Dimensional ETF Trust - DFIV
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 31,175,901 | 1,645,463 | 1.01% | 0.93% | 1 | +1,712,948 | 5.81% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,261,639 | 1,174,969 | 1.74% | 1.64% | 2 | +738,073 | 3.43% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,455,753 | 868,534 | 0.5% | 0.42% | 3 | +981,517 | 6.34% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 13,542,022 | 714,865 | 0.8% | 0.79% | 4 | -281,444 | -2.04% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 8,757,746 | 462,233 | 2.23% | 2.44% | 5 | +168,287 | 1.96% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,226,755 | 381,428 | 1.88% | 1.58% | 6 | +1,127,902 | 18.49% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,220,415 | 381,093 | 0.05% | 0.05% | 7 | -17,146 | -0.24% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,055,401 | 319,557 | 3.22% | 3.53% | 8 | +280,730 | 4.86% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,442,896 | 286,936 | 0.41% | 0.31% | 9 | +744,119 | 15.84% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,749,743 | 250,691 | 0.08% | 0.06% | 10 | +966,804 | 25.56% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,187,745 | 221,029 | 0.06% | 0.06% | 11 | +406,670 | 10.76% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,020,264 | 214,400 | 2.02% | 1.73% | 12 | +783,668 | 24.21% | Q1 2026 | Apr 07, 2026 |
| Kestra Investment Management, LLC | History | Added to | 4,025,407 | 212,461 | 3.66% | 2.98% | 13 | +1,582,882 | 64.81% | Q1 2026 | May 11, 2026 |
| Plancorp, LLC | History | Added to | 3,664,235 | 201,972 | 5.74% | 5.39% | 14 | +93,115 | 2.61% | Q1 2026 | Apr 14, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 3,550,562 | 187,398 | 8.43% | 8.36% | 15 | -20,811 | -0.58% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 3,414,821 | 180,234 | 0.12% | 0.12% | 16 | -16,842 | -0.49% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,398,047 | 179,348 | 0.01% | 0.01% | 17 | +862,423 | 34.01% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,368,869 | 177,809 | 0.19% | 0.19% | 18 | -92,854 | -2.68% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 3,212,707 | 169,567 | 0.24% | 0.22% | 19 | +135,223 | 4.39% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Reduced | 2,931,247 | 154,711 | 4.6% | 4.68% | 20 | -171,334 | -5.52% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,647,604 | 135,665 | 0.07% | 0.05% | 21 | +863,679 | 48.41% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,333,518 | 123,163 | 0.03% | 0.03% | 22 | +127,123 | 5.76% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 2,233,998 | 117,910 | 1.41% | 1.32% | 23 | -45,763 | -2.01% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,146,371 | 113,285 | 0.01% | 0.01% | 24 | +846,371 | 65.11% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 2,120,771 | 111,934 | 0.02% | 0.02% | 25 | +233,732 | 12.39% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Added to | 1,895,167 | 105,314 | 1.56% | 1.13% | 26 | +749,318 | 65.39% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Added to | 1,864,900 | 98,429 | 0.1% | 0.09% | 27 | +190,680 | 11.39% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 1,785,481 | 94,237 | 1.63% | 1.61% | 28 | -22,311 | -1.23% | Q1 2026 | May 04, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,779,613 | 93,927 | 3.64% | 3.58% | 29 | +46,834 | 2.7% | Q1 2026 | May 07, 2026 |
| Team Hewins, LLC | History | Added to | 1,761,273 | 92,959 | 27.62% | 28.29% | 30 | +1,829 | 0.1% | Q1 2026 | Apr 30, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 1,602,043 | 88,304 | 7.95% | 7.71% | 31 | -9,001 | -0.56% | Q1 2026 | Apr 29, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 1,611,107 | 85,034 | 4.52% | 4.48% | 32 | -18,102 | -1.11% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Added to | 1,472,743 | 77,731 | 0.95% | 0.91% | 33 | +46,460 | 3.26% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,463,439 | 77,240 | 0.01% | 0.01% | 34 | +108,705 | 8.02% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,403,292 | 74,065 | 0.39% | 0.45% | 35 | +118,046 | 9.18% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,402,336 | 74,015 | 3.97% | 3.73% | 36 | +15,558 | 1.12% | Q1 2026 | Apr 08, 2026 |
| Wealth Management Nebraska | History | Added to | 1,328,121 | 70,098 | 7.1% | 7.26% | 37 | +55,494 | 4.36% | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Added to | 1,259,446 | 66,473 | 4.53% | 5.25% | 38 | +10,524 | 0.84% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,245,125 | 65,717 | 0.37% | 0.36% | 39 | -41,238 | -3.21% | Q1 2026 | Apr 30, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Reduced | 1,242,941 | 65,602 | 29.45% | 28.04% | 40 | -24,674 | -1.95% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,196,765 | 63,643 | 0.13% | 0.14% | 41 | -822,672 | -40.74% | Q1 2026 | Apr 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 1,149,077 | 60,648 | 4.12% | 4.03% | 42 | -22,884 | -1.95% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 1,120,300 | 59,129 | 3.65% | 3.48% | 43 | -27,231 | -2.37% | Q1 2026 | Apr 29, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 1,119,781 | 59,102 | 5.41% | 5.39% | 44 | -4,164 | -0.37% | Q1 2026 | Apr 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 1,084,979 | 57,265 | 1.78% | 1.43% | 45 | +175,603 | 19.31% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 1,079,191 | 56,959 | 0.15% | 0.13% | 46 | +112,185 | 11.6% | Q1 2026 | May 14, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 1,077,890 | 56,891 | 4.2% | 3.82% | 47 | -14,949 | -1.37% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,083,909 | 55,680 | 2.01% | 1.46% | 48 | +312,545 | 40.52% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Reduced | 1,017,209 | 53,698 | 1.68% | 2.24% | 49 | -15,752 | -1.52% | Q1 2026 | Apr 21, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,010,586 | 53,338 | 3.57% | 3.01% | 50 | +346,617 | 52.2% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,007,846 | 53,194 | 0.01% | 0.01% | 51 | +321,032 | 46.74% | Q1 2026 | May 11, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 846,737 | 46,841 | 4.2% | 4.11% | 52 | -4,982 | -0.58% | Q1 2026 | Apr 20, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 886,759 | 46,803 | 8.97% | 8.68% | 53 | +28,041 | 3.27% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | Added to | 872,659 | 46,058 | 2.13% | 2.1% | 54 | +47,365 | 5.74% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 852,136 | 44,966 | 0.05% | 0.05% | 55 | +86,721 | 11.33% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 896,241 | 44,722 | 2.17% | 2.11% | 56 | -1,628 | -0.18% | Q1 2026 | Apr 08, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 833,500 | 43,992 | 2.09% | 2.12% | 57 | -10,198 | -1.21% | Q1 2026 | May 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 791,320 | 41,762 | 5.54% | 5.58% | 58 | +74,115 | 10.33% | Q1 2026 | Apr 08, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 768,451 | 40,558 | 9.94% | 10.22% | 59 | +72,273 | 10.38% | Q1 2026 | Apr 13, 2026 |
| Wealth Architects, LLC | History | Reduced | 725,927 | 38,314 | 3.42% | 3.3% | 60 | -7,634 | -1.04% | Q1 2026 | May 15, 2026 |
| Premier Financial Group | History | Reduced | 705,161 | 37,770 | 6.43% | 9.24% | 61 | -4,163 | -0.59% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 756,132 | 37,730 | 0.24% | 0.2% | 62 | +159,412 | 26.71% | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | Added to | 713,549 | 37,661 | 1.81% | 0.88% | 63 | +353,535 | 98.2% | Q1 2026 | Apr 09, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 704,008 | 37,157 | 4.92% | 4.92% | 64 | -28,607 | -3.9% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 732,975 | 36,575 | 0.72% | 0.72% | 65 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 689,853 | 36,410 | 1.37% | 1.26% | 66 | -73,218 | -9.6% | Q1 2026 | Apr 21, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 684,218 | 36,113 | 0.69% | 0.65% | 67 | -4,809 | -0.7% | Q1 2026 | May 01, 2026 |
| Planning Center, Inc. | History | Reduced | 673,881 | 35,567 | 3.6% | 3.81% | 68 | -73,006 | -9.77% | Q1 2026 | Apr 28, 2026 |
| Hudock, Inc. | History | Added to | 663,381 | 35,013 | 5.15% | 3.65% | 69 | +166,557 | 33.52% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 663,299 | 35,008 | 0.05% | 0.04% | 70 | -3,053 | -0.46% | Q1 2026 | Apr 27, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 662,168 | 34,949 | 9.95% | 9.23% | 71 | +518 | 0.08% | Q1 2026 | Apr 07, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 632,114 | 33,362 | 7.32% | 5.2% | 72 | +158,224 | 33.39% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 607,270 | 32,051 | 4.25% | 4.12% | 73 | +23,353 | 4.0% | Q1 2026 | Apr 13, 2026 |
| Quent Capital, LLC | History | Added to | 596,056 | 31,459 | 2.23% | 2.04% | 74 | +29,320 | 5.17% | Q1 2026 | Apr 28, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 596,017 | 31,457 | 4.38% | 3.89% | 75 | +43,555 | 7.88% | Q1 2026 | May 13, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 593,757 | 31,338 | 3.46% | 3.56% | 76 | -6,332 | -1.06% | Q1 2026 | May 12, 2026 |
| M Holdings Securities, Inc. | History | Added to | 595,886 | 31,129 | 2.1% | 1.76% | 77 | +101,987 | 20.65% | Q1 2026 | May 12, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 585,418 | 30,898 | 5.56% | 5.49% | 78 | -2,300 | -0.39% | Q1 2026 | May 06, 2026 |
| SACHEM HILL LLC | History | Reduced | 573,203 | 30,253 | 5.86% | 5.74% | 79 | -18,920 | -3.2% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 585,672 | 30,086 | 0.0% | 0.0% | 80 | +33,602 | 6.09% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 564,454 | 29,791 | 0.05% | 0.03% | 81 | +219,118 | 63.45% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 552,214 | 29,146 | 0.37% | 0.26% | 82 | +132,819 | 31.67% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 532,513 | 28,106 | 0.05% | 0.05% | 83 | +5,598 | 1.06% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 518,438 | 27,363 | 0.11% | 0.11% | 84 | -1,285 | -0.25% | Q1 2026 | May 14, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 508,589 | 26,843 | 1.19% | 1.17% | 85 | -11,587 | -2.23% | Q1 2026 | Apr 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 486,448 | 25,674 | 0.1% | 0.08% | 86 | +76,961 | 18.79% | Q1 2026 | Apr 30, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 483,191 | 25,502 | 0.17% | 0.17% | 87 | +3,405 | 0.71% | Q1 2026 | May 07, 2026 |
| Financially in Tune, LLC | History | Added to | 447,138 | 23,599 | 20.29% | 19.45% | 88 | +29,608 | 7.09% | Q1 2026 | Apr 22, 2026 |
| COWA, LLC | History | Added to | 443,679 | 23,417 | 6.32% | 5.53% | 89 | +79,205 | 21.73% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Added to | 441,858 | 23,321 | 4.39% | 4.23% | 90 | +49,199 | 12.53% | Q1 2026 | Apr 20, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 439,261 | 23,184 | 9.23% | 9.17% | 91 | -11,166 | -2.48% | Q1 2026 | Apr 24, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 424,833 | 22,422 | 12.09% | 12.27% | 92 | -8,417 | -1.94% | Q1 2026 | May 15, 2026 |
| Prism Advisors, Inc. | History | Reduced | 417,363 | 22,028 | 5.88% | 5.74% | 93 | -13,892 | -3.22% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 408,490 | 21,560 | 0.06% | 0.05% | 94 | +32,512 | 8.65% | Q1 2026 | May 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 403,522 | 21,297 | 1.87% | 1.84% | 95 | -19,454 | -4.6% | Q1 2026 | May 12, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 403,315 | 21,286 | 2.08% | 1.93% | 96 | +9,950 | 2.53% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 402,729 | 21,256 | 0.01% | 0.01% | 97 | +82,721 | 25.85% | Q1 2026 | May 15, 2026 |
| Disciplined Equity Management, Inc. | History | Reduced | 399,817 | 21,102 | 10.6% | 10.76% | 98 | -16,193 | -3.89% | Q1 2026 | Apr 28, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 397,188 | 20,963 | 5.83% | 6.01% | 99 | -620 | -0.16% | Q1 2026 | Apr 24, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 387,218 | 20,437 | 8.21% | 8.46% | 100 | -27,890 | -6.72% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 387,022 | 20,427 | 0.03% | 0.02% | 101 | +22,829 | 6.27% | Q1 2026 | Apr 27, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 367,348 | 20,413 | 1.41% | 1.56% | 102 | -60,256 | -14.09% | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | Reduced | 386,221 | 20,384 | 1.81% | 1.56% | 103 | -1,448 | -0.37% | Q1 2026 | Apr 30, 2026 |
| Navigoe, LLC | History | Reduced | 384,561 | 20,297 | 11.99% | 12.0% | 104 | -5,123 | -1.31% | Q1 2026 | May 01, 2026 |
| Embree Financial Group | History | Added to | 382,407 | 20,183 | 2.38% | 2.32% | 105 | +2,877 | 0.76% | Q1 2026 | Apr 23, 2026 |
| Forum Financial Management, LP | History | Reduced | 376,732 | 19,883 | 0.28% | 0.25% | 106 | -6,125 | -1.6% | Q1 2026 | Apr 23, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 374,794 | 19,778 | 9.29% | 9.22% | 107 | +23,050 | 6.55% | Q1 2026 | Apr 14, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 373,279 | 19,701 | 3.11% | 3.02% | 108 | -15,725 | -4.04% | Q1 2026 | Apr 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 364,874 | 19,258 | 0.14% | 0.13% | 109 | +7,560 | 2.12% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 364,862 | 19,258 | 0.51% | 0.51% | 110 | +6,323 | 1.76% | Q1 2026 | May 14, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 364,439 | 19,235 | 5.42% | 5.13% | 111 | -14,657 | -3.87% | Q1 2026 | Apr 15, 2026 |
| McLean Asset Management Corp | History | Reduced | 358,292 | 18,910 | 3.31% | 3.33% | 112 | -2,430 | -0.67% | Q1 2026 | Apr 22, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 358,252 | 18,908 | 5.66% | 5.6% | 113 | -10,245 | -2.78% | Q1 2026 | Apr 10, 2026 |
| VeraBank, N.A. | History | Added to | 344,701 | 18,193 | 3.33% | 2.61% | 114 | +57,548 | 20.04% | Q1 2026 | May 11, 2026 |
| Shearwater Capital LLC | History | Reduced | 342,478 | 18,075 | 9.48% | 9.82% | 115 | -405 | -0.12% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 341,423 | 18,021 | 0.03% | 0.03% | 116 | -69,878 | -16.99% | Q1 2026 | May 15, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 337,627 | 17,819 | 8.06% | 7.95% | 117 | +6,561 | 1.98% | Q1 2026 | Apr 09, 2026 |
| Penserra Capital Management LLC | History | New | 337,549 | 17,815 | 0.21% | — | 118 | +337,549 | New | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 333,880 | 17,622 | 0.05% | 0.04% | 119 | +45,109 | 15.62% | Q1 2026 | Apr 30, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 331,984 | 17,522 | 2.7% | 2.7% | 120 | -3,887 | -1.16% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 331,339 | 17,488 | 0.03% | 0.03% | 121 | -2,143 | -0.64% | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 330,167 | 17,426 | 4.04% | 3.63% | 122 | -6,210 | -1.85% | Q1 2026 | Apr 27, 2026 |
| B&D White Capital Company, LLC | History | Added to | 326,700 | 17,243 | 2.13% | 1.49% | 123 | +69,517 | 27.03% | Q1 2026 | May 13, 2026 |
| Disciplined Investments, LLC | History | Added to | 322,412 | 17,016 | 6.11% | 6.03% | 124 | +8,136 | 2.59% | Q1 2026 | May 12, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 321,345 | 16,960 | 6.63% | 6.75% | 125 | -18,314 | -5.39% | Q1 2026 | Apr 20, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 320,867 | 16,935 | 5.89% | 5.7% | 126 | -11,508 | -3.46% | Q1 2026 | May 01, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 318,048 | 16,786 | 4.45% | 4.37% | 127 | -3,466 | -1.08% | Q1 2026 | May 05, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 308,128 | 16,262 | 4.82% | 4.8% | 128 | -10,771 | -3.38% | Q1 2026 | May 06, 2026 |
| Invst, LLC | History | Reduced | 303,916 | 16,040 | 1.81% | 1.77% | 129 | -22,620 | -6.93% | Q1 2026 | May 13, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 287,126 | 15,809 | 3.68% | 3.61% | 130 | +1,917 | 0.67% | Q1 2026 | Apr 10, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 297,465 | 15,700 | 2.02% | — | 131 | +297,465 | New | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 297,184 | 15,685 | 0.06% | 0.07% | 132 | -53,841 | -15.34% | Q1 2026 | May 11, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 292,069 | 15,415 | 10.39% | 10.22% | 133 | -6,733 | -2.25% | Q1 2026 | Apr 16, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 291,996 | 15,411 | 7.71% | 7.8% | 134 | +32,274 | 12.43% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 290,721 | 15,344 | 0.12% | 0.16% | 135 | +25,442 | 9.59% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 289,327 | 15,270 | 0.01% | 0.01% | 136 | +10,509 | 3.77% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 289,269 | 15,267 | 0.11% | 0.03% | 137 | +215,539 | 292.34% | Q1 2026 | Apr 15, 2026 |
| Fonville Wealth Management LLC | History | Added to | 288,772 | 15,241 | 2.9% | 2.81% | 138 | +13,625 | 4.95% | Q1 2026 | Apr 20, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 304,220 | 15,180 | 8.85% | 8.85% | 139 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 287,414 | 15,169 | 3.91% | 3.98% | 140 | -16,597 | -5.46% | Q1 2026 | May 01, 2026 |
| KM Capital Management Ltd. | History | Reduced | 262,925 | 14,631 | 9.84% | 7.41% | 141 | -27,698 | -9.53% | Q1 2026 | May 15, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 269,865 | 14,243 | 2.1% | 1.98% | 142 | +2,647 | 0.99% | Q1 2026 | May 05, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 264,582 | 13,964 | 9.74% | 9.71% | 143 | -2,025 | -0.76% | Q1 2026 | Apr 16, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 261,264 | 13,789 | 6.73% | 6.57% | 144 | -7,942 | -2.95% | Q1 2026 | May 14, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 257,587 | 13,731 | 4.17% | 4.38% | 145 | -19,598 | -7.07% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 251,561 | 13,277 | 0.59% | 0.45% | 146 | +51,125 | 25.51% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 246,339 | 13,001 | 1.42% | 1.51% | 147 | -4,905 | -1.95% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 243,706 | 12,862 | 0.34% | 0.4% | 148 | -3,161 | -1.28% | Q1 2026 | May 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 243,563 | 12,855 | 8.11% | 7.81% | 149 | +14,651 | 6.4% | Q1 2026 | May 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 241,227 | 12,731 | 1.21% | 1.2% | 150 | -2,743 | -1.12% | Q1 2026 | May 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 239,993 | 12,666 | 1.76% | 3.27% | 151 | -1,888 | -0.78% | Q1 2026 | May 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 237,577 | 12,539 | 1.35% | 1.3% | 152 | -2,406 | -1.0% | Q1 2026 | Apr 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 236,652 | 12,490 | 1.0% | 1.0% | 153 | -6,742 | -2.77% | Q1 2026 | May 15, 2026 |
| Aurdan Capital Management, LLC | History | New | 233,625 | 12,330 | 3.7% | — | 154 | +233,625 | New | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 227,168 | 11,989 | 0.22% | 0.16% | 155 | +58,991 | 35.08% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 225,485 | 11,901 | 0.0% | 0.0% | 156 | +14,439 | 6.84% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 232,118 | 11,582 | 3.92% | 3.92% | 157 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tillman Hartley LLC | History | Reduced | 218,495 | 11,532 | 2.9% | 2.87% | 158 | -10,645 | -4.65% | Q1 2026 | May 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 214,245 | 11,307 | 1.7% | 1.76% | 159 | -9,911 | -4.42% | Q1 2026 | Apr 14, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 210,747 | 11,123 | 6.65% | 6.2% | 160 | +1,546 | 0.74% | Q1 2026 | Apr 15, 2026 |
| BAKER BOYER NATIONAL BANK | History | Reduced | 206,482 | 10,898 | 3.27% | 3.18% | 161 | -4,840 | -2.29% | Q1 2026 | Apr 27, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 206,016 | 10,873 | 4.78% | 4.59% | 162 | +7,398 | 3.72% | Q1 2026 | Apr 22, 2026 |
| ASPIRIANT, LLC | History | Added to | 205,792 | 10,861 | 0.31% | 0.29% | 163 | +578 | 0.28% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 205,186 | 10,829 | 0.22% | 0.21% | 164 | -2,343 | -1.13% | Q1 2026 | May 15, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 204,274 | 10,781 | 1.77% | 1.73% | 165 | -7,369 | -3.48% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 203,030 | 10,715 | 0.97% | 0.96% | 166 | +2,471 | 1.23% | Q1 2026 | May 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 202,700 | 10,699 | 0.01% | 0.01% | 167 | +97,915 | 93.44% | Q1 2026 | May 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 201,567 | 10,638 | 6.22% | 5.45% | 168 | +16,703 | 9.04% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 201,310 | 10,625 | 0.02% | 0.02% | 169 | -13,696 | -6.37% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 199,793 | 10,545 | 0.08% | 0.08% | 170 | +10,240 | 5.4% | Q1 2026 | May 15, 2026 |
| Stone Summit Wealth LLC | History | Added to | 198,642 | 10,484 | 2.92% | 2.6% | 171 | +6,503 | 3.38% | Q1 2026 | Apr 22, 2026 |
| Trademark Financial Management, LLC | History | Added to | 198,062 | 10,453 | 5.12% | 4.33% | 172 | +40,359 | 25.59% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 197,532 | 10,425 | 0.02% | 0.01% | 173 | +82,881 | 72.29% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 195,600 | 10,323 | 2.02% | 2.07% | 174 | -8,497 | -4.16% | Q1 2026 | Apr 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 193,928 | 10,235 | 1.12% | 1.06% | 175 | -2,938 | -1.49% | Q1 2026 | Apr 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 193,907 | 10,234 | 0.28% | 0.14% | 176 | +91,227 | 88.85% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 193,406 | 10,207 | 0.31% | 0.27% | 177 | +9,643 | 5.25% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 191,458 | 10,105 | 0.13% | 0.03% | 178 | +145,833 | 319.63% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 189,215 | 9,986 | 0.05% | 0.05% | 179 | +3,519 | 1.9% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 186,199 | 9,827 | 0.71% | 0.61% | 180 | -2,310 | -1.23% | Q1 2026 | Apr 16, 2026 |
| Altiora Financial Group, LLC | History | No change | 185,313 | 9,780 | 1.61% | 1.59% | 181 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 185,042 | 9,766 | 2.37% | 2.22% | 182 | +913 | 0.5% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | Added to | 184,145 | 9,719 | 1.92% | 1.72% | 183 | +14,529 | 8.57% | Q1 2026 | May 11, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 180,692 | 9,536 | 0.79% | 0.8% | 184 | -894 | -0.49% | Q1 2026 | May 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 175,296 | 9,252 | 2.25% | 2.08% | 185 | +6,407 | 3.79% | Q1 2026 | Apr 10, 2026 |
| Oceanside Advisors LLC | History | Added to | 168,339 | 8,884 | 5.07% | 5.08% | 186 | +242 | 0.14% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 161,966 | 8,548 | 0.05% | 0.05% | 187 | -9,980 | -5.8% | Q1 2026 | May 05, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 160,104 | 8,450 | 3.18% | 3.19% | 188 | -6,757 | -4.05% | Q1 2026 | May 11, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 157,095 | 8,291 | 5.39% | 5.38% | 189 | -11,660 | -6.91% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 154,937 | 8,177 | 0.04% | 0.04% | 190 | +10,713 | 7.43% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Added to | 153,383 | 8,095 | 0.73% | 0.69% | 191 | +2,073 | 1.37% | Q1 2026 | Apr 17, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 152,623 | 8,055 | 4.25% | 3.03% | 192 | +42,921 | 39.13% | Q1 2026 | Apr 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 149,258 | 7,962 | 1.92% | 1.68% | 193 | +10,174 | 7.32% | Q1 2026 | May 01, 2026 |
| SB Capital Management Inc | History | No change | 155,832 | 7,776 | 2.85% | 2.85% | 194 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 146,176 | 7,715 | 0.02% | 0.01% | 195 | -4,257 | -2.83% | Q1 2026 | May 14, 2026 |
| Richard Young Associates, Ltd. | History | Reduced | 145,843 | 7,697 | 5.84% | 5.75% | 196 | -1,757 | -1.19% | Q1 2026 | May 07, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 142,969 | 7,545 | 3.82% | 0.02% | 197 | +142,070 | 15803.11% | Q1 2026 | May 04, 2026 |
| Mattern Wealth Management LLC | History | Added to | 142,932 | 7,543 | 1.47% | 1.36% | 198 | +1,575 | 1.11% | Q1 2026 | Apr 23, 2026 |
| Cordant, Inc. | History | Reduced | 142,752 | 7,534 | 3.06% | 3.11% | 199 | -6,109 | -4.1% | Q1 2026 | Apr 13, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 142,467 | 7,519 | 2.78% | 2.48% | 200 | +1,237 | 0.88% | Q1 2026 | Apr 09, 2026 |
| Family Legacy, Inc. | History | Reduced | 141,756 | 7,481 | 2.25% | 2.22% | 201 | -6,755 | -4.55% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 139,250 | 7,349 | 0.13% | 0.12% | 202 | +987 | 0.71% | Q1 2026 | Apr 10, 2026 |
| Bank of New Hampshire | History | Added to | 138,154 | 7,291 | 1.67% | 1.43% | 203 | +10,449 | 8.18% | Q1 2026 | Apr 13, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 138,113 | 7,289 | 4.28% | 4.19% | 204 | -29 | -0.02% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 136,097 | 7,183 | 0.07% | 0.07% | 205 | -4 | -0.0% | Q1 2026 | Apr 13, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 135,457 | 7,149 | 3.22% | 3.01% | 206 | -1,367 | -1.0% | Q1 2026 | May 05, 2026 |
| Causey Wealth LLC | History | Added to | 135,396 | 7,146 | 3.03% | 3.06% | 207 | +9,944 | 7.93% | Q1 2026 | May 12, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 131,307 | 6,930 | 3.26% | 3.37% | 208 | -3,788 | -2.8% | Q1 2026 | Apr 14, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 129,608 | 6,840 | 7.09% | 6.92% | 209 | -20,514 | -13.66% | Q1 2026 | May 15, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 128,164 | 6,764 | 5.06% | 3.61% | 210 | -942 | -0.73% | Q1 2026 | Apr 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 127,745 | 6,742 | 0.22% | 0.22% | 211 | -4,037 | -3.06% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 124,942 | 6,594 | 0.09% | 0.08% | 212 | +1,423 | 1.15% | Q1 2026 | May 22, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 124,646 | 6,578 | 0.49% | 0.49% | 213 | -9,053 | -6.77% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 124,116 | 6,550 | 0.0% | 0.0% | 214 | +109,507 | 749.59% | Q1 2026 | May 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 123,781 | 6,533 | 2.85% | 2.53% | 215 | +21,260 | 20.74% | Q1 2026 | Apr 24, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 123,188 | 6,501 | 0.42% | 0.4% | 216 | -2,830 | -2.25% | Q1 2026 | Apr 17, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 122,846 | 6,483 | 6.46% | 6.53% | 217 | -8,557 | -6.51% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 121,572 | 6,416 | 0.07% | 0.08% | 218 | -13,604 | -10.06% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | No change | 119,178 | 6,371 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Added to | 120,530 | 6,361 | 0.09% | 0.08% | 220 | +5,394 | 4.68% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Added to | 120,493 | 6,358 | 0.03% | 0.03% | 221 | +6,097 | 5.33% | Q1 2026 | May 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 119,763 | 6,321 | 3.26% | 2.96% | 222 | +7,744 | 6.91% | Q1 2026 | Apr 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 119,689 | 6,317 | 2.18% | 2.03% | 223 | +6,451 | 5.7% | Q1 2026 | Apr 23, 2026 |
| Accel Wealth Management | History | Added to | 118,843 | 6,272 | 1.64% | 1.31% | 224 | +23,062 | 24.08% | Q1 2026 | Apr 08, 2026 |
| ATLas Financial Planning LLC | History | Added to | 118,599 | 6,259 | 5.61% | 5.46% | 225 | +7,033 | 6.3% | Q1 2026 | Apr 27, 2026 |
| Avior Wealth Management, LLC | History | Added to | 118,206 | 6,238 | 0.18% | 0.18% | 226 | +1,437 | 1.23% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 117,830 | 6,219 | 0.19% | 0.22% | 227 | -196 | -0.17% | Q1 2026 | May 15, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 117,507 | 6,202 | 5.13% | 5.22% | 228 | +1,293 | 1.11% | Q1 2026 | Apr 22, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 116,203 | 6,133 | 1.68% | 1.68% | 229 | -2,125 | -1.8% | Q1 2026 | May 13, 2026 |
| Estate Counselors, LLC | History | Reduced | 115,730 | 6,108 | 0.54% | 0.49% | 230 | -910 | -0.78% | Q1 2026 | May 15, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 113,836 | 6,008 | 4.74% | 4.35% | 231 | +654 | 0.58% | Q1 2026 | May 14, 2026 |
| Timonier Family Office, LTD. | History | No change | 119,333 | 5,954 | 1.89% | 1.89% | 232 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 111,474 | 5,883 | 3.79% | 3.99% | 233 | -1,243 | -1.1% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Added to | 111,433 | 5,881 | 0.07% | 0.06% | 234 | +3,540 | 3.28% | Q1 2026 | Apr 16, 2026 |
| Valued Retirements, Inc. | History | Added to | 110,591 | 5,836 | 5.7% | 5.29% | 235 | +2,161 | 1.99% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 107,678 | 5,683 | 0.13% | 0.16% | 236 | -20,657 | -16.1% | Q1 2026 | May 15, 2026 |
| LAM GROUP, INC. | History | Added to | 106,938 | 5,644 | 3.1% | 3.04% | 237 | +530 | 0.5% | Q1 2026 | Apr 22, 2026 |
| Frankly Finances, LLC | History | Added to | 105,851 | 5,586 | 5.06% | 5.0% | 238 | +172 | 0.16% | Q1 2026 | Apr 29, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 105,793 | 5,583 | 5.74% | 5.92% | 239 | +1,665 | 1.6% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 104,631 | 5,522 | 0.04% | 0.04% | 240 | +15,383 | 17.24% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 104,606 | 5,521 | 0.03% | 0.01% | 241 | +46,455 | 79.89% | Q1 2026 | Apr 24, 2026 |
| Graver Capital Management, LLC | History | Added to | 103,135 | 5,443 | 4.14% | 3.93% | 242 | +3,470 | 3.48% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 101,568 | 5,360 | 0.09% | 0.06% | 243 | +30,387 | 42.69% | Q1 2026 | Apr 27, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 101,443 | 5,354 | 1.61% | 1.52% | 244 | +2,520 | 2.55% | Q1 2026 | Apr 29, 2026 |
| VANCE WEALTH, LLC | History | Added to | 101,250 | 5,343 | 1.54% | 1.05% | 245 | +30,506 | 43.12% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 100,519 | 5,305 | 0.18% | 0.17% | 246 | -22 | -0.02% | Q1 2026 | Apr 22, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 100,170 | 5,286 | 0.87% | 0.81% | 247 | +3,025 | 3.11% | Q1 2026 | Apr 21, 2026 |
| Breakwater Capital Group | History | Reduced | 99,746 | 5,264 | 0.7% | 0.7% | 248 | -1,115 | -1.11% | Q1 2026 | Apr 20, 2026 |
| InTrack Investment Management Inc | History | Added to | 99,466 | 5,249 | 2.99% | 2.5% | 249 | +9,867 | 11.01% | Q1 2026 | Apr 06, 2026 |
| Bleakley Financial Group, LLC | History | New | 98,542 | 5,201 | 0.08% | — | 250 | +98,542 | New | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 98,346 | 5,190 | 0.16% | 0.16% | 251 | +12,602 | 14.7% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | Added to | 98,046 | 5,174 | 1.14% | 1.09% | 252 | +713 | 0.73% | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Reduced | 96,067 | 5,070 | 0.01% | 0.01% | 253 | -1,453 | -1.49% | Q1 2026 | May 14, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 95,714 | 5,051 | 3.02% | 3.48% | 254 | -17,292 | -15.3% | Q1 2026 | May 04, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 95,133 | 5,021 | 2.01% | 1.96% | 255 | -613 | -0.64% | Q1 2026 | May 12, 2026 |
| Serenity Investment Advisors | History | No change | 99,022 | 5,002 | 2.92% | 2.92% | 256 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 94,184 | 4,970 | 1.25% | 1.28% | 257 | -6,426 | -6.39% | Q1 2026 | Apr 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 93,912 | 4,956 | 0.03% | 0.02% | 258 | -10,060 | -9.68% | Q1 2026 | Apr 29, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Reduced | 93,817 | 4,951 | 3.91% | 3.74% | 259 | -1,878 | -1.96% | Q1 2026 | May 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 92,859 | 4,901 | 1.59% | 1.48% | 260 | +3,592 | 4.02% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 92,758 | 4,895 | 0.02% | 0.0% | 261 | +86,737 | 1440.57% | Q1 2026 | May 11, 2026 |
| Burk Holdings LLC | History | Reduced | 92,183 | 4,865 | 2.09% | 2.21% | 262 | -538 | -0.58% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 91,474 | 4,827 | 0.0% | 0.0% | 263 | +14,009 | 18.08% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 90,995 | 4,802 | 0.51% | 0.5% | 264 | +3,245 | 3.7% | Q1 2026 | Apr 29, 2026 |
| Verum Partners LLC | History | Reduced | 90,376 | 4,770 | 0.91% | 0.93% | 265 | -1,671 | -1.82% | Q1 2026 | Apr 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 85,567 | 4,721 | 1.01% | 0.7% | 266 | +24,177 | 39.38% | Q1 2026 | May 01, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Reduced | 89,431 | 4,720 | 0.99% | 0.99% | 267 | -31 | -0.03% | Q1 2026 | Apr 30, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 89,425 | 4,719 | 3.72% | 3.66% | 268 | -3,499 | -3.77% | Q1 2026 | Apr 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 89,017 | 4,698 | 0.5% | 0.52% | 269 | -3,882 | -4.18% | Q1 2026 | Apr 14, 2026 |
| Platt Wealth Management LLC | History | Added to | 88,920 | 4,693 | 4.58% | 3.87% | 270 | +10,763 | 13.77% | Q1 2026 | May 01, 2026 |
| Winter & Associates, Inc. | History | Added to | 87,099 | 4,656 | 4.08% | 3.0% | 271 | +22,047 | 33.89% | Q1 2026 | Apr 08, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 87,418 | 4,613 | 0.52% | 0.47% | 272 | +2 | 0.0% | Q1 2026 | May 04, 2026 |
| Navigate Wealth Management, LLC | History | New | 84,550 | 4,599 | 3.23% | — | 273 | +84,550 | New | Q1 2026 | Apr 27, 2026 |
| AWM CAPITAL, LLC | History | Added to | 85,050 | 4,488 | 0.41% | 0.37% | 274 | +2,400 | 2.9% | Q1 2026 | May 12, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 83,490 | 4,406 | 1.89% | 1.79% | 275 | -772 | -0.92% | Q1 2026 | May 15, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 83,388 | 4,401 | 0.84% | 0.79% | 276 | -185 | -0.22% | Q1 2026 | Apr 22, 2026 |
| City State Bank | History | Added to | 83,370 | 4,400 | 1.14% | 1.05% | 277 | +6,631 | 8.64% | Q1 2026 | Apr 20, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 82,591 | 4,359 | 1.77% | 0.78% | 278 | +46,986 | 131.96% | Q1 2026 | Apr 30, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 82,459 | 4,352 | 3.74% | 3.55% | 279 | -7,111 | -7.94% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 82,386 | 4,348 | 0.03% | 0.04% | 280 | -6,574 | -7.39% | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | New | 81,806 | 4,317 | 0.05% | — | 281 | +81,806 | New | Q1 2026 | May 13, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 81,147 | 4,282 | 1.77% | 1.63% | 282 | -1,429 | -1.73% | Q1 2026 | Apr 15, 2026 |
| Herold Advisors, Inc. | History | Added to | 80,163 | 4,230 | 0.93% | 0.78% | 283 | +9,937 | 14.15% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 79,972 | 4,220 | 0.03% | 0.03% | 284 | -421 | -0.52% | Q1 2026 | May 05, 2026 |
| Opus Financial Solutions LLC | History | Added to | 78,964 | 4,167 | 3.93% | 3.2% | 285 | +11,104 | 16.36% | Q1 2026 | May 08, 2026 |
| AG Asset Advisory, LLC | History | Added to | 78,697 | 4,153 | 3.44% | 3.05% | 286 | +7,390 | 10.36% | Q1 2026 | Apr 29, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 78,123 | 4,123 | 0.48% | 0.42% | 287 | +5,449 | 7.5% | Q1 2026 | May 06, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 77,636 | 4,097 | 1.84% | 1.78% | 288 | -361 | -0.46% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 77,200 | 4,074 | 0.46% | 0.42% | 289 | +1,751 | 2.32% | Q1 2026 | May 05, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 77,113 | 4,070 | 1.35% | 1.93% | 290 | +143 | 0.19% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 77,059 | 4,067 | 0.0% | 0.0% | 291 | +7,406 | 10.63% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 76,368 | 4,030 | 0.52% | — | 293 | +76,368 | New | Q1 2026 | Apr 13, 2026 |
| Beckerman Institutional, LLC | History | Added to | 76,368 | 4,030 | 2.14% | 2.01% | 292 | +4,657 | 6.49% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 75,232 | 3,970 | 0.05% | 0.04% | 294 | +12,672 | 20.26% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Reduced | 74,192 | 3,915 | 0.22% | 0.22% | 295 | -1,885 | -2.48% | Q1 2026 | Apr 27, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 74,105 | 3,911 | 3.51% | 3.22% | 296 | +5,312 | 7.72% | Q1 2026 | Apr 28, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 73,932 | 3,902 | 1.32% | 1.56% | 297 | -33,538 | -31.21% | Q1 2026 | Apr 08, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 73,813 | 3,895 | 2.28% | 2.22% | 298 | -51 | -0.07% | Q1 2026 | May 07, 2026 |
| FineMark National Bank & Trust | History | No change | 76,467 | 3,815 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 71,122 | 3,753 | 0.08% | 0.07% | 300 | -283 | -0.4% | Q1 2026 | Apr 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 71,058 | 3,750 | 0.41% | 0.45% | 301 | -9,011 | -11.25% | Q1 2026 | May 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 70,015 | 3,695 | 1.25% | 1.27% | 302 | -1,340 | -1.88% | Q1 2026 | May 08, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 69,473 | 3,666 | 3.51% | 3.32% | 303 | +1,836 | 2.71% | Q1 2026 | Apr 21, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 69,303 | 3,657 | 0.06% | 0.08% | 304 | -3,921 | -5.35% | Q1 2026 | May 15, 2026 |
| Corus Family Wealth Advisors | History | Added to | 69,211 | 3,652 | 2.97% | 2.54% | 305 | +5,376 | 8.42% | Q1 2026 | Apr 28, 2026 |
| CLG LLC | History | Added to | 68,603 | 3,620 | 0.9% | 0.82% | 306 | +2,302 | 3.47% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 67,934 | 3,585 | 0.06% | 0.01% | 307 | +58,880 | 650.32% | Q1 2026 | Apr 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 67,814 | 3,579 | 1.57% | 1.59% | 308 | -1,245 | -1.8% | Q1 2026 | Apr 21, 2026 |
| Baring Financial LLC | History | Added to | 67,643 | 3,570 | 2.18% | 2.01% | 309 | +1,326 | 2.0% | Q1 2026 | Apr 06, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 67,622 | 3,569 | 2.04% | 1.91% | 310 | -142 | -0.21% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | New | 67,231 | 3,548 | 0.04% | — | 311 | +67,231 | New | Q1 2026 | May 01, 2026 |
| Aerodigm Wealth, LLC | History | No change | 66,885 | 3,530 | 1.33% | 1.29% | 312 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 66,822 | 3,527 | 1.28% | 1.19% | 313 | +286 | 0.43% | Q1 2026 | May 07, 2026 |
| Klingman & Associates, LLC | History | Added to | 66,457 | 3,507 | 0.17% | 0.16% | 314 | +90 | 0.14% | Q1 2026 | May 14, 2026 |
| Family CFO Inc | History | Added to | 64,609 | 3,410 | 1.53% | 1.43% | 315 | +347 | 0.54% | Q1 2026 | Apr 28, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 64,585 | 3,408 | 3.11% | 3.08% | 316 | -240 | -0.37% | Q1 2026 | Apr 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 64,090 | 3,382 | 0.09% | 0.08% | 317 | +2,113 | 3.41% | Q1 2026 | Apr 07, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 63,787 | 3,366 | 2.68% | — | 318 | +63,787 | New | Q1 2026 | Apr 16, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 62,584 | 3,345 | 2.13% | 3.19% | 319 | -59,939 | -48.92% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 63,001 | 3,325 | 0.07% | 0.07% | 320 | -3,851 | -5.76% | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 62,617 | 3,305 | 0.01% | 0.01% | 321 | +8,569 | 15.85% | Q1 2026 | Apr 22, 2026 |
| Family Manage LLC | History | New | 62,118 | 3,278 | 0.39% | — | 322 | +62,118 | New | Q1 2026 | May 15, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 61,985 | 3,271 | 2.79% | 2.73% | 323 | -2,329 | -3.62% | Q1 2026 | May 05, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 60,573 | 3,197 | 0.31% | 0.31% | 324 | -3,771 | -5.86% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 59,579 | 3,144 | 0.09% | 0.08% | 325 | -378 | -0.63% | Q1 2026 | Apr 28, 2026 |
| Fund Evaluation Group, LLC | History | No change | 58,850 | 3,106 | 0.1% | 0.1% | 326 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 56,658 | 2,990 | 0.17% | 0.16% | 327 | -1,580 | -2.71% | Q1 2026 | Apr 20, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 55,624 | 2,935 | 2.81% | 2.9% | 328 | -5,348 | -8.77% | Q1 2026 | May 11, 2026 |
| Clark Asset Management, LLC | History | Added to | 54,742 | 2,889 | 0.27% | 0.22% | 329 | +11,432 | 26.4% | Q1 2026 | Apr 16, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 54,369 | 2,869 | 1.95% | 1.88% | 330 | +592 | 1.1% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 54,218 | 2,861 | 0.04% | 0.03% | 331 | +1,196 | 2.26% | Q1 2026 | Apr 20, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 54,068 | 2,853 | 2.18% | 1.06% | 332 | +28,843 | 114.34% | Q1 2026 | May 08, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 52,640 | 2,851 | 0.81% | 0.9% | 333 | -2,636 | -4.77% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 53,371 | 2,816 | 0.02% | 0.02% | 334 | +756 | 1.44% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 53,036 | 2,799 | 0.0% | 0.0% | 335 | -3,912 | -6.87% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 52,880 | 2,791 | 0.08% | 0.07% | 336 | +4,406 | 9.09% | Q1 2026 | May 07, 2026 |
| Mutual Advisors, LLC | History | New | 52,172 | 2,753 | 0.06% | — | 337 | +52,172 | New | Q1 2026 | May 01, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 51,808 | 2,734 | 0.54% | 0.6% | 338 | -5,626 | -9.8% | Q1 2026 | May 08, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 51,737 | 2,730 | 0.61% | 0.62% | 339 | -2,465 | -4.55% | Q1 2026 | Apr 02, 2026 |
| Broadhurst Jeffrey B | History | Added to | 50,222 | 2,650 | 2.72% | 2.6% | 340 | +6 | 0.01% | Q1 2026 | May 14, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 50,105 | 2,644 | 2.15% | 2.18% | 341 | -2,408 | -4.59% | Q1 2026 | May 05, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 50,044 | 2,641 | 0.09% | 0.08% | 342 | +898 | 1.83% | Q1 2026 | Apr 22, 2026 |
| M&T BANK CORP | History | Reduced | 49,894 | 2,633 | 0.01% | 0.01% | 343 | -3,407 | -6.39% | Q1 2026 | May 12, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 49,128 | 2,592 | 0.36% | 0.33% | 344 | +1,909 | 4.04% | Q1 2026 | Apr 30, 2026 |
| Prism Planning Partners LLC | History | Reduced | 48,995 | 2,585 | 3.06% | 2.77% | 345 | -554 | -1.12% | Q1 2026 | May 12, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 48,852 | 2,578 | 2.17% | 2.13% | 346 | -731 | -1.47% | Q1 2026 | May 11, 2026 |
| Boston Partners | History | Added to | 49,953 | 2,555 | 0.0% | 0.0% | 347 | +9,763 | 24.29% | Q1 2026 | May 11, 2026 |
| Cloud Capital Management, LLC | History | Added to | 46,798 | 2,466 | 1.07% | 1.07% | 348 | +1,301 | 2.86% | Q1 2026 | May 12, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 46,551 | 2,456 | 0.3% | 0.15% | 349 | +21,598 | 86.55% | Q1 2026 | Apr 10, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 46,227 | 2,439 | 0.97% | 0.92% | 350 | +1,063 | 2.35% | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 46,113 | 2,433 | 0.05% | 0.04% | 351 | +5,964 | 14.85% | Q1 2026 | May 12, 2026 |
| Greenspring Advisors, LLC | History | Added to | 45,626 | 2,408 | 0.15% | 0.14% | 352 | +312 | 0.69% | Q1 2026 | May 04, 2026 |
| Red Tortoise LLC | History | Added to | 45,376 | 2,394 | 1.0% | 0.96% | 353 | +74 | 0.16% | Q1 2026 | Apr 21, 2026 |
| BROWN ADVISORY INC | History | Added to | 45,326 | 2,392 | 0.0% | 0.0% | 354 | +27,520 | 154.55% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 44,758 | 2,362 | 0.6% | 0.53% | 355 | +3,084 | 7.4% | Q1 2026 | Apr 22, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 44,644 | 2,356 | 1.06% | — | 356 | +44,644 | New | Q1 2026 | Apr 23, 2026 |
| Krilogy Financial LLC | History | Added to | 42,500 | 2,351 | 0.08% | 0.08% | 357 | +9 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 44,424 | 2,344 | 1.76% | 1.6% | 358 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 44,203 | 2,333 | 0.16% | 0.01% | 359 | +40,874 | 1227.82% | Q1 2026 | May 11, 2026 |
| Nautilus Advisors LLC | History | Added to | 44,181 | 2,331 | 1.6% | 1.35% | 360 | +2,650 | 6.38% | Q1 2026 | Apr 17, 2026 |
| Platform Wealth Management, LLC | History | No change | 46,646 | 2,327 | 0.62% | 0.62% | 361 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | Added to | 43,957 | 2,320 | 0.47% | 0.42% | 362 | +5,212 | 13.45% | Q1 2026 | May 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 43,939 | 2,319 | 0.5% | 0.5% | 363 | -2,461 | -5.3% | Q1 2026 | Apr 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 43,670 | 2,304 | 0.78% | 0.59% | 364 | +9,641 | 28.33% | Q1 2026 | Apr 17, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 43,540 | 2,298 | 1.28% | 1.37% | 365 | -2,216 | -4.84% | Q1 2026 | May 01, 2026 |
| Triangle Securities Wealth Management | History | Added to | 42,807 | 2,259 | 0.51% | 0.41% | 366 | +3,857 | 9.9% | Q1 2026 | Apr 20, 2026 |
| Total Wealth Planning, LLC | History | No change | 45,087 | 2,249 | 4.81% | 4.81% | 367 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 42,484 | 2,242 | 0.38% | 0.29% | 368 | +9,846 | 30.17% | Q1 2026 | Apr 30, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 42,476 | 2,241 | 0.67% | 0.63% | 369 | -836 | -1.93% | Q1 2026 | Apr 22, 2026 |
| PEOPLES BANK /OH | History | Added to | 42,444 | 2,240 | 1.37% | 1.08% | 370 | +7,698 | 22.16% | Q1 2026 | Apr 24, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 41,933 | 2,213 | 0.61% | 0.61% | 371 | -1,772 | -4.05% | Q1 2026 | Apr 28, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 39,712 | 2,206 | 0.91% | 0.92% | 372 | -33 | -0.08% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | New | 41,575 | 2,194 | 0.04% | — | 374 | +41,575 | New | Q1 2026 | May 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 41,575 | 2,194 | 0.14% | 0.14% | 373 | -243 | -0.58% | Q1 2026 | Apr 15, 2026 |
| BWM Planning, LLC | History | Added to | 41,109 | 2,169 | 0.57% | 0.55% | 375 | +130 | 0.32% | Q1 2026 | Apr 21, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 41,048 | 2,166 | 1.11% | 1.01% | 376 | -6,826 | -14.26% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 40,981 | 2,163 | 0.38% | 0.34% | 377 | +1,388 | 3.51% | Q1 2026 | Apr 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 40,735 | 2,149 | 0.05% | 0.05% | 378 | -139 | -0.34% | Q1 2026 | May 15, 2026 |
| Aurelius Family Office LLC | History | Reduced | 39,853 | 2,103 | 0.91% | 0.94% | 379 | -3,311 | -7.67% | Q1 2026 | Apr 08, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 38,991 | 2,057 | 0.39% | 0.4% | 380 | -3,750 | -8.77% | Q1 2026 | Apr 13, 2026 |
| Zhang Financial LLC | History | Reduced | 38,987 | 2,057 | 0.07% | 0.08% | 381 | -1,862 | -4.56% | Q1 2026 | May 06, 2026 |
| Applied Capital LLC | History | No change | 38,926 | 2,054 | 0.77% | 0.75% | 382 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 38,890 | 2,052 | 1.18% | 1.43% | 383 | -16,071 | -29.24% | Q1 2026 | Apr 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 38,669 | 2,040 | 0.02% | 0.01% | 384 | +7,988 | 26.04% | Q1 2026 | May 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 38,281 | 2,020 | 0.55% | 0.53% | 385 | -10 | -0.03% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 38,203 | 2,016 | 0.66% | 0.61% | 386 | +1,564 | 4.27% | Q1 2026 | Apr 24, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 37,585 | 1,983 | 0.46% | 0.54% | 387 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 36,846 | 1,944 | 0.1% | 0.08% | 388 | +7,920 | 27.38% | Q1 2026 | Apr 23, 2026 |
| BluePrint Investing LLC | History | Reduced | 36,801 | 1,942 | 1.55% | 1.55% | 389 | -2,237 | -5.73% | Q1 2026 | Apr 22, 2026 |
| American Investment Services, Inc. | History | No change | 35,620 | 1,880 | 0.42% | 0.41% | 390 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 35,441 | 1,870 | 0.1% | 0.1% | 391 | -1,641 | -4.43% | Q1 2026 | Apr 20, 2026 |
| Curi Capital, LLC | History | Added to | 35,054 | 1,850 | 0.03% | 0.03% | 392 | +456 | 1.32% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 35,020 | 1,848 | 0.03% | 0.02% | 393 | +150 | 0.43% | Q1 2026 | May 14, 2026 |
| Aspirean Wealth, LLC | History | Reduced | 34,978 | 1,846 | 2.0% | 1.98% | 394 | -1,430 | -3.93% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 34,969 | 1,845 | 0.13% | 0.12% | 395 | -791 | -2.21% | Q1 2026 | Apr 20, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 34,295 | 1,810 | 0.15% | 0.14% | 396 | -3,226 | -8.6% | Q1 2026 | Apr 06, 2026 |
| CSS LLC/IL | History | Reduced | 33,970 | 1,792 | 0.09% | 0.09% | 397 | -6,380 | -15.81% | Q1 2026 | May 15, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 33,401 | 1,762 | 1.54% | 1.6% | 398 | -728 | -2.13% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 33,186 | 1,751 | 0.0% | — | 399 | +33,186 | New | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | New | 33,180 | 1,751 | 0.06% | — | 400 | +33,180 | New | Q1 2026 | Apr 14, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 33,050 | 1,744 | 0.24% | 0.26% | 401 | -1,981 | -5.65% | Q1 2026 | May 08, 2026 |
| Integras Partners LLC | History | Added to | 33,022 | 1,742 | 1.14% | 0.26% | 402 | +26,639 | 417.34% | Q1 2026 | May 12, 2026 |
| Vantage Point Financial LLC | History | Reduced | 33,002 | 1,741 | 0.61% | 0.61% | 403 | -1,428 | -4.15% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,561 | 1,718 | 0.0% | 0.0% | 404 | +11,728 | 56.3% | Q1 2026 | May 01, 2026 |
| APS Management Group, Inc. | History | Reduced | 32,519 | 1,716 | 1.47% | 1.4% | 405 | -325 | -0.99% | Q1 2026 | Apr 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 33,765 | 1,684 | 0.46% | 0.46% | 406 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 31,854 | 1,681 | 0.36% | 0.34% | 407 | -316 | -0.98% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Added to | 30,285 | 1,667 | 0.05% | 0.04% | 408 | +8,633 | 39.87% | Q1 2026 | Apr 09, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 31,209 | 1,647 | 1.53% | 1.5% | 409 | -1,000 | -3.1% | Q1 2026 | Apr 24, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 30,743 | 1,622 | 0.69% | 0.66% | 410 | +89 | 0.29% | Q1 2026 | May 06, 2026 |
| Powerhouse Assets LLC | History | Added to | 30,442 | 1,606 | 1.4% | 1.23% | 411 | +2,360 | 8.4% | Q1 2026 | Apr 28, 2026 |
| Gotham Asset Management, LLC | History | New | 30,008 | 1,583 | 0.0% | — | 412 | +30,008 | New | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 29,716 | 1,568 | 0.01% | 0.01% | 413 | -38,253 | -56.28% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 29,461 | 1,554 | 0.04% | 0.03% | 414 | +1,215 | 4.3% | Q1 2026 | May 08, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 29,258 | 1,544 | 0.56% | 0.57% | 415 | -1,250 | -4.1% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 28,213 | 1,536 | 0.03% | 0.04% | 416 | +788 | 2.87% | Q1 2026 | May 04, 2026 |
| Lutz Financial Services LLC | History | Reduced | 29,067 | 1,534 | 0.1% | 0.1% | 417 | -556 | -1.88% | Q1 2026 | May 04, 2026 |
| Secure Asset Management, LLC | History | Added to | 28,920 | 1,526 | 0.24% | 0.13% | 418 | +12,844 | 79.9% | Q1 2026 | Apr 09, 2026 |
| Americana Partners, LLC | History | Added to | 28,374 | 1,497 | 0.04% | 0.03% | 419 | +5,677 | 25.01% | Q1 2026 | May 12, 2026 |
| Oath Planning, LLC | History | Reduced | 28,333 | 1,495 | 1.33% | 1.41% | 420 | -339 | -1.18% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 28,282 | 1,492 | 0.08% | 0.07% | 421 | +1,294 | 4.79% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 28,233 | 1,490 | 0.03% | 0.01% | 422 | +22,578 | 399.26% | Q1 2026 | May 04, 2026 |
| 25 LLC | History | Added to | 28,192 | 1,487 | 0.46% | 0.45% | 423 | +27 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Berger Financial Group, Inc | History | Added to | 27,910 | 1,473 | 0.08% | 0.08% | 424 | +5 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 27,777 | 1,466 | 1.31% | 0.69% | 425 | +12,150 | 77.75% | Q1 2026 | Apr 29, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 27,731 | 1,463 | 0.08% | 0.07% | 426 | +297 | 1.08% | Q1 2026 | May 15, 2026 |
| ProCore Advisors, LLC | History | Added to | 27,253 | 1,438 | 2.21% | 1.3% | 427 | +1,942 | 7.67% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 27,245 | 1,437 | 0.01% | 0.02% | 428 | -4,982 | -15.46% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 26,973 | 1,423 | 0.0% | 0.0% | 429 | -4,458 | -14.18% | Q1 2026 | May 05, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 26,420 | 1,394 | 0.73% | 0.68% | 430 | +1,269 | 5.05% | Q1 2026 | Apr 20, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 26,318 | 1,389 | 0.29% | 0.25% | 431 | +959 | 3.78% | Q1 2026 | Apr 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 25,732 | 1,358 | 0.78% | 1.03% | 433 | -7,459 | -22.47% | Q1 2026 | Apr 23, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 25,744 | 1,358 | 0.42% | 0.39% | 432 | -156 | -0.6% | Q1 2026 | Apr 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 25,689 | 1,355 | 0.0% | 0.0% | 434 | +2,652 | 11.51% | Q1 2026 | May 13, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 25,648 | 1,353 | 0.37% | 0.37% | 435 | +2,206 | 9.41% | Q1 2026 | Apr 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 25,310 | 1,335 | 0.16% | 0.16% | 436 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 25,097 | 1,324 | 0.62% | 0.62% | 437 | +39 | 0.16% | Q1 2026 | Apr 09, 2026 |
| RB Capital Management, LLC | History | Added to | 24,957 | 1,317 | 0.28% | 0.23% | 438 | +1,672 | 7.18% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 24,557 | 1,296 | 0.29% | 0.26% | 439 | +2,261 | 10.14% | Q1 2026 | Apr 27, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 24,323 | 1,283 | 0.11% | 0.09% | 440 | +8,259 | 51.41% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 24,300 | 1,282 | 0.01% | 0.01% | 441 | +2,602 | 11.99% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 25,690 | 1,281 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 24,045 | 1,269 | 0.69% | 0.68% | 443 | -693 | -2.8% | Q1 2026 | Apr 22, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 23,632 | 1,247 | 0.44% | 0.5% | 444 | -4,226 | -15.17% | Q1 2026 | Apr 21, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 23,549 | 1,242 | 1.83% | 1.8% | 445 | -1,843 | -7.26% | Q1 2026 | Apr 10, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 23,317 | 1,230 | 0.1% | 0.14% | 446 | -9,279 | -28.47% | Q1 2026 | May 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 22,923 | 1,209 | 0.13% | 0.12% | 447 | +482 | 2.15% | Q1 2026 | May 04, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 22,891 | 1,208 | 1.03% | 1.03% | 448 | -1,337 | -5.52% | Q1 2026 | May 14, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 22,834 | 1,205 | 0.78% | 0.73% | 449 | -192 | -0.83% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Added to | 22,794 | 1,203 | 0.05% | 0.04% | 450 | +2,570 | 12.71% | Q1 2026 | Apr 27, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 22,729 | 1,199 | 0.65% | 0.63% | 451 | -182 | -0.79% | Q1 2026 | Apr 20, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 21,786 | 1,194 | 0.43% | 0.47% | 452 | -172 | -0.78% | Q1 2026 | May 08, 2026 |
| Mills Wealth Advisors LLC | History | No change | 22,605 | 1,193 | 0.42% | 0.44% | 453 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 22,207 | 1,172 | 0.3% | 0.29% | 454 | -189 | -0.84% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | Added to | 22,031 | 1,162 | 0.0% | 0.0% | 455 | +444 | 2.06% | Q1 2026 | May 14, 2026 |
| Everest Financial Group LLC | History | New | 21,990 | 1,160 | 0.19% | — | 456 | +21,990 | New | Q1 2026 | May 15, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 21,923 | 1,157 | 0.96% | 0.94% | 457 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Optivise Advisory Services LLC | History | Added to | 21,835 | 1,152 | 0.7% | 0.63% | 458 | +40 | 0.18% | Q1 2026 | Apr 15, 2026 |
| Callan Family Office, LLC | History | No change | 21,605 | 1,140 | 0.03% | 0.02% | 459 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 21,205 | 1,119 | 0.14% | 0.13% | 460 | +23 | 0.11% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 21,051 | 1,111 | 0.01% | 0.01% | 461 | -8,632 | -29.08% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 20,984 | 1,107 | 0.04% | 0.03% | 462 | +137 | 0.66% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 20,971 | 1,106 | 0.01% | 0.0% | 463 | +8,338 | 66.0% | Q1 2026 | Apr 27, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 20,950 | 1,105 | 0.36% | 0.28% | 464 | +38 | 0.18% | Q1 2026 | Apr 15, 2026 |
| Faithward Advisors, LLC | History | Added to | 20,903 | 1,103 | 0.16% | 0.11% | 465 | +6,019 | 40.44% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 20,886 | 1,102 | 0.02% | 0.0% | 466 | +19,870 | 1955.71% | Q1 2026 | May 15, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 20,791 | 1,097 | 0.38% | 0.39% | 467 | -2,300 | -9.96% | Q1 2026 | Apr 21, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 20,600 | 1,087 | 0.73% | 0.7% | 468 | -99 | -0.48% | Q1 2026 | Apr 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 20,582 | 1,086 | 0.58% | 0.54% | 469 | +967 | 4.93% | Q1 2026 | May 13, 2026 |
| E6 Portfolios, LLC | History | Added to | 20,354 | 1,074 | 1.12% | 1.01% | 470 | +2,595 | 14.61% | Q1 2026 | May 12, 2026 |
| Avant Financial Advisors LLC | History | No change | 20,080 | 1,059 | 0.74% | 0.72% | 471 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Level Financial Advisors | History | Reduced | 19,957 | 1,053 | 0.27% | 0.26% | 472 | -27 | -0.14% | Q1 2026 | Apr 10, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 19,773 | 1,043 | 0.69% | 0.44% | 473 | +6,530 | 49.31% | Q1 2026 | May 04, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 19,740 | 1,041 | 0.64% | 0.62% | 474 | +3 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 19,685 | 1,038 | 0.36% | 0.44% | 475 | -5,737 | -22.57% | Q1 2026 | Apr 22, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 19,495 | 1,028 | 0.48% | 0.44% | 476 | +945 | 5.09% | Q1 2026 | Apr 08, 2026 |
| Ellenbecker Investment Group | History | Reduced | 19,457 | 1,026 | 0.14% | 0.14% | 477 | -95 | -0.49% | Q1 2026 | Apr 23, 2026 |
| HRT FINANCIAL LP | History | Added to | 19,264 | 1,016 | 0.0% | 0.0% | 478 | +4,649 | 31.81% | Q1 2026 | May 14, 2026 |
| IFG Advisors, LLC | History | No change | 19,152 | 1,010 | 0.17% | 0.16% | 479 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| XY Planning Network, Inc. | History | Added to | 18,938 | 1,009 | 0.16% | 0.13% | 480 | +4,019 | 26.94% | Q1 2026 | Apr 14, 2026 |
| CURIO WEALTH, LLC | History | Added to | 19,052 | 1,005 | 0.34% | 0.3% | 482 | +2,068 | 12.18% | Q1 2026 | May 11, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 19,051 | 1,005 | 0.34% | 0.34% | 481 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 19,033 | 1,004 | 0.19% | 0.2% | 483 | -310 | -1.6% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 18,490 | 975 | 0.01% | 0.01% | 484 | -1,393 | -7.01% | Q1 2026 | May 05, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 18,469 | 974 | 0.56% | 0.5% | 485 | +966 | 5.52% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 17,936 | 966 | 0.02% | — | 486 | +17,936 | New | Q1 2026 | May 01, 2026 |
| JT Stratford LLC | History | Added to | 18,107 | 955 | 0.12% | 0.1% | 487 | +2,248 | 14.17% | Q1 2026 | May 15, 2026 |
| Coston, McIsaac & Partners | History | Added to | 18,087 | 954 | 0.22% | 0.2% | 488 | +792 | 4.58% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 17,757 | 937 | 0.02% | 0.02% | 489 | -2,322 | -11.56% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 18,754 | 935 | 0.06% | 0.06% | 490 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | Added to | 17,687 | 933 | 0.09% | 0.11% | 491 | +7 | 0.04% | Q1 2026 | Apr 06, 2026 |
| Tandem Financial, LLC | History | New | 17,677 | 932 | 0.3% | — | 492 | +17,677 | New | Q1 2026 | May 08, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 17,633 | 930 | 0.27% | 0.25% | 493 | +746 | 4.42% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 17,489 | 923 | 0.07% | 0.06% | 494 | +700 | 4.17% | Q1 2026 | May 05, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 17,489 | 923 | 0.21% | 0.2% | 495 | +215 | 1.24% | Q1 2026 | May 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 17,472 | 922 | 0.0% | 0.0% | 496 | +7,242 | 70.79% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 17,434 | 920 | 0.08% | 0.07% | 497 | +3,195 | 22.44% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,354 | 915 | 0.01% | 0.01% | 498 | +5,948 | 52.15% | Q1 2026 | Apr 20, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 17,255 | 910 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BFSG, LLC | History | Added to | 17,233 | 909 | 0.09% | 0.06% | 500 | +5,474 | 46.55% | Q1 2026 | Apr 28, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 17,220 | 908 | 0.32% | 0.31% | 501 | -114 | -0.66% | Q1 2026 | Apr 08, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 17,095 | 902 | 0.28% | 0.5% | 502 | -36,585 | -68.15% | Q1 2026 | Apr 23, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 17,026 | 898 | 0.68% | 0.42% | 503 | +5,592 | 48.91% | Q1 2026 | Apr 14, 2026 |
| Summit Portfolio Management, LTD. | History | New | 16,959 | 895 | 0.58% | — | 504 | +16,959 | New | Q1 2026 | Apr 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 16,824 | 887 | 0.1% | 0.09% | 505 | +214 | 1.29% | Q1 2026 | May 11, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 16,713 | 882 | 0.16% | 0.15% | 506 | +89 | 0.54% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 16,648 | 878 | 0.05% | 0.05% | 507 | -23 | -0.14% | Q1 2026 | Apr 30, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 16,610 | 876 | 0.43% | 0.42% | 508 | -121 | -0.72% | Q1 2026 | Apr 22, 2026 |
| Balentine LLC | History | Reduced | 16,373 | 864 | 0.03% | 0.04% | 509 | -2,942 | -15.23% | Q1 2026 | Apr 24, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 16,314 | 861 | 0.39% | 0.51% | 510 | -6,339 | -27.98% | Q1 2026 | May 14, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 16,324 | 861 | 0.52% | 0.56% | 511 | -1,541 | -8.63% | Q1 2026 | Apr 27, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 15,983 | 843 | 0.71% | 0.75% | 512 | -970 | -5.72% | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 15,888 | 838 | 0.06% | 0.06% | 513 | +693 | 4.56% | Q1 2026 | Apr 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 15,641 | 834 | 0.01% | 0.01% | 515 | +4 | 0.03% | Q1 2026 | May 14, 2026 |
| Iowa State Bank | History | No change | 15,812 | 834 | 0.15% | 0.15% | 514 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Able Wealth Management LLC | History | Reduced | 15,739 | 830 | 0.22% | 0.27% | 516 | -1,616 | -9.31% | Q1 2026 | Apr 24, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 15,614 | 824 | 0.46% | 0.42% | 517 | -146 | -0.93% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | Added to | 15,492 | 817 | 0.01% | 0.01% | 518 | +3,090 | 24.92% | Q1 2026 | May 01, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 15,380 | 811 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 15,309 | 808 | 0.1% | 0.06% | 520 | +5,024 | 48.85% | Q1 2026 | May 04, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 15,204 | 802 | 0.04% | 0.04% | 521 | +2,039 | 15.49% | Q1 2026 | Apr 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 14,645 | 773 | 0.0% | 0.0% | 522 | -4,529 | -23.62% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 14,571 | 769 | 0.0% | — | 523 | +14,571 | New | Q1 2026 | May 12, 2026 |
| AlTi Global, Inc. | History | New | 14,500 | 765 | 0.02% | — | 524 | +14,500 | New | Q1 2026 | May 07, 2026 |
| Elser Financial Planning, Inc | History | Added to | 14,325 | 755 | 0.04% | 0.28% | 525 | +6,536 | 83.91% | Q1 2026 | Apr 15, 2026 |
| E-Wealth Partners, LLC | History | No change | 15,076 | 752 | 0.63% | 0.63% | 526 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 14,243 | 751 | 0.05% | 0.05% | 527 | +2,000 | 16.34% | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | No change | 14,227 | 750 | 0.13% | 0.12% | 528 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sovran Advisors, LLC | History | Added to | 13,589 | 749 | 0.06% | 0.05% | 529 | +1,548 | 12.86% | Q1 2026 | May 01, 2026 |
| RAM Investment Partners, LLC | History | Added to | 14,037 | 740 | 0.13% | 0.12% | 530 | +300 | 2.18% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 13,882 | 732 | 0.01% | 0.01% | 531 | -296 | -2.09% | Q1 2026 | Apr 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 13,848 | 730 | 0.0% | 0.0% | 532 | -1,481 | -9.66% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 13,649 | 720 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NWAM LLC | History | Reduced | 13,588 | 717 | 0.04% | 0.04% | 534 | -1,074 | -7.33% | Q1 2026 | May 04, 2026 |
| Compass Ion Advisors, LLC | History | No change | 13,419 | 708 | 0.07% | 0.06% | 535 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 13,076 | 707 | 0.24% | 0.22% | 536 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 13,197 | 696 | 0.01% | 0.02% | 537 | -14,289 | -51.99% | Q1 2026 | May 01, 2026 |
| Blume Capital Management, Inc. | History | No change | 13,200 | 696 | 0.12% | 0.12% | 538 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 13,099 | 691 | 0.25% | — | 539 | +13,099 | New | Q1 2026 | May 13, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 12,989 | 685 | 0.42% | 0.35% | 540 | +1,988 | 18.07% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,900 | 680 | 0.0% | — | 541 | +12,900 | New | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 12,857 | 678 | 0.01% | 0.01% | 542 | +302 | 2.41% | Q1 2026 | May 14, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 12,693 | 669 | 0.23% | 0.51% | 544 | -15,360 | -54.75% | Q1 2026 | May 04, 2026 |
| Tranquility Partners, LLC | History | Added to | 12,596 | 669 | 0.25% | 0.22% | 543 | +344 | 2.81% | Q1 2026 | Apr 20, 2026 |
| Santori & Peters, Inc. | History | New | 12,627 | 666 | 0.21% | — | 546 | +12,627 | New | Q1 2026 | May 07, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 12,624 | 666 | 0.31% | 0.14% | 545 | +6,510 | 106.48% | Q1 2026 | Apr 21, 2026 |
| Trailhead Planners LLC | History | Reduced | 12,404 | 654 | 0.63% | 0.8% | 547 | -3,898 | -23.91% | Q1 2026 | May 06, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 12,315 | 649 | 0.36% | 0.35% | 548 | +11 | 0.09% | Q1 2026 | Apr 21, 2026 |
| HANOVER ADVISORS INC | History | Added to | 12,177 | 642 | 0.26% | 0.23% | 549 | +290 | 2.44% | Q1 2026 | May 07, 2026 |
| Oder Investment Management, LLC | History | Added to | 12,133 | 640 | 0.49% | 0.36% | 550 | +2,166 | 21.73% | Q1 2026 | May 05, 2026 |
| Unison Advisors LLC | History | Reduced | 11,896 | 627 | 0.05% | 0.05% | 551 | -119 | -0.99% | Q1 2026 | Apr 28, 2026 |
| Kathmere Capital Management, LLC | History | No change | 11,808 | 623 | 0.04% | 0.04% | 552 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 11,808 | 623 | 0.03% | 0.02% | 553 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12,406 | 619 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 12,402 | 618 | 0.1% | 0.09% | 555 | -781 | -5.92% | Q1 2026 | Apr 22, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 11,699 | 617 | 0.07% | 0.07% | 556 | -248 | -2.08% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 11,513 | 613 | 0.48% | 0.55% | 557 | -59 | -0.51% | Q1 2026 | Apr 02, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 11,604 | 612 | 0.02% | 0.01% | 558 | +4,618 | 66.1% | Q1 2026 | May 14, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 11,518 | 607 | 0.08% | 0.08% | 560 | -238 | -2.02% | Q1 2026 | Apr 17, 2026 |
| Vision Capital Management, Inc. | History | No change | 11,513 | 607 | 0.08% | 0.07% | 559 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Management, LLC | History | Reduced | 11,454 | 604 | 0.25% | 0.38% | 561 | -2,637 | -18.71% | Q1 2026 | Apr 08, 2026 |
| UPTICK PARTNERS, LLC | History | New | 11,441 | 603 | 0.12% | — | 562 | +11,441 | New | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,401 | 601 | 0.0% | — | 564 | +11,401 | New | Q1 2026 | May 12, 2026 |
| Waterfront Wealth Inc. | History | No change | 11,387 | 601 | 0.11% | 0.11% | 563 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pasadena Private Wealth, LLC | History | New | 11,350 | 599 | 0.08% | — | 565 | +11,350 | New | Q1 2026 | Apr 22, 2026 |
| Roundview Capital LLC | History | No change | 11,288 | 595 | 0.04% | 0.03% | 566 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Western Trust Bank | History | Reduced | 11,159 | 588 | 0.03% | 0.04% | 567 | -4,200 | -27.35% | Q1 2026 | May 12, 2026 |
| Gemmer Asset Management LLC | History | Added to | 11,138 | 587 | 0.05% | 0.04% | 568 | +1 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 10,990 | 580 | 0.01% | 0.01% | 569 | +2,056 | 23.01% | Q1 2026 | Apr 10, 2026 |
| BOS Asset Management, LLC | History | Added to | 10,908 | 575 | 0.15% | 0.13% | 570 | +1,336 | 13.96% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 10,835 | 571 | 0.01% | 0.01% | 571 | +1,636 | 17.78% | Q1 2026 | Apr 17, 2026 |
| Meredith Wealth Planning | History | Reduced | 10,752 | 567 | 0.15% | 0.16% | 572 | -16 | -0.15% | Q1 2026 | Apr 27, 2026 |
| K2 Financial Inc. | History | Reduced | 10,391 | 565 | 0.41% | 0.41% | 573 | -83 | -0.79% | Q1 2026 | Apr 28, 2026 |
| WealthCollab, LLC | History | Added to | 10,690 | 564 | 0.23% | 0.22% | 574 | +38 | 0.36% | Q1 2026 | May 13, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 10,679 | 563 | 0.09% | 0.33% | 575 | -32,709 | -75.39% | Q1 2026 | May 04, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 10,505 | 560 | 0.21% | — | 577 | +10,505 | New | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,235 | 560 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 10,602 | 559 | 0.06% | 0.06% | 578 | +31 | 0.29% | Q1 2026 | May 13, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 10,452 | 551 | 0.14% | 0.15% | 579 | +4 | 0.04% | Q1 2026 | May 11, 2026 |
| Truepoint, Inc. | History | No change | 10,353 | 546 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Passive Capital Management, LLC. | History | Added to | 10,292 | 543 | 0.16% | 0.16% | 581 | +20 | 0.19% | Q1 2026 | May 14, 2026 |
| Financial Symmetry Inc | History | Added to | 9,741 | 536 | 0.19% | 0.19% | 582 | +404 | 4.33% | Q1 2026 | May 11, 2026 |
| First Financial Group Corp | History | Added to | 10,110 | 533 | 0.44% | 0.42% | 583 | +250 | 2.54% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 9,945 | 524 | 0.0% | 0.0% | 584 | -38 | -0.38% | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 9,942 | 524 | 0.05% | 0.05% | 585 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Compass Advisory Group LLC | History | Added to | 9,906 | 522 | 0.14% | 0.07% | 586 | +4,364 | 78.74% | Q1 2026 | Apr 21, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 9,798 | 517 | 0.13% | 0.15% | 587 | -1,923 | -16.41% | Q1 2026 | May 07, 2026 |
| Argent Trust Co | History | Added to | 9,745 | 514 | 0.02% | 0.02% | 588 | +162 | 1.69% | Q1 2026 | May 13, 2026 |
| Narus Financial Partners, LLC | History | Added to | 9,723 | 513 | 0.13% | 0.11% | 589 | +1,519 | 18.52% | Q1 2026 | Apr 21, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 9,657 | 509 | 0.21% | 0.15% | 590 | +2,056 | 27.05% | Q1 2026 | May 07, 2026 |
| Exeter Financial, LLC | History | Added to | 9,451 | 498 | 0.2% | 0.2% | 591 | +19 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,315 | 491 | 0.0% | 0.01% | 592 | -10,903 | -53.93% | Q1 2026 | May 13, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 9,294 | 490 | 0.21% | 0.21% | 593 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NICOLET BANKSHARES INC | History | New | 9,171 | 484 | 0.02% | — | 595 | +9,171 | New | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 9,189 | 484 | 0.02% | 0.02% | 594 | -140 | -1.5% | Q1 2026 | May 06, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 9,130 | 481 | 0.38% | 0.38% | 596 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Five Oceans Advisors | History | Reduced | 8,915 | 470 | 0.17% | 0.18% | 597 | -1,172 | -11.62% | Q1 2026 | Apr 07, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 8,844 | 466 | 0.02% | 0.02% | 598 | -160 | -1.78% | Q1 2026 | Apr 29, 2026 |
| Financial Harvest, LLC | History | No change | 8,831 | 466 | 0.27% | 0.27% | 599 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 8,803 | 464 | 0.02% | 0.02% | 600 | -3,434 | -28.06% | Q1 2026 | Apr 28, 2026 |
| Bluesphere Advisors LLC | History | New | 8,739 | 461 | 0.16% | — | 602 | +8,739 | New | Q1 2026 | Apr 22, 2026 |
| Partners in Financial Planning | History | Added to | 8,735 | 461 | 0.08% | 0.07% | 601 | +6 | 0.07% | Q1 2026 | May 11, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 9,171 | 457 | 0.05% | 0.05% | 603 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GEM Asset Management, LLC | History | Added to | 8,593 | 453 | 0.2% | 0.15% | 604 | +1,969 | 29.73% | Q1 2026 | Apr 10, 2026 |
| Aprio Wealth Management, LLC | History | New | 8,556 | 451 | 0.02% | — | 605 | +8,556 | New | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Added to | 8,529 | 450 | 0.01% | 0.0% | 606 | +4,185 | 96.34% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 8,479 | 447 | 0.0% | — | 607 | +8,479 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,433 | 445 | 0.0% | 0.0% | 609 | +1,560 | 22.7% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 8,435 | 445 | 0.02% | 0.02% | 608 | -1,072 | -11.28% | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 8,358 | 441 | 0.03% | 0.03% | 610 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STALEY CAPITAL ADVISERS INC | History | New | 8,302 | 438 | 0.02% | — | 611 | +8,302 | New | Q1 2026 | Apr 29, 2026 |
| Westmount Partners, LLC | History | Added to | 8,272 | 436 | 0.11% | 0.07% | 613 | +2,791 | 50.92% | Q1 2026 | Apr 16, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 8,262 | 436 | 0.15% | 0.14% | 612 | +70 | 0.85% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,251 | 435 | 0.01% | 0.01% | 614 | +389 | 4.95% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 8,187 | 432 | 0.0% | 0.03% | 615 | -53,509 | -86.73% | Q1 2026 | May 05, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 11,736 | 431 | 0.29% | — | 618 | +11,736 | New | Q1 2026 | May 13, 2026 |
| Heritage Financial Services, LLC | History | No change | 8,646 | 431 | 0.04% | 0.04% | 616 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 8,167 | 431 | 0.35% | 0.38% | 617 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CRA Financial Services, LLC | History | No change | 8,082 | 426 | 0.06% | 0.05% | 619 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 7,943 | 419 | 0.0% | — | 620 | +7,943 | New | Q1 2026 | May 15, 2026 |
| Vantus Wealth LLC | History | No change | 8,264 | 412 | 0.3% | 0.3% | 621 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7,805 | 411 | 0.03% | 0.03% | 622 | +608 | 8.45% | Q1 2026 | May 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 7,686 | 405 | 0.05% | 0.05% | 623 | -269 | -3.38% | Q1 2026 | Apr 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 7,629 | 402 | 0.04% | 0.04% | 624 | +501 | 7.03% | Q1 2026 | Apr 15, 2026 |
| MAYPORT, LLC | History | New | 7,608 | 401 | 0.07% | — | 625 | +7,608 | New | Q1 2026 | Apr 21, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 7,473 | 394 | 0.07% | 0.06% | 626 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Argyle Capital Partners, LLC | History | New | 7,459 | 393 | 0.28% | — | 627 | +7,459 | New | Q1 2026 | May 07, 2026 |
| Clayton Financial Group LLC | History | No change | 7,428 | 392 | 0.2% | 0.19% | 628 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 7,400 | 390 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 7,355 | 388 | 0.08% | 0.08% | 630 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Flagstone Financial Management | History | Reduced | 7,320 | 386 | 0.1% | 0.1% | 632 | -331 | -4.33% | Q1 2026 | Apr 27, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 7,321 | 386 | 0.04% | 0.03% | 631 | +50 | 0.69% | Q1 2026 | May 06, 2026 |
| Harvest Investment Services, LLC | History | No change | 7,305 | 385 | 0.07% | 0.07% | 633 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RS CRUM INC. | History | No change | 7,272 | 383 | 0.07% | 0.07% | 634 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Busey Bank | History | Added to | 7,151 | 377 | 0.01% | 0.01% | 635 | +2,948 | 70.14% | Q1 2026 | Apr 28, 2026 |
| Goldstein Advisors, LLC | History | No change | 7,116 | 375 | 0.04% | 0.04% | 636 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 7,015 | 370 | 0.33% | 0.33% | 637 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Matisse Capital | History | No change | 7,000 | 369 | 0.16% | 0.16% | 638 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ridgewood Investments LLC | History | New | 6,963 | 367 | 0.15% | — | 639 | +6,963 | New | Q1 2026 | Apr 03, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 6,924 | 365 | 0.04% | 0.04% | 640 | -155 | -2.19% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 7,255 | 362 | 0.03% | 0.03% | 641 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 6,838 | 360 | 0.02% | 0.02% | 642 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 6,799 | 358 | 0.01% | 0.01% | 643 | -386 | -5.37% | Q1 2026 | Apr 29, 2026 |
| VERITY Wealth Advisors | History | No change | 6,771 | 357 | 0.24% | 0.21% | 644 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 6,418 | 355 | 0.14% | 0.14% | 646 | +13 | 0.2% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,736 | 355 | 0.01% | 0.01% | 645 | +2 | 0.03% | Q1 2026 | Apr 08, 2026 |
| GDS Wealth Management | History | New | 6,692 | 353 | 0.02% | — | 647 | +6,692 | New | Q1 2026 | Apr 27, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 6,643 | 350 | 0.19% | 0.2% | 648 | -117 | -1.73% | Q1 2026 | Apr 21, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 6,605 | 348 | 0.1% | 0.1% | 649 | -365 | -5.24% | Q1 2026 | May 01, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 6,553 | 345 | 0.23% | 0.22% | 650 | +254 | 4.03% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,488 | 342 | 0.03% | 0.03% | 651 | +625 | 10.66% | Q1 2026 | Apr 30, 2026 |
| Generations Wealth, LLC | History | Reduced | 6,449 | 340 | 0.33% | 0.33% | 653 | -78 | -1.2% | Q1 2026 | May 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 6,443 | 340 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 6,774 | 338 | 0.24% | 0.24% | 654 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Daytona Street Capital LLC | History | No change | 6,328 | 338 | 0.26% | 0.24% | 655 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 6,332 | 334 | 0.06% | 0.06% | 656 | +12 | 0.19% | Q1 2026 | May 07, 2026 |
| Bridgewater Advisors Inc. | History | No change | 5,987 | 333 | 0.02% | 0.02% | 657 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 6,274 | 331 | 0.01% | 0.0% | 658 | +1,964 | 45.57% | Q1 2026 | May 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,202 | 327 | 0.01% | 0.01% | 659 | -37 | -0.59% | Q1 2026 | Apr 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 6,210 | 327 | 0.02% | 0.01% | 660 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Renasant Bank | History | No change | 6,160 | 325 | 0.23% | 0.21% | 661 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 6,005 | 316 | 0.08% | 0.07% | 662 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,924 | 312 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 5,856 | 309 | 0.02% | 0.02% | 664 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 5,842 | 308 | 0.06% | 0.07% | 665 | -663 | -10.19% | Q1 2026 | Apr 23, 2026 |
| Concord Wealth Partners | History | Added to | 5,818 | 307 | 0.04% | 0.02% | 666 | +2,368 | 68.64% | Q1 2026 | May 01, 2026 |
| Intrua Financial, LLC | History | Reduced | 5,790 | 305 | 0.03% | 0.03% | 668 | -5 | -0.09% | Q1 2026 | Apr 23, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 5,794 | 305 | 0.01% | 0.01% | 667 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 5,710 | 301 | 0.08% | 0.07% | 669 | +123 | 2.2% | Q1 2026 | May 14, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 5,640 | 297 | 0.07% | 0.07% | 671 | +9 | 0.16% | Q1 2026 | Apr 23, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 5,641 | 297 | 0.27% | 0.25% | 670 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 5,565 | 293 | 0.11% | 0.12% | 672 | -480 | -7.94% | Q1 2026 | Apr 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 5,252 | 290 | 0.01% | 0.01% | 673 | +979 | 22.91% | Q1 2026 | May 14, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 5,478 | 289 | 0.35% | 0.29% | 674 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 5,464 | 288 | 0.05% | 0.04% | 675 | +676 | 14.12% | Q1 2026 | May 12, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 5,326 | 281 | 0.2% | 0.2% | 676 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SAPIENT CAPITAL LLC | History | New | 5,289 | 279 | 0.0% | — | 678 | +5,289 | New | Q1 2026 | Apr 08, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 5,302 | 279 | 0.02% | 0.03% | 677 | -975 | -15.53% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,286 | 278 | 0.0% | 0.0% | 679 | +4,222 | 396.8% | Q1 2026 | May 13, 2026 |
| GM Advisory Group, LLC | History | No change | 5,272 | 278 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 5,251 | 277 | 0.01% | 0.01% | 681 | +742 | 16.46% | Q1 2026 | Apr 15, 2026 |
| WNY Asset Management, LLC | History | New | 5,219 | 275 | 0.03% | — | 682 | +5,219 | New | Q1 2026 | May 22, 2026 |
| Avion Wealth | History | No change | 5,140 | 271 | 0.06% | 0.05% | 683 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Caldwell Trust Co | History | No change | 5,130 | 270 | 0.02% | 0.02% | 684 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 5,068 | 267 | 0.07% | 0.08% | 685 | -583 | -10.32% | Q1 2026 | Apr 27, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 5,073 | 267 | 0.06% | 0.06% | 686 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 5,067 | 267 | 0.02% | 0.02% | 687 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Castleview Partners, LLC | History | Reduced | 5,028 | 265 | 0.14% | 0.13% | 688 | -129 | -2.5% | Q1 2026 | May 01, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 4,986 | 263 | 0.24% | — | 689 | +4,986 | New | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,980 | 262 | 0.0% | 0.0% | 690 | +2,437 | 95.83% | Q1 2026 | May 06, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 4,960 | 261 | 0.02% | — | 691 | +4,960 | New | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,933 | 260 | 0.01% | 0.01% | 692 | +150 | 3.14% | Q1 2026 | May 13, 2026 |
| Orion Capital Management LLC | History | No change | 4,928 | 260 | 0.09% | 0.08% | 693 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 4,886 | 257 | 0.05% | 0.06% | 694 | -80 | -1.61% | Q1 2026 | May 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 4,859 | 256 | 0.09% | 0.09% | 695 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 4,833 | 255 | 0.01% | — | 697 | +4,833 | New | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,838 | 255 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,759 | 251 | 0.0% | 0.0% | 699 | -2,324 | -32.81% | Q1 2026 | May 14, 2026 |
| DBK Financial Counsel, LLC | History | No change | 5,045 | 251 | 0.19% | 0.19% | 698 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cadence Bank | History | No change | 4,941 | 246 | 0.01% | 0.01% | 700 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bell Bank | History | No change | 4,646 | 245 | 0.01% | 0.01% | 701 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 4,623 | 243 | 0.02% | 0.02% | 703 | +571 | 14.09% | Q1 2026 | Apr 09, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 4,882 | 243 | 0.03% | 0.03% | 702 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Citrine Capital LLC | History | No change | 4,548 | 240 | 0.1% | 0.1% | 704 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 4,499 | 237 | 0.12% | 0.13% | 707 | +9 | 0.2% | Q1 2026 | May 11, 2026 |
| Roble, Belko & Company, Inc | History | No change | 4,489 | 237 | 0.03% | 0.03% | 705 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clarity Wealth Development LLC | History | No change | 4,507 | 237 | 0.19% | 0.19% | 706 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stirlingshire Investments, Inc. | History | New | 4,489 | 236 | 0.21% | — | 710 | +4,489 | New | Q1 2026 | May 04, 2026 |
| Delos Wealth Advisors, LLC | History | New | 4,481 | 236 | 0.14% | — | 711 | +4,481 | New | Q1 2026 | May 14, 2026 |
| Canal Capital Management, LLC | History | Added to | 4,477 | 236 | 0.03% | 0.03% | 709 | +9 | 0.2% | Q1 2026 | Apr 27, 2026 |
| Liberty Capital Management, Inc. | History | No change | 4,731 | 236 | 0.04% | 0.04% | 708 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,459 | 235 | 0.0% | — | 713 | +4,459 | New | Q1 2026 | May 11, 2026 |
| Summit Wealth Group, LLC | History | Added to | 4,471 | 235 | 0.05% | 0.05% | 712 | +219 | 5.15% | Q1 2026 | May 04, 2026 |
| Balefire, LLC | History | New | 4,451 | 234 | 0.04% | — | 716 | +4,451 | New | Q1 2026 | May 07, 2026 |
| Foundry Financial LLC | History | Added to | 4,441 | 234 | 0.1% | 0.11% | 715 | +424 | 10.56% | Q1 2026 | Apr 21, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 4,434 | 234 | 0.07% | 0.06% | 714 | +1 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Cooke Wealth Management, LLC | History | New | 4,375 | 230 | 0.2% | — | 719 | +4,375 | New | Q1 2026 | Apr 10, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 4,375 | 230 | 0.05% | 0.05% | 718 | +9 | 0.21% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,363 | 230 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Caprock Group, LLC | History | Reduced | 4,302 | 227 | 0.01% | 0.0% | 720 | -192 | -4.27% | Q1 2026 | May 11, 2026 |
| Level Wealth Management LLC | History | New | 4,274 | 225 | 0.11% | — | 721 | +4,274 | New | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 4,263 | 224 | 0.0% | 0.0% | 722 | -30 | -0.7% | Q1 2026 | Apr 07, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 4,208 | 222 | 0.03% | — | 723 | +4,208 | New | Q1 2026 | May 01, 2026 |
| Heron Bay Capital Management | History | New | 4,189 | 221 | 0.02% | — | 724 | +4,189 | New | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,160 | 219 | 0.01% | — | 725 | +4,160 | New | Q1 2026 | May 15, 2026 |
| Kinloch Capital, LLC | History | New | 4,138 | 218 | 0.09% | — | 728 | +4,138 | New | Q1 2026 | May 15, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | New | 4,135 | 218 | 0.05% | — | 727 | +4,135 | New | Q1 2026 | Apr 16, 2026 |
| Rinkey Investments | History | No change | 4,147 | 218 | 0.06% | 0.05% | 726 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | New | 4,126 | 217 | 0.1% | — | 732 | +4,126 | New | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | New | 4,120 | 217 | 0.01% | — | 731 | +4,120 | New | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,121 | 217 | 0.01% | 0.01% | 729 | +8 | 0.19% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,129 | 217 | 0.02% | 0.02% | 730 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CGN Advisors LLC | History | Reduced | 4,110 | 216 | 0.02% | 0.02% | 733 | -1,103 | -21.16% | Q1 2026 | Apr 13, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 4,094 | 216 | 0.03% | 0.03% | 734 | -344 | -7.75% | Q1 2026 | May 01, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 4,083 | 215 | 0.2% | — | 735 | +4,083 | New | Q1 2026 | May 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 4,047 | 213 | 0.04% | 0.04% | 736 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 3,970 | 209 | 0.13% | — | 739 | +3,970 | New | Q1 2026 | Apr 10, 2026 |
| Brio Consultants, LLC | History | New | 3,820 | 209 | 0.03% | — | 738 | +3,820 | New | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 3,961 | 209 | 0.03% | 0.03% | 737 | -89 | -2.2% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | New | 3,937 | 207 | 0.01% | — | 740 | +3,937 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 3,937 | 207 | 0.03% | — | 741 | +3,937 | New | Q1 2026 | Apr 28, 2026 |
| Anson Capital, Inc. | History | New | 3,917 | 206 | 0.14% | — | 742 | +3,917 | New | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | New | 3,885 | 205 | 0.0% | — | 743 | +3,885 | New | Q1 2026 | May 15, 2026 |
| Life Planning Partners, Inc | History | New | 3,811 | 201 | 0.15% | — | 744 | +3,811 | New | Q1 2026 | Apr 28, 2026 |
| Vawter Financial, Ltd. | History | New | 3,800 | 200 | 0.08% | — | 746 | +3,800 | New | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | New | 3,791 | 200 | 0.02% | — | 745 | +3,791 | New | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 43,000 | 187 | 0.01% | 0.01% | 747 | -2,501 | -5.5% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,534 | 186 | 0.01% | — | 748 | +3,524 | 35240.0% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 3,423 | 180 | 0.01% | 0.02% | 749 | +3 | 0.09% | Q1 2026 | May 19, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 3,318 | 179 | 0.0% | 0.0% | 750 | +1,070 | 47.6% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,327 | 175 | 0.0% | 0.0% | 751 | +7 | 0.21% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 3,003 | 158 | 0.04% | 0.05% | 752 | -94 | -3.04% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Added to | 2,897 | 152 | 0.0% | 0.0% | 753 | +534 | 22.6% | Q1 2026 | May 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 2,760 | 145 | 0.05% | 0.05% | 754 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 2,657 | 140 | 0.07% | 0.06% | 755 | +277 | 11.64% | Q1 2026 | May 14, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 2,627 | 138 | 0.02% | 0.02% | 756 | -407 | -13.41% | Q1 2026 | Apr 23, 2026 |
| BankChampaign, National Association | History | Added to | 2,451 | 129 | 0.13% | 0.13% | 757 | +2,101 | 600.29% | Q1 2026 | May 21, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,404 | 126 | 0.01% | 0.0% | 758 | +2,305 | 2328.28% | Q1 2026 | May 06, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 2,331 | 123 | 0.05% | 0.05% | 759 | +4 | 0.17% | Q1 2026 | May 12, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 2,313 | 122 | 0.03% | — | 760 | +2,313 | New | Q1 2026 | Apr 20, 2026 |
| Operose Advisors LLC | History | Added to | 2,239 | 118 | 0.03% | 0.01% | 761 | +1,069 | 91.37% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,224 | 117 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 2,182 | 115 | 0.03% | 0.03% | 763 | -47 | -2.11% | Q1 2026 | Apr 22, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 2,188 | 115 | 0.09% | 0.07% | 764 | +4 | 0.18% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,992 | 105 | 0.0% | 0.0% | 765 | +762 | 61.95% | Q1 2026 | May 08, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,963 | 103 | 0.01% | 0.01% | 766 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pacific Center for Financial Services | History | Added to | 1,916 | 101 | 0.03% | 0.02% | 767 | +64 | 3.46% | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,904 | 100 | 0.03% | 0.03% | 768 | -177 | -8.51% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,856 | 97 | 0.0% | 0.0% | 769 | -14,756 | -88.83% | Q1 2026 | May 13, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1,849 | 97 | 0.06% | 0.06% | 770 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hickory Point Bank & Trust | History | New | 1,792 | 94 | 0.06% | — | 772 | +1,792 | New | Q1 2026 | Apr 03, 2026 |
| Arax Advisory Partners | History | Added to | 1,787 | 94 | 0.0% | 0.0% | 771 | +1 | 0.06% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 1,737 | 91 | 0.02% | 0.02% | 773 | +14 | 0.81% | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 1,733 | 86 | 0.05% | 0.05% | 774 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,625 | 85 | 0.02% | 0.02% | 775 | +3 | 0.18% | Q1 2026 | May 06, 2026 |
| Investment Research & Advisory Group, Inc. | History | New | 1,600 | 84 | 0.03% | — | 776 | +1,600 | New | Q1 2026 | Apr 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,496 | 78 | 0.07% | 0.06% | 777 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Forum Finance Group S.A. | History | New | 1,795 | 77 | 0.04% | — | 780 | +1,795 | New | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,469 | 77 | 0.0% | — | 779 | +1,469 | New | Q1 2026 | May 07, 2026 |
| American Capital Advisory, LLC | History | Reduced | 1,464 | 77 | 0.03% | 0.04% | 778 | -444 | -23.27% | Q1 2026 | Apr 29, 2026 |
| CX Institutional | History | Added to | 1,448 | 76 | 0.0% | 0.0% | 782 | +3 | 0.21% | Q1 2026 | Apr 06, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,444 | 76 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,423 | 75 | 0.01% | 0.01% | 783 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BOKF, NA | History | Reduced | 1,406 | 74 | 0.0% | 0.0% | 784 | -1,406 | -50.0% | Q1 2026 | May 08, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,335 | 70 | 0.05% | 0.05% | 785 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Basepoint Wealth LLC | History | New | 1,293 | 68 | 0.04% | — | 786 | +1,293 | New | Q1 2026 | May 07, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,287 | 67 | 0.05% | 0.05% | 787 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JNBA Financial Advisors | History | Added to | 1,254 | 66 | 0.01% | 0.0% | 788 | +523 | 71.55% | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,215 | 64 | 0.0% | — | 791 | +1,215 | New | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,217 | 64 | 0.02% | 0.01% | 790 | +17 | 1.42% | Q1 2026 | May 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,230 | 64 | 0.01% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 1,140 | 60 | 0.02% | 0.01% | 792 | +448 | 64.74% | Q1 2026 | Apr 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,054 | 55 | 0.0% | — | 795 | +1,054 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,045 | 55 | 0.0% | — | 796 | +1,045 | New | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | No change | 1,056 | 55 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,050 | 55 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | New | 1,010 | 53 | 0.0% | — | 798 | +1,010 | New | Q1 2026 | Apr 08, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 1,007 | 53 | 0.01% | — | 797 | +1,007 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,000 | 52 | 0.0% | 0.0% | 801 | -2,908 | -74.41% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,002 | 52 | 0.0% | 0.0% | 799 | +502 | 100.4% | Q1 2026 | Apr 21, 2026 |
| Bogart Wealth, LLC | History | Added to | 994 | 52 | 0.0% | 0.0% | 800 | +1 | 0.1% | Q1 2026 | Apr 28, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,000 | 52 | 0.02% | 0.02% | 802 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Added to | 930 | 49 | 0.0% | 0.0% | 804 | +39 | 4.38% | Q1 2026 | Apr 27, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 942 | 49 | 0.04% | 0.04% | 803 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 916 | 48 | 0.02% | — | 805 | +916 | New | Q1 2026 | May 07, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 970 | 48 | 0.02% | 0.02% | 806 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Private Wealth Management Group, LLC | History | No change | 904 | 47 | 0.01% | 0.01% | 807 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Redwood Park Advisors LLC | History | Added to | 706 | 37 | 0.02% | 0.02% | 808 | +1 | 0.14% | Q1 2026 | May 04, 2026 |
| West Financial Advisors, LLC | History | No change | 666 | 35 | 0.01% | 0.01% | 809 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 625 | 33 | 0.0% | — | 810 | +625 | New | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | New | 619 | 32 | 0.0% | — | 812 | +619 | New | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | No change | 615 | 32 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Advisors LLC | History | New | 600 | 31 | 0.02% | — | 813 | +600 | New | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | No change | 576 | 30 | 0.01% | 0.01% | 814 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MGB Wealth Management, LLC | History | No change | 605 | 30 | 0.01% | 0.01% | 815 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 551 | 29 | 0.0% | — | 817 | +551 | New | Q1 2026 | May 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 560 | 29 | 0.02% | 0.02% | 816 | +40 | 7.69% | Q1 2026 | May 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 532 | 28 | 0.02% | 0.01% | 819 | +187 | 54.2% | Q1 2026 | May 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 549 | 28 | 0.01% | 0.01% | 818 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Transce3nd, LLC | History | No change | 512 | 27 | 0.24% | 0.22% | 820 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 491 | 25 | 0.01% | — | 822 | +491 | New | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 474 | 25 | 0.0% | 0.0% | 821 | +1 | 0.21% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | Added to | 455 | 24 | 0.01% | 0.01% | 823 | +1 | 0.22% | Q1 2026 | Apr 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 398 | 21 | 0.0% | 0.0% | 824 | -1,261 | -76.01% | Q1 2026 | Apr 28, 2026 |
| Anchor Investment Management, LLC | History | New | 401 | 21 | 0.0% | — | 825 | +401 | New | Q1 2026 | May 01, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 362 | 19 | 0.01% | — | 828 | +362 | New | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 368 | 19 | 0.0% | 0.0% | 826 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Providence Capital Advisors, LLC | History | No change | 374 | 19 | 0.0% | 0.0% | 827 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 348 | 18 | 0.0% | 0.0% | 829 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 330 | 17 | 0.01% | 0.01% | 830 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HOWE & RUSLING INC | History | No change | 313 | 16 | 0.0% | 0.0% | 831 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 303 | 16 | 0.01% | 0.01% | 832 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 279 | 14 | 0.0% | 0.0% | 833 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 256 | 13 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 232 | 12 | 0.0% | 0.0% | 835 | +188 | 427.27% | Q1 2026 | Apr 17, 2026 |
| Timmons Wealth Management, LLC | History | No change | 235 | 12 | 0.01% | 0.01% | 836 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 200 | 11 | 0.0% | 0.0% | 837 | -220 | -52.38% | Q1 2026 | May 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 221 | 11 | 0.0% | 0.0% | 838 | -12 | -5.15% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | New | 200 | 10 | 0.03% | — | 840 | +200 | New | Q1 2026 | May 12, 2026 |
| Hara Capital LLC | History | No change | 200 | 10 | 0.0% | 0.01% | 839 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 181 | 9 | 0.0% | 0.0% | 841 | -220 | -54.86% | Q1 2026 | Apr 20, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 177 | 9 | 0.0% | — | 844 | +177 | New | Q1 2026 | May 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 175 | 9 | 0.0% | — | 842 | +175 | New | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | New | 175 | 9 | 0.0% | — | 843 | +175 | New | Q1 2026 | May 19, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 167 | 8 | 0.0% | — | 848 | +167 | New | Q1 2026 | Apr 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 165 | 8 | 0.0% | — | 849 | +165 | New | Q1 2026 | Apr 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 165 | 8 | 0.0% | 0.0% | 845 | +22 | 15.38% | Q1 2026 | Apr 17, 2026 |
| Glassman Wealth Services | History | No change | 167 | 8 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | No change | 153 | 8 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 140 | 7 | 0.0% | 0.0% | 851 | -239 | -63.06% | Q1 2026 | May 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 145 | 7 | 0.0% | — | 853 | +145 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 145 | 7 | 0.0% | — | 854 | +145 | New | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 141 | 7 | 0.0% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | No change | 145 | 7 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | No change | 103 | 5 | 0.0% | 0.0% | 855 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | Added to | 84 | 4 | 0.0% | 0.0% | 856 | +20 | 31.25% | Q1 2026 | Apr 30, 2026 |
| Merrithew & Thorsten Inc | History | No change | 93 | 4 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 38 | 2 | 0.0% | — | 859 | +38 | New | Q1 2026 | May 14, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 6.96% | — | -495,832 | -100.0% | Q1 2026 | May 13, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 4.04% | — | -471,905 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.09% | — | -463,800 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 3.32% | — | -278,885 | -100.0% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -206,028 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.17% | — | -37,830 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -26,878 | -100.0% | Q1 2026 | May 15, 2026 |
| Wolfstich Capital, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -23,198 | -100.0% | Q1 2026 | Apr 21, 2026 |
| NerdWallet Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -18,783 | -100.0% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,303 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,209 | -100.0% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -9,935 | -100.0% | Q1 2026 | May 12, 2026 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,873 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,801 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,433 | -100.0% | Q1 2026 | May 12, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -4,992 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,941 | -100.0% | Q1 2026 | Apr 17, 2026 |
| SCRATCH CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,208 | -100.0% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,895 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.01% | — | -1,437 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -681 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -659 | -100.0% | Q1 2026 | May 01, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -428 | -100.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -388 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 1 | 0 | — | 0.0% | — | -192 | -99.48% | Q1 2026 | Apr 03, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q1 2026 | May 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 13, 2026 |
| Citizens National Bank Trust Department | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WPG Advisers, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |