VANGUARD BOND INDEX FUNDS - BSV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 45,430,446 | 3,562,201 | 5.27% | 4.98% | 1 | +3,986,567 | 9.62% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 37,384,791 | 2,931,341 | 1.99% | 1.47% | 2 | +11,278,076 | 43.2% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 33,221,965 | 2,601,279 | 0.17% | 0.16% | 3 | +884,330 | 2.73% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,520,462 | 2,471,519 | 0.66% | 0.57% | 4 | +7,010,093 | 28.6% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 24,398,046 | 1,913,050 | 0.12% | 0.14% | 5 | -6,155,525 | -20.15% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 22,545,470 | 1,767,790 | 4.59% | 4.46% | 6 | +1,573,272 | 7.5% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 19,710,804 | 1,545,524 | 0.18% | 0.18% | 7 | +1,174,079 | 6.33% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 17,525,641 | 1,374,185 | 5.57% | 6.34% | 8 | -2,099,297 | -10.7% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,644,333 | 991,442 | 0.07% | 0.06% | 9 | +2,845,980 | 29.05% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 11,574,338 | 907,543 | 0.12% | 0.11% | 10 | +170,977 | 1.5% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Added to | 7,217,987 | 565,962 | 12.62% | 12.38% | 11 | +238,431 | 3.42% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 7,122,050 | 558,439 | 0.15% | 0.15% | 12 | +294,671 | 4.32% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,435,212 | 504,583 | 0.88% | 0.94% | 13 | +145,520 | 2.31% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,107,968 | 478,925 | 0.09% | 0.09% | 14 | +89,538 | 1.49% | Q1 2026 | May 11, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 3,904,033 | 306,115 | 8.86% | 8.88% | 15 | +50,808 | 1.32% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,901,473 | 305,914 | 0.09% | 0.09% | 16 | +260,281 | 7.15% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 3,880,195 | 304,246 | 0.05% | 0.05% | 17 | +298,742 | 8.34% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,615,309 | 282,362 | 0.4% | 0.34% | 18 | +336,143 | 10.25% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,461,252 | 271,397 | 0.05% | 0.04% | 19 | +185,165 | 5.65% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 3,401,273 | 266,694 | 0.38% | 0.38% | 20 | +108,103 | 3.28% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,378,481 | 264,906 | 1.48% | 1.29% | 21 | +450,453 | 15.38% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,896,476 | 227,112 | 0.04% | 0.04% | 22 | +135,589 | 4.91% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,847,873 | 223,301 | 0.31% | 0.3% | 23 | -48,560 | -1.68% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 2,562,512 | 200,926 | 0.21% | 0.2% | 24 | +235,146 | 10.1% | Q1 2026 | May 13, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 2,482,487 | 194,651 | 12.02% | 11.44% | 25 | +92,921 | 3.89% | Q1 2026 | Apr 29, 2026 |
| Purpose Unlimited Inc. | History | Added to | 2,281,126 | 178,863 | 7.39% | 5.08% | 26 | +871,032 | 61.77% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,274,500 | 178,343 | 0.91% | 0.89% | 27 | -61,500 | -2.63% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 2,136,503 | 167,523 | 0.19% | 0.19% | 28 | +69,103 | 3.34% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,052,704 | 160,952 | 0.02% | 0.03% | 29 | +868 | 0.04% | Q1 2026 | May 15, 2026 |
| WIT, LLC | History | Added to | 2,007,422 | 157,401 | 2.97% | 1.77% | 30 | +885,260 | 78.89% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,922,954 | 150,740 | 0.93% | 1.31% | 31 | -846,537 | -30.57% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,876,808 | 147,160 | 0.2% | 0.22% | 32 | -190,101 | -9.2% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,832,755 | 143,221 | 0.07% | 0.07% | 33 | +303,802 | 19.87% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,822,593 | 142,945 | 0.21% | 0.19% | 34 | +147,868 | 8.83% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 1,655,982 | 130,110 | 1.93% | 2.59% | 35 | -5,592 | -0.34% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,610,639 | 126,290 | 1.5% | 1.49% | 36 | +75,730 | 4.93% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,605,463 | 125,884 | 0.08% | 0.08% | 37 | +95,706 | 6.34% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,590,842 | 124,737 | 0.23% | 0.22% | 38 | +710,115 | 80.63% | Q1 2026 | May 01, 2026 |
| National Philanthropic Trust | History | Added to | 1,539,713 | 120,728 | 1.29% | 0.64% | 39 | +716,031 | 86.93% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,419,468 | 111,301 | 0.29% | 0.27% | 40 | +114,859 | 8.8% | Q1 2026 | Apr 30, 2026 |
| RW Investment Management LLC | History | New | 1,337,847 | 104,900 | 10.15% | — | 41 | +1,337,847 | New | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 1,296,496 | 101,838 | 0.5% | 0.47% | 42 | +145,508 | 12.64% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Reduced | 1,257,104 | 98,547 | 4.29% | 4.42% | 43 | -11,165 | -0.88% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,247,485 | 97,815 | 0.53% | 0.49% | 44 | +87,880 | 7.58% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,244,775 | 97,792 | 0.02% | 0.02% | 45 | +64,414 | 5.46% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,227,073 | 96,214 | 0.51% | 0.65% | 46 | +51,463 | 4.38% | Q1 2026 | May 15, 2026 |
| RS CRUM INC. | History | Added to | 1,192,235 | 93,483 | 18.08% | 17.62% | 47 | +73,202 | 6.54% | Q1 2026 | Apr 15, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 1,178,149 | 92,378 | 2.8% | 2.34% | 48 | +176,295 | 17.6% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 1,165,049 | 91,351 | 1.47% | 1.41% | 49 | +66,140 | 6.02% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,059,778 | 83,097 | 0.5% | 0.48% | 50 | +60,808 | 6.09% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,051,293 | 82,431 | 0.58% | 0.61% | 51 | +36,844 | 3.63% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,047,720 | 82,152 | 0.2% | 0.17% | 52 | +103,470 | 10.96% | Q1 2026 | Apr 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 1,030,165 | 80,775 | 1.03% | 1.02% | 53 | -1,082 | -0.1% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Reduced | 5,856 | 74,684 | 1.18% | 1.34% | 54 | -30 | -0.51% | Q1 2026 | May 13, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 938,279 | 73,570 | 12.52% | 11.9% | 55 | +53,940 | 6.1% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 883,412 | 69,268 | 0.38% | 1.23% | 56 | -3,566,035 | -80.15% | Q1 2026 | Apr 29, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 883,399 | 69,267 | 2.63% | 2.36% | 57 | +74,086 | 9.15% | Q1 2026 | Apr 16, 2026 |
| Integris Wealth Management, LLC | History | Added to | 852,779 | 66,866 | 15.37% | 14.63% | 58 | +36,824 | 4.51% | Q1 2026 | Apr 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 845,989 | 66,334 | 0.07% | 0.07% | 59 | +579 | 0.07% | Q1 2026 | May 05, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 843,187 | 66,114 | 22.85% | 22.45% | 60 | +20,811 | 2.53% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 840,618 | 65,912 | 0.06% | 0.06% | 61 | -10,713 | -1.26% | Q1 2026 | May 12, 2026 |
| Gemmer Asset Management LLC | History | Added to | 820,442 | 64,330 | 5.08% | 4.52% | 62 | +75,171 | 10.09% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 820,049 | 64,300 | 0.18% | 0.17% | 63 | -49,289 | -5.67% | Q1 2026 | May 04, 2026 |
| VANGUARD GROUP INC | History | No change | 804,823 | 63,427 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 800,052 | 62,732 | 5.75% | 5.68% | 65 | +50,095 | 6.68% | Q1 2026 | Apr 23, 2026 |
| VANGUARD ADVISERS INC | History | New | 788,554 | 61,830 | 0.24% | — | 66 | +788,554 | New | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Added to | 760,204 | 59,607 | 1.57% | 1.61% | 67 | +46,649 | 6.54% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 751,045 | 58,889 | 0.28% | 0.24% | 68 | +216,428 | 40.48% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 744,552 | 58,378 | 0.59% | 0.25% | 69 | +481,254 | 182.78% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 737,194 | 58,098 | 0.23% | 0.23% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 725,647 | 56,897 | 0.66% | 0.69% | 71 | +3,239 | 0.45% | Q1 2026 | May 08, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 705,781 | 55,340 | 4.29% | 4.7% | 72 | -76,392 | -9.77% | Q1 2026 | Apr 24, 2026 |
| TD Capital Management LLC | History | Reduced | 694,812 | 54,480 | 4.9% | 4.95% | 73 | -13,122 | -1.85% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 684,544 | 53,675 | 0.74% | 0.77% | 74 | +5,997 | 0.88% | Q1 2026 | Apr 08, 2026 |
| Trajan Wealth LLC | History | Added to | 684,435 | 53,666 | 2.17% | 2.04% | 75 | +61,644 | 9.9% | Q1 2026 | May 13, 2026 |
| Efficient Advisors, LLC | History | Reduced | 639,290 | 50,126 | 3.56% | 3.55% | 76 | -131,330 | -17.04% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 633,874 | 49,702 | 0.55% | 0.65% | 77 | +20,485 | 3.34% | Q1 2026 | May 15, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 628,847 | 49,307 | 6.42% | 6.37% | 78 | +14,154 | 2.3% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Added to | 628,308 | 49,266 | 0.09% | 0.09% | 79 | +13,911 | 2.26% | Q1 2026 | May 14, 2026 |
| Symmetry Partners, LLC | History | Reduced | 620,410 | 48,646 | 2.78% | 2.9% | 80 | -1,496 | -0.24% | Q1 2026 | Apr 27, 2026 |
| International City Management Association Retirement Corp | History | No change | 599,500 | 47,006 | 24.08% | 23.99% | 81 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 588,387 | 45,988 | 0.43% | 0.4% | 82 | +109,591 | 22.89% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 564,718 | 44,279 | 1.35% | 1.01% | 83 | +217,378 | 62.58% | Q1 2026 | May 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 550,056 | 43,129 | 7.6% | 7.55% | 84 | +25,712 | 4.9% | Q1 2026 | Apr 17, 2026 |
| Annandale Capital, LLC | History | Added to | 547,601 | 42,937 | 6.06% | 5.03% | 85 | +9,044 | 1.68% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 543,467 | 42,613 | 5.93% | 5.63% | 86 | +37,773 | 7.47% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 517,565 | 40,582 | 0.06% | 0.06% | 87 | +63,454 | 13.97% | Q1 2026 | May 14, 2026 |
| Clark Asset Management, LLC | History | Added to | 517,528 | 40,579 | 3.81% | 3.83% | 88 | +49,125 | 10.49% | Q1 2026 | Apr 16, 2026 |
| Old Peak Finance LLC | History | Added to | 505,452 | 39,632 | 23.14% | 23.43% | 89 | +23,814 | 4.94% | Q1 2026 | Apr 24, 2026 |
| Partners in Financial Planning | History | Added to | 477,374 | 37,430 | 6.21% | 6.21% | 90 | +11,945 | 2.57% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 476,098 | 37,330 | 0.32% | 0.24% | 91 | +67,107 | 16.41% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 462,288 | 36,247 | 0.04% | 0.04% | 92 | +38,660 | 9.13% | Q1 2026 | May 13, 2026 |
| Human Investing LLC | History | Reduced | 449,426 | 35,239 | 5.13% | 5.22% | 93 | -19,643 | -4.19% | Q1 2026 | May 07, 2026 |
| Savvy Advisors, Inc. | History | Added to | 440,801 | 34,563 | 0.92% | 1.01% | 94 | +44,356 | 11.19% | Q1 2026 | May 11, 2026 |
| Wealthquest Corp | History | No change | 436,928 | 34,434 | 2.6% | 2.6% | 95 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 436,375 | 34,098 | 3.4% | 3.05% | 96 | +33,856 | 8.41% | Q1 2026 | May 12, 2026 |
| PDS Planning, Inc | History | Added to | 432,009 | 33,873 | 2.23% | 2.16% | 97 | +21,487 | 5.23% | Q1 2026 | Apr 21, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 421,566 | 33,054 | 3.39% | 3.06% | 98 | +14,721 | 3.62% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 421,109 | 33,019 | 0.77% | 0.81% | 99 | -3,540 | -0.83% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 412,409 | 32,336 | 0.37% | 0.39% | 100 | -34,986 | -7.82% | Q1 2026 | May 05, 2026 |
| BARR E S & CO | History | Reduced | 407,575 | 31,957 | 1.86% | 1.74% | 101 | -16,900 | -3.98% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 396,953 | 31,125 | 0.24% | 0.24% | 102 | +33,115 | 9.1% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | Added to | 386,215 | 30,283 | 0.0% | 0.0% | 103 | +13,266 | 3.56% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 381,909 | 29,945 | 0.64% | 0.67% | 104 | -31,394 | -7.6% | Q1 2026 | May 15, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 377,685 | 29,614 | 9.1% | 8.55% | 105 | +22,403 | 6.31% | Q1 2026 | Apr 21, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 377,154 | 29,572 | 0.78% | 0.69% | 106 | +36,238 | 10.63% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Added to | 376,993 | 29,560 | 0.84% | 0.9% | 107 | +11,216 | 3.07% | Q1 2026 | Apr 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 373,249 | 29,266 | 0.02% | 0.01% | 108 | +3,337 | 0.9% | Q1 2026 | May 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 373,051 | 29,250 | 0.11% | 0.1% | 109 | +3,360 | 0.91% | Q1 2026 | Apr 30, 2026 |
| Compass Planning Associates Inc | History | Added to | 365,753 | 28,678 | 18.34% | 15.76% | 110 | +77,027 | 26.68% | Q1 2026 | Apr 21, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 353,073 | 27,684 | 1.56% | 1.64% | 111 | -35,826 | -9.21% | Q1 2026 | May 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 343,535 | 26,936 | 0.62% | 0.97% | 112 | +88,849 | 34.89% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 342,525 | 26,857 | 0.08% | 0.07% | 113 | +10,372 | 3.12% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 337,328 | 26,449 | 0.3% | 0.29% | 114 | +11,500 | 3.53% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 343,200 | 26,349 | 0.05% | 0.06% | 115 | -185,902 | -35.14% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 334,353 | 26,216 | 0.01% | 0.01% | 116 | +48,424 | 16.94% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 330,177 | 25,889 | 1.98% | 1.9% | 117 | +11,564 | 3.63% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Added to | 310,693 | 24,361 | 0.05% | 0.05% | 118 | +5,700 | 1.87% | Q1 2026 | May 06, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 305,899 | 23,985 | 2.5% | 2.47% | 119 | +10,725 | 3.63% | Q1 2026 | Apr 08, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 299,303 | 23,480 | 5.3% | 5.36% | 120 | +3,494 | 1.18% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 297,233 | 23,306 | 0.27% | 0.35% | 121 | -91,573 | -23.55% | Q1 2026 | Apr 20, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 295,424 | 23,164 | 2.44% | 1.81% | 122 | +171,502 | 138.4% | Q1 2026 | Apr 17, 2026 |
| KWMG, LLC | History | Added to | 291,229 | 22,835 | 1.91% | 1.85% | 123 | +19,384 | 7.13% | Q1 2026 | Apr 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 286,621 | 22,473 | 0.11% | 0.1% | 124 | +18,127 | 6.75% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 288,159 | 22,464 | 0.29% | 0.31% | 125 | -8,811 | -2.97% | Q1 2026 | May 06, 2026 |
| BetterWealth, LLC | History | Added to | 285,657 | 22,398 | 4.39% | 4.94% | 126 | +10,788 | 3.92% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 285,464 | 22,383 | 0.11% | 0.12% | 127 | +14,027 | 5.17% | Q1 2026 | May 08, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 280,435 | 21,988 | 6.22% | 5.73% | 128 | -185,651 | -39.83% | Q1 2026 | Apr 24, 2026 |
| XML Financial, LLC | History | Added to | 271,551 | 21,292 | 1.72% | 1.61% | 129 | +20,616 | 8.22% | Q1 2026 | Apr 16, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 268,082 | 21,020 | 8.0% | 7.65% | 130 | +19,933 | 8.03% | Q1 2026 | Apr 15, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 267,060 | 20,940 | 3.0% | 3.0% | 131 | +659 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Lutz Financial Services LLC | History | Reduced | 264,007 | 20,700 | 1.39% | 1.44% | 132 | -4,017 | -1.5% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Added to | 263,832 | 20,687 | 0.25% | 0.22% | 133 | +12,029 | 4.78% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 261,143 | 20,476 | 0.33% | 0.33% | 134 | +20,877 | 8.69% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 257,919 | 20,223 | 1.55% | 1.46% | 135 | +9,581 | 3.86% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 254,526 | 19,957 | 0.01% | 0.01% | 136 | +27,684 | 12.2% | Q1 2026 | May 11, 2026 |
| McAdam, LLC | History | Added to | 254,006 | 19,916 | 0.9% | 0.86% | 137 | +14,324 | 5.98% | Q1 2026 | May 08, 2026 |
| Evolution Advisers, Inc. | History | Added to | 252,921 | 19,831 | 8.36% | 7.95% | 138 | +19,844 | 8.51% | Q1 2026 | May 01, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 250,969 | 19,678 | 3.87% | 3.86% | 139 | +4,116 | 1.67% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 245,544 | 19,253 | 0.07% | 0.07% | 140 | +38,386 | 18.53% | Q1 2026 | Apr 30, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 243,468 | 19,090 | 4.12% | 3.98% | 141 | +16,112 | 7.09% | Q1 2026 | Apr 13, 2026 |
| MilWealth Group LLC | History | Added to | 243,212 | 19,070 | 4.54% | 4.44% | 142 | +6,340 | 2.68% | Q1 2026 | May 01, 2026 |
| Stephenson & Company, Inc. | History | Added to | 242,227 | 18,993 | 10.3% | 10.05% | 143 | +9,965 | 4.29% | Q1 2026 | May 12, 2026 |
| Waterford Advisors, LLC | History | New | 396,082 | 18,928 | 6.0% | — | 144 | +396,082 | New | Q1 2026 | May 15, 2026 |
| Fort Henry Capital, LLC | History | Added to | 241,349 | 18,924 | 11.44% | 11.16% | 145 | +10,210 | 4.42% | Q1 2026 | Apr 20, 2026 |
| Brewster Financial Planning LLC | History | Added to | 240,196 | 18,833 | 11.39% | 11.45% | 146 | +3,736 | 1.58% | Q1 2026 | May 04, 2026 |
| Factor Wealth Management LTD | History | Added to | 240,073 | 18,824 | 3.54% | 3.7% | 147 | +22,404 | 10.29% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Added to | 239,528 | 18,781 | 1.08% | 1.02% | 148 | +8,517 | 3.69% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 238,360 | 18,689 | 0.22% | 0.23% | 149 | -9,165 | -3.7% | Q1 2026 | May 06, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 237,095 | 18,590 | 2.23% | 2.21% | 150 | +17,076 | 7.76% | Q1 2026 | Apr 24, 2026 |
| eCIO, Inc. | History | Added to | 227,413 | 17,831 | 7.83% | 7.08% | 151 | +34,405 | 17.83% | Q1 2026 | Apr 14, 2026 |
| Level Financial Advisors | History | Added to | 226,780 | 17,781 | 4.54% | 4.37% | 152 | +16,960 | 8.08% | Q1 2026 | Apr 10, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 223,670 | 17,537 | 7.56% | 7.49% | 153 | +13,520 | 6.43% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 222,935 | 17,480 | 0.01% | 0.01% | 154 | -9,255 | -3.99% | Q1 2026 | May 13, 2026 |
| Tillman Hartley LLC | History | Added to | 219,178 | 17,185 | 4.31% | 4.15% | 155 | +9,182 | 4.37% | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 218,413 | 17,125 | 0.03% | 0.03% | 156 | -4,706 | -2.11% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 212,408 | 16,654 | 0.7% | 0.74% | 157 | +2,364 | 1.13% | Q1 2026 | Apr 30, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 211,843 | 16,610 | 5.07% | 5.16% | 158 | +11,079 | 5.52% | Q1 2026 | Apr 29, 2026 |
| HTG Investment Advisors, Inc. | History | Reduced | 211,339 | 16,571 | 4.71% | 5.51% | 159 | -16,057 | -7.06% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 210,004 | 16,466 | 0.16% | 0.17% | 160 | -8,314 | -3.81% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 208,114 | 16,318 | 0.34% | 0.36% | 161 | -8,347 | -3.86% | Q1 2026 | Apr 27, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 204,233 | 16,013 | 9.6% | 9.95% | 162 | +3,341 | 1.66% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | New | 201,104 | 15,768 | 0.38% | — | 163 | +201,104 | New | Q1 2026 | May 15, 2026 |
| Safir Wealth Advisors, LLC | History | Added to | 199,163 | 15,616 | 11.29% | 10.96% | 164 | +775 | 0.39% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Added to | 193,999 | 15,211 | 0.17% | 0.17% | 165 | +8,507 | 4.59% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 193,169 | 15,146 | 0.02% | 0.07% | 166 | -542,431 | -73.74% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 193,117 | 15,142 | 0.82% | 0.71% | 167 | +94,665 | 96.15% | Q1 2026 | Apr 21, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 186,624 | 14,633 | 0.23% | 0.24% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Added to | 185,456 | 14,541 | 0.68% | 0.64% | 169 | +4,870 | 2.7% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 185,081 | 14,512 | 0.83% | 0.76% | 170 | +23,773 | 14.74% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 184,993 | 14,505 | 0.01% | 0.01% | 171 | -15,901 | -7.92% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 184,524 | 14,468 | 0.01% | 0.02% | 172 | -107,140 | -36.73% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 183,970 | 14,425 | 0.16% | 0.15% | 173 | +18,016 | 10.86% | Q1 2026 | Apr 20, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 181,550 | 14,235 | 0.42% | 0.39% | 174 | +15,788 | 9.52% | Q1 2026 | Apr 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 179,972 | 14,108 | 0.99% | 1.03% | 175 | +7,481 | 4.34% | Q1 2026 | Apr 24, 2026 |
| Vertrix Wealth Management, LLC | History | New | 179,315 | 14,060 | 5.18% | — | 176 | +179,315 | New | Q1 2026 | Apr 24, 2026 |
| Disciplina Capital Management LLC | History | Added to | 179,219 | 14,052 | 1.49% | 1.41% | 177 | +23,014 | 14.73% | Q1 2026 | May 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 179,097 | 14,042 | 3.64% | 3.49% | 178 | +9,536 | 5.62% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 176,606 | 13,847 | 0.25% | 0.19% | 179 | +49,099 | 38.51% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 176,236 | 13,818 | 0.57% | 0.52% | 180 | +16,458 | 10.3% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 175,057 | 13,726 | 0.05% | 0.06% | 181 | -47,371 | -21.3% | Q1 2026 | May 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 174,383 | 13,673 | 6.38% | 6.04% | 182 | +11,967 | 7.37% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 173,400 | 13,596 | 0.17% | 0.17% | 183 | +6,690 | 4.01% | Q1 2026 | May 12, 2026 |
| Frankly Finances, LLC | History | Added to | 171,370 | 13,437 | 12.16% | 12.39% | 184 | +5,588 | 3.37% | Q1 2026 | Apr 29, 2026 |
| Oath Planning, LLC | History | Added to | 169,639 | 13,301 | 11.82% | 10.71% | 185 | +31,870 | 23.13% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 169,118 | 13,261 | 0.02% | 0.02% | 186 | +8,551 | 5.33% | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 168,036 | 13,175 | 0.36% | 0.36% | 187 | +4,250 | 2.59% | Q1 2026 | Apr 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 167,124 | 13,103 | 0.01% | 0.04% | 188 | -353,466 | -67.9% | Q1 2026 | May 14, 2026 |
| Stone Summit Wealth LLC | History | Added to | 166,443 | 13,050 | 3.63% | 3.26% | 189 | +13,932 | 9.14% | Q1 2026 | Apr 22, 2026 |
| Waterloo Capital, L.P. | History | Added to | 165,432 | 12,971 | 0.91% | 0.54% | 190 | +70,625 | 74.49% | Q1 2026 | May 12, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 163,758 | 12,905 | 12.4% | 12.4% | 191 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 164,517 | 12,881 | 0.47% | 0.42% | 192 | +25,522 | 18.36% | Q1 2026 | May 15, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 163,967 | 12,856 | 12.14% | — | 193 | +163,967 | New | Q1 2026 | May 14, 2026 |
| AMES NATIONAL CORP | History | Added to | 163,072 | 12,786 | 7.67% | 6.92% | 194 | +12,986 | 8.65% | Q1 2026 | May 12, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 163,009 | 12,781 | 12.02% | 0.32% | 195 | +159,459 | 4491.8% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 162,187 | 12,717 | 0.23% | 0.24% | 196 | +1,745 | 1.09% | Q1 2026 | Apr 17, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 161,542 | 12,666 | 5.33% | 5.38% | 197 | -219 | -0.14% | Q1 2026 | May 15, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 161,346 | 12,651 | 3.96% | 4.41% | 198 | -9,145 | -5.36% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 160,917 | 12,617 | 0.36% | 0.35% | 199 | +7,416 | 4.83% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 159,916 | 12,539 | 0.15% | 0.16% | 200 | +1,317 | 0.83% | Q1 2026 | Apr 20, 2026 |
| REDW Wealth LLC | History | Reduced | 159,268 | 12,488 | 4.98% | 5.02% | 201 | -7,749 | -4.64% | Q1 2026 | May 07, 2026 |
| ALPS ADVISORS INC | History | Reduced | 158,928 | 12,461 | 0.06% | 0.18% | 202 | -230,396 | -59.18% | Q1 2026 | May 08, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 157,154 | 12,322 | 7.78% | 8.29% | 203 | +3,355 | 2.18% | Q1 2026 | May 11, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 157,035 | 12,313 | 1.79% | 1.66% | 204 | +8,110 | 5.45% | Q1 2026 | Apr 08, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 154,771 | 12,135 | 2.11% | 1.92% | 205 | +13,263 | 9.37% | Q1 2026 | Apr 17, 2026 |
| Parker Financial LLC | History | Added to | 152,228 | 11,912 | 4.76% | 4.47% | 206 | +12,229 | 8.74% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 151,470 | 11,876 | 0.25% | 0.24% | 207 | +11,694 | 8.37% | Q1 2026 | May 01, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 150,688 | 11,815 | 8.6% | 9.48% | 208 | +37,730 | 33.4% | Q1 2026 | Apr 23, 2026 |
| COMMERCE BANK | History | Added to | 150,229 | 11,779 | 0.06% | 0.04% | 209 | +51,482 | 52.14% | Q1 2026 | May 11, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 149,538 | 11,725 | 2.01% | 2.0% | 210 | -7,146 | -4.56% | Q1 2026 | Apr 16, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 147,485 | 11,564 | 4.43% | 4.28% | 211 | +7,987 | 5.73% | Q1 2026 | May 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 147,436 | 11,560 | 3.92% | 2.7% | 212 | +49,779 | 50.97% | Q1 2026 | Apr 17, 2026 |
| City State Bank | History | Added to | 146,766 | 11,507 | 2.99% | 2.82% | 213 | +16,102 | 12.32% | Q1 2026 | Apr 20, 2026 |
| Pines Wealth Management, LLC | History | Added to | 146,105 | 11,456 | 3.71% | 2.19% | 214 | +60,149 | 69.98% | Q1 2026 | Apr 08, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 145,719 | 11,425 | 0.05% | 0.05% | 215 | -3,445 | -2.31% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Added to | 145,551 | 11,412 | 0.9% | 0.87% | 216 | +6,704 | 4.83% | Q1 2026 | Apr 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 143,423 | 11,245 | 6.53% | 6.58% | 217 | +7,369 | 5.42% | Q1 2026 | May 12, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 143,160 | 11,225 | 4.55% | 4.67% | 218 | +1,465 | 1.03% | Q1 2026 | May 12, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 143,018 | 11,214 | 1.32% | 0.71% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fidato Wealth LLC | History | Added to | 141,360 | 11,084 | 7.2% | 6.93% | 220 | +3,674 | 2.67% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 140,115 | 10,986 | 0.06% | 0.05% | 221 | +13,565 | 10.72% | Q1 2026 | May 05, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 140,067 | 10,982 | 0.46% | 0.43% | 222 | -123 | -0.09% | Q1 2026 | May 08, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 139,622 | 10,947 | 0.37% | 0.38% | 223 | +27 | 0.02% | Q1 2026 | May 14, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 139,066 | 10,904 | 10.0% | 9.71% | 224 | +1,530 | 1.11% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | Added to | 138,627 | 10,869 | 1.58% | 1.52% | 225 | +3,554 | 2.63% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 138,278 | 10,842 | 0.09% | 0.04% | 226 | +93,765 | 210.65% | Q1 2026 | May 15, 2026 |
| Exeter Financial, LLC | History | Added to | 137,992 | 10,819 | 4.42% | 4.6% | 227 | +619 | 0.45% | Q1 2026 | Apr 23, 2026 |
| Tribridge Partners Financial LLC | History | Reduced | 137,258 | 10,736 | 4.44% | 4.55% | 228 | -520 | -0.38% | Q1 2026 | Apr 15, 2026 |
| VCI Wealth Management LLC | History | Added to | 135,800 | 10,648 | 2.95% | 2.65% | 229 | +14,644 | 12.09% | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 135,672 | 10,638 | 0.38% | 0.45% | 230 | -28,809 | -17.52% | Q1 2026 | Apr 14, 2026 |
| Zeit Capital LLC | History | Added to | 135,662 | 10,637 | 7.12% | 6.53% | 231 | +12,940 | 10.54% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 133,440 | 10,463 | 2.21% | 2.16% | 232 | +3,884 | 3.0% | Q1 2026 | May 05, 2026 |
| HEADINVEST, LLC | History | Reduced | 130,893 | 10,263 | 2.11% | 2.12% | 233 | -4,136 | -3.06% | Q1 2026 | May 15, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 130,399 | 10,224 | 6.89% | 6.4% | 234 | +15,097 | 13.09% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 129,630 | 10,164 | 0.0% | 0.01% | 235 | -166,060 | -56.16% | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 127,505 | 9,997 | 1.08% | 1.23% | 236 | -15,257 | -10.69% | Q1 2026 | May 12, 2026 |
| IFG Advisors, LLC | History | Reduced | 127,053 | 9,962 | 1.63% | 1.77% | 237 | -7,532 | -5.6% | Q1 2026 | Apr 09, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 123,783 | 9,705 | 0.6% | 0.41% | 238 | +46,943 | 61.09% | Q1 2026 | Apr 28, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 122,956 | 9,640 | 2.65% | 2.48% | 239 | +15,041 | 13.94% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 122,459 | 9,602 | 0.19% | 0.12% | 240 | +47,895 | 64.23% | Q1 2026 | May 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 120,379 | 9,438 | 1.31% | 1.29% | 241 | +2,871 | 2.44% | Q1 2026 | May 14, 2026 |
| Harfst & Associates, Inc. | History | Added to | 120,193 | 9,424 | 1.68% | 0.11% | 242 | +112,300 | 1422.78% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 120,022 | 9,410 | 0.02% | 0.01% | 243 | +24,643 | 25.84% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 117,271 | 9,195 | 2.08% | 2.09% | 244 | -1,708 | -1.44% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 116,986 | 9,172 | 0.07% | 0.08% | 245 | -4,236 | -3.49% | Q1 2026 | May 01, 2026 |
| Virtus Wealth Solutions LLC | History | New | 116,926 | 9,168 | 1.75% | — | 246 | +116,926 | New | Q1 2026 | May 08, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 115,903 | 9,087 | 6.8% | 4.9% | 247 | +4,998 | 4.51% | Q1 2026 | Apr 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 115,748 | 9,075 | 0.19% | — | 248 | +115,748 | New | Q1 2026 | May 15, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 115,571 | 9,061 | 3.28% | 3.2% | 249 | +6,383 | 5.85% | Q1 2026 | Apr 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 115,007 | 9,017 | 4.2% | 4.16% | 250 | +9,424 | 8.93% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 314,183 | 8,990 | 0.42% | 0.12% | 251 | -122,076 | -27.98% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 112,420 | 8,814 | 0.14% | 0.15% | 252 | +3,387 | 3.11% | Q1 2026 | May 04, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 112,022 | 8,783 | 0.59% | 0.69% | 253 | -14,897 | -11.74% | Q1 2026 | May 12, 2026 |
| Forza Wealth Management, LLC | History | Added to | 111,643 | 8,753 | 3.04% | 3.12% | 254 | +2,025 | 1.85% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 111,533 | 8,745 | 0.02% | 0.02% | 255 | +13,878 | 14.21% | Q1 2026 | May 14, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 111,499 | 8,742 | 1.44% | 2.28% | 256 | -64,465 | -36.64% | Q1 2026 | Apr 29, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 109,593 | 8,593 | 7.72% | 7.14% | 257 | +14,971 | 15.82% | Q1 2026 | May 12, 2026 |
| Fortis Advisors, LLC | History | Added to | 109,356 | 8,574 | 4.3% | 3.91% | 258 | +17,826 | 19.48% | Q1 2026 | May 14, 2026 |
| Successful Portfolios LLC | History | Added to | 109,326 | 8,569 | 4.72% | 3.98% | 259 | +10,073 | 10.15% | Q1 2026 | Apr 13, 2026 |
| TFC Financial Management, Inc. | History | Added to | 108,948 | 8,542 | 1.05% | 1.05% | 260 | +2,641 | 2.48% | Q1 2026 | Apr 23, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 107,342 | 8,416 | 0.6% | 0.17% | 261 | +91,785 | 589.99% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 105,992 | 8,310 | 0.19% | 0.2% | 262 | +560 | 0.53% | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 105,639 | 8,283 | 1.09% | 1.0% | 263 | +9,086 | 9.41% | Q1 2026 | May 04, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 105,260 | 8,218 | 5.27% | 4.95% | 264 | +15,213 | 16.89% | Q1 2026 | May 06, 2026 |
| Essential Planning, LLC. | History | Added to | 103,945 | 8,150 | 2.59% | 2.41% | 265 | +8,076 | 8.42% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 102,589 | 8,044 | 0.46% | 0.41% | 266 | +16,313 | 18.91% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 100,200 | 7,856 | 0.11% | 0.12% | 267 | -105 | -0.1% | Q1 2026 | Apr 17, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 100,179 | 7,855 | 6.24% | 5.13% | 268 | +9,303 | 10.24% | Q1 2026 | Apr 13, 2026 |
| Compound Planning, Inc. | History | Added to | 99,854 | 7,829 | 0.24% | 0.17% | 269 | +26,246 | 35.66% | Q1 2026 | May 14, 2026 |
| Capital Investment Management, Inc. | History | Added to | 99,062 | 7,767 | 2.67% | 2.54% | 271 | +6,850 | 7.43% | Q1 2026 | Apr 22, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 99,061 | 7,767 | 1.01% | 1.03% | 270 | +3,503 | 3.67% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 98,796 | 7,746 | 0.03% | 0.02% | 272 | +39,628 | 66.98% | Q1 2026 | May 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 98,405 | 7,715 | 0.52% | 0.64% | 273 | +9,561 | 10.76% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 97,631 | 7,655 | 0.11% | 0.11% | 274 | +7,775 | 8.65% | Q1 2026 | May 13, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 96,934 | 7,600 | 2.65% | 1.76% | 275 | +40,371 | 71.37% | Q1 2026 | Apr 24, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 96,904 | 7,598 | 2.68% | 2.81% | 276 | -1,302 | -1.33% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 95,438 | 7,483 | 0.12% | 0.12% | 277 | +17,981 | 23.21% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 95,401 | 7,480 | 0.61% | 0.8% | 278 | -25,844 | -21.32% | Q1 2026 | May 06, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 94,127 | 7,380 | 3.57% | — | 279 | +94,127 | New | Q1 2026 | May 14, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 93,951 | 7,367 | 3.65% | 3.91% | 280 | -12,896 | -12.07% | Q1 2026 | Apr 24, 2026 |
| Bath Savings Trust Co | History | Added to | 93,382 | 7,322 | 0.78% | 0.65% | 281 | +10,478 | 12.64% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 93,119 | 7,301 | 0.05% | 0.05% | 282 | +11,176 | 13.64% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 93,061 | 7,294 | 0.01% | 0.01% | 283 | +6,602 | 7.64% | Q1 2026 | May 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 92,321 | 7,238 | 2.57% | 2.34% | 284 | +7,450 | 8.78% | Q1 2026 | May 05, 2026 |
| Echo45 Advisors LLC | History | Added to | 91,971 | 7,211 | 4.06% | 4.04% | 285 | +2,035 | 2.26% | Q1 2026 | Apr 20, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 91,117 | 7,144 | 0.46% | 0.39% | 286 | +12,472 | 15.86% | Q1 2026 | Apr 14, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 91,092 | 7,142 | 2.14% | 2.75% | 287 | -4,676 | -4.88% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 90,492 | 7,095 | 0.22% | 0.24% | 288 | -4,054 | -4.29% | Q1 2026 | Apr 08, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 89,291 | 7,001 | 2.32% | 2.73% | 289 | -17,634 | -16.49% | Q1 2026 | May 06, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 89,157 | 6,991 | 0.48% | 0.34% | 290 | +39,550 | 79.73% | Q1 2026 | May 18, 2026 |
| Root Financial Partners, LLC | History | Added to | 88,844 | 6,966 | 0.32% | 0.18% | 291 | +45,217 | 103.64% | Q1 2026 | Apr 24, 2026 |
| Ellevest, Inc. | History | Added to | 88,808 | 6,963 | 0.97% | 0.94% | 292 | +2,791 | 3.24% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 88,288 | 6,922 | 0.12% | 0.12% | 293 | +2,370 | 2.76% | Q1 2026 | May 07, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 87,604 | 6,869 | 2.68% | 2.64% | 294 | -433 | -0.49% | Q1 2026 | Apr 29, 2026 |
| Slow Capital, Inc. | History | Added to | 87,230 | 6,839 | 0.89% | 0.76% | 295 | +6,209 | 7.66% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 86,834 | 6,808 | 0.16% | 0.1% | 296 | +34,427 | 65.69% | Q1 2026 | May 11, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 85,321 | 6,690 | 5.35% | 5.0% | 297 | +6,821 | 8.69% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 84,080 | 6,626 | 0.5% | 0.5% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 82,737 | 6,487 | 0.01% | 0.01% | 299 | -27,583 | -25.0% | Q1 2026 | May 15, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 82,716 | 6,485 | 2.5% | 2.49% | 300 | +994 | 1.22% | Q1 2026 | Apr 29, 2026 |
| SFAM, LLC | History | Added to | 82,033 | 6,432 | 5.97% | 5.67% | 301 | +3,292 | 4.18% | Q1 2026 | May 04, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 81,713 | 6,407 | 3.24% | 8.44% | 302 | -130,830 | -61.55% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 81,622 | 6,400 | 0.03% | 0.06% | 303 | -42,321 | -34.15% | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 81,371 | 6,359 | 0.48% | 0.51% | 304 | -6,641 | -7.55% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 80,195 | 6,288 | 4.6% | 4.46% | 305 | +2,834 | 3.66% | Q1 2026 | May 08, 2026 |
| Arcataur Capital Management LLC | History | Added to | 80,188 | 6,287 | 1.75% | 1.76% | 306 | +2,068 | 2.65% | Q1 2026 | Apr 22, 2026 |
| Centennial Bank/AR/ | History | Added to | 80,028 | 6,274 | 2.25% | 1.9% | 307 | +19,313 | 31.81% | Q1 2026 | May 06, 2026 |
| Bull Oak Capital, LLC | History | Added to | 79,367 | 6,223 | 2.39% | 2.22% | 308 | +10,323 | 14.95% | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 78,699 | 6,170 | 1.55% | 1.42% | 309 | +1,393 | 1.8% | Q1 2026 | Apr 30, 2026 |
| BANK OF HAWAII | History | Added to | 78,659 | 6,167 | 0.32% | 0.3% | 310 | +1,374 | 1.78% | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | Reduced | 78,274 | 6,137 | 0.03% | 0.03% | 311 | -8,528 | -9.82% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 78,255 | 6,135 | 0.27% | 0.26% | 312 | +5,067 | 6.92% | Q1 2026 | May 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 78,235 | 6,134 | 0.44% | 0.52% | 313 | -24,271 | -23.68% | Q1 2026 | Apr 16, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 77,905 | 6,099 | 5.35% | 5.14% | 314 | +7,770 | 11.08% | Q1 2026 | May 07, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | Added to | 77,335 | 6,063 | 0.37% | 0.2% | 315 | +35,941 | 86.83% | Q1 2026 | Apr 15, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 76,495 | 5,997 | 3.78% | 3.51% | 316 | +5,918 | 8.39% | Q1 2026 | Apr 07, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 76,357 | 5,987 | 2.71% | 3.01% | 317 | -8,105 | -9.6% | Q1 2026 | May 14, 2026 |
| Members Advisory Group LLC | History | New | 75,879 | 5,949 | 2.04% | — | 318 | +75,879 | New | Q1 2026 | May 05, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 75,734 | 5,938 | 3.88% | 3.49% | 319 | +4,767 | 6.72% | Q1 2026 | Apr 21, 2026 |
| Financial Plan, Inc. | History | Reduced | 75,695 | 5,935 | 0.64% | 0.69% | 320 | -1,039 | -1.35% | Q1 2026 | Apr 24, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 73,690 | 5,778 | 6.29% | 7.44% | 321 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 73,480 | 5,761 | 0.41% | 0.38% | 322 | +2,980 | 4.23% | Q1 2026 | Apr 28, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 72,475 | 5,682 | 0.6% | 0.58% | 323 | -79 | -0.11% | Q1 2026 | Apr 28, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 72,505 | 5,677 | 2.51% | 2.35% | 324 | +160 | 0.22% | Q1 2026 | Apr 01, 2026 |
| Darrow Company, Inc. | History | Reduced | 72,106 | 5,653 | 2.54% | 2.6% | 325 | -1,304 | -1.78% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 71,120 | 5,576 | 0.07% | 0.11% | 326 | -29,615 | -29.4% | Q1 2026 | Apr 23, 2026 |
| VestGen Advisors, LLC | History | Reduced | 71,491 | 5,574 | 0.15% | 0.44% | 327 | -61,121 | -46.09% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 70,976 | 5,565 | 0.04% | 0.04% | 328 | -2,834 | -3.84% | Q1 2026 | May 12, 2026 |
| Manuka Financial, LLC | History | Added to | 70,364 | 5,517 | 3.41% | 3.3% | 329 | +2,817 | 4.17% | Q1 2026 | May 07, 2026 |
| Prosperity Planning, Inc. | History | Added to | 70,105 | 5,496 | 1.39% | 1.44% | 330 | +164 | 0.23% | Q1 2026 | Apr 10, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 70,067 | 5,493 | 2.98% | 2.9% | 331 | +3,275 | 4.9% | Q1 2026 | Apr 29, 2026 |
| Ridgewood Investments LLC | History | New | 69,547 | 5,453 | 2.23% | — | 332 | +69,547 | New | Q1 2026 | Apr 03, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 69,223 | 5,427 | 0.64% | 0.53% | 333 | +18,993 | 37.81% | Q1 2026 | Apr 30, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 68,718 | 5,388 | 4.91% | 5.23% | 334 | -958 | -1.37% | Q1 2026 | Apr 15, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 68,644 | 5,382 | 4.77% | 4.35% | 335 | +5,430 | 8.59% | Q1 2026 | Apr 10, 2026 |
| DGS Capital Management, LLC | History | Added to | 67,822 | 5,317 | 0.87% | 0.68% | 336 | +17,083 | 33.67% | Q1 2026 | Apr 28, 2026 |
| JMN Financial LLC | History | Added to | 67,721 | 5,310 | 5.22% | 3.98% | 337 | +17,082 | 33.73% | Q1 2026 | May 15, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 67,374 | 5,282 | 1.8% | 1.92% | 338 | +1,389 | 2.11% | Q1 2026 | Apr 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 66,929 | 5,247 | 0.2% | 0.21% | 339 | -5,235 | -7.25% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | Added to | 66,709 | 5,230 | 0.4% | 0.37% | 340 | +37,245 | 126.41% | Q1 2026 | Apr 28, 2026 |
| Apex Wealth Management, LLC | History | New | 63,357 | 4,967 | 3.41% | — | 341 | +63,357 | New | Q1 2026 | Apr 15, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 62,905 | 4,932 | 4.0% | 3.98% | 342 | +2,177 | 3.58% | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 62,860 | 4,928 | 0.88% | 0.96% | 343 | -129 | -0.2% | Q1 2026 | May 08, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 62,702 | 4,916 | 1.0% | 1.15% | 344 | -11,371 | -15.35% | Q1 2026 | Apr 15, 2026 |
| Valpey Financial Services, LLC | History | Added to | 62,607 | 4,909 | 3.19% | 3.1% | 345 | +945 | 1.53% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 62,517 | 4,901 | 0.09% | 0.08% | 346 | +4,312 | 7.41% | Q1 2026 | Apr 10, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 62,514 | 4,901 | 2.53% | 2.67% | 347 | -3,696 | -5.58% | Q1 2026 | Apr 10, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 61,955 | 4,857 | 0.25% | 0.22% | 348 | -2,361 | -3.67% | Q1 2026 | Apr 28, 2026 |
| Neumann Capital Management, LLC | History | Added to | 61,618 | 4,831 | 1.42% | 1.31% | 349 | +4,156 | 7.23% | Q1 2026 | Apr 13, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 61,437 | 4,817 | 0.92% | 0.99% | 350 | -108 | -0.18% | Q1 2026 | Apr 20, 2026 |
| Somnio Financial Group, LLC | History | Added to | 61,356 | 4,810 | 3.16% | 3.15% | 351 | +896 | 1.48% | Q1 2026 | Apr 09, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 61,032 | 4,785 | 1.6% | 1.57% | 352 | +523 | 0.86% | Q1 2026 | Apr 29, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 60,919 | 4,776 | 3.32% | 3.28% | 353 | +1,742 | 2.94% | Q1 2026 | Apr 08, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 60,505 | 4,744 | 0.84% | 1.11% | 354 | -4,439 | -6.84% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 59,986 | 4,703 | 0.01% | 0.01% | 355 | +1,380 | 2.35% | Q1 2026 | May 05, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 59,390 | 4,660 | 0.31% | 0.31% | 356 | -3,551 | -5.64% | Q1 2026 | May 13, 2026 |
| Karpus Management, Inc. | History | Reduced | 59,395 | 4,657 | 0.15% | 0.15% | 357 | -900 | -1.49% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 58,877 | 4,640 | 0.14% | 0.14% | 358 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 58,806 | 4,610 | 0.03% | 0.02% | 359 | +22,722 | 62.97% | Q1 2026 | May 15, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 58,630 | 4,597 | 1.36% | 1.25% | 360 | +5,966 | 11.33% | Q1 2026 | May 06, 2026 |
| TI-TRUST, INC | History | Added to | 58,299 | 4,571 | 2.72% | 2.64% | 361 | +4,052 | 7.47% | Q1 2026 | Apr 28, 2026 |
| WELCH & FORBES LLC | History | Reduced | 57,819 | 4,533 | 0.06% | 0.06% | 362 | -1,172 | -1.99% | Q1 2026 | May 01, 2026 |
| DBK Financial Counsel, LLC | History | No change | 56,654 | 4,464 | 3.43% | 3.43% | 363 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | No change | 56,507 | 4,453 | 0.15% | 0.15% | 364 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 56,487 | 4,451 | 0.0% | 0.0% | 365 | -901 | -1.57% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 56,405 | 4,407 | 0.01% | 0.01% | 366 | +27,155 | 92.84% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 55,685 | 4,366 | 0.06% | 0.13% | 367 | -61,210 | -52.36% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Added to | 55,691 | 4,366 | 2.58% | 2.32% | 368 | +7,250 | 14.97% | Q1 2026 | May 08, 2026 |
| FIDELIS iM, LLC | History | Reduced | 55,484 | 4,350 | 1.65% | 1.74% | 369 | -1,395 | -2.45% | Q1 2026 | Apr 29, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 55,363 | 4,341 | 0.48% | 0.46% | 370 | +3,364 | 6.47% | Q1 2026 | May 11, 2026 |
| Courage Miller Partners, LLC | History | Added to | 55,128 | 4,322 | 1.22% | 1.3% | 371 | +263 | 0.48% | Q1 2026 | Apr 24, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 54,988 | 4,311 | 1.43% | 1.95% | 372 | -13,044 | -19.17% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 54,717 | 4,290 | 0.01% | 0.02% | 373 | -71,256 | -56.56% | Q1 2026 | May 15, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 54,073 | 4,239 | 3.2% | 3.16% | 374 | +1,480 | 2.81% | Q1 2026 | May 15, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 53,881 | 4,224 | 2.53% | 2.5% | 375 | -1,968 | -3.52% | Q1 2026 | May 01, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 53,310 | 4,180 | 1.02% | 0.33% | 377 | +39,167 | 276.94% | Q1 2026 | Apr 13, 2026 |
| Haverford Trust Co | History | Reduced | 53,310 | 4,180 | 0.04% | 0.04% | 376 | -660 | -1.22% | Q1 2026 | May 11, 2026 |
| Wealth Architects, LLC | History | Reduced | 53,182 | 4,170 | 0.37% | 0.38% | 378 | -285 | -0.53% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 53,106 | 4,164 | 0.12% | 0.11% | 379 | +3,412 | 6.87% | Q1 2026 | May 04, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 52,933 | 4,150 | 3.81% | 3.84% | 380 | -541 | -1.01% | Q1 2026 | Apr 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 52,671 | 4,129 | 0.28% | 0.35% | 381 | -12,010 | -18.57% | Q1 2026 | May 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 52,224 | 4,094 | 0.33% | 0.5% | 382 | -28,842 | -35.58% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 52,190 | 4,093 | 0.03% | 0.04% | 383 | -6,903 | -11.68% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 51,105 | 4,007 | 0.0% | 0.0% | 384 | -993 | -1.91% | Q1 2026 | May 12, 2026 |
| FLC Capital Advisors | History | Added to | 50,724 | 3,977 | 0.71% | 0.72% | 385 | +1,458 | 2.96% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 50,545 | 3,963 | 0.26% | 0.26% | 386 | -681 | -1.33% | Q1 2026 | Apr 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 49,995 | 3,920 | 0.02% | 0.02% | 387 | -580 | -1.15% | Q1 2026 | May 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 49,528 | 3,878 | 0.25% | 0.17% | 388 | +1,455 | 3.03% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 49,219 | 3,878 | 0.07% | 0.07% | 389 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 49,457 | 3,877 | 0.35% | 0.37% | 390 | -436 | -0.87% | Q1 2026 | May 14, 2026 |
| Sage Investment Advisers LLC | History | Added to | 49,543 | 3,872 | 2.87% | 2.79% | 391 | +2,301 | 4.87% | Q1 2026 | Apr 10, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 49,066 | 3,847 | 0.16% | 0.18% | 392 | -3,736 | -7.08% | Q1 2026 | Apr 30, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 48,649 | 3,814 | 0.05% | 0.06% | 393 | -1,120 | -2.25% | Q1 2026 | Apr 10, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 48,472 | 3,800 | 0.78% | 0.71% | 394 | +3,434 | 7.62% | Q1 2026 | May 05, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 47,871 | 3,753 | 4.1% | 4.18% | 395 | +2,300 | 5.05% | Q1 2026 | May 05, 2026 |
| TCTC Holdings, LLC | History | No change | 47,755 | 3,744 | 0.11% | 0.11% | 396 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 47,528 | 3,726 | 0.04% | 0.04% | 397 | +4,488 | 10.43% | Q1 2026 | Apr 23, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 47,285 | 3,708 | 1.38% | 1.32% | 398 | +2,758 | 6.19% | Q1 2026 | Apr 13, 2026 |
| EASTERN BANK | History | Added to | 47,205 | 3,701 | 0.06% | 0.06% | 399 | +1,969 | 4.35% | Q1 2026 | Apr 07, 2026 |
| Vanguard National Trust Co | History | New | 46,890 | 3,676 | 0.23% | — | 400 | +46,890 | New | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Added to | 46,819 | 3,671 | 0.11% | 0.11% | 401 | +706 | 1.53% | Q1 2026 | Apr 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 46,799 | 3,669 | 0.24% | 0.21% | 402 | +4,596 | 10.89% | Q1 2026 | May 06, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 46,755 | 3,666 | 0.19% | 0.2% | 403 | +1,308 | 2.88% | Q1 2026 | Apr 27, 2026 |
| BLB&B Advisors, LLC | History | Added to | 46,591 | 3,653 | 0.15% | 0.13% | 404 | +7,077 | 17.91% | Q1 2026 | Apr 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 46,219 | 3,624 | 0.52% | 0.52% | 405 | +1,705 | 3.83% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 45,964 | 3,604 | 0.06% | 0.07% | 406 | +390 | 0.86% | Q1 2026 | May 18, 2026 |
| STEPHENS INC /AR/ | History | Added to | 45,591 | 3,574 | 0.04% | 0.04% | 407 | +2,200 | 5.07% | Q1 2026 | Apr 28, 2026 |
| HT Partners LLC | History | Added to | 45,510 | 3,568 | 1.08% | 1.05% | 408 | +634 | 1.41% | Q1 2026 | Apr 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 45,466 | 3,564 | 0.06% | 0.07% | 409 | -1,919 | -4.05% | Q1 2026 | May 04, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 45,331 | 3,554 | 1.4% | 1.4% | 410 | -309 | -0.68% | Q1 2026 | Apr 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 45,175 | 3,544 | 0.04% | 0.04% | 411 | +2,666 | 6.27% | Q1 2026 | May 12, 2026 |
| Vistica Wealth Advisors, LLC | History | Added to | 45,101 | 3,536 | 3.52% | 2.95% | 412 | +7,470 | 19.85% | Q1 2026 | Apr 23, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 45,022 | 3,530 | 1.46% | 1.35% | 414 | +3,300 | 7.91% | Q1 2026 | Apr 08, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 45,023 | 3,530 | 0.7% | 0.73% | 413 | +701 | 1.58% | Q1 2026 | Apr 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 44,892 | 3,519 | 1.39% | 1.37% | 415 | +2,058 | 4.8% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 44,818 | 3,514 | 0.12% | 0.13% | 417 | -3,537 | -7.31% | Q1 2026 | May 06, 2026 |
| Carnegie Investment Counsel | History | Reduced | 44,828 | 3,514 | 0.07% | 0.07% | 416 | -70 | -0.16% | Q1 2026 | May 01, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 44,548 | 3,493 | 0.29% | 0.02% | 418 | +41,184 | 1224.26% | Q1 2026 | May 07, 2026 |
| Red Mountain Financial, LLC | History | Added to | 44,176 | 3,463 | 3.26% | 3.32% | 419 | +1,292 | 3.01% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | Added to | 43,913 | 3,443 | 0.31% | 0.26% | 420 | +6,994 | 18.94% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Reduced | 43,330 | 3,397 | 0.02% | 0.03% | 421 | -7,425 | -14.63% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | Added to | 43,290 | 3,394 | 0.04% | 0.01% | 422 | +38,539 | 811.18% | Q1 2026 | May 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 43,251 | 3,391 | 0.3% | 0.29% | 423 | +1,377 | 3.29% | Q1 2026 | May 12, 2026 |
| Evensky & Katz LLC | History | Added to | 42,878 | 3,362 | 0.19% | 0.18% | 424 | +3,106 | 7.81% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 42,861 | 3,360 | 0.0% | 0.0% | 425 | -162,781 | -79.16% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 42,760 | 3,352 | 0.05% | 0.05% | 426 | -6,013 | -12.33% | Q1 2026 | May 01, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 42,538 | 3,335 | 0.42% | — | 427 | +42,538 | New | Q1 2026 | Apr 16, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 42,382 | 3,323 | 0.86% | 0.96% | 428 | -1,298 | -2.97% | Q1 2026 | May 11, 2026 |
| Traveka Wealth, LLC | History | Reduced | 42,167 | 3,306 | 1.26% | 1.37% | 429 | -525 | -1.23% | Q1 2026 | Apr 22, 2026 |
| Patten Group, Inc. | History | Reduced | 41,957 | 3,289 | 0.57% | 0.63% | 430 | -955 | -2.23% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 41,809 | 3,278 | 0.02% | 0.01% | 431 | +6,800 | 19.42% | Q1 2026 | May 14, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 41,615 | 3,263 | 0.46% | 0.44% | 432 | -18 | -0.04% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 41,430 | 3,248 | 0.24% | 0.24% | 433 | +460 | 1.12% | Q1 2026 | Apr 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 41,406 | 3,246 | 0.16% | 0.15% | 434 | +1,178 | 2.93% | Q1 2026 | May 04, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 40,526 | 3,177 | 0.45% | 0.46% | 435 | -1,683 | -3.99% | Q1 2026 | Apr 13, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 40,303 | 3,160 | 2.22% | 1.98% | 436 | +5,075 | 14.41% | Q1 2026 | Apr 22, 2026 |
| Towne Trust Company, N.A | History | Added to | 39,918 | 3,129 | 1.0% | 0.79% | 437 | +7,790 | 24.25% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 39,837 | 3,123 | 0.23% | 0.21% | 438 | +1,329 | 3.45% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 39,587 | 3,104 | 0.04% | 0.04% | 439 | +177 | 0.45% | Q1 2026 | Apr 28, 2026 |
| Pearl Planning LLC | History | Added to | 39,551 | 3,101 | 1.66% | 1.58% | 440 | +6,773 | 20.66% | Q1 2026 | Apr 30, 2026 |
| Forum Private Client Group LLC | History | Reduced | 39,443 | 3,092 | 1.03% | 1.23% | 441 | -6,196 | -13.58% | Q1 2026 | May 13, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 39,182 | 3,072 | 0.88% | 0.9% | 442 | -297 | -0.75% | Q1 2026 | Apr 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 39,144 | 3,069 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Performance Wealth Partners, LLC | History | No change | 38,504 | 3,019 | 0.09% | 0.08% | 444 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 38,109 | 2,988 | 1.46% | — | 445 | +38,109 | New | Q1 2026 | Apr 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 37,963 | 2,976 | 0.15% | 0.13% | 446 | +6,116 | 19.2% | Q1 2026 | Apr 23, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 37,881 | 2,970 | 2.8% | 2.88% | 447 | -848 | -2.19% | Q1 2026 | May 08, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 37,777 | 2,962 | 0.88% | 0.85% | 448 | -430 | -1.13% | Q1 2026 | Apr 20, 2026 |
| MCF Advisors LLC | History | Added to | 37,273 | 2,922 | 0.13% | 0.16% | 449 | +201 | 0.54% | Q1 2026 | May 11, 2026 |
| Aspirean Wealth, LLC | History | Reduced | 37,255 | 2,921 | 3.17% | 3.21% | 450 | -58 | -0.16% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 37,222 | 2,918 | 0.07% | 0.07% | 451 | +500 | 1.36% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 36,994 | 2,915 | 0.06% | 0.06% | 452 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prostatis Group LLC | History | Reduced | 37,050 | 2,905 | 0.74% | 0.79% | 453 | -5,188 | -12.28% | Q1 2026 | May 12, 2026 |
| Leo H. Evart, Inc. | History | New | 37,039 | 2,904 | 2.48% | — | 454 | +37,039 | New | Q1 2026 | May 13, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 36,997 | 2,900 | 1.66% | 1.24% | 455 | +9,563 | 34.86% | Q1 2026 | May 01, 2026 |
| FC Advisory LLC | History | Added to | 36,904 | 2,893 | 0.84% | 0.83% | 456 | +107 | 0.29% | Q1 2026 | Apr 14, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 36,360 | 2,851 | 0.19% | 0.19% | 457 | +1,084 | 3.07% | Q1 2026 | May 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 36,281 | 2,844 | 0.07% | 0.08% | 458 | -4,603 | -11.26% | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 35,716 | 2,800 | 0.12% | 0.14% | 459 | -3,224 | -8.28% | Q1 2026 | Apr 09, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 35,527 | 2,785 | 1.33% | 1.1% | 460 | +7,974 | 28.94% | Q1 2026 | Apr 09, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 35,411 | 2,776 | 1.2% | 1.27% | 462 | -4,294 | -10.81% | Q1 2026 | Apr 28, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 35,413 | 2,776 | 0.45% | 0.47% | 461 | -419 | -1.17% | Q1 2026 | Apr 07, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 35,093 | 2,751 | 0.44% | 0.48% | 463 | +1,799 | 5.4% | Q1 2026 | Apr 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 35,092 | 2,749 | 0.08% | 0.08% | 464 | +514 | 1.49% | Q1 2026 | May 11, 2026 |
| Woodside Wealth Management LLC | History | Added to | 34,917 | 2,737 | 2.14% | 1.77% | 465 | +4,849 | 16.13% | Q1 2026 | Apr 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 34,770 | 2,726 | 0.15% | 0.14% | 466 | +1,401 | 4.2% | Q1 2026 | Apr 08, 2026 |
| Legacy Financial Group LLC | History | Reduced | 34,394 | 2,696 | 0.34% | 0.36% | 467 | -2,676 | -7.22% | Q1 2026 | May 04, 2026 |
| Plancorp, LLC | History | Added to | 34,415 | 2,693 | 0.08% | 0.08% | 468 | +23 | 0.07% | Q1 2026 | Apr 14, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 34,224 | 2,683 | 1.6% | 1.88% | 469 | -7,160 | -17.3% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 33,879 | 2,656 | 0.67% | 0.63% | 470 | +3,182 | 10.37% | Q1 2026 | Apr 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 33,853 | 2,654 | 0.08% | 0.13% | 471 | -23,835 | -41.32% | Q1 2026 | May 11, 2026 |
| Greenspring Advisors, LLC | History | Added to | 33,830 | 2,652 | 0.16% | 0.16% | 472 | +386 | 1.15% | Q1 2026 | May 04, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 33,762 | 2,647 | 0.19% | 0.17% | 473 | +4,625 | 15.87% | Q1 2026 | Apr 20, 2026 |
| Jacobsen Capital Management | History | Added to | 33,402 | 2,619 | 0.88% | 0.84% | 474 | +928 | 2.86% | Q1 2026 | Apr 24, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 32,988 | 2,586 | 0.33% | 0.82% | 475 | -51,736 | -61.06% | Q1 2026 | Apr 07, 2026 |
| Avion Wealth | History | Reduced | 32,837 | 2,574 | 0.53% | 0.55% | 476 | -374 | -1.13% | Q1 2026 | May 01, 2026 |
| Columbia Asset Management | History | Added to | 32,707 | 2,564 | 0.49% | 0.46% | 477 | +16 | 0.05% | Q1 2026 | Apr 20, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 32,439 | 2,543 | 0.34% | 0.39% | 478 | +775 | 2.45% | Q1 2026 | Apr 08, 2026 |
| Roundview Capital LLC | History | Added to | 32,423 | 2,542 | 0.16% | 0.15% | 479 | +1,037 | 3.3% | Q1 2026 | May 08, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 32,400 | 2,540 | 1.69% | 1.73% | 480 | -2,194 | -6.34% | Q1 2026 | May 11, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 32,363 | 2,537 | 0.39% | 0.34% | 481 | +1,161 | 3.72% | Q1 2026 | May 06, 2026 |
| American Investment Services, Inc. | History | Added to | 32,288 | 2,531 | 0.56% | 0.53% | 482 | +3,393 | 11.74% | Q1 2026 | May 13, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 32,234 | 2,527 | 1.29% | 1.29% | 483 | -527 | -1.61% | Q1 2026 | Apr 22, 2026 |
| Enstar Group LTD | History | No change | 32,166 | 2,522 | 1.16% | 0.98% | 484 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 31,760 | 2,490 | 0.06% | 0.06% | 485 | +348 | 1.11% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 31,768 | 2,487 | 1.27% | — | 487 | +31,768 | New | Q1 2026 | May 15, 2026 |
| Compass Wealth Management LLC | History | Added to | 31,721 | 2,487 | 0.61% | 0.47% | 486 | +7,740 | 32.28% | Q1 2026 | Apr 20, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 31,494 | 2,469 | 0.03% | 0.03% | 488 | -3,701 | -10.52% | Q1 2026 | May 08, 2026 |
| Old Port Advisors | History | Added to | 31,358 | 2,458 | 0.57% | 0.6% | 489 | +149 | 0.48% | Q1 2026 | Apr 06, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 31,152 | 2,442 | 1.18% | 1.0% | 490 | +5,369 | 20.82% | Q1 2026 | Apr 29, 2026 |
| Calamos Advisors LLC | History | New | 30,941 | 2,426 | 0.01% | — | 493 | +30,941 | New | Q1 2026 | May 04, 2026 |
| Level Wealth Management LLC | History | Added to | 30,947 | 2,426 | 1.14% | 1.22% | 492 | +682 | 2.25% | Q1 2026 | Apr 27, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 30,941 | 2,426 | 0.08% | 0.09% | 491 | -441 | -1.41% | Q1 2026 | May 04, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 30,694 | 2,406 | 0.85% | 0.86% | 494 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 30,518 | 2,392 | 0.15% | 0.15% | 495 | +1,247 | 4.26% | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | Added to | 30,485 | 2,390 | 0.12% | 0.11% | 496 | +1,196 | 4.08% | Q1 2026 | May 05, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 30,236 | 2,370 | 1.52% | 1.46% | 497 | +2,254 | 8.06% | Q1 2026 | May 04, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 30,191 | 2,367 | 0.81% | 0.88% | 498 | -725 | -2.35% | Q1 2026 | Apr 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 29,761 | 2,333 | 0.73% | 0.72% | 499 | +775 | 2.67% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 29,618 | 2,322 | 0.15% | 0.15% | 500 | +123 | 0.42% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 29,554 | 2,317 | 0.05% | 0.05% | 501 | -724 | -2.39% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 29,492 | 2,312 | 0.02% | 0.01% | 502 | +6,924 | 30.68% | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 29,338 | 2,300 | 0.26% | 0.27% | 503 | -793 | -2.63% | Q1 2026 | May 01, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 29,202 | 2,289 | 0.07% | 0.08% | 504 | -1,201 | -3.95% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 29,072 | 2,279 | 0.17% | 0.15% | 505 | +3,622 | 14.23% | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | Reduced | 28,469 | 2,232 | 0.21% | 0.42% | 506 | -26,825 | -48.51% | Q1 2026 | Apr 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 28,441 | 2,230 | 0.23% | 0.26% | 507 | -1,676 | -5.56% | Q1 2026 | Apr 30, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 28,379 | 2,225 | 0.25% | 0.22% | 508 | +3,445 | 13.82% | Q1 2026 | Apr 16, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 28,223 | 2,212 | 0.67% | 0.68% | 509 | -837 | -2.88% | Q1 2026 | Apr 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 28,205 | 2,211 | 0.04% | 0.05% | 510 | -7,538 | -21.09% | Q1 2026 | Apr 21, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 28,111 | 2,204 | 0.47% | — | 511 | +28,111 | New | Q1 2026 | May 15, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 28,087 | 2,202 | 1.03% | 1.26% | 512 | -3,800 | -11.92% | Q1 2026 | Apr 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 28,068 | 2,200 | 1.4% | 1.47% | 513 | +460 | 1.67% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | Reduced | 27,984 | 2,186 | 0.02% | 0.03% | 514 | -2,160 | -7.17% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 27,692 | 2,182 | 0.11% | 0.1% | 515 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 27,791 | 2,179 | 0.05% | 0.05% | 516 | -521 | -1.84% | Q1 2026 | May 12, 2026 |
| Massachusetts Wealth Management | History | Reduced | 27,742 | 2,175 | 0.94% | 1.04% | 517 | -513 | -1.82% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 27,725 | 2,173 | 0.05% | 0.05% | 518 | -2,420 | -8.03% | Q1 2026 | Apr 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 27,606 | 2,164 | 1.05% | 1.13% | 519 | -1,088 | -3.79% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 27,407 | 2,156 | 0.01% | 0.01% | 520 | +12,899 | 88.91% | Q1 2026 | May 15, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 27,506 | 2,156 | 1.61% | 1.07% | 521 | +10,344 | 60.27% | Q1 2026 | Apr 10, 2026 |
| Navalign, LLC | History | Reduced | 27,397 | 2,148 | 0.54% | 0.53% | 522 | -198 | -0.72% | Q1 2026 | Apr 29, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 27,321 | 2,142 | 0.61% | 0.79% | 523 | -7,527 | -21.6% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 27,292 | 2,139 | 0.04% | 0.05% | 524 | -8,175 | -23.05% | Q1 2026 | May 05, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 27,259 | 2,137 | 0.99% | 1.01% | 525 | -405 | -1.46% | Q1 2026 | May 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 27,251 | 2,136 | 0.28% | 0.26% | 526 | +1,094 | 4.18% | Q1 2026 | Apr 08, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 27,215 | 2,133 | 1.1% | 1.06% | 527 | +466 | 1.74% | Q1 2026 | May 01, 2026 |
| GreatBanc Trust CO | History | Reduced | 27,121 | 2,126 | 1.49% | 1.58% | 528 | -1,329 | -4.67% | Q1 2026 | Apr 30, 2026 |
| Thomasville National Bank | History | No change | 26,892 | 2,119 | 0.13% | 0.13% | 529 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Reduced | 27,018 | 2,118 | 1.9% | 2.01% | 530 | -112 | -0.41% | Q1 2026 | Apr 28, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 26,913 | 2,110 | 0.23% | 0.25% | 531 | -834 | -3.01% | Q1 2026 | Apr 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 26,472 | 2,091 | 0.22% | 0.23% | 532 | +4,213 | 18.93% | Q1 2026 | Apr 23, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 26,603 | 2,085 | 0.18% | 0.2% | 533 | -382 | -1.42% | Q1 2026 | Apr 09, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 26,538 | 2,080 | 1.57% | 1.68% | 534 | +201 | 0.76% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Added to | 26,505 | 2,078 | 0.07% | 0.07% | 535 | +535 | 2.06% | Q1 2026 | Apr 22, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 26,468 | 2,075 | 0.82% | 0.75% | 536 | +3,019 | 12.87% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 26,114 | 2,047 | 0.06% | 0.06% | 537 | +6,710 | 34.58% | Q1 2026 | May 07, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 26,065 | 2,043 | 2.3% | 2.1% | 538 | +1,969 | 8.17% | Q1 2026 | Apr 14, 2026 |
| PW Nova Financial Services LLC | History | Added to | 26,058 | 2,043 | 0.51% | 0.75% | 539 | +983 | 3.92% | Q1 2026 | Apr 15, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 25,968 | 2,036 | 0.35% | 0.42% | 540 | -3,983 | -13.3% | Q1 2026 | May 12, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 25,902 | 2,030 | 0.2% | 0.2% | 541 | -192 | -0.74% | Q1 2026 | May 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 25,811 | 2,023 | 0.67% | 0.68% | 542 | +2,281 | 9.69% | Q1 2026 | May 12, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 25,639 | 2,010 | 0.22% | — | 544 | +25,639 | New | Q1 2026 | Apr 21, 2026 |
| Fiduciary Group, LLC | History | Reduced | 25,637 | 2,010 | 0.17% | 0.18% | 543 | -2,216 | -7.96% | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 25,549 | 2,003 | 0.11% | 0.08% | 545 | +5,299 | 26.17% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 25,460 | 1,996 | 0.04% | 0.04% | 546 | +2,553 | 11.15% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 25,293 | 1,983 | 0.07% | 0.06% | 547 | +2,839 | 12.64% | Q1 2026 | Apr 07, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 25,000 | 1,960 | 0.03% | 0.03% | 548 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 24,913 | 1,953 | 0.24% | 0.23% | 549 | +681 | 2.81% | Q1 2026 | May 05, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 24,889 | 1,951 | 1.47% | 1.5% | 550 | -87 | -0.35% | Q1 2026 | Apr 16, 2026 |
| BOKF, NA | History | Added to | 24,758 | 1,941 | 0.03% | 0.03% | 551 | +402 | 1.65% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 24,840 | 1,941 | 0.1% | 0.09% | 552 | +134 | 0.54% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 24,674 | 1,934 | 0.01% | 0.01% | 553 | -755 | -2.97% | Q1 2026 | May 13, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 24,626 | 1,930 | 0.11% | 0.1% | 554 | +1,440 | 6.21% | Q1 2026 | Apr 29, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 24,482 | 1,919 | 0.06% | 0.06% | 555 | +2,662 | 12.2% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Added to | 24,092 | 1,889 | 0.09% | 0.07% | 556 | +5,522 | 29.74% | Q1 2026 | Apr 27, 2026 |
| Family Legacy, Inc. | History | Reduced | 24,016 | 1,883 | 0.57% | 0.58% | 557 | -440 | -1.8% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 23,982 | 1,880 | 0.28% | 0.29% | 558 | +101 | 0.42% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 23,871 | 1,872 | 0.05% | 0.05% | 559 | +451 | 1.93% | Q1 2026 | Apr 21, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 23,841 | 1,869 | 0.28% | 0.25% | 560 | +1,674 | 7.55% | Q1 2026 | Apr 24, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 23,829 | 1,868 | 1.01% | 1.02% | 561 | +451 | 1.93% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 23,753 | 1,862 | 0.01% | — | 562 | +23,753 | New | Q1 2026 | May 12, 2026 |
| Hardy Reed LLC | History | Reduced | 23,666 | 1,855 | 0.14% | 0.14% | 563 | -993 | -4.03% | Q1 2026 | Apr 28, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 23,548 | 1,846 | 0.61% | 0.55% | 564 | +3,115 | 15.24% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 23,503 | 1,842 | 0.07% | 0.05% | 565 | +10,173 | 76.32% | Q1 2026 | May 19, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 23,303 | 1,827 | 0.09% | 0.09% | 566 | +1,536 | 7.06% | Q1 2026 | Apr 15, 2026 |
| PAX Financial Group, LLC | History | Reduced | 23,140 | 1,814 | 0.31% | 0.34% | 567 | -1,906 | -7.61% | Q1 2026 | Apr 27, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 23,009 | 1,804 | 0.18% | 0.13% | 568 | +6,360 | 38.2% | Q1 2026 | May 08, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 22,888 | 1,794 | 0.15% | 0.14% | 569 | +2,470 | 12.1% | Q1 2026 | Apr 08, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 22,777 | 1,785 | 0.12% | 0.12% | 570 | +146 | 0.65% | Q1 2026 | Apr 29, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 22,761 | 1,784 | 0.27% | 0.3% | 571 | -1,044 | -4.39% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 22,452 | 1,760 | 0.07% | 0.03% | 572 | +18,911 | 534.06% | Q1 2026 | May 15, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 22,397 | 1,756 | 0.45% | 0.48% | 573 | -1,514 | -6.33% | Q1 2026 | Apr 08, 2026 |
| ATLas Financial Planning LLC | History | Added to | 22,282 | 1,747 | 1.57% | 1.32% | 574 | +5,253 | 30.85% | Q1 2026 | Apr 27, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 22,100 | 1,732 | 0.33% | 0.31% | 575 | +3,084 | 16.22% | Q1 2026 | Apr 21, 2026 |
| PROTECTIVE LIFE CORP | History | New | 22,053 | 1,729 | 5.75% | — | 576 | +22,053 | New | Q1 2026 | May 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 21,687 | 1,700 | 0.05% | 0.08% | 577 | -13,050 | -37.57% | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | Reduced | 21,616 | 1,695 | 0.05% | 0.08% | 578 | -1,582 | -6.82% | Q1 2026 | Apr 21, 2026 |
| Oak Grove Capital LLC | History | New | 21,290 | 1,669 | 0.14% | — | 579 | +21,290 | New | Q1 2026 | May 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 21,126 | 1,656 | 0.49% | 0.51% | 580 | -1,072 | -4.83% | Q1 2026 | Apr 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 21,071 | 1,652 | 0.1% | 0.01% | 581 | -20,830 | -49.71% | Q1 2026 | May 12, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 21,046 | 1,650 | 0.19% | 0.33% | 582 | -14,733 | -41.18% | Q1 2026 | Apr 07, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 21,046 | 1,650 | 0.03% | 0.02% | 583 | +8,632 | 69.53% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 21,043 | 1,649 | 0.34% | 0.36% | 584 | -819 | -3.75% | Q1 2026 | Apr 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 20,925 | 1,640 | 0.05% | 0.05% | 585 | +1,272 | 6.47% | Q1 2026 | May 14, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 20,895 | 1,638 | 0.62% | 0.63% | 586 | +317 | 1.54% | Q1 2026 | Apr 21, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 20,871 | 1,636 | 0.4% | — | 587 | +20,871 | New | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | Added to | 20,822 | 1,632 | 0.02% | 0.02% | 588 | +2,876 | 16.03% | Q1 2026 | May 11, 2026 |
| One Wealth Map LLC | History | Added to | 20,732 | 1,618 | 0.76% | 0.78% | 589 | +1,261 | 6.48% | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Added to | 20,532 | 1,609 | 0.09% | 0.06% | 590 | +1,839 | 9.84% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 20,228 | 1,586 | 0.08% | 0.07% | 591 | +3,519 | 21.06% | Q1 2026 | May 07, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 20,237 | 1,582 | 0.47% | 0.55% | 592 | -2,222 | -9.89% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 20,070 | 1,573 | 0.0% | 0.0% | 593 | -2,550 | -11.27% | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 19,927 | 1,562 | 0.07% | 0.07% | 594 | -217 | -1.08% | Q1 2026 | Apr 29, 2026 |
| Powerhouse Assets LLC | History | Added to | 19,878 | 1,558 | 1.36% | 1.38% | 595 | +13 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 19,791 | 1,551 | 0.02% | 0.03% | 596 | -2,966 | -13.03% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 19,760 | 1,549 | 0.0% | 0.0% | 598 | -3,402 | -14.69% | Q1 2026 | May 14, 2026 |
| Allen Investment Management, LLC | History | Added to | 19,766 | 1,549 | 0.02% | 0.02% | 597 | +315 | 1.62% | Q1 2026 | May 07, 2026 |
| NBT BANK N A /NY | History | Added to | 19,723 | 1,546 | 0.1% | 0.1% | 599 | +27 | 0.14% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Reduced | 19,687 | 1,543 | 0.0% | 0.0% | 600 | -4,214 | -17.63% | Q1 2026 | May 15, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 19,551 | 1,532 | 0.24% | 0.26% | 601 | -876 | -4.29% | Q1 2026 | May 01, 2026 |
| PCM Encore, LLC | History | Reduced | 19,448 | 1,524 | 0.31% | 0.39% | 602 | -3,583 | -15.56% | Q1 2026 | May 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 19,254 | 1,509 | 0.55% | 0.6% | 603 | -3,656 | -15.96% | Q1 2026 | May 12, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 19,222 | 1,507 | 1.01% | 1.09% | 604 | -1,189 | -5.83% | Q1 2026 | Apr 29, 2026 |
| Hickory Point Bank & Trust | History | Added to | 19,215 | 1,506 | 0.99% | 0.81% | 605 | +5,115 | 36.28% | Q1 2026 | Apr 03, 2026 |
| Parisi Gray Wealth Management | History | New | 19,201 | 1,505 | 0.36% | — | 606 | +19,201 | New | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 19,177 | 1,503 | 0.01% | 0.01% | 607 | +5,963 | 45.13% | Q1 2026 | May 15, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 19,099 | 1,497 | 0.4% | 0.42% | 608 | -1 | -0.01% | Q1 2026 | Apr 24, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 18,937 | 1,484 | 0.1% | 0.12% | 609 | +3 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Security Financial Services, INC. | History | No change | 18,788 | 1,480 | 0.23% | 0.23% | 610 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| M Holdings Securities, Inc. | History | Added to | 18,937 | 1,478 | 0.1% | 0.1% | 611 | +665 | 3.64% | Q1 2026 | May 12, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 18,783 | 1,472 | 0.79% | 0.8% | 612 | -634 | -3.27% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 18,696 | 1,465 | 0.05% | 0.04% | 613 | +3,041 | 19.43% | Q1 2026 | May 07, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 18,592 | 1,457 | 1.31% | — | 614 | +18,592 | New | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | Added to | 18,564 | 1,455 | 0.03% | 0.02% | 615 | +9,105 | 96.26% | Q1 2026 | May 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 18,283 | 1,433 | 0.18% | 0.25% | 616 | +1,712 | 10.33% | Q1 2026 | May 18, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 18,100 | 1,419 | 0.01% | 0.01% | 617 | -293 | -1.59% | Q1 2026 | Apr 24, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 18,066 | 1,416 | 1.22% | 0.9% | 618 | +4,610 | 34.26% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 18,050 | 1,415 | 0.06% | 0.05% | 619 | +3,372 | 22.97% | Q1 2026 | Apr 28, 2026 |
| Verum Partners LLC | History | Reduced | 18,029 | 1,413 | 0.27% | 0.35% | 620 | -3,818 | -17.48% | Q1 2026 | Apr 15, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 17,841 | 1,398 | 0.53% | 0.53% | 621 | +232 | 1.32% | Q1 2026 | May 11, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 17,772 | 1,394 | 0.52% | 0.56% | 622 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Womack Financial LLC | History | Reduced | 17,677 | 1,386 | 1.02% | 1.09% | 624 | -1,109 | -5.9% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 17,679 | 1,386 | 0.04% | 0.04% | 623 | -535 | -2.94% | Q1 2026 | Apr 13, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 17,456 | 1,368 | 0.16% | 0.22% | 625 | -7,077 | -28.85% | Q1 2026 | May 06, 2026 |
| Argent Trust Co | History | Added to | 17,428 | 1,366 | 0.05% | 0.03% | 626 | +5,823 | 50.18% | Q1 2026 | May 13, 2026 |
| Aegis Wealth Management LLC | History | Added to | 17,235 | 1,351 | 0.77% | 0.74% | 627 | +702 | 4.25% | Q1 2026 | Apr 22, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 17,206 | 1,349 | 0.3% | 0.31% | 628 | -516 | -2.91% | Q1 2026 | Apr 03, 2026 |
| Aries Wealth Management | History | Reduced | 17,026 | 1,335 | 0.29% | 0.3% | 629 | -130 | -0.76% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 16,986 | 1,331 | 0.01% | — | 630 | +16,986 | New | Q1 2026 | May 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 16,889 | 1,324 | 0.02% | 0.02% | 631 | +3,072 | 22.23% | Q1 2026 | Apr 21, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 16,700 | 1,309 | 0.44% | 0.45% | 632 | -686 | -3.95% | Q1 2026 | Apr 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 16,620 | 1,303 | 0.12% | 0.12% | 633 | -340 | -2.0% | Q1 2026 | Apr 27, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 16,461 | 1,290 | 0.67% | 0.56% | 634 | -9 | -0.05% | Q1 2026 | Apr 21, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 16,373 | 1,283 | 0.42% | 0.64% | 635 | +80 | 0.49% | Q1 2026 | Apr 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 16,292 | 1,277 | 0.0% | 0.0% | 636 | +4,394 | 36.93% | Q1 2026 | May 15, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 16,259 | 1,274 | 1.18% | 1.03% | 637 | +1,340 | 8.98% | Q1 2026 | Apr 07, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 16,136 | 1,265 | 0.09% | 0.1% | 638 | -414 | -2.5% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Reduced | 16,045 | 1,258 | 0.03% | 0.03% | 639 | -2,567 | -13.79% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 16,033 | 1,257 | 0.11% | 0.05% | 640 | +8,719 | 119.21% | Q1 2026 | May 15, 2026 |
| BDFS Capital LLC | History | Reduced | 16,006 | 1,255 | 0.6% | 0.64% | 641 | -47 | -0.29% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 15,912 | 1,247 | 0.07% | 0.02% | 642 | +10,741 | 207.72% | Q1 2026 | May 11, 2026 |
| LongView Wealth Management | History | Reduced | 15,860 | 1,244 | 0.31% | 0.38% | 643 | -4,340 | -21.49% | Q1 2026 | Apr 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 15,874 | 1,238 | 0.28% | 0.29% | 644 | +905 | 6.05% | Q1 2026 | May 08, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 15,640 | 1,226 | 0.7% | 0.74% | 645 | +455 | 3.0% | Q1 2026 | Apr 22, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 15,550 | 1,219 | 0.18% | — | 646 | +15,550 | New | Q1 2026 | Apr 24, 2026 |
| Aureus Asset Management, LLC | History | Added to | 15,468 | 1,212 | 0.08% | 0.07% | 647 | +2,048 | 15.26% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 15,359 | 1,204 | 0.01% | 0.02% | 648 | +602 | 4.08% | Q1 2026 | May 11, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 15,224 | 1,193 | 0.23% | 0.21% | 649 | +1,265 | 9.06% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | Added to | 15,207 | 1,192 | 0.13% | 0.13% | 650 | +1,289 | 9.26% | Q1 2026 | Apr 29, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 15,138 | 1,186 | 0.39% | 0.42% | 651 | -16 | -0.11% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 15,056 | 1,180 | 0.07% | 0.07% | 652 | +80 | 0.53% | Q1 2026 | Apr 24, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | No change | 15,000 | 1,176 | 0.04% | 0.04% | 653 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TRUST CO OF VERMONT | History | No change | 14,908 | 1,174 | 0.05% | 0.05% | 654 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 14,739 | 1,155 | 0.16% | 0.14% | 655 | +134 | 0.92% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 14,700 | 1,148 | 0.23% | 0.38% | 656 | -898 | -5.76% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,571 | 1,142 | 0.05% | 0.05% | 657 | +526 | 3.75% | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 14,491 | 1,136 | 0.04% | 0.04% | 658 | -871 | -5.67% | Q1 2026 | Apr 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | New | 14,425 | 1,131 | 0.1% | — | 659 | +14,425 | New | Q1 2026 | Apr 15, 2026 |
| MOTCO | History | Reduced | 14,397 | 1,128 | 0.1% | 0.17% | 660 | -9,461 | -39.66% | Q1 2026 | Apr 22, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 14,340 | 1,124 | 0.51% | 0.51% | 661 | -40 | -0.28% | Q1 2026 | Apr 27, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 14,299 | 1,121 | 0.04% | 0.01% | 662 | +10,661 | 293.05% | Q1 2026 | May 12, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 14,289 | 1,120 | 0.63% | 1.06% | 663 | -9,718 | -40.48% | Q1 2026 | Apr 24, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 14,267 | 1,118 | 0.39% | 0.37% | 664 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 14,060 | 1,102 | 0.04% | 0.04% | 665 | -1,175 | -7.71% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 13,956 | 1,094 | 0.05% | 0.05% | 666 | -510 | -3.53% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | Added to | 13,844 | 1,085 | 0.0% | 0.0% | 667 | +1,511 | 12.25% | Q1 2026 | May 15, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 13,830 | 1,084 | 0.66% | 0.66% | 668 | -320 | -2.26% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 13,744 | 1,077 | 0.1% | 0.15% | 669 | -3,175 | -18.77% | Q1 2026 | May 12, 2026 |
| SEEDS INVESTOR LLC | History | New | 13,710 | 1,075 | 0.15% | — | 670 | +13,710 | New | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 13,747 | 1,074 | 0.07% | 0.07% | 671 | +252 | 1.87% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 13,697 | 1,073 | 0.02% | 0.04% | 672 | -12,443 | -47.6% | Q1 2026 | Apr 14, 2026 |
| Atlatl Advisers LLC | History | Reduced | 13,591 | 1,065 | 0.79% | 1.47% | 674 | -34,992 | -72.03% | Q1 2026 | May 07, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 13,588 | 1,065 | 0.03% | 0.05% | 673 | -4,153 | -23.41% | Q1 2026 | May 04, 2026 |
| Southland Equity Partners LLC | History | Reduced | 13,576 | 1,064 | 0.21% | 0.22% | 675 | -700 | -4.9% | Q1 2026 | Apr 14, 2026 |
| Estate Counselors, LLC | History | Reduced | 13,515 | 1,059 | 0.09% | 0.69% | 676 | -91,796 | -87.17% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 13,503 | 1,058 | 0.1% | 0.1% | 677 | +31 | 0.23% | Q1 2026 | Apr 13, 2026 |
| McLaughlin Asset Management, Inc. | History | Added to | 13,323 | 1,044 | 1.0% | 0.49% | 678 | +6,377 | 91.81% | Q1 2026 | Apr 29, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 13,100 | 1,027 | 0.93% | 0.64% | 679 | +4,164 | 46.6% | Q1 2026 | May 20, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 13,015 | 1,020 | 0.4% | 0.33% | 680 | +2,045 | 18.64% | Q1 2026 | Apr 27, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 12,690 | 995 | 0.66% | 0.7% | 681 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 12,663 | 992 | 0.14% | 0.09% | 682 | +4,951 | 64.2% | Q1 2026 | Apr 21, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 12,592 | 987 | 0.22% | 0.23% | 683 | -89 | -0.7% | Q1 2026 | Apr 21, 2026 |
| Unison Advisors LLC | History | Added to | 12,529 | 982 | 0.07% | 0.09% | 684 | +72 | 0.58% | Q1 2026 | Apr 28, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 12,479 | 978 | 0.02% | 0.02% | 685 | +80 | 0.65% | Q1 2026 | May 04, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 12,453 | 976 | 0.27% | 0.24% | 686 | +1,528 | 13.99% | Q1 2026 | Apr 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 12,438 | 975 | 0.07% | 0.06% | 687 | +803 | 6.9% | Q1 2026 | May 20, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 12,433 | 974 | 0.47% | 0.5% | 688 | +191 | 1.56% | Q1 2026 | Apr 22, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 12,367 | 969 | 0.09% | 0.1% | 689 | -1,002 | -7.49% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,245 | 960 | 0.03% | 0.03% | 690 | -2,036 | -14.26% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 11,992 | 945 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 12,039 | 943 | 0.12% | 0.07% | 692 | +5,309 | 78.89% | Q1 2026 | Apr 27, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 11,959 | 937 | 0.28% | 0.38% | 693 | -3,628 | -23.28% | Q1 2026 | Apr 28, 2026 |
| Saiph Capital, LLC | History | Added to | 11,921 | 934 | 0.35% | 0.34% | 694 | +20 | 0.17% | Q1 2026 | May 12, 2026 |
| Vectors Research Management, LLC | History | Reduced | 11,641 | 912 | 0.27% | 0.29% | 695 | -324 | -2.71% | Q1 2026 | May 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 11,629 | 911 | 0.27% | 0.26% | 696 | +368 | 3.27% | Q1 2026 | Apr 30, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 11,546 | 905 | 0.18% | 0.24% | 697 | -3,048 | -20.89% | Q1 2026 | May 08, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 11,533 | 904 | 0.37% | 0.37% | 698 | -445 | -3.72% | Q1 2026 | Apr 15, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 11,356 | 890 | 0.12% | 0.08% | 699 | +3,722 | 48.76% | Q1 2026 | Apr 30, 2026 |
| Americana Partners, LLC | History | Added to | 11,354 | 890 | 0.02% | 0.02% | 700 | +112 | 1.0% | Q1 2026 | May 12, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 11,157 | 874 | 0.08% | — | 702 | +11,157 | New | Q1 2026 | May 12, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 11,153 | 874 | 0.31% | 0.33% | 701 | -79 | -0.7% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | Reduced | 11,114 | 871 | 0.19% | 0.2% | 703 | -300 | -2.63% | Q1 2026 | May 04, 2026 |
| MBL Wealth, LLC | History | Reduced | 11,105 | 870 | 0.07% | 0.07% | 705 | -130 | -1.16% | Q1 2026 | Apr 28, 2026 |
| Opus Capital Group, LLC | History | No change | 11,095 | 870 | 0.09% | 0.09% | 704 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 11,087 | 869 | 0.14% | 0.08% | 706 | +4,875 | 78.48% | Q1 2026 | Apr 21, 2026 |
| Generations Wealth, LLC | History | Reduced | 11,051 | 866 | 0.84% | 1.0% | 707 | -1,309 | -10.59% | Q1 2026 | May 05, 2026 |
| UNITED BANK | History | No change | 11,034 | 865 | 0.11% | 0.11% | 708 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Center For Asset Management LLC | History | Added to | 11,029 | 864 | 0.43% | 0.43% | 709 | +669 | 6.46% | Q1 2026 | Apr 16, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 11,004 | 862 | 0.0% | 0.0% | 710 | +19 | 0.17% | Q1 2026 | May 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 10,936 | 857 | 0.3% | 0.11% | 711 | +6,919 | 172.24% | Q1 2026 | Apr 23, 2026 |
| Texas Bank & Trust Co | History | Reduced | 10,940 | 857 | 0.32% | 0.33% | 712 | -500 | -4.37% | Q1 2026 | Apr 30, 2026 |
| Operose Advisors LLC | History | Reduced | 10,894 | 854 | 0.2% | 0.21% | 714 | -669 | -5.79% | Q1 2026 | May 12, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 10,894 | 854 | 0.22% | 0.22% | 713 | +228 | 2.14% | Q1 2026 | Apr 15, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 10,904 | 854 | 0.8% | 0.83% | 715 | +12 | 0.11% | Q1 2026 | May 07, 2026 |
| Loudon Investment Management, LLC | History | No change | 10,801 | 846 | 0.46% | 0.44% | 716 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 10,769 | 844 | 0.01% | 0.02% | 717 | -2,464 | -18.62% | Q1 2026 | May 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 10,633 | 833 | 0.5% | 0.5% | 718 | -104 | -0.97% | Q1 2026 | Apr 15, 2026 |
| SAM Advisors, LLC | History | Added to | 10,622 | 832 | 0.26% | 0.24% | 719 | +849 | 8.69% | Q1 2026 | Apr 29, 2026 |
| Independent Family Office, LLC | History | Reduced | 10,582 | 829 | 0.34% | 0.46% | 720 | -3,425 | -24.45% | Q1 2026 | May 15, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 10,560 | 828 | 0.09% | 0.09% | 721 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 10,511 | 824 | 0.03% | 0.03% | 722 | +287 | 2.81% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,505 | 823 | 0.0% | — | 724 | +10,505 | New | Q1 2026 | May 12, 2026 |
| First PREMIER Bank | History | Reduced | 10,496 | 823 | 0.19% | 0.21% | 723 | -1,066 | -9.22% | Q1 2026 | Apr 20, 2026 |
| HBE Wealth Management, LLC | History | Added to | 10,462 | 820 | 0.71% | 0.76% | 726 | +168 | 1.63% | Q1 2026 | Apr 28, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 10,461 | 820 | 0.36% | 0.38% | 725 | -40 | -0.38% | Q1 2026 | May 15, 2026 |
| My Personal CFO, LLC | History | Reduced | 10,420 | 817 | 0.36% | 0.36% | 727 | -531 | -4.85% | Q1 2026 | Apr 21, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 10,408 | 816 | 0.53% | 0.46% | 728 | +1,255 | 13.71% | Q1 2026 | Apr 24, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 10,374 | 813 | 0.33% | 0.35% | 729 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 10,292 | 811 | 0.51% | 0.51% | 730 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 10,287 | 806 | 0.48% | — | 732 | +10,287 | New | Q1 2026 | Apr 07, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 10,525 | 806 | 0.54% | 0.27% | 731 | +5,018 | 91.12% | Q1 2026 | May 13, 2026 |
| Rock Point Advisors, LLC | History | Added to | 10,265 | 804 | 0.22% | 0.19% | 733 | +700 | 7.32% | Q1 2026 | May 14, 2026 |
| Navigate Wealth Management, LLC | History | New | 10,152 | 795 | 0.56% | — | 734 | +10,152 | New | Q1 2026 | Apr 27, 2026 |
| Krilogy Financial LLC | History | Added to | 10,097 | 791 | 0.03% | 0.01% | 735 | +5,180 | 105.35% | Q1 2026 | Apr 17, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 10,100 | 791 | 0.05% | 0.04% | 736 | +406 | 4.19% | Q1 2026 | May 11, 2026 |
| Eagle Strategies LLC | History | Added to | 10,072 | 789 | 0.09% | 0.08% | 737 | +1,982 | 24.5% | Q1 2026 | Apr 20, 2026 |
| REAP Financial Group, LLC | History | Added to | 10,043 | 787 | 0.16% | 0.15% | 738 | +686 | 7.33% | Q1 2026 | May 11, 2026 |
| Gridiron Partners, LLC | History | Added to | 9,993 | 780 | 0.48% | 0.39% | 739 | +1,199 | 13.63% | Q1 2026 | Apr 13, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 9,939 | 779 | 0.53% | 0.51% | 740 | +416 | 4.37% | Q1 2026 | Apr 23, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Reduced | 9,875 | 774 | 0.05% | 0.06% | 741 | -3,075 | -23.75% | Q1 2026 | Apr 15, 2026 |
| Flatrock Wealth Partners LLC | History | New | 9,855 | 772 | 0.35% | — | 742 | +9,855 | New | Q1 2026 | Apr 29, 2026 |
| Cooper Financial Group | History | Reduced | 9,841 | 771 | 0.08% | 0.09% | 743 | -436 | -4.24% | Q1 2026 | Apr 07, 2026 |
| Leo Wealth, LLC | History | Reduced | 9,810 | 769 | 0.06% | 0.07% | 744 | -1,895 | -16.19% | Q1 2026 | May 05, 2026 |
| Alhambra Investment Management LLC | History | Added to | 9,775 | 766 | 0.35% | 0.32% | 745 | +1,131 | 13.08% | Q1 2026 | Apr 15, 2026 |
| VERITY Wealth Advisors | History | Reduced | 9,767 | 765 | 0.51% | 0.71% | 746 | -4,815 | -33.02% | Q1 2026 | Apr 09, 2026 |
| ProVise Management Group, LLC | History | No change | 9,742 | 763 | 0.05% | 0.05% | 747 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 9,680 | 759 | 0.16% | 0.13% | 749 | +1,657 | 20.65% | Q1 2026 | Apr 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 9,692 | 759 | 0.0% | 0.0% | 748 | +471 | 5.11% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 9,664 | 757 | 0.01% | 0.0% | 750 | +6,564 | 211.74% | Q1 2026 | May 07, 2026 |
| Asset Management Group, Inc. | History | Added to | 9,614 | 753 | 0.12% | 0.12% | 751 | +47 | 0.49% | Q1 2026 | May 15, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 9,592 | 752 | 0.32% | 0.32% | 752 | -242 | -2.46% | Q1 2026 | Apr 20, 2026 |
| Phillip James Consulting Co. | History | New | 9,452 | 749 | 0.57% | — | 753 | +9,452 | New | Q1 2026 | May 11, 2026 |
| Security National Bank | History | Added to | 9,484 | 743 | 0.11% | 0.04% | 754 | +5,882 | 163.3% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Reduced | 9,452 | 741 | 0.03% | 0.03% | 755 | -1,051 | -10.01% | Q1 2026 | May 06, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | New | 9,440 | 740 | 0.23% | — | 756 | +9,440 | New | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 9,419 | 738 | 0.01% | 0.01% | 757 | +1,827 | 24.06% | Q1 2026 | May 06, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 9,357 | 733 | 0.14% | 0.15% | 759 | -105 | -1.11% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 9,360 | 733 | 0.02% | 0.02% | 758 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,311 | 730 | 0.01% | 0.01% | 760 | -1,387 | -12.97% | Q1 2026 | Apr 14, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 9,302 | 729 | 0.25% | 0.27% | 761 | -1,108 | -10.64% | Q1 2026 | May 04, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 9,248 | 725 | 0.08% | 0.08% | 762 | -175 | -1.86% | Q1 2026 | May 01, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 9,245 | 724 | 0.3% | 0.31% | 763 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 9,229 | 723 | 0.04% | 0.04% | 764 | -241 | -2.54% | Q1 2026 | Apr 23, 2026 |
| Legacy Advisors, LLC | History | New | 9,210 | 722 | 0.09% | — | 766 | +9,210 | New | Q1 2026 | May 05, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 9,269 | 722 | 0.1% | 0.13% | 765 | -1,112 | -10.71% | Q1 2026 | May 06, 2026 |
| VestGen Investment Management | History | Reduced | 9,124 | 715 | 0.39% | 0.5% | 767 | -2,334 | -20.37% | Q1 2026 | May 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 9,129 | 715 | 0.03% | 0.03% | 768 | -399 | -4.19% | Q1 2026 | Apr 14, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 9,085 | 712 | 0.58% | 0.43% | 769 | +59 | 0.65% | Q1 2026 | May 11, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 9,069 | 711 | 0.22% | 0.24% | 770 | +289 | 3.29% | Q1 2026 | Apr 21, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 9,039 | 708 | 0.19% | 0.21% | 771 | -811 | -8.23% | Q1 2026 | Apr 21, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 9,018 | 707 | 0.43% | 0.42% | 772 | +538 | 6.34% | Q1 2026 | Apr 21, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 9,008 | 706 | 0.72% | 0.74% | 773 | -76 | -0.84% | Q1 2026 | May 13, 2026 |
| Wealth Forward, LLC | History | No change | 9,001 | 705 | 0.4% | 0.4% | 774 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Matisse Capital | History | Added to | 8,813 | 691 | 0.29% | 0.17% | 775 | +3,968 | 81.9% | Q1 2026 | May 08, 2026 |
| FSA Investment Group, LLC | History | Added to | 8,823 | 691 | 0.28% | 0.42% | 776 | +57 | 0.65% | Q1 2026 | Apr 21, 2026 |
| Red Wave Investments LLC | History | Reduced | 8,718 | 683 | 0.2% | 0.28% | 777 | -3,193 | -26.81% | Q1 2026 | May 08, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 8,497 | 666 | 0.35% | 0.19% | 778 | -242 | -2.77% | Q1 2026 | Apr 15, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 8,450 | 662 | 0.11% | 0.07% | 779 | +2,430 | 40.37% | Q1 2026 | May 08, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 8,421 | 660 | 0.27% | 0.27% | 780 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 8,318 | 652 | 0.26% | 0.25% | 781 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Chico Wealth RIA | History | Reduced | 8,304 | 651 | 0.4% | 0.46% | 782 | -719 | -7.97% | Q1 2026 | May 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 8,287 | 649 | 0.04% | 0.09% | 783 | -10,450 | -55.77% | Q1 2026 | Apr 29, 2026 |
| SCS Capital Management LLC | History | No change | 8,260 | 647 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Disciplined Investments, LLC | History | Reduced | 8,208 | 643 | 0.23% | 0.27% | 785 | -582 | -6.62% | Q1 2026 | May 12, 2026 |
| Brookmont Capital Management | History | Added to | 8,191 | 642 | 0.36% | 0.33% | 786 | +1,019 | 14.21% | Q1 2026 | May 15, 2026 |
| McClarren Financial Advisors, Inc. | History | New | 8,107 | 635 | 0.38% | — | 787 | +8,107 | New | Q1 2026 | Apr 16, 2026 |
| Fiera Capital Corp | History | Reduced | 8,070 | 632 | 0.0% | 0.0% | 788 | -2,145 | -21.0% | Q1 2026 | May 12, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 8,060 | 632 | 0.08% | 0.09% | 789 | -524 | -6.1% | Q1 2026 | May 08, 2026 |
| Sequent Planning LLC | History | Added to | 8,051 | 631 | 0.15% | 0.06% | 790 | +4,939 | 158.71% | Q1 2026 | Apr 21, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 7,963 | 624 | 0.25% | 0.13% | 791 | +3,926 | 97.25% | Q1 2026 | May 11, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 7,951 | 623 | 0.19% | 0.19% | 792 | -300 | -3.64% | Q1 2026 | May 05, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 7,932 | 621 | 0.49% | 0.5% | 793 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 7,911 | 620 | 0.04% | 0.05% | 794 | -5,155 | -39.45% | Q1 2026 | Apr 28, 2026 |
| SRH ADVISORS, LLC | History | No change | 7,695 | 603 | 0.17% | 0.17% | 795 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BURNEY CO/ | History | Added to | 7,685 | 602 | 0.02% | 0.02% | 796 | +24 | 0.31% | Q1 2026 | Apr 29, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 7,628 | 598 | 0.24% | 0.14% | 797 | +3,087 | 67.98% | Q1 2026 | Apr 22, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 7,628 | 598 | 0.1% | 0.1% | 798 | +202 | 2.72% | Q1 2026 | Apr 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 7,621 | 597 | 0.08% | 0.09% | 799 | +18 | 0.24% | Q1 2026 | Apr 24, 2026 |
| Altiora Financial Group, LLC | History | New | 7,542 | 591 | 0.1% | — | 800 | +7,542 | New | Q1 2026 | May 08, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 7,525 | 590 | 0.05% | 0.11% | 801 | -8,944 | -54.31% | Q1 2026 | May 07, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 7,523 | 589 | 0.05% | 0.05% | 802 | -527 | -6.55% | Q1 2026 | May 07, 2026 |
| Team Financial Group, LLC | History | Reduced | 7,494 | 587 | 0.27% | 0.29% | 803 | -582 | -7.21% | Q1 2026 | May 01, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 7,491 | 587 | 0.03% | 0.04% | 804 | +95 | 1.28% | Q1 2026 | Apr 23, 2026 |
| SNS Financial Group, LLC | History | Added to | 7,483 | 586 | 0.05% | 0.05% | 805 | +188 | 2.58% | Q1 2026 | Apr 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 7,369 | 577 | 0.14% | 0.14% | 806 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 7,378 | 575 | 0.46% | 0.49% | 807 | -47 | -0.63% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 7,300 | 572 | 0.07% | 0.05% | 808 | +2,300 | 46.0% | Q1 2026 | Apr 17, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 7,294 | 571 | 0.41% | 0.24% | 809 | -10,714 | -59.5% | Q1 2026 | Apr 14, 2026 |
| RIA Advisory Group LLC | History | Reduced | 7,280 | 570 | 0.14% | 0.15% | 810 | -401 | -5.22% | Q1 2026 | Apr 23, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 7,261 | 569 | 0.28% | 0.22% | 811 | +1,426 | 24.44% | Q1 2026 | May 12, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 7,250 | 568 | 0.1% | 0.1% | 812 | -35 | -0.48% | Q1 2026 | Apr 13, 2026 |
| WBI INVESTMENTS, LLC | History | New | 7,238 | 567 | 0.16% | — | 813 | +7,238 | New | Q1 2026 | May 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 7,185 | 563 | 0.1% | 0.1% | 814 | -163 | -2.22% | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 7,175 | 562 | 0.0% | 0.0% | 815 | -2,106 | -22.69% | Q1 2026 | May 05, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 7,159 | 561 | 0.05% | 0.05% | 816 | +415 | 6.15% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 7,097 | 556 | 0.01% | 0.01% | 817 | +1,202 | 20.39% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | No change | 7,084 | 555 | 0.02% | 0.02% | 818 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,050 | 552 | 0.02% | 0.02% | 819 | +535 | 8.21% | Q1 2026 | May 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 7,016 | 552 | 0.03% | 0.03% | 820 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 7,007 | 549 | 0.5% | 0.55% | 821 | -733 | -9.47% | Q1 2026 | May 08, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 6,974 | 549 | 0.12% | 0.12% | 822 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 6,993 | 548 | 0.16% | 0.07% | 823 | +3,691 | 111.78% | Q1 2026 | Apr 16, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 6,987 | 547 | 0.1% | 0.1% | 824 | -577 | -7.63% | Q1 2026 | Apr 23, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 6,973 | 546 | 0.19% | 0.19% | 825 | +44 | 0.64% | Q1 2026 | Apr 22, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 6,973 | 546 | 0.37% | 0.38% | 826 | -2 | -0.03% | Q1 2026 | Apr 21, 2026 |
| BESSEMER GROUP INC | History | Reduced | 6,947 | 545 | 0.0% | 0.0% | 827 | -1,776 | -20.36% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 6,954 | 545 | 0.14% | 0.14% | 828 | +444 | 6.82% | Q1 2026 | Apr 29, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 6,913 | 542 | 0.12% | 0.08% | 829 | +2,388 | 52.77% | Q1 2026 | Apr 27, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 6,902 | 541 | 0.36% | 0.48% | 831 | -2,170 | -23.92% | Q1 2026 | Apr 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 6,900 | 541 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,904 | 539 | 0.09% | 0.05% | 832 | +3,487 | 102.05% | Q1 2026 | Apr 14, 2026 |
| Life Planning Partners, Inc | History | No change | 6,861 | 537 | 0.41% | 0.41% | 833 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,837 | 536 | 0.05% | 0.11% | 834 | -16,793 | -71.07% | Q1 2026 | May 14, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 6,814 | 534 | 0.12% | 0.05% | 835 | +4,236 | 164.31% | Q1 2026 | May 01, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 6,791 | 532 | 0.27% | 0.23% | 838 | +1,323 | 24.2% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 6,789 | 532 | 0.04% | 0.05% | 836 | -517 | -7.08% | Q1 2026 | Apr 22, 2026 |
| Summit Wealth Group, LLC | History | Added to | 6,794 | 532 | 0.12% | 0.12% | 837 | +26 | 0.38% | Q1 2026 | May 04, 2026 |
| BCS Wealth Management | History | Reduced | 6,780 | 531 | 0.11% | 0.11% | 839 | -7,210 | -51.54% | Q1 2026 | Apr 17, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 6,734 | 528 | 0.45% | 0.32% | 841 | +1,990 | 41.95% | Q1 2026 | May 05, 2026 |
| Two West Capital Advisors LLC | History | Added to | 6,760 | 528 | 0.28% | 0.3% | 840 | +153 | 2.32% | Q1 2026 | May 04, 2026 |
| RoundAngle Advisors LLC | History | Added to | 6,724 | 527 | 0.39% | 0.38% | 842 | +137 | 2.08% | Q1 2026 | Apr 08, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 6,714 | 526 | 0.08% | 0.08% | 844 | -200 | -2.89% | Q1 2026 | Apr 20, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 6,717 | 526 | 0.1% | 0.09% | 843 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,701 | 525 | 0.01% | 0.01% | 845 | -317 | -4.52% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 6,680 | 522 | 0.01% | 0.02% | 848 | +1,114 | 20.01% | Q1 2026 | May 01, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 6,658 | 522 | 0.12% | 0.13% | 846 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Breakwater Investment Management | History | No change | 6,664 | 522 | 0.19% | 0.19% | 847 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Townsend Financial Planning, LLC | History | Reduced | 6,654 | 521 | 0.5% | 0.53% | 849 | -26 | -0.39% | Q1 2026 | Apr 28, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 6,632 | 520 | 0.13% | 0.07% | 850 | +3,569 | 116.52% | Q1 2026 | Apr 27, 2026 |
| Bridgewealth Advisory Group, LLC | History | New | 6,587 | 516 | 0.11% | — | 851 | +6,587 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Management | History | Reduced | 6,559 | 514 | 0.59% | 0.59% | 852 | -70 | -1.06% | Q1 2026 | Apr 22, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 6,552 | 513 | 0.03% | 0.03% | 853 | -323 | -4.7% | Q1 2026 | May 14, 2026 |
| HCR Wealth Advisors | History | Reduced | 6,512 | 510 | 0.05% | 0.07% | 854 | -2,032 | -23.78% | Q1 2026 | Apr 21, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 6,500 | 509 | 0.42% | 0.43% | 855 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 6,473 | 507 | 0.52% | 0.53% | 857 | +323 | 5.25% | Q1 2026 | May 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 6,957 | 507 | 0.13% | 0.15% | 856 | +100 | 1.46% | Q1 2026 | May 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 6,405 | 502 | 0.04% | 0.04% | 858 | +27 | 0.42% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,400 | 501 | 0.0% | 0.0% | 860 | +2,312 | 56.56% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,394 | 501 | 0.0% | 0.0% | 859 | -1,159 | -15.34% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 6,372 | 499 | 0.02% | 0.02% | 862 | -10 | -0.16% | Q1 2026 | May 11, 2026 |
| SPINNAKER TRUST | History | No change | 6,366 | 499 | 0.03% | 0.03% | 861 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 6,351 | 498 | 0.06% | 0.06% | 863 | -574 | -8.29% | Q1 2026 | May 14, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 6,352 | 498 | 0.22% | 0.22% | 864 | +93 | 1.49% | Q1 2026 | Apr 06, 2026 |
| Valeo Financial Advisors, LLC | History | New | 6,340 | 497 | 0.01% | — | 866 | +6,340 | New | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,346 | 497 | 0.05% | 0.05% | 865 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,338 | 496 | 0.03% | 0.02% | 867 | +1,568 | 32.87% | Q1 2026 | Apr 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 6,330 | 495 | 0.02% | 0.01% | 868 | -39 | -0.61% | Q1 2026 | Apr 08, 2026 |
| Continuum Advisory, LLC | History | Added to | 6,273 | 491 | 0.05% | 0.05% | 869 | +166 | 2.72% | Q1 2026 | Apr 22, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 6,255 | 490 | 0.0% | 0.0% | 870 | +330 | 5.57% | Q1 2026 | Apr 16, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 6,230 | 488 | 0.03% | 0.03% | 871 | -192 | -2.99% | Q1 2026 | May 13, 2026 |
| Olde Wealth Management, LLC | History | Added to | 6,174 | 484 | 0.15% | 0.15% | 872 | +3 | 0.05% | Q1 2026 | May 12, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 6,131 | 480 | 0.04% | 0.04% | 874 | -597 | -8.87% | Q1 2026 | Apr 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 6,126 | 480 | 0.01% | 0.01% | 873 | +11 | 0.18% | Q1 2026 | Apr 20, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 6,101 | 478 | 0.42% | 0.48% | 875 | -1,485 | -19.58% | Q1 2026 | Apr 28, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 6,087 | 477 | 0.12% | 0.13% | 876 | -460 | -7.03% | Q1 2026 | Apr 09, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Added to | 6,061 | 475 | 0.3% | 0.31% | 877 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 6,043 | 473 | 0.12% | 0.13% | 878 | -86 | -1.4% | Q1 2026 | May 01, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 6,025 | 472 | 0.14% | 0.14% | 879 | +298 | 5.2% | Q1 2026 | Apr 16, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 6,024 | 472 | 0.23% | 0.21% | 880 | -3 | -0.05% | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,014 | 471 | 0.02% | 0.02% | 881 | +587 | 10.82% | Q1 2026 | May 08, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 5,996 | 470 | 0.02% | 0.02% | 882 | +37 | 0.62% | Q1 2026 | May 07, 2026 |
| Baron Financial Group, LLC | History | Reduced | 5,985 | 469 | 0.25% | 0.26% | 883 | -292 | -4.65% | Q1 2026 | Apr 09, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 5,980 | 468 | 0.22% | 0.23% | 884 | +227 | 3.95% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,937 | 465 | 0.02% | 0.02% | 885 | +829 | 16.23% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,912 | 465 | 0.03% | 0.03% | 886 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 5,925 | 464 | 0.12% | 0.12% | 887 | +12 | 0.2% | Q1 2026 | May 05, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 5,923 | 464 | 0.22% | 0.22% | 888 | -9 | -0.15% | Q1 2026 | Apr 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,912 | 463 | 0.0% | 0.0% | 890 | -1,229 | -17.21% | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 5,911 | 463 | 0.05% | 0.06% | 889 | -615 | -9.42% | Q1 2026 | Apr 24, 2026 |
| Sidoxia Capital Management, LLC | History | New | 5,857 | 459 | 0.4% | — | 892 | +5,857 | New | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 5,863 | 459 | 0.08% | 0.09% | 891 | -1,450 | -19.83% | Q1 2026 | Apr 16, 2026 |
| Livet Wealth, LLC | History | Added to | 5,834 | 457 | 0.29% | 0.23% | 893 | +1,015 | 21.06% | Q1 2026 | Apr 24, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 5,789 | 456 | 0.06% | 0.06% | 894 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| APS Management Group, Inc. | History | Added to | 5,813 | 455 | 0.39% | 0.39% | 895 | +100 | 1.75% | Q1 2026 | Apr 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 5,800 | 454 | 0.06% | 0.05% | 896 | +489 | 9.21% | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,769 | 452 | 0.06% | 0.06% | 898 | -454 | -7.3% | Q1 2026 | Apr 17, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 5,775 | 452 | 0.14% | 0.14% | 897 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | New | 5,740 | 450 | 0.04% | — | 900 | +5,740 | New | Q1 2026 | Apr 23, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 5,750 | 450 | 0.34% | 0.33% | 899 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LVW Advisors, LLC | History | Added to | 5,737 | 449 | 0.04% | 0.03% | 901 | +1,525 | 36.21% | Q1 2026 | Apr 20, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 5,688 | 446 | 0.02% | 0.02% | 902 | +121 | 2.17% | Q1 2026 | May 14, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 5,690 | 446 | 0.18% | 0.19% | 903 | +49 | 0.87% | Q1 2026 | Apr 17, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 5,673 | 444 | 0.3% | 0.37% | 905 | -1,276 | -18.36% | Q1 2026 | Apr 16, 2026 |
| Ignite Planners, LLC | History | No change | 5,672 | 444 | 0.07% | 0.07% | 904 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pointe Capital Management LLC | History | Reduced | 5,660 | 443 | 0.22% | 0.23% | 906 | -200 | -3.41% | Q1 2026 | May 15, 2026 |
| Alamar Capital Management, LLC | History | Reduced | 5,615 | 440 | 0.27% | 0.35% | 908 | -2,360 | -29.59% | Q1 2026 | May 13, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 5,623 | 440 | 0.04% | 0.04% | 907 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Simmons Bank | History | Added to | 5,602 | 439 | 0.03% | 0.02% | 909 | +1,715 | 44.12% | Q1 2026 | Apr 23, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 5,610 | 439 | 0.36% | 0.38% | 910 | -545 | -8.85% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 5,585 | 437 | 0.13% | 0.14% | 911 | -539 | -8.8% | Q1 2026 | May 05, 2026 |
| Revisor Wealth Management LLC | History | Added to | 5,566 | 436 | 0.12% | 0.1% | 912 | +626 | 12.67% | Q1 2026 | Apr 27, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 5,542 | 434 | 0.08% | 0.1% | 914 | -1,215 | -17.98% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 5,538 | 434 | 0.02% | 0.02% | 913 | -14 | -0.25% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 5,478 | 429 | 0.1% | 0.09% | 915 | +575 | 11.73% | Q1 2026 | May 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 5,463 | 428 | 0.12% | 0.12% | 916 | -249 | -4.36% | Q1 2026 | May 12, 2026 |
| Winter & Associates, Inc. | History | Reduced | 5,444 | 425 | 0.37% | 0.45% | 917 | -679 | -11.09% | Q1 2026 | Apr 08, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 5,373 | 421 | 0.01% | 0.07% | 918 | -25,032 | -82.33% | Q1 2026 | May 18, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 5,368 | 420 | 0.14% | 0.16% | 919 | -799 | -12.96% | Q1 2026 | Apr 28, 2026 |
| Nova R Wealth, Inc. | History | Added to | 5,342 | 418 | 0.13% | 0.15% | 920 | +34 | 0.64% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 5,308 | 416 | 0.0% | 0.0% | 921 | -695 | -11.58% | Q1 2026 | May 11, 2026 |
| Hardworking Capital Advisors, LLC | History | Added to | 5,300 | 415 | 0.39% | 0.37% | 924 | +115 | 2.22% | Q1 2026 | May 08, 2026 |
| Mainstream Capital Management LLC | History | Added to | 5,298 | 415 | 0.28% | 0.27% | 923 | +53 | 1.01% | Q1 2026 | Apr 17, 2026 |
| Total Wealth Planning, LLC | History | No change | 5,266 | 415 | 0.89% | 0.89% | 922 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 5,281 | 414 | 0.05% | 0.06% | 925 | -46 | -0.86% | Q1 2026 | Apr 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 5,269 | 413 | 0.18% | 0.2% | 926 | -378 | -6.69% | Q1 2026 | Apr 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 5,191 | 407 | 0.04% | 0.05% | 928 | +13 | 0.25% | Q1 2026 | Apr 15, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 5,192 | 407 | 0.01% | 0.01% | 927 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,174 | 406 | 0.02% | 0.02% | 929 | +1,004 | 24.08% | Q1 2026 | May 18, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 5,189 | 406 | 0.09% | 0.1% | 930 | -72 | -1.37% | Q1 2026 | Apr 22, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 5,170 | 405 | 0.15% | 0.15% | 931 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 5,164 | 404 | 0.08% | 0.07% | 932 | -198 | -3.69% | Q1 2026 | Apr 22, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 5,122 | 401 | 0.21% | 0.21% | 934 | +282 | 5.83% | Q1 2026 | Apr 20, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 5,110 | 401 | 0.0% | 0.0% | 933 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WoodTrust Financial Corp | History | Reduced | 5,094 | 399 | 0.05% | 0.13% | 935 | -8,801 | -63.34% | Q1 2026 | May 06, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 5,055 | 398 | 0.03% | 0.03% | 936 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 5,065 | 397 | 0.06% | 0.06% | 937 | +31 | 0.62% | Q1 2026 | Apr 21, 2026 |
| Accretive Wealth Partners, LLC | History | New | 5,059 | 396 | 0.11% | — | 938 | +5,059 | New | Q1 2026 | Apr 22, 2026 |
| Midwest Trust Co | History | Added to | 5,049 | 395 | 0.0% | 0.0% | 939 | +627 | 14.18% | Q1 2026 | May 01, 2026 |
| Investment Advisory Group, LLC | History | Added to | 5,037 | 394 | 0.1% | 0.09% | 940 | +685 | 15.74% | Q1 2026 | Apr 22, 2026 |
| DMKC Advisory Services, LLC | History | New | 5,016 | 393 | 0.16% | — | 942 | +5,016 | New | Q1 2026 | May 01, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,019 | 393 | 0.04% | 0.04% | 941 | -161 | -3.11% | Q1 2026 | Apr 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 5,001 | 392 | 0.0% | 0.01% | 943 | -2,477 | -33.12% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,008 | 392 | 0.01% | 0.01% | 944 | +54 | 1.09% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,980 | 390 | 0.02% | — | 946 | +4,980 | New | Q1 2026 | May 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 4,979 | 390 | 0.02% | 0.02% | 945 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 4,955 | 388 | 0.11% | 0.1% | 947 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 4,921 | 385 | 0.05% | 0.06% | 948 | +23 | 0.47% | Q1 2026 | May 11, 2026 |
| DUTCH ASSET Corp | History | Reduced | 4,891 | 383 | 0.26% | 0.42% | 951 | -2,053 | -29.57% | Q1 2026 | May 08, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 4,903 | 383 | 0.43% | 0.46% | 950 | -1,152 | -19.03% | Q1 2026 | May 15, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 4,893 | 383 | 0.11% | 0.12% | 949 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 4,844 | 379 | 0.21% | 0.17% | 952 | +921 | 23.48% | Q1 2026 | Apr 22, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 4,797 | 376 | 0.22% | 0.21% | 953 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| EFG International AG | History | New | 4,779 | 374 | 0.01% | — | 955 | +4,779 | New | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | New | 4,774 | 374 | 0.18% | — | 954 | +4,774 | New | Q1 2026 | Apr 24, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 4,764 | 373 | 0.01% | 0.01% | 956 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 4,750 | 372 | 0.03% | 0.03% | 957 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 4,731 | 370 | 0.04% | 0.03% | 958 | +1,027 | 27.73% | Q1 2026 | Apr 27, 2026 |
| Biltmore Family Office, LLC | History | Added to | 4,708 | 369 | 0.05% | 0.05% | 959 | +492 | 11.67% | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 4,705 | 368 | 0.13% | 0.12% | 960 | +339 | 7.76% | Q1 2026 | Apr 28, 2026 |
| Wynn Capital, LLC | History | No change | 4,700 | 368 | 0.19% | 0.18% | 961 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Retireful, LLC | History | New | 4,644 | 364 | 0.51% | — | 963 | +4,644 | New | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,651 | 364 | 0.03% | 0.04% | 962 | -545 | -10.49% | Q1 2026 | Apr 30, 2026 |
| Envision Financial Planning, LLC | History | Added to | 4,631 | 363 | 0.13% | 0.11% | 964 | +782 | 20.32% | Q1 2026 | May 15, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 4,620 | 362 | 0.06% | 0.06% | 965 | -108 | -2.28% | Q1 2026 | Apr 28, 2026 |
| Miller Capital Partners, Inc. | History | No change | 4,595 | 360 | 0.17% | 0.18% | 966 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | New | 4,585 | 358 | 0.01% | — | 970 | +4,585 | New | Q1 2026 | Apr 09, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 4,593 | 358 | 0.26% | 0.38% | 969 | -2,000 | -30.34% | Q1 2026 | Apr 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,580 | 358 | 0.03% | 0.03% | 968 | +619 | 15.63% | Q1 2026 | May 01, 2026 |
| S.A. Mason LLC | History | Reduced | 4,575 | 358 | 0.13% | 0.14% | 967 | -25 | -0.54% | Q1 2026 | Apr 27, 2026 |
| VANCE WEALTH, LLC | History | Added to | 4,560 | 357 | 0.1% | 0.11% | 971 | +18 | 0.4% | Q1 2026 | May 15, 2026 |
| DRAVO BAY LLC | History | Added to | 4,539 | 355 | 0.14% | 0.15% | 972 | +1 | 0.02% | Q1 2026 | May 07, 2026 |
| Pacific Point Advisors, LLC | History | No change | 4,537 | 355 | 0.19% | 0.19% | 973 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Curi Capital, LLC | History | Reduced | 4,509 | 353 | 0.01% | 0.01% | 974 | -5,551 | -55.18% | Q1 2026 | May 15, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 4,492 | 352 | 0.27% | 0.27% | 976 | -21 | -0.47% | Q1 2026 | Apr 24, 2026 |
| DAVIS R M INC | History | No change | 4,500 | 352 | 0.01% | 0.01% | 975 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Maia Wealth LLC | History | Added to | 4,470 | 350 | 0.06% | 0.06% | 978 | +126 | 2.9% | Q1 2026 | May 08, 2026 |
| Keener Financial Planning LLC | History | Reduced | 4,465 | 350 | 0.15% | 0.15% | 977 | -76 | -1.67% | Q1 2026 | May 01, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 4,441 | 348 | 0.07% | 0.07% | 979 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 4,419 | 348 | 0.09% | 0.09% | 980 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 4,437 | 347 | 0.29% | 0.28% | 981 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rothschild Wealth LLC | History | Reduced | 4,422 | 346 | 0.03% | 0.05% | 983 | -2,633 | -37.32% | Q1 2026 | May 06, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 4,420 | 346 | 0.01% | 0.01% | 982 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 4,401 | 345 | 0.01% | 0.01% | 984 | -36 | -0.81% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,378 | 343 | 0.02% | 0.03% | 985 | -1,145 | -20.73% | Q1 2026 | Apr 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 4,371 | 342 | 0.02% | 0.01% | 987 | +1,762 | 67.54% | Q1 2026 | Apr 17, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 4,369 | 342 | 0.03% | 0.03% | 986 | +190 | 4.55% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 4,372 | 342 | 0.01% | 0.01% | 988 | +98 | 2.29% | Q1 2026 | May 08, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 4,301 | 337 | 0.09% | 0.09% | 990 | -199 | -4.42% | Q1 2026 | Apr 17, 2026 |
| Chemistry Wealth Management LLC | History | No change | 4,304 | 337 | 0.06% | 0.06% | 989 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 4,290 | 336 | 0.02% | 0.02% | 991 | +921 | 27.34% | Q1 2026 | Apr 22, 2026 |
| J.M. Arbour, LLC | History | Added to | 4,269 | 334 | 0.32% | 0.31% | 993 | +350 | 8.93% | Q1 2026 | Apr 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,269 | 334 | 0.01% | 0.01% | 992 | +59 | 1.4% | Q1 2026 | Apr 07, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 4,240 | 332 | 0.04% | 0.04% | 994 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 4,238 | 332 | 0.23% | 0.23% | 995 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 4,191 | 328 | 0.18% | 0.3% | 997 | -2,621 | -38.48% | Q1 2026 | May 15, 2026 |
| American Trust | History | Added to | 4,193 | 328 | 0.03% | 0.03% | 996 | +136 | 3.35% | Q1 2026 | May 01, 2026 |
| Hippocratic Financial Advisors, LLC | History | New | 4,179 | 327 | 0.14% | — | 999 | +4,179 | New | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 4,172 | 327 | 0.02% | 0.02% | 998 | +309 | 8.0% | Q1 2026 | Apr 30, 2026 |
| Mosley Wealth Management | History | Reduced | 4,140 | 326 | 0.15% | 0.18% | 1001 | -793 | -16.08% | Q1 2026 | Apr 27, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 4,160 | 326 | 0.07% | 0.08% | 1000 | -52 | -1.23% | Q1 2026 | May 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 4,134 | 324 | 0.03% | 0.02% | 1002 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 4,116 | 322 | 0.08% | 0.07% | 1004 | +510 | 14.14% | Q1 2026 | May 05, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 4,110 | 322 | 0.03% | 0.03% | 1003 | -118 | -2.79% | Q1 2026 | May 01, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 4,095 | 321 | 0.13% | 0.17% | 1005 | -572 | -12.26% | Q1 2026 | Apr 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 4,082 | 320 | 0.02% | 0.02% | 1006 | +794 | 24.15% | Q1 2026 | Apr 29, 2026 |
| V2 Financial group LLC | History | No change | 4,055 | 317 | 0.15% | 0.16% | 1007 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 4,038 | 316 | 0.09% | 0.08% | 1008 | +419 | 11.58% | Q1 2026 | Apr 22, 2026 |
| Claris Financial LLC | History | Reduced | 4,005 | 314 | 0.17% | 0.2% | 1010 | -677 | -14.46% | Q1 2026 | May 18, 2026 |
| HANOVER ADVISORS INC | History | No change | 4,013 | 314 | 0.13% | 0.12% | 1009 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 4,000 | 313 | 0.01% | 0.01% | 1011 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vines Capital Management, LLC | History | Reduced | 3,987 | 312 | 0.31% | 0.31% | 1014 | -113 | -2.76% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,990 | 312 | 0.01% | 0.01% | 1012 | -63 | -1.55% | Q1 2026 | May 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 3,987 | 312 | 0.06% | 0.06% | 1013 | -18 | -0.45% | Q1 2026 | Apr 24, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 3,972 | 311 | 0.1% | 0.11% | 1015 | +75 | 1.92% | Q1 2026 | Apr 15, 2026 |
| Blue Chip Partners, LLC | History | Added to | 3,966 | 310 | 0.02% | 0.02% | 1016 | +25 | 0.63% | Q1 2026 | May 15, 2026 |
| Roan Capital Partners | History | New | 3,946 | 309 | 0.29% | — | 1017 | +3,946 | New | Q1 2026 | Apr 15, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 3,936 | 308 | 0.16% | 0.16% | 1018 | +359 | 10.04% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,930 | 307 | 0.01% | 0.01% | 1019 | -2,827 | -41.84% | Q1 2026 | May 14, 2026 |
| Beckerman Institutional, LLC | History | No change | 3,891 | 305 | 0.16% | 0.17% | 1020 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 3,859 | 302 | 0.07% | — | 1023 | +3,859 | New | Q1 2026 | May 13, 2026 |
| PENNEY FINANCIAL, LLC | History | Reduced | 3,861 | 302 | 0.12% | 0.12% | 1022 | -5 | -0.13% | Q1 2026 | Apr 22, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 3,855 | 302 | 0.04% | 0.04% | 1021 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 3,843 | 301 | 0.02% | 0.01% | 1024 | +788 | 25.79% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 3,785 | 296 | 0.0% | 0.0% | 1025 | -3,483 | -47.92% | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,783 | 296 | 0.02% | 0.02% | 1026 | +9 | 0.24% | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | No change | 3,750 | 294 | 0.02% | 0.02% | 1027 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 3,743 | 293 | 0.24% | 0.24% | 1029 | +12 | 0.32% | Q1 2026 | May 14, 2026 |
| Verde Capital Management | History | Added to | 3,738 | 293 | 0.06% | 0.06% | 1028 | +10 | 0.27% | Q1 2026 | Apr 17, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 3,731 | 292 | 0.23% | 0.26% | 1030 | -164 | -4.21% | Q1 2026 | May 15, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 3,717 | 291 | 0.07% | — | 1031 | +3,717 | New | Q1 2026 | Apr 24, 2026 |
| ASPIRIANT, LLC | History | Reduced | 3,701 | 290 | 0.01% | 0.01% | 1032 | -1,273 | -25.59% | Q1 2026 | May 12, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 3,708 | 290 | 0.16% | 0.16% | 1033 | -280 | -7.02% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | Added to | 3,681 | 288 | 0.01% | 0.0% | 1035 | +376 | 11.38% | Q1 2026 | Apr 16, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 3,681 | 288 | 0.02% | 0.02% | 1034 | -52 | -1.39% | Q1 2026 | Apr 16, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 3,649 | 286 | 0.1% | 0.1% | 1036 | +1 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 3,641 | 285 | 0.02% | 0.02% | 1037 | -10 | -0.27% | Q1 2026 | Apr 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 3,620 | 283 | 0.02% | — | 1039 | +3,620 | New | Q1 2026 | Apr 22, 2026 |
| Maxele Advisors, LLC | History | No change | 3,600 | 283 | 0.23% | 0.23% | 1038 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Glenview Trust Co | History | New | 3,594 | 281 | 0.0% | — | 1041 | +3,594 | New | Q1 2026 | May 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,585 | 281 | 0.02% | 0.02% | 1040 | +2 | 0.06% | Q1 2026 | Apr 28, 2026 |
| Capital Advisor Network LLC | History | New | 3,580 | 280 | 0.33% | — | 1043 | +3,580 | New | Q1 2026 | May 13, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 3,582 | 280 | 0.34% | 0.36% | 1042 | -246 | -6.43% | Q1 2026 | May 15, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 3,568 | 279 | 0.5% | 0.55% | 1044 | -68 | -1.87% | Q1 2026 | Apr 14, 2026 |
| Shepherd Street Advisors LLC | History | Reduced | 3,554 | 278 | 0.27% | 0.32% | 1047 | -635 | -15.16% | Q1 2026 | Apr 21, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 3,548 | 278 | 0.02% | 0.02% | 1045 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Radnor Capital Management, LLC | History | No change | 3,547 | 278 | 0.04% | 0.04% | 1046 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 3,527 | 276 | 0.03% | 0.1% | 1048 | -7,286 | -67.38% | Q1 2026 | Apr 15, 2026 |
| Watchman Group, Inc. | History | Added to | 3,532 | 276 | 0.07% | 0.07% | 1049 | +5 | 0.14% | Q1 2026 | Apr 20, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 3,519 | 275 | 0.09% | 0.08% | 1050 | +315 | 9.83% | Q1 2026 | Apr 16, 2026 |
| LIBRA WEALTH LLC | History | Added to | 3,496 | 274 | 0.08% | 0.06% | 1052 | +887 | 34.0% | Q1 2026 | Apr 28, 2026 |
| McIlrath & Eck, LLC | History | Added to | 3,497 | 274 | 0.02% | 0.02% | 1051 | +263 | 8.13% | Q1 2026 | May 19, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,483 | 273 | 0.0% | — | 1054 | +3,483 | New | Q1 2026 | May 11, 2026 |
| SVB WEALTH LLC | History | Reduced | 3,486 | 273 | 0.02% | 0.02% | 1053 | -836 | -19.34% | Q1 2026 | Apr 17, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 3,466 | 271 | 0.08% | 0.13% | 1055 | -2,027 | -36.9% | Q1 2026 | Apr 24, 2026 |
| Prospera Capital Management, LLC | History | Added to | 3,474 | 271 | 0.14% | 0.14% | 1056 | +15 | 0.43% | Q1 2026 | Apr 08, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 3,448 | 270 | 0.04% | 0.05% | 1057 | -885 | -20.42% | Q1 2026 | May 04, 2026 |
| Vantage Financial Partners, LLC | History | No change | 3,416 | 269 | 0.05% | 0.05% | 1058 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Belpointe Asset Management LLC | History | New | 3,429 | 268 | 0.01% | — | 1060 | +3,429 | New | Q1 2026 | Apr 28, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 3,430 | 268 | 0.07% | 0.08% | 1059 | -347 | -9.19% | Q1 2026 | May 05, 2026 |
| Rather & Kittrell, Inc. | History | New | 3,416 | 267 | 0.04% | — | 1061 | +3,416 | New | Q1 2026 | May 12, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 3,387 | 265 | 0.04% | — | 1064 | +3,387 | New | Q1 2026 | Apr 27, 2026 |
| RiverGlades Family Offices LLC | History | New | 3,380 | 265 | 0.16% | — | 1063 | +3,380 | New | Q1 2026 | May 13, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 3,388 | 265 | 0.01% | 0.01% | 1062 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 3,368 | 264 | 0.15% | 0.15% | 1066 | +107 | 3.28% | Q1 2026 | May 13, 2026 |
| E&G Advisors, LP | History | No change | 3,370 | 264 | 0.06% | 0.06% | 1065 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BIP Wealth, LLC | History | Reduced | 3,362 | 263 | 0.01% | 0.17% | 1069 | -58,247 | -94.54% | Q1 2026 | Apr 27, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 3,367 | 263 | 0.12% | 0.32% | 1071 | -6,113 | -64.48% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 3,363 | 263 | 0.06% | 0.03% | 1070 | +1,754 | 109.01% | Q1 2026 | May 06, 2026 |
| Balentine LLC | History | Reduced | 3,359 | 263 | 0.01% | 0.01% | 1068 | -509 | -13.16% | Q1 2026 | Apr 24, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 3,366 | 263 | 0.06% | 0.07% | 1067 | -323 | -8.76% | Q1 2026 | Apr 28, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 3,347 | 262 | 0.06% | 0.08% | 1072 | -113 | -3.27% | Q1 2026 | Apr 22, 2026 |
| Elm Partners Management LLC | History | New | 3,341 | 261 | 0.01% | — | 1074 | +3,341 | New | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,340 | 261 | 0.02% | 0.02% | 1073 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 3,322 | 260 | 0.03% | 0.03% | 1076 | -276 | -7.67% | Q1 2026 | May 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 3,323 | 260 | 0.02% | 0.02% | 1075 | -15 | -0.45% | Q1 2026 | Apr 29, 2026 |
| Elgethun Capital Management | History | No change | 3,310 | 259 | 0.04% | 0.04% | 1077 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 3,285 | 257 | 0.08% | — | 1079 | +3,285 | New | Q1 2026 | May 13, 2026 |
| Red Tortoise LLC | History | Added to | 3,288 | 257 | 0.11% | 0.1% | 1078 | +171 | 5.49% | Q1 2026 | Apr 21, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 3,267 | 256 | 0.09% | 0.06% | 1080 | +1,147 | 54.1% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 3,275 | 256 | 0.02% | 0.02% | 1081 | +205 | 6.68% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 3,258 | 255 | 0.03% | 0.02% | 1082 | +705 | 27.61% | Q1 2026 | Apr 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 3,255 | 255 | 0.16% | 0.11% | 1083 | +301 | 10.19% | Q1 2026 | May 01, 2026 |
| WealthPlan Investment Management, LLC | History | New | 3,244 | 254 | 0.01% | — | 1084 | +3,244 | New | Q1 2026 | Apr 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,229 | 253 | 0.01% | 0.01% | 1086 | +159 | 5.18% | Q1 2026 | Apr 27, 2026 |
| Aufman Associates Inc | History | Added to | 3,232 | 253 | 0.12% | 0.13% | 1085 | +17 | 0.53% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,215 | 252 | 0.0% | 0.0% | 1087 | +2,979 | 1262.29% | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 3,221 | 252 | 0.02% | 0.02% | 1088 | -1,146 | -26.24% | Q1 2026 | May 07, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 3,188 | 249 | 0.11% | — | 1091 | +3,188 | New | Q1 2026 | May 05, 2026 |
| Tenon Financial LLC | History | Added to | 3,176 | 249 | 0.1% | 0.1% | 1090 | +18 | 0.57% | Q1 2026 | Apr 21, 2026 |
| Fort Point Capital Partners LLC | History | No change | 3,183 | 249 | 0.03% | 0.03% | 1089 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 3,143 | 246 | 0.02% | 0.02% | 1092 | -1,044 | -24.93% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 3,140 | 246 | 0.16% | 0.17% | 1093 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lansing Street Advisors | History | New | 3,120 | 244 | 0.06% | — | 1096 | +3,120 | New | Q1 2026 | Apr 28, 2026 |
| Kelly Financial Services LLC | History | Reduced | 3,124 | 244 | 0.06% | 0.07% | 1095 | -370 | -10.59% | Q1 2026 | Apr 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 3,123 | 244 | 0.0% | 0.0% | 1094 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 3,108 | 243 | 0.04% | 0.04% | 1097 | +4 | 0.13% | Q1 2026 | May 04, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 3,076 | 241 | 0.13% | 0.13% | 1099 | +178 | 6.14% | Q1 2026 | Apr 24, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 3,078 | 241 | 0.1% | 0.1% | 1098 | +71 | 2.36% | Q1 2026 | Apr 29, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 3,064 | 240 | 0.07% | 0.06% | 1100 | -82 | -2.61% | Q1 2026 | Apr 13, 2026 |
| Bell Bank | History | Reduced | 3,049 | 239 | 0.01% | 0.07% | 1101 | -16,598 | -84.48% | Q1 2026 | Apr 23, 2026 |
| Seelaus Asset Management LLC | History | New | 3,050 | 239 | 0.17% | — | 1102 | +3,050 | New | Q1 2026 | Apr 29, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | New | 3,050 | 239 | 0.03% | — | 1103 | +3,050 | New | Q1 2026 | Apr 20, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 3,024 | 237 | 0.22% | 0.27% | 1105 | -760 | -20.08% | Q1 2026 | Apr 15, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 3,026 | 237 | 0.11% | 0.11% | 1104 | +30 | 1.0% | Q1 2026 | Apr 09, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 3,017 | 236 | 0.0% | 0.0% | 1106 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy PCG, LLC | History | Reduced | 2,987 | 234 | 1.26% | 0.2% | 1109 | -1,115 | -27.18% | Q1 2026 | May 15, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 2,997 | 234 | 0.14% | 0.13% | 1110 | -276 | -8.43% | Q1 2026 | May 14, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 2,993 | 234 | 0.04% | 0.04% | 1107 | +175 | 6.21% | Q1 2026 | Apr 09, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 2,994 | 234 | 0.06% | 0.06% | 1108 | +19 | 0.64% | Q1 2026 | May 12, 2026 |
| Proactive Wealth Strategies LLC | History | New | 2,979 | 233 | 0.04% | — | 1111 | +2,979 | New | Q1 2026 | Apr 29, 2026 |
| Portland Financial Advisors Inc | History | New | 2,971 | 232 | 0.48% | — | 1115 | +2,971 | New | Q1 2026 | Apr 27, 2026 |
| American Capital Advisory, LLC | History | Reduced | 2,966 | 232 | 0.09% | 0.12% | 1113 | -539 | -15.38% | Q1 2026 | Apr 29, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 2,961 | 232 | 0.2% | 0.21% | 1114 | -300 | -9.2% | Q1 2026 | May 01, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 2,961 | 232 | 0.03% | 0.03% | 1112 | +4 | 0.14% | Q1 2026 | Apr 28, 2026 |
| Baskin Financial Services Inc. | History | No change | 2,945 | 231 | 0.02% | 0.02% | 1116 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HORAN Wealth, LLC | History | New | 2,917 | 228 | 0.02% | — | 1119 | +2,917 | New | Q1 2026 | May 08, 2026 |
| Wolff Financial Management LLC | History | Added to | 2,913 | 228 | 0.05% | 0.05% | 1118 | +12 | 0.41% | Q1 2026 | Apr 15, 2026 |
| Towerpoint Wealth, LLC | History | No change | 2,911 | 228 | 0.09% | 0.09% | 1117 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Granite Bay Wealth Management, LLC | History | New | 2,907 | 227 | 0.05% | — | 1120 | +2,907 | New | Q1 2026 | May 01, 2026 |
| TrueWealth Financial Partners | History | New | 2,895 | 226 | 0.09% | — | 1123 | +2,895 | New | Q1 2026 | May 20, 2026 |
| Windsor Capital Management, LLC | History | No change | 2,895 | 226 | 0.06% | 0.06% | 1121 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,884 | 226 | 0.05% | 0.05% | 1122 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,872 | 225 | 0.01% | 0.01% | 1124 | +9 | 0.31% | Q1 2026 | Apr 30, 2026 |
| Nautilus Advisors LLC | History | Reduced | 2,866 | 224 | 0.15% | 0.2% | 1126 | -934 | -24.58% | Q1 2026 | Apr 17, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 2,887 | 224 | 0.1% | 0.12% | 1125 | -617 | -17.61% | Q1 2026 | Apr 22, 2026 |
| Valtinson Bruner Financial Planning LLC | History | New | 2,855 | 223 | 0.06% | — | 1127 | +2,855 | New | Q1 2026 | May 05, 2026 |
| Financially in Tune, LLC | History | New | 2,831 | 222 | 0.19% | — | 1128 | +2,831 | New | Q1 2026 | Apr 22, 2026 |
| Addison Capital Co | History | New | 2,811 | 220 | 0.04% | — | 1132 | +2,811 | New | Q1 2026 | Apr 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 2,817 | 220 | 0.01% | 0.01% | 1131 | -588 | -17.27% | Q1 2026 | Apr 28, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 2,815 | 220 | 0.01% | 0.01% | 1130 | +262 | 10.26% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | No change | 2,813 | 220 | 0.01% | 0.01% | 1129 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WINCAP FINANCIAL LLC | History | Reduced | 2,799 | 219 | 0.15% | 0.15% | 1133 | -40 | -1.41% | Q1 2026 | Apr 09, 2026 |
| OLIO Financial Planning | History | Added to | 2,766 | 216 | 0.06% | 0.06% | 1134 | +101 | 3.79% | Q1 2026 | Apr 14, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 2,748 | 215 | 0.06% | 0.06% | 1135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 2,735 | 214 | 0.0% | 0.0% | 1136 | -4,257 | -60.88% | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 2,725 | 213 | 0.02% | — | 1139 | +2,725 | New | Q1 2026 | May 06, 2026 |
| NCM Capital Management, LLC | History | Reduced | 2,718 | 213 | 0.08% | 0.08% | 1137 | -175 | -6.05% | Q1 2026 | May 15, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,728 | 213 | 0.11% | 0.11% | 1138 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Goldstein Advisors, LLC | History | New | 2,711 | 212 | 0.02% | — | 1140 | +2,711 | New | Q1 2026 | Apr 28, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | New | 2,703 | 211 | 0.07% | — | 1142 | +2,703 | New | Q1 2026 | Apr 21, 2026 |
| Triumph Capital Management | History | Reduced | 2,697 | 211 | 0.04% | 0.05% | 1141 | -363 | -11.86% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | New | 2,694 | 210 | 0.01% | — | 1144 | +2,694 | New | Q1 2026 | May 14, 2026 |
| Atlas Wealth Partners, LLC | History | No change | 2,686 | 210 | 0.22% | 0.23% | 1143 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 2,662 | 208 | 0.15% | 0.15% | 1147 | +21 | 0.8% | Q1 2026 | May 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 2,655 | 208 | 0.01% | 0.01% | 1145 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 2,660 | 208 | 0.05% | 0.06% | 1146 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Occidental Asset Management, LLC | History | New | 2,649 | 207 | 0.02% | — | 1149 | +2,649 | New | Q1 2026 | Apr 15, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 2,650 | 207 | 0.1% | 0.1% | 1148 | +55 | 2.12% | Q1 2026 | May 15, 2026 |
| American Money Management, LLC | History | Reduced | 2,632 | 206 | 0.03% | 0.03% | 1150 | -43 | -1.61% | Q1 2026 | May 11, 2026 |
| Granite FO LLC | History | No change | 2,628 | 206 | 0.12% | 0.11% | 1151 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 2,599 | 204 | 0.01% | 0.01% | 1152 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,598 | 203 | 0.0% | — | 1154 | +2,598 | New | Q1 2026 | May 12, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 2,599 | 203 | 0.07% | 0.06% | 1153 | +349 | 15.51% | Q1 2026 | May 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 2,584 | 202 | 0.02% | 0.03% | 1155 | +6 | 0.23% | Q1 2026 | May 06, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 2,584 | 202 | 0.11% | 0.12% | 1156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FDx Advisors, Inc. | History | Added to | 2,568 | 201 | 0.06% | 0.1% | 1157 | +7 | 0.27% | Q1 2026 | May 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,500 | 196 | 0.0% | 0.0% | 1158 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,489 | 195 | 0.14% | 0.14% | 1159 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Lummis Asset Management, LP | History | No change | 2,460 | 192 | 0.11% | 0.12% | 1160 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 2,407 | 188 | 0.1% | 0.1% | 1161 | +52 | 2.21% | Q1 2026 | May 15, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 2,375 | 186 | 0.03% | 0.04% | 1163 | -1,000 | -29.63% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 2,382 | 186 | 0.0% | 0.0% | 1162 | -439 | -15.56% | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 2,307 | 181 | 0.03% | 0.03% | 1164 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 2,300 | 179 | 0.14% | 0.17% | 1165 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Blume Capital Management, Inc. | History | New | 2,200 | 172 | 0.03% | — | 1167 | +2,200 | New | Q1 2026 | May 01, 2026 |
| Pioneer Family Office, LLC | History | No change | 2,202 | 172 | 0.11% | 0.12% | 1166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,050 | 160 | 0.08% | 0.07% | 1168 | +306 | 17.55% | Q1 2026 | May 07, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,890 | 150 | 0.02% | 0.02% | 1169 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,852 | 145 | 0.01% | 0.01% | 1170 | +20 | 1.09% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 1,825 | 140 | 0.12% | 0.12% | 1171 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ESL Trust Services, LLC | History | Reduced | 1,780 | 139 | 0.03% | 0.03% | 1173 | -455 | -20.36% | Q1 2026 | May 07, 2026 |
| Hills Bank & Trust Co | History | No change | 1,777 | 139 | 0.01% | 0.01% | 1172 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WPG Advisers, LLC | History | No change | 1,764 | 138 | 0.1% | 0.1% | 1174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 1,704 | 133 | 0.08% | 0.08% | 1175 | -184 | -9.75% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,656 | 129 | 0.02% | 0.01% | 1178 | +394 | 31.22% | Q1 2026 | May 12, 2026 |
| Coastline Trust Co | History | No change | 1,650 | 129 | 0.01% | 0.01% | 1176 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Addison Advisors LLC | History | No change | 1,652 | 129 | 0.03% | 0.03% | 1177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,644 | 128 | 0.06% | 0.07% | 1179 | -12 | -0.72% | Q1 2026 | May 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 1,632 | 127 | 0.03% | 0.03% | 1180 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,530 | 119 | 0.02% | 0.02% | 1181 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,495 | 118 | 0.04% | 0.01% | 1182 | +1,270 | 564.44% | Q1 2026 | May 14, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 1,511 | 118 | 0.03% | 0.02% | 1183 | +543 | 56.1% | Q1 2026 | Apr 23, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,442 | 113 | 0.04% | 0.04% | 1184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | New | 1,429 | 112 | 0.0% | — | 1186 | +1,429 | New | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,431 | 112 | 0.0% | 0.0% | 1185 | -3 | -0.21% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,427 | 111 | 0.02% | 0.02% | 1187 | +252 | 21.45% | Q1 2026 | May 11, 2026 |
| Community Bank, N.A. | History | Reduced | 1,350 | 105 | 0.01% | 0.02% | 1188 | -1,246 | -48.0% | Q1 2026 | May 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1,340 | 105 | 0.08% | 0.09% | 1189 | -90 | -6.29% | Q1 2026 | Apr 21, 2026 |
| First Pacific Financial | History | Added to | 1,311 | 102 | 0.01% | 0.01% | 1190 | +373 | 39.77% | Q1 2026 | Apr 23, 2026 |
| Pacifica Partners Inc. | History | No change | 1,292 | 101 | 0.03% | 0.04% | 1191 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,269 | 99 | 0.04% | 0.03% | 1192 | +225 | 21.55% | Q1 2026 | Apr 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,256 | 98 | 0.04% | 0.03% | 1193 | +7 | 0.56% | Q1 2026 | Apr 14, 2026 |
| Clayton Financial Group LLC | History | No change | 1,229 | 96 | 0.05% | 0.05% | 1194 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,147 | 89 | 0.03% | 0.04% | 1195 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,134 | 88 | 0.01% | 0.01% | 1197 | -11 | -0.96% | Q1 2026 | May 01, 2026 |
| Front Row Advisors LLC | History | No change | 1,132 | 88 | 0.03% | 0.03% | 1196 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| JNBA Financial Advisors | History | No change | 1,115 | 87 | 0.01% | 0.01% | 1198 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,121 | 87 | 0.05% | 0.05% | 1199 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,085 | 85 | 0.03% | 0.03% | 1200 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Align Financial, LLC | History | Reduced | 1,059 | 83 | 0.05% | 0.05% | 1203 | -82,401 | -98.73% | Q1 2026 | May 08, 2026 |
| Clean Yield Group | History | No change | 1,064 | 83 | 0.02% | 0.02% | 1201 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Robinson Value Management, Ltd. | History | No change | 1,066 | 83 | 0.05% | 0.05% | 1202 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,050 | 82 | 0.01% | 0.0% | 1204 | +677 | 181.5% | Q1 2026 | May 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,019 | 80 | 0.02% | 0.02% | 1205 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WealthCollab, LLC | History | No change | 1,018 | 79 | 0.03% | 0.03% | 1206 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | Added to | 987 | 77 | 0.04% | 0.04% | 1208 | +15 | 1.54% | Q1 2026 | May 01, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 993 | 77 | 0.04% | 0.04% | 1207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wellington Grp LLC | History | Added to | 968 | 75 | 0.02% | 0.02% | 1210 | +340 | 54.14% | Q1 2026 | May 22, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 963 | 75 | 0.02% | 0.03% | 1209 | +10 | 1.05% | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | Added to | 937 | 73 | 0.0% | 0.0% | 1211 | +413 | 78.82% | Q1 2026 | Apr 27, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 900 | 70 | 0.07% | 0.07% | 1212 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 891 | 69 | 0.01% | 0.0% | 1213 | +394 | 79.28% | Q1 2026 | Apr 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 891 | 69 | 0.01% | 0.02% | 1214 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 874 | 68 | 0.05% | 0.05% | 1216 | +106 | 13.8% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 870 | 68 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 847 | 66 | 0.0% | 0.0% | 1217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 820 | 64 | 0.01% | — | 1219 | +820 | New | Q1 2026 | May 08, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 825 | 64 | 0.02% | 0.02% | 1218 | -63 | -7.09% | Q1 2026 | May 05, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 787 | 62 | 0.01% | 0.01% | 1220 | -182 | -18.78% | Q1 2026 | Apr 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 768 | 60 | 0.0% | 0.0% | 1221 | +531 | 224.05% | Q1 2026 | Apr 09, 2026 |
| Pacific Center for Financial Services | History | Added to | 766 | 60 | 0.02% | 0.01% | 1222 | +87 | 12.81% | Q1 2026 | May 12, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 741 | 57 | 0.0% | — | 1224 | +741 | New | Q1 2026 | May 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 737 | 57 | 0.02% | 0.02% | 1223 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 707 | 55 | 0.0% | 0.0% | 1225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Morse Asset Management, Inc | History | Reduced | 700 | 54 | 0.01% | 0.02% | 1226 | -800 | -53.33% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 679 | 53 | 0.0% | 0.0% | 1227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Caitlin John, LLC | History | Reduced | 674 | 52 | 0.03% | 0.05% | 1228 | -370 | -35.44% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 664 | 52 | 0.01% | 0.0% | 1229 | +276 | 71.13% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 671 | 52 | 0.04% | 0.05% | 1231 | -85 | -11.24% | Q1 2026 | May 11, 2026 |
| Ankerstar Wealth, LLC | History | No change | 667 | 52 | 0.05% | 0.05% | 1230 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ALERUS FINANCIAL NA | History | New | 646 | 50 | 0.0% | — | 1232 | +646 | New | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | New | 627 | 49 | 0.0% | — | 1235 | +627 | New | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | No change | 634 | 49 | 0.0% | 0.0% | 1233 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 625 | 49 | 0.02% | 0.02% | 1234 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 621 | 48 | 0.03% | 0.03% | 1236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 611 | 47 | 0.03% | 0.02% | 1237 | +187 | 44.1% | Q1 2026 | May 13, 2026 |
| Orion Capital Management LLC | History | Reduced | 599 | 46 | 0.02% | 0.02% | 1238 | -11 | -1.8% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 596 | 46 | 0.03% | 0.03% | 1239 | +2 | 0.34% | Q1 2026 | Apr 07, 2026 |
| ST GERMAIN D J CO INC | History | New | 568 | 44 | 0.0% | — | 1241 | +568 | New | Q1 2026 | Apr 13, 2026 |
| BAYBAN | History | Reduced | 565 | 44 | 0.04% | 0.06% | 1240 | -303 | -34.91% | Q1 2026 | Apr 24, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 553 | 43 | 0.02% | — | 1242 | +553 | New | Q1 2026 | May 08, 2026 |
| Westwind Capital | History | New | 530 | 42 | 0.01% | — | 1243 | +530 | New | Q1 2026 | Apr 14, 2026 |
| MATHER GROUP, LLC. | History | New | 516 | 40 | 0.0% | — | 1244 | +516 | New | Q1 2026 | Apr 13, 2026 |
| Y.D. More Investments Ltd | History | No change | 508 | 39 | 0.0% | 0.0% | 1245 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Horrell Capital Management, Inc. | History | No change | 485 | 38 | 0.02% | 0.02% | 1246 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 467 | 36 | 0.01% | 0.01% | 1247 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Stephens Consulting, LLC | History | No change | 460 | 36 | 0.01% | 0.01% | 1248 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 450 | 35 | 0.0% | 0.01% | 1249 | -610 | -57.55% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 438 | 34 | 0.0% | 0.0% | 1250 | +294 | 204.17% | Q1 2026 | Apr 28, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 444 | 34 | 0.03% | 0.03% | 1252 | +39 | 9.63% | Q1 2026 | May 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 442 | 34 | 0.01% | 0.01% | 1251 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investors Research Corp | History | Reduced | 424 | 33 | 0.01% | 0.01% | 1253 | -2 | -0.47% | Q1 2026 | Apr 03, 2026 |
| Financial Perspectives, Inc | History | No change | 427 | 33 | 0.01% | 0.01% | 1254 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 397 | 31 | 0.01% | 0.01% | 1255 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 389 | 30 | 0.02% | 0.02% | 1258 | -3 | -0.77% | Q1 2026 | Apr 07, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 389 | 30 | 0.0% | 0.0% | 1256 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 390 | 30 | 0.01% | 0.01% | 1257 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Colonial Trust Advisors | History | No change | 375 | 29 | 0.0% | 0.0% | 1259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 365 | 28 | 0.0% | 0.0% | 1260 | -63 | -14.72% | Q1 2026 | Apr 06, 2026 |
| Winthrop Capital Management, LLC | History | No change | 347 | 27 | 0.01% | 0.01% | 1261 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 332 | 26 | 0.0% | — | 1263 | +332 | New | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | Added to | 333 | 26 | 0.0% | 0.0% | 1262 | +221 | 197.32% | Q1 2026 | Apr 01, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 325 | 25 | 0.01% | — | 1266 | +325 | New | Q1 2026 | May 11, 2026 |
| Bank of New Hampshire | History | No change | 320 | 25 | 0.01% | 0.01% | 1264 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 327 | 25 | 0.02% | 0.02% | 1265 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 318 | 24 | 0.02% | 0.02% | 1267 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 291 | 22 | 0.01% | 0.05% | 1270 | -1,744 | -85.7% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 291 | 22 | 0.01% | 0.06% | 1269 | -1,634 | -84.88% | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | Reduced | 285 | 22 | 0.0% | 0.0% | 1268 | -134 | -31.98% | Q1 2026 | May 11, 2026 |
| Transce3nd, LLC | History | No change | 282 | 22 | 0.2% | 0.18% | 1271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 21,663 | 21 | 0.01% | — | 1273 | +21,663 | New | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | No change | 277 | 21 | 0.01% | 0.01% | 1272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 260 | 20 | 0.01% | 0.06% | 1277 | -1,241 | -82.68% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 260 | 20 | 0.0% | 0.0% | 1275 | -207 | -44.33% | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 267 | 20 | 0.01% | 0.01% | 1274 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | No change | 256 | 20 | 0.0% | 0.0% | 1276 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clark Wealth Partners | History | No change | 250 | 19 | 0.01% | 0.01% | 1278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Counsel, Inc | History | No change | 235 | 18 | 0.0% | 0.0% | 1279 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFG Advisory, LLC | History | Reduced | 225 | 17 | 0.05% | 0.25% | 1280 | -71,173 | -99.68% | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 212 | 16 | 0.0% | 0.0% | 1281 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Global Wealth Strategies & Associates | History | No change | 205 | 16 | 0.0% | 0.0% | 1282 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 204 | 16 | 0.01% | 0.01% | 1283 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 200 | 15 | 0.01% | 0.09% | 1286 | -1,400 | -87.5% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 197 | 15 | 0.0% | 0.0% | 1285 | +147 | 294.0% | Q1 2026 | May 01, 2026 |
| HM PAYSON & CO | History | Added to | 192 | 15 | 0.0% | 0.0% | 1284 | +1 | 0.52% | Q1 2026 | Apr 13, 2026 |
| Vision Retirement, LLC | History | New | 191 | 14 | 0.0% | — | 1292 | +191 | New | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | No change | 188 | 14 | 0.0% | 0.0% | 1287 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | No change | 185 | 14 | 0.0% | 0.0% | 1288 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 182 | 14 | 0.0% | 0.0% | 1289 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 189 | 14 | 0.01% | 0.01% | 1290 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Copia Wealth Management | History | No change | 190 | 14 | 0.01% | 0.01% | 1291 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tradewinds Capital Management, LLC | History | New | 170 | 13 | 0.0% | — | 1295 | +170 | New | Q1 2026 | Apr 14, 2026 |
| Costello Asset Management, INC | History | Added to | 170 | 13 | 0.0% | 0.0% | 1293 | +1 | 0.59% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 176 | 13 | 0.0% | 0.0% | 1294 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Nemes Rush Group LLC | History | New | 161 | 12 | 0.0% | — | 1298 | +161 | New | Q1 2026 | Apr 21, 2026 |
| HHM Wealth Advisors, LLC | History | New | 159 | 12 | 0.0% | — | 1297 | +159 | New | Q1 2026 | Apr 17, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 154 | 12 | 0.01% | — | 1299 | +154 | New | Q1 2026 | Apr 21, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 154 | 12 | 0.01% | 0.01% | 1296 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 151 | 11 | 0.0% | 0.0% | 1300 | +5 | 3.42% | Q1 2026 | May 08, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 152 | 11 | 0.01% | 0.01% | 1302 | +1 | 0.66% | Q1 2026 | Apr 22, 2026 |
| Longview Financial Advisors LLC | History | No change | 150 | 11 | 0.01% | 0.01% | 1301 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BARD ASSOCIATES INC | History | New | 137 | 10 | 0.0% | — | 1306 | +137 | New | Q1 2026 | May 07, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 140 | 10 | 0.0% | 0.0% | 1303 | -15 | -9.68% | Q1 2026 | Apr 22, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 139 | 10 | 0.0% | 0.0% | 1305 | +1 | 0.72% | Q1 2026 | Apr 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 130 | 10 | 0.0% | 0.0% | 1304 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CITY HOLDING CO | History | New | 121 | 9 | 0.0% | — | 1308 | +121 | New | Q1 2026 | Apr 15, 2026 |
| Meramec Financial Planners, LLC | History | New | 121 | 9 | 0.0% | — | 1309 | +121 | New | Q1 2026 | Apr 27, 2026 |
| TSFG, LLC | History | Reduced | 112 | 9 | 0.0% | 0.0% | 1307 | -19 | -14.5% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 112 | 8 | 0.0% | — | 1313 | +112 | New | Q1 2026 | May 14, 2026 |
| Rakuten Securities, Inc. | History | New | 106 | 8 | 0.0% | — | 1314 | +106 | New | Q1 2026 | May 01, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 115 | 8 | 0.01% | 0.01% | 1311 | +2 | 1.77% | Q1 2026 | Apr 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 103 | 8 | 0.0% | 0.0% | 1310 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advocate Investing Services LLC | History | No change | 103 | 8 | 0.01% | 0.01% | 1312 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | Reduced | 93 | 7 | 0.0% | 0.01% | 1315 | -660 | -87.65% | Q1 2026 | Apr 24, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 92 | 7 | 0.0% | 0.0% | 1316 | -113 | -55.12% | Q1 2026 | May 04, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 97 | 7 | 0.0% | 0.0% | 1317 | -69 | -41.57% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Reduced | 73 | 6 | 0.0% | 0.0% | 1318 | -346 | -82.58% | Q1 2026 | Apr 06, 2026 |
| Darwin Wealth Management, LLC | History | New | 89 | 6 | 0.0% | — | 1321 | +89 | New | Q1 2026 | May 01, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 78 | 6 | 0.0% | — | 1322 | +78 | New | Q1 2026 | Apr 16, 2026 |
| Covestor Ltd | History | Reduced | 72 | 6 | 0.0% | 0.01% | 1320 | -49 | -40.5% | Q1 2026 | May 05, 2026 |
| Princeton Global Asset Management LLC | History | No change | 81 | 6 | 0.0% | 0.0% | 1319 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nova Wealth Management, Inc. | History | New | 66 | 5 | 0.0% | — | 1327 | +66 | New | Q1 2026 | Apr 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 66 | 5 | 0.0% | 0.0% | 1324 | -20 | -23.26% | Q1 2026 | May 14, 2026 |
| Pflug Koory, LLC | History | Added to | 67 | 5 | 0.0% | 0.0% | 1325 | +1 | 1.52% | Q1 2026 | Apr 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 71 | 5 | 0.0% | 0.0% | 1323 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 1326 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 57 | 4 | 0.0% | 0.0% | 1329 | +5 | 9.62% | Q1 2026 | Apr 24, 2026 |
| ADIRONDACK TRUST CO | History | No change | 53 | 4 | 0.0% | 0.0% | 1328 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Financial Connections Group, Inc. | History | Added to | 41 | 3 | 0.0% | — | 1332 | +34 | 485.71% | Q1 2026 | May 01, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 48 | 3 | 0.0% | 0.0% | 1330 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Legacy Bridge, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 1331 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GGM Financial LLC | History | New | 38 | 2 | 0.0% | — | 1336 | +38 | New | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 31 | 2 | 0.0% | 0.0% | 1333 | -31 | -50.0% | Q1 2026 | Apr 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 27 | 2 | 0.0% | 0.0% | 1334 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Valued Wealth Advisors LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 1335 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 1339 | -775 | -97.36% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 1342 | -25 | -58.14% | Q1 2026 | Apr 22, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 25 | 1 | 0.0% | — | 1343 | +25 | New | Q1 2026 | Apr 20, 2026 |
| GAMMA Investing LLC | History | Added to | 16 | 1 | 0.0% | 0.0% | 1341 | +2 | 14.29% | Q1 2026 | Apr 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 22 | 1 | 0.0% | 0.0% | 1337 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Richardson Capital Management LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 1338 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1340 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nearwater Capital Markets, Ltd | History | Closed out | 0 | 0 | — | 1.08% | — | -800,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -589,892 | -100.0% | Q1 2026 | May 11, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.04% | — | -302,800 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -138,648 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.1% | — | -50,797 | -100.0% | Q1 2026 | May 15, 2026 |
| Eschler Asset Management LLP | History | Closed out | 0 | 0 | — | 2.59% | — | -48,682 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,629 | -100.0% | Q1 2026 | May 14, 2026 |
| Mezzasalma Advisors, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -27,589 | -100.0% | Q1 2026 | Apr 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -20,858 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.14% | — | -19,910 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,840 | -100.0% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,884 | -100.0% | Q1 2026 | May 15, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -9,467 | -100.0% | Q1 2026 | May 14, 2026 |
| AMARA FINANCIAL, LLC. | History | Closed out | 0 | 0 | — | 0.48% | — | -8,739 | -100.0% | Q1 2026 | May 07, 2026 |
| Shore Point Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -8,248 | -100.0% | Q1 2026 | Apr 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,133 | -100.0% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,896 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,140 | -100.0% | Q1 2026 | May 14, 2026 |
| Centennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -6,971 | -100.0% | Q1 2026 | Apr 21, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,970 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -5,715 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,501 | -100.0% | Q1 2026 | May 11, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,351 | -100.0% | Q1 2026 | May 01, 2026 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,615 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,518 | -100.0% | Q1 2026 | May 15, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 0.17% | — | -4,450 | -100.0% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,355 | -100.0% | Q1 2026 | May 15, 2026 |
| Stockman Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,181 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -4,119 | -100.0% | Q1 2026 | May 06, 2026 |
| Cascade Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -3,880 | -100.0% | Q1 2026 | Apr 13, 2026 |
| SilverOak Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,643 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,519 | -100.0% | Q1 2026 | Apr 21, 2026 |
| DecisionMap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,311 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -3,268 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,189 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -3,157 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,108 | -100.0% | Q1 2026 | May 08, 2026 |
| Vannoy Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,913 | -100.0% | Q1 2026 | Apr 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,903 | -100.0% | Q1 2026 | May 21, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,812 | -100.0% | Q1 2026 | Apr 13, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Closed out | 0 | 0 | — | 0.12% | — | -2,790 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Smith Partners Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -2,757 | -100.0% | Q1 2026 | May 11, 2026 |
| Essex Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -2,708 | -100.0% | Q1 2026 | Apr 17, 2026 |
| PEOPLES BANK /OH | History | Closed out | 0 | 0 | — | 0.13% | — | -2,685 | -100.0% | Q1 2026 | Apr 24, 2026 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,671 | -100.0% | Q1 2026 | Apr 27, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,656 | -100.0% | Q1 2026 | May 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,644 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Braun-Bostich & Associates Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -2,604 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,603 | -100.0% | Q1 2026 | May 01, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -2,561 | -100.0% | Q1 2026 | May 13, 2026 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -2,556 | -100.0% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,552 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,237 | -100.0% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | Closed out | 0 | 0 | — | 0.08% | — | -2,056 | -100.0% | Q1 2026 | May 05, 2026 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -1,917 | -100.0% | Q1 2026 | May 01, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,506 | -100.0% | Q1 2026 | May 07, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,277 | -100.0% | Q1 2026 | May 04, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -831 | -100.0% | Q1 2026 | May 12, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -582 | -100.0% | Q1 2026 | May 14, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -551 | -100.0% | Q1 2026 | May 14, 2026 |
| Hamrick Investment Counsel, llc | History | Closed out | 0 | 0 | — | 0.02% | — | -394 | -100.0% | Q1 2026 | May 11, 2026 |
| BIRCHBROOK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -390 | -100.0% | Q1 2026 | Apr 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -335 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 04, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | May 06, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 01, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 08, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 19, 2026 |
| RHL GROUP, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -27 | -96.43% | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 09, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 15, 2026 |
| Graney & King, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 18, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| Trust Co | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |