iSHARES TRUST - ESGU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,803,021 | 1,952,023 | 0.14% | 0.14% | 1 | +467,558 | 3.51% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,007,080 | 1,374,872 | 0.09% | 0.1% | 2 | -281,574 | -2.74% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,136,786 | 726,444 | 0.1% | 0.1% | 3 | -22,489 | -0.44% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 4,900,171 | 673,234 | 5.14% | — | 4 | +4,900,171 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,046,469 | 572,251 | 0.07% | 0.07% | 5 | +31,233 | 0.78% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 4,041,916 | 571,608 | 1.08% | 1.11% | 6 | +117,320 | 2.99% | Q1 2026 | May 14, 2026 |
| Acorns Advisers, LLC | History | Added to | 2,652,397 | 375,102 | 2.79% | 2.87% | 7 | +86,575 | 3.37% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,646,197 | 374,225 | 0.82% | 0.86% | 8 | +54,889 | 2.12% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 2,356,917 | 333,315 | 0.01% | 0.01% | 9 | +253,511 | 12.05% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,098,636 | 296,789 | 0.08% | 0.09% | 10 | +162,934 | 8.42% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 1,782,800 | 252,123 | 0.02% | 0.02% | 11 | -831,853 | -31.82% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,308,152 | 184,998 | 0.71% | — | 12 | +1,308,152 | New | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,293,522 | 182,929 | 0.03% | 0.06% | 13 | -768,530 | -37.27% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,183,376 | 167,352 | 0.04% | 0.05% | 14 | +21,288 | 1.83% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,073,357 | 151,794 | 0.09% | 0.1% | 15 | +46,006 | 4.48% | Q1 2026 | May 07, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 697,197 | 98,597 | 1.17% | 1.15% | 16 | +18,717 | 2.76% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 521,795 | 73,792 | 0.01% | 0.01% | 17 | -7,510 | -1.42% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 503,648 | 71,225 | 0.18% | 0.31% | 18 | -258,260 | -33.9% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 369,661 | 52,277 | 0.07% | 0.07% | 19 | -6,623 | -1.76% | Q1 2026 | Apr 27, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 348,203 | 49,242 | 3.31% | 3.45% | 20 | +12,868 | 3.84% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Added to | 344,533 | 48,723 | 0.67% | 0.67% | 21 | +31,485 | 10.06% | Q1 2026 | Apr 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 342,392 | 48,425 | 0.01% | 0.01% | 22 | -19,658 | -5.43% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 337,896 | 47,785 | 0.44% | 0.0% | 23 | +335,300 | 12916.02% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 330,863 | 46,790 | 0.26% | 0.17% | 24 | -2,638 | -0.79% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 325,209 | 45,991 | 0.05% | 0.05% | 25 | +18,761 | 6.12% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 313,427 | 44,324 | 0.03% | 0.03% | 26 | +3,740 | 1.21% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 302,011 | 42,710 | 0.02% | 0.03% | 27 | -158,864 | -34.47% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 299,510 | 42,356 | 0.01% | 0.01% | 28 | +5,151 | 1.75% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 276,082 | 39,043 | 0.04% | 0.04% | 29 | +395 | 0.14% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 275,852 | 39,010 | 0.0% | 0.0% | 30 | +42,114 | 18.02% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 270,189 | 38,210 | 0.06% | 0.06% | 31 | +144 | 0.05% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 263,832 | 37,311 | 0.1% | 0.11% | 32 | -13,853 | -4.99% | Q1 2026 | May 14, 2026 |
| IMPACTfolio, LLC | History | Reduced | 261,453 | 36,974 | 15.71% | 18.09% | 33 | -27,752 | -9.6% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 243,482 | 36,273 | 0.01% | 0.01% | 34 | +69,341 | 39.82% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 241,553 | 34,160 | 0.87% | 0.96% | 35 | -7,255 | -2.92% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 241,479 | 34,149 | 0.39% | 0.38% | 36 | +17,761 | 7.94% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 239,938 | 33,932 | 0.09% | 0.08% | 37 | +47,825 | 24.89% | Q1 2026 | Apr 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 222,363 | 31,446 | 0.65% | 0.67% | 38 | -2,970 | -1.32% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 205,632 | 29,080 | 0.23% | 0.26% | 39 | -310 | -0.15% | Q1 2026 | Apr 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 197,413 | 27,918 | 0.01% | 0.01% | 40 | -24,922 | -11.21% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 192,355 | 27,449 | 0.06% | 0.04% | 41 | -18,026 | -8.57% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 186,049 | 26,311 | 0.62% | 0.68% | 42 | -1,314 | -0.7% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 177,705 | 25,131 | 0.13% | 0.12% | 43 | +59,912 | 50.86% | Q1 2026 | May 15, 2026 |
| Clarius Group, LLC | History | No change | 168,201 | 25,058 | 1.43% | 1.43% | 44 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 176,960 | 25,025 | 0.83% | 0.87% | 45 | +361 | 0.2% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 165,014 | 23,336 | 0.09% | 0.12% | 46 | -61,061 | -27.01% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 161,406 | 22,825 | 0.06% | 0.07% | 47 | -21,105 | -11.56% | Q1 2026 | May 04, 2026 |
| Rock Creek Group LLC | History | No change | 161,100 | 22,782 | 2.31% | 2.69% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 157,309 | 22,246 | 0.75% | 0.81% | 49 | +2,298 | 1.48% | Q1 2026 | May 14, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 149,450 | 21,135 | 2.96% | 3.1% | 50 | -1,142 | -0.76% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 144,193 | 20,391 | 0.03% | 0.03% | 51 | +11,407 | 8.59% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 143,191 | 20,254 | 0.03% | 0.04% | 52 | -58,824 | -29.12% | Q1 2026 | May 15, 2026 |
| Erickson Financial Group, LLC | History | Added to | 136,408 | 19,290 | 12.09% | 12.24% | 53 | +2,632 | 1.97% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 128,256 | 18,137 | 0.27% | 0.27% | 54 | +1,664 | 1.31% | Q1 2026 | May 05, 2026 |
| AlTi Global, Inc. | History | Added to | 123,498 | 17,465 | 0.38% | 0.38% | 55 | +5,090 | 4.3% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Reduced | 120,997 | 17,122 | 0.21% | 0.24% | 56 | -3,145 | -2.53% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 120,902 | 17,097 | 0.14% | 0.16% | 57 | +29,472 | 32.23% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 118,126 | 16,700 | 0.02% | 0.02% | 58 | -4,681 | -3.81% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 116,599 | 16,489 | 0.02% | 0.02% | 59 | +20,851 | 21.78% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 105,744 | 14,954 | 0.04% | 0.04% | 60 | +383 | 0.36% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 104,455 | 14,772 | 0.05% | 0.06% | 61 | -12,521 | -10.7% | Q1 2026 | Jun 02, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 101,743 | 14,388 | 1.94% | 2.04% | 62 | -5,843 | -5.43% | Q1 2026 | Apr 08, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 101,423 | 14,343 | 1.79% | 1.93% | 63 | -4,575 | -4.32% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 96,995 | 13,717 | 0.21% | 0.28% | 64 | +2,894 | 3.08% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 90,738 | 12,832 | 0.22% | 0.19% | 65 | +18,622 | 25.82% | Q1 2026 | May 07, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 89,844 | 12,705 | 0.94% | 0.98% | 66 | -59 | -0.07% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 85,842 | 12,139 | 0.0% | 0.0% | 67 | +39,389 | 84.79% | Q1 2026 | May 13, 2026 |
| Blue Edge Capital, LLC | History | Reduced | 84,923 | 12,009 | 1.59% | 1.82% | 68 | -6,379 | -6.99% | Q1 2026 | Jun 02, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 84,819 | 11,995 | 3.64% | 4.03% | 69 | -1,677 | -1.94% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 83,821 | 11,853 | 0.01% | 0.01% | 70 | -945 | -1.11% | Q1 2026 | May 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 80,000 | 11,313 | 0.48% | 0.49% | 71 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 79,173 | 11,196 | 0.04% | 0.04% | 72 | +10,843 | 15.87% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | Reduced | 71,834 | 11,091 | 0.16% | 0.23% | 73 | -7,772 | -9.76% | Q1 2026 | Apr 20, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 78,418 | 11,089 | 1.11% | 1.18% | 74 | +201 | 0.26% | Q1 2026 | Apr 30, 2026 |
| Plancorp, LLC | History | Reduced | 72,386 | 10,675 | 0.3% | 0.33% | 75 | -673 | -0.92% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 74,909 | 10,593 | 0.01% | 0.0% | 76 | +33,020 | 78.83% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 73,206 | 10,352 | 1.16% | 1.28% | 77 | -1,493 | -2.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 70,640 | 9,989 | 0.1% | 0.1% | 78 | -505 | -0.71% | Q1 2026 | May 08, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 70,306 | 9,942 | 5.24% | 5.97% | 79 | -2,040 | -2.82% | Q1 2026 | Apr 23, 2026 |
| Wealth Architects, LLC | History | Added to | 69,836 | 9,876 | 0.88% | 0.88% | 80 | +3,990 | 6.06% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 68,154 | 9,638 | 4.88% | 6.85% | 81 | -15,450 | -18.48% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 67,800 | 9,588 | 0.01% | 0.01% | 82 | -2,700 | -3.83% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 67,679 | 9,571 | 0.15% | 0.17% | 83 | -1,020 | -1.48% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 67,280 | 9,514 | 0.16% | 0.17% | 84 | +4,807 | 7.69% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | Added to | 64,963 | 9,187 | 0.0% | 0.0% | 85 | +560 | 0.87% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Added to | 64,783 | 9,161 | 0.25% | 0.18% | 86 | +23,917 | 58.53% | Q1 2026 | May 12, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 64,770 | 9,159 | 2.74% | 3.85% | 87 | -6,149 | -8.67% | Q1 2026 | May 08, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 64,556 | 9,129 | 0.53% | 0.57% | 88 | -699 | -1.07% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 64,438 | 9,112 | 0.06% | 0.06% | 89 | -1,942 | -2.93% | Q1 2026 | May 15, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 61,618 | 8,714 | 1.2% | 1.32% | 90 | +434 | 0.71% | Q1 2026 | Apr 16, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 61,372 | 8,679 | 0.07% | 0.08% | 91 | -4,882 | -7.37% | Q1 2026 | May 01, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 61,049 | 8,633 | 0.12% | 0.14% | 92 | +760 | 1.26% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 60,509 | 8,557 | 0.01% | 0.01% | 93 | -69 | -0.11% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 61,615 | 8,465 | 0.01% | 0.01% | 94 | -3,179 | -4.91% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 58,616 | 8,289 | 0.15% | 0.15% | 95 | +5,324 | 9.99% | Q1 2026 | Jun 02, 2026 |
| &PARTNERS | History | Added to | 56,755 | 8,026 | 0.04% | 0.04% | 96 | +7,488 | 15.2% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 57,322 | 8,024 | 0.02% | 0.02% | 97 | -57 | -0.1% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 56,208 | 8,006 | 0.08% | 0.08% | 98 | +3,502 | 6.64% | Q1 2026 | Apr 07, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 56,516 | 7,992 | 0.1% | 0.1% | 99 | -674 | -1.18% | Q1 2026 | May 06, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 56,353 | 7,969 | 1.13% | 1.19% | 100 | -1,587 | -2.74% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | Added to | 55,336 | 7,825 | 0.11% | 0.08% | 101 | +16,424 | 42.21% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 55,111 | 7,793 | 0.04% | 0.05% | 102 | -870 | -1.55% | Q1 2026 | May 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 54,534 | 7,712 | 1.32% | 1.37% | 103 | +227 | 0.42% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 53,838 | 7,613 | 0.01% | 0.01% | 105 | +2,742 | 5.37% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 53,836 | 7,613 | 0.02% | 0.02% | 104 | +2,043 | 3.94% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 53,491 | 7,564 | 0.1% | 0.11% | 106 | -680 | -1.26% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 48,638 | 7,510 | 0.52% | 0.54% | 107 | -1,170 | -2.35% | Q1 2026 | Apr 29, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 50,748 | 7,176 | 3.25% | 3.34% | 108 | +5,681 | 12.61% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 49,522 | 7,003 | 0.05% | 0.05% | 109 | +4,688 | 10.46% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 48,357 | 6,838 | 0.01% | 0.04% | 110 | -134,451 | -73.55% | Q1 2026 | Apr 27, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 48,044 | 6,808 | 1.24% | 1.23% | 111 | +901 | 1.91% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 47,593 | 6,730 | 6.49% | 7.11% | 112 | -495 | -1.03% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 43,888 | 6,206 | 0.03% | 0.03% | 113 | +3,315 | 8.17% | Q1 2026 | Apr 24, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 42,544 | 6,016 | 3.19% | 3.32% | 114 | +2,379 | 5.92% | Q1 2026 | Apr 23, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 42,100 | 5,953 | 3.55% | 3.62% | 115 | -78 | -0.18% | Q1 2026 | Apr 30, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 40,269 | 5,694 | 1.31% | 1.44% | 116 | -1,197 | -2.89% | Q1 2026 | May 04, 2026 |
| SPINNAKER TRUST | History | Reduced | 40,122 | 5,674 | 0.31% | 0.33% | 117 | -692 | -1.7% | Q1 2026 | Apr 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 40,008 | 5,657 | 0.27% | 0.28% | 118 | +14 | 0.04% | Q1 2026 | Apr 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 39,930 | 5,646 | 0.33% | 0.28% | 119 | +6,769 | 20.41% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 39,813 | 5,630 | 0.04% | 0.04% | 120 | -1,102 | -2.69% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 39,488 | 5,584 | 0.12% | 0.13% | 121 | -128 | -0.32% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 39,037 | 5,520 | 0.1% | 0.11% | 122 | -368 | -0.93% | Q1 2026 | Apr 10, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 38,610 | 5,460 | 4.52% | 4.67% | 123 | +3,801 | 10.92% | Q1 2026 | Apr 22, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 35,182 | 5,241 | 0.99% | 0.99% | 124 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 33,213 | 5,170 | 0.71% | 0.75% | 125 | -509 | -1.51% | Q1 2026 | Apr 28, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 35,991 | 5,089 | 3.57% | 3.76% | 126 | +509 | 1.43% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | Added to | 35,598 | 5,034 | 0.04% | 0.03% | 127 | +4,598 | 14.83% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 35,584 | 5,032 | 0.7% | 0.7% | 128 | +1,931 | 5.74% | Q1 2026 | Apr 24, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 35,248 | 4,983 | 0.01% | 0.01% | 129 | +2,266 | 6.87% | Q1 2026 | May 13, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 35,077 | 4,960 | 1.03% | 1.04% | 130 | +2,566 | 7.89% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 34,485 | 4,876 | 0.04% | 0.04% | 131 | -2,385 | -6.47% | Q1 2026 | May 13, 2026 |
| Maia Wealth LLC | History | Reduced | 33,547 | 4,744 | 0.8% | 0.89% | 132 | -1,706 | -4.84% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 33,023 | 4,670 | 0.0% | — | 133 | +33,023 | New | Q1 2026 | May 15, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 32,560 | 4,604 | 0.59% | 0.67% | 134 | -3,210 | -8.97% | Q1 2026 | May 07, 2026 |
| Archer Investment Management, LLC | History | Added to | 32,494 | 4,595 | 1.93% | 0.52% | 135 | +26,011 | 401.22% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 31,594 | 4,468 | 0.05% | 0.05% | 136 | -117 | -0.37% | Q1 2026 | Apr 28, 2026 |
| National Philanthropic Trust | History | Reduced | 31,160 | 4,406 | 0.05% | 0.05% | 137 | -839 | -2.62% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 30,637 | 4,332 | 0.08% | 0.08% | 139 | +337 | 1.11% | Q1 2026 | May 07, 2026 |
| Goodwin Investment Advisory | History | Reduced | 30,637 | 4,332 | 5.16% | 5.03% | 138 | -135 | -0.44% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 30,558 | 4,321 | 0.92% | 0.97% | 140 | -217 | -0.71% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 30,170 | 4,252 | 0.04% | 0.06% | 141 | -5,234 | -14.78% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 29,722 | 4,203 | 0.01% | 0.01% | 142 | +1,612 | 5.73% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 28,983 | 4,098 | 0.02% | 0.02% | 143 | +358 | 1.25% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Added to | 28,804 | 4,073 | 0.15% | 0.16% | 144 | +561 | 1.99% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 28,490 | 4,029 | 0.01% | 0.0% | 145 | +8,675 | 43.78% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 28,071 | 3,969 | 0.07% | 0.08% | 146 | -18 | -0.06% | Q1 2026 | Apr 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 27,454 | 3,882 | 0.01% | 0.01% | 147 | +4,709 | 20.7% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 27,431 | 3,879 | 0.09% | 0.09% | 148 | +1,510 | 5.83% | Q1 2026 | May 15, 2026 |
| Weil Company, Inc. | History | Added to | 27,268 | 3,856 | 0.87% | 0.78% | 149 | +4,440 | 19.45% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 25,476 | 3,790 | 0.02% | 0.03% | 150 | -50 | -0.2% | Q1 2026 | May 15, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 26,558 | 3,755 | 2.96% | 3.14% | 151 | +1,042 | 4.08% | Q1 2026 | Apr 24, 2026 |
| Balance Wealth, LLC | History | Reduced | 26,107 | 3,692 | 1.15% | 1.27% | 152 | -374 | -1.41% | Q1 2026 | Apr 20, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 25,775 | 3,645 | 0.2% | 0.24% | 153 | +21 | 0.08% | Q1 2026 | Apr 29, 2026 |
| Moment Partners, LLC | History | Reduced | 24,857 | 3,515 | 0.63% | 0.76% | 154 | -91 | -0.36% | Q1 2026 | May 04, 2026 |
| Jordan Park Group LLC | History | Added to | 24,728 | 3,497 | 0.19% | 0.21% | 155 | +635 | 2.64% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Reduced | 24,680 | 3,490 | 0.1% | 0.11% | 156 | -589 | -2.33% | Q1 2026 | Apr 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 24,619 | 3,481 | 1.25% | 1.29% | 157 | +73 | 0.3% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 24,122 | 3,411 | 0.0% | 0.0% | 158 | -991 | -3.95% | Q1 2026 | May 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 24,069 | 3,403 | 0.13% | 0.13% | 159 | +63 | 0.26% | Q1 2026 | May 12, 2026 |
| FLC Capital Advisors | History | Reduced | 23,969 | 3,389 | 0.6% | 0.66% | 160 | -104 | -0.43% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 23,689 | 3,350 | 0.02% | 0.02% | 161 | -1,232 | -4.94% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 23,579 | 3,334 | 0.02% | 0.02% | 162 | -97 | -0.41% | Q1 2026 | Apr 27, 2026 |
| WT Wealth Management | History | Reduced | 23,515 | 3,325 | 0.99% | 1.13% | 163 | -2,845 | -10.79% | Q1 2026 | Apr 21, 2026 |
| Opes Wealth Management LLC | History | Added to | 23,326 | 3,298 | 0.54% | 0.56% | 164 | +70 | 0.3% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 21,228 | 3,289 | 0.06% | 0.04% | 165 | +15,693 | 283.52% | Q1 2026 | May 01, 2026 |
| SOFI WEALTH, LLC | History | Added to | 23,132 | 3,271 | 0.16% | 0.14% | 166 | +4,547 | 24.47% | Q1 2026 | May 05, 2026 |
| MA Private Wealth | History | Reduced | 23,102 | 3,267 | 0.55% | 0.58% | 167 | -97 | -0.42% | Q1 2026 | May 07, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 23,073 | 3,263 | 0.1% | 0.1% | 168 | -133 | -0.57% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 22,741 | 3,216 | 0.01% | 0.01% | 169 | -377 | -1.63% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 22,561 | 3,190 | 0.0% | 0.0% | 170 | -32,716 | -59.19% | Q1 2026 | May 05, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 22,519 | 3,184 | 2.46% | 2.7% | 171 | -1,631 | -6.75% | Q1 2026 | Apr 20, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 22,386 | 3,165 | 0.73% | 0.79% | 172 | -1,044 | -4.46% | Q1 2026 | Apr 10, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 22,383 | 3,165 | 2.63% | 2.73% | 173 | +317 | 1.44% | Q1 2026 | May 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 22,286 | 3,151 | 0.09% | 0.1% | 174 | +126 | 0.57% | Q1 2026 | Apr 14, 2026 |
| Garde Capital, Inc. | History | Added to | 22,090 | 3,123 | 0.19% | 0.19% | 175 | +67 | 0.3% | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 21,912 | 3,098 | 0.02% | 0.02% | 176 | -1,129 | -4.9% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 21,616 | 3,056 | 0.03% | 0.04% | 177 | -1,202 | -5.27% | Q1 2026 | Apr 20, 2026 |
| KPP Advisory Services LLC | History | New | 21,367 | 3,021 | 0.44% | — | 178 | +21,367 | New | Q1 2026 | Apr 24, 2026 |
| PFG Investments, LLC | History | Added to | 21,196 | 2,997 | 0.14% | 0.15% | 179 | +78 | 0.37% | Q1 2026 | Apr 27, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 21,051 | 2,977 | 0.04% | 0.04% | 180 | +5,822 | 38.23% | Q1 2026 | Apr 10, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 21,047 | 2,976 | 0.79% | 0.83% | 181 | -17 | -0.08% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 20,461 | 2,893 | 0.01% | 0.02% | 182 | +353 | 1.76% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 20,375 | 2,881 | 0.09% | 0.07% | 183 | +3,590 | 21.39% | Q1 2026 | May 14, 2026 |
| Pioneer Wealth Management Group | History | Added to | 20,338 | 2,876 | 0.81% | 0.86% | 184 | +1,345 | 7.08% | Q1 2026 | Apr 08, 2026 |
| HF Advisory Group, LLC | History | Reduced | 20,055 | 2,836 | 0.97% | 1.06% | 185 | -306 | -1.5% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 19,872 | 2,810 | 0.02% | 0.02% | 186 | +495 | 2.55% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 19,662 | 2,780 | 0.05% | 0.01% | 187 | +17,265 | 720.28% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 19,566 | 2,767 | 0.37% | 0.43% | 188 | -266 | -1.34% | Q1 2026 | May 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 19,372 | 2,739 | 0.07% | 0.08% | 189 | -411 | -2.08% | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 19,250 | 2,722 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Leo Wealth, LLC | History | Added to | 18,870 | 2,668 | 0.19% | 0.2% | 191 | +497 | 2.71% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 18,753 | 2,652 | 0.03% | 0.02% | 192 | +14,307 | 321.79% | Q1 2026 | May 12, 2026 |
| Brooklyn FI, LLC | History | Reduced | 18,687 | 2,642 | 0.56% | 0.6% | 193 | -159 | -0.84% | Q1 2026 | May 11, 2026 |
| High Falls Advisors, Inc | History | No change | 17,673 | 2,632 | 0.53% | 0.53% | 194 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Cascade Financial Partners, LLC | History | No change | 18,500 | 2,616 | 0.27% | 0.28% | 195 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 18,491 | 2,614 | 0.11% | 0.13% | 196 | -567 | -2.98% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 18,462 | 2,610 | 0.15% | 0.18% | 197 | -1,267 | -6.42% | Q1 2026 | Apr 09, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 18,366 | 2,597 | 1.86% | 2.66% | 198 | -7,419 | -28.77% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 18,270 | 2,583 | 0.0% | 0.0% | 199 | +442 | 2.48% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 18,206 | 2,574 | 0.09% | 0.1% | 200 | -1,529 | -7.75% | Q1 2026 | Apr 14, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 16,607 | 2,573 | 0.17% | 0.16% | 201 | +37 | 0.22% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 17,986 | 2,543 | 0.01% | 0.01% | 202 | +2,935 | 19.5% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Reduced | 17,962 | 2,540 | 0.2% | 0.22% | 203 | -315 | -1.72% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 17,797 | 2,516 | 0.05% | 0.05% | 204 | +11 | 0.06% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 21,696 | 2,494 | 1.67% | — | 205 | +21,696 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 17,634 | 2,493 | 0.01% | 0.02% | 206 | -1,443 | -7.56% | Q1 2026 | May 13, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 17,569 | 2,484 | 1.13% | 1.23% | 207 | +124 | 0.71% | Q1 2026 | Apr 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 17,518 | 2,477 | 0.4% | 0.49% | 208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | No change | 17,301 | 2,446 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 17,287 | 2,444 | 1.62% | 1.64% | 210 | -73 | -0.42% | Q1 2026 | Apr 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 17,240 | 2,438 | 0.0% | 0.02% | 211 | -29,740 | -63.3% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 17,193 | 2,431 | 0.34% | 0.36% | 212 | +50 | 0.29% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,081 | 2,415 | 0.03% | 0.02% | 213 | +2,430 | 16.59% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Reduced | 17,049 | 2,411 | 0.01% | 0.02% | 214 | -531 | -3.02% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 16,819 | 2,378 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 16,540 | 2,356 | 0.01% | 0.02% | 216 | -363 | -2.15% | Q1 2026 | May 12, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 16,475 | 2,329 | 0.72% | 0.77% | 217 | -644 | -3.76% | Q1 2026 | Apr 13, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 16,331 | 2,309 | 0.73% | 0.75% | 218 | +1,186 | 7.83% | Q1 2026 | Apr 21, 2026 |
| SOL Capital Management CO | History | New | 18,875 | 2,297 | 1.11% | — | 219 | +18,875 | New | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 16,185 | 2,288 | 0.06% | 0.06% | 220 | -291 | -1.77% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 15,993 | 2,261 | 0.18% | 0.19% | 221 | +168 | 1.06% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,784 | 2,232 | 0.13% | 0.14% | 222 | -137 | -0.86% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 15,655 | 2,214 | 0.01% | 0.01% | 223 | +2,911 | 22.84% | Q1 2026 | Apr 30, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 15,402 | 2,178 | 1.64% | 1.88% | 224 | -160 | -1.03% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 15,316 | 2,166 | 0.07% | 0.05% | 225 | +288 | 1.92% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,267 | 2,159 | 0.04% | 0.04% | 226 | -730 | -4.56% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,956 | 2,115 | 0.03% | 0.04% | 227 | +1,511 | 11.24% | Q1 2026 | May 18, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 14,932 | 2,111 | 1.47% | 1.52% | 228 | +7 | 0.05% | Q1 2026 | May 08, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 14,821 | 2,095 | 0.21% | 0.22% | 229 | +194 | 1.33% | Q1 2026 | Apr 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 14,794 | 2,092 | 0.13% | 2.15% | 230 | -5,971,217 | -99.75% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 14,778 | 2,089 | 0.25% | 0.27% | 231 | -79 | -0.53% | Q1 2026 | Apr 23, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 14,726 | 2,082 | 0.21% | 0.23% | 232 | -282 | -1.88% | Q1 2026 | May 08, 2026 |
| 1ST SOURCE BANK | History | Reduced | 14,470 | 2,046 | 0.11% | 0.12% | 233 | -385 | -2.59% | Q1 2026 | May 04, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 14,404 | 2,037 | 0.26% | 0.26% | 234 | -238 | -1.63% | Q1 2026 | Apr 24, 2026 |
| NEPC LLC | History | No change | 13,905 | 1,966 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 13,661 | 1,931 | 0.77% | 2.22% | 236 | -21,566 | -61.22% | Q1 2026 | May 08, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 13,570 | 1,919 | 0.08% | 0.09% | 237 | -40 | -0.29% | Q1 2026 | Apr 09, 2026 |
| RHS Financial, LLC | History | Reduced | 13,415 | 1,897 | 0.9% | 0.98% | 238 | -63 | -0.47% | Q1 2026 | Apr 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 13,221 | 1,869 | 0.06% | 0.07% | 239 | -53 | -0.4% | Q1 2026 | May 07, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 13,149 | 1,859 | 0.21% | 0.21% | 240 | +131 | 1.01% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 12,984 | 1,836 | 0.01% | 0.01% | 241 | -267 | -2.01% | Q1 2026 | Apr 15, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 12,315 | 1,834 | 1.1% | 1.1% | 242 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 12,884 | 1,822 | 0.41% | 0.45% | 243 | -485 | -3.63% | Q1 2026 | Apr 20, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 12,789 | 1,808 | 0.56% | 0.59% | 244 | +262 | 2.09% | Q1 2026 | May 06, 2026 |
| Austin Private Wealth, LLC | History | No change | 12,122 | 1,805 | 0.13% | 0.13% | 245 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 12,728 | 1,800 | 0.37% | 0.37% | 246 | +239 | 1.91% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Reduced | 12,727 | 1,799 | 0.01% | 0.01% | 247 | -105 | -0.82% | Q1 2026 | May 14, 2026 |
| Mendel Capital Management LLC | History | New | 12,649 | 1,788 | 0.9% | — | 248 | +12,649 | New | Q1 2026 | Apr 21, 2026 |
| WIT, LLC | History | No change | 12,474 | 1,764 | 0.03% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,324 | 1,752 | 0.04% | 0.04% | 250 | +64 | 0.57% | Q1 2026 | May 04, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 11,713 | 1,745 | 1.11% | 1.11% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 12,295 | 1,738 | 0.25% | 0.26% | 252 | -390 | -3.07% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 12,275 | 1,735 | 0.03% | 0.03% | 253 | +60 | 0.49% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 12,201 | 1,725 | 0.1% | 0.12% | 254 | -882 | -6.74% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,427 | 1,702 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 11,947 | 1,689 | 0.02% | 0.03% | 256 | +1,614 | 15.62% | Q1 2026 | May 11, 2026 |
| Contango Wealth Management LLC | History | Added to | 11,912 | 1,684 | 1.97% | 1.58% | 257 | +2,435 | 25.69% | Q1 2026 | Jun 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,764 | 1,663 | 0.0% | 0.01% | 258 | -783 | -6.24% | Q1 2026 | May 08, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 11,666 | 1,649 | 0.51% | 0.38% | 259 | -102 | -0.87% | Q1 2026 | May 12, 2026 |
| Ramiah Investment Group | History | Reduced | 11,526 | 1,630 | 1.64% | 1.8% | 260 | -839 | -6.79% | Q1 2026 | Apr 21, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 11,529 | 1,630 | 1.14% | 1.24% | 261 | -220 | -1.87% | Q1 2026 | May 29, 2026 |
| Sage Mountain Advisors LLC | History | No change | 11,476 | 1,622 | 0.11% | 0.09% | 262 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GenTrust, LLC | History | Reduced | 11,323 | 1,601 | 0.07% | 0.08% | 263 | -1,782 | -13.6% | Q1 2026 | Apr 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 11,320 | 1,600 | 0.09% | 0.1% | 264 | +5,520 | 95.17% | Q1 2026 | Apr 22, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 11,108 | 1,570 | 0.12% | 0.13% | 265 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 10,973 | 1,551 | 0.06% | 0.06% | 266 | +7,387 | 206.0% | Q1 2026 | May 15, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 10,494 | 1,547 | 0.31% | 0.35% | 267 | +22 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,933 | 1,546 | 0.06% | 0.06% | 268 | +50 | 0.46% | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | Reduced | 10,773 | 1,523 | 0.06% | 0.08% | 269 | -3,141 | -22.57% | Q1 2026 | Apr 28, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 10,710 | 1,514 | 0.17% | 0.19% | 270 | -1,197 | -10.05% | Q1 2026 | Apr 23, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 10,660 | 1,507 | 0.06% | 0.05% | 271 | +712 | 7.16% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,656 | 1,506 | 0.02% | 0.02% | 272 | +769 | 7.78% | Q1 2026 | Apr 20, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 10,641 | 1,504 | 0.78% | 0.69% | 273 | -127 | -1.18% | Q1 2026 | Apr 21, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 10,543 | 1,491 | 0.18% | 0.18% | 274 | +693 | 7.04% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,531 | 1,489 | 0.0% | 0.0% | 275 | +146 | 1.41% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Added to | 10,513 | 1,486 | 0.17% | 0.13% | 276 | +301 | 2.95% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,474 | 1,481 | 0.0% | 0.0% | 277 | -606 | -5.47% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,391 | 1,469 | 0.04% | 0.04% | 278 | +2,388 | 29.84% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 10,649 | 1,463 | 0.05% | 0.07% | 279 | -1,630 | -13.27% | Q1 2026 | May 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 10,341 | 1,462 | 0.25% | 0.28% | 280 | -115 | -1.1% | Q1 2026 | May 05, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 10,300 | 1,456 | 0.04% | 0.04% | 281 | -99 | -0.95% | Q1 2026 | May 07, 2026 |
| OLIO Financial Planning | History | Added to | 10,282 | 1,454 | 0.4% | 0.42% | 282 | +198 | 1.96% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 9,726 | 1,448 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SNS Financial Group, LLC | History | Added to | 10,195 | 1,441 | 0.12% | 0.13% | 284 | +79 | 0.78% | Q1 2026 | Apr 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 10,070 | 1,424 | 0.11% | 0.12% | 285 | -231 | -2.24% | Q1 2026 | May 13, 2026 |
| Montecito Bank & Trust | History | Reduced | 9,969 | 1,409 | 0.23% | 0.3% | 286 | -2,728 | -21.49% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Reduced | 9,884 | 1,398 | 0.0% | 0.0% | 287 | -2,005 | -16.86% | Q1 2026 | May 06, 2026 |
| WNY Asset Management, LLC | History | New | 9,880 | 1,397 | 0.14% | — | 288 | +9,880 | New | Q1 2026 | May 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 9,438 | 1,393 | 0.08% | 0.08% | 289 | +373 | 4.11% | Q1 2026 | Apr 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 9,843 | 1,391 | 0.29% | 0.31% | 290 | -22 | -0.22% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,050 | 1,385 | 0.0% | 0.0% | 291 | +2,182 | 27.73% | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 9,784 | 1,383 | 0.56% | 0.61% | 292 | -128 | -1.29% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 9,260 | 1,379 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,638 | 1,362 | 0.0% | 0.0% | 294 | +8,603 | 831.21% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 9,551 | 1,360 | 0.02% | 0.03% | 295 | -102 | -1.06% | Q1 2026 | May 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 9,558 | 1,351 | 0.92% | 0.95% | 296 | +56 | 0.59% | Q1 2026 | May 04, 2026 |
| West Wealth Group, LLC | History | Reduced | 9,468 | 1,339 | 0.26% | 0.31% | 297 | -654 | -6.46% | Q1 2026 | May 11, 2026 |
| CWC Advisors, LLC. | History | No change | 9,446 | 1,335 | 0.64% | 0.68% | 298 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 9,426 | 1,333 | 0.05% | 0.05% | 299 | +145 | 1.56% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,352 | 1,322 | 0.04% | 0.05% | 300 | -532 | -5.38% | Q1 2026 | Apr 08, 2026 |
| Compass Ion Advisors, LLC | History | No change | 9,250 | 1,308 | 0.12% | 0.13% | 301 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BLB&B Advisors, LLC | History | Added to | 9,224 | 1,304 | 0.05% | 0.06% | 302 | +243 | 2.71% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 9,210 | 1,302 | 0.04% | 0.01% | 303 | +7,567 | 460.56% | Q1 2026 | May 06, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 9,129 | 1,291 | 0.39% | 0.43% | 304 | -6,103 | -40.07% | Q1 2026 | Apr 20, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 9,108 | 1,288 | 0.3% | 0.36% | 306 | -1,493 | -14.08% | Q1 2026 | Apr 28, 2026 |
| Symmetry Partners, LLC | History | Reduced | 9,109 | 1,288 | 0.07% | 0.08% | 305 | -80 | -0.87% | Q1 2026 | Apr 27, 2026 |
| Orin Green Financial, LLC | History | Added to | 8,953 | 1,266 | 0.52% | 0.48% | 307 | +975 | 12.22% | Q1 2026 | Apr 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 8,898 | 1,258 | 0.12% | 0.12% | 308 | +356 | 4.17% | Q1 2026 | May 14, 2026 |
| KilterHowling LLC | History | Added to | 8,809 | 1,245 | 0.63% | 0.55% | 309 | +1,548 | 21.32% | Q1 2026 | May 12, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 8,734 | 1,235 | 0.01% | 0.02% | 310 | -70 | -0.8% | Q1 2026 | May 01, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 8,656 | 1,224 | 0.06% | 0.07% | 311 | +72 | 0.84% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 8,572 | 1,212 | 0.02% | 0.02% | 312 | +344 | 4.18% | Q1 2026 | Apr 17, 2026 |
| Xena Financial Planning, LLC | History | Reduced | 8,521 | 1,204 | 1.36% | 1.61% | 313 | -657 | -7.16% | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,653 | 1,198 | 0.09% | 0.1% | 314 | -325 | -4.07% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 8,400 | 1,187 | 0.01% | 0.02% | 315 | -314 | -3.6% | Q1 2026 | Apr 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,000 | 1,169 | 0.03% | 0.02% | 316 | +11,147 | 289.31% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,237 | 1,168 | 0.04% | 0.04% | 317 | +114 | 1.4% | Q1 2026 | Apr 07, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 8,164 | 1,154 | 0.67% | 0.73% | 318 | -521 | -6.0% | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 8,127 | 1,149 | 0.15% | 0.17% | 319 | -12 | -0.15% | Q1 2026 | Apr 17, 2026 |
| W ADVISORS, LLC | History | Reduced | 8,042 | 1,137 | 0.58% | 0.64% | 320 | -546 | -6.36% | Q1 2026 | Apr 29, 2026 |
| WBH ADVISORY INC | History | Reduced | 7,905 | 1,125 | 0.08% | 0.09% | 321 | -2 | -0.03% | Q1 2026 | Apr 27, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 7,907 | 1,118 | 0.59% | 0.64% | 322 | +76 | 0.97% | Q1 2026 | Apr 24, 2026 |
| JB Capital LLC | History | Reduced | 7,864 | 1,112 | 0.04% | 0.05% | 323 | -599 | -7.08% | Q1 2026 | Apr 27, 2026 |
| NBT BANK N A /NY | History | Added to | 7,840 | 1,108 | 0.07% | 0.08% | 324 | +7,091 | 946.73% | Q1 2026 | Apr 28, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 7,829 | 1,107 | 0.06% | 0.07% | 325 | -817 | -9.45% | Q1 2026 | May 11, 2026 |
| Keystone Financial Services | History | Reduced | 7,827 | 1,106 | 0.32% | 0.38% | 326 | -726 | -8.49% | Q1 2026 | May 06, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 7,784 | 1,100 | 0.2% | 0.21% | 327 | +11 | 0.14% | Q1 2026 | Apr 29, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 7,013 | 1,085 | 0.47% | 0.43% | 328 | +161 | 2.35% | Q1 2026 | May 04, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 7,556 | 1,068 | 0.31% | 0.33% | 329 | -439 | -5.49% | Q1 2026 | Apr 21, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 7,537 | 1,065 | 0.17% | 0.18% | 330 | +171 | 2.32% | Q1 2026 | May 12, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 7,502 | 1,061 | 0.11% | 0.11% | 331 | +92 | 1.24% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 7,416 | 1,048 | 0.02% | 0.02% | 332 | -43 | -0.58% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Added to | 7,338 | 1,037 | 0.16% | 0.15% | 333 | +748 | 11.35% | Q1 2026 | Apr 29, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 7,302 | 1,032 | 0.38% | 0.41% | 334 | -70 | -0.95% | Q1 2026 | Apr 09, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 7,288 | 1,030 | 0.27% | 0.31% | 335 | -374 | -4.88% | Q1 2026 | Apr 20, 2026 |
| Keel Point, LLC | History | No change | 7,258 | 1,026 | 0.07% | 0.07% | 336 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 7,241 | 1,024 | 0.39% | 0.41% | 337 | -226 | -3.03% | Q1 2026 | May 14, 2026 |
| Kelsey Financial, LLC | History | Added to | 7,190 | 1,016 | 0.89% | 0.67% | 338 | +1,983 | 38.08% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,139 | 1,009 | 0.0% | 0.0% | 339 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 7,132 | 1,008 | 0.12% | 0.15% | 340 | -1,227 | -14.68% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 7,102 | 1,004 | 0.01% | 0.01% | 341 | +510 | 7.74% | Q1 2026 | May 05, 2026 |
| TSA Wealth Managment LLC | History | No change | 7,052 | 997 | 0.32% | 0.35% | 342 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 7,021 | 992 | 0.59% | 0.62% | 343 | +3,342 | 90.84% | Q1 2026 | Apr 16, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 7,007 | 990 | 0.15% | 0.13% | 344 | +1,461 | 26.34% | Q1 2026 | Apr 17, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 6,996 | 989 | 0.17% | 0.19% | 346 | +183 | 2.69% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,994 | 989 | 0.01% | 0.01% | 345 | +112 | 1.63% | Q1 2026 | May 05, 2026 |
| Keener Financial Planning LLC | History | Added to | 6,971 | 985 | 0.41% | 0.44% | 348 | +133 | 1.95% | Q1 2026 | May 01, 2026 |
| VANGUARD GROUP INC | History | No change | 6,617 | 985 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 6,960 | 984 | 0.32% | 0.38% | 349 | -346 | -4.74% | Q1 2026 | Apr 15, 2026 |
| American Capital Advisory, LLC | History | Reduced | 6,958 | 984 | 0.4% | 0.46% | 350 | -115 | -1.63% | Q1 2026 | Apr 29, 2026 |
| ERn Financial, LLC | History | Reduced | 6,832 | 966 | 0.18% | 0.2% | 351 | -151 | -2.16% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Added to | 6,815 | 963 | 0.0% | 0.0% | 352 | +2,129 | 45.43% | Q1 2026 | May 14, 2026 |
| MKT Advisors LLC | History | No change | 6,638 | 952 | 0.32% | 0.34% | 353 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Chicago Capital, LLC | History | No change | 6,700 | 947 | 0.03% | 0.02% | 354 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CI INVESTMENTS INC. | History | Added to | 6,600 | 933 | 0.0% | 0.0% | 355 | +850 | 14.78% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 6,594 | 932 | 0.03% | 0.03% | 356 | -1,196 | -15.35% | Q1 2026 | Apr 28, 2026 |
| Financial Partners Group, Inc | History | Reduced | 6,586 | 931 | 0.11% | 0.12% | 357 | -64 | -0.96% | Q1 2026 | Apr 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 6,565 | 928 | 0.02% | 0.02% | 358 | +1,823 | 38.44% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,494 | 918 | 0.03% | 0.02% | 359 | +2,518 | 63.33% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 5,814 | 912 | 0.59% | 0.56% | 360 | +460 | 8.59% | Q1 2026 | May 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 6,425 | 908 | 0.12% | 0.08% | 361 | +2,696 | 72.3% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 6,409 | 906 | 0.23% | 0.32% | 362 | -1,587 | -19.85% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,320 | 893 | 0.01% | 0.02% | 363 | +141 | 2.28% | Q1 2026 | Apr 14, 2026 |
| Live Oak Investment Partners | History | Reduced | 6,308 | 892 | 0.53% | 0.63% | 364 | -540 | -7.89% | Q1 2026 | Apr 29, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 6,277 | 887 | 0.36% | 0.39% | 365 | -365 | -5.5% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,268 | 886 | 0.0% | 0.0% | 366 | +4,591 | 273.76% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | Added to | 6,272 | 886 | 0.07% | 0.07% | 367 | +558 | 9.77% | Q1 2026 | Apr 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 6,261 | 885 | 0.0% | — | 368 | +6,261 | New | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 6,222 | 879 | 0.0% | 0.0% | 369 | -532 | -7.88% | Q1 2026 | May 12, 2026 |
| Metis Global Partners, LLC | History | Added to | 6,212 | 878 | 0.02% | 0.02% | 370 | +721 | 13.13% | Q1 2026 | May 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 6,195 | 876 | 0.01% | 0.01% | 371 | -800 | -11.44% | Q1 2026 | Apr 30, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 6,095 | 861 | 0.07% | 0.08% | 372 | -83 | -1.34% | Q1 2026 | Apr 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 6,086 | 860 | 0.11% | 0.13% | 373 | +3 | 0.05% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,043 | 854 | 0.02% | 0.02% | 374 | +423 | 7.53% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6,035 | 853 | 0.04% | — | 375 | +6,035 | New | Q1 2026 | Apr 28, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 6,022 | 851 | 0.46% | 0.49% | 376 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jeter Robert S II | History | New | 5,289 | 848 | 0.84% | — | 377 | +5,289 | New | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Reduced | 5,987 | 846 | 0.03% | 0.03% | 378 | -39 | -0.65% | Q1 2026 | May 15, 2026 |
| Riverwater Partners LLC | History | Added to | 5,972 | 844 | 0.28% | 0.34% | 379 | +13 | 0.22% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,951 | 841 | 0.03% | 0.04% | 380 | -138 | -2.27% | Q1 2026 | Jun 18, 2026 |
| XML Financial, LLC | History | No change | 5,869 | 829 | 0.07% | 0.07% | 381 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 5,858 | 828 | 0.55% | 0.58% | 382 | -21 | -0.36% | Q1 2026 | Apr 09, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 5,806 | 821 | 0.09% | 0.1% | 383 | -117 | -1.98% | Q1 2026 | May 11, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 5,784 | 818 | 0.32% | 0.38% | 384 | -430 | -6.92% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,751 | 813 | 0.03% | 0.03% | 385 | -121 | -2.06% | Q1 2026 | May 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,710 | 807 | 0.01% | 0.01% | 386 | -634 | -9.99% | Q1 2026 | May 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 5,689 | 804 | 0.05% | 0.05% | 387 | +15 | 0.26% | Q1 2026 | Apr 21, 2026 |
| Front Row Advisors LLC | History | Reduced | 5,657 | 800 | 0.27% | 0.29% | 388 | -133 | -2.3% | Q1 2026 | May 19, 2026 |
| XY Planning Network, Inc. | History | Reduced | 5,610 | 799 | 0.13% | 0.16% | 389 | -730 | -11.51% | Q1 2026 | Apr 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,630 | 796 | 0.0% | 0.0% | 390 | -640 | -10.21% | Q1 2026 | May 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 5,632 | 796 | 0.12% | 0.14% | 391 | -104 | -1.81% | Q1 2026 | May 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,620 | 794 | 0.01% | 0.01% | 392 | -3 | -0.05% | Q1 2026 | May 15, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 5,600 | 792 | 0.64% | 0.66% | 393 | -98 | -1.72% | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 5,092 | 789 | 0.42% | 0.63% | 394 | -2,167 | -29.85% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,565 | 787 | 0.07% | 0.08% | 395 | -394 | -6.61% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 5,549 | 784 | 0.02% | 0.02% | 396 | +179 | 3.33% | Q1 2026 | Apr 13, 2026 |
| Farrell Financial LLC | History | Reduced | 5,541 | 783 | 0.47% | 0.5% | 397 | -143 | -2.52% | Q1 2026 | Apr 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 5,505 | 778 | 0.01% | 0.0% | 398 | +3,402 | 161.77% | Q1 2026 | May 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 5,494 | 776 | 0.42% | 0.45% | 400 | -3 | -0.05% | Q1 2026 | Apr 22, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 5,489 | 776 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 5,387 | 761 | 0.45% | 0.49% | 401 | -10 | -0.19% | Q1 2026 | Apr 21, 2026 |
| Detalus Advisors, LLC | History | No change | 5,300 | 749 | 0.17% | 0.19% | 402 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 5,293 | 748 | 0.28% | 0.15% | 403 | +2,555 | 93.32% | Q1 2026 | May 08, 2026 |
| GTS FINANCIAL, LLC | History | New | 6,074 | 740 | 0.59% | — | 404 | +6,074 | New | Q1 2026 | May 19, 2026 |
| Lido Advisors, LLC | History | No change | 5,229 | 739 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,204 | 735 | 0.06% | 0.1% | 406 | -3,059 | -37.02% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,191 | 734 | 0.01% | 0.01% | 407 | +591 | 12.85% | Q1 2026 | May 12, 2026 |
| MBE Wealth Management, LLC | History | Added to | 5,188 | 733 | 0.3% | 0.28% | 408 | +716 | 16.01% | Q1 2026 | Apr 21, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 5,183 | 732 | 0.38% | 0.41% | 409 | -177 | -3.3% | Q1 2026 | Apr 10, 2026 |
| ASPIRIANT, LLC | History | Reduced | 5,145 | 727 | 0.02% | 0.02% | 410 | -1 | -0.02% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 5,108 | 722 | 0.07% | 0.08% | 411 | +3 | 0.06% | Q1 2026 | Apr 27, 2026 |
| Navigation Group, LLC | History | New | 5,090 | 719 | 0.17% | — | 412 | +5,090 | New | Q1 2026 | May 05, 2026 |
| Chatterton & Associates Inc. | History | Added to | 4,835 | 713 | 0.5% | 0.48% | 414 | +1,083 | 28.86% | Q1 2026 | Apr 20, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 5,048 | 713 | 0.04% | 0.04% | 413 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Great Diamond Partners, LLC | History | Added to | 5,040 | 712 | 0.14% | 0.13% | 415 | +356 | 7.6% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,758 | 708 | 0.05% | 0.05% | 416 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 4,983 | 704 | 0.25% | 0.27% | 417 | -288 | -5.46% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,963 | 701 | 0.04% | 0.03% | 418 | +1,064 | 27.29% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 4,961 | 701 | 0.04% | 0.04% | 419 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,945 | 699 | 0.08% | 0.1% | 420 | -1,162 | -19.03% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Added to | 4,323 | 694 | 0.02% | 0.02% | 421 | +386 | 9.8% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,884 | 690 | 0.02% | 0.02% | 422 | -15 | -0.31% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 4,873 | 689 | 0.02% | 0.03% | 423 | -345 | -6.61% | Q1 2026 | Apr 22, 2026 |
| Intrua Financial, LLC | History | Reduced | 4,800 | 678 | 0.07% | 0.08% | 424 | -25 | -0.52% | Q1 2026 | Apr 23, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 4,789 | 677 | 0.32% | 0.3% | 425 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 4,777 | 675 | 0.08% | 0.08% | 426 | +12 | 0.25% | Q1 2026 | Apr 07, 2026 |
| Bison Wealth, LLC | History | No change | 4,162 | 672 | 0.06% | 0.07% | 427 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 4,257 | 671 | 0.09% | 0.01% | 428 | +3,797 | 825.43% | Q1 2026 | May 06, 2026 |
| Brewster Financial Planning LLC | History | No change | 4,743 | 670 | 0.41% | 0.43% | 429 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trilogy Capital Inc. | History | Reduced | 4,710 | 666 | 0.03% | 0.42% | 430 | -58,269 | -92.52% | Q1 2026 | Apr 21, 2026 |
| Ethic Inc. | History | Added to | 4,710 | 666 | 0.01% | 0.01% | 431 | +2,098 | 80.32% | Q1 2026 | Apr 27, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 4,310 | 664 | 0.03% | 0.03% | 432 | -468 | -9.79% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,696 | 664 | 0.02% | 0.02% | 433 | +26 | 0.56% | Q1 2026 | Apr 07, 2026 |
| FC Advisory LLC | History | Added to | 4,671 | 660 | 0.19% | 0.2% | 434 | +35 | 0.75% | Q1 2026 | Apr 14, 2026 |
| Rossby Financial, LCC | History | Added to | 4,627 | 659 | 0.13% | 0.17% | 435 | +894 | 23.95% | Q1 2026 | May 11, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 4,660 | 658 | 0.14% | 0.11% | 436 | +1,060 | 29.44% | Q1 2026 | Jun 24, 2026 |
| EQ LLC | History | Added to | 4,648 | 657 | 0.19% | 0.18% | 437 | +475 | 11.38% | Q1 2026 | May 06, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 4,641 | 656 | 0.37% | 0.67% | 439 | -3,470 | -42.78% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 4,639 | 656 | 0.09% | 0.1% | 438 | +19 | 0.41% | Q1 2026 | Apr 13, 2026 |
| APS Management Group, Inc. | History | Reduced | 4,518 | 638 | 0.55% | 0.61% | 440 | -254 | -5.32% | Q1 2026 | Apr 15, 2026 |
| Meridian Financial Partners LLC | History | Added to | 4,414 | 633 | 0.24% | 0.25% | 441 | +98 | 2.27% | Q1 2026 | Apr 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,439 | 627 | 0.01% | 0.01% | 442 | +55 | 1.25% | Q1 2026 | Apr 07, 2026 |
| Greenspring Advisors, LLC | History | No change | 4,436 | 627 | 0.04% | 0.04% | 443 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 4,425 | 625 | 0.34% | 0.37% | 444 | -100 | -2.21% | Q1 2026 | May 27, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 4,378 | 619 | 0.13% | 0.14% | 445 | -229 | -4.97% | Q1 2026 | Apr 06, 2026 |
| Veridan Wealth LLC | History | Reduced | 4,337 | 613 | 0.23% | 0.22% | 446 | -91 | -2.06% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 4,310 | 609 | 0.01% | 0.01% | 447 | +2,275 | 111.79% | Q1 2026 | May 01, 2026 |
| WealthCollab, LLC | History | No change | 4,311 | 609 | 0.25% | 0.26% | 448 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asempa Wealth Advisors | History | Reduced | 4,273 | 608 | 0.53% | 0.6% | 449 | -376 | -8.09% | Q1 2026 | Apr 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,243 | 600 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Factor Wealth Management LTD | History | New | 4,235 | 598 | 0.11% | — | 451 | +4,235 | New | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,206 | 594 | 0.01% | 0.01% | 452 | +455 | 12.13% | Q1 2026 | May 11, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 4,132 | 584 | 0.03% | 0.03% | 453 | +50 | 1.22% | Q1 2026 | Apr 27, 2026 |
| Archford Capital Strategies, LLC | History | No change | 4,130 | 584 | 0.07% | 0.07% | 454 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,232 | 581 | 0.04% | 0.03% | 455 | -569 | -11.85% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,093 | 578 | 0.01% | 0.01% | 456 | -77 | -1.85% | Q1 2026 | Apr 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 4,040 | 571 | 0.28% | 0.27% | 458 | +231 | 6.06% | Q1 2026 | May 07, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 3,839 | 571 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Old Peak Finance LLC | History | No change | 4,040 | 571 | 0.33% | 0.37% | 459 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,035 | 570 | 0.01% | 0.01% | 460 | +43 | 1.08% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 4,016 | 567 | 0.0% | 0.0% | 461 | +371 | 10.18% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,982 | 563 | 0.01% | 0.01% | 462 | +114 | 2.95% | Q1 2026 | May 11, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 3,933 | 556 | 0.04% | 0.04% | 463 | -39 | -0.98% | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 3,861 | 546 | 0.01% | — | 466 | +3,861 | New | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,863 | 546 | 0.01% | 0.01% | 464 | -134 | -3.35% | Q1 2026 | May 15, 2026 |
| Lantz Financial LLC | History | Added to | 3,863 | 546 | 0.11% | 0.12% | 465 | +123 | 3.29% | Q1 2026 | Apr 09, 2026 |
| Tarbox Family Office, Inc. | History | No change | 3,854 | 545 | 0.09% | 0.09% | 467 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Single Point Partners, LLC | History | Added to | 3,841 | 543 | 0.11% | 0.08% | 468 | +978 | 34.16% | Q1 2026 | Apr 15, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 3,845 | 543 | 0.29% | 0.34% | 469 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,839 | 542 | 0.01% | 0.01% | 470 | +1 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Midwest Trust Co | History | Reduced | 3,828 | 541 | 0.01% | 0.01% | 471 | -171 | -4.28% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 3,412 | 533 | 0.01% | 0.0% | 472 | +2,118 | 163.68% | Q1 2026 | May 06, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 3,766 | 532 | 0.07% | 0.03% | 473 | +2,424 | 180.63% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Reduced | 3,743 | 529 | 0.03% | 0.04% | 474 | -1,641 | -30.48% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,728 | 527 | 0.06% | 0.06% | 475 | -24 | -0.64% | Q1 2026 | Apr 28, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 3,724 | 526 | 0.02% | 0.02% | 476 | +946 | 34.05% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,700 | 523 | 0.0% | 0.0% | 477 | +2,178 | 143.1% | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 3,703 | 523 | 0.45% | 0.49% | 478 | -76 | -2.01% | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 3,690 | 521 | 0.09% | 0.11% | 479 | -2 | -0.05% | Q1 2026 | May 08, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 3,680 | 520 | 0.54% | 0.6% | 480 | -195 | -5.03% | Q1 2026 | Apr 23, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 3,652 | 516 | 0.13% | 0.14% | 481 | -30 | -0.81% | Q1 2026 | Apr 28, 2026 |
| EASTERN BANK | History | Reduced | 3,634 | 513 | 0.01% | 0.01% | 482 | -139 | -3.68% | Q1 2026 | Apr 07, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 3,621 | 512 | 0.3% | 0.34% | 483 | -490 | -11.92% | Q1 2026 | Apr 07, 2026 |
| Quent Capital, LLC | History | Reduced | 3,565 | 504 | 0.04% | 0.04% | 484 | -24 | -0.67% | Q1 2026 | Apr 28, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 3,561 | 503 | 0.08% | 0.09% | 485 | +9 | 0.25% | Q1 2026 | May 07, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 3,546 | 501 | 0.03% | 0.04% | 487 | -685 | -16.19% | Q1 2026 | May 14, 2026 |
| LIBRA WEALTH LLC | History | No change | 3,544 | 501 | 0.14% | 0.15% | 486 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | Reduced | 3,538 | 500 | 0.48% | 0.51% | 488 | -122 | -3.33% | Q1 2026 | May 27, 2026 |
| Destination Wealth Management | History | Reduced | 3,526 | 498 | 0.01% | 0.01% | 489 | -263 | -6.94% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 3,523 | 498 | 0.01% | 0.01% | 490 | -100 | -2.76% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,335 | 496 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 3,489 | 493 | 0.09% | 0.1% | 492 | +1,749 | 100.52% | Q1 2026 | Apr 29, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 3,476 | 491 | 0.46% | 0.46% | 493 | -22 | -0.63% | Q1 2026 | May 08, 2026 |
| Napier Financial, LLC | History | New | 3,460 | 489 | 0.11% | — | 494 | +3,460 | New | Q1 2026 | May 05, 2026 |
| RKL Wealth Management LLC | History | Added to | 3,438 | 486 | 0.04% | 0.04% | 495 | +8 | 0.23% | Q1 2026 | Apr 24, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 3,427 | 484 | 0.5% | 0.82% | 497 | -2,500 | -42.18% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 3,429 | 484 | 0.01% | 0.01% | 496 | +137 | 4.16% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 3,393 | 479 | 0.01% | 0.01% | 498 | +9 | 0.27% | Q1 2026 | May 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 3,366 | 476 | 0.37% | 0.39% | 499 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 3,356 | 474 | 0.02% | 0.03% | 500 | -162 | -4.6% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 3,357 | 474 | 0.12% | 0.13% | 501 | -78 | -2.27% | Q1 2026 | Apr 17, 2026 |
| Scarborough Advisors, LLC | History | Added to | 3,324 | 470 | 0.05% | 0.04% | 502 | +1,613 | 94.27% | Q1 2026 | May 07, 2026 |
| Visionary Wealth Advisors | History | Reduced | 3,320 | 469 | 0.02% | 0.03% | 503 | -475 | -12.52% | Q1 2026 | May 13, 2026 |
| JHP Wealth Management, LLC | History | Added to | 3,322 | 469 | 0.45% | 0.47% | 505 | +56 | 1.71% | Q1 2026 | May 14, 2026 |
| Tanager Wealth Management LLP | History | Added to | 3,319 | 469 | 0.05% | 0.05% | 504 | +21 | 0.64% | Q1 2026 | Apr 20, 2026 |
| NWF Advisory Services Inc. | History | No change | 3,300 | 466 | 0.05% | 0.05% | 506 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 3,291 | 465 | 0.15% | 0.15% | 507 | +112 | 3.52% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,287 | 464 | 0.0% | 0.0% | 508 | +210 | 6.82% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | No change | 3,280 | 464 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 3,272 | 462 | 0.17% | 0.19% | 510 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 3,257 | 460 | 0.01% | 0.01% | 511 | +65 | 2.04% | Q1 2026 | Apr 24, 2026 |
| TABLEAUX LLC | History | No change | 3,235 | 457 | 0.22% | 0.34% | 512 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,696 | 455 | 0.0% | — | 514 | +3,696 | New | Q1 2026 | May 12, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 3,221 | 455 | 0.09% | 0.09% | 513 | +158 | 5.16% | Q1 2026 | Apr 21, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 3,216 | 454 | 0.15% | 0.15% | 515 | +178 | 5.86% | Q1 2026 | May 06, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 3,207 | 453 | 0.08% | 0.08% | 516 | -86 | -2.61% | Q1 2026 | Apr 17, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Reduced | 3,184 | 450 | 0.21% | 0.83% | 517 | -8,044 | -71.64% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 3,168 | 448 | 0.01% | 0.01% | 518 | -227 | -6.69% | Q1 2026 | Apr 29, 2026 |
| Invesco Ltd. | History | No change | 3,164 | 447 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farmers National Bank | History | Reduced | 3,156 | 446 | 0.1% | 0.11% | 521 | -58 | -1.8% | Q1 2026 | Jun 08, 2026 |
| Smithfield Trust Co | History | No change | 3,149 | 446 | 0.02% | 0.02% | 520 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASL Financial, LLC | History | No change | 3,137 | 443 | 0.35% | 0.37% | 522 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BAILARD, INC. | History | No change | 3,127 | 442 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PDS Planning, Inc | History | Reduced | 3,111 | 440 | 0.03% | 0.03% | 524 | -23 | -0.73% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Reduced | 3,106 | 439 | 0.01% | 0.01% | 525 | -742 | -19.28% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 3,101 | 438 | 0.02% | 0.02% | 526 | +400 | 14.81% | Q1 2026 | Apr 30, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 3,072 | 434 | 0.19% | 0.23% | 527 | -403 | -11.6% | Q1 2026 | Apr 08, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 3,066 | 433 | 0.23% | 0.25% | 528 | -94 | -2.97% | Q1 2026 | May 14, 2026 |
| Vision Retirement, LLC | History | Reduced | 3,056 | 432 | 0.12% | 0.14% | 529 | -347 | -10.2% | Q1 2026 | May 07, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 3,045 | 430 | 0.01% | 0.01% | 530 | +300 | 10.93% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,044 | 430 | 0.01% | 0.01% | 531 | -146 | -4.58% | Q1 2026 | Apr 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 3,023 | 427 | 0.16% | 0.17% | 532 | +260 | 9.41% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,000 | 424 | 0.04% | 0.02% | 533 | +1,554 | 107.47% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,995 | 423 | 0.01% | 0.01% | 534 | +4 | 0.13% | Q1 2026 | May 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 2,977 | 421 | 0.03% | 0.05% | 536 | -2,124 | -41.64% | Q1 2026 | May 21, 2026 |
| Northwest Capital Management Inc | History | No change | 2,832 | 421 | 1.82% | 1.82% | 535 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 2,950 | 417 | 0.38% | 0.47% | 537 | -801 | -21.35% | Q1 2026 | May 05, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 2,824 | 416 | 0.06% | 0.07% | 538 | -168 | -5.61% | Q1 2026 | Apr 16, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 2,910 | 411 | 0.35% | 0.43% | 539 | -31 | -1.05% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 2,888 | 408 | 0.1% | 0.29% | 540 | +733 | 34.01% | Q1 2026 | May 12, 2026 |
| American Money Management, LLC | History | Added to | 2,879 | 407 | 0.06% | 0.06% | 542 | +295 | 11.42% | Q1 2026 | May 11, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 2,884 | 407 | 0.39% | 0.41% | 541 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,877 | 406 | 0.03% | 0.04% | 543 | -783 | -21.39% | Q1 2026 | Apr 10, 2026 |
| Prosperitas Financial LLC | History | Added to | 2,871 | 406 | 0.15% | 0.16% | 544 | +85 | 3.05% | Q1 2026 | May 15, 2026 |
| Finley Financial, LLC | History | No change | 2,860 | 404 | 0.19% | 0.2% | 545 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,850 | 402 | 0.0% | 0.0% | 546 | +477 | 20.1% | Q1 2026 | May 08, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 2,819 | 398 | 0.2% | 0.23% | 547 | -58 | -2.02% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | No change | 2,804 | 396 | 0.08% | 0.08% | 548 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 2,795 | 395 | 0.11% | 0.12% | 549 | -106 | -3.65% | Q1 2026 | May 05, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 2,793 | 395 | 0.25% | 0.25% | 550 | -33 | -1.17% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 2,788 | 394 | 0.01% | 0.01% | 551 | -257 | -8.44% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,784 | 393 | 0.01% | — | 555 | +2,784 | New | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 2,782 | 393 | 0.02% | 0.02% | 553 | +1 | 0.04% | Q1 2026 | Apr 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,784 | 393 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fort Point Capital Partners LLC | History | No change | 2,780 | 393 | 0.05% | 0.05% | 554 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | No change | 2,762 | 390 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,754 | 389 | 0.0% | 0.0% | 559 | +445 | 19.27% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 2,755 | 389 | 0.02% | 0.02% | 558 | +132 | 5.03% | Q1 2026 | Apr 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,752 | 389 | 0.01% | 0.01% | 557 | +7 | 0.26% | Q1 2026 | Apr 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 2,711 | 383 | 0.01% | 0.01% | 560 | -88 | -3.14% | Q1 2026 | May 01, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 2,682 | 379 | 0.26% | 0.25% | 561 | +388 | 16.91% | Q1 2026 | Apr 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 2,680 | 379 | 0.05% | 0.05% | 562 | +66 | 2.52% | Q1 2026 | Apr 08, 2026 |
| Forefront Wealth Partners, LLC | History | New | 2,678 | 378 | 0.16% | — | 564 | +2,678 | New | Q1 2026 | Apr 17, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 2,676 | 378 | 0.06% | 0.06% | 563 | +237 | 9.72% | Q1 2026 | May 01, 2026 |
| Broussard Financial Group LLC | History | Reduced | 2,668 | 377 | 0.3% | 0.37% | 565 | -408 | -13.26% | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | Reduced | 2,644 | 374 | 0.01% | 0.06% | 566 | -11,862 | -81.77% | Q1 2026 | May 13, 2026 |
| Vivaldi Capital Management LP | History | No change | 2,647 | 374 | 0.05% | 0.05% | 567 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 2,601 | 367 | 0.09% | 0.01% | 569 | +2,243 | 626.54% | Q1 2026 | May 06, 2026 |
| One Day In July LLC | History | Added to | 2,600 | 367 | 0.03% | 0.03% | 568 | +35 | 1.36% | Q1 2026 | May 05, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 2,596 | 367 | 0.09% | 0.09% | 570 | +1 | 0.04% | Q1 2026 | May 05, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 2,577 | 364 | 0.03% | 0.05% | 571 | -947 | -26.87% | Q1 2026 | Apr 27, 2026 |
| Oxinas Partners, LLC | History | Added to | 2,570 | 363 | 0.17% | 0.17% | 572 | +266 | 11.55% | Q1 2026 | Apr 10, 2026 |
| Seven Post Investment Office LP | History | No change | 2,532 | 358 | 0.12% | 0.13% | 573 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | No change | 2,506 | 354 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 2,500 | 353 | 0.04% | 0.04% | 575 | -500 | -16.67% | Q1 2026 | Apr 30, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 2,499 | 353 | 0.26% | 0.27% | 576 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Nemes Rush Group LLC | History | Added to | 2,492 | 352 | 0.03% | 0.02% | 577 | +798 | 47.11% | Q1 2026 | Apr 21, 2026 |
| Clean Yield Group | History | New | 2,474 | 349 | 0.1% | — | 578 | +2,474 | New | Q1 2026 | Apr 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 2,463 | 348 | 0.01% | 0.03% | 579 | -3,481 | -58.56% | Q1 2026 | Apr 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 2,455 | 347 | 0.03% | 0.02% | 580 | +550 | 28.87% | Q1 2026 | Apr 17, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,451 | 346 | 0.32% | 0.35% | 581 | -11 | -0.45% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | No change | 2,429 | 343 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 2,406 | 340 | 0.15% | 0.18% | 583 | -233 | -8.83% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | New | 2,402 | 339 | 0.02% | — | 584 | +2,402 | New | Q1 2026 | May 15, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 2,397 | 338 | 0.18% | 0.2% | 585 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 2,389 | 337 | 0.06% | 0.07% | 586 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 2,377 | 336 | 0.1% | 0.11% | 587 | -2 | -0.08% | Q1 2026 | Apr 06, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 2,350 | 332 | 0.23% | 0.29% | 589 | +216 | 10.12% | Q1 2026 | Apr 22, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 2,354 | 332 | 0.08% | 0.09% | 588 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 2,342 | 331 | 0.02% | 0.01% | 590 | +767 | 48.7% | Q1 2026 | Apr 14, 2026 |
| GK Wealth Management LLC | History | New | 2,388 | 328 | 0.29% | — | 591 | +2,388 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 2,388 | 328 | 0.29% | — | 592 | +2,388 | New | Q1 2026 | Apr 07, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 2,305 | 326 | 0.06% | 0.06% | 594 | +33 | 1.45% | Q1 2026 | Apr 23, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 2,306 | 326 | 0.06% | 0.07% | 593 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 2,265 | 325 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trek Financial, LLC | History | Reduced | 2,292 | 324 | 0.02% | 0.03% | 596 | -1,412 | -38.12% | Q1 2026 | May 13, 2026 |
| CGC Financial Services, LLC | History | Reduced | 2,288 | 323 | 0.09% | 0.1% | 597 | -133 | -5.49% | Q1 2026 | Apr 13, 2026 |
| Trademark Financial Management, LLC | History | No change | 2,290 | 323 | 0.16% | 0.19% | 598 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 2,278 | 322 | 0.26% | 0.27% | 599 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 2,270 | 321 | 0.02% | 0.02% | 600 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 2,259 | 319 | 0.21% | 0.23% | 601 | -38 | -1.65% | Q1 2026 | Apr 21, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 2,255 | 318 | 0.16% | 0.18% | 603 | -127 | -5.33% | Q1 2026 | Apr 16, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,253 | 318 | 0.01% | 0.01% | 602 | -4 | -0.18% | Q1 2026 | May 04, 2026 |
| Bellwether Advisors, LLC | History | No change | 2,248 | 317 | 0.05% | 0.05% | 604 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rede Wealth, LLC | History | No change | 2,247 | 317 | 0.11% | 0.12% | 605 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| 5T Wealth, LLC | History | Reduced | 2,214 | 313 | 0.12% | 0.21% | 606 | -1,238 | -35.86% | Q1 2026 | Apr 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 2,211 | 312 | 0.18% | 0.18% | 607 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 2,200 | 311 | 0.05% | 0.05% | 608 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 2,193 | 310 | 0.03% | 0.06% | 610 | -1,604 | -42.24% | Q1 2026 | May 11, 2026 |
| SEMITAM BONAM LLC | History | Reduced | 2,196 | 310 | 0.25% | 0.3% | 609 | -213 | -8.84% | Q1 2026 | Apr 21, 2026 |
| Level Financial Advisors | History | No change | 2,191 | 309 | 0.08% | 0.09% | 611 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 2,141 | 302 | 0.07% | 0.09% | 613 | -411 | -16.11% | Q1 2026 | Apr 09, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 2,138 | 302 | 0.02% | 0.03% | 612 | +16 | 0.75% | Q1 2026 | May 07, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,124 | 300 | 0.02% | 0.16% | 614 | -21,989 | -91.19% | Q1 2026 | Apr 28, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 2,115 | 299 | 0.02% | 0.02% | 616 | +162 | 8.29% | Q1 2026 | Apr 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 2,116 | 299 | 0.07% | 0.08% | 615 | -17 | -0.8% | Q1 2026 | Apr 17, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 2,107 | 297 | 0.06% | 0.07% | 617 | -14 | -0.66% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 2,084 | 294 | 0.01% | 0.01% | 618 | +335 | 19.15% | Q1 2026 | Jun 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,076 | 293 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 2,068 | 292 | 0.08% | 0.08% | 621 | +105 | 5.35% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,069 | 292 | 0.05% | 0.06% | 620 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 1,957 | 291 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WRAPMANAGER INC | History | Reduced | 2,043 | 288 | 0.1% | 0.1% | 623 | -21 | -1.02% | Q1 2026 | May 11, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 2,025 | 286 | 0.18% | 0.18% | 624 | -229 | -10.16% | Q1 2026 | Apr 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 2,020 | 285 | 0.08% | 0.07% | 626 | +5 | 0.25% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,914 | 285 | 0.02% | 0.02% | 625 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | No change | 2,011 | 284 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 1,997 | 282 | 0.07% | 0.08% | 628 | -56 | -2.73% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 1,985 | 280 | 0.02% | 0.02% | 629 | +8 | 0.4% | Q1 2026 | Apr 17, 2026 |
| Note Advisors, LLC | History | No change | 1,974 | 279 | 0.14% | 0.15% | 630 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 1,968 | 278 | 0.01% | 0.01% | 632 | -1 | -0.05% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,867 | 278 | 0.01% | 0.01% | 631 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 1,936 | 273 | 0.12% | 0.13% | 634 | -1,028 | -34.68% | Q1 2026 | Apr 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 1,937 | 273 | 0.01% | 0.02% | 633 | -380 | -16.4% | Q1 2026 | Apr 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | New | 1,916 | 270 | 0.15% | — | 636 | +1,916 | New | Q1 2026 | May 12, 2026 |
| Vantus Wealth LLC | History | No change | 1,816 | 270 | 0.2% | 0.2% | 635 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PECAUT & CO. | History | Reduced | 1,900 | 268 | 0.09% | 0.09% | 637 | -60 | -3.06% | Q1 2026 | May 11, 2026 |
| BKM Wealth Management, LLC | History | No change | 1,900 | 268 | 0.1% | 0.1% | 638 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DAVIS R M INC | History | New | 1,894 | 267 | 0.0% | — | 639 | +1,894 | New | Q1 2026 | May 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 1,877 | 265 | 0.03% | 0.03% | 641 | -115 | -5.77% | Q1 2026 | May 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 1,875 | 265 | 0.02% | 0.02% | 640 | -75 | -3.85% | Q1 2026 | May 07, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 1,869 | 264 | 0.2% | 0.2% | 642 | +4 | 0.21% | Q1 2026 | Apr 22, 2026 |
| Chesapeake Wealth Management | History | Reduced | 1,865 | 263 | 0.08% | 0.11% | 645 | -700 | -27.29% | Q1 2026 | May 18, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 1,863 | 263 | 0.0% | 0.0% | 643 | +4 | 0.22% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 1,862 | 263 | 0.02% | 0.02% | 644 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fermata Advisors, LLC | History | No change | 1,862 | 263 | 0.06% | 0.07% | 646 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,866 | 263 | 0.1% | 0.11% | 647 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Seascape Capital Management | History | No change | 1,848 | 261 | 0.08% | 0.08% | 648 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cadia Private Client LLC | History | No change | 1,850 | 261 | 0.21% | 0.22% | 649 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 1,839 | 260 | 0.01% | 0.01% | 650 | -20 | -1.08% | Q1 2026 | May 06, 2026 |
| Klingman & Associates, LLC | History | No change | 1,826 | 258 | 0.01% | 0.01% | 651 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 1,822 | 257 | 0.05% | 0.05% | 652 | +148 | 8.84% | Q1 2026 | May 01, 2026 |
| MontVue Capital Management, Inc. | History | No change | 1,819 | 257 | 0.18% | 0.18% | 653 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 1,784 | 252 | 0.01% | 0.01% | 655 | +266 | 17.52% | Q1 2026 | May 15, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 1,782 | 252 | 0.26% | 0.25% | 656 | -42 | -2.3% | Q1 2026 | Apr 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,787 | 252 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 1,776 | 251 | 0.16% | 0.16% | 657 | +7 | 0.4% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 1,774 | 250 | 0.01% | 0.02% | 659 | -1,005 | -36.16% | Q1 2026 | Apr 23, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 1,772 | 250 | 0.05% | 0.06% | 658 | +6 | 0.34% | Q1 2026 | Apr 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 1,759 | 248 | 0.06% | 0.06% | 661 | -50 | -2.76% | Q1 2026 | Apr 27, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 1,759 | 248 | 0.08% | 0.09% | 662 | -13 | -0.73% | Q1 2026 | Apr 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 1,760 | 248 | 0.01% | 0.01% | 660 | -2 | -0.11% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 1,620 | 246 | 0.01% | 0.01% | 663 | +261 | 19.21% | Q1 2026 | Apr 20, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,740 | 246 | 0.02% | 0.02% | 664 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,724 | 245 | 0.02% | 0.08% | 666 | -6,472 | -78.97% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 1,737 | 245 | 0.03% | 0.04% | 665 | -133 | -7.11% | Q1 2026 | May 12, 2026 |
| Pearl Planning LLC | History | No change | 1,732 | 244 | 0.13% | 0.16% | 667 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 1,725 | 243 | 0.18% | 0.17% | 668 | +4 | 0.23% | Q1 2026 | May 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 1,712 | 242 | 0.04% | 0.04% | 669 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | No change | 1,711 | 241 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MOTCO | History | No change | 1,708 | 241 | 0.02% | 0.02% | 671 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| M3 Advisory Group, LLC | History | Added to | 1,698 | 240 | 0.15% | 0.15% | 672 | +1 | 0.06% | Q1 2026 | Apr 22, 2026 |
| Squarepoint Ops LLC | History | Reduced | 1,670 | 236 | 0.0% | 0.0% | 673 | -732 | -30.47% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 1,643 | 233 | 0.01% | 0.01% | 674 | -28 | -1.68% | Q1 2026 | May 12, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 1,641 | 232 | 0.02% | 0.02% | 675 | +206 | 14.36% | Q1 2026 | May 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 1,646 | 232 | 0.08% | 0.09% | 676 | +51 | 3.2% | Q1 2026 | May 12, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 1,401 | 231 | 0.03% | 0.03% | 677 | +1 | 0.07% | Q1 2026 | Jun 01, 2026 |
| TD Capital Management LLC | History | Added to | 1,613 | 228 | 0.02% | 0.02% | 678 | +4 | 0.25% | Q1 2026 | May 11, 2026 |
| Etesian Wealth Advisors, Inc. | History | New | 1,604 | 226 | 0.07% | — | 680 | +1,604 | New | Q1 2026 | Apr 23, 2026 |
| TritonPoint Partners, LLC | History | No change | 1,603 | 226 | 0.08% | 0.13% | 679 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,596 | 225 | 0.0% | — | 681 | +1,596 | New | Q1 2026 | May 14, 2026 |
| Trailhead Planners LLC | History | No change | 1,580 | 223 | 0.21% | 0.23% | 682 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,557 | 220 | 0.01% | 0.01% | 683 | +1 | 0.06% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | No change | 1,556 | 220 | 0.03% | 0.04% | 684 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,549 | 219 | 0.0% | — | 688 | +1,549 | New | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 1,555 | 219 | 0.0% | 0.0% | 685 | -417 | -21.15% | Q1 2026 | Apr 27, 2026 |
| Fire Capital Management LLC | History | Added to | 1,551 | 219 | 0.1% | 0.11% | 686 | +32 | 2.11% | Q1 2026 | May 08, 2026 |
| Financially in Tune, LLC | History | No change | 1,550 | 219 | 0.19% | 0.21% | 687 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 1,522 | 215 | 0.11% | 0.12% | 689 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Added to | 1,511 | 213 | 0.04% | 0.04% | 691 | +93 | 6.56% | Q1 2026 | Apr 03, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 1,511 | 213 | 0.03% | 0.04% | 690 | -26 | -1.69% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Reduced | 1,496 | 211 | 0.01% | 0.01% | 692 | -31 | -2.03% | Q1 2026 | May 04, 2026 |
| Curry Webb Wealth Management LLC | History | Added to | 1,499 | 211 | 0.1% | 0.11% | 693 | +1 | 0.07% | Q1 2026 | Jun 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,487 | 210 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 1,477 | 208 | 0.13% | 0.15% | 695 | -116 | -7.28% | Q1 2026 | Apr 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 1,458 | 206 | 0.0% | — | 696 | +1,458 | New | Q1 2026 | Apr 21, 2026 |
| Estate Counselors, LLC | History | Reduced | 1,455 | 205 | 0.02% | 0.05% | 697 | -2,245 | -60.68% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 1,444 | 204 | 0.02% | 0.02% | 698 | -135 | -8.55% | Q1 2026 | Apr 08, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 1,441 | 203 | 0.11% | 0.12% | 699 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | Reduced | 1,428 | 202 | 0.02% | 0.03% | 700 | -341 | -19.28% | Q1 2026 | Apr 07, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 1,434 | 202 | 0.06% | 0.06% | 701 | +35 | 2.5% | Q1 2026 | Apr 21, 2026 |
| Essex LLC | History | Added to | 1,435 | 202 | 0.04% | 0.04% | 702 | +25 | 1.77% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,414 | 200 | 0.01% | 0.03% | 705 | -2,218 | -61.07% | Q1 2026 | Apr 24, 2026 |
| Advisor OS, LLC | History | Added to | 1,420 | 200 | 0.01% | 0.02% | 704 | +2 | 0.14% | Q1 2026 | May 07, 2026 |
| Capital Advantage, Inc. | History | No change | 1,415 | 200 | 0.03% | 0.03% | 703 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,399 | 197 | 0.01% | — | 707 | +1,399 | New | Q1 2026 | Apr 29, 2026 |
| GGM Financial LLC | History | Added to | 1,399 | 197 | 0.09% | 0.1% | 706 | +3 | 0.21% | Q1 2026 | May 11, 2026 |
| Bank of New Hampshire | History | No change | 1,320 | 186 | 0.04% | 0.04% | 708 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 1,296 | 183 | 0.01% | 0.01% | 709 | -232 | -15.18% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,215 | 171 | 0.01% | 0.01% | 710 | -59 | -4.63% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,183 | 167 | 0.01% | 0.01% | 711 | +611 | 106.82% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | New | 1,156 | 163 | 0.14% | — | 712 | +1,156 | New | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | No change | 1,094 | 154 | 0.03% | 0.04% | 713 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,088 | 153 | 0.04% | — | 714 | +1,088 | New | Q1 2026 | May 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,050 | 148 | 0.0% | — | 715 | +1,050 | New | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,023 | 144 | 0.0% | 0.0% | 716 | -45 | -4.21% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | New | 1,007 | 142 | 0.02% | — | 717 | +1,007 | New | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Added to | 1,002 | 141 | 0.01% | 0.0% | 718 | +745 | 289.88% | Q1 2026 | Apr 29, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,000 | 141 | 0.05% | 0.06% | 719 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | Reduced | 958 | 135 | 0.01% | 0.01% | 720 | -24 | -2.44% | Q1 2026 | May 29, 2026 |
| Financial Perspectives, Inc | History | No change | 954 | 134 | 0.04% | 0.04% | 721 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Horizons Wealth Management | History | Reduced | 874 | 123 | 0.08% | 0.19% | 725 | -1,117 | -56.1% | Q1 2026 | Apr 02, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 837 | 123 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Balentine LLC | History | No change | 871 | 123 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | No change | 871 | 123 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | No change | 865 | 122 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 849 | 120 | 0.01% | 0.01% | 727 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 809 | 114 | 0.0% | 0.0% | 728 | -76 | -8.59% | Q1 2026 | Apr 23, 2026 |
| DT Investment Partners, LLC | History | No change | 782 | 110 | 0.01% | 0.01% | 729 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 746 | 105 | 0.09% | 0.09% | 730 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Winthrop Capital Management, LLC | History | No change | 719 | 102 | 0.03% | 0.02% | 731 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| New Republic Capital, LLC | History | No change | 719 | 101 | 0.03% | 0.03% | 732 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 704 | 99 | 0.01% | — | 733 | +704 | New | Q1 2026 | Apr 21, 2026 |
| Clearstead Trust, LLC | History | No change | 659 | 93 | 0.02% | 0.02% | 734 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | No change | 632 | 89 | 0.02% | 0.02% | 735 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 621 | 88 | 0.03% | 0.02% | 736 | +137 | 28.31% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 620 | 87 | 0.01% | 0.17% | 737 | -15,269 | -96.1% | Q1 2026 | May 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 588 | 83 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bravera Wealth | History | No change | 591 | 83 | 0.04% | 0.04% | 739 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 550 | 81 | 0.06% | 0.06% | 740 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 568 | 80 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 560 | 79 | 0.06% | 0.07% | 742 | -2 | -0.36% | Q1 2026 | Apr 07, 2026 |
| Forum Finance Group S.A. | History | New | 660 | 76 | 0.04% | — | 743 | +660 | New | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 527 | 74 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 510 | 72 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 531 | 71 | 0.03% | 0.02% | 746 | +120 | 29.2% | Q1 2026 | Jun 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 501 | 70 | 0.0% | 0.0% | 747 | +9 | 1.83% | Q1 2026 | Apr 13, 2026 |
| Arlington Trust Co LLC | History | No change | 480 | 67 | 0.01% | 0.01% | 748 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GW&K Investment Management, LLC | History | New | 469 | 66 | 0.0% | — | 749 | +469 | New | Q1 2026 | May 13, 2026 |
| Investors Portfolio Services LLC | History | Added to | 461 | 65 | 0.06% | 0.06% | 750 | +1 | 0.22% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 422 | 59 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 412 | 58 | 0.05% | — | 755 | +412 | New | Q1 2026 | Apr 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 411 | 58 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 413 | 58 | 0.01% | 0.01% | 753 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Addison Advisors LLC | History | No change | 414 | 58 | 0.01% | 0.01% | 754 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EFG International AG | History | New | 394 | 55 | 0.0% | — | 756 | +394 | New | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 365 | 51 | 0.02% | 0.02% | 757 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JNBA Financial Advisors | History | Reduced | 354 | 50 | 0.0% | 0.01% | 758 | -556 | -61.1% | Q1 2026 | Apr 22, 2026 |
| Wellington Grp LLC | History | Added to | 304 | 42 | 0.01% | 0.01% | 759 | +130 | 74.71% | Q1 2026 | May 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 287 | 40 | 0.03% | 0.03% | 760 | +5 | 1.77% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 282 | 39 | 0.01% | 0.01% | 761 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Added to | 271 | 38 | 0.02% | 0.02% | 762 | +1 | 0.37% | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 247 | 34 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Caitlin John, LLC | History | No change | 247 | 34 | 0.02% | 0.02% | 764 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | Reduced | 233 | 32 | 0.01% | 0.02% | 767 | -31 | -11.74% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | No change | 229 | 32 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | No change | 232 | 32 | 0.01% | 0.01% | 766 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 209 | 29 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rice Partnership, LLC | History | No change | 204 | 28 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 192 | 27 | 0.01% | 0.02% | 770 | -80 | -29.41% | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 189 | 26 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PROFFITT & GOODSON INC | History | No change | 183 | 25 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 176 | 24 | 0.02% | 0.02% | 773 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 161 | 22 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 151 | 21 | 0.0% | 0.0% | 775 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creative Capital Management Investments LLC | History | No change | 154 | 21 | 0.01% | 0.01% | 776 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 141 | 19 | 0.0% | 0.01% | 777 | -401 | -73.99% | Q1 2026 | Apr 14, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 140 | 19 | 0.0% | 0.0% | 778 | -152 | -52.05% | Q1 2026 | May 07, 2026 |
| Bernard Wealth Management Corp. | History | No change | 140 | 19 | 0.01% | 0.01% | 779 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 133 | 18 | 0.02% | 0.02% | 781 | -4 | -2.92% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 132 | 18 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Benson Wealth Management INC | History | No change | 134 | 18 | 0.02% | 0.02% | 782 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Community Bank, N.A. | History | No change | 125 | 17 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 123 | 17 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 121 | 17 | 0.01% | 0.01% | 785 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 112 | 15 | 0.0% | 0.01% | 786 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Kennebec Savings Bank | History | New | 102 | 14 | 0.01% | — | 789 | +102 | New | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 101 | 14 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 99 | 14 | 0.01% | 0.01% | 788 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 90 | 12 | 0.0% | — | 790 | +90 | New | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 76 | 10 | 0.0% | 0.0% | 791 | -309 | -80.26% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | New | 70 | 9 | 0.0% | — | 795 | +70 | New | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 65 | 9 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| United Community Bank | History | No change | 66 | 9 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wiser Advisor Group LLC | History | No change | 64 | 9 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 58 | 8 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 62 | 8 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 61 | 8 | 0.01% | 0.01% | 798 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hanson & Doremus Investment Management | History | No change | 49 | 7 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 48 | 6 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 43 | 6 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 45 | 6 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capitol Family Office, Inc. | History | No change | 41 | 6 | 0.01% | 0.01% | 803 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 29 | 4 | 0.0% | 0.0% | 805 | -100 | -77.52% | Q1 2026 | Apr 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 35 | 4 | 0.0% | — | 807 | +35 | New | Q1 2026 | May 18, 2026 |
| ST GERMAIN D J CO INC | History | No change | 29 | 4 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Key Capital Management, INC | History | Reduced | 24 | 3 | 0.0% | 0.05% | 810 | -289 | -92.33% | Q1 2026 | May 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 22 | 3 | 0.0% | 0.0% | 808 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pandora Wealth, Inc. | History | No change | 26 | 3 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 23 | 3 | 0.0% | 0.0% | 811 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Davis Capital Management | History | Reduced | 18 | 2 | 0.0% | 0.0% | 814 | -6 | -25.0% | Q1 2026 | Apr 16, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Glassman Wealth Services | History | No change | 17 | 2 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Robbins Farley | History | No change | 16 | 2 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Raleigh Capital Management Inc. | History | New | 14 | 1 | 0.0% | — | 821 | +14 | New | Q1 2026 | Apr 28, 2026 |
| Financial Life Planners | History | New | 7 | 1 | 0.0% | — | 822 | +7 | New | Q1 2026 | Apr 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11 | 1 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hurley Capital, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 817 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TSFG, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | No change | 6 | 1 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -63,500 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -58,080 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -46,600 | -100.0% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,286 | -100.0% | Q1 2026 | May 14, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 3.14% | — | -25,546 | -100.0% | Q1 2026 | May 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,682 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -18,900 | -100.0% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,600 | -100.0% | Q1 2026 | May 14, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -13,500 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.33% | — | -13,051 | -100.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,012 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,879 | -100.0% | Q1 2026 | May 12, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,009 | -100.0% | Q1 2026 | May 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,515 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Payne Capital LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -3,052 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,785 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,209 | -100.0% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,148 | -100.0% | Q1 2026 | May 04, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,092 | -100.0% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.07% | — | -2,083 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,080 | -100.0% | Q1 2026 | May 04, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,055 | -100.0% | Q1 2026 | Apr 15, 2026 |
| ArborFi Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -1,997 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -1,976 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,853 | -100.0% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,833 | -100.0% | Q1 2026 | May 18, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,776 | -100.0% | Q1 2026 | May 01, 2026 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,598 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Centurion Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,515 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,488 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,475 | -100.0% | Q1 2026 | May 15, 2026 |
| Alta Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,402 | -100.0% | Q1 2026 | May 04, 2026 |
| NOVUS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -1,395 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Hobart Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,394 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Valtrion Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,373 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,365 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,363 | -100.0% | Q1 2026 | May 18, 2026 |
| Jackson Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,359 | -100.0% | Q1 2026 | May 11, 2026 |
| OARSMAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,352 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,079 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -329 | -100.0% | Q1 2026 | May 08, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -280 | -100.0% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -168 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -168 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -133 | -100.0% | Q1 2026 | May 04, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -77 | -100.0% | Q1 2026 | May 01, 2026 |
| Cordgrass Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 14, 2026 |
| ATWOOD & PALMER INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MASECO LLP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |