iSHARES TRUST - DVY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,065,913 | 1,221,259 | 0.09% | 0.08% | 1 | -104,255 | -1.28% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,518,944 | 987,033 | 0.06% | 0.05% | 2 | +12,150 | 0.19% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,808,227 | 576,603 | 0.11% | 0.1% | 3 | +272 | 0.01% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,506,722 | 530,952 | 0.31% | 0.27% | 4 | -47,188 | -1.33% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,106,667 | 470,380 | 0.06% | 0.05% | 5 | +50,828 | 1.66% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,746,436 | 415,836 | 0.07% | 0.07% | 6 | -327,341 | -10.65% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,791,778 | 271,293 | 0.07% | 0.07% | 7 | +2,312 | 0.13% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,608,990 | 243,617 | 0.04% | 0.04% | 8 | -86,721 | -5.11% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,536,717 | 230,553 | 0.01% | 0.01% | 9 | -109,835 | -6.67% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,487,430 | 225,211 | 0.06% | 0.06% | 10 | +85,820 | 6.12% | Q1 2026 | May 04, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 1,375 | 208,189 | 9.25% | 0.91% | 11 | -20,462 | -93.7% | Q1 2026 | Apr 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,184,494 | 179,344 | 0.06% | 0.05% | 12 | +14,004 | 1.2% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 1,163,600 | 176,180 | 0.03% | 0.03% | 13 | -26,265 | -2.21% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,103,131 | 167,025 | 0.2% | 0.18% | 14 | -8,377 | -0.75% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,099,024 | 166,403 | 0.22% | 0.21% | 15 | -36,281 | -3.2% | Q1 2026 | Apr 27, 2026 |
| Howard Capital Management Inc. | History | No change | 1,011,427 | 153,140 | 2.5% | 1.85% | 16 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 782,566 | 118,488 | 0.02% | 0.0% | 17 | +752,277 | 2483.66% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 768,498 | 116,358 | 0.04% | 0.04% | 18 | -11,323 | -1.45% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 692,694 | 104,880 | 0.01% | 0.01% | 19 | -1,208 | -0.17% | Q1 2026 | May 15, 2026 |
| Northside Capital Management, LLC | History | Reduced | 653,948 | 99,014 | 8.69% | 8.02% | 20 | -35 | -0.01% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 645,684 | 97,763 | 0.18% | 0.1% | 21 | +413,908 | 178.58% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 590,546 | 89,414 | 0.12% | 0.11% | 22 | -15,786 | -2.6% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 551,385 | 83,485 | 0.15% | 0.13% | 23 | +43,838 | 8.64% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 539,922 | 81,749 | 0.09% | 0.08% | 24 | +29,898 | 5.86% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 503,672 | 76,226 | 0.02% | 0.02% | 25 | -48,735 | -8.82% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 485,314 | 73,510 | 0.11% | 0.08% | 26 | +103,756 | 27.19% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 465,699 | 70,517 | 0.08% | 0.07% | 27 | -526 | -0.11% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | New | 441,375 | 66,828 | 0.02% | — | 28 | +441,375 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 412,591 | 62,470 | 0.04% | 0.03% | 29 | +102,721 | 33.15% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 427,919 | 60,396 | 0.24% | 0.24% | 30 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 395,961 | 59,948 | 0.07% | 0.07% | 31 | -5,835 | -1.45% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 331,481 | 50,189 | 0.05% | 0.05% | 32 | -79 | -0.02% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 329,415 | 49,876 | 0.28% | 0.25% | 33 | +36,079 | 12.3% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 317,572 | 48,083 | 0.03% | 0.03% | 34 | +8,969 | 2.91% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Added to | 313,946 | 47,534 | 1.03% | 1.01% | 35 | +8,806 | 2.89% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 311,822 | 47,212 | 0.04% | 0.04% | 36 | +8,277 | 2.73% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 300,002 | 45,427 | 0.35% | 0.32% | 37 | -274 | -0.09% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 283,465 | 42,919 | 0.07% | 0.06% | 38 | -1,971 | -0.69% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 280,769 | 42,511 | 0.21% | 0.21% | 39 | +5,202 | 1.89% | Q1 2026 | May 11, 2026 |
| MYDA Advisors LLC | History | New | 260,000 | 39,366 | 6.48% | — | 40 | +260,000 | New | Q1 2026 | May 14, 2026 |
| Moment Partners, LLC | History | Added to | 258,828 | 39,189 | 6.99% | 7.47% | 41 | +1,547 | 0.6% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Added to | 253,777 | 38,424 | 0.13% | 0.11% | 42 | +8,201 | 3.34% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 242,901 | 36,777 | 0.06% | 0.06% | 43 | -13,517 | -5.27% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 238,781 | 36,154 | 0.09% | 0.07% | 44 | +18,051 | 8.18% | Q1 2026 | Apr 22, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 230,707 | 34,931 | 2.13% | 1.99% | 45 | +1,594 | 0.7% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 225,100 | 34,082 | 0.0% | 0.01% | 46 | -419,600 | -65.08% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 240,055 | 33,881 | 0.16% | 0.16% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 220,488 | 33,384 | 0.07% | 0.06% | 48 | -2,618 | -1.17% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 213,855 | 32,379 | 0.15% | 0.13% | 49 | +22,564 | 11.8% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 204,920 | 31,026 | 0.0% | 0.01% | 50 | -169,704 | -45.3% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 193,751 | 29,335 | 0.0% | 0.0% | 51 | +25,281 | 15.01% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 189,696 | 28,721 | 4.98% | 4.69% | 52 | -876 | -0.46% | Q1 2026 | May 12, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 184,182 | 27,887 | 0.76% | 2.15% | 53 | -321,507 | -63.58% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 181,493 | 27,479 | 0.33% | 0.31% | 54 | +2,384 | 1.33% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 179,913 | 27,240 | 0.01% | 0.01% | 55 | +2,771 | 1.56% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 176,755 | 26,763 | 0.07% | 0.06% | 56 | +14,479 | 8.92% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 165,919 | 25,121 | 0.1% | 0.07% | 57 | +48,896 | 41.78% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 165,348 | 25,035 | 0.07% | 0.06% | 58 | +333 | 0.2% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 163,287 | 23,594 | 0.05% | 0.04% | 59 | -48,846 | -23.03% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 151,168 | 22,888 | 4.94% | 4.41% | 60 | -19,223 | -11.28% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 150,983 | 22,860 | 0.03% | 0.04% | 61 | -28,494 | -15.88% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 145,765 | 22,061 | 0.02% | 0.02% | 62 | +581 | 0.4% | Q1 2026 | May 14, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 144,903 | 21,939 | 1.03% | 1.13% | 63 | -21,595 | -12.97% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 142,798 | 21,615 | 0.11% | 0.11% | 64 | -1,690 | -1.17% | Q1 2026 | May 15, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 142,176 | 21,526 | 7.74% | 8.55% | 65 | -26,486 | -15.7% | Q1 2026 | May 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 137,997 | 20,894 | 0.71% | 0.73% | 66 | -9,882 | -6.68% | Q1 2026 | Apr 17, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 266,000 | 20,821 | 3.77% | 1.86% | 67 | +194,533 | 272.2% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 135,137 | 20,461 | 0.13% | 0.12% | 68 | +1,171 | 0.87% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 132,188 | 20,015 | 0.03% | 0.03% | 69 | +3,742 | 2.91% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 132,078 | 19,997 | 0.27% | 0.25% | 70 | +4,474 | 3.51% | Q1 2026 | May 15, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 128,315 | 19,428 | 11.6% | 11.65% | 71 | -2,638 | -2.01% | Q1 2026 | Apr 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 124,552 | 18,858 | 1.21% | 1.08% | 72 | +3,741 | 3.1% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 123,757 | 18,738 | 0.27% | 0.26% | 73 | +4,315 | 3.61% | Q1 2026 | Apr 17, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 119,877 | 18,150 | 3.77% | 3.45% | 74 | +1,592 | 1.35% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 122,603 | 17,378 | 0.11% | 0.1% | 75 | +14,839 | 13.77% | Q1 2026 | May 15, 2026 |
| Round Rock Advisors LLC | History | Added to | 114,647 | 17,358 | 2.66% | 2.35% | 76 | +3,734 | 3.37% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 109,595 | 16,593 | 0.19% | 0.19% | 77 | -11,044 | -9.15% | Q1 2026 | May 05, 2026 |
| KWMG, LLC | History | Added to | 109,170 | 16,529 | 1.38% | 1.29% | 78 | +3,243 | 3.06% | Q1 2026 | Apr 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 106,014 | 16,051 | 1.76% | 1.58% | 79 | +328 | 0.31% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 105,702 | 16,004 | 0.01% | 0.0% | 80 | +48,578 | 85.04% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 104,112 | 15,763 | 0.12% | 0.11% | 81 | -544 | -0.52% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 103,563 | 15,680 | 0.09% | 0.07% | 82 | +10,294 | 11.04% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 103,168 | 15,620 | 0.07% | 0.06% | 83 | +3,895 | 3.92% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 101,349 | 15,345 | 0.05% | 0.05% | 84 | -11,857 | -10.47% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 98,909 | 14,973 | 0.04% | 0.03% | 85 | +26,511 | 36.62% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 98,714 | 14,946 | 0.08% | 0.01% | 86 | +89,198 | 937.35% | Q1 2026 | May 13, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 98,520 | 14,916 | 5.14% | 4.76% | 87 | +659 | 0.67% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 95,057 | 14,358 | 0.02% | 0.03% | 88 | -187,266 | -66.33% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 93,756 | 14,195 | 0.07% | 0.07% | 89 | +1,171 | 1.26% | Q1 2026 | May 08, 2026 |
| JGP Wealth Management, LLC | History | Added to | 92,380 | 13,987 | 1.45% | 1.24% | 90 | +8,000 | 9.48% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 92,235 | 13,965 | 0.07% | 0.08% | 91 | +9,503 | 11.49% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 91,571 | 13,864 | 0.02% | 0.02% | 92 | +2,569 | 2.89% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 89,086 | 13,488 | 0.04% | 0.03% | 93 | -5,829 | -6.14% | Q1 2026 | May 04, 2026 |
| North Star Investment Management Corp. | History | Added to | 82,521 | 12,494 | 0.76% | 0.73% | 94 | +1 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Reduced | 81,582 | 12,352 | 0.07% | 0.07% | 95 | -2,842 | -3.37% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Added to | 79,441 | 12,028 | 0.26% | 0.2% | 96 | +14,800 | 22.9% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 75,872 | 11,487 | 0.02% | 0.01% | 97 | +30,179 | 66.05% | Q1 2026 | May 15, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 75,016 | 11,358 | 3.69% | 2.93% | 98 | +9,935 | 15.27% | Q1 2026 | Apr 21, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 74,238 | 11,240 | 2.5% | 2.02% | 99 | +8,898 | 13.62% | Q1 2026 | May 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 74,171 | 11,230 | 0.06% | 0.06% | 100 | +44 | 0.06% | Q1 2026 | May 05, 2026 |
| Allen Investment Management, LLC | History | No change | 72,973 | 11,048 | 0.14% | 0.11% | 101 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 72,556 | 10,985 | 0.09% | 0.1% | 102 | +14,499 | 24.97% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 71,361 | 10,804 | 0.04% | 0.04% | 103 | +3,474 | 5.12% | Q1 2026 | May 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 70,643 | 10,696 | 1.48% | 1.39% | 104 | +211 | 0.3% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 69,172 | 10,473 | 0.18% | 0.2% | 105 | -17,995 | -20.64% | Q1 2026 | Apr 21, 2026 |
| Twin Tree Management, LP | History | New | 67,700 | 10,250 | 0.22% | — | 106 | +67,700 | New | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 63,420 | 9,602 | 1.81% | 1.55% | 107 | -1,730 | -2.66% | Q1 2026 | May 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 62,958 | 9,532 | 0.45% | 0.42% | 108 | +1,867 | 3.06% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 62,064 | 9,397 | 0.19% | 0.19% | 109 | -1,756 | -2.75% | Q1 2026 | Apr 27, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 61,797 | 9,356 | 0.89% | 0.82% | 110 | -1,046 | -1.66% | Q1 2026 | Apr 16, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 61,686 | 9,339 | 2.34% | 2.12% | 111 | -776 | -1.24% | Q1 2026 | Apr 28, 2026 |
| IFG Advisors, LLC | History | Reduced | 61,205 | 9,267 | 1.52% | 2.71% | 112 | -54,209 | -46.97% | Q1 2026 | Apr 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 60,500 | 9,160 | 0.01% | 0.0% | 113 | +51,000 | 536.84% | Q1 2026 | May 15, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 60,130 | 9,104 | 3.14% | 2.88% | 114 | +1,464 | 2.5% | Q1 2026 | May 13, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 64,112 | 9,048 | 3.73% | 3.73% | 115 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 58,781 | 8,900 | 2.44% | 2.61% | 116 | -4,878 | -7.66% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 58,375 | 8,838 | 0.01% | — | 117 | +58,375 | New | Q1 2026 | May 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 56,527 | 8,558 | 0.59% | 0.53% | 118 | -153 | -0.27% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 55,941 | 8,470 | 0.18% | 0.18% | 119 | -4,680 | -7.72% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 55,816 | 8,451 | 0.05% | 0.05% | 120 | -1,603 | -2.79% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 58,960 | 8,321 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | Added to | 54,926 | 8,316 | 0.05% | 0.03% | 122 | +3,000 | 5.78% | Q1 2026 | May 14, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 54,073 | 8,187 | 0.36% | 0.38% | 123 | -10,678 | -16.49% | Q1 2026 | May 11, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 54,068 | 8,186 | 1.45% | 1.34% | 124 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BOKF, NA | History | Reduced | 53,865 | 8,155 | 0.12% | 0.2% | 125 | -36,844 | -40.62% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 53,087 | 8,038 | 0.13% | 0.1% | 126 | +8,756 | 19.75% | Q1 2026 | Apr 14, 2026 |
| Stelac Advisory Services LLC | History | Added to | 53,051 | 8,032 | 1.63% | 2.28% | 127 | +7,449 | 16.33% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 52,847 | 8,001 | 0.27% | 0.24% | 128 | +13 | 0.02% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 53,154 | 7,947 | 0.0% | 0.0% | 129 | +11,990 | 29.13% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 52,313 | 7,920 | 0.02% | 0.02% | 130 | -1,935 | -3.57% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Reduced | 50,743 | 7,672 | 0.33% | 0.32% | 131 | -643 | -1.25% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 50,495 | 7,645 | 0.09% | 0.1% | 132 | +1,318 | 2.68% | Q1 2026 | Apr 23, 2026 |
| Lee Financial Co | History | Reduced | 50,091 | 7,584 | 1.07% | 0.98% | 133 | -1,488 | -2.88% | Q1 2026 | Apr 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 49,492 | 7,493 | 0.73% | 0.65% | 134 | +675 | 1.38% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 47,269 | 7,157 | 0.17% | 0.14% | 135 | +2,259 | 5.02% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | Reduced | 46,932 | 7,105 | 0.11% | 0.1% | 136 | -30 | -0.06% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 46,312 | 7,012 | 0.08% | 0.08% | 137 | +1,222 | 2.71% | Q1 2026 | May 08, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 45,808 | 7,003 | 0.63% | 0.74% | 138 | -8,386 | -15.47% | Q1 2026 | Apr 20, 2026 |
| Callan Family Office, LLC | History | No change | 46,179 | 6,991 | 0.16% | 0.14% | 139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 45,668 | 6,914 | 0.96% | 0.88% | 140 | +7 | 0.02% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 44,001 | 6,662 | 0.06% | 0.06% | 141 | +9,439 | 27.31% | Q1 2026 | May 06, 2026 |
| Wealth Quarterback LLC | History | Reduced | 43,466 | 6,581 | 2.59% | 2.4% | 142 | -3,727 | -7.9% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Added to | 43,418 | 6,573 | 0.14% | 0.13% | 143 | +1,509 | 3.6% | Q1 2026 | Apr 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 43,077 | 6,522 | 1.01% | 0.99% | 144 | +50 | 0.12% | Q1 2026 | May 07, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 42,468 | 6,430 | 0.37% | 0.34% | 145 | -448 | -1.04% | Q1 2026 | May 07, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 41,653 | 6,306 | 1.15% | 1.05% | 146 | +1,834 | 4.61% | Q1 2026 | Apr 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 41,385 | 6,266 | 0.33% | 0.33% | 147 | -5,268 | -11.29% | Q1 2026 | Apr 13, 2026 |
| Rathbones Group PLC | History | Reduced | 40,358 | 6,110 | 0.03% | 0.02% | 148 | -588 | -1.44% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 39,994 | 6,055 | 0.39% | 0.33% | 149 | +4,710 | 13.35% | Q1 2026 | Apr 15, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 39,750 | 6,018 | 0.77% | 0.73% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 39,372 | 5,961 | 1.65% | 1.49% | 151 | -157 | -0.4% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 38,986 | 5,902 | 0.08% | 0.09% | 152 | -8,930 | -18.64% | Q1 2026 | May 01, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 38,931 | 5,894 | 2.88% | 2.68% | 153 | -1,851 | -4.54% | Q1 2026 | Apr 08, 2026 |
| Eagle Bay Advisors LLC | History | No change | 38,710 | 5,861 | 5.17% | 3.99% | 154 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 38,433 | 5,819 | 1.94% | 1.81% | 155 | -494 | -1.27% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 38,370 | 5,809 | 0.04% | 0.05% | 156 | -8,231 | -17.66% | Q1 2026 | Apr 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 36,682 | 5,553 | 0.03% | 0.03% | 157 | +3,795 | 11.54% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Added to | 36,595 | 5,540 | 0.29% | 0.25% | 158 | +979 | 2.75% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 36,537 | 5,532 | 0.35% | — | 159 | +36,537 | New | Q1 2026 | May 08, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 36,485 | 5,524 | 1.21% | 1.12% | 160 | +405 | 1.12% | Q1 2026 | Apr 30, 2026 |
| Mendel Capital Management LLC | History | New | 36,388 | 5,509 | 2.77% | — | 161 | +36,388 | New | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 35,489 | 5,373 | 0.06% | 0.05% | 162 | +1,367 | 4.01% | Q1 2026 | Apr 20, 2026 |
| Balentine LLC | History | Reduced | 35,485 | 5,372 | 0.22% | 0.2% | 163 | -2,112 | -5.62% | Q1 2026 | Apr 24, 2026 |
| SIG BROKERAGE, LP | History | No change | 34,954 | 5,292 | 0.14% | 0.15% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 34,831 | 5,273 | 0.07% | 0.06% | 165 | +2,612 | 8.11% | Q1 2026 | Apr 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 34,582 | 5,236 | 0.88% | 0.82% | 166 | -81 | -0.23% | Q1 2026 | Apr 21, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 34,492 | 5,222 | 0.35% | 0.3% | 167 | +3,904 | 12.76% | Q1 2026 | May 12, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 34,126 | 5,167 | 2.39% | — | 168 | +34,126 | New | Q1 2026 | Apr 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 34,081 | 5,160 | 0.9% | 0.86% | 169 | -932 | -2.66% | Q1 2026 | Apr 16, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 33,828 | 5,121 | 0.02% | 0.02% | 170 | -2,945 | -8.01% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 35,756 | 5,046 | 0.0% | 0.0% | 171 | +5,301 | 17.41% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 32,978 | 4,993 | 0.02% | 0.02% | 173 | -409 | -1.23% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 32,982 | 4,993 | 0.32% | 0.29% | 172 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 32,822 | 4,969 | 0.49% | 0.45% | 174 | -485 | -1.46% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,734 | 4,956 | 0.0% | 0.0% | 175 | +2,634 | 8.75% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 32,219 | 4,878 | 0.23% | 0.22% | 176 | +13 | 0.04% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 31,281 | 4,858 | 0.08% | 0.08% | 177 | -47 | -0.15% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 31,840 | 4,821 | 0.15% | 0.05% | 178 | +21,972 | 222.66% | Q1 2026 | May 15, 2026 |
| Cornerstone Management, Inc. | History | Added to | 31,760 | 4,808 | 0.77% | 0.73% | 179 | +232 | 0.74% | Q1 2026 | Apr 16, 2026 |
| Omega Financial Group, LLC | History | Reduced | 31,542 | 4,775 | 1.55% | 1.55% | 180 | -1,829 | -5.48% | Q1 2026 | May 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 31,425 | 4,758 | 1.7% | 1.6% | 181 | -79 | -0.25% | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 31,366 | 4,749 | 0.06% | 0.07% | 182 | +553 | 1.79% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 31,287 | 4,737 | 0.02% | 0.02% | 183 | -154 | -0.49% | Q1 2026 | Apr 24, 2026 |
| Keebeck Wealth Management | History | Reduced | 31,180 | 4,720 | 0.53% | 0.59% | 184 | -5,311 | -14.55% | Q1 2026 | May 14, 2026 |
| LGL PARTNERS, LLC | History | Added to | 31,077 | 4,705 | 1.94% | 1.86% | 185 | +207 | 0.67% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 30,911 | 4,680 | 0.03% | 0.03% | 186 | -875 | -2.75% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 30,741 | 4,654 | 0.13% | 0.12% | 187 | +1,284 | 4.36% | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | New | 30,607 | 4,634 | 0.51% | — | 188 | +30,607 | New | Q1 2026 | May 07, 2026 |
| Sankala Group LLC | History | Added to | 30,640 | 4,616 | 3.77% | 3.81% | 189 | +173 | 0.57% | Q1 2026 | Mar 31, 2026 |
| FULTON BANK, N.A. | History | Reduced | 30,459 | 4,611 | 0.16% | 0.15% | 190 | -12 | -0.04% | Q1 2026 | Apr 24, 2026 |
| Hilltop Holdings Inc. | History | Added to | 30,203 | 4,572 | 0.41% | 0.24% | 191 | +1,610 | 5.63% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,141 | 4,563 | 0.09% | 0.08% | 192 | +2,834 | 10.38% | Q1 2026 | Apr 14, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 30,088 | 4,555 | 0.63% | 0.57% | 193 | -1,000 | -3.22% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | New | 30,025 | 4,546 | 0.05% | — | 194 | +30,025 | New | Q1 2026 | May 12, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 29,817 | 4,514 | 1.2% | 1.09% | 195 | -109 | -0.36% | Q1 2026 | Apr 23, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 29,783 | 4,509 | 0.96% | 0.96% | 196 | -246 | -0.82% | Q1 2026 | Apr 09, 2026 |
| VANGUARD GROUP INC | History | No change | 31,901 | 4,502 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 29,557 | 4,475 | 1.62% | 1.44% | 198 | +641 | 2.22% | Q1 2026 | May 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 31,526 | 4,449 | 0.29% | 0.29% | 199 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | Reduced | 29,303 | 4,436 | 0.11% | 0.09% | 200 | -620 | -2.07% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 29,209 | 4,422 | 0.14% | 0.07% | 201 | +12,596 | 75.82% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 29,256 | 4,418 | 0.04% | 0.04% | 202 | +1,185 | 4.22% | Q1 2026 | Apr 07, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 29,069 | 4,401 | 2.67% | 2.33% | 203 | +932 | 3.31% | Q1 2026 | May 13, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 28,942 | 4,382 | 1.84% | 1.6% | 204 | +34 | 0.12% | Q1 2026 | Apr 29, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 28,804 | 4,361 | 1.21% | 1.12% | 205 | +17 | 0.06% | Q1 2026 | May 08, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 28,752 | 4,353 | 0.31% | 0.3% | 206 | -578 | -1.97% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 28,729 | 4,349 | 0.06% | 0.06% | 207 | -778 | -2.64% | Q1 2026 | Apr 08, 2026 |
| BlackRock, Inc. | History | Reduced | 28,683 | 4,342 | 0.0% | 0.0% | 208 | -14,846 | -34.11% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 28,455 | 4,308 | 0.18% | — | 209 | +28,455 | New | Q1 2026 | May 14, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 28,187 | 4,267 | 0.68% | 0.42% | 210 | +12,063 | 74.81% | Q1 2026 | Apr 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 28,173 | 4,265 | 0.01% | 0.01% | 211 | +2,703 | 10.61% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Reduced | 28,112 | 4,256 | 0.01% | 0.01% | 212 | -1,691 | -5.67% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 27,883 | 4,221 | 0.44% | 0.42% | 213 | +1 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Florin Court Capital LLP | History | Added to | 27,700 | 4,194 | 15.83% | 4.11% | 214 | +6,800 | 32.54% | Q1 2026 | May 06, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 27,372 | 4,144 | 0.52% | 0.47% | 215 | -28 | -0.1% | Q1 2026 | Apr 21, 2026 |
| My Personal CFO, LLC | History | Added to | 27,273 | 4,129 | 1.81% | 1.58% | 216 | +411 | 1.53% | Q1 2026 | Apr 21, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 27,205 | 4,119 | 3.53% | 3.22% | 217 | +887 | 3.37% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 27,083 | 4,100 | 0.01% | 0.01% | 218 | +3,212 | 13.46% | Q1 2026 | May 06, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 26,824 | 4,061 | 0.94% | 0.87% | 219 | -66 | -0.25% | Q1 2026 | May 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 26,587 | 4,025 | 1.89% | 1.62% | 220 | +452 | 1.73% | Q1 2026 | May 14, 2026 |
| Private Capital Management, LLC | History | New | 26,386 | 3,995 | 0.4% | — | 221 | +26,386 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 26,350 | 3,989 | 0.0% | 0.0% | 222 | +14,769 | 127.53% | Q1 2026 | May 06, 2026 |
| Argent Trust Co | History | Added to | 26,319 | 3,984 | 0.14% | 0.13% | 223 | +172 | 0.66% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 26,259 | 3,976 | 0.1% | 0.11% | 224 | -1,401 | -5.07% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 26,229 | 3,971 | 0.08% | 0.06% | 225 | +4,694 | 21.8% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 26,072 | 3,947 | 0.02% | 0.02% | 226 | +2,161 | 9.04% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,738 | 3,897 | 0.06% | 0.03% | 227 | +14,822 | 135.78% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,723 | 3,894 | 0.07% | 0.01% | 228 | +20,767 | 419.03% | Q1 2026 | May 11, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 25,089 | 3,798 | 2.22% | 2.22% | 229 | -584 | -2.27% | Q1 2026 | Apr 23, 2026 |
| Argent Advisors, Inc. | History | Added to | 24,924 | 3,773 | 1.03% | 0.96% | 230 | +504 | 2.06% | Q1 2026 | Apr 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 24,755 | 3,748 | 0.03% | 0.03% | 231 | -1,993 | -7.45% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 24,626 | 3,728 | 0.09% | 0.02% | 232 | +18,572 | 306.77% | Q1 2026 | Apr 07, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 24,199 | 3,668 | 0.87% | 0.78% | 233 | +234 | 0.98% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 24,194 | 3,663 | 0.09% | 0.08% | 234 | +61 | 0.25% | Q1 2026 | May 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 23,954 | 3,626 | 0.1% | 0.08% | 235 | +993 | 4.32% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | Reduced | 23,664 | 3,582 | 0.3% | 0.27% | 236 | -632 | -2.6% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 23,458 | 3,551 | 0.16% | 0.14% | 237 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 23,409 | 3,544 | 1.31% | 1.2% | 238 | -166 | -0.7% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 23,325 | 3,531 | 0.08% | 0.08% | 239 | +307 | 1.33% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 23,315 | 3,530 | 0.2% | 0.19% | 240 | +6 | 0.03% | Q1 2026 | Apr 20, 2026 |
| Granite FO LLC | History | Reduced | 23,237 | 3,518 | 2.08% | 2.15% | 241 | -5,350 | -18.71% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 23,100 | 3,497 | 0.02% | 0.01% | 242 | +97 | 0.42% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | Added to | 23,029 | 3,486 | 0.81% | 0.75% | 243 | +316 | 1.39% | Q1 2026 | May 12, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 22,968 | 3,477 | 1.66% | 1.58% | 244 | -40 | -0.17% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 22,205 | 3,362 | 0.08% | 0.09% | 245 | -4,525 | -16.93% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 22,140 | 3,352 | 1.85% | 1.76% | 246 | -633 | -2.78% | Q1 2026 | Apr 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 21,996 | 3,340 | 0.07% | 0.07% | 247 | +1,976 | 9.87% | Q1 2026 | May 04, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 21,916 | 3,318 | 0.77% | 0.72% | 248 | -144 | -0.65% | Q1 2026 | Apr 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 21,911 | 3,317 | 0.19% | 0.18% | 249 | +1 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 21,817 | 3,303 | 0.22% | 0.08% | 250 | +13,069 | 149.39% | Q1 2026 | Apr 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 21,761 | 3,294 | 0.09% | 0.08% | 251 | +253 | 1.18% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Reduced | 21,684 | 3,283 | 0.09% | 0.09% | 252 | -274 | -1.25% | Q1 2026 | May 04, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 21,419 | 3,243 | 0.11% | 0.11% | 253 | -2,078 | -8.84% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Reduced | 21,389 | 3,238 | 0.12% | 0.14% | 254 | -367 | -1.69% | Q1 2026 | May 19, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 21,354 | 3,233 | 0.06% | 0.06% | 255 | +19 | 0.09% | Q1 2026 | May 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 21,250 | 3,217 | 0.77% | 0.69% | 256 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 21,080 | 3,210 | 0.06% | 0.08% | 257 | -66 | -0.31% | Q1 2026 | May 11, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 21,145 | 3,201 | 1.57% | 1.46% | 258 | +351 | 1.69% | Q1 2026 | Apr 22, 2026 |
| Narwhal Capital Management | History | Added to | 20,998 | 3,179 | 0.23% | 0.22% | 259 | +28 | 0.13% | Q1 2026 | Apr 23, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 20,955 | 3,172 | 0.12% | 0.1% | 260 | -658 | -3.04% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 20,772 | 3,145 | 0.02% | 0.02% | 261 | +892 | 4.49% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 20,749 | 3,141 | 0.05% | 0.06% | 262 | -4,281 | -17.1% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 20,329 | 3,078 | 0.04% | 0.04% | 263 | -1,761 | -7.97% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 20,320 | 3,076 | 0.05% | 0.05% | 264 | -1,331 | -6.15% | Q1 2026 | Apr 27, 2026 |
| Plancorp, LLC | History | No change | 20,151 | 3,071 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 20,136 | 3,048 | 0.02% | 0.02% | 266 | +430 | 2.18% | Q1 2026 | May 01, 2026 |
| Providence First Trust Co | History | Added to | 19,964 | 3,022 | 1.06% | 0.66% | 267 | +6,522 | 48.52% | Q1 2026 | May 04, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 19,892 | 3,011 | 0.29% | 0.27% | 268 | -371 | -1.83% | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 19,580 | 2,963 | 0.93% | 0.88% | 269 | +120 | 0.62% | Q1 2026 | May 14, 2026 |
| PW Nova Financial Services LLC | History | Added to | 19,364 | 2,931 | 0.74% | 0.95% | 270 | +1,835 | 10.47% | Q1 2026 | Apr 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 19,297 | 2,921 | 0.1% | 0.08% | 271 | +1,408 | 7.87% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 19,187 | 2,905 | 0.23% | 0.2% | 272 | +503 | 2.69% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 19,019 | 2,879 | 0.27% | 0.25% | 273 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Corundum Trust Company, INC | History | No change | 18,872 | 2,857 | 6.52% | 6.06% | 274 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 18,804 | 2,847 | 0.0% | 0.0% | 275 | -2,515 | -11.8% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 18,724 | 2,834 | 0.4% | 0.37% | 276 | -374 | -1.96% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Reduced | 18,704 | 2,832 | 0.13% | 0.12% | 277 | -22 | -0.12% | Q1 2026 | Apr 30, 2026 |
| Zhang Financial LLC | History | Added to | 18,480 | 2,798 | 0.1% | 0.1% | 278 | +7 | 0.04% | Q1 2026 | May 06, 2026 |
| Banco de Sabadell, S.A | History | Reduced | 18,560 | 2,791 | 1.85% | 2.27% | 279 | -6,166 | -24.94% | Q1 2026 | May 08, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 18,351 | 2,778 | 1.48% | 1.39% | 280 | +6 | 0.03% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 18,283 | 2,777 | 0.06% | 0.05% | 281 | +17 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Added to | 18,305 | 2,771 | 0.03% | 0.03% | 282 | +1,553 | 9.27% | Q1 2026 | May 01, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 18,258 | 2,764 | 0.28% | 0.29% | 283 | -359 | -1.93% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,253 | 2,763 | 0.05% | 0.05% | 284 | +568 | 3.21% | Q1 2026 | May 07, 2026 |
| FineMark National Bank & Trust | History | No change | 19,573 | 2,762 | 0.09% | 0.09% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WESBANCO BANK INC | History | Reduced | 18,191 | 2,754 | 0.08% | 0.07% | 286 | -297 | -1.61% | Q1 2026 | Apr 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 18,170 | 2,751 | 0.04% | 0.03% | 287 | -133 | -0.73% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Reduced | 18,163 | 2,750 | 0.03% | 0.02% | 288 | -897 | -4.71% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,081 | 2,737 | 0.02% | 0.04% | 289 | -17,034 | -48.51% | Q1 2026 | May 13, 2026 |
| American Wealth Advisors, LLC | History | Added to | 18,056 | 2,733 | 2.85% | 1.86% | 290 | +4,602 | 34.21% | Q1 2026 | Apr 29, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 17,843 | 2,701 | 0.11% | 0.1% | 291 | +137 | 0.77% | Q1 2026 | Apr 14, 2026 |
| CITY HOLDING CO | History | Reduced | 17,681 | 2,677 | 0.33% | 0.34% | 292 | -1,648 | -8.53% | Q1 2026 | Apr 15, 2026 |
| IFC Advisors LLC | History | No change | 17,673 | 2,675 | 0.38% | 0.36% | 293 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 17,116 | 2,591 | 0.01% | 0.01% | 294 | +5,106 | 42.51% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | New | 45,680 | 2,589 | 0.33% | — | 295 | +45,680 | New | Q1 2026 | Apr 30, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 17,002 | 2,574 | 0.08% | 0.08% | 296 | -113 | -0.66% | Q1 2026 | Apr 16, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 17,000 | 2,573 | 0.16% | 0.14% | 297 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 16,925 | 2,562 | 0.09% | 0.09% | 298 | -13 | -0.08% | Q1 2026 | Apr 20, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 16,825 | 2,547 | 0.02% | 0.01% | 299 | +2,710 | 19.2% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,774 | 2,539 | 0.1% | 0.09% | 300 | -708 | -4.05% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 16,728 | 2,532 | 0.15% | 0.15% | 301 | -683 | -3.92% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 16,700 | 2,529 | 0.0% | 0.0% | 302 | +12,149 | 266.95% | Q1 2026 | May 01, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 16,660 | 2,522 | 0.39% | 0.35% | 303 | +100 | 0.6% | Q1 2026 | May 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 16,656 | 2,521 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 16,537 | 2,503 | 0.04% | 0.06% | 305 | -11,579 | -41.18% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 16,487 | 2,496 | 0.03% | 0.03% | 306 | -2,417 | -12.79% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 17,538 | 2,475 | 0.12% | 0.12% | 307 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 16,342 | 2,474 | 0.67% | 0.65% | 308 | -28 | -0.17% | Q1 2026 | Apr 24, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 16,308 | 2,469 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 16,197 | 2,452 | 0.82% | 0.65% | 310 | +228 | 1.43% | Q1 2026 | Apr 29, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 16,155 | 2,446 | 0.22% | — | 311 | +16,155 | New | Q1 2026 | Apr 08, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 17,270 | 2,437 | 0.79% | 0.79% | 312 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Care LLC | History | New | 16,028 | 2,426 | 2.16% | — | 313 | +16,028 | New | Q1 2026 | Apr 24, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 15,343 | 2,397 | 0.0% | 0.01% | 314 | -237,043 | -93.92% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 15,823 | 2,395 | 0.19% | 0.17% | 315 | +112 | 0.71% | Q1 2026 | Apr 10, 2026 |
| STEPHENS INC /AR/ | History | Added to | 15,749 | 2,384 | 0.03% | 0.03% | 316 | +333 | 2.16% | Q1 2026 | Apr 28, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | No change | 15,680 | 2,374 | 0.11% | 0.1% | 317 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Asset Management Group, Inc. | History | Added to | 15,648 | 2,369 | 0.38% | 0.35% | 318 | +102 | 0.66% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 15,570 | 2,357 | 0.3% | 0.32% | 319 | -2,400 | -13.36% | Q1 2026 | Apr 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 15,474 | 2,342 | 0.13% | 0.06% | 320 | +8,049 | 108.4% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 15,444 | 2,338 | 0.54% | 0.5% | 321 | -16 | -0.1% | Q1 2026 | Apr 17, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 15,384 | 2,329 | 0.29% | 0.29% | 322 | -1,046 | -6.37% | Q1 2026 | May 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 15,253 | 2,309 | 0.07% | 0.06% | 323 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 15,105 | 2,287 | 0.04% | 0.04% | 324 | -242 | -1.58% | Q1 2026 | May 18, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 14,984 | 2,268 | 0.05% | 0.07% | 325 | -8,634 | -36.56% | Q1 2026 | May 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 14,972 | 2,266 | 0.5% | 0.46% | 326 | +68 | 0.46% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 15,871 | 2,240 | 0.2% | 0.2% | 327 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NorthRock Partners, LLC | History | Added to | 14,753 | 2,233 | 0.04% | 0.03% | 328 | +405 | 2.82% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,695 | 2,225 | 0.06% | 0.05% | 329 | +2,573 | 21.23% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 14,690 | 2,224 | 0.0% | 0.0% | 330 | +3,989 | 37.28% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 14,754 | 2,224 | 0.01% | 0.01% | 331 | +2,591 | 21.3% | Q1 2026 | May 12, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 14,670 | 2,221 | 0.23% | 0.22% | 332 | -513 | -3.38% | Q1 2026 | May 12, 2026 |
| Peoples Bank/KS | History | Added to | 14,638 | 2,216 | 2.23% | 2.03% | 333 | +315 | 2.2% | Q1 2026 | Apr 15, 2026 |
| Everhart Financial Group, Inc. | History | New | 14,552 | 2,203 | 0.19% | — | 334 | +14,552 | New | Q1 2026 | Apr 09, 2026 |
| Bensler, LLC | History | Reduced | 14,549 | 2,202 | 0.23% | 0.22% | 335 | -767 | -5.01% | Q1 2026 | May 01, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 14,439 | 2,186 | 0.27% | 0.25% | 336 | +7 | 0.05% | Q1 2026 | Apr 23, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 14,415 | 2,182 | 0.99% | 0.94% | 337 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 14,375 | 2,176 | 0.03% | 0.03% | 338 | +352 | 2.51% | Q1 2026 | May 08, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 14,288 | 2,175 | 0.22% | 0.27% | 339 | -1 | -0.01% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 14,362 | 2,174 | 0.05% | 0.05% | 340 | +674 | 4.92% | Q1 2026 | Apr 29, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 14,330 | 2,169 | 0.35% | 0.34% | 341 | -65 | -0.45% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,245 | 2,156 | 0.02% | 0.02% | 342 | -156 | -1.08% | Q1 2026 | Apr 28, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 14,206 | 2,150 | 1.32% | 1.18% | 343 | +9 | 0.06% | Q1 2026 | May 11, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 15,231 | 2,149 | 0.63% | 0.63% | 344 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 14,163 | 2,144 | 0.03% | 0.03% | 345 | -324 | -2.24% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 14,154 | 2,143 | 0.01% | 0.01% | 346 | -155 | -1.08% | Q1 2026 | May 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 14,083 | 2,132 | 0.11% | 0.11% | 347 | +9 | 0.06% | Q1 2026 | Apr 08, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 14,028 | 2,123 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 13,969 | 2,115 | 0.07% | 0.07% | 349 | -459 | -3.18% | Q1 2026 | Apr 06, 2026 |
| Private Capital Advisors, Inc. | History | No change | 13,975 | 2,115 | 0.24% | 0.2% | 350 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | Reduced | 13,945 | 2,111 | 1.08% | 0.96% | 351 | -100 | -0.71% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,916 | 2,107 | 0.02% | 0.02% | 352 | -1,817 | -11.55% | Q1 2026 | Apr 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 13,918 | 2,107 | 0.26% | 0.23% | 353 | +210 | 1.53% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 13,745 | 2,081 | 0.0% | 0.0% | 354 | -1,486 | -9.76% | Q1 2026 | Apr 30, 2026 |
| David J Yvars Group | History | Added to | 13,692 | 2,070 | 1.16% | 1.0% | 355 | +374 | 2.81% | Q1 2026 | Apr 08, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 14,654 | 2,068 | 0.16% | 0.16% | 356 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 13,600 | 2,059 | 0.15% | 0.14% | 357 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,558 | 2,052 | 0.05% | 0.04% | 358 | +1,811 | 15.42% | Q1 2026 | May 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 13,493 | 2,042 | 0.6% | 0.54% | 359 | +238 | 1.8% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,458 | 2,037 | 0.02% | 0.02% | 360 | +1,944 | 16.88% | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, Inc. | History | No change | 13,453 | 2,036 | 0.07% | 0.07% | 361 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MSH Capital Advisors LLC | History | Added to | 13,429 | 2,033 | 0.43% | 0.4% | 362 | +131 | 0.99% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 13,425 | 2,032 | 0.09% | 0.09% | 363 | -27 | -0.2% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 13,382 | 2,026 | 0.6% | 0.55% | 364 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LOM Asset Management Ltd | History | Added to | 13,318 | 2,016 | 0.58% | 0.54% | 365 | +141 | 1.07% | Q1 2026 | May 05, 2026 |
| Legacy Private Trust Co. | History | Reduced | 13,159 | 1,992 | 0.12% | 0.13% | 366 | -2,246 | -14.58% | Q1 2026 | Apr 07, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 14,111 | 1,991 | 3.01% | 3.01% | 367 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Reduced | 13,130 | 1,988 | 1.59% | 1.44% | 368 | -171 | -1.29% | Q1 2026 | May 11, 2026 |
| Carnegie Investment Counsel | History | Reduced | 13,081 | 1,980 | 0.04% | 0.03% | 369 | -1 | -0.01% | Q1 2026 | May 01, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 13,062 | 1,977 | 0.45% | 0.42% | 371 | -64 | -0.49% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,058 | 1,977 | 0.03% | 0.03% | 370 | +15 | 0.12% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 13,037 | 1,973 | 0.16% | 0.12% | 372 | +1,542 | 13.41% | Q1 2026 | Apr 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 13,028 | 1,972 | 0.02% | 0.02% | 373 | +446 | 3.54% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 12,999 | 1,968 | 0.04% | 0.03% | 374 | +1,292 | 11.04% | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,940 | 1,967 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 12,874 | 1,949 | 0.29% | 0.27% | 376 | -370 | -2.79% | Q1 2026 | Apr 29, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 12,829 | 1,942 | 0.49% | 0.47% | 377 | -15 | -0.12% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,815 | 1,935 | 0.13% | 0.13% | 378 | -733 | -5.41% | Q1 2026 | May 01, 2026 |
| Eagle Strategies LLC | History | Reduced | 12,741 | 1,929 | 0.23% | 0.25% | 379 | -859 | -6.32% | Q1 2026 | Apr 20, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 12,621 | 1,910 | 0.16% | 0.18% | 380 | -2,133 | -14.46% | Q1 2026 | Apr 27, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 12,527 | 1,909 | 0.41% | 0.39% | 381 | +1,368 | 12.26% | Q1 2026 | Apr 28, 2026 |
| NWAM LLC | History | Reduced | 12,602 | 1,908 | 0.11% | 0.11% | 382 | -237 | -1.85% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Added to | 12,590 | 1,906 | 0.01% | 0.01% | 383 | +3,095 | 32.6% | Q1 2026 | May 04, 2026 |
| Curi Capital, LLC | History | Reduced | 12,577 | 1,904 | 0.03% | 0.03% | 384 | -1,244 | -9.0% | Q1 2026 | May 15, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 12,564 | 1,902 | 0.1% | 0.09% | 385 | -350 | -2.71% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Reduced | 12,509 | 1,893 | 0.09% | 0.09% | 386 | -434 | -3.35% | Q1 2026 | Apr 27, 2026 |
| Simmons Bank | History | No change | 12,434 | 1,882 | 0.13% | 0.12% | 387 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 12,420 | 1,880 | 1.88% | 1.76% | 388 | +53 | 0.43% | Q1 2026 | Apr 16, 2026 |
| NCM Capital Management, LLC | History | Reduced | 12,264 | 1,856 | 0.66% | 0.67% | 389 | -490 | -3.84% | Q1 2026 | May 15, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 12,222 | 1,850 | 1.28% | 1.06% | 390 | +2,335 | 23.62% | Q1 2026 | Apr 21, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 12,146 | 1,838 | 0.69% | 0.78% | 391 | -3,177 | -20.73% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 12,105 | 1,832 | 0.05% | 0.03% | 392 | +3,810 | 45.93% | Q1 2026 | Apr 13, 2026 |
| Cypress Capital Group | History | Reduced | 12,077 | 1,828 | 0.21% | 0.19% | 393 | -100 | -0.82% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 11,968 | 1,812 | 0.16% | 0.15% | 394 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 11,940 | 1,807 | 0.13% | 0.15% | 395 | -2,227 | -15.72% | Q1 2026 | May 06, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 11,871 | 1,797 | 0.67% | 0.35% | 396 | +5,229 | 78.73% | Q1 2026 | May 18, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 11,846 | 1,793 | 0.02% | 0.02% | 397 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 11,751 | 1,779 | 0.08% | 0.07% | 398 | -361 | -2.98% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 11,661 | 1,765 | 0.01% | 0.01% | 399 | -15,161 | -56.52% | Q1 2026 | Apr 29, 2026 |
| CRA Financial Services, LLC | History | Added to | 11,652 | 1,764 | 0.23% | 0.21% | 400 | +269 | 2.36% | Q1 2026 | Apr 09, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 11,641 | 1,762 | 0.25% | 0.22% | 401 | +110 | 0.95% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 11,600 | 1,756 | 0.07% | 0.09% | 402 | -2,229 | -16.12% | Q1 2026 | Apr 30, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 11,594 | 1,755 | 0.18% | 0.22% | 403 | -2,783 | -19.36% | Q1 2026 | May 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 11,522 | 1,744 | 0.11% | 0.11% | 404 | -425 | -3.56% | Q1 2026 | Apr 14, 2026 |
| UNION SAVINGS BANK | History | Reduced | 11,487 | 1,739 | 0.76% | 0.74% | 405 | -691 | -5.67% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 11,431 | 1,730 | 0.01% | 0.01% | 406 | +2,331 | 25.62% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 11,400 | 1,726 | 0.0% | 0.01% | 407 | -5,800 | -33.72% | Q1 2026 | May 04, 2026 |
| Pacific Point Advisors, LLC | History | No change | 11,383 | 1,723 | 0.91% | 0.86% | 408 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Addison Capital Co | History | New | 11,368 | 1,721 | 0.31% | — | 409 | +11,368 | New | Q1 2026 | Apr 29, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 11,329 | 1,715 | 0.1% | 0.09% | 410 | +655 | 6.14% | Q1 2026 | May 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 11,223 | 1,699 | 0.16% | 0.15% | 411 | -399 | -3.43% | Q1 2026 | Apr 27, 2026 |
| JMG Financial Group, Ltd. | History | No change | 11,177 | 1,692 | 0.05% | 0.04% | 412 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,095 | 1,679 | 0.06% | 0.06% | 413 | -380 | -3.31% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 11,082 | 1,673 | 0.08% | 0.09% | 414 | -2,049 | -15.6% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 11,012 | 1,667 | 0.12% | 0.11% | 415 | +1,026 | 10.27% | Q1 2026 | May 05, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 10,985 | 1,663 | 0.6% | 0.52% | 416 | +12 | 0.11% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 10,965 | 1,660 | 0.02% | 0.01% | 417 | +6,665 | 155.0% | Q1 2026 | May 15, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 10,998 | 1,650 | 0.1% | 0.1% | 418 | -2,089 | -15.96% | Q1 2026 | May 14, 2026 |
| SVB WEALTH LLC | History | Reduced | 10,872 | 1,646 | 0.11% | 0.1% | 419 | -850 | -7.25% | Q1 2026 | Apr 17, 2026 |
| Montis Financial, LLC | History | Added to | 10,849 | 1,642 | 0.34% | 0.14% | 422 | +5,858 | 117.37% | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 10,851 | 1,642 | 0.02% | 0.02% | 421 | +877 | 8.79% | Q1 2026 | May 12, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 10,848 | 1,642 | 0.1% | 0.09% | 420 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TMB Capital Partners, LLC | History | No change | 10,795 | 1,634 | 0.55% | 0.52% | 423 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MLP3, LLC | History | Added to | 10,781 | 1,632 | 1.8% | 1.61% | 424 | +297 | 2.83% | Q1 2026 | Apr 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 10,751 | 1,627 | 0.05% | 0.01% | 425 | +8,637 | 408.56% | Q1 2026 | May 07, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 10,668 | 1,615 | 0.32% | 0.31% | 426 | -154 | -1.42% | Q1 2026 | May 14, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 10,646 | 1,611 | 0.75% | 0.64% | 427 | +227 | 2.18% | Q1 2026 | Apr 17, 2026 |
| Fox Hill Wealth Management | History | Reduced | 10,611 | 1,606 | 0.77% | 0.7% | 428 | -15 | -0.14% | Q1 2026 | May 12, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 10,567 | 1,600 | 1.23% | 1.2% | 429 | -200 | -1.86% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,560 | 1,598 | 0.06% | 0.05% | 430 | -221 | -2.05% | Q1 2026 | May 06, 2026 |
| Cove Private Wealth, LLC | History | Added to | 10,520 | 1,592 | 0.36% | 0.35% | 433 | +2,240 | 27.05% | Q1 2026 | May 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 10,518 | 1,592 | 0.09% | 0.09% | 432 | +71 | 0.68% | Q1 2026 | Apr 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 10,517 | 1,592 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 10,498 | 1,589 | 0.04% | 0.04% | 434 | -1,007 | -8.75% | Q1 2026 | Apr 28, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 10,495 | 1,589 | 1.39% | 1.14% | 435 | +835 | 8.64% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 10,494 | 1,588 | 0.04% | 0.03% | 436 | +158 | 1.53% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Added to | 10,470 | 1,585 | 0.28% | 0.25% | 437 | +341 | 3.37% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 10,415 | 1,576 | 0.24% | 0.24% | 438 | -140 | -1.33% | Q1 2026 | May 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 10,390 | 1,573 | 0.08% | 0.2% | 439 | -21,828 | -67.75% | Q1 2026 | Apr 28, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 10,367 | 1,569 | 0.05% | 0.05% | 440 | -333 | -3.11% | Q1 2026 | May 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 10,321 | 1,562 | 0.31% | 0.34% | 441 | -1,003 | -8.86% | Q1 2026 | Apr 14, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 10,273 | 1,555 | 0.58% | 0.58% | 442 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,232 | 1,549 | 0.09% | 0.09% | 444 | -897 | -8.06% | Q1 2026 | May 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 10,231 | 1,549 | 0.18% | 0.16% | 443 | +208 | 2.08% | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | No change | 10,968 | 1,547 | 0.1% | 0.1% | 445 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO | History | No change | 10,151 | 1,542 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WBH ADVISORY INC | History | Reduced | 10,157 | 1,533 | 0.11% | 0.11% | 447 | -349 | -3.32% | Q1 2026 | Apr 27, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 10,062 | 1,523 | 0.1% | 0.1% | 448 | -3 | -0.03% | Q1 2026 | May 06, 2026 |
| XML Financial, LLC | History | Added to | 10,054 | 1,522 | 0.12% | 0.11% | 449 | +878 | 9.57% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 9,917 | 1,521 | 0.09% | 0.14% | 450 | -7,004 | -41.39% | Q1 2026 | Apr 17, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 9,951 | 1,512 | 0.28% | 0.18% | 451 | +2,483 | 33.25% | Q1 2026 | May 11, 2026 |
| Trust Point Inc. | History | No change | 9,907 | 1,500 | 0.13% | 0.11% | 452 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 9,809 | 1,485 | 0.09% | 0.09% | 453 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Planned Solutions, Inc. | History | Added to | 9,726 | 1,472 | 0.48% | 0.44% | 454 | +10 | 0.1% | Q1 2026 | Apr 09, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 9,694 | 1,467 | 0.84% | 0.66% | 455 | +1,525 | 18.67% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,645 | 1,460 | 0.05% | 0.05% | 456 | -60 | -0.62% | Q1 2026 | Apr 28, 2026 |
| Farmers National Bank | History | No change | 10,283 | 1,451 | 0.32% | 0.32% | 457 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| waypoint wealth counsel | History | Reduced | 9,550 | 1,445 | 0.75% | 0.52% | 458 | -413 | -4.15% | Q1 2026 | Apr 23, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 9,536 | 1,443 | 0.59% | 0.53% | 459 | +106 | 1.12% | Q1 2026 | May 08, 2026 |
| HM PAYSON & CO | History | Added to | 9,462 | 1,432 | 0.02% | 0.02% | 460 | +32 | 0.34% | Q1 2026 | Apr 13, 2026 |
| WELCH & FORBES LLC | History | Added to | 9,451 | 1,430 | 0.02% | 0.02% | 461 | +35 | 0.37% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,442 | 1,429 | 0.05% | 0.05% | 462 | -550 | -5.5% | Q1 2026 | Apr 14, 2026 |
| Occidental Asset Management, LLC | History | No change | 9,395 | 1,422 | 0.17% | 0.16% | 463 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 9,375 | 1,419 | 0.56% | 0.54% | 464 | -890 | -8.67% | Q1 2026 | Apr 14, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 9,370 | 1,418 | 0.21% | 0.16% | 465 | +1,425 | 17.94% | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | No change | 10,007 | 1,412 | 0.09% | 0.09% | 466 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 9,309 | 1,409 | 0.03% | 0.02% | 467 | +243 | 2.68% | Q1 2026 | May 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 9,295 | 1,407 | 0.01% | — | 468 | +9,295 | New | Q1 2026 | May 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 9,274 | 1,404 | 0.04% | 0.03% | 469 | +30 | 0.32% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,261 | 1,402 | 0.02% | 0.01% | 470 | +874 | 10.42% | Q1 2026 | Apr 20, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | No change | 9,260 | 1,402 | 1.32% | 1.2% | 471 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 9,235 | 1,398 | 0.06% | 0.06% | 472 | -25 | -0.27% | Q1 2026 | May 05, 2026 |
| Challenger Wealth Management | History | No change | 9,884 | 1,395 | 1.06% | 1.06% | 473 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 9,198 | 1,392 | 0.02% | 0.02% | 474 | +792 | 9.42% | Q1 2026 | Apr 21, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 9,165 | 1,387 | 0.7% | 0.63% | 475 | +220 | 2.46% | Q1 2026 | Apr 16, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 9,064 | 1,372 | 0.22% | 0.2% | 476 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 9,033 | 1,367 | 0.02% | 0.02% | 478 | -102 | -1.12% | Q1 2026 | May 12, 2026 |
| GreatBanc Trust CO | History | No change | 9,035 | 1,367 | 0.96% | 0.9% | 477 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Freedom Financial Partners LLC | History | Added to | 8,963 | 1,357 | 0.48% | 0.46% | 480 | +45 | 0.5% | Q1 2026 | Apr 16, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 8,969 | 1,357 | 0.12% | 0.12% | 479 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,959 | 1,356 | 0.13% | 0.13% | 481 | +10 | 0.11% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,923 | 1,351 | 0.12% | 0.09% | 482 | +1,400 | 18.61% | Q1 2026 | Apr 30, 2026 |
| Embree Financial Group | History | Added to | 8,883 | 1,344 | 0.16% | 0.15% | 484 | +275 | 3.19% | Q1 2026 | Apr 23, 2026 |
| Wolff Financial Management LLC | History | Reduced | 8,880 | 1,344 | 0.3% | 0.28% | 483 | -16 | -0.18% | Q1 2026 | Apr 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 8,845 | 1,339 | 0.7% | 0.65% | 485 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 8,842 | 1,338 | 0.1% | 0.11% | 486 | -433 | -4.67% | Q1 2026 | Apr 30, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,828 | 1,336 | 0.08% | 0.07% | 487 | +925 | 11.7% | Q1 2026 | Apr 27, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 8,819 | 1,335 | 0.37% | 0.36% | 488 | +364 | 4.31% | Q1 2026 | Apr 24, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 8,759 | 1,326 | 0.15% | 0.14% | 489 | -285 | -3.15% | Q1 2026 | Apr 16, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 8,750 | 1,324 | 0.11% | 0.11% | 490 | -44 | -0.5% | Q1 2026 | Apr 13, 2026 |
| SCS Capital Management LLC | History | No change | 8,735 | 1,322 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Edge Wealth Management LLC | History | No change | 8,712 | 1,319 | 0.23% | 0.22% | 492 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 8,680 | 1,314 | 1.21% | 1.12% | 493 | -25 | -0.29% | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,671 | 1,312 | 0.04% | 0.03% | 494 | +2,622 | 43.35% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 8,630 | 1,306 | 0.02% | 0.02% | 495 | -179 | -2.03% | Q1 2026 | Apr 07, 2026 |
| Platform Technology Partners | History | Added to | 8,571 | 1,297 | 0.25% | 0.22% | 497 | +1,134 | 15.25% | Q1 2026 | Apr 27, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 8,571 | 1,297 | 0.07% | 0.06% | 496 | +47 | 0.55% | Q1 2026 | May 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 8,527 | 1,291 | 0.17% | 0.15% | 498 | +7 | 0.08% | Q1 2026 | May 08, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 8,521 | 1,290 | 0.04% | 0.04% | 499 | -894 | -9.5% | Q1 2026 | May 13, 2026 |
| ARS Investment Partners, LLC | History | No change | 8,511 | 1,288 | 0.07% | 0.07% | 500 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 8,464 | 1,281 | 0.04% | 0.03% | 501 | +297 | 3.64% | Q1 2026 | Apr 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 8,434 | 1,276 | 0.12% | 0.11% | 502 | -265 | -3.05% | Q1 2026 | May 01, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 8,430 | 1,276 | 0.26% | 0.25% | 503 | -19 | -0.22% | Q1 2026 | Apr 20, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 8,408 | 1,273 | 0.61% | 0.56% | 504 | +267 | 3.28% | Q1 2026 | May 05, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 8,370 | 1,267 | 0.63% | 0.42% | 505 | +2,383 | 39.8% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,296 | 1,256 | 0.03% | 0.01% | 508 | +4,583 | 123.43% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,300 | 1,256 | 0.01% | 0.01% | 507 | +1,830 | 28.28% | Q1 2026 | Apr 15, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 8,298 | 1,256 | 0.18% | 0.17% | 506 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DAVIDSON TRUST CO | History | No change | 8,281 | 1,253 | 0.54% | 0.49% | 509 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 8,274 | 1,252 | 0.07% | 0.07% | 510 | -554 | -6.28% | Q1 2026 | Apr 27, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 8,270 | 1,252 | 0.37% | 0.36% | 511 | -23 | -0.28% | Q1 2026 | Apr 20, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 8,255 | 1,249 | 0.09% | 0.07% | 512 | +1,054 | 14.64% | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 8,241 | 1,247 | 0.04% | 0.04% | 513 | -225 | -2.66% | Q1 2026 | May 07, 2026 |
| Old North State Trust, LLC | History | Reduced | 8,228 | 1,246 | 0.74% | 0.69% | 514 | -77 | -0.93% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,215 | 1,243 | 0.06% | 0.06% | 515 | +170 | 2.11% | Q1 2026 | Apr 15, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 8,201 | 1,241 | 0.07% | 0.07% | 516 | -6 | -0.07% | Q1 2026 | Apr 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 8,136 | 1,231 | 0.08% | 0.07% | 517 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 8,108 | 1,227 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 8,651 | 1,220 | 0.35% | 0.35% | 519 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 8,035 | 1,216 | 0.02% | 0.02% | 520 | -82 | -1.01% | Q1 2026 | May 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 8,012 | 1,213 | 0.48% | 0.45% | 521 | -276 | -3.33% | Q1 2026 | May 14, 2026 |
| Claris Financial LLC | History | Added to | 7,997 | 1,210 | 0.66% | 0.6% | 522 | +29 | 0.36% | Q1 2026 | May 18, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 7,962 | 1,205 | 0.27% | 0.26% | 523 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 7,957 | 1,204 | 0.91% | 0.94% | 524 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dodds Wealth, LLC | History | Added to | 7,922 | 1,199 | 0.29% | 0.26% | 525 | +396 | 5.26% | Q1 2026 | May 08, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 7,908 | 1,197 | 0.21% | 0.19% | 526 | +450 | 6.03% | Q1 2026 | May 05, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 7,909 | 1,197 | 0.27% | 0.25% | 527 | +350 | 4.63% | Q1 2026 | Apr 27, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 7,905 | 1,196 | 0.02% | 0.03% | 528 | -2,323 | -22.71% | Q1 2026 | May 14, 2026 |
| Legacy Trust | History | No change | 7,835 | 1,186 | 0.23% | 0.21% | 529 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Apella Capital, LLC | History | Added to | 7,720 | 1,182 | 0.02% | 0.01% | 530 | +2,454 | 46.6% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Corp | History | Reduced | 7,755 | 1,174 | 0.25% | 0.25% | 531 | -85 | -1.08% | Q1 2026 | May 04, 2026 |
| CVA Family Office, LLC | History | Added to | 7,740 | 1,171 | 0.12% | 0.13% | 532 | +11 | 0.14% | Q1 2026 | Apr 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 7,711 | 1,169 | 0.04% | 0.04% | 533 | -4,359 | -36.11% | Q1 2026 | Apr 08, 2026 |
| Accredited Investors Inc. | History | Reduced | 7,719 | 1,168 | 0.06% | 0.06% | 534 | -421 | -5.17% | Q1 2026 | Apr 30, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 7,593 | 1,164 | 0.04% | 0.04% | 535 | +661 | 9.54% | Q1 2026 | Apr 24, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 7,680 | 1,162 | 0.13% | 0.33% | 536 | -14,107 | -64.75% | Q1 2026 | Apr 29, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 7,585 | 1,148 | 0.08% | 0.1% | 537 | -3,063 | -28.77% | Q1 2026 | May 14, 2026 |
| Next Level Private LLC | History | Added to | 7,584 | 1,148 | 0.26% | 0.25% | 538 | +905 | 13.55% | Q1 2026 | Apr 23, 2026 |
| Sentinel Advisory Group, LLC | History | New | 7,569 | 1,146 | 0.56% | — | 539 | +7,569 | New | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,538 | 1,141 | 0.02% | 0.02% | 540 | -1,866 | -19.84% | Q1 2026 | Apr 22, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 7,534 | 1,140 | 0.82% | 0.61% | 541 | +1,605 | 27.07% | Q1 2026 | May 07, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | No change | 7,515 | 1,137 | 0.9% | 0.74% | 542 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,475 | 1,131 | 0.0% | 0.0% | 543 | -43 | -0.57% | Q1 2026 | May 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 7,465 | 1,130 | 0.57% | 0.63% | 544 | -188 | -2.46% | Q1 2026 | May 14, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 7,390 | 1,118 | 0.03% | 0.03% | 545 | -400 | -5.13% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | No change | 7,336 | 1,110 | 0.02% | 0.02% | 546 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,325 | 1,109 | 0.07% | 0.07% | 547 | +5 | 0.07% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | No change | 7,310 | 1,106 | 0.15% | 0.15% | 548 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Reduced | 7,297 | 1,104 | 0.03% | 0.03% | 549 | -65 | -0.88% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 7,220 | 1,093 | 0.06% | 0.06% | 550 | +45 | 0.63% | Q1 2026 | May 11, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 7,205 | 1,090 | 0.08% | 0.08% | 551 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| MKT Advisors LLC | History | Reduced | 7,182 | 1,089 | 0.37% | 0.37% | 552 | -272 | -3.65% | Q1 2026 | Apr 10, 2026 |
| Cadence Bank | History | No change | 7,678 | 1,083 | 0.06% | 0.06% | 553 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Code Waechter LLC | History | No change | 7,120 | 1,078 | 0.64% | 0.64% | 554 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 7,087 | 1,073 | 0.12% | 0.11% | 555 | +89 | 1.27% | Q1 2026 | Apr 16, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 7,093 | 1,073 | 0.3% | 0.29% | 556 | -35 | -0.49% | Q1 2026 | Apr 23, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 7,080 | 1,071 | 0.52% | 0.5% | 557 | -50 | -0.7% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,073 | 1,070 | 0.01% | 0.0% | 558 | +1,438 | 25.52% | Q1 2026 | May 13, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 7,058 | 1,068 | 0.66% | 0.6% | 559 | -125 | -1.74% | Q1 2026 | May 12, 2026 |
| INTRUST BANK NA | History | No change | 7,013 | 1,061 | 0.09% | 0.08% | 560 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 7,000 | 1,059 | 0.06% | 0.05% | 561 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vision Retirement, LLC | History | Added to | 6,952 | 1,052 | 0.3% | 0.26% | 562 | +8 | 0.12% | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,943 | 1,051 | 0.02% | 0.02% | 563 | +15 | 0.22% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 6,980 | 1,047 | 0.03% | 0.03% | 564 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 6,903 | 1,045 | 0.0% | 0.0% | 565 | -160 | -2.27% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,901 | 1,044 | 0.05% | 0.04% | 566 | +1,049 | 17.93% | Q1 2026 | Apr 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 6,895 | 1,043 | 0.12% | 0.09% | 567 | +828 | 13.65% | Q1 2026 | Apr 24, 2026 |
| Helium Advisors LLC | History | Added to | 6,851 | 1,037 | 0.99% | 0.97% | 568 | +31 | 0.45% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 6,843 | 1,036 | 0.02% | 0.02% | 569 | -400 | -5.52% | Q1 2026 | Apr 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 6,838 | 1,035 | 0.04% | 0.04% | 570 | -210 | -2.98% | Q1 2026 | May 11, 2026 |
| River Wealth Advisors LLC | History | Reduced | 6,835 | 1,034 | 0.12% | 0.12% | 571 | -667 | -8.89% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Reduced | 6,803 | 1,030 | 0.05% | 0.05% | 572 | -258 | -3.65% | Q1 2026 | May 05, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 6,769 | 1,024 | 1.55% | 1.45% | 575 | -191 | -2.74% | Q1 2026 | Apr 30, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 6,767 | 1,024 | 0.11% | 0.11% | 573 | -88 | -1.28% | Q1 2026 | May 05, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 6,766 | 1,024 | 0.24% | 0.22% | 574 | -53 | -0.78% | Q1 2026 | Apr 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 6,623 | 1,011 | 0.03% | 0.03% | 577 | +1,310 | 24.66% | Q1 2026 | May 14, 2026 |
| Able Wealth Management LLC | History | No change | 6,681 | 1,011 | 0.27% | 0.3% | 576 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 6,626 | 1,003 | 0.23% | 0.24% | 578 | -500 | -7.02% | Q1 2026 | May 07, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 6,624 | 1,002 | 0.02% | 0.01% | 579 | +1,886 | 39.81% | Q1 2026 | May 05, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 6,618 | 1,002 | 0.21% | 0.29% | 580 | -207 | -3.03% | Q1 2026 | Apr 22, 2026 |
| WealthTrust Axiom LLC | History | No change | 6,575 | 995 | 0.24% | 0.24% | 581 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 6,548 | 991 | 0.01% | 0.0% | 582 | +1,961 | 42.75% | Q1 2026 | May 14, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 6,530 | 988 | 0.93% | 1.07% | 583 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jupiter Wealth Management LLC | History | No change | 6,496 | 987 | 0.39% | 0.45% | 584 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sageworth Trust Co | History | Reduced | 6,485 | 981 | 0.04% | 0.04% | 585 | -56 | -0.86% | Q1 2026 | Apr 29, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,454 | 977 | 0.04% | 0.04% | 586 | +14 | 0.22% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 6,448 | 976 | 0.1% | 0.09% | 588 | +1,199 | 22.84% | Q1 2026 | Apr 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 6,449 | 976 | 0.3% | 0.27% | 587 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 6,443 | 975 | 0.08% | 0.12% | 589 | -3,250 | -33.53% | Q1 2026 | May 05, 2026 |
| Park Place Capital Corp | History | Reduced | 6,422 | 972 | 0.19% | 0.2% | 591 | -425 | -6.21% | Q1 2026 | Apr 09, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 6,420 | 972 | 0.16% | 0.16% | 590 | -25 | -0.39% | Q1 2026 | May 04, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 6,381 | 966 | 0.03% | 0.02% | 592 | +1,835 | 40.37% | Q1 2026 | May 14, 2026 |
| TruWealth Advisors, LLC | History | Added to | 6,378 | 965 | 0.05% | 0.04% | 593 | +5 | 0.08% | Q1 2026 | Apr 09, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 6,304 | 954 | 0.36% | 0.36% | 594 | -127 | -1.97% | Q1 2026 | Apr 23, 2026 |
| Point72 Asset Management, L.P. | History | New | 6,300 | 953 | 0.0% | — | 595 | +6,300 | New | Q1 2026 | May 15, 2026 |
| Reality Financial Planning Services, LLC | History | No change | 6,294 | 952 | 0.92% | 0.85% | 596 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 6,122 | 951 | 0.16% | 0.16% | 598 | -272 | -4.25% | Q1 2026 | May 08, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 6,212 | 951 | 0.26% | 0.24% | 597 | +5 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 6,257 | 947 | 0.72% | 0.63% | 600 | -27 | -0.43% | Q1 2026 | May 08, 2026 |
| ASPIRIANT, LLC | History | Added to | 6,255 | 947 | 0.03% | 0.03% | 599 | +4 | 0.06% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 6,228 | 942 | 0.07% | — | 601 | +6,228 | New | Q1 2026 | May 15, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 6,221 | 941 | 0.19% | 0.18% | 602 | -111 | -1.75% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 6,203 | 939 | 0.48% | 0.44% | 604 | +217 | 3.63% | Q1 2026 | May 15, 2026 |
| W ADVISORS, LLC | History | No change | 6,207 | 939 | 0.48% | 0.44% | 603 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 6,189 | 937 | 0.02% | 0.01% | 605 | -278 | -4.3% | Q1 2026 | May 13, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 6,184 | 936 | 0.07% | 0.06% | 606 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 6,173 | 935 | 0.32% | 0.3% | 607 | +11 | 0.18% | Q1 2026 | Apr 08, 2026 |
| BHK Investment Advisors, LLC | History | New | 6,165 | 933 | 0.31% | — | 609 | +6,165 | New | Q1 2026 | Apr 29, 2026 |
| ICONIQ Capital, LLC | History | No change | 6,164 | 933 | 0.02% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Advantage, Inc. | History | Reduced | 6,157 | 932 | 0.12% | 0.12% | 610 | -70 | -1.12% | Q1 2026 | Apr 10, 2026 |
| Retirement Planning Group, LLC | History | Added to | 6,153 | 931 | 0.03% | 0.03% | 611 | +678 | 12.38% | Q1 2026 | May 04, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 6,129 | 927 | 0.05% | 0.04% | 612 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 6,115 | 925 | 0.22% | 0.2% | 613 | -116 | -1.86% | Q1 2026 | Apr 16, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 6,102 | 923 | 0.13% | 0.11% | 615 | +5 | 0.08% | Q1 2026 | May 04, 2026 |
| Thomasville National Bank | History | No change | 6,543 | 923 | 0.06% | 0.06% | 614 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 6,000 | 908 | 0.68% | 0.45% | 617 | +2,000 | 50.0% | Q1 2026 | Apr 10, 2026 |
| DT Investment Partners, LLC | History | No change | 6,000 | 908 | 0.08% | 0.07% | 616 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 5,920 | 903 | 0.06% | 0.06% | 618 | -694 | -10.49% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,906 | 902 | 0.03% | 0.03% | 619 | -17 | -0.29% | Q1 2026 | Apr 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 5,908 | 894 | 0.03% | 0.02% | 620 | +246 | 4.34% | Q1 2026 | Apr 09, 2026 |
| First Citizens Financial Corp | History | Reduced | 5,908 | 894 | 0.42% | 0.41% | 621 | -6 | -0.1% | Q1 2026 | Apr 07, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 5,924 | 888 | 0.14% | 0.13% | 622 | -113 | -1.87% | Q1 2026 | May 07, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 5,804 | 878 | 0.66% | 0.59% | 623 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 5,798 | 877 | 0.11% | 0.1% | 625 | -137 | -2.31% | Q1 2026 | Apr 23, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,795 | 877 | 0.02% | 0.02% | 624 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| M1 Capital Management LLC | History | Added to | 5,787 | 876 | 0.4% | 0.34% | 626 | +30 | 0.52% | Q1 2026 | May 08, 2026 |
| CABANA LLC | History | Reduced | 5,772 | 874 | 6.86% | 7.2% | 627 | -1,042 | -15.29% | Q1 2026 | Apr 28, 2026 |
| Urban Wealth Management, LLC | History | No change | 5,743 | 869 | 0.89% | 0.75% | 628 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ASL Financial, LLC | History | No change | 5,716 | 865 | 0.69% | 0.63% | 629 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| High Falls Advisors, Inc | History | No change | 6,128 | 864 | 0.18% | 0.18% | 630 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,686 | 860 | 0.01% | 0.01% | 631 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Caprock Group, LLC | History | Reduced | 5,679 | 859 | 0.02% | 0.02% | 632 | -329 | -5.48% | Q1 2026 | May 11, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 5,679 | 859 | 0.1% | 0.09% | 633 | +11 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | Added to | 5,640 | 853 | 0.01% | 0.01% | 635 | +2,817 | 99.79% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | No change | 5,638 | 853 | 0.02% | 0.01% | 634 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 5,600 | 847 | 0.17% | 0.16% | 636 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 5,591 | 846 | 0.34% | 0.3% | 638 | -163 | -2.83% | Q1 2026 | Apr 23, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 5,591 | 846 | 0.06% | 0.06% | 637 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Montecito Bank & Trust | History | Reduced | 5,572 | 843 | 0.14% | 0.13% | 639 | -10 | -0.18% | Q1 2026 | Apr 16, 2026 |
| Gerald Baker Financial Group LLC | History | New | 5,567 | 842 | 0.27% | — | 640 | +5,567 | New | Q1 2026 | May 06, 2026 |
| Choate Investment Advisors | History | No change | 5,490 | 831 | 0.02% | 0.02% | 641 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 5,472 | 828 | 0.04% | 0.03% | 642 | +711 | 14.93% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,448 | 824 | 0.02% | 0.02% | 643 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 5,420 | 820 | 0.09% | 0.09% | 644 | +102 | 1.92% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,400 | 817 | 0.01% | 0.01% | 645 | +1,798 | 49.92% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,339 | 808 | 0.02% | 0.02% | 646 | +33 | 0.62% | Q1 2026 | Apr 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 5,274 | 798 | 0.04% | 0.05% | 648 | +2,560 | 94.33% | Q1 2026 | Apr 22, 2026 |
| GREENLEAF TRUST | History | Added to | 5,274 | 798 | 0.01% | 0.01% | 647 | +665 | 14.43% | Q1 2026 | Apr 27, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 5,270 | 797 | 0.05% | 0.05% | 649 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 5,253 | 795 | 0.06% | 0.06% | 650 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 5,284 | 792 | 0.05% | 0.05% | 651 | -2,058 | -28.03% | Q1 2026 | Apr 24, 2026 |
| Leo Wealth, LLC | History | Added to | 5,233 | 792 | 0.06% | 0.05% | 652 | +27 | 0.52% | Q1 2026 | May 05, 2026 |
| TCP Asset Management, LLC | History | Reduced | 5,194 | 786 | 0.1% | 0.12% | 653 | -61 | -1.16% | Q1 2026 | Apr 10, 2026 |
| WJ Financial Advisors LLC | History | No change | 5,188 | 785 | 0.63% | 0.65% | 654 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 5,180 | 784 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Reduced | 5,151 | 779 | 0.15% | 0.31% | 656 | -6,369 | -55.29% | Q1 2026 | Apr 13, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 5,144 | 778 | 0.44% | 0.47% | 657 | -150 | -2.83% | Q1 2026 | Apr 16, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,128 | 776 | 0.13% | 0.12% | 658 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 5,115 | 774 | 0.47% | 0.52% | 659 | -785 | -13.31% | Q1 2026 | May 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,104 | 772 | 0.02% | 0.02% | 660 | -15 | -0.29% | Q1 2026 | May 11, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 5,097 | 771 | 0.15% | 0.11% | 661 | -30 | -0.59% | Q1 2026 | Apr 29, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 5,081 | 769 | 0.12% | 0.12% | 662 | -396 | -7.23% | Q1 2026 | Apr 23, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,077 | 768 | 0.09% | 0.09% | 663 | +25 | 0.49% | Q1 2026 | May 08, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 5,064 | 766 | 0.15% | 0.12% | 664 | +39 | 0.78% | Q1 2026 | May 14, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 5,034 | 762 | 0.06% | 0.05% | 666 | +2 | 0.04% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 5,405 | 762 | 0.03% | 0.03% | 665 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Brookstone Capital Management | History | Added to | 5,014 | 759 | 0.01% | 0.01% | 667 | +147 | 3.02% | Q1 2026 | Apr 16, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 5,014 | 759 | 0.07% | 0.07% | 668 | -23 | -0.46% | Q1 2026 | Apr 27, 2026 |
| 55 North Private Wealth, LLC | History | No change | 5,000 | 757 | 0.19% | 0.19% | 669 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sculati Wealth Management, LLC | History | No change | 4,999 | 756 | 0.28% | 0.25% | 670 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ignite Planners, LLC | History | Reduced | 5,031 | 755 | 0.12% | 0.12% | 671 | -14 | -0.28% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,981 | 754 | 0.03% | 0.04% | 672 | -2,561 | -33.96% | Q1 2026 | Apr 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 4,974 | 753 | 0.03% | 0.03% | 673 | -271 | -5.17% | Q1 2026 | May 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 4,960 | 750 | 0.06% | 0.05% | 674 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ALERUS FINANCIAL NA | History | No change | 4,948 | 749 | 0.04% | 0.03% | 675 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| North Forty Two & Co. | History | No change | 4,902 | 742 | 0.69% | 0.65% | 676 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 4,895 | 741 | 0.06% | 0.05% | 677 | -190 | -3.74% | Q1 2026 | May 05, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 4,889 | 740 | 0.14% | 0.14% | 678 | +139 | 2.93% | Q1 2026 | Apr 16, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 4,874 | 737 | 0.56% | 0.5% | 679 | +22 | 0.45% | Q1 2026 | May 08, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 4,851 | 734 | 0.08% | 0.07% | 680 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Waldron Private Wealth LLC | History | No change | 4,845 | 733 | 0.03% | 0.03% | 681 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Greenfield Savings Bank | History | No change | 4,840 | 732 | 0.31% | 0.29% | 682 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 4,827 | 730 | 0.01% | 0.01% | 683 | -890 | -15.57% | Q1 2026 | May 14, 2026 |
| INVESTED ADVISORS | History | Reduced | 4,814 | 728 | 0.74% | 0.71% | 684 | -11 | -0.23% | Q1 2026 | Apr 29, 2026 |
| MAYPORT, LLC | History | Added to | 4,771 | 722 | 0.13% | 0.14% | 685 | +3 | 0.06% | Q1 2026 | Apr 21, 2026 |
| Warwick Investment Management, Inc. | History | No change | 4,712 | 713 | 0.1% | 0.1% | 686 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,630 | 711 | 0.01% | 0.01% | 687 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 4,692 | 710 | 0.24% | 0.22% | 689 | -141 | -2.92% | Q1 2026 | Apr 14, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 4,695 | 710 | 0.06% | 0.05% | 688 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 4,673 | 707 | 0.08% | 0.07% | 690 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Welch Group, LLC | History | Reduced | 4,667 | 706 | 0.03% | 0.08% | 691 | -9,291 | -66.56% | Q1 2026 | Apr 21, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 4,630 | 700 | 0.04% | 0.04% | 692 | +14 | 0.3% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,618 | 699 | 0.01% | 0.01% | 693 | +767 | 19.92% | Q1 2026 | Apr 07, 2026 |
| Portland Global Advisors LLC | History | Reduced | 4,600 | 696 | 0.07% | 0.07% | 694 | -150 | -3.16% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Reduced | 4,560 | 690 | 0.02% | 0.02% | 695 | -6 | -0.13% | Q1 2026 | Apr 22, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 4,545 | 688 | 1.05% | 0.93% | 696 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Powers Advisory Group, LLC | History | Added to | 4,544 | 687 | 0.24% | 0.15% | 697 | +1,643 | 56.64% | Q1 2026 | Apr 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 4,526 | 685 | 0.03% | 0.03% | 698 | +250 | 5.85% | Q1 2026 | May 12, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 4,528 | 685 | 0.14% | 0.14% | 699 | +6 | 0.13% | Q1 2026 | Apr 30, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 4,518 | 684 | 0.25% | 0.26% | 700 | -100 | -2.17% | Q1 2026 | Apr 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,481 | 678 | 0.01% | 0.01% | 701 | +18 | 0.4% | Q1 2026 | May 12, 2026 |
| STAR Financial Bank | History | Added to | 4,457 | 674 | 0.32% | 0.2% | 703 | +1,617 | 56.94% | Q1 2026 | May 08, 2026 |
| Compass Ion Advisors, LLC | History | No change | 4,456 | 674 | 0.06% | 0.06% | 702 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 4,420 | 669 | 0.14% | 0.14% | 704 | -148 | -3.24% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 4,745 | 669 | 0.19% | 0.19% | 705 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 4,392 | 665 | 0.05% | 0.05% | 706 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 4,389 | 664 | 0.08% | 0.07% | 707 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 4,374 | 662 | 0.01% | 0.03% | 708 | -17,378 | -79.89% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 4,377 | 662 | 0.06% | 0.06% | 709 | -26 | -0.59% | Q1 2026 | Apr 07, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 4,323 | 661 | 0.2% | 0.21% | 711 | -150 | -3.35% | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | No change | 4,366 | 661 | 0.03% | 0.03% | 710 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 4,362 | 660 | 0.13% | 0.13% | 712 | -120 | -2.68% | Q1 2026 | Apr 20, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 4,343 | 657 | 0.03% | 0.03% | 714 | -1,237 | -22.17% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,340 | 657 | 0.03% | 0.03% | 713 | +27 | 0.63% | Q1 2026 | May 18, 2026 |
| SkyOak Wealth, LLC | History | No change | 4,334 | 656 | 0.12% | 0.11% | 715 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Procyon Advisors, LLC | History | Added to | 4,317 | 653 | 0.03% | 0.03% | 716 | +138 | 3.3% | Q1 2026 | May 04, 2026 |
| Nilsine Partners, LLC | History | No change | 4,289 | 653 | 0.05% | 0.05% | 717 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 4,313 | 653 | 0.57% | 0.54% | 718 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| United Community Bank | History | Reduced | 4,310 | 652 | 0.22% | 0.31% | 721 | -1,410 | -24.65% | Q1 2026 | Apr 24, 2026 |
| Ascent Group, LLC | History | Reduced | 4,309 | 652 | 0.02% | 0.02% | 720 | -201 | -4.46% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Added to | 4,308 | 652 | 0.23% | 0.19% | 719 | +90 | 2.13% | Q1 2026 | Apr 22, 2026 |
| Investors Research Corp | History | Reduced | 4,296 | 650 | 0.12% | 0.11% | 722 | -38 | -0.88% | Q1 2026 | Apr 03, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 4,277 | 647 | 0.07% | 0.06% | 723 | +453 | 11.85% | Q1 2026 | Apr 15, 2026 |
| Ledyard National Bank | History | Reduced | 4,260 | 645 | 0.06% | 0.05% | 724 | -50 | -1.16% | Q1 2026 | Apr 24, 2026 |
| BIP Wealth, LLC | History | Added to | 4,247 | 643 | 0.03% | 0.02% | 725 | +100 | 2.41% | Q1 2026 | Apr 27, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 4,196 | 635 | 0.27% | 0.3% | 727 | -493 | -10.51% | Q1 2026 | Apr 08, 2026 |
| Fiduciary Group, LLC | History | Reduced | 4,199 | 635 | 0.05% | 0.05% | 726 | -65 | -1.52% | Q1 2026 | May 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 4,192 | 634 | 0.32% | 0.19% | 728 | -59 | -1.39% | Q1 2026 | Apr 24, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 4,184 | 633 | 0.08% | 0.08% | 729 | +6 | 0.14% | Q1 2026 | Apr 20, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 4,176 | 632 | 0.1% | 0.09% | 730 | +53 | 1.29% | Q1 2026 | Apr 15, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 4,158 | 629 | 0.04% | 0.03% | 731 | -582 | -12.28% | Q1 2026 | Apr 16, 2026 |
| Navigation Group, LLC | History | New | 4,117 | 623 | 0.15% | — | 732 | +4,117 | New | Q1 2026 | May 05, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 4,098 | 620 | 0.21% | 0.19% | 733 | +21 | 0.52% | Q1 2026 | May 04, 2026 |
| Triangle Securities Wealth Management | History | Added to | 4,080 | 617 | 0.14% | 0.11% | 734 | +255 | 6.67% | Q1 2026 | Apr 20, 2026 |
| Hyposwiss Advisors SA | History | Reduced | 4,075 | 616 | 0.61% | 0.65% | 735 | -600 | -12.83% | Q1 2026 | Apr 30, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 4,016 | 608 | 0.23% | 0.21% | 736 | +932 | 30.22% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 4,015 | 607 | 0.03% | — | 738 | +4,015 | New | Q1 2026 | May 15, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 4,024 | 607 | 0.11% | 0.09% | 737 | +20 | 0.5% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,006 | 606 | 0.01% | 0.01% | 740 | -169 | -4.05% | Q1 2026 | May 11, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 4,007 | 606 | 0.04% | 0.04% | 739 | +20 | 0.5% | Q1 2026 | Apr 29, 2026 |
| Costello Asset Management, INC | History | Added to | 3,998 | 605 | 0.21% | 0.17% | 742 | +258 | 6.9% | Q1 2026 | Apr 30, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 3,997 | 605 | 0.14% | 0.13% | 741 | -39 | -0.97% | Q1 2026 | Apr 10, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,994 | 604 | 0.04% | 0.04% | 743 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IRON Financial LLC | History | Added to | 3,964 | 600 | 0.26% | 0.26% | 744 | +24 | 0.61% | Q1 2026 | Apr 27, 2026 |
| NVWM, LLC | History | Reduced | 3,836 | 580 | 0.13% | 0.12% | 745 | -134 | -3.38% | Q1 2026 | Apr 27, 2026 |
| Neumann Capital Management, LLC | History | No change | 3,819 | 578 | 0.17% | 0.16% | 746 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 3,816 | 577 | 0.2% | 0.19% | 747 | +20 | 0.53% | Q1 2026 | Apr 22, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 3,807 | 576 | 0.29% | 0.21% | 748 | +230 | 6.43% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Added to | 3,780 | 572 | 0.08% | 0.07% | 749 | +42 | 1.12% | Q1 2026 | Apr 20, 2026 |
| LexAurum Advisors, LLC | History | New | 3,777 | 571 | 0.07% | — | 751 | +3,777 | New | Q1 2026 | Apr 13, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 3,774 | 571 | 0.35% | 0.33% | 750 | -198 | -4.98% | Q1 2026 | Apr 08, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 3,714 | 562 | 0.11% | 0.1% | 752 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Added to | 3,701 | 560 | 0.01% | 0.01% | 753 | +1,146 | 44.85% | Q1 2026 | Apr 17, 2026 |
| Cambridge Financial Group, LLC | History | No change | 3,700 | 560 | 0.19% | 0.18% | 754 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hoese & Co LLP | History | No change | 3,695 | 559 | 0.41% | 0.37% | 755 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 3,689 | 558 | 0.03% | 0.03% | 756 | -237 | -6.04% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | No change | 3,691 | 558 | 0.02% | 0.02% | 757 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 3,644 | 557 | 0.01% | — | 758 | +3,644 | New | Q1 2026 | May 01, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 3,675 | 556 | 0.27% | 0.29% | 759 | -600 | -14.04% | Q1 2026 | May 12, 2026 |
| Red Tortoise LLC | History | Added to | 3,650 | 552 | 0.23% | 0.22% | 760 | +4 | 0.11% | Q1 2026 | Apr 21, 2026 |
| Alpine Bank Wealth Management | History | Added to | 3,641 | 551 | 0.08% | 0.05% | 761 | +891 | 32.4% | Q1 2026 | Apr 21, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 3,643 | 551 | 0.26% | 0.26% | 762 | -345 | -8.65% | Q1 2026 | Apr 15, 2026 |
| Bull Street Advisors, LLC | History | No change | 3,625 | 549 | 0.27% | 0.24% | 763 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 3,624 | 548 | 0.03% | 0.03% | 764 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | New | 3,607 | 546 | 0.0% | — | 765 | +3,607 | New | Q1 2026 | May 05, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,606 | 545 | 0.0% | 0.0% | 766 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| ROGCO, LP | History | No change | 3,590 | 543 | 0.18% | 0.17% | 767 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pines Wealth Management, LLC | History | No change | 3,572 | 540 | 0.17% | 0.16% | 768 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 3,556 | 538 | 0.16% | 0.1% | 769 | +1,017 | 40.06% | Q1 2026 | Apr 10, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 3,557 | 538 | 0.14% | 0.12% | 770 | +20 | 0.57% | Q1 2026 | Apr 17, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 3,547 | 537 | 0.24% | 0.26% | 771 | -324 | -8.37% | Q1 2026 | May 04, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 3,551 | 537 | 0.09% | 0.08% | 772 | -150 | -4.05% | Q1 2026 | May 04, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 3,545 | 536 | 0.1% | 0.07% | 773 | -1,047 | -22.8% | Q1 2026 | Apr 21, 2026 |
| Cambridge Advisors Inc. | History | Added to | 3,525 | 533 | 0.1% | 0.09% | 774 | +75 | 2.17% | Q1 2026 | Apr 16, 2026 |
| Hexagon Capital Partners LLC | History | New | 3,504 | 530 | 0.08% | — | 775 | +3,504 | New | Q1 2026 | May 04, 2026 |
| Bank of New Hampshire | History | No change | 3,500 | 529 | 0.12% | 0.11% | 776 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 3,485 | 527 | 0.05% | — | 777 | +3,485 | New | Q1 2026 | May 06, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 3,480 | 526 | 0.19% | 0.17% | 778 | +2 | 0.06% | Q1 2026 | May 05, 2026 |
| truNorth Financial Services, Inc. | History | No change | 3,470 | 525 | 0.54% | 0.53% | 779 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,685 | 520 | 0.04% | 0.04% | 780 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 3,432 | 519 | 0.24% | 0.23% | 781 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 3,426 | 518 | 0.04% | 0.03% | 782 | -148 | -4.14% | Q1 2026 | May 12, 2026 |
| Charter Capital Management, LLC\DE | History | Reduced | 3,408 | 516 | 0.26% | 0.28% | 783 | -465 | -12.01% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 3,395 | 514 | 0.01% | 0.01% | 784 | +150 | 4.62% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 3,390 | 513 | 0.03% | 0.02% | 785 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 3,382 | 512 | 0.08% | 0.05% | 786 | +689 | 25.58% | Q1 2026 | Apr 21, 2026 |
| Allie Family Office LLC | History | No change | 3,370 | 510 | 0.22% | 0.22% | 787 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 3,367 | 509 | 0.12% | 0.11% | 788 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 3,360 | 508 | 0.37% | 0.3% | 791 | +452 | 15.54% | Q1 2026 | Apr 17, 2026 |
| Sage Capital Management, LLC | History | Reduced | 3,354 | 508 | 0.24% | 0.22% | 790 | -49 | -1.44% | Q1 2026 | Apr 15, 2026 |
| Bangor Savings Bank | History | Reduced | 3,359 | 508 | 0.04% | 0.04% | 789 | -29 | -0.86% | Q1 2026 | Apr 01, 2026 |
| Kelsey Financial, LLC | History | No change | 3,354 | 507 | 0.44% | 0.41% | 792 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,343 | 506 | 0.01% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Weaver Consulting Group | History | No change | 3,347 | 506 | 0.12% | 0.12% | 794 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 3,341 | 505 | 0.02% | 0.01% | 795 | +160 | 5.03% | Q1 2026 | Apr 27, 2026 |
| Peak Planning Group, LLC | History | Added to | 3,336 | 505 | 0.14% | 0.13% | 796 | +23 | 0.69% | Q1 2026 | Apr 22, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 3,335 | 504 | 0.03% | 0.03% | 797 | -50 | -1.48% | Q1 2026 | Apr 13, 2026 |
| DAVIS R M INC | History | Added to | 3,318 | 502 | 0.01% | 0.01% | 798 | +310 | 10.31% | Q1 2026 | May 13, 2026 |
| ANB BANK | History | Reduced | 3,300 | 499 | 0.2% | 0.2% | 799 | -189 | -5.42% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,294 | 498 | 0.01% | 0.01% | 800 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,273 | 495 | 0.02% | 0.01% | 801 | +1,404 | 75.12% | Q1 2026 | Apr 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,270 | 495 | 0.08% | 0.08% | 802 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smith Thornton Advisors LLC | History | No change | 3,275 | 495 | 0.25% | 0.24% | 803 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 3,265 | 494 | 0.06% | 0.05% | 804 | +1 | 0.03% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 3,255 | 491 | 0.1% | 0.02% | 807 | +2,783 | 589.62% | Q1 2026 | May 11, 2026 |
| Baring Financial LLC | History | Reduced | 3,249 | 491 | 0.3% | 0.29% | 806 | -142 | -4.19% | Q1 2026 | Apr 06, 2026 |
| Secure Asset Management, LLC | History | Reduced | 3,245 | 491 | 0.08% | 0.07% | 805 | -134 | -3.97% | Q1 2026 | Apr 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 3,238 | 490 | 0.02% | 0.04% | 809 | -3,444 | -51.54% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 3,237 | 490 | 0.0% | 0.0% | 808 | +1,570 | 94.18% | Q1 2026 | May 11, 2026 |
| M. Kulyk & Associates, LLC | History | Reduced | 3,228 | 488 | 0.09% | 0.09% | 810 | -130 | -3.87% | Q1 2026 | May 06, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 3,194 | 483 | 0.11% | 0.1% | 811 | -27 | -0.84% | Q1 2026 | Apr 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,190 | 482 | 0.01% | 0.01% | 812 | -41 | -1.27% | Q1 2026 | May 12, 2026 |
| Obermeyer Wealth Partners | History | No change | 3,177 | 481 | 0.02% | 0.02% | 813 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Aspire Capital Advisors LLC | History | No change | 3,180 | 481 | 0.11% | 0.11% | 814 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vision Capital Management, Inc. | History | Added to | 3,175 | 480 | 0.06% | 0.05% | 815 | +76 | 2.45% | Q1 2026 | Apr 24, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 3,163 | 478 | 0.1% | 0.1% | 816 | -83 | -2.56% | Q1 2026 | Apr 27, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 3,154 | 477 | 0.05% | 0.05% | 817 | +21 | 0.67% | Q1 2026 | Apr 10, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 3,548 | 476 | 0.15% | 0.1% | 818 | -101 | -2.77% | Q1 2026 | Apr 23, 2026 |
| LEE DANNER & BASS INC | History | No change | 3,120 | 472 | 0.03% | 0.03% | 819 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Oakworth Capital, Inc. | History | Added to | 3,113 | 471 | 0.02% | 0.02% | 820 | +400 | 14.74% | Q1 2026 | Apr 24, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 3,106 | 470 | 0.06% | — | 822 | +3,106 | New | Q1 2026 | May 18, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 3,105 | 470 | 0.01% | 0.01% | 821 | -268 | -7.95% | Q1 2026 | Apr 15, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 3,100 | 469 | 0.06% | 0.05% | 823 | +4 | 0.13% | Q1 2026 | Apr 27, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 3,079 | 466 | 0.15% | 0.16% | 824 | +31 | 1.02% | Q1 2026 | May 15, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 3,073 | 465 | 0.09% | 0.1% | 825 | -667 | -17.83% | Q1 2026 | Apr 14, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 3,061 | 463 | 0.07% | 0.06% | 827 | +4 | 0.13% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Added to | 3,064 | 463 | 0.01% | 0.01% | 826 | +3 | 0.1% | Q1 2026 | May 15, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 3,057 | 462 | 0.06% | 0.04% | 828 | +1,150 | 60.3% | Q1 2026 | Apr 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 3,044 | 460 | 0.02% | 0.03% | 829 | -50 | -1.62% | Q1 2026 | Apr 16, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 3,028 | 458 | 0.04% | 0.06% | 830 | -1,052 | -25.78% | Q1 2026 | Apr 15, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 3,026 | 458 | 0.32% | 0.26% | 831 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Prosperitas Financial LLC | History | New | 3,016 | 456 | 0.17% | — | 835 | +3,016 | New | Q1 2026 | May 15, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 3,015 | 456 | 0.02% | 0.02% | 832 | +55 | 1.86% | Q1 2026 | Apr 29, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 3,013 | 456 | 0.03% | 0.03% | 833 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 3,010 | 456 | 0.39% | 0.37% | 834 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,007 | 455 | 0.01% | 0.01% | 836 | +158 | 5.55% | Q1 2026 | Apr 20, 2026 |
| TrueWealth Advisors, LLC | History | No change | 3,000 | 454 | 0.11% | 0.11% | 837 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Northstar Group, Inc. | History | Reduced | 2,975 | 450 | 0.06% | 0.06% | 838 | -100 | -3.25% | Q1 2026 | Apr 28, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 2,972 | 450 | 0.16% | 0.15% | 839 | +56 | 1.92% | Q1 2026 | Apr 23, 2026 |
| GC Wealth Management RIA, LLC | History | New | 2,970 | 449 | 0.02% | — | 841 | +2,970 | New | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 2,967 | 449 | 0.02% | 0.02% | 840 | +100 | 3.49% | Q1 2026 | Apr 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 2,960 | 448 | 0.1% | 0.09% | 842 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FC Advisory LLC | History | Added to | 2,936 | 444 | 0.13% | 0.12% | 843 | +14 | 0.48% | Q1 2026 | Apr 14, 2026 |
| ProVise Management Group, LLC | History | Reduced | 2,928 | 443 | 0.03% | 0.03% | 844 | -215 | -6.84% | Q1 2026 | May 06, 2026 |
| Sage Capital Advisors,llc | History | Added to | 2,929 | 443 | 0.1% | 0.1% | 845 | +22 | 0.76% | Q1 2026 | Apr 07, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 2,895 | 438 | 0.16% | 0.12% | 846 | +578 | 24.95% | Q1 2026 | Apr 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 2,884 | 436 | 0.08% | 0.05% | 848 | +738 | 34.39% | Q1 2026 | Apr 29, 2026 |
| ROCKLAND TRUST CO | History | No change | 2,881 | 436 | 0.02% | 0.02% | 847 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | No change | 2,872 | 435 | 0.09% | 0.08% | 849 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 2,875 | 435 | 0.02% | 0.02% | 850 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Annex Advisory Services, LLC | History | Added to | 2,867 | 434 | 0.01% | 0.01% | 852 | +9 | 0.31% | Q1 2026 | Apr 16, 2026 |
| BLB&B Advisors, LLC | History | Added to | 2,868 | 434 | 0.02% | 0.02% | 851 | +2 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Essex Bank | History | Reduced | 2,854 | 432 | 0.1% | 0.09% | 853 | -72 | -2.46% | Q1 2026 | Apr 17, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 2,835 | 429 | 0.07% | 0.1% | 854 | -1,750 | -38.17% | Q1 2026 | May 07, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 2,823 | 427 | 0.01% | 0.01% | 855 | +400 | 16.51% | Q1 2026 | Apr 27, 2026 |
| Nikulski Financial, Inc. | History | Added to | 2,816 | 426 | 0.11% | 0.08% | 856 | +591 | 26.56% | Q1 2026 | May 14, 2026 |
| AF Advisors, Inc. | History | Reduced | 2,808 | 425 | 0.23% | 0.15% | 857 | -15 | -0.53% | Q1 2026 | May 01, 2026 |
| Vantage Investment Partners, LLC | History | No change | 2,806 | 424 | 0.03% | 0.03% | 858 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 2,797 | 423 | 0.12% | 0.12% | 859 | -5 | -0.18% | Q1 2026 | Apr 24, 2026 |
| XTX Topco Ltd | History | New | 2,791 | 422 | 0.01% | — | 860 | +2,791 | New | Q1 2026 | May 15, 2026 |
| Stiles Financial Services Inc | History | Reduced | 2,784 | 421 | 0.13% | 0.12% | 861 | -84 | -2.93% | Q1 2026 | Apr 30, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 2,755 | 417 | 0.04% | 0.04% | 862 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 2,731 | 413 | 0.17% | 0.15% | 863 | -70 | -2.5% | Q1 2026 | May 07, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 2,734 | 413 | 0.1% | 0.09% | 864 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 2,710 | 411 | 0.26% | 0.27% | 865 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 2,713 | 410 | 0.12% | 0.12% | 867 | -2,713 | -50.0% | Q1 2026 | Apr 16, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 2,710 | 410 | 0.02% | 0.02% | 866 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 2,703 | 409 | 0.0% | 0.0% | 868 | +600 | 28.53% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,696 | 408 | 0.07% | 0.05% | 869 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Reduced | 2,692 | 407 | 0.01% | 0.01% | 870 | -156 | -5.48% | Q1 2026 | Apr 28, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 2,877 | 406 | 0.43% | 0.43% | 871 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| CERTUITY, LLC | History | Reduced | 2,679 | 405 | 0.03% | 0.03% | 872 | -697 | -20.65% | Q1 2026 | May 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,671 | 404 | 0.03% | 0.03% | 873 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 2,606 | 399 | 0.01% | 0.02% | 874 | -549 | -17.4% | Q1 2026 | Apr 09, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 2,617 | 396 | 0.03% | 0.04% | 875 | -390 | -12.97% | Q1 2026 | May 14, 2026 |
| Pflug Koory, LLC | History | Added to | 2,613 | 395 | 0.18% | 0.17% | 876 | +5 | 0.19% | Q1 2026 | Apr 21, 2026 |
| LCNB CORP | History | Added to | 2,607 | 394 | 0.13% | 0.1% | 877 | +450 | 20.86% | Q1 2026 | May 11, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 2,605 | 394 | 0.05% | 0.05% | 878 | +16 | 0.62% | Q1 2026 | May 04, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 2,598 | 393 | 0.02% | 0.16% | 879 | -14,123 | -84.46% | Q1 2026 | Apr 27, 2026 |
| Artesa Financial Group, LLC | History | New | 2,600 | 393 | 0.37% | — | 880 | +2,600 | New | Q1 2026 | Apr 21, 2026 |
| Palisade Asset Management, LLC | History | No change | 2,590 | 392 | 0.04% | 0.04% | 881 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sonoma Allocations LLC | History | New | 2,578 | 391 | 0.13% | — | 882 | +2,578 | New | Q1 2026 | May 19, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 2,578 | 389 | 0.05% | 0.05% | 883 | -203 | -7.3% | Q1 2026 | Apr 27, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 2,572 | 389 | 0.1% | 0.08% | 884 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glassman Wealth Services | History | No change | 2,569 | 388 | 0.05% | 0.05% | 885 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,567 | 388 | 0.05% | 0.05% | 886 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 2,561 | 387 | 0.02% | 0.02% | 887 | +205 | 8.7% | Q1 2026 | Apr 30, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 2,553 | 386 | 0.19% | 0.18% | 888 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| YANKCOM Partnership | History | No change | 2,550 | 386 | 0.16% | 0.15% | 889 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 2,548 | 385 | 0.03% | 0.03% | 890 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Calamos Advisors LLC | History | New | 2,533 | 383 | 0.0% | — | 894 | +2,533 | New | Q1 2026 | May 04, 2026 |
| Tudor Financial Inc. | History | Reduced | 2,531 | 383 | 0.2% | 0.19% | 893 | -90 | -3.43% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Reduced | 2,533 | 383 | 0.06% | 0.05% | 892 | -50 | -1.94% | Q1 2026 | Apr 24, 2026 |
| Calamos Wealth Management LLC | History | No change | 2,533 | 383 | 0.01% | 0.01% | 891 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 2,515 | 380 | 0.06% | 0.06% | 895 | -6 | -0.24% | Q1 2026 | May 07, 2026 |
| WoodTrust Financial Corp | History | No change | 2,512 | 380 | 0.05% | 0.04% | 896 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Latitude Advisors, LLC | History | Added to | 2,501 | 378 | 0.17% | 0.15% | 898 | +1 | 0.04% | Q1 2026 | Apr 27, 2026 |
| Mengis Capital Management, Inc. | History | No change | 2,500 | 378 | 0.07% | 0.06% | 897 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Passive Capital Management, LLC. | History | No change | 2,500 | 378 | 0.11% | 0.11% | 899 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clayton Financial Group LLC | History | No change | 2,500 | 378 | 0.19% | 0.18% | 900 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,492 | 377 | 0.18% | 0.16% | 901 | +100 | 4.18% | Q1 2026 | May 07, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 2,495 | 377 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 2,486 | 376 | 0.0% | 0.01% | 903 | -1,636 | -39.69% | Q1 2026 | May 05, 2026 |
| GM Advisory Group, LLC | History | Reduced | 2,476 | 374 | 0.01% | 0.01% | 905 | -20 | -0.8% | Q1 2026 | Apr 28, 2026 |
| NICOLET BANKSHARES INC | History | No change | 2,475 | 374 | 0.01% | 0.06% | 904 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elk River Wealth Management LLC | History | No change | 2,471 | 374 | 0.06% | 0.06% | 906 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,462 | 372 | 0.02% | 0.01% | 907 | +1,072 | 77.12% | Q1 2026 | May 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,450 | 370 | 0.02% | 0.0% | 908 | -10,132 | -80.53% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,438 | 369 | 0.0% | 0.0% | 909 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Reduced | 2,423 | 366 | 0.01% | 0.01% | 911 | -139 | -5.43% | Q1 2026 | Apr 27, 2026 |
| Rodgers Brothers Inc. | History | No change | 2,422 | 366 | 0.04% | 0.04% | 910 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LongView Wealth Management | History | Added to | 2,395 | 364 | 0.09% | 0.08% | 912 | +2 | 0.08% | Q1 2026 | Apr 15, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 2,405 | 364 | 0.1% | 0.09% | 913 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 2,403 | 363 | 0.03% | 0.02% | 915 | +82 | 3.53% | Q1 2026 | May 14, 2026 |
| UNITED BANK | History | No change | 2,399 | 363 | 0.05% | 0.04% | 914 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Western Trust Bank | History | Added to | 2,386 | 361 | 0.02% | 0.01% | 917 | +270 | 12.76% | Q1 2026 | May 12, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 2,388 | 361 | 0.08% | 0.07% | 916 | +29 | 1.23% | Q1 2026 | Apr 20, 2026 |
| SHP Wealth Management | History | Added to | 2,389 | 361 | 0.03% | 0.03% | 918 | +20 | 0.84% | Q1 2026 | May 08, 2026 |
| CIBC Asset Management Inc | History | Added to | 2,380 | 360 | 0.0% | 0.0% | 919 | +330 | 16.1% | Q1 2026 | May 12, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 2,383 | 360 | 0.06% | 0.06% | 920 | -18 | -0.75% | Q1 2026 | Apr 07, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 2,374 | 359 | 0.08% | 0.08% | 921 | -60 | -2.47% | Q1 2026 | May 08, 2026 |
| Northwest Bancshares, Inc. | History | Added to | 2,360 | 357 | 0.07% | 0.06% | 922 | +7 | 0.3% | Q1 2026 | May 12, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 2,351 | 355 | 0.52% | 0.39% | 925 | +480 | 25.65% | Q1 2026 | Apr 07, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 2,351 | 355 | 0.01% | 0.01% | 923 | -4 | -0.17% | Q1 2026 | Apr 10, 2026 |
| Fogel Capital Management, Inc. | History | No change | 2,345 | 355 | 0.16% | 0.15% | 924 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,340 | 354 | 0.01% | 0.01% | 927 | +345 | 17.29% | Q1 2026 | Apr 30, 2026 |
| Gainplan LLC | History | Reduced | 2,341 | 354 | 0.27% | 0.13% | 928 | -198 | -7.8% | Q1 2026 | Apr 08, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 2,341 | 354 | 0.01% | 0.01% | 926 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MCF Advisors LLC | History | Added to | 2,336 | 353 | 0.02% | 0.01% | 930 | +1,660 | 245.56% | Q1 2026 | May 11, 2026 |
| Sandro Wealth Management LLC | History | Reduced | 2,334 | 353 | 0.28% | 0.37% | 931 | -872 | -27.2% | Q1 2026 | Apr 21, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 2,333 | 353 | 0.01% | 0.01% | 929 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 2,400 | 352 | 0.32% | 0.27% | 932 | +180 | 8.11% | Q1 2026 | Apr 29, 2026 |
| Clarus Group, Inc. | History | No change | 2,329 | 352 | 0.13% | 0.12% | 933 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 2,319 | 351 | 0.38% | 0.38% | 934 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Headlands Technologies LLC | History | New | 2,318 | 350 | 0.04% | — | 935 | +2,318 | New | Q1 2026 | May 13, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 2,302 | 348 | 0.26% | 0.38% | 936 | -1,324 | -36.51% | Q1 2026 | Apr 14, 2026 |
| Marquette Asset Management, LLC | History | Added to | 2,298 | 347 | 0.05% | 0.05% | 937 | +9 | 0.39% | Q1 2026 | Apr 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,283 | 345 | 0.02% | 0.02% | 938 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 2,285 | 345 | 0.29% | 0.26% | 939 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,275 | 344 | 0.03% | 0.02% | 940 | -84 | -3.56% | Q1 2026 | May 05, 2026 |
| Certified Advisory Corp | History | Added to | 2,278 | 344 | 0.03% | 0.03% | 942 | +38 | 1.7% | Q1 2026 | Apr 17, 2026 |
| Affiance Financial, LLC | History | No change | 2,275 | 344 | 0.06% | 0.05% | 941 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,271 | 343 | 0.03% | 0.02% | 943 | -31 | -1.35% | Q1 2026 | Apr 08, 2026 |
| Heritage Wealth Advisors | History | No change | 2,260 | 342 | 0.01% | 0.01% | 944 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 2,250 | 340 | 0.23% | 0.2% | 945 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,241 | 339 | 0.01% | 0.01% | 946 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HCR Wealth Advisors | History | No change | 2,236 | 338 | 0.04% | 0.03% | 947 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 2,233 | 338 | 0.11% | 0.1% | 948 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Grove Bank & Trust | History | No change | 2,226 | 337 | 0.04% | 0.04% | 949 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 2,210 | 334 | 0.04% | 0.04% | 950 | -26 | -1.16% | Q1 2026 | Apr 28, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 2,209 | 334 | 0.06% | 0.05% | 951 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,202 | 333 | 0.28% | 0.26% | 952 | +72 | 3.38% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 2,197 | 332 | 0.03% | 0.03% | 953 | -123 | -5.3% | Q1 2026 | May 04, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 2,191 | 331 | 0.01% | 0.02% | 954 | -1,702 | -43.72% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | No change | 2,187 | 331 | 0.01% | 0.01% | 955 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | New | 2,190 | 330 | 0.01% | — | 956 | +2,190 | New | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | New | 2,169 | 328 | 0.05% | — | 959 | +2,169 | New | Q1 2026 | Apr 28, 2026 |
| JMN Financial LLC | History | New | 2,169 | 328 | 0.32% | — | 960 | +2,169 | New | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | Added to | 2,169 | 328 | 0.08% | 0.08% | 957 | +32 | 1.5% | Q1 2026 | May 12, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 2,170 | 328 | 0.19% | 0.17% | 958 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,162 | 327 | 0.06% | 0.04% | 961 | +715 | 49.41% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 2,150 | 325 | 0.12% | — | 963 | +2,150 | New | Q1 2026 | May 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,150 | 325 | 0.07% | 0.07% | 962 | +7 | 0.33% | Q1 2026 | Apr 15, 2026 |
| Fairfield Financial Advisors, LTD | History | Reduced | 2,142 | 324 | 0.11% | 0.11% | 964 | -251 | -10.49% | Q1 2026 | Apr 27, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 2,139 | 323 | 0.07% | 0.05% | 965 | +389 | 22.23% | Q1 2026 | Apr 03, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,135 | 323 | 0.06% | 0.04% | 966 | +25 | 1.18% | Q1 2026 | May 11, 2026 |
| Hoffman, Alan N Investment Management | History | No change | 2,134 | 323 | 0.21% | 0.17% | 967 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | New | 2,130 | 322 | 0.18% | — | 970 | +2,130 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,128 | 322 | 0.02% | 0.02% | 968 | +5 | 0.24% | Q1 2026 | Apr 17, 2026 |
| Orion Capital Management LLC | History | No change | 2,130 | 322 | 0.11% | 0.1% | 969 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,110 | 319 | 0.02% | 0.01% | 972 | +701 | 49.75% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | Added to | 2,107 | 319 | 0.02% | 0.02% | 973 | +101 | 5.03% | Q1 2026 | May 12, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 2,110 | 319 | 0.13% | 0.12% | 971 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 2,103 | 318 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 2,095 | 317 | 0.01% | 0.03% | 975 | +55 | 2.7% | Q1 2026 | May 15, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 2,092 | 316 | 0.14% | 0.12% | 976 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 2,083 | 315 | 0.03% | 0.02% | 978 | +124 | 6.33% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 2,082 | 315 | 0.01% | 0.01% | 977 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 2,076 | 314 | 0.01% | 0.01% | 979 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,075 | 314 | 0.03% | 0.03% | 980 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 2,068 | 313 | 0.03% | 0.03% | 981 | -187 | -8.29% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 2,057 | 312 | 0.0% | — | 983 | +2,057 | New | Q1 2026 | May 01, 2026 |
| SNS Financial Group, LLC | History | Added to | 2,061 | 312 | 0.03% | 0.02% | 982 | +7 | 0.34% | Q1 2026 | Apr 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 2,051 | 310 | 0.03% | 0.03% | 985 | +43 | 2.14% | Q1 2026 | Apr 20, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 2,047 | 310 | 0.28% | 0.27% | 986 | -1 | -0.05% | Q1 2026 | Apr 23, 2026 |
| First American Bank | History | No change | 2,050 | 310 | 0.02% | 0.02% | 984 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 2,045 | 309 | 0.03% | 0.01% | 987 | +1,250 | 157.23% | Q1 2026 | Apr 28, 2026 |
| ABLE Financial Group, LLC | History | No change | 2,041 | 309 | 0.06% | 0.06% | 988 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 2,033 | 308 | 0.02% | 0.02% | 989 | -300 | -12.86% | Q1 2026 | May 13, 2026 |
| Trek Financial, LLC | History | No change | 2,036 | 308 | 0.02% | 0.02% | 990 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,024 | 306 | 0.01% | 0.01% | 992 | +500 | 32.81% | Q1 2026 | Apr 06, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 2,021 | 306 | 0.03% | 0.03% | 991 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Chatterton & Associates Inc. | History | Added to | 1,988 | 305 | 0.21% | 0.21% | 993 | +269 | 15.65% | Q1 2026 | Apr 20, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 2,011 | 304 | 0.03% | 0.02% | 994 | +495 | 32.65% | Q1 2026 | Apr 02, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 2,006 | 303 | 0.02% | 0.02% | 995 | +506 | 33.73% | Q1 2026 | May 06, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 2,007 | 303 | 0.2% | 0.2% | 996 | -60 | -2.9% | Q1 2026 | Apr 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 2,000 | 302 | 0.07% | 0.06% | 997 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clear Trail Advisors, LLC | History | No change | 2,000 | 302 | 0.05% | 0.07% | 998 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Align Financial, LLC | History | Reduced | 1,990 | 301 | 0.17% | 0.16% | 999 | -278,856 | -99.29% | Q1 2026 | May 08, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 1,979 | 299 | 0.03% | 0.02% | 1006 | +351 | 21.56% | Q1 2026 | Apr 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 1,978 | 299 | 0.01% | 0.01% | 1001 | -173 | -8.04% | Q1 2026 | May 04, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,979 | 299 | 0.01% | 0.01% | 1003 | +8 | 0.41% | Q1 2026 | May 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,981 | 299 | 0.04% | 0.04% | 1000 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 1,979 | 299 | 0.03% | 0.03% | 1002 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sepio Capital, LP | History | No change | 1,975 | 299 | 0.02% | 0.02% | 1004 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 1,978 | 299 | 0.06% | 0.06% | 1005 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 1,975 | 299 | 0.17% | 0.16% | 1007 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 1,961 | 296 | 0.08% | 0.08% | 1008 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 1,953 | 295 | 0.01% | 0.02% | 1009 | -1,300 | -39.96% | Q1 2026 | Apr 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,949 | 295 | 0.01% | 0.01% | 1010 | -29 | -1.47% | Q1 2026 | May 07, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 1,939 | 294 | 0.06% | 0.05% | 1012 | +262 | 15.62% | Q1 2026 | May 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 1,942 | 294 | 0.14% | 0.13% | 1013 | +15 | 0.78% | Q1 2026 | Apr 15, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 1,944 | 294 | 0.18% | 0.18% | 1011 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,938 | 293 | 0.02% | 0.01% | 1014 | +672 | 53.08% | Q1 2026 | May 06, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 1,925 | 291 | 0.11% | 0.12% | 1016 | -423 | -18.02% | Q1 2026 | May 08, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,922 | 291 | 0.28% | 0.27% | 1017 | +14 | 0.73% | Q1 2026 | May 05, 2026 |
| Heritage Financial Services, LLC | History | No change | 2,064 | 291 | 0.02% | 0.02% | 1015 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GWN SECURITIES INC. | History | Reduced | 1,918 | 290 | 0.06% | 0.06% | 1018 | -40 | -2.04% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 1,922 | 290 | 0.09% | 0.08% | 1019 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 1,906 | 288 | 0.19% | 0.2% | 1021 | -275 | -12.61% | Q1 2026 | Apr 24, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 1,905 | 288 | 0.17% | 0.17% | 1020 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | No change | 2,043 | 288 | 0.24% | 0.22% | 1022 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BANTAMAC CAPITAL, LLC | History | Reduced | 1,900 | 287 | 0.15% | 0.13% | 1024 | -60 | -3.06% | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 1,900 | 287 | 0.0% | 0.0% | 1023 | -41 | -2.11% | Q1 2026 | May 01, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 1,900 | 287 | 0.13% | 0.12% | 1025 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,888 | 285 | 0.03% | 0.03% | 1026 | +143 | 8.19% | Q1 2026 | Apr 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 1,881 | 284 | 0.05% | 0.25% | 1028 | -7,346 | -79.61% | Q1 2026 | May 06, 2026 |
| Olistico Wealth, LLC | History | No change | 1,878 | 284 | 0.14% | 0.13% | 1027 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CAPE ANN SAVINGS BANK | History | New | 1,865 | 282 | 0.14% | — | 1031 | +1,865 | New | Q1 2026 | Apr 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 1,867 | 282 | 0.04% | 0.05% | 1029 | -652 | -25.88% | Q1 2026 | May 13, 2026 |
| Grandview Asset Management LLC | History | Reduced | 1,866 | 282 | 0.08% | 0.07% | 1030 | -39 | -2.05% | Q1 2026 | May 07, 2026 |
| Carson Advisory Inc. | History | Reduced | 1,853 | 280 | 0.15% | 0.14% | 1032 | -17 | -0.91% | Q1 2026 | May 07, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 1,845 | 279 | 0.01% | 0.01% | 1033 | -200 | -9.78% | Q1 2026 | Apr 29, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 1,849 | 279 | 0.04% | 0.04% | 1034 | -14 | -0.75% | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,845 | 279 | 0.02% | 0.02% | 1035 | +13 | 0.71% | Q1 2026 | May 01, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 1,838 | 278 | 0.03% | 0.02% | 1037 | -15 | -0.81% | Q1 2026 | Apr 22, 2026 |
| Cedar Wealth Management, LLC | History | No change | 1,840 | 278 | 0.08% | 0.08% | 1036 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 1,835 | 277 | 0.02% | 0.01% | 1038 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Triumph Capital Management | History | No change | 1,836 | 277 | 0.06% | 0.06% | 1039 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Victrix Investment Advisors | History | Reduced | 1,820 | 275 | 0.1% | 0.12% | 1040 | -300 | -14.15% | Q1 2026 | Apr 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 1,947 | 274 | 0.01% | 0.01% | 1041 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | No change | 1,808 | 274 | 0.19% | 0.2% | 1042 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,808 | 273 | 0.01% | 0.01% | 1043 | +308 | 20.53% | Q1 2026 | May 14, 2026 |
| Altus Wealth Group LLC | History | Reduced | 1,807 | 273 | 0.11% | 0.11% | 1044 | -124 | -6.42% | Q1 2026 | Apr 27, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 1,801 | 272 | 0.06% | 0.12% | 1045 | -2,291 | -55.99% | Q1 2026 | Apr 14, 2026 |
| 1ST SOURCE BANK | History | New | 1,798 | 272 | 0.01% | — | 1048 | +1,798 | New | Q1 2026 | May 04, 2026 |
| Southland Equity Partners LLC | History | Reduced | 1,799 | 272 | 0.05% | 0.08% | 1047 | -919 | -33.81% | Q1 2026 | Apr 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,801 | 272 | 0.01% | 0.01% | 1046 | +1 | 0.06% | Q1 2026 | May 12, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 1,793 | 271 | 0.04% | 0.08% | 1049 | -1,471 | -45.07% | Q1 2026 | May 14, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 1,793 | 271 | 0.06% | 0.05% | 1051 | +145 | 8.8% | Q1 2026 | Apr 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 1,795 | 271 | 0.01% | 0.01% | 1050 | +113 | 6.72% | Q1 2026 | Apr 27, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 1,790 | 271 | 0.13% | 0.12% | 1052 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 1,789 | 270 | 0.05% | — | 1056 | +1,789 | New | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,785 | 270 | 0.01% | 0.01% | 1053 | +169 | 10.46% | Q1 2026 | Apr 13, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 1,786 | 270 | 0.13% | 0.12% | 1055 | +2 | 0.11% | Q1 2026 | May 08, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 1,788 | 270 | 0.16% | 0.15% | 1054 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 1,775 | 268 | 0.0% | 0.0% | 1057 | +11 | 0.62% | Q1 2026 | May 14, 2026 |
| NORDEN GROUP LLC | History | No change | 1,773 | 268 | 0.03% | 0.02% | 1058 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,770 | 267 | 0.01% | 0.01% | 1059 | +280 | 18.79% | Q1 2026 | May 07, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 1,750 | 264 | 0.03% | — | 1061 | +1,750 | New | Q1 2026 | May 12, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 1,749 | 264 | 0.28% | — | 1062 | +1,749 | New | Q1 2026 | Apr 23, 2026 |
| Cairn Investment Group, Inc. | History | No change | 1,742 | 264 | 0.13% | 0.12% | 1060 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Coquina Private Wealth LLC | History | Added to | 1,742 | 263 | 0.21% | 0.19% | 1064 | +22 | 1.28% | Q1 2026 | May 05, 2026 |
| Allegheny Financial Group | History | Added to | 1,741 | 263 | 0.04% | 0.04% | 1063 | +4 | 0.23% | Q1 2026 | Apr 16, 2026 |
| Gray Private Wealth, LLC | History | No change | 1,729 | 261 | 0.13% | 0.12% | 1065 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 1,721 | 260 | 0.04% | 0.04% | 1066 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MOTCO | History | Reduced | 1,711 | 259 | 0.02% | 0.04% | 1067 | -1,040 | -37.8% | Q1 2026 | Apr 22, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 1,717 | 259 | 0.02% | 0.02% | 1068 | +150 | 9.57% | Q1 2026 | May 14, 2026 |
| Semus Wealth Partners LLC | History | Added to | 1,711 | 259 | 0.14% | 0.13% | 1069 | +12 | 0.71% | Q1 2026 | Apr 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,709 | 258 | 0.07% | 0.07% | 1070 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Hickory Point Bank & Trust | History | No change | 1,698 | 257 | 0.17% | 0.17% | 1071 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Strategic Blueprint, LLC | History | New | 1,695 | 256 | 0.01% | — | 1075 | +1,695 | New | Q1 2026 | Apr 29, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 1,693 | 256 | 0.14% | 0.13% | 1073 | +5 | 0.3% | Q1 2026 | Apr 10, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 1,695 | 256 | 0.08% | 0.07% | 1072 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 1,691 | 256 | 0.08% | 0.08% | 1074 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Piscataqua Savings Bank | History | No change | 1,690 | 255 | 0.18% | 0.17% | 1076 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 1,680 | 254 | 0.09% | 0.08% | 1078 | +1 | 0.06% | Q1 2026 | May 11, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 1,680 | 254 | 0.02% | 0.14% | 1077 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 1,672 | 253 | 0.09% | 0.09% | 1081 | -25 | -1.47% | Q1 2026 | May 13, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 1,675 | 253 | 0.03% | 0.03% | 1079 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Francis Financial, Inc. | History | No change | 1,675 | 253 | 0.05% | 0.05% | 1080 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| American Financial Advisors, LLC | History | Reduced | 1,658 | 251 | 0.03% | 0.03% | 1082 | -185 | -10.04% | Q1 2026 | May 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 1,779 | 251 | 0.14% | 0.14% | 1083 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 1,657 | 250 | 0.03% | 0.03% | 1084 | -194 | -10.48% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,647 | 249 | 0.71% | 0.27% | 1085 | -42,415 | -96.26% | Q1 2026 | May 12, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 1,650 | 249 | 0.22% | 0.21% | 1086 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | No change | 1,643 | 248 | 0.04% | 0.04% | 1087 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Chemistry Wealth Management LLC | History | No change | 1,640 | 248 | 0.04% | 0.04% | 1088 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Morton Capital Management LLC/CA | History | No change | 1,638 | 248 | 0.04% | 0.04% | 1089 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST MERCHANTS CORP | History | No change | 1,632 | 247 | 0.01% | 0.01% | 1090 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OFS Enterprise LLC | History | New | 1,631 | 246 | 0.07% | — | 1098 | +1,631 | New | Q1 2026 | Apr 09, 2026 |
| Crumly & Associates Inc. | History | Added to | 1,627 | 246 | 0.05% | 0.05% | 1092 | +8 | 0.49% | Q1 2026 | Apr 02, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 1,625 | 246 | 0.09% | 0.08% | 1091 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allred Capital Management, LLC | History | No change | 1,633 | 246 | 0.09% | 0.08% | 1093 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 1,628 | 246 | 0.15% | 0.13% | 1094 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Unified Investment Management | History | No change | 1,627 | 246 | 0.25% | 0.23% | 1095 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Berman McAleer LLC | History | No change | 1,628 | 246 | 0.03% | 0.03% | 1096 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AtlasMark Financial, Inc | History | No change | 1,743 | 246 | 0.16% | 0.16% | 1097 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 1,617 | 244 | 0.2% | — | 1100 | +1,617 | New | Q1 2026 | Apr 08, 2026 |
| Bison Wealth, LLC | History | No change | 1,608 | 244 | 0.02% | 0.03% | 1099 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 1,600 | 242 | 0.04% | 0.06% | 1106 | -695 | -30.28% | Q1 2026 | Apr 30, 2026 |
| Legacy Advisors, LLC | History | Reduced | 1,599 | 242 | 0.03% | 0.03% | 1102 | -325 | -16.89% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 1,602 | 242 | 0.01% | 0.01% | 1104 | -24 | -1.48% | Q1 2026 | May 13, 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | History | No change | 1,600 | 242 | 0.06% | 0.05% | 1101 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Firestone Capital Management | History | No change | 1,601 | 242 | 0.05% | 0.05% | 1103 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 1,600 | 242 | 0.04% | 0.06% | 1105 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 1,590 | 241 | 0.05% | 0.04% | 1108 | +149 | 10.34% | Q1 2026 | Apr 29, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 1,593 | 241 | 0.07% | 0.07% | 1111 | +12 | 0.76% | Q1 2026 | Apr 22, 2026 |
| Maia Wealth LLC | History | Added to | 1,595 | 241 | 0.04% | 0.04% | 1110 | +2 | 0.13% | Q1 2026 | May 08, 2026 |
| United Asset Strategies, Inc. | History | No change | 1,592 | 241 | 0.02% | 0.02% | 1107 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Colonial Trust Co / SC | History | No change | 1,595 | 241 | 0.03% | 0.03% | 1109 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 1,589 | 240 | 0.1% | 0.1% | 1112 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Green Ridge Wealth Planning LLC | History | No change | 1,587 | 240 | 0.13% | 0.11% | 1113 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Empowered Funds, LLC | History | New | 1,578 | 238 | 0.0% | — | 1117 | +1,578 | New | Q1 2026 | May 14, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 1,573 | 238 | 0.16% | 0.16% | 1115 | -23 | -1.44% | Q1 2026 | Apr 23, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 1,578 | 238 | 0.09% | 0.09% | 1114 | +12 | 0.77% | Q1 2026 | Apr 29, 2026 |
| Wick Capital Partners, LLC | History | No change | 1,574 | 238 | 0.04% | 0.04% | 1116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,569 | 237 | 0.01% | 0.01% | 1118 | +136 | 9.49% | Q1 2026 | Apr 28, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 1,567 | 237 | 0.01% | 0.01% | 1119 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 1,562 | 236 | 0.05% | 0.05% | 1121 | -14 | -0.89% | Q1 2026 | Apr 15, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 1,559 | 236 | 0.11% | 0.11% | 1120 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Indivisible Partners | History | No change | 1,561 | 236 | 0.02% | 0.02% | 1122 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 1,553 | 235 | 0.07% | 0.06% | 1124 | -92 | -5.59% | Q1 2026 | May 05, 2026 |
| KWB Wealth | History | No change | 1,670 | 235 | 0.02% | 0.02% | 1123 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PLIMOTH TRUST CO LLC | History | New | 1,550 | 234 | 0.05% | — | 1127 | +1,550 | New | Q1 2026 | Apr 27, 2026 |
| Breakwater Investment Management | History | No change | 1,548 | 234 | 0.09% | 0.08% | 1125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Manuka Financial, LLC | History | No change | 1,548 | 234 | 0.14% | 0.14% | 1126 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Braeburn Wealth Management LLC | History | Added to | 1,544 | 233 | 0.13% | 0.11% | 1128 | +1 | 0.06% | Q1 2026 | Apr 17, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 1,533 | 232 | 0.02% | 0.02% | 1129 | -139 | -8.31% | Q1 2026 | Apr 21, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 1,537 | 232 | 0.09% | 0.08% | 1131 | -7 | -0.45% | Q1 2026 | Apr 08, 2026 |
| MRWM Advisors, LLC | History | No change | 1,537 | 232 | 0.13% | 0.12% | 1130 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 1,531 | 231 | 0.06% | 0.06% | 1132 | -130 | -7.83% | Q1 2026 | Apr 09, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 1,526 | 231 | 0.08% | 0.06% | 1134 | +71 | 4.88% | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,530 | 231 | 0.02% | 0.02% | 1133 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 1,519 | 230 | 0.13% | 0.12% | 1138 | -14 | -0.91% | Q1 2026 | Apr 30, 2026 |
| Oldfather Financial Services, LLC | History | No change | 1,631 | 230 | 0.07% | 0.07% | 1135 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 1,524 | 230 | 0.09% | 0.09% | 1136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PGIM Custom Harvest LLC | History | No change | 1,521 | 230 | 0.0% | 0.0% | 1137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 1,514 | 229 | 0.02% | 0.02% | 1139 | -385 | -20.27% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 1,495 | 229 | 0.04% | 0.03% | 1141 | +65 | 4.55% | Q1 2026 | Apr 16, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 1,513 | 229 | 0.1% | 0.1% | 1140 | -63 | -4.0% | Q1 2026 | May 11, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 1,511 | 228 | 0.02% | 0.02% | 1142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | No change | 1,510 | 228 | 0.01% | 0.01% | 1143 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,621 | 228 | 0.07% | 0.07% | 1144 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Summit Asset Management, LLC | History | Reduced | 1,500 | 227 | 0.03% | 0.03% | 1145 | -50 | -3.23% | Q1 2026 | May 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,500 | 227 | 0.02% | 0.02% | 1146 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Asio Capital, LLC | History | No change | 1,500 | 227 | 0.03% | 0.03% | 1147 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SAXON INTERESTS, INC. | History | No change | 1,504 | 227 | 0.08% | 0.07% | 1148 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Petros Family Wealth, LLC | History | No change | 1,500 | 227 | 0.16% | 0.14% | 1149 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LifeWealth Investments, LLC | History | No change | 1,500 | 227 | 0.07% | 0.07% | 1150 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,500 | 227 | 0.03% | 0.03% | 1151 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 1,498 | 226 | 0.12% | 0.11% | 1152 | +8 | 0.54% | Q1 2026 | May 01, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 1,500 | 226 | 0.18% | 0.18% | 1153 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,480 | 224 | 0.18% | 0.32% | 1154 | -1,581 | -51.65% | Q1 2026 | May 11, 2026 |
| American Trust | History | Added to | 1,481 | 224 | 0.02% | 0.02% | 1155 | +18 | 1.23% | Q1 2026 | May 01, 2026 |
| LJI Wealth Management, LLC | History | No change | 1,481 | 224 | 0.04% | 0.03% | 1156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 1,477 | 223 | 0.09% | 0.08% | 1157 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 1,470 | 222 | 0.08% | 0.08% | 1159 | -113 | -7.14% | Q1 2026 | Apr 27, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,471 | 222 | 0.01% | 0.01% | 1158 | +52 | 3.66% | Q1 2026 | May 01, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 1,459 | 220 | 0.05% | 0.05% | 1160 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 1,455 | 220 | 0.04% | 0.04% | 1161 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AJ Advisors, LLC | History | Added to | 1,450 | 219 | 0.08% | 0.07% | 1164 | +11 | 0.76% | Q1 2026 | Apr 22, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 1,452 | 219 | 0.1% | 0.09% | 1162 | +4 | 0.28% | Q1 2026 | May 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 1,450 | 219 | 0.05% | 0.05% | 1163 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1,429 | 216 | 0.05% | 0.05% | 1165 | -1 | -0.07% | Q1 2026 | May 06, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 1,422 | 215 | 0.02% | 0.02% | 1166 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Dentgroup LLC | History | No change | 1,519 | 214 | 0.15% | 0.15% | 1167 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 1,406 | 212 | 0.02% | 0.06% | 1168 | -3,150 | -69.14% | Q1 2026 | Apr 29, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | New | 1,405 | 212 | 0.11% | — | 1170 | +1,405 | New | Q1 2026 | May 12, 2026 |
| Pasadena Private Wealth, LLC | History | New | 1,403 | 212 | 0.03% | — | 1169 | +1,403 | New | Q1 2026 | Apr 22, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 1,399 | 211 | 0.02% | 0.07% | 1173 | -3,365 | -70.63% | Q1 2026 | May 15, 2026 |
| Private Wealth Partners, LLC | History | New | 1,400 | 211 | 0.02% | — | 1174 | +1,400 | New | Q1 2026 | Apr 28, 2026 |
| HEADINVEST, LLC | History | New | 1,400 | 211 | 0.04% | — | 1175 | +1,400 | New | Q1 2026 | May 15, 2026 |
| Mattern Wealth Management LLC | History | New | 1,400 | 211 | 0.04% | — | 1177 | +1,400 | New | Q1 2026 | Apr 23, 2026 |
| Providence Financial Advisors, LLC | History | New | 1,400 | 211 | 0.12% | — | 1179 | +1,400 | New | Q1 2026 | May 12, 2026 |
| COWA, LLC | History | New | 1,395 | 211 | 0.06% | — | 1178 | +1,395 | New | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | New | 1,394 | 211 | 0.02% | — | 1176 | +1,394 | New | Q1 2026 | May 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,397 | 211 | 0.01% | 0.01% | 1171 | -629 | -31.05% | Q1 2026 | Apr 29, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 1,399 | 211 | 0.01% | 0.02% | 1172 | -500 | -26.33% | Q1 2026 | May 07, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 1,389 | 210 | 0.22% | — | 1180 | +1,389 | New | Q1 2026 | Apr 23, 2026 |
| RiverGlades Family Offices LLC | History | New | 1,380 | 208 | 0.12% | — | 1183 | +1,380 | New | Q1 2026 | May 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | New | 1,375 | 208 | 0.03% | — | 1184 | +1,375 | New | Q1 2026 | Apr 16, 2026 |
| Select Asset Management & Trust | History | New | 1,373 | 208 | 0.06% | — | 1182 | +1,373 | New | Q1 2026 | May 14, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 1,378 | 208 | 0.01% | 0.02% | 1181 | -499 | -26.58% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | New | 1,367 | 207 | 0.01% | — | 1185 | +1,367 | New | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | New | 1,364 | 206 | 0.01% | — | 1186 | +1,364 | New | Q1 2026 | May 13, 2026 |
| Granite Group Advisors, LLC | History | New | 1,358 | 206 | 0.12% | — | 1187 | +1,358 | New | Q1 2026 | Apr 14, 2026 |
| Advisory Alpha, LLC | History | New | 1,358 | 205 | 0.01% | — | 1190 | +1,358 | New | Q1 2026 | May 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 1,358 | 205 | 0.02% | — | 1193 | +1,358 | New | Q1 2026 | Apr 27, 2026 |
| Innova Wealth Partners | History | New | 1,356 | 205 | 0.1% | — | 1191 | +1,356 | New | Q1 2026 | Apr 24, 2026 |
| DDFG, Inc | History | New | 1,355 | 205 | 0.04% | — | 1192 | +1,355 | New | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,354 | 205 | 0.02% | 0.02% | 1189 | -66 | -4.65% | Q1 2026 | May 11, 2026 |
| SFAM, LLC | History | No change | 1,360 | 205 | 0.19% | 0.17% | 1188 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 1,353 | 204 | 0.13% | — | 1195 | +1,353 | New | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 1,351 | 204 | 0.0% | — | 1196 | +1,351 | New | Q1 2026 | May 14, 2026 |
| Rise Advisors, LLC | History | New | 1,351 | 204 | 0.07% | — | 1198 | +1,351 | New | Q1 2026 | Apr 03, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 1,351 | 204 | 0.03% | — | 1200 | +1,351 | New | Q1 2026 | May 08, 2026 |
| TigerOak Management, L.L.C. | History | New | 1,351 | 204 | 0.06% | — | 1203 | +1,351 | New | Q1 2026 | Apr 21, 2026 |
| Greenspring Advisors, LLC | History | New | 1,350 | 204 | 0.01% | — | 1199 | +1,350 | New | Q1 2026 | May 04, 2026 |
| National Wealth Management Group, LLC | History | New | 1,350 | 204 | 0.08% | — | 1201 | +1,350 | New | Q1 2026 | May 11, 2026 |
| Columbia Bank | History | New | 1,350 | 204 | 0.06% | — | 1202 | +1,350 | New | Q1 2026 | Apr 28, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | New | 1,350 | 204 | 0.08% | — | 1204 | +1,350 | New | Q1 2026 | Apr 24, 2026 |
| Cooper Financial Group | History | New | 1,348 | 204 | 0.02% | — | 1197 | +1,348 | New | Q1 2026 | Apr 07, 2026 |
| Concord Wealth Partners | History | Added to | 1,350 | 204 | 0.03% | 0.02% | 1194 | +11 | 0.82% | Q1 2026 | May 01, 2026 |
| Tanglewood Wealth Management, Inc. | History | New | 1,347 | 203 | 0.02% | — | 1205 | +1,347 | New | Q1 2026 | Apr 20, 2026 |
| Roundview Capital LLC | History | New | 1,346 | 203 | 0.01% | — | 1206 | +1,346 | New | Q1 2026 | May 08, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | New | 1,345 | 203 | 0.05% | — | 1207 | +1,345 | New | Q1 2026 | Apr 02, 2026 |
| Sargent Investment Group, LLC | History | New | 1,340 | 202 | 0.03% | — | 1209 | +1,340 | New | Q1 2026 | May 11, 2026 |
| RMR Wealth Builders | History | New | 1,339 | 202 | 0.02% | — | 1210 | +1,339 | New | Q1 2026 | Apr 22, 2026 |
| SAM Advisors, LLC | History | New | 1,337 | 202 | 0.06% | — | 1208 | +1,337 | New | Q1 2026 | Apr 29, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 1,333 | 201 | 0.07% | 0.26% | 1211 | -4,250 | -76.12% | Q1 2026 | Apr 22, 2026 |
| Community Financial Services Group, LLC | History | New | 1,335 | 201 | 0.04% | — | 1213 | +1,335 | New | Q1 2026 | Apr 08, 2026 |
| Adams Asset Advisors, LLC | History | New | 1,331 | 201 | 0.02% | — | 1212 | +1,331 | New | Q1 2026 | Apr 27, 2026 |
| Heritage Trust Co | History | New | 1,325 | 200 | 0.02% | — | 1214 | +1,325 | New | Q1 2026 | May 13, 2026 |
| Armor Investment Advisors, LLC | History | No change | 1,286 | 194 | 0.07% | 0.07% | 1215 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BankPlus Trust Department | History | No change | 1,280 | 193 | 0.05% | 0.05% | 1216 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 1,255 | 190 | 0.02% | 0.01% | 1217 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,253 | 189 | 0.11% | — | 1219 | +1,253 | New | Q1 2026 | May 12, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 1,251 | 189 | 0.29% | — | 1218 | +1,251 | New | Q1 2026 | May 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,247 | 188 | 0.14% | 0.14% | 1220 | +9 | 0.73% | Q1 2026 | Apr 27, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,232 | 186 | 0.05% | 0.05% | 1221 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 1,215 | 183 | 0.05% | 0.05% | 1224 | -55 | -4.33% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,211 | 183 | 0.07% | 0.06% | 1222 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,211 | 183 | 0.04% | 0.03% | 1223 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Riverview Trust Co | History | No change | 1,196 | 181 | 0.22% | 0.2% | 1225 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WealthShield Partners, LLC | History | No change | 1,197 | 181 | 0.02% | 0.02% | 1226 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,198 | 181 | 0.03% | 0.02% | 1227 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Westend Capital Management, LLC | History | No change | 1,180 | 178 | 0.05% | 0.05% | 1228 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 1,168 | 177 | 0.0% | 0.0% | 1229 | +300 | 34.56% | Q1 2026 | May 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,163 | 176 | 0.05% | 0.04% | 1230 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,160 | 175 | 0.06% | 0.06% | 1231 | +9 | 0.78% | Q1 2026 | Apr 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,145 | 173 | 0.04% | 0.03% | 1232 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 1,130 | 171 | 0.07% | — | 1234 | +1,130 | New | Q1 2026 | May 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,127 | 171 | 0.02% | 0.02% | 1233 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TrustBank | History | No change | 1,125 | 170 | 0.07% | 0.07% | 1235 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,107 | 167 | 0.0% | 0.0% | 1237 | +92 | 9.06% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | No change | 1,108 | 167 | 0.01% | 0.01% | 1236 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CNB Bank | History | No change | 1,102 | 166 | 0.07% | 0.06% | 1238 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,094 | 165 | 0.04% | 0.04% | 1239 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,087 | 164 | 0.04% | 0.04% | 1240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossmore Private Capital | History | No change | 1,050 | 158 | 0.01% | 0.01% | 1241 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 1,040 | 157 | 0.03% | 0.03% | 1242 | -50 | -4.59% | Q1 2026 | Apr 21, 2026 |
| Crews Bank & Trust | History | No change | 1,038 | 157 | 0.02% | 0.02% | 1243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,088 | 153 | 0.01% | 0.01% | 1244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 1,009 | 152 | 0.0% | 0.0% | 1245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,000 | 151 | 0.14% | 0.13% | 1246 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COUNTRY TRUST BANK | History | No change | 993 | 150 | 0.0% | 0.0% | 1247 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 952 | 144 | 0.01% | 0.01% | 1248 | -602 | -38.74% | Q1 2026 | Apr 16, 2026 |
| Crewe Advisors LLC | History | Added to | 957 | 144 | 0.01% | 0.01% | 1249 | +6 | 0.63% | Q1 2026 | May 07, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 951 | 143 | 0.07% | 0.06% | 1250 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 925 | 140 | 0.11% | 0.1% | 1251 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Life Planners | History | New | 887 | 134 | 0.1% | — | 1252 | +887 | New | Q1 2026 | Apr 24, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 880 | 133 | 0.06% | — | 1254 | +880 | New | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 885 | 133 | 0.0% | 0.0% | 1253 | -160 | -15.31% | Q1 2026 | Apr 20, 2026 |
| Manchester Capital Management LLC | History | No change | 860 | 130 | 0.02% | 0.02% | 1255 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Added to | 857 | 129 | 0.02% | 0.02% | 1256 | +210 | 32.46% | Q1 2026 | Apr 24, 2026 |
| Gen-Wealth Partners Inc | History | No change | 823 | 124 | 0.04% | 0.04% | 1257 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 815 | 123 | 0.0% | 0.01% | 1258 | -390 | -32.37% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 814 | 123 | 0.01% | 0.01% | 1259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Insight Inv LLC | History | Reduced | 812 | 122 | 0.07% | 0.13% | 1260 | -850 | -51.14% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Counsel, Inc | History | Reduced | 800 | 121 | 0.01% | 0.02% | 1261 | -234 | -22.63% | Q1 2026 | Apr 21, 2026 |
| Washington Trust Advisors, Inc. | History | New | 795 | 120 | 0.01% | — | 1265 | +795 | New | Q1 2026 | Apr 06, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 799 | 120 | 0.09% | 0.09% | 1264 | -29 | -3.5% | Q1 2026 | Apr 07, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 793 | 120 | 0.06% | 0.06% | 1262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 799 | 120 | 0.08% | 0.08% | 1263 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 766 | 115 | 0.01% | 0.01% | 1266 | -169 | -18.07% | Q1 2026 | Apr 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 750 | 113 | 0.0% | — | 1268 | +750 | New | Q1 2026 | Apr 14, 2026 |
| Davis Capital Management | History | No change | 752 | 113 | 0.08% | 0.07% | 1267 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 729 | 110 | 0.04% | 0.05% | 1269 | -47 | -6.06% | Q1 2026 | May 05, 2026 |
| Finley Financial, LLC | History | No change | 730 | 110 | 0.05% | 0.05% | 1270 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| True Link Financial Advisors, LLC | History | New | 709 | 107 | 0.01% | — | 1271 | +709 | New | Q1 2026 | Apr 29, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 691 | 104 | 0.06% | 0.06% | 1272 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Zeit Capital LLC | History | New | 674 | 102 | 0.07% | — | 1275 | +674 | New | Q1 2026 | May 05, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 677 | 102 | 0.08% | 0.09% | 1273 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BAYBAN | History | No change | 675 | 102 | 0.09% | 0.08% | 1274 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fairway Wealth LLC | History | Added to | 668 | 101 | 0.03% | 0.02% | 1276 | +168 | 33.6% | Q1 2026 | Apr 23, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 669 | 101 | 0.03% | 0.03% | 1277 | +4 | 0.6% | Q1 2026 | May 05, 2026 |
| RMG Wealth Management LLC | History | New | 2,210 | 99 | 0.01% | — | 1279 | +2,210 | New | Q1 2026 | May 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 660 | 99 | 0.06% | 0.06% | 1278 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 642 | 97 | 0.01% | 0.01% | 1280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Accordant Advisory Group Inc | History | No change | 633 | 95 | 0.06% | 0.06% | 1281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 611 | 92 | 0.09% | 0.09% | 1282 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 631 | 89 | 0.06% | 0.06% | 1283 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| High Note Wealth, LLC | History | No change | 579 | 87 | 0.02% | 0.02% | 1284 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 570 | 86 | 0.0% | 0.0% | 1285 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 558 | 84 | 0.01% | 0.01% | 1286 | -99 | -15.07% | Q1 2026 | Apr 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 550 | 83 | 0.0% | — | 1290 | +550 | New | Q1 2026 | May 08, 2026 |
| BankChampaign, National Association | History | Reduced | 550 | 83 | 0.08% | 0.08% | 1289 | -402 | -42.23% | Q1 2026 | May 21, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 551 | 83 | 0.03% | 0.03% | 1287 | -149 | -21.29% | Q1 2026 | Apr 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 549 | 83 | 0.02% | 0.02% | 1288 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| REAP Financial Group, LLC | History | Added to | 527 | 79 | 0.02% | 0.01% | 1291 | +4 | 0.76% | Q1 2026 | May 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 548 | 77 | 0.03% | 0.03% | 1292 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Signature Equity Partners, LLC | History | No change | 505 | 76 | 0.04% | 0.04% | 1293 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Connections Group, Inc. | History | No change | 497 | 75 | 0.03% | 0.02% | 1294 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| City State Bank | History | Reduced | 490 | 74 | 0.02% | 0.02% | 1295 | -40 | -7.55% | Q1 2026 | Apr 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 490 | 74 | 0.02% | 0.02% | 1296 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 494 | 74 | 0.05% | 0.02% | 1297 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Monetary Solutions, Ltd | History | No change | 495 | 74 | 0.07% | 0.07% | 1298 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BALLAST ADVISORS LLC | History | No change | 482 | 73 | 0.02% | 0.02% | 1299 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MilWealth Group LLC | History | No change | 487 | 73 | 0.02% | 0.02% | 1300 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 478 | 72 | 0.03% | 0.02% | 1302 | +3 | 0.63% | Q1 2026 | Apr 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 480 | 72 | 0.01% | 0.0% | 1301 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 460 | 69 | 0.02% | — | 1304 | +460 | New | Q1 2026 | Apr 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 459 | 69 | 0.04% | 0.03% | 1303 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | New | 455 | 68 | 0.02% | — | 1309 | +455 | New | Q1 2026 | May 21, 2026 |
| Evergreen Advisors, LLC | History | New | 451 | 68 | 0.02% | — | 1308 | +451 | New | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 453 | 68 | 0.0% | 0.0% | 1306 | +4 | 0.89% | Q1 2026 | Apr 21, 2026 |
| ADIRONDACK TRUST CO | History | No change | 450 | 68 | 0.02% | 0.02% | 1305 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| ORG Partners LLC | History | No change | 488 | 68 | 0.01% | 0.01% | 1307 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trust Co | History | Added to | 435 | 65 | 0.01% | 0.0% | 1310 | +215 | 97.73% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 418 | 63 | 0.0% | 0.0% | 1311 | -14 | -3.24% | Q1 2026 | May 15, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 420 | 63 | 0.02% | 0.02% | 1312 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Synergy Investment Management, LLC | History | New | 410 | 62 | 0.02% | — | 1315 | +410 | New | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | No change | 415 | 62 | 0.02% | 0.02% | 1313 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MTM Investment Management, LLC | History | No change | 415 | 62 | 0.02% | 0.02% | 1314 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Added to | 406 | 61 | 0.0% | 0.0% | 1316 | +3 | 0.74% | Q1 2026 | Apr 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 396 | 59 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 387 | 58 | 0.01% | 0.0% | 1320 | +317 | 452.86% | Q1 2026 | Apr 22, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 388 | 58 | 0.02% | 0.02% | 1318 | -9 | -2.27% | Q1 2026 | Apr 17, 2026 |
| Roxbury Financial LLC | History | Added to | 384 | 58 | 0.05% | 0.05% | 1322 | +2 | 0.52% | Q1 2026 | Apr 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 385 | 58 | 0.04% | 0.04% | 1321 | +1 | 0.26% | Q1 2026 | Apr 17, 2026 |
| Morse Asset Management, Inc | History | No change | 389 | 58 | 0.01% | 0.01% | 1319 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 372 | 56 | 0.03% | 0.04% | 1323 | -145 | -28.05% | Q1 2026 | Apr 30, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 368 | 55 | 0.03% | — | 1324 | +368 | New | Q1 2026 | May 08, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 358 | 54 | 0.01% | 0.02% | 1325 | -40 | -10.05% | Q1 2026 | Apr 29, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 354 | 54 | 0.02% | 0.02% | 1328 | +3 | 0.85% | Q1 2026 | Apr 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 357 | 54 | 0.0% | 0.0% | 1326 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Horizons Wealth Management | History | No change | 360 | 54 | 0.04% | 0.03% | 1327 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 348 | 52 | 0.01% | 0.01% | 1329 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Bridge, LLC | History | No change | 350 | 52 | 0.02% | 0.02% | 1330 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 340 | 51 | 0.01% | — | 1332 | +340 | New | Q1 2026 | Apr 20, 2026 |
| Seneschal Advisors, LLC | History | No change | 343 | 51 | 0.04% | 0.04% | 1331 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 333 | 50 | 0.0% | 0.0% | 1333 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Weaver Capital Management LLC | History | No change | 325 | 49 | 0.01% | 0.01% | 1334 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NFSG Corp | History | Added to | 316 | 47 | 0.01% | 0.01% | 1336 | +2 | 0.64% | Q1 2026 | May 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 311 | 47 | 0.03% | 0.03% | 1335 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Byrne Asset Management LLC | History | No change | 315 | 47 | 0.03% | 0.02% | 1337 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 305 | 46 | 0.0% | 0.0% | 1338 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Winthrop Capital Management, LLC | History | No change | 304 | 46 | 0.01% | 0.01% | 1339 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 303 | 45 | 0.02% | — | 1342 | +303 | New | Q1 2026 | Apr 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 300 | 45 | 0.01% | 0.01% | 1340 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Corsicana & Co. | History | No change | 341 | 45 | 0.03% | 0.03% | 1341 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 297 | 44 | 0.01% | 0.01% | 1343 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 289 | 43 | 0.02% | 0.02% | 1344 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 280 | 42 | 0.01% | 0.01% | 1345 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 274 | 41 | 0.03% | 0.03% | 1346 | -10 | -3.52% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 272 | 40 | 0.0% | 0.0% | 1347 | -109 | -28.61% | Q1 2026 | May 15, 2026 |
| Friedenthal Financial | History | Reduced | 259 | 39 | 0.02% | 0.04% | 1349 | -298 | -53.5% | Q1 2026 | Apr 20, 2026 |
| Napier Financial, LLC | History | New | 262 | 39 | 0.01% | — | 1351 | +262 | New | Q1 2026 | May 05, 2026 |
| Clean Yield Group | History | No change | 260 | 39 | 0.01% | 0.01% | 1348 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 261 | 39 | 0.04% | 0.03% | 1350 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 251 | 38 | 0.02% | 0.02% | 1354 | -42 | -14.33% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 257 | 38 | 0.02% | 0.02% | 1353 | +2 | 0.78% | Q1 2026 | May 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 251 | 38 | 0.0% | 0.0% | 1352 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 245 | 37 | 0.01% | 0.01% | 1356 | -5 | -2.0% | Q1 2026 | Apr 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 250 | 37 | 0.0% | 0.0% | 1355 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Freedom, LLC | History | No change | 248 | 37 | 0.02% | 0.02% | 1357 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kilter Group LLC | History | Added to | 239 | 36 | 0.02% | 0.01% | 1358 | +1 | 0.42% | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 235 | 35 | 0.0% | 0.0% | 1359 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Main Street Group, LTD | History | New | 218 | 33 | 0.01% | — | 1360 | +218 | New | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 206 | 31 | 0.0% | 0.0% | 1361 | +3 | 1.48% | Q1 2026 | May 15, 2026 |
| Miller Capital Partners, Inc. | History | No change | 210 | 31 | 0.01% | 0.01% | 1362 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 200 | 30 | 0.01% | 0.02% | 1365 | -252 | -55.75% | Q1 2026 | Apr 21, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 200 | 30 | 0.01% | 0.01% | 1363 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| S&T BANK/PA | History | No change | 203 | 30 | 0.01% | 0.01% | 1364 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 195 | 29 | 0.0% | 0.0% | 1366 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 184 | 27 | 0.0% | 0.0% | 1367 | +6 | 3.37% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 184 | 27 | 0.01% | 0.01% | 1368 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Team Financial Group, LLC | History | Added to | 176 | 26 | 0.01% | 0.01% | 1371 | +2 | 1.15% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | No change | 176 | 26 | 0.0% | 0.0% | 1369 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Rice Partnership, LLC | History | No change | 175 | 26 | 0.0% | 0.0% | 1370 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ransom Advisory, Ltd | History | No change | 190 | 26 | 0.01% | 0.01% | 1372 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Fairman Group, LLC | History | Added to | 167 | 25 | 0.02% | 0.02% | 1373 | +1 | 0.6% | Q1 2026 | Apr 23, 2026 |
| Holos Integrated Wealth LLC | History | New | 163 | 24 | 0.01% | — | 1374 | +163 | New | Q1 2026 | Apr 08, 2026 |
| JPL Wealth Management, LLC | History | New | 155 | 23 | 0.01% | — | 1377 | +155 | New | Q1 2026 | May 08, 2026 |
| Addison Advisors LLC | History | No change | 152 | 23 | 0.01% | 0.0% | 1375 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 154 | 23 | 0.0% | 0.0% | 1376 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 150 | 22 | 0.01% | 0.01% | 1378 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 149 | 22 | 0.01% | 0.01% | 1379 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 140 | 21 | 0.01% | 0.01% | 1380 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 142 | 21 | 0.01% | 0.0% | 1381 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | No change | 144 | 21 | 0.0% | 0.0% | 1382 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 133 | 20 | 0.02% | 0.02% | 1383 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PlanVest Financial, Inc | History | New | 129 | 19 | 0.01% | — | 1387 | +129 | New | Q1 2026 | May 14, 2026 |
| Family Manage LLC | History | No change | 131 | 19 | 0.0% | 0.0% | 1384 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 127 | 19 | 0.06% | 0.05% | 1385 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 128 | 19 | 0.01% | 0.01% | 1386 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 120 | 18 | 0.0% | — | 1389 | +120 | New | Q1 2026 | May 12, 2026 |
| Advantage Trust Co | History | No change | 120 | 18 | 0.01% | 0.01% | 1388 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 115 | 17 | 0.0% | — | 1392 | +115 | New | Q1 2026 | Apr 28, 2026 |
| TSFG, LLC | History | No change | 110 | 17 | 0.0% | 0.0% | 1390 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Perspectives, Inc | History | No change | 115 | 17 | 0.0% | 0.0% | 1391 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 108 | 16 | 0.01% | 0.01% | 1393 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HOWE & RUSLING INC | History | No change | 100 | 15 | 0.0% | 0.0% | 1394 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 100 | 15 | 0.01% | 0.01% | 1395 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 105 | 15 | 0.0% | 0.0% | 1396 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 100 | 15 | 0.0% | 0.0% | 1397 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| High Point Wealth Management, LLC | History | New | 96 | 14 | 0.01% | — | 1401 | +96 | New | Q1 2026 | Apr 08, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 98 | 14 | 0.0% | 0.0% | 1398 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 93 | 14 | 0.0% | 0.0% | 1399 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hughes Financial Services, LLC | History | No change | 97 | 14 | 0.0% | 0.0% | 1400 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Silicon Valley Capital Partners | History | No change | 88 | 13 | 0.0% | 0.0% | 1402 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BIRCHBROOK, INC. | History | No change | 90 | 13 | 0.01% | — | 1403 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TD Capital Management LLC | History | Added to | 76 | 11 | 0.0% | 0.0% | 1405 | +1 | 1.33% | Q1 2026 | May 11, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 75 | 11 | 0.01% | 0.0% | 1404 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Robbins Farley | History | No change | 75 | 11 | 0.0% | 0.0% | 1406 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 68 | 10 | 0.02% | — | 1408 | +68 | New | Q1 2026 | May 04, 2026 |
| Roble, Belko & Company, Inc | History | No change | 68 | 10 | 0.0% | 0.0% | 1407 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PayPay Securities Corp | History | Reduced | 63 | 9 | 0.31% | 0.32% | 1410 | -20 | -24.1% | Q1 2026 | Apr 23, 2026 |
| Basepoint Wealth LLC | History | Added to | 61 | 9 | 0.01% | 0.0% | 1412 | +1 | 1.67% | Q1 2026 | May 07, 2026 |
| Center for Financial Planning, Inc. | History | No change | 61 | 9 | 0.0% | 0.0% | 1409 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Nova Wealth Management, Inc. | History | No change | 60 | 9 | 0.01% | 0.01% | 1411 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Activest Wealth Management | History | New | 54 | 8 | 0.0% | — | 1415 | +54 | New | Q1 2026 | Apr 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 57 | 8 | 0.0% | 0.0% | 1413 | +1 | 1.79% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 53 | 8 | 0.01% | 0.0% | 1414 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GGM Financial LLC | History | Added to | 50 | 7 | 0.0% | 0.0% | 1420 | +1 | 2.04% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | No change | 51 | 7 | 0.0% | 0.0% | 1416 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 52 | 7 | 0.0% | 0.0% | 1417 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 49 | 7 | 0.0% | 0.0% | 1418 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 50 | 7 | 0.0% | 0.0% | 1419 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 35 | 5 | 0.0% | 0.0% | 1421 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 42 | 5 | 0.0% | 0.0% | 1422 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunrise Financial Services, LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 1423 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cheviot Value Management, LLC | History | No change | 27 | 4 | 0.0% | 0.0% | 1424 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | No change | 29 | 4 | 0.0% | 0.0% | 1425 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 24 | 3 | 0.0% | 0.0% | 1427 | -11 | -31.43% | Q1 2026 | May 01, 2026 |
| BFSG, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 1426 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 1428 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 20 | 2 | 0.0% | 0.0% | 1429 | +1 | 5.26% | Q1 2026 | Apr 03, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 1430 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 18 | 2 | 0.0% | 0.0% | 1431 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| New Millennium Group LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1432 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1433 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -78,901 | -100.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -48,386 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Gilman Hill Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -48,290 | -100.0% | Q1 2026 | Apr 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -39,965 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Gallagher Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 2.89% | — | -31,743 | -100.0% | Q1 2026 | May 05, 2026 |
| Cullen Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,130 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,198 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,162 | -100.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.05% | — | -14,404 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,400 | -100.0% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,775 | -100.0% | Q1 2026 | May 15, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,889 | -100.0% | Q1 2026 | May 14, 2026 |
| Pinion Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,679 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Heck Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -3,863 | -100.0% | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,663 | -100.0% | Q1 2026 | May 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,510 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Hixon Zuercher, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,499 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,460 | -100.0% | Q1 2026 | May 11, 2026 |
| Chancellor Financial Group WB LP | History | Closed out | 0 | 0 | — | 0.32% | — | -3,383 | -100.0% | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,324 | -100.0% | Q1 2026 | Apr 22, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.18% | — | -2,805 | -100.0% | Q1 2026 | Apr 15, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,729 | -100.0% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,580 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -2,548 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,385 | -100.0% | Q1 2026 | May 14, 2026 |
| HWG Holdings LP | History | Closed out | 0 | 0 | — | 0.08% | — | -2,229 | -100.0% | Q1 2026 | May 06, 2026 |
| Pettinga Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,075 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Meeder Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,035 | -100.0% | Q1 2026 | May 07, 2026 |
| Gridiron Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,966 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,950 | -100.0% | Q1 2026 | May 01, 2026 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,900 | -100.0% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,825 | -100.0% | Q1 2026 | May 14, 2026 |
| DF DENT & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,705 | -100.0% | Q1 2026 | May 15, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -1,662 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Slagle Financial, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,658 | -100.0% | Q1 2026 | May 01, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,640 | -100.0% | Q1 2026 | May 07, 2026 |
| TABR Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,613 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Capital Square, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,553 | -100.0% | Q1 2026 | May 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,547 | -100.0% | Q1 2026 | May 05, 2026 |
| Intellus Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,499 | -100.0% | Q1 2026 | May 07, 2026 |
| Segment Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,480 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,256 | -100.0% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,248 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -850 | -100.0% | Q1 2026 | May 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -705 | -100.0% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -700 | -100.0% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -412 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -366 | -100.0% | Q1 2026 | May 06, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 1 | 0 | — | 0.01% | — | -355 | -99.72% | Q1 2026 | Apr 14, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -268 | -100.0% | Q1 2026 | May 15, 2026 |
| CGC Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -238 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -180 | -100.0% | Q1 2026 | May 13, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -170 | -100.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -92 | -98.92% | Q1 2026 | Apr 24, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | May 04, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -5 | -45.45% | Q1 2026 | Apr 29, 2026 |
| West Branch Capital LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |