AMERICAN CENTURY ETF TRUST - AVUV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 20,195,491 | 2,230,995 | 1.51% | 1.38% | 1 | +1,350,729 | 7.17% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 6,665,990 | 736,672 | 0.82% | 0.76% | 2 | +123,961 | 1.89% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 6,527,850 | 721,131 | 0.19% | 0.15% | 3 | +1,052,611 | 19.22% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 3,300,915 | 364,652 | 0.02% | 0.02% | 4 | +315,859 | 10.58% | Q1 2026 | May 15, 2026 |
| Truepoint, Inc. | History | Added to | 2,871,933 | 317,262 | 7.07% | 6.53% | 5 | +24,783 | 0.87% | Q1 2026 | May 08, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 2,833,098 | 312,972 | 14.45% | 13.77% | 6 | -11,740 | -0.41% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,823,632 | 311,926 | 0.02% | 0.02% | 7 | +330,421 | 13.25% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,494,305 | 275,545 | 0.07% | 0.07% | 8 | +156,218 | 6.68% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,484,516 | 274,283 | 2.76% | 2.51% | 9 | +475,137 | 23.65% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,480,157 | 273,971 | 0.06% | 0.05% | 10 | +402,128 | 19.35% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,392,956 | 264,349 | 0.16% | 0.15% | 11 | +79,764 | 3.45% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,742,086 | 192,448 | 0.04% | 0.03% | 12 | +358,223 | 25.89% | Q1 2026 | May 11, 2026 |
| Plancorp, LLC | History | Added to | 1,469,326 | 168,575 | 4.79% | 4.19% | 13 | +109,142 | 8.02% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,486,333 | 164,195 | 0.05% | 0.04% | 14 | +182,307 | 13.98% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,449,790 | 160,158 | 0.02% | 0.02% | 15 | +172,364 | 13.49% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,412,354 | 156,023 | 0.17% | 0.15% | 16 | +94,340 | 7.16% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,410,331 | 155,799 | 1.16% | 1.08% | 17 | +97,783 | 7.45% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,366,089 | 150,570 | 0.22% | 0.2% | 18 | +27,740 | 2.07% | Q1 2026 | May 15, 2026 |
| Unison Advisors LLC | History | Added to | 1,328,533 | 146,763 | 11.13% | 11.71% | 19 | +14,894 | 1.13% | Q1 2026 | Apr 28, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,212,762 | 133,973 | 7.11% | 6.44% | 20 | +67,767 | 5.92% | Q1 2026 | Apr 27, 2026 |
| Evensky & Katz LLC | History | Reduced | 1,200,901 | 132,664 | 7.55% | 7.05% | 21 | -24,065 | -1.96% | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,087,142 | 120,096 | 0.67% | 0.58% | 22 | +72,849 | 7.18% | Q1 2026 | Apr 30, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 1,051,667 | 116,177 | 2.96% | 2.83% | 23 | -21,057 | -1.96% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 960,379 | 106,093 | 0.51% | 0.44% | 24 | +193,682 | 25.26% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 952,248 | 105,194 | 0.15% | 0.12% | 25 | +51,528 | 5.72% | Q1 2026 | Apr 27, 2026 |
| RW Investment Management LLC | History | New | 914,627 | 101,038 | 9.78% | — | 26 | +914,627 | New | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 885,613 | 97,833 | 0.02% | 0.01% | 27 | +87,371 | 10.95% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 875,683 | 96,736 | 0.05% | 0.04% | 28 | +80,034 | 10.06% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 862,566 | 95,287 | 2.62% | 2.45% | 29 | +3,795 | 0.44% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 867,864 | 93,963 | 0.01% | 0.01% | 30 | +19,248 | 2.27% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 755,647 | 83,476 | 0.09% | 0.07% | 31 | +96,966 | 14.72% | Q1 2026 | May 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 748,037 | 82,635 | 5.62% | 5.18% | 32 | +10,711 | 1.45% | Q1 2026 | May 14, 2026 |
| Foster Group, Inc. | History | Reduced | 702,392 | 77,593 | 2.31% | 2.24% | 33 | -24,782 | -3.41% | Q1 2026 | Apr 13, 2026 |
| Symmetry Partners, LLC | History | Added to | 677,534 | 74,847 | 4.28% | 4.0% | 34 | +14,740 | 2.22% | Q1 2026 | Apr 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 632,849 | 69,910 | 7.51% | 7.43% | 35 | -12,698 | -1.97% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 623,763 | 68,907 | 0.3% | 0.27% | 36 | -16,174 | -2.53% | Q1 2026 | May 15, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 619,938 | 68,484 | 12.09% | 12.25% | 37 | +102 | 0.02% | Q1 2026 | May 14, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 610,884 | 67,484 | 6.18% | 5.84% | 38 | +14,431 | 2.42% | Q1 2026 | Apr 23, 2026 |
| PDS Planning, Inc | History | Added to | 603,359 | 66,653 | 4.4% | 4.1% | 39 | +1,440 | 0.24% | Q1 2026 | Apr 21, 2026 |
| Meredith Wealth Planning | History | Added to | 591,966 | 65,394 | 17.72% | 17.72% | 40 | +8,399 | 1.44% | Q1 2026 | Apr 27, 2026 |
| Krilogy Financial LLC | History | Reduced | 562,877 | 65,130 | 2.1% | 2.11% | 41 | -9,834 | -1.72% | Q1 2026 | Apr 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 563,090 | 62,204 | 3.35% | 3.75% | 42 | -105,572 | -15.79% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 558,513 | 61,810 | 0.58% | 0.49% | 43 | +113,595 | 25.53% | Q1 2026 | Apr 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 543,168 | 60,003 | 3.87% | 2.57% | 44 | -2,558 | -0.47% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 540,480 | 59,706 | 0.33% | 0.21% | 45 | -44,491 | -7.61% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 532,605 | 56,094 | 0.08% | 0.07% | 46 | +25,994 | 5.13% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 499,530 | 55,183 | 0.06% | 0.05% | 47 | +109,108 | 27.95% | Q1 2026 | May 13, 2026 |
| Burton Enright Welch | History | Added to | 487,601 | 53,865 | 7.32% | 6.79% | 48 | +14,502 | 3.07% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 470,834 | 52,013 | 0.03% | 0.02% | 49 | +28,900 | 6.54% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 467,881 | 51,686 | 29.32% | 28.75% | 50 | +61,671 | 15.18% | Q1 2026 | May 12, 2026 |
| Parcion Private Wealth LLC | History | Added to | 460,638 | 50,886 | 3.15% | 2.48% | 51 | +60,354 | 15.08% | Q1 2026 | Apr 22, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 454,662 | 50,226 | 7.51% | 6.86% | 52 | -1,236 | -0.27% | Q1 2026 | Apr 23, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 415,067 | 48,778 | 20.07% | 19.29% | 53 | +8,030 | 1.97% | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 439,214 | 48,519 | 0.56% | 0.9% | 54 | -288,293 | -39.63% | Q1 2026 | May 08, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 432,808 | 47,812 | 6.66% | — | 55 | +432,808 | New | Q1 2026 | May 12, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 428,174 | 47,300 | 9.06% | 7.69% | 56 | +56,097 | 15.08% | Q1 2026 | Apr 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 414,659 | 45,807 | 0.79% | 0.72% | 57 | +19,890 | 5.04% | Q1 2026 | May 04, 2026 |
| Team Hewins, LLC | History | Added to | 413,588 | 45,689 | 13.58% | 12.81% | 58 | +23,801 | 6.11% | Q1 2026 | Apr 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 410,476 | 45,345 | 0.96% | 0.96% | 59 | -42,610 | -9.4% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 406,905 | 45,337 | 0.09% | 0.06% | 60 | -8,882 | -2.14% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 411,029 | 44,897 | 0.02% | 0.02% | 61 | +119,190 | 40.84% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 404,540 | 44,689 | 1.06% | 0.94% | 62 | -6,760 | -1.64% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 396,193 | 43,767 | 0.08% | 0.13% | 63 | +6,565 | 1.68% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Added to | 395,340 | 43,673 | 0.47% | 0.11% | 64 | +349,639 | 765.06% | Q1 2026 | May 12, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 394,029 | 43,528 | 3.79% | 3.41% | 65 | -2,575 | -0.65% | Q1 2026 | Apr 24, 2026 |
| Financial Partners Group, Inc | History | Added to | 391,650 | 43,265 | 5.18% | 4.93% | 66 | +1,226 | 0.31% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 391,724 | 39,948 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 361,409 | 39,924 | 0.26% | 0.24% | 68 | -4,077 | -1.12% | Q1 2026 | Apr 27, 2026 |
| BWM Planning, LLC | History | Added to | 350,329 | 38,700 | 10.21% | 9.32% | 69 | +8,326 | 2.43% | Q1 2026 | Apr 21, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 343,505 | 37,947 | 6.82% | 6.38% | 70 | +9,684 | 2.9% | Q1 2026 | May 06, 2026 |
| TruWealth Advisors, LLC | History | Added to | 341,689 | 37,745 | 1.81% | 1.67% | 71 | +7,065 | 2.11% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | Added to | 340,064 | 37,566 | 0.1% | 0.09% | 72 | +2,403 | 0.71% | Q1 2026 | May 14, 2026 |
| Summit Portfolio Management, LTD. | History | New | 333,964 | 36,893 | 23.73% | — | 73 | +333,964 | New | Q1 2026 | Apr 30, 2026 |
| Glenview Trust Co | History | Added to | 332,823 | 36,766 | 0.58% | 0.51% | 74 | +8,993 | 2.78% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 330,824 | 36,546 | 0.98% | 0.06% | 75 | +312,649 | 1720.21% | Q1 2026 | May 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 329,700 | 36,421 | 12.3% | 11.94% | 76 | +2,505 | 0.77% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 329,451 | 36,394 | 0.21% | 0.19% | 77 | +5,778 | 1.79% | Q1 2026 | May 15, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 327,517 | 36,180 | 6.06% | 5.79% | 78 | -13,169 | -3.87% | Q1 2026 | Apr 08, 2026 |
| Greenline Partners, LLC | History | Added to | 326,413 | 36,058 | 3.88% | 3.71% | 79 | +8,253 | 2.59% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 320,240 | 35,377 | 0.09% | 0.07% | 80 | +51,715 | 19.26% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 315,036 | 34,802 | 0.68% | 0.67% | 81 | -18,353 | -5.5% | Q1 2026 | Apr 14, 2026 |
| 3EDGE Asset Management, LP | History | New | 314,694 | 34,581 | 1.67% | — | 82 | +314,694 | New | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 311,497 | 34,411 | 9.1% | 8.61% | 83 | +7,853 | 2.59% | Q1 2026 | May 14, 2026 |
| ENZI WEALTH | History | Added to | 311,148 | 34,372 | 11.93% | 11.03% | 84 | +20,462 | 7.04% | Q1 2026 | Apr 24, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 307,061 | 33,920 | 1.53% | 1.24% | 85 | +32,748 | 11.94% | Q1 2026 | Apr 21, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 306,161 | 33,821 | 12.73% | 11.89% | 86 | +1,483 | 0.49% | Q1 2026 | May 11, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Reduced | 306,117 | 33,816 | 19.97% | 22.59% | 87 | -6,241 | -2.0% | Q1 2026 | Apr 21, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 299,879 | 33,127 | 9.51% | 9.25% | 88 | -834 | -0.28% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 286,201 | 33,044 | 5.06% | 4.54% | 89 | +8,119 | 2.92% | Q1 2026 | Apr 16, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 289,163 | 31,943 | 13.32% | 12.58% | 90 | -10,202 | -3.41% | Q1 2026 | Apr 23, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 288,962 | 31,921 | 12.94% | 12.55% | 91 | +9,059 | 3.24% | Q1 2026 | Apr 30, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 285,372 | 31,525 | 2.36% | 2.31% | 92 | -21,103 | -6.89% | Q1 2026 | May 04, 2026 |
| High Probability Advisors, LLC | History | Reduced | 280,293 | 30,964 | 3.96% | 4.22% | 93 | -30,343 | -9.77% | Q1 2026 | Apr 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 279,586 | 30,885 | 0.88% | 0.93% | 94 | -13,177 | -4.5% | Q1 2026 | Apr 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 274,923 | 30,370 | 0.37% | 0.35% | 95 | +181 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 274,846 | 30,362 | 0.49% | 0.48% | 96 | +1,445 | 0.53% | Q1 2026 | Apr 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 274,735 | 30,349 | 4.16% | 3.96% | 97 | +11,784 | 4.48% | Q1 2026 | Apr 24, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 271,433 | 29,985 | 3.31% | 3.08% | 98 | +17,765 | 7.0% | Q1 2026 | May 12, 2026 |
| Quent Capital, LLC | History | Added to | 267,405 | 29,540 | 2.1% | 1.85% | 99 | +16,139 | 6.42% | Q1 2026 | Apr 28, 2026 |
| SNS Financial Group, LLC | History | Reduced | 267,027 | 29,498 | 2.54% | 2.35% | 100 | -998 | -0.37% | Q1 2026 | Apr 14, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 266,876 | 29,481 | 12.93% | 12.87% | 101 | -4,148 | -1.53% | Q1 2026 | Apr 10, 2026 |
| Fonville Wealth Management LLC | History | Added to | 260,300 | 28,755 | 5.47% | 5.07% | 102 | +16,946 | 6.96% | Q1 2026 | Apr 20, 2026 |
| Falcon Wealth Planning | History | Added to | 260,049 | 28,727 | 1.96% | 2.16% | 103 | +8,098 | 3.21% | Q1 2026 | Apr 20, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 256,892 | 28,378 | 5.07% | 4.54% | 104 | +18,427 | 7.73% | Q1 2026 | May 01, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 248,904 | 27,496 | 14.92% | 14.32% | 105 | +1,227 | 0.5% | Q1 2026 | Apr 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 246,596 | 27,237 | 5.42% | 5.02% | 106 | +12,625 | 5.4% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 241,735 | 26,704 | 0.11% | 0.1% | 107 | -4,369 | -1.78% | Q1 2026 | May 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 237,835 | 26,273 | 3.98% | 3.52% | 108 | +9,115 | 3.99% | Q1 2026 | Apr 15, 2026 |
| L2 Asset Management, LLC | History | Added to | 236,520 | 26,128 | 2.49% | 1.44% | 109 | +130,729 | 123.57% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 217,672 | 25,722 | 0.57% | 0.59% | 110 | -1,876 | -0.85% | Q1 2026 | May 04, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 232,530 | 25,687 | 6.79% | 6.26% | 111 | +7,081 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 227,231 | 25,102 | 11.35% | 10.05% | 112 | +22,292 | 10.88% | Q1 2026 | Apr 09, 2026 |
| COWA, LLC | History | Reduced | 226,570 | 25,029 | 6.75% | 7.03% | 113 | -2,261 | -0.99% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 224,536 | 24,804 | 6.59% | 6.12% | 114 | -1,864 | -0.82% | Q1 2026 | Apr 16, 2026 |
| Harbor Group, Inc. | History | Reduced | 223,950 | 24,739 | 3.57% | 3.49% | 115 | -4,442 | -1.94% | Q1 2026 | Apr 10, 2026 |
| Wealth Architects, LLC | History | Added to | 223,607 | 24,701 | 2.2% | 2.05% | 116 | +505 | 0.23% | Q1 2026 | May 15, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 221,869 | 24,509 | 3.98% | 3.59% | 117 | +2,870 | 1.31% | Q1 2026 | Apr 23, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 218,324 | 24,118 | 6.6% | 8.7% | 118 | -194 | -0.09% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 217,361 | 24,011 | 0.04% | 0.03% | 119 | +56,131 | 34.81% | Q1 2026 | May 14, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 217,059 | 23,978 | 4.48% | 4.22% | 120 | -4,026 | -1.82% | Q1 2026 | May 05, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 215,726 | 23,831 | 11.2% | 10.31% | 121 | +13,619 | 6.74% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 215,708 | 23,829 | 0.93% | 1.04% | 122 | +124,110 | 135.49% | Q1 2026 | May 15, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 215,011 | 23,752 | 4.38% | 3.78% | 123 | +11,708 | 5.76% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 214,582 | 23,704 | 6.78% | 6.36% | 124 | +1,558 | 0.73% | Q1 2026 | Apr 28, 2026 |
| WJ Interests, LLC | History | Added to | 210,747 | 23,281 | 8.94% | 8.77% | 125 | +10,762 | 5.38% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 209,792 | 23,176 | 0.18% | 0.17% | 126 | +15,336 | 7.89% | Q1 2026 | Apr 07, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 206,412 | 22,802 | 6.07% | 5.16% | 127 | +31,510 | 18.02% | Q1 2026 | May 14, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 206,389 | 22,799 | 2.83% | 2.67% | 128 | -3,422 | -1.63% | Q1 2026 | May 04, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 204,647 | 22,607 | 5.97% | 5.49% | 129 | +10,600 | 5.46% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 203,586 | 22,490 | 0.09% | 0.07% | 130 | +31,984 | 18.64% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 203,435 | 22,473 | 0.24% | 0.15% | 131 | +76,109 | 59.77% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Reduced | 202,759 | 22,398 | 0.25% | 0.26% | 132 | -24,608 | -10.82% | Q1 2026 | May 05, 2026 |
| Drake & Associates, LLC | History | Added to | 202,475 | 22,367 | 4.26% | 3.65% | 133 | +22,650 | 12.6% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 200,263 | 22,123 | 0.06% | 0.05% | 134 | -15,582 | -7.22% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 198,445 | 21,922 | 0.27% | 0.18% | 135 | +56,753 | 40.05% | Q1 2026 | Apr 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 196,951 | 21,757 | 3.27% | 2.89% | 136 | +16,961 | 9.42% | Q1 2026 | Apr 14, 2026 |
| Flagstone Financial Management | History | Added to | 193,507 | 21,376 | 5.31% | 5.01% | 137 | +2,038 | 1.06% | Q1 2026 | Apr 27, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 193,102 | 21,332 | 7.13% | 6.99% | 138 | +10,381 | 5.68% | Q1 2026 | May 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 192,383 | 21,252 | 10.79% | 10.22% | 139 | +4,921 | 2.63% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 191,935 | 21,203 | 1.11% | 1.05% | 140 | +4,722 | 2.52% | Q1 2026 | May 07, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 188,387 | 20,811 | 0.79% | 0.66% | 141 | +13,310 | 7.6% | Q1 2026 | Apr 16, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 188,356 | 20,807 | 0.58% | 0.55% | 142 | -4,695 | -2.43% | Q1 2026 | May 12, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 185,094 | 20,447 | 1.95% | 1.81% | 143 | +1,153 | 0.63% | Q1 2026 | May 13, 2026 |
| BFSG, LLC | History | Added to | 183,392 | 20,259 | 1.92% | 1.78% | 144 | +3,824 | 2.13% | Q1 2026 | Apr 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 182,196 | 20,127 | 0.63% | 0.55% | 145 | +6,771 | 3.86% | Q1 2026 | Apr 24, 2026 |
| Certified Advisory Corp | History | Added to | 181,025 | 19,997 | 1.79% | 1.27% | 146 | +44,661 | 32.75% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 180,200 | 19,987 | 0.1% | 0.08% | 147 | +37,469 | 26.25% | Q1 2026 | May 15, 2026 |
| Heritage Financial Services, LLC | History | No change | 195,964 | 19,984 | 1.67% | 1.67% | 148 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Added to | 179,055 | 19,780 | 0.04% | 0.03% | 149 | +3,693 | 2.11% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 178,134 | 19,678 | 0.68% | 0.62% | 150 | +14,001 | 8.53% | Q1 2026 | May 06, 2026 |
| MB Generational Wealth, LLC | History | Added to | 177,158 | 19,570 | 10.82% | 9.55% | 151 | +309 | 0.17% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 175,311 | 19,366 | 0.09% | 0.08% | 152 | +18,255 | 11.62% | Q1 2026 | Apr 24, 2026 |
| LIBRA WEALTH LLC | History | Added to | 174,008 | 19,222 | 5.42% | 4.59% | 153 | +13,288 | 8.27% | Q1 2026 | Apr 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 172,205 | 19,023 | 0.74% | 0.64% | 154 | -20,720 | -10.74% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 171,850 | 18,984 | 0.01% | 0.01% | 155 | +43,114 | 33.49% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 168,454 | 18,642 | 0.32% | 0.36% | 156 | -26,085 | -13.41% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Added to | 168,652 | 18,630 | 3.68% | 3.17% | 157 | +15,571 | 10.17% | Q1 2026 | May 11, 2026 |
| STOLZ & ASSOCIATES, PS | History | Reduced | 159,658 | 18,473 | 12.89% | 12.68% | 158 | -1,485 | -0.92% | Q1 2026 | Apr 21, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 166,886 | 18,435 | 2.72% | 2.55% | 159 | -1,532 | -0.91% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 166,182 | 18,359 | 0.02% | 0.02% | 160 | -23,092 | -12.2% | Q1 2026 | May 12, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 165,955 | 18,332 | 13.73% | 11.61% | 161 | +24,137 | 17.02% | Q1 2026 | Apr 24, 2026 |
| Invariant Investment Management | History | Added to | 157,464 | 18,180 | 11.19% | 10.34% | 162 | +6,984 | 4.64% | Q1 2026 | Apr 13, 2026 |
| Wheelhouse Advisory Group LLC | History | New | 163,828 | 18,098 | 6.0% | — | 163 | +163,828 | New | Q1 2026 | Apr 23, 2026 |
| BetterWealth, LLC | History | Added to | 163,756 | 18,090 | 3.55% | 3.73% | 164 | +3,461 | 2.16% | Q1 2026 | Apr 24, 2026 |
| Peak Asset Management, LLC | History | Added to | 163,285 | 18,038 | 3.18% | 2.69% | 165 | +8,135 | 5.24% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 162,931 | 17,998 | 0.18% | 0.1% | 166 | +59,418 | 57.4% | Q1 2026 | May 08, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 158,751 | 17,537 | 1.97% | 1.8% | 167 | +1,906 | 1.22% | Q1 2026 | Apr 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 158,364 | 17,494 | 3.27% | 3.06% | 168 | -366 | -0.23% | Q1 2026 | Apr 28, 2026 |
| Apella Capital, LLC | History | Reduced | 148,555 | 17,458 | 0.26% | 0.31% | 169 | -7,622 | -4.88% | Q1 2026 | Apr 20, 2026 |
| Avondale Wealth Management | History | Added to | 157,244 | 17,370 | 8.54% | 8.14% | 170 | +2,003 | 1.29% | Q1 2026 | Apr 14, 2026 |
| Opus Capital Group, LLC | History | Added to | 156,831 | 17,325 | 1.86% | 1.72% | 171 | +704 | 0.45% | Q1 2026 | Apr 30, 2026 |
| HighPoint Advisor Group LLC | History | New | 154,876 | 17,109 | 0.72% | — | 172 | +154,876 | New | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 154,794 | 17,100 | 3.13% | 2.87% | 173 | +835 | 0.54% | Q1 2026 | May 06, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 154,271 | 17,042 | 2.27% | 2.03% | 174 | -2,859 | -1.82% | Q1 2026 | Apr 22, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 154,197 | 17,034 | 2.43% | 2.29% | 175 | -2,890 | -1.84% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 142,821 | 16,938 | 0.3% | 0.53% | 176 | +37,294 | 35.34% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 153,312 | 16,936 | 0.03% | 0.03% | 177 | +7,254 | 4.97% | Q1 2026 | May 14, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 152,825 | 16,882 | 3.3% | 3.4% | 178 | -11,291 | -6.88% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 152,217 | 16,815 | 0.21% | 0.03% | 179 | +132,260 | 662.72% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 151,300 | 16,714 | 0.01% | 0.0% | 180 | +24,117 | 18.96% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | New | 150,429 | 16,617 | 1.91% | — | 181 | +150,429 | New | Q1 2026 | Apr 17, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 149,187 | 16,480 | 4.93% | 4.78% | 182 | -4,673 | -3.04% | Q1 2026 | Apr 10, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 148,814 | 16,439 | 6.77% | 5.96% | 183 | +33 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 150,051 | 16,246 | 0.59% | 0.64% | 184 | -13,837 | -8.44% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 144,217 | 15,931 | 1.52% | 1.37% | 185 | +3,628 | 2.58% | Q1 2026 | Apr 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 143,534 | 15,856 | 0.01% | 0.01% | 186 | +23,896 | 19.97% | Q1 2026 | May 14, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 142,800 | 15,775 | 12.45% | 11.39% | 187 | +1,161 | 0.82% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 140,605 | 15,532 | 0.12% | 0.11% | 188 | +52,381 | 59.37% | Q1 2026 | May 15, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 140,111 | 15,478 | 2.38% | 2.15% | 189 | +1,625 | 1.17% | Q1 2026 | May 06, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 138,630 | 15,314 | 3.01% | 2.94% | 190 | +2,239 | 1.64% | Q1 2026 | Apr 20, 2026 |
| Apeiron RIA LLC | History | Reduced | 137,232 | 15,159 | 3.51% | 3.19% | 191 | -4,679 | -3.3% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 135,733 | 14,994 | 0.11% | 0.09% | 192 | +30,508 | 28.99% | Q1 2026 | Apr 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 135,627 | 14,982 | 1.93% | 1.8% | 193 | +8,808 | 6.95% | Q1 2026 | Apr 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 135,582 | 14,977 | 0.26% | 0.17% | 194 | +68,087 | 100.88% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 135,110 | 14,925 | 0.02% | 0.02% | 195 | +21,998 | 19.45% | Q1 2026 | May 15, 2026 |
| Stephens Consulting, LLC | History | No change | 145,109 | 14,798 | 4.78% | 4.78% | 196 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NWAM LLC | History | Added to | 133,933 | 14,795 | 0.85% | 0.65% | 197 | +20,364 | 17.93% | Q1 2026 | May 04, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 132,821 | 14,569 | 1.93% | 1.81% | 198 | +1,833 | 1.4% | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 131,829 | 14,563 | 0.83% | 0.81% | 199 | -1,390 | -1.04% | Q1 2026 | Apr 30, 2026 |
| Family Investment Center, Inc. | History | Reduced | 131,416 | 14,517 | 2.79% | 3.54% | 200 | -40,370 | -23.5% | Q1 2026 | Apr 24, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 129,999 | 14,361 | 4.3% | 4.15% | 201 | -2,821 | -2.12% | Q1 2026 | Apr 28, 2026 |
| McIlrath & Eck, LLC | History | Added to | 129,770 | 14,335 | 1.06% | 1.21% | 202 | +1,600 | 1.25% | Q1 2026 | May 19, 2026 |
| B&D White Capital Company, LLC | History | Added to | 129,604 | 14,317 | 1.77% | 0.7% | 203 | +70,485 | 119.23% | Q1 2026 | May 13, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 128,346 | 14,178 | 5.8% | 5.6% | 204 | -1,164 | -0.9% | Q1 2026 | Apr 23, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 127,716 | 14,108 | 1.99% | 1.37% | 205 | +34,744 | 37.37% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 127,306 | 14,063 | 1.89% | — | 206 | +127,306 | New | Q1 2026 | Apr 08, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 126,746 | 14,001 | 3.15% | 2.89% | 207 | +3,278 | 2.65% | Q1 2026 | Apr 02, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 126,269 | 13,948 | 8.4% | 7.38% | 208 | +5,172 | 4.27% | Q1 2026 | May 07, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 125,794 | 13,896 | 1.81% | 1.61% | 209 | -8,546 | -6.36% | Q1 2026 | Apr 10, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 125,351 | 13,847 | 1.73% | 1.77% | 210 | -593 | -0.47% | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | Reduced | 125,292 | 13,841 | 0.06% | 0.05% | 211 | -1,442 | -1.14% | Q1 2026 | May 14, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 124,387 | 13,741 | 1.53% | 1.46% | 212 | -392 | -0.31% | Q1 2026 | Apr 10, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 121,338 | 13,404 | 7.45% | 6.8% | 213 | +6,753 | 5.89% | Q1 2026 | Apr 27, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 121,087 | 13,376 | 7.19% | 3.58% | 214 | +58,297 | 92.84% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 120,917 | 13,357 | 3.51% | 3.13% | 215 | +6,142 | 5.35% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Added to | 120,349 | 13,294 | 0.41% | 0.28% | 216 | +28,173 | 30.56% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 120,146 | 13,272 | 0.58% | 0.54% | 217 | +1,313 | 1.1% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 120,141 | 13,271 | 0.07% | 0.06% | 218 | +11,612 | 10.7% | Q1 2026 | May 08, 2026 |
| Objectivity Squared, LLC | History | Reduced | 119,980 | 13,254 | 8.36% | 7.18% | 219 | -5,941 | -4.72% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 118,598 | 13,101 | 0.96% | 0.84% | 220 | -1,902 | -1.58% | Q1 2026 | Apr 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 118,518 | 13,092 | 0.88% | 1.06% | 221 | +3,969 | 3.46% | Q1 2026 | May 07, 2026 |
| Lutz Financial Services LLC | History | Added to | 118,445 | 13,084 | 0.88% | 0.79% | 222 | +3,868 | 3.38% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 118,200 | 13,057 | 0.26% | 0.24% | 223 | +3,779 | 3.3% | Q1 2026 | May 14, 2026 |
| Argent Advisors, Inc. | History | New | 117,662 | 12,998 | 3.55% | — | 224 | +117,662 | New | Q1 2026 | Apr 24, 2026 |
| Midwest Financial Group LLC | History | Added to | 117,507 | 12,980 | 5.54% | 5.08% | 225 | +4,720 | 4.18% | Q1 2026 | Apr 22, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 117,045 | 12,929 | 5.68% | 5.31% | 226 | +4,618 | 4.11% | Q1 2026 | Apr 22, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 117,036 | 12,928 | 1.41% | 1.23% | 227 | +4,500 | 4.0% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 116,807 | 12,903 | 0.07% | 0.08% | 228 | +5,400 | 4.85% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 116,396 | 12,859 | 0.34% | 0.3% | 229 | +13,580 | 13.21% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 115,562 | 12,766 | 2.71% | 2.43% | 230 | -2,669 | -2.26% | Q1 2026 | Apr 15, 2026 |
| Advisor OS, LLC | History | Added to | 115,325 | 12,739 | 0.92% | 0.63% | 231 | +39,136 | 51.37% | Q1 2026 | May 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 113,960 | 12,662 | 3.51% | 3.1% | 232 | +2,769 | 2.49% | Q1 2026 | Apr 27, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 114,173 | 12,612 | 1.53% | 0.97% | 233 | +37,994 | 49.87% | Q1 2026 | May 05, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 113,506 | 12,539 | 5.02% | 4.71% | 234 | +908 | 0.81% | Q1 2026 | May 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 105,873 | 12,524 | 9.98% | 10.27% | 235 | -14,290 | -11.89% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 122,308 | 12,472 | 0.81% | 0.81% | 236 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Added to | 112,047 | 12,377 | 0.14% | 0.0% | 237 | +109,061 | 3652.41% | Q1 2026 | Apr 16, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 111,567 | 12,324 | 2.22% | 3.06% | 238 | +483 | 0.43% | Q1 2026 | May 01, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 111,242 | 12,288 | 2.62% | 2.41% | 239 | +1,758 | 1.61% | Q1 2026 | Apr 10, 2026 |
| Platform Wealth Management, LLC | History | No change | 119,537 | 12,190 | 3.24% | 3.24% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 110,081 | 12,160 | 1.26% | 1.0% | 241 | +11,775 | 11.98% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 108,968 | 12,037 | 0.26% | 0.23% | 242 | -600 | -0.55% | Q1 2026 | May 15, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 108,147 | 11,947 | 3.49% | 3.35% | 243 | -4,155 | -3.7% | Q1 2026 | May 07, 2026 |
| Burk Holdings LLC | History | Added to | 107,731 | 11,901 | 5.1% | 5.05% | 244 | +3,903 | 3.76% | Q1 2026 | May 07, 2026 |
| Dakota Wealth Management | History | Reduced | 106,601 | 11,776 | 0.25% | 0.22% | 245 | -13,527 | -11.26% | Q1 2026 | May 07, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 106,319 | 11,745 | 6.9% | 6.74% | 246 | +1,583 | 1.51% | Q1 2026 | Apr 21, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 106,175 | 11,729 | 5.14% | 4.72% | 247 | -352 | -0.33% | Q1 2026 | May 13, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 105,409 | 11,645 | 0.48% | 0.44% | 248 | +9,152 | 9.51% | Q1 2026 | May 12, 2026 |
| Waterfront Wealth Inc. | History | Added to | 105,409 | 11,644 | 2.14% | 1.97% | 249 | +9,789 | 10.24% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 105,358 | 11,638 | 0.13% | — | 250 | +105,358 | New | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 105,320 | 11,634 | 0.39% | 0.33% | 251 | +4,890 | 4.87% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 104,994 | 11,598 | 1.22% | 0.04% | 252 | +101,073 | 2577.74% | Q1 2026 | May 11, 2026 |
| Bowman & Co S.C. | History | No change | 112,904 | 11,514 | 4.85% | 4.85% | 253 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WealthCollab, LLC | History | Added to | 104,118 | 11,501 | 4.74% | 4.15% | 254 | +4,646 | 4.67% | Q1 2026 | May 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 103,923 | 11,480 | 0.36% | 0.26% | 255 | +26,579 | 34.36% | Q1 2026 | May 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 103,514 | 11,432 | 3.9% | 3.32% | 256 | +13,149 | 14.55% | Q1 2026 | Apr 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 103,367 | 11,418 | 3.2% | 3.27% | 257 | -105,182 | -50.44% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | Reduced | 103,268 | 11,408 | 0.15% | 0.17% | 258 | -16,007 | -13.42% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 102,401 | 11,312 | 0.26% | — | 259 | +102,401 | New | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 102,128 | 11,282 | 0.28% | 0.28% | 260 | -681 | -0.66% | Q1 2026 | Apr 15, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 101,434 | 11,205 | 1.95% | 1.97% | 261 | -33,952 | -25.08% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 100,022 | 11,049 | 0.53% | 0.46% | 262 | +2,197 | 2.25% | Q1 2026 | May 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 99,175 | 10,957 | 0.14% | 0.09% | 263 | +26,510 | 36.48% | Q1 2026 | May 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 100,409 | 10,871 | 3.61% | 3.32% | 264 | +1,737 | 1.76% | Q1 2026 | Apr 27, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 98,263 | 10,855 | 7.6% | 7.59% | 265 | -3,156 | -3.11% | Q1 2026 | Apr 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 97,800 | 10,803 | 4.96% | 3.33% | 266 | +5,073 | 5.47% | Q1 2026 | May 05, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 97,387 | 10,758 | 1.56% | 1.21% | 267 | +8,622 | 9.71% | Q1 2026 | May 14, 2026 |
| Stokes Family Office, LLC | History | Reduced | 96,802 | 10,693 | 1.1% | 0.99% | 268 | -8,991 | -8.5% | Q1 2026 | May 11, 2026 |
| SPWM Advisors LLC | History | Added to | 90,197 | 10,670 | 9.26% | 6.75% | 269 | +20,501 | 29.41% | Q1 2026 | May 14, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 96,364 | 10,645 | 4.4% | 4.05% | 270 | -2,308 | -2.34% | Q1 2026 | May 07, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 96,183 | 10,625 | 1.75% | 1.63% | 271 | -862 | -0.89% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Added to | 96,124 | 10,618 | 0.05% | 0.0% | 272 | +92,309 | 2419.63% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Added to | 96,036 | 10,609 | 2.94% | 2.71% | 273 | +5,282 | 5.82% | Q1 2026 | Apr 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 96,017 | 10,607 | 2.2% | 1.97% | 274 | +2,689 | 2.88% | Q1 2026 | May 08, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 95,190 | 10,515 | 2.2% | 2.04% | 275 | +354 | 0.37% | Q1 2026 | Apr 21, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 94,997 | 10,494 | 2.75% | 2.55% | 276 | +2,294 | 2.47% | Q1 2026 | Apr 10, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 93,422 | 10,320 | 0.53% | 0.48% | 277 | +4,299 | 4.82% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 93,276 | 10,304 | 4.27% | 3.24% | 278 | +18,323 | 24.45% | Q1 2026 | Apr 13, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 92,239 | 10,189 | 1.17% | 0.79% | 279 | +17,055 | 22.68% | Q1 2026 | May 01, 2026 |
| BSW Wealth Partners | History | Added to | 91,857 | 10,147 | 1.24% | 1.12% | 280 | +71 | 0.08% | Q1 2026 | Apr 14, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 90,911 | 10,042 | 2.16% | 2.07% | 281 | +1,086 | 1.21% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 88,966 | 9,828 | 1.28% | 1.16% | 282 | +1,591 | 1.82% | Q1 2026 | May 01, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 88,141 | 9,736 | 7.9% | 7.65% | 283 | -2,069 | -2.29% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 87,970 | 9,718 | 0.08% | 0.13% | 284 | -85,622 | -49.32% | Q1 2026 | May 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 87,865 | 9,706 | 1.05% | 0.95% | 285 | +2,618 | 3.07% | Q1 2026 | May 12, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 87,778 | 9,696 | 1.64% | 1.52% | 286 | +1,652 | 1.92% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 87,664 | 9,684 | 0.05% | 0.05% | 287 | -1,720 | -1.92% | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 87,547 | 9,671 | 4.2% | 3.78% | 288 | +3,230 | 3.83% | Q1 2026 | May 12, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 87,438 | 9,659 | 3.84% | 3.16% | 289 | +11,444 | 15.06% | Q1 2026 | Apr 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 86,688 | 9,576 | 0.3% | 0.27% | 290 | +5,045 | 6.18% | Q1 2026 | May 11, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 86,229 | 9,525 | 4.69% | 4.17% | 291 | +7,105 | 8.98% | Q1 2026 | Apr 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 85,299 | 9,423 | 0.55% | 0.51% | 292 | +773 | 0.91% | Q1 2026 | Apr 29, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 85,114 | 9,402 | 0.73% | 0.73% | 293 | -5,415 | -5.98% | Q1 2026 | May 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 84,382 | 9,321 | 0.2% | 0.17% | 294 | +5,529 | 7.01% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 84,253 | 9,307 | 0.57% | — | 295 | +84,253 | New | Q1 2026 | Apr 28, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 84,041 | 9,284 | 3.65% | 3.43% | 296 | -1,025 | -1.2% | Q1 2026 | May 04, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 82,628 | 9,127 | 4.94% | 4.75% | 297 | +1,420 | 1.75% | Q1 2026 | May 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 82,587 | 9,123 | 1.89% | 1.71% | 298 | +6,654 | 8.76% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 82,348 | 9,097 | 0.01% | 0.0% | 299 | +74,374 | 932.71% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 81,651 | 9,019 | 0.55% | 0.49% | 300 | +4,098 | 5.28% | Q1 2026 | May 04, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 81,304 | 8,981 | 6.73% | 6.12% | 301 | -1,816 | -2.18% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 78,144 | 8,966 | 0.29% | 0.29% | 302 | +19 | 0.02% | Q1 2026 | Apr 09, 2026 |
| JP Wealth Management, Inc. | History | New | 81,118 | 8,961 | 6.08% | — | 303 | +81,118 | New | Q1 2026 | Apr 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 80,998 | 8,947 | 0.02% | 0.02% | 304 | +8,932 | 12.39% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 76,999 | 8,909 | 2.44% | 2.25% | 305 | +3,298 | 4.47% | Q1 2026 | Apr 17, 2026 |
| Cooper Financial Group | History | Reduced | 79,738 | 8,808 | 0.89% | 0.87% | 306 | -342 | -0.43% | Q1 2026 | Apr 07, 2026 |
| Navalign, LLC | History | Reduced | 79,709 | 8,805 | 2.22% | 2.02% | 307 | -900 | -1.12% | Q1 2026 | Apr 29, 2026 |
| Prosperity Planning, Inc. | History | Added to | 79,650 | 8,798 | 2.23% | 1.99% | 308 | +4,954 | 6.63% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 78,937 | 8,720 | 0.02% | 0.02% | 309 | +6,061 | 8.32% | Q1 2026 | Apr 22, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 78,307 | 8,650 | 2.97% | 2.76% | 310 | +1,455 | 1.89% | Q1 2026 | May 08, 2026 |
| Planned Solutions, Inc. | History | Added to | 77,776 | 8,591 | 2.81% | 2.51% | 311 | +1,139 | 1.49% | Q1 2026 | Apr 09, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 77,733 | 8,587 | 4.72% | 4.56% | 312 | -192 | -0.25% | Q1 2026 | Apr 21, 2026 |
| Widmann Financial Services, Inc. | History | Reduced | 77,711 | 8,584 | 5.1% | 4.94% | 313 | -1,448 | -1.83% | Q1 2026 | May 15, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 77,420 | 8,552 | 3.91% | 3.6% | 314 | +2,830 | 3.79% | Q1 2026 | Apr 20, 2026 |
| KPP Advisory Services LLC | History | Reduced | 76,462 | 8,446 | 1.23% | 1.18% | 315 | -3,105 | -3.9% | Q1 2026 | Apr 24, 2026 |
| IAM Advisory, LLC | History | Reduced | 75,848 | 8,378 | 1.88% | 1.74% | 316 | -995 | -1.29% | Q1 2026 | Apr 10, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 75,622 | 8,353 | 4.24% | 4.09% | 317 | +7,469 | 10.96% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 75,244 | 8,312 | 0.81% | 0.77% | 318 | -1,986 | -2.57% | Q1 2026 | Apr 29, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 75,047 | 8,290 | 2.43% | 2.21% | 319 | +3,204 | 4.46% | Q1 2026 | Apr 16, 2026 |
| NCM Capital Management, LLC | History | Reduced | 74,312 | 8,209 | 2.94% | 2.82% | 320 | -238 | -0.32% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 74,016 | 8,176 | 0.5% | 0.45% | 321 | +4,394 | 6.31% | Q1 2026 | Apr 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 73,917 | 8,165 | 0.15% | 0.12% | 322 | +10,360 | 16.3% | Q1 2026 | Apr 10, 2026 |
| Yardley Wealth Management LLC | History | Added to | 73,221 | 8,088 | 4.14% | 3.93% | 323 | +725 | 1.0% | Q1 2026 | Apr 21, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 72,935 | 8,057 | 0.67% | 0.63% | 324 | +2,181 | 3.08% | Q1 2026 | May 05, 2026 |
| Torren Management, LLC | History | Added to | 71,942 | 7,947 | 3.96% | 3.74% | 325 | +100 | 0.14% | Q1 2026 | Apr 30, 2026 |
| Liberty Capital Management, Inc. | History | No change | 77,716 | 7,925 | 1.48% | 1.48% | 326 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 71,484 | 7,896 | 0.65% | 0.57% | 327 | +4,744 | 7.11% | Q1 2026 | May 06, 2026 |
| Sanchez Levi Garrett | History | New | 71,447 | 7,892 | 4.95% | — | 328 | +71,447 | New | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 71,147 | 7,859 | 0.19% | 0.06% | 329 | +48,191 | 209.93% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 70,446 | 7,782 | 0.0% | 0.0% | 330 | +24,218 | 52.39% | Q1 2026 | May 15, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 70,100 | 7,743 | 2.48% | 2.35% | 331 | +3,198 | 4.78% | Q1 2026 | Apr 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 69,956 | 7,728 | 0.05% | 0.04% | 332 | +677 | 0.98% | Q1 2026 | May 15, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 69,757 | 7,678 | 1.25% | 1.13% | 333 | +1,621 | 2.38% | Q1 2026 | Apr 22, 2026 |
| Cloud Capital Management, LLC | History | Added to | 69,287 | 7,653 | 3.34% | 2.24% | 334 | +22,822 | 49.12% | Q1 2026 | May 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 69,230 | 7,647 | 4.83% | 4.19% | 335 | +9,074 | 15.08% | Q1 2026 | May 11, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 69,057 | 7,628 | 6.08% | 5.71% | 336 | +1,847 | 2.75% | Q1 2026 | May 05, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 68,447 | 7,561 | 4.52% | 4.57% | 337 | -4,184 | -5.76% | Q1 2026 | May 04, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 68,206 | 7,534 | 4.34% | 5.03% | 338 | -16,215 | -19.21% | Q1 2026 | Apr 21, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 67,787 | 7,488 | 2.27% | 2.07% | 339 | -669 | -0.98% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 67,614 | 7,469 | 1.68% | 1.26% | 340 | +15,986 | 30.96% | Q1 2026 | May 14, 2026 |
| SkyOak Wealth, LLC | History | Added to | 67,124 | 7,415 | 1.36% | 1.11% | 341 | +6,642 | 10.98% | Q1 2026 | Apr 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 66,653 | 7,363 | 0.45% | 0.03% | 342 | -46,227 | -40.95% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 66,028 | 7,294 | 0.01% | 0.01% | 343 | +186 | 0.28% | Q1 2026 | May 15, 2026 |
| WorthPointe, LLC | History | Added to | 65,769 | 7,265 | 1.97% | 1.62% | 344 | +5,335 | 8.83% | Q1 2026 | May 12, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 65,349 | 7,219 | 0.8% | 0.58% | 345 | +14,030 | 27.34% | Q1 2026 | May 07, 2026 |
| Pearl Planning LLC | History | Added to | 65,339 | 7,217 | 3.86% | 3.98% | 346 | +1,546 | 2.42% | Q1 2026 | Apr 30, 2026 |
| White Pine Investment CO | History | Added to | 65,171 | 7,199 | 1.67% | 1.53% | 347 | +1,460 | 2.29% | Q1 2026 | Apr 20, 2026 |
| ProVise Management Group, LLC | History | Added to | 64,714 | 7,148 | 0.51% | 0.46% | 348 | +1,179 | 1.86% | Q1 2026 | May 06, 2026 |
| Plum Street Advisors, LLC | History | Added to | 63,809 | 7,048 | 2.44% | 2.19% | 349 | +3,432 | 5.68% | Q1 2026 | May 14, 2026 |
| Freestate Advisors LLC | History | Reduced | 63,018 | 6,961 | 5.57% | 5.25% | 350 | -351 | -0.55% | Q1 2026 | Apr 09, 2026 |
| Tillman Hartley LLC | History | Added to | 62,922 | 6,951 | 1.75% | 1.34% | 351 | +10,715 | 20.52% | Q1 2026 | May 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 62,803 | 6,937 | 0.31% | 0.26% | 352 | +7,089 | 12.72% | Q1 2026 | May 13, 2026 |
| Rubicon Advisors, GP | History | Added to | 62,566 | 6,911 | 6.02% | 5.29% | 353 | +6,449 | 11.49% | Q1 2026 | May 14, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 62,403 | 6,893 | 3.1% | 2.78% | 354 | +1,773 | 2.92% | Q1 2026 | Apr 16, 2026 |
| FineMark National Bank & Trust | History | No change | 67,419 | 6,875 | 0.21% | 0.21% | 355 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 61,746 | 6,821 | 2.73% | 2.36% | 356 | +8,117 | 15.14% | Q1 2026 | Apr 30, 2026 |
| Trailhead Planners LLC | History | Added to | 61,746 | 6,821 | 6.55% | 6.17% | 357 | +122 | 0.2% | Q1 2026 | May 06, 2026 |
| ERn Financial, LLC | History | Reduced | 61,603 | 6,805 | 1.28% | 1.21% | 358 | -1,288 | -2.05% | Q1 2026 | Apr 24, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 61,593 | 6,804 | 5.37% | 4.57% | 359 | +4,360 | 7.62% | Q1 2026 | May 06, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 61,549 | 6,799 | 0.7% | 0.55% | 360 | +8,747 | 16.57% | Q1 2026 | May 12, 2026 |
| Vawter Financial, Ltd. | History | Added to | 60,341 | 6,665 | 2.8% | 2.32% | 361 | +6,353 | 11.77% | Q1 2026 | May 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 59,425 | 6,564 | 0.66% | 0.61% | 362 | -164 | -0.28% | Q1 2026 | Apr 30, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 57,134 | 6,554 | 0.59% | 0.57% | 363 | +9 | 0.02% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 59,215 | 6,541 | 0.01% | 0.01% | 364 | -1,120 | -1.86% | Q1 2026 | Apr 27, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 59,164 | 6,535 | 0.38% | 0.12% | 365 | +34,742 | 142.26% | Q1 2026 | Apr 16, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 59,049 | 6,523 | 0.74% | 0.64% | 366 | +4,139 | 7.54% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 63,805 | 6,506 | 1.77% | 1.77% | 367 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wright Wealth LLC | History | Added to | 58,870 | 6,503 | 4.35% | 3.8% | 368 | +1,766 | 3.09% | Q1 2026 | May 15, 2026 |
| Platt Wealth Management LLC | History | Reduced | 58,868 | 6,503 | 6.34% | 6.04% | 369 | -847 | -1.42% | Q1 2026 | May 01, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 58,820 | 6,497 | 1.64% | 1.72% | 370 | -752 | -1.26% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 58,800 | 6,495 | 0.01% | 0.01% | 371 | +24,900 | 73.45% | Q1 2026 | May 14, 2026 |
| Navigoe, LLC | History | Added to | 58,700 | 6,484 | 3.83% | 3.54% | 372 | +2,511 | 4.47% | Q1 2026 | May 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 58,600 | 6,473 | 0.05% | 0.04% | 373 | +11,322 | 23.95% | Q1 2026 | Apr 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 57,862 | 6,400 | 0.24% | — | 374 | +57,862 | New | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 57,861 | 6,391 | 0.25% | 0.22% | 375 | +355 | 0.62% | Q1 2026 | May 12, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 57,671 | 6,370 | 6.53% | 6.18% | 376 | -1,981 | -3.32% | Q1 2026 | Apr 14, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 57,608 | 6,363 | 4.1% | 4.52% | 377 | -4,776 | -7.66% | Q1 2026 | Apr 23, 2026 |
| Capstone Wealth Management, LLC | History | No change | 57,398 | 6,340 | 4.42% | 4.27% | 378 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 57,378 | 6,338 | 0.21% | 0.2% | 379 | -1,987 | -3.35% | Q1 2026 | May 14, 2026 |
| Community Bank, N.A. | History | Added to | 57,219 | 6,320 | 0.75% | 0.69% | 380 | +89 | 0.16% | Q1 2026 | May 12, 2026 |
| ATLas Financial Planning LLC | History | Added to | 56,773 | 6,271 | 5.62% | 4.89% | 381 | +7,874 | 16.1% | Q1 2026 | Apr 27, 2026 |
| Team Financial Group, LLC | History | Reduced | 56,722 | 6,266 | 2.84% | 2.65% | 382 | -632 | -1.1% | Q1 2026 | May 01, 2026 |
| Westside Investment Management, Inc. | History | Added to | 56,161 | 6,208 | 0.95% | 0.84% | 383 | +4,678 | 9.09% | Q1 2026 | May 04, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 56,153 | 6,203 | 3.99% | — | 384 | +56,153 | New | Q1 2026 | Apr 29, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 56,127 | 6,200 | 3.98% | 3.66% | 385 | +1,972 | 3.64% | Q1 2026 | Apr 21, 2026 |
| Northland Capital Management LLC | History | Added to | 55,577 | 6,139 | 3.36% | 2.99% | 386 | +3,253 | 6.22% | Q1 2026 | Apr 21, 2026 |
| EnRich Financial Partners LLC | History | Added to | 55,462 | 6,126 | 1.62% | 1.32% | 387 | +7,948 | 16.73% | Q1 2026 | May 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 54,884 | 6,062 | 1.96% | 1.81% | 388 | +1,188 | 2.21% | Q1 2026 | May 01, 2026 |
| CVA Family Office, LLC | History | Reduced | 53,871 | 5,951 | 0.63% | 0.64% | 389 | -361 | -0.67% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | New | 52,389 | 5,787 | 0.07% | — | 390 | +52,389 | New | Q1 2026 | Apr 23, 2026 |
| Maridea Wealth Management LLC | History | Added to | 52,233 | 5,770 | 0.84% | 0.67% | 391 | +8,704 | 20.0% | Q1 2026 | Apr 21, 2026 |
| Carr Financial Group Corp | History | Reduced | 51,789 | 5,721 | 1.51% | 1.77% | 392 | -13,552 | -20.74% | Q1 2026 | May 12, 2026 |
| CoreFirst Bank & Trust | History | No change | 55,496 | 5,659 | 3.06% | 3.06% | 393 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bravera Wealth | History | Added to | 50,032 | 5,527 | 2.49% | 2.26% | 394 | +5,712 | 12.89% | Q1 2026 | Apr 22, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 49,741 | 5,494 | 2.82% | 2.69% | 395 | +26 | 0.05% | Q1 2026 | May 13, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 49,676 | 5,487 | 4.63% | 4.31% | 396 | +1,732 | 3.61% | Q1 2026 | Apr 21, 2026 |
| Seed Wealth Management, Inc. | History | No change | 49,385 | 5,455 | 3.75% | 3.47% | 397 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 52,737 | 5,378 | 0.26% | 0.25% | 398 | -406 | -0.76% | Q1 2026 | Apr 08, 2026 |
| Pacific Asset Management, LLC | History | Added to | 48,599 | 5,368 | 3.0% | 2.66% | 399 | +5,107 | 11.74% | Q1 2026 | May 01, 2026 |
| Orion Capital Management LLC | History | Added to | 48,575 | 5,366 | 1.85% | 1.55% | 400 | +3,234 | 7.13% | Q1 2026 | May 14, 2026 |
| Financial Plan, Inc. | History | Added to | 48,365 | 5,342 | 0.57% | 0.51% | 401 | +4,499 | 10.26% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 49,797 | 5,340 | 0.03% | 0.01% | 402 | +33,626 | 207.94% | Q1 2026 | May 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 48,292 | 5,334 | 1.0% | 0.9% | 403 | +26,105 | 117.66% | Q1 2026 | Apr 29, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 47,977 | 5,300 | 2.79% | 2.78% | 404 | -3,329 | -6.49% | Q1 2026 | May 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 47,860 | 5,287 | 0.9% | 0.95% | 405 | -4,858 | -9.22% | Q1 2026 | Apr 15, 2026 |
| Sylvest Advisors, LLC | History | Added to | 47,390 | 5,235 | 2.78% | 2.39% | 406 | +3,436 | 7.82% | Q1 2026 | Apr 22, 2026 |
| Anfield Capital Management, LLC | History | Added to | 47,355 | 5,231 | 1.44% | 0.0% | 407 | +47,264 | 51938.46% | Q1 2026 | May 12, 2026 |
| Generations Wealth, LLC | History | Added to | 47,087 | 5,201 | 5.05% | 4.86% | 408 | +518 | 1.11% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 46,708 | 5,159 | 0.08% | 0.07% | 409 | +6,773 | 16.96% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 46,402 | 5,126 | 0.13% | 0.12% | 410 | +2,135 | 4.82% | Q1 2026 | Apr 07, 2026 |
| Telos Capital Management, Inc. | History | Added to | 46,173 | 5,100 | 0.49% | 0.43% | 411 | +645 | 1.42% | Q1 2026 | Apr 16, 2026 |
| Passive Capital Management, LLC. | History | Added to | 44,692 | 4,937 | 1.47% | 1.3% | 412 | +3,981 | 9.78% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 44,518 | 4,918 | 0.01% | 0.0% | 413 | +14,826 | 49.93% | Q1 2026 | May 13, 2026 |
| Indivisible Partners | History | Added to | 44,450 | 4,910 | 0.43% | 0.46% | 414 | +3,135 | 7.59% | Q1 2026 | Apr 30, 2026 |
| ForthRight Wealth Management, LLC | History | New | 44,228 | 4,885 | 1.39% | — | 415 | +44,228 | New | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 44,064 | 4,867 | 0.18% | 0.18% | 416 | -1,717 | -3.75% | Q1 2026 | May 14, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 43,741 | 4,832 | 1.34% | 1.23% | 417 | -662 | -1.49% | Q1 2026 | Apr 22, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 43,671 | 4,824 | 0.2% | 0.16% | 418 | +1,904 | 4.56% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 43,557 | 4,811 | 0.04% | 0.05% | 419 | +4,416 | 11.28% | Q1 2026 | May 06, 2026 |
| Strategic Financial Planning, Inc. | History | New | 193,975 | 4,800 | 2.81% | — | 420 | +193,975 | New | Q1 2026 | May 14, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 43,426 | 4,797 | 3.36% | 2.77% | 421 | +9,659 | 28.6% | Q1 2026 | May 06, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 43,396 | 4,793 | 1.51% | 1.38% | 422 | -1,454 | -3.24% | Q1 2026 | Apr 23, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 43,346 | 4,788 | 1.08% | 0.69% | 423 | +14,614 | 50.86% | Q1 2026 | Apr 22, 2026 |
| Argent Trust Co | History | Added to | 42,658 | 4,712 | 0.16% | 0.14% | 424 | +1,405 | 3.41% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 42,161 | 4,657 | 0.25% | 0.24% | 425 | +1,249 | 3.05% | Q1 2026 | May 11, 2026 |
| LexAurum Advisors, LLC | History | New | 41,713 | 4,607 | 0.6% | — | 426 | +41,713 | New | Q1 2026 | Apr 13, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 41,558 | 4,590 | 1.6% | 1.63% | 427 | +944 | 2.32% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 41,521 | 4,586 | 0.15% | 0.14% | 428 | -298 | -0.71% | Q1 2026 | May 15, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 40,833 | 4,510 | 3.8% | 3.69% | 429 | -1,122 | -2.67% | Q1 2026 | May 11, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 40,591 | 4,484 | 0.68% | 0.65% | 430 | -490 | -1.19% | Q1 2026 | Apr 22, 2026 |
| Bison Wealth, LLC | History | Added to | 37,733 | 4,445 | 0.43% | 0.45% | 431 | +404 | 1.08% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 39,853 | 4,402 | 0.08% | 0.07% | 432 | +2,324 | 6.19% | Q1 2026 | Apr 17, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 39,820 | 4,398 | 4.51% | 4.19% | 433 | -90 | -0.23% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 39,596 | 4,374 | 0.02% | — | 434 | +39,596 | New | Q1 2026 | May 12, 2026 |
| NKCFO LLC | History | Added to | 38,675 | 4,272 | 1.27% | 0.84% | 435 | +10,075 | 35.23% | Q1 2026 | May 11, 2026 |
| Bank of New Hampshire | History | Added to | 38,545 | 4,258 | 0.97% | 0.76% | 436 | +5,353 | 16.13% | Q1 2026 | Apr 13, 2026 |
| M Holdings Securities, Inc. | History | Added to | 35,606 | 4,223 | 0.29% | 0.25% | 437 | +1,380 | 4.03% | Q1 2026 | May 12, 2026 |
| CURIO WEALTH, LLC | History | Added to | 37,803 | 4,176 | 1.43% | 1.32% | 438 | +1,793 | 4.98% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 37,601 | 4,153 | 0.06% | 0.07% | 439 | +5,187 | 16.0% | Q1 2026 | May 15, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 37,536 | 4,146 | 1.62% | 1.68% | 440 | -3,913 | -9.44% | Q1 2026 | Apr 20, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 37,408 | 4,132 | 0.4% | 0.35% | 441 | +1,300 | 3.6% | Q1 2026 | May 06, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 37,355 | 4,126 | 2.35% | 2.37% | 442 | +61 | 0.16% | Q1 2026 | Apr 16, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 37,345 | 4,125 | 1.82% | 1.5% | 443 | +1,625 | 4.55% | Q1 2026 | May 13, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 37,155 | 4,104 | 1.88% | 1.76% | 444 | -626 | -1.66% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 36,867 | 4,072 | 0.05% | 0.05% | 445 | +5,368 | 17.04% | Q1 2026 | May 15, 2026 |
| McLean Asset Management Corp | History | Reduced | 36,706 | 4,054 | 0.71% | 0.74% | 446 | -1,675 | -4.36% | Q1 2026 | Apr 22, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 36,496 | 4,031 | 3.8% | 3.13% | 447 | +1,296 | 3.68% | Q1 2026 | May 06, 2026 |
| DBK Financial Counsel, LLC | History | No change | 39,234 | 4,001 | 3.07% | 3.07% | 448 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COURIER CAPITAL LLC | History | Added to | 36,168 | 3,995 | 0.22% | 0.19% | 449 | +3,822 | 11.82% | Q1 2026 | Apr 23, 2026 |
| BANK OF NOVA SCOTIA | History | New | 36,140 | 3,992 | 0.01% | — | 450 | +36,140 | New | Q1 2026 | May 14, 2026 |
| Bull Oak Capital, LLC | History | Added to | 35,958 | 3,972 | 1.53% | 1.33% | 451 | +4,110 | 12.91% | Q1 2026 | May 11, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 35,934 | 3,969 | 0.79% | 0.64% | 452 | +6,537 | 22.24% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 35,902 | 3,966 | 0.84% | 0.77% | 453 | +279 | 0.78% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 35,871 | 3,962 | 0.0% | 0.0% | 454 | +19,590 | 120.32% | Q1 2026 | May 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 35,628 | 3,935 | 0.28% | 0.25% | 455 | +1,775 | 5.24% | Q1 2026 | May 06, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 35,186 | 3,887 | 1.56% | 1.58% | 456 | -2,855 | -7.51% | Q1 2026 | Apr 20, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 35,180 | 3,886 | 3.47% | — | 457 | +35,180 | New | Q1 2026 | May 07, 2026 |
| Avant Financial Advisors LLC | History | Added to | 35,170 | 3,885 | 2.73% | 2.57% | 458 | +81 | 0.23% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Added to | 35,116 | 3,879 | 0.16% | 0.14% | 459 | +3,661 | 11.64% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 35,066 | 3,873 | 0.13% | 0.1% | 460 | -10,604 | -23.22% | Q1 2026 | Apr 23, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 34,889 | 3,854 | 2.5% | 2.28% | 461 | +195 | 0.56% | Q1 2026 | Apr 29, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 34,874 | 3,852 | 0.7% | 0.7% | 462 | -1,518 | -4.17% | Q1 2026 | Apr 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 34,828 | 3,847 | 1.88% | 1.67% | 463 | +1,265 | 3.77% | Q1 2026 | May 14, 2026 |
| rebel Financial LLC | History | Added to | 34,596 | 3,821 | 1.66% | 1.49% | 464 | +326 | 0.95% | Q1 2026 | Apr 24, 2026 |
| LAM GROUP, INC. | History | Added to | 34,225 | 3,780 | 2.08% | 1.9% | 465 | +1,650 | 5.07% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 34,083 | 3,765 | 0.24% | 0.25% | 466 | -3,988 | -10.48% | Q1 2026 | Apr 15, 2026 |
| Davidson Kahn Capital Management, LLC | History | New | 33,299 | 3,751 | 2.0% | — | 467 | +33,299 | New | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 33,792 | 3,732 | 0.01% | 0.01% | 468 | +3,382 | 11.12% | Q1 2026 | May 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 33,291 | 3,677 | 3.19% | 2.95% | 469 | +502 | 1.53% | Q1 2026 | Apr 21, 2026 |
| IF Advisors, LLC | History | Added to | 33,172 | 3,664 | 2.59% | 2.55% | 470 | +2,366 | 7.68% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 33,108 | 3,657 | 0.39% | 0.99% | 471 | -58,360 | -63.8% | Q1 2026 | Apr 22, 2026 |
| Fortis Capital Management LLC | History | Added to | 32,888 | 3,633 | 0.37% | 0.33% | 472 | +8,098 | 32.67% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 32,815 | 3,625 | 0.19% | 0.14% | 473 | +8,027 | 32.38% | Q1 2026 | Apr 08, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 32,546 | 3,595 | 1.33% | 1.17% | 474 | -123 | -0.38% | Q1 2026 | Apr 09, 2026 |
| Arax Advisory Partners | History | Reduced | 32,471 | 3,587 | 0.1% | 0.13% | 475 | -12,251 | -27.39% | Q1 2026 | May 13, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 32,212 | 3,558 | 2.97% | 2.7% | 476 | +151 | 0.47% | Q1 2026 | May 08, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 31,936 | 3,527 | 0.28% | 0.25% | 477 | +869 | 2.8% | Q1 2026 | May 28, 2026 |
| Emprise Bank | History | Reduced | 31,852 | 3,518 | 1.41% | 1.37% | 478 | -396 | -1.23% | Q1 2026 | Apr 20, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 31,724 | 3,504 | 2.36% | 2.24% | 479 | -323 | -1.01% | Q1 2026 | Apr 16, 2026 |
| Faithward Advisors, LLC | History | Added to | 31,262 | 3,453 | 0.49% | 0.44% | 480 | +1,760 | 5.97% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 31,049 | 3,429 | 0.08% | 0.07% | 481 | +3,321 | 11.98% | Q1 2026 | May 15, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 30,965 | 3,420 | 1.77% | 1.64% | 482 | +880 | 2.93% | Q1 2026 | Apr 21, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 30,892 | 3,412 | 1.69% | 0.87% | 483 | +237 | 0.77% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 30,701 | 3,391 | 0.03% | 0.01% | 484 | +18,137 | 144.36% | Q1 2026 | May 11, 2026 |
| Friday Financial | History | Added to | 30,560 | 3,375 | 1.16% | 1.08% | 485 | +496 | 1.65% | Q1 2026 | Apr 16, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 30,550 | 3,374 | 0.5% | 0.43% | 486 | +2,784 | 10.03% | Q1 2026 | Apr 16, 2026 |
| Sigma Planning Corp | History | Added to | 30,421 | 3,360 | 0.09% | 0.07% | 487 | +5,355 | 21.36% | Q1 2026 | May 04, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 30,310 | 3,348 | 0.11% | 0.11% | 488 | -1,411 | -4.45% | Q1 2026 | Apr 17, 2026 |
| Herold Advisors, Inc. | History | Added to | 30,128 | 3,328 | 0.73% | 0.6% | 489 | +3,598 | 13.56% | Q1 2026 | May 14, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 30,039 | 3,318 | 1.1% | 1.54% | 490 | -136 | -0.45% | Q1 2026 | Apr 20, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 30,000 | 3,314 | 0.43% | 0.46% | 491 | -5,109 | -14.55% | Q1 2026 | Apr 23, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 30,001 | 3,314 | 2.32% | 2.06% | 492 | +1,691 | 5.97% | Q1 2026 | Apr 22, 2026 |
| Level Financial Advisors | History | Reduced | 29,591 | 3,268 | 0.83% | 0.82% | 493 | -874 | -2.87% | Q1 2026 | Apr 10, 2026 |
| Holcombe Financial, Inc. | History | Added to | 29,171 | 3,222 | 1.89% | 1.47% | 494 | +6,222 | 27.11% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 28,909 | 3,193 | 0.1% | 0.09% | 495 | +571 | 2.01% | Q1 2026 | Apr 08, 2026 |
| Intrua Financial, LLC | History | Added to | 28,692 | 3,169 | 0.33% | 0.16% | 496 | +13,638 | 90.59% | Q1 2026 | Apr 23, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 28,685 | 3,168 | 0.54% | 0.47% | 497 | +1,540 | 5.67% | Q1 2026 | Apr 28, 2026 |
| CAP Partners, LLC | History | Added to | 28,349 | 3,131 | 1.77% | 1.58% | 498 | +1,059 | 3.88% | Q1 2026 | Apr 28, 2026 |
| Clarus Group, Inc. | History | Reduced | 28,047 | 3,098 | 1.11% | 1.06% | 499 | -877 | -3.03% | Q1 2026 | Apr 21, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 28,036 | 3,097 | 0.36% | 0.35% | 500 | +104 | 0.37% | Q1 2026 | May 08, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 27,574 | 3,092 | 0.7% | 0.62% | 501 | -11,358 | -29.17% | Q1 2026 | Apr 14, 2026 |
| CIBC WORLD MARKET INC. | History | New | 27,256 | 3,010 | 0.0% | — | 502 | +27,256 | New | Q1 2026 | May 14, 2026 |
| Paragon Advisors, LLC | History | Reduced | 27,083 | 2,991 | 0.81% | 0.77% | 503 | -863 | -3.09% | Q1 2026 | May 04, 2026 |
| Apollon Financial, LLC | History | Added to | 27,007 | 2,983 | 0.41% | 0.31% | 504 | +6,300 | 30.42% | Q1 2026 | Apr 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 26,855 | 2,966 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 26,560 | 2,934 | 0.71% | 0.34% | 506 | +13,865 | 109.22% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 26,567 | 2,934 | 0.1% | 0.09% | 507 | +932 | 3.64% | Q1 2026 | Apr 07, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 26,479 | 2,925 | 0.9% | 0.82% | 508 | +189 | 0.72% | Q1 2026 | May 11, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 26,375 | 2,913 | 2.48% | 2.36% | 509 | -3,351 | -11.27% | Q1 2026 | Apr 24, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 26,213 | 2,895 | 1.6% | 1.58% | 510 | +1,805 | 7.4% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 26,136 | 2,887 | 0.28% | 0.31% | 511 | +1,658 | 6.77% | Q1 2026 | Apr 06, 2026 |
| Tranquility Partners, LLC | History | Reduced | 26,563 | 2,877 | 1.09% | 1.0% | 512 | -543 | -2.0% | Q1 2026 | Apr 20, 2026 |
| RDA Financial Network | History | Added to | 25,908 | 2,862 | 0.72% | 0.62% | 513 | +500 | 1.97% | Q1 2026 | Apr 08, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 25,866 | 2,857 | 0.4% | 0.38% | 514 | -1,292 | -4.76% | Q1 2026 | Apr 22, 2026 |
| Haven Private, LLC | History | Added to | 25,863 | 2,857 | 1.24% | 1.15% | 515 | +94 | 0.36% | Q1 2026 | May 05, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 25,616 | 2,829 | 1.06% | 0.98% | 516 | +846 | 3.42% | Q1 2026 | Apr 21, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 25,479 | 2,814 | 0.9% | 0.81% | 517 | +31 | 0.12% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 27,247 | 2,778 | 0.05% | 0.05% | 518 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 25,069 | 2,769 | 1.62% | 1.38% | 519 | +1,104 | 4.61% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | New | 23,496 | 2,767 | 0.31% | — | 520 | +23,496 | New | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 24,893 | 2,749 | 0.22% | 0.19% | 521 | +2,280 | 10.08% | Q1 2026 | May 15, 2026 |
| Paragon Capital Management Ltd | History | Added to | 24,787 | 2,738 | 0.58% | 0.49% | 522 | +404 | 1.66% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 24,720 | 2,730 | 0.05% | 0.05% | 523 | -2,403 | -8.86% | Q1 2026 | May 11, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 24,505 | 2,707 | 0.47% | 0.06% | 524 | +20,808 | 562.83% | Q1 2026 | Apr 13, 2026 |
| Atala Financial Inc | History | Added to | 24,281 | 2,696 | 1.81% | 1.53% | 525 | +784 | 3.34% | Q1 2026 | Apr 10, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 24,233 | 2,676 | 1.73% | 1.57% | 526 | +141 | 0.59% | Q1 2026 | Apr 30, 2026 |
| Auxano Advisors, LLC | History | Added to | 24,000 | 2,651 | 0.53% | 0.08% | 527 | +20,158 | 524.67% | Q1 2026 | May 01, 2026 |
| Skyview Financial Group LLC | History | No change | 25,663 | 2,617 | 2.7% | 2.7% | 528 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 23,373 | 2,582 | 1.07% | 0.94% | 529 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 23,279 | 2,571 | 0.71% | 0.76% | 530 | -1,439 | -5.82% | Q1 2026 | Apr 24, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 23,216 | 2,564 | 1.89% | 0.01% | 531 | +23,085 | 17622.14% | Q1 2026 | Apr 16, 2026 |
| XY Planning Network, Inc. | History | Reduced | 22,937 | 2,538 | 0.41% | 0.42% | 532 | -932 | -3.9% | Q1 2026 | Apr 14, 2026 |
| StoneX Group Inc. | History | New | 22,884 | 2,527 | 0.14% | — | 533 | +22,884 | New | Q1 2026 | May 14, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 22,772 | 2,515 | 1.89% | 1.61% | 534 | +1,987 | 9.56% | Q1 2026 | Apr 16, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 22,687 | 2,506 | 0.53% | 0.46% | 535 | +3,035 | 15.44% | Q1 2026 | May 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 20,716 | 2,489 | 0.56% | 0.43% | 536 | +4,795 | 30.12% | Q1 2026 | May 08, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 22,457 | 2,480 | 2.55% | 2.91% | 537 | -2,160 | -8.77% | Q1 2026 | May 04, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 22,317 | 2,465 | 0.39% | 0.37% | 538 | -4 | -0.02% | Q1 2026 | Apr 16, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 22,171 | 2,449 | 0.6% | 0.52% | 539 | +1,378 | 6.63% | Q1 2026 | Apr 10, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 22,062 | 2,437 | 0.6% | 0.65% | 540 | +554 | 2.58% | Q1 2026 | Apr 13, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 22,055 | 2,436 | 1.09% | 1.0% | 541 | +806 | 3.79% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 21,889 | 2,418 | 0.64% | 1.16% | 542 | -21,609 | -49.68% | Q1 2026 | Apr 09, 2026 |
| Refined Wealth Management | History | New | 21,774 | 2,405 | 1.52% | — | 543 | +21,774 | New | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 21,722 | 2,399 | 0.11% | 0.1% | 544 | -8 | -0.04% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 21,631 | 2,389 | 0.18% | 0.16% | 545 | +2,118 | 10.85% | Q1 2026 | Apr 22, 2026 |
| EJMK Ventures LLC | History | Added to | 21,582 | 2,384 | 1.33% | 0.66% | 546 | +11,018 | 104.3% | Q1 2026 | Apr 24, 2026 |
| Asset Dedication, LLC | History | Reduced | 21,412 | 2,365 | 0.17% | 0.15% | 547 | -1,215 | -5.37% | Q1 2026 | May 29, 2026 |
| HBE Wealth Management, LLC | History | Added to | 21,247 | 2,347 | 2.05% | 1.81% | 548 | +2,411 | 12.8% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 21,168 | 2,338 | 0.22% | 0.14% | 549 | +7,113 | 50.61% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 21,026 | 2,322 | 0.52% | 0.51% | 550 | -273 | -1.28% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 20,980 | 2,317 | 0.03% | 0.03% | 551 | +317 | 1.53% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 20,932 | 2,312 | 0.05% | 0.08% | 552 | -10,559 | -33.53% | Q1 2026 | May 15, 2026 |
| Centerpoint Advisory Group | History | Added to | 20,907 | 2,309 | 1.74% | 1.62% | 553 | +241 | 1.17% | Q1 2026 | Apr 29, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 20,568 | 2,272 | 0.37% | 0.35% | 554 | -76 | -0.37% | Q1 2026 | Apr 21, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 20,477 | 2,262 | 0.58% | 0.55% | 555 | +41 | 0.2% | Q1 2026 | Apr 17, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 20,263 | 2,238 | 0.3% | 0.27% | 556 | +129 | 0.64% | Q1 2026 | Apr 07, 2026 |
| BOKF, NA | History | Added to | 19,929 | 2,201 | 0.03% | 0.03% | 557 | +466 | 2.39% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,883 | 2,196 | 0.08% | 0.01% | 558 | +17,065 | 605.57% | Q1 2026 | May 19, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 19,515 | 2,155 | 2.57% | 2.13% | 559 | -4,573 | -18.98% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | New | 19,432 | 2,146 | 0.08% | — | 560 | +19,432 | New | Q1 2026 | Apr 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 19,339 | 2,136 | 0.09% | 0.09% | 561 | +307 | 1.61% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 19,101 | 2,110 | 0.38% | 0.31% | 562 | +2,811 | 17.26% | Q1 2026 | May 11, 2026 |
| Factor Wealth Management LTD | History | Reduced | 19,027 | 2,101 | 0.4% | 0.51% | 563 | -4,319 | -18.5% | Q1 2026 | Apr 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 18,677 | 2,063 | 0.43% | 0.43% | 564 | -941 | -4.8% | Q1 2026 | May 15, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 18,671 | 2,062 | 0.44% | 0.42% | 565 | -236 | -1.25% | Q1 2026 | Apr 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 18,640 | 2,059 | 0.74% | 0.67% | 566 | +519 | 2.86% | Q1 2026 | May 14, 2026 |
| MOTCO | History | Added to | 18,507 | 2,044 | 0.19% | 0.17% | 567 | +626 | 3.5% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 18,417 | 2,034 | 0.03% | 0.02% | 568 | +3,192 | 20.97% | Q1 2026 | May 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 18,376 | 2,030 | 0.26% | 0.26% | 569 | -823 | -4.29% | Q1 2026 | Apr 09, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 18,324 | 2,024 | 0.28% | 0.25% | 570 | +499 | 2.8% | Q1 2026 | May 13, 2026 |
| Ironwood Financial, llc | History | Added to | 18,188 | 2,009 | 0.35% | 0.32% | 571 | +773 | 4.44% | Q1 2026 | Apr 16, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 18,390 | 1,991 | 1.75% | 1.57% | 572 | +1,810 | 10.92% | Q1 2026 | May 07, 2026 |
| CSS LLC/IL | History | Reduced | 17,989 | 1,987 | 0.1% | 0.18% | 573 | -21,431 | -54.37% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 17,871 | 1,974 | 0.25% | 0.26% | 574 | -2,844 | -13.73% | Q1 2026 | Apr 30, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 17,044 | 1,967 | 0.27% | 0.06% | 575 | +14,074 | 473.87% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 17,783 | 1,964 | 0.0% | 0.0% | 576 | +4,650 | 35.41% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 17,782 | 1,964 | 0.2% | 0.18% | 577 | -13 | -0.07% | Q1 2026 | Apr 30, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 17,736 | 1,959 | 0.17% | — | 578 | +17,736 | New | Q1 2026 | May 06, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 17,366 | 1,918 | 0.89% | 0.78% | 579 | +1,138 | 7.01% | Q1 2026 | Apr 08, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 17,359 | 1,917 | 0.15% | 0.14% | 580 | -132 | -0.75% | Q1 2026 | Apr 27, 2026 |
| Uniting Wealth Partners, LLC | History | New | 17,154 | 1,895 | 0.4% | — | 582 | +17,154 | New | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 17,155 | 1,895 | 0.13% | 0.11% | 581 | +3,409 | 24.8% | Q1 2026 | Apr 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 17,012 | 1,879 | 0.1% | 0.09% | 583 | +1,544 | 9.98% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 16,739 | 1,849 | 0.02% | 0.02% | 584 | +1,254 | 8.1% | Q1 2026 | May 06, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 16,657 | 1,840 | 0.13% | 0.13% | 585 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 16,653 | 1,839 | 0.2% | 0.2% | 586 | -1,237 | -6.91% | Q1 2026 | May 11, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 16,602 | 1,834 | 0.25% | 0.23% | 587 | -154 | -0.92% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 16,322 | 1,803 | 0.17% | 0.08% | 588 | +8,434 | 106.92% | Q1 2026 | Apr 22, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 17,299 | 1,783 | 2.3% | 2.3% | 589 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 16,129 | 1,781 | 0.19% | 0.31% | 590 | -10,724 | -39.94% | Q1 2026 | Apr 24, 2026 |
| SVB WEALTH LLC | History | Added to | 15,977 | 1,765 | 0.12% | 0.09% | 591 | +1,000 | 6.68% | Q1 2026 | Apr 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 15,703 | 1,737 | 0.0% | 0.0% | 592 | +1,589 | 11.26% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 15,632 | 1,726 | 0.02% | 0.02% | 593 | -1,003 | -6.03% | Q1 2026 | May 12, 2026 |
| Sachetta, LLC | History | Reduced | 15,476 | 1,709 | 0.93% | 0.88% | 594 | -350 | -2.21% | Q1 2026 | May 01, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 15,384 | 1,699 | 0.6% | 0.54% | 595 | +336 | 2.23% | Q1 2026 | Apr 17, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 15,380 | 1,698 | 0.06% | 0.06% | 596 | +388 | 2.59% | Q1 2026 | Apr 20, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 15,334 | 1,693 | 0.17% | 0.05% | 597 | +10,637 | 226.46% | Q1 2026 | Apr 30, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 15,276 | 1,687 | 0.47% | 0.4% | 598 | -793 | -4.93% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 15,229 | 1,682 | 0.02% | 0.01% | 599 | +4,046 | 36.18% | Q1 2026 | Apr 28, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 15,132 | 1,671 | 1.39% | 1.23% | 600 | +1,079 | 7.68% | Q1 2026 | Apr 14, 2026 |
| RVW Wealth, LLC | History | Added to | 15,115 | 1,669 | 0.13% | 0.11% | 601 | +387 | 2.63% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,103 | 1,668 | 0.03% | 0.02% | 602 | +4,326 | 40.14% | Q1 2026 | May 18, 2026 |
| Frankly Finances, LLC | History | Added to | 15,054 | 1,663 | 1.51% | 1.37% | 603 | +930 | 6.58% | Q1 2026 | Apr 29, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 15,053 | 1,662 | 1.07% | 1.14% | 604 | -2,119 | -12.34% | Q1 2026 | May 08, 2026 |
| Tower Wealth Partners, Inc. | History | Reduced | 14,927 | 1,648 | 0.91% | 0.84% | 605 | -86 | -0.57% | Q1 2026 | May 08, 2026 |
| TPG Advisors LLC | History | New | 14,896 | 1,645 | 1.03% | — | 607 | +14,896 | New | Q1 2026 | Apr 22, 2026 |
| Peak Planning Group, LLC | History | Added to | 14,897 | 1,645 | 0.46% | 0.41% | 606 | +398 | 2.75% | Q1 2026 | Apr 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 14,818 | 1,636 | 0.13% | 0.1% | 608 | +1,953 | 15.18% | Q1 2026 | May 13, 2026 |
| Clark Asset Management, LLC | History | No change | 14,717 | 1,625 | 0.15% | 0.16% | 609 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,660 | 1,619 | 0.0% | 0.0% | 610 | -677 | -4.41% | Q1 2026 | May 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 14,590 | 1,611 | 0.13% | 0.12% | 611 | -202 | -1.37% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | Added to | 14,257 | 1,574 | 0.84% | 0.07% | 612 | +12,969 | 1006.91% | Q1 2026 | May 13, 2026 |
| Advisor Resource Council | History | Added to | 14,229 | 1,571 | 0.51% | 0.54% | 613 | +492 | 3.58% | Q1 2026 | May 07, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 14,210 | 1,569 | 0.44% | 0.41% | 614 | -30 | -0.21% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 14,200 | 1,568 | 0.0% | 0.0% | 615 | +11,900 | 517.39% | Q1 2026 | May 12, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 14,010 | 1,547 | 0.26% | 0.24% | 616 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 13,921 | 1,537 | 0.7% | 0.64% | 617 | -47 | -0.34% | Q1 2026 | Apr 27, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 13,894 | 1,534 | 2.36% | 0.76% | 618 | +156 | 1.14% | Q1 2026 | May 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 13,789 | 1,523 | 0.19% | 0.1% | 619 | +5,274 | 61.94% | Q1 2026 | May 05, 2026 |
| GEM Asset Management, LLC | History | Added to | 13,701 | 1,513 | 0.67% | 0.64% | 620 | +29 | 0.21% | Q1 2026 | Apr 10, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 13,580 | 1,500 | 0.34% | 0.33% | 621 | -576 | -4.07% | Q1 2026 | Apr 10, 2026 |
| Forum Financial Management, LP | History | Reduced | 13,511 | 1,492 | 0.02% | 0.02% | 622 | -8 | -0.06% | Q1 2026 | Apr 23, 2026 |
| NorthRock Partners, LLC | History | New | 13,450 | 1,485 | 0.02% | — | 623 | +13,450 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,402 | 1,480 | 0.07% | 0.03% | 624 | +7,486 | 126.54% | Q1 2026 | Apr 28, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 13,402 | 1,480 | 0.85% | 0.73% | 625 | -263 | -1.92% | Q1 2026 | Apr 17, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 13,370 | 1,477 | 0.84% | 0.79% | 626 | +959 | 7.73% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 13,174 | 1,455 | 0.03% | 0.03% | 627 | -900 | -6.39% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 13,160 | 1,453 | 0.07% | 0.07% | 628 | +352 | 2.75% | Q1 2026 | Apr 23, 2026 |
| Sovran Advisors, LLC | History | Added to | 12,008 | 1,442 | 0.11% | 0.09% | 629 | +2,075 | 20.89% | Q1 2026 | May 01, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Added to | 13,005 | 1,436 | 3.61% | 2.01% | 630 | +4,609 | 54.9% | Q1 2026 | May 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 12,981 | 1,434 | 0.37% | 0.34% | 631 | -97 | -0.74% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,811 | 1,415 | 0.05% | 0.04% | 632 | +614 | 5.03% | Q1 2026 | May 06, 2026 |
| Maia Wealth LLC | History | Added to | 12,790 | 1,412 | 0.24% | 0.16% | 633 | +4,281 | 50.31% | Q1 2026 | May 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 12,766 | 1,410 | 0.4% | 0.39% | 634 | -507 | -3.82% | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | Added to | 12,578 | 1,389 | 0.17% | 0.16% | 635 | +777 | 6.58% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 12,559 | 1,387 | 1.17% | 0.85% | 637 | +2,876 | 29.7% | Q1 2026 | Apr 17, 2026 |
| KWB Wealth | History | No change | 13,605 | 1,387 | 0.14% | 0.13% | 636 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Added to | 12,441 | 1,374 | 0.06% | 0.06% | 638 | +36 | 0.29% | Q1 2026 | Apr 27, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 12,392 | 1,368 | 0.47% | 0.43% | 639 | +473 | 3.97% | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 12,321 | 1,361 | 0.01% | — | 640 | +12,321 | New | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 12,319 | 1,360 | 0.05% | 0.07% | 641 | -5,405 | -30.5% | Q1 2026 | Apr 28, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 12,127 | 1,339 | 0.06% | 0.03% | 642 | +4,309 | 55.12% | Q1 2026 | May 06, 2026 |
| WMS Group LLC | History | New | 12,098 | 1,336 | 1.94% | — | 643 | +12,098 | New | Q1 2026 | Apr 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 12,018 | 1,327 | 0.15% | 0.12% | 644 | +1,348 | 12.63% | Q1 2026 | Apr 16, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 12,910 | 1,316 | 1.39% | 1.39% | 645 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| ENTREWEALTH, LLC | History | Added to | 11,912 | 1,315 | 0.59% | 0.57% | 646 | +863 | 7.81% | Q1 2026 | May 14, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 11,849 | 1,309 | 0.8% | 0.82% | 647 | -3 | -0.03% | Q1 2026 | Apr 20, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 11,708 | 1,293 | 0.21% | 0.25% | 648 | -2,698 | -18.73% | Q1 2026 | Apr 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 11,700 | 1,292 | 0.16% | 0.11% | 649 | +3,410 | 41.13% | Q1 2026 | Apr 27, 2026 |
| Trajan Wealth LLC | History | Reduced | 11,695 | 1,291 | 0.05% | 0.05% | 650 | -34 | -0.29% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 11,662 | 1,288 | 1.08% | 0.97% | 651 | +477 | 4.26% | Q1 2026 | Apr 22, 2026 |
| Financial Architects, LLC | History | Added to | 11,590 | 1,280 | 0.68% | 0.59% | 652 | +840 | 7.81% | Q1 2026 | Apr 21, 2026 |
| JNBA Financial Advisors | History | Added to | 11,555 | 1,276 | 0.11% | 0.1% | 653 | +20 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Prosperity Financial Group, Inc. | History | New | 11,379 | 1,256 | 0.46% | — | 654 | +11,379 | New | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 11,333 | 1,252 | 0.07% | 0.07% | 655 | +68 | 0.6% | Q1 2026 | May 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 11,252 | 1,243 | 0.27% | — | 656 | +11,252 | New | Q1 2026 | May 05, 2026 |
| Foundry Financial LLC | History | Reduced | 10,819 | 1,195 | 0.51% | 1.09% | 657 | -9,618 | -47.06% | Q1 2026 | Apr 21, 2026 |
| CGC Financial Services, LLC | History | Reduced | 10,802 | 1,193 | 0.34% | 0.45% | 658 | -5,876 | -35.23% | Q1 2026 | Apr 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 10,753 | 1,187 | 0.16% | 1.4% | 659 | -84,030 | -88.66% | Q1 2026 | Apr 16, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 10,557 | 1,166 | 0.78% | 0.71% | 660 | +289 | 2.81% | Q1 2026 | Apr 16, 2026 |
| Strategic Advisors LLC | History | Added to | 10,443 | 1,153 | 0.19% | 0.16% | 661 | +130 | 1.26% | Q1 2026 | May 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 11,134 | 1,135 | 1.72% | 1.72% | 662 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 10,168 | 1,123 | 0.08% | 0.06% | 663 | +2,483 | 32.31% | Q1 2026 | May 05, 2026 |
| Curi Capital, LLC | History | Reduced | 10,082 | 1,113 | 0.02% | 0.02% | 664 | -143 | -1.4% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,048 | 1,110 | 0.0% | 0.0% | 665 | -361 | -3.47% | Q1 2026 | May 15, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 9,930 | 1,096 | 1.09% | 1.01% | 666 | -28 | -0.28% | Q1 2026 | Apr 23, 2026 |
| Portside Wealth Group, LLC | History | New | 9,847 | 1,087 | 0.15% | — | 667 | +9,847 | New | Q1 2026 | May 12, 2026 |
| Aspen Capital Management, LLC | History | No change | 9,752 | 1,077 | 0.27% | 0.25% | 668 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,458 | 1,044 | 0.0% | 0.0% | 669 | -181 | -1.88% | Q1 2026 | May 14, 2026 |
| West Wealth Group, LLC | History | New | 9,429 | 1,041 | 0.21% | — | 670 | +9,429 | New | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,381 | 1,036 | 0.03% | 0.03% | 671 | -1,230 | -11.59% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,371 | 1,035 | 0.02% | 0.01% | 672 | +4,785 | 104.34% | Q1 2026 | May 07, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 9,250 | 1,021 | 0.16% | 0.15% | 673 | +252 | 2.8% | Q1 2026 | May 06, 2026 |
| REDW Wealth LLC | History | No change | 9,195 | 1,015 | 0.4% | 0.36% | 674 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 9,184 | 1,014 | 0.12% | 0.1% | 675 | +28 | 0.31% | Q1 2026 | May 08, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 9,174 | 1,013 | 0.02% | 0.02% | 676 | -759 | -7.64% | Q1 2026 | Apr 16, 2026 |
| Brooklyn Investment Group | History | Added to | 9,084 | 1,003 | 0.03% | 0.02% | 677 | +5,256 | 137.3% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,027 | 997 | 0.0% | 0.0% | 678 | -1,227 | -11.97% | Q1 2026 | May 15, 2026 |
| marrick wealth, LLC | History | Added to | 8,979 | 991 | 0.83% | 0.75% | 679 | +26 | 0.29% | Q1 2026 | Apr 15, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 8,964 | 990 | 0.5% | 0.51% | 680 | +1,539 | 20.73% | Q1 2026 | Apr 30, 2026 |
| Heron Bay Capital Management | History | Added to | 8,954 | 989 | 0.09% | 0.06% | 681 | +6,030 | 206.22% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 8,921 | 985 | 0.53% | 0.53% | 682 | -840 | -8.61% | Q1 2026 | Apr 23, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 8,814 | 973 | 0.69% | 0.57% | 683 | +1,026 | 13.17% | Q1 2026 | Apr 21, 2026 |
| Sequent Asset Management, LLC | History | No change | 9,457 | 965 | 0.43% | 0.43% | 684 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,695 | 960 | 0.03% | 0.04% | 685 | -3,032 | -25.85% | Q1 2026 | May 15, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 8,612 | 951 | 0.43% | 0.42% | 686 | -21 | -0.24% | Q1 2026 | May 13, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 8,597 | 949 | 0.46% | 0.45% | 687 | -172 | -1.96% | Q1 2026 | Apr 22, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 8,572 | 946 | 0.37% | 0.39% | 688 | -1,584 | -15.6% | Q1 2026 | Apr 07, 2026 |
| Vines Capital Management, LLC | History | Added to | 8,546 | 944 | 0.94% | 0.82% | 689 | +288 | 3.49% | Q1 2026 | May 12, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 8,444 | 932 | 0.21% | 0.29% | 690 | -2,420 | -22.28% | Q1 2026 | Apr 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 9,016 | 919 | 0.04% | 0.04% | 691 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Klingman & Associates, LLC | History | Added to | 8,309 | 917 | 0.04% | 0.04% | 692 | +16 | 0.19% | Q1 2026 | May 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 8,267 | 913 | 0.69% | 0.69% | 693 | +164 | 2.02% | Q1 2026 | Apr 13, 2026 |
| Tenon Financial LLC | History | Added to | 8,221 | 908 | 0.36% | 0.35% | 694 | +18 | 0.22% | Q1 2026 | Apr 21, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 8,170 | 902 | 0.11% | 0.07% | 695 | +2,202 | 36.9% | Q1 2026 | May 04, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 8,101 | 894 | 0.56% | 0.19% | 696 | +4,989 | 160.31% | Q1 2026 | Apr 28, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 8,012 | 885 | 0.59% | 0.55% | 697 | +22 | 0.28% | Q1 2026 | Apr 21, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 7,800 | 861 | 0.0% | 0.0% | 698 | -700 | -8.24% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 7,774 | 859 | 0.01% | 0.01% | 699 | +13 | 0.17% | Q1 2026 | May 14, 2026 |
| Corus Family Wealth Advisors | History | Added to | 7,768 | 858 | 0.7% | 0.54% | 701 | +1,132 | 17.06% | Q1 2026 | Apr 28, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 7,770 | 858 | 0.27% | 0.3% | 700 | -246 | -3.07% | Q1 2026 | Apr 17, 2026 |
| REGIONS FINANCIAL CORP | History | New | 7,741 | 855 | 0.01% | — | 702 | +7,741 | New | Q1 2026 | May 05, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 7,727 | 853 | 0.29% | 0.14% | 703 | +3,746 | 94.1% | Q1 2026 | Apr 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 7,681 | 848 | 0.06% | 0.05% | 704 | +106 | 1.4% | Q1 2026 | Apr 13, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 7,611 | 840 | 0.13% | 0.36% | 705 | -15,811 | -67.5% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 7,558 | 834 | 0.09% | 0.1% | 706 | -1,403 | -15.66% | Q1 2026 | May 04, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 7,525 | 831 | 0.24% | 0.23% | 707 | -237 | -3.05% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,486 | 826 | 0.0% | 0.0% | 708 | -332 | -4.25% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Reduced | 7,468 | 824 | 0.01% | 0.01% | 709 | -174 | -2.28% | Q1 2026 | May 07, 2026 |
| RCS Financial Planning, LLC | History | No change | 7,376 | 814 | 0.42% | 0.32% | 710 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 7,368 | 813 | 0.43% | 0.26% | 711 | +786 | 11.94% | Q1 2026 | May 14, 2026 |
| Prospera Capital Management, LLC | History | No change | 7,300 | 806 | 0.4% | 0.38% | 712 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 7,256 | 801 | 0.0% | 0.0% | 713 | +1,953 | 36.83% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,159 | 790 | 0.0% | — | 714 | +7,159 | New | Q1 2026 | May 12, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 7,000 | 779 | 0.75% | 0.58% | 715 | +1,000 | 16.67% | Q1 2026 | May 15, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 6,976 | 770 | 0.32% | 1.27% | 716 | -21,955 | -75.89% | Q1 2026 | Apr 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 6,958 | 768 | 0.12% | 0.1% | 717 | +82 | 1.19% | Q1 2026 | May 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 6,951 | 767 | 0.49% | — | 718 | +6,951 | New | Q1 2026 | Apr 27, 2026 |
| ProCore Advisors, LLC | History | Reduced | 6,942 | 766 | 1.17% | 0.8% | 719 | -736 | -9.59% | Q1 2026 | Apr 23, 2026 |
| Belleair Asset Management, LLC | History | Added to | 6,867 | 758 | 0.69% | 0.46% | 720 | +2,111 | 44.39% | Q1 2026 | Apr 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 6,819 | 753 | 0.02% | 0.02% | 721 | +6 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,800 | 751 | 0.01% | 0.0% | 722 | +3,100 | 83.78% | Q1 2026 | May 01, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 6,764 | 747 | 0.72% | 0.71% | 723 | -298 | -4.22% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,757 | 746 | 0.02% | 0.02% | 724 | -1,834 | -21.35% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,258 | 740 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 6,628 | 732 | 0.03% | 0.02% | 726 | +1,744 | 35.71% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | Added to | 6,600 | 729 | 0.37% | 0.15% | 727 | +3,500 | 112.9% | Q1 2026 | May 08, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 6,596 | 728 | 0.19% | 0.18% | 728 | -82 | -1.23% | Q1 2026 | Apr 27, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 6,512 | 719 | 0.65% | 0.61% | 729 | +3 | 0.05% | Q1 2026 | Apr 23, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 6,490 | 716 | 0.15% | — | 730 | +6,490 | New | Q1 2026 | May 12, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 6,490 | 716 | 0.17% | — | 731 | +6,490 | New | Q1 2026 | Apr 24, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 6,455 | 713 | 0.38% | 0.36% | 732 | -51 | -0.78% | Q1 2026 | May 27, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 6,044 | 712 | 0.04% | 0.04% | 733 | +56 | 0.94% | Q1 2026 | May 14, 2026 |
| Directional Asset Management | History | Added to | 6,442 | 711 | 0.65% | 0.46% | 734 | +1,282 | 24.84% | Q1 2026 | Apr 27, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 6,432 | 710 | 0.66% | — | 735 | +6,432 | New | Q1 2026 | May 05, 2026 |
| Oceanside Advisors LLC | History | Added to | 6,419 | 709 | 0.4% | 0.35% | 736 | +680 | 11.85% | Q1 2026 | Apr 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 6,384 | 705 | 0.19% | 0.14% | 737 | +1,530 | 31.52% | Q1 2026 | May 12, 2026 |
| Aegis Wealth Management LLC | History | Added to | 6,376 | 704 | 0.4% | 0.34% | 738 | +400 | 6.69% | Q1 2026 | Apr 22, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 6,369 | 703 | 0.04% | — | 739 | +6,369 | New | Q1 2026 | Apr 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 6,339 | 700 | 0.04% | 0.03% | 740 | +720 | 12.81% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 6,327 | 698 | 0.01% | 0.0% | 741 | +576 | 10.02% | Q1 2026 | May 01, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 6,307 | 696 | 0.51% | 0.19% | 742 | +3,814 | 152.99% | Q1 2026 | May 15, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 6,284 | 694 | 0.56% | 0.49% | 743 | +468 | 8.05% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | New | 6,260 | 691 | 0.03% | — | 744 | +6,260 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,252 | 690 | 0.02% | 0.01% | 746 | +511 | 8.9% | Q1 2026 | May 04, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 6,250 | 690 | 0.03% | 0.03% | 745 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,239 | 689 | 0.06% | 0.05% | 747 | +175 | 2.89% | Q1 2026 | Apr 30, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 6,173 | 681 | 0.24% | 0.23% | 748 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Slagle Financial, LLC | History | Reduced | 6,154 | 679 | 0.22% | 0.23% | 749 | -293 | -4.54% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,132 | 677 | 0.0% | 0.0% | 750 | -166 | -2.64% | Q1 2026 | May 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 6,065 | 670 | 0.13% | 0.14% | 751 | -346 | -5.4% | Q1 2026 | Apr 09, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 6,030 | 666 | 0.04% | 0.04% | 752 | +297 | 5.18% | Q1 2026 | Apr 20, 2026 |
| M Wealth Management, LLC | History | No change | 6,024 | 665 | 0.56% | 0.53% | 753 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triune Financial Partners, LLC | History | Added to | 6,005 | 663 | 0.16% | 0.15% | 754 | +16 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 5,985 | 661 | 0.17% | 0.13% | 755 | +449 | 8.11% | Q1 2026 | May 11, 2026 |
| Balance Wealth, LLC | History | New | 5,951 | 657 | 0.2% | — | 756 | +5,951 | New | Q1 2026 | Apr 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 5,932 | 655 | 0.01% | 0.01% | 757 | +2,300 | 63.33% | Q1 2026 | Apr 20, 2026 |
| Arista Wealth Management, LLC | History | Added to | 5,808 | 641 | 0.08% | 0.06% | 758 | +1,290 | 28.55% | Q1 2026 | Apr 30, 2026 |
| Selective Wealth Management, Inc. | History | No change | 5,386 | 638 | 0.19% | 0.18% | 759 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 5,735 | 633 | 0.32% | 0.25% | 760 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,710 | 630 | 0.0% | 0.0% | 761 | +91 | 1.62% | Q1 2026 | May 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,673 | 626 | 0.05% | 0.05% | 762 | +44 | 0.78% | Q1 2026 | Apr 30, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,650 | 624 | 0.0% | 0.0% | 763 | +1,429 | 33.85% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,625 | 621 | 0.0% | 0.0% | 764 | +2,854 | 103.0% | Q1 2026 | May 12, 2026 |
| Financial Symmetry Inc | History | Reduced | 5,122 | 615 | 0.22% | 0.22% | 765 | -258 | -4.8% | Q1 2026 | May 11, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 5,419 | 598 | 0.47% | 0.44% | 766 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Inspire Advisors, LLC | History | New | 5,385 | 594 | 0.05% | — | 767 | +5,385 | New | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 5,796 | 591 | 0.04% | 0.04% | 768 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,293 | 584 | 0.07% | 0.06% | 769 | -231 | -4.18% | Q1 2026 | May 04, 2026 |
| Breakwater Capital Group | History | New | 5,226 | 577 | 0.08% | — | 770 | +5,226 | New | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 194,276 | 574 | 0.03% | 0.06% | 771 | +27,030 | 16.16% | Q1 2026 | May 15, 2026 |
| Whelan Financial | History | No change | 5,159 | 569 | 0.18% | 0.16% | 772 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 5,150 | 568 | 0.03% | 0.05% | 773 | -368 | -6.67% | Q1 2026 | Apr 21, 2026 |
| Autumn Glory Partners, LLC | History | No change | 5,046 | 557 | 0.2% | 0.18% | 774 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Reduced | 5,035 | 556 | 0.04% | 0.09% | 775 | -6,045 | -54.56% | Q1 2026 | Apr 13, 2026 |
| Redwood Park Advisors LLC | History | Added to | 5,036 | 556 | 0.37% | 0.35% | 776 | +14 | 0.28% | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 5,015 | 554 | 0.02% | 0.02% | 778 | -298 | -5.61% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,019 | 554 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 4,962 | 548 | 0.25% | — | 779 | +4,962 | New | Q1 2026 | Apr 23, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 4,952 | 547 | 0.32% | 0.28% | 780 | +237 | 5.03% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,947 | 546 | 0.01% | 0.01% | 781 | +46 | 0.94% | Q1 2026 | Apr 15, 2026 |
| Atlas Wealth LLC | History | No change | 4,934 | 545 | 0.16% | 0.15% | 782 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 4,930 | 544 | 0.37% | 0.55% | 783 | -2,588 | -34.42% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | No change | 4,860 | 536 | 0.07% | 0.07% | 784 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Powers Advisory Group, LLC | History | Added to | 4,771 | 527 | 0.19% | 0.12% | 785 | +1,716 | 56.17% | Q1 2026 | Apr 21, 2026 |
| RHL GROUP, LLC | History | Added to | 4,724 | 521 | 0.44% | 0.13% | 786 | +3,100 | 190.89% | Q1 2026 | May 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 4,693 | 518 | 0.03% | — | 788 | +4,693 | New | Q1 2026 | Apr 17, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 4,695 | 518 | 0.25% | 0.24% | 787 | +30 | 0.64% | Q1 2026 | May 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,686 | 517 | 0.15% | 0.14% | 789 | -32 | -0.68% | Q1 2026 | Apr 30, 2026 |
| Cypress Wealth Services, LLC | History | No change | 4,666 | 515 | 0.07% | 0.07% | 790 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 4,654 | 514 | 0.07% | 0.07% | 791 | -881 | -15.92% | Q1 2026 | May 07, 2026 |
| MAYPORT, LLC | History | New | 4,593 | 507 | 0.09% | — | 792 | +4,593 | New | Q1 2026 | Apr 21, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | New | 4,458 | 492 | 0.17% | — | 793 | +4,458 | New | Q1 2026 | Apr 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 4,429 | 489 | 0.15% | 0.12% | 794 | +809 | 22.35% | Q1 2026 | May 14, 2026 |
| Fortis Capital Advisors, LLC | History | New | 4,376 | 483 | 0.06% | — | 795 | +4,376 | New | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,349 | 480 | 0.04% | 0.03% | 796 | +2 | 0.05% | Q1 2026 | May 13, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 4,288 | 473 | 0.21% | 0.23% | 797 | -251 | -5.53% | Q1 2026 | Apr 20, 2026 |
| Itau Unibanco Holding S.A. | History | New | 4,261 | 470 | 0.01% | — | 798 | +4,261 | New | Q1 2026 | May 15, 2026 |
| BAM Wealth Management, LLC | History | New | 4,216 | 465 | 0.35% | — | 800 | +4,216 | New | Q1 2026 | Apr 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,217 | 465 | 0.02% | 0.0% | 799 | +3,978 | 1664.44% | Q1 2026 | Apr 24, 2026 |
| GEN Financial Management, INC. | History | No change | 4,188 | 462 | 0.29% | 0.27% | 801 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 4,181 | 461 | 0.14% | 0.14% | 802 | -454 | -9.8% | Q1 2026 | Apr 22, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 4,163 | 459 | 0.27% | 0.18% | 803 | +1,193 | 40.17% | Q1 2026 | Apr 15, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 4,159 | 459 | 0.31% | 0.31% | 804 | -111 | -2.6% | Q1 2026 | Apr 13, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 4,146 | 458 | 0.35% | 0.29% | 805 | +669 | 19.24% | Q1 2026 | Apr 21, 2026 |
| J.M. Arbour, LLC | History | New | 4,142 | 457 | 0.44% | — | 807 | +4,142 | New | Q1 2026 | Apr 21, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 4,145 | 457 | 0.04% | 0.04% | 806 | -260 | -5.9% | Q1 2026 | May 01, 2026 |
| Glassman Wealth Services | History | Reduced | 4,121 | 455 | 0.06% | 0.1% | 808 | -3,246 | -44.06% | Q1 2026 | May 04, 2026 |
| V2 Financial group LLC | History | Added to | 4,112 | 454 | 0.21% | 0.2% | 809 | +201 | 5.14% | Q1 2026 | May 04, 2026 |
| Strategent Financial, LLC | History | Added to | 4,102 | 453 | 0.31% | 0.15% | 811 | +1,747 | 74.18% | Q1 2026 | Apr 20, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 4,105 | 453 | 0.17% | 0.19% | 810 | -1,200 | -22.62% | Q1 2026 | May 11, 2026 |
| Aureum Wealth Management, LLC | History | New | 4,087 | 451 | 0.31% | — | 812 | +4,087 | New | Q1 2026 | Apr 22, 2026 |
| Convergence Financial, LLC | History | Reduced | 4,075 | 450 | 0.05% | 0.15% | 813 | -5,715 | -58.38% | Q1 2026 | May 11, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 4,074 | 450 | 0.05% | — | 814 | +4,074 | New | Q1 2026 | Apr 30, 2026 |
| Accredited Investors Inc. | History | New | 4,073 | 449 | 0.02% | — | 816 | +4,073 | New | Q1 2026 | Apr 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 4,070 | 449 | 0.03% | 0.03% | 815 | +4 | 0.1% | Q1 2026 | May 15, 2026 |
| TRB Wealth Management, LLC | History | New | 4,046 | 446 | 0.06% | — | 817 | +4,046 | New | Q1 2026 | May 14, 2026 |
| Brickley Wealth Management | History | Reduced | 4,012 | 443 | 0.08% | 0.07% | 818 | -338 | -7.77% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,930 | 434 | 0.0% | 0.0% | 819 | -720 | -15.48% | Q1 2026 | May 13, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 3,913 | 432 | 0.16% | 0.14% | 821 | +404 | 11.51% | Q1 2026 | Apr 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,915 | 432 | 0.15% | 0.14% | 820 | +10 | 0.26% | Q1 2026 | Apr 14, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 3,839 | 424 | 0.08% | 0.07% | 822 | -145 | -3.64% | Q1 2026 | Apr 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 3,841 | 424 | 0.05% | 0.05% | 823 | +10 | 0.26% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 4,119 | 420 | 0.01% | 0.01% | 824 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 3,785 | 418 | 0.2% | 0.21% | 826 | -230 | -5.73% | Q1 2026 | May 01, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 3,791 | 418 | 0.13% | 0.13% | 825 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | Added to | 3,704 | 409 | 0.02% | 0.01% | 827 | +131 | 3.67% | Q1 2026 | Apr 27, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 3,700 | 408 | 0.32% | 0.32% | 829 | -4 | -0.11% | Q1 2026 | Apr 09, 2026 |
| Keystone Financial Group | History | Added to | 3,693 | 408 | 0.03% | 0.03% | 828 | +2 | 0.05% | Q1 2026 | May 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 3,815 | 406 | 0.1% | 0.08% | 830 | +422 | 12.44% | Q1 2026 | May 08, 2026 |
| Entelevest, LLC | History | Reduced | 3,631 | 401 | 0.4% | 0.5% | 831 | -1,282 | -26.09% | Q1 2026 | May 04, 2026 |
| SAPIENT CAPITAL LLC | History | New | 3,622 | 400 | 0.01% | — | 832 | +3,622 | New | Q1 2026 | Apr 08, 2026 |
| Blue Trust, Inc. | History | No change | 3,618 | 399 | 0.0% | 0.0% | 833 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Next Level Private LLC | History | Added to | 3,591 | 396 | 0.09% | 0.09% | 834 | +112 | 3.22% | Q1 2026 | Apr 23, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 3,547 | 391 | 0.11% | 0.11% | 835 | -5 | -0.14% | Q1 2026 | May 15, 2026 |
| Cassilly Financial Group LLC | History | Reduced | 3,523 | 389 | 0.34% | 0.32% | 836 | -39 | -1.09% | Q1 2026 | Apr 10, 2026 |
| IFS Group,LLC | History | New | 3,507 | 387 | 0.34% | — | 837 | +3,507 | New | Q1 2026 | May 18, 2026 |
| Santori & Peters, Inc. | History | New | 3,503 | 386 | 0.12% | — | 838 | +3,503 | New | Q1 2026 | May 07, 2026 |
| Procyon Advisors, LLC | History | New | 3,479 | 384 | 0.02% | — | 839 | +3,479 | New | Q1 2026 | May 04, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 3,416 | 377 | 0.04% | 0.03% | 840 | +906 | 36.1% | Q1 2026 | May 05, 2026 |
| Stewardship Advisors, LLC | History | No change | 3,396 | 375 | 0.09% | 0.08% | 841 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Garde Capital, Inc. | History | New | 3,391 | 374 | 0.02% | — | 843 | +3,391 | New | Q1 2026 | Apr 28, 2026 |
| CWC Advisors, LLC. | History | Added to | 3,392 | 374 | 0.18% | 0.14% | 842 | +557 | 19.65% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,366 | 371 | 0.0% | — | 844 | +3,366 | New | Q1 2026 | May 15, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 3,349 | 369 | 0.25% | 0.26% | 845 | -352 | -9.51% | Q1 2026 | Apr 21, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 3,337 | 368 | 0.18% | 1.7% | 846 | -29,919 | -89.97% | Q1 2026 | Apr 23, 2026 |
| Matrix Trust Co | History | New | 3,314 | 366 | 0.06% | — | 847 | +3,314 | New | Q1 2026 | Apr 09, 2026 |
| Investment Advisory Group, LLC | History | Added to | 3,311 | 365 | 0.09% | 0.08% | 848 | +100 | 3.11% | Q1 2026 | Apr 22, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 3,588 | 365 | 0.11% | 0.11% | 849 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 3,303 | 364 | 0.12% | 0.13% | 850 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HRT FINANCIAL LP | History | New | 3,246 | 358 | 0.0% | — | 853 | +3,246 | New | Q1 2026 | May 14, 2026 |
| GDS Wealth Management | History | New | 3,243 | 358 | 0.02% | — | 854 | +3,243 | New | Q1 2026 | Apr 27, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 3,248 | 358 | 0.04% | 0.03% | 851 | +498 | 18.11% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,242 | 358 | 0.0% | 0.0% | 852 | +350 | 12.1% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 3,214 | 355 | 0.05% | 0.05% | 855 | +127 | 4.11% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Added to | 3,210 | 354 | 0.06% | 0.05% | 856 | +2 | 0.06% | Q1 2026 | Apr 16, 2026 |
| Prosperitas Financial LLC | History | No change | 3,199 | 353 | 0.13% | 0.13% | 857 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rinkey Investments | History | Added to | 3,190 | 352 | 0.09% | 0.06% | 858 | +740 | 30.2% | Q1 2026 | May 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 3,038 | 348 | 0.04% | 0.03% | 859 | +1,171 | 62.72% | Q1 2026 | Apr 22, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 3,150 | 347 | 0.07% | 0.07% | 860 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 3,130 | 345 | 0.04% | 0.04% | 861 | +200 | 6.83% | Q1 2026 | Apr 17, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 3,131 | 345 | 0.01% | 0.01% | 862 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 3,120 | 344 | 0.06% | 0.05% | 863 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,045 | 336 | 0.03% | 0.03% | 864 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Trust Wealth Management LLC | History | No change | 3,050 | 336 | 0.25% | 0.23% | 865 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 3,007 | 332 | 0.22% | 0.2% | 866 | +167 | 5.88% | Q1 2026 | May 05, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 2,992 | 330 | 0.16% | 0.14% | 867 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Coquina Private Wealth LLC | History | No change | 2,990 | 330 | 0.27% | 0.24% | 868 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 2,975 | 328 | 0.06% | 0.05% | 869 | +242 | 8.85% | Q1 2026 | Apr 29, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 2,951 | 325 | 0.02% | 0.02% | 870 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Essex Bank | History | Added to | 2,919 | 322 | 0.07% | 0.06% | 871 | +231 | 8.59% | Q1 2026 | Apr 17, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 2,865 | 316 | 0.24% | 0.18% | 872 | +447 | 18.49% | Q1 2026 | Apr 20, 2026 |
| Sherman Wealth Management LLC | History | New | 2,825 | 312 | 0.27% | — | 873 | +2,825 | New | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,804 | 309 | 0.0% | 0.0% | 875 | +393 | 16.3% | Q1 2026 | May 06, 2026 |
| Cornerstone Capital, Inc. | History | No change | 2,804 | 309 | 0.03% | 0.03% | 874 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Added to | 2,745 | 303 | 0.0% | 0.0% | 876 | +142 | 5.46% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,743 | 303 | 0.0% | 0.0% | 877 | +6 | 0.22% | Q1 2026 | May 01, 2026 |
| Macco Financial Group, Inc. | History | New | 2,706 | 298 | 0.23% | — | 881 | +2,706 | New | Q1 2026 | Apr 23, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,700 | 298 | 0.01% | 0.01% | 879 | -2,454 | -47.61% | Q1 2026 | May 08, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 2,703 | 298 | 0.21% | 0.19% | 880 | +293 | 12.16% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,700 | 298 | 0.0% | 0.0% | 878 | +88 | 3.37% | Q1 2026 | May 05, 2026 |
| Wallace Advisory Group, LLC | History | New | 2,697 | 297 | 0.32% | — | 882 | +2,697 | New | Q1 2026 | Apr 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 2,668 | 294 | 0.01% | 0.02% | 883 | -2,312 | -46.43% | Q1 2026 | May 06, 2026 |
| Millington Financial Advisors, LLC | History | No change | 2,450 | 293 | 0.12% | 0.12% | 884 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 2,650 | 292 | 0.27% | 0.26% | 885 | -52 | -1.92% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,642 | 291 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 2,628 | 290 | 0.09% | 0.07% | 887 | +236 | 9.87% | Q1 2026 | Apr 20, 2026 |
| Access Investment Management LLC | History | New | 2,595 | 286 | 0.08% | — | 888 | +2,595 | New | Q1 2026 | May 21, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 2,560 | 282 | 0.06% | 0.05% | 889 | +400 | 18.52% | Q1 2026 | May 15, 2026 |
| WealthTrust Axiom LLC | History | New | 2,509 | 277 | 0.07% | — | 890 | +2,509 | New | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | New | 2,481 | 274 | 0.01% | — | 891 | +2,481 | New | Q1 2026 | May 12, 2026 |
| Strategic Financial Concepts, LLC | History | New | 2,478 | 273 | 0.07% | — | 894 | +2,478 | New | Q1 2026 | May 12, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 2,477 | 273 | 0.06% | 0.06% | 892 | +31 | 1.27% | Q1 2026 | Apr 22, 2026 |
| Osprey Private Wealth LLC | History | No change | 2,472 | 273 | 0.08% | 0.07% | 893 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sensible Money, LLC | History | Added to | 2,465 | 272 | 0.08% | 0.08% | 895 | +104 | 4.4% | Q1 2026 | Apr 21, 2026 |
| GWN SECURITIES INC. | History | Added to | 2,439 | 269 | 0.05% | 0.05% | 896 | +102 | 4.36% | Q1 2026 | May 14, 2026 |
| Bank of Marin | History | Added to | 2,442 | 269 | 0.2% | 0.17% | 898 | +98 | 4.18% | Q1 2026 | May 14, 2026 |
| Total Wealth Planning, LLC | History | No change | 2,645 | 269 | 0.58% | 0.58% | 897 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Base Wealth Management LLC | History | No change | 2,432 | 268 | 0.15% | 0.13% | 899 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Carter Financial Group, INC. | History | Reduced | 2,390 | 264 | 0.16% | 0.15% | 900 | -105 | -4.21% | Q1 2026 | Apr 27, 2026 |
| Sharper & Granite LLC | History | Added to | 2,387 | 263 | 0.09% | 0.07% | 901 | +355 | 17.47% | Q1 2026 | Apr 08, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 2,224 | 263 | 0.02% | 0.02% | 902 | +4 | 0.18% | Q1 2026 | May 12, 2026 |
| Family Legacy, Inc. | History | Reduced | 2,341 | 258 | 0.08% | 0.07% | 903 | -27 | -1.14% | Q1 2026 | May 12, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 2,344 | 258 | 0.09% | 0.08% | 904 | +1 | 0.04% | Q1 2026 | Apr 20, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 2,325 | 256 | 0.11% | 0.1% | 905 | +6 | 0.26% | Q1 2026 | May 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 2,295 | 253 | 0.12% | 0.12% | 906 | +6 | 0.26% | Q1 2026 | Apr 22, 2026 |
| GM Advisory Group, LLC | History | New | 2,278 | 251 | 0.01% | — | 908 | +2,278 | New | Q1 2026 | Apr 28, 2026 |
| First PREMIER Bank | History | Reduced | 2,268 | 251 | 0.06% | 0.05% | 907 | -37 | -1.61% | Q1 2026 | Apr 20, 2026 |
| Grant Private Wealth Management Inc | History | No change | 2,272 | 250 | 0.13% | 0.14% | 909 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pure Financial Advisors, LLC | History | New | 2,261 | 249 | 0.0% | — | 911 | +2,261 | New | Q1 2026 | Apr 10, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 2,260 | 249 | 0.06% | 0.05% | 910 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,250 | 248 | 0.01% | 0.01% | 912 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Intelligent Financial Strategies | History | Reduced | 2,239 | 247 | 0.13% | 0.31% | 914 | -4,144 | -64.92% | Q1 2026 | Apr 28, 2026 |
| Financial Insights, Inc. | History | New | 2,237 | 247 | 0.08% | — | 915 | +2,237 | New | Q1 2026 | May 18, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 2,238 | 247 | 0.01% | 0.01% | 913 | -494 | -18.08% | Q1 2026 | Apr 09, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,200 | 243 | 0.01% | 0.01% | 916 | -172 | -7.25% | Q1 2026 | Apr 28, 2026 |
| Sankala Group LLC | History | Added to | 2,197 | 242 | 0.2% | 0.17% | 917 | +319 | 16.99% | Q1 2026 | Mar 31, 2026 |
| BancFirst Trust & Investment Management | History | New | 2,223 | 240 | 0.11% | — | 918 | +2,223 | New | Q1 2026 | Apr 01, 2026 |
| JM2 Capital Inc. | History | New | 2,147 | 237 | 0.2% | — | 919 | +2,147 | New | Q1 2026 | Apr 27, 2026 |
| LongView Wealth Management | History | New | 2,041 | 235 | 0.06% | — | 921 | +2,041 | New | Q1 2026 | Apr 15, 2026 |
| Heck Capital Advisors, LLC | History | No change | 2,127 | 235 | 0.02% | 0.02% | 920 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 2,122 | 234 | 0.37% | 0.39% | 922 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 2,105 | 232 | 0.05% | 0.05% | 923 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 2,093 | 231 | 0.12% | — | 924 | +2,093 | New | Q1 2026 | May 11, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 2,074 | 229 | 0.18% | — | 925 | +2,074 | New | Q1 2026 | Apr 28, 2026 |
| Mainsail Financial Group, LLC | History | No change | 2,072 | 228 | 0.09% | 0.09% | 926 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SHP Wealth Management | History | Reduced | 2,049 | 226 | 0.02% | 0.02% | 928 | -459 | -18.3% | Q1 2026 | May 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 2,053 | 226 | 0.05% | 0.06% | 927 | -210 | -9.28% | Q1 2026 | Apr 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 2,033 | 224 | 0.01% | 0.01% | 929 | +5 | 0.25% | Q1 2026 | Apr 28, 2026 |
| Synergy Asset Management, LLC | History | New | 2,024 | 223 | 0.02% | — | 930 | +2,024 | New | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | New | 2,003 | 221 | 0.01% | — | 931 | +2,003 | New | Q1 2026 | Apr 20, 2026 |
| Empirical Finance, LLC | History | New | 1,992 | 220 | 0.01% | — | 932 | +1,992 | New | Q1 2026 | May 14, 2026 |
| TRUEFG, LLC | History | New | 1,990 | 219 | 0.06% | — | 934 | +1,990 | New | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,986 | 219 | 0.0% | 0.0% | 933 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | No change | 1,974 | 218 | 0.01% | 0.01% | 935 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 1,952 | 215 | 0.19% | 0.19% | 936 | -151 | -7.18% | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 1,940 | 214 | 0.02% | 0.02% | 937 | -31 | -1.57% | Q1 2026 | May 05, 2026 |
| ASPIRIANT, LLC | History | Reduced | 1,931 | 213 | 0.01% | 0.01% | 938 | -438 | -18.49% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 1,921 | 212 | 0.01% | — | 939 | +1,921 | New | Q1 2026 | May 14, 2026 |
| Able Wealth Management LLC | History | New | 1,918 | 211 | 0.06% | — | 942 | +1,918 | New | Q1 2026 | Apr 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 1,913 | 211 | 0.0% | — | 940 | +1,913 | New | Q1 2026 | May 08, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | New | 1,770 | 211 | 0.07% | — | 941 | +1,770 | New | Q1 2026 | Apr 28, 2026 |
| Oath Planning, LLC | History | Reduced | 1,906 | 210 | 0.19% | 0.24% | 943 | -507 | -21.01% | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | New | 1,894 | 209 | 0.0% | — | 945 | +1,894 | New | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,051 | 209 | 0.01% | 0.01% | 944 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gibbs Wealth Management | History | New | 1,878 | 207 | 0.03% | — | 947 | +1,878 | New | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,879 | 207 | 0.0% | 0.0% | 946 | +6 | 0.32% | Q1 2026 | May 13, 2026 |
| Pinion Investment Advisors, LLC | History | New | 1,873 | 206 | 0.05% | — | 948 | +1,873 | New | Q1 2026 | Apr 24, 2026 |
| Revere Asset Management, Inc | History | New | 1,856 | 205 | 0.11% | — | 950 | +1,856 | New | Q1 2026 | May 06, 2026 |
| Axis Wealth Partners, LLC | History | New | 1,856 | 205 | 0.11% | — | 951 | +1,856 | New | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 1,859 | 205 | 0.01% | 0.0% | 949 | +1,800 | 3050.85% | Q1 2026 | Apr 22, 2026 |
| Clarion Wealth Managment Partners, LLC | History | New | 1,823 | 201 | 0.18% | — | 952 | +1,823 | New | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,722 | 190 | 0.0% | 0.0% | 953 | +562 | 48.45% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | Added to | 1,661 | 183 | 0.0% | 0.0% | 954 | +1,409 | 559.13% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 1,642 | 181 | 0.19% | — | 955 | +1,642 | New | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 1,634 | 180 | 0.06% | — | 958 | +1,634 | New | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 1,629 | 180 | 0.04% | 0.0% | 957 | +1,587 | 3778.57% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,631 | 180 | 0.04% | 0.01% | 956 | +1,238 | 315.01% | Q1 2026 | May 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1,390 | 153 | 0.08% | 0.07% | 959 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 1,292 | 142 | 0.0% | 0.0% | 960 | +56 | 4.53% | Q1 2026 | May 06, 2026 |
| Scarborough Advisors, LLC | History | Added to | 1,021 | 112 | 0.01% | 0.02% | 961 | +2 | 0.2% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 975 | 107 | 0.01% | 0.0% | 962 | +868 | 811.21% | Q1 2026 | Apr 17, 2026 |
| Clark Wealth Partners | History | Added to | 959 | 105 | 0.07% | 0.05% | 964 | +71 | 8.0% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 952 | 105 | 0.0% | 0.0% | 963 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nemes Rush Group LLC | History | Added to | 917 | 101 | 0.01% | 0.01% | 965 | +7 | 0.77% | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | No change | 807 | 89 | 0.0% | 0.0% | 966 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 766 | 84 | 0.03% | 0.02% | 967 | +348 | 83.25% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 746 | 82 | 0.0% | — | 969 | +746 | New | Q1 2026 | May 11, 2026 |
| Clayton Financial Group LLC | History | Reduced | 743 | 82 | 0.04% | 0.04% | 968 | -124 | -14.3% | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 726 | 80 | 0.0% | 0.0% | 970 | -546 | -42.92% | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, Inc. | History | New | 699 | 77 | 0.0% | — | 972 | +699 | New | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | Added to | 703 | 77 | 0.0% | 0.0% | 971 | +503 | 251.5% | Q1 2026 | Apr 28, 2026 |
| Your Advocates Ltd., LLP | History | New | 678 | 74 | 0.02% | — | 973 | +678 | New | Q1 2026 | Apr 29, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 667 | 73 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 653 | 72 | 0.01% | 0.01% | 975 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 650 | 71 | 0.02% | 0.02% | 976 | +10 | 1.56% | Q1 2026 | Apr 24, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 609 | 67 | 0.02% | 0.02% | 977 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 600 | 66 | 0.0% | — | 979 | +600 | New | Q1 2026 | Apr 27, 2026 |
| KM Capital Management Ltd. | History | New | 565 | 66 | 0.04% | — | 980 | +565 | New | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | Added to | 605 | 66 | 0.0% | 0.0% | 978 | +1 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 595 | 65 | 0.01% | — | 983 | +595 | New | Q1 2026 | Apr 08, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 593 | 65 | 0.06% | 0.06% | 981 | +2 | 0.34% | Q1 2026 | Apr 24, 2026 |
| NorthAvenue LLC | History | No change | 590 | 65 | 0.05% | 0.05% | 982 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SFAM, LLC | History | Reduced | 575 | 63 | 0.06% | 0.06% | 985 | -24 | -4.01% | Q1 2026 | May 04, 2026 |
| Clearstead Trust, LLC | History | No change | 579 | 63 | 0.01% | 0.01% | 984 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 563 | 62 | 0.05% | 0.05% | 986 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Operose Advisors LLC | History | Added to | 555 | 61 | 0.01% | 0.0% | 987 | +491 | 767.19% | Q1 2026 | May 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | New | 540 | 59 | 0.05% | — | 988 | +540 | New | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 527 | 58 | 0.0% | — | 989 | +527 | New | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Added to | 516 | 57 | 0.0% | 0.0% | 990 | +352 | 214.63% | Q1 2026 | Apr 14, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 509 | 56 | 0.02% | 0.01% | 991 | +318 | 166.49% | Q1 2026 | May 05, 2026 |
| Centerpoint Advisors, LLC | History | No change | 500 | 55 | 0.02% | 0.02% | 992 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 414 | 45 | 0.01% | 0.01% | 993 | -138 | -25.0% | Q1 2026 | Apr 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 402 | 44 | 0.0% | — | 995 | +402 | New | Q1 2026 | May 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 402 | 44 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 398 | 43 | 0.03% | 0.03% | 996 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 371 | 40 | 0.01% | 0.01% | 997 | +1 | 0.27% | Q1 2026 | Apr 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 371 | 40 | 0.03% | 0.03% | 998 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vestwell Advisors, LLC | History | New | 361 | 39 | 0.01% | — | 999 | +361 | New | Q1 2026 | May 18, 2026 |
| PlanVest Financial, Inc | History | New | 361 | 39 | 0.03% | — | 1000 | +361 | New | Q1 2026 | May 14, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 347 | 38 | 0.05% | 0.39% | 1002 | -7,032 | -95.3% | Q1 2026 | May 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 345 | 38 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SJS Investment Consulting Inc. | History | No change | 334 | 36 | 0.0% | 0.0% | 1003 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Basepoint Wealth LLC | History | Added to | 317 | 35 | 0.02% | 0.02% | 1004 | +12 | 3.93% | Q1 2026 | May 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 300 | 33 | 0.0% | — | 1008 | +300 | New | Q1 2026 | Apr 20, 2026 |
| CNB Bank | History | No change | 303 | 33 | 0.01% | 0.01% | 1005 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 305 | 33 | 0.02% | 0.01% | 1006 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROGCO, LP | History | No change | 305 | 33 | 0.01% | 0.01% | 1007 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 272 | 32 | 0.0% | 0.0% | 1009 | +259 | 1992.31% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 258 | 28 | 0.0% | 0.0% | 1010 | +208 | 416.0% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | No change | 250 | 27 | 0.0% | 0.0% | 1011 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 246 | 27 | 0.02% | 0.02% | 1012 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 233 | 25 | 0.0% | 0.0% | 1013 | +198 | 565.71% | Q1 2026 | Apr 27, 2026 |
| GeoWealth Management, LLC | History | New | 221 | 24 | 0.0% | — | 1014 | +221 | New | Q1 2026 | May 13, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 209 | 23 | 0.02% | 0.01% | 1017 | +76 | 57.14% | Q1 2026 | Apr 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 210 | 23 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clarity Asset Management, Inc. | History | No change | 216 | 23 | 0.01% | 0.01% | 1016 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Meramec Financial Planners, LLC | History | No change | 195 | 23 | 0.01% | 0.01% | 1018 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 202 | 22 | 0.01% | — | 1019 | +202 | New | Q1 2026 | May 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 197 | 21 | 0.01% | 0.01% | 1020 | -64 | -24.52% | Q1 2026 | Apr 17, 2026 |
| COUNTRY TRUST BANK | History | New | 174 | 19 | 0.0% | — | 1022 | +174 | New | Q1 2026 | Apr 10, 2026 |
| JDM Financial Group LLC | History | No change | 173 | 19 | 0.01% | 0.01% | 1021 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 157 | 17 | 0.0% | 0.0% | 1023 | -460 | -74.55% | Q1 2026 | Apr 28, 2026 |
| PROTECTIVE LIFE CORP | History | New | 156 | 17 | 0.06% | — | 1024 | +156 | New | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 151 | 16 | 0.0% | — | 1027 | +151 | New | Q1 2026 | Apr 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 149 | 16 | 0.0% | — | 1026 | +149 | New | Q1 2026 | May 26, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 145 | 16 | 0.01% | 0.01% | 1025 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 141 | 15 | 0.0% | 0.0% | 1028 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 130 | 14 | 0.0% | — | 1030 | +130 | New | Q1 2026 | Apr 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 127 | 14 | 0.0% | 0.0% | 1029 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crews Bank & Trust | History | New | 120 | 13 | 0.0% | — | 1032 | +120 | New | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 119 | 13 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Parvin Asset Management, LLC | History | No change | 110 | 12 | 0.01% | 0.01% | 1033 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Longview Financial Advisors LLC | History | No change | 111 | 12 | 0.01% | 0.01% | 1034 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EASTERN BANK | History | No change | 105 | 11 | 0.0% | 0.0% | 1035 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 105 | 11 | 0.01% | 0.01% | 1036 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | No change | 105 | 11 | 0.0% | 0.0% | 1037 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| New Millennium Group LLC | History | No change | 107 | 10 | 0.0% | 0.0% | 1038 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 86 | 9 | 0.0% | 0.0% | 1039 | -4 | -4.44% | Q1 2026 | May 11, 2026 |
| WFA of San Diego, LLC | History | No change | 90 | 9 | 0.01% | 0.01% | 1040 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 78 | 8 | 0.0% | — | 1042 | +78 | New | Q1 2026 | May 06, 2026 |
| Nova Wealth Management, Inc. | History | No change | 75 | 8 | 0.01% | 0.0% | 1041 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pioneer Family Office, LLC | History | Reduced | 67 | 7 | 0.0% | 0.01% | 1044 | -68 | -50.37% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 73 | 7 | 0.0% | 0.0% | 1043 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 63 | 6 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Key Capital Management, INC | History | New | 49 | 5 | 0.0% | — | 1049 | +49 | New | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 50 | 5 | 0.0% | 0.0% | 1046 | +29 | 138.1% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 54 | 5 | 0.0% | 0.0% | 1047 | -9 | -14.29% | Q1 2026 | Apr 17, 2026 |
| NFSG Corp | History | No change | 50 | 5 | 0.0% | 0.0% | 1048 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFG Advisory, LLC | History | Reduced | 44 | 4 | 0.01% | 0.01% | 1050 | -2,205 | -98.04% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 40 | 4 | 0.0% | — | 1052 | +31 | 344.44% | Q1 2026 | Apr 27, 2026 |
| IAG Wealth Partners, LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 1051 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 42 | 4 | 0.0% | 0.0% | 1053 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 35 | 3 | 0.0% | — | 1057 | +35 | New | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | New | 34 | 3 | 0.0% | — | 1056 | +34 | New | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 36 | 3 | 0.0% | 0.0% | 1054 | +3 | 9.09% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 1055 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 24 | 2 | 0.0% | — | 1062 | +24 | New | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 22 | 2 | 0.0% | — | 1061 | +22 | New | Q1 2026 | Apr 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 21 | 2 | 0.0% | — | 1060 | +21 | New | Q1 2026 | Apr 29, 2026 |
| Kingdom Financial Group LLC. | History | No change | 24 | 2 | 0.0% | 0.0% | 1058 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 1059 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 18 | 1 | 0.0% | — | 1064 | +18 | New | Q1 2026 | May 07, 2026 |
| Davis Capital Management | History | New | 11 | 1 | 0.0% | — | 1063 | +11 | New | Q1 2026 | Apr 16, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 8.09% | — | -282,097 | -100.0% | Q1 2026 | May 13, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 1.86% | — | -106,387 | -100.0% | Q1 2026 | Apr 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -69,970 | -100.0% | Q1 2026 | May 15, 2026 |
| Frontier Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.33% | — | -56,390 | -100.0% | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -54,291 | -100.0% | Q1 2026 | Apr 29, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -32,119 | -100.0% | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -26,786 | -100.0% | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -26,625 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -23,150 | -100.0% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -16,600 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.13% | — | -13,970 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 1.37% | — | -12,842 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,349 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -8,946 | -100.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,044 | -100.0% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,371 | -100.0% | Q1 2026 | May 14, 2026 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -5,763 | -100.0% | Q1 2026 | Apr 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,394 | -100.0% | Q1 2026 | May 15, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -5,166 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,900 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,755 | -100.0% | Q1 2026 | May 13, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -4,210 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,600 | -100.0% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,501 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,283 | -100.0% | Q1 2026 | May 01, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,614 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,369 | -100.0% | Q1 2026 | May 01, 2026 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,830 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -564 | -100.0% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -531 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -528 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -436 | -100.0% | Q1 2026 | May 11, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Closed out | 0 | 0 | — | 0.08% | — | -357 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -355 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q1 2026 | May 14, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -216 | -100.0% | Q1 2026 | May 14, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -211 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -181 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 04, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -61 | -100.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 13, 2026 |
| BAYBAN | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 01, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |