iSHARES TRUST - DGRO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 20,236,610 | 1,420,205 | 0.38% | 0.36% | 1 | +1,473,264 | 7.85% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 19,389,641 | 1,360,765 | 0.1% | 0.1% | 2 | -367,618 | -1.86% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 19,367,374 | 1,359,202 | 0.08% | 0.08% | 3 | +1,304 | 0.01% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 17,425,702 | 1,222,935 | 2.68% | 2.16% | 4 | +3,494,469 | 25.08% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,067,891 | 831,516 | 0.4% | 0.42% | 5 | +2,077,934 | 20.8% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 10,864,804 | 762,483 | 0.24% | 0.23% | 6 | +118,609 | 1.1% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,627,078 | 745,808 | 0.2% | 0.21% | 7 | +335,571 | 3.26% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 8,431,594 | 591,729 | 8.66% | 8.82% | 8 | +91,673 | 1.1% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,230,843 | 577,641 | 0.1% | 0.09% | 9 | +93,718 | 1.15% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,225,477 | 507,083 | 0.71% | 0.67% | 10 | -41,759 | -0.57% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,855,975 | 481,286 | 0.11% | 0.11% | 11 | -90,119 | -1.3% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,661,626 | 467,512 | 0.09% | 0.09% | 12 | -389,001 | -5.52% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,310,350 | 442,860 | 0.26% | 0.26% | 13 | -479,825 | -7.07% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 5,295,381 | 371,629 | 0.02% | 0.02% | 14 | -504,611 | -8.7% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,148,918 | 361,354 | 0.38% | 0.38% | 15 | +147,280 | 2.94% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,772,766 | 334,952 | 0.04% | 0.04% | 16 | -209,552 | -4.21% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,753,627 | 327,905 | 0.02% | 0.01% | 17 | +1,423,042 | 42.73% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,659,680 | 327,016 | 0.05% | 0.05% | 18 | +143,463 | 3.18% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 3,324,499 | 233,313 | 0.25% | 0.23% | 19 | +228,446 | 7.38% | Q1 2026 | May 13, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Added to | 3,317 | 232,787 | 2.61% | 2.01% | 20 | +334 | 11.2% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,122,246 | 219,119 | 0.61% | 0.6% | 21 | -447,884 | -12.55% | Q1 2026 | May 04, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,114,188 | 218,553 | 1.85% | 1.78% | 22 | -70,916 | -2.23% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,937,418 | 206,147 | 0.28% | 0.28% | 23 | -94,018 | -3.1% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,770,076 | 194,404 | 0.18% | 0.17% | 24 | +91,853 | 3.43% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 2,718,697 | 190,796 | 0.22% | 0.21% | 25 | +119,926 | 4.61% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,492,043 | 174,891 | 0.11% | 0.1% | 26 | +117,790 | 4.96% | Q1 2026 | May 07, 2026 |
| HM PAYSON & CO | History | Added to | 1,965,020 | 137,905 | 1.99% | 0.18% | 27 | +1,778,800 | 955.21% | Q1 2026 | Apr 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,899,744 | 133,324 | 3.78% | 4.13% | 28 | -7,921 | -0.42% | Q1 2026 | Apr 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,870,534 | 131,274 | 2.72% | 2.55% | 29 | +148,005 | 8.59% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,751,054 | 122,920 | 0.18% | 0.17% | 30 | +110,151 | 6.71% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,684,700 | 118,232 | 0.02% | 0.0% | 31 | +1,665,000 | 8451.78% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,626,347 | 113,977 | 0.16% | 0.15% | 32 | -23,437 | -1.42% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,520,205 | 106,687 | 0.72% | 0.73% | 33 | +6,299 | 0.42% | Q1 2026 | May 07, 2026 |
| ProVise Management Group, LLC | History | Added to | 1,403,415 | 98,491 | 7.08% | 6.74% | 34 | +40,085 | 2.94% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,394,397 | 97,858 | 0.52% | 0.41% | 35 | +546,673 | 64.49% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,348,444 | 94,633 | 0.0% | 0.0% | 36 | +80,062 | 6.31% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,281,275 | 89,919 | 0.78% | 0.01% | 37 | +1,272,895 | 15189.68% | Q1 2026 | May 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 1,264,195 | 88,721 | 8.91% | 9.03% | 38 | -34,272 | -2.64% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | New | 1,222,650 | 85,805 | 2.26% | — | 39 | +1,222,650 | New | Q1 2026 | Apr 16, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 1,218,011 | 85,480 | 12.36% | 12.08% | 40 | -36,883 | -2.94% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | Reduced | 1,196,825 | 83,993 | 6.34% | 6.55% | 41 | -16,589 | -1.37% | Q1 2026 | May 08, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 1,143,665 | 80,262 | 18.56% | 22.53% | 42 | +7,582 | 0.67% | Q1 2026 | May 14, 2026 |
| Ledyard National Bank | History | Reduced | 1,142,426 | 80,175 | 6.95% | 7.31% | 43 | -80,120 | -6.55% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,106,092 | 77,626 | 0.2% | 0.19% | 44 | +43,536 | 4.1% | Q1 2026 | Apr 30, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,050,750 | 73,741 | 2.86% | 3.0% | 45 | +8,115 | 0.78% | Q1 2026 | May 07, 2026 |
| American Trust | History | Added to | 993,754 | 69,741 | 6.16% | 5.61% | 46 | +32,783 | 3.41% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 984,746 | 69,109 | 0.37% | 0.37% | 47 | +13,406 | 1.38% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 938,814 | 65,885 | 0.31% | 0.31% | 48 | -7,263 | -0.77% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Added to | 926,648 | 65,032 | 0.1% | 0.1% | 49 | +11,013 | 1.2% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Added to | 844,013 | 59,232 | 2.6% | 0.01% | 50 | +841,609 | 35008.69% | Q1 2026 | May 11, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 835,155 | 58,611 | 5.21% | 5.24% | 51 | +13,111 | 1.59% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 829,714 | 58,229 | 4.79% | 4.67% | 52 | +41,535 | 5.27% | Q1 2026 | Apr 08, 2026 |
| Horizon Investments, LLC | History | Added to | 814,939 | 57,192 | 0.64% | 0.7% | 53 | +14,745 | 1.84% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 797,552 | 55,972 | 0.21% | 0.2% | 54 | +112,186 | 16.37% | Q1 2026 | Apr 30, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 793,408 | 55,681 | 5.05% | 4.27% | 55 | +110,940 | 16.26% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 756,216 | 53,071 | 0.1% | 0.0% | 56 | +739,230 | 4352.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 736,631 | 51,696 | 1.75% | 0.92% | 57 | +17,480 | 2.43% | Q1 2026 | Apr 23, 2026 |
| JGP Wealth Management, LLC | History | Added to | 727,226 | 51,036 | 5.31% | 3.63% | 58 | +225,197 | 44.86% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 733,342 | 50,908 | 0.2% | 0.2% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Reduced | 721,369 | 50,625 | 1.41% | 1.4% | 60 | -9,777 | -1.34% | Q1 2026 | May 04, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 715,444 | 50,209 | 5.88% | 4.8% | 61 | +124,297 | 21.03% | Q1 2026 | Apr 10, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 708,712 | 49,737 | 9.01% | 8.03% | 62 | +101,662 | 16.75% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 706,261 | 49,565 | 0.37% | 0.4% | 63 | -8,904 | -1.25% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 695,460 | 48,807 | 0.25% | 0.25% | 64 | +27,603 | 4.13% | Q1 2026 | May 08, 2026 |
| Auto-Owners Insurance Co | History | No change | 689,500 | 48,389 | 1.01% | 1.0% | 65 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 687,861 | 48,272 | 0.08% | 0.09% | 66 | +8,455 | 1.24% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 644,846 | 45,255 | 0.05% | 0.05% | 67 | -30,310 | -4.49% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 642,658 | 45,101 | 7.65% | 7.34% | 68 | +12,683 | 2.01% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 640,708 | 44,964 | 0.01% | 0.01% | 69 | -65,698 | -9.3% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 602,903 | 42,311 | 0.52% | 0.59% | 70 | +1,291 | 0.21% | Q1 2026 | Apr 23, 2026 |
| XML Financial, LLC | History | Added to | 576,049 | 40,427 | 3.26% | 2.87% | 71 | +68,363 | 13.47% | Q1 2026 | Apr 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 569,687 | 39,981 | 0.06% | 0.05% | 72 | +101,930 | 21.79% | Q1 2026 | May 13, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 566,639 | 39,767 | 0.84% | 0.86% | 73 | -2,301 | -0.4% | Q1 2026 | May 12, 2026 |
| Wolff Financial Management LLC | History | Added to | 566,631 | 39,766 | 8.79% | 8.58% | 74 | +16,788 | 3.05% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 558,516 | 39,197 | 0.1% | 0.09% | 75 | +15,519 | 2.86% | Q1 2026 | Apr 22, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 539,569 | 38,724 | 7.85% | 7.8% | 76 | +32,647 | 6.44% | Q1 2026 | Apr 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 530,539 | 37,233 | 2.49% | — | 77 | +530,539 | New | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 534,531 | 37,108 | 0.24% | 0.24% | 78 | +35,380 | 7.09% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Added to | 519,681 | 36,471 | 7.91% | 8.13% | 79 | +12,374 | 2.44% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 517,276 | 36,302 | 0.4% | 0.51% | 80 | -24,490 | -4.52% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 500,675 | 35,137 | 2.27% | 2.26% | 81 | +2,994 | 0.6% | Q1 2026 | Apr 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 503,026 | 34,920 | 2.55% | 2.55% | 82 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 461,279 | 32,372 | 4.97% | 4.87% | 83 | +14,908 | 3.34% | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Added to | 459,104 | 32,220 | 0.85% | 0.82% | 84 | +44,925 | 10.85% | Q1 2026 | May 14, 2026 |
| Silver Coast Investments LLC | History | Added to | 449,662 | 31,557 | 10.07% | 10.37% | 85 | +16,443 | 3.8% | Q1 2026 | Apr 22, 2026 |
| Altus Wealth Management, LLC | History | Added to | 441,639 | 30,994 | 13.78% | 13.17% | 86 | +1,697 | 0.39% | Q1 2026 | Apr 21, 2026 |
| TRB Wealth Management, LLC | History | New | 439,261 | 30,827 | 4.38% | — | 87 | +439,261 | New | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 430,362 | 30,202 | 3.91% | 3.92% | 88 | -11,014 | -2.5% | Q1 2026 | May 07, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 419,556 | 29,444 | 8.91% | 8.7% | 89 | -3,729 | -0.88% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 419,372 | 29,431 | 0.33% | 0.36% | 90 | -43,611 | -9.42% | Q1 2026 | Apr 28, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 419,164 | 29,416 | 2.8% | 2.73% | 91 | +6,760 | 1.64% | Q1 2026 | Apr 13, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 414,367 | 29,080 | 5.25% | 5.24% | 92 | -11,917 | -2.8% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 404,328 | 28,375 | 0.02% | 0.02% | 93 | +19,191 | 4.98% | Q1 2026 | May 12, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 383,559 | 27,727 | 8.15% | 8.16% | 94 | +10,019 | 2.68% | Q1 2026 | Apr 16, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 389,615 | 27,343 | 11.97% | 11.68% | 95 | +2,685 | 0.69% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 388,086 | 27,286 | 0.06% | 0.06% | 96 | -191,982 | -33.1% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Reduced | 383,764 | 26,935 | 0.13% | 0.14% | 97 | -7,439 | -1.9% | Q1 2026 | May 15, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 380,075 | 26,673 | 17.13% | 17.06% | 98 | +14,605 | 4.0% | Q1 2026 | Apr 09, 2026 |
| Presidio Capital Management, LLC | History | Added to | 369,388 | 25,923 | 7.53% | 7.41% | 99 | +13,923 | 3.92% | Q1 2026 | Apr 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 353,466 | 24,806 | 0.08% | 0.06% | 100 | +131,467 | 59.22% | Q1 2026 | May 15, 2026 |
| Davidson Capital Management Inc. | History | New | 350,381 | 24,589 | 4.46% | — | 101 | +350,381 | New | Q1 2026 | Apr 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 348,715 | 24,472 | 5.08% | 4.88% | 102 | +8,319 | 2.44% | Q1 2026 | May 08, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 336,202 | 23,594 | 0.15% | 0.15% | 103 | +9,724 | 2.98% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 332,816 | 23,357 | 0.04% | 0.04% | 104 | +42,505 | 14.64% | Q1 2026 | May 14, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 331,991 | 23,299 | 8.66% | 9.15% | 105 | -17,110 | -4.9% | Q1 2026 | Apr 23, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 328,953 | 23,085 | 4.71% | 4.86% | 106 | -26,171 | -7.37% | Q1 2026 | Apr 14, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 320,868 | 22,640 | 8.6% | 10.46% | 107 | -50,302 | -13.55% | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | Added to | 322,519 | 22,634 | 0.28% | 0.28% | 108 | +7,317 | 2.32% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 325,729 | 22,612 | 0.4% | 0.4% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allegheny Financial Group | History | Added to | 321,068 | 22,532 | 3.04% | 3.25% | 110 | +4,640 | 1.47% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 317,552 | 22,283 | 0.14% | 0.13% | 111 | +1,728 | 0.55% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Reduced | 314,670 | 22,083 | 1.62% | 1.66% | 112 | -3,620 | -1.14% | Q1 2026 | Apr 22, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 309,322 | 21,708 | 2.47% | 2.39% | 113 | +3,923 | 1.28% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 308,307 | 21,636 | 0.17% | 0.22% | 114 | +41,976 | 15.76% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 308,135 | 21,624 | 0.12% | 0.11% | 115 | +5,494 | 1.82% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 307,598 | 21,594 | 0.35% | 0.32% | 116 | +27,516 | 9.82% | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Reduced | 304,454 | 21,366 | 0.12% | 0.12% | 117 | -6,459 | -2.08% | Q1 2026 | May 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 302,595 | 21,236 | 1.15% | 1.11% | 118 | -1,974 | -0.65% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 302,168 | 21,206 | 0.29% | 0.28% | 119 | +19,965 | 7.07% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 300,748 | 21,106 | 0.59% | 0.55% | 120 | -5,931 | -1.93% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Advisors | History | Added to | 299,109 | 20,991 | 1.63% | 1.48% | 121 | +16,088 | 5.68% | Q1 2026 | May 12, 2026 |
| Powers Advisory Group, LLC | History | Added to | 295,478 | 20,736 | 7.31% | 7.07% | 122 | +25,226 | 9.33% | Q1 2026 | Apr 21, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 292,409 | 20,521 | 4.46% | 4.5% | 123 | +2,629 | 0.91% | Q1 2026 | May 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 285,000 | 20,001 | 1.17% | 1.14% | 124 | -4,800 | -1.66% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 282,858 | 19,850 | 0.6% | 0.7% | 125 | +10,285 | 3.77% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 280,645 | 19,695 | 0.13% | 0.13% | 126 | -6,085 | -2.12% | Q1 2026 | Apr 27, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 273,737 | 19,210 | 2.37% | 2.31% | 127 | +11,039 | 4.2% | Q1 2026 | May 08, 2026 |
| 46 Peaks LLC | History | Added to | 269,409 | 18,907 | 13.77% | 13.36% | 128 | +7,077 | 2.7% | Q1 2026 | May 01, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 266,466 | 18,700 | 2.98% | 8.2% | 129 | -381,088 | -58.85% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 266,300 | 18,688 | 0.0% | 0.0% | 130 | +103,637 | 63.71% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 261,021 | 18,315 | 0.2% | 0.19% | 131 | +60 | 0.02% | Q1 2026 | May 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 258,712 | 18,156 | 5.01% | 4.74% | 132 | +13,219 | 5.38% | Q1 2026 | Apr 15, 2026 |
| Capital Planning LLC | History | Added to | 258,299 | 18,127 | 5.9% | 4.67% | 133 | +19,325 | 8.09% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 257,877 | 18,097 | 0.2% | 0.22% | 134 | -18,696 | -6.76% | Q1 2026 | May 05, 2026 |
| Objectivity Squared, LLC | History | Reduced | 256,088 | 17,972 | 11.33% | 10.33% | 135 | -10,038 | -3.77% | Q1 2026 | May 13, 2026 |
| Atwater Malick LLC | History | Added to | 250,666 | 17,591 | 4.75% | 4.22% | 136 | +30,157 | 13.68% | Q1 2026 | Apr 22, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 237,885 | 17,398 | 4.59% | 5.4% | 137 | -24,740 | -9.42% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 246,737 | 17,316 | 1.18% | 1.0% | 138 | +14,201 | 6.11% | Q1 2026 | May 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 244,406 | 17,152 | 0.37% | 0.35% | 139 | +6,745 | 2.84% | Q1 2026 | May 01, 2026 |
| Accel Wealth Management | History | Added to | 243,000 | 17,053 | 4.45% | 4.37% | 140 | +12,875 | 5.59% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 241,300 | 16,934 | 0.0% | 0.02% | 141 | -1,303,500 | -84.38% | Q1 2026 | May 15, 2026 |
| IFS Advisors, LLC | History | Added to | 241,130 | 16,922 | 8.72% | 8.55% | 142 | +3,941 | 1.66% | Q1 2026 | Apr 06, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 236,935 | 16,628 | 3.59% | — | 143 | +236,935 | New | Q1 2026 | May 13, 2026 |
| PSI Advisors, LLC | History | Added to | 233,762 | 16,405 | 3.93% | 3.82% | 144 | +14,466 | 6.6% | Q1 2026 | May 14, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 231,010 | 16,212 | 1.67% | 1.57% | 145 | -1,228 | -0.53% | Q1 2026 | May 11, 2026 |
| PFS Partners, LLC | History | Added to | 230,306 | 16,162 | 7.41% | 7.21% | 146 | +3,374 | 1.49% | Q1 2026 | Apr 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 227,393 | 15,958 | 0.2% | 0.19% | 147 | +12,404 | 5.77% | Q1 2026 | Apr 20, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 227,073 | 15,936 | 16.48% | 15.87% | 148 | +16,213 | 7.69% | Q1 2026 | May 05, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 226,014 | 15,861 | 7.07% | 7.34% | 149 | +653 | 0.29% | Q1 2026 | May 06, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 225,324 | 15,813 | 1.36% | 1.97% | 150 | -110,027 | -32.81% | Q1 2026 | May 07, 2026 |
| Well Done, LLC | History | Reduced | 220,184 | 15,452 | 2.27% | 2.33% | 151 | -4,576 | -2.04% | Q1 2026 | Apr 14, 2026 |
| Eagle Strategies LLC | History | Reduced | 218,939 | 15,365 | 1.84% | 2.22% | 152 | -31,804 | -12.68% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 215,800 | 15,144 | 0.02% | 0.03% | 153 | -48,298 | -18.29% | Q1 2026 | May 15, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 215,150 | 15,099 | 2.92% | 2.39% | 154 | -14,952 | -6.5% | Q1 2026 | Apr 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 213,244 | 14,965 | 0.47% | 0.45% | 155 | +9,730 | 4.78% | Q1 2026 | Apr 08, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 212,261 | 14,896 | 3.0% | 2.58% | 156 | -10,508 | -4.72% | Q1 2026 | Apr 22, 2026 |
| LifeGoal Investments, LLC | History | Added to | 210,145 | 14,745 | 8.44% | 8.96% | 157 | +16,518 | 8.53% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 206,148 | 14,467 | 0.08% | 0.05% | 158 | -18,652 | -8.3% | Q1 2026 | Apr 29, 2026 |
| Stratos Investment Management, LLC | History | Added to | 205,655 | 14,432 | 0.58% | 0.52% | 159 | +19,208 | 10.3% | Q1 2026 | Apr 28, 2026 |
| FC Advisory LLC | History | Added to | 199,306 | 13,987 | 4.08% | 3.86% | 160 | +5,665 | 2.93% | Q1 2026 | Apr 14, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 198,956 | 13,962 | 9.52% | 9.64% | 161 | +2,679 | 1.36% | Q1 2026 | Apr 23, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 198,226 | 13,911 | 0.96% | 0.91% | 162 | -822 | -0.41% | Q1 2026 | May 05, 2026 |
| Argent Advisors, Inc. | History | Added to | 196,017 | 13,756 | 3.76% | 3.68% | 163 | +5,991 | 3.15% | Q1 2026 | Apr 24, 2026 |
| Karpus Management, Inc. | History | Added to | 195,078 | 13,690 | 0.43% | 0.22% | 164 | +92,660 | 90.47% | Q1 2026 | May 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 193,697 | 13,593 | 1.83% | 1.84% | 165 | -3,280 | -1.67% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 193,078 | 13,550 | 0.48% | 0.46% | 166 | +4,285 | 2.27% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 191,845 | 13,463 | 0.22% | 0.34% | 167 | -61,110 | -24.16% | Q1 2026 | May 18, 2026 |
| SouthState Bank Corp | History | Reduced | 185,879 | 13,044 | 0.61% | 0.6% | 168 | -5,967 | -3.11% | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | Reduced | 185,587 | 13,024 | 1.45% | 1.43% | 169 | -860 | -0.46% | Q1 2026 | May 01, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 179,952 | 12,629 | 0.7% | 1.13% | 170 | -75,640 | -29.59% | Q1 2026 | Apr 29, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 179,200 | 12,576 | 6.94% | 6.49% | 171 | +6,796 | 3.94% | Q1 2026 | Apr 22, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 177,870 | 12,482 | 1.06% | 1.05% | 172 | -2,162 | -1.2% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Added to | 175,498 | 12,316 | 1.11% | 1.13% | 173 | +5,786 | 3.41% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 175,356 | 12,306 | 0.05% | 0.05% | 174 | +1,766 | 1.02% | Q1 2026 | May 14, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 172,722 | 12,121 | 11.74% | 12.25% | 175 | -41,563 | -19.4% | Q1 2026 | May 12, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 169,565 | 11,900 | 2.62% | 2.15% | 176 | +35,069 | 26.07% | Q1 2026 | Apr 14, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 168,934 | 11,855 | 2.79% | 2.67% | 177 | +4,076 | 2.47% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 168,746 | 11,842 | 0.15% | 0.17% | 178 | +4,047 | 2.46% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 168,704 | 11,839 | 0.44% | 0.44% | 179 | -379 | -0.22% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 168,078 | 11,795 | 0.01% | 0.0% | 180 | +26,589 | 18.79% | Q1 2026 | May 11, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 168,002 | 11,790 | 3.22% | 2.91% | 181 | +5,708 | 3.52% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 166,711 | 11,699 | 0.59% | 0.6% | 182 | +1,631 | 0.99% | Q1 2026 | Apr 23, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 166,024 | 11,651 | 0.26% | 0.26% | 183 | +5,100 | 3.17% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 165,980 | 11,648 | 0.02% | 0.02% | 184 | -3,111 | -1.84% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 165,754 | 11,632 | 1.58% | 1.51% | 185 | +2,342 | 1.43% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 165,488 | 11,613 | 0.15% | 0.13% | 186 | +9,331 | 5.98% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Added to | 161,510 | 11,334 | 0.13% | 0.12% | 187 | +22,381 | 16.09% | Q1 2026 | May 01, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 167,631 | 11,263 | 9.07% | 7.83% | 188 | +17,994 | 12.03% | Q1 2026 | May 15, 2026 |
| Fairway Financial, LLC | History | Added to | 160,034 | 11,231 | 8.54% | 8.34% | 189 | +825 | 0.52% | Q1 2026 | May 11, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 159,909 | 11,222 | 1.51% | 1.73% | 190 | +5,173 | 3.34% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 157,947 | 11,084 | 0.43% | 0.32% | 191 | +16,459 | 11.63% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 156,926 | 11,013 | 2.72% | 2.63% | 192 | +3,263 | 2.12% | Q1 2026 | May 11, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 155,741 | 10,929 | 5.85% | 5.59% | 193 | +2,713 | 1.77% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 155,065 | 10,882 | 0.11% | 0.1% | 194 | +7,479 | 5.07% | Q1 2026 | May 08, 2026 |
| Targeted Financial Services LLC | History | Reduced | 155,053 | 10,881 | 8.93% | 9.61% | 195 | -5,685 | -3.54% | Q1 2026 | Apr 15, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 154,882 | 10,869 | 2.03% | 7.13% | 196 | -393,487 | -71.76% | Q1 2026 | May 05, 2026 |
| Prota Financial, LLC | History | Added to | 153,601 | 10,779 | 7.81% | 7.11% | 197 | +11,351 | 7.98% | Q1 2026 | Apr 09, 2026 |
| KPP Advisory Services LLC | History | Reduced | 153,548 | 10,776 | 1.56% | 1.82% | 198 | -27,021 | -14.96% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 151,104 | 10,604 | 0.74% | 0.69% | 199 | +5,741 | 3.95% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 150,875 | 10,588 | 0.14% | 0.14% | 200 | +6,955 | 4.83% | Q1 2026 | May 15, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 150,236 | 10,543 | 2.22% | 2.17% | 201 | +47,793 | 46.65% | Q1 2026 | Apr 22, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 150,142 | 10,536 | 1.72% | 2.19% | 202 | -44,255 | -22.77% | Q1 2026 | Apr 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 149,506 | 10,492 | 0.63% | 0.61% | 203 | +363 | 0.24% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 148,866 | 10,447 | 0.02% | 0.02% | 204 | +1,778 | 1.21% | Q1 2026 | May 06, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 148,531 | 10,423 | 6.02% | 5.76% | 205 | +6,495 | 4.57% | Q1 2026 | Apr 17, 2026 |
| EQ LLC | History | Added to | 147,571 | 10,356 | 2.92% | 2.81% | 206 | +7,135 | 5.08% | Q1 2026 | May 06, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 145,807 | 10,232 | 1.43% | 1.63% | 207 | -23,616 | -13.94% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 145,509 | 10,211 | 0.09% | 0.09% | 208 | -26,671 | -15.49% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 144,330 | 10,129 | 0.57% | 0.6% | 209 | -6,993 | -4.62% | Q1 2026 | Apr 24, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 142,575 | 10,005 | 0.95% | 0.93% | 210 | -1,375 | -0.96% | Q1 2026 | May 11, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 142,213 | 9,980 | 4.38% | 4.5% | 211 | -613 | -0.43% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Reduced | 142,056 | 9,969 | 0.05% | 0.06% | 212 | -10,327 | -6.78% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 141,580 | 9,936 | 1.36% | 1.38% | 213 | -1,210 | -0.85% | Q1 2026 | Apr 23, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 141,477 | 9,928 | 6.21% | 7.01% | 214 | -20,462 | -12.64% | Q1 2026 | Apr 10, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 141,364 | 9,920 | 0.44% | 0.44% | 215 | +753 | 0.54% | Q1 2026 | May 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 140,859 | 9,885 | 0.18% | 0.17% | 216 | +9,441 | 7.18% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 140,729 | 9,876 | 0.67% | 0.68% | 217 | -5,782 | -3.95% | Q1 2026 | May 06, 2026 |
| SFAM, LLC | History | Reduced | 140,551 | 9,863 | 9.15% | 8.97% | 218 | -805 | -0.57% | Q1 2026 | May 04, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 140,535 | 9,862 | 1.29% | 1.45% | 219 | -20,965 | -12.98% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 140,462 | 9,857 | 0.0% | 0.0% | 220 | +135,013 | 2477.76% | Q1 2026 | May 13, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 140,115 | 9,833 | 0.42% | 0.39% | 221 | +4,576 | 3.38% | Q1 2026 | May 08, 2026 |
| Modus Advisors, LLC | History | Reduced | 139,913 | 9,819 | 2.7% | 2.85% | 222 | -15,592 | -10.03% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 139,677 | 9,802 | 0.08% | 0.07% | 223 | -4,719 | -3.27% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | Added to | 137,948 | 9,681 | 1.02% | 0.93% | 224 | +21,743 | 18.71% | Q1 2026 | Apr 29, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 136,548 | 9,582 | 0.56% | 0.56% | 225 | -866 | -0.63% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 136,526 | 9,581 | 0.04% | 0.03% | 226 | +568 | 0.42% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 135,076 | 9,479 | 0.38% | 0.21% | 227 | +55,952 | 70.71% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 134,761 | 9,457 | 0.19% | 0.18% | 228 | +4,666 | 3.59% | Q1 2026 | May 14, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 134,379 | 9,430 | 2.75% | 7.46% | 229 | -232,863 | -63.41% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 133,476 | 9,367 | 0.06% | 0.06% | 230 | -4,319 | -3.13% | Q1 2026 | May 05, 2026 |
| Custos Family Office, LLC | History | No change | 133,776 | 9,286 | 6.34% | 6.34% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 130,943 | 9,189 | 0.14% | 0.11% | 232 | +49,820 | 61.41% | Q1 2026 | May 15, 2026 |
| HF Advisory Group, LLC | History | Added to | 130,852 | 9,183 | 3.13% | 3.07% | 233 | +4,197 | 3.31% | Q1 2026 | Apr 21, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 130,789 | 9,178 | 0.5% | 0.5% | 234 | +6,459 | 5.2% | Q1 2026 | May 11, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 128,961 | 9,050 | 1.04% | 1.52% | 235 | -60,230 | -31.84% | Q1 2026 | Apr 28, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 128,223 | 8,998 | 3.84% | 3.58% | 236 | +948 | 0.74% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 125,166 | 8,784 | 0.11% | 0.11% | 237 | +2,486 | 2.03% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Added to | 124,712 | 8,752 | 1.27% | 1.22% | 238 | +1,729 | 1.41% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 124,487 | 8,736 | 3.21% | 3.06% | 239 | +2,237 | 1.83% | Q1 2026 | May 08, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 123,381 | 8,658 | 4.73% | 4.66% | 240 | +212 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Royal Fund Management, LLC | History | Reduced | 123,218 | 8,647 | 0.82% | 0.81% | 241 | -4,431 | -3.47% | Q1 2026 | May 19, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 122,319 | 8,584 | 3.46% | 3.63% | 242 | +510 | 0.42% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 121,744 | 8,544 | 0.54% | 0.56% | 243 | +67 | 0.06% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 120,928 | 8,486 | 0.04% | 0.03% | 244 | +3,038 | 2.58% | Q1 2026 | May 15, 2026 |
| Hoese & Co LLP | History | Added to | 120,865 | 8,482 | 6.3% | 5.65% | 245 | +6,753 | 5.92% | Q1 2026 | Apr 22, 2026 |
| NorthRock Partners, LLC | History | Added to | 120,395 | 8,449 | 0.14% | 0.06% | 246 | +71,717 | 147.33% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Added to | 120,231 | 8,438 | 1.06% | 1.04% | 247 | +3,288 | 2.81% | Q1 2026 | May 13, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 117,821 | 8,268 | 3.5% | 3.41% | 248 | +4,946 | 4.38% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 117,213 | 8,225 | 0.02% | 0.02% | 249 | -301 | -0.26% | Q1 2026 | May 14, 2026 |
| Madson Wealth Advisors Inc | History | New | 116,947 | 8,207 | 6.82% | — | 250 | +116,947 | New | Q1 2026 | Apr 21, 2026 |
| HighPoint Advisor Group LLC | History | New | 116,503 | 8,176 | 0.34% | — | 251 | +116,503 | New | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 116,427 | 8,170 | 0.37% | 0.38% | 252 | +16,982 | 17.08% | Q1 2026 | Apr 15, 2026 |
| Wright Wealth LLC | History | Added to | 116,124 | 8,149 | 5.45% | 4.95% | 253 | +6,661 | 6.09% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 116,085 | 8,146 | 0.92% | 0.79% | 254 | +12,954 | 12.56% | Q1 2026 | Apr 16, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 116,012 | 8,141 | 5.63% | 5.82% | 255 | +5,409 | 4.89% | Q1 2026 | Apr 21, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 115,707 | 8,120 | 1.1% | 1.18% | 256 | -10,163 | -8.07% | Q1 2026 | Apr 08, 2026 |
| Crumly & Associates Inc. | History | Reduced | 115,394 | 8,098 | 1.7% | 1.72% | 257 | -2,587 | -2.19% | Q1 2026 | Apr 02, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 114,957 | 8,067 | 0.57% | 0.6% | 258 | -1,380 | -1.19% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 116,556 | 8,040 | 0.51% | 0.36% | 259 | +2,626 | 2.3% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | Added to | 114,131 | 8,009 | 0.09% | 0.02% | 260 | +90,030 | 373.55% | Q1 2026 | Apr 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 114,094 | 8,007 | 0.25% | 0.3% | 261 | -4,037 | -3.42% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 113,453 | 7,962 | 1.5% | 1.7% | 263 | -31,258 | -21.6% | Q1 2026 | May 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 113,449 | 7,962 | 0.06% | 0.07% | 262 | +1,043 | 0.93% | Q1 2026 | Apr 07, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 112,608 | 7,902 | 3.15% | 2.94% | 264 | +7,238 | 6.87% | Q1 2026 | Apr 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 112,398 | 7,888 | 1.1% | 1.1% | 265 | -1,573 | -1.38% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Added to | 112,349 | 7,884 | 0.19% | 0.17% | 266 | +2,196 | 1.99% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 112,240 | 7,877 | 1.42% | — | 267 | +112,240 | New | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | Added to | 108,856 | 7,876 | 0.48% | 0.48% | 268 | +3,787 | 3.6% | Q1 2026 | Apr 20, 2026 |
| Matisse Capital | History | Reduced | 111,607 | 7,832 | 3.34% | 3.48% | 269 | -736 | -0.66% | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 112,613 | 7,817 | 0.51% | 0.51% | 270 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 112,403 | 7,802 | 2.27% | 2.27% | 271 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Alhambra Investment Management LLC | History | Added to | 110,523 | 7,756 | 3.58% | 3.55% | 272 | +731 | 0.67% | Q1 2026 | Apr 15, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 111,559 | 7,744 | 1.52% | 1.52% | 273 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 109,517 | 7,685 | 3.06% | 3.02% | 274 | +4,166 | 3.95% | Q1 2026 | Apr 21, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 109,328 | 7,672 | 1.56% | 1.46% | 275 | +6,654 | 6.48% | Q1 2026 | Apr 13, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 109,167 | 7,661 | 2.81% | 2.65% | 276 | +30 | 0.03% | Q1 2026 | May 04, 2026 |
| LGL PARTNERS, LLC | History | Added to | 109,043 | 7,652 | 3.15% | 3.15% | 277 | +2,817 | 2.65% | Q1 2026 | May 14, 2026 |
| Tempo Wealth, LLC | History | Reduced | 108,757 | 7,632 | 1.33% | 1.37% | 278 | -2,192 | -1.98% | Q1 2026 | May 14, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 107,616 | 7,552 | 2.94% | 2.87% | 279 | +627 | 0.59% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 107,448 | 7,540 | 0.08% | 0.11% | 280 | -26,340 | -19.69% | Q1 2026 | Apr 20, 2026 |
| Pearl Planning LLC | History | Added to | 106,525 | 7,475 | 4.0% | 4.32% | 281 | +4,881 | 4.8% | Q1 2026 | Apr 30, 2026 |
| Wealth Group Ltd | History | Reduced | 103,876 | 7,289 | 1.66% | 1.77% | 282 | -10,138 | -8.89% | Q1 2026 | Apr 10, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 103,765 | 7,282 | 2.64% | 2.91% | 283 | -21,322 | -17.05% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 103,620 | 7,272 | 0.0% | 0.0% | 284 | -5,140 | -4.73% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 101,100 | 7,095 | 0.3% | 0.31% | 285 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Reduced | 100,594 | 7,059 | 0.92% | 0.95% | 286 | -4,733 | -4.49% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 98,600 | 6,919 | 0.01% | 0.0% | 287 | +66,400 | 206.21% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 97,415 | 6,836 | 0.5% | 0.49% | 288 | +4,705 | 5.07% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 97,287 | 6,827 | 0.42% | 0.33% | 289 | -1,900 | -1.92% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 96,710 | 6,787 | 0.32% | 0.3% | 290 | +8,636 | 9.81% | Q1 2026 | Apr 28, 2026 |
| AtlasMark Financial, Inc | History | No change | 97,213 | 6,748 | 4.36% | 4.36% | 291 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 95,846 | 6,726 | 0.13% | 0.12% | 292 | +4,321 | 4.72% | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 95,961 | 6,719 | 0.02% | 0.06% | 293 | -33,351 | -25.79% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 95,130 | 6,676 | 0.53% | 0.41% | 294 | +16,036 | 20.27% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Added to | 94,679 | 6,644 | 0.03% | 0.01% | 295 | +39,647 | 72.04% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 94,450 | 6,628 | 0.15% | 0.16% | 296 | +919 | 0.98% | Q1 2026 | May 04, 2026 |
| Talon Private Wealth, LLC | History | New | 94,257 | 6,614 | 0.88% | — | 297 | +94,257 | New | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 93,993 | 6,596 | 0.3% | 0.31% | 298 | -3,780 | -3.87% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 93,305 | 6,548 | 0.03% | 0.03% | 299 | -1,817 | -1.91% | Q1 2026 | May 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 93,174 | 6,538 | 4.23% | 4.09% | 300 | +3,579 | 3.99% | Q1 2026 | May 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 89,533 | 6,509 | 0.12% | 0.13% | 301 | +49,810 | 125.39% | Q1 2026 | May 01, 2026 |
| Carr Financial Group Corp | History | Added to | 92,365 | 6,482 | 1.71% | 1.0% | 302 | +38,097 | 70.2% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 92,225 | 6,472 | 0.02% | 0.02% | 303 | +2,643 | 2.95% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 90,847 | 6,375 | 0.07% | — | 304 | +90,847 | New | Q1 2026 | May 12, 2026 |
| Flagship Capital Management Inc. | History | Reduced | 90,599 | 6,358 | 4.67% | 4.54% | 305 | -1,893 | -2.05% | Q1 2026 | Apr 21, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 89,651 | 6,291 | 1.85% | 1.77% | 306 | +1,917 | 2.19% | Q1 2026 | Apr 17, 2026 |
| Towercrest Capital Management | History | Added to | 88,990 | 6,245 | 0.97% | 0.93% | 307 | +4,326 | 5.11% | Q1 2026 | May 01, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 87,220 | 6,121 | 4.24% | 4.41% | 308 | -3,270 | -3.61% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 86,424 | 6,065 | 0.19% | 0.2% | 309 | +1,957 | 2.32% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 86,175 | 6,047 | 0.27% | 0.27% | 310 | +780 | 0.91% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 85,328 | 5,988 | 0.28% | 0.28% | 311 | +5,377 | 6.73% | Q1 2026 | Apr 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 84,155 | 5,906 | 0.04% | 0.06% | 312 | -15,966 | -15.95% | Q1 2026 | Apr 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 83,691 | 5,873 | 0.24% | 0.11% | 313 | +40,495 | 93.75% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 83,315 | 5,847 | 0.12% | 0.12% | 314 | +389 | 0.47% | Q1 2026 | May 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 83,100 | 5,831 | 1.05% | 1.03% | 315 | +805 | 0.98% | Q1 2026 | Apr 29, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 82,543 | 5,792 | 0.73% | — | 316 | +82,543 | New | Q1 2026 | May 18, 2026 |
| Stillwater Wealth Management Group | History | Added to | 82,297 | 5,775 | 3.57% | 3.5% | 317 | +7,906 | 10.63% | Q1 2026 | May 11, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 81,896 | 5,747 | 0.59% | 0.58% | 318 | +145 | 0.18% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 81,534 | 5,722 | 0.19% | 0.19% | 319 | -1,244 | -1.5% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 81,448 | 5,716 | 0.74% | — | 320 | +81,448 | New | Q1 2026 | Apr 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 81,403 | 5,712 | 0.07% | 0.06% | 321 | +1,590 | 1.99% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 81,165 | 5,696 | 0.08% | 0.09% | 322 | -597 | -0.73% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 81,104 | 5,691 | 0.13% | 0.12% | 323 | +8,676 | 11.98% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 80,568 | 5,654 | 0.09% | 0.09% | 324 | -1,518 | -1.85% | Q1 2026 | Apr 27, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 79,341 | 5,568 | 1.28% | 1.36% | 325 | -885 | -1.1% | Q1 2026 | May 08, 2026 |
| Keenan, LLC | History | Reduced | 80,064 | 5,566 | 4.7% | 5.88% | 326 | -16,285 | -16.9% | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 79,181 | 5,556 | 0.03% | 0.03% | 327 | -585 | -0.73% | Q1 2026 | Apr 30, 2026 |
| Cadia Private Client LLC | History | Reduced | 78,941 | 5,540 | 4.5% | 4.49% | 328 | -2,552 | -3.13% | Q1 2026 | May 20, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 76,524 | 5,370 | 0.91% | 0.97% | 329 | -4,561 | -5.62% | Q1 2026 | May 01, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 76,255 | 5,351 | 2.88% | 3.13% | 330 | -4,818 | -5.94% | Q1 2026 | May 14, 2026 |
| Red Tortoise LLC | History | Reduced | 75,221 | 5,279 | 2.2% | 2.22% | 331 | -249 | -0.33% | Q1 2026 | Apr 21, 2026 |
| Financial Perspectives, Inc | History | Added to | 75,182 | 5,276 | 1.47% | 1.3% | 332 | +5,779 | 8.33% | Q1 2026 | May 11, 2026 |
| DDFG, Inc | History | Added to | 74,900 | 5,256 | 1.13% | 1.07% | 333 | +4,629 | 6.59% | Q1 2026 | Apr 22, 2026 |
| Composition Wealth, LLC | History | Reduced | 74,310 | 5,215 | 0.07% | 0.08% | 334 | -2,443 | -3.18% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 73,880 | 5,184 | 0.01% | 0.01% | 335 | -21,695 | -22.7% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 73,255 | 5,141 | 0.05% | 0.05% | 336 | +3,354 | 4.8% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 72,950 | 5,119 | 0.19% | 0.18% | 337 | +15,885 | 27.84% | Q1 2026 | May 19, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 72,151 | 5,063 | 1.42% | 1.49% | 338 | +14 | 0.02% | Q1 2026 | Apr 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 72,100 | 5,059 | 0.07% | 0.06% | 339 | +185 | 0.26% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 71,722 | 5,033 | 0.71% | 0.72% | 340 | -4,648 | -6.09% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 70,504 | 4,948 | 0.09% | 0.09% | 341 | +624 | 0.89% | Q1 2026 | May 11, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 70,170 | 4,924 | 2.18% | 2.11% | 342 | +3,982 | 6.02% | Q1 2026 | May 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 67,503 | 4,879 | 0.28% | 0.3% | 343 | -6,132 | -8.33% | Q1 2026 | Apr 17, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 69,466 | 4,875 | 2.45% | 2.47% | 344 | -585 | -0.84% | Q1 2026 | Apr 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 69,378 | 4,869 | 0.18% | 0.18% | 345 | -2,594 | -3.6% | Q1 2026 | May 11, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 67,301 | 4,723 | 1.67% | 1.7% | 346 | -1,621 | -2.35% | Q1 2026 | Apr 22, 2026 |
| Vantage Financial Partners, LLC | History | No change | 67,745 | 4,702 | 0.95% | 0.95% | 347 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tranquility Partners, LLC | History | Added to | 68,205 | 4,686 | 1.77% | 1.68% | 348 | +893 | 1.33% | Q1 2026 | Apr 20, 2026 |
| LM Advisors LLC | History | Added to | 329 | 4,684 | 0.07% | 0.08% | 349 | +4 | 1.23% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 65,276 | 4,581 | 0.11% | 0.01% | 350 | +61,158 | 1485.14% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 65,077 | 4,567 | 0.05% | 0.05% | 351 | +11,968 | 22.53% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 64,927 | 4,556 | 0.01% | — | 352 | +64,927 | New | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 63,829 | 4,479 | 0.26% | 0.25% | 353 | +3,946 | 6.59% | Q1 2026 | Apr 30, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 60,983 | 4,468 | 1.6% | 1.71% | 354 | +1,028 | 1.71% | Q1 2026 | May 08, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 63,487 | 4,455 | 4.0% | 4.19% | 355 | +534 | 0.85% | Q1 2026 | May 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 63,401 | 4,449 | 0.28% | 0.28% | 356 | -2,168 | -3.31% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 61,004 | 4,448 | 0.1% | 0.11% | 357 | -867 | -1.4% | Q1 2026 | May 04, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 63,226 | 4,437 | 1.49% | 1.35% | 358 | +4,865 | 8.34% | Q1 2026 | May 05, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 62,426 | 4,377 | 0.33% | 0.32% | 359 | -13,839 | -18.15% | Q1 2026 | May 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 62,343 | 4,375 | 0.63% | 0.63% | 360 | +199 | 0.32% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 62,248 | 4,368 | 0.25% | 0.26% | 361 | +31,358 | 101.52% | Q1 2026 | Apr 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 61,940 | 4,346 | 0.28% | 0.25% | 362 | +8,457 | 15.81% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 61,692 | 4,329 | 0.02% | 0.02% | 363 | +13,120 | 27.01% | Q1 2026 | May 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 61,624 | 4,324 | 0.98% | 0.96% | 364 | +2,102 | 3.53% | Q1 2026 | Apr 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 61,579 | 4,321 | 0.33% | 0.35% | 365 | -105 | -0.17% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 61,136 | 4,290 | 0.01% | 0.01% | 366 | +11,868 | 24.09% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 60,178 | 4,223 | 0.46% | 0.49% | 367 | -2,661 | -4.23% | Q1 2026 | Apr 24, 2026 |
| Family Legacy, Inc. | History | Reduced | 59,997 | 4,210 | 1.26% | 1.3% | 368 | -2,790 | -4.44% | Q1 2026 | May 12, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 59,350 | 4,165 | 2.93% | 3.03% | 369 | -564 | -0.94% | Q1 2026 | May 01, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 59,016 | 4,141 | 1.02% | 2.97% | 370 | +12,253 | 26.2% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 58,889 | 4,132 | 0.37% | 0.39% | 371 | +7,546 | 14.7% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Reduced | 58,678 | 4,118 | 0.08% | 0.08% | 372 | -170 | -0.29% | Q1 2026 | Apr 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 57,981 | 4,069 | 1.11% | 1.06% | 373 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 57,589 | 4,041 | 0.08% | 0.09% | 374 | -2,291 | -3.83% | Q1 2026 | Apr 13, 2026 |
| Intellus Advisors LLC | History | Added to | 57,280 | 4,019 | 0.55% | 0.5% | 375 | +3,007 | 5.54% | Q1 2026 | May 07, 2026 |
| Capital International Investors | History | Added to | 56,603 | 3,972 | 0.0% | 0.0% | 376 | +491 | 0.88% | Q1 2026 | May 13, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 56,590 | 3,971 | 2.32% | 2.31% | 377 | -2,437 | -4.13% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,290 | 3,950 | 0.0% | 0.0% | 378 | +10,464 | 22.83% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Added to | 56,261 | 3,948 | 0.16% | 0.14% | 381 | +6,217 | 12.42% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 56,267 | 3,948 | 0.07% | 0.07% | 379 | +1,560 | 2.85% | Q1 2026 | Apr 17, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 54,151 | 3,948 | 0.62% | 0.63% | 380 | -596 | -1.09% | Q1 2026 | Apr 23, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 55,906 | 3,923 | 0.86% | 0.91% | 382 | -2,844 | -4.84% | Q1 2026 | Apr 27, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 55,765 | 3,913 | 3.87% | 4.6% | 383 | -23,679 | -29.81% | Q1 2026 | May 12, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 55,424 | 3,889 | 1.2% | 1.09% | 384 | +2,150 | 4.04% | Q1 2026 | May 12, 2026 |
| RVW Wealth, LLC | History | Reduced | 55,282 | 3,879 | 0.3% | 0.29% | 385 | -299 | -0.54% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 54,722 | 3,840 | 0.23% | 0.24% | 386 | +875 | 1.62% | Q1 2026 | Apr 13, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 54,398 | 3,817 | 1.96% | 1.91% | 387 | +2,595 | 5.01% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 53,806 | 3,776 | 0.21% | 0.22% | 388 | +1,722 | 3.31% | Q1 2026 | Apr 09, 2026 |
| Directional Asset Management | History | Added to | 53,778 | 3,774 | 3.45% | 3.18% | 389 | +1,487 | 2.84% | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 53,766 | 3,773 | 0.2% | 0.33% | 390 | -54,145 | -50.18% | Q1 2026 | Apr 28, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 53,518 | 3,755 | 2.15% | 2.23% | 391 | +1,698 | 3.28% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 52,986 | 3,718 | 0.14% | 0.08% | 392 | +42,271 | 394.5% | Q1 2026 | May 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 52,635 | 3,693 | 0.55% | 0.5% | 393 | +3,241 | 6.56% | Q1 2026 | Apr 29, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 52,617 | 3,692 | 1.25% | 1.12% | 394 | +1,149 | 2.23% | Q1 2026 | Apr 08, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 51,936 | 3,645 | 1.99% | 1.88% | 395 | +721 | 1.41% | Q1 2026 | Apr 30, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 51,398 | 3,607 | 0.85% | 0.83% | 396 | +59 | 0.11% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 51,363 | 3,604 | 0.16% | 0.16% | 397 | +2,244 | 4.57% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Added to | 51,127 | 3,588 | 0.25% | 0.25% | 398 | +2,581 | 5.32% | Q1 2026 | May 13, 2026 |
| Norway Savings Bank | History | Added to | 50,497 | 3,543 | 1.68% | 1.57% | 399 | +1,536 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 50,636 | 3,515 | 0.07% | 0.07% | 400 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 50,063 | 3,513 | 0.21% | 0.2% | 401 | -535 | -1.06% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 50,141 | 3,458 | 0.12% | 0.12% | 402 | +6,447 | 14.75% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 49,246 | 3,456 | 0.08% | 0.08% | 403 | +97 | 0.2% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 48,469 | 3,402 | 0.25% | 0.24% | 404 | +1,878 | 4.03% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 48,448 | 3,401 | 0.03% | 0.02% | 405 | +5,043 | 11.62% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 48,316 | 3,390 | 0.09% | 0.08% | 406 | +1,321 | 2.81% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 47,785 | 3,353 | 0.01% | 0.01% | 407 | -5,041 | -9.54% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 47,108 | 3,306 | 0.03% | 0.03% | 408 | +1,607 | 3.53% | Q1 2026 | Apr 07, 2026 |
| Fermata Advisors, LLC | History | Reduced | 46,906 | 3,291 | 0.74% | 0.82% | 409 | -2,214 | -4.51% | Q1 2026 | Apr 08, 2026 |
| Weaver Consulting Group | History | Added to | 46,758 | 3,281 | 0.78% | 0.79% | 410 | +70 | 0.15% | Q1 2026 | May 15, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 46,449 | 3,259 | 0.85% | 0.73% | 411 | +1,210 | 2.67% | Q1 2026 | May 13, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 45,987 | 3,227 | 1.34% | 1.36% | 412 | -746 | -1.6% | Q1 2026 | Apr 21, 2026 |
| Oak Asset Management, LLC | History | Added to | 45,962 | 3,225 | 1.11% | 1.09% | 413 | +15 | 0.03% | Q1 2026 | Apr 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 45,926 | 3,223 | 0.09% | 0.07% | 414 | +8,207 | 21.76% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 45,736 | 3,209 | 0.29% | 0.06% | 415 | +30,137 | 193.2% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 43,430 | 3,186 | 0.08% | 0.12% | 416 | +2,657 | 6.52% | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 45,123 | 3,166 | 0.09% | 0.08% | 417 | -1,306 | -2.81% | Q1 2026 | Apr 21, 2026 |
| Vision Retirement, LLC | History | Reduced | 44,943 | 3,154 | 0.9% | 0.94% | 418 | -5,427 | -10.77% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 44,697 | 3,136 | 0.02% | 0.02% | 419 | -3,447 | -7.16% | Q1 2026 | May 13, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 44,421 | 3,117 | 2.79% | — | 420 | +44,421 | New | Q1 2026 | May 05, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 44,338 | 3,111 | 0.98% | 2.38% | 421 | -65,027 | -59.46% | Q1 2026 | Apr 22, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 44,781 | 3,108 | 1.86% | 1.86% | 422 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 43,417 | 3,047 | 0.0% | 0.0% | 423 | +3,239 | 8.06% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 42,680 | 2,995 | 0.08% | 0.03% | 424 | +27,451 | 180.25% | Q1 2026 | May 13, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 41,229 | 2,893 | 0.24% | 0.24% | 425 | +61 | 0.15% | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 40,911 | 2,871 | 0.02% | 0.02% | 426 | -1,031 | -2.46% | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | Reduced | 40,692 | 2,855 | 0.21% | 0.21% | 427 | -542 | -1.31% | Q1 2026 | May 05, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 40,667 | 2,854 | 2.35% | 2.23% | 428 | +1,347 | 3.43% | Q1 2026 | Apr 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 40,435 | 2,837 | 0.28% | 0.25% | 429 | -423 | -1.04% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 40,341 | 2,831 | 0.0% | 0.0% | 430 | -10,782 | -21.09% | Q1 2026 | May 13, 2026 |
| GSG Advisors LLC | History | Added to | 40,343 | 2,831 | 0.74% | 0.71% | 431 | +671 | 1.69% | Q1 2026 | May 13, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 40,118 | 2,815 | 1.89% | 1.87% | 432 | +819 | 2.08% | Q1 2026 | May 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 40,003 | 2,807 | 0.04% | 0.04% | 433 | +300 | 0.76% | Q1 2026 | Apr 09, 2026 |
| Bonfire Financial | History | Added to | 39,663 | 2,783 | 2.09% | 1.99% | 434 | +1,352 | 3.53% | Q1 2026 | May 06, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 39,525 | 2,773 | 0.37% | 0.37% | 435 | -1,344 | -3.29% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 39,316 | 2,759 | 0.44% | 0.5% | 436 | +439 | 1.13% | Q1 2026 | Apr 17, 2026 |
| Capital Developers, LLC | History | Reduced | 39,276 | 2,756 | 2.48% | 2.51% | 437 | -1,042 | -2.58% | Q1 2026 | May 08, 2026 |
| Centerpoint Advisory Group | History | Added to | 39,260 | 2,755 | 2.07% | 1.89% | 438 | +3,931 | 11.13% | Q1 2026 | Apr 29, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 38,992 | 2,736 | 0.09% | 0.09% | 439 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 38,904 | 2,730 | 1.41% | 1.42% | 440 | +108 | 0.28% | Q1 2026 | Apr 10, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 38,874 | 2,728 | 1.57% | 2.28% | 441 | -17,407 | -30.93% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 38,622 | 2,710 | 0.02% | 0.02% | 442 | +6,054 | 18.59% | Q1 2026 | May 12, 2026 |
| MFA Wealth Services | History | Reduced | 38,403 | 2,695 | 1.78% | 1.88% | 443 | -1,733 | -4.32% | Q1 2026 | Apr 21, 2026 |
| APS Management Group, Inc. | History | Reduced | 38,307 | 2,688 | 2.3% | 2.35% | 444 | -1,261 | -3.19% | Q1 2026 | Apr 15, 2026 |
| Wedmont Private Capital | History | Added to | 37,239 | 2,681 | 0.09% | 0.09% | 445 | +155 | 0.42% | Q1 2026 | Apr 09, 2026 |
| Forza Wealth Management, LLC | History | No change | 37,693 | 2,645 | 0.92% | 0.95% | 446 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 37,338 | 2,620 | 0.02% | 0.02% | 447 | +840 | 2.3% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 37,313 | 2,618 | 0.08% | 0.04% | 448 | +1,569 | 4.39% | Q1 2026 | Apr 29, 2026 |
| Advisory Alpha, LLC | History | Added to | 37,293 | 2,617 | 0.07% | 0.06% | 449 | +3,025 | 8.83% | Q1 2026 | May 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 37,294 | 2,617 | 0.39% | 0.39% | 450 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| 4J Wealth Management LLC | History | Reduced | 36,560 | 2,565 | 1.46% | 1.46% | 451 | -163 | -0.44% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 36,509 | 2,562 | 0.2% | 0.23% | 452 | -4,655 | -11.31% | Q1 2026 | May 15, 2026 |
| Counterweight Ventures, LLC | History | Added to | 36,280 | 2,546 | 1.43% | 1.23% | 453 | +4,701 | 14.89% | Q1 2026 | Apr 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 35,047 | 2,464 | 0.77% | 0.83% | 454 | -2,363 | -6.32% | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 34,455 | 2,418 | 0.27% | 0.3% | 457 | -3,900 | -10.17% | Q1 2026 | May 01, 2026 |
| Probity Advisors, Inc. | History | Reduced | 34,467 | 2,418 | 0.38% | 0.39% | 456 | -216 | -0.62% | Q1 2026 | Apr 28, 2026 |
| VANGUARD GROUP INC | History | No change | 34,832 | 2,418 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 34,395 | 2,413 | 0.0% | 0.0% | 458 | -563 | -1.61% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 33,674 | 2,363 | 0.08% | 0.08% | 459 | +1,447 | 4.49% | Q1 2026 | Apr 07, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 33,367 | 2,341 | 1.19% | 0.87% | 460 | +12,072 | 56.69% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 33,223 | 2,331 | 0.05% | 0.06% | 461 | -62 | -0.19% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 33,211 | 2,330 | 0.0% | 0.0% | 462 | +15,371 | 86.16% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Added to | 33,087 | 2,322 | 0.21% | 0.2% | 463 | +193 | 0.59% | Q1 2026 | May 11, 2026 |
| Financial Insights, Inc. | History | Reduced | 33,010 | 2,316 | 0.75% | 0.78% | 464 | -453 | -1.35% | Q1 2026 | May 18, 2026 |
| Southland Equity Partners LLC | History | Reduced | 32,587 | 2,286 | 0.45% | 0.46% | 465 | -1,107 | -3.29% | Q1 2026 | Apr 14, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 32,488 | 2,280 | 1.15% | 0.03% | 466 | +31,674 | 3891.15% | Q1 2026 | May 04, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 30,897 | 2,259 | 1.29% | 1.29% | 467 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gallacher Capital Management LLC | History | Added to | 32,181 | 2,258 | 0.87% | 0.86% | 468 | +21 | 0.07% | Q1 2026 | May 05, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 32,073 | 2,250 | 0.97% | 0.94% | 469 | -1,474 | -4.39% | Q1 2026 | Apr 28, 2026 |
| ASPIRIANT, LLC | History | Added to | 31,647 | 2,220 | 0.06% | 0.06% | 470 | +1,480 | 4.91% | Q1 2026 | May 12, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 31,406 | 2,204 | 0.85% | 0.71% | 471 | +10,129 | 47.61% | Q1 2026 | Apr 22, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 31,236 | 2,192 | 1.45% | 1.33% | 472 | +979 | 3.24% | Q1 2026 | Apr 21, 2026 |
| Crewe Advisors LLC | History | Added to | 31,102 | 2,182 | 0.19% | 0.17% | 473 | +3,734 | 13.64% | Q1 2026 | May 07, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 31,054 | 2,179 | 0.07% | 0.08% | 474 | -3,121 | -9.13% | Q1 2026 | May 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 31,003 | 2,175 | 1.5% | 1.37% | 475 | +254 | 0.83% | Q1 2026 | May 07, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 30,647 | 2,156 | 1.74% | 1.78% | 476 | +325 | 1.07% | Q1 2026 | Apr 08, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 30,656 | 2,151 | 0.6% | 0.64% | 478 | -1,442 | -4.49% | Q1 2026 | Apr 16, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 30,655 | 2,151 | 1.07% | 1.12% | 477 | -311 | -1.0% | Q1 2026 | Apr 15, 2026 |
| Objective Capital Management, LLC | History | Reduced | 30,594 | 2,147 | 2.17% | 2.38% | 479 | -3,155 | -9.35% | Q1 2026 | May 04, 2026 |
| Selby Wealth Management, LLC | History | Added to | 30,533 | 2,142 | 0.84% | 0.85% | 480 | +12 | 0.04% | Q1 2026 | Apr 08, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 30,498 | 2,140 | 0.34% | 0.29% | 481 | +4,705 | 18.24% | Q1 2026 | May 01, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 30,503 | 2,140 | 0.62% | 0.55% | 482 | +3,132 | 11.44% | Q1 2026 | Apr 10, 2026 |
| Curated Wealth Partners LLC | History | No change | 30,460 | 2,137 | 0.27% | 0.23% | 483 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 30,383 | 2,132 | 1.62% | 2.47% | 484 | -15,704 | -34.07% | Q1 2026 | Apr 30, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 30,362 | 2,130 | 0.13% | 0.12% | 485 | +49 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Alliance Wealth Management Group | History | Added to | 30,257 | 2,123 | 0.46% | 0.43% | 486 | +1,931 | 6.82% | Q1 2026 | Apr 29, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 30,036 | 2,107 | 0.43% | 0.38% | 487 | +4,112 | 15.86% | Q1 2026 | Apr 20, 2026 |
| Compound Planning, Inc. | History | Added to | 29,966 | 2,103 | 0.06% | 0.06% | 488 | +336 | 1.13% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 29,784 | 2,090 | 0.47% | 0.45% | 489 | -122 | -0.41% | Q1 2026 | Apr 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 29,639 | 2,080 | 0.12% | 0.12% | 490 | -332 | -1.11% | Q1 2026 | Apr 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 29,500 | 2,070 | 0.0% | 0.01% | 491 | -19,500 | -39.8% | Q1 2026 | May 04, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 29,461 | 2,067 | 0.11% | 0.11% | 492 | +1,080 | 3.81% | Q1 2026 | Apr 30, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 29,416 | 2,064 | 0.4% | 0.37% | 493 | +1,162 | 4.11% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 29,351 | 2,059 | 0.05% | 0.05% | 494 | -6,398 | -17.9% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 28,966 | 2,032 | 0.03% | 0.03% | 495 | +2,028 | 7.53% | Q1 2026 | May 11, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 28,912 | 2,029 | 0.19% | 0.29% | 496 | -15,459 | -34.84% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 28,899 | 2,028 | 0.35% | 0.36% | 497 | -1,155 | -3.84% | Q1 2026 | May 12, 2026 |
| Ruggaard & Associates LLC | History | No change | 29,166 | 2,024 | 0.8% | 0.8% | 498 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Northside Capital Management, LLC | History | No change | 28,700 | 2,014 | 0.18% | 0.17% | 499 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Gouws Capital LLC | History | Added to | 28,579 | 2,005 | 1.06% | 1.04% | 500 | +269 | 0.95% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 28,527 | 2,002 | 0.07% | 0.06% | 501 | +1,721 | 6.42% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 28,451 | 1,996 | 0.0% | 0.0% | 502 | -5,867 | -17.1% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | Added to | 28,278 | 1,984 | 0.17% | 0.14% | 503 | +3,029 | 12.0% | Q1 2026 | May 01, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 28,242 | 1,982 | 0.92% | 0.9% | 504 | +244 | 0.87% | Q1 2026 | May 05, 2026 |
| Emissary Wealth LLC | History | Reduced | 28,227 | 1,980 | 1.86% | 1.67% | 505 | -491 | -1.71% | Q1 2026 | May 08, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 28,203 | 1,979 | 0.2% | 0.2% | 506 | -505 | -1.76% | Q1 2026 | May 04, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 28,132 | 1,974 | 0.42% | 0.36% | 507 | +1,717 | 6.5% | Q1 2026 | Apr 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 28,113 | 1,972 | 1.73% | 1.71% | 508 | +531 | 1.93% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Added to | 28,095 | 1,971 | 0.01% | 0.0% | 509 | +6,221 | 28.44% | Q1 2026 | May 13, 2026 |
| Prism Advisors, Inc. | History | No change | 28,002 | 1,965 | 0.52% | 0.52% | 510 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 27,740 | 1,946 | 0.21% | 0.3% | 511 | -12,960 | -31.84% | Q1 2026 | Apr 22, 2026 |
| Vanguard National Trust Co | History | New | 27,719 | 1,945 | 0.12% | — | 512 | +27,719 | New | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 27,367 | 1,920 | 0.04% | 0.04% | 513 | +2,713 | 11.0% | Q1 2026 | May 14, 2026 |
| Williams & Novak, LLC | History | Reduced | 27,268 | 1,914 | 1.43% | 1.47% | 514 | -795 | -2.83% | Q1 2026 | Apr 20, 2026 |
| Sound Stewardship, LLC | History | Reduced | 27,208 | 1,909 | 0.87% | 0.93% | 515 | -896 | -3.19% | Q1 2026 | Apr 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 27,067 | 1,899 | 0.04% | 0.03% | 516 | +4,513 | 20.01% | Q1 2026 | Apr 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 26,986 | 1,893 | 0.02% | 0.02% | 517 | +431 | 1.62% | Q1 2026 | May 05, 2026 |
| Beckerman Institutional, LLC | History | Added to | 26,775 | 1,878 | 1.0% | 1.04% | 518 | +176 | 0.66% | Q1 2026 | May 04, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 26,331 | 1,847 | 0.92% | 0.96% | 519 | +375 | 1.44% | Q1 2026 | Apr 20, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 26,304 | 1,846 | 0.25% | 0.25% | 520 | -255 | -0.96% | Q1 2026 | May 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 26,289 | 1,844 | 0.06% | 0.06% | 521 | +426 | 1.65% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 25,900 | 1,817 | 0.03% | 0.03% | 522 | -945 | -3.52% | Q1 2026 | Apr 22, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 25,710 | 1,804 | 0.01% | 0.01% | 523 | -3,479 | -11.92% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Reduced | 25,519 | 1,790 | 0.16% | 0.17% | 524 | -686 | -2.62% | Q1 2026 | Apr 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 25,465 | 1,787 | 0.14% | 0.14% | 525 | +717 | 2.9% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Added to | 25,454 | 1,786 | 0.09% | 0.08% | 526 | +1,177 | 4.85% | Q1 2026 | May 05, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 25,898 | 1,786 | 0.59% | 0.59% | 527 | +97 | 0.38% | Q1 2026 | Apr 27, 2026 |
| TritonPoint Partners, LLC | History | Added to | 25,055 | 1,758 | 0.65% | 0.18% | 528 | +20,168 | 412.69% | Q1 2026 | Apr 28, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 24,928 | 1,749 | 0.22% | 0.21% | 529 | +180 | 0.73% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 24,227 | 1,700 | 0.06% | 0.05% | 530 | +2,079 | 9.39% | Q1 2026 | Apr 22, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 24,121 | 1,692 | 0.22% | 0.23% | 531 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 24,053 | 1,688 | 0.11% | 0.11% | 532 | +3 | 0.01% | Q1 2026 | Apr 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 24,139 | 1,676 | 0.44% | 0.44% | 533 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 23,806 | 1,670 | 0.06% | 0.06% | 534 | -1,410 | -5.59% | Q1 2026 | May 07, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 23,692 | 1,662 | 0.38% | 0.37% | 535 | +71 | 0.3% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 23,617 | 1,657 | 0.85% | 1.08% | 536 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 23,403 | 1,652 | 0.18% | 0.64% | 537 | -38,776 | -62.36% | Q1 2026 | Apr 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 23,501 | 1,649 | 0.13% | 0.12% | 538 | +430 | 1.86% | Q1 2026 | Apr 08, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 23,508 | 1,649 | 0.81% | 0.81% | 539 | -104 | -0.44% | Q1 2026 | Apr 22, 2026 |
| Empowered Funds, LLC | History | Reduced | 23,229 | 1,630 | 0.01% | 0.03% | 540 | -2,857 | -10.95% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 23,085 | 1,620 | 0.05% | 0.03% | 541 | +7,915 | 52.18% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 23,057 | 1,618 | 0.05% | 0.05% | 542 | +541 | 2.4% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 23,013 | 1,615 | 0.0% | 0.0% | 543 | -416 | -1.78% | Q1 2026 | May 14, 2026 |
| Mendel Money Management | History | Reduced | 22,763 | 1,597 | 0.67% | 0.69% | 544 | -1,121 | -4.69% | Q1 2026 | May 04, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 22,687 | 1,592 | 0.31% | 0.2% | 546 | +10,586 | 87.48% | Q1 2026 | Apr 28, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 22,941 | 1,592 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 22,048 | 1,587 | 0.44% | 0.44% | 547 | -1,636 | -6.91% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 22,288 | 1,563 | 0.0% | 0.01% | 549 | -38,072 | -63.07% | Q1 2026 | May 05, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 22,274 | 1,563 | 0.56% | 0.55% | 548 | +725 | 3.36% | Q1 2026 | May 06, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 22,225 | 1,559 | 0.47% | 0.48% | 550 | -500 | -2.2% | Q1 2026 | Apr 28, 2026 |
| DecisionMap Wealth Management, LLC | History | New | 22,206 | 1,558 | 1.01% | — | 552 | +22,206 | New | Q1 2026 | Apr 15, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 22,209 | 1,558 | 0.09% | 0.1% | 551 | -1,664 | -6.97% | Q1 2026 | May 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 22,180 | 1,556 | 0.56% | 0.65% | 553 | -4,059 | -15.47% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 22,140 | 1,553 | 1.23% | 1.2% | 554 | +225 | 1.03% | Q1 2026 | Apr 21, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 21,966 | 1,541 | 0.47% | 0.32% | 555 | +675 | 3.17% | Q1 2026 | May 12, 2026 |
| Fiduciary Group, LLC | History | Reduced | 21,779 | 1,528 | 0.13% | 0.13% | 556 | -816 | -3.61% | Q1 2026 | May 11, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 21,782 | 1,528 | 0.19% | 0.18% | 557 | -92 | -0.42% | Q1 2026 | Apr 23, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 21,968 | 1,526 | 0.2% | 0.15% | 558 | +5,477 | 33.21% | Q1 2026 | Apr 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 21,285 | 1,493 | 0.02% | 0.02% | 559 | +1,220 | 6.08% | Q1 2026 | May 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 21,262 | 1,492 | 0.37% | 0.48% | 560 | -3,818 | -15.22% | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 21,165 | 1,485 | 0.06% | 0.05% | 561 | +1,547 | 7.89% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 21,083 | 1,479 | 0.02% | 0.02% | 562 | -540 | -2.5% | Q1 2026 | May 08, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 20,953 | 1,470 | 0.16% | 0.14% | 563 | +1,488 | 7.64% | Q1 2026 | Apr 09, 2026 |
| Occidental Asset Management, LLC | History | No change | 20,888 | 1,465 | 0.17% | 0.17% | 564 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 20,863 | 1,464 | 0.66% | 0.69% | 565 | +941 | 4.72% | Q1 2026 | Apr 20, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 20,556 | 1,442 | 0.05% | 0.05% | 566 | +1 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CRA Financial Services, LLC | History | Added to | 20,443 | 1,434 | 0.19% | 0.19% | 567 | +22 | 0.11% | Q1 2026 | Apr 09, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 19,607 | 1,428 | 0.45% | 0.48% | 568 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MLP3, LLC | History | Added to | 20,323 | 1,426 | 1.57% | 1.52% | 569 | +254 | 1.27% | Q1 2026 | Apr 13, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 20,145 | 1,413 | 0.11% | 0.23% | 570 | -124,224 | -86.05% | Q1 2026 | May 14, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 19,442 | 1,413 | 0.09% | 0.09% | 571 | -132 | -0.67% | Q1 2026 | May 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 20,123 | 1,412 | 0.22% | 0.22% | 572 | +736 | 3.8% | Q1 2026 | May 06, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 20,072 | 1,408 | 0.07% | 0.08% | 573 | -4,149 | -17.13% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 20,003 | 1,403 | 0.06% | 0.06% | 574 | +1,476 | 7.97% | Q1 2026 | May 12, 2026 |
| Opulen Financial Group LLC | History | Added to | 19,966 | 1,401 | 0.99% | 1.0% | 575 | +87 | 0.44% | Q1 2026 | Apr 29, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 19,808 | 1,390 | 0.28% | 0.29% | 576 | +115 | 0.58% | Q1 2026 | May 01, 2026 |
| Alteri Wealth LLC | History | Added to | 19,741 | 1,385 | 0.45% | 0.41% | 577 | +1,721 | 9.55% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 19,714 | 1,383 | 0.1% | 0.86% | 578 | -156,450 | -88.81% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 19,370 | 1,359 | 0.09% | 0.12% | 579 | -1,506 | -7.21% | Q1 2026 | Apr 17, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 19,323 | 1,356 | 0.41% | 0.51% | 580 | -5,174 | -21.12% | Q1 2026 | May 07, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 19,127 | 1,342 | 0.31% | 0.31% | 581 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Claro Advisors Inc. | History | Added to | 18,944 | 1,329 | 0.16% | 0.18% | 582 | +100 | 0.53% | Q1 2026 | Apr 21, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 19,067 | 1,323 | 0.19% | 0.19% | 583 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 18,822 | 1,320 | 0.03% | 0.03% | 584 | -2,877 | -13.26% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 18,754 | 1,315 | 0.17% | 0.18% | 585 | +198 | 1.07% | Q1 2026 | Apr 15, 2026 |
| NCM Capital Management, LLC | History | Reduced | 18,719 | 1,313 | 0.47% | 0.5% | 586 | -600 | -3.11% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Reduced | 17,849 | 1,309 | 0.16% | 0.19% | 587 | -3,119 | -14.88% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 18,563 | 1,302 | 0.07% | 0.11% | 588 | -16,652 | -47.29% | Q1 2026 | May 12, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 18,364 | 1,288 | 0.25% | 0.26% | 589 | -6,556 | -26.31% | Q1 2026 | May 11, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Added to | 18,225 | 1,279 | 1.21% | 1.14% | 590 | +339 | 1.9% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 18,180 | 1,275 | 0.0% | — | 592 | +18,180 | New | Q1 2026 | May 12, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 18,173 | 1,275 | 0.95% | 0.86% | 591 | +1,174 | 6.91% | Q1 2026 | Apr 22, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 18,147 | 1,273 | 1.04% | 1.04% | 593 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Elite Financial, Inc. | History | Reduced | 18,106 | 1,270 | 0.57% | 0.66% | 594 | -2,750 | -13.19% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Added to | 18,059 | 1,267 | 0.07% | 0.07% | 595 | +226 | 1.27% | Q1 2026 | May 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 18,012 | 1,264 | 0.08% | 0.07% | 596 | +2,929 | 19.42% | Q1 2026 | Apr 27, 2026 |
| Essex Bank | History | Reduced | 17,946 | 1,259 | 0.28% | 0.28% | 597 | -875 | -4.65% | Q1 2026 | Apr 17, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 17,799 | 1,249 | 0.77% | 0.71% | 598 | +1,336 | 8.12% | Q1 2026 | Apr 07, 2026 |
| Addison Capital Co | History | New | 17,715 | 1,243 | 0.22% | — | 599 | +17,715 | New | Q1 2026 | Apr 29, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 17,680 | 1,240 | 0.09% | 0.09% | 600 | +46 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 17,610 | 1,235 | 0.17% | 0.16% | 601 | +557 | 3.27% | Q1 2026 | Apr 22, 2026 |
| NORDEN GROUP LLC | History | Reduced | 17,611 | 1,235 | 0.12% | 0.12% | 602 | -495 | -2.73% | Q1 2026 | Apr 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 17,551 | 1,231 | 0.71% | 0.71% | 603 | -430 | -2.39% | Q1 2026 | Apr 08, 2026 |
| PKS Advisory Services, LLC | History | Added to | 17,520 | 1,229 | 0.29% | 0.26% | 604 | +1,022 | 6.19% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Reduced | 17,518 | 1,229 | 0.3% | 0.32% | 605 | -711 | -3.9% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 17,441 | 1,224 | 0.08% | 0.08% | 606 | +185 | 1.07% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 17,607 | 1,222 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 17,346 | 1,217 | 0.83% | 1.0% | 608 | -3,010 | -14.79% | Q1 2026 | May 08, 2026 |
| BOS Asset Management, LLC | History | Added to | 17,309 | 1,214 | 0.31% | 0.14% | 609 | +9,960 | 135.53% | Q1 2026 | Apr 08, 2026 |
| Cedarwood Wealth LLC | History | Added to | 17,227 | 1,208 | 1.22% | 1.33% | 610 | +510 | 3.05% | Q1 2026 | May 05, 2026 |
| McLean Asset Management Corp | History | Added to | 17,162 | 1,204 | 0.21% | 0.21% | 611 | +361 | 2.15% | Q1 2026 | Apr 22, 2026 |
| Invst, LLC | History | Reduced | 17,141 | 1,202 | 0.14% | 0.18% | 612 | -6,294 | -26.86% | Q1 2026 | May 13, 2026 |
| Freestate Advisors LLC | History | Added to | 17,120 | 1,201 | 0.96% | 0.94% | 613 | +373 | 2.23% | Q1 2026 | Apr 09, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 17,055 | 1,196 | 0.41% | 0.35% | 614 | +2,565 | 17.7% | Q1 2026 | May 13, 2026 |
| Human Investing LLC | History | Added to | 17,029 | 1,195 | 0.17% | 0.17% | 615 | +124 | 0.73% | Q1 2026 | May 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 16,706 | 1,172 | 0.83% | 0.79% | 616 | +10 | 0.06% | Q1 2026 | May 08, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 16,570 | 1,162 | 0.02% | 0.02% | 617 | -2,525 | -13.22% | Q1 2026 | May 01, 2026 |
| Smithfield Trust Co | History | Added to | 16,395 | 1,152 | 0.05% | 0.04% | 618 | +3,240 | 24.63% | Q1 2026 | May 08, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,405 | 1,151 | 0.03% | 0.03% | 619 | +167 | 1.03% | Q1 2026 | May 08, 2026 |
| Sovran Advisors, LLC | History | Added to | 15,539 | 1,145 | 0.09% | 0.09% | 620 | +347 | 2.28% | Q1 2026 | May 01, 2026 |
| Ipsen Advisor Group LLC | History | No change | 16,491 | 1,144 | 0.81% | 0.81% | 621 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 16,271 | 1,141 | 0.14% | 0.13% | 622 | -180 | -1.09% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 16,203 | 1,137 | 0.02% | 0.02% | 623 | -2,159 | -11.76% | Q1 2026 | May 07, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 16,121 | 1,131 | 0.21% | 0.22% | 624 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 16,289 | 1,130 | 0.08% | 0.08% | 625 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 16,048 | 1,126 | 0.1% | 0.09% | 626 | +676 | 4.4% | Q1 2026 | Apr 30, 2026 |
| Magnus Financial Group LLC | History | Reduced | 15,875 | 1,114 | 0.09% | 0.09% | 627 | -1,683 | -9.59% | Q1 2026 | Apr 10, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 15,856 | 1,112 | 0.73% | 0.38% | 628 | +7,134 | 81.79% | Q1 2026 | Apr 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 15,815 | 1,109 | 0.05% | 0.05% | 629 | -450 | -2.77% | Q1 2026 | May 12, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 15,789 | 1,108 | 0.84% | 0.81% | 630 | -112 | -0.7% | Q1 2026 | Apr 30, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 15,682 | 1,100 | 0.39% | 0.42% | 631 | -1,606 | -9.29% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,157 | 1,098 | 0.04% | 0.04% | 632 | -1,136 | -6.97% | Q1 2026 | Apr 17, 2026 |
| Bluesphere Advisors LLC | History | Added to | 15,619 | 1,096 | 0.39% | 0.33% | 633 | +4,969 | 46.66% | Q1 2026 | Apr 22, 2026 |
| LongView Wealth Management | History | Added to | 15,107 | 1,093 | 0.27% | 0.24% | 635 | +1,233 | 8.89% | Q1 2026 | Apr 15, 2026 |
| IPG Investment Advisors LLC | History | No change | 15,575 | 1,093 | 0.19% | 0.19% | 634 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PW Nova Financial Services LLC | History | New | 15,558 | 1,091 | 0.27% | — | 636 | +15,558 | New | Q1 2026 | Apr 15, 2026 |
| Balentine LLC | History | Reduced | 15,468 | 1,085 | 0.04% | 0.05% | 637 | -1,873 | -10.8% | Q1 2026 | Apr 24, 2026 |
| GeoWealth Management, LLC | History | Reduced | 15,314 | 1,074 | 0.04% | 0.04% | 638 | -344 | -2.2% | Q1 2026 | May 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 15,224 | 1,068 | 0.09% | 0.09% | 639 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 15,208 | 1,067 | 0.04% | 0.05% | 640 | -285 | -1.84% | Q1 2026 | Apr 29, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 15,200 | 1,066 | 0.17% | 0.18% | 641 | -774 | -4.85% | Q1 2026 | May 07, 2026 |
| COMMERCE BANK | History | Added to | 15,149 | 1,063 | 0.01% | 0.0% | 642 | +5,397 | 55.34% | Q1 2026 | May 11, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 15,159 | 1,063 | 0.45% | 0.44% | 643 | +174 | 1.16% | Q1 2026 | May 15, 2026 |
| Worth Asset Management, LLC | History | New | 15,017 | 1,053 | 0.39% | — | 644 | +15,017 | New | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 15,001 | 1,052 | 0.02% | 0.03% | 645 | -4,971 | -24.89% | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 15,000 | 1,052 | 0.06% | 0.06% | 646 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Trust | History | No change | 14,992 | 1,052 | 0.2% | 0.19% | 647 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 14,912 | 1,046 | 0.13% | 0.12% | 648 | +456 | 3.15% | Q1 2026 | May 05, 2026 |
| Curi Capital, LLC | History | Added to | 14,895 | 1,045 | 0.02% | 0.02% | 649 | +1,124 | 8.16% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Reduced | 14,850 | 1,042 | 0.01% | 0.01% | 650 | -315 | -2.08% | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 14,837 | 1,041 | 0.24% | 0.27% | 651 | +166 | 1.13% | Q1 2026 | Apr 14, 2026 |
| Stokes Family Office, LLC | History | Added to | 14,829 | 1,040 | 0.11% | 0.09% | 652 | +475 | 3.31% | Q1 2026 | May 11, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 14,180 | 1,040 | 0.83% | 0.82% | 653 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 14,602 | 1,024 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 14,598 | 1,024 | 0.05% | 0.05% | 655 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ayrshire Capital Management LLC | History | Added to | 14,539 | 1,020 | 0.53% | 0.35% | 656 | +3,409 | 30.63% | Q1 2026 | Apr 13, 2026 |
| National Philanthropic Trust | History | Added to | 14,500 | 1,017 | 0.01% | 0.01% | 657 | +7,000 | 93.33% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 14,382 | 1,009 | 0.14% | 0.14% | 658 | +1,777 | 14.1% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 14,299 | 1,003 | 0.0% | 0.0% | 659 | +2,196 | 18.14% | Q1 2026 | Apr 24, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 13,906 | 975 | 0.78% | 0.89% | 661 | -2,170 | -13.5% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,897 | 975 | 0.05% | 0.04% | 660 | +385 | 2.85% | Q1 2026 | May 18, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 13,308 | 969 | 0.01% | 0.01% | 662 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | Reduced | 13,794 | 968 | 0.16% | 0.17% | 663 | -1,785 | -11.46% | Q1 2026 | May 05, 2026 |
| Investment Advisory Group, LLC | History | Added to | 13,774 | 966 | 0.25% | 0.25% | 664 | +19 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Skyline Advisors, Inc. | History | New | 13,577 | 952 | 0.33% | — | 666 | +13,577 | New | Q1 2026 | Apr 20, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 13,573 | 952 | 0.05% | 0.06% | 665 | -1,048 | -7.17% | Q1 2026 | May 06, 2026 |
| WARNER FINANCIAL, INC | History | No change | 13,552 | 951 | 0.33% | 0.33% | 667 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 13,473 | 945 | 0.54% | 0.62% | 668 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Reduced | 13,290 | 932 | 0.02% | 0.03% | 669 | -7,675 | -36.61% | Q1 2026 | Apr 07, 2026 |
| GM Advisory Group, LLC | History | Added to | 13,255 | 930 | 0.04% | 0.02% | 671 | +5,550 | 72.03% | Q1 2026 | Apr 28, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 13,261 | 930 | 0.05% | 0.05% | 670 | -213 | -1.58% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 13,248 | 929 | 0.27% | 0.26% | 672 | +303 | 2.34% | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | Added to | 13,208 | 927 | 0.0% | 0.0% | 673 | +12,905 | 4259.08% | Q1 2026 | May 06, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 13,085 | 918 | 0.54% | 0.54% | 674 | -336 | -2.5% | Q1 2026 | May 11, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 13,089 | 918 | 0.25% | 0.24% | 675 | -113 | -0.86% | Q1 2026 | May 12, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 13,039 | 913 | 0.25% | 0.27% | 676 | -472 | -3.49% | Q1 2026 | Apr 08, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 13,002 | 912 | 0.73% | 0.71% | 677 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NOVEM GROUP | History | Added to | 12,989 | 911 | 0.1% | 0.1% | 678 | +69 | 0.53% | Q1 2026 | Apr 10, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 12,526 | 909 | 0.19% | 0.21% | 679 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 12,784 | 897 | 0.01% | 0.01% | 680 | +58 | 0.46% | Q1 2026 | May 01, 2026 |
| MWA Asset Management | History | Reduced | 12,771 | 896 | 0.49% | 0.51% | 681 | -348 | -2.65% | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 12,659 | 888 | 0.04% | 0.04% | 682 | -1,152 | -8.34% | Q1 2026 | May 11, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 12,579 | 882 | 0.05% | 0.05% | 683 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HUB Investment Partners, LLC | History | Added to | 12,477 | 875 | 0.02% | 0.02% | 684 | +3,041 | 32.23% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 12,430 | 872 | 0.01% | 0.02% | 685 | -1,818 | -12.76% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Added to | 12,343 | 866 | 0.04% | 0.03% | 687 | +2,542 | 25.94% | Q1 2026 | May 08, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 12,344 | 866 | 0.19% | 0.19% | 686 | -26 | -0.21% | Q1 2026 | May 21, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 12,227 | 858 | 0.11% | 0.1% | 688 | +490 | 4.17% | Q1 2026 | Apr 07, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 11,797 | 856 | 0.18% | 0.18% | 689 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| River Wealth Advisors LLC | History | No change | 12,195 | 855 | 0.1% | 0.09% | 690 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 12,175 | 854 | 0.35% | 0.32% | 691 | +354 | 2.99% | Q1 2026 | Apr 24, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 12,157 | 853 | 0.11% | 0.11% | 692 | +474 | 4.06% | Q1 2026 | Apr 28, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 12,071 | 847 | 0.2% | 0.19% | 693 | -102 | -0.84% | Q1 2026 | Apr 20, 2026 |
| American State Bank (Iowa) | History | Added to | 12,037 | 844 | 0.41% | 0.38% | 695 | +516 | 4.48% | Q1 2026 | Apr 14, 2026 |
| Element Wealth, LLC | History | Reduced | 12,032 | 844 | 0.35% | 0.35% | 694 | -73 | -0.6% | Q1 2026 | May 04, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 12,024 | 843 | 0.65% | 0.63% | 696 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Zhang Financial LLC | History | Reduced | 12,011 | 842 | 0.03% | 0.03% | 697 | -473 | -3.79% | Q1 2026 | May 06, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 11,988 | 841 | 0.05% | 0.05% | 698 | -324 | -2.63% | Q1 2026 | May 04, 2026 |
| ORG Partners LLC | History | No change | 12,100 | 840 | 0.15% | 0.15% | 699 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 11,936 | 837 | 0.11% | 0.13% | 700 | -902 | -7.03% | Q1 2026 | Apr 24, 2026 |
| Roxbury Financial LLC | History | Added to | 11,928 | 837 | 0.75% | 0.74% | 701 | +40 | 0.34% | Q1 2026 | Apr 17, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 11,895 | 834 | 0.09% | 0.1% | 702 | -51 | -0.43% | Q1 2026 | Apr 10, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 11,758 | 825 | 0.1% | 0.09% | 703 | +1,003 | 9.33% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 11,691 | 820 | 0.06% | 0.06% | 704 | +80 | 0.69% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Added to | 11,681 | 819 | 0.03% | 0.03% | 705 | +383 | 3.39% | Q1 2026 | Apr 14, 2026 |
| Herold Advisors, Inc. | History | Reduced | 11,647 | 817 | 0.18% | 0.23% | 706 | -3,199 | -21.55% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 11,632 | 816 | 0.04% | 0.05% | 707 | -1,873 | -13.87% | Q1 2026 | Apr 24, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 11,539 | 809 | 0.05% | 0.04% | 708 | +572 | 5.22% | Q1 2026 | May 01, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 11,498 | 806 | 0.0% | — | 710 | +11,498 | New | Q1 2026 | May 12, 2026 |
| Clarus Wealth Advisors | History | Added to | 11,428 | 806 | 0.34% | 0.33% | 709 | +343 | 3.09% | Q1 2026 | Apr 08, 2026 |
| Montis Financial, LLC | History | Reduced | 11,448 | 803 | 0.17% | 0.16% | 711 | -201 | -1.73% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 11,424 | 801 | 0.01% | 0.01% | 712 | +1,176 | 11.48% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Added to | 11,349 | 796 | 0.0% | 0.0% | 713 | +6,874 | 153.61% | Q1 2026 | May 12, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 11,346 | 796 | 0.24% | 0.22% | 714 | +673 | 6.31% | Q1 2026 | May 20, 2026 |
| Olde Wealth Management, LLC | History | No change | 11,324 | 794 | 0.25% | 0.24% | 715 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Compass Financial Services Inc | History | Reduced | 11,300 | 793 | 0.34% | 0.35% | 716 | -307 | -2.64% | Q1 2026 | May 01, 2026 |
| Merited Wealth, LLC | History | Added to | 11,219 | 787 | 0.65% | 0.64% | 717 | +1,215 | 12.15% | Q1 2026 | Apr 24, 2026 |
| SYON CAPITAL LLC | History | Added to | 11,080 | 777 | 0.04% | 0.03% | 718 | +1,528 | 16.0% | Q1 2026 | May 13, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 10,982 | 770 | 0.15% | 0.16% | 719 | -16 | -0.15% | Q1 2026 | Apr 01, 2026 |
| West Wealth Group, LLC | History | Reduced | 10,859 | 762 | 0.15% | 0.16% | 720 | -34 | -0.31% | Q1 2026 | May 11, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 10,689 | 750 | 0.03% | 0.03% | 721 | -903 | -7.79% | Q1 2026 | May 12, 2026 |
| Guardian Capital, LLC | History | Added to | 10,685 | 749 | 0.72% | 0.64% | 722 | +450 | 4.4% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | Added to | 10,668 | 748 | 0.04% | 0.04% | 723 | +7 | 0.07% | Q1 2026 | May 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 10,656 | 747 | 0.08% | 0.08% | 724 | -108 | -1.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 10,265 | 746 | 0.05% | 0.05% | 726 | -750 | -6.81% | Q1 2026 | Apr 22, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 10,636 | 746 | 0.02% | 0.02% | 725 | -78 | -0.73% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,616 | 745 | 0.02% | 0.03% | 727 | -2,917 | -21.55% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Added to | 10,578 | 742 | 0.03% | 0.03% | 728 | +50 | 0.47% | Q1 2026 | Apr 27, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 10,531 | 739 | 0.59% | 0.5% | 729 | +2,606 | 32.88% | Q1 2026 | May 12, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 10,518 | 738 | 0.05% | 0.05% | 730 | -146 | -1.37% | Q1 2026 | Apr 20, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 10,513 | 737 | 0.15% | 0.16% | 731 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | Reduced | 10,456 | 733 | 0.02% | 0.02% | 732 | -1,316 | -11.18% | Q1 2026 | May 11, 2026 |
| Latitude Advisors, LLC | History | Added to | 10,457 | 733 | 0.34% | 0.3% | 733 | +660 | 6.74% | Q1 2026 | Apr 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 10,426 | 731 | 0.09% | 0.08% | 734 | +994 | 10.54% | Q1 2026 | May 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 10,371 | 727 | 0.02% | 0.02% | 737 | +282 | 2.8% | Q1 2026 | Apr 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 10,366 | 727 | 0.01% | 0.01% | 736 | +121 | 1.18% | Q1 2026 | May 01, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 10,373 | 727 | 0.05% | 0.04% | 735 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LifePlan Financial, LLC | History | Reduced | 10,335 | 725 | 0.54% | 0.59% | 738 | -827 | -7.41% | Q1 2026 | Apr 14, 2026 |
| Round Rock Advisors LLC | History | Reduced | 10,301 | 722 | 0.11% | 0.11% | 739 | -497 | -4.6% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 10,247 | 719 | 0.1% | 0.1% | 740 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 10,240 | 718 | 0.25% | 0.26% | 741 | -17 | -0.17% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 10,228 | 717 | 0.01% | 0.01% | 742 | -1,702 | -14.27% | Q1 2026 | May 08, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 10,224 | 717 | 0.54% | 0.52% | 743 | +18 | 0.18% | Q1 2026 | May 08, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 10,115 | 709 | 0.24% | 0.31% | 744 | -2,605 | -20.48% | Q1 2026 | May 11, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 10,011 | 706 | 0.13% | 0.12% | 745 | -58 | -0.58% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 10,025 | 703 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Investment Research Partners LLC | History | Added to | 10,010 | 702 | 0.29% | 0.27% | 747 | +860 | 9.4% | Q1 2026 | Apr 29, 2026 |
| Wick Capital Partners, LLC | History | New | 4,822 | 700 | 0.13% | — | 748 | +4,822 | New | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,974 | 699 | 0.01% | — | 749 | +9,974 | New | Q1 2026 | Apr 27, 2026 |
| AMG National Trust Bank | History | Added to | 9,826 | 689 | 0.01% | 0.01% | 750 | +6,340 | 181.87% | Q1 2026 | May 04, 2026 |
| Glenview Trust Co | History | Added to | 9,822 | 689 | 0.01% | 0.01% | 751 | +943 | 10.62% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 9,806 | 688 | 0.19% | 0.17% | 752 | +1,408 | 16.77% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 9,768 | 685 | 0.47% | 0.45% | 753 | -26 | -0.27% | Q1 2026 | Apr 07, 2026 |
| Allen Capital Group, LLC | History | No change | 9,810 | 681 | 0.06% | 0.06% | 754 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| W ADVISORS, LLC | History | No change | 9,697 | 680 | 0.35% | 0.34% | 755 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 9,635 | 676 | 0.22% | 0.21% | 756 | +1,444 | 17.63% | Q1 2026 | May 15, 2026 |
| CVFG LLC | History | Added to | 9,573 | 671 | 0.08% | 0.31% | 757 | +2,978 | 45.16% | Q1 2026 | Apr 29, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 9,521 | 668 | 0.23% | 0.24% | 758 | +43 | 0.45% | Q1 2026 | Apr 21, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 9,507 | 667 | 0.08% | 0.09% | 759 | -755 | -7.36% | Q1 2026 | Apr 17, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 9,115 | 665 | 0.01% | 0.02% | 760 | -151 | -1.63% | Q1 2026 | May 11, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 9,364 | 657 | 0.14% | 0.15% | 761 | -1,032 | -9.93% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,274 | 650 | 0.02% | 0.02% | 762 | +589 | 6.78% | Q1 2026 | Apr 07, 2026 |
| StoneX Group Inc. | History | Reduced | 9,242 | 648 | 0.03% | 0.08% | 763 | -17,261 | -65.13% | Q1 2026 | May 14, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 9,230 | 647 | 0.47% | 0.14% | 764 | +6,347 | 220.15% | Q1 2026 | May 07, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 9,215 | 646 | 0.02% | 0.02% | 765 | -1,451 | -13.6% | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | Added to | 9,147 | 641 | 0.62% | 0.0% | 767 | +9,130 | 53705.88% | Q1 2026 | May 01, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 9,140 | 641 | 0.12% | 0.07% | 766 | +4,500 | 96.98% | Q1 2026 | Apr 13, 2026 |
| Pioneer Family Office, LLC | History | Reduced | 9,130 | 640 | 0.41% | 2.6% | 770 | -46,217 | -83.5% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 9,123 | 640 | 0.1% | 0.1% | 768 | -85 | -0.92% | Q1 2026 | Apr 17, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 9,121 | 640 | 0.04% | 0.04% | 769 | +1 | 0.01% | Q1 2026 | Apr 23, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 9,094 | 638 | 0.17% | 0.18% | 771 | -131 | -1.42% | Q1 2026 | May 05, 2026 |
| Michels Family Financial, LLC | History | Reduced | 9,079 | 637 | 0.46% | 0.47% | 772 | -81 | -0.88% | Q1 2026 | Apr 24, 2026 |
| City State Bank | History | Added to | 9,012 | 632 | 0.16% | 0.14% | 773 | +1,565 | 21.02% | Q1 2026 | Apr 20, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 8,602 | 631 | 0.14% | 0.46% | 774 | -17,605 | -67.18% | Q1 2026 | May 08, 2026 |
| EFG International AG | History | Reduced | 8,927 | 626 | 0.01% | 0.02% | 775 | -3,199 | -26.38% | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 8,899 | 624 | 0.22% | 0.18% | 776 | +436 | 5.15% | Q1 2026 | Apr 21, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 8,884 | 623 | 0.1% | 0.11% | 777 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vines Capital Management, LLC | History | Added to | 8,789 | 616 | 0.61% | 0.59% | 778 | +68 | 0.78% | Q1 2026 | May 12, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 8,766 | 615 | 0.19% | 0.19% | 779 | -535 | -5.75% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,664 | 608 | 0.07% | 0.06% | 781 | -128 | -1.46% | Q1 2026 | Apr 28, 2026 |
| FineMark National Bank & Trust | History | No change | 8,762 | 608 | 0.02% | 0.02% | 780 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 8,650 | 607 | 0.18% | — | 783 | +8,650 | New | Q1 2026 | Apr 17, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 8,652 | 607 | 0.1% | 0.07% | 782 | +2,165 | 33.37% | Q1 2026 | May 05, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 8,640 | 606 | 0.1% | 0.11% | 784 | -1,213 | -12.31% | Q1 2026 | Apr 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 8,633 | 605 | 0.07% | 0.09% | 785 | -8,421 | -49.38% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,601 | 603 | 0.01% | 0.01% | 786 | +217 | 2.59% | Q1 2026 | Apr 10, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 8,590 | 602 | 0.3% | 0.3% | 787 | +61 | 0.72% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 8,528 | 598 | 0.07% | 0.07% | 788 | -206 | -2.36% | Q1 2026 | Apr 10, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,475 | 594 | 0.03% | 0.04% | 789 | -1,659 | -16.37% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 8,473 | 594 | 0.06% | 0.06% | 790 | +274 | 3.34% | Q1 2026 | May 15, 2026 |
| Fidelis Wealth Advisors LLC | History | Added to | 8,455 | 593 | 0.86% | 0.85% | 791 | +40 | 0.48% | Q1 2026 | May 12, 2026 |
| ASL Financial, LLC | History | No change | 8,399 | 589 | 0.47% | 0.46% | 792 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 8,382 | 588 | 0.09% | 0.1% | 793 | -855 | -9.26% | Q1 2026 | May 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 8,369 | 587 | 0.03% | 0.03% | 794 | +375 | 4.69% | Q1 2026 | May 14, 2026 |
| Jordan Park Group LLC | History | Added to | 8,287 | 581 | 0.03% | 0.03% | 795 | +1,287 | 18.39% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 8,252 | 579 | 0.0% | 0.0% | 797 | +1,036 | 14.36% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 8,259 | 579 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Redwood Financial Network Corp | History | Reduced | 8,250 | 578 | 0.38% | 0.38% | 799 | -313 | -3.66% | Q1 2026 | May 14, 2026 |
| Scott & Selber, Inc. | History | Added to | 8,239 | 578 | 0.15% | 0.14% | 798 | +2 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Bolthouse Investments, LLC | History | New | 8,214 | 576 | 0.52% | — | 800 | +8,214 | New | Q1 2026 | Apr 28, 2026 |
| Tandem Financial, LLC | History | New | 8,171 | 573 | 0.18% | — | 801 | +8,171 | New | Q1 2026 | May 08, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 8,140 | 571 | 0.04% | 0.05% | 803 | -2,348 | -22.39% | Q1 2026 | Apr 27, 2026 |
| Geneva Partners, LLC | History | Added to | 8,149 | 571 | 0.27% | 0.17% | 802 | +1,222 | 17.64% | Q1 2026 | Apr 29, 2026 |
| Hegarty Advisors, LLC | History | Added to | 8,148 | 571 | 0.45% | 0.43% | 804 | +1,066 | 15.05% | Q1 2026 | Apr 30, 2026 |
| Wells Financial Advisors INC | History | Reduced | 8,120 | 569 | 2.59% | 1.94% | 805 | -6,561 | -44.69% | Q1 2026 | May 07, 2026 |
| Breakwater Capital Group | History | Added to | 8,102 | 568 | 0.08% | 0.08% | 806 | +53 | 0.66% | Q1 2026 | Apr 20, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 8,073 | 566 | 0.18% | 0.17% | 807 | +864 | 11.99% | Q1 2026 | May 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 8,055 | 565 | 0.37% | 0.38% | 808 | -22 | -0.27% | Q1 2026 | Apr 21, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 8,000 | 561 | 0.48% | 0.44% | 810 | +700 | 9.59% | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | No change | 7,998 | 561 | 0.01% | 0.01% | 809 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Veracity Capital LLC | History | Reduced | 7,967 | 559 | 0.2% | 0.18% | 811 | -775 | -8.87% | Q1 2026 | Apr 09, 2026 |
| Advisor OS, LLC | History | Added to | 7,952 | 558 | 0.04% | 0.02% | 813 | +4,479 | 128.97% | Q1 2026 | May 07, 2026 |
| Lincoln Capital LLC | History | Reduced | 7,968 | 558 | 0.11% | 0.12% | 812 | -1,372 | -14.69% | Q1 2026 | May 01, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 7,912 | 555 | 0.13% | 0.12% | 814 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 7,861 | 551 | 0.37% | — | 816 | +7,861 | New | Q1 2026 | Apr 21, 2026 |
| Bell Bank | History | Reduced | 7,856 | 551 | 0.02% | 0.02% | 815 | -47 | -0.59% | Q1 2026 | Apr 23, 2026 |
| Ascentis Independent Advisors | History | New | 7,754 | 544 | 0.04% | — | 818 | +7,754 | New | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,765 | 544 | 0.03% | 0.03% | 817 | +564 | 7.83% | Q1 2026 | May 07, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 7,721 | 541 | 0.01% | 0.01% | 819 | -66 | -0.85% | Q1 2026 | Apr 21, 2026 |
| Apollon Financial, LLC | History | Added to | 7,683 | 539 | 0.07% | 0.08% | 821 | +19 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 7,692 | 539 | 0.04% | 0.04% | 820 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dakota Wealth Management | History | Added to | 7,635 | 535 | 0.01% | 0.01% | 822 | +2,880 | 60.57% | Q1 2026 | May 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 7,603 | 533 | 0.06% | 0.05% | 823 | +707 | 10.25% | Q1 2026 | May 11, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 7,599 | 533 | 0.06% | 0.06% | 825 | -98 | -1.27% | Q1 2026 | May 11, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 7,607 | 533 | 0.03% | 0.04% | 824 | +31 | 0.41% | Q1 2026 | Apr 28, 2026 |
| Prospect Financial Services LLC | History | Added to | 7,593 | 532 | 0.32% | 0.18% | 828 | +3,033 | 66.51% | Q1 2026 | Apr 24, 2026 |
| Whelan Financial | History | Reduced | 7,587 | 532 | 0.17% | 0.17% | 826 | -425 | -5.3% | Q1 2026 | Apr 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 7,590 | 532 | 0.11% | 0.11% | 827 | +348 | 4.81% | Q1 2026 | Apr 15, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 7,563 | 530 | 0.08% | 0.1% | 829 | -149 | -1.93% | Q1 2026 | Apr 10, 2026 |
| Inscription Capital, LLC | History | Added to | 7,530 | 528 | 0.06% | 0.05% | 830 | +3 | 0.04% | Q1 2026 | Apr 20, 2026 |
| HEADINVEST, LLC | History | Reduced | 7,475 | 524 | 0.11% | 0.11% | 832 | -762 | -9.25% | Q1 2026 | May 15, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 7,479 | 524 | 0.2% | 0.2% | 831 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 7,373 | 517 | 0.06% | 0.05% | 833 | +1,040 | 16.42% | Q1 2026 | Apr 21, 2026 |
| Selective Wealth Management, Inc. | History | New | 7,108 | 516 | 0.15% | — | 835 | +7,108 | New | Q1 2026 | Apr 30, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 7,356 | 516 | 0.21% | 0.21% | 834 | +18 | 0.25% | Q1 2026 | May 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 7,323 | 513 | 0.0% | — | 836 | +7,323 | New | Q1 2026 | May 08, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 6,946 | 511 | 0.11% | 0.13% | 837 | -1,391 | -16.68% | Q1 2026 | May 01, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 7,281 | 510 | 0.19% | 0.19% | 838 | -51 | -0.7% | Q1 2026 | Apr 20, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Reduced | 7,230 | 507 | 0.37% | 0.39% | 839 | -141 | -1.91% | Q1 2026 | May 08, 2026 |
| Soundwatch Capital LLC | History | Added to | 7,171 | 503 | 0.06% | 0.07% | 840 | +1,016 | 16.51% | Q1 2026 | May 05, 2026 |
| Stanich Group LLC | History | Added to | 7,175 | 503 | 0.38% | 0.37% | 841 | +1 | 0.01% | Q1 2026 | Apr 15, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 7,143 | 501 | 0.16% | 0.15% | 842 | +4 | 0.06% | Q1 2026 | Apr 08, 2026 |
| SIG BROKERAGE, LP | History | No change | 7,133 | 500 | 0.01% | 0.02% | 843 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,073 | 496 | 0.0% | 0.0% | 844 | +3,553 | 100.94% | Q1 2026 | May 05, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 7,068 | 496 | 0.17% | 0.18% | 845 | -65 | -0.91% | Q1 2026 | Apr 21, 2026 |
| POTENTIA WEALTH | History | No change | 7,064 | 495 | 0.19% | 0.18% | 846 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avant Capital LLC | History | Added to | 6,987 | 490 | 0.34% | 0.28% | 847 | +1,000 | 16.7% | Q1 2026 | May 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 6,940 | 487 | 0.06% | 0.06% | 848 | +19 | 0.27% | Q1 2026 | May 08, 2026 |
| First City Capital Management, Inc. | History | No change | 6,929 | 486 | 0.26% | 0.25% | 849 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Capital Advantage, Inc. | History | No change | 6,934 | 486 | 0.06% | 0.06% | 850 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 6,917 | 485 | 0.12% | 0.12% | 851 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 6,837 | 479 | 0.05% | 0.04% | 853 | +1,134 | 19.88% | Q1 2026 | Apr 10, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 6,831 | 479 | 0.18% | 0.16% | 854 | -28 | -0.41% | Q1 2026 | May 11, 2026 |
| Tactive Advisors, LLC | History | Reduced | 6,839 | 479 | 0.14% | 0.14% | 855 | -25 | -0.36% | Q1 2026 | Apr 16, 2026 |
| Sepio Capital, LP | History | No change | 6,832 | 479 | 0.03% | 0.03% | 852 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 6,835 | 479 | 0.25% | 0.26% | 856 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 6,813 | 478 | 0.07% | 0.04% | 857 | +2,572 | 60.65% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,842 | 475 | 0.02% | 0.02% | 858 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,700 | 470 | 0.02% | 0.02% | 859 | +326 | 5.11% | Q1 2026 | Apr 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 6,702 | 470 | 0.01% | 0.01% | 860 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 6,670 | 468 | 0.48% | 0.47% | 861 | +260 | 4.06% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Added to | 6,664 | 467 | 0.01% | 0.0% | 862 | +1,323 | 24.77% | Q1 2026 | May 01, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 6,633 | 465 | 0.04% | 0.04% | 864 | +300 | 4.74% | Q1 2026 | Apr 16, 2026 |
| Demars Financial Group, LLC | History | Reduced | 6,636 | 465 | 0.15% | 0.16% | 863 | -198 | -2.9% | Q1 2026 | Apr 29, 2026 |
| Clark Asset Management, LLC | History | New | 6,541 | 459 | 0.04% | — | 868 | +6,541 | New | Q1 2026 | Apr 16, 2026 |
| Regal Investment Advisors LLC | History | Added to | 6,553 | 459 | 0.03% | 0.02% | 865 | +730 | 12.54% | Q1 2026 | May 14, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 6,549 | 459 | 0.17% | 0.18% | 867 | -459 | -6.55% | Q1 2026 | Apr 22, 2026 |
| 360 Financial, Inc. | History | No change | 6,546 | 459 | 0.14% | 0.14% | 866 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 6,530 | 458 | 0.08% | — | 872 | +6,530 | New | Q1 2026 | Apr 09, 2026 |
| Blue Trust, Inc. | History | Added to | 6,538 | 458 | 0.01% | 0.0% | 871 | +1,120 | 20.67% | Q1 2026 | Apr 20, 2026 |
| Obermeyer Wealth Partners | History | No change | 6,534 | 458 | 0.02% | 0.02% | 869 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| High Falls Advisors, Inc | History | No change | 6,599 | 458 | 0.09% | 0.09% | 870 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Fortis Advisors, LLC | History | Added to | 6,504 | 456 | 0.23% | 0.19% | 874 | +1,462 | 29.0% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Added to | 6,501 | 456 | 0.01% | 0.01% | 873 | +526 | 8.8% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 6,468 | 453 | 0.0% | 0.0% | 875 | +961 | 17.45% | Q1 2026 | May 15, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 6,464 | 453 | 0.46% | 0.41% | 876 | +658 | 11.33% | Q1 2026 | May 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 6,402 | 449 | 0.01% | 0.01% | 877 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 6,349 | 445 | 0.18% | 0.09% | 878 | +2,984 | 88.68% | Q1 2026 | Apr 22, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 6,331 | 444 | 0.1% | 0.1% | 879 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 6,318 | 443 | 0.27% | 0.27% | 880 | +5 | 0.08% | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,300 | 442 | 0.0% | 0.0% | 881 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mendel Capital Management LLC | History | New | 6,275 | 440 | 0.22% | — | 882 | +6,275 | New | Q1 2026 | Apr 21, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 6,260 | 439 | 0.08% | 0.07% | 883 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Procyon Advisors, LLC | History | Added to | 6,243 | 438 | 0.02% | 0.02% | 884 | +1,775 | 39.73% | Q1 2026 | May 04, 2026 |
| Envision Financial Transparency, LLC | History | New | 6,220 | 437 | 0.42% | — | 887 | +6,220 | New | Q1 2026 | May 13, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 6,235 | 437 | 0.46% | 0.48% | 886 | -844 | -11.92% | Q1 2026 | Apr 29, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 6,232 | 437 | 0.1% | 0.09% | 885 | +30 | 0.48% | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 6,140 | 430 | 0.33% | — | 890 | +6,140 | New | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,134 | 430 | 0.0% | 0.0% | 888 | +5,131 | 511.57% | Q1 2026 | May 06, 2026 |
| INVESTED ADVISORS | History | Added to | 6,131 | 430 | 0.43% | 0.38% | 889 | +860 | 16.32% | Q1 2026 | Apr 29, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 6,122 | 429 | 0.29% | 0.31% | 891 | -139 | -2.22% | Q1 2026 | Apr 20, 2026 |
| Allred Capital Management, LLC | History | Added to | 6,108 | 428 | 0.16% | 0.13% | 892 | +1,062 | 21.05% | Q1 2026 | May 13, 2026 |
| Skyview Financial Group LLC | History | No change | 6,112 | 424 | 0.44% | 0.44% | 893 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Private Capital Management, LLC | History | Added to | 6,020 | 422 | 0.04% | 0.03% | 894 | +927 | 18.2% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,072 | 421 | 0.01% | 0.01% | 895 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GWN SECURITIES INC. | History | Reduced | 5,986 | 420 | 0.08% | 0.09% | 896 | -117 | -1.92% | Q1 2026 | May 14, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 5,953 | 417 | 0.34% | 0.41% | 897 | -114 | -1.88% | Q1 2026 | Apr 17, 2026 |
| Dynamic Financial Group | History | Added to | 5,924 | 415 | 0.34% | 0.35% | 898 | +10 | 0.17% | Q1 2026 | May 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | New | 5,902 | 414 | 0.03% | — | 899 | +5,902 | New | Q1 2026 | May 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 5,896 | 413 | 0.19% | 0.16% | 902 | -530 | -8.25% | Q1 2026 | May 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 5,898 | 413 | 0.13% | 0.13% | 900 | -42 | -0.71% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 5,899 | 413 | 0.01% | 0.01% | 901 | +24 | 0.41% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | New | 5,872 | 412 | 0.02% | — | 904 | +5,872 | New | Q1 2026 | Apr 21, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 5,871 | 412 | 0.31% | 0.36% | 903 | -292 | -4.74% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 5,842 | 410 | 0.05% | 0.05% | 905 | +31 | 0.53% | Q1 2026 | May 11, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 5,839 | 409 | 0.11% | 0.11% | 907 | +324 | 5.87% | Q1 2026 | Apr 23, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 5,826 | 409 | 0.0% | 0.0% | 906 | -111 | -1.87% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,822 | 408 | 0.02% | 0.02% | 908 | -48 | -0.82% | Q1 2026 | Apr 15, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 5,603 | 407 | 0.38% | 0.3% | 909 | +1,472 | 35.63% | Q1 2026 | Apr 27, 2026 |
| Formidable Asset Management, LLC | History | No change | 5,849 | 406 | 0.06% | 0.06% | 910 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 5,844 | 405 | 0.02% | 0.02% | 911 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Apella Capital, LLC | History | Added to | 5,520 | 404 | 0.01% | 0.01% | 912 | +1,186 | 27.37% | Q1 2026 | Apr 20, 2026 |
| Ellenbecker Investment Group | History | Reduced | 5,754 | 403 | 0.05% | 0.06% | 913 | -159 | -2.69% | Q1 2026 | Apr 23, 2026 |
| RDA Financial Network | History | Reduced | 5,740 | 402 | 0.1% | 0.1% | 914 | -73 | -1.26% | Q1 2026 | Apr 08, 2026 |
| Vident Advisory, LLC | History | No change | 5,703 | 400 | 0.0% | 0.0% | 915 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 5,701 | 400 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 5,634 | 395 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LVW Advisors, LLC | History | No change | 5,627 | 394 | 0.04% | 0.04% | 918 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lee Financial Co | History | Reduced | 5,611 | 393 | 0.06% | 0.06% | 920 | -709 | -11.22% | Q1 2026 | Apr 13, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 5,606 | 393 | 0.2% | 0.18% | 919 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 5,558 | 390 | 0.03% | 0.03% | 921 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 5,529 | 388 | 0.05% | 0.05% | 922 | +300 | 5.74% | Q1 2026 | May 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 5,541 | 388 | 0.0% | 0.0% | 923 | +227 | 4.27% | Q1 2026 | May 05, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 5,324 | 385 | 0.25% | 0.25% | 924 | +2 | 0.04% | Q1 2026 | Apr 16, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 5,479 | 384 | 0.03% | 0.03% | 925 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Key FInancial Inc | History | Added to | 5,458 | 383 | 0.07% | 0.07% | 926 | +31 | 0.57% | Q1 2026 | Apr 24, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 5,416 | 380 | 0.07% | 0.07% | 927 | +26 | 0.48% | Q1 2026 | May 04, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 5,406 | 379 | 0.17% | 0.15% | 929 | -300 | -5.26% | Q1 2026 | May 01, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 5,400 | 379 | 0.05% | 0.05% | 928 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 5,392 | 378 | 0.11% | 0.11% | 930 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 5,386 | 377 | 0.01% | 0.0% | 931 | +1,795 | 49.99% | Q1 2026 | Apr 08, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 5,354 | 375 | 0.12% | 0.12% | 933 | +7 | 0.13% | Q1 2026 | May 01, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 5,345 | 375 | 0.22% | 0.22% | 932 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Reduced | 5,338 | 374 | 0.01% | 0.01% | 934 | -838 | -13.57% | Q1 2026 | May 07, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 5,322 | 373 | 0.2% | 0.19% | 935 | +300 | 5.97% | Q1 2026 | Apr 29, 2026 |
| Concorde Asset Management, LLC | History | No change | 5,369 | 372 | 0.15% | 0.15% | 936 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rinkey Investments | History | No change | 5,304 | 372 | 0.1% | 0.09% | 937 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | No change | 5,268 | 369 | 0.08% | 0.08% | 938 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 5,253 | 368 | 0.01% | 0.01% | 939 | +23 | 0.44% | Q1 2026 | May 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 5,225 | 366 | 0.07% | — | 940 | +5,225 | New | Q1 2026 | Apr 15, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 5,207 | 365 | 0.33% | 0.35% | 941 | -103 | -1.94% | Q1 2026 | May 08, 2026 |
| ABLE Financial Group, LLC | History | New | 5,187 | 364 | 0.07% | — | 943 | +5,187 | New | Q1 2026 | Apr 20, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 5,199 | 364 | 0.26% | 0.28% | 942 | +24 | 0.46% | Q1 2026 | Apr 29, 2026 |
| Sachetta, LLC | History | Reduced | 5,170 | 362 | 0.2% | 0.2% | 944 | -45 | -0.86% | Q1 2026 | May 01, 2026 |
| Oak Harvest Investment Services | History | Reduced | 5,153 | 361 | 0.04% | 0.04% | 945 | -33 | -0.64% | Q1 2026 | Apr 22, 2026 |
| Investment Management Trust, LLC | History | New | 5,127 | 359 | 0.35% | — | 946 | +5,127 | New | Q1 2026 | Apr 24, 2026 |
| Goepper Burkhardt LLC | History | No change | 5,110 | 358 | 0.12% | 0.12% | 947 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 5,115 | 358 | 0.18% | 0.15% | 948 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 5,101 | 357 | 0.09% | 0.06% | 949 | +1,372 | 36.79% | Q1 2026 | Apr 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 5,088 | 357 | 0.14% | 0.14% | 950 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sanchez Wealth Management Group | History | Added to | 5,082 | 356 | 0.08% | 0.08% | 951 | +11 | 0.22% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,070 | 355 | 0.04% | — | 953 | +5,070 | New | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 5,059 | 355 | 0.03% | 0.03% | 952 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 5,003 | 351 | 0.03% | 0.03% | 954 | +3 | 0.06% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 5,001 | 350 | 0.0% | 0.0% | 955 | -51 | -1.01% | Q1 2026 | Apr 27, 2026 |
| Elevation Wealth Management LLC | History | Added to | 4,991 | 350 | 0.32% | 0.33% | 956 | +44 | 0.89% | Q1 2026 | May 11, 2026 |
| WELCH & FORBES LLC | History | Added to | 4,967 | 348 | 0.0% | 0.0% | 957 | +1,969 | 65.68% | Q1 2026 | May 01, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 4,964 | 348 | 0.54% | 0.6% | 958 | -234 | -4.5% | Q1 2026 | May 04, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 4,935 | 346 | 0.02% | 0.02% | 959 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 4,917 | 345 | 0.31% | 0.3% | 960 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Empower Advisory Group, LLC | History | Added to | 4,895 | 343 | 0.0% | 0.0% | 961 | +528 | 12.09% | Q1 2026 | May 14, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 4,876 | 342 | 0.16% | 0.16% | 962 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Square, LLC | History | Added to | 4,666 | 339 | 0.16% | 0.14% | 963 | +654 | 16.3% | Q1 2026 | May 11, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | New | 4,809 | 337 | 0.22% | — | 965 | +4,809 | New | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 4,802 | 337 | 0.01% | 0.01% | 964 | -646 | -11.86% | Q1 2026 | Apr 06, 2026 |
| Blue Chip Partners, LLC | History | Added to | 4,792 | 336 | 0.02% | 0.02% | 966 | +135 | 2.9% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 4,783 | 335 | 0.02% | 0.02% | 967 | -22 | -0.46% | Q1 2026 | May 05, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 4,854 | 334 | 0.02% | 0.02% | 968 | +729 | 17.67% | Q1 2026 | May 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 4,768 | 334 | 0.1% | 0.11% | 970 | -99 | -2.03% | Q1 2026 | May 11, 2026 |
| Chatterton & Associates Inc. | History | Reduced | 4,630 | 334 | 0.23% | 0.28% | 972 | -20 | -0.43% | Q1 2026 | Apr 20, 2026 |
| HFG Advisors, Inc. | History | No change | 4,767 | 334 | 0.24% | 0.24% | 969 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 4,822 | 334 | 0.1% | 0.1% | 971 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | No change | 4,709 | 330 | 0.03% | 0.03% | 973 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 4,697 | 329 | 0.01% | 0.0% | 974 | +3,885 | 478.45% | Q1 2026 | Apr 30, 2026 |
| TrustBank | History | Reduced | 4,700 | 329 | 0.13% | 0.15% | 975 | -466 | -9.02% | Q1 2026 | May 04, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 4,682 | 328 | 0.15% | 0.15% | 976 | -26 | -0.55% | Q1 2026 | Apr 24, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 4,643 | 325 | 0.07% | 0.12% | 978 | -2,957 | -38.91% | Q1 2026 | May 05, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 4,645 | 325 | 0.01% | 0.01% | 977 | +522 | 12.66% | Q1 2026 | Apr 24, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 4,619 | 324 | 0.02% | 0.02% | 979 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vontobel Holding Ltd. | History | No change | 4,600 | 322 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 4,574 | 321 | 0.04% | 0.03% | 981 | -113 | -2.41% | Q1 2026 | May 04, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 4,544 | 318 | 0.02% | 0.02% | 982 | -365 | -7.44% | Q1 2026 | Apr 13, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 4,536 | 318 | 0.03% | 0.03% | 983 | -13 | -0.29% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,516 | 317 | 0.01% | 0.01% | 984 | -351 | -7.21% | Q1 2026 | Apr 21, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 4,518 | 317 | 0.07% | 0.07% | 985 | +21 | 0.47% | Q1 2026 | Apr 08, 2026 |
| Noble Family Wealth, LLC | History | No change | 4,516 | 316 | 0.07% | 0.07% | 986 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Greater Midwest Financial Group, LLC | History | Reduced | 4,492 | 315 | 0.17% | 0.2% | 992 | -707 | -13.6% | Q1 2026 | Apr 24, 2026 |
| Continuum Advisory, LLC | History | Reduced | 4,496 | 315 | 0.03% | 0.03% | 991 | -545 | -10.81% | Q1 2026 | Apr 22, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 4,500 | 315 | 0.19% | 0.19% | 987 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Curtis Advisory Group, LLC | History | No change | 4,500 | 315 | 0.07% | 0.07% | 988 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 4,500 | 315 | 0.06% | 0.05% | 989 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 4,500 | 315 | 0.06% | 0.06% | 990 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Balance Wealth, LLC | History | Reduced | 4,487 | 314 | 0.1% | 0.1% | 993 | -68 | -1.49% | Q1 2026 | Apr 20, 2026 |
| Integras Partners LLC | History | Added to | 4,465 | 313 | 0.21% | 0.24% | 994 | +166 | 3.86% | Q1 2026 | May 12, 2026 |
| Wellington Shields & Co., LLC | History | New | 4,448 | 312 | 0.08% | — | 995 | +4,448 | New | Q1 2026 | May 04, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 4,443 | 311 | 0.06% | 0.09% | 996 | -2,045 | -31.52% | Q1 2026 | Apr 27, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 4,444 | 311 | 0.13% | 0.14% | 997 | -731 | -14.13% | Q1 2026 | May 07, 2026 |
| Eastover Investment Advisors LLC | History | Reduced | 4,396 | 308 | 0.13% | 0.14% | 998 | -288 | -6.15% | Q1 2026 | Apr 08, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 4,377 | 307 | 0.09% | 0.1% | 999 | -741 | -14.48% | Q1 2026 | Apr 23, 2026 |
| SP Asset Management LLC | History | Added to | 4,362 | 306 | 0.03% | 0.02% | 1000 | +15 | 0.35% | Q1 2026 | May 06, 2026 |
| Squire Investment Management Company, LLC | History | No change | 4,353 | 305 | 0.08% | 0.09% | 1001 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Point Windward Advisors Inc. | History | Added to | 4,330 | 303 | 0.15% | 0.12% | 1002 | +700 | 19.28% | Q1 2026 | Apr 09, 2026 |
| Mascoma Wealth Management LLC | History | No change | 4,296 | 301 | 0.06% | 0.06% | 1003 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 4,192 | 294 | 0.01% | 0.01% | 1004 | +430 | 11.43% | Q1 2026 | Apr 28, 2026 |
| Randolph Co Inc | History | Added to | 4,181 | 293 | 0.03% | 0.02% | 1005 | +586 | 16.3% | Q1 2026 | Apr 24, 2026 |
| Two West Capital Advisors LLC | History | Added to | 4,033 | 293 | 0.16% | 0.15% | 1006 | +216 | 5.66% | Q1 2026 | May 04, 2026 |
| Connecticut Capital Management Group, LLC | History | No change | 4,187 | 293 | 0.28% | 0.28% | 1007 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 4,148 | 291 | 0.05% | 0.06% | 1008 | -18 | -0.43% | Q1 2026 | Apr 30, 2026 |
| DAVIS R M INC | History | Reduced | 4,120 | 289 | 0.01% | 0.01% | 1009 | -143 | -3.35% | Q1 2026 | May 13, 2026 |
| Klingman & Associates, LLC | History | Reduced | 4,100 | 287 | 0.01% | 0.01% | 1010 | -100 | -2.38% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 4,023 | 282 | 0.12% | 0.09% | 1011 | +235 | 6.2% | Q1 2026 | Apr 14, 2026 |
| Stonebrook Private Inc. | History | Added to | 4,018 | 281 | 0.06% | 0.06% | 1013 | +3 | 0.07% | Q1 2026 | May 11, 2026 |
| Guardian Partners Inc. | History | Added to | 4,001 | 281 | 0.02% | 0.02% | 1012 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| Integrity Financial Corp /WA | History | Added to | 4,002 | 280 | 0.14% | 0.14% | 1014 | +18 | 0.45% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,972 | 278 | 0.0% | 0.0% | 1015 | -828 | -17.25% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Added to | 3,952 | 277 | 0.05% | 0.05% | 1016 | +489 | 14.12% | Q1 2026 | May 07, 2026 |
| Cedar Wealth Management, LLC | History | No change | 3,934 | 276 | 0.08% | 0.08% | 1017 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 3,878 | 275 | 0.02% | 0.02% | 1018 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 3,916 | 274 | 0.04% | 0.04% | 1020 | +174 | 4.65% | Q1 2026 | Apr 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,918 | 274 | 0.02% | 0.02% | 1021 | +60 | 1.56% | Q1 2026 | Apr 28, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,909 | 274 | 0.0% | 0.0% | 1019 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 3,899 | 273 | 0.08% | 0.08% | 1022 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NICOLET BANKSHARES INC | History | New | 3,879 | 272 | 0.01% | — | 1024 | +3,879 | New | Q1 2026 | May 14, 2026 |
| Avail Investment Partners, LLC | History | New | 3,879 | 272 | 0.29% | — | 1025 | +3,879 | New | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Added to | 3,882 | 272 | 0.01% | 0.01% | 1023 | +82 | 2.16% | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | Reduced | 3,872 | 271 | 0.07% | 0.07% | 1028 | -198 | -4.86% | Q1 2026 | Apr 13, 2026 |
| GDS Wealth Management | History | Reduced | 3,873 | 271 | 0.02% | 0.02% | 1027 | -52 | -1.32% | Q1 2026 | Apr 27, 2026 |
| Hirtle & Co., LLC | History | No change | 3,869 | 271 | 0.01% | 0.01% | 1026 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 3,837 | 269 | 0.11% | 0.51% | 1029 | -13,285 | -77.59% | Q1 2026 | Apr 15, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 3,821 | 268 | 0.04% | 0.06% | 1030 | -1,400 | -26.81% | Q1 2026 | Apr 08, 2026 |
| BIP Wealth, LLC | History | New | 3,784 | 265 | 0.01% | — | 1033 | +3,784 | New | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Reduced | 3,783 | 265 | 0.03% | 0.03% | 1032 | -85 | -2.2% | Q1 2026 | Apr 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 3,783 | 265 | 0.1% | 0.1% | 1031 | -1 | -0.03% | Q1 2026 | Apr 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 3,751 | 263 | 0.01% | 0.01% | 1034 | +2 | 0.05% | Q1 2026 | Apr 15, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 3,742 | 262 | 0.13% | 0.12% | 1035 | +191 | 5.38% | Q1 2026 | Apr 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 3,746 | 262 | 0.04% | 0.04% | 1036 | +3 | 0.08% | Q1 2026 | May 04, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,742 | 259 | 0.19% | 0.19% | 1037 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Calamos Advisors LLC | History | New | 3,683 | 258 | 0.0% | — | 1040 | +3,683 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 3,683 | 258 | 0.01% | 0.01% | 1038 | -397 | -9.73% | Q1 2026 | May 04, 2026 |
| Note Advisors, LLC | History | Reduced | 3,685 | 258 | 0.13% | 0.14% | 1039 | -243 | -6.19% | Q1 2026 | May 15, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 3,534 | 257 | 0.07% | — | 1042 | +3,534 | New | Q1 2026 | Apr 27, 2026 |
| Forum Financial Management, LP | History | Added to | 3,676 | 257 | 0.0% | 0.0% | 1041 | +629 | 20.64% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,655 | 256 | 0.0% | 0.0% | 1043 | -362 | -9.01% | Q1 2026 | May 13, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 3,647 | 255 | 0.0% | 0.01% | 1044 | -1,056 | -22.45% | Q1 2026 | Apr 16, 2026 |
| IFG Advisors, LLC | History | New | 3,626 | 254 | 0.04% | — | 1048 | +3,626 | New | Q1 2026 | Apr 09, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 3,630 | 254 | 0.11% | 0.11% | 1046 | +17 | 0.47% | Q1 2026 | May 11, 2026 |
| MTM Investment Management, LLC | History | No change | 3,629 | 254 | 0.08% | 0.08% | 1045 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| M3 Advisory Group, LLC | History | No change | 3,631 | 254 | 0.16% | 0.15% | 1047 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 3,610 | 253 | 0.04% | 0.04% | 1049 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 3,598 | 252 | 0.08% | 0.16% | 1051 | -4,500 | -55.57% | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | New | 3,598 | 252 | 0.01% | — | 1052 | +3,598 | New | Q1 2026 | Apr 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 3,597 | 252 | 0.01% | 0.01% | 1050 | -2,774 | -43.54% | Q1 2026 | May 18, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 3,588 | 251 | 0.03% | — | 1053 | +3,588 | New | Q1 2026 | Apr 15, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 3,552 | 249 | 0.06% | 0.07% | 1055 | -1,142 | -24.33% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,558 | 249 | 0.04% | 0.04% | 1054 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,515 | 247 | 0.0% | 0.0% | 1056 | +585 | 19.97% | Q1 2026 | May 01, 2026 |
| Second Line Capital, LLC | History | Added to | 3,360 | 247 | 0.05% | 0.05% | 1059 | +191 | 6.03% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | Added to | 3,527 | 247 | 0.03% | 0.03% | 1058 | +13 | 0.37% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | No change | 3,561 | 247 | 0.04% | 0.04% | 1057 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Next Level Private LLC | History | New | 3,513 | 246 | 0.06% | — | 1060 | +3,513 | New | Q1 2026 | Apr 23, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 3,501 | 245 | 0.1% | 0.11% | 1061 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Apeiron RIA LLC | History | Added to | 3,489 | 244 | 0.06% | 0.05% | 1062 | +16 | 0.46% | Q1 2026 | Apr 27, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 3,461 | 242 | 0.12% | 0.14% | 1064 | -489 | -12.38% | Q1 2026 | Apr 17, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 3,453 | 242 | 0.02% | 0.02% | 1063 | +102 | 3.04% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,419 | 239 | 0.02% | 0.01% | 1065 | +1,010 | 41.93% | Q1 2026 | May 15, 2026 |
| Wrenne Financial Planning LLC | History | No change | 3,411 | 239 | 0.09% | 0.1% | 1066 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aureus Asset Management, LLC | History | New | 3,400 | 238 | 0.02% | — | 1069 | +3,400 | New | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,397 | 238 | 0.0% | 0.0% | 1068 | -625 | -15.54% | Q1 2026 | May 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 3,404 | 238 | 0.02% | 0.02% | 1067 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TFR Capital, LLC. | History | Added to | 3,384 | 237 | 0.07% | 0.08% | 1070 | +50 | 1.5% | Q1 2026 | May 04, 2026 |
| Pandora Wealth, Inc. | History | No change | 3,400 | 236 | 0.14% | 0.14% | 1071 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 3,361 | 235 | 0.12% | 0.11% | 1072 | +139 | 4.31% | Q1 2026 | Apr 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 3,358 | 235 | 0.02% | 0.02% | 1073 | +102 | 3.13% | Q1 2026 | Apr 22, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 3,332 | 233 | 0.0% | 0.0% | 1074 | -609 | -15.45% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 3,316 | 232 | 0.01% | — | 1078 | +3,316 | New | Q1 2026 | May 13, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 3,320 | 232 | 0.03% | 0.03% | 1075 | -119 | -3.46% | Q1 2026 | May 04, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 3,316 | 232 | 0.06% | 0.06% | 1077 | -61 | -1.81% | Q1 2026 | May 07, 2026 |
| Family Capital Management, Inc. | History | No change | 3,307 | 232 | 0.1% | 0.1% | 1076 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 3,301 | 231 | 0.02% | 0.04% | 1082 | -1,450 | -30.52% | Q1 2026 | May 11, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 3,293 | 231 | 0.02% | 0.02% | 1081 | +140 | 4.44% | Q1 2026 | Apr 13, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 3,295 | 231 | 0.02% | 0.02% | 1079 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JMG Financial Group, Ltd. | History | No change | 3,300 | 231 | 0.01% | 0.01% | 1080 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 3,290 | 230 | 0.05% | 0.05% | 1084 | +232 | 7.59% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 3,291 | 230 | 0.01% | 0.01% | 1083 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 3,281 | 230 | 0.15% | 0.14% | 1085 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 3,274 | 229 | 0.04% | 0.04% | 1087 | -342 | -9.46% | Q1 2026 | Apr 23, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 3,264 | 229 | 0.07% | 0.06% | 1086 | -5 | -0.15% | Q1 2026 | Apr 28, 2026 |
| L & S Advisors Inc | History | No change | 3,258 | 228 | 0.03% | 0.02% | 1088 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NWF Advisory Services Inc. | History | Added to | 3,230 | 226 | 0.03% | 0.02% | 1090 | +15 | 0.47% | Q1 2026 | May 04, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 3,224 | 226 | 0.01% | 0.01% | 1089 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 3,218 | 225 | 0.04% | 0.07% | 1093 | -969 | -23.14% | Q1 2026 | May 11, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 3,206 | 225 | 0.06% | 0.08% | 1091 | +15 | 0.47% | Q1 2026 | Apr 29, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 3,220 | 225 | 0.05% | 0.05% | 1092 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 3,193 | 224 | 0.08% | 0.08% | 1097 | +152 | 5.0% | Q1 2026 | May 13, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 3,202 | 224 | 0.03% | 0.03% | 1096 | -18 | -0.56% | Q1 2026 | Apr 30, 2026 |
| Wealth Architects, LLC | History | No change | 3,206 | 224 | 0.02% | 0.02% | 1094 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | No change | 3,206 | 224 | 0.08% | 0.07% | 1095 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Brand Asset Management Group, Inc. | History | New | 3,188 | 223 | 0.06% | — | 1099 | +3,188 | New | Q1 2026 | May 11, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 3,184 | 223 | 0.16% | 0.16% | 1098 | -27 | -0.84% | Q1 2026 | Apr 21, 2026 |
| Covenant Asset Management, LLC | History | New | 3,151 | 221 | 0.03% | — | 1101 | +3,151 | New | Q1 2026 | Apr 14, 2026 |
| Legacy Financial Group LLC | History | No change | 3,161 | 221 | 0.03% | 0.03% | 1100 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,147 | 220 | 0.02% | 0.01% | 1102 | +720 | 29.67% | Q1 2026 | Apr 14, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 3,139 | 220 | 0.11% | 0.11% | 1103 | +10 | 0.32% | Q1 2026 | May 01, 2026 |
| Bannerstone Capital Management, LLC | History | New | 3,129 | 219 | 0.2% | — | 1105 | +3,129 | New | Q1 2026 | May 11, 2026 |
| Elevated Financial Group LLC | History | No change | 3,132 | 219 | 0.07% | 0.08% | 1104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,109 | 218 | 0.04% | 0.04% | 1106 | +36 | 1.17% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | New | 3,095 | 217 | 0.01% | — | 1110 | +3,095 | New | Q1 2026 | Apr 30, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 3,094 | 217 | 0.02% | — | 1109 | +3,094 | New | Q1 2026 | Apr 07, 2026 |
| Owen LaRue, LLC | History | Added to | 3,093 | 217 | 0.08% | 0.08% | 1108 | +3 | 0.1% | Q1 2026 | Apr 30, 2026 |
| Argent Trust Co | History | No change | 3,106 | 217 | 0.01% | 0.01% | 1107 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 3,086 | 216 | 0.0% | 0.0% | 1111 | +14 | 0.46% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,052 | 214 | 0.01% | 0.01% | 1112 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| One Capital Management, LLC | History | No change | 3,062 | 214 | 0.01% | 0.01% | 1113 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Planning Project LLC | History | No change | 3,079 | 213 | 0.05% | 0.05% | 1114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 3,007 | 211 | 0.12% | 0.12% | 1115 | -448 | -12.97% | Q1 2026 | May 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 3,000 | 210 | 0.0% | 0.0% | 1116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 2,951 | 207 | 0.06% | 0.05% | 1117 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 2,940 | 206 | 0.09% | — | 1118 | +2,940 | New | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | New | 2,923 | 205 | 0.0% | — | 1120 | +2,923 | New | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,924 | 205 | 0.01% | 0.01% | 1119 | -861 | -22.75% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | New | 2,863 | 200 | 0.01% | — | 1122 | +2,863 | New | Q1 2026 | Apr 28, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | New | 2,850 | 200 | 0.1% | — | 1121 | +2,850 | New | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 2,830 | 198 | 0.02% | 0.03% | 1123 | -820 | -22.47% | Q1 2026 | Apr 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 2,770 | 194 | 0.01% | 0.01% | 1124 | -280 | -9.18% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,733 | 191 | 0.01% | 0.01% | 1125 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Valued Wealth Advisors LLC | History | No change | 2,729 | 191 | 0.08% | 0.08% | 1126 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,613 | 183 | 0.0% | 0.0% | 1127 | +1,465 | 127.61% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,600 | 182 | 0.06% | 0.06% | 1128 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 2,575 | 180 | 0.18% | 0.16% | 1130 | +210 | 8.88% | Q1 2026 | Apr 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 2,577 | 180 | 0.03% | 0.03% | 1129 | +11 | 0.43% | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,522 | 176 | 0.0% | 0.0% | 1131 | -86 | -3.3% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,449 | 171 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 2,375 | 166 | 0.15% | 0.16% | 1133 | +841 | 54.82% | Q1 2026 | May 11, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 2,355 | 165 | 0.16% | — | 1134 | +2,355 | New | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 2,295 | 161 | 0.08% | 0.07% | 1135 | +276 | 13.67% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | No change | 2,283 | 160 | 0.01% | 0.01% | 1136 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,290 | 160 | 0.01% | 0.01% | 1137 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hamrick Investment Counsel, llc | History | New | 2,167 | 152 | 0.08% | — | 1138 | +2,167 | New | Q1 2026 | May 11, 2026 |
| Community Financial Services Group, LLC | History | New | 2,141 | 150 | 0.03% | — | 1139 | +2,141 | New | Q1 2026 | Apr 08, 2026 |
| NorthAvenue LLC | History | Reduced | 2,127 | 149 | 0.12% | 0.13% | 1140 | -171 | -7.44% | Q1 2026 | Apr 15, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 2,105 | 147 | 0.03% | 0.03% | 1141 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CrossGen Wealth, LLC | History | No change | 2,097 | 147 | 0.13% | 0.13% | 1142 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,080 | 145 | 0.0% | 0.0% | 1143 | -237 | -10.23% | Q1 2026 | May 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 2,035 | 142 | 0.02% | — | 1145 | +2,035 | New | Q1 2026 | Apr 16, 2026 |
| Archer Investment Corp | History | Added to | 2,036 | 142 | 0.03% | 0.03% | 1144 | +1 | 0.05% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 1,994 | 139 | 0.01% | 0.01% | 1146 | +10 | 0.5% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,979 | 138 | 0.01% | 0.0% | 1147 | +871 | 78.61% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,901 | 133 | 0.0% | 0.0% | 1148 | +895 | 88.97% | Q1 2026 | Apr 07, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,831 | 128 | 0.01% | — | 1149 | +1,831 | New | Q1 2026 | Apr 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,800 | 126 | 0.0% | — | 1151 | +1,800 | New | Q1 2026 | May 07, 2026 |
| American Capital Advisory, LLC | History | Added to | 1,798 | 126 | 0.05% | 0.05% | 1150 | +4 | 0.22% | Q1 2026 | Apr 29, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,790 | 125 | 0.03% | 0.03% | 1152 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 1,776 | 124 | 0.06% | — | 1154 | +1,776 | New | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | No change | 1,769 | 124 | 0.02% | 0.02% | 1153 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Added to | 1,738 | 122 | 0.02% | 0.01% | 1155 | +1,371 | 373.57% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,748 | 122 | 0.07% | 0.06% | 1156 | +50 | 2.94% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Reduced | 1,698 | 119 | 0.07% | 0.08% | 1157 | -87 | -4.87% | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,693 | 118 | 0.03% | 0.03% | 1158 | +7 | 0.42% | Q1 2026 | May 07, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,677 | 117 | 0.1% | 0.1% | 1159 | +8 | 0.48% | Q1 2026 | Apr 22, 2026 |
| West Branch Capital LLC | History | Added to | 1,661 | 116 | 0.03% | 0.02% | 1160 | +292 | 21.33% | Q1 2026 | Apr 14, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,653 | 116 | 0.02% | 0.02% | 1161 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,600 | 112 | 0.04% | 0.04% | 1163 | -100 | -5.88% | Q1 2026 | May 11, 2026 |
| Redwood Park Advisors LLC | History | No change | 1,603 | 112 | 0.07% | 0.08% | 1162 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,589 | 111 | 0.01% | — | 1165 | +1,589 | New | Q1 2026 | Apr 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,583 | 111 | 0.02% | 0.02% | 1164 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,520 | 106 | 0.0% | — | 1166 | +1,520 | New | Q1 2026 | Apr 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,506 | 105 | 0.0% | 0.0% | 1167 | +59 | 4.08% | Q1 2026 | May 07, 2026 |
| Gleason Group, Inc. | History | Added to | 1,495 | 104 | 0.01% | 0.01% | 1168 | +7 | 0.47% | Q1 2026 | May 04, 2026 |
| CERTUITY, LLC | History | Reduced | 1,444 | 101 | 0.01% | 0.02% | 1170 | -2,236 | -60.76% | Q1 2026 | May 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,443 | 101 | 0.02% | 0.02% | 1169 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Noble Wealth Management PBC | History | No change | 1,450 | 101 | 0.05% | 0.05% | 1171 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Quent Capital, LLC | History | Reduced | 1,391 | 97 | 0.01% | 0.01% | 1172 | -63 | -4.33% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,296 | 90 | 0.01% | 0.01% | 1173 | +6 | 0.47% | Q1 2026 | Apr 06, 2026 |
| Mosley Wealth Management | History | New | 1,282 | 87 | 0.04% | — | 1174 | +1,282 | New | Q1 2026 | Apr 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 1,237 | 86 | 0.05% | 0.05% | 1175 | +6 | 0.49% | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,217 | 85 | 0.03% | 0.03% | 1176 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | New | 1,189 | 83 | 0.01% | — | 1179 | +1,189 | New | Q1 2026 | Apr 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,208 | 83 | 0.01% | 0.01% | 1177 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,190 | 83 | 0.03% | 0.03% | 1178 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,150 | 80 | 0.01% | — | 1183 | +1,150 | New | Q1 2026 | Apr 23, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 1,143 | 80 | 0.02% | — | 1180 | +1,134 | 12600.0% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,143 | 80 | 0.02% | 0.01% | 1181 | +612 | 115.25% | Q1 2026 | May 13, 2026 |
| BAYBAN | History | No change | 1,146 | 80 | 0.07% | 0.07% | 1182 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BOKF, NA | History | Reduced | 1,134 | 79 | 0.0% | 0.0% | 1184 | -915 | -44.66% | Q1 2026 | May 08, 2026 |
| Imprint Wealth LLC | History | No change | 1,118 | 78 | 0.36% | 0.36% | 1185 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | No change | 1,098 | 77 | 0.01% | 0.01% | 1186 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,083 | 76 | 0.07% | 0.06% | 1187 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,066 | 74 | 0.02% | — | 1188 | +1,066 | New | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,000 | 70 | 0.0% | 0.0% | 1189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dorato Capital Management | History | No change | 978 | 70 | 0.05% | 0.05% | 1190 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WHITTIER TRUST CO | History | Added to | 988 | 69 | 0.0% | 0.0% | 1191 | +4 | 0.41% | Q1 2026 | Apr 28, 2026 |
| BFSG, LLC | History | No change | 974 | 68 | 0.01% | 0.01% | 1192 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lodestone Wealth Management LLC | History | No change | 977 | 68 | 0.03% | 0.03% | 1193 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Copia Wealth Management | History | Reduced | 968 | 67 | 0.05% | 0.05% | 1194 | -10 | -1.02% | Q1 2026 | May 04, 2026 |
| Trask Adam Roland | History | New | 950 | 66 | 0.06% | — | 1195 | +950 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 874 | 64 | 0.01% | 0.05% | 1196 | -3,587 | -80.41% | Q1 2026 | May 06, 2026 |
| Hilltop National Bank | History | No change | 904 | 63 | 0.01% | 0.01% | 1197 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| WPG Advisers, LLC | History | Reduced | 895 | 62 | 0.05% | 0.1% | 1201 | -1,052 | -54.03% | Q1 2026 | Apr 29, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 885 | 62 | 0.03% | 0.04% | 1202 | +3 | 0.34% | Q1 2026 | Apr 20, 2026 |
| Dunhill Financial, LLC | History | Reduced | 884 | 62 | 0.01% | 0.01% | 1200 | -1 | -0.11% | Q1 2026 | May 06, 2026 |
| Community Bank, N.A. | History | No change | 886 | 62 | 0.01% | 0.01% | 1198 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 896 | 62 | 0.01% | 0.01% | 1199 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| High Point Wealth Management, LLC | History | Added to | 876 | 61 | 0.06% | 0.06% | 1203 | +4 | 0.46% | Q1 2026 | Apr 08, 2026 |
| Newton One Investments LLC | History | No change | 862 | 60 | 0.02% | 0.02% | 1204 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RED REEF ADVISORS LLC | History | No change | 862 | 60 | 0.06% | 0.06% | 1205 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 850 | 59 | 0.01% | 0.01% | 1206 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Longview Financial Advisors, Inc. | History | New | 831 | 58 | 0.04% | — | 1207 | +831 | New | Q1 2026 | Apr 20, 2026 |
| MATHER GROUP, LLC. | History | New | 824 | 57 | 0.0% | — | 1210 | +824 | New | Q1 2026 | Apr 13, 2026 |
| Bulwark Capital Corp | History | Reduced | 824 | 57 | 0.04% | 0.05% | 1209 | -124 | -13.08% | Q1 2026 | Apr 07, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 820 | 57 | 0.04% | 0.04% | 1208 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | New | 809 | 56 | 0.02% | — | 1212 | +809 | New | Q1 2026 | May 14, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 800 | 56 | 0.08% | 0.07% | 1211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 793 | 55 | 0.02% | 0.02% | 1213 | +4 | 0.51% | Q1 2026 | Apr 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 783 | 54 | 0.0% | — | 1215 | +783 | New | Q1 2026 | May 11, 2026 |
| Family Manage LLC | History | No change | 771 | 54 | 0.01% | 0.01% | 1214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Access Investment Management LLC | History | No change | 760 | 53 | 0.01% | 0.01% | 1216 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Clark Wealth Partners | History | Added to | 744 | 52 | 0.03% | 0.03% | 1218 | +3 | 0.4% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 751 | 52 | 0.0% | 0.0% | 1217 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 728 | 51 | 0.03% | 0.01% | 1219 | +76 | 11.66% | Q1 2026 | Apr 24, 2026 |
| Magnolia Wealth Management, LLC | History | New | 693 | 48 | 0.03% | — | 1222 | +693 | New | Q1 2026 | May 06, 2026 |
| Heritage Wealth Advisors | History | Reduced | 686 | 48 | 0.0% | 0.0% | 1221 | -203 | -22.83% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 684 | 48 | 0.0% | 0.0% | 1220 | -72 | -9.52% | Q1 2026 | Apr 22, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 652 | 47 | 0.02% | — | 1225 | +652 | New | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 682 | 47 | 0.01% | 0.01% | 1224 | +3 | 0.44% | Q1 2026 | May 01, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 678 | 47 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 668 | 46 | 0.0% | 0.0% | 1226 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 592 | 41 | 0.0% | 0.0% | 1227 | +297 | 100.68% | Q1 2026 | Apr 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 597 | 41 | 0.01% | 0.01% | 1228 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 568 | 39 | 0.01% | 0.0% | 1230 | +280 | 97.22% | Q1 2026 | Apr 03, 2026 |
| Operose Advisors LLC | History | No change | 563 | 39 | 0.01% | 0.01% | 1229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | New | 530 | 37 | 0.0% | — | 1232 | +530 | New | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 533 | 37 | 0.01% | 0.0% | 1231 | +450 | 542.17% | Q1 2026 | Apr 09, 2026 |
| COUNTRY TRUST BANK | History | New | 510 | 35 | 0.0% | — | 1234 | +510 | New | Q1 2026 | Apr 10, 2026 |
| Walsh & Associates, LLC | History | New | 510 | 35 | 0.03% | — | 1235 | +510 | New | Q1 2026 | May 15, 2026 |
| Horrell Capital Management, Inc. | History | No change | 500 | 35 | 0.02% | 0.01% | 1233 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Freedom, LLC | History | New | 492 | 34 | 0.02% | — | 1237 | +492 | New | Q1 2026 | Apr 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 496 | 34 | 0.0% | 0.0% | 1236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 465 | 32 | 0.02% | 0.02% | 1238 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wall Street Financial Group, Inc. | History | New | 454 | 31 | 0.02% | — | 1241 | +454 | New | Q1 2026 | May 05, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 447 | 31 | 0.02% | 0.02% | 1240 | -103 | -18.73% | Q1 2026 | May 15, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 440 | 31 | 0.03% | 0.02% | 1239 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 426 | 29 | 0.02% | — | 1242 | +426 | New | Q1 2026 | May 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 405 | 28 | 0.02% | — | 1247 | +405 | New | Q1 2026 | May 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | New | 400 | 28 | 0.01% | — | 1246 | +400 | New | Q1 2026 | Apr 17, 2026 |
| Independence Bank of Kentucky | History | Reduced | 401 | 28 | 0.0% | 0.0% | 1243 | -105 | -20.75% | Q1 2026 | Apr 30, 2026 |
| Realta Investment Advisors | History | Added to | 406 | 28 | 0.01% | 0.01% | 1244 | +1 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Missouri Trust & Investment Co | History | No change | 400 | 28 | 0.01% | 0.01% | 1245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 398 | 27 | 0.01% | 0.01% | 1248 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 385 | 27 | 0.03% | 0.03% | 1249 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 380 | 26 | 0.01% | — | 1252 | +380 | New | Q1 2026 | Apr 20, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 374 | 26 | 0.01% | 0.01% | 1250 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 379 | 26 | 0.0% | 0.0% | 1251 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arlington Trust Co LLC | History | No change | 370 | 25 | 0.0% | 0.0% | 1253 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 340 | 23 | 0.01% | — | 1254 | +340 | New | Q1 2026 | May 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 316 | 22 | 0.0% | 0.0% | 1255 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 300 | 21 | 0.01% | — | 1259 | +300 | New | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | Added to | 303 | 21 | 0.0% | 0.0% | 1256 | +101 | 50.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 309 | 21 | 0.0% | 0.0% | 1257 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group, Inc. | History | No change | 305 | 21 | 0.01% | 0.01% | 1258 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 288 | 20 | 0.01% | 0.0% | 1260 | +238 | 476.0% | Q1 2026 | May 05, 2026 |
| CGC Financial Services, LLC | History | Reduced | 282 | 19 | 0.01% | 0.31% | 1262 | -16,283 | -98.3% | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | Reduced | 282 | 19 | 0.0% | 0.01% | 1261 | -75 | -21.01% | Q1 2026 | Apr 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 267 | 18 | 0.0% | 0.0% | 1263 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pflug Koory, LLC | History | No change | 256 | 17 | 0.01% | 0.01% | 1264 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Whipplewood Advisors, LLC | History | No change | 249 | 17 | 0.01% | 0.01% | 1265 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Miller Capital Partners, Inc. | History | No change | 252 | 17 | 0.01% | 0.01% | 1266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMA Wealth Partners, LLC | History | New | 237 | 16 | 0.01% | — | 1270 | +237 | New | Q1 2026 | May 15, 2026 |
| Wellington Shields Capital Management, LLC | History | New | 230 | 16 | 0.0% | — | 1269 | +230 | New | Q1 2026 | May 04, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 240 | 16 | 0.02% | 0.03% | 1268 | -140 | -36.84% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 238 | 16 | 0.01% | 0.01% | 1267 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Tower View Wealth Management LLC | History | No change | 220 | 15 | 0.01% | 0.01% | 1271 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clearstead Trust, LLC | History | Reduced | 207 | 14 | 0.0% | 0.01% | 1272 | -609 | -74.63% | Q1 2026 | May 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 208 | 14 | 0.0% | 0.0% | 1273 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 200 | 14 | 0.0% | 0.0% | 1274 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Destiny Wealth Partners, LLC | History | New | 190 | 13 | 0.0% | — | 1279 | +190 | New | Q1 2026 | May 11, 2026 |
| Networth Advisors, LLC | History | Reduced | 195 | 13 | 0.01% | 0.01% | 1278 | -5 | -2.5% | Q1 2026 | Apr 22, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 197 | 13 | 0.01% | 0.01% | 1275 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bell Investment Advisors, Inc | History | No change | 192 | 13 | 0.0% | 0.0% | 1276 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ransom Advisory, Ltd | History | No change | 189 | 13 | 0.01% | 0.01% | 1277 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| O'Domhnaill Enterprises, Inc. | History | New | 179 | 12 | 0.01% | — | 1284 | +179 | New | Q1 2026 | Apr 28, 2026 |
| Napier Financial, LLC | History | New | 172 | 12 | 0.0% | — | 1285 | +172 | New | Q1 2026 | May 05, 2026 |
| TORONTO DOMINION BANK | History | New | 171 | 12 | 0.0% | — | 1283 | +171 | New | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 176 | 12 | 0.01% | 0.01% | 1280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 180 | 12 | 0.0% | 0.0% | 1281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 185 | 12 | 0.0% | 0.0% | 1282 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 162 | 11 | 0.0% | 0.0% | 1287 | -99 | -37.93% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | Reduced | 154 | 11 | 0.0% | 0.0% | 1286 | -19 | -10.98% | Q1 2026 | Apr 27, 2026 |
| SITTNER & NELSON, LLC | History | No change | 167 | 11 | 0.0% | 0.0% | 1288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | No change | 166 | 11 | 0.0% | 0.0% | 1289 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sankala Group LLC | History | No change | 163 | 11 | 0.01% | 0.01% | 1290 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Truvestments Capital LLC | History | Reduced | 143 | 10 | 0.0% | 0.0% | 1293 | -2 | -1.38% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 154 | 10 | 0.0% | 0.0% | 1291 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Providence Capital Advisors, LLC | History | No change | 154 | 10 | 0.0% | 0.0% | 1292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 127 | 9 | 0.01% | 0.01% | 1294 | +2 | 1.6% | Q1 2026 | Apr 29, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 122 | 8 | 0.0% | — | 1295 | +122 | New | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 108 | 7 | 0.0% | 0.0% | 1297 | -150 | -58.14% | Q1 2026 | May 06, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 110 | 7 | 0.0% | 0.0% | 1298 | -38 | -25.68% | Q1 2026 | Apr 21, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 105 | 7 | 0.0% | 0.0% | 1296 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 109 | 7 | 0.01% | 0.01% | 1299 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 92 | 6 | 0.01% | 0.01% | 1301 | -14 | -13.21% | Q1 2026 | May 11, 2026 |
| BankPlus Trust Department | History | No change | 94 | 6 | 0.0% | 0.0% | 1300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Reduced | 83 | 5 | 0.0% | 0.01% | 1302 | -1,900 | -95.81% | Q1 2026 | Apr 13, 2026 |
| Nemes Rush Group LLC | History | No change | 73 | 5 | 0.0% | 0.0% | 1303 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 61 | 4 | 0.0% | 0.0% | 1304 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 60 | 4 | 0.0% | 0.0% | 1305 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| N.E.W. Advisory Services LLC | History | New | 53 | 3 | 0.0% | — | 1312 | +53 | New | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 52 | 3 | 0.0% | — | 1311 | +52 | New | Q1 2026 | May 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 46 | 3 | 0.0% | 0.0% | 1309 | -22 | -32.35% | Q1 2026 | Apr 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 53 | 3 | 0.0% | 0.0% | 1306 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 55 | 3 | 0.0% | 0.0% | 1307 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 1308 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 51 | 3 | 0.0% | 0.0% | 1310 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | Reduced | 30 | 2 | 0.0% | 0.01% | 1314 | -442 | -93.64% | Q1 2026 | May 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 39 | 2 | 0.0% | 0.0% | 1313 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Security National Bank | History | New | 27 | 1 | 0.0% | — | 1323 | +27 | New | Q1 2026 | Apr 16, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 1322 | -21 | -45.65% | Q1 2026 | Apr 27, 2026 |
| Eukles Asset Management | History | No change | 22 | 1 | 0.0% | 0.0% | 1315 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hurley Capital, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 1316 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 1318 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 1319 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dogwood Wealth Management LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1320 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 1321 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -885,833 | -100.0% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -138,391 | -100.0% | Q1 2026 | May 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 3.33% | — | -78,367 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -60,757 | -100.0% | Q1 2026 | May 01, 2026 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 4.86% | — | -43,173 | -100.0% | Q1 2026 | Apr 20, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -20,500 | -100.0% | Q1 2026 | May 12, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.22% | — | -18,984 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Gambit Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -12,207 | -100.0% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -11,320 | -100.0% | Q1 2026 | May 12, 2026 |
| Bravias Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -9,497 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Darden Wealth Group Inc | History | Closed out | 0 | 0 | — | 0.31% | — | -9,200 | -100.0% | Q1 2026 | May 08, 2026 |
| Signet Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -8,633 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,776 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -7,590 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,521 | -100.0% | Q1 2026 | May 15, 2026 |
| Royal Harbor Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,354 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Closed out | 0 | 0 | — | 0.04% | — | -5,119 | -100.0% | Q1 2026 | May 07, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,030 | -100.0% | Q1 2026 | Apr 20, 2026 |
| First National Advisers, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,555 | -100.0% | Q1 2026 | May 08, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,552 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BankChampaign, National Association | History | Closed out | 0 | 0 | — | 0.05% | — | -4,396 | -100.0% | Q1 2026 | May 21, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,322 | -100.0% | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,785 | -100.0% | Q1 2026 | Apr 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,737 | -100.0% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Closed out | 0 | 0 | — | 0.01% | — | -3,733 | -100.0% | Q1 2026 | May 11, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.01% | — | -3,599 | -100.0% | Q1 2026 | May 11, 2026 |
| OARSMAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,477 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,304 | -100.0% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,936 | -100.0% | Q1 2026 | Apr 17, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,807 | -100.0% | Q1 2026 | Apr 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,625 | -100.0% | Q1 2026 | May 01, 2026 |
| DUNCKER STREETT & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,606 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,366 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -768 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -564 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -508 | -100.0% | Q1 2026 | May 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -449 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -422 | -100.0% | Q1 2026 | May 01, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -360 | -100.0% | Q1 2026 | May 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -291 | -100.0% | Q1 2026 | May 12, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -282 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q1 2026 | May 04, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q1 2026 | May 14, 2026 |
| United Financial Planning Group LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -86 | -95.56% | Q1 2026 | May 08, 2026 |
| Advocate Investing Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 29, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 11, 2026 |
| Main Street Group, LTD | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 06, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bank of Jackson Hole Trust | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |