Vanguard Charlotte Funds - BNDX
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 | 288,538,828 | 13,789,270 | 0.89% | 0.84% | 1 | +12,750,456 | 4.62% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 125,012,416 | 6,006,846 | 0.44% | 0.5% | 2 | -16,412,230 | -11.6% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 85,042,456 | 4,109,250 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 59,228,633 | 2,845,935 | 0.76% | 0.68% | 4 | +12,035,281 | 25.5% | Q1 2026 | May 04, 2026 |
| VANGUARD ADVISERS INC | History | New | 54,007,136 | 2,595,041 | 10.17% | — | 5 | +54,007,136 | New | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,281,536 | 1,743,327 | 2.58% | 2.56% | 6 | +1,553,019 | 4.47% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 20,417,003 | 981,036 | 0.53% | — | 7 | +20,417,003 | New | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Reduced | 19,400,574 | 932,198 | 1.77% | 1.8% | 8 | -157,701 | -0.81% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 18,058,578 | 867,714 | 4.19% | 2.64% | 9 | +8,452,098 | 87.98% | Q1 2026 | May 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 15,786,437 | 758,538 | 0.02% | — | 10 | +15,786,437 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,250,083 | 588,617 | 0.54% | 0.55% | 11 | +720,638 | 6.25% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 11,228,041 | 539,507 | 0.14% | 0.15% | 12 | -81,963 | -0.72% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,677,209 | 464,990 | 0.08% | 0.07% | 13 | +905,609 | 10.32% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 8,769,158 | 421,358 | 1.09% | 1.07% | 14 | +600,826 | 7.36% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 7,658,510 | 370,059 | 0.12% | 0.08% | 15 | +2,215,504 | 40.7% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,216,573 | 346,756 | 0.06% | 0.04% | 16 | +2,377,303 | 49.13% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 6,390,910 | 307,083 | 0.63% | 0.61% | 17 | +174,720 | 2.81% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 6,158,588 | 295,920 | 0.02% | 0.01% | 18 | +1,104,610 | 21.86% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 5,646,589 | 271,318 | 0.29% | 0.28% | 19 | +305,090 | 5.71% | Q1 2026 | May 13, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 4,708,344 | 226,235 | 6.55% | 6.54% | 20 | +79,411 | 1.72% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,041,545 | 194,196 | 1.07% | 1.73% | 21 | -6,175,084 | -60.44% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 3,959,644 | 190,620 | 0.94% | 0.86% | 22 | +549,237 | 16.1% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,228,355 | 155,122 | 0.6% | — | 23 | +3,228,355 | New | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 3,147,612 | 151,242 | 0.16% | 0.01% | 24 | +2,882,425 | 1086.94% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,013,127 | 144,781 | 0.37% | 0.35% | 25 | +298,024 | 10.98% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,923,521 | 138,866 | 0.03% | 0.02% | 26 | +641,792 | 28.13% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 2,539,875 | 122,040 | 8.21% | 7.84% | 27 | +188,394 | 8.01% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,490,414 | 119,664 | 0.63% | 0.78% | 28 | +181,522 | 7.86% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,163,059 | 103,935 | 1.79% | 0.91% | 29 | +1,391,704 | 180.42% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,084,913 | 100,180 | 0.03% | 0.02% | 30 | +908,094 | 77.17% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,055,930 | 98,787 | 0.02% | 0.01% | 31 | +595,380 | 40.76% | Q1 2026 | Jul 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,958,691 | 94,115 | 0.23% | 0.2% | 32 | +141,176 | 7.77% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,909,803 | 91,766 | 1.4% | 0.83% | 33 | +742,394 | 63.59% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,753,398 | 84,274 | 0.12% | 0.1% | 34 | +287,019 | 19.57% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,734,392 | 83,337 | 0.03% | 0.24% | 35 | -20,470 | -1.17% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,671,795 | 80,329 | 0.22% | 0.21% | 36 | -112,755 | -6.32% | Q1 2026 | May 04, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 1,548,372 | 74,198 | 5.2% | 4.93% | 37 | +202,961 | 15.09% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,542,899 | 74,136 | 0.1% | 0.09% | 38 | +160,447 | 11.61% | Q1 2026 | Apr 27, 2026 |
| Symmetry Partners, LLC | History | Added to | 1,485,668 | 71,386 | 4.08% | 3.9% | 39 | +122,401 | 8.98% | Q1 2026 | Apr 27, 2026 |
| Hardy Reed LLC | History | Added to | 1,453,868 | 69,858 | 5.1% | 4.79% | 40 | +62,700 | 4.51% | Q1 2026 | Apr 28, 2026 |
| CX Institutional | History | Added to | 1,387,555 | 66,672 | 2.03% | 1.95% | 41 | +37,809 | 2.8% | Q1 2026 | Apr 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,374,142 | 66,027 | 0.76% | 0.75% | 42 | +92,283 | 7.2% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 1,369,917 | 65,824 | 0.09% | 0.06% | 43 | +522,982 | 61.75% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,366,754 | 65,672 | 0.64% | 0.52% | 44 | +277,083 | 25.43% | Q1 2026 | May 08, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,247,936 | 59,963 | 0.86% | 0.89% | 45 | +104,395 | 9.13% | Q1 2026 | Apr 10, 2026 |
| Partners in Financial Planning | History | Added to | 1,236,589 | 59,415 | 9.85% | 9.52% | 46 | +73,107 | 6.28% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,163,269 | 55,895 | 0.62% | 0.69% | 47 | +99,621 | 9.37% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,145,967 | 55,063 | 1.28% | 1.26% | 48 | +73,976 | 6.9% | Q1 2026 | May 15, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 1,092,406 | 52,490 | 2.83% | 2.85% | 49 | -15,248 | -1.38% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 1,064,998 | 51,173 | 0.97% | 0.94% | 50 | -13,393 | -1.24% | Q1 2026 | Apr 10, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 1,056,617 | 50,770 | 6.74% | 7.24% | 51 | +95,708 | 9.96% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,031,849 | 49,580 | 0.03% | 0.03% | 52 | +169,729 | 19.69% | Q1 2026 | May 07, 2026 |
| Burton Enright Welch | History | Added to | 1,021,367 | 49,076 | 6.67% | 6.49% | 53 | +66,953 | 7.02% | Q1 2026 | May 01, 2026 |
| PDS Planning, Inc | History | Added to | 1,014,427 | 48,743 | 3.22% | 3.07% | 54 | +62,560 | 6.57% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 1,007,951 | 48,432 | 0.39% | 0.39% | 55 | -6,151 | -0.61% | Q1 2026 | Apr 24, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 995,929 | 48,123 | 3.87% | 3.88% | 56 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Reduced | 974,951 | 47,119 | 0.7% | 1.03% | 57 | -108,377 | -10.0% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 979,386 | 47,059 | 0.12% | 0.11% | 58 | +149,799 | 18.06% | Q1 2026 | May 14, 2026 |
| P/E Global LLC | History | Reduced | 971,692 | 46,689 | 3.68% | 4.44% | 59 | -303,125 | -23.78% | Q1 2026 | Apr 09, 2026 |
| Brooklyn Investment Group | History | Added to | 919,240 | 44,169 | 1.38% | 1.09% | 60 | +432,031 | 88.67% | Q1 2026 | Apr 29, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 895,635 | 43,035 | 6.63% | 6.4% | 61 | +24,243 | 2.78% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 886,978 | 42,606 | 0.06% | 0.05% | 62 | +76,628 | 9.46% | Q1 2026 | May 15, 2026 |
| Clark Asset Management, LLC | History | Added to | 878,068 | 42,191 | 3.96% | 3.92% | 63 | +97,370 | 12.47% | Q1 2026 | Apr 16, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 872,899 | 41,942 | 0.01% | 0.01% | 64 | -9,087 | -1.03% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 841,604 | 40,112 | 0.02% | 0.02% | 65 | +277,015 | 49.06% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 811,809 | 39,007 | 0.33% | 0.24% | 66 | +140,400 | 20.91% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 802,304 | 38,550 | 0.04% | 0.03% | 67 | +68,763 | 9.37% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 793,466 | 38,126 | 0.47% | 0.48% | 68 | +26,581 | 3.47% | Q1 2026 | May 08, 2026 |
| Morningstar Investment Management LLC | History | Added to | 793,418 | 38,123 | 2.36% | 1.63% | 69 | +220,784 | 38.56% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 787,690 | 37,848 | 0.02% | 0.02% | 70 | -30,186 | -3.69% | Q1 2026 | May 11, 2026 |
| 1832 Asset Management L.P. | History | Added to | 773,491 | 37,166 | 0.03% | 0.03% | 71 | +25,845 | 3.46% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 761,779 | 36,603 | 0.13% | 0.14% | 72 | -34,841 | -4.37% | Q1 2026 | Jun 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 760,455 | 36,539 | 1.11% | 0.7% | 73 | +368,036 | 93.79% | Q1 2026 | May 15, 2026 |
| Efficient Advisors, LLC | History | Added to | 751,540 | 36,111 | 2.56% | 2.04% | 74 | +27,412 | 3.79% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 739,560 | 35,535 | 0.05% | 0.06% | 75 | -127,572 | -14.71% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 737,987 | 35,460 | 0.42% | 0.42% | 76 | +29,955 | 4.23% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 731,021 | 35,125 | 0.01% | 0.01% | 77 | +64,415 | 9.66% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Added to | 712,410 | 34,074 | 0.38% | 0.44% | 78 | +1,389 | 0.2% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 682,426 | 32,947 | 1.06% | 1.05% | 79 | +56,774 | 9.07% | Q1 2026 | Apr 09, 2026 |
| Human Investing LLC | History | Reduced | 627,219 | 30,137 | 4.39% | 4.32% | 80 | -5,408 | -0.85% | Q1 2026 | May 07, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 624,319 | 29,998 | 3.6% | 3.55% | 81 | +47,496 | 8.23% | Q1 2026 | Apr 24, 2026 |
| Marotta Asset Management | History | Added to | 613,248 | 29,442 | 5.42% | 5.37% | 82 | +12,774 | 2.13% | Q1 2026 | Apr 27, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 599,763 | 28,818 | 3.03% | 4.79% | 83 | +64,924 | 12.14% | Q1 2026 | Apr 17, 2026 |
| MilWealth Group LLC | History | Added to | 592,950 | 28,491 | 6.78% | 6.61% | 84 | +18,471 | 3.22% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 588,144 | 28,259 | 0.44% | 0.43% | 85 | +148,030 | 33.63% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 576,650 | 27,708 | 0.15% | 0.12% | 86 | +127,493 | 28.38% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 572,449 | 27,506 | 0.1% | 0.11% | 87 | +21,184 | 3.84% | Q1 2026 | Apr 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 568,524 | 27,317 | 1.98% | 2.01% | 88 | -75,681 | -11.75% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 563,358 | 27,046 | 0.26% | 0.22% | 89 | +147,581 | 35.5% | Q1 2026 | Apr 07, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Added to | 558,338 | 26,828 | 12.28% | 15.35% | 90 | +150,008 | 36.74% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 550,657 | 26,447 | 0.05% | 0.04% | 91 | +110,532 | 25.11% | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | Added to | 550,277 | 26,440 | 5.46% | 5.42% | 92 | +15,887 | 2.97% | Q1 2026 | May 01, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 546,149 | 26,242 | 1.49% | 1.33% | 93 | +87,236 | 19.01% | Q1 2026 | Apr 09, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 544,764 | 26,175 | 8.78% | 8.75% | 94 | +5,817 | 1.08% | Q1 2026 | Apr 30, 2026 |
| Vise Technologies, Inc. | History | No change | 535,399 | 25,870 | 0.51% | 0.51% | 95 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 530,313 | 25,481 | 10.99% | 10.98% | 96 | +27,626 | 5.5% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Added to | 522,750 | 25,118 | 0.71% | 0.73% | 97 | +37,404 | 7.71% | Q1 2026 | Apr 09, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 505,344 | 24,281 | 5.24% | 5.06% | 98 | +34,757 | 7.39% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 502,714 | 24,155 | 0.0% | — | 99 | +502,714 | New | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 497,244 | 23,892 | 0.27% | 0.25% | 100 | +47,537 | 10.57% | Q1 2026 | May 05, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 490,152 | 23,558 | 6.16% | 6.11% | 101 | +34,222 | 7.51% | Q1 2026 | May 01, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 486,082 | 23,356 | 3.22% | 2.48% | 102 | +112,264 | 30.03% | Q1 2026 | May 14, 2026 |
| Rinkey Investments | History | Reduced | 483,891 | 23,250 | 5.95% | 9.19% | 103 | -264,912 | -35.38% | Q1 2026 | May 11, 2026 |
| Flagstone Financial Management | History | Added to | 475,934 | 22,868 | 5.68% | 5.43% | 104 | +37,660 | 8.59% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 467,767 | 22,454 | 0.03% | 0.02% | 105 | +78,305 | 20.11% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 459,066 | 22,058 | 0.79% | 0.76% | 106 | +29,573 | 6.89% | Q1 2026 | May 13, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 451,230 | 21,681 | 9.14% | 9.58% | 107 | -6,840 | -1.49% | Q1 2026 | May 01, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 447,560 | 21,505 | 0.95% | 0.01% | 108 | +440,579 | 6311.12% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 446,486 | 21,453 | 0.16% | 0.05% | 109 | +321,553 | 257.38% | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | Added to | 435,460 | 20,923 | 0.72% | 0.67% | 110 | +29,355 | 7.23% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Added to | 429,933 | 20,658 | 0.02% | 0.01% | 111 | +24,838 | 6.13% | Q1 2026 | May 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 407,361 | 19,683 | 5.77% | 5.77% | 112 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 407,936 | 19,601 | 0.0% | 0.0% | 113 | -280,425 | -40.74% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 402,858 | 19,357 | 0.01% | 0.01% | 114 | -6,500 | -1.59% | Q1 2026 | May 12, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 402,665 | 19,348 | 2.93% | 1.09% | 115 | +259,630 | 181.52% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 394,097 | 18,936 | 2.44% | — | 116 | +394,097 | New | Q1 2026 | Apr 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 392,078 | 18,839 | 0.01% | 0.01% | 117 | +2,336 | 0.6% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 383,902 | 18,446 | 0.14% | 0.15% | 118 | +29,624 | 8.36% | Q1 2026 | Apr 07, 2026 |
| Parker Financial LLC | History | Added to | 385,008 | 18,443 | 7.37% | 6.74% | 119 | +40,706 | 11.82% | Q1 2026 | Apr 21, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 383,487 | 18,426 | 3.75% | 3.94% | 120 | -29,695 | -7.19% | Q1 2026 | Apr 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 377,315 | 18,039 | 0.48% | 0.5% | 121 | +131,965 | 53.79% | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 372,615 | 17,967 | 2.45% | 1.74% | 122 | +184,442 | 98.02% | Q1 2026 | May 11, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 370,227 | 17,789 | 2.28% | 2.25% | 123 | +11,149 | 3.1% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 366,298 | 17,600 | 0.0% | 0.0% | 124 | -12,652 | -3.34% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 360,398 | 17,317 | 0.0% | 0.0% | 125 | +338,998 | 1584.1% | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | Added to | 347,573 | 16,700 | 3.83% | 3.71% | 126 | +19,114 | 5.82% | Q1 2026 | May 04, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 338,905 | 16,284 | 0.73% | 0.01% | 127 | +333,066 | 5704.16% | Q1 2026 | Apr 21, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 337,619 | 16,222 | 4.57% | 4.28% | 128 | +10,547 | 3.22% | Q1 2026 | Apr 15, 2026 |
| Christian Investment Advisors, Inc. | History | New | 333,363 | 16,191 | 10.23% | — | 129 | +333,363 | New | Q1 2026 | May 08, 2026 |
| Financial Architects, LLC | History | Reduced | 334,486 | 16,072 | 8.48% | 8.91% | 130 | -8,520 | -2.48% | Q1 2026 | Apr 21, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 334,293 | 16,062 | 6.65% | 6.6% | 131 | +10,225 | 3.16% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 327,290 | 15,696 | 0.03% | 0.03% | 132 | -68,670 | -17.34% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 323,467 | 15,542 | 0.93% | 0.81% | 133 | +47,151 | 17.06% | Q1 2026 | May 13, 2026 |
| Prospera Capital Management, LLC | History | Added to | 323,152 | 15,502 | 7.78% | 7.72% | 134 | +6,361 | 2.01% | Q1 2026 | Apr 08, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 314,996 | 15,135 | 8.59% | 7.92% | 135 | +32,035 | 11.32% | Q1 2026 | Apr 06, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 314,149 | 15,094 | 1.2% | 0.97% | 136 | +101,979 | 48.06% | Q1 2026 | Apr 16, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 310,768 | 14,932 | 6.58% | 6.3% | 137 | -1,062 | -0.34% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 310,454 | 14,917 | 0.27% | 0.24% | 138 | +28,925 | 10.27% | Q1 2026 | Apr 10, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 309,187 | 14,856 | 0.44% | 0.41% | 139 | +25,380 | 8.94% | Q1 2026 | Apr 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 305,946 | 14,700 | 3.81% | 3.57% | 140 | +23,343 | 8.26% | Q1 2026 | Apr 14, 2026 |
| Greenspring Advisors, LLC | History | Added to | 304,674 | 14,639 | 0.89% | 0.8% | 141 | +36,381 | 13.56% | Q1 2026 | May 04, 2026 |
| Net Worth Advisory Group | History | Added to | 295,083 | 14,178 | 2.94% | 2.78% | 142 | +10,997 | 3.87% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 294,509 | 14,150 | 0.02% | 0.02% | 143 | -44,226 | -13.06% | Q1 2026 | May 05, 2026 |
| Cambridge Advisors Inc. | History | Added to | 291,918 | 14,026 | 2.72% | 2.67% | 144 | +1,940 | 0.67% | Q1 2026 | Apr 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 290,060 | 13,937 | 0.89% | 0.85% | 145 | +14,062 | 5.09% | Q1 2026 | Apr 14, 2026 |
| Tenret Co LLC | History | Added to | 285,942 | 13,739 | 6.64% | 6.02% | 146 | +39,752 | 16.15% | Q1 2026 | May 27, 2026 |
| Silver Coast Investments LLC | History | Added to | 285,239 | 13,705 | 4.37% | 4.53% | 147 | +13,093 | 4.81% | Q1 2026 | Apr 22, 2026 |
| Vawter Financial, Ltd. | History | Added to | 284,761 | 13,682 | 5.76% | 5.46% | 148 | +16,893 | 6.31% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 279,686 | 13,438 | 0.15% | 0.14% | 149 | +19,042 | 7.31% | Q1 2026 | Apr 16, 2026 |
| McLean Asset Management Corp | History | Added to | 270,129 | 12,979 | 2.27% | 1.66% | 150 | +79,364 | 41.6% | Q1 2026 | Apr 22, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 267,921 | 12,873 | 9.37% | — | 151 | +267,921 | New | Q1 2026 | Apr 23, 2026 |
| Livet Wealth, LLC | History | Added to | 262,547 | 12,615 | 8.02% | 7.62% | 152 | +6,476 | 2.53% | Q1 2026 | Apr 24, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 262,005 | 12,583 | 0.87% | 0.79% | 153 | +73,198 | 38.77% | Q1 2026 | May 18, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 261,407 | 12,557 | 4.73% | 4.67% | 154 | +11,543 | 4.62% | Q1 2026 | Apr 29, 2026 |
| Scarborough Advisors, LLC | History | Added to | 260,423 | 12,513 | 1.37% | 0.21% | 155 | +234,118 | 890.01% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Added to | 259,954 | 12,490 | 0.72% | 0.68% | 156 | +9,376 | 3.74% | Q1 2026 | May 04, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | Added to | 257,330 | 12,364 | 8.84% | 8.42% | 157 | +71,717 | 38.64% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 257,188 | 12,357 | 0.2% | 0.19% | 158 | +14,250 | 5.87% | Q1 2026 | Apr 27, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 256,847 | 12,341 | 2.14% | 1.9% | 159 | +29,026 | 12.74% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 255,667 | 12,284 | 0.0% | 0.0% | 160 | +253,741 | 13174.51% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Added to | 255,549 | 12,279 | 2.71% | 2.67% | 161 | +9,296 | 3.77% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 254,566 | 12,231 | 0.25% | 0.21% | 162 | +44,074 | 20.94% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 248,385 | 11,934 | 0.26% | 0.23% | 163 | +25,228 | 11.31% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 242,004 | 11,628 | 0.02% | 0.01% | 164 | +204,272 | 541.38% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 241,768 | 11,616 | 0.06% | 0.09% | 165 | -116,838 | -32.58% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | Added to | 238,712 | 11,470 | 1.09% | 1.12% | 166 | +73 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 238,254 | 11,448 | 9.13% | 9.13% | 167 | +11,278 | 4.97% | Q1 2026 | May 05, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 236,483 | 11,363 | 3.0% | 2.98% | 168 | +10,084 | 4.45% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 234,843 | 11,284 | 0.06% | 0.07% | 169 | -4,835 | -2.02% | Q1 2026 | May 13, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 77,210 | 11,248 | 6.58% | 1.91% | 170 | +8,084 | 11.69% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 233,977 | 11,233 | 1.79% | 1.71% | 171 | +30,765 | 15.14% | Q1 2026 | Apr 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 233,767 | 11,232 | 5.46% | 5.65% | 172 | -1,006 | -0.43% | Q1 2026 | May 05, 2026 |
| Brooklyn FI, LLC | History | Reduced | 230,308 | 11,066 | 2.33% | 2.66% | 173 | -26,764 | -10.41% | Q1 2026 | May 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 226,076 | 10,863 | 0.01% | 0.01% | 174 | +28,087 | 14.19% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Added to | 225,755 | 10,847 | 2.12% | 1.67% | 175 | +55,804 | 32.84% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 221,275 | 10,632 | 0.01% | 0.06% | 176 | -801,974 | -78.38% | Q1 2026 | May 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 216,634 | 10,409 | 2.75% | 3.12% | 177 | -29,675 | -12.05% | Q1 2026 | Apr 27, 2026 |
| Security Financial Services, INC. | History | Added to | 216,624 | 10,408 | 1.65% | 1.25% | 178 | +52,429 | 31.93% | Q1 2026 | May 27, 2026 |
| RFG Advisory, LLC | History | Added to | 216,598 | 10,407 | 0.19% | 0.14% | 179 | +61,472 | 39.63% | Q1 2026 | Apr 17, 2026 |
| Aspire Private Capital, LLC | History | Added to | 216,354 | 10,395 | 2.35% | 2.3% | 180 | +2,817 | 1.32% | Q1 2026 | Apr 22, 2026 |
| Level Financial Advisors | History | Added to | 214,443 | 10,303 | 2.63% | 2.3% | 181 | +34,282 | 19.03% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 213,142 | 10,298 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 213,927 | 10,279 | 0.05% | 0.04% | 183 | +19,374 | 9.96% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 213,161 | 10,242 | 0.11% | 0.12% | 184 | -8,670 | -3.91% | Q1 2026 | Apr 20, 2026 |
| Factor Wealth Management LTD | History | Added to | 212,023 | 10,187 | 1.92% | 1.12% | 185 | +104,347 | 96.91% | Q1 2026 | Apr 20, 2026 |
| Trust Co | History | Added to | 211,363 | 10,155 | 0.95% | 0.94% | 186 | +3,590 | 1.73% | Q1 2026 | Apr 13, 2026 |
| FC Advisory LLC | History | Added to | 211,042 | 10,140 | 2.96% | 2.83% | 187 | +7,399 | 3.63% | Q1 2026 | Apr 14, 2026 |
| Stokes Family Office, LLC | History | Reduced | 210,172 | 10,098 | 1.04% | 0.96% | 188 | -7,918 | -3.63% | Q1 2026 | May 11, 2026 |
| Goldstein Advisors, LLC | History | Added to | 209,632 | 10,072 | 1.12% | 1.07% | 189 | +15,314 | 7.88% | Q1 2026 | Apr 28, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | New | 206,595 | 9,926 | 1.72% | — | 190 | +206,595 | New | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 205,920 | 9,894 | 0.02% | 0.02% | 191 | -67,387 | -24.66% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 204,470 | 9,882 | 0.68% | 0.43% | 192 | +82,212 | 67.24% | Q1 2026 | Apr 29, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 205,265 | 9,862 | 4.81% | — | 193 | +205,265 | New | Q1 2026 | Apr 09, 2026 |
| NorthRock Partners, LLC | History | Added to | 204,816 | 9,841 | 0.16% | 0.16% | 194 | +7,494 | 3.8% | Q1 2026 | May 15, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 203,571 | 9,763 | 4.04% | 3.98% | 195 | +7,319 | 3.73% | Q1 2026 | Apr 15, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 201,970 | 9,704 | 1.43% | 1.44% | 196 | -1,914 | -0.94% | Q1 2026 | Apr 21, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | New | 199,865 | 9,603 | 0.96% | — | 197 | +199,865 | New | Q1 2026 | Apr 15, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 198,258 | 9,526 | 3.45% | 3.32% | 198 | +13,652 | 7.4% | Q1 2026 | Apr 27, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 197,599 | 9,494 | 4.47% | 4.26% | 199 | +3,489 | 1.8% | Q1 2026 | May 12, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 197,082 | 9,469 | 1.99% | 2.12% | 200 | +4,314 | 2.24% | Q1 2026 | May 12, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 196,896 | 9,460 | 4.89% | 4.53% | 201 | +4,986 | 2.6% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 196,610 | 9,447 | 0.32% | 0.12% | 202 | +6,314 | 3.32% | Q1 2026 | Apr 23, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 194,481 | 9,344 | 5.42% | 5.28% | 203 | +16,407 | 9.21% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 194,438 | 9,342 | 0.14% | 0.14% | 204 | +6,842 | 3.65% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | Reduced | 192,129 | 9,231 | 3.43% | 4.17% | 205 | -46,565 | -19.51% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Added to | 191,796 | 9,215 | 0.11% | 0.09% | 206 | +37,724 | 24.48% | Q1 2026 | May 06, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 191,418 | 9,197 | 1.45% | 1.82% | 207 | -50,532 | -20.89% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 189,961 | 9,127 | 0.78% | 0.75% | 208 | +3,026 | 1.62% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 189,443 | 9,102 | 0.11% | 0.1% | 209 | +21,113 | 12.54% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Management, Inc. | History | Added to | 188,002 | 9,033 | 3.1% | 2.86% | 210 | +18,986 | 11.23% | Q1 2026 | Apr 22, 2026 |
| Hilltop Partners LLC | History | Added to | 187,003 | 8,985 | 2.31% | 2.19% | 211 | +11,330 | 6.45% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 185,839 | 8,929 | 0.68% | 0.6% | 212 | +21,765 | 13.27% | Q1 2026 | Apr 08, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 185,508 | 8,913 | 3.61% | 3.7% | 213 | +2,245 | 1.23% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 185,215 | 8,899 | 0.88% | 0.88% | 214 | +3,959 | 2.18% | Q1 2026 | Apr 27, 2026 |
| Somnio Financial Group, LLC | History | Added to | 182,794 | 8,783 | 5.77% | 5.64% | 215 | +6,224 | 3.52% | Q1 2026 | Apr 09, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 181,730 | 8,732 | 0.34% | 0.16% | 216 | +151,317 | 497.54% | Q1 2026 | May 15, 2026 |
| Forum Private Client Group LLC | History | Added to | 180,871 | 8,692 | 2.9% | 2.87% | 217 | +6,293 | 3.6% | Q1 2026 | May 13, 2026 |
| Fairway Wealth LLC | History | Reduced | 179,160 | 8,608 | 2.27% | 2.36% | 218 | -198,568 | -52.57% | Q1 2026 | Apr 23, 2026 |
| GuidedMoney, LLC | History | Added to | 178,451 | 8,574 | 4.5% | 4.2% | 219 | +15,655 | 9.62% | Q1 2026 | May 05, 2026 |
| Financial Planning Navigators CORP | History | Added to | 177,713 | 8,539 | 3.74% | 3.84% | 220 | +4,739 | 2.74% | Q1 2026 | Apr 21, 2026 |
| Opes Wealth Management LLC | History | Added to | 177,569 | 8,532 | 1.4% | 1.05% | 221 | +44,562 | 33.5% | Q1 2026 | Apr 28, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 177,522 | 8,529 | 1.12% | 0.99% | 222 | +20,548 | 13.09% | Q1 2026 | May 04, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 175,513 | 8,433 | 1.14% | 1.14% | 223 | +4,004 | 2.33% | Q1 2026 | May 04, 2026 |
| rebel Financial LLC | History | Reduced | 173,825 | 8,352 | 3.62% | 3.62% | 224 | -1,316 | -0.75% | Q1 2026 | Apr 24, 2026 |
| Gould Capital, LLC | History | Added to | 173,091 | 8,317 | 5.03% | 4.61% | 225 | +18,214 | 11.76% | Q1 2026 | May 15, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 172,635 | 8,315 | 4.15% | 3.35% | 226 | +46,261 | 36.61% | Q1 2026 | May 01, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 172,058 | 8,267 | 3.5% | 3.45% | 227 | +8,019 | 4.89% | Q1 2026 | Apr 15, 2026 |
| AMG National Trust Bank | History | Reduced | 171,632 | 8,246 | 0.18% | 0.2% | 228 | -6,867 | -3.85% | Q1 2026 | May 04, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 171,521 | 8,241 | 3.03% | 2.93% | 229 | +1,073 | 0.63% | Q1 2026 | Apr 16, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 169,373 | 8,175 | 2.46% | 2.36% | 230 | +18,853 | 12.53% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 167,940 | 8,069 | 0.47% | 0.41% | 231 | +24,136 | 16.78% | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | Reduced | 166,716 | 8,010 | 0.25% | 0.26% | 232 | -14,284 | -7.89% | Q1 2026 | May 14, 2026 |
| Center For Asset Management LLC | History | Added to | 162,431 | 7,804 | 3.88% | 3.78% | 233 | +12,708 | 8.49% | Q1 2026 | Apr 16, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 162,354 | 7,801 | 3.23% | 3.12% | 234 | +9,904 | 6.5% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 160,335 | 7,704 | 0.0% | 0.0% | 235 | -71,791 | -30.93% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 161,077 | 7,697 | 0.28% | 0.28% | 236 | +9,376 | 6.18% | Q1 2026 | May 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 158,509 | 7,616 | 4.45% | 5.09% | 237 | -19,821 | -11.11% | Q1 2026 | May 01, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 156,798 | 7,570 | 1.06% | 1.06% | 238 | +4,918 | 3.24% | Q1 2026 | Apr 13, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 156,354 | 7,512 | 1.51% | 1.43% | 239 | +26,802 | 20.69% | Q1 2026 | Apr 23, 2026 |
| Sensenig Capital Advisors, Inc | History | Added to | 153,326 | 7,367 | 7.55% | 7.45% | 240 | +1,600 | 1.05% | Q1 2026 | Apr 14, 2026 |
| BDFS Capital LLC | History | Added to | 152,251 | 7,315 | 3.52% | 3.52% | 241 | +7,918 | 5.49% | Q1 2026 | Apr 15, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 149,379 | 7,177 | 4.24% | 3.98% | 243 | +14,247 | 10.54% | Q1 2026 | Apr 16, 2026 |
| Omega Financial Group, LLC | History | Added to | 149,377 | 7,177 | 2.33% | 2.27% | 242 | +6,773 | 4.75% | Q1 2026 | May 12, 2026 |
| Paladin Partners, LLC | History | Added to | 148,293 | 7,125 | 5.14% | 5.27% | 244 | +2,011 | 1.37% | Q1 2026 | Jun 25, 2026 |
| Plum Street Advisors, LLC | History | Added to | 147,784 | 7,101 | 2.46% | 2.32% | 245 | +12,758 | 9.45% | Q1 2026 | May 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 147,501 | 7,087 | 1.33% | 1.09% | 246 | +28,370 | 23.81% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 144,488 | 6,942 | 0.2% | 0.19% | 247 | +7,337 | 5.35% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 143,789 | 6,909 | 0.49% | — | 248 | +143,789 | New | Q1 2026 | May 15, 2026 |
| Valpey Financial Services, LLC | History | Added to | 142,070 | 6,826 | 4.44% | 4.31% | 249 | +2,347 | 1.68% | Q1 2026 | May 11, 2026 |
| Level Wealth Management LLC | History | Added to | 138,720 | 6,665 | 3.12% | 2.81% | 250 | +25,027 | 22.01% | Q1 2026 | Apr 27, 2026 |
| Prospect Financial Group LLC | History | Added to | 137,062 | 6,585 | 6.08% | 5.78% | 251 | +8,356 | 6.49% | Q1 2026 | May 05, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 136,461 | 6,556 | 1.68% | 1.59% | 252 | +11,706 | 9.38% | Q1 2026 | Apr 09, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 135,344 | 6,503 | 1.64% | 1.49% | 253 | +3,181 | 2.41% | Q1 2026 | Apr 30, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 134,796 | 6,476 | 4.08% | 3.91% | 254 | +6,642 | 5.18% | Q1 2026 | Apr 07, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 134,062 | 6,441 | 1.04% | 1.5% | 255 | -57,220 | -29.91% | Q1 2026 | Apr 15, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 132,734 | 6,377 | 2.28% | 2.15% | 256 | +9,061 | 7.33% | Q1 2026 | May 12, 2026 |
| TRB Wealth Management, LLC | History | New | 131,971 | 6,341 | 0.9% | — | 257 | +131,971 | New | Q1 2026 | May 14, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 131,965 | 6,340 | 3.97% | 3.15% | 258 | +26,362 | 24.96% | Q1 2026 | Apr 15, 2026 |
| City State Bank | History | Added to | 131,814 | 6,333 | 1.64% | 1.68% | 259 | +5,027 | 3.96% | Q1 2026 | Apr 20, 2026 |
| Chesapeake Wealth Management | History | Reduced | 129,907 | 6,242 | 1.92% | 1.87% | 260 | -175 | -0.13% | Q1 2026 | May 18, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 129,272 | 6,211 | 0.04% | 0.03% | 261 | +11,070 | 9.37% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Reduced | 126,546 | 6,080 | 0.09% | 0.1% | 262 | -10,009 | -7.33% | Q1 2026 | May 08, 2026 |
| Seneschal Advisors, LLC | History | Added to | 124,920 | 6,002 | 4.46% | 4.28% | 263 | +4,571 | 3.8% | Q1 2026 | May 08, 2026 |
| CGN Advisors LLC | History | Reduced | 124,283 | 5,971 | 0.47% | 0.5% | 264 | -5,865 | -4.51% | Q1 2026 | Apr 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 123,415 | 5,930 | 3.71% | 2.12% | 265 | +50,565 | 69.41% | Q1 2026 | Apr 28, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 123,274 | 5,923 | 2.77% | 2.8% | 266 | +2,248 | 1.86% | Q1 2026 | Apr 24, 2026 |
| Savvy Advisors, Inc. | History | Added to | 122,817 | 5,901 | 0.16% | 0.06% | 267 | +83,992 | 216.33% | Q1 2026 | May 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 121,749 | 5,850 | 1.06% | 1.12% | 268 | +23 | 0.02% | Q1 2026 | Apr 13, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 121,180 | 5,822 | 2.8% | 3.12% | 269 | -9,611 | -7.35% | Q1 2026 | Apr 29, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 120,000 | 5,766 | 0.34% | 0.33% | 270 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| United Financial Planning Group LLC | History | Added to | 118,846 | 5,710 | 3.38% | 2.98% | 271 | +17,317 | 17.06% | Q1 2026 | May 08, 2026 |
| Vanguard National Trust Co | History | New | 118,678 | 5,702 | 0.36% | — | 272 | +118,678 | New | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 118,482 | 5,693 | 0.01% | 0.01% | 273 | +33,347 | 39.17% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 118,351 | 5,687 | 0.15% | 0.12% | 274 | +32,722 | 38.21% | Q1 2026 | May 14, 2026 |
| Manuka Financial, LLC | History | Reduced | 117,991 | 5,669 | 3.5% | 3.61% | 275 | -2,305 | -1.92% | Q1 2026 | May 07, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 117,853 | 5,662 | 0.56% | 0.5% | 276 | +13,366 | 12.79% | Q1 2026 | Apr 30, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 117,791 | 5,659 | 1.74% | 1.58% | 277 | +9,330 | 8.6% | Q1 2026 | Apr 13, 2026 |
| Auour Investments LLC | History | Added to | 117,262 | 5,634 | 1.77% | 1.78% | 278 | +1,604 | 1.39% | Q1 2026 | Apr 20, 2026 |
| Five Pine Wealth Management | History | Added to | 116,352 | 5,590 | 3.48% | 3.3% | 279 | +9,910 | 9.31% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 115,849 | 5,566 | 0.01% | 0.01% | 280 | +4,364 | 3.91% | Q1 2026 | May 14, 2026 |
| TTP Investments, Inc. | History | New | 114,679 | 5,510 | 2.3% | — | 281 | +114,679 | New | Q1 2026 | Apr 16, 2026 |
| Sagace Wealth Management LLC | History | New | 114,508 | 5,502 | 3.69% | — | 282 | +114,508 | New | Q1 2026 | Apr 29, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 114,201 | 5,487 | 2.79% | 2.79% | 283 | +6,038 | 5.58% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | Reduced | 113,882 | 5,472 | 3.59% | 3.7% | 284 | -2,892 | -2.48% | Q1 2026 | Apr 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 113,064 | 5,403 | 0.34% | 0.25% | 285 | +2,909 | 2.64% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | Reduced | 112,182 | 5,390 | 0.23% | 0.3% | 286 | -25,790 | -18.69% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 112,161 | 5,389 | 0.29% | 0.15% | 287 | +56,833 | 102.72% | Q1 2026 | May 13, 2026 |
| Baron Financial Group, LLC | History | Added to | 111,972 | 5,380 | 2.9% | 2.73% | 288 | +6,547 | 6.21% | Q1 2026 | Apr 09, 2026 |
| Frisco Financial Planning LLC | History | Reduced | 111,307 | 5,348 | 4.41% | 6.01% | 289 | -37,573 | -25.24% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 110,492 | 5,309 | 0.01% | 0.01% | 290 | +26,617 | 31.73% | Q1 2026 | May 05, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 109,108 | 5,242 | 2.12% | 2.04% | 291 | +2,147 | 2.01% | Q1 2026 | Apr 28, 2026 |
| TSA Wealth Managment LLC | History | Added to | 105,772 | 5,082 | 1.64% | 1.38% | 292 | +19,746 | 22.95% | Q1 2026 | May 01, 2026 |
| Values Added Financial LLC | History | Reduced | 105,019 | 5,046 | 2.12% | 4.04% | 293 | -93,215 | -47.02% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Reduced | 104,318 | 5,012 | 0.23% | 0.24% | 294 | -6,068 | -5.5% | Q1 2026 | Apr 30, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 104,230 | 5,008 | 2.8% | — | 295 | +104,230 | New | Q1 2026 | Apr 10, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 103,089 | 4,953 | 1.24% | 1.22% | 296 | +4,468 | 4.53% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 102,909 | 4,944 | 0.19% | 0.19% | 297 | -495 | -0.48% | Q1 2026 | May 12, 2026 |
| Tandem Financial, LLC | History | New | 101,937 | 4,898 | 1.56% | — | 298 | +101,937 | New | Q1 2026 | May 08, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 101,371 | 4,870 | 1.25% | 1.25% | 299 | +2,850 | 2.89% | Q1 2026 | May 01, 2026 |
| Veery Capital, LLC | History | Added to | 100,842 | 4,845 | 1.49% | 1.46% | 300 | +2,342 | 2.38% | Q1 2026 | Apr 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 121,355 | 4,748 | 0.12% | 0.11% | 301 | +4,578 | 3.92% | Q1 2026 | Apr 29, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 98,054 | 4,711 | 0.86% | 0.81% | 302 | +8,163 | 9.08% | Q1 2026 | Apr 17, 2026 |
| K2 Financial Inc. | History | Added to | 97,243 | 4,685 | 3.41% | 3.44% | 303 | +5,440 | 5.93% | Q1 2026 | Apr 28, 2026 |
| Neumann Capital Management, LLC | History | Added to | 97,073 | 4,664 | 1.37% | 1.32% | 304 | +2,193 | 2.31% | Q1 2026 | Apr 13, 2026 |
| Zeit Capital LLC | History | Added to | 96,839 | 4,653 | 3.11% | 2.6% | 305 | +17,005 | 21.3% | Q1 2026 | May 05, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 95,900 | 4,602 | 5.32% | 6.27% | 306 | -34,800 | -26.63% | Q1 2026 | Apr 30, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 95,673 | 4,586 | 2.27% | 2.08% | 307 | +11,264 | 13.34% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 94,531 | 4,542 | 0.24% | 0.22% | 308 | +7,840 | 9.04% | Q1 2026 | Apr 17, 2026 |
| Bedminster, LLC | History | Added to | 94,305 | 4,531 | 4.22% | 4.1% | 309 | +1,884 | 2.04% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 94,214 | 4,526 | 0.01% | 0.01% | 310 | -10,935 | -10.4% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 93,894 | 4,511 | 0.01% | 0.02% | 311 | +2,083 | 2.27% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 93,588 | 4,496 | 0.0% | 0.0% | 312 | +9,826 | 11.73% | Q1 2026 | May 08, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 93,053 | 4,471 | 0.86% | 0.93% | 313 | -720 | -0.77% | Q1 2026 | Apr 21, 2026 |
| Sharper & Granite LLC | History | Added to | 92,940 | 4,465 | 1.53% | 1.26% | 314 | +18,980 | 25.66% | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | Added to | 92,676 | 4,453 | 0.09% | 0.09% | 315 | +5,000 | 5.7% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 92,598 | 4,449 | 0.05% | 0.08% | 316 | +28,195 | 43.78% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 91,680 | 4,429 | 0.03% | 0.04% | 317 | -17,924 | -16.35% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 92,075 | 4,424 | 0.14% | 0.14% | 318 | +2,756 | 3.09% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 91,615 | 4,402 | 0.1% | 0.12% | 319 | -7,016 | -7.11% | Q1 2026 | May 04, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 91,469 | 4,395 | 0.2% | 0.16% | 320 | +14,904 | 19.47% | Q1 2026 | May 06, 2026 |
| NYL Investors LLC | History | Added to | 91,111 | 4,377 | 1.65% | 1.45% | 321 | +2,801 | 3.17% | Q1 2026 | May 07, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 90,552 | 4,351 | 0.51% | 0.29% | 322 | +45,802 | 102.35% | Q1 2026 | Apr 30, 2026 |
| Friedenthal Financial | History | Added to | 90,376 | 4,342 | 2.18% | 2.1% | 323 | +5,961 | 7.06% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 89,745 | 4,312 | 0.26% | 0.29% | 324 | -2,374,947 | -96.36% | Q1 2026 | May 12, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 88,179 | 4,260 | 2.38% | 2.38% | 325 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 87,811 | 4,219 | 0.12% | 0.1% | 326 | +7,840 | 9.8% | Q1 2026 | Apr 27, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 86,914 | 4,176 | 0.88% | 0.89% | 327 | +4,084 | 4.93% | Q1 2026 | Apr 30, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 85,758 | 4,120 | 2.65% | — | 328 | +85,758 | New | Q1 2026 | Apr 21, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 85,539 | 4,110 | 2.43% | 1.96% | 329 | +13,319 | 18.44% | Q1 2026 | Apr 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 84,799 | 4,074 | 0.06% | 0.2% | 330 | -164,483 | -65.98% | Q1 2026 | May 11, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 83,420 | 4,008 | 1.66% | 1.57% | 331 | +4,671 | 5.93% | Q1 2026 | Apr 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 82,815 | 3,975 | 0.01% | 0.02% | 332 | +8,277 | 11.1% | Q1 2026 | May 12, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 82,458 | 3,962 | 1.1% | 0.97% | 333 | +18,588 | 29.1% | Q1 2026 | Apr 09, 2026 |
| NBC SECURITIES, INC. | History | Added to | 81,391 | 3,910 | 0.29% | 0.29% | 334 | +1,078 | 1.34% | Q1 2026 | Apr 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 80,476 | 3,866 | 1.21% | 1.05% | 335 | +8,313 | 11.52% | Q1 2026 | Apr 17, 2026 |
| WealthSpring Partners, LLC | History | Added to | 80,284 | 3,857 | 3.54% | 3.97% | 336 | +157 | 0.2% | Q1 2026 | Apr 20, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 80,218 | 3,854 | 0.25% | 0.21% | 337 | +13,371 | 20.0% | Q1 2026 | May 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 80,175 | 3,852 | 0.0% | 0.0% | 338 | -27,036 | -25.22% | Q1 2026 | May 18, 2026 |
| Sigma Planning Corp | History | Reduced | 80,165 | 3,851 | 0.11% | 0.23% | 339 | -94,227 | -54.03% | Q1 2026 | May 04, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 79,763 | 3,832 | 0.28% | 0.27% | 340 | +4,075 | 5.38% | Q1 2026 | Apr 15, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 79,300 | 3,812 | 1.06% | 1.07% | 341 | +3,258 | 4.28% | Q1 2026 | Apr 08, 2026 |
| HT Partners LLC | History | Added to | 79,061 | 3,798 | 1.15% | 1.11% | 342 | +1,510 | 1.95% | Q1 2026 | Apr 10, 2026 |
| McIlrath & Eck, LLC | History | Added to | 78,924 | 3,792 | 0.28% | 0.21% | 343 | +31,029 | 64.79% | Q1 2026 | May 19, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 78,903 | 3,791 | 0.65% | 0.62% | 344 | +3,956 | 5.28% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 78,681 | 3,784 | 0.0% | 0.0% | 345 | -55,899 | -41.54% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 77,862 | 3,741 | 0.02% | 0.02% | 346 | -707 | -0.9% | Q1 2026 | May 13, 2026 |
| Quartz Partners, LLC | History | New | 77,771 | 3,736 | 1.44% | — | 347 | +77,771 | New | Q1 2026 | May 05, 2026 |
| RiverGlades Family Offices LLC | History | New | 74,240 | 3,567 | 2.1% | — | 348 | +74,240 | New | Q1 2026 | May 13, 2026 |
| Blue Barn Wealth, LLC | History | No change | 73,647 | 3,558 | 5.18% | 5.18% | 349 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Note Advisors, LLC | History | Added to | 73,974 | 3,554 | 1.78% | 1.8% | 350 | +1,360 | 1.87% | Q1 2026 | May 15, 2026 |
| SWP FINANCIAL LLC | History | Added to | 73,806 | 3,546 | 1.81% | 1.73% | 351 | +2,612 | 3.67% | Q1 2026 | Apr 17, 2026 |
| Avant Financial Advisors LLC | History | Added to | 73,710 | 3,541 | 2.49% | 2.45% | 352 | +3,277 | 4.65% | Q1 2026 | Apr 23, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 73,634 | 3,538 | 0.52% | 0.64% | 353 | +1,580 | 2.19% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 73,137 | 3,514 | 0.03% | 0.03% | 354 | +20,891 | 39.99% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 72,243 | 3,471 | 0.17% | 0.17% | 355 | +51 | 0.07% | Q1 2026 | May 05, 2026 |
| VCI Wealth Management LLC | History | Added to | 71,645 | 3,442 | 0.95% | 0.86% | 356 | +7,957 | 12.49% | Q1 2026 | Apr 21, 2026 |
| Skyline Advisors, Inc. | History | Added to | 70,883 | 3,405 | 1.19% | 0.59% | 357 | +34,362 | 94.09% | Q1 2026 | Apr 20, 2026 |
| West Wealth Group, LLC | History | Added to | 70,754 | 3,399 | 0.67% | 0.66% | 358 | +5,346 | 8.17% | Q1 2026 | May 11, 2026 |
| BLB&B Advisors, LLC | History | Added to | 70,632 | 3,393 | 0.14% | 0.11% | 359 | +16,076 | 29.47% | Q1 2026 | Apr 28, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 68,772 | 3,304 | 0.19% | 0.15% | 360 | +10,095 | 17.2% | Q1 2026 | May 01, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 67,996 | 3,267 | 0.0% | 0.0% | 361 | -23,914 | -26.02% | Q1 2026 | May 06, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 67,066 | 3,222 | 0.32% | 0.22% | 362 | +20,555 | 44.19% | Q1 2026 | May 14, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 66,655 | 3,202 | 2.09% | 2.06% | 364 | +596 | 0.9% | Q1 2026 | Apr 28, 2026 |
| HM PAYSON & CO | History | No change | 66,641 | 3,202 | 0.05% | 0.05% | 363 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Heritage Family Offices, LLP | History | New | 66,176 | 3,179 | 1.41% | — | 365 | +66,176 | New | Q1 2026 | Apr 08, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 65,847 | 3,163 | 0.43% | 0.21% | 366 | +37,691 | 133.86% | Q1 2026 | Apr 28, 2026 |
| Summit Global Investments | History | Added to | 65,080 | 3,127 | 0.18% | 0.05% | 367 | +46,377 | 247.97% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 64,473 | 3,097 | 0.0% | 0.01% | 368 | -69,995 | -52.05% | Q1 2026 | May 14, 2026 |
| Petix & Botte Co | History | Reduced | 63,562 | 3,054 | 0.68% | 0.78% | 369 | -7,265 | -10.26% | Q1 2026 | Apr 30, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 63,478 | 3,050 | 1.88% | — | 370 | +63,478 | New | Q1 2026 | Apr 28, 2026 |
| Robinswood Financial LLC | History | New | 63,335 | 3,043 | 3.84% | — | 371 | +63,335 | New | Q1 2026 | Jun 09, 2026 |
| CHOREO, LLC | History | Reduced | 63,385 | 3,042 | 0.04% | 0.04% | 372 | -404 | -0.63% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Added to | 63,186 | 3,036 | 0.16% | 0.03% | 373 | +50,767 | 408.78% | Q1 2026 | May 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 62,417 | 2,999 | 0.42% | 0.48% | 374 | +777 | 1.26% | Q1 2026 | May 08, 2026 |
| Claro Advisors Inc. | History | Added to | 61,877 | 2,973 | 0.36% | 0.3% | 375 | +16,260 | 35.64% | Q1 2026 | Apr 21, 2026 |
| Point Nemo Capital, LLC | History | Added to | 61,656 | 2,962 | 1.95% | 1.06% | 376 | +39,591 | 179.43% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 61,403 | 2,950 | 0.74% | 0.7% | 377 | +5,179 | 9.21% | Q1 2026 | Apr 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 60,987 | 2,930 | 1.05% | 1.04% | 378 | +208 | 0.34% | Q1 2026 | Apr 14, 2026 |
| Global Endowment Management, LP | History | Added to | 60,287 | 2,897 | 0.32% | 0.34% | 379 | +3,523 | 6.21% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 59,419 | 2,855 | 0.85% | 0.76% | 380 | +7,473 | 14.39% | Q1 2026 | May 06, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 59,074 | 2,831 | 0.16% | 0.16% | 381 | +2,241 | 3.94% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 58,083 | 2,790 | 0.53% | 0.51% | 382 | +2,671 | 4.82% | Q1 2026 | Apr 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 57,713 | 2,773 | 0.43% | 0.17% | 383 | +36,529 | 172.44% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 57,322 | 2,754 | 0.0% | — | 384 | +57,322 | New | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 56,982 | 2,737 | 0.03% | 0.02% | 385 | +35,465 | 164.82% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 56,748 | 2,726 | 0.03% | 0.03% | 386 | +8,439 | 17.47% | Q1 2026 | Apr 20, 2026 |
| ATLas Financial Planning LLC | History | Added to | 56,528 | 2,716 | 2.44% | 2.58% | 387 | +2,067 | 3.8% | Q1 2026 | Apr 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 56,440 | 2,711 | 0.9% | 0.89% | 388 | +5,700 | 11.23% | Q1 2026 | May 12, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 56,343 | 2,707 | 1.56% | 1.5% | 389 | +1,915 | 3.52% | Q1 2026 | Apr 08, 2026 |
| Womack Financial LLC | History | Added to | 56,244 | 2,702 | 1.99% | 1.88% | 390 | +3,497 | 6.63% | Q1 2026 | May 11, 2026 |
| United Advisor Group, LLC | History | Added to | 56,174 | 2,699 | 0.33% | 0.32% | 391 | +3,788 | 7.23% | Q1 2026 | Apr 17, 2026 |
| 10Elms LLP | History | Added to | 55,381 | 2,697 | 1.7% | 1.93% | 392 | +11,824 | 27.15% | Q1 2026 | May 15, 2026 |
| Archer Investment Management, LLC | History | Added to | 55,854 | 2,683 | 1.13% | 0.2% | 393 | +48,266 | 636.08% | Q1 2026 | Apr 08, 2026 |
| Manske Wealth Management | History | Added to | 54,214 | 2,604 | 0.73% | 0.69% | 394 | +5,777 | 11.93% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 54,131 | 2,600 | 0.0% | 0.0% | 395 | +10,502 | 24.07% | Q1 2026 | May 15, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 53,762 | 2,583 | 1.95% | 1.71% | 396 | +6,091 | 12.78% | Q1 2026 | Apr 14, 2026 |
| Buttonwood Financial Group, LLC | History | Added to | 53,377 | 2,564 | 1.58% | 0.2% | 397 | +45,623 | 588.38% | Q1 2026 | Apr 15, 2026 |
| BANK OF HAWAII | History | Added to | 52,719 | 2,533 | 0.13% | 0.12% | 398 | +2,428 | 4.83% | Q1 2026 | May 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 52,658 | 2,530 | 0.79% | 0.78% | 399 | +2,004 | 3.96% | Q1 2026 | May 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 52,457 | 2,520 | 1.77% | 1.75% | 400 | +1,474 | 2.89% | Q1 2026 | May 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 52,073 | 2,502 | 0.79% | 0.77% | 401 | +420 | 0.81% | Q1 2026 | Apr 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 51,321 | 2,465 | 0.01% | 0.02% | 402 | -18,761 | -26.77% | Q1 2026 | Apr 30, 2026 |
| Burk Holdings LLC | History | Reduced | 51,055 | 2,453 | 1.05% | 1.19% | 403 | -606 | -1.17% | Q1 2026 | May 07, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 50,959 | 2,448 | 0.34% | 0.47% | 404 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Red Wave Investments LLC | History | Reduced | 50,262 | 2,415 | 0.72% | 0.73% | 405 | -248 | -0.49% | Q1 2026 | May 08, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 50,224 | 2,413 | 1.68% | 1.66% | 406 | +1,270 | 2.59% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 50,142 | 2,409 | 0.04% | 0.04% | 407 | +2,126 | 4.43% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 49,606 | 2,383 | 0.02% | 0.03% | 408 | -5,980 | -10.76% | Q1 2026 | May 13, 2026 |
| University of Illinois Foundation | History | New | 48,750 | 2,342 | 0.48% | — | 409 | +48,750 | New | Q1 2026 | May 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 47,741 | 2,293 | 0.05% | 0.05% | 410 | +75 | 0.16% | Q1 2026 | Apr 15, 2026 |
| Graetz Wealth LLC | History | Added to | 47,678 | 2,290 | 2.04% | 1.99% | 411 | +2,483 | 5.49% | Q1 2026 | Apr 30, 2026 |
| ALPS ADVISORS INC | History | Reduced | 47,578 | 2,286 | 0.01% | 0.07% | 412 | -208,720 | -81.44% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 47,347 | 2,275 | 0.04% | 0.02% | 413 | +29,280 | 162.06% | Q1 2026 | May 18, 2026 |
| Johnson Financial Group, LLC | History | Added to | 47,080 | 2,262 | 0.15% | 0.14% | 414 | +895 | 1.94% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 47,004 | 2,258 | 0.03% | 0.03% | 415 | +8,184 | 21.08% | Q1 2026 | May 15, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 46,755 | 2,246 | 2.53% | 2.27% | 416 | +4,262 | 10.03% | Q1 2026 | Apr 14, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 46,274 | 2,223 | 0.31% | 0.27% | 417 | +6,463 | 16.23% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,243 | 2,221 | 0.08% | 0.08% | 418 | +2,412 | 5.5% | Q1 2026 | Apr 20, 2026 |
| Total Wealth Planning, LLC | History | No change | 45,965 | 2,221 | 4.75% | 4.75% | 419 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 45,988 | 2,209 | 1.45% | 1.48% | 420 | +1,511 | 3.4% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Reduced | 45,968 | 2,208 | 0.01% | 0.01% | 421 | -1,180 | -2.5% | Q1 2026 | May 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 45,269 | 2,175 | 1.08% | 0.82% | 422 | +12,089 | 36.43% | Q1 2026 | Apr 16, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 45,200 | 2,171 | 0.85% | 0.77% | 423 | +6,307 | 16.22% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 44,900 | 2,169 | 0.04% | 0.04% | 424 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 45,120 | 2,168 | 1.3% | 1.23% | 425 | +141 | 0.31% | Q1 2026 | May 01, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 44,423 | 2,134 | 0.3% | 0.28% | 426 | +103 | 0.23% | Q1 2026 | Apr 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 43,161 | 2,073 | 0.02% | 0.02% | 427 | +8,674 | 25.15% | Q1 2026 | May 12, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 42,728 | 2,053 | 0.98% | 0.87% | 428 | +7,082 | 19.87% | Q1 2026 | Apr 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 42,398 | 2,037 | 0.05% | 0.05% | 429 | +2,899 | 7.34% | Q1 2026 | Apr 07, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 42,330 | 2,033 | 1.8% | 1.87% | 430 | -742 | -1.72% | Q1 2026 | May 15, 2026 |
| Ridgewood Investments LLC | History | New | 42,106 | 2,023 | 0.83% | — | 431 | +42,106 | New | Q1 2026 | Apr 03, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 41,898 | 2,013 | 0.49% | — | 432 | +41,898 | New | Q1 2026 | Apr 17, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 41,844 | 2,010 | 0.01% | 0.01% | 433 | +924 | 2.26% | Q1 2026 | May 05, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 41,802 | 2,008 | 1.13% | 1.09% | 434 | +879 | 2.15% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 41,547 | 1,988 | 0.04% | 0.07% | 435 | +9,044 | 27.83% | Q1 2026 | May 01, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 40,818 | 1,961 | 2.87% | 2.9% | 436 | +155 | 0.38% | Q1 2026 | Apr 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 40,704 | 1,955 | 0.07% | 0.02% | 437 | +30,085 | 283.31% | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 40,341 | 1,938 | 0.15% | 0.16% | 438 | +1,806 | 4.69% | Q1 2026 | May 01, 2026 |
| Napier Financial, LLC | History | Added to | 40,216 | 1,932 | 0.44% | 0.48% | 439 | +195 | 0.49% | Q1 2026 | May 05, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 40,096 | 1,926 | 0.2% | 0.14% | 440 | +11,987 | 42.64% | Q1 2026 | May 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 39,901 | 1,920 | 0.11% | 0.11% | 441 | +1,067 | 2.75% | Q1 2026 | Apr 17, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 39,917 | 1,918 | 0.1% | 0.1% | 442 | -1,048 | -2.56% | Q1 2026 | Apr 17, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 39,407 | 1,893 | 0.58% | 0.55% | 443 | +2,991 | 8.21% | Q1 2026 | Apr 28, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 39,363 | 1,891 | 1.4% | 1.37% | 444 | -594 | -1.49% | Q1 2026 | Apr 24, 2026 |
| SYON CAPITAL LLC | History | Added to | 39,074 | 1,877 | 0.09% | 0.07% | 445 | +11,721 | 42.85% | Q1 2026 | May 13, 2026 |
| Veratis Advisors, Inc. | History | No change | 38,355 | 1,875 | 1.48% | 1.48% | 446 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Added to | 38,965 | 1,872 | 0.04% | 0.03% | 447 | +11,172 | 40.2% | Q1 2026 | Apr 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 38,937 | 1,870 | 0.05% | 0.05% | 448 | +428 | 1.11% | Q1 2026 | May 07, 2026 |
| New Insight Wealth Advisors | History | Reduced | 38,604 | 1,854 | 0.66% | 0.69% | 449 | -1,213 | -3.05% | Q1 2026 | May 07, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 38,012 | 1,826 | 0.76% | 0.73% | 450 | +1,515 | 4.15% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 37,633 | 1,818 | 0.08% | 0.08% | 451 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 37,266 | 1,790 | 0.72% | 0.7% | 452 | +835 | 2.29% | Q1 2026 | Apr 08, 2026 |
| Westside Investment Management, Inc. | History | Added to | 37,213 | 1,788 | 0.27% | 0.25% | 453 | +4,255 | 12.91% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Reduced | 36,898 | 1,772 | 0.06% | 0.06% | 454 | -1,232 | -3.23% | Q1 2026 | Apr 22, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 36,403 | 1,759 | 0.48% | 0.48% | 455 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 36,203 | 1,739 | 0.79% | 0.65% | 456 | +8,073 | 28.7% | Q1 2026 | Apr 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 36,088 | 1,734 | 0.39% | 0.37% | 457 | +3,151 | 9.57% | Q1 2026 | Apr 22, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 35,476 | 1,704 | 0.19% | 0.09% | 458 | +18,142 | 104.66% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 35,246 | 1,693 | 0.02% | 0.02% | 459 | -960 | -2.65% | Q1 2026 | Apr 28, 2026 |
| OneAscent Financial Services LLC | History | Added to | 35,169 | 1,689 | 0.09% | 0.14% | 460 | +4,605 | 15.07% | Q1 2026 | Apr 21, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 35,044 | 1,683 | 0.05% | 0.06% | 461 | -54 | -0.15% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 35,014 | 1,682 | 0.1% | 0.11% | 462 | +869 | 2.55% | Q1 2026 | Apr 27, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 34,970 | 1,678 | 0.11% | 0.13% | 463 | -2,975 | -7.84% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 34,918 | 1,677 | 0.06% | 0.05% | 464 | +2,414 | 7.43% | Q1 2026 | May 14, 2026 |
| Winter & Associates, Inc. | History | Reduced | 34,914 | 1,671 | 1.46% | 1.99% | 465 | -9,560 | -21.5% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 34,617 | 1,663 | 0.05% | 0.06% | 466 | -1,857 | -5.09% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 33,973 | 1,632 | 0.11% | 0.1% | 467 | +2,435 | 7.72% | Q1 2026 | Apr 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 33,917 | 1,629 | 0.02% | 0.02% | 468 | +2,221 | 7.01% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 33,840 | 1,625 | 0.0% | 0.0% | 469 | -52,366 | -60.75% | Q1 2026 | May 13, 2026 |
| Banco BTG Pactual S.A. | History | New | 33,714 | 1,619 | 0.14% | — | 470 | +33,714 | New | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 33,657 | 1,617 | 0.1% | 0.1% | 471 | +420 | 1.26% | Q1 2026 | Apr 23, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 33,361 | 1,602 | 1.31% | 0.17% | 472 | +29,204 | 702.53% | Q1 2026 | May 11, 2026 |
| Global Financial Private Client, LLC | History | Added to | 33,320 | 1,601 | 0.52% | 0.56% | 473 | +115 | 0.35% | Q1 2026 | Apr 20, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 33,311 | 1,600 | 1.16% | 1.28% | 474 | -1,468 | -4.22% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 33,224 | 1,596 | 0.0% | 0.0% | 475 | +6,673 | 25.13% | Q1 2026 | May 15, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 33,102 | 1,590 | 0.49% | 0.51% | 476 | -1,490 | -4.31% | Q1 2026 | Apr 21, 2026 |
| Prostatis Group LLC | History | Reduced | 32,991 | 1,585 | 0.41% | 0.44% | 477 | -4,831 | -12.77% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 33,024 | 1,585 | 0.08% | 0.07% | 478 | +287 | 0.88% | Q1 2026 | May 12, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 32,432 | 1,567 | 0.14% | 0.14% | 479 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NOVEM GROUP | History | Added to | 32,598 | 1,566 | 0.18% | 0.17% | 480 | +2,468 | 8.19% | Q1 2026 | Apr 10, 2026 |
| JT Stratford LLC | History | Added to | 31,837 | 1,529 | 0.19% | 0.17% | 481 | +3,858 | 13.79% | Q1 2026 | May 15, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 31,558 | 1,516 | 0.79% | 1.02% | 482 | -936 | -2.88% | Q1 2026 | May 18, 2026 |
| Parallel Advisors, LLC | History | Reduced | 31,537 | 1,515 | 0.03% | 0.03% | 483 | -833 | -2.57% | Q1 2026 | Jun 02, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 31,334 | 1,505 | 0.03% | 0.03% | 484 | +2,638 | 9.19% | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 31,278 | 1,502 | 0.1% | 0.15% | 485 | -5,058 | -13.92% | Q1 2026 | Apr 20, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 31,215 | 1,499 | 0.13% | — | 486 | +31,215 | New | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 31,188 | 1,498 | 0.01% | 0.01% | 487 | +16,375 | 110.54% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 31,186 | 1,498 | 0.25% | 0.22% | 488 | +6,007 | 23.86% | Q1 2026 | Apr 30, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 30,760 | 1,478 | 0.19% | 0.27% | 489 | +846 | 2.83% | Q1 2026 | May 18, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 30,423 | 1,461 | 0.85% | 0.79% | 490 | +2,364 | 8.43% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 29,963 | 1,440 | 0.02% | 0.02% | 491 | -4,431 | -12.88% | Q1 2026 | May 15, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 29,948 | 1,439 | 1.14% | 0.94% | 492 | +2,710 | 9.95% | Q1 2026 | Apr 13, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 29,844 | 1,434 | 0.88% | 0.75% | 493 | +6,383 | 27.21% | Q1 2026 | May 04, 2026 |
| Stewardship Advisors, LLC | History | Added to | 29,489 | 1,416 | 0.33% | 0.28% | 494 | +4,061 | 15.97% | Q1 2026 | Apr 17, 2026 |
| Brandywine Asset Management, Inc. | History | Added to | 29,282 | 1,402 | 1.11% | 0.99% | 495 | +128 | 0.44% | Q1 2026 | Apr 22, 2026 |
| 5T Wealth, LLC | History | Added to | 29,070 | 1,396 | 0.55% | 0.45% | 496 | +5,752 | 24.67% | Q1 2026 | Apr 13, 2026 |
| EQ LLC | History | Added to | 28,988 | 1,392 | 0.39% | 0.36% | 497 | +2,861 | 10.95% | Q1 2026 | May 06, 2026 |
| Invst, LLC | History | Reduced | 28,963 | 1,391 | 0.16% | 0.19% | 498 | -7,494 | -20.56% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Added to | 28,759 | 1,381 | 0.02% | 0.02% | 499 | +1,676 | 6.19% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 28,721 | 1,380 | 0.48% | 0.42% | 500 | +4,723 | 19.68% | Q1 2026 | Apr 23, 2026 |
| LongView Wealth Management | History | Added to | 28,601 | 1,379 | 0.35% | 0.32% | 501 | +1,608 | 5.96% | Q1 2026 | Apr 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 28,577 | 1,373 | 0.1% | 0.11% | 502 | -2,012 | -6.58% | Q1 2026 | May 05, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 28,321 | 1,360 | 0.49% | 0.44% | 503 | +1,243 | 4.59% | Q1 2026 | May 12, 2026 |
| VestGen Investment Management | History | Reduced | 28,281 | 1,358 | 0.75% | 0.84% | 504 | -2,950 | -9.45% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 28,009 | 1,353 | 0.05% | 0.05% | 505 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 28,145 | 1,352 | 0.17% | 0.18% | 506 | +927 | 3.41% | Q1 2026 | Apr 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 27,765 | 1,334 | 0.49% | 0.41% | 507 | +4,973 | 21.82% | Q1 2026 | Apr 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 27,565 | 1,324 | 0.03% | 0.03% | 508 | +830 | 3.1% | Q1 2026 | Apr 15, 2026 |
| JNBA Financial Advisors | History | Added to | 27,441 | 1,318 | 0.11% | 0.11% | 509 | +324 | 1.19% | Q1 2026 | Apr 22, 2026 |
| Moors & Cabot, Inc. | History | Added to | 27,285 | 1,311 | 0.06% | 0.05% | 510 | +1,395 | 5.39% | Q1 2026 | May 08, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 27,246 | 1,309 | 0.5% | 0.41% | 511 | +9,857 | 56.69% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | Reduced | 27,204 | 1,307 | 0.54% | 0.56% | 512 | -73 | -0.27% | Q1 2026 | Apr 21, 2026 |
| GWN SECURITIES INC. | History | Added to | 27,126 | 1,303 | 0.25% | 0.2% | 513 | +7,092 | 35.4% | Q1 2026 | May 14, 2026 |
| Sanchez Levi Garrett | History | New | 27,071 | 1,300 | 0.82% | — | 514 | +27,071 | New | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 27,026 | 1,298 | 0.02% | 0.02% | 515 | +47 | 0.17% | Q1 2026 | May 11, 2026 |
| Stonekeep Investments, LLC | History | Added to | 26,815 | 1,288 | 0.83% | 0.75% | 516 | +2,453 | 10.07% | Q1 2026 | Apr 07, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 26,331 | 1,265 | 0.3% | 0.16% | 517 | +12,795 | 94.53% | Q1 2026 | May 07, 2026 |
| Bank of Marin | History | Added to | 26,145 | 1,256 | 0.92% | 0.84% | 518 | +1,015 | 4.04% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 26,132 | 1,255 | 0.19% | 0.17% | 519 | +3,644 | 16.2% | Q1 2026 | May 06, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 26,210 | 1,252 | 0.64% | — | 520 | +26,210 | New | Q1 2026 | May 15, 2026 |
| EWA, LLC | History | Added to | 25,969 | 1,247 | 0.28% | 0.19% | 521 | +9,618 | 58.82% | Q1 2026 | Apr 23, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 25,882 | 1,243 | 0.47% | 0.49% | 522 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 25,834 | 1,241 | 0.71% | — | 523 | +25,834 | New | Q1 2026 | May 11, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 25,151 | 1,208 | 0.3% | 0.29% | 524 | +1,030 | 4.27% | Q1 2026 | Apr 27, 2026 |
| Fort Henry Capital, LLC | History | Added to | 24,820 | 1,192 | 0.72% | 0.67% | 525 | +2,132 | 9.4% | Q1 2026 | Apr 20, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 24,739 | 1,188 | 0.07% | 0.07% | 526 | -93 | -0.37% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | New | 24,696 | 1,186 | 0.01% | — | 527 | +24,696 | New | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 24,668 | 1,185 | 0.03% | 0.03% | 528 | +3,536 | 16.73% | Q1 2026 | Apr 21, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 24,533 | 1,178 | 0.69% | 0.67% | 529 | +284 | 1.17% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 24,357 | 1,170 | 0.01% | 0.01% | 530 | +345 | 1.44% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 24,343 | 1,169 | 0.02% | 0.02% | 531 | +1,347 | 5.86% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Alliance LLC | History | Added to | 24,204 | 1,164 | 0.07% | 0.05% | 532 | +9,858 | 68.72% | Q1 2026 | Apr 20, 2026 |
| Carter Financial Group, INC. | History | Reduced | 24,190 | 1,162 | 0.72% | 0.71% | 533 | -498 | -2.02% | Q1 2026 | Apr 27, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 24,068 | 1,156 | 0.04% | 0.04% | 534 | +104 | 0.43% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Added to | 23,743 | 1,140 | 0.05% | 0.05% | 535 | +2,338 | 10.92% | Q1 2026 | Apr 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 23,662 | 1,136 | 0.24% | — | 537 | +23,662 | New | Q1 2026 | Apr 15, 2026 |
| Inscription Capital, LLC | History | Added to | 23,658 | 1,136 | 0.12% | 0.11% | 536 | +1,154 | 5.13% | Q1 2026 | Apr 20, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 23,360 | 1,122 | 0.08% | 0.08% | 538 | +1,662 | 7.66% | Q1 2026 | Apr 17, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 23,326 | 1,120 | 0.15% | 0.13% | 539 | +219 | 0.95% | Q1 2026 | May 13, 2026 |
| Payne Capital LLC | History | Added to | 23,256 | 1,117 | 1.03% | 0.96% | 540 | +3,659 | 18.67% | Q1 2026 | Apr 20, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 22,876 | 1,099 | 0.48% | 0.43% | 541 | +1,486 | 6.95% | Q1 2026 | May 13, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 22,800 | 1,095 | 1.12% | 0.98% | 542 | +3,866 | 20.42% | Q1 2026 | May 12, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 22,742 | 1,092 | 0.68% | — | 544 | +22,742 | New | Q1 2026 | Apr 14, 2026 |
| Thrive Capital Management, LLC | History | Added to | 22,742 | 1,092 | 0.24% | 0.19% | 543 | +4,733 | 26.28% | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 22,629 | 1,087 | 0.06% | 0.19% | 545 | -65,116 | -74.21% | Q1 2026 | Apr 28, 2026 |
| Westfuller Advisors, LLC | History | Added to | 22,588 | 1,085 | 0.47% | 0.41% | 546 | +1,755 | 8.42% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 22,477 | 1,080 | 0.01% | 0.01% | 547 | -5,899 | -20.79% | Q1 2026 | May 11, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 22,283 | 1,070 | 0.91% | 0.67% | 549 | +5,980 | 36.68% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 22,284 | 1,070 | 0.04% | 0.04% | 548 | -4,380 | -16.43% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Reduced | 22,208 | 1,067 | 0.0% | 0.01% | 550 | -6,200 | -21.82% | Q1 2026 | May 14, 2026 |
| McCartney Wealth Management LLC | History | Added to | 22,219 | 1,067 | 0.9% | 0.89% | 551 | +830 | 3.88% | Q1 2026 | May 11, 2026 |
| DGS Capital Management, LLC | History | Added to | 22,183 | 1,065 | 0.17% | 0.14% | 552 | +5,822 | 35.58% | Q1 2026 | Apr 28, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 21,940 | 1,054 | 0.62% | 0.61% | 553 | -191 | -0.86% | Q1 2026 | Apr 16, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 21,880 | 1,051 | 0.21% | 0.28% | 554 | -5,982 | -21.47% | Q1 2026 | Apr 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,395 | 1,028 | 0.01% | 0.0% | 555 | +12,983 | 154.34% | Q1 2026 | May 08, 2026 |
| Equita Financial Network, Inc. | History | Added to | 21,369 | 1,026 | 0.32% | 0.28% | 556 | +2,264 | 11.85% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,300 | 1,023 | 0.0% | 0.0% | 557 | -309,971 | -93.57% | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 20,992 | 1,008 | 0.54% | 0.54% | 558 | +766 | 3.79% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 20,763 | 997 | 0.01% | 0.01% | 559 | +2,144 | 11.52% | Q1 2026 | Apr 13, 2026 |
| Arrowroot Family Office, LLC | History | New | 20,728 | 995 | 0.33% | — | 560 | +20,728 | New | Q1 2026 | May 15, 2026 |
| Merited Wealth, LLC | History | Reduced | 20,632 | 991 | 0.82% | 1.0% | 562 | -1,714 | -7.67% | Q1 2026 | Apr 24, 2026 |
| Southland Equity Partners LLC | History | Added to | 20,627 | 991 | 0.19% | 0.2% | 561 | +108 | 0.53% | Q1 2026 | Apr 14, 2026 |
| JMN Financial LLC | History | Added to | 20,479 | 984 | 0.97% | 0.77% | 563 | +4,565 | 28.69% | Q1 2026 | May 15, 2026 |
| MYECFO, LLC | History | Added to | 20,366 | 978 | 0.41% | 0.42% | 564 | +70 | 0.34% | Q1 2026 | Apr 07, 2026 |
| Vilga Financial Planning LLC | History | Added to | 20,086 | 965 | 0.86% | 0.74% | 565 | +4,084 | 25.52% | Q1 2026 | Jun 22, 2026 |
| Rossby Financial, LCC | History | Added to | 20,058 | 962 | 0.2% | 0.11% | 566 | +12,931 | 181.44% | Q1 2026 | May 11, 2026 |
| Bakala Capital LLC | History | Added to | 19,550 | 939 | 4.51% | 4.44% | 567 | +85 | 0.44% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 19,293 | 927 | 0.19% | 1.08% | 568 | -83,696 | -81.27% | Q1 2026 | May 13, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 19,263 | 925 | 0.13% | 0.14% | 569 | +168 | 0.88% | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 19,208 | 920 | 0.01% | 0.0% | 570 | +5,800 | 43.26% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 18,913 | 908 | 0.26% | 0.27% | 571 | +10 | 0.05% | Q1 2026 | Apr 30, 2026 |
| Venture Visionary Partners LLC | History | Added to | 18,862 | 906 | 0.03% | 0.03% | 572 | +1,382 | 7.91% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 18,756 | 900 | 0.0% | 0.0% | 573 | -52,998 | -73.86% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 18,601 | 893 | 0.11% | 0.03% | 574 | +12,860 | 224.0% | Q1 2026 | Apr 23, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 18,587 | 893 | 0.07% | 0.04% | 575 | +6,723 | 56.67% | Q1 2026 | Apr 06, 2026 |
| Facet Wealth, Inc. | History | Reduced | 18,397 | 883 | 0.02% | 0.02% | 576 | -9,596 | -34.28% | Q1 2026 | May 07, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 18,389 | 883 | 0.29% | 0.44% | 577 | +51 | 0.28% | Q1 2026 | Apr 20, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 18,316 | 880 | 0.07% | 0.05% | 578 | +690 | 3.91% | Q1 2026 | May 20, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 18,191 | 874 | 0.01% | 0.02% | 579 | -7,813 | -30.05% | Q1 2026 | May 12, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 17,739 | 872 | 0.58% | 0.31% | 580 | +7,430 | 72.07% | Q1 2026 | May 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 17,790 | 854 | 0.38% | 0.39% | 581 | +273 | 1.56% | Q1 2026 | May 27, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 17,740 | 852 | 0.08% | 0.09% | 582 | +2,420 | 15.8% | Q1 2026 | May 12, 2026 |
| Verde Capital Management | History | Added to | 17,702 | 850 | 0.18% | 0.17% | 583 | +745 | 4.39% | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 17,411 | 844 | 0.26% | 0.1% | 584 | +11,038 | 173.2% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 17,522 | 841 | 0.09% | 0.11% | 585 | -2,889 | -14.15% | Q1 2026 | May 12, 2026 |
| Compass Ion Advisors, LLC | History | No change | 17,488 | 840 | 0.08% | 0.08% | 586 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 17,455 | 839 | 0.03% | 0.04% | 587 | +204 | 1.18% | Q1 2026 | May 12, 2026 |
| TrueWealth Financial Partners | History | New | 17,378 | 835 | 0.33% | — | 588 | +17,378 | New | Q1 2026 | May 20, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 17,385 | 832 | 0.19% | 0.2% | 589 | +427 | 2.52% | Q1 2026 | May 08, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 16,855 | 809 | 0.24% | 0.22% | 590 | +234 | 1.41% | Q1 2026 | Jun 23, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 16,762 | 805 | 0.32% | 0.21% | 591 | +5,865 | 53.82% | Q1 2026 | Apr 22, 2026 |
| Econ Financial Services Corp | History | New | 16,663 | 800 | 0.37% | — | 593 | +16,663 | New | Q1 2026 | Apr 21, 2026 |
| Plancorp, LLC | History | Added to | 16,680 | 800 | 0.02% | 0.02% | 592 | +20 | 0.12% | Q1 2026 | Apr 14, 2026 |
| Avid Wealth Partners LLC | History | Added to | 16,589 | 797 | 0.38% | 0.37% | 594 | +825 | 5.23% | Q1 2026 | Apr 30, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 16,582 | 796 | 0.02% | 0.02% | 595 | +1,680 | 11.27% | Q1 2026 | May 01, 2026 |
| Straight Path Wealth Management | History | Added to | 16,491 | 792 | 0.21% | 0.21% | 596 | +71 | 0.43% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 16,446 | 787 | 0.11% | 0.12% | 597 | +1,148 | 7.5% | Q1 2026 | May 06, 2026 |
| Encompass More Asset Management | History | New | 16,272 | 781 | 0.13% | — | 598 | +16,272 | New | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 16,237 | 779 | 0.04% | 0.04% | 599 | -124 | -0.76% | Q1 2026 | May 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 16,145 | 775 | 0.11% | 0.1% | 600 | +137 | 0.86% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 16,096 | 773 | 0.04% | 0.05% | 601 | +8,002 | 98.86% | Q1 2026 | Apr 22, 2026 |
| Brucke Financial, Inc. | History | Reduced | 15,944 | 766 | 0.39% | 2.37% | 602 | -73,828 | -82.24% | Q1 2026 | Apr 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 15,865 | 762 | 0.05% | 0.05% | 603 | -2,367 | -12.98% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Added to | 15,839 | 761 | 0.02% | 0.02% | 604 | +2,126 | 15.5% | Q1 2026 | May 12, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | New | 15,808 | 759 | 0.29% | — | 605 | +15,808 | New | Q1 2026 | Apr 22, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 15,735 | 756 | 0.16% | — | 607 | +15,735 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,753 | 756 | 0.0% | 0.0% | 606 | +346 | 2.25% | Q1 2026 | May 14, 2026 |
| Provident Living Financial Services, Inc. | History | Reduced | 15,673 | 753 | 0.83% | 0.75% | 608 | -105 | -0.67% | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | Added to | 15,618 | 750 | 0.1% | 0.1% | 609 | +525 | 3.48% | Q1 2026 | May 12, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 15,581 | 748 | 0.21% | 0.21% | 610 | -863 | -5.25% | Q1 2026 | May 12, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 15,536 | 746 | 0.33% | 0.33% | 611 | +665 | 4.47% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 15,456 | 742 | 0.04% | 0.04% | 612 | +889 | 6.1% | Q1 2026 | Apr 20, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 15,441 | 741 | 0.42% | 0.44% | 613 | +649 | 4.39% | Q1 2026 | May 01, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 15,374 | 738 | 0.38% | 0.33% | 614 | -477 | -3.01% | Q1 2026 | Apr 21, 2026 |
| SOL Capital Management CO | History | New | 14,948 | 737 | 0.36% | — | 615 | +14,948 | New | Q1 2026 | Apr 24, 2026 |
| Bleakley Financial Group, LLC | History | New | 15,234 | 731 | 0.01% | — | 617 | +15,234 | New | Q1 2026 | May 04, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 15,216 | 731 | 0.05% | 0.05% | 616 | -190 | -1.23% | Q1 2026 | Apr 27, 2026 |
| Continuum Advisory, LLC | History | Reduced | 15,208 | 730 | 0.07% | 0.07% | 618 | -43 | -0.28% | Q1 2026 | Apr 22, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 15,165 | 728 | 0.11% | 0.08% | 619 | +3,308 | 27.9% | Q1 2026 | Apr 08, 2026 |
| TMB Capital Partners, LLC | History | Added to | 15,041 | 722 | 0.24% | 0.24% | 620 | +709 | 4.95% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 14,991 | 720 | 0.04% | 0.04% | 621 | +1,040 | 7.45% | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 14,950 | 718 | 0.05% | 0.04% | 622 | +1,141 | 8.26% | Q1 2026 | May 14, 2026 |
| 1ST SOURCE BANK | History | New | 14,850 | 713 | 0.04% | — | 623 | +14,850 | New | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 14,731 | 707 | 0.01% | 0.01% | 624 | +7,663 | 108.42% | Q1 2026 | Apr 14, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 14,715 | 707 | 0.38% | 0.51% | 625 | -4,800 | -24.6% | Q1 2026 | May 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 14,625 | 702 | 0.08% | 0.09% | 626 | +120 | 0.83% | Q1 2026 | Apr 22, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 14,506 | 695 | 0.66% | 1.51% | 627 | -9,670 | -40.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 14,472 | 694 | 0.05% | 0.05% | 628 | -163 | -1.11% | Q1 2026 | May 01, 2026 |
| Wealth Architects, LLC | History | New | 14,396 | 691 | 0.06% | — | 629 | +14,396 | New | Q1 2026 | May 15, 2026 |
| Darden Wealth Group Inc | History | Added to | 14,278 | 686 | 0.35% | 0.29% | 631 | +1,801 | 14.43% | Q1 2026 | May 08, 2026 |
| ROCKLAND TRUST CO | History | Added to | 14,279 | 686 | 0.03% | 0.03% | 630 | +209 | 1.49% | Q1 2026 | Apr 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 15,085 | 685 | 0.18% | 0.2% | 632 | -79 | -0.52% | Q1 2026 | May 06, 2026 |
| TOWLE & CO | History | New | 14,223 | 683 | 0.27% | — | 633 | +14,223 | New | Q1 2026 | May 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 14,181 | 681 | 0.14% | 0.16% | 634 | -1,398 | -8.97% | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 14,163 | 680 | 0.03% | 0.02% | 635 | +2,805 | 24.7% | Q1 2026 | Apr 13, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 14,131 | 678 | 0.51% | 0.5% | 636 | -60 | -0.42% | Q1 2026 | Apr 17, 2026 |
| CURIO WEALTH, LLC | History | Added to | 14,090 | 677 | 0.23% | 0.24% | 637 | +184 | 1.32% | Q1 2026 | May 11, 2026 |
| FSA Advisors, Inc. | History | Reduced | 13,962 | 670 | 0.44% | 0.6% | 638 | -132,251 | -90.45% | Q1 2026 | May 06, 2026 |
| Balefire, LLC | History | Added to | 13,936 | 669 | 0.13% | 0.12% | 639 | +899 | 6.9% | Q1 2026 | May 07, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 13,869 | 666 | 0.08% | 0.09% | 640 | -730 | -5.0% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 13,803 | 663 | 0.03% | 0.03% | 641 | -2,057 | -12.97% | Q1 2026 | May 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 13,716 | 659 | 0.24% | 0.26% | 642 | -148 | -1.07% | Q1 2026 | May 08, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 13,684 | 657 | 0.14% | 0.14% | 643 | +342 | 2.56% | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 13,629 | 654 | 0.41% | 0.27% | 644 | +1,077 | 8.58% | Q1 2026 | May 01, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 13,536 | 650 | 0.08% | 0.08% | 645 | -608 | -4.3% | Q1 2026 | Jun 23, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 13,360 | 641 | 0.53% | — | 646 | +13,360 | New | Q1 2026 | Apr 22, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 13,335 | 640 | 0.28% | 0.3% | 647 | -1,139 | -7.87% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Added to | 13,308 | 639 | 0.02% | 0.01% | 648 | +6,212 | 87.54% | Q1 2026 | May 06, 2026 |
| Essential Planning, LLC. | History | Reduced | 13,306 | 639 | 0.2% | 0.21% | 649 | -13 | -0.1% | Q1 2026 | Apr 22, 2026 |
| Synergy Asset Management, LLC | History | Added to | 13,224 | 635 | 0.07% | 0.05% | 650 | +3,985 | 43.13% | Q1 2026 | May 13, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 13,190 | 633 | 0.2% | 0.19% | 651 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 13,178 | 633 | 0.06% | 0.06% | 652 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hardworking Capital Advisors, LLC | History | Added to | 13,102 | 629 | 0.59% | 0.56% | 653 | +374 | 2.94% | Q1 2026 | May 08, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 12,990 | 624 | 0.12% | 0.12% | 654 | +1,444 | 12.51% | Q1 2026 | May 01, 2026 |
| Transcendent Capital Group LLC | History | Added to | 12,980 | 623 | 0.28% | 0.22% | 655 | +2,927 | 29.12% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 12,800 | 615 | 0.0% | 0.0% | 656 | +5,564 | 76.89% | Q1 2026 | Apr 15, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 12,774 | 613 | 0.06% | 0.07% | 657 | -827 | -6.08% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | New | 12,725 | 611 | 0.02% | — | 658 | +12,725 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 12,725 | 611 | 0.08% | — | 659 | +12,725 | New | Q1 2026 | Apr 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 12,712 | 610 | 0.01% | 0.01% | 660 | +629 | 5.21% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 12,616 | 606 | 0.07% | 0.08% | 661 | -315 | -2.44% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 12,585 | 604 | 0.08% | — | 664 | +12,585 | New | Q1 2026 | Apr 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 12,591 | 604 | 0.05% | 0.02% | 662 | +6,782 | 116.75% | Q1 2026 | Apr 22, 2026 |
| TFB Advisors LLC | History | Reduced | 12,577 | 604 | 0.32% | 0.26% | 663 | -6,475 | -33.99% | Q1 2026 | Apr 20, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 12,544 | 602 | 0.39% | 0.25% | 665 | +4,265 | 51.52% | Q1 2026 | Apr 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 12,345 | 596 | 0.03% | 0.03% | 666 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 12,397 | 595 | 0.09% | 0.1% | 667 | -563 | -4.34% | Q1 2026 | May 01, 2026 |
| J.M. Arbour, LLC | History | Added to | 12,305 | 591 | 0.57% | 0.55% | 668 | +808 | 7.03% | Q1 2026 | Apr 21, 2026 |
| Chicago Capital, LLC | History | No change | 12,295 | 590 | 0.02% | 0.01% | 669 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| City Center Advisors, LLC | History | Added to | 12,277 | 589 | 0.54% | 0.51% | 670 | +841 | 7.35% | Q1 2026 | Apr 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 12,253 | 588 | 0.15% | 0.13% | 671 | +2,000 | 19.51% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,196 | 586 | 0.01% | 0.01% | 672 | -347 | -2.77% | Q1 2026 | Apr 23, 2026 |
| VERITY Wealth Advisors | History | Added to | 12,147 | 583 | 0.39% | 0.18% | 673 | +6,016 | 98.12% | Q1 2026 | Apr 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 12,131 | 582 | 0.07% | 0.07% | 674 | +1,537 | 14.51% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | No change | 11,955 | 574 | 0.24% | 0.24% | 675 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Added to | 11,916 | 572 | 0.14% | 0.05% | 676 | +7,560 | 173.55% | Q1 2026 | Apr 21, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 11,920 | 572 | 0.08% | 0.1% | 677 | -1,443 | -10.8% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 11,795 | 567 | 0.03% | 0.03% | 678 | +344 | 3.0% | Q1 2026 | May 18, 2026 |
| Mendel Capital Management LLC | History | New | 11,714 | 562 | 0.28% | — | 679 | +11,714 | New | Q1 2026 | Apr 21, 2026 |
| REAP Financial Group, LLC | History | Added to | 11,566 | 555 | 0.11% | 0.1% | 680 | +1,101 | 10.52% | Q1 2026 | May 11, 2026 |
| Maia Wealth LLC | History | Added to | 11,470 | 551 | 0.09% | 0.04% | 681 | +6,322 | 122.8% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 11,428 | 549 | 0.03% | 0.03% | 682 | +1,493 | 15.03% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,259 | 541 | 0.0% | 0.0% | 683 | +543 | 5.07% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 11,252 | 540 | 0.03% | 0.03% | 684 | -436 | -3.73% | Q1 2026 | Apr 30, 2026 |
| Ramiah Investment Group | History | Reduced | 11,207 | 538 | 0.54% | 0.54% | 685 | -282 | -2.45% | Q1 2026 | Apr 21, 2026 |
| Composition Wealth, LLC | History | New | 11,131 | 534 | 0.01% | — | 686 | +11,131 | New | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | New | 11,054 | 531 | 0.0% | — | 689 | +11,054 | New | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 11,067 | 531 | 0.01% | 0.01% | 687 | +4,579 | 70.58% | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 11,059 | 531 | 0.07% | 0.07% | 688 | +1,012 | 10.07% | Q1 2026 | May 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 10,943 | 525 | 0.04% | 0.03% | 690 | +4,307 | 64.9% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,932 | 525 | 0.02% | 0.02% | 691 | +2,771 | 33.95% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Added to | 10,905 | 524 | 0.0% | 0.0% | 692 | +653 | 6.37% | Q1 2026 | May 13, 2026 |
| Everest Management Corp. | History | Reduced | 10,882 | 522 | 0.26% | 0.3% | 693 | -357 | -3.18% | Q1 2026 | May 06, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 10,830 | 520 | 0.01% | 0.02% | 694 | -38 | -0.35% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,782 | 518 | 0.01% | 0.01% | 695 | -40 | -0.37% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 10,749 | 516 | 0.15% | 0.06% | 696 | +6,244 | 138.6% | Q1 2026 | Apr 16, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 10,717 | 514 | 0.01% | 0.0% | 697 | +6,387 | 147.51% | Q1 2026 | Apr 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 10,540 | 506 | 0.15% | 0.15% | 698 | +1,092 | 11.56% | Q1 2026 | May 05, 2026 |
| Refined Wealth Management | History | Reduced | 10,476 | 503 | 0.32% | 10.18% | 699 | -302,559 | -96.65% | Q1 2026 | Apr 21, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 10,478 | 503 | 0.09% | 0.09% | 700 | -315 | -2.92% | Q1 2026 | Apr 23, 2026 |
| Xena Financial Planning, LLC | History | Reduced | 10,427 | 501 | 0.57% | 0.62% | 701 | -594 | -5.39% | Q1 2026 | Apr 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 10,426 | 500 | 0.11% | 0.15% | 702 | -4,172 | -28.58% | Q1 2026 | May 05, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 10,359 | 497 | 0.26% | 0.21% | 703 | +1,754 | 20.38% | Q1 2026 | May 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 10,364 | 497 | 0.21% | 0.2% | 705 | +418 | 4.2% | Q1 2026 | Apr 20, 2026 |
| Vantage Financial Partners, LLC | History | No change | 10,305 | 497 | 0.1% | 0.1% | 704 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 10,299 | 494 | 0.05% | 0.05% | 706 | -102 | -0.98% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,152 | 490 | 0.04% | 0.04% | 707 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SPINNAKER TRUST | History | Reduced | 10,146 | 487 | 0.03% | 0.03% | 708 | -481 | -4.53% | Q1 2026 | Apr 23, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 10,074 | 484 | 0.03% | 0.04% | 710 | -458 | -4.35% | Q1 2026 | Apr 29, 2026 |
| Coastline Trust Co | History | No change | 10,081 | 484 | 0.05% | 0.05% | 709 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Accretive Wealth Partners, LLC | History | New | 10,010 | 480 | 0.13% | — | 712 | +10,010 | New | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 9,995 | 480 | 0.01% | 0.01% | 711 | -2,005 | -16.71% | Q1 2026 | May 01, 2026 |
| Headlands Technologies LLC | History | Added to | 9,972 | 479 | 0.05% | 0.02% | 713 | +5,392 | 117.73% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | Added to | 9,923 | 476 | 0.04% | 0.0% | 714 | +9,773 | 6515.33% | Q1 2026 | Apr 22, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 9,895 | 475 | 0.09% | 0.11% | 715 | -1,276 | -11.42% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 9,835 | 472 | 0.1% | 0.11% | 716 | -435 | -4.24% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 9,819 | 471 | 0.0% | 0.0% | 717 | -4,657 | -32.17% | Q1 2026 | May 15, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 9,773 | 469 | 0.49% | 0.36% | 719 | +2,549 | 35.29% | Q1 2026 | Apr 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,778 | 469 | 0.02% | 0.02% | 718 | +968 | 10.99% | Q1 2026 | May 14, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 9,759 | 468 | 0.02% | 0.02% | 720 | +314 | 3.32% | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 9,736 | 467 | 0.06% | 0.07% | 721 | -790 | -7.51% | Q1 2026 | Apr 21, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 9,735 | 467 | 0.08% | 0.08% | 722 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 9,714 | 466 | 0.01% | 0.01% | 723 | -38 | -0.39% | Q1 2026 | Apr 29, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 9,671 | 464 | 0.05% | 0.05% | 724 | -166 | -1.69% | Q1 2026 | Apr 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 9,522 | 457 | 0.14% | 0.09% | 727 | +3,655 | 62.3% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,527 | 457 | 0.02% | 0.02% | 725 | -1,367 | -12.55% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 9,521 | 457 | 0.03% | 0.03% | 726 | +3 | 0.03% | Q1 2026 | May 04, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 9,471 | 455 | 0.41% | 0.42% | 728 | -712 | -6.99% | Q1 2026 | Apr 16, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 9,466 | 454 | 0.24% | 0.25% | 729 | -6 | -0.06% | Q1 2026 | Apr 24, 2026 |
| Simmons Bank | History | Added to | 9,444 | 453 | 0.03% | 0.02% | 730 | +1,885 | 24.94% | Q1 2026 | Apr 23, 2026 |
| Diesslin Group, Inc. | History | Reduced | 9,431 | 453 | 0.2% | 0.18% | 731 | -17 | -0.18% | Q1 2026 | Apr 21, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 9,351 | 449 | 0.1% | 0.11% | 732 | -982 | -9.5% | Q1 2026 | Apr 03, 2026 |
| Lynx Investment Advisory | History | Added to | 9,290 | 446 | 0.21% | 0.24% | 733 | +337 | 3.76% | Q1 2026 | Apr 24, 2026 |
| WealthTrak Capital Management LLC | History | New | 9,247 | 444 | 0.32% | — | 734 | +9,247 | New | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,218 | 442 | 0.03% | 0.01% | 735 | +4,410 | 91.72% | Q1 2026 | Apr 30, 2026 |
| WESBANCO BANK INC | History | Reduced | 9,153 | 439 | 0.01% | 0.01% | 736 | -1,331 | -12.7% | Q1 2026 | Apr 21, 2026 |
| Courage Miller Partners, LLC | History | No change | 9,129 | 438 | 0.12% | 0.13% | 737 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 9,060 | 435 | 0.03% | 0.03% | 738 | -18 | -0.2% | Q1 2026 | Apr 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 8,961 | 430 | 0.01% | 0.01% | 739 | -883 | -8.97% | Q1 2026 | Apr 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 8,920 | 428 | 0.05% | 0.07% | 742 | -4,847 | -35.21% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,916 | 428 | 0.03% | 0.02% | 740 | +1,463 | 19.63% | Q1 2026 | Apr 20, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,908 | 428 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 8,900 | 427 | 0.0% | 0.0% | 743 | -9,423 | -51.43% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 8,901 | 427 | 0.0% | — | 745 | +8,901 | New | Q1 2026 | May 01, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 8,897 | 427 | 0.07% | 0.07% | 744 | -875 | -8.95% | Q1 2026 | Apr 29, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 8,851 | 425 | 0.22% | 0.12% | 746 | +4,082 | 85.59% | Q1 2026 | May 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 8,841 | 424 | 0.17% | 0.3% | 747 | -6,460 | -42.22% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 8,836 | 424 | 0.01% | 0.01% | 748 | +1,032 | 13.22% | Q1 2026 | May 11, 2026 |
| LAM GROUP, INC. | History | Reduced | 8,735 | 419 | 0.23% | 0.29% | 749 | -1,910 | -17.94% | Q1 2026 | Apr 22, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 8,701 | 418 | 0.13% | 0.16% | 750 | -2,302 | -20.92% | Q1 2026 | Apr 20, 2026 |
| Talon Private Wealth, LLC | History | New | 8,672 | 416 | 0.06% | — | 751 | +8,672 | New | Q1 2026 | May 15, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 8,653 | 415 | 0.03% | — | 752 | +8,653 | New | Q1 2026 | May 07, 2026 |
| Independent Wealth Network Inc. | History | Added to | 8,612 | 413 | 0.12% | 0.09% | 754 | +2,370 | 37.97% | Q1 2026 | Apr 20, 2026 |
| Rede Wealth, LLC | History | Added to | 8,607 | 413 | 0.15% | 0.13% | 753 | +790 | 10.11% | Q1 2026 | Apr 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 8,552 | 410 | 0.0% | 0.0% | 755 | +811 | 10.48% | Q1 2026 | May 15, 2026 |
| Tenon Financial LLC | History | New | 8,498 | 408 | 0.16% | — | 758 | +8,498 | New | Q1 2026 | Apr 21, 2026 |
| HBK Sorce Advisory LLC | History | New | 8,487 | 408 | 0.01% | — | 757 | +8,487 | New | Q1 2026 | May 11, 2026 |
| CAP Partners, LLC | History | Added to | 8,499 | 408 | 0.23% | 0.21% | 756 | +649 | 8.27% | Q1 2026 | Apr 28, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 8,440 | 405 | 0.14% | 0.13% | 759 | +1,093 | 14.88% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 8,449 | 405 | 0.11% | 0.1% | 760 | +337 | 4.15% | Q1 2026 | Apr 23, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 8,422 | 404 | 0.05% | — | 761 | +8,422 | New | Q1 2026 | Apr 27, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 8,357 | 402 | 0.33% | 0.33% | 762 | +277 | 3.43% | Q1 2026 | Apr 30, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 8,352 | 401 | 0.16% | 0.16% | 763 | +25 | 0.3% | Q1 2026 | May 07, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 8,309 | 399 | 0.32% | 0.31% | 764 | +262 | 3.26% | Q1 2026 | Apr 13, 2026 |
| Oceanside Advisors LLC | History | Reduced | 8,276 | 397 | 0.23% | 0.24% | 766 | -24 | -0.29% | Q1 2026 | Apr 28, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 8,270 | 397 | 0.12% | 0.13% | 765 | -20 | -0.24% | Q1 2026 | May 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 8,243 | 396 | 0.01% | 0.02% | 767 | -3,805 | -31.58% | Q1 2026 | May 13, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 8,234 | 395 | 0.23% | 0.22% | 768 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Elk River Wealth Management LLC | History | No change | 8,182 | 393 | 0.07% | 0.06% | 769 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 8,128 | 390 | 0.15% | 0.16% | 770 | -224 | -2.68% | Q1 2026 | May 01, 2026 |
| BAYBAN | History | No change | 8,128 | 390 | 0.34% | 0.35% | 771 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 8,102 | 389 | 0.13% | 0.13% | 773 | +740 | 10.05% | Q1 2026 | Apr 28, 2026 |
| American Financial Advisors, LLC | History | Reduced | 8,096 | 389 | 0.05% | 0.05% | 772 | -217 | -2.61% | Q1 2026 | May 13, 2026 |
| Vantage Point Financial LLC | History | Added to | 8,058 | 387 | 0.14% | 0.09% | 774 | +2,640 | 48.73% | Q1 2026 | May 01, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 7,942 | 381 | 0.13% | 0.13% | 775 | +118 | 1.51% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,909 | 380 | 0.01% | 0.01% | 776 | -1,377 | -14.83% | Q1 2026 | May 14, 2026 |
| CITY HOLDING CO | History | New | 7,855 | 377 | 0.05% | — | 778 | +7,855 | New | Q1 2026 | Apr 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,861 | 377 | 0.01% | 0.01% | 777 | -5,286 | -40.21% | Q1 2026 | May 14, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 7,770 | 372 | 0.06% | 0.06% | 779 | +781 | 11.17% | Q1 2026 | Apr 20, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 7,745 | 372 | 0.08% | 0.08% | 780 | +772 | 11.07% | Q1 2026 | Apr 27, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 7,735 | 371 | 0.28% | 0.28% | 782 | -27 | -0.35% | Q1 2026 | Apr 24, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 7,724 | 371 | 0.02% | 0.02% | 781 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Texas Yale Capital Corp. | History | Added to | 7,650 | 367 | 0.01% | 0.01% | 783 | +1,550 | 25.41% | Q1 2026 | May 04, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,593 | 364 | 0.02% | 0.02% | 784 | +1,902 | 33.42% | Q1 2026 | Apr 24, 2026 |
| LexAurum Advisors, LLC | History | New | 7,563 | 363 | 0.05% | — | 787 | +7,563 | New | Q1 2026 | Apr 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 7,565 | 363 | 0.14% | 0.13% | 785 | +783 | 11.55% | Q1 2026 | Apr 21, 2026 |
| Oak Harvest Investment Services | History | Added to | 7,563 | 363 | 0.04% | 0.04% | 786 | +81 | 1.08% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 7,462 | 358 | 0.02% | — | 788 | +7,462 | New | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | Reduced | 7,318 | 351 | 0.07% | 0.12% | 789 | -3,851 | -34.48% | Q1 2026 | May 04, 2026 |
| Verum Partners LLC | History | Added to | 7,307 | 351 | 0.07% | 0.04% | 791 | +3,105 | 73.89% | Q1 2026 | Apr 15, 2026 |
| Applied Capital LLC | History | Reduced | 7,318 | 351 | 0.13% | 0.16% | 790 | -1,489 | -16.91% | Q1 2026 | Apr 22, 2026 |
| Proactive Wealth Strategies LLC | History | New | 7,272 | 349 | 0.07% | — | 793 | +7,272 | New | Q1 2026 | Apr 29, 2026 |
| Stone House Investment Management, LLC | History | Added to | 7,273 | 349 | 0.06% | 0.03% | 792 | +3,196 | 78.39% | Q1 2026 | Apr 22, 2026 |
| Centennial Advisors, LLC | History | New | 7,256 | 348 | 0.44% | — | 796 | +7,256 | New | Q1 2026 | Apr 21, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 7,260 | 348 | 0.2% | 0.19% | 794 | +513 | 7.6% | Q1 2026 | May 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 7,246 | 348 | 0.09% | 0.1% | 795 | -469 | -6.08% | Q1 2026 | Apr 09, 2026 |
| Kelly Financial Services LLC | History | Reduced | 7,227 | 347 | 0.08% | 0.09% | 798 | -36 | -0.5% | Q1 2026 | Apr 13, 2026 |
| LIBRA WEALTH LLC | History | No change | 7,236 | 347 | 0.1% | 0.1% | 797 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | New | 7,211 | 346 | 0.0% | — | 800 | +7,211 | New | Q1 2026 | May 11, 2026 |
| PACK Private Wealth, LLC | History | No change | 7,217 | 346 | 0.16% | 0.16% | 799 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 7,200 | 345 | 0.01% | 0.01% | 801 | -236 | -3.17% | Q1 2026 | Apr 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 7,187 | 345 | 0.04% | 0.04% | 803 | +152 | 2.16% | Q1 2026 | Apr 23, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 7,200 | 345 | 0.05% | 0.05% | 802 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 7,150 | 343 | 0.18% | — | 806 | +7,150 | New | Q1 2026 | May 05, 2026 |
| FWG Investments, LLC. | History | Added to | 7,145 | 343 | 0.22% | 0.16% | 805 | +1,874 | 35.55% | Q1 2026 | Apr 21, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 7,141 | 343 | 0.11% | 0.1% | 804 | +1,086 | 17.94% | Q1 2026 | May 04, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 7,130 | 342 | 0.04% | 0.06% | 807 | -4,678 | -39.62% | Q1 2026 | Apr 23, 2026 |
| Patten Group, Inc. | History | Added to | 7,074 | 339 | 0.06% | 0.05% | 808 | +1,172 | 19.86% | Q1 2026 | Apr 24, 2026 |
| Keystone Financial Group | History | Added to | 7,052 | 338 | 0.02% | 0.02% | 809 | +1,008 | 16.68% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 7,026 | 337 | 0.02% | 0.02% | 811 | -1,043 | -12.93% | Q1 2026 | May 11, 2026 |
| American Investment Services, Inc. | History | Reduced | 7,020 | 337 | 0.08% | 0.09% | 810 | -659 | -8.58% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 7,002 | 336 | 0.03% | 0.03% | 813 | -46 | -0.65% | Q1 2026 | May 01, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 7,000 | 336 | 0.1% | 0.1% | 812 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Berger Financial Group, Inc | History | Reduced | 6,975 | 335 | 0.02% | 0.02% | 815 | -149 | -2.09% | Q1 2026 | Apr 28, 2026 |
| Northwest Capital Management Inc | History | No change | 6,952 | 335 | 1.45% | 1.45% | 814 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FLP Wealth Management, LLC | History | New | 6,950 | 333 | 0.69% | — | 818 | +6,950 | New | Q1 2026 | Apr 28, 2026 |
| Cardinal Point Capital Management ULC | History | New | 6,946 | 333 | 0.02% | — | 817 | +6,946 | New | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,932 | 333 | 0.01% | 0.01% | 816 | -1,190 | -14.65% | Q1 2026 | May 11, 2026 |
| Innova Wealth Partners | History | No change | 6,920 | 332 | 0.16% | 0.17% | 819 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 6,891 | 331 | 0.09% | 0.08% | 820 | +1,250 | 22.16% | Q1 2026 | Apr 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 6,869 | 330 | 0.11% | 0.12% | 821 | -200 | -2.83% | Q1 2026 | Apr 14, 2026 |
| CRA Financial Services, LLC | History | New | 6,822 | 327 | 0.04% | — | 824 | +6,822 | New | Q1 2026 | Apr 09, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 6,818 | 327 | 0.01% | 0.01% | 822 | -221 | -3.14% | Q1 2026 | May 13, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 6,806 | 327 | 0.31% | 0.31% | 823 | +119 | 1.78% | Q1 2026 | May 07, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 6,774 | 325 | 0.04% | 0.03% | 825 | +1,287 | 23.46% | Q1 2026 | Apr 17, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 6,753 | 324 | 0.06% | 0.06% | 826 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Management | History | Added to | 6,662 | 320 | 0.37% | 0.3% | 827 | +1,129 | 20.4% | Q1 2026 | Apr 22, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 6,584 | 316 | 0.01% | 0.0% | 829 | +2,393 | 57.1% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,593 | 316 | 0.0% | 0.0% | 828 | +10 | 0.15% | Q1 2026 | May 06, 2026 |
| Carroll Advisory Group, LLC | History | No change | 6,577 | 316 | 0.12% | 0.14% | 830 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 6,537 | 314 | 0.0% | 0.01% | 831 | -41 | -0.62% | Q1 2026 | May 12, 2026 |
| Charles Schwab Trust Co | History | Reduced | 6,510 | 312 | 0.02% | 0.02% | 832 | -426 | -6.14% | Q1 2026 | Apr 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,483 | 311 | 0.01% | 0.01% | 833 | +420 | 6.93% | Q1 2026 | Apr 24, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 6,468 | 310 | 0.01% | 0.01% | 834 | -2,373 | -26.84% | Q1 2026 | May 08, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 6,466 | 310 | 0.3% | 0.2% | 835 | +69 | 1.08% | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 6,434 | 309 | 0.02% | 0.02% | 836 | -746 | -10.39% | Q1 2026 | Apr 08, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 6,440 | 309 | 0.13% | 0.14% | 837 | +388 | 6.41% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 6,421 | 308 | 0.09% | 0.09% | 838 | +83 | 1.31% | Q1 2026 | Apr 22, 2026 |
| Verity Asset Management, Inc. | History | Added to | 6,385 | 306 | 0.13% | 0.12% | 839 | +838 | 15.11% | Q1 2026 | Apr 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 6,350 | 305 | 0.0% | — | 841 | +6,350 | New | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,318 | 305 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BluePrint Investing LLC | History | Added to | 6,330 | 304 | 0.24% | 0.23% | 842 | +406 | 6.85% | Q1 2026 | Apr 22, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 6,322 | 303 | 0.02% | 0.03% | 843 | -1,498 | -19.16% | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 6,289 | 302 | 0.0% | 0.0% | 845 | +1,968 | 45.55% | Q1 2026 | May 11, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 6,305 | 302 | 0.1% | 0.1% | 844 | +19 | 0.3% | Q1 2026 | Apr 15, 2026 |
| Family CFO Inc | History | Reduced | 6,268 | 301 | 0.13% | 0.18% | 846 | -2,125 | -25.32% | Q1 2026 | Apr 28, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 6,250 | 300 | 0.2% | 0.21% | 847 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 6,189 | 297 | 0.22% | 0.2% | 848 | +752 | 13.83% | Q1 2026 | Apr 20, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,173 | 296 | 0.0% | — | 849 | +6,173 | New | Q1 2026 | May 12, 2026 |
| Impact Capital Partners LLC | History | New | 6,132 | 294 | 0.09% | — | 850 | +6,132 | New | Q1 2026 | Apr 10, 2026 |
| Aspect Partners, LLC | History | Added to | 6,114 | 293 | 0.12% | 0.13% | 851 | +29 | 0.48% | Q1 2026 | Apr 02, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 6,091 | 292 | 0.36% | 0.37% | 852 | -331 | -5.15% | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 6,056 | 291 | 0.14% | 0.14% | 853 | +8 | 0.13% | Q1 2026 | Apr 08, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 6,025 | 289 | 0.18% | — | 856 | +6,025 | New | Q1 2026 | Apr 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 6,027 | 289 | 0.0% | 0.01% | 854 | -5,671 | -48.48% | Q1 2026 | May 05, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 6,022 | 289 | 0.14% | 0.13% | 855 | -121 | -1.97% | Q1 2026 | May 08, 2026 |
| Bravera Wealth | History | New | 6,002 | 288 | 0.13% | — | 858 | +6,002 | New | Q1 2026 | Apr 22, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 5,999 | 288 | 0.09% | — | 857 | +5,999 | New | Q1 2026 | May 13, 2026 |
| Strait & Sound Wealth Management LLC | History | New | 5,988 | 287 | 0.11% | — | 859 | +5,988 | New | Q1 2026 | May 18, 2026 |
| Capital Management Associates, Inc | History | No change | 5,962 | 286 | 0.06% | 0.06% | 860 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 5,922 | 284 | 0.09% | 0.08% | 862 | +347 | 6.22% | Q1 2026 | May 15, 2026 |
| Canal Capital Management, LLC | History | Added to | 5,917 | 284 | 0.04% | 0.04% | 861 | +26 | 0.44% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,903 | 283 | 0.01% | 0.01% | 863 | +1,622 | 37.89% | Q1 2026 | Apr 15, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Reduced | 5,870 | 282 | 0.26% | 0.29% | 864 | -800 | -11.99% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 5,842 | 280 | 0.0% | — | 866 | +5,842 | New | Q1 2026 | May 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 5,842 | 280 | 0.12% | 0.12% | 865 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 5,822 | 279 | 0.29% | — | 868 | +5,822 | New | Q1 2026 | May 13, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 5,826 | 279 | 0.08% | 0.06% | 867 | +1,262 | 27.65% | Q1 2026 | Apr 16, 2026 |
| Park Edge Advisors, LLC | History | New | 5,789 | 278 | 0.06% | — | 870 | +5,789 | New | Q1 2026 | Apr 20, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 5,800 | 278 | 0.04% | 0.05% | 869 | +72 | 1.26% | Q1 2026 | Apr 17, 2026 |
| Gordian Advisors LLC | History | New | 5,773 | 277 | 0.18% | — | 872 | +5,773 | New | Q1 2026 | Apr 27, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 5,777 | 277 | 0.06% | 0.08% | 871 | +61 | 1.07% | Q1 2026 | Apr 22, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 5,755 | 276 | 0.14% | 0.12% | 873 | -622 | -9.75% | Q1 2026 | Jun 01, 2026 |
| Cannell & Spears LLC | History | New | 5,719 | 274 | 0.01% | — | 874 | +5,719 | New | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 5,695 | 273 | 0.22% | 0.17% | 875 | +47 | 0.83% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | New | 5,644 | 271 | 0.0% | — | 876 | +5,644 | New | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 5,617 | 269 | 0.04% | 0.04% | 877 | -51 | -0.9% | Q1 2026 | Apr 22, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 5,562 | 267 | 0.13% | 0.13% | 878 | +403 | 7.81% | Q1 2026 | Apr 22, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 5,511 | 266 | 0.26% | 0.26% | 879 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 5,483 | 263 | 0.01% | 0.01% | 880 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | New | 5,445 | 261 | 0.0% | — | 881 | +5,445 | New | Q1 2026 | May 01, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 5,394 | 259 | 0.1% | 0.22% | 883 | -5,993 | -52.63% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,397 | 259 | 0.0% | — | 884 | +5,397 | New | Q1 2026 | May 14, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 5,421 | 259 | 0.02% | 0.02% | 882 | +53 | 0.99% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 5,386 | 258 | 0.03% | 0.14% | 885 | -14,965 | -73.53% | Q1 2026 | May 15, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | New | 5,372 | 258 | 0.06% | — | 886 | +5,372 | New | Q1 2026 | May 11, 2026 |
| Curi Capital, LLC | History | Added to | 5,353 | 257 | 0.0% | 0.0% | 887 | +243 | 4.76% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,368 | 257 | 0.02% | 0.02% | 888 | +105 | 2.0% | Q1 2026 | May 05, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 5,330 | 256 | 0.04% | — | 892 | +5,330 | New | Q1 2026 | May 07, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 5,339 | 256 | 0.22% | 0.23% | 891 | -92 | -1.69% | Q1 2026 | May 11, 2026 |
| Providence First Trust Co | History | Added to | 5,344 | 256 | 0.09% | 0.09% | 889 | +14 | 0.26% | Q1 2026 | May 04, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,341 | 256 | 0.04% | 0.04% | 890 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 5,310 | 255 | 0.01% | 0.02% | 893 | +165 | 3.21% | Q1 2026 | Apr 23, 2026 |
| Ascentis Independent Advisors | History | New | 5,296 | 254 | 0.02% | — | 894 | +5,296 | New | Q1 2026 | Apr 28, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 5,265 | 252 | 0.04% | 0.05% | 895 | -826 | -13.56% | Q1 2026 | Apr 07, 2026 |
| ORG Partners LLC | History | No change | 5,232 | 252 | 0.04% | 0.04% | 896 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 5,241 | 251 | 0.04% | 0.03% | 897 | +425 | 8.82% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,233 | 251 | 0.01% | 0.01% | 898 | -120 | -2.24% | Q1 2026 | May 15, 2026 |
| Pacific Asset Management, LLC | History | Added to | 5,224 | 251 | 0.14% | 0.15% | 899 | +23 | 0.44% | Q1 2026 | May 01, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 5,217 | 250 | 0.05% | 0.05% | 900 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | New | 5,165 | 248 | 0.18% | — | 903 | +5,165 | New | Q1 2026 | Apr 24, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 5,178 | 248 | 0.07% | 0.1% | 901 | -2,276 | -30.53% | Q1 2026 | Apr 22, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 5,182 | 248 | 0.07% | 0.06% | 902 | +904 | 21.13% | Q1 2026 | Apr 24, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 5,130 | 246 | 0.04% | — | 904 | +5,130 | New | Q1 2026 | May 06, 2026 |
| Five Oceans Advisors | History | Added to | 5,117 | 245 | 0.09% | 0.08% | 906 | +177 | 3.58% | Q1 2026 | Apr 07, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 5,088 | 245 | 0.03% | 0.03% | 905 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 5,071 | 243 | 0.1% | 0.1% | 907 | -192 | -3.65% | Q1 2026 | May 07, 2026 |
| WPG Advisers, LLC | History | Reduced | 5,026 | 241 | 0.18% | 0.19% | 908 | -165 | -3.18% | Q1 2026 | Apr 29, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 5,006 | 240 | 0.05% | — | 909 | +5,006 | New | Q1 2026 | May 01, 2026 |
| HUB Investment Partners, LLC | History | New | 4,986 | 239 | 0.01% | — | 910 | +4,986 | New | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | New | 4,887 | 235 | 0.01% | — | 911 | +4,887 | New | Q1 2026 | May 04, 2026 |
| Rock Point Advisors, LLC | History | No change | 4,850 | 233 | 0.06% | 0.06% | 912 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | New | 4,839 | 232 | 0.02% | — | 913 | +4,839 | New | Q1 2026 | May 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 4,825 | 231 | 0.06% | — | 915 | +4,825 | New | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 4,817 | 231 | 0.03% | 0.04% | 914 | -1,104 | -18.65% | Q1 2026 | May 13, 2026 |
| Latitude Advisors, LLC | History | New | 4,807 | 230 | 0.11% | — | 919 | +4,807 | New | Q1 2026 | Apr 27, 2026 |
| Glenview Trust Co | History | New | 4,805 | 230 | 0.0% | — | 918 | +4,805 | New | Q1 2026 | May 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 4,806 | 230 | 0.03% | 0.02% | 916 | +518 | 12.08% | Q1 2026 | Apr 15, 2026 |
| CVA Family Office, LLC | History | Added to | 4,806 | 230 | 0.02% | 0.03% | 917 | +6 | 0.13% | Q1 2026 | Apr 29, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 4,786 | 229 | 0.05% | 0.05% | 920 | -1 | -0.02% | Q1 2026 | May 05, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 4,766 | 229 | 0.05% | 0.05% | 921 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Claris Financial LLC | History | Reduced | 4,750 | 228 | 0.12% | 0.13% | 923 | -221 | -4.45% | Q1 2026 | May 18, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 4,750 | 228 | 0.03% | 0.03% | 922 | +211 | 4.65% | Q1 2026 | May 05, 2026 |
| One Degree Advisors Inc | History | Added to | 4,744 | 227 | 0.06% | 0.06% | 925 | +468 | 10.94% | Q1 2026 | May 01, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 4,731 | 227 | 0.05% | 0.05% | 924 | +21 | 0.45% | Q1 2026 | Apr 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 4,717 | 226 | 0.11% | 1.13% | 928 | -35,100 | -88.15% | Q1 2026 | May 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 4,718 | 226 | 0.08% | — | 931 | +4,718 | New | Q1 2026 | Apr 27, 2026 |
| Hamilton Capital, LLC | History | New | 4,710 | 226 | 0.01% | — | 930 | +4,710 | New | Q1 2026 | May 15, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 4,720 | 226 | 0.08% | 0.07% | 929 | +414 | 9.61% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,720 | 226 | 0.01% | 0.01% | 927 | -245 | -4.93% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,700 | 226 | 0.0% | 0.0% | 926 | -147 | -3.03% | Q1 2026 | Apr 14, 2026 |
| Hamrick Investment Counsel, llc | History | New | 4,700 | 225 | 0.12% | — | 933 | +4,700 | New | Q1 2026 | May 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 4,688 | 225 | 0.02% | 0.01% | 932 | +270 | 6.11% | Q1 2026 | May 21, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 4,675 | 224 | 0.08% | 0.06% | 934 | +656 | 16.32% | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | Reduced | 4,644 | 223 | 0.03% | 0.07% | 935 | -7,835 | -62.79% | Q1 2026 | Apr 23, 2026 |
| Alteri Wealth LLC | History | Reduced | 4,639 | 222 | 0.07% | 0.48% | 938 | -25,789 | -84.75% | Q1 2026 | May 06, 2026 |
| HEADINVEST, LLC | History | New | 4,631 | 222 | 0.05% | — | 939 | +4,631 | New | Q1 2026 | May 15, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 4,633 | 222 | 0.06% | 0.06% | 937 | +313 | 7.25% | Q1 2026 | Apr 30, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 4,624 | 222 | 0.03% | 0.03% | 936 | +18 | 0.39% | Q1 2026 | May 08, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 4,560 | 219 | 0.22% | 0.22% | 940 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NDVR, Inc. | History | No change | 4,504 | 217 | 0.18% | 0.18% | 941 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,507 | 216 | 0.0% | 0.0% | 943 | +274 | 6.47% | Q1 2026 | Apr 22, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 4,508 | 216 | 0.07% | 0.08% | 942 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Signet Private Wealth LLC | History | Reduced | 4,487 | 215 | 0.21% | 0.32% | 944 | -2,388 | -34.73% | Q1 2026 | Apr 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 4,455 | 214 | 0.01% | 0.01% | 945 | -144 | -3.13% | Q1 2026 | Jun 08, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 4,451 | 213 | 0.09% | 0.12% | 947 | -1,651 | -27.06% | Q1 2026 | May 06, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 4,434 | 213 | 0.17% | 0.19% | 948 | -165 | -3.59% | Q1 2026 | May 15, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 4,440 | 213 | 0.02% | 0.02% | 946 | +151 | 3.52% | Q1 2026 | Apr 13, 2026 |
| Capital Planning LLC | History | Reduced | 4,412 | 211 | 0.07% | 0.07% | 949 | -984 | -18.24% | Q1 2026 | Apr 29, 2026 |
| Second Line Capital, LLC | History | No change | 4,410 | 211 | 0.04% | 0.04% | 950 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 4,347 | 208 | 0.22% | 0.11% | 951 | +2,026 | 87.29% | Q1 2026 | Apr 16, 2026 |
| Yoffe Investment Management, LLC | History | No change | 4,328 | 207 | 0.27% | 0.27% | 952 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Peak Retirement Planning, Inc. | History | New | 4,307 | 206 | 0.04% | — | 954 | +4,307 | New | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | No change | 4,304 | 206 | 0.02% | 0.03% | 953 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| LongView Asset Management LLC | History | No change | 4,241 | 204 | 0.14% | 0.14% | 955 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 4,195 | 201 | 0.02% | 0.02% | 956 | -86 | -2.01% | Q1 2026 | May 14, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 4,201 | 201 | 0.17% | 0.16% | 957 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,145 | 199 | 0.01% | 0.03% | 958 | -7,303 | -63.79% | Q1 2026 | Apr 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 4,112 | 197 | 0.01% | 0.0% | 959 | +3,853 | 1487.64% | Q1 2026 | May 05, 2026 |
| Pioneer Family Office, LLC | History | No change | 4,120 | 197 | 0.13% | 0.13% | 960 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | Added to | 4,013 | 192 | 0.08% | 0.01% | 962 | +3,478 | 650.09% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 4,002 | 192 | 0.01% | 0.01% | 961 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 4,011 | 191 | 0.0% | 0.0% | 963 | -164 | -3.93% | Q1 2026 | May 06, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 3,972 | 190 | 0.1% | 0.15% | 964 | -1,487 | -27.24% | Q1 2026 | Apr 08, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 3,910 | 187 | 0.1% | 0.09% | 965 | +397 | 11.3% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Reduced | 3,667 | 176 | 0.0% | 0.01% | 966 | -2,986 | -44.88% | Q1 2026 | Apr 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,305 | 158 | 0.03% | 0.03% | 967 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 3,268 | 157 | 0.12% | 0.17% | 968 | -1,586 | -32.67% | Q1 2026 | Apr 17, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 3,224 | 154 | 0.04% | 0.01% | 969 | +2,698 | 512.93% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 3,224 | 154 | 0.04% | 0.04% | 970 | +636 | 24.57% | Q1 2026 | May 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 3,104 | 149 | 0.01% | 0.02% | 971 | -2,062 | -39.91% | Q1 2026 | Apr 23, 2026 |
| S.A. Mason LLC | History | No change | 2,971 | 142 | 0.05% | 0.06% | 972 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 2,900 | 139 | 0.03% | 0.01% | 973 | +2,079 | 253.23% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,863 | 137 | 0.01% | 0.01% | 974 | +222 | 8.41% | Q1 2026 | Apr 30, 2026 |
| Capital Advisor Network LLC | History | New | 2,636 | 126 | 0.15% | — | 975 | +2,636 | New | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,585 | 124 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,564 | 123 | 0.06% | 0.05% | 977 | +474 | 22.68% | Q1 2026 | May 07, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2,569 | 123 | 0.03% | 0.02% | 978 | +465 | 22.1% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,539 | 122 | 0.04% | 0.04% | 979 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,533 | 121 | 0.03% | — | 980 | +2,533 | New | Q1 2026 | May 08, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 2,487 | 119 | 0.04% | 0.03% | 981 | +674 | 37.18% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,368 | 113 | 0.01% | 0.01% | 982 | +75 | 3.27% | Q1 2026 | May 11, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 2,220 | 106 | 0.04% | 0.03% | 983 | +185 | 9.09% | Q1 2026 | Apr 20, 2026 |
| Imprint Wealth LLC | History | Added to | 1,941 | 93 | 0.42% | 0.27% | 984 | +735 | 60.95% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,908 | 91 | 0.01% | 0.01% | 985 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arkos Global Advisors | History | New | 1,772 | 85 | 0.01% | — | 986 | +1,772 | New | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,666 | 80 | 0.0% | 0.0% | 987 | -298 | -15.17% | Q1 2026 | Apr 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,667 | 80 | 0.07% | 0.07% | 988 | +87 | 5.51% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,654 | 79 | 0.0% | — | 989 | +1,654 | New | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,552 | 74 | 0.01% | 0.01% | 990 | +6 | 0.39% | Q1 2026 | May 20, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1,533 | 73 | 0.04% | 0.04% | 991 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,508 | 72 | 0.0% | 0.01% | 993 | -2,296 | -60.36% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,502 | 72 | 0.0% | 0.0% | 994 | -983 | -39.56% | Q1 2026 | Apr 20, 2026 |
| NBT BANK N A /NY | History | No change | 1,516 | 72 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,471 | 70 | 0.01% | — | 997 | +1,471 | New | Q1 2026 | Apr 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,462 | 70 | 0.01% | 0.01% | 996 | -13 | -0.88% | Q1 2026 | Apr 24, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,471 | 70 | 0.01% | 0.01% | 995 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| KM Capital Management Ltd. | History | New | 1,447 | 69 | 0.05% | — | 998 | +1,447 | New | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,402 | 67 | 0.0% | 0.0% | 999 | -68 | -4.63% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,371 | 66 | 0.0% | 0.0% | 1000 | +1,077 | 366.33% | Q1 2026 | May 06, 2026 |
| Community Bank, N.A. | History | Reduced | 1,362 | 65 | 0.01% | 0.01% | 1001 | -712 | -34.33% | Q1 2026 | May 12, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,333 | 64 | 0.03% | 0.04% | 1002 | -145 | -9.81% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,252 | 60 | 0.0% | 0.0% | 1003 | -751 | -37.49% | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | No change | 1,228 | 59 | 0.01% | 0.01% | 1004 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 1,222 | 58 | 0.04% | 0.06% | 1006 | -280 | -18.64% | Q1 2026 | Apr 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 1,207 | 58 | 0.01% | 0.01% | 1005 | +7 | 0.58% | Q1 2026 | May 08, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 1,167 | 56 | 0.03% | 0.04% | 1007 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,105 | 53 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,095 | 52 | 0.04% | 0.04% | 1009 | +64 | 6.21% | Q1 2026 | Apr 27, 2026 |
| Arlington Trust Co LLC | History | New | 1,066 | 51 | 0.0% | — | 1010 | +1,066 | New | Q1 2026 | Apr 08, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 1,059 | 50 | 0.02% | 0.02% | 1011 | -591 | -35.82% | Q1 2026 | May 01, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 1,022 | 49 | 0.03% | 0.02% | 1012 | +413 | 67.82% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 993 | 47 | 0.0% | 0.01% | 1013 | -3,931 | -79.83% | Q1 2026 | Apr 29, 2026 |
| PROTECTIVE LIFE CORP | History | New | 950 | 45 | 0.15% | — | 1014 | +950 | New | Q1 2026 | May 13, 2026 |
| Vision Retirement, LLC | History | New | 914 | 43 | 0.01% | — | 1017 | +914 | New | Q1 2026 | May 07, 2026 |
| Key Capital Management, INC | History | Added to | 898 | 43 | 0.03% | 0.03% | 1016 | +225 | 33.43% | Q1 2026 | May 07, 2026 |
| Investors Research Corp | History | No change | 909 | 43 | 0.01% | 0.01% | 1015 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Fortis Group Advisors, LLC | History | No change | 878 | 42 | 0.01% | 0.01% | 1018 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 864 | 41 | 0.0% | 0.01% | 1019 | -148 | -14.62% | Q1 2026 | Apr 28, 2026 |
| IFG Advisory, LLC | History | Reduced | 841 | 40 | 0.11% | 0.03% | 1020 | -12,164 | -93.53% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 817 | 39 | 0.0% | — | 1022 | +817 | New | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 819 | 39 | 0.01% | 0.01% | 1021 | +111 | 15.68% | Q1 2026 | May 01, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 803 | 38 | 0.0% | — | 1024 | +803 | New | Q1 2026 | May 12, 2026 |
| Main Street Group, LTD | History | New | 795 | 38 | 0.01% | — | 1023 | +795 | New | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Added to | 751 | 36 | 0.01% | 0.0% | 1025 | +405 | 117.05% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 683 | 32 | 0.0% | 0.01% | 1026 | -810 | -54.25% | Q1 2026 | May 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 682 | 32 | 0.02% | — | 1029 | +682 | New | Q1 2026 | May 12, 2026 |
| Kozak & Associates, Inc. | History | No change | 684 | 32 | 0.01% | 0.01% | 1027 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Pacifica Partners Inc. | History | No change | 676 | 32 | 0.01% | 0.01% | 1028 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 654 | 31 | 0.05% | — | 1031 | +654 | New | Q1 2026 | May 01, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 664 | 31 | 0.01% | 0.01% | 1030 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 610 | 29 | 0.0% | 0.0% | 1032 | -7 | -1.13% | Q1 2026 | May 04, 2026 |
| NFSG Corp | History | Added to | 623 | 29 | 0.0% | 0.0% | 1033 | +2 | 0.32% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 592 | 28 | 0.0% | 0.0% | 1036 | -1,236 | -67.61% | Q1 2026 | Apr 07, 2026 |
| MOTCO | History | Added to | 598 | 28 | 0.0% | — | 1034 | +578 | 2890.0% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | Added to | 593 | 28 | 0.0% | 0.0% | 1037 | +445 | 300.68% | Q1 2026 | May 11, 2026 |
| Bangor Savings Bank | History | Added to | 583 | 28 | 0.0% | 0.0% | 1035 | +394 | 208.47% | Q1 2026 | Apr 01, 2026 |
| Hara Capital LLC | History | New | 579 | 27 | 0.01% | — | 1038 | +579 | New | Q1 2026 | May 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 544 | 26 | 0.01% | — | 1039 | +544 | New | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | New | 537 | 25 | 0.0% | — | 1043 | +537 | New | Q1 2026 | Apr 15, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 528 | 25 | 0.03% | 0.03% | 1040 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 536 | 25 | 0.01% | 0.01% | 1041 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ankerstar Wealth, LLC | History | No change | 530 | 25 | 0.03% | 0.02% | 1042 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 505 | 24 | 0.0% | 0.0% | 1044 | +4 | 0.8% | Q1 2026 | May 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 486 | 23 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clarity Asset Management, Inc. | History | No change | 491 | 23 | 0.01% | 0.01% | 1046 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Opal Wealth Advisors, LLC | History | New | 470 | 22 | 0.0% | — | 1049 | +470 | New | Q1 2026 | Apr 14, 2026 |
| Riverview Trust Co | History | New | 461 | 22 | 0.03% | — | 1048 | +461 | New | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 477 | 22 | 0.01% | 0.0% | 1047 | +251 | 111.06% | Q1 2026 | Apr 24, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 450 | 21 | 0.01% | — | 1050 | +450 | New | Q1 2026 | Apr 28, 2026 |
| American Capital Advisory, LLC | History | Reduced | 427 | 20 | 0.01% | 0.02% | 1051 | -330 | -43.59% | Q1 2026 | Apr 29, 2026 |
| Financial Freedom, LLC | History | Added to | 399 | 19 | 0.01% | 0.01% | 1052 | +2 | 0.5% | Q1 2026 | Apr 30, 2026 |
| Boreal Capital Management LLC | History | No change | 400 | 19 | 0.02% | 0.01% | 1053 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clark Wealth Partners | History | No change | 413 | 19 | 0.01% | 0.01% | 1054 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Reduced | 395 | 18 | 0.0% | 0.02% | 1056 | -1,462 | -78.73% | Q1 2026 | Apr 24, 2026 |
| EASTERN BANK | History | Reduced | 390 | 18 | 0.0% | 0.0% | 1055 | -45 | -10.34% | Q1 2026 | Apr 07, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 393 | 18 | 0.01% | 0.01% | 1057 | +13 | 3.42% | Q1 2026 | May 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 384 | 18 | 0.01% | 0.01% | 1058 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 357 | 17 | 0.01% | — | 1060 | +357 | New | Q1 2026 | May 08, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 358 | 17 | 0.01% | 0.01% | 1059 | -7 | -1.92% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 350 | 16 | 0.0% | 0.0% | 1061 | -269 | -43.46% | Q1 2026 | Apr 23, 2026 |
| EFG International AG | History | New | 323 | 15 | 0.0% | — | 1064 | +323 | New | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 316 | 15 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Caitlin John, LLC | History | No change | 332 | 15 | 0.01% | 0.01% | 1063 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 302 | 14 | 0.0% | 0.0% | 1065 | -685 | -69.4% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 300 | 14 | 0.0% | — | 1066 | +300 | New | Q1 2026 | Apr 06, 2026 |
| Anfield Capital Management, LLC | History | New | 273 | 13 | 0.0% | — | 1070 | +273 | New | Q1 2026 | May 12, 2026 |
| HHM Wealth Advisors, LLC | History | New | 272 | 13 | 0.0% | — | 1071 | +272 | New | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 282 | 13 | 0.01% | 0.01% | 1068 | -35 | -11.04% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 279 | 13 | 0.0% | 0.0% | 1067 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strive Financial Group ,LLC | History | No change | 271 | 13 | 0.01% | 0.01% | 1069 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wells Financial Advisors INC | History | New | 250 | 12 | 0.05% | — | 1075 | +250 | New | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 256 | 12 | 0.0% | 0.0% | 1072 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CGC Financial Services, LLC | History | No change | 263 | 12 | 0.0% | 0.0% | 1073 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Transce3nd, LLC | History | No change | 264 | 12 | 0.11% | 0.1% | 1074 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 247 | 11 | 0.01% | — | 1078 | +247 | New | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 245 | 11 | 0.0% | — | 1077 | +245 | New | Q1 2026 | May 07, 2026 |
| Reflection Asset Management | History | No change | 230 | 11 | 0.01% | 0.01% | 1076 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Wilkerson Advisory Group LLC | History | New | 220 | 10 | 0.0% | — | 1080 | +220 | New | Q1 2026 | May 08, 2026 |
| Pacific Center for Financial Services | History | New | 217 | 10 | 0.0% | — | 1079 | +217 | New | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 196 | 9 | 0.0% | — | 1083 | +196 | New | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | New | 196 | 9 | 0.01% | — | 1084 | +196 | New | Q1 2026 | May 05, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 193 | 9 | 0.01% | — | 1082 | +193 | New | Q1 2026 | Apr 16, 2026 |
| Millstone Evans Group, LLC | History | No change | 188 | 9 | 0.01% | 0.01% | 1081 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 168 | 8 | 0.0% | 0.0% | 1085 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Eukles Asset Management | History | No change | 186 | 8 | 0.0% | 0.0% | 1086 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 174 | 8 | 0.0% | 0.0% | 1087 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advocate Investing Services LLC | History | No change | 176 | 8 | 0.01% | 0.01% | 1088 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| North Ridge Wealth Advisors, Inc. | History | New | 162 | 7 | 0.0% | — | 1093 | +162 | New | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | New | 153 | 7 | 0.0% | — | 1092 | +153 | New | Q1 2026 | Apr 10, 2026 |
| Front Row Advisors LLC | History | No change | 152 | 7 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 148 | 7 | 0.0% | 0.0% | 1090 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 161 | 7 | 0.01% | 0.01% | 1091 | 0 | 0.0% | Q1 2026 | Jun 11, 2026 |
| Hickory Point Bank & Trust | History | New | 144 | 6 | 0.0% | — | 1097 | +144 | New | Q1 2026 | Apr 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 127 | 6 | 0.0% | 0.0% | 1096 | +16 | 14.41% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Added to | 127 | 6 | 0.0% | 0.0% | 1095 | +3 | 2.42% | Q1 2026 | Apr 28, 2026 |
| TFC Financial Management, Inc. | History | No change | 141 | 6 | 0.0% | 0.0% | 1094 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 112 | 5 | 0.01% | 0.01% | 1098 | -30 | -21.13% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 96 | 4 | 0.0% | 0.01% | 1099 | -268,062 | -99.96% | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | New | 100 | 4 | 0.0% | — | 1103 | +100 | New | Q1 2026 | May 14, 2026 |
| Meramec Financial Planners, LLC | History | New | 83 | 4 | 0.0% | — | 1104 | +83 | New | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 101 | 4 | 0.0% | 0.0% | 1101 | +23 | 29.49% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 1100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 86 | 4 | 0.0% | 0.0% | 1102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 77 | 3 | 0.0% | — | 1111 | +77 | New | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 68 | 3 | 0.0% | — | 1110 | +68 | New | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 64 | 3 | 0.0% | 0.0% | 1105 | +8 | 14.29% | Q1 2026 | Apr 27, 2026 |
| Solstein Capital, LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 1106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 1107 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Winthrop Capital Management, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 1108 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sunrise Financial Services, LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elequin Capital, LP | History | Reduced | 43 | 2 | 0.0% | 0.04% | 1113 | -11,396 | -99.62% | Q1 2026 | May 11, 2026 |
| Timmons Wealth Management, LLC | History | New | 59 | 2 | 0.0% | — | 1117 | +59 | New | Q1 2026 | May 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 53 | 2 | 0.0% | — | 1115 | +53 | New | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | New | 50 | 2 | 0.0% | — | 1116 | +50 | New | Q1 2026 | May 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 60 | 2 | 0.0% | 0.0% | 1112 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Clayton Financial Group LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 1114 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 1124 | -66 | -68.75% | Q1 2026 | May 01, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 37 | 1 | 0.0% | 0.0% | 1123 | -56 | -60.22% | Q1 2026 | Apr 03, 2026 |
| Tidemark, LLC | History | New | 40 | 1 | 0.0% | — | 1126 | +40 | New | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 34 | 1 | 0.0% | — | 1125 | +34 | New | Q1 2026 | May 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 24 | 1 | 0.0% | — | 1127 | +24 | New | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 24 | 1 | 0.0% | — | 1121 | +19 | 380.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 23 | 1 | 0.0% | — | 1122 | +17 | 283.33% | Q1 2026 | Apr 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 22 | 1 | 0.0% | 0.0% | 1118 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Asset Dedication, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 1119 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Richardson Capital Management LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -28,604,388 | -100.0% | Q1 2026 | May 07, 2026 |
| ADE, LLC | History | Closed out | 0 | 0 | — | 6.77% | — | -289,220 | -100.0% | Q1 2026 | May 14, 2026 |
| Northwest & Ethical Investments L.P. | History | Closed out | 0 | 0 | — | 0.3% | — | -276,910 | -100.0% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -253,616 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Closed out | 0 | 0 | — | 2.58% | — | -194,912 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -162,194 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.43% | — | -151,566 | -100.0% | Q1 2026 | May 14, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 1.57% | — | -84,619 | -100.0% | Q1 2026 | May 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -59,174 | -100.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -54,981 | -100.0% | Q1 2026 | May 15, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.99% | — | -54,373 | -100.0% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -44,893 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -44,893 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -33,462 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -23,527 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -20,554 | -100.0% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,935 | -100.0% | Q1 2026 | May 05, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -18,505 | -100.0% | Q1 2026 | May 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,764 | -100.0% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,421 | -100.0% | Q1 2026 | May 15, 2026 |
| Capasso Planning Partners LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -13,435 | -100.0% | Q1 2026 | May 27, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Closed out | 0 | 0 | — | 0.01% | — | -11,756 | -100.0% | Q1 2026 | May 08, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,541 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Vestment Financial LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -9,999 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,635 | -100.0% | Q1 2026 | May 01, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.26% | — | -9,346 | -100.0% | Q1 2026 | May 13, 2026 |
| WoodTrust Financial Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -8,857 | -100.0% | Q1 2026 | May 06, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,056 | -100.0% | Q1 2026 | May 11, 2026 |
| One Day In July LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,940 | -100.0% | Q1 2026 | May 05, 2026 |
| MAYPORT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,515 | -100.0% | Q1 2026 | Apr 21, 2026 |
| DUTCH ASSET Corp | History | Closed out | 0 | 0 | — | 0.27% | — | -7,347 | -100.0% | Q1 2026 | May 08, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -7,045 | -100.0% | Q1 2026 | May 13, 2026 |
| Ballast, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,953 | -100.0% | Q1 2026 | May 15, 2026 |
| Fjell Capital, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,299 | -100.0% | Q1 2026 | Apr 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,146 | -100.0% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,057 | -100.0% | Q1 2026 | May 06, 2026 |
| WASHINGTON TRUST BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -6,000 | -100.0% | Q1 2026 | May 07, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.05% | — | -5,965 | -100.0% | Q1 2026 | May 05, 2026 |
| Urban Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -5,862 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,643 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Marshall Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,576 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Pointe Capital Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,554 | -100.0% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,541 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Next Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,519 | -100.0% | Q1 2026 | May 07, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,467 | -100.0% | Q1 2026 | Jun 22, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.03% | — | -5,370 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Essex Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -5,238 | -100.0% | Q1 2026 | Apr 17, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.21% | — | -5,213 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,093 | -100.0% | Q1 2026 | Jun 04, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -5,057 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Checchi Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,911 | -100.0% | Q1 2026 | May 04, 2026 |
| Meridian Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,827 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Foguth Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,487 | -100.0% | Q1 2026 | Jun 01, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,296 | -100.0% | Q1 2026 | Apr 23, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,254 | -100.0% | Q1 2026 | May 05, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,192 | -100.0% | Q1 2026 | May 15, 2026 |
| Emerald Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,164 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,817 | -100.0% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -3,046 | -100.0% | Q1 2026 | May 12, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,077 | -100.0% | Q1 2026 | May 07, 2026 |
| CoreFirst Bank & Trust | History | Closed out | 0 | 0 | — | 0.05% | — | -1,963 | -100.0% | Q1 2026 | Jun 03, 2026 |
| SHP Wealth Management | History | Reduced | 10 | 0 | — | 0.01% | — | -1,602 | -99.38% | Q1 2026 | May 08, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -1,081 | -99.36% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,059 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -954 | -100.0% | Q1 2026 | May 15, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -910 | -100.0% | Q1 2026 | May 22, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -886 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -839 | -100.0% | Q1 2026 | Apr 28, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q1 2026 | May 01, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q1 2026 | May 21, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 15, 2026 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -159 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 05, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | May 11, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Beacon Financial Strategies CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 12, 2026 |
| Birchwood Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -31 | -64.58% | Q1 2026 | May 07, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 01, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | Apr 13, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 05, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 19, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Financial Life Planners | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 24, 2026 |
| Mosley Wealth Management | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 27, 2026 |
| Pillar Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 07, 2026 |
| Mascoma Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 30, 2026 |
| PlanVest Financial, Inc | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | Reduced | 15 | 0 | — | 0.0% | — | -6 | -28.57% | Q1 2026 | May 04, 2026 |
| Blume Capital Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 02, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quaker Wealth Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MASECO LLP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Longview Financial Advisors LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |