SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - DIA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,096,738 | 3,287,138 | 0.37% | 0.45% | 1 | -949,155 | -11.8% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,045,891 | 3,263,586 | 0.42% | 0.47% | 2 | +628,079 | 9.79% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,356,289 | 2,944,169 | 0.48% | 0.56% | 3 | -1,450,685 | -18.58% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,779,679 | 2,677,089 | 0.31% | 0.48% | 4 | -2,448,183 | -29.75% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,668,887 | 1,699,392 | 0.1% | 0.08% | 5 | +707,339 | 23.88% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,346,491 | 1,086,871 | 0.08% | 0.08% | 6 | +133,382 | 6.03% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,623,835 | 752,143 | 0.2% | 0.22% | 7 | -26,157 | -1.59% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,236,795 | 572,870 | 0.11% | 0.12% | 8 | -151,466 | -10.91% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 996,273 | 461,463 | 0.19% | 0.26% | 9 | -273,159 | -21.52% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 970,277 | 449,422 | 0.07% | 0.09% | 10 | -228,781 | -19.08% | Q1 2026 | May 05, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 819 | 379,353 | 16.85% | 4.54% | 11 | -31,328 | -97.45% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 804,574 | 372,671 | 0.07% | 0.06% | 12 | +32,904 | 4.26% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 699,900 | 324,186 | 0.38% | 0.09% | 13 | +519,400 | 287.76% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 692,791 | 313,183 | 0.02% | 0.02% | 14 | +101,130 | 17.09% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 643,192 | 297,920 | 0.11% | 0.13% | 15 | -112,372 | -14.87% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 577,802 | 267,589 | 0.3% | 0.33% | 16 | -19,535 | -3.27% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 241,923 | 257,052 | 0.12% | 0.17% | 17 | -171,473 | -41.48% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 516,647 | 239,303 | 0.07% | 0.07% | 18 | +45,789 | 9.72% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 483,322 | 223,813 | 0.05% | 0.06% | 19 | -35,791 | -6.89% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 483,145 | 223,787 | 0.1% | 0.13% | 20 | -145,642 | -23.16% | Q1 2026 | May 11, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 391,575 | 181,373 | 0.96% | 0.98% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCM Advisors, LLC | History | Reduced | 292,611 | 135,534 | 9.98% | 13.09% | 22 | -64,400 | -18.04% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 263,469 | 121,215 | 0.13% | 0.14% | 23 | -762 | -0.29% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 268,187 | 121,076 | 0.06% | 0.07% | 24 | +35,482 | 15.25% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 261,574 | 120,756 | 0.06% | 0.0% | 25 | +259,049 | 10259.37% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 247,243 | 114,520 | 0.03% | 0.03% | 26 | +6,452 | 2.68% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 241,967 | 112,076 | 0.12% | 0.05% | 27 | +143,597 | 145.98% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 234,166 | 108,463 | 0.07% | 0.07% | 28 | -4,179 | -1.75% | Q1 2026 | May 07, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 215,773 | 103,389 | 14.42% | 14.92% | 29 | +422 | 0.2% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 215,428 | 99,867 | 0.15% | 0.16% | 30 | -15,746 | -6.81% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 207,535 | 96,128 | 0.13% | 0.14% | 31 | -15,918 | -7.12% | Q1 2026 | Apr 27, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 205,145 | 95,021 | 9.73% | 9.47% | 32 | -1,429 | -0.69% | Q1 2026 | Apr 21, 2026 |
| THOR TRADING ADVISORS, LLC | History | Added to | 200,763 | 92,991 | 38.53% | 39.71% | 33 | +2,640 | 1.33% | Q1 2026 | May 07, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | No change | 200,000 | 92,638 | 3.4% | 2.64% | 34 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 191,553 | 88,736 | 0.08% | 0.08% | 35 | +11,469 | 6.37% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 183,762 | 85,116 | 0.15% | 0.4% | 36 | -371,881 | -66.93% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 165,079 | 76,462 | 0.41% | 0.43% | 37 | +2,268 | 1.39% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 164,514 | 76,201 | 0.04% | 0.05% | 38 | -8,637 | -4.99% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 162,465 | 75,252 | 0.1% | 0.1% | 39 | +6,427 | 4.12% | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | Added to | 150,011 | 69,484 | 0.07% | 0.03% | 40 | +97,609 | 186.27% | Q1 2026 | Apr 16, 2026 |
| Optiver Holding B.V. | History | New | 142,128 | 65,832 | 0.02% | — | 41 | +142,128 | New | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | New | 128,000 | 59,288 | 1.2% | — | 42 | +128,000 | New | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 124,098 | 57,480 | 0.1% | 0.15% | 43 | -42,940 | -25.71% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 123,862 | 57,371 | 0.15% | 0.14% | 44 | -51 | -0.04% | Q1 2026 | May 15, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | Added to | 119,700 | 55,443 | 0.09% | 0.07% | 45 | +25,800 | 27.48% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 114,976 | 53,255 | 0.6% | 0.63% | 46 | -226 | -0.2% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 113,713 | 52,670 | 0.25% | 0.22% | 47 | +17,669 | 18.4% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 110,251 | 51,067 | 0.03% | 0.04% | 48 | +655 | 0.6% | Q1 2026 | May 12, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 108,972 | 50,556 | 10.77% | 11.87% | 49 | -177 | -0.16% | Q1 2026 | May 08, 2026 |
| TCP Asset Management, LLC | History | Added to | 107,682 | 49,877 | 6.41% | 6.33% | 50 | +29,461 | 37.66% | Q1 2026 | Apr 10, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 105,267 | 48,813 | 3.62% | 3.85% | 51 | -2,113 | -1.97% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 105,246 | 48,749 | 0.13% | 0.15% | 52 | -9,460 | -8.25% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 104,169 | 48,252 | 0.05% | 0.06% | 53 | -2,587 | -2.42% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 102,400 | 47,430 | 0.06% | 0.05% | 54 | +16,100 | 18.66% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 102,290 | 47,379 | 0.0% | 0.0% | 55 | +9,847 | 10.65% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 97,400 | 45,114 | 0.12% | 0.12% | 56 | -30,000 | -23.55% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 95,200 | 44,095 | 0.04% | — | 57 | +95,200 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 94,615 | 43,824 | 0.55% | 0.48% | 58 | +14,976 | 18.8% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 93,424 | 43,273 | 0.08% | 0.07% | 59 | +11,199 | 13.62% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 93,307 | 43,218 | 0.06% | 0.03% | 60 | +38,307 | 69.65% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 93,128 | 43,136 | 0.06% | 0.06% | 61 | +5,780 | 6.62% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 90,909 | 42,108 | 0.07% | 0.23% | 62 | -247,823 | -73.16% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 85,310 | 39,513 | 0.05% | 0.05% | 63 | +6,346 | 8.04% | Q1 2026 | May 13, 2026 |
| MYDA Advisors LLC | History | Added to | 85,000 | 39,371 | 6.48% | 3.66% | 64 | +45,000 | 112.5% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 84,570 | 39,171 | 4.13% | 4.22% | 65 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LM Advisors LLC | History | Reduced | 16,828 | 36,299 | 0.57% | 0.66% | 66 | -714 | -4.07% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Added to | 73,837 | 34,200 | 0.46% | 0.39% | 67 | +6,980 | 10.44% | Q1 2026 | May 14, 2026 |
| AIA Group Ltd | History | Added to | 66,911 | 30,992 | 0.45% | 0.01% | 68 | +64,846 | 3140.24% | Q1 2026 | May 06, 2026 |
| DV Trading LLC | History | Reduced | 66,213 | 30,669 | 0.73% | 1.35% | 69 | -33,886 | -33.85% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 76,005 | 30,087 | 0.06% | 0.07% | 70 | -23,152 | -23.35% | Q1 2026 | Apr 08, 2026 |
| IMC-Chicago, LLC | History | Added to | 64,819 | 30,023 | 0.01% | 0.01% | 71 | +15,692 | 31.94% | Q1 2026 | May 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 64,469 | 29,922 | 0.91% | 0.96% | 72 | +3,193 | 5.21% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 64,436 | 29,846 | 0.01% | 0.01% | 73 | -11,795 | -15.47% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 62,831 | 29,103 | 1.1% | 1.11% | 74 | -296 | -0.47% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 62,668 | 29,027 | 0.0% | 0.0% | 75 | -1,468 | -2.29% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 62,178 | 28,800 | 0.15% | 0.14% | 76 | +7,233 | 13.16% | Q1 2026 | May 08, 2026 |
| NATIXIS | History | Added to | 61,577 | 28,521 | 0.1% | 0.05% | 77 | +32,005 | 108.23% | Q1 2026 | May 14, 2026 |
| CHARTIST INC /CA/ | History | Reduced | 60,607 | 28,072 | 20.16% | 19.86% | 78 | -375 | -0.61% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,236 | 27,900 | 0.01% | 0.0% | 79 | +1,239 | 2.1% | Q1 2026 | May 05, 2026 |
| Shulman DeMeo Asset Management LLC | History | New | 60,075 | 27,826 | 5.91% | — | 80 | +60,075 | New | Q1 2026 | Apr 09, 2026 |
| Select Asset Management & Trust | History | Added to | 59,491 | 27,556 | 8.61% | 8.73% | 81 | +1,076 | 1.84% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 57,990 | 26,860 | 0.04% | 0.08% | 82 | -46,064 | -44.27% | Q1 2026 | May 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 53,691 | 24,868 | 0.27% | 0.3% | 83 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| XTX Topco Ltd | History | Added to | 53,196 | 24,639 | 0.43% | 0.2% | 84 | +37,725 | 243.84% | Q1 2026 | May 15, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 52,060 | 24,113 | 10.12% | 10.0% | 85 | -1,129 | -2.12% | Q1 2026 | Apr 29, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 51,398 | 23,806 | 2.95% | 3.08% | 86 | -354 | -0.68% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 49,253 | 23,615 | 0.15% | 0.13% | 87 | +11,151 | 29.27% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 49,170 | 22,774 | 0.18% | 0.24% | 88 | +7,161 | 17.05% | Q1 2026 | May 15, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 48,876 | 22,639 | 2.05% | 2.2% | 89 | -1,853 | -3.65% | Q1 2026 | May 04, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 48,431 | 22,480 | 1.47% | 1.52% | 90 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 47,282 | 21,900 | 0.74% | 0.17% | 91 | +1,214 | 2.64% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 45,327 | 20,994 | 0.06% | 0.05% | 92 | -552 | -1.2% | Q1 2026 | May 04, 2026 |
| AMG National Trust Bank | History | Added to | 45,225 | 20,947 | 0.45% | 0.5% | 93 | +1,083 | 2.45% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 44,945 | 20,862 | 0.27% | 0.32% | 94 | +150 | 0.33% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 44,559 | 20,639 | 0.06% | 0.05% | 95 | +7,298 | 19.59% | Q1 2026 | May 08, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 43,712 | 20,246 | 4.16% | 4.03% | 96 | +2,605 | 6.34% | Q1 2026 | Apr 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 43,537 | 20,165 | 0.26% | 0.29% | 97 | -3,261 | -6.97% | Q1 2026 | Apr 21, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 43,000 | 19,917 | 0.03% | — | 98 | +43,000 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 42,092 | 19,496 | 0.07% | 0.1% | 99 | -6,997 | -14.25% | Q1 2026 | Apr 30, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 41,500 | 19,222 | 0.09% | 0.08% | 100 | -15,700 | -27.45% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 40,744 | 18,872 | 0.08% | 0.08% | 101 | -1,634 | -3.86% | Q1 2026 | May 14, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 38,996 | 18,062 | 8.81% | 12.47% | 102 | -14,001 | -26.42% | Q1 2026 | Apr 29, 2026 |
| Nokomis Capital, L.L.C. | History | Reduced | 38,880 | 18,008 | 5.17% | 5.94% | 103 | -13,338 | -25.54% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 37,660 | 17,460 | 0.28% | 0.27% | 104 | +3,405 | 9.94% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 37,219 | 17,239 | 0.19% | 0.21% | 105 | -1,592 | -4.1% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 36,701 | 16,999 | 0.88% | 0.91% | 106 | +659 | 1.83% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 36,037 | 16,780 | 0.05% | 0.1% | 107 | +3,608 | 11.13% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 38,663 | 16,755 | 0.02% | 0.02% | 108 | +8,323 | 27.43% | Q1 2026 | May 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 36,146 | 16,742 | 2.48% | 2.96% | 109 | -35,985 | -49.89% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 36,041 | 16,693 | 0.2% | 0.17% | 110 | +10,455 | 40.86% | Q1 2026 | Apr 23, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 35,760 | 16,563 | 14.84% | — | 111 | +35,760 | New | Q1 2026 | May 05, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 35,558 | 16,470 | 0.66% | 0.63% | 112 | +1,717 | 5.07% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Added to | 35,294 | 16,343 | 0.08% | 0.09% | 113 | +900 | 2.62% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 35,145 | 16,278 | 0.08% | 0.09% | 114 | +418 | 1.2% | Q1 2026 | May 11, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 35,102 | 16,259 | 2.87% | 3.15% | 115 | -7,237 | -17.09% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 34,639 | 15,984 | 0.02% | 0.02% | 116 | -85,171 | -71.09% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 32,900 | 15,239 | 0.02% | 0.03% | 117 | -586 | -1.75% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 32,874 | 15,226 | 0.04% | 0.02% | 118 | +22,136 | 206.15% | Q1 2026 | May 14, 2026 |
| Vision Retirement, LLC | History | Added to | 32,509 | 15,057 | 4.28% | 4.07% | 119 | +938 | 2.97% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 32,391 | 15,003 | 0.03% | 0.03% | 120 | +3,197 | 10.95% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 32,136 | 14,882 | 0.01% | 0.01% | 121 | +2,284 | 7.65% | Q1 2026 | May 14, 2026 |
| All Terrain Financial Advisors, LLC | History | Reduced | 31,598 | 14,635 | 3.44% | 3.53% | 122 | -190 | -0.6% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 31,488 | 14,585 | 0.73% | 0.69% | 123 | +3,968 | 14.42% | Q1 2026 | Apr 23, 2026 |
| MKT Advisors LLC | History | Reduced | 31,015 | 14,449 | 4.84% | 5.27% | 124 | -544 | -1.72% | Q1 2026 | Apr 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 31,011 | 14,364 | 0.18% | 0.17% | 125 | +3,577 | 13.04% | Q1 2026 | May 11, 2026 |
| Royal Fund Management, LLC | History | New | 30,705 | 14,222 | 1.35% | — | 126 | +30,705 | New | Q1 2026 | May 19, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 28,019 | 13,929 | 0.83% | 1.46% | 127 | -17,987 | -39.1% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 30,022 | 13,905 | 0.17% | 0.18% | 128 | +319 | 1.07% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 29,964 | 13,879 | 0.4% | 0.41% | 129 | +935 | 3.22% | Q1 2026 | Apr 21, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 29,875 | 13,837 | 7.47% | 7.77% | 130 | +662 | 2.27% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,456 | 13,643 | 0.02% | 0.01% | 131 | +25,045 | 567.79% | Q1 2026 | May 01, 2026 |
| Capital Management Associates, Inc | History | Added to | 29,008 | 13,436 | 3.04% | 2.79% | 132 | +2,731 | 10.39% | Q1 2026 | Apr 22, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 28,975 | 13,420 | 0.04% | 0.01% | 133 | +19,863 | 217.99% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,437 | 13,171 | 0.01% | 0.01% | 134 | +3,449 | 13.8% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 27,720 | 12,839 | 0.98% | 0.84% | 135 | +4,688 | 20.35% | Q1 2026 | Apr 08, 2026 |
| L & S Advisors Inc | History | Reduced | 27,315 | 12,652 | 1.59% | 1.36% | 136 | -3,308 | -10.8% | Q1 2026 | May 11, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 27,032 | 12,520 | 2.36% | 2.53% | 137 | -733 | -2.64% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Holdings, LLC | History | Added to | 26,807 | 12,416 | 4.01% | 4.11% | 138 | +1,467 | 5.79% | Q1 2026 | May 08, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 26,316 | 12,189 | 1.02% | 1.01% | 139 | +1,147 | 4.56% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 25,200 | 12,110 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 25,953 | 12,021 | 8.12% | 7.96% | 141 | +2,572 | 11.0% | Q1 2026 | Apr 28, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 25,536 | 11,828 | 6.87% | 6.78% | 142 | -96 | -0.37% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 25,044 | 11,689 | 0.24% | 0.26% | 143 | +2 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Benin Management CORP | History | Reduced | 24,907 | 11,536 | 2.59% | 2.79% | 144 | -1,108 | -4.26% | Q1 2026 | Apr 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 24,751 | 11,464 | 0.78% | 0.81% | 145 | -227 | -0.91% | Q1 2026 | May 06, 2026 |
| Worth Asset Management, LLC | History | New | 24,512 | 11,353 | 4.23% | — | 146 | +24,512 | New | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 24,490 | 11,343 | 0.04% | 0.05% | 147 | -1,417 | -5.47% | Q1 2026 | May 13, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 24,166 | 11,193 | 5.47% | 5.63% | 148 | -1,029 | -4.08% | Q1 2026 | Apr 08, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 24,106 | 11,165 | 3.19% | 4.98% | 149 | -11,312 | -31.94% | Q1 2026 | Apr 28, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 24,400 | 11,030 | 0.01% | — | 150 | +24,400 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 23,534 | 10,902 | 0.08% | 0.09% | 151 | -226 | -0.95% | Q1 2026 | May 14, 2026 |
| J. Goldman & Co LP | History | New | 23,437 | 10,855 | 0.32% | — | 152 | +23,437 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 22,901 | 10,607 | 0.0% | 0.0% | 153 | +2,091 | 10.05% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 22,650 | 10,491 | 0.02% | 0.01% | 154 | +4,991 | 28.26% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 22,589 | 10,462 | 0.04% | 0.04% | 155 | -656 | -2.82% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 58,665 | 10,444 | 0.48% | 0.11% | 156 | -7,271 | -11.03% | Q1 2026 | May 15, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 21,732 | 10,443 | 4.3% | 4.3% | 157 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 22,076 | 10,225 | 0.4% | 0.4% | 158 | -92 | -0.42% | Q1 2026 | May 12, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 21,839 | 10,115 | 0.55% | 0.58% | 159 | -1,278 | -5.53% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 21,593 | 10,016 | 0.03% | 0.03% | 160 | +296 | 1.39% | Q1 2026 | May 13, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 21,499 | 9,958 | 8.41% | 8.38% | 161 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 19,479 | 9,518 | 0.17% | 0.02% | 162 | +18,611 | 2144.12% | Q1 2026 | May 01, 2026 |
| Csenge Advisory Group | History | Reduced | 20,512 | 9,500 | 0.43% | 0.45% | 163 | -194 | -0.94% | Q1 2026 | Apr 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 20,471 | 9,481 | 1.36% | 1.23% | 164 | +2,950 | 16.84% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,362 | 9,431 | 0.05% | 0.06% | 165 | +2,063 | 11.27% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 19,728 | 9,137 | 0.06% | 0.05% | 166 | +1,549 | 8.52% | Q1 2026 | May 05, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 19,500 | 9,032 | 0.07% | — | 167 | +19,500 | New | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 19,310 | 8,944 | 3.39% | 3.27% | 168 | +679 | 3.64% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 18,978 | 8,790 | 0.11% | 0.12% | 169 | -24 | -0.13% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 18,776 | 8,697 | 0.06% | 0.09% | 170 | -5,696 | -23.28% | Q1 2026 | Apr 15, 2026 |
| Tudor Financial Inc. | History | Reduced | 18,771 | 8,694 | 4.44% | 4.64% | 171 | -93 | -0.49% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 18,721 | 8,672 | 0.02% | 0.01% | 172 | +9,456 | 102.06% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 18,682 | 8,653 | 0.36% | 0.37% | 173 | -128 | -0.68% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,442 | 8,560 | 0.23% | 0.25% | 174 | -1,750 | -8.67% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 18,225 | 8,483 | 0.15% | 0.15% | 175 | +685 | 3.91% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 17,725 | 8,210 | 0.3% | 0.31% | 176 | +435 | 2.52% | Q1 2026 | May 14, 2026 |
| Kozak & Associates, Inc. | History | Added to | 17,002 | 8,197 | 1.6% | 1.42% | 177 | +2,131 | 14.33% | Q1 2026 | Apr 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 17,673 | 8,186 | 0.06% | 0.05% | 178 | +3,548 | 25.12% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,516 | 8,153 | 0.08% | 0.09% | 179 | +600 | 3.55% | Q1 2026 | Apr 07, 2026 |
| Foster Group, Inc. | History | No change | 17,577 | 8,141 | 0.24% | 0.26% | 180 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 17,252 | 8,052 | 0.09% | 0.1% | 181 | -1,191 | -6.46% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 17,376 | 8,048 | 0.01% | 0.01% | 182 | +1,019 | 6.23% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 17,373 | 8,047 | 5.42% | 5.78% | 183 | +1,202 | 7.43% | Q1 2026 | May 04, 2026 |
| Oak Harvest Investment Services | History | Reduced | 17,102 | 7,921 | 0.83% | 0.94% | 184 | -875 | -4.87% | Q1 2026 | Apr 22, 2026 |
| CVFG LLC | History | Added to | 16,989 | 7,868 | 0.98% | 5.37% | 185 | +689 | 4.23% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,880 | 7,818 | 0.12% | 0.12% | 186 | +4,245 | 33.6% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 16,859 | 7,808 | 0.86% | 0.91% | 187 | -1,080 | -6.02% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 16,857 | 7,807 | 0.29% | 0.32% | 188 | -1,060 | -5.92% | Q1 2026 | Apr 20, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 16,758 | 7,762 | 2.8% | 2.82% | 189 | +89 | 0.53% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 16,655 | 7,714 | 0.18% | 0.17% | 190 | +2,113 | 14.53% | Q1 2026 | May 15, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 16,633 | 7,704 | 0.04% | 0.22% | 191 | -55,226 | -76.85% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 16,584 | 7,682 | 0.01% | 0.01% | 192 | -238 | -1.41% | Q1 2026 | May 13, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 16,968 | 7,670 | 5.28% | 2.57% | 193 | +2,706 | 18.97% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 16,536 | 7,659 | 0.17% | 0.2% | 194 | -1,700 | -9.32% | Q1 2026 | May 15, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 16,276 | 7,538 | 2.21% | 2.32% | 195 | +301 | 1.88% | Q1 2026 | Apr 16, 2026 |
| King Wealth Management Group | History | Added to | 16,096 | 7,456 | 0.93% | 0.93% | 196 | +17 | 0.11% | Q1 2026 | May 04, 2026 |
| KINTRA WEALTH, LLC | History | New | 15,949 | 7,387 | 0.52% | — | 197 | +15,949 | New | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,930 | 7,378 | 0.35% | 0.36% | 198 | +422 | 2.72% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 15,828 | 7,361 | 0.39% | 0.34% | 199 | +557 | 3.65% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 15,821 | 7,328 | 0.12% | 0.13% | 200 | +60 | 0.38% | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,745 | 7,292 | 0.04% | 0.01% | 201 | +10,282 | 188.21% | Q1 2026 | May 13, 2026 |
| Echo45 Advisors LLC | History | Added to | 15,683 | 7,264 | 4.09% | 4.23% | 202 | +246 | 1.59% | Q1 2026 | Apr 20, 2026 |
| Mountain Hill Investment Partners Corp. | History | New | 15,676 | 7,260 | 4.3% | — | 203 | +15,676 | New | Q1 2026 | May 01, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 15,272 | 7,074 | 2.36% | 3.97% | 204 | -10,448 | -40.62% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 15,209 | 7,044 | 0.18% | 0.21% | 205 | -1,463 | -8.78% | Q1 2026 | Apr 07, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 15,168 | 7,025 | 1.11% | 1.35% | 206 | -31 | -0.2% | Q1 2026 | Apr 17, 2026 |
| CHOREO, LLC | History | Reduced | 15,117 | 7,016 | 0.09% | 0.09% | 207 | -12 | -0.08% | Q1 2026 | May 12, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 15,105 | 6,996 | 6.03% | 6.04% | 208 | -260 | -1.69% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Added to | 15,050 | 6,971 | 0.04% | 0.0% | 209 | +14,595 | 3207.69% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,371 | 6,906 | 0.52% | 0.52% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 14,852 | 6,879 | 0.24% | — | 211 | +14,852 | New | Q1 2026 | May 14, 2026 |
| Iowa State Bank | History | No change | 14,840 | 6,874 | 1.26% | 1.34% | 212 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Volterra Technologies LP | History | New | 14,571 | 6,749 | 0.82% | — | 213 | +14,571 | New | Q1 2026 | May 14, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 14,498 | 6,715 | 0.93% | 0.99% | 214 | -1,225 | -7.79% | Q1 2026 | Apr 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,445 | 6,691 | 0.08% | 0.08% | 215 | -766 | -5.04% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 14,440 | 6,688 | 0.11% | 0.19% | 216 | -5,693 | -28.28% | Q1 2026 | May 18, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 14,354 | 6,648 | 0.04% | 0.04% | 217 | +1,511 | 11.77% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 14,237 | 6,594 | 0.07% | 0.01% | 218 | +13,662 | 2376.0% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,045 | 6,505 | 0.09% | 0.06% | 219 | +5,478 | 63.94% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 13,996 | 6,482 | 0.05% | 0.06% | 220 | -67 | -0.48% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,935 | 6,454 | 0.1% | 0.09% | 221 | +3,458 | 33.01% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,911 | 6,443 | 0.03% | 0.04% | 222 | -1,986 | -12.49% | Q1 2026 | May 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 13,700 | 6,345 | 0.42% | 0.41% | 223 | +114 | 0.84% | Q1 2026 | Apr 29, 2026 |
| Hilltop Holdings Inc. | History | Added to | 13,317 | 6,168 | 0.55% | 0.38% | 224 | +24 | 0.18% | Q1 2026 | May 14, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 13,075 | 6,059 | 3.54% | 0.48% | 225 | +11,159 | 582.41% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 12,982 | 6,013 | 0.03% | 0.04% | 226 | -1,347 | -9.4% | Q1 2026 | May 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 12,883 | 5,967 | 0.24% | 0.28% | 227 | -154 | -1.18% | Q1 2026 | May 12, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 12,878 | 5,964 | 1.29% | 1.3% | 228 | -21 | -0.16% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,795 | 5,926 | 0.42% | 0.42% | 229 | +619 | 5.08% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 12,730 | 5,896 | 0.1% | 0.1% | 230 | -73 | -0.57% | Q1 2026 | Apr 27, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 12,562 | 5,818 | 0.2% | 0.21% | 231 | -59 | -0.47% | Q1 2026 | May 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 12,476 | 5,778 | 0.08% | 0.19% | 232 | -14,883 | -54.4% | Q1 2026 | Apr 08, 2026 |
| COWA, LLC | History | Reduced | 12,471 | 5,771 | 1.56% | 1.83% | 233 | -59 | -0.47% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 12,446 | 5,765 | 0.04% | 0.04% | 234 | -1,023 | -7.6% | Q1 2026 | Apr 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 12,375 | 5,744 | 0.27% | 0.27% | 235 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 12,352 | 5,721 | 0.07% | 0.04% | 236 | +5,346 | 76.31% | Q1 2026 | May 08, 2026 |
| Summit Asset Management, LLC | History | Reduced | 12,270 | 5,683 | 0.79% | 0.86% | 237 | -380 | -3.0% | Q1 2026 | May 08, 2026 |
| Bay Rivers Group | History | Added to | 12,203 | 5,652 | 2.35% | 2.35% | 238 | +93 | 0.77% | Q1 2026 | Apr 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 12,154 | 5,629 | 0.05% | 0.05% | 239 | +22 | 0.18% | Q1 2026 | May 11, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 11,972 | 5,545 | 1.11% | 1.17% | 240 | -59 | -0.49% | Q1 2026 | May 14, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 11,850 | 5,488 | 0.47% | 0.81% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFG Advisors, LLC | History | Reduced | 11,785 | 5,458 | 0.89% | 0.97% | 242 | -311 | -2.57% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 11,713 | 5,425 | 0.37% | 0.4% | 243 | -270 | -2.25% | Q1 2026 | Apr 21, 2026 |
| BIRINYI ASSOCIATES INC | History | Reduced | 11,521 | 5,336 | 1.45% | 1.45% | 244 | -524 | -4.35% | Q1 2026 | May 04, 2026 |
| PKS Advisory Services, LLC | History | Added to | 11,199 | 5,187 | 1.21% | 1.17% | 245 | +529 | 4.96% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Reduced | 11,185 | 5,180 | 0.3% | 0.31% | 246 | -107 | -0.95% | Q1 2026 | May 04, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 11,180 | 5,178 | 0.02% | 0.03% | 247 | -6,231 | -35.79% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | New | 11,111 | 5,146 | 0.21% | — | 248 | +11,111 | New | Q1 2026 | May 14, 2026 |
| Narwhal Capital Management | History | No change | 11,080 | 5,132 | 0.38% | 0.39% | 249 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIG BROKERAGE, LP | History | Added to | 11,050 | 5,118 | 0.14% | 0.06% | 250 | +7,250 | 190.79% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 11,180 | 5,101 | 0.02% | 0.02% | 251 | +676 | 6.44% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 10,890 | 5,044 | 0.21% | 0.24% | 252 | -136 | -1.23% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,854 | 5,027 | 0.02% | 0.01% | 253 | +2,344 | 27.54% | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 10,811 | 5,007 | 0.48% | 0.52% | 254 | -639 | -5.58% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Reduced | 10,737 | 4,973 | 0.14% | 0.17% | 255 | -1,746 | -13.99% | Q1 2026 | May 04, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 10,627 | 4,922 | 0.16% | 0.17% | 256 | -12 | -0.11% | Q1 2026 | May 14, 2026 |
| AtlasMark Financial, Inc | History | No change | 10,200 | 4,901 | 3.17% | 3.17% | 257 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 10,527 | 4,875 | 0.01% | 0.01% | 258 | +182 | 1.76% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 10,380 | 4,807 | 0.87% | 0.93% | 259 | +152 | 1.49% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 10,354 | 4,795 | 0.05% | 0.06% | 260 | -348 | -3.25% | Q1 2026 | Apr 16, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 10,193 | 4,731 | 4.25% | 4.2% | 261 | +1,096 | 12.05% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 10,186 | 4,718 | 0.28% | 0.29% | 262 | -76 | -0.74% | Q1 2026 | May 12, 2026 |
| Capital Advisor Network LLC | History | New | 10,160 | 4,706 | 5.53% | — | 263 | +10,160 | New | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,158 | 4,705 | 0.21% | 0.21% | 264 | +521 | 5.41% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,150 | 4,701 | 0.01% | 0.01% | 265 | -666 | -6.16% | Q1 2026 | May 15, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 9,965 | 4,615 | 1.88% | 2.28% | 266 | -1,237 | -11.04% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Added to | 9,915 | 4,592 | 0.01% | 0.01% | 267 | +647 | 6.98% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 9,198 | 4,561 | 0.75% | 0.85% | 268 | -1,164 | -11.23% | Q1 2026 | May 08, 2026 |
| DMKC Advisory Services, LLC | History | No change | 9,828 | 4,552 | 1.9% | 2.07% | 269 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 9,790 | 4,534 | 0.05% | 0.06% | 270 | -568 | -5.48% | Q1 2026 | May 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 9,682 | 4,484 | 2.5% | 2.47% | 271 | +200 | 2.11% | Q1 2026 | Apr 14, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 9,454 | 4,378 | 1.98% | 1.92% | 272 | +495 | 5.53% | Q1 2026 | May 13, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 9,096 | 4,371 | 6.63% | 6.63% | 273 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| EFG International AG | History | Added to | 9,408 | 4,357 | 0.09% | 0.09% | 274 | +238 | 2.6% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 9,367 | 4,338 | 0.36% | 0.43% | 275 | -845 | -8.27% | Q1 2026 | May 05, 2026 |
| Northern Financial Advisors Inc | History | Added to | 9,317 | 4,315 | 3.15% | 4.49% | 276 | +1,139 | 13.93% | Q1 2026 | Apr 28, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 290,066 | 4,269 | 0.07% | — | 277 | +290,066 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 9,209 | 4,265 | 0.16% | 0.2% | 278 | -6 | -0.07% | Q1 2026 | May 19, 2026 |
| Wealthfront Advisers LLC | History | Added to | 9,199 | 4,260 | 0.01% | 0.01% | 279 | +1,100 | 13.58% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,949 | 4,165 | 0.29% | 0.29% | 280 | +67 | 0.75% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Reduced | 8,879 | 4,112 | 0.02% | 0.02% | 281 | -100 | -1.11% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 8,844 | 4,096 | 0.11% | 0.09% | 282 | +674 | 8.25% | Q1 2026 | Apr 21, 2026 |
| Compound Planning, Inc. | History | Added to | 8,797 | 4,074 | 0.12% | 0.12% | 283 | +344 | 4.07% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 8,721 | 4,039 | 0.03% | 0.06% | 284 | -15,279 | -63.66% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8,264 | 3,971 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lewis Asset Management, LLC | History | Added to | 8,520 | 3,946 | 1.61% | 1.66% | 286 | +30 | 0.35% | Q1 2026 | Apr 21, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 8,500 | 3,937 | 1.31% | 2.0% | 287 | -2,900 | -25.44% | Q1 2026 | May 12, 2026 |
| Tufton Capital Management | History | Reduced | 8,454 | 3,915 | 0.71% | 0.73% | 288 | -217 | -2.5% | Q1 2026 | May 12, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 8,338 | 3,870 | 0.78% | 1.62% | 289 | -1,171 | -12.31% | Q1 2026 | May 08, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 8,346 | 3,865 | 1.44% | 0.37% | 290 | +6,263 | 300.67% | Q1 2026 | May 18, 2026 |
| CIBC Bancorp USA Inc. | History | New | 8,303 | 3,845 | 0.01% | — | 291 | +8,303 | New | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 8,297 | 3,843 | 0.02% | 0.02% | 292 | -223 | -2.62% | Q1 2026 | May 15, 2026 |
| Fortune 45 LLC | History | Added to | 8,264 | 3,827 | 1.86% | 1.91% | 293 | +23 | 0.28% | Q1 2026 | Apr 28, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 8,228 | 3,811 | 0.96% | 0.97% | 294 | +407 | 5.2% | Q1 2026 | Apr 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,185 | 3,791 | 0.02% | 0.02% | 295 | +34 | 0.42% | Q1 2026 | May 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 8,113 | 3,757 | 0.95% | 0.89% | 296 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 8,077 | 3,741 | 0.03% | 0.03% | 297 | +468 | 6.15% | Q1 2026 | May 01, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 8,022 | 3,715 | 0.43% | 0.34% | 298 | +1,924 | 31.55% | Q1 2026 | May 14, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 7,984 | 3,698 | 1.53% | 1.34% | 299 | +1,038 | 14.94% | Q1 2026 | May 07, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 7,951 | 3,682 | 1.98% | 1.99% | 300 | +28 | 0.35% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 7,907 | 3,662 | 0.02% | 0.02% | 301 | +40 | 0.51% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 7,881 | 3,650 | 0.39% | 0.06% | 302 | +6,696 | 565.06% | Q1 2026 | May 13, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 7,752 | 3,590 | 0.57% | 0.58% | 303 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,738 | 3,584 | 0.07% | 0.07% | 304 | -75 | -0.96% | Q1 2026 | Apr 17, 2026 |
| Autumn Glory Partners, LLC | History | No change | 7,588 | 3,514 | 1.29% | 1.28% | 305 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 7,576 | 3,508 | 0.05% | 0.05% | 306 | -554 | -6.81% | Q1 2026 | May 01, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 7,568 | 3,505 | 0.83% | 0.88% | 307 | -26 | -0.34% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,548 | 3,496 | 0.08% | 0.08% | 308 | +506 | 7.19% | Q1 2026 | May 11, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,197 | 3,488 | 0.21% | 0.22% | 309 | +239 | 3.43% | Q1 2026 | Apr 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 7,484 | 3,466 | 0.22% | 0.22% | 310 | +245 | 3.38% | Q1 2026 | May 15, 2026 |
| Greenfield Savings Bank | History | Added to | 7,427 | 3,440 | 1.47% | 1.5% | 311 | +13 | 0.18% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Added to | 7,396 | 3,425 | 0.07% | 0.07% | 312 | +692 | 10.32% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,302 | 3,382 | 0.12% | 0.13% | 313 | -205 | -2.73% | Q1 2026 | Apr 07, 2026 |
| Ruggiero Investments, Inc. | History | Added to | 7,283 | 3,373 | 3.26% | 3.03% | 314 | +293 | 4.19% | Q1 2026 | May 12, 2026 |
| Caldwell Trust Co | History | Reduced | 7,266 | 3,365 | 0.3% | 0.31% | 315 | -6 | -0.08% | Q1 2026 | Apr 22, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 7,215 | 3,347 | 0.68% | 0.84% | 316 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,091 | 3,284 | 0.21% | 0.21% | 317 | +419 | 6.28% | Q1 2026 | Apr 15, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 6,668 | 3,204 | 0.29% | 0.29% | 318 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 6,868 | 3,181 | 0.27% | 0.22% | 319 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,830 | 3,164 | 0.61% | 0.46% | 320 | +2,110 | 44.7% | Q1 2026 | May 14, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 6,814 | 3,156 | 0.74% | 0.98% | 321 | -1,950 | -22.25% | Q1 2026 | Apr 23, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 6,813 | 3,155 | 2.09% | 2.09% | 322 | -22 | -0.32% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 6,693 | 3,100 | 0.15% | 0.13% | 323 | +1,022 | 18.02% | Q1 2026 | May 05, 2026 |
| Osbon Capital Management LLC | History | Added to | 6,674 | 3,091 | 2.52% | 1.26% | 324 | +3,873 | 138.27% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,669 | 3,088 | 0.02% | 0.02% | 325 | +555 | 9.08% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,654 | 3,082 | 0.04% | 0.03% | 326 | +2,045 | 44.37% | Q1 2026 | May 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 6,695 | 3,056 | 0.02% | 0.05% | 327 | -8,911 | -57.1% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,595 | 3,054 | 0.07% | 0.09% | 328 | -1,367 | -17.17% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 6,568 | 3,042 | 0.01% | 0.01% | 329 | -209 | -3.08% | Q1 2026 | May 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 6,565 | 3,041 | 0.24% | 0.22% | 330 | +539 | 8.94% | Q1 2026 | May 13, 2026 |
| Objective Capital Management, LLC | History | Added to | 6,529 | 3,024 | 3.05% | 2.98% | 331 | +440 | 7.23% | Q1 2026 | May 04, 2026 |
| Callan Family Office, LLC | History | Reduced | 6,513 | 3,016 | 0.07% | 0.14% | 332 | -6,711 | -50.75% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 6,494 | 3,007 | 0.35% | 0.08% | 333 | +5,261 | 426.68% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 6,480 | 3,001 | 0.48% | 0.43% | 334 | -110 | -1.67% | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 6,457 | 2,991 | 0.27% | — | 335 | +6,457 | New | Q1 2026 | Apr 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 6,340 | 2,936 | 0.2% | 0.21% | 336 | -559 | -8.1% | Q1 2026 | May 21, 2026 |
| Asset Dedication, LLC | History | No change | 6,068 | 2,916 | 0.19% | 0.19% | 337 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 6,297 | 2,916 | 0.35% | 0.36% | 338 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BigSur Wealth Management LLC | History | No change | 6,169 | 2,863 | 0.8% | 0.72% | 339 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,098 | 2,830 | 0.27% | 0.29% | 340 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 6,046 | 2,800 | 0.15% | 0.13% | 341 | -34 | -0.56% | Q1 2026 | Apr 28, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 6,027 | 2,791 | 0.09% | 0.09% | 342 | -841 | -12.25% | Q1 2026 | May 18, 2026 |
| PFG Investments, LLC | History | Added to | 6,025 | 2,790 | 0.13% | 0.1% | 343 | +1,586 | 35.73% | Q1 2026 | Apr 27, 2026 |
| Constant Guidance Financial LLC | History | New | 5,969 | 2,764 | 1.91% | — | 344 | +5,969 | New | Q1 2026 | May 15, 2026 |
| St. Clair Advisors, LLC | History | No change | 5,869 | 2,718 | 0.72% | 0.73% | 345 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Keystone Financial Group | History | Reduced | 5,850 | 2,709 | 0.19% | 0.22% | 346 | -359 | -5.78% | Q1 2026 | May 13, 2026 |
| Crumly & Associates Inc. | History | No change | 5,844 | 2,706 | 0.57% | 0.59% | 347 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,839 | 2,704 | 0.05% | 0.05% | 348 | +910 | 18.46% | Q1 2026 | May 11, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 5,833 | 2,701 | 1.54% | 1.59% | 349 | -22 | -0.38% | Q1 2026 | May 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 5,803 | 2,687 | 0.19% | 0.2% | 350 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Miller Investment Management, LP | History | No change | 5,717 | 2,648 | 0.26% | 0.27% | 351 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5,699 | 2,640 | 0.3% | 0.31% | 352 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5,681 | 2,631 | 0.07% | 0.07% | 353 | -80 | -1.39% | Q1 2026 | Apr 27, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 5,667 | 2,624 | 2.22% | 2.34% | 354 | -628 | -9.98% | Q1 2026 | Apr 17, 2026 |
| MLP3, LLC | History | Added to | 5,638 | 2,611 | 2.88% | 2.96% | 355 | +5 | 0.09% | Q1 2026 | Apr 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,563 | 2,576 | 0.12% | 0.12% | 356 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hudock, Inc. | History | Added to | 5,472 | 2,534 | 0.37% | 0.39% | 357 | +32 | 0.59% | Q1 2026 | May 13, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 5,424 | 2,512 | 1.97% | 2.15% | 358 | -81 | -1.47% | Q1 2026 | Apr 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,203 | 2,500 | 0.0% | 0.0% | 359 | +155 | 3.07% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5,333 | 2,470 | 0.16% | 0.17% | 360 | -109 | -2.0% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 5,302 | 2,455 | 0.83% | 1.06% | 361 | -1,552 | -22.64% | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 5,252 | 2,432 | 0.08% | 0.07% | 362 | +709 | 15.61% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,248 | 2,430 | 0.01% | 0.01% | 363 | -197 | -3.62% | Q1 2026 | Apr 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 5,248 | 2,430 | 0.33% | 0.37% | 364 | -161 | -2.98% | Q1 2026 | Apr 14, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 5,173 | 2,396 | 0.31% | 0.34% | 365 | -25 | -0.48% | Q1 2026 | Apr 27, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 5,151 | 2,385 | 0.96% | 0.94% | 366 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 5,074 | 2,350 | 2.36% | 3.01% | 367 | -1,128 | -18.19% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,072 | 2,349 | 0.13% | 0.14% | 368 | +3 | 0.06% | Q1 2026 | Apr 24, 2026 |
| SouthState Bank Corp | History | Added to | 5,053 | 2,340 | 0.11% | 0.11% | 369 | +28 | 0.56% | Q1 2026 | May 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 5,049 | 2,338 | 0.24% | 0.26% | 370 | +1 | 0.02% | Q1 2026 | Apr 08, 2026 |
| StoneX Group Inc. | History | Reduced | 5,042 | 2,337 | 0.13% | 0.14% | 371 | -1,454 | -22.38% | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 5,014 | 2,322 | 1.49% | 0.93% | 372 | +1,964 | 64.39% | Q1 2026 | May 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 5,004 | 2,317 | 1.04% | 1.08% | 373 | +58 | 1.17% | Q1 2026 | Apr 24, 2026 |
| American State Bank (Iowa) | History | No change | 4,992 | 2,312 | 1.11% | 1.15% | 374 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 4,954 | 2,294 | 0.26% | 0.27% | 375 | +83 | 1.7% | Q1 2026 | May 15, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 4,950 | 2,291 | 0.46% | 0.46% | 376 | -30 | -0.6% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 5,034 | 2,285 | 0.07% | 0.07% | 377 | -102 | -1.99% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,845 | 2,244 | 0.04% | 0.01% | 378 | +3,278 | 209.19% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,829 | 2,236 | 0.01% | 0.01% | 379 | -23 | -0.47% | Q1 2026 | Apr 24, 2026 |
| Leo Wealth, LLC | History | Reduced | 4,827 | 2,235 | 0.16% | 0.17% | 380 | -25 | -0.52% | Q1 2026 | May 05, 2026 |
| SMITH, MOORE & CO. | History | Added to | 4,816 | 2,230 | 0.16% | 0.17% | 381 | +182 | 3.93% | Q1 2026 | May 05, 2026 |
| SAGE ADVISORS, LLC | History | No change | 4,631 | 2,225 | 1.48% | 1.48% | 382 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 4,798 | 2,222 | 0.7% | 0.76% | 383 | -132 | -2.68% | Q1 2026 | May 08, 2026 |
| GreatBanc Trust CO | History | No change | 4,740 | 2,195 | 1.54% | 1.6% | 384 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,706 | 2,180 | 0.06% | 0.06% | 385 | -60 | -1.26% | Q1 2026 | May 14, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 4,657 | 2,157 | 1.87% | 2.2% | 386 | -597 | -11.36% | Q1 2026 | Apr 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 4,633 | 2,150 | 0.78% | 0.68% | 387 | +447 | 10.68% | Q1 2026 | May 12, 2026 |
| Net Worth Advisory Group | History | Reduced | 4,599 | 2,130 | 0.44% | 0.46% | 389 | -103 | -2.19% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | No change | 4,594 | 2,130 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 4,598 | 2,130 | 0.29% | 0.28% | 390 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Second Half Financial Partners, LLC | History | Reduced | 4,589 | 2,125 | 0.96% | 0.99% | 391 | -59 | -1.27% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 4,579 | 2,121 | 0.07% | 0.07% | 392 | +225 | 5.17% | Q1 2026 | Apr 22, 2026 |
| SNS Financial Group, LLC | History | Reduced | 4,565 | 2,118 | 0.18% | 0.2% | 393 | -144 | -3.06% | Q1 2026 | Apr 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,572 | 2,117 | 0.01% | — | 394 | +4,572 | New | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | No change | 4,564 | 2,114 | 0.04% | 0.05% | 395 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK HAPOALIM BM | History | Added to | 4,543 | 2,104 | 0.32% | 0.18% | 396 | +261 | 6.1% | Q1 2026 | May 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 4,534 | 2,104 | 0.06% | 0.06% | 397 | -104 | -2.24% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 4,463 | 2,071 | 0.04% | 0.03% | 398 | +717 | 19.14% | Q1 2026 | May 14, 2026 |
| Secure Asset Management, LLC | History | Reduced | 4,431 | 2,052 | 0.32% | 0.42% | 399 | -1,186 | -21.11% | Q1 2026 | Apr 09, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 4,381 | 2,029 | 0.57% | 0.6% | 400 | -159 | -3.5% | Q1 2026 | Apr 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,348 | 2,014 | 0.22% | 0.21% | 401 | +149 | 3.55% | Q1 2026 | Apr 28, 2026 |
| Arvest Bank Trust Division | History | Reduced | 4,338 | 2,009 | 0.11% | 0.12% | 402 | -146 | -3.26% | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | Added to | 4,332 | 2,006 | 0.24% | 0.25% | 403 | +4 | 0.09% | Q1 2026 | Apr 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 4,238 | 1,962 | 0.04% | 0.04% | 404 | +98 | 2.37% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,203 | 1,946 | 0.12% | 0.6% | 405 | -21,531 | -83.67% | Q1 2026 | Apr 28, 2026 |
| Bedminster, LLC | History | Reduced | 4,196 | 1,943 | 1.81% | 1.99% | 406 | -312 | -6.92% | Q1 2026 | Apr 24, 2026 |
| Sage Capital Management, LLC | History | Added to | 4,174 | 1,934 | 0.91% | 0.93% | 407 | +8 | 0.19% | Q1 2026 | Apr 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 4,175 | 1,933 | 0.45% | 0.46% | 408 | +5 | 0.12% | Q1 2026 | Apr 17, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 4,165 | 1,929 | 0.23% | 0.24% | 409 | -70 | -1.65% | Q1 2026 | Apr 21, 2026 |
| Apriem Advisors | History | No change | 4,150 | 1,922 | 0.18% | 0.18% | 410 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 4,133 | 1,914 | 0.08% | 0.08% | 411 | +255 | 6.58% | Q1 2026 | Apr 30, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 4,134 | 1,914 | 0.32% | 0.34% | 412 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 4,106 | 1,901 | 1.06% | 1.1% | 413 | -464 | -10.15% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 4,099 | 1,898 | 0.06% | 0.06% | 414 | +57 | 1.41% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 4,069 | 1,888 | 0.38% | 0.41% | 415 | +155 | 3.96% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 4,062 | 1,881 | 0.03% | 0.03% | 416 | -108 | -2.59% | Q1 2026 | Apr 17, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 4,054 | 1,877 | 1.96% | 1.92% | 417 | -11 | -0.27% | Q1 2026 | Apr 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,045 | 1,873 | 0.07% | 0.07% | 418 | -286 | -6.6% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,869 | 1,859 | 0.03% | 0.03% | 419 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ashford Advisors, LLC | History | No change | 4,000 | 1,856 | 0.43% | 0.42% | 420 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | No change | 4,000 | 1,856 | 1.75% | 1.77% | 421 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 4,000 | 1,852 | 0.01% | — | 422 | +4,000 | New | Q1 2026 | May 14, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 3,951 | 1,830 | 0.1% | 0.1% | 423 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 3,929 | 1,820 | 0.27% | 0.28% | 424 | +172 | 4.58% | Q1 2026 | Apr 21, 2026 |
| Grandview Asset Management LLC | History | Reduced | 3,863 | 1,789 | 0.52% | 0.54% | 425 | -240 | -5.85% | Q1 2026 | May 07, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 3,860 | 1,787 | 0.85% | 0.87% | 426 | -21 | -0.54% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 3,857 | 1,786 | 0.03% | 0.01% | 427 | +3,140 | 437.94% | Q1 2026 | May 12, 2026 |
| Optivise Advisory Services LLC | History | Added to | 3,842 | 1,779 | 1.08% | 0.99% | 428 | +268 | 7.5% | Q1 2026 | Apr 15, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 3,977 | 1,770 | 0.02% | 0.02% | 429 | -459 | -10.35% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 3,820 | 1,769 | 0.09% | 0.12% | 430 | -333 | -8.02% | Q1 2026 | Apr 16, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,798 | 1,759 | 0.08% | 0.09% | 431 | -610 | -13.84% | Q1 2026 | May 08, 2026 |
| Kaizen Financial Strategies | History | Reduced | 3,621 | 1,758 | 0.74% | 0.87% | 432 | -471 | -11.51% | Q1 2026 | May 01, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 3,771 | 1,746 | 0.41% | 0.42% | 434 | -36 | -0.95% | Q1 2026 | May 08, 2026 |
| Roundview Capital LLC | History | Reduced | 3,770 | 1,746 | 0.11% | 0.11% | 433 | -25 | -0.66% | Q1 2026 | May 08, 2026 |
| Gallacher Capital Management LLC | History | Added to | 3,763 | 1,742 | 0.67% | 0.69% | 435 | +48 | 1.29% | Q1 2026 | May 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,744 | 1,734 | 0.1% | 0.11% | 436 | -14 | -0.37% | Q1 2026 | Apr 29, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 3,741 | 1,732 | 0.6% | 0.7% | 438 | -442 | -10.57% | Q1 2026 | Apr 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,740 | 1,732 | 0.02% | 0.02% | 437 | +30 | 0.81% | Q1 2026 | May 01, 2026 |
| RMR Wealth Builders | History | Reduced | 3,725 | 1,725 | 0.14% | 0.16% | 439 | -557 | -13.01% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,724 | 1,724 | 0.02% | 0.02% | 440 | +191 | 5.41% | Q1 2026 | May 12, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 3,724 | 1,724 | 1.08% | 1.07% | 441 | +14 | 0.38% | Q1 2026 | Apr 28, 2026 |
| Purus Wealth Management, LLC | History | Added to | 3,716 | 1,721 | 0.55% | 0.55% | 442 | +40 | 1.09% | Q1 2026 | Apr 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 3,711 | 1,718 | 0.0% | 0.0% | 443 | -6 | -0.16% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 3,476 | 1,717 | 0.03% | 0.03% | 444 | +575 | 19.82% | Q1 2026 | Apr 20, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 3,700 | 1,713 | 0.05% | 0.04% | 445 | +700 | 23.33% | Q1 2026 | Apr 16, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 3,683 | 1,706 | 0.24% | 0.29% | 446 | -44 | -1.18% | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,683 | 1,705 | 0.04% | 0.05% | 447 | -44 | -1.18% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 3,674 | 1,701 | 0.02% | 0.02% | 448 | +910 | 32.92% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,760 | 1,699 | 0.11% | 0.12% | 449 | -1,454 | -27.89% | Q1 2026 | Apr 24, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 3,645 | 1,688 | 1.42% | 1.28% | 450 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CV Advisors LLC | History | Reduced | 3,631 | 1,681 | 0.46% | 0.45% | 451 | -43 | -1.17% | Q1 2026 | May 01, 2026 |
| Sovran Advisors, LLC | History | Added to | 3,330 | 1,653 | 0.13% | 0.13% | 452 | +172 | 5.45% | Q1 2026 | May 01, 2026 |
| Aull & Monroe Investment Management Corp | History | Reduced | 3,542 | 1,640 | 0.76% | 0.92% | 453 | -273 | -7.16% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | Reduced | 3,536 | 1,637 | 0.12% | 0.31% | 454 | -450 | -11.29% | Q1 2026 | Apr 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 3,525 | 1,632 | 0.18% | 0.18% | 455 | +30 | 0.86% | Q1 2026 | Apr 22, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 3,519 | 1,629 | 0.23% | 0.24% | 456 | -51 | -1.43% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,489 | 1,616 | 0.08% | 0.13% | 457 | -2,522 | -41.96% | Q1 2026 | May 18, 2026 |
| Heritage Investment Group, Inc. | History | No change | 3,480 | 1,611 | 0.24% | 0.25% | 458 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,467 | 1,605 | 0.03% | — | 460 | +3,467 | New | Q1 2026 | Apr 27, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 3,466 | 1,605 | 0.09% | 0.09% | 459 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | Reduced | 3,460 | 1,602 | 0.1% | 0.11% | 461 | -323 | -8.54% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,445 | 1,595 | 0.02% | 0.01% | 462 | +1,746 | 102.77% | Q1 2026 | May 08, 2026 |
| Sharper & Granite LLC | History | Reduced | 3,440 | 1,593 | 0.54% | 0.61% | 463 | -190 | -5.23% | Q1 2026 | Apr 08, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 3,425 | 1,586 | 1.52% | 1.48% | 464 | +161 | 4.93% | Q1 2026 | May 06, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 3,419 | 1,583 | 0.02% | 0.02% | 465 | +2 | 0.06% | Q1 2026 | May 15, 2026 |
| Auxano Advisors, LLC | History | No change | 3,414 | 1,581 | 0.32% | 0.32% | 466 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vontobel Holding Ltd. | History | Added to | 3,352 | 1,552 | 0.01% | 0.0% | 467 | +1,526 | 83.57% | Q1 2026 | May 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 3,343 | 1,548 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cambridge Advisors Inc. | History | No change | 3,336 | 1,545 | 0.3% | 0.31% | 469 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 3,327 | 1,541 | 0.4% | 0.43% | 470 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MidFirst Bank | History | No change | 3,319 | 1,537 | 0.13% | 0.13% | 471 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,314 | 1,535 | 0.05% | 0.05% | 472 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 3,300 | 1,531 | 0.08% | 0.09% | 473 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FWG Holdings, LLC | History | No change | 3,281 | 1,531 | 0.58% | 0.67% | 474 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 3,305 | 1,530 | 0.12% | 0.12% | 475 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,300 | 1,528 | 0.59% | 0.58% | 476 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rydar Equities, Inc. | History | Reduced | 3,297 | 1,527 | 1.18% | 1.31% | 477 | -204 | -5.83% | Q1 2026 | Apr 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 3,295 | 1,526 | 0.34% | 0.35% | 478 | -23 | -0.69% | Q1 2026 | May 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 3,279 | 1,518 | 0.04% | 0.04% | 479 | +40 | 1.23% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 3,253 | 1,506 | 0.02% | 0.02% | 480 | -435 | -11.8% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,235 | 1,498 | 0.02% | 0.02% | 481 | +50 | 1.57% | Q1 2026 | May 06, 2026 |
| Northern Capital Management, Inc. | History | Added to | 3,234 | 1,497 | 0.75% | 0.77% | 482 | +211 | 6.98% | Q1 2026 | May 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 3,225 | 1,493 | 0.25% | 0.25% | 483 | +154 | 5.01% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,217 | 1,490 | 0.03% | 0.03% | 484 | +416 | 14.85% | Q1 2026 | Apr 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 3,200 | 1,482 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Reduced | 3,188 | 1,476 | 0.23% | 0.24% | 486 | -77 | -2.36% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,167 | 1,466 | 0.01% | 0.03% | 487 | -5,549 | -63.66% | Q1 2026 | May 13, 2026 |
| XML Financial, LLC | History | Reduced | 3,164 | 1,465 | 0.12% | 0.13% | 488 | -63 | -1.95% | Q1 2026 | Apr 16, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 3,161 | 1,464 | 0.11% | 0.12% | 489 | +177 | 5.93% | Q1 2026 | Apr 22, 2026 |
| Gotham Asset Management, LLC | History | Added to | 3,088 | 1,430 | 0.0% | 0.0% | 490 | +588 | 23.52% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Added to | 3,087 | 1,429 | 0.0% | 0.0% | 491 | +1,771 | 134.57% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,070 | 1,422 | 0.1% | 0.11% | 492 | -24 | -0.78% | Q1 2026 | May 05, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 3,044 | 1,410 | 0.1% | 0.09% | 493 | +227 | 8.06% | Q1 2026 | May 05, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 3,038 | 1,407 | 0.33% | 0.34% | 494 | +7 | 0.23% | Q1 2026 | Apr 17, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | No change | 3,029 | 1,403 | 0.56% | 0.57% | 495 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 3,015 | 1,396 | 0.09% | 0.09% | 496 | +10 | 0.33% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 3,015 | 1,396 | 0.91% | 0.59% | 497 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,006 | 1,392 | 0.02% | 0.02% | 498 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 3,004 | 1,391 | 0.24% | 0.23% | 499 | +178 | 6.3% | Q1 2026 | Apr 17, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 2,992 | 1,385 | 0.2% | 0.19% | 500 | +215 | 7.74% | Q1 2026 | Apr 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 2,975 | 1,377 | 0.02% | 0.02% | 501 | +764 | 34.55% | Q1 2026 | May 11, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 2,971 | 1,376 | 0.27% | 0.31% | 502 | -18 | -0.6% | Q1 2026 | May 01, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 2,969 | 1,375 | 0.08% | 0.09% | 503 | -15 | -0.5% | Q1 2026 | May 05, 2026 |
| CRA Financial Services, LLC | History | No change | 2,963 | 1,372 | 0.18% | 0.19% | 504 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,938 | 1,360 | 0.08% | 0.06% | 505 | +752 | 34.4% | Q1 2026 | May 13, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | No change | 2,920 | 1,352 | 0.68% | 0.71% | 506 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Eagle Capital Management, LLC | History | No change | 2,915 | 1,350 | 0.53% | 0.51% | 507 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 2,905 | 1,345 | 0.02% | 0.02% | 508 | +16 | 0.55% | Q1 2026 | Apr 10, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 2,899 | 1,342 | 0.07% | 0.08% | 509 | -104 | -3.46% | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 2,701 | 1,340 | 0.02% | 0.02% | 510 | +112 | 4.33% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,891 | 1,339 | 0.01% | 0.02% | 511 | +45 | 1.58% | Q1 2026 | May 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,855 | 1,322 | 0.04% | 0.05% | 512 | -86 | -2.92% | Q1 2026 | May 11, 2026 |
| Aspen Capital Management, LLC | History | No change | 2,850 | 1,320 | 0.33% | 0.34% | 513 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,833 | 1,312 | 0.04% | 0.05% | 515 | -490 | -14.75% | Q1 2026 | Apr 08, 2026 |
| First City Capital Management, Inc. | History | Reduced | 2,834 | 1,312 | 0.7% | 0.72% | 514 | -2 | -0.07% | Q1 2026 | Apr 17, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 2,831 | 1,311 | 0.36% | 0.37% | 516 | -31 | -1.08% | Q1 2026 | May 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,827 | 1,309 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 2,816 | 1,304 | 0.0% | 0.0% | 518 | +90 | 3.3% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,810 | 1,301 | 0.03% | 0.03% | 519 | -4 | -0.14% | Q1 2026 | May 14, 2026 |
| Stonebrook Private Inc. | History | Reduced | 2,808 | 1,300 | 0.28% | 0.28% | 520 | -9 | -0.32% | Q1 2026 | May 11, 2026 |
| American Alpha Advisors, LLC | History | Added to | 2,801 | 1,297 | 0.69% | 0.78% | 522 | +60 | 2.19% | Q1 2026 | May 14, 2026 |
| First PREMIER Bank | History | No change | 2,800 | 1,297 | 0.3% | 0.31% | 521 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 2,788 | 1,291 | 0.69% | 0.73% | 523 | -112 | -3.86% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 2,785 | 1,289 | 0.17% | 0.19% | 524 | -13 | -0.46% | Q1 2026 | Apr 15, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 2,782 | 1,288 | 0.54% | 0.53% | 525 | +145 | 5.5% | Q1 2026 | Apr 23, 2026 |
| Bannerstone Capital Management, LLC | History | New | 2,772 | 1,283 | 1.19% | — | 526 | +2,772 | New | Q1 2026 | May 11, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 2,769 | 1,282 | 0.37% | 0.55% | 527 | -1,239 | -30.91% | Q1 2026 | Apr 17, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 2,726 | 1,262 | 0.35% | — | 528 | +2,726 | New | Q1 2026 | Apr 09, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 2,721 | 1,260 | 0.59% | 1.08% | 529 | -2,383 | -46.69% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Added to | 2,713 | 1,256 | 0.14% | 0.14% | 531 | +89 | 3.39% | Q1 2026 | May 04, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 2,712 | 1,256 | 0.06% | 0.06% | 530 | +67 | 2.53% | Q1 2026 | Apr 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 2,520 | 1,254 | 0.03% | 0.05% | 532 | -1 | -0.04% | Q1 2026 | May 14, 2026 |
| Financial Life Planners | History | Reduced | 2,703 | 1,252 | 0.96% | 0.99% | 533 | -179 | -6.21% | Q1 2026 | Apr 24, 2026 |
| GM Advisory Group, LLC | History | Added to | 2,689 | 1,245 | 0.05% | 0.05% | 534 | +100 | 3.86% | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,690 | 1,245 | 0.15% | 0.16% | 535 | -25 | -0.92% | Q1 2026 | May 05, 2026 |
| CERTUITY, LLC | History | Reduced | 2,712 | 1,237 | 0.08% | 0.11% | 536 | -1,009 | -27.12% | Q1 2026 | May 11, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 2,664 | 1,233 | 0.63% | 0.86% | 537 | +4 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 2,656 | 1,230 | 0.4% | 0.37% | 538 | -177 | -6.25% | Q1 2026 | Apr 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,655 | 1,229 | 0.05% | — | 539 | +2,655 | New | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 2,632 | 1,219 | 0.05% | 0.06% | 540 | +140 | 5.62% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 2,454 | 1,214 | 0.03% | 0.03% | 541 | -38 | -1.52% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,619 | 1,213 | 0.01% | 0.01% | 542 | +101 | 4.01% | Q1 2026 | Apr 30, 2026 |
| QTR Family Wealth, LLC | History | Added to | 2,479 | 1,203 | 0.5% | 0.52% | 543 | +136 | 5.8% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,503 | 1,202 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Well Done, LLC | History | Added to | 2,594 | 1,201 | 0.18% | 0.18% | 545 | +25 | 0.97% | Q1 2026 | Apr 14, 2026 |
| Caprock Group, LLC | History | No change | 2,584 | 1,200 | 0.03% | 0.03% | 546 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,583 | 1,196 | 0.17% | 0.17% | 547 | +1 | 0.04% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,628 | 1,188 | 0.04% | 0.04% | 548 | +538 | 25.74% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 2,546 | 1,185 | 0.09% | 0.09% | 549 | -17 | -0.66% | Q1 2026 | Apr 27, 2026 |
| Tannin Capital LLC | History | Reduced | 2,556 | 1,183 | 0.86% | 1.18% | 550 | -203 | -7.36% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | No change | 2,543 | 1,177 | 0.02% | 0.02% | 551 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 2,543 | 1,177 | 0.29% | 0.3% | 552 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| 1ST SOURCE BANK | History | Reduced | 2,541 | 1,176 | 0.06% | 0.12% | 553 | -2,092 | -45.15% | Q1 2026 | May 04, 2026 |
| Rathbones Group PLC | History | Added to | 2,528 | 1,170 | 0.0% | 0.0% | 554 | +395 | 18.52% | Q1 2026 | May 12, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | New | 2,510 | 1,165 | 0.52% | — | 556 | +2,510 | New | Q1 2026 | May 11, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 2,517 | 1,165 | 0.04% | 0.01% | 555 | +1,987 | 374.91% | Q1 2026 | Apr 24, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 2,500 | 1,157 | 1.04% | 1.36% | 557 | -692 | -21.68% | Q1 2026 | Apr 29, 2026 |
| Advisor Resource Council | History | Reduced | 2,491 | 1,153 | 0.37% | 0.48% | 558 | -270 | -9.78% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Added to | 2,487 | 1,152 | 0.0% | 0.0% | 559 | +241 | 10.73% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Reduced | 2,481 | 1,149 | 0.19% | 0.38% | 561 | -2,306 | -48.17% | Q1 2026 | Apr 16, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,392 | 1,149 | 0.09% | 0.09% | 560 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 2,479 | 1,148 | 0.04% | 0.04% | 562 | -18 | -0.72% | Q1 2026 | May 07, 2026 |
| Stokes Family Office, LLC | History | Reduced | 2,476 | 1,146 | 0.12% | 0.16% | 563 | -1,150 | -31.72% | Q1 2026 | May 11, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 2,470 | 1,144 | 1.12% | 1.19% | 564 | -50 | -1.98% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,463 | 1,140 | 0.06% | 0.06% | 566 | +117 | 4.99% | Q1 2026 | Apr 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,462 | 1,140 | 0.06% | 0.06% | 565 | +27 | 1.11% | Q1 2026 | May 07, 2026 |
| Latitude Advisors, LLC | History | Added to | 2,457 | 1,138 | 0.52% | 0.51% | 567 | +21 | 0.86% | Q1 2026 | Apr 27, 2026 |
| Financial Alternatives, Inc | History | No change | 2,407 | 1,114 | 0.6% | 0.67% | 568 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 2,390 | 1,107 | 0.02% | 0.0% | 569 | +1,800 | 305.08% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,371 | 1,098 | 0.01% | 0.01% | 570 | -65 | -2.67% | Q1 2026 | May 11, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 2,337 | 1,086 | 0.24% | 0.25% | 571 | +3 | 0.13% | Q1 2026 | Apr 08, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 2,256 | 1,084 | 1.18% | 1.18% | 572 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,287 | 1,059 | 0.01% | 0.0% | 573 | -226 | -8.99% | Q1 2026 | Apr 29, 2026 |
| Maxele Advisors, LLC | History | No change | 2,206 | 1,059 | 0.86% | 0.86% | 574 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 2,275 | 1,053 | 0.02% | 0.02% | 575 | +33 | 1.47% | Q1 2026 | May 14, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 2,235 | 1,035 | 0.07% | — | 577 | +2,235 | New | Q1 2026 | May 05, 2026 |
| Beacon Bank & Trust | History | No change | 2,236 | 1,035 | 0.21% | 0.22% | 576 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 2,219 | 1,027 | 0.62% | 0.73% | 578 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| truNorth Financial Services, Inc. | History | No change | 2,215 | 1,026 | 1.06% | 1.15% | 579 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 2,214 | 1,025 | 0.06% | 0.09% | 581 | -917 | -29.29% | Q1 2026 | Apr 09, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 2,068 | 1,025 | 0.02% | 0.03% | 580 | -391 | -15.9% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,211 | 1,024 | 0.11% | 0.11% | 582 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quartz Partners, LLC | History | Added to | 2,208 | 1,022 | 0.39% | 0.37% | 583 | +118 | 5.65% | Q1 2026 | May 05, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,205 | 1,021 | 0.03% | 0.03% | 584 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 2,196 | 1,017 | 0.04% | 0.05% | 585 | +11 | 0.5% | Q1 2026 | May 13, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 2,191 | 1,015 | 0.06% | 0.07% | 586 | -234 | -9.65% | Q1 2026 | Apr 30, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,188 | 1,013 | 0.08% | 0.08% | 587 | -3 | -0.14% | Q1 2026 | Apr 10, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 2,176 | 1,008 | 0.16% | 0.13% | 589 | +501 | 29.91% | Q1 2026 | May 06, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 2,177 | 1,008 | 0.2% | 0.2% | 588 | +131 | 6.4% | Q1 2026 | May 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 2,174 | 1,006 | 0.11% | 0.12% | 590 | -25 | -1.14% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 2,161 | 1,000 | 0.07% | 0.02% | 591 | +1,560 | 259.57% | Q1 2026 | May 12, 2026 |
| Zhang Financial LLC | History | Reduced | 2,161 | 1,000 | 0.03% | 0.04% | 592 | -72 | -3.22% | Q1 2026 | May 06, 2026 |
| DRW Securities, LLC | History | New | 2,156 | 998 | 0.01% | — | 594 | +2,156 | New | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 2,078 | 998 | 0.02% | 0.02% | 593 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 2,153 | 996 | 0.07% | 0.09% | 595 | +122 | 6.01% | Q1 2026 | May 07, 2026 |
| BANK OF HAWAII | History | No change | 2,149 | 995 | 0.05% | 0.05% | 596 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Reduced | 2,122 | 983 | 0.16% | 0.19% | 597 | -382 | -15.26% | Q1 2026 | May 05, 2026 |
| Wealth Quarterback LLC | History | Reduced | 2,098 | 971 | 0.38% | 0.39% | 598 | -167 | -7.37% | Q1 2026 | Apr 09, 2026 |
| Midwest Trust Co | History | Reduced | 2,090 | 968 | 0.01% | 0.01% | 599 | -92 | -4.22% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Reduced | 2,080 | 967 | 0.03% | 0.06% | 600 | -1,874 | -47.4% | Q1 2026 | May 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Added to | 2,071 | 959 | 0.41% | 0.41% | 601 | +40 | 1.97% | Q1 2026 | May 01, 2026 |
| BANTA ASSET MANAGEMENT LP | History | Reduced | 2,054 | 951 | 0.96% | 0.92% | 602 | -40 | -1.91% | Q1 2026 | May 07, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 2,052 | 950 | 0.17% | 0.34% | 603 | -1,658 | -44.69% | Q1 2026 | May 14, 2026 |
| Ground Swell Capital, LLC | History | New | 2,049 | 949 | 1.87% | — | 605 | +2,049 | New | Q1 2026 | Apr 21, 2026 |
| Krilogy Financial LLC | History | Added to | 1,956 | 949 | 0.03% | 0.03% | 604 | +200 | 11.39% | Q1 2026 | Apr 17, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 2,023 | 937 | 0.17% | 0.21% | 606 | -330 | -14.02% | Q1 2026 | Apr 22, 2026 |
| Bawa N Mallick Trust | History | No change | 2,025 | 937 | 0.38% | 0.36% | 607 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Widmann Financial Services, Inc. | History | Reduced | 2,012 | 932 | 0.55% | 0.63% | 608 | -126 | -5.89% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,005 | 928 | 0.01% | 0.01% | 609 | +30 | 1.52% | Q1 2026 | May 08, 2026 |
| Drexel Morgan & Co. | History | No change | 2,000 | 926 | 0.14% | 0.15% | 610 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pegasus Asset Management, Inc. | History | Reduced | 1,975 | 914 | 0.29% | 0.3% | 611 | -22 | -1.1% | Q1 2026 | Apr 20, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 1,964 | 909 | 0.3% | 0.32% | 612 | -55 | -2.72% | Q1 2026 | May 04, 2026 |
| UNITED BANK | History | No change | 1,944 | 900 | 0.12% | 0.12% | 613 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 1,943 | 899 | 0.02% | 0.03% | 614 | -552 | -22.12% | Q1 2026 | May 08, 2026 |
| Oxinas Partners, LLC | History | Reduced | 1,934 | 895 | 0.41% | 0.46% | 615 | -50 | -2.52% | Q1 2026 | Apr 10, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 1,926 | 892 | 0.08% | 0.12% | 616 | -776 | -28.72% | Q1 2026 | Apr 20, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 1,914 | 886 | 0.06% | 0.03% | 617 | +898 | 88.39% | Q1 2026 | Apr 28, 2026 |
| Guardian Capital, LLC | History | Added to | 1,906 | 882 | 0.84% | 0.72% | 618 | +241 | 14.47% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Reduced | 1,904 | 881 | 0.11% | 0.16% | 620 | -729 | -27.69% | Q1 2026 | May 01, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 1,903 | 881 | 0.02% | 0.02% | 619 | +185 | 10.77% | Q1 2026 | May 13, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 1,796 | 877 | 0.26% | 0.34% | 621 | -394 | -17.99% | Q1 2026 | Apr 30, 2026 |
| MOTCO | History | No change | 1,893 | 876 | 0.08% | 0.08% | 622 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 1,890 | 875 | 0.19% | 0.19% | 623 | +1 | 0.05% | Q1 2026 | Apr 29, 2026 |
| Mosaic Advisors LLC | History | New | 1,771 | 871 | 1.3% | — | 624 | +1,771 | New | Q1 2026 | May 04, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 1,872 | 867 | 0.09% | 0.09% | 626 | -2 | -0.11% | Q1 2026 | Apr 15, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 1,873 | 867 | 0.16% | 0.16% | 625 | +1 | 0.05% | Q1 2026 | Apr 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 1,871 | 866 | 0.1% | 0.1% | 627 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Soundwatch Capital LLC | History | No change | 1,850 | 856 | 0.11% | 0.14% | 628 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 1,837 | 851 | 0.24% | 0.24% | 629 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Farmers National Bank | History | No change | 1,769 | 850 | 0.19% | 0.19% | 630 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| BAILARD, INC. | History | Reduced | 1,830 | 847 | 0.02% | 0.02% | 631 | -250 | -12.02% | Q1 2026 | May 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 1,822 | 843 | 0.08% | 0.07% | 632 | +350 | 23.78% | Q1 2026 | Apr 27, 2026 |
| Global Financial Private Client, LLC | History | No change | 1,821 | 843 | 0.28% | 0.31% | 633 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,812 | 839 | 0.07% | 0.09% | 634 | -281 | -13.43% | Q1 2026 | Apr 30, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 1,785 | 826 | 0.15% | 0.16% | 635 | -9 | -0.5% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 1,777 | 823 | 0.05% | 0.07% | 636 | -586 | -24.8% | Q1 2026 | Apr 27, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,771 | 820 | 0.03% | 0.03% | 637 | +4 | 0.23% | Q1 2026 | Apr 22, 2026 |
| Massar Capital Management, LP | History | New | 1,768 | 818 | 0.09% | — | 638 | +1,768 | New | Q1 2026 | May 15, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 1,762 | 816 | 0.11% | 0.11% | 639 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 1,763 | 816 | 0.1% | 0.1% | 640 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Founders Capital Management | History | Added to | 1,760 | 815 | 0.4% | 0.42% | 641 | +62 | 3.65% | Q1 2026 | Apr 21, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 1,759 | 814 | 0.05% | 0.05% | 642 | -88 | -4.76% | Q1 2026 | May 14, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 1,742 | 808 | 0.75% | 0.71% | 643 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,735 | 803 | 0.01% | 0.01% | 644 | +737 | 73.85% | Q1 2026 | May 07, 2026 |
| Peoples Bank/KS | History | Reduced | 1,722 | 797 | 0.8% | 0.86% | 645 | -64 | -3.58% | Q1 2026 | Apr 15, 2026 |
| Marex Group plc | History | New | 1,711 | 792 | 0.01% | — | 648 | +1,711 | New | Q1 2026 | May 13, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 1,710 | 792 | 0.1% | 0.11% | 646 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | No change | 1,712 | 792 | 0.01% | 0.01% | 647 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 1,708 | 791 | 0.13% | 0.14% | 649 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Reduced | 1,706 | 790 | 0.37% | 2.49% | 650 | -6,812 | -79.97% | Q1 2026 | Apr 15, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,699 | 787 | 0.09% | 0.03% | 651 | +1,067 | 168.83% | Q1 2026 | May 05, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 1,680 | 778 | 0.13% | 0.13% | 652 | +123 | 7.9% | Q1 2026 | Apr 21, 2026 |
| Argentarii, LLC | History | No change | 1,676 | 776 | 0.27% | 0.26% | 653 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 1,673 | 774 | 0.11% | 0.11% | 654 | -10 | -0.59% | Q1 2026 | May 04, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 1,657 | 767 | 0.4% | 0.42% | 655 | -10 | -0.6% | Q1 2026 | Apr 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,649 | 763 | 0.0% | 0.0% | 656 | -9,600 | -85.34% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1,646 | 762 | 0.6% | 0.63% | 657 | -18 | -1.08% | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 1,642 | 760 | 0.02% | 0.02% | 658 | -11 | -0.67% | Q1 2026 | May 07, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 1,634 | 756 | 0.28% | 0.26% | 660 | +126 | 8.36% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,624 | 756 | 0.04% | 0.04% | 659 | -67 | -3.96% | Q1 2026 | Apr 27, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 1,631 | 755 | 0.06% | 0.02% | 662 | +994 | 156.04% | Q1 2026 | Apr 06, 2026 |
| Glenview Trust Co | History | No change | 1,632 | 755 | 0.01% | 0.01% | 661 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 1,627 | 753 | 0.18% | 0.23% | 663 | -425 | -20.71% | Q1 2026 | Apr 10, 2026 |
| True North Advisors, LLC | History | Added to | 1,616 | 748 | 0.09% | 0.1% | 664 | +11 | 0.69% | Q1 2026 | May 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,610 | 745 | 0.01% | 0.01% | 665 | +401 | 33.17% | Q1 2026 | May 01, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 1,609 | 745 | 0.66% | 0.53% | 666 | -4 | -0.25% | Q1 2026 | May 04, 2026 |
| KG Capital Management | History | Reduced | 1,607 | 744 | 0.53% | 0.28% | 667 | -782 | -32.73% | Q1 2026 | Apr 22, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 1,600 | 741 | 0.29% | 0.29% | 668 | -5 | -0.31% | Q1 2026 | Apr 07, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 1,592 | 737 | 0.32% | 0.36% | 669 | -11 | -0.69% | Q1 2026 | Apr 22, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 1,591 | 736 | 0.08% | 0.08% | 670 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Centurion Wealth Management LLC | History | No change | 1,579 | 731 | 0.16% | 0.17% | 671 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Everest Financial Group LLC | History | New | 1,574 | 728 | 0.12% | — | 672 | +1,574 | New | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 1,569 | 726 | 0.54% | 0.37% | 674 | +505 | 47.46% | Q1 2026 | Apr 17, 2026 |
| Fogel Capital Management, Inc. | History | No change | 1,568 | 726 | 0.33% | 0.35% | 673 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arkos Global Advisors | History | No change | 1,564 | 724 | 0.09% | 0.1% | 675 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ARWA LLC | History | No change | 1,500 | 722 | 0.36% | 0.42% | 676 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,554 | 719 | 0.0% | 0.0% | 677 | +787 | 102.61% | Q1 2026 | May 05, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 1,554 | 719 | 0.42% | 0.43% | 678 | +1 | 0.06% | Q1 2026 | Apr 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,538 | 712 | 0.29% | 0.27% | 679 | -66 | -4.11% | Q1 2026 | Apr 14, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 1,532 | 709 | 0.07% | 0.07% | 680 | -91 | -5.61% | Q1 2026 | May 05, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 1,525 | 706 | 0.1% | 0.1% | 681 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,524 | 705 | 0.0% | 0.0% | 682 | +690 | 82.73% | Q1 2026 | May 13, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 1,517 | 702 | 0.79% | 0.81% | 683 | +4 | 0.26% | Q1 2026 | Apr 14, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 1,460 | 701 | 0.05% | 0.05% | 684 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 1,506 | 697 | 0.08% | 0.08% | 685 | +102 | 7.26% | Q1 2026 | May 11, 2026 |
| JDM Financial Group LLC | History | No change | 1,505 | 697 | 0.27% | 0.28% | 686 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Main Street Research LLC | History | Added to | 1,502 | 695 | 0.04% | 0.02% | 688 | +862 | 134.69% | Q1 2026 | Apr 30, 2026 |
| Sage Capital Advisors,llc | History | Added to | 1,501 | 695 | 0.16% | 0.17% | 689 | +6 | 0.4% | Q1 2026 | Apr 07, 2026 |
| Ballentine Partners, LLC | History | No change | 1,502 | 695 | 0.01% | 0.01% | 687 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,500 | 694 | 0.02% | 0.02% | 691 | +94 | 6.69% | Q1 2026 | May 04, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 1,499 | 694 | 0.19% | 0.22% | 692 | -85 | -5.37% | Q1 2026 | Apr 16, 2026 |
| HCR Wealth Advisors | History | Reduced | 1,500 | 694 | 0.07% | 0.08% | 690 | -78 | -4.94% | Q1 2026 | Apr 21, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 1,500 | 694 | 0.26% | 0.29% | 693 | -45 | -2.91% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,495 | 693 | 0.03% | 0.03% | 694 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 1,492 | 691 | 0.01% | 0.01% | 696 | +39 | 2.68% | Q1 2026 | May 01, 2026 |
| CIM, LLC | History | Added to | 1,492 | 691 | 0.1% | 0.09% | 695 | +24 | 1.63% | Q1 2026 | May 18, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 1,486 | 688 | 0.13% | 0.06% | 697 | +743 | 100.0% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 1,484 | 687 | 0.1% | 0.11% | 698 | -73 | -4.69% | Q1 2026 | May 13, 2026 |
| Claro Advisors Inc. | History | Added to | 1,484 | 687 | 0.08% | 0.1% | 699 | +2 | 0.13% | Q1 2026 | Apr 21, 2026 |
| Argent Trust Co | History | Reduced | 1,481 | 685 | 0.02% | 0.03% | 700 | -65 | -4.2% | Q1 2026 | May 13, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 1,474 | 683 | 0.19% | 0.51% | 702 | -2,840 | -65.83% | Q1 2026 | Apr 28, 2026 |
| Clark Asset Management, LLC | History | No change | 1,475 | 683 | 0.06% | 0.07% | 701 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 1,465 | 678 | 2.61% | 1.52% | 703 | -873 | -37.34% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 1,456 | 674 | 0.09% | 0.08% | 704 | +237 | 19.44% | Q1 2026 | May 11, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 1,450 | 671 | 0.17% | 0.17% | 705 | -47 | -3.14% | Q1 2026 | Apr 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 1,444 | 670 | 0.01% | 0.01% | 706 | -3 | -0.21% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 1,438 | 666 | 0.23% | 0.24% | 707 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 1,433 | 664 | 0.01% | 0.01% | 709 | -82 | -5.41% | Q1 2026 | Apr 21, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 1,434 | 664 | 0.27% | 0.3% | 708 | +3 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 1,430 | 662 | 0.15% | 0.15% | 710 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 1,422 | 658 | 0.36% | 0.66% | 712 | -1,107 | -43.77% | Q1 2026 | Apr 28, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 1,421 | 658 | 0.08% | 0.08% | 711 | -2 | -0.14% | Q1 2026 | Apr 17, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,419 | 657 | 0.07% | 0.08% | 713 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Peak Planning Group, LLC | History | Reduced | 1,413 | 654 | 0.18% | 0.19% | 714 | -16 | -1.12% | Q1 2026 | Apr 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 1,404 | 652 | 0.02% | 0.03% | 717 | -1,258 | -47.26% | Q1 2026 | Apr 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,358 | 652 | 0.03% | 0.03% | 715 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Aviance Capital Partners, LLC | History | No change | 1,409 | 652 | 0.08% | 0.08% | 716 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 1,406 | 651 | 0.22% | 0.25% | 718 | -71 | -4.81% | Q1 2026 | Apr 27, 2026 |
| Financial Guidance Group, Inc. | History | No change | 1,406 | 651 | 0.26% | 0.28% | 719 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 1,405 | 650 | 0.0% | 0.0% | 720 | +27 | 1.96% | Q1 2026 | May 14, 2026 |
| Leonteq Securities AG | History | New | 1,400 | 648 | 0.02% | — | 721 | +1,400 | New | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,398 | 647 | 0.05% | 0.05% | 722 | +30 | 2.19% | Q1 2026 | Apr 14, 2026 |
| ROCKLAND TRUST CO | History | Added to | 1,395 | 646 | 0.03% | 0.01% | 723 | +870 | 165.71% | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,390 | 643 | 0.0% | 0.0% | 724 | -548 | -28.28% | Q1 2026 | May 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 1,386 | 641 | 0.05% | 0.05% | 725 | +8 | 0.58% | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,377 | 639 | 0.01% | — | 726 | +1,377 | New | Q1 2026 | Apr 27, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 1,378 | 638 | 0.27% | 0.3% | 727 | -58 | -4.04% | Q1 2026 | May 11, 2026 |
| Powers Advisory Group, LLC | History | No change | 1,371 | 635 | 0.22% | 0.25% | 728 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 1,370 | 634 | 0.19% | 0.2% | 729 | +5 | 0.37% | Q1 2026 | May 20, 2026 |
| Innovative Wealth Building LLC | History | Added to | 1,369 | 633 | 0.45% | 0.48% | 730 | +5 | 0.37% | Q1 2026 | May 01, 2026 |
| Carnegie Investment Counsel | History | Added to | 1,361 | 630 | 0.01% | 0.01% | 731 | +13 | 0.96% | Q1 2026 | May 01, 2026 |
| Weaver Consulting Group | History | Reduced | 1,359 | 629 | 0.15% | 0.16% | 732 | -7 | -0.51% | Q1 2026 | May 15, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 1,355 | 628 | 0.01% | 0.01% | 733 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allie Family Office LLC | History | Reduced | 1,352 | 626 | 0.27% | 0.47% | 734 | -726 | -34.94% | Q1 2026 | May 13, 2026 |
| Quantum Private Wealth, LLC | History | No change | 1,352 | 626 | 0.19% | 0.19% | 735 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Private Capital Management, LLC | History | Reduced | 1,350 | 625 | 0.06% | 0.06% | 736 | -50 | -3.57% | Q1 2026 | May 15, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,337 | 619 | 0.12% | 0.12% | 737 | -82 | -5.78% | Q1 2026 | Apr 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,336 | 618 | 0.13% | 0.13% | 738 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 1,335 | 618 | 0.1% | 0.1% | 739 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| American Trust | History | Added to | 1,333 | 617 | 0.05% | 0.05% | 740 | +12 | 0.91% | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,321 | 611 | 0.07% | — | 741 | +1,321 | New | Q1 2026 | May 11, 2026 |
| BIP Wealth, LLC | History | Added to | 1,310 | 606 | 0.02% | 0.02% | 742 | +90 | 7.38% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 1,302 | 603 | 0.01% | 0.02% | 743 | -254 | -16.32% | Q1 2026 | Apr 15, 2026 |
| Calamos Advisors LLC | History | New | 1,301 | 602 | 0.0% | — | 747 | +1,301 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,301 | 602 | 0.02% | 0.02% | 744 | +300 | 29.97% | Q1 2026 | May 04, 2026 |
| Bensler, LLC | History | Reduced | 1,301 | 602 | 0.06% | 0.06% | 746 | -6 | -0.46% | Q1 2026 | May 01, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 1,300 | 602 | 0.18% | 0.19% | 745 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 1,297 | 600 | 0.32% | 0.37% | 748 | -89 | -6.42% | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 1,297 | 600 | 0.04% | 0.04% | 749 | +1 | 0.08% | Q1 2026 | May 14, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 1,289 | 597 | 0.04% | 0.04% | 750 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 1,291 | 597 | 0.05% | 0.05% | 751 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 1,281 | 594 | 0.14% | 0.14% | 752 | +3 | 0.23% | Q1 2026 | May 12, 2026 |
| Olistico Wealth, LLC | History | No change | 1,284 | 594 | 0.29% | 0.3% | 753 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 1,267 | 587 | 0.1% | 0.56% | 754 | -5,324 | -80.78% | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | No change | 1,261 | 584 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 1,260 | 583 | 0.05% | 0.05% | 756 | -91 | -6.74% | Q1 2026 | May 15, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 1,256 | 581 | 0.41% | 0.42% | 757 | +10 | 0.8% | Q1 2026 | May 05, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,251 | 579 | 0.01% | 0.0% | 758 | +762 | 155.83% | Q1 2026 | May 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 1,251 | 579 | 0.06% | 0.06% | 760 | +6 | 0.48% | Q1 2026 | Apr 22, 2026 |
| SkyOak Wealth, LLC | History | Added to | 1,251 | 579 | 0.11% | 0.11% | 759 | +2 | 0.16% | Q1 2026 | Apr 30, 2026 |
| Watchman Group, Inc. | History | No change | 1,250 | 578 | 0.14% | 0.14% | 761 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LJI Wealth Management, LLC | History | No change | 1,250 | 578 | 0.09% | 0.09% | 762 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 1,244 | 576 | 0.08% | 0.08% | 763 | +225 | 22.08% | Q1 2026 | Apr 24, 2026 |
| Diversified Enterprises, LLC | History | Added to | 1,242 | 575 | 0.03% | 0.04% | 764 | +2 | 0.16% | Q1 2026 | May 14, 2026 |
| Retirement Solution LLC | History | New | 1,225 | 567 | 0.13% | — | 765 | +1,225 | New | Q1 2026 | May 11, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 1,220 | 565 | 0.07% | 0.08% | 766 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Alteri Wealth LLC | History | Added to | 1,219 | 564 | 0.18% | 0.15% | 767 | +254 | 26.32% | Q1 2026 | May 06, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 1,157 | 561 | 0.13% | 0.13% | 768 | +2 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 1,211 | 560 | 0.07% | 0.08% | 769 | -4 | -0.33% | Q1 2026 | Apr 28, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 1,201 | 556 | 0.13% | 0.13% | 770 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Activest Wealth Management | History | Reduced | 1,199 | 555 | 0.1% | 0.24% | 771 | -1,474 | -55.14% | Q1 2026 | Apr 15, 2026 |
| LexAurum Advisors, LLC | History | New | 1,196 | 554 | 0.07% | — | 772 | +1,196 | New | Q1 2026 | Apr 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,155 | 553 | 0.01% | 0.01% | 773 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 1,191 | 551 | 0.32% | 0.35% | 774 | +3 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 1,184 | 548 | 0.18% | 0.16% | 775 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TCTC Holdings, LLC | History | No change | 1,180 | 546 | 0.02% | 0.02% | 776 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 1,170 | 543 | 0.43% | 0.47% | 777 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| National Philanthropic Trust | History | Added to | 1,168 | 541 | 0.01% | 0.01% | 779 | +50 | 4.47% | Q1 2026 | May 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 1,168 | 541 | 0.2% | 0.22% | 780 | -11 | -0.93% | Q1 2026 | Apr 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 1,168 | 541 | 0.01% | 0.01% | 778 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,167 | 540 | 0.0% | 0.0% | 781 | -396 | -25.34% | Q1 2026 | May 08, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 1,165 | 539 | 0.01% | 0.02% | 782 | +15 | 1.3% | Q1 2026 | May 04, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,163 | 538 | 0.02% | 0.02% | 783 | +93 | 8.69% | Q1 2026 | May 07, 2026 |
| Rakuten Securities, Inc. | History | Added to | 1,159 | 536 | 0.22% | 0.04% | 784 | +933 | 412.83% | Q1 2026 | May 01, 2026 |
| McGuire Investment Group, LLC | History | Added to | 1,154 | 534 | 0.06% | 0.05% | 786 | +84 | 7.85% | Q1 2026 | Apr 28, 2026 |
| Garde Capital, Inc. | History | No change | 1,154 | 534 | 0.03% | 0.03% | 785 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 1,150 | 532 | 0.1% | 0.11% | 787 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 1,147 | 532 | 0.11% | 0.11% | 788 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,148 | 531 | 0.01% | 0.01% | 789 | +125 | 12.22% | Q1 2026 | Apr 27, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,104 | 530 | 0.02% | 0.02% | 790 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AlTi Global, Inc. | History | Added to | 1,141 | 529 | 0.01% | 0.01% | 791 | +2 | 0.18% | Q1 2026 | May 07, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 1,142 | 528 | 0.03% | 0.05% | 792 | -522 | -31.37% | Q1 2026 | Apr 29, 2026 |
| Cane Capital Partners, LLC | History | Added to | 1,140 | 528 | 0.23% | 0.19% | 793 | +149 | 15.04% | Q1 2026 | Apr 24, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 1,139 | 527 | 0.11% | 0.09% | 794 | -31 | -2.65% | Q1 2026 | Apr 22, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 1,134 | 525 | 0.15% | 0.29% | 795 | -1,248 | -52.39% | Q1 2026 | May 05, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,132 | 524 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 1,130 | 523 | 0.11% | 0.13% | 797 | -179 | -13.67% | Q1 2026 | May 13, 2026 |
| Destination Wealth Management | History | Reduced | 1,127 | 522 | 0.01% | 0.01% | 798 | -500 | -30.73% | Q1 2026 | May 15, 2026 |
| Innova Wealth Partners | History | Added to | 1,128 | 522 | 0.25% | 0.25% | 799 | +111 | 10.91% | Q1 2026 | Apr 24, 2026 |
| Forum Financial Management, LP | History | Added to | 1,128 | 522 | 0.01% | 0.01% | 800 | +5 | 0.45% | Q1 2026 | Apr 23, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 1,125 | 521 | 0.16% | 0.16% | 801 | +4 | 0.36% | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,122 | 519 | 0.04% | 0.04% | 803 | +1 | 0.09% | Q1 2026 | May 04, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 1,120 | 519 | 0.29% | 0.3% | 802 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Compass Planning Associates Inc | History | No change | 1,116 | 516 | 0.33% | 0.37% | 804 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1,113 | 515 | 0.03% | 0.04% | 805 | -200 | -15.23% | Q1 2026 | Apr 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,108 | 514 | 0.3% | — | 807 | +1,108 | New | Q1 2026 | May 12, 2026 |
| ENZI WEALTH | History | No change | 1,110 | 514 | 0.18% | 0.19% | 806 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 1,106 | 512 | 0.55% | 0.35% | 809 | -148 | -11.8% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,106 | 512 | 0.01% | 0.01% | 808 | +15 | 1.37% | Q1 2026 | May 13, 2026 |
| Choate Investment Advisors | History | No change | 1,101 | 510 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,100 | 509 | 0.02% | 0.02% | 811 | -22 | -1.96% | Q1 2026 | Apr 13, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 1,099 | 508 | 0.28% | 0.3% | 812 | +5 | 0.46% | Q1 2026 | May 04, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 1,096 | 507 | 0.07% | 0.08% | 813 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 1,090 | 505 | 0.28% | 0.28% | 814 | -1 | -0.09% | Q1 2026 | Apr 30, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 1,082 | 501 | 0.17% | 0.18% | 816 | +1 | 0.09% | Q1 2026 | Apr 08, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 1,082 | 501 | 0.03% | 0.03% | 815 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Athena Investment Management | History | No change | 1,078 | 499 | 0.26% | 0.27% | 817 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,073 | 497 | 0.15% | 0.15% | 818 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vivaldi Capital Management LP | History | No change | 1,065 | 493 | 0.07% | 0.07% | 819 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Care LLC | History | New | 1,061 | 491 | 0.44% | — | 820 | +1,061 | New | Q1 2026 | Apr 24, 2026 |
| JT Stratford LLC | History | Reduced | 1,059 | 490 | 0.06% | 0.07% | 821 | -64 | -5.7% | Q1 2026 | May 15, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 1,054 | 488 | 0.13% | 0.11% | 822 | +30 | 2.93% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | No change | 1,053 | 488 | 0.01% | 0.01% | 823 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,053 | 487 | 0.02% | 0.03% | 826 | -49 | -4.45% | Q1 2026 | Apr 24, 2026 |
| GREENLEAF TRUST | History | No change | 1,053 | 487 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 1,052 | 487 | 0.03% | 0.03% | 825 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sand Hill Global Advisors, LLC | History | New | 1,050 | 486 | 0.02% | — | 827 | +1,050 | New | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 1,047 | 484 | 0.0% | 0.0% | 828 | -175 | -14.32% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,042 | 482 | 0.03% | 0.03% | 829 | +12 | 1.17% | Q1 2026 | May 11, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,037 | 480 | 0.31% | 0.33% | 830 | -44 | -4.07% | Q1 2026 | May 14, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 1,034 | 478 | 0.3% | 0.31% | 831 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Red Door Wealth Management, LLC | History | No change | 1,031 | 477 | 0.05% | 0.05% | 832 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 1,028 | 477 | 0.25% | 0.26% | 833 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Plancorp, LLC | History | Added to | 995 | 476 | 0.01% | 0.01% | 834 | +3 | 0.3% | Q1 2026 | Apr 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 1,024 | 474 | 0.02% | 0.01% | 835 | +458 | 80.92% | Q1 2026 | May 14, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 1,022 | 473 | 0.38% | 0.4% | 837 | +1 | 0.1% | Q1 2026 | May 08, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 1,022 | 473 | 0.05% | 0.05% | 836 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Freestate Advisors LLC | History | Added to | 1,019 | 472 | 0.38% | 0.4% | 838 | +4 | 0.39% | Q1 2026 | Apr 09, 2026 |
| Bluesphere Advisors LLC | History | No change | 1,015 | 470 | 0.17% | 0.22% | 839 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Palisade Asset Management, LLC | History | No change | 1,011 | 468 | 0.05% | 0.05% | 840 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,010 | 467 | 0.38% | — | 841 | +1,010 | New | Q1 2026 | May 15, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 1,008 | 466 | 0.37% | 0.42% | 842 | -10 | -0.98% | Q1 2026 | Apr 30, 2026 |
| Sather Financial Group Inc | History | No change | 1,005 | 465 | 0.03% | 0.03% | 843 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 1,002 | 464 | 0.02% | 0.02% | 844 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Successful Portfolios LLC | History | Reduced | 1,000 | 463 | 0.26% | 0.71% | 846 | -1,800 | -64.29% | Q1 2026 | Apr 13, 2026 |
| Chesley Taft & Associates LLC | History | No change | 1,000 | 463 | 0.02% | 0.02% | 845 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 994 | 463 | 0.39% | 0.42% | 847 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 996 | 461 | 0.31% | 0.31% | 848 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 993 | 459 | 0.02% | 0.01% | 850 | +263 | 36.03% | Q1 2026 | Apr 17, 2026 |
| SPINNAKER TRUST | History | No change | 992 | 459 | 0.03% | 0.03% | 849 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 989 | 458 | 0.09% | 0.09% | 852 | -35 | -3.42% | Q1 2026 | Apr 23, 2026 |
| AGF MANAGEMENT LTD | History | No change | 990 | 458 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 983 | 455 | 0.12% | 0.12% | 853 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 980 | 454 | 0.01% | 0.01% | 854 | +52 | 5.6% | Q1 2026 | May 13, 2026 |
| RIA Advisory Group LLC | History | Added to | 978 | 452 | 0.11% | 0.09% | 855 | +177 | 22.1% | Q1 2026 | Apr 23, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 976 | 451 | 0.18% | 0.18% | 856 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 971 | 449 | 0.18% | 0.11% | 857 | +426 | 78.17% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 966 | 448 | 0.01% | 0.03% | 858 | -1,659 | -63.2% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 967 | 447 | 0.22% | 0.25% | 859 | -77 | -7.38% | Q1 2026 | Apr 14, 2026 |
| JB Capital LLC | History | Added to | 963 | 446 | 0.02% | 0.01% | 860 | +240 | 33.2% | Q1 2026 | Apr 27, 2026 |
| DSG Capital Advisors, LLC | History | No change | 963 | 446 | 0.07% | 0.07% | 861 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| W ADVISORS, LLC | History | Added to | 956 | 442 | 0.23% | 0.22% | 863 | +31 | 3.35% | Q1 2026 | Apr 29, 2026 |
| Sierra Capital LLC | History | No change | 955 | 442 | 0.05% | 0.05% | 862 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Element Wealth, LLC | History | Reduced | 953 | 441 | 0.18% | 0.19% | 864 | -2 | -0.21% | Q1 2026 | May 04, 2026 |
| GenTrust, LLC | History | No change | 948 | 440 | 0.02% | 0.02% | 865 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 950 | 439 | 0.28% | 0.31% | 866 | -73 | -7.14% | Q1 2026 | May 11, 2026 |
| GatePass Capital, LLC | History | No change | 942 | 436 | 0.2% | 0.23% | 867 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | Reduced | 941 | 435 | 0.04% | 0.04% | 868 | -6 | -0.63% | Q1 2026 | May 07, 2026 |
| Hayek Kallen Investment Management | History | New | 937 | 434 | 0.14% | — | 869 | +937 | New | Q1 2026 | May 15, 2026 |
| Navigation Group, LLC | History | New | 936 | 433 | 0.1% | — | 871 | +936 | New | Q1 2026 | May 05, 2026 |
| Indivisible Partners | History | Added to | 935 | 433 | 0.04% | 0.03% | 870 | +434 | 86.63% | Q1 2026 | Apr 30, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 933 | 432 | 0.08% | 0.08% | 872 | +52 | 5.9% | Q1 2026 | Apr 15, 2026 |
| Eagle Strategies LLC | History | Added to | 928 | 429 | 0.05% | 0.05% | 873 | +32 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 923 | 427 | 0.07% | 0.07% | 874 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | No change | 920 | 426 | 0.03% | 0.04% | 875 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 919 | 425 | 0.02% | 0.02% | 876 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WELCH & FORBES LLC | History | No change | 911 | 421 | 0.01% | 0.01% | 877 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 902 | 417 | 0.0% | 0.0% | 878 | -27 | -2.91% | Q1 2026 | Apr 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 898 | 416 | 0.12% | 0.1% | 879 | +231 | 34.63% | Q1 2026 | Apr 06, 2026 |
| Empirical Asset Management, LLC | History | Added to | 897 | 415 | 0.11% | 0.12% | 880 | +36 | 4.18% | Q1 2026 | May 11, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 894 | 413 | 0.25% | 0.3% | 881 | -149 | -14.29% | Q1 2026 | May 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 890 | 412 | 0.2% | 0.2% | 884 | +76 | 9.34% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | No change | 890 | 412 | 0.01% | 0.01% | 882 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Winthrop Advisory Group LLC | History | No change | 888 | 412 | 0.03% | 0.04% | 883 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 877 | 406 | 0.1% | 0.1% | 885 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 876 | 405 | 0.09% | 0.1% | 886 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 873 | 404 | 0.16% | 0.17% | 887 | +13 | 1.51% | Q1 2026 | Apr 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 870 | 402 | 0.1% | 0.11% | 890 | +36 | 4.32% | Q1 2026 | Apr 06, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 868 | 402 | 0.3% | 0.31% | 889 | -30 | -3.34% | Q1 2026 | May 08, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 869 | 402 | 0.2% | 0.21% | 888 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 866 | 401 | 0.02% | 0.02% | 891 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CPC Advisors, LLC | History | No change | 862 | 399 | 0.06% | 0.04% | 892 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Davidson Capital Management Inc. | History | No change | 862 | 399 | 0.07% | 0.09% | 893 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 861 | 398 | 0.04% | 0.04% | 894 | -29 | -3.26% | Q1 2026 | May 04, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 856 | 397 | 0.11% | 0.12% | 895 | -50 | -5.52% | Q1 2026 | Apr 27, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 859 | 397 | 0.25% | 0.26% | 896 | +1 | 0.12% | Q1 2026 | May 07, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 854 | 396 | 0.19% | 0.2% | 897 | +10 | 1.18% | Q1 2026 | May 07, 2026 |
| Granite FO LLC | History | No change | 855 | 396 | 0.23% | 0.22% | 898 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| M3 Advisory Group, LLC | History | Added to | 853 | 395 | 0.24% | 0.25% | 899 | +5 | 0.59% | Q1 2026 | Apr 22, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 847 | 392 | 0.09% | 0.07% | 900 | +281 | 49.65% | Q1 2026 | Apr 20, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | No change | 807 | 391 | 0.26% | 0.27% | 901 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Freedom Financial Partners LLC | History | No change | 846 | 391 | 0.14% | 0.15% | 902 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 843 | 390 | 0.01% | 0.02% | 903 | -91 | -9.74% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 843 | 390 | 0.05% | 0.07% | 904 | -91 | -9.74% | Q1 2026 | Apr 28, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 840 | 389 | 0.03% | 0.03% | 905 | -10 | -1.18% | Q1 2026 | Apr 29, 2026 |
| SVB WEALTH LLC | History | No change | 840 | 389 | 0.03% | 0.02% | 906 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clare Market Investments LLC | History | New | 838 | 388 | 0.08% | — | 908 | +838 | New | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Reduced | 838 | 388 | 0.0% | 0.0% | 907 | -6 | -0.71% | Q1 2026 | May 06, 2026 |
| WNY Asset Management, LLC | History | New | 837 | 387 | 0.04% | — | 910 | +837 | New | Q1 2026 | May 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 837 | 387 | 0.01% | 0.01% | 909 | -96 | -10.29% | Q1 2026 | May 11, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 835 | 386 | 0.47% | 0.65% | 913 | -354 | -29.77% | Q1 2026 | Apr 22, 2026 |
| Leeward Financial Partners, LLC | History | No change | 834 | 386 | 0.11% | 0.11% | 911 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 834 | 386 | 0.05% | 0.05% | 912 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 827 | 383 | 0.02% | 0.02% | 914 | +110 | 15.34% | Q1 2026 | Apr 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 821 | 381 | 0.0% | 0.0% | 915 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | No change | 823 | 381 | 0.03% | 0.04% | 916 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 817 | 378 | 0.27% | 0.15% | 917 | -1,017 | -55.45% | Q1 2026 | Apr 14, 2026 |
| Victrix Investment Advisors | History | Reduced | 816 | 377 | 0.14% | 0.17% | 919 | -100 | -10.92% | Q1 2026 | Apr 09, 2026 |
| Marshall Financial Group, LLC | History | Added to | 814 | 377 | 0.06% | 0.07% | 918 | +19 | 2.39% | Q1 2026 | Apr 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 813 | 376 | 0.02% | 0.13% | 920 | -3,944 | -82.91% | Q1 2026 | Apr 30, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 811 | 375 | 0.16% | — | 921 | +811 | New | Q1 2026 | May 15, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 808 | 374 | 0.3% | 0.3% | 922 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 806 | 373 | 0.0% | 0.0% | 924 | +1 | 0.12% | Q1 2026 | May 01, 2026 |
| Smithfield Trust Co | History | No change | 805 | 373 | 0.02% | 0.02% | 923 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 804 | 372 | 0.01% | 0.01% | 927 | +81 | 11.2% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 776 | 372 | 0.0% | 0.0% | 925 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 802 | 372 | 0.01% | 0.01% | 926 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pacific Center for Financial Services | History | Reduced | 801 | 371 | 0.09% | 0.1% | 928 | -12 | -1.48% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | No change | 801 | 371 | 0.04% | 0.04% | 929 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 799 | 370 | 0.03% | 0.04% | 930 | -317 | -28.41% | Q1 2026 | Apr 20, 2026 |
| Peak Asset Management, LLC | History | Reduced | 798 | 369 | 0.07% | 0.07% | 931 | -10 | -1.24% | Q1 2026 | May 14, 2026 |
| Prosperity Planning, Inc. | History | No change | 794 | 367 | 0.09% | 0.1% | 932 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 787 | 364 | 0.01% | 0.02% | 933 | -7 | -0.88% | Q1 2026 | Apr 10, 2026 |
| Parisi Gray Wealth Management | History | Added to | 785 | 363 | 0.09% | 0.09% | 934 | +3 | 0.38% | Q1 2026 | Apr 08, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 781 | 361 | 0.13% | 0.44% | 935 | -1,807 | -69.82% | Q1 2026 | Apr 22, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 781 | 361 | 0.03% | — | 937 | +781 | New | Q1 2026 | Apr 27, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 781 | 361 | 0.04% | 0.04% | 936 | -10 | -1.26% | Q1 2026 | May 11, 2026 |
| Smith Thornton Advisors LLC | History | No change | 779 | 360 | 0.18% | 0.19% | 938 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 777 | 359 | 0.02% | — | 939 | +777 | New | Q1 2026 | May 11, 2026 |
| First Citizens Financial Corp | History | No change | 775 | 358 | 0.17% | 0.18% | 940 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 771 | 357 | 0.08% | 0.09% | 941 | +2 | 0.26% | Q1 2026 | Apr 22, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 767 | 355 | 0.13% | 0.13% | 942 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 766 | 354 | 0.11% | 0.13% | 943 | +2 | 0.26% | Q1 2026 | Apr 15, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 764 | 353 | 0.01% | — | 946 | +764 | New | Q1 2026 | May 14, 2026 |
| Lakeshore Capital Group, Inc. | History | Added to | 762 | 353 | 0.29% | 0.29% | 945 | +1 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 760 | 353 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 761 | 352 | 0.04% | 0.04% | 947 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 760 | 352 | 0.13% | 0.13% | 948 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GFS Advisors, LLC | History | Reduced | 1,935 | 351 | 0.04% | 0.47% | 949 | -6,313 | -76.54% | Q1 2026 | Apr 30, 2026 |
| ASPIRIANT, LLC | History | Reduced | 758 | 351 | 0.01% | 0.01% | 950 | -159 | -17.34% | Q1 2026 | May 12, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 759 | 351 | 0.04% | 0.04% | 951 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 750 | 347 | 0.02% | 0.02% | 953 | +201 | 36.61% | Q1 2026 | May 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 750 | 347 | 0.02% | 0.03% | 954 | +31 | 4.31% | Q1 2026 | May 14, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 750 | 347 | 0.13% | 0.13% | 952 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 748 | 346 | 0.26% | 0.26% | 957 | +1 | 0.13% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 748 | 346 | 0.02% | 0.02% | 955 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | No change | 748 | 346 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 745 | 345 | 0.09% | 0.1% | 958 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 705 | 344 | 0.05% | 0.01% | 960 | -247 | -25.95% | Q1 2026 | May 01, 2026 |
| Annandale Capital, LLC | History | Added to | 743 | 344 | 0.05% | 0.04% | 959 | +45 | 6.45% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 741 | 343 | 0.0% | — | 962 | +741 | New | Q1 2026 | May 08, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 713 | 343 | 0.02% | 0.02% | 961 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IBEX WEALTH ADVISORS | History | New | 738 | 342 | 0.03% | — | 967 | +738 | New | Q1 2026 | Apr 30, 2026 |
| HM PAYSON & CO | History | No change | 740 | 342 | 0.0% | 0.01% | 963 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ELLERSON GROUP INC /ADV | History | No change | 740 | 342 | 0.22% | 0.24% | 964 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 705 | 342 | 0.09% | 0.1% | 965 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 739 | 342 | 0.0% | 0.0% | 966 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 709 | 339 | 0.01% | 0.01% | 968 | +13 | 1.87% | Q1 2026 | Apr 09, 2026 |
| SoundView Advisors Inc. | History | Added to | 731 | 338 | 0.12% | 0.12% | 971 | +42 | 6.1% | Q1 2026 | May 01, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 730 | 338 | 0.05% | 0.05% | 970 | +1 | 0.14% | Q1 2026 | May 11, 2026 |
| Keebeck Wealth Management | History | No change | 730 | 338 | 0.04% | 0.04% | 969 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sequent Asset Management, LLC | History | No change | 700 | 336 | 0.15% | 0.15% | 972 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 723 | 334 | 0.04% | 0.04% | 973 | +50 | 7.43% | Q1 2026 | Apr 17, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 720 | 333 | 0.14% | 0.14% | 974 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 715 | 331 | 0.09% | 0.1% | 975 | -9 | -1.24% | Q1 2026 | May 06, 2026 |
| High Note Wealth, LLC | History | No change | 715 | 331 | 0.07% | 0.07% | 976 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Banco Santander, S.A. | History | No change | 713 | 330 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 710 | 329 | 0.08% | 0.08% | 978 | +33 | 4.87% | Q1 2026 | Apr 20, 2026 |
| Ignite Planners, LLC | History | Added to | 711 | 329 | 0.05% | 0.05% | 979 | +20 | 2.89% | Q1 2026 | Apr 17, 2026 |
| Boreal Capital Management LLC | History | No change | 710 | 329 | 0.27% | 0.26% | 980 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Monument Capital Management | History | No change | 707 | 327 | 0.08% | 0.08% | 981 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Avior Wealth Management, LLC | History | New | 706 | 326 | 0.01% | — | 983 | +706 | New | Q1 2026 | Apr 09, 2026 |
| Gryphon Financial Partners LLC | History | No change | 704 | 326 | 0.03% | 0.04% | 982 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 700 | 324 | 0.04% | 0.05% | 987 | -103 | -12.83% | Q1 2026 | Apr 13, 2026 |
| Diversified Portfolios, Inc. | History | No change | 700 | 324 | 0.03% | 0.03% | 984 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Narus Financial Partners, LLC | History | No change | 700 | 324 | 0.08% | 0.09% | 985 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 701 | 324 | 0.03% | 0.03% | 986 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 698 | 323 | 0.06% | 0.07% | 988 | -32 | -4.38% | Q1 2026 | Apr 09, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 653 | 321 | 0.11% | 0.1% | 989 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 693 | 320 | 0.01% | 0.01% | 990 | -40 | -5.46% | Q1 2026 | May 15, 2026 |
| Francis Financial, Inc. | History | No change | 691 | 320 | 0.06% | 0.06% | 991 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Independent Wealth Advisors LLC | History | New | 690 | 319 | 0.31% | — | 993 | +690 | New | Q1 2026 | May 22, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 690 | 319 | 0.09% | 0.09% | 992 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 688 | 318 | 0.01% | 0.01% | 995 | +76 | 12.42% | Q1 2026 | Apr 30, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 688 | 318 | 0.12% | 0.13% | 994 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Front Row Advisors LLC | History | Added to | 683 | 317 | 0.11% | 0.11% | 996 | +3 | 0.44% | Q1 2026 | May 19, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 684 | 316 | 0.0% | 0.02% | 997 | -3,315 | -82.9% | Q1 2026 | Apr 24, 2026 |
| Sherman Wealth Management LLC | History | Added to | 676 | 313 | 0.27% | 0.28% | 998 | +2 | 0.3% | Q1 2026 | Apr 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 675 | 312 | 0.02% | 0.02% | 1000 | +150 | 28.57% | Q1 2026 | Apr 23, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 673 | 312 | 0.01% | 0.01% | 999 | -99 | -12.82% | Q1 2026 | May 13, 2026 |
| Vantage Point Financial LLC | History | New | 673 | 311 | 0.11% | — | 1002 | +673 | New | Q1 2026 | May 01, 2026 |
| Appalachian Capital Management Ltd | History | No change | 672 | 311 | 0.25% | 0.26% | 1001 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aldebaran Financial Inc. | History | Reduced | 671 | 310 | 0.29% | 0.31% | 1004 | -12 | -1.76% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 670 | 310 | 0.01% | 0.01% | 1003 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MONECO ADVISORS, LLC | History | No change | 670 | 310 | 0.02% | 0.03% | 1005 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tactive Advisors, LLC | History | Reduced | 667 | 309 | 0.09% | 0.16% | 1006 | -478 | -41.75% | Q1 2026 | Apr 16, 2026 |
| Weil Company, Inc. | History | No change | 666 | 308 | 0.07% | 0.07% | 1007 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 659 | 305 | 0.01% | 0.01% | 1008 | -154 | -18.94% | Q1 2026 | Apr 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 660 | 305 | 0.12% | 0.15% | 1009 | -126 | -16.03% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 655 | 303 | 0.05% | 0.04% | 1011 | +100 | 18.02% | Q1 2026 | May 04, 2026 |
| Smith Salley Wealth Management | History | No change | 655 | 303 | 0.02% | 0.02% | 1010 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | No change | 650 | 301 | 0.01% | 0.01% | 1012 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rehmann Capital Advisory Group | History | No change | 650 | 301 | 0.02% | 0.02% | 1013 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Councilmark Asset Management, LLC | History | No change | 650 | 301 | 0.17% | 0.17% | 1014 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Marmo Financial Group, LLC | History | New | 645 | 299 | 0.15% | — | 1018 | +645 | New | Q1 2026 | Apr 23, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 646 | 299 | 0.07% | 0.08% | 1017 | +1 | 0.16% | Q1 2026 | Apr 24, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 646 | 299 | 0.07% | 0.08% | 1015 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 646 | 299 | 0.04% | 0.04% | 1016 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 644 | 298 | 0.16% | 0.19% | 1020 | -100 | -13.44% | Q1 2026 | Apr 22, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 645 | 298 | 0.09% | 0.1% | 1019 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GW&K Investment Management, LLC | History | No change | 639 | 296 | 0.0% | 0.0% | 1021 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 637 | 295 | 0.0% | 0.0% | 1025 | -50 | -7.28% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 637 | 295 | 0.06% | 0.05% | 1024 | +29 | 4.77% | Q1 2026 | May 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 639 | 295 | 0.07% | 0.08% | 1023 | -15 | -2.29% | Q1 2026 | Apr 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 638 | 295 | 0.01% | 0.01% | 1022 | -12 | -1.85% | Q1 2026 | May 13, 2026 |
| Goldstone Financial Group, LLC | History | No change | 637 | 295 | 0.03% | 0.03% | 1026 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 634 | 294 | 0.24% | 0.24% | 1027 | +1 | 0.16% | Q1 2026 | May 12, 2026 |
| Vigilare Wealth Management | History | Reduced | 634 | 293 | 0.1% | 0.11% | 1029 | -19 | -2.91% | Q1 2026 | Apr 01, 2026 |
| NorthRock Partners, LLC | History | Reduced | 633 | 293 | 0.0% | 0.01% | 1028 | -7 | -1.09% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 627 | 290 | 0.07% | 0.08% | 1031 | -31 | -4.71% | Q1 2026 | May 06, 2026 |
| Accredited Investors Inc. | History | No change | 628 | 290 | 0.02% | 0.02% | 1030 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 626 | 289 | 0.05% | — | 1036 | +626 | New | Q1 2026 | May 11, 2026 |
| Powerhouse Assets LLC | History | New | 625 | 289 | 0.25% | — | 1035 | +625 | New | Q1 2026 | Apr 28, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 624 | 289 | 0.05% | 0.06% | 1032 | -60 | -8.77% | Q1 2026 | May 12, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 624 | 289 | 0.08% | 0.08% | 1033 | -10 | -1.58% | Q1 2026 | Apr 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 625 | 289 | 0.02% | 0.02% | 1034 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 620 | 287 | 0.01% | 0.01% | 1037 | +11 | 1.81% | Q1 2026 | May 04, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Added to | 620 | 287 | 0.11% | 0.12% | 1038 | +2 | 0.32% | Q1 2026 | May 14, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 620 | 287 | 0.03% | 0.03% | 1039 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 619 | 286 | 0.06% | 0.06% | 1040 | -15 | -2.37% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 585 | 286 | 0.0% | 0.0% | 1041 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nautilus Advisors LLC | History | New | 617 | 285 | 0.2% | — | 1046 | +617 | New | Q1 2026 | Apr 17, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Reduced | 615 | 285 | 0.22% | 0.28% | 1045 | -100 | -13.99% | Q1 2026 | Apr 16, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 617 | 285 | 0.03% | 0.03% | 1043 | +51 | 9.01% | Q1 2026 | May 12, 2026 |
| Signet Private Wealth LLC | History | Added to | 616 | 285 | 0.27% | 0.27% | 1044 | +17 | 2.84% | Q1 2026 | Apr 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 614 | 285 | 0.03% | 0.03% | 1042 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 614 | 284 | 0.18% | 0.2% | 1048 | +2 | 0.33% | Q1 2026 | Apr 21, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 615 | 284 | 0.15% | 0.16% | 1047 | +1 | 0.16% | Q1 2026 | May 01, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | No change | 612 | 283 | 0.1% | 0.11% | 1049 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 611 | 283 | 0.08% | 0.07% | 1050 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JBR Co Financial Management Inc | History | No change | 589 | 283 | 0.12% | 0.12% | 1051 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 608 | 281 | 0.23% | 0.23% | 1052 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 562 | 279 | 0.1% | 0.1% | 1053 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Harbor Group, Inc. | History | Added to | 601 | 278 | 0.04% | 0.04% | 1055 | +2 | 0.33% | Q1 2026 | Apr 10, 2026 |
| Biltmore Family Office, LLC | History | No change | 600 | 278 | 0.04% | 0.04% | 1054 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 614 | 277 | 0.24% | 0.21% | 1058 | +101 | 19.69% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Advisors | History | No change | 600 | 277 | 0.01% | 0.01% | 1056 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Heritage Family Offices, LLP | History | No change | 600 | 277 | 0.12% | 0.13% | 1057 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 598 | 276 | 0.11% | 0.12% | 1062 | -10 | -1.64% | Q1 2026 | Apr 08, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 576 | 276 | 0.59% | 0.59% | 1059 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Obermeyer Wealth Partners | History | No change | 596 | 276 | 0.01% | 0.01% | 1060 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 597 | 276 | 0.06% | 0.07% | 1061 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 594 | 275 | 0.18% | 0.18% | 1064 | +2 | 0.34% | Q1 2026 | May 08, 2026 |
| BFSG, LLC | History | No change | 594 | 275 | 0.03% | 0.03% | 1063 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 593 | 274 | 0.24% | 0.25% | 1068 | -2 | -0.34% | Q1 2026 | May 06, 2026 |
| PDS Planning, Inc | History | Added to | 594 | 274 | 0.02% | 0.02% | 1065 | +1 | 0.17% | Q1 2026 | Apr 21, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 592 | 274 | 0.05% | 0.05% | 1066 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 571 | 274 | 0.01% | 0.01% | 1067 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Co / SC | History | No change | 590 | 273 | 0.04% | 0.04% | 1069 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| X-Square Capital, LLC | History | New | 587 | 272 | 0.09% | — | 1070 | +587 | New | Q1 2026 | May 15, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 584 | 270 | 0.04% | 0.03% | 1072 | +14 | 2.46% | Q1 2026 | Apr 10, 2026 |
| CITY HOLDING CO | History | No change | 584 | 270 | 0.03% | 0.03% | 1071 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First International Bank of Israel Ltd. | History | New | 579 | 268 | 0.08% | — | 1073 | +579 | New | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 576 | 266 | 0.0% | — | 1077 | +576 | New | Q1 2026 | May 07, 2026 |
| BANQUE PICTET & CIE SA | History | New | 575 | 266 | 0.0% | — | 1076 | +575 | New | Q1 2026 | Apr 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 575 | 266 | 0.07% | 0.06% | 1074 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 575 | 266 | 0.15% | 0.15% | 1075 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 570 | 264 | 0.07% | 0.07% | 1079 | +44 | 8.37% | Q1 2026 | May 11, 2026 |
| Fort Point Capital Partners LLC | History | No change | 569 | 264 | 0.03% | 0.03% | 1078 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 569 | 263 | 0.06% | 0.13% | 1080 | -591 | -50.95% | Q1 2026 | May 15, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 569 | 263 | 0.03% | 0.05% | 1081 | -471 | -45.29% | Q1 2026 | May 05, 2026 |
| Inspire Advisors, LLC | History | Added to | 568 | 263 | 0.02% | 0.02% | 1082 | +11 | 1.97% | Q1 2026 | May 15, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 566 | 262 | 0.06% | 0.07% | 1083 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 565 | 261 | 0.02% | — | 1087 | +565 | New | Q1 2026 | May 14, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 564 | 261 | 0.17% | 0.24% | 1085 | -165 | -22.63% | Q1 2026 | Apr 13, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 564 | 261 | 0.1% | 0.11% | 1084 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 55 North Private Wealth, LLC | History | No change | 565 | 261 | 0.07% | 0.07% | 1086 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tull Financial Group, Inc. | History | No change | 563 | 260 | 0.12% | 0.12% | 1088 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mystic Asset Management, Inc. | History | No change | 562 | 260 | 0.06% | 0.06% | 1089 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 561 | 259 | 0.01% | — | 1093 | +561 | New | Q1 2026 | May 07, 2026 |
| Slagle Financial, LLC | History | Reduced | 560 | 259 | 0.09% | 0.13% | 1092 | -198 | -26.12% | Q1 2026 | May 01, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 524 | 259 | 0.01% | 0.01% | 1090 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Citizens National Bank Trust Department | History | No change | 560 | 259 | 0.04% | 0.05% | 1091 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 555 | 256 | 0.03% | 0.04% | 1095 | -15 | -2.63% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | Reduced | 553 | 256 | 0.05% | 0.05% | 1096 | -14 | -2.47% | Q1 2026 | Apr 24, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 552 | 256 | 0.02% | 0.02% | 1094 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Peak Wealth Management LLC | History | No change | 552 | 255 | 0.21% | 0.22% | 1097 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 550 | 254 | 0.0% | 0.0% | 1098 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 549 | 254 | 0.03% | 0.03% | 1099 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rockingstone Advisors LLC | History | No change | 550 | 254 | 0.12% | 0.12% | 1100 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Topsail Wealth Management, LLC | History | No change | 550 | 254 | 0.04% | 0.04% | 1101 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CADINHA & CO LLC | History | Reduced | 545 | 252 | 0.05% | 4.25% | 1102 | -56,770 | -99.05% | Q1 2026 | May 11, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 542 | 251 | 0.07% | 0.09% | 1104 | -100 | -15.58% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 521 | 251 | 0.04% | 0.04% | 1105 | +1 | 0.19% | Q1 2026 | Apr 16, 2026 |
| Pure Financial Advisors, LLC | History | No change | 543 | 251 | 0.0% | 0.0% | 1103 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 538 | 249 | 0.04% | — | 1107 | +538 | New | Q1 2026 | Apr 27, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 538 | 249 | 0.08% | 0.08% | 1106 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elite Life Management LLC | History | No change | 500 | 248 | 0.31% | 0.41% | 1108 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 535 | 247 | 0.02% | 0.02% | 1110 | -50 | -8.55% | Q1 2026 | May 14, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 511 | 247 | 0.08% | 0.09% | 1112 | +2 | 0.39% | Q1 2026 | Apr 17, 2026 |
| Blue Fin Capital, Inc. | History | No change | 515 | 247 | 0.04% | 0.04% | 1109 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Northstar Group, Inc. | History | No change | 534 | 247 | 0.03% | 0.03% | 1111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 532 | 246 | 0.04% | 0.04% | 1113 | -28 | -5.0% | Q1 2026 | May 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 533 | 246 | 0.01% | 0.01% | 1114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 531 | 245 | 0.14% | 0.52% | 1116 | -1,778 | -77.0% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 529 | 245 | 0.0% | 0.0% | 1115 | +11 | 2.12% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 509 | 244 | 0.01% | 0.01% | 1117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 525 | 243 | 0.03% | 0.05% | 1118 | -359 | -40.61% | Q1 2026 | May 04, 2026 |
| OneAscent Financial Services LLC | History | New | 524 | 242 | 0.01% | — | 1119 | +524 | New | Q1 2026 | Apr 21, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | New | 524 | 242 | 0.02% | — | 1120 | +524 | New | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 520 | 241 | 0.01% | 0.01% | 1121 | -798 | -60.55% | Q1 2026 | May 13, 2026 |
| Cullen Capital Management, LLC | History | New | 520 | 240 | 0.0% | — | 1122 | +520 | New | Q1 2026 | May 15, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 517 | 239 | 0.06% | 0.06% | 1123 | +18 | 3.61% | Q1 2026 | May 04, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 514 | 238 | 0.05% | — | 1125 | +514 | New | Q1 2026 | May 13, 2026 |
| ANCHYRA PARTNERS LLC | History | Reduced | 515 | 238 | 0.07% | 0.08% | 1124 | -5 | -0.96% | Q1 2026 | Apr 17, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 511 | 236 | 0.04% | 0.04% | 1127 | +2 | 0.39% | Q1 2026 | Apr 29, 2026 |
| CIBC Asset Management Inc | History | No change | 510 | 236 | 0.0% | 0.0% | 1126 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 510 | 236 | 0.01% | 0.02% | 1128 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Great Diamond Partners, LLC | History | Added to | 508 | 235 | 0.05% | 0.05% | 1129 | +1 | 0.2% | Q1 2026 | May 12, 2026 |
| Basepoint Wealth LLC | History | Added to | 509 | 235 | 0.13% | 0.15% | 1130 | +1 | 0.2% | Q1 2026 | May 07, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 507 | 234 | 0.02% | 0.02% | 1131 | -10 | -1.93% | Q1 2026 | Apr 22, 2026 |
| PEAK6 LLC | History | New | 505 | 233 | 0.0% | — | 1136 | +505 | New | Q1 2026 | May 13, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 505 | 233 | 0.12% | 0.11% | 1132 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 503 | 233 | 0.03% | 0.03% | 1133 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Moment Partners, LLC | History | No change | 502 | 233 | 0.04% | 0.05% | 1134 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 505 | 233 | 0.23% | 0.24% | 1135 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Gateway Wealth Partners, LLC | History | New | 502 | 232 | 0.01% | — | 1140 | +502 | New | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 503 | 232 | 0.0% | 0.0% | 1138 | -429 | -46.03% | Q1 2026 | Apr 27, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 500 | 232 | 0.02% | 0.02% | 1137 | +46 | 10.13% | Q1 2026 | May 21, 2026 |
| Axecap Investments, LLC | History | No change | 501 | 232 | 0.16% | 0.15% | 1139 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | New | 500 | 231 | 0.08% | — | 1148 | +500 | New | Q1 2026 | Apr 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 500 | 231 | 0.09% | 0.09% | 1147 | +10 | 2.04% | Q1 2026 | Apr 15, 2026 |
| Howard Capital Management Inc. | History | Reduced | 499 | 231 | 0.0% | 0.0% | 1142 | -5 | -0.99% | Q1 2026 | May 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 500 | 231 | 0.0% | 0.0% | 1141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 500 | 231 | 0.12% | 0.12% | 1143 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | No change | 500 | 231 | 0.07% | 0.07% | 1144 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Team Financial Group, LLC | History | No change | 500 | 231 | 0.1% | 0.11% | 1145 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 500 | 231 | 0.16% | 0.14% | 1146 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ABLE Financial Group, LLC | History | No change | 495 | 229 | 0.04% | 0.05% | 1149 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Retirement Planning Group, LLC | History | New | 493 | 228 | 0.01% | — | 1150 | +493 | New | Q1 2026 | May 04, 2026 |
| IFS Advisors, LLC | History | No change | 491 | 227 | 0.12% | 0.12% | 1151 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| 360 Financial, Inc. | History | New | 487 | 225 | 0.07% | — | 1153 | +487 | New | Q1 2026 | May 07, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 486 | 225 | 0.07% | 0.08% | 1152 | -10 | -2.02% | Q1 2026 | Apr 21, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 483 | 223 | 0.06% | 0.06% | 1154 | +1 | 0.21% | Q1 2026 | Apr 27, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 480 | 222 | 0.04% | 0.19% | 1155 | -1,679 | -77.77% | Q1 2026 | Apr 20, 2026 |
| Seneca Financial Advisors LLC | History | No change | 481 | 222 | 0.07% | 0.07% | 1156 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bison Wealth, LLC | History | Added to | 445 | 221 | 0.02% | 0.02% | 1157 | +5 | 1.14% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 476 | 220 | 0.05% | — | 1160 | +476 | New | Q1 2026 | May 05, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 476 | 220 | 0.17% | 0.19% | 1159 | -49 | -9.33% | Q1 2026 | Apr 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 476 | 220 | 0.03% | 0.04% | 1158 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | New | 472 | 218 | 0.25% | — | 1163 | +472 | New | Q1 2026 | May 04, 2026 |
| TCFG Investment Advisors, LLC | History | New | 472 | 218 | 0.08% | — | 1164 | +472 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 472 | 218 | 0.08% | 0.09% | 1161 | +1 | 0.21% | Q1 2026 | Apr 23, 2026 |
| Capital Square, LLC | History | No change | 444 | 218 | 0.1% | 0.11% | 1162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TigerOak Management, L.L.C. | History | No change | 469 | 217 | 0.07% | 0.07% | 1165 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 468 | 216 | 0.05% | 0.06% | 1167 | -98 | -17.31% | Q1 2026 | Apr 20, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 467 | 216 | 0.1% | 0.11% | 1166 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 466 | 215 | 0.08% | 0.09% | 1170 | -3 | -0.64% | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 465 | 215 | 0.0% | 0.0% | 1168 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 466 | 215 | 0.03% | 0.03% | 1169 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JDH Wealth Management, LLC | History | No change | 466 | 215 | 0.14% | 0.15% | 1171 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 465 | 215 | 0.14% | 0.15% | 1172 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TRB Wealth Management, LLC | History | New | 463 | 214 | 0.03% | — | 1179 | +463 | New | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 463 | 214 | 0.0% | 0.0% | 1173 | +293 | 172.35% | Q1 2026 | May 14, 2026 |
| Haverford Trust Co | History | No change | 464 | 214 | 0.0% | 0.0% | 1174 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Evensky & Katz LLC | History | No change | 462 | 214 | 0.01% | 0.01% | 1175 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 463 | 214 | 0.06% | 0.06% | 1176 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 462 | 214 | 0.02% | 0.02% | 1177 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 464 | 214 | 0.13% | 0.15% | 1178 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockline Wealth Management, LLC | History | No change | 459 | 212 | 0.05% | 0.04% | 1180 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 456 | 211 | 0.01% | 0.01% | 1181 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EWA, LLC | History | Reduced | 454 | 210 | 0.05% | 0.05% | 1183 | -2 | -0.44% | Q1 2026 | Apr 23, 2026 |
| KWB Wealth | History | No change | 437 | 210 | 0.02% | 0.02% | 1182 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 451 | 208 | 0.01% | — | 1187 | +451 | New | Q1 2026 | May 15, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Reduced | 451 | 208 | 0.15% | 0.17% | 1186 | -26 | -5.45% | Q1 2026 | May 05, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 450 | 208 | 0.02% | 0.03% | 1185 | +23 | 5.39% | Q1 2026 | Apr 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 450 | 208 | 0.04% | 0.05% | 1184 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 448 | 207 | 0.1% | 0.08% | 1188 | -47 | -9.49% | Q1 2026 | May 05, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 429 | 207 | 0.03% | 0.03% | 1189 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| MATAURO, LLC | History | Reduced | 441 | 204 | 0.03% | 0.03% | 1192 | -1 | -0.23% | Q1 2026 | Apr 22, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 442 | 204 | 0.02% | 0.02% | 1190 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 441 | 204 | 0.16% | 0.16% | 1191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 440 | 203 | 0.04% | — | 1196 | +440 | New | Q1 2026 | Apr 28, 2026 |
| ALTFEST L J & CO INC | History | New | 439 | 203 | 0.02% | — | 1195 | +439 | New | Q1 2026 | Apr 28, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 440 | 203 | 0.01% | 0.01% | 1193 | -100 | -18.52% | Q1 2026 | May 07, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 440 | 203 | 0.05% | 0.05% | 1194 | -3 | -0.68% | Q1 2026 | Apr 22, 2026 |
| Align Financial, LLC | History | Reduced | 437 | 202 | 0.11% | 0.12% | 1200 | -208,586 | -99.79% | Q1 2026 | May 08, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | New | 438 | 202 | 0.02% | — | 1201 | +438 | New | Q1 2026 | May 05, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 438 | 202 | 0.07% | 0.08% | 1197 | -10 | -2.23% | Q1 2026 | Apr 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 438 | 202 | 0.03% | 0.06% | 1198 | +1 | 0.23% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 437 | 202 | 0.03% | 0.04% | 1199 | +1 | 0.23% | Q1 2026 | Apr 29, 2026 |
| Talon Private Wealth, LLC | History | New | 434 | 201 | 0.03% | — | 1202 | +434 | New | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | New | 433 | 200 | 0.05% | — | 1205 | +433 | New | Q1 2026 | Apr 27, 2026 |
| Calder Financial LLC | History | Added to | 430 | 200 | 0.2% | 0.2% | 1204 | +13 | 3.12% | Q1 2026 | Apr 07, 2026 |
| Platform Technology Partners | History | No change | 432 | 200 | 0.04% | 0.04% | 1203 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SHP Wealth Management | History | No change | 432 | 199 | 0.02% | 0.02% | 1206 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 414 | 199 | 0.01% | 0.01% | 1207 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 421 | 195 | 0.06% | 0.06% | 1208 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 415 | 192 | 0.0% | 0.0% | 1209 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MTM Investment Management, LLC | History | Added to | 404 | 187 | 0.06% | 0.05% | 1211 | +80 | 24.69% | Q1 2026 | May 06, 2026 |
| Burk Holdings LLC | History | Reduced | 404 | 187 | 0.08% | 0.1% | 1213 | -39 | -8.8% | Q1 2026 | May 07, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 404 | 187 | 0.06% | 0.06% | 1210 | +1 | 0.25% | Q1 2026 | May 08, 2026 |
| BankPlus Trust Department | History | No change | 405 | 187 | 0.05% | 0.05% | 1212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 402 | 186 | 0.01% | 0.01% | 1214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trust Co | History | Added to | 401 | 185 | 0.02% | 0.02% | 1215 | +38 | 10.47% | Q1 2026 | Apr 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 394 | 182 | 0.07% | 0.07% | 1216 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 392 | 181 | 0.04% | 0.04% | 1217 | +1 | 0.26% | Q1 2026 | Apr 30, 2026 |
| ROGCO, LP | History | No change | 387 | 179 | 0.06% | 0.06% | 1218 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CoreFirst Bank & Trust | History | No change | 370 | 177 | 0.1% | 0.1% | 1219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 380 | 176 | 0.01% | 0.01% | 1220 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tidemark, LLC | History | No change | 374 | 173 | 0.04% | 0.05% | 1221 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 370 | 171 | 0.01% | 0.01% | 1222 | +1 | 0.27% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 360 | 166 | 0.06% | 0.03% | 1224 | +180 | 100.0% | Q1 2026 | Apr 23, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 360 | 166 | 0.03% | 0.03% | 1223 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 355 | 164 | 0.04% | 0.19% | 1227 | -1,328 | -78.91% | Q1 2026 | Apr 15, 2026 |
| Global Trust Asset Management, LLC | History | No change | 356 | 164 | 0.06% | 0.07% | 1225 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 356 | 164 | 0.02% | 0.02% | 1226 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bangor Savings Bank | History | No change | 345 | 159 | 0.01% | 0.01% | 1228 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Bogart Wealth, LLC | History | Reduced | 342 | 158 | 0.01% | 0.01% | 1229 | -139 | -28.9% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | Reduced | 334 | 154 | 0.03% | 0.04% | 1230 | -40 | -10.7% | Q1 2026 | May 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 328 | 151 | 0.01% | 0.01% | 1231 | -37 | -10.14% | Q1 2026 | Apr 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 323 | 149 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Strategic Investment Advisors / MI | History | New | 307 | 142 | 0.01% | — | 1233 | +307 | New | Q1 2026 | May 18, 2026 |
| Curat Global, LLC | History | Reduced | 305 | 141 | 0.14% | 0.35% | 1234 | -349 | -53.36% | Q1 2026 | Apr 21, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 300 | 139 | 0.04% | 0.02% | 1235 | +214 | 248.84% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 300 | 139 | 0.04% | 0.05% | 1236 | -23 | -7.12% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 300 | 138 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 300 | 138 | 0.0% | 0.0% | 1238 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 300 | 138 | 0.05% | 0.05% | 1239 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kentucky Trust Co | History | No change | 290 | 134 | 0.07% | 0.07% | 1240 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vanguard National Trust Co | History | New | 285 | 132 | 0.01% | — | 1241 | +285 | New | Q1 2026 | May 08, 2026 |
| Aspect Partners, LLC | History | Added to | 279 | 129 | 0.05% | 0.06% | 1242 | +1 | 0.36% | Q1 2026 | Apr 02, 2026 |
| PROTECTIVE LIFE CORP | History | New | 277 | 128 | 0.43% | — | 1243 | +277 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 273 | 126 | 0.04% | 0.04% | 1244 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Added to | 256 | 119 | 0.0% | 0.0% | 1245 | +1 | 0.39% | Q1 2026 | May 14, 2026 |
| Westfuller Advisors, LLC | History | Added to | 254 | 118 | 0.05% | 0.05% | 1246 | +1 | 0.4% | Q1 2026 | Apr 28, 2026 |
| Westend Capital Management, LLC | History | No change | 250 | 115 | 0.03% | 0.03% | 1247 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | No change | 250 | 115 | 0.03% | 0.03% | 1248 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Davis Capital Management | History | No change | 246 | 113 | 0.08% | 0.08% | 1249 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MCF Advisors LLC | History | Added to | 237 | 110 | 0.0% | 0.0% | 1250 | +100 | 72.99% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 236 | 109 | 0.06% | 0.07% | 1252 | -50 | -17.48% | Q1 2026 | May 15, 2026 |
| UNION SAVINGS BANK | History | No change | 236 | 109 | 0.05% | 0.05% | 1251 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 233 | 107 | 0.03% | — | 1253 | +233 | New | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 230 | 106 | 0.01% | 0.01% | 1254 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 221 | 102 | 0.02% | 0.02% | 1255 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 216 | 100 | 0.01% | 0.01% | 1256 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 215 | 99 | 0.01% | 0.01% | 1257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 212 | 98 | 0.1% | 0.1% | 1258 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | Added to | 209 | 96 | 0.01% | 0.01% | 1259 | +1 | 0.48% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | Added to | 206 | 95 | 0.05% | 0.05% | 1261 | +9 | 4.57% | Q1 2026 | May 13, 2026 |
| GGM Financial LLC | History | Added to | 206 | 95 | 0.04% | 0.05% | 1260 | +1 | 0.49% | Q1 2026 | May 11, 2026 |
| Community Bank, N.A. | History | New | 194 | 89 | 0.01% | — | 1262 | +194 | New | Q1 2026 | May 12, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 192 | 88 | 0.03% | 0.02% | 1263 | +50 | 35.21% | Q1 2026 | Apr 29, 2026 |
| TrustBank | History | Reduced | 187 | 86 | 0.03% | 0.06% | 1264 | -132 | -41.38% | Q1 2026 | May 04, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 184 | 85 | 0.04% | — | 1265 | +184 | New | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 181 | 84 | 0.03% | 0.03% | 1266 | +1 | 0.56% | Q1 2026 | May 01, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 173 | 79 | 0.08% | 0.08% | 1267 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Nemes Rush Group LLC | History | No change | 169 | 78 | 0.01% | 0.01% | 1268 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BOKF, NA | History | Reduced | 162 | 75 | 0.0% | 0.01% | 1269 | -653 | -80.12% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 164 | 75 | 0.01% | 0.01% | 1270 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 163 | 75 | 0.04% | 0.05% | 1271 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Birch Capital Management, LLC | History | Added to | 159 | 73 | 0.04% | 0.03% | 1272 | +28 | 21.37% | Q1 2026 | Apr 15, 2026 |
| LOM Asset Management Ltd | History | Reduced | 153 | 70 | 0.02% | 0.02% | 1273 | -22 | -12.57% | Q1 2026 | May 05, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 150 | 69 | 0.02% | 0.02% | 1274 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 150 | 69 | 0.04% | 0.04% | 1275 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 144 | 66 | 0.04% | 0.04% | 1276 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 143 | 66 | 0.03% | 0.03% | 1277 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 142 | 65 | 0.0% | 0.0% | 1278 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 134 | 64 | 0.02% | 0.02% | 1279 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| United Community Bank | History | No change | 140 | 64 | 0.02% | 0.03% | 1280 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 134 | 62 | 0.0% | 0.01% | 1281 | -52 | -27.96% | Q1 2026 | Apr 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 132 | 61 | 0.0% | — | 1282 | +132 | New | Q1 2026 | May 12, 2026 |
| Security National Bank | History | No change | 130 | 60 | 0.01% | 0.01% | 1283 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 125 | 57 | 0.01% | 0.01% | 1284 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 120 | 57 | 0.04% | 0.04% | 1285 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 122 | 56 | 0.02% | 0.02% | 1286 | +1 | 0.83% | Q1 2026 | Apr 17, 2026 |
| Graney & King, LLC | History | No change | 119 | 55 | 0.03% | 0.03% | 1287 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Fairscale Capital, LLC | History | No change | 110 | 51 | 0.04% | 0.03% | 1288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | New | 108 | 50 | 0.01% | — | 1291 | +108 | New | Q1 2026 | Apr 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 108 | 50 | 0.01% | 0.01% | 1289 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 110 | 50 | 0.01% | 0.01% | 1290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Reduced | 106 | 49 | 0.03% | 0.05% | 1293 | -6 | -5.36% | Q1 2026 | May 07, 2026 |
| Crews Bank & Trust | History | No change | 106 | 49 | 0.01% | 0.01% | 1292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 105 | 48 | 0.04% | 0.04% | 1294 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 102 | 47 | 0.0% | 0.0% | 1296 | -1 | -0.97% | Q1 2026 | Apr 20, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 103 | 47 | 0.0% | 0.0% | 1295 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Management Group, LLC | History | New | 100 | 46 | 0.01% | — | 1298 | +100 | New | Q1 2026 | Apr 23, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 100 | 46 | 0.04% | 0.02% | 1297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 94 | 43 | 0.0% | 0.0% | 1299 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 91 | 42 | 0.02% | 0.01% | 1300 | +50 | 121.95% | Q1 2026 | Apr 13, 2026 |
| JNBA Financial Advisors | History | Added to | 89 | 41 | 0.0% | 0.0% | 1301 | +9 | 11.25% | Q1 2026 | Apr 22, 2026 |
| CDKV HOLDINGS LLC | History | No change | 90 | 41 | 0.04% | 0.04% | 1302 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 87 | 40 | 0.03% | 0.03% | 1303 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 84 | 38 | 0.0% | 0.0% | 1304 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Independence Bank of Kentucky | History | No change | 80 | 37 | 0.0% | 0.0% | 1305 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 80 | 37 | 0.01% | 0.01% | 1306 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WPG Advisers, LLC | History | No change | 80 | 37 | 0.03% | 0.03% | 1307 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 79 | 36 | 0.02% | — | 1309 | +79 | New | Q1 2026 | May 08, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 79 | 36 | 0.0% | 0.0% | 1308 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dorato Capital Management | History | No change | 75 | 35 | 0.03% | 0.03% | 1310 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pioneer Family Office, LLC | History | No change | 75 | 34 | 0.02% | 0.02% | 1311 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hamrick Investment Counsel, llc | History | New | 70 | 32 | 0.02% | — | 1313 | +70 | New | Q1 2026 | May 11, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 70 | 32 | 0.01% | 0.01% | 1312 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Synergy Investment Management, LLC | History | New | 68 | 31 | 0.01% | — | 1314 | +68 | New | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 66 | 30 | 0.01% | 0.01% | 1315 | +1 | 1.54% | Q1 2026 | Apr 09, 2026 |
| LRI Investments, LLC | History | No change | 63 | 29 | 0.0% | 0.0% | 1316 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 61 | 28 | 0.01% | 0.01% | 1317 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 61 | 28 | 0.0% | 0.0% | 1318 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 62 | 28 | 0.0% | 0.0% | 1319 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 58 | 26 | 0.0% | 0.0% | 1320 | -10 | -14.71% | Q1 2026 | Apr 27, 2026 |
| Coston, McIsaac & Partners | History | No change | 57 | 26 | 0.01% | 0.01% | 1321 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Horrell Capital Management, Inc. | History | No change | 56 | 25 | 0.01% | 0.01% | 1322 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| High Point Wealth Management, LLC | History | New | 53 | 24 | 0.02% | — | 1327 | +53 | New | Q1 2026 | Apr 08, 2026 |
| BALLAST ADVISORS LLC | History | New | 52 | 24 | 0.01% | — | 1326 | +52 | New | Q1 2026 | May 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 53 | 24 | 0.0% | 0.0% | 1323 | +1 | 1.92% | Q1 2026 | Apr 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 51 | 24 | 0.03% | 0.03% | 1325 | +1 | 2.0% | Q1 2026 | Apr 29, 2026 |
| Versant Capital Management, Inc | History | No change | 53 | 24 | 0.0% | 0.0% | 1324 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Community Financial Services Group, LLC | History | New | 50 | 23 | 0.0% | — | 1328 | +50 | New | Q1 2026 | Apr 08, 2026 |
| ORG Partners LLC | History | No change | 47 | 22 | 0.0% | 0.0% | 1329 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Riverview Trust Co | History | No change | 47 | 21 | 0.03% | 0.03% | 1330 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pflug Koory, LLC | History | No change | 46 | 21 | 0.01% | 0.01% | 1331 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 44 | 20 | 0.0% | 0.0% | 1332 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Access Investment Management LLC | History | No change | 45 | 20 | 0.01% | 0.01% | 1333 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Rossby Financial, LCC | History | No change | 45 | 20 | 0.0% | 0.01% | 1334 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 42 | 19 | 0.01% | 0.0% | 1336 | +20 | 90.91% | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | Added to | 42 | 19 | 0.0% | 0.0% | 1335 | +10 | 31.25% | Q1 2026 | Apr 29, 2026 |
| Imprint Wealth LLC | History | Reduced | 39 | 18 | 0.08% | 5.0% | 1338 | -2,186 | -98.25% | Q1 2026 | May 15, 2026 |
| Stephens Consulting, LLC | History | No change | 38 | 18 | 0.01% | 0.01% | 1337 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cetera Trust Company, N.A | History | No change | 40 | 18 | 0.01% | 0.01% | 1339 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 40 | 18 | 0.02% | 0.02% | 1340 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 33 | 15 | 0.0% | 0.0% | 1341 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | No change | 33 | 15 | 0.0% | 0.0% | 1342 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 32 | 14 | 0.01% | 0.01% | 1344 | +7 | 28.0% | Q1 2026 | Apr 24, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 32 | 14 | 0.01% | 0.01% | 1343 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| United Financial Planning Group LLC | History | Reduced | 30 | 13 | 0.01% | 0.01% | 1345 | -10 | -25.0% | Q1 2026 | May 08, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 24 | 11 | 0.01% | — | 1347 | +24 | New | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 24 | 11 | 0.0% | 0.0% | 1346 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Eukles Asset Management | History | No change | 22 | 10 | 0.0% | 0.0% | 1348 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clark Wealth Partners | History | New | 21 | 9 | 0.01% | — | 1349 | +21 | New | Q1 2026 | May 11, 2026 |
| First Pacific Financial | History | No change | 18 | 8 | 0.0% | 0.0% | 1350 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 17 | 7 | 0.0% | 0.0% | 1351 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 14 | 6 | 0.0% | 0.0% | 1352 | -2 | -12.5% | Q1 2026 | Apr 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 15 | 6 | 0.0% | 0.0% | 1353 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McIlrath & Eck, LLC | History | No change | 11 | 5 | 0.0% | 0.0% | 1354 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TSFG, LLC | History | No change | 10 | 5 | 0.0% | 0.0% | 1355 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| New Millennium Group LLC | History | No change | 11 | 5 | 0.0% | 0.0% | 1356 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hickory Point Bank & Trust | History | New | 9 | 4 | 0.0% | — | 1363 | +9 | New | Q1 2026 | Apr 03, 2026 |
| Morse Asset Management, Inc | History | No change | 10 | 4 | 0.0% | 0.0% | 1357 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 10 | 4 | 0.0% | 0.0% | 1358 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 10 | 4 | 0.0% | 0.0% | 1359 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 9 | 4 | 0.0% | 0.0% | 1360 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 10 | 4 | 0.0% | 0.0% | 1361 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 10 | 4 | 0.0% | 0.0% | 1362 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CGC Financial Services, LLC | History | No change | 8 | 3 | 0.0% | 0.0% | 1364 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| American Capital Advisory, LLC | History | No change | 7 | 3 | 0.0% | 0.0% | 1365 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 8 | 3 | 0.0% | 0.0% | 1366 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Grove Bank & Trust | History | New | 5 | 2 | 0.0% | — | 1370 | +5 | New | Q1 2026 | Apr 08, 2026 |
| HighMark Wealth Management LLC | History | Added to | 5 | 2 | 0.0% | 0.0% | 1368 | +1 | 25.0% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 6 | 2 | 0.0% | 0.0% | 1367 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 5 | 2 | 0.0% | 0.0% | 1369 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 3 | 1 | 0.0% | — | 1376 | +3 | New | Q1 2026 | Apr 14, 2026 |
| Centerpoint Advisors, LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 1371 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Decker Retirement Planning Inc. | History | No change | 3 | 1 | 0.0% | 0.0% | 1372 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 1373 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kilter Group LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 1374 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 1375 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.08% | — | -208,258 | -100.0% | Q1 2026 | May 15, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 7.31% | — | -69,754 | -100.0% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -60,891 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.23% | — | -55,600 | -100.0% | Q1 2026 | May 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 3.44% | — | -55,002 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GenWealth Group, Inc. | History | Closed out | 0 | 0 | — | 4.33% | — | -51,376 | -100.0% | Q1 2026 | May 11, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -49,999 | -100.0% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -42,229 | -100.0% | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 3.23% | — | -36,444 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -30,808 | -100.0% | Q1 2026 | May 12, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 8.52% | — | -29,118 | -100.0% | Q1 2026 | May 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 2.57% | — | -24,945 | -100.0% | Q1 2026 | May 12, 2026 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 3.84% | — | -21,193 | -100.0% | Q1 2026 | May 05, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 2.3% | — | -20,924 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MOON CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 4.18% | — | -13,978 | -100.0% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.18% | — | -11,332 | -100.0% | Q1 2026 | May 13, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.25% | — | -9,800 | -100.0% | Q1 2026 | May 04, 2026 |
| XY Capital Ltd | History | Closed out | 0 | 0 | — | 2.63% | — | -8,699 | -100.0% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,200 | -100.0% | Q1 2026 | May 14, 2026 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 4.83% | — | -6,202 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,961 | -100.0% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,671 | -100.0% | Q1 2026 | May 20, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.11% | — | -2,629 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,562 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.98% | — | -2,528 | -100.0% | Q1 2026 | May 08, 2026 |
| Stone Wealth Partners | History | Closed out | 0 | 0 | — | 0.92% | — | -2,146 | -100.0% | Q1 2026 | May 07, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.75% | — | -2,017 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,514 | -100.0% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.0% | — | -1,507 | -100.0% | Q1 2026 | May 11, 2026 |
| D.B. Root & Company, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,493 | -100.0% | Q1 2026 | May 12, 2026 |
| First Western Trust Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -1,400 | -100.0% | Q1 2026 | May 12, 2026 |
| Pasadena Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,392 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -1,387 | -100.0% | Q1 2026 | May 04, 2026 |
| Thoma Capital Management LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -1,370 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,173 | -100.0% | Q1 2026 | May 12, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,143 | -100.0% | Q1 2026 | May 01, 2026 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,021 | -100.0% | Q1 2026 | May 07, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -947 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -901 | -100.0% | Q1 2026 | Apr 07, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -891 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -881 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Gambit Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -755 | -100.0% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -709 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Checchi Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -678 | -100.0% | Q1 2026 | May 04, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -667 | -100.0% | Q1 2026 | Apr 20, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Closed out | 0 | 0 | — | 0.05% | — | -640 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Nadler Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -636 | -100.0% | Q1 2026 | May 04, 2026 |
| Prostatis Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -634 | -100.0% | Q1 2026 | May 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -629 | -100.0% | Q1 2026 | May 06, 2026 |
| Clear Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -629 | -100.0% | Q1 2026 | Apr 17, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.23% | — | -600 | -100.0% | Q1 2026 | May 14, 2026 |
| ADG Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -596 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SJBENEN ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -590 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -574 | -100.0% | Q1 2026 | May 07, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 14, 2026 |
| Portland Global Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -500 | -100.0% | Q1 2026 | May 11, 2026 |
| Clarity Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -499 | -100.0% | Q1 2026 | May 01, 2026 |
| DDD Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -480 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Accel Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -478 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Maple Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -466 | -100.0% | Q1 2026 | May 08, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -464 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -458 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RiverFront Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -455 | -100.0% | Q1 2026 | May 11, 2026 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -453 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -448 | -100.0% | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -438 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Opulen Financial Group LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -435 | -100.0% | Q1 2026 | Apr 29, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -433 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -431 | -100.0% | Q1 2026 | May 05, 2026 |
| Prepared Retirement Institute LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -430 | -100.0% | Q1 2026 | May 15, 2026 |
| MKD WEALTH COACHES, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -428 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Holland Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -427 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Prosperity Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -425 | -100.0% | Q1 2026 | May 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -424 | -100.0% | Q1 2026 | May 01, 2026 |
| Planning Center, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -423 | -100.0% | Q1 2026 | Apr 28, 2026 |
| RiverTree Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -422 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -421 | -100.0% | Q1 2026 | May 12, 2026 |
| PMG Family Office LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -421 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Hudson Value Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -420 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Howard Capital Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -420 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Mustard Seed Financial, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -420 | -100.0% | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -417 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Fund Advisors of America Inc/FL | History | Closed out | 0 | 0 | — | 0.18% | — | -417 | -100.0% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q1 2026 | May 04, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -200 | -100.0% | Q1 2026 | May 06, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -141 | -100.0% | Q1 2026 | May 13, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -123 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -112 | -100.0% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -102 | -100.0% | Q1 2026 | May 13, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Closed out | 0 | 0 | — | 0.06% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -90 | -100.0% | Q1 2026 | May 11, 2026 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -81 | -100.0% | Q1 2026 | May 06, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -79 | -98.75% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -70 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -63 | -100.0% | Q1 2026 | May 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 14, 2026 |
| Deane Retirement Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -50 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 01, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.01% | — | -30 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | May 12, 2026 |
| Y.D. More Investments Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | May 04, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | May 19, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gould Capital, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |