VANGUARD BOND INDEX FUNDS - BND
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 142,837,967 | 10,495,733 | 0.67% | 0.65% | 1 | +3,208,380 | 2.3% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 134,816,565 | 9,927,891 | 6.11% | 6.13% | 2 | +3,913,767 | 2.99% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 125,018,604 | 9,206,370 | 0.55% | 0.55% | 3 | +89,124 | 0.07% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 121,385,406 | 8,938,821 | 6.06% | 6.24% | 4 | +3,604,204 | 3.06% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 78,903,250 | 5,844,362 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 56,134,617 | 4,133,752 | 16.21% | — | 6 | +56,134,617 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 26,033,142 | 1,917,080 | 0.36% | 0.33% | 7 | +1,389,558 | 5.64% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 25,672,831 | 1,890,547 | 0.14% | 0.13% | 8 | +1,720,405 | 7.18% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 24,193,579 | 1,781,615 | 7.22% | 6.45% | 9 | +2,920,592 | 13.73% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,879,834 | 1,758,510 | 0.47% | 0.47% | 10 | +2,409,801 | 11.22% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 19,093,602 | 1,406,052 | 0.37% | 0.38% | 11 | +506,926 | 2.73% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 18,628,006 | 1,371,765 | 1.26% | 1.31% | 12 | +772,895 | 4.33% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 17,033,303 | 1,254,332 | 0.68% | — | 13 | +17,033,303 | New | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 16,874,567 | 1,242,643 | 6.0% | 3.39% | 14 | +8,819,590 | 109.49% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 13,731,470 | 1,011,185 | 0.12% | 0.13% | 15 | -527,154 | -3.7% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 12,121,494 | 892,626 | 0.77% | 0.78% | 16 | -766,236 | -5.95% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 11,054,067 | 814,021 | 0.02% | — | 17 | +11,054,067 | New | Q1 2026 | May 15, 2026 |
| Arizona PSPRS Trust | History | Added to | 9,869,636 | 726,799 | 26.74% | 26.74% | 18 | +62,627 | 0.64% | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 9,443,157 | 695,028 | 0.16% | 0.1% | 19 | +3,483,360 | 58.45% | Q1 2026 | May 15, 2026 |
| Mastercard Foundation Asset Management Corp | History | No change | 8,862,905 | 652,664 | 1.94% | 1.6% | 20 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 8,627,785 | 635,350 | 9.12% | 9.47% | 21 | +674,178 | 8.48% | Q1 2026 | Apr 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 8,579,414 | 631,788 | 23.1% | 22.43% | 22 | +572,921 | 7.16% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 8,538,607 | 628,783 | 0.01% | 0.01% | 23 | -32,459 | -0.38% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,756,971 | 571,223 | 0.18% | 0.18% | 24 | +21,863 | 0.28% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,625,939 | 561,574 | 0.6% | 0.62% | 25 | -65,646 | -0.85% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 7,113,723 | 523,854 | 9.08% | 8.72% | 26 | +476,974 | 7.19% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 6,762,413 | 497,984 | 0.07% | 0.07% | 27 | +546,497 | 8.79% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,577,371 | 410,717 | 0.07% | 0.07% | 28 | +126,398 | 2.32% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 5,348,975 | 393,898 | 0.01% | 0.01% | 29 | +155,911 | 3.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,230,610 | 381,156 | 0.55% | 0.41% | 30 | +1,042,241 | 24.88% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 4,951,598 | 364,635 | 0.74% | 0.7% | 31 | +314,725 | 6.79% | Q1 2026 | May 06, 2026 |
| Composition Wealth, LLC | History | Added to | 4,241,740 | 312,361 | 4.29% | 3.22% | 32 | +1,209,458 | 39.89% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,207,293 | 307,642 | 0.15% | 0.16% | 33 | +626,886 | 17.51% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,053,484 | 298,501 | 0.32% | 0.33% | 34 | -17,796 | -0.44% | Q1 2026 | May 05, 2026 |
| M&T BANK CORP | History | Added to | 4,016,196 | 295,752 | 1.01% | 0.91% | 35 | +178,914 | 4.66% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,622,747 | 266,779 | 0.15% | 0.15% | 36 | -114,613 | -3.07% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,600,796 | 265,162 | 0.06% | 0.07% | 37 | -30,746 | -0.85% | Q1 2026 | May 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 3,215,296 | 236,774 | 0.79% | 0.72% | 38 | +213,535 | 7.11% | Q1 2026 | Apr 24, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 2,748,378 | 202,390 | 5.16% | 4.87% | 39 | +204,260 | 8.03% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,707,953 | 199,414 | 0.51% | 0.49% | 40 | +223,668 | 9.0% | Q1 2026 | Apr 30, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 2,655,286 | 195,535 | 3.95% | 3.94% | 41 | +10,031 | 0.38% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,644,586 | 194,747 | 0.54% | 0.5% | 42 | -140,046 | -5.03% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,599,326 | 191,414 | 1.01% | 0.9% | 43 | +871,946 | 50.48% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,596,461 | 191,203 | 0.26% | 0.27% | 44 | -186,584 | -6.7% | Q1 2026 | Apr 27, 2026 |
| Stairway Partners, LLC | History | Added to | 2,573,111 | 189,483 | 9.82% | 9.59% | 45 | +73,200 | 2.93% | Q1 2026 | Apr 02, 2026 |
| CHOREO, LLC | History | Added to | 2,439,340 | 179,627 | 2.21% | 2.04% | 46 | +280,945 | 13.02% | Q1 2026 | May 12, 2026 |
| Foster Group, Inc. | History | Added to | 2,434,537 | 179,279 | 5.34% | 5.18% | 47 | +121,922 | 5.27% | Q1 2026 | Apr 13, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,395,967 | 176,438 | 2.73% | 2.9% | 48 | +19,254 | 0.81% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,359,609 | 173,777 | 0.25% | 0.23% | 49 | +206,240 | 9.58% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,206,842 | 162,511 | 8.6% | 8.4% | 50 | +129,014 | 6.21% | Q1 2026 | Apr 24, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 2,192,270 | 161,394 | 11.31% | 10.54% | 51 | +314,424 | 16.74% | Q1 2026 | Apr 24, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 2,156,873 | 157,688 | 15.72% | 14.42% | 52 | +136,173 | 6.74% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,122,005 | 156,264 | 2.71% | 2.58% | 53 | +216,798 | 11.38% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 2,113,128 | 155,559 | 0.18% | 0.15% | 54 | +429,054 | 25.48% | Q1 2026 | May 13, 2026 |
| MCMORGAN & CO LLC | History | Added to | 1,995,233 | 146,928 | 23.77% | 24.13% | 55 | +28,856 | 1.47% | Q1 2026 | May 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 1,889,555 | 139,146 | 8.89% | 8.36% | 56 | +108,446 | 6.09% | Q1 2026 | Apr 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,825,484 | 134,428 | 1.49% | 1.79% | 57 | +38,417 | 2.15% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,822,695 | 134,223 | 0.52% | — | 58 | +1,822,695 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,817,727 | 133,857 | 0.19% | 0.17% | 59 | +128,801 | 7.63% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Added to | 1,796,418 | 133,042 | 1.97% | 2.42% | 60 | +142,630 | 8.62% | Q1 2026 | Apr 20, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 1,782,940 | 131,527 | 11.8% | 11.71% | 61 | +71,054 | 4.15% | Q1 2026 | Apr 20, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 1,771,936 | 130,485 | 7.03% | 6.96% | 62 | +5,966 | 0.34% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Added to | 1,748,560 | 128,763 | 5.51% | 4.99% | 63 | +186,402 | 11.93% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 1,733,719 | 127,671 | 0.28% | 0.29% | 64 | -19,939 | -1.14% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Reduced | 1,601,843 | 117,960 | 0.22% | 0.24% | 65 | -116,262 | -6.77% | Q1 2026 | May 14, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 1,591,957 | 117,231 | 17.78% | 19.72% | 66 | -90,130 | -5.36% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 1,583,689 | 116,622 | 2.53% | 2.5% | 67 | +149,849 | 10.45% | Q1 2026 | May 04, 2026 |
| Trajan Wealth LLC | History | Added to | 1,556,487 | 114,619 | 4.63% | 4.39% | 68 | +134,025 | 9.42% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,545,387 | 113,802 | 4.39% | 4.79% | 69 | -67,564 | -4.19% | Q1 2026 | Apr 28, 2026 |
| Efficient Advisors, LLC | History | Added to | 1,543,560 | 113,667 | 8.07% | 6.54% | 70 | +31,866 | 2.11% | Q1 2026 | Apr 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,540,374 | 113,433 | 0.07% | 0.04% | 71 | +654,161 | 73.82% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Reduced | 1,491,319 | 109,820 | 12.25% | 17.38% | 72 | -388,213 | -20.65% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,431,140 | 105,389 | 7.08% | 6.87% | 73 | +68,196 | 5.0% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,426,107 | 105,018 | 0.84% | 1.02% | 74 | +272,044 | 23.57% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,424,547 | 104,903 | 1.19% | 1.31% | 75 | -142,131 | -9.07% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,406,434 | 103,569 | 0.39% | 0.39% | 76 | +124,202 | 9.69% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,403,857 | 103,380 | 1.2% | 1.19% | 77 | +79,661 | 6.02% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,388,516 | 102,250 | 3.48% | 3.63% | 78 | -16,040 | -1.14% | Q1 2026 | Apr 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 1,346,630 | 99,165 | 4.81% | 4.63% | 79 | +47,617 | 3.67% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,319,664 | 97,180 | 0.54% | 0.39% | 80 | -195,924 | -12.93% | Q1 2026 | Apr 29, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 1,316,515 | 96,948 | 2.19% | 2.19% | 81 | +34,789 | 2.71% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,316,285 | 96,933 | 0.39% | 0.37% | 82 | +19,460 | 1.5% | Q1 2026 | May 11, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 1,294,629 | 95,336 | 13.16% | 11.2% | 83 | +191,050 | 17.31% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,286,917 | 95,321 | 0.03% | 0.02% | 84 | +512,121 | 66.1% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,272,662 | 93,718 | 0.12% | 0.11% | 85 | +10,675 | 0.85% | Q1 2026 | May 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 1,190,886 | 87,696 | 10.53% | 10.69% | 86 | +57,893 | 5.11% | Q1 2026 | Apr 24, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 1,149,292 | 84,633 | 12.27% | 11.34% | 87 | +62,037 | 5.71% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,144,831 | 82,993 | 0.17% | 0.15% | 88 | -296,517 | -20.57% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,123,323 | 82,721 | 0.15% | 0.03% | 89 | +994,161 | 769.7% | Q1 2026 | May 01, 2026 |
| ALPS ADVISORS INC | History | Reduced | 1,121,934 | 82,619 | 0.39% | 0.55% | 90 | -155,145 | -12.15% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,115,685 | 82,159 | 0.12% | 0.13% | 91 | -50,645 | -4.34% | Q1 2026 | May 15, 2026 |
| NEOS Investment Management LLC | History | Added to | 1,107,859 | 81,305 | 0.41% | 0.38% | 92 | +225,728 | 25.59% | Q1 2026 | May 15, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 1,102,510 | 81,188 | 13.64% | 13.1% | 93 | +70,597 | 6.84% | Q1 2026 | Apr 14, 2026 |
| Constellation Investments, Inc. | History | New | 1,100,000 | 81,004 | 2.69% | — | 94 | +1,100,000 | New | Q1 2026 | Apr 22, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 1,085,910 | 80,433 | 19.08% | 19.08% | 95 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Added to | 1,079,257 | 79,477 | 36.38% | 22.87% | 96 | +614,886 | 132.41% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,078,632 | 79,430 | 0.01% | 0.0% | 97 | +1,069,424 | 11614.07% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,072,338 | 78,966 | 0.09% | 0.09% | 98 | +21,709 | 2.07% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,047,183 | 77,114 | 0.57% | 0.6% | 99 | +31,327 | 3.08% | Q1 2026 | Apr 15, 2026 |
| Partners in Financial Planning | History | Added to | 1,046,572 | 77,069 | 12.78% | 12.34% | 100 | +62,257 | 6.32% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 1,036,060 | 76,295 | 0.11% | 0.11% | 101 | +59,951 | 6.14% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,026,577 | 76,038 | 0.3% | 0.3% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,031,002 | 75,923 | 0.07% | 0.05% | 103 | +272,503 | 35.93% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,004,275 | 73,954 | 0.36% | 0.29% | 104 | +246,082 | 32.46% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 984,794 | 72,520 | 0.09% | 0.09% | 105 | -27,207 | -2.69% | Q1 2026 | May 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 968,610 | 71,328 | 7.28% | 7.36% | 106 | -1,992 | -0.21% | Q1 2026 | May 07, 2026 |
| Trust Co | History | Added to | 965,242 | 71,080 | 6.66% | 6.57% | 107 | +20,228 | 2.14% | Q1 2026 | Apr 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 960,042 | 70,697 | 0.14% | 0.15% | 108 | -76,064 | -7.34% | Q1 2026 | May 14, 2026 |
| Apriem Advisors | History | Reduced | 935,329 | 68,877 | 6.57% | 7.03% | 109 | -98,142 | -9.5% | Q1 2026 | May 14, 2026 |
| BTC Capital Management, Inc. | History | Added to | 925,778 | 68,178 | 4.61% | 4.48% | 110 | +54,043 | 6.2% | Q1 2026 | Apr 20, 2026 |
| Brio Consultants, LLC | History | Added to | 925,546 | 67,787 | 8.29% | 8.58% | 111 | +33,730 | 3.78% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 919,306 | 67,697 | 0.01% | 0.07% | 112 | -4,251,815 | -82.22% | Q1 2026 | May 05, 2026 |
| Joule Financial, LLC | History | Added to | 917,595 | 67,571 | 19.68% | 19.95% | 113 | +18,722 | 2.08% | Q1 2026 | Apr 14, 2026 |
| TSG Advice Partners, LLC | History | Added to | 905,636 | 66,691 | 9.99% | 8.01% | 114 | +196,843 | 27.77% | Q1 2026 | Apr 24, 2026 |
| Zhang Financial LLC | History | Added to | 899,249 | 66,220 | 2.29% | 1.91% | 115 | +207,604 | 30.02% | Q1 2026 | May 06, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 883,154 | 65,035 | 2.73% | 2.54% | 116 | -571 | -0.06% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 843,135 | 62,088 | 4.16% | 6.31% | 117 | -416,426 | -33.06% | Q1 2026 | Apr 10, 2026 |
| Symmetry Partners, LLC | History | Added to | 832,346 | 61,293 | 3.5% | 3.23% | 118 | +96,141 | 13.06% | Q1 2026 | Apr 27, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 828,114 | 60,982 | 5.48% | 5.65% | 119 | +8,391 | 1.02% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 817,815 | 60,223 | 3.8% | 4.41% | 120 | -86,301 | -9.55% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 808,536 | 59,540 | 1.64% | 1.61% | 121 | +20,669 | 2.62% | Q1 2026 | Apr 23, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 807,177 | 59,440 | 7.68% | 7.25% | 122 | +28,073 | 3.6% | Q1 2026 | May 05, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 797,786 | 58,589 | 9.59% | 11.26% | 123 | -123,099 | -13.37% | Q1 2026 | Apr 20, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 790,110 | 58,183 | 2.57% | 3.47% | 124 | -249,778 | -24.02% | Q1 2026 | Apr 09, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 789,600 | 58,146 | 3.36% | 5.24% | 125 | -717,300 | -47.6% | Q1 2026 | Apr 16, 2026 |
| Newton One Investments LLC | History | Added to | 786,765 | 57,937 | 15.72% | 16.6% | 126 | +26,877 | 3.54% | Q1 2026 | Apr 24, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 783,746 | 57,715 | 8.39% | 8.06% | 127 | +12,484 | 1.62% | Q1 2026 | Apr 08, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 782,000 | 57,586 | 2.11% | 1.78% | 128 | +62,000 | 8.61% | Q1 2026 | May 06, 2026 |
| Steele Capital Management, Inc. | History | Added to | 760,472 | 56,001 | 2.32% | 1.78% | 129 | +201,327 | 36.01% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 749,709 | 55,208 | 0.43% | 0.43% | 130 | +22,194 | 3.05% | Q1 2026 | May 01, 2026 |
| Twele Capital Management, Inc. | History | Added to | 748,499 | 55,119 | 9.83% | 9.76% | 131 | +11,243 | 1.52% | Q1 2026 | Apr 07, 2026 |
| Elm Partners Management LLC | History | Reduced | 745,556 | 54,783 | 2.37% | 3.33% | 132 | -246,416 | -24.84% | Q1 2026 | May 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 739,826 | 54,480 | 2.4% | 2.37% | 133 | +22,373 | 3.12% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 738,514 | 54,221 | 0.51% | 0.74% | 134 | -193,898 | -20.8% | Q1 2026 | Apr 07, 2026 |
| Cambridge Advisors Inc. | History | Added to | 730,638 | 53,804 | 10.44% | 10.3% | 135 | +45 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Avior Wealth Management, LLC | History | Added to | 730,405 | 53,787 | 1.53% | 1.13% | 136 | +241,280 | 49.33% | Q1 2026 | Apr 09, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 725,952 | 53,459 | 20.64% | 21.32% | 137 | -19,214 | -2.58% | Q1 2026 | Apr 29, 2026 |
| West Financial Advisors, LLC | History | Added to | 719,344 | 52,972 | 8.99% | 8.91% | 138 | +6,423 | 0.9% | Q1 2026 | Apr 08, 2026 |
| Essential Planning, LLC. | History | Reduced | 716,173 | 52,738 | 16.77% | 17.39% | 139 | -20,106 | -2.73% | Q1 2026 | Apr 22, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 713,200 | 52,520 | 0.83% | 0.86% | 140 | -3,292 | -0.46% | Q1 2026 | May 13, 2026 |
| SimpliFi, Inc. | History | Added to | 691,501 | 50,922 | 21.38% | 21.3% | 141 | +11,654 | 1.71% | Q1 2026 | Apr 22, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 687,727 | 50,644 | 13.95% | 13.93% | 142 | +13,228 | 1.96% | Q1 2026 | Apr 14, 2026 |
| GuidedMoney, LLC | History | Added to | 686,802 | 50,576 | 26.55% | 26.1% | 143 | +27,084 | 4.11% | Q1 2026 | May 05, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 679,323 | 50,025 | 8.13% | 8.03% | 144 | +15,018 | 2.26% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | Added to | 672,981 | 49,558 | 4.23% | 3.97% | 145 | +68,432 | 11.32% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 671,518 | 49,450 | 1.52% | 1.66% | 146 | -93,327 | -12.2% | Q1 2026 | May 14, 2026 |
| Arkos Global Advisors | History | Reduced | 668,994 | 49,265 | 6.18% | 6.42% | 147 | -9,729 | -1.43% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 667,292 | 49,139 | 0.48% | 0.42% | 148 | +90,134 | 15.62% | Q1 2026 | May 08, 2026 |
| Howard Capital Management Inc. | History | No change | 661,100 | 48,683 | 0.8% | 0.63% | 149 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 646,202 | 47,586 | 6.05% | 4.64% | 150 | +167,908 | 35.11% | Q1 2026 | Apr 16, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 630,752 | 46,448 | 20.03% | 19.88% | 151 | +36,998 | 6.23% | Q1 2026 | May 01, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 624,975 | 46,023 | 22.14% | 21.39% | 152 | +31,614 | 5.33% | Q1 2026 | Apr 22, 2026 |
| Boston Partners | History | Reduced | 616,170 | 45,374 | 0.05% | 0.05% | 153 | -4,701 | -0.76% | Q1 2026 | May 11, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 611,049 | 44,997 | 8.07% | 7.59% | 154 | +93,653 | 18.1% | Q1 2026 | Apr 10, 2026 |
| Jordan Park Group LLC | History | Added to | 610,934 | 44,989 | 2.4% | 2.28% | 155 | +79,957 | 15.06% | Q1 2026 | May 11, 2026 |
| Gridiron Partners, LLC | History | Reduced | 589,666 | 43,275 | 26.44% | 24.98% | 156 | -2,353 | -0.4% | Q1 2026 | Apr 13, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 585,128 | 43,088 | 2.28% | 2.3% | 157 | -4,462 | -0.76% | Q1 2026 | Apr 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 581,483 | 42,820 | 1.14% | 0.37% | 158 | +388,269 | 200.95% | Q1 2026 | May 14, 2026 |
| Charles Schwab Trust Co | History | Added to | 580,915 | 42,778 | 2.77% | 2.44% | 159 | +78,641 | 15.66% | Q1 2026 | Apr 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 573,704 | 42,247 | 3.36% | 2.18% | 160 | +195,905 | 51.85% | Q1 2026 | Apr 09, 2026 |
| &PARTNERS | History | Reduced | 558,331 | 41,080 | 0.2% | 0.22% | 161 | -410 | -0.07% | Q1 2026 | May 15, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 554,605 | 40,841 | 6.61% | 8.07% | 162 | -115,252 | -17.21% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 549,980 | 40,500 | 0.74% | 0.78% | 163 | -10,058 | -1.8% | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 541,119 | 39,848 | 4.47% | 3.92% | 164 | +27,335 | 5.32% | Q1 2026 | Apr 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 540,891 | 39,831 | 1.13% | 1.12% | 165 | +14,859 | 2.82% | Q1 2026 | May 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 538,041 | 39,621 | 0.56% | 0.49% | 166 | +28,816 | 5.66% | Q1 2026 | Apr 30, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 533,714 | 39,500 | 1.52% | 0.88% | 167 | +240,150 | 81.8% | Q1 2026 | Apr 24, 2026 |
| TD Capital Management LLC | History | Added to | 527,933 | 38,876 | 3.5% | 3.44% | 168 | +4,033 | 0.77% | Q1 2026 | May 11, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 522,354 | 38,466 | 7.92% | 7.85% | 169 | +7,679 | 1.49% | Q1 2026 | Apr 15, 2026 |
| Addison Capital Co | History | Added to | 517,197 | 38,086 | 6.77% | 6.19% | 170 | +182,495 | 54.52% | Q1 2026 | Apr 29, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 516,444 | 38,030 | 9.65% | 9.63% | 171 | -238 | -0.05% | Q1 2026 | Apr 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 510,772 | 37,613 | 0.06% | 0.04% | 172 | +167,895 | 48.97% | Q1 2026 | May 15, 2026 |
| Sherwood Financial Partners, LLC | History | Added to | 501,939 | 36,962 | 32.68% | 31.41% | 173 | +9,972 | 2.03% | Q1 2026 | May 11, 2026 |
| MA Private Wealth | History | Added to | 493,776 | 36,361 | 6.15% | 4.74% | 174 | +110,434 | 28.81% | Q1 2026 | May 07, 2026 |
| Level Wealth Management LLC | History | Added to | 490,003 | 36,083 | 16.9% | 15.97% | 175 | +68,301 | 16.2% | Q1 2026 | Apr 27, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 484,880 | 35,706 | 2.67% | 2.6% | 176 | +9,635 | 2.03% | Q1 2026 | May 04, 2026 |
| Tenon Financial LLC | History | Added to | 480,853 | 35,410 | 13.91% | 13.43% | 177 | +50,784 | 11.81% | Q1 2026 | Apr 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 477,762 | 35,182 | 3.81% | 3.7% | 178 | -123,460 | -20.53% | Q1 2026 | May 12, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 477,240 | 35,143 | 1.58% | 1.68% | 179 | -5,579 | -1.16% | Q1 2026 | May 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 476,895 | 35,118 | 1.88% | 2.54% | 180 | -100,578 | -17.42% | Q1 2026 | Apr 16, 2026 |
| Carr Financial Group Corp | History | Added to | 473,626 | 34,877 | 9.2% | 8.55% | 181 | +39,272 | 9.04% | Q1 2026 | May 12, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 469,254 | 34,481 | 17.62% | — | 182 | +469,254 | New | Q1 2026 | May 15, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 468,222 | 34,479 | 27.13% | 27.44% | 183 | +21,666 | 4.85% | Q1 2026 | Apr 16, 2026 |
| Hirtle & Co., LLC | History | Added to | 467,646 | 34,437 | 1.18% | 1.11% | 184 | +27,001 | 6.13% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 467,161 | 34,401 | 0.16% | 0.15% | 185 | +27,076 | 6.15% | Q1 2026 | Apr 24, 2026 |
| Bare Financial Services, Inc | History | Added to | 459,348 | 33,826 | 8.94% | 8.9% | 186 | +27,582 | 6.39% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 458,053 | 33,731 | 0.0% | 0.0% | 187 | +149,020 | 48.22% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Added to | 451,083 | 33,217 | 2.86% | 2.83% | 188 | +8,032 | 1.81% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 447,772 | 32,973 | 0.1% | 0.1% | 189 | +70,546 | 18.7% | Q1 2026 | May 15, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 445,436 | 32,801 | 2.52% | 0.79% | 190 | +289,800 | 186.2% | Q1 2026 | May 13, 2026 |
| Sound Stewardship, LLC | History | Added to | 441,418 | 32,506 | 14.89% | 14.84% | 191 | +23,354 | 5.59% | Q1 2026 | Apr 10, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 435,548 | 32,073 | 4.02% | — | 192 | +435,548 | New | Q1 2026 | Apr 16, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 434,861 | 32,023 | 10.02% | 12.34% | 193 | -72,892 | -14.36% | Q1 2026 | May 06, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 434,311 | 31,982 | 7.86% | 7.46% | 194 | +30,112 | 7.45% | Q1 2026 | Apr 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 433,805 | 31,945 | 0.06% | 0.05% | 195 | +56,089 | 14.85% | Q1 2026 | May 14, 2026 |
| NewSquare Capital LLC | History | Added to | 431,128 | 31,748 | 2.75% | 2.69% | 196 | +19,320 | 4.69% | Q1 2026 | May 08, 2026 |
| KWMG, LLC | History | Added to | 430,249 | 31,683 | 2.65% | 2.63% | 197 | +17,569 | 4.26% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 417,425 | 30,739 | 0.97% | 0.95% | 198 | +17,759 | 4.44% | Q1 2026 | Apr 08, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 416,044 | 30,637 | 20.53% | 20.33% | 199 | +15,584 | 3.89% | Q1 2026 | Apr 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 412,148 | 30,350 | 0.39% | 0.37% | 200 | +22,221 | 5.7% | Q1 2026 | Apr 21, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 410,884 | 30,257 | 5.94% | 5.49% | 201 | +22,303 | 5.74% | Q1 2026 | May 13, 2026 |
| Great Waters Wealth Management | History | Reduced | 409,862 | 30,182 | 3.19% | 3.5% | 202 | -19,964 | -4.64% | Q1 2026 | Apr 17, 2026 |
| Stephens Consulting, LLC | History | No change | 407,094 | 30,153 | 9.74% | 9.74% | 203 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 407,882 | 30,036 | 0.44% | 0.46% | 204 | +9,381 | 2.35% | Q1 2026 | May 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 406,443 | 29,930 | 4.17% | 7.24% | 205 | +45,848 | 12.71% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 402,645 | 29,650 | 0.01% | 0.0% | 206 | +402,592 | 759607.55% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 400,714 | 29,508 | 1.31% | 1.26% | 207 | +22,904 | 6.06% | Q1 2026 | May 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 400,097 | 29,463 | 4.27% | 3.9% | 208 | +34,922 | 9.56% | Q1 2026 | May 13, 2026 |
| Summit Wealth Group, LLC | History | Added to | 399,043 | 29,385 | 6.74% | 6.57% | 209 | +19,334 | 5.09% | Q1 2026 | May 04, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 388,685 | 28,789 | 2.62% | 1.29% | 210 | +218,402 | 128.26% | Q1 2026 | Apr 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 389,275 | 28,666 | 0.45% | 0.15% | 211 | +269,558 | 225.16% | Q1 2026 | May 04, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 388,947 | 28,642 | 9.57% | 9.42% | 212 | +1,789 | 0.46% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 607,474 | 28,552 | 1.32% | 0.29% | 213 | -480,594 | -44.17% | Q1 2026 | May 15, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 385,737 | 28,405 | 14.8% | 13.91% | 214 | +43,285 | 12.64% | Q1 2026 | Apr 22, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 383,389 | 28,232 | 3.92% | 3.84% | 215 | +12,100 | 3.26% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 382,924 | 28,198 | 0.78% | 0.7% | 216 | +40,425 | 11.8% | Q1 2026 | Apr 21, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 382,675 | 28,180 | 6.85% | 6.72% | 217 | +6,491 | 1.73% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 380,955 | 28,053 | 2.39% | 2.52% | 218 | -26,656 | -6.54% | Q1 2026 | May 15, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 380,700 | 28,034 | 1.64% | 1.68% | 219 | -20,000 | -4.99% | Q1 2026 | May 06, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 378,907 | 27,902 | 0.23% | 0.45% | 220 | -400,819 | -51.41% | Q1 2026 | Apr 24, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 377,904 | 27,828 | 3.09% | 2.38% | 221 | +86,840 | 29.84% | Q1 2026 | May 07, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 375,658 | 27,663 | 15.04% | 13.6% | 222 | +41,500 | 12.42% | Q1 2026 | May 15, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 375,214 | 27,630 | 5.79% | 5.9% | 223 | +15,598 | 4.34% | Q1 2026 | Apr 30, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 371,207 | 27,335 | 11.57% | 11.32% | 224 | +12,685 | 3.54% | Q1 2026 | Apr 15, 2026 |
| Legacy Private Trust Co. | History | Added to | 371,006 | 27,320 | 1.68% | 1.59% | 225 | +5,013 | 1.37% | Q1 2026 | Apr 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 370,015 | 27,247 | 1.66% | 0.41% | 226 | -1,948,291 | -84.04% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 369,109 | 27,181 | 0.04% | 0.03% | 227 | +45,630 | 14.11% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 363,057 | 26,735 | 1.73% | 1.73% | 228 | +5,175 | 1.45% | Q1 2026 | Apr 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 360,158 | 26,522 | 1.28% | 1.52% | 229 | +7,890 | 2.24% | Q1 2026 | May 01, 2026 |
| Verus Advisory, Inc. | History | No change | 354,323 | 26,312 | 17.17% | 17.17% | 230 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| New Jersey Better Educational Savings Trust | History | Reduced | 354,594 | 26,112 | 42.87% | 47.08% | 231 | -18,771 | -5.03% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 353,289 | 26,016 | 0.58% | 0.28% | 232 | +184,345 | 109.12% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 351,667 | 25,896 | 0.05% | 0.05% | 233 | -33,614 | -8.72% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 350,377 | 25,801 | 0.16% | 0.15% | 234 | +30,285 | 9.46% | Q1 2026 | May 05, 2026 |
| Karpus Management, Inc. | History | Reduced | 349,587 | 25,743 | 0.8% | 1.51% | 235 | -315,448 | -47.43% | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 349,392 | 25,729 | 1.33% | 1.17% | 236 | +53,030 | 17.89% | Q1 2026 | Apr 21, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 347,721 | 25,616 | 6.7% | 6.49% | 237 | +31,850 | 10.08% | Q1 2026 | May 01, 2026 |
| Fonville Wealth Management LLC | History | Added to | 345,744 | 25,460 | 4.85% | 5.22% | 238 | +1,112 | 0.32% | Q1 2026 | Apr 20, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 345,212 | 25,421 | 20.13% | 18.94% | 239 | +27,015 | 8.49% | Q1 2026 | Apr 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 342,399 | 25,214 | 0.19% | 0.2% | 240 | +1,969 | 0.58% | Q1 2026 | May 15, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 339,926 | 25,032 | 12.2% | — | 241 | +339,926 | New | Q1 2026 | Apr 09, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 336,345 | 24,768 | 5.05% | 4.57% | 242 | +23,176 | 7.4% | Q1 2026 | Apr 14, 2026 |
| Wealth Analytics Partners, LLC | History | Added to | 335,035 | 24,671 | 10.03% | 9.08% | 243 | +22,380 | 7.16% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 333,211 | 24,533 | 1.07% | 1.05% | 244 | +11,396 | 3.54% | Q1 2026 | May 08, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 332,164 | 24,460 | 7.33% | 9.53% | 245 | -21,427 | -6.06% | Q1 2026 | May 08, 2026 |
| WBH ADVISORY INC | History | Reduced | 330,479 | 24,263 | 1.82% | 1.94% | 246 | -23,446 | -6.62% | Q1 2026 | Apr 27, 2026 |
| SCS Capital Management LLC | History | Reduced | 325,719 | 23,985 | 0.25% | 0.36% | 247 | -128,406 | -28.28% | Q1 2026 | May 11, 2026 |
| Five Pine Wealth Management | History | Added to | 323,481 | 23,820 | 14.81% | 14.75% | 248 | +12,990 | 4.18% | Q1 2026 | Apr 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 322,625 | 23,706 | 0.86% | 0.54% | 249 | +132,541 | 69.73% | Q1 2026 | May 15, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 319,615 | 23,536 | 7.79% | 7.07% | 250 | +38,891 | 13.85% | Q1 2026 | Apr 17, 2026 |
| Ellevest, Inc. | History | Added to | 318,149 | 23,428 | 3.26% | 2.97% | 251 | +28,309 | 9.77% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 316,089 | 23,277 | 0.06% | 0.05% | 252 | +36,837 | 13.19% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 315,208 | 23,211 | 0.13% | 0.11% | 253 | +38,560 | 13.94% | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 314,124 | 23,132 | 9.08% | 10.01% | 254 | -18,304 | -5.51% | Q1 2026 | Apr 17, 2026 |
| Estate Counselors, LLC | History | Added to | 313,820 | 23,109 | 2.06% | 1.24% | 255 | +113,380 | 56.57% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 312,565 | 23,017 | 0.26% | 0.23% | 256 | +33,629 | 12.06% | Q1 2026 | May 05, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 312,305 | 22,998 | 18.33% | 18.23% | 257 | +16,700 | 5.65% | Q1 2026 | May 05, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 307,025 | 22,609 | 12.84% | 12.09% | 258 | +25,302 | 8.98% | Q1 2026 | Apr 06, 2026 |
| Brookstone Capital Management | History | Added to | 297,408 | 21,901 | 0.25% | 0.14% | 259 | +135,333 | 83.5% | Q1 2026 | Apr 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 297,401 | 21,900 | 0.9% | 0.85% | 260 | +21,103 | 7.64% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 297,223 | 21,887 | 0.67% | 0.67% | 261 | -1,992 | -0.67% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 294,841 | 21,712 | 0.01% | 0.01% | 262 | -22,224 | -7.01% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 294,602 | 21,635 | 0.8% | 0.27% | 263 | +271,665 | 1184.4% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 291,378 | 21,457 | 0.47% | 0.27% | 264 | +116,097 | 66.23% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Added to | 290,664 | 21,404 | 1.12% | 1.02% | 265 | +11,085 | 3.96% | Q1 2026 | May 14, 2026 |
| Veery Capital, LLC | History | Added to | 287,876 | 21,199 | 6.5% | 6.22% | 266 | +14,241 | 5.2% | Q1 2026 | Apr 09, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 285,989 | 21,183 | 1.55% | 1.55% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 287,051 | 21,138 | 0.23% | 0.21% | 268 | +28,813 | 11.16% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 285,353 | 21,013 | 0.11% | 0.11% | 269 | +10,682 | 3.89% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 285,057 | 20,991 | 0.12% | 0.02% | 270 | +249,656 | 705.22% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 283,302 | 20,862 | 1.27% | 1.19% | 271 | +22,176 | 8.49% | Q1 2026 | May 04, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 283,189 | 20,854 | 4.1% | 4.16% | 272 | -4,861 | -1.69% | Q1 2026 | Apr 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 280,718 | 20,672 | 4.37% | 4.26% | 273 | +8,532 | 3.13% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 279,601 | 20,589 | 0.2% | 0.23% | 274 | -1,298 | -0.46% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 279,427 | 20,577 | 0.01% | 0.02% | 275 | -216,843 | -43.69% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 277,700 | 20,449 | 0.72% | 0.71% | 276 | +5,639 | 2.07% | Q1 2026 | May 06, 2026 |
| ROGCO, LP | History | Added to | 275,613 | 20,296 | 6.78% | 6.1% | 277 | +27,004 | 10.86% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 274,461 | 20,211 | 0.03% | 0.04% | 278 | -85,978 | -23.85% | Q1 2026 | May 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 274,366 | 20,204 | 5.89% | 5.88% | 279 | +7,961 | 2.99% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 266,159 | 19,599 | 0.0% | 0.01% | 280 | -68,738 | -20.53% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 265,985 | 19,587 | 1.1% | 1.09% | 281 | +5,551 | 2.13% | Q1 2026 | Apr 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 263,301 | 19,384 | 0.12% | 0.11% | 282 | +9,345 | 3.68% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 260,374 | 19,324 | 1.3% | 1.3% | 283 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 264,104 | 19,319 | 0.51% | 0.02% | 284 | +258,372 | 4507.54% | Q1 2026 | May 14, 2026 |
| Financial Architects, LLC | History | Added to | 262,008 | 19,294 | 10.18% | 9.96% | 285 | +11,964 | 4.78% | Q1 2026 | Apr 21, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 259,795 | 19,243 | 5.64% | 5.64% | 286 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 259,283 | 19,093 | 7.9% | 7.64% | 287 | +8,872 | 3.54% | Q1 2026 | Apr 08, 2026 |
| BFSG, LLC | History | Added to | 258,311 | 19,022 | 1.8% | 1.67% | 288 | +25,877 | 11.13% | Q1 2026 | Apr 28, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 255,450 | 18,811 | 8.21% | 7.89% | 289 | +8,026 | 3.24% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 254,823 | 18,765 | 0.04% | 0.02% | 290 | +111,949 | 78.36% | Q1 2026 | May 01, 2026 |
| TLT Family Holdco ULC | History | Added to | 254,300 | 18,726 | 2.59% | 1.65% | 291 | +51,200 | 25.21% | Q1 2026 | May 14, 2026 |
| Courage Miller Partners, LLC | History | Added to | 252,934 | 18,626 | 5.26% | 5.56% | 292 | +3,558 | 1.43% | Q1 2026 | Apr 24, 2026 |
| Madrona Financial Services, LLC | History | Added to | 251,636 | 18,530 | 4.06% | 2.78% | 293 | +76,034 | 43.3% | Q1 2026 | Apr 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 251,302 | 18,505 | 0.44% | 0.02% | 294 | +240,350 | 2194.58% | Q1 2026 | May 15, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 250,614 | 18,455 | 11.68% | 11.56% | 295 | +4,290 | 1.74% | Q1 2026 | Apr 22, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 248,875 | 18,327 | 1.79% | 1.73% | 296 | +6,085 | 2.51% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Added to | 246,982 | 18,187 | 0.22% | 0.2% | 297 | +9,436 | 3.97% | Q1 2026 | May 06, 2026 |
| Cadence Bank | History | No change | 245,309 | 18,170 | 1.06% | 1.06% | 298 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 246,197 | 18,129 | 1.62% | 1.89% | 299 | +25,860 | 11.74% | Q1 2026 | May 12, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 244,867 | 18,032 | 4.06% | 3.8% | 300 | +26,374 | 12.07% | Q1 2026 | Apr 22, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 244,835 | 18,029 | 1.44% | 1.42% | 301 | -704 | -0.29% | Q1 2026 | May 14, 2026 |
| Prospera Capital Management, LLC | History | Added to | 244,675 | 17,983 | 9.02% | 8.59% | 302 | +14,794 | 6.44% | Q1 2026 | Apr 08, 2026 |
| Roundview Capital LLC | History | Added to | 243,170 | 17,907 | 1.12% | 1.04% | 303 | +14,624 | 6.4% | Q1 2026 | May 08, 2026 |
| OneAscent Financial Services LLC | History | Added to | 240,334 | 17,698 | 0.96% | 0.45% | 304 | +173,852 | 261.5% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 239,899 | 17,666 | 1.21% | 1.17% | 305 | +11,263 | 4.93% | Q1 2026 | Apr 21, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 238,187 | 17,567 | 11.96% | 12.09% | 306 | +2,062 | 0.87% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 235,125 | 17,314 | 0.36% | 0.3% | 307 | +56,369 | 31.53% | Q1 2026 | Apr 13, 2026 |
| FIL Ltd | History | Added to | 232,217 | 17,100 | 0.01% | 0.01% | 308 | +14,901 | 6.86% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Added to | 231,983 | 17,083 | 1.41% | 1.37% | 309 | +11,647 | 5.29% | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | Reduced | 229,976 | 16,935 | 1.23% | 1.69% | 310 | -87,505 | -27.56% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 229,712 | 16,915 | 0.01% | 0.0% | 311 | +176,094 | 328.42% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 229,411 | 16,893 | 1.11% | 1.09% | 312 | +8,488 | 3.84% | Q1 2026 | Apr 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 227,791 | 16,774 | 0.27% | 0.23% | 313 | +67,314 | 41.95% | Q1 2026 | May 18, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 227,100 | 16,723 | 0.05% | 0.05% | 314 | +6,940 | 3.15% | Q1 2026 | May 08, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 226,278 | 16,663 | 11.91% | — | 315 | +226,278 | New | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Reduced | 226,192 | 16,656 | 0.81% | 0.87% | 316 | -15,551 | -6.43% | Q1 2026 | May 05, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 225,615 | 16,614 | 9.61% | 9.23% | 317 | +16,347 | 7.81% | Q1 2026 | May 13, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Added to | 223,152 | 16,432 | 3.7% | 2.83% | 318 | +1,409 | 0.64% | Q1 2026 | May 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 222,713 | 16,400 | 2.86% | 2.93% | 319 | -2,297 | -1.02% | Q1 2026 | Apr 23, 2026 |
| Whelan Financial | History | Added to | 221,140 | 16,284 | 5.06% | 5.05% | 320 | +2,887 | 1.32% | Q1 2026 | Apr 24, 2026 |
| REBALANCE, LLC | History | Added to | 220,627 | 16,246 | 0.94% | 0.93% | 321 | +6,750 | 3.16% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 220,500 | 16,237 | 0.84% | 1.32% | 322 | -113,384 | -33.96% | Q1 2026 | Apr 17, 2026 |
| Hamilton Wealth, LLC | History | Added to | 219,585 | 16,170 | 1.15% | 0.99% | 323 | +149,527 | 213.43% | Q1 2026 | May 18, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 219,005 | 16,127 | 0.26% | — | 324 | +219,005 | New | Q1 2026 | May 15, 2026 |
| LVW Advisors, LLC | History | Added to | 217,865 | 16,043 | 1.53% | 1.44% | 325 | +26,585 | 13.9% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 836,357 | 15,957 | 0.1% | 0.34% | 326 | +157,833 | 23.26% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 215,827 | 15,893 | 0.44% | 0.42% | 327 | -6,853 | -3.08% | Q1 2026 | Apr 27, 2026 |
| National Philanthropic Trust | History | Added to | 215,189 | 15,846 | 0.17% | 0.15% | 328 | +13,430 | 6.66% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 215,097 | 15,840 | 0.12% | 0.11% | 329 | +19,990 | 10.25% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 212,986 | 15,684 | 0.32% | 0.3% | 330 | +11,276 | 5.59% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 212,200 | 15,626 | 0.23% | 0.23% | 331 | +9,772 | 4.83% | Q1 2026 | Apr 17, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 210,529 | 15,503 | 7.58% | 7.51% | 332 | -7,462 | -3.42% | Q1 2026 | Apr 08, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 210,523 | 15,502 | 2.02% | 1.96% | 333 | +9,544 | 4.75% | Q1 2026 | Apr 28, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 210,383 | 15,492 | 0.41% | 0.35% | 334 | +25,539 | 13.82% | Q1 2026 | May 01, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 208,677 | 15,366 | 1.57% | 1.72% | 335 | -2,663 | -1.26% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 207,076 | 15,246 | 0.01% | 0.02% | 336 | -81,197 | -28.17% | Q1 2026 | May 14, 2026 |
| Rinkey Investments | History | Added to | 206,814 | 15,229 | 3.9% | 1.58% | 337 | +122,543 | 145.42% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Reduced | 206,704 | 15,221 | 0.88% | 0.91% | 338 | -12,176 | -5.56% | Q1 2026 | May 04, 2026 |
| FDx Advisors, Inc. | History | Reduced | 206,679 | 15,220 | 4.86% | 8.83% | 339 | -27,003 | -11.56% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 206,246 | 15,187 | 0.15% | 0.16% | 340 | -2,815 | -1.35% | Q1 2026 | Apr 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 205,944 | 15,165 | 1.46% | 1.42% | 341 | +14,475 | 7.56% | Q1 2026 | Apr 22, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 205,373 | 15,123 | 1.44% | 1.24% | 342 | +30,793 | 17.64% | Q1 2026 | Apr 22, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 204,589 | 15,065 | 5.91% | 5.89% | 343 | +9,108 | 4.66% | Q1 2026 | May 14, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 201,923 | 14,869 | 1.81% | 1.7% | 344 | +6,269 | 3.2% | Q1 2026 | Apr 23, 2026 |
| Gould Capital, LLC | History | Added to | 201,729 | 14,855 | 8.99% | 7.76% | 345 | +31,826 | 18.73% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 199,982 | 14,726 | 0.12% | 0.09% | 346 | +21,046 | 11.76% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 199,678 | 14,704 | 0.18% | 0.15% | 347 | +18,496 | 10.21% | Q1 2026 | May 13, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 198,536 | 14,608 | 6.04% | 6.09% | 348 | +2,463 | 1.26% | Q1 2026 | Apr 15, 2026 |
| Focused Wealth Management, Inc | History | Added to | 198,340 | 14,605 | 1.51% | 1.45% | 349 | +10,945 | 5.84% | Q1 2026 | Apr 20, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 197,944 | 14,576 | 6.94% | 7.02% | 350 | -15,961 | -7.46% | Q1 2026 | May 01, 2026 |
| Attessa Capital LLC | History | Reduced | 197,709 | 14,559 | 7.92% | 8.21% | 351 | -5,012 | -2.47% | Q1 2026 | Apr 07, 2026 |
| DORVAL Corp | History | New | 196,445 | 14,466 | 4.49% | — | 352 | +196,445 | New | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 196,084 | 14,439 | 0.02% | 0.02% | 353 | +2,683 | 1.39% | Q1 2026 | May 14, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 195,870 | 14,423 | 5.49% | 5.18% | 354 | +16,982 | 9.49% | Q1 2026 | Apr 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 195,617 | 14,405 | 2.29% | 2.36% | 355 | +2,765 | 1.43% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 191,494 | 14,101 | 0.22% | 0.8% | 356 | -338,989 | -63.9% | Q1 2026 | May 15, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 191,478 | 14,100 | 4.42% | 12.77% | 357 | -358,203 | -65.17% | Q1 2026 | Apr 22, 2026 |
| TrueWealth Financial Partners | History | New | 191,281 | 14,085 | 5.61% | — | 358 | +191,281 | New | Q1 2026 | May 20, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 191,049 | 14,068 | 1.84% | 2.07% | 359 | -22,433 | -10.51% | Q1 2026 | May 04, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 187,059 | 13,775 | 1.0% | 0.87% | 360 | +40,379 | 27.53% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 185,616 | 13,668 | 0.63% | 0.49% | 362 | +56,764 | 44.05% | Q1 2026 | Apr 24, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 185,609 | 13,668 | 10.18% | 9.2% | 361 | +28,843 | 18.4% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 185,942 | 13,646 | 0.24% | 0.43% | 363 | +62,472 | 50.6% | Q1 2026 | May 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 185,279 | 13,643 | 0.0% | 0.04% | 364 | -11,885 | -6.03% | Q1 2026 | May 04, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 183,250 | 13,494 | 7.64% | 6.52% | 365 | +66,156 | 56.5% | Q1 2026 | Apr 16, 2026 |
| Vise Technologies, Inc. | History | No change | 182,117 | 13,489 | 0.26% | 0.26% | 366 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tempo Wealth, LLC | History | Added to | 180,548 | 13,295 | 2.32% | 2.0% | 367 | +28,702 | 18.9% | Q1 2026 | May 14, 2026 |
| Newport Capital Group, LLC | History | Added to | 178,990 | 13,181 | 8.03% | 7.65% | 368 | +10,037 | 5.94% | Q1 2026 | May 11, 2026 |
| Cyr Financial Inc. | History | Added to | 178,859 | 13,171 | 7.75% | 7.65% | 369 | +13,143 | 7.93% | Q1 2026 | Apr 24, 2026 |
| LCW Services, LLC | History | Added to | 178,729 | 13,161 | 6.54% | 6.11% | 370 | +23,782 | 15.35% | Q1 2026 | Apr 27, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 178,390 | 13,136 | 1.94% | 1.85% | 371 | +8,279 | 4.87% | Q1 2026 | Apr 21, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 177,482 | 13,069 | 2.09% | 1.95% | 372 | +5,452 | 3.17% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 176,906 | 13,066 | 0.29% | 0.32% | 373 | +1,518 | 0.87% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 176,675 | 13,010 | 0.06% | 0.07% | 374 | +14,312 | 8.81% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 176,599 | 13,005 | 0.17% | 0.16% | 375 | +7,761 | 4.6% | Q1 2026 | May 15, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 174,412 | 12,843 | 2.72% | 2.95% | 376 | +15,212 | 9.56% | Q1 2026 | May 12, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 174,088 | 12,819 | 1.51% | 0.91% | 377 | -19,762 | -10.19% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 173,788 | 12,797 | 0.94% | 0.9% | 378 | -5,849 | -3.26% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Group | History | Added to | 169,636 | 12,475 | 0.85% | 0.9% | 379 | +5,019 | 3.05% | Q1 2026 | May 13, 2026 |
| AMES NATIONAL CORP | History | Added to | 169,234 | 12,462 | 7.48% | 6.69% | 380 | +14,865 | 9.63% | Q1 2026 | May 12, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 168,593 | 12,415 | 10.76% | 10.38% | 381 | +10,301 | 6.51% | Q1 2026 | Apr 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 168,431 | 12,403 | 0.39% | 0.4% | 382 | -3,808 | -2.21% | Q1 2026 | Apr 27, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 165,041 | 12,153 | 0.88% | 0.99% | 383 | -43,257 | -20.77% | Q1 2026 | Apr 16, 2026 |
| Lido Advisors, LLC | History | Added to | 163,977 | 12,075 | 0.04% | 0.04% | 384 | +4,253 | 2.66% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 163,953 | 12,073 | 0.6% | 0.62% | 385 | +2,264 | 1.4% | Q1 2026 | Apr 23, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 163,111 | 12,011 | 1.16% | 1.39% | 386 | -24,494 | -13.06% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 162,840 | 11,992 | 0.09% | 0.09% | 387 | +13,279 | 8.88% | Q1 2026 | Apr 07, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 162,691 | 11,980 | 9.99% | 9.83% | 388 | +2,071 | 1.29% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 161,270 | 11,875 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Zeit Capital LLC | History | Added to | 159,520 | 11,747 | 7.86% | 7.13% | 390 | +16,940 | 11.88% | Q1 2026 | May 05, 2026 |
| BancFirst Trust & Investment Management | History | No change | 158,620 | 11,655 | 5.15% | 4.86% | 391 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Values Added Financial LLC | History | Added to | 156,527 | 11,526 | 4.85% | 4.87% | 392 | +700 | 0.45% | Q1 2026 | Apr 20, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 156,196 | 11,502 | 1.98% | 1.98% | 393 | -1,120 | -0.71% | Q1 2026 | Apr 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 155,952 | 11,484 | 2.15% | 1.34% | 394 | +60,431 | 63.26% | Q1 2026 | Apr 28, 2026 |
| Platt Investment Counsel, LLC | History | Reduced | 155,335 | 11,438 | 8.81% | 10.24% | 395 | -31,769 | -16.98% | Q1 2026 | Apr 09, 2026 |
| Souders Financial Advisors | History | Reduced | 153,871 | 11,331 | 1.29% | 1.33% | 396 | -2,788 | -1.78% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 153,422 | 11,297 | 0.26% | 0.26% | 397 | +9,671 | 6.73% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 153,269 | 11,286 | 0.23% | 0.24% | 398 | +1,260 | 0.83% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 153,104 | 11,274 | 0.11% | 0.11% | 399 | +27,866 | 22.25% | Q1 2026 | May 13, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 152,692 | 11,244 | 4.05% | 4.81% | 400 | -24,072 | -13.62% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 152,212 | 11,208 | 0.2% | 0.23% | 401 | -20,872 | -12.06% | Q1 2026 | Apr 10, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 151,932 | 11,188 | 7.64% | 7.54% | 402 | -237 | -0.16% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 150,734 | 11,100 | 0.64% | 0.64% | 403 | -4,374 | -2.82% | Q1 2026 | Apr 20, 2026 |
| Vanguard National Trust Co | History | New | 149,529 | 11,011 | 0.69% | — | 404 | +149,529 | New | Q1 2026 | May 08, 2026 |
| Oceanside Advisors LLC | History | Added to | 149,355 | 10,998 | 6.27% | 5.75% | 405 | +21,359 | 16.69% | Q1 2026 | Apr 28, 2026 |
| Waterford Advisors, LLC | History | New | 160,040 | 10,967 | 3.48% | — | 406 | +160,040 | New | Q1 2026 | May 15, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 148,367 | 10,925 | 2.36% | 2.45% | 407 | -664 | -0.45% | Q1 2026 | Apr 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 146,850 | 10,814 | 0.46% | 0.4% | 408 | +16,555 | 12.71% | Q1 2026 | Apr 29, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 145,667 | 10,789 | 5.63% | 5.63% | 409 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 145,166 | 10,690 | 0.73% | 0.35% | 410 | +85,213 | 142.13% | Q1 2026 | Apr 17, 2026 |
| Inscription Capital, LLC | History | Reduced | 143,792 | 10,588 | 1.11% | 1.17% | 411 | -9,820 | -6.39% | Q1 2026 | Apr 20, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 143,000 | 10,530 | 0.4% | 0.37% | 412 | +5,000 | 3.62% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 142,656 | 10,505 | 0.02% | 0.01% | 413 | +34,497 | 31.89% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 141,269 | 10,403 | 0.0% | 0.0% | 414 | +38,072 | 36.89% | Q1 2026 | May 06, 2026 |
| Darrow Company, Inc. | History | Reduced | 141,244 | 10,401 | 4.68% | 4.72% | 415 | -632 | -0.45% | Q1 2026 | Apr 20, 2026 |
| Powers Advisory Group, LLC | History | Added to | 140,551 | 10,350 | 3.65% | 3.09% | 416 | +29,717 | 26.81% | Q1 2026 | Apr 21, 2026 |
| Brooklyn FI, LLC | History | Added to | 140,368 | 10,336 | 2.17% | 2.11% | 417 | +7,251 | 5.45% | Q1 2026 | May 11, 2026 |
| Breakwater Investment Management | History | Reduced | 140,199 | 10,324 | 3.84% | 4.09% | 418 | -12,257 | -8.04% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 140,117 | 10,321 | 0.17% | 0.17% | 419 | +272 | 0.19% | Q1 2026 | Apr 14, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 139,779 | 10,293 | 8.28% | 7.7% | 420 | +8,733 | 6.66% | Q1 2026 | Apr 16, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 139,047 | 10,239 | 1.44% | 1.59% | 421 | +5,845 | 4.39% | Q1 2026 | May 08, 2026 |
| Petix & Botte Co | History | Reduced | 138,864 | 10,225 | 2.28% | 2.44% | 422 | -6,528 | -4.49% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 138,386 | 10,190 | 0.22% | 0.22% | 423 | +131 | 0.09% | Q1 2026 | May 01, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 137,201 | 10,103 | 0.14% | 0.18% | 424 | -773 | -0.56% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 135,871 | 10,005 | 0.09% | 0.12% | 425 | +6,710 | 5.2% | Q1 2026 | May 06, 2026 |
| Glenview Trust Co | History | Added to | 134,574 | 9,910 | 0.16% | 0.15% | 426 | +6,538 | 5.11% | Q1 2026 | May 08, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 134,412 | 9,898 | 1.38% | 1.4% | 427 | +561 | 0.42% | Q1 2026 | May 13, 2026 |
| LifeGoal Investments, LLC | History | Added to | 134,713 | 9,886 | 5.66% | 6.44% | 428 | +4,143 | 3.17% | Q1 2026 | Apr 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 134,178 | 9,880 | 1.9% | 1.58% | 429 | +22,060 | 19.68% | Q1 2026 | May 15, 2026 |
| Liberty Capital Management, Inc. | History | No change | 132,938 | 9,846 | 1.83% | 1.83% | 430 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 132,902 | 9,842 | 0.68% | 0.41% | 431 | +57,883 | 77.16% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Added to | 133,594 | 9,837 | 0.05% | 0.05% | 432 | +19,237 | 16.82% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 132,570 | 9,762 | 0.3% | 0.32% | 433 | +15,497 | 13.24% | Q1 2026 | May 15, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 131,980 | 9,719 | 2.1% | 2.2% | 434 | -93 | -0.07% | Q1 2026 | Apr 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 131,854 | 9,709 | 0.4% | 0.41% | 435 | -2,635 | -1.96% | Q1 2026 | Apr 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 131,041 | 9,649 | 0.04% | 0.02% | 436 | +27,801 | 26.93% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 130,199 | 9,643 | 0.17% | 0.17% | 437 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 130,538 | 9,612 | 0.73% | 0.75% | 438 | +4,501 | 3.57% | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 129,963 | 9,537 | 0.03% | 0.02% | 439 | +88,093 | 210.4% | Q1 2026 | May 12, 2026 |
| Main Line Retirement Advisors, LLC | History | Reduced | 128,401 | 9,455 | 4.72% | 4.82% | 440 | -212 | -0.16% | Q1 2026 | Apr 21, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 125,531 | 9,244 | 5.2% | 5.07% | 441 | +1,861 | 1.5% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 124,837 | 9,193 | 3.47% | 3.35% | 442 | +2,893 | 2.37% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Added to | 123,631 | 9,104 | 1.04% | 0.54% | 443 | +35,592 | 40.43% | Q1 2026 | May 13, 2026 |
| Intelligent Financial Strategies | History | Reduced | 123,407 | 9,087 | 4.73% | 4.47% | 444 | -2,006 | -1.6% | Q1 2026 | Apr 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 123,245 | 9,075 | 0.94% | 0.97% | 445 | +89 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 122,726 | 9,037 | 0.1% | 0.08% | 446 | +24,465 | 24.9% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 122,347 | 9,009 | 0.12% | 0.13% | 447 | -3,749 | -2.97% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Added to | 122,344 | 9,009 | 3.71% | 3.62% | 448 | +2,817 | 2.36% | Q1 2026 | May 13, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 122,276 | 9,004 | 8.49% | 7.7% | 449 | +17,854 | 17.1% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 122,094 | 8,990 | 0.14% | 0.14% | 450 | -2,221 | -1.79% | Q1 2026 | Apr 07, 2026 |
| Trek Financial, LLC | History | Added to | 122,070 | 8,989 | 0.48% | 0.45% | 451 | +17,739 | 17.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 121,612 | 8,955 | 0.02% | 0.02% | 452 | +17,519 | 16.83% | Q1 2026 | May 14, 2026 |
| FIDELIS iM, LLC | History | Added to | 120,753 | 8,892 | 3.37% | 2.97% | 453 | +17,422 | 16.86% | Q1 2026 | Apr 29, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 120,083 | 8,843 | 0.16% | 0.17% | 454 | -16,635 | -12.17% | Q1 2026 | May 11, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 119,223 | 8,779 | 1.01% | 1.12% | 455 | -10,370 | -8.0% | Q1 2026 | Apr 15, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 118,422 | 8,746 | 5.23% | 5.55% | 456 | -795 | -0.67% | Q1 2026 | Apr 23, 2026 |
| Faithward Advisors, LLC | History | Added to | 118,679 | 8,739 | 1.25% | 1.11% | 457 | +16,440 | 16.08% | Q1 2026 | Apr 17, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 117,860 | 8,679 | 4.31% | 4.37% | 458 | +508 | 0.43% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 117,460 | 8,649 | 0.48% | 0.52% | 459 | -6,531 | -5.27% | Q1 2026 | Apr 23, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 117,441 | 8,648 | 1.93% | 0.69% | 460 | +77,694 | 195.47% | Q1 2026 | Apr 22, 2026 |
| Note Advisors, LLC | History | Added to | 116,845 | 8,604 | 4.3% | 4.2% | 461 | +6,375 | 5.77% | Q1 2026 | May 15, 2026 |
| Stembrook Asset Management, LLC | History | Added to | 115,028 | 8,470 | 8.29% | 7.86% | 462 | +2,665 | 2.37% | Q1 2026 | May 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 114,389 | 8,423 | 0.46% | 0.44% | 463 | -2,209 | -1.89% | Q1 2026 | May 15, 2026 |
| Phillip James Consulting Co. | History | New | 113,554 | 8,410 | 6.38% | — | 464 | +113,554 | New | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 114,167 | 8,407 | 0.33% | 0.26% | 465 | +82,458 | 260.05% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 114,128 | 8,404 | 0.26% | 0.02% | 466 | +104,913 | 1138.5% | Q1 2026 | May 08, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 113,513 | 8,359 | 1.4% | 1.44% | 467 | -1,551 | -1.35% | Q1 2026 | Apr 21, 2026 |
| Colony Family Offices, LLC | History | Added to | 112,846 | 8,309 | 2.05% | 1.91% | 468 | +9,617 | 9.32% | Q1 2026 | Apr 21, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 112,711 | 8,300 | 3.75% | 3.2% | 469 | +22,885 | 25.48% | Q1 2026 | Apr 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 112,706 | 8,299 | 0.05% | 0.06% | 470 | -25,764 | -18.61% | Q1 2026 | Apr 30, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 110,969 | 8,171 | 2.53% | 2.55% | 471 | +3,870 | 3.61% | Q1 2026 | May 11, 2026 |
| City State Bank | History | Added to | 110,273 | 8,120 | 2.11% | 2.06% | 472 | +8,943 | 8.83% | Q1 2026 | Apr 20, 2026 |
| Prospect Financial Group LLC | History | Added to | 109,191 | 8,040 | 7.42% | 7.24% | 473 | +4,120 | 3.92% | Q1 2026 | May 05, 2026 |
| Leo H. Evart, Inc. | History | New | 108,494 | 7,989 | 6.83% | — | 474 | +108,494 | New | Q1 2026 | May 13, 2026 |
| New Covenant Trust Company, N.A. | History | Added to | 108,385 | 7,981 | 7.12% | 7.08% | 475 | +2,436 | 2.3% | Q1 2026 | Apr 17, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 108,009 | 7,953 | 4.45% | 4.03% | 476 | +12,118 | 12.64% | Q1 2026 | Apr 16, 2026 |
| 1832 Asset Management L.P. | History | Added to | 107,456 | 7,913 | 0.01% | 0.01% | 477 | +9,547 | 9.75% | Q1 2026 | May 14, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 107,162 | 7,891 | 4.84% | 2.75% | 478 | +51,340 | 91.97% | Q1 2026 | May 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 106,639 | 7,852 | 0.36% | 0.29% | 479 | +18,047 | 20.37% | Q1 2026 | May 06, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 106,507 | 7,843 | 2.59% | 3.59% | 480 | +9,903 | 10.25% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 106,451 | 7,839 | 0.19% | 0.2% | 481 | -847 | -0.79% | Q1 2026 | Apr 29, 2026 |
| Grove Bank & Trust | History | Added to | 106,278 | 7,826 | 0.88% | 0.83% | 482 | +6,610 | 6.63% | Q1 2026 | Apr 08, 2026 |
| K2 Financial Inc. | History | Added to | 105,824 | 7,816 | 5.68% | 5.8% | 483 | +4,576 | 4.52% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 105,520 | 7,770 | 0.11% | 0.05% | 484 | +61,032 | 137.19% | Q1 2026 | May 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 105,325 | 7,756 | 0.5% | 0.49% | 485 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 104,517 | 7,696 | 1.57% | 1.8% | 486 | -8,208 | -7.28% | Q1 2026 | May 13, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 104,440 | 7,690 | 7.42% | 7.51% | 487 | -1,469 | -1.39% | Q1 2026 | Apr 24, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 104,109 | 7,689 | 3.83% | 4.5% | 488 | -6,900 | -6.22% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 146,890 | 7,685 | 0.18% | 0.17% | 489 | +11,467 | 8.47% | Q1 2026 | May 08, 2026 |
| Vectors Research Management, LLC | History | Reduced | 104,266 | 7,678 | 2.24% | 2.49% | 490 | -5,766 | -5.24% | Q1 2026 | May 05, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 103,801 | 7,643 | 1.18% | 1.1% | 491 | -2,599 | -2.44% | Q1 2026 | May 06, 2026 |
| Ballentine Partners, LLC | History | Reduced | 103,571 | 7,627 | 0.11% | 0.11% | 492 | -1,899 | -1.8% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 103,450 | 7,618 | 0.6% | 0.77% | 493 | -6,021 | -5.5% | Q1 2026 | Apr 16, 2026 |
| Curran Financial Partners, LLC | History | Added to | 103,300 | 7,606 | 1.36% | 1.22% | 494 | +16,422 | 18.9% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 102,717 | 7,564 | 0.28% | 0.27% | 495 | +2,385 | 2.38% | Q1 2026 | Apr 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 102,516 | 7,549 | 1.48% | 0.93% | 496 | +43,003 | 72.26% | Q1 2026 | May 15, 2026 |
| Peak Wealth Management LLC | History | Added to | 102,104 | 7,518 | 6.17% | 6.15% | 497 | +2,754 | 2.77% | Q1 2026 | Apr 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 101,913 | 7,504 | 2.24% | 2.36% | 498 | -247 | -0.24% | Q1 2026 | Apr 06, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 100,876 | 7,428 | 4.96% | 4.86% | 499 | +5,074 | 5.3% | Q1 2026 | May 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 100,652 | 7,412 | 0.15% | 0.15% | 500 | -4,012 | -3.83% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Reduced | 100,177 | 7,377 | 1.23% | 1.26% | 501 | -2,822 | -2.74% | Q1 2026 | Apr 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 100,043 | 7,367 | 0.1% | 0.2% | 502 | -106,953 | -51.67% | Q1 2026 | May 11, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 99,725 | 7,354 | 0.54% | 0.55% | 503 | +496 | 0.5% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 99,126 | 7,299 | 0.12% | 0.11% | 504 | +6,349 | 6.84% | Q1 2026 | Apr 27, 2026 |
| Aurelius Family Office LLC | History | Reduced | 98,817 | 7,276 | 3.16% | 3.2% | 505 | -1,428 | -1.42% | Q1 2026 | Apr 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 98,791 | 7,274 | 2.51% | 2.32% | 506 | +11,679 | 13.41% | Q1 2026 | Apr 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 98,769 | 7,273 | 0.88% | 0.81% | 507 | +8,753 | 9.72% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Added to | 98,317 | 7,240 | 0.39% | 0.07% | 508 | +77,882 | 381.12% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 97,575 | 7,227 | 0.24% | 0.24% | 509 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 97,665 | 7,222 | 0.01% | — | 510 | +97,665 | New | Q1 2026 | May 12, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 97,370 | 7,170 | 0.56% | 0.61% | 511 | -11,209 | -10.32% | Q1 2026 | Apr 24, 2026 |
| Opus Financial Solutions LLC | History | Added to | 97,085 | 7,149 | 6.73% | 6.6% | 512 | +2,668 | 2.83% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 96,506 | 7,148 | 0.03% | 0.03% | 513 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 97,055 | 7,147 | 6.63% | 6.4% | 514 | +4,327 | 4.67% | Q1 2026 | Apr 24, 2026 |
| Independent Advisor Alliance | History | Added to | 96,590 | 7,112 | 0.08% | 0.01% | 515 | +93,203 | 2751.79% | Q1 2026 | May 12, 2026 |
| Ashford Advisors, LLC | History | New | 90,818 | 7,087 | 1.65% | — | 516 | +90,818 | New | Q1 2026 | May 05, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 95,422 | 7,026 | 4.82% | 7.47% | 517 | -3,733 | -3.76% | Q1 2026 | Apr 15, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 95,109 | 7,003 | 0.39% | 0.42% | 518 | -1,745 | -1.8% | Q1 2026 | May 13, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 94,364 | 6,948 | 1.7% | 1.84% | 519 | -11,346 | -10.73% | Q1 2026 | May 15, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 94,097 | 6,929 | 3.32% | 3.52% | 520 | -5,761 | -5.77% | Q1 2026 | Apr 30, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 92,806 | 6,834 | 0.21% | 0.26% | 521 | -13,791 | -12.94% | Q1 2026 | May 04, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 92,738 | 6,829 | 0.84% | 0.81% | 522 | +2,871 | 3.19% | Q1 2026 | Apr 10, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 91,872 | 6,765 | 0.71% | 0.36% | 523 | +65,615 | 249.9% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | Reduced | 90,749 | 6,682 | 1.57% | 8.64% | 524 | -376,424 | -80.57% | Q1 2026 | May 06, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 90,691 | 6,665 | 0.12% | 0.11% | 525 | +8,530 | 10.38% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 90,073 | 6,632 | 0.0% | 0.0% | 526 | +27,613 | 44.21% | Q1 2026 | May 15, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 84,729 | 6,559 | 5.95% | 5.72% | 527 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farrell Financial LLC | History | Reduced | 88,800 | 6,539 | 3.91% | 3.92% | 528 | -935 | -1.04% | Q1 2026 | Apr 13, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 88,448 | 6,513 | 0.01% | — | 529 | +88,448 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 88,281 | 6,501 | 0.04% | 0.02% | 530 | +34,101 | 62.94% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | Added to | 87,499 | 6,443 | 4.23% | 4.18% | 531 | +1,352 | 1.57% | Q1 2026 | Apr 02, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 86,129 | 6,342 | 3.48% | 3.26% | 532 | +9,386 | 12.23% | Q1 2026 | Apr 21, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 85,842 | 6,321 | 0.71% | 0.52% | 533 | -4,587 | -5.07% | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 85,501 | 6,296 | 0.35% | 0.2% | 534 | +33,816 | 65.43% | Q1 2026 | May 14, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 85,464 | 6,293 | 6.67% | 6.71% | 536 | +1,280 | 1.52% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 85,461 | 6,293 | 0.43% | 0.42% | 535 | +21 | 0.02% | Q1 2026 | May 06, 2026 |
| Stonekeep Investments, LLC | History | Added to | 85,096 | 6,266 | 4.06% | 3.67% | 537 | +7,707 | 9.96% | Q1 2026 | Apr 07, 2026 |
| HRT FINANCIAL LP | History | New | 84,824 | 6,246 | 0.02% | — | 538 | +84,824 | New | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 84,679 | 6,235 | 0.25% | 0.23% | 539 | +7,209 | 9.31% | Q1 2026 | Apr 28, 2026 |
| Truepoint, Inc. | History | Added to | 84,620 | 6,231 | 0.14% | 0.11% | 540 | +17,494 | 26.06% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 83,986 | 6,184 | 0.08% | 0.08% | 541 | +12,516 | 17.51% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 83,932 | 6,180 | 0.72% | 0.24% | 542 | +60,736 | 261.84% | Q1 2026 | May 15, 2026 |
| Womack Financial LLC | History | Added to | 83,125 | 6,121 | 4.5% | 4.18% | 543 | +6,719 | 8.79% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 82,538 | 6,078 | 0.18% | 0.18% | 544 | -1,061 | -1.27% | Q1 2026 | Apr 14, 2026 |
| Manuka Financial, LLC | History | Added to | 82,038 | 6,041 | 3.73% | 3.61% | 545 | +3,607 | 4.6% | Q1 2026 | May 07, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 81,140 | 5,975 | 3.3% | 2.93% | 546 | +18,939 | 30.45% | Q1 2026 | May 11, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 81,096 | 5,972 | 3.09% | 2.4% | 547 | +22,483 | 38.36% | Q1 2026 | Apr 21, 2026 |
| HT Partners LLC | History | Added to | 81,092 | 5,971 | 1.81% | 1.78% | 548 | +58 | 0.07% | Q1 2026 | Apr 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 81,072 | 5,970 | 0.07% | 0.07% | 549 | +4,022 | 5.22% | Q1 2026 | Apr 20, 2026 |
| Keel Point, LLC | History | No change | 80,176 | 5,938 | 0.36% | 0.36% | 550 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 80,248 | 5,909 | 3.78% | 4.41% | 551 | -11,090 | -12.14% | Q1 2026 | Apr 21, 2026 |
| Clarus Wealth Advisors | History | Reduced | 79,301 | 5,834 | 2.49% | 2.45% | 552 | -345 | -0.43% | Q1 2026 | Apr 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 78,472 | 5,778 | 0.05% | — | 553 | +78,472 | New | Q1 2026 | May 01, 2026 |
| IFS Advisors, LLC | History | Added to | 78,303 | 5,766 | 2.97% | 2.94% | 554 | +1,837 | 2.4% | Q1 2026 | Apr 06, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 78,095 | 5,750 | 0.44% | 0.45% | 555 | -1,604 | -2.01% | Q1 2026 | Apr 08, 2026 |
| ATLas Financial Planning LLC | History | Added to | 77,955 | 5,740 | 5.15% | 4.44% | 556 | +16,848 | 27.57% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 77,347 | 5,695 | 1.68% | 1.5% | 557 | +8,025 | 11.58% | Q1 2026 | Apr 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 76,996 | 5,669 | 0.18% | 0.14% | 558 | +18,493 | 31.61% | Q1 2026 | May 11, 2026 |
| Shelter Mutual Insurance Co | History | No change | 76,583 | 5,639 | 1.25% | 1.27% | 559 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 75,563 | 5,564 | 0.38% | 0.22% | 560 | +26,761 | 54.84% | Q1 2026 | May 21, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 75,481 | 5,558 | 1.69% | 1.64% | 561 | +5,301 | 7.55% | Q1 2026 | Apr 28, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 75,398 | 5,552 | 5.75% | 5.64% | 562 | -845 | -1.11% | Q1 2026 | Apr 21, 2026 |
| Banco BTG Pactual S.A. | History | New | 74,542 | 5,489 | 0.48% | — | 563 | +74,542 | New | Q1 2026 | May 12, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 73,811 | 5,435 | 2.4% | 2.43% | 564 | +431 | 0.59% | Q1 2026 | Apr 06, 2026 |
| Human Investing LLC | History | Reduced | 73,363 | 5,402 | 0.79% | 0.8% | 565 | -3,186 | -4.16% | Q1 2026 | May 07, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 73,121 | 5,378 | 0.11% | 0.12% | 566 | +4,023 | 5.82% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 72,497 | 5,369 | 0.22% | 0.22% | 567 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bay Rivers Group | History | Added to | 72,893 | 5,367 | 2.24% | 2.11% | 568 | +2,436 | 3.46% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 72,550 | 5,342 | 0.07% | 0.19% | 569 | -110,898 | -60.45% | Q1 2026 | Apr 23, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 72,528 | 5,340 | 2.51% | 2.73% | 570 | -14,087 | -16.26% | Q1 2026 | Apr 14, 2026 |
| Ascent Group, LLC | History | Reduced | 72,159 | 5,313 | 0.18% | 0.19% | 572 | -4,477 | -5.84% | Q1 2026 | May 15, 2026 |
| Shade Tree Advisors LLC | History | Added to | 72,151 | 5,313 | 3.81% | 3.85% | 571 | +3,670 | 5.36% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 71,642 | 5,265 | 0.41% | 0.45% | 573 | +826 | 1.17% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 71,486 | 5,264 | 0.06% | 0.07% | 574 | +680 | 0.96% | Q1 2026 | May 08, 2026 |
| IF Advisors, LLC | History | Added to | 71,461 | 5,262 | 3.72% | 4.18% | 575 | +1,948 | 2.8% | Q1 2026 | May 13, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 71,451 | 5,261 | 3.07% | 3.31% | 576 | -1,540 | -2.11% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 71,413 | 5,258 | 0.06% | 0.07% | 577 | -10,542 | -12.86% | Q1 2026 | Apr 20, 2026 |
| Cynosure Group, LLC | History | Added to | 71,025 | 5,230 | 0.65% | 0.48% | 578 | +6,677 | 10.38% | Q1 2026 | May 13, 2026 |
| Penserra Capital Management LLC | History | New | 70,925 | 5,222 | 0.06% | — | 579 | +70,925 | New | Q1 2026 | May 11, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 70,839 | 5,216 | 3.35% | 3.26% | 580 | +4,169 | 6.25% | Q1 2026 | May 04, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 70,464 | 5,189 | 3.38% | 3.34% | 581 | -238 | -0.34% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 69,922 | 5,149 | 0.18% | 0.18% | 582 | +207 | 0.3% | Q1 2026 | Apr 14, 2026 |
| Bricktown Capital, LLC | History | Reduced | 69,635 | 5,127 | 1.01% | 14.55% | 584 | -1,097,440 | -94.03% | Q1 2026 | Apr 16, 2026 |
| Simplicity Wealth,LLC | History | Added to | 69,630 | 5,127 | 0.29% | 0.26% | 583 | +11,322 | 19.42% | Q1 2026 | Apr 30, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 69,397 | 5,110 | 2.73% | 2.83% | 585 | +1,008 | 1.47% | Q1 2026 | May 01, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 69,107 | 5,089 | 3.56% | 3.51% | 586 | +5,388 | 8.46% | Q1 2026 | May 12, 2026 |
| Graetz Wealth LLC | History | Added to | 68,541 | 5,047 | 4.51% | 4.12% | 587 | +7,471 | 12.23% | Q1 2026 | Apr 30, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 68,361 | 5,017 | 0.28% | 0.39% | 588 | -20,869 | -23.39% | Q1 2026 | May 14, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 68,052 | 5,011 | 1.0% | 0.16% | 589 | +59,051 | 656.05% | Q1 2026 | May 11, 2026 |
| WFA of San Diego, LLC | History | Added to | 67,525 | 4,972 | 3.99% | 3.41% | 590 | +4,558 | 7.24% | Q1 2026 | May 11, 2026 |
| Mechanics Financial Corp | History | Added to | 66,840 | 4,922 | 2.06% | 1.55% | 591 | +10,263 | 18.14% | Q1 2026 | May 06, 2026 |
| Rothschild Wealth LLC | History | Reduced | 66,708 | 4,912 | 0.44% | 0.51% | 592 | -5,392 | -7.48% | Q1 2026 | May 06, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 66,393 | 4,889 | 2.8% | 2.62% | 593 | +3,842 | 6.14% | Q1 2026 | May 13, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 66,210 | 4,875 | 0.51% | 0.48% | 594 | -3,110 | -4.49% | Q1 2026 | Apr 27, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 65,988 | 4,859 | 1.71% | 1.71% | 595 | +1,318 | 2.04% | Q1 2026 | Apr 08, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 65,560 | 4,827 | 0.76% | 0.87% | 596 | -9,672 | -12.86% | Q1 2026 | Apr 13, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 65,558 | 4,827 | 2.48% | 2.57% | 597 | +239 | 0.37% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 65,146 | 4,797 | 0.27% | 0.26% | 598 | +5,420 | 9.07% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 64,532 | 4,752 | 0.27% | 0.26% | 599 | +35,023 | 118.69% | Q1 2026 | Apr 22, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 64,306 | 4,724 | 0.28% | 0.29% | 600 | -144 | -0.22% | Q1 2026 | Apr 07, 2026 |
| North Star Investment Management Corp. | History | Reduced | 63,501 | 4,676 | 0.28% | 0.31% | 601 | -3,387 | -5.06% | Q1 2026 | Apr 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 62,649 | 4,613 | 0.13% | 0.12% | 602 | +255 | 0.41% | Q1 2026 | Apr 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 62,669 | 4,606 | 2.39% | 3.22% | 603 | -4,028 | -6.04% | Q1 2026 | May 18, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 62,494 | 4,602 | 0.59% | 1.63% | 604 | -104,143 | -62.5% | Q1 2026 | Apr 16, 2026 |
| Providence First Trust Co | History | Added to | 62,413 | 4,596 | 1.62% | 1.6% | 605 | +160 | 0.26% | Q1 2026 | May 04, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 62,364 | 4,592 | 0.69% | 0.66% | 606 | +380 | 0.61% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Reduced | 62,106 | 4,573 | 0.07% | 0.07% | 607 | -267 | -0.43% | Q1 2026 | May 08, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 61,994 | 4,565 | 0.98% | 1.16% | 608 | -10,011 | -13.9% | Q1 2026 | Apr 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 61,904 | 4,558 | 0.12% | 0.11% | 609 | +16,295 | 35.73% | Q1 2026 | May 11, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 61,349 | 4,504 | 1.66% | — | 610 | +61,349 | New | Q1 2026 | Apr 14, 2026 |
| Red Tortoise LLC | History | Added to | 61,158 | 4,503 | 1.87% | 0.76% | 611 | +36,937 | 152.5% | Q1 2026 | Apr 21, 2026 |
| Centennial Advisors, LLC | History | Added to | 60,975 | 4,490 | 5.71% | 4.48% | 612 | +14,446 | 31.05% | Q1 2026 | Apr 21, 2026 |
| Financial Avengers, Inc. | History | Added to | 60,930 | 4,486 | 2.05% | 1.6% | 613 | +8,207 | 15.57% | Q1 2026 | May 19, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 60,870 | 4,482 | 3.87% | 3.78% | 614 | +338 | 0.56% | Q1 2026 | Apr 30, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 60,777 | 4,475 | 0.19% | 0.18% | 615 | -1,702 | -2.72% | Q1 2026 | Apr 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 60,629 | 4,464 | 0.41% | 0.39% | 616 | -634 | -1.03% | Q1 2026 | May 11, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 60,515 | 4,456 | 1.86% | 1.81% | 617 | +1,087 | 1.83% | Q1 2026 | Apr 23, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 59,906 | 4,411 | 0.12% | 0.08% | 618 | +21,992 | 58.0% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 59,833 | 4,406 | 0.1% | 0.11% | 619 | +445 | 0.75% | Q1 2026 | May 15, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 59,616 | 4,390 | 2.62% | 2.25% | 620 | +6,670 | 12.6% | Q1 2026 | Apr 30, 2026 |
| Sherry Group, Inc. | History | Added to | 59,047 | 4,348 | 4.75% | 4.58% | 621 | +175 | 0.3% | Q1 2026 | May 05, 2026 |
| M Holdings Securities, Inc. | History | Added to | 59,061 | 4,335 | 0.29% | 0.24% | 622 | +14,691 | 33.11% | Q1 2026 | May 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 58,453 | 4,304 | 2.01% | 1.93% | 623 | +3,179 | 5.75% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 57,709 | 4,249 | 2.07% | 2.18% | 624 | -1,259 | -2.14% | Q1 2026 | May 05, 2026 |
| 10Elms LLP | History | Added to | 57,684 | 4,247 | 2.68% | 2.62% | 625 | +19,078 | 49.42% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Added to | 57,462 | 4,231 | 0.74% | 0.73% | 626 | +4,057 | 7.6% | Q1 2026 | Apr 24, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 57,031 | 4,199 | 1.23% | 1.34% | 627 | -4,675 | -7.58% | Q1 2026 | May 01, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 56,952 | 4,193 | 1.1% | 1.29% | 628 | -10,454 | -15.51% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 56,711 | 4,176 | 0.19% | 0.18% | 629 | +1,342 | 2.42% | Q1 2026 | May 05, 2026 |
| TFC Financial Management, Inc. | History | Added to | 56,592 | 4,167 | 0.51% | 0.5% | 630 | +3,224 | 6.04% | Q1 2026 | Apr 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 56,585 | 4,166 | 0.26% | 0.24% | 631 | +6,371 | 12.69% | Q1 2026 | Apr 27, 2026 |
| Sage Investment Advisers LLC | History | Added to | 55,806 | 4,097 | 3.03% | 2.75% | 632 | +6,197 | 12.49% | Q1 2026 | Apr 10, 2026 |
| PFC CAPITAL GROUP, INC. | History | Reduced | 55,616 | 4,095 | 1.81% | 1.74% | 633 | -1,257 | -2.21% | Q1 2026 | May 13, 2026 |
| Wealth Architects, LLC | History | Reduced | 54,839 | 4,038 | 0.36% | 0.37% | 634 | -1,256 | -2.24% | Q1 2026 | May 15, 2026 |
| JT Stratford LLC | History | Added to | 54,775 | 4,033 | 0.51% | 0.5% | 635 | +1,949 | 3.69% | Q1 2026 | May 15, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 54,420 | 4,007 | 5.86% | 6.41% | 636 | -4,180 | -7.13% | Q1 2026 | Apr 07, 2026 |
| Seros Financial, LLC | History | Reduced | 54,082 | 3,982 | 2.53% | 2.35% | 637 | -90 | -0.17% | Q1 2026 | May 05, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 53,471 | 3,937 | 0.29% | 0.29% | 638 | +543 | 1.03% | Q1 2026 | Apr 22, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 53,454 | 3,936 | 0.79% | 0.52% | 639 | +22,708 | 73.86% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 53,294 | 3,924 | 0.03% | 0.07% | 640 | -66,964 | -55.68% | Q1 2026 | May 13, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 52,920 | 3,897 | 3.59% | 2.72% | 641 | +9,477 | 21.81% | Q1 2026 | May 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 52,861 | 3,892 | 0.31% | 0.18% | 642 | +23,515 | 80.13% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 52,597 | 3,873 | 0.48% | 0.47% | 643 | +1,906 | 3.76% | Q1 2026 | Apr 17, 2026 |
| Sarasin & Partners LLP | History | Added to | 52,524 | 3,867 | 0.05% | 0.04% | 644 | +655 | 1.26% | Q1 2026 | Apr 13, 2026 |
| Capital Square, LLC | History | Added to | 52,098 | 3,847 | 1.77% | 1.68% | 645 | +7,634 | 17.17% | Q1 2026 | May 11, 2026 |
| OFS Enterprise LLC | History | New | 52,120 | 3,838 | 1.13% | — | 646 | +52,120 | New | Q1 2026 | Apr 09, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 51,998 | 3,829 | 1.14% | 1.1% | 647 | -846 | -1.6% | Q1 2026 | Apr 20, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 51,647 | 3,815 | 2.54% | 2.53% | 648 | +1,594 | 3.18% | Q1 2026 | Apr 24, 2026 |
| Sunesis Advisors, LLC | History | Added to | 51,471 | 3,790 | 1.71% | 1.69% | 649 | +1,015 | 2.01% | Q1 2026 | May 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 51,350 | 3,781 | 0.55% | 0.59% | 650 | -605 | -1.16% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 51,305 | 3,778 | 0.2% | 0.2% | 651 | -980 | -1.87% | Q1 2026 | May 15, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 51,014 | 3,743 | 1.85% | 1.81% | 652 | +3,223 | 6.74% | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 49,789 | 3,687 | 0.18% | 0.17% | 653 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 49,963 | 3,679 | 3.14% | 2.83% | 655 | +5,106 | 11.38% | Q1 2026 | May 05, 2026 |
| Generation Capital Management LLC | History | Reduced | 49,967 | 3,679 | 2.69% | 2.54% | 654 | -3,020 | -5.7% | Q1 2026 | May 08, 2026 |
| Single Point Partners, LLC | History | Added to | 49,927 | 3,676 | 0.73% | 0.7% | 656 | +1,962 | 4.09% | Q1 2026 | Apr 15, 2026 |
| BCO Wealth Management LLC | History | Added to | 49,894 | 3,674 | 2.21% | 2.26% | 657 | +143 | 0.29% | Q1 2026 | Apr 16, 2026 |
| Amundi | History | Added to | 49,854 | 3,671 | 0.0% | 0.0% | 658 | +4,091 | 8.94% | Q1 2026 | May 15, 2026 |
| NYL Investors LLC | History | Added to | 49,721 | 3,661 | 1.38% | 1.21% | 659 | +1,756 | 3.66% | Q1 2026 | May 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 49,631 | 3,654 | 0.06% | 0.07% | 660 | +6,379 | 14.75% | Q1 2026 | Apr 21, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 49,409 | 3,638 | 0.37% | 0.35% | 661 | +3,455 | 7.52% | Q1 2026 | May 07, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 48,948 | 3,604 | 0.14% | 0.13% | 662 | +1,033 | 2.16% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 48,637 | 3,581 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 48,478 | 3,569 | 0.29% | 0.27% | 664 | +381 | 0.79% | Q1 2026 | Apr 06, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 48,337 | 3,559 | 1.57% | 1.5% | 665 | -27 | -0.06% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 48,088 | 3,541 | 0.04% | 0.03% | 666 | +13,966 | 40.93% | Q1 2026 | May 11, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 47,885 | 3,526 | 1.09% | 1.08% | 667 | -6 | -0.01% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 47,607 | 3,505 | 0.1% | 0.06% | 668 | +17,246 | 56.8% | Q1 2026 | May 04, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 47,276 | 3,481 | 3.06% | 4.04% | 669 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ramiah Investment Group | History | Reduced | 47,084 | 3,467 | 3.49% | 3.46% | 670 | -661 | -1.38% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 46,786 | 3,445 | 0.09% | 0.04% | 671 | +26,663 | 132.5% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Added to | 46,473 | 3,422 | 0.3% | 0.23% | 672 | +6,556 | 16.42% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 46,412 | 3,417 | 0.06% | 0.07% | 673 | -4,171 | -8.25% | Q1 2026 | May 07, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 46,067 | 3,392 | 0.44% | 0.34% | 674 | +8,868 | 23.84% | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 46,051 | 3,391 | 0.13% | 0.14% | 675 | -4,504 | -8.91% | Q1 2026 | May 14, 2026 |
| David Kennon Inc | History | Reduced | 45,698 | 3,365 | 1.21% | 1.21% | 676 | -311 | -0.68% | Q1 2026 | Apr 28, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 45,587 | 3,357 | 0.09% | 0.09% | 677 | -46 | -0.1% | Q1 2026 | May 12, 2026 |
| Ignite Planners, LLC | History | Added to | 45,516 | 3,351 | 0.52% | 0.13% | 678 | +34,071 | 297.69% | Q1 2026 | Apr 17, 2026 |
| Center For Asset Management LLC | History | Added to | 45,392 | 3,342 | 1.66% | 1.47% | 679 | +7,486 | 19.75% | Q1 2026 | Apr 16, 2026 |
| GWN SECURITIES INC. | History | Added to | 45,365 | 3,340 | 0.64% | 0.47% | 680 | +14,211 | 45.62% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 45,179 | 3,326 | 0.02% | 0.02% | 681 | +4,093 | 9.96% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Reduced | 45,129 | 3,323 | 0.15% | 0.17% | 682 | -5,936 | -11.62% | Q1 2026 | Apr 30, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 44,877 | 3,304 | 0.0% | 0.0% | 683 | -11,430 | -20.3% | Q1 2026 | May 05, 2026 |
| First PREMIER Bank | History | Added to | 44,735 | 3,295 | 0.76% | 0.62% | 684 | +8,118 | 22.17% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 44,616 | 3,285 | 0.06% | 0.06% | 685 | +350 | 0.79% | Q1 2026 | May 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 44,496 | 3,276 | 0.17% | 0.17% | 686 | +2,525 | 6.02% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Added to | 44,279 | 3,260 | 0.07% | 0.05% | 687 | +6,003 | 15.68% | Q1 2026 | May 07, 2026 |
| Exchange Bank | History | Added to | 44,171 | 3,252 | 2.25% | 2.26% | 688 | +45 | 0.1% | Q1 2026 | Apr 08, 2026 |
| BDFS Capital LLC | History | Added to | 44,144 | 3,250 | 1.56% | 1.55% | 689 | +2,688 | 6.48% | Q1 2026 | Apr 15, 2026 |
| Stewardship Advisors, LLC | History | Added to | 43,886 | 3,231 | 0.74% | 0.63% | 691 | +7,032 | 19.08% | Q1 2026 | Apr 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 43,884 | 3,231 | 0.01% | 0.01% | 690 | -896 | -2.0% | Q1 2026 | May 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 43,662 | 3,215 | 0.21% | 0.21% | 692 | -753 | -1.7% | Q1 2026 | Apr 29, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 43,564 | 3,208 | 0.38% | 0.43% | 693 | +231 | 0.53% | Q1 2026 | Apr 30, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 43,416 | 3,197 | 0.34% | 0.3% | 694 | +3,800 | 9.59% | Q1 2026 | May 07, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 43,369 | 3,193 | 1.34% | 1.36% | 695 | +1,287 | 3.06% | Q1 2026 | May 11, 2026 |
| Forum Private Client Group LLC | History | Reduced | 43,142 | 3,177 | 1.06% | 1.12% | 696 | -1,147 | -2.59% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 43,426 | 3,174 | 0.04% | 0.05% | 697 | -6,550 | -13.11% | Q1 2026 | May 06, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 42,826 | 3,154 | 1.08% | 1.07% | 698 | +1,197 | 2.88% | Q1 2026 | Apr 08, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 42,599 | 3,141 | 0.53% | 0.57% | 699 | -223 | -0.52% | Q1 2026 | May 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 42,513 | 3,130 | 0.73% | 0.53% | 700 | +12,700 | 42.6% | Q1 2026 | May 07, 2026 |
| HTG Investment Advisors, Inc. | History | Reduced | 42,492 | 3,129 | 0.89% | 1.21% | 701 | -10,840 | -20.33% | Q1 2026 | Apr 27, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 42,349 | 3,118 | 1.41% | 1.43% | 702 | +462 | 1.1% | Q1 2026 | Apr 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 42,312 | 3,115 | 0.04% | 0.01% | 703 | +25,349 | 149.44% | Q1 2026 | May 15, 2026 |
| Oldfather Financial Services, LLC | History | No change | 41,962 | 3,108 | 0.93% | 0.93% | 704 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Barden Capital Management, Inc. | History | Added to | 42,135 | 3,102 | 2.65% | 2.48% | 705 | +1,389 | 3.41% | Q1 2026 | Apr 07, 2026 |
| Argent Trust Co | History | Added to | 41,839 | 3,081 | 0.1% | 0.1% | 706 | +3,113 | 8.04% | Q1 2026 | May 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 41,692 | 3,070 | 0.64% | 0.19% | 707 | +30,179 | 262.13% | Q1 2026 | Apr 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 41,678 | 3,069 | 0.94% | 0.64% | 708 | +1,612 | 4.02% | Q1 2026 | May 12, 2026 |
| Transcendent Capital Group LLC | History | Added to | 41,260 | 3,038 | 1.38% | 1.37% | 709 | +307 | 0.75% | Q1 2026 | Apr 27, 2026 |
| CITY HOLDING CO | History | Added to | 41,144 | 3,029 | 0.38% | 0.34% | 710 | +3,632 | 9.68% | Q1 2026 | Apr 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 41,042 | 3,022 | 0.02% | 0.01% | 711 | +4,186 | 11.36% | Q1 2026 | Apr 15, 2026 |
| Thrive Capital Management, LLC | History | Added to | 40,782 | 3,003 | 0.66% | 0.5% | 712 | +10,462 | 34.51% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 40,762 | 3,001 | 0.02% | 0.02% | 713 | +3,514 | 9.43% | Q1 2026 | May 12, 2026 |
| Coston, McIsaac & Partners | History | Added to | 40,470 | 2,980 | 0.67% | 0.69% | 714 | +70 | 0.17% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Added to | 40,453 | 2,978 | 0.0% | 0.0% | 715 | +6,090 | 17.72% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 40,395 | 2,971 | 0.21% | 0.21% | 716 | +7,932 | 24.43% | Q1 2026 | May 18, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 90,043 | 2,966 | 1.74% | 0.83% | 717 | +70,451 | 359.59% | Q1 2026 | May 14, 2026 |
| AEGON USA Investment Management, LLC | History | Reduced | 40,267 | 2,965 | 2.32% | 2.15% | 718 | -734 | -1.79% | Q1 2026 | Apr 21, 2026 |
| Passive Capital Management, LLC. | History | Added to | 40,153 | 2,956 | 0.88% | 0.73% | 719 | +8,431 | 26.58% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 40,138 | 2,946 | 0.05% | 0.07% | 720 | -9,720 | -19.5% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 39,639 | 2,919 | 0.14% | 0.13% | 721 | +2,210 | 5.9% | Q1 2026 | May 18, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 39,570 | 2,913 | 0.17% | 0.18% | 722 | -75 | -0.19% | Q1 2026 | May 13, 2026 |
| Winter & Associates, Inc. | History | Reduced | 39,525 | 2,903 | 2.54% | 3.81% | 723 | -16,151 | -29.01% | Q1 2026 | Apr 08, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 39,260 | 2,891 | 0.89% | 0.77% | 724 | +5,390 | 15.91% | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 39,223 | 2,888 | 0.07% | 0.16% | 725 | -47,095 | -54.56% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | Added to | 39,124 | 2,881 | 0.76% | 0.72% | 726 | +3,110 | 8.64% | Q1 2026 | Apr 23, 2026 |
| Michels Family Financial, LLC | History | Added to | 39,097 | 2,879 | 2.08% | 2.08% | 727 | +788 | 2.06% | Q1 2026 | Apr 24, 2026 |
| Security Financial Services, INC. | History | No change | 38,846 | 2,877 | 0.45% | 0.45% | 728 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 39,073 | 2,876 | 0.09% | 0.08% | 729 | +3,739 | 10.58% | Q1 2026 | May 11, 2026 |
| Forty-three Eighteen Advisors, LLC | History | Added to | 38,990 | 2,871 | 2.16% | 2.07% | 730 | +3,015 | 8.38% | Q1 2026 | May 06, 2026 |
| Rathbones Group PLC | History | Reduced | 38,822 | 2,858 | 0.01% | 0.02% | 731 | -13,410 | -25.67% | Q1 2026 | May 12, 2026 |
| Net Worth Advisory Group | History | Reduced | 38,513 | 2,836 | 0.59% | 0.59% | 732 | -597 | -1.53% | Q1 2026 | May 05, 2026 |
| Align Financial, LLC | History | Reduced | 38,357 | 2,824 | 1.61% | 1.2% | 734 | -2,032,508 | -98.15% | Q1 2026 | May 08, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 38,349 | 2,824 | 0.38% | 0.16% | 733 | +23,862 | 164.71% | Q1 2026 | May 08, 2026 |
| RW Investment Management LLC | History | New | 38,301 | 2,820 | 0.27% | — | 735 | +38,301 | New | Q1 2026 | Apr 28, 2026 |
| NVWM, LLC | History | Added to | 38,210 | 2,813 | 0.63% | 0.6% | 736 | +686 | 1.83% | Q1 2026 | Apr 27, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 37,931 | 2,793 | 1.34% | 1.31% | 737 | +3,007 | 8.61% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 37,896 | 2,780 | 1.78% | 1.84% | 738 | +2,259 | 6.34% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 37,670 | 2,774 | 0.08% | 0.16% | 739 | -37,140 | -49.65% | Q1 2026 | May 13, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 37,650 | 2,772 | 2.22% | 1.94% | 740 | +5,150 | 15.85% | Q1 2026 | May 12, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 37,554 | 2,765 | 1.61% | 0.55% | 741 | +25,143 | 202.59% | Q1 2026 | May 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 37,086 | 2,731 | 1.28% | 0.97% | 742 | +7,206 | 24.12% | Q1 2026 | May 14, 2026 |
| Narus Financial Partners, LLC | History | Added to | 37,072 | 2,729 | 0.72% | 0.65% | 743 | +5,337 | 16.82% | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 36,961 | 2,721 | 0.36% | 0.37% | 744 | +1,012 | 2.82% | Q1 2026 | Apr 28, 2026 |
| Topor & Co. Korea | History | Reduced | 36,866 | 2,714 | 2.3% | 2.67% | 745 | -10,942 | -22.89% | Q1 2026 | Apr 27, 2026 |
| Balentine LLC | History | Added to | 36,652 | 2,699 | 0.11% | 0.1% | 746 | +975 | 2.73% | Q1 2026 | Apr 24, 2026 |
| Marotta Asset Management | History | Added to | 36,616 | 2,688 | 0.49% | 0.47% | 747 | +2,433 | 7.12% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 36,398 | 2,680 | 0.02% | 0.01% | 748 | +9,514 | 35.39% | Q1 2026 | May 05, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 36,340 | 2,676 | 0.39% | 0.3% | 749 | +7,750 | 27.11% | Q1 2026 | Apr 24, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 36,077 | 2,672 | 0.2% | 0.2% | 750 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Traveka Wealth, LLC | History | Added to | 36,278 | 2,671 | 1.02% | 0.99% | 751 | +3,606 | 11.04% | Q1 2026 | Apr 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 35,985 | 2,649 | 0.64% | 1.02% | 752 | -16,421 | -31.33% | Q1 2026 | Apr 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 35,700 | 2,628 | 0.0% | — | 753 | +35,700 | New | Q1 2026 | May 14, 2026 |
| HFG Advisors, Inc. | History | Added to | 35,560 | 2,618 | 1.84% | 1.81% | 754 | +1,785 | 5.28% | Q1 2026 | May 08, 2026 |
| Worth Asset Management, LLC | History | Added to | 35,495 | 2,613 | 0.97% | 1.1% | 755 | +377 | 1.07% | Q1 2026 | Apr 17, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 35,440 | 2,609 | 0.19% | 0.49% | 756 | -59,351 | -62.61% | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 34,963 | 2,574 | 0.03% | 0.03% | 757 | -439 | -1.24% | Q1 2026 | May 01, 2026 |
| Westerkirk Capital Inc. | History | No change | 34,850 | 2,566 | 0.28% | 0.25% | 758 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 34,597 | 2,540 | 0.52% | 0.22% | 759 | +24,878 | 255.97% | Q1 2026 | May 11, 2026 |
| Prosperity Planning, Inc. | History | Added to | 34,133 | 2,513 | 0.64% | 0.65% | 760 | +327 | 0.97% | Q1 2026 | Apr 10, 2026 |
| NorthRock Partners, LLC | History | Reduced | 34,121 | 2,512 | 0.04% | 0.04% | 761 | -435 | -1.26% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | Added to | 34,108 | 2,511 | 0.22% | 0.11% | 762 | +17,343 | 103.45% | Q1 2026 | Apr 22, 2026 |
| Planning Project LLC | History | No change | 33,668 | 2,493 | 0.63% | 0.63% | 763 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 33,703 | 2,481 | 0.25% | 0.25% | 764 | +451 | 1.36% | Q1 2026 | May 15, 2026 |
| Centric Wealth Management | History | Added to | 33,923 | 2,480 | 0.5% | 0.36% | 765 | +11,175 | 49.13% | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 33,565 | 2,471 | 0.05% | 0.14% | 766 | -56,027 | -62.54% | Q1 2026 | May 13, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 33,466 | 2,464 | 0.51% | 0.57% | 767 | -1,445 | -4.14% | Q1 2026 | May 12, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 33,324 | 2,453 | 0.42% | 0.49% | 768 | -7,756 | -18.88% | Q1 2026 | Apr 16, 2026 |
| Investment Advisory Group, LLC | History | Added to | 33,305 | 2,452 | 0.62% | 0.6% | 769 | +2,022 | 6.46% | Q1 2026 | Apr 22, 2026 |
| Hegarty Advisors, LLC | History | Added to | 33,025 | 2,431 | 1.92% | 1.93% | 770 | +2,982 | 9.93% | Q1 2026 | Apr 30, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 32,987 | 2,429 | 0.88% | 0.74% | 771 | +3,312 | 11.16% | Q1 2026 | May 12, 2026 |
| Prime Buchholz LLC | History | Reduced | 32,984 | 2,428 | 1.27% | 1.65% | 772 | -4,499 | -12.0% | Q1 2026 | May 14, 2026 |
| 5T Wealth, LLC | History | Reduced | 32,903 | 2,422 | 0.96% | 1.04% | 773 | -2,367 | -6.71% | Q1 2026 | Apr 13, 2026 |
| CGN Advisors LLC | History | Added to | 32,876 | 2,421 | 0.19% | 0.19% | 774 | +219 | 0.67% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Added to | 32,762 | 2,412 | 0.01% | 0.01% | 775 | +3,250 | 11.01% | Q1 2026 | May 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 32,607 | 2,401 | 1.17% | 0.95% | 776 | +7,737 | 31.11% | Q1 2026 | Apr 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 32,498 | 2,393 | 0.29% | 0.25% | 777 | +5,374 | 19.81% | Q1 2026 | Apr 27, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 31,966 | 2,353 | 0.0% | 0.0% | 778 | -7 | -0.02% | Q1 2026 | May 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 31,872 | 2,347 | 0.47% | 0.55% | 779 | -3,681 | -10.35% | Q1 2026 | May 08, 2026 |
| Bath Savings Trust Co | History | Added to | 31,824 | 2,343 | 0.25% | 0.23% | 780 | +1,139 | 3.71% | Q1 2026 | Apr 07, 2026 |
| FC Advisory LLC | History | Added to | 31,744 | 2,337 | 0.68% | 0.66% | 781 | +558 | 1.79% | Q1 2026 | Apr 14, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 31,630 | 2,329 | 1.35% | 3.68% | 782 | -49,379 | -60.95% | Q1 2026 | Apr 24, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 31,627 | 2,329 | 1.04% | 1.38% | 783 | -10,042 | -24.1% | Q1 2026 | May 06, 2026 |
| GEN Financial Management, INC. | History | Added to | 31,634 | 2,329 | 1.44% | 1.45% | 784 | +540 | 1.74% | Q1 2026 | Apr 16, 2026 |
| American Trust | History | Added to | 31,506 | 2,320 | 0.2% | 0.19% | 785 | +999 | 3.27% | Q1 2026 | May 01, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 31,456 | 2,316 | 0.91% | 1.23% | 786 | -10,983 | -25.88% | Q1 2026 | Apr 23, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 31,408 | 2,312 | 0.22% | 0.23% | 787 | -1,232 | -3.77% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 31,039 | 2,285 | 0.05% | 0.06% | 788 | -2,693 | -7.98% | Q1 2026 | May 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 30,824 | 2,269 | 0.31% | 0.27% | 789 | +286 | 0.94% | Q1 2026 | May 13, 2026 |
| TOWLE & CO | History | New | 30,691 | 2,260 | 0.88% | — | 790 | +30,691 | New | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 30,605 | 2,253 | 0.24% | 0.22% | 791 | +1,480 | 5.08% | Q1 2026 | Apr 15, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 30,582 | 2,252 | 0.63% | 0.55% | 792 | +6,019 | 24.5% | Q1 2026 | Apr 24, 2026 |
| Gordian Advisors LLC | History | Reduced | 30,520 | 2,247 | 1.5% | 1.52% | 793 | -373 | -1.21% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 30,464 | 2,243 | 0.36% | 0.47% | 794 | -4,092 | -11.84% | Q1 2026 | Apr 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 30,381 | 2,237 | 0.03% | 0.09% | 795 | -65,157 | -68.2% | Q1 2026 | Apr 28, 2026 |
| Independent Wealth Network Inc. | History | Added to | 30,140 | 2,219 | 0.66% | 0.55% | 796 | +5,633 | 22.99% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Reduced | 30,081 | 2,215 | 0.08% | 0.11% | 797 | -1,731 | -5.44% | Q1 2026 | May 19, 2026 |
| Straight Path Wealth Management | History | Added to | 29,994 | 2,208 | 0.59% | 0.6% | 798 | +190 | 0.64% | Q1 2026 | Apr 22, 2026 |
| Janney Capital Management LLC | History | No change | 29,776 | 2,206 | 0.14% | 0.14% | 799 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 29,836 | 2,197 | 0.27% | 0.41% | 800 | -18,820 | -38.68% | Q1 2026 | May 14, 2026 |
| Fort Henry Capital, LLC | History | Added to | 29,839 | 2,197 | 1.33% | 1.26% | 801 | +2,056 | 7.4% | Q1 2026 | Apr 20, 2026 |
| REDW Wealth LLC | History | Reduced | 29,771 | 2,192 | 0.87% | 0.87% | 802 | -1,054 | -3.42% | Q1 2026 | May 07, 2026 |
| Capital Investment Management, Inc. | History | Added to | 29,686 | 2,185 | 0.75% | 0.65% | 803 | +4,685 | 18.74% | Q1 2026 | Apr 22, 2026 |
| TABR Capital Management, LLC | History | Added to | 29,671 | 2,184 | 2.01% | 1.37% | 804 | +1,996 | 7.21% | Q1 2026 | Apr 27, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 29,476 | 2,170 | 0.6% | 0.58% | 805 | +187 | 0.64% | Q1 2026 | May 12, 2026 |
| Southland Equity Partners LLC | History | Added to | 29,460 | 2,169 | 0.42% | 0.38% | 806 | +3,190 | 12.14% | Q1 2026 | Apr 14, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 29,317 | 2,158 | 0.72% | 0.78% | 807 | +1,540 | 5.54% | Q1 2026 | Apr 23, 2026 |
| Moneda S.A. Administradora General de Fondos | History | Added to | 29,276 | 2,155 | 1.76% | 1.92% | 808 | +336 | 1.16% | Q1 2026 | May 15, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 29,074 | 2,140 | 1.56% | 1.6% | 809 | +8,745 | 43.02% | Q1 2026 | Apr 23, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 29,057 | 2,139 | 0.82% | 0.17% | 811 | +4,338 | 17.55% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | No change | 29,050 | 2,139 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 29,013 | 2,136 | 0.74% | 0.82% | 813 | -2,147 | -6.89% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 29,006 | 2,136 | 0.26% | 0.24% | 812 | +2,013 | 7.46% | Q1 2026 | May 04, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 28,648 | 2,122 | 3.22% | 3.22% | 814 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 28,701 | 2,113 | 0.14% | 0.25% | 815 | -42,978 | -59.96% | Q1 2026 | May 08, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 28,482 | 2,097 | 2.21% | 1.96% | 816 | +2,928 | 11.46% | Q1 2026 | May 07, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 28,426 | 2,093 | 0.6% | 0.56% | 817 | +2,526 | 9.75% | Q1 2026 | Apr 15, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 28,375 | 2,089 | 0.63% | 0.81% | 818 | -3,640 | -11.37% | Q1 2026 | Apr 21, 2026 |
| Pearl Planning LLC | History | Reduced | 27,663 | 2,037 | 1.09% | 8.99% | 819 | -170,743 | -86.06% | Q1 2026 | Apr 30, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 27,658 | 2,036 | 1.84% | 1.24% | 820 | +9,371 | 51.24% | Q1 2026 | May 20, 2026 |
| EASTERN BANK | History | Reduced | 27,627 | 2,034 | 0.03% | 0.04% | 821 | -502 | -1.78% | Q1 2026 | Apr 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 27,588 | 2,031 | 0.12% | 0.06% | 822 | +13,071 | 90.04% | Q1 2026 | May 14, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 27,555 | 2,029 | 0.79% | 0.66% | 823 | +4,190 | 17.93% | Q1 2026 | Apr 27, 2026 |
| PAX Financial Group, LLC | History | Reduced | 27,551 | 2,028 | 0.35% | 0.38% | 824 | -2,304 | -7.72% | Q1 2026 | Apr 27, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 27,528 | 2,027 | 1.34% | 1.43% | 825 | -1,038 | -3.63% | Q1 2026 | May 04, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 27,038 | 1,991 | 0.11% | 0.13% | 826 | -1,870 | -6.47% | Q1 2026 | May 14, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 27,004 | 1,988 | 2.4% | 2.39% | 827 | -1,207 | -4.28% | Q1 2026 | Apr 22, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 26,807 | 1,974 | 0.29% | 0.25% | 828 | +1,328 | 5.21% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 26,649 | 1,962 | 0.05% | 0.03% | 829 | +10,169 | 61.71% | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 26,624 | 1,960 | 0.05% | 0.05% | 830 | -826 | -3.01% | Q1 2026 | Apr 21, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 26,594 | 1,958 | 0.27% | 0.27% | 831 | -382 | -1.42% | Q1 2026 | May 04, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 26,558 | 1,955 | 0.06% | 0.06% | 832 | +1,352 | 5.36% | Q1 2026 | Apr 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 26,542 | 1,954 | 0.13% | 0.13% | 833 | +442 | 1.69% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 26,498 | 1,951 | 0.04% | 0.03% | 834 | +7,047 | 36.23% | Q1 2026 | Apr 14, 2026 |
| Pioneer Wealth Management Group | History | Added to | 26,318 | 1,938 | 0.54% | 0.55% | 835 | +1,907 | 7.81% | Q1 2026 | Apr 08, 2026 |
| Legacy PCG, LLC | History | Reduced | 26,034 | 1,917 | 10.3% | 7.93% | 837 | -146,854 | -84.94% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 26,037 | 1,917 | 0.01% | 0.01% | 836 | -1,364 | -4.98% | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 25,906 | 1,907 | 0.16% | 0.17% | 838 | +1,276 | 5.18% | Q1 2026 | Apr 09, 2026 |
| Evensky & Katz LLC | History | Reduced | 25,875 | 1,905 | 0.11% | 0.12% | 839 | -2,300 | -8.16% | Q1 2026 | Apr 22, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 25,868 | 1,904 | 0.33% | 3.78% | 840 | -256,017 | -90.82% | Q1 2026 | Apr 08, 2026 |
| Silver Coast Investments LLC | History | New | 25,790 | 1,899 | 0.61% | — | 841 | +25,790 | New | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 25,759 | 1,896 | 0.03% | 0.03% | 842 | -1,119 | -4.16% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 25,694 | 1,892 | 0.01% | 0.0% | 843 | +2,922 | 12.83% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 25,670 | 1,890 | 0.1% | 0.1% | 844 | -91 | -0.35% | Q1 2026 | Apr 08, 2026 |
| Haverford Trust Co | History | Reduced | 25,392 | 1,869 | 0.02% | 0.03% | 845 | -18,653 | -42.35% | Q1 2026 | May 11, 2026 |
| Bonfire Financial | History | Reduced | 25,307 | 1,863 | 1.4% | 1.46% | 846 | -1,041 | -3.95% | Q1 2026 | May 06, 2026 |
| Leo Wealth, LLC | History | Added to | 25,250 | 1,862 | 0.14% | 0.13% | 847 | +1,751 | 7.45% | Q1 2026 | May 05, 2026 |
| Vigilare Wealth Management | History | Reduced | 25,185 | 1,854 | 0.63% | 1.76% | 848 | -45,535 | -64.39% | Q1 2026 | Apr 01, 2026 |
| RBA Wealth Management, LLC | History | Added to | 25,074 | 1,846 | 0.66% | 0.63% | 849 | +142 | 0.57% | Q1 2026 | Apr 22, 2026 |
| GW&K Investment Management, LLC | History | Added to | 24,877 | 1,832 | 0.02% | 0.02% | 850 | +542 | 2.23% | Q1 2026 | May 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 24,748 | 1,822 | 0.81% | 0.82% | 851 | +749 | 3.12% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 24,668 | 1,816 | 0.16% | 0.47% | 852 | -83,049 | -77.1% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 24,662 | 1,816 | 0.03% | 0.03% | 853 | +2,679 | 12.19% | Q1 2026 | May 14, 2026 |
| Eley Financial Management, Inc | History | Reduced | 24,529 | 1,806 | 0.65% | 0.66% | 854 | -103 | -0.42% | Q1 2026 | May 19, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 24,498 | 1,804 | 0.18% | 0.16% | 855 | +2,718 | 12.48% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | Reduced | 24,382 | 1,795 | 0.2% | 0.36% | 856 | -19,357 | -44.26% | Q1 2026 | May 01, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 24,268 | 1,787 | 0.23% | 0.23% | 857 | -353 | -1.43% | Q1 2026 | May 07, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 24,241 | 1,785 | 1.82% | 1.7% | 858 | +2,713 | 12.6% | Q1 2026 | May 12, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 24,201 | 1,782 | 1.32% | 1.27% | 859 | +1,430 | 6.28% | Q1 2026 | Apr 20, 2026 |
| McLean Asset Management Corp | History | Added to | 24,157 | 1,778 | 0.31% | 0.17% | 860 | +11,482 | 90.59% | Q1 2026 | Apr 22, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 24,091 | 1,774 | 1.07% | 2.09% | 861 | -23,203 | -49.06% | Q1 2026 | May 07, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 24,089 | 1,773 | 0.23% | 0.25% | 862 | -100 | -0.41% | Q1 2026 | May 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 24,068 | 1,772 | 0.59% | 0.56% | 863 | +3,289 | 15.83% | Q1 2026 | May 12, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 23,987 | 1,766 | 0.26% | — | 864 | +23,987 | New | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 23,873 | 1,758 | 0.28% | 0.28% | 865 | -244 | -1.01% | Q1 2026 | Apr 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 23,823 | 1,754 | 0.05% | 0.05% | 866 | +2,572 | 12.1% | Q1 2026 | Apr 21, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 23,578 | 1,736 | 0.3% | 0.42% | 867 | -8,701 | -26.96% | Q1 2026 | May 05, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 23,208 | 1,709 | 0.42% | 0.49% | 868 | -4,538 | -16.36% | Q1 2026 | May 14, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 23,072 | 1,708 | 0.36% | 0.36% | 869 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 23,060 | 1,695 | 0.47% | 0.48% | 870 | +1,002 | 4.54% | Q1 2026 | Apr 08, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 22,971 | 1,691 | 0.26% | 0.28% | 871 | -590 | -2.5% | Q1 2026 | May 04, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 22,795 | 1,678 | 0.19% | 0.19% | 872 | -614 | -2.62% | Q1 2026 | Apr 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 22,743 | 1,674 | 0.06% | 0.05% | 873 | +4,032 | 21.55% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 22,717 | 1,672 | 0.09% | 0.07% | 874 | +5,795 | 34.25% | Q1 2026 | Apr 30, 2026 |
| Lynx Investment Advisory | History | Added to | 22,589 | 1,663 | 0.79% | 0.73% | 875 | +4,565 | 25.33% | Q1 2026 | Apr 24, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 22,527 | 1,658 | 0.13% | 0.08% | 876 | +9,057 | 67.24% | Q1 2026 | Apr 22, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 22,353 | 1,646 | 0.96% | 0.53% | 877 | +8,497 | 61.32% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 22,331 | 1,644 | 0.09% | 0.12% | 878 | -7,748 | -25.76% | Q1 2026 | Apr 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 22,262 | 1,639 | 0.35% | 0.31% | 879 | +2,533 | 12.84% | Q1 2026 | May 13, 2026 |
| Talon Private Wealth, LLC | History | New | 22,249 | 1,638 | 0.22% | — | 880 | +22,249 | New | Q1 2026 | May 15, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 22,206 | 1,635 | 0.53% | 0.58% | 881 | -2,377 | -9.67% | Q1 2026 | Apr 21, 2026 |
| Chicago Capital, LLC | History | No change | 22,195 | 1,634 | 0.04% | 0.04% | 882 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 22,097 | 1,627 | 1.33% | 1.14% | 883 | -6 | -0.03% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 22,051 | 1,623 | 0.1% | 0.06% | 884 | +3,993 | 22.11% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 21,970 | 1,617 | 0.03% | 0.03% | 885 | +1,989 | 9.95% | Q1 2026 | Apr 15, 2026 |
| Sincerus Advisory, LLC | History | Added to | 21,881 | 1,611 | 1.22% | 1.04% | 886 | +4,417 | 25.29% | Q1 2026 | Apr 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 21,805 | 1,605 | 0.1% | 0.1% | 887 | -333 | -1.5% | Q1 2026 | May 12, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 21,754 | 1,601 | 1.29% | 1.38% | 889 | +155 | 0.72% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 21,741 | 1,601 | 0.01% | 0.01% | 888 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 21,738 | 1,600 | 0.53% | 0.94% | 891 | -13,315 | -37.99% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 21,738 | 1,600 | 0.22% | 0.21% | 890 | +93 | 0.43% | Q1 2026 | May 12, 2026 |
| First Pacific Financial | History | Added to | 21,704 | 1,598 | 0.21% | 0.17% | 892 | +4,480 | 26.01% | Q1 2026 | Apr 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 21,656 | 1,594 | 0.05% | 0.06% | 893 | -1,050 | -4.62% | Q1 2026 | May 14, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 21,639 | 1,593 | 0.29% | 0.32% | 894 | -1,330 | -5.79% | Q1 2026 | May 06, 2026 |
| Old Peak Finance LLC | History | Added to | 21,627 | 1,592 | 0.93% | 0.98% | 895 | +116 | 0.54% | Q1 2026 | Apr 24, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 21,612 | 1,591 | 1.63% | 1.67% | 896 | -329 | -1.5% | Q1 2026 | May 13, 2026 |
| SELDON CAPITAL LP | History | No change | 21,582 | 1,589 | 0.58% | 0.55% | 897 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 21,570 | 1,582 | 0.57% | 0.64% | 898 | -729 | -3.27% | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 21,475 | 1,581 | 0.06% | 0.06% | 899 | +2,063 | 10.63% | Q1 2026 | Apr 13, 2026 |
| Apeiron RIA LLC | History | Added to | 21,435 | 1,578 | 0.37% | 0.29% | 900 | +1,899 | 9.72% | Q1 2026 | Apr 27, 2026 |
| Wedmont Private Capital | History | Reduced | 21,376 | 1,575 | 0.05% | 0.07% | 901 | -3,880 | -15.36% | Q1 2026 | Apr 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 21,294 | 1,568 | 0.11% | 0.1% | 902 | +872 | 4.27% | Q1 2026 | May 14, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 20,658 | 1,551 | 0.14% | 0.14% | 903 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 20,997 | 1,546 | 0.37% | 0.17% | 904 | +11,578 | 122.92% | Q1 2026 | Apr 20, 2026 |
| Aegis Wealth Management LLC | History | Added to | 20,950 | 1,542 | 0.88% | 0.86% | 905 | +350 | 1.7% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 20,900 | 1,539 | 0.0% | 0.0% | 906 | +4,700 | 29.01% | Q1 2026 | May 15, 2026 |
| Pacific Asset Management, LLC | History | Added to | 20,868 | 1,536 | 0.86% | 0.69% | 907 | +5,360 | 34.56% | Q1 2026 | May 01, 2026 |
| MBA Advisors LLC | History | Added to | 20,823 | 1,533 | 0.59% | 0.6% | 908 | +551 | 2.72% | Q1 2026 | Apr 20, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 20,759 | 1,528 | 0.16% | 0.17% | 909 | -968 | -4.46% | Q1 2026 | May 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 20,736 | 1,527 | 0.04% | 0.04% | 910 | +2,138 | 11.5% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 20,690 | 1,525 | 0.09% | 0.12% | 912 | -6,456 | -23.78% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 20,709 | 1,525 | 0.14% | 0.13% | 911 | +514 | 2.55% | Q1 2026 | Apr 30, 2026 |
| PFG Investments, LLC | History | Reduced | 20,708 | 1,524 | 0.07% | 0.09% | 913 | -4,644 | -18.32% | Q1 2026 | Apr 27, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 20,534 | 1,512 | 0.73% | 0.56% | 914 | +4,574 | 28.66% | Q1 2026 | May 12, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 20,470 | 1,507 | 0.51% | 0.54% | 915 | +327 | 1.62% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 20,189 | 1,486 | 0.18% | 0.19% | 916 | +12 | 0.06% | Q1 2026 | Apr 23, 2026 |
| Navigate Wealth Management, LLC | History | New | 20,019 | 1,476 | 1.04% | — | 917 | +20,019 | New | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 20,016 | 1,473 | 0.07% | 0.07% | 918 | -1,709 | -7.87% | Q1 2026 | May 12, 2026 |
| Burkett Asset Management Ltd | History | No change | 19,995 | 1,472 | 1.45% | 1.5% | 919 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Carrera Capital Advisors | History | Added to | 19,947 | 1,468 | 0.23% | 0.25% | 920 | +162 | 0.82% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | Reduced | 19,930 | 1,467 | 0.02% | 0.03% | 921 | -7,814 | -28.16% | Q1 2026 | May 01, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 19,919 | 1,466 | 0.53% | 0.53% | 922 | +101 | 0.51% | Q1 2026 | Apr 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 19,895 | 1,465 | 0.08% | 0.07% | 923 | +2,414 | 13.81% | Q1 2026 | Apr 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 19,904 | 1,465 | 0.3% | 0.32% | 924 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 19,881 | 1,464 | 0.2% | 0.2% | 925 | -184 | -0.92% | Q1 2026 | May 14, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 19,635 | 1,445 | 0.53% | 0.38% | 926 | +6,480 | 49.26% | Q1 2026 | Apr 28, 2026 |
| Legacy Financial Group LLC | History | Added to | 19,561 | 1,440 | 0.18% | 0.17% | 927 | +1,001 | 5.39% | Q1 2026 | May 04, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 19,533 | 1,438 | 0.06% | 0.04% | 928 | +7,304 | 59.73% | Q1 2026 | May 11, 2026 |
| Edge Financial Advisors LLC | History | No change | 19,401 | 1,437 | 0.6% | 0.6% | 929 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TME FINANCIAL, INC. | History | Added to | 19,498 | 1,435 | 0.99% | 0.9% | 930 | +2,114 | 12.16% | Q1 2026 | May 12, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | New | 19,459 | 1,432 | 0.56% | — | 931 | +19,459 | New | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 19,431 | 1,430 | 0.36% | 0.37% | 932 | +2,145 | 12.41% | Q1 2026 | May 08, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 19,343 | 1,424 | 1.07% | 1.19% | 933 | -460 | -2.32% | Q1 2026 | Apr 21, 2026 |
| VestGen Investment Management | History | Added to | 19,146 | 1,409 | 0.78% | 0.74% | 934 | +1,230 | 6.87% | Q1 2026 | May 12, 2026 |
| Ketron Financial | History | Reduced | 19,101 | 1,406 | 0.5% | 0.48% | 935 | -189 | -0.98% | Q1 2026 | Apr 21, 2026 |
| WASHINGTON TRUST Co | History | No change | 19,050 | 1,402 | 0.05% | 0.05% | 936 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 19,036 | 1,401 | 0.3% | 0.17% | 937 | +8,640 | 83.11% | Q1 2026 | May 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 19,004 | 1,399 | 0.15% | 0.34% | 938 | -24,240 | -56.05% | Q1 2026 | Apr 23, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 18,954 | 1,395 | 1.01% | 0.3% | 939 | -4,787 | -20.16% | Q1 2026 | Apr 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 18,940 | 1,394 | 0.11% | 0.1% | 940 | +1,233 | 6.96% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 18,923 | 1,393 | 0.46% | 0.5% | 941 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Red Wave Investments LLC | History | Reduced | 18,897 | 1,391 | 0.42% | 0.45% | 942 | -1,682 | -8.17% | Q1 2026 | May 08, 2026 |
| Evolution Advisers, Inc. | History | Added to | 18,746 | 1,380 | 0.58% | 0.32% | 943 | +8,654 | 85.75% | Q1 2026 | May 01, 2026 |
| WEBSTER BANK, N. A. | History | No change | 18,665 | 1,374 | 0.13% | 0.13% | 944 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Creekside Partners | History | Added to | 18,658 | 1,373 | 0.57% | 0.58% | 945 | +40 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Private Capital Management, LLC | History | Reduced | 18,629 | 1,371 | 0.14% | 0.13% | 946 | -200 | -1.06% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 18,561 | 1,366 | 0.06% | 0.06% | 947 | +354 | 1.94% | Q1 2026 | Apr 28, 2026 |
| Tillman Hartley LLC | History | Reduced | 18,541 | 1,365 | 0.34% | 0.37% | 948 | -1,247 | -6.3% | Q1 2026 | May 08, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 18,350 | 1,351 | 0.78% | 0.71% | 949 | +1,747 | 10.52% | Q1 2026 | May 01, 2026 |
| Wealth Group Ltd | History | Reduced | 18,337 | 1,350 | 0.31% | 0.31% | 950 | -319 | -1.71% | Q1 2026 | Apr 10, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 18,301 | 1,347 | 0.01% | 0.01% | 951 | +4,820 | 35.75% | Q1 2026 | May 15, 2026 |
| Sidoxia Capital Management, LLC | History | New | 18,252 | 1,344 | 1.16% | — | 952 | +18,252 | New | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 18,203 | 1,340 | 0.34% | 0.24% | 953 | +6,145 | 50.96% | Q1 2026 | Apr 29, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 18,156 | 1,337 | 0.88% | 0.89% | 954 | +200 | 1.11% | Q1 2026 | May 13, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 18,126 | 1,334 | 0.13% | 0.14% | 955 | -519 | -2.78% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Added to | 18,037 | 1,328 | 0.3% | 0.28% | 956 | +1,793 | 11.04% | Q1 2026 | Apr 10, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 17,986 | 1,324 | 0.6% | 0.58% | 957 | +421 | 2.4% | Q1 2026 | May 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 17,911 | 1,318 | 0.21% | 0.23% | 958 | +1,493 | 9.09% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 17,885 | 1,317 | 0.03% | 0.03% | 959 | +1,433 | 8.71% | Q1 2026 | May 15, 2026 |
| American Investment Services, Inc. | History | Added to | 17,843 | 1,313 | 0.29% | 0.26% | 960 | +2,502 | 16.31% | Q1 2026 | May 13, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 17,804 | 1,306 | 1.23% | 2.98% | 961 | -13,315 | -42.79% | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 17,587 | 1,295 | 0.51% | 0.53% | 962 | -366 | -2.04% | Q1 2026 | May 04, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 17,585 | 1,294 | 0.33% | 0.29% | 963 | +2,680 | 17.98% | Q1 2026 | May 01, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 17,492 | 1,288 | 0.12% | 0.12% | 964 | +367 | 2.14% | Q1 2026 | Apr 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 17,814 | 1,282 | 0.31% | 0.28% | 965 | +2,141 | 13.66% | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 17,447 | 1,280 | 0.09% | 0.08% | 966 | +924 | 5.59% | Q1 2026 | May 01, 2026 |
| Plan Group Financial, LLC | History | Reduced | 17,369 | 1,279 | 0.3% | 0.5% | 967 | -8,566 | -33.03% | Q1 2026 | Apr 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 17,347 | 1,277 | 0.39% | 0.38% | 968 | +197 | 1.15% | Q1 2026 | May 18, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 17,196 | 1,266 | 0.32% | 0.3% | 969 | +1,512 | 9.64% | Q1 2026 | May 05, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 17,164 | 1,263 | 0.91% | 1.02% | 970 | -936 | -5.17% | Q1 2026 | Apr 13, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 16,926 | 1,246 | 0.11% | 3.43% | 971 | -533,127 | -96.92% | Q1 2026 | May 05, 2026 |
| PKS Advisory Services, LLC | History | Added to | 16,907 | 1,245 | 0.29% | 0.27% | 972 | +659 | 4.06% | Q1 2026 | May 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 16,892 | 1,242 | 0.04% | 0.04% | 973 | -4,532 | -21.15% | Q1 2026 | Apr 08, 2026 |
| Cumberland Partners Ltd | History | No change | 16,675 | 1,227 | 0.09% | 0.08% | 974 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 16,619 | 1,223 | 0.08% | 0.08% | 975 | +1,013 | 6.49% | Q1 2026 | Apr 28, 2026 |
| Grandview Asset Management LLC | History | Reduced | 16,610 | 1,223 | 0.36% | 0.34% | 976 | -119 | -0.71% | Q1 2026 | May 07, 2026 |
| Legacy Advisors, LLC | History | Added to | 16,441 | 1,210 | 0.14% | 0.08% | 977 | +6,252 | 61.36% | Q1 2026 | May 05, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 16,406 | 1,208 | 0.42% | 0.38% | 978 | +721 | 4.6% | Q1 2026 | Apr 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 16,126 | 1,187 | 0.02% | 0.02% | 979 | +365 | 2.32% | Q1 2026 | Apr 09, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 16,117 | 1,186 | 0.09% | 0.11% | 980 | -8,267 | -33.9% | Q1 2026 | May 20, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 16,011 | 1,179 | 0.28% | 0.26% | 981 | +18 | 0.11% | Q1 2026 | Apr 30, 2026 |
| Centurion Wealth Management LLC | History | Added to | 15,947 | 1,174 | 0.26% | 0.26% | 982 | +67 | 0.42% | Q1 2026 | Apr 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 15,930 | 1,173 | 0.02% | 0.34% | 984 | -17,468,798 | -99.91% | Q1 2026 | May 07, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 15,940 | 1,173 | 0.21% | 0.2% | 983 | +689 | 4.52% | Q1 2026 | Apr 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 15,877 | 1,169 | 0.0% | 0.0% | 985 | -3,879 | -19.63% | Q1 2026 | May 15, 2026 |
| Applied Capital LLC | History | Reduced | 15,674 | 1,154 | 0.43% | 0.53% | 986 | -3,034 | -16.22% | Q1 2026 | Apr 22, 2026 |
| Life Planning Partners, Inc | History | Added to | 15,677 | 1,154 | 0.88% | 0.89% | 987 | +1 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 15,662 | 1,153 | 0.16% | 0.22% | 988 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 15,595 | 1,148 | 0.18% | 0.17% | 989 | +1,114 | 7.69% | Q1 2026 | Apr 29, 2026 |
| Aspire Private Capital, LLC | History | Added to | 15,598 | 1,148 | 0.26% | 0.25% | 990 | +349 | 2.29% | Q1 2026 | Apr 22, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 15,509 | 1,148 | 0.22% | 0.22% | 991 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VERITY Wealth Advisors | History | Reduced | 15,538 | 1,144 | 0.76% | 0.74% | 992 | -570 | -3.54% | Q1 2026 | Apr 09, 2026 |
| Ted Buchan & Co | History | Reduced | 15,514 | 1,142 | 0.41% | 0.45% | 993 | -902 | -5.49% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 15,420 | 1,135 | 0.45% | 0.43% | 994 | +1,000 | 6.93% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | Added to | 15,319 | 1,128 | 0.23% | 0.24% | 995 | +8 | 0.05% | Q1 2026 | May 01, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 15,250 | 1,123 | 0.48% | 0.41% | 996 | +2,164 | 16.54% | Q1 2026 | Apr 20, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 15,247 | 1,122 | 0.19% | 0.2% | 997 | -998 | -6.14% | Q1 2026 | Apr 29, 2026 |
| eCIO, Inc. | History | Added to | 15,242 | 1,122 | 0.49% | 0.51% | 998 | +352 | 2.36% | Q1 2026 | Apr 14, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 15,119 | 1,119 | 1.08% | 1.08% | 999 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 15,188 | 1,118 | 0.41% | 0.37% | 1000 | +1,744 | 12.97% | Q1 2026 | Apr 17, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 15,150 | 1,115 | 0.78% | 0.89% | 1001 | -1,855 | -10.91% | Q1 2026 | May 13, 2026 |
| Fiduciary Group, LLC | History | Reduced | 14,928 | 1,099 | 0.09% | 0.09% | 1002 | -87 | -0.58% | Q1 2026 | May 11, 2026 |
| SWMG, LLC | History | Added to | 14,884 | 1,096 | 0.31% | 0.3% | 1003 | +142 | 0.96% | Q1 2026 | Apr 24, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 14,792 | 1,089 | 0.59% | 0.55% | 1004 | +432 | 3.01% | Q1 2026 | May 14, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 14,782 | 1,088 | 0.82% | 0.83% | 1005 | +94 | 0.64% | Q1 2026 | Apr 16, 2026 |
| Factor Wealth Management LTD | History | Reduced | 14,772 | 1,087 | 0.2% | 0.28% | 1007 | -2,601 | -14.97% | Q1 2026 | Apr 20, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 14,764 | 1,087 | 0.88% | 0.79% | 1006 | +1,776 | 13.67% | Q1 2026 | May 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 14,711 | 1,083 | 0.31% | 0.66% | 1008 | -16,540 | -52.93% | Q1 2026 | May 14, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 14,669 | 1,078 | 0.55% | 0.55% | 1009 | +70 | 0.48% | Q1 2026 | May 15, 2026 |
| Clark Asset Management, LLC | History | Added to | 14,605 | 1,075 | 0.1% | 0.08% | 1011 | +4,356 | 42.5% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 14,607 | 1,075 | 0.01% | 0.01% | 1010 | -54 | -0.37% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Added to | 14,585 | 1,074 | 0.02% | 0.02% | 1012 | +91 | 0.63% | Q1 2026 | May 11, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 14,529 | 1,069 | 0.29% | 0.24% | 1013 | +2,506 | 20.84% | Q1 2026 | May 12, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 14,455 | 1,069 | 0.42% | 0.39% | 1014 | +858 | 6.31% | Q1 2026 | Apr 27, 2026 |
| NOVEM GROUP | History | Added to | 14,497 | 1,067 | 0.12% | 0.12% | 1015 | +42 | 0.29% | Q1 2026 | Apr 10, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,486 | 1,066 | 0.02% | 0.02% | 1016 | +514 | 3.68% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 14,446 | 1,063 | 0.03% | 0.02% | 1017 | +5,113 | 54.78% | Q1 2026 | Apr 07, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 14,396 | 1,060 | 0.24% | 0.23% | 1018 | +1,275 | 9.72% | Q1 2026 | May 14, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 14,354 | 1,057 | 0.51% | 0.61% | 1019 | -1,954 | -11.98% | Q1 2026 | Apr 22, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 14,355 | 1,057 | 0.82% | 0.86% | 1020 | -89 | -0.62% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 14,350 | 1,056 | 0.06% | 0.37% | 1021 | -98,240 | -87.25% | Q1 2026 | Apr 28, 2026 |
| HCR Wealth Advisors | History | Reduced | 14,285 | 1,051 | 0.11% | 0.13% | 1022 | -3,228 | -18.43% | Q1 2026 | Apr 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 14,259 | 1,050 | 0.11% | 0.14% | 1023 | -2,543 | -15.14% | Q1 2026 | May 04, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14,095 | 1,037 | 0.27% | 0.28% | 1024 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,990 | 1,036 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 14,060 | 1,035 | 0.01% | 0.01% | 1026 | +1,942 | 16.03% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 14,008 | 1,031 | 0.02% | 0.03% | 1027 | -3,957 | -22.03% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 13,978 | 1,029 | 0.11% | 0.11% | 1028 | -389 | -2.71% | Q1 2026 | May 11, 2026 |
| Hendershot Investments Inc. | History | Reduced | 13,963 | 1,028 | 0.14% | 0.13% | 1029 | -199 | -1.41% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 13,939 | 1,026 | 0.25% | — | 1030 | +13,939 | New | Q1 2026 | May 12, 2026 |
| Nilsine Partners, LLC | History | New | 13,857 | 1,021 | 0.08% | — | 1031 | +13,857 | New | Q1 2026 | Apr 29, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 13,839 | 1,019 | 0.46% | 0.54% | 1032 | -746 | -5.11% | Q1 2026 | Apr 20, 2026 |
| Americana Partners, LLC | History | Added to | 13,800 | 1,016 | 0.03% | 0.03% | 1033 | +698 | 5.33% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,765 | 1,013 | 0.04% | 0.04% | 1035 | -1,172 | -7.85% | Q1 2026 | Apr 28, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 13,796 | 1,013 | 0.06% | 0.06% | 1034 | -964 | -6.53% | Q1 2026 | May 14, 2026 |
| Impact Capital Partners LLC | History | Added to | 13,747 | 1,012 | 0.31% | 0.29% | 1036 | +418 | 3.14% | Q1 2026 | Apr 10, 2026 |
| Heritage Financial Services, LLC | History | No change | 13,655 | 1,011 | 0.08% | 0.08% | 1037 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 13,634 | 1,004 | 0.12% | 0.24% | 1038 | -11,461 | -45.67% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Added to | 13,555 | 998 | 0.03% | 0.02% | 1039 | +3,682 | 37.29% | Q1 2026 | Apr 22, 2026 |
| Baron Wealth Management LLC | History | Added to | 13,553 | 998 | 0.3% | 0.29% | 1040 | +831 | 6.53% | Q1 2026 | Apr 16, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 13,436 | 989 | 0.15% | 0.26% | 1042 | -8,344 | -38.31% | Q1 2026 | Apr 23, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 13,526 | 989 | 0.06% | 0.03% | 1041 | +6,591 | 95.04% | Q1 2026 | May 14, 2026 |
| DecisionMap Wealth Management, LLC | History | New | 13,367 | 984 | 0.64% | — | 1043 | +13,367 | New | Q1 2026 | Apr 15, 2026 |
| BURNEY CO/ | History | Added to | 13,299 | 979 | 0.03% | 0.02% | 1044 | +5,421 | 68.81% | Q1 2026 | Apr 29, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 13,286 | 978 | 0.06% | 0.06% | 1045 | -114 | -0.85% | Q1 2026 | Apr 30, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 13,256 | 976 | 0.02% | 0.02% | 1046 | +84 | 0.64% | Q1 2026 | May 04, 2026 |
| Ellenbecker Investment Group | History | Reduced | 13,236 | 974 | 0.13% | 0.15% | 1047 | -1,433 | -9.77% | Q1 2026 | Apr 23, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 13,113 | 965 | 0.64% | 0.7% | 1048 | -850 | -6.09% | Q1 2026 | Apr 13, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 13,092 | 964 | 0.39% | 0.41% | 1049 | -1,003 | -7.12% | Q1 2026 | Apr 24, 2026 |
| GeoWealth Management, LLC | History | Added to | 13,029 | 959 | 0.03% | 0.03% | 1050 | +1,438 | 12.41% | Q1 2026 | May 13, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 13,018 | 958 | 0.25% | 0.25% | 1051 | +89 | 0.69% | Q1 2026 | May 05, 2026 |
| Gambit Capital Management, LLC | History | New | 12,996 | 957 | 0.66% | — | 1052 | +12,996 | New | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 12,962 | 954 | 0.0% | 0.0% | 1053 | +2,635 | 25.52% | Q1 2026 | Apr 24, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 12,908 | 950 | 0.3% | 0.3% | 1054 | -187 | -1.43% | Q1 2026 | Apr 16, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 12,842 | 945 | 0.19% | 0.22% | 1055 | -2,053 | -13.78% | Q1 2026 | May 14, 2026 |
| Friedenthal Financial | History | Reduced | 12,800 | 942 | 0.47% | 1.05% | 1056 | -14,812 | -53.64% | Q1 2026 | Apr 20, 2026 |
| LexAurum Advisors, LLC | History | New | 12,704 | 935 | 0.12% | — | 1058 | +12,704 | New | Q1 2026 | Apr 13, 2026 |
| BCS Wealth Management | History | Reduced | 12,710 | 935 | 0.19% | 0.14% | 1057 | -5,606 | -30.61% | Q1 2026 | Apr 17, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 12,630 | 930 | 0.43% | 0.4% | 1060 | +260 | 2.1% | Q1 2026 | May 04, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 12,633 | 930 | 0.17% | 0.18% | 1059 | +163 | 1.31% | Q1 2026 | Apr 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 12,533 | 922 | 0.13% | 0.16% | 1061 | -2,382 | -15.97% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,470 | 918 | 0.06% | 0.06% | 1062 | +410 | 3.4% | Q1 2026 | Apr 13, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 12,430 | 915 | 0.04% | 0.07% | 1063 | -7,083 | -36.3% | Q1 2026 | Apr 09, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 12,395 | 912 | 0.3% | 0.2% | 1064 | +4,111 | 49.63% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 12,274 | 904 | 0.63% | 0.46% | 1065 | +385 | 3.24% | Q1 2026 | May 05, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 12,240 | 901 | 0.11% | 0.09% | 1066 | +1,900 | 18.38% | Q1 2026 | May 11, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 12,227 | 900 | 0.56% | 0.89% | 1067 | -9,993 | -44.97% | Q1 2026 | May 04, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,181 | 897 | 0.42% | 0.43% | 1068 | +17 | 0.14% | Q1 2026 | Apr 08, 2026 |
| Ascentis Independent Advisors | History | Added to | 12,141 | 894 | 0.07% | 0.1% | 1069 | +3,872 | 46.83% | Q1 2026 | Apr 28, 2026 |
| Verum Partners LLC | History | Added to | 12,117 | 892 | 0.17% | 0.11% | 1070 | +4,601 | 61.22% | Q1 2026 | Apr 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 12,092 | 890 | 0.25% | 0.34% | 1071 | -4,182 | -25.7% | Q1 2026 | May 07, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 12,095 | 890 | 0.67% | 0.67% | 1072 | -445 | -3.55% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 12,074 | 889 | 0.07% | 0.06% | 1073 | +940 | 8.44% | Q1 2026 | Apr 14, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 11,996 | 883 | 0.35% | 0.37% | 1074 | -233 | -1.91% | Q1 2026 | May 01, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 11,984 | 882 | 0.15% | 0.16% | 1075 | -599 | -4.76% | Q1 2026 | Apr 17, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 11,939 | 879 | 0.21% | 0.1% | 1076 | +6,876 | 135.81% | Q1 2026 | May 07, 2026 |
| Cannell & Spears LLC | History | New | 11,928 | 878 | 0.02% | — | 1077 | +11,928 | New | Q1 2026 | May 15, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 11,884 | 875 | 0.43% | 0.47% | 1078 | -609 | -4.87% | Q1 2026 | Apr 27, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 11,817 | 870 | 0.44% | 0.44% | 1079 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FWG Investments, LLC. | History | Added to | 11,805 | 869 | 0.55% | 0.3% | 1080 | +5,423 | 84.97% | Q1 2026 | Apr 21, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 11,793 | 868 | 0.22% | 0.2% | 1081 | +1,863 | 18.76% | Q1 2026 | Apr 27, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 11,781 | 867 | 0.24% | 0.24% | 1082 | -79 | -0.67% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 11,753 | 865 | 0.07% | 0.08% | 1083 | -2,277 | -16.23% | Q1 2026 | May 07, 2026 |
| Old Port Advisors | History | Reduced | 11,742 | 864 | 0.2% | 0.28% | 1084 | -3,840 | -24.64% | Q1 2026 | Apr 06, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 11,725 | 863 | 0.51% | 0.58% | 1085 | -140 | -1.18% | Q1 2026 | May 12, 2026 |
| Wealth Management Nebraska | History | Reduced | 11,719 | 862 | 0.09% | 0.1% | 1086 | -253 | -2.11% | Q1 2026 | May 15, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 11,716 | 862 | 0.75% | 0.76% | 1087 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 11,694 | 861 | 0.17% | 0.23% | 1088 | -3,055 | -20.71% | Q1 2026 | May 01, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 11,701 | 861 | 0.57% | 0.51% | 1089 | +733 | 6.68% | Q1 2026 | Apr 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 11,687 | 860 | 0.03% | 0.03% | 1090 | -211 | -1.77% | Q1 2026 | May 07, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 11,626 | 856 | 1.26% | 2.56% | 1091 | -12,677 | -52.16% | Q1 2026 | Apr 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,604 | 854 | 0.04% | 0.04% | 1092 | +1,598 | 15.97% | Q1 2026 | Apr 28, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 11,500 | 846 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 11,475 | 845 | 0.38% | 0.26% | 1094 | +3,033 | 35.93% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 11,477 | 845 | 0.28% | 0.32% | 1095 | -1,367 | -10.64% | Q1 2026 | Apr 24, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 11,429 | 841 | 0.16% | 0.18% | 1096 | -544 | -4.54% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 11,414 | 840 | 0.11% | — | 1098 | +11,414 | New | Q1 2026 | Apr 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 11,417 | 840 | 0.09% | 0.09% | 1097 | +2,174 | 23.52% | Q1 2026 | Apr 23, 2026 |
| Claro Advisors Inc. | History | Added to | 11,406 | 839 | 0.1% | 0.08% | 1099 | +3,296 | 40.64% | Q1 2026 | Apr 21, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 11,340 | 835 | 0.28% | 0.34% | 1100 | -2,011 | -15.06% | Q1 2026 | May 04, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 11,279 | 830 | 0.74% | 1.28% | 1101 | -428 | -3.66% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 11,280 | 830 | 0.02% | 0.02% | 1102 | -65 | -0.57% | Q1 2026 | Apr 16, 2026 |
| Horizon Investment Services, LLC | History | Added to | 11,268 | 829 | 0.29% | 0.3% | 1103 | +151 | 1.36% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 11,056 | 814 | 0.02% | 0.02% | 1104 | +65 | 0.59% | Q1 2026 | May 07, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 11,024 | 811 | 0.25% | 0.24% | 1105 | -15 | -0.14% | Q1 2026 | Apr 28, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 10,993 | 809 | 0.1% | 0.1% | 1106 | +967 | 9.64% | Q1 2026 | May 04, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 10,947 | 806 | 0.48% | 0.49% | 1107 | +668 | 6.5% | Q1 2026 | May 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 10,939 | 805 | 0.25% | 0.25% | 1108 | +946 | 9.47% | Q1 2026 | May 05, 2026 |
| WELCH & FORBES LLC | History | Reduced | 10,756 | 792 | 0.01% | 0.01% | 1109 | -2,113 | -16.42% | Q1 2026 | May 01, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 10,768 | 792 | 0.15% | 0.15% | 1110 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sequent Planning LLC | History | Added to | 10,707 | 788 | 0.19% | 0.2% | 1111 | +269 | 2.58% | Q1 2026 | Apr 21, 2026 |
| Aldebaran Financial Inc. | History | Added to | 10,688 | 787 | 0.75% | 0.73% | 1112 | +3 | 0.03% | Q1 2026 | May 14, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 10,682 | 786 | 0.36% | 0.38% | 1113 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ADVISORY RESEARCH INC | History | New | 10,655 | 784 | 0.1% | — | 1114 | +10,655 | New | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 10,622 | 782 | 0.22% | 0.21% | 1115 | -54 | -0.51% | Q1 2026 | Apr 16, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 10,449 | 769 | 0.46% | 0.46% | 1116 | +231 | 2.26% | Q1 2026 | May 15, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 10,338 | 761 | 0.44% | 0.44% | 1117 | +135 | 1.32% | Q1 2026 | Apr 17, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 10,297 | 758 | 0.22% | 0.28% | 1118 | -1,834 | -15.12% | Q1 2026 | Apr 20, 2026 |
| Opulen Financial Group LLC | History | Added to | 10,218 | 752 | 0.53% | 0.53% | 1119 | +353 | 3.58% | Q1 2026 | Apr 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 10,196 | 750 | 0.02% | 0.02% | 1120 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Added to | 10,173 | 749 | 0.01% | 0.01% | 1121 | +4,986 | 96.12% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Added to | 10,172 | 749 | 0.11% | 0.1% | 1122 | +261 | 2.63% | Q1 2026 | May 11, 2026 |
| Garner Asset Management Corp | History | Added to | 10,148 | 747 | 0.29% | 0.2% | 1123 | +3,110 | 44.19% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 10,121 | 745 | 0.01% | 0.01% | 1124 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 10,084 | 740 | 0.04% | 0.06% | 1126 | -5,866 | -36.78% | Q1 2026 | Apr 27, 2026 |
| SB Capital Management Inc | History | No change | 9,992 | 740 | 0.27% | 0.27% | 1125 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 10,014 | 737 | 0.08% | 0.05% | 1127 | +4,653 | 86.79% | Q1 2026 | Apr 17, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 9,990 | 735 | 0.1% | 0.12% | 1128 | -1,309 | -11.59% | Q1 2026 | Apr 28, 2026 |
| SVB WEALTH LLC | History | Reduced | 9,934 | 731 | 0.05% | 0.05% | 1129 | -2,386 | -19.37% | Q1 2026 | Apr 17, 2026 |
| One Capital Management, LLC | History | New | 9,914 | 730 | 0.02% | — | 1130 | +9,914 | New | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 9,864 | 726 | 0.03% | — | 1132 | +9,864 | New | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 9,868 | 726 | 0.04% | 0.04% | 1131 | -1,075 | -9.82% | Q1 2026 | May 04, 2026 |
| FIRST HORIZON CORP | History | No change | 9,847 | 725 | 0.03% | 0.03% | 1133 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 9,807 | 722 | 0.75% | 0.65% | 1134 | +1,343 | 15.87% | Q1 2026 | Apr 23, 2026 |
| Asset One Wealth Management LLC | History | Added to | 9,786 | 722 | 0.08% | 0.1% | 1135 | +176 | 1.83% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,821 | 721 | 0.05% | 0.04% | 1136 | -800 | -7.53% | Q1 2026 | Apr 24, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 9,769 | 719 | 0.03% | 0.04% | 1137 | -4,203 | -30.08% | Q1 2026 | Apr 30, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 9,755 | 718 | 0.14% | 0.13% | 1138 | -132 | -1.34% | Q1 2026 | May 14, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 9,742 | 717 | 0.12% | 0.12% | 1139 | +399 | 4.27% | Q1 2026 | May 14, 2026 |
| MYECFO, LLC | History | Reduced | 9,685 | 713 | 0.3% | 0.31% | 1141 | -48 | -0.49% | Q1 2026 | Apr 07, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 9,684 | 713 | 0.59% | 0.59% | 1140 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 9,670 | 712 | 0.61% | 4.21% | 1142 | -57,609 | -85.63% | Q1 2026 | May 06, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 9,681 | 712 | 0.45% | 0.42% | 1143 | +602 | 6.63% | Q1 2026 | Apr 07, 2026 |
| WMS Group LLC | History | Reduced | 9,651 | 710 | 1.03% | 0.92% | 1145 | -164 | -1.67% | Q1 2026 | Apr 21, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,646 | 710 | 0.26% | 0.25% | 1144 | -3 | -0.03% | Q1 2026 | Apr 21, 2026 |
| Vantus Wealth LLC | History | No change | 9,577 | 709 | 0.52% | 0.52% | 1146 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 9,595 | 706 | 0.4% | 0.67% | 1147 | -9,684 | -50.23% | Q1 2026 | Apr 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 9,525 | 701 | 0.17% | 0.16% | 1148 | +27 | 0.28% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 9,491 | 698 | 0.05% | — | 1149 | +9,491 | New | Q1 2026 | Apr 27, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 9,467 | 697 | 0.27% | 0.3% | 1150 | -6,848 | -41.97% | Q1 2026 | May 06, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 9,456 | 696 | 0.11% | 0.11% | 1151 | +540 | 6.06% | Q1 2026 | May 07, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 9,433 | 694 | 0.31% | 0.3% | 1152 | +112 | 1.2% | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 9,378 | 690 | 0.43% | 0.23% | 1153 | +890 | 10.49% | Q1 2026 | May 01, 2026 |
| J.M. Arbour, LLC | History | Added to | 9,380 | 690 | 0.66% | 0.69% | 1154 | +6 | 0.06% | Q1 2026 | Apr 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 9,367 | 689 | 0.08% | 0.1% | 1155 | -1,898 | -16.85% | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | Reduced | 9,355 | 688 | 0.16% | 0.16% | 1156 | -8 | -0.09% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 9,792 | 687 | 0.04% | 0.05% | 1157 | -5,763 | -37.05% | Q1 2026 | May 12, 2026 |
| Wise Wealth Partners | History | Added to | 9,330 | 687 | 0.93% | 0.98% | 1158 | +115 | 1.25% | Q1 2026 | Apr 21, 2026 |
| Flower City Capital | History | No change | 9,310 | 685 | 0.34% | 0.35% | 1159 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PW Nova Financial Services LLC | History | Added to | 9,296 | 684 | 0.17% | 0.11% | 1160 | +5,390 | 137.99% | Q1 2026 | Apr 15, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 9,271 | 682 | 0.48% | 0.42% | 1161 | +532 | 6.09% | Q1 2026 | May 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 9,240 | 680 | 0.2% | 0.12% | 1163 | +3,858 | 71.68% | Q1 2026 | Apr 20, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 9,247 | 680 | 0.39% | 0.38% | 1162 | +50 | 0.54% | Q1 2026 | Apr 09, 2026 |
| Vines Capital Management, LLC | History | Reduced | 9,227 | 679 | 0.67% | 0.67% | 1164 | -24 | -0.26% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 9,208 | 678 | 0.23% | 0.26% | 1165 | -2,205 | -19.32% | Q1 2026 | May 15, 2026 |
| Cordant, Inc. | History | Added to | 9,206 | 677 | 0.27% | 0.22% | 1166 | +1,964 | 27.12% | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 9,159 | 674 | 0.54% | 0.3% | 1167 | +4,381 | 91.69% | Q1 2026 | May 01, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 9,123 | 671 | 0.42% | 1.02% | 1169 | -15,194 | -62.48% | Q1 2026 | May 07, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 9,125 | 671 | 0.08% | 0.06% | 1168 | +1,413 | 18.32% | Q1 2026 | Apr 16, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 9,111 | 670 | 0.24% | 0.21% | 1170 | +105 | 1.17% | Q1 2026 | Apr 21, 2026 |
| Marion Wealth Management | History | Reduced | 9,096 | 669 | 0.15% | 0.16% | 1171 | -699 | -7.14% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | New | 9,040 | 665 | 0.0% | — | 1172 | +9,040 | New | Q1 2026 | May 07, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 8,984 | 661 | 0.14% | 0.14% | 1173 | +449 | 5.26% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, Inc | History | Added to | 8,950 | 659 | 0.08% | 0.04% | 1174 | +4,000 | 80.81% | Q1 2026 | Apr 21, 2026 |
| Burton Enright Welch | History | Added to | 8,951 | 659 | 0.09% | 0.08% | 1175 | +843 | 10.4% | Q1 2026 | May 01, 2026 |
| Cloud Capital Management, LLC | History | Added to | 8,954 | 658 | 0.29% | 0.31% | 1176 | +51 | 0.57% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 8,931 | 657 | 0.05% | 0.05% | 1177 | +1,901 | 27.04% | Q1 2026 | May 19, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 8,938 | 656 | 0.01% | — | 1179 | +8,938 | New | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 8,910 | 656 | 0.48% | 0.52% | 1178 | -571 | -6.02% | Q1 2026 | Apr 29, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 8,892 | 655 | 0.0% | 0.0% | 1180 | +1,687 | 23.41% | Q1 2026 | May 05, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 8,841 | 651 | 0.34% | 0.33% | 1182 | -185 | -2.05% | Q1 2026 | May 06, 2026 |
| Beacon Wealthcare LLC | History | Added to | 8,845 | 651 | 0.23% | 0.22% | 1181 | +1 | 0.01% | Q1 2026 | Apr 01, 2026 |
| Davis Wealth Advisors, LLC | History | New | 8,792 | 647 | 0.54% | — | 1184 | +8,792 | New | Q1 2026 | May 14, 2026 |
| Orcam Financial Group | History | Added to | 8,794 | 647 | 0.46% | 0.47% | 1183 | +251 | 2.94% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,783 | 646 | 0.06% | 0.05% | 1185 | +3,457 | 64.91% | Q1 2026 | Apr 06, 2026 |
| Archer Investment Corp | History | Reduced | 8,782 | 646 | 0.14% | 0.2% | 1186 | -3,309 | -27.37% | Q1 2026 | May 04, 2026 |
| Forum Financial Management, LP | History | Added to | 8,726 | 642 | 0.01% | 0.01% | 1187 | +253 | 2.99% | Q1 2026 | Apr 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 8,700 | 640 | 0.04% | — | 1188 | +8,700 | New | Q1 2026 | Apr 09, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 8,689 | 639 | 0.05% | 0.04% | 1189 | +2,196 | 33.82% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 8,661 | 637 | 0.07% | 0.19% | 1191 | -16,034 | -64.93% | Q1 2026 | May 12, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 8,661 | 637 | 0.06% | 0.05% | 1190 | +1,056 | 13.89% | Q1 2026 | May 15, 2026 |
| DRAVO BAY LLC | History | Reduced | 8,631 | 635 | 0.26% | 0.35% | 1192 | -2,618 | -23.27% | Q1 2026 | May 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 8,612 | 634 | 0.02% | 0.01% | 1193 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CacheTech Inc. | History | New | 8,609 | 633 | 0.12% | — | 1194 | +8,609 | New | Q1 2026 | May 11, 2026 |
| Oxinas Partners, LLC | History | Added to | 8,525 | 627 | 0.29% | 0.22% | 1195 | +2,484 | 41.12% | Q1 2026 | Apr 10, 2026 |
| Krilogy Financial LLC | History | Added to | 8,468 | 624 | 0.02% | 0.01% | 1196 | +5,505 | 185.79% | Q1 2026 | Apr 17, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 8,475 | 622 | 0.23% | 0.24% | 1197 | +125 | 1.5% | Q1 2026 | Apr 29, 2026 |
| DAVIS R M INC | History | Added to | 8,433 | 621 | 0.01% | 0.01% | 1198 | +596 | 7.6% | Q1 2026 | May 13, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 8,421 | 620 | 0.04% | 0.04% | 1199 | -123 | -1.44% | Q1 2026 | Apr 29, 2026 |
| Bull Street Advisors, LLC | History | Added to | 8,402 | 619 | 0.31% | 0.28% | 1200 | +151 | 1.83% | Q1 2026 | Apr 24, 2026 |
| EFG International AG | History | New | 8,400 | 618 | 0.01% | — | 1201 | +8,400 | New | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 8,357 | 615 | 0.0% | 0.0% | 1202 | +703 | 9.18% | Q1 2026 | May 14, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 8,348 | 614 | 0.02% | 0.01% | 1203 | +1,430 | 20.67% | Q1 2026 | Apr 10, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 8,317 | 612 | 0.14% | 1.38% | 1204 | -74,888 | -90.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Dimensions Group, Ltd. | History | New | 8,297 | 610 | 0.12% | — | 1205 | +8,297 | New | Q1 2026 | May 11, 2026 |
| First Citizens Financial Corp | History | Reduced | 8,277 | 609 | 0.29% | 0.33% | 1206 | -688 | -7.67% | Q1 2026 | Apr 07, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 8,264 | 608 | 0.24% | 0.4% | 1208 | -4,127 | -33.31% | Q1 2026 | Apr 22, 2026 |
| GreatBanc Trust CO | History | Reduced | 8,263 | 608 | 0.43% | 0.46% | 1207 | -500 | -5.71% | Q1 2026 | Apr 30, 2026 |
| Sachetta, LLC | History | Reduced | 8,233 | 606 | 0.33% | 0.34% | 1209 | -272 | -3.2% | Q1 2026 | May 01, 2026 |
| JHP Wealth Management, LLC | History | Added to | 8,207 | 604 | 0.58% | 0.53% | 1211 | +821 | 11.12% | Q1 2026 | May 14, 2026 |
| S.A. Mason LLC | History | No change | 8,203 | 604 | 0.23% | 0.24% | 1210 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,165 | 601 | 0.04% | 0.05% | 1212 | -652 | -7.39% | Q1 2026 | May 12, 2026 |
| Tactive Advisors, LLC | History | Added to | 8,157 | 600 | 0.17% | 0.17% | 1213 | +428 | 5.54% | Q1 2026 | Apr 16, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 8,129 | 598 | 0.22% | 0.21% | 1214 | +400 | 5.18% | Q1 2026 | Apr 30, 2026 |
| Grand Central Investment Group | History | No change | 8,134 | 598 | 0.44% | 0.44% | 1215 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 8,109 | 597 | 0.1% | 0.07% | 1216 | +3,007 | 58.94% | Q1 2026 | May 12, 2026 |
| Seneschal Advisors, LLC | History | Added to | 8,104 | 596 | 0.44% | 0.36% | 1218 | +1,500 | 22.71% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Reduced | 8,099 | 596 | 0.0% | 0.0% | 1217 | -1,101 | -11.97% | Q1 2026 | May 15, 2026 |
| OneAscent Family Office, LLC | History | New | 8,063 | 593 | 0.41% | — | 1219 | +8,063 | New | Q1 2026 | Apr 21, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 8,046 | 592 | 0.27% | 0.21% | 1220 | -38 | -0.47% | Q1 2026 | May 05, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 8,023 | 590 | 0.11% | 0.18% | 1221 | -5,463 | -40.51% | Q1 2026 | May 15, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 8,004 | 589 | 0.66% | 0.66% | 1223 | -85 | -1.05% | Q1 2026 | Apr 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 8,003 | 589 | 0.0% | 0.0% | 1222 | -22 | -0.27% | Q1 2026 | May 15, 2026 |
| TRUEFG, LLC | History | Added to | 7,994 | 588 | 0.16% | 0.15% | 1224 | +497 | 6.63% | Q1 2026 | Apr 22, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 7,989 | 588 | 0.4% | 0.41% | 1225 | +35 | 0.44% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 7,969 | 587 | 0.0% | 0.0% | 1226 | +4,092 | 105.55% | Q1 2026 | May 06, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 7,961 | 586 | 0.09% | 0.2% | 1227 | -9,793 | -55.16% | Q1 2026 | May 04, 2026 |
| Rock Point Advisors, LLC | History | No change | 7,955 | 585 | 0.16% | 0.15% | 1228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DUTCH ASSET Corp | History | Reduced | 7,917 | 583 | 0.39% | 0.85% | 1230 | -6,984 | -46.87% | Q1 2026 | May 08, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 7,924 | 583 | 0.02% | 0.02% | 1229 | +528 | 7.14% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Added to | 7,910 | 582 | 0.03% | 0.02% | 1231 | +1,467 | 22.77% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 7,916 | 582 | 0.06% | 0.07% | 1232 | -1,364 | -14.7% | Q1 2026 | Apr 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 7,863 | 578 | 0.01% | — | 1233 | +7,863 | New | Q1 2026 | Apr 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 7,831 | 576 | 0.07% | 0.13% | 1234 | -1,113 | -12.44% | Q1 2026 | May 18, 2026 |
| Magnus Financial Group LLC | History | Added to | 7,792 | 573 | 0.05% | 0.03% | 1235 | +2,022 | 35.04% | Q1 2026 | Apr 10, 2026 |
| RS CRUM INC. | History | New | 7,774 | 572 | 0.11% | — | 1236 | +7,774 | New | Q1 2026 | Apr 15, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 7,733 | 569 | 0.06% | 0.06% | 1237 | +33 | 0.43% | Q1 2026 | Apr 22, 2026 |
| Aries Wealth Management | History | No change | 7,677 | 565 | 0.12% | 0.13% | 1238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 7,650 | 563 | 0.38% | 0.37% | 1239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 7,637 | 562 | 0.06% | 0.07% | 1240 | +42 | 0.55% | Q1 2026 | May 08, 2026 |
| Successful Portfolios LLC | History | Added to | 7,629 | 561 | 0.31% | 0.28% | 1241 | +270 | 3.67% | Q1 2026 | Apr 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 7,619 | 561 | 0.16% | 0.16% | 1242 | +36 | 0.47% | Q1 2026 | Apr 08, 2026 |
| STAR Financial Bank | History | Reduced | 7,595 | 559 | 0.26% | 0.3% | 1243 | -245 | -3.13% | Q1 2026 | May 08, 2026 |
| My Personal CFO, LLC | History | Reduced | 7,576 | 557 | 0.24% | 0.31% | 1244 | -2,348 | -23.66% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | No change | 7,562 | 556 | 0.01% | 0.01% | 1245 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 7,453 | 548 | 0.07% | 0.05% | 1246 | +2,371 | 46.65% | Q1 2026 | May 12, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 7,422 | 546 | 0.09% | 0.09% | 1247 | -165 | -2.17% | Q1 2026 | Apr 29, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 7,403 | 545 | 0.11% | 0.15% | 1248 | -2,448 | -24.85% | Q1 2026 | May 12, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 7,413 | 545 | 0.14% | 0.15% | 1249 | +198 | 2.74% | Q1 2026 | May 11, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 7,367 | 542 | 0.19% | 0.16% | 1251 | +1,528 | 26.17% | Q1 2026 | Apr 15, 2026 |
| SMI Advisory Services, LLC | History | Added to | 7,383 | 542 | 0.09% | 0.09% | 1250 | +232 | 3.24% | Q1 2026 | Apr 07, 2026 |
| WealthSpring Partners, LLC | History | Added to | 7,334 | 540 | 0.5% | 0.36% | 1252 | +2,649 | 56.54% | Q1 2026 | Apr 20, 2026 |
| Finward Bancorp | History | Reduced | 7,331 | 539 | 0.43% | 0.47% | 1253 | -900 | -10.93% | Q1 2026 | Apr 10, 2026 |
| Nordwand Advisors, LLC | History | No change | 7,325 | 539 | 0.09% | 0.09% | 1254 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Falcon Wealth Planning | History | Reduced | 7,317 | 538 | 0.04% | 0.05% | 1255 | -393 | -5.1% | Q1 2026 | Apr 20, 2026 |
| TAGStone Capital, Inc. | History | New | 7,292 | 536 | 0.19% | — | 1256 | +7,292 | New | Q1 2026 | May 11, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 7,252 | 534 | 0.06% | 0.06% | 1257 | -260 | -3.46% | Q1 2026 | May 13, 2026 |
| Abacus Planning Group, Inc. | History | No change | 7,160 | 527 | 0.07% | 0.07% | 1258 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 7,142 | 525 | 0.01% | 0.01% | 1259 | -1,504 | -17.4% | Q1 2026 | Apr 17, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 7,083 | 521 | 0.43% | — | 1260 | +7,083 | New | Q1 2026 | Apr 22, 2026 |
| RKL Wealth Management LLC | History | New | 7,032 | 517 | 0.05% | — | 1261 | +7,032 | New | Q1 2026 | Apr 24, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 7,019 | 516 | 0.1% | 0.05% | 1262 | +2,222 | 46.32% | Q1 2026 | May 11, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 6,997 | 515 | 0.33% | 0.3% | 1263 | +964 | 15.98% | Q1 2026 | Apr 23, 2026 |
| TPG Advisors LLC | History | Reduced | 6,987 | 514 | 0.32% | 0.33% | 1264 | -115 | -1.62% | Q1 2026 | Apr 22, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 6,947 | 511 | 0.1% | 0.09% | 1265 | +1,397 | 25.17% | Q1 2026 | Apr 29, 2026 |
| Timonier Family Office, LTD. | History | No change | 6,887 | 510 | 0.16% | 0.16% | 1266 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Fusion Family Wealth, LLC | History | New | 6,915 | 509 | 0.04% | — | 1267 | +6,915 | New | Q1 2026 | May 05, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 6,905 | 508 | 0.48% | 0.46% | 1268 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 6,843 | 503 | 0.31% | — | 1269 | +6,843 | New | Q1 2026 | Apr 14, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 6,824 | 502 | 0.17% | 0.18% | 1270 | -360 | -5.01% | Q1 2026 | Apr 23, 2026 |
| Kagan Cocozza Asset Management | History | New | 6,795 | 500 | 0.35% | — | 1272 | +6,795 | New | Q1 2026 | Apr 23, 2026 |
| Keener Financial Planning LLC | History | Reduced | 6,800 | 500 | 0.21% | 0.22% | 1271 | -171 | -2.45% | Q1 2026 | May 01, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 6,751 | 497 | 0.14% | 0.13% | 1273 | -44 | -0.65% | Q1 2026 | May 04, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 6,740 | 496 | 0.1% | 0.13% | 1275 | +1,039 | 18.22% | Q1 2026 | Apr 22, 2026 |
| Total Wealth Planning, LLC | History | No change | 6,703 | 496 | 1.06% | 1.06% | 1274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SWP FINANCIAL LLC | History | Added to | 6,718 | 494 | 0.25% | 0.2% | 1276 | +1,259 | 23.06% | Q1 2026 | Apr 17, 2026 |
| First Growth Capital LLC | History | Reduced | 6,723 | 493 | 0.44% | 0.97% | 1277 | -7,991 | -54.31% | Q1 2026 | May 04, 2026 |
| Scott & Selber, Inc. | History | Added to | 6,692 | 492 | 0.13% | 0.12% | 1278 | +302 | 4.73% | Q1 2026 | Apr 16, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 6,664 | 490 | 0.27% | 0.31% | 1279 | -53 | -0.79% | Q1 2026 | Apr 16, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 6,636 | 488 | 0.18% | 0.19% | 1280 | -531 | -7.41% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 6,614 | 487 | 0.2% | 0.17% | 1281 | -89 | -1.33% | Q1 2026 | Apr 14, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 6,627 | 487 | 0.26% | 0.27% | 1282 | +57 | 0.87% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 6,595 | 485 | 0.24% | 0.08% | 1283 | +4,325 | 190.53% | Q1 2026 | May 07, 2026 |
| SMITH, MOORE & CO. | History | Added to | 6,571 | 483 | 0.04% | 0.03% | 1284 | +1,454 | 28.42% | Q1 2026 | May 05, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 6,550 | 482 | 0.09% | 0.09% | 1285 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Miller Capital Partners, Inc. | History | No change | 6,493 | 478 | 0.23% | 0.24% | 1286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 6,488 | 477 | 0.15% | 0.14% | 1287 | -162 | -2.44% | Q1 2026 | May 12, 2026 |
| Capasso Planning Partners LLC | History | No change | 6,434 | 476 | 0.26% | 0.26% | 1288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 6,461 | 475 | 0.04% | 0.14% | 1289 | -16,464 | -71.82% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 6,458 | 475 | 0.02% | 0.02% | 1290 | -2,626 | -28.91% | Q1 2026 | May 15, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 6,442 | 474 | 0.03% | 0.02% | 1292 | +1,872 | 40.96% | Q1 2026 | Apr 17, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 6,438 | 474 | 0.16% | 0.16% | 1291 | -58 | -0.89% | Q1 2026 | May 04, 2026 |
| CERTUITY, LLC | History | New | 6,431 | 473 | 0.03% | — | 1293 | +6,431 | New | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 6,395 | 470 | 0.02% | 0.01% | 1294 | +345 | 5.7% | Q1 2026 | May 07, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 6,409 | 470 | 0.16% | 0.16% | 1295 | +25 | 0.39% | Q1 2026 | Apr 27, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Reduced | 6,373 | 468 | 0.39% | 0.37% | 1296 | -225 | -3.41% | Q1 2026 | May 04, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 6,327 | 465 | 0.21% | 0.21% | 1297 | -274 | -4.15% | Q1 2026 | Apr 24, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 6,313 | 464 | 0.03% | — | 1298 | +6,313 | New | Q1 2026 | Apr 23, 2026 |
| Clarity Capital Advisors, LLC | History | Reduced | 6,294 | 463 | 0.22% | 0.23% | 1301 | -43 | -0.68% | Q1 2026 | Apr 09, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 6,299 | 463 | 0.13% | 0.13% | 1300 | +3 | 0.05% | Q1 2026 | Apr 08, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 6,300 | 463 | 0.31% | 0.29% | 1299 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Northern Lights Advisors, Inc. | History | Reduced | 6,286 | 462 | 0.31% | 0.33% | 1302 | -263 | -4.02% | Q1 2026 | Apr 21, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 6,252 | 460 | 0.27% | — | 1303 | +6,252 | New | Q1 2026 | Apr 07, 2026 |
| WNY Asset Management, LLC | History | New | 6,252 | 460 | 0.05% | — | 1304 | +6,252 | New | Q1 2026 | May 22, 2026 |
| CVA Family Office, LLC | History | Reduced | 6,226 | 458 | 0.05% | 0.05% | 1305 | -55 | -0.88% | Q1 2026 | Apr 29, 2026 |
| TFB Advisors LLC | History | Reduced | 6,202 | 456 | 0.24% | 0.15% | 1306 | -985 | -13.71% | Q1 2026 | Apr 20, 2026 |
| Tradewinds, LLC. | History | No change | 6,204 | 455 | 0.15% | 0.11% | 1307 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 6,175 | 454 | 0.01% | 0.01% | 1308 | -422 | -6.4% | Q1 2026 | May 01, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 6,167 | 452 | 0.37% | 0.4% | 1310 | -291 | -4.51% | Q1 2026 | Apr 08, 2026 |
| Balboa Wealth Partners | History | Added to | 6,138 | 452 | 0.08% | 0.07% | 1309 | +196 | 3.3% | Q1 2026 | Apr 16, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 6,135 | 451 | 0.3% | 0.29% | 1311 | -23 | -0.37% | Q1 2026 | Apr 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 6,113 | 450 | 0.0% | 0.0% | 1312 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fjell Capital, LLC | History | Reduced | 6,068 | 446 | 0.34% | 0.39% | 1314 | -782 | -11.42% | Q1 2026 | Apr 15, 2026 |
| Certified Advisory Corp | History | Added to | 6,063 | 446 | 0.04% | 0.04% | 1313 | +15 | 0.25% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 6,046 | 445 | 0.01% | 0.01% | 1315 | -680 | -10.11% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 6,050 | 445 | 0.31% | 0.29% | 1316 | -172 | -2.76% | Q1 2026 | May 07, 2026 |
| Everstar Asset Management, LLC | History | New | 6,040 | 444 | 0.24% | — | 1318 | +6,040 | New | Q1 2026 | Apr 16, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,037 | 444 | 0.02% | 0.02% | 1317 | +2,277 | 60.56% | Q1 2026 | Apr 24, 2026 |
| Pictet North America Advisors SA | History | New | 6,000 | 441 | 0.04% | — | 1321 | +6,000 | New | Q1 2026 | Apr 14, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 5,993 | 441 | 0.11% | 0.11% | 1320 | -323 | -5.11% | Q1 2026 | May 15, 2026 |
| Wayfinding Financial, LLC | History | No change | 5,990 | 441 | 0.19% | 0.19% | 1319 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EJMK Ventures LLC | History | Added to | 5,963 | 439 | 0.25% | 0.24% | 1322 | +801 | 15.52% | Q1 2026 | Apr 24, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 5,958 | 438 | 0.03% | — | 1324 | +5,958 | New | Q1 2026 | May 07, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 5,960 | 438 | 0.29% | 0.31% | 1323 | -228 | -3.68% | Q1 2026 | May 04, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 5,947 | 437 | 0.35% | 0.35% | 1325 | +33 | 0.56% | Q1 2026 | Apr 27, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 5,927 | 436 | 0.03% | 0.03% | 1326 | -162 | -2.66% | Q1 2026 | Apr 14, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 5,876 | 435 | 0.25% | 0.25% | 1327 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 5,899 | 434 | 0.03% | 0.02% | 1328 | +1,254 | 27.0% | Q1 2026 | Apr 29, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 5,887 | 433 | 0.22% | 0.23% | 1329 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BayBridge Capital Group, LLC | History | No change | 5,844 | 432 | 0.27% | 0.27% | 1330 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Added to | 5,853 | 431 | 0.21% | 0.12% | 1331 | +2,487 | 73.89% | Q1 2026 | May 15, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 5,810 | 430 | 0.31% | 0.6% | 1332 | -6,464 | -52.66% | Q1 2026 | Apr 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 5,827 | 429 | 0.03% | 0.02% | 1334 | +2,217 | 61.41% | Q1 2026 | May 12, 2026 |
| Texas Bank & Trust Co | History | Reduced | 5,827 | 429 | 0.16% | 0.19% | 1335 | -1,343 | -18.73% | Q1 2026 | Apr 30, 2026 |
| Obermeyer Wealth Partners | History | No change | 5,830 | 429 | 0.02% | 0.02% | 1333 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,822 | 428 | 0.05% | 0.07% | 1337 | -1,735 | -22.96% | Q1 2026 | Apr 22, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,814 | 428 | 0.06% | 0.06% | 1336 | +228 | 4.08% | Q1 2026 | Apr 08, 2026 |
| Innovative Wealth Building LLC | History | New | 5,802 | 427 | 0.3% | — | 1338 | +5,802 | New | Q1 2026 | May 01, 2026 |
| Modus Advisors, LLC | History | Reduced | 5,792 | 426 | 0.12% | 0.18% | 1340 | -3,493 | -37.62% | Q1 2026 | May 04, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 5,792 | 426 | 0.21% | 0.19% | 1341 | -45 | -0.77% | Q1 2026 | May 08, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 5,796 | 426 | 0.42% | 0.44% | 1339 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 5,730 | 421 | 0.26% | 0.25% | 1342 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Fin Capital, Inc. | History | No change | 5,672 | 420 | 0.07% | 0.07% | 1343 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 5,682 | 418 | 0.05% | 0.04% | 1344 | +1,397 | 32.6% | Q1 2026 | Apr 08, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 5,670 | 417 | 0.06% | 0.05% | 1345 | +927 | 19.54% | Q1 2026 | Apr 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 5,670 | 417 | 0.09% | 0.09% | 1346 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 5,633 | 414 | 0.07% | 0.1% | 1347 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 5,590 | 411 | 0.03% | 0.0% | 1348 | +5,544 | 12052.17% | Q1 2026 | May 05, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 5,579 | 410 | 0.01% | 0.01% | 1349 | -172 | -2.99% | Q1 2026 | May 13, 2026 |
| Fiera Capital Corp | History | Added to | 5,567 | 409 | 0.0% | 0.0% | 1350 | +173 | 3.21% | Q1 2026 | May 12, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 5,524 | 406 | 0.1% | 0.1% | 1351 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| King Wealth Management Group | History | Reduced | 5,503 | 405 | 0.05% | 0.05% | 1352 | -168 | -2.96% | Q1 2026 | May 04, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 5,486 | 403 | 0.03% | 0.03% | 1353 | -150 | -2.66% | Q1 2026 | Apr 21, 2026 |
| XML Financial, LLC | History | New | 5,448 | 401 | 0.03% | — | 1357 | +5,448 | New | Q1 2026 | Apr 16, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 5,457 | 401 | 0.02% | 0.01% | 1354 | +2,800 | 105.38% | Q1 2026 | May 07, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 5,456 | 401 | 0.15% | 0.16% | 1356 | -819 | -13.05% | Q1 2026 | May 11, 2026 |
| Opes Wealth Management LLC | History | Added to | 5,458 | 401 | 0.07% | 0.07% | 1355 | +41 | 0.76% | Q1 2026 | Apr 28, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 5,442 | 400 | 0.06% | 0.02% | 1359 | +3,059 | 128.37% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 5,408 | 400 | 0.04% | 0.04% | 1358 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BWM Planning, LLC | History | No change | 5,428 | 399 | 0.11% | 0.11% | 1360 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Austin Wealth Management, LLC | History | New | 5,380 | 395 | 0.09% | — | 1362 | +5,380 | New | Q1 2026 | Apr 14, 2026 |
| Oak Grove Capital LLC | History | New | 5,377 | 395 | 0.03% | — | 1361 | +5,377 | New | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | Reduced | 5,336 | 392 | 0.01% | 0.01% | 1363 | -400 | -6.97% | Q1 2026 | Apr 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 5,303 | 390 | 0.21% | 0.19% | 1364 | +696 | 15.11% | Q1 2026 | May 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 5,275 | 388 | 0.13% | 0.13% | 1365 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 5,239 | 386 | 0.13% | 0.11% | 1366 | +669 | 14.64% | Q1 2026 | Apr 28, 2026 |
| SVRN Asset Management, LLC | History | Added to | 5,232 | 385 | 0.37% | 0.32% | 1367 | +31 | 0.6% | Q1 2026 | May 12, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 5,231 | 385 | 0.3% | 0.31% | 1368 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 5,218 | 384 | 0.23% | 0.25% | 1369 | -216 | -3.97% | Q1 2026 | Apr 27, 2026 |
| AlTi Global, Inc. | History | Reduced | 5,161 | 380 | 0.01% | 0.01% | 1370 | -134 | -2.53% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 5,150 | 379 | 0.4% | 0.2% | 1372 | +2,366 | 84.99% | Q1 2026 | Apr 16, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 5,155 | 379 | 0.09% | 0.09% | 1371 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 5,141 | 378 | 0.02% | 0.01% | 1373 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 5,144 | 376 | 0.0% | 0.0% | 1374 | +2,572 | 100.0% | Q1 2026 | May 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 5,109 | 376 | 0.16% | 0.17% | 1375 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | New | 5,094 | 375 | 0.06% | — | 1379 | +5,094 | New | Q1 2026 | May 04, 2026 |
| Simmons Bank | History | Reduced | 5,097 | 375 | 0.03% | 0.03% | 1377 | -909 | -15.13% | Q1 2026 | Apr 23, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 5,106 | 375 | 0.05% | 0.06% | 1378 | -756 | -12.9% | Q1 2026 | Apr 30, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 5,100 | 375 | 0.01% | 0.01% | 1376 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Destination Wealth Management | History | Reduced | 5,092 | 374 | 0.01% | 0.02% | 1380 | -4,391 | -46.3% | Q1 2026 | May 15, 2026 |
| Prostatis Group LLC | History | Reduced | 5,092 | 374 | 0.1% | 0.11% | 1381 | -893 | -14.92% | Q1 2026 | May 12, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 5,067 | 373 | 0.22% | 0.24% | 1382 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sentinel Advisory Group, LLC | History | New | 5,060 | 372 | 0.18% | — | 1385 | +5,060 | New | Q1 2026 | May 14, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 5,065 | 372 | 0.14% | 0.14% | 1383 | +32 | 0.64% | Q1 2026 | Apr 20, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 5,059 | 372 | 0.37% | 0.37% | 1384 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Oak Harvest Investment Services | History | New | 5,051 | 371 | 0.04% | — | 1388 | +5,051 | New | Q1 2026 | Apr 22, 2026 |
| Balefire, LLC | History | New | 5,042 | 371 | 0.07% | — | 1387 | +5,042 | New | Q1 2026 | May 07, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 5,043 | 371 | 0.2% | 0.21% | 1386 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 5,029 | 370 | 0.04% | 0.05% | 1390 | -492 | -8.91% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 5,033 | 370 | 0.03% | 0.03% | 1389 | -435 | -7.96% | Q1 2026 | Apr 29, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 5,020 | 369 | 0.0% | 0.0% | 1392 | -1,821 | -26.62% | Q1 2026 | May 14, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 5,013 | 369 | 0.2% | 0.19% | 1391 | +230 | 4.81% | Q1 2026 | Apr 30, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 5,000 | 368 | 0.15% | — | 1394 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Rodgers Brothers Inc. | History | No change | 5,000 | 368 | 0.04% | 0.04% | 1393 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Added to | 4,982 | 366 | 0.04% | 0.03% | 1395 | +1,470 | 41.86% | Q1 2026 | Apr 23, 2026 |
| Cassilly Financial Group LLC | History | Added to | 4,972 | 366 | 0.32% | 0.32% | 1396 | +120 | 2.47% | Q1 2026 | Apr 10, 2026 |
| RAM Investment Partners, LLC | History | Added to | 4,959 | 365 | 0.06% | 0.07% | 1398 | +3 | 0.06% | Q1 2026 | May 04, 2026 |
| Blue Barn Wealth, LLC | History | No change | 4,928 | 365 | 0.53% | 0.53% | 1397 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinion Investment Advisors, LLC | History | New | 4,953 | 364 | 0.08% | — | 1399 | +4,953 | New | Q1 2026 | Apr 24, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 4,930 | 363 | 0.11% | 0.09% | 1401 | +795 | 19.23% | Q1 2026 | Apr 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,930 | 363 | 0.02% | 0.02% | 1400 | +556 | 12.71% | Q1 2026 | May 07, 2026 |
| Community Bank, N.A. | History | Added to | 4,913 | 361 | 0.04% | 0.03% | 1403 | +1,031 | 26.56% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 4,915 | 361 | 0.03% | 0.03% | 1402 | -602 | -10.91% | Q1 2026 | Apr 23, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 4,905 | 361 | 0.21% | 0.22% | 1404 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Northwest Financial Advisors | History | Reduced | 4,866 | 358 | 0.69% | 0.87% | 1405 | -876 | -15.26% | Q1 2026 | Apr 24, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,846 | 356 | 0.37% | — | 1408 | +4,846 | New | Q1 2026 | May 13, 2026 |
| MRWM Advisors, LLC | History | Added to | 4,837 | 356 | 0.19% | 0.17% | 1406 | +540 | 12.57% | Q1 2026 | Apr 20, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 4,840 | 356 | 0.27% | 0.26% | 1407 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 4,811 | 354 | 0.09% | 0.11% | 1409 | -622 | -11.45% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Added to | 4,820 | 354 | 0.03% | 0.03% | 1410 | +29 | 0.61% | Q1 2026 | Apr 30, 2026 |
| KINTRA WEALTH, LLC | History | New | 4,785 | 352 | 0.02% | — | 1411 | +4,785 | New | Q1 2026 | May 15, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 4,777 | 351 | 0.12% | 0.15% | 1413 | -772 | -13.91% | Q1 2026 | May 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 4,770 | 351 | 0.15% | 0.16% | 1412 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Downshift Financial, LLC | History | New | 4,743 | 349 | 0.18% | — | 1417 | +4,743 | New | Q1 2026 | Apr 29, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 4,752 | 349 | 0.05% | 0.05% | 1414 | -158 | -3.22% | Q1 2026 | Apr 27, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 4,752 | 349 | 0.07% | 0.06% | 1415 | +13 | 0.27% | Q1 2026 | May 20, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 4,719 | 349 | 0.03% | 0.03% | 1416 | -1 | -0.02% | Q1 2026 | May 13, 2026 |
| GLR Partners, LLC | History | New | 4,731 | 348 | 0.19% | — | 1418 | +4,731 | New | Q1 2026 | May 13, 2026 |
| Platform Technology Partners | History | New | 4,721 | 347 | 0.07% | — | 1420 | +4,721 | New | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,718 | 347 | 0.0% | 0.0% | 1419 | -634 | -11.85% | Q1 2026 | May 13, 2026 |
| Segment Wealth Management, LLC | History | New | 4,704 | 346 | 0.02% | — | 1422 | +4,704 | New | Q1 2026 | Apr 20, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 4,700 | 346 | 0.12% | 0.12% | 1421 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wells Financial Advisors INC | History | Reduced | 4,692 | 345 | 1.57% | 1.71% | 1423 | -7,479 | -61.45% | Q1 2026 | May 07, 2026 |
| Thrive Wealth Management, LLC | History | New | 4,682 | 344 | 0.05% | — | 1426 | +4,682 | New | Q1 2026 | Apr 09, 2026 |
| Capital Planning LLC | History | Added to | 4,675 | 344 | 0.11% | 0.08% | 1424 | +818 | 21.21% | Q1 2026 | Apr 29, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 4,672 | 344 | 0.1% | 0.09% | 1425 | +507 | 12.17% | Q1 2026 | May 05, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 4,667 | 343 | 0.01% | 0.01% | 1427 | -1,145 | -19.7% | Q1 2026 | May 05, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 4,593 | 338 | 0.13% | 0.08% | 1428 | +1,672 | 57.24% | Q1 2026 | May 18, 2026 |
| Van Diest Capital, LLC | History | Added to | 4,603 | 338 | 0.27% | 0.46% | 1429 | +397 | 9.44% | Q1 2026 | May 15, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 4,571 | 336 | 0.02% | 0.01% | 1430 | +1,318 | 40.52% | Q1 2026 | May 11, 2026 |
| ONE Advisory Partners, LLC | History | No change | 4,575 | 336 | 0.1% | 0.1% | 1431 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 4,561 | 335 | 0.04% | 0.06% | 1432 | -1,908 | -29.49% | Q1 2026 | Apr 10, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 4,548 | 334 | 0.03% | 0.03% | 1433 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 4,533 | 333 | 0.0% | 0.0% | 1434 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 4,512 | 332 | 0.07% | 0.07% | 1435 | +487 | 12.1% | Q1 2026 | Apr 28, 2026 |
| Persium Advisors, LLC | History | No change | 4,499 | 331 | 0.26% | 0.24% | 1436 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Thomasville National Bank | History | No change | 4,400 | 325 | 0.02% | 0.02% | 1437 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MBL Wealth, LLC | History | Added to | 4,413 | 324 | 0.02% | 0.03% | 1439 | +28 | 0.64% | Q1 2026 | Apr 28, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 4,404 | 324 | 0.14% | 0.13% | 1438 | +24 | 0.55% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Management, Inc. | History | No change | 4,374 | 322 | 0.05% | 0.05% | 1440 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WoodTrust Financial Corp | History | Reduced | 4,363 | 321 | 0.04% | 0.1% | 1442 | -7,475 | -63.14% | Q1 2026 | May 06, 2026 |
| Stone House Investment Management, LLC | History | Added to | 4,362 | 321 | 0.06% | 0.03% | 1441 | +2,114 | 94.04% | Q1 2026 | Apr 22, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 4,359 | 321 | 0.02% | 0.03% | 1443 | -467 | -9.68% | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 4,358 | 321 | 0.02% | 0.02% | 1444 | -169 | -3.73% | Q1 2026 | Apr 20, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 4,360 | 321 | 0.25% | 0.26% | 1445 | +28 | 0.65% | Q1 2026 | May 05, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 4,352 | 320 | 0.13% | 0.13% | 1446 | -278 | -6.0% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | New | 4,341 | 319 | 0.02% | — | 1447 | +4,341 | New | Q1 2026 | May 08, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 4,330 | 318 | 0.06% | — | 1449 | +4,330 | New | Q1 2026 | Apr 28, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 4,318 | 318 | 0.09% | 0.08% | 1448 | +193 | 4.68% | Q1 2026 | May 11, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 4,307 | 317 | 0.05% | 0.05% | 1450 | +200 | 4.87% | Q1 2026 | Apr 08, 2026 |
| Summit Asset Management, LLC | History | Added to | 4,289 | 315 | 0.04% | 0.04% | 1451 | +467 | 12.22% | Q1 2026 | May 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 4,286 | 315 | 0.02% | 0.02% | 1452 | +27 | 0.63% | Q1 2026 | Apr 17, 2026 |
| Vivid Wealth Management, LLC | History | No change | 4,286 | 315 | 0.13% | 0.12% | 1453 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LongView Wealth Management | History | Reduced | 4,244 | 313 | 0.08% | 0.08% | 1454 | -301 | -6.62% | Q1 2026 | Apr 15, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 4,244 | 312 | 0.07% | 0.08% | 1455 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 4,227 | 311 | 0.21% | 0.28% | 1457 | -818 | -16.21% | Q1 2026 | Apr 15, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 4,229 | 311 | 0.13% | 0.12% | 1456 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 4,220 | 310 | 0.06% | 0.07% | 1458 | -129 | -2.97% | Q1 2026 | Apr 21, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 4,145 | 305 | 0.32% | 0.44% | 1461 | -1,847 | -30.82% | Q1 2026 | May 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 4,147 | 305 | 0.02% | 0.01% | 1459 | +1,000 | 31.78% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 4,150 | 305 | 0.01% | 0.01% | 1460 | -225 | -5.14% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,136 | 304 | 0.02% | 0.02% | 1462 | +310 | 8.1% | Q1 2026 | May 05, 2026 |
| Warwick Investment Management, Inc. | History | No change | 4,133 | 304 | 0.04% | 0.05% | 1463 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 4,117 | 303 | 0.03% | 0.03% | 1464 | -1,007 | -19.65% | Q1 2026 | May 12, 2026 |
| Dorato Capital Management | History | Reduced | 4,113 | 303 | 0.22% | 0.23% | 1465 | -40 | -0.96% | Q1 2026 | Apr 09, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 4,113 | 302 | 0.05% | 0.05% | 1466 | -139 | -3.27% | Q1 2026 | Apr 22, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 4,103 | 302 | 0.05% | 0.04% | 1467 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Allen Investment Management, LLC | History | No change | 4,068 | 299 | 0.0% | 0.0% | 1468 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 4,049 | 298 | 0.03% | 0.03% | 1469 | -487 | -10.74% | Q1 2026 | Apr 10, 2026 |
| Woodside Wealth Management LLC | History | Added to | 4,060 | 298 | 0.23% | 0.22% | 1472 | +106 | 2.68% | Q1 2026 | Apr 13, 2026 |
| MKT Advisors LLC | History | No change | 4,055 | 298 | 0.1% | 0.1% | 1470 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Hilltop National Bank | History | No change | 4,058 | 298 | 0.07% | 0.07% | 1471 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| EnRich Financial Partners LLC | History | No change | 4,007 | 295 | 0.08% | 0.08% | 1473 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 4,000 | 294 | 0.02% | 0.07% | 1475 | -9,944 | -71.31% | Q1 2026 | May 06, 2026 |
| Bravera Wealth | History | New | 4,003 | 294 | 0.13% | — | 1476 | +4,003 | New | Q1 2026 | Apr 22, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 4,005 | 294 | 0.17% | 0.17% | 1474 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 3,988 | 293 | 0.03% | 0.03% | 1477 | -12 | -0.3% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 3,972 | 292 | 0.11% | 0.93% | 1480 | -30,748 | -88.56% | Q1 2026 | May 08, 2026 |
| Rather & Kittrell, Inc. | History | New | 3,969 | 292 | 0.05% | — | 1483 | +3,969 | New | Q1 2026 | May 12, 2026 |
| PROTECTIVE LIFE CORP | History | New | 3,966 | 292 | 0.97% | — | 1482 | +3,966 | New | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,966 | 292 | 0.01% | 0.02% | 1478 | -876 | -18.09% | Q1 2026 | May 08, 2026 |
| Black Diamond Financial, LLC | History | Added to | 3,968 | 292 | 0.03% | 0.03% | 1479 | +457 | 13.02% | Q1 2026 | May 05, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 3,972 | 292 | 0.06% | 0.07% | 1481 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,933 | 291 | 0.08% | 0.08% | 1484 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 3,933 | 289 | 0.01% | 0.11% | 1485 | -40,724 | -91.19% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 3,930 | 289 | 0.13% | 0.12% | 1486 | +158 | 4.19% | Q1 2026 | Apr 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 3,922 | 288 | 0.01% | 0.01% | 1487 | -1,461 | -27.14% | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 3,924 | 288 | 0.01% | 0.01% | 1488 | -444 | -10.16% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,911 | 287 | 0.0% | 0.0% | 1489 | +571 | 17.1% | Q1 2026 | May 05, 2026 |
| Indivisible Partners | History | Added to | 3,895 | 286 | 0.03% | 0.03% | 1490 | +702 | 21.99% | Q1 2026 | Apr 30, 2026 |
| Livet Wealth, LLC | History | Reduced | 3,893 | 286 | 0.18% | 0.19% | 1491 | -377 | -8.83% | Q1 2026 | Apr 24, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 3,880 | 285 | 0.14% | 0.14% | 1492 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 3,848 | 285 | 0.08% | 0.08% | 1493 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 3,857 | 283 | 0.29% | 0.63% | 1495 | -5,352 | -58.12% | Q1 2026 | Apr 21, 2026 |
| Denver PWM, LLC | History | No change | 3,861 | 283 | 0.1% | 0.09% | 1494 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 3,840 | 282 | 0.03% | 0.16% | 1496 | -15,931 | -80.58% | Q1 2026 | May 06, 2026 |
| ARWA LLC | History | Reduced | 3,825 | 282 | 0.14% | 0.21% | 1498 | -1,000 | -20.73% | Q1 2026 | Apr 13, 2026 |
| New Insight Wealth Advisors | History | No change | 3,841 | 282 | 0.1% | 0.1% | 1497 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HEADINVEST, LLC | History | Added to | 3,805 | 280 | 0.06% | 0.05% | 1499 | +417 | 12.31% | Q1 2026 | May 15, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 3,807 | 280 | 0.26% | 0.26% | 1500 | +221 | 6.16% | Q1 2026 | May 07, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 3,801 | 279 | 0.06% | 0.06% | 1501 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 3,764 | 276 | 0.04% | 0.16% | 1503 | -63,529 | -94.41% | Q1 2026 | May 01, 2026 |
| Invariant Investment Management | History | Reduced | 3,754 | 276 | 0.17% | 0.22% | 1502 | -837 | -18.23% | Q1 2026 | Apr 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,721 | 274 | 0.08% | 0.08% | 1504 | +24 | 0.65% | Q1 2026 | Apr 16, 2026 |
| Enclave Advisors LLC | History | Reduced | 3,719 | 273 | 0.04% | 0.04% | 1505 | -442 | -10.62% | Q1 2026 | Apr 13, 2026 |
| Purpose Unlimited Inc. | History | New | 3,702 | 272 | 0.01% | — | 1507 | +3,702 | New | Q1 2026 | May 15, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 3,695 | 272 | 0.02% | 0.03% | 1506 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Artesa Financial Group, LLC | History | Reduced | 3,656 | 269 | 0.26% | 0.36% | 1508 | -1,097 | -23.08% | Q1 2026 | Apr 21, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 3,646 | 268 | 0.17% | — | 1511 | +3,646 | New | Q1 2026 | Apr 23, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 3,639 | 268 | 0.06% | 0.06% | 1509 | +126 | 3.59% | Q1 2026 | May 08, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 3,645 | 268 | 0.05% | 0.05% | 1510 | +90 | 2.53% | Q1 2026 | Apr 17, 2026 |
| Synergy Asset Management, LLC | History | Added to | 3,636 | 267 | 0.03% | 0.02% | 1512 | +903 | 33.04% | Q1 2026 | May 13, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 3,637 | 267 | 0.15% | 0.15% | 1513 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BLB&B Advisors, LLC | History | Added to | 3,613 | 266 | 0.01% | 0.01% | 1514 | +185 | 5.4% | Q1 2026 | Apr 28, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 3,617 | 266 | 0.18% | 0.18% | 1517 | +168 | 4.87% | Q1 2026 | Apr 09, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 3,615 | 266 | 0.03% | 0.03% | 1515 | -65 | -1.77% | Q1 2026 | Apr 14, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 3,621 | 266 | 0.23% | 0.24% | 1516 | -12 | -0.33% | Q1 2026 | May 04, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 3,602 | 265 | 0.17% | 0.16% | 1521 | +669 | 22.81% | Q1 2026 | Apr 27, 2026 |
| One Degree Advisors Inc | History | Added to | 3,599 | 265 | 0.07% | 0.07% | 1519 | +333 | 10.2% | Q1 2026 | May 01, 2026 |
| Vantage Point Financial LLC | History | Reduced | 3,599 | 265 | 0.09% | 0.1% | 1520 | -45 | -1.23% | Q1 2026 | May 01, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 3,602 | 265 | 0.01% | 0.01% | 1518 | +43 | 1.21% | Q1 2026 | Apr 29, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 3,565 | 264 | 0.17% | 0.17% | 1522 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 3,572 | 262 | 0.06% | 0.06% | 1524 | +68 | 1.94% | Q1 2026 | May 01, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 3,565 | 262 | 0.05% | 0.05% | 1523 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advisor OS, LLC | History | New | 3,538 | 260 | 0.02% | — | 1526 | +3,538 | New | Q1 2026 | May 07, 2026 |
| Manske Wealth Management | History | Reduced | 3,544 | 260 | 0.07% | 0.09% | 1525 | -386 | -9.82% | Q1 2026 | Apr 30, 2026 |
| First American Bank | History | New | 3,525 | 259 | 0.02% | — | 1529 | +3,525 | New | Q1 2026 | Apr 20, 2026 |
| Haven Private, LLC | History | New | 3,523 | 259 | 0.11% | — | 1530 | +3,523 | New | Q1 2026 | May 05, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 3,519 | 259 | 0.02% | 0.02% | 1528 | -232 | -6.19% | Q1 2026 | Apr 28, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 3,530 | 259 | 0.04% | 0.04% | 1527 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| rebel Financial LLC | History | Added to | 3,507 | 258 | 0.11% | 0.1% | 1532 | +336 | 10.6% | Q1 2026 | Apr 24, 2026 |
| CFO4Life Group, LLC | History | Reduced | 3,506 | 258 | 0.04% | 0.04% | 1531 | -83 | -2.31% | Q1 2026 | May 11, 2026 |
| Rockingstone Advisors LLC | History | No change | 3,500 | 257 | 0.12% | 0.12% | 1533 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 3,509 | 256 | 0.03% | 0.22% | 1534 | -15,646 | -81.68% | Q1 2026 | May 06, 2026 |
| Ruggiero Investments, Inc. | History | New | 3,481 | 256 | 0.25% | — | 1536 | +3,481 | New | Q1 2026 | May 12, 2026 |
| Cane Capital Partners, LLC | History | No change | 3,481 | 256 | 0.11% | 0.1% | 1535 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Northstar Financial Companies, Inc. | History | New | 3,461 | 254 | 0.2% | — | 1537 | +3,461 | New | Q1 2026 | May 05, 2026 |
| Bank OZK | History | No change | 3,445 | 253 | 0.09% | 0.09% | 1538 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 3,418 | 251 | 0.03% | 0.05% | 1539 | -1,024 | -23.05% | Q1 2026 | Apr 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 3,409 | 251 | 0.02% | 0.02% | 1540 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 3,408 | 250 | 0.14% | 0.21% | 1541 | -1,821 | -34.83% | Q1 2026 | Apr 28, 2026 |
| Vawter Financial, Ltd. | History | Added to | 3,403 | 250 | 0.11% | 0.1% | 1543 | +337 | 10.99% | Q1 2026 | May 15, 2026 |
| Invst, LLC | History | Reduced | 3,404 | 250 | 0.03% | 0.03% | 1542 | -330 | -8.84% | Q1 2026 | May 13, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 3,401 | 250 | 0.13% | 0.14% | 1545 | -99 | -2.83% | Q1 2026 | May 12, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 3,400 | 250 | 0.14% | 0.14% | 1544 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 3,386 | 249 | 0.13% | 0.08% | 1547 | -356 | -9.51% | Q1 2026 | Apr 15, 2026 |
| Towerpoint Wealth, LLC | History | No change | 3,385 | 249 | 0.1% | 0.1% | 1546 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 3,375 | 248 | 0.01% | — | 1548 | +3,375 | New | Q1 2026 | May 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 3,362 | 247 | 0.03% | 0.04% | 1549 | +230 | 7.34% | Q1 2026 | Apr 08, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,353 | 246 | 0.01% | 0.01% | 1550 | -451 | -11.86% | Q1 2026 | May 14, 2026 |
| FFG Partners, LLC | History | Added to | 3,339 | 245 | 0.1% | 0.07% | 1552 | +21 | 0.63% | Q1 2026 | Apr 17, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 3,333 | 245 | 0.08% | 0.09% | 1551 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Five Oceans Advisors | History | Reduced | 3,305 | 243 | 0.09% | 0.1% | 1553 | -426 | -11.42% | Q1 2026 | Apr 07, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 3,297 | 242 | 0.03% | — | 1554 | +3,297 | New | Q1 2026 | Apr 21, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 3,265 | 241 | 0.01% | 0.01% | 1555 | +42 | 1.3% | Q1 2026 | Apr 20, 2026 |
| Maia Wealth LLC | History | New | 3,250 | 239 | 0.04% | — | 1557 | +3,250 | New | Q1 2026 | May 08, 2026 |
| Abacus Wealth Partners, LLC | History | New | 3,247 | 239 | 0.02% | — | 1556 | +3,247 | New | Q1 2026 | Apr 24, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 3,246 | 239 | 0.12% | — | 1558 | +3,246 | New | Q1 2026 | May 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 3,253 | 238 | 0.03% | — | 1561 | +3,253 | New | Q1 2026 | Apr 10, 2026 |
| Arlington Trust Co LLC | History | Added to | 3,244 | 238 | 0.02% | 0.02% | 1560 | +864 | 36.3% | Q1 2026 | Apr 08, 2026 |
| Pacifica Partners Inc. | History | Reduced | 3,244 | 238 | 0.08% | 0.12% | 1559 | -260 | -7.42% | Q1 2026 | Apr 09, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 3,228 | 237 | 0.08% | 0.09% | 1562 | +40 | 1.25% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Added to | 3,210 | 236 | 0.01% | 0.01% | 1563 | +156 | 5.11% | Q1 2026 | Apr 06, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 3,210 | 236 | 0.14% | 0.18% | 1564 | +21 | 0.66% | Q1 2026 | May 15, 2026 |
| Baskin Financial Services Inc. | History | No change | 3,185 | 235 | 0.02% | 0.02% | 1565 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | Added to | 3,151 | 232 | 0.04% | 0.04% | 1567 | +2 | 0.06% | Q1 2026 | Apr 24, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 3,164 | 232 | 0.03% | 0.03% | 1566 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 3,140 | 230 | 0.14% | 0.14% | 1568 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 3,104 | 228 | 0.2% | 0.33% | 1571 | -2,000 | -39.18% | Q1 2026 | Apr 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 3,097 | 228 | 0.01% | 0.01% | 1569 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Montecito Bank & Trust | History | No change | 3,097 | 228 | 0.04% | 0.04% | 1570 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 3,068 | 225 | 0.2% | — | 1573 | +3,068 | New | Q1 2026 | May 07, 2026 |
| Fortune Financial Group, Inc. | History | No change | 3,058 | 225 | 0.2% | 0.25% | 1572 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ORG Partners LLC | History | No change | 3,025 | 224 | 0.04% | 0.04% | 1574 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 3,036 | 224 | 0.24% | 0.24% | 1575 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 3,035 | 223 | 0.01% | 0.04% | 1576 | -6,769 | -69.04% | Q1 2026 | May 01, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | New | 3,039 | 223 | 0.12% | — | 1577 | +3,039 | New | Q1 2026 | Apr 20, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 3,023 | 222 | 0.06% | 0.07% | 1578 | -934 | -23.6% | Q1 2026 | May 14, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 3,027 | 222 | 0.2% | 0.27% | 1580 | -738 | -19.6% | Q1 2026 | May 11, 2026 |
| XY Planning Network, Inc. | History | Reduced | 3,032 | 222 | 0.04% | 0.05% | 1579 | -733 | -19.47% | Q1 2026 | Apr 14, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 3,007 | 221 | 0.06% | 0.18% | 1582 | -5,891 | -66.21% | Q1 2026 | Apr 22, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 3,007 | 221 | 0.07% | 0.07% | 1581 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Third View Private Wealth, LLC | History | New | 2,990 | 220 | 0.03% | — | 1585 | +2,990 | New | Q1 2026 | Apr 15, 2026 |
| Westchester Capital Management, Inc. | History | No change | 2,988 | 220 | 0.04% | 0.05% | 1583 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signet Investment Advisory Group, Inc. | History | No change | 3,000 | 220 | 0.1% | 0.1% | 1584 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Financial Advisors, LLC | History | New | 2,961 | 218 | 0.03% | — | 1586 | +2,961 | New | Q1 2026 | May 13, 2026 |
| Aberdeen Group plc | History | New | 2,953 | 217 | 0.0% | — | 1587 | +2,953 | New | Q1 2026 | Apr 29, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 2,937 | 216 | 0.02% | 0.03% | 1588 | -1,077 | -26.83% | Q1 2026 | Apr 08, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 2,921 | 215 | 0.39% | 0.42% | 1590 | -71 | -2.37% | Q1 2026 | Apr 14, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 2,931 | 215 | 0.1% | 0.09% | 1591 | -5 | -0.17% | Q1 2026 | May 13, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 2,920 | 215 | 0.08% | 0.07% | 1589 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kaizen Financial Strategies | History | Added to | 2,901 | 214 | 0.09% | 0.09% | 1592 | +28 | 0.97% | Q1 2026 | May 01, 2026 |
| Stone Wealth Partners | History | No change | 2,905 | 213 | 0.19% | 0.19% | 1593 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 2,883 | 212 | 0.06% | 0.18% | 1595 | -4,986 | -63.36% | Q1 2026 | May 06, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 2,892 | 212 | 0.1% | 0.11% | 1596 | -156 | -5.12% | Q1 2026 | May 12, 2026 |
| Caitlin John, LLC | History | Reduced | 2,886 | 212 | 0.13% | 0.14% | 1597 | -12 | -0.41% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 2,886 | 212 | 0.02% | 0.02% | 1594 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Shepherd Street Advisors LLC | History | Reduced | 2,873 | 211 | 0.21% | 0.22% | 1599 | -295 | -9.31% | Q1 2026 | Apr 21, 2026 |
| GM Advisory Group, LLC | History | Added to | 2,875 | 211 | 0.01% | 0.01% | 1598 | +1 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Sunpointe, LLC | History | Reduced | 2,856 | 210 | 0.07% | 0.09% | 1600 | -660 | -18.77% | Q1 2026 | Apr 21, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | New | 2,829 | 208 | 0.03% | — | 1601 | +2,829 | New | Q1 2026 | Apr 16, 2026 |
| Checchi Capital Advisers, LLC | History | New | 2,818 | 207 | 0.01% | — | 1603 | +2,818 | New | Q1 2026 | May 04, 2026 |
| Members Trust Co | History | Reduced | 2,818 | 207 | 0.01% | 0.01% | 1602 | -134 | -4.54% | Q1 2026 | May 04, 2026 |
| Jump Financial, LLC | History | Reduced | 2,802 | 206 | 0.0% | 0.01% | 1604 | -6,021 | -68.24% | Q1 2026 | May 14, 2026 |
| New Millennium Group LLC | History | No change | 2,784 | 206 | 0.09% | 0.09% | 1605 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 2,775 | 204 | 0.08% | 0.09% | 1606 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Crews Bank & Trust | History | No change | 2,771 | 204 | 0.03% | 0.03% | 1607 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 2,749 | 202 | 0.11% | — | 1610 | +2,749 | New | Q1 2026 | May 11, 2026 |
| Ground Swell Capital, LLC | History | New | 2,746 | 202 | 0.4% | — | 1609 | +2,746 | New | Q1 2026 | Apr 21, 2026 |
| Glassman Wealth Services | History | Added to | 2,756 | 202 | 0.03% | 0.03% | 1608 | +33 | 1.21% | Q1 2026 | May 04, 2026 |
| Advance Capital Management, Inc. | History | New | 2,730 | 201 | 0.01% | — | 1611 | +2,730 | New | Q1 2026 | Apr 29, 2026 |
| Tiller Private Wealth, Inc. | History | New | 2,722 | 200 | 0.07% | — | 1612 | +2,722 | New | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | Added to | 2,702 | 199 | 0.01% | 0.01% | 1613 | +46 | 1.73% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,617 | 192 | 0.0% | — | 1614 | +2,617 | New | Q1 2026 | May 15, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 2,568 | 189 | 0.1% | 0.09% | 1615 | +433 | 20.28% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,575 | 188 | 0.1% | 0.1% | 1616 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 2,469 | 181 | 0.02% | 0.01% | 1617 | +1,700 | 221.07% | Q1 2026 | Apr 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,458 | 180 | 0.03% | 0.0% | 1618 | +2,139 | 670.53% | Q1 2026 | May 11, 2026 |
| Aspect Partners, LLC | History | No change | 2,390 | 176 | 0.07% | 0.08% | 1619 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 2,360 | 174 | 0.05% | 0.05% | 1620 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 2,336 | 171 | 0.13% | 0.16% | 1621 | +14 | 0.6% | Q1 2026 | Apr 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2,202 | 162 | 0.13% | 0.06% | 1622 | +1,202 | 120.2% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 2,194 | 161 | 0.0% | 0.01% | 1623 | -20,015 | -90.12% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 2,120 | 156 | 0.06% | 0.06% | 1624 | -187 | -8.11% | Q1 2026 | May 11, 2026 |
| UNION SAVINGS BANK | History | No change | 2,078 | 153 | 0.07% | 0.07% | 1625 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gen-Wealth Partners Inc | History | No change | 152,652 | 152 | 0.05% | 0.05% | 1626 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Elgethun Capital Management | History | Added to | 2,053 | 151 | 0.02% | 0.02% | 1627 | +212 | 11.52% | Q1 2026 | May 14, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 2,044 | 150 | 0.11% | 0.18% | 1628 | -1,498 | -42.29% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,000 | 147 | 0.01% | 0.01% | 1629 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 1,917 | 141 | 0.0% | 0.02% | 1630 | -4,635 | -70.74% | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,899 | 139 | 0.04% | 0.03% | 1631 | +487 | 34.49% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,885 | 138 | 0.12% | 0.12% | 1632 | +7 | 0.37% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,865 | 137 | 0.0% | 0.0% | 1633 | -936 | -33.42% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,860 | 136 | 0.17% | 0.17% | 1634 | +195 | 11.71% | Q1 2026 | Apr 29, 2026 |
| Front Row Advisors LLC | History | Added to | 1,811 | 133 | 0.04% | 0.04% | 1635 | +1 | 0.06% | Q1 2026 | May 19, 2026 |
| MOTCO | History | New | 1,752 | 129 | 0.01% | — | 1636 | +1,752 | New | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,703 | 127 | 0.04% | 0.01% | 1637 | +1,403 | 467.67% | Q1 2026 | May 14, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 1,730 | 127 | 0.07% | 0.1% | 1638 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| United Financial Planning Group LLC | History | Reduced | 1,714 | 126 | 0.07% | 0.46% | 1639 | -8,457 | -83.15% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,715 | 126 | 0.07% | 0.06% | 1640 | +300 | 21.2% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Added to | 1,533 | 113 | 0.02% | 0.01% | 1641 | +321 | 26.49% | Q1 2026 | Apr 27, 2026 |
| Financial Freedom, LLC | History | Added to | 1,526 | 112 | 0.06% | 0.04% | 1642 | +552 | 56.67% | Q1 2026 | Apr 30, 2026 |
| Hara Capital LLC | History | New | 1,512 | 111 | 0.06% | — | 1643 | +1,512 | New | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | Added to | 1,466 | 107 | 0.03% | 0.02% | 1644 | +485 | 49.44% | Q1 2026 | May 07, 2026 |
| Operose Advisors LLC | History | Added to | 1,452 | 106 | 0.02% | 0.0% | 1645 | +1,244 | 598.08% | Q1 2026 | May 12, 2026 |
| Wellington Grp LLC | History | Added to | 1,446 | 106 | 0.03% | 0.03% | 1647 | +309 | 27.18% | Q1 2026 | May 22, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 1,443 | 106 | 0.03% | 0.03% | 1646 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 1,410 | 103 | 0.03% | 0.02% | 1648 | +185 | 15.1% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,411 | 103 | 0.08% | 0.09% | 1649 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,357 | 99 | 0.04% | 0.04% | 1650 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,310 | 96 | 0.0% | — | 1651 | +1,310 | New | Q1 2026 | Apr 29, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Reduced | 1,256 | 93 | 0.03% | 0.03% | 1652 | -41 | -3.16% | Q1 2026 | Apr 27, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 1,261 | 92 | 0.03% | 0.03% | 1653 | -17 | -1.33% | Q1 2026 | Apr 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,239 | 91 | 0.01% | 0.01% | 1654 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,212 | 89 | 0.0% | 0.0% | 1655 | +62 | 5.39% | Q1 2026 | Apr 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,197 | 88 | 0.05% | — | 1657 | +1,197 | New | Q1 2026 | May 12, 2026 |
| Park Place Capital Corp | History | Added to | 1,201 | 88 | 0.02% | 0.02% | 1656 | +7 | 0.59% | Q1 2026 | Apr 09, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 1,178 | 86 | 0.02% | 0.09% | 1660 | -3,788 | -76.28% | Q1 2026 | Apr 30, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1,171 | 86 | 0.01% | 0.01% | 1658 | -81 | -6.47% | Q1 2026 | May 06, 2026 |
| Investors Research Corp | History | Reduced | 1,171 | 86 | 0.02% | 0.02% | 1659 | -38 | -3.14% | Q1 2026 | Apr 03, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,114 | 82 | 0.01% | 0.01% | 1661 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1,089 | 80 | 0.03% | 0.05% | 1662 | -1,045 | -48.97% | Q1 2026 | May 01, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,076 | 79 | 0.03% | — | 1663 | +1,076 | New | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 1,000 | 74 | 0.0% | 0.0% | 1664 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hickory Point Bank & Trust | History | New | 993 | 73 | 0.05% | — | 1666 | +993 | New | Q1 2026 | Apr 03, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 996 | 73 | 0.01% | 0.01% | 1665 | -191 | -16.09% | Q1 2026 | Apr 28, 2026 |
| Investors Portfolio Services LLC | History | No change | 965 | 71 | 0.07% | 0.06% | 1667 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 946 | 69 | 0.06% | 0.06% | 1668 | -297 | -23.89% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 936 | 68 | 0.04% | 0.03% | 1669 | +249 | 36.24% | Q1 2026 | May 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 885 | 65 | 0.02% | 0.03% | 1672 | -695 | -43.99% | Q1 2026 | Apr 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 884 | 65 | 0.0% | 0.0% | 1671 | +205 | 30.19% | Q1 2026 | Apr 28, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 885 | 65 | 0.02% | 0.02% | 1670 | +6 | 0.68% | Q1 2026 | May 11, 2026 |
| Coastline Trust Co | History | Reduced | 871 | 64 | 0.01% | 0.01% | 1673 | -27 | -3.01% | Q1 2026 | Apr 03, 2026 |
| Fortis Group Advisors, LLC | History | No change | 845 | 62 | 0.01% | 0.01% | 1674 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | New | 834 | 61 | 0.03% | — | 1675 | +834 | New | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Added to | 813 | 59 | 0.02% | 0.0% | 1676 | +680 | 511.28% | Q1 2026 | May 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 791 | 58 | 0.04% | 0.11% | 1678 | -1,290 | -61.99% | Q1 2026 | Apr 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 796 | 58 | 0.02% | — | 1679 | +796 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 796 | 58 | 0.02% | 0.01% | 1677 | +212 | 36.3% | Q1 2026 | May 13, 2026 |
| Napier Financial, LLC | History | New | 784 | 57 | 0.01% | — | 1680 | +784 | New | Q1 2026 | May 05, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 757 | 56 | 0.02% | 5.86% | 1681 | -243,343 | -99.69% | Q1 2026 | May 12, 2026 |
| DAGCO, INC. | History | Added to | 725 | 53 | 0.01% | 0.01% | 1682 | +5 | 0.69% | Q1 2026 | Apr 20, 2026 |
| Graney & King, LLC | History | No change | 709 | 52 | 0.03% | 0.03% | 1683 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 688 | 50 | 0.06% | 0.06% | 1684 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 691 | 50 | 0.0% | 0.0% | 1685 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 656 | 48 | 0.04% | 0.07% | 1686 | -412 | -38.58% | Q1 2026 | May 12, 2026 |
| Activest Wealth Management | History | Added to | 654 | 48 | 0.01% | 0.01% | 1688 | +3 | 0.46% | Q1 2026 | Apr 15, 2026 |
| Hurley Capital, LLC | History | No change | 659 | 48 | 0.03% | 0.03% | 1687 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 631 | 46 | 0.0% | 0.0% | 1689 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 619 | 45 | 0.02% | 0.02% | 1690 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 605 | 44 | 0.03% | 0.01% | 1691 | +419 | 225.27% | Q1 2026 | Apr 14, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 588 | 43 | 0.04% | 0.06% | 1692 | -207 | -26.04% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 575 | 42 | 0.0% | 0.0% | 1693 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 565 | 41 | 0.01% | 0.01% | 1694 | -125 | -18.12% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Reduced | 552 | 40 | 0.0% | 0.05% | 1695 | -14,391 | -96.31% | Q1 2026 | May 05, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 550 | 40 | 0.02% | — | 1697 | +550 | New | Q1 2026 | May 15, 2026 |
| YANKCOM Partnership | History | No change | 550 | 40 | 0.02% | 0.02% | 1696 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 149 | 39 | 0.01% | 0.09% | 1699 | -4,240 | -96.61% | Q1 2026 | May 01, 2026 |
| Hoese & Co LLP | History | No change | 540 | 39 | 0.03% | 0.03% | 1698 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 519 | 38 | 0.0% | 0.01% | 1700 | -1,246 | -70.59% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 490 | 36 | 0.1% | 0.02% | 1701 | -6,734 | -93.22% | Q1 2026 | May 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 494 | 36 | 0.01% | 0.0% | 1702 | +399 | 420.0% | Q1 2026 | May 07, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 501 | 36 | 0.02% | 0.02% | 1703 | +3 | 0.6% | Q1 2026 | Apr 07, 2026 |
| JDM Financial Group LLC | History | Reduced | 488 | 35 | 0.01% | 0.05% | 1706 | -1,367 | -73.69% | Q1 2026 | May 20, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 483 | 35 | 0.04% | 0.12% | 1707 | -1,133 | -70.11% | Q1 2026 | May 14, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 484 | 35 | 0.01% | 0.01% | 1704 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 475 | 35 | 0.01% | 0.01% | 1705 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 479 | 35 | 0.01% | 0.0% | 1708 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 453 | 33 | 0.0% | 0.0% | 1709 | -536 | -54.2% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 454 | 33 | 0.0% | 0.0% | 1710 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 108 | 32 | 0.06% | — | 1712 | +108 | New | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 448 | 32 | 0.0% | 0.0% | 1711 | +41 | 10.07% | Q1 2026 | Apr 24, 2026 |
| Anfield Capital Management, LLC | History | New | 433 | 31 | 0.01% | — | 1713 | +433 | New | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | Reduced | 419 | 30 | 0.0% | 0.0% | 1714 | -343 | -45.01% | Q1 2026 | Apr 21, 2026 |
| MidFirst Bank | History | Reduced | 405 | 29 | 0.0% | 0.0% | 1715 | -368 | -47.61% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 387 | 28 | 0.0% | 0.0% | 1716 | +238 | 159.73% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 384 | 28 | 0.01% | 0.01% | 1717 | +72 | 23.08% | Q1 2026 | May 15, 2026 |
| Tower View Wealth Management LLC | History | Added to | 368 | 27 | 0.01% | 0.01% | 1718 | +2 | 0.55% | Q1 2026 | Apr 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 370 | 27 | 0.0% | 0.01% | 1719 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 360 | 26 | 0.0% | — | 1720 | +360 | New | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | New | 353 | 25 | 0.01% | — | 1724 | +353 | New | Q1 2026 | May 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 347 | 25 | 0.0% | — | 1723 | +347 | New | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | New | 344 | 25 | 0.01% | — | 1725 | +344 | New | Q1 2026 | Apr 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 343 | 25 | 0.0% | 0.0% | 1721 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 353 | 25 | 0.01% | 0.02% | 1722 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bangor Savings Bank | History | No change | 320 | 23 | 0.0% | 0.0% | 1726 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Bank & Trust Co | History | No change | 323 | 23 | 0.02% | 0.02% | 1727 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 299 | 22 | 0.01% | 0.01% | 1728 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 300 | 22 | 0.01% | 0.01% | 1729 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAYBAN | History | No change | 299 | 22 | 0.02% | 0.02% | 1730 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | New | 288 | 21 | 0.0% | — | 1733 | +288 | New | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 286 | 21 | 0.0% | 0.0% | 1732 | +262 | 1091.67% | Q1 2026 | Apr 06, 2026 |
| CoreFirst Bank & Trust | History | No change | 288 | 21 | 0.01% | 0.01% | 1731 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 263 | 19 | 0.0% | 0.0% | 1734 | -159 | -37.68% | Q1 2026 | May 01, 2026 |
| Pflug Koory, LLC | History | Added to | 262 | 19 | 0.01% | 0.01% | 1736 | +2 | 0.77% | Q1 2026 | Apr 21, 2026 |
| Bollard Group LLC | History | Added to | 257 | 19 | 0.0% | 0.0% | 1735 | +1 | 0.39% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 246 | 18 | 0.0% | 0.0% | 1737 | +105 | 74.47% | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 250 | 18 | 0.01% | 0.01% | 1740 | -101 | -28.77% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Added to | 252 | 18 | 0.01% | 0.02% | 1741 | +7 | 2.86% | Q1 2026 | May 07, 2026 |
| Davis Capital Management | History | No change | 255 | 18 | 0.01% | 0.01% | 1738 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Transce3nd, LLC | History | No change | 252 | 18 | 0.16% | 0.15% | 1739 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 226 | 16 | 0.0% | 0.0% | 1742 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| United Community Bank | History | New | 207 | 15 | 0.01% | — | 1744 | +207 | New | Q1 2026 | Apr 24, 2026 |
| Lummis Asset Management, LP | History | No change | 206 | 15 | 0.01% | 0.01% | 1743 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 200 | 14 | 0.02% | — | 1747 | +200 | New | Q1 2026 | May 01, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 200 | 14 | 0.0% | 0.0% | 1745 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 191 | 14 | 0.0% | 0.0% | 1746 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 180 | 13 | 0.0% | 0.0% | 1748 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 181 | 13 | 0.01% | 0.0% | 1749 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 184 | 13 | 0.01% | 0.01% | 1750 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 175 | 12 | 0.01% | 0.01% | 1751 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 155 | 11 | 0.01% | 0.01% | 1752 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ransom Advisory, Ltd | History | No change | 162 | 11 | 0.0% | 0.0% | 1753 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 149 | 10 | 0.0% | 0.0% | 1756 | +26 | 21.14% | Q1 2026 | Apr 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 147 | 10 | 0.0% | 0.0% | 1755 | +2 | 1.38% | Q1 2026 | Apr 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 139 | 10 | 0.0% | 0.0% | 1754 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Nemes Rush Group LLC | History | No change | 143 | 10 | 0.0% | 0.0% | 1757 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Life Planners | History | New | 135 | 9 | 0.01% | — | 1758 | +135 | New | Q1 2026 | Apr 24, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 128 | 9 | 0.0% | — | 1759 | +128 | New | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 114 | 8 | 0.0% | 0.01% | 1761 | -240 | -67.8% | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 121 | 8 | 0.0% | — | 1762 | +121 | New | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 113 | 8 | 0.01% | 0.01% | 1760 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 99 | 7 | 0.0% | 0.0% | 1763 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 108 | 7 | 0.01% | 0.01% | 1764 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Eukles Asset Management | History | No change | 85 | 6 | 0.0% | 0.0% | 1765 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PlanVest Financial, Inc | History | New | 80 | 5 | 0.0% | — | 1770 | +80 | New | Q1 2026 | May 14, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 68 | 5 | 0.0% | — | 1769 | +68 | New | Q1 2026 | May 14, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 81 | 5 | 0.0% | 0.0% | 1767 | +1 | 1.25% | Q1 2026 | Apr 10, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 1766 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 68 | 5 | 0.0% | 0.0% | 1768 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Riverview Trust Co | History | New | 61 | 4 | 0.0% | — | 1774 | +61 | New | Q1 2026 | May 01, 2026 |
| Richardson Capital Management LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 1771 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 55 | 4 | 0.0% | 0.0% | 1772 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Holos Integrated Wealth LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 1773 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 51 | 3 | 0.0% | 0.0% | 1778 | -180 | -77.92% | Q1 2026 | May 05, 2026 |
| Mosley Wealth Management | History | New | 46 | 3 | 0.0% | — | 1779 | +46 | New | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 48 | 3 | 0.0% | 0.0% | 1775 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 49 | 3 | 0.0% | 0.0% | 1776 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Byrne Asset Management LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 1777 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 31 | 2 | 0.0% | 0.0% | 1780 | -189 | -85.91% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 32 | 2 | 0.0% | — | 1783 | +32 | New | Q1 2026 | Apr 09, 2026 |
| Evergreen Advisors, LLC | History | New | 31 | 2 | 0.0% | — | 1782 | +31 | New | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | No change | 32 | 2 | 0.0% | 0.0% | 1781 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Orion Capital Management LLC | History | Reduced | 20 | 1 | 0.0% | 0.01% | 1786 | -408 | -95.33% | Q1 2026 | May 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 1784 | -41 | -73.21% | Q1 2026 | Apr 01, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 22 | 1 | 0.0% | — | 1791 | +22 | New | Q1 2026 | Apr 21, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 26 | 1 | 0.0% | 0.0% | 1785 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Creative Capital Management Investments LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1787 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 1788 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bernard Wealth Management Corp. | History | No change | 23 | 1 | 0.0% | 0.0% | 1789 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 21 | 1 | 0.0% | 0.0% | 1790 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Diana Davis Spencer Foundation | History | Closed out | 0 | 0 | — | 40.2% | — | -1,608,100 | -100.0% | Q1 2026 | May 12, 2026 |
| Orgel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.56% | — | -1,565,416 | -100.0% | Q1 2026 | Apr 07, 2026 |
| RIA Advisory Group LLC | History | Closed out | 0 | 0 | — | 8.07% | — | -453,185 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 1.03% | — | -393,709 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 2.2% | — | -300,671 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -287,153 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -118,150 | -100.0% | Q1 2026 | May 12, 2026 |
| Global Wealth Management, LLC | History | Closed out | 0 | 0 | — | 4.64% | — | -116,332 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -82,487 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TOEWS CORP /ADV | History | Closed out | 0 | 0 | — | 0.81% | — | -75,500 | -100.0% | Q1 2026 | May 04, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 3.84% | — | -68,642 | -100.0% | Q1 2026 | May 14, 2026 |
| Lansing Street Advisors | History | Closed out | 0 | 0 | — | 1.2% | — | -63,413 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.12% | — | -59,541 | -100.0% | Q1 2026 | May 18, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.22% | — | -33,305 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -25,663 | -100.0% | Q1 2026 | May 06, 2026 |
| Equita Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -18,760 | -100.0% | Q1 2026 | Apr 23, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 0.66% | — | -18,581 | -100.0% | Q1 2026 | May 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Closed out | 0 | 0 | — | 0.09% | — | -16,902 | -100.0% | Q1 2026 | May 12, 2026 |
| Hidden Cove Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -15,826 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Vestment Financial LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -15,725 | -100.0% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,858 | -100.0% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -14,247 | -100.0% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -14,012 | -100.0% | Q1 2026 | May 04, 2026 |
| Silverleafe Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -13,000 | -100.0% | Q1 2026 | Apr 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,326 | -100.0% | Q1 2026 | May 15, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,996 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -10,893 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Ally Invest Advisors Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -9,293 | -100.0% | Q1 2026 | May 12, 2026 |
| MAYPORT, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,874 | -100.0% | Q1 2026 | Apr 21, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -8,812 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Closed out | 0 | 0 | — | 0.19% | — | -8,687 | -100.0% | Q1 2026 | May 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.33% | — | -7,692 | -100.0% | Q1 2026 | May 13, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -7,678 | -100.0% | Q1 2026 | Apr 27, 2026 |
| 55 North Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -7,551 | -100.0% | Q1 2026 | Apr 17, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Closed out | 0 | 0 | — | 0.01% | — | -7,547 | -100.0% | Q1 2026 | May 08, 2026 |
| PCM Encore, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,523 | -100.0% | Q1 2026 | May 12, 2026 |
| PATRON PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -7,152 | -100.0% | Q1 2026 | Apr 29, 2026 |
| One Day In July LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,488 | -100.0% | Q1 2026 | May 05, 2026 |
| Douglass Winthrop Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,452 | -100.0% | Q1 2026 | May 13, 2026 |
| Greystone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,352 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -5,979 | -100.0% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,754 | -100.0% | Q1 2026 | Apr 08, 2026 |
| D.B. Root & Company, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,739 | -100.0% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,703 | -100.0% | Q1 2026 | May 15, 2026 |
| Francis Financial, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,554 | -100.0% | Q1 2026 | May 07, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,554 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Richard P Slaughter Associates Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -5,020 | -100.0% | Q1 2026 | Apr 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Closed out | 0 | 0 | — | 0.25% | — | -5,015 | -100.0% | Q1 2026 | May 11, 2026 |
| Fermata Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,985 | -100.0% | Q1 2026 | Apr 08, 2026 |
| NerdWallet Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,934 | -100.0% | Q1 2026 | May 05, 2026 |
| Strathmore Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,917 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Plan A Wealth LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,733 | -100.0% | Q1 2026 | May 15, 2026 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,696 | -100.0% | Q1 2026 | May 01, 2026 |
| American Money Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,629 | -100.0% | Q1 2026 | May 11, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -4,511 | -100.0% | Q1 2026 | May 14, 2026 |
| Rakuten Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,493 | -100.0% | Q1 2026 | May 12, 2026 |
| Apollon Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,408 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SFE Investment Counsel | History | Closed out | 0 | 0 | — | 0.05% | — | -4,383 | -100.0% | Q1 2026 | May 01, 2026 |
| First National Advisers, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,295 | -100.0% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,273 | -100.0% | Q1 2026 | May 15, 2026 |
| Jacobs Equity LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -4,220 | -100.0% | Q1 2026 | May 14, 2026 |
| High Probability Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,172 | -100.0% | Q1 2026 | Apr 10, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,142 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,037 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Nabity-Jensen Investment Management Inc | History | Closed out | 0 | 0 | — | 0.2% | — | -3,968 | -100.0% | Q1 2026 | Apr 21, 2026 |
| KG Capital Management | History | Closed out | 0 | 0 | — | 0.07% | — | -3,775 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,742 | -100.0% | Q1 2026 | May 04, 2026 |
| Financial Insights, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,708 | -100.0% | Q1 2026 | May 18, 2026 |
| Rubicon Advisors, GP | History | Closed out | 0 | 0 | — | 0.25% | — | -3,697 | -100.0% | Q1 2026 | May 14, 2026 |
| London & Capital Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,584 | -100.0% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -3,558 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Refined Wealth Management | History | Closed out | 0 | 0 | — | 0.18% | — | -3,517 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,482 | -100.0% | Q1 2026 | May 15, 2026 |
| Daviman Financial, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,474 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Mainsail Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,448 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,413 | -100.0% | Q1 2026 | May 07, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,355 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Grantvest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,288 | -100.0% | Q1 2026 | May 11, 2026 |
| Coastal Bridge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,284 | -100.0% | Q1 2026 | May 14, 2026 |
| UNIQUE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,281 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,265 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Idaho Trust Co | History | Closed out | 0 | 0 | — | 0.08% | — | -3,252 | -100.0% | Q1 2026 | May 08, 2026 |
| Insight Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,249 | -100.0% | Q1 2026 | May 13, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,213 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Mittelman Wealth Management | History | Closed out | 0 | 0 | — | 0.15% | — | -3,165 | -100.0% | Q1 2026 | May 15, 2026 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,142 | -100.0% | Q1 2026 | May 15, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,140 | -100.0% | Q1 2026 | May 08, 2026 |
| Nautilus Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Foundation Wealth Management, LLC\PA | History | Closed out | 0 | 0 | — | 0.08% | — | -2,999 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,950 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CLG LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,943 | -100.0% | Q1 2026 | May 14, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,914 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,899 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Financial Symmetry Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -2,872 | -100.0% | Q1 2026 | May 11, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 1 | 0 | — | 0.17% | — | -2,773 | -99.96% | Q1 2026 | Apr 07, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,751 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SeaBridge Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,746 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,740 | -100.0% | Q1 2026 | May 05, 2026 |
| Beacon Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,702 | -100.0% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -2,405 | -100.0% | Q1 2026 | May 01, 2026 |
| Family CFO Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -2,250 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -2,010 | -100.0% | Q1 2026 | May 01, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,997 | -100.0% | Q1 2026 | May 12, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,907 | -100.0% | Q1 2026 | May 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,505 | -100.0% | Q1 2026 | May 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,499 | -100.0% | Q1 2026 | May 08, 2026 |
| Perkins Coie Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -1,155 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -802 | -99.5% | Q1 2026 | Apr 17, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -688 | -100.0% | Q1 2026 | May 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -582 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -472 | -100.0% | Q1 2026 | May 15, 2026 |
| CKW FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -372 | -100.0% | Q1 2026 | May 06, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q1 2026 | May 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -208 | -100.0% | Q1 2026 | May 01, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -165 | -100.0% | Q1 2026 | May 12, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -159 | -100.0% | Q1 2026 | May 13, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 05, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | May 08, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 11, 2026 |
| Benson Wealth Management INC | History | Closed out | 0 | 0 | — | 0.01% | — | -79 | -100.0% | Q1 2026 | May 12, 2026 |
| CONQUIS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 07, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | Apr 07, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 19, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 12, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 11, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 01, 2026 |
| Peterson Wealth Services | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 5 | 0 | — | — | — | -4 | -44.44% | Q1 2026 | Apr 20, 2026 |
| Walsh & Associates, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 14, 2026 |
| Team Financial Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Connections Group, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |