | 0.11% | 0.13% | 1629 | -471 | -11.24% | Q1 2026 | May 20, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 3,719 | 369 | 0.33% | 0.31% | 1630 | +116 | 3.22% | Q1 2026 | Apr 16, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 3,720 | 369 | 0.03% | 0.03% | 1628 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 3,724 | 368 | 0.24% | 0.18% | 1632 | +1,071 | 40.37% | Q1 2026 | May 06, 2026 |
| Creative Capital Management Investments LLC | History | No change | 3,716 | 368 | 0.11% | 0.11% | 1631 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | Added to | 3,705 | 367 | 0.01% | 0.01% | 1633 | +216 | 6.19% | Q1 2026 | May 13, 2026 |
| Vantus Wealth LLC | History | No change | 3,683 | 367 | 0.27% | 0.27% | 1634 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 3,683 | 365 | 0.05% | 0.07% | 1637 | -1,520 | -29.21% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,686 | 365 | 0.02% | 0.01% | 1635 | +1,491 | 67.93% | Q1 2026 | May 07, 2026 |
| SYKON CAPITAL LLC | History | Added to | 3,685 | 365 | 0.12% | 0.11% | 1638 | +110 | 3.08% | Q1 2026 | Apr 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,679 | 365 | 0.02% | 0.02% | 1636 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Plum Street Advisors, LLC | History | No change | 3,679 | 365 | 0.13% | 0.13% | 1639 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 3,676 | 364 | 0.28% | 0.47% | 1641 | -2,631 | -41.72% | Q1 2026 | Apr 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 3,674 | 364 | 0.09% | 0.09% | 1640 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Claro Advisors Inc. | History | Reduced | 3,659 | 363 | 0.04% | 0.05% | 1642 | -72 | -1.93% | Q1 2026 | Apr 21, 2026 |
| Note Advisors, LLC | History | Added to | 3,660 | 363 | 0.18% | 0.18% | 1643 | +61 | 1.69% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 3,630 | 360 | 0.07% | 0.14% | 1645 | -2,121 | -36.88% | Q1 2026 | Apr 28, 2026 |
| Northstar Group, Inc. | History | No change | 3,630 | 360 | 0.05% | 0.05% | 1644 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 3,620 | 359 | 0.02% | 0.02% | 1646 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIH Partners, LLLP | History | No change | 3,620 | 359 | 0.0% | 0.01% | 1647 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,579 | 358 | 0.1% | 0.1% | 1648 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | Reduced | 3,597 | 357 | 0.01% | 0.01% | 1649 | -89 | -2.41% | Q1 2026 | Apr 29, 2026 |
| W ADVISORS, LLC | History | Reduced | 3,605 | 357 | 0.18% | 0.18% | 1650 | -41 | -1.12% | Q1 2026 | Apr 29, 2026 |
| Philip James Wealth Mangement, LLC | History | No change | 3,603 | 357 | 0.04% | 0.04% | 1651 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 3,587 | 356 | 0.13% | 1.08% | 1653 | -26,930 | -88.25% | Q1 2026 | Apr 08, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 3,591 | 356 | 0.1% | 0.1% | 1652 | -94 | -2.55% | Q1 2026 | Apr 24, 2026 |
| Life Planning Partners, Inc | History | Added to | 3,556 | 353 | 0.27% | 0.26% | 1654 | +157 | 4.62% | Q1 2026 | Apr 28, 2026 |
| Putney Financial Group LLC | History | Reduced | 3,549 | 352 | 0.35% | 0.45% | 1657 | -1,298 | -26.78% | Q1 2026 | Apr 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 3,553 | 352 | 0.02% | 0.03% | 1655 | -660 | -15.67% | Q1 2026 | May 21, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 3,550 | 352 | 0.12% | 0.13% | 1656 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KLCM Advisors, Inc. | History | Added to | 3,540 | 351 | 0.03% | 0.03% | 1658 | +180 | 5.36% | Q1 2026 | Apr 30, 2026 |
| GR FINANCIAL GROUP, LLC | History | Added to | 3,543 | 351 | 0.12% | 0.08% | 1661 | +22 | 0.62% | Q1 2026 | May 11, 2026 |
| Pine Ridge Advisers LLC | History | No change | 3,543 | 351 | 0.02% | 0.02% | 1659 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 3,543 | 351 | 0.03% | 0.03% | 1660 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Carter Financial Group, INC. | History | Reduced | 3,527 | 350 | 0.22% | 0.21% | 1663 | -21 | -0.59% | Q1 2026 | Apr 27, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 3,535 | 350 | 0.01% | 0.01% | 1662 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 3,509 | 348 | 0.17% | — | 1664 | +3,509 | New | Q1 2026 | May 14, 2026 |
| Rockingstone Advisors LLC | History | No change | 3,500 | 347 | 0.16% | 0.16% | 1665 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 3,488 | 346 | 0.14% | — | 1666 | +3,488 | New | Q1 2026 | Apr 21, 2026 |
| KPP Advisory Services LLC | History | Reduced | 3,474 | 344 | 0.05% | 0.05% | 1668 | -60 | -1.7% | Q1 2026 | Apr 24, 2026 |
| UNION SAVINGS BANK | History | Added to | 3,466 | 344 | 0.15% | 0.15% | 1667 | +10 | 0.29% | Q1 2026 | Apr 17, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 3,448 | 342 | 0.1% | 4.41% | 1669 | -145,319 | -97.68% | Q1 2026 | Apr 02, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 3,449 | 342 | 0.0% | 0.0% | 1670 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 3,436 | 341 | 0.08% | 0.11% | 1671 | -732 | -17.56% | Q1 2026 | May 07, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 3,425 | 340 | 0.03% | 0.03% | 1672 | +146 | 4.45% | Q1 2026 | Apr 09, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 3,419 | 339 | 0.25% | 0.15% | 1673 | +1,354 | 65.57% | Q1 2026 | Apr 16, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 3,421 | 339 | 0.05% | 0.05% | 1675 | +22 | 0.65% | Q1 2026 | Apr 21, 2026 |
| Stephenson & Company, Inc. | History | No change | 3,422 | 339 | 0.18% | 0.19% | 1674 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 3,395 | 337 | 0.15% | 0.15% | 1676 | +113 | 3.44% | Q1 2026 | May 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 3,388 | 336 | 0.09% | — | 1681 | +3,388 | New | Q1 2026 | May 06, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 3,390 | 336 | 0.11% | 0.12% | 1679 | +219 | 6.91% | Q1 2026 | May 12, 2026 |
| Karpus Management, Inc. | History | Reduced | 3,385 | 336 | 0.01% | 0.01% | 1677 | -50 | -1.46% | Q1 2026 | May 14, 2026 |
| Westshore Wealth, LLC | History | No change | 3,389 | 336 | 0.12% | 0.11% | 1678 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| 25 LLC | History | No change | 3,391 | 336 | 0.1% | 0.11% | 1680 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Petix & Botte Co | History | Reduced | 3,374 | 335 | 0.07% | 0.08% | 1682 | -256 | -7.05% | Q1 2026 | Apr 30, 2026 |
| Apeiron RIA LLC | History | Reduced | 3,341 | 331 | 0.08% | 0.09% | 1684 | -1,132 | -25.31% | Q1 2026 | Apr 27, 2026 |
| Two West Capital Advisors LLC | History | Added to | 3,351 | 331 | 0.18% | 0.15% | 1685 | +846 | 33.77% | Q1 2026 | May 04, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 3,336 | 331 | 0.03% | 0.03% | 1683 | +22 | 0.66% | Q1 2026 | May 07, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 3,331 | 330 | 0.04% | 0.03% | 1686 | -25 | -0.74% | Q1 2026 | Apr 15, 2026 |
| Commerce Advisors, LLC | History | New | 3,285 | 326 | 0.27% | — | 1689 | +3,285 | New | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,285 | 326 | 0.02% | 0.02% | 1687 | -40 | -1.2% | Q1 2026 | May 18, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 3,291 | 326 | 0.15% | 0.15% | 1688 | +31 | 0.95% | Q1 2026 | Apr 08, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 3,282 | 325 | 0.02% | 0.02% | 1691 | -405 | -10.98% | Q1 2026 | Apr 20, 2026 |
| Allianz Asset Management GmbH | History | Added to | 3,280 | 325 | 0.0% | 0.0% | 1690 | +330 | 11.19% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | No change | 3,268 | 324 | 0.05% | 0.05% | 1692 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategent Financial, LLC | History | Reduced | 3,254 | 323 | 0.22% | 0.22% | 1693 | -304 | -8.54% | Q1 2026 | Apr 20, 2026 |
| Traub Capital Management LLC | History | No change | 3,255 | 323 | 0.32% | 0.31% | 1694 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 3,247 | 322 | 0.06% | 0.05% | 1696 | +216 | 7.13% | Q1 2026 | Apr 29, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,251 | 322 | 0.11% | 0.1% | 1697 | +2 | 0.06% | Q1 2026 | May 15, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 3,250 | 322 | 0.04% | 0.03% | 1695 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ledyard National Bank | History | Reduced | 3,206 | 318 | 0.03% | 0.05% | 1698 | -2,038 | -38.86% | Q1 2026 | Apr 24, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 3,212 | 318 | 0.07% | 0.07% | 1699 | +52 | 1.65% | Q1 2026 | Apr 28, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 3,198 | 317 | 0.18% | 0.2% | 1700 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | No change | 3,188 | 316 | 0.06% | 0.06% | 1701 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Architects, LLC | History | Added to | 3,180 | 315 | 0.17% | 0.16% | 1702 | +175 | 5.82% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 3,165 | 314 | 0.05% | — | 1705 | +3,165 | New | Q1 2026 | Apr 16, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 3,164 | 314 | 0.06% | 0.05% | 1704 | +583 | 22.59% | Q1 2026 | Apr 09, 2026 |
| Meadow Creek Wealth Advisors LLC | History | No change | 3,168 | 314 | 0.2% | 0.2% | 1703 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 3,137 | 311 | 0.22% | 0.3% | 1707 | -1,266 | -28.75% | Q1 2026 | May 14, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 3,137 | 311 | 0.21% | 0.21% | 1708 | +112 | 3.7% | Q1 2026 | Apr 09, 2026 |
| Stelac Advisory Services LLC | History | No change | 3,136 | 311 | 0.06% | 0.11% | 1706 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 3,094 | 307 | 0.02% | 0.03% | 1709 | -918 | -22.88% | Q1 2026 | Apr 20, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,090 | 306 | 0.02% | 0.02% | 1710 | -58 | -1.84% | Q1 2026 | Apr 08, 2026 |
| New Millennium Group LLC | History | No change | 3,065 | 306 | 0.13% | 0.13% | 1711 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 21 West Wealth Management LLC | History | Added to | 3,081 | 305 | 0.28% | 0.23% | 1713 | +528 | 20.68% | Q1 2026 | Apr 15, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 3,078 | 305 | 0.12% | 0.12% | 1712 | -48 | -1.54% | Q1 2026 | Apr 17, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 3,059 | 303 | 0.12% | 0.12% | 1714 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 3,050 | 302 | 0.27% | 0.31% | 1717 | -446 | -12.76% | Q1 2026 | Apr 29, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 3,043 | 302 | 0.1% | 0.12% | 1716 | -175 | -5.44% | Q1 2026 | May 13, 2026 |
| HFG Advisors, Inc. | History | No change | 3,044 | 302 | 0.21% | 0.22% | 1715 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LEE DANNER & BASS INC | History | No change | 3,042 | 301 | 0.02% | 0.02% | 1718 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Frontier Asset Management, LLC | History | New | 3,023 | 300 | 0.06% | — | 1722 | +3,023 | New | Q1 2026 | May 06, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 3,026 | 300 | 0.12% | 0.13% | 1721 | -185 | -5.76% | Q1 2026 | Apr 08, 2026 |
| Bravias Capital Group, LLC | History | Added to | 3,031 | 300 | 0.2% | 0.18% | 1720 | +3 | 0.1% | Q1 2026 | Apr 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,025 | 300 | 0.18% | 0.18% | 1719 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,015 | 299 | 0.02% | 0.01% | 1723 | +709 | 30.75% | Q1 2026 | Apr 13, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 3,006 | 298 | 0.02% | 0.03% | 1724 | -469 | -13.5% | Q1 2026 | May 18, 2026 |
| AIRE ADVISORS, LLC | History | New | 2,995 | 297 | 0.05% | — | 1726 | +2,995 | New | Q1 2026 | May 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 3,000 | 297 | 0.13% | 0.13% | 1725 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tenret Co LLC | History | No change | 2,990 | 296 | 0.14% | 0.15% | 1727 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Missouri Trust & Investment Co | History | Added to | 2,967 | 294 | 0.09% | 0.08% | 1729 | +335 | 12.73% | Q1 2026 | May 14, 2026 |
| Rise Advisors, LLC | History | Reduced | 2,977 | 294 | 0.1% | 0.11% | 1728 | -14 | -0.47% | Q1 2026 | Apr 03, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 2,953 | 293 | 0.04% | 0.04% | 1730 | -116 | -3.78% | Q1 2026 | Apr 15, 2026 |
| Parcion Private Wealth LLC | History | Added to | 2,956 | 293 | 0.02% | 0.02% | 1731 | +45 | 1.55% | Q1 2026 | Apr 22, 2026 |
| Keeler Thomas Management LLC | History | New | 2,946 | 292 | 0.12% | — | 1732 | +2,946 | New | Q1 2026 | May 11, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 2,940 | 291 | 0.13% | 0.13% | 1733 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 2,929 | 290 | 0.05% | — | 1734 | +2,929 | New | Q1 2026 | Apr 28, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 2,903 | 288 | 0.06% | 0.06% | 1735 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 2,908 | 288 | 0.04% | 0.04% | 1736 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lauer Wealth, LLC | History | New | 2,895 | 287 | 0.23% | — | 1739 | +2,895 | New | Q1 2026 | Apr 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 2,900 | 287 | 0.0% | 0.0% | 1738 | -756 | -20.68% | Q1 2026 | May 05, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 2,892 | 287 | 0.0% | 0.0% | 1737 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 2,874 | 285 | 0.04% | 0.14% | 1740 | -7,359 | -71.91% | Q1 2026 | Apr 30, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 2,881 | 285 | 0.04% | 0.08% | 1742 | -3,277 | -53.22% | Q1 2026 | May 04, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 2,878 | 285 | 0.08% | 0.08% | 1741 | +10 | 0.35% | Q1 2026 | Apr 08, 2026 |
| Elite Financial, Inc. | History | Reduced | 2,868 | 284 | 0.13% | 0.13% | 1743 | -99 | -3.34% | Q1 2026 | May 12, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 2,853 | 283 | 0.08% | 0.08% | 1744 | -186 | -6.12% | Q1 2026 | Apr 13, 2026 |
| Strid Group, LLC | History | Reduced | 2,849 | 282 | 0.03% | 0.09% | 1745 | -4,478 | -61.12% | Q1 2026 | Apr 29, 2026 |
| Bison Wealth, LLC | History | Added to | 2,855 | 281 | 0.03% | 0.03% | 1746 | +33 | 1.17% | Q1 2026 | May 15, 2026 |
| Echo45 Advisors LLC | History | No change | 2,815 | 279 | 0.16% | 0.16% | 1747 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Envision Financial Transparency, LLC | History | New | 2,796 | 278 | 0.27% | — | 1750 | +2,796 | New | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 2,801 | 278 | 0.03% | 0.03% | 1749 | +378 | 15.6% | Q1 2026 | Apr 15, 2026 |
| Courage Miller Partners, LLC | History | No change | 2,805 | 278 | 0.08% | 0.08% | 1748 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 2,800 | 277 | 0.02% | 0.02% | 1753 | -402 | -12.55% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,792 | 277 | 0.03% | 0.03% | 1754 | +260 | 10.27% | Q1 2026 | May 04, 2026 |
| Benin Management CORP | History | No change | 2,792 | 277 | 0.06% | 0.06% | 1751 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Phocas Financial Corp. | History | No change | 2,791 | 277 | 0.04% | 0.04% | 1752 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 2,787 | 276 | 0.04% | 0.04% | 1755 | -159 | -5.4% | Q1 2026 | May 05, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 2,772 | 275 | 0.17% | 0.16% | 1756 | +117 | 4.41% | Q1 2026 | Apr 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 2,735 | 271 | 0.05% | 0.05% | 1757 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 2,729 | 270 | 0.03% | 0.02% | 1760 | +345 | 14.47% | Q1 2026 | Apr 10, 2026 |
| Anchor Investment Management, LLC | History | Added to | 2,726 | 270 | 0.02% | 0.02% | 1758 | +46 | 1.72% | Q1 2026 | May 01, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 2,726 | 270 | 0.15% | 0.15% | 1759 | -8 | -0.29% | Q1 2026 | Apr 13, 2026 |
| Auxano Advisors, LLC | History | New | 2,711 | 269 | 0.05% | — | 1761 | +2,711 | New | Q1 2026 | May 01, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 2,709 | 268 | 0.03% | 0.03% | 1763 | +526 | 24.1% | Q1 2026 | Apr 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,709 | 268 | 0.11% | 0.09% | 1762 | +1 | 0.04% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,692 | 267 | 0.02% | 0.04% | 1764 | -2,621 | -49.33% | Q1 2026 | May 05, 2026 |
| DB&C Advisors, LLC | History | Reduced | 2,698 | 267 | 0.35% | 0.34% | 1765 | -42 | -1.53% | Q1 2026 | Apr 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,686 | 266 | 0.09% | 0.07% | 1766 | +678 | 33.76% | Q1 2026 | Apr 23, 2026 |
| New Republic Capital, LLC | History | Added to | 2,690 | 266 | 0.09% | 0.06% | 1767 | +389 | 16.91% | Q1 2026 | May 01, 2026 |
| Pines Wealth Management, LLC | History | Added to | 2,689 | 266 | 0.09% | 0.09% | 1768 | +13 | 0.49% | Q1 2026 | Apr 08, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 2,668 | 265 | 0.0% | 0.0% | 1769 | +390 | 17.12% | Q1 2026 | May 05, 2026 |
| Thomasville National Bank | History | No change | 2,655 | 265 | 0.02% | 0.02% | 1770 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WP Advisors, LLC | History | New | 2,664 | 264 | 0.07% | — | 1772 | +2,664 | New | Q1 2026 | May 04, 2026 |
| Holistic Financial Partners | History | No change | 2,663 | 264 | 0.1% | 0.1% | 1771 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 2,650 | 263 | 0.01% | 0.03% | 1773 | -2,994 | -53.05% | Q1 2026 | Apr 09, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,658 | 263 | 0.05% | 0.01% | 1775 | +1,868 | 236.46% | Q1 2026 | May 11, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 2,653 | 263 | 0.07% | 0.07% | 1774 | +3 | 0.11% | Q1 2026 | Apr 28, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 2,645 | 262 | 0.03% | 0.05% | 1777 | -1,773 | -40.13% | Q1 2026 | Apr 07, 2026 |
| CADINHA & CO LLC | History | No change | 2,644 | 262 | 0.05% | 0.04% | 1776 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Reduced | 2,634 | 261 | 0.06% | 0.24% | 1780 | -7,047 | -72.79% | Q1 2026 | Apr 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 2,635 | 261 | 0.03% | 0.06% | 1779 | -1,617 | -38.03% | Q1 2026 | Apr 28, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 2,631 | 261 | 0.04% | 0.04% | 1778 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 2,614 | 259 | 0.18% | 0.13% | 1781 | +875 | 50.32% | Q1 2026 | May 12, 2026 |
| Hexagon Capital Partners LLC | History | New | 2,605 | 258 | 0.04% | — | 1784 | +2,605 | New | Q1 2026 | May 04, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 2,604 | 258 | 0.02% | 0.02% | 1783 | +240 | 10.15% | Q1 2026 | Apr 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 2,608 | 258 | 0.03% | 0.03% | 1782 | -45 | -1.7% | Q1 2026 | Apr 15, 2026 |
| PROTECTIVE LIFE CORP | History | New | 2,581 | 256 | 0.85% | — | 1790 | +2,581 | New | Q1 2026 | May 13, 2026 |
| Falcon Wealth Planning | History | Added to | 2,581 | 256 | 0.02% | 0.02% | 1787 | +500 | 24.03% | Q1 2026 | Apr 20, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 2,587 | 256 | 0.06% | 0.07% | 1786 | -478 | -15.6% | Q1 2026 | Apr 17, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 2,581 | 256 | 0.12% | 0.11% | 1785 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 2,588 | 256 | 0.2% | 0.21% | 1788 | +1 | 0.04% | Q1 2026 | May 05, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 2,585 | 256 | 0.25% | 0.24% | 1789 | 0 | 0.0% | Q1 2026 | Jun 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 2,572 | 255 | 0.0% | 0.02% | 1793 | -12,690 | -83.15% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | New | 2,576 | 255 | 0.04% | — | 1795 | +2,576 | New | Q1 2026 | May 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,570 | 255 | 0.01% | 0.01% | 1791 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 2,571 | 255 | 0.1% | 0.11% | 1792 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 2,554 | 255 | 0.16% | 0.16% | 1794 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | New | 2,548 | 252 | 0.01% | — | 1797 | +2,548 | New | Q1 2026 | Apr 27, 2026 |
| Advisory Resource Group | History | New | 2,539 | 252 | 0.04% | — | 1798 | +2,539 | New | Q1 2026 | May 15, 2026 |
| Syverson Strege & Co | History | Reduced | 2,543 | 252 | 0.06% | 0.08% | 1796 | -967 | -27.55% | Q1 2026 | May 04, 2026 |
| MOTCO | History | Reduced | 2,534 | 251 | 0.02% | 0.05% | 1800 | -2,794 | -52.44% | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,529 | 251 | 0.01% | 0.01% | 1799 | -1,448 | -36.41% | Q1 2026 | Apr 15, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 2,533 | 251 | 0.1% | 0.08% | 1802 | +424 | 20.1% | Q1 2026 | Apr 21, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 2,530 | 251 | 0.06% | 0.07% | 1801 | -39 | -1.52% | Q1 2026 | Apr 09, 2026 |
| Caerus Investment Advisors, LLC | History | New | 2,520 | 250 | 0.1% | — | 1803 | +2,520 | New | Q1 2026 | Jun 01, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 2,500 | 249 | 0.07% | 0.07% | 1804 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | New | 2,500 | 248 | 0.04% | — | 1806 | +2,500 | New | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | New | 2,500 | 248 | 0.08% | — | 1807 | +2,500 | New | Q1 2026 | May 21, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 2,500 | 248 | 0.02% | 0.02% | 1805 | -115 | -4.4% | Q1 2026 | May 13, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,491 | 247 | 0.0% | 0.01% | 1808 | -372 | -12.99% | Q1 2026 | Apr 16, 2026 |
| POTENTIA WEALTH | History | Reduced | 2,497 | 247 | 0.1% | 0.1% | 1810 | -309 | -11.01% | Q1 2026 | May 11, 2026 |
| Bank OZK | History | No change | 2,497 | 247 | 0.09% | 0.09% | 1809 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 2,484 | 246 | 0.02% | 0.02% | 1811 | -18 | -0.72% | Q1 2026 | May 19, 2026 |
| Steelhead Wealth Management LLC | History | New | 2,462 | 244 | 0.12% | — | 1812 | +2,462 | New | Q1 2026 | Jun 15, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 2,449 | 243 | 0.16% | 0.16% | 1813 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Reflection Asset Management | History | No change | 2,433 | 243 | 0.17% | 0.17% | 1814 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 2,429 | 241 | 0.01% | 0.01% | 1815 | -193 | -7.36% | Q1 2026 | Apr 20, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 2,437 | 241 | 0.05% | 0.05% | 1816 | -4 | -0.16% | Q1 2026 | May 21, 2026 |
| West Branch Capital LLC | History | No change | 2,430 | 241 | 0.06% | 0.06% | 1817 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 2,418 | 240 | 0.05% | 0.06% | 1820 | -676 | -21.85% | Q1 2026 | Apr 06, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 2,420 | 240 | 0.07% | 0.07% | 1821 | +117 | 5.08% | Q1 2026 | Aug 07, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 2,427 | 240 | 0.09% | 0.1% | 1819 | +16 | 0.66% | Q1 2026 | Apr 21, 2026 |
| WealthTrust Axiom LLC | History | No change | 2,423 | 240 | 0.06% | 0.06% | 1818 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aull & Monroe Investment Management Corp | History | New | 2,409 | 239 | 0.11% | — | 1823 | +2,409 | New | Q1 2026 | Apr 21, 2026 |
| Kings Path Partners LLC | History | Reduced | 2,416 | 239 | 0.08% | 0.09% | 1822 | -88 | -3.51% | Q1 2026 | Aug 20, 2026 |
| GC Wealth Management RIA, LLC | History | New | 2,402 | 238 | 0.01% | — | 1826 | +2,402 | New | Q1 2026 | May 14, 2026 |
| Essex Bank | History | Added to | 2,400 | 238 | 0.05% | 0.05% | 1825 | +70 | 3.0% | Q1 2026 | Apr 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 2,404 | 238 | 0.08% | 0.08% | 1824 | -3 | -0.12% | Q1 2026 | Apr 17, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 2,390 | 237 | 0.04% | 0.03% | 1828 | +153 | 6.84% | Q1 2026 | Apr 29, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 2,389 | 237 | 0.03% | 0.03% | 1827 | +61 | 2.62% | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 2,383 | 236 | 0.01% | 0.01% | 1829 | -311 | -11.54% | Q1 2026 | Apr 20, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 2,384 | 236 | 0.04% | 0.04% | 1832 | -163 | -6.4% | Q1 2026 | Apr 15, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 2,379 | 236 | 0.1% | 0.11% | 1830 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 2,381 | 236 | 0.14% | 0.12% | 1831 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FARMERS TRUST CO | History | New | 2,374 | 235 | 0.04% | — | 1837 | +2,374 | New | Q1 2026 | Apr 07, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | New | 2,373 | 235 | 0.28% | — | 1838 | +2,373 | New | Q1 2026 | Jul 13, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 2,370 | 235 | 0.09% | 0.11% | 1835 | -181 | -7.1% | Q1 2026 | Apr 22, 2026 |
| Old Port Advisors | History | Reduced | 2,373 | 235 | 0.05% | 0.06% | 1834 | -126 | -5.04% | Q1 2026 | Apr 06, 2026 |
| Independence Bank of Kentucky | History | Reduced | 2,370 | 235 | 0.03% | 0.03% | 1833 | -50 | -2.07% | Q1 2026 | Apr 30, 2026 |
| Ascent Advisors, LLC | History | Added to | 2,377 | 235 | 0.43% | 44.87% | 1836 | +44 | 1.89% | Q1 2026 | Apr 29, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 2,360 | 234 | 0.13% | 0.13% | 1839 | -22 | -0.92% | Q1 2026 | Apr 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 2,346 | 232 | 0.03% | 0.03% | 1841 | -101 | -4.13% | Q1 2026 | May 12, 2026 |
| Hills Bank & Trust Co | History | No change | 2,346 | 232 | 0.01% | 0.01% | 1840 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gradient Investments LLC | History | New | 2,331 | 231 | 0.0% | — | 1844 | +2,331 | New | Q1 2026 | Apr 13, 2026 |
| Rossmore Private Capital | History | Added to | 2,332 | 231 | 0.02% | 0.02% | 1843 | +300 | 14.76% | Q1 2026 | May 01, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 2,325 | 231 | 0.04% | 0.04% | 1842 | +261 | 12.65% | Q1 2026 | Apr 29, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 2,311 | 229 | 0.2% | 0.2% | 1846 | -3 | -0.13% | Q1 2026 | Apr 10, 2026 |
| Allied Investment Advisors, LLC | History | No change | 2,309 | 229 | 0.03% | 0.04% | 1845 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 2,298 | 228 | 0.07% | 0.32% | 1848 | -6,390 | -73.55% | Q1 2026 | May 08, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,302 | 228 | 0.02% | 0.03% | 1847 | -1,884 | -45.01% | Q1 2026 | Apr 10, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 2,289 | 227 | 0.11% | 3.75% | 1849 | -72,147 | -96.92% | Q1 2026 | Apr 22, 2026 |
| Leading Edge Financial Planning LLC | History | New | 2,293 | 227 | 0.05% | — | 1850 | +2,293 | New | Q1 2026 | May 12, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 2,283 | 226 | 0.03% | 0.04% | 1851 | -298 | -11.55% | Q1 2026 | Apr 23, 2026 |
| 10Elms LLP | History | New | 2,275 | 225 | 0.14% | — | 1854 | +2,275 | New | Q1 2026 | May 15, 2026 |
| Fortune Financial Advisors, LLC | History | New | 2,271 | 225 | 0.11% | — | 1853 | +2,271 | New | Q1 2026 | Apr 30, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 2,270 | 225 | 0.11% | 0.11% | 1852 | -456 | -16.73% | Q1 2026 | Jun 01, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 2,280 | 224 | 0.13% | 0.14% | 1856 | -70 | -2.98% | Q1 2026 | May 13, 2026 |
| Aspen Capital Management, LLC | History | Added to | 2,260 | 224 | 0.06% | 0.05% | 1857 | +31 | 1.39% | Q1 2026 | Apr 17, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 2,261 | 224 | 0.0% | 0.0% | 1855 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Certified Advisory Corp | History | Added to | 2,252 | 223 | 0.02% | 0.02% | 1858 | +1 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 2,247 | 222 | 0.01% | 0.01% | 1859 | -126 | -5.31% | Q1 2026 | Apr 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,231 | 221 | 0.13% | — | 1860 | +2,231 | New | Q1 2026 | May 12, 2026 |
| American Financial Advisors, LLC | History | Reduced | 2,217 | 220 | 0.03% | 0.03% | 1861 | -64 | -2.81% | Q1 2026 | May 13, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 2,215 | 219 | 0.03% | 0.03% | 1863 | -52 | -2.29% | Q1 2026 | May 14, 2026 |
| 3EDGE Asset Management, LP | History | No change | 2,213 | 219 | 0.01% | 0.01% | 1862 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Reduced | 2,196 | 217 | 0.01% | 0.04% | 1864 | -3,432 | -60.98% | Q1 2026 | Apr 28, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | New | 2,188 | 217 | 0.1% | — | 1869 | +2,188 | New | Q1 2026 | Apr 14, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 2,190 | 217 | 0.15% | 0.16% | 1868 | +142 | 6.93% | Q1 2026 | Apr 29, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 2,190 | 217 | 0.04% | 0.04% | 1867 | -11 | -0.5% | Q1 2026 | May 08, 2026 |
| Keystone Financial Group | History | Added to | 2,194 | 217 | 0.01% | 0.02% | 1866 | +4 | 0.18% | Q1 2026 | May 13, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 2,195 | 217 | 0.02% | 0.02% | 1865 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 2,178 | 216 | 0.05% | 0.07% | 1871 | -870 | -28.54% | Q1 2026 | Apr 15, 2026 |
| Essex LLC | History | Added to | 2,180 | 216 | 0.04% | 0.04% | 1870 | +82 | 3.91% | Q1 2026 | Apr 24, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 2,165 | 215 | 0.12% | 0.11% | 1873 | +103 | 5.0% | Q1 2026 | Apr 30, 2026 |
| OneAscent Wealth Management LLC | History | No change | 2,174 | 215 | 0.07% | 0.07% | 1872 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Benchmark Financial, LLC | History | New | 2,161 | 214 | 0.19% | — | 1876 | +2,161 | New | Q1 2026 | Apr 21, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 2,170 | 214 | 0.01% | 0.01% | 1875 | +22 | 1.02% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,144 | 214 | 0.01% | 0.01% | 1874 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 2,152 | 213 | 0.1% | 0.09% | 1877 | -190 | -8.11% | Q1 2026 | May 13, 2026 |
| ASL Financial, LLC | History | No change | 2,149 | 213 | 0.17% | 0.17% | 1878 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Invst, LLC | History | Reduced | 2,126 | 211 | 0.02% | 0.02% | 1880 | -87 | -3.93% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,118 | 211 | 0.0% | 0.0% | 1879 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AllGen Financial Advisors, Inc. | History | Reduced | 2,125 | 210 | 0.05% | 0.05% | 1883 | -43 | -1.98% | Q1 2026 | Jul 16, 2026 |
| Essex Financial Services, Inc. | History | Added to | 2,120 | 210 | 0.01% | 0.01% | 1881 | +2 | 0.09% | Q1 2026 | Apr 24, 2026 |
| New Capital Management LP | History | No change | 2,117 | 210 | 0.05% | 0.05% | 1882 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Aegis Wealth Management, Inc. | History | New | 2,107 | 209 | 0.16% | — | 1886 | +2,107 | New | Q1 2026 | Apr 20, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 2,113 | 209 | 0.16% | 0.23% | 1885 | -1,120 | -34.64% | Q1 2026 | Apr 17, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 2,112 | 209 | 0.15% | 0.16% | 1884 | -47 | -2.18% | Q1 2026 | May 07, 2026 |
| Williams Financial, LLC | History | New | 2,097 | 208 | 0.12% | — | 1890 | +2,097 | New | Q1 2026 | Apr 24, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 2,096 | 208 | 0.04% | 0.07% | 1889 | -1,809 | -46.33% | Q1 2026 | Apr 23, 2026 |
| NOVEM GROUP | History | Reduced | 2,097 | 208 | 0.02% | 0.03% | 1888 | -774 | -26.96% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Counsel, Inc | History | No change | 2,100 | 208 | 0.03% | 0.02% | 1887 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 2,086 | 207 | 0.05% | 0.24% | 1892 | -8,723 | -80.7% | Q1 2026 | May 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 2,095 | 207 | 0.04% | 0.05% | 1891 | +15 | 0.72% | Q1 2026 | Apr 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 2,089 | 207 | 0.14% | 0.14% | 1893 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | New | 2,075 | 206 | 0.05% | — | 1895 | +2,075 | New | Q1 2026 | May 05, 2026 |
| Convergence Financial, LLC | History | Reduced | 2,082 | 206 | 0.02% | 0.03% | 1894 | -38 | -1.79% | Q1 2026 | May 11, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 2,071 | 205 | 0.07% | 0.08% | 1898 | -48 | -2.27% | Q1 2026 | Apr 24, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 2,068 | 205 | 0.03% | 0.03% | 1896 | +12 | 0.58% | Q1 2026 | Apr 13, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 2,066 | 205 | 0.04% | 0.04% | 1897 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | New | 2,062 | 204 | 0.01% | — | 1901 | +2,062 | New | Q1 2026 | May 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 2,060 | 204 | 0.02% | 0.02% | 1899 | -392 | -15.99% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 2,055 | 204 | 0.03% | 0.03% | 1900 | +6 | 0.29% | Q1 2026 | May 08, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 2,052 | 203 | 0.11% | 0.16% | 1902 | -949 | -31.62% | Q1 2026 | May 04, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 2,037 | 202 | 0.02% | 0.02% | 1903 | -39 | -1.88% | Q1 2026 | May 06, 2026 |
| Keener Financial Planning LLC | History | Reduced | 2,028 | 201 | 0.08% | 0.09% | 1907 | -49 | -2.36% | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 2,026 | 201 | 0.02% | 0.02% | 1904 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 2,026 | 201 | 0.01% | 0.01% | 1905 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 2,028 | 201 | 0.05% | 0.05% | 1906 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Allegheny Financial Group | History | Reduced | 2,016 | 200 | 0.03% | 0.03% | 1908 | -56 | -2.7% | Q1 2026 | Apr 16, 2026 |
| Pacifica Partners Inc. | History | Added to | 2,012 | 199 | 0.07% | 0.06% | 1909 | +701 | 53.47% | Q1 2026 | Apr 09, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 2,007 | 199 | 0.09% | 0.1% | 1910 | -8 | -0.4% | Q1 2026 | Apr 24, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 1,993 | 197 | 0.07% | 0.07% | 1911 | +151 | 8.2% | Q1 2026 | Apr 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,963 | 194 | 0.04% | 0.07% | 1912 | -885 | -31.07% | Q1 2026 | May 15, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 1,940 | 192 | 0.02% | 0.02% | 1913 | -60 | -3.0% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,878 | 186 | 0.05% | — | 1914 | +1,878 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 1,838 | 182 | 0.06% | — | 1915 | +1,838 | New | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | New | 1,805 | 179 | 0.01% | — | 1916 | +1,805 | New | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,800 | 178 | 0.02% | 0.02% | 1917 | -111 | -5.81% | Q1 2026 | May 11, 2026 |
| Rice Partnership, LLC | History | No change | 1,769 | 175 | 0.02% | 0.02% | 1918 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CrossGen Wealth, LLC | History | Reduced | 1,745 | 173 | 0.15% | 0.25% | 1920 | -1,086 | -38.36% | Q1 2026 | Apr 22, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 1,744 | 173 | 0.08% | 0.09% | 1919 | +21 | 1.22% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,732 | 171 | 0.01% | 0.0% | 1921 | +1,692 | 4230.0% | Q1 2026 | Apr 24, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 1,701 | 169 | 0.05% | 0.05% | 1922 | +166 | 10.81% | Q1 2026 | May 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 1,698 | 168 | 0.01% | 0.01% | 1923 | +10 | 0.59% | Q1 2026 | May 15, 2026 |
| BankChampaign, National Association | History | Added to | 1,679 | 166 | 0.16% | 0.16% | 1925 | +1,574 | 1499.05% | Q1 2026 | May 21, 2026 |
| Richardson Capital Management LLC | History | No change | 1,681 | 166 | 0.08% | 0.08% | 1924 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bank of New Hampshire | History | No change | 1,655 | 164 | 0.04% | 0.04% | 1926 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,636 | 162 | 0.01% | 0.01% | 1927 | +63 | 4.01% | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 1,620 | 160 | 0.03% | 0.03% | 1929 | -6 | -0.37% | Q1 2026 | May 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,619 | 160 | 0.01% | 0.01% | 1928 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 1,595 | 158 | 0.02% | 0.02% | 1930 | +45 | 2.9% | Q1 2026 | Apr 17, 2026 |
| CNB Bank | History | Reduced | 1,574 | 156 | 0.07% | 0.07% | 1931 | -73 | -4.43% | Q1 2026 | May 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,563 | 155 | 0.0% | — | 1933 | +1,563 | New | Q1 2026 | May 08, 2026 |
| Crews Bank & Trust | History | Added to | 1,566 | 155 | 0.02% | 0.02% | 1932 | +103 | 7.04% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,553 | 154 | 0.08% | 0.08% | 1935 | +94 | 6.44% | Q1 2026 | May 15, 2026 |
| Friedenthal Financial | History | Added to | 1,552 | 154 | 0.08% | 0.08% | 1934 | +23 | 1.5% | Q1 2026 | Apr 20, 2026 |
| SHP Wealth Management | History | Added to | 1,530 | 151 | 0.01% | 0.0% | 1936 | +1,311 | 598.63% | Q1 2026 | May 08, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 1,514 | 150 | 0.01% | 0.01% | 1937 | -1,166 | -43.51% | Q1 2026 | May 06, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,496 | 148 | 0.06% | 0.04% | 1938 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,436 | 142 | 0.06% | 0.05% | 1939 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 1,434 | 142 | 0.11% | 0.11% | 1940 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,429 | 141 | 0.06% | 0.06% | 1941 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BAYBAN | History | No change | 1,426 | 141 | 0.12% | 0.13% | 1942 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,365 | 135 | 0.11% | 0.15% | 1943 | -735 | -35.0% | Q1 2026 | May 11, 2026 |
| Pioneer Family Office, LLC | History | No change | 1,309 | 129 | 0.08% | 0.09% | 1944 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,290 | 128 | 0.02% | 0.02% | 1945 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stephens Consulting, LLC | History | No change | 1,288 | 128 | 0.04% | 0.04% | 1946 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,267 | 125 | 0.06% | 0.06% | 1947 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | Added to | 1,251 | 124 | 0.04% | 0.01% | 1949 | +817 | 188.25% | Q1 2026 | May 22, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,259 | 124 | 0.04% | 0.04% | 1948 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | Added to | 1,211 | 120 | 0.01% | 0.0% | 1950 | +940 | 346.86% | Q1 2026 | May 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | New | 1,192 | 118 | 0.06% | — | 1953 | +1,192 | New | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,192 | 118 | 0.01% | 0.01% | 1952 | +8 | 0.68% | Q1 2026 | May 04, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1,197 | 118 | 0.01% | 0.01% | 1951 | -1 | -0.08% | Q1 2026 | May 06, 2026 |
| Joseph Group Capital Management | History | Added to | 1,126 | 111 | 0.03% | 0.03% | 1954 | +23 | 2.09% | Q1 2026 | May 08, 2026 |
| CoreFirst Bank & Trust | History | No change | 1,110 | 110 | 0.06% | 0.06% | 1955 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 1,107 | 109 | 0.01% | 0.05% | 1956 | -7,535 | -87.19% | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,099 | 109 | 0.01% | — | 1958 | +1,099 | New | Q1 2026 | May 11, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,100 | 109 | 0.0% | 0.0% | 1957 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CITY HOLDING CO | History | Reduced | 1,085 | 107 | 0.01% | 0.02% | 1959 | -387 | -26.29% | Q1 2026 | Apr 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,071 | 106 | 0.02% | 0.09% | 1960 | -2,610 | -70.9% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,057 | 105 | 0.03% | 0.03% | 1961 | +2 | 0.19% | Q1 2026 | May 01, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 1,038 | 103 | 0.05% | 0.05% | 1962 | -1 | -0.1% | Q1 2026 | Apr 22, 2026 |
| Nemes Rush Group LLC | History | No change | 1,044 | 103 | 0.01% | 0.01% | 1963 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 1,035 | 102 | 0.02% | 0.02% | 1964 | -29 | -2.73% | Q1 2026 | Apr 15, 2026 |
| Breakwater Investment Management | History | No change | 1,033 | 102 | 0.04% | 0.04% | 1965 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Networth Advisors, LLC | History | Reduced | 1,018 | 101 | 0.07% | 0.11% | 1968 | -539 | -34.62% | Q1 2026 | Apr 22, 2026 |
| Pflug Koory, LLC | History | Added to | 1,027 | 101 | 0.05% | 0.05% | 1967 | +15 | 1.48% | Q1 2026 | Apr 21, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,023 | 101 | 0.01% | 0.01% | 1966 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 1,016 | 100 | 0.0% | 0.02% | 1969 | -10,904 | -91.48% | Q1 2026 | Apr 07, 2026 |
| Archer Investment Corp | History | Added to | 999 | 99 | 0.02% | 0.02% | 1970 | +159 | 18.93% | Q1 2026 | May 04, 2026 |
| Mechanics Financial Corp | History | No change | 1,000 | 99 | 0.04% | 0.04% | 1971 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 988 | 98 | 0.01% | 0.01% | 1972 | -606 | -38.02% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 981 | 97 | 0.03% | 0.03% | 1973 | +101 | 11.48% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | Reduced | 970 | 96 | 0.02% | 0.05% | 1974 | -1,150 | -54.25% | Q1 2026 | May 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 977 | 96 | 0.07% | 0.07% | 1975 | +119 | 13.87% | Q1 2026 | Apr 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 965 | 95 | 0.0% | — | 1977 | +965 | New | Q1 2026 | May 07, 2026 |
| Bangor Savings Bank | History | No change | 960 | 95 | 0.01% | 0.01% | 1976 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 945 | 93 | 0.07% | 0.08% | 1978 | +100 | 11.83% | Q1 2026 | Apr 02, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 927 | 92 | 0.03% | 0.03% | 1979 | +161 | 21.02% | Q1 2026 | Apr 24, 2026 |
| Granite FO LLC | History | No change | 903 | 89 | 0.05% | 0.05% | 1980 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 897 | 89 | 0.02% | 0.03% | 1981 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 890 | 88 | 0.03% | 0.03% | 1982 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Winch Advisory Services, LLC | History | No change | 864 | 85 | 0.02% | 0.02% | 1983 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Boreal Capital Management LLC | History | Reduced | 800 | 79 | 0.06% | 0.26% | 1986 | -2,720 | -77.27% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 800 | 79 | 0.01% | 0.0% | 1984 | +145 | 22.14% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 805 | 79 | 0.02% | 0.02% | 1985 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kozak & Associates, Inc. | History | No change | 788 | 78 | 0.02% | 0.02% | 1987 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 771 | 76 | 0.06% | 0.06% | 1988 | +61 | 8.59% | Q1 2026 | May 01, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 757 | 75 | 0.01% | 0.01% | 1989 | -100 | -11.67% | Q1 2026 | Apr 16, 2026 |
| Dorato Capital Management | History | No change | 748 | 74 | 0.05% | 0.06% | 1990 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 735 | 72 | 0.11% | — | 1992 | +735 | New | Q1 2026 | May 04, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 735 | 72 | 0.02% | 0.02% | 1991 | -85 | -10.37% | Q1 2026 | Apr 22, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 719 | 71 | 0.05% | 0.08% | 1993 | -431 | -37.48% | Q1 2026 | Apr 07, 2026 |
| Forum Finance Group S.A. | History | New | 880 | 70 | 0.04% | — | 1994 | +880 | New | Q1 2026 | May 07, 2026 |
| Avalon Trust Co | History | New | 700 | 69 | 0.0% | — | 1996 | +700 | New | Q1 2026 | May 06, 2026 |
| Walsh & Associates, LLC | History | No change | 703 | 69 | 0.07% | 0.07% | 1995 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 650 | 64 | 0.02% | 0.02% | 1997 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vision Retirement, LLC | History | New | 627 | 62 | 0.02% | — | 1999 | +627 | New | Q1 2026 | May 07, 2026 |
| Activest Wealth Management | History | Added to | 629 | 62 | 0.01% | 0.01% | 1998 | +3 | 0.48% | Q1 2026 | Apr 15, 2026 |
| Vanguard National Trust Co | History | New | 618 | 61 | 0.0% | — | 2001 | +618 | New | Q1 2026 | May 08, 2026 |