Dimensional ETF Trust - DFUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | History | Reduced | 44,074,306 | 3,125,309 | 3.85% | 3.98% | 1 | -398,394 | -0.9% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 9,340,123 | 664,171 | 0.74% | 0.78% | 2 | +79,064 | 0.85% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Added to | 7,486,563 | 530,947 | 16.65% | 24.08% | 3 | +26,368 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,125,950 | 434,391 | 20.09% | 20.17% | 4 | +805,252 | 15.13% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 4,742,037 | 351,716 | 6.91% | 6.89% | 5 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 4,952,143 | 351,156 | 15.8% | 17.24% | 6 | -507 | -0.01% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Reduced | 4,457,788 | 330,143 | 9.39% | 10.1% | 7 | -46,795 | -1.04% | Q1 2026 | Apr 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 3,866,695 | 286,792 | 13.89% | 13.52% | 8 | -7,712 | -0.2% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Added to | 3,662,750 | 259,725 | 0.07% | 0.07% | 9 | +60,898 | 1.69% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,394,161 | 240,679 | 0.36% | 0.32% | 10 | +568,587 | 20.12% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 3,357,019 | 238,046 | 0.16% | 0.18% | 11 | -69,163 | -2.02% | Q1 2026 | May 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 3,321,432 | 235,522 | 12.51% | 12.95% | 12 | +153,007 | 4.83% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 2,994,330 | 212,326 | 0.25% | 0.24% | 13 | +282,601 | 10.42% | Q1 2026 | May 13, 2026 |
| Great Waters Wealth Management | History | Added to | 2,817,903 | 199,817 | 21.15% | 21.91% | 14 | +132,363 | 4.93% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,536,124 | 179,789 | 1.81% | 2.12% | 15 | +204,402 | 8.77% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 2,533,557 | 179,654 | 6.21% | 6.69% | 16 | +115,694 | 4.78% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 2,180,551 | 168,796 | 2.51% | 1.79% | 17 | +956,292 | 78.11% | Q1 2026 | Apr 20, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 2,325,624 | 164,910 | 40.09% | 41.27% | 18 | +17,656 | 0.77% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,865,705 | 128,528 | 4.64% | 4.35% | 19 | +328,058 | 21.34% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,691,253 | 119,926 | 8.02% | 10.0% | 20 | +208,107 | 14.03% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,690,838 | 119,897 | 0.01% | 0.01% | 21 | +467,549 | 38.22% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,652,947 | 117,210 | 0.16% | 0.13% | 22 | +344,117 | 26.29% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,651,247 | 117,123 | 0.17% | 0.17% | 23 | -44,508 | -2.62% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,570,121 | 111,337 | 0.03% | 0.04% | 24 | +16,196 | 1.04% | Q1 2026 | May 14, 2026 |
| Flagstone Financial Management | History | Added to | 1,531,004 | 108,563 | 26.95% | 28.27% | 25 | +44,671 | 3.01% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,395,299 | 98,940 | 0.03% | 0.03% | 26 | +82,396 | 6.28% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,381,600 | 97,970 | 0.02% | 0.02% | 27 | +93,799 | 7.28% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,357,480 | 96,258 | 5.39% | 5.82% | 28 | -34,838 | -2.5% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,297,323 | 91,993 | 0.51% | 0.57% | 29 | -79,453 | -5.77% | Q1 2026 | Apr 30, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 1,280,186 | 90,777 | 15.83% | 15.42% | 30 | -173,823 | -11.95% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,105,861 | 85,781 | 1.92% | 2.01% | 31 | +18,862 | 1.74% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 1,176,569 | 83,430 | 8.99% | 9.5% | 32 | -976 | -0.08% | Q1 2026 | Apr 08, 2026 |
| Forum Financial Management, LP | History | Reduced | 1,171,335 | 83,059 | 1.18% | 1.15% | 33 | -25,580 | -2.14% | Q1 2026 | Apr 23, 2026 |
| Colony Family Offices, LLC | History | Added to | 1,157,780 | 82,098 | 20.25% | 21.02% | 34 | +22,765 | 2.01% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,089,484 | 77,255 | 0.93% | 0.97% | 35 | -46,626 | -4.1% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,028,531 | 72,446 | 0.15% | 0.16% | 36 | -547,524 | -34.74% | Q1 2026 | Apr 08, 2026 |
| Foster Group, Inc. | History | Reduced | 947,149 | 67,162 | 2.0% | 2.16% | 37 | -17,409 | -1.8% | Q1 2026 | Apr 13, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 939,846 | 66,644 | 3.58% | 3.8% | 38 | -10,636 | -1.12% | Q1 2026 | Apr 08, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 937,196 | 66,456 | 10.92% | 11.57% | 39 | -12,195 | -1.28% | Q1 2026 | Apr 29, 2026 |
| CHOREO, LLC | History | Added to | 933,545 | 66,197 | 0.81% | 0.88% | 40 | +5,070 | 0.55% | Q1 2026 | May 12, 2026 |
| Elser Financial Planning, Inc | History | Added to | 931,031 | 66,039 | 3.21% | 2.29% | 41 | +888,265 | 2077.04% | Q1 2026 | Apr 15, 2026 |
| Savant Capital, LLC | History | Reduced | 927,780 | 65,788 | 0.32% | 0.39% | 42 | -6,638 | -0.71% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 921,951 | 65,368 | 0.11% | 0.13% | 43 | -10,330 | -1.11% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 894,614 | 63,437 | 27.11% | 28.43% | 44 | +11,492 | 1.3% | Q1 2026 | May 06, 2026 |
| OLIO Financial Planning | History | Added to | 882,588 | 62,584 | 17.34% | 17.81% | 45 | +26,346 | 3.08% | Q1 2026 | Apr 14, 2026 |
| Tencap Wealth Coaching, LLC | History | Added to | 842,182 | 59,777 | 22.5% | 22.81% | 46 | +30,307 | 3.73% | Q1 2026 | Apr 17, 2026 |
| Wealth Management Nebraska | History | Added to | 835,254 | 59,227 | 6.0% | 6.63% | 47 | +53,871 | 6.89% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 827,028 | 58,644 | 6.67% | 6.64% | 48 | +44,977 | 5.75% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 813,517 | 56,043 | 0.0% | 0.0% | 49 | +10,884 | 1.36% | Q1 2026 | May 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 788,008 | 55,877 | 3.59% | 3.62% | 50 | +26,710 | 3.51% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 765,857 | 54,728 | 0.52% | 0.54% | 51 | +84,968 | 12.48% | Q1 2026 | Apr 07, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 751,465 | 53,286 | 10.63% | 11.75% | 52 | -2,950 | -0.39% | Q1 2026 | Apr 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 748,532 | 53,078 | 0.2% | 0.19% | 53 | +135,458 | 22.09% | Q1 2026 | Apr 30, 2026 |
| RS CRUM INC. | History | Added to | 746,551 | 52,937 | 10.24% | 10.84% | 54 | +15,219 | 2.08% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 723,325 | 51,290 | 0.27% | 0.33% | 55 | +86,169 | 13.52% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 690,457 | 48,961 | 0.07% | 0.04% | 56 | +327,084 | 90.01% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 688,729 | 48,837 | 0.07% | 0.07% | 57 | +15,398 | 2.29% | Q1 2026 | Apr 27, 2026 |
| Foundry Financial LLC | History | Added to | 673,205 | 47,736 | 20.22% | 18.2% | 58 | +206,258 | 44.17% | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | Added to | 672,942 | 47,718 | 0.1% | 0.1% | 59 | +36,522 | 5.74% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 661,366 | 46,897 | 0.05% | 0.04% | 60 | +188,144 | 39.76% | Q1 2026 | May 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 658,393 | 46,687 | 11.11% | 11.25% | 61 | +38,734 | 6.25% | Q1 2026 | Apr 22, 2026 |
| Everest Management Corp. | History | Reduced | 645,075 | 45,742 | 23.17% | 29.07% | 62 | -57,686 | -8.21% | Q1 2026 | May 06, 2026 |
| Crown Wealth Group, LLC | History | Added to | 644,636 | 45,711 | 13.43% | 13.19% | 63 | +8,060 | 1.27% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 614,973 | 45,610 | 0.29% | 0.3% | 64 | +28,729 | 4.9% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 643,129 | 45,604 | 17.9% | 18.71% | 65 | +22,472 | 3.62% | Q1 2026 | Apr 17, 2026 |
| McLean Asset Management Corp | History | Reduced | 642,571 | 45,564 | 7.97% | 8.79% | 66 | -8,629 | -1.33% | Q1 2026 | Apr 22, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 634,502 | 44,992 | 9.27% | 9.67% | 67 | +40,819 | 6.88% | Q1 2026 | May 12, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 575,743 | 40,825 | 7.34% | 8.05% | 68 | -3,669 | -0.63% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 575,203 | 40,787 | 1.29% | 1.32% | 69 | +19,845 | 3.57% | Q1 2026 | Apr 08, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 561,269 | 39,799 | 11.9% | 12.32% | 70 | +19,140 | 3.53% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 552,893 | 39,205 | 0.04% | 0.05% | 71 | -27,439 | -4.73% | Q1 2026 | May 05, 2026 |
| Graver Capital Management, LLC | History | Added to | 537,935 | 38,145 | 28.98% | 29.71% | 72 | +30,919 | 6.1% | Q1 2026 | Apr 23, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 524,268 | 37,175 | 9.11% | 11.07% | 73 | +17,134 | 3.38% | Q1 2026 | Apr 13, 2026 |
| Disciplined Equity Management, Inc. | History | Reduced | 523,787 | 37,141 | 18.66% | 20.24% | 74 | -2,794 | -0.53% | Q1 2026 | Apr 28, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 515,346 | 36,543 | 2.23% | 2.37% | 75 | -6,136 | -1.18% | Q1 2026 | May 04, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 512,578 | 36,346 | 10.79% | 12.54% | 76 | -68,876 | -11.85% | Q1 2026 | Apr 22, 2026 |
| KM Capital Management Ltd. | History | Reduced | 443,078 | 35,765 | 24.06% | 17.28% | 77 | -12,979 | -2.85% | Q1 2026 | May 15, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 503,575 | 35,708 | 5.4% | 5.69% | 78 | -291 | -0.06% | Q1 2026 | May 01, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 497,280 | 35,262 | 10.7% | 11.24% | 79 | +19,410 | 4.06% | Q1 2026 | Apr 23, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 466,915 | 34,579 | 3.11% | 3.2% | 80 | +18,635 | 4.16% | Q1 2026 | Apr 29, 2026 |
| Mason & Associates Inc | History | Reduced | 493,520 | 33,998 | 6.59% | 7.1% | 81 | -15,144 | -2.98% | Q1 2026 | Apr 30, 2026 |
| TCP Asset Management, LLC | History | Added to | 471,392 | 33,426 | 4.3% | 5.85% | 82 | +3,174 | 0.68% | Q1 2026 | Apr 10, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 467,866 | 33,176 | 11.82% | — | 83 | +467,866 | New | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 464,245 | 32,919 | 0.68% | 0.13% | 84 | +379,735 | 449.34% | Q1 2026 | May 15, 2026 |
| AG Asset Advisory, LLC | History | Added to | 458,308 | 32,498 | 26.95% | 28.76% | 85 | +5,927 | 1.31% | Q1 2026 | Apr 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 455,424 | 32,294 | 8.74% | 9.39% | 86 | -4,641 | -1.01% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 454,165 | 32,204 | 4.86% | 5.03% | 87 | +15,887 | 3.62% | Q1 2026 | Apr 22, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 443,136 | 31,422 | 8.05% | 0.73% | 88 | +407,062 | 1128.41% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 435,937 | 30,912 | 0.09% | 0.09% | 89 | -39,989 | -8.4% | Q1 2026 | May 04, 2026 |
| Retirement Solution LLC | History | Reduced | 431,483 | 30,596 | 7.24% | 7.64% | 90 | -33,544 | -7.21% | Q1 2026 | May 11, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Reduced | 431,171 | 30,574 | 13.73% | 14.27% | 91 | -2,653 | -0.61% | Q1 2026 | Apr 15, 2026 |
| Timonier Family Office, LTD. | History | No change | 383,354 | 28,433 | 9.02% | 9.02% | 92 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Edge Financial Advisors LLC | History | No change | 380,180 | 28,197 | 11.86% | 11.86% | 93 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Premier Financial Group | History | Added to | 378,298 | 27,176 | 4.63% | 7.27% | 94 | +4,347 | 1.16% | Q1 2026 | May 05, 2026 |
| Investmark Advisory Group LLC | History | Added to | 361,057 | 25,602 | 10.96% | 11.37% | 95 | +1,061 | 0.29% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 359,042 | 25,459 | 0.01% | 0.01% | 96 | +173,149 | 93.14% | Q1 2026 | May 15, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 358,725 | 25,437 | 8.61% | 7.22% | 97 | +64,119 | 21.76% | Q1 2026 | Apr 24, 2026 |
| Penserra Capital Management LLC | History | New | 358,227 | 25,401 | 0.3% | — | 98 | +358,227 | New | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Reduced | 357,142 | 25,324 | 1.18% | 1.29% | 99 | -32,770 | -8.4% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Added to | 354,994 | 25,172 | 0.69% | 0.01% | 100 | +350,161 | 7245.21% | Q1 2026 | May 12, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 317,131 | 24,514 | 13.98% | 14.24% | 101 | -866 | -0.27% | Q1 2026 | Apr 22, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 345,114 | 24,472 | 11.72% | 12.59% | 102 | +10,011 | 2.99% | Q1 2026 | Apr 09, 2026 |
| Asset Dedication, LLC | History | Reduced | 332,888 | 23,605 | 1.65% | 3.41% | 103 | -366,981 | -52.44% | Q1 2026 | May 29, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 319,697 | 22,669 | 4.34% | 4.53% | 104 | +18,228 | 6.05% | Q1 2026 | Apr 24, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 308,458 | 21,872 | 9.89% | 10.09% | 105 | +25,600 | 9.05% | Q1 2026 | Apr 09, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 308,441 | 21,871 | 6.55% | 6.57% | 106 | +17,643 | 6.07% | Q1 2026 | Apr 10, 2026 |
| MORGAN STANLEY | History | Reduced | 306,938 | 21,764 | 0.0% | 0.0% | 107 | -39,352 | -11.36% | Q1 2026 | May 15, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 303,546 | 21,524 | 11.77% | 12.22% | 108 | +11,625 | 3.98% | Q1 2026 | May 14, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 302,816 | 21,472 | 6.11% | 5.55% | 109 | +35,310 | 13.2% | Q1 2026 | Apr 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 300,466 | 21,306 | 0.21% | 0.21% | 110 | +14,714 | 5.15% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 296,747 | 21,042 | 0.05% | 0.05% | 111 | +22,989 | 8.4% | Q1 2026 | Apr 30, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 286,220 | 20,295 | 3.97% | 3.65% | 112 | +27,949 | 10.82% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 283,633 | 20,113 | 0.03% | 0.03% | 113 | -4,172 | -1.45% | Q1 2026 | May 15, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 281,089 | 19,931 | 9.85% | 10.75% | 114 | -11,070 | -3.79% | Q1 2026 | Apr 30, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 274,221 | 19,445 | 4.19% | 3.56% | 115 | +54,378 | 24.73% | Q1 2026 | Apr 13, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 271,982 | 19,286 | 11.27% | 11.8% | 116 | +8,126 | 3.08% | Q1 2026 | May 07, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 269,699 | 19,124 | 4.93% | 5.07% | 117 | +8,651 | 3.31% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 269,320 | 19,097 | 0.08% | 0.05% | 118 | +103,883 | 62.79% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Added to | 267,323 | 18,955 | 7.65% | 7.56% | 119 | +32,061 | 13.63% | Q1 2026 | Apr 29, 2026 |
| Kestra Investment Management, LLC | History | Added to | 252,541 | 17,907 | 0.31% | 0.24% | 120 | +122,331 | 93.95% | Q1 2026 | May 11, 2026 |
| Security Financial Services, INC. | History | Reduced | 249,996 | 17,727 | 2.8% | 3.01% | 121 | -8,415 | -3.26% | Q1 2026 | May 27, 2026 |
| Spire Wealth Management | History | Reduced | 248,067 | 17,590 | 0.6% | 0.62% | 122 | -1,599 | -0.64% | Q1 2026 | Apr 22, 2026 |
| Mendota Financial Group, LLC | History | Added to | 246,019 | 17,445 | 12.92% | 12.98% | 123 | +5,623 | 2.34% | Q1 2026 | Apr 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 245,094 | 17,379 | 1.39% | 1.76% | 124 | -43,767 | -15.15% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 241,407 | 17,118 | 4.13% | 4.33% | 125 | -991 | -0.41% | Q1 2026 | May 01, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 234,068 | 16,597 | 4.39% | 4.41% | 126 | +7,074 | 3.12% | Q1 2026 | Apr 27, 2026 |
| GEM Asset Management, LLC | History | Added to | 233,207 | 16,536 | 7.3% | 6.92% | 127 | +26,551 | 12.85% | Q1 2026 | Apr 10, 2026 |
| Warburton Capital Management, LLC | History | Added to | 221,320 | 16,404 | 8.0% | 4.86% | 128 | +105,215 | 90.62% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 230,904 | 16,373 | 0.03% | 0.03% | 129 | +43,358 | 23.12% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 230,266 | 16,328 | 0.79% | 0.77% | 130 | +17,586 | 8.27% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 228,984 | 16,237 | 0.32% | 0.1% | 131 | +163,068 | 247.39% | Q1 2026 | Apr 14, 2026 |
| Broadhurst Jeffrey B | History | Added to | 226,009 | 16,026 | 16.42% | 16.8% | 132 | +7,937 | 3.64% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 225,132 | 15,964 | 0.18% | 0.19% | 133 | +923 | 0.41% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Reduced | 223,650 | 15,859 | 0.0% | 0.0% | 134 | -21,846 | -8.9% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 220,416 | 15,629 | 0.5% | 0.56% | 135 | -6,160 | -2.72% | Q1 2026 | May 15, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 215,838 | 15,305 | 8.31% | 9.74% | 136 | -1,171 | -0.54% | Q1 2026 | Apr 21, 2026 |
| KPP Advisory Services LLC | History | Added to | 212,833 | 15,092 | 2.19% | 2.13% | 137 | +15,239 | 7.71% | Q1 2026 | Apr 24, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 212,156 | 15,043 | 10.49% | 10.91% | 138 | +10,528 | 5.22% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 203,309 | 14,416 | 0.01% | 0.01% | 139 | +10,642 | 5.52% | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 182,494 | 14,285 | 3.04% | 2.91% | 140 | +10,556 | 6.14% | Q1 2026 | May 01, 2026 |
| Investment Advisory Group, LLC | History | Added to | 201,018 | 14,254 | 3.62% | 3.52% | 141 | +16,283 | 8.81% | Q1 2026 | Apr 22, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 198,869 | 14,101 | 12.54% | 13.32% | 142 | +7,289 | 3.8% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Added to | 196,639 | 13,943 | 1.25% | 1.26% | 143 | +10,723 | 5.77% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 196,273 | 13,917 | 0.11% | 0.1% | 144 | +14,268 | 7.84% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 192,349 | 13,639 | 0.03% | 0.03% | 145 | +2,851 | 1.5% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 189,380 | 13,428 | 0.09% | 0.09% | 146 | -521 | -0.27% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 189,595 | 13,118 | 0.01% | 0.01% | 147 | +9,220 | 5.11% | Q1 2026 | May 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 180,675 | 12,811 | 1.93% | 2.16% | 148 | -4,334 | -2.34% | Q1 2026 | Apr 14, 2026 |
| Concord Wealth Partners | History | Reduced | 175,675 | 12,457 | 1.62% | 1.7% | 149 | -548 | -0.31% | Q1 2026 | May 01, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 175,481 | 12,443 | 3.27% | 3.65% | 150 | -8,990 | -4.87% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 175,413 | 12,438 | 0.1% | 0.1% | 151 | +264 | 0.15% | Q1 2026 | May 01, 2026 |
| American Investment Services, Inc. | History | Added to | 173,415 | 12,296 | 2.74% | 2.79% | 152 | +11,560 | 7.14% | Q1 2026 | May 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 171,549 | 12,164 | 6.65% | 6.91% | 153 | +1,888 | 1.11% | Q1 2026 | Apr 22, 2026 |
| Indivisible Partners | History | Added to | 170,563 | 12,094 | 1.07% | 1.23% | 154 | +17,944 | 11.76% | Q1 2026 | Apr 30, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 166,457 | 11,803 | 1.07% | 1.16% | 155 | -5,132 | -2.99% | Q1 2026 | May 12, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 149,022 | 11,695 | 7.51% | 7.71% | 156 | +118 | 0.08% | Q1 2026 | May 06, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 162,741 | 11,539 | 3.54% | 3.86% | 157 | -7,512 | -4.41% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Team LLC | History | No change | 152,150 | 11,284 | 9.98% | 9.98% | 158 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 158,866 | 11,265 | 1.63% | 2.92% | 159 | -96,418 | -37.77% | Q1 2026 | May 11, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 157,689 | 11,181 | 4.63% | 4.96% | 160 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 156,704 | 11,111 | 0.58% | 0.61% | 161 | -1,174 | -0.74% | Q1 2026 | May 15, 2026 |
| FCG Investment Co | History | New | 154,636 | 10,965 | 4.81% | — | 162 | +154,636 | New | Q1 2026 | Apr 09, 2026 |
| Embree Financial Group | History | Added to | 153,893 | 10,912 | 1.29% | 1.4% | 163 | +305 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Envision Financial Planning, LLC | History | Added to | 153,828 | 10,907 | 3.95% | 4.28% | 164 | +1,339 | 0.88% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 140,519 | 10,877 | 0.75% | 0.69% | 165 | +13,466 | 10.6% | Q1 2026 | Apr 29, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 150,460 | 10,669 | 1.64% | 1.76% | 166 | -572 | -0.38% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 147,005 | 10,424 | 0.28% | 0.23% | 168 | +52,127 | 54.94% | Q1 2026 | May 11, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 147,007 | 10,424 | 6.77% | 6.74% | 167 | +4,705 | 3.31% | Q1 2026 | May 06, 2026 |
| BostonPremier Wealth LLC | History | Added to | 146,202 | 10,367 | 5.36% | 5.34% | 169 | +5,632 | 4.01% | Q1 2026 | Apr 10, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 145,850 | 10,342 | 7.74% | 6.08% | 170 | -426 | -0.29% | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 143,447 | 10,171 | 0.2% | 0.19% | 171 | +6,423 | 4.69% | Q1 2026 | May 12, 2026 |
| Tillman Hartley LLC | History | Reduced | 141,469 | 10,031 | 2.52% | 2.64% | 172 | -368 | -0.26% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 141,411 | 10,027 | 0.05% | 0.05% | 173 | -11,386 | -7.45% | Q1 2026 | Apr 24, 2026 |
| Fund Evaluation Group, LLC | History | No change | 140,789 | 9,983 | 0.31% | 0.35% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | Reduced | 139,563 | 9,896 | 0.37% | 0.38% | 175 | -966 | -0.69% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 134,215 | 9,517 | 0.15% | 0.04% | 176 | +106,321 | 381.16% | Q1 2026 | May 15, 2026 |
| Team Hewins, LLC | History | Added to | 134,127 | 9,510 | 2.83% | 0.69% | 177 | +105,232 | 364.19% | Q1 2026 | Apr 30, 2026 |
| Coston, McIsaac & Partners | History | Added to | 132,731 | 9,412 | 2.12% | 2.16% | 178 | +7,424 | 5.92% | Q1 2026 | Apr 22, 2026 |
| Herold Advisors, Inc. | History | Added to | 132,085 | 9,366 | 2.06% | 1.92% | 179 | +16,213 | 13.99% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 126,220 | 8,950 | 1.32% | 1.11% | 180 | +24,253 | 23.79% | Q1 2026 | Apr 21, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 123,909 | 8,786 | 0.97% | 0.98% | 181 | +1,912 | 1.57% | Q1 2026 | Apr 29, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 123,361 | 8,747 | 2.61% | 2.65% | 182 | +4,068 | 3.41% | Q1 2026 | May 05, 2026 |
| Seneschal Advisors, LLC | History | Added to | 122,532 | 8,688 | 6.45% | 6.59% | 183 | +1,788 | 1.48% | Q1 2026 | May 08, 2026 |
| Richard Young Associates, Ltd. | History | Reduced | 122,016 | 8,652 | 6.57% | 7.09% | 184 | -417 | -0.34% | Q1 2026 | May 07, 2026 |
| SB Capital Management Inc | History | No change | 113,731 | 8,435 | 3.09% | 3.09% | 185 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| LVZ, Inc. | History | Added to | 117,174 | 8,308 | 0.95% | 0.84% | 186 | +15,306 | 15.03% | Q1 2026 | Apr 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 116,709 | 8,275 | 0.02% | 0.02% | 187 | -3,615 | -3.0% | Q1 2026 | May 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 116,371 | 8,251 | 3.28% | 3.32% | 188 | +6,552 | 5.97% | Q1 2026 | Apr 24, 2026 |
| Yardley Wealth Management LLC | History | Added to | 115,418 | 8,184 | 4.19% | 4.3% | 189 | +6,242 | 5.72% | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Added to | 113,071 | 8,080 | 1.29% | 1.37% | 190 | +6,964 | 6.56% | Q1 2026 | Apr 14, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 113,450 | 8,044 | 3.33% | 3.29% | 191 | +1,019 | 0.91% | Q1 2026 | Apr 15, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 112,768 | 7,996 | 5.39% | 5.77% | 192 | -773 | -0.68% | Q1 2026 | Apr 16, 2026 |
| Altiora Financial Group, LLC | History | No change | 111,570 | 7,911 | 1.3% | 1.43% | 193 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 110,707 | 7,850 | 0.22% | 0.21% | 194 | -199 | -0.18% | Q1 2026 | Apr 28, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 110,308 | 7,821 | 1.32% | 1.35% | 195 | -346 | -0.31% | Q1 2026 | Apr 28, 2026 |
| Capstone Wealth Management, Inc. | History | Reduced | 108,514 | 7,781 | 6.6% | 7.21% | 196 | -2,274 | -2.05% | Q1 2026 | May 15, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 104,887 | 7,779 | 3.04% | 3.04% | 197 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 107,283 | 7,607 | 3.72% | 3.87% | 198 | +708 | 0.66% | Q1 2026 | May 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 107,113 | 7,595 | 2.86% | 3.04% | 199 | -79 | -0.07% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 105,467 | 7,477 | 1.61% | 1.59% | 200 | -11,382 | -9.74% | Q1 2026 | Apr 30, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 104,854 | 7,435 | 0.83% | 0.87% | 201 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 104,409 | 7,403 | 2.48% | 2.87% | 202 | -5,733 | -5.21% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 104,052 | 7,378 | 0.0% | 0.0% | 203 | +2,806 | 2.77% | Q1 2026 | May 07, 2026 |
| SEMITAM BONAM LLC | History | Added to | 102,477 | 7,266 | 5.94% | 6.19% | 204 | +2,292 | 2.29% | Q1 2026 | Apr 21, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 100,326 | 7,114 | 5.1% | 4.7% | 205 | +8,892 | 9.73% | Q1 2026 | Apr 15, 2026 |
| Burk Holdings LLC | History | Added to | 99,833 | 7,079 | 3.03% | 3.22% | 206 | +8,820 | 9.69% | Q1 2026 | May 07, 2026 |
| Arista Wealth Management, LLC | History | Added to | 99,462 | 7,052 | 0.86% | 0.22% | 207 | +75,622 | 317.21% | Q1 2026 | Apr 30, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 97,251 | 6,896 | 0.57% | 0.59% | 208 | +6,440 | 7.09% | Q1 2026 | May 05, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 96,909 | 6,871 | 1.82% | 1.96% | 209 | -171 | -0.18% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | Added to | 93,212 | 6,609 | 0.7% | 0.69% | 210 | +12,711 | 15.79% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 93,133 | 6,604 | 0.2% | 0.24% | 211 | +3,730 | 4.17% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Added to | 92,817 | 6,581 | 0.1% | 0.1% | 212 | +5,562 | 6.37% | Q1 2026 | Apr 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 92,337 | 6,547 | 0.37% | 0.42% | 213 | -2,761 | -2.9% | Q1 2026 | Apr 09, 2026 |
| Aurelius Family Office LLC | History | Reduced | 91,424 | 6,482 | 2.82% | 3.05% | 214 | -3,350 | -3.53% | Q1 2026 | Apr 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 89,394 | 6,338 | 0.03% | 0.03% | 215 | +143 | 0.16% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 88,165 | 6,251 | 0.0% | 0.0% | 216 | +4,137 | 4.92% | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 88,096 | 6,246 | 0.49% | 0.49% | 217 | +2,032 | 2.36% | Q1 2026 | Apr 22, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 76,773 | 6,197 | 0.37% | 0.37% | 218 | -33 | -0.04% | Q1 2026 | May 14, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 87,036 | 6,171 | 4.34% | 4.73% | 219 | -363 | -0.42% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Reduced | 86,390 | 6,125 | 0.11% | 0.12% | 220 | -3,015 | -3.37% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 76,933 | 5,956 | 0.11% | — | 221 | +76,933 | New | Q1 2026 | May 01, 2026 |
| Elm Partners Management LLC | History | Added to | 85,046 | 5,858 | 0.25% | 0.24% | 222 | +14,409 | 20.4% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 82,369 | 5,842 | 0.04% | 0.04% | 223 | +604 | 0.74% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Reduced | 81,478 | 5,777 | 0.33% | 0.38% | 224 | -6,073 | -6.94% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 78,463 | 5,563 | 0.05% | 0.07% | 225 | -426 | -0.54% | Q1 2026 | May 06, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 77,483 | 5,494 | 2.21% | 2.4% | 226 | -1,809 | -2.28% | Q1 2026 | Apr 20, 2026 |
| Vantage Point Financial LLC | History | Reduced | 77,310 | 5,482 | 1.92% | 2.15% | 227 | -3,862 | -4.76% | Q1 2026 | May 01, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 75,653 | 5,364 | 5.46% | 3.89% | 228 | +26,523 | 53.99% | Q1 2026 | May 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 72,252 | 5,358 | 3.12% | 3.12% | 229 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SNS Financial Group, LLC | History | Reduced | 75,045 | 5,321 | 0.46% | 0.48% | 230 | -279 | -0.37% | Q1 2026 | Apr 14, 2026 |
| DBK Financial Counsel, LLC | History | No change | 71,519 | 5,304 | 4.07% | 4.07% | 231 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 73,836 | 5,235 | 4.17% | 4.37% | 232 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CLG LLC | History | Added to | 73,257 | 5,194 | 1.29% | 1.26% | 233 | +5,179 | 7.61% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 73,185 | 5,189 | 1.54% | 1.55% | 234 | +4,664 | 6.81% | Q1 2026 | Apr 20, 2026 |
| GK Wealth Management LLC | History | New | 75,323 | 5,188 | 4.51% | — | 236 | +75,323 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 75,323 | 5,188 | 4.51% | 2.64% | 235 | +37,205 | 97.6% | Q1 2026 | Apr 07, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 73,114 | 5,184 | 2.85% | 3.12% | 237 | -47 | -0.06% | Q1 2026 | Apr 21, 2026 |
| Financial Connections Group, Inc. | History | Added to | 71,943 | 5,101 | 1.77% | 1.8% | 238 | +1,288 | 1.82% | Q1 2026 | May 01, 2026 |
| Avant Financial Advisors LLC | History | Added to | 69,985 | 4,962 | 3.49% | 3.7% | 239 | +558 | 0.8% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 69,769 | 4,947 | 0.04% | 0.04% | 240 | +25 | 0.04% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 69,540 | 4,931 | 0.15% | 0.17% | 241 | -4,516 | -6.1% | Q1 2026 | Apr 27, 2026 |
| Nova R Wealth, Inc. | History | Added to | 68,985 | 4,891 | 1.56% | 0.7% | 242 | +43,050 | 165.99% | Q1 2026 | Apr 17, 2026 |
| Factor Wealth Management LTD | History | Added to | 68,883 | 4,884 | 0.92% | 1.01% | 243 | +5,690 | 9.0% | Q1 2026 | Apr 20, 2026 |
| Frankly Finances, LLC | History | No change | 67,435 | 4,781 | 4.33% | 4.74% | 244 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 67,411 | 4,780 | 2.15% | 2.1% | 245 | -1,033 | -1.51% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 67,387 | 4,778 | 1.16% | 1.22% | 246 | +441 | 0.66% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 66,073 | 4,685 | 0.06% | 0.07% | 247 | +1,793 | 2.79% | Q1 2026 | May 15, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 65,777 | 4,664 | 2.19% | 2.5% | 248 | +17 | 0.03% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Management, Inc. | History | Added to | 65,312 | 4,631 | 1.59% | 1.57% | 249 | +4,744 | 7.83% | Q1 2026 | Apr 22, 2026 |
| Hardy Reed LLC | History | No change | 64,006 | 4,538 | 0.33% | 0.34% | 250 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CPC Advisors, LLC | History | Added to | 63,761 | 4,521 | 0.73% | 0.48% | 251 | +21 | 0.03% | Q1 2026 | Apr 16, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 62,374 | 4,422 | 2.64% | 2.09% | 252 | +14,881 | 31.33% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 60,919 | 4,319 | 0.02% | 0.02% | 253 | +3,923 | 6.88% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 60,032 | 4,256 | 0.01% | 0.01% | 254 | +1,650 | 2.83% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 59,744 | 4,236 | 0.03% | 0.05% | 255 | +6,845 | 12.94% | Q1 2026 | May 15, 2026 |
| Platform Wealth Management, LLC | History | No change | 57,088 | 4,234 | 1.13% | 1.13% | 256 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 58,792 | 4,168 | 0.14% | 0.16% | 257 | -621 | -1.05% | Q1 2026 | Apr 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 58,294 | 4,133 | 0.07% | 0.08% | 258 | -1,948 | -3.23% | Q1 2026 | May 04, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 57,907 | 4,106 | 1.17% | 1.32% | 259 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 57,135 | 4,051 | 0.56% | 1.17% | 261 | -1,230 | -2.11% | Q1 2026 | May 12, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 57,141 | 4,051 | 0.14% | 0.15% | 260 | -315 | -0.55% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 55,624 | 3,944 | 2.09% | 2.34% | 262 | -952 | -1.68% | Q1 2026 | May 13, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 55,576 | 3,940 | 1.84% | 2.06% | 263 | +80 | 0.14% | Q1 2026 | Apr 09, 2026 |
| Arax Advisory Partners | History | Reduced | 54,647 | 3,917 | 0.11% | 0.77% | 264 | -303,254 | -84.73% | Q1 2026 | May 13, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 55,048 | 3,903 | 1.08% | 1.22% | 265 | +690 | 1.27% | Q1 2026 | Apr 24, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 54,738 | 3,881 | 1.28% | 2.03% | 266 | +78 | 0.14% | Q1 2026 | Apr 20, 2026 |
| Nemes Rush Group LLC | History | Added to | 54,361 | 3,854 | 0.37% | 0.13% | 267 | +35,303 | 185.24% | Q1 2026 | Apr 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 53,959 | 3,826 | 0.26% | 0.28% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clark Asset Management, LLC | History | Added to | 53,612 | 3,801 | 0.36% | 0.41% | 269 | +5 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Ballentine Partners, LLC | History | Reduced | 53,119 | 3,766 | 0.05% | 0.06% | 270 | -1,551 | -2.84% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 51,866 | 3,677 | 0.06% | 0.07% | 271 | -696 | -1.32% | Q1 2026 | Apr 22, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 51,344 | 3,640 | 1.04% | 1.16% | 272 | -2,390 | -4.45% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 50,970 | 3,614 | 0.0% | 0.0% | 273 | +119 | 0.23% | Q1 2026 | May 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 50,255 | 3,563 | 2.25% | 2.05% | 274 | +9,782 | 24.17% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 50,004 | 3,545 | 1.4% | 1.45% | 275 | +2,042 | 4.26% | Q1 2026 | May 01, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 49,935 | 3,540 | 3.39% | 3.65% | 276 | -49 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 49,558 | 3,514 | 0.02% | 0.02% | 277 | -408 | -0.82% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 48,891 | 3,466 | 0.95% | 1.03% | 278 | +17 | 0.03% | Q1 2026 | May 13, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 48,690 | 3,452 | 0.36% | 0.38% | 279 | +2 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Council, LLC | History | No change | 48,387 | 3,431 | 1.32% | 1.43% | 280 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 47,973 | 3,401 | 0.01% | 0.01% | 281 | +773 | 1.64% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 47,914 | 3,397 | 0.19% | 0.2% | 282 | +2,415 | 5.31% | Q1 2026 | Apr 28, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 47,221 | 3,348 | 0.57% | 0.92% | 283 | -25,636 | -35.19% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 47,137 | 3,342 | 0.08% | 0.04% | 284 | +27,291 | 137.51% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | New | 46,954 | 3,329 | 0.55% | — | 285 | +46,954 | New | Q1 2026 | May 15, 2026 |
| V2 Financial group LLC | History | New | 46,168 | 3,273 | 1.52% | — | 286 | +46,168 | New | Q1 2026 | May 04, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 44,020 | 3,264 | 1.06% | 1.06% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 45,487 | 3,225 | 0.33% | 0.35% | 288 | +133 | 0.29% | Q1 2026 | May 11, 2026 |
| Ponta Wealth Partners, LLC | History | Added to | 44,957 | 3,187 | 2.56% | 2.43% | 289 | +9,783 | 27.81% | Q1 2026 | May 11, 2026 |
| Navigate Wealth Management, LLC | History | New | 40,540 | 3,113 | 2.19% | — | 290 | +40,540 | New | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 42,802 | 3,035 | 0.04% | 0.04% | 291 | -133 | -0.31% | Q1 2026 | May 11, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 42,722 | 3,029 | 0.28% | 0.2% | 292 | +14,981 | 54.0% | Q1 2026 | Apr 24, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 42,388 | 3,005 | 0.88% | 0.94% | 293 | +13 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 42,296 | 2,999 | 2.74% | 2.91% | 294 | +1,645 | 4.05% | Q1 2026 | Apr 14, 2026 |
| 21 West Wealth Management LLC | History | Added to | 41,850 | 2,967 | 2.76% | 2.79% | 295 | +664 | 1.61% | Q1 2026 | Apr 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 41,423 | 2,937 | 0.09% | 0.11% | 296 | -1,773 | -4.1% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 40,893 | 2,899 | 0.04% | 0.03% | 297 | +3,117 | 8.25% | Q1 2026 | Apr 20, 2026 |
| Shearwater Capital LLC | History | Added to | 40,887 | 2,899 | 1.52% | 1.74% | 298 | +21 | 0.05% | Q1 2026 | Apr 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 40,872 | 2,898 | 0.02% | 0.02% | 299 | +8 | 0.02% | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 40,650 | 2,882 | 0.31% | 0.34% | 300 | -134 | -0.33% | Q1 2026 | Apr 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 40,149 | 2,846 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | Added to | 40,001 | 2,836 | 0.97% | 0.97% | 302 | +3,394 | 9.27% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | Added to | 39,815 | 2,823 | 0.25% | 0.24% | 303 | +95 | 0.24% | Q1 2026 | Apr 30, 2026 |
| Brooklyn FI, LLC | History | Reduced | 39,673 | 2,813 | 0.59% | 0.64% | 304 | -710 | -1.76% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 39,619 | 2,809 | 0.02% | 0.02% | 305 | -6,102 | -13.35% | Q1 2026 | May 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 37,731 | 2,798 | 0.95% | 0.95% | 306 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 39,169 | 2,777 | 2.19% | 2.32% | 307 | -548 | -1.38% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 39,146 | 2,775 | 0.0% | 0.0% | 308 | +31,296 | 398.68% | Q1 2026 | May 15, 2026 |
| LAM GROUP, INC. | History | No change | 39,042 | 2,768 | 1.52% | 1.66% | 309 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 38,849 | 2,754 | 0.01% | 0.01% | 310 | +4,402 | 12.78% | Q1 2026 | May 05, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 38,463 | 2,727 | 2.32% | 2.44% | 311 | -257 | -0.66% | Q1 2026 | May 05, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 36,977 | 2,622 | 2.21% | 2.49% | 312 | -1,165 | -3.05% | Q1 2026 | Apr 21, 2026 |
| Centennial Bank/AR/ | History | Reduced | 36,789 | 2,608 | 0.94% | 2.08% | 313 | -33,700 | -47.81% | Q1 2026 | May 06, 2026 |
| Walleye Partners, LLC | History | Added to | 36,580 | 2,593 | 3.18% | 2.92% | 314 | +1,177 | 3.32% | Q1 2026 | Apr 23, 2026 |
| NBT BANK N A /NY | History | Added to | 36,209 | 2,567 | 0.17% | 0.17% | 315 | +36,061 | 24365.54% | Q1 2026 | Apr 28, 2026 |
| RAM Investment Partners, LLC | History | Added to | 36,112 | 2,560 | 0.45% | 0.29% | 316 | +14,282 | 65.42% | Q1 2026 | May 04, 2026 |
| Applied Capital LLC | History | Added to | 35,929 | 2,547 | 0.95% | 0.61% | 317 | +14,577 | 68.27% | Q1 2026 | Apr 22, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 35,915 | 2,546 | 0.21% | 0.2% | 318 | -234 | -0.65% | Q1 2026 | Apr 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 35,744 | 2,534 | 0.7% | 0.8% | 319 | -1,073 | -2.91% | Q1 2026 | Apr 13, 2026 |
| Merited Wealth, LLC | History | Added to | 35,673 | 2,529 | 2.1% | 2.16% | 320 | +4,251 | 13.53% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 35,567 | 2,522 | 0.01% | 0.01% | 321 | +35 | 0.1% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 35,407 | 2,510 | 0.01% | 0.01% | 322 | +3,311 | 10.32% | Q1 2026 | May 14, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 35,203 | 2,496 | 0.4% | 0.82% | 323 | -37,736 | -51.74% | Q1 2026 | May 04, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 33,536 | 2,483 | 0.3% | 0.3% | 324 | +2,119 | 6.74% | Q1 2026 | Apr 22, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 34,999 | 2,481 | 0.65% | 0.67% | 325 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 34,189 | 2,424 | 0.01% | — | 326 | +34,189 | New | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 34,152 | 2,421 | 0.34% | 0.35% | 327 | +47 | 0.14% | Q1 2026 | Apr 24, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 34,028 | 2,412 | 0.43% | 0.44% | 328 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Life Planning Partners, Inc | History | Added to | 33,693 | 2,389 | 1.82% | 1.86% | 329 | +962 | 2.94% | Q1 2026 | Apr 28, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 33,386 | 2,367 | 0.18% | 0.11% | 330 | +13,487 | 67.78% | Q1 2026 | Apr 16, 2026 |
| McIlrath & Eck, LLC | History | Added to | 33,239 | 2,357 | 0.17% | 0.04% | 331 | +27,520 | 481.2% | Q1 2026 | May 19, 2026 |
| &PARTNERS | History | Added to | 32,508 | 2,305 | 0.01% | 0.01% | 332 | +10,237 | 45.97% | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 31,955 | 2,265 | 0.21% | 0.23% | 333 | +1,000 | 3.23% | Q1 2026 | May 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 31,888 | 2,261 | 0.1% | 0.11% | 334 | +5,443 | 20.58% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,765 | 2,252 | 0.0% | 0.0% | 335 | +3,024 | 10.52% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 31,688 | 2,246 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 31,256 | 2,216 | 0.28% | 0.32% | 337 | +4 | 0.01% | Q1 2026 | Apr 16, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 31,246 | 2,215 | 1.78% | 1.84% | 338 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 31,232 | 2,214 | 0.4% | 0.63% | 339 | -13,173 | -29.67% | Q1 2026 | May 14, 2026 |
| Old Peak Finance LLC | History | No change | 31,108 | 2,205 | 1.29% | 1.42% | 340 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Align Financial, LLC | History | Reduced | 31,015 | 2,199 | 1.25% | 1.31% | 341 | -2,230,947 | -98.63% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 30,775 | 2,182 | 0.27% | 0.29% | 342 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Avestar Capital, LLC | History | Reduced | 30,206 | 2,141 | 0.14% | 0.15% | 343 | -879 | -2.83% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 30,147 | 2,137 | 0.02% | 0.02% | 344 | +997 | 3.42% | Q1 2026 | Apr 15, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 30,150 | 2,137 | 0.97% | 1.02% | 345 | +21 | 0.07% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 29,864 | 2,117 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BCO Wealth Management LLC | History | No change | 29,835 | 2,115 | 1.27% | 1.36% | 347 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 29,414 | 2,085 | 0.11% | 0.12% | 348 | +129 | 0.44% | Q1 2026 | May 11, 2026 |
| E-Wealth Partners, LLC | History | No change | 28,012 | 2,077 | 1.74% | 1.74% | 349 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Syverson Strege & Co | History | Reduced | 28,764 | 2,039 | 0.49% | 0.52% | 350 | -722 | -2.45% | Q1 2026 | May 04, 2026 |
| Dodds Wealth, LLC | History | Added to | 28,379 | 2,012 | 0.49% | 0.52% | 351 | +41 | 0.14% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 28,111 | 1,993 | 0.03% | 0.03% | 352 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 28,106 | 1,992 | 0.67% | 0.79% | 353 | -6,467 | -18.71% | Q1 2026 | Apr 08, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 28,069 | 1,990 | 0.16% | 0.18% | 354 | +22 | 0.08% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Added to | 27,871 | 1,976 | 0.0% | 0.0% | 355 | +621 | 2.28% | Q1 2026 | May 14, 2026 |
| Sensible Money, LLC | History | Added to | 27,808 | 1,971 | 0.6% | 0.64% | 356 | +967 | 3.6% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 27,688 | 1,963 | 0.05% | 0.05% | 357 | +60 | 0.22% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 27,033 | 1,916 | 0.1% | 0.09% | 358 | +525 | 1.98% | Q1 2026 | Apr 28, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 27,010 | 1,915 | 0.16% | 0.06% | 359 | +16,545 | 158.1% | Q1 2026 | May 06, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 26,789 | 1,899 | 0.38% | 0.42% | 360 | +101 | 0.38% | Q1 2026 | May 08, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 26,415 | 1,873 | 0.26% | 0.27% | 361 | -400 | -1.49% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 26,394 | 1,871 | 0.65% | 0.72% | 362 | -729 | -2.69% | Q1 2026 | Apr 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 25,179 | 1,867 | 0.12% | 0.12% | 363 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 26,317 | 1,866 | 0.68% | 0.68% | 364 | +815 | 3.2% | Q1 2026 | May 07, 2026 |
| Belleair Asset Management, LLC | History | Added to | 25,813 | 1,830 | 1.67% | 1.81% | 365 | +226 | 0.88% | Q1 2026 | Apr 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 25,432 | 1,803 | 0.04% | 0.04% | 366 | -28 | -0.11% | Q1 2026 | Apr 29, 2026 |
| WNY Asset Management, LLC | History | New | 24,587 | 1,743 | 0.18% | — | 367 | +24,587 | New | Q1 2026 | May 22, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 24,491 | 1,736 | 0.13% | 0.15% | 368 | +58 | 0.24% | Q1 2026 | May 13, 2026 |
| Citrine Capital LLC | History | No change | 24,476 | 1,735 | 0.75% | 0.84% | 369 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Verdence Capital Advisors LLC | History | No change | 24,387 | 1,729 | 0.1% | 0.11% | 370 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Falcon Wealth Planning | History | Added to | 24,118 | 1,710 | 0.12% | 0.15% | 372 | +1 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | No change | 24,121 | 1,710 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Midwest Trust Co | History | No change | 23,874 | 1,692 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 23,847 | 1,690 | 0.04% | 0.04% | 374 | -100 | -0.42% | Q1 2026 | May 15, 2026 |
| Bell Bank | History | Reduced | 23,825 | 1,689 | 0.07% | 0.08% | 375 | -89 | -0.37% | Q1 2026 | Apr 23, 2026 |
| JT Stratford LLC | History | Added to | 23,814 | 1,688 | 0.21% | 0.2% | 376 | +2,364 | 11.02% | Q1 2026 | May 15, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 23,735 | 1,683 | 0.73% | 0.8% | 377 | -132 | -0.55% | Q1 2026 | May 01, 2026 |
| K2 Financial Inc. | History | Added to | 21,668 | 1,680 | 1.22% | 1.25% | 378 | +121 | 0.56% | Q1 2026 | Apr 28, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 23,567 | 1,671 | 0.09% | 0.07% | 379 | +4,839 | 25.84% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 23,569 | 1,671 | 0.01% | 0.01% | 380 | +1,342 | 6.04% | Q1 2026 | May 13, 2026 |
| Truepoint, Inc. | History | Reduced | 23,408 | 1,659 | 0.04% | 0.04% | 381 | -404 | -1.7% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 23,195 | 1,644 | 0.0% | 0.0% | 382 | +12,173 | 110.44% | Q1 2026 | May 14, 2026 |
| Red Tortoise LLC | History | Added to | 23,182 | 1,643 | 0.68% | 0.73% | 383 | +17 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Empowered Funds, LLC | History | Reduced | 23,069 | 1,635 | 0.01% | 0.07% | 384 | -28,739 | -55.47% | Q1 2026 | May 14, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 23,018 | 1,632 | 0.58% | 0.55% | 385 | +2,153 | 10.32% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 22,749 | 1,613 | 0.01% | 0.0% | 386 | +13,621 | 149.22% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 22,559 | 1,599 | 0.01% | 0.01% | 387 | -1,010 | -4.29% | Q1 2026 | May 05, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 22,245 | 1,577 | 0.25% | 0.26% | 388 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beacon Financial Strategies CORP | History | No change | 22,239 | 1,576 | 0.89% | 0.92% | 389 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Five Oceans Advisors | History | No change | 22,188 | 1,573 | 0.57% | 0.58% | 390 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wick Capital Partners, LLC | History | No change | 21,979 | 1,558 | 0.28% | 0.29% | 391 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 21,929 | 1,554 | 0.72% | 0.77% | 392 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 21,451 | 1,521 | 1.03% | 1.11% | 393 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 21,413 | 1,518 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 21,121 | 1,497 | 0.0% | 0.0% | 395 | +3,436 | 19.43% | Q1 2026 | May 08, 2026 |
| Jacobi Capital Management LLC | History | New | 20,980 | 1,487 | 0.08% | — | 396 | +20,980 | New | Q1 2026 | May 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 20,831 | 1,477 | 0.34% | 0.37% | 397 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 20,431 | 1,448 | 0.01% | 0.01% | 398 | -100 | -0.49% | Q1 2026 | Apr 24, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 20,401 | 1,446 | 1.1% | 1.27% | 399 | -1,627 | -7.39% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 19,463 | 1,380 | 0.11% | 0.11% | 400 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 19,340 | 1,371 | 0.03% | 0.04% | 401 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BWM Planning, LLC | History | No change | 19,330 | 1,370 | 0.36% | 0.38% | 402 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 18,837 | 1,336 | 0.02% | 0.02% | 403 | +50 | 0.27% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | No change | 18,806 | 1,333 | 0.18% | 0.2% | 404 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 18,549 | 1,315 | 0.13% | 0.15% | 405 | +194 | 1.06% | Q1 2026 | Apr 30, 2026 |
| Parkside Investments, LLC | History | No change | 18,470 | 1,309 | 0.16% | 0.17% | 406 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 18,392 | 1,304 | 1.3% | 1.36% | 407 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First Financial Group Corp | History | No change | 18,170 | 1,288 | 1.05% | 1.15% | 408 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 17,881 | 1,267 | 0.26% | 0.27% | 409 | +147 | 0.83% | Q1 2026 | Apr 13, 2026 |
| CRA Financial Services, LLC | History | No change | 17,805 | 1,262 | 0.16% | 0.17% | 410 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 17,682 | 1,253 | 0.03% | 0.03% | 411 | -217 | -1.21% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 17,486 | 1,239 | 0.02% | 0.02% | 412 | +41 | 0.24% | Q1 2026 | Apr 09, 2026 |
| WESBANCO BANK INC | History | No change | 17,312 | 1,227 | 0.03% | 0.04% | 413 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 17,031 | 1,207 | 0.0% | 0.01% | 414 | -5,577 | -24.67% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 17,015 | 1,207 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aviance Capital Partners, LLC | History | No change | 16,986 | 1,204 | 0.14% | 0.15% | 416 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 16,901 | 1,198 | 1.01% | 1.0% | 417 | +1,047 | 6.6% | Q1 2026 | Apr 22, 2026 |
| Tactive Advisors, LLC | History | No change | 16,802 | 1,191 | 0.34% | 0.37% | 418 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | Added to | 16,787 | 1,190 | 0.01% | 0.01% | 419 | +1,516 | 9.93% | Q1 2026 | Apr 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 16,782 | 1,190 | 0.09% | 0.13% | 420 | -1,357 | -7.48% | Q1 2026 | Apr 16, 2026 |
| Texas Yale Capital Corp. | History | No change | 16,575 | 1,175 | 0.03% | 0.04% | 421 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kovack Advisors, Inc. | History | Added to | 16,525 | 1,173 | 0.06% | 0.06% | 422 | +135 | 0.82% | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | New | 16,533 | 1,172 | 0.13% | — | 424 | +16,533 | New | Q1 2026 | Apr 15, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 16,542 | 1,172 | 0.8% | 0.65% | 423 | +4,023 | 32.14% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Reduced | 16,494 | 1,169 | 0.0% | 0.0% | 425 | -1 | -0.01% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Added to | 16,482 | 1,168 | 0.05% | 0.01% | 426 | +11,152 | 209.23% | Q1 2026 | Apr 27, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 16,334 | 1,158 | 0.47% | 0.53% | 427 | +74 | 0.46% | Q1 2026 | Apr 30, 2026 |
| LifeSteps Financial, Inc. | History | New | 16,282 | 1,154 | 0.73% | — | 428 | +16,282 | New | Q1 2026 | Apr 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 15,999 | 1,144 | 0.04% | 0.03% | 429 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 15,974 | 1,132 | 0.04% | 0.02% | 430 | -6,941 | -30.29% | Q1 2026 | Apr 23, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 15,830 | 1,122 | 0.03% | 0.03% | 431 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 15,743 | 1,116 | 0.46% | 0.49% | 433 | +2 | 0.01% | Q1 2026 | Apr 14, 2026 |
| London & Capital Asset Management Ltd | History | No change | 15,741 | 1,116 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 15,677 | 1,111 | 0.06% | 0.07% | 434 | +113 | 0.73% | Q1 2026 | Apr 30, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 15,489 | 1,098 | 0.9% | 0.99% | 435 | -372 | -2.35% | Q1 2026 | Apr 22, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 15,471 | 1,097 | 0.24% | 0.25% | 436 | +7 | 0.05% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 15,458 | 1,096 | 0.01% | 0.01% | 437 | -8,647 | -35.87% | Q1 2026 | May 15, 2026 |
| Financial Plan, Inc. | History | No change | 15,393 | 1,091 | 0.12% | 0.13% | 438 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Reduced | 15,010 | 1,064 | 0.04% | 0.05% | 439 | -675 | -4.3% | Q1 2026 | May 19, 2026 |
| 25 LLC | History | Reduced | 14,963 | 1,061 | 0.33% | 0.36% | 440 | -135 | -0.89% | Q1 2026 | Apr 20, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 14,855 | 1,053 | 0.85% | 0.91% | 441 | +106 | 0.72% | Q1 2026 | Apr 21, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 14,584 | 1,034 | 0.58% | 0.61% | 442 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cadence Bank | History | No change | 13,867 | 1,028 | 0.06% | 0.06% | 443 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 14,447 | 1,024 | 0.61% | 0.62% | 444 | +1,066 | 7.97% | Q1 2026 | Apr 27, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 14,415 | 1,022 | 0.41% | 0.43% | 445 | +34 | 0.24% | Q1 2026 | Apr 29, 2026 |
| Francis Financial, Inc. | History | No change | 14,400 | 1,021 | 0.19% | 0.21% | 446 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Avail Investment Partners, LLC | History | New | 14,328 | 1,016 | 1.09% | — | 447 | +14,328 | New | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | Added to | 14,328 | 1,015 | 0.41% | 0.46% | 448 | +16 | 0.11% | Q1 2026 | Apr 29, 2026 |
| WorthPointe, LLC | History | Reduced | 14,248 | 1,010 | 0.27% | 0.6% | 449 | -16,540 | -53.72% | Q1 2026 | May 12, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 14,223 | 1,008 | 0.19% | 0.21% | 450 | -479 | -3.26% | Q1 2026 | Apr 09, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 14,205 | 1,007 | 0.23% | 0.25% | 451 | -64 | -0.45% | Q1 2026 | Apr 27, 2026 |
| Summit Asset Management, LLC | History | Reduced | 14,077 | 998 | 0.14% | 0.15% | 452 | -268 | -1.87% | Q1 2026 | May 08, 2026 |
| Prism Planning Partners LLC | History | Added to | 13,997 | 992 | 1.17% | 1.16% | 454 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Financial Harvest, LLC | History | No change | 13,993 | 992 | 0.58% | 0.64% | 453 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Synergy Asset Management, LLC | History | Added to | 13,925 | 987 | 0.1% | 0.08% | 455 | +3,648 | 35.5% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 13,868 | 983 | 0.02% | 0.02% | 456 | +201 | 1.47% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 13,854 | 982 | 0.19% | 0.2% | 457 | -277 | -1.96% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 13,628 | 973 | 0.0% | 0.0% | 458 | +3,672 | 36.88% | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 13,456 | 954 | 0.26% | 0.27% | 459 | -92 | -0.68% | Q1 2026 | May 13, 2026 |
| Forum Private Client Group LLC | History | Added to | 13,427 | 952 | 0.32% | 0.32% | 460 | +639 | 5.0% | Q1 2026 | May 13, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 13,409 | 950 | 0.64% | 0.69% | 461 | +34 | 0.25% | Q1 2026 | Apr 14, 2026 |
| SP Asset Management LLC | History | Added to | 13,152 | 932 | 0.08% | 0.08% | 463 | +31 | 0.24% | Q1 2026 | May 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 13,152 | 932 | 0.07% | 0.07% | 462 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 13,136 | 931 | 0.54% | 0.55% | 465 | +44 | 0.34% | Q1 2026 | May 14, 2026 |
| Calydon Capital | History | Added to | 13,130 | 931 | 0.15% | 0.16% | 464 | +31 | 0.24% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 13,098 | 928 | 0.54% | — | 466 | +13,098 | New | Q1 2026 | May 12, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 12,971 | 919 | 0.2% | 0.17% | 467 | +2,499 | 23.86% | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,950 | 918 | 0.0% | 0.0% | 468 | -381 | -2.86% | Q1 2026 | May 05, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 12,898 | 914 | 0.66% | 0.72% | 469 | +217 | 1.71% | Q1 2026 | Apr 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 12,866 | 912 | 0.02% | 0.02% | 470 | -2,926 | -18.53% | Q1 2026 | Apr 20, 2026 |
| WPWealth LLP | History | New | 12,812 | 908 | 0.14% | — | 472 | +12,812 | New | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,819 | 908 | 0.02% | 0.02% | 471 | -660 | -4.9% | Q1 2026 | Apr 10, 2026 |
| XTX Topco Ltd | History | New | 12,671 | 898 | 0.02% | — | 473 | +12,671 | New | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Added to | 12,651 | 897 | 0.06% | 0.06% | 474 | +2,290 | 22.1% | Q1 2026 | May 08, 2026 |
| IFG Advisors, LLC | History | No change | 12,634 | 895 | 0.15% | 0.16% | 475 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 12,536 | 888 | 0.01% | 0.02% | 476 | -720 | -5.43% | Q1 2026 | Apr 10, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 12,449 | 882 | 0.59% | 0.77% | 477 | -2,352 | -15.89% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | Added to | 12,419 | 880 | 0.03% | 0.01% | 478 | +7,539 | 154.49% | Q1 2026 | May 14, 2026 |
| HANOVER ADVISORS INC | History | No change | 12,397 | 879 | 0.36% | 0.36% | 479 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 12,355 | 876 | 0.0% | 0.0% | 480 | +29 | 0.24% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 12,315 | 873 | 0.01% | 0.02% | 481 | +26 | 0.21% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | No change | 12,322 | 873 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 12,224 | 866 | 0.0% | 0.0% | 483 | -2,115 | -14.75% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 12,193 | 864 | 0.02% | 0.03% | 484 | -50 | -0.41% | Q1 2026 | May 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,175 | 863 | 0.06% | 0.06% | 485 | -1,035 | -7.83% | Q1 2026 | Apr 16, 2026 |
| Center for Financial Planning, Inc. | History | No change | 12,183 | 863 | 0.09% | 0.09% | 486 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 12,158 | 862 | 0.34% | 0.36% | 488 | -91 | -0.74% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 12,164 | 862 | 0.04% | 0.05% | 487 | -47 | -0.38% | Q1 2026 | Apr 17, 2026 |
| Facet Wealth, Inc. | History | New | 12,148 | 861 | 0.01% | — | 489 | +12,148 | New | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 12,139 | 860 | 0.04% | 0.04% | 490 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 12,104 | 858 | 0.3% | 0.33% | 491 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ascentis Independent Advisors | History | Added to | 12,085 | 856 | 0.06% | 0.12% | 492 | +1,934 | 19.05% | Q1 2026 | Apr 28, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 12,076 | 856 | 0.59% | 0.64% | 493 | -6 | -0.05% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 12,053 | 854 | 0.1% | 0.11% | 494 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 12,019 | 852 | 0.07% | 0.08% | 495 | -309 | -2.51% | Q1 2026 | Apr 09, 2026 |
| Family Investment Center, Inc. | History | Reduced | 12,009 | 851 | 0.16% | 0.18% | 496 | -58 | -0.48% | Q1 2026 | Apr 24, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 11,945 | 847 | 0.23% | 0.23% | 497 | -197 | -1.62% | Q1 2026 | May 14, 2026 |
| McCartney Wealth Management LLC | History | No change | 11,790 | 836 | 0.7% | 0.75% | 498 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Klingman & Associates, LLC | History | No change | 11,724 | 831 | 0.04% | 0.04% | 499 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 11,730 | 831 | 0.02% | 0.02% | 500 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 11,564 | 820 | 0.0% | 0.0% | 501 | +181 | 1.59% | Q1 2026 | May 11, 2026 |
| Curi Capital, LLC | History | Added to | 11,568 | 820 | 0.01% | 0.01% | 502 | +24 | 0.21% | Q1 2026 | May 15, 2026 |
| Trademark Financial Management, LLC | History | No change | 11,500 | 815 | 0.4% | 0.47% | 503 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Signature Wealth Management Group | History | Added to | 11,444 | 811 | 0.31% | 0.22% | 504 | +4,150 | 56.9% | Q1 2026 | Apr 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 11,376 | 806 | 0.03% | 0.03% | 505 | +1,444 | 14.54% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 11,366 | 805 | 0.01% | 0.01% | 506 | -12 | -0.11% | Q1 2026 | Apr 27, 2026 |
| marrick wealth, LLC | History | Added to | 11,339 | 804 | 0.68% | 0.34% | 507 | +5,698 | 101.01% | Q1 2026 | Apr 15, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 11,255 | 798 | 0.54% | 0.15% | 508 | +8,352 | 287.7% | Q1 2026 | Apr 30, 2026 |
| Belpointe Asset Management LLC | History | No change | 11,074 | 785 | 0.03% | 0.03% | 509 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 11,074 | 785 | 0.1% | 0.12% | 510 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 10,987 | 779 | 0.22% | 0.23% | 511 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Williams & Novak, LLC | History | Reduced | 10,692 | 764 | 0.57% | 0.64% | 512 | -705 | -6.19% | Q1 2026 | Apr 20, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 10,222 | 758 | 0.55% | 0.55% | 513 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 10,534 | 746 | 0.04% | 0.04% | 514 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,410 | 738 | 0.0% | — | 516 | +10,410 | New | Q1 2026 | May 13, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 10,421 | 738 | 0.22% | 0.23% | 515 | +12 | 0.12% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10,263 | 737 | 0.02% | 0.02% | 517 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| waypoint wealth counsel | History | No change | 10,394 | 737 | 0.38% | 0.28% | 518 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Csenge Advisory Group | History | Reduced | 10,372 | 735 | 0.03% | 0.04% | 519 | -418 | -3.87% | Q1 2026 | Apr 30, 2026 |
| TruNorth Capital Management, LLC | History | No change | 10,228 | 725 | 0.14% | 0.14% | 520 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,207 | 724 | 0.0% | 0.0% | 521 | +1,458 | 16.66% | Q1 2026 | Apr 22, 2026 |
| SFMG, LLC | History | Added to | 10,088 | 715 | 0.05% | 0.05% | 523 | +2 | 0.02% | Q1 2026 | May 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 10,093 | 715 | 0.06% | 0.06% | 522 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 10,027 | 711 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 9,969 | 706 | 0.15% | 0.16% | 525 | +24 | 0.24% | Q1 2026 | Apr 21, 2026 |
| Avondale Wealth Management | History | Added to | 9,936 | 704 | 0.35% | 0.37% | 526 | +135 | 1.38% | Q1 2026 | Apr 14, 2026 |
| Geometric Wealth Advisors | History | No change | 9,885 | 700 | 0.09% | 0.09% | 527 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 9,636 | 683 | 0.04% | 0.04% | 528 | -29 | -0.3% | Q1 2026 | May 07, 2026 |
| STEPHENS INC /AR/ | History | New | 9,608 | 681 | 0.01% | — | 531 | +9,608 | New | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,616 | 681 | 0.03% | 0.03% | 530 | +546 | 6.02% | Q1 2026 | May 13, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 9,610 | 681 | 0.06% | 0.07% | 529 | +10 | 0.1% | Q1 2026 | Apr 13, 2026 |
| Cross Staff Investments Inc | History | No change | 9,576 | 679 | 0.34% | 0.39% | 532 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 9,572 | 678 | 0.3% | 0.31% | 533 | +23 | 0.24% | Q1 2026 | May 11, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 9,555 | 677 | 0.32% | 0.35% | 534 | -57 | -0.59% | Q1 2026 | May 01, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 9,544 | 676 | 0.05% | 0.05% | 535 | +6 | 0.06% | Q1 2026 | May 06, 2026 |
| Stratos Investment Management, LLC | History | Added to | 9,483 | 672 | 0.03% | 0.03% | 536 | +14 | 0.15% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 8,980 | 666 | 0.05% | 0.05% | 537 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 9,322 | 661 | 0.04% | 0.04% | 538 | -324 | -3.36% | Q1 2026 | Apr 24, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 8,511 | 658 | 0.27% | 0.29% | 539 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Centric Wealth Management | History | No change | 8,402 | 657 | 0.13% | 0.13% | 540 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sincerus Advisory, LLC | History | Added to | 9,264 | 656 | 0.5% | 0.54% | 541 | +126 | 1.38% | Q1 2026 | Apr 06, 2026 |
| BlackRock, Inc. | History | Added to | 9,200 | 652 | 0.0% | 0.0% | 542 | +203 | 2.26% | Q1 2026 | May 13, 2026 |
| Intelligent Financial Strategies | History | No change | 9,115 | 646 | 0.34% | 0.33% | 543 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Reduced | 8,994 | 637 | 0.01% | 0.01% | 544 | -265 | -2.86% | Q1 2026 | Apr 17, 2026 |
| Ironwood Financial, llc | History | No change | 8,898 | 630 | 0.11% | 0.11% | 545 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 8,884 | 629 | 0.21% | 0.2% | 546 | -18 | -0.2% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | No change | 8,832 | 626 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VANCE WEALTH, LLC | History | Added to | 8,820 | 625 | 0.18% | 0.19% | 548 | +231 | 2.69% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 8,797 | 623 | 0.05% | 0.07% | 549 | -3,400 | -27.88% | Q1 2026 | May 05, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 8,768 | 621 | 0.47% | 0.54% | 550 | +42 | 0.48% | Q1 2026 | Apr 13, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 8,325 | 613 | 0.14% | 0.15% | 551 | +27 | 0.33% | Q1 2026 | Apr 10, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 8,600 | 609 | 0.3% | 0.34% | 552 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Drucker Wealth 3.0, LLC | History | New | 8,588 | 608 | 0.11% | — | 553 | +8,588 | New | Q1 2026 | Apr 23, 2026 |
| Montis Financial, LLC | History | Reduced | 8,556 | 606 | 0.13% | 0.13% | 555 | -74 | -0.86% | Q1 2026 | May 11, 2026 |
| Madrona Financial Services, LLC | History | No change | 8,547 | 606 | 0.13% | 0.14% | 554 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 8,479 | 601 | 0.15% | 0.15% | 556 | +764 | 9.9% | Q1 2026 | Apr 09, 2026 |
| Triumph Capital Management | History | Added to | 8,301 | 588 | 0.12% | 0.13% | 557 | +8 | 0.1% | Q1 2026 | May 13, 2026 |
| Aspect Partners, LLC | History | No change | 8,195 | 581 | 0.24% | 0.27% | 558 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 8,157 | 578 | 0.04% | 0.04% | 559 | +19 | 0.23% | Q1 2026 | Apr 27, 2026 |
| Compound Planning, Inc. | History | Added to | 8,087 | 573 | 0.02% | 0.02% | 560 | +6 | 0.07% | Q1 2026 | May 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 8,056 | 571 | 0.04% | 0.04% | 561 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BDFS Capital LLC | History | Added to | 8,043 | 570 | 0.27% | 0.3% | 562 | +88 | 1.11% | Q1 2026 | Apr 15, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 8,030 | 569 | 0.47% | 0.34% | 563 | +3,074 | 62.03% | Q1 2026 | Apr 27, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 8,020 | 568 | 0.04% | 0.05% | 564 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stewardship Advisors, LLC | History | Added to | 7,959 | 564 | 0.13% | 0.13% | 565 | +142 | 1.82% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 7,942 | 563 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TPG Financial Advisors, LLC | History | No change | 7,946 | 563 | 0.18% | 0.2% | 567 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 7,908 | 560 | 0.04% | 0.04% | 568 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,878 | 558 | 0.0% | 0.0% | 569 | +4,878 | 162.6% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | No change | 7,806 | 553 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 7,466 | 553 | 0.19% | 0.19% | 571 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 7,794 | 552 | 0.02% | — | 573 | +7,794 | New | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Added to | 7,791 | 552 | 0.02% | 0.02% | 572 | +75 | 0.97% | Q1 2026 | Apr 10, 2026 |
| Allied Investment Advisors, LLC | History | No change | 7,752 | 549 | 0.08% | 0.09% | 574 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,727 | 547 | 0.0% | 0.0% | 575 | -2,820 | -26.74% | Q1 2026 | Apr 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 7,682 | 544 | 0.03% | 0.03% | 576 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cladis Investment Advisory, LLC | History | Added to | 7,546 | 535 | 0.29% | 0.28% | 577 | +531 | 7.57% | Q1 2026 | May 15, 2026 |
| PEAVINE CAPITAL, LLC | History | No change | 7,433 | 527 | 0.12% | 0.12% | 578 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Westwood Wealth Management | History | Added to | 7,420 | 526 | 0.21% | 0.4% | 579 | +169 | 2.33% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 7,400 | 524 | 0.02% | 0.09% | 580 | -336 | -4.34% | Q1 2026 | May 14, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 7,309 | 518 | 0.32% | 0.33% | 581 | -290 | -3.82% | Q1 2026 | May 14, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 7,289 | 516 | 0.45% | 0.32% | 582 | +2,422 | 49.76% | Q1 2026 | May 04, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 7,248 | 513 | 0.11% | 0.12% | 583 | +5 | 0.07% | Q1 2026 | May 15, 2026 |
| Cloud Capital Management, LLC | History | New | 7,392 | 510 | 0.22% | — | 584 | +7,392 | New | Q1 2026 | May 12, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 7,190 | 509 | 0.03% | 0.03% | 585 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,161 | 507 | 0.0% | 0.01% | 586 | -9,117 | -56.01% | Q1 2026 | May 08, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 7,154 | 507 | 0.13% | 0.15% | 587 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 7,108 | 504 | 0.19% | 0.09% | 588 | +3,654 | 105.79% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,040 | 499 | 0.0% | 0.0% | 589 | -5,716 | -44.81% | Q1 2026 | May 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 7,049 | 499 | 0.01% | 0.01% | 590 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Net Worth Advisory Group | History | Added to | 7,031 | 498 | 0.1% | 0.11% | 591 | +17 | 0.24% | Q1 2026 | May 05, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 7,013 | 497 | 0.28% | 0.38% | 592 | -1,351 | -16.15% | Q1 2026 | Apr 23, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | New | 6,977 | 494 | 0.05% | — | 593 | +6,977 | New | Q1 2026 | Apr 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,933 | 491 | 0.01% | 0.01% | 594 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 6,922 | 490 | 0.01% | 0.01% | 595 | +1,456 | 26.64% | Q1 2026 | May 14, 2026 |
| Faithward Advisors, LLC | History | Reduced | 6,905 | 489 | 0.07% | 0.09% | 596 | -1,240 | -15.22% | Q1 2026 | Apr 17, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 6,872 | 487 | 0.35% | 0.38% | 597 | +17 | 0.25% | Q1 2026 | Apr 17, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 6,860 | 486 | 0.41% | 0.44% | 598 | -48 | -0.69% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 6,802 | 482 | 0.0% | 0.01% | 599 | -2,153 | -24.04% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,747 | 478 | 0.01% | 0.01% | 600 | +142 | 2.15% | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 6,719 | 476 | 0.19% | 0.19% | 601 | +218 | 3.35% | Q1 2026 | May 04, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 6,684 | 473 | 0.07% | 0.07% | 602 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Western Trust Bank | History | Reduced | 6,670 | 472 | 0.02% | 0.03% | 603 | -1,324 | -16.56% | Q1 2026 | May 12, 2026 |
| Financial Insights, Inc. | History | No change | 6,631 | 470 | 0.15% | 0.16% | 604 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 6,633 | 470 | 0.19% | 0.2% | 605 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 6,606 | 468 | 0.22% | 0.25% | 606 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 6,572 | 466 | 0.01% | 0.01% | 607 | -133 | -1.98% | Q1 2026 | Apr 15, 2026 |
| Westmount Partners, LLC | History | Added to | 6,536 | 463 | 0.11% | 0.08% | 608 | +1,975 | 43.3% | Q1 2026 | Apr 16, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 6,519 | 462 | 0.14% | 0.15% | 609 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Accredited Investors Inc. | History | Added to | 6,474 | 459 | 0.02% | 0.01% | 610 | +2,950 | 83.71% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,436 | 456 | 0.0% | 0.0% | 611 | +2,412 | 59.94% | Q1 2026 | Apr 20, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 6,308 | 447 | 0.06% | 0.09% | 612 | -1,860 | -22.77% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,983 | 443 | 0.01% | 0.01% | 613 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 6,238 | 442 | 0.01% | 0.01% | 614 | +185 | 3.06% | Q1 2026 | May 07, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 6,153 | 436 | 0.1% | 0.11% | 615 | -200 | -3.15% | Q1 2026 | Apr 20, 2026 |
| NORDEN GROUP LLC | History | Added to | 6,111 | 433 | 0.04% | 0.04% | 616 | +15 | 0.25% | Q1 2026 | Apr 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 6,097 | 432 | 0.04% | 0.04% | 617 | -669 | -9.89% | Q1 2026 | May 01, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 6,101 | 432 | 0.29% | 0.33% | 618 | -150 | -2.4% | Q1 2026 | Apr 27, 2026 |
| WASHINGTON TRUST BANK | History | No change | 6,013 | 426 | 0.03% | 0.03% | 619 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 6,000 | 425 | 0.0% | — | 621 | +6,000 | New | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Reduced | 5,999 | 425 | 0.01% | 0.01% | 620 | -83 | -1.36% | Q1 2026 | Apr 28, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 5,957 | 422 | 0.0% | 0.0% | 622 | -811 | -11.98% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 5,911 | 419 | 0.05% | 0.05% | 623 | +663 | 12.63% | Q1 2026 | May 05, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 5,909 | 419 | 0.07% | 0.08% | 624 | +39 | 0.66% | Q1 2026 | Apr 15, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 5,891 | 417 | 0.05% | — | 626 | +5,891 | New | Q1 2026 | Apr 23, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,886 | 417 | 0.04% | — | 627 | +5,886 | New | Q1 2026 | May 12, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 5,881 | 417 | 0.07% | 0.07% | 625 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 5,872 | 416 | 0.31% | 0.4% | 629 | -1,379 | -19.02% | Q1 2026 | May 11, 2026 |
| REBALANCE, LLC | History | Added to | 5,867 | 416 | 0.02% | 0.03% | 628 | +14 | 0.24% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,862 | 415 | 0.01% | 0.01% | 631 | +2,341 | 66.49% | Q1 2026 | May 01, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 5,864 | 415 | 0.2% | 0.16% | 632 | +1,321 | 29.08% | Q1 2026 | May 08, 2026 |
| Sharkey, Howes & Javer | History | Added to | 5,864 | 415 | 0.06% | 0.06% | 630 | +14 | 0.24% | Q1 2026 | Apr 08, 2026 |
| Essential Planning, LLC. | History | Reduced | 5,853 | 415 | 0.13% | 0.14% | 633 | -9 | -0.15% | Q1 2026 | Apr 22, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 5,344 | 415 | 0.12% | 0.13% | 634 | +4 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Ridgewood Investments LLC | History | New | 5,809 | 411 | 0.17% | — | 635 | +5,809 | New | Q1 2026 | Apr 03, 2026 |
| PROSPERITY BANCSHARES INC | History | Reduced | 5,736 | 406 | 0.33% | 0.4% | 636 | -200 | -3.37% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,727 | 406 | 0.01% | 0.01% | 637 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Alliance Wealth Management Group | History | No change | 5,721 | 405 | 0.09% | 0.09% | 638 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | No change | 5,721 | 405 | 0.06% | 0.07% | 639 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,673 | 402 | 0.01% | 0.01% | 640 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 5,642 | 400 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 5,606 | 397 | 0.0% | 0.0% | 643 | +227 | 4.22% | Q1 2026 | Apr 16, 2026 |
| Apriem Advisors | History | No change | 5,610 | 397 | 0.04% | 0.04% | 642 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 5,587 | 396 | 0.05% | 0.05% | 644 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 5,538 | 392 | 0.01% | 0.01% | 645 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 5,533 | 392 | 0.09% | 0.1% | 646 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 5,502 | 390 | 0.16% | 0.18% | 647 | +13 | 0.24% | Q1 2026 | Apr 08, 2026 |
| Silver Coast Investments LLC | History | New | 5,469 | 387 | 0.12% | — | 648 | +5,469 | New | Q1 2026 | Apr 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,457 | 386 | 0.0% | 0.0% | 649 | +750 | 15.93% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,454 | 386 | 0.01% | 0.01% | 650 | +153 | 2.89% | Q1 2026 | Apr 07, 2026 |
| Aerodigm Wealth, LLC | History | No change | 5,444 | 386 | 0.15% | 0.16% | 651 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageOak Financial, LLC | History | Added to | 5,424 | 384 | 0.27% | 0.26% | 652 | +529 | 10.81% | Q1 2026 | May 11, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 5,006 | 382 | 0.03% | 0.04% | 653 | -171 | -3.3% | Q1 2026 | Apr 20, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 5,364 | 380 | 0.1% | 0.1% | 654 | +262 | 5.14% | Q1 2026 | Apr 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 5,316 | 376 | 0.01% | 0.02% | 655 | -1,162 | -17.94% | Q1 2026 | May 06, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 5,304 | 376 | 0.05% | 0.05% | 656 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 5,270 | 373 | 0.18% | 0.23% | 657 | -1,025 | -16.28% | Q1 2026 | Apr 14, 2026 |
| Arkadios Wealth Advisors | History | New | 5,221 | 370 | 0.01% | — | 658 | +5,221 | New | Q1 2026 | May 18, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 5,165 | 369 | 0.08% | 0.08% | 659 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Paladin Wealth, LLC | History | Reduced | 5,188 | 367 | 0.25% | 0.32% | 660 | -1,080 | -17.23% | Q1 2026 | Apr 16, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 5,115 | 362 | 0.04% | 0.04% | 661 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Main Street Group, LTD | History | No change | 5,094 | 361 | 0.11% | 0.13% | 662 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Caldwell Trust Co | History | No change | 5,070 | 359 | 0.03% | 0.03% | 663 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pacific Asset Management, LLC | History | Added to | 5,000 | 354 | 0.2% | 0.22% | 666 | +7 | 0.14% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 5,000 | 354 | 0.01% | 0.01% | 664 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 4,993 | 354 | 0.06% | 0.06% | 665 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Daytona Street Capital LLC | History | No change | 4,933 | 354 | 0.27% | 0.28% | 667 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 4,989 | 353 | 0.19% | 0.2% | 668 | -18 | -0.36% | Q1 2026 | Apr 29, 2026 |
| Tanager Wealth Management LLP | History | Added to | 4,890 | 346 | 0.03% | 0.04% | 669 | +11 | 0.23% | Q1 2026 | Apr 20, 2026 |
| Trust Point Inc. | History | New | 4,877 | 345 | 0.03% | — | 670 | +4,877 | New | Q1 2026 | Apr 15, 2026 |
| M1 Capital Management LLC | History | Reduced | 4,858 | 344 | 0.16% | 0.19% | 673 | -1,373 | -22.03% | Q1 2026 | May 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 4,862 | 344 | 0.01% | 0.01% | 671 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 4,861 | 344 | 0.14% | 0.15% | 672 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 4,840 | 343 | 0.3% | 0.31% | 674 | +154 | 3.29% | Q1 2026 | Apr 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,835 | 342 | 0.02% | 0.02% | 675 | +12 | 0.25% | Q1 2026 | Apr 13, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 4,826 | 342 | 0.19% | 0.2% | 676 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 4,801 | 340 | 0.02% | 0.03% | 677 | -200 | -4.0% | Q1 2026 | May 12, 2026 |
| MBE Wealth Management, LLC | History | Added to | 4,775 | 338 | 0.14% | 0.15% | 678 | +2 | 0.04% | Q1 2026 | Apr 21, 2026 |
| DSG Capital Advisors, LLC | History | No change | 4,727 | 335 | 0.05% | 0.05% | 679 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 4,682 | 332 | 0.07% | 0.07% | 680 | -336 | -6.7% | Q1 2026 | Apr 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,690 | 332 | 0.07% | 0.07% | 681 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,662 | 330 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Estate Counselors, LLC | History | New | 4,645 | 329 | 0.03% | — | 684 | +4,645 | New | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 4,644 | 329 | 0.04% | — | 685 | +4,644 | New | Q1 2026 | May 01, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 4,643 | 329 | 0.03% | 0.03% | 683 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,633 | 328 | 0.03% | 0.04% | 686 | +10 | 0.22% | Q1 2026 | Apr 06, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 4,615 | 327 | 0.27% | — | 687 | +4,615 | New | Q1 2026 | May 11, 2026 |
| Integrity Wealth Partners, LLC | History | New | 4,573 | 324 | 0.29% | — | 688 | +4,573 | New | Q1 2026 | Apr 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 4,563 | 323 | 0.01% | 0.01% | 689 | +439 | 10.65% | Q1 2026 | May 07, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 4,557 | 323 | 0.17% | 0.19% | 690 | +11 | 0.24% | Q1 2026 | May 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,531 | 321 | 0.01% | 0.01% | 691 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tyche Wealth Partners LLC | History | No change | 4,538 | 321 | 0.05% | 0.05% | 692 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Claris Financial LLC | History | New | 4,522 | 320 | 0.18% | — | 693 | +4,522 | New | Q1 2026 | May 18, 2026 |
| Compass Advisory Group LLC | History | New | 4,511 | 319 | 0.09% | — | 694 | +4,511 | New | Q1 2026 | Apr 21, 2026 |
| PDS Planning, Inc | History | Added to | 4,365 | 309 | 0.02% | 0.02% | 695 | +10 | 0.23% | Q1 2026 | Apr 21, 2026 |
| True North Advisors, LLC | History | Reduced | 4,330 | 307 | 0.03% | 0.04% | 696 | -336 | -7.2% | Q1 2026 | May 07, 2026 |
| Ellevest, Inc. | History | Added to | 4,343 | 307 | 0.04% | 0.04% | 697 | +10 | 0.23% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 4,324 | 306 | 0.01% | 0.01% | 698 | +348 | 8.75% | Q1 2026 | Apr 13, 2026 |
| TABLEAUX LLC | History | New | 4,309 | 305 | 0.15% | — | 700 | +4,309 | New | Q1 2026 | May 14, 2026 |
| Stonebrook Private Inc. | History | Added to | 4,306 | 305 | 0.06% | 0.07% | 699 | +2 | 0.05% | Q1 2026 | May 11, 2026 |
| AlTi Global, Inc. | History | No change | 4,294 | 304 | 0.01% | 0.01% | 701 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aegis Wealth Management LLC | History | Added to | 4,265 | 302 | 0.17% | 0.18% | 702 | +11 | 0.26% | Q1 2026 | Apr 22, 2026 |
| Capital Square, LLC | History | No change | 3,850 | 299 | 0.14% | 0.15% | 703 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Redwood Park Advisors LLC | History | Added to | 4,216 | 298 | 0.2% | 0.21% | 704 | +10 | 0.24% | Q1 2026 | May 04, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 4,178 | 296 | 0.06% | 0.09% | 706 | -1,417 | -25.33% | Q1 2026 | May 12, 2026 |
| MOTCO | History | No change | 4,184 | 296 | 0.03% | 0.03% | 705 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 4,142 | 293 | 0.01% | 0.01% | 707 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CAPSTONE CAPITAL LLC | History | No change | 4,133 | 293 | 0.19% | 0.2% | 708 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 4,122 | 292 | 0.17% | 0.18% | 709 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 4,109 | 291 | 0.04% | 0.04% | 710 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | No change | 4,078 | 289 | 0.01% | 0.01% | 711 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Marble Wealth, LLC | History | No change | 4,064 | 288 | 0.05% | 0.04% | 712 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Corundum Group, Inc. | History | New | 4,054 | 287 | 0.1% | — | 713 | +4,054 | New | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,003 | 283 | 0.0% | 0.0% | 714 | -327 | -7.55% | Q1 2026 | May 11, 2026 |
| Northern Financial Advisors Inc | History | New | 3,929 | 278 | 0.2% | — | 716 | +3,929 | New | Q1 2026 | Apr 28, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 3,924 | 278 | 0.29% | 0.3% | 715 | +10 | 0.26% | Q1 2026 | May 13, 2026 |
| Glassman Wealth Services | History | No change | 3,896 | 276 | 0.04% | 0.04% | 717 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,871 | 274 | 0.1% | 0.1% | 719 | +9 | 0.23% | Q1 2026 | Apr 14, 2026 |
| Krilogy Financial LLC | History | No change | 3,593 | 274 | 0.01% | 0.01% | 718 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 3,830 | 271 | 0.01% | — | 720 | +3,830 | New | Q1 2026 | May 06, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 3,821 | 270 | 0.03% | 0.04% | 721 | +10 | 0.26% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 3,821 | 270 | 0.02% | 0.02% | 723 | +10 | 0.26% | Q1 2026 | May 07, 2026 |
| Up Capital Management, Inc. | History | Added to | 3,817 | 270 | 0.3% | 0.25% | 724 | +9 | 0.24% | Q1 2026 | Apr 20, 2026 |
| HWG Holdings LP | History | No change | 3,819 | 270 | 0.07% | 0.07% | 722 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Burton Enright Welch | History | New | 3,724 | 264 | 0.04% | — | 725 | +3,724 | New | Q1 2026 | May 01, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 3,711 | 263 | 0.16% | 0.2% | 726 | -345 | -8.51% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 3,691 | 261 | 0.05% | 0.06% | 727 | -674 | -15.44% | Q1 2026 | Apr 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 3,672 | 260 | 0.02% | 0.01% | 728 | +2,513 | 216.82% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 82,532 | 259 | 0.01% | 0.02% | 729 | -2,829 | -3.31% | Q1 2026 | May 15, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 3,650 | 258 | 0.2% | 0.22% | 730 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ascent Group, LLC | History | Reduced | 3,628 | 257 | 0.01% | 0.01% | 731 | -19 | -0.52% | Q1 2026 | May 15, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 3,599 | 255 | 0.01% | 0.02% | 732 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,586 | 254 | 0.01% | 0.01% | 733 | -117 | -3.16% | Q1 2026 | May 12, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | Reduced | 3,537 | 251 | 0.04% | 0.04% | 734 | -890 | -20.1% | Q1 2026 | Apr 30, 2026 |
| Aspirean Wealth, LLC | History | Added to | 3,549 | 251 | 0.27% | 0.29% | 735 | +8 | 0.23% | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 3,514 | 249 | 0.09% | 0.09% | 736 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 3,502 | 248 | 0.03% | 0.03% | 737 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 3,485 | 247 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 3,475 | 246 | 0.0% | 0.0% | 739 | -8 | -0.23% | Q1 2026 | May 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 3,476 | 246 | 0.07% | 0.08% | 740 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Olistico Wealth, LLC | History | Added to | 3,460 | 245 | 0.12% | 0.12% | 741 | +12 | 0.35% | Q1 2026 | Apr 08, 2026 |
| Rossby Financial, LCC | History | New | 3,422 | 244 | 0.05% | — | 742 | +3,422 | New | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 3,413 | 242 | 0.0% | 0.0% | 743 | -4,313 | -55.82% | Q1 2026 | May 14, 2026 |
| Silicon Valley Capital Partners | History | Added to | 3,422 | 242 | 0.02% | 0.02% | 744 | +8 | 0.23% | Q1 2026 | May 19, 2026 |
| WINNOW WEALTH LLC | History | Added to | 3,407 | 241 | 0.19% | 0.02% | 746 | +3,063 | 890.41% | Q1 2026 | May 19, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 3,408 | 241 | 0.12% | 0.17% | 745 | -1,017 | -22.98% | Q1 2026 | May 14, 2026 |
| One Day In July LLC | History | No change | 3,390 | 240 | 0.02% | 0.02% | 747 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 3,375 | 239 | 0.11% | 0.12% | 748 | -11 | -0.32% | Q1 2026 | May 12, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 3,370 | 238 | 0.05% | 0.05% | 749 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| American Financial Advisors, LLC | History | Added to | 3,352 | 237 | 0.03% | 0.03% | 750 | +1 | 0.03% | Q1 2026 | May 13, 2026 |
| E6 Portfolios, LLC | History | Added to | 3,312 | 234 | 0.24% | 0.26% | 751 | +286 | 9.45% | Q1 2026 | May 12, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 3,278 | 232 | 0.04% | 0.04% | 752 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 3,251 | 230 | 0.04% | 0.04% | 753 | +187 | 6.1% | Q1 2026 | Apr 28, 2026 |
| Opulen Financial Group LLC | History | New | 3,230 | 229 | 0.16% | — | 755 | +3,230 | New | Q1 2026 | Apr 29, 2026 |
| Brooklyn Investment Group | History | No change | 3,236 | 229 | 0.01% | 0.01% | 754 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 3,083 | 228 | 0.22% | 0.22% | 756 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Planning Center, Inc. | History | Added to | 3,203 | 227 | 0.02% | 0.02% | 757 | +8 | 0.25% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | New | 3,198 | 226 | 0.0% | — | 759 | +3,198 | New | Q1 2026 | Apr 23, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 3,188 | 226 | 0.13% | 0.15% | 758 | +7 | 0.22% | Q1 2026 | May 12, 2026 |
| FSA Advisors, Inc. | History | Reduced | 3,128 | 221 | 0.15% | 0.26% | 760 | -4,382 | -58.35% | Q1 2026 | May 06, 2026 |
| RB Capital Management, LLC | History | No change | 3,115 | 220 | 0.05% | 0.05% | 761 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATAURO, LLC | History | Reduced | 3,102 | 219 | 0.03% | 0.04% | 763 | -223 | -6.71% | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,102 | 219 | 0.01% | 0.01% | 762 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bull Oak Capital, LLC | History | No change | 3,079 | 218 | 0.08% | 0.09% | 764 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gilbert & Cook, Inc. | History | No change | 3,057 | 216 | 0.03% | 0.03% | 765 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,037 | 215 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SCS Capital Management LLC | History | No change | 3,043 | 215 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bouchey Financial Group Ltd | History | No change | 2,890 | 214 | 0.02% | 0.02% | 768 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JM2 Capital Inc. | History | No change | 3,027 | 214 | 0.18% | 0.18% | 769 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,009 | 213 | 0.01% | 0.01% | 770 | +7 | 0.23% | Q1 2026 | May 14, 2026 |
| Prosperity Advisers, LLC | History | No change | 3,003 | 212 | 0.18% | 0.18% | 771 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,941 | 210 | 0.0% | 0.01% | 772 | -1,139 | -27.92% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Added to | 2,967 | 210 | 0.05% | 0.05% | 773 | +7 | 0.24% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | New | 2,946 | 208 | 0.02% | — | 778 | +2,946 | New | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Reduced | 2,939 | 208 | 0.05% | 0.07% | 776 | -525 | -15.16% | Q1 2026 | Apr 08, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 2,946 | 208 | 0.03% | 0.03% | 774 | -275 | -8.54% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,943 | 208 | 0.0% | 0.01% | 775 | -100 | -3.29% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | No change | 2,943 | 208 | 0.01% | 0.02% | 777 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 2,902 | 205 | 0.06% | 0.08% | 779 | -150 | -4.91% | Q1 2026 | Apr 15, 2026 |
| High Probability Advisors, LLC | History | No change | 2,891 | 205 | 0.03% | 0.03% | 780 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| City State Bank | History | No change | 2,880 | 204 | 0.05% | 0.06% | 781 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 2,865 | 203 | 0.06% | 0.05% | 782 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | No change | 2,836 | 201 | 0.12% | 0.14% | 783 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Morton Capital Management LLC/CA | History | No change | 2,833 | 200 | 0.03% | 0.03% | 784 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 2,661 | 188 | 0.05% | — | 785 | +2,661 | New | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,397 | 177 | 0.0% | 0.0% | 786 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Acropolis Investment Management, LLC | History | New | 2,450 | 173 | 0.01% | — | 787 | +2,450 | New | Q1 2026 | Apr 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,383 | 168 | 0.03% | 0.02% | 788 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,336 | 165 | 0.03% | 0.04% | 789 | +6 | 0.26% | Q1 2026 | Apr 14, 2026 |
| JPL Wealth Management, LLC | History | New | 2,307 | 163 | 0.04% | — | 791 | +2,307 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 2,301 | 163 | 0.05% | — | 792 | +2,301 | New | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 2,308 | 163 | 0.04% | 0.04% | 790 | -32 | -1.37% | Q1 2026 | Apr 03, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,296 | 162 | 0.0% | 0.0% | 793 | -211 | -8.42% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,271 | 161 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilltop National Bank | History | No change | 2,154 | 152 | 0.04% | 0.04% | 795 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 2,141 | 151 | 0.12% | 0.14% | 796 | -116 | -5.14% | Q1 2026 | May 01, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2,088 | 148 | 0.03% | 0.02% | 797 | +1,053 | 101.74% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,078 | 147 | 0.01% | 0.01% | 798 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 1,948 | 138 | 0.08% | 0.09% | 799 | -213 | -9.86% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Added to | 1,913 | 135 | 0.0% | 0.0% | 800 | +41 | 2.19% | Q1 2026 | Apr 20, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,880 | 133 | 0.01% | 0.02% | 801 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 1,874 | 132 | 0.12% | — | 802 | +1,874 | New | Q1 2026 | May 14, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 1,847 | 131 | 0.07% | 0.08% | 803 | +3 | 0.16% | Q1 2026 | Apr 06, 2026 |
| WealthCollab, LLC | History | No change | 1,860 | 131 | 0.05% | 0.06% | 804 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,832 | 129 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,796 | 127 | 0.04% | 0.04% | 806 | +2 | 0.11% | Q1 2026 | Apr 24, 2026 |
| Abound Wealth Management | History | No change | 1,730 | 122 | 0.03% | 0.03% | 807 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MCF Advisors LLC | History | Reduced | 1,653 | 117 | 0.01% | 0.01% | 808 | -201 | -10.84% | Q1 2026 | May 11, 2026 |
| Delos Wealth Advisors, LLC | History | New | 1,636 | 116 | 0.07% | — | 809 | +1,636 | New | Q1 2026 | May 14, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,625 | 115 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 1,616 | 114 | 0.09% | 0.09% | 811 | +4 | 0.25% | Q1 2026 | Apr 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 1,582 | 112 | 0.04% | 0.04% | 812 | +4 | 0.25% | Q1 2026 | Apr 09, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,535 | 108 | 0.07% | 0.07% | 813 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,523 | 107 | 0.31% | 0.25% | 814 | -75,968 | -98.03% | Q1 2026 | May 12, 2026 |
| Walsh & Associates, LLC | History | No change | 1,510 | 107 | 0.11% | 0.11% | 815 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| S.A. Mason LLC | History | No change | 1,491 | 105 | 0.04% | 0.04% | 816 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Merrithew & Thorsten Inc | History | Added to | 1,384 | 98 | 0.09% | 0.11% | 817 | +3 | 0.22% | Q1 2026 | May 01, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 1,363 | 96 | 0.01% | 0.01% | 818 | -260 | -16.02% | Q1 2026 | May 12, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,315 | 93 | 0.01% | 0.01% | 819 | +3 | 0.23% | Q1 2026 | Apr 23, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,153 | 81 | 0.02% | 0.02% | 820 | +3 | 0.26% | Q1 2026 | May 06, 2026 |
| Forum Finance Group S.A. | History | New | 1,404 | 80 | 0.04% | — | 822 | +1,404 | New | Q1 2026 | May 07, 2026 |
| Wall Street Financial Group, Inc. | History | New | 1,133 | 80 | 0.05% | — | 821 | +1,133 | New | Q1 2026 | May 05, 2026 |
| Basepoint Wealth LLC | History | New | 1,119 | 79 | 0.05% | — | 823 | +1,119 | New | Q1 2026 | May 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,118 | 79 | 0.06% | — | 824 | +1,118 | New | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,103 | 78 | 0.06% | 0.06% | 825 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Crews Bank & Trust | History | No change | 1,034 | 73 | 0.01% | 0.01% | 826 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 809 | 63 | 0.01% | 0.01% | 827 | +2 | 0.25% | Q1 2026 | May 06, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 861 | 61 | 0.06% | 0.06% | 828 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gleason Group, Inc. | History | Added to | 830 | 58 | 0.01% | 0.01% | 829 | +2 | 0.24% | Q1 2026 | May 04, 2026 |
| Fairscale Capital, LLC | History | Added to | 725 | 51 | 0.04% | 0.03% | 830 | +74 | 11.37% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 622 | 44 | 0.0% | 0.0% | 831 | -49 | -7.3% | Q1 2026 | May 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 536 | 38 | 0.01% | 0.01% | 832 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 536 | 38 | 0.0% | 0.0% | 833 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 512 | 37 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Transce3nd, LLC | History | No change | 532 | 37 | 0.33% | 0.32% | 835 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 482 | 34 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 458 | 32 | 0.01% | 0.01% | 837 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | No change | 448 | 31 | 0.01% | 0.01% | 838 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NorthAvenue LLC | History | No change | 409 | 29 | 0.02% | 0.02% | 839 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 341 | 24 | 0.0% | — | 840 | +341 | New | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 331 | 23 | 0.0% | 0.01% | 841 | -250 | -43.03% | Q1 2026 | Apr 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 336 | 23 | 0.02% | 0.02% | 842 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Truvestments Capital LLC | History | No change | 317 | 22 | 0.0% | 0.0% | 843 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 285 | 20 | 0.01% | 0.01% | 844 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Davis Capital Management | History | Added to | 226 | 16 | 0.01% | 0.01% | 846 | +33 | 17.1% | Q1 2026 | Apr 16, 2026 |
| TRUST CO OF VERMONT | History | No change | 227 | 16 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Navigoe, LLC | History | No change | 227 | 16 | 0.01% | 0.01% | 847 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 215 | 15 | 0.0% | — | 849 | +215 | New | Q1 2026 | May 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 224 | 15 | 0.0% | 0.0% | 848 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Co / SC | History | No change | 166 | 11 | 0.0% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 145 | 10 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CoreFirst Bank & Trust | History | No change | 121 | 8 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 104 | 7 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 81 | 5 | 0.0% | 0.0% | 854 | -213 | -72.45% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 58 | 4 | 0.0% | 0.0% | 855 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | No change | 65 | 4 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BankChampaign, National Association | History | Reduced | 38 | 2 | 0.0% | 0.0% | 858 | -3,435 | -98.91% | Q1 2026 | May 21, 2026 |
| Quent Capital, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Trust Asset Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 859 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 5.68% | — | -272,489 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -194,503 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -61,481 | -100.0% | Q1 2026 | May 01, 2026 |
| Black Diamond Financial, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -59,644 | -100.0% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -29,179 | -100.0% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,300 | -100.0% | Q1 2026 | May 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Closed out | 0 | 0 | — | 0.05% | — | -9,579 | -100.0% | Q1 2026 | May 12, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,517 | -100.0% | Q1 2026 | Apr 22, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,193 | -100.0% | Q1 2026 | May 15, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -8,020 | -100.0% | Q1 2026 | May 01, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.05% | — | -7,540 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,258 | -100.0% | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,177 | -100.0% | Q1 2026 | May 11, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -5,117 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Focused Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -5,033 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,604 | -100.0% | Q1 2026 | May 12, 2026 |
| Johnson Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,459 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CGN Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,064 | -100.0% | Q1 2026 | Apr 13, 2026 |
| LYNCH & ASSOCIATES/IN | History | Closed out | 0 | 0 | — | 0.04% | — | -2,907 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -2,811 | -100.0% | Q1 2026 | Apr 13, 2026 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,791 | -100.0% | Q1 2026 | May 13, 2026 |
| Fort Point Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,764 | -100.0% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,716 | -100.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,334 | -100.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -813 | -100.0% | Q1 2026 | May 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Closed out | 0 | 0 | — | 0.02% | — | -775 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -501 | -99.8% | Q1 2026 | Apr 27, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -359 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -319 | -100.0% | Q1 2026 | Apr 16, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -218 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 15, 2026 |
| Spurstone Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -70 | -100.0% | Q1 2026 | Apr 28, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |