Dimensional ETF Trust - DFAS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 26,230,978 | 1,865,809 | 1.27% | 1.24% | 1 | +1,395,277 | 5.62% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,193,715 | 653,948 | 0.09% | 0.07% | 2 | +1,090,765 | 13.46% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,618,892 | 470,801 | 0.03% | 0.03% | 3 | -12,986 | -0.2% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 5,900,990 | 419,737 | 18.89% | 19.11% | 4 | +56,393 | 0.96% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 3,447,394 | 249,871 | 0.28% | 0.28% | 5 | -69,649 | -1.98% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 3,197,949 | 227,470 | 3.26% | 3.48% | 6 | +93,535 | 3.01% | Q1 2026 | Apr 10, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,595,074 | 184,587 | 9.8% | 9.82% | 7 | +39,237 | 1.54% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,722,783 | 122,541 | 0.03% | 0.03% | 8 | +170,333 | 10.97% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,586,355 | 112,837 | 5.22% | 4.82% | 9 | +231,179 | 17.06% | Q1 2026 | Apr 24, 2026 |
| Midwest Trust Co | History | Reduced | 1,376,605 | 97,917 | 1.22% | 1.2% | 10 | -8,339 | -0.6% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,358,745 | 96,647 | 0.14% | 0.12% | 11 | +239,764 | 21.43% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Reduced | 1,270,271 | 94,177 | 2.68% | 2.75% | 12 | -36,233 | -2.77% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 1,257,727 | 87,625 | 1.72% | 1.72% | 13 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,223,939 | 87,060 | 0.02% | 0.01% | 14 | +57,340 | 4.92% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,212,428 | 86,239 | 0.03% | 0.02% | 15 | +191,382 | 18.74% | Q1 2026 | May 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,211,136 | 86,148 | 4.62% | 4.37% | 16 | +48,734 | 4.19% | Q1 2026 | Apr 08, 2026 |
| Premier Financial Group | History | Reduced | 1,182,493 | 85,263 | 14.52% | 21.59% | 17 | -426 | -0.04% | Q1 2026 | May 05, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 1,141,204 | 81,173 | 5.99% | 5.64% | 18 | -13,747 | -1.19% | Q1 2026 | May 07, 2026 |
| Great Waters Wealth Management | History | Added to | 1,096,574 | 77,999 | 8.25% | 8.04% | 19 | +46,988 | 4.48% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Reduced | 1,092,969 | 77,742 | 0.38% | 0.47% | 20 | -96,325 | -8.1% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,092,163 | 77,685 | 0.52% | 0.55% | 21 | -37,906 | -3.35% | Q1 2026 | May 07, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,043,799 | 74,245 | 2.88% | 2.91% | 22 | +36,903 | 3.67% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,027,570 | 73,091 | 0.02% | 0.02% | 23 | +114,782 | 12.57% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,013,956 | 72,122 | 0.01% | 0.01% | 24 | +94,852 | 10.32% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 996,253 | 70,863 | 0.08% | 0.08% | 25 | -2,949 | -0.3% | Q1 2026 | May 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 970,443 | 69,027 | 7.42% | 7.6% | 26 | +3,827 | 0.4% | Q1 2026 | Apr 14, 2026 |
| Sageworth Trust Co | History | Reduced | 967,803 | 68,839 | 2.96% | 2.89% | 27 | -539 | -0.06% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 940,007 | 66,717 | 0.67% | 0.72% | 28 | +100,473 | 11.97% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 894,689 | 63,639 | 0.02% | 0.02% | 29 | +5,688 | 0.64% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 854,566 | 60,785 | 0.24% | 0.16% | 30 | +277,089 | 47.98% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 790,065 | 56,197 | 0.09% | 0.07% | 31 | +71,129 | 9.89% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 754,654 | 53,678 | 0.29% | 0.23% | 32 | +122,479 | 19.37% | Q1 2026 | Apr 15, 2026 |
| Wealth Management Nebraska | History | Added to | 750,357 | 53,372 | 5.41% | 5.61% | 33 | +46,081 | 6.54% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 750,183 | 53,360 | 0.83% | 0.75% | 34 | +131,623 | 21.28% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 681,445 | 52,471 | 1.17% | 1.23% | 35 | +13,845 | 2.07% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 735,546 | 52,319 | 5.64% | 5.57% | 36 | +154 | 0.02% | Q1 2026 | Apr 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 735,416 | 52,310 | 1.42% | 1.36% | 37 | -25,050 | -3.29% | Q1 2026 | Apr 13, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 711,896 | 50,637 | 10.43% | 10.35% | 38 | -9,510 | -1.32% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 677,210 | 48,169 | 0.24% | 0.11% | 39 | +367,895 | 118.94% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 672,914 | 47,864 | 0.07% | 0.06% | 40 | +18,770 | 2.87% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 646,339 | 45,973 | 0.05% | 0.06% | 41 | -30,221 | -4.47% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 640,069 | 45,528 | 0.05% | 0.05% | 42 | +39,367 | 6.55% | Q1 2026 | May 13, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 630,096 | 44,818 | 8.06% | 8.37% | 43 | -10,826 | -1.69% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 594,714 | 42,290 | 0.06% | 0.06% | 44 | -3,807 | -0.64% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 591,800 | 42,094 | 0.06% | 0.04% | 45 | +121,090 | 25.72% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 568,932 | 40,468 | 0.06% | 0.06% | 46 | +21,363 | 3.9% | Q1 2026 | May 15, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Reduced | 557,492 | 39,654 | 17.8% | 17.35% | 47 | -4,113 | -0.73% | Q1 2026 | Apr 15, 2026 |
| Elser Financial Planning, Inc | History | Added to | 555,668 | 39,393 | 1.91% | 0.98% | 48 | +536,201 | 2754.41% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 547,711 | 38,158 | 1.85% | 1.8% | 49 | -776 | -0.14% | Q1 2026 | Apr 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 529,498 | 37,663 | 2.56% | 2.66% | 50 | -25,588 | -4.61% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 507,238 | 36,079 | 0.43% | 0.42% | 51 | -10,984 | -2.12% | Q1 2026 | May 06, 2026 |
| KWMG, LLC | History | Added to | 494,697 | 35,187 | 2.94% | 2.9% | 52 | +12,049 | 2.5% | Q1 2026 | Apr 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 491,168 | 34,936 | 0.02% | 0.03% | 53 | -95,836 | -16.33% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 482,231 | 34,301 | 0.07% | 0.07% | 54 | -45,283 | -8.58% | Q1 2026 | May 01, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 480,193 | 34,156 | 8.13% | 7.65% | 55 | +31,427 | 7.0% | Q1 2026 | Apr 22, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 462,691 | 32,911 | 5.41% | 5.41% | 56 | -10,223 | -2.16% | Q1 2026 | Apr 29, 2026 |
| Richard Young Associates, Ltd. | History | Added to | 460,429 | 32,750 | 24.87% | 24.8% | 57 | +4,640 | 1.02% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 452,530 | 32,189 | 0.05% | 0.04% | 58 | +29,586 | 7.0% | Q1 2026 | May 15, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 440,957 | 31,365 | 4.75% | 4.7% | 59 | -2,094 | -0.47% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 434,306 | 30,892 | 13.2% | 12.91% | 60 | +7,181 | 1.68% | Q1 2026 | May 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 434,221 | 30,886 | 2.24% | 2.09% | 61 | -30,993 | -6.66% | Q1 2026 | Apr 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 429,834 | 30,574 | 0.17% | 0.18% | 62 | -23,002 | -5.08% | Q1 2026 | Apr 30, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 427,711 | 30,423 | 10.86% | 10.64% | 63 | +2,659 | 0.63% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 423,555 | 30,127 | 6.49% | 6.37% | 64 | +7,925 | 1.91% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 422,592 | 30,058 | 3.75% | 4.04% | 65 | -1,907 | -0.45% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 391,609 | 27,855 | 0.05% | 0.0% | 66 | +390,542 | 36601.87% | Q1 2026 | May 01, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 389,339 | 27,693 | 2.68% | 2.84% | 67 | -19,532 | -4.78% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 386,291 | 27,477 | 0.07% | 0.06% | 68 | +80,598 | 26.37% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 393,518 | 27,416 | 0.11% | 0.11% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 381,467 | 27,282 | 0.26% | 0.24% | 70 | +61,525 | 19.23% | Q1 2026 | Apr 07, 2026 |
| Apella Capital, LLC | History | Added to | 351,534 | 27,071 | 0.4% | 0.1% | 71 | +277,781 | 376.64% | Q1 2026 | Apr 20, 2026 |
| M Holdings Securities, Inc. | History | Added to | 369,038 | 26,931 | 1.82% | 1.54% | 72 | +60,180 | 19.48% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 362,073 | 25,754 | 0.04% | 0.05% | 73 | +6,169 | 1.73% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 359,782 | 25,591 | 0.31% | 0.32% | 74 | +1,127 | 0.31% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 359,241 | 25,552 | 0.14% | 0.16% | 75 | +29,747 | 9.03% | Q1 2026 | May 15, 2026 |
| Divergent Planning, LLC | History | No change | 361,021 | 25,412 | 6.49% | 6.49% | 76 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 352,761 | 25,091 | 3.96% | 3.82% | 77 | +278 | 0.08% | Q1 2026 | Apr 13, 2026 |
| Disciplined Equity Management, Inc. | History | Reduced | 349,566 | 24,864 | 12.49% | 12.64% | 78 | -666 | -0.19% | Q1 2026 | Apr 28, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 346,808 | 24,668 | 7.52% | 7.5% | 79 | +17,018 | 5.16% | Q1 2026 | Apr 29, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 340,536 | 24,222 | 7.35% | 7.48% | 80 | +2,064 | 0.61% | Q1 2026 | Apr 23, 2026 |
| Tillman Hartley LLC | History | Added to | 336,164 | 23,911 | 6.0% | 5.75% | 81 | +7,425 | 2.26% | Q1 2026 | May 08, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 311,179 | 23,070 | 2.08% | 2.08% | 82 | +7,576 | 2.5% | Q1 2026 | Apr 29, 2026 |
| Foster Group, Inc. | History | Reduced | 323,858 | 23,036 | 0.69% | 0.7% | 83 | -8,323 | -2.51% | Q1 2026 | Apr 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 318,367 | 22,645 | 7.56% | 7.04% | 84 | +29,180 | 10.09% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 317,343 | 22,572 | 0.39% | 0.4% | 85 | -6,357 | -1.96% | Q1 2026 | May 04, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 315,604 | 22,448 | 4.87% | 4.8% | 86 | -3,205 | -1.01% | Q1 2026 | Apr 14, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 308,886 | 21,971 | 6.59% | 6.51% | 87 | +5,220 | 1.72% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 308,289 | 21,572 | 0.01% | 0.01% | 88 | +86,584 | 39.05% | Q1 2026 | May 15, 2026 |
| Planning Center, Inc. | History | Reduced | 300,467 | 21,372 | 2.17% | 2.23% | 89 | -12,679 | -4.05% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 299,464 | 21,300 | 0.0% | 0.0% | 90 | +34,248 | 12.91% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 296,765 | 21,108 | 0.58% | 0.5% | 91 | +31,803 | 12.0% | Q1 2026 | May 14, 2026 |
| Forum Private Client Group LLC | History | Added to | 295,456 | 21,018 | 7.0% | 6.85% | 92 | +6,806 | 2.36% | Q1 2026 | May 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 292,372 | 20,796 | 11.21% | 11.4% | 93 | +4,029 | 1.4% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 292,340 | 20,794 | 0.43% | 0.41% | 94 | -4,756 | -1.6% | Q1 2026 | May 15, 2026 |
| Timonier Family Office, LTD. | History | No change | 296,472 | 20,655 | 6.56% | 6.56% | 95 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 289,825 | 20,615 | 12.05% | 11.99% | 96 | +4,488 | 1.57% | Q1 2026 | May 07, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 288,879 | 20,547 | 5.04% | 5.49% | 97 | +21,035 | 7.85% | Q1 2026 | Apr 13, 2026 |
| MASECO LLP | History | Reduced | 287,640 | 20,452 | 0.64% | 0.91% | 98 | -10,871 | -3.64% | Q1 2026 | Apr 21, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 284,662 | 20,248 | 4.92% | 4.67% | 99 | +4,448 | 1.59% | Q1 2026 | May 13, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 283,492 | 20,164 | 3.82% | 3.78% | 100 | -2,544 | -0.89% | Q1 2026 | Apr 09, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 283,357 | 20,155 | 1.92% | 1.89% | 101 | +1,798 | 0.64% | Q1 2026 | May 13, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 277,769 | 19,757 | 9.46% | 9.51% | 102 | +8,244 | 3.06% | Q1 2026 | Apr 09, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 271,257 | 19,294 | 10.48% | 11.21% | 103 | +5,411 | 2.04% | Q1 2026 | Apr 21, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 269,821 | 19,192 | 1.82% | 1.8% | 104 | +6,416 | 2.44% | Q1 2026 | May 13, 2026 |
| WPWealth LLP | History | Added to | 261,039 | 18,567 | 2.84% | 2.65% | 105 | +18,268 | 7.52% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 258,255 | 18,369 | 0.95% | 1.06% | 106 | -26,864 | -9.42% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 258,237 | 18,368 | 0.02% | 0.01% | 107 | +24,635 | 10.55% | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 257,652 | 18,326 | 0.35% | 0.36% | 108 | -15,728 | -5.75% | Q1 2026 | May 01, 2026 |
| McLean Asset Management Corp | History | Reduced | 257,550 | 18,319 | 3.21% | 3.49% | 109 | -5,613 | -2.13% | Q1 2026 | Apr 22, 2026 |
| EnRich Financial Partners LLC | History | Added to | 256,639 | 18,254 | 4.84% | 4.83% | 110 | +2,530 | 1.0% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 302,773 | 17,952 | 0.04% | 0.04% | 111 | -94,224 | -23.73% | Q1 2026 | Apr 08, 2026 |
| LRI Investments, LLC | History | Added to | 252,204 | 17,939 | 1.59% | 1.39% | 112 | +5,168 | 2.09% | Q1 2026 | Apr 30, 2026 |
| Lutz Financial Services LLC | History | Added to | 238,821 | 16,987 | 1.14% | 1.12% | 113 | +1,620 | 0.68% | Q1 2026 | May 04, 2026 |
| Factor Wealth Management LTD | History | Reduced | 238,166 | 16,940 | 3.19% | 3.83% | 114 | -16,192 | -6.37% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 236,352 | 16,811 | 0.16% | 0.16% | 115 | +6,848 | 2.98% | Q1 2026 | May 08, 2026 |
| New Hampshire Trust | History | Reduced | 233,931 | 16,639 | 3.36% | 3.22% | 116 | -3,425 | -1.44% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 233,375 | 16,600 | 0.13% | 0.13% | 117 | +19,457 | 9.1% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 239,089 | 16,542 | 0.0% | 0.0% | 118 | +22,368 | 10.32% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 230,524 | 16,397 | 0.07% | 0.05% | 119 | +65,193 | 39.43% | Q1 2026 | May 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 230,115 | 16,368 | 3.98% | 3.82% | 120 | +2,557 | 1.12% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 224,688 | 15,982 | 0.25% | 0.23% | 121 | +62,582 | 38.61% | Q1 2026 | May 15, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 222,311 | 15,812 | 12.65% | 12.78% | 122 | +1,136 | 0.51% | Q1 2026 | May 04, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 219,207 | 15,592 | 2.06% | 1.96% | 123 | +9,967 | 4.76% | Q1 2026 | Apr 21, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 218,652 | 15,552 | 0.96% | 0.88% | 124 | +10,072 | 4.83% | Q1 2026 | Apr 29, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 216,261 | 15,382 | 3.81% | 3.81% | 125 | -4,498 | -2.04% | Q1 2026 | Apr 17, 2026 |
| West Financial Advisors, LLC | History | Added to | 213,380 | 15,177 | 2.58% | 2.49% | 126 | +1,359 | 0.64% | Q1 2026 | Apr 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 208,517 | 14,831 | 0.03% | 0.03% | 127 | +8,232 | 4.11% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 205,699 | 14,631 | 0.46% | 0.45% | 128 | +2,590 | 1.28% | Q1 2026 | Apr 08, 2026 |
| BlackRock, Inc. | History | Added to | 204,147 | 14,520 | 0.0% | 0.0% | 129 | +116,946 | 134.11% | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 185,342 | 14,178 | 0.84% | 0.86% | 130 | +8,946 | 5.07% | Q1 2026 | May 14, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 197,841 | 14,072 | 4.52% | 4.53% | 131 | +9,312 | 4.94% | Q1 2026 | Apr 15, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 189,204 | 13,458 | 9.07% | 8.55% | 132 | +16,156 | 9.34% | Q1 2026 | Apr 13, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 188,244 | 13,389 | 2.45% | 2.35% | 133 | +3,605 | 1.95% | Q1 2026 | May 06, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 186,662 | 13,277 | 1.2% | 1.01% | 134 | +26,104 | 16.26% | Q1 2026 | May 04, 2026 |
| B&D White Capital Company, LLC | History | Added to | 186,312 | 13,252 | 1.64% | 1.26% | 135 | +29,927 | 19.14% | Q1 2026 | May 13, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 185,419 | 13,188 | 3.62% | 3.63% | 136 | +2,711 | 1.48% | Q1 2026 | May 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 185,127 | 13,168 | 1.15% | 1.13% | 137 | -1,323 | -0.71% | Q1 2026 | May 12, 2026 |
| CONNABLE OFFICE INC | History | New | 183,113 | 13,024 | 1.28% | — | 138 | +183,113 | New | Q1 2026 | Apr 29, 2026 |
| Syverson Strege & Co | History | Added to | 180,686 | 12,852 | 3.09% | 2.9% | 139 | +4,860 | 2.76% | Q1 2026 | May 04, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 179,512 | 12,768 | 3.64% | 3.39% | 140 | +5,760 | 3.32% | Q1 2026 | Apr 07, 2026 |
| American Investment Services, Inc. | History | Reduced | 179,294 | 12,753 | 2.84% | 2.94% | 141 | -2,696 | -1.48% | Q1 2026 | May 13, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 177,577 | 12,631 | 1.99% | 1.93% | 142 | +3,155 | 1.81% | Q1 2026 | Apr 21, 2026 |
| Burk Holdings LLC | History | Added to | 177,180 | 12,602 | 5.4% | 5.57% | 143 | +9,409 | 5.61% | Q1 2026 | May 07, 2026 |
| First Bancorp, Inc /ME/ | History | New | 177,129 | 12,599 | 6.26% | — | 144 | +177,129 | New | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Added to | 175,343 | 12,540 | 0.21% | 0.22% | 145 | +97 | 0.06% | Q1 2026 | May 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 173,634 | 12,350 | 2.83% | 2.73% | 146 | +5,532 | 3.29% | Q1 2026 | May 04, 2026 |
| One Capital Management, LLC | History | Added to | 173,609 | 12,348 | 0.34% | 0.34% | 147 | +13,690 | 8.56% | Q1 2026 | May 12, 2026 |
| JGP Wealth Management, LLC | History | Added to | 171,502 | 12,198 | 1.27% | 1.13% | 148 | +15,428 | 9.89% | Q1 2026 | Apr 08, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 170,374 | 12,118 | 2.47% | 2.32% | 149 | -12,985 | -7.08% | Q1 2026 | Apr 08, 2026 |
| Invst, LLC | History | Reduced | 167,769 | 11,933 | 1.35% | 1.31% | 150 | -5,114 | -2.96% | Q1 2026 | May 13, 2026 |
| Mendota Financial Group, LLC | History | Added to | 166,919 | 11,872 | 8.8% | 8.41% | 151 | +965 | 0.58% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 164,578 | 11,706 | 0.03% | 0.03% | 152 | +14,979 | 10.01% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 168,970 | 11,691 | 0.42% | 0.46% | 153 | -3,048 | -1.77% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 163,998 | 11,665 | 0.01% | 0.0% | 154 | +74,997 | 84.27% | Q1 2026 | May 15, 2026 |
| Pioneer Wealth Management Group | History | Added to | 161,544 | 11,490 | 3.22% | 3.18% | 155 | +11,381 | 7.58% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 144,794 | 10,929 | 2.99% | 2.81% | 156 | +10,032 | 7.44% | Q1 2026 | Apr 17, 2026 |
| MORGAN STANLEY | History | Reduced | 152,475 | 10,845 | 0.0% | 0.0% | 157 | -5,954 | -3.76% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 151,163 | 10,752 | 0.1% | 0.03% | 158 | +114,700 | 314.57% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 151,148 | 10,751 | 0.06% | 0.06% | 159 | +3,157 | 2.13% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 150,899 | 10,733 | 1.02% | 0.88% | 160 | +15,878 | 11.76% | Q1 2026 | Apr 17, 2026 |
| WorthPointe, LLC | History | Reduced | 149,800 | 10,655 | 2.89% | 2.83% | 161 | -4,894 | -3.16% | Q1 2026 | May 12, 2026 |
| Wealth Management Partners, LLC | History | Added to | 148,155 | 10,538 | 3.01% | 2.75% | 162 | +10,130 | 7.34% | Q1 2026 | Apr 17, 2026 |
| DRAVO BAY LLC | History | Added to | 148,011 | 10,528 | 4.28% | 4.12% | 163 | +5,833 | 4.1% | Q1 2026 | May 07, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 136,544 | 10,493 | 6.17% | 6.57% | 164 | -3,991 | -2.84% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 146,454 | 10,417 | 0.02% | 0.01% | 165 | +9,116 | 6.64% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Reduced | 145,885 | 10,376 | 0.15% | 0.13% | 166 | -2,677 | -1.8% | Q1 2026 | Apr 23, 2026 |
| Envision Financial Planning, LLC | History | Added to | 144,622 | 10,287 | 3.72% | 3.77% | 167 | +1,560 | 1.09% | Q1 2026 | May 15, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 142,534 | 10,138 | 3.78% | 3.9% | 168 | -6,448 | -4.33% | Q1 2026 | Apr 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 141,955 | 10,097 | 0.77% | 0.91% | 169 | -18,357 | -11.45% | Q1 2026 | Apr 22, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 140,453 | 9,990 | 2.76% | 2.66% | 170 | +4,544 | 3.34% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 140,078 | 9,963 | 0.28% | 0.66% | 171 | -186,387 | -57.09% | Q1 2026 | May 13, 2026 |
| VeraBank, N.A. | History | Added to | 139,561 | 9,926 | 1.82% | 1.66% | 172 | +8,188 | 6.23% | Q1 2026 | May 11, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 138,605 | 9,858 | 8.77% | 8.73% | 173 | +4,977 | 3.72% | Q1 2026 | May 12, 2026 |
| Gemmer Asset Management LLC | History | Added to | 138,382 | 9,843 | 0.78% | 0.72% | 174 | +3,920 | 2.92% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Added to | 138,294 | 9,836 | 0.34% | 0.32% | 175 | +2,465 | 1.81% | Q1 2026 | Apr 22, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 135,602 | 9,645 | 4.21% | 4.12% | 176 | -4,377 | -3.13% | Q1 2026 | Apr 23, 2026 |
| Efficient Advisors, LLC | History | Reduced | 133,608 | 9,503 | 0.67% | 0.57% | 177 | -5,334 | -3.84% | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | Reduced | 133,362 | 9,486 | 0.75% | 0.75% | 178 | -3,163 | -2.32% | Q1 2026 | Apr 13, 2026 |
| GEM Asset Management, LLC | History | Added to | 132,834 | 9,448 | 4.17% | 3.98% | 179 | +8,952 | 7.23% | Q1 2026 | Apr 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 131,726 | 9,369 | 0.63% | 0.86% | 180 | -4,230 | -3.11% | Q1 2026 | May 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 131,644 | 9,363 | 0.6% | 0.59% | 181 | -310 | -0.23% | Q1 2026 | Apr 17, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 130,151 | 9,257 | 3.83% | 3.73% | 182 | +3,181 | 2.51% | Q1 2026 | Apr 17, 2026 |
| Waterfront Wealth Inc. | History | Added to | 129,928 | 9,241 | 1.7% | 1.76% | 183 | +5,680 | 4.57% | Q1 2026 | Apr 30, 2026 |
| Broadhurst Jeffrey B | History | Added to | 129,215 | 9,191 | 9.42% | 8.93% | 184 | +5,843 | 4.74% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 128,719 | 9,155 | 0.02% | 0.03% | 185 | -39,322 | -23.4% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 127,751 | 9,086 | 0.03% | 0.03% | 186 | +6,276 | 5.17% | Q1 2026 | Apr 30, 2026 |
| SB Capital Management Inc | History | No change | 129,672 | 9,034 | 3.31% | 3.31% | 187 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 125,358 | 8,916 | 1.21% | 1.31% | 188 | +54 | 0.04% | Q1 2026 | May 08, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 124,625 | 8,864 | 4.38% | 4.29% | 189 | +474 | 0.38% | Q1 2026 | Apr 30, 2026 |
| CURIO WEALTH, LLC | History | Added to | 124,050 | 8,823 | 3.02% | 2.93% | 190 | +8,061 | 6.95% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 123,092 | 8,755 | 0.23% | 0.22% | 191 | +10,581 | 9.4% | Q1 2026 | May 14, 2026 |
| Hardy Reed LLC | History | Added to | 123,006 | 8,749 | 0.64% | 0.6% | 192 | +1,545 | 1.27% | Q1 2026 | Apr 28, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 121,645 | 8,652 | 3.4% | 3.58% | 193 | -4,992 | -3.94% | Q1 2026 | Apr 17, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 118,168 | 8,405 | 1.61% | 1.67% | 194 | +172 | 0.15% | Q1 2026 | Apr 24, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 116,780 | 8,306 | 5.39% | 5.15% | 195 | +1,016 | 0.88% | Q1 2026 | May 06, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 116,589 | 8,289 | 3.9% | 4.21% | 196 | +6,592 | 5.99% | Q1 2026 | Apr 14, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 105,961 | 8,255 | 3.62% | 3.35% | 197 | +7,566 | 7.69% | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | Reduced | 114,934 | 8,175 | 0.23% | 0.23% | 198 | -548 | -0.47% | Q1 2026 | May 12, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 113,567 | 8,078 | 0.85% | 1.2% | 199 | +20,917 | 22.58% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 112,879 | 8,029 | 2.2% | 2.29% | 200 | -369 | -0.33% | Q1 2026 | May 13, 2026 |
| KPP Advisory Services LLC | History | Added to | 112,545 | 8,005 | 1.16% | 1.09% | 201 | +5,203 | 4.85% | Q1 2026 | Apr 24, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 109,426 | 7,783 | 2.0% | 1.89% | 202 | +5,982 | 5.78% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 109,400 | 7,781 | 0.04% | 0.04% | 203 | +1,578 | 1.46% | Q1 2026 | Apr 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 109,239 | 7,770 | 0.09% | — | 204 | +109,239 | New | Q1 2026 | May 15, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Reduced | 109,135 | 7,763 | 5.64% | 5.75% | 205 | -728 | -0.66% | Q1 2026 | Apr 17, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 108,545 | 7,720 | 3.96% | 4.1% | 206 | -2,061 | -1.86% | Q1 2026 | Apr 21, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 105,784 | 7,524 | 2.25% | 2.26% | 207 | -423 | -0.4% | Q1 2026 | Apr 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 105,144 | 7,478 | 0.6% | 0.71% | 208 | -19,700 | -15.78% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 104,737 | 7,449 | 0.14% | 0.14% | 209 | -5,399 | -4.9% | Q1 2026 | Apr 17, 2026 |
| Aegis Wealth Management LLC | History | Added to | 103,932 | 7,392 | 4.23% | 3.98% | 210 | +2,904 | 2.87% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 103,863 | 7,387 | 0.24% | 0.26% | 211 | -7,006 | -6.32% | Q1 2026 | May 15, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 103,859 | 7,387 | 2.93% | 2.92% | 212 | -2,599 | -2.44% | Q1 2026 | May 26, 2026 |
| Forza Wealth Management, LLC | History | Added to | 102,700 | 7,305 | 2.54% | 2.41% | 213 | +6,980 | 7.29% | Q1 2026 | Apr 30, 2026 |
| LAM GROUP, INC. | History | Reduced | 101,270 | 7,203 | 3.96% | 4.06% | 214 | -628 | -0.62% | Q1 2026 | Apr 22, 2026 |
| MBA Advisors LLC | History | Added to | 101,123 | 7,192 | 2.76% | 2.65% | 215 | +6,642 | 7.03% | Q1 2026 | Apr 20, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 100,116 | 7,121 | 4.26% | 3.72% | 216 | +10,319 | 11.49% | Q1 2026 | Apr 15, 2026 |
| Platform Technology Partners | History | Added to | 100,049 | 7,116 | 1.37% | 1.39% | 217 | +6,176 | 6.58% | Q1 2026 | Apr 27, 2026 |
| Kooman & Associates | History | Added to | 99,628 | 7,086 | 2.11% | 2.03% | 218 | +1,319 | 1.34% | Q1 2026 | Apr 21, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 99,256 | 7,060 | 4.76% | 4.74% | 219 | -65 | -0.07% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Added to | 97,668 | 6,947 | 0.24% | 0.23% | 220 | +9,015 | 10.17% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 96,361 | 6,854 | 0.01% | 0.01% | 221 | -12,449 | -11.44% | Q1 2026 | May 14, 2026 |
| Navigoe, LLC | History | Added to | 96,191 | 6,842 | 4.04% | 4.12% | 222 | +297 | 0.31% | Q1 2026 | May 01, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 94,211 | 6,701 | 2.25% | 2.06% | 223 | +9,908 | 11.75% | Q1 2026 | May 05, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 93,969 | 6,684 | 0.18% | 0.19% | 224 | -564 | -0.6% | Q1 2026 | May 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 93,796 | 6,671 | 0.05% | 0.05% | 225 | +5,560 | 6.3% | Q1 2026 | May 14, 2026 |
| Parker Financial LLC | History | Added to | 93,203 | 6,609 | 2.64% | 2.56% | 226 | +2,734 | 3.02% | Q1 2026 | Apr 21, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 93,075 | 6,484 | 0.59% | 0.68% | 227 | -2,819 | -2.94% | Q1 2026 | Apr 09, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 90,962 | 6,470 | 4.84% | 3.63% | 228 | -2,106 | -2.26% | Q1 2026 | Apr 14, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 90,461 | 6,434 | 3.5% | 3.37% | 229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 90,316 | 6,424 | 1.97% | 1.98% | 230 | -2,762 | -2.97% | Q1 2026 | May 11, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 92,130 | 6,418 | 3.59% | 3.59% | 231 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 90,005 | 6,402 | 0.22% | 0.27% | 232 | -26,414 | -22.69% | Q1 2026 | May 07, 2026 |
| Cordant, Inc. | History | Added to | 89,705 | 6,380 | 2.59% | 2.26% | 233 | +12,161 | 15.68% | Q1 2026 | Apr 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 86,959 | 6,185 | 1.39% | 1.49% | 234 | -5,967 | -6.42% | Q1 2026 | Apr 02, 2026 |
| Visionary Wealth Advisors | History | Reduced | 84,924 | 6,040 | 0.27% | 0.31% | 235 | -13,917 | -14.08% | Q1 2026 | May 13, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 84,903 | 6,039 | 0.46% | 0.36% | 236 | +8,614 | 11.29% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 82,822 | 5,891 | 4.67% | 4.68% | 237 | +570 | 0.69% | Q1 2026 | Apr 29, 2026 |
| Seneschal Advisors, LLC | History | Added to | 80,736 | 5,742 | 4.26% | 4.08% | 238 | +1,173 | 1.47% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 80,548 | 5,729 | 0.07% | 0.01% | 239 | +66,592 | 477.16% | Q1 2026 | Apr 20, 2026 |
| SMI Advisory Services, LLC | History | Added to | 77,905 | 5,623 | 0.93% | 0.47% | 240 | +40,935 | 110.72% | Q1 2026 | Apr 07, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 78,897 | 5,611 | 0.46% | 0.48% | 241 | +835 | 1.07% | Q1 2026 | May 05, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 76,523 | 5,443 | 2.17% | 2.16% | 242 | +690 | 0.91% | Q1 2026 | Apr 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 75,992 | 5,405 | 0.75% | 0.73% | 243 | +801 | 1.07% | Q1 2026 | Apr 24, 2026 |
| First Financial Group Corp | History | Added to | 75,835 | 5,394 | 4.4% | 4.26% | 244 | +3,926 | 5.46% | Q1 2026 | Apr 22, 2026 |
| Navigate Wealth Management, LLC | History | New | 69,984 | 5,378 | 3.78% | — | 246 | +69,984 | New | Q1 2026 | Apr 27, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 75,608 | 5,378 | 2.59% | 2.56% | 245 | +789 | 1.05% | Q1 2026 | May 08, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 74,847 | 5,323 | 2.35% | 2.24% | 247 | +2,950 | 4.1% | Q1 2026 | Apr 06, 2026 |
| Frankly Finances, LLC | History | Added to | 73,891 | 5,255 | 4.76% | 4.87% | 248 | +240 | 0.33% | Q1 2026 | Apr 29, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 72,535 | 5,159 | 1.21% | 1.13% | 249 | +5,019 | 7.43% | Q1 2026 | May 07, 2026 |
| Well Done, LLC | History | Added to | 72,366 | 5,147 | 0.76% | 0.64% | 250 | +11,222 | 18.35% | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 72,158 | 5,132 | 0.01% | 0.01% | 251 | +279 | 0.39% | Q1 2026 | May 15, 2026 |
| Stadion Money Management, LLC | History | Reduced | 71,692 | 5,099 | 0.51% | 1.79% | 252 | -245,471 | -77.4% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 71,345 | 5,074 | 0.1% | 0.09% | 253 | +3,330 | 4.9% | Q1 2026 | May 12, 2026 |
| Napier Financial, LLC | History | Added to | 70,677 | 5,027 | 1.15% | 1.21% | 254 | +993 | 1.43% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 69,990 | 4,978 | 0.68% | 0.63% | 255 | +4,287 | 6.52% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 69,646 | 4,953 | 0.24% | 0.22% | 256 | +3,991 | 6.08% | Q1 2026 | May 05, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 67,999 | 4,836 | 0.8% | 0.82% | 257 | -75 | -0.11% | Q1 2026 | May 08, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 65,963 | 4,691 | 0.13% | 0.1% | 258 | +12,207 | 22.71% | Q1 2026 | May 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 65,940 | 4,690 | 1.77% | 1.76% | 259 | -152 | -0.23% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 65,345 | 4,647 | 0.0% | 0.0% | 260 | +5,333 | 8.89% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 65,254 | 4,641 | 0.03% | 0.02% | 261 | -2,647 | -3.9% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 65,176 | 4,635 | 0.12% | 0.12% | 262 | +11,349 | 21.08% | Q1 2026 | May 11, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 65,786 | 4,583 | 1.79% | 1.79% | 263 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 63,633 | 4,526 | 0.11% | 0.07% | 264 | +25,225 | 65.68% | Q1 2026 | May 15, 2026 |
| TME FINANCIAL, INC. | History | Added to | 63,324 | 4,504 | 3.12% | 3.07% | 265 | +503 | 0.8% | Q1 2026 | May 12, 2026 |
| DBK Financial Counsel, LLC | History | No change | 64,557 | 4,497 | 3.45% | 3.45% | 266 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 62,759 | 4,464 | 3.25% | 3.94% | 267 | +9,651 | 18.17% | Q1 2026 | Apr 23, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 62,710 | 4,460 | 1.85% | 1.79% | 268 | -2,234 | -3.44% | Q1 2026 | Apr 15, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 62,424 | 4,440 | 3.74% | 3.8% | 269 | +534 | 0.86% | Q1 2026 | Apr 21, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 62,168 | 4,422 | 1.89% | 1.91% | 270 | -2,111 | -3.28% | Q1 2026 | May 15, 2026 |
| Strategent Financial, LLC | History | Added to | 61,307 | 4,360 | 2.96% | 2.51% | 271 | +4,402 | 7.74% | Q1 2026 | Apr 20, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 61,084 | 4,344 | 4.09% | 3.92% | 272 | +2,881 | 4.95% | Q1 2026 | May 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 60,377 | 4,294 | 0.09% | 0.08% | 273 | +4,043 | 7.18% | Q1 2026 | Apr 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 60,372 | 4,294 | 1.51% | 1.54% | 274 | -329 | -0.54% | Q1 2026 | Apr 08, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 60,301 | 4,289 | 0.49% | 0.46% | 275 | +2,832 | 4.93% | Q1 2026 | May 01, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 58,839 | 4,185 | 0.8% | 0.76% | 276 | +1,100 | 1.91% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 58,767 | 4,180 | 0.02% | 0.03% | 277 | -10,149 | -14.73% | Q1 2026 | May 05, 2026 |
| CLG LLC | History | Added to | 58,575 | 4,166 | 1.03% | 0.97% | 278 | +2,375 | 4.23% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 58,253 | 4,143 | 0.08% | 0.08% | 279 | -128 | -0.22% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 58,192 | 4,139 | 0.07% | 0.11% | 280 | -4,472 | -7.14% | Q1 2026 | May 11, 2026 |
| BWM Planning, LLC | History | Reduced | 58,133 | 4,135 | 1.09% | 1.37% | 281 | -15,204 | -20.73% | Q1 2026 | Apr 21, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 57,507 | 4,090 | 0.62% | 0.61% | 282 | +579 | 1.02% | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 57,292 | 4,075 | 1.41% | 1.32% | 283 | +4,596 | 8.72% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 56,608 | 4,026 | 0.04% | 0.05% | 284 | -1,177 | -2.04% | Q1 2026 | Apr 20, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 56,436 | 4,014 | 0.41% | 0.4% | 285 | -90 | -0.16% | Q1 2026 | May 12, 2026 |
| Aspen Wealth Management LLC | History | Added to | 55,851 | 3,972 | 0.79% | 0.67% | 286 | +9,882 | 21.5% | Q1 2026 | Apr 01, 2026 |
| COMMERCE BANK | History | Added to | 55,650 | 3,958 | 0.02% | 0.0% | 287 | +43,559 | 360.26% | Q1 2026 | May 11, 2026 |
| BCM ADVISORS, LLC | History | Added to | 51,591 | 3,958 | 0.78% | 0.71% | 288 | +1,507 | 3.01% | Q1 2026 | May 05, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 54,768 | 3,895 | 1.7% | 2.92% | 289 | -42,727 | -43.82% | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 54,564 | 3,881 | 0.17% | 0.07% | 290 | +29,353 | 116.43% | Q1 2026 | May 11, 2026 |
| Adelphi Trust Co | History | Added to | 54,556 | 3,880 | 3.16% | 2.87% | 291 | +4,158 | 8.25% | Q1 2026 | Apr 01, 2026 |
| GK Wealth Management LLC | History | New | 55,948 | 3,871 | 3.37% | — | 293 | +55,948 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 55,948 | 3,871 | 3.37% | 2.79% | 292 | +13,176 | 30.81% | Q1 2026 | Apr 07, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 53,863 | 3,831 | 0.23% | 0.24% | 294 | -3,363 | -5.88% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 53,208 | 3,784 | 0.03% | 0.03% | 295 | -2,537 | -4.55% | Q1 2026 | Apr 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 52,499 | 3,765 | 0.12% | 0.01% | 296 | +48,983 | 1393.15% | Q1 2026 | Apr 08, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 52,865 | 3,760 | 1.56% | 1.56% | 297 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 52,248 | 3,716 | 0.21% | 0.19% | 298 | +5,281 | 11.24% | Q1 2026 | May 13, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 52,057 | 3,702 | 2.38% | 2.66% | 299 | -1,621 | -3.02% | Q1 2026 | Apr 23, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 51,092 | 3,634 | 1.03% | 1.06% | 300 | +1,530 | 3.09% | Q1 2026 | Apr 27, 2026 |
| Colony Family Offices, LLC | History | Added to | 50,881 | 3,619 | 0.89% | 0.86% | 301 | +1,235 | 2.49% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | Added to | 50,854 | 3,617 | 0.04% | 0.04% | 302 | +879 | 1.76% | Q1 2026 | Apr 20, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 50,038 | 3,559 | 2.35% | 2.1% | 304 | +5,332 | 11.93% | Q1 2026 | Apr 22, 2026 |
| TCP Asset Management, LLC | History | Added to | 50,044 | 3,559 | 0.46% | 0.59% | 303 | +179 | 0.36% | Q1 2026 | Apr 10, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 49,997 | 3,556 | 0.9% | 0.92% | 305 | -1,555 | -3.02% | Q1 2026 | Apr 22, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 50,779 | 3,537 | 2.06% | 2.06% | 306 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 49,701 | 3,535 | 1.27% | 1.41% | 307 | -5,287 | -9.61% | Q1 2026 | Apr 29, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 49,534 | 3,523 | 2.65% | 2.62% | 308 | +1,454 | 3.02% | Q1 2026 | Apr 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 49,479 | 3,519 | 0.11% | 0.14% | 309 | -4,275 | -7.95% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 49,438 | 3,517 | 0.01% | 0.01% | 310 | +8,994 | 22.24% | Q1 2026 | Apr 22, 2026 |
| First Western Trust Bank | History | Reduced | 49,052 | 3,489 | 0.18% | 0.18% | 311 | -2,923 | -5.62% | Q1 2026 | May 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 49,616 | 3,456 | 1.17% | 1.17% | 312 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blume Capital Management, Inc. | History | No change | 48,099 | 3,421 | 0.58% | 0.61% | 313 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 47,469 | 3,376 | 1.19% | 1.25% | 314 | -531 | -1.11% | Q1 2026 | May 11, 2026 |
| Financial Planning Navigators CORP | History | Added to | 47,346 | 3,367 | 1.48% | 1.06% | 315 | +14,127 | 42.53% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 46,826 | 3,330 | 0.08% | 0.08% | 316 | -1,669 | -3.44% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 46,533 | 3,309 | 0.04% | 0.03% | 317 | +12,298 | 35.92% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 46,076 | 3,277 | 0.79% | 0.79% | 318 | -989 | -2.1% | Q1 2026 | May 01, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 45,855 | 3,261 | 0.97% | 0.94% | 319 | -694 | -1.49% | Q1 2026 | Apr 22, 2026 |
| Mason & Associates Inc | History | Added to | 46,520 | 3,218 | 0.62% | 0.57% | 320 | +2,781 | 6.36% | Q1 2026 | Apr 30, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 45,108 | 3,208 | 0.56% | 0.58% | 321 | -1,974 | -4.19% | Q1 2026 | Apr 23, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 45,059 | 3,205 | 0.85% | 0.8% | 322 | +1,448 | 3.32% | Q1 2026 | Apr 27, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 44,934 | 3,196 | 0.19% | 0.18% | 323 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | Added to | 44,523 | 3,166 | 0.03% | 0.03% | 324 | +637 | 1.45% | Q1 2026 | Apr 13, 2026 |
| Belleair Asset Management, LLC | History | No change | 44,446 | 3,161 | 2.88% | 2.95% | 325 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ENZI WEALTH | History | Reduced | 44,245 | 3,147 | 1.09% | 1.25% | 326 | -3,751 | -7.82% | Q1 2026 | Apr 24, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 48,818 | 3,111 | 0.79% | 1.59% | 327 | -50,774 | -50.98% | Q1 2026 | May 08, 2026 |
| Lauer Wealth, LLC | History | Added to | 41,732 | 3,097 | 2.47% | 2.19% | 328 | +1,319 | 3.26% | Q1 2026 | Apr 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 43,466 | 3,091 | 0.0% | 0.0% | 329 | +12,247 | 39.23% | Q1 2026 | May 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 42,876 | 3,049 | 1.04% | 0.99% | 330 | +2,430 | 6.01% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 42,717 | 3,038 | 0.02% | 0.02% | 331 | -1,096 | -2.5% | Q1 2026 | May 01, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 39,086 | 3,009 | 0.85% | 0.91% | 332 | -666 | -1.68% | Q1 2026 | Apr 27, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 42,024 | 2,989 | 1.2% | 1.26% | 333 | -2,213 | -5.0% | Q1 2026 | Apr 20, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 41,922 | 2,981 | 1.37% | 1.1% | 334 | +10,802 | 34.71% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 42,476 | 2,963 | 0.02% | 0.03% | 335 | -12,194 | -22.3% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 41,632 | 2,961 | 0.04% | 0.05% | 336 | -12,386 | -22.93% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 41,221 | 2,932 | 0.02% | 0.02% | 337 | -1,011 | -2.39% | Q1 2026 | May 12, 2026 |
| ADE, LLC | History | Added to | 41,165 | 2,928 | 1.4% | 1.18% | 338 | +6,028 | 17.16% | Q1 2026 | May 14, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 41,148 | 2,926 | 0.77% | 0.8% | 339 | -774 | -1.85% | Q1 2026 | Apr 21, 2026 |
| MCF Advisors LLC | History | Reduced | 40,946 | 2,912 | 0.13% | 0.19% | 340 | -9,286 | -18.49% | Q1 2026 | May 11, 2026 |
| SACHEM HILL LLC | History | Added to | 40,583 | 2,886 | 0.56% | 0.55% | 341 | +187 | 0.46% | Q1 2026 | May 13, 2026 |
| Cloud Capital Management, LLC | History | Added to | 40,477 | 2,872 | 1.25% | 1.29% | 342 | +1,303 | 3.33% | Q1 2026 | May 12, 2026 |
| Pacific Asset Management, LLC | History | Added to | 40,363 | 2,870 | 1.6% | 1.51% | 343 | +4,263 | 11.81% | Q1 2026 | May 01, 2026 |
| RS CRUM INC. | History | Reduced | 39,877 | 2,836 | 0.55% | 0.56% | 344 | -280 | -0.7% | Q1 2026 | Apr 15, 2026 |
| Generations Wealth, LLC | History | Reduced | 39,862 | 2,835 | 2.75% | 3.14% | 345 | -4,210 | -9.55% | Q1 2026 | May 05, 2026 |
| Vantage Point Financial LLC | History | Reduced | 39,313 | 2,796 | 0.98% | 1.02% | 346 | -1,465 | -3.59% | Q1 2026 | May 01, 2026 |
| Olistico Wealth, LLC | History | Added to | 39,097 | 2,780 | 1.37% | 0.91% | 347 | +12,298 | 45.89% | Q1 2026 | Apr 08, 2026 |
| FineMark National Bank & Trust | History | No change | 39,837 | 2,775 | 0.09% | 0.09% | 348 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 38,823 | 2,761 | 0.04% | 0.01% | 349 | +27,287 | 236.54% | Q1 2026 | May 15, 2026 |
| Aurelius Family Office LLC | History | Reduced | 38,662 | 2,750 | 1.2% | 1.25% | 350 | -2,055 | -5.05% | Q1 2026 | Apr 08, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 38,345 | 2,727 | 2.78% | 2.58% | 351 | +3,598 | 10.35% | Q1 2026 | May 12, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 37,723 | 2,683 | 0.5% | 0.49% | 352 | -482 | -1.26% | Q1 2026 | Apr 27, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 37,662 | 2,678 | 1.87% | 1.93% | 353 | -255 | -0.67% | Q1 2026 | Apr 16, 2026 |
| M Wealth Management, LLC | History | Reduced | 36,728 | 2,612 | 2.2% | 2.23% | 354 | -11 | -0.03% | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | Reduced | 36,372 | 2,587 | 0.46% | 0.49% | 355 | -1,376 | -3.65% | Q1 2026 | May 01, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 36,207 | 2,575 | 0.07% | 0.07% | 356 | +2,297 | 6.77% | Q1 2026 | May 12, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 35,793 | 2,545 | 0.76% | 0.74% | 357 | +608 | 1.73% | Q1 2026 | Apr 27, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 35,690 | 2,538 | 0.62% | 0.62% | 358 | -667 | -1.83% | Q1 2026 | Apr 10, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 35,180 | 2,502 | 0.85% | 1.15% | 359 | -14,533 | -29.23% | Q1 2026 | Apr 08, 2026 |
| AG Asset Advisory, LLC | History | Added to | 35,126 | 2,498 | 2.07% | 1.88% | 360 | +3,576 | 11.33% | Q1 2026 | Apr 29, 2026 |
| Powers Advisory Group, LLC | History | Added to | 34,763 | 2,472 | 0.87% | 0.8% | 361 | +4,344 | 14.28% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 34,653 | 2,464 | 0.01% | 0.02% | 362 | -780 | -2.2% | Q1 2026 | May 05, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 34,426 | 2,448 | 0.69% | 0.62% | 363 | +941 | 2.81% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Added to | 34,166 | 2,430 | 0.32% | 0.29% | 364 | +2,674 | 8.49% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 33,686 | 2,395 | 0.01% | 0.01% | 365 | -139 | -0.41% | Q1 2026 | May 15, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 33,556 | 2,386 | 1.87% | 2.04% | 366 | -1,135 | -3.27% | Q1 2026 | Apr 09, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 33,489 | 2,382 | 0.27% | 0.27% | 367 | -199 | -0.59% | Q1 2026 | May 15, 2026 |
| Johnson Wealth Management, LLC | History | Reduced | 33,317 | 2,369 | 1.14% | 1.18% | 368 | -653 | -1.92% | Q1 2026 | Apr 23, 2026 |
| Goepper Burkhardt LLC | History | Added to | 33,097 | 2,354 | 0.79% | 0.46% | 369 | +12,877 | 63.68% | Q1 2026 | May 13, 2026 |
| Gibraltar Capital Management, Inc. | History | New | 32,765 | 2,330 | 0.4% | — | 371 | +32,765 | New | Q1 2026 | Apr 13, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 32,765 | 2,330 | 0.44% | 0.56% | 370 | -9,716 | -22.87% | Q1 2026 | Apr 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 32,513 | 2,312 | 1.26% | 1.25% | 372 | -201 | -0.61% | Q1 2026 | Apr 22, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 32,021 | 2,277 | 0.2% | 0.06% | 373 | +22,218 | 226.64% | Q1 2026 | May 07, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 31,689 | 2,254 | 0.12% | 0.12% | 374 | -1,971 | -5.86% | Q1 2026 | May 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 31,026 | 2,206 | 0.33% | 0.06% | 375 | +25,625 | 474.45% | Q1 2026 | Apr 24, 2026 |
| Trace Wealth Advisors, LLC | History | Added to | 30,926 | 2,199 | 1.65% | 1.56% | 376 | +2 | 0.01% | Q1 2026 | May 13, 2026 |
| Fortis Advisors, LLC | History | New | 30,829 | 2,192 | 1.1% | — | 377 | +30,829 | New | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 30,773 | 2,188 | 0.07% | 0.06% | 378 | +4,282 | 16.16% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | Added to | 30,544 | 2,172 | 0.44% | 0.39% | 379 | +4,535 | 17.44% | Q1 2026 | May 13, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 30,385 | 2,161 | 0.43% | 0.38% | 380 | +3,539 | 13.18% | Q1 2026 | May 12, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 30,103 | 2,141 | 0.3% | 0.33% | 381 | -3,701 | -10.95% | Q1 2026 | Apr 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 29,950 | 2,130 | 0.07% | 0.01% | 382 | -109 | -0.36% | Q1 2026 | Apr 23, 2026 |
| Berger Financial Group, Inc | History | Reduced | 29,618 | 2,106 | 0.12% | 0.12% | 383 | -489 | -1.62% | Q1 2026 | Apr 28, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 29,558 | 2,102 | 0.73% | 0.79% | 384 | +708 | 2.45% | Q1 2026 | Apr 21, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 29,528 | 2,100 | 0.94% | 0.9% | 385 | +532 | 1.83% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 29,029 | 2,064 | 0.08% | 0.07% | 386 | +1,252 | 4.51% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 28,997 | 2,062 | 0.11% | 0.09% | 387 | +81 | 0.28% | Q1 2026 | Apr 28, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 28,607 | 2,034 | 0.03% | — | 388 | +28,607 | New | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 28,186 | 2,004 | 0.04% | 0.03% | 389 | +6,055 | 27.36% | Q1 2026 | Apr 13, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 28,004 | 1,991 | 1.35% | 1.37% | 390 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 27,813 | 1,978 | 0.21% | 0.26% | 391 | -650 | -2.28% | Q1 2026 | Apr 23, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 27,717 | 1,971 | 1.24% | 1.31% | 392 | +313 | 1.14% | Q1 2026 | May 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 27,350 | 1,945 | 0.78% | 0.69% | 393 | +3,184 | 13.18% | Q1 2026 | Apr 21, 2026 |
| Five Oceans Advisors | History | Reduced | 27,240 | 1,937 | 0.7% | 0.68% | 394 | -417 | -1.51% | Q1 2026 | Apr 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 27,162 | 1,932 | 0.2% | 0.18% | 395 | +3,899 | 16.76% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 26,709 | 1,899 | 0.0% | 0.0% | 396 | +2,887 | 12.12% | Q1 2026 | May 08, 2026 |
| FCA CORP /TX | History | Added to | 26,387 | 1,876 | 0.53% | 0.5% | 397 | +893 | 3.5% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 26,314 | 1,871 | 0.4% | 0.39% | 398 | +82 | 0.31% | Q1 2026 | May 05, 2026 |
| LVZ, Inc. | History | Added to | 26,111 | 1,857 | 0.21% | 0.19% | 399 | +2,047 | 8.51% | Q1 2026 | Apr 28, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 25,925 | 1,844 | 0.31% | 0.39% | 400 | -5,395 | -17.23% | Q1 2026 | Apr 30, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 25,631 | 1,823 | 0.19% | 0.19% | 401 | -112 | -0.44% | Q1 2026 | Apr 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 25,608 | 1,821 | 0.65% | 0.66% | 402 | -1,221 | -4.55% | Q1 2026 | Apr 14, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 25,508 | 1,814 | 0.63% | 0.69% | 403 | +420 | 1.67% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Added to | 25,426 | 1,808 | 0.04% | 0.04% | 404 | +271 | 1.08% | Q1 2026 | May 15, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 25,389 | 1,805 | 0.17% | 0.17% | 405 | -591 | -2.27% | Q1 2026 | Apr 23, 2026 |
| BIP Wealth, LLC | History | Added to | 25,371 | 1,804 | 0.07% | 0.04% | 406 | +10,244 | 67.72% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 25,259 | 1,796 | 0.1% | 0.1% | 407 | -586 | -2.27% | Q1 2026 | Apr 20, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 25,088 | 1,784 | 0.09% | 0.14% | 408 | -12,151 | -32.63% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 25,006 | 1,778 | 0.02% | 0.02% | 409 | +524 | 2.14% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,941 | 1,774 | 0.01% | 0.02% | 410 | +1,818 | 7.86% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 22,809 | 1,756 | 0.12% | 0.04% | 411 | +14,763 | 183.48% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 24,630 | 1,751 | 0.0% | 0.0% | 412 | +7,834 | 46.64% | Q1 2026 | May 15, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 24,587 | 1,748 | 0.42% | 0.33% | 413 | +6,233 | 33.96% | Q1 2026 | Apr 24, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 24,477 | 1,741 | 0.22% | 0.23% | 414 | -1,292 | -5.01% | Q1 2026 | Apr 27, 2026 |
| Sollinda Capital Management LLC | History | Added to | 24,120 | 1,715 | 0.42% | 0.37% | 415 | +3,109 | 14.8% | Q1 2026 | Apr 30, 2026 |
| Westmount Partners, LLC | History | Reduced | 23,616 | 1,679 | 0.41% | 0.42% | 416 | -290 | -1.21% | Q1 2026 | Apr 16, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 23,598 | 1,678 | 0.12% | 0.12% | 417 | +1,267 | 5.67% | Q1 2026 | Apr 29, 2026 |
| Shearwater Capital LLC | History | No change | 23,472 | 1,669 | 0.88% | 0.94% | 418 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 21,814 | 1,657 | 0.03% | — | 419 | +21,814 | New | Q1 2026 | May 01, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 23,148 | 1,646 | 0.16% | 0.15% | 420 | +337 | 1.48% | Q1 2026 | Apr 09, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 22,696 | 1,614 | 1.45% | 1.48% | 421 | +11 | 0.05% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 22,575 | 1,605 | 0.01% | — | 422 | +22,575 | New | Q1 2026 | May 12, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 22,038 | 1,567 | 0.77% | 0.75% | 423 | -42 | -0.19% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | Added to | 21,951 | 1,561 | 0.11% | 0.08% | 424 | +5,164 | 30.76% | Q1 2026 | May 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 21,247 | 1,511 | 0.03% | 0.03% | 426 | +453 | 2.18% | Q1 2026 | May 11, 2026 |
| Curi Capital, LLC | History | Added to | 21,250 | 1,511 | 0.03% | 0.03% | 425 | +93 | 0.44% | Q1 2026 | May 15, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 21,145 | 1,504 | 1.4% | 1.36% | 427 | +195 | 0.93% | Q1 2026 | Apr 24, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 21,127 | 1,502 | 1.88% | 1.73% | 428 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JT Stratford LLC | History | Added to | 21,114 | 1,501 | 0.19% | 0.17% | 429 | +1,734 | 8.95% | Q1 2026 | May 15, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 21,098 | 1,500 | 0.14% | 0.13% | 430 | -121 | -0.57% | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 20,905 | 1,486 | 0.53% | 0.48% | 431 | +1,569 | 8.11% | Q1 2026 | Apr 22, 2026 |
| Embree Financial Group | History | Reduced | 20,707 | 1,472 | 0.17% | 0.22% | 432 | -5,078 | -19.69% | Q1 2026 | Apr 23, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 20,685 | 1,471 | 0.17% | 0.16% | 433 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WMS Group LLC | History | Reduced | 20,593 | 1,464 | 2.13% | 2.02% | 434 | -2,229 | -9.77% | Q1 2026 | Apr 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,352 | 1,448 | 0.0% | 0.0% | 435 | +5,717 | 39.06% | Q1 2026 | May 13, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 20,342 | 1,446 | 0.43% | 0.49% | 436 | -2,956 | -12.69% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 20,157 | 1,433 | 0.03% | 0.02% | 437 | +7,116 | 54.57% | Q1 2026 | Apr 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 19,816 | 1,410 | 0.02% | 0.05% | 438 | -35,134 | -63.94% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | No change | 19,663 | 1,398 | 0.19% | 0.2% | 439 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 19,491 | 1,386 | 0.64% | 0.74% | 440 | -3,948 | -16.84% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 19,407 | 1,380 | 0.07% | 0.06% | 441 | +410 | 2.16% | Q1 2026 | May 18, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 19,398 | 1,379 | 0.73% | 0.7% | 442 | +1,072 | 5.85% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 19,378 | 1,378 | 0.01% | 0.0% | 443 | +16,534 | 581.36% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 19,245 | 1,368 | 0.1% | 0.1% | 444 | +716 | 3.86% | Q1 2026 | Apr 20, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 19,731 | 1,365 | 0.45% | 0.46% | 445 | -170 | -0.85% | Q1 2026 | Apr 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 19,136 | 1,361 | 0.63% | 0.66% | 446 | +38 | 0.2% | Q1 2026 | Apr 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 19,039 | 1,354 | 0.03% | 0.03% | 447 | -3,342 | -14.93% | Q1 2026 | May 15, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 18,657 | 1,327 | 1.06% | 1.04% | 448 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Connections Group, Inc. | History | Added to | 18,537 | 1,318 | 0.46% | 0.44% | 449 | +287 | 1.57% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 18,500 | 1,306 | 0.01% | 0.01% | 450 | -3,724 | -16.76% | Q1 2026 | May 15, 2026 |
| E6 Portfolios, LLC | History | Added to | 18,290 | 1,300 | 1.36% | 1.42% | 451 | +409 | 2.29% | Q1 2026 | May 12, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 18,064 | 1,284 | 0.22% | 0.19% | 452 | -928 | -4.89% | Q1 2026 | May 15, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 17,979 | 1,278 | 0.19% | 0.19% | 453 | -174 | -0.96% | Q1 2026 | May 11, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 17,666 | 1,256 | 0.14% | 0.13% | 454 | +203 | 1.16% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 17,625 | 1,253 | 0.13% | 0.13% | 455 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 17,598 | 1,251 | 0.37% | 0.36% | 456 | -9 | -0.05% | Q1 2026 | Apr 22, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 17,564 | 1,249 | 1.12% | 0.81% | 457 | +4,861 | 38.27% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 17,367 | 1,235 | 0.04% | — | 458 | +17,367 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 17,312 | 1,231 | 0.02% | 0.02% | 459 | -107 | -0.61% | Q1 2026 | Apr 14, 2026 |
| Clark Asset Management, LLC | History | Added to | 17,027 | 1,211 | 0.11% | 0.12% | 460 | +5 | 0.03% | Q1 2026 | Apr 16, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 16,939 | 1,204 | 0.1% | 0.09% | 461 | -72 | -0.42% | Q1 2026 | Apr 06, 2026 |
| NewEdge Wealth, LLC | History | Added to | 16,885 | 1,201 | 0.01% | 0.01% | 462 | +10,183 | 151.94% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 16,729 | 1,189 | 0.0% | 0.0% | 463 | +3,636 | 27.77% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 16,578 | 1,185 | 0.19% | 0.2% | 464 | +101 | 0.61% | Q1 2026 | Apr 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 16,613 | 1,181 | 0.01% | 0.02% | 465 | -1,153 | -6.49% | Q1 2026 | May 01, 2026 |
| Eagle Strategies LLC | History | Reduced | 16,511 | 1,174 | 0.14% | 0.15% | 466 | -848 | -4.89% | Q1 2026 | Apr 20, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 16,380 | 1,165 | 0.49% | 0.51% | 467 | -72 | -0.44% | Q1 2026 | Apr 08, 2026 |
| L & S Advisors Inc | History | Added to | 16,324 | 1,161 | 0.15% | 0.1% | 468 | +288 | 1.8% | Q1 2026 | May 11, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 15,977 | 1,136 | 0.76% | 0.8% | 470 | -633 | -3.81% | Q1 2026 | Apr 14, 2026 |
| Financial Insights, Inc. | History | Reduced | 15,979 | 1,136 | 0.37% | 0.37% | 469 | -43 | -0.27% | Q1 2026 | May 18, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 15,948 | 1,134 | 0.32% | 0.48% | 471 | -6,958 | -30.38% | Q1 2026 | Apr 24, 2026 |
| SEMITAM BONAM LLC | History | Added to | 15,699 | 1,116 | 0.91% | 0.87% | 472 | +615 | 4.08% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Reduced | 15,439 | 1,098 | 0.03% | 0.03% | 473 | -88 | -0.57% | Q1 2026 | Apr 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 15,368 | 1,093 | 0.03% | 0.03% | 474 | +1,615 | 11.74% | Q1 2026 | Apr 07, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 15,330 | 1,090 | 0.93% | 1.1% | 475 | -3,200 | -17.27% | Q1 2026 | May 05, 2026 |
| Opus Capital Group, LLC | History | No change | 15,295 | 1,088 | 0.12% | 0.12% | 476 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 15,190 | 1,080 | 0.74% | 0.75% | 477 | -285 | -1.84% | Q1 2026 | Apr 21, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 15,101 | 1,074 | 0.29% | 0.3% | 478 | -303 | -1.97% | Q1 2026 | May 12, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 15,037 | 1,069 | 1.64% | 0.55% | 479 | +404 | 2.76% | Q1 2026 | May 04, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 14,131 | 1,066 | 0.1% | 0.1% | 480 | +33 | 0.23% | Q1 2026 | Apr 20, 2026 |
| Ironwood Financial, llc | History | No change | 14,986 | 1,065 | 0.19% | 0.19% | 481 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| marrick wealth, LLC | History | Reduced | 14,676 | 1,043 | 0.88% | 0.85% | 482 | -169 | -1.14% | Q1 2026 | Apr 15, 2026 |
| SIMA Wealth Partners, LLC | History | Added to | 14,528 | 1,033 | 0.79% | 0.74% | 483 | +511 | 3.65% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | New | 14,381 | 1,022 | 0.17% | — | 484 | +14,381 | New | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 14,265 | 1,015 | 0.0% | 0.0% | 485 | +2,255 | 18.78% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 14,240 | 1,012 | 0.04% | 0.04% | 486 | +191 | 1.36% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 13,908 | 989 | 0.0% | — | 487 | +13,908 | New | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 13,884 | 987 | 0.01% | 0.01% | 488 | +180 | 1.31% | Q1 2026 | May 08, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 13,582 | 966 | 0.25% | 0.26% | 489 | +16 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,573 | 965 | 0.04% | 0.04% | 490 | +1,407 | 11.57% | Q1 2026 | May 19, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 13,428 | 955 | 0.03% | 0.03% | 491 | -55 | -0.41% | Q1 2026 | Apr 21, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 13,316 | 947 | 0.41% | 0.31% | 493 | +4,172 | 45.63% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,315 | 947 | 0.0% | 0.0% | 492 | -1,059 | -7.37% | Q1 2026 | May 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 13,300 | 946 | 0.13% | 0.25% | 494 | +129 | 0.98% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 13,100 | 931 | 0.02% | 0.02% | 495 | -1,017 | -7.2% | Q1 2026 | May 08, 2026 |
| Northwest Wealth Advisors, LLC | History | Reduced | 12,637 | 898 | 0.64% | 0.7% | 496 | -272 | -2.11% | Q1 2026 | Apr 29, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 12,529 | 891 | 0.08% | 0.06% | 498 | +4,114 | 48.89% | Q1 2026 | Apr 24, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 12,540 | 891 | 0.1% | 0.07% | 497 | +3,352 | 36.48% | Q1 2026 | Apr 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 12,521 | 890 | 0.3% | 0.31% | 499 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,400 | 882 | 0.0% | — | 500 | +12,400 | New | Q1 2026 | May 14, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 12,363 | 879 | 0.51% | 0.5% | 501 | +236 | 1.95% | Q1 2026 | May 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 12,167 | 865 | 0.51% | 0.24% | 502 | +6,295 | 107.2% | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | New | 11,475 | 863 | 0.05% | — | 503 | +11,475 | New | Q1 2026 | Apr 20, 2026 |
| IFG Advisors, LLC | History | Added to | 12,106 | 861 | 0.14% | 0.14% | 504 | +16 | 0.13% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 12,035 | 856 | 0.06% | 0.06% | 505 | +408 | 3.51% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 11,958 | 850 | 0.03% | 0.04% | 506 | -2,012 | -14.4% | Q1 2026 | May 07, 2026 |
| Cladis Investment Advisory, LLC | History | Added to | 11,954 | 850 | 0.47% | 0.39% | 507 | +1,824 | 18.01% | Q1 2026 | May 15, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 11,815 | 840 | 0.24% | 0.24% | 508 | -166 | -1.39% | Q1 2026 | Apr 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 11,664 | 829 | 0.23% | 0.23% | 509 | -342 | -2.85% | Q1 2026 | Apr 15, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 11,593 | 824 | 0.35% | 0.36% | 510 | +27 | 0.23% | Q1 2026 | Apr 29, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 11,488 | 817 | 0.44% | 0.42% | 511 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,544 | 804 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Compound Planning, Inc. | History | Added to | 11,277 | 802 | 0.02% | 0.02% | 513 | +1,516 | 15.53% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 11,259 | 800 | 0.0% | 0.0% | 514 | +511 | 4.75% | Q1 2026 | May 15, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 11,241 | 799 | 0.4% | 0.26% | 515 | +3,822 | 51.52% | Q1 2026 | Apr 16, 2026 |
| Essex Financial Services, Inc. | History | Added to | 11,118 | 790 | 0.04% | 0.04% | 516 | +929 | 9.12% | Q1 2026 | Apr 24, 2026 |
| Weaver Consulting Group | History | Added to | 11,106 | 789 | 0.19% | 0.15% | 517 | +2,141 | 23.88% | Q1 2026 | May 15, 2026 |
| 25 LLC | History | Added to | 11,096 | 789 | 0.24% | 0.24% | 518 | +18 | 0.16% | Q1 2026 | Apr 20, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 11,054 | 786 | 0.31% | 0.32% | 519 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Balefire, LLC | History | New | 10,995 | 782 | 0.15% | — | 520 | +10,995 | New | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,964 | 779 | 0.02% | 0.03% | 521 | -6,088 | -35.7% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 10,847 | 771 | 0.01% | 0.01% | 522 | +24 | 0.22% | Q1 2026 | May 01, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 10,826 | 770 | 0.03% | 0.03% | 523 | -955 | -8.11% | Q1 2026 | Apr 20, 2026 |
| Selective Wealth Management, Inc. | History | New | 10,061 | 764 | 0.23% | — | 525 | +10,061 | New | Q1 2026 | Apr 30, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 10,751 | 764 | 0.41% | 0.42% | 524 | +24 | 0.22% | Q1 2026 | May 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 10,663 | 758 | 0.03% | — | 526 | +10,663 | New | Q1 2026 | May 12, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 10,608 | 754 | 0.14% | 0.11% | 527 | +2,535 | 31.4% | Q1 2026 | Apr 08, 2026 |
| HM PAYSON & CO | History | Reduced | 10,425 | 741 | 0.01% | 0.01% | 528 | -430 | -3.96% | Q1 2026 | Apr 13, 2026 |
| Ocean Park Asset Management, LLC | History | New | 10,400 | 739 | 0.04% | — | 529 | +10,400 | New | Q1 2026 | Apr 16, 2026 |
| Lido Advisors, LLC | History | Reduced | 10,364 | 737 | 0.0% | 0.0% | 530 | -1,308 | -11.21% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10,251 | 729 | 0.12% | 0.1% | 531 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 10,171 | 723 | 0.04% | 0.03% | 532 | +911 | 9.84% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 10,104 | 718 | 0.02% | 0.02% | 533 | -815 | -7.46% | Q1 2026 | Apr 28, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 10,029 | 713 | 0.05% | 0.05% | 534 | +23 | 0.23% | Q1 2026 | May 12, 2026 |
| BCO Wealth Management LLC | History | Reduced | 10,023 | 712 | 0.43% | 0.49% | 535 | -1,445 | -12.6% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 9,893 | 703 | 0.05% | 0.04% | 536 | +1,333 | 15.57% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9,825 | 698 | 0.09% | 0.09% | 537 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 9,741 | 692 | 0.39% | — | 538 | +9,741 | New | Q1 2026 | May 11, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 9,687 | 689 | 0.22% | 0.33% | 539 | -4,760 | -32.95% | Q1 2026 | May 08, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 9,620 | 684 | 0.31% | 0.28% | 541 | +693 | 7.76% | Q1 2026 | Apr 24, 2026 |
| First County Bank /CT/ | History | Added to | 9,630 | 684 | 0.37% | 0.35% | 540 | +57 | 0.6% | Q1 2026 | Apr 03, 2026 |
| Graver Capital Management, LLC | History | Reduced | 9,613 | 683 | 0.52% | 0.55% | 542 | -407 | -4.06% | Q1 2026 | Apr 23, 2026 |
| GWN SECURITIES INC. | History | Added to | 9,557 | 679 | 0.13% | 0.13% | 543 | +139 | 1.48% | Q1 2026 | May 14, 2026 |
| Diversified Portfolios, Inc. | History | No change | 9,531 | 677 | 0.06% | 0.06% | 544 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CRA Financial Services, LLC | History | No change | 9,437 | 671 | 0.09% | 0.09% | 545 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Lynx Investment Advisory | History | Added to | 9,388 | 667 | 0.32% | 0.16% | 546 | +5,259 | 127.37% | Q1 2026 | Apr 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 9,312 | 662 | 0.05% | 0.06% | 548 | -1,295 | -12.21% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 9,313 | 662 | 0.01% | 0.01% | 547 | +13 | 0.14% | Q1 2026 | Apr 10, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 9,278 | 659 | 0.08% | 0.09% | 549 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,258 | 658 | 0.03% | 0.04% | 550 | +4,304 | 86.88% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,162 | 651 | 0.0% | 0.0% | 551 | +3,294 | 56.13% | Q1 2026 | Apr 27, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 8,640 | 650 | 0.47% | 0.49% | 552 | -40 | -0.46% | Q1 2026 | May 12, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 9,095 | 646 | 0.43% | 0.43% | 553 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KM Capital Management Ltd. | History | Added to | 8,432 | 645 | 0.43% | 0.3% | 554 | +10 | 0.12% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 8,392 | 644 | 0.02% | — | 555 | +8,392 | New | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,943 | 636 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVOKE WEALTH, LLC | History | No change | 8,952 | 636 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 8,933 | 635 | 0.13% | 0.13% | 559 | +24 | 0.27% | Q1 2026 | Apr 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 8,939 | 635 | 0.01% | 0.01% | 558 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 8,926 | 634 | 0.17% | 0.17% | 560 | -495 | -5.25% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 8,771 | 633 | 0.01% | 0.02% | 561 | -2,385 | -21.38% | Q1 2026 | Apr 28, 2026 |
| PEAVINE CAPITAL, LLC | History | No change | 8,891 | 632 | 0.14% | 0.13% | 562 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 8,878 | 631 | 0.2% | 0.19% | 563 | -129 | -1.43% | Q1 2026 | Apr 17, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 8,877 | 631 | 0.34% | 0.33% | 564 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 8,813 | 626 | 0.02% | 0.02% | 565 | +15 | 0.17% | Q1 2026 | Apr 09, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 8,799 | 625 | 0.15% | 0.15% | 566 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,761 | 623 | 0.02% | 0.02% | 567 | -21 | -0.24% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisors, LLC | History | No change | 8,670 | 616 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wedmont Private Capital | History | New | 8,260 | 613 | 0.02% | — | 569 | +8,260 | New | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 84,327 | 599 | 0.03% | 0.02% | 570 | -8,739 | -9.39% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 8,435 | 599 | 0.12% | 0.13% | 571 | -448 | -5.04% | Q1 2026 | May 15, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 8,404 | 597 | 0.1% | 0.1% | 572 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,364 | 594 | 0.03% | 0.04% | 573 | -1,269 | -13.17% | Q1 2026 | Apr 30, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 8,342 | 593 | 0.57% | 0.57% | 574 | -6 | -0.07% | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,242 | 586 | 0.0% | 0.0% | 575 | +1,457 | 21.47% | Q1 2026 | May 13, 2026 |
| Prospect Financial Group LLC | History | Reduced | 8,108 | 576 | 0.53% | 1.24% | 576 | -11,011 | -57.59% | Q1 2026 | May 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 8,046 | 572 | 0.0% | 0.0% | 577 | -2,909 | -26.55% | Q1 2026 | May 14, 2026 |
| Opulen Financial Group LLC | History | Added to | 8,028 | 571 | 0.4% | 0.27% | 578 | +2,729 | 51.5% | Q1 2026 | Apr 29, 2026 |
| Colonial Trust Co / SC | History | No change | 8,020 | 570 | 0.08% | 0.07% | 579 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 7,974 | 567 | 0.43% | 0.47% | 580 | -382 | -4.57% | Q1 2026 | Apr 06, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 7,966 | 566 | 0.58% | 0.56% | 581 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Financial Symmetry Inc | History | Reduced | 7,309 | 564 | 0.2% | 0.24% | 582 | -1,222 | -14.32% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 7,858 | 558 | 0.05% | 0.05% | 583 | +1,100 | 16.28% | Q1 2026 | May 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 7,706 | 548 | 0.11% | 0.11% | 584 | -6 | -0.08% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 7,663 | 545 | 0.0% | 0.0% | 585 | +481 | 6.7% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 7,640 | 543 | 0.0% | 0.0% | 586 | +4,916 | 180.47% | Q1 2026 | May 15, 2026 |
| S.A. Mason LLC | History | Added to | 7,545 | 536 | 0.2% | 0.21% | 587 | +90 | 1.21% | Q1 2026 | Apr 27, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 7,419 | 527 | 0.0% | 0.0% | 588 | -1,423 | -16.09% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,355 | 523 | 0.01% | 0.01% | 589 | -391 | -5.05% | Q1 2026 | May 11, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 7,365 | 523 | 0.34% | 0.34% | 590 | +57 | 0.78% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,210 | 512 | 0.0% | 0.09% | 591 | -166,499 | -95.85% | Q1 2026 | May 13, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 7,204 | 512 | 0.5% | 0.48% | 592 | +120 | 1.69% | Q1 2026 | May 11, 2026 |
| K2 Financial Inc. | History | Added to | 6,508 | 501 | 0.36% | 0.36% | 593 | +20 | 0.31% | Q1 2026 | Apr 28, 2026 |
| Capital Management Associates, Inc | History | Reduced | 6,947 | 494 | 0.11% | 0.11% | 594 | -427 | -5.79% | Q1 2026 | Apr 22, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 6,944 | 493 | 0.07% | 0.06% | 595 | +20 | 0.29% | Q1 2026 | Apr 09, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 6,862 | 488 | 0.1% | 0.1% | 596 | +1,316 | 23.73% | Q1 2026 | May 12, 2026 |
| Prism Planning Partners LLC | History | Reduced | 6,875 | 488 | 0.58% | 0.57% | 597 | -419 | -5.74% | Q1 2026 | May 12, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 6,987 | 486 | 0.47% | 0.47% | 598 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 6,825 | 485 | 0.03% | — | 600 | +6,825 | New | Q1 2026 | Apr 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,827 | 485 | 0.01% | 0.01% | 599 | +781 | 12.92% | Q1 2026 | Apr 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 6,818 | 484 | 0.26% | 0.26% | 601 | +71 | 1.05% | Q1 2026 | May 13, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 6,779 | 482 | 0.41% | 0.37% | 602 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 6,766 | 481 | 0.39% | 0.39% | 603 | +3 | 0.04% | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | Added to | 6,752 | 480 | 0.01% | 0.01% | 604 | +264 | 4.07% | Q1 2026 | Apr 17, 2026 |
| Stone Summit Wealth LLC | History | No change | 6,737 | 479 | 0.13% | 0.13% | 605 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 6,677 | 474 | 0.47% | 0.46% | 606 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bill Few Associates, Inc. | History | No change | 6,573 | 467 | 0.11% | 0.11% | 607 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 6,562 | 466 | 0.39% | 0.39% | 608 | +8 | 0.12% | Q1 2026 | Apr 14, 2026 |
| Cross Staff Investments Inc | History | No change | 6,500 | 462 | 0.23% | 0.25% | 609 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Diversified Trust Co | History | No change | 6,457 | 459 | 0.01% | 0.01% | 610 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WASHINGTON TRUST Co | History | No change | 6,410 | 455 | 0.02% | 0.01% | 611 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 6,393 | 454 | 0.02% | 0.02% | 612 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,343 | 451 | 0.04% | 0.04% | 613 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 6,343 | 451 | 0.13% | 0.13% | 614 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 6,285 | 447 | 0.34% | 0.37% | 615 | -87 | -1.37% | Q1 2026 | Apr 13, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 5,943 | 443 | 0.03% | 0.38% | 616 | -65,911 | -91.73% | Q1 2026 | Apr 13, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 6,233 | 443 | 0.03% | 0.03% | 618 | -72 | -1.14% | Q1 2026 | May 13, 2026 |
| MBE Wealth Management, LLC | History | Added to | 6,231 | 443 | 0.18% | 0.18% | 617 | +11 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Edge Financial Advisors LLC | History | No change | 6,253 | 435 | 0.18% | 0.18% | 619 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 6,076 | 432 | 0.08% | 0.07% | 620 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 6,065 | 431 | 0.1% | 0.1% | 621 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 6,052 | 430 | 0.1% | 0.1% | 622 | -140 | -2.26% | Q1 2026 | Apr 27, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 6,018 | 428 | 0.07% | 0.06% | 623 | +809 | 15.53% | Q1 2026 | Apr 28, 2026 |
| Coston, McIsaac & Partners | History | Added to | 5,975 | 425 | 0.1% | 0.09% | 624 | +138 | 2.36% | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | Added to | 5,963 | 424 | 0.03% | 0.02% | 626 | +3,535 | 145.59% | Q1 2026 | May 19, 2026 |
| BFSG, LLC | History | Added to | 5,971 | 424 | 0.04% | 0.04% | 627 | +25 | 0.42% | Q1 2026 | Apr 28, 2026 |
| Smithfield Trust Co | History | No change | 5,955 | 424 | 0.02% | 0.02% | 625 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Added to | 5,949 | 423 | 0.01% | 0.0% | 628 | +1,680 | 39.35% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 6,037 | 417 | 0.03% | 0.04% | 629 | -6,884 | -53.28% | Q1 2026 | Apr 24, 2026 |
| BDFS Capital LLC | History | Reduced | 5,835 | 415 | 0.2% | 0.21% | 630 | -62 | -1.05% | Q1 2026 | Apr 15, 2026 |
| Shore Point Advisors, LLC | History | Added to | 5,810 | 413 | 0.16% | 0.11% | 634 | +1,935 | 49.94% | Q1 2026 | Apr 08, 2026 |
| HANOVER ADVISORS INC | History | Added to | 5,807 | 413 | 0.17% | 0.15% | 631 | +220 | 3.94% | Q1 2026 | May 07, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 5,815 | 413 | 0.01% | 0.01% | 633 | -130 | -2.19% | Q1 2026 | Apr 22, 2026 |
| Ancora Advisors LLC | History | No change | 5,813 | 413 | 0.01% | 0.01% | 632 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 5,769 | 410 | 0.08% | 0.08% | 635 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NWAM LLC | History | New | 5,750 | 409 | 0.02% | — | 637 | +5,750 | New | Q1 2026 | May 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,761 | 409 | 0.02% | 0.02% | 636 | -379 | -6.17% | Q1 2026 | Apr 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,738 | 408 | 0.01% | 0.01% | 638 | -50 | -0.86% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | No change | 5,704 | 405 | 0.04% | 0.05% | 639 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 5,627 | 400 | 0.03% | — | 641 | +5,627 | New | Q1 2026 | Apr 15, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 5,628 | 400 | 0.04% | 0.03% | 640 | +978 | 21.03% | Q1 2026 | May 04, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 5,555 | 395 | 0.25% | 0.26% | 642 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| London & Capital Asset Management Ltd | History | No change | 5,467 | 388 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 5,372 | 382 | 0.02% | 0.0% | 645 | +5,276 | 5495.83% | Q1 2026 | May 06, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 5,375 | 382 | 0.07% | 0.07% | 644 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ascent Group, LLC | History | No change | 5,345 | 380 | 0.01% | 0.01% | 646 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 5,339 | 379 | 0.01% | 0.01% | 647 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | New | 5,323 | 378 | 0.0% | — | 648 | +5,323 | New | Q1 2026 | May 12, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 5,302 | 377 | 0.03% | 0.03% | 649 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 5,288 | 376 | 0.11% | 0.11% | 650 | +188 | 3.69% | Q1 2026 | Apr 30, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 5,261 | 374 | 0.22% | 0.23% | 651 | -26 | -0.49% | Q1 2026 | Apr 27, 2026 |
| Legacy Advisors, LLC | History | No change | 5,138 | 365 | 0.04% | 0.04% | 652 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Painted Porch Advisors LLC | History | New | 5,121 | 364 | 0.17% | — | 654 | +5,121 | New | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,120 | 364 | 0.01% | 0.01% | 653 | +504 | 10.92% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 5,065 | 360 | 0.01% | — | 655 | +5,065 | New | Q1 2026 | May 14, 2026 |
| Walleye Partners, LLC | History | Added to | 5,061 | 359 | 0.44% | 0.32% | 658 | +927 | 22.42% | Q1 2026 | Apr 23, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 5,057 | 359 | 0.07% | 0.07% | 657 | +10 | 0.2% | Q1 2026 | May 04, 2026 |
| Cadence Bank | History | No change | 5,161 | 359 | 0.02% | 0.02% | 656 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Atlas Wealth LLC | History | No change | 5,036 | 358 | 0.11% | 0.11% | 659 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 4,992 | 355 | 0.01% | 0.01% | 660 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 4,972 | 353 | 0.21% | 0.2% | 661 | +5 | 0.1% | Q1 2026 | May 14, 2026 |
| Tranquility Partners, LLC | History | Added to | 4,921 | 350 | 0.13% | 0.12% | 662 | +67 | 1.38% | Q1 2026 | Apr 20, 2026 |
| Ethic Inc. | History | New | 4,901 | 348 | 0.01% | — | 663 | +4,901 | New | Q1 2026 | Apr 27, 2026 |
| Novak & Powell Financial Services, Inc. | History | New | 4,880 | 347 | 0.19% | — | 665 | +4,880 | New | Q1 2026 | May 14, 2026 |
| Disciplined Investments, LLC | History | No change | 4,890 | 347 | 0.12% | 0.13% | 664 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 4,860 | 345 | 0.31% | — | 666 | +4,860 | New | Q1 2026 | May 07, 2026 |
| Signature Wealth Management Group | History | Reduced | 4,846 | 344 | 0.13% | 0.14% | 667 | -7 | -0.14% | Q1 2026 | Apr 01, 2026 |
| STEPHENS INC /AR/ | History | New | 4,833 | 343 | 0.0% | — | 668 | +4,833 | New | Q1 2026 | Apr 28, 2026 |
| Meritas Wealth Management, LLC | History | No change | 4,814 | 342 | 0.15% | 0.16% | 669 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 4,765 | 338 | 0.24% | 0.24% | 670 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Claris Financial LLC | History | New | 4,751 | 337 | 0.18% | — | 671 | +4,751 | New | Q1 2026 | May 18, 2026 |
| Avant Financial Advisors LLC | History | No change | 4,704 | 334 | 0.23% | 0.24% | 672 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Oder Investment Management, LLC | History | Added to | 4,664 | 331 | 0.25% | 0.19% | 674 | +889 | 23.55% | Q1 2026 | May 05, 2026 |
| Francis Financial, Inc. | History | Reduced | 4,665 | 331 | 0.06% | 0.07% | 673 | -347 | -6.92% | Q1 2026 | May 07, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 4,740 | 330 | 0.02% | 0.02% | 675 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Argent Trust Co | History | Added to | 4,592 | 326 | 0.01% | 0.01% | 676 | +27 | 0.59% | Q1 2026 | May 13, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 4,583 | 325 | 0.02% | 0.02% | 677 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NorthRock Partners, LLC | History | Added to | 4,548 | 323 | 0.01% | 0.01% | 678 | +7 | 0.15% | Q1 2026 | May 15, 2026 |
| RKL Wealth Management LLC | History | No change | 4,453 | 316 | 0.03% | 0.03% | 679 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Abacus Planning Group, Inc. | History | New | 4,440 | 315 | 0.04% | — | 681 | +4,440 | New | Q1 2026 | Apr 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 4,434 | 315 | 0.02% | 0.02% | 680 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORDEN GROUP LLC | History | Added to | 4,425 | 314 | 0.03% | 0.03% | 683 | +6 | 0.14% | Q1 2026 | Apr 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 4,424 | 314 | 0.12% | 0.12% | 682 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 4,410 | 313 | 0.24% | 0.28% | 685 | -1,021 | -18.8% | Q1 2026 | Apr 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 4,409 | 313 | 0.01% | 0.01% | 684 | -16 | -0.36% | Q1 2026 | May 04, 2026 |
| Montis Financial, LLC | History | Reduced | 4,370 | 310 | 0.06% | 0.07% | 686 | -364 | -7.69% | Q1 2026 | May 11, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 4,444 | 309 | 0.1% | 0.1% | 687 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 4,335 | 308 | 0.04% | 0.04% | 688 | -283 | -6.13% | Q1 2026 | Apr 08, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 4,305 | 306 | 0.13% | 0.13% | 689 | +271 | 6.72% | Q1 2026 | May 01, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 4,269 | 303 | 0.03% | 0.04% | 690 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Summit Wealth Partners, LLC | History | No change | 4,270 | 303 | 0.05% | 0.05% | 691 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wick Capital Partners, LLC | History | No change | 4,246 | 302 | 0.06% | 0.05% | 692 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| American Financial Advisors, LLC | History | Added to | 4,182 | 297 | 0.04% | 0.04% | 693 | +7 | 0.17% | Q1 2026 | May 13, 2026 |
| Valued Wealth Advisors LLC | History | No change | 4,188 | 297 | 0.12% | 0.13% | 694 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Summit Asset Management, LLC | History | Reduced | 4,170 | 296 | 0.04% | 0.04% | 695 | -133 | -3.09% | Q1 2026 | May 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 4,157 | 295 | 0.0% | — | 696 | +4,157 | New | Q1 2026 | May 14, 2026 |
| Old Peak Finance LLC | History | Added to | 4,121 | 293 | 0.17% | 0.18% | 697 | +2 | 0.05% | Q1 2026 | Apr 24, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 4,093 | 291 | 0.27% | 0.23% | 699 | +490 | 13.6% | Q1 2026 | Apr 08, 2026 |
| GDS Wealth Management | History | No change | 4,099 | 291 | 0.02% | 0.02% | 698 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,061 | 288 | 0.0% | 0.0% | 700 | +116 | 2.94% | Q1 2026 | May 08, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 4,052 | 288 | 0.06% | 0.06% | 701 | +9 | 0.22% | Q1 2026 | Apr 21, 2026 |
| BOS Asset Management, LLC | History | Added to | 4,004 | 284 | 0.07% | 0.07% | 703 | +35 | 0.88% | Q1 2026 | Apr 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,996 | 284 | 0.0% | 0.0% | 702 | +6 | 0.15% | Q1 2026 | May 13, 2026 |
| Ridgewood Investments LLC | History | New | 3,979 | 283 | 0.12% | — | 704 | +3,979 | New | Q1 2026 | Apr 03, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 3,702 | 281 | 0.15% | 0.18% | 705 | -865 | -18.94% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Reduced | 3,920 | 278 | 0.01% | 0.01% | 706 | -2,657 | -40.4% | Q1 2026 | May 04, 2026 |
| Smith & Howard Wealth Management, LLC | History | New | 3,903 | 277 | 0.06% | — | 707 | +3,903 | New | Q1 2026 | Apr 27, 2026 |
| McCartney Wealth Management LLC | History | No change | 3,869 | 275 | 0.23% | 0.23% | 708 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Daytona Street Capital LLC | History | No change | 3,784 | 272 | 0.21% | 0.2% | 709 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 3,815 | 271 | 0.09% | 0.1% | 710 | -288 | -7.02% | Q1 2026 | Apr 22, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 3,803 | 270 | 0.21% | 0.21% | 711 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,756 | 267 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| North Capital, Inc. | History | Added to | 3,748 | 266 | 0.23% | 0.22% | 713 | +9 | 0.24% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,694 | 262 | 0.01% | 0.0% | 714 | +1,925 | 108.82% | Q1 2026 | May 15, 2026 |
| Gutierrez Wealth Advisory, LLC | History | New | 3,663 | 260 | 0.16% | — | 715 | +3,663 | New | Q1 2026 | Apr 21, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 3,628 | 258 | 0.13% | 0.15% | 717 | -472 | -11.51% | Q1 2026 | Apr 21, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 3,362 | 258 | 0.11% | 0.11% | 716 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 3,602 | 256 | 0.24% | — | 719 | +3,602 | New | Q1 2026 | May 14, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 3,600 | 256 | 0.02% | 0.02% | 718 | -90 | -2.44% | Q1 2026 | Apr 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 3,562 | 253 | 0.1% | 0.1% | 722 | +9 | 0.25% | Q1 2026 | Apr 29, 2026 |
| PDS Planning, Inc | History | Added to | 3,567 | 253 | 0.02% | 0.02% | 720 | +8 | 0.22% | Q1 2026 | Apr 21, 2026 |
| Bison Wealth, LLC | History | Added to | 3,311 | 253 | 0.02% | 0.03% | 721 | +3 | 0.09% | Q1 2026 | May 15, 2026 |
| West Wealth Group, LLC | History | Added to | 3,516 | 250 | 0.05% | 0.04% | 723 | +545 | 18.34% | Q1 2026 | May 11, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 3,514 | 249 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aspirean Wealth, LLC | History | Added to | 3,486 | 248 | 0.27% | 0.26% | 725 | +6 | 0.17% | Q1 2026 | May 13, 2026 |
| Trust Point Inc. | History | New | 3,472 | 246 | 0.02% | — | 727 | +3,472 | New | Q1 2026 | Apr 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 3,469 | 246 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Family Investment Center, Inc. | History | No change | 3,448 | 245 | 0.05% | 0.05% | 728 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Busey Bank | History | Reduced | 3,431 | 244 | 0.01% | 0.01% | 731 | -68 | -1.94% | Q1 2026 | Apr 28, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 3,444 | 244 | 0.01% | 0.01% | 729 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 3,440 | 244 | 0.02% | 0.02% | 730 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,436 | 244 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 3,436 | 244 | 0.03% | 0.04% | 733 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 3,395 | 241 | 0.0% | — | 734 | +3,395 | New | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,378 | 240 | 0.01% | 0.01% | 735 | +201 | 6.33% | Q1 2026 | May 12, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 3,350 | 238 | 0.19% | 0.18% | 736 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 3,339 | 237 | 0.01% | 0.01% | 737 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 3,330 | 236 | 0.04% | 0.04% | 738 | -140 | -4.03% | Q1 2026 | May 04, 2026 |
| Elevated Financial Group LLC | History | Reduced | 3,305 | 235 | 0.08% | 0.09% | 739 | -433 | -11.58% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 3,298 | 234 | 0.02% | 0.03% | 740 | -538 | -14.03% | Q1 2026 | Apr 16, 2026 |
| Synergy Investment Management, LLC | History | No change | 3,300 | 234 | 0.08% | 0.08% | 741 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 3,280 | 233 | 0.02% | 0.02% | 742 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | No change | 3,282 | 233 | 0.03% | 0.03% | 743 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Silver Coast Investments LLC | History | New | 3,269 | 232 | 0.07% | — | 744 | +3,269 | New | Q1 2026 | Apr 22, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 3,232 | 229 | 0.22% | 0.21% | 746 | -25 | -0.77% | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | Added to | 3,228 | 229 | 0.05% | 0.05% | 745 | +7 | 0.22% | Q1 2026 | May 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 3,210 | 228 | 0.08% | 0.07% | 747 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 3,185 | 226 | 0.02% | 0.01% | 748 | +54 | 1.72% | Q1 2026 | May 06, 2026 |
| E-Wealth Partners, LLC | History | No change | 3,252 | 226 | 0.19% | 0.19% | 749 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| MBL Wealth, LLC | History | No change | 3,139 | 223 | 0.02% | 0.02% | 750 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | No change | 3,146 | 223 | 0.02% | 0.02% | 751 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO | History | No change | 3,088 | 222 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 3,116 | 221 | 0.01% | 0.0% | 753 | +2,865 | 1141.43% | Q1 2026 | May 05, 2026 |
| Arista Wealth Management, LLC | History | No change | 3,109 | 221 | 0.03% | 0.03% | 754 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Eldridge Investment Advisors, Inc. | History | New | 3,094 | 220 | 0.05% | — | 755 | +3,094 | New | Q1 2026 | May 11, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 3,066 | 218 | 0.12% | 0.13% | 757 | -120 | -3.77% | Q1 2026 | Apr 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,071 | 218 | 0.01% | 0.01% | 756 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 3,075 | 218 | 0.02% | 0.02% | 758 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Oath Planning, LLC | History | Added to | 3,062 | 217 | 0.19% | 0.21% | 761 | +7 | 0.23% | Q1 2026 | May 08, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 3,060 | 217 | 0.13% | 0.14% | 760 | +4 | 0.13% | Q1 2026 | May 12, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 3,062 | 217 | 0.06% | 0.05% | 759 | +3 | 0.1% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | No change | 3,043 | 216 | 0.01% | 0.01% | 762 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 3,014 | 215 | 0.17% | 0.2% | 763 | +6 | 0.2% | Q1 2026 | Apr 02, 2026 |
| Annandale Capital, LLC | History | Added to | 3,004 | 214 | 0.03% | 0.02% | 764 | +107 | 3.69% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,001 | 213 | 0.0% | 0.0% | 765 | +120 | 4.17% | Q1 2026 | Apr 07, 2026 |
| Lantz Financial LLC | History | No change | 3,004 | 213 | 0.04% | 0.04% | 766 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,986 | 212 | 0.01% | 0.01% | 767 | -883 | -22.82% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 2,978 | 211 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Retirement Planning Group, LLC | History | New | 2,958 | 210 | 0.01% | — | 770 | +2,958 | New | Q1 2026 | May 04, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 2,964 | 210 | 0.26% | 0.22% | 769 | -20 | -0.67% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 2,952 | 209 | 0.0% | 0.0% | 771 | +1,001 | 51.31% | Q1 2026 | May 06, 2026 |
| Ellenbecker Investment Group | History | Reduced | 2,932 | 208 | 0.03% | 0.04% | 772 | -753 | -20.43% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,923 | 207 | 0.0% | 0.0% | 773 | +122 | 4.36% | Q1 2026 | May 11, 2026 |
| Madrona Financial Services, LLC | History | No change | 2,899 | 206 | 0.05% | 0.04% | 774 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | New | 2,886 | 205 | 0.04% | — | 776 | +2,886 | New | Q1 2026 | Apr 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 2,894 | 205 | 0.04% | 0.06% | 775 | -1,085 | -27.27% | Q1 2026 | Apr 15, 2026 |
| Inspire Advisors, LLC | History | New | 2,870 | 204 | 0.02% | — | 778 | +2,870 | New | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 2,870 | 204 | 0.01% | 0.01% | 777 | -577 | -16.74% | Q1 2026 | May 08, 2026 |
| WealthSpring Partners, LLC | History | New | 2,866 | 203 | 0.19% | — | 779 | +2,866 | New | Q1 2026 | Apr 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,852 | 202 | 0.01% | 0.01% | 780 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,912 | 202 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,833 | 201 | 0.0% | 0.0% | 782 | -433 | -13.26% | Q1 2026 | May 05, 2026 |
| Bragg Financial Advisors, Inc | History | New | 2,820 | 200 | 0.01% | — | 783 | +2,820 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,767 | 196 | 0.0% | 0.0% | 784 | +2,300 | 492.51% | Q1 2026 | May 13, 2026 |
| Kennebec Savings Bank | History | Reduced | 2,744 | 195 | 0.18% | 0.17% | 785 | -44 | -1.58% | Q1 2026 | Apr 17, 2026 |
| Red Tortoise LLC | History | No change | 2,689 | 191 | 0.08% | 0.08% | 786 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,635 | 187 | 0.07% | 0.07% | 787 | +4 | 0.15% | Q1 2026 | May 01, 2026 |
| Forum Finance Group S.A. | History | New | 3,101 | 179 | 0.1% | — | 788 | +3,101 | New | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,361 | 167 | 0.0% | — | 789 | +2,361 | New | Q1 2026 | May 11, 2026 |
| Newton One Investments LLC | History | Added to | 2,319 | 164 | 0.04% | 0.05% | 790 | +2 | 0.09% | Q1 2026 | Apr 24, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 2,326 | 162 | 0.25% | 0.25% | 791 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | No change | 2,302 | 160 | 0.09% | 0.09% | 792 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,243 | 159 | 0.0% | 0.0% | 793 | -44 | -1.92% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 2,142 | 152 | 0.0% | 0.0% | 794 | -272 | -11.27% | Q1 2026 | Apr 30, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 2,131 | 151 | 0.02% | 0.02% | 795 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2,052 | 145 | 0.03% | 0.01% | 796 | +1,152 | 128.0% | Q1 2026 | May 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,842 | 131 | 0.02% | 0.02% | 797 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Align Financial, LLC | History | Reduced | 1,759 | 125 | 0.07% | 0.07% | 798 | -120,825 | -98.57% | Q1 2026 | May 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,720 | 122 | 0.06% | 0.06% | 799 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aspect Partners, LLC | History | No change | 1,706 | 121 | 0.05% | 0.05% | 800 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 1,688 | 120 | 0.07% | 0.07% | 801 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,649 | 117 | 0.03% | 0.04% | 802 | -285 | -14.74% | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,587 | 112 | 0.01% | 0.01% | 803 | -161 | -9.21% | Q1 2026 | Apr 29, 2026 |
| Fairman Group, LLC | History | Added to | 1,572 | 111 | 0.09% | 0.09% | 805 | +4 | 0.26% | Q1 2026 | Apr 23, 2026 |
| Sawyer & Company, Inc | History | No change | 1,565 | 111 | 0.04% | 0.04% | 804 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,517 | 107 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,518 | 107 | 0.01% | 0.01% | 807 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 1,486 | 105 | 0.06% | 0.01% | 810 | +1,293 | 669.95% | Q1 2026 | May 07, 2026 |
| BOKF, NA | History | Reduced | 1,483 | 105 | 0.0% | 0.0% | 808 | -1,189 | -44.5% | Q1 2026 | May 08, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,480 | 105 | 0.02% | 0.02% | 809 | +2 | 0.14% | Q1 2026 | Apr 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,429 | 101 | 0.0% | — | 811 | +1,429 | New | Q1 2026 | May 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 1,419 | 100 | 0.0% | — | 812 | +1,419 | New | Q1 2026 | Apr 16, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,285 | 91 | 0.07% | 0.08% | 813 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trust Co | History | Added to | 1,204 | 85 | 0.01% | 0.01% | 814 | +373 | 44.89% | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | Added to | 1,185 | 84 | 0.02% | 0.02% | 815 | +125 | 11.79% | Q1 2026 | Apr 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,165 | 81 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 1,136 | 80 | 0.02% | 0.02% | 817 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hilltop National Bank | History | No change | 1,109 | 78 | 0.02% | 0.02% | 818 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Parvin Asset Management, LLC | History | No change | 1,100 | 78 | 0.06% | 0.06% | 819 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,070 | 76 | 0.01% | 0.01% | 820 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,017 | 72 | 0.02% | 0.03% | 822 | -90 | -8.13% | Q1 2026 | Apr 24, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,021 | 72 | 0.03% | 0.03% | 821 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,000 | 71 | 0.0% | — | 823 | +1,000 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,019 | 70 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 950 | 67 | 0.0% | 0.0% | 825 | -150 | -13.64% | Q1 2026 | May 07, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 958 | 66 | 0.05% | 0.05% | 826 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 918 | 65 | 0.0% | 0.0% | 827 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Basepoint Wealth LLC | History | New | 903 | 64 | 0.04% | — | 829 | +903 | New | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 913 | 64 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 890 | 63 | 0.03% | — | 830 | +890 | New | Q1 2026 | Apr 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 862 | 61 | 0.01% | 0.02% | 831 | -47 | -5.17% | Q1 2026 | May 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 854 | 60 | 0.02% | 0.02% | 832 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Urban Financial Advisory Corp | History | No change | 839 | 59 | 0.02% | 0.02% | 833 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clark Wealth Partners | History | No change | 842 | 59 | 0.04% | 0.04% | 834 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 778 | 55 | 0.03% | 0.03% | 835 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 780 | 55 | 0.04% | 0.04% | 836 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 750 | 53 | 0.04% | 0.04% | 837 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 746 | 53 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 734 | 52 | 0.0% | 0.0% | 839 | +145 | 24.62% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 728 | 52 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pacific Center for Financial Services | History | No change | 736 | 52 | 0.01% | 0.01% | 841 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 735 | 52 | 0.01% | 0.01% | 842 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 755 | 52 | 0.01% | 0.01% | 843 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 718 | 51 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 714 | 50 | 0.04% | 0.08% | 845 | -665 | -48.22% | Q1 2026 | May 11, 2026 |
| Grove Bank & Trust | History | Added to | 700 | 49 | 0.01% | 0.0% | 846 | +235 | 50.54% | Q1 2026 | Apr 08, 2026 |
| BankChampaign, National Association | History | Reduced | 683 | 48 | 0.05% | 0.05% | 848 | -4,376 | -86.5% | Q1 2026 | May 21, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 675 | 48 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 657 | 46 | 0.0% | — | 849 | +657 | New | Q1 2026 | May 13, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 641 | 45 | 0.03% | — | 850 | +641 | New | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 614 | 43 | 0.0% | 0.0% | 851 | -5 | -0.81% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 605 | 43 | 0.01% | 0.01% | 852 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Walsh & Associates, LLC | History | No change | 600 | 42 | 0.04% | 0.04% | 853 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 585 | 41 | 0.01% | 0.01% | 854 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 537 | 38 | 0.0% | — | 855 | +537 | New | Q1 2026 | Apr 29, 2026 |
| Vestwell Advisors, LLC | History | New | 526 | 37 | 0.01% | — | 856 | +526 | New | Q1 2026 | May 18, 2026 |
| IFG Advisory, LLC | History | Reduced | 500 | 35 | 0.1% | 0.05% | 857 | -16,640 | -97.08% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 466 | 33 | 0.0% | — | 859 | +466 | New | Q1 2026 | May 08, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 438 | 33 | 0.03% | 0.03% | 858 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 415 | 29 | 0.02% | 0.02% | 860 | +75 | 22.06% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 387 | 27 | 0.0% | — | 862 | +387 | New | Q1 2026 | Apr 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 383 | 27 | 0.0% | 0.0% | 861 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| City State Bank | History | Added to | 375 | 26 | 0.01% | 0.01% | 864 | +100 | 36.36% | Q1 2026 | Apr 20, 2026 |
| Gleason Group, Inc. | History | Added to | 377 | 26 | 0.0% | 0.0% | 863 | +1 | 0.27% | Q1 2026 | May 04, 2026 |
| ORG Partners LLC | History | No change | 387 | 26 | 0.0% | 0.0% | 865 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 372 | 26 | 0.0% | 0.0% | 866 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SouthState Bank Corp | History | Reduced | 357 | 25 | 0.0% | 0.0% | 867 | -309 | -46.4% | Q1 2026 | May 05, 2026 |
| HOWE & RUSLING INC | History | No change | 353 | 25 | 0.0% | 0.0% | 868 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 370 | 25 | 0.0% | 0.0% | 869 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Creative Capital Management Investments LLC | History | No change | 343 | 24 | 0.01% | 0.01% | 870 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| American Capital Advisory, LLC | History | No change | 350 | 24 | 0.01% | 0.01% | 871 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wall Street Financial Group, Inc. | History | New | 310 | 22 | 0.01% | — | 875 | +310 | New | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 304 | 22 | 0.0% | 0.0% | 873 | +176 | 137.5% | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 312 | 22 | 0.0% | 0.0% | 872 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 312 | 22 | 0.01% | 0.01% | 874 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 309 | 21 | 0.01% | — | 877 | +309 | New | Q1 2026 | May 13, 2026 |
| Transce3nd, LLC | History | No change | 296 | 21 | 0.19% | 0.17% | 876 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | No change | 290 | 20 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 268 | 19 | 0.0% | 0.0% | 881 | +167 | 165.35% | Q1 2026 | Apr 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 254 | 19 | 0.0% | 0.0% | 879 | +1 | 0.4% | Q1 2026 | May 06, 2026 |
| United Community Bank | History | No change | 270 | 19 | 0.01% | 0.01% | 880 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 255 | 18 | 0.01% | — | 883 | +255 | New | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | No change | 254 | 18 | 0.0% | 0.0% | 882 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 227 | 16 | 0.01% | 0.0% | 884 | +80 | 54.42% | Q1 2026 | May 07, 2026 |
| Westside Investment Management, Inc. | History | Added to | 200 | 14 | 0.0% | 0.0% | 885 | +103 | 106.19% | Q1 2026 | May 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 195 | 13 | 0.01% | 0.01% | 886 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 113 | 8 | 0.0% | 0.0% | 887 | -1,241 | -91.65% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 118 | 8 | 0.0% | 0.0% | 888 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 126 | 8 | 0.01% | 0.01% | 889 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | No change | 103 | 7 | 0.0% | 0.0% | 890 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Truvestments Capital LLC | History | Added to | 87 | 6 | 0.0% | 0.0% | 891 | +1 | 1.16% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | New | 67 | 4 | 0.0% | — | 892 | +67 | New | Q1 2026 | May 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 893 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 35 | 2 | 0.0% | — | 894 | +25 | 250.0% | Q1 2026 | Apr 13, 2026 |
| Bangor Savings Bank | History | No change | 40 | 2 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 19 | 1 | 0.0% | — | 897 | +10 | 111.11% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | No change | 15 | 1 | 0.0% | 0.0% | 896 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -134,359 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -26,193 | -100.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -21,227 | -100.0% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,085 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,001 | -100.0% | Q1 2026 | May 01, 2026 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.08% | — | -16,065 | -100.0% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,589 | -100.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,400 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,912 | -100.0% | Q1 2026 | May 12, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,595 | -100.0% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,868 | -100.0% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,321 | -100.0% | Q1 2026 | May 14, 2026 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,152 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,821 | -100.0% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,765 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,960 | -100.0% | Q1 2026 | May 13, 2026 |
| MAYPORT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,930 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Vestment Financial LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,837 | -100.0% | Q1 2026 | May 01, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,804 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,433 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,916 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,186 | -100.0% | Q1 2026 | May 04, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,015 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 22, 2026 |