AMERICAN CENTURY ETF TRUST - AVEM
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 28,676,652 | 2,310,764 | 0.17% | 0.11% | 1 | +8,908,264 | 45.06% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 18,815,997 | 1,516,193 | 7.33% | 8.08% | 2 | +371,678 | 2.02% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,125,536 | 1,299,395 | 0.35% | 0.36% | 3 | +513,640 | 3.29% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,889,366 | 796,885 | 1.18% | 1.13% | 4 | +261,955 | 2.72% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 7,988,347 | 643,701 | 0.04% | 0.03% | 5 | +2,328,676 | 41.15% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,265,536 | 585,456 | 0.11% | 0.08% | 6 | +1,589,807 | 28.01% | Q1 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,230,166 | 421,429 | 0.1% | 0.05% | 7 | +2,358,129 | 82.11% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,957,349 | 399,463 | 0.25% | 0.18% | 8 | +1,328,941 | 36.63% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 4,715,281 | 379,957 | 0.1% | 0.08% | 9 | +974,695 | 26.06% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,262,711 | 335,050 | 0.16% | 0.14% | 10 | +1,215,858 | 39.91% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 3,370,456 | 271,591 | 0.38% | 0.33% | 11 | +484,198 | 16.78% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,057,168 | 246,346 | 0.13% | 0.1% | 12 | +415,684 | 15.74% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,051,056 | 245,854 | 4.24% | 2.78% | 13 | +1,575,513 | 106.78% | Q1 2026 | May 11, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 2,383,157 | 192,034 | 1.63% | 1.45% | 14 | +37,960 | 1.62% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,329,760 | 187,732 | 0.11% | 0.09% | 15 | +131,390 | 5.98% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Added to | 2,158,636 | 173,942 | 1.59% | 1.43% | 16 | +82,545 | 3.98% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,075,447 | 167,239 | 0.05% | 0.03% | 17 | +797,601 | 62.42% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,936,252 | 156,025 | 0.23% | 0.2% | 18 | +170,413 | 9.65% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,888,950 | 152,211 | 1.49% | 1.69% | 19 | -356,245 | -15.87% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,878,025 | 151,331 | 0.16% | 0.19% | 20 | -369,005 | -16.42% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 1,868,208 | 150,540 | 0.16% | 0.14% | 21 | +219,618 | 13.32% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,833,494 | 147,742 | 0.41% | 0.37% | 22 | -138,677 | -7.03% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 1,712,397 | 147,015 | 0.16% | 0.15% | 23 | -25,942 | -1.49% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 1,533,037 | 123,532 | 2.31% | 3.1% | 24 | -573,396 | -27.22% | Q1 2026 | Apr 16, 2026 |
| BOKF, NA | History | Added to | 1,527,156 | 123,058 | 1.88% | 1.7% | 25 | +81,005 | 5.6% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,480,792 | 119,322 | 0.09% | 0.07% | 26 | +207,864 | 16.33% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,413,917 | 109,974 | 0.01% | 0.01% | 27 | +106,619 | 8.16% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,220,939 | 98,383 | 1.41% | — | 28 | +1,220,939 | New | Q1 2026 | Apr 10, 2026 |
| MASECO LLP | History | New | 1,160,605 | 93,504 | 2.93% | — | 29 | +1,160,605 | New | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,147,859 | 92,494 | 1.43% | 1.21% | 30 | +374,341 | 48.39% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Added to | 1,143,476 | 92,141 | 1.43% | 1.35% | 31 | +38,107 | 3.45% | Q1 2026 | Apr 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,111,049 | 90,306 | 1.55% | 1.24% | 32 | +227,657 | 25.77% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,112,156 | 89,617 | 0.01% | 0.01% | 33 | +94,365 | 9.27% | Q1 2026 | May 05, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 1,076,937 | 86,779 | 2.38% | 2.39% | 34 | -31,962 | -2.88% | Q1 2026 | May 04, 2026 |
| Oak Root LLC | History | No change | 1,075,466 | 86,661 | 10.57% | 10.01% | 35 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 1,065,665 | 86,415 | 3.19% | 2.84% | 36 | +835,276 | 362.55% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 960,152 | 86,327 | 1.28% | 1.3% | 37 | +105,575 | 12.35% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,062,318 | 85,601 | 0.03% | 0.04% | 38 | -539,466 | -33.68% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,060,539 | 85,458 | 0.55% | 0.52% | 39 | +18,197 | 1.75% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,025,958 | 82,566 | 0.12% | 0.1% | 40 | +24,524 | 2.45% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 960,951 | 77,433 | 0.11% | 0.1% | 41 | +5,691 | 0.6% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 919,579 | 74,099 | 0.05% | 0.05% | 42 | -54,718 | -5.62% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 884,346 | 71,260 | 1.29% | 1.28% | 43 | +18,433 | 2.13% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 879,709 | 70,886 | 0.13% | 0.16% | 44 | +243,963 | 38.37% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 862,929 | 69,534 | 0.3% | 0.28% | 45 | -13,356 | -1.52% | Q1 2026 | May 15, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 829,341 | 66,828 | 5.27% | 5.42% | 46 | -27,068 | -3.16% | Q1 2026 | May 01, 2026 |
| Midwest Trust Co | History | Reduced | 767,587 | 61,852 | 0.77% | 0.74% | 47 | -5,873 | -0.76% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 760,155 | 61,253 | 1.1% | 0.06% | 48 | +716,830 | 1654.54% | Q1 2026 | Jun 02, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 754,863 | 61,136 | 4.12% | 4.12% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 756,001 | 60,918 | 0.7% | — | 50 | +756,001 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 748,163 | 60,810 | 0.57% | 0.49% | 51 | +152,215 | 25.54% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 733,280 | 59,087 | 0.16% | 0.13% | 52 | +132,102 | 21.97% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 722,130 | 58,189 | 0.08% | 0.04% | 53 | +295,256 | 69.17% | Q1 2026 | Apr 27, 2026 |
| ATWOOD & PALMER INC | History | Added to | 671,428 | 54,103 | 3.05% | 2.91% | 54 | +7,005 | 1.05% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 664,595 | 53,553 | 0.0% | 0.0% | 55 | +25,671 | 4.02% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 619,622 | 50,393 | 3.04% | 2.96% | 56 | -15,719 | -2.47% | Q1 2026 | Apr 07, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 619,902 | 49,951 | 7.03% | 7.14% | 57 | -21,637 | -3.37% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 606,919 | 48,906 | 0.38% | 0.37% | 58 | +34,750 | 6.07% | Q1 2026 | Apr 07, 2026 |
| Falcon Wealth Planning | History | New | 600,510 | 48,389 | 3.3% | — | 59 | +600,510 | New | Q1 2026 | Apr 20, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 576,945 | 46,490 | 3.82% | 3.52% | 60 | +27,407 | 4.99% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 572,766 | 46,153 | 3.14% | 3.09% | 61 | -9,851 | -1.69% | Q1 2026 | May 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 570,400 | 45,962 | 2.59% | 2.88% | 62 | +15,455 | 2.78% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 564,241 | 45,466 | 0.93% | 0.81% | 63 | +34,485 | 6.51% | Q1 2026 | May 15, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 546,043 | 44,000 | 3.15% | 3.05% | 64 | +15,385 | 2.9% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 542,778 | 43,727 | 0.44% | 0.43% | 65 | +82,523 | 17.93% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 541,262 | 43,614 | 0.01% | 0.01% | 66 | +79,365 | 17.18% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 528,977 | 42,624 | 0.01% | 0.0% | 67 | +318,588 | 151.43% | Q1 2026 | May 05, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 521,207 | 41,999 | 2.17% | 2.19% | 68 | -12,037 | -2.26% | Q1 2026 | Apr 21, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 516,850 | 41,647 | 6.76% | 6.49% | 69 | -6,565 | -1.25% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 512,926 | 41,331 | 0.67% | 0.66% | 70 | +15,457 | 3.11% | Q1 2026 | Apr 22, 2026 |
| Financial Plan, Inc. | History | Added to | 506,092 | 40,780 | 4.37% | 4.18% | 71 | +32,981 | 6.97% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 499,441 | 40,244 | 0.19% | 0.18% | 72 | +6,180 | 1.25% | Q1 2026 | Apr 24, 2026 |
| McLean Asset Management Corp | History | Added to | 491,761 | 39,626 | 6.93% | 6.75% | 73 | +26,541 | 5.71% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 491,750 | 39,625 | 1.66% | — | 74 | +491,750 | New | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 490,632 | 39,535 | 0.34% | 0.29% | 75 | -17,776 | -3.5% | Q1 2026 | May 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 465,309 | 37,494 | 9.91% | 9.53% | 76 | +10,704 | 2.35% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 462,739 | 37,287 | 0.87% | 0.91% | 77 | -21,076 | -4.36% | Q1 2026 | May 15, 2026 |
| Truepoint, Inc. | History | Reduced | 455,472 | 36,701 | 0.82% | 0.79% | 78 | -2,569 | -0.56% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 453,616 | 36,552 | 0.19% | 0.25% | 79 | -10,781 | -2.32% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 433,034 | 34,893 | 1.34% | 1.34% | 80 | -768 | -0.18% | Q1 2026 | Apr 28, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 410,855 | 33,106 | 4.72% | 4.8% | 81 | -24,466 | -5.62% | Q1 2026 | Apr 15, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 410,546 | 33,081 | 6.41% | 6.04% | 82 | +5,248 | 1.29% | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 399,267 | 32,172 | 5.46% | 5.28% | 83 | -9,215 | -2.26% | Q1 2026 | May 06, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 386,797 | 31,168 | 2.6% | 2.63% | 84 | -20,628 | -5.06% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 380,953 | 30,697 | 3.03% | 3.77% | 85 | -9,367 | -2.4% | Q1 2026 | Apr 06, 2026 |
| Compound Planning, Inc. | History | Reduced | 368,308 | 29,678 | 0.91% | 0.83% | 86 | -992 | -0.27% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 354,608 | 28,574 | 0.8% | 0.47% | 87 | +119,777 | 51.01% | Q1 2026 | Apr 28, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 352,831 | 28,431 | 3.19% | 3.11% | 88 | -6,200 | -1.73% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 351,811 | 28,348 | 0.66% | 1.15% | 89 | -262,706 | -42.75% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 350,656 | 28,255 | 0.03% | 0.03% | 90 | +71,383 | 25.56% | Q1 2026 | May 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 346,311 | 27,905 | 1.31% | 0.8% | 91 | +130,960 | 60.81% | Q1 2026 | May 15, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 336,701 | 27,131 | 7.23% | 7.06% | 92 | +19,940 | 6.29% | Q1 2026 | May 14, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 335,823 | 27,060 | 3.56% | 3.69% | 93 | -8,806 | -2.56% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 321,765 | 25,927 | 0.33% | 0.22% | 94 | +129,307 | 67.19% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 320,134 | 25,796 | 3.89% | 3.78% | 95 | +2,499 | 0.79% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 317,311 | 25,548 | 0.05% | 0.03% | 96 | +92,245 | 40.99% | Q1 2026 | May 01, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 290,077 | 24,935 | 2.24% | — | 97 | +290,077 | New | Q1 2026 | Apr 29, 2026 |
| ACT Advisors, LLC. | History | Added to | 307,985 | 24,817 | 10.55% | 9.34% | 98 | +477 | 0.16% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 303,282 | 24,438 | 0.39% | 0.3% | 99 | +130,491 | 75.52% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 302,901 | 24,435 | 0.05% | 0.03% | 100 | +33,630 | 12.49% | Q1 2026 | Apr 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 300,787 | 23,166 | 1.72% | 1.72% | 101 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 284,682 | 22,939 | 1.3% | 1.14% | 102 | +36,007 | 14.48% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 278,361 | 22,430 | 0.04% | 0.04% | 103 | +23,450 | 9.2% | Q1 2026 | May 14, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 277,692 | 22,376 | 4.18% | 4.57% | 104 | -39,067 | -12.33% | Q1 2026 | May 05, 2026 |
| High Probability Advisors, LLC | History | Reduced | 275,318 | 22,185 | 2.84% | 3.0% | 105 | -16,521 | -5.66% | Q1 2026 | Apr 10, 2026 |
| VeraBank, N.A. | History | Added to | 274,715 | 22,136 | 4.05% | 3.77% | 106 | +5,362 | 1.99% | Q1 2026 | May 11, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 263,143 | 21,204 | 9.0% | 8.32% | 107 | +29,302 | 12.53% | Q1 2026 | Apr 13, 2026 |
| B&D White Capital Company, LLC | History | Added to | 258,639 | 20,841 | 2.58% | 1.47% | 108 | +94,012 | 57.11% | Q1 2026 | May 13, 2026 |
| WJ Interests, LLC | History | Added to | 258,181 | 20,804 | 7.99% | 8.31% | 109 | +7,378 | 2.94% | Q1 2026 | Apr 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 257,044 | 20,712 | 0.58% | 0.54% | 110 | +6,786 | 2.71% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 254,834 | 20,534 | 0.56% | 0.51% | 111 | -3,473 | -1.34% | Q1 2026 | Apr 13, 2026 |
| CGN Advisors LLC | History | Reduced | 254,769 | 20,529 | 1.62% | 1.6% | 112 | -6,899 | -2.64% | Q1 2026 | Apr 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 253,291 | 20,410 | 0.49% | 0.48% | 113 | +11,525 | 4.77% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 251,399 | 20,257 | 0.08% | 0.08% | 114 | -2,862 | -1.13% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 249,118 | 20,073 | 0.07% | 0.06% | 115 | +44,395 | 21.69% | Q1 2026 | Jun 02, 2026 |
| Buttonwood Financial Group, LLC | History | New | 249,088 | 20,071 | 12.35% | — | 116 | +249,088 | New | Q1 2026 | Apr 15, 2026 |
| Concord Wealth Partners | History | Added to | 248,102 | 19,992 | 2.59% | 2.43% | 117 | +5,491 | 2.26% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 247,799 | 19,967 | 0.16% | 0.01% | 118 | +231,685 | 1437.79% | Q1 2026 | May 11, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 240,390 | 19,370 | 2.3% | 2.18% | 119 | -4,034 | -1.65% | Q1 2026 | Apr 21, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 238,741 | 19,237 | 3.25% | 3.05% | 120 | +9,811 | 4.29% | Q1 2026 | May 01, 2026 |
| Fonville Wealth Management LLC | History | Added to | 237,596 | 19,145 | 3.64% | 3.56% | 121 | +11,211 | 4.95% | Q1 2026 | Apr 20, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 234,592 | 18,903 | 5.79% | 5.6% | 122 | -3,043 | -1.28% | Q1 2026 | May 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 234,314 | 18,880 | 1.0% | 1.03% | 123 | -8,814 | -3.63% | Q1 2026 | Apr 27, 2026 |
| REAP Financial Group, LLC | History | Added to | 229,933 | 18,528 | 3.66% | 3.29% | 124 | +19,395 | 9.21% | Q1 2026 | May 11, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 228,371 | 18,402 | 2.54% | 3.3% | 125 | -86,790 | -27.54% | Q1 2026 | Apr 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 226,956 | 18,288 | 2.41% | 2.13% | 126 | +28,224 | 14.2% | Q1 2026 | Apr 28, 2026 |
| Sunburst Financial Group, LLC | History | New | 226,497 | 18,251 | 3.36% | — | 127 | +226,497 | New | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 224,307 | 18,074 | 0.0% | 0.0% | 128 | -58,015 | -20.55% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | Added to | 220,279 | 17,750 | 1.59% | 1.5% | 129 | +7,721 | 3.63% | Q1 2026 | May 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 217,908 | 17,559 | 0.22% | 0.22% | 130 | -96 | -0.04% | Q1 2026 | May 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 217,835 | 17,553 | 1.92% | 1.85% | 131 | -4,814 | -2.16% | Q1 2026 | Apr 23, 2026 |
| Plancorp, LLC | History | Added to | 199,131 | 17,117 | 0.49% | 0.46% | 132 | +413 | 0.21% | Q1 2026 | Apr 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 212,186 | 17,097 | 0.95% | 1.13% | 133 | -17,792 | -7.74% | Q1 2026 | Apr 29, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 212,103 | 17,091 | 1.77% | 1.16% | 134 | +67,983 | 47.17% | Q1 2026 | Apr 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 206,652 | 16,652 | 3.28% | 3.14% | 135 | +13,701 | 7.1% | Q1 2026 | Apr 20, 2026 |
| BSW Wealth Partners | History | Reduced | 206,501 | 16,639 | 2.03% | 1.93% | 136 | -2,167 | -1.04% | Q1 2026 | Apr 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 203,546 | 16,401 | 0.74% | 0.67% | 137 | +7,629 | 3.89% | Q1 2026 | Apr 21, 2026 |
| Stewardship Advisors, LLC | History | Added to | 200,569 | 16,161 | 3.71% | 0.07% | 138 | +196,722 | 5113.65% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Planning, Inc. | History | New | 351,728 | 16,054 | 9.39% | — | 139 | +351,728 | New | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 198,930 | 16,029 | 0.12% | 0.1% | 140 | +41,791 | 26.59% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 198,408 | 15,987 | 0.17% | — | 141 | +198,408 | New | Q1 2026 | Apr 20, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 198,200 | 15,970 | 4.57% | 4.43% | 142 | +250 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 197,530 | 15,916 | 2.22% | — | 143 | +197,530 | New | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 192,446 | 15,546 | 0.08% | 0.05% | 144 | +63,417 | 49.15% | Q1 2026 | May 15, 2026 |
| LIBRA WEALTH LLC | History | Added to | 191,780 | 15,453 | 4.35% | 4.1% | 145 | +1,511 | 0.79% | Q1 2026 | Apr 28, 2026 |
| Opus Capital Group, LLC | History | Reduced | 190,591 | 15,358 | 1.65% | 1.6% | 146 | -1,349 | -0.7% | Q1 2026 | Apr 30, 2026 |
| Syntegra Private Wealth Group, LLC | History | New | 189,784 | 15,292 | 1.45% | — | 147 | +189,784 | New | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Added to | 189,270 | 15,252 | 0.4% | 0.08% | 148 | +151,235 | 397.62% | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 186,566 | 15,033 | 2.75% | 2.62% | 149 | +847 | 0.46% | Q1 2026 | May 06, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 184,315 | 14,852 | 6.02% | 5.97% | 150 | +7,942 | 4.5% | Q1 2026 | Apr 30, 2026 |
| Burton Enright Welch | History | Reduced | 183,982 | 14,825 | 2.02% | 2.08% | 151 | -7,910 | -4.12% | Q1 2026 | May 01, 2026 |
| Scarborough Advisors, LLC | History | Added to | 179,829 | 14,490 | 1.59% | 0.0% | 152 | +179,747 | 219203.66% | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Reduced | 179,470 | 14,461 | 0.81% | 0.9% | 153 | -23,302 | -11.49% | Q1 2026 | Apr 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 178,253 | 14,363 | 0.17% | 0.16% | 154 | -29 | -0.02% | Q1 2026 | May 06, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 176,429 | 14,216 | 3.6% | — | 155 | +176,429 | New | Q1 2026 | May 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 175,969 | 14,179 | 1.73% | 1.58% | 156 | +13,893 | 8.57% | Q1 2026 | Apr 23, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 175,859 | 14,170 | 1.77% | 1.83% | 157 | +3,322 | 1.93% | Q1 2026 | Apr 16, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 174,958 | 14,098 | 1.54% | 1.75% | 158 | -8,673 | -4.72% | Q1 2026 | May 11, 2026 |
| HORAN Wealth, LLC | History | New | 174,623 | 14,071 | 1.34% | — | 159 | +174,623 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 173,224 | 13,958 | 0.06% | 0.04% | 160 | +41,544 | 31.55% | Q1 2026 | May 14, 2026 |
| ERn Financial, LLC | History | Added to | 172,723 | 13,918 | 2.62% | 2.42% | 161 | +5,699 | 3.41% | Q1 2026 | Apr 24, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 155,309 | 13,898 | 1.91% | 1.43% | 162 | +31,959 | 25.91% | Q1 2026 | Apr 28, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 166,412 | 13,409 | 1.48% | 1.53% | 163 | -763 | -0.46% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 165,605 | 13,344 | 0.22% | 0.04% | 164 | +131,469 | 385.13% | Q1 2026 | Apr 27, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 165,381 | 13,326 | 6.77% | 6.7% | 165 | +2,495 | 1.53% | Q1 2026 | May 15, 2026 |
| Team Hewins, LLC | History | Reduced | 164,052 | 13,219 | 3.93% | 4.17% | 166 | -3,871 | -2.31% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 160,483 | 12,931 | 0.5% | 0.6% | 167 | +90,458 | 129.18% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 160,126 | 12,902 | 0.41% | 0.52% | 168 | -44,037 | -21.57% | Q1 2026 | May 15, 2026 |
| Invariant Investment Management | History | Added to | 148,404 | 12,710 | 7.82% | 6.05% | 169 | +30,195 | 25.54% | Q1 2026 | Apr 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 156,443 | 12,606 | 1.01% | 1.0% | 170 | -1,161 | -0.74% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Added to | 155,471 | 12,527 | 1.11% | 1.2% | 171 | +11,662 | 8.11% | Q1 2026 | Apr 30, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 154,452 | 12,445 | 5.86% | 5.67% | 172 | -8,027 | -4.94% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 153,790 | 12,392 | 0.09% | 0.09% | 173 | -739 | -0.48% | Q1 2026 | Apr 14, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 136,587 | 12,365 | 5.17% | 3.17% | 174 | +54,612 | 66.62% | Q1 2026 | May 04, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 153,015 | 12,329 | 2.22% | 2.14% | 175 | +4,603 | 3.1% | Q1 2026 | May 06, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 155,627 | 12,230 | 1.62% | 0.34% | 176 | +122,610 | 371.35% | Q1 2026 | Apr 30, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 151,262 | 12,188 | 1.32% | 0.03% | 177 | +147,633 | 4068.15% | Q1 2026 | May 12, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 151,258 | 12,188 | 6.61% | 6.52% | 178 | +1,952 | 1.31% | Q1 2026 | Apr 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 149,597 | 12,055 | 0.02% | 0.01% | 179 | +53,286 | 55.33% | Q1 2026 | May 13, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 148,030 | 11,928 | 5.45% | 5.19% | 180 | +5,827 | 4.1% | Q1 2026 | Apr 20, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 144,582 | 11,650 | 3.33% | 3.23% | 181 | +1,512 | 1.06% | Q1 2026 | Apr 28, 2026 |
| Blue Edge Capital, LLC | History | New | 143,381 | 11,553 | 1.53% | — | 182 | +143,381 | New | Q1 2026 | Jun 02, 2026 |
| ABLE Financial Group, LLC | History | Added to | 140,791 | 11,344 | 2.22% | 1.87% | 183 | +21,549 | 18.07% | Q1 2026 | Apr 20, 2026 |
| Prosperity Planning, Inc. | History | Added to | 140,643 | 11,333 | 2.87% | 2.78% | 184 | +2,645 | 1.92% | Q1 2026 | Apr 10, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 139,226 | 11,218 | 4.4% | 4.16% | 185 | +2,447 | 1.79% | Q1 2026 | Apr 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 137,310 | 11,064 | 1.79% | 1.75% | 186 | +5,599 | 4.25% | Q1 2026 | Apr 29, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 135,608 | 10,927 | 0.78% | 0.51% | 187 | +43,646 | 47.46% | Q1 2026 | May 06, 2026 |
| Mason & Associates Inc | History | Added to | 140,088 | 10,896 | 2.11% | 1.91% | 188 | +8,342 | 6.33% | Q1 2026 | Apr 30, 2026 |
| Echo Wealth Management, LLC | History | Added to | 134,959 | 10,874 | 6.26% | 4.6% | 189 | +32,771 | 32.07% | Q1 2026 | Apr 21, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 133,328 | 10,743 | 1.61% | 1.65% | 190 | -2,416 | -1.78% | Q1 2026 | Apr 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 132,593 | 10,684 | 3.84% | 4.68% | 191 | -36,631 | -21.65% | Q1 2026 | May 13, 2026 |
| Freedom Financial Partners LLC | History | Added to | 132,570 | 10,682 | 3.8% | 3.61% | 192 | +3,646 | 2.83% | Q1 2026 | Apr 16, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 132,225 | 10,655 | 2.99% | 3.05% | 193 | -125,332 | -48.66% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 132,177 | 10,651 | 0.03% | 0.02% | 194 | +32,855 | 33.08% | Q1 2026 | Apr 30, 2026 |
| Great Diamond Partners, LLC | History | Added to | 132,028 | 10,638 | 2.05% | 1.73% | 195 | +15,590 | 13.39% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Added to | 131,317 | 10,581 | 0.95% | 0.87% | 196 | +6,787 | 5.45% | Q1 2026 | Apr 17, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 130,901 | 10,548 | 4.19% | 2.44% | 197 | +45,602 | 53.46% | Q1 2026 | Apr 14, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 130,195 | 10,491 | 6.16% | 6.16% | 198 | +1,200 | 0.93% | Q1 2026 | Apr 21, 2026 |
| Verum Partners LLC | History | New | 129,644 | 10,446 | 1.98% | — | 199 | +129,644 | New | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 127,901 | 10,306 | 0.01% | 0.01% | 200 | -9,921 | -7.2% | Q1 2026 | May 12, 2026 |
| SOL Capital Management CO | History | Added to | 169,416 | 10,256 | 4.98% | 0.19% | 201 | +142,629 | 532.46% | Q1 2026 | Apr 24, 2026 |
| Torren Management, LLC | History | Reduced | 126,171 | 10,166 | 5.06% | 5.67% | 202 | -17,927 | -12.44% | Q1 2026 | Apr 30, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 126,063 | 10,158 | 5.58% | 5.38% | 203 | +4,448 | 3.66% | Q1 2026 | Apr 21, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 125,276 | 10,094 | 1.13% | 1.13% | 204 | -6,510 | -4.94% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | New | 125,105 | 10,080 | 0.73% | — | 205 | +125,105 | New | Q1 2026 | May 07, 2026 |
| One Wealth Advisors, LLC | History | Added to | 124,387 | 10,023 | 1.25% | 0.97% | 206 | +20,919 | 20.22% | Q1 2026 | Apr 21, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 123,608 | 9,960 | 1.23% | 1.17% | 207 | +3,882 | 3.24% | Q1 2026 | May 08, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 123,355 | 9,939 | 0.82% | 0.81% | 208 | +2,921 | 2.43% | Q1 2026 | May 05, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 122,890 | 9,902 | 1.27% | 1.24% | 209 | +7,507 | 6.51% | Q1 2026 | Apr 17, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 121,494 | 9,789 | 2.92% | 2.94% | 210 | -456 | -0.37% | Q1 2026 | May 14, 2026 |
| Hamilton Point Investment Advisors, LLC | History | New | 119,980 | 9,667 | 1.49% | — | 211 | +119,980 | New | Q1 2026 | May 06, 2026 |
| EWA, LLC | History | New | 118,153 | 9,520 | 2.16% | — | 212 | +118,153 | New | Q1 2026 | Apr 23, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 117,280 | 9,450 | 4.65% | 3.16% | 213 | +37,901 | 47.75% | Q1 2026 | Apr 17, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 116,188 | 9,362 | 1.14% | — | 214 | +116,188 | New | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 106,066 | 9,333 | 0.6% | — | 215 | +106,066 | New | Q1 2026 | Apr 22, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 103,313 | 9,288 | 0.64% | 0.52% | 216 | +10,978 | 11.89% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 117,779 | 9,247 | 0.06% | 0.02% | 217 | +72,474 | 159.97% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 114,201 | 9,202 | 2.27% | 1.82% | 218 | +13,463 | 13.36% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 111,150 | 8,956 | 2.11% | 1.44% | 219 | +36,098 | 48.1% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 111,066 | 8,949 | 0.21% | 0.15% | 220 | +29,043 | 35.41% | Q1 2026 | May 11, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 110,805 | 8,928 | 1.03% | 0.96% | 221 | -10,115 | -8.37% | Q1 2026 | May 01, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 110,752 | 8,924 | 2.28% | 1.86% | 222 | +18,897 | 20.57% | Q1 2026 | Apr 17, 2026 |
| BetterWealth, LLC | History | Added to | 109,104 | 8,791 | 1.72% | 1.91% | 223 | +432 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Stonebrook Private Inc. | History | Added to | 108,371 | 8,732 | 1.86% | 1.7% | 224 | +3,041 | 2.89% | Q1 2026 | May 11, 2026 |
| Carrera Capital Advisors | History | Added to | 106,735 | 8,600 | 1.32% | 1.29% | 225 | +7,348 | 7.39% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 106,478 | 8,580 | 0.0% | 0.0% | 226 | +26,227 | 32.68% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 106,059 | 8,546 | 3.06% | 2.81% | 227 | +2,858 | 2.77% | Q1 2026 | Apr 14, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 105,965 | 8,538 | 1.19% | 1.02% | 228 | +6,654 | 6.7% | Q1 2026 | Apr 13, 2026 |
| Disciplina Capital Management LLC | History | Reduced | 105,563 | 8,506 | 0.9% | 0.94% | 229 | -1,556 | -1.45% | Q1 2026 | May 07, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 105,148 | 8,472 | 2.24% | 2.17% | 230 | +3,729 | 3.68% | Q1 2026 | Apr 21, 2026 |
| True North Advisors, LLC | History | New | 104,579 | 8,426 | 0.96% | — | 231 | +104,579 | New | Q1 2026 | May 07, 2026 |
| Cooper Financial Group | History | Added to | 104,351 | 8,408 | 0.85% | 0.77% | 232 | +10,697 | 11.42% | Q1 2026 | Apr 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 103,999 | 8,380 | 1.89% | 1.87% | 233 | -1,666 | -1.58% | Q1 2026 | Apr 02, 2026 |
| CURIO WEALTH, LLC | History | Added to | 102,744 | 8,279 | 2.83% | 2.55% | 234 | +9,122 | 9.74% | Q1 2026 | May 11, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 102,734 | 8,278 | 3.45% | 3.47% | 235 | -6,731 | -6.15% | Q1 2026 | Apr 23, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 102,417 | 8,252 | 6.9% | 6.44% | 236 | +2,958 | 2.97% | Q1 2026 | May 08, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 101,429 | 8,173 | 3.75% | 2.45% | 237 | +11,146 | 12.35% | Q1 2026 | May 05, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 100,488 | 8,097 | 2.73% | 2.6% | 238 | +6,048 | 6.4% | Q1 2026 | May 08, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 85,004 | 8,065 | 0.48% | 0.46% | 239 | -2,548 | -2.91% | Q1 2026 | May 14, 2026 |
| Hudson Capital Management LLC | History | New | 99,128 | 7,987 | 2.06% | — | 240 | +99,128 | New | Q1 2026 | Apr 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 99,000 | 7,977 | 5.18% | 5.03% | 241 | -2,306 | -2.28% | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 98,406 | 7,929 | 0.16% | 0.1% | 242 | +31,383 | 46.82% | Q1 2026 | Apr 17, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 98,386 | 7,927 | 2.49% | 2.35% | 243 | -7 | -0.01% | Q1 2026 | Apr 06, 2026 |
| Legacy CG, LLC | History | Added to | 97,363 | 7,845 | 2.18% | 1.68% | 244 | +19,359 | 24.82% | Q1 2026 | May 05, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 96,512 | 7,776 | 1.67% | 1.61% | 245 | +574 | 0.6% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 95,800 | 7,719 | 0.45% | 0.43% | 246 | +627 | 0.66% | Q1 2026 | Apr 29, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 94,398 | 7,606 | 1.31% | 1.09% | 247 | +10,327 | 12.28% | Q1 2026 | May 13, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 93,291 | 7,517 | 3.3% | 3.33% | 248 | +37 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Haven Private, LLC | History | Added to | 93,215 | 7,511 | 3.27% | 3.11% | 249 | +1,065 | 1.16% | Q1 2026 | May 05, 2026 |
| Align Financial, LLC | History | Reduced | 93,158 | 7,506 | 4.27% | 3.98% | 250 | -6,765,156 | -98.64% | Q1 2026 | May 08, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 92,881 | 7,484 | 0.97% | 0.84% | 251 | +7,955 | 9.37% | Q1 2026 | May 07, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 92,366 | 7,442 | 3.62% | 3.57% | 252 | +528 | 0.57% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 92,143 | 7,424 | 0.06% | 0.07% | 253 | -21,369 | -18.83% | Q1 2026 | Apr 15, 2026 |
| Flagstone Financial Management | History | Reduced | 92,032 | 7,415 | 1.84% | 1.87% | 254 | -2,672 | -2.82% | Q1 2026 | Apr 27, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 91,196 | 7,348 | 1.42% | 1.03% | 255 | +1,876 | 2.1% | Q1 2026 | Apr 29, 2026 |
| MAI Capital Management | History | Added to | 89,078 | 7,177 | 0.04% | 0.03% | 256 | +22,724 | 34.25% | Q1 2026 | May 15, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 88,967 | 7,168 | 2.88% | 2.82% | 257 | -629 | -0.7% | Q1 2026 | Apr 20, 2026 |
| CROBAN | History | Added to | 87,450 | 7,046 | 3.31% | 3.13% | 258 | +2,990 | 3.54% | Q1 2026 | May 12, 2026 |
| Avant Financial Advisors LLC | History | Added to | 86,316 | 6,955 | 4.89% | 4.61% | 259 | +3,004 | 3.61% | Q1 2026 | Apr 23, 2026 |
| Broadway Wealth Solutions, Inc. | History | Reduced | 86,094 | 6,937 | 3.59% | 3.56% | 260 | -558 | -0.64% | Q1 2026 | Apr 21, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 89,654 | 6,905 | 1.64% | 1.64% | 261 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GeoWealth Management, LLC | History | Reduced | 85,645 | 6,901 | 0.25% | 0.24% | 262 | -184 | -0.21% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 83,999 | 6,768 | 0.88% | — | 263 | +83,999 | New | Q1 2026 | Apr 13, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 83,826 | 6,754 | 5.31% | 4.98% | 264 | +5,602 | 7.16% | Q1 2026 | May 05, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 82,771 | 6,669 | 1.08% | — | 265 | +82,771 | New | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 82,676 | 6,662 | 0.01% | 0.01% | 266 | +10,109 | 13.93% | Q1 2026 | May 15, 2026 |
| Sylvest Advisors, LLC | History | Reduced | 82,444 | 6,643 | 3.53% | 3.95% | 267 | -13,816 | -14.35% | Q1 2026 | Apr 22, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 82,310 | 6,632 | 0.4% | 0.4% | 268 | -1,751 | -2.08% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | New | 81,914 | 6,600 | 0.08% | — | 269 | +81,914 | New | Q1 2026 | Apr 28, 2026 |
| REDW Wealth LLC | History | Added to | 81,162 | 6,540 | 2.61% | 2.11% | 270 | +9,402 | 13.1% | Q1 2026 | May 07, 2026 |
| Telos Capital Management, Inc. | History | Added to | 80,940 | 6,522 | 0.62% | 0.53% | 271 | +6,605 | 8.89% | Q1 2026 | Apr 16, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 80,103 | 6,454 | 2.46% | 2.43% | 272 | -741 | -0.92% | Q1 2026 | Apr 15, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 210,453 | 6,433 | 4.29% | 3.91% | 273 | +137,826 | 189.77% | Q1 2026 | Apr 21, 2026 |
| EnRich Financial Partners LLC | History | Added to | 79,799 | 6,430 | 1.71% | 1.61% | 274 | +3,058 | 3.98% | Q1 2026 | May 05, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 78,748 | 6,345 | 4.76% | 4.56% | 276 | -3,258 | -3.97% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 78,754 | 6,345 | 1.42% | 1.41% | 275 | -165 | -0.21% | Q1 2026 | Apr 15, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 78,707 | 6,342 | 1.0% | 1.08% | 277 | +2,509 | 3.29% | Q1 2026 | Apr 17, 2026 |
| Chris Bulman Inc | History | Added to | 78,557 | 6,330 | 2.77% | 2.47% | 278 | +5,959 | 8.21% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 78,309 | 6,310 | 0.01% | 0.02% | 279 | -64,214 | -45.06% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 77,876 | 6,275 | 0.03% | 0.03% | 280 | +7,749 | 11.05% | Q1 2026 | May 13, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 77,717 | 6,262 | 0.57% | 0.55% | 281 | -714 | -0.91% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 77,521 | 6,246 | 2.15% | 2.15% | 282 | -1,658 | -2.09% | Q1 2026 | May 08, 2026 |
| Objectivity Squared, LLC | History | Reduced | 77,473 | 6,242 | 3.93% | 3.54% | 283 | -4,738 | -5.76% | Q1 2026 | May 13, 2026 |
| Grove Bank & Trust | History | Added to | 77,182 | 6,219 | 0.7% | 0.6% | 284 | +7,398 | 10.6% | Q1 2026 | Apr 08, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 77,053 | 6,208 | 2.57% | 2.42% | 285 | +2,947 | 3.98% | Q1 2026 | Apr 13, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 76,793 | 6,187 | 1.76% | 1.78% | 286 | +1,361 | 1.8% | Q1 2026 | Apr 27, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 76,662 | 6,177 | 0.91% | 0.83% | 287 | +4,179 | 5.77% | Q1 2026 | May 05, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 75,498 | 6,083 | 2.62% | 2.57% | 288 | +2,140 | 2.92% | Q1 2026 | Apr 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 74,700 | 6,019 | 0.01% | 0.0% | 289 | +67,800 | 982.61% | Q1 2026 | May 14, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 73,775 | 5,944 | 2.35% | 2.04% | 290 | +2,096 | 2.92% | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 73,734 | 5,941 | 0.03% | 0.03% | 291 | +1,293 | 1.78% | Q1 2026 | May 14, 2026 |
| Systelligence, LLC | History | Reduced | 73,529 | 5,924 | 1.15% | 1.6% | 292 | -35,375 | -32.48% | Q1 2026 | Apr 21, 2026 |
| rebel Financial LLC | History | Reduced | 73,492 | 5,921 | 2.57% | 2.71% | 293 | -8,915 | -10.82% | Q1 2026 | Apr 24, 2026 |
| Financial Symmetry Inc | History | Added to | 65,469 | 5,915 | 2.1% | 1.94% | 294 | +3,691 | 5.97% | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 73,251 | 5,902 | 1.25% | 1.21% | 295 | -1,468 | -1.96% | Q1 2026 | May 05, 2026 |
| Heritage Family Offices, LLP | History | Added to | 71,495 | 5,761 | 2.55% | 0.38% | 296 | +60,680 | 561.07% | Q1 2026 | Apr 08, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 71,177 | 5,735 | 4.3% | 4.02% | 297 | +6,110 | 9.39% | Q1 2026 | Apr 24, 2026 |
| Waterfront Wealth Inc. | History | Added to | 71,084 | 5,727 | 1.05% | 0.93% | 298 | +12,052 | 20.42% | Q1 2026 | Apr 30, 2026 |
| White Pine Investment CO | History | Added to | 69,558 | 5,605 | 1.3% | 1.12% | 299 | +7,886 | 12.79% | Q1 2026 | Apr 20, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 69,518 | 5,601 | 0.55% | 0.53% | 300 | -1,085 | -1.54% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Added to | 69,493 | 5,599 | 0.06% | 0.06% | 301 | +2,889 | 4.34% | Q1 2026 | Apr 16, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 69,138 | 5,571 | 0.62% | 0.6% | 302 | +1,513 | 2.24% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 68,475 | 5,517 | 0.03% | 0.03% | 303 | -3,881 | -5.36% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 60,302 | 5,416 | 0.12% | 0.12% | 304 | +67 | 0.11% | Q1 2026 | May 04, 2026 |
| Level Financial Advisors | History | Reduced | 67,193 | 5,414 | 1.38% | 1.38% | 305 | -785 | -1.15% | Q1 2026 | Apr 10, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 67,140 | 5,410 | 0.78% | 0.77% | 306 | -3,186 | -4.53% | Q1 2026 | Apr 27, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 66,983 | 5,397 | 1.0% | 0.96% | 307 | -1,235 | -1.81% | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 65,869 | 5,307 | 0.14% | 0.14% | 308 | +7,639 | 13.12% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 65,819 | 5,303 | 2.51% | 2.21% | 309 | +9,103 | 16.05% | Q1 2026 | May 01, 2026 |
| Capasso Planning Partners LLC | History | Added to | 65,316 | 5,263 | 2.84% | 2.65% | 310 | +2,538 | 4.04% | Q1 2026 | May 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 65,302 | 5,262 | 0.13% | 0.19% | 311 | -30,423 | -31.78% | Q1 2026 | Apr 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 65,223 | 5,255 | 4.89% | — | 312 | +65,223 | New | Q1 2026 | May 05, 2026 |
| Bellecapital International Ltd. | History | New | 64,859 | 5,226 | 0.94% | — | 313 | +64,859 | New | Q1 2026 | May 12, 2026 |
| Harbor Group, Inc. | History | Added to | 64,588 | 5,204 | 0.75% | 0.54% | 314 | +17,979 | 38.57% | Q1 2026 | Apr 10, 2026 |
| Activest Wealth Management | History | Reduced | 64,525 | 5,199 | 0.91% | 1.64% | 315 | -49,414 | -43.37% | Q1 2026 | Apr 15, 2026 |
| 46 Peaks LLC | History | Added to | 63,996 | 5,156 | 3.75% | 3.5% | 316 | +2,102 | 3.4% | Q1 2026 | May 01, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 63,064 | 5,081 | 1.61% | 1.56% | 317 | +4,572 | 7.82% | Q1 2026 | Apr 15, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 62,968 | 5,073 | 0.99% | 0.95% | 318 | +9,713 | 18.24% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 62,111 | 5,004 | 0.01% | 0.0% | 319 | +20,954 | 50.91% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 61,158 | 4,928 | 0.09% | 0.08% | 320 | +3,425 | 5.93% | Q1 2026 | Apr 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 61,151 | 4,927 | 0.15% | 0.12% | 321 | +19,222 | 45.84% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 61,074 | 4,921 | 0.6% | 0.47% | 322 | +10,930 | 21.8% | Q1 2026 | Apr 23, 2026 |
| Glenview Trust Co | History | Added to | 60,913 | 4,908 | 0.08% | 0.04% | 323 | +31,443 | 106.69% | Q1 2026 | May 08, 2026 |
| Town Capital LLC | History | Reduced | 59,377 | 4,784 | 3.87% | 4.78% | 324 | -16,488 | -21.73% | Q1 2026 | Jun 04, 2026 |
| Apeiron RIA LLC | History | Added to | 58,889 | 4,745 | 1.1% | 0.98% | 325 | +720 | 1.24% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 58,457 | 4,710 | 0.06% | 0.04% | 326 | +14,227 | 32.17% | Q1 2026 | Apr 20, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 58,430 | 4,708 | 0.8% | 0.62% | 327 | +10,955 | 23.08% | Q1 2026 | Apr 28, 2026 |
| Independence Bank of Kentucky | History | Added to | 58,313 | 4,698 | 0.6% | 0.36% | 328 | +20,211 | 53.04% | Q1 2026 | Apr 30, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 58,191 | 4,689 | 0.52% | 0.42% | 329 | +7,950 | 15.82% | Q1 2026 | Apr 29, 2026 |
| Peak Asset Management, LLC | History | Added to | 58,074 | 4,679 | 0.83% | 0.75% | 330 | +930 | 1.63% | Q1 2026 | May 14, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 58,022 | 4,675 | 2.1% | 1.89% | 331 | +3,428 | 6.28% | Q1 2026 | Apr 16, 2026 |
| Breakwater Capital Group | History | Added to | 57,837 | 4,660 | 0.62% | 0.56% | 332 | +5,319 | 10.13% | Q1 2026 | Apr 20, 2026 |
| Annandale Capital, LLC | History | Reduced | 57,135 | 4,604 | 0.65% | 0.59% | 333 | -7,607 | -11.75% | Q1 2026 | May 15, 2026 |
| Frankly Finances, LLC | History | Added to | 57,033 | 4,595 | 4.16% | 4.12% | 334 | +595 | 1.05% | Q1 2026 | Apr 29, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 56,713 | 4,569 | 4.08% | — | 335 | +56,713 | New | Q1 2026 | May 07, 2026 |
| Brown Financial Advisors | History | Reduced | 56,622 | 4,562 | 1.73% | 1.64% | 336 | -1,732 | -2.97% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 56,531 | 4,555 | 0.38% | 0.4% | 337 | -2,651 | -4.48% | Q1 2026 | Apr 22, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 56,312 | 4,537 | 4.35% | 4.2% | 338 | -759 | -1.33% | Q1 2026 | May 11, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 56,301 | 4,536 | 1.48% | 1.27% | 339 | +5,677 | 11.21% | Q1 2026 | Apr 10, 2026 |
| JSF Financial, LLC | History | New | 55,973 | 4,510 | 0.88% | — | 340 | +55,973 | New | Q1 2026 | May 07, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 55,391 | 4,463 | 0.8% | 1.15% | 341 | +294 | 0.53% | Q1 2026 | May 01, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 54,912 | 4,424 | 2.33% | 1.46% | 342 | +19,163 | 53.6% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 56,708 | 4,367 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BWM Planning, LLC | History | Reduced | 53,679 | 4,325 | 1.14% | 1.13% | 344 | -1,027 | -1.88% | Q1 2026 | Apr 21, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 53,632 | 4,321 | 3.51% | 3.47% | 345 | -568 | -1.05% | Q1 2026 | May 05, 2026 |
| WealthCollab, LLC | History | Reduced | 53,612 | 4,320 | 1.78% | 1.69% | 346 | -75 | -0.14% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 53,290 | 4,294 | 0.15% | 0.13% | 347 | +3,225 | 6.44% | Q1 2026 | Apr 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 48,397 | 4,286 | 0.08% | 0.1% | 348 | +22,706 | 88.38% | Q1 2026 | May 01, 2026 |
| Wedmont Private Capital | History | Reduced | 49,230 | 4,218 | 0.14% | 0.15% | 349 | -5,182 | -9.52% | Q1 2026 | Apr 09, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 52,232 | 4,208 | 0.9% | 0.06% | 350 | +48,823 | 1432.18% | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Reduced | 52,000 | 4,190 | 0.79% | 0.97% | 351 | -6,049 | -10.42% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 51,440 | 4,145 | 0.01% | 0.01% | 352 | +15,052 | 41.37% | Q1 2026 | Apr 22, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 51,015 | 4,110 | 0.67% | 0.66% | 353 | +195 | 0.38% | Q1 2026 | Apr 21, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 50,826 | 4,095 | 1.98% | 1.61% | 354 | +4,244 | 9.11% | Q1 2026 | May 08, 2026 |
| Burk Holdings LLC | History | Added to | 50,818 | 4,094 | 1.75% | 1.77% | 355 | +2,761 | 5.75% | Q1 2026 | May 07, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 50,738 | 4,088 | 4.05% | 3.76% | 356 | +584 | 1.16% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | New | 50,184 | 4,043 | 0.02% | — | 357 | +50,184 | New | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | Added to | 50,146 | 4,040 | 0.56% | 0.49% | 358 | +6,205 | 14.12% | Q1 2026 | Apr 22, 2026 |
| Daviman Financial, LLC | History | Added to | 50,059 | 4,033 | 2.38% | 1.69% | 359 | +12,663 | 33.86% | Q1 2026 | Apr 23, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 49,769 | 4,008 | 0.3% | 0.02% | 360 | +46,367 | 1362.93% | Q1 2026 | May 20, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 49,702 | 4,005 | 3.16% | 3.03% | 361 | -231 | -0.46% | Q1 2026 | Apr 16, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 48,877 | 3,938 | 0.58% | 0.55% | 362 | +2,045 | 4.37% | Q1 2026 | Apr 16, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 48,792 | 3,931 | 2.08% | 2.04% | 363 | -258 | -0.53% | Q1 2026 | Jun 03, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 48,781 | 3,930 | 0.39% | 0.18% | 364 | +25,017 | 105.27% | Q1 2026 | May 14, 2026 |
| Summit Portfolio Management, LTD. | History | New | 48,625 | 3,918 | 2.52% | — | 365 | +48,625 | New | Q1 2026 | Apr 30, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 48,217 | 3,885 | 1.79% | 1.77% | 366 | -2,124 | -4.22% | Q1 2026 | Apr 22, 2026 |
| WorthPointe, LLC | History | Reduced | 47,826 | 3,853 | 1.04% | 1.16% | 367 | -9,613 | -16.74% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 47,787 | 3,850 | 0.04% | 0.03% | 368 | +17,675 | 58.7% | Q1 2026 | Apr 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 47,667 | 3,841 | 0.12% | 0.11% | 369 | +3,909 | 8.93% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 47,183 | 3,802 | 0.13% | 0.12% | 370 | +40 | 0.08% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 47,164 | 3,800 | 0.05% | 0.04% | 371 | +9,029 | 23.68% | Q1 2026 | May 15, 2026 |
| Pursuit Wealth Management LLC | History | No change | 49,006 | 3,774 | 3.24% | 3.24% | 372 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| M1 Capital Management LLC | History | Added to | 46,807 | 3,771 | 1.74% | 0.15% | 373 | +42,178 | 911.17% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | New | 46,196 | 3,722 | 0.05% | — | 374 | +46,196 | New | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 45,163 | 3,639 | 0.31% | 0.33% | 375 | -5,490 | -10.84% | Q1 2026 | May 15, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 45,039 | 3,629 | 3.37% | 3.25% | 376 | -229 | -0.51% | Q1 2026 | Apr 24, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 44,766 | 3,607 | 3.39% | 5.08% | 377 | -25,470 | -36.26% | Q1 2026 | May 08, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Reduced | 44,428 | 3,579 | 3.37% | 3.06% | 378 | -1,098 | -2.41% | Q1 2026 | May 06, 2026 |
| ARWA LLC | History | Added to | 41,332 | 3,540 | 1.75% | 1.48% | 379 | +8,310 | 25.17% | Q1 2026 | Apr 13, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 42,160 | 3,397 | 1.84% | 1.8% | 380 | +1,443 | 3.54% | Q1 2026 | May 14, 2026 |
| Paladin Wealth, LLC | History | Added to | 41,808 | 3,368 | 2.32% | 2.01% | 381 | +3,539 | 9.25% | Q1 2026 | Apr 16, 2026 |
| Tillman Hartley LLC | History | Added to | 41,777 | 3,366 | 0.85% | 0.71% | 382 | +5,124 | 13.98% | Q1 2026 | May 08, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 41,407 | 3,336 | 3.15% | — | 383 | +41,407 | New | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 41,347 | 3,331 | 0.56% | 0.62% | 384 | -1,071 | -2.52% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 41,066 | 3,309 | 0.08% | 0.07% | 385 | -712 | -1.7% | Q1 2026 | May 15, 2026 |
| Family Office Research LLC | History | Reduced | 41,062 | 3,308 | 1.44% | 1.3% | 386 | -319 | -0.77% | Q1 2026 | May 13, 2026 |
| FineMark National Bank & Trust | History | No change | 42,077 | 3,240 | 0.1% | 0.1% | 387 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 39,817 | 3,208 | 0.85% | 0.74% | 388 | +3,428 | 9.42% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 41,586 | 3,202 | 0.06% | 0.06% | 389 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 39,677 | 3,197 | 1.01% | 0.92% | 390 | +2,575 | 6.94% | Q1 2026 | May 08, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 39,662 | 3,195 | 0.54% | 0.54% | 391 | -68 | -0.17% | Q1 2026 | Apr 15, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 39,347 | 3,170 | 0.77% | 0.57% | 392 | +11,396 | 40.77% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 39,058 | 3,147 | 0.02% | 0.0% | 393 | +37,645 | 2664.19% | Q1 2026 | May 08, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 34,512 | 3,106 | 0.66% | — | 394 | +34,512 | New | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 38,443 | 3,097 | 0.28% | 0.25% | 395 | +10,566 | 37.9% | Q1 2026 | May 12, 2026 |
| Adelphi Trust Co | History | Reduced | 38,361 | 3,091 | 2.52% | 2.46% | 396 | -802 | -2.05% | Q1 2026 | Apr 01, 2026 |
| Focus Financial Network, Inc. | History | New | 38,283 | 3,084 | 0.11% | — | 397 | +38,283 | New | Q1 2026 | Apr 14, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 37,865 | 3,051 | 2.57% | 2.54% | 398 | -329 | -0.86% | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 37,456 | 3,018 | 0.29% | 0.27% | 399 | +1,232 | 3.4% | Q1 2026 | May 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 36,975 | 3,005 | 0.48% | 0.31% | 400 | +13,990 | 60.87% | Q1 2026 | Apr 14, 2026 |
| ACORN CREEK CAPITAL LLC | History | New | 37,077 | 2,987 | 1.07% | — | 401 | +37,077 | New | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 37,060 | 2,986 | 0.21% | 0.18% | 402 | +4,992 | 15.57% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 36,870 | 2,970 | 0.0% | 0.0% | 403 | +5,757 | 18.5% | Q1 2026 | May 13, 2026 |
| Asset Allocation Strategies LLC | History | New | 36,612 | 2,950 | 0.52% | — | 404 | +36,612 | New | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 36,522 | 2,943 | 0.09% | 0.08% | 405 | -690 | -1.85% | Q1 2026 | Apr 21, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 36,531 | 2,943 | 0.01% | 0.01% | 406 | -376 | -1.02% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 36,456 | 2,937 | 0.06% | 0.02% | 407 | +26,253 | 257.31% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 36,017 | 2,902 | 0.06% | 0.02% | 408 | +24,926 | 224.74% | Q1 2026 | May 01, 2026 |
| Madison Asset Management, LLC | History | New | 35,777 | 2,882 | 0.04% | — | 409 | +35,777 | New | Q1 2026 | May 07, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 35,757 | 2,881 | 0.23% | 0.22% | 410 | -1,261 | -3.41% | Q1 2026 | May 15, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 35,729 | 2,879 | 1.4% | 1.04% | 411 | +8,359 | 30.54% | Q1 2026 | Apr 14, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 36,907 | 2,870 | 2.52% | 2.34% | 412 | +4,170 | 12.74% | Q1 2026 | May 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 35,494 | 2,860 | 0.53% | — | 413 | +35,494 | New | Q1 2026 | Apr 15, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 31,267 | 2,811 | 1.16% | 0.91% | 414 | +5,927 | 23.39% | Q1 2026 | Apr 22, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 34,249 | 2,759 | 0.32% | 0.44% | 415 | -15,420 | -31.05% | Q1 2026 | Apr 28, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | New | 34,219 | 2,757 | 0.59% | — | 416 | +34,219 | New | Q1 2026 | May 04, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 34,163 | 2,752 | 1.27% | 1.38% | 417 | -1,183 | -3.35% | Q1 2026 | Apr 16, 2026 |
| Navigoe, LLC | History | Added to | 33,819 | 2,725 | 1.61% | 1.53% | 418 | +1,587 | 4.92% | Q1 2026 | May 01, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 33,567 | 2,704 | 1.47% | 1.17% | 419 | +6,060 | 22.03% | Q1 2026 | Apr 29, 2026 |
| Aurelius Family Office LLC | History | Reduced | 33,485 | 2,698 | 1.17% | 1.17% | 420 | -812 | -2.37% | Q1 2026 | Apr 08, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 33,480 | 2,697 | 0.45% | 0.42% | 421 | +2,705 | 8.79% | Q1 2026 | Apr 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 33,234 | 2,677 | 0.15% | 0.12% | 422 | +19,881 | 148.89% | Q1 2026 | Apr 22, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 33,185 | 2,674 | 1.2% | 1.17% | 423 | +335 | 1.02% | Q1 2026 | May 15, 2026 |
| Sunpointe, LLC | History | Added to | 33,146 | 2,670 | 0.87% | 0.24% | 424 | +23,840 | 256.18% | Q1 2026 | Apr 21, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 33,055 | 2,663 | 0.12% | 0.12% | 425 | -311 | -0.93% | Q1 2026 | May 05, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 32,989 | 2,658 | 2.5% | 2.56% | 426 | -2,699 | -7.56% | Q1 2026 | May 12, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 32,924 | 2,653 | 0.36% | 0.49% | 427 | -16,843 | -33.84% | Q1 2026 | Apr 08, 2026 |
| RAINIER FAMILY WEALTH INC | History | New | 32,903 | 2,651 | 1.78% | — | 428 | +32,903 | New | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Reduced | 32,887 | 2,650 | 0.03% | 0.04% | 429 | -11,808 | -26.42% | Q1 2026 | May 05, 2026 |
| Trailhead Planners LLC | History | Added to | 32,468 | 2,616 | 2.51% | 2.44% | 430 | +174 | 0.54% | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Added to | 32,188 | 2,594 | 0.0% | 0.0% | 431 | +4,338 | 15.58% | Q1 2026 | May 14, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 32,185 | 2,593 | 1.22% | 1.16% | 432 | +2,145 | 7.14% | Q1 2026 | Apr 14, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 31,941 | 2,573 | 0.25% | 0.02% | 433 | +29,119 | 1031.86% | Q1 2026 | May 05, 2026 |
| Chatterton & Associates Inc. | History | Added to | 29,974 | 2,567 | 1.8% | 1.44% | 434 | +8,087 | 36.95% | Q1 2026 | Apr 20, 2026 |
| CAP Partners, LLC | History | Reduced | 31,733 | 2,557 | 1.44% | 1.41% | 435 | -560 | -1.73% | Q1 2026 | Apr 28, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 31,557 | 2,542 | 0.71% | 0.68% | 436 | -1,093 | -3.35% | Q1 2026 | Apr 22, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 31,342 | 2,525 | 0.79% | 0.78% | 437 | -2,317 | -6.88% | Q1 2026 | Apr 23, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 31,195 | 2,513 | 0.6% | 0.58% | 438 | -1,075 | -3.33% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 30,796 | 2,481 | 0.14% | 0.12% | 439 | +5,694 | 22.68% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 30,547 | 2,461 | 0.01% | 0.01% | 440 | -4,293 | -12.32% | Q1 2026 | Apr 29, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 80,727 | 2,440 | 0.96% | 1.02% | 441 | -2,708 | -3.25% | Q1 2026 | Apr 08, 2026 |
| Plum Street Advisors, LLC | History | Added to | 29,618 | 2,386 | 0.83% | 0.81% | 442 | +106 | 0.36% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 29,531 | 2,379 | 0.05% | 0.05% | 443 | +1,102 | 3.88% | Q1 2026 | Apr 13, 2026 |
| Sagace Wealth Management LLC | History | Added to | 29,526 | 2,379 | 1.59% | 1.51% | 445 | +583 | 2.01% | Q1 2026 | Apr 29, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 29,531 | 2,379 | 1.08% | 1.04% | 444 | -202 | -0.68% | Q1 2026 | Apr 27, 2026 |
| Elyxium Wealth, LLC | History | Added to | 29,351 | 2,365 | 0.76% | 0.3% | 446 | +15,366 | 109.87% | Q1 2026 | May 06, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 29,325 | 2,363 | 0.28% | 0.28% | 447 | +83 | 0.28% | Q1 2026 | May 15, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 29,191 | 2,352 | 1.93% | 2.04% | 448 | +818 | 2.88% | Q1 2026 | Apr 27, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 29,151 | 2,348 | 0.53% | 0.49% | 449 | +2,377 | 8.88% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 29,106 | 2,345 | 0.04% | 0.04% | 450 | -722 | -2.42% | Q1 2026 | Apr 17, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 28,972 | 2,334 | 1.21% | 1.9% | 451 | -13,206 | -31.31% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 28,956 | 2,333 | 0.25% | 0.04% | 452 | +23,856 | 467.76% | Q1 2026 | May 06, 2026 |
| Prospect Financial Group LLC | History | Added to | 28,692 | 2,312 | 2.13% | 1.99% | 453 | +862 | 3.1% | Q1 2026 | May 05, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 28,468 | 2,293 | 2.73% | 2.56% | 454 | -9,825 | -25.66% | Q1 2026 | Apr 28, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 28,030 | 2,286 | 1.16% | 1.23% | 455 | -12 | -0.04% | Q1 2026 | Apr 08, 2026 |
| Trilogy Capital Inc. | History | Reduced | 28,258 | 2,277 | 0.1% | 0.11% | 456 | -2,967 | -9.5% | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 27,903 | 2,248 | 0.15% | 0.14% | 457 | +5,144 | 22.6% | Q1 2026 | Apr 17, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 27,450 | 2,211 | 0.62% | 0.61% | 458 | -188 | -0.68% | Q1 2026 | May 01, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 27,366 | 2,205 | 0.03% | 0.03% | 459 | +359 | 1.33% | Q1 2026 | May 11, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 27,345 | 2,203 | 1.41% | — | 460 | +27,345 | New | Q1 2026 | Apr 23, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 27,027 | 2,177 | 0.76% | 0.6% | 461 | +5,466 | 25.35% | Q1 2026 | May 05, 2026 |
| Symmetry Partners, LLC | History | Reduced | 26,992 | 2,175 | 0.12% | 0.13% | 462 | -2,231 | -7.63% | Q1 2026 | Apr 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 26,740 | 2,154 | 0.07% | 0.03% | 463 | +8,386 | 45.69% | Q1 2026 | Apr 23, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 26,487 | 2,134 | 0.41% | 0.41% | 464 | +196 | 0.75% | Q1 2026 | Apr 24, 2026 |
| Bauman Advisory Group, LLC | History | New | 26,481 | 2,133 | 1.49% | — | 465 | +26,481 | New | Q1 2026 | May 06, 2026 |
| PFG Advisors | History | Added to | 26,313 | 2,120 | 0.1% | 0.09% | 466 | +2,333 | 9.73% | Q1 2026 | May 05, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 26,218 | 2,112 | 0.87% | 0.75% | 467 | +1,545 | 6.26% | Q1 2026 | Apr 15, 2026 |
| Empowered Funds, LLC | History | New | 26,169 | 2,108 | 0.01% | — | 468 | +26,169 | New | Q1 2026 | Jun 15, 2026 |
| AGH Wealth Advisors, LLC | History | New | 26,130 | 2,105 | 1.55% | — | 469 | +26,130 | New | Q1 2026 | Apr 22, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 26,017 | 2,096 | 0.55% | 0.55% | 470 | -863 | -3.21% | Q1 2026 | Apr 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 25,737 | 2,074 | 0.03% | 0.01% | 471 | +15,772 | 158.27% | Q1 2026 | May 15, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 25,713 | 2,071 | 1.21% | 0.6% | 472 | +13,044 | 102.96% | Q1 2026 | Apr 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 25,679 | 2,069 | 1.34% | 1.07% | 473 | +4,480 | 21.13% | Q1 2026 | May 20, 2026 |
| Riverwater Partners LLC | History | New | 25,542 | 2,058 | 0.69% | — | 474 | +25,542 | New | Q1 2026 | May 07, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 25,496 | 2,054 | 0.96% | 0.96% | 475 | +443 | 1.77% | Q1 2026 | Apr 09, 2026 |
| Redwood Investment Management, LLC | History | Added to | 25,280 | 2,037 | 0.25% | 0.1% | 476 | +13,796 | 120.13% | Q1 2026 | Jun 23, 2026 |
| PKS Advisory Services, LLC | History | Added to | 25,055 | 2,018 | 0.47% | 0.41% | 477 | +1,676 | 7.17% | Q1 2026 | May 13, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 25,000 | 2,014 | 0.42% | 0.38% | 478 | +3,525 | 16.41% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 24,625 | 1,984 | 0.1% | 0.08% | 479 | +2,359 | 10.59% | Q1 2026 | Apr 28, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 24,166 | 1,947 | 0.15% | 0.12% | 480 | +4,573 | 23.34% | Q1 2026 | Apr 22, 2026 |
| WealthPoint Financial, LLC | History | Added to | 24,105 | 1,942 | 1.63% | 1.43% | 481 | +2,827 | 13.29% | Q1 2026 | Jun 26, 2026 |
| Petros Family Wealth, LLC | History | Added to | 23,941 | 1,929 | 1.37% | 1.1% | 482 | +2,580 | 12.08% | Q1 2026 | Apr 24, 2026 |
| MOTCO | History | Added to | 23,854 | 1,922 | 0.18% | 0.16% | 483 | +826 | 3.59% | Q1 2026 | Apr 22, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 23,572 | 1,914 | 1.62% | 1.39% | 484 | +3,405 | 16.88% | Q1 2026 | May 15, 2026 |
| Slagle Financial, LLC | History | Added to | 23,498 | 1,893 | 0.63% | 0.63% | 485 | +178 | 0.76% | Q1 2026 | May 01, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 23,407 | 1,886 | 0.01% | 0.0% | 486 | +5,950 | 34.08% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisory Group | History | Added to | 23,149 | 1,865 | 1.4% | 0.92% | 487 | +7,693 | 49.77% | Q1 2026 | Apr 29, 2026 |
| Asset Dedication, LLC | History | Reduced | 23,123 | 1,863 | 0.13% | 0.12% | 488 | -32 | -0.14% | Q1 2026 | May 29, 2026 |
| Evensky & Katz LLC | History | Added to | 23,074 | 1,859 | 0.11% | 0.1% | 489 | +657 | 2.93% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 22,735 | 1,848 | 0.05% | 0.53% | 490 | -212,240 | -90.32% | Q1 2026 | May 13, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 22,728 | 1,831 | 1.83% | 1.69% | 491 | +998 | 4.59% | Q1 2026 | Apr 16, 2026 |
| Sonoma Allocations LLC | History | New | 22,430 | 1,825 | 0.63% | — | 492 | +22,430 | New | Q1 2026 | May 19, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 22,397 | 1,804 | 0.01% | 0.01% | 493 | -4 | -0.02% | Q1 2026 | May 11, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 22,331 | 1,799 | 1.18% | 1.18% | 494 | -768 | -3.32% | Q1 2026 | Apr 09, 2026 |
| marrick wealth, LLC | History | Reduced | 22,231 | 1,791 | 1.51% | 1.45% | 495 | -776 | -3.37% | Q1 2026 | Apr 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 21,981 | 1,771 | 0.03% | 0.03% | 496 | +879 | 4.17% | Q1 2026 | May 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 21,680 | 1,746 | 0.5% | 0.5% | 497 | -775 | -3.45% | Q1 2026 | May 14, 2026 |
| LAM GROUP, INC. | History | Reduced | 21,630 | 1,742 | 0.96% | 0.97% | 498 | -380 | -1.73% | Q1 2026 | Apr 22, 2026 |
| Herold Advisors, Inc. | History | Added to | 21,442 | 1,727 | 0.38% | 0.32% | 499 | +2,985 | 16.17% | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 21,274 | 1,714 | 0.74% | 0.73% | 500 | -136 | -0.64% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 20,835 | 1,678 | 0.0% | — | 501 | +20,835 | New | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 20,789 | 1,675 | 0.48% | 0.47% | 502 | -413 | -1.95% | Q1 2026 | Apr 17, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 20,675 | 1,666 | 0.55% | 0.79% | 503 | +230 | 1.12% | Q1 2026 | Apr 20, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 20,675 | 1,665 | 1.2% | 0.94% | 504 | +4,676 | 29.23% | Q1 2026 | Apr 13, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 20,662 | 1,664 | 0.26% | 0.2% | 505 | +4,637 | 28.94% | Q1 2026 | May 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 20,456 | 1,648 | 0.1% | 0.08% | 506 | +4,118 | 25.21% | Q1 2026 | May 12, 2026 |
| MB Generational Wealth, LLC | History | No change | 20,396 | 1,643 | 0.91% | 0.83% | 507 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fortis Capital Management LLC | History | Added to | 20,284 | 1,634 | 0.17% | 0.07% | 508 | +13,294 | 190.19% | Q1 2026 | May 11, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 20,107 | 1,620 | 1.41% | 1.49% | 509 | -2,178 | -9.77% | Q1 2026 | Apr 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 19,917 | 1,604 | 0.03% | 0.0% | 510 | +16,624 | 504.83% | Q1 2026 | Apr 20, 2026 |
| PAX Financial Group, LLC | History | New | 19,902 | 1,603 | 0.27% | — | 511 | +19,902 | New | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 19,775 | 1,593 | 0.0% | 0.0% | 512 | +1,136 | 6.09% | Q1 2026 | May 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 19,600 | 1,579 | 0.37% | 0.2% | 513 | +8,655 | 79.08% | Q1 2026 | Apr 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 19,093 | 1,538 | 0.29% | 0.27% | 514 | +501 | 2.69% | Q1 2026 | Apr 28, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 19,074 | 1,536 | 1.1% | 0.97% | 515 | +1,524 | 8.68% | Q1 2026 | May 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 18,849 | 1,518 | 0.56% | 0.49% | 516 | +1,838 | 10.8% | Q1 2026 | Apr 09, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 18,801 | 1,514 | 0.57% | 0.59% | 517 | -1,077 | -5.42% | Q1 2026 | Apr 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 18,748 | 1,510 | 0.17% | 0.1% | 518 | +6,594 | 54.25% | Q1 2026 | Apr 16, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 18,709 | 1,507 | 0.47% | 0.44% | 519 | +1,428 | 8.26% | Q1 2026 | May 06, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 19,555 | 1,506 | 0.84% | 0.84% | 520 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 18,459 | 1,487 | 0.24% | 0.23% | 521 | +413 | 2.29% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 16,450 | 1,486 | 0.12% | 0.1% | 522 | +2,221 | 15.61% | Q1 2026 | May 01, 2026 |
| Balboa Wealth Partners | History | Added to | 18,287 | 1,473 | 0.25% | 0.17% | 523 | +5,298 | 40.79% | Q1 2026 | Apr 16, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 17,678 | 1,424 | 0.13% | 0.01% | 524 | +16,914 | 2213.87% | Q1 2026 | Apr 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 17,472 | 1,407 | 0.96% | 1.91% | 525 | -17,409 | -49.91% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 17,406 | 1,402 | 0.11% | 0.11% | 526 | -427 | -2.39% | Q1 2026 | May 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 17,381 | 1,400 | 0.02% | 0.01% | 527 | +8,782 | 102.13% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | No change | 17,186 | 1,384 | 0.12% | 0.11% | 528 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 16,833 | 1,356 | 0.65% | 0.59% | 529 | +2,616 | 18.4% | Q1 2026 | May 12, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 16,702 | 1,345 | 1.02% | 1.01% | 530 | -373 | -2.18% | Q1 2026 | Jun 03, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 16,648 | 1,341 | 0.02% | 0.02% | 531 | -1,413 | -7.82% | Q1 2026 | May 01, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 16,549 | 1,333 | 0.28% | 0.26% | 532 | -131 | -0.79% | Q1 2026 | Apr 15, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 16,483 | 1,328 | 0.64% | 0.62% | 533 | +656 | 4.14% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 16,671 | 1,296 | 0.05% | 0.05% | 534 | +470 | 2.9% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 16,027 | 1,291 | 0.04% | 0.04% | 535 | +1,275 | 8.64% | Q1 2026 | May 07, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 15,820 | 1,274 | 0.33% | 0.33% | 536 | -553 | -3.38% | Q1 2026 | May 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,393 | 1,262 | 0.06% | 0.06% | 537 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 13,894 | 1,255 | 0.21% | 0.19% | 538 | +205 | 1.5% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 15,449 | 1,244 | 0.08% | 0.06% | 539 | +2,615 | 20.38% | Q1 2026 | Apr 13, 2026 |
| Cetera Trust Company, N.A | History | No change | 15,357 | 1,237 | 0.7% | 0.63% | 540 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RVW Wealth, LLC | History | Reduced | 15,339 | 1,236 | 0.1% | 0.09% | 541 | -199 | -1.28% | Q1 2026 | Apr 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 15,130 | 1,219 | 0.04% | 0.03% | 542 | +2,443 | 19.26% | Q1 2026 | Apr 17, 2026 |
| BROWN ADVISORY INC | History | No change | 14,843 | 1,196 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,754 | 1,188 | 0.05% | 0.05% | 544 | +782 | 5.6% | Q1 2026 | May 12, 2026 |
| Atlas Brown,Inc. | History | Added to | 14,648 | 1,180 | 0.36% | 0.33% | 545 | +277 | 1.93% | Q1 2026 | Apr 17, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 14,590 | 1,175 | 0.74% | 0.71% | 546 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 14,568 | 1,173 | 0.98% | 0.87% | 547 | +1,416 | 10.77% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 14,520 | 1,170 | 0.08% | 0.11% | 548 | -6,579 | -31.18% | Q1 2026 | Apr 15, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 14,503 | 1,168 | 0.46% | 0.46% | 549 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 14,262 | 1,149 | 0.01% | — | 550 | +14,262 | New | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 14,244 | 1,147 | 0.53% | 0.5% | 551 | +531 | 3.87% | Q1 2026 | Apr 08, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 14,103 | 1,136 | 0.26% | 0.21% | 552 | +2,205 | 18.53% | Q1 2026 | Apr 28, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 14,088 | 1,135 | 0.2% | 0.2% | 553 | -73 | -0.52% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 14,067 | 1,133 | 0.04% | 0.03% | 554 | +2,972 | 26.79% | Q1 2026 | May 14, 2026 |
| Convergence Financial, LLC | History | Added to | 12,512 | 1,130 | 0.12% | 0.13% | 555 | +1,129 | 9.92% | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 13,997 | 1,127 | 0.75% | 0.64% | 556 | +1,829 | 15.03% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 13,800 | 1,112 | 0.08% | 0.06% | 557 | +3,029 | 28.12% | Q1 2026 | May 21, 2026 |
| Forum Financial Management, LP | History | Added to | 13,669 | 1,101 | 0.02% | 0.01% | 558 | +248 | 1.85% | Q1 2026 | Apr 23, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 13,575 | 1,093 | 0.6% | 0.46% | 559 | +2,671 | 24.5% | Q1 2026 | Apr 22, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 13,510 | 1,088 | 0.89% | 0.92% | 560 | -549 | -3.9% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,474 | 1,085 | 0.02% | 0.02% | 561 | +259 | 1.96% | Q1 2026 | May 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 13,292 | 1,071 | 0.06% | 0.06% | 562 | +752 | 6.0% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,257 | 1,068 | 0.01% | 0.0% | 563 | +9,534 | 256.08% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 13,151 | 1,059 | 0.66% | — | 564 | +13,151 | New | Q1 2026 | Apr 14, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 12,921 | 1,041 | 0.25% | 0.26% | 565 | -453 | -3.39% | Q1 2026 | Apr 14, 2026 |
| Friday Financial | History | Added to | 12,809 | 1,032 | 0.36% | 0.33% | 566 | +537 | 4.38% | Q1 2026 | Apr 16, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 12,730 | 1,025 | 0.21% | 0.2% | 567 | -11 | -0.09% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 12,709 | 1,024 | 0.01% | — | 568 | +12,709 | New | Q1 2026 | May 12, 2026 |
| Orion Capital Management LLC | History | Added to | 12,659 | 1,020 | 0.35% | 0.25% | 569 | +2,823 | 28.7% | Q1 2026 | May 14, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 12,499 | 1,007 | 0.52% | 0.55% | 570 | -1,035 | -7.65% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,420 | 1,000 | 0.02% | 0.01% | 571 | +8,866 | 249.47% | Q1 2026 | May 18, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 12,422 | 1,000 | 0.56% | 0.59% | 572 | -252 | -1.99% | Q1 2026 | May 01, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 12,315 | 992 | 0.29% | 0.28% | 573 | -97 | -0.78% | Q1 2026 | May 15, 2026 |
| Targeted Financial Services LLC | History | Added to | 12,300 | 991 | 0.81% | 0.62% | 574 | +2,940 | 31.41% | Q1 2026 | Apr 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 12,273 | 988 | 0.0% | — | 575 | +12,273 | New | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 12,237 | 986 | 0.01% | 0.01% | 576 | -3,731 | -23.37% | Q1 2026 | Apr 27, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 12,049 | 970 | 0.55% | — | 577 | +12,049 | New | Q1 2026 | May 11, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 11,974 | 964 | 0.72% | 0.76% | 578 | -1,632 | -11.99% | Q1 2026 | Apr 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 11,939 | 962 | 0.03% | — | 580 | +11,939 | New | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 11,939 | 962 | 0.04% | 0.04% | 579 | +1,596 | 15.43% | Q1 2026 | Apr 15, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 11,763 | 947 | 0.27% | 0.26% | 581 | +477 | 4.23% | Q1 2026 | Apr 21, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 11,604 | 935 | 0.6% | 0.49% | 582 | +2,051 | 21.47% | Q1 2026 | May 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 11,598 | 934 | 0.06% | 0.08% | 583 | -201 | -1.7% | Q1 2026 | May 07, 2026 |
| Seed Wealth Management, Inc. | History | No change | 11,580 | 933 | 0.64% | 0.61% | 584 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 11,515 | 927 | 0.25% | 0.22% | 585 | +1,043 | 9.96% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Added to | 10,452 | 920 | 0.03% | 0.03% | 586 | +13 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Centurion Wealth Management LLC | History | Added to | 11,136 | 897 | 0.2% | 0.13% | 588 | +3,503 | 45.89% | Q1 2026 | Apr 10, 2026 |
| BCR Wealth Strategies, LLC | History | Reduced | 11,140 | 897 | 0.28% | 0.29% | 587 | -266 | -2.33% | Q1 2026 | May 01, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 11,105 | 894 | 0.23% | 0.24% | 589 | -112 | -1.0% | Q1 2026 | Apr 28, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 11,087 | 893 | 0.2% | 0.15% | 590 | +2,626 | 31.04% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 11,048 | 890 | 0.03% | 0.02% | 591 | +3,319 | 42.94% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Added to | 10,991 | 885 | 0.03% | 0.03% | 592 | +1,234 | 12.65% | Q1 2026 | Apr 29, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 11,393 | 877 | 0.56% | 0.56% | 593 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 10,857 | 874 | 0.23% | 0.22% | 594 | -293 | -2.63% | Q1 2026 | Apr 22, 2026 |
| Brio Consultants, LLC | History | Added to | 9,450 | 871 | 0.11% | 0.07% | 595 | +2,747 | 40.98% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 10,809 | 870 | 0.03% | — | 596 | +10,809 | New | Q1 2026 | May 13, 2026 |
| Cloud Capital Management, LLC | History | Added to | 10,536 | 848 | 0.37% | 0.31% | 597 | +1,927 | 22.38% | Q1 2026 | May 12, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 10,270 | 827 | 0.17% | 0.13% | 598 | +2,039 | 24.77% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 10,244 | 825 | 0.01% | 0.02% | 599 | -4,258 | -29.36% | Q1 2026 | May 12, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 10,143 | 817 | 0.2% | 0.19% | 600 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,115 | 815 | 0.03% | 0.01% | 601 | +7,059 | 230.99% | Q1 2026 | Apr 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 10,108 | 814 | 0.09% | 0.08% | 602 | +1,138 | 12.69% | Q1 2026 | Apr 24, 2026 |
| Atlas Wealth LLC | History | Reduced | 10,085 | 812 | 0.24% | 0.24% | 603 | -107 | -1.05% | Q1 2026 | May 13, 2026 |
| Sensible Money, LLC | History | No change | 10,048 | 809 | 0.25% | 0.25% | 604 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| F&V Capital Management, LLC | History | Reduced | 9,975 | 804 | 0.17% | 0.18% | 605 | -975 | -8.9% | Q1 2026 | Apr 27, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 9,976 | 803 | 0.18% | 0.17% | 606 | +416 | 4.35% | Q1 2026 | May 21, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 9,915 | 798 | 0.43% | — | 608 | +9,915 | New | Q1 2026 | May 14, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 9,908 | 798 | 0.36% | 0.34% | 607 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dentgroup LLC | History | No change | 10,335 | 796 | 0.55% | 0.55% | 609 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 9,855 | 794 | 0.24% | 0.22% | 610 | +325 | 3.41% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,803 | 789 | 0.06% | 0.04% | 611 | +2,972 | 43.51% | Q1 2026 | Apr 20, 2026 |
| RDA Financial Network | History | Added to | 9,623 | 775 | 0.19% | 0.08% | 612 | +5,424 | 129.17% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 9,612 | 774 | 0.02% | — | 613 | +9,612 | New | Q1 2026 | Apr 15, 2026 |
| Callan Family Office, LLC | History | No change | 9,585 | 772 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Haverford Financial Services, Inc. | History | Added to | 9,568 | 770 | 0.23% | 0.19% | 615 | +713 | 8.05% | Q1 2026 | May 11, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 8,673 | 761 | 0.55% | 0.53% | 616 | -36 | -0.41% | Q1 2026 | May 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 9,250 | 745 | 0.38% | 0.24% | 617 | +3,464 | 59.87% | Q1 2026 | Apr 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 9,243 | 744 | 0.01% | 0.0% | 618 | +3,908 | 73.25% | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 9,455 | 735 | 0.05% | 0.03% | 619 | +589 | 6.64% | Q1 2026 | Apr 24, 2026 |
| Catalina Capital Group, LLC | History | Added to | 9,118 | 734 | 0.44% | 0.36% | 620 | +1,325 | 17.0% | Q1 2026 | Apr 23, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 8,963 | 722 | 0.75% | 0.51% | 621 | +2,485 | 38.36% | Q1 2026 | May 04, 2026 |
| Belleair Asset Management, LLC | History | No change | 8,964 | 722 | 0.66% | 0.66% | 622 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cassilly Financial Group LLC | History | Added to | 8,925 | 719 | 0.62% | 0.6% | 623 | +80 | 0.9% | Q1 2026 | Apr 10, 2026 |
| Hilltop Holdings Inc. | History | New | 8,922 | 718 | 0.06% | — | 624 | +8,922 | New | Q1 2026 | May 14, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 8,907 | 717 | 0.74% | — | 625 | +8,907 | New | Q1 2026 | Apr 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 8,801 | 709 | 0.04% | 0.03% | 626 | +1,909 | 27.7% | Q1 2026 | Apr 08, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 8,792 | 708 | 0.24% | 0.23% | 627 | +123 | 1.42% | Q1 2026 | Apr 17, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 8,677 | 699 | 0.57% | 0.84% | 629 | -3,894 | -30.98% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,683 | 699 | 0.01% | 0.01% | 628 | +2,547 | 41.51% | Q1 2026 | Apr 14, 2026 |
| Linscomb Wealth, Inc. | History | New | 8,629 | 695 | 0.03% | — | 630 | +8,629 | New | Q1 2026 | May 11, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 8,618 | 694 | 0.29% | 0.22% | 631 | +1,202 | 16.21% | Q1 2026 | Apr 08, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 8,907 | 692 | 0.23% | 0.16% | 632 | +2,478 | 38.54% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,542 | 688 | 0.02% | 0.01% | 633 | +1,918 | 28.96% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 8,393 | 676 | 0.14% | 0.14% | 634 | -7 | -0.08% | Q1 2026 | May 12, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 8,346 | 672 | 0.38% | 0.43% | 635 | -1,655 | -16.55% | Q1 2026 | May 14, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 8,329 | 671 | 0.39% | 0.38% | 636 | +47 | 0.57% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 7,058 | 669 | 0.06% | 0.06% | 637 | -23 | -0.32% | Q1 2026 | May 15, 2026 |
| StrongBox Wealth, LLC | History | Added to | 8,244 | 664 | 0.21% | 0.12% | 638 | +3,415 | 70.72% | Q1 2026 | May 08, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 8,105 | 653 | 0.16% | 0.2% | 639 | -545 | -6.3% | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 8,098 | 652 | 0.35% | 0.0% | 640 | +7,971 | 6276.38% | Q1 2026 | May 13, 2026 |
| Santori & Peters, Inc. | History | Added to | 8,069 | 650 | 0.2% | 0.14% | 642 | +2,639 | 48.6% | Q1 2026 | May 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,071 | 650 | 0.03% | 0.03% | 641 | +650 | 8.76% | Q1 2026 | Apr 15, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 8,009 | 645 | 0.32% | 0.25% | 643 | +1,435 | 21.83% | Q1 2026 | May 14, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 8,016 | 645 | 0.43% | 0.42% | 644 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Nemes Rush Group LLC | History | Added to | 8,001 | 644 | 0.06% | 0.03% | 645 | +3,790 | 90.0% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 7,884 | 635 | 0.0% | 0.0% | 646 | -589 | -6.95% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | New | 7,705 | 620 | 0.0% | — | 647 | +7,705 | New | Q1 2026 | May 05, 2026 |
| TSFG, LLC | History | Added to | 7,679 | 619 | 0.09% | 0.0% | 648 | +7,372 | 2401.3% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | Reduced | 7,679 | 618 | 0.02% | 0.01% | 649 | -43 | -0.56% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 7,626 | 614 | 0.0% | — | 650 | +7,626 | New | Q1 2026 | May 14, 2026 |
| Asempa Wealth Advisors | History | Reduced | 7,527 | 611 | 0.53% | 0.81% | 651 | -4,660 | -38.24% | Q1 2026 | Apr 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 7,565 | 609 | 0.0% | 0.0% | 652 | -400 | -5.02% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 7,545 | 607 | 0.21% | 0.16% | 653 | +12 | 0.16% | Q1 2026 | Apr 08, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 6,495 | 604 | 0.48% | — | 654 | +6,495 | New | Q1 2026 | May 14, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 7,468 | 601 | 0.43% | 0.4% | 655 | -2 | -0.03% | Q1 2026 | Apr 15, 2026 |
| VICUS CAPITAL | History | Added to | 7,444 | 599 | 0.04% | 0.02% | 656 | +3,307 | 79.94% | Q1 2026 | Apr 22, 2026 |
| Abacus Planning Group, Inc. | History | No change | 7,442 | 599 | 0.08% | 0.08% | 657 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Reduced | 7,397 | 596 | 0.63% | 1.43% | 658 | -2,434 | -24.76% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 7,376 | 594 | 0.03% | — | 659 | +7,376 | New | Q1 2026 | Apr 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 7,355 | 592 | 0.18% | 0.11% | 660 | +774 | 11.76% | Q1 2026 | May 12, 2026 |
| Total Wealth Planning, LLC | History | No change | 7,672 | 590 | 1.26% | 1.26% | 661 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 7,237 | 583 | 0.01% | 0.01% | 662 | +987 | 15.79% | Q1 2026 | May 11, 2026 |
| Investmark Advisory Group LLC | History | Added to | 7,223 | 582 | 0.25% | 0.22% | 663 | +511 | 7.61% | Q1 2026 | May 15, 2026 |
| Foundry Financial LLC | History | Reduced | 7,160 | 576 | 0.24% | 0.43% | 664 | -3,463 | -32.6% | Q1 2026 | Apr 21, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 7,124 | 574 | 0.05% | — | 665 | +7,124 | New | Q1 2026 | May 06, 2026 |
| Peak Planning Group, LLC | History | Added to | 7,100 | 572 | 0.16% | 0.13% | 666 | +872 | 14.0% | Q1 2026 | Apr 22, 2026 |
| GatePass Capital, LLC | History | Added to | 6,964 | 561 | 0.26% | 0.18% | 667 | +2,500 | 56.0% | Q1 2026 | May 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 6,524 | 560 | 0.07% | 0.05% | 668 | +1,129 | 20.93% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Added to | 6,928 | 558 | 0.03% | 0.02% | 669 | +2,489 | 56.07% | Q1 2026 | Apr 27, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 6,895 | 555 | 0.03% | 0.02% | 670 | +1,570 | 29.48% | Q1 2026 | May 11, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 6,855 | 552 | 0.08% | 0.04% | 671 | +3,386 | 97.61% | Q1 2026 | May 08, 2026 |
| Aureum Wealth Management, LLC | History | New | 6,787 | 546 | 0.38% | — | 672 | +6,787 | New | Q1 2026 | Apr 22, 2026 |
| Trademark Financial Management, LLC | History | New | 6,681 | 538 | 0.26% | — | 673 | +6,681 | New | Q1 2026 | Apr 27, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 6,644 | 535 | 0.02% | 0.02% | 674 | +652 | 10.88% | Q1 2026 | Apr 20, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 6,565 | 529 | 0.21% | 0.2% | 676 | +43 | 0.66% | Q1 2026 | May 04, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 6,576 | 529 | 0.06% | 0.06% | 675 | +5 | 0.08% | Q1 2026 | May 14, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 6,553 | 528 | 0.36% | 0.36% | 677 | -53 | -0.8% | Q1 2026 | Apr 13, 2026 |
| Operose Advisors LLC | History | Added to | 6,494 | 523 | 0.12% | 0.09% | 678 | +1,615 | 33.1% | Q1 2026 | May 12, 2026 |
| UPTICK PARTNERS, LLC | History | New | 6,403 | 515 | 0.1% | — | 680 | +6,403 | New | Q1 2026 | May 01, 2026 |
| VANGUARD GROUP INC | History | No change | 6,698 | 515 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 6,385 | 514 | 0.19% | 0.2% | 681 | -1,233 | -16.19% | Q1 2026 | May 12, 2026 |
| Compass Ion Advisors, LLC | History | No change | 6,339 | 510 | 0.05% | 0.05% | 682 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 6,265 | 504 | 0.05% | — | 683 | +6,265 | New | Q1 2026 | May 04, 2026 |
| Vanguard National Trust Co | History | New | 6,212 | 500 | 0.03% | — | 684 | +6,212 | New | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,983 | 482 | 0.0% | 0.0% | 685 | +1,205 | 25.22% | Q1 2026 | May 13, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 5,585 | 478 | 0.06% | 0.05% | 686 | +1,051 | 23.18% | Q1 2026 | Apr 20, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 5,924 | 477 | 0.01% | — | 687 | +5,924 | New | Q1 2026 | Apr 15, 2026 |
| Elevation Wealth Management LLC | History | New | 5,924 | 477 | 0.44% | — | 688 | +5,924 | New | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Reduced | 5,914 | 476 | 0.01% | 0.01% | 689 | -51 | -0.85% | Q1 2026 | Apr 13, 2026 |
| Cadia Private Client LLC | History | Added to | 5,750 | 463 | 0.38% | 0.26% | 690 | +1,535 | 36.42% | Q1 2026 | May 20, 2026 |
| West Wealth Group, LLC | History | New | 5,732 | 461 | 0.09% | — | 691 | +5,732 | New | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Added to | 5,675 | 457 | 0.02% | 0.01% | 692 | +1,669 | 41.66% | Q1 2026 | May 05, 2026 |
| Squire Investment Management Company, LLC | History | No change | 5,678 | 457 | 0.13% | 0.13% | 693 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,665 | 456 | 0.0% | 0.0% | 694 | +3,011 | 113.45% | Q1 2026 | May 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 5,647 | 455 | 0.24% | 0.23% | 695 | +48 | 0.86% | Q1 2026 | Apr 20, 2026 |
| XTX Topco Ltd | History | New | 5,570 | 448 | 0.01% | — | 696 | +5,570 | New | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | New | 5,530 | 445 | 0.01% | — | 697 | +5,530 | New | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 5,536 | 442 | 0.14% | 0.1% | 698 | +1,494 | 36.96% | Q1 2026 | May 14, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 5,475 | 441 | 0.45% | 0.43% | 699 | +210 | 3.99% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,472 | 440 | 0.0% | 0.0% | 700 | +2,356 | 75.61% | Q1 2026 | May 14, 2026 |
| Family Investment Center, Inc. | History | Added to | 5,463 | 440 | 0.08% | 0.08% | 701 | +49 | 0.91% | Q1 2026 | Apr 24, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 5,394 | 434 | 0.25% | 0.24% | 702 | -140 | -2.53% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 5,302 | 427 | 0.02% | 0.01% | 703 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,288 | 426 | 0.0% | 0.0% | 704 | +1,722 | 48.29% | Q1 2026 | May 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 5,292 | 426 | 0.19% | 0.17% | 705 | +602 | 12.84% | Q1 2026 | May 27, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 5,282 | 425 | 0.19% | 0.21% | 706 | -297 | -5.32% | Q1 2026 | Apr 20, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 5,212 | 419 | 0.24% | 0.17% | 707 | +931 | 21.75% | Q1 2026 | Apr 17, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 5,179 | 417 | 0.15% | 0.17% | 708 | +883 | 20.55% | Q1 2026 | May 12, 2026 |
| Vawter Financial, Ltd. | History | New | 5,110 | 411 | 0.17% | — | 709 | +5,110 | New | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 5,045 | 406 | 0.18% | — | 710 | +5,045 | New | Q1 2026 | Apr 23, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 5,011 | 403 | 0.3% | 0.31% | 711 | -6 | -0.12% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 4,895 | 394 | 0.01% | — | 713 | +4,895 | New | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 4,899 | 394 | 0.0% | 0.0% | 712 | -71 | -1.43% | Q1 2026 | May 13, 2026 |
| Narus Financial Partners, LLC | History | New | 4,880 | 393 | 0.1% | — | 714 | +4,880 | New | Q1 2026 | Apr 21, 2026 |
| Empirical Asset Management, LLC | History | Added to | 4,868 | 392 | 0.1% | 0.07% | 715 | +1,799 | 58.62% | Q1 2026 | May 11, 2026 |
| Fulcrum Equity Management | History | Added to | 4,804 | 387 | 0.37% | 0.33% | 716 | +273 | 6.03% | Q1 2026 | Apr 02, 2026 |
| Prosperitas Financial LLC | History | New | 4,795 | 386 | 0.14% | — | 717 | +4,795 | New | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | New | 4,778 | 385 | 0.18% | — | 718 | +4,778 | New | Q1 2026 | Apr 27, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 4,740 | 382 | 0.09% | 0.05% | 719 | +1,858 | 64.47% | Q1 2026 | Apr 17, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 4,414 | 379 | 0.37% | 0.37% | 720 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Horizon Investment Services, LLC | History | New | 4,664 | 375 | 0.13% | — | 721 | +4,664 | New | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,646 | 374 | 0.0% | — | 722 | +4,646 | New | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 4,600 | 370 | 0.0% | — | 723 | +4,600 | New | Q1 2026 | May 15, 2026 |
| Emprise Bank | History | Added to | 4,577 | 368 | 0.15% | 0.11% | 724 | +1,003 | 28.06% | Q1 2026 | Apr 20, 2026 |
| Meredith Wealth Planning | History | New | 4,555 | 367 | 0.1% | — | 725 | +4,555 | New | Q1 2026 | Apr 27, 2026 |
| Alteri Wealth LLC | History | New | 4,549 | 366 | 0.12% | — | 726 | +4,549 | New | Q1 2026 | May 06, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 4,538 | 365 | 0.06% | 0.06% | 727 | -341 | -6.99% | Q1 2026 | Apr 29, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Reduced | 4,507 | 363 | 0.32% | 0.33% | 728 | -62 | -1.36% | Q1 2026 | May 12, 2026 |
| Saxony Capital Management, LLC | History | Added to | 4,507 | 363 | 0.21% | 0.21% | 729 | +7 | 0.16% | Q1 2026 | Apr 24, 2026 |
| MSH Capital Advisors LLC | History | Added to | 4,492 | 361 | 0.08% | 0.06% | 730 | +742 | 19.79% | Q1 2026 | May 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 4,405 | 355 | 0.05% | 0.04% | 731 | +874 | 24.75% | Q1 2026 | May 08, 2026 |
| Greenline Wealth Management LLC | History | Added to | 4,390 | 353 | 0.41% | 0.0% | 732 | +4,373 | 25723.53% | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 4,347 | 350 | 0.04% | — | 733 | +4,347 | New | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | New | 4,343 | 349 | 0.0% | — | 734 | +4,343 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | New | 4,342 | 349 | 0.02% | — | 735 | +4,342 | New | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Added to | 4,319 | 348 | 0.0% | 0.0% | 736 | +39 | 0.91% | Q1 2026 | May 12, 2026 |
| Alpha Financial Partners LLC | History | New | 4,258 | 343 | 0.2% | — | 737 | +4,258 | New | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,143 | 333 | 0.03% | 0.02% | 738 | +1,878 | 82.91% | Q1 2026 | Apr 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 4,140 | 333 | 0.04% | 0.04% | 739 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Austin Wealth Management, LLC | History | New | 4,081 | 331 | 0.08% | — | 741 | +4,081 | New | Q1 2026 | Apr 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 4,120 | 331 | 0.14% | 0.15% | 740 | -489 | -10.61% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,088 | 329 | 0.0% | 0.0% | 742 | -300 | -6.84% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | No change | 4,083 | 329 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Millington Financial Advisors, LLC | History | No change | 3,681 | 329 | 0.14% | 0.14% | 744 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | Added to | 4,042 | 325 | 0.05% | 0.04% | 745 | +1,205 | 42.47% | Q1 2026 | May 04, 2026 |
| Axis Wealth Partners, LLC | History | New | 4,025 | 324 | 0.17% | — | 746 | +4,025 | New | Q1 2026 | Apr 24, 2026 |
| Vantus Wealth LLC | History | No change | 4,200 | 323 | 0.24% | 0.24% | 747 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Signature Wealth Management Group | History | New | 3,952 | 318 | 0.12% | — | 748 | +3,952 | New | Q1 2026 | Apr 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 3,811 | 307 | 0.0% | 0.01% | 750 | +73 | 1.95% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Capital, Inc. | History | No change | 3,815 | 307 | 0.03% | 0.03% | 749 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 3,805 | 306 | 0.02% | 0.02% | 751 | +1,149 | 43.26% | Q1 2026 | May 13, 2026 |
| Element Wealth, LLC | History | New | 3,790 | 305 | 0.13% | — | 752 | +3,790 | New | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | New | 3,766 | 303 | 0.0% | — | 753 | +3,766 | New | Q1 2026 | May 11, 2026 |
| Vilga Financial Planning LLC | History | No change | 3,756 | 302 | 0.27% | 0.28% | 754 | 0 | 0.0% | Q1 2026 | Jun 22, 2026 |
| Envision Financial LLC | History | Added to | 3,740 | 301 | 0.16% | 0.15% | 755 | +130 | 3.6% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,725 | 300 | 0.09% | 0.08% | 756 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Brown Financial Advisory | History | Reduced | 3,706 | 298 | 0.15% | 0.22% | 757 | -1,853 | -33.33% | Q1 2026 | Apr 24, 2026 |
| Avion Wealth | History | No change | 3,610 | 290 | 0.06% | 0.06% | 758 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 3,592 | 289 | 0.05% | 0.05% | 759 | -111 | -3.0% | Q1 2026 | May 01, 2026 |
| Greenwich Wealth Management LLC | History | New | 3,567 | 287 | 0.01% | — | 760 | +3,567 | New | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | New | 3,554 | 286 | 0.02% | — | 761 | +3,554 | New | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 3,548 | 285 | 0.2% | 0.02% | 762 | +3,240 | 1051.95% | Q1 2026 | Apr 07, 2026 |
| Ignite Planners, LLC | History | New | 3,402 | 284 | 0.04% | — | 763 | +3,402 | New | Q1 2026 | Apr 17, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 3,508 | 282 | 0.03% | — | 765 | +3,508 | New | Q1 2026 | Apr 15, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,508 | 282 | 0.02% | 0.02% | 764 | -43 | -1.21% | Q1 2026 | May 13, 2026 |
| Accredited Investors Inc. | History | New | 3,499 | 281 | 0.02% | — | 766 | +3,499 | New | Q1 2026 | Apr 30, 2026 |
| Busey Bank | History | New | 3,482 | 280 | 0.01% | — | 767 | +3,482 | New | Q1 2026 | Apr 28, 2026 |
| Edge Financial Advisors LLC | History | No change | 3,597 | 277 | 0.12% | 0.12% | 768 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Gryphon Financial Partners LLC | History | New | 3,431 | 276 | 0.03% | — | 769 | +3,431 | New | Q1 2026 | May 06, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 3,397 | 273 | 0.13% | — | 770 | +3,397 | New | Q1 2026 | May 14, 2026 |
| Parcion Private Wealth LLC | History | Added to | 3,383 | 272 | 0.02% | 0.02% | 771 | +168 | 5.23% | Q1 2026 | Apr 22, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 3,359 | 270 | 0.02% | 0.02% | 772 | +131 | 4.06% | Q1 2026 | Apr 20, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 3,350 | 269 | 0.0% | 0.0% | 773 | -286 | -7.87% | Q1 2026 | May 08, 2026 |
| SMITH, MOORE & CO. | History | New | 3,258 | 262 | 0.02% | — | 774 | +3,258 | New | Q1 2026 | May 05, 2026 |
| Nova R Wealth, Inc. | History | Added to | 3,221 | 259 | 0.08% | 0.09% | 775 | +2 | 0.06% | Q1 2026 | Apr 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 3,195 | 257 | 0.01% | — | 777 | +3,195 | New | Q1 2026 | Apr 16, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 3,195 | 257 | 0.16% | 0.16% | 776 | -147 | -4.4% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | Reduced | 3,184 | 256 | 0.03% | 0.03% | 779 | -32 | -1.0% | Q1 2026 | May 12, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 3,186 | 256 | 0.1% | 0.1% | 778 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 3,170 | 255 | 0.03% | 0.03% | 780 | -580 | -15.47% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 3,169 | 255 | 0.02% | 0.02% | 781 | -45 | -1.4% | Q1 2026 | Apr 16, 2026 |
| Northwest Capital Management Inc | History | No change | 3,294 | 253 | 1.1% | 1.1% | 782 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 3,099 | 249 | 0.05% | — | 783 | +3,099 | New | Q1 2026 | Apr 15, 2026 |
| RHL GROUP, LLC | History | Added to | 3,086 | 248 | 0.21% | 0.08% | 784 | +1,824 | 144.53% | Q1 2026 | May 13, 2026 |
| Thrive Wealth Management, LLC | History | New | 3,033 | 244 | 0.04% | — | 785 | +3,033 | New | Q1 2026 | Apr 09, 2026 |
| Mayfair Advisory Group, LLC | History | New | 3,023 | 243 | 0.08% | — | 787 | +3,023 | New | Q1 2026 | Apr 21, 2026 |
| Generations Wealth, LLC | History | Added to | 3,018 | 243 | 0.24% | 0.22% | 786 | +216 | 7.71% | Q1 2026 | May 05, 2026 |
| Dana Investment Advisors, Inc. | History | New | 2,946 | 237 | 0.01% | — | 790 | +2,946 | New | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 2,948 | 237 | 0.02% | 0.0% | 788 | +2,757 | 1443.46% | Q1 2026 | Apr 23, 2026 |
| Zhang Financial LLC | History | Reduced | 2,953 | 237 | 0.01% | 0.01% | 789 | -413 | -12.27% | Q1 2026 | May 06, 2026 |
| Talisman Wealth Advisors LLC | History | New | 2,933 | 236 | 0.19% | — | 793 | +2,933 | New | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 2,937 | 236 | 0.02% | 0.02% | 791 | -65 | -2.17% | Q1 2026 | Apr 30, 2026 |
| Aspen Capital Management, LLC | History | Added to | 2,931 | 236 | 0.06% | 0.06% | 792 | +1 | 0.03% | Q1 2026 | Apr 17, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 2,904 | 234 | 0.17% | — | 794 | +2,904 | New | Q1 2026 | May 15, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 2,898 | 233 | 0.02% | — | 795 | +2,898 | New | Q1 2026 | Apr 23, 2026 |
| Clark Asset Management, LLC | History | New | 2,887 | 232 | 0.02% | — | 797 | +2,887 | New | Q1 2026 | Apr 16, 2026 |
| Colonial Trust Co / SC | History | New | 2,884 | 232 | 0.03% | — | 796 | +2,884 | New | Q1 2026 | May 12, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 2,867 | 231 | 0.07% | 0.07% | 798 | +2 | 0.07% | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | New | 2,845 | 229 | 0.0% | — | 799 | +2,845 | New | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | New | 2,839 | 228 | 0.01% | — | 800 | +2,839 | New | Q1 2026 | May 15, 2026 |
| Exeter Financial, LLC | History | No change | 2,802 | 225 | 0.09% | 0.09% | 801 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lutz Financial Services LLC | History | No change | 2,766 | 222 | 0.01% | 0.01% | 802 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Caerus Investment Advisors, LLC | History | New | 2,727 | 219 | 0.09% | — | 804 | +2,727 | New | Q1 2026 | Jun 01, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 2,721 | 219 | 0.11% | — | 805 | +2,721 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2,719 | 219 | 0.0% | — | 803 | +2,719 | New | Q1 2026 | May 14, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 2,666 | 214 | 0.07% | 0.07% | 806 | +7 | 0.26% | Q1 2026 | May 15, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 2,641 | 212 | 0.22% | — | 807 | +2,641 | New | Q1 2026 | May 04, 2026 |
| First Heartland Consultants, Inc. | History | New | 2,591 | 208 | 0.02% | — | 808 | +2,591 | New | Q1 2026 | Apr 08, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 2,555 | 205 | 0.2% | — | 810 | +2,555 | New | Q1 2026 | Apr 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 2,546 | 205 | 0.01% | — | 809 | +2,546 | New | Q1 2026 | May 06, 2026 |
| Facet Wealth, Inc. | History | Reduced | 2,544 | 204 | 0.0% | 0.0% | 811 | -465 | -15.45% | Q1 2026 | May 07, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 2,503 | 201 | 0.25% | 1.95% | 812 | -46,689 | -94.91% | Q1 2026 | May 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,400 | 193 | 0.01% | 0.01% | 813 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Delos Wealth Advisors, LLC | History | New | 2,303 | 185 | 0.11% | — | 814 | +2,303 | New | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 2,277 | 183 | 0.05% | 0.13% | 815 | -2,986 | -56.74% | Q1 2026 | May 08, 2026 |
| Kennebec Savings Bank | History | Reduced | 2,055 | 165 | 0.15% | 0.15% | 816 | -182 | -8.14% | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,974 | 159 | 0.0% | 0.0% | 817 | -601 | -23.34% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,755 | 142 | 0.11% | 0.13% | 818 | +1 | 0.06% | Q1 2026 | Apr 02, 2026 |
| Trust Co | History | Added to | 1,739 | 140 | 0.01% | 0.01% | 819 | +678 | 63.9% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,771 | 136 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | New | 1,612 | 129 | 0.03% | — | 821 | +1,612 | New | Q1 2026 | Apr 10, 2026 |
| Arlington Trust Co LLC | History | New | 1,570 | 126 | 0.01% | — | 822 | +1,570 | New | Q1 2026 | Apr 08, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,447 | 116 | 0.0% | 0.0% | 823 | +1,416 | 4567.74% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,358 | 109 | 0.01% | 0.01% | 824 | -69 | -4.84% | Q1 2026 | May 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,327 | 106 | 0.01% | 0.01% | 825 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tidemark, LLC | History | Reduced | 1,301 | 104 | 0.03% | 0.04% | 827 | -346 | -21.01% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,356 | 104 | 0.0% | 0.0% | 826 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,266 | 102 | 0.03% | 0.02% | 828 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,260 | 101 | 0.01% | 0.0% | 829 | +821 | 187.02% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,251 | 100 | 0.0% | 0.0% | 830 | +582 | 87.0% | Q1 2026 | May 04, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 1,197 | 92 | 0.03% | 0.03% | 831 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 1,106 | 89 | 0.06% | 0.0% | 833 | +1,048 | 1806.9% | Q1 2026 | May 11, 2026 |
| LGT Financial Advisors LLC | History | Added to | 1,106 | 89 | 0.46% | 0.48% | 832 | +69 | 6.65% | Q1 2026 | Apr 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,093 | 88 | 0.01% | 0.01% | 834 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | Reduced | 1,069 | 86 | 0.0% | 0.0% | 835 | -9 | -0.83% | Q1 2026 | Apr 22, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,000 | 80 | 0.0% | — | 836 | +1,000 | New | Q1 2026 | Apr 29, 2026 |
| CVA Family Office, LLC | History | Added to | 992 | 79 | 0.01% | 0.01% | 837 | +138 | 16.16% | Q1 2026 | Apr 29, 2026 |
| Longview Financial Advisors, Inc. | History | New | 969 | 78 | 0.05% | — | 838 | +969 | New | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 909 | 73 | 0.01% | 0.0% | 839 | -11 | -1.2% | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 860 | 69 | 0.04% | 0.03% | 840 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 838 | 67 | 0.06% | 0.05% | 841 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CX Institutional | History | No change | 823 | 66 | 0.0% | 0.0% | 842 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Blue Trust, Inc. | History | Added to | 812 | 65 | 0.0% | 0.0% | 844 | +377 | 86.67% | Q1 2026 | Apr 20, 2026 |
| WealthShield Partners, LLC | History | Added to | 809 | 65 | 0.01% | 0.01% | 843 | +9 | 1.13% | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | Added to | 793 | 63 | 0.0% | 0.0% | 845 | +580 | 272.3% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | New | 760 | 61 | 0.0% | — | 846 | +760 | New | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 700 | 56 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Team Financial Group, LLC | History | Added to | 659 | 53 | 0.02% | 0.02% | 848 | +102 | 18.31% | Q1 2026 | May 01, 2026 |
| Financial Freedom, LLC | History | No change | 655 | 52 | 0.03% | 0.02% | 849 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VANGUARD ADVISERS INC | History | New | 637 | 51 | 0.0% | — | 850 | +637 | New | Q1 2026 | May 08, 2026 |
| MidFirst Bank | History | New | 616 | 49 | 0.0% | — | 851 | +616 | New | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 597 | 48 | 0.04% | 0.04% | 852 | -106 | -15.08% | Q1 2026 | Apr 27, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 600 | 47 | 0.0% | 0.0% | 853 | -600 | -50.0% | Q1 2026 | May 12, 2026 |
| Motiv8 Investments LLC | History | No change | 612 | 47 | 0.03% | 0.03% | 854 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ascentis Independent Advisors | History | Reduced | 531 | 42 | 0.0% | 0.03% | 855 | -2,129 | -80.04% | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | New | 516 | 41 | 0.0% | — | 856 | +516 | New | Q1 2026 | May 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 508 | 40 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CNB Bank | History | No change | 477 | 38 | 0.02% | 0.01% | 858 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 456 | 37 | 0.0% | 0.0% | 859 | -97 | -17.54% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | New | 451 | 36 | 0.01% | — | 860 | +451 | New | Q1 2026 | May 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 435 | 35 | 0.01% | 0.01% | 861 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NorthAvenue LLC | History | No change | 413 | 33 | 0.03% | 0.03% | 862 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Banque Transatlantique SA | History | New | 397 | 31 | 0.0% | — | 866 | +397 | New | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 388 | 31 | 0.0% | — | 865 | +388 | New | Q1 2026 | May 26, 2026 |
| Wellington Grp LLC | History | Added to | 394 | 31 | 0.01% | 0.01% | 864 | +98 | 33.11% | Q1 2026 | May 22, 2026 |
| TD Capital Management LLC | History | Added to | 395 | 31 | 0.0% | 0.0% | 863 | +1 | 0.25% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | No change | 377 | 30 | 0.0% | 0.0% | 867 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Synergy Investment Management, LLC | History | New | 371 | 29 | 0.01% | — | 869 | +371 | New | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | No change | 369 | 29 | 0.0% | 0.0% | 868 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 350 | 28 | 0.0% | — | 870 | +350 | New | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | Reduced | 347 | 27 | 0.01% | 0.01% | 871 | -1 | -0.29% | Q1 2026 | Apr 13, 2026 |
| Winch Advisory Services, LLC | History | New | 318 | 25 | 0.01% | — | 872 | +318 | New | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 301 | 24 | 0.0% | 0.0% | 873 | +2 | 0.67% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 302 | 24 | 0.0% | 0.0% | 874 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HHM Wealth Advisors, LLC | History | New | 285 | 22 | 0.0% | — | 877 | +285 | New | Q1 2026 | Apr 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 274 | 22 | 0.0% | — | 876 | +274 | New | Q1 2026 | Apr 14, 2026 |
| HM PAYSON & CO | History | No change | 284 | 22 | 0.0% | 0.0% | 875 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 263 | 21 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Reduced | 252 | 20 | 0.0% | 0.0% | 879 | -40 | -13.7% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 238 | 19 | 0.0% | 0.0% | 880 | -61 | -20.4% | Q1 2026 | Apr 21, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 246 | 19 | 0.0% | 0.0% | 881 | +45 | 22.39% | Q1 2026 | Apr 28, 2026 |
| American Capital Advisory, LLC | History | Reduced | 225 | 18 | 0.01% | 0.01% | 882 | -172 | -43.32% | Q1 2026 | Apr 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 234 | 18 | 0.01% | 0.01% | 883 | -3 | -1.27% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 220 | 17 | 0.0% | 0.0% | 884 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 214 | 17 | 0.01% | 0.01% | 885 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 187 | 15 | 0.01% | 0.01% | 886 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 181 | 14 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| COUNTRY TRUST BANK | History | New | 163 | 13 | 0.0% | — | 891 | +163 | New | Q1 2026 | Apr 10, 2026 |
| MCF Advisors LLC | History | Added to | 174 | 13 | 0.0% | 0.0% | 889 | +1 | 0.58% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 165 | 13 | 0.0% | 0.0% | 888 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 170 | 13 | 0.01% | 0.01% | 890 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 155 | 12 | 0.01% | 0.07% | 893 | -1,501 | -90.64% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 150 | 12 | 0.0% | 0.0% | 892 | +36 | 31.58% | Q1 2026 | Apr 17, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 151 | 12 | 0.0% | 0.0% | 894 | +11 | 7.86% | Q1 2026 | Apr 28, 2026 |
| GGM Financial LLC | History | No change | 150 | 12 | 0.01% | 0.01% | 895 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vision Retirement, LLC | History | New | 130 | 10 | 0.0% | — | 896 | +130 | New | Q1 2026 | May 07, 2026 |
| Monetary Solutions, Ltd | History | New | 125 | 10 | 0.01% | — | 897 | +125 | New | Q1 2026 | May 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 121 | 9 | 0.0% | — | 899 | +121 | New | Q1 2026 | May 11, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 119 | 9 | 0.0% | — | 900 | +119 | New | Q1 2026 | May 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 117 | 9 | 0.0% | 0.0% | 898 | +11 | 10.38% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Added to | 104 | 8 | 0.01% | 0.01% | 901 | +5 | 5.05% | Q1 2026 | May 07, 2026 |
| Basepoint Wealth LLC | History | New | 88 | 7 | 0.0% | — | 903 | +88 | New | Q1 2026 | May 07, 2026 |
| S&T BANK/PA | History | No change | 97 | 7 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 78 | 6 | 0.0% | — | 904 | +78 | New | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 75 | 5 | 0.0% | 0.0% | 905 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ST GERMAIN D J CO INC | History | New | 62 | 4 | 0.0% | — | 908 | +62 | New | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | New | 61 | 4 | 0.0% | — | 907 | +61 | New | Q1 2026 | Apr 14, 2026 |
| Kingdom Financial Group LLC. | History | New | 58 | 4 | 0.0% | — | 909 | +58 | New | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 58 | 4 | 0.0% | — | 906 | +51 | 728.57% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 40 | 3 | 0.0% | 0.0% | 910 | -11,790 | -99.66% | Q1 2026 | May 06, 2026 |
| Timmons Wealth Management, LLC | History | New | 46 | 3 | 0.0% | — | 917 | +46 | New | Q1 2026 | May 11, 2026 |
| Pacific Center for Financial Services | History | New | 43 | 3 | 0.0% | — | 916 | +43 | New | Q1 2026 | May 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 40 | 3 | 0.0% | — | 915 | +40 | New | Q1 2026 | Apr 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 46 | 3 | 0.0% | — | 913 | +37 | 411.11% | Q1 2026 | Apr 27, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 41 | 3 | 0.0% | 0.0% | 914 | -33 | -44.59% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | No change | 46 | 3 | 0.0% | 0.0% | 911 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 46 | 3 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 33 | 2 | 0.0% | — | 921 | +33 | New | Q1 2026 | May 12, 2026 |
| Addison Advisors LLC | History | Added to | 27 | 2 | 0.0% | — | 919 | +17 | 170.0% | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | No change | 36 | 2 | 0.0% | 0.0% | 918 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Networth Advisors, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 920 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | Reduced | 22 | 1 | 0.0% | 0.0% | 924 | -158 | -87.78% | Q1 2026 | May 08, 2026 |
| Security National Bank | History | New | 18 | 1 | 0.0% | — | 927 | +18 | New | Q1 2026 | Apr 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 15 | 1 | 0.0% | 0.0% | 922 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Investors Research Corp | History | No change | 15 | 1 | 0.0% | 0.0% | 923 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Cornerstone Planning Group LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 925 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 926 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -700,000 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -161,480 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -73,039 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -37,855 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -23,681 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,470 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,930 | -100.0% | Q1 2026 | May 12, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,213 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,109 | -100.0% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,839 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,839 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,028 | -100.0% | Q1 2026 | May 07, 2026 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,492 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Argo Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,375 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,260 | -100.0% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,879 | -100.0% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,726 | -100.0% | Q1 2026 | May 12, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,634 | -100.0% | Q1 2026 | May 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -465 | -100.0% | Q1 2026 | May 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -159 | -100.0% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | Reduced | 12 | 0 | — | — | — | -65 | -84.42% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lodestone Wealth Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |