VANGUARD BOND INDEX FUNDS - BIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 27,764,129 | 2,142,835 | 0.4% | 0.36% | 1 | +2,237,409 | 8.76% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,554,417 | 1,817,929 | 0.49% | 0.39% | 2 | +6,716,649 | 39.89% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,069,986 | 931,561 | 0.57% | 0.55% | 3 | +842,348 | 7.5% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,357,175 | 799,366 | 0.09% | 0.09% | 4 | +643,294 | 6.62% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 10,240,765 | 790,382 | 3.89% | 3.49% | 5 | +1,604,973 | 18.59% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 8,326,313 | 642,624 | 0.04% | 0.03% | 6 | +854,721 | 11.44% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,183,505 | 554,422 | 0.04% | 0.04% | 7 | +541,131 | 8.15% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,596,477 | 431,936 | 0.67% | 0.58% | 8 | +821,713 | 17.21% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 5,357,768 | 413,512 | 25.54% | 24.72% | 9 | +132,227 | 2.53% | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Added to | 5,283,152 | 407,753 | 0.11% | 0.11% | 10 | +127,653 | 2.48% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,201,316 | 324,333 | 0.08% | 0.07% | 11 | -10,767 | -0.26% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,700,472 | 285,602 | 2.85% | 2.83% | 12 | +175,387 | 4.98% | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,697,194 | 285,127 | 1.75% | 1.66% | 13 | +159,004 | 4.49% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,109,181 | 238,003 | 0.11% | 0.12% | 14 | +648,675 | 26.36% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,523,280 | 194,746 | 0.06% | 0.05% | 15 | +279,712 | 12.47% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,304,912 | 177,893 | 0.68% | — | 16 | +2,304,912 | New | Q1 2026 | May 12, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 2,185,893 | 168,707 | 4.88% | 4.9% | 17 | +33,908 | 1.58% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,086,383 | 161,027 | 0.03% | 0.02% | 18 | +156,231 | 8.09% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,065,521 | 159,305 | 0.23% | 0.25% | 19 | -98,677 | -4.56% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 2,000,360 | 154,387 | 0.18% | 0.17% | 20 | +121,642 | 6.47% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 1,890,146 | 145,881 | 5.04% | 4.41% | 21 | +369,993 | 24.34% | Q1 2026 | May 06, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 1,716,738 | 133,699 | 10.76% | 10.77% | 22 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,704,946 | 131,587 | 0.14% | 0.13% | 23 | +136,539 | 8.71% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 1,701,195 | 131,298 | 0.02% | 0.02% | 24 | -155,546 | -8.38% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,500,572 | 115,814 | 0.02% | 0.02% | 25 | +102,235 | 7.31% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,496,862 | 115,527 | 0.21% | 0.03% | 26 | +1,369,725 | 1077.36% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 1,434,660 | 110,727 | 0.01% | 0.01% | 27 | +39,416 | 2.83% | Q1 2026 | May 15, 2026 |
| Efficient Advisors, LLC | History | Added to | 1,414,410 | 109,164 | 7.75% | 6.24% | 28 | +42,419 | 3.09% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 1,364,610 | 106,275 | 0.42% | 0.42% | 29 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 1,264,392 | 96,839 | 19.1% | 19.65% | 30 | -53,406 | -4.05% | Q1 2026 | May 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,253,183 | 96,721 | 1.24% | 1.2% | 31 | +28,687 | 2.34% | Q1 2026 | May 15, 2026 |
| American Trust | History | Added to | 1,240,393 | 95,733 | 8.46% | 7.53% | 32 | +92,702 | 8.08% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,232,952 | 95,159 | 0.13% | 0.12% | 33 | +45,872 | 3.86% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 1,208,682 | 93,285 | 0.13% | 0.13% | 34 | +95,831 | 8.61% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,208,391 | 93,263 | 0.13% | 0.13% | 35 | -15,739 | -1.29% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 1,128,425 | 87,091 | 0.06% | 0.06% | 36 | +76,991 | 7.32% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,087,410 | 83,926 | 0.15% | 0.04% | 37 | +808,747 | 290.22% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,050,401 | 81,070 | 0.21% | 0.19% | 38 | +115,682 | 12.38% | Q1 2026 | Apr 30, 2026 |
| Family Investment Center, Inc. | History | Added to | 966,958 | 74,629 | 14.36% | 14.87% | 39 | +21,185 | 2.24% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 952,304 | 73,260 | 0.0% | 0.0% | 40 | +377,646 | 65.72% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 939,709 | 72,432 | 0.15% | 0.16% | 41 | -557,301 | -37.23% | Q1 2026 | Apr 08, 2026 |
| VANGUARD GROUP INC | History | No change | 882,475 | 68,726 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 883,809 | 68,212 | 0.03% | 0.02% | 43 | -18,001 | -2.0% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 880,949 | 67,991 | 0.27% | — | 44 | +880,949 | New | Q1 2026 | May 08, 2026 |
| WIT, LLC | History | Added to | 861,173 | 66,465 | 1.25% | 1.22% | 45 | +77,294 | 9.86% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 789,396 | 60,925 | 0.98% | 0.81% | 46 | +147,334 | 22.95% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 770,358 | 59,456 | 0.28% | 0.24% | 47 | +128,832 | 20.08% | Q1 2026 | Apr 24, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 728,902 | 56,256 | 5.92% | 9.1% | 48 | +98,573 | 15.64% | Q1 2026 | Apr 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 718,274 | 55,436 | 11.28% | 10.99% | 49 | +2,292 | 0.32% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 704,047 | 54,338 | 0.07% | 0.08% | 50 | -209,306 | -22.92% | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 688,532 | 53,140 | 3.98% | 2.04% | 51 | +366,967 | 114.12% | Q1 2026 | May 13, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 671,968 | 51,956 | 4.66% | 4.3% | 52 | +72,355 | 12.07% | Q1 2026 | Apr 20, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 670,494 | 51,748 | 15.9% | 15.29% | 53 | +27,841 | 4.33% | Q1 2026 | Apr 21, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 657,468 | 50,743 | 6.67% | 6.47% | 54 | +60,250 | 10.09% | Q1 2026 | May 12, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 640,986 | 49,458 | 10.03% | 9.57% | 55 | +86,224 | 15.54% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 627,777 | 48,452 | 0.12% | 0.1% | 56 | +47,597 | 8.2% | Q1 2026 | Apr 22, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 621,147 | 47,940 | 2.7% | 3.38% | 57 | -190,162 | -23.44% | Q1 2026 | May 08, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 614,849 | 47,454 | 9.34% | 9.43% | 58 | +42,109 | 7.35% | Q1 2026 | Apr 20, 2026 |
| Reliant Wealth Planning | History | Added to | 611,089 | 47,163 | 14.26% | 14.42% | 59 | +18,429 | 3.11% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 609,591 | 47,048 | 0.59% | 0.53% | 60 | +60,858 | 11.09% | Q1 2026 | Apr 28, 2026 |
| Francis Financial, Inc. | History | Added to | 606,080 | 46,777 | 8.67% | 9.06% | 61 | +10,166 | 1.71% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 585,094 | 44,870 | 5.99% | 6.44% | 62 | +54,153 | 10.2% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 570,080 | 43,998 | 0.12% | 0.12% | 63 | -40,498 | -6.63% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 541,004 | 41,754 | 0.04% | 0.04% | 64 | -93,418 | -14.72% | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 514,947 | 39,743 | 0.79% | 0.73% | 65 | +1,434 | 0.28% | Q1 2026 | Apr 15, 2026 |
| BANK HAPOALIM BM | History | New | 514,490 | 39,564 | 6.07% | — | 66 | +514,490 | New | Q1 2026 | May 04, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 509,371 | 39,313 | 3.02% | 2.35% | 67 | +66,436 | 15.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 501,073 | 38,672 | 0.02% | 0.02% | 68 | +31,049 | 6.61% | Q1 2026 | May 08, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Added to | 492,744 | 38,089 | 9.08% | 9.35% | 69 | +8,728 | 1.8% | Q1 2026 | Apr 24, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 488,685 | 38,058 | 3.46% | 4.03% | 70 | -15,812 | -3.13% | Q1 2026 | Apr 09, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 492,315 | 37,997 | 10.34% | 9.95% | 71 | +35,975 | 7.88% | Q1 2026 | Apr 29, 2026 |
| BetterWealth, LLC | History | Added to | 481,986 | 37,199 | 7.3% | 8.26% | 72 | +17,067 | 3.67% | Q1 2026 | Apr 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 481,189 | 37,138 | 0.52% | 0.02% | 73 | +462,848 | 2523.57% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 478,577 | 36,802 | 0.35% | 0.42% | 74 | -20,619 | -4.13% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 470,504 | 36,313 | 0.04% | 0.04% | 75 | -20,872 | -4.25% | Q1 2026 | May 05, 2026 |
| LVW Advisors, LLC | History | Added to | 465,127 | 35,898 | 3.42% | 3.55% | 76 | +15,956 | 3.55% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 457,524 | 35,393 | 0.17% | 0.17% | 77 | +43,729 | 10.57% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 450,631 | 34,779 | 0.19% | 0.61% | 78 | -1,796,360 | -79.95% | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 486,860 | 34,548 | 0.86% | 0.85% | 79 | +4,531 | 0.94% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 435,277 | 33,594 | 0.78% | 0.74% | 80 | +46,438 | 11.94% | Q1 2026 | May 04, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 434,815 | 33,559 | 16.17% | 14.82% | 81 | +49,146 | 12.74% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 434,553 | 33,538 | 0.95% | 1.02% | 82 | +12,998 | 3.08% | Q1 2026 | Apr 09, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 433,773 | 33,478 | 12.85% | — | 83 | +433,773 | New | Q1 2026 | Apr 28, 2026 |
| Gordian Advisors LLC | History | Added to | 427,134 | 32,966 | 21.96% | 21.37% | 84 | +12,954 | 3.13% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | Reduced | 424,297 | 32,747 | 0.41% | 0.45% | 85 | -37,164 | -8.05% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 422,176 | 32,583 | 0.07% | 0.07% | 86 | +28,992 | 7.37% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 418,748 | 32,318 | 0.39% | 0.41% | 87 | -33,105 | -7.33% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 400,062 | 30,873 | 0.06% | 0.05% | 88 | +17,684 | 4.62% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 399,186 | 30,809 | 0.05% | 0.06% | 89 | +1,113 | 0.28% | Q1 2026 | May 14, 2026 |
| Seneschal Advisors, LLC | History | Added to | 396,820 | 30,626 | 22.74% | 22.28% | 90 | +8,373 | 2.16% | Q1 2026 | May 08, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 390,234 | 30,118 | 2.64% | 2.36% | 91 | +42,712 | 12.29% | Q1 2026 | May 12, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 388,406 | 30,070 | 14.99% | 15.02% | 92 | +36,477 | 10.36% | Q1 2026 | May 01, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 389,586 | 30,068 | 5.8% | 4.51% | 93 | +106,754 | 37.74% | Q1 2026 | Apr 21, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 375,206 | 28,958 | 10.34% | 10.04% | 94 | +16,679 | 4.65% | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | Added to | 373,251 | 28,807 | 1.79% | 1.71% | 95 | +16,755 | 4.7% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 370,556 | 28,599 | 5.86% | 6.01% | 96 | -1,811 | -0.49% | Q1 2026 | Apr 06, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 368,287 | 28,424 | 2.42% | 2.75% | 97 | -13,356 | -3.5% | Q1 2026 | Apr 09, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 364,956 | 28,167 | 11.66% | 11.58% | 98 | +11,858 | 3.36% | Q1 2026 | Apr 17, 2026 |
| Compass Planning Associates Inc | History | Added to | 361,597 | 27,908 | 17.85% | 18.47% | 99 | +19,142 | 5.59% | Q1 2026 | Apr 21, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 359,497 | 27,745 | 2.74% | 2.6% | 100 | +26,287 | 7.89% | Q1 2026 | Apr 27, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 356,107 | 27,484 | 14.71% | 11.97% | 101 | +70,839 | 24.83% | Q1 2026 | Apr 20, 2026 |
| Schiavi & Co LLC | History | Added to | 347,734 | 26,838 | 7.97% | 7.55% | 102 | +45,919 | 15.21% | Q1 2026 | May 11, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 346,701 | 26,758 | 6.87% | 6.07% | 103 | +50,440 | 17.03% | Q1 2026 | Apr 09, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 331,770 | 25,606 | 11.43% | 9.01% | 104 | +87,764 | 35.97% | Q1 2026 | Apr 27, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 327,417 | 25,270 | 8.74% | 8.48% | 105 | +12,953 | 4.12% | Q1 2026 | May 06, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 315,313 | 24,335 | 6.9% | 6.43% | 106 | +28,113 | 9.79% | Q1 2026 | May 12, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 313,741 | 24,214 | 19.67% | 20.21% | 107 | -21,258 | -6.35% | Q1 2026 | Apr 24, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 310,158 | 23,937 | 3.37% | 3.39% | 108 | +8,907 | 2.96% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 309,950 | 23,922 | 0.05% | 0.05% | 109 | +5,758 | 1.89% | Q1 2026 | May 14, 2026 |
| CHRISTINE MESSMER PC | History | Added to | 307,817 | 23,757 | 15.19% | 11.87% | 110 | +74,127 | 31.72% | Q1 2026 | Apr 21, 2026 |
| Austin Asset Management Co Inc | History | Added to | 306,559 | 23,660 | 3.89% | 2.36% | 111 | +122,034 | 66.13% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 305,945 | 23,613 | 0.03% | 0.03% | 112 | +36,467 | 13.53% | Q1 2026 | May 13, 2026 |
| Tandem Financial, LLC | History | New | 304,306 | 23,486 | 7.47% | — | 113 | +304,306 | New | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 301,429 | 23,264 | 0.05% | 0.04% | 114 | +276 | 0.09% | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 300,213 | 23,170 | 0.88% | 0.85% | 115 | +6,490 | 2.21% | Q1 2026 | Apr 16, 2026 |
| Retirement Management Systems Inc. | History | Added to | 299,193 | 23,091 | 5.57% | 5.5% | 116 | +23,192 | 8.4% | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Added to | 298,271 | 23,020 | 0.13% | 0.13% | 117 | +13,393 | 4.7% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 293,019 | 22,615 | 0.01% | 0.01% | 118 | +129 | 0.04% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 292,049 | 22,540 | 4.86% | 4.69% | 119 | -36,179 | -11.02% | Q1 2026 | Apr 30, 2026 |
| Brewster Financial Planning LLC | History | Added to | 288,668 | 22,279 | 13.48% | 13.45% | 120 | +7,582 | 2.7% | Q1 2026 | May 04, 2026 |
| American Money Management, LLC | History | Added to | 280,512 | 21,649 | 3.43% | 3.36% | 121 | +5,743 | 2.09% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 276,995 | 21,378 | 1.92% | 1.77% | 122 | +27,505 | 11.02% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 273,821 | 21,133 | 0.5% | 0.4% | 123 | +61,607 | 29.03% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 269,867 | 20,828 | 0.23% | 0.15% | 124 | +129,552 | 92.33% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 269,320 | 20,786 | 1.34% | 1.26% | 125 | +12,717 | 4.96% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 266,017 | 20,531 | 0.96% | 0.77% | 126 | +69,134 | 35.11% | Q1 2026 | Apr 06, 2026 |
| Clark Asset Management, LLC | History | Added to | 255,556 | 19,723 | 1.85% | 1.89% | 127 | +22,359 | 9.59% | Q1 2026 | Apr 16, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 255,252 | 19,700 | 7.45% | 7.02% | 128 | +12,184 | 5.01% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 254,554 | 19,646 | 1.51% | 1.42% | 129 | +11,316 | 4.65% | Q1 2026 | May 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 254,146 | 19,614 | 3.73% | 2.82% | 130 | +77,138 | 43.58% | Q1 2026 | Apr 20, 2026 |
| Human Investing LLC | History | Reduced | 253,413 | 19,558 | 2.85% | 2.88% | 131 | -8,714 | -3.32% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 245,466 | 18,800 | 0.24% | 0.17% | 132 | +75,498 | 44.42% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Added to | 243,199 | 18,770 | 0.06% | 0.05% | 133 | +34,167 | 16.35% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 242,494 | 18,715 | 0.38% | 0.37% | 134 | +11,297 | 4.89% | Q1 2026 | May 14, 2026 |
| Darrow Company, Inc. | History | Added to | 242,401 | 18,707 | 8.42% | 8.2% | 135 | +8,258 | 3.53% | Q1 2026 | Apr 20, 2026 |
| Silver Coast Investments LLC | History | Added to | 241,929 | 18,672 | 5.96% | 6.22% | 136 | +10,272 | 4.43% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 240,557 | 18,566 | 0.16% | 0.14% | 137 | +2,639 | 1.11% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 239,367 | 18,474 | 0.43% | 0.44% | 138 | +8,115 | 3.51% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 233,685 | 18,035 | 0.06% | 0.05% | 139 | +41,628 | 21.67% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 233,220 | 17,999 | 0.21% | 0.23% | 140 | -4,352 | -1.83% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 231,754 | 17,886 | 0.33% | 0.34% | 141 | +5,939 | 2.63% | Q1 2026 | May 11, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 228,154 | 17,608 | 4.98% | 4.61% | 142 | -150,867 | -39.8% | Q1 2026 | Apr 24, 2026 |
| Smithfield Trust Co | History | Reduced | 224,670 | 17,340 | 0.76% | 0.78% | 143 | -2,613 | -1.15% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 222,339 | 17,160 | 0.52% | 0.34% | 144 | +103,982 | 87.85% | Q1 2026 | May 15, 2026 |
| MBA Advisors LLC | History | Added to | 219,502 | 16,941 | 6.51% | 6.35% | 145 | +17,177 | 8.49% | Q1 2026 | Apr 20, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 219,460 | 16,937 | 7.3% | 7.48% | 146 | +5,553 | 2.6% | Q1 2026 | Apr 29, 2026 |
| Gemmer Asset Management LLC | History | Added to | 218,665 | 16,876 | 1.33% | 0.86% | 147 | +74,684 | 51.87% | Q1 2026 | Apr 22, 2026 |
| Neumann Capital Management, LLC | History | Added to | 217,876 | 16,815 | 4.95% | 4.17% | 148 | +32,637 | 17.62% | Q1 2026 | Apr 13, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 208,651 | 16,103 | 6.48% | 6.22% | 149 | +12,780 | 6.52% | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Added to | 208,230 | 16,071 | 0.25% | 0.22% | 150 | +24,535 | 13.36% | Q1 2026 | May 08, 2026 |
| Apella Capital, LLC | History | Added to | 202,302 | 15,708 | 0.23% | 0.3% | 151 | +9,819 | 5.1% | Q1 2026 | Apr 20, 2026 |
| NewSquare Capital LLC | History | Added to | 200,015 | 15,437 | 1.34% | 1.31% | 152 | +9,065 | 4.75% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 199,383 | 15,388 | 0.01% | 0.01% | 153 | +24,251 | 13.85% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | Added to | 199,312 | 15,382 | 2.53% | 2.34% | 154 | +10,710 | 5.68% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 193,757 | 14,954 | 0.02% | 0.02% | 155 | +12,409 | 6.84% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 191,791 | 14,803 | 0.39% | 0.41% | 156 | +9,285 | 5.09% | Q1 2026 | May 14, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 186,865 | 14,553 | 3.08% | 3.08% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 188,543 | 14,551 | 2.44% | 2.5% | 158 | +1,299 | 0.69% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 187,400 | 14,463 | 0.08% | 0.07% | 159 | +19,898 | 11.88% | Q1 2026 | Apr 15, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 187,204 | 14,448 | 0.38% | 0.36% | 160 | +5,169 | 2.84% | Q1 2026 | May 01, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 187,111 | 14,441 | 1.91% | 1.82% | 161 | +21,253 | 12.81% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 187,022 | 14,434 | 0.06% | 0.06% | 162 | +2,313 | 1.25% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Added to | 185,211 | 14,294 | 3.71% | 3.71% | 163 | +11,154 | 6.41% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 184,814 | 14,265 | 0.11% | 0.11% | 164 | +3,342 | 1.84% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 182,463 | 14,082 | 0.16% | 0.15% | 165 | +14,614 | 8.71% | Q1 2026 | Apr 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 180,541 | 13,934 | 0.05% | 0.05% | 166 | +290 | 0.16% | Q1 2026 | Apr 30, 2026 |
| FC Advisory LLC | History | Added to | 176,092 | 13,590 | 3.97% | 3.79% | 167 | +6,847 | 4.05% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 175,447 | 13,540 | 0.05% | 0.06% | 168 | +3,217 | 1.87% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Added to | 175,367 | 13,534 | 0.17% | 0.08% | 169 | +108,699 | 163.05% | Q1 2026 | May 15, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 173,884 | 13,420 | 2.63% | 1.76% | 170 | +55,469 | 46.84% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 172,362 | 13,311 | 0.01% | 0.01% | 171 | +19,086 | 12.45% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 167,562 | 12,932 | 0.65% | 0.62% | 172 | +14,206 | 9.26% | Q1 2026 | Apr 23, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 164,231 | 12,675 | 4.46% | 2.45% | 173 | +11,239 | 7.35% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 163,637 | 12,629 | 0.14% | 0.14% | 174 | +6,112 | 3.88% | Q1 2026 | May 05, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 163,398 | 12,611 | 1.86% | 1.74% | 175 | +7,274 | 4.66% | Q1 2026 | Apr 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 163,011 | 12,581 | 0.26% | 0.26% | 176 | +6,717 | 4.3% | Q1 2026 | Apr 27, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 162,354 | 12,530 | 2.26% | 2.43% | 177 | -1,951 | -1.19% | Q1 2026 | Apr 13, 2026 |
| Frankly Finances, LLC | History | Added to | 156,920 | 12,111 | 10.96% | 10.94% | 178 | +8,833 | 5.96% | Q1 2026 | Apr 29, 2026 |
| NWAM LLC | History | Added to | 155,792 | 12,024 | 0.69% | 0.63% | 179 | +9,870 | 6.76% | Q1 2026 | May 04, 2026 |
| rebel Financial LLC | History | Added to | 154,175 | 11,899 | 5.16% | 4.79% | 180 | +10,135 | 7.04% | Q1 2026 | Apr 24, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 153,684 | 11,861 | 0.36% | 0.35% | 181 | +7,844 | 5.38% | Q1 2026 | May 13, 2026 |
| Stephenson & Company, Inc. | History | Added to | 152,001 | 11,731 | 6.36% | 6.08% | 182 | +9,945 | 7.0% | Q1 2026 | May 12, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 146,706 | 11,378 | 1.55% | 5.01% | 183 | -189,166 | -56.32% | Q1 2026 | May 11, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 146,847 | 11,333 | 2.33% | 2.15% | 184 | +11,823 | 8.76% | Q1 2026 | Apr 24, 2026 |
| Vertrix Wealth Management, LLC | History | New | 145,845 | 11,256 | 4.15% | — | 185 | +145,845 | New | Q1 2026 | Apr 24, 2026 |
| BURNEY CO/ | History | Reduced | 145,117 | 11,200 | 0.35% | 0.36% | 186 | -3,466 | -2.33% | Q1 2026 | Apr 29, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 144,002 | 11,114 | 1.47% | 1.46% | 187 | +14,112 | 10.86% | Q1 2026 | May 11, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 143,377 | 11,065 | 3.28% | 3.04% | 188 | +13,876 | 10.71% | Q1 2026 | May 06, 2026 |
| Verde Capital Management | History | Added to | 140,901 | 10,874 | 2.33% | 2.33% | 189 | +430 | 0.31% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 138,685 | 10,703 | 0.08% | 0.07% | 190 | +20,714 | 17.56% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 138,331 | 10,676 | 0.3% | 0.28% | 191 | +7,153 | 5.45% | Q1 2026 | May 04, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 137,822 | 10,637 | 4.5% | 4.44% | 192 | +3,469 | 2.58% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 137,060 | 10,578 | 0.22% | — | 193 | +137,060 | New | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | New | 136,446 | 10,530 | 5.33% | — | 194 | +136,446 | New | Q1 2026 | May 04, 2026 |
| Asset Management Group, Inc. | History | Added to | 136,415 | 10,528 | 1.7% | 1.62% | 195 | +7,548 | 5.86% | Q1 2026 | May 15, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 135,502 | 10,458 | 7.56% | 7.42% | 196 | -405 | -0.3% | Q1 2026 | Apr 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 134,137 | 10,352 | 0.0% | 0.0% | 197 | -5,479 | -3.92% | Q1 2026 | May 06, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 134,121 | 10,351 | 0.32% | 0.36% | 198 | -5,161 | -3.71% | Q1 2026 | May 08, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 133,068 | 10,270 | 6.15% | 6.22% | 199 | +5,934 | 4.67% | Q1 2026 | Apr 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 131,736 | 10,167 | 1.23% | 1.27% | 200 | +2,915 | 2.26% | Q1 2026 | Apr 08, 2026 |
| Ethos Capital Management, Inc. | History | Added to | 131,628 | 10,159 | 8.71% | 8.06% | 201 | +21,713 | 19.75% | Q1 2026 | Apr 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 130,043 | 10,036 | 0.8% | 0.79% | 202 | +533 | 0.41% | Q1 2026 | May 14, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 129,737 | 10,013 | 2.38% | 2.13% | 203 | +17,903 | 16.01% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 127,690 | 9,855 | 0.05% | 0.07% | 204 | +6,673 | 5.51% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 125,857 | 9,713 | 0.28% | 0.27% | 205 | +11,591 | 10.14% | Q1 2026 | Apr 14, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 125,065 | 9,652 | 4.54% | 4.33% | 206 | +468 | 0.38% | Q1 2026 | May 07, 2026 |
| VCI Wealth Management LLC | History | Added to | 124,874 | 9,637 | 2.67% | 2.43% | 207 | +12,497 | 11.12% | Q1 2026 | Apr 21, 2026 |
| IFG Advisors, LLC | History | Added to | 123,086 | 9,499 | 1.56% | 1.43% | 208 | +13,073 | 11.88% | Q1 2026 | Apr 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 121,563 | 9,382 | 0.06% | 0.05% | 209 | +23,795 | 24.34% | Q1 2026 | May 05, 2026 |
| Fortis Advisors, LLC | History | New | 119,118 | 9,193 | 4.61% | — | 210 | +119,118 | New | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 118,975 | 9,182 | 0.3% | 0.29% | 211 | +5,176 | 4.55% | Q1 2026 | Apr 22, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 118,369 | 9,135 | 5.9% | 5.2% | 212 | +15,409 | 14.97% | Q1 2026 | May 08, 2026 |
| Smart Money Group LLC | History | Added to | 118,356 | 9,134 | 2.66% | 2.26% | 213 | +18,835 | 18.93% | Q1 2026 | May 05, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 116,545 | 8,994 | 1.07% | 1.0% | 214 | +7,162 | 6.55% | Q1 2026 | Apr 21, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 115,680 | 8,928 | 1.48% | 1.31% | 215 | +15,287 | 15.23% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 115,663 | 8,926 | 0.58% | 0.58% | 216 | +1,484 | 1.3% | Q1 2026 | Apr 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 115,562 | 8,919 | 1.05% | 1.05% | 217 | +15,700 | 15.72% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 115,091 | 8,882 | 0.11% | 0.11% | 218 | +1,898 | 1.68% | Q1 2026 | Apr 20, 2026 |
| Systelligence, LLC | History | Reduced | 112,975 | 8,719 | 1.7% | 2.66% | 219 | -66,333 | -36.99% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 112,934 | 8,716 | 0.24% | 0.23% | 220 | +5,786 | 5.4% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 112,774 | 8,703 | 0.05% | 0.06% | 221 | -35,487 | -23.94% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 111,574 | 8,611 | 0.33% | 0.43% | 222 | -38,033 | -25.42% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 110,326 | 8,514 | 0.0% | 0.0% | 223 | +107,526 | 3840.21% | Q1 2026 | May 15, 2026 |
| Evolution Advisers, Inc. | History | Added to | 109,929 | 8,484 | 3.58% | 3.5% | 224 | +6,096 | 5.87% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 109,438 | 8,446 | 0.02% | 0.02% | 225 | -1,536 | -1.38% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 108,841 | 8,400 | 0.06% | 0.06% | 226 | +8,072 | 8.01% | Q1 2026 | Apr 15, 2026 |
| MA Private Wealth | History | Reduced | 108,469 | 8,371 | 1.42% | 1.5% | 227 | -7,266 | -6.28% | Q1 2026 | May 07, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 107,091 | 8,265 | 6.65% | 6.41% | 228 | +3,335 | 3.21% | Q1 2026 | Apr 16, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 106,764 | 8,240 | 0.14% | 0.13% | 229 | +4,367 | 4.26% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 106,723 | 8,236 | 0.08% | 0.07% | 230 | +30,271 | 39.59% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 106,602 | 8,227 | 0.04% | 0.05% | 231 | +4,485 | 4.39% | Q1 2026 | May 04, 2026 |
| HANOVER ADVISORS INC | History | Added to | 105,039 | 8,106 | 3.29% | 3.14% | 232 | +1,026 | 0.99% | Q1 2026 | May 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 104,392 | 8,056 | 0.59% | 0.5% | 233 | +19,193 | 22.53% | Q1 2026 | Apr 20, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 102,873 | 7,939 | 2.71% | 2.88% | 234 | +2,578 | 2.57% | Q1 2026 | Apr 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 101,434 | 7,828 | 0.06% | 0.05% | 235 | +21,631 | 27.11% | Q1 2026 | Apr 14, 2026 |
| Tillman Hartley LLC | History | Reduced | 101,250 | 7,814 | 1.96% | 2.15% | 236 | -8,663 | -7.88% | Q1 2026 | May 08, 2026 |
| Continuum Advisory, LLC | History | Added to | 99,163 | 7,653 | 0.73% | 0.75% | 237 | +2,867 | 2.98% | Q1 2026 | Apr 22, 2026 |
| Parker Financial LLC | History | Added to | 99,088 | 7,629 | 3.05% | 2.94% | 238 | +5,965 | 6.41% | Q1 2026 | Apr 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 98,580 | 7,608 | 0.43% | 0.37% | 239 | +19,513 | 24.68% | Q1 2026 | Apr 09, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 92,826 | 7,164 | 0.55% | 0.5% | 240 | +7,712 | 9.06% | Q1 2026 | Apr 08, 2026 |
| Rossby Financial, LCC | History | Added to | 93,053 | 7,155 | 1.46% | 2.14% | 241 | +4,011 | 4.5% | Q1 2026 | May 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 92,643 | 7,150 | 2.25% | 2.09% | 242 | +6,081 | 7.03% | Q1 2026 | Apr 16, 2026 |
| Veridan Wealth LLC | History | Added to | 91,844 | 7,088 | 2.62% | 2.4% | 243 | +274 | 0.3% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 91,434 | 7,056 | 0.06% | 0.05% | 244 | +797 | 0.88% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 91,415 | 7,055 | 0.15% | 0.14% | 245 | +6,429 | 7.56% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 91,374 | 7,052 | 0.19% | 0.18% | 246 | +3,457 | 3.93% | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 91,218 | 7,040 | 0.72% | 0.74% | 247 | -84 | -0.09% | Q1 2026 | May 07, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 91,135 | 7,033 | 3.03% | 3.04% | 248 | +4,759 | 5.51% | Q1 2026 | May 01, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 89,113 | 6,877 | 4.24% | 3.24% | 249 | +20,871 | 30.58% | Q1 2026 | Apr 22, 2026 |
| New Hampshire Trust | History | Added to | 88,770 | 6,851 | 1.38% | 1.19% | 250 | +9,930 | 12.6% | Q1 2026 | Apr 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 88,568 | 6,835 | 1.77% | 1.71% | 251 | +4,653 | 5.54% | Q1 2026 | Apr 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 88,248 | 6,810 | 0.49% | 0.59% | 252 | -29,734 | -25.2% | Q1 2026 | Apr 16, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 88,124 | 6,801 | 1.18% | 1.05% | 253 | +10,175 | 13.05% | Q1 2026 | Apr 17, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 87,756 | 6,773 | 1.13% | 1.04% | 254 | +7,964 | 9.98% | Q1 2026 | Apr 08, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 87,475 | 6,761 | 5.6% | 5.49% | 255 | +5,437 | 6.63% | Q1 2026 | May 07, 2026 |
| Wealth Advisory Team LLC | History | No change | 85,614 | 6,667 | 5.89% | 5.89% | 256 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 86,299 | 6,660 | 1.41% | 1.67% | 257 | +579 | 0.68% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Added to | 84,675 | 6,535 | 2.69% | 2.35% | 258 | +10,765 | 14.57% | Q1 2026 | May 13, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 84,637 | 6,532 | 3.04% | 3.26% | 259 | +821 | 0.98% | Q1 2026 | Apr 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 83,854 | 6,471 | 0.18% | 0.16% | 260 | +1,806 | 2.2% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 83,827 | 6,469 | 0.01% | 0.01% | 261 | +8,221 | 10.87% | Q1 2026 | May 15, 2026 |
| Sagace Wealth Management LLC | History | Added to | 83,824 | 6,469 | 4.34% | 4.38% | 262 | +929 | 1.12% | Q1 2026 | Apr 29, 2026 |
| WNY Asset Management, LLC | History | New | 82,765 | 6,387 | 0.66% | — | 263 | +82,765 | New | Q1 2026 | May 22, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 82,586 | 6,373 | 1.54% | 1.52% | 264 | +2,040 | 2.53% | Q1 2026 | May 05, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 82,274 | 6,349 | 3.28% | 3.17% | 265 | +1,387 | 1.71% | Q1 2026 | May 01, 2026 |
| Retirement Planning Group, LLC | History | Added to | 81,607 | 6,298 | 0.2% | 0.2% | 266 | +1,979 | 2.49% | Q1 2026 | May 04, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 80,609 | 6,277 | 3.66% | 3.66% | 267 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Centennial Bank/AR/ | History | Added to | 81,275 | 6,272 | 2.25% | 1.91% | 268 | +19,416 | 31.39% | Q1 2026 | May 06, 2026 |
| ESL Trust Services, LLC | History | Reduced | 81,073 | 6,257 | 1.19% | 1.22% | 269 | -495 | -0.61% | Q1 2026 | May 07, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 80,803 | 6,236 | 1.83% | 1.78% | 270 | +5,185 | 6.86% | Q1 2026 | Apr 16, 2026 |
| IFC & Insurance Marketing, Inc. | History | Reduced | 80,290 | 6,196 | 6.47% | 15.47% | 271 | -119,958 | -59.9% | Q1 2026 | Apr 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 79,592 | 6,142 | 0.35% | 0.39% | 272 | +37,341 | 88.38% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Added to | 78,891 | 6,089 | 0.33% | 0.22% | 273 | +12,368 | 18.59% | Q1 2026 | May 14, 2026 |
| EJMK Ventures LLC | History | Added to | 78,713 | 6,075 | 3.39% | 1.18% | 274 | +54,071 | 219.43% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 77,646 | 5,999 | 0.1% | 0.09% | 275 | +8,767 | 12.73% | Q1 2026 | Apr 14, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 77,395 | 5,973 | 2.7% | 3.02% | 276 | -8,131 | -9.51% | Q1 2026 | May 14, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 76,809 | 5,928 | 1.76% | 1.7% | 277 | -644 | -0.83% | Q1 2026 | Apr 20, 2026 |
| Leo H. Evart, Inc. | History | New | 76,674 | 5,917 | 5.06% | — | 278 | +76,674 | New | Q1 2026 | May 13, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 76,120 | 5,874 | 4.7% | 4.43% | 279 | +5,635 | 7.99% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 74,912 | 5,781 | 0.16% | 0.15% | 280 | +7,479 | 11.09% | Q1 2026 | May 13, 2026 |
| Graetz Wealth LLC | History | Added to | 74,524 | 5,751 | 5.13% | 3.91% | 281 | +19,339 | 35.04% | Q1 2026 | Apr 30, 2026 |
| Arcataur Capital Management LLC | History | Added to | 74,514 | 5,750 | 1.6% | 1.31% | 282 | +15,735 | 26.77% | Q1 2026 | Apr 22, 2026 |
| Secure Asset Management, LLC | History | Added to | 74,449 | 5,745 | 0.91% | 0.58% | 283 | +26,624 | 55.67% | Q1 2026 | Apr 09, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 73,335 | 5,660 | 3.47% | 2.47% | 284 | +25,594 | 53.61% | Q1 2026 | May 04, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 73,222 | 5,651 | 4.16% | 4.26% | 285 | +465 | 0.64% | Q1 2026 | May 11, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 72,769 | 5,616 | 2.45% | 2.28% | 286 | +3,514 | 5.07% | Q1 2026 | Apr 23, 2026 |
| Hardy Reed LLC | History | Added to | 72,644 | 5,606 | 0.41% | 0.39% | 287 | +2,075 | 2.94% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 71,813 | 5,542 | 0.06% | 0.06% | 288 | +4,642 | 6.91% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Reduced | 71,585 | 5,524 | 0.27% | 0.27% | 289 | -117 | -0.16% | Q1 2026 | May 05, 2026 |
| Jacobsen Capital Management | History | Added to | 69,651 | 5,375 | 1.82% | 1.62% | 290 | +5,915 | 9.28% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 69,635 | 5,374 | 0.3% | 0.14% | 291 | +38,647 | 124.72% | Q1 2026 | Apr 20, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 67,689 | 5,304 | 0.49% | 0.49% | 292 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Momentum Wealth Planning, LLC | History | Added to | 68,621 | 5,296 | 4.71% | 4.13% | 293 | +604 | 0.89% | Q1 2026 | May 07, 2026 |
| Planned Solutions, Inc. | History | Added to | 68,341 | 5,274 | 1.73% | 1.59% | 294 | +4,575 | 7.17% | Q1 2026 | Apr 09, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 67,784 | 5,231 | 0.16% | 0.16% | 295 | +1,005 | 1.5% | Q1 2026 | Apr 16, 2026 |
| HUB Investment Partners, LLC | History | Added to | 66,598 | 5,140 | 0.12% | 0.1% | 296 | +15,257 | 29.72% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 63,508 | 4,925 | 0.03% | 0.02% | 297 | +30,126 | 90.25% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 63,790 | 4,923 | 0.0% | — | 298 | +63,790 | New | Q1 2026 | May 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 63,350 | 4,889 | 0.52% | — | 299 | +63,350 | New | Q1 2026 | Apr 21, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 63,105 | 4,870 | 1.46% | 1.33% | 300 | +6,071 | 10.64% | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 62,614 | 4,814 | 0.01% | 0.03% | 301 | +7,318 | 13.23% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 62,238 | 4,803 | 0.01% | 0.01% | 302 | +3,637 | 6.21% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 62,043 | 4,788 | 0.13% | 0.07% | 303 | +34,035 | 121.52% | Q1 2026 | May 11, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 62,371 | 4,702 | 3.15% | 0.13% | 304 | +59,781 | 2308.15% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 60,516 | 4,670 | 0.25% | 0.2% | 305 | +1,723 | 2.93% | Q1 2026 | Apr 28, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 60,153 | 4,642 | 0.49% | 0.47% | 306 | +472 | 0.79% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | Added to | 58,188 | 4,491 | 0.01% | 0.01% | 307 | +1,958 | 3.48% | Q1 2026 | May 06, 2026 |
| Family Legacy, Inc. | History | Added to | 57,522 | 4,439 | 1.33% | 1.31% | 308 | +1,253 | 2.23% | Q1 2026 | May 12, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 57,166 | 4,412 | 1.0% | 1.01% | 309 | -912 | -1.57% | Q1 2026 | Apr 22, 2026 |
| Prostatis Group LLC | History | Reduced | 56,930 | 4,393 | 1.12% | 1.18% | 310 | -6,605 | -10.4% | Q1 2026 | May 12, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 56,916 | 4,392 | 2.92% | 3.55% | 311 | -14,665 | -20.49% | Q1 2026 | May 11, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 56,622 | 4,370 | 1.58% | 1.57% | 312 | +2,463 | 4.55% | Q1 2026 | Apr 27, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 56,344 | 4,348 | 1.44% | 1.58% | 313 | -6,266 | -10.01% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 55,836 | 4,309 | 0.05% | 0.05% | 314 | -678 | -1.2% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 55,519 | 4,284 | 0.02% | 0.02% | 315 | +16,857 | 43.6% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 55,088 | 4,251 | 0.0% | 0.0% | 316 | -7,626 | -12.16% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 54,170 | 4,180 | 0.06% | 0.05% | 317 | +11,413 | 26.69% | Q1 2026 | May 15, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 54,052 | 4,171 | 2.27% | 1.92% | 318 | +8,126 | 17.69% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 53,947 | 4,163 | 0.08% | 0.06% | 319 | +7,598 | 16.39% | Q1 2026 | Apr 10, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 53,725 | 4,146 | 3.29% | 2.87% | 320 | +2,293 | 4.46% | Q1 2026 | Apr 13, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 53,609 | 4,137 | 2.05% | 2.0% | 321 | -733 | -1.35% | Q1 2026 | Apr 23, 2026 |
| Meridian Financial Partners LLC | History | Added to | 53,292 | 4,107 | 1.56% | 1.58% | 322 | +1,851 | 3.6% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 52,839 | 4,064 | 0.15% | 0.15% | 323 | +1,943 | 3.82% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 52,448 | 4,047 | 0.14% | 0.14% | 324 | +1,513 | 2.97% | Q1 2026 | Apr 07, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 51,543 | 3,978 | 0.81% | 0.14% | 325 | +42,592 | 475.84% | Q1 2026 | Apr 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 51,509 | 3,975 | 0.52% | 0.48% | 326 | +4,664 | 9.96% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 50,064 | 3,863 | 0.03% | 0.03% | 327 | -5,223 | -9.45% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,907 | 3,851 | 0.06% | 0.07% | 328 | +8,246 | 19.79% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 49,874 | 3,849 | 0.13% | 0.17% | 329 | -16,694 | -25.08% | Q1 2026 | Apr 22, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 49,303 | 3,805 | 0.53% | 0.54% | 330 | -427 | -0.86% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 49,062 | 3,786 | 0.49% | — | 331 | +49,062 | New | Q1 2026 | Apr 13, 2026 |
| Capital Investment Management, Inc. | History | Added to | 48,977 | 3,780 | 1.3% | 1.25% | 332 | +2,996 | 6.52% | Q1 2026 | Apr 22, 2026 |
| Graney & King, LLC | History | Added to | 48,375 | 3,733 | 2.01% | 2.15% | 333 | +1,097 | 2.32% | Q1 2026 | May 18, 2026 |
| Balance Wealth, LLC | History | Reduced | 48,227 | 3,722 | 1.16% | 1.21% | 334 | -25 | -0.05% | Q1 2026 | Apr 20, 2026 |
| St. Louis Trust Co | History | Added to | 47,363 | 3,655 | 0.43% | 0.38% | 335 | +4,443 | 10.35% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 46,501 | 3,588 | 0.01% | 0.02% | 336 | -102,383 | -68.77% | Q1 2026 | May 15, 2026 |
| Red Wave Investments LLC | History | Reduced | 46,232 | 3,568 | 1.07% | 1.08% | 337 | -280 | -0.6% | Q1 2026 | May 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 45,685 | 3,525 | 0.05% | 0.03% | 338 | +19,201 | 72.5% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 45,635 | 3,522 | 0.13% | 0.01% | 339 | +41,788 | 1086.25% | Q1 2026 | May 19, 2026 |
| Vanguard National Trust Co | History | New | 45,346 | 3,499 | 0.22% | — | 340 | +45,346 | New | Q1 2026 | May 08, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 44,842 | 3,460 | 2.09% | 1.65% | 341 | +9,314 | 26.22% | Q1 2026 | Apr 22, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 44,723 | 3,451 | 0.73% | 0.7% | 342 | +2,204 | 5.18% | Q1 2026 | May 05, 2026 |
| RS CRUM INC. | History | Added to | 44,639 | 3,445 | 0.67% | 0.64% | 343 | +3,405 | 8.26% | Q1 2026 | Apr 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 44,195 | 3,410 | 0.1% | 0.11% | 345 | -5,257 | -10.63% | Q1 2026 | May 12, 2026 |
| Aureus Asset Management, LLC | History | Added to | 44,190 | 3,410 | 0.23% | 0.22% | 344 | +415 | 0.95% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 43,801 | 3,380 | 0.01% | 0.01% | 346 | +2,176 | 5.23% | Q1 2026 | May 11, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 43,661 | 3,369 | 2.2% | 1.93% | 347 | +3,951 | 9.95% | Q1 2026 | Apr 21, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 43,473 | 3,355 | 0.23% | 0.17% | 348 | +18,392 | 73.33% | Q1 2026 | May 18, 2026 |
| Chris Bulman Inc | History | Added to | 43,420 | 3,351 | 1.47% | 1.41% | 349 | +2,406 | 5.87% | Q1 2026 | Apr 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 43,204 | 3,334 | 1.56% | 1.45% | 350 | +3,880 | 9.87% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 42,858 | 3,307 | 0.13% | 0.11% | 351 | +3,971 | 10.21% | Q1 2026 | May 11, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Reduced | 42,052 | 3,245 | 2.92% | 3.12% | 352 | -612 | -1.43% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 41,168 | 3,177 | 0.05% | 0.05% | 353 | -17 | -0.04% | Q1 2026 | Apr 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 41,114 | 3,173 | 0.19% | 0.47% | 354 | -2,490,751 | -98.38% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 40,669 | 3,138 | 0.1% | 0.1% | 355 | -36 | -0.09% | Q1 2026 | Apr 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 40,547 | 3,129 | 0.42% | 0.48% | 356 | +1,136 | 2.88% | Q1 2026 | Apr 08, 2026 |
| Level Financial Advisors | History | Added to | 40,206 | 3,103 | 0.79% | 0.68% | 358 | +7,267 | 22.06% | Q1 2026 | Apr 10, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 40,205 | 3,103 | 0.78% | 0.72% | 357 | +597 | 1.51% | Q1 2026 | Apr 30, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 40,099 | 3,094 | 0.45% | 0.51% | 359 | -2,191 | -5.18% | Q1 2026 | May 11, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 39,366 | 3,038 | 1.09% | 1.12% | 360 | -440 | -1.11% | Q1 2026 | May 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 38,716 | 2,988 | 1.45% | 1.53% | 361 | +769 | 2.03% | Q1 2026 | Apr 22, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 38,355 | 2,960 | 0.42% | 0.47% | 362 | -4,182 | -9.83% | Q1 2026 | Apr 27, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 38,309 | 2,956 | 1.02% | 1.01% | 363 | +1,117 | 3.0% | Q1 2026 | May 13, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 37,602 | 2,902 | 1.74% | 1.66% | 364 | -16 | -0.04% | Q1 2026 | May 01, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 37,032 | 2,858 | 1.98% | 1.87% | 365 | +1,584 | 4.47% | Q1 2026 | Apr 21, 2026 |
| BANK OF HAWAII | History | Added to | 36,955 | 2,852 | 0.15% | 0.14% | 366 | +341 | 0.93% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 36,952 | 2,851 | 0.0% | — | 367 | +36,952 | New | Q1 2026 | May 12, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 36,172 | 2,791 | 0.23% | 0.34% | 368 | -16,112 | -30.82% | Q1 2026 | May 06, 2026 |
| Lynx Investment Advisory | History | Added to | 36,140 | 2,789 | 1.33% | 1.48% | 369 | +1,297 | 3.72% | Q1 2026 | Apr 24, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 36,016 | 2,779 | 1.2% | 1.18% | 370 | -1,376 | -3.68% | Q1 2026 | Apr 28, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 36,001 | 2,778 | 0.61% | 0.61% | 371 | +775 | 2.2% | Q1 2026 | Apr 03, 2026 |
| Manuka Financial, LLC | History | Added to | 35,688 | 2,754 | 1.7% | 1.69% | 372 | +769 | 2.2% | Q1 2026 | May 07, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 35,669 | 2,752 | 0.48% | 0.43% | 373 | +1,239 | 3.6% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 35,576 | 2,745 | 0.21% | 0.17% | 374 | +6,267 | 21.38% | Q1 2026 | Apr 14, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 35,422 | 2,733 | 1.72% | 1.56% | 375 | +3,695 | 11.65% | Q1 2026 | Apr 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 35,202 | 2,716 | 0.12% | 0.11% | 376 | +4,330 | 14.03% | Q1 2026 | May 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 34,978 | 2,699 | 1.86% | 1.65% | 377 | +1,811 | 5.46% | Q1 2026 | May 07, 2026 |
| Cooper Financial Group | History | Reduced | 34,515 | 2,663 | 0.27% | 4.35% | 378 | -490,190 | -93.42% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 34,443 | 2,658 | 0.02% | 0.03% | 379 | +2,267 | 7.05% | Q1 2026 | May 15, 2026 |
| TSA Wealth Managment LLC | History | Added to | 34,028 | 2,626 | 0.85% | 0.82% | 380 | +2,415 | 7.64% | Q1 2026 | May 01, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 34,036 | 2,626 | 0.29% | 0.28% | 381 | +387 | 1.15% | Q1 2026 | Apr 23, 2026 |
| BancFirst Trust & Investment Management | History | Reduced | 34,098 | 2,623 | 1.16% | 1.11% | 382 | -289 | -0.84% | Q1 2026 | Apr 01, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 33,793 | 2,608 | 1.68% | 1.24% | 383 | +9,880 | 41.32% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 33,875 | 2,594 | 0.07% | 0.2% | 385 | -27,729 | -45.01% | Q1 2026 | May 14, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 33,617 | 2,594 | 1.01% | 1.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 33,310 | 2,571 | 0.02% | — | 386 | +33,310 | New | Q1 2026 | Apr 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 33,235 | 2,565 | 0.03% | 0.02% | 387 | +795 | 2.45% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Reduced | 33,060 | 2,551 | 0.12% | 0.14% | 388 | -4,355 | -11.64% | Q1 2026 | Apr 27, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 32,564 | 2,513 | 0.21% | 0.3% | 389 | -13,527 | -29.35% | Q1 2026 | Apr 13, 2026 |
| Covenant Asset Management, LLC | History | Added to | 32,488 | 2,507 | 0.38% | 0.14% | 390 | +17,375 | 114.97% | Q1 2026 | Apr 14, 2026 |
| Matisse Capital | History | No change | 32,186 | 2,484 | 1.06% | 1.12% | 391 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 30,974 | 2,381 | 0.04% | 0.04% | 392 | +19,176 | 162.54% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 29,896 | 2,307 | 0.46% | 0.41% | 393 | +5,159 | 20.86% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 29,527 | 2,278 | 0.07% | 0.08% | 394 | -1,961 | -6.23% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 29,490 | 2,276 | 0.26% | 0.23% | 395 | +3,041 | 11.5% | Q1 2026 | Apr 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 29,313 | 2,262 | 0.02% | — | 396 | +29,313 | New | Q1 2026 | May 01, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 29,131 | 2,248 | 0.25% | 0.24% | 397 | +1,338 | 4.81% | Q1 2026 | May 11, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 29,107 | 2,246 | 2.01% | 2.47% | 399 | -5,419 | -15.7% | Q1 2026 | May 11, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 29,138 | 2,246 | 0.62% | 0.63% | 398 | -1,165 | -3.84% | Q1 2026 | Apr 27, 2026 |
| Patten Group, Inc. | History | Reduced | 29,078 | 2,244 | 0.39% | 0.43% | 400 | -1,078 | -3.57% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 28,950 | 2,234 | 0.04% | 0.03% | 401 | +5,352 | 22.68% | Q1 2026 | May 07, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 28,730 | 2,217 | 1.0% | 1.0% | 402 | -348 | -1.2% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 175,402 | 2,212 | 0.1% | 0.06% | 403 | -34,027 | -16.25% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | New | 28,456 | 2,196 | 0.73% | — | 404 | +28,456 | New | Q1 2026 | Apr 24, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 28,159 | 2,173 | 0.6% | 0.57% | 405 | +2,018 | 7.72% | Q1 2026 | Apr 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 27,850 | 2,149 | 0.01% | 0.01% | 406 | -10 | -0.04% | Q1 2026 | May 14, 2026 |
| Breakwater Capital Group | History | Added to | 27,834 | 2,148 | 0.29% | 0.29% | 407 | +1,429 | 5.41% | Q1 2026 | Apr 20, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 27,489 | 2,121 | 0.64% | 0.65% | 408 | -846 | -2.99% | Q1 2026 | Apr 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 27,277 | 2,105 | 0.23% | 0.26% | 409 | -2,256 | -7.64% | Q1 2026 | Apr 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 27,211 | 2,100 | 0.16% | 0.13% | 410 | +17,209 | 172.06% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 27,173 | 2,099 | 0.02% | 0.02% | 411 | +2,442 | 9.87% | Q1 2026 | May 12, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 26,826 | 2,070 | 0.86% | 1.01% | 412 | -3,721 | -12.18% | Q1 2026 | Apr 13, 2026 |
| BLB&B Advisors, LLC | History | Added to | 26,705 | 2,061 | 0.09% | 0.08% | 413 | +2,291 | 9.38% | Q1 2026 | Apr 28, 2026 |
| SouthState Bank Corp | History | Added to | 26,559 | 2,049 | 0.1% | 0.01% | 414 | +24,485 | 1180.57% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | Added to | 26,409 | 2,038 | 0.09% | 0.09% | 415 | +973 | 3.83% | Q1 2026 | Apr 30, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 25,937 | 2,001 | 1.11% | 0.98% | 416 | +5,773 | 28.63% | Q1 2026 | Apr 16, 2026 |
| Greenline Wealth Management LLC | History | Added to | 25,900 | 1,998 | 2.3% | 1.55% | 417 | +6,611 | 34.27% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 25,610 | 1,976 | 0.12% | 0.09% | 418 | +1,938 | 8.19% | Q1 2026 | Apr 28, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 25,582 | 1,974 | 1.3% | 1.35% | 419 | -499 | -1.91% | Q1 2026 | Apr 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 25,548 | 1,971 | 0.5% | 0.38% | 420 | +7,616 | 42.47% | Q1 2026 | Apr 29, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 25,182 | 1,943 | 0.78% | 0.77% | 421 | +828 | 3.4% | Q1 2026 | Apr 20, 2026 |
| CGC Financial Services, LLC | History | Added to | 24,490 | 1,890 | 0.55% | 0.44% | 422 | +3,514 | 16.75% | Q1 2026 | Apr 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 24,210 | 1,868 | 0.26% | 0.41% | 423 | +4,584 | 23.36% | Q1 2026 | May 12, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 24,049 | 1,856 | 1.21% | 4.07% | 424 | -103,519 | -81.15% | Q1 2026 | May 06, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 23,912 | 1,845 | 0.61% | 0.66% | 426 | +1,779 | 8.04% | Q1 2026 | Apr 23, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 23,906 | 1,845 | 0.73% | 0.67% | 425 | +901 | 3.92% | Q1 2026 | Apr 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 23,739 | 1,826 | 0.12% | 0.08% | 427 | +228 | 0.97% | Q1 2026 | Apr 24, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 23,116 | 1,784 | 0.01% | 0.01% | 428 | +5,803 | 33.52% | Q1 2026 | May 05, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 23,052 | 1,779 | 1.04% | 1.09% | 429 | -195 | -0.84% | Q1 2026 | May 07, 2026 |
| Five Pine Wealth Management | History | Added to | 22,972 | 1,772 | 1.1% | 0.64% | 430 | +10,220 | 80.14% | Q1 2026 | Apr 16, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 22,248 | 1,719 | 0.11% | 0.13% | 431 | -3,697 | -14.25% | Q1 2026 | May 13, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 22,267 | 1,718 | 0.05% | 0.02% | 432 | +14,359 | 181.58% | Q1 2026 | May 14, 2026 |
| HT Partners LLC | History | Added to | 22,247 | 1,717 | 0.52% | 0.51% | 434 | +277 | 1.26% | Q1 2026 | Apr 10, 2026 |
| UNITED BANK | History | No change | 22,249 | 1,717 | 0.22% | 0.23% | 433 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 22,169 | 1,711 | 0.16% | 0.16% | 435 | +820 | 3.84% | Q1 2026 | Apr 24, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 22,100 | 1,705 | 0.83% | 0.64% | 436 | +4,904 | 28.52% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 22,049 | 1,701 | 0.03% | 0.03% | 437 | +2,620 | 13.48% | Q1 2026 | May 18, 2026 |
| Synergy Asset Management, LLC | History | Added to | 21,736 | 1,677 | 0.18% | 0.11% | 438 | +8,249 | 61.16% | Q1 2026 | May 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 21,458 | 1,656 | 0.11% | 0.15% | 439 | +14 | 0.07% | Q1 2026 | May 07, 2026 |
| Ridgewood Investments LLC | History | New | 21,314 | 1,645 | 0.67% | — | 440 | +21,314 | New | Q1 2026 | Apr 03, 2026 |
| MOTCO | History | Reduced | 21,300 | 1,643 | 0.15% | 0.18% | 441 | -3,646 | -14.62% | Q1 2026 | Apr 22, 2026 |
| Life Planning Partners, Inc | History | Reduced | 20,863 | 1,610 | 1.23% | 1.25% | 442 | -41 | -0.2% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 20,514 | 1,583 | 0.02% | 0.02% | 443 | +2,869 | 16.26% | Q1 2026 | May 12, 2026 |
| Kampmann Melissa S. | History | Added to | 20,364 | 1,571 | 1.26% | 1.16% | 444 | +110 | 0.54% | Q1 2026 | Apr 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 20,284 | 1,565 | 0.11% | 0.15% | 445 | -7,863 | -27.94% | Q1 2026 | May 14, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 20,342 | 1,564 | 0.58% | — | 446 | +20,342 | New | Q1 2026 | Apr 14, 2026 |
| BANK OF STOCKTON | History | Reduced | 19,607 | 1,513 | 0.47% | 1.01% | 447 | -25,897 | -56.91% | Q1 2026 | Apr 29, 2026 |
| PCM Encore, LLC | History | Reduced | 19,565 | 1,509 | 0.31% | 0.39% | 448 | -3,681 | -15.83% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 19,513 | 1,506 | 0.05% | 0.05% | 449 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Reduced | 19,426 | 1,499 | 0.12% | 0.12% | 450 | -198 | -1.01% | Q1 2026 | Apr 13, 2026 |
| Argent Trust Co | History | Added to | 19,382 | 1,495 | 0.05% | 0.04% | 451 | +3,988 | 25.91% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | Added to | 19,350 | 1,493 | 0.13% | 0.11% | 452 | +3,040 | 18.64% | Q1 2026 | Apr 22, 2026 |
| Successful Portfolios LLC | History | Added to | 19,275 | 1,486 | 0.82% | 0.46% | 453 | +7,638 | 65.64% | Q1 2026 | Apr 13, 2026 |
| Shade Tree Advisors LLC | History | No change | 19,256 | 1,486 | 1.06% | 1.14% | 454 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 19,208 | 1,482 | 0.23% | 0.25% | 455 | -895 | -4.45% | Q1 2026 | May 01, 2026 |
| Truvestments Capital LLC | History | Reduced | 18,847 | 1,454 | 0.26% | 0.28% | 456 | -1,112 | -5.57% | Q1 2026 | May 13, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 18,718 | 1,444 | 0.55% | 0.55% | 457 | +4,149 | 28.48% | Q1 2026 | May 15, 2026 |
| Calder Financial LLC | History | Reduced | 18,636 | 1,433 | 1.42% | 1.53% | 458 | -1,386 | -6.92% | Q1 2026 | Apr 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 18,567 | 1,432 | 0.03% | 0.03% | 459 | +3,009 | 19.34% | Q1 2026 | May 15, 2026 |
| Talon Private Wealth, LLC | History | New | 18,395 | 1,419 | 0.19% | — | 460 | +18,395 | New | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Added to | 18,120 | 1,398 | 0.23% | 0.24% | 461 | +19 | 0.1% | Q1 2026 | May 11, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 18,101 | 1,397 | 1.11% | 1.04% | 462 | +1,290 | 7.67% | Q1 2026 | May 05, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 18,016 | 1,390 | 0.07% | 0.08% | 463 | -38 | -0.21% | Q1 2026 | Apr 08, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 17,937 | 1,384 | 1.03% | 1.07% | 464 | -1,028 | -5.42% | Q1 2026 | Apr 17, 2026 |
| FreeGulliver LLC | History | New | 17,760 | 1,370 | 0.58% | — | 466 | +17,760 | New | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 17,762 | 1,370 | 0.06% | 0.05% | 465 | +899 | 5.33% | Q1 2026 | May 14, 2026 |
| Plum Street Advisors, LLC | History | No change | 17,653 | 1,362 | 0.47% | 0.49% | 467 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17,480 | 1,349 | 0.07% | 0.07% | 468 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Busey Bank | History | Reduced | 17,454 | 1,347 | 0.04% | 0.04% | 469 | -1,231 | -6.59% | Q1 2026 | Apr 28, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Reduced | 17,456 | 1,347 | 0.7% | 0.75% | 470 | -64 | -0.37% | Q1 2026 | Apr 22, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 17,356 | 1,339 | 0.07% | 0.06% | 471 | +2,479 | 16.66% | Q1 2026 | Apr 27, 2026 |
| TrueWealth Financial Partners | History | New | 17,184 | 1,326 | 0.53% | — | 473 | +17,184 | New | Q1 2026 | May 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 17,182 | 1,326 | 0.04% | 0.07% | 472 | -11,766 | -40.65% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 17,116 | 1,321 | 0.33% | 0.31% | 474 | +1,508 | 9.66% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | New | 17,052 | 1,316 | 0.02% | — | 475 | +17,052 | New | Q1 2026 | Apr 08, 2026 |
| Livet Wealth, LLC | History | Added to | 17,009 | 1,312 | 0.83% | 0.8% | 476 | +244 | 1.46% | Q1 2026 | Apr 24, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 16,855 | 1,300 | 0.0% | 0.0% | 477 | +347 | 2.1% | Q1 2026 | May 14, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | Added to | 16,837 | 1,299 | 0.66% | 0.66% | 478 | +104 | 0.62% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | Reduced | 16,677 | 1,287 | 0.08% | 0.08% | 479 | -23 | -0.14% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Reduced | 16,421 | 1,267 | 0.04% | 0.04% | 480 | -488 | -2.89% | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 16,218 | 1,263 | 0.91% | 0.91% | 481 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 16,361 | 1,262 | 1.08% | 1.0% | 482 | +1,350 | 8.99% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 16,287 | 1,256 | 0.02% | 0.02% | 483 | +1,261 | 8.39% | Q1 2026 | May 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 16,139 | 1,245 | 0.41% | 0.43% | 484 | +1,103 | 7.34% | Q1 2026 | May 12, 2026 |
| First County Bank /CT/ | History | Added to | 16,004 | 1,235 | 0.66% | 0.54% | 485 | +2,725 | 20.52% | Q1 2026 | Apr 03, 2026 |
| ASSETMARK, INC | History | Added to | 15,860 | 1,224 | 0.0% | 0.0% | 486 | +759 | 5.03% | Q1 2026 | May 06, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 15,836 | 1,218 | 0.62% | — | 487 | +15,836 | New | Q1 2026 | May 15, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 15,732 | 1,214 | 1.48% | 1.34% | 488 | -339 | -2.11% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Added to | 15,687 | 1,210 | 0.02% | 0.01% | 489 | +7,925 | 102.1% | Q1 2026 | May 11, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 15,496 | 1,195 | 0.1% | 0.1% | 490 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,312 | 1,192 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 15,234 | 1,176 | 0.04% | 0.04% | 492 | -2,209 | -12.66% | Q1 2026 | Apr 24, 2026 |
| Seros Financial, LLC | History | Added to | 15,247 | 1,176 | 0.75% | 0.62% | 493 | +1,611 | 11.81% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 15,199 | 1,173 | 0.01% | 0.02% | 494 | +65 | 0.43% | Q1 2026 | May 12, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 15,182 | 1,171 | 1.19% | 1.26% | 495 | +57 | 0.38% | Q1 2026 | May 12, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 15,125 | 1,167 | 0.79% | 0.81% | 496 | -149 | -0.98% | Q1 2026 | Apr 23, 2026 |
| Pearl Planning LLC | History | No change | 15,069 | 1,163 | 0.62% | 0.72% | 497 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 15,052 | 1,161 | 0.08% | 0.07% | 498 | +4,320 | 40.25% | Q1 2026 | Apr 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 15,030 | 1,160 | 0.07% | 0.06% | 499 | +1,715 | 12.88% | Q1 2026 | Apr 30, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 15,013 | 1,158 | 1.14% | 1.06% | 500 | -1,244 | -7.65% | Q1 2026 | May 12, 2026 |
| United Financial Planning Group LLC | History | Added to | 14,940 | 1,153 | 0.68% | 0.69% | 501 | +268 | 1.83% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,902 | 1,150 | 0.01% | 0.0% | 502 | +5,100 | 52.03% | Q1 2026 | May 08, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 14,879 | 1,148 | 0.35% | 0.19% | 503 | +6,345 | 74.35% | Q1 2026 | Apr 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,838 | 1,145 | 0.04% | 0.04% | 504 | +2 | 0.01% | Q1 2026 | May 07, 2026 |
| Strategic Advocates LLC | History | Reduced | 14,767 | 1,139 | 5.04% | 7.26% | 506 | -348,615 | -95.94% | Q1 2026 | May 15, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 14,760 | 1,139 | 0.42% | 0.46% | 505 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| F/m Investments LLC | History | Added to | 14,747 | 1,138 | 0.08% | 0.04% | 507 | +820 | 5.89% | Q1 2026 | May 11, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 14,679 | 1,132 | 0.16% | 0.16% | 508 | -285 | -1.9% | Q1 2026 | May 04, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 14,617 | 1,128 | 0.95% | 0.93% | 509 | +98 | 0.67% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 14,507 | 1,119 | 0.13% | 0.13% | 510 | -380 | -2.55% | Q1 2026 | Apr 16, 2026 |
| NORTHERN TRUST CORP | History | Added to | 14,479 | 1,117 | 0.0% | 0.0% | 511 | +4,360 | 43.09% | Q1 2026 | May 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 14,282 | 1,102 | 0.35% | 0.34% | 512 | +357 | 2.56% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 14,266 | 1,101 | 0.02% | 0.02% | 513 | +2,306 | 19.28% | Q1 2026 | Apr 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 14,214 | 1,097 | 0.02% | 0.02% | 514 | +1,086 | 8.27% | Q1 2026 | Apr 17, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 14,110 | 1,089 | 0.19% | 0.18% | 515 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 13,995 | 1,080 | 0.07% | 0.06% | 516 | +1,117 | 8.67% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 13,955 | 1,077 | 0.02% | 0.02% | 517 | +2,775 | 24.82% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,953 | 1,073 | 0.07% | 0.07% | 518 | +100 | 0.72% | Q1 2026 | May 01, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 13,770 | 1,062 | 0.04% | 0.04% | 519 | +235 | 1.74% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 13,503 | 1,051 | 0.04% | 0.04% | 520 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Security Financial Services, INC. | History | No change | 13,476 | 1,049 | 0.16% | 0.16% | 521 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 13,577 | 1,047 | 0.0% | 0.0% | 522 | +739 | 5.76% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 13,596 | 1,046 | 0.06% | 0.05% | 523 | +27 | 0.2% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 13,500 | 1,041 | 0.0% | — | 524 | +13,500 | New | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 13,435 | 1,036 | 0.17% | 0.18% | 525 | -556 | -3.97% | Q1 2026 | Apr 21, 2026 |
| Oasis Advisors, LLC | History | New | 13,571 | 1,032 | 0.2% | — | 526 | +13,571 | New | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 13,367 | 1,031 | 0.03% | 0.01% | 527 | +6,683 | 99.99% | Q1 2026 | Apr 07, 2026 |
| HEADINVEST, LLC | History | Reduced | 12,932 | 998 | 0.2% | 0.25% | 528 | -3,066 | -19.16% | Q1 2026 | May 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 12,889 | 994 | 0.39% | 0.36% | 529 | +1,512 | 13.29% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,876 | 993 | 0.01% | 0.01% | 530 | +323 | 2.57% | Q1 2026 | Apr 23, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 12,829 | 990 | 0.71% | 0.76% | 531 | -221 | -1.69% | Q1 2026 | May 19, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 12,694 | 979 | 0.04% | 0.04% | 532 | +48 | 0.38% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 12,647 | 976 | 0.05% | 0.05% | 533 | +855 | 7.25% | Q1 2026 | May 15, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 12,642 | 975 | 0.84% | 1.04% | 534 | -3,104 | -19.71% | Q1 2026 | May 06, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 12,614 | 973 | 0.12% | 0.12% | 535 | -275 | -2.13% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,535 | 967 | 0.02% | 0.02% | 536 | -790 | -5.93% | Q1 2026 | Apr 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 12,322 | 951 | 0.0% | 0.0% | 537 | -575 | -4.46% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Added to | 12,296 | 948 | 0.03% | 0.02% | 538 | +1,998 | 19.4% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 12,238 | 944 | 0.04% | — | 539 | +12,238 | New | Q1 2026 | May 15, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 12,219 | 943 | 0.27% | 0.29% | 540 | -16 | -0.13% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,207 | 942 | 0.01% | 0.01% | 541 | +1,090 | 9.8% | Q1 2026 | May 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 11,908 | 919 | 0.07% | 0.06% | 542 | -908 | -7.08% | Q1 2026 | May 11, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 11,753 | 907 | 1.02% | 0.92% | 543 | +1,140 | 10.74% | Q1 2026 | Apr 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 11,691 | 902 | 0.34% | 0.34% | 544 | +111 | 0.96% | Q1 2026 | May 11, 2026 |
| InvesTrust | History | Added to | 11,686 | 901 | 0.38% | 0.35% | 545 | +100 | 0.86% | Q1 2026 | Apr 07, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Reduced | 11,661 | 899 | 0.65% | 0.79% | 546 | -1,843 | -13.65% | Q1 2026 | May 08, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 11,570 | 892 | 0.14% | 0.14% | 547 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 11,532 | 890 | 0.13% | 0.18% | 548 | -3,790 | -24.74% | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 11,508 | 888 | 0.17% | 0.16% | 549 | +1,487 | 14.84% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 11,503 | 888 | 0.03% | 0.03% | 550 | +236 | 2.09% | Q1 2026 | May 06, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 11,507 | 888 | 0.32% | 0.31% | 551 | +37 | 0.32% | Q1 2026 | Apr 30, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 11,486 | 886 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Adelphi Trust Co | History | Added to | 11,479 | 885 | 0.72% | 0.6% | 553 | +2,096 | 22.34% | Q1 2026 | Apr 01, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 11,350 | 873 | 0.03% | 0.03% | 554 | -185 | -1.6% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 11,202 | 869 | 0.06% | 0.06% | 555 | +466 | 4.34% | Q1 2026 | Apr 29, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 11,261 | 869 | 0.3% | 0.3% | 556 | +455 | 4.21% | Q1 2026 | Apr 14, 2026 |
| M Holdings Securities, Inc. | History | Added to | 11,300 | 868 | 0.06% | 0.06% | 557 | +1,029 | 10.02% | Q1 2026 | May 12, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 11,191 | 863 | 0.81% | 0.85% | 559 | -375 | -3.24% | Q1 2026 | May 08, 2026 |
| WELCH & FORBES LLC | History | Added to | 11,187 | 863 | 0.01% | 0.01% | 558 | +254 | 2.32% | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 10,919 | 842 | 0.02% | 0.0% | 560 | +9,608 | 732.88% | Q1 2026 | May 12, 2026 |
| Shelter Mutual Insurance Co | History | No change | 10,900 | 841 | 0.19% | 0.19% | 561 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Phillip James Consulting Co. | History | New | 2,340 | 840 | 0.64% | — | 562 | +2,340 | New | Q1 2026 | May 11, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 10,675 | 818 | 0.18% | 0.2% | 563 | +320 | 3.09% | Q1 2026 | May 08, 2026 |
| Traveka Wealth, LLC | History | Added to | 10,568 | 815 | 0.31% | 0.21% | 564 | +3,908 | 58.68% | Q1 2026 | Apr 22, 2026 |
| Brooklyn Investment Group | History | Added to | 10,515 | 811 | 0.03% | 0.02% | 565 | +5,338 | 103.11% | Q1 2026 | Apr 29, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 10,326 | 796 | 0.19% | 0.18% | 566 | +46 | 0.45% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,198 | 794 | 0.03% | 0.03% | 567 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,205 | 787 | 0.01% | 0.01% | 568 | -206 | -1.98% | Q1 2026 | Apr 28, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 10,208 | 787 | 0.23% | 0.23% | 569 | +16 | 0.16% | Q1 2026 | Apr 15, 2026 |
| Invesco Ltd. | History | Added to | 10,143 | 782 | 0.0% | 0.0% | 570 | +70 | 0.69% | Q1 2026 | May 12, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 10,127 | 781 | 0.07% | 0.07% | 571 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 10,076 | 772 | 0.09% | 0.1% | 572 | +295 | 3.02% | Q1 2026 | May 06, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 9,892 | 770 | 2.64% | 2.64% | 573 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 9,967 | 769 | 0.45% | 0.83% | 574 | -8,320 | -45.5% | Q1 2026 | May 11, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 9,900 | 764 | 0.17% | — | 575 | +9,900 | New | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,874 | 762 | 0.07% | 0.12% | 576 | -7,430 | -42.94% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Added to | 9,772 | 754 | 0.0% | 0.0% | 577 | +4,445 | 83.44% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 9,712 | 749 | 0.22% | 0.22% | 578 | +51 | 0.53% | Q1 2026 | Apr 22, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 9,702 | 747 | 0.21% | 0.22% | 579 | -206 | -2.08% | Q1 2026 | Apr 08, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 9,674 | 746 | 0.26% | 0.29% | 580 | -122 | -1.25% | Q1 2026 | Apr 21, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 9,641 | 744 | 0.13% | 0.15% | 581 | -883 | -8.39% | Q1 2026 | Apr 22, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 9,639 | 743 | 0.4% | 0.44% | 582 | -466 | -4.61% | Q1 2026 | May 14, 2026 |
| Private Wealth Group, LLC | History | No change | 9,597 | 740 | 0.35% | 0.36% | 583 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Maxele Advisors, LLC | History | No change | 9,489 | 739 | 0.6% | 0.6% | 584 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 9,539 | 736 | 0.03% | 0.03% | 585 | +760 | 8.66% | Q1 2026 | May 12, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 9,502 | 733 | 0.36% | 0.31% | 587 | +1,407 | 17.38% | Q1 2026 | Apr 29, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 9,501 | 733 | 0.19% | 0.2% | 586 | -501 | -5.01% | Q1 2026 | Apr 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 9,415 | 726 | 0.05% | 0.08% | 588 | -6,964 | -42.52% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | New | 9,381 | 724 | 0.0% | — | 589 | +9,381 | New | Q1 2026 | May 14, 2026 |
| Members Trust Co | History | No change | 9,250 | 713 | 0.02% | 0.02% | 590 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 9,186 | 708 | 0.31% | 0.35% | 591 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Prospera Capital Management, LLC | History | Added to | 9,111 | 700 | 0.35% | 0.36% | 592 | +61 | 0.67% | Q1 2026 | Apr 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 9,065 | 699 | 0.01% | 0.01% | 593 | -2,053 | -18.47% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 8,987 | 693 | 0.09% | 0.13% | 594 | -64 | -0.71% | Q1 2026 | May 18, 2026 |
| Advisory Alpha, LLC | History | Reduced | 8,842 | 682 | 0.02% | 0.02% | 595 | -2,122 | -19.35% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | New | 8,828 | 681 | 0.2% | — | 596 | +8,828 | New | Q1 2026 | Apr 20, 2026 |
| MAYPORT, LLC | History | New | 8,778 | 677 | 0.13% | — | 597 | +8,778 | New | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 8,606 | 664 | 0.04% | 0.04% | 598 | +259 | 3.1% | Q1 2026 | Apr 13, 2026 |
| One Wealth Advisors, LLC | History | Added to | 8,553 | 660 | 0.08% | 0.08% | 599 | +223 | 2.68% | Q1 2026 | Apr 21, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 8,468 | 653 | 0.24% | 0.24% | 600 | -78 | -0.91% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 8,460 | 652 | 0.07% | 0.17% | 601 | -14,505 | -63.16% | Q1 2026 | Apr 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 8,341 | 643 | 0.05% | 0.02% | 602 | +4,746 | 132.02% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,303 | 640 | 0.05% | 0.05% | 603 | +305 | 3.81% | Q1 2026 | May 05, 2026 |
| Platform Technology Partners | History | Reduced | 8,252 | 636 | 0.12% | 0.16% | 605 | -1,593 | -16.18% | Q1 2026 | Apr 27, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 8,249 | 636 | 0.09% | 0.09% | 604 | +6 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 8,249 | 636 | 0.21% | 0.23% | 606 | -1 | -0.01% | Q1 2026 | Apr 20, 2026 |
| McAdam, LLC | History | Added to | 8,061 | 622 | 0.03% | 0.03% | 607 | +369 | 4.8% | Q1 2026 | May 08, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 8,025 | 619 | 0.13% | 0.16% | 608 | -1,458 | -15.37% | Q1 2026 | Apr 20, 2026 |
| Everest Financial Group LLC | History | Added to | 7,977 | 615 | 0.1% | 0.08% | 609 | +3,127 | 64.47% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 7,964 | 614 | 0.17% | 0.13% | 611 | +1,742 | 28.0% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | No change | 7,965 | 614 | 0.01% | 0.01% | 610 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 7,890 | 608 | 0.0% | 0.0% | 612 | -1,783 | -18.43% | Q1 2026 | Apr 22, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 7,866 | 607 | 0.35% | 0.23% | 613 | +2,613 | 49.74% | Q1 2026 | Apr 29, 2026 |
| Estate Counselors, LLC | History | Reduced | 7,795 | 601 | 0.05% | 0.08% | 614 | -4,705 | -37.64% | Q1 2026 | May 15, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 7,795 | 601 | 0.16% | 0.16% | 615 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| STALEY CAPITAL ADVISERS INC | History | New | 7,770 | 599 | 0.03% | — | 616 | +7,770 | New | Q1 2026 | Apr 29, 2026 |
| Alamar Capital Management, LLC | History | No change | 7,757 | 598 | 0.37% | 0.33% | 617 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 7,712 | 595 | 0.01% | 0.01% | 618 | +1,687 | 28.0% | Q1 2026 | May 06, 2026 |
| Peak Planning Group, LLC | History | Added to | 7,692 | 593 | 0.16% | 0.14% | 619 | +1,050 | 15.81% | Q1 2026 | Apr 22, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 7,667 | 591 | 0.04% | 0.04% | 620 | -560 | -6.81% | Q1 2026 | Apr 28, 2026 |
| Eagle Bay Advisors LLC | History | New | 7,488 | 577 | 0.51% | — | 621 | +7,488 | New | Q1 2026 | Apr 24, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,455 | 575 | 0.01% | 0.01% | 622 | -161 | -2.11% | Q1 2026 | Apr 14, 2026 |
| First Citizens Financial Corp | History | Reduced | 7,444 | 574 | 0.27% | 0.29% | 623 | -138 | -1.82% | Q1 2026 | Apr 07, 2026 |
| Independent Advisor Alliance | History | New | 7,414 | 572 | 0.01% | — | 625 | +7,414 | New | Q1 2026 | May 12, 2026 |
| Wealth Management Nebraska | History | Reduced | 7,417 | 572 | 0.06% | 0.07% | 624 | -321 | -4.15% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 7,120 | 549 | 0.12% | 0.16% | 626 | -2,153 | -23.22% | Q1 2026 | Apr 27, 2026 |
| WPG Advisers, LLC | History | Reduced | 7,075 | 546 | 0.4% | 0.41% | 627 | -3 | -0.04% | Q1 2026 | Apr 29, 2026 |
| Southland Equity Partners LLC | History | Added to | 6,990 | 539 | 0.11% | 0.11% | 628 | +33 | 0.47% | Q1 2026 | Apr 14, 2026 |
| Bank of New Hampshire | History | Reduced | 6,944 | 535 | 0.12% | 0.13% | 629 | -432 | -5.86% | Q1 2026 | Apr 13, 2026 |
| Allen Investment Management, LLC | History | Added to | 6,929 | 534 | 0.01% | 0.01% | 630 | +380 | 5.8% | Q1 2026 | May 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 6,868 | 534 | 0.04% | 0.04% | 631 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DBK Financial Counsel, LLC | History | No change | 6,801 | 529 | 0.41% | 0.41% | 632 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 6,828 | 526 | 0.07% | 0.08% | 633 | -228 | -3.23% | Q1 2026 | Apr 15, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 6,724 | 518 | 0.02% | 0.02% | 634 | -836 | -11.06% | Q1 2026 | Apr 20, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 6,588 | 508 | 0.11% | 0.13% | 635 | -661 | -9.12% | Q1 2026 | Apr 21, 2026 |
| VANCE WEALTH, LLC | History | Added to | 6,533 | 504 | 0.15% | 0.15% | 636 | +24 | 0.37% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | No change | 6,501 | 501 | 0.19% | 0.18% | 637 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 6,471 | 499 | 0.38% | — | 639 | +6,471 | New | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 6,467 | 499 | 0.03% | 0.03% | 638 | +36 | 0.56% | Q1 2026 | May 13, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 6,423 | 495 | 0.25% | 0.27% | 640 | -487 | -7.05% | Q1 2026 | Apr 17, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 6,412 | 494 | 0.17% | 0.17% | 641 | -53 | -0.82% | Q1 2026 | May 04, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 6,365 | 491 | 0.32% | 0.33% | 642 | +43 | 0.68% | Q1 2026 | May 08, 2026 |
| Atlatl Advisers LLC | History | Reduced | 6,335 | 488 | 0.36% | 0.72% | 643 | -17,641 | -73.58% | Q1 2026 | May 07, 2026 |
| Csenge Advisory Group | History | Added to | 6,308 | 486 | 0.02% | 0.02% | 644 | +1,647 | 35.34% | Q1 2026 | Apr 30, 2026 |
| TD Capital Management LLC | History | Added to | 6,287 | 485 | 0.04% | 0.04% | 645 | +7 | 0.11% | Q1 2026 | May 11, 2026 |
| Petix & Botte Co | History | Added to | 6,224 | 480 | 0.11% | 0.11% | 646 | +8 | 0.13% | Q1 2026 | Apr 30, 2026 |
| Brookmont Capital Management | History | Added to | 6,154 | 474 | 0.27% | 0.24% | 647 | +810 | 15.16% | Q1 2026 | May 15, 2026 |
| Loudon Investment Management, LLC | History | Added to | 6,133 | 473 | 0.25% | 0.21% | 648 | +1,016 | 19.86% | Q1 2026 | May 11, 2026 |
| SNS Financial Group, LLC | History | Added to | 6,121 | 472 | 0.04% | 0.04% | 649 | +636 | 11.6% | Q1 2026 | Apr 14, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 6,038 | 466 | 0.08% | 0.26% | 650 | -12,566 | -67.54% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 6,017 | 464 | 0.03% | 0.04% | 651 | -2,920 | -32.67% | Q1 2026 | May 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,990 | 462 | 0.06% | 0.06% | 652 | +34 | 0.57% | Q1 2026 | Apr 08, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 5,978 | 461 | 0.33% | 0.28% | 653 | +874 | 17.12% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 5,890 | 454 | 0.01% | 0.0% | 654 | +628 | 11.93% | Q1 2026 | May 13, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 5,825 | 449 | 0.09% | 0.13% | 655 | -2,637 | -31.16% | Q1 2026 | May 13, 2026 |
| RoundAngle Advisors LLC | History | Added to | 5,825 | 449 | 0.34% | 0.33% | 656 | +77 | 1.34% | Q1 2026 | Apr 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,810 | 448 | 0.02% | 0.01% | 657 | +2,510 | 76.06% | Q1 2026 | Apr 15, 2026 |
| Townsend Financial Planning, LLC | History | Reduced | 5,816 | 448 | 0.43% | 0.46% | 659 | -36 | -0.62% | Q1 2026 | Apr 28, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | No change | 5,813 | 448 | 0.06% | 0.07% | 658 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Legacy Trust | History | Reduced | 5,801 | 447 | 0.09% | 0.09% | 660 | -460 | -7.35% | Q1 2026 | Apr 14, 2026 |
| Bluebird Wealth Management LLC | History | Reduced | 5,737 | 442 | 0.45% | 0.42% | 661 | -21 | -0.36% | Q1 2026 | May 08, 2026 |
| Hills Bank & Trust Co | History | No change | 5,702 | 440 | 0.02% | 0.03% | 662 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WESBANCO BANK INC | History | Reduced | 5,699 | 439 | 0.01% | 0.01% | 663 | -357 | -5.89% | Q1 2026 | Apr 21, 2026 |
| Idaho Trust Co | History | Reduced | 5,651 | 436 | 0.14% | 0.15% | 664 | -129 | -2.23% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,626 | 434 | 0.05% | 0.05% | 665 | -366 | -6.11% | Q1 2026 | Apr 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 5,590 | 431 | 0.06% | 0.06% | 666 | +128 | 2.34% | Q1 2026 | Apr 28, 2026 |
| Maia Wealth LLC | History | Reduced | 5,575 | 430 | 0.07% | 0.08% | 668 | -604 | -9.78% | Q1 2026 | May 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 5,576 | 430 | 0.06% | 0.07% | 667 | +51 | 0.92% | Q1 2026 | Apr 14, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 5,568 | 429 | 0.02% | 0.02% | 669 | +5 | 0.09% | Q1 2026 | May 12, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 5,179 | 428 | 0.05% | 0.06% | 672 | -463 | -8.21% | Q1 2026 | Apr 16, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Reduced | 5,550 | 428 | 0.03% | 0.02% | 670 | -350 | -5.93% | Q1 2026 | Apr 15, 2026 |
| Thomasville National Bank | History | No change | 5,500 | 428 | 0.03% | 0.03% | 671 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KPP Advisory Services LLC | History | No change | 5,482 | 423 | 0.06% | 0.06% | 673 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 5,477 | 422 | 0.08% | 0.07% | 674 | -50 | -0.9% | Q1 2026 | Apr 22, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 5,445 | 420 | 0.08% | 0.08% | 675 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 5,449 | 420 | 0.01% | 0.01% | 676 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Advisor Network LLC | History | New | 5,417 | 418 | 0.49% | — | 677 | +5,417 | New | Q1 2026 | May 13, 2026 |
| Alpha Financial Partners LLC | History | Added to | 5,411 | 417 | 0.25% | 0.17% | 678 | +1,910 | 54.56% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 5,342 | 412 | 0.01% | 0.01% | 681 | +1,672 | 45.56% | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 5,312 | 412 | 0.02% | 0.02% | 679 | -4 | -0.08% | Q1 2026 | Apr 24, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 5,299 | 412 | 0.3% | 0.3% | 680 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 5,316 | 410 | 0.18% | 0.19% | 682 | -47 | -0.88% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 5,304 | 409 | 0.02% | 0.02% | 684 | +35 | 0.66% | Q1 2026 | Apr 21, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 5,300 | 409 | 0.13% | 0.12% | 683 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 5,273 | 406 | 0.05% | 0.06% | 685 | -796 | -13.12% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,244 | 405 | 0.01% | 0.01% | 686 | +475 | 9.96% | Q1 2026 | Apr 21, 2026 |
| FineMark National Bank & Trust | History | No change | 5,204 | 405 | 0.01% | 0.01% | 687 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 5,246 | 404 | 0.23% | 0.25% | 688 | -403 | -7.13% | Q1 2026 | Apr 16, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 5,215 | 402 | 0.01% | 0.01% | 691 | +999 | 23.7% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 5,213 | 402 | 0.01% | 0.01% | 689 | +231 | 4.64% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 5,214 | 402 | 0.12% | 0.12% | 690 | -19 | -0.36% | Q1 2026 | Apr 30, 2026 |
| One Capital Management, LLC | History | Reduced | 5,201 | 401 | 0.01% | 0.01% | 692 | -162 | -3.02% | Q1 2026 | May 12, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 5,159 | 398 | 0.31% | 0.31% | 693 | +34 | 0.66% | Q1 2026 | Apr 16, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 5,127 | 395 | 0.21% | 0.12% | 695 | -336 | -6.15% | Q1 2026 | Apr 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 5,050 | 395 | 0.35% | 0.34% | 694 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 5,114 | 394 | 0.21% | 0.22% | 696 | +138 | 2.77% | Q1 2026 | May 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 5,041 | 389 | 0.16% | 0.15% | 697 | +277 | 5.81% | Q1 2026 | Apr 29, 2026 |
| Compass Advisory Group LLC | History | Added to | 5,026 | 387 | 0.1% | 0.1% | 698 | +34 | 0.68% | Q1 2026 | Apr 21, 2026 |
| Kennebec Savings Bank | History | Reduced | 4,967 | 383 | 0.34% | 1.17% | 699 | -12,462 | -71.5% | Q1 2026 | Apr 17, 2026 |
| Valeo Financial Advisors, LLC | History | New | 4,975 | 383 | 0.01% | — | 700 | +4,975 | New | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | New | 4,950 | 382 | 0.01% | — | 703 | +4,950 | New | Q1 2026 | May 15, 2026 |
| Center For Asset Management LLC | History | Added to | 4,961 | 382 | 0.19% | 0.19% | 702 | +284 | 6.07% | Q1 2026 | Apr 16, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 4,951 | 382 | 0.11% | 0.11% | 701 | +124 | 2.57% | Q1 2026 | May 05, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | New | 4,860 | 375 | 0.03% | — | 704 | +4,860 | New | Q1 2026 | Apr 23, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 4,850 | 374 | 0.2% | 0.17% | 706 | +750 | 18.29% | Q1 2026 | May 12, 2026 |
| EnRich Financial Partners LLC | History | Added to | 4,854 | 374 | 0.1% | 0.1% | 705 | +13 | 0.27% | Q1 2026 | May 05, 2026 |
| Caitlin John, LLC | History | Added to | 4,811 | 371 | 0.22% | 0.21% | 707 | +602 | 14.3% | Q1 2026 | May 13, 2026 |
| DMKC Advisory Services, LLC | History | New | 4,778 | 368 | 0.15% | — | 709 | +4,778 | New | Q1 2026 | May 01, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 4,780 | 368 | 0.28% | 0.28% | 708 | +332 | 7.46% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,765 | 367 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 4,755 | 366 | 0.05% | 0.04% | 711 | +458 | 10.66% | Q1 2026 | May 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 4,747 | 366 | 0.05% | 0.04% | 712 | +417 | 9.63% | Q1 2026 | May 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 4,685 | 362 | 0.1% | 0.12% | 713 | -35 | -0.74% | Q1 2026 | Apr 27, 2026 |
| S.A. Mason LLC | History | Reduced | 4,641 | 358 | 0.13% | 0.15% | 714 | -80 | -1.69% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,633 | 357 | 0.02% | 0.03% | 715 | -3,985 | -46.24% | Q1 2026 | Apr 28, 2026 |
| LongView Wealth Management | History | Added to | 4,590 | 356 | 0.09% | 0.08% | 717 | +370 | 8.77% | Q1 2026 | Apr 15, 2026 |
| SilverOak Wealth Management LLC | History | No change | 4,621 | 356 | 0.06% | 0.06% | 716 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 4,596 | 354 | 0.04% | 0.04% | 719 | +21 | 0.46% | Q1 2026 | May 04, 2026 |
| Northstar Group, Inc. | History | No change | 4,590 | 354 | 0.05% | 0.05% | 718 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | Added to | 4,580 | 353 | 0.01% | 0.01% | 720 | +878 | 23.72% | Q1 2026 | Apr 28, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 4,541 | 350 | 0.03% | 1.61% | 721 | -219,886 | -97.98% | Q1 2026 | Apr 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 4,534 | 349 | 0.04% | 0.04% | 722 | -13 | -0.29% | Q1 2026 | Apr 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 4,514 | 348 | 0.09% | 0.09% | 723 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| New Covenant Trust Company, N.A. | History | No change | 4,519 | 348 | 0.31% | 0.32% | 724 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VestGen Investment Management | History | Reduced | 4,503 | 347 | 0.19% | 0.24% | 725 | -1,148 | -20.31% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,407 | 340 | 0.0% | 0.0% | 726 | -1,294 | -22.7% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 4,417 | 340 | 0.09% | 0.07% | 727 | +160 | 3.76% | Q1 2026 | May 11, 2026 |
| Leo Wealth, LLC | History | Reduced | 4,307 | 332 | 0.02% | 0.03% | 729 | -918 | -17.57% | Q1 2026 | May 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 4,315 | 332 | 0.01% | 0.01% | 728 | +24 | 0.56% | Q1 2026 | Apr 21, 2026 |
| Carter Financial, LLC | History | No change | 4,294 | 331 | 0.29% | 0.29% | 730 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 4,271 | 329 | 0.16% | 0.15% | 732 | +340 | 8.65% | Q1 2026 | May 08, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 4,272 | 329 | 0.23% | 0.24% | 731 | +12 | 0.28% | Q1 2026 | Apr 22, 2026 |
| Net Worth Advisory Group | History | Reduced | 4,248 | 327 | 0.07% | 0.14% | 733 | -4,765 | -52.87% | Q1 2026 | May 05, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 4,210 | 324 | 0.12% | 0.14% | 734 | -601 | -12.49% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 4,191 | 323 | 0.11% | 0.1% | 735 | +617 | 17.26% | Q1 2026 | Apr 23, 2026 |
| WoodTrust Financial Corp | History | Reduced | 4,132 | 319 | 0.04% | 0.1% | 736 | -7,104 | -63.23% | Q1 2026 | May 06, 2026 |
| Greenwich Wealth Management LLC | History | No change | 4,115 | 318 | 0.01% | 0.01% | 737 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 4,112 | 317 | 0.17% | 0.18% | 738 | -219 | -5.06% | Q1 2026 | Apr 22, 2026 |
| Bath Savings Trust Co | History | Reduced | 4,086 | 315 | 0.03% | 0.03% | 739 | -34 | -0.83% | Q1 2026 | Apr 07, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 4,080 | 314 | 0.08% | — | 742 | +4,080 | New | Q1 2026 | Apr 10, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 4,070 | 314 | 0.23% | 0.24% | 741 | -278 | -6.39% | Q1 2026 | Apr 17, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,080 | 314 | 0.04% | 0.04% | 740 | -265 | -6.1% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Added to | 4,051 | 312 | 0.01% | 0.0% | 743 | +2,317 | 133.62% | Q1 2026 | May 13, 2026 |
| SEVEN MILE ADVISORY | History | New | 4,013 | 309 | 0.22% | — | 745 | +4,013 | New | Q1 2026 | Apr 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 4,013 | 309 | 0.01% | 0.01% | 744 | +172 | 4.48% | Q1 2026 | May 08, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 3,988 | 307 | 0.18% | 0.19% | 747 | +27 | 0.68% | Q1 2026 | Apr 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 3,988 | 307 | 0.09% | 0.09% | 746 | -4 | -0.1% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 3,976 | 306 | 0.0% | 0.01% | 748 | +122 | 3.17% | Q1 2026 | Apr 21, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 3,970 | 306 | 0.18% | 0.19% | 749 | -117 | -2.86% | Q1 2026 | Apr 15, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 3,951 | 304 | 0.01% | 0.01% | 751 | -32 | -0.8% | Q1 2026 | Apr 16, 2026 |
| PKS Advisory Services, LLC | History | Added to | 3,951 | 304 | 0.07% | 0.07% | 750 | +5 | 0.13% | Q1 2026 | May 13, 2026 |
| Forum Private Client Group LLC | History | Added to | 3,936 | 303 | 0.1% | 0.09% | 752 | +581 | 17.32% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 3,954 | 299 | 0.05% | 0.06% | 754 | -690 | -14.86% | Q1 2026 | Apr 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 3,881 | 299 | 0.08% | 0.09% | 753 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 3,856 | 297 | 0.04% | 0.05% | 755 | -2 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 3,830 | 295 | 0.05% | 0.07% | 756 | -1,482 | -27.9% | Q1 2026 | Apr 13, 2026 |
| PAX Financial Group, LLC | History | Reduced | 3,833 | 295 | 0.05% | 0.05% | 757 | -174 | -4.34% | Q1 2026 | Apr 27, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | New | 3,775 | 291 | 0.15% | — | 759 | +3,775 | New | Q1 2026 | May 15, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 3,777 | 291 | 0.15% | 0.15% | 758 | +25 | 0.67% | Q1 2026 | Apr 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 3,789 | 290 | 0.15% | — | 760 | +3,789 | New | Q1 2026 | May 11, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 3,743 | 288 | 0.16% | 0.17% | 761 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jones Kertz & Associates, Inc. | History | No change | 3,738 | 288 | 0.15% | 0.15% | 762 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,711 | 286 | 0.02% | 0.02% | 763 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | New | 3,698 | 285 | 0.07% | — | 764 | +3,698 | New | Q1 2026 | Apr 21, 2026 |
| Tranquility Partners, LLC | History | Added to | 3,684 | 284 | 0.11% | 0.09% | 765 | +422 | 12.94% | Q1 2026 | Apr 20, 2026 |
| Summit Wealth Group, LLC | History | Added to | 3,684 | 284 | 0.07% | 0.07% | 766 | +17 | 0.46% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Added to | 3,676 | 283 | 0.0% | 0.0% | 768 | +287 | 8.47% | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 3,672 | 283 | 0.15% | 0.12% | 769 | -10 | -0.27% | Q1 2026 | Apr 21, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 3,675 | 283 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Radnor Capital Management, LLC | History | No change | 3,662 | 282 | 0.04% | 0.04% | 770 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,648 | 281 | 0.0% | 0.0% | 771 | +457 | 14.32% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 3,645 | 281 | 0.02% | 0.02% | 772 | +23 | 0.64% | Q1 2026 | May 13, 2026 |
| Aegis Wealth Management LLC | History | No change | 3,604 | 278 | 0.16% | 0.16% | 773 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 3,587 | 276 | 0.16% | 0.15% | 775 | +104 | 2.99% | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 3,588 | 276 | 0.11% | 0.1% | 774 | +8 | 0.22% | Q1 2026 | Apr 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 3,566 | 275 | 0.0% | 0.01% | 777 | -3,500 | -49.53% | Q1 2026 | May 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 3,803 | 275 | 0.07% | 0.08% | 776 | -50 | -1.3% | Q1 2026 | May 06, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 3,568 | 275 | 0.1% | 0.1% | 778 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Essex Financial Services, Inc. | History | New | 3,534 | 272 | 0.02% | — | 781 | +3,534 | New | Q1 2026 | Apr 24, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 3,537 | 272 | 0.14% | 0.15% | 780 | -180 | -4.84% | Q1 2026 | Apr 10, 2026 |
| CRA Financial Services, LLC | History | No change | 3,530 | 272 | 0.04% | 0.04% | 779 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TCFG Investment Advisors, LLC | History | New | 3,506 | 270 | 0.1% | — | 784 | +3,506 | New | Q1 2026 | May 05, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 3,500 | 270 | 0.19% | 0.24% | 783 | -475 | -11.95% | Q1 2026 | Apr 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 3,506 | 270 | 0.1% | 0.1% | 782 | +141 | 4.19% | Q1 2026 | Apr 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,484 | 268 | 0.02% | 0.02% | 785 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TFB Advisors LLC | History | Added to | 3,471 | 267 | 0.14% | 0.07% | 787 | +250 | 7.76% | Q1 2026 | Apr 20, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 3,460 | 267 | 0.11% | 0.11% | 786 | -93 | -2.62% | Q1 2026 | Apr 29, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,449 | 266 | 0.0% | 0.0% | 788 | -1,986 | -36.54% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Management | History | Reduced | 3,453 | 266 | 0.31% | 0.3% | 789 | -37 | -1.06% | Q1 2026 | Apr 22, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 3,436 | 265 | 0.03% | 0.02% | 790 | +757 | 28.26% | Q1 2026 | Apr 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 3,427 | 264 | 0.01% | 0.01% | 792 | +464 | 15.66% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 3,425 | 264 | 0.01% | 0.01% | 791 | -374 | -9.84% | Q1 2026 | May 07, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 3,415 | 263 | 0.05% | 0.05% | 793 | +2 | 0.06% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,389 | 261 | 0.01% | — | 794 | +3,389 | New | Q1 2026 | May 14, 2026 |
| Leading Edge Financial Planning LLC | History | New | 3,375 | 260 | 0.05% | — | 797 | +3,375 | New | Q1 2026 | May 12, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Added to | 3,380 | 260 | 0.18% | 0.15% | 795 | +190 | 5.96% | Q1 2026 | May 14, 2026 |
| Echo Wealth Management, LLC | History | No change | 3,379 | 260 | 0.15% | 0.15% | 796 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,366 | 259 | 0.0% | 0.0% | 798 | -4,127 | -55.08% | Q1 2026 | Apr 30, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 3,356 | 258 | 0.18% | — | 800 | +3,356 | New | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | No change | 3,347 | 258 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | New | 3,314 | 255 | 0.14% | — | 802 | +3,314 | New | Q1 2026 | Apr 23, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,316 | 255 | 0.02% | 0.02% | 801 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,300 | 254 | 0.0% | 0.01% | 803 | -875,263 | -99.62% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 3,273 | 252 | 0.03% | 0.04% | 804 | +2 | 0.06% | Q1 2026 | Apr 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,261 | 251 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gibson Capital, LLC | History | Reduced | 3,250 | 250 | 0.05% | 0.05% | 806 | -345 | -9.6% | Q1 2026 | Apr 17, 2026 |
| WBH ADVISORY INC | History | New | 3,242 | 249 | 0.02% | — | 809 | +3,242 | New | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,231 | 249 | 0.0% | 0.0% | 807 | -977 | -23.22% | Q1 2026 | May 01, 2026 |
| HF Advisory Group, LLC | History | Reduced | 3,231 | 249 | 0.08% | 0.09% | 808 | -224 | -6.48% | Q1 2026 | Apr 21, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 3,219 | 248 | 0.04% | 0.05% | 810 | +8 | 0.25% | Q1 2026 | Apr 17, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 3,188 | 246 | 0.02% | 0.06% | 811 | -5,754 | -64.35% | Q1 2026 | May 07, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 3,171 | 245 | 0.03% | 0.03% | 812 | -284 | -8.22% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3,166 | 244 | 0.06% | — | 813 | +3,166 | New | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | Reduced | 3,151 | 243 | 0.06% | 0.1% | 814 | -2,013 | -38.98% | Q1 2026 | May 06, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 3,135 | 241 | 0.18% | 0.13% | 815 | +200 | 6.81% | Q1 2026 | Apr 14, 2026 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | History | Reduced | 3,124 | 241 | 0.23% | 0.22% | 816 | -65 | -2.04% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | No change | 3,113 | 240 | 0.08% | 0.09% | 817 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Redwood Park Advisors LLC | History | Added to | 3,104 | 239 | 0.16% | 0.16% | 819 | +21 | 0.68% | Q1 2026 | May 04, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 3,097 | 239 | 0.02% | 0.02% | 818 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 3,060 | 236 | 0.11% | — | 820 | +3,060 | New | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,055 | 235 | 0.0% | 0.0% | 821 | -465 | -13.21% | Q1 2026 | Apr 22, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 3,038 | 234 | 0.03% | 0.03% | 822 | -19 | -0.62% | Q1 2026 | Apr 27, 2026 |
| TAGStone Capital, Inc. | History | Added to | 3,038 | 234 | 0.08% | 0.09% | 823 | +15 | 0.5% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | New | 3,001 | 231 | 0.06% | — | 826 | +3,001 | New | Q1 2026 | May 11, 2026 |
| XY Planning Network, Inc. | History | Reduced | 3,010 | 231 | 0.04% | 0.06% | 825 | -1,416 | -31.99% | Q1 2026 | Apr 14, 2026 |
| AMG National Trust Bank | History | No change | 2,995 | 231 | 0.01% | 0.01% | 824 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Valpey Financial Services, LLC | History | Added to | 2,985 | 230 | 0.15% | 0.15% | 827 | +20 | 0.67% | Q1 2026 | May 11, 2026 |
| Prudent Man Advisors, LLC | History | No change | 2,978 | 229 | 0.07% | 0.08% | 828 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,956 | 228 | 0.01% | 0.01% | 829 | -161 | -5.17% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | No change | 2,960 | 228 | 0.03% | 0.03% | 830 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 2,925 | 225 | 0.06% | 0.06% | 831 | -32 | -1.08% | Q1 2026 | Apr 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 2,916 | 225 | 0.02% | 0.02% | 834 | +17 | 0.59% | Q1 2026 | Apr 08, 2026 |
| United Advisor Group, LLC | History | Reduced | 2,923 | 225 | 0.03% | 0.03% | 833 | -2 | -0.07% | Q1 2026 | Apr 17, 2026 |
| Investment Advisory Group, LLC | History | No change | 2,925 | 225 | 0.06% | 0.06% | 832 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 2,880 | 222 | 0.1% | 0.2% | 836 | -2,476 | -46.23% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,885 | 222 | 0.0% | 0.0% | 835 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 2,863 | 222 | 0.19% | 0.19% | 837 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 2,854 | 220 | 0.14% | 0.15% | 838 | +106 | 3.86% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | New | 2,829 | 218 | 0.0% | — | 841 | +2,829 | New | Q1 2026 | May 14, 2026 |
| Hardworking Capital Advisors, LLC | History | Added to | 2,835 | 218 | 0.2% | 0.19% | 840 | +116 | 4.27% | Q1 2026 | May 08, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 2,834 | 218 | 0.03% | 0.03% | 839 | -19 | -0.67% | Q1 2026 | Apr 30, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 2,800 | 216 | 0.04% | 0.04% | 842 | -259 | -8.47% | Q1 2026 | May 01, 2026 |
| Transcendent Capital Group LLC | History | No change | 2,810 | 216 | 0.1% | 0.1% | 843 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 2,782 | 214 | 0.01% | 0.01% | 844 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 2,754 | 212 | 0.2% | — | 845 | +2,754 | New | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, LLC | History | New | 2,743 | 211 | 0.04% | — | 849 | +2,743 | New | Q1 2026 | May 11, 2026 |
| LifeSteps Financial, Inc. | History | New | 2,739 | 211 | 0.13% | — | 848 | +2,739 | New | Q1 2026 | Apr 22, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 2,741 | 211 | 0.05% | 0.06% | 847 | -227 | -7.65% | Q1 2026 | Apr 09, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 2,737 | 211 | 0.01% | 0.01% | 846 | +65 | 2.43% | Q1 2026 | May 14, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,679 | 206 | 0.11% | 0.1% | 852 | -51 | -1.87% | Q1 2026 | May 14, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 2,675 | 206 | 0.07% | 0.07% | 850 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,677 | 206 | 0.01% | 0.01% | 851 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 2,668 | 205 | 0.03% | 0.03% | 853 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 2,645 | 204 | 0.04% | — | 854 | +2,645 | New | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | New | 2,640 | 203 | 0.01% | — | 855 | +2,640 | New | Q1 2026 | May 14, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Reduced | 2,621 | 202 | 0.19% | 0.21% | 858 | -400 | -13.24% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,628 | 202 | 0.01% | 0.01% | 856 | +376 | 16.7% | Q1 2026 | May 05, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 2,623 | 202 | 0.14% | 0.14% | 857 | -26 | -0.98% | Q1 2026 | May 12, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 2,610 | 201 | 0.07% | 0.1% | 859 | +18 | 0.69% | Q1 2026 | Apr 20, 2026 |
| Capital Square, LLC | History | New | 2,585 | 200 | 0.09% | — | 861 | +2,585 | New | Q1 2026 | May 11, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 2,593 | 200 | 0.05% | 0.05% | 860 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arkos Global Advisors | History | New | 2,426 | 187 | 0.02% | — | 862 | +2,426 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,340 | 180 | 0.01% | 0.0% | 863 | +1,685 | 257.25% | Q1 2026 | Apr 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 2,325 | 179 | 0.11% | 0.12% | 864 | +129 | 5.87% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,305 | 177 | 0.0% | 0.0% | 865 | +1,909 | 482.07% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 2,294 | 177 | 0.06% | 0.06% | 866 | +132 | 6.11% | Q1 2026 | Apr 28, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,201 | 169 | 0.0% | 0.0% | 867 | +220 | 11.11% | Q1 2026 | Apr 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 2,196 | 169 | 0.04% | 0.04% | 868 | +4 | 0.18% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,165 | 167 | 0.0% | — | 870 | +2,165 | New | Q1 2026 | Apr 29, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Added to | 2,172 | 167 | 0.13% | 0.13% | 869 | +4 | 0.18% | Q1 2026 | Apr 24, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,041 | 157 | 0.02% | 0.02% | 871 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| POM Investment Strategies, LLC | History | New | 2,034 | 156 | 0.19% | — | 872 | +2,034 | New | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | New | 2,003 | 154 | 0.0% | — | 873 | +2,003 | New | Q1 2026 | Apr 07, 2026 |
| Crews Bank & Trust | History | No change | 1,961 | 151 | 0.02% | 0.02% | 874 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wellington Grp LLC | History | New | 1,885 | 145 | 0.04% | — | 875 | +1,885 | New | Q1 2026 | May 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,844 | 142 | 0.01% | 0.01% | 876 | -15 | -0.81% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | Added to | 1,819 | 140 | 0.03% | 0.02% | 877 | +402 | 28.37% | Q1 2026 | May 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,812 | 139 | 0.03% | 0.02% | 878 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,750 | 136 | 0.01% | 0.01% | 879 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,709 | 133 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | New | 1,720 | 132 | 0.08% | — | 881 | +1,720 | New | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Reduced | 1,635 | 126 | 0.01% | 0.01% | 882 | -100 | -5.76% | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | No change | 1,644 | 126 | 0.04% | 0.06% | 883 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CX Institutional | History | Reduced | 1,498 | 116 | 0.0% | 0.01% | 884 | -1,039 | -40.95% | Q1 2026 | Apr 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,500 | 115 | 0.02% | 0.02% | 885 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 1,426 | 110 | 0.01% | — | 886 | +1,426 | New | Q1 2026 | Apr 09, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 1,424 | 109 | 0.04% | 0.03% | 887 | +238 | 20.07% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,393 | 108 | 0.03% | 0.03% | 888 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,359 | 104 | 0.01% | 0.01% | 889 | -23 | -1.66% | Q1 2026 | Apr 17, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,336 | 103 | 0.06% | 0.02% | 892 | +925 | 225.06% | Q1 2026 | May 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 1,335 | 103 | 0.03% | 0.02% | 890 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | No change | 1,339 | 103 | 0.01% | 0.01% | 891 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,319 | 101 | 0.0% | 0.0% | 893 | +77 | 6.2% | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,297 | 100 | 0.06% | 0.06% | 894 | +9 | 0.7% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | Reduced | 1,292 | 99 | 0.02% | 0.02% | 895 | -154 | -10.65% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,277 | 98 | 0.05% | 0.04% | 896 | +108 | 9.24% | Q1 2026 | May 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,151 | 88 | 0.01% | 0.01% | 897 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | Added to | 1,135 | 87 | 0.02% | 0.02% | 898 | +8 | 0.71% | Q1 2026 | Apr 10, 2026 |
| Archer Investment Corp | History | Reduced | 1,114 | 85 | 0.02% | 0.02% | 899 | -241 | -17.79% | Q1 2026 | May 04, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 1,100 | 84 | 0.02% | 0.01% | 901 | +279 | 33.98% | Q1 2026 | Apr 20, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,091 | 84 | 0.0% | 0.0% | 900 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,049 | 80 | 0.01% | 0.01% | 902 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 999 | 77 | 0.02% | 0.01% | 903 | +7 | 0.71% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Added to | 989 | 76 | 0.0% | 0.0% | 904 | +212 | 27.28% | Q1 2026 | Apr 27, 2026 |
| North Star Investment Management Corp. | History | Added to | 972 | 75 | 0.0% | 0.0% | 905 | +4 | 0.41% | Q1 2026 | Apr 23, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 962 | 74 | 0.02% | — | 906 | +962 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 962 | 74 | 0.02% | — | 907 | +962 | New | Q1 2026 | May 13, 2026 |
| Pioneer Family Office, LLC | History | No change | 909 | 70 | 0.04% | 0.05% | 908 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 900 | 69 | 0.0% | — | 910 | +900 | New | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 900 | 69 | 0.01% | 0.01% | 909 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Nova Wealth Management, Inc. | History | New | 890 | 68 | 0.04% | — | 912 | +890 | New | Q1 2026 | Apr 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 894 | 68 | 0.01% | 0.0% | 911 | +864 | 2880.0% | Q1 2026 | May 05, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 803 | 61 | 0.02% | 0.01% | 913 | +288 | 55.92% | Q1 2026 | Apr 23, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 768 | 59 | 0.02% | 0.03% | 915 | -196 | -20.33% | Q1 2026 | May 01, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 770 | 59 | 0.07% | 0.07% | 914 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 735 | 56 | 0.03% | 0.03% | 916 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Morse Asset Management, Inc | History | Reduced | 700 | 54 | 0.01% | 0.02% | 917 | -300 | -30.0% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 668 | 51 | 0.0% | 0.0% | 918 | +168 | 33.6% | Q1 2026 | May 04, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 659 | 50 | 0.03% | 0.03% | 920 | -26 | -3.8% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | No change | 651 | 50 | 0.01% | 0.01% | 919 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 633 | 48 | 0.0% | 0.0% | 922 | -138 | -17.9% | Q1 2026 | Apr 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 629 | 48 | 0.0% | 0.0% | 921 | -100 | -13.72% | Q1 2026 | Apr 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 611 | 47 | 0.03% | 0.04% | 923 | +15 | 2.52% | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 596 | 46 | 0.01% | 0.01% | 924 | +36 | 6.43% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 595 | 45 | 0.01% | 0.01% | 925 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 578 | 44 | 0.0% | 0.0% | 928 | -9,318 | -94.16% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 574 | 44 | 0.01% | 0.01% | 930 | +56 | 10.81% | Q1 2026 | Apr 24, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 575 | 44 | 0.0% | 0.0% | 926 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | No change | 577 | 44 | 0.02% | 0.02% | 927 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CNB Bank | History | No change | 577 | 44 | 0.02% | 0.02% | 929 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 552 | 42 | 0.0% | 0.0% | 931 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HOWE & RUSLING INC | History | No change | 511 | 39 | 0.0% | 0.0% | 932 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 480 | 37 | 0.0% | — | 934 | +480 | New | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 484 | 37 | 0.0% | 0.0% | 933 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Darwin Wealth Management, LLC | History | New | 466 | 35 | 0.01% | — | 936 | +466 | New | Q1 2026 | May 01, 2026 |
| Bangor Savings Bank | History | Added to | 465 | 35 | 0.0% | 0.0% | 935 | +74 | 18.93% | Q1 2026 | Apr 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 436 | 33 | 0.0% | 0.0% | 937 | +64 | 17.2% | Q1 2026 | May 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 440 | 33 | 0.02% | 0.02% | 938 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Coastline Trust Co | History | No change | 405 | 31 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 406 | 31 | 0.0% | 0.0% | 940 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 390 | 30 | 0.02% | 1.25% | 941 | -21,144 | -98.19% | Q1 2026 | Apr 16, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 370 | 28 | 0.01% | 0.0% | 942 | +139 | 60.17% | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | No change | 375 | 28 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Blue Trust, Inc. | History | No change | 371 | 28 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, Inc. | History | New | 361 | 27 | 0.0% | — | 945 | +361 | New | Q1 2026 | May 07, 2026 |
| Hurley Capital, LLC | History | No change | 341 | 26 | 0.01% | 0.01% | 946 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 346 | 26 | 0.01% | 0.01% | 947 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 334 | 25 | 0.0% | — | 948 | +334 | New | Q1 2026 | May 14, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 314 | 24 | 0.01% | 0.01% | 951 | +1 | 0.32% | Q1 2026 | Apr 27, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 320 | 24 | 0.02% | 0.02% | 949 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LGT Financial Advisors LLC | History | No change | 323 | 24 | 0.12% | 0.15% | 950 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Monetary Solutions, Ltd | History | No change | 312 | 24 | 0.02% | 0.02% | 952 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | New | 299 | 23 | 0.0% | — | 954 | +299 | New | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 301 | 23 | 0.0% | 0.0% | 953 | +51 | 20.4% | Q1 2026 | Apr 21, 2026 |
| Vision Retirement, LLC | History | New | 291 | 22 | 0.01% | — | 956 | +291 | New | Q1 2026 | May 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 295 | 22 | 0.01% | 0.01% | 955 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 283 | 21 | 0.02% | — | 958 | +283 | New | Q1 2026 | May 15, 2026 |
| Red Tortoise LLC | History | New | 274 | 21 | 0.01% | — | 957 | +274 | New | Q1 2026 | Apr 21, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 246 | 18 | 0.0% | 0.02% | 959 | -1,435 | -85.37% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 240 | 18 | 0.0% | 0.0% | 960 | +60 | 33.33% | Q1 2026 | Apr 29, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 228 | 17 | 0.0% | — | 964 | +228 | New | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 227 | 17 | 0.01% | 0.02% | 962 | -54 | -19.22% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 225 | 17 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Networth Advisors, LLC | History | No change | 223 | 17 | 0.01% | 0.01% | 963 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 211 | 16 | 0.0% | 0.0% | 966 | -347 | -62.19% | Q1 2026 | Apr 10, 2026 |
| SFAM, LLC | History | No change | 210 | 16 | 0.01% | 0.01% | 965 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 213 | 16 | 0.01% | 0.01% | 967 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | New | 207 | 15 | 0.0% | — | 968 | +207 | New | Q1 2026 | May 06, 2026 |
| Key Capital Management, INC | History | New | 194 | 14 | 0.01% | — | 972 | +194 | New | Q1 2026 | May 07, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 193 | 14 | 0.01% | 0.01% | 971 | +1 | 0.52% | Q1 2026 | Apr 07, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 182 | 14 | 0.0% | 0.0% | 969 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Winthrop Capital Management, LLC | History | No change | 178 | 14 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 173 | 13 | 0.01% | — | 975 | +173 | New | Q1 2026 | Apr 21, 2026 |
| McIlrath & Eck, LLC | History | No change | 177 | 13 | 0.0% | 0.0% | 973 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 175 | 13 | 0.02% | 0.02% | 974 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 160 | 12 | 0.0% | — | 978 | +160 | New | Q1 2026 | May 07, 2026 |
| Bell Investment Advisors, Inc | History | New | 156 | 12 | 0.0% | — | 977 | +156 | New | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 155 | 12 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pflug Koory, LLC | History | Added to | 153 | 11 | 0.01% | 0.01% | 979 | +1 | 0.66% | Q1 2026 | Apr 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 152 | 11 | 0.01% | 0.01% | 980 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Reduced | 132 | 10 | 0.03% | 0.01% | 981 | -3,814 | -96.65% | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 142 | 10 | 0.0% | — | 982 | +142 | New | Q1 2026 | Apr 13, 2026 |
| Clark Wealth Partners | History | No change | 126 | 9 | 0.01% | 0.01% | 983 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | No change | 110 | 8 | 0.0% | 0.0% | 984 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 104 | 8 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EFG International AG | History | New | 93 | 7 | 0.0% | — | 990 | +93 | New | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | New | 91 | 7 | 0.0% | — | 989 | +91 | New | Q1 2026 | Apr 15, 2026 |
| Covestor Ltd | History | Added to | 94 | 7 | 0.0% | 0.0% | 987 | +2 | 2.17% | Q1 2026 | May 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 92 | 7 | 0.0% | 0.0% | 986 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 99 | 7 | 0.01% | 0.01% | 988 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 90 | 6 | 0.0% | 0.0% | 991 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 77 | 6 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Investors Research Corp | History | No change | 84 | 6 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 75 | 5 | 0.0% | — | 994 | +75 | New | Q1 2026 | Apr 23, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 66 | 5 | 0.0% | — | 995 | +66 | New | Q1 2026 | May 15, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | New | 64 | 4 | 0.0% | — | 997 | +64 | New | Q1 2026 | Apr 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 56 | 4 | 0.0% | 0.0% | 996 | +30 | 115.38% | Q1 2026 | May 11, 2026 |
| Napier Financial, LLC | History | New | 42 | 3 | 0.0% | — | 1003 | +42 | New | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 47 | 3 | 0.0% | 0.0% | 998 | -25 | -34.72% | Q1 2026 | May 12, 2026 |
| Legacy Bridge, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | No change | 43 | 3 | 0.0% | 0.0% | 1000 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IMG Wealth Management, Inc. | History | No change | 48 | 3 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Eukles Asset Management | History | Reduced | 29 | 2 | 0.0% | 0.03% | 1005 | -1,077 | -97.38% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 30 | 2 | 0.0% | — | 1011 | +30 | New | Q1 2026 | Apr 09, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 28 | 2 | 0.0% | 0.0% | 1004 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Valued Wealth Advisors LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Transce3nd, LLC | History | No change | 30 | 2 | 0.02% | 0.02% | 1009 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 37 | 2 | 0.0% | 0.0% | 1010 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 24 | 1 | 0.0% | — | 1016 | +24 | New | Q1 2026 | May 05, 2026 |
| BALLAST ADVISORS LLC | History | New | 18 | 1 | 0.0% | — | 1014 | +18 | New | Q1 2026 | May 12, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | New | 18 | 1 | 0.0% | — | 1015 | +18 | New | Q1 2026 | Apr 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 1012 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clayton Financial Group LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1013 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Diana Davis Spencer Foundation | History | Closed out | 0 | 0 | — | 37.48% | — | -1,426,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -197,810 | -100.0% | Q1 2026 | May 11, 2026 |
| Refined Wealth Management | History | Closed out | 0 | 0 | — | 5.14% | — | -98,070 | -100.0% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -97,827 | -100.0% | Q1 2026 | Apr 23, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.11% | — | -77,000 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 4.26% | — | -72,757 | -100.0% | Q1 2026 | May 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.58% | — | -66,582 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 1.29% | — | -56,517 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -51,732 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -25,091 | -100.0% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -17,706 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -16,959 | -100.0% | Q1 2026 | May 18, 2026 |
| Eagle Strategies LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -16,762 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -12,833 | -100.0% | Q1 2026 | May 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,333 | -100.0% | Q1 2026 | May 11, 2026 |
| LCW Services, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -9,799 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -9,784 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,799 | -100.0% | Q1 2026 | May 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -6,599 | -100.0% | Q1 2026 | May 05, 2026 |
| Facet Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,397 | -100.0% | Q1 2026 | May 07, 2026 |
| Magnolia Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -6,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,316 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ATMOS ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -5,077 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,753 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,692 | -100.0% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,630 | -100.0% | Q1 2026 | May 05, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,584 | -100.0% | Q1 2026 | May 08, 2026 |
| Stockman Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,264 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,181 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,428 | -100.0% | Q1 2026 | May 05, 2026 |
| Essex Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -3,141 | -100.0% | Q1 2026 | Apr 17, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,053 | -100.0% | Q1 2026 | May 08, 2026 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,967 | -100.0% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,792 | -100.0% | Q1 2026 | May 08, 2026 |
| Glenview Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,728 | -100.0% | Q1 2026 | May 08, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,696 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,580 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,874 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,620 | -100.0% | Q1 2026 | May 04, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,114 | -100.0% | Q1 2026 | May 14, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -657 | -100.0% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -626 | -100.0% | Q1 2026 | May 12, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -528 | -100.0% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q1 2026 | May 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q1 2026 | May 01, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 6 | 0 | — | 0.0% | — | -85 | -93.41% | Q1 2026 | Apr 20, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -62 | -100.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Destiny Wealth Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 11, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 11, 2026 |
| Mosley Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 27, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | May 08, 2026 |
| Richardson Capital Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |