Dimensional ETF Trust - DFAC
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 | 70,292,321 | 2,731,559 | 4.04% | 3.88% | 1 | +5,934,118 | 9.22% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 42,584,120 | 1,659,988 | 1.85% | 1.93% | 2 | -120,789 | -0.28% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Added to | 42,328,643 | 1,644,891 | 23.27% | 21.15% | 3 | +1,259,943 | 3.07% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 17,846,261 | 693,498 | 6.99% | 7.74% | 4 | +1,907,134 | 11.97% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 17,506,918 | 680,318 | 0.18% | 0.19% | 5 | -235,428 | -1.33% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 15,724,523 | 661,845 | 9.82% | 10.89% | 6 | +1,809,569 | 13.0% | Q1 2026 | Apr 20, 2026 |
| Greenspring Advisors, LLC | History | Added to | 13,364,540 | 519,346 | 31.65% | 32.19% | 7 | +111,529 | 0.84% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,259,708 | 515,272 | 0.14% | 0.14% | 8 | +1,167,601 | 9.66% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Added to | 12,388,275 | 481,408 | 2.33% | 1.81% | 9 | +4,363,314 | 54.37% | Q1 2026 | May 04, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 12,077,663 | 469,337 | 33.59% | 34.24% | 10 | +478,929 | 4.13% | Q1 2026 | Apr 29, 2026 |
| Plancorp, LLC | History | Reduced | 10,336,005 | 418,504 | 11.9% | 12.48% | 11 | -92,375 | -0.89% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 9,231,772 | 358,746 | 43.82% | 45.64% | 12 | +120,004 | 1.32% | Q1 2026 | Apr 23, 2026 |
| Geometric Wealth Advisors | History | Added to | 8,696,860 | 337,959 | 42.32% | 43.65% | 13 | +125,891 | 1.47% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,337,551 | 323,997 | 0.45% | 0.42% | 14 | +380,978 | 4.79% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 7,709,244 | 299,581 | 1.21% | 0.97% | 15 | +1,746,014 | 29.28% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,504,975 | 291,643 | 2.29% | 2.37% | 16 | -17,860 | -0.24% | Q1 2026 | May 01, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 6,838,156 | 265,730 | 25.19% | 26.01% | 17 | +148,780 | 2.22% | Q1 2026 | May 13, 2026 |
| Symmetry Partners, LLC | History | Added to | 6,694,957 | 260,166 | 14.86% | 15.23% | 18 | +194,476 | 2.99% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 5,901,121 | 229,317 | 1.21% | 1.66% | 19 | -74,806 | -1.25% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,870,993 | 228,146 | 0.02% | 0.02% | 20 | +535,916 | 10.05% | Q1 2026 | May 15, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 5,546,947 | 215,554 | 11.61% | 11.55% | 21 | +66,576 | 1.21% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,433,706 | 211,153 | 0.22% | 0.25% | 22 | -304,383 | -5.3% | Q1 2026 | May 05, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 4,902,914 | 198,518 | 17.87% | 18.54% | 23 | +58,890 | 1.22% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 5,037,164 | 195,744 | 2.17% | 2.56% | 24 | +247,918 | 5.18% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 4,952,425 | 192,451 | 6.93% | 7.07% | 25 | +108,604 | 2.24% | Q1 2026 | May 13, 2026 |
| AWM CAPITAL, LLC | History | Added to | 4,851,503 | 188,529 | 17.06% | 17.08% | 26 | +97,842 | 2.06% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,831,430 | 187,749 | 2.25% | 2.22% | 27 | -16,672 | -0.34% | Q1 2026 | May 06, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 4,664,603 | 181,266 | 24.65% | 25.22% | 28 | +407,978 | 9.58% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,611,433 | 179,200 | 0.06% | 0.06% | 29 | +55,020 | 1.21% | Q1 2026 | May 14, 2026 |
| Heritage Financial Services, LLC | History | No change | 4,520,404 | 178,962 | 14.94% | 14.94% | 30 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 4,461,856 | 173,415 | 0.24% | 0.23% | 31 | +466,400 | 11.67% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 4,350,772 | 172,247 | 11.31% | 11.31% | 32 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 4,414,037 | 171,529 | 0.27% | 0.29% | 33 | -226,966 | -4.89% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,205,759 | 163,433 | 0.23% | 0.24% | 34 | -306,421 | -6.79% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 4,186,049 | 162,669 | 2.33% | 2.7% | 35 | -63,861 | -1.5% | Q1 2026 | Apr 10, 2026 |
| Stratos Investment Management, LLC | History | Added to | 4,182,010 | 162,512 | 6.52% | 6.45% | 36 | +117,762 | 2.9% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 4,117,890 | 160,015 | 0.19% | 0.18% | 37 | +353,224 | 9.38% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 4,046,394 | 157,242 | 8.8% | 8.31% | 38 | +320,259 | 8.59% | Q1 2026 | Apr 20, 2026 |
| Austin Asset Management Co Inc | History | Added to | 4,042,822 | 157,104 | 25.83% | 26.23% | 39 | +9,629 | 0.24% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,033,269 | 156,732 | 1.53% | 1.53% | 40 | +93,371 | 2.37% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 3,991,743 | 155,119 | 8.33% | 8.55% | 41 | -10,472 | -0.26% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,851,225 | 149,659 | 1.17% | 1.2% | 42 | +275,434 | 7.7% | Q1 2026 | Apr 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 3,835,945 | 149,064 | 11.92% | 12.89% | 43 | -129,461 | -3.26% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 3,814,103 | 148,216 | 13.32% | 12.99% | 44 | +285,292 | 8.08% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3,791,506 | 147,337 | 31.76% | 32.63% | 45 | +45,668 | 1.22% | Q1 2026 | May 06, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 3,783,233 | 147,016 | 19.47% | 19.94% | 46 | +38,957 | 1.04% | Q1 2026 | Apr 21, 2026 |
| United Wealth Management, LLC | History | Added to | 3,762,717 | 146,219 | 36.35% | 36.97% | 47 | +152,796 | 4.23% | Q1 2026 | May 01, 2026 |
| Burton Enright Welch | History | Added to | 3,744,102 | 145,495 | 19.78% | 20.5% | 48 | +65,731 | 1.79% | Q1 2026 | May 01, 2026 |
| Triune Financial Partners, LLC | History | Added to | 3,684,951 | 143,197 | 34.05% | 34.52% | 49 | +54,526 | 1.5% | Q1 2026 | Apr 30, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 3,676,377 | 142,864 | 59.32% | 60.88% | 50 | +49,063 | 1.35% | Q1 2026 | Apr 14, 2026 |
| Financial Plan, Inc. | History | Added to | 3,536,742 | 137,437 | 14.73% | 15.17% | 51 | +199,681 | 5.98% | Q1 2026 | Apr 24, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 3,515,498 | 136,612 | 31.26% | 31.78% | 52 | +91,210 | 2.66% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 3,427,113 | 133,178 | 0.25% | 0.25% | 53 | +155,719 | 4.76% | Q1 2026 | May 14, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 3,324,162 | 129,176 | 2.78% | 2.77% | 54 | +384,633 | 13.08% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 3,324,162 | 129,176 | 2.41% | 2.39% | 55 | +384,633 | 13.08% | Q1 2026 | May 06, 2026 |
| Zhang Financial LLC | History | Reduced | 3,263,205 | 126,808 | 4.38% | 4.9% | 56 | -58,206 | -1.75% | Q1 2026 | May 06, 2026 |
| Syverson Strege & Co | History | Reduced | 3,181,539 | 123,634 | 29.75% | 30.23% | 57 | -44,415 | -1.38% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,142,236 | 122,107 | 0.97% | 1.2% | 58 | +583,392 | 22.8% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 3,108,602 | 120,800 | 0.25% | 0.23% | 59 | +41,919 | 1.37% | Q1 2026 | May 14, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 3,082,266 | 119,776 | 21.62% | 22.76% | 60 | +51,223 | 1.69% | Q1 2026 | Apr 13, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 3,058,573 | 118,856 | 44.31% | 44.02% | 61 | +152,857 | 5.26% | Q1 2026 | Apr 20, 2026 |
| Core Wealth Management, Inc. | History | Added to | 3,054,577 | 118,700 | 36.37% | 37.35% | 62 | +25,856 | 0.85% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,019,065 | 117,321 | 0.02% | 0.02% | 63 | -91,588 | -2.94% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,018,682 | 117,306 | 15.49% | 15.54% | 64 | +292,808 | 10.74% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,983,695 | 116,901 | 0.24% | 0.24% | 65 | -1,362,805 | -31.35% | Q1 2026 | Apr 08, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 2,890,247 | 112,315 | 18.5% | 19.8% | 66 | -11,398 | -0.39% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 2,858,739 | 111,090 | 6.32% | 6.7% | 67 | +32,330 | 1.14% | Q1 2026 | Apr 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,851,717 | 110,817 | 0.52% | 0.51% | 68 | +102,190 | 3.72% | Q1 2026 | Apr 24, 2026 |
| BetterWealth, LLC | History | Added to | 2,830,509 | 109,993 | 21.58% | 25.29% | 69 | +29,424 | 1.05% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 2,760,059 | 107,255 | 0.07% | 0.07% | 70 | +343,039 | 14.19% | Q1 2026 | May 12, 2026 |
| RAM Investment Partners, LLC | History | Added to | 2,739,860 | 106,470 | 18.7% | 19.56% | 71 | +8,080 | 0.3% | Q1 2026 | May 04, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 2,620,847 | 101,846 | 39.16% | 39.97% | 72 | +37,892 | 1.47% | Q1 2026 | May 01, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 2,599,253 | 101,006 | 14.64% | 15.9% | 73 | -7,087 | -0.27% | Q1 2026 | May 11, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 2,595,688 | 100,868 | 31.56% | 33.18% | 74 | +41,299 | 1.62% | Q1 2026 | May 06, 2026 |
| New Capital Management LP | History | Reduced | 2,557,586 | 99,387 | 24.5% | 26.46% | 75 | -103,274 | -3.88% | Q1 2026 | Apr 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,493,127 | 96,882 | 3.68% | 3.47% | 76 | +89,325 | 3.72% | Q1 2026 | May 11, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 2,469,701 | 95,972 | 25.97% | 24.91% | 77 | +182,381 | 7.97% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,462,633 | 95,697 | 0.36% | 0.35% | 78 | +290,524 | 13.38% | Q1 2026 | Apr 30, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 2,439,644 | 94,804 | 37.96% | 39.3% | 79 | +19,060 | 0.79% | Q1 2026 | May 12, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 2,382,749 | 94,333 | 31.74% | 31.74% | 80 | -1,134 | -0.05% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 2,380,620 | 92,510 | 12.7% | 13.57% | 81 | -106,396 | -4.28% | Q1 2026 | May 14, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,362,453 | 91,804 | 4.87% | 4.93% | 82 | +102,895 | 4.55% | Q1 2026 | Apr 27, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 2,333,696 | 90,687 | 9.55% | 11.74% | 83 | +733,307 | 45.82% | Q1 2026 | Apr 17, 2026 |
| LRI Investments, LLC | History | Reduced | 2,310,836 | 89,799 | 7.95% | 7.46% | 84 | -22,952 | -0.98% | Q1 2026 | Apr 30, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 2,299,117 | 89,343 | 25.07% | 26.08% | 85 | -2,066,078 | -47.33% | Q1 2026 | Apr 16, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 2,290,135 | 88,994 | 22.92% | 24.21% | 86 | -43,072 | -1.85% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 2,289,602 | 88,973 | 0.18% | 0.18% | 87 | +714 | 0.03% | Q1 2026 | May 06, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 2,274,675 | 88,393 | 13.38% | 13.91% | 88 | -33,751 | -1.46% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,271,718 | 88,280 | 0.13% | 0.21% | 89 | -1,345,434 | -37.2% | Q1 2026 | May 15, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 2,261,881 | 87,896 | 24.77% | 23.88% | 90 | +36,289 | 1.63% | Q1 2026 | Apr 15, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 2,255,255 | 87,639 | 29.3% | 29.04% | 91 | +301,502 | 15.43% | Q1 2026 | May 13, 2026 |
| Sensible Money, LLC | History | Added to | 2,210,467 | 85,898 | 26.13% | 25.67% | 92 | +179,968 | 8.86% | Q1 2026 | Apr 21, 2026 |
| Verisail Partners, LLC | History | Added to | 2,190,338 | 85,116 | 34.53% | 35.3% | 93 | +19,476 | 0.9% | Q1 2026 | Apr 20, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 2,189,130 | 85,069 | 16.3% | 17.02% | 94 | +67,761 | 3.19% | Q1 2026 | Apr 24, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 2,184,097 | 84,874 | 12.8% | 13.31% | 95 | +10,850 | 0.5% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,175,911 | 84,555 | 0.04% | 0.03% | 96 | +668,236 | 44.32% | Q1 2026 | May 15, 2026 |
| Warburton Capital Management, LLC | History | Reduced | 2,031,981 | 82,518 | 40.24% | 45.47% | 97 | -1,990 | -0.1% | Q1 2026 | May 01, 2026 |
| MASECO LLP | History | Added to | 2,112,163 | 82,089 | 2.57% | 2.95% | 98 | +398,067 | 23.22% | Q1 2026 | Apr 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 2,042,632 | 80,867 | 3.92% | 3.83% | 99 | -12,285 | -0.6% | Q1 2026 | Apr 08, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 2,026,321 | 78,742 | 43.7% | 42.47% | 100 | +58,271 | 2.96% | Q1 2026 | Apr 22, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 2,022,586 | 78,595 | 21.71% | 22.09% | 101 | -158,356 | -7.26% | Q1 2026 | May 14, 2026 |
| VANCE WEALTH, LLC | History | Added to | 1,958,955 | 76,124 | 21.99% | 22.41% | 102 | +53,163 | 2.79% | Q1 2026 | May 15, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 1,938,721 | 75,338 | 25.52% | 26.69% | 103 | +64,003 | 3.41% | Q1 2026 | Apr 23, 2026 |
| One Degree Advisors Inc | History | Added to | 1,895,239 | 73,649 | 19.32% | 19.58% | 104 | +95,967 | 5.33% | Q1 2026 | May 01, 2026 |
| Planning Center, Inc. | History | Reduced | 1,877,973 | 72,978 | 7.39% | 7.77% | 105 | -43,687 | -2.27% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 1,869,418 | 72,645 | 0.08% | 0.08% | 106 | +8,305 | 0.45% | Q1 2026 | May 13, 2026 |
| Mattern Wealth Management LLC | History | Added to | 1,853,241 | 72,016 | 14.04% | 13.97% | 107 | +19,860 | 1.08% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,903,169 | 71,958 | 0.0% | 0.0% | 108 | +163,248 | 9.38% | Q1 2026 | May 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 1,849,146 | 71,857 | 33.82% | 37.44% | 109 | -236,505 | -11.34% | Q1 2026 | May 08, 2026 |
| CAPSTONE CAPITAL LLC | History | Added to | 1,839,261 | 71,473 | 46.03% | 46.7% | 110 | +23,859 | 1.31% | Q1 2026 | Apr 23, 2026 |
| Financial Symmetry Inc | History | Added to | 1,680,901 | 71,287 | 25.33% | 25.52% | 111 | +100,284 | 6.34% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,831,592 | 71,175 | 0.46% | 0.47% | 112 | +11,846 | 0.65% | Q1 2026 | Apr 27, 2026 |
| Straight Path Wealth Management | History | Added to | 1,820,547 | 70,746 | 18.9% | 18.17% | 113 | +118,421 | 6.96% | Q1 2026 | Apr 22, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 1,810,343 | 70,349 | 21.14% | 21.36% | 114 | +23,001 | 1.29% | Q1 2026 | Apr 27, 2026 |
| Chico Wealth RIA | History | Added to | 1,795,130 | 69,758 | 42.61% | 43.44% | 115 | +110,792 | 6.58% | Q1 2026 | May 08, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 1,768,296 | 68,715 | 2.9% | 2.76% | 116 | -119,637 | -6.34% | Q1 2026 | Apr 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,718,842 | 66,794 | 0.98% | 1.08% | 117 | -80,763 | -4.49% | Q1 2026 | Apr 09, 2026 |
| WorthPointe, LLC | History | Reduced | 1,717,802 | 66,753 | 18.07% | 17.92% | 118 | -5,516 | -0.32% | Q1 2026 | May 12, 2026 |
| Shearwater Capital LLC | History | Added to | 1,703,919 | 66,214 | 34.72% | 38.46% | 119 | +11,606 | 0.69% | Q1 2026 | Apr 09, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 1,698,938 | 66,020 | 39.46% | 43.5% | 120 | -149,927 | -8.11% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Added to | 1,678,311 | 65,219 | 0.01% | 0.01% | 121 | +300,813 | 21.84% | Q1 2026 | May 05, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 1,651,450 | 64,175 | 19.21% | 19.88% | 122 | +3,945 | 0.24% | Q1 2026 | Apr 10, 2026 |
| Tillman Hartley LLC | History | Reduced | 1,632,831 | 63,451 | 15.93% | 16.31% | 123 | -8,869 | -0.54% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,631,943 | 63,417 | 0.12% | 0.01% | 124 | +1,584,747 | 3357.8% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,600,324 | 63,356 | 0.25% | 0.25% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 1,623,989 | 63,108 | 18.11% | 18.93% | 126 | +39,428 | 2.49% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,581,883 | 61,883 | 0.58% | 0.44% | 127 | +539,617 | 51.77% | Q1 2026 | Apr 07, 2026 |
| WNY Asset Management, LLC | History | New | 1,589,897 | 61,783 | 6.39% | — | 128 | +1,589,897 | New | Q1 2026 | May 22, 2026 |
| Glassman Wealth Services | History | Added to | 1,576,925 | 61,279 | 8.33% | 8.17% | 129 | +47,945 | 3.14% | Q1 2026 | May 04, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 1,441,815 | 60,859 | 17.2% | 18.29% | 130 | +32,533 | 2.31% | Q1 2026 | Apr 27, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 1,565,502 | 60,835 | 25.18% | 25.84% | 131 | +15,611 | 1.01% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,586,685 | 59,992 | 2.17% | 2.42% | 132 | -11,520 | -0.72% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,536,303 | 59,700 | 1.08% | 1.09% | 133 | -7,713 | -0.5% | Q1 2026 | Apr 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 1,520,771 | 59,097 | 1.12% | 1.18% | 134 | -61,943 | -3.91% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,516,278 | 58,922 | 0.73% | 0.82% | 135 | -63,360 | -4.01% | Q1 2026 | May 11, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 1,507,348 | 58,575 | 8.71% | 8.63% | 136 | +88,544 | 6.24% | Q1 2026 | Apr 21, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 1,507,026 | 58,563 | 24.56% | 24.1% | 137 | +134,245 | 9.78% | Q1 2026 | Apr 08, 2026 |
| Aspen Capital Management, LLC | History | Added to | 1,492,918 | 58,014 | 14.36% | 13.48% | 138 | +117,653 | 8.55% | Q1 2026 | Apr 17, 2026 |
| Passive Capital Management, LLC. | History | Added to | 1,419,268 | 55,152 | 16.47% | 16.7% | 139 | +70,540 | 5.23% | Q1 2026 | May 14, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 1,380,842 | 54,667 | 21.36% | 21.36% | 140 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| True Wealth Design, LLC | History | Added to | 1,400,761 | 54,433 | 15.1% | 15.83% | 141 | +36,715 | 2.69% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,389,678 | 54,002 | 0.46% | 0.47% | 142 | -226,297 | -14.0% | Q1 2026 | May 13, 2026 |
| Applied Capital LLC | History | Added to | 1,382,077 | 53,707 | 20.05% | 20.59% | 143 | +30,572 | 2.26% | Q1 2026 | Apr 22, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 1,377,960 | 53,547 | 11.53% | 11.29% | 144 | +71,022 | 5.43% | Q1 2026 | Apr 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 1,372,177 | 53,322 | 3.56% | 5.31% | 145 | -103,813 | -7.03% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 1,368,036 | 53,161 | 0.26% | 0.28% | 146 | -7,489 | -0.54% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 1,326,887 | 51,562 | 7.75% | 7.86% | 147 | +65,652 | 5.21% | Q1 2026 | Apr 14, 2026 |
| Trust Co of the South | History | Added to | 1,302,301 | 50,607 | 8.14% | 8.21% | 148 | +12,883 | 1.0% | Q1 2026 | Apr 06, 2026 |
| RS CRUM INC. | History | Added to | 1,288,252 | 50,061 | 9.68% | 9.87% | 149 | +40,579 | 3.25% | Q1 2026 | Apr 15, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 1,276,183 | 49,592 | 15.91% | 16.88% | 150 | +41,084 | 3.33% | Q1 2026 | Apr 15, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 1,239,464 | 48,166 | 34.96% | 36.22% | 151 | +22,644 | 1.86% | Q1 2026 | Apr 17, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 1,226,668 | 47,668 | 23.28% | 24.2% | 152 | -23,153 | -1.85% | Q1 2026 | May 14, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 1,208,315 | 46,955 | 31.64% | 31.53% | 153 | +85,075 | 7.57% | Q1 2026 | Apr 13, 2026 |
| Vestment Financial LLC | History | Added to | 1,108,406 | 46,697 | 21.99% | 21.89% | 154 | +70,874 | 6.83% | Q1 2026 | May 01, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 1,178,323 | 45,789 | 28.99% | 29.56% | 155 | +232 | 0.02% | Q1 2026 | Apr 22, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 1,175,347 | 45,673 | 13.87% | 14.53% | 156 | +1,263 | 0.11% | Q1 2026 | Apr 15, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 1,167,414 | 45,365 | 18.06% | 18.93% | 157 | -4,040 | -0.34% | Q1 2026 | Apr 24, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 1,139,712 | 44,289 | 6.84% | 7.38% | 158 | -17,832 | -1.54% | Q1 2026 | May 12, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 1,136,845 | 44,177 | 18.28% | 17.69% | 159 | +4,183 | 0.37% | Q1 2026 | Apr 15, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 1,125,104 | 43,721 | 12.15% | 12.58% | 160 | +75,004 | 7.14% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,123,648 | 43,664 | 0.32% | 0.17% | 161 | +596,349 | 113.1% | Q1 2026 | Apr 15, 2026 |
| Abel Hall, LLC | History | Added to | 1,109,445 | 43,113 | 9.18% | 9.79% | 162 | +50,792 | 4.8% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,087,520 | 43,054 | 0.28% | 0.3% | 163 | -6,910 | -0.63% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 1,103,495 | 42,881 | 4.64% | 4.47% | 164 | +71,015 | 6.88% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,100,207 | 42,754 | 0.01% | — | 165 | +1,100,207 | New | Q1 2026 | May 13, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 1,093,766 | 42,503 | 23.91% | 24.9% | 166 | -29,724 | -2.65% | Q1 2026 | May 14, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 1,087,692 | 42,267 | 24.15% | 23.45% | 167 | +43,004 | 4.12% | Q1 2026 | May 11, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 1,081,040 | 42,009 | 12.98% | 13.59% | 168 | -50,098 | -4.43% | Q1 2026 | Apr 20, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 1,076,380 | 41,828 | 20.19% | 20.12% | 169 | +55,219 | 5.41% | Q1 2026 | Apr 23, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,055,204 | 41,005 | 13.85% | 15.16% | 170 | -14,875 | -1.39% | Q1 2026 | May 08, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 1,040,681 | 40,888 | 34.68% | 35.94% | 171 | +6,004 | 0.58% | Q1 2026 | May 15, 2026 |
| Platform Wealth Management, LLC | History | No change | 1,032,484 | 40,876 | 10.87% | 10.87% | 172 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,050,727 | 40,831 | 0.11% | 0.11% | 173 | +36,297 | 3.58% | Q1 2026 | Apr 30, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,027,815 | 39,940 | 2.45% | 2.51% | 174 | +58,118 | 5.99% | Q1 2026 | Apr 20, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 1,026,409 | 39,886 | 13.93% | 15.16% | 175 | +55,446 | 5.71% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,005,870 | 39,088 | 0.07% | 0.06% | 176 | +225,061 | 28.82% | Q1 2026 | May 15, 2026 |
| Vantage Point Financial LLC | History | Added to | 1,002,720 | 38,965 | 13.67% | 13.95% | 177 | +17,548 | 1.78% | Q1 2026 | May 01, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 1,000,413 | 38,876 | 6.73% | 6.66% | 178 | +70,131 | 7.54% | Q1 2026 | Apr 08, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 982,700 | 38,187 | 14.53% | 14.8% | 179 | +26,950 | 2.82% | Q1 2026 | Apr 15, 2026 |
| Vested Financial Planning, LLC | History | Reduced | 980,912 | 38,118 | 29.04% | 29.95% | 180 | -1,474 | -0.15% | Q1 2026 | Apr 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 897,015 | 37,791 | 0.84% | 0.86% | 181 | +34,144 | 3.96% | Q1 2026 | May 04, 2026 |
| Parker Financial LLC | History | Added to | 969,768 | 37,533 | 15.0% | 15.18% | 182 | +24,683 | 2.61% | Q1 2026 | Apr 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 957,846 | 37,221 | 0.99% | 0.86% | 183 | +288,074 | 43.01% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 956,946 | 37,186 | 0.72% | 1.2% | 184 | -592,049 | -38.22% | Q1 2026 | Apr 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 950,162 | 37,170 | 5.94% | 6.33% | 185 | +32,455 | 3.54% | Q1 2026 | Apr 14, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 953,265 | 37,043 | 20.05% | 21.37% | 186 | +12,280 | 1.31% | Q1 2026 | May 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 945,752 | 36,751 | 19.31% | 19.58% | 187 | +13,693 | 1.47% | Q1 2026 | May 07, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 933,147 | 36,262 | 9.52% | 9.88% | 188 | -1,389 | -0.15% | Q1 2026 | Apr 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 921,453 | 35,807 | 3.53% | 4.2% | 189 | +75,563 | 8.93% | Q1 2026 | Apr 06, 2026 |
| Lutz Financial Services LLC | History | Added to | 919,611 | 35,736 | 2.4% | 2.42% | 190 | +22,665 | 2.53% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 917,351 | 35,648 | 3.84% | 3.91% | 191 | +9,368 | 1.03% | Q1 2026 | Apr 08, 2026 |
| Schulz Wealth, LTD. | History | No change | 899,072 | 35,594 | 22.81% | 22.81% | 192 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 841,940 | 35,437 | 14.58% | 14.65% | 193 | +45,756 | 5.75% | Q1 2026 | Apr 22, 2026 |
| Watchman Group, Inc. | History | Reduced | 906,387 | 35,222 | 8.52% | 8.79% | 194 | -24,084 | -2.59% | Q1 2026 | Apr 20, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 888,785 | 34,538 | 13.88% | 15.31% | 195 | -57,816 | -6.11% | Q1 2026 | Apr 20, 2026 |
| Cloud Capital Management, LLC | History | Added to | 886,200 | 34,425 | 15.01% | 13.78% | 196 | +149,084 | 20.23% | Q1 2026 | May 12, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 881,511 | 34,255 | 9.74% | 10.37% | 197 | +29,131 | 3.42% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 875,494 | 34,021 | 0.09% | 0.09% | 198 | -103,108 | -10.54% | Q1 2026 | May 04, 2026 |
| CSP Financial Group, LLC | History | New | 874,504 | 33,983 | 34.79% | — | 199 | +874,504 | New | Q1 2026 | May 08, 2026 |
| BCO Wealth Management LLC | History | Added to | 864,018 | 33,575 | 20.17% | 20.75% | 200 | +9,562 | 1.12% | Q1 2026 | Apr 16, 2026 |
| TRB Wealth Management, LLC | History | New | 854,642 | 33,211 | 4.72% | — | 201 | +854,642 | New | Q1 2026 | May 14, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 847,888 | 32,948 | 4.07% | 4.01% | 202 | -27,219 | -3.11% | Q1 2026 | May 13, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 847,345 | 32,927 | 18.0% | 18.23% | 203 | +31,779 | 3.9% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 834,410 | 32,425 | 0.04% | 0.04% | 204 | +6,424 | 0.78% | Q1 2026 | Apr 27, 2026 |
| Financial Alternatives, Inc | History | Added to | 833,008 | 32,370 | 17.45% | 14.74% | 205 | +192,458 | 30.05% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 830,067 | 32,252 | 0.06% | 0.06% | 206 | -9,196 | -1.1% | Q1 2026 | May 14, 2026 |
| Pacific Asset Management, LLC | History | Added to | 825,374 | 32,074 | 17.91% | 18.22% | 207 | +58,967 | 7.69% | Q1 2026 | May 01, 2026 |
| JP Wealth Management, Inc. | History | Reduced | 809,013 | 31,438 | 21.32% | 22.65% | 208 | -281 | -0.03% | Q1 2026 | Apr 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 806,981 | 31,364 | 3.92% | 4.11% | 209 | +2,487 | 0.31% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 806,093 | 31,324 | 0.44% | 0.43% | 210 | -1,700 | -0.21% | Q1 2026 | May 11, 2026 |
| Old Peak Finance LLC | History | Added to | 803,937 | 31,240 | 18.24% | 19.04% | 211 | +24,493 | 3.14% | Q1 2026 | Apr 24, 2026 |
| MilWealth Group LLC | History | Added to | 799,943 | 31,085 | 7.4% | 7.53% | 212 | +787 | 0.1% | Q1 2026 | May 01, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 799,514 | 31,069 | 12.15% | 12.69% | 213 | -5,870 | -0.73% | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 798,022 | 31,011 | 4.11% | 4.19% | 214 | +48,290 | 6.44% | Q1 2026 | Apr 13, 2026 |
| Beacon Financial Strategies CORP | History | No change | 790,195 | 30,706 | 17.43% | 17.46% | 215 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| marrick wealth, LLC | History | Reduced | 783,802 | 30,458 | 25.61% | 25.6% | 216 | -6,314 | -0.8% | Q1 2026 | Apr 15, 2026 |
| Efficient Advisors, LLC | History | Reduced | 782,273 | 30,399 | 2.16% | 3.06% | 217 | -543,906 | -41.01% | Q1 2026 | Apr 29, 2026 |
| Aspen Wealth Management LLC | History | Added to | 782,288 | 30,399 | 6.07% | 5.89% | 218 | +73,605 | 10.39% | Q1 2026 | Apr 01, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 777,411 | 30,210 | 17.32% | 18.59% | 219 | +18,796 | 2.48% | Q1 2026 | Apr 23, 2026 |
| SageOak Financial, LLC | History | Added to | 771,832 | 29,993 | 21.07% | 21.61% | 220 | +17,713 | 2.35% | Q1 2026 | May 11, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 757,454 | 29,434 | 9.96% | 8.19% | 221 | +78,670 | 11.59% | Q1 2026 | Apr 08, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 756,857 | 29,411 | 27.65% | 27.7% | 222 | +5,849 | 0.78% | Q1 2026 | May 12, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 756,251 | 29,387 | 9.4% | 8.86% | 223 | +85,398 | 12.73% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 749,174 | 29,112 | 0.92% | 0.93% | 224 | +15,101 | 2.06% | Q1 2026 | Apr 08, 2026 |
| AA Financial Advisors, LLC | History | New | 740,205 | 28,764 | 4.05% | — | 225 | +740,205 | New | Q1 2026 | Apr 20, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 738,764 | 28,708 | 19.47% | 19.79% | 226 | +25,119 | 3.52% | Q1 2026 | Apr 29, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 731,523 | 28,426 | 24.19% | 24.7% | 227 | +1,771 | 0.24% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Added to | 724,910 | 28,170 | 11.37% | 12.07% | 228 | +21,061 | 2.99% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 721,760 | 28,047 | 0.79% | 0.75% | 229 | -2,920 | -0.4% | Q1 2026 | Apr 28, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 720,938 | 28,015 | 16.04% | 16.77% | 230 | +73,522 | 11.36% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 720,781 | 28,009 | 2.03% | 1.89% | 231 | -20,998 | -2.83% | Q1 2026 | Apr 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 718,096 | 27,905 | 0.57% | 0.54% | 232 | +28,915 | 4.2% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 718,051 | 27,903 | 0.28% | 0.3% | 233 | -8,331 | -1.15% | Q1 2026 | Apr 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 710,928 | 27,626 | 0.48% | 0.5% | 234 | -4,428 | -0.62% | Q1 2026 | May 04, 2026 |
| Generations Wealth, LLC | History | Added to | 705,040 | 27,397 | 26.6% | 27.4% | 235 | +28,723 | 4.25% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 701,850 | 27,273 | 1.41% | 1.45% | 236 | +14,649 | 2.13% | Q1 2026 | Apr 17, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 647,521 | 27,254 | 1.88% | 1.7% | 237 | +58,616 | 9.95% | Q1 2026 | Apr 29, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 711,057 | 27,224 | 23.82% | 26.94% | 238 | -27,380 | -3.71% | Q1 2026 | Apr 21, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 698,277 | 27,135 | 5.55% | 3.76% | 239 | +246,152 | 54.44% | Q1 2026 | Apr 20, 2026 |
| Longview Financial Advisors LLC | History | Added to | 697,083 | 27,088 | 14.72% | 15.0% | 240 | +10,049 | 1.46% | Q1 2026 | Apr 20, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 694,084 | 26,972 | 5.28% | 5.65% | 241 | -8,958 | -1.27% | Q1 2026 | Apr 20, 2026 |
| Aurelius Family Office LLC | History | Reduced | 690,093 | 26,817 | 11.66% | 12.23% | 242 | -18,263 | -2.58% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 689,740 | 26,803 | 0.82% | 1.01% | 243 | -518 | -0.08% | Q1 2026 | May 15, 2026 |
| Retirement Solution LLC | History | Added to | 687,039 | 26,698 | 6.32% | 5.46% | 244 | +64,196 | 10.31% | Q1 2026 | May 11, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 682,997 | 26,541 | 13.77% | 12.05% | 245 | -23,413 | -3.31% | Q1 2026 | Apr 21, 2026 |
| Financial Harvest, LLC | History | Added to | 681,131 | 26,468 | 15.59% | 15.7% | 246 | +38,699 | 6.02% | Q1 2026 | May 05, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 657,444 | 25,548 | 6.26% | 6.42% | 247 | +106,195 | 19.26% | Q1 2026 | Apr 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 638,492 | 24,811 | 1.29% | 1.32% | 248 | -2,675 | -0.42% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 634,594 | 24,660 | 0.57% | 0.56% | 249 | +55,152 | 9.52% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 633,475 | 24,616 | 0.02% | 0.01% | 250 | +48,456 | 8.28% | Q1 2026 | May 07, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 630,729 | 24,510 | 11.09% | 11.17% | 251 | +17,958 | 2.93% | Q1 2026 | May 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 603,652 | 23,457 | 5.96% | 6.09% | 252 | +6,056 | 1.01% | Q1 2026 | Apr 22, 2026 |
| Daner Wealth Management, LLC | History | Added to | 543,945 | 23,433 | 13.77% | 11.64% | 253 | +83,707 | 18.19% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 600,399 | 23,331 | 1.74% | 1.78% | 254 | -6,777 | -1.12% | Q1 2026 | May 04, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 585,167 | 22,739 | 10.77% | 11.01% | 255 | +35,115 | 6.38% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 573,130 | 22,271 | 0.0% | 0.0% | 256 | +67,760 | 13.41% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 567,137 | 22,038 | 0.99% | 0.43% | 257 | +334,782 | 144.08% | Q1 2026 | May 12, 2026 |
| Corus Family Wealth Advisors | History | Added to | 565,771 | 21,985 | 17.9% | 16.62% | 258 | +39,810 | 7.57% | Q1 2026 | Apr 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 557,655 | 21,670 | 6.32% | 5.28% | 259 | +110,355 | 24.67% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 552,476 | 21,469 | 5.88% | 6.23% | 260 | +9,945 | 1.83% | Q1 2026 | May 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 549,536 | 21,354 | 5.64% | 5.76% | 261 | -5,356 | -0.97% | Q1 2026 | Apr 27, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 549,427 | 21,350 | 21.94% | 23.64% | 262 | +15,712 | 2.94% | Q1 2026 | May 04, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 546,216 | 21,225 | 6.71% | 7.43% | 263 | +3,249 | 0.6% | Q1 2026 | Apr 15, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 536,347 | 20,842 | 19.68% | — | 264 | +536,347 | New | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 532,213 | 20,681 | 0.91% | 0.95% | 265 | +2,369 | 0.45% | Q1 2026 | May 13, 2026 |
| tru Independence LLC | History | Added to | 528,063 | 20,520 | 10.15% | 5.07% | 266 | +20,029 | 3.94% | Q1 2026 | Apr 22, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 523,119 | 20,328 | 20.26% | 21.12% | 267 | -12,746 | -2.38% | Q1 2026 | Apr 23, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 515,428 | 20,029 | 16.66% | 17.28% | 268 | +8,622 | 1.7% | Q1 2026 | Apr 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 603,957 | 19,654 | 9.24% | 9.17% | 269 | +150,035 | 33.05% | Q1 2026 | Apr 14, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 503,117 | 19,551 | 18.73% | 20.06% | 270 | -27,760 | -5.23% | Q1 2026 | May 11, 2026 |
| Trajan Wealth LLC | History | Added to | 502,451 | 19,525 | 0.79% | 0.82% | 271 | +2,966 | 0.59% | Q1 2026 | May 13, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 495,653 | 19,261 | 2.13% | 2.43% | 272 | -20,307 | -3.94% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 494,578 | 19,219 | 0.02% | 0.02% | 273 | +7,271 | 1.49% | Q1 2026 | May 12, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 485,029 | 18,848 | 12.71% | 13.48% | 274 | -11,715 | -2.36% | Q1 2026 | Apr 16, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 479,279 | 18,624 | 15.7% | 16.87% | 275 | -4,068 | -0.84% | Q1 2026 | Apr 21, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 473,396 | 18,396 | 13.78% | 13.95% | 276 | +34,398 | 7.84% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 436,833 | 18,333 | 0.33% | 0.68% | 277 | +76,873 | 21.36% | Q1 2026 | May 01, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 464,582 | 18,053 | 7.79% | 7.17% | 278 | +64,161 | 16.02% | Q1 2026 | May 01, 2026 |
| CVA Family Office, LLC | History | Reduced | 464,461 | 18,048 | 1.9% | 2.13% | 279 | -4,122 | -0.88% | Q1 2026 | Apr 29, 2026 |
| E6 Portfolios, LLC | History | Added to | 456,155 | 17,726 | 18.48% | 19.24% | 280 | +31,337 | 7.38% | Q1 2026 | May 12, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 453,945 | 17,640 | 10.85% | 11.08% | 281 | +6,802 | 1.52% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 444,593 | 17,276 | 0.98% | 1.1% | 282 | -22,141 | -4.74% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 440,732 | 17,126 | 0.1% | 0.1% | 283 | -14,820 | -3.25% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 439,940 | 17,096 | 0.79% | 0.86% | 284 | +13,352 | 3.13% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Reduced | 434,837 | 16,897 | 0.04% | 0.06% | 285 | -160,306 | -26.94% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 432,068 | 16,790 | 0.0% | 0.0% | 286 | +59,812 | 16.07% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 430,019 | 16,710 | 0.03% | 0.03% | 287 | +27,187 | 6.75% | Q1 2026 | May 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 424,719 | 16,504 | 6.05% | 6.01% | 288 | +18,952 | 4.67% | Q1 2026 | Apr 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 420,219 | 16,329 | 0.19% | 0.2% | 289 | -3,964 | -0.93% | Q1 2026 | May 08, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 417,849 | 16,237 | 10.55% | 10.95% | 290 | +6,639 | 1.61% | Q1 2026 | May 13, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 414,296 | 16,099 | 11.26% | 12.34% | 291 | -5,241 | -1.25% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 411,286 | 15,982 | 0.12% | 0.11% | 292 | +32,834 | 8.68% | Q1 2026 | May 12, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 403,552 | 15,682 | 5.9% | 6.1% | 293 | +4,329 | 1.08% | Q1 2026 | Apr 21, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 400,075 | 15,546 | 8.1% | 9.02% | 294 | -19,330 | -4.61% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 391,198 | 15,487 | 0.3% | 0.3% | 295 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Diversified Enterprises, LLC | History | New | 397,837 | 15,459 | 0.85% | — | 296 | +397,837 | New | Q1 2026 | May 14, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 393,120 | 15,276 | 10.65% | 11.32% | 297 | +1,417 | 0.36% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Reduced | 392,629 | 15,258 | 0.02% | 0.02% | 298 | -1,414 | -0.36% | Q1 2026 | May 06, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 388,492 | 15,096 | 3.46% | 3.65% | 299 | -6,260 | -1.59% | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 384,808 | 14,953 | 0.1% | 0.1% | 300 | -3,012 | -0.78% | Q1 2026 | May 05, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 374,449 | 14,551 | 14.92% | 15.7% | 301 | -15,702 | -4.02% | Q1 2026 | Apr 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 371,740 | 14,445 | 0.76% | 0.64% | 302 | +5,215 | 1.42% | Q1 2026 | Apr 28, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 370,724 | 14,406 | 0.24% | 0.04% | 303 | +313,773 | 550.95% | Q1 2026 | May 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 342,233 | 14,363 | 7.61% | 7.64% | 304 | +10,105 | 3.04% | Q1 2026 | May 04, 2026 |
| Pollock Investment Advisors, LLC | History | No change | 359,703 | 14,240 | 10.47% | 10.47% | 305 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Five Oceans Advisors | History | Reduced | 362,046 | 14,069 | 5.09% | 5.25% | 306 | -13,111 | -3.49% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Added to | 352,852 | 13,785 | 0.39% | 0.38% | 307 | +21,993 | 6.65% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 353,526 | 13,738 | 0.79% | 0.79% | 308 | +910 | 0.26% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 352,500 | 13,698 | 0.15% | 0.02% | 309 | +309,844 | 726.38% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 348,696 | 13,550 | 0.31% | 0.33% | 310 | +2,784 | 0.8% | Q1 2026 | May 15, 2026 |
| Oceanside Advisors LLC | History | Added to | 340,920 | 13,248 | 7.56% | 7.91% | 311 | +11,356 | 3.45% | Q1 2026 | Apr 28, 2026 |
| Austin Private Wealth, LLC | History | No change | 332,981 | 13,182 | 0.98% | 0.98% | 312 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CHOREO, LLC | History | Added to | 338,183 | 13,141 | 0.16% | 0.05% | 313 | +248,776 | 278.25% | Q1 2026 | May 12, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 333,506 | 12,960 | 4.35% | 4.54% | 314 | -277 | -0.08% | Q1 2026 | Apr 30, 2026 |
| Family Office Research LLC | History | Reduced | 323,216 | 12,560 | 5.46% | 5.31% | 315 | -1,735 | -0.53% | Q1 2026 | May 13, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 321,678 | 12,500 | 1.02% | 1.08% | 316 | -832 | -0.26% | Q1 2026 | Apr 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 320,692 | 12,462 | 9.45% | 8.23% | 317 | +53,630 | 20.08% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 320,184 | 12,442 | 0.35% | 0.36% | 318 | +9 | 0.0% | Q1 2026 | May 12, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 320,168 | 12,441 | 10.6% | 10.85% | 319 | -1,559 | -0.48% | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | Added to | 314,444 | 12,219 | 1.69% | 1.78% | 320 | +4,937 | 1.6% | Q1 2026 | Apr 22, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 312,731 | 12,152 | 9.86% | 9.87% | 321 | +12,947 | 4.32% | Q1 2026 | May 05, 2026 |
| WealthSpring Partners, LLC | History | Added to | 311,841 | 12,118 | 11.12% | 11.61% | 322 | +25,529 | 8.92% | Q1 2026 | Apr 20, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 311,593 | 12,108 | 6.95% | 7.12% | 323 | -423 | -0.14% | Q1 2026 | Apr 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 308,496 | 11,988 | 0.22% | 0.22% | 324 | +18,490 | 6.38% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 306,642 | 11,916 | 0.14% | 0.14% | 325 | -6,671 | -2.13% | Q1 2026 | Apr 28, 2026 |
| McLean Asset Management Corp | History | Reduced | 306,393 | 11,906 | 2.08% | 2.27% | 326 | -5,222 | -1.68% | Q1 2026 | Apr 22, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 281,534 | 11,824 | 9.8% | 8.98% | 327 | +17,832 | 6.76% | Q1 2026 | May 07, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 304,067 | 11,816 | 9.55% | 9.72% | 328 | +8,854 | 3.0% | Q1 2026 | Apr 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 303,985 | 11,812 | 2.5% | 2.6% | 329 | -7,268 | -2.34% | Q1 2026 | May 05, 2026 |
| Cedar Wealth Management, LLC | History | No change | 302,298 | 11,747 | 3.42% | 3.58% | 330 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 301,680 | 11,723 | 9.87% | 10.55% | 331 | -7,067 | -2.29% | Q1 2026 | May 11, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 298,505 | 11,604 | 0.78% | 0.85% | 332 | -351 | -0.12% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 292,990 | 11,599 | 0.39% | 0.39% | 333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 296,120 | 11,507 | 0.95% | 0.99% | 334 | +11,679 | 4.11% | Q1 2026 | May 05, 2026 |
| Great Waters Wealth Management | History | Reduced | 294,564 | 11,446 | 1.21% | 1.31% | 335 | -6,287 | -2.09% | Q1 2026 | Apr 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 284,811 | 11,067 | 0.18% | 0.12% | 336 | +141,537 | 98.79% | Q1 2026 | Apr 21, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 283,137 | 11,002 | 8.24% | 6.32% | 337 | -1,668 | -0.59% | Q1 2026 | Apr 14, 2026 |
| Gemmer Asset Management LLC | History | Added to | 282,569 | 10,980 | 0.87% | 0.85% | 338 | +4,849 | 1.75% | Q1 2026 | Apr 22, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 275,950 | 10,723 | 3.78% | 4.13% | 339 | -11,245 | -3.92% | Q1 2026 | Apr 21, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 275,385 | 10,701 | 9.93% | 9.67% | 340 | +20,285 | 7.95% | Q1 2026 | Apr 27, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 273,537 | 10,629 | 9.48% | — | 341 | +273,537 | New | Q1 2026 | May 07, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Reduced | 273,084 | 10,612 | 10.0% | 10.55% | 342 | -32,168 | -10.54% | Q1 2026 | May 06, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 271,250 | 10,540 | 0.84% | 0.91% | 343 | +28,589 | 11.78% | Q1 2026 | Apr 16, 2026 |
| SIGNATUREFD, LLC | History | Added to | 267,387 | 10,390 | 0.16% | 0.04% | 344 | +209,186 | 359.42% | Q1 2026 | Apr 07, 2026 |
| Avion Wealth | History | Reduced | 264,087 | 10,262 | 2.12% | 2.32% | 345 | -14,839 | -5.32% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Added to | 263,239 | 10,229 | 0.5% | 0.47% | 346 | +16,133 | 6.53% | Q1 2026 | May 05, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 261,521 | 10,162 | 0.28% | 0.33% | 347 | -39,857 | -13.22% | Q1 2026 | May 04, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 260,410 | 10,119 | 1.86% | 2.3% | 348 | -36,358 | -12.25% | Q1 2026 | Apr 30, 2026 |
| Red Wave Investments LLC | History | Reduced | 260,238 | 10,112 | 3.02% | 3.09% | 349 | -2,190 | -0.83% | Q1 2026 | May 08, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 256,826 | 9,980 | 10.23% | 11.02% | 350 | -11,190 | -4.18% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 251,219 | 9,892 | 1.08% | 1.58% | 351 | -17,000 | -6.34% | Q1 2026 | Apr 10, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 251,132 | 9,759 | 2.68% | 2.84% | 352 | -81 | -0.03% | Q1 2026 | May 13, 2026 |
| Note Advisors, LLC | History | Added to | 250,336 | 9,728 | 4.86% | 5.13% | 353 | +3,803 | 1.54% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 248,732 | 9,665 | 0.0% | 0.0% | 354 | +70,900 | 39.87% | Q1 2026 | May 11, 2026 |
| BDFS Capital LLC | History | Added to | 248,727 | 9,665 | 4.65% | 4.72% | 355 | +12,643 | 5.36% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 246,847 | 9,592 | 0.01% | 0.01% | 356 | +61,362 | 33.08% | Q1 2026 | May 13, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 246,649 | 9,584 | 4.2% | 4.98% | 357 | -26,264 | -9.62% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Added to | 246,152 | 9,565 | 0.11% | 0.08% | 358 | +79,952 | 48.11% | Q1 2026 | Apr 16, 2026 |
| Factor Wealth Management LTD | History | Added to | 245,839 | 9,553 | 1.8% | 2.05% | 359 | +6,518 | 2.72% | Q1 2026 | Apr 20, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 242,474 | 9,422 | 1.14% | 1.13% | 360 | -3,784 | -1.54% | Q1 2026 | May 14, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 239,301 | 9,299 | 8.27% | 8.5% | 361 | +10,319 | 4.51% | Q1 2026 | May 12, 2026 |
| Legacy Advisors, LLC | History | No change | 238,363 | 9,262 | 1.09% | 1.01% | 362 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 238,023 | 9,249 | 2.31% | 2.34% | 363 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Essential Planning, LLC. | History | Added to | 237,349 | 9,223 | 2.93% | 2.53% | 364 | +36,595 | 18.23% | Q1 2026 | Apr 22, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 236,217 | 9,179 | 5.02% | 5.1% | 365 | +1,745 | 0.74% | Q1 2026 | Apr 22, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 236,059 | 9,173 | 2.62% | 2.77% | 366 | -4,848 | -2.01% | Q1 2026 | Apr 15, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 233,525 | 9,074 | 1.1% | 1.14% | 367 | -321 | -0.14% | Q1 2026 | Apr 30, 2026 |
| MB Generational Wealth, LLC | History | Added to | 228,900 | 8,895 | 4.92% | 4.06% | 368 | +35,064 | 18.09% | Q1 2026 | May 04, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 204,966 | 8,858 | 0.53% | 0.54% | 369 | -1,636 | -0.79% | Q1 2026 | May 14, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 226,646 | 8,807 | 6.95% | 7.0% | 370 | +2,400 | 1.07% | Q1 2026 | Apr 16, 2026 |
| Ballentine Partners, LLC | History | Added to | 220,432 | 8,566 | 0.12% | 0.03% | 371 | +174,262 | 377.44% | Q1 2026 | May 14, 2026 |
| Woodside Wealth Management LLC | History | Added to | 220,439 | 8,566 | 6.69% | 6.5% | 372 | +420 | 0.19% | Q1 2026 | Apr 13, 2026 |
| Investmark Advisory Group LLC | History | Added to | 219,892 | 8,545 | 3.66% | 3.7% | 373 | +240 | 0.11% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 219,843 | 8,543 | 2.55% | 2.51% | 374 | +8,822 | 4.18% | Q1 2026 | May 05, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 217,986 | 8,470 | 3.02% | 3.15% | 375 | -1,004 | -0.46% | Q1 2026 | Apr 16, 2026 |
| CGN Advisors LLC | History | Added to | 212,330 | 8,251 | 0.65% | 0.67% | 376 | +215 | 0.1% | Q1 2026 | Apr 13, 2026 |
| BlackRock, Inc. | History | Added to | 210,429 | 8,177 | 0.0% | 0.0% | 377 | +142,267 | 208.72% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 209,644 | 8,146 | 3.78% | 3.51% | 378 | +4,785 | 2.34% | Q1 2026 | May 04, 2026 |
| Integrity Wealth Partners, LLC | History | New | 205,241 | 7,975 | 7.18% | — | 379 | +205,241 | New | Q1 2026 | Apr 27, 2026 |
| Arnold Financial Planning LLC | History | Reduced | 202,254 | 7,859 | 7.34% | 8.29% | 380 | -905 | -0.45% | Q1 2026 | Apr 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 201,723 | 7,838 | 0.0% | 0.0% | 381 | -20,206 | -9.1% | Q1 2026 | May 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 200,854 | 7,800 | 1.88% | 1.93% | 382 | -1,815 | -0.9% | Q1 2026 | May 01, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 199,496 | 7,752 | 2.63% | 2.83% | 383 | -4,493 | -2.2% | Q1 2026 | Apr 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 197,717 | 7,683 | 0.01% | 0.01% | 384 | +28,355 | 16.74% | Q1 2026 | May 15, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 189,814 | 7,376 | 3.7% | 3.66% | 385 | +4,814 | 2.6% | Q1 2026 | Apr 16, 2026 |
| Foundry Financial LLC | History | Reduced | 187,835 | 7,299 | 3.09% | 7.18% | 386 | -157,582 | -45.62% | Q1 2026 | Apr 21, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 185,326 | 7,298 | 1.66% | 1.99% | 387 | -147,246 | -44.27% | Q1 2026 | Apr 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 186,843 | 7,260 | 0.41% | 0.44% | 388 | -5,436 | -2.83% | Q1 2026 | Apr 28, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 184,640 | 7,175 | 3.37% | 3.49% | 389 | +8,330 | 4.72% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 177,130 | 7,012 | 0.12% | 0.12% | 390 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 178,816 | 6,948 | 0.16% | 0.16% | 391 | +2 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 178,167 | 6,923 | 0.79% | 0.9% | 392 | -17,531 | -8.96% | Q1 2026 | Apr 15, 2026 |
| IFG Advisors, LLC | History | Reduced | 177,637 | 6,902 | 1.13% | 1.22% | 393 | -6,815 | -3.69% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,171,690 | 6,879 | 0.32% | 0.36% | 394 | -312,581 | -12.58% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 171,994 | 6,683 | 0.04% | 0.03% | 395 | +32,765 | 23.53% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | New | 171,958 | 6,682 | 0.54% | — | 396 | +171,958 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 171,900 | 6,680 | 0.53% | 0.51% | 397 | +3,927 | 2.34% | Q1 2026 | May 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 168,710 | 6,556 | 1.2% | 0.91% | 398 | +35,193 | 26.36% | Q1 2026 | May 12, 2026 |
| HBE Wealth Management, LLC | History | Added to | 166,377 | 6,465 | 5.64% | 5.58% | 399 | +16,560 | 11.05% | Q1 2026 | Apr 28, 2026 |
| Financial Council, LLC | History | Added to | 166,234 | 6,459 | 2.49% | 2.54% | 400 | +5,814 | 3.62% | Q1 2026 | Apr 21, 2026 |
| Prospect Financial Group LLC | History | Added to | 164,827 | 6,405 | 5.91% | 5.5% | 401 | +15,393 | 10.3% | Q1 2026 | May 05, 2026 |
| Wealth Architects, LLC | History | Added to | 164,243 | 6,382 | 0.57% | 0.55% | 402 | +10,395 | 6.76% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 163,386 | 6,349 | 0.21% | 0.21% | 403 | -112 | -0.07% | Q1 2026 | May 14, 2026 |
| Montis Financial, LLC | History | Reduced | 162,170 | 6,301 | 1.3% | 1.3% | 404 | -4,148 | -2.49% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Added to | 161,210 | 6,264 | 0.08% | 0.08% | 405 | +3,503 | 2.22% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 163,713 | 6,222 | 0.0% | 0.0% | 406 | +73,767 | 82.01% | Q1 2026 | May 15, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 158,243 | 6,149 | 4.85% | 5.3% | 407 | -4,009 | -2.47% | Q1 2026 | Apr 24, 2026 |
| Sowell Financial Services LLC | History | Added to | 157,238 | 6,110 | 0.23% | 0.23% | 408 | +328 | 0.21% | Q1 2026 | Apr 20, 2026 |
| First Financial Group Corp | History | Added to | 156,651 | 6,087 | 4.97% | 5.2% | 409 | +2,228 | 1.44% | Q1 2026 | Apr 22, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 155,955 | 6,082 | 0.22% | 0.46% | 410 | +84,209 | 117.37% | Q1 2026 | May 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 154,967 | 6,022 | 1.46% | 1.58% | 411 | -7,189 | -4.43% | Q1 2026 | Apr 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 151,997 | 5,906 | 0.1% | 0.08% | 412 | +31,642 | 26.29% | Q1 2026 | Apr 14, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 151,343 | 5,881 | 3.06% | 3.3% | 413 | -8,040 | -5.04% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 150,916 | 5,864 | 0.03% | 0.01% | 414 | +25,675 | 20.5% | Q1 2026 | May 14, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 150,588 | 5,851 | 2.3% | 2.36% | 415 | +75 | 0.05% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 150,541 | 5,850 | 0.32% | 0.32% | 416 | +11,041 | 7.91% | Q1 2026 | May 11, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 150,110 | 5,833 | 2.22% | 2.81% | 417 | +3,893 | 2.66% | Q1 2026 | May 15, 2026 |
| L2 Asset Management, LLC | History | Added to | 149,391 | 5,820 | 0.55% | 0.39% | 418 | +75,545 | 102.3% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 149,383 | 5,805 | 0.53% | 0.58% | 419 | -826 | -0.55% | Q1 2026 | Apr 24, 2026 |
| GEM Asset Management, LLC | History | Added to | 148,065 | 5,753 | 2.54% | 2.65% | 420 | +414 | 0.28% | Q1 2026 | Apr 10, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 144,446 | 5,718 | 1.56% | 1.56% | 421 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 146,213 | 5,681 | 0.59% | 1.26% | 422 | -159,037 | -52.1% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 144,113 | 5,600 | 0.2% | 0.27% | 423 | -1,832 | -1.26% | Q1 2026 | May 19, 2026 |
| MAI Capital Management | History | Added to | 143,671 | 5,583 | 0.03% | 0.03% | 424 | +6 | 0.0% | Q1 2026 | May 15, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 142,411 | 5,534 | 3.17% | 3.48% | 425 | -26,579 | -15.73% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 141,654 | 5,504 | 0.09% | 0.1% | 426 | +210 | 0.15% | Q1 2026 | Apr 22, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 141,178 | 5,486 | 4.93% | 5.24% | 427 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 141,164 | 5,485 | 2.46% | 2.27% | 428 | +6,162 | 4.56% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 131,726 | 5,471 | 0.18% | 0.18% | 429 | -30 | -0.02% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 139,877 | 5,435 | 0.0% | 0.0% | 430 | -2,047 | -1.44% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 138,826 | 5,394 | 0.75% | 0.77% | 431 | -872 | -0.62% | Q1 2026 | Apr 24, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 138,751 | 5,391 | 0.75% | 1.45% | 432 | +3,543 | 2.62% | Q1 2026 | May 12, 2026 |
| Oath Planning, LLC | History | Reduced | 138,197 | 5,370 | 4.77% | 5.53% | 433 | -3,285 | -2.32% | Q1 2026 | May 08, 2026 |
| WPWealth LLP | History | Reduced | 133,719 | 5,196 | 0.79% | 0.84% | 434 | -1,404 | -1.04% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 131,355 | 5,104 | 0.04% | 0.03% | 435 | +10,719 | 8.89% | Q1 2026 | May 11, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 131,262 | 5,100 | 2.07% | 2.69% | 436 | -23,486 | -15.18% | Q1 2026 | Apr 30, 2026 |
| Everest Financial Group LLC | History | New | 131,015 | 5,091 | 0.84% | — | 437 | +131,015 | New | Q1 2026 | May 15, 2026 |
| Beckerman Institutional, LLC | History | Added to | 130,220 | 5,060 | 2.69% | 2.85% | 438 | +1,891 | 1.47% | Q1 2026 | May 04, 2026 |
| RVW Wealth, LLC | History | Reduced | 128,583 | 4,996 | 0.39% | 0.39% | 439 | -27 | -0.02% | Q1 2026 | Apr 08, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 126,041 | 4,989 | 1.62% | 1.62% | 440 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 128,370 | 4,988 | 2.75% | 3.31% | 441 | -3,303 | -2.51% | Q1 2026 | May 11, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 128,035 | 4,975 | 2.23% | 2.38% | 442 | -9 | -0.01% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 126,647 | 4,921 | 0.63% | 0.85% | 443 | -36,532 | -22.39% | Q1 2026 | Apr 16, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 117,025 | 4,911 | 1.46% | 0.55% | 444 | +73,564 | 169.26% | Q1 2026 | Apr 30, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 125,359 | 4,871 | 2.84% | 2.74% | 445 | +5,930 | 4.97% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 123,681 | 4,806 | 0.02% | 0.03% | 446 | -415 | -0.33% | Q1 2026 | May 08, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 123,531 | 4,800 | 0.65% | 0.8% | 447 | -1,988 | -1.58% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Reduced | 123,312 | 4,791 | 0.13% | 0.13% | 448 | -14 | -0.01% | Q1 2026 | Apr 21, 2026 |
| Twin Cities Retirement Group LLC | History | Reduced | 123,214 | 4,788 | 4.38% | 4.79% | 449 | -2,240 | -1.79% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 121,474 | 4,720 | 0.02% | 0.03% | 450 | +2,107 | 1.77% | Q1 2026 | May 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 120,806 | 4,694 | 0.97% | 1.01% | 451 | -2,940 | -2.38% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 119,153 | 4,630 | 0.03% | 0.03% | 452 | -473 | -0.4% | Q1 2026 | May 05, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 118,767 | 4,615 | 1.41% | 1.48% | 453 | -3,166 | -2.6% | Q1 2026 | May 11, 2026 |
| Clark Asset Management, LLC | History | Added to | 118,729 | 4,613 | 0.43% | 0.43% | 454 | +14,417 | 13.82% | Q1 2026 | Apr 16, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 116,665 | 4,534 | 0.06% | 0.06% | 455 | -680 | -0.58% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 116,054 | 4,509 | 1.06% | 1.08% | 456 | -544 | -0.47% | Q1 2026 | Apr 23, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 115,776 | 4,499 | 3.16% | 3.27% | 457 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| M Wealth Management, LLC | History | Reduced | 115,406 | 4,484 | 3.77% | 4.02% | 458 | -1,243 | -1.07% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 114,672 | 4,456 | 0.1% | 0.1% | 459 | -815 | -0.71% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 114,250 | 4,439 | 0.4% | 0.4% | 460 | -456 | -0.4% | Q1 2026 | Apr 30, 2026 |
| VANGUARD GROUP INC | History | No change | 111,471 | 4,413 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 112,966 | 4,389 | 1.5% | 1.63% | 462 | -1,503 | -1.31% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | No change | 112,300 | 4,363 | 0.07% | 0.07% | 463 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 111,712 | 4,341 | 0.18% | — | 464 | +111,712 | New | Q1 2026 | May 14, 2026 |
| BluePrint Investing LLC | History | No change | 111,626 | 4,337 | 3.45% | 3.52% | 465 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 110,061 | 4,276 | 0.26% | 0.2% | 466 | +3,110 | 2.91% | Q1 2026 | Apr 28, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 109,090 | 4,239 | 1.17% | 0.68% | 467 | +47,161 | 76.15% | Q1 2026 | Apr 14, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 106,985 | 4,235 | 2.21% | 2.21% | 468 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 108,852 | 4,229 | 1.97% | 2.15% | 469 | +106 | 0.1% | Q1 2026 | Apr 09, 2026 |
| Balance Wealth, LLC | History | Reduced | 108,604 | 4,220 | 1.31% | 1.4% | 470 | -1,314 | -1.2% | Q1 2026 | Apr 20, 2026 |
| Everest Management Corp. | History | No change | 108,049 | 4,198 | 2.13% | 2.39% | 471 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aegis Wealth Management LLC | History | Added to | 105,815 | 4,111 | 2.35% | 2.34% | 472 | +1,314 | 1.26% | Q1 2026 | Apr 22, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 104,962 | 4,078 | 0.02% | — | 473 | +104,962 | New | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 104,763 | 4,071 | 0.07% | 0.1% | 474 | -23,408 | -18.26% | Q1 2026 | Apr 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 104,647 | 4,066 | 0.96% | 0.98% | 475 | +2,495 | 2.44% | Q1 2026 | Apr 17, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 104,199 | 4,049 | 0.05% | 0.05% | 476 | -1,000 | -0.95% | Q1 2026 | May 01, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 103,813 | 4,034 | 3.68% | 3.92% | 477 | -232 | -0.22% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 103,610 | 4,026 | 0.1% | 0.1% | 478 | -7,978 | -7.15% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 101,354 | 3,938 | 0.26% | 0.15% | 479 | +44,003 | 76.73% | Q1 2026 | Apr 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 100,980 | 3,924 | 0.41% | 0.49% | 480 | +8,500 | 9.19% | Q1 2026 | Apr 23, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 100,696 | 3,913 | 0.12% | 0.13% | 481 | -1,622 | -1.59% | Q1 2026 | May 04, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Reduced | 100,621 | 3,910 | 3.27% | 3.35% | 482 | -20 | -0.02% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 100,395 | 3,901 | 0.14% | 0.14% | 483 | -2,503 | -2.43% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 99,905 | 3,882 | 0.0% | 0.01% | 484 | -78,248 | -43.92% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 98,933 | 3,844 | 0.05% | 0.01% | 485 | +79,946 | 421.06% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 98,470 | 3,826 | 0.65% | 0.08% | 486 | +85,941 | 685.94% | Q1 2026 | Apr 28, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 98,397 | 3,823 | 0.38% | 0.37% | 487 | +3,421 | 3.6% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 98,156 | 3,814 | 0.09% | 0.1% | 488 | -547 | -0.55% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 96,800 | 3,761 | 0.01% | — | 489 | +96,800 | New | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 95,597 | 3,714 | 1.73% | 1.74% | 490 | +2,448 | 2.63% | Q1 2026 | May 14, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 95,423 | 3,708 | 3.55% | 3.87% | 491 | -3,838 | -3.87% | Q1 2026 | Apr 21, 2026 |
| Orion Capital Management LLC | History | Reduced | 95,154 | 3,697 | 1.27% | 1.27% | 492 | -241 | -0.25% | Q1 2026 | May 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 96,701 | 3,656 | 1.21% | 1.26% | 493 | +103 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Intelligent Financial Strategies | History | Added to | 93,973 | 3,651 | 1.9% | 1.79% | 494 | +42 | 0.04% | Q1 2026 | Apr 28, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 89,230 | 3,632 | 0.24% | 0.24% | 495 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 92,851 | 3,608 | 0.06% | 0.05% | 496 | +36,231 | 63.99% | Q1 2026 | May 11, 2026 |
| Summit Portfolio Management, LTD. | History | New | 92,402 | 3,590 | 2.31% | — | 497 | +92,402 | New | Q1 2026 | Apr 30, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 92,057 | 3,577 | 2.87% | 2.89% | 498 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Reduced | 91,829 | 3,568 | 5.45% | 5.35% | 499 | -1,345 | -1.44% | Q1 2026 | May 01, 2026 |
| Nautilus Advisors LLC | History | Added to | 91,167 | 3,542 | 2.43% | 2.31% | 500 | +1,661 | 1.86% | Q1 2026 | Apr 17, 2026 |
| Pioneer Wealth Management Group | History | Added to | 90,597 | 3,520 | 0.99% | 0.98% | 501 | +9,130 | 11.21% | Q1 2026 | Apr 08, 2026 |
| City State Bank | History | Added to | 89,302 | 3,470 | 0.9% | 0.88% | 503 | +8,271 | 10.21% | Q1 2026 | Apr 20, 2026 |
| Concord Wealth Partners | History | Added to | 89,313 | 3,470 | 0.45% | 0.43% | 502 | +6,002 | 7.2% | Q1 2026 | May 01, 2026 |
| Curi Capital, LLC | History | Reduced | 88,507 | 3,439 | 0.06% | 0.07% | 504 | -9,298 | -9.51% | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 88,078 | 3,422 | 1.12% | 0.93% | 505 | +961 | 1.1% | Q1 2026 | Apr 15, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 87,036 | 3,382 | 0.1% | 0.1% | 506 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 86,836 | 3,374 | 1.2% | 1.16% | 507 | +3,949 | 4.76% | Q1 2026 | Apr 22, 2026 |
| Vanguard National Trust Co | History | New | 86,724 | 3,370 | 0.21% | — | 508 | +86,724 | New | Q1 2026 | May 08, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 86,551 | 3,363 | 0.64% | 0.65% | 509 | -287 | -0.33% | Q1 2026 | Apr 09, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 85,618 | 3,327 | 1.11% | 1.16% | 510 | -2,642 | -2.99% | Q1 2026 | Apr 21, 2026 |
| Kure Advisory, LLC | History | Added to | 85,495 | 3,322 | 1.81% | 1.82% | 511 | +3,440 | 4.19% | Q1 2026 | Apr 16, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 82,688 | 3,213 | 2.06% | 2.2% | 513 | -1,143 | -1.36% | Q1 2026 | Apr 21, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 82,688 | 3,213 | 1.13% | 1.19% | 512 | -205 | -0.25% | Q1 2026 | Apr 08, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 81,789 | 3,178 | 2.17% | 3.02% | 514 | -26,215 | -24.27% | Q1 2026 | Apr 23, 2026 |
| 25 LLC | History | Added to | 80,458 | 3,126 | 0.96% | 1.0% | 515 | +788 | 0.99% | Q1 2026 | Apr 20, 2026 |
| True North Advisors, LLC | History | Reduced | 79,903 | 3,105 | 0.35% | 0.56% | 516 | -29,273 | -26.81% | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Reduced | 76,662 | 3,096 | 0.1% | 0.13% | 517 | -15,319 | -16.65% | Q1 2026 | Apr 09, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 79,593 | 3,092 | 2.04% | 2.13% | 518 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 79,354 | 3,083 | 0.01% | 0.01% | 519 | -253 | -0.32% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 79,160 | 3,076 | 0.07% | 0.07% | 520 | -2,528 | -3.09% | Q1 2026 | May 11, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 78,225 | 3,039 | 0.05% | 0.06% | 521 | +11 | 0.01% | Q1 2026 | May 14, 2026 |
| Financial Insights, Inc. | History | Reduced | 78,195 | 3,038 | 0.98% | 1.1% | 522 | -4,717 | -5.69% | Q1 2026 | May 18, 2026 |
| Merited Wealth, LLC | History | Added to | 76,627 | 2,977 | 2.47% | 2.54% | 523 | +7,302 | 10.53% | Q1 2026 | Apr 24, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 74,638 | 2,900 | 0.6% | 0.73% | 524 | -11,372 | -13.22% | Q1 2026 | May 15, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 74,391 | 2,890 | 0.73% | 0.77% | 525 | -166 | -0.22% | Q1 2026 | Apr 10, 2026 |
| Liberty Capital Management, Inc. | History | No change | 72,322 | 2,863 | 0.53% | 0.53% | 526 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 73,560 | 2,858 | 0.04% | 0.04% | 527 | +17,376 | 30.93% | Q1 2026 | May 11, 2026 |
| Atwater Malick LLC | History | Added to | 73,256 | 2,846 | 0.77% | 0.8% | 528 | +181 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 73,021 | 2,837 | 0.05% | 0.01% | 529 | +56,103 | 331.62% | Q1 2026 | May 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 72,871 | 2,831 | 0.0% | 0.0% | 530 | +19,796 | 37.3% | Q1 2026 | May 08, 2026 |
| Keener Financial Planning LLC | History | Reduced | 72,736 | 2,826 | 1.19% | 1.25% | 531 | -201 | -0.28% | Q1 2026 | May 01, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 72,633 | 2,822 | 0.06% | 0.07% | 532 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 71,636 | 2,802 | 2.2% | 2.97% | 533 | -7,198 | -9.13% | Q1 2026 | Apr 02, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 72,061 | 2,800 | 0.33% | 0.33% | 534 | -97 | -0.13% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 71,746 | 2,788 | 1.15% | 2.86% | 535 | -98,529 | -57.86% | Q1 2026 | Apr 13, 2026 |
| WealthCollab, LLC | History | No change | 71,464 | 2,777 | 1.14% | 1.16% | 536 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategent Financial, LLC | History | Added to | 71,097 | 2,762 | 1.88% | 1.72% | 537 | +2,312 | 3.36% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 70,976 | 2,758 | 0.07% | 0.07% | 538 | +450 | 0.64% | Q1 2026 | May 11, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 70,852 | 2,753 | 1.11% | 1.21% | 539 | -223 | -0.31% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 70,503 | 2,739 | 0.1% | 0.1% | 540 | -4,135 | -5.54% | Q1 2026 | Apr 21, 2026 |
| RB Capital Management, LLC | History | Added to | 70,425 | 2,736 | 0.58% | 0.55% | 541 | +1,032 | 1.49% | Q1 2026 | May 14, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 70,332 | 2,733 | 2.03% | 2.08% | 542 | -1,141 | -1.6% | Q1 2026 | May 08, 2026 |
| Americana Partners, LLC | History | New | 69,781 | 2,711 | 0.07% | — | 543 | +69,781 | New | Q1 2026 | May 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 69,224 | 2,690 | 1.07% | 0.99% | 544 | +8,557 | 14.1% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 68,724 | 2,670 | 0.09% | 0.11% | 545 | -16,463 | -19.33% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | Reduced | 68,458 | 2,660 | 1.32% | 1.42% | 546 | -1,769 | -2.52% | Q1 2026 | Apr 30, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 65,637 | 2,657 | 0.32% | 0.32% | 547 | +3,101 | 4.96% | Q1 2026 | Apr 22, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 62,838 | 2,647 | 1.51% | 1.25% | 548 | +10,411 | 19.86% | Q1 2026 | Apr 22, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 60,639 | 2,617 | 1.15% | 1.09% | 549 | +3,027 | 5.25% | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | Added to | 67,334 | 2,616 | 0.49% | 0.06% | 550 | +58,953 | 703.41% | Q1 2026 | May 07, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 67,228 | 2,612 | 0.73% | 0.76% | 551 | +76 | 0.11% | Q1 2026 | May 01, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 67,106 | 2,607 | 0.2% | 0.22% | 552 | -1,824 | -2.65% | Q1 2026 | May 13, 2026 |
| Global Financial Private Client, LLC | History | Added to | 66,920 | 2,600 | 0.85% | 0.22% | 553 | +51,376 | 330.52% | Q1 2026 | Apr 20, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 66,159 | 2,570 | 1.1% | 1.26% | 554 | -3,718 | -5.32% | Q1 2026 | Apr 08, 2026 |
| BIP Wealth, LLC | History | New | 65,336 | 2,538 | 0.1% | — | 555 | +65,336 | New | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Added to | 65,272 | 2,536 | 0.0% | 0.0% | 556 | +11,214 | 20.74% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 65,077 | 2,528 | 0.04% | 0.03% | 557 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| E-Wealth Partners, LLC | History | No change | 63,817 | 2,526 | 2.12% | 2.12% | 558 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 64,629 | 2,511 | 1.45% | — | 559 | +64,629 | New | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | No change | 64,557 | 2,508 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 64,523 | 2,507 | 0.18% | 0.14% | 561 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KM Capital Management Ltd. | History | Reduced | 57,545 | 2,487 | 1.67% | 1.19% | 562 | -1,130 | -1.93% | Q1 2026 | May 15, 2026 |
| Tandem Financial, LLC | History | New | 63,795 | 2,479 | 0.79% | — | 563 | +63,795 | New | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 63,719 | 2,476 | 0.06% | 0.06% | 564 | +604 | 0.96% | Q1 2026 | May 15, 2026 |
| HFG Wealth Management, LLC | History | Added to | 63,483 | 2,466 | 1.36% | 1.25% | 565 | +6,096 | 10.62% | Q1 2026 | Apr 22, 2026 |
| Level Wealth Management LLC | History | Added to | 63,186 | 2,455 | 1.15% | 1.03% | 566 | +12,397 | 24.41% | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | Reduced | 62,792 | 2,440 | 0.05% | 0.05% | 567 | -1,005 | -1.58% | Q1 2026 | Apr 17, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 62,617 | 2,433 | 1.06% | 1.11% | 568 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 61,978 | 2,408 | 0.82% | 0.88% | 569 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Freedom Day Solutions, LLC | History | New | 61,935 | 2,406 | 0.65% | — | 570 | +61,935 | New | Q1 2026 | May 05, 2026 |
| TCFG Investment Advisors, LLC | History | New | 61,887 | 2,404 | 0.9% | — | 572 | +61,887 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 61,887 | 2,404 | 0.9% | 0.99% | 571 | -2,338 | -3.64% | Q1 2026 | Apr 23, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 61,371 | 2,384 | 0.28% | 0.28% | 573 | -673 | -1.08% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 60,687 | 2,358 | 0.53% | 0.49% | 574 | +8,825 | 17.02% | Q1 2026 | May 14, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 60,073 | 2,334 | 0.69% | 0.65% | 575 | +3,581 | 6.34% | Q1 2026 | Apr 22, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 59,978 | 2,330 | 0.32% | 0.24% | 576 | +15,810 | 35.8% | Q1 2026 | Apr 20, 2026 |
| Brooklyn FI, LLC | History | No change | 59,966 | 2,330 | 0.49% | 0.51% | 577 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 59,143 | 2,298 | 0.26% | 0.26% | 578 | -93 | -0.16% | Q1 2026 | May 05, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 58,828 | 2,286 | 0.44% | 0.48% | 579 | +149 | 0.25% | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 58,692 | 2,280 | 0.07% | 0.08% | 580 | -5,281 | -8.26% | Q1 2026 | Apr 27, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 58,307 | 2,265 | 1.2% | 1.25% | 581 | +1,338 | 2.35% | Q1 2026 | Apr 24, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 57,831 | 2,247 | 0.25% | 0.26% | 582 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 57,684 | 2,241 | 0.0% | 0.0% | 583 | +26,196 | 83.19% | Q1 2026 | May 05, 2026 |
| STOLZ & ASSOCIATES, PS | History | Reduced | 53,746 | 2,232 | 1.56% | 1.76% | 584 | -3,800 | -6.6% | Q1 2026 | Apr 21, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 57,169 | 2,221 | 0.58% | 0.59% | 585 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| RHL GROUP, LLC | History | Added to | 56,718 | 2,204 | 1.88% | 0.78% | 586 | +32,219 | 131.51% | Q1 2026 | May 13, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 55,798 | 2,168 | 1.9% | 1.83% | 588 | +3,760 | 7.23% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Added to | 55,798 | 2,168 | 0.07% | 0.07% | 587 | +84 | 0.15% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 55,116 | 2,141 | 0.15% | 0.1% | 589 | +22,019 | 66.53% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 54,516 | 2,118 | 0.15% | 0.15% | 590 | +5 | 0.01% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 54,112 | 2,103 | 0.0% | 0.0% | 591 | +9,547 | 21.42% | Q1 2026 | May 13, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 51,404 | 2,076 | 0.48% | 0.52% | 592 | -243 | -0.47% | Q1 2026 | Apr 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 53,142 | 2,065 | 0.33% | 0.29% | 593 | -1,447 | -2.65% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 53,034 | 2,060 | 0.06% | 0.06% | 594 | -2,230 | -4.04% | Q1 2026 | May 12, 2026 |
| American Financial Advisors, LLC | History | Added to | 52,556 | 2,042 | 0.27% | 0.27% | 595 | +133 | 0.25% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 52,524 | 2,041 | 0.16% | 0.16% | 596 | -1,082 | -2.02% | Q1 2026 | May 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 52,231 | 2,029 | 0.25% | 0.26% | 597 | +35 | 0.07% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 52,231 | 2,029 | 0.15% | 0.17% | 598 | +35 | 0.07% | Q1 2026 | May 07, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 51,714 | 2,009 | 0.69% | 0.72% | 599 | -268 | -0.52% | Q1 2026 | Apr 22, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 51,653 | 2,007 | 0.52% | 0.52% | 600 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NorthAvenue LLC | History | Reduced | 51,511 | 2,001 | 1.59% | 1.77% | 601 | -2,633 | -4.86% | Q1 2026 | Apr 15, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 51,177 | 1,988 | 0.47% | 0.44% | 602 | +1,357 | 2.72% | Q1 2026 | Apr 30, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 50,978 | 1,981 | 0.08% | 0.08% | 603 | -127 | -0.25% | Q1 2026 | Apr 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 50,831 | 1,975 | 0.04% | 0.04% | 604 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 50,406 | 1,958 | 0.11% | 0.12% | 605 | -365 | -0.72% | Q1 2026 | Apr 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 49,662 | 1,929 | 0.13% | 0.14% | 606 | +96 | 0.19% | Q1 2026 | May 14, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 49,450 | 1,921 | 0.93% | 0.94% | 607 | +1,638 | 3.43% | Q1 2026 | May 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 49,438 | 1,921 | 0.21% | 0.21% | 608 | -142 | -0.29% | Q1 2026 | Apr 23, 2026 |
| Olistico Wealth, LLC | History | No change | 49,092 | 1,907 | 0.94% | 0.95% | 609 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 48,023 | 1,866 | 0.3% | 0.5% | 610 | -35,503 | -42.51% | Q1 2026 | May 04, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 47,786 | 1,856 | 1.3% | 2.33% | 611 | -38,892 | -44.87% | Q1 2026 | Apr 21, 2026 |
| Storgate, LLC | History | No change | 47,540 | 1,847 | 1.45% | 1.55% | 612 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 47,521 | 1,846 | 1.06% | 1.12% | 613 | +1,733 | 3.78% | Q1 2026 | Apr 22, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 47,412 | 1,842 | 0.1% | 0.1% | 614 | -1 | -0.0% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Added to | 46,662 | 1,813 | 0.03% | 0.03% | 615 | +3,273 | 7.54% | Q1 2026 | Apr 27, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 42,815 | 1,809 | 0.6% | 0.57% | 616 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lexington Hill Partners, LLC | History | Reduced | 46,360 | 1,801 | 1.02% | 1.48% | 617 | -3,307 | -6.66% | Q1 2026 | Apr 16, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 45,993 | 1,787 | 0.11% | 0.11% | 618 | +115 | 0.25% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Reduced | 45,840 | 1,781 | 0.08% | 0.08% | 619 | -1,397 | -2.96% | Q1 2026 | Apr 30, 2026 |
| Align Financial, LLC | History | Reduced | 45,580 | 1,771 | 1.01% | 1.05% | 620 | -1,765,504 | -97.48% | Q1 2026 | May 08, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 45,427 | 1,765 | 0.4% | 0.42% | 621 | -41 | -0.09% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Reduced | 44,000 | 1,709 | 0.01% | 0.01% | 622 | -45,078 | -50.61% | Q1 2026 | May 13, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 43,758 | 1,700 | 0.33% | 0.21% | 623 | +15,239 | 53.43% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 43,643 | 1,696 | 0.03% | 0.03% | 624 | -86 | -0.2% | Q1 2026 | May 07, 2026 |
| West Wealth Group, LLC | History | New | 43,511 | 1,690 | 0.33% | — | 625 | +43,511 | New | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 43,095 | 1,674 | 0.16% | 0.16% | 626 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Roundview Capital LLC | History | Added to | 42,411 | 1,648 | 0.1% | 0.1% | 627 | +107 | 0.25% | Q1 2026 | May 08, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 40,917 | 1,590 | 0.86% | 0.88% | 628 | +588 | 1.46% | Q1 2026 | Apr 29, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 39,579 | 1,538 | 0.46% | 0.46% | 629 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Disciplined Equity Management, Inc. | History | Added to | 39,340 | 1,528 | 0.77% | 0.8% | 630 | +160 | 0.41% | Q1 2026 | Apr 28, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 39,113 | 1,519 | 0.1% | 0.1% | 631 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 39,074 | 1,518 | 0.03% | 0.03% | 632 | +5,491 | 16.35% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | No change | 38,944 | 1,513 | 0.24% | 0.25% | 633 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 38,908 | 1,511 | 0.1% | 0.16% | 634 | -25,894 | -39.96% | Q1 2026 | Apr 17, 2026 |
| Florida Trust Wealth Management Co | History | No change | 38,593 | 1,499 | 0.04% | 0.04% | 635 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 38,485 | 1,495 | 0.07% | 0.07% | 636 | -377 | -0.97% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 38,362 | 1,490 | 0.0% | 0.0% | 637 | -18,650 | -32.71% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Reduced | 37,797 | 1,468 | 0.25% | 0.29% | 639 | -3,386 | -8.22% | Q1 2026 | May 08, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 37,795 | 1,468 | 0.19% | 0.19% | 638 | +101 | 0.27% | Q1 2026 | May 04, 2026 |
| Archer Investment Management, LLC | History | Reduced | 37,696 | 1,464 | 0.62% | 0.82% | 640 | -647 | -1.69% | Q1 2026 | Apr 08, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 37,626 | 1,462 | 0.86% | 0.94% | 642 | -1,150 | -2.97% | Q1 2026 | Apr 21, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 37,626 | 1,462 | 0.25% | 0.25% | 641 | +84 | 0.22% | Q1 2026 | Apr 28, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 37,475 | 1,456 | 0.13% | 0.16% | 643 | +2,260 | 6.42% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 37,466 | 1,455 | 0.5% | 0.54% | 644 | -1,591 | -4.07% | Q1 2026 | May 08, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 37,248 | 1,447 | 0.4% | 0.41% | 645 | -995 | -2.6% | Q1 2026 | Apr 22, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 37,210 | 1,445 | 1.2% | — | 646 | +37,210 | New | Q1 2026 | Apr 22, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 37,123 | 1,442 | 0.06% | 0.06% | 647 | -170 | -0.46% | Q1 2026 | Apr 30, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 37,077 | 1,440 | 0.93% | 0.94% | 648 | -531 | -1.41% | Q1 2026 | Apr 20, 2026 |
| Avant Financial Advisors LLC | History | Reduced | 37,043 | 1,439 | 1.01% | 1.06% | 649 | -242 | -0.65% | Q1 2026 | Apr 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 36,454 | 1,416 | 0.56% | 0.58% | 650 | +196 | 0.54% | Q1 2026 | Apr 17, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 32,758 | 1,413 | 0.03% | 0.03% | 651 | +1 | 0.0% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 36,290 | 1,410 | 0.02% | 0.03% | 652 | -17,010 | -31.91% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 36,024 | 1,399 | 0.08% | 0.08% | 653 | +18,012 | 100.0% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 35,898 | 1,394 | 0.05% | 0.03% | 654 | -16,978 | -32.11% | Q1 2026 | Apr 23, 2026 |
| Brewster Financial Planning LLC | History | No change | 35,885 | 1,394 | 0.84% | 0.87% | 655 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 35,817 | 1,391 | 0.08% | 0.08% | 656 | -978 | -2.66% | Q1 2026 | May 01, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 35,487 | 1,379 | 0.15% | 0.16% | 657 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 35,483 | 1,378 | 0.03% | 0.03% | 658 | -3,370 | -8.67% | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 35,424 | 1,376 | 0.14% | 0.16% | 659 | -812 | -2.24% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 35,139 | 1,366 | 0.0% | 0.02% | 660 | -255,740 | -87.92% | Q1 2026 | May 01, 2026 |
| Exeter Financial, LLC | History | Added to | 35,106 | 1,364 | 0.56% | 0.56% | 661 | +1,717 | 5.14% | Q1 2026 | Apr 23, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 34,756 | 1,350 | 0.02% | 0.02% | 662 | -73 | -0.21% | Q1 2026 | May 12, 2026 |
| Facet Wealth, Inc. | History | Added to | 34,545 | 1,342 | 0.02% | 0.02% | 663 | +609 | 1.79% | Q1 2026 | May 07, 2026 |
| IF Advisors, LLC | History | New | 34,487 | 1,340 | 0.95% | — | 664 | +34,487 | New | Q1 2026 | May 13, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 34,177 | 1,328 | 0.05% | 0.05% | 665 | -1,245 | -3.51% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 33,677 | 1,309 | 0.04% | 0.04% | 666 | -1,450 | -4.13% | Q1 2026 | Apr 21, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 33,275 | 1,293 | 0.05% | 0.05% | 667 | +4,165 | 14.31% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 33,123 | 1,287 | 0.01% | 0.01% | 668 | +428 | 1.31% | Q1 2026 | May 05, 2026 |
| Rise Advisors, LLC | History | Added to | 32,906 | 1,287 | 0.45% | 0.46% | 669 | +82 | 0.25% | Q1 2026 | Apr 03, 2026 |
| DAVIS R M INC | History | Reduced | 32,958 | 1,280 | 0.02% | 0.04% | 670 | -32,636 | -49.75% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 32,657 | 1,269 | 0.03% | 0.03% | 671 | +770 | 2.41% | Q1 2026 | Apr 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 32,634 | 1,268 | 0.12% | 0.12% | 672 | +31 | 0.1% | Q1 2026 | May 13, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 32,346 | 1,256 | 0.21% | 0.22% | 673 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 32,277 | 1,254 | 0.02% | 0.01% | 674 | +2,045 | 6.76% | Q1 2026 | Apr 20, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 32,293 | 1,254 | 0.28% | 0.29% | 675 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 32,274 | 1,254 | 0.81% | 0.82% | 676 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Reduced | 32,240 | 1,252 | 0.01% | 0.01% | 677 | -211 | -0.65% | Q1 2026 | May 11, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 32,094 | 1,247 | 0.9% | 0.93% | 678 | +1,396 | 4.55% | Q1 2026 | Apr 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 31,964 | 1,242 | 0.06% | 0.06% | 679 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Heritage Wealth Advisors | History | No change | 31,658 | 1,230 | 0.05% | 0.05% | 680 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 31,611 | 1,228 | 0.01% | 0.01% | 681 | -4,602 | -12.71% | Q1 2026 | May 14, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 31,207 | 1,212 | 0.63% | 0.65% | 682 | +55 | 0.18% | Q1 2026 | Apr 10, 2026 |
| High Probability Advisors, LLC | History | No change | 30,828 | 1,197 | 0.15% | 0.16% | 683 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Francis Financial, Inc. | History | Reduced | 30,675 | 1,192 | 0.22% | 0.25% | 684 | -2,220 | -6.75% | Q1 2026 | May 07, 2026 |
| Brooklyn Investment Group | History | Added to | 30,684 | 1,192 | 0.04% | 0.05% | 685 | +1,959 | 6.82% | Q1 2026 | Apr 29, 2026 |
| rebel Financial LLC | History | Reduced | 30,562 | 1,187 | 0.51% | 0.53% | 686 | -1,034 | -3.27% | Q1 2026 | Apr 24, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 30,502 | 1,185 | 0.08% | 0.11% | 687 | -13,333 | -30.42% | Q1 2026 | May 21, 2026 |
| Wharton Business Group, LLC | History | No change | 30,402 | 1,181 | 0.04% | 0.05% | 688 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 30,295 | 1,177 | 0.1% | 0.06% | 689 | +10,763 | 55.1% | Q1 2026 | Apr 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 30,278 | 1,176 | 0.09% | 0.1% | 690 | -5,624 | -15.66% | Q1 2026 | Apr 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 30,235 | 1,174 | 0.05% | 0.05% | 691 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 30,468 | 1,167 | 0.15% | 0.16% | 692 | +77 | 0.25% | Q1 2026 | Apr 30, 2026 |
| LAM GROUP, INC. | History | Added to | 29,803 | 1,158 | 0.64% | 0.67% | 693 | +3 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Stewardship Advisors, LLC | History | Added to | 29,759 | 1,156 | 0.27% | 0.27% | 694 | +773 | 2.67% | Q1 2026 | Apr 17, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 29,484 | 1,145 | 0.02% | 0.02% | 695 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Citrine Capital LLC | History | Added to | 29,388 | 1,142 | 0.5% | 0.45% | 696 | +4,863 | 19.83% | Q1 2026 | Apr 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 29,110 | 1,131 | 0.16% | 0.09% | 697 | +12,836 | 78.87% | Q1 2026 | May 13, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 29,126 | 1,131 | 0.15% | 0.17% | 698 | -1,993 | -6.4% | Q1 2026 | Apr 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 29,110 | 1,131 | 0.14% | 0.14% | 699 | +296 | 1.03% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 29,081 | 1,130 | 0.04% | 0.03% | 700 | +4,821 | 19.87% | Q1 2026 | Apr 07, 2026 |
| Navigate Wealth Management, LLC | History | New | 26,893 | 1,126 | 0.79% | — | 702 | +26,893 | New | Q1 2026 | Apr 27, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 28,976 | 1,126 | 0.19% | 0.2% | 701 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Trailhead Planners LLC | History | Added to | 28,898 | 1,122 | 1.08% | 1.05% | 703 | +1,902 | 7.05% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 28,872 | 1,121 | 0.01% | 0.02% | 704 | +358 | 1.26% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | No change | 28,757 | 1,117 | 0.05% | 0.05% | 705 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JB Capital LLC | History | Added to | 28,521 | 1,108 | 0.04% | 0.05% | 706 | +58 | 0.2% | Q1 2026 | Apr 27, 2026 |
| WASHINGTON TRUST Co | History | No change | 28,438 | 1,105 | 0.04% | 0.04% | 707 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 28,348 | 1,101 | 0.66% | 0.73% | 708 | +40 | 0.14% | Q1 2026 | May 12, 2026 |
| Tranquility Partners, LLC | History | No change | 30,439 | 1,096 | 0.41% | 0.43% | 709 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 27,667 | 1,095 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | New | 28,110 | 1,092 | 0.01% | — | 711 | +28,110 | New | Q1 2026 | May 11, 2026 |
| ERn Financial, LLC | History | Added to | 27,894 | 1,083 | 0.2% | 0.21% | 712 | +17 | 0.06% | Q1 2026 | Apr 24, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 27,708 | 1,076 | 0.19% | 0.21% | 713 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 27,667 | 1,075 | 0.0% | — | 715 | +27,667 | New | Q1 2026 | May 12, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 27,670 | 1,075 | 0.81% | 0.76% | 714 | +4,626 | 20.07% | Q1 2026 | Apr 13, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 27,663 | 1,074 | 0.45% | 0.12% | 716 | +21,161 | 325.45% | Q1 2026 | Apr 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 27,211 | 1,057 | 0.01% | 0.01% | 717 | +8,544 | 45.77% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Reduced | 26,959 | 1,047 | 0.01% | 0.01% | 718 | -894 | -3.21% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,888 | 1,044 | 0.02% | 0.01% | 719 | +15,089 | 127.88% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 26,842 | 1,043 | 0.21% | 0.22% | 720 | +68 | 0.25% | Q1 2026 | May 15, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 26,857 | 1,043 | 0.19% | 0.2% | 721 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 26,619 | 1,034 | 0.59% | — | 722 | +26,619 | New | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 26,552 | 1,031 | 0.01% | — | 724 | +26,552 | New | Q1 2026 | May 12, 2026 |
| a16z Perennial Management, L.P. | History | No change | 26,550 | 1,031 | 0.09% | 0.08% | 723 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Busey Bank | History | Added to | 26,501 | 1,029 | 0.03% | 0.03% | 725 | +424 | 1.63% | Q1 2026 | Apr 28, 2026 |
| DGS Capital Management, LLC | History | No change | 26,450 | 1,027 | 0.17% | 0.18% | 726 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Astra Wealth Partners LLC | History | No change | 26,442 | 1,027 | 0.61% | 0.61% | 727 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MGB Wealth Management, LLC | History | No change | 25,871 | 1,024 | 0.29% | 0.29% | 728 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortis Advisors, LLC | History | Added to | 26,289 | 1,021 | 0.51% | 0.56% | 729 | +66 | 0.25% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | Reduced | 25,882 | 1,005 | 0.1% | 0.14% | 731 | -7,997 | -23.6% | Q1 2026 | Apr 07, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 25,882 | 1,005 | 0.03% | 0.04% | 730 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 25,704 | 998 | 0.04% | 0.04% | 732 | -197 | -0.76% | Q1 2026 | Apr 13, 2026 |
| Renasant Bank | History | No change | 25,633 | 996 | 0.7% | 0.69% | 733 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 25,646 | 996 | 0.14% | 0.14% | 734 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 25,524 | 991 | 0.26% | 0.25% | 735 | +721 | 2.91% | Q1 2026 | Apr 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 25,390 | 986 | 0.06% | 0.04% | 736 | +5,601 | 28.3% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 25,314 | 983 | 0.02% | 0.02% | 737 | -147 | -0.58% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 25,271 | 982 | 0.22% | 0.25% | 738 | -2,847 | -10.13% | Q1 2026 | Apr 22, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 25,223 | 980 | 0.11% | 0.11% | 739 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 25,188 | 978 | 0.21% | 0.21% | 740 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 25,016 | 972 | 0.09% | 0.07% | 741 | -3,512 | -12.31% | Q1 2026 | May 14, 2026 |
| Blue Chip Partners, LLC | History | No change | 24,994 | 971 | 0.07% | 0.07% | 742 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 24,896 | 967 | 0.08% | 0.09% | 743 | -3,053 | -10.92% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 24,820 | 964 | 0.01% | 0.01% | 744 | +18 | 0.07% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | New | 24,669 | 958 | 0.01% | — | 745 | +24,669 | New | Q1 2026 | Apr 08, 2026 |
| Meredith Wealth Planning | History | Added to | 24,306 | 944 | 0.26% | 0.29% | 746 | +51 | 0.21% | Q1 2026 | Apr 27, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 24,273 | 943 | 0.6% | 0.63% | 748 | +1,088 | 4.69% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 24,093 | 943 | 0.0% | 0.0% | 747 | +277 | 1.16% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,253 | 942 | 0.0% | 0.0% | 749 | +6,844 | 39.31% | Q1 2026 | Apr 22, 2026 |
| CRA Financial Services, LLC | History | No change | 24,193 | 940 | 0.12% | 0.13% | 750 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| S. R. Schill & Associates | History | Added to | 24,007 | 932 | 0.63% | 0.67% | 751 | +60 | 0.25% | Q1 2026 | May 01, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 23,977 | 931 | 0.46% | 0.47% | 752 | +12 | 0.05% | Q1 2026 | Apr 30, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 23,744 | 922 | 0.21% | 0.19% | 753 | +2,207 | 10.25% | Q1 2026 | May 15, 2026 |
| Elser Financial Planning, Inc | History | New | 23,487 | 911 | 0.04% | — | 754 | +23,487 | New | Q1 2026 | Apr 15, 2026 |
| Millstone Evans Group, LLC | History | Added to | 23,443 | 910 | 0.55% | 0.55% | 755 | +13 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 22,523 | 875 | 0.01% | 0.01% | 756 | +1,331 | 6.28% | Q1 2026 | May 15, 2026 |
| Murphy Pohlad Asset Management LLC | History | No change | 22,504 | 874 | 0.31% | 0.34% | 757 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 22,485 | 873 | 0.19% | 0.2% | 758 | +88 | 0.39% | Q1 2026 | May 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 22,372 | 869 | 0.13% | 0.15% | 759 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Beacon Financial Advisory LLC | History | No change | 22,285 | 865 | 0.2% | 0.2% | 760 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| KINTRA WEALTH, LLC | History | New | 22,053 | 856 | 0.06% | — | 761 | +22,053 | New | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | No change | 21,994 | 854 | 0.06% | 0.05% | 762 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Yardley Wealth Management LLC | History | No change | 21,949 | 852 | 0.44% | 0.46% | 763 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 21,799 | 847 | 0.39% | 0.43% | 764 | +410 | 1.92% | Q1 2026 | Apr 16, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 21,647 | 841 | 0.6% | 0.66% | 765 | +52 | 0.24% | Q1 2026 | Apr 29, 2026 |
| Keel Point, LLC | History | No change | 21,179 | 838 | 0.05% | 0.05% | 766 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 21,368 | 830 | 0.0% | — | 768 | +21,368 | New | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 21,377 | 830 | 0.0% | 0.0% | 767 | +17,674 | 477.29% | Q1 2026 | May 15, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 21,326 | 828 | 0.56% | 0.59% | 769 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 21,178 | 822 | 0.0% | 0.04% | 770 | -266,015 | -92.63% | Q1 2026 | May 11, 2026 |
| Shore Point Advisors, LLC | History | Added to | 21,097 | 819 | 0.32% | 0.35% | 771 | +13 | 0.06% | Q1 2026 | Apr 08, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 21,073 | 818 | 0.04% | 0.04% | 772 | -1,965 | -8.53% | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Added to | 20,900 | 812 | 0.13% | 0.14% | 773 | +29 | 0.14% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 20,622 | 806 | 0.04% | 0.05% | 774 | -5,272 | -20.36% | Q1 2026 | May 12, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 20,626 | 801 | 0.44% | 0.45% | 775 | +53 | 0.26% | Q1 2026 | Apr 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 20,579 | 799 | 0.03% | 0.04% | 776 | -5,146 | -20.0% | Q1 2026 | May 12, 2026 |
| Security Financial Services, INC. | History | No change | 19,939 | 789 | 0.12% | 0.12% | 777 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 18,672 | 783 | 0.05% | 0.05% | 778 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 19,977 | 776 | 0.15% | 0.14% | 779 | +586 | 3.02% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Services | History | Reduced | 19,970 | 776 | 0.23% | 0.24% | 780 | -100 | -0.5% | Q1 2026 | May 06, 2026 |
| bLong Financial, LLC | History | No change | 19,784 | 768 | 0.58% | 0.55% | 781 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 19,662 | 764 | 0.58% | 0.57% | 782 | +201 | 1.03% | Q1 2026 | Apr 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 19,463 | 756 | 0.27% | 0.27% | 783 | +48 | 0.25% | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 19,233 | 747 | 0.03% | 0.04% | 785 | -9,225 | -32.42% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 19,233 | 747 | 0.1% | 0.17% | 786 | -9,225 | -32.42% | Q1 2026 | Apr 28, 2026 |
| KPP Advisory Services LLC | History | Reduced | 19,248 | 747 | 0.11% | 0.11% | 787 | -50 | -0.26% | Q1 2026 | Apr 24, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 19,248 | 747 | 0.06% | 0.07% | 784 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Revisor Wealth Management LLC | History | No change | 19,221 | 746 | 0.21% | 0.21% | 788 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Boston Trust Walden Corp | History | Reduced | 19,164 | 744 | 0.01% | 0.01% | 789 | -2,373 | -11.02% | Q1 2026 | Apr 24, 2026 |
| MAYPORT, LLC | History | No change | 19,005 | 738 | 0.14% | 0.15% | 790 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,876 | 733 | 0.0% | 0.0% | 791 | -13,224 | -41.2% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 18,835 | 731 | 0.01% | 0.01% | 792 | +26 | 0.14% | Q1 2026 | Apr 15, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 18,527 | 719 | 0.48% | 0.49% | 793 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 18,487 | 718 | 0.02% | 0.02% | 794 | -35 | -0.19% | Q1 2026 | May 06, 2026 |
| Cadence Bank | History | No change | 18,131 | 717 | 0.04% | 0.04% | 795 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 17,249 | 712 | 0.04% | 0.04% | 796 | +44 | 0.26% | Q1 2026 | Apr 20, 2026 |
| IFG Advisory, LLC | History | Reduced | 18,187 | 706 | 2.02% | 1.65% | 797 | -936,377 | -98.09% | Q1 2026 | May 12, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 17,820 | 705 | 0.09% | 0.09% | 798 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 18,157 | 705 | 0.31% | 0.31% | 799 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 18,145 | 705 | 0.47% | 0.51% | 800 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 18,091 | 703 | 0.07% | 0.08% | 801 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 18,034 | 700 | 0.04% | 0.04% | 802 | -10 | -0.06% | Q1 2026 | Apr 30, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 18,026 | 700 | 0.13% | 0.14% | 803 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Colonial Trust Co / SC | History | No change | 17,949 | 697 | 0.09% | 0.09% | 804 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Blume Capital Management, Inc. | History | Added to | 17,643 | 685 | 0.12% | 0.12% | 805 | +335 | 1.94% | Q1 2026 | May 01, 2026 |
| Autumn Glory Partners, LLC | History | No change | 17,584 | 683 | 0.25% | 0.24% | 806 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Added to | 17,416 | 681 | 0.14% | 0.06% | 807 | +12,694 | 268.83% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,487 | 679 | 0.01% | 0.01% | 808 | -1,198 | -6.41% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 17,448 | 678 | 0.01% | 0.01% | 809 | +6,144 | 54.35% | Q1 2026 | Apr 17, 2026 |
| VanderPol Investments L.L.C. | History | No change | 17,074 | 675 | 1.17% | 1.17% | 810 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 17,340 | 673 | 0.01% | 0.01% | 811 | -569 | -3.18% | Q1 2026 | Apr 27, 2026 |
| Claris Financial LLC | History | Added to | 17,230 | 669 | 0.37% | 0.36% | 813 | +32 | 0.19% | Q1 2026 | May 18, 2026 |
| Acropolis Investment Management, LLC | History | No change | 17,233 | 669 | 0.03% | 0.03% | 812 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| National Wealth Management Group, LLC | History | Added to | 17,191 | 668 | 0.25% | 0.24% | 814 | +17 | 0.1% | Q1 2026 | May 11, 2026 |
| SYM FINANCIAL Corp | History | Added to | 17,095 | 664 | 0.07% | 0.06% | 815 | +1,647 | 10.66% | Q1 2026 | May 08, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 17,047 | 662 | 0.03% | 0.03% | 816 | -125 | -0.73% | Q1 2026 | May 07, 2026 |
| REBALANCE, LLC | History | Added to | 17,039 | 662 | 0.04% | 0.04% | 817 | +43 | 0.25% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | Added to | 16,942 | 658 | 0.05% | 0.03% | 818 | +11,651 | 220.2% | Q1 2026 | Apr 28, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Reduced | 16,914 | 657 | 0.34% | 0.39% | 819 | -1,208 | -6.67% | Q1 2026 | Apr 22, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 16,834 | 654 | 0.44% | 0.45% | 820 | +93 | 0.56% | Q1 2026 | Apr 16, 2026 |
| Evolution Advisers, Inc. | History | No change | 16,680 | 648 | 0.27% | 0.29% | 821 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WBH ADVISORY INC | History | No change | 16,464 | 644 | 0.05% | 0.05% | 822 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TI-TRUST, INC | History | Reduced | 16,470 | 640 | 0.38% | 0.42% | 823 | -905 | -5.21% | Q1 2026 | Apr 28, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 16,403 | 637 | 0.47% | 0.56% | 824 | -2,921 | -15.12% | Q1 2026 | Apr 16, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 16,378 | 636 | 0.01% | 0.01% | 825 | -8,990 | -35.44% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | No change | 16,216 | 630 | 0.03% | 0.03% | 826 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Destination Wealth Management | History | No change | 16,194 | 629 | 0.02% | 0.02% | 827 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 16,171 | 628 | 0.33% | 0.37% | 830 | -776 | -4.58% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 16,166 | 628 | 0.0% | 0.0% | 828 | -526 | -3.15% | Q1 2026 | May 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 16,169 | 628 | 0.45% | 0.44% | 829 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 16,084 | 625 | 0.1% | 0.1% | 831 | +881 | 5.79% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 15,979 | 620 | 0.05% | 0.05% | 832 | +22 | 0.14% | Q1 2026 | Apr 10, 2026 |
| Trust Point Inc. | History | No change | 15,945 | 619 | 0.05% | 0.05% | 833 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 15,921 | 618 | 0.05% | 0.05% | 834 | +39 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 15,793 | 613 | 0.53% | 0.54% | 835 | -322 | -2.0% | Q1 2026 | May 06, 2026 |
| Baring Financial LLC | History | Reduced | 15,697 | 610 | 0.37% | 0.39% | 837 | -571 | -3.51% | Q1 2026 | Apr 06, 2026 |
| THREADGILL FINANCIAL, LLC | History | No change | 15,705 | 610 | 0.18% | 0.26% | 836 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vantus Wealth LLC | History | No change | 15,302 | 605 | 0.45% | 0.45% | 838 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BostonPremier Wealth LLC | History | Added to | 15,316 | 595 | 0.31% | 0.31% | 839 | +38 | 0.25% | Q1 2026 | Apr 10, 2026 |
| Balboa Wealth Partners | History | Added to | 15,198 | 590 | 0.1% | 0.1% | 840 | +99 | 0.66% | Q1 2026 | Apr 16, 2026 |
| Foster Group, Inc. | History | Added to | 15,121 | 587 | 0.02% | 0.01% | 841 | +7,553 | 99.8% | Q1 2026 | Apr 13, 2026 |
| Johnson Financial Group, LLC | History | No change | 15,089 | 586 | 0.04% | 0.04% | 842 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 14,813 | 575 | 0.16% | — | 843 | +14,813 | New | Q1 2026 | Apr 09, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 14,763 | 573 | 0.19% | 0.23% | 844 | -1,912 | -11.47% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,700 | 571 | 0.0% | 0.0% | 845 | -5,300 | -26.5% | Q1 2026 | May 15, 2026 |
| North Capital, Inc. | History | Added to | 14,628 | 568 | 0.48% | 0.5% | 846 | +1 | 0.01% | Q1 2026 | Apr 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 14,993 | 566 | 0.04% | 0.03% | 847 | +5 | 0.03% | Q1 2026 | Apr 24, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 14,551 | 565 | 0.08% | 0.08% | 849 | -47 | -0.32% | Q1 2026 | May 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 14,557 | 565 | 0.12% | 0.13% | 848 | +29 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Intrua Financial, LLC | History | Added to | 14,526 | 564 | 0.06% | 0.04% | 850 | +3,774 | 35.1% | Q1 2026 | Apr 23, 2026 |
| Rockingstone Advisors LLC | History | No change | 14,471 | 562 | 0.26% | 0.26% | 851 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 14,457 | 561 | 0.01% | 0.01% | 852 | +989 | 7.34% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 14,345 | 557 | 0.01% | 0.01% | 853 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Reduced | 14,329 | 556 | 0.02% | 0.02% | 854 | -729 | -4.84% | Q1 2026 | May 15, 2026 |
| EnRich Financial Partners LLC | History | Added to | 14,265 | 554 | 0.15% | 0.14% | 855 | +1,163 | 8.88% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,236 | 553 | 0.01% | 0.01% | 856 | -495 | -3.36% | Q1 2026 | May 15, 2026 |
| Abundance Wealth Counselors | History | New | 14,223 | 552 | 0.08% | — | 857 | +14,223 | New | Q1 2026 | Apr 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 14,122 | 548 | 0.03% | 0.03% | 859 | +33 | 0.23% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14,108 | 548 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 14,082 | 547 | 0.06% | 0.06% | 860 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 14,075 | 546 | 0.27% | 0.3% | 862 | -490 | -3.36% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 14,057 | 546 | 0.0% | 0.0% | 861 | +5 | 0.04% | Q1 2026 | May 15, 2026 |
| Morling Financial Advisors, LLC | History | No change | 14,050 | 545 | 0.17% | 0.17% | 863 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 13,921 | 540 | 0.01% | 0.01% | 864 | -687 | -4.7% | Q1 2026 | Apr 21, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 13,043 | 540 | 0.03% | 0.04% | 865 | -600 | -4.4% | Q1 2026 | Apr 20, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 13,820 | 537 | 0.06% | 0.04% | 866 | +3,951 | 40.03% | Q1 2026 | May 01, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 13,734 | 533 | 0.02% | 0.03% | 867 | -7,392 | -34.99% | Q1 2026 | Apr 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 13,687 | 531 | 0.06% | 0.06% | 868 | +286 | 2.13% | Q1 2026 | Apr 14, 2026 |
| BOS Asset Management, LLC | History | Added to | 13,600 | 528 | 0.13% | 0.11% | 870 | +3,346 | 32.63% | Q1 2026 | Apr 08, 2026 |
| Argent Trust Co | History | Reduced | 13,600 | 528 | 0.02% | 0.02% | 869 | -1,761 | -11.46% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | New | 13,496 | 524 | 0.0% | — | 871 | +13,496 | New | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | New | 13,463 | 523 | 0.03% | — | 872 | +13,463 | New | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 13,409 | 521 | 0.04% | 0.04% | 873 | -601 | -4.29% | Q1 2026 | May 07, 2026 |
| XTX Topco Ltd | History | New | 13,390 | 520 | 0.01% | — | 875 | +13,390 | New | Q1 2026 | May 15, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 13,407 | 520 | 0.24% | 0.24% | 874 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 13,326 | 517 | 0.06% | 0.06% | 876 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | New | 13,275 | 515 | 0.01% | — | 877 | +13,275 | New | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 13,111 | 512 | 0.01% | 0.01% | 879 | -357 | -2.65% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 13,196 | 512 | 0.08% | 0.08% | 878 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 13,133 | 510 | 0.92% | 1.03% | 880 | -393 | -2.91% | Q1 2026 | Apr 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 12,950 | 503 | 0.01% | 0.01% | 881 | +2,439 | 23.2% | Q1 2026 | May 01, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 12,828 | 498 | 0.07% | 0.08% | 882 | -591 | -4.4% | Q1 2026 | May 05, 2026 |
| Harbor Group, Inc. | History | Reduced | 12,824 | 498 | 0.07% | 0.08% | 883 | -513 | -3.85% | Q1 2026 | Apr 10, 2026 |
| Delos Wealth Advisors, LLC | History | New | 12,793 | 497 | 0.28% | — | 885 | +12,793 | New | Q1 2026 | May 14, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 12,807 | 497 | 0.13% | 0.15% | 884 | -1,263 | -8.98% | Q1 2026 | Apr 21, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 12,697 | 493 | 0.0% | 0.0% | 887 | -11,405 | -47.32% | Q1 2026 | May 14, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 12,704 | 493 | 0.27% | 0.23% | 888 | +2,556 | 25.19% | Q1 2026 | Apr 21, 2026 |
| Keystone Wealth Services, LLC | History | No change | 12,697 | 493 | 0.11% | 0.11% | 886 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Platt Wealth Management LLC | History | No change | 12,665 | 492 | 0.48% | 0.5% | 889 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 12,656 | 491 | 0.02% | 0.02% | 890 | +79 | 0.63% | Q1 2026 | May 07, 2026 |
| Texas Bank & Trust Co | History | No change | 12,532 | 486 | 0.18% | 0.18% | 891 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 12,500 | 485 | 0.01% | 0.01% | 892 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| May Hill Capital, LLC | History | New | 12,408 | 482 | 0.12% | — | 895 | +12,408 | New | Q1 2026 | May 06, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 12,411 | 482 | 0.39% | 0.3% | 893 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Navigoe, LLC | History | No change | 12,410 | 482 | 0.28% | 0.3% | 894 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 12,401 | 481 | 0.0% | — | 897 | +12,401 | New | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,390 | 481 | 0.01% | 0.01% | 896 | +809 | 6.99% | Q1 2026 | May 15, 2026 |
| Edge Financial Advisors LLC | History | No change | 12,129 | 480 | 0.2% | 0.2% | 898 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Gibbs Wealth Management | History | Reduced | 12,204 | 474 | 0.06% | 0.12% | 899 | -29 | -0.24% | Q1 2026 | May 13, 2026 |
| FSA Advisors, Inc. | History | Reduced | 12,095 | 470 | 0.31% | 0.31% | 900 | -4,259 | -26.04% | Q1 2026 | May 06, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 11,864 | 469 | 0.14% | 0.14% | 901 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COFG Advisors, LLC | History | Added to | 12,043 | 467 | 0.12% | 0.12% | 902 | +30 | 0.25% | Q1 2026 | May 11, 2026 |
| VISTA FINANCE, LLC | History | No change | 11,992 | 466 | 0.37% | 0.31% | 903 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | Reduced | 11,987 | 465 | 0.0% | 0.01% | 904 | -5,543 | -31.62% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 11,870 | 461 | 0.0% | — | 905 | +11,870 | New | Q1 2026 | May 15, 2026 |
| Burk Holdings LLC | History | Added to | 11,586 | 450 | 0.19% | 0.21% | 906 | +279 | 2.47% | Q1 2026 | May 07, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 11,518 | 447 | 0.28% | 0.42% | 907 | -5,792 | -33.46% | Q1 2026 | Apr 22, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 11,433 | 444 | 0.04% | 0.04% | 909 | -197 | -1.69% | Q1 2026 | Apr 23, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 11,430 | 444 | 0.33% | 0.34% | 908 | +29 | 0.25% | Q1 2026 | May 05, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 11,407 | 443 | 0.07% | 0.0% | 910 | +11,307 | 11307.0% | Q1 2026 | Apr 21, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 11,325 | 440 | 0.05% | 0.05% | 911 | -150 | -1.31% | Q1 2026 | May 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 11,286 | 438 | 0.04% | 0.03% | 913 | +28 | 0.25% | Q1 2026 | May 14, 2026 |
| MTM Investment Management, LLC | History | No change | 11,294 | 438 | 0.14% | 0.14% | 912 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Single Point Partners, LLC | History | No change | 11,233 | 436 | 0.09% | 0.09% | 914 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BankChampaign, National Association | History | Added to | 11,201 | 435 | 0.43% | 0.47% | 915 | +8,922 | 391.49% | Q1 2026 | May 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 10,255 | 433 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | New | 11,077 | 430 | 0.07% | — | 917 | +11,077 | New | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | No change | 11,012 | 427 | 0.11% | 0.11% | 918 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Seed Wealth Management, Inc. | History | No change | 11,000 | 427 | 0.29% | 0.3% | 919 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sigma Planning Corp | History | Reduced | 10,951 | 425 | 0.01% | 0.02% | 920 | -3,127 | -22.21% | Q1 2026 | May 04, 2026 |
| Oxbow Advisors, LLC | History | No change | 10,907 | 423 | 0.04% | 0.04% | 921 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 10,065 | 421 | 0.03% | 0.03% | 922 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,825 | 420 | 0.05% | — | 924 | +10,825 | New | Q1 2026 | May 15, 2026 |
| BWM Planning, LLC | History | Reduced | 10,822 | 420 | 0.11% | 0.13% | 923 | -1,158 | -9.67% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 10,778 | 418 | 0.06% | 0.06% | 925 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 10,747 | 417 | 0.19% | 0.19% | 926 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 10,670 | 414 | 0.24% | 0.22% | 929 | +597 | 5.93% | Q1 2026 | May 14, 2026 |
| Fairman Group, LLC | History | Added to | 10,674 | 414 | 0.35% | 0.34% | 928 | +27 | 0.25% | Q1 2026 | Apr 23, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 10,667 | 414 | 0.07% | 0.07% | 927 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,600 | 411 | 0.02% | 0.03% | 930 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orcam Financial Group | History | New | 10,518 | 408 | 0.29% | — | 932 | +10,518 | New | Q1 2026 | May 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 10,513 | 408 | 0.17% | — | 931 | +10,513 | New | Q1 2026 | Apr 14, 2026 |
| McLaughlin Asset Management, Inc. | History | New | 10,454 | 406 | 0.39% | — | 933 | +10,454 | New | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10,303 | 405 | 0.01% | 0.01% | 934 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WealthShield Partners, LLC | History | Added to | 10,422 | 404 | 0.05% | 0.05% | 935 | +15 | 0.14% | Q1 2026 | May 01, 2026 |
| Marotta Asset Management | History | Reduced | 10,202 | 399 | 0.07% | 0.07% | 936 | -8 | -0.08% | Q1 2026 | Apr 27, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 10,250 | 398 | 0.03% | 0.03% | 937 | -26,013 | -71.73% | Q1 2026 | May 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 10,256 | 398 | 0.05% | 0.06% | 938 | -2,430 | -19.15% | Q1 2026 | May 05, 2026 |
| Sanchez Levi Garrett | History | New | 10,191 | 396 | 0.25% | — | 939 | +10,191 | New | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | No change | 10,182 | 395 | 0.01% | 0.01% | 940 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bedminster, LLC | History | Reduced | 10,125 | 393 | 0.37% | 0.39% | 942 | -604 | -5.63% | Q1 2026 | Apr 24, 2026 |
| HANOVER ADVISORS INC | History | Added to | 10,114 | 393 | 0.16% | 0.15% | 941 | +224 | 2.26% | Q1 2026 | May 07, 2026 |
| Nadler Financial Group, Inc. | History | New | 10,111 | 392 | 0.04% | — | 943 | +10,111 | New | Q1 2026 | May 04, 2026 |
| Tufton Capital Management | History | New | 10,085 | 391 | 0.07% | — | 944 | +10,085 | New | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 9,977 | 388 | 0.01% | 0.01% | 945 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BBR PARTNERS, LLC | History | Added to | 9,734 | 378 | 0.02% | 0.02% | 946 | +25 | 0.26% | Q1 2026 | May 12, 2026 |
| Significant Wealth Partners LLC | History | Reduced | 9,730 | 378 | 0.47% | 0.43% | 947 | -22 | -0.23% | Q1 2026 | Apr 08, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 9,735 | 378 | 0.39% | 0.4% | 948 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 9,705 | 377 | 0.4% | 0.4% | 949 | +25 | 0.26% | Q1 2026 | Apr 21, 2026 |
| MATAURO, LLC | History | Reduced | 9,692 | 376 | 0.05% | 0.06% | 950 | -214 | -2.16% | Q1 2026 | Apr 22, 2026 |
| CNB Bank | History | No change | 9,630 | 374 | 0.16% | 0.16% | 951 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 9,646 | 374 | 0.13% | 0.14% | 952 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tenon Financial LLC | History | No change | 9,566 | 371 | 0.15% | 0.16% | 953 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Matisse Capital | History | Added to | 9,503 | 369 | 0.16% | 0.17% | 954 | +24 | 0.25% | Q1 2026 | May 08, 2026 |
| ATLas Financial Planning LLC | History | Added to | 9,490 | 368 | 0.33% | 0.37% | 955 | +20 | 0.21% | Q1 2026 | Apr 27, 2026 |
| BLB&B Advisors, LLC | History | No change | 9,455 | 367 | 0.02% | 0.02% | 956 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 9,442 | 366 | 0.05% | 0.06% | 957 | -53 | -0.56% | Q1 2026 | Apr 24, 2026 |
| Timonier Family Office, LTD. | History | No change | 9,253 | 366 | 0.12% | 0.12% | 958 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 9,409 | 365 | 0.04% | — | 961 | +9,409 | New | Q1 2026 | Apr 23, 2026 |
| BANYAN CAPITAL MANAGEMENT, INC. | History | Reduced | 9,396 | 365 | 0.16% | 0.17% | 959 | -734 | -7.25% | Q1 2026 | May 01, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 9,410 | 365 | 0.06% | 0.06% | 960 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 9,173 | 363 | 0.02% | 0.02% | 962 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 9,303 | 361 | 0.02% | 0.02% | 963 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 9,240 | 359 | 0.03% | 0.03% | 964 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Berman McAleer LLC | History | No change | 9,260 | 359 | 0.05% | 0.05% | 965 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 9,232 | 358 | 0.26% | 0.26% | 966 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 9,161 | 355 | 0.06% | 0.06% | 967 | +24 | 0.26% | Q1 2026 | Apr 24, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 8,990 | 349 | 0.12% | 0.12% | 968 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 8,987 | 349 | 0.06% | 0.06% | 969 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 8,966 | 348 | 0.03% | 0.04% | 970 | +2 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Vident Advisory, LLC | History | Reduced | 8,908 | 346 | 0.0% | 0.0% | 971 | -181 | -1.99% | Q1 2026 | May 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 8,832 | 343 | 0.04% | 0.04% | 972 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GTS FINANCIAL, LLC | History | New | 10,386 | 342 | 0.27% | — | 973 | +10,386 | New | Q1 2026 | May 19, 2026 |
| Holistic Financial Partners | History | Added to | 8,738 | 339 | 0.13% | 0.13% | 974 | +22 | 0.25% | Q1 2026 | May 05, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 8,726 | 339 | 0.15% | 0.15% | 975 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TABLEAUX LLC | History | Added to | 8,636 | 335 | 0.16% | 0.22% | 978 | +897 | 11.59% | Q1 2026 | May 14, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 8,622 | 335 | 0.08% | 0.09% | 976 | +22 | 0.26% | Q1 2026 | Apr 28, 2026 |
| PGIM Custom Harvest LLC | History | No change | 8,639 | 335 | 0.01% | 0.01% | 977 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,600 | 334 | 0.0% | 0.0% | 979 | -17,803 | -67.43% | Q1 2026 | Apr 29, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 8,607 | 334 | 0.2% | 0.19% | 980 | -600 | -6.52% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 8,574 | 333 | 0.02% | 0.05% | 981 | -9,719 | -53.13% | Q1 2026 | Apr 15, 2026 |
| River Wealth Advisors LLC | History | Added to | 8,563 | 332 | 0.04% | 0.04% | 982 | +3 | 0.04% | Q1 2026 | May 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 8,569 | 332 | 0.08% | 0.08% | 983 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SimpliFi, Inc. | History | No change | 8,516 | 330 | 0.14% | 0.14% | 984 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Private Trust Co. | History | No change | 8,469 | 329 | 0.02% | 0.02% | 985 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| McAdam, LLC | History | No change | 8,437 | 327 | 0.01% | 0.02% | 986 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Diesslin Group, Inc. | History | No change | 8,410 | 326 | 0.15% | 0.13% | 987 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 8,344 | 324 | 0.08% | 0.26% | 988 | -20,726 | -71.3% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 8,288 | 322 | 0.02% | 0.02% | 989 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 8,296 | 322 | 0.21% | 0.23% | 990 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Traynor Capital Management, Inc. | History | No change | 8,490 | 321 | 0.02% | 0.02% | 991 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 8,226 | 319 | 0.03% | 0.03% | 992 | +39 | 0.48% | Q1 2026 | Apr 13, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 8,228 | 319 | 0.06% | 0.08% | 994 | +21 | 0.26% | Q1 2026 | May 11, 2026 |
| Synergy Asset Management, LLC | History | No change | 8,210 | 319 | 0.03% | 0.03% | 993 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First National Advisers, LLC | History | No change | 8,158 | 317 | 0.05% | 0.04% | 995 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 8,043 | 312 | 0.02% | 0.02% | 996 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 8,031 | 312 | 0.02% | 0.02% | 997 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 7,700 | 312 | 0.05% | 0.05% | 998 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 8,017 | 311 | 0.01% | 0.02% | 999 | -237 | -2.87% | Q1 2026 | Apr 28, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 7,310 | 308 | 0.04% | 0.04% | 1000 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 7,936 | 308 | 0.07% | 0.08% | 1001 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fielder Capital Group LLC | History | Added to | 7,855 | 305 | 0.07% | 0.06% | 1003 | +203 | 2.65% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 7,857 | 305 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 7,840 | 304 | 0.02% | 0.02% | 1004 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 7,810 | 303 | 0.02% | 0.02% | 1005 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lincoln Capital LLC | History | No change | 7,766 | 301 | 0.06% | 0.06% | 1006 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Belvedere Trading LLC | History | New | 7,700 | 299 | 0.0% | — | 1007 | +7,700 | New | Q1 2026 | May 12, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 7,674 | 298 | 0.07% | 0.07% | 1008 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 7,544 | 293 | 0.0% | — | 1012 | +7,544 | New | Q1 2026 | May 14, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 7,546 | 293 | 0.03% | 0.03% | 1009 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 7,493 | 293 | 0.03% | 0.03% | 1010 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | No change | 6,803 | 293 | 0.01% | 0.01% | 1011 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Added to | 7,539 | 292 | 0.01% | 0.0% | 1013 | +1,815 | 31.71% | Q1 2026 | Apr 16, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 7,522 | 292 | 0.08% | 0.08% | 1014 | +19 | 0.25% | Q1 2026 | Apr 08, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 7,471 | 290 | 0.17% | 0.18% | 1015 | +10 | 0.13% | Q1 2026 | May 07, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 7,455 | 289 | 0.03% | 0.03% | 1016 | -1,002 | -11.85% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,293 | 283 | 0.01% | 0.01% | 1018 | +2 | 0.03% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 7,299 | 283 | 0.0% | 0.0% | 1017 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 7,267 | 282 | 0.15% | 0.11% | 1019 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McBroom & Associates, LLC | History | Reduced | 7,250 | 281 | 0.16% | 0.15% | 1021 | -650 | -8.23% | Q1 2026 | Apr 22, 2026 |
| Haverford Trust Co | History | No change | 7,239 | 281 | 0.0% | 0.0% | 1020 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Reduced | 7,221 | 280 | 0.01% | 0.02% | 1023 | -3,052 | -29.71% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 7,229 | 280 | 0.01% | 0.02% | 1022 | -251 | -3.36% | Q1 2026 | May 07, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 7,155 | 278 | 0.07% | 0.07% | 1025 | -366 | -4.87% | Q1 2026 | Apr 16, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 7,179 | 278 | 0.2% | 0.3% | 1026 | +19 | 0.27% | Q1 2026 | Apr 23, 2026 |
| Chicago Capital, LLC | History | No change | 7,167 | 278 | 0.01% | 0.01% | 1024 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 7,135 | 277 | 0.07% | 0.06% | 1027 | +250 | 3.63% | Q1 2026 | May 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 7,126 | 276 | 0.02% | 0.02% | 1028 | -1,352 | -15.95% | Q1 2026 | May 12, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 7,115 | 276 | 0.09% | 0.14% | 1030 | +18 | 0.25% | Q1 2026 | Apr 20, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 7,114 | 276 | 0.1% | 0.1% | 1029 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 7,071 | 274 | 0.15% | 0.16% | 1031 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 7,000 | 272 | 0.1% | 0.11% | 1032 | -1,036 | -12.89% | Q1 2026 | May 12, 2026 |
| E&G Advisors, LP | History | Reduced | 6,985 | 271 | 0.06% | 0.07% | 1033 | -765 | -9.87% | Q1 2026 | Apr 21, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 6,987 | 271 | 0.03% | 0.03% | 1034 | +125 | 1.82% | Q1 2026 | Apr 08, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 6,959 | 270 | 0.01% | 0.01% | 1035 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 6,940 | 269 | 0.06% | 0.07% | 1036 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Williams & Novak, LLC | History | No change | 6,872 | 268 | 0.2% | 0.2% | 1037 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,892 | 267 | 0.01% | 0.02% | 1039 | -6,259 | -47.59% | Q1 2026 | May 14, 2026 |
| Calydon Capital | History | Reduced | 6,871 | 267 | 0.04% | 0.07% | 1038 | -3,386 | -33.01% | Q1 2026 | May 15, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 6,824 | 265 | 0.06% | 0.07% | 1040 | -1,119 | -14.09% | Q1 2026 | May 12, 2026 |
| Embree Financial Group | History | No change | 6,837 | 265 | 0.03% | 0.03% | 1041 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 6,803 | 264 | 0.08% | 0.08% | 1042 | +164 | 2.47% | Q1 2026 | Apr 23, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Reduced | 6,740 | 261 | 0.02% | 0.02% | 1043 | -640 | -8.67% | Q1 2026 | Apr 15, 2026 |
| Annandale Capital, LLC | History | Reduced | 6,699 | 260 | 0.04% | 0.03% | 1044 | -63 | -0.93% | Q1 2026 | May 15, 2026 |
| Prairiewood Capital, LLC | History | No change | 6,692 | 260 | 0.08% | 0.08% | 1045 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Lodestone Wealth Management LLC | History | No change | 6,705 | 260 | 0.1% | 0.11% | 1046 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 6,666 | 259 | 0.02% | 0.02% | 1047 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 6,659 | 258 | 0.12% | 0.11% | 1048 | +469 | 7.58% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Added to | 6,652 | 258 | 0.01% | 0.01% | 1049 | +16 | 0.24% | Q1 2026 | Apr 06, 2026 |
| Ellsworth Advisors, LLC | History | Reduced | 6,560 | 254 | 0.05% | 0.06% | 1050 | -1,408 | -17.67% | Q1 2026 | Apr 16, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 6,544 | 254 | 0.14% | 0.14% | 1051 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ironwood Financial, llc | History | No change | 6,509 | 252 | 0.04% | 0.04% | 1052 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Roble, Belko & Company, Inc | History | No change | 6,477 | 252 | 0.03% | 0.03% | 1053 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Lynx Investment Advisory | History | Reduced | 6,484 | 251 | 0.12% | 0.15% | 1054 | -246 | -3.66% | Q1 2026 | Apr 24, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 6,430 | 249 | 0.01% | 0.01% | 1055 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Trust Asset Management, LLC | History | No change | 6,348 | 246 | 0.09% | 0.1% | 1056 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 6,314 | 245 | 0.25% | 0.26% | 1057 | +25 | 0.4% | Q1 2026 | Apr 13, 2026 |
| Selby Wealth Management, LLC | History | No change | 6,301 | 244 | 0.1% | 0.1% | 1058 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Disciplined Investments, LLC | History | New | 6,276 | 243 | 0.09% | — | 1061 | +6,276 | New | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 6,272 | 243 | 0.02% | 0.02% | 1060 | +7 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Legacy Wealth Management, LLC | History | No change | 6,256 | 243 | 0.01% | 0.01% | 1059 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 6,236 | 242 | 0.1% | — | 1063 | +6,236 | New | Q1 2026 | Apr 20, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 6,253 | 242 | 0.04% | 0.04% | 1062 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 6,205 | 241 | 0.05% | 0.05% | 1064 | +1,090 | 21.31% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 6,178 | 240 | 0.06% | 0.08% | 1065 | -1,528 | -19.83% | Q1 2026 | Apr 30, 2026 |
| Optivise Advisory Services LLC | History | No change | 6,197 | 240 | 0.15% | 0.14% | 1066 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Black Diamond Financial, LLC | History | No change | 6,175 | 239 | 0.03% | 0.03% | 1067 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Accel Wealth Management | History | Added to | 6,149 | 238 | 0.06% | 0.07% | 1068 | +2 | 0.03% | Q1 2026 | Apr 08, 2026 |
| CWS Financial Advisors, LLC | History | New | 6,123 | 237 | 0.06% | — | 1069 | +6,123 | New | Q1 2026 | Apr 27, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 6,110 | 237 | 0.22% | — | 1070 | +6,110 | New | Q1 2026 | May 05, 2026 |
| SpringVest Wealth Management LLC | History | No change | 6,068 | 235 | 0.16% | 0.17% | 1071 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Powerhouse Assets LLC | History | Reduced | 5,997 | 233 | 0.2% | 0.21% | 1073 | -38 | -0.63% | Q1 2026 | Apr 28, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 6,000 | 233 | 0.0% | 0.0% | 1072 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ryan Investment Management, Inc. | History | No change | 6,009 | 233 | 0.13% | 0.13% | 1074 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 5,917 | 229 | 0.0% | 0.0% | 1075 | +15 | 0.25% | Q1 2026 | May 12, 2026 |
| BURNEY CO/ | History | New | 5,885 | 228 | 0.01% | — | 1076 | +5,885 | New | Q1 2026 | Apr 29, 2026 |
| Herold Advisors, Inc. | History | New | 5,853 | 227 | 0.05% | — | 1077 | +5,853 | New | Q1 2026 | May 14, 2026 |
| Hills Bank & Trust Co | History | Reduced | 5,841 | 226 | 0.01% | 0.02% | 1078 | -1,335 | -18.6% | Q1 2026 | May 01, 2026 |
| Petix & Botte Co | History | No change | 5,748 | 223 | 0.05% | 0.05% | 1079 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Roan Capital Partners | History | New | 5,724 | 222 | 0.21% | — | 1081 | +5,724 | New | Q1 2026 | Apr 15, 2026 |
| Permanent Capital Management, LP | History | No change | 5,250 | 222 | 0.03% | 0.04% | 1080 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 5,711 | 221 | 0.03% | 0.03% | 1082 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 5,681 | 220 | 0.0% | 0.0% | 1084 | -49 | -0.86% | Q1 2026 | Apr 20, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 5,663 | 220 | 0.02% | 0.02% | 1083 | +14 | 0.25% | Q1 2026 | Apr 16, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 5,622 | 218 | 0.1% | 0.1% | 1087 | +14 | 0.25% | Q1 2026 | May 12, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 5,508 | 218 | 0.46% | 0.46% | 1085 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 5,623 | 218 | 0.01% | 0.01% | 1086 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Operose Advisors LLC | History | Added to | 5,584 | 216 | 0.05% | 0.05% | 1089 | +14 | 0.25% | Q1 2026 | May 12, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 5,569 | 216 | 0.03% | 0.03% | 1088 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 5,502 | 214 | 0.04% | 0.04% | 1090 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | No change | 5,516 | 214 | 0.01% | 0.01% | 1091 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Catawba River Capital | History | Added to | 5,446 | 213 | 0.1% | 0.09% | 1093 | +116 | 2.18% | Q1 2026 | May 11, 2026 |
| Flagship Private Wealth, LLC | History | No change | 5,500 | 213 | 0.09% | 0.09% | 1092 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Slagle Financial, LLC | History | Added to | 5,478 | 212 | 0.07% | 0.08% | 1094 | +13 | 0.24% | Q1 2026 | May 01, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 5,461 | 212 | 0.09% | 0.09% | 1095 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vann Equity Management LLC | History | New | 5,454 | 211 | 0.15% | — | 1097 | +5,454 | New | Q1 2026 | May 08, 2026 |
| RiverFront Investment Group, LLC | History | No change | 5,446 | 211 | 0.0% | 0.0% | 1096 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 5,411 | 210 | 0.03% | 0.04% | 1099 | -250 | -4.42% | Q1 2026 | Apr 17, 2026 |
| Opus Capital Group, LLC | History | No change | 5,395 | 210 | 0.02% | 0.02% | 1098 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CWC Advisors, LLC. | History | No change | 5,347 | 207 | 0.1% | 0.1% | 1100 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Gilbert & Cook, Inc. | History | New | 5,325 | 206 | 0.03% | — | 1101 | +5,325 | New | Q1 2026 | May 05, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | No change | 5,250 | 204 | 0.02% | 0.02% | 1102 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 5,249 | 203 | 0.0% | — | 1103 | +5,249 | New | Q1 2026 | May 07, 2026 |
| Ridgewood Investments LLC | History | New | 5,213 | 202 | 0.08% | — | 1106 | +5,213 | New | Q1 2026 | Apr 03, 2026 |
| Spire Wealth Management | History | Added to | 5,204 | 202 | 0.01% | 0.0% | 1105 | +3,989 | 328.31% | Q1 2026 | Apr 22, 2026 |
| MBL Wealth, LLC | History | No change | 5,200 | 202 | 0.02% | 0.02% | 1104 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PCM Encore, LLC | History | Reduced | 5,190 | 201 | 0.04% | 0.06% | 1107 | -1,735 | -25.05% | Q1 2026 | May 12, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,167 | 200 | 0.01% | 0.01% | 1108 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | Added to | 4,955 | 192 | 0.04% | 0.0% | 1109 | +4,647 | 1508.77% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,734 | 183 | 0.02% | 0.04% | 1110 | -5,549 | -53.96% | Q1 2026 | Apr 28, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 4,492 | 174 | 0.03% | 0.03% | 1111 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Frankly Finances, LLC | History | Reduced | 4,460 | 173 | 0.16% | 0.36% | 1113 | -5,200 | -53.83% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,380 | 173 | 0.0% | 0.0% | 1112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,034 | 156 | 0.01% | 0.01% | 1114 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| New Millennium Group LLC | History | No change | 3,893 | 154 | 0.07% | 0.07% | 1115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Advisors / MI | History | New | 3,872 | 150 | 0.01% | — | 1117 | +3,872 | New | Q1 2026 | May 18, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 3,879 | 150 | 0.03% | 0.03% | 1116 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CoreFirst Bank & Trust | History | No change | 3,680 | 145 | 0.08% | 0.08% | 1118 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | No change | 3,728 | 144 | 0.0% | 0.0% | 1119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Investors Portfolio Services LLC | History | Added to | 3,581 | 139 | 0.13% | 0.13% | 1120 | +9 | 0.25% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 3,485 | 135 | 0.04% | 0.04% | 1121 | -120 | -3.33% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | No change | 3,490 | 135 | 0.03% | 0.03% | 1122 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3,425 | 133 | 0.02% | 0.01% | 1125 | +1,880 | 121.68% | Q1 2026 | Apr 29, 2026 |
| REAP Financial Group, LLC | History | Added to | 3,443 | 133 | 0.03% | 0.03% | 1124 | +9 | 0.26% | Q1 2026 | May 11, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 3,439 | 133 | 0.06% | 0.05% | 1123 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 3,327 | 129 | 0.03% | — | 1127 | +3,327 | New | Q1 2026 | Apr 29, 2026 |
| Joseph Group Capital Management | History | New | 3,325 | 129 | 0.03% | — | 1128 | +3,325 | New | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,333 | 129 | 0.03% | 0.03% | 1126 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 3,248 | 126 | 0.02% | 0.02% | 1129 | -678 | -17.27% | Q1 2026 | Apr 08, 2026 |
| TFC Financial Management, Inc. | History | No change | 3,137 | 121 | 0.01% | 0.02% | 1130 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 3,087 | 119 | 0.1% | 0.06% | 1131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,000 | 116 | 0.0% | 0.0% | 1132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 3,000 | 116 | 0.05% | 0.05% | 1133 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,855 | 110 | 0.04% | 0.04% | 1134 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,654 | 103 | 0.0% | 0.0% | 1135 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,637 | 102 | 0.01% | 0.01% | 1136 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,600 | 101 | 0.0% | 0.0% | 1137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,588 | 101 | 0.0% | 0.0% | 1138 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Magnolia Wealth Management, LLC | History | New | 2,516 | 97 | 0.06% | — | 1139 | +2,516 | New | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,311 | 89 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,225 | 88 | 0.06% | 0.06% | 1141 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| BFSG, LLC | History | No change | 2,164 | 84 | 0.01% | 0.01% | 1142 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Investors Research Corp | History | Reduced | 2,155 | 83 | 0.02% | 0.02% | 1143 | -980 | -31.26% | Q1 2026 | Apr 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,998 | 79 | 0.02% | 0.02% | 1144 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HOWE & RUSLING INC | History | No change | 1,907 | 74 | 0.0% | 0.0% | 1145 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Copia Wealth Management | History | Reduced | 1,737 | 67 | 0.05% | 0.05% | 1147 | -173 | -9.06% | Q1 2026 | May 04, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 1,738 | 67 | 0.03% | 0.03% | 1146 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,616 | 63 | 0.02% | 0.02% | 1148 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,567 | 60 | 0.0% | 0.0% | 1149 | +1,500 | 2238.81% | Q1 2026 | May 08, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,497 | 58 | 0.02% | 0.02% | 1150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 1,425 | 55 | 0.04% | 0.03% | 1151 | +400 | 39.02% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 1,433 | 55 | 0.01% | 0.01% | 1152 | -50 | -3.37% | Q1 2026 | Apr 03, 2026 |
| Ancora Advisors LLC | History | No change | 1,401 | 54 | 0.0% | 0.0% | 1153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hurley Capital, LLC | History | New | 1,268 | 49 | 0.03% | — | 1154 | +1,268 | New | Q1 2026 | May 06, 2026 |
| CGC Financial Services, LLC | History | No change | 1,070 | 41 | 0.01% | 0.01% | 1155 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEST PACES ADVISORS INC. | History | New | 1,025 | 39 | 0.01% | — | 1158 | +1,025 | New | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,018 | 39 | 0.0% | — | 1157 | +1,018 | New | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | No change | 1,007 | 39 | 0.01% | 0.01% | 1156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,000 | 38 | 0.0% | — | 1160 | +1,000 | New | Q1 2026 | Apr 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,000 | 38 | 0.0% | 0.0% | 1159 | -388 | -27.95% | Q1 2026 | Apr 13, 2026 |
| Team Financial Group, LLC | History | No change | 975 | 37 | 0.02% | 0.02% | 1161 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Longview Financial Advisors, Inc. | History | New | 887 | 34 | 0.02% | — | 1162 | +887 | New | Q1 2026 | Apr 20, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 843 | 32 | 0.02% | — | 1164 | +843 | New | Q1 2026 | May 08, 2026 |
| BankPlus Trust Department | History | No change | 836 | 32 | 0.01% | 0.01% | 1163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 805 | 31 | 0.01% | 0.01% | 1165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 820 | 31 | 0.01% | 0.01% | 1166 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 740 | 29 | 0.0% | 0.0% | 1167 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Evensky & Katz LLC | History | Added to | 654 | 25 | 0.0% | 0.0% | 1168 | +1 | 0.15% | Q1 2026 | Apr 22, 2026 |
| JNBA Financial Advisors | History | Reduced | 628 | 24 | 0.0% | 0.01% | 1170 | -1,735 | -73.42% | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 608 | 24 | 0.01% | 0.01% | 1169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Biltmore Family Office, LLC | History | No change | 629 | 24 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | New | 554 | 21 | 0.0% | — | 1172 | +554 | New | Q1 2026 | May 08, 2026 |
| Parvin Asset Management, LLC | History | No change | 500 | 19 | 0.01% | 0.02% | 1173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 471 | 18 | 0.01% | 0.01% | 1175 | -76 | -13.89% | Q1 2026 | Apr 24, 2026 |
| Winch Advisory Services, LLC | History | Added to | 476 | 18 | 0.0% | 0.0% | 1174 | +2 | 0.42% | Q1 2026 | Apr 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 358 | 13 | 0.01% | 0.01% | 1176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 311 | 12 | 0.0% | — | 1179 | +311 | New | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 310 | 12 | 0.0% | 0.0% | 1177 | +1 | 0.32% | Q1 2026 | May 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 334 | 12 | 0.01% | 0.01% | 1178 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Quent Capital, LLC | History | Reduced | 264 | 10 | 0.0% | 0.01% | 1180 | -1,671 | -86.36% | Q1 2026 | Apr 28, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 264 | 10 | 0.0% | — | 1182 | +264 | New | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 274 | 10 | 0.01% | 0.01% | 1181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pacific Center for Financial Services | History | New | 246 | 9 | 0.0% | — | 1184 | +246 | New | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 242 | 9 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Nemes Rush Group LLC | History | New | 226 | 8 | 0.0% | — | 1187 | +226 | New | Q1 2026 | Apr 21, 2026 |
| Family Manage LLC | History | New | 216 | 8 | 0.0% | — | 1186 | +216 | New | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 207 | 8 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 169 | 6 | 0.01% | 0.01% | 1188 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 151 | 5 | 0.0% | 0.0% | 1189 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Key Capital Management, INC | History | Added to | 128 | 4 | 0.0% | 0.0% | 1190 | +4 | 3.23% | Q1 2026 | May 07, 2026 |
| Truvestments Capital LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -696,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 7.3% | — | -293,543 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -276,967 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 5.32% | — | -162,753 | -100.0% | Q1 2026 | May 20, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -135,251 | -100.0% | Q1 2026 | May 14, 2026 |
| McGrath & Associates, Inc. | History | Closed out | 0 | 0 | — | 6.45% | — | -114,723 | -100.0% | Q1 2026 | Apr 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -94,836 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -84,002 | -100.0% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -69,303 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,113 | -100.0% | Q1 2026 | May 15, 2026 |
| Solutions 4 Wealth, Ltd | History | Closed out | 0 | 0 | — | 1.65% | — | -27,550 | -100.0% | Q1 2026 | May 05, 2026 |
| Pitcairn Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -22,603 | -100.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -18,231 | -100.0% | Q1 2026 | May 15, 2026 |
| ROGCO, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -12,760 | -100.0% | Q1 2026 | May 04, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -11,718 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,624 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Coquina Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -10,316 | -100.0% | Q1 2026 | May 05, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,692 | -100.0% | Q1 2026 | May 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,414 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,395 | -100.0% | Q1 2026 | May 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,143 | -100.0% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -7,509 | -100.0% | Q1 2026 | Apr 24, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,872 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Silver Lake Advisory, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,284 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,229 | -100.0% | Q1 2026 | May 15, 2026 |
| Envision Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,077 | -100.0% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,069 | -100.0% | Q1 2026 | May 14, 2026 |
| Clarus Wealth Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -4,988 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,886 | -100.0% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,363 | -100.0% | Q1 2026 | May 01, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,964 | -100.0% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -2,289 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,806 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,501 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -951 | -100.0% | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -851 | -100.0% | Q1 2026 | May 14, 2026 |
| Spurstone Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -252 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |