iSHARES TRUST - EFA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 95,915,091 | 9,316,232 | 0.16% | 0.16% | 1 | -374,881 | -0.39% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 43,761,534 | 4,250,557 | 0.48% | 0.49% | 2 | -414,262 | -0.94% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 39,633,936 | 3,849,644 | 0.28% | 0.28% | 3 | -582,029 | -1.45% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 39,200,327 | 3,807,527 | 0.44% | 0.54% | 4 | -6,750,096 | -14.69% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 29,921,159 | 2,906,242 | 0.18% | 0.18% | 5 | -1,696,440 | -5.37% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,050,158 | 2,238,861 | 0.42% | 0.44% | 6 | -1,996,764 | -7.97% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 22,026,841 | 2,139,467 | 0.28% | 0.26% | 7 | +723,254 | 3.39% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 21,300,190 | 2,003,709 | 0.13% | 0.13% | 8 | -217,325 | -1.01% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 19,345,323 | 1,879,011 | 0.28% | 0.25% | 9 | +3,121,876 | 19.24% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 16,719,300 | 1,623,946 | 0.28% | 0.22% | 10 | +2,698,652 | 19.25% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 16,402,080 | 1,593,134 | 0.2% | 0.21% | 11 | +2,147,056 | 15.06% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 13,557,939 | 1,316,882 | 0.56% | 0.39% | 12 | +4,280,552 | 46.14% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 11,289,341 | 1,096,533 | 16.62% | 17.63% | 13 | -4,447,425 | -28.26% | Q1 2026 | May 08, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 9,148,830 | 888,625 | 0.72% | 0.66% | 14 | +648,575 | 7.63% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 8,615,407 | 836,814 | 0.04% | 0.04% | 15 | -152,090 | -1.73% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,399,549 | 815,848 | 0.47% | 0.44% | 16 | -57,743 | -0.68% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 8,020,309 | 779,012 | 0.13% | 0.08% | 17 | +2,713,323 | 51.13% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 7,992,758 | 776,336 | 0.14% | 0.14% | 18 | -77,787 | -0.96% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,132,507 | 692,790 | 0.84% | 0.81% | 19 | -54,564 | -0.76% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 6,911,388 | 671,303 | 0.16% | 0.23% | 20 | -2,904,997 | -29.59% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,571,755 | 638,314 | 0.17% | 0.17% | 21 | +597,836 | 10.01% | Q1 2026 | May 04, 2026 |
| AlTi Global, Inc. | History | Added to | 6,222,715 | 604,412 | 13.14% | 12.67% | 22 | +69,780 | 1.13% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,354,951 | 597,487 | 0.29% | 0.18% | 23 | +3,362,336 | 112.35% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 5,679,749 | 551,674 | 0.15% | 0.15% | 24 | -200,012 | -3.4% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,586,139 | 542,581 | 0.85% | 0.64% | 25 | +1,218,669 | 27.9% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,528,948 | 537,026 | 0.2% | 0.18% | 26 | +4,471 | 0.08% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 5,066,424 | 492,101 | 0.58% | 0.79% | 27 | -2,667,515 | -34.49% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,775,989 | 463,891 | 0.63% | 0.54% | 28 | +522,821 | 12.29% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,853,491 | 374,237 | 0.09% | 0.06% | 29 | +1,084,675 | 39.17% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,817,681 | 370,811 | 0.11% | 0.11% | 30 | +99,125 | 2.67% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,734,895 | 362,770 | 0.66% | 0.36% | 31 | +2,548,421 | 214.79% | Q1 2026 | May 01, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 3,323,300 | 322,792 | 0.84% | 0.65% | 32 | -92,200 | -2.7% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 3,296,398 | 320,179 | 0.45% | 0.34% | 33 | +823,741 | 33.31% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 3,127,682 | 303,735 | 0.35% | 0.37% | 34 | -149,759 | -4.57% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,088,405 | 299,976 | 0.53% | 0.37% | 35 | +954,050 | 44.7% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,066,550 | 297,854 | 0.12% | 0.24% | 36 | -2,925,236 | -48.82% | Q1 2026 | May 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 3,020,430 | 293,374 | 9.87% | 9.71% | 37 | +123,171 | 4.25% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,766,467 | 250,571 | 0.12% | 0.19% | 38 | -113,423 | -6.03% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 2,526,610 | 245,409 | 0.29% | 0.25% | 39 | +329,254 | 14.98% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,456,329 | 238,583 | 0.15% | 0.15% | 40 | -42,897 | -1.72% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 2,429,988 | 233,351 | 0.93% | 0.93% | 41 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hackensack Meridian Health, Inc. | History | Reduced | 2,382,932 | 231,454 | 21.84% | 21.37% | 42 | -58,000 | -2.38% | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 2,258,978 | 219,414 | 4.37% | 3.98% | 43 | -2,792 | -0.12% | Q1 2026 | Apr 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 2,145,636 | 208,405 | 0.22% | 0.33% | 44 | -1,266,097 | -37.11% | Q1 2026 | May 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 2,113,810 | 205,314 | 0.36% | 0.0% | 45 | +2,088,810 | 8355.24% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 2,087,353 | 202,744 | 0.14% | 0.14% | 46 | +18,004 | 0.87% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,076,718 | 201,711 | 1.31% | 1.29% | 47 | -16,459 | -0.79% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,027,202 | 196,097 | 0.28% | 0.3% | 48 | -300,205 | -12.9% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,013,223 | 195,544 | 2.22% | 2.06% | 49 | +61,992 | 3.18% | Q1 2026 | May 05, 2026 |
| Hirtle & Co., LLC | History | Reduced | 1,999,325 | 194,194 | 6.65% | 6.56% | 50 | -8,221 | -0.41% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,955,533 | 189,940 | 0.23% | 0.25% | 51 | -190,951 | -8.9% | Q1 2026 | May 13, 2026 |
| Passaic Partners LLC | History | New | 1,875,300 | 182,147 | 17.04% | — | 52 | +1,875,300 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,834,677 | 177,914 | 0.24% | — | 53 | +1,834,677 | New | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,752,066 | 170,178 | 0.18% | 0.2% | 54 | -129,780 | -6.9% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 1,700,192 | 165,155 | 0.23% | 0.23% | 55 | +69,946 | 4.29% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,668,203 | 162,031 | 0.17% | 0.17% | 56 | +16,453 | 1.0% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,632,778 | 158,591 | 0.23% | 0.21% | 57 | +169,226 | 11.56% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 1,618,956 | 157,249 | 0.27% | 0.09% | 58 | +999,705 | 161.44% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 1,601,703 | 155,573 | 0.53% | 0.5% | 59 | -25,019 | -1.54% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,588,694 | 154,309 | 0.17% | 0.17% | 60 | +41,281 | 2.67% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,569,421 | 152,437 | 0.56% | 0.55% | 61 | -15,848 | -1.0% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,549,749 | 150,527 | 0.31% | 0.3% | 62 | -94,485 | -5.75% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,513,803 | 147,036 | 0.14% | 0.13% | 63 | -19,720 | -1.29% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,511,924 | 146,853 | 0.23% | 0.21% | 64 | +104,653 | 7.44% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,503,725 | 146,081 | 0.21% | 0.2% | 65 | +63,453 | 4.41% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 1,482,012 | 143,947 | 0.27% | 0.21% | 66 | +229,727 | 18.34% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,409,494 | 136,904 | 0.53% | — | 67 | +1,409,494 | New | Q1 2026 | May 12, 2026 |
| Calamos Advisors LLC | History | Added to | 1,386,127 | 133,309 | 0.47% | 0.18% | 68 | +880,127 | 173.94% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,386,144 | 133,111 | 0.23% | 0.23% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital International Investors | History | Reduced | 1,399,310 | 131,633 | 0.03% | 0.03% | 70 | -567,187 | -28.84% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,316,911 | 127,907 | 0.22% | 0.24% | 71 | +18,340 | 1.41% | Q1 2026 | May 14, 2026 |
| Arvest Bank Trust Division | History | Reduced | 1,300,889 | 126,355 | 6.87% | 6.94% | 72 | -32,877 | -2.46% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Added to | 1,275,057 | 123,846 | 2.85% | 2.71% | 73 | +2,419 | 0.19% | Q1 2026 | May 11, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 1,113,071 | 108,112 | 4.81% | 4.3% | 74 | +117,348 | 11.79% | Q1 2026 | May 05, 2026 |
| Jain Global LLC | History | Reduced | 1,110,781 | 107,890 | 0.45% | 0.69% | 75 | -372,240 | -25.1% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Added to | 1,090,631 | 105,932 | 0.26% | 0.25% | 76 | +24,124 | 2.26% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,068,468 | 103,780 | 0.57% | 0.57% | 77 | +76,202 | 7.68% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 11,697,200 | 101,586 | 1.61% | 1.82% | 78 | +330,672 | 2.91% | Q1 2026 | May 15, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | Added to | 1,040,000 | 101,015 | 11.52% | 6.95% | 79 | +348,000 | 50.29% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,005,167 | 97,631 | 0.14% | 0.14% | 80 | -56,058 | -5.28% | Q1 2026 | Apr 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,001,755 | 97,300 | 0.16% | 0.12% | 81 | +72,453 | 7.8% | Q1 2026 | May 15, 2026 |
| WoodTrust Financial Corp | History | Reduced | 992,287 | 96,381 | 12.44% | 12.05% | 82 | -83,000 | -7.72% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 969,116 | 94,130 | 0.37% | 0.34% | 83 | +41,360 | 4.46% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 958,805 | 93,128 | 0.27% | 0.24% | 84 | +31,922 | 3.44% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | Reduced | 919,102 | 89,272 | 1.37% | 1.36% | 85 | -6,451 | -0.7% | Q1 2026 | May 08, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 897,368 | 87,161 | 2.56% | 2.26% | 86 | +75,775 | 9.22% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 896,196 | 87,047 | 0.42% | 0.19% | 87 | +533,220 | 146.9% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 896,683 | 86,108 | 0.41% | 0.41% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 875,729 | 85,059 | 3.78% | 3.94% | 89 | -102,607 | -10.49% | Q1 2026 | May 11, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 874,962 | 84,985 | 1.27% | 1.32% | 90 | +43,367 | 5.21% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 861,000 | 83,628 | 0.13% | 0.0% | 91 | +856,500 | 19033.33% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 847,346 | 82,302 | 2.56% | 2.27% | 92 | +75,642 | 9.8% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 834,090 | 81,017 | 0.62% | 0.65% | 93 | -61,233 | -6.84% | Q1 2026 | May 14, 2026 |
| Volterra Technologies LP | History | Added to | 811,393 | 78,810 | 9.58% | 2.57% | 94 | +546,393 | 206.19% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 788,080 | 76,546 | 12.26% | 14.35% | 95 | -572 | -0.07% | Q1 2026 | May 06, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 778,595 | 75,624 | 0.14% | 0.14% | 96 | -57,201 | -6.84% | Q1 2026 | May 13, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 774,000 | 75,178 | 0.2% | 0.02% | 97 | +650,000 | 524.19% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 757,575 | 73,583 | 1.59% | 1.59% | 98 | +54,785 | 7.8% | Q1 2026 | May 04, 2026 |
| Walleye Trading LLC | History | Added to | 750,342 | 72,880 | 0.12% | 0.04% | 99 | +482,942 | 180.61% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 698,183 | 71,397 | 1.24% | 1.26% | 100 | -27,616 | -3.8% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 731,453 | 71,046 | 0.18% | 0.16% | 101 | +4,734 | 0.65% | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 728,784 | 70,786 | 0.02% | 0.02% | 102 | +5,455 | 0.75% | Q1 2026 | May 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 724,150 | 70,337 | 1.14% | 0.58% | 103 | +430,418 | 146.53% | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 716,372 | 69,581 | 0.3% | 0.28% | 104 | +28,098 | 4.08% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 691,834 | 67,397 | 0.14% | 0.15% | 105 | -422,223 | -37.9% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 683,769 | 66,414 | 0.36% | 0.33% | 106 | +45,881 | 7.19% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 683,676 | 66,405 | 1.07% | 1.11% | 107 | +856 | 0.13% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 664,234 | 64,517 | 0.18% | 0.18% | 108 | -114,692 | -14.72% | Q1 2026 | May 04, 2026 |
| Destination Wealth Management | History | Added to | 657,616 | 63,874 | 1.66% | 1.05% | 109 | +238,831 | 57.03% | Q1 2026 | May 15, 2026 |
| Miller Investment Management, LP | History | Reduced | 652,026 | 63,331 | 6.29% | 6.71% | 110 | -63,936 | -8.93% | Q1 2026 | May 08, 2026 |
| DeepCurrents Investment Group LLC | History | New | 56,014 | 63,270 | 2.03% | — | 111 | +56,014 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 642,634 | 62,419 | 0.33% | 0.31% | 112 | +186,298 | 40.82% | Q1 2026 | May 15, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 638,210 | 61,989 | 2.4% | 2.48% | 113 | +15,674 | 2.52% | Q1 2026 | May 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 630,785 | 61,268 | 3.94% | 3.67% | 114 | +24,817 | 4.1% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 615,396 | 59,773 | 0.02% | 0.02% | 115 | +1,703 | 0.28% | Q1 2026 | May 06, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 609,439 | 59,194 | 1.41% | 1.42% | 116 | -54,174 | -8.16% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Added to | 608,166 | 59,071 | 2.47% | 2.53% | 117 | +19,373 | 3.29% | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 607,222 | 58,979 | 1.61% | 1.4% | 118 | +39,164 | 6.89% | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 605,879 | 58,849 | 2.39% | 2.18% | 119 | -36,758 | -5.72% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 597,557 | 58,040 | 0.65% | 0.49% | 120 | +152,089 | 34.14% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 593,527 | 57,649 | 1.37% | 1.2% | 121 | +62,079 | 11.68% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 581,266 | 56,458 | 1.17% | 1.13% | 122 | +29,104 | 5.27% | Q1 2026 | Apr 27, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 583,389 | 55,696 | 0.03% | 0.02% | 123 | +219,400 | 60.28% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 587,845 | 55,589 | 0.64% | 0.7% | 124 | -15,936 | -2.64% | Q1 2026 | May 08, 2026 |
| Accredited Investors Inc. | History | Reduced | 572,146 | 55,572 | 2.99% | 3.09% | 125 | -34,416 | -5.67% | Q1 2026 | Apr 30, 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC | History | Reduced | 570,661 | 55,428 | 25.01% | 26.68% | 126 | -74,292 | -11.52% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 565,295 | 54,907 | 0.14% | 0.18% | 127 | -140,051 | -19.86% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 564,030 | 54,784 | 0.09% | 0.08% | 128 | +45,040 | 8.68% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 555,447 | 53,950 | 0.57% | 0.6% | 129 | -32,286 | -5.49% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 555,277 | 53,934 | 0.42% | 0.42% | 130 | +7,701 | 1.41% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 548,940 | 53,318 | 0.43% | 0.43% | 131 | +6,278 | 1.16% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 553,266 | 53,130 | 1.66% | 1.66% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 546,266 | 53,058 | 0.03% | 0.03% | 133 | -7,900 | -1.43% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 533,450 | 51,814 | 0.62% | 0.6% | 134 | -6,895 | -1.28% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 527,893 | 51,274 | 0.06% | 0.2% | 135 | -1,075,246 | -67.07% | Q1 2026 | Apr 16, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 522,865 | 50,785 | 6.64% | 6.23% | 136 | -242 | -0.05% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 516,567 | 50,174 | 0.24% | 0.3% | 137 | -37,888 | -6.83% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 515,417 | 50,062 | 0.6% | 0.59% | 138 | -32,034 | -5.85% | Q1 2026 | May 13, 2026 |
| BTC Capital Management, Inc. | History | Added to | 512,370 | 49,782 | 3.37% | 3.33% | 139 | +15,592 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 511,505 | 49,682 | 0.45% | 0.63% | 140 | -11,681 | -2.23% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Reduced | 511,239 | 49,656 | 0.61% | 0.63% | 141 | -3,817 | -0.74% | Q1 2026 | May 12, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 509,707 | 49,507 | 0.29% | 0.08% | 142 | +358,784 | 237.73% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 512,464 | 49,211 | 0.02% | 0.04% | 143 | -833,206 | -61.92% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Reduced | 505,139 | 49,064 | 0.17% | 0.16% | 144 | -10,232 | -1.99% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 504,000 | 48,953 | 0.25% | 0.1% | 145 | +287,700 | 133.01% | Q1 2026 | May 14, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | New | 503,627 | 48,917 | 5.76% | — | 146 | +503,627 | New | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 517,259 | 48,776 | 1.51% | 1.45% | 147 | +8,001 | 1.57% | Q1 2026 | May 11, 2026 |
| 1ST SOURCE BANK | History | Added to | 501,245 | 48,685 | 2.51% | 2.34% | 148 | +36,095 | 7.76% | Q1 2026 | May 04, 2026 |
| WIT, LLC | History | No change | 491,177 | 47,708 | 0.9% | 0.95% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFG Advisors, LLC | History | Added to | 489,271 | 47,522 | 7.78% | 7.69% | 150 | +8,113 | 1.69% | Q1 2026 | Apr 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 488,440 | 47,442 | 2.89% | 2.9% | 151 | -1,666 | -0.34% | Q1 2026 | May 14, 2026 |
| Arvin Capital Management LP | History | New | 480,000 | 46,622 | 5.69% | — | 152 | +480,000 | New | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 473,456 | 45,986 | 0.64% | 0.6% | 153 | +5,882 | 1.26% | Q1 2026 | May 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 464,659 | 45,820 | 0.08% | 0.08% | 154 | -37,829 | -7.53% | Q1 2026 | May 05, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 467,080 | 45,368 | 0.09% | 0.12% | 155 | -136,338 | -22.59% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 459,150 | 44,597 | 0.16% | 0.15% | 156 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HT Partners LLC | History | Reduced | 450,488 | 43,755 | 13.25% | 13.0% | 157 | -4,938 | -1.08% | Q1 2026 | Apr 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 443,524 | 43,079 | 0.2% | 0.12% | 158 | +18,455 | 4.34% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 425,162 | 41,295 | 0.41% | 0.38% | 159 | -2,449 | -0.57% | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 424,110 | 41,061 | 0.12% | 0.09% | 160 | +92,843 | 28.03% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 422,551 | 41,042 | 5.1% | 5.08% | 161 | -47,826 | -10.17% | Q1 2026 | May 14, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 420,175 | 40,807 | 0.26% | 0.29% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 419,173 | 40,332 | 0.08% | 0.08% | 163 | -51,019 | -10.85% | Q1 2026 | May 01, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 413,831 | 40,195 | 6.05% | 5.84% | 164 | -8,973 | -2.12% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 409,966 | 39,820 | 0.22% | 0.22% | 165 | +11,477 | 2.88% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 414,698 | 39,056 | 0.06% | 0.0% | 166 | +382,661 | 1194.43% | Q1 2026 | May 15, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 401,835 | 39,030 | 7.52% | 7.51% | 167 | +13,745 | 3.54% | Q1 2026 | May 07, 2026 |
| First Pacific Financial | History | Added to | 401,684 | 39,015 | 5.02% | 3.76% | 168 | +101,936 | 34.01% | Q1 2026 | Apr 23, 2026 |
| Coastline Trust Co | History | Added to | 397,592 | 38,618 | 3.83% | 3.37% | 169 | +24,349 | 6.52% | Q1 2026 | Apr 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 394,363 | 38,304 | 2.66% | 2.49% | 170 | +15,794 | 4.17% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 392,402 | 38,114 | 0.53% | 0.53% | 171 | -2,034 | -0.52% | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | No change | 385,275 | 37,421 | 3.11% | 3.06% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 387,824 | 37,242 | 2.24% | 2.24% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 381,980 | 37,101 | 0.4% | 0.45% | 174 | -32,977 | -7.95% | Q1 2026 | Apr 20, 2026 |
| Curi Capital, LLC | History | Added to | 380,408 | 36,949 | 0.66% | 0.61% | 175 | +11,770 | 3.19% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 377,400 | 36,656 | 0.05% | 0.03% | 176 | +133,409 | 54.68% | Q1 2026 | May 15, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 373,704 | 36,297 | 20.41% | 19.2% | 177 | +12,630 | 3.5% | Q1 2026 | Apr 27, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 370,610 | 35,997 | 8.44% | 8.11% | 178 | +5,199 | 1.42% | Q1 2026 | May 08, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 370,432 | 35,980 | 5.72% | 5.3% | 179 | +35,535 | 10.61% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 367,781 | 35,722 | 0.14% | 0.1% | 180 | +113,516 | 44.64% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 366,270 | 35,575 | 0.27% | 0.27% | 181 | -9,245 | -2.46% | Q1 2026 | May 12, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 358,309 | 34,802 | 4.81% | 4.69% | 182 | +8,546 | 2.44% | Q1 2026 | Apr 21, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 354,980 | 34,479 | 0.3% | 0.29% | 183 | +42,830 | 13.72% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 353,753 | 34,360 | 0.47% | 0.54% | 184 | -35,873 | -9.21% | Q1 2026 | Apr 08, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 352,400 | 34,228 | 1.73% | 1.82% | 185 | -19,465 | -5.23% | Q1 2026 | May 04, 2026 |
| Verition Fund Management LLC | History | New | 352,372 | 34,225 | 0.22% | — | 186 | +352,372 | New | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 343,233 | 33,338 | 1.79% | 1.45% | 187 | -5,091 | -1.46% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 327,293 | 31,790 | 0.69% | 0.67% | 188 | -10,741 | -3.18% | Q1 2026 | May 15, 2026 |
| Brewster Financial Planning LLC | History | Added to | 327,140 | 31,775 | 19.22% | 19.01% | 189 | +5,010 | 1.56% | Q1 2026 | May 04, 2026 |
| Painted Porch Advisors LLC | History | Reduced | 327,117 | 31,772 | 15.16% | 22.87% | 190 | -264,979 | -44.75% | Q1 2026 | May 14, 2026 |
| Retirement Systems of Alabama | History | No change | 325,864 | 31,651 | 0.11% | 0.1% | 191 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 325,451 | 31,611 | 5.57% | 5.48% | 192 | +14,175 | 4.55% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 325,479 | 31,610 | 0.1% | 0.09% | 193 | -2,186 | -0.67% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 319,388 | 31,022 | 0.37% | 0.97% | 194 | -501,946 | -61.11% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 318,696 | 30,954 | 0.01% | 0.02% | 195 | +4,046 | 1.29% | Q1 2026 | May 15, 2026 |
| Oasis Advisors, LLC | History | New | 5,970,460 | 30,422 | 5.98% | — | 196 | +5,970,460 | New | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 306,508 | 29,770 | 0.19% | 0.17% | 197 | +30,877 | 11.2% | Q1 2026 | Apr 27, 2026 |
| Verger Capital Management LLC | History | No change | 306,248 | 29,745 | 8.77% | 8.71% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 304,801 | 29,605 | 0.66% | 0.65% | 199 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 301,296 | 29,264 | 1.16% | 1.04% | 200 | +19,547 | 6.94% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 298,779 | 29,020 | 0.22% | 0.22% | 201 | +16,757 | 5.94% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 297,885 | 28,933 | 1.62% | 1.58% | 202 | +5,685 | 1.95% | Q1 2026 | Apr 23, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 297,759 | 28,921 | 0.41% | 0.53% | 203 | -19,567 | -6.17% | Q1 2026 | May 12, 2026 |
| Allie Family Office LLC | History | Added to | 296,575 | 28,806 | 12.61% | 12.31% | 204 | +22,118 | 8.06% | Q1 2026 | May 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 292,556 | 28,415 | 8.09% | 7.65% | 205 | +14,657 | 5.27% | Q1 2026 | Apr 30, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 287,731 | 27,947 | 3.64% | 3.66% | 206 | -2,131 | -0.74% | Q1 2026 | Apr 28, 2026 |
| Stairway Partners, LLC | History | Reduced | 287,573 | 27,931 | 1.45% | 1.43% | 207 | -300 | -0.1% | Q1 2026 | Apr 02, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 286,597 | 27,837 | 2.01% | 1.55% | 208 | +274,661 | 2301.11% | Q1 2026 | May 21, 2026 |
| Greenfield FTC, Inc. | History | No change | 286,330 | 27,811 | 5.3% | 3.62% | 209 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 71 West Capital Partners | History | Added to | 283,481 | 27,534 | 1.21% | 1.08% | 210 | +39,646 | 16.26% | Q1 2026 | May 06, 2026 |
| Latigo Investments, LLC | History | No change | 278,590 | 27,059 | 13.48% | 13.16% | 211 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 277,678 | 26,970 | 0.02% | 0.02% | 212 | +48,862 | 21.35% | Q1 2026 | May 15, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 277,345 | 26,938 | 1.6% | 1.06% | 213 | +85,138 | 44.29% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 275,517 | 26,758 | 0.13% | 0.13% | 214 | +6,845 | 2.55% | Q1 2026 | May 15, 2026 |
| Capula Management Ltd | History | New | 275,230 | 26,733 | 0.19% | — | 215 | +275,230 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 274,578 | 26,669 | 0.3% | 0.33% | 216 | -1,663 | -0.6% | Q1 2026 | Apr 23, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 274,240 | 26,636 | 2.21% | 2.49% | 217 | -8,585 | -3.04% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 272,971 | 26,513 | 0.16% | 0.17% | 218 | -7,633 | -2.72% | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 271,209 | 26,342 | 0.33% | 0.29% | 219 | +32,537 | 13.63% | Q1 2026 | Apr 28, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 272,879 | 26,204 | 2.38% | 2.46% | 220 | +23,258 | 9.32% | Q1 2026 | Apr 09, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 266,554 | 25,890 | 0.13% | 0.14% | 221 | -10,403 | -3.76% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Added to | 265,465 | 25,784 | 8.38% | 8.01% | 222 | +13,760 | 5.47% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 263,344 | 25,578 | 0.14% | 0.1% | 223 | +63,981 | 32.09% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 263,252 | 25,569 | 0.18% | 0.17% | 224 | +11,114 | 4.41% | Q1 2026 | May 15, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 259,409 | 25,196 | 13.66% | 14.18% | 225 | -2,499 | -0.95% | Q1 2026 | Apr 27, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 257,175 | 24,979 | 2.59% | 2.67% | 226 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Management, Inc. | History | Added to | 254,679 | 24,736 | 3.94% | 3.87% | 227 | +7,845 | 3.18% | Q1 2026 | Apr 16, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 252,096 | 24,489 | 1.88% | 2.48% | 228 | -64,373 | -20.34% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 250,840 | 24,364 | 0.21% | 0.18% | 229 | -8,708 | -3.36% | Q1 2026 | May 13, 2026 |
| Prosperity Planning, Inc. | History | Added to | 249,670 | 24,250 | 6.14% | 6.06% | 230 | +8,305 | 3.44% | Q1 2026 | Apr 10, 2026 |
| Napier Financial, LLC | History | Added to | 249,668 | 24,250 | 5.56% | 5.95% | 231 | +1,586 | 0.64% | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 249,625 | 24,246 | 1.41% | 1.44% | 232 | -3,091 | -1.22% | Q1 2026 | Apr 30, 2026 |
| Fluent Financial, LLC | History | Added to | 232,829 | 23,937 | 8.76% | 8.24% | 233 | +7,790 | 3.46% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 245,840 | 23,878 | 0.55% | 0.5% | 234 | +34,434 | 16.29% | Q1 2026 | May 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 241,410 | 23,448 | 0.35% | 0.34% | 235 | +233 | 0.1% | Q1 2026 | May 05, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 240,523 | 23,361 | 2.73% | 2.49% | 236 | -37 | -0.02% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 239,853 | 23,296 | 0.36% | 0.39% | 237 | +6,254 | 2.68% | Q1 2026 | May 04, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 237,322 | 23,051 | 0.97% | 0.85% | 238 | -2,797 | -1.16% | Q1 2026 | Apr 28, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 237,040 | 23,023 | 1.07% | 0.88% | 239 | +30,865 | 14.97% | Q1 2026 | May 12, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 235,056 | 22,830 | 10.18% | 8.23% | 240 | +6,741 | 2.95% | Q1 2026 | May 06, 2026 |
| Portland Global Advisors LLC | History | Reduced | 233,458 | 22,675 | 2.42% | 2.46% | 241 | -5,540 | -2.32% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 229,843 | 22,324 | 0.11% | 0.12% | 242 | +5,082 | 2.26% | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | New | 229,424 | 22,283 | 0.31% | — | 243 | +229,424 | New | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 228,021 | 22,147 | 0.4% | 0.4% | 244 | +1,374 | 0.61% | Q1 2026 | May 07, 2026 |
| National Philanthropic Trust | History | Added to | 225,293 | 21,882 | 0.23% | 0.19% | 245 | +22,522 | 11.11% | Q1 2026 | May 15, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 225,137 | 21,867 | 10.99% | 11.0% | 246 | +1,929 | 0.86% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 224,382 | 21,794 | 0.27% | 0.29% | 247 | +14,996 | 7.16% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Added to | 219,048 | 21,276 | 0.27% | 0.26% | 248 | +468 | 0.21% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 216,731 | 21,051 | 0.25% | 0.24% | 249 | +635 | 0.29% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 442,789 | 20,858 | 0.13% | 0.26% | 250 | +45,402 | 11.43% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Added to | 214,639 | 20,847 | 1.98% | 1.29% | 251 | +66,746 | 45.13% | Q1 2026 | May 19, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 211,726 | 20,668 | 1.85% | 1.91% | 252 | -15,440 | -6.8% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Reduced | 212,406 | 20,630 | 2.45% | 3.86% | 253 | -155,016 | -42.19% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 211,711 | 20,563 | 0.1% | 0.09% | 254 | +7,478 | 3.66% | Q1 2026 | Apr 24, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 210,197 | 20,416 | 4.55% | 4.67% | 255 | -6,421 | -2.96% | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 206,100 | 20,018 | 0.53% | 0.13% | 256 | +164,358 | 393.75% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 203,642 | 19,779 | 0.89% | 0.77% | 257 | +22,995 | 12.73% | Q1 2026 | Apr 21, 2026 |
| Jump Financial, LLC | History | Added to | 200,451 | 19,469 | 0.26% | 0.03% | 258 | +171,530 | 593.1% | Q1 2026 | May 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 200,000 | 19,426 | 0.14% | — | 259 | +200,000 | New | Q1 2026 | May 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 198,969 | 19,325 | 4.31% | 3.37% | 260 | +48,499 | 32.23% | Q1 2026 | Apr 22, 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | History | No change | 198,844 | 19,313 | 1.92% | 1.89% | 261 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 198,053 | 19,236 | 1.93% | 2.01% | 262 | -11,156 | -5.33% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 197,726 | 19,205 | 0.13% | 0.01% | 263 | +186,354 | 1638.71% | Q1 2026 | May 07, 2026 |
| Aries Wealth Management | History | Added to | 196,663 | 19,101 | 4.2% | 3.76% | 264 | +19,999 | 11.32% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | New | 193,408 | 18,785 | 0.0% | — | 265 | +193,408 | New | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 193,282 | 18,773 | 0.22% | 0.12% | 266 | +85,795 | 79.82% | Q1 2026 | Apr 24, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 192,930 | 18,739 | 3.27% | 3.25% | 267 | +286 | 0.15% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 191,586 | 18,608 | 0.05% | 0.05% | 268 | +6,267 | 3.38% | Q1 2026 | May 14, 2026 |
| EQ LLC | History | Added to | 190,917 | 18,543 | 5.22% | 3.86% | 269 | +51,452 | 36.89% | Q1 2026 | May 06, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 189,533 | 18,409 | 0.08% | 0.07% | 270 | +6,131 | 3.34% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 188,648 | 18,323 | 0.01% | 0.01% | 271 | +69,878 | 58.83% | Q1 2026 | May 14, 2026 |
| Constellation Investments, Inc. | History | No change | 188,431 | 18,302 | 0.61% | 0.56% | 272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 188,310 | 18,290 | 0.62% | 0.63% | 273 | +1,261 | 0.67% | Q1 2026 | Apr 17, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 187,780 | 18,239 | 0.56% | 0.45% | 274 | +45,009 | 31.53% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 185,618 | 18,029 | 0.26% | 0.27% | 275 | +12,777 | 7.39% | Q1 2026 | May 11, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 185,218 | 17,990 | 2.18% | 2.13% | 276 | -6,347 | -3.31% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 184,378 | 17,909 | 0.27% | 0.25% | 277 | +9,980 | 5.72% | Q1 2026 | May 01, 2026 |
| Nuveen, LLC | History | Added to | 183,857 | 17,858 | 0.0% | 0.0% | 278 | +29,819 | 19.36% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 177,019 | 17,825 | 0.23% | 0.22% | 279 | +2,247 | 1.29% | Q1 2026 | May 06, 2026 |
| Lepercq De Neuflize Asset Management LLC | History | Reduced | 183,230 | 17,797 | 12.9% | 25.59% | 280 | -282,770 | -60.68% | Q1 2026 | May 12, 2026 |
| Hilltop National Bank | History | Added to | 183,136 | 17,788 | 4.23% | 3.8% | 281 | +19,275 | 11.76% | Q1 2026 | Apr 02, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 181,547 | 17,633 | 1.54% | 1.72% | 282 | -12,801 | -6.59% | Q1 2026 | Apr 07, 2026 |
| Calamos Wealth Management LLC | History | Added to | 181,127 | 17,592 | 0.61% | 0.55% | 283 | +15,746 | 9.52% | Q1 2026 | May 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 180,615 | 17,539 | 0.02% | 0.02% | 284 | +36,236 | 25.1% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 185,393 | 17,445 | 1.27% | 1.23% | 285 | +12,100 | 6.98% | Q1 2026 | May 05, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 179,232 | 17,408 | 0.27% | 0.25% | 286 | -1,269 | -0.7% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 175,958 | 17,090 | 0.27% | 0.19% | 287 | +42,993 | 32.33% | Q1 2026 | May 15, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 175,562 | 17,052 | 13.84% | 13.77% | 288 | +1,178 | 0.68% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 173,691 | 16,870 | 1.2% | 1.21% | 289 | -767 | -0.44% | Q1 2026 | Apr 28, 2026 |
| Ted Buchan & Co | History | Reduced | 172,884 | 16,792 | 6.1% | 6.11% | 290 | -533 | -0.31% | Q1 2026 | May 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 172,843 | 16,788 | 1.31% | 0.4% | 291 | +119,142 | 221.86% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 174,013 | 16,710 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 171,903 | 16,678 | 5.74% | 5.54% | 293 | +3,126 | 1.85% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 171,622 | 16,669 | 0.07% | 0.07% | 294 | -2,199 | -1.27% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 171,559 | 16,663 | 0.39% | 0.36% | 295 | +18,231 | 11.89% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 171,130 | 16,621 | 0.76% | 0.59% | 296 | +34,614 | 25.36% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | Added to | 169,471 | 16,460 | 0.16% | 0.16% | 297 | +4,638 | 2.81% | Q1 2026 | Apr 13, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 168,702 | 16,386 | 1.47% | — | 298 | +168,702 | New | Q1 2026 | Apr 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 170,529 | 16,375 | 1.47% | 1.47% | 299 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 164,072 | 16,159 | 0.18% | 0.18% | 300 | -635 | -0.39% | Q1 2026 | Apr 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 164,531 | 15,980 | 0.86% | 0.83% | 301 | +6,673 | 4.23% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 163,831 | 15,912 | 0.33% | 0.33% | 302 | +10,699 | 6.99% | Q1 2026 | Apr 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 163,800 | 15,909 | 0.03% | 0.02% | 303 | +8,000 | 5.13% | Q1 2026 | May 11, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 163,767 | 15,907 | 0.23% | 0.22% | 304 | -12,227 | -6.95% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | Added to | 163,097 | 15,841 | 0.69% | 0.75% | 305 | +22,115 | 15.69% | Q1 2026 | May 11, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Reduced | 163,040 | 15,836 | 2.69% | 2.17% | 306 | -5,836 | -3.46% | Q1 2026 | Apr 22, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 163,047 | 15,836 | 6.14% | 6.12% | 307 | +358 | 0.22% | Q1 2026 | Apr 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 164,497 | 15,796 | 1.15% | 1.15% | 308 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Corundum Group, Inc. | History | Added to | 162,461 | 15,779 | 5.27% | 5.01% | 309 | +6,943 | 4.46% | Q1 2026 | Apr 20, 2026 |
| Hills Bank & Trust Co | History | Added to | 161,982 | 15,733 | 0.76% | 0.9% | 310 | +1,442 | 0.9% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 160,317 | 15,571 | 1.19% | 1.13% | 311 | +2,576 | 1.63% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 159,967 | 15,537 | 0.75% | 0.34% | 312 | +86,777 | 118.56% | Q1 2026 | May 04, 2026 |
| ANB BANK | History | Added to | 159,795 | 15,520 | 6.28% | 5.95% | 313 | +3,672 | 2.35% | Q1 2026 | May 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 159,568 | 15,498 | 0.16% | 0.16% | 314 | +14,340 | 9.87% | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | Added to | 158,981 | 15,441 | 0.22% | 0.2% | 315 | +1,241 | 0.79% | Q1 2026 | May 11, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 160,433 | 15,406 | 4.51% | 4.51% | 316 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 155,811 | 15,133 | 2.58% | 2.52% | 317 | +2,906 | 1.9% | Q1 2026 | May 13, 2026 |
| Emerald Investment Advisers, LLC | History | New | 154,263 | 14,983 | 1.35% | — | 318 | +154,263 | New | Q1 2026 | May 11, 2026 |
| TCTC Holdings, LLC | History | Added to | 153,750 | 14,933 | 0.42% | 0.42% | 319 | +7,791 | 5.34% | Q1 2026 | May 07, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 153,000 | 14,860 | 0.02% | 0.02% | 320 | +2,000 | 1.32% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 151,624 | 14,727 | 0.56% | 0.65% | 321 | -34,638 | -18.6% | Q1 2026 | May 11, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 151,215 | 14,687 | 10.15% | 8.32% | 322 | +19,500 | 14.8% | Q1 2026 | Apr 28, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 150,321 | 14,600 | 0.75% | 0.66% | 323 | +9,531 | 6.77% | Q1 2026 | Apr 29, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 155,888 | 14,496 | 0.03% | 0.02% | 324 | +77,944 | 100.0% | Q1 2026 | May 12, 2026 |
| HMS Capital Management, LLC | History | Reduced | 149,200 | 14,491 | 5.61% | 7.62% | 325 | -42,520 | -22.18% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 146,409 | 14,419 | 0.3% | 0.3% | 326 | -464 | -0.32% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 148,100 | 14,384 | 2.47% | 3.23% | 327 | +4,008 | 2.78% | Q1 2026 | Apr 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 147,775 | 14,353 | 0.45% | 0.22% | 328 | +86,247 | 140.18% | Q1 2026 | May 07, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 147,714 | 14,347 | 3.17% | 4.5% | 329 | -59,489 | -28.71% | Q1 2026 | Apr 21, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 147,640 | 14,340 | 2.01% | 1.59% | 330 | +29,653 | 25.13% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 146,424 | 14,222 | 0.16% | 0.15% | 331 | +1,429 | 0.99% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 146,203 | 14,200 | 0.26% | 0.25% | 332 | +1,751 | 1.21% | Q1 2026 | Apr 10, 2026 |
| Diversified Trust Co | History | Reduced | 145,992 | 14,180 | 0.26% | 0.26% | 333 | -2,800 | -1.88% | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 145,421 | 14,124 | 0.43% | 0.54% | 334 | -7,956 | -5.19% | Q1 2026 | May 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 144,941 | 14,078 | 2.99% | 3.21% | 335 | -2,493 | -1.69% | Q1 2026 | Apr 09, 2026 |
| RVW Wealth, LLC | History | Reduced | 142,111 | 13,803 | 1.08% | 1.05% | 336 | -659 | -0.46% | Q1 2026 | Apr 08, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Added to | 141,875 | 13,780 | 1.0% | 0.84% | 337 | +16,524 | 13.18% | Q1 2026 | Apr 08, 2026 |
| Brickley Wealth Management | History | Reduced | 140,863 | 13,682 | 2.35% | 2.29% | 338 | -529 | -0.37% | Q1 2026 | May 04, 2026 |
| LWM ADVISORS INC | History | Reduced | 140,670 | 13,663 | 11.85% | 12.02% | 339 | -1,699 | -1.19% | Q1 2026 | Apr 10, 2026 |
| WESBANCO BANK INC | History | Added to | 139,303 | 13,530 | 0.37% | 0.35% | 340 | +7,083 | 5.36% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 139,233 | 13,523 | 0.18% | 0.17% | 341 | +13,136 | 10.42% | Q1 2026 | May 15, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 139,167 | 13,517 | 2.79% | 2.82% | 342 | -25 | -0.02% | Q1 2026 | Apr 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 138,232 | 13,426 | 0.96% | 0.88% | 343 | +12,772 | 10.18% | Q1 2026 | May 06, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 138,089 | 13,412 | 7.97% | 9.09% | 344 | -29,273 | -17.49% | Q1 2026 | Apr 29, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 137,745 | 13,379 | 0.48% | 0.47% | 345 | +3,889 | 2.91% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 137,069 | 13,313 | 0.84% | — | 346 | +137,069 | New | Q1 2026 | May 08, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 136,729 | 13,280 | 6.28% | 6.1% | 347 | +5,415 | 4.12% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 135,795 | 13,189 | 0.04% | 0.03% | 348 | +46,750 | 52.5% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 135,645 | 13,175 | 0.3% | 0.3% | 349 | +754 | 0.56% | Q1 2026 | May 12, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 135,426 | 13,153 | 0.55% | 0.51% | 350 | -392 | -0.29% | Q1 2026 | Apr 13, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 134,321 | 13,046 | 0.96% | 0.26% | 351 | +96,339 | 253.64% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 135,292 | 12,992 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 133,679 | 12,984 | 4.04% | 4.69% | 353 | -23,688 | -15.05% | Q1 2026 | May 01, 2026 |
| Harvest Investment Advisors, LLC | History | No change | 135,012 | 12,965 | 7.35% | 7.35% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LGL PARTNERS, LLC | History | Added to | 129,297 | 12,558 | 5.17% | 4.98% | 355 | +7,701 | 6.33% | Q1 2026 | May 14, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 128,810 | 12,511 | 2.21% | 2.11% | 356 | +3,446 | 2.75% | Q1 2026 | Apr 17, 2026 |
| Independence Bank of Kentucky | History | Added to | 128,670 | 12,497 | 1.58% | 1.46% | 357 | +6,244 | 5.1% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Reduced | 128,374 | 12,468 | 0.43% | 0.43% | 358 | -4,677 | -3.52% | Q1 2026 | Apr 22, 2026 |
| OFS Enterprise LLC | History | New | 128,251 | 12,457 | 3.66% | — | 359 | +128,251 | New | Q1 2026 | Apr 09, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 128,249 | 12,456 | 0.13% | 0.08% | 360 | +61,123 | 91.06% | Q1 2026 | May 12, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 127,987 | 12,431 | 3.21% | 2.35% | 361 | +30,643 | 31.48% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 127,762 | 12,409 | 0.64% | 0.57% | 362 | +16,383 | 14.71% | Q1 2026 | Apr 17, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 127,084 | 12,343 | 2.46% | 2.53% | 363 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gray Private Wealth, LLC | History | Added to | 126,952 | 12,330 | 6.2% | 5.79% | 364 | +3,435 | 2.78% | Q1 2026 | May 06, 2026 |
| SNS Financial Group, LLC | History | Reduced | 126,156 | 12,253 | 1.06% | 1.08% | 365 | -4,221 | -3.24% | Q1 2026 | Apr 14, 2026 |
| STRS OHIO | History | Reduced | 125,958 | 12,234 | 0.05% | 0.06% | 366 | -28,279 | -18.33% | Q1 2026 | Apr 24, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 125,547 | 12,194 | 5.08% | 4.9% | 367 | +4,195 | 3.46% | Q1 2026 | May 15, 2026 |
| Oldfather Financial Services, LLC | History | No change | 126,608 | 12,158 | 3.62% | 3.62% | 368 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| St. Louis Trust Co | History | No change | 125,157 | 12,156 | 1.42% | 1.38% | 369 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 124,326 | 12,076 | 0.09% | 0.11% | 370 | -5,320 | -4.1% | Q1 2026 | Apr 07, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 124,058 | 12,049 | 2.83% | 2.73% | 371 | -635 | -0.51% | Q1 2026 | Apr 16, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Reduced | 117,637 | 12,021 | 8.11% | 8.02% | 372 | -2,678 | -2.23% | Q1 2026 | Apr 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 121,668 | 11,988 | 0.04% | 0.03% | 373 | +75,359 | 162.73% | Q1 2026 | May 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 122,767 | 11,924 | 2.39% | 2.43% | 374 | +2,008 | 1.66% | Q1 2026 | Apr 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 122,662 | 11,914 | 0.24% | 0.24% | 375 | +297 | 0.24% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 122,575 | 11,905 | 0.23% | 0.23% | 376 | +257 | 0.21% | Q1 2026 | Apr 14, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 121,727 | 11,823 | 10.84% | 10.34% | 377 | +6,899 | 6.01% | Q1 2026 | May 05, 2026 |
| NEPC LLC | History | Added to | 121,382 | 11,789 | 0.23% | 0.25% | 378 | +203 | 0.17% | Q1 2026 | May 15, 2026 |
| American Alpha Advisors, LLC | History | Added to | 119,645 | 11,621 | 6.18% | 6.74% | 379 | +857 | 0.72% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 119,018 | 11,560 | 0.14% | 0.15% | 380 | -941 | -0.78% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 119,323 | 11,552 | 0.07% | 0.07% | 381 | +819 | 0.69% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 118,559 | 11,515 | 0.19% | 0.19% | 382 | -2,085 | -1.73% | Q1 2026 | May 05, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Added to | 117,793 | 11,441 | 5.85% | 5.5% | 383 | +3,621 | 3.17% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 116,408 | 11,306 | 0.02% | 0.02% | 384 | +6,774 | 6.18% | Q1 2026 | May 15, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 116,347 | 11,300 | 3.44% | 3.39% | 385 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Canton Hathaway, LLC | History | No change | 115,649 | 11,232 | 2.27% | 2.14% | 386 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 115,361 | 11,205 | 0.34% | 0.36% | 387 | -10,263 | -8.17% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Added to | 114,400 | 11,113 | 0.0% | 0.0% | 388 | +59,250 | 107.43% | Q1 2026 | May 08, 2026 |
| Mechanics Financial Corp | History | Reduced | 114,352 | 11,107 | 4.65% | 4.11% | 389 | -1,645 | -1.42% | Q1 2026 | May 06, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 113,732 | 11,047 | 0.34% | 0.32% | 390 | +925 | 0.82% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 112,924 | 10,968 | 0.18% | 0.2% | 391 | +3,296 | 3.01% | Q1 2026 | May 18, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 112,684 | 10,944 | 1.17% | 1.17% | 392 | +255 | 0.23% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 111,972 | 10,875 | 0.0% | 0.0% | 393 | +85,735 | 326.77% | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 111,418 | 10,822 | 0.37% | 0.35% | 394 | -695 | -0.62% | Q1 2026 | Apr 06, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 111,223 | 10,803 | 0.12% | 0.1% | 395 | -1,800 | -1.59% | Q1 2026 | Apr 13, 2026 |
| Simmons Bank | History | Reduced | 110,845 | 10,766 | 0.72% | 0.73% | 396 | -2,073 | -1.84% | Q1 2026 | Apr 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 110,484 | 10,731 | 0.01% | — | 397 | +110,484 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 109,916 | 10,678 | 0.04% | 0.04% | 398 | +9,934 | 9.94% | Q1 2026 | May 13, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 109,552 | 10,640 | 4.67% | 4.49% | 399 | +2,525 | 2.36% | Q1 2026 | Apr 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 109,286 | 10,614 | 0.8% | 0.82% | 400 | +3,252 | 3.07% | Q1 2026 | Apr 30, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 109,083 | 10,595 | 5.67% | 5.98% | 401 | -6,529 | -5.65% | Q1 2026 | Apr 20, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 108,784 | 10,566 | 0.02% | — | 402 | +108,784 | New | Q1 2026 | May 14, 2026 |
| CONNING INC. | History | Reduced | 108,490 | 10,537 | 0.35% | 0.4% | 403 | -15,298 | -12.36% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | Added to | 107,621 | 10,453 | 0.27% | 0.26% | 404 | +11,649 | 12.14% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 107,267 | 10,418 | 1.15% | 0.02% | 405 | +105,053 | 4744.94% | Q1 2026 | Apr 15, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 107,174 | 10,409 | 3.2% | 3.15% | 406 | -186 | -0.17% | Q1 2026 | Apr 21, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 106,200 | 10,315 | 0.34% | 0.33% | 407 | -432 | -0.41% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 105,902 | 10,286 | 0.36% | 0.35% | 408 | -673 | -0.63% | Q1 2026 | May 15, 2026 |
| Alamar Capital Management, LLC | History | Added to | 105,306 | 10,228 | 6.25% | 5.37% | 409 | +3,959 | 3.91% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Reduced | 105,248 | 10,222 | 0.28% | 0.32% | 410 | -4,524 | -4.12% | Q1 2026 | May 12, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 104,785 | 10,177 | 4.01% | 4.05% | 411 | -118 | -0.11% | Q1 2026 | May 11, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 104,696 | 10,169 | 1.96% | 1.87% | 412 | +2,613 | 2.56% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 104,049 | 10,106 | 0.36% | 0.34% | 413 | +282 | 0.27% | Q1 2026 | Apr 24, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 103,328 | 10,036 | 0.8% | 0.75% | 414 | +199 | 0.19% | Q1 2026 | Apr 27, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 95,694 | 9,982 | 1.24% | 1.37% | 415 | -10,799 | -10.14% | Q1 2026 | Apr 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 102,375 | 9,943 | 0.23% | 0.24% | 416 | +51,425 | 100.93% | Q1 2026 | Apr 27, 2026 |
| Sincerus Advisory, LLC | History | Added to | 101,703 | 9,878 | 7.49% | 7.66% | 417 | +2,490 | 2.51% | Q1 2026 | Apr 06, 2026 |
| Citizens Business Bank | History | Reduced | 101,440 | 9,852 | 1.61% | 1.66% | 418 | -3,004 | -2.88% | Q1 2026 | May 01, 2026 |
| Parisi Gray Wealth Management | History | Added to | 101,249 | 9,834 | 2.34% | 1.37% | 419 | +38,329 | 60.92% | Q1 2026 | Apr 08, 2026 |
| Grove Bank & Trust | History | Added to | 101,183 | 9,827 | 1.11% | 1.08% | 420 | +1,305 | 1.31% | Q1 2026 | Apr 08, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 100,596 | 9,770 | 0.15% | 0.16% | 421 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 99,013 | 9,762 | 0.09% | 0.17% | 422 | -69,373 | -41.2% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | Added to | 100,462 | 9,757 | 0.12% | 0.14% | 423 | +1,844 | 1.87% | Q1 2026 | May 15, 2026 |
| Granby Capital Management, LLC | History | Reduced | 100,000 | 9,713 | 5.57% | 5.48% | 424 | -7,000 | -6.54% | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 99,309 | 9,645 | 0.27% | 0.23% | 425 | +37 | 0.04% | Q1 2026 | Apr 21, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 98,828 | 9,599 | 1.31% | 1.38% | 426 | -3,642 | -3.55% | Q1 2026 | Apr 14, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 98,593 | 9,576 | 2.26% | 1.42% | 427 | +36,187 | 57.99% | Q1 2026 | May 05, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 98,147 | 9,533 | 4.59% | 4.68% | 428 | -1,919 | -1.92% | Q1 2026 | Apr 22, 2026 |
| Procyon Advisors, LLC | History | Reduced | 97,970 | 9,515 | 0.47% | 0.47% | 429 | -2,015 | -2.02% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 97,939 | 9,512 | 0.14% | 0.15% | 430 | -1,704 | -1.71% | Q1 2026 | Apr 10, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 97,731 | 9,492 | 4.48% | 4.35% | 431 | +362 | 0.37% | Q1 2026 | Apr 13, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 97,564 | 9,476 | 0.76% | 0.79% | 432 | -2,346 | -2.35% | Q1 2026 | Apr 01, 2026 |
| Orin Green Financial, LLC | History | Reduced | 97,021 | 9,423 | 3.87% | 3.76% | 433 | -909 | -0.93% | Q1 2026 | Apr 29, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 96,467 | 9,369 | 0.99% | 1.02% | 434 | +419 | 0.44% | Q1 2026 | Apr 20, 2026 |
| Constant Guidance Financial LLC | History | New | 95,400 | 9,266 | 6.41% | — | 435 | +95,400 | New | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 90,673 | 9,245 | 0.21% | 0.21% | 436 | +5,085 | 5.94% | Q1 2026 | May 04, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 98,215 | 9,239 | 0.02% | 0.3% | 437 | -1,428,392 | -93.57% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 94,519 | 9,180 | 0.26% | 0.09% | 438 | +62,996 | 199.84% | Q1 2026 | Apr 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 94,405 | 9,169 | 0.55% | 0.56% | 439 | -1,729 | -1.8% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 93,707 | 9,101 | 0.17% | 0.17% | 440 | +266 | 0.28% | Q1 2026 | May 12, 2026 |
| Capital Advantage, Inc. | History | Reduced | 93,309 | 9,063 | 1.18% | 1.23% | 441 | -1,987 | -2.09% | Q1 2026 | Apr 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 93,130 | 9,045 | 0.25% | 0.23% | 442 | +2,891 | 3.2% | Q1 2026 | Apr 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 92,909 | 9,024 | 0.89% | 0.89% | 443 | +944 | 1.03% | Q1 2026 | Apr 27, 2026 |
| United Community Bank | History | Reduced | 92,893 | 9,022 | 3.01% | 3.51% | 444 | -3,724 | -3.85% | Q1 2026 | Apr 24, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 92,841 | 9,017 | 1.25% | 1.26% | 445 | -3,010 | -3.14% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 91,999 | 8,935 | 0.2% | 0.19% | 446 | +1,653 | 1.83% | Q1 2026 | May 13, 2026 |
| Prism Advisors, Inc. | History | Reduced | 91,865 | 8,922 | 2.38% | 2.39% | 447 | -1,656 | -1.77% | Q1 2026 | Apr 23, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 92,695 | 8,901 | 1.29% | 1.29% | 448 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 91,559 | 8,893 | 4.31% | 4.18% | 449 | -252 | -0.27% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 91,451 | 8,882 | 0.16% | 0.15% | 450 | +7,935 | 9.5% | Q1 2026 | May 11, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 91,005 | 8,839 | 1.95% | 1.9% | 451 | -634 | -0.69% | Q1 2026 | Apr 17, 2026 |
| ALLSTATE CORP | History | New | 90,528 | 8,792 | 0.09% | — | 452 | +90,528 | New | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 90,277 | 8,781 | 0.32% | 0.98% | 453 | +26,365 | 41.25% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 89,928 | 8,734 | 2.08% | 2.21% | 454 | -7,939 | -8.11% | Q1 2026 | May 08, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 89,859 | 8,728 | 1.37% | 1.44% | 455 | -7,156 | -7.38% | Q1 2026 | Apr 07, 2026 |
| HRT FINANCIAL LP | History | New | 89,824 | 8,724 | 0.02% | — | 456 | +89,824 | New | Q1 2026 | May 14, 2026 |
| URS Advisory LLC | History | Added to | 89,704 | 8,712 | 6.37% | 6.35% | 457 | +10,134 | 12.74% | Q1 2026 | Apr 23, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 89,262 | 8,670 | 4.29% | 4.26% | 458 | -232 | -0.26% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 88,915 | 8,637 | 0.14% | 0.11% | 459 | +19,076 | 27.31% | Q1 2026 | Apr 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 88,743 | 8,619 | 2.74% | 2.69% | 460 | -1,070 | -1.19% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 87,479 | 8,496 | 0.1% | 0.07% | 461 | +24,612 | 39.15% | Q1 2026 | Apr 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 87,455 | 8,494 | 0.14% | 0.14% | 462 | +2,328 | 2.73% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 87,439 | 8,492 | 0.2% | 0.22% | 463 | -5,469 | -5.89% | Q1 2026 | May 15, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 86,558 | 8,407 | 0.05% | 0.05% | 464 | +3,350 | 4.03% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Added to | 86,515 | 8,403 | 1.17% | 1.17% | 465 | +336 | 0.39% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 86,458 | 8,397 | 0.2% | 0.23% | 466 | -12,877 | -12.96% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 86,339 | 8,386 | 0.29% | 0.27% | 467 | +2,416 | 2.88% | Q1 2026 | May 07, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 86,108 | 8,363 | 3.88% | — | 468 | +86,108 | New | Q1 2026 | Apr 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 85,900 | 8,343 | 0.04% | 0.06% | 469 | -156,100 | -64.5% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 85,649 | 8,319 | 0.24% | 0.23% | 470 | +1,978 | 2.36% | Q1 2026 | May 12, 2026 |
| Weaver Capital Management LLC | History | Added to | 85,460 | 8,300 | 1.8% | 1.34% | 471 | +19,440 | 29.45% | Q1 2026 | Apr 17, 2026 |
| Crewe Advisors LLC | History | Reduced | 84,977 | 8,253 | 0.7% | 0.72% | 472 | -45 | -0.05% | Q1 2026 | May 07, 2026 |
| SIG BROKERAGE, LP | History | New | 84,600 | 8,217 | 0.22% | — | 473 | +84,600 | New | Q1 2026 | May 15, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 84,435 | 8,201 | 0.76% | 0.68% | 474 | +2,024 | 2.46% | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 84,415 | 8,199 | 1.43% | 1.43% | 475 | -123 | -0.15% | Q1 2026 | Apr 16, 2026 |
| Brio Consultants, LLC | History | Added to | 79,889 | 8,151 | 1.0% | 0.99% | 476 | +564 | 0.71% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 83,435 | 8,104 | 0.05% | 0.05% | 477 | -1,100 | -1.3% | Q1 2026 | Apr 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 82,690 | 8,029 | 0.26% | 0.38% | 478 | -39,541 | -32.35% | Q1 2026 | May 14, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 82,654 | 8,028 | 3.56% | 4.72% | 479 | -25,489 | -23.57% | Q1 2026 | Apr 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 82,282 | 7,992 | 0.38% | 0.23% | 480 | +29,083 | 54.67% | Q1 2026 | May 18, 2026 |
| CROBAN | History | Added to | 82,165 | 7,980 | 3.75% | 3.65% | 481 | +3,349 | 4.25% | Q1 2026 | May 12, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 81,846 | 7,949 | 1.38% | 1.33% | 482 | +2,478 | 3.12% | Q1 2026 | May 12, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 81,816 | 7,946 | 0.02% | 0.02% | 483 | -21,380 | -20.72% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Added to | 81,747 | 7,940 | 0.99% | 0.96% | 484 | +488 | 0.6% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 81,177 | 7,884 | 0.06% | 0.03% | 485 | +53,150 | 189.64% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 81,044 | 7,871 | 0.75% | 0.53% | 486 | +21,745 | 36.67% | Q1 2026 | Apr 17, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 81,018 | 7,869 | 0.35% | 0.31% | 487 | +2,766 | 3.53% | Q1 2026 | Apr 29, 2026 |
| First Western Trust Bank | History | Added to | 80,265 | 7,796 | 0.39% | 0.32% | 488 | +11,454 | 16.65% | Q1 2026 | May 12, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 79,663 | 7,737 | 2.73% | 2.81% | 489 | -1,027 | -1.27% | Q1 2026 | Apr 21, 2026 |
| Bolthouse Investments, LLC | History | Added to | 79,321 | 7,704 | 6.96% | 6.74% | 490 | +400 | 0.51% | Q1 2026 | Apr 28, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 79,001 | 7,673 | 0.74% | 2.28% | 491 | -213,158 | -72.96% | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 78,908 | 7,664 | 0.46% | 0.36% | 492 | +15,326 | 24.1% | Q1 2026 | May 01, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 78,811 | 7,654 | 1.1% | 1.15% | 493 | -625 | -0.79% | Q1 2026 | Apr 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 78,313 | 7,606 | 0.01% | 0.04% | 494 | -185,616 | -70.33% | Q1 2026 | May 15, 2026 |
| Resolute Advisors LLC | History | Reduced | 78,295 | 7,604 | 3.14% | 3.0% | 495 | -17,600 | -18.35% | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 77,932 | 7,569 | 0.6% | 0.56% | 496 | -100 | -0.13% | Q1 2026 | Apr 23, 2026 |
| NBT BANK N A /NY | History | Added to | 77,539 | 7,531 | 0.49% | 0.48% | 497 | +498 | 0.65% | Q1 2026 | Apr 28, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 77,525 | 7,530 | 0.15% | 0.15% | 498 | +1,708 | 2.25% | Q1 2026 | May 11, 2026 |
| First Citizens Financial Corp | History | Reduced | 76,640 | 7,444 | 3.51% | 3.76% | 499 | -2,689 | -3.39% | Q1 2026 | Apr 07, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 76,552 | 7,435 | 0.86% | 0.92% | 500 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 75,858 | 7,368 | 1.03% | 1.17% | 501 | -15,852 | -17.28% | Q1 2026 | Apr 13, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Added to | 75,656 | 7,348 | 4.97% | 4.42% | 502 | +5,100 | 7.23% | Q1 2026 | May 14, 2026 |
| LCM Capital Management Inc | History | Reduced | 75,596 | 7,342 | 3.68% | 3.53% | 503 | -535 | -0.7% | Q1 2026 | Apr 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 75,585 | 7,341 | 0.72% | 0.7% | 504 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 75,570 | 7,340 | 0.29% | 0.24% | 505 | +8,844 | 13.25% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 75,363 | 7,320 | 0.33% | 0.05% | 506 | +64,654 | 603.74% | Q1 2026 | May 12, 2026 |
| Cooke Wealth Management, LLC | History | Reduced | 75,342 | 7,317 | 6.48% | 6.72% | 507 | -2,241 | -2.89% | Q1 2026 | Apr 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 75,174 | 7,301 | 0.14% | 0.14% | 508 | -2,415 | -3.11% | Q1 2026 | May 01, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 74,874 | 7,272 | 0.15% | 0.2% | 509 | -27,559 | -26.9% | Q1 2026 | May 04, 2026 |
| Baron Financial Group, LLC | History | Reduced | 74,781 | 7,263 | 3.92% | 3.87% | 510 | -449 | -0.6% | Q1 2026 | Apr 09, 2026 |
| Chesapeake Wealth Management | History | Reduced | 74,484 | 7,234 | 2.22% | 2.16% | 511 | -1,115 | -1.47% | Q1 2026 | May 18, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 73,898 | 7,177 | 1.69% | 1.52% | 512 | +5,302 | 7.73% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 74,671 | 7,170 | 0.35% | 0.34% | 513 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 73,682 | 7,156 | 0.74% | 0.78% | 514 | -3,654 | -4.72% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | Reduced | 72,919 | 7,082 | 0.24% | 0.24% | 515 | -449 | -0.61% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 72,731 | 7,064 | 0.09% | 0.09% | 516 | -822 | -1.12% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Added to | 72,617 | 7,053 | 0.38% | 0.38% | 517 | +1,245 | 1.74% | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 72,592 | 7,050 | 0.79% | 0.75% | 518 | +1,201 | 1.68% | Q1 2026 | Apr 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 72,263 | 7,018 | 0.56% | 0.57% | 519 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUN LIFE FINANCIAL INC | History | Added to | 72,248 | 7,017 | 0.4% | 0.36% | 520 | +76 | 0.11% | Q1 2026 | May 14, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 70,949 | 6,891 | 2.38% | 2.36% | 521 | -455 | -0.64% | Q1 2026 | Apr 23, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 71,529 | 6,868 | 2.22% | 2.22% | 522 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 70,524 | 6,849 | 0.26% | 0.43% | 523 | -48,613 | -40.8% | Q1 2026 | May 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 70,254 | 6,823 | 0.07% | 0.05% | 524 | +19,982 | 39.75% | Q1 2026 | May 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 70,125 | 6,811 | 0.02% | 0.02% | 525 | -8,302 | -10.59% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 69,683 | 6,768 | 0.37% | 0.37% | 526 | +111 | 0.16% | Q1 2026 | May 06, 2026 |
| ERn Financial, LLC | History | Reduced | 69,363 | 6,737 | 1.27% | 1.34% | 527 | -4,658 | -6.29% | Q1 2026 | Apr 24, 2026 |
| Compound Planning, Inc. | History | Reduced | 69,270 | 6,728 | 0.21% | 0.2% | 528 | -1,596 | -2.25% | Q1 2026 | May 14, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 70,132 | 6,719 | 0.21% | 0.23% | 529 | -917 | -1.29% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 69,172 | 6,718 | 0.17% | 0.15% | 530 | +4,955 | 7.72% | Q1 2026 | Apr 29, 2026 |
| Sterling Capital Management LLC | History | Added to | 69,096 | 6,711 | 0.13% | 0.03% | 531 | +46,754 | 209.27% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 69,035 | 6,705 | 3.15% | 4.21% | 532 | -30,677 | -30.77% | Q1 2026 | May 14, 2026 |
| GreatBanc Trust CO | History | No change | 68,800 | 6,682 | 4.68% | 4.65% | 533 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cadence Bank | History | No change | 69,369 | 6,661 | 0.39% | 0.39% | 534 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 68,049 | 6,609 | 0.01% | 0.01% | 535 | -33,480 | -32.98% | Q1 2026 | May 12, 2026 |
| SVB WEALTH LLC | History | Reduced | 67,426 | 6,549 | 0.43% | 0.38% | 536 | -557 | -0.82% | Q1 2026 | Apr 17, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 67,348 | 6,541 | 1.7% | 1.68% | 537 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 67,311 | 6,537 | 0.24% | 0.25% | 538 | -3,739 | -5.26% | Q1 2026 | Apr 20, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 66,574 | 6,466 | 4.46% | 3.74% | 539 | +10,332 | 18.37% | Q1 2026 | May 07, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 66,185 | 6,428 | 0.27% | 0.26% | 540 | +3,797 | 6.09% | Q1 2026 | Apr 30, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 67,582 | 6,390 | 1.07% | — | 541 | +67,582 | New | Q1 2026 | Apr 16, 2026 |
| Paragon Capital Management Ltd | History | No change | 65,414 | 6,353 | 1.33% | 1.25% | 542 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | No change | 67,226 | 6,324 | 3.71% | 3.55% | 543 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Pathway Financial Advisors LLC | History | No change | 64,356 | 6,306 | 0.78% | 0.79% | 544 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 64,324 | 6,247 | 4.34% | 4.21% | 545 | +143 | 0.22% | Q1 2026 | May 08, 2026 |
| Greenland Capital Management LP | History | New | 64,000 | 6,216 | 0.79% | — | 546 | +64,000 | New | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 63,733 | 6,190 | 0.1% | 0.1% | 547 | -984 | -1.52% | Q1 2026 | Apr 27, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 63,682 | 6,185 | 1.21% | 1.17% | 548 | +760 | 1.21% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 63,674 | 6,184 | 0.03% | 0.03% | 549 | +12,330 | 24.01% | Q1 2026 | May 13, 2026 |
| RMR Wealth Builders | History | Added to | 63,303 | 6,148 | 0.48% | 0.47% | 550 | +1,746 | 2.84% | Q1 2026 | Apr 22, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 60,282 | 6,145 | 0.78% | 0.93% | 551 | -12,046 | -16.65% | Q1 2026 | Apr 20, 2026 |
| Genesis Financial Group, LLC | History | Added to | 63,195 | 6,138 | 3.88% | 3.5% | 552 | +393 | 0.63% | Q1 2026 | May 18, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 63,106 | 6,129 | 0.35% | 0.33% | 553 | -193 | -0.3% | Q1 2026 | Apr 21, 2026 |
| Hilltop Holdings Inc. | History | Added to | 62,523 | 6,072 | 0.55% | 0.35% | 554 | +1,217 | 1.99% | Q1 2026 | May 14, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 63,285 | 6,061 | 1.31% | 1.25% | 555 | +5,239 | 9.03% | Q1 2026 | Apr 27, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 62,361 | 6,057 | 2.04% | 2.0% | 556 | -269 | -0.43% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 62,234 | 6,044 | 0.07% | 0.1% | 557 | -16,583 | -21.04% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 62,175 | 6,039 | 0.31% | 0.33% | 558 | -1,619 | -2.54% | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 62,148 | 6,036 | 0.03% | 0.06% | 559 | -55,978 | -47.39% | Q1 2026 | Apr 15, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 61,645 | 5,987 | 2.65% | 2.64% | 560 | +1,852 | 3.1% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 61,517 | 5,975 | 0.01% | 0.01% | 561 | -2,215 | -3.48% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 61,291 | 5,953 | 0.16% | 0.15% | 562 | +1,931 | 3.25% | Q1 2026 | May 14, 2026 |
| Providence First Trust Co | History | Reduced | 61,111 | 5,935 | 2.09% | 2.04% | 563 | -227 | -0.37% | Q1 2026 | May 04, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 61,020 | 5,926 | 0.65% | 0.66% | 564 | -160 | -0.26% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 60,943 | 5,919 | 0.02% | 0.01% | 565 | +42,479 | 230.06% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 60,934 | 5,918 | 0.03% | 0.05% | 566 | -88,240 | -59.15% | Q1 2026 | Apr 29, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 59,947 | 5,822 | 0.2% | 0.18% | 567 | +5,471 | 10.04% | Q1 2026 | May 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 59,420 | 5,771 | 0.18% | 0.18% | 568 | +7,082 | 13.53% | Q1 2026 | May 06, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 59,396 | 5,769 | 1.61% | 1.7% | 569 | -2,282 | -3.7% | Q1 2026 | Apr 22, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 59,372 | 5,766 | 3.34% | 3.45% | 570 | -986 | -1.63% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 59,319 | 5,761 | 0.12% | 0.11% | 571 | +2,965 | 5.26% | Q1 2026 | May 15, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Reduced | 58,983 | 5,729 | 1.13% | 1.02% | 572 | -92 | -0.16% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 58,839 | 5,715 | 1.69% | 1.65% | 573 | +88 | 0.15% | Q1 2026 | Apr 22, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 58,843 | 5,715 | 0.88% | 0.92% | 574 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 58,690 | 5,700 | 0.0% | 0.0% | 575 | +48,474 | 474.49% | Q1 2026 | May 14, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 57,979 | 5,631 | 1.11% | 1.16% | 576 | +163 | 0.28% | Q1 2026 | Apr 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 57,744 | 5,608 | 0.09% | 0.09% | 577 | +780 | 1.37% | Q1 2026 | Apr 22, 2026 |
| Flower City Capital | History | Reduced | 57,567 | 5,591 | 2.8% | 2.85% | 578 | -696 | -1.19% | Q1 2026 | Apr 14, 2026 |
| New Republic Capital, LLC | History | Added to | 57,561 | 5,590 | 1.88% | 1.05% | 579 | +16,672 | 40.77% | Q1 2026 | May 01, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 57,536 | 5,588 | 1.54% | 1.53% | 580 | -4 | -0.01% | Q1 2026 | May 08, 2026 |
| COOPERMAN LEON G | History | No change | 57,453 | 5,580 | 0.18% | 0.18% | 581 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 57,125 | 5,548 | 0.96% | 0.85% | 582 | +7,000 | 13.97% | Q1 2026 | May 05, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 56,651 | 5,502 | 0.02% | 0.02% | 583 | +6,125 | 12.12% | Q1 2026 | May 07, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 57,146 | 5,488 | 1.46% | 1.46% | 584 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 56,368 | 5,475 | 0.22% | 0.2% | 585 | +138 | 0.25% | Q1 2026 | May 04, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 56,288 | 5,467 | 1.06% | 1.06% | 586 | +2,210 | 4.09% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 56,890 | 5,463 | 0.1% | 0.1% | 587 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 52,087 | 5,433 | 0.37% | 0.38% | 588 | -1,548 | -2.89% | Q1 2026 | Apr 29, 2026 |
| BSW Wealth Partners | History | Reduced | 55,587 | 5,399 | 0.66% | 0.67% | 589 | -2,331 | -4.02% | Q1 2026 | Apr 14, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 55,565 | 5,396 | 1.06% | 1.1% | 590 | -786 | -1.39% | Q1 2026 | Apr 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 55,185 | 5,360 | 0.26% | 1.99% | 591 | -380,188 | -87.32% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 55,168 | 5,358 | 0.2% | 0.23% | 592 | +4,203 | 8.25% | Q1 2026 | May 19, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 55,099 | 5,351 | 0.55% | 0.48% | 593 | +6,042 | 12.32% | Q1 2026 | May 12, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 54,968 | 5,339 | 0.57% | 0.54% | 594 | +84 | 0.15% | Q1 2026 | Apr 28, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 54,902 | 5,332 | 0.55% | 0.55% | 595 | +1,841 | 3.47% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 54,300 | 5,274 | 0.19% | 0.22% | 596 | -6,436 | -10.6% | Q1 2026 | May 07, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 54,099 | 5,254 | 0.62% | 0.58% | 597 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 53,961 | 5,241 | 0.09% | 0.09% | 598 | +470 | 0.88% | Q1 2026 | May 11, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 53,754 | 5,221 | 3.82% | 3.24% | 599 | +7,696 | 16.71% | Q1 2026 | May 08, 2026 |
| Choate Investment Advisors | History | Added to | 53,681 | 5,214 | 0.1% | 0.09% | 600 | +4,414 | 8.96% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 53,565 | 5,202 | 0.06% | 0.04% | 601 | +37,607 | 235.66% | Q1 2026 | May 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 53,531 | 5,199 | 0.38% | 0.45% | 602 | -19,117 | -26.31% | Q1 2026 | Apr 16, 2026 |
| Visionary Wealth Advisors | History | Added to | 53,259 | 5,173 | 0.23% | 0.23% | 603 | +398 | 0.75% | Q1 2026 | May 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 53,173 | 5,164 | 0.41% | 0.39% | 604 | +290 | 0.55% | Q1 2026 | Apr 22, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 53,111 | 5,158 | 0.5% | 0.47% | 605 | +148 | 0.28% | Q1 2026 | May 06, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 52,955 | 5,143 | 0.48% | 0.49% | 606 | +1,341 | 2.6% | Q1 2026 | Apr 30, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 52,691 | 5,117 | 0.72% | 1.1% | 607 | -31,606 | -37.49% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 52,653 | 5,114 | 0.07% | — | 608 | +52,653 | New | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 52,595 | 5,109 | 0.58% | 0.53% | 609 | +3,822 | 7.84% | Q1 2026 | Apr 16, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 52,469 | 5,096 | 0.56% | 0.49% | 610 | +4,543 | 9.48% | Q1 2026 | Apr 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 52,202 | 5,070 | 0.29% | 0.37% | 611 | -17,458 | -25.06% | Q1 2026 | Apr 20, 2026 |
| Solstein Capital, LLC | History | Reduced | 52,181 | 5,068 | 2.08% | 2.08% | 612 | -1,778 | -3.3% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 51,931 | 5,044 | 0.11% | 0.12% | 613 | -6,808 | -11.59% | Q1 2026 | May 13, 2026 |
| Santori & Peters, Inc. | History | Added to | 51,409 | 4,993 | 1.55% | 1.68% | 614 | +64 | 0.12% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 51,363 | 4,988 | 0.04% | 0.03% | 615 | +2,604 | 5.34% | Q1 2026 | May 11, 2026 |
| Nexus Investment Management ULC | History | Added to | 51,250 | 4,977 | 0.7% | 0.47% | 616 | +15,100 | 41.77% | Q1 2026 | Apr 20, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 51,138 | 4,967 | 1.43% | 1.66% | 617 | -5,350 | -9.47% | Q1 2026 | May 07, 2026 |
| Twin Tree Management, LP | History | Reduced | 51,100 | 4,963 | 0.1% | 0.49% | 618 | -531,400 | -91.23% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 50,563 | 4,911 | 0.27% | 0.26% | 619 | +2,364 | 4.9% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 49,812 | 4,838 | 0.05% | 0.04% | 620 | +6,271 | 14.4% | Q1 2026 | May 08, 2026 |
| Select Asset Management & Trust | History | Reduced | 49,166 | 4,775 | 1.49% | 3.24% | 621 | -59,442 | -54.73% | Q1 2026 | May 14, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 48,891 | 4,748 | 0.37% | 0.42% | 622 | -4,542 | -8.5% | Q1 2026 | May 01, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 48,883 | 4,747 | 0.77% | 0.76% | 623 | -390 | -0.79% | Q1 2026 | Apr 23, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 48,702 | 4,730 | 0.37% | 0.33% | 624 | +2,450 | 5.3% | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | Added to | 48,516 | 4,712 | 0.13% | 0.05% | 625 | +29,263 | 151.99% | Q1 2026 | May 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 48,427 | 4,703 | 0.12% | 0.12% | 626 | -585 | -1.19% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 48,097 | 4,689 | 0.0% | 0.0% | 627 | +4,660 | 10.73% | Q1 2026 | May 14, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 48,268 | 4,688 | 0.85% | 0.96% | 628 | -3,976 | -7.61% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 47,532 | 4,681 | 0.28% | 0.28% | 629 | -134 | -0.28% | Q1 2026 | Apr 07, 2026 |
| Texas Bank & Trust Co | History | Added to | 47,542 | 4,617 | 1.73% | 1.6% | 630 | +1,835 | 4.01% | Q1 2026 | Apr 30, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 47,407 | 4,604 | 1.02% | 1.1% | 631 | -322 | -0.67% | Q1 2026 | Apr 09, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 47,281 | 4,600 | 0.84% | 0.7% | 632 | +5,670 | 13.63% | Q1 2026 | May 11, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Reduced | 47,269 | 4,591 | 1.23% | 1.2% | 633 | -292 | -0.61% | Q1 2026 | May 19, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | New | 47,196 | 4,584 | 0.67% | — | 634 | +47,196 | New | Q1 2026 | Apr 27, 2026 |
| NewSquare Capital LLC | History | Reduced | 47,164 | 4,581 | 0.4% | 0.41% | 635 | -747 | -1.56% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 46,919 | 4,557 | 0.24% | 0.24% | 636 | +1,850 | 4.1% | Q1 2026 | May 07, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 46,726 | 4,538 | 4.53% | 4.71% | 637 | -30,803 | -39.73% | Q1 2026 | May 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 46,719 | 4,537 | 1.11% | 1.15% | 638 | -1,455 | -3.02% | Q1 2026 | Apr 22, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 46,502 | 4,516 | 0.71% | 0.81% | 639 | -4,843 | -9.43% | Q1 2026 | May 07, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 46,481 | 4,514 | 1.03% | 1.04% | 640 | -1,468 | -3.06% | Q1 2026 | Apr 15, 2026 |
| Navigation Group, LLC | History | New | 46,251 | 4,492 | 1.05% | — | 641 | +46,251 | New | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 45,766 | 4,445 | 0.1% | 0.13% | 642 | -13,568 | -22.87% | Q1 2026 | May 15, 2026 |
| NYL Investors LLC | History | No change | 45,239 | 4,394 | 1.66% | 1.48% | 643 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 45,237 | 4,393 | 0.12% | 0.12% | 644 | -25 | -0.06% | Q1 2026 | Apr 23, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 44,757 | 4,347 | 2.07% | 1.38% | 645 | +4,817 | 12.06% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 44,715 | 4,343 | 0.24% | 0.23% | 646 | -834 | -1.83% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 44,610 | 4,332 | 0.13% | 0.07% | 647 | +20,242 | 83.07% | Q1 2026 | May 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 44,449 | 4,317 | 0.24% | 0.29% | 648 | -255 | -0.57% | Q1 2026 | May 11, 2026 |
| Tempo Wealth, LLC | History | Added to | 44,160 | 4,289 | 0.75% | 0.67% | 649 | +4,829 | 12.28% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Reduced | 44,126 | 4,285 | 0.81% | 0.84% | 650 | -623 | -1.39% | Q1 2026 | May 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 44,104 | 4,283 | 0.44% | 0.46% | 651 | +458 | 1.05% | Q1 2026 | Apr 30, 2026 |
| Asset Management Group, Inc. | History | Reduced | 43,944 | 4,268 | 0.69% | 0.68% | 652 | -19 | -0.04% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 43,849 | 4,259 | 0.68% | 0.64% | 653 | +1,300 | 3.06% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 43,676 | 4,242 | 0.12% | 0.12% | 654 | -127 | -0.29% | Q1 2026 | May 07, 2026 |
| Pandora Wealth, Inc. | History | No change | 44,098 | 4,234 | 2.57% | 2.57% | 655 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 43,501 | 4,225 | 0.05% | 0.05% | 656 | +2,512 | 6.13% | Q1 2026 | Apr 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 43,390 | 4,214 | 1.45% | 1.54% | 657 | -1,174 | -2.63% | Q1 2026 | Apr 23, 2026 |
| NVWM, LLC | History | Added to | 43,311 | 4,206 | 0.94% | 0.74% | 658 | +7,684 | 21.57% | Q1 2026 | Apr 27, 2026 |
| Gerald Baker Financial Group LLC | History | New | 43,014 | 4,177 | 1.32% | — | 659 | +43,014 | New | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 42,762 | 4,153 | 0.06% | 0.03% | 660 | +21,223 | 98.53% | Q1 2026 | May 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 42,662 | 4,143 | 1.04% | 1.04% | 661 | -2,361 | -5.24% | Q1 2026 | Apr 28, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 42,633 | 4,140 | 0.16% | 0.15% | 662 | +295 | 0.7% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 42,499 | 4,127 | 0.05% | 0.06% | 663 | -5,974 | -12.32% | Q1 2026 | May 11, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 42,130 | 4,092 | 0.23% | 0.14% | 664 | +14,355 | 51.68% | Q1 2026 | Apr 29, 2026 |
| NWF Advisory Services Inc. | History | Added to | 42,037 | 4,083 | 0.46% | 0.41% | 665 | +3,808 | 9.96% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 42,028 | 4,082 | 0.15% | 0.17% | 666 | -6,629 | -13.62% | Q1 2026 | Apr 28, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 41,999 | 4,079 | 1.96% | 1.97% | 667 | -400 | -0.94% | Q1 2026 | Apr 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 41,915 | 4,071 | 0.24% | 0.23% | 668 | -68 | -0.16% | Q1 2026 | May 11, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 41,819 | 4,061 | 0.61% | 0.56% | 669 | +1,988 | 4.99% | Q1 2026 | Apr 09, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 41,681 | 4,048 | 1.44% | 1.4% | 670 | -51 | -0.12% | Q1 2026 | May 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 41,200 | 4,001 | 0.45% | 0.42% | 671 | +950 | 2.36% | Q1 2026 | Apr 16, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 40,984 | 3,980 | 0.25% | 0.23% | 672 | +1,097 | 2.75% | Q1 2026 | Apr 29, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 40,884 | 3,971 | 1.14% | 1.05% | 673 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 40,875 | 3,970 | 0.21% | 0.23% | 674 | -6,241 | -13.25% | Q1 2026 | Apr 29, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 40,798 | 3,962 | 0.18% | 0.19% | 675 | -2,360 | -5.47% | Q1 2026 | Apr 09, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 40,135 | 3,957 | 0.07% | 0.7% | 676 | -359,152 | -89.95% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Reduced | 40,663 | 3,949 | 0.32% | 0.32% | 677 | -320 | -0.78% | Q1 2026 | Apr 16, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 40,500 | 3,933 | 0.17% | 0.16% | 678 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 37,857 | 3,930 | 0.23% | 0.25% | 679 | -772 | -2.0% | Q1 2026 | May 14, 2026 |
| Ridge Creek Global, Inc | History | Added to | 40,365 | 3,920 | 3.32% | 3.21% | 680 | +525 | 1.32% | Q1 2026 | May 13, 2026 |
| Gambit Capital Management, LLC | History | Added to | 40,294 | 3,913 | 2.69% | 1.81% | 681 | +13,972 | 53.08% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 40,183 | 3,903 | 0.2% | 0.21% | 682 | -831 | -2.03% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | No change | 39,833 | 3,868 | 0.74% | 0.73% | 683 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Legacy Trust | History | Added to | 39,772 | 3,863 | 0.74% | 0.71% | 684 | +280 | 0.71% | Q1 2026 | Apr 14, 2026 |
| Allen Investment Management, LLC | History | No change | 39,387 | 3,825 | 0.05% | 0.04% | 685 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PFW Advisors LLC | History | Reduced | 39,328 | 3,819 | 1.2% | 1.14% | 686 | -7 | -0.02% | Q1 2026 | Apr 10, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 39,084 | 3,796 | 2.57% | 2.55% | 687 | +328 | 0.85% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 38,601 | 3,749 | 0.08% | 0.13% | 688 | -28,641 | -42.59% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 35,967 | 3,739 | 0.37% | 0.46% | 689 | -495 | -1.36% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 38,397 | 3,729 | 0.05% | 0.04% | 690 | +6,171 | 19.15% | Q1 2026 | May 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 38,099 | 3,700 | 0.22% | 0.21% | 691 | -861,177 | -95.76% | Q1 2026 | May 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 37,925 | 3,683 | 0.49% | 0.23% | 692 | +22,657 | 148.4% | Q1 2026 | Apr 08, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 37,907 | 3,681 | 0.29% | 0.28% | 693 | +809 | 2.18% | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 37,887 | 3,680 | 0.32% | 0.32% | 694 | -1,304 | -3.33% | Q1 2026 | Apr 15, 2026 |
| Richwood Investment Advisors, LLC | History | Added to | 37,893 | 3,680 | 2.84% | 2.73% | 695 | +855 | 2.31% | Q1 2026 | May 15, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | New | 37,878 | 3,679 | 1.66% | — | 696 | +37,878 | New | Q1 2026 | May 11, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 37,794 | 3,670 | 0.02% | 0.02% | 697 | -1,858 | -4.69% | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 37,761 | 3,667 | 0.05% | 0.11% | 698 | -45,243 | -54.51% | Q1 2026 | May 14, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 37,763 | 3,667 | 1.49% | 1.43% | 699 | -292 | -0.77% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Reduced | 37,535 | 3,645 | 0.16% | 0.17% | 700 | -1,042 | -2.7% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 37,516 | 3,643 | 0.11% | 0.11% | 701 | +1,664 | 4.64% | Q1 2026 | Apr 08, 2026 |
| Krilogy Financial LLC | History | Added to | 35,211 | 3,627 | 0.12% | 0.12% | 702 | +1,014 | 2.97% | Q1 2026 | Apr 17, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 37,035 | 3,597 | 2.41% | 2.34% | 703 | +4,660 | 14.39% | Q1 2026 | Apr 16, 2026 |
| Palisade Asset Management, LLC | History | No change | 36,882 | 3,582 | 0.36% | 0.35% | 704 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 36,747 | 3,569 | 1.77% | 0.91% | 705 | +18,847 | 105.29% | Q1 2026 | Apr 20, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 36,734 | 3,568 | 0.67% | 0.68% | 706 | -795 | -2.12% | Q1 2026 | Apr 13, 2026 |
| NWAM LLC | History | Reduced | 36,278 | 3,523 | 0.2% | 0.2% | 707 | -838 | -2.26% | Q1 2026 | May 04, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 36,260 | 3,521 | 5.65% | 2.23% | 708 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 36,212 | 3,517 | 0.02% | 0.02% | 709 | +5,280 | 17.07% | Q1 2026 | Apr 22, 2026 |
| Ashford Advisors, LLC | History | No change | 36,207 | 3,516 | 0.82% | 0.76% | 710 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 36,114 | 3,507 | 2.05% | 2.02% | 711 | -465 | -1.27% | Q1 2026 | Apr 17, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 36,021 | 3,498 | 2.01% | 1.96% | 712 | +603 | 1.7% | Q1 2026 | May 01, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 35,841 | 3,481 | 0.5% | 0.56% | 713 | -2,046 | -5.4% | Q1 2026 | May 11, 2026 |
| Greenfield Savings Bank | History | Added to | 35,795 | 3,476 | 1.48% | 1.35% | 714 | +2,432 | 7.29% | Q1 2026 | Apr 16, 2026 |
| ROCKLAND TRUST CO | History | Added to | 35,707 | 3,468 | 0.14% | 0.13% | 715 | +768 | 2.2% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 35,430 | 3,441 | 0.22% | 0.13% | 716 | +14,832 | 72.01% | Q1 2026 | Apr 15, 2026 |
| Innova Wealth Partners | History | Added to | 35,421 | 3,440 | 1.63% | 0.82% | 717 | +18,558 | 110.05% | Q1 2026 | Apr 24, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 35,196 | 3,418 | 0.36% | 0.36% | 718 | -311 | -0.88% | Q1 2026 | Apr 08, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 35,093 | 3,408 | 2.32% | 2.23% | 719 | +2,362 | 7.22% | Q1 2026 | Apr 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 35,062 | 3,405 | 0.16% | 0.11% | 720 | +9,255 | 35.86% | Q1 2026 | May 06, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 34,830 | 3,383 | 0.56% | 0.54% | 721 | +434 | 1.26% | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 35,198 | 3,380 | 0.22% | 0.22% | 722 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 34,663 | 3,366 | 0.05% | 0.06% | 723 | -924 | -2.6% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | No change | 34,637 | 3,364 | 0.18% | 0.18% | 724 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 34,568 | 3,357 | 0.08% | 0.08% | 725 | +847 | 2.51% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 34,488 | 3,349 | 0.02% | 0.03% | 726 | +1,986 | 6.11% | Q1 2026 | Apr 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 34,400 | 3,341 | 0.42% | 0.43% | 727 | -977 | -2.76% | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 33,726 | 3,275 | 0.87% | 0.88% | 728 | -101 | -0.3% | Q1 2026 | Apr 20, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 33,637 | 3,267 | 0.07% | 0.07% | 729 | -783 | -2.27% | Q1 2026 | Apr 07, 2026 |
| McLean Asset Management Corp | History | Reduced | 33,590 | 3,262 | 0.57% | 0.63% | 730 | -1,780 | -5.03% | Q1 2026 | Apr 22, 2026 |
| VestGen Advisors, LLC | History | Added to | 31,542 | 3,253 | 0.09% | 0.09% | 732 | +8,800 | 38.69% | Q1 2026 | May 14, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 33,501 | 3,253 | 1.41% | 1.47% | 731 | -648 | -1.9% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 33,479 | 3,252 | 0.41% | 0.44% | 733 | -1,189 | -3.43% | Q1 2026 | Apr 16, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 33,444 | 3,248 | 0.25% | 0.59% | 734 | -47,070 | -58.46% | Q1 2026 | Apr 08, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 33,414 | 3,245 | 0.55% | 0.52% | 735 | +1,584 | 4.98% | Q1 2026 | May 04, 2026 |
| LTG Capital LLC | History | Reduced | 33,365 | 3,240 | 2.48% | 2.5% | 736 | -67 | -0.2% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 33,278 | 3,232 | 0.01% | 0.01% | 737 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Counterweight Ventures, LLC | History | Added to | 33,261 | 3,230 | 1.81% | 1.46% | 738 | +6,151 | 22.69% | Q1 2026 | Apr 27, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 33,232 | 3,227 | 1.16% | 1.2% | 739 | +137 | 0.41% | Q1 2026 | May 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 33,091 | 3,214 | 0.08% | 0.01% | 740 | +25,755 | 351.08% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 33,005 | 3,205 | 0.07% | 0.07% | 741 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Carnegie Investment Counsel | History | Added to | 32,900 | 3,195 | 0.06% | 0.05% | 742 | +5,962 | 22.13% | Q1 2026 | May 01, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 33,249 | 3,192 | 0.93% | 0.93% | 743 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 32,716 | 3,177 | 0.89% | 0.94% | 744 | +1,955 | 6.36% | Q1 2026 | May 13, 2026 |
| EFG International AG | History | Reduced | 32,708 | 3,176 | 0.07% | 0.06% | 745 | -1,425 | -4.17% | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 32,840 | 3,169 | 0.05% | 0.05% | 746 | -315 | -0.95% | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 32,586 | 3,165 | 0.28% | 0.36% | 747 | -9 | -0.03% | Q1 2026 | May 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 32,572 | 3,163 | 1.01% | 0.98% | 748 | +17 | 0.05% | Q1 2026 | Apr 23, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 32,519 | 3,158 | 1.84% | 1.86% | 749 | +201 | 0.62% | Q1 2026 | Apr 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 32,454 | 3,152 | 1.14% | 1.31% | 750 | -8,266 | -20.3% | Q1 2026 | May 12, 2026 |
| PW Nova Financial Services LLC | History | Added to | 32,460 | 3,152 | 0.79% | 1.19% | 751 | +27 | 0.08% | Q1 2026 | Apr 15, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 32,353 | 3,142 | 1.83% | 1.83% | 752 | +361 | 1.13% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Added to | 32,269 | 3,134 | 0.15% | 0.13% | 753 | +2,945 | 10.04% | Q1 2026 | May 05, 2026 |
| Boltwood Capital Management | History | Reduced | 32,052 | 3,113 | 0.79% | 0.8% | 754 | -30 | -0.09% | Q1 2026 | Apr 07, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 32,047 | 3,112 | 1.48% | 1.46% | 755 | -178 | -0.55% | Q1 2026 | May 01, 2026 |
| American Financial Advisors, LLC | History | Reduced | 32,034 | 3,111 | 0.42% | 0.4% | 756 | -448 | -1.38% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 31,981 | 3,106 | 0.0% | 0.0% | 757 | -33,824 | -51.4% | Q1 2026 | May 14, 2026 |
| Pointe Capital Management LLC | History | Added to | 31,980 | 3,106 | 1.54% | 1.5% | 758 | +565 | 1.8% | Q1 2026 | May 15, 2026 |
| Montis Financial, LLC | History | Reduced | 31,762 | 3,085 | 0.64% | 0.64% | 759 | -1,757 | -5.24% | Q1 2026 | May 11, 2026 |
| Urban Financial Advisory Corp | History | Added to | 31,694 | 3,078 | 1.09% | 1.09% | 760 | +2,779 | 9.61% | Q1 2026 | May 08, 2026 |
| Probity Advisors, Inc. | History | Reduced | 31,685 | 3,077 | 0.49% | 0.51% | 761 | -1,324 | -4.01% | Q1 2026 | Apr 28, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 29,447 | 3,061 | 0.06% | 0.07% | 762 | -1,094 | -3.58% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 31,463 | 3,056 | 0.01% | 0.01% | 763 | -1,885 | -5.65% | Q1 2026 | May 06, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 31,453 | 3,055 | 0.81% | 0.82% | 764 | -1,798 | -5.41% | Q1 2026 | May 08, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Added to | 31,308 | 3,040 | 1.44% | 1.35% | 765 | +1,070 | 3.54% | Q1 2026 | Apr 20, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 31,281 | 3,038 | 0.86% | 0.81% | 766 | +626 | 2.04% | Q1 2026 | May 11, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 31,256 | 3,033 | 0.23% | 0.18% | 767 | +62 | 0.2% | Q1 2026 | May 20, 2026 |
| Klingman & Associates, LLC | History | Added to | 31,103 | 3,021 | 0.14% | 0.14% | 768 | +561 | 1.84% | Q1 2026 | May 14, 2026 |
| Westshore Wealth, LLC | History | No change | 31,400 | 3,015 | 1.0% | 1.0% | 769 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 31,006 | 3,011 | 0.1% | 0.09% | 770 | +2,029 | 7.0% | Q1 2026 | Apr 22, 2026 |
| Private Advisory Group LLC | History | New | 30,897 | 3,000 | 0.2% | — | 772 | +30,897 | New | Q1 2026 | May 08, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 30,890 | 3,000 | 0.12% | 0.11% | 771 | -729 | -2.31% | Q1 2026 | May 14, 2026 |
| Hillman Capital Management, Inc. | History | Added to | 30,854 | 2,996 | 2.08% | 1.73% | 773 | +2,292 | 8.02% | Q1 2026 | May 15, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 30,660 | 2,978 | 0.88% | 0.86% | 774 | -263 | -0.85% | Q1 2026 | Apr 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 30,602 | 2,972 | 0.04% | 0.04% | 775 | +1,875 | 6.53% | Q1 2026 | Apr 09, 2026 |
| EASTERN BANK | History | Added to | 30,530 | 2,965 | 0.05% | 0.05% | 776 | +2,978 | 10.81% | Q1 2026 | Apr 07, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 30,524 | 2,964 | 2.56% | 2.47% | 777 | -51 | -0.17% | Q1 2026 | Apr 30, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 30,492 | 2,961 | 0.93% | 12.98% | 778 | -400,493 | -92.93% | Q1 2026 | Apr 22, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 30,339 | 2,947 | 0.21% | 0.19% | 779 | -162 | -0.53% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 30,312 | 2,944 | 0.05% | 0.05% | 780 | +1,320 | 4.55% | Q1 2026 | May 14, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 30,286 | 2,941 | 0.05% | 0.06% | 781 | -12,106 | -28.56% | Q1 2026 | May 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 30,255 | 2,938 | 1.36% | 1.31% | 782 | +749 | 2.54% | Q1 2026 | May 05, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 30,159 | 2,929 | 0.94% | 0.82% | 783 | -531 | -1.73% | Q1 2026 | May 06, 2026 |
| Concentric Capital Strategies, LP | History | New | 30,100 | 2,923 | 0.25% | — | 784 | +30,100 | New | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 29,825 | 2,897 | 0.24% | 0.28% | 785 | -4,823 | -13.92% | Q1 2026 | May 14, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 29,806 | 2,895 | 1.52% | 3.78% | 786 | -114,141 | -79.29% | Q1 2026 | Apr 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 29,654 | 2,880 | 0.09% | 0.09% | 787 | -112 | -0.38% | Q1 2026 | May 11, 2026 |
| DV Trading LLC | History | Reduced | 29,562 | 2,871 | 0.07% | 0.11% | 789 | -11,756 | -28.45% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 29,565 | 2,871 | 0.06% | 0.07% | 788 | -5,816 | -16.44% | Q1 2026 | May 01, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 29,511 | 2,866 | 0.27% | 0.28% | 790 | -163 | -0.55% | Q1 2026 | May 13, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 34,240 | 2,863 | 0.26% | 0.26% | 791 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASL Financial, LLC | History | Added to | 29,440 | 2,859 | 2.28% | 2.21% | 792 | +200 | 0.68% | Q1 2026 | Apr 09, 2026 |
| TSG Advice Partners, LLC | History | Added to | 29,188 | 2,835 | 0.42% | 0.42% | 793 | +291 | 1.01% | Q1 2026 | Apr 24, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 29,184 | 2,834 | 0.17% | 0.16% | 794 | +196 | 0.68% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 29,039 | 2,820 | 0.27% | 0.27% | 795 | +985 | 3.51% | Q1 2026 | Apr 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 29,025 | 2,819 | 0.76% | 0.56% | 796 | +5,357 | 22.63% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 29,017 | 2,818 | 0.25% | 0.25% | 797 | -128 | -0.44% | Q1 2026 | Apr 30, 2026 |
| FARMERS TRUST CO | History | Reduced | 28,980 | 2,814 | 0.44% | 0.48% | 798 | -1,704 | -5.55% | Q1 2026 | Apr 07, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 28,973 | 2,814 | 1.64% | 1.74% | 799 | -612 | -2.07% | Q1 2026 | Apr 23, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 28,964 | 2,813 | 1.19% | 1.26% | 800 | -1,170 | -3.88% | Q1 2026 | Apr 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 28,950 | 2,811 | 1.36% | 1.41% | 801 | +64 | 0.22% | Q1 2026 | May 15, 2026 |
| Ehrenkranz Partners L.P. | History | No change | 28,918 | 2,808 | 2.22% | 3.15% | 802 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 28,857 | 2,802 | 0.36% | 0.38% | 803 | -3,711 | -11.39% | Q1 2026 | Apr 07, 2026 |
| HFG Advisors, Inc. | History | Added to | 28,765 | 2,793 | 1.97% | 1.95% | 804 | +775 | 2.77% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 28,656 | 2,783 | 0.06% | 0.06% | 805 | +170 | 0.6% | Q1 2026 | May 14, 2026 |
| WOODSTOCK CORP | History | Reduced | 28,580 | 2,775 | 0.25% | 0.24% | 806 | -100 | -0.35% | Q1 2026 | Apr 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 28,531 | 2,771 | 0.21% | 0.2% | 807 | +614 | 2.2% | Q1 2026 | Apr 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 28,505 | 2,768 | 0.94% | 1.02% | 808 | -1,708 | -5.65% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 28,487 | 2,766 | 0.62% | 0.66% | 809 | -174 | -0.61% | Q1 2026 | May 14, 2026 |
| Cumberland Partners Ltd | History | Added to | 28,467 | 2,765 | 0.21% | 0.15% | 810 | +3,567 | 14.33% | Q1 2026 | May 14, 2026 |
| Community Bank, N.A. | History | No change | 28,454 | 2,763 | 0.33% | 0.32% | 811 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | Reduced | 28,444 | 2,762 | 1.9% | 2.4% | 812 | -6,495 | -18.59% | Q1 2026 | May 04, 2026 |
| WBH ADVISORY INC | History | Reduced | 27,999 | 2,760 | 0.21% | 0.2% | 813 | -517 | -1.81% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 28,386 | 2,757 | 0.03% | 0.16% | 814 | -116,323 | -80.38% | Q1 2026 | Apr 28, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 28,172 | 2,736 | 2.2% | 1.96% | 815 | -4,485 | -13.73% | Q1 2026 | Apr 08, 2026 |
| STEPH & CO | History | Added to | 28,080 | 2,727 | 0.78% | 0.64% | 816 | +4,955 | 21.43% | Q1 2026 | Apr 17, 2026 |
| GS Investments, Inc. | History | Reduced | 27,983 | 2,717 | 1.56% | 1.46% | 817 | -14 | -0.05% | Q1 2026 | May 06, 2026 |
| Trek Financial, LLC | History | Reduced | 27,940 | 2,713 | 0.14% | 0.16% | 818 | -198 | -0.7% | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 27,862 | 2,706 | 0.4% | 0.39% | 819 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 28,678 | 2,698 | 0.02% | — | 820 | +28,678 | New | Q1 2026 | May 12, 2026 |
| 1832 Asset Management L.P. | History | Added to | 27,565 | 2,677 | 0.0% | 0.0% | 821 | +1,422 | 5.44% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 27,502 | 2,671 | 0.05% | — | 822 | +27,502 | New | Q1 2026 | Apr 27, 2026 |
| Genus Capital Management Inc. | History | Reduced | 27,389 | 2,660 | 0.3% | 0.54% | 823 | -20,772 | -43.13% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Added to | 25,413 | 2,651 | 0.04% | 0.03% | 824 | +7,047 | 38.37% | Q1 2026 | Apr 20, 2026 |
| CX Institutional | History | Added to | 27,256 | 2,647 | 0.08% | 0.08% | 825 | +345 | 1.28% | Q1 2026 | Apr 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 27,182 | 2,640 | 0.08% | 0.09% | 826 | -573 | -2.06% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | No change | 27,020 | 2,624 | 0.13% | 0.12% | 827 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signet Private Wealth LLC | History | Added to | 26,871 | 2,609 | 2.49% | 2.26% | 828 | +2,223 | 9.02% | Q1 2026 | Apr 29, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 26,857 | 2,608 | 0.29% | 0.28% | 829 | +208 | 0.78% | Q1 2026 | May 04, 2026 |
| Atlas Brown,Inc. | History | Added to | 26,811 | 2,604 | 0.78% | 0.76% | 830 | +220 | 0.83% | Q1 2026 | Apr 17, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 26,719 | 2,595 | 0.36% | 0.39% | 831 | -2,050 | -7.13% | Q1 2026 | May 13, 2026 |
| Columbia Bank | History | Reduced | 26,686 | 2,592 | 0.74% | 0.73% | 832 | -620 | -2.27% | Q1 2026 | Apr 28, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 26,682 | 2,591 | 0.11% | 0.11% | 833 | -30 | -0.11% | Q1 2026 | Apr 28, 2026 |
| SACHEM HILL LLC | History | No change | 26,660 | 2,589 | 0.5% | 0.5% | 834 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 26,634 | 2,586 | 0.09% | 0.09% | 835 | +16 | 0.06% | Q1 2026 | Apr 14, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 26,620 | 2,585 | 1.03% | 0.96% | 836 | +1,711 | 6.87% | Q1 2026 | Apr 29, 2026 |
| WELCH & FORBES LLC | History | Reduced | 26,572 | 2,580 | 0.03% | 0.03% | 837 | -600 | -2.21% | Q1 2026 | May 01, 2026 |
| Montecito Bank & Trust | History | Reduced | 26,566 | 2,580 | 0.42% | 0.41% | 838 | -495 | -1.83% | Q1 2026 | Apr 16, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 26,444 | 2,568 | 0.56% | 0.51% | 839 | +3,248 | 14.0% | Q1 2026 | May 05, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 26,197 | 2,544 | 0.54% | 0.48% | 841 | +4,198 | 19.08% | Q1 2026 | May 08, 2026 |
| Lavaca Capital LLC | History | No change | 26,200 | 2,544 | 0.45% | 0.41% | 840 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Serenity Investment Advisors | History | No change | 25,928 | 2,539 | 1.48% | 1.48% | 842 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 26,075 | 2,532 | 0.02% | 0.02% | 843 | -335 | -1.27% | Q1 2026 | Apr 14, 2026 |
| Intrua Financial, LLC | History | Added to | 26,044 | 2,529 | 0.26% | 0.26% | 844 | +504 | 1.97% | Q1 2026 | Apr 23, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 26,012 | 2,526 | 0.07% | 0.07% | 845 | -129 | -0.49% | Q1 2026 | Apr 16, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 25,945 | 2,520 | 0.71% | 0.52% | 846 | +7,268 | 38.91% | Q1 2026 | Apr 30, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 25,940 | 2,519 | 0.12% | 0.09% | 847 | +5,515 | 27.0% | Q1 2026 | Apr 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 25,820 | 2,507 | 0.18% | 0.19% | 848 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 25,810 | 2,506 | 0.07% | 0.06% | 849 | -9 | -0.03% | Q1 2026 | May 01, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 25,628 | 2,489 | 0.43% | 0.4% | 850 | -200 | -0.77% | Q1 2026 | Apr 22, 2026 |
| Brookstone Capital Management | History | Added to | 25,577 | 2,484 | 0.03% | 0.02% | 852 | +5,346 | 26.42% | Q1 2026 | Apr 16, 2026 |
| Maple Capital Management, Inc. | History | Added to | 25,581 | 2,484 | 0.17% | 0.15% | 851 | +210 | 0.83% | Q1 2026 | May 08, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 25,408 | 2,467 | 1.15% | 1.0% | 853 | +1,370 | 5.7% | Q1 2026 | Apr 17, 2026 |
| Gallacher Capital Management LLC | History | Added to | 25,349 | 2,462 | 0.94% | 0.77% | 854 | +4,522 | 21.71% | Q1 2026 | May 05, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 25,290 | 2,456 | 0.36% | — | 856 | +25,290 | New | Q1 2026 | Apr 24, 2026 |
| Glenview Trust Co | History | Added to | 25,290 | 2,456 | 0.04% | 0.04% | 855 | +803 | 3.28% | Q1 2026 | May 08, 2026 |
| Tudor Financial Inc. | History | Added to | 25,231 | 2,450 | 1.25% | 1.23% | 857 | +285 | 1.14% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 25,172 | 2,445 | 0.0% | 0.0% | 858 | -7,291 | -22.46% | Q1 2026 | May 05, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Added to | 25,113 | 2,439 | 1.94% | 1.89% | 860 | +477 | 1.94% | Q1 2026 | May 12, 2026 |
| Annandale Capital, LLC | History | Reduced | 25,113 | 2,439 | 0.34% | 0.29% | 859 | -448 | -1.75% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Reduced | 25,049 | 2,433 | 0.09% | 0.1% | 861 | -1,499 | -5.65% | Q1 2026 | Apr 28, 2026 |
| Westmount Partners, LLC | History | Reduced | 25,057 | 2,433 | 0.6% | 0.6% | 862 | -6 | -0.02% | Q1 2026 | Apr 16, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 25,045 | 2,432 | 0.75% | 0.69% | 863 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GEM Asset Management, LLC | History | No change | 24,974 | 2,425 | 1.07% | 1.09% | 864 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| KG Capital Management | History | Reduced | 24,928 | 2,421 | 1.74% | 0.62% | 865 | -1,040 | -4.0% | Q1 2026 | Apr 22, 2026 |
| Eukles Asset Management | History | Added to | 24,748 | 2,403 | 1.07% | 0.79% | 866 | +3,555 | 16.77% | Q1 2026 | May 05, 2026 |
| UNITED BANK | History | Added to | 24,730 | 2,402 | 0.31% | 0.26% | 867 | +4,347 | 21.33% | Q1 2026 | May 11, 2026 |
| B&D White Capital Company, LLC | History | No change | 24,691 | 2,398 | 0.3% | 0.27% | 868 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lexington Hill Partners, LLC | History | Reduced | 24,687 | 2,397 | 1.36% | 1.78% | 869 | -28 | -0.11% | Q1 2026 | Apr 16, 2026 |
| LOM Asset Management Ltd | History | Reduced | 24,670 | 2,396 | 0.69% | 0.69% | 870 | -65 | -0.26% | Q1 2026 | May 05, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 24,662 | 2,395 | 0.43% | 0.4% | 871 | -1,374 | -5.28% | Q1 2026 | Apr 29, 2026 |
| Horizons Wealth Management | History | Added to | 24,617 | 2,391 | 1.57% | 1.41% | 872 | +2,211 | 9.87% | Q1 2026 | Apr 02, 2026 |
| BANK OF HAWAII | History | Reduced | 24,601 | 2,389 | 0.13% | 0.12% | 873 | -92 | -0.37% | Q1 2026 | May 14, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 24,593 | 2,388 | 0.72% | 0.71% | 874 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 24,411 | 2,371 | 0.04% | 0.04% | 875 | +454 | 1.9% | Q1 2026 | May 04, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 24,352 | 2,365 | 1.87% | 1.8% | 876 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 24,284 | 2,358 | 0.04% | 0.04% | 877 | -20 | -0.08% | Q1 2026 | Apr 10, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 24,276 | 2,357 | 0.93% | 0.91% | 878 | -770 | -3.07% | Q1 2026 | Apr 07, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 24,254 | 2,355 | 0.35% | 0.34% | 879 | +100 | 0.41% | Q1 2026 | Apr 21, 2026 |
| DF DENT & CO INC | History | Added to | 24,137 | 2,344 | 0.04% | 0.03% | 880 | +285 | 1.19% | Q1 2026 | May 15, 2026 |
| Shoker Investment Counsel, Inc. | History | No change | 24,070 | 2,338 | 0.69% | 0.68% | 881 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Added to | 24,037 | 2,334 | 0.03% | 0.02% | 882 | +2,159 | 9.87% | Q1 2026 | Apr 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 23,897 | 2,333 | 0.0% | 0.01% | 883 | -53,842 | -69.26% | Q1 2026 | May 14, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 23,972 | 2,328 | 0.07% | 0.06% | 884 | +1,500 | 6.67% | Q1 2026 | May 14, 2026 |
| MOTCO | History | Reduced | 23,732 | 2,305 | 0.21% | 0.21% | 885 | -658 | -2.7% | Q1 2026 | Apr 22, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 23,704 | 2,302 | 0.43% | 0.26% | 886 | +7,768 | 48.74% | Q1 2026 | May 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 24,408 | 2,296 | 0.15% | 0.11% | 887 | -1,400 | -5.42% | Q1 2026 | Apr 24, 2026 |
| Embree Financial Group | History | Reduced | 23,646 | 2,296 | 0.27% | 0.28% | 888 | -52 | -0.22% | Q1 2026 | Apr 23, 2026 |
| Live Oak Private Wealth LLC | History | No change | 23,598 | 2,292 | 0.32% | 0.31% | 889 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Denver PWM, LLC | History | Reduced | 21,914 | 2,278 | 0.78% | 0.75% | 890 | -3,081 | -12.33% | Q1 2026 | May 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 23,262 | 2,259 | 0.07% | 0.08% | 891 | -3,080 | -11.69% | Q1 2026 | May 04, 2026 |
| Second Line Capital, LLC | History | Added to | 22,031 | 2,254 | 0.43% | 0.4% | 892 | +1,771 | 8.74% | Q1 2026 | May 14, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 23,200 | 2,253 | 1.81% | 2.01% | 893 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Efficient Advisors, LLC | History | Reduced | 23,165 | 2,249 | 0.16% | 0.14% | 894 | -2,532 | -9.85% | Q1 2026 | Apr 29, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 23,147 | 2,248 | 0.04% | 0.04% | 895 | -2,726 | -10.54% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 23,140 | 2,247 | 0.09% | — | 896 | +23,140 | New | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 23,039 | 2,237 | 0.12% | 0.41% | 897 | -72,678 | -75.93% | Q1 2026 | Apr 28, 2026 |
| Global Assets Advisory, LLC | History | New | 34,277 | 2,231 | 0.64% | — | 898 | +34,277 | New | Q1 2026 | May 01, 2026 |
| RiverGlades Family Offices LLC | History | New | 22,761 | 2,210 | 1.3% | — | 900 | +22,761 | New | Q1 2026 | May 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 22,756 | 2,210 | 0.09% | 0.09% | 899 | +250 | 1.11% | Q1 2026 | May 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 22,700 | 2,205 | 0.6% | 0.47% | 902 | +5,327 | 30.66% | Q1 2026 | Apr 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 22,702 | 2,205 | 0.06% | 0.06% | 901 | +242 | 1.08% | Q1 2026 | Apr 21, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 22,553 | 2,191 | 0.29% | 0.27% | 903 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 22,539 | 2,189 | 0.3% | 0.3% | 905 | -9 | -0.04% | Q1 2026 | Apr 17, 2026 |
| Optas, LLC | History | No change | 22,540 | 2,189 | 0.33% | 0.34% | 904 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| 1015 Capital Partners, LLC | History | No change | 22,493 | 2,184 | 2.12% | 2.12% | 906 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brightwater Advisory LLC | History | No change | 22,417 | 2,177 | 1.44% | 1.45% | 907 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 22,511 | 2,161 | 0.09% | 0.09% | 908 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Waldron Private Wealth LLC | History | No change | 22,238 | 2,160 | 0.08% | 0.08% | 909 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bank of New Hampshire | History | No change | 22,189 | 2,155 | 0.49% | 0.48% | 910 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fairway Wealth LLC | History | Reduced | 22,182 | 2,154 | 0.57% | 0.58% | 911 | -291 | -1.29% | Q1 2026 | Apr 23, 2026 |
| Regal Investment Advisors LLC | History | Added to | 22,126 | 2,149 | 0.12% | 0.12% | 912 | +1,382 | 6.66% | Q1 2026 | May 14, 2026 |
| Lighthouse Financial LLC | History | Reduced | 22,085 | 2,145 | 1.29% | 1.5% | 913 | -1,780 | -7.46% | Q1 2026 | May 13, 2026 |
| Busey Bank | History | Reduced | 22,041 | 2,140 | 0.06% | 0.06% | 914 | -72 | -0.33% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 22,221 | 2,133 | 0.04% | 0.04% | 915 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 21,841 | 2,121 | 0.04% | 0.04% | 916 | +926 | 4.43% | Q1 2026 | May 07, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 21,767 | 2,114 | 0.11% | 0.12% | 917 | -304 | -1.38% | Q1 2026 | Apr 29, 2026 |
| Americana Partners, LLC | History | No change | 21,746 | 2,112 | 0.05% | 0.06% | 918 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 21,687 | 2,106 | 0.93% | 0.95% | 919 | -357 | -1.62% | Q1 2026 | Apr 06, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 21,593 | 2,097 | 1.88% | 2.11% | 920 | -2,312 | -9.67% | Q1 2026 | May 11, 2026 |
| Fairman Group, LLC | History | No change | 21,538 | 2,091 | 1.79% | 1.65% | 921 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sage Mountain Advisors LLC | History | No change | 21,487 | 2,087 | 0.15% | 0.11% | 922 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Edge Financial Advisors LLC | History | No change | 21,718 | 2,085 | 0.88% | 0.88% | 923 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DAVIDSON TRUST CO | History | No change | 21,456 | 2,084 | 0.9% | 0.86% | 924 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wedmont Private Capital | History | Added to | 20,368 | 2,081 | 0.07% | 0.05% | 925 | +4,288 | 26.67% | Q1 2026 | Apr 09, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 21,293 | 2,068 | 0.3% | 0.27% | 926 | +6,358 | 42.57% | Q1 2026 | May 04, 2026 |
| Breachway Investments LLC | History | Added to | 20,978 | 2,068 | 1.98% | 2.12% | 927 | +63 | 0.3% | Q1 2026 | Apr 13, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 21,276 | 2,066 | 0.29% | 0.28% | 928 | -217 | -1.01% | Q1 2026 | May 11, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 21,252 | 2,064 | 0.18% | — | 929 | +21,252 | New | Q1 2026 | May 06, 2026 |
| Stephens Consulting, LLC | History | No change | 21,466 | 2,061 | 0.67% | 0.67% | 930 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 21,190 | 2,058 | 1.34% | 1.33% | 931 | -591 | -2.71% | Q1 2026 | May 11, 2026 |
| Newport Capital Group, LLC | History | Reduced | 21,164 | 2,055 | 1.25% | 1.34% | 932 | -1,649 | -7.23% | Q1 2026 | May 11, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 21,126 | 2,051 | 0.15% | 0.15% | 933 | +4 | 0.02% | Q1 2026 | May 05, 2026 |
| SEEDS INVESTOR LLC | History | New | 19,755 | 2,047 | 0.28% | — | 934 | +19,755 | New | Q1 2026 | May 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 21,034 | 2,043 | 0.22% | 0.22% | 935 | +217 | 1.04% | Q1 2026 | May 12, 2026 |
| Bank OZK | History | Reduced | 20,969 | 2,036 | 0.72% | 0.71% | 936 | -98 | -0.47% | Q1 2026 | May 13, 2026 |
| Greenline Partners, LLC | History | No change | 20,948 | 2,034 | 0.22% | 0.23% | 937 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 20,888 | 2,028 | 0.49% | 0.47% | 938 | +733 | 3.64% | Q1 2026 | Apr 20, 2026 |
| HORAN Wealth, LLC | History | Added to | 21,070 | 2,027 | 0.19% | 0.16% | 940 | +10,535 | 100.0% | Q1 2026 | May 08, 2026 |
| Berman McAleer LLC | History | Added to | 20,878 | 2,027 | 0.28% | 0.25% | 941 | +1,560 | 8.08% | Q1 2026 | Apr 17, 2026 |
| Athena Investment Management | History | No change | 20,869 | 2,027 | 1.05% | 1.03% | 939 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | Reduced | 20,735 | 2,016 | 0.09% | 0.09% | 942 | -125 | -0.6% | Q1 2026 | May 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 20,887 | 2,011 | 0.58% | 0.58% | 943 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 20,613 | 2,002 | 0.22% | 0.26% | 944 | -3,164 | -13.31% | Q1 2026 | May 11, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 20,571 | 1,998 | 0.57% | 0.6% | 945 | -1,745 | -7.82% | Q1 2026 | Apr 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 20,486 | 1,989 | 0.19% | 0.19% | 946 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CHEMUNG CANAL TRUST CO | History | Added to | 20,407 | 1,982 | 0.4% | 0.38% | 947 | +512 | 2.57% | Q1 2026 | Apr 22, 2026 |
| State of Tennessee, Department of Treasury | History | New | 20,397 | 1,981 | 0.01% | — | 948 | +20,397 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 20,297 | 1,971 | 0.07% | 0.04% | 949 | +7,240 | 55.45% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 20,229 | 1,964 | 0.07% | 0.07% | 950 | +257 | 1.29% | Q1 2026 | May 11, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 20,204 | 1,962 | 0.6% | 0.43% | 951 | +5,601 | 38.36% | Q1 2026 | Apr 17, 2026 |
| VeraBank, N.A. | History | No change | 20,184 | 1,960 | 0.36% | 0.35% | 952 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 20,172 | 1,959 | 0.85% | 0.83% | 953 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 20,004 | 1,942 | 0.26% | 0.25% | 954 | +80 | 0.4% | Q1 2026 | Apr 27, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 20,162 | 1,936 | 0.38% | 0.38% | 955 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| MidFirst Bank | History | No change | 19,933 | 1,936 | 0.16% | 0.15% | 956 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 19,903 | 1,933 | 0.1% | 0.11% | 957 | -1,187 | -5.63% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 19,838 | 1,926 | 0.07% | 0.07% | 958 | -812 | -3.93% | Q1 2026 | May 12, 2026 |
| Curated Wealth Partners LLC | History | No change | 19,810 | 1,924 | 0.24% | 0.21% | 959 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HALL LAURIE J TRUSTEE | History | Reduced | 19,779 | 1,921 | 0.68% | 0.7% | 960 | -2,100 | -9.6% | Q1 2026 | Apr 06, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 19,699 | 1,913 | 0.97% | 0.98% | 961 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 19,609 | 1,904 | 0.09% | 0.11% | 962 | -870 | -4.25% | Q1 2026 | Apr 15, 2026 |
| Brooklyn Investment Group | History | Added to | 19,346 | 1,879 | 0.06% | 0.08% | 963 | +2,178 | 12.69% | Q1 2026 | Apr 29, 2026 |
| Great Waters Wealth Management | History | Reduced | 19,349 | 1,879 | 0.2% | 0.21% | 964 | -175 | -0.9% | Q1 2026 | Apr 17, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 19,341 | 1,878 | 0.14% | 0.11% | 965 | +2,830 | 17.14% | Q1 2026 | May 07, 2026 |
| City Center Advisors, LLC | History | Reduced | 19,290 | 1,873 | 1.73% | 1.71% | 966 | -36 | -0.19% | Q1 2026 | Apr 07, 2026 |
| Bonfire Financial | History | Added to | 19,258 | 1,870 | 1.41% | 0.41% | 967 | +13,570 | 238.57% | Q1 2026 | May 06, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 19,244 | 1,869 | 0.25% | 0.25% | 968 | -203 | -1.04% | Q1 2026 | Apr 07, 2026 |
| Advisor OS, LLC | History | Reduced | 19,234 | 1,868 | 0.14% | 0.22% | 969 | -9,393 | -32.81% | Q1 2026 | May 07, 2026 |
| Veracity Capital LLC | History | Reduced | 19,206 | 1,865 | 0.67% | 0.56% | 970 | -554 | -2.8% | Q1 2026 | Apr 09, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 19,194 | 1,864 | 0.12% | 0.12% | 971 | -267 | -1.37% | Q1 2026 | Apr 29, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 19,190 | 1,863 | 0.07% | 0.08% | 972 | -6,352 | -24.87% | Q1 2026 | Apr 21, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 19,164 | 1,861 | 0.13% | 0.12% | 973 | +1,040 | 5.74% | Q1 2026 | May 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 19,162 | 1,861 | 0.13% | 0.12% | 974 | +817 | 4.45% | Q1 2026 | May 05, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 19,088 | 1,854 | 0.13% | 0.14% | 975 | -8 | -0.04% | Q1 2026 | May 05, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 19,036 | 1,848 | 0.0% | 0.01% | 976 | -59,605 | -75.79% | Q1 2026 | May 13, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 18,978 | 1,843 | 0.33% | 0.34% | 977 | -981 | -4.92% | Q1 2026 | Apr 07, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 18,748 | 1,821 | 0.33% | 0.33% | 978 | +250 | 1.35% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 18,745 | 1,820 | 0.08% | 0.05% | 979 | +8,687 | 86.37% | Q1 2026 | Apr 28, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 18,705 | 1,817 | 0.0% | — | 980 | +18,705 | New | Q1 2026 | May 15, 2026 |
| Rossmore Private Capital | History | Added to | 18,686 | 1,815 | 0.16% | 0.16% | 982 | +370 | 2.02% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 18,692 | 1,815 | 0.04% | 0.04% | 981 | -127 | -0.67% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 18,672 | 1,813 | 0.03% | 0.06% | 983 | -9,674 | -34.13% | Q1 2026 | May 15, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 18,652 | 1,811 | 0.11% | 0.13% | 984 | -50 | -0.27% | Q1 2026 | Apr 28, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 18,565 | 1,803 | 0.22% | 0.22% | 985 | -797 | -4.12% | Q1 2026 | Apr 23, 2026 |
| Moors & Cabot, Inc. | History | Added to | 18,371 | 1,784 | 0.08% | 0.07% | 986 | +220 | 1.21% | Q1 2026 | May 08, 2026 |
| Well Done, LLC | History | Added to | 18,217 | 1,769 | 0.26% | 0.23% | 987 | +1,927 | 11.83% | Q1 2026 | Apr 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 18,202 | 1,767 | 0.07% | 0.07% | 988 | +170 | 0.94% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 18,154 | 1,762 | 0.02% | 0.02% | 989 | -2,003 | -9.94% | Q1 2026 | May 13, 2026 |
| Factor Wealth Management LTD | History | Added to | 18,124 | 1,760 | 0.33% | 0.36% | 990 | +745 | 4.29% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 18,056 | 1,753 | 0.44% | 0.45% | 991 | -10 | -0.06% | Q1 2026 | Apr 17, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 17,954 | 1,743 | 0.49% | 0.5% | 992 | -828 | -4.41% | Q1 2026 | Apr 10, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 17,938 | 1,742 | 0.49% | 0.63% | 993 | -9,000 | -33.41% | Q1 2026 | Apr 22, 2026 |
| Hickory Point Bank & Trust | History | Added to | 17,547 | 1,704 | 1.12% | 1.12% | 995 | +1,457 | 9.06% | Q1 2026 | Apr 03, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 17,553 | 1,704 | 0.53% | 0.5% | 994 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 17,534 | 1,703 | 0.35% | 0.32% | 996 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MTM Investment Management, LLC | History | Added to | 17,510 | 1,700 | 0.54% | 0.51% | 997 | +901 | 5.42% | Q1 2026 | May 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 17,476 | 1,697 | 0.35% | 0.38% | 998 | -766 | -4.2% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | Added to | 71,550 | 1,695 | 0.22% | 0.15% | 999 | +58,350 | 442.05% | Q1 2026 | Apr 30, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 16,515 | 1,684 | 0.32% | 0.33% | 1000 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 17,332 | 1,683 | 0.9% | 1.77% | 1001 | -15,489 | -47.19% | Q1 2026 | Apr 20, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 17,774 | 1,671 | 0.1% | 0.07% | 1002 | +3,603 | 25.43% | Q1 2026 | May 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 17,176 | 1,668 | 0.57% | 0.42% | 1005 | +6,193 | 56.39% | Q1 2026 | May 14, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 17,174 | 1,668 | 1.11% | 1.13% | 1004 | -20 | -0.12% | Q1 2026 | May 04, 2026 |
| DAVIS R M INC | History | No change | 17,181 | 1,668 | 0.03% | 0.03% | 1003 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 16,998 | 1,651 | 0.09% | 0.08% | 1006 | +43 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Reduced | 16,991 | 1,650 | 0.14% | 0.12% | 1007 | -95 | -0.56% | Q1 2026 | May 07, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 17,187 | 1,650 | 0.18% | 0.18% | 1008 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 16,973 | 1,648 | 0.08% | 0.1% | 1009 | -3,456 | -16.92% | Q1 2026 | May 07, 2026 |
| NORDEN GROUP LLC | History | Reduced | 16,971 | 1,648 | 0.16% | 0.16% | 1010 | -258 | -1.5% | Q1 2026 | Apr 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 16,951 | 1,646 | 0.89% | 0.72% | 1011 | +3,403 | 25.12% | Q1 2026 | May 14, 2026 |
| Alpine Bank Wealth Management | History | No change | 16,892 | 1,640 | 0.24% | 0.23% | 1012 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 16,882 | 1,639 | 1.0% | 1.11% | 1013 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BAHL & GAYNOR INC | History | Added to | 16,846 | 1,636 | 0.01% | 0.01% | 1015 | +1,077 | 6.83% | Q1 2026 | May 07, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 16,845 | 1,636 | 2.05% | 1.9% | 1014 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GREENWOOD GEARHART LLC | History | New | 16,824 | 1,634 | 0.09% | — | 1016 | +16,824 | New | Q1 2026 | May 06, 2026 |
| FDx Advisors, Inc. | History | Added to | 16,799 | 1,632 | 0.52% | 0.8% | 1017 | +498 | 3.06% | Q1 2026 | May 01, 2026 |
| Michels Family Financial, LLC | History | Added to | 16,762 | 1,628 | 1.17% | 1.18% | 1018 | +77 | 0.46% | Q1 2026 | Apr 24, 2026 |
| Savior LLC | History | Reduced | 16,745 | 1,626 | 5.8% | 5.93% | 1019 | -358 | -2.09% | Q1 2026 | Apr 21, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 16,714 | 1,623 | 0.04% | 0.03% | 1020 | +67 | 0.4% | Q1 2026 | Apr 17, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 16,608 | 1,613 | 0.38% | 0.24% | 1021 | +5,995 | 56.49% | Q1 2026 | May 07, 2026 |
| WLTH Capital Management, LLC | History | Reduced | 16,559 | 1,608 | 1.26% | 1.4% | 1023 | -861 | -4.94% | Q1 2026 | Apr 10, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 16,561 | 1,608 | 0.42% | 0.45% | 1022 | -325 | -1.92% | Q1 2026 | Apr 21, 2026 |
| Zhang Financial LLC | History | Added to | 16,549 | 1,607 | 0.06% | 0.06% | 1024 | +151 | 0.92% | Q1 2026 | May 06, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 16,541 | 1,606 | 3.75% | — | 1025 | +16,541 | New | Q1 2026 | May 07, 2026 |
| CSM Advisors, LLC | History | Added to | 16,500 | 1,603 | 0.04% | 0.04% | 1026 | +1,600 | 10.74% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 16,476 | 1,600 | 0.03% | 0.03% | 1027 | +1,484 | 9.9% | Q1 2026 | Apr 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 16,444 | 1,597 | 0.1% | 0.09% | 1028 | +2,197 | 15.42% | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 16,412 | 1,594 | 0.1% | 0.1% | 1029 | +390 | 2.43% | Q1 2026 | Apr 23, 2026 |
| Haverford Trust Co | History | Added to | 16,403 | 1,593 | 0.01% | 0.01% | 1030 | +2,577 | 18.64% | Q1 2026 | May 11, 2026 |
| EQUITABLE TRUST CO | History | No change | 16,380 | 1,590 | 0.07% | 0.07% | 1031 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 16,341 | 1,587 | 0.0% | 0.0% | 1032 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 16,333 | 1,586 | 0.1% | 0.1% | 1034 | -418 | -2.5% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 16,334 | 1,586 | 0.06% | 0.05% | 1033 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trust Point Inc. | History | Reduced | 16,230 | 1,576 | 0.14% | 0.13% | 1035 | -360 | -2.17% | Q1 2026 | Apr 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 16,222 | 1,575 | 0.11% | 0.11% | 1036 | -100 | -0.61% | Q1 2026 | May 06, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 16,138 | 1,567 | 0.68% | 0.66% | 1037 | -78 | -0.48% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 16,092 | 1,562 | 0.01% | 0.02% | 1038 | -14,354 | -47.15% | Q1 2026 | May 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 15,256 | 1,558 | 0.43% | 0.47% | 1039 | -2,706 | -15.07% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 15,945 | 1,548 | 0.02% | 0.02% | 1040 | -887 | -5.27% | Q1 2026 | May 12, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 15,829 | 1,537 | 0.78% | 0.61% | 1041 | +717 | 4.74% | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 15,817 | 1,536 | 0.11% | 0.13% | 1042 | -115 | -0.72% | Q1 2026 | May 18, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 15,808 | 1,535 | 0.04% | 0.04% | 1043 | +7 | 0.04% | Q1 2026 | Apr 27, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 15,790 | 1,533 | 0.21% | 0.18% | 1044 | +2,626 | 19.95% | Q1 2026 | Apr 21, 2026 |
| Legacy Bridge, LLC | History | Added to | 15,749 | 1,529 | 0.58% | 0.61% | 1045 | +115 | 0.74% | Q1 2026 | May 14, 2026 |
| Triasima Portfolio Management inc. | History | Reduced | 15,718 | 1,526 | 0.23% | 0.24% | 1046 | -1,032 | -6.16% | Q1 2026 | Apr 24, 2026 |
| MAIRS & POWER INC | History | Added to | 15,702 | 1,525 | 0.02% | 0.01% | 1047 | +3,609 | 29.84% | Q1 2026 | May 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 15,709 | 1,525 | 0.81% | 0.84% | 1048 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Patten Group, Inc. | History | Added to | 15,677 | 1,522 | 0.26% | 0.26% | 1049 | +856 | 5.78% | Q1 2026 | Apr 24, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 15,668 | 1,521 | 0.08% | 0.07% | 1050 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 15,647 | 1,519 | 0.05% | 0.04% | 1051 | +2,822 | 22.0% | Q1 2026 | Apr 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 15,748 | 1,512 | 0.07% | 0.07% | 1052 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 15,562 | 1,511 | 0.33% | 0.32% | 1053 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Firestone Capital Management | History | Reduced | 15,522 | 1,507 | 0.31% | 0.32% | 1054 | -243 | -1.54% | Q1 2026 | May 08, 2026 |
| Legacy Advisors, LLC | History | No change | 15,500 | 1,505 | 0.18% | 0.16% | 1055 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 15,486 | 1,504 | 1.47% | 1.45% | 1056 | -376 | -2.37% | Q1 2026 | Apr 14, 2026 |
| Journey Advisory Group, LLC | History | Added to | 15,478 | 1,500 | 0.13% | 0.12% | 1057 | +60 | 0.39% | Q1 2026 | May 05, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 15,566 | 1,496 | 0.27% | 0.27% | 1058 | +11 | 0.07% | Q1 2026 | May 04, 2026 |
| TFC Financial Management, Inc. | History | No change | 15,344 | 1,490 | 0.18% | 0.18% | 1059 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PFG Investments, LLC | History | Added to | 15,322 | 1,488 | 0.07% | 0.05% | 1060 | +5,031 | 48.89% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,473 | 1,485 | 0.05% | 0.05% | 1061 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 15,289 | 1,484 | 0.82% | 0.26% | 1063 | +10,960 | 253.18% | Q1 2026 | Apr 16, 2026 |
| Wolff Financial Management LLC | History | Reduced | 15,280 | 1,484 | 0.33% | 0.33% | 1062 | -229 | -1.48% | Q1 2026 | Apr 15, 2026 |
| Cambridge Advisors Inc. | History | No change | 15,182 | 1,474 | 0.29% | 0.28% | 1064 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 15,139 | 1,470 | 0.2% | 0.22% | 1065 | +13 | 0.09% | Q1 2026 | May 08, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 15,128 | 1,469 | 0.3% | 0.32% | 1066 | -938 | -5.84% | Q1 2026 | Apr 15, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 15,104 | 1,467 | 0.56% | 0.42% | 1067 | -3,032 | -16.72% | Q1 2026 | May 04, 2026 |
| Texas Yale Capital Corp. | History | No change | 15,075 | 1,464 | 0.04% | 0.04% | 1068 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 15,049 | 1,461 | 0.29% | 0.3% | 1069 | +19 | 0.13% | Q1 2026 | May 14, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 15,047 | 1,461 | 0.66% | 0.62% | 1070 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 14,982 | 1,455 | 0.2% | 0.22% | 1071 | +465 | 3.2% | Q1 2026 | May 08, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 14,369 | 1,454 | 0.35% | 0.36% | 1072 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Affiance Financial, LLC | History | No change | 14,967 | 1,453 | 0.24% | 0.23% | 1073 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 14,855 | 1,442 | 0.13% | 0.13% | 1074 | +1 | 0.01% | Q1 2026 | Apr 22, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 14,660 | 1,423 | 0.11% | 0.11% | 1075 | -332 | -2.21% | Q1 2026 | Apr 09, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 14,632 | 1,421 | 0.4% | 0.42% | 1076 | -14,632 | -50.0% | Q1 2026 | Apr 16, 2026 |
| Hudson Portfolio Management LLC | History | No change | 14,594 | 1,417 | 1.19% | 1.21% | 1077 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 14,569 | 1,415 | 0.12% | 0.13% | 1078 | -389 | -2.6% | Q1 2026 | May 05, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 14,549 | 1,413 | 0.26% | 0.29% | 1079 | -390 | -2.61% | Q1 2026 | Apr 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 14,542 | 1,412 | 0.42% | 0.43% | 1080 | +226 | 1.58% | Q1 2026 | Apr 06, 2026 |
| Emprise Bank | History | No change | 14,452 | 1,403 | 0.56% | 0.58% | 1081 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 14,437 | 1,402 | 0.53% | 0.55% | 1082 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 14,310 | 1,389 | 0.09% | 0.1% | 1083 | -631 | -4.22% | Q1 2026 | Apr 29, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 14,292 | 1,388 | 0.11% | 0.11% | 1084 | +185 | 1.31% | Q1 2026 | May 06, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 14,251 | 1,384 | 0.1% | 0.09% | 1085 | +2,796 | 24.41% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 14,193 | 1,378 | 0.1% | 0.11% | 1086 | -1,365 | -8.77% | Q1 2026 | May 12, 2026 |
| Apeiron RIA LLC | History | Added to | 14,142 | 1,373 | 0.32% | 0.26% | 1087 | +1,516 | 12.01% | Q1 2026 | Apr 27, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 14,070 | 1,366 | 0.07% | 0.07% | 1088 | -310 | -2.16% | Q1 2026 | Apr 13, 2026 |
| Valued Retirements, Inc. | History | No change | 14,071 | 1,366 | 1.34% | 1.32% | 1089 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 14,007 | 1,360 | 0.81% | 0.83% | 1090 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 13,994 | 1,359 | 0.14% | 0.13% | 1091 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aspen Capital Management, LLC | History | No change | 14,000 | 1,359 | 0.34% | 0.33% | 1092 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Global Trust Wealth Management LLC | History | No change | 13,980 | 1,357 | 1.03% | 0.99% | 1093 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 13,922 | 1,352 | 0.32% | 0.13% | 1094 | +8,174 | 142.21% | Q1 2026 | Apr 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 13,916 | 1,351 | 0.05% | 0.03% | 1095 | +11,267 | 425.33% | Q1 2026 | May 15, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 13,841 | 1,344 | 0.05% | 0.05% | 1096 | +216 | 1.59% | Q1 2026 | Apr 16, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 13,823 | 1,342 | 0.02% | 0.02% | 1097 | +1,000 | 7.8% | Q1 2026 | Apr 08, 2026 |
| Heritage Wealth Advisors | History | Reduced | 13,806 | 1,341 | 0.05% | 0.61% | 1098 | -152,109 | -91.68% | Q1 2026 | May 13, 2026 |
| Members Trust Co | History | Reduced | 13,801 | 1,340 | 0.04% | 0.04% | 1099 | -162 | -1.16% | Q1 2026 | May 04, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 13,768 | 1,337 | 0.2% | 0.17% | 1100 | +1,660 | 13.71% | Q1 2026 | Apr 21, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 13,758 | 1,336 | 0.15% | 0.14% | 1101 | +695 | 5.32% | Q1 2026 | Apr 10, 2026 |
| CGN Advisors LLC | History | Reduced | 13,708 | 1,331 | 0.11% | 0.11% | 1102 | -466 | -3.29% | Q1 2026 | Apr 13, 2026 |
| Red Tortoise LLC | History | Reduced | 13,713 | 1,331 | 0.55% | 0.56% | 1103 | -4 | -0.03% | Q1 2026 | Apr 21, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 13,689 | 1,329 | 0.54% | 0.54% | 1104 | -460 | -3.25% | Q1 2026 | Apr 08, 2026 |
| Long Road Investment Counsel, LLC | History | Added to | 13,640 | 1,324 | 0.52% | 0.49% | 1105 | +300 | 2.25% | Q1 2026 | May 08, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 13,521 | 1,313 | 0.18% | 0.2% | 1106 | -574 | -4.07% | Q1 2026 | Apr 20, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 13,432 | 1,304 | 0.65% | 0.7% | 1107 | +91 | 0.68% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 13,414 | 1,302 | 0.05% | 0.06% | 1108 | -144 | -1.06% | Q1 2026 | May 07, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 13,357 | 1,297 | 0.57% | 0.58% | 1110 | -179 | -1.32% | Q1 2026 | May 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 13,360 | 1,297 | 0.1% | 0.1% | 1109 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 13,315 | 1,293 | 0.16% | 0.16% | 1111 | -132 | -0.98% | Q1 2026 | Apr 27, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 13,247 | 1,286 | 0.19% | 0.18% | 1112 | +185 | 1.42% | Q1 2026 | May 07, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 13,213 | 1,283 | 0.26% | 0.24% | 1113 | +1,475 | 12.57% | Q1 2026 | Apr 20, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 13,213 | 1,283 | 0.38% | 0.38% | 1114 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunflower Bank, N.A. | History | No change | 13,190 | 1,281 | 0.33% | 0.32% | 1115 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 13,140 | 1,276 | 0.07% | 0.07% | 1116 | +276 | 2.15% | Q1 2026 | Apr 13, 2026 |
| GW&K Investment Management, LLC | History | Added to | 13,098 | 1,272 | 0.01% | 0.01% | 1117 | +169 | 1.31% | Q1 2026 | May 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 13,034 | 1,265 | 0.11% | 0.1% | 1118 | -227 | -1.71% | Q1 2026 | May 11, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 12,392 | 1,263 | 0.09% | 0.1% | 1119 | -2,653 | -17.63% | Q1 2026 | May 12, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 12,967 | 1,259 | 0.21% | 0.21% | 1120 | -215 | -1.63% | Q1 2026 | Apr 08, 2026 |
| Aspen Investment Management Inc | History | Added to | 12,903 | 1,253 | 0.38% | 0.37% | 1122 | +223 | 1.76% | Q1 2026 | Apr 15, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 12,903 | 1,253 | 0.28% | 0.29% | 1121 | -106 | -0.81% | Q1 2026 | Apr 21, 2026 |
| CERTUITY, LLC | History | Reduced | 12,839 | 1,247 | 0.08% | 0.11% | 1123 | -4,570 | -26.25% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 12,802 | 1,243 | 0.11% | 0.12% | 1124 | +171 | 1.35% | Q1 2026 | May 06, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 12,750 | 1,238 | 0.2% | 0.04% | 1125 | +10,292 | 418.71% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 12,729 | 1,236 | 0.0% | 0.01% | 1126 | -99,711 | -88.68% | Q1 2026 | May 14, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 12,720 | 1,235 | 0.3% | 0.3% | 1128 | -76 | -0.59% | Q1 2026 | May 12, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 12,720 | 1,235 | 0.03% | 0.03% | 1127 | -34 | -0.27% | Q1 2026 | May 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 12,686 | 1,232 | 0.1% | 0.1% | 1129 | -31 | -0.24% | Q1 2026 | Apr 20, 2026 |
| Corundum Trust Company, INC | History | Added to | 12,651 | 1,228 | 2.8% | 2.69% | 1130 | +332 | 2.7% | Q1 2026 | Apr 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 12,620 | 1,225 | 0.04% | 0.04% | 1131 | +803 | 6.8% | Q1 2026 | Apr 16, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 12,598 | 1,223 | 0.09% | 0.07% | 1132 | +1,695 | 15.55% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 12,594 | 1,223 | 0.29% | 0.31% | 1133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 12,701 | 1,219 | 0.11% | 0.11% | 1134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Paladin Advisory Group, LLC | History | No change | 12,505 | 1,214 | 0.92% | 0.88% | 1135 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 12,482 | 1,212 | 1.18% | 0.73% | 1138 | +1,915 | 18.12% | Q1 2026 | Apr 15, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 12,480 | 1,212 | 0.05% | 0.05% | 1136 | -1,108 | -8.15% | Q1 2026 | Apr 28, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 12,479 | 1,212 | 0.21% | 0.22% | 1137 | -968 | -7.2% | Q1 2026 | Apr 17, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 12,436 | 1,207 | 0.28% | 0.29% | 1139 | -674 | -5.14% | Q1 2026 | May 13, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 12,421 | 1,206 | 0.51% | 0.48% | 1140 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| River Wealth Advisors LLC | History | Reduced | 12,401 | 1,204 | 0.14% | 0.14% | 1141 | -312 | -2.45% | Q1 2026 | May 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 11,779 | 1,200 | 0.18% | 0.16% | 1143 | +1,186 | 11.2% | Q1 2026 | Apr 16, 2026 |
| Bank of Marin | History | Added to | 12,363 | 1,200 | 0.88% | 0.8% | 1142 | +241 | 1.99% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 12,345 | 1,199 | 0.05% | 0.05% | 1144 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 12,322 | 1,196 | 0.13% | 0.13% | 1145 | -425 | -3.33% | Q1 2026 | May 01, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 12,250 | 1,189 | 0.28% | 0.27% | 1146 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ledyard National Bank | History | Reduced | 12,235 | 1,188 | 0.1% | 0.12% | 1147 | -1,788 | -12.75% | Q1 2026 | Apr 24, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 12,149 | 1,180 | 0.13% | 0.11% | 1148 | +1,025 | 9.21% | Q1 2026 | Apr 15, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 12,149 | 1,180 | 0.33% | 0.31% | 1149 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| REBALANCE, LLC | History | No change | 12,138 | 1,178 | 0.07% | 0.07% | 1150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Radnor Capital Management, LLC | History | No change | 12,100 | 1,175 | 0.17% | 0.17% | 1151 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Next Capital Management LLC | History | Added to | 12,009 | 1,166 | 0.35% | 0.31% | 1152 | +1,793 | 17.55% | Q1 2026 | May 07, 2026 |
| Leo Wealth, LLC | History | Added to | 12,004 | 1,165 | 0.08% | 0.08% | 1153 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 12,358 | 1,162 | 0.18% | 0.19% | 1154 | -448 | -3.5% | Q1 2026 | May 07, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 11,955 | 1,161 | 0.15% | 0.17% | 1155 | +201 | 1.71% | Q1 2026 | Apr 28, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 11,946 | 1,160 | 0.33% | 0.34% | 1156 | -74 | -0.62% | Q1 2026 | Apr 23, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 11,873 | 1,153 | 0.11% | 0.11% | 1157 | -264 | -2.18% | Q1 2026 | May 07, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 11,863 | 1,152 | 0.25% | — | 1159 | +11,863 | New | Q1 2026 | May 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 11,861 | 1,152 | 0.0% | 0.0% | 1158 | +3,688 | 45.12% | Q1 2026 | May 08, 2026 |
| Baron Wealth Management LLC | History | No change | 11,854 | 1,151 | 0.34% | 0.35% | 1160 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 11,847 | 1,150 | 0.07% | 0.07% | 1161 | +1,438 | 13.81% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,848 | 1,150 | 0.05% | 0.05% | 1162 | +560 | 4.96% | Q1 2026 | Apr 28, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 11,814 | 1,147 | 0.53% | 0.44% | 1163 | +2,004 | 20.43% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 11,606 | 1,144 | 0.06% | 0.05% | 1166 | +783 | 7.23% | Q1 2026 | Apr 27, 2026 |
| LCNB CORP | History | Added to | 11,784 | 1,144 | 0.38% | 0.36% | 1164 | +500 | 4.43% | Q1 2026 | May 11, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 11,779 | 1,144 | 0.05% | 0.04% | 1165 | +18 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Missouri Trust & Investment Co | History | Added to | 11,707 | 1,137 | 0.33% | 0.26% | 1167 | +2,484 | 26.93% | Q1 2026 | May 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 11,665 | 1,133 | 0.04% | 0.04% | 1168 | +140 | 1.21% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 11,645 | 1,131 | 0.05% | 0.04% | 1169 | +1,188 | 11.36% | Q1 2026 | May 11, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 11,648 | 1,131 | 0.66% | 0.62% | 1170 | +538 | 4.84% | Q1 2026 | May 11, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 11,643 | 1,130 | 0.28% | 0.29% | 1171 | +63 | 0.54% | Q1 2026 | May 07, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 11,621 | 1,128 | 0.16% | 0.13% | 1172 | +1,684 | 16.95% | Q1 2026 | Apr 08, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 11,604 | 1,127 | 0.78% | 0.71% | 1173 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 11,545 | 1,121 | 0.24% | 0.24% | 1174 | -458 | -3.82% | Q1 2026 | May 13, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 11,536 | 1,120 | 0.06% | 0.09% | 1175 | -5,915 | -33.89% | Q1 2026 | Apr 13, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 11,409 | 1,118 | 0.6% | 1.09% | 1176 | -7,776 | -40.53% | Q1 2026 | May 11, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,480 | 1,115 | 0.33% | 0.33% | 1177 | +99 | 0.87% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Co / SC | History | Reduced | 11,464 | 1,113 | 0.15% | 0.16% | 1178 | -823 | -6.7% | Q1 2026 | May 12, 2026 |
| JSF Financial, LLC | History | Added to | 11,456 | 1,112 | 0.22% | 0.21% | 1179 | +784 | 7.35% | Q1 2026 | May 07, 2026 |
| Hamilton Wealth, LLC | History | Added to | 11,446 | 1,111 | 0.08% | 0.1% | 1180 | +5,723 | 100.0% | Q1 2026 | May 18, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 11,387 | 1,106 | 0.02% | 0.02% | 1181 | -150 | -1.3% | Q1 2026 | May 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 11,377 | 1,105 | 0.23% | 0.23% | 1182 | +141 | 1.25% | Q1 2026 | May 08, 2026 |
| David J Yvars Group | History | Reduced | 11,335 | 1,101 | 0.62% | 0.59% | 1183 | -280 | -2.41% | Q1 2026 | Apr 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 11,318 | 1,099 | 0.07% | 0.08% | 1185 | -1,359 | -10.72% | Q1 2026 | Apr 27, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 11,316 | 1,099 | 0.2% | 0.19% | 1186 | +526 | 4.87% | Q1 2026 | May 15, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 11,446 | 1,099 | 0.04% | 0.04% | 1184 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TRUEFG, LLC | History | Reduced | 11,302 | 1,097 | 0.29% | 0.29% | 1187 | -45 | -0.4% | Q1 2026 | Apr 22, 2026 |
| MBL Wealth, LLC | History | Reduced | 11,265 | 1,094 | 0.08% | 0.09% | 1189 | -480 | -4.09% | Q1 2026 | Apr 28, 2026 |
| Seven Post Investment Office LP | History | No change | 11,268 | 1,094 | 0.35% | 0.39% | 1188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 11,222 | 1,089 | 0.03% | 0.07% | 1190 | -14,586 | -56.52% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | No change | 11,203 | 1,088 | 0.07% | 0.07% | 1191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Partners in Financial Planning | History | Reduced | 11,183 | 1,086 | 0.18% | 0.19% | 1192 | -476 | -4.08% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 11,166 | 1,084 | 0.03% | 0.03% | 1193 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 11,126 | 1,080 | 0.05% | 0.04% | 1194 | +2,629 | 30.94% | Q1 2026 | Apr 29, 2026 |
| Invesco Ltd. | History | Reduced | 11,089 | 1,077 | 0.0% | 0.0% | 1195 | -49,605 | -81.73% | Q1 2026 | May 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 11,054 | 1,073 | 0.08% | 0.07% | 1196 | +1,097 | 11.02% | Q1 2026 | May 12, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 11,037 | 1,072 | 0.15% | 0.13% | 1197 | +920 | 9.09% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 10,947 | 1,063 | 0.02% | 0.02% | 1198 | +15 | 0.14% | Q1 2026 | Apr 17, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 10,940 | 1,062 | 0.04% | 0.03% | 1199 | +1,765 | 19.24% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 10,880 | 1,057 | 0.0% | 0.0% | 1200 | +263 | 2.48% | Q1 2026 | May 14, 2026 |
| Ramiah Investment Group | History | Reduced | 10,855 | 1,054 | 1.06% | 3.42% | 1201 | -25,549 | -70.18% | Q1 2026 | Apr 21, 2026 |
| 21 West Wealth Management LLC | History | No change | 10,846 | 1,053 | 0.98% | 0.95% | 1202 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NATIXIS | History | Reduced | 10,826 | 1,051 | 0.0% | 0.01% | 1203 | -6,920 | -38.99% | Q1 2026 | May 14, 2026 |
| Breakwater Capital Group | History | Reduced | 10,829 | 1,051 | 0.14% | 0.15% | 1204 | -52 | -0.48% | Q1 2026 | Apr 20, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 10,807 | 1,049 | 0.16% | 0.16% | 1205 | +187 | 1.76% | Q1 2026 | Apr 22, 2026 |
| Empower Advisory Group, LLC | History | Added to | 10,785 | 1,047 | 0.0% | 0.0% | 1207 | +4,777 | 79.51% | Q1 2026 | May 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 10,789 | 1,047 | 0.09% | 0.09% | 1206 | -653 | -5.71% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 10,615 | 1,046 | 0.07% | 0.04% | 1208 | +5,243 | 97.6% | Q1 2026 | May 01, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 10,776 | 1,046 | 0.7% | 0.72% | 1209 | -299 | -2.7% | Q1 2026 | May 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 10,758 | 1,044 | 0.24% | 0.23% | 1210 | +100 | 0.94% | Q1 2026 | May 14, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 10,710 | 1,040 | 0.41% | 0.41% | 1211 | -375 | -3.38% | Q1 2026 | May 12, 2026 |
| Lynch Investment Planning, LLC | History | Reduced | 10,692 | 1,038 | 0.93% | 1.11% | 1213 | -1,360 | -11.28% | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 10,693 | 1,038 | 0.18% | 0.18% | 1212 | -684 | -6.01% | Q1 2026 | May 06, 2026 |
| Capital Planning Advisors, LLC | History | No change | 10,650 | 1,034 | 0.15% | 0.14% | 1214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 10,636 | 1,033 | 0.14% | 0.13% | 1215 | +680 | 6.83% | Q1 2026 | Apr 09, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 10,566 | 1,026 | 0.31% | 0.1% | 1216 | +7,370 | 230.6% | Q1 2026 | Apr 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 10,513 | 1,021 | 0.27% | 0.26% | 1217 | +798 | 8.21% | Q1 2026 | May 11, 2026 |
| 55 North Private Wealth, LLC | History | No change | 10,519 | 1,021 | 0.26% | 0.27% | 1218 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Schusterman Interests, LLC | History | No change | 10,460 | 1,015 | 0.26% | 0.23% | 1219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 10,455 | 1,015 | 0.45% | 0.46% | 1220 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HEADINVEST, LLC | History | Reduced | 10,445 | 1,014 | 0.21% | 0.22% | 1221 | -969 | -8.49% | Q1 2026 | May 15, 2026 |
| ESL Trust Services, LLC | History | Added to | 10,447 | 1,014 | 0.19% | 0.19% | 1222 | +203 | 1.98% | Q1 2026 | May 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 10,154 | 1,009 | 0.07% | 0.07% | 1223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 10,357 | 1,005 | 0.02% | 0.02% | 1224 | -225 | -2.13% | Q1 2026 | Apr 17, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 10,339 | 1,004 | 0.57% | 0.61% | 1225 | -887 | -7.9% | Q1 2026 | Apr 22, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 10,327 | 1,003 | 0.18% | 0.18% | 1226 | +127 | 1.25% | Q1 2026 | Apr 15, 2026 |
| Garde Capital, Inc. | History | Added to | 10,296 | 1,000 | 0.06% | 0.05% | 1227 | +1,451 | 16.4% | Q1 2026 | Apr 28, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 10,266 | 997 | 0.01% | 0.01% | 1228 | -134 | -1.29% | Q1 2026 | May 04, 2026 |
| Private Wealth Group, LLC | History | No change | 10,262 | 996 | 0.46% | 0.47% | 1229 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Flatrock Wealth Partners LLC | History | New | 10,239 | 994 | 0.45% | — | 1230 | +10,239 | New | Q1 2026 | Apr 29, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 10,228 | 993 | 0.2% | 0.22% | 1231 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 10,218 | 992 | 0.41% | 0.41% | 1232 | -126 | -1.22% | Q1 2026 | Apr 23, 2026 |
| Stephenson & Company, Inc. | History | Reduced | 10,218 | 992 | 0.54% | 0.54% | 1233 | -39 | -0.38% | Q1 2026 | May 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 10,195 | 990 | 0.07% | 0.08% | 1235 | -2,317 | -18.52% | Q1 2026 | May 05, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 10,197 | 990 | 0.73% | 0.7% | 1234 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 10,377 | 987 | 0.01% | 0.03% | 1236 | -35,414 | -77.34% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 10,152 | 986 | 0.06% | 0.06% | 1237 | +110 | 1.1% | Q1 2026 | May 05, 2026 |
| DECISION INVESTMENTS, INC | History | Added to | 10,125 | 983 | 1.12% | 1.06% | 1238 | +50 | 0.5% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 10,120 | 982 | 0.11% | 0.1% | 1239 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 10,110 | 981 | 0.25% | 0.19% | 1240 | +2,460 | 32.16% | Q1 2026 | Apr 08, 2026 |
| Vantus Wealth LLC | History | No change | 10,199 | 979 | 0.72% | 0.72% | 1241 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bath Savings Trust Co | History | Added to | 10,074 | 978 | 0.1% | 0.08% | 1242 | +1,255 | 14.23% | Q1 2026 | Apr 07, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 10,070 | 978 | 0.19% | 0.16% | 1244 | +404 | 4.18% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,078 | 978 | 0.01% | 0.01% | 1243 | +193 | 1.95% | Q1 2026 | Apr 07, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 10,053 | 976 | 0.3% | 0.29% | 1245 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 10,010 | 972 | 0.3% | 0.29% | 1246 | -9 | -0.09% | Q1 2026 | Apr 13, 2026 |
| Bedminster, LLC | History | Reduced | 9,994 | 970 | 0.9% | 0.98% | 1247 | -1,095 | -9.87% | Q1 2026 | Apr 24, 2026 |
| McIlrath & Eck, LLC | History | No change | 9,978 | 969 | 0.07% | 0.09% | 1248 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BURNEY CO/ | History | Reduced | 9,967 | 968 | 0.03% | 0.03% | 1249 | -14 | -0.14% | Q1 2026 | Apr 29, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 9,968 | 968 | 0.33% | 0.33% | 1250 | -13 | -0.13% | Q1 2026 | May 08, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 9,954 | 966 | 0.8% | 0.8% | 1251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 9,919 | 963 | 0.3% | 0.31% | 1252 | -39 | -0.39% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 9,900 | 961 | 0.0% | 0.01% | 1253 | -73,500 | -88.13% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 9,867 | 958 | 0.06% | 0.06% | 1254 | -32 | -0.32% | Q1 2026 | May 04, 2026 |
| Holistic Financial Partners | History | Reduced | 9,863 | 957 | 0.36% | 0.34% | 1255 | -35 | -0.35% | Q1 2026 | May 05, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 9,750 | 947 | 0.18% | 0.18% | 1256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 9,755 | 947 | 0.05% | 0.05% | 1257 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Eagle Strategies LLC | History | Added to | 9,728 | 944 | 0.11% | 0.11% | 1258 | +709 | 7.86% | Q1 2026 | Apr 20, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 9,715 | 943 | 0.25% | 0.25% | 1259 | -25 | -0.26% | Q1 2026 | Apr 23, 2026 |
| InvesTrust | History | Added to | 9,698 | 941 | 0.4% | 0.35% | 1261 | +270 | 2.86% | Q1 2026 | Apr 07, 2026 |
| Noble Wealth Management PBC | History | Added to | 9,697 | 941 | 0.47% | 0.47% | 1262 | +40 | 0.41% | Q1 2026 | Apr 02, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 9,696 | 941 | 0.13% | 0.13% | 1260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Marietta Wealth Management, LLC | History | No change | 9,688 | 940 | 0.11% | 0.11% | 1263 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 9,669 | 939 | 0.03% | 0.03% | 1264 | +24 | 0.25% | Q1 2026 | Apr 29, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 9,643 | 936 | 0.0% | 0.0% | 1265 | -246 | -2.49% | Q1 2026 | May 08, 2026 |
| RKL Wealth Management LLC | History | No change | 9,605 | 932 | 0.08% | 0.08% | 1266 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 9,579 | 930 | 0.24% | 0.22% | 1267 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 9,541 | 926 | 0.06% | 0.05% | 1268 | +104 | 1.1% | Q1 2026 | May 12, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 9,537 | 926 | 0.81% | 0.78% | 1269 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 9,506 | 923 | 0.64% | 0.83% | 1270 | -2,767 | -22.55% | Q1 2026 | Apr 08, 2026 |
| Truepoint, Inc. | History | Reduced | 9,498 | 922 | 0.02% | 0.02% | 1271 | -1,332 | -12.3% | Q1 2026 | May 08, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 9,475 | 920 | 0.06% | 0.06% | 1272 | +190 | 2.05% | Q1 2026 | Apr 16, 2026 |
| Thomasville National Bank | History | No change | 9,577 | 919 | 0.06% | 0.06% | 1273 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 9,458 | 918 | 0.09% | 0.09% | 1274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Stelac Advisory Services LLC | History | Added to | 9,415 | 914 | 0.18% | 0.25% | 1275 | +2,000 | 26.97% | Q1 2026 | May 08, 2026 |
| Arcus Capital Partners, LLC | History | No change | 9,347 | 907 | 0.33% | 0.32% | 1276 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 9,276 | 900 | 0.15% | 0.12% | 1277 | +2,094 | 29.16% | Q1 2026 | Apr 21, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | No change | 9,268 | 900 | 0.71% | 0.74% | 1278 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Lansing Street Advisors | History | Reduced | 9,243 | 897 | 0.23% | 0.25% | 1279 | -1,080 | -10.46% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 9,227 | 896 | 0.14% | 0.05% | 1280 | +6,130 | 197.93% | Q1 2026 | Apr 17, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 9,198 | 893 | 0.09% | 0.15% | 1282 | +1,011 | 12.35% | Q1 2026 | Apr 17, 2026 |
| Sigma Planning Corp | History | Reduced | 9,200 | 893 | 0.02% | 0.02% | 1281 | -4 | -0.04% | Q1 2026 | May 04, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 9,172 | 890 | 0.39% | 0.41% | 1283 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Impact Capital Partners LLC | History | Reduced | 9,154 | 889 | 0.27% | 0.35% | 1284 | -3,268 | -26.31% | Q1 2026 | Apr 10, 2026 |
| Trilogy Capital Inc. | History | Reduced | 9,145 | 888 | 0.04% | 0.08% | 1286 | -10,641 | -53.78% | Q1 2026 | Apr 21, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 9,147 | 888 | 0.08% | 0.09% | 1285 | -2,351 | -20.45% | Q1 2026 | May 06, 2026 |
| Elgethun Capital Management | History | No change | 9,138 | 887 | 0.15% | 0.15% | 1287 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 9,105 | 884 | 0.33% | 0.24% | 1289 | +2,156 | 31.03% | Q1 2026 | Apr 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 9,107 | 884 | 0.01% | 0.01% | 1288 | +2,015 | 28.41% | Q1 2026 | May 14, 2026 |
| Alley Investment Management Company, LLC | History | No change | 9,095 | 883 | 0.11% | 0.1% | 1290 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 9,061 | 880 | 0.3% | 0.29% | 1291 | +961 | 11.86% | Q1 2026 | Apr 20, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 9,053 | 879 | 0.3% | 0.39% | 1293 | -2,531 | -21.85% | Q1 2026 | Apr 29, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 9,051 | 879 | 0.1% | 0.12% | 1292 | -633 | -6.54% | Q1 2026 | Apr 13, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 9,038 | 877 | 0.29% | 0.32% | 1294 | -1,105 | -10.89% | Q1 2026 | Apr 03, 2026 |
| HUB Investment Partners, LLC | History | Added to | 9,027 | 876 | 0.02% | 0.01% | 1296 | +3,513 | 63.71% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 9,021 | 876 | 0.14% | 0.14% | 1295 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PEOPLES BANK /OH | History | Added to | 9,008 | 874 | 0.54% | 0.5% | 1297 | +647 | 7.74% | Q1 2026 | Apr 24, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 8,984 | 872 | 0.08% | 0.08% | 1298 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 8,962 | 870 | 0.46% | 0.46% | 1300 | -405 | -4.32% | Q1 2026 | Apr 10, 2026 |
| Sunpointe, LLC | History | Reduced | 8,959 | 870 | 0.28% | 0.29% | 1299 | -148 | -1.63% | Q1 2026 | Apr 21, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 8,945 | 868 | 0.15% | — | 1302 | +8,945 | New | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,941 | 868 | 0.05% | 0.05% | 1301 | +330 | 3.83% | Q1 2026 | Apr 24, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 8,935 | 867 | 0.02% | 0.03% | 1303 | -627 | -6.56% | Q1 2026 | May 12, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 8,921 | 866 | 0.25% | 0.25% | 1304 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Asset Dedication, LLC | History | No change | 9,018 | 865 | 0.06% | 0.06% | 1305 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 8,901 | 864 | 0.07% | 0.16% | 1307 | -13,116 | -59.57% | Q1 2026 | Apr 06, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 8,905 | 864 | 0.44% | 0.46% | 1308 | -196 | -2.15% | Q1 2026 | Apr 21, 2026 |
| EARNEST PARTNERS LLC | History | No change | 8,905 | 864 | 0.0% | 0.0% | 1306 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 8,894 | 863 | 0.24% | 0.24% | 1309 | -234 | -2.56% | Q1 2026 | Apr 15, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 8,867 | 861 | 0.57% | 0.57% | 1310 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 9,148 | 860 | 0.03% | 0.04% | 1311 | -2,787 | -23.35% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 8,838 | 858 | 0.19% | 0.2% | 1312 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 8,832 | 857 | 0.74% | 0.68% | 1313 | +314 | 3.69% | Q1 2026 | May 06, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 8,788 | 853 | 0.24% | 0.24% | 1314 | -187 | -2.08% | Q1 2026 | Apr 08, 2026 |
| Trace Wealth Advisors, LLC | History | Added to | 8,765 | 851 | 0.64% | 0.32% | 1315 | +4,100 | 87.89% | Q1 2026 | May 13, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 8,704 | 845 | 0.03% | 0.03% | 1316 | -80 | -0.91% | Q1 2026 | May 15, 2026 |
| Disciplined Investments, LLC | History | No change | 8,652 | 840 | 0.3% | 0.32% | 1317 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 8,631 | 838 | 0.19% | 0.3% | 1318 | -5,047 | -36.9% | Q1 2026 | Apr 20, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 8,615 | 836 | 0.07% | 0.07% | 1319 | -683 | -7.35% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 10,875 | 833 | 0.0% | 0.0% | 1320 | +289 | 2.73% | Q1 2026 | May 15, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 8,561 | 831 | 0.2% | 0.19% | 1321 | +132 | 1.57% | Q1 2026 | May 12, 2026 |
| MFA Wealth Services | History | Added to | 8,546 | 830 | 0.55% | 0.54% | 1322 | +229 | 2.75% | Q1 2026 | Apr 21, 2026 |
| Compass Planning Associates Inc | History | Reduced | 8,511 | 826 | 0.53% | 0.61% | 1323 | -599 | -6.58% | Q1 2026 | Apr 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 8,494 | 825 | 0.04% | 0.04% | 1326 | +1,968 | 30.16% | Q1 2026 | Apr 16, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 8,498 | 825 | 0.03% | 0.03% | 1324 | +525 | 6.58% | Q1 2026 | Apr 13, 2026 |
| Caldwell Trust Co | History | No change | 8,496 | 825 | 0.07% | 0.07% | 1325 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aspen Wealth Management LLC | History | Added to | 8,475 | 823 | 0.16% | 0.17% | 1327 | +14 | 0.17% | Q1 2026 | Apr 01, 2026 |
| Mechanics Bank Trust Department | History | Added to | 8,470 | 822 | 0.11% | 0.1% | 1328 | +438 | 5.45% | Q1 2026 | Apr 09, 2026 |
| Waterford Advisors, LLC | History | Reduced | 8,746 | 822 | 0.26% | 0.34% | 1329 | -400 | -4.37% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Added to | 8,457 | 821 | 0.19% | 0.16% | 1330 | +1,376 | 19.43% | Q1 2026 | May 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 8,437 | 819 | 0.09% | 0.09% | 1331 | +150 | 1.81% | Q1 2026 | Apr 21, 2026 |
| Essex Bank | History | Added to | 8,419 | 817 | 0.18% | 0.17% | 1332 | +303 | 3.73% | Q1 2026 | Apr 17, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 8,411 | 816 | 0.17% | 0.18% | 1333 | -1,019 | -10.81% | Q1 2026 | Apr 20, 2026 |
| Peak Asset Management, LLC | History | No change | 8,405 | 816 | 0.14% | 0.14% | 1334 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 8,331 | 809 | 0.1% | 0.11% | 1335 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 8,321 | 808 | 0.05% | 0.04% | 1336 | -850 | -9.27% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Added to | 8,310 | 807 | 0.02% | 0.01% | 1337 | +1,213 | 17.09% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,307 | 806 | 0.08% | 0.08% | 1338 | +96 | 1.17% | Q1 2026 | Apr 22, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 8,307 | 806 | 0.49% | 0.44% | 1339 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Argent Advisors, Inc. | History | Reduced | 8,288 | 805 | 0.22% | 0.22% | 1340 | -44 | -0.53% | Q1 2026 | Apr 24, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 8,287 | 804 | 0.27% | 0.27% | 1341 | -230 | -2.7% | Q1 2026 | Apr 22, 2026 |
| Trust Co of the South | History | No change | 8,270 | 803 | 0.13% | 0.13% | 1342 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 8,266 | 802 | 0.32% | 0.34% | 1343 | +22 | 0.27% | Q1 2026 | Apr 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 8,238 | 800 | 0.01% | 0.01% | 1344 | +1,777 | 27.5% | Q1 2026 | Apr 20, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 8,236 | 799 | 0.18% | 0.18% | 1345 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Exchange Bank | History | No change | 8,233 | 799 | 0.55% | 0.55% | 1346 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 8,190 | 795 | 0.05% | 0.01% | 1347 | +5,810 | 244.12% | Q1 2026 | Apr 20, 2026 |
| Cypress Capital Group | History | No change | 8,176 | 794 | 0.09% | 0.09% | 1348 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | No change | 8,180 | 794 | 0.05% | 0.05% | 1349 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 8,139 | 790 | 0.18% | 0.09% | 1350 | +4,123 | 102.66% | Q1 2026 | Apr 27, 2026 |
| Lutz Financial Services LLC | History | Reduced | 8,109 | 787 | 0.05% | 0.05% | 1352 | -18 | -0.22% | Q1 2026 | May 04, 2026 |
| Centerpoint Advisors, LLC | History | No change | 8,102 | 787 | 0.26% | 0.24% | 1351 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 8,097 | 786 | 0.05% | 0.05% | 1353 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 8,100 | 786 | 0.13% | 0.13% | 1354 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MBA Advisors LLC | History | No change | 8,100 | 786 | 0.3% | 0.31% | 1355 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 8,079 | 784 | 0.07% | 0.07% | 1356 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wallace Hart LLC | History | Added to | 8,064 | 783 | 1.08% | 0.0% | 1358 | +8,026 | 21121.05% | Q1 2026 | May 08, 2026 |
| SB Capital Management Inc | History | No change | 8,155 | 783 | 0.29% | 0.29% | 1357 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 8,051 | 781 | 0.02% | 0.01% | 1359 | +4,095 | 103.51% | Q1 2026 | May 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 8,024 | 779 | 0.08% | 0.09% | 1360 | -179 | -2.18% | Q1 2026 | Apr 14, 2026 |
| True North Advisors, LLC | History | Added to | 8,003 | 777 | 0.09% | 0.09% | 1361 | +1,137 | 16.56% | Q1 2026 | May 07, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 7,998 | 776 | 0.93% | 0.69% | 1362 | -330 | -3.96% | Q1 2026 | Apr 28, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 7,986 | 775 | 0.08% | 0.06% | 1363 | +1,950 | 32.31% | Q1 2026 | May 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 7,986 | 775 | 0.06% | 0.06% | 1364 | -444 | -5.27% | Q1 2026 | May 07, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 7,984 | 775 | 0.18% | 0.17% | 1365 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Security Financial Services, INC. | History | No change | 8,040 | 772 | 0.12% | 0.12% | 1366 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 7,933 | 770 | 0.1% | 0.1% | 1367 | -283 | -3.44% | Q1 2026 | Apr 27, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 7,916 | 768 | 0.04% | 0.04% | 1369 | +610 | 8.35% | Q1 2026 | May 11, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 7,911 | 768 | 0.32% | 0.3% | 1368 | -100 | -1.25% | Q1 2026 | Apr 29, 2026 |
| FCA CORP /TX | History | Reduced | 7,884 | 765 | 0.22% | 0.22% | 1370 | -98 | -1.23% | Q1 2026 | May 14, 2026 |
| Beacon Bank & Trust | History | Reduced | 7,849 | 762 | 0.16% | 0.19% | 1371 | -1,674 | -17.58% | Q1 2026 | Apr 28, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 7,843 | 761 | 0.28% | 0.26% | 1372 | +56 | 0.72% | Q1 2026 | May 06, 2026 |
| Chemistry Wealth Management LLC | History | No change | 7,840 | 761 | 0.13% | 0.14% | 1373 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Simplicity Wealth,LLC | History | Added to | 7,780 | 755 | 0.04% | 0.02% | 1374 | +4,536 | 139.83% | Q1 2026 | Apr 30, 2026 |
| M1 Capital Management LLC | History | Reduced | 7,773 | 754 | 0.35% | 2.02% | 1375 | -42,597 | -84.57% | Q1 2026 | May 08, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 7,733 | 751 | 0.17% | 0.18% | 1376 | +282 | 3.78% | Q1 2026 | Apr 08, 2026 |
| Vivaldi Capital Management LP | History | No change | 7,730 | 750 | 0.1% | 0.1% | 1377 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clarity Financial LLC | History | Added to | 7,714 | 749 | 0.08% | 0.07% | 1378 | +18 | 0.23% | Q1 2026 | May 01, 2026 |
| Selby Wealth Management, LLC | History | No change | 7,694 | 747 | 0.29% | 0.3% | 1379 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 7,634 | 741 | 0.14% | 0.14% | 1381 | -132 | -1.7% | Q1 2026 | Apr 22, 2026 |
| TCW GROUP INC | History | No change | 7,630 | 741 | 0.01% | 0.01% | 1380 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 7,616 | 739 | 0.05% | 0.06% | 1382 | -5,058 | -39.91% | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 7,611 | 739 | 0.41% | 0.41% | 1383 | -183 | -2.35% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 7,600 | 738 | 0.05% | 0.05% | 1384 | +200 | 2.7% | Q1 2026 | Apr 21, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 7,594 | 737 | 0.05% | 0.05% | 1386 | +120 | 1.61% | Q1 2026 | Apr 29, 2026 |
| Piscataqua Savings Bank | History | Added to | 7,591 | 737 | 0.52% | 0.5% | 1385 | +100 | 1.33% | Q1 2026 | Apr 10, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 7,566 | 734 | 0.05% | 0.03% | 1388 | +3,334 | 78.78% | Q1 2026 | May 14, 2026 |
| KLCM Advisors, Inc. | History | No change | 7,557 | 734 | 0.06% | 0.06% | 1387 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 7,556 | 733 | 0.56% | 0.5% | 1389 | +505 | 7.16% | Q1 2026 | May 08, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 7,541 | 732 | 0.01% | 0.0% | 1390 | +3,570 | 89.9% | Q1 2026 | May 15, 2026 |
| Peoples Bank/KS | History | Reduced | 7,531 | 731 | 0.74% | 0.75% | 1391 | -275 | -3.52% | Q1 2026 | Apr 15, 2026 |
| OPINICUS CAPITAL, INC. | History | No change | 7,533 | 731 | 0.52% | 0.5% | 1392 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 7,500 | 728 | 0.04% | 0.05% | 1393 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 7,494 | 727 | 0.26% | 0.26% | 1394 | -187 | -2.43% | Q1 2026 | Apr 14, 2026 |
| JNBA Financial Advisors | History | No change | 7,478 | 726 | 0.06% | 0.06% | 1395 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Reduced | 7,467 | 725 | 0.02% | 0.02% | 1396 | -1,177 | -13.62% | Q1 2026 | Apr 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 7,469 | 725 | 0.05% | 0.05% | 1397 | +10 | 0.13% | Q1 2026 | May 06, 2026 |
| Leisure Capital Management | History | No change | 7,440 | 722 | 0.25% | 0.24% | 1398 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 7,418 | 720 | 0.05% | 0.05% | 1400 | -115 | -1.53% | Q1 2026 | Apr 27, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 7,421 | 720 | 0.27% | 0.25% | 1399 | -37 | -0.5% | Q1 2026 | Apr 16, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 7,365 | 715 | 0.02% | 0.02% | 1401 | -104 | -1.39% | Q1 2026 | May 06, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 7,345 | 713 | 0.09% | 0.09% | 1403 | -426 | -5.48% | Q1 2026 | Apr 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 7,345 | 713 | 0.09% | 0.09% | 1402 | -224 | -2.96% | Q1 2026 | May 12, 2026 |
| First American Bank | History | No change | 7,310 | 710 | 0.04% | 0.04% | 1404 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| tru Independence LLC | History | Reduced | 7,305 | 709 | 0.35% | 0.19% | 1405 | -374 | -4.87% | Q1 2026 | Apr 22, 2026 |
| TrustBank | History | Reduced | 7,290 | 708 | 0.27% | 0.3% | 1406 | -171 | -2.29% | Q1 2026 | May 04, 2026 |
| Headlands Technologies LLC | History | New | 7,271 | 706 | 0.08% | — | 1408 | +7,271 | New | Q1 2026 | May 13, 2026 |
| TI-TRUST, INC | History | No change | 7,276 | 706 | 0.42% | 0.43% | 1407 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| InTrack Investment Management Inc | History | Reduced | 7,260 | 705 | 0.4% | 0.39% | 1409 | -35 | -0.48% | Q1 2026 | Apr 06, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 7,237 | 702 | 0.18% | 0.19% | 1410 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 7,212 | 700 | 0.09% | 0.07% | 1411 | +1,649 | 29.64% | Q1 2026 | May 04, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 7,214 | 700 | 0.05% | 0.05% | 1412 | -230 | -3.09% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 7,202 | 699 | 0.27% | 0.1% | 1413 | +4,977 | 223.69% | Q1 2026 | Apr 22, 2026 |
| Avail Investment Partners, LLC | History | New | 7,138 | 693 | 0.74% | — | 1415 | +7,138 | New | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | Reduced | 7,138 | 693 | 0.28% | 0.32% | 1414 | -516 | -6.74% | Q1 2026 | Apr 29, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,749 | 689 | 0.01% | 0.01% | 1416 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 8,412 | 687 | 0.22% | 0.14% | 1417 | +336 | 4.16% | Q1 2026 | Apr 23, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 7,062 | 685 | 0.1% | 0.13% | 1419 | -1,573 | -18.22% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 7,060 | 685 | 0.03% | 0.03% | 1418 | +217 | 3.17% | Q1 2026 | Apr 23, 2026 |
| Anchor Investment Management, LLC | History | Added to | 7,033 | 683 | 0.06% | 0.05% | 1420 | +54 | 0.77% | Q1 2026 | May 01, 2026 |
| Austin Asset Management Co Inc | History | Added to | 7,011 | 681 | 0.11% | 0.11% | 1421 | +59 | 0.85% | Q1 2026 | Apr 29, 2026 |
| Aspect Partners, LLC | History | Added to | 7,021 | 681 | 0.28% | 0.29% | 1422 | +4 | 0.06% | Q1 2026 | Apr 02, 2026 |
| Permanent Capital Management, LP | History | Added to | 6,648 | 680 | 0.11% | 0.08% | 1423 | +2,223 | 50.24% | Q1 2026 | May 14, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 7,000 | 679 | 0.06% | 0.06% | 1424 | -255 | -3.51% | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 6,560 | 677 | 0.04% | 0.05% | 1426 | -750 | -10.26% | Q1 2026 | Apr 20, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 6,980 | 677 | 0.0% | 0.0% | 1425 | +473 | 7.27% | Q1 2026 | May 13, 2026 |
| CGC Financial Services, LLC | History | No change | 6,974 | 677 | 0.2% | 0.18% | 1427 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Measured Risk Portfolios, Inc. | History | Reduced | 6,943 | 674 | 0.74% | 0.67% | 1428 | -109 | -1.55% | Q1 2026 | May 15, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 6,943 | 674 | 0.16% | 0.16% | 1429 | -5 | -0.07% | Q1 2026 | Apr 07, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 6,892 | 669 | 0.41% | 0.41% | 1430 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 6,882 | 668 | 0.17% | 0.19% | 1431 | -384 | -5.28% | Q1 2026 | May 06, 2026 |
| CULBERTSON A N & CO INC | History | No change | 6,858 | 666 | 0.09% | 0.09% | 1432 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 6,822 | 662 | 0.06% | 0.06% | 1433 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | No change | 6,786 | 659 | 0.12% | 0.12% | 1434 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 6,775 | 658 | 0.07% | 0.08% | 1435 | -1,207 | -15.12% | Q1 2026 | Apr 13, 2026 |
| Pacific Sage Partners, LLC | History | No change | 6,754 | 656 | 0.1% | 0.1% | 1436 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MKD WEALTH COACHES, LLC | History | No change | 6,747 | 655 | 0.64% | 0.65% | 1437 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Independent Family Office, LLC | History | Reduced | 6,728 | 653 | 0.27% | 0.29% | 1438 | -446 | -6.22% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 6,685 | 649 | 0.35% | 0.42% | 1439 | -1,268 | -15.94% | Q1 2026 | Apr 24, 2026 |
| CPC Advisors, LLC | History | No change | 6,655 | 646 | 0.1% | 0.06% | 1440 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vested Financial Planning, LLC | History | Added to | 6,650 | 645 | 0.49% | 0.49% | 1441 | +60 | 0.91% | Q1 2026 | Apr 16, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 6,636 | 644 | 0.12% | 0.11% | 1442 | -10 | -0.15% | Q1 2026 | Apr 30, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 6,606 | 641 | 0.11% | 0.07% | 1443 | +2,520 | 61.67% | Q1 2026 | Apr 14, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 6,584 | 639 | 0.18% | 0.17% | 1444 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 6,564 | 637 | 0.08% | 0.08% | 1445 | +932 | 16.55% | Q1 2026 | May 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 6,518 | 633 | 0.11% | 0.17% | 1446 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Great Diamond Partners, LLC | History | No change | 6,507 | 632 | 0.12% | 0.12% | 1447 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,488 | 630 | 0.02% | 0.02% | 1448 | +70 | 1.09% | Q1 2026 | May 13, 2026 |
| Frisch Financial Group, Inc. | History | No change | 6,476 | 629 | 0.13% | 0.14% | 1449 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 6,457 | 627 | 0.56% | 0.73% | 1451 | -1,242 | -16.13% | Q1 2026 | May 05, 2026 |
| JDM Financial Group LLC | History | No change | 6,458 | 627 | 0.24% | 0.24% | 1450 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Brookmont Capital Management | History | Added to | 6,427 | 624 | 0.35% | 0.31% | 1452 | +892 | 16.12% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Reduced | 6,377 | 619 | 0.1% | 0.22% | 1454 | -7,502 | -54.05% | Q1 2026 | Apr 16, 2026 |
| SPINNAKER TRUST | History | No change | 6,377 | 619 | 0.03% | 0.03% | 1453 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Horizon Advisory Services, Inc. | History | Added to | 6,370 | 618 | 0.32% | 0.29% | 1456 | +323 | 5.34% | Q1 2026 | Apr 22, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 6,370 | 618 | 0.26% | 0.27% | 1455 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dynamic Financial Group | History | Added to | 6,326 | 614 | 0.5% | 0.51% | 1457 | +125 | 2.02% | Q1 2026 | May 12, 2026 |
| Investmark Advisory Group LLC | History | No change | 6,316 | 613 | 0.26% | 0.26% | 1458 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAYPORT, LLC | History | New | 6,294 | 611 | 0.11% | — | 1460 | +6,294 | New | Q1 2026 | Apr 21, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 6,300 | 611 | 0.18% | 0.19% | 1459 | -99 | -1.55% | Q1 2026 | Apr 29, 2026 |
| St. Clair Advisors, LLC | History | Added to | 6,271 | 609 | 0.16% | 0.07% | 1463 | +3,486 | 125.17% | Q1 2026 | Apr 23, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 6,270 | 609 | 0.02% | 0.01% | 1461 | +2,250 | 55.97% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,276 | 609 | 0.03% | 0.03% | 1462 | +781 | 14.21% | Q1 2026 | Apr 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 6,261 | 608 | 0.11% | 0.44% | 1464 | -18,024 | -74.22% | Q1 2026 | May 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 6,264 | 608 | 0.13% | 0.13% | 1465 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 5,841 | 606 | 0.24% | 0.23% | 1466 | -28 | -0.48% | Q1 2026 | Apr 27, 2026 |
| TrinityBridge Ltd | History | No change | 6,232 | 605 | 0.02% | 0.01% | 1467 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 6,224 | 604 | 0.11% | 0.11% | 1468 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vestcor Inc | History | Reduced | 6,205 | 603 | 0.02% | 0.02% | 1469 | -370 | -5.63% | Q1 2026 | May 12, 2026 |
| Advocate Investing Services LLC | History | No change | 6,200 | 602 | 0.51% | 0.53% | 1470 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | New | 6,191 | 601 | 0.46% | — | 1473 | +6,191 | New | Q1 2026 | Apr 27, 2026 |
| Meridian Financial Partners LLC | History | Added to | 6,115 | 601 | 0.23% | 0.17% | 1472 | +1,860 | 43.71% | Q1 2026 | Apr 15, 2026 |
| Greenwich Wealth Management LLC | History | No change | 6,185 | 601 | 0.02% | 0.03% | 1471 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 6,170 | 599 | 0.29% | 0.29% | 1474 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | No change | 6,137 | 596 | 0.01% | 0.01% | 1475 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 6,131 | 595 | 0.05% | 0.05% | 1476 | -2,500 | -28.97% | Q1 2026 | May 11, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Added to | 6,114 | 593 | 0.09% | 0.05% | 1478 | +3,000 | 96.34% | Q1 2026 | May 13, 2026 |
| Finward Bancorp | History | Reduced | 6,112 | 593 | 0.47% | 0.46% | 1477 | -25 | -0.41% | Q1 2026 | Apr 10, 2026 |
| Forum Private Client Group LLC | History | Reduced | 6,114 | 593 | 0.2% | 0.2% | 1479 | -1 | -0.02% | Q1 2026 | May 13, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 6,150 | 590 | 0.11% | 0.11% | 1480 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mizuho Markets Cayman LP | History | New | 6,074 | 589 | 0.03% | — | 1482 | +6,074 | New | Q1 2026 | May 13, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 6,068 | 589 | 0.21% | 0.21% | 1481 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 6,058 | 588 | 0.08% | 0.07% | 1483 | +855 | 16.43% | Q1 2026 | May 14, 2026 |
| Dentgroup LLC | History | No change | 6,115 | 587 | 0.4% | 0.4% | 1484 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Monte Financial Group, LLC | History | Added to | 6,042 | 586 | 0.21% | 0.21% | 1486 | +192 | 3.28% | Q1 2026 | May 14, 2026 |
| Heritage Trust Co | History | No change | 6,037 | 586 | 0.06% | 0.06% | 1485 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 6,029 | 585 | 0.24% | 0.16% | 1487 | +1,797 | 42.46% | Q1 2026 | Apr 24, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 6,029 | 585 | 0.11% | 0.06% | 1488 | +1,794 | 42.36% | Q1 2026 | May 11, 2026 |
| Hardin Capital Partners, LLC | History | No change | 6,030 | 585 | 0.27% | 0.27% | 1489 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 6,020 | 584 | 0.04% | 0.03% | 1490 | +820 | 15.77% | Q1 2026 | May 07, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 6,017 | 584 | 0.27% | 0.27% | 1491 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 5,992 | 582 | 0.04% | 0.01% | 1492 | -310 | -4.92% | Q1 2026 | May 14, 2026 |
| Bangor Savings Bank | History | Added to | 5,982 | 581 | 0.05% | 0.05% | 1493 | +14 | 0.23% | Q1 2026 | Apr 01, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 5,955 | 578 | 0.03% | 0.03% | 1494 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 5,959 | 578 | 0.13% | 0.13% | 1495 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clark Asset Management, LLC | History | No change | 5,955 | 578 | 0.05% | 0.06% | 1496 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Taylor Hoffman Capital Management LLC | History | Added to | 5,949 | 577 | 0.18% | 0.17% | 1497 | +72 | 1.23% | Q1 2026 | May 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 5,834 | 574 | 0.06% | — | 1499 | +5,834 | New | Q1 2026 | Apr 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 5,910 | 574 | 0.17% | 0.12% | 1498 | +1,614 | 37.57% | Q1 2026 | Apr 30, 2026 |
| Cynosure Group, LLC | History | Reduced | 5,976 | 573 | 0.07% | 0.03% | 1500 | -26,765 | -81.75% | Q1 2026 | May 13, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 5,899 | 573 | 0.36% | 0.32% | 1501 | +1,270 | 27.44% | Q1 2026 | Apr 27, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 6,056 | 573 | 0.52% | 0.55% | 1502 | -198 | -3.17% | Q1 2026 | May 07, 2026 |
| LJI Wealth Management, LLC | History | Added to | 5,870 | 570 | 0.09% | 0.08% | 1503 | +192 | 3.38% | Q1 2026 | May 04, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 5,859 | 569 | 0.4% | 0.38% | 1504 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sageworth Trust Co | History | Reduced | 5,853 | 568 | 0.02% | 0.02% | 1505 | -43 | -0.73% | Q1 2026 | Apr 29, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 5,496 | 566 | 0.15% | 0.16% | 1506 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Family Office Research LLC | History | Reduced | 5,811 | 564 | 0.25% | 0.23% | 1507 | -70 | -1.19% | Q1 2026 | May 13, 2026 |
| Sentry LLC | History | Reduced | 5,804 | 563 | 0.18% | 0.19% | 1510 | -1,608 | -21.69% | Q1 2026 | Apr 22, 2026 |
| Ellevest, Inc. | History | Added to | 5,800 | 563 | 0.08% | 0.07% | 1508 | +850 | 17.17% | Q1 2026 | May 11, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 5,799 | 563 | 0.21% | 0.21% | 1509 | -7 | -0.12% | Q1 2026 | Apr 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 5,850 | 561 | 0.09% | 0.11% | 1512 | -2,277 | -28.02% | Q1 2026 | Apr 22, 2026 |
| Charles Schwab Trust Co | History | Reduced | 5,784 | 561 | 0.04% | 0.05% | 1513 | -1,352 | -18.95% | Q1 2026 | Apr 10, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 5,781 | 561 | 0.02% | 0.02% | 1511 | +67 | 1.17% | Q1 2026 | Apr 14, 2026 |
| Key FInancial Inc | History | Added to | 5,748 | 558 | 0.1% | 0.09% | 1514 | +821 | 16.66% | Q1 2026 | Apr 24, 2026 |
| Farrell Financial LLC | History | No change | 5,752 | 558 | 0.33% | 0.33% | 1515 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Trust Co | History | Reduced | 5,726 | 556 | 0.05% | 0.06% | 1516 | -1,166 | -16.92% | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,547 | 554 | 0.01% | — | 1518 | +5,547 | New | Q1 2026 | May 01, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Added to | 5,706 | 554 | 0.01% | 0.01% | 1517 | +745 | 15.02% | Q1 2026 | May 15, 2026 |
| DDFG, Inc | History | Added to | 5,702 | 553 | 0.12% | 0.12% | 1520 | +125 | 2.24% | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,762 | 553 | 0.16% | 0.16% | 1519 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Creekside Partners | History | No change | 5,702 | 553 | 0.23% | 0.23% | 1521 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 5,675 | 551 | 0.23% | 0.24% | 1522 | -127 | -2.19% | Q1 2026 | Apr 15, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 5,659 | 549 | 0.22% | 0.14% | 1523 | +2,310 | 68.98% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 5,650 | 548 | 0.0% | 0.0% | 1524 | +1,396 | 32.82% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Added to | 5,634 | 547 | 0.03% | 0.02% | 1525 | +677 | 13.66% | Q1 2026 | May 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 5,636 | 547 | 0.13% | 0.14% | 1526 | -130 | -2.25% | Q1 2026 | Apr 10, 2026 |
| Canopy Partners, LLC | History | No change | 5,634 | 547 | 0.19% | 0.18% | 1527 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 5,616 | 545 | 0.06% | 0.06% | 1528 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Guidance Group, Inc. | History | No change | 5,613 | 545 | 0.22% | 0.22% | 1529 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bellwether Advisors, LLC | History | New | 5,583 | 542 | 0.09% | — | 1531 | +5,583 | New | Q1 2026 | May 12, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 5,590 | 542 | 0.15% | 0.15% | 1530 | -287 | -4.88% | Q1 2026 | May 04, 2026 |
| Woodside Wealth Management LLC | History | No change | 5,560 | 540 | 0.42% | 0.4% | 1532 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HCR Wealth Advisors | History | Reduced | 5,559 | 539 | 0.06% | 0.05% | 1533 | -25 | -0.45% | Q1 2026 | Apr 21, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 5,544 | 538 | 0.1% | 0.1% | 1534 | -78 | -1.39% | Q1 2026 | Apr 09, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 5,535 | 537 | 0.19% | 0.2% | 1535 | -204 | -3.55% | Q1 2026 | Apr 22, 2026 |
| Marion Wealth Management | History | Reduced | 5,525 | 536 | 0.12% | 0.13% | 1536 | -261 | -4.51% | Q1 2026 | May 12, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 5,508 | 535 | 0.03% | 0.16% | 1538 | -22,248 | -80.16% | Q1 2026 | May 07, 2026 |
| BANK OF STOCKTON | History | Reduced | 5,510 | 535 | 0.17% | 0.17% | 1537 | -680 | -10.99% | Q1 2026 | Apr 29, 2026 |
| Financial Advisory Corp | History | Reduced | 5,511 | 535 | 0.07% | 0.08% | 1539 | -256 | -4.44% | Q1 2026 | Apr 10, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 5,517 | 535 | 0.53% | 0.5% | 1540 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mittelman Wealth Management | History | New | 5,493 | 533 | 0.33% | — | 1541 | +5,493 | New | Q1 2026 | May 15, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 5,482 | 532 | 0.34% | 0.65% | 1542 | -5,143 | -48.4% | Q1 2026 | May 13, 2026 |
| American Wealth Advisors, LLC | History | Added to | 5,473 | 531 | 0.55% | 0.48% | 1543 | +420 | 8.31% | Q1 2026 | Apr 29, 2026 |
| WP Advisors, LLC | History | Reduced | 5,462 | 530 | 0.14% | 0.13% | 1544 | -183 | -3.24% | Q1 2026 | May 04, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 5,440 | 528 | 0.19% | 0.19% | 1545 | -24 | -0.44% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,384 | 527 | 0.03% | 0.02% | 1546 | +1,225 | 29.45% | Q1 2026 | May 12, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 5,425 | 526 | 0.07% | 0.07% | 1547 | -42 | -0.77% | Q1 2026 | Apr 16, 2026 |
| WHI TRUST Co LLC | History | No change | 5,420 | 526 | 0.4% | 0.4% | 1548 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 5,393 | 523 | 0.03% | 0.03% | 1549 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ARWA LLC | History | Added to | 5,126 | 522 | 0.26% | 0.28% | 1550 | +49 | 0.97% | Q1 2026 | Apr 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 5,364 | 521 | 0.02% | 0.02% | 1551 | -10 | -0.19% | Q1 2026 | May 06, 2026 |
| Magnus Financial Group LLC | History | Reduced | 5,359 | 520 | 0.04% | 0.05% | 1552 | -1,396 | -20.67% | Q1 2026 | Apr 10, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 5,337 | 518 | 0.05% | 0.05% | 1553 | -708 | -11.71% | Q1 2026 | May 04, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 5,326 | 517 | 0.02% | 0.04% | 1554 | -9,702 | -64.56% | Q1 2026 | May 18, 2026 |
| Garner Asset Management Corp | History | Added to | 5,332 | 517 | 0.2% | 0.2% | 1555 | +10 | 0.19% | Q1 2026 | Apr 28, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 5,313 | 516 | 0.04% | 0.04% | 1556 | -251 | -4.51% | Q1 2026 | Apr 10, 2026 |
| Global Financial Private Client, LLC | History | No change | 5,320 | 516 | 0.17% | 0.18% | 1557 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Alpha Zero LLC | History | No change | 5,320 | 516 | 0.26% | 0.28% | 1558 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 5,317 | 516 | 0.33% | 0.34% | 1559 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,309 | 515 | 0.01% | 0.01% | 1560 | +2,451 | 85.76% | Q1 2026 | Apr 15, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 5,295 | 514 | 0.09% | — | 1561 | +5,295 | New | Q1 2026 | May 11, 2026 |
| Cove Private Wealth, LLC | History | Added to | 5,281 | 512 | 0.12% | 0.1% | 1563 | +1,789 | 51.23% | Q1 2026 | May 13, 2026 |
| DB Fitzpatrick & Co, Inc | History | Reduced | 5,281 | 512 | 0.44% | 0.47% | 1562 | -218 | -3.96% | Q1 2026 | Apr 27, 2026 |
| Reflection Asset Management | History | No change | 5,244 | 512 | 0.36% | 0.36% | 1564 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 5,231 | 508 | 0.08% | 0.08% | 1565 | -230 | -4.21% | Q1 2026 | Apr 08, 2026 |
| Norway Savings Bank | History | Reduced | 5,205 | 505 | 0.24% | 0.25% | 1567 | -370 | -6.64% | Q1 2026 | Apr 20, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 5,200 | 505 | 0.12% | 0.12% | 1566 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 5,183 | 503 | 0.05% | 0.05% | 1570 | -85 | -1.61% | Q1 2026 | Apr 23, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 5,179 | 503 | 0.21% | 0.21% | 1568 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 5,183 | 503 | 0.4% | 0.41% | 1569 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 4,924 | 502 | 0.3% | 0.35% | 1572 | -615 | -11.1% | Q1 2026 | Apr 23, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 5,175 | 502 | 0.14% | 0.14% | 1571 | -125 | -2.36% | Q1 2026 | Apr 20, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 5,163 | 501 | 0.04% | 0.02% | 1573 | +1,971 | 61.75% | Q1 2026 | May 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,168 | 501 | 0.08% | 0.08% | 1574 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 5,149 | 500 | 0.14% | — | 1576 | +5,149 | New | Q1 2026 | Apr 09, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 5,155 | 500 | 0.44% | 0.41% | 1575 | +436 | 9.24% | Q1 2026 | May 15, 2026 |
| North Berkeley Wealth Management, LLC | History | Reduced | 5,141 | 499 | 0.26% | 0.3% | 1578 | -100 | -1.91% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | No change | 5,201 | 499 | 0.05% | 0.05% | 1577 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| POTENTIA WEALTH | History | Reduced | 5,133 | 498 | 0.19% | 0.18% | 1580 | -83 | -1.59% | Q1 2026 | May 11, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 5,128 | 498 | 0.04% | 0.05% | 1579 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Intellectus Partners, LLC | History | Added to | 5,126 | 497 | 0.1% | 0.04% | 1581 | +2,796 | 120.0% | Q1 2026 | Apr 10, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 5,108 | 496 | 0.4% | 0.4% | 1582 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Center for Financial Planning, Inc. | History | No change | 5,103 | 495 | 0.05% | 0.05% | 1583 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 5,086 | 494 | 0.02% | 0.01% | 1584 | +2,936 | 136.56% | Q1 2026 | May 15, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 5,070 | 492 | 0.1% | 0.1% | 1585 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Climber Capital SA | History | No change | 5,070 | 492 | 0.32% | 0.31% | 1586 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Valley Financial Group, Inc. | History | Added to | 5,046 | 490 | 0.26% | 0.27% | 1587 | +90 | 1.82% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | New | 5,042 | 489 | 0.0% | — | 1591 | +5,042 | New | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 5,035 | 489 | 0.33% | 0.35% | 1589 | +120 | 2.44% | Q1 2026 | May 04, 2026 |
| Piedmont Capital Management, LLC/NC | History | Added to | 5,038 | 489 | 0.33% | 0.31% | 1590 | +120 | 2.44% | Q1 2026 | Apr 21, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 5,040 | 489 | 0.07% | 0.07% | 1588 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 5,016 | 487 | 0.09% | 0.09% | 1592 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 5,009 | 486 | 0.05% | 0.05% | 1593 | -139 | -2.7% | Q1 2026 | Apr 16, 2026 |
| Citizens National Bank Trust Department | History | No change | 5,005 | 486 | 0.08% | 0.08% | 1594 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 5,000 | 485 | 0.01% | 0.02% | 1595 | -4,514 | -47.45% | Q1 2026 | May 15, 2026 |
| Forza Wealth Management, LLC | History | No change | 5,000 | 485 | 0.17% | 0.17% | 1596 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ipswich Investment Management Co., Inc. | History | Added to | 4,973 | 483 | 0.11% | 0.11% | 1597 | +55 | 1.12% | Q1 2026 | Apr 10, 2026 |
| Forum Financial Management, LP | History | Reduced | 4,971 | 482 | 0.01% | 0.01% | 1599 | -588 | -10.58% | Q1 2026 | Apr 23, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 4,970 | 482 | 0.15% | 0.15% | 1598 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 4,941 | 479 | 0.15% | 0.16% | 1600 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 4,930 | 478 | 0.4% | 0.38% | 1601 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 4,901 | 476 | 0.03% | 0.04% | 1602 | -363 | -6.9% | Q1 2026 | May 15, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 4,898 | 475 | 0.26% | 0.24% | 1603 | +250 | 5.38% | Q1 2026 | Apr 21, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 4,885 | 474 | 0.12% | 0.12% | 1604 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Delta Investment Management, LLC | History | No change | 4,873 | 473 | 0.08% | 0.08% | 1605 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DBK Financial Counsel, LLC | History | No change | 4,898 | 470 | 0.36% | 0.36% | 1606 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Northside Capital Management, LLC | History | No change | 4,833 | 469 | 0.04% | 0.04% | 1607 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wealth Architects, LLC | History | No change | 4,811 | 467 | 0.04% | 0.04% | 1608 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 4,807 | 466 | 0.02% | 0.02% | 1609 | -1 | -0.02% | Q1 2026 | Apr 21, 2026 |
| McMillan Office, Inc. | History | No change | 4,800 | 466 | 0.06% | 0.06% | 1610 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HM PAYSON & CO | History | Reduced | 4,789 | 465 | 0.01% | 0.01% | 1611 | -1,658 | -25.72% | Q1 2026 | Apr 13, 2026 |
| Clayton Financial Group LLC | History | No change | 4,797 | 465 | 0.24% | 0.23% | 1612 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hudock, Inc. | History | New | 4,775 | 463 | 0.07% | — | 1614 | +4,775 | New | Q1 2026 | May 13, 2026 |
| CNB Bank | History | Added to | 4,768 | 463 | 0.19% | 0.19% | 1613 | +45 | 0.95% | Q1 2026 | May 06, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 4,755 | 461 | 0.0% | 0.0% | 1615 | -1,217 | -20.38% | Q1 2026 | May 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 4,756 | 461 | 0.15% | 0.15% | 1616 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 4,742 | 460 | 0.09% | 0.09% | 1617 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Segment Wealth Management, LLC | History | New | 4,730 | 459 | 0.03% | — | 1619 | +4,730 | New | Q1 2026 | Apr 20, 2026 |
| WEST BANCORPORATION INC | History | No change | 4,731 | 459 | 0.23% | 0.24% | 1618 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sound Stewardship, LLC | History | Reduced | 4,709 | 457 | 0.21% | 0.22% | 1622 | -178 | -3.64% | Q1 2026 | Apr 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,709 | 457 | 0.0% | 0.0% | 1620 | +110 | 2.39% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,713 | 457 | 0.06% | 0.06% | 1621 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 4,695 | 456 | 0.15% | 0.18% | 1623 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OneAscent Financial Services LLC | History | New | 4,685 | 455 | 0.02% | — | 1626 | +4,685 | New | Q1 2026 | Apr 21, 2026 |
| Capital Management Associates, Inc | History | Reduced | 4,689 | 455 | 0.1% | 0.16% | 1625 | -2,645 | -36.06% | Q1 2026 | Apr 22, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 4,691 | 455 | 0.09% | 0.09% | 1624 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avalon Trust Co | History | Added to | 4,680 | 454 | 0.03% | 0.02% | 1628 | +1,846 | 65.14% | Q1 2026 | May 06, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 4,677 | 454 | 0.06% | 0.06% | 1627 | -208 | -4.26% | Q1 2026 | Apr 08, 2026 |
| Councilmark Asset Management, LLC | History | No change | 4,680 | 454 | 0.26% | 0.25% | 1629 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lewis Asset Management, LLC | History | New | 4,673 | 453 | 0.19% | — | 1631 | +4,673 | New | Q1 2026 | Apr 21, 2026 |
| TRB Wealth Management, LLC | History | New | 4,671 | 453 | 0.06% | — | 1632 | +4,671 | New | Q1 2026 | May 14, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 4,408 | 453 | 0.29% | 0.33% | 1630 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 4,638 | 450 | 0.03% | 0.04% | 1634 | +39 | 0.85% | Q1 2026 | May 13, 2026 |
| MKT Advisors LLC | History | No change | 4,578 | 450 | 0.15% | 0.15% | 1633 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Clark Capital Management Group, Inc. | History | New | 4,626 | 449 | 0.0% | — | 1636 | +4,626 | New | Q1 2026 | May 15, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 4,628 | 449 | 0.36% | 0.37% | 1635 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 4,615 | 448 | 0.23% | 0.23% | 1637 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 4,607 | 447 | 0.4% | 0.48% | 1638 | -1,596 | -25.73% | Q1 2026 | Apr 28, 2026 |
| Bison Wealth, LLC | History | Added to | 4,314 | 447 | 0.04% | 0.04% | 1639 | +425 | 10.93% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | No change | 4,582 | 445 | 0.07% | 0.08% | 1640 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 4,574 | 444 | 0.44% | 0.25% | 1641 | +1,957 | 74.78% | Q1 2026 | Apr 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,563 | 443 | 0.02% | 0.02% | 1642 | -115 | -2.46% | Q1 2026 | Apr 06, 2026 |
| Navigate Wealth Management, LLC | History | New | 4,338 | 440 | 0.31% | — | 1644 | +4,338 | New | Q1 2026 | Apr 27, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 4,540 | 440 | 0.1% | 0.1% | 1643 | -35 | -0.77% | Q1 2026 | Apr 10, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 4,521 | 439 | 0.14% | 0.19% | 1647 | -2,277 | -33.5% | Q1 2026 | May 12, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 4,520 | 439 | 0.12% | 0.17% | 1645 | -114 | -2.46% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,299 | 439 | 0.03% | 0.04% | 1646 | +22 | 0.51% | Q1 2026 | May 01, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 4,500 | 437 | 0.18% | 0.19% | 1648 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Partners Group, Inc | History | No change | 4,488 | 435 | 0.05% | 0.05% | 1649 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Capital Asset Managemnet, LLC | History | No change | 4,478 | 434 | 0.49% | 0.48% | 1650 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Welch Group, LLC | History | Added to | 4,463 | 433 | 0.02% | 0.02% | 1651 | +3 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 4,417 | 429 | 0.07% | 0.34% | 1653 | -22,032 | -83.3% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 4,418 | 429 | 0.03% | 0.04% | 1652 | +1,860 | 72.71% | Q1 2026 | Apr 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 4,410 | 428 | 0.04% | 0.04% | 1654 | -6 | -0.14% | Q1 2026 | May 01, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 4,388 | 426 | 0.04% | 0.05% | 1655 | -1,035 | -19.09% | Q1 2026 | May 05, 2026 |
| Decker Wealth Management LLC | History | No change | 4,386 | 426 | 0.1% | 0.09% | 1656 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 4,385 | 425 | 0.08% | 0.09% | 1657 | +40 | 0.92% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 4,357 | 423 | 0.05% | 0.04% | 1659 | -62 | -1.4% | Q1 2026 | Apr 15, 2026 |
| Gibson Capital, LLC | History | No change | 4,357 | 423 | 0.08% | 0.08% | 1658 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VANCE WEALTH, LLC | History | No change | 4,350 | 422 | 0.12% | 0.12% | 1660 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | No change | 4,338 | 421 | 0.18% | 0.18% | 1661 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 4,323 | 419 | 0.1% | 0.1% | 1662 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 4,299 | 417 | 0.19% | 0.19% | 1665 | -83 | -1.89% | Q1 2026 | Apr 27, 2026 |
| Cohen Klingenstein LLC | History | No change | 4,300 | 417 | 0.01% | 0.01% | 1663 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Olde Wealth Management, LLC | History | No change | 4,297 | 417 | 0.13% | 0.13% | 1664 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 4,290 | 416 | 0.04% | 0.04% | 1666 | +400 | 10.28% | Q1 2026 | Apr 28, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 4,287 | 416 | 0.05% | 0.05% | 1667 | +243 | 6.01% | Q1 2026 | Apr 23, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 4,273 | 415 | 0.39% | — | 1668 | +4,273 | New | Q1 2026 | May 14, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 414 | 414 | 1.26% | 0.83% | 1669 | -3,853 | -90.3% | Q1 2026 | Apr 10, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 4,259 | 413 | 0.04% | 0.04% | 1670 | -645 | -13.15% | Q1 2026 | May 14, 2026 |
| Verum Partners LLC | History | No change | 4,260 | 413 | 0.08% | 0.08% | 1671 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Westfuller Advisors, LLC | History | Added to | 4,246 | 412 | 0.18% | 0.11% | 1672 | +1,506 | 54.96% | Q1 2026 | Apr 28, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 4,236 | 411 | 0.0% | 0.0% | 1673 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Timonier Family Office, LTD. | History | No change | 4,289 | 411 | 0.13% | 0.13% | 1674 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 4,223 | 410 | 0.34% | 0.44% | 1675 | -4,870 | -53.56% | Q1 2026 | May 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 3,949 | 409 | 0.02% | 0.02% | 1676 | -47 | -1.18% | Q1 2026 | Apr 20, 2026 |
| Plum Street Advisors, LLC | History | No change | 4,221 | 409 | 0.14% | 0.14% | 1677 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 4,209 | 408 | 0.11% | 0.11% | 1678 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FourThought Financial Partners, LLC | History | No change | 4,197 | 407 | 0.04% | 0.03% | 1679 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Alternatives, Inc | History | No change | 4,200 | 407 | 0.22% | 0.23% | 1680 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 4,157 | 403 | 0.1% | 0.14% | 1682 | -1,331 | -24.25% | Q1 2026 | May 07, 2026 |
| Financial Insights, Inc. | History | Added to | 4,158 | 403 | 0.13% | 0.13% | 1681 | +103 | 2.54% | Q1 2026 | May 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 4,108 | 402 | 0.01% | 0.01% | 1684 | -733 | -15.14% | Q1 2026 | Apr 08, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | Added to | 4,141 | 402 | 0.06% | 0.04% | 1683 | +454 | 12.31% | Q1 2026 | Apr 30, 2026 |
| Carrera Capital Advisors | History | Added to | 4,130 | 401 | 0.06% | 0.06% | 1685 | +103 | 2.56% | Q1 2026 | May 04, 2026 |
| Horizon Investment Services, LLC | History | No change | 4,122 | 400 | 0.14% | 0.14% | 1686 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 4,162 | 399 | 0.03% | 0.03% | 1687 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 4,112 | 399 | 0.32% | 0.33% | 1688 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| M Wealth Management, LLC | History | No change | 4,111 | 399 | 0.34% | 0.34% | 1689 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Added to | 4,085 | 396 | 0.22% | 0.2% | 1691 | +390 | 10.55% | Q1 2026 | May 14, 2026 |
| Blue Fin Capital, Inc. | History | No change | 4,131 | 396 | 0.06% | 0.06% | 1690 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Park Place Capital Corp | History | Reduced | 4,075 | 395 | 0.08% | 0.09% | 1692 | -356 | -8.03% | Q1 2026 | Apr 09, 2026 |
| KINTRA WEALTH, LLC | History | New | 4,062 | 394 | 0.03% | — | 1693 | +4,062 | New | Q1 2026 | May 15, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 4,050 | 393 | 0.02% | 0.07% | 1694 | -10,550 | -72.26% | Q1 2026 | Apr 27, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 4,046 | 392 | 0.07% | 0.07% | 1695 | +5 | 0.12% | Q1 2026 | May 01, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 4,036 | 391 | 0.25% | 0.32% | 1696 | -625 | -13.41% | Q1 2026 | Apr 23, 2026 |
| TRUE Private Wealth Advisors | History | No change | 4,022 | 390 | 0.04% | 0.04% | 1697 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| S.A. Mason LLC | History | No change | 4,024 | 390 | 0.15% | 0.15% | 1698 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | New | 4,006 | 389 | 0.02% | — | 1699 | +4,006 | New | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | New | 3,998 | 388 | 0.1% | — | 1707 | +3,998 | New | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,811 | 388 | 0.02% | 0.04% | 1701 | -3,687 | -49.17% | Q1 2026 | Apr 17, 2026 |
| Cottage Street Advisors LLC | History | Added to | 4,000 | 388 | 0.17% | 0.14% | 1703 | +500 | 14.29% | Q1 2026 | Apr 20, 2026 |
| SEARLE & CO. | History | Reduced | 4,000 | 388 | 0.1% | 0.11% | 1700 | -269 | -6.3% | Q1 2026 | May 08, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 3,803 | 388 | 0.16% | 0.18% | 1706 | -64 | -1.66% | Q1 2026 | May 04, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 4,000 | 388 | 0.22% | 0.22% | 1702 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CPA Asset Management Group, LLC | History | No change | 4,002 | 388 | 0.13% | 0.13% | 1704 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 3,999 | 388 | 0.06% | 0.06% | 1705 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 3,987 | 387 | 0.06% | 0.09% | 1710 | -1,346 | -25.24% | Q1 2026 | Apr 21, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 3,987 | 387 | 0.01% | 0.02% | 1708 | -1,135 | -22.16% | Q1 2026 | Apr 30, 2026 |
| Sendero Wealth Management, LLC | History | No change | 3,988 | 387 | 0.04% | 0.04% | 1709 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Downshift Financial, LLC | History | Added to | 3,831 | 386 | 0.2% | 0.23% | 1711 | +31 | 0.82% | Q1 2026 | Apr 29, 2026 |
| Arkos Global Advisors | History | Reduced | 3,968 | 385 | 0.05% | 0.05% | 1712 | -20 | -0.5% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 3,965 | 385 | 0.09% | 0.09% | 1713 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARDING LOEVNER LP | History | Reduced | 3,952 | 383 | 0.0% | 0.02% | 1714 | -15,068 | -79.22% | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,950 | 383 | 0.04% | 0.03% | 1715 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Morton Capital Management LLC/CA | History | No change | 3,948 | 383 | 0.06% | 0.06% | 1716 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 3,930 | 382 | 0.14% | 0.15% | 1717 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 3,937 | 382 | 0.25% | 0.26% | 1718 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 3,756 | 380 | 0.08% | 0.08% | 1719 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 3,896 | 378 | 0.05% | 0.1% | 1721 | +152 | 4.06% | Q1 2026 | May 12, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 3,700 | 378 | 0.07% | 0.07% | 1720 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 3,886 | 377 | 0.24% | — | 1723 | +3,886 | New | Q1 2026 | Apr 10, 2026 |
| Kathmere Capital Management, LLC | History | No change | 3,887 | 377 | 0.02% | 0.03% | 1722 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Concord Wealth Partners | History | No change | 3,875 | 376 | 0.05% | 0.05% | 1724 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Armstrong, Fleming & Moore, Inc | History | New | 3,858 | 374 | 0.16% | — | 1726 | +3,858 | New | Q1 2026 | Apr 13, 2026 |
| Bull Street Advisors, LLC | History | No change | 3,853 | 374 | 0.19% | 0.17% | 1725 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Baldwin Investment Management, LLC | History | No change | 3,825 | 371 | 0.04% | 0.04% | 1727 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Family Manage LLC | History | No change | 3,820 | 371 | 0.04% | 0.05% | 1728 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | No change | 3,799 | 368 | 0.07% | 0.08% | 1729 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 3,772 | 366 | 0.33% | 0.34% | 1731 | -159 | -4.04% | Q1 2026 | Apr 17, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 3,778 | 366 | 0.12% | 0.11% | 1730 | -33 | -0.87% | Q1 2026 | Apr 29, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 3,758 | 365 | 0.22% | 0.3% | 1732 | -1,086 | -22.42% | Q1 2026 | May 15, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 3,761 | 365 | 0.16% | 0.16% | 1733 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 3,756 | 364 | 0.02% | — | 1734 | +3,756 | New | Q1 2026 | May 13, 2026 |
| Bravera Wealth | History | Added to | 3,741 | 363 | 0.16% | 0.01% | 1735 | +3,517 | 1570.09% | Q1 2026 | Apr 22, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 3,732 | 362 | 0.1% | 0.18% | 1736 | -2,936 | -44.03% | Q1 2026 | May 07, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 3,728 | 362 | 0.04% | 0.04% | 1737 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Reduced | 3,718 | 361 | 0.03% | 0.07% | 1740 | -3,909 | -51.25% | Q1 2026 | Apr 17, 2026 |
| Fiduciary Group, LLC | History | Added to | 3,718 | 361 | 0.03% | 0.03% | 1738 | +173 | 4.88% | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | No change | 3,723 | 361 | 0.02% | 0.02% | 1739 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Investment Services, Inc. | History | No change | 3,704 | 359 | 0.08% | 0.08% | 1741 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BBR PARTNERS, LLC | History | Added to | 3,686 | 358 | 0.02% | 0.02% | 1742 | +140 | 3.95% | Q1 2026 | May 12, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 3,683 | 357 | 0.04% | 0.04% | 1743 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| REDW Wealth LLC | History | Reduced | 3,675 | 356 | 0.14% | 0.15% | 1744 | -302 | -7.59% | Q1 2026 | May 07, 2026 |
| Indivisible Partners | History | New | 3,653 | 354 | 0.03% | — | 1747 | +3,653 | New | Q1 2026 | Apr 30, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 3,652 | 354 | 0.11% | 0.12% | 1746 | -336 | -8.43% | Q1 2026 | Apr 08, 2026 |
| Next Level Private LLC | History | Reduced | 3,650 | 354 | 0.08% | 0.09% | 1745 | -20 | -0.54% | Q1 2026 | Apr 23, 2026 |
| Obermeyer Wealth Partners | History | Added to | 3,629 | 352 | 0.02% | 0.01% | 1749 | +735 | 25.4% | Q1 2026 | Apr 20, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 3,625 | 352 | 0.08% | 0.08% | 1748 | +30 | 0.83% | Q1 2026 | May 13, 2026 |
| Apollon Financial, LLC | History | Added to | 3,620 | 351 | 0.05% | 0.04% | 1750 | +405 | 12.6% | Q1 2026 | Apr 22, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 3,597 | 349 | 0.04% | 0.03% | 1753 | +500 | 16.14% | Q1 2026 | Apr 17, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 3,603 | 349 | 0.23% | 0.23% | 1751 | -182 | -4.81% | Q1 2026 | Apr 28, 2026 |
| Net Worth Advisory Group | History | Reduced | 3,601 | 349 | 0.07% | 0.07% | 1754 | -47 | -1.29% | Q1 2026 | May 05, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 3,602 | 349 | 0.23% | 0.23% | 1752 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 3,572 | 346 | 0.14% | 0.14% | 1755 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 3,549 | 344 | 0.13% | 0.12% | 1756 | +247 | 7.48% | Q1 2026 | Apr 17, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 3,542 | 344 | 0.07% | 0.06% | 1757 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 3,542 | 344 | 0.2% | 0.19% | 1758 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 3,521 | 341 | 0.04% | 0.05% | 1760 | -20 | -0.56% | Q1 2026 | Apr 23, 2026 |
| Phocas Financial Corp. | History | No change | 3,520 | 341 | 0.05% | 0.04% | 1759 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 3,505 | 340 | 0.33% | 0.33% | 1761 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 3,491 | 339 | 0.09% | — | 1763 | +3,491 | New | Q1 2026 | Apr 08, 2026 |
| JGP Wealth Management, LLC | History | No change | 3,496 | 339 | 0.04% | 0.03% | 1762 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Perspectives, Inc | History | No change | 3,472 | 337 | 0.09% | 0.09% | 1764 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 3,469 | 336 | 0.2% | 0.2% | 1767 | +2,356 | 211.68% | Q1 2026 | Apr 16, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 3,462 | 336 | 0.04% | 0.04% | 1769 | -10 | -0.29% | Q1 2026 | Apr 28, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 3,460 | 336 | 0.08% | 0.07% | 1765 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Index Fund Advisors, Inc. | History | No change | 3,460 | 336 | 0.02% | 0.02% | 1766 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Alta Wealth Advisors LLC | History | No change | 3,461 | 336 | 0.11% | 0.11% | 1768 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 3,452 | 335 | 0.07% | 0.07% | 1770 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Morling Financial Advisors, LLC | History | No change | 3,443 | 334 | 0.1% | 0.1% | 1771 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 3,423 | 332 | 0.11% | 2.33% | 1772 | -72,180 | -95.47% | Q1 2026 | Apr 22, 2026 |
| United Asset Strategies, Inc. | History | No change | 3,401 | 330 | 0.03% | 0.03% | 1773 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,385 | 328 | 0.01% | 0.0% | 1774 | +976 | 40.51% | Q1 2026 | May 07, 2026 |
| BCV Asset Management Inc. | History | New | 3,481 | 327 | 0.01% | — | 1779 | +3,481 | New | Q1 2026 | May 08, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 3,374 | 327 | 0.08% | 0.06% | 1777 | +613 | 22.2% | Q1 2026 | Apr 17, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 3,372 | 327 | 0.17% | 0.18% | 1778 | -208 | -5.81% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 3,371 | 327 | 0.02% | 0.02% | 1775 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 3,369 | 327 | 0.13% | 0.13% | 1776 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 3,362 | 326 | 0.02% | 0.07% | 1780 | -9,101 | -73.02% | Q1 2026 | Apr 30, 2026 |
| XY Planning Network, Inc. | History | Reduced | 3,300 | 325 | 0.05% | 0.06% | 1781 | -38 | -1.14% | Q1 2026 | Apr 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 3,333 | 323 | 0.01% | 0.01% | 1782 | -30 | -0.89% | Q1 2026 | May 12, 2026 |
| TCP Asset Management, LLC | History | Added to | 3,321 | 322 | 0.04% | 0.05% | 1784 | +55 | 1.68% | Q1 2026 | Apr 10, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 3,325 | 322 | 0.04% | 0.04% | 1783 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 3,219 | 321 | 0.02% | 0.04% | 1785 | -2,404 | -42.75% | Q1 2026 | May 12, 2026 |
| BIRCHBROOK, INC. | History | Added to | 3,309 | 321 | 0.16% | 0.12% | 1786 | +820 | 32.94% | Q1 2026 | Apr 08, 2026 |
| Claro Advisors Inc. | History | Reduced | 3,298 | 320 | 0.04% | 0.05% | 1788 | -382 | -10.38% | Q1 2026 | Apr 21, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 3,300 | 320 | 0.03% | 0.03% | 1787 | -30 | -0.9% | Q1 2026 | May 05, 2026 |
| Accel Wealth Management | History | No change | 3,298 | 320 | 0.08% | 0.09% | 1789 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 3,267 | 317 | 0.09% | 0.09% | 1790 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cooper Financial Group | History | Added to | 3,257 | 316 | 0.03% | 0.03% | 1791 | +514 | 18.74% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 3,260 | 316 | 0.07% | 0.08% | 1792 | -200 | -5.78% | Q1 2026 | Apr 09, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 3,253 | 315 | 0.25% | 0.24% | 1796 | -300 | -8.44% | Q1 2026 | Apr 13, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 3,247 | 315 | 0.15% | 0.14% | 1794 | -96 | -2.87% | Q1 2026 | Apr 14, 2026 |
| TSFG, LLC | History | Reduced | 3,246 | 315 | 0.05% | 0.05% | 1793 | -2 | -0.06% | Q1 2026 | Apr 27, 2026 |
| BankPlus Trust Department | History | No change | 3,244 | 315 | 0.08% | 0.08% | 1795 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Marble Wealth, LLC | History | New | 3,240 | 314 | 0.05% | — | 1798 | +3,240 | New | Q1 2026 | May 14, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 3,234 | 314 | 0.1% | — | 1797 | +3,234 | New | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,232 | 313 | 0.02% | 0.03% | 1802 | -357 | -9.95% | Q1 2026 | Apr 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 3,229 | 313 | 0.04% | 0.03% | 1799 | +250 | 8.39% | Q1 2026 | Apr 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 3,231 | 313 | 0.03% | 0.02% | 1801 | -50 | -1.52% | Q1 2026 | May 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 3,225 | 313 | 0.05% | 0.05% | 1800 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 3,219 | 312 | 0.13% | 0.16% | 1804 | -1,009 | -23.86% | Q1 2026 | May 07, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 3,217 | 312 | 0.06% | 0.06% | 1803 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 3,205 | 311 | 0.1% | 0.09% | 1807 | -17 | -0.53% | Q1 2026 | Apr 17, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 3,210 | 311 | 0.02% | 0.02% | 1805 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Plancorp, LLC | History | No change | 3,047 | 311 | 0.01% | 0.01% | 1806 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tillman Hartley LLC | History | Reduced | 3,194 | 310 | 0.08% | 0.08% | 1808 | -100 | -3.04% | Q1 2026 | May 08, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 3,199 | 310 | 0.11% | 0.11% | 1809 | -75 | -2.29% | Q1 2026 | Apr 23, 2026 |
| SEMITAM BONAM LLC | History | No change | 3,191 | 309 | 0.25% | 0.25% | 1810 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TPG Advisors LLC | History | No change | 3,185 | 309 | 0.19% | 0.19% | 1811 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Successful Portfolios LLC | History | Added to | 3,237 | 308 | 0.17% | 0.16% | 1813 | +115 | 3.68% | Q1 2026 | Apr 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 3,175 | 308 | 0.03% | 0.03% | 1812 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 3,176 | 308 | 0.17% | 0.17% | 1814 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cooksen Wealth, LLC | History | No change | 3,165 | 307 | 0.22% | 0.22% | 1815 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Elser Financial Planning, Inc | History | No change | 3,163 | 307 | 0.01% | 0.22% | 1816 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 2,996 | 306 | 0.01% | 0.02% | 1817 | -2,560 | -46.08% | Q1 2026 | May 12, 2026 |
| Petix & Botte Co | History | No change | 3,154 | 306 | 0.07% | 0.07% | 1818 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 3,148 | 305 | 0.11% | 0.19% | 1819 | -2,431 | -43.57% | Q1 2026 | Apr 08, 2026 |
| PACK Private Wealth, LLC | History | No change | 3,149 | 305 | 0.14% | 0.14% | 1820 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Planning, Inc. | History | New | 3,130 | 304 | 0.15% | — | 1821 | +3,130 | New | Q1 2026 | May 18, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,120 | 303 | 0.0% | 0.0% | 1822 | +67 | 2.19% | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,128 | 303 | 0.03% | 0.04% | 1823 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| South Shore Capital Advisors | History | No change | 3,124 | 303 | 0.22% | 0.22% | 1824 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 3,100 | 301 | 0.17% | 0.18% | 1826 | -125 | -3.88% | Q1 2026 | Apr 10, 2026 |
| Occidental Asset Management, LLC | History | No change | 3,101 | 301 | 0.04% | 0.04% | 1825 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,093 | 300 | 0.0% | — | 1828 | +3,093 | New | Q1 2026 | May 08, 2026 |
| Creative Capital Management Investments LLC | History | No change | 3,095 | 300 | 0.09% | 0.09% | 1827 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 3,082 | 299 | 0.0% | — | 1832 | +3,082 | New | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Reduced | 3,080 | 299 | 0.01% | 0.01% | 1829 | -2,054 | -40.01% | Q1 2026 | May 07, 2026 |
| Livet Wealth, LLC | History | Reduced | 3,083 | 299 | 0.19% | 0.2% | 1831 | -352 | -10.25% | Q1 2026 | Apr 24, 2026 |
| WILLNER & HELLER, LLC | History | No change | 3,083 | 299 | 0.22% | 0.21% | 1830 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 3,073 | 298 | 0.07% | 0.06% | 1833 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| J.P. Marvel Investment Advisors, LLC | History | No change | 3,069 | 298 | 0.04% | 0.04% | 1834 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 3,064 | 297 | 0.09% | 0.07% | 1836 | -470 | -13.3% | Q1 2026 | May 12, 2026 |
| FC Advisory LLC | History | No change | 3,067 | 297 | 0.09% | 0.08% | 1835 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Yoffe Investment Management, LLC | History | No change | 3,068 | 297 | 0.38% | 0.38% | 1837 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | No change | 3,056 | 296 | 0.28% | 0.27% | 1838 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 3,035 | 294 | 0.05% | 0.04% | 1840 | +688 | 29.31% | Q1 2026 | May 04, 2026 |
| Global View Capital Management LLC | History | Reduced | 3,031 | 294 | 0.08% | 0.06% | 1842 | -182 | -5.66% | Q1 2026 | May 04, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 3,033 | 294 | 0.09% | 0.09% | 1841 | -177 | -5.51% | Q1 2026 | May 04, 2026 |
| Smith Salley Wealth Management | History | Added to | 3,027 | 294 | 0.01% | 0.01% | 1839 | +20 | 0.67% | Q1 2026 | Apr 16, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,019 | 293 | 0.15% | 0.15% | 1843 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Reduced | 3,005 | 291 | 0.06% | 0.19% | 1844 | -6,948 | -69.81% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,999 | 291 | 0.07% | 0.06% | 1845 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Merited Wealth, LLC | History | Added to | 2,990 | 290 | 0.24% | 0.26% | 1847 | +25 | 0.84% | Q1 2026 | Apr 24, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 2,992 | 290 | 0.07% | 0.06% | 1846 | -2 | -0.07% | Q1 2026 | May 13, 2026 |
| Argentarii, LLC | History | Reduced | 2,980 | 289 | 0.1% | 0.12% | 1850 | -741 | -19.91% | Q1 2026 | May 12, 2026 |
| Aufman Associates Inc | History | No change | 2,984 | 289 | 0.14% | 0.15% | 1848 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 2,979 | 289 | 0.06% | 0.06% | 1849 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,973 | 288 | 0.02% | 0.02% | 1851 | +18 | 0.61% | Q1 2026 | Apr 28, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 2,951 | 286 | 0.07% | 0.07% | 1852 | -188 | -5.99% | Q1 2026 | Apr 24, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,953 | 286 | 0.09% | 0.1% | 1853 | -76 | -2.51% | Q1 2026 | Apr 24, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 2,914 | 283 | 0.02% | 0.02% | 1854 | +30 | 1.04% | Q1 2026 | Apr 13, 2026 |
| EPG Wealth Management LLC | History | No change | 2,923 | 283 | 0.08% | 0.08% | 1855 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 2,901 | 281 | 0.03% | 0.03% | 1856 | +45 | 1.58% | Q1 2026 | May 13, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 2,902 | 281 | 0.1% | 0.1% | 1857 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RAM Investment Partners, LLC | History | Added to | 2,879 | 279 | 0.05% | 0.05% | 1859 | +275 | 10.56% | Q1 2026 | May 04, 2026 |
| Main Street Group, LTD | History | No change | 2,876 | 279 | 0.08% | 0.1% | 1858 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 2,854 | 277 | 0.08% | 0.12% | 1860 | -835 | -22.63% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 2,704 | 276 | 0.03% | 0.03% | 1862 | +134 | 5.21% | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | No change | 2,849 | 276 | 0.06% | 0.06% | 1861 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First National Advisers, LLC | History | No change | 2,850 | 276 | 0.04% | 0.04% | 1863 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LVW Advisors, LLC | History | No change | 2,832 | 275 | 0.03% | 0.03% | 1864 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tribridge Partners Financial LLC | History | No change | 2,797 | 274 | 0.11% | 0.11% | 1865 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Omnia Family Wealth, LLC | History | No change | 2,814 | 273 | 0.09% | 0.08% | 1866 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trivium Point Advisory, LLC | History | No change | 2,815 | 273 | 0.05% | 0.03% | 1867 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aureum Wealth Management, LLC | History | New | 2,805 | 272 | 0.19% | — | 1869 | +2,805 | New | Q1 2026 | Apr 22, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 2,807 | 272 | 0.03% | 0.03% | 1868 | -169 | -5.68% | Q1 2026 | Apr 22, 2026 |
| jvl associates llc | History | Added to | 2,795 | 271 | 0.09% | 0.08% | 1872 | +356 | 14.6% | Q1 2026 | Apr 16, 2026 |
| Trans-Canada Capital Inc. | History | Reduced | 2,793 | 271 | 0.02% | 0.02% | 1871 | -70 | -2.44% | Q1 2026 | May 12, 2026 |
| Farmers National Bank | History | No change | 2,831 | 271 | 0.06% | 0.06% | 1870 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 2,783 | 270 | 0.11% | 0.1% | 1874 | +160 | 6.1% | Q1 2026 | Apr 22, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 2,785 | 270 | 0.03% | 0.03% | 1873 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Archford Capital Strategies, LLC | History | No change | 2,778 | 269 | 0.03% | 0.03% | 1875 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | New | 2,763 | 268 | 0.02% | — | 1877 | +2,763 | New | Q1 2026 | Apr 24, 2026 |
| Winthrop Capital Management, LLC | History | No change | 2,759 | 268 | 0.07% | 0.06% | 1876 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,755 | 267 | 0.03% | 0.04% | 1879 | -419 | -13.2% | Q1 2026 | May 05, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 2,758 | 267 | 0.02% | 0.01% | 1878 | +33 | 1.21% | Q1 2026 | Apr 17, 2026 |
| Bill Few Associates, Inc. | History | No change | 2,752 | 267 | 0.06% | 0.06% | 1880 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 2,733 | 265 | 0.03% | 0.03% | 1881 | -19 | -0.69% | Q1 2026 | Apr 15, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 2,737 | 265 | 0.09% | 0.1% | 1882 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| One Degree Advisors Inc | History | No change | 2,723 | 264 | 0.07% | 0.07% | 1883 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 2,709 | 263 | 0.01% | 0.02% | 1886 | -653 | -19.42% | Q1 2026 | Apr 09, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 2,715 | 263 | 0.08% | 0.09% | 1884 | -189 | -6.51% | Q1 2026 | Apr 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 2,716 | 263 | 0.02% | 0.02% | 1885 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sensible Money, LLC | History | No change | 2,693 | 261 | 0.08% | 0.08% | 1887 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 2,680 | 260 | 0.02% | 0.03% | 1888 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | Added to | 2,676 | 259 | 0.2% | 0.2% | 1890 | +1 | 0.04% | Q1 2026 | May 04, 2026 |
| Elk River Wealth Management LLC | History | No change | 2,675 | 259 | 0.04% | 0.04% | 1889 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cedarwood Wealth LLC | History | No change | 2,675 | 259 | 0.26% | 0.3% | 1891 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GERBER, LLC | History | No change | 2,666 | 258 | 0.14% | 0.14% | 1892 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BKM Wealth Management, LLC | History | Added to | 2,646 | 257 | 0.09% | 0.09% | 1895 | +111 | 4.38% | Q1 2026 | Apr 22, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 2,655 | 257 | 0.01% | 0.01% | 1893 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Perkins Coie Trust Co | History | No change | 2,646 | 257 | 0.05% | 0.05% | 1894 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 2,645 | 256 | 0.03% | 0.04% | 1896 | -400 | -13.14% | Q1 2026 | May 11, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 2,639 | 256 | 0.08% | 0.08% | 1897 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keewaydin Investments LLC | History | No change | 2,640 | 256 | 0.08% | 0.07% | 1898 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | New | 2,631 | 255 | 0.1% | — | 1900 | +2,631 | New | Q1 2026 | Apr 21, 2026 |
| Blue Chip Partners, LLC | History | No change | 2,632 | 255 | 0.02% | 0.02% | 1899 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Added to | 2,624 | 254 | 0.05% | 0.05% | 1903 | +20 | 0.77% | Q1 2026 | Apr 20, 2026 |
| GFG Capital, LLC | History | No change | 2,617 | 254 | 0.08% | 0.09% | 1901 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Zeit Capital LLC | History | No change | 2,620 | 254 | 0.17% | 0.17% | 1902 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lynx Investment Advisory | History | Reduced | 2,615 | 253 | 0.12% | 0.32% | 1905 | -3,477 | -57.07% | Q1 2026 | Apr 24, 2026 |
| Midwest Financial Group LLC | History | Added to | 2,613 | 253 | 0.11% | 0.1% | 1904 | +290 | 12.48% | Q1 2026 | Apr 22, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 2,610 | 252 | 0.18% | 0.19% | 1906 | -483 | -15.62% | Q1 2026 | Apr 16, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 2,604 | 252 | 0.23% | 0.37% | 1907 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Everhart Financial Group, Inc. | History | No change | 2,603 | 252 | 0.02% | 0.02% | 1908 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 2,585 | 251 | 0.15% | 0.17% | 1911 | -274 | -9.58% | Q1 2026 | May 15, 2026 |
| Guardian Partners Inc. | History | Added to | 2,590 | 251 | 0.02% | 0.02% | 1910 | +271 | 11.69% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 2,592 | 251 | 0.05% | 0.05% | 1909 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| American State Bank (Iowa) | History | Added to | 2,584 | 250 | 0.12% | 0.1% | 1914 | +310 | 13.63% | Q1 2026 | Apr 14, 2026 |
| Clearstead Trust, LLC | History | No change | 2,579 | 250 | 0.04% | 0.04% | 1912 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Madison Wealth Partners, Inc | History | No change | 2,579 | 250 | 0.04% | 0.05% | 1913 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,560 | 249 | 0.03% | 0.03% | 1915 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 2,568 | 249 | 0.04% | 0.04% | 1916 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Beacon Wealthcare LLC | History | New | 2,558 | 248 | 0.09% | — | 1920 | +2,558 | New | Q1 2026 | Apr 01, 2026 |
| Asempa Wealth Advisors | History | Reduced | 2,522 | 248 | 0.22% | 0.21% | 1919 | -1 | -0.04% | Q1 2026 | Apr 08, 2026 |
| Planned Solutions, Inc. | History | No change | 2,554 | 248 | 0.08% | 0.08% | 1917 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sonoma Allocations LLC | History | No change | 2,531 | 248 | 0.09% | 0.08% | 1918 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Gibbs Wealth Management | History | New | 2,544 | 247 | 0.03% | — | 1922 | +2,544 | New | Q1 2026 | May 13, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 2,551 | 247 | 0.03% | 0.03% | 1921 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 2,533 | 246 | 0.01% | — | 1927 | +2,533 | New | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,538 | 246 | 0.04% | 0.04% | 1924 | +580 | 29.62% | Q1 2026 | May 11, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 2,542 | 246 | 0.07% | 0.07% | 1923 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 2,542 | 246 | 0.08% | 0.12% | 1925 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Avant Financial Advisors LLC | History | No change | 2,535 | 246 | 0.17% | 0.17% | 1926 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| QTR Family Wealth, LLC | History | No change | 2,372 | 245 | 0.1% | 0.11% | 1928 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rockingstone Advisors LLC | History | No change | 2,520 | 244 | 0.11% | 0.11% | 1929 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Old Peak Finance LLC | History | No change | 2,516 | 244 | 0.14% | 0.15% | 1930 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Seneca Financial Advisors LLC | History | No change | 2,518 | 244 | 0.07% | 0.07% | 1931 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 2,512 | 243 | 0.16% | 0.25% | 1934 | -3,788 | -60.13% | Q1 2026 | May 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 2,504 | 243 | 0.06% | 0.06% | 1932 | +30 | 1.21% | Q1 2026 | Apr 17, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 2,505 | 243 | 0.06% | 0.08% | 1933 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 2,498 | 242 | 0.02% | 0.05% | 1938 | -3,668 | -59.49% | Q1 2026 | May 07, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 2,493 | 242 | 0.11% | 0.1% | 1936 | +80 | 3.32% | Q1 2026 | May 12, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 2,497 | 242 | 0.05% | 0.07% | 1939 | -3 | -0.12% | Q1 2026 | Apr 22, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 2,500 | 242 | 0.02% | 0.01% | 1935 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Keebeck Wealth Management | History | No change | 2,491 | 242 | 0.03% | 0.03% | 1937 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Management, LLC / MS | History | New | 2,490 | 241 | 0.07% | — | 1940 | +2,490 | New | Q1 2026 | Apr 10, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 2,476 | 240 | 0.11% | 0.03% | 1942 | +1,810 | 271.77% | Q1 2026 | May 04, 2026 |
| Northwest Bancshares, Inc. | History | Added to | 2,471 | 240 | 0.05% | 0.04% | 1941 | +204 | 9.0% | Q1 2026 | May 12, 2026 |
| Sachetta, LLC | History | No change | 2,466 | 239 | 0.13% | 0.13% | 1943 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 2,453 | 238 | 0.01% | 0.01% | 1944 | -274 | -10.05% | Q1 2026 | May 11, 2026 |
| SHARPEPOINT LLC | History | No change | 2,455 | 238 | 0.14% | 0.14% | 1945 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 2,450 | 237 | 0.02% | 0.02% | 1946 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Blueprint, LLC | History | No change | 2,441 | 237 | 0.01% | 0.01% | 1947 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 2,274 | 236 | 0.01% | 0.01% | 1948 | -2 | -0.09% | Q1 2026 | Apr 24, 2026 |
| Austin Private Wealth, LLC | History | No change | 2,462 | 236 | 0.02% | 0.02% | 1949 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 2,421 | 235 | 0.1% | 0.14% | 1950 | -906 | -27.23% | Q1 2026 | Apr 24, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 2,427 | 235 | 0.36% | 0.37% | 1954 | -159 | -6.15% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | Reduced | 2,427 | 235 | 0.1% | 0.1% | 1951 | -30 | -1.22% | Q1 2026 | May 04, 2026 |
| Tannin Capital LLC | History | Reduced | 2,421 | 235 | 0.17% | 0.21% | 1955 | -7 | -0.29% | Q1 2026 | May 12, 2026 |
| Widmann Financial Services, Inc. | History | No change | 2,421 | 235 | 0.14% | 0.14% | 1952 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Opulen Financial Group LLC | History | No change | 2,430 | 235 | 0.17% | 0.17% | 1953 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 2,415 | 234 | 0.04% | 0.04% | 1956 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 2,416 | 234 | 0.04% | 0.04% | 1957 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lafayette Investments, Inc. | History | Added to | 2,407 | 233 | 0.05% | 0.04% | 1958 | +15 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 2,408 | 233 | 0.09% | 0.09% | 1959 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 2,400 | 233 | 0.08% | 0.08% | 1960 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 2,406 | 233 | 0.11% | 0.12% | 1961 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Invst, LLC | History | New | 2,398 | 232 | 0.03% | — | 1964 | +2,398 | New | Q1 2026 | May 13, 2026 |
| McLaughlin Asset Management, Inc. | History | Added to | 2,395 | 232 | 0.22% | 0.2% | 1963 | +91 | 3.95% | Q1 2026 | Apr 29, 2026 |
| Planning Project LLC | History | No change | 2,416 | 232 | 0.06% | 0.06% | 1962 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 2,387 | 231 | 0.13% | 0.11% | 1965 | -30 | -1.24% | Q1 2026 | Apr 14, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 2,374 | 230 | 0.22% | 0.22% | 1966 | +10 | 0.42% | Q1 2026 | May 04, 2026 |
| CLARK ESTATES INC/NY | History | No change | 2,370 | 230 | 0.06% | 0.06% | 1967 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MontVue Capital Management, Inc. | History | No change | 2,364 | 229 | 0.16% | 0.15% | 1968 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Twelve Points Wealth Management LLC | History | New | 2,356 | 228 | 0.05% | — | 1971 | +2,356 | New | Q1 2026 | Apr 14, 2026 |
| Perennial Advisors, LLC | History | Added to | 2,355 | 228 | 0.04% | 0.04% | 1969 | +20 | 0.86% | Q1 2026 | Apr 13, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2,355 | 228 | 0.13% | 0.15% | 1970 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IRON Financial LLC | History | Reduced | 2,345 | 227 | 0.1% | 0.11% | 1972 | -129 | -5.21% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,346 | 227 | 0.02% | 0.02% | 1973 | -50 | -2.09% | Q1 2026 | May 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | New | 2,335 | 226 | 0.05% | — | 1975 | +2,335 | New | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | Added to | 2,336 | 226 | 0.01% | 0.01% | 1974 | +19 | 0.82% | Q1 2026 | Apr 21, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 2,319 | 225 | 0.18% | 0.29% | 1977 | -1,438 | -38.28% | Q1 2026 | May 05, 2026 |
| CRA Financial Services, LLC | History | Reduced | 2,323 | 225 | 0.03% | 0.03% | 1976 | -257 | -9.96% | Q1 2026 | Apr 09, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Added to | 2,322 | 225 | 0.18% | 0.18% | 1978 | +178 | 8.3% | Q1 2026 | May 07, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 2,314 | 224 | 0.01% | — | 1981 | +2,314 | New | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 2,308 | 224 | 0.03% | 0.06% | 1979 | -2,093 | -47.56% | Q1 2026 | May 13, 2026 |
| PARTHENON LLC | History | No change | 2,313 | 224 | 0.03% | 0.02% | 1980 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Reliant Investment Partners, LLC | History | New | 2,293 | 222 | 0.18% | — | 1983 | +2,293 | New | Q1 2026 | May 11, 2026 |
| American Trust | History | Added to | 2,288 | 222 | 0.02% | 0.02% | 1982 | +41 | 1.82% | Q1 2026 | May 01, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Added to | 2,277 | 221 | 0.18% | 0.15% | 1985 | +23 | 1.02% | Q1 2026 | May 13, 2026 |
| NCM Capital Management, LLC | History | No change | 2,276 | 221 | 0.08% | 0.08% | 1984 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 2,238 | 220 | 0.04% | 0.04% | 1986 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 2,275 | 220 | 0.04% | 0.04% | 1987 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Objectivity Squared, LLC | History | No change | 2,266 | 220 | 0.14% | 0.12% | 1988 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Claris Financial LLC | History | Reduced | 2,265 | 219 | 0.12% | 0.12% | 1989 | -18 | -0.79% | Q1 2026 | May 18, 2026 |
| Powerhouse Assets LLC | History | No change | 2,250 | 218 | 0.19% | 0.19% | 1990 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 2,240 | 217 | 0.02% | 0.02% | 1991 | +5 | 0.22% | Q1 2026 | May 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 2,235 | 217 | 0.03% | 0.03% | 1992 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 2,241 | 217 | 0.03% | 0.03% | 1993 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 2,220 | 215 | 0.15% | 0.17% | 1994 | -43 | -1.9% | Q1 2026 | Apr 15, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 2,205 | 214 | 0.03% | 0.03% | 1995 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | No change | 2,205 | 214 | 0.0% | 0.0% | 1996 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,203 | 213 | 0.05% | — | 1998 | +2,203 | New | Q1 2026 | May 08, 2026 |
| Fulcrum Capital LLC | History | Reduced | 2,203 | 213 | 0.05% | 0.06% | 1997 | -1,020 | -31.65% | Q1 2026 | Apr 30, 2026 |
| Passive Capital Management, LLC. | History | New | 2,186 | 212 | 0.06% | — | 2001 | +2,186 | New | Q1 2026 | May 14, 2026 |
| Rodgers & Associates, LTD | History | Added to | 2,184 | 212 | 0.02% | 0.02% | 1999 | +5 | 0.23% | Q1 2026 | May 04, 2026 |