SPDR GOLD TRUST - GLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 75,600,043 | 32,529,942 | 4.19% | 3.1% | 1 | +23,882,026 | 46.18% | Q1 2026 | May 12, 2026 |
| CTC LLC | History | Reduced | 813,657 | 30,424,499 | 14.01% | 10.32% | 2 | -58,551 | -6.71% | Q1 2026 | May 21, 2026 |
| LMR Partners LLP | History | Reduced | 53,844,109 | 23,168,581 | 51.0% | 59.22% | 3 | -25,558,841 | -32.19% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,013,678 | 19,368,935 | 2.17% | 1.96% | 4 | +2,191,462 | 5.12% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,441,722 | 14,819,928 | 2.4% | 1.88% | 5 | +2,856,247 | 9.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 15,523,310 | 6,679,525 | 1.0% | 0.82% | 6 | +2,689,320 | 20.95% | Q1 2026 | May 05, 2026 |
| Castle Hook Partners LP | History | Reduced | 138,286 | 5,950,308 | 25.39% | 35.03% | 7 | -21,139,114 | -99.35% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 12,014,900 | 5,169,891 | 0.09% | 0.07% | 8 | +1,918,175 | 19.0% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,064,195 | 4,760,812 | 0.35% | 0.33% | 9 | -278,880 | -2.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 10,912,378 | 4,695,487 | 0.28% | 0.33% | 10 | -2,981,363 | -21.46% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 8,093,048 | 3,482,357 | 23.84% | 8.07% | 11 | +4,108,490 | 103.11% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Reduced | 7,541,624 | 3,245,085 | 1.38% | 1.97% | 12 | -3,723,125 | -33.05% | Q1 2026 | May 11, 2026 |
| Jain Global LLC | History | Added to | 5,697,666 | 2,451,648 | 10.13% | 7.86% | 13 | +1,594,987 | 38.88% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,444,049 | 2,342,519 | 0.27% | 0.19% | 14 | +1,488,682 | 37.64% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 4,735,901 | 2,037,810 | 0.54% | 0.52% | 15 | -74,670 | -1.55% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,237,005 | 1,823,141 | 0.34% | 0.34% | 16 | -411,085 | -8.84% | Q1 2026 | May 11, 2026 |
| PEAK6 LLC | History | Added to | 3,298,956 | 1,419,507 | 3.33% | 1.08% | 17 | +1,827,452 | 124.19% | Q1 2026 | May 13, 2026 |
| Belvedere Trading LLC | History | Reduced | 2,870,501 | 1,235,147 | 1.46% | 1.24% | 18 | -36,530 | -1.26% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 2,842,902 | 1,223,272 | 2.27% | 0.93% | 19 | +1,579,567 | 125.03% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 2,455,741 | 1,056,680 | 1.79% | 1.73% | 20 | -19,092 | -0.77% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,208,117 | 1,048,916 | 0.51% | 0.47% | 21 | -210,298 | -14.83% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,407,183 | 1,035,771 | 0.32% | 0.3% | 22 | -61,886 | -2.51% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,402,293 | 1,033,682 | 0.18% | 0.16% | 23 | -128,860 | -5.09% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,435,764 | 1,009,819 | 0.06% | 0.04% | 24 | +872,503 | 55.81% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 1,970,473 | 847,874 | 0.2% | 0.09% | 25 | +1,026,602 | 108.77% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 1,555,773 | 669,433 | 1.74% | 2.2% | 26 | -1,261,904 | -44.79% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,524,345 | 654,802 | 0.15% | 0.15% | 27 | -98,973 | -6.1% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,426,918 | 613,988 | 0.65% | 0.64% | 28 | -41,356 | -2.82% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,183,762 | 509,360 | 0.51% | 0.4% | 29 | +83,651 | 7.6% | Q1 2026 | May 14, 2026 |
| Belfer Management LLC | History | Added to | 1,164 | 500,942 | 8.38% | 7.8% | 30 | +41 | 3.65% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,163,890 | 500,810 | 0.13% | 0.14% | 31 | +12,856 | 1.12% | Q1 2026 | May 04, 2026 |
| Comprehensive Financial Management LLC | History | No change | 1,147,529 | 493,770 | 16.38% | 13.71% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marino Management, LLC | History | No change | 1,106,395 | 476,070 | 87.01% | 87.08% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 1,099,100 | 472,931 | 1.25% | 0.79% | 34 | -400,500 | -26.71% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,069,645 | 460,257 | 0.6% | 0.02% | 35 | +1,034,054 | 2905.38% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 1,719,632 | 420,248 | 0.6% | 0.86% | 36 | -497,637 | -22.44% | Q1 2026 | May 15, 2026 |
| Bracebridge Capital, LLC | History | Added to | 953,450 | 410,260 | 11.0% | 5.07% | 37 | +554,750 | 139.14% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 941,071 | 404,933 | 0.01% | 0.01% | 38 | +61,170 | 6.95% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 926,830 | 398,805 | 0.71% | 0.67% | 39 | -11,430 | -1.22% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 883,213 | 380,038 | 0.41% | 0.33% | 40 | +225,342 | 34.25% | Q1 2026 | Apr 16, 2026 |
| Portman Square Capital LLP | History | Added to | 868,500 | 373,706 | 14.39% | 6.27% | 41 | +510,500 | 142.6% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 852,019 | 366,615 | 0.39% | 0.39% | 42 | -37,491 | -4.21% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 851,517 | 366,399 | 0.51% | 0.48% | 43 | -53,552 | -5.92% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 833,595 | 358,699 | 0.53% | 0.49% | 44 | -18,819 | -2.21% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 831,210 | 357,661 | 0.43% | 0.39% | 45 | -1,894 | -0.23% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 830,304 | 357,271 | 0.05% | 0.04% | 46 | +81,779 | 10.93% | Q1 2026 | May 14, 2026 |
| PPSC Investment Service Corp | History | Added to | 781,981 | 336,478 | 26.54% | 21.04% | 47 | +70,775 | 9.95% | Q1 2026 | Apr 23, 2026 |
| Arizona PSPRS Trust | History | No change | 724,052 | 311,552 | 11.46% | 10.56% | 48 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 707,998 | 304,644 | 0.18% | 0.15% | 49 | +12,415 | 1.78% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 679,933 | 292,568 | 0.27% | 0.26% | 50 | -62,437 | -8.41% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 667,851 | 287,369 | 0.37% | 0.44% | 51 | -323,549 | -32.64% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Added to | 666,237 | 286,675 | 0.22% | 0.11% | 52 | +306,914 | 85.41% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 662,700 | 285,153 | 0.48% | 0.71% | 53 | -596,146 | -47.36% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 625,273 | 269,048 | 1.37% | 1.28% | 54 | +34,384 | 5.82% | Q1 2026 | May 08, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 608,400 | 261,788 | 6.92% | 12.84% | 55 | -433,700 | -41.62% | Q1 2026 | May 15, 2026 |
| Starr Indemnity & Liability Co | History | Added to | 607,410 | 261,362 | 66.41% | 63.28% | 56 | +45,190 | 8.04% | Q1 2026 | May 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 590,062 | 253,897 | 5.14% | 3.84% | 57 | +43,283 | 7.92% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 584,011 | 251,294 | 0.65% | 0.62% | 58 | -8,587 | -1.45% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 576,874 | 248,223 | 0.33% | 0.32% | 59 | -24,668 | -4.1% | Q1 2026 | Apr 27, 2026 |
| Hudson Bay Capital Management LP | History | New | 566,690 | 243,841 | 0.84% | — | 60 | +566,690 | New | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | New | 537,107 | 231,111 | 2.75% | — | 61 | +537,107 | New | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 509,516 | 219,239 | 1.77% | 1.11% | 62 | +136,110 | 36.45% | Q1 2026 | May 08, 2026 |
| Allen Investment Management, LLC | History | Added to | 498,458 | 214,481 | 2.65% | 2.11% | 63 | +18,664 | 3.89% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 488,169 | 210,054 | 0.13% | 0.12% | 64 | +208 | 0.04% | Q1 2026 | May 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 475,662 | 204,672 | 1.44% | 0.36% | 65 | +272,982 | 134.69% | Q1 2026 | May 15, 2026 |
| Bleichroeder LP | History | No change | 475,000 | 204,387 | 35.33% | 33.12% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orbis Allan Gray Ltd | History | Reduced | 473,850 | 203,892 | 0.86% | 0.87% | 67 | -49,936 | -9.53% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 469,508 | 202,024 | 1.13% | 1.05% | 68 | -4,334 | -0.91% | Q1 2026 | Apr 30, 2026 |
| HARVARD MANAGEMENT CO INC | History | Reduced | 464,450 | 199,848 | 11.01% | 11.94% | 69 | -162,000 | -25.86% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 469,933 | 198,567 | 1.39% | 1.12% | 70 | +65,996 | 16.34% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 448,597 | 193,048 | 0.21% | 0.21% | 71 | -10,350 | -2.26% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 447,240 | 192,341 | 0.22% | 0.2% | 72 | +23,325 | 5.5% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 443,742 | 190,937 | 0.15% | 0.14% | 73 | +4,099 | 0.93% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 433,029 | 186,328 | 2.67% | 2.72% | 74 | +17,136 | 4.12% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 430,049 | 185,050 | 0.26% | 0.25% | 75 | -8,201 | -1.87% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 427,919 | 184,129 | 0.7% | 0.62% | 76 | +46,120 | 12.08% | Q1 2026 | Apr 30, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 427,603 | 183,993 | 1.63% | 0.07% | 77 | +411,608 | 2573.35% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 421,700 | 181,453 | 0.45% | 0.4% | 78 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Proficio Capital Partners LLC | History | Added to | 415,470 | 179,136 | 9.57% | 9.63% | 79 | +69,322 | 20.03% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 404,058 | 173,862 | 2.7% | 2.43% | 80 | -13,633 | -3.26% | Q1 2026 | May 15, 2026 |
| Arnhold LLC | History | Reduced | 392,908 | 169,064 | 12.42% | 15.16% | 81 | -111,525 | -22.11% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 386,735 | 166,408 | 0.48% | 0.27% | 82 | +131,532 | 51.54% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 372,087 | 157,858 | 0.23% | 0.28% | 83 | -3,577,140 | -90.58% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Added to | 360,601 | 155,418 | 3.38% | 3.06% | 84 | +106 | 0.03% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL PLC | History | Added to | 356,021 | 151,166 | 0.89% | 1.06% | 85 | +21,925 | 6.56% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 344,770 | 148,351 | 0.41% | 0.41% | 86 | -75,076 | -17.88% | Q1 2026 | May 04, 2026 |
| WS MANAGEMENT LLLP | History | Added to | 340,678 | 146,590 | 12.94% | 10.08% | 87 | +30,000 | 9.66% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 329,282 | 141,686 | 0.37% | 0.41% | 88 | -50,818 | -13.37% | Q1 2026 | May 14, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 327,333 | 140,835 | 1.53% | 1.35% | 89 | -2,308 | -0.7% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 326,959 | 140,687 | 0.91% | 0.43% | 90 | +49,844 | 17.99% | Q1 2026 | May 15, 2026 |
| Stenham Asset Management Ltd | History | Reduced | 325,001 | 139,844 | 67.93% | 67.64% | 91 | -16,906 | -4.94% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 316,819 | 136,324 | 0.06% | 0.06% | 92 | -47,720 | -13.09% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 313,187 | 134,472 | 0.58% | 0.53% | 93 | -2,085 | -0.66% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 311,108 | 133,094 | 0.62% | 0.53% | 94 | +24,085 | 8.39% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 304,426 | 133,038 | 0.39% | 0.36% | 95 | +156,917 | 106.38% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 306,968 | 132,085 | 3.06% | 3.8% | 96 | +107,799 | 54.12% | Q1 2026 | Apr 27, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | New | 300,000 | 129,087 | 0.22% | — | 97 | +300,000 | New | Q1 2026 | May 14, 2026 |
| Waratah Capital Advisors Ltd. | History | Reduced | 299,000 | 128,656 | 4.9% | 22.79% | 98 | -1,409,200 | -82.5% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 298,497 | 128,440 | 0.23% | 0.21% | 99 | +135,373 | 82.99% | Q1 2026 | May 01, 2026 |
| BAILARD, INC. | History | Reduced | 295,219 | 127,029 | 2.92% | 2.73% | 100 | -15,674 | -5.04% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 301,930 | 125,213 | 0.06% | 0.06% | 101 | +47,063 | 18.47% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 288,898 | 124,309 | 1.38% | 1.08% | 102 | +86,077 | 42.44% | Q1 2026 | May 15, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 288,203 | 124,010 | 8.66% | 3.42% | 103 | +181,003 | 168.85% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 287,470 | 123,695 | 1.08% | 1.06% | 104 | +14,148 | 5.18% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 284,795 | 122,545 | 0.37% | 0.31% | 105 | -7,417 | -2.54% | Q1 2026 | May 13, 2026 |
| CI INVESTMENTS INC. | History | Added to | 282,364 | 121,498 | 0.59% | 0.25% | 106 | +138,846 | 96.74% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 279,732 | 119,769 | 0.06% | 0.16% | 107 | -424,195 | -60.26% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 276,294 | 118,887 | 0.29% | 0.19% | 108 | +70,977 | 34.57% | Q1 2026 | Apr 22, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 275,003 | 118,331 | 4.74% | 4.61% | 109 | -20,415 | -6.91% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 272,262 | 117,151 | 7.03% | 5.3% | 110 | +30,382 | 12.56% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 268,197 | 115,402 | 1.29% | 0.96% | 111 | +54,105 | 25.27% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 264,780 | 113,932 | 0.19% | 0.18% | 112 | -17,981 | -6.36% | Q1 2026 | May 14, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 254,004 | 109,295 | 2.54% | 2.69% | 113 | -29,170 | -10.3% | Q1 2026 | May 15, 2026 |
| C V STARR & CO INC | History | No change | 251,400 | 108,174 | 56.41% | 54.75% | 114 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 247,238 | 106,384 | 1.16% | 0.63% | 115 | +108,077 | 77.66% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Added to | 245,846 | 105,785 | 0.17% | 0.13% | 116 | +10,087 | 4.28% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 241,242 | 103,809 | 0.79% | 0.75% | 117 | -10,648 | -4.23% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Reduced | 240,177 | 103,345 | 2.18% | 6.22% | 118 | -1,558,114 | -86.64% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 236,225 | 101,645 | 0.16% | 0.16% | 119 | -19,620 | -7.67% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 234,004 | 100,671 | 0.18% | 0.18% | 120 | +624 | 0.27% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 230,612 | 99,230 | 0.07% | — | 121 | +230,612 | New | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 229,013 | 98,542 | 0.41% | 0.3% | 122 | +40,385 | 21.41% | Q1 2026 | May 13, 2026 |
| Cavalier Investments, LLC | History | Added to | 226,125 | 97,299 | 2.63% | 0.45% | 123 | +204,245 | 933.48% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 223,019 | 95,962 | 0.02% | 0.02% | 124 | -36,683 | -14.13% | Q1 2026 | May 05, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 218,753 | 94,127 | 7.22% | 1.81% | 125 | +151,641 | 225.95% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 217,826 | 93,728 | 0.06% | 0.06% | 126 | -812 | -0.37% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 216,349 | 93,092 | 0.5% | 0.49% | 127 | -7,823 | -3.49% | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 202,840 | 87,279 | 1.41% | 1.32% | 128 | +40,863 | 25.23% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 200,352 | 86,209 | 1.07% | 1.35% | 129 | -59,098 | -22.78% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 199,770 | 85,959 | 2.93% | 3.07% | 130 | -32,675 | -14.06% | Q1 2026 | May 07, 2026 |
| Briaud Financial Planning Inc | History | Added to | 198,343 | 85,325 | 22.37% | 19.36% | 131 | +39 | 0.02% | Q1 2026 | Apr 10, 2026 |
| Fullerton Fund Management Co Ltd. | History | Added to | 196,140 | 84,397 | 6.76% | 2.82% | 132 | +33,485 | 20.59% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 194,699 | 83,761 | 0.08% | 0.09% | 133 | -44,290 | -18.53% | Q1 2026 | May 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 192,914 | 83,008 | 2.24% | 1.61% | 134 | +39,198 | 25.5% | Q1 2026 | Apr 28, 2026 |
| Rathbones Group PLC | History | Reduced | 187,498 | 80,675 | 0.34% | 0.31% | 135 | -12,001 | -6.02% | Q1 2026 | May 12, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 193,125 | 80,090 | 15.8% | 18.17% | 136 | -13,896 | -6.71% | Q1 2026 | May 05, 2026 |
| Children's Medical Center Corp | History | Reduced | 185,220 | 79,698 | 100.0% | 100.0% | 137 | -38,681 | -17.28% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 199,058 | 78,888 | 0.37% | 0.37% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 196,633 | 78,514 | 0.16% | 0.16% | 139 | -91,129 | -31.67% | Q1 2026 | Apr 08, 2026 |
| Erste Asset Management GmbH | History | New | 187,000 | 77,526 | 0.72% | — | 140 | +187,000 | New | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 178,352 | 76,743 | 0.09% | 0.03% | 141 | +115,179 | 182.32% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 191,716 | 76,510 | 0.49% | 0.49% | 142 | +11,194 | 6.2% | Q1 2026 | May 15, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 191,349 | 75,833 | 6.9% | 5.56% | 143 | +54,535 | 39.86% | Q1 2026 | Apr 09, 2026 |
| Rock Creek Group LLC | History | Reduced | 175,899 | 75,687 | 7.66% | 9.25% | 144 | -32,148 | -15.45% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 175,770 | 75,178 | 0.11% | 0.18% | 145 | -138,110 | -44.0% | Q1 2026 | May 15, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 173,122 | 74,492 | 4.18% | 3.9% | 146 | -12,790 | -6.88% | Q1 2026 | Apr 13, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 168,500 | 72,503 | 0.82% | 1.01% | 147 | -83,600 | -33.16% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 168,773 | 71,508 | 1.24% | 1.18% | 148 | +3,971 | 2.41% | Q1 2026 | May 15, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 162,310 | 69,840 | 9.8% | 10.47% | 149 | -26,413 | -14.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 159,928 | 68,815 | 0.03% | 0.03% | 150 | +10,396 | 6.95% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 158,277 | 68,104 | 0.73% | 1.95% | 151 | -44,595 | -21.98% | Q1 2026 | May 12, 2026 |
| Pictet North America Advisors SA | History | Added to | 155,961 | 66,811 | 6.64% | 5.78% | 152 | +1,796 | 1.16% | Q1 2026 | Apr 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 153,629 | 66,105 | 0.05% | 0.04% | 153 | +2,628 | 1.74% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 151,416 | 65,152 | 0.34% | 0.36% | 154 | +21,670 | 16.7% | Q1 2026 | May 15, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 147,877 | 63,629 | 2.27% | 3.05% | 155 | -62,753 | -29.79% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 145,014 | 62,398 | 2.64% | 2.79% | 156 | -25,605 | -15.01% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 143,492 | 61,746 | 0.31% | 0.28% | 157 | +7,420 | 5.45% | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | Added to | 142,922 | 61,497 | 8.4% | 7.36% | 158 | +5,593 | 4.07% | Q1 2026 | May 07, 2026 |
| Northside Capital Management, LLC | History | Reduced | 142,480 | 61,307 | 5.38% | 5.78% | 159 | -25,283 | -15.07% | Q1 2026 | Apr 10, 2026 |
| Brookstone Capital Management | History | Reduced | 142,192 | 61,183 | 0.7% | 0.76% | 160 | -25,745 | -15.33% | Q1 2026 | Apr 16, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 137,200 | 59,035 | 0.27% | 0.14% | 161 | +15,634 | 12.86% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | Added to | 135,959 | 58,501 | 3.1% | 2.91% | 162 | +1,692 | 1.26% | Q1 2026 | Apr 24, 2026 |
| Carrhae Capital LLP | History | Added to | 135,800 | 58,433 | 1.75% | 1.08% | 163 | +63,600 | 88.09% | Q1 2026 | May 13, 2026 |
| Hamilton Wealth, LLC | History | Added to | 134,685 | 57,953 | 4.11% | 3.75% | 164 | +84,991 | 171.03% | Q1 2026 | May 18, 2026 |
| Spider Management Company, LLC | History | New | 133,928 | 57,627 | 16.44% | — | 165 | +133,928 | New | Q1 2026 | May 01, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 131,883 | 56,747 | 0.15% | 0.08% | 166 | +43,558 | 49.32% | Q1 2026 | May 15, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 131,069 | 56,398 | 41.78% | 31.56% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 130,743 | 56,257 | 1.91% | 2.41% | 168 | -61,788 | -32.09% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 130,444 | 56,128 | 0.45% | 0.19% | 169 | +89,431 | 218.06% | Q1 2026 | May 15, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 130,345 | 56,086 | 15.77% | 17.8% | 170 | -10,202 | -7.26% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 141,420 | 56,046 | 0.22% | 0.22% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PAYDEN & RYGEL | History | New | 129,300 | 55,636 | 4.28% | — | 172 | +129,300 | New | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 128,367 | 55,234 | 0.86% | 0.88% | 173 | +759 | 0.59% | Q1 2026 | May 04, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 126,187 | 54,297 | 4.5% | 5.22% | 174 | -17,470 | -12.16% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 125,903 | 54,174 | 0.12% | 0.11% | 175 | -3,736 | -2.88% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 121,093 | 52,105 | 0.95% | 0.99% | 176 | -17,945 | -12.91% | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | Added to | 120,143 | 51,696 | 0.21% | 0.19% | 177 | +665 | 0.56% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 119,545 | 51,439 | 0.19% | 0.17% | 178 | -2,906 | -2.37% | Q1 2026 | Apr 24, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 119,459 | 51,402 | 4.26% | 4.33% | 179 | -2,342 | -1.92% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 118,414 | 50,896 | 0.1% | 0.09% | 180 | -3,581 | -2.94% | Q1 2026 | May 01, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 116,005 | 49,609 | 8.17% | 8.83% | 181 | -5,374 | -4.43% | Q1 2026 | Apr 07, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 113,086 | 48,659 | 0.73% | 0.63% | 182 | -146 | -0.13% | Q1 2026 | Apr 08, 2026 |
| Curi Capital, LLC | History | Reduced | 110,693 | 47,630 | 0.85% | 0.78% | 183 | -3,337 | -2.93% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 110,098 | 47,373 | 0.26% | 0.15% | 184 | -19 | -0.02% | Q1 2026 | Apr 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 109,512 | 47,121 | 5.2% | 5.41% | 185 | -12,196 | -10.02% | Q1 2026 | Apr 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 108,800 | 46,815 | 0.15% | — | 186 | +108,800 | New | Q1 2026 | May 14, 2026 |
| Townsend & Associates, Inc | History | Reduced | 105,925 | 46,104 | 3.98% | 4.03% | 187 | -714 | -0.67% | Q1 2026 | Apr 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 107,144 | 46,102 | 0.08% | 0.07% | 188 | +6,767 | 6.74% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 106,716 | 45,918 | 0.57% | 0.53% | 189 | -1,350 | -1.25% | Q1 2026 | Apr 20, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 104,158 | 44,818 | 20.13% | 28.14% | 190 | -30,508 | -22.65% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 103,819 | 44,672 | 0.54% | 0.56% | 191 | +4,449 | 4.48% | Q1 2026 | Apr 23, 2026 |
| COMMERCE BANK | History | Added to | 103,629 | 44,590 | 0.22% | 0.18% | 192 | +21,536 | 26.23% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 103,335 | 44,463 | 0.72% | 0.72% | 193 | -6,937 | -6.29% | Q1 2026 | Apr 14, 2026 |
| M&T BANK CORP | History | Reduced | 101,492 | 43,670 | 0.15% | 0.14% | 194 | -4,736 | -4.46% | Q1 2026 | May 12, 2026 |
| TEXAS TREASURY SAFEKEEPING TRUST CO | History | New | 100,617 | 43,294 | 6.98% | — | 195 | +100,617 | New | Q1 2026 | May 15, 2026 |
| VISTA FINANCE, LLC | History | Added to | 100,203 | 43,116 | 34.24% | 24.23% | 196 | +7,748 | 8.38% | Q1 2026 | May 04, 2026 |
| DME Capital Management, LP | History | Reduced | 99,611 | 42,861 | 1.34% | 2.37% | 197 | -70,950 | -41.6% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 98,956 | 42,579 | 0.03% | 0.03% | 198 | -39,624 | -28.59% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 98,695 | 42,467 | 1.57% | 2.38% | 199 | -75,448 | -43.33% | Q1 2026 | May 07, 2026 |
| AMG National Trust Bank | History | Reduced | 97,887 | 42,119 | 0.91% | 0.93% | 200 | -1,515 | -1.52% | Q1 2026 | May 04, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 96,654 | 41,589 | 7.4% | 6.84% | 201 | -8,092 | -7.73% | Q1 2026 | May 11, 2026 |
| Corecam Pte. Ltd. | History | Added to | 96,100 | 41,350 | 17.92% | 12.44% | 202 | +35,710 | 59.13% | Q1 2026 | Apr 14, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 95,827 | 41,233 | 1.72% | 1.82% | 203 | -20,255 | -17.45% | Q1 2026 | Apr 13, 2026 |
| Third Point LLC | History | New | 95,000 | 40,877 | 1.96% | — | 204 | +95,000 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 94,496 | 40,660 | 0.01% | 0.01% | 205 | -3,802 | -3.87% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 94,267 | 40,561 | 0.4% | 0.4% | 206 | +3,981 | 4.41% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 93,035 | 40,032 | 1.76% | 1.43% | 207 | +12,174 | 15.06% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 92,906 | 39,976 | 0.24% | 0.22% | 208 | +1,263 | 1.38% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 98,314 | 38,962 | 0.01% | 0.01% | 209 | +20,881 | 26.97% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 90,875 | 38,715 | 0.15% | 0.11% | 210 | +18,403 | 25.39% | Q1 2026 | May 11, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 89,269 | 38,412 | 0.07% | 0.04% | 211 | +17,625 | 24.6% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 90,388 | 37,728 | 0.67% | 0.06% | 212 | +87,237 | 2768.55% | Q1 2026 | May 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 87,368 | 37,593 | 2.67% | 2.17% | 213 | +10,933 | 14.3% | Q1 2026 | May 12, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | New | 87,044 | 37,454 | 40.21% | — | 214 | +87,044 | New | Q1 2026 | May 07, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 85,975 | 36,994 | 2.69% | 2.03% | 215 | +5,821 | 7.26% | Q1 2026 | Apr 14, 2026 |
| Marex Group plc | History | Added to | 85,893 | 36,958 | 0.23% | 0.04% | 216 | +70,731 | 466.5% | Q1 2026 | May 13, 2026 |
| Keel Point, LLC | History | No change | 92,925 | 36,827 | 2.22% | 2.22% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 85,389 | 36,741 | 1.29% | 1.01% | 218 | +12,679 | 17.44% | Q1 2026 | May 06, 2026 |
| Sicart Associates LLC | History | Reduced | 84,144 | 36,206 | 9.3% | 9.43% | 219 | -5,531 | -6.17% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 83,059 | 35,739 | 0.06% | 0.04% | 220 | +15,979 | 23.82% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 82,463 | 35,483 | 0.47% | 0.53% | 221 | -12,889 | -13.52% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 82,193 | 35,366 | 0.37% | 0.36% | 222 | -2,853 | -3.35% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 82,170 | 35,356 | 0.84% | 0.99% | 223 | -20,034 | -19.6% | Q1 2026 | May 11, 2026 |
| Polymer Capital Management (HK) LTD | History | Reduced | 82,037 | 35,299 | 3.05% | 4.74% | 224 | -2,013 | -2.4% | Q1 2026 | May 14, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 82,000 | 35,284 | 0.21% | 0.64% | 225 | -168,000 | -67.2% | Q1 2026 | May 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 81,912 | 35,246 | 6.22% | 6.97% | 226 | -15,186 | -15.64% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 80,696 | 34,722 | 0.78% | 0.75% | 227 | -4,350 | -5.11% | Q1 2026 | May 15, 2026 |
| S&CO INC | History | No change | 80,565 | 34,666 | 2.15% | 1.98% | 228 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 80,089 | 34,461 | 0.27% | 0.21% | 229 | +5,234 | 6.99% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 79,590 | 34,246 | 1.92% | 1.85% | 230 | -2,457 | -2.99% | Q1 2026 | Apr 24, 2026 |
| Ascent Group, LLC | History | Reduced | 79,353 | 34,144 | 1.18% | 1.15% | 231 | -5,816 | -6.83% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 78,627 | 33,832 | 0.12% | 0.11% | 232 | +4,067 | 5.45% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 78,002 | 33,563 | 0.25% | 0.23% | 233 | +6,397 | 8.93% | Q1 2026 | May 15, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 76,850 | 33,067 | 2.5% | 1.0% | 234 | +44,150 | 135.02% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 75,798 | 32,615 | 0.37% | 0.32% | 235 | +5,053 | 7.14% | Q1 2026 | Apr 28, 2026 |
| Marathon Trading Investment Management LLC | History | Added to | 75,146 | 32,334 | 0.88% | 0.31% | 236 | +40,334 | 115.86% | Q1 2026 | May 14, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 74,843 | 32,204 | 1.74% | 1.58% | 237 | -1,224 | -1.61% | Q1 2026 | May 04, 2026 |
| Lee Financial Co | History | Reduced | 74,497 | 32,055 | 4.52% | 4.08% | 238 | -1,846 | -2.42% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 74,204 | 31,872 | 0.87% | 0.69% | 239 | +6,104 | 8.96% | Q1 2026 | Apr 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 74,054 | 31,864 | 2.87% | 2.0% | 240 | -11,144 | -13.08% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 73,489 | 31,621 | 2.6% | 2.98% | 241 | -14,553 | -16.53% | Q1 2026 | Apr 08, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 72,330 | 31,122 | 0.49% | 0.43% | 242 | -1,504 | -2.04% | Q1 2026 | May 15, 2026 |
| Pine Ridge Advisers LLC | History | No change | 71,225 | 30,647 | 1.89% | 1.68% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 71,225 | 30,647 | 2.8% | 2.44% | 244 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 70,753 | 30,444 | 0.01% | 0.13% | 245 | -48,212 | -40.53% | Q1 2026 | May 04, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 70,286 | 30,243 | 3.08% | 2.45% | 246 | +8,959 | 14.61% | Q1 2026 | May 08, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 69,567 | 29,933 | 7.34% | 6.47% | 247 | +60 | 0.09% | Q1 2026 | May 15, 2026 |
| Janney Capital Management LLC | History | No change | 75,402 | 29,883 | 1.88% | 1.88% | 248 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 69,304 | 29,820 | 0.84% | 0.68% | 249 | +3,072 | 4.64% | Q1 2026 | Apr 28, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 69,251 | 29,798 | 8.12% | 8.16% | 250 | -3,715 | -5.09% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 68,917 | 29,654 | 0.7% | 0.69% | 251 | -8,931 | -11.47% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 68,661 | 29,544 | 0.19% | 0.17% | 252 | +1,331 | 1.98% | Q1 2026 | Apr 27, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 68,511 | 29,479 | 1.0% | 0.98% | 253 | -5,716 | -7.7% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 68,417 | 29,439 | 1.9% | 1.75% | 254 | +859 | 1.27% | Q1 2026 | Apr 15, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Reduced | 68,178 | 29,336 | 13.58% | 14.45% | 255 | -14,781 | -17.82% | Q1 2026 | Apr 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 67,740 | 29,147 | 3.35% | 3.12% | 256 | -593 | -0.87% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 67,592 | 29,084 | 1.22% | 1.25% | 257 | -2,786 | -3.96% | Q1 2026 | Apr 30, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 67,483 | 29,037 | 5.98% | 6.23% | 258 | -10,453 | -13.41% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 67,248 | 28,936 | 0.45% | 0.48% | 259 | +7,628 | 12.79% | Q1 2026 | May 15, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 67,123 | 28,882 | 8.3% | 7.2% | 260 | -289 | -0.43% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 65,880 | 28,843 | 0.27% | 0.17% | 261 | +26,430 | 67.0% | Q1 2026 | Apr 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 66,690 | 28,696 | 0.01% | 0.01% | 262 | -22,855 | -25.52% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 66,618 | 28,665 | 0.56% | 0.55% | 263 | -4,218 | -5.95% | Q1 2026 | Apr 17, 2026 |
| WNY Asset Management, LLC | History | New | 65,501 | 28,184 | 2.91% | — | 264 | +65,501 | New | Q1 2026 | May 22, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 64,755 | 27,863 | 5.63% | 5.05% | 265 | -1,253 | -1.9% | Q1 2026 | May 15, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 64,634 | 27,811 | 4.08% | 2.73% | 266 | +20,186 | 45.41% | Q1 2026 | Apr 24, 2026 |
| Intrua Financial, LLC | History | Reduced | 64,461 | 27,737 | 2.86% | 3.8% | 267 | -26,483 | -29.12% | Q1 2026 | Apr 23, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 64,157 | 27,606 | 0.02% | 0.02% | 268 | -31,928 | -33.23% | Q1 2026 | Apr 30, 2026 |
| Arkos Global Advisors | History | Reduced | 63,607 | 27,369 | 3.43% | 3.3% | 269 | -1,515 | -2.33% | Q1 2026 | May 13, 2026 |
| Bayshore Capital Advisors, LLC | History | Reduced | 62,942 | 27,083 | 11.43% | 12.82% | 270 | -1,823 | -2.81% | Q1 2026 | Apr 14, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 62,002 | 26,678 | 8.41% | 7.32% | 271 | -540 | -0.86% | Q1 2026 | May 07, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 61,702 | 26,549 | 1.81% | 1.65% | 272 | +139 | 0.23% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 61,557 | 26,487 | 6.53% | 6.43% | 273 | -7,573 | -10.95% | Q1 2026 | May 15, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 61,119 | 26,298 | 5.81% | 4.55% | 274 | +7,116 | 13.18% | Q1 2026 | Apr 27, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 60,767 | 26,147 | 18.76% | 18.71% | 275 | +241 | 0.4% | Q1 2026 | May 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 60,752 | 26,140 | 0.39% | 0.36% | 276 | -1,098 | -1.78% | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 60,432 | 26,003 | 7.1% | 6.83% | 277 | -4,710 | -7.23% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 60,374 | 25,978 | 1.34% | 1.32% | 278 | -2,168 | -3.47% | Q1 2026 | Apr 17, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 60,040 | 25,834 | 0.22% | 0.22% | 279 | -14,154 | -19.08% | Q1 2026 | May 14, 2026 |
| Corecam AG | History | Added to | 137,263 | 25,331 | 21.58% | 15.62% | 280 | +13,480 | 10.89% | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 58,726 | 25,269 | 0.14% | 0.16% | 281 | -12,947 | -18.06% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 58,721 | 25,266 | 0.72% | 0.3% | 282 | +34,783 | 145.3% | Q1 2026 | Apr 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 58,492 | 25,168 | 0.85% | 0.36% | 283 | +2,292 | 4.08% | Q1 2026 | Apr 23, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 61,123 | 25,035 | 0.35% | 0.69% | 284 | -90,867 | -59.78% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Reduced | 57,649 | 24,805 | 0.32% | 0.35% | 285 | -2,735 | -4.53% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 56,710 | 24,402 | 0.04% | 0.02% | 286 | +28,559 | 101.45% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 56,646 | 24,374 | 1.0% | 1.0% | 287 | +146 | 0.26% | Q1 2026 | May 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 56,187 | 24,176 | 1.72% | 1.47% | 288 | +5,217 | 10.24% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 56,060 | 24,121 | 0.14% | 0.12% | 289 | +4,468 | 8.66% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 55,883 | 24,045 | 0.33% | 0.32% | 290 | -207 | -0.37% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 55,807 | 24,013 | 0.08% | 0.07% | 291 | -315 | -0.56% | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | Reduced | 55,739 | 23,983 | 0.33% | 1.04% | 292 | -43,359 | -43.75% | Q1 2026 | May 13, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 55,631 | 23,937 | 2.41% | 2.07% | 293 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Reduced | 55,284 | 23,788 | 10.9% | 10.59% | 294 | -1,294 | -2.29% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 55,050 | 23,687 | 8.15% | 7.1% | 295 | -224 | -0.41% | Q1 2026 | May 15, 2026 |
| Parametrica Management Ltd | History | New | 55,000 | 23,665 | 26.9% | — | 296 | +55,000 | New | Q1 2026 | May 11, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 54,900 | 23,622 | 0.42% | 0.41% | 297 | -720 | -1.29% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 54,704 | 23,538 | 0.12% | 0.1% | 298 | +5,740 | 11.72% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 54,464 | 23,435 | 0.42% | 0.4% | 299 | -109 | -0.2% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 54,376 | 23,397 | 0.47% | 0.46% | 300 | -2,591 | -4.55% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 53,901 | 23,193 | 1.96% | 2.12% | 301 | -5,377 | -9.07% | Q1 2026 | Apr 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 53,850 | 23,171 | 2.86% | 1.96% | 302 | +15,207 | 39.35% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 57,877 | 22,937 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| James Hambro & Partners LLP | History | Reduced | 53,190 | 22,884 | 0.9% | 0.86% | 304 | -7,248 | -11.99% | Q1 2026 | Apr 22, 2026 |
| University of Illinois Foundation | History | New | 52,785 | 22,712 | 4.66% | — | 305 | +52,785 | New | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 52,427 | 22,559 | 1.69% | 0.73% | 306 | +22,345 | 74.28% | Q1 2026 | May 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 52,418 | 22,555 | 0.71% | 0.66% | 307 | +764 | 1.48% | Q1 2026 | Apr 08, 2026 |
| FFG Partners, LLC | History | Reduced | 52,329 | 22,516 | 8.91% | 6.41% | 308 | -3,452 | -6.19% | Q1 2026 | Apr 17, 2026 |
| CSS LLC/IL | History | Reduced | 52,123 | 22,428 | 1.07% | 1.31% | 309 | -22,107 | -29.78% | Q1 2026 | May 15, 2026 |
| Violich Capital Management, Inc. | History | Added to | 51,926 | 22,343 | 2.61% | 2.29% | 310 | +40 | 0.08% | Q1 2026 | Apr 08, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | No change | 51,590 | 22,198 | 5.13% | 4.26% | 311 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Members Advisory Group LLC | History | Added to | 51,522 | 22,169 | 7.6% | 6.01% | 312 | +11,269 | 28.0% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 51,478 | 22,150 | 1.01% | 1.13% | 313 | -11,468 | -18.22% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 51,007 | 21,948 | 0.03% | — | 314 | +51,007 | New | Q1 2026 | May 12, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 50,985 | 21,938 | 4.13% | 3.91% | 315 | -1,036 | -1.99% | Q1 2026 | Apr 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 50,883 | 21,894 | 0.72% | 0.58% | 316 | +6,514 | 14.68% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 50,850 | 21,880 | 0.58% | 0.54% | 317 | -1,764 | -3.35% | Q1 2026 | May 14, 2026 |
| RS CRUM INC. | History | Reduced | 50,264 | 21,628 | 4.18% | 4.31% | 318 | -4,221 | -7.75% | Q1 2026 | Apr 15, 2026 |
| COBALT CAPITAL MANAGEMENT, INC. | History | Reduced | 50,000 | 21,514 | 12.05% | 13.16% | 319 | -25,000 | -33.33% | Q1 2026 | May 14, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 50,000 | 21,514 | 3.57% | 3.53% | 320 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Western Wealth Management, LLC | History | Added to | 49,670 | 21,372 | 0.78% | 0.84% | 321 | +3,651 | 7.93% | Q1 2026 | May 19, 2026 |
| PFG Advisors | History | Reduced | 49,200 | 21,170 | 1.03% | 1.04% | 322 | -4,753 | -8.81% | Q1 2026 | May 05, 2026 |
| Centiva Capital, LP | History | Reduced | 48,800 | 20,998 | 0.15% | 0.48% | 323 | -101,200 | -67.47% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 48,154 | 20,720 | 2.63% | 2.43% | 324 | -1,653 | -3.32% | Q1 2026 | May 11, 2026 |
| ARMOR ADVISORS, L.L.C. | History | New | 48,000 | 20,653 | 6.94% | — | 325 | +48,000 | New | Q1 2026 | May 15, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Added to | 48,023 | 20,572 | 0.44% | 0.35% | 326 | +3,293 | 7.36% | Q1 2026 | Apr 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 47,271 | 20,340 | 0.11% | 0.1% | 327 | +666 | 1.43% | Q1 2026 | May 14, 2026 |
| Sassicaia Capital Advisers LLC | History | Added to | 47,120 | 20,275 | 22.84% | 7.81% | 328 | +38,120 | 423.56% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 47,087 | 20,260 | 0.47% | 0.48% | 329 | -3,117 | -6.21% | Q1 2026 | May 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 47,049 | 20,244 | 9.71% | 9.64% | 330 | -1,363 | -2.82% | Q1 2026 | May 08, 2026 |
| Carr Financial Group Corp | History | Added to | 47,010 | 20,227 | 5.34% | 4.73% | 331 | +2,112 | 4.7% | Q1 2026 | May 12, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 46,734 | 20,109 | 3.78% | 3.79% | 332 | +1,451 | 3.2% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 46,639 | 20,068 | 0.16% | 0.16% | 333 | +418 | 0.9% | Q1 2026 | Apr 07, 2026 |
| Sigma Planning Corp | History | Reduced | 46,617 | 20,058 | 0.56% | 0.64% | 334 | -12,371 | -20.97% | Q1 2026 | May 04, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 46,172 | 19,867 | 2.64% | 2.34% | 335 | -308 | -0.66% | Q1 2026 | Apr 22, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 46,130 | 19,849 | 0.82% | 0.89% | 336 | -15,327 | -24.94% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 46,021 | 19,802 | 0.63% | 0.32% | 337 | -1,141 | -2.42% | Q1 2026 | Apr 29, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 45,512 | 19,583 | 3.6% | 3.49% | 338 | -2,811 | -5.82% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Reduced | 45,145 | 19,425 | 0.42% | 0.37% | 339 | -7,108 | -13.6% | Q1 2026 | May 07, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 44,661 | 19,393 | 1.48% | 2.49% | 340 | -40,583 | -47.61% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 44,999 | 19,362 | 1.68% | 1.74% | 341 | -199 | -0.44% | Q1 2026 | May 14, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 44,954 | 19,343 | 9.95% | 9.7% | 342 | -266 | -0.59% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 44,683 | 19,226 | 0.23% | 0.21% | 343 | -1,213 | -2.64% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | Added to | 44,526 | 19,159 | 1.07% | 0.93% | 344 | +746 | 1.7% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 44,483 | 19,140 | 0.31% | 0.41% | 345 | -9,050 | -16.91% | Q1 2026 | May 18, 2026 |
| ASSETMARK, INC | History | Added to | 44,314 | 19,067 | 0.04% | 0.04% | 346 | +892 | 2.05% | Q1 2026 | May 06, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 44,288 | 19,056 | 1.15% | 0.86% | 347 | +7,447 | 20.21% | Q1 2026 | May 01, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 44,160 | 19,001 | 3.04% | 2.84% | 348 | +114 | 0.26% | Q1 2026 | Apr 27, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 43,919 | 18,897 | 5.76% | 5.79% | 349 | -859 | -1.92% | Q1 2026 | Apr 29, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 43,734 | 18,818 | 2.19% | 1.92% | 350 | +1,624 | 3.86% | Q1 2026 | May 06, 2026 |
| Catawba River Capital | History | Reduced | 42,689 | 18,690 | 8.99% | 12.83% | 351 | -30,062 | -41.32% | Q1 2026 | May 11, 2026 |
| Perennial Advisors, LLC | History | Reduced | 43,388 | 18,669 | 3.18% | 2.89% | 352 | -49 | -0.11% | Q1 2026 | Apr 13, 2026 |
| MOTCO | History | Reduced | 43,227 | 18,600 | 1.72% | 1.59% | 353 | -1,045 | -2.36% | Q1 2026 | Apr 22, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 43,224 | 18,598 | 0.58% | 0.74% | 354 | -16,185 | -27.24% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 46,908 | 18,589 | 0.33% | 0.33% | 355 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | No change | 43,185 | 18,582 | 1.53% | 1.41% | 356 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 43,159 | 18,570 | 0.05% | 0.05% | 357 | -1,775 | -3.95% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 43,115 | 18,551 | 0.15% | 0.17% | 358 | -11,031 | -20.37% | Q1 2026 | May 01, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 43,064 | 18,530 | 4.52% | 4.26% | 359 | -513 | -1.18% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 42,973 | 18,490 | 0.03% | 0.02% | 360 | +4,582 | 11.94% | Q1 2026 | May 06, 2026 |
| XML Financial, LLC | History | Added to | 42,807 | 18,419 | 1.49% | 1.3% | 361 | +2,695 | 6.72% | Q1 2026 | Apr 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 42,770 | 18,403 | 0.68% | 0.68% | 362 | -2,951 | -6.45% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | New | 42,500 | 18,287 | 0.02% | — | 364 | +42,500 | New | Q1 2026 | May 11, 2026 |
| Gruss & Co., LLC | History | Reduced | 42,500 | 18,287 | 42.72% | 42.7% | 363 | -6,500 | -13.27% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 42,196 | 18,156 | 0.17% | 0.22% | 365 | -913 | -2.12% | Q1 2026 | May 06, 2026 |
| Bank of New Hampshire | History | Reduced | 41,675 | 17,932 | 4.1% | 4.3% | 366 | -6,541 | -13.57% | Q1 2026 | Apr 13, 2026 |
| Client First Capital LLC | History | Reduced | 41,463 | 17,841 | 7.74% | 7.5% | 367 | -3,417 | -7.61% | Q1 2026 | Apr 24, 2026 |
| BFSG, LLC | History | Reduced | 41,401 | 17,814 | 1.69% | 1.59% | 368 | -23 | -0.06% | Q1 2026 | Apr 28, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 41,340 | 17,788 | 3.25% | 3.76% | 369 | -8,967 | -17.82% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 41,330 | 17,784 | 1.09% | 0.78% | 370 | +374 | 0.91% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 41,190 | 17,723 | 0.37% | 0.39% | 371 | -4,908 | -10.65% | Q1 2026 | Apr 27, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 41,179 | 17,718 | 6.32% | 6.77% | 372 | -6,313 | -13.29% | Q1 2026 | May 12, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 40,690 | 17,508 | 0.49% | 0.44% | 373 | +329 | 0.82% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 40,559 | 17,452 | 0.97% | 0.92% | 374 | +638 | 1.6% | Q1 2026 | May 13, 2026 |
| Sarasin & Partners LLP | History | Reduced | 40,468 | 17,412 | 0.21% | 0.21% | 375 | -10,215 | -20.15% | Q1 2026 | Apr 13, 2026 |
| ADAPT Investment Managers SA | History | Reduced | 40,240 | 17,314 | 0.23% | 0.41% | 376 | -99,660 | -71.24% | Q1 2026 | May 15, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 40,221 | 17,306 | 4.75% | 4.36% | 377 | -1,465 | -3.51% | Q1 2026 | May 12, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 40,051 | 17,233 | 9.64% | 7.83% | 378 | +2,182 | 5.76% | Q1 2026 | Apr 10, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 40,000 | 17,211 | 13.92% | 13.66% | 379 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | New | 39,862 | 17,152 | 4.25% | — | 380 | +39,862 | New | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 39,858 | 17,150 | 0.28% | 0.26% | 381 | +1,580 | 4.13% | Q1 2026 | Apr 22, 2026 |
| EFG International AG | History | Added to | 39,621 | 17,048 | 0.36% | 0.23% | 382 | +10,137 | 34.38% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 40,140 | 17,003 | 2.25% | 2.2% | 383 | -887 | -2.16% | Q1 2026 | Apr 30, 2026 |
| Brown University | History | No change | 39,500 | 16,996 | 16.69% | 10.98% | 384 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 39,428 | 16,965 | 0.58% | 0.56% | 385 | -1,189 | -2.93% | Q1 2026 | Apr 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 39,321 | 16,919 | 3.71% | 4.21% | 386 | -4,855 | -10.99% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 39,663 | 16,826 | 0.14% | — | 387 | +39,663 | New | Q1 2026 | May 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 39,042 | 16,799 | 1.3% | 1.07% | 388 | +3,631 | 10.25% | Q1 2026 | May 12, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 38,955 | 16,761 | 2.4% | 2.22% | 389 | -2,017 | -4.92% | Q1 2026 | May 01, 2026 |
| Climber Capital SA | History | Reduced | 40,736 | 16,760 | 10.98% | 10.03% | 390 | -995 | -2.38% | Q1 2026 | May 01, 2026 |
| E&G Advisors, LP | History | Reduced | 38,899 | 16,737 | 3.73% | 3.54% | 391 | -1,093 | -2.73% | Q1 2026 | Apr 21, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 38,872 | 16,726 | 0.85% | 1.04% | 392 | -12,620 | -24.51% | Q1 2026 | May 04, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 38,751 | 16,673 | 0.24% | 0.35% | 393 | -23,569 | -37.82% | Q1 2026 | May 13, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 39,308 | 16,657 | 2.75% | 2.71% | 394 | +2,943 | 8.09% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 38,646 | 16,628 | 0.61% | 0.59% | 395 | -2,789 | -6.73% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 38,103 | 16,395 | 0.23% | 0.21% | 396 | -682 | -1.76% | Q1 2026 | May 01, 2026 |
| Greenbush Financial Group, LLC | History | Reduced | 37,945 | 16,327 | 5.41% | 5.76% | 397 | -4,813 | -11.26% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 37,915 | 16,314 | 0.12% | 0.12% | 398 | +552 | 1.48% | Q1 2026 | Apr 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 37,532 | 16,149 | 0.41% | 0.37% | 399 | +1,372 | 3.79% | Q1 2026 | Apr 07, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 37,468 | 16,122 | 4.55% | 4.15% | 400 | -6,261 | -14.32% | Q1 2026 | May 14, 2026 |
| Cadence Wealth Management LLC | History | Added to | 37,424 | 16,103 | 6.72% | 7.11% | 401 | +242 | 0.65% | Q1 2026 | May 12, 2026 |
| Blue Fin Capital, Inc. | History | No change | 40,599 | 16,089 | 2.49% | 2.49% | 402 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 37,358 | 16,074 | 0.34% | 0.29% | 403 | +3,531 | 10.44% | Q1 2026 | May 01, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 37,291 | 16,045 | 0.16% | 0.14% | 404 | -15 | -0.04% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 36,941 | 15,992 | 0.43% | 0.66% | 405 | -2,200 | -5.62% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | Reduced | 37,066 | 15,949 | 0.31% | 0.31% | 406 | -2,205 | -5.61% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 37,044 | 15,939 | 0.01% | 0.01% | 407 | +7,523 | 25.48% | Q1 2026 | May 18, 2026 |
| Ballentine Partners, LLC | History | Reduced | 36,970 | 15,907 | 0.22% | 0.22% | 408 | -2,967 | -7.43% | Q1 2026 | May 14, 2026 |
| ICONIQ Capital, LLC | History | No change | 36,920 | 15,886 | 0.36% | 0.22% | 409 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 36,762 | 15,818 | 0.72% | 0.8% | 410 | -99 | -0.27% | Q1 2026 | Apr 15, 2026 |
| Fortis Capital Management LLC | History | Added to | 36,758 | 15,816 | 1.62% | 1.87% | 411 | +1,035 | 2.9% | Q1 2026 | May 11, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 36,449 | 15,683 | 1.63% | 1.88% | 412 | -7,561 | -17.18% | Q1 2026 | Apr 30, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 36,356 | 15,643 | 9.49% | 9.22% | 413 | +1,710 | 4.94% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 36,184 | 15,569 | 0.61% | 0.35% | 414 | +28,287 | 358.2% | Q1 2026 | May 15, 2026 |
| Targeted Financial Services LLC | History | Reduced | 36,171 | 15,563 | 12.77% | 13.68% | 415 | -3,907 | -9.75% | Q1 2026 | Apr 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 36,125 | 15,544 | 0.02% | 0.06% | 416 | -109,814 | -75.25% | Q1 2026 | May 15, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 36,019 | 15,498 | 1.14% | 1.04% | 417 | -311 | -0.86% | Q1 2026 | May 07, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 35,985 | 15,483 | 2.4% | 3.19% | 418 | -14,655 | -28.94% | Q1 2026 | Apr 23, 2026 |
| swisspartners Advisors Ltd | History | No change | 35,690 | 15,272 | 9.59% | 10.26% | 419 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 35,375 | 15,221 | 1.86% | 1.84% | 420 | -3,430 | -8.84% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 35,316 | 15,196 | 0.87% | 0.89% | 421 | +932 | 2.71% | Q1 2026 | May 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 35,211 | 15,150 | 0.47% | 0.41% | 422 | +1,077 | 3.16% | Q1 2026 | Apr 24, 2026 |
| SYON CAPITAL LLC | History | Added to | 35,050 | 15,081 | 0.76% | 0.52% | 423 | +8,947 | 34.28% | Q1 2026 | May 13, 2026 |
| OMC Financial Services LTD | History | Added to | 34,804 | 14,975 | 5.81% | 5.02% | 424 | +842 | 2.48% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 34,353 | 14,781 | 0.08% | 0.08% | 425 | -5,885 | -14.63% | Q1 2026 | Apr 15, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 34,300 | 14,758 | 3.32% | 2.77% | 426 | +4,548 | 15.29% | Q1 2026 | Apr 22, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 34,155 | 14,696 | 1.11% | 1.41% | 427 | -7,118 | -17.25% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Reduced | 34,065 | 14,657 | 0.68% | 0.66% | 428 | -1,165 | -3.31% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 34,009 | 14,633 | 0.24% | 0.21% | 429 | +1,231 | 3.76% | Q1 2026 | Apr 27, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 33,838 | 14,559 | 7.55% | 8.13% | 430 | -1,150 | -3.29% | Q1 2026 | May 15, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Reduced | 33,800 | 14,543 | 6.07% | 7.88% | 431 | -5,410 | -13.8% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 33,796 | 14,542 | 0.08% | 0.07% | 432 | +3,197 | 10.45% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 33,767 | 14,529 | 0.01% | 0.03% | 433 | -55,502 | -62.17% | Q1 2026 | May 15, 2026 |
| Harvest Fund Management Co., Ltd | History | Added to | 33,582 | 14,448 | 0.61% | 0.42% | 434 | +5,321 | 18.83% | Q1 2026 | May 13, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 33,422 | 14,381 | 4.83% | 9.28% | 436 | -38,171 | -53.32% | Q1 2026 | Apr 14, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 33,423 | 14,381 | 2.15% | 2.68% | 435 | -10,932 | -24.65% | Q1 2026 | Apr 08, 2026 |
| Circle Wealth Management, LLC | History | Added to | 33,304 | 14,330 | 0.2% | 0.2% | 437 | +865 | 2.67% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 33,224 | 14,296 | 0.2% | 0.17% | 438 | +2,652 | 8.67% | Q1 2026 | Apr 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 33,207 | 14,288 | 0.74% | 0.78% | 439 | -4,340 | -11.56% | Q1 2026 | Apr 15, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 33,141 | 14,260 | 11.93% | 12.42% | 440 | -15,432 | -31.77% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 33,018 | 14,207 | 0.0% | 0.0% | 441 | +2,489 | 8.15% | Q1 2026 | May 15, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 32,944 | 14,175 | 8.5% | 7.68% | 442 | -1,220 | -3.57% | Q1 2026 | May 01, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 32,879 | 14,147 | 0.51% | 0.5% | 443 | -8,367 | -20.29% | Q1 2026 | May 13, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 32,836 | 14,128 | 1.81% | 1.36% | 444 | +6,329 | 23.88% | Q1 2026 | May 04, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 32,464 | 13,968 | 0.37% | 0.33% | 445 | -197 | -0.6% | Q1 2026 | May 01, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 32,445 | 13,960 | 3.66% | 3.56% | 446 | -143 | -0.44% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 31,649 | 13,918 | 0.17% | 0.16% | 447 | -784 | -2.42% | Q1 2026 | Apr 28, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Reduced | 32,332 | 13,912 | 4.24% | 3.79% | 448 | -100 | -0.31% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 32,217 | 13,863 | 0.25% | 0.26% | 449 | -1,732 | -5.1% | Q1 2026 | May 11, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | No change | 32,000 | 13,769 | 14.48% | 8.71% | 450 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 31,827 | 13,694 | 10.39% | 9.77% | 451 | +166 | 0.52% | Q1 2026 | May 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 31,385 | 13,504 | 6.87% | 6.42% | 452 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| FLAX POND CAPITAL, LLC | History | Reduced | 31,357 | 13,492 | 10.86% | 9.72% | 453 | -1,650 | -5.0% | Q1 2026 | May 19, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 31,343 | 13,487 | 0.17% | 0.17% | 454 | -3,174 | -9.2% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 31,329 | 13,481 | 0.64% | 0.76% | 455 | -10,708 | -25.47% | Q1 2026 | May 18, 2026 |
| Canton Hathaway, LLC | History | Reduced | 31,309 | 13,472 | 2.72% | 2.41% | 456 | -176 | -0.56% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 31,271 | 13,455 | 1.47% | 2.34% | 457 | -3,681 | -10.53% | Q1 2026 | May 07, 2026 |
| DDFG, Inc | History | Reduced | 30,960 | 13,321 | 2.87% | 2.88% | 458 | -2,193 | -6.61% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Added to | 30,872 | 13,283 | 0.77% | 0.72% | 459 | +117 | 0.38% | Q1 2026 | Apr 29, 2026 |
| Kovack Advisors, Inc. | History | Added to | 30,435 | 13,219 | 0.71% | 0.52% | 460 | +2,364 | 8.42% | Q1 2026 | May 12, 2026 |
| LTS Liquid Investments LLC | History | Reduced | 30,710 | 13,214 | 12.37% | 15.87% | 461 | -11,440 | -27.14% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Reduced | 30,381 | 13,072 | 0.45% | 0.4% | 462 | -53 | -0.17% | Q1 2026 | Apr 22, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 30,142 | 12,969 | 1.18% | 1.06% | 463 | +440 | 1.48% | Q1 2026 | May 04, 2026 |
| TCM Advisors, LLC | History | Added to | 30,122 | 12,961 | 0.95% | 0.9% | 464 | +276 | 0.92% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 30,094 | 12,949 | 0.46% | 0.46% | 465 | -3,430 | -10.23% | Q1 2026 | Apr 14, 2026 |
| E Fund Management Co., Ltd. | History | New | 30,033 | 12,922 | 0.38% | — | 466 | +30,033 | New | Q1 2026 | Apr 13, 2026 |
| Senator Investment Group LP | History | No change | 30,000 | 12,909 | 0.59% | 0.48% | 467 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Galaxy Digital Inc. | History | New | 30,000 | 12,908 | 1.12% | — | 468 | +30,000 | New | Q1 2026 | May 14, 2026 |
| GenTrust, LLC | History | Added to | 29,847 | 12,842 | 0.55% | 0.49% | 469 | +922 | 3.19% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 29,834 | 12,837 | 0.25% | 0.23% | 470 | +2 | 0.01% | Q1 2026 | Apr 14, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 29,541 | 12,711 | 4.11% | 4.86% | 471 | -10,955 | -27.05% | Q1 2026 | Apr 15, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 29,208 | 12,567 | 1.61% | 1.38% | 472 | -901 | -2.99% | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | Added to | 5,402 | 12,554 | 0.2% | 0.21% | 473 | +705 | 15.01% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 29,138 | 12,537 | 0.14% | 0.13% | 474 | +1,198 | 4.29% | Q1 2026 | Apr 20, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 29,130 | 12,534 | 0.65% | 0.56% | 475 | +1,770 | 6.47% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 28,910 | 12,439 | 4.49% | 4.05% | 476 | -169 | -0.58% | Q1 2026 | May 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 28,426 | 12,397 | 2.99% | 2.64% | 477 | +756 | 2.73% | Q1 2026 | May 01, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 28,743 | 12,367 | 3.71% | 0.31% | 478 | +25,915 | 916.37% | Q1 2026 | Apr 15, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 28,702 | 12,349 | 9.47% | 10.3% | 479 | -5,670 | -16.5% | Q1 2026 | Apr 22, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 28,616 | 12,313 | 0.41% | 0.36% | 480 | +893 | 3.22% | Q1 2026 | Apr 22, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 28,577 | 12,296 | 0.95% | 0.88% | 481 | +716 | 2.57% | Q1 2026 | May 07, 2026 |
| IronBridge Private Wealth, LLC | History | Reduced | 28,575 | 12,295 | 3.97% | 4.49% | 482 | -7,186 | -20.09% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 28,477 | 12,253 | 0.96% | 0.84% | 483 | +154 | 0.54% | Q1 2026 | Apr 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 28,476 | 12,252 | 0.98% | — | 484 | +28,476 | New | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 28,395 | 12,218 | 0.51% | 0.05% | 485 | +25,622 | 923.98% | Q1 2026 | May 14, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 28,228 | 12,146 | 1.52% | 1.37% | 486 | +619 | 2.24% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 28,063 | 12,075 | 0.35% | 0.31% | 487 | +1,514 | 5.7% | Q1 2026 | Apr 21, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 28,044 | 12,067 | 3.8% | 3.5% | 488 | -383 | -1.35% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 28,020 | 12,056 | 0.12% | 0.12% | 489 | -1,679 | -5.65% | Q1 2026 | May 08, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 27,640 | 11,893 | 1.93% | 1.79% | 490 | -95 | -0.34% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 27,620 | 11,884 | 0.52% | 0.48% | 491 | +1,961 | 7.64% | Q1 2026 | Apr 28, 2026 |
| Eagle Strategies LLC | History | Reduced | 27,547 | 11,853 | 1.42% | 1.51% | 492 | -2,352 | -7.87% | Q1 2026 | Apr 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 27,471 | 11,820 | 4.77% | 4.34% | 493 | -276 | -0.99% | Q1 2026 | May 07, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 27,431 | 11,803 | 5.83% | 5.46% | 494 | +45 | 0.16% | Q1 2026 | Apr 27, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 27,362 | 11,773 | 5.03% | 5.03% | 495 | -3,487 | -11.3% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 27,352 | 11,769 | 0.27% | 0.32% | 496 | -5,661 | -17.15% | Q1 2026 | May 15, 2026 |
| Independent Family Office, LLC | History | Reduced | 27,167 | 11,689 | 4.81% | 4.93% | 497 | -2,641 | -8.86% | Q1 2026 | May 15, 2026 |
| Bellwether Advisors, LLC | History | New | 27,125 | 11,671 | 1.98% | — | 498 | +27,125 | New | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Reduced | 27,114 | 11,666 | 0.71% | 0.68% | 499 | -193 | -0.71% | Q1 2026 | Apr 23, 2026 |
| Elequin Capital, LP | History | Added to | 27,000 | 11,617 | 0.98% | 0.04% | 500 | +25,500 | 1700.0% | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | Reduced | 26,947 | 11,595 | 2.58% | 2.33% | 501 | -27 | -0.1% | Q1 2026 | Apr 27, 2026 |
| Tamar Securities, LLC | History | Added to | 26,920 | 11,583 | 1.24% | 1.1% | 502 | +725 | 2.77% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 26,807 | 11,534 | 0.04% | 0.03% | 503 | +7,536 | 39.11% | Q1 2026 | May 15, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 26,675 | 11,477 | 3.47% | 1.79% | 504 | +11,571 | 76.61% | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Advisors LLC | History | Reduced | 26,530 | 11,415 | 11.21% | 11.05% | 505 | -187 | -0.7% | Q1 2026 | May 22, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 26,418 | 11,367 | 2.62% | 2.54% | 506 | -1,939 | -6.84% | Q1 2026 | Apr 20, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 26,416 | 11,366 | 0.6% | 0.77% | 507 | -17,565 | -39.94% | Q1 2026 | Apr 28, 2026 |
| Boston Partners | History | No change | 6,451 | 11,347 | 0.01% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 26,833 | 11,319 | 0.83% | 1.04% | 509 | -8,855 | -24.81% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 26,299 | 11,316 | 0.83% | 0.74% | 510 | -152 | -0.57% | Q1 2026 | May 05, 2026 |
| FineMark National Bank & Trust | History | No change | 28,527 | 11,305 | 0.35% | 0.35% | 511 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arch Global Advisors, LLC | History | New | 26,261 | 11,299 | 5.9% | — | 512 | +26,261 | New | Q1 2026 | Apr 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 259,484 | 11,206 | 0.71% | 0.75% | 513 | +218,263 | 529.49% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 26,000 | 11,187 | 0.01% | 0.2% | 514 | -340,233 | -92.9% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 26,917 | 11,172 | 0.13% | 0.13% | 515 | -231 | -0.85% | Q1 2026 | May 08, 2026 |
| First Trust Bank, Ltd. | History | Added to | 25,688 | 11,053 | 21.72% | 19.19% | 516 | +3,918 | 18.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 25,595 | 11,013 | 0.35% | 0.48% | 517 | -10,456 | -29.0% | Q1 2026 | May 15, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 25,545 | 10,991 | 4.19% | 0.91% | 518 | +1,538 | 6.41% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 25,523 | 10,982 | 0.21% | 0.21% | 519 | -3,147 | -10.98% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 25,287 | 10,880 | 0.26% | 0.1% | 520 | +15,760 | 165.42% | Q1 2026 | May 15, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Reduced | 25,027 | 10,875 | 7.33% | 7.41% | 521 | -1,147 | -4.38% | Q1 2026 | Apr 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 114,915 | 10,846 | 1.96% | 2.03% | 522 | -12,112 | -9.53% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 25,205 | 10,845 | 0.05% | 0.06% | 523 | -596 | -2.31% | Q1 2026 | May 04, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 25,172 | 10,831 | 7.21% | 6.81% | 524 | -96 | -0.38% | Q1 2026 | May 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 25,000 | 10,757 | 0.14% | 0.83% | 526 | -115,544 | -82.21% | Q1 2026 | May 15, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Reduced | 25,000 | 10,757 | 2.56% | 1.32% | 525 | -40,100 | -61.6% | Q1 2026 | May 07, 2026 |
| Graham Capital Management, L.P. | History | New | 25,000 | 10,757 | 0.26% | — | 527 | +25,000 | New | Q1 2026 | May 15, 2026 |
| Coastline Trust Co | History | Added to | 24,972 | 10,745 | 1.07% | 0.08% | 528 | +22,923 | 1118.74% | Q1 2026 | Apr 03, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 24,417 | 10,673 | 0.11% | 0.03% | 529 | +16,825 | 221.61% | Q1 2026 | Apr 13, 2026 |
| Skylands Capital, LLC | History | Reduced | 24,740 | 10,645 | 1.4% | 1.35% | 530 | -300 | -1.2% | Q1 2026 | Apr 22, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 24,687 | 10,622 | 0.13% | 0.11% | 531 | -498 | -1.98% | Q1 2026 | May 13, 2026 |
| Allie Family Office LLC | History | Added to | 24,642 | 10,603 | 4.64% | 4.21% | 532 | +1,876 | 8.24% | Q1 2026 | May 13, 2026 |
| Royal Fund Management, LLC | History | Reduced | 24,508 | 10,545 | 1.0% | 1.46% | 533 | -16,123 | -39.68% | Q1 2026 | May 19, 2026 |
| Whitefort Capital Management, LP | History | Reduced | 24,400 | 10,499 | 3.1% | 2.74% | 534 | -2,600 | -9.63% | Q1 2026 | May 15, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 24,344 | 10,475 | 6.48% | 5.35% | 535 | +1,332 | 5.79% | Q1 2026 | May 13, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | No change | 24,344 | 10,474 | 0.37% | 0.34% | 536 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO | History | Reduced | 24,456 | 10,458 | 0.12% | 0.11% | 537 | -189 | -0.77% | Q1 2026 | Apr 28, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 24,257 | 10,437 | 2.64% | 3.19% | 538 | -4,186 | -14.72% | Q1 2026 | Apr 28, 2026 |
| Grove Bank & Trust | History | Reduced | 23,930 | 10,296 | 1.16% | 1.1% | 539 | -695 | -2.82% | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 23,918 | 10,291 | 0.24% | 0.27% | 540 | -3,935 | -14.13% | Q1 2026 | May 04, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 23,911 | 10,288 | 6.3% | 6.03% | 541 | -1,624 | -6.36% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 23,796 | 10,239 | 0.4% | 0.4% | 542 | -2,927 | -10.95% | Q1 2026 | May 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 23,789 | 10,236 | 4.26% | 4.95% | 543 | -4,629 | -16.29% | Q1 2026 | May 06, 2026 |
| CPR Investments Inc. | History | Reduced | 23,692 | 10,194 | 6.8% | 6.88% | 544 | -2,186 | -8.45% | Q1 2026 | Apr 16, 2026 |
| AAF Wealth Management, LLC | History | Added to | 23,622 | 10,164 | 4.17% | 0.12% | 545 | +22,903 | 3185.4% | Q1 2026 | May 08, 2026 |
| Sovran Advisors, LLC | History | Reduced | 23,972 | 10,155 | 0.8% | 0.86% | 546 | -80 | -0.33% | Q1 2026 | May 01, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 23,539 | 10,128 | 0.12% | 0.1% | 547 | +721 | 3.16% | Q1 2026 | May 05, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 23,518 | 10,119 | 0.31% | 0.27% | 548 | +113 | 0.48% | Q1 2026 | May 13, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Added to | 23,500 | 10,111 | 16.9% | 4.28% | 549 | +15,700 | 201.28% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 23,495 | 10,109 | 0.25% | 0.25% | 550 | -2,109 | -8.24% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 23,466 | 10,097 | 0.27% | 0.24% | 551 | +4,971 | 26.88% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 23,378 | 10,059 | 0.12% | 0.07% | 552 | +8,786 | 60.21% | Q1 2026 | May 12, 2026 |
| Oxler Private Wealth LLC | History | No change | 23,379 | 10,059 | 3.15% | 2.68% | 553 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 23,330 | 10,038 | 1.64% | 1.62% | 554 | -1,839 | -7.31% | Q1 2026 | Apr 22, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 23,282 | 10,017 | 2.96% | 3.64% | 555 | -7,205 | -23.63% | Q1 2026 | May 04, 2026 |
| 5th Street Advisors, LLC | History | Added to | 23,272 | 10,013 | 4.31% | 3.72% | 556 | +3,170 | 15.77% | Q1 2026 | May 04, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 25,110 | 9,951 | 0.92% | 0.93% | 557 | -930 | -3.57% | Q1 2026 | May 13, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 23,120 | 9,948 | 0.35% | 0.35% | 558 | -967 | -4.01% | Q1 2026 | May 13, 2026 |
| Oxbow Advisors, LLC | History | Added to | 23,089 | 9,934 | 0.84% | 0.67% | 559 | +3,975 | 20.8% | Q1 2026 | Apr 27, 2026 |
| NATIXIS | History | Reduced | 23,034 | 9,911 | 0.04% | 0.05% | 560 | -13,282 | -36.57% | Q1 2026 | May 14, 2026 |
| waypoint wealth counsel | History | Reduced | 22,888 | 9,848 | 5.09% | 3.96% | 561 | -4,400 | -16.12% | Q1 2026 | Apr 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 24,824 | 9,838 | 0.64% | 0.64% | 562 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Yarbrough Capital, LLC | History | No change | 22,747 | 9,787 | 0.34% | 0.28% | 563 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hunting Hill Global Capital, LLC | History | Added to | 22,739 | 9,784 | 7.58% | 0.16% | 564 | +22,139 | 3689.83% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 22,737 | 9,783 | 0.53% | 0.7% | 565 | +3,622 | 18.95% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 22,679 | 9,758 | 0.08% | — | 566 | +22,679 | New | Q1 2026 | May 01, 2026 |
| Tepp RIA, LLC | History | Added to | 22,669 | 9,754 | 7.64% | 8.36% | 567 | +1,356 | 6.36% | Q1 2026 | Apr 22, 2026 |
| Midwest Trust Co | History | Added to | 22,611 | 9,729 | 0.12% | 0.1% | 569 | +1,431 | 6.76% | Q1 2026 | May 01, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 22,612 | 9,729 | 0.55% | 0.49% | 568 | -358 | -1.56% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 22,544 | 9,700 | 0.06% | 0.05% | 570 | +707 | 3.24% | Q1 2026 | May 15, 2026 |
| Aspect Partners, LLC | History | Reduced | 22,511 | 9,686 | 3.96% | 4.12% | 571 | -1,246 | -5.24% | Q1 2026 | Apr 02, 2026 |
| TCTC Holdings, LLC | History | Added to | 22,367 | 9,624 | 0.27% | 0.26% | 572 | +120 | 0.54% | Q1 2026 | May 07, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 22,292 | 9,592 | 0.28% | 0.25% | 573 | +5 | 0.02% | Q1 2026 | May 11, 2026 |
| Elite Wealth Management, Inc. | History | Reduced | 22,226 | 9,563 | 3.1% | 2.56% | 574 | -1,503 | -6.33% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 22,200 | 9,552 | 0.02% | 0.0% | 575 | +21,158 | 2030.52% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Added to | 22,156 | 9,533 | 1.18% | 1.04% | 576 | +301 | 1.38% | Q1 2026 | May 04, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 22,145 | 9,528 | 1.2% | 0.95% | 577 | -13 | -0.06% | Q1 2026 | Apr 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 22,105 | 9,511 | 0.45% | 0.44% | 578 | -719 | -3.15% | Q1 2026 | Apr 28, 2026 |
| MUHLENKAMP & CO INC | History | Reduced | 22,083 | 9,502 | 2.5% | 2.38% | 579 | -218 | -0.98% | Q1 2026 | May 06, 2026 |
| Dorsey Wright & Associates | History | Added to | 22,035 | 9,481 | 1.17% | 0.83% | 580 | +12,338 | 127.24% | Q1 2026 | May 06, 2026 |
| Tidal Investments LLC | History | Reduced | 21,972 | 9,439 | 0.02% | 0.39% | 581 | -388,603 | -94.65% | Q1 2026 | May 15, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 21,907 | 9,426 | 0.51% | 0.46% | 582 | -835 | -3.67% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Reduced | 21,889 | 9,418 | 0.1% | 0.09% | 583 | -665 | -2.95% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Added to | 22,664 | 9,415 | 1.43% | 0.3% | 584 | +17,794 | 365.38% | Q1 2026 | May 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 21,801 | 9,380 | 0.75% | 0.6% | 585 | +2,068 | 10.48% | Q1 2026 | May 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 21,706 | 9,339 | 1.29% | 1.13% | 586 | +649 | 3.08% | Q1 2026 | May 14, 2026 |
| Mirador Capital Partners LP | History | Added to | 21,611 | 9,298 | 1.32% | 0.17% | 587 | +18,543 | 604.4% | Q1 2026 | Apr 08, 2026 |
| NDWM LLC | History | Added to | 21,594 | 9,291 | 6.02% | 5.34% | 588 | +1,240 | 6.09% | Q1 2026 | Apr 24, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 21,184 | 9,259 | 1.11% | 1.18% | 589 | -1,242 | -5.54% | Q1 2026 | Apr 22, 2026 |
| Addison Capital Co | History | Added to | 21,451 | 9,230 | 1.64% | 1.58% | 590 | +5,494 | 34.43% | Q1 2026 | Apr 29, 2026 |
| HEADINVEST, LLC | History | Added to | 21,404 | 9,209 | 1.89% | 1.56% | 591 | +1,635 | 8.27% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 21,385 | 9,201 | 0.07% | 0.06% | 592 | -1,101 | -4.9% | Q1 2026 | May 11, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 21,356 | 9,189 | 2.12% | 1.96% | 593 | -351 | -1.62% | Q1 2026 | Apr 17, 2026 |
| Callan Family Office, LLC | History | Added to | 21,321 | 9,174 | 0.21% | 0.16% | 594 | +2,415 | 12.77% | Q1 2026 | May 13, 2026 |
| Biltmore Wealth Management, LLC | History | Reduced | 21,198 | 9,121 | 3.24% | 3.89% | 595 | -4,822 | -18.53% | Q1 2026 | Apr 21, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 21,187 | 9,116 | 0.26% | 0.23% | 596 | +559 | 2.71% | Q1 2026 | May 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 21,093 | 9,076 | 2.47% | 2.16% | 597 | +1,659 | 8.54% | Q1 2026 | Apr 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 21,091 | 9,075 | 0.54% | 0.71% | 598 | -9,679 | -31.46% | Q1 2026 | May 13, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 21,055 | 9,059 | 1.36% | 1.26% | 599 | -1,654 | -7.28% | Q1 2026 | Apr 20, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 21,003 | 9,037 | 0.36% | 0.32% | 600 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 20,972 | 9,024 | 0.67% | 0.75% | 601 | -4,960 | -19.13% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 20,960 | 9,018 | 0.56% | 0.54% | 602 | -262 | -1.23% | Q1 2026 | Apr 27, 2026 |
| Retirement Planning Group, LLC | History | Added to | 20,788 | 8,945 | 0.28% | 0.25% | 603 | +1,903 | 10.08% | Q1 2026 | May 04, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 20,790 | 8,945 | 2.79% | 2.49% | 604 | +1,675 | 8.76% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 20,772 | 8,937 | 0.88% | 1.07% | 605 | -811 | -3.76% | Q1 2026 | Apr 06, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 20,759 | 8,921 | 3.59% | 3.31% | 606 | +549 | 2.72% | Q1 2026 | Apr 07, 2026 |
| HCR Wealth Advisors | History | Added to | 20,663 | 8,891 | 0.92% | 0.74% | 607 | +1,847 | 9.82% | Q1 2026 | Apr 21, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 20,638 | 8,880 | 1.81% | 1.78% | 608 | -2,117 | -9.3% | Q1 2026 | Apr 15, 2026 |
| TSP Capital Management Group, LLC | History | Reduced | 20,414 | 8,783 | 2.14% | 3.92% | 609 | -20,055 | -49.56% | Q1 2026 | Apr 24, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 20,394 | 8,775 | 3.48% | 3.29% | 610 | -2,018 | -9.0% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Advisors | History | Reduced | 20,390 | 8,773 | 0.68% | 0.61% | 611 | -82 | -0.4% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 20,274 | 8,723 | 0.41% | 0.32% | 612 | +2,719 | 15.49% | Q1 2026 | Apr 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 20,252 | 8,714 | 0.39% | 0.42% | 613 | -2,756 | -11.98% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 20,189 | 8,687 | 0.13% | 0.11% | 614 | +2,397 | 13.47% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 19,980 | 8,597 | 0.16% | 0.15% | 615 | -169 | -0.84% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 20,090 | 8,591 | 0.18% | 0.12% | 616 | +6,254 | 45.2% | Q1 2026 | Apr 28, 2026 |
| WESBANCO BANK INC | History | Reduced | 19,959 | 8,588 | 0.24% | 0.23% | 617 | -796 | -3.84% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Added to | 19,240 | 8,579 | 0.13% | 0.14% | 618 | +1,076 | 5.92% | Q1 2026 | Apr 20, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 21,489 | 8,516 | 3.97% | 3.97% | 619 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 19,662 | 8,505 | 0.58% | 0.67% | 620 | -4,097 | -17.24% | Q1 2026 | May 12, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 19,763 | 8,503 | 0.68% | 0.61% | 621 | -119 | -0.6% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,650 | 8,455 | 0.42% | 0.35% | 622 | +2,649 | 15.58% | Q1 2026 | Apr 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 19,590 | 8,429 | 0.1% | 0.1% | 623 | -283 | -1.42% | Q1 2026 | May 08, 2026 |
| WealthCare Asset Management, LLC | History | Reduced | 19,581 | 8,425 | 8.97% | 6.88% | 624 | -10,998 | -35.97% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 19,529 | 8,403 | 0.1% | 0.08% | 625 | +395 | 2.06% | Q1 2026 | May 05, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 19,434 | 8,362 | 3.06% | 3.9% | 626 | -5,554 | -22.23% | Q1 2026 | Apr 14, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 19,285 | 8,298 | 2.36% | 2.17% | 627 | -127 | -0.65% | Q1 2026 | May 12, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 19,239 | 8,278 | 4.74% | 4.99% | 628 | +128 | 0.67% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 20,762 | 8,228 | 0.16% | 0.16% | 629 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sequent Planning LLC | History | Reduced | 19,062 | 8,202 | 1.98% | 2.13% | 630 | -2,029 | -9.62% | Q1 2026 | Apr 21, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 18,998 | 8,174 | 2.57% | 2.33% | 631 | -296 | -1.53% | Q1 2026 | Apr 21, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 18,979 | 8,166 | 3.44% | 3.37% | 632 | -1,410 | -6.92% | Q1 2026 | Apr 28, 2026 |
| GKV Capital Management Co., Inc. | History | Added to | 18,888 | 8,127 | 3.05% | 2.78% | 633 | +126 | 0.67% | Q1 2026 | May 21, 2026 |
| VVR Holdings LLC | History | Reduced | 18,819 | 8,097 | 4.18% | 5.0% | 634 | -5,448 | -22.45% | Q1 2026 | Apr 16, 2026 |
| Prostatis Group LLC | History | Reduced | 18,776 | 8,078 | 2.07% | 1.83% | 635 | -596 | -3.08% | Q1 2026 | May 12, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 18,731 | 8,054 | 1.71% | 2.13% | 636 | -5,791 | -23.62% | Q1 2026 | May 01, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 18,712 | 8,051 | 0.02% | 0.01% | 637 | +7,205 | 62.61% | Q1 2026 | May 05, 2026 |
| McBroom & Associates, LLC | History | Reduced | 18,584 | 7,996 | 4.45% | 3.92% | 638 | -1,774 | -8.71% | Q1 2026 | Apr 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 18,518 | 7,968 | 0.85% | 0.75% | 639 | +510 | 2.83% | Q1 2026 | Apr 15, 2026 |
| Smart Money Group LLC | History | Reduced | 18,437 | 7,933 | 2.31% | 2.16% | 640 | -220 | -1.18% | Q1 2026 | May 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 18,434 | 7,931 | 0.06% | 0.06% | 641 | -1,293 | -6.55% | Q1 2026 | May 14, 2026 |
| Kessler Investment Group, LLC | History | Added to | 18,384 | 7,910 | 3.74% | 0.28% | 642 | +16,682 | 980.14% | Q1 2026 | Apr 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 18,356 | 7,898 | 0.3% | 0.44% | 643 | -11,945 | -39.42% | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | Reduced | 18,077 | 7,778 | 0.42% | 0.42% | 644 | -1,340 | -6.9% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 17,873 | 7,690 | 0.37% | 0.32% | 645 | +1,343 | 8.12% | Q1 2026 | May 04, 2026 |
| McGuire Investment Group, LLC | History | Added to | 17,798 | 7,658 | 0.86% | 0.75% | 646 | +51 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 17,756 | 7,640 | 0.44% | 0.43% | 647 | -339 | -1.87% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 17,735 | 7,631 | 0.52% | 0.44% | 648 | +1,297 | 7.89% | Q1 2026 | May 06, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 17,786 | 7,619 | 0.05% | 0.03% | 649 | +3,961 | 28.65% | Q1 2026 | Apr 14, 2026 |
| HAMEL ASSOCIATES, INC. | History | Reduced | 17,707 | 7,619 | 2.17% | 2.13% | 650 | -160 | -0.9% | Q1 2026 | May 07, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 17,664 | 7,600 | 0.34% | 0.31% | 651 | +238 | 1.37% | Q1 2026 | May 05, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 17,488 | 7,524 | 0.61% | 0.54% | 652 | -64 | -0.36% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 17,442 | 7,504 | 0.06% | 0.08% | 653 | -9,517 | -35.3% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 17,403 | 7,488 | 1.15% | 1.31% | 654 | -3,320 | -16.02% | Q1 2026 | May 04, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 17,081 | 7,436 | 2.04% | 1.93% | 655 | +826 | 5.08% | Q1 2026 | Apr 16, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 17,245 | 7,420 | 0.44% | 0.41% | 656 | -430 | -2.43% | Q1 2026 | Apr 20, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 17,736 | 7,418 | 1.66% | 1.46% | 657 | +4,491 | 33.91% | Q1 2026 | May 08, 2026 |
| Synergy Asset Management, LLC | History | Added to | 17,215 | 7,407 | 0.79% | 0.35% | 658 | +8,679 | 101.68% | Q1 2026 | May 13, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 17,207 | 7,404 | 1.31% | 1.45% | 659 | +240 | 1.41% | Q1 2026 | Apr 28, 2026 |
| 1ST SOURCE BANK | History | Added to | 17,180 | 7,392 | 0.38% | 0.32% | 660 | +1,929 | 12.65% | Q1 2026 | May 04, 2026 |
| Texas Yale Capital Corp. | History | No change | 17,086 | 7,351 | 0.21% | 0.21% | 661 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 17,082 | 7,350 | 0.15% | 0.2% | 662 | -5,694 | -25.0% | Q1 2026 | Apr 13, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Reduced | 17,077 | 7,348 | 6.31% | 5.78% | 663 | -321 | -1.85% | Q1 2026 | Apr 28, 2026 |
| Refined Wealth Management | History | Added to | 17,074 | 7,346 | 4.64% | 4.41% | 664 | +527 | 3.18% | Q1 2026 | Apr 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 17,068 | 7,344 | 0.52% | 0.5% | 665 | +188 | 1.11% | Q1 2026 | May 14, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 16,975 | 7,304 | 5.38% | 5.1% | 666 | -138 | -0.81% | Q1 2026 | Apr 22, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 16,965 | 7,299 | 0.76% | 0.57% | 667 | +3,203 | 23.27% | Q1 2026 | Apr 22, 2026 |
| Estate Counselors, LLC | History | Reduced | 16,942 | 7,289 | 0.65% | 0.67% | 668 | -3,173 | -15.77% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 16,644 | 7,287 | 0.12% | 0.13% | 669 | -893 | -5.09% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 16,893 | 7,268 | 0.2% | 0.19% | 670 | -590 | -3.37% | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | Added to | 16,811 | 7,233 | 3.46% | 3.33% | 671 | +1,413 | 9.18% | Q1 2026 | Apr 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 16,806 | 7,231 | 0.53% | 0.61% | 672 | -5,968 | -26.21% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 16,649 | 7,163 | 0.09% | 0.08% | 673 | -709 | -4.08% | Q1 2026 | May 06, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 16,636 | 7,158 | 0.28% | 0.28% | 674 | -146 | -0.87% | Q1 2026 | May 07, 2026 |
| WJ Financial Advisors LLC | History | Added to | 16,620 | 7,151 | 5.77% | 5.57% | 675 | +843 | 5.34% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 16,579 | 7,133 | 0.09% | 0.08% | 676 | +1,264 | 8.25% | Q1 2026 | Apr 21, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Reduced | 16,544 | 7,118 | 4.28% | 3.94% | 677 | -805 | -4.64% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Added to | 16,542 | 7,117 | 0.2% | 0.15% | 678 | +4,368 | 35.88% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Added to | 16,543 | 7,116 | 0.38% | 0.27% | 679 | +795 | 5.05% | Q1 2026 | May 14, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 16,511 | 7,104 | 0.61% | 0.8% | 680 | -7,480 | -31.18% | Q1 2026 | May 05, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 16,512 | 7,104 | 3.2% | 2.76% | 681 | +734 | 4.65% | Q1 2026 | May 11, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 16,508 | 7,103 | 4.25% | 3.7% | 683 | +241 | 1.48% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 16,508 | 7,103 | 0.17% | 0.15% | 682 | +105 | 0.64% | Q1 2026 | Apr 30, 2026 |
| Apollon Financial, LLC | History | Added to | 16,487 | 7,094 | 0.98% | 0.86% | 684 | +1,495 | 9.97% | Q1 2026 | Apr 22, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 16,485 | 7,093 | 0.51% | 0.45% | 685 | -130 | -0.78% | Q1 2026 | Apr 10, 2026 |
| Cumberland Partners Ltd | History | Reduced | 16,405 | 7,058 | 0.54% | 0.45% | 686 | -2,203 | -11.84% | Q1 2026 | May 14, 2026 |
| Grand Central Investment Group | History | Added to | 16,334 | 7,028 | 5.2% | 4.66% | 687 | +131 | 0.81% | Q1 2026 | Apr 23, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 16,304 | 7,015 | 3.03% | 2.89% | 688 | -341 | -2.05% | Q1 2026 | May 07, 2026 |
| Baron Financial Group, LLC | History | Reduced | 16,282 | 7,005 | 3.78% | 3.77% | 689 | -1,447 | -8.16% | Q1 2026 | Apr 09, 2026 |
| Bellecapital International Ltd. | History | Added to | 16,241 | 6,988 | 1.26% | 1.07% | 690 | +961 | 6.29% | Q1 2026 | May 12, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 16,235 | 6,985 | 0.23% | 0.19% | 691 | -200 | -1.22% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Added to | 16,181 | 6,962 | 0.87% | 0.68% | 692 | +2,270 | 16.32% | Q1 2026 | Apr 15, 2026 |
| Skyview Financial Group LLC | History | No change | 17,501 | 6,935 | 7.16% | 7.16% | 693 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 16,050 | 6,906 | 0.79% | 0.72% | 694 | -318 | -1.94% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 16,005 | 6,886 | 0.21% | 0.15% | 695 | +5,821 | 57.16% | Q1 2026 | May 15, 2026 |
| BRIGHT VALLEY CAPITAL Ltd | History | New | 16,000 | 6,884 | 4.49% | — | 696 | +16,000 | New | Q1 2026 | May 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 15,896 | 6,839 | 1.22% | 0.69% | 697 | +6,763 | 74.05% | Q1 2026 | Apr 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 15,883 | 6,834 | 0.03% | 0.03% | 698 | +27 | 0.17% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 15,876 | 6,831 | 0.01% | 0.01% | 699 | +5,470 | 52.57% | Q1 2026 | May 13, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 15,869 | 6,828 | 2.36% | 2.02% | 700 | +1,221 | 8.34% | Q1 2026 | May 13, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 15,855 | 6,822 | 3.64% | 5.31% | 701 | -7,952 | -33.4% | Q1 2026 | Apr 20, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 15,822 | 6,808 | 4.06% | 3.71% | 702 | -100 | -0.63% | Q1 2026 | May 06, 2026 |
| Alpha Advisors, LLC/VA | History | Reduced | 15,804 | 6,800 | 5.37% | 4.88% | 703 | -174 | -1.09% | Q1 2026 | May 14, 2026 |
| Point Nemo Capital, LLC | History | Added to | 15,781 | 6,790 | 4.47% | 4.1% | 704 | +5,333 | 51.04% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 15,777 | 6,788 | 0.47% | 0.45% | 705 | -653 | -3.97% | Q1 2026 | May 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 15,709 | 6,759 | 0.29% | 0.25% | 706 | +237 | 1.53% | Q1 2026 | May 06, 2026 |
| Clare Market Investments LLC | History | New | 15,680 | 6,746 | 1.41% | — | 707 | +15,680 | New | Q1 2026 | Apr 29, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 15,665 | 6,740 | 1.13% | 1.07% | 709 | -319 | -2.0% | Q1 2026 | Apr 21, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 15,665 | 6,740 | 3.06% | 2.87% | 708 | +30 | 0.19% | Q1 2026 | Apr 14, 2026 |
| O'Domhnaill Enterprises, Inc. | History | Reduced | 15,615 | 6,719 | 5.41% | 5.92% | 710 | -343 | -2.15% | Q1 2026 | Apr 28, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 15,605 | 6,714 | 0.65% | 0.58% | 711 | -114 | -0.73% | Q1 2026 | May 06, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 15,488 | 6,664 | 4.98% | 4.68% | 712 | -739 | -4.55% | Q1 2026 | Apr 08, 2026 |
| Betterment LLC | History | Added to | 15,393 | 6,623 | 0.01% | 0.01% | 713 | +2,738 | 21.64% | Q1 2026 | May 14, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 15,363 | 6,610 | 1.46% | 1.27% | 714 | +11 | 0.07% | Q1 2026 | Apr 15, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 15,346 | 6,603 | 0.5% | 0.61% | 715 | -4,996 | -24.56% | Q1 2026 | May 08, 2026 |
| MACKAY SHIELDS LLC | History | No change | 15,336 | 6,598 | 0.24% | 0.21% | 716 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 15,277 | 6,573 | 0.04% | 0.04% | 717 | -462 | -2.94% | Q1 2026 | May 05, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 15,197 | 6,539 | 2.39% | 2.04% | 718 | +476 | 3.23% | Q1 2026 | May 15, 2026 |
| Centerstone Investors, LLC | History | No change | 16,495 | 6,537 | 20.55% | 20.55% | 719 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IPG Investment Advisors LLC | History | Added to | 15,076 | 6,487 | 1.11% | 0.95% | 720 | +1,432 | 10.5% | Q1 2026 | May 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 15,045 | 6,473 | 0.7% | 0.64% | 721 | -108 | -0.71% | Q1 2026 | Apr 22, 2026 |
| Norris Financial Group, LLC | History | Reduced | 15,029 | 6,466 | 2.11% | 2.06% | 722 | -290 | -1.89% | Q1 2026 | May 20, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 15,010 | 6,458 | 2.27% | 1.74% | 723 | +3,900 | 35.1% | Q1 2026 | May 05, 2026 |
| Tiptree Advisors, LLC | History | Reduced | 15,000 | 6,454 | 3.75% | 8.0% | 724 | -20,000 | -57.14% | Q1 2026 | May 15, 2026 |
| Kryger Capital LLC | History | New | 15,000 | 6,454 | 0.46% | — | 725 | +15,000 | New | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Reduced | 14,983 | 6,447 | 1.21% | 1.19% | 726 | -457 | -2.96% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 14,949 | 6,432 | 3.45% | 4.52% | 727 | -5,662 | -27.47% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Reduced | 14,931 | 6,424 | 1.08% | 1.13% | 728 | -2,360 | -13.65% | Q1 2026 | Apr 16, 2026 |
| AKUNA SECURITIES LLC | History | New | 14,900 | 6,411 | 0.01% | — | 729 | +14,900 | New | Q1 2026 | May 06, 2026 |
| GLR Partners, LLC | History | New | 14,897 | 6,410 | 3.5% | — | 730 | +14,897 | New | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 14,866 | 6,396 | 0.1% | 0.21% | 731 | -19,232 | -56.4% | Q1 2026 | May 08, 2026 |
| truNorth Financial Services, Inc. | History | Reduced | 14,841 | 6,385 | 6.6% | 6.71% | 732 | -778 | -4.98% | Q1 2026 | May 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 16,025 | 6,350 | 0.29% | 0.29% | 733 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 14,723 | 6,335 | 0.11% | 0.1% | 734 | -309 | -2.06% | Q1 2026 | May 11, 2026 |
| Monolith Management Ltd | History | New | 14,720 | 6,333 | 1.91% | — | 735 | +14,720 | New | Q1 2026 | May 14, 2026 |
| Bell & Brown Wealth Advisors, LLC | History | Reduced | 14,696 | 6,323 | 2.05% | 1.89% | 736 | -119 | -0.8% | Q1 2026 | May 11, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | Added to | 14,675 | 6,315 | 3.02% | 0.85% | 737 | +8,350 | 132.02% | Q1 2026 | May 01, 2026 |
| Fire Capital Management LLC | History | Added to | 14,652 | 6,304 | 2.95% | 2.58% | 738 | +1,574 | 12.04% | Q1 2026 | May 08, 2026 |
| Montis Financial, LLC | History | Reduced | 14,617 | 6,289 | 1.3% | 1.24% | 739 | -1,244 | -7.84% | Q1 2026 | May 11, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 14,599 | 6,281 | 0.91% | 0.93% | 740 | -1,026 | -6.57% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 14,568 | 6,268 | 0.09% | 0.08% | 741 | +1,520 | 11.65% | Q1 2026 | Apr 17, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 14,566 | 6,267 | 2.9% | 3.15% | 742 | -2,651 | -15.4% | Q1 2026 | May 05, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Reduced | 14,222 | 6,264 | 1.98% | 2.16% | 743 | -1,168 | -7.59% | Q1 2026 | Apr 17, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 14,550 | 6,260 | 1.9% | 1.77% | 744 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 14,523 | 6,249 | 0.48% | 1.16% | 745 | -21,217 | -59.36% | Q1 2026 | Apr 22, 2026 |
| Pointe Capital Management LLC | History | Reduced | 14,453 | 6,218 | 3.08% | 2.93% | 746 | -471 | -3.16% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Added to | 14,338 | 6,169 | 1.73% | 1.33% | 747 | +545 | 3.95% | Q1 2026 | Apr 22, 2026 |
| Oppenheimer & Close, LLC | History | Reduced | 14,317 | 6,160 | 3.88% | 3.94% | 748 | -280 | -1.92% | Q1 2026 | May 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 14,300 | 6,153 | 0.02% | 0.02% | 749 | +200 | 1.42% | Q1 2026 | May 13, 2026 |
| Wise Wealth Partners | History | Added to | 14,296 | 6,151 | 8.33% | 8.11% | 750 | +46 | 0.32% | Q1 2026 | Apr 21, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 14,285 | 6,146 | 0.45% | 0.43% | 751 | -150 | -1.04% | Q1 2026 | May 05, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 14,238 | 6,126 | 1.72% | 1.55% | 752 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | Added to | 14,199 | 6,109 | 0.21% | 0.19% | 753 | +223 | 1.6% | Q1 2026 | May 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 14,056 | 6,048 | 0.5% | 0.4% | 754 | +1,291 | 10.11% | Q1 2026 | May 05, 2026 |
| Aries Wealth Management | History | Reduced | 14,057 | 6,048 | 1.33% | 1.27% | 755 | -441 | -3.04% | Q1 2026 | May 14, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 14,054 | 6,047 | 0.58% | 0.68% | 756 | -2,986 | -17.52% | Q1 2026 | May 15, 2026 |
| First Pacific Advisors, LP | History | New | 13,995 | 6,021 | 0.08% | — | 757 | +13,995 | New | Q1 2026 | May 13, 2026 |
| ALTFEST L J & CO INC | History | Added to | 13,990 | 6,019 | 0.64% | 0.41% | 758 | +4,445 | 46.57% | Q1 2026 | Apr 28, 2026 |
| Aberdeen Group plc | History | Reduced | 13,886 | 5,975 | 0.01% | 0.01% | 759 | -1,093 | -7.3% | Q1 2026 | Apr 29, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 13,877 | 5,971 | 1.55% | 2.01% | 760 | -4,266 | -23.51% | Q1 2026 | May 06, 2026 |
| ZEGA Investments, LLC | History | Added to | 13,823 | 5,947 | 0.67% | 0.12% | 761 | +11,212 | 429.41% | Q1 2026 | May 08, 2026 |
| Capital Advisor Network LLC | History | New | 13,805 | 5,940 | 6.98% | — | 762 | +13,805 | New | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 13,786 | 5,931 | 2.98% | 2.71% | 763 | +191 | 1.4% | Q1 2026 | Apr 02, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 14,961 | 5,929 | 1.72% | 1.72% | 764 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 13,692 | 5,891 | 2.12% | 1.92% | 765 | +830 | 6.45% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | Added to | 13,648 | 5,872 | 1.21% | 1.1% | 766 | +458 | 3.47% | Q1 2026 | May 01, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 13,602 | 5,852 | 1.59% | 1.45% | 767 | -1,220 | -8.23% | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 13,563 | 5,836 | 0.35% | 0.33% | 768 | +88 | 0.65% | Q1 2026 | May 12, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 13,978 | 5,801 | 0.34% | 0.26% | 769 | +1,564 | 12.6% | Q1 2026 | May 14, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 13,481 | 5,800 | 1.48% | 1.43% | 770 | -442 | -3.17% | Q1 2026 | May 13, 2026 |
| Ciovacco Capital Management LLC | History | Added to | 13,456 | 5,789 | 3.38% | 2.1% | 771 | +2,866 | 27.06% | Q1 2026 | May 11, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Reduced | 77,000 | 5,788 | 3.71% | 1.25% | 772 | -35,200 | -31.37% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Reduced | 13,412 | 5,771 | 0.83% | 0.84% | 773 | -700 | -4.96% | Q1 2026 | Apr 22, 2026 |
| Quent Capital, LLC | History | Reduced | 13,370 | 5,753 | 0.41% | 0.48% | 774 | -3,550 | -20.98% | Q1 2026 | Apr 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 13,356 | 5,746 | 0.57% | 0.55% | 775 | -488 | -3.52% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 13,325 | 5,733 | 0.04% | 0.04% | 776 | +1,180 | 9.72% | Q1 2026 | May 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 13,299 | 5,722 | 0.1% | 0.06% | 777 | +4,466 | 50.56% | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 13,210 | 5,684 | 0.21% | 0.19% | 778 | +43 | 0.33% | Q1 2026 | Apr 20, 2026 |
| Certified Advisory Corp | History | Added to | 13,194 | 5,677 | 0.51% | 0.47% | 779 | +115 | 0.88% | Q1 2026 | Apr 17, 2026 |
| NWF Advisory Services Inc. | History | Added to | 13,106 | 5,639 | 0.64% | 0.54% | 780 | +739 | 5.98% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 13,083 | 5,629 | 1.54% | 1.73% | 781 | -1,983 | -13.16% | Q1 2026 | May 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 13,060 | 5,619 | 2.52% | 2.44% | 782 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plan Group Financial, LLC | History | Reduced | 13,058 | 5,618 | 1.32% | 1.76% | 783 | -4,066 | -23.74% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 13,055 | 5,617 | 0.68% | 0.65% | 784 | -598 | -4.38% | Q1 2026 | Apr 23, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 13,121 | 5,611 | 3.28% | 3.11% | 785 | -41 | -0.31% | Q1 2026 | Apr 08, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 13,035 | 5,608 | 1.91% | 0.12% | 786 | +12,245 | 1550.0% | Q1 2026 | Apr 20, 2026 |
| Bison Wealth, LLC | History | Added to | 13,015 | 5,603 | 0.54% | 0.6% | 787 | +53 | 0.41% | Q1 2026 | May 15, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 13,018 | 5,601 | 2.46% | 2.53% | 788 | -2,147 | -14.16% | Q1 2026 | May 05, 2026 |
| Galaxy Group Investments LLC | History | No change | 14,100 | 5,587 | 0.66% | 0.66% | 789 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 14,049 | 5,568 | 1.62% | 1.62% | 790 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 12,884 | 5,543 | 0.24% | 0.23% | 791 | -640 | -4.73% | Q1 2026 | May 08, 2026 |
| MGB Wealth Management, LLC | History | No change | 13,973 | 5,541 | 1.58% | 1.58% | 792 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 12,822 | 5,516 | 0.11% | 0.1% | 793 | +400 | 3.22% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 12,800 | 5,507 | 0.52% | — | 794 | +12,800 | New | Q1 2026 | May 12, 2026 |
| Zeit Capital LLC | History | Reduced | 12,758 | 5,489 | 3.67% | 4.22% | 795 | -3,011 | -19.09% | Q1 2026 | May 05, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | Reduced | 12,697 | 5,463 | 1.77% | 2.34% | 796 | -6,349 | -33.34% | Q1 2026 | May 14, 2026 |
| D.B. Root & Company, LLC | History | Added to | 12,660 | 5,447 | 1.3% | 1.22% | 797 | +3 | 0.02% | Q1 2026 | May 12, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 22,407 | 5,446 | 0.5% | 0.5% | 798 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concentrum Wealth Management | History | Reduced | 12,653 | 5,444 | 1.61% | 1.74% | 799 | -3,043 | -19.39% | Q1 2026 | May 04, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 12,649 | 5,442 | 0.4% | 0.32% | 800 | +1,771 | 16.28% | Q1 2026 | Apr 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 12,617 | 5,429 | 0.37% | 0.38% | 801 | +673 | 5.63% | Q1 2026 | Apr 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 12,616 | 5,428 | 0.12% | 0.11% | 802 | +36 | 0.29% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 12,594 | 5,419 | 0.49% | 0.65% | 804 | -1,633 | -11.48% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 12,596 | 5,419 | 0.59% | 0.54% | 803 | -394 | -3.03% | Q1 2026 | Apr 28, 2026 |
| Gould Capital, LLC | History | Reduced | 12,590 | 5,417 | 3.28% | 3.59% | 805 | -2,105 | -14.32% | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 12,564 | 5,406 | 0.76% | 0.84% | 806 | -844 | -6.29% | Q1 2026 | Apr 30, 2026 |
| Nvest Financial, LLC | History | Reduced | 12,548 | 5,399 | 2.01% | 2.09% | 807 | -155 | -1.22% | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 12,506 | 5,381 | 0.08% | 0.23% | 808 | -20,482 | -62.09% | Q1 2026 | May 12, 2026 |
| Bosman Wealth Management, LLC | History | Added to | 12,502 | 5,379 | 4.73% | 3.92% | 809 | +451 | 3.74% | Q1 2026 | May 01, 2026 |
| Praxis Capital Management LLC | History | New | 12,500 | 5,378 | 12.56% | — | 810 | +12,500 | New | Q1 2026 | May 01, 2026 |
| Advance Capital Management, Inc. | History | Added to | 12,464 | 5,363 | 0.2% | 0.1% | 811 | +6,520 | 109.69% | Q1 2026 | Apr 29, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 12,354 | 5,315 | 0.66% | 0.55% | 812 | +1,107 | 9.84% | Q1 2026 | Apr 08, 2026 |
| Texas Bank & Trust Co | History | Added to | 12,345 | 5,311 | 1.99% | 1.78% | 813 | +15 | 0.12% | Q1 2026 | Apr 30, 2026 |
| Copia Wealth Management | History | Reduced | 12,338 | 5,308 | 3.65% | 3.75% | 814 | -902 | -6.81% | Q1 2026 | May 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 12,322 | 5,302 | 0.09% | 0.07% | 815 | +943 | 8.29% | Q1 2026 | Apr 21, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 12,310 | 5,296 | 0.2% | 0.18% | 816 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Latitude Advisors, LLC | History | Reduced | 12,285 | 5,286 | 2.42% | 2.35% | 817 | -1,199 | -8.89% | Q1 2026 | Apr 27, 2026 |
| Emmett Investment Management, LP | History | No change | 12,055 | 5,277 | 4.04% | 3.7% | 818 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Expressive Wealth LLC | History | Added to | 12,238 | 5,274 | 5.03% | 4.78% | 819 | +1,071 | 9.59% | Q1 2026 | May 11, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 12,202 | 5,250 | 1.48% | 1.19% | 820 | +1,344 | 12.38% | Q1 2026 | Apr 08, 2026 |
| Amundi | History | Added to | 12,182 | 5,241 | 0.0% | 0.0% | 821 | +182 | 1.52% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 12,142 | 5,224 | 0.27% | 0.27% | 822 | -416 | -3.31% | Q1 2026 | Apr 13, 2026 |
| FreeGulliver LLC | History | Added to | 12,077 | 5,196 | 2.19% | 1.18% | 823 | +4,006 | 49.63% | Q1 2026 | May 15, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 12,066 | 5,191 | 0.77% | 0.66% | 824 | +349 | 2.98% | Q1 2026 | May 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 12,022 | 5,172 | 0.24% | 0.19% | 825 | +1,079 | 9.86% | Q1 2026 | May 06, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 12,010 | 5,167 | 0.03% | 0.0% | 826 | +10,000 | 497.51% | Q1 2026 | May 15, 2026 |
| DCF Advisers, LLC | History | Reduced | 12,000 | 5,163 | 1.38% | 1.38% | 828 | -1,000 | -7.69% | Q1 2026 | May 11, 2026 |
| Telligent Fund, LP | History | No change | 12,000 | 5,163 | 5.51% | 5.29% | 827 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 11,982 | 5,155 | 0.11% | 0.1% | 830 | -644 | -5.1% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | Added to | 11,982 | 5,155 | 0.24% | 0.21% | 829 | +333 | 2.86% | Q1 2026 | Apr 20, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 11,973 | 5,151 | 0.67% | 0.67% | 831 | +553 | 4.84% | Q1 2026 | Apr 28, 2026 |
| Vigilare Wealth Management | History | Reduced | 11,946 | 5,140 | 1.74% | 6.59% | 832 | -37,460 | -75.82% | Q1 2026 | Apr 01, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | Reduced | 11,927 | 5,132 | 4.57% | 10.14% | 834 | -21,651 | -64.48% | Q1 2026 | Apr 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 11,927 | 5,132 | 0.11% | 0.13% | 833 | -3,950 | -24.88% | Q1 2026 | May 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 11,924 | 5,130 | 0.56% | 0.52% | 835 | -260 | -2.13% | Q1 2026 | Apr 23, 2026 |
| Sound Income Strategies, LLC | History | Added to | 11,698 | 5,121 | 0.25% | 0.22% | 836 | +626 | 5.65% | Q1 2026 | Apr 27, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 11,856 | 5,101 | 0.94% | 0.4% | 837 | +6,461 | 119.76% | Q1 2026 | Apr 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 12,854 | 5,094 | 0.38% | 0.38% | 838 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| McAlvany Wealth Management LLC | History | Reduced | 12,187 | 5,052 | 3.4% | 4.04% | 839 | -1,149 | -8.62% | Q1 2026 | May 06, 2026 |
| Eddie Patel Inc | History | Reduced | 11,692 | 5,031 | 3.87% | 9.17% | 840 | -19,349 | -62.33% | Q1 2026 | May 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 11,669 | 5,021 | 0.5% | 0.47% | 841 | -22 | -0.19% | Q1 2026 | Apr 30, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Added to | 11,651 | 5,013 | 1.45% | 1.07% | 842 | +839 | 7.76% | Q1 2026 | Apr 23, 2026 |
| Platform Technology Partners | History | Added to | 11,627 | 5,003 | 0.96% | 0.87% | 843 | +1,352 | 13.16% | Q1 2026 | Apr 27, 2026 |
| Orin Green Financial, LLC | History | Added to | 11,628 | 5,003 | 2.05% | 1.84% | 844 | +7 | 0.06% | Q1 2026 | Apr 29, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 11,600 | 4,991 | 0.51% | 1.69% | 845 | -40,900 | -77.9% | Q1 2026 | May 14, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 11,532 | 4,961 | 1.85% | 1.69% | 846 | -790 | -6.41% | Q1 2026 | May 11, 2026 |
| Luxor Capital Group, LP | History | New | 11,500 | 4,948 | 0.35% | — | 847 | +11,500 | New | Q1 2026 | May 15, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 11,493 | 4,945 | 2.36% | 2.35% | 848 | -156 | -1.34% | Q1 2026 | May 01, 2026 |
| Inscription Capital, LLC | History | Reduced | 11,472 | 4,936 | 0.52% | 0.54% | 849 | -1,723 | -13.06% | Q1 2026 | Apr 20, 2026 |
| Avalon Trust Co | History | Added to | 11,419 | 4,913 | 0.34% | 0.29% | 850 | +185 | 1.65% | Q1 2026 | May 06, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 11,396 | 4,903 | 1.38% | 1.57% | 851 | -3,043 | -21.07% | Q1 2026 | Apr 20, 2026 |
| Rye Brook Capital LLC | History | Reduced | 11,350 | 4,884 | 4.5% | 4.63% | 852 | -1,150 | -9.2% | Q1 2026 | Apr 28, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 11,315 | 4,868 | 0.1% | 0.08% | 853 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 11,253 | 4,842 | 1.72% | 1.55% | 854 | +219 | 1.98% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Added to | 11,223 | 4,829 | 1.38% | 0.84% | 855 | +3,830 | 51.81% | Q1 2026 | May 13, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 11,197 | 4,817 | 0.98% | 0.89% | 856 | +193 | 1.75% | Q1 2026 | Apr 13, 2026 |
| Ariston Services Group | History | Closed out | 0 | 4,811 | 2.88% | 3.26% | 857 | -14,021 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Matrix Trust Co | History | Added to | 11,156 | 4,800 | 0.8% | 0.72% | 858 | +138 | 1.25% | Q1 2026 | Apr 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 11,142 | 4,794 | 0.56% | 0.24% | 859 | +6,687 | 150.1% | Q1 2026 | May 15, 2026 |
| Chatterton & Associates Inc. | History | Added to | 10,930 | 4,786 | 3.35% | 3.58% | 860 | +369 | 3.49% | Q1 2026 | Apr 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 11,097 | 4,775 | 0.15% | 0.15% | 861 | +730 | 7.04% | Q1 2026 | May 07, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 11,090 | 4,771 | 1.99% | 1.17% | 862 | +3,923 | 54.74% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 10,887 | 4,764 | 0.33% | 0.29% | 863 | +155 | 1.44% | Q1 2026 | May 01, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | Added to | 11,068 | 4,762 | 3.17% | 2.89% | 864 | +147 | 1.35% | Q1 2026 | May 12, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 11,038 | 4,749 | 1.93% | 1.6% | 866 | +737 | 7.15% | Q1 2026 | Apr 24, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 11,039 | 4,749 | 3.3% | 3.07% | 865 | -313 | -2.76% | Q1 2026 | May 08, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 10,989 | 4,728 | 1.15% | 1.23% | 867 | -1,566 | -12.47% | Q1 2026 | Apr 10, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 11,079 | 4,726 | 0.08% | 0.14% | 868 | -10,849 | -49.48% | Q1 2026 | May 04, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 10,963 | 4,717 | 1.66% | 1.8% | 869 | -1,778 | -13.95% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,960 | 4,715 | 0.21% | 0.23% | 870 | -1,700 | -13.43% | Q1 2026 | May 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 10,953 | 4,713 | 0.39% | 0.29% | 871 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 10,920 | 4,698 | 2.06% | 2.36% | 872 | -2,765 | -20.2% | Q1 2026 | May 13, 2026 |
| Veltria Advisors Corp. | History | Added to | 11,221 | 4,693 | 15.57% | 4.25% | 873 | +8,914 | 386.39% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Added to | 10,833 | 4,661 | 0.23% | 0.2% | 874 | +705 | 6.96% | Q1 2026 | May 04, 2026 |
| Guardian Capital, LLC | History | Added to | 10,826 | 4,658 | 4.46% | 1.81% | 875 | +5,730 | 112.44% | Q1 2026 | May 11, 2026 |
| Centennial Bank/AR/ | History | Reduced | 10,770 | 4,634 | 1.66% | 1.97% | 876 | -1,747 | -13.96% | Q1 2026 | May 06, 2026 |
| SMART Wealth LLC | History | Added to | 10,764 | 4,631 | 1.36% | 1.29% | 877 | +57 | 0.53% | Q1 2026 | Apr 23, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 10,745 | 4,623 | 1.02% | 2.17% | 878 | -13,886 | -56.38% | Q1 2026 | Apr 23, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 10,740 | 4,621 | 2.42% | 2.19% | 879 | -9,509 | -46.96% | Q1 2026 | Apr 15, 2026 |
| Rossmore Private Capital | History | Added to | 10,734 | 4,618 | 0.41% | 0.23% | 880 | +4,077 | 61.24% | Q1 2026 | May 01, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 10,709 | 4,607 | 0.9% | 0.91% | 881 | -542 | -4.82% | Q1 2026 | Apr 20, 2026 |
| Leo Wealth, LLC | History | Added to | 10,683 | 4,596 | 0.33% | 0.3% | 882 | +364 | 3.53% | Q1 2026 | May 05, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Reduced | 10,663 | 4,588 | 1.03% | 0.94% | 883 | -325 | -2.96% | Q1 2026 | May 13, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 10,661 | 4,587 | 1.36% | 1.4% | 884 | -1,057 | -9.02% | Q1 2026 | May 06, 2026 |
| Indivisible Partners | History | Added to | 10,623 | 4,571 | 0.4% | 0.31% | 885 | +3,322 | 45.5% | Q1 2026 | Apr 30, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 10,605 | 4,563 | 1.02% | 0.83% | 886 | +1,233 | 13.16% | Q1 2026 | Apr 23, 2026 |
| Consolidated Investment Group LLC | History | No change | 15,000 | 4,561 | 0.49% | 0.71% | 887 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DV Trading LLC | History | Added to | 10,591 | 4,557 | 0.11% | 0.09% | 888 | +2,433 | 29.82% | Q1 2026 | May 15, 2026 |
| Cannell & Spears LLC | History | Reduced | 10,576 | 4,550 | 0.09% | 0.08% | 889 | -226 | -2.09% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Added to | 10,513 | 4,523 | 1.18% | 1.12% | 890 | +211 | 2.05% | Q1 2026 | Apr 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 10,503 | 4,519 | 0.0% | 0.0% | 891 | +4,350 | 70.7% | Q1 2026 | May 13, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 10,496 | 4,515 | 0.04% | 0.13% | 892 | -19,784 | -65.34% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 10,484 | 4,511 | 1.71% | 1.53% | 893 | -110 | -1.04% | Q1 2026 | May 11, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 10,447 | 4,495 | 0.99% | 1.46% | 894 | -5,168 | -33.1% | Q1 2026 | Apr 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 10,438 | 4,491 | 0.15% | 0.12% | 895 | +1,299 | 14.21% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 10,434 | 4,489 | 0.01% | 0.01% | 896 | -405 | -3.74% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 10,414 | 4,481 | 0.43% | 0.47% | 898 | -1,438 | -12.13% | Q1 2026 | Apr 22, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 10,414 | 4,481 | 0.5% | 0.45% | 897 | +3 | 0.03% | Q1 2026 | Apr 16, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 10,402 | 4,475 | 1.57% | 1.42% | 899 | -272 | -2.55% | Q1 2026 | May 15, 2026 |
| Advisor Resource Council | History | Reduced | 10,387 | 4,469 | 1.45% | 1.58% | 900 | -569 | -5.19% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,379 | 4,465 | 0.02% | 0.02% | 901 | +3,437 | 49.51% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 10,369 | 4,461 | 0.07% | 0.06% | 902 | -316 | -2.96% | Q1 2026 | May 05, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 10,360 | 4,457 | 3.87% | 6.84% | 903 | -9,652 | -48.23% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 10,351 | 4,451 | 0.04% | 0.02% | 904 | +6,468 | 166.57% | Q1 2026 | May 13, 2026 |
| MBL Wealth, LLC | History | Reduced | 10,341 | 4,449 | 0.34% | 0.34% | 905 | -305 | -2.86% | Q1 2026 | Apr 28, 2026 |
| SFMG, LLC | History | Reduced | 10,333 | 4,446 | 0.3% | 0.3% | 906 | -969 | -8.57% | Q1 2026 | May 12, 2026 |
| Narwhal Capital Management | History | No change | 10,263 | 4,416 | 0.33% | 0.3% | 907 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 11,132 | 4,411 | 0.18% | 0.18% | 908 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 10,249 | 4,410 | 0.35% | 0.33% | 909 | -6 | -0.06% | Q1 2026 | May 01, 2026 |
| Cruiser Capital Advisors, LLC | History | New | 10,228 | 4,401 | 1.71% | — | 910 | +10,228 | New | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 10,205 | 4,391 | 0.09% | 0.08% | 911 | +20 | 0.2% | Q1 2026 | May 13, 2026 |
| SG Trading Solutions, LLC | History | No change | 11,045 | 4,377 | 1.02% | 1.02% | 912 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 10,167 | 4,374 | 0.25% | 0.32% | 913 | -3,449 | -25.33% | Q1 2026 | Apr 09, 2026 |
| Independent Wealth Network Inc. | History | Added to | 10,163 | 4,372 | 1.3% | 1.21% | 914 | +193 | 1.94% | Q1 2026 | Apr 20, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 10,148 | 4,366 | 0.69% | 0.32% | 915 | +5,765 | 131.53% | Q1 2026 | Apr 17, 2026 |
| Avestar Capital, LLC | History | Added to | 10,146 | 4,365 | 0.28% | 0.06% | 916 | +7,933 | 358.47% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 10,063 | 4,365 | 0.43% | 0.51% | 917 | +325 | 3.34% | Q1 2026 | May 12, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 10,138 | 4,362 | 0.91% | 0.78% | 918 | +762 | 8.13% | Q1 2026 | Apr 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 10,137 | 4,361 | 0.63% | — | 919 | +10,137 | New | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 10,478 | 4,343 | 0.39% | 0.34% | 920 | +676 | 6.9% | Q1 2026 | Apr 30, 2026 |
| Tandem Financial, LLC | History | Reduced | 10,090 | 4,341 | 1.38% | 2.98% | 921 | -177 | -1.72% | Q1 2026 | May 08, 2026 |
| Financial Plan, Inc. | History | Reduced | 10,065 | 4,330 | 0.46% | 0.46% | 922 | -133 | -1.3% | Q1 2026 | Apr 24, 2026 |
| Gouws Capital LLC | History | No change | 10,030 | 4,315 | 2.28% | 2.1% | 923 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 10,015 | 4,309 | 0.82% | 0.59% | 924 | +136 | 1.38% | Q1 2026 | May 11, 2026 |
| South Shore Capital Advisors | History | Added to | 9,993 | 4,299 | 3.14% | 2.82% | 925 | +243 | 2.49% | Q1 2026 | Apr 28, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 9,969 | 4,289 | 0.0% | 0.0% | 926 | -1,170 | -10.5% | Q1 2026 | May 06, 2026 |
| Titiun Yejiel | History | Reduced | 9,963 | 4,286 | 4.32% | 1.44% | 927 | -65,267 | -86.76% | Q1 2026 | May 04, 2026 |
| CERTUITY, LLC | History | Added to | 9,975 | 4,280 | 0.28% | 0.25% | 928 | +69 | 0.7% | Q1 2026 | May 11, 2026 |
| Fermata Advisors, LLC | History | Added to | 9,860 | 4,242 | 0.96% | 0.93% | 929 | +57 | 0.58% | Q1 2026 | Apr 08, 2026 |
| PW Nova Financial Services LLC | History | New | 9,849 | 4,237 | 1.06% | — | 930 | +9,849 | New | Q1 2026 | Apr 15, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 9,846 | 4,236 | 2.01% | 1.82% | 931 | -25 | -0.25% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Reduced | 9,818 | 4,224 | 0.22% | 0.31% | 932 | -3,526 | -26.42% | Q1 2026 | May 13, 2026 |
| Weaver Consulting Group | History | Reduced | 9,817 | 4,224 | 1.01% | 0.96% | 933 | -84 | -0.85% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 9,780 | 4,208 | 0.5% | 0.61% | 934 | -2,522 | -20.5% | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | Added to | 9,759 | 4,199 | 0.7% | 0.39% | 935 | +4,410 | 82.45% | Q1 2026 | Apr 28, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 9,735 | 4,188 | 0.76% | 1.08% | 936 | -6,539 | -40.18% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 9,720 | 4,182 | 0.4% | 0.38% | 937 | -297 | -2.96% | Q1 2026 | May 04, 2026 |
| MRP Capital Investments, LLC | History | Added to | 9,692 | 4,170 | 3.63% | 3.17% | 938 | +145 | 1.52% | Q1 2026 | May 14, 2026 |
| Morse Asset Management, Inc | History | Added to | 9,670 | 4,160 | 0.86% | 0.76% | 939 | +41 | 0.43% | Q1 2026 | May 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 9,660 | 4,156 | 1.21% | 0.99% | 940 | +1,241 | 14.74% | Q1 2026 | Apr 30, 2026 |
| Solstein Capital, LLC | History | Reduced | 9,652 | 4,153 | 1.7% | 1.62% | 941 | -541 | -5.31% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 9,625 | 4,141 | 0.15% | 0.11% | 942 | +1,605 | 20.01% | Q1 2026 | May 14, 2026 |
| Fox Hill Wealth Management | History | Reduced | 9,613 | 4,136 | 1.99% | 3.35% | 943 | -8,551 | -47.08% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 9,424 | 4,126 | 0.84% | 0.98% | 944 | +1,393 | 17.35% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 9,557 | 4,112 | 0.06% | 0.06% | 945 | +197 | 2.1% | Q1 2026 | Apr 10, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 9,545 | 4,107 | 1.6% | 1.5% | 946 | -213 | -2.18% | Q1 2026 | May 07, 2026 |
| CIBC Asset Management Inc | History | Added to | 9,523 | 4,097 | 0.01% | 0.0% | 947 | +6,081 | 176.67% | Q1 2026 | May 12, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 9,521 | 4,096 | 0.6% | 0.58% | 948 | +551 | 6.14% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 9,516 | 4,094 | 0.32% | 0.27% | 949 | -100 | -1.04% | Q1 2026 | Apr 28, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 9,505 | 4,089 | 2.42% | 2.07% | 950 | +201 | 2.16% | Q1 2026 | Apr 07, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 9,490 | 4,083 | 1.76% | 1.65% | 951 | -779 | -7.59% | Q1 2026 | Apr 28, 2026 |
| Congress Park Capital LLC | History | Added to | 9,485 | 4,081 | 1.25% | 1.12% | 952 | +20 | 0.21% | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | Added to | 9,472 | 4,075 | 0.27% | 0.25% | 953 | +3,189 | 50.76% | Q1 2026 | Apr 28, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 9,446 | 4,064 | 1.05% | 0.95% | 954 | +130 | 1.4% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 9,442 | 4,063 | 0.24% | 0.24% | 955 | -625 | -6.21% | Q1 2026 | May 13, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 9,438 | 4,061 | 2.33% | 2.28% | 957 | -563 | -5.63% | Q1 2026 | May 01, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 9,438 | 4,061 | 0.25% | 0.23% | 956 | -16 | -0.17% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Added to | 9,436 | 4,060 | 0.12% | 0.11% | 958 | +68 | 0.73% | Q1 2026 | May 14, 2026 |
| Artesa Financial Group, LLC | History | Added to | 9,412 | 4,049 | 3.86% | 3.72% | 959 | +278 | 3.04% | Q1 2026 | Apr 21, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 9,404 | 4,046 | 0.43% | 0.69% | 960 | +29 | 0.31% | Q1 2026 | Apr 17, 2026 |
| Corundum Group, Inc. | History | Added to | 9,391 | 4,040 | 1.35% | 1.16% | 961 | +704 | 8.1% | Q1 2026 | Apr 20, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 9,381 | 4,036 | 0.85% | 0.87% | 962 | -1,152 | -10.94% | Q1 2026 | Apr 13, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 9,364 | 4,029 | 0.19% | 0.25% | 963 | -2,462 | -20.82% | Q1 2026 | May 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 9,364 | 4,029 | 0.53% | 0.6% | 964 | -1,323 | -12.38% | Q1 2026 | Apr 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 9,342 | 4,019 | 0.04% | 0.04% | 965 | +575 | 6.56% | Q1 2026 | May 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 9,336 | 4,017 | 0.27% | 0.27% | 966 | -1,490 | -13.76% | Q1 2026 | May 21, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 9,320 | 4,010 | 0.22% | 0.05% | 967 | +7,137 | 326.94% | Q1 2026 | May 06, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 9,237 | 3,974 | 1.05% | 1.07% | 968 | -26,351 | -74.04% | Q1 2026 | May 11, 2026 |
| Edgemoor Investment Advisors, Inc. | History | New | 9,213 | 3,964 | 0.31% | — | 969 | +9,213 | New | Q1 2026 | May 13, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 9,198 | 3,957 | 1.41% | 1.63% | 970 | -101 | -1.09% | Q1 2026 | Apr 22, 2026 |
| GWN SECURITIES INC. | History | Added to | 9,183 | 3,951 | 0.76% | 0.68% | 971 | +716 | 8.46% | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 9,175 | 3,947 | 0.4% | 0.08% | 972 | +7,272 | 382.13% | Q1 2026 | Apr 30, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 9,165 | 3,943 | 2.25% | 2.05% | 973 | -70 | -0.76% | Q1 2026 | Apr 09, 2026 |
| SVB WEALTH LLC | History | Added to | 9,135 | 3,930 | 0.26% | 0.21% | 974 | +320 | 3.63% | Q1 2026 | Apr 17, 2026 |
| Brendel Financial Advisors LLC | History | Added to | 9,132 | 3,929 | 1.94% | 1.72% | 975 | +327 | 3.71% | Q1 2026 | Apr 15, 2026 |
| Creekside Partners | History | Added to | 9,094 | 3,912 | 1.61% | 1.41% | 976 | +648 | 7.67% | Q1 2026 | Apr 21, 2026 |
| Sage Investment Advisers LLC | History | Reduced | 8,933 | 3,911 | 2.9% | 2.69% | 977 | -127 | -1.4% | Q1 2026 | Apr 10, 2026 |
| Welch Group, LLC | History | Reduced | 9,070 | 3,902 | 0.15% | 0.15% | 978 | -569 | -5.9% | Q1 2026 | Apr 21, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 9,060 | 3,898 | 0.09% | 0.09% | 979 | -340 | -3.62% | Q1 2026 | Apr 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 9,043 | 3,891 | 0.23% | 0.25% | 980 | -1,428 | -13.64% | Q1 2026 | May 12, 2026 |
| Left Brain Wealth Management, LLC | History | New | 9,039 | 3,889 | 1.53% | — | 981 | +9,039 | New | Q1 2026 | Apr 30, 2026 |
| 1832 Asset Management L.P. | History | Added to | 8,988 | 3,867 | 0.0% | 0.0% | 982 | +1,214 | 15.62% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 8,968 | 3,858 | 0.37% | 0.35% | 983 | -10 | -0.11% | Q1 2026 | Apr 15, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 8,939 | 3,846 | 0.46% | 0.36% | 984 | +896 | 11.14% | Q1 2026 | May 14, 2026 |
| First Bank & Trust | History | No change | 8,940 | 3,846 | 0.62% | 0.58% | 985 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 8,850 | 3,833 | 1.78% | 1.67% | 986 | -25 | -0.28% | Q1 2026 | Apr 22, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 8,890 | 3,825 | 0.09% | 0.09% | 987 | -1,300 | -12.76% | Q1 2026 | May 08, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 8,872 | 3,817 | 0.84% | 0.84% | 988 | -310 | -3.38% | Q1 2026 | May 05, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 8,847 | 3,806 | 0.94% | 0.85% | 989 | -612 | -6.47% | Q1 2026 | May 15, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 8,830 | 3,799 | 1.66% | 1.63% | 990 | -704 | -7.38% | Q1 2026 | May 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 8,824 | 3,796 | 1.39% | 1.42% | 991 | -895 | -9.21% | Q1 2026 | May 08, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 8,809 | 3,790 | 0.44% | 0.43% | 992 | +2 | 0.02% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 8,807 | 3,789 | 0.21% | 0.17% | 993 | +952 | 12.12% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,695 | 3,784 | 0.08% | 0.13% | 994 | -2,496 | -22.3% | Q1 2026 | May 04, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 8,794 | 3,783 | 1.41% | 1.06% | 995 | +1,410 | 19.1% | Q1 2026 | May 18, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 8,789 | 3,781 | 0.84% | 0.95% | 996 | -1,490 | -14.5% | Q1 2026 | Apr 22, 2026 |
| Marble Wealth, LLC | History | Reduced | 8,775 | 3,775 | 0.66% | 0.49% | 997 | -52 | -0.59% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 8,781 | 3,774 | 0.58% | 0.6% | 998 | -172 | -1.92% | Q1 2026 | Apr 17, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 8,768 | 3,772 | 0.85% | 0.83% | 999 | -675 | -7.15% | Q1 2026 | Apr 22, 2026 |
| Hanson & Doremus Investment Management | History | No change | 8,717 | 3,751 | 0.43% | 0.42% | 1000 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bienville Capital Management, LLC | History | Added to | 8,706 | 3,746 | 0.68% | 0.38% | 1001 | +2,687 | 44.64% | Q1 2026 | May 13, 2026 |
| Keebeck Wealth Management | History | Added to | 8,679 | 3,734 | 0.42% | 0.35% | 1002 | +996 | 12.96% | Q1 2026 | May 14, 2026 |
| Broyhill Asset Management, LLC | History | No change | 8,655 | 3,724 | 3.44% | 3.02% | 1003 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 8,651 | 3,722 | 0.64% | 0.8% | 1004 | +15 | 0.17% | Q1 2026 | Apr 09, 2026 |
| Gibbs Wealth Management | History | Added to | 8,649 | 3,721 | 0.49% | 0.38% | 1005 | +4,843 | 127.25% | Q1 2026 | May 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 8,636 | 3,715 | 0.36% | 0.33% | 1006 | +374 | 4.53% | Q1 2026 | Apr 10, 2026 |
| Benin Management CORP | History | Added to | 8,628 | 3,712 | 0.83% | 0.68% | 1007 | +903 | 11.69% | Q1 2026 | Apr 10, 2026 |
| Mizuho Markets Cayman LP | History | Added to | 8,581 | 3,692 | 0.2% | 0.03% | 1008 | +7,323 | 582.11% | Q1 2026 | May 13, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 8,566 | 3,685 | 0.41% | 0.39% | 1009 | -329 | -3.7% | Q1 2026 | Apr 22, 2026 |
| Fisher Asset Management, LLC | History | Added to | 8,535 | 3,672 | 0.0% | 0.0% | 1010 | +2,072 | 32.06% | Q1 2026 | May 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 8,516 | 3,664 | 0.12% | 0.11% | 1011 | +695 | 8.89% | Q1 2026 | May 06, 2026 |
| Ulysses Management LLC | History | Added to | 8,500 | 3,657 | 0.46% | 0.22% | 1012 | +5,500 | 183.33% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Added to | 8,497 | 3,656 | 0.03% | 0.01% | 1013 | +6,897 | 431.06% | Q1 2026 | May 11, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 8,498 | 3,656 | 0.35% | 0.31% | 1014 | -32 | -0.38% | Q1 2026 | May 04, 2026 |
| Centric Wealth Management | History | Reduced | 8,800 | 3,649 | 0.73% | 0.92% | 1015 | -1,362 | -13.4% | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | Reduced | 8,445 | 3,633 | 0.09% | 0.11% | 1016 | -2,082 | -19.78% | Q1 2026 | May 12, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 8,442 | 3,632 | 1.31% | 0.63% | 1017 | +4,005 | 90.26% | Q1 2026 | May 06, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 8,443 | 3,632 | 2.62% | 2.25% | 1018 | +993 | 13.33% | Q1 2026 | Apr 13, 2026 |
| Centennial Advisors, LLC | History | Added to | 8,406 | 3,617 | 4.6% | 4.08% | 1020 | +471 | 5.94% | Q1 2026 | Apr 21, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 8,407 | 3,617 | 0.81% | 0.67% | 1019 | -99 | -1.16% | Q1 2026 | Apr 13, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 8,396 | 3,612 | 0.87% | 0.88% | 1021 | +30 | 0.36% | Q1 2026 | Apr 20, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 8,319 | 3,579 | 0.4% | 0.36% | 1022 | -35 | -0.42% | Q1 2026 | May 04, 2026 |
| Bath Savings Trust Co | History | Added to | 8,277 | 3,561 | 0.38% | 0.25% | 1023 | +1,972 | 31.28% | Q1 2026 | Apr 07, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 8,268 | 3,557 | 0.34% | 0.31% | 1024 | -1 | -0.01% | Q1 2026 | Apr 13, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 8,242 | 3,548 | 0.21% | 0.25% | 1025 | -532 | -6.06% | Q1 2026 | May 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 8,237 | 3,544 | 0.71% | 0.66% | 1026 | -65 | -0.78% | Q1 2026 | May 14, 2026 |
| Forum Finance Group S.A. | History | New | 10,285 | 3,542 | 1.92% | — | 1027 | +10,285 | New | Q1 2026 | May 07, 2026 |
| Overbrook Management Corp | History | Reduced | 8,216 | 3,535 | 0.67% | 0.61% | 1028 | -684 | -7.69% | Q1 2026 | Apr 09, 2026 |
| Arax Advisory Partners | History | Reduced | 8,175 | 3,517 | 0.1% | 0.15% | 1029 | -5,063 | -38.25% | Q1 2026 | May 13, 2026 |
| FARMERS TRUST CO | History | Added to | 8,171 | 3,515 | 0.55% | 0.52% | 1030 | +89 | 1.1% | Q1 2026 | Apr 07, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 8,133 | 3,499 | 0.79% | 0.71% | 1031 | +203 | 2.56% | Q1 2026 | Apr 20, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 8,429 | 3,494 | 3.94% | 2.98% | 1032 | +758 | 9.88% | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | Reduced | 8,116 | 3,492 | 0.72% | 0.68% | 1033 | -431 | -5.04% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 8,108 | 3,488 | 0.28% | 0.23% | 1034 | +622 | 8.31% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 8,076 | 3,475 | 0.45% | 0.4% | 1035 | +699 | 9.48% | Q1 2026 | Apr 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 8,030 | 3,455 | 0.26% | 0.32% | 1037 | -2,053 | -20.36% | Q1 2026 | Apr 30, 2026 |
| Permanent Capital Management, LP | History | Reduced | 8,157 | 3,455 | 0.54% | 0.76% | 1038 | -1,646 | -16.79% | Q1 2026 | May 14, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 8,030 | 3,455 | 0.72% | 0.66% | 1036 | -105 | -1.29% | Q1 2026 | May 14, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 8,017 | 3,449 | 1.13% | 0.91% | 1039 | +938 | 13.25% | Q1 2026 | Apr 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,009 | 3,446 | 0.11% | 0.1% | 1040 | -38 | -0.47% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 8,000 | 3,442 | 0.01% | 0.01% | 1041 | -1,553 | -16.26% | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 7,983 | 3,435 | 0.44% | 0.4% | 1042 | +142 | 1.81% | Q1 2026 | May 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 7,974 | 3,431 | 0.45% | 0.49% | 1043 | -882 | -9.96% | Q1 2026 | Apr 28, 2026 |
| Rothschild Wealth LLC | History | Added to | 7,970 | 3,429 | 0.31% | 0.06% | 1044 | +6,343 | 389.86% | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 7,969 | 3,428 | 0.23% | 0.23% | 1045 | -611 | -7.12% | Q1 2026 | Apr 10, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 7,963 | 3,426 | 0.14% | 0.11% | 1046 | +932 | 13.26% | Q1 2026 | May 01, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 7,882 | 3,391 | 0.23% | 0.21% | 1047 | +67 | 0.86% | Q1 2026 | May 05, 2026 |
| Biondo Investment Advisors, LLC | History | New | 7,846 | 3,376 | 0.43% | — | 1048 | +7,846 | New | Q1 2026 | May 14, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 7,836 | 3,371 | 1.72% | 1.56% | 1049 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 7,830 | 3,369 | 0.08% | 0.07% | 1050 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Advisors, LLC | History | Reduced | 7,786 | 3,350 | 0.39% | 0.33% | 1051 | -2 | -0.03% | Q1 2026 | May 05, 2026 |
| Helium Advisors LLC | History | Added to | 7,767 | 3,342 | 3.18% | 1.9% | 1052 | +3,026 | 63.83% | Q1 2026 | May 05, 2026 |
| WorthPointe, LLC | History | Added to | 7,752 | 3,335 | 0.9% | 0.66% | 1053 | +1,454 | 23.09% | Q1 2026 | May 12, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 7,747 | 3,333 | 0.02% | 0.03% | 1054 | -5,660 | -42.22% | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 7,743 | 3,331 | 1.15% | 0.78% | 1055 | +2,334 | 43.15% | Q1 2026 | Apr 28, 2026 |
| EPG Wealth Management LLC | History | Reduced | 7,718 | 3,321 | 0.9% | 0.86% | 1056 | -346 | -4.29% | Q1 2026 | May 07, 2026 |
| NavPoint Financial, Inc. | History | No change | 7,716 | 3,320 | 1.34% | 1.31% | 1057 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 7,712 | 3,318 | 1.33% | 1.27% | 1058 | -94 | -1.2% | Q1 2026 | Apr 23, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 7,704 | 3,314 | 0.39% | 0.38% | 1059 | -365 | -4.52% | Q1 2026 | Apr 17, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 7,676 | 3,302 | 3.25% | 3.13% | 1060 | -378 | -4.69% | Q1 2026 | Apr 07, 2026 |
| Peak Planning Group, LLC | History | Reduced | 7,675 | 3,302 | 0.92% | 0.86% | 1061 | -55 | -0.71% | Q1 2026 | Apr 22, 2026 |
| Orographic Financial Advisors, LLC | History | New | 7,671 | 3,300 | 2.34% | — | 1062 | +7,671 | New | Q1 2026 | May 19, 2026 |
| Nelson Capital Management, LLC | History | No change | 7,658 | 3,295 | 0.4% | 0.36% | 1063 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 7,655 | 3,294 | 0.27% | 0.27% | 1064 | -368 | -4.59% | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 7,651 | 3,292 | 0.27% | 0.26% | 1065 | -79 | -1.02% | Q1 2026 | Apr 13, 2026 |
| Kercheville Advisors, LLC | History | Reduced | 7,639 | 3,286 | 1.05% | 0.91% | 1066 | -80 | -1.04% | Q1 2026 | Apr 20, 2026 |
| CAXTON CORP | History | Added to | 7,623 | 3,279 | 81.49% | 64.5% | 1067 | +659 | 9.46% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 10,115 | 3,275 | 0.25% | 0.25% | 1068 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LRT Capital Management, LLC | History | New | 7,593 | 3,267 | 3.05% | — | 1069 | +7,593 | New | Q1 2026 | May 15, 2026 |
| Quintet Private Bank (Europe) S.A. | History | Reduced | 7,569 | 3,256 | 0.22% | 0.23% | 1070 | -2,522 | -24.99% | Q1 2026 | Apr 22, 2026 |
| Roundview Capital LLC | History | Reduced | 7,524 | 3,237 | 0.2% | 0.2% | 1071 | -877 | -10.44% | Q1 2026 | May 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 7,513 | 3,232 | 0.76% | 0.75% | 1072 | -327 | -4.17% | Q1 2026 | Apr 17, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 7,475 | 3,216 | 0.3% | 0.28% | 1073 | -100 | -1.32% | Q1 2026 | Apr 02, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 7,458 | 3,209 | 0.76% | 0.84% | 1074 | -1,446 | -16.24% | Q1 2026 | May 05, 2026 |
| Firestone Capital Management | History | Added to | 7,445 | 3,203 | 0.67% | 0.61% | 1075 | +210 | 2.9% | Q1 2026 | May 08, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 7,435 | 3,199 | 0.51% | 0.41% | 1076 | +725 | 10.8% | Q1 2026 | May 04, 2026 |
| Maxele Advisors, LLC | History | No change | 8,071 | 3,198 | 2.6% | 2.6% | 1077 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 7,382 | 3,176 | 1.4% | 1.35% | 1078 | +100 | 1.37% | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 7,370 | 3,171 | 0.07% | 0.06% | 1079 | +136 | 1.88% | Q1 2026 | May 07, 2026 |
| ArchPoint Investors | History | No change | 7,362 | 3,167 | 0.75% | 0.69% | 1080 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 7,350 | 3,162 | 0.06% | 0.05% | 1081 | +87 | 1.2% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,347 | 3,161 | 0.12% | 0.13% | 1082 | -1,530 | -17.24% | Q1 2026 | Apr 20, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 7,339 | 3,157 | 1.19% | 1.2% | 1083 | -677 | -8.45% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 7,322 | 3,150 | 0.35% | 0.33% | 1084 | -127 | -1.7% | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 7,314 | 3,147 | 2.76% | 2.62% | 1085 | -90 | -1.22% | Q1 2026 | May 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 7,302 | 3,142 | 0.39% | 0.37% | 1086 | +29 | 0.4% | Q1 2026 | May 12, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 7,300 | 3,141 | 1.09% | 0.98% | 1087 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PENN DAVIS MCFARLAND INC | History | Reduced | 7,283 | 3,133 | 0.31% | 0.28% | 1088 | -184 | -2.46% | Q1 2026 | Apr 21, 2026 |
| Magnus Financial Group LLC | History | Reduced | 7,268 | 3,127 | 0.25% | 0.23% | 1089 | -176 | -2.36% | Q1 2026 | Apr 10, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 7,251 | 3,120 | 0.75% | 0.79% | 1090 | -52 | -0.71% | Q1 2026 | May 07, 2026 |
| HERBST GROUP, LLC | History | Reduced | 7,205 | 3,100 | 1.91% | 2.29% | 1091 | -2,605 | -26.55% | Q1 2026 | Apr 09, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 7,187 | 3,092 | 0.49% | 0.44% | 1092 | +1,072 | 17.53% | Q1 2026 | Apr 30, 2026 |
| Pullen Investment Management, LLC | History | Added to | 7,138 | 3,071 | 1.54% | 1.49% | 1093 | +19 | 0.27% | Q1 2026 | Apr 15, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 7,132 | 3,069 | 1.1% | 0.97% | 1094 | -287 | -3.87% | Q1 2026 | Apr 23, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 7,129 | 3,067 | 0.52% | 0.13% | 1095 | +5,235 | 276.4% | Q1 2026 | May 05, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 7,003 | 3,066 | 0.47% | 0.43% | 1096 | +157 | 2.29% | Q1 2026 | Apr 16, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 7,118 | 3,062 | 0.43% | 0.73% | 1097 | +347 | 5.12% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 7,116 | 3,061 | 0.18% | 0.14% | 1098 | +1,079 | 17.87% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | Added to | 7,113 | 3,060 | 0.23% | 0.16% | 1099 | +4,680 | 192.36% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Added to | 7,086 | 3,049 | 0.04% | 0.03% | 1100 | +1,286 | 22.17% | Q1 2026 | May 01, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 7,069 | 3,041 | 0.82% | 0.66% | 1101 | +3,209 | 83.13% | Q1 2026 | Apr 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 7,045 | 3,031 | 1.05% | 1.11% | 1102 | -738 | -9.48% | Q1 2026 | Apr 23, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 7,039 | 3,028 | 2.3% | 2.26% | 1103 | -58 | -0.82% | Q1 2026 | Apr 06, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 7,029 | 3,024 | 0.08% | 0.08% | 1104 | -340 | -4.61% | Q1 2026 | May 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 7,020 | 3,020 | 1.74% | — | 1105 | +7,020 | New | Q1 2026 | May 12, 2026 |
| PKS Advisory Services, LLC | History | Added to | 7,015 | 3,019 | 0.7% | 0.59% | 1106 | +481 | 7.36% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 7,013 | 3,017 | 0.33% | 0.35% | 1107 | +494 | 7.58% | Q1 2026 | May 11, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 7,008 | 3,015 | 3.03% | 2.85% | 1108 | -104 | -1.46% | Q1 2026 | May 15, 2026 |
| Alphadyne Asset Management LP | History | New | 7,000 | 3,012 | 0.05% | — | 1110 | +7,000 | New | Q1 2026 | May 15, 2026 |
| New Paradigm Capital Management, LLC | History | New | 7,000 | 3,012 | 6.43% | — | 1111 | +7,000 | New | Q1 2026 | May 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 7,001 | 3,012 | 1.36% | 1.76% | 1109 | -2,783 | -28.44% | Q1 2026 | Apr 24, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 6,992 | 3,008 | 1.37% | 1.28% | 1112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 6,971 | 2,999 | 0.74% | 0.65% | 1114 | +320 | 4.81% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | Reduced | 6,971 | 2,999 | 0.26% | 0.29% | 1113 | -230 | -3.19% | Q1 2026 | Apr 08, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 6,968 | 2,998 | 1.94% | 1.8% | 1115 | -221 | -3.07% | Q1 2026 | Apr 20, 2026 |
| CRA Financial Services, LLC | History | Reduced | 6,966 | 2,997 | 0.39% | 0.38% | 1116 | -354 | -4.84% | Q1 2026 | Apr 09, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 6,965 | 2,996 | 0.94% | 0.97% | 1117 | -791 | -10.2% | Q1 2026 | Apr 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 6,946 | 2,988 | 0.17% | 0.12% | 1118 | +2,361 | 51.49% | Q1 2026 | Apr 29, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 6,944 | 2,987 | 0.45% | 0.4% | 1119 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 6,931 | 2,982 | 0.95% | 1.62% | 1120 | -4,145 | -37.42% | Q1 2026 | Apr 24, 2026 |
| Independence Bank of Kentucky | History | Reduced | 6,912 | 2,974 | 0.38% | 0.38% | 1121 | -756 | -9.86% | Q1 2026 | Apr 30, 2026 |
| Olde Wealth Management, LLC | History | No change | 6,906 | 2,971 | 0.94% | 0.84% | 1122 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 6,883 | 2,961 | 0.41% | 0.39% | 1123 | -210 | -2.96% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 6,866 | 2,954 | 0.46% | 0.45% | 1124 | -276 | -3.86% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Added to | 6,864 | 2,953 | 0.05% | 0.03% | 1125 | +1,949 | 39.65% | Q1 2026 | May 15, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 6,862 | 2,952 | 1.16% | 1.16% | 1126 | -680 | -9.02% | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 6,858 | 2,950 | 0.51% | 0.44% | 1127 | +400 | 6.19% | Q1 2026 | Apr 17, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 6,848 | 2,946 | 3.3% | 1.91% | 1128 | +2,394 | 53.75% | Q1 2026 | May 08, 2026 |
| Cove Private Wealth, LLC | History | Reduced | 6,825 | 2,936 | 0.67% | 0.81% | 1129 | -60 | -0.87% | Q1 2026 | May 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 6,802 | 2,926 | 0.32% | 0.29% | 1130 | +231 | 3.52% | Q1 2026 | May 14, 2026 |
| Private Harbour Investment Management & Counsel, LLC | History | Reduced | 6,743 | 2,901 | 3.19% | 2.87% | 1131 | -187 | -2.7% | Q1 2026 | Apr 30, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 6,781 | 2,899 | 1.85% | 1.56% | 1132 | -770 | -10.2% | Q1 2026 | May 12, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 6,735 | 2,898 | 0.01% | 0.01% | 1133 | +520 | 8.37% | Q1 2026 | May 07, 2026 |
| LEE DANNER & BASS INC | History | Added to | 6,710 | 2,887 | 0.18% | 0.14% | 1134 | +1,626 | 31.98% | Q1 2026 | Apr 28, 2026 |
| CIM, LLC | History | Reduced | 6,696 | 2,881 | 0.42% | 0.35% | 1135 | -107 | -1.57% | Q1 2026 | May 18, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,684 | 2,876 | 0.6% | 0.61% | 1136 | -182 | -2.65% | Q1 2026 | Apr 15, 2026 |
| Bravera Wealth | History | Added to | 6,678 | 2,873 | 1.29% | 1.18% | 1138 | +725 | 12.18% | Q1 2026 | Apr 22, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 6,679 | 2,873 | 0.05% | 0.04% | 1137 | -21 | -0.31% | Q1 2026 | May 05, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 6,663 | 2,867 | 0.71% | 2.59% | 1139 | -477 | -6.68% | Q1 2026 | May 12, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 6,646 | 2,859 | 0.07% | 0.05% | 1140 | +479 | 7.77% | Q1 2026 | May 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 6,638 | 2,856 | 0.09% | 0.14% | 1141 | -4,344 | -39.56% | Q1 2026 | May 05, 2026 |
| Allied Investment Advisors, LLC | History | No change | 6,629 | 2,852 | 0.41% | 0.41% | 1142 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Investment Management Trust, LLC | History | New | 6,622 | 2,849 | 2.78% | — | 1144 | +6,622 | New | Q1 2026 | Apr 24, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 6,622 | 2,849 | 1.95% | 1.82% | 1143 | +26 | 0.39% | Q1 2026 | Apr 21, 2026 |
| Modus Advisors, LLC | History | Reduced | 6,611 | 2,844 | 0.78% | 0.72% | 1145 | -257 | -3.74% | Q1 2026 | May 04, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 6,585 | 2,833 | 1.02% | 0.95% | 1146 | -75 | -1.13% | Q1 2026 | May 05, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 6,570 | 2,827 | 2.56% | 2.32% | 1147 | +161 | 2.51% | Q1 2026 | May 20, 2026 |
| F&V Capital Management, LLC | History | New | 6,530 | 2,810 | 0.59% | — | 1148 | +6,530 | New | Q1 2026 | Apr 27, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 6,528 | 2,808 | 0.35% | 0.35% | 1149 | -183 | -2.73% | Q1 2026 | Apr 27, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Added to | 6,523 | 2,807 | 1.99% | 1.63% | 1150 | +383 | 6.24% | Q1 2026 | Apr 24, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 6,516 | 2,803 | 1.48% | 0.7% | 1151 | +3,214 | 97.33% | Q1 2026 | May 04, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 6,501 | 2,797 | 1.67% | 1.71% | 1152 | -70 | -1.07% | Q1 2026 | May 12, 2026 |
| Holowesko Partners Ltd. | History | Added to | 6,500 | 2,796 | 0.78% | 0.68% | 1153 | +1,600 | 32.65% | Q1 2026 | May 13, 2026 |
| S.A. Mason LLC | History | Reduced | 6,493 | 2,793 | 1.05% | 1.02% | 1154 | -25 | -0.38% | Q1 2026 | Apr 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 6,456 | 2,777 | 0.05% | 0.04% | 1155 | +588 | 10.02% | Q1 2026 | Apr 20, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 6,412 | 2,759 | 1.01% | 0.95% | 1156 | -150 | -2.29% | Q1 2026 | Apr 22, 2026 |
| COWA, LLC | History | Reduced | 6,406 | 2,756 | 0.74% | 0.99% | 1157 | -1,819 | -22.12% | Q1 2026 | May 14, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 6,401 | 2,748 | 1.48% | 0.6% | 1158 | +4,014 | 168.16% | Q1 2026 | May 11, 2026 |
| McHugh Group, LLC | History | No change | 6,385 | 2,747 | 1.63% | 1.44% | 1159 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 6,378 | 2,744 | 0.15% | 0.15% | 1160 | -260 | -3.92% | Q1 2026 | May 11, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 6,392 | 2,731 | 1.77% | 1.55% | 1161 | +300 | 4.92% | Q1 2026 | Apr 24, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 6,371 | 2,724 | 0.62% | 0.56% | 1162 | -2,905 | -31.32% | Q1 2026 | Apr 14, 2026 |
| Mason & Associates Inc | History | Added to | 6,570 | 2,723 | 0.53% | 0.47% | 1163 | +331 | 5.31% | Q1 2026 | Apr 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 6,328 | 2,722 | 0.69% | 0.98% | 1164 | -2,500 | -28.32% | Q1 2026 | Apr 06, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 6,246 | 2,709 | 0.05% | 0.07% | 1165 | -285 | -4.36% | Q1 2026 | May 11, 2026 |
| PMV Capital Advisers, LLC | History | Reduced | 6,295 | 2,708 | 4.57% | 4.65% | 1166 | -146 | -2.27% | Q1 2026 | Apr 16, 2026 |
| Herold Advisors, Inc. | History | No change | 6,284 | 2,703 | 0.59% | 0.56% | 1167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | No change | 6,253 | 2,690 | 0.16% | 0.14% | 1168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 6,247 | 2,688 | 2.2% | 15.0% | 1169 | -55,891 | -89.95% | Q1 2026 | May 11, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 6,236 | 2,683 | 0.85% | 0.89% | 1170 | -278 | -4.27% | Q1 2026 | Apr 15, 2026 |
| High Note Wealth, LLC | History | Added to | 6,235 | 2,682 | 0.53% | 0.48% | 1171 | +3 | 0.05% | Q1 2026 | May 11, 2026 |
| Richmond Investment Services, LLC | History | Added to | 6,230 | 2,680 | 0.43% | 0.18% | 1173 | +3,598 | 136.7% | Q1 2026 | Apr 29, 2026 |
| J2 Capital Management Inc | History | Reduced | 6,229 | 2,680 | 1.84% | 1.8% | 1172 | -12 | -0.19% | Q1 2026 | Apr 21, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 6,187 | 2,662 | 0.5% | 0.62% | 1174 | -1,868 | -23.19% | Q1 2026 | May 07, 2026 |
| Mainstream Capital Management LLC | History | Added to | 6,185 | 2,661 | 1.79% | 1.6% | 1175 | +12 | 0.19% | Q1 2026 | Apr 17, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 6,169 | 2,654 | 0.53% | 0.38% | 1176 | +400 | 6.93% | Q1 2026 | Apr 22, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Added to | 6,152 | 2,647 | 1.4% | 1.27% | 1177 | +75 | 1.23% | Q1 2026 | May 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 6,140 | 2,641 | 0.67% | 0.73% | 1178 | -739 | -10.74% | Q1 2026 | Apr 08, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 6,115 | 2,631 | 0.74% | 0.7% | 1179 | +2 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Intellectus Partners, LLC | History | Reduced | 6,101 | 2,625 | 0.54% | 0.67% | 1180 | -2,702 | -30.69% | Q1 2026 | Apr 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,090 | 2,620 | 0.11% | 0.1% | 1181 | -105 | -1.69% | Q1 2026 | May 12, 2026 |
| Clear Street Group Inc. | History | Reduced | 6,088 | 2,619 | 0.01% | 0.01% | 1182 | -2,496 | -29.08% | Q1 2026 | May 15, 2026 |
| Secure Asset Management, LLC | History | Added to | 6,043 | 2,600 | 0.41% | 0.37% | 1183 | +37 | 0.62% | Q1 2026 | Apr 09, 2026 |
| ACCOUNT MANAGEMENT LLC | History | No change | 6,025 | 2,592 | 2.84% | 2.56% | 1184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 6,005 | 2,583 | 1.96% | 1.89% | 1185 | +270 | 4.71% | Q1 2026 | Apr 27, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 6,000 | 2,581 | 0.27% | 0.26% | 1186 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 5,961 | 2,565 | 1.42% | 1.5% | 1187 | -113 | -1.86% | Q1 2026 | Apr 16, 2026 |
| Brick & Kyle, Associates | History | No change | 6,470 | 2,564 | 0.91% | 0.91% | 1188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 5,925 | 2,549 | 0.04% | 0.08% | 1189 | -6,657 | -52.91% | Q1 2026 | Apr 07, 2026 |
| Connective Portfolio Management, LLC | History | Reduced | 5,915 | 2,545 | 6.89% | 6.76% | 1190 | -3,550 | -37.51% | Q1 2026 | Apr 16, 2026 |
| SHP Wealth Management | History | Added to | 5,857 | 2,520 | 0.19% | 0.18% | 1191 | +38 | 0.65% | Q1 2026 | May 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 5,841 | 2,513 | 0.18% | 0.15% | 1192 | +667 | 12.89% | Q1 2026 | Apr 20, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 5,815 | 2,502 | 0.23% | 0.19% | 1193 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 5,813 | 2,501 | 0.07% | 0.05% | 1194 | +334 | 6.1% | Q1 2026 | Apr 21, 2026 |
| HM PAYSON & CO | History | Added to | 5,810 | 2,499 | 0.04% | 0.03% | 1196 | +690 | 13.48% | Q1 2026 | Apr 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,810 | 2,499 | 0.16% | 0.16% | 1195 | -315 | -5.14% | Q1 2026 | Apr 16, 2026 |
| Good Steward Wealth Advisors,LLC | History | Reduced | 5,808 | 2,499 | 1.61% | 1.56% | 1197 | -168 | -2.81% | Q1 2026 | May 04, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 5,791 | 2,491 | 0.64% | 0.59% | 1198 | -9 | -0.16% | Q1 2026 | Apr 08, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 5,780 | 2,487 | 1.2% | 0.89% | 1199 | +1,242 | 27.37% | Q1 2026 | Apr 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 5,766 | 2,481 | 0.21% | 0.19% | 1200 | +104 | 1.84% | Q1 2026 | Apr 20, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 5,750 | 2,474 | 0.0% | 0.01% | 1201 | -5,500 | -48.89% | Q1 2026 | May 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 5,724 | 2,463 | 0.32% | 0.29% | 1202 | +252 | 4.61% | Q1 2026 | Apr 20, 2026 |
| Markin Asset Management, LP | History | Reduced | 5,715 | 2,459 | 2.7% | 4.84% | 1203 | -5,392 | -48.55% | Q1 2026 | May 15, 2026 |
| Pegasus Asset Management, Inc. | History | Reduced | 5,713 | 2,458 | 0.79% | 0.7% | 1204 | -15 | -0.26% | Q1 2026 | Apr 20, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | Reduced | 5,710 | 2,457 | 1.24% | 1.47% | 1205 | -765 | -11.81% | Q1 2026 | May 06, 2026 |
| Advisors Preferred, LLC | History | Reduced | 5,705 | 2,454 | 0.36% | 0.44% | 1206 | -1,064 | -15.72% | Q1 2026 | May 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 5,696 | 2,451 | 1.73% | 1.8% | 1207 | +65 | 1.15% | Q1 2026 | May 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 5,684 | 2,445 | 0.97% | 0.81% | 1208 | +450 | 8.6% | Q1 2026 | May 14, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 5,681 | 2,444 | 0.92% | 2.21% | 1209 | -9,373 | -62.26% | Q1 2026 | May 14, 2026 |
| Patten Group, Inc. | History | Added to | 5,674 | 2,441 | 0.42% | 0.41% | 1210 | +14 | 0.25% | Q1 2026 | Apr 24, 2026 |
| DOHENY ASSET MANAGEMENT /CA | History | No change | 5,670 | 2,440 | 1.59% | 1.37% | 1211 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 5,667 | 2,438 | 1.35% | 0.72% | 1212 | +2,370 | 71.88% | Q1 2026 | Apr 13, 2026 |
| VeraBank, N.A. | History | Added to | 5,662 | 2,436 | 0.45% | 0.38% | 1213 | +350 | 6.59% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | Added to | 5,659 | 2,435 | 0.17% | 0.15% | 1214 | +561 | 11.0% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 5,654 | 2,432 | 0.15% | 0.15% | 1215 | -166 | -2.85% | Q1 2026 | Apr 27, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 5,646 | 2,429 | 0.32% | 0.31% | 1216 | +42 | 0.75% | Q1 2026 | May 11, 2026 |
| Delta Investment Management, LLC | History | Added to | 5,643 | 2,428 | 0.43% | 0.38% | 1217 | +54 | 0.97% | Q1 2026 | May 12, 2026 |
| Waterloo Capital, L.P. | History | Added to | 5,611 | 2,414 | 0.17% | 0.1% | 1218 | +2,220 | 65.47% | Q1 2026 | May 12, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Added to | 5,600 | 2,409 | 0.36% | 0.04% | 1219 | +5,000 | 833.33% | Q1 2026 | May 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 5,598 | 2,408 | 1.02% | 0.94% | 1220 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clarus Wealth Advisors | History | Reduced | 5,564 | 2,402 | 1.02% | 0.98% | 1221 | -72 | -1.28% | Q1 2026 | Apr 08, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 5,578 | 2,400 | 0.21% | 0.19% | 1222 | +300 | 5.68% | Q1 2026 | Apr 07, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 5,523 | 2,376 | 0.29% | 0.27% | 1223 | +81 | 1.49% | Q1 2026 | Apr 27, 2026 |
| NRI Wealth Management LC | History | No change | 5,987 | 2,372 | 1.21% | 1.21% | 1224 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 5,664 | 2,369 | 0.32% | 0.19% | 1225 | +3,161 | 126.29% | Q1 2026 | May 06, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 5,499 | 2,366 | 0.05% | 0.04% | 1226 | +100 | 1.85% | Q1 2026 | May 14, 2026 |
| Argentarii, LLC | History | No change | 5,500 | 2,366 | 0.83% | 0.71% | 1227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 5,483 | 2,359 | 0.94% | 0.75% | 1228 | +780 | 16.59% | Q1 2026 | May 11, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 5,457 | 2,348 | 0.98% | 0.62% | 1229 | +1,708 | 45.56% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | Added to | 61,034 | 2,344 | 0.3% | 0.28% | 1230 | +55,052 | 920.29% | Q1 2026 | Apr 30, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 5,434 | 2,338 | 0.25% | 0.16% | 1231 | +1,726 | 46.55% | Q1 2026 | May 13, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 5,421 | 2,332 | 0.17% | 0.16% | 1232 | -59 | -1.08% | Q1 2026 | Apr 23, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 5,408 | 2,327 | 0.02% | 0.01% | 1233 | +1,838 | 51.48% | Q1 2026 | May 04, 2026 |
| FORBES J M & CO LLP | History | No change | 5,406 | 2,326 | 0.2% | 0.17% | 1234 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Div Capital Phoenix Assets Ltd | History | New | 5,400 | 2,323 | 0.53% | — | 1237 | +5,400 | New | Q1 2026 | Apr 21, 2026 |
| Principle Wealth Partners LLC | History | Added to | 5,400 | 2,323 | 0.13% | 0.1% | 1236 | +959 | 21.59% | Q1 2026 | May 07, 2026 |
| Terra Nova Asset Management LLC | History | Added to | 5,400 | 2,323 | 1.72% | 1.25% | 1235 | +600 | 12.5% | Q1 2026 | Apr 16, 2026 |
| Kimelman & Baird, LLC | History | No change | 5,390 | 2,319 | 0.19% | 0.16% | 1238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 5,294 | 2,318 | 0.13% | 0.16% | 1239 | -1,488 | -21.94% | Q1 2026 | Apr 17, 2026 |
| Leonteq Securities AG | History | Reduced | 5,400 | 2,316 | 0.09% | 1.18% | 1240 | -92,500 | -94.48% | Q1 2026 | Apr 27, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 5,378 | 2,312 | 1.57% | 2.03% | 1241 | -5 | -0.09% | Q1 2026 | Apr 08, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Reduced | 5,370 | 2,310 | 2.2% | 2.2% | 1242 | -320 | -5.62% | Q1 2026 | May 04, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 5,357 | 2,305 | 1.48% | 1.33% | 1243 | -101 | -1.85% | Q1 2026 | May 11, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 5,295 | 2,304 | 0.44% | 0.41% | 1244 | +215 | 4.23% | Q1 2026 | Apr 29, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 5,345 | 2,299 | 0.07% | 0.07% | 1245 | -415 | -7.2% | Q1 2026 | Apr 16, 2026 |
| EASTERN BANK | History | Reduced | 5,338 | 2,296 | 0.04% | 0.04% | 1246 | -411 | -7.15% | Q1 2026 | Apr 07, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 5,308 | 2,283 | 1.52% | 1.44% | 1247 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 5,282 | 2,272 | 1.8% | 1.73% | 1248 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 5,271 | 2,268 | 0.04% | 0.04% | 1249 | -511 | -8.84% | Q1 2026 | May 13, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 5,269 | 2,267 | 2.23% | 1.99% | 1250 | -25 | -0.47% | Q1 2026 | May 06, 2026 |
| Diligent Investors, LLC | History | Added to | 5,261 | 2,263 | 0.56% | 0.5% | 1251 | +176 | 3.46% | Q1 2026 | Apr 15, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 5,258 | 2,262 | 0.73% | 0.55% | 1252 | +905 | 20.79% | Q1 2026 | Apr 21, 2026 |
| Bogart Wealth, LLC | History | Reduced | 5,247 | 2,257 | 0.09% | 0.1% | 1253 | -1,239 | -19.1% | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | Added to | 5,244 | 2,256 | 0.19% | 0.18% | 1254 | +123 | 2.4% | Q1 2026 | May 07, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 5,244 | 2,256 | 0.75% | 0.74% | 1255 | +83 | 1.61% | Q1 2026 | May 15, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 5,241 | 2,255 | 2.07% | 2.74% | 1256 | -2,043 | -28.05% | Q1 2026 | Apr 30, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 5,236 | 2,252 | 0.26% | 0.24% | 1257 | +13 | 0.25% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | Reduced | 5,273 | 2,251 | 0.04% | 0.07% | 1258 | -4,555 | -46.35% | Q1 2026 | May 06, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 5,222 | 2,246 | 0.8% | 0.73% | 1259 | -10 | -0.19% | Q1 2026 | May 05, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 5,213 | 2,243 | 0.17% | 0.15% | 1260 | -100 | -1.88% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,212 | 2,242 | 0.18% | 0.17% | 1261 | +699 | 15.49% | Q1 2026 | Apr 16, 2026 |
| Premier Financial Group | History | Reduced | 5,080 | 2,233 | 0.38% | 0.53% | 1262 | -70 | -1.36% | Q1 2026 | May 05, 2026 |
| Montecito Bank & Trust | History | Reduced | 5,186 | 2,231 | 0.37% | 0.34% | 1263 | -169 | -3.16% | Q1 2026 | Apr 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 5,180 | 2,228 | 0.13% | 0.15% | 1264 | +2,072 | 66.67% | Q1 2026 | Apr 22, 2026 |
| Innova Wealth Partners | History | Reduced | 5,176 | 2,227 | 1.05% | 3.28% | 1265 | -11,243 | -68.48% | Q1 2026 | Apr 24, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 5,176 | 2,227 | 1.0% | 0.86% | 1266 | +128 | 2.54% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 5,160 | 2,220 | 0.24% | 0.25% | 1267 | -688 | -11.76% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | New | 5,139 | 2,211 | 0.04% | — | 1268 | +5,139 | New | Q1 2026 | May 15, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 5,132 | 2,208 | 0.61% | 0.17% | 1269 | +3,605 | 236.08% | Q1 2026 | Apr 27, 2026 |
| Hodges Capital Management Inc. | History | Added to | 5,120 | 2,203 | 0.18% | 0.14% | 1270 | +880 | 20.75% | Q1 2026 | Apr 28, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 5,120 | 2,202 | 0.38% | 0.39% | 1271 | -472 | -8.44% | Q1 2026 | May 05, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 5,108 | 2,197 | 1.08% | 0.7% | 1272 | +1,668 | 48.49% | Q1 2026 | Apr 17, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 5,101 | 2,194 | 0.27% | 0.24% | 1273 | +218 | 4.46% | Q1 2026 | Apr 16, 2026 |
| Lansing Street Advisors | History | Added to | 5,095 | 2,192 | 0.55% | 0.51% | 1274 | +26 | 0.51% | Q1 2026 | Apr 28, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 5,072 | 2,182 | 1.49% | 1.63% | 1275 | -260 | -4.88% | Q1 2026 | May 04, 2026 |
| Alteri Wealth LLC | History | Reduced | 5,068 | 2,180 | 0.71% | 0.68% | 1276 | -190 | -3.61% | Q1 2026 | May 06, 2026 |
| LCNB CORP | History | Reduced | 5,057 | 2,175 | 0.73% | 0.73% | 1277 | -455 | -8.25% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | Added to | 5,051 | 2,173 | 0.3% | 0.26% | 1278 | +37 | 0.74% | Q1 2026 | May 12, 2026 |
| Greenline Partners, LLC | History | No change | 5,049 | 2,172 | 0.23% | 0.23% | 1279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ION Fund Management Ltd | History | Reduced | 5,045 | 2,170 | 0.31% | 0.3% | 1280 | -1,490 | -22.8% | Q1 2026 | May 15, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 5,016 | 2,158 | 0.37% | 0.33% | 1281 | +90 | 1.83% | Q1 2026 | Apr 21, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 5,012 | 2,156 | 0.87% | 0.79% | 1282 | -50 | -0.99% | Q1 2026 | Apr 08, 2026 |
| NWI MANAGEMENT LP | History | No change | 5,000 | 2,151 | 0.12% | 0.09% | 1283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 5,000 | 2,151 | 0.22% | 0.21% | 1284 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 4,998 | 2,150 | 0.03% | 0.03% | 1285 | -52 | -1.03% | Q1 2026 | Apr 27, 2026 |
| COMMONS CAPITAL, LLC | History | Reduced | 4,986 | 2,145 | 1.79% | 1.62% | 1286 | -1,109 | -18.2% | Q1 2026 | Apr 30, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 4,981 | 2,143 | 0.04% | 0.04% | 1287 | -93 | -1.83% | Q1 2026 | Apr 15, 2026 |
| ARS Investment Partners, LLC | History | No change | 4,979 | 2,142 | 0.11% | 0.12% | 1288 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Empirical Finance, LLC | History | Reduced | 4,945 | 2,127 | 0.1% | 0.14% | 1289 | -2,500 | -33.58% | Q1 2026 | May 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 4,942 | 2,126 | 0.35% | 0.32% | 1290 | -38 | -0.76% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 4,925 | 2,119 | 0.3% | 0.38% | 1292 | -1,089 | -18.11% | Q1 2026 | May 08, 2026 |
| Finer Wealth Management, Inc. | History | Added to | 4,925 | 2,119 | 1.06% | 0.9% | 1291 | +238 | 5.08% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 4,918 | 2,116 | 0.14% | 0.1% | 1293 | +1,183 | 31.67% | Q1 2026 | Apr 21, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 4,918 | 2,116 | 0.22% | 0.2% | 1294 | +20 | 0.41% | Q1 2026 | May 12, 2026 |
| Grandview Asset Management LLC | History | Reduced | 4,791 | 2,115 | 0.62% | 0.52% | 1295 | -31 | -0.64% | Q1 2026 | May 07, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 4,715 | 2,098 | 0.29% | 0.36% | 1296 | -89 | -1.85% | Q1 2026 | May 11, 2026 |
| Capital Markets Trading UK LLP | History | Added to | 4,873 | 2,097 | 0.03% | 0.0% | 1297 | +4,318 | 778.02% | Q1 2026 | May 15, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 4,872 | 2,096 | 0.21% | 0.18% | 1298 | +100 | 2.1% | Q1 2026 | May 15, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 4,851 | 2,087 | 0.45% | — | 1299 | +4,851 | New | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 4,826 | 2,076 | 0.02% | 0.02% | 1300 | +126 | 2.68% | Q1 2026 | May 01, 2026 |
| Darden Wealth Group Inc | History | Added to | 4,824 | 2,075 | 1.06% | 0.79% | 1301 | +701 | 17.0% | Q1 2026 | May 08, 2026 |
| Aspen Investment Management Inc | History | Reduced | 4,816 | 2,072 | 0.63% | 0.85% | 1302 | -2,295 | -32.27% | Q1 2026 | Apr 15, 2026 |
| DeDora Capital, Inc. | History | Reduced | 4,812 | 2,070 | 0.51% | 0.46% | 1303 | -130 | -2.63% | Q1 2026 | Apr 27, 2026 |
| Inspire Advisors, LLC | History | Reduced | 4,803 | 2,066 | 0.17% | 0.18% | 1304 | -84 | -1.72% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Reduced | 4,796 | 2,063 | 0.08% | 0.08% | 1305 | -56 | -1.15% | Q1 2026 | Apr 28, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 4,778 | 2,055 | 1.23% | 1.33% | 1306 | -19 | -0.4% | Q1 2026 | May 06, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 4,756 | 2,046 | 0.08% | 0.05% | 1308 | +580 | 13.89% | Q1 2026 | Apr 21, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | History | Reduced | 4,756 | 2,046 | 0.68% | 0.62% | 1307 | -120 | -2.46% | Q1 2026 | Apr 02, 2026 |
| Game Creek Capital, LP | History | Reduced | 4,750 | 2,043 | 0.68% | 0.72% | 1309 | -775 | -14.03% | Q1 2026 | May 14, 2026 |
| Crumly & Associates Inc. | History | Added to | 4,750 | 2,043 | 0.43% | 0.39% | 1310 | +60 | 1.28% | Q1 2026 | Apr 02, 2026 |
| Values First Advisors, Inc. | History | Added to | 4,734 | 2,037 | 1.06% | 0.88% | 1311 | +455 | 10.63% | Q1 2026 | Apr 17, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 4,726 | 2,033 | 0.35% | 0.32% | 1312 | +85 | 1.83% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,707 | 2,025 | 0.04% | 0.04% | 1313 | +26 | 0.56% | Q1 2026 | Apr 15, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 4,705 | 2,024 | 0.74% | 0.7% | 1314 | -302 | -6.03% | Q1 2026 | May 04, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 4,679 | 2,013 | 1.24% | 1.11% | 1315 | +45 | 0.97% | Q1 2026 | Apr 16, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 4,617 | 2,011 | 0.64% | 0.36% | 1316 | +2,014 | 77.37% | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 4,636 | 1,994 | 0.06% | 0.04% | 1317 | +925 | 24.93% | Q1 2026 | Apr 23, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 4,608 | 1,989 | 1.16% | 2.07% | 1318 | -2,573 | -35.83% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | Added to | 4,620 | 1,988 | 0.35% | 0.3% | 1319 | +565 | 13.93% | Q1 2026 | Apr 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,618 | 1,987 | 0.07% | 0.05% | 1320 | +880 | 23.54% | Q1 2026 | Apr 17, 2026 |
| Manchester Capital Management LLC | History | Reduced | 4,608 | 1,982 | 0.29% | 0.35% | 1321 | -1,974 | -29.99% | Q1 2026 | May 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 4,599 | 1,978 | 0.22% | 0.24% | 1322 | -853 | -15.65% | Q1 2026 | May 11, 2026 |
| Hudson Capital Management LLC | History | Reduced | 4,596 | 1,977 | 0.51% | 0.47% | 1323 | -176 | -3.69% | Q1 2026 | Apr 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 4,590 | 1,975 | 0.07% | 0.06% | 1324 | +202 | 4.6% | Q1 2026 | May 14, 2026 |
| Weaver Capital Management LLC | History | Reduced | 4,589 | 1,974 | 0.43% | 0.49% | 1325 | -1,233 | -21.18% | Q1 2026 | Apr 17, 2026 |
| Vienna Asset Management LLC | History | Reduced | 4,571 | 1,966 | 1.53% | 1.77% | 1326 | -3,311 | -42.01% | Q1 2026 | May 12, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 4,568 | 1,965 | 0.34% | 0.33% | 1327 | -391 | -7.88% | Q1 2026 | May 13, 2026 |
| Fidelis Wealth Advisors LLC | History | Added to | 4,558 | 1,961 | 2.86% | 2.55% | 1329 | +126 | 2.84% | Q1 2026 | May 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 4,559 | 1,961 | 0.59% | 0.56% | 1328 | +19 | 0.42% | Q1 2026 | Apr 06, 2026 |
| Northstar Advisory Group, LLC | History | New | 4,555 | 1,959 | 0.73% | — | 1331 | +4,555 | New | Q1 2026 | Apr 08, 2026 |
| Wealth Quarterback LLC | History | Reduced | 4,553 | 1,959 | 0.77% | 0.74% | 1330 | -620 | -11.99% | Q1 2026 | Apr 09, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 4,550 | 1,957 | 0.21% | 1.78% | 1332 | -42,650 | -90.36% | Q1 2026 | May 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 4,568 | 1,938 | 0.41% | 0.47% | 1333 | -387 | -7.81% | Q1 2026 | May 01, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 4,494 | 1,933 | 1.09% | 0.69% | 1334 | +1,366 | 43.67% | Q1 2026 | Apr 28, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 4,486 | 1,930 | 0.32% | 0.45% | 1335 | -2,239 | -33.29% | Q1 2026 | Apr 29, 2026 |
| Elevation Advisory Partners LLC | History | New | 4,050 | 1,928 | 1.8% | — | 1337 | +4,050 | New | Q1 2026 | May 08, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 4,482 | 1,928 | 0.27% | 0.23% | 1336 | +214 | 5.01% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,457 | 1,917 | 0.2% | 0.18% | 1338 | -13 | -0.29% | Q1 2026 | May 11, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 4,450 | 1,914 | 2.19% | 2.01% | 1339 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 4,442 | 1,911 | 0.09% | 0.04% | 1340 | +1,941 | 77.61% | Q1 2026 | May 11, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 4,438 | 1,909 | 0.45% | 0.41% | 1341 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 4,429 | 1,905 | 1.93% | 1.77% | 1342 | -433 | -8.91% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,422 | 1,902 | 0.14% | 0.14% | 1343 | -950 | -17.68% | Q1 2026 | Apr 16, 2026 |
| Lexington Hill Partners, LLC | History | No change | 4,421 | 1,902 | 1.08% | 1.32% | 1344 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4,411 | 1,898 | 0.11% | 0.11% | 1345 | -589 | -11.78% | Q1 2026 | Apr 20, 2026 |
| Community Bank, N.A. | History | No change | 4,399 | 1,892 | 0.23% | 0.21% | 1346 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 4,773 | 1,891 | 0.15% | 0.15% | 1347 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 4,387 | 1,887 | 1.37% | 1.27% | 1349 | +1,369 | 45.36% | Q1 2026 | Apr 23, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 4,387 | 1,887 | 0.21% | 0.18% | 1348 | +5 | 0.11% | Q1 2026 | Apr 15, 2026 |
| Towne Trust Company, N.A | History | Added to | 4,380 | 1,884 | 0.61% | 0.46% | 1350 | +621 | 16.52% | Q1 2026 | Apr 22, 2026 |
| Wells Financial Advisors INC | History | Reduced | 4,370 | 1,880 | 8.55% | 7.45% | 1351 | -5,523 | -55.83% | Q1 2026 | May 07, 2026 |
| Broadleaf Partners, LLC | History | Added to | 4,364 | 1,877 | 0.44% | 0.1% | 1352 | +3,180 | 268.58% | Q1 2026 | May 14, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 4,310 | 1,875 | 0.29% | 0.35% | 1353 | -318 | -6.87% | Q1 2026 | Apr 23, 2026 |
| CrossGen Wealth, LLC | History | Added to | 4,349 | 1,871 | 1.64% | 1.47% | 1354 | +141 | 3.35% | Q1 2026 | Apr 22, 2026 |
| BAXTER BROS INC | History | Reduced | 4,347 | 1,870 | 0.23% | 0.24% | 1355 | -832 | -16.06% | Q1 2026 | Apr 28, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 4,720 | 1,870 | 0.27% | 0.27% | 1356 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 4,340 | 1,867 | 0.36% | 0.32% | 1357 | +120 | 2.84% | Q1 2026 | May 15, 2026 |
| Nilsine Partners, LLC | History | Reduced | 4,317 | 1,855 | 0.14% | 0.15% | 1358 | -73 | -1.66% | Q1 2026 | Apr 29, 2026 |
| Nicholson Wealth Management Group, LLC | History | Added to | 4,305 | 1,852 | 1.08% | 0.92% | 1359 | +329 | 8.27% | Q1 2026 | May 04, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 4,302 | 1,851 | 0.23% | 0.21% | 1360 | +1 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Waldron Private Wealth LLC | History | Added to | 4,289 | 1,845 | 0.07% | 0.06% | 1361 | +239 | 5.9% | Q1 2026 | Apr 10, 2026 |
| United Bank | History | Added to | 4,280 | 1,841 | 0.61% | 0.38% | 1362 | +1,439 | 50.65% | Q1 2026 | May 01, 2026 |
| Shearwater Capital LLC | History | No change | 4,278 | 1,840 | 0.96% | 0.97% | 1363 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 4,276 | 1,839 | 0.19% | 0.13% | 1364 | +901 | 26.7% | Q1 2026 | Apr 30, 2026 |
| Advisor OS, LLC | History | Added to | 4,270 | 1,837 | 0.13% | 0.13% | 1365 | +248 | 6.17% | Q1 2026 | May 07, 2026 |
| PlanVest Financial, Inc | History | New | 4,267 | 1,836 | 1.4% | — | 1366 | +4,267 | New | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | Reduced | 4,262 | 1,833 | 1.1% | 1.33% | 1367 | -856 | -16.73% | Q1 2026 | May 13, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 4,255 | 1,830 | 1.06% | 1.04% | 1368 | -27 | -0.63% | Q1 2026 | Apr 24, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 4,247 | 1,827 | 0.16% | 0.19% | 1369 | -1,000 | -19.06% | Q1 2026 | May 01, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 4,244 | 1,826 | 0.76% | 0.65% | 1370 | -778 | -15.49% | Q1 2026 | May 01, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 4,240 | 1,824 | 0.8% | 0.72% | 1371 | +220 | 5.47% | Q1 2026 | Apr 27, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 4,228 | 1,819 | 0.86% | 0.58% | 1372 | +159 | 3.91% | Q1 2026 | Apr 27, 2026 |
| Cedarwood Wealth LLC | History | Added to | 4,226 | 1,818 | 1.84% | 2.0% | 1373 | +356 | 9.2% | Q1 2026 | May 05, 2026 |
| MFA Wealth Services | History | Added to | 4,222 | 1,816 | 1.2% | 1.07% | 1374 | +206 | 5.13% | Q1 2026 | Apr 21, 2026 |
| PDS Planning, Inc | History | Reduced | 4,217 | 1,814 | 0.12% | 0.11% | 1375 | -101 | -2.34% | Q1 2026 | Apr 21, 2026 |
| Pandora Wealth, Inc. | History | No change | 4,575 | 1,813 | 1.1% | 1.1% | 1376 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 4,211 | 1,811 | 0.01% | 0.0% | 1377 | -43 | -1.01% | Q1 2026 | May 15, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 4,205 | 1,809 | 0.7% | 0.66% | 1378 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Added to | 4,200 | 1,807 | 0.88% | 0.7% | 1379 | +389 | 10.21% | Q1 2026 | May 15, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 4,195 | 1,805 | 1.84% | 1.41% | 1380 | +681 | 19.38% | Q1 2026 | Apr 10, 2026 |
| Harrington Investments, INC | History | Reduced | 4,191 | 1,803 | 0.95% | 0.85% | 1381 | -95 | -2.22% | Q1 2026 | Apr 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 4,189 | 1,802 | 0.16% | 0.14% | 1382 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First City Capital Management, Inc. | History | Reduced | 4,184 | 1,800 | 0.95% | 0.89% | 1383 | -50 | -1.18% | Q1 2026 | Apr 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 4,331 | 1,796 | 0.02% | 0.02% | 1384 | +16 | 0.37% | Q1 2026 | May 06, 2026 |
| Jupiter Wealth Management LLC | History | Reduced | 4,145 | 1,784 | 0.71% | 1.03% | 1385 | -1,000 | -19.44% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 4,500 | 1,783 | 0.01% | 0.01% | 1386 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Marnell Management LLC | History | Reduced | 4,121 | 1,773 | 0.62% | 1.29% | 1388 | -2,579 | -38.49% | Q1 2026 | May 14, 2026 |
| Busey Bank | History | Reduced | 4,122 | 1,773 | 0.05% | 0.04% | 1387 | -142 | -3.33% | Q1 2026 | Apr 28, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 4,120 | 1,772 | 1.24% | 1.74% | 1389 | -3,202 | -43.73% | Q1 2026 | Apr 30, 2026 |
| WASHINGTON TRUST Co | History | Added to | 4,111 | 1,768 | 0.06% | 0.05% | 1390 | +335 | 8.87% | Q1 2026 | Apr 06, 2026 |
| Daytona Street Capital LLC | History | Reduced | 4,017 | 1,765 | 1.36% | 1.24% | 1391 | -4 | -0.1% | Q1 2026 | Apr 10, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 4,089 | 1,759 | 0.12% | 0.11% | 1392 | -52 | -1.26% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 4,084 | 1,757 | 0.11% | 0.13% | 1393 | -652 | -13.77% | Q1 2026 | May 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 4,085 | 1,757 | 1.33% | 1.21% | 1394 | -78 | -1.87% | Q1 2026 | May 08, 2026 |
| WIM INVESTMENT MANAGEMENT Ltd | History | New | 4,071 | 1,751 | 0.52% | — | 1395 | +4,071 | New | Q1 2026 | May 11, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 4,066 | 1,750 | 0.45% | 0.41% | 1396 | -398 | -8.92% | Q1 2026 | Apr 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 4,067 | 1,749 | 0.25% | 0.23% | 1397 | +108 | 2.73% | Q1 2026 | May 11, 2026 |
| Columbia Asset Management | History | Added to | 4,055 | 1,744 | 0.33% | 0.28% | 1398 | +121 | 3.08% | Q1 2026 | Apr 20, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 4,048 | 1,741 | 0.76% | 0.43% | 1400 | +1,534 | 61.02% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 4,395 | 1,741 | 0.35% | 0.35% | 1399 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 4,043 | 1,739 | 0.44% | 1.43% | 1401 | -9,864 | -70.93% | Q1 2026 | Apr 17, 2026 |
| Claro Advisors Inc. | History | Added to | 4,036 | 1,736 | 0.21% | 0.17% | 1402 | +806 | 24.95% | Q1 2026 | Apr 21, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 4,029 | 1,733 | 0.18% | 0.19% | 1403 | -351 | -8.01% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Reduced | 4,017 | 1,728 | 0.05% | 0.05% | 1404 | -48 | -1.18% | Q1 2026 | Apr 06, 2026 |
| Stelac Advisory Services LLC | History | Added to | 4,005 | 1,723 | 0.35% | 0.46% | 1405 | +750 | 23.04% | Q1 2026 | May 08, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 3,983 | 1,713 | 0.13% | 0.07% | 1407 | +1,751 | 78.45% | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 3,981 | 1,713 | 0.04% | 0.04% | 1406 | -10 | -0.25% | Q1 2026 | Apr 15, 2026 |
| Hilltop National Bank | History | No change | 3,981 | 1,712 | 0.41% | 0.38% | 1408 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,976 | 1,710 | 0.12% | 0.1% | 1409 | +133 | 3.46% | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | Reduced | 3,946 | 1,697 | 0.09% | 0.08% | 1410 | -13 | -0.33% | Q1 2026 | Apr 23, 2026 |
| Krilogy Financial LLC | History | Reduced | 3,852 | 1,695 | 0.05% | 0.1% | 1411 | -2,170 | -36.03% | Q1 2026 | Apr 17, 2026 |
| BLB&B Advisors, LLC | History | Added to | 3,938 | 1,694 | 0.07% | 0.06% | 1412 | +438 | 12.51% | Q1 2026 | Apr 28, 2026 |
| Byrne Asset Management LLC | History | Reduced | 3,936 | 1,693 | 0.99% | 1.03% | 1413 | -795 | -16.8% | Q1 2026 | Apr 02, 2026 |
| RIA Advisory Group LLC | History | Added to | 3,933 | 1,692 | 0.4% | 0.17% | 1414 | +2,114 | 116.22% | Q1 2026 | Apr 23, 2026 |
| Diversified Enterprises, LLC | History | Added to | 3,922 | 1,687 | 0.09% | 0.08% | 1415 | +359 | 10.08% | Q1 2026 | May 14, 2026 |
| United Financial Planning Group LLC | History | Added to | 3,920 | 1,686 | 1.0% | 0.65% | 1416 | +1,226 | 45.51% | Q1 2026 | May 08, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 3,916 | 1,685 | 0.27% | 0.25% | 1417 | +12 | 0.31% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 3,906 | 1,680 | 0.23% | 0.21% | 1418 | +15 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 3,899 | 1,677 | 0.52% | 0.47% | 1419 | +62 | 1.62% | Q1 2026 | May 19, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 3,896 | 1,676 | 0.52% | 0.41% | 1420 | +768 | 24.55% | Q1 2026 | May 13, 2026 |
| Giverny Capital Inc. | History | No change | 3,876 | 1,667 | 0.06% | 0.05% | 1421 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invst, LLC | History | Added to | 3,866 | 1,663 | 0.19% | 0.13% | 1422 | +842 | 27.84% | Q1 2026 | May 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 3,863 | 1,662 | 0.02% | 0.02% | 1423 | +220 | 6.04% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | Added to | 3,857 | 1,659 | 0.27% | 0.12% | 1424 | +2,549 | 194.88% | Q1 2026 | May 15, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 3,850 | 1,656 | 1.46% | 1.51% | 1425 | -1,701 | -30.64% | Q1 2026 | May 04, 2026 |
| Glenview Trust Co | History | Added to | 3,838 | 1,651 | 0.03% | 0.02% | 1426 | +28 | 0.73% | Q1 2026 | May 08, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 3,824 | 1,645 | 0.28% | 0.25% | 1427 | -10 | -0.26% | Q1 2026 | Apr 29, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 3,810 | 1,639 | 0.51% | 0.48% | 1428 | +19 | 0.5% | Q1 2026 | Apr 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 3,792 | 1,631 | 0.17% | 0.13% | 1429 | +846 | 28.72% | Q1 2026 | May 04, 2026 |
| FCG Investment Co | History | New | 3,790 | 1,630 | 0.71% | — | 1433 | +3,790 | New | Q1 2026 | Apr 09, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,790 | 1,630 | 0.12% | 0.11% | 1432 | +163 | 4.49% | Q1 2026 | May 04, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 3,790 | 1,630 | 0.81% | 0.77% | 1431 | +125 | 3.41% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 3,934 | 1,630 | 0.05% | 0.05% | 1430 | +58 | 1.5% | Q1 2026 | May 11, 2026 |
| Summa Corp. | History | Reduced | 3,788 | 1,629 | 0.67% | 0.82% | 1434 | -1,021 | -21.23% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 3,784 | 1,628 | 0.03% | 0.03% | 1435 | -449 | -10.61% | Q1 2026 | May 04, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 3,723 | 1,620 | 0.48% | 0.51% | 1436 | +15 | 0.4% | Q1 2026 | Apr 16, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 3,758 | 1,617 | 0.18% | 0.19% | 1437 | -540 | -12.56% | Q1 2026 | Apr 24, 2026 |
| Summerhill Capital Management lnc. | History | New | 3,755 | 1,615 | 1.41% | — | 1438 | +3,755 | New | Q1 2026 | Apr 22, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 3,750 | 1,613 | 1.49% | 1.3% | 1439 | +22 | 0.59% | Q1 2026 | Apr 07, 2026 |
| Chemistry Wealth Management LLC | History | No change | 3,744 | 1,611 | 0.28% | 0.28% | 1440 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 3,750 | 1,610 | 0.05% | 0.01% | 1441 | +2,476 | 194.35% | Q1 2026 | Apr 08, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 3,740 | 1,609 | 0.16% | 0.15% | 1442 | -35 | -0.93% | Q1 2026 | May 08, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 3,738 | 1,607 | 0.07% | 0.06% | 1443 | +139 | 3.86% | Q1 2026 | Apr 21, 2026 |
| Finivi Inc. | History | Added to | 3,730 | 1,604 | 0.88% | 0.84% | 1444 | +45 | 1.22% | Q1 2026 | Apr 10, 2026 |
| Calamos Advisors LLC | History | New | 3,721 | 1,601 | 0.01% | — | 1447 | +3,721 | New | Q1 2026 | May 04, 2026 |
| VIAWEALTH, LLC | History | Added to | 3,723 | 1,601 | 0.89% | 0.8% | 1446 | +110 | 3.04% | Q1 2026 | May 11, 2026 |
| Calamos Wealth Management LLC | History | Added to | 3,721 | 1,601 | 0.06% | 0.05% | 1445 | +102 | 2.82% | Q1 2026 | May 04, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 3,713 | 1,597 | 0.89% | 0.78% | 1448 | -8 | -0.21% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS | History | Reduced | 3,705 | 1,594 | 0.05% | 0.05% | 1449 | -746 | -16.76% | Q1 2026 | May 12, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 3,706 | 1,594 | 0.98% | 1.03% | 1450 | -406 | -9.87% | Q1 2026 | Apr 21, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 3,700 | 1,592 | 0.24% | — | 1451 | +3,700 | New | Q1 2026 | Apr 24, 2026 |
| TRB Wealth Management, LLC | History | New | 3,700 | 1,592 | 0.23% | — | 1452 | +3,700 | New | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 3,698 | 1,591 | 0.27% | 0.25% | 1453 | -17 | -0.46% | Q1 2026 | May 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 3,694 | 1,589 | 0.08% | 0.07% | 1456 | +671 | 22.2% | Q1 2026 | Apr 16, 2026 |
| Bensler, LLC | History | Added to | 3,693 | 1,589 | 0.16% | 0.12% | 1455 | +543 | 17.24% | Q1 2026 | May 01, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 3,694 | 1,589 | 0.31% | 0.24% | 1454 | -326 | -8.11% | Q1 2026 | Apr 29, 2026 |
| American Capital Advisory, LLC | History | Reduced | 3,689 | 1,587 | 0.64% | 0.73% | 1457 | -550 | -12.97% | Q1 2026 | Apr 29, 2026 |
| Black Diamond Financial, LLC | History | Added to | 3,676 | 1,581 | 0.17% | 0.15% | 1458 | +109 | 3.06% | Q1 2026 | May 05, 2026 |
| MBA Advisors LLC | History | Reduced | 3,676 | 1,581 | 0.61% | 0.6% | 1459 | -57 | -1.53% | Q1 2026 | Apr 20, 2026 |
| One Wealth Advisors, LLC | History | Added to | 3,669 | 1,578 | 0.2% | 0.06% | 1460 | +2,416 | 192.82% | Q1 2026 | Apr 21, 2026 |
| URS Advisory LLC | History | Reduced | 3,660 | 1,574 | 1.15% | 1.75% | 1461 | -1,647 | -31.03% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 3,647 | 1,569 | 0.46% | 0.43% | 1462 | -22 | -0.6% | Q1 2026 | Apr 22, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 3,643 | 1,567 | 0.7% | 0.62% | 1463 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 3,641 | 1,566 | 0.74% | 1.88% | 1465 | -7,165 | -66.31% | Q1 2026 | May 14, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 3,640 | 1,566 | 0.23% | 0.22% | 1464 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Reduced | 3,636 | 1,564 | 0.09% | 0.09% | 1466 | -435 | -10.69% | Q1 2026 | Apr 28, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 3,632 | 1,562 | 0.5% | 0.38% | 1467 | +497 | 15.85% | Q1 2026 | Apr 23, 2026 |
| Hurley Capital, LLC | History | Added to | 3,619 | 1,557 | 0.83% | 0.79% | 1468 | +57 | 1.6% | Q1 2026 | May 06, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 3,620 | 1,557 | 1.38% | 1.28% | 1469 | +12 | 0.33% | Q1 2026 | May 15, 2026 |
| Pursuit Wealth Management LLC | History | No change | 3,930 | 1,557 | 1.34% | 1.34% | 1470 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mechanics Bank Trust Department | History | Added to | 3,612 | 1,554 | 0.22% | 0.16% | 1471 | +478 | 15.25% | Q1 2026 | Apr 09, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 3,600 | 1,549 | 0.21% | 0.3% | 1472 | -2,325 | -39.24% | Q1 2026 | Apr 08, 2026 |
| Chico Wealth RIA | History | No change | 3,600 | 1,549 | 0.95% | 0.93% | 1473 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 3,590 | 1,544 | 0.55% | 0.52% | 1474 | -62 | -1.7% | Q1 2026 | Apr 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,564 | 1,533 | 0.01% | — | 1475 | +3,564 | New | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,560 | 1,531 | 0.21% | 0.86% | 1476 | -12,413 | -77.71% | Q1 2026 | May 15, 2026 |
| Peak Wealth Management LLC | History | Reduced | 3,556 | 1,530 | 1.26% | 2.51% | 1477 | -4,034 | -53.15% | Q1 2026 | Apr 14, 2026 |
| TSFG, LLC | History | Added to | 3,551 | 1,528 | 0.23% | 0.21% | 1478 | +5 | 0.14% | Q1 2026 | Apr 27, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 3,540 | 1,523 | 0.81% | 0.89% | 1479 | -477 | -11.87% | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 3,537 | 1,522 | 0.17% | 0.15% | 1480 | +249 | 7.57% | Q1 2026 | Apr 16, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 3,518 | 1,514 | 0.36% | 0.34% | 1481 | -56 | -1.57% | Q1 2026 | Apr 20, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 3,507 | 1,509 | 0.43% | 0.35% | 1482 | +252 | 7.74% | Q1 2026 | Apr 16, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 3,500 | 1,506 | 0.0% | 0.0% | 1483 | -1,501 | -30.01% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Added to | 3,495 | 1,503 | 0.18% | 0.16% | 1484 | +225 | 6.88% | Q1 2026 | Apr 23, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Added to | 3,488 | 1,501 | 0.08% | 0.06% | 1485 | +70 | 2.05% | Q1 2026 | Apr 27, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 3,488 | 1,500 | 0.49% | 0.46% | 1486 | +25 | 0.72% | Q1 2026 | May 04, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 3,480 | 1,497 | 0.23% | 0.14% | 1487 | +1,323 | 61.34% | Q1 2026 | May 07, 2026 |
| Oder Investment Management, LLC | History | Reduced | 3,476 | 1,495 | 1.15% | 1.01% | 1488 | -59 | -1.67% | Q1 2026 | May 05, 2026 |
| SNS Financial Group, LLC | History | Added to | 3,473 | 1,494 | 0.13% | 0.11% | 1489 | +113 | 3.36% | Q1 2026 | Apr 14, 2026 |
| Ehrenkranz Partners L.P. | History | No change | 3,455 | 1,486 | 1.18% | 1.55% | 1490 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 3,442 | 1,481 | 0.08% | 0.07% | 1491 | +2 | 0.06% | Q1 2026 | May 12, 2026 |
| WELCH & FORBES LLC | History | Added to | 3,432 | 1,476 | 0.02% | 0.01% | 1492 | +830 | 31.9% | Q1 2026 | May 01, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 3,431 | 1,476 | 0.17% | 0.19% | 1493 | -173 | -4.8% | Q1 2026 | Apr 30, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 3,430 | 1,475 | 0.02% | — | 1494 | +3,430 | New | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 3,419 | 1,471 | 0.08% | 0.09% | 1495 | -499 | -12.74% | Q1 2026 | Apr 30, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 3,388 | 1,457 | 0.06% | 0.05% | 1496 | -176 | -4.94% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 3,383 | 1,455 | 0.24% | 0.46% | 1497 | -5,105 | -60.14% | Q1 2026 | May 15, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 3,380 | 1,454 | 0.05% | 0.04% | 1498 | +355 | 11.74% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,372 | 1,450 | 0.08% | 0.06% | 1499 | +529 | 18.61% | Q1 2026 | May 07, 2026 |
| SPROTT INC. | History | Reduced | 3,370 | 1,450 | 0.04% | 0.05% | 1500 | -507 | -13.08% | Q1 2026 | May 08, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 3,370 | 1,450 | 0.02% | 0.01% | 1501 | +40 | 1.2% | Q1 2026 | Apr 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 3,370 | 1,450 | 0.62% | 0.57% | 1502 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 3,368 | 1,449 | 0.08% | 0.06% | 1503 | +1,384 | 69.76% | Q1 2026 | Apr 17, 2026 |
| Benson Wealth Management INC | History | Reduced | 3,369 | 1,449 | 1.98% | 1.66% | 1504 | -387 | -10.3% | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, LLC | History | Added to | 3,365 | 1,448 | 0.26% | 0.2% | 1505 | +172 | 5.39% | Q1 2026 | May 11, 2026 |
| Sunpointe, LLC | History | New | 3,363 | 1,447 | 0.47% | — | 1506 | +3,363 | New | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,362 | 1,446 | 0.09% | 0.11% | 1507 | -1,055 | -23.88% | Q1 2026 | Apr 13, 2026 |
| Providence First Trust Co | History | Added to | 3,358 | 1,444 | 0.51% | 0.4% | 1508 | +414 | 14.06% | Q1 2026 | May 04, 2026 |
| Oceanside Advisors LLC | History | Reduced | 3,354 | 1,443 | 0.82% | 0.88% | 1509 | -316 | -8.61% | Q1 2026 | Apr 28, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 3,354 | 1,443 | 1.07% | 0.96% | 1510 | +92 | 2.82% | Q1 2026 | May 05, 2026 |
| 626 Financial, LLC | History | Reduced | 3,352 | 1,442 | 0.64% | 0.6% | 1511 | -150 | -4.28% | Q1 2026 | Apr 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 3,345 | 1,439 | 0.1% | 0.09% | 1512 | +173 | 5.45% | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 3,342 | 1,437 | 0.22% | 0.2% | 1514 | +49 | 1.49% | Q1 2026 | Apr 15, 2026 |
| Orgel Wealth Management, LLC | History | No change | 3,341 | 1,437 | 0.03% | 0.03% | 1513 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 3,335 | 1,435 | 0.2% | 0.25% | 1515 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 3,329 | 1,432 | 0.28% | 0.19% | 1516 | +926 | 38.54% | Q1 2026 | May 14, 2026 |
| Breachway Investments LLC | History | Added to | 3,268 | 1,430 | 1.37% | 1.18% | 1517 | +435 | 15.35% | Q1 2026 | Apr 13, 2026 |
| TTP Investments, Inc. | History | Added to | 3,317 | 1,427 | 0.59% | 0.1% | 1518 | +2,579 | 349.46% | Q1 2026 | Apr 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,309 | 1,423 | 0.04% | 0.04% | 1519 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 3,574 | 1,423 | 0.22% | 0.22% | 1520 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 3,304 | 1,421 | 0.66% | 0.73% | 1521 | -600 | -15.37% | Q1 2026 | Apr 08, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 3,303 | 1,421 | 1.18% | 1.1% | 1522 | -56 | -1.67% | Q1 2026 | May 08, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 3,299 | 1,419 | 0.84% | 1.0% | 1523 | -828 | -20.06% | Q1 2026 | Apr 16, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 3,310 | 1,418 | 0.35% | 0.27% | 1524 | +10 | 0.3% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 3,291 | 1,416 | 0.52% | 0.26% | 1526 | +1,479 | 81.62% | Q1 2026 | May 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 3,575 | 1,416 | 0.07% | 0.07% | 1525 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Tactive Advisors, LLC | History | Reduced | 3,289 | 1,415 | 0.4% | 0.57% | 1529 | -1,623 | -33.04% | Q1 2026 | Apr 16, 2026 |
| WINMILL & CO. INC | History | No change | 3,290 | 1,415 | 0.41% | 0.35% | 1527 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | No change | 3,289 | 1,415 | 1.16% | 0.91% | 1528 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 3,287 | 1,414 | 0.05% | 0.05% | 1530 | -294 | -8.21% | Q1 2026 | Apr 24, 2026 |
| Clark Wealth Partners | History | Reduced | 3,287 | 1,414 | 0.95% | 0.8% | 1531 | -37 | -1.11% | Q1 2026 | May 11, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 3,279 | 1,410 | 0.18% | 0.19% | 1533 | -244 | -6.93% | Q1 2026 | Apr 27, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 3,279 | 1,410 | 0.08% | 0.07% | 1532 | -37 | -1.12% | Q1 2026 | May 06, 2026 |
| RKL Wealth Management LLC | History | No change | 3,275 | 1,409 | 0.13% | 0.11% | 1534 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 3,267 | 1,405 | 0.34% | 0.23% | 1537 | +644 | 24.55% | Q1 2026 | Apr 17, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 3,266 | 1,405 | 0.13% | 0.13% | 1535 | -275 | -7.77% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 3,267 | 1,405 | 0.29% | 0.28% | 1536 | -46 | -1.39% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 3,280 | 1,402 | 0.08% | 0.1% | 1538 | -741 | -18.43% | Q1 2026 | Apr 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 3,252 | 1,399 | 0.03% | 0.02% | 1539 | +123 | 3.93% | Q1 2026 | May 01, 2026 |
| Westshore Wealth, LLC | History | No change | 3,530 | 1,398 | 0.46% | 0.46% | 1540 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Dunhill Financial, LLC | History | Added to | 3,244 | 1,396 | 0.33% | 0.26% | 1541 | +596 | 22.51% | Q1 2026 | May 06, 2026 |
| RB Capital Management, LLC | History | Added to | 3,243 | 1,395 | 0.3% | 0.24% | 1542 | +131 | 4.21% | Q1 2026 | May 14, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 3,234 | 1,391 | 0.16% | 0.15% | 1543 | -266 | -7.6% | Q1 2026 | Apr 17, 2026 |
| RMR Capital Management, LLC | History | No change | 3,231 | 1,390 | 1.0% | 0.92% | 1544 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Investment Advisory Group, LLC | History | Added to | 3,226 | 1,388 | 0.35% | 0.32% | 1545 | +40 | 1.26% | Q1 2026 | Apr 22, 2026 |
| Courage Miller Partners, LLC | History | New | 3,201 | 1,377 | 0.39% | — | 1546 | +3,201 | New | Q1 2026 | Apr 24, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 3,197 | 1,375 | 0.95% | 0.88% | 1547 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 3,197 | 1,375 | 0.08% | 0.08% | 1548 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 3,190 | 1,372 | 0.08% | 0.04% | 1549 | -7,494 | -70.14% | Q1 2026 | Apr 28, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 3,179 | 1,367 | 0.85% | 0.9% | 1550 | -1,023 | -24.35% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,289 | 1,363 | 0.05% | 0.04% | 1551 | +337 | 11.42% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,151 | 1,357 | 0.42% | 0.4% | 1552 | +6 | 0.19% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 3,148 | 1,354 | 0.21% | 0.19% | 1553 | +223 | 7.62% | Q1 2026 | May 07, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 3,137 | 1,349 | 0.26% | 0.28% | 1554 | +71 | 2.32% | Q1 2026 | May 15, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 3,129 | 1,346 | 0.26% | 0.24% | 1555 | -100 | -3.1% | Q1 2026 | May 01, 2026 |
| Pacific Center for Financial Services | History | Reduced | 3,127 | 1,345 | 0.34% | 0.3% | 1557 | -229 | -6.82% | Q1 2026 | May 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 3,128 | 1,345 | 0.15% | 0.13% | 1556 | -30 | -0.95% | Q1 2026 | Apr 28, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 3,112 | 1,339 | 0.26% | 0.26% | 1558 | -87 | -2.72% | Q1 2026 | May 12, 2026 |
| Clark Asset Management, LLC | History | Added to | 3,108 | 1,337 | 0.13% | 0.11% | 1559 | +516 | 19.91% | Q1 2026 | Apr 16, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 3,105 | 1,336 | 0.63% | 0.26% | 1560 | +1,406 | 82.75% | Q1 2026 | May 13, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 3,099 | 1,333 | 1.39% | 1.41% | 1561 | -393 | -11.25% | Q1 2026 | May 04, 2026 |
| Gerald Baker Financial Group LLC | History | New | 3,084 | 1,327 | 0.42% | — | 1566 | +3,084 | New | Q1 2026 | May 06, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 3,084 | 1,327 | 0.42% | 0.45% | 1565 | -436 | -12.39% | Q1 2026 | May 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 3,084 | 1,327 | 0.09% | 0.09% | 1562 | -368 | -10.66% | Q1 2026 | May 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 3,086 | 1,327 | 0.2% | 0.2% | 1564 | -264 | -7.88% | Q1 2026 | Apr 16, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 3,085 | 1,327 | 0.21% | 0.19% | 1563 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 3,083 | 1,326 | 0.4% | 0.39% | 1567 | -79 | -2.5% | Q1 2026 | Apr 28, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 3,082 | 1,326 | 0.72% | 0.69% | 1568 | -27 | -0.87% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 3,075 | 1,323 | 0.28% | 0.25% | 1569 | +285 | 10.22% | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 3,074 | 1,322 | 0.52% | 0.53% | 1570 | -240 | -7.24% | Q1 2026 | May 01, 2026 |
| Smart Portfolios, LLC | History | Reduced | 3,071 | 1,321 | 1.32% | 1.24% | 1571 | -69 | -2.2% | Q1 2026 | May 01, 2026 |
| Members Trust Co | History | Added to | 3,068 | 1,320 | 0.04% | 0.04% | 1572 | +11 | 0.36% | Q1 2026 | May 04, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | No change | 3,070 | 1,320 | 0.66% | 0.65% | 1573 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 3,066 | 1,319 | 0.33% | 0.3% | 1574 | +141 | 4.82% | Q1 2026 | May 07, 2026 |
| Global View Capital Management LLC | History | Reduced | 3,061 | 1,317 | 0.35% | 0.24% | 1575 | -142 | -4.43% | Q1 2026 | May 04, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 3,054 | 1,314 | 0.46% | 0.95% | 1577 | -3,482 | -53.27% | Q1 2026 | May 04, 2026 |
| Vericrest Private Wealth | History | Reduced | 3,056 | 1,314 | 1.18% | 1.1% | 1576 | -64 | -2.05% | Q1 2026 | May 06, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 3,042 | 1,308 | 0.09% | 0.1% | 1578 | -550 | -15.31% | Q1 2026 | Apr 28, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 3,031 | 1,304 | 0.13% | 0.1% | 1580 | +553 | 22.32% | Q1 2026 | May 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 3,031 | 1,304 | 0.29% | 0.23% | 1579 | +379 | 14.29% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | No change | 3,031 | 1,304 | 0.48% | 0.43% | 1581 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 3,029 | 1,303 | 0.28% | 0.27% | 1582 | -171 | -5.34% | Q1 2026 | May 08, 2026 |
| Oath Planning, LLC | History | Added to | 3,025 | 1,301 | 1.16% | 1.06% | 1583 | +319 | 11.79% | Q1 2026 | May 08, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 3,020 | 1,299 | 0.19% | 0.17% | 1584 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 3,016 | 1,297 | 0.19% | 0.16% | 1585 | +444 | 17.26% | Q1 2026 | Apr 21, 2026 |
| Cooper Financial Group | History | Added to | 3,014 | 1,296 | 0.13% | 0.11% | 1586 | +392 | 14.95% | Q1 2026 | Apr 07, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 3,007 | 1,294 | 0.16% | 0.17% | 1587 | -338 | -10.1% | Q1 2026 | May 08, 2026 |
| NFSG Corp | History | Added to | 3,006 | 1,293 | 0.21% | 0.17% | 1589 | +304 | 11.25% | Q1 2026 | May 05, 2026 |
| Hudock, Inc. | History | Reduced | 3,005 | 1,293 | 0.19% | 0.18% | 1588 | -69 | -2.24% | Q1 2026 | May 13, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 3,005 | 1,293 | 0.44% | 0.38% | 1590 | -68 | -2.21% | Q1 2026 | Apr 08, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 3,003 | 1,292 | 0.17% | 0.18% | 1591 | -236 | -7.29% | Q1 2026 | May 04, 2026 |
| DeepCurrents Investment Group LLC | History | New | 3,000 | 1,290 | 0.04% | — | 1597 | +3,000 | New | Q1 2026 | May 15, 2026 |
| Black Swift Group, LLC | History | Added to | 3,000 | 1,290 | 0.23% | 0.05% | 1593 | +2,250 | 300.0% | Q1 2026 | Apr 24, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 3,000 | 1,290 | 0.36% | 0.28% | 1594 | +200 | 7.14% | Q1 2026 | Apr 21, 2026 |
| Timber Creek Capital Management LLC | History | No change | 3,000 | 1,290 | 0.31% | 0.28% | 1592 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IvyRock Asset Management (HK) Ltd | History | No change | 3,000 | 1,290 | 0.73% | 0.63% | 1595 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wilmar Advisors LLC | History | No change | 3,000 | 1,290 | 1.12% | 0.93% | 1596 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,994 | 1,288 | 0.09% | 0.06% | 1598 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 2,992 | 1,287 | 0.24% | 0.21% | 1599 | -25 | -0.83% | Q1 2026 | Apr 30, 2026 |
| ENTREWEALTH, LLC | History | No change | 2,992 | 1,287 | 0.58% | 0.61% | 1600 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,985 | 1,284 | 0.04% | 0.03% | 1601 | -70 | -2.29% | Q1 2026 | May 14, 2026 |
| Volterra Technologies LP | History | Reduced | 2,983 | 1,283 | 0.16% | 2.78% | 1603 | -66,417 | -95.7% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 2,982 | 1,283 | 0.17% | 0.16% | 1602 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fiduciary Alliance LLC | History | Added to | 2,911 | 1,282 | 0.08% | 0.07% | 1604 | +66 | 2.32% | Q1 2026 | Apr 20, 2026 |
| GGM Financial LLC | History | No change | 2,970 | 1,277 | 0.59% | 0.57% | 1605 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 2,953 | 1,270 | 0.44% | 0.4% | 1606 | +64 | 2.22% | Q1 2026 | May 15, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 2,948 | 1,268 | 0.1% | 0.08% | 1607 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Canal Capital Management, LLC | History | Reduced | 2,933 | 1,262 | 0.17% | 0.24% | 1608 | -1,346 | -31.46% | Q1 2026 | Apr 27, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 2,932 | 1,261 | 0.2% | 0.19% | 1609 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Well Done, LLC | History | Added to | 2,924 | 1,258 | 0.18% | 0.13% | 1610 | +790 | 37.02% | Q1 2026 | Apr 14, 2026 |
| Klingman & Associates, LLC | History | Added to | 2,919 | 1,256 | 0.06% | 0.03% | 1612 | +1,107 | 61.09% | Q1 2026 | May 14, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 2,918 | 1,256 | 0.04% | 0.03% | 1611 | +95 | 3.37% | Q1 2026 | Apr 24, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 2,920 | 1,256 | 0.67% | 0.61% | 1613 | -89 | -2.96% | Q1 2026 | May 11, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 2,912 | 1,253 | 0.19% | 0.16% | 1614 | +260 | 9.8% | Q1 2026 | May 01, 2026 |
| Financial Partners Group, Inc | History | Reduced | 2,907 | 1,251 | 0.15% | 0.18% | 1616 | -644 | -18.14% | Q1 2026 | Apr 10, 2026 |
| King Wealth Management Group | History | Added to | 2,908 | 1,251 | 0.16% | 0.14% | 1615 | +12 | 0.41% | Q1 2026 | May 04, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 2,903 | 1,249 | 1.03% | 0.91% | 1617 | -13 | -0.45% | Q1 2026 | May 11, 2026 |
| Jacobsen Capital Management | History | No change | 2,898 | 1,246 | 0.42% | 0.37% | 1618 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 2,887 | 1,242 | 0.83% | 0.78% | 1620 | -36 | -1.23% | Q1 2026 | Apr 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 2,887 | 1,242 | 0.09% | 0.08% | 1619 | -15 | -0.52% | Q1 2026 | May 05, 2026 |
| WT Wealth Management | History | Reduced | 2,884 | 1,240 | 0.37% | 0.33% | 1621 | -6 | -0.21% | Q1 2026 | Apr 21, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 2,867 | 1,233 | 0.45% | 0.49% | 1622 | -815 | -22.13% | Q1 2026 | May 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 2,870 | 1,233 | 0.26% | 0.34% | 1623 | -213 | -6.91% | Q1 2026 | Apr 28, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 2,864 | 1,232 | 0.72% | 0.63% | 1625 | +122 | 4.45% | Q1 2026 | May 11, 2026 |
| M. Kraus & Co | History | No change | 2,865 | 1,232 | 0.36% | 0.32% | 1624 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,863 | 1,231 | 0.25% | 0.23% | 1626 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Empowered Funds, LLC | History | New | 2,857 | 1,229 | 0.01% | — | 1627 | +2,857 | New | Q1 2026 | May 14, 2026 |
| Royal Palms Capital LLC | History | New | 2,855 | 1,228 | 1.22% | — | 1631 | +2,855 | New | Q1 2026 | May 07, 2026 |
| Occidental Asset Management, LLC | History | Added to | 2,856 | 1,228 | 0.15% | 0.11% | 1630 | +491 | 20.76% | Q1 2026 | Apr 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 3,787 | 1,228 | 0.31% | 0.36% | 1629 | -212 | -5.3% | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | Added to | 2,856 | 1,228 | 0.06% | 0.05% | 1628 | +47 | 1.67% | Q1 2026 | May 05, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 2,852 | 1,227 | 0.54% | 0.51% | 1632 | -31 | -1.08% | Q1 2026 | May 05, 2026 |
| 55 North Private Wealth, LLC | History | No change | 2,845 | 1,224 | 0.31% | 0.3% | 1633 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 3,079 | 1,220 | 0.4% | 0.4% | 1634 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BSW Wealth Partners | History | Reduced | 2,835 | 1,219 | 0.15% | 0.17% | 1635 | -811 | -22.24% | Q1 2026 | Apr 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 2,828 | 1,216 | 1.09% | — | 1637 | +2,828 | New | Q1 2026 | Apr 21, 2026 |
| Tidemark, LLC | History | Added to | 2,828 | 1,216 | 0.31% | 0.31% | 1636 | +105 | 3.86% | Q1 2026 | May 07, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 5,050 | 1,211 | 0.27% | 0.2% | 1638 | +2,851 | 129.65% | Q1 2026 | May 13, 2026 |
| Petix & Botte Co | History | No change | 2,812 | 1,209 | 0.27% | 0.25% | 1639 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,850 | 1,206 | 0.0% | 0.0% | 1640 | -211 | -6.89% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 2,804 | 1,206 | 0.03% | 0.03% | 1643 | +111 | 4.12% | Q1 2026 | May 12, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 2,803 | 1,206 | 0.22% | 0.2% | 1641 | -29 | -1.02% | Q1 2026 | Apr 29, 2026 |
| Hartford Financial Management Inc. | History | No change | 2,805 | 1,206 | 0.31% | 0.29% | 1642 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Leo H. Evart, Inc. | History | New | 2,800 | 1,204 | 1.03% | — | 1647 | +2,800 | New | Q1 2026 | May 13, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 2,799 | 1,204 | 1.06% | 0.92% | 1645 | +175 | 6.67% | Q1 2026 | May 04, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 2,800 | 1,204 | 0.49% | 0.48% | 1644 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Granite FO LLC | History | No change | 2,800 | 1,204 | 0.71% | 0.59% | 1646 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TCFG Investment Advisors, LLC | History | New | 2,795 | 1,202 | 0.45% | — | 1649 | +2,795 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 2,795 | 1,202 | 0.45% | 0.42% | 1648 | +101 | 3.75% | Q1 2026 | Apr 23, 2026 |
| August Group Capital Ltd | History | Reduced | 2,792 | 1,201 | 1.39% | 1.5% | 1651 | -631 | -18.43% | Q1 2026 | May 14, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 3,031 | 1,201 | 0.25% | 0.25% | 1650 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 2,842 | 1,198 | 0.26% | 0.23% | 1652 | +237 | 9.1% | Q1 2026 | Apr 27, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Reduced | 2,776 | 1,194 | 0.95% | 0.99% | 1654 | -160 | -5.45% | Q1 2026 | May 05, 2026 |
| Allen Capital Group, LLC | History | No change | 3,015 | 1,194 | 0.11% | 0.11% | 1653 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BostonPremier Wealth LLC | History | No change | 2,774 | 1,193 | 0.62% | 0.56% | 1655 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 2,768 | 1,191 | 0.36% | 0.34% | 1656 | -69 | -2.43% | Q1 2026 | May 05, 2026 |
| Atwater Malick LLC | History | Reduced | 2,764 | 1,189 | 0.32% | 0.35% | 1657 | -400 | -12.64% | Q1 2026 | Apr 22, 2026 |
| GQG Partners LLC | History | New | 2,763 | 1,188 | 0.0% | — | 1658 | +2,763 | New | Q1 2026 | May 12, 2026 |
| LAM GROUP, INC. | History | Reduced | 2,755 | 1,185 | 0.65% | 0.64% | 1659 | -70 | -2.48% | Q1 2026 | Apr 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 2,753 | 1,184 | 0.08% | 0.07% | 1660 | +69 | 2.57% | Q1 2026 | Apr 28, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 2,743 | 1,180 | 0.66% | 0.63% | 1661 | -65 | -2.31% | Q1 2026 | Apr 16, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 2,738 | 1,178 | 0.06% | 0.06% | 1663 | -476 | -14.81% | Q1 2026 | May 15, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Reduced | 2,738 | 1,178 | 0.03% | 0.02% | 1662 | -4 | -0.15% | Q1 2026 | May 15, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 2,737 | 1,177 | 0.64% | 0.66% | 1664 | -276 | -9.16% | Q1 2026 | May 12, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 2,730 | 1,174 | 0.75% | 0.75% | 1665 | -197 | -6.73% | Q1 2026 | Apr 17, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 2,727 | 1,173 | 1.12% | 0.89% | 1666 | +197 | 7.79% | Q1 2026 | May 15, 2026 |
| VestGen Investment Management | History | Added to | 2,726 | 1,172 | 0.65% | 0.47% | 1667 | +572 | 26.56% | Q1 2026 | May 12, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 2,957 | 1,171 | 0.34% | 0.34% | 1668 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 2,717 | 1,168 | 0.1% | 0.15% | 1669 | -1,751 | -39.19% | Q1 2026 | Apr 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 2,715 | 1,168 | 0.25% | 0.25% | 1670 | -251 | -8.46% | Q1 2026 | May 12, 2026 |
| Cambria Investment Management, L.P. | History | New | 2,701 | 1,162 | 0.06% | — | 1672 | +2,701 | New | Q1 2026 | May 14, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 2,701 | 1,162 | 0.23% | 0.22% | 1671 | -177 | -6.15% | Q1 2026 | Apr 16, 2026 |
| Single Point Partners, LLC | History | No change | 2,700 | 1,161 | 0.23% | 0.21% | 1673 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| One Day In July LLC | History | Added to | 2,697 | 1,160 | 0.09% | 0.07% | 1674 | +584 | 27.64% | Q1 2026 | May 05, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 2,692 | 1,158 | 0.4% | 0.48% | 1675 | -421 | -13.52% | Q1 2026 | Apr 21, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 2,686 | 1,155 | 0.4% | 0.35% | 1676 | +43 | 1.63% | Q1 2026 | Apr 23, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 2,682 | 1,154 | 0.56% | 0.55% | 1677 | -47 | -1.72% | Q1 2026 | Apr 22, 2026 |
| Heritage Investment Group, Inc. | History | No change | 2,681 | 1,153 | 0.17% | 0.16% | 1678 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LVW Advisors, LLC | History | Added to | 2,678 | 1,152 | 0.11% | 0.06% | 1679 | +1,204 | 81.68% | Q1 2026 | Apr 20, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 2,671 | 1,149 | 0.69% | 0.67% | 1681 | -172 | -6.05% | Q1 2026 | May 07, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 2,671 | 1,149 | 0.04% | 0.03% | 1680 | +28 | 1.06% | Q1 2026 | May 15, 2026 |
| PYA Waltman Capital, LLC | History | Reduced | 2,670 | 1,148 | 0.32% | 0.38% | 1682 | -900 | -25.21% | Q1 2026 | May 13, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 2,666 | 1,147 | 0.47% | 0.46% | 1683 | -80 | -2.91% | Q1 2026 | Apr 27, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 2,665 | 1,146 | 0.63% | 0.69% | 1685 | -552 | -17.16% | Q1 2026 | Apr 28, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 2,664 | 1,146 | 0.35% | 0.3% | 1684 | +55 | 2.11% | Q1 2026 | Apr 28, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 2,662 | 1,145 | 0.29% | 0.45% | 1686 | -2,037 | -43.35% | Q1 2026 | Apr 17, 2026 |
| United Advisor Group, LLC | History | Reduced | 2,651 | 1,140 | 0.14% | 0.2% | 1687 | -1,298 | -32.87% | Q1 2026 | Apr 17, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 2,640 | 1,135 | 0.76% | 0.63% | 1688 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Miramar Capital, LLC | History | No change | 2,640 | 1,135 | 0.25% | 0.23% | 1689 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JB Capital LLC | History | Reduced | 2,634 | 1,133 | 0.05% | 0.05% | 1690 | -267 | -9.2% | Q1 2026 | Apr 27, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 2,630 | 1,131 | 0.68% | 0.6% | 1691 | +74 | 2.9% | Q1 2026 | Apr 22, 2026 |
| GREENLEAF TRUST | History | Added to | 2,626 | 1,129 | 0.01% | 0.01% | 1692 | +14 | 0.54% | Q1 2026 | Apr 27, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Reduced | 2,526 | 1,124 | 0.64% | 0.63% | 1693 | -50 | -1.94% | Q1 2026 | Apr 17, 2026 |
| NewSquare Capital LLC | History | New | 2,611 | 1,123 | 0.1% | — | 1694 | +2,611 | New | Q1 2026 | May 08, 2026 |
| Thomasville National Bank | History | No change | 2,827 | 1,120 | 0.07% | 0.07% | 1695 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WealthSpring Partners, LLC | History | Added to | 2,602 | 1,119 | 1.03% | 1.04% | 1696 | +34 | 1.32% | Q1 2026 | Apr 20, 2026 |
| Arcataur Capital Management LLC | History | Added to | 2,599 | 1,118 | 0.31% | 0.24% | 1697 | +464 | 21.73% | Q1 2026 | Apr 22, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 2,821 | 1,117 | 0.16% | 0.16% | 1698 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corps Capital Advisors, LLC | History | Added to | 2,593 | 1,115 | 0.97% | 0.86% | 1699 | +490 | 23.3% | Q1 2026 | May 14, 2026 |
| BANK OF HAWAII | History | Reduced | 2,586 | 1,112 | 0.06% | 0.07% | 1700 | -758 | -22.67% | Q1 2026 | May 14, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 2,586 | 1,112 | 0.14% | 0.15% | 1701 | -505 | -16.34% | Q1 2026 | May 04, 2026 |
| DBK Financial Counsel, LLC | History | No change | 2,807 | 1,112 | 0.85% | 0.85% | 1702 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 2,805 | 1,111 | 0.3% | 0.3% | 1703 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MBE Wealth Management, LLC | History | Added to | 2,576 | 1,108 | 0.46% | 0.42% | 1704 | +35 | 1.38% | Q1 2026 | Apr 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 2,572 | 1,106 | 0.13% | 0.11% | 1705 | +96 | 3.88% | Q1 2026 | May 01, 2026 |
| Sunstone Asset Management, L.P. | History | Added to | 2,560 | 1,101 | 1.29% | 0.83% | 1706 | +370 | 16.89% | Q1 2026 | May 14, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 2,556 | 1,099 | 1.01% | 1.04% | 1708 | +47 | 1.87% | Q1 2026 | May 05, 2026 |
| SAM Advisors, LLC | History | Added to | 2,556 | 1,099 | 0.34% | 0.32% | 1707 | +8 | 0.31% | Q1 2026 | Apr 29, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 2,550 | 1,097 | 0.74% | 0.63% | 1709 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 2,543 | 1,094 | 0.12% | 0.11% | 1710 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ORG Partners LLC | History | No change | 2,759 | 1,093 | 0.19% | 0.19% | 1711 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,538 | 1,092 | 0.08% | 0.03% | 1712 | +1,828 | 257.46% | Q1 2026 | May 19, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 2,536 | 1,091 | 0.13% | 0.05% | 1714 | +1,544 | 155.65% | Q1 2026 | Apr 08, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 2,537 | 1,091 | 0.04% | 0.04% | 1713 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 2,529 | 1,088 | 0.54% | 0.52% | 1715 | -78 | -2.99% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 2,527 | 1,087 | 0.03% | 0.03% | 1716 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DAVIS R M INC | History | Added to | 2,524 | 1,086 | 0.02% | 0.01% | 1717 | +420 | 19.96% | Q1 2026 | May 13, 2026 |
| Meadowbrook Advisors Group, LLC | History | Added to | 2,523 | 1,085 | 0.64% | 0.49% | 1718 | +323 | 14.68% | Q1 2026 | Apr 16, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,514 | 1,081 | 0.34% | 0.3% | 1719 | +102 | 4.23% | Q1 2026 | May 01, 2026 |
| WPWealth LLP | History | Added to | 2,514 | 1,081 | 0.17% | 0.16% | 1720 | +13 | 0.52% | Q1 2026 | May 11, 2026 |
| Forza Wealth Management, LLC | History | No change | 2,510 | 1,080 | 0.38% | 0.36% | 1721 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 2,508 | 1,079 | 0.14% | 0.13% | 1722 | +41 | 1.66% | Q1 2026 | Apr 27, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 2,503 | 1,077 | 0.35% | 0.37% | 1723 | -128 | -4.87% | Q1 2026 | Apr 20, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 2,499 | 1,075 | 0.47% | 0.47% | 1724 | -81 | -3.14% | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 2,492 | 1,072 | 0.12% | 0.12% | 1725 | -72 | -2.81% | Q1 2026 | Apr 15, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 2,489 | 1,070 | 0.1% | 0.1% | 1726 | -165 | -6.22% | Q1 2026 | Apr 16, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 2,485 | 1,069 | 0.07% | 0.06% | 1727 | -13 | -0.52% | Q1 2026 | Apr 27, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 2,468 | 1,068 | 0.85% | 1.02% | 1728 | -617 | -20.0% | Q1 2026 | May 14, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 2,463 | 1,059 | 0.37% | 0.35% | 1729 | +38 | 1.57% | Q1 2026 | Apr 08, 2026 |
| Pavion Blue Capital, LLC | History | No change | 2,461 | 1,058 | 0.46% | 0.4% | 1730 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Realta Investment Advisors | History | Added to | 2,451 | 1,054 | 0.37% | 0.17% | 1731 | +1,148 | 88.1% | Q1 2026 | Apr 22, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 2,422 | 1,054 | 0.85% | 0.73% | 1732 | +250 | 11.51% | Q1 2026 | Apr 08, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,441 | 1,050 | 0.04% | 0.03% | 1734 | +750 | 44.35% | Q1 2026 | Apr 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 2,441 | 1,050 | 0.1% | 0.1% | 1733 | -293 | -10.72% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 2,442 | 1,050 | 0.14% | 0.13% | 1735 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TME FINANCIAL, INC. | History | No change | 2,442 | 1,050 | 0.73% | 0.68% | 1736 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Added to | 2,439 | 1,049 | 0.01% | 0.01% | 1737 | +135 | 5.86% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 2,439 | 1,049 | 0.52% | 0.48% | 1740 | -76 | -3.02% | Q1 2026 | May 07, 2026 |
| Indie Asset Partners, LLC | History | Added to | 2,439 | 1,049 | 1.2% | 1.06% | 1739 | +47 | 1.96% | Q1 2026 | May 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,649 | 1,049 | 0.76% | 0.76% | 1738 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Old Port Advisors | History | Reduced | 2,436 | 1,048 | 0.24% | 0.25% | 1741 | -116 | -4.55% | Q1 2026 | Apr 06, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 2,429 | 1,045 | 0.57% | 0.53% | 1742 | -12 | -0.49% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,428 | 1,044 | 0.0% | 0.0% | 1743 | -1,202 | -33.11% | Q1 2026 | May 13, 2026 |
| ProVise Management Group, LLC | History | Reduced | 2,420 | 1,041 | 0.07% | 0.07% | 1744 | -30 | -1.22% | Q1 2026 | May 06, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 2,418 | 1,040 | 0.26% | 0.16% | 1745 | +1,317 | 119.62% | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | Reduced | 2,415 | 1,039 | 0.1% | 0.15% | 1746 | -317 | -11.6% | Q1 2026 | Apr 21, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 2,411 | 1,037 | 0.67% | 0.58% | 1747 | +200 | 9.05% | Q1 2026 | May 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 2,412 | 1,037 | 0.35% | 0.3% | 1748 | +88 | 3.79% | Q1 2026 | May 08, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 2,403 | 1,033 | 0.08% | 0.07% | 1749 | -80 | -3.22% | Q1 2026 | Apr 29, 2026 |
| Chesapeake Wealth Management | History | No change | 2,403 | 1,033 | 0.32% | 0.28% | 1750 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Southland Equity Partners LLC | History | Reduced | 2,391 | 1,028 | 0.2% | 0.19% | 1751 | -17 | -0.71% | Q1 2026 | Apr 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,588 | 1,025 | 0.03% | 0.03% | 1752 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AUCTUS ADVISORS LLC | History | Added to | 2,381 | 1,024 | 0.97% | 0.86% | 1753 | +15 | 0.63% | Q1 2026 | Apr 23, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 2,375 | 1,021 | 0.05% | 0.04% | 1754 | +684 | 40.45% | Q1 2026 | Apr 17, 2026 |
| MidFirst Bank | History | Added to | 2,371 | 1,020 | 0.08% | 0.07% | 1755 | +81 | 3.54% | Q1 2026 | May 15, 2026 |
| Convergence Financial, LLC | History | Added to | 2,367 | 1,018 | 0.11% | 0.08% | 1757 | +1,028 | 76.77% | Q1 2026 | May 11, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 2,367 | 1,018 | 0.16% | 0.14% | 1756 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Successful Portfolios LLC | History | Added to | 2,394 | 1,017 | 0.56% | 0.48% | 1758 | +100 | 4.36% | Q1 2026 | Apr 13, 2026 |
| Columbus Macro, LLC | History | Reduced | 2,361 | 1,015 | 0.11% | 0.13% | 1760 | -531 | -18.36% | Q1 2026 | Apr 21, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 2,361 | 1,015 | 0.23% | 0.21% | 1759 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Diesslin Group, Inc. | History | No change | 2,359 | 1,015 | 0.46% | 0.37% | 1761 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 2,358 | 1,014 | 0.2% | 0.18% | 1762 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,356 | 1,013 | 0.18% | 0.15% | 1763 | +352 | 17.56% | Q1 2026 | May 11, 2026 |
| Auxano Advisors, LLC | History | No change | 2,350 | 1,011 | 0.2% | 0.18% | 1764 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 2,349 | 1,010 | 0.56% | 0.51% | 1765 | -13 | -0.55% | Q1 2026 | May 07, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 2,344 | 1,008 | 0.12% | 0.12% | 1766 | -240 | -9.29% | Q1 2026 | May 14, 2026 |
| jvl associates llc | History | No change | 2,344 | 1,008 | 0.34% | 0.3% | 1767 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 2,341 | 1,007 | 0.06% | 0.05% | 1768 | -62 | -2.58% | Q1 2026 | May 14, 2026 |
| Apriem Advisors | History | Reduced | 2,342 | 1,007 | 0.1% | 0.09% | 1769 | -9 | -0.38% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 2,340 | 1,006 | 0.11% | 0.1% | 1770 | +150 | 6.85% | Q1 2026 | May 11, 2026 |
| Abacus Planning Group, Inc. | History | New | 2,324 | 999 | 0.13% | — | 1773 | +2,324 | New | Q1 2026 | Apr 07, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 2,324 | 999 | 0.35% | 0.34% | 1771 | -90 | -3.73% | Q1 2026 | Apr 20, 2026 |
| Caldwell Trust Co | History | No change | 2,322 | 999 | 0.09% | 0.08% | 1772 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Added to | 2,320 | 998 | 0.01% | 0.01% | 1774 | +640 | 38.1% | Q1 2026 | May 14, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 2,312 | 994 | 0.44% | 0.43% | 1775 | -130 | -5.32% | Q1 2026 | Apr 29, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 2,310 | 993 | 0.45% | 0.41% | 1776 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 2,262 | 990 | 0.13% | 0.12% | 1777 | -8 | -0.35% | Q1 2026 | Apr 20, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 2,491 | 987 | 0.03% | 0.03% | 1778 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fortis Advisors, LLC | History | Reduced | 2,293 | 986 | 0.49% | 0.5% | 1779 | -20 | -0.86% | Q1 2026 | May 14, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 2,290 | 985 | 0.36% | 0.32% | 1780 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 2,287 | 984 | 0.11% | 0.11% | 1781 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,276 | 979 | 0.0% | 0.0% | 1782 | -2,276 | -50.0% | Q1 2026 | May 04, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Reduced | 2,277 | 979 | 0.14% | 0.14% | 1784 | -194 | -7.85% | Q1 2026 | Apr 08, 2026 |
| Allegheny Financial Group | History | Added to | 2,277 | 979 | 0.13% | 0.13% | 1783 | +4 | 0.18% | Q1 2026 | Apr 16, 2026 |
| Heritage Trust Co | History | Reduced | 2,274 | 978 | 0.1% | 0.09% | 1786 | -50 | -2.15% | Q1 2026 | May 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 2,273 | 978 | 0.22% | 0.2% | 1785 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VANGUARD GROUP INC | History | No change | 2,464 | 976 | 0.0% | 0.0% | 1787 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Advisors | History | Added to | 2,268 | 975 | 0.04% | 0.02% | 1788 | +764 | 50.8% | Q1 2026 | May 13, 2026 |
| Strategic Advisors LLC | History | New | 2,264 | 974 | 0.16% | — | 1790 | +2,264 | New | Q1 2026 | May 14, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 2,265 | 974 | 0.2% | 0.16% | 1789 | -16 | -0.7% | Q1 2026 | May 14, 2026 |
| Intellus Advisors LLC | History | Reduced | 2,263 | 973 | 0.13% | 0.12% | 1791 | -22 | -0.96% | Q1 2026 | May 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,257 | 971 | 0.16% | 0.15% | 1792 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 2,450 | 970 | 0.11% | 0.11% | 1793 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 2,450 | 970 | 0.83% | 0.83% | 1794 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 2,254 | 969 | 0.05% | 0.05% | 1795 | +14 | 0.63% | Q1 2026 | May 07, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 2,250 | 968 | 0.2% | 0.21% | 1797 | -33 | -1.45% | Q1 2026 | May 06, 2026 |
| Oak Grove Capital LLC | History | No change | 2,250 | 968 | 0.08% | 0.11% | 1796 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LGL PARTNERS, LLC | History | Reduced | 2,245 | 966 | 0.4% | 0.46% | 1798 | -503 | -18.3% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 2,242 | 964 | 0.15% | 0.13% | 1799 | +194 | 9.47% | Q1 2026 | May 06, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 2,232 | 960 | 1.2% | 1.04% | 1800 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 2,230 | 959 | 0.1% | 0.11% | 1801 | -422 | -15.91% | Q1 2026 | May 07, 2026 |
| Estate Planners Group, LLC | History | Added to | 2,229 | 959 | 0.46% | 0.37% | 1802 | +55 | 2.53% | Q1 2026 | May 11, 2026 |
| True Vision MN LLC | History | Added to | 2,227 | 958 | 0.49% | 0.15% | 1803 | +1,459 | 189.97% | Q1 2026 | Apr 16, 2026 |
| Johnson Financial Group, LLC | History | New | 2,224 | 956 | 0.06% | — | 1804 | +2,224 | New | Q1 2026 | May 14, 2026 |
| Finward Bancorp | History | Reduced | 2,220 | 955 | 0.76% | 0.74% | 1805 | -170 | -7.11% | Q1 2026 | Apr 10, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 2,409 | 954 | 0.15% | 0.13% | 1806 | -192 | -7.38% | Q1 2026 | Apr 22, 2026 |
| M Wealth Management, LLC | History | Reduced | 2,210 | 950 | 0.8% | 0.83% | 1807 | -195 | -8.11% | Q1 2026 | May 15, 2026 |
| Lesa Sroufe & Co | History | Reduced | 2,198 | 946 | 0.64% | 0.65% | 1808 | -17 | -0.77% | Q1 2026 | Apr 27, 2026 |
| Essex Bank | History | Added to | 2,190 | 942 | 0.21% | 0.18% | 1809 | +75 | 3.55% | Q1 2026 | Apr 17, 2026 |
| Retirement Management Systems Inc. | History | Added to | 2,187 | 941 | 0.23% | 0.22% | 1810 | +21 | 0.97% | Q1 2026 | Apr 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 2,168 | 939 | 0.27% | 0.19% | 1811 | +693 | 46.98% | Q1 2026 | Apr 27, 2026 |
| Gradient Investments LLC | History | Added to | 2,180 | 938 | 0.01% | 0.01% | 1813 | +653 | 42.76% | Q1 2026 | Apr 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 2,182 | 938 | 0.08% | 0.05% | 1815 | +541 | 32.97% | Q1 2026 | May 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 2,182 | 938 | 0.16% | 0.15% | 1814 | -78 | -3.45% | Q1 2026 | May 08, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 2,180 | 938 | 0.06% | 0.05% | 1812 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 2,179 | 937 | 0.22% | 0.17% | 1816 | +278 | 14.62% | Q1 2026 | May 12, 2026 |
| Diversified Trust Co | History | Reduced | 2,168 | 932 | 0.02% | 0.02% | 1817 | -217 | -9.1% | Q1 2026 | Apr 16, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 2,165 | 931 | 0.13% | 0.13% | 1818 | -162 | -6.96% | Q1 2026 | May 13, 2026 |
| American Trust | History | Reduced | 2,157 | 928 | 0.08% | 0.1% | 1820 | -927 | -30.06% | Q1 2026 | May 01, 2026 |
| Strategic Advocates LLC | History | Reduced | 2,158 | 928 | 4.11% | 0.24% | 1821 | -243 | -10.12% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,159 | 928 | 0.02% | 0.02% | 1819 | -10 | -0.46% | Q1 2026 | Apr 16, 2026 |
| Crane Advisory, LLC | History | Reduced | 2,108 | 927 | 0.14% | 0.14% | 1823 | -21 | -0.99% | Q1 2026 | Apr 20, 2026 |
| MTM Investment Management, LLC | History | No change | 2,156 | 927 | 0.29% | 0.27% | 1822 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 2,151 | 926 | 0.02% | 0.02% | 1824 | -10 | -0.46% | Q1 2026 | May 12, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 2,150 | 925 | 0.17% | 1.21% | 1825 | -28,262 | -92.93% | Q1 2026 | Apr 21, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 2,149 | 924 | 0.01% | 0.01% | 1826 | -900 | -29.52% | Q1 2026 | May 15, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 2,148 | 924 | 0.12% | 0.11% | 1827 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Swan Global Investments, LLC | History | Reduced | 2,145 | 922 | 0.03% | 0.03% | 1829 | -100 | -4.45% | Q1 2026 | May 07, 2026 |
| LRI Investments, LLC | History | Added to | 2,145 | 922 | 0.08% | 0.07% | 1830 | +30 | 1.42% | Q1 2026 | Apr 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 2,144 | 922 | 0.06% | 0.05% | 1828 | +4 | 0.19% | Q1 2026 | Apr 27, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 2,144 | 922 | 0.14% | 0.13% | 1831 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 2,140 | 920 | 0.08% | — | 1832 | +2,140 | New | Q1 2026 | May 06, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,138 | 919 | 0.09% | 0.11% | 1833 | -792 | -27.03% | Q1 2026 | Apr 10, 2026 |
| Wolff Financial Management LLC | History | Reduced | 2,132 | 917 | 0.2% | 0.19% | 1834 | -1 | -0.05% | Q1 2026 | Apr 15, 2026 |
| Transcendent Capital Group LLC | History | Added to | 2,129 | 916 | 0.42% | 0.38% | 1835 | +34 | 1.62% | Q1 2026 | Apr 27, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 2,127 | 915 | 0.06% | 0.06% | 1836 | -117 | -5.21% | Q1 2026 | Apr 29, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 2,126 | 914 | 0.13% | 0.13% | 1837 | -9 | -0.42% | Q1 2026 | Apr 13, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 2,122 | 913 | 0.19% | 0.18% | 1838 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 2,120 | 912 | 0.05% | 0.06% | 1840 | -579 | -21.45% | Q1 2026 | Apr 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 2,121 | 912 | 0.05% | 0.04% | 1839 | +195 | 10.12% | Q1 2026 | Apr 20, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | Reduced | 2,116 | 910 | 0.24% | 0.24% | 1841 | -27 | -1.26% | Q1 2026 | May 11, 2026 |
| AVENIR CORP | History | No change | 2,114 | 909 | 0.11% | 0.09% | 1842 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,112 | 908 | 0.04% | 0.03% | 1843 | +147 | 7.48% | Q1 2026 | Apr 30, 2026 |
| Range Financial Group LLC | History | Reduced | 2,111 | 908 | 0.3% | 0.31% | 1844 | -121 | -5.42% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | Added to | 2,107 | 906 | 0.37% | 0.34% | 1845 | +52 | 2.53% | Q1 2026 | May 04, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 2,105 | 905 | 0.53% | 0.47% | 1846 | +42 | 2.04% | Q1 2026 | Apr 21, 2026 |
| Delta Accumulation, LLC | History | Added to | 2,100 | 903 | 0.08% | 0.01% | 1848 | +1,500 | 250.0% | Q1 2026 | May 08, 2026 |
| SEARLE & CO. | History | Added to | 2,100 | 903 | 0.23% | 0.14% | 1847 | +700 | 50.0% | Q1 2026 | May 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 2,095 | 901 | 0.04% | 0.04% | 1850 | -385 | -15.52% | Q1 2026 | Apr 14, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 2,095 | 901 | 0.42% | 0.41% | 1849 | -234 | -10.05% | Q1 2026 | Apr 27, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 2,094 | 901 | 0.94% | 0.87% | 1851 | -53 | -2.47% | Q1 2026 | May 12, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 2,078 | 899 | 0.03% | 0.08% | 1852 | +860 | 70.61% | Q1 2026 | May 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 2,091 | 899 | 0.0% | 0.0% | 1853 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 2,088 | 898 | 0.05% | 0.08% | 1854 | -2,062 | -49.69% | Q1 2026 | Apr 29, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 2,086 | 897 | 0.32% | 0.24% | 1855 | +392 | 23.14% | Q1 2026 | May 14, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 2,080 | 895 | 0.72% | 0.71% | 1857 | -5 | -0.24% | Q1 2026 | May 15, 2026 |
| Exeter Financial, LLC | History | No change | 2,082 | 895 | 0.37% | 0.35% | 1856 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lafayette Investments, Inc. | History | Reduced | 2,074 | 892 | 0.18% | 0.16% | 1858 | -17 | -0.81% | Q1 2026 | Apr 27, 2026 |
| Tannin Capital LLC | History | New | 2,072 | 891 | 0.65% | — | 1859 | +2,072 | New | Q1 2026 | May 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 2,069 | 890 | 0.1% | 0.19% | 1860 | -2,100 | -50.37% | Q1 2026 | Apr 21, 2026 |
| Rockingstone Advisors LLC | History | No change | 2,070 | 890 | 0.41% | 0.37% | 1861 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 2,067 | 889 | 0.59% | 0.55% | 1862 | -30 | -1.43% | Q1 2026 | Apr 09, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 2,066 | 888 | 0.25% | 0.26% | 1863 | -199 | -8.79% | Q1 2026 | Apr 30, 2026 |
| Wallace Hart LLC | History | Added to | 2,057 | 885 | 1.22% | 0.3% | 1864 | +1,038 | 101.86% | Q1 2026 | May 08, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 2,055 | 884 | 0.1% | 0.09% | 1865 | +17 | 0.83% | Q1 2026 | Apr 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 2,051 | 882 | 0.03% | 0.02% | 1866 | -95 | -4.43% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,047 | 881 | 0.01% | 0.02% | 1867 | -954 | -31.79% | Q1 2026 | May 01, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 2,048 | 881 | 0.34% | 0.44% | 1868 | -943 | -31.53% | Q1 2026 | Apr 24, 2026 |
| McAdam, LLC | History | Added to | 2,043 | 879 | 0.04% | 0.03% | 1869 | +378 | 22.7% | Q1 2026 | May 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,042 | 878 | 0.02% | 0.01% | 1872 | +100 | 5.15% | Q1 2026 | May 07, 2026 |
| Ledyard National Bank | History | Reduced | 2,041 | 878 | 0.08% | 0.07% | 1870 | -53 | -2.53% | Q1 2026 | Apr 24, 2026 |
| POTENTIA WEALTH | History | Added to | 2,042 | 878 | 0.34% | 0.3% | 1871 | +10 | 0.49% | Q1 2026 | May 11, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 2,040 | 877 | 0.57% | 0.52% | 1873 | +112 | 5.81% | Q1 2026 | Apr 14, 2026 |
| Tarbox Family Office, Inc. | History | No change | 2,029 | 873 | 0.14% | 0.13% | 1874 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CWS Financial Advisors, LLC | History | No change | 2,027 | 872 | 0.22% | 0.22% | 1875 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Eagle Capital Management, LLC | History | Added to | 2,024 | 871 | 0.34% | 0.28% | 1877 | +50 | 2.53% | Q1 2026 | Apr 20, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 2,025 | 871 | 0.07% | 0.07% | 1876 | -24 | -1.17% | Q1 2026 | Apr 01, 2026 |
| TritonPoint Partners, LLC | History | New | 2,023 | 870 | 0.32% | — | 1879 | +2,023 | New | Q1 2026 | Apr 28, 2026 |
| Drake & Associates, LLC | History | Reduced | 2,023 | 870 | 0.17% | 0.16% | 1878 | -44 | -2.13% | Q1 2026 | May 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 2,020 | 869 | 0.01% | 0.01% | 1880 | -112 | -5.25% | Q1 2026 | Apr 23, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 2,017 | 867 | 0.24% | 0.19% | 1881 | +157 | 8.44% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,556 | 866 | 0.36% | 0.21% | 1882 | +1,009 | 65.22% | Q1 2026 | Apr 14, 2026 |
| Gainplan LLC | History | Added to | 2,012 | 865 | 0.65% | 0.14% | 1883 | +1,058 | 110.9% | Q1 2026 | Apr 08, 2026 |
| Calder Financial LLC | History | Reduced | 1,975 | 864 | 0.86% | 0.79% | 1884 | -62 | -3.04% | Q1 2026 | Apr 07, 2026 |
| Merrion Investment Management Co, LLC | History | Added to | 2,000 | 860 | 0.46% | 0.32% | 1886 | +500 | 33.33% | Q1 2026 | Apr 23, 2026 |
| Invesco Ltd. | History | No change | 2,000 | 860 | 0.0% | 0.0% | 1885 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Purus Wealth Management, LLC | History | Added to | 1,992 | 857 | 0.27% | 0.24% | 1889 | +47 | 2.42% | Q1 2026 | Apr 15, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 1,993 | 857 | 0.09% | 0.08% | 1887 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 1,993 | 857 | 0.05% | 0.05% | 1888 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 1,989 | 855 | 0.07% | 0.13% | 1890 | -2,334 | -53.99% | Q1 2026 | Apr 08, 2026 |
| Cottage Street Advisors LLC | History | Added to | 1,988 | 855 | 0.37% | 0.14% | 1891 | +1,145 | 135.82% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 1,992 | 855 | 0.05% | 0.08% | 1892 | -855 | -30.03% | Q1 2026 | Apr 22, 2026 |
| Hyperion Capital Advisors LP | History | Reduced | 1,988 | 855 | 0.41% | 0.53% | 1893 | -750 | -27.39% | Q1 2026 | May 14, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 1,981 | 852 | 0.54% | 0.46% | 1894 | -35 | -1.74% | Q1 2026 | May 13, 2026 |
| Next Capital Management LLC | History | New | 1,979 | 851 | 0.26% | — | 1896 | +1,979 | New | Q1 2026 | May 07, 2026 |
| RMR Wealth Builders | History | Added to | 1,979 | 851 | 0.07% | 0.06% | 1895 | +122 | 6.57% | Q1 2026 | Apr 22, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,975 | 849 | 0.37% | 0.35% | 1897 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 1,907 | 848 | 0.05% | 0.04% | 1898 | +446 | 30.53% | Q1 2026 | Apr 20, 2026 |
| Smithfield Trust Co | History | No change | 1,970 | 847 | 0.04% | 0.03% | 1899 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 1,962 | 844 | 0.31% | 0.28% | 1900 | +20 | 1.03% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,944 | 836 | 0.01% | 0.01% | 1902 | -410 | -17.42% | Q1 2026 | Apr 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 1,945 | 836 | 0.31% | 0.29% | 1903 | -51 | -2.56% | Q1 2026 | May 06, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 1,945 | 836 | 0.04% | 0.03% | 1901 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 1,929 | 830 | 0.32% | 0.27% | 1906 | -885 | -31.45% | Q1 2026 | May 04, 2026 |
| Hirtle & Co., LLC | History | Reduced | 1,930 | 830 | 0.03% | 0.03% | 1904 | -4 | -0.21% | Q1 2026 | May 13, 2026 |
| Farmers National Bank | History | No change | 2,095 | 830 | 0.19% | 0.19% | 1905 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 1,925 | 828 | 0.12% | 0.13% | 1907 | -294 | -13.25% | Q1 2026 | Apr 20, 2026 |
| Goepper Burkhardt LLC | History | No change | 1,925 | 828 | 0.28% | 0.25% | 1908 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 1,925 | 828 | 0.12% | 0.11% | 1909 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,923 | 827 | 0.06% | 0.05% | 1911 | +624 | 48.04% | Q1 2026 | May 07, 2026 |
| Riverstone Advisors, LLC | History | No change | 1,923 | 827 | 0.41% | 0.36% | 1910 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rinkey Investments | History | Reduced | 1,920 | 826 | 0.21% | 0.2% | 1912 | -102 | -5.04% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 1,907 | 820 | 0.45% | 0.4% | 1913 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 1,899 | 817 | 0.27% | 0.28% | 1914 | -219 | -10.34% | Q1 2026 | Apr 03, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 1,895 | 815 | 0.08% | 0.1% | 1915 | -616 | -24.53% | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Reduced | 1,870 | 812 | 0.03% | 0.04% | 1916 | -920 | -32.97% | Q1 2026 | Apr 09, 2026 |
| North Capital, Inc. | History | Reduced | 1,887 | 811 | 0.69% | 0.64% | 1917 | -1 | -0.05% | Q1 2026 | Apr 30, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 2,042 | 809 | 0.06% | 0.06% | 1918 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 1,880 | 808 | 0.14% | 0.14% | 1919 | -50 | -2.59% | Q1 2026 | May 01, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 1,880 | 808 | 0.58% | 0.56% | 1920 | -33 | -1.73% | Q1 2026 | May 19, 2026 |
| Wernau Asset Management Inc. | History | Reduced | 1,871 | 805 | 0.56% | 0.44% | 1921 | -178 | -8.69% | Q1 2026 | Apr 22, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 1,870 | 804 | 0.22% | 0.07% | 1924 | +1,250 | 201.61% | Q1 2026 | May 07, 2026 |
| NOVEM GROUP | History | Added to | 1,870 | 804 | 0.09% | 0.08% | 1923 | +26 | 1.41% | Q1 2026 | Apr 10, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 1,870 | 804 | 0.03% | 0.03% | 1922 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| StrongBox Wealth, LLC | History | Added to | 1,864 | 802 | 0.26% | 0.21% | 1925 | +275 | 17.31% | Q1 2026 | May 08, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 2,020 | 800 | 0.05% | 0.05% | 1926 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 1,856 | 798 | 0.08% | 0.06% | 1927 | +151 | 8.86% | Q1 2026 | Apr 22, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,852 | 797 | 0.02% | 0.02% | 1928 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 1,851 | 796 | 0.26% | 0.4% | 1930 | -1,311 | -41.46% | Q1 2026 | Apr 08, 2026 |
| Capital Advantage, Inc. | History | Reduced | 1,851 | 796 | 0.1% | 0.12% | 1929 | -400 | -17.77% | Q1 2026 | Apr 10, 2026 |
| Momentum Wealth Planning, LLC | History | Added to | 1,850 | 796 | 0.71% | 0.56% | 1931 | +50 | 2.78% | Q1 2026 | May 07, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 1,846 | 794 | 0.1% | 0.09% | 1932 | +64 | 3.59% | Q1 2026 | Apr 28, 2026 |
| Essex LLC | History | No change | 1,847 | 794 | 0.14% | 0.13% | 1933 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 1,832 | 788 | 0.12% | 0.24% | 1934 | -1,673 | -47.73% | Q1 2026 | Apr 09, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 1,833 | 788 | 0.24% | 0.22% | 1935 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 1,831 | 787 | 0.4% | 0.39% | 1936 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bull Street Advisors, LLC | History | No change | 1,827 | 786 | 0.39% | 0.34% | 1937 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | Added to | 1,826 | 785 | 0.08% | 0.08% | 1938 | +10 | 0.55% | Q1 2026 | Apr 29, 2026 |
| Clarus Group, Inc. | History | No change | 1,825 | 785 | 0.28% | 0.26% | 1939 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 1,817 | 781 | 0.06% | 0.04% | 1941 | +317 | 21.13% | Q1 2026 | Apr 22, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 1,816 | 781 | 1.75% | 1.81% | 1942 | -226 | -11.07% | Q1 2026 | Apr 27, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 1,816 | 781 | 0.09% | 0.1% | 1940 | -140 | -7.16% | Q1 2026 | May 06, 2026 |
| Hendershot Investments Inc. | History | Added to | 1,813 | 780 | 0.1% | 0.08% | 1943 | +218 | 13.67% | Q1 2026 | Apr 27, 2026 |
| CLG LLC | History | Reduced | 1,812 | 779 | 0.19% | 0.19% | 1944 | -66 | -3.51% | Q1 2026 | May 14, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 1,807 | 777 | 0.45% | — | 1948 | +1,807 | New | Q1 2026 | Apr 08, 2026 |
| Main Street Research LLC | History | Added to | 1,806 | 777 | 0.05% | 0.02% | 1945 | +1,117 | 162.12% | Q1 2026 | Apr 30, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 1,806 | 777 | 0.04% | 0.03% | 1946 | +189 | 11.69% | Q1 2026 | May 15, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 1,806 | 777 | 0.25% | 0.24% | 1947 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 1,805 | 776 | 0.15% | 0.01% | 1949 | +1,727 | 2214.1% | Q1 2026 | Apr 14, 2026 |
| MKT Advisors LLC | History | Reduced | 1,799 | 776 | 0.26% | 0.27% | 1950 | -107 | -5.61% | Q1 2026 | Apr 10, 2026 |
| 4J Wealth Management LLC | History | Reduced | 1,802 | 775 | 0.44% | 0.44% | 1951 | -160 | -8.15% | Q1 2026 | May 05, 2026 |
| Hartree Partners, LP | History | New | 1,800 | 774 | 0.17% | — | 1952 | +1,800 | New | Q1 2026 | May 12, 2026 |
| Bell Bank | History | Added to | 1,798 | 773 | 0.03% | 0.03% | 1953 | +80 | 4.66% | Q1 2026 | Apr 23, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 1,798 | 773 | 0.27% | 0.25% | 1954 | +20 | 1.12% | Q1 2026 | Apr 29, 2026 |
| Falcon Wealth Planning | History | Added to | 1,795 | 772 | 0.05% | 0.04% | 1955 | +523 | 41.12% | Q1 2026 | Apr 20, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 1,791 | 770 | 0.45% | 0.39% | 1956 | -121 | -6.33% | Q1 2026 | May 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 1,789 | 769 | 0.2% | 0.18% | 1957 | +195 | 12.23% | Q1 2026 | Apr 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 1,783 | 767 | 0.41% | 0.36% | 1958 | +131 | 7.93% | Q1 2026 | May 13, 2026 |
| Cypress Capital Group | History | Reduced | 1,779 | 765 | 0.09% | 0.12% | 1959 | -819 | -31.52% | Q1 2026 | May 15, 2026 |
| Integrity Wealth Partners, LLC | History | New | 1,777 | 764 | 0.69% | — | 1960 | +1,777 | New | Q1 2026 | Apr 27, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 1,773 | 762 | 0.21% | 0.22% | 1961 | -230 | -11.48% | Q1 2026 | Apr 10, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 1,924 | 762 | 0.15% | 0.15% | 1962 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 1,770 | 761 | 0.17% | 0.36% | 1963 | -2,244 | -55.9% | Q1 2026 | Apr 28, 2026 |
| ProCore Advisors, LLC | History | Reduced | 1,757 | 756 | 1.16% | 0.93% | 1964 | -543 | -23.61% | Q1 2026 | Apr 23, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 1,756 | 755 | 0.04% | 0.03% | 1965 | +350 | 24.89% | Q1 2026 | Apr 17, 2026 |
| Williams & Novak, LLC | History | No change | 1,724 | 754 | 0.56% | 0.51% | 1966 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Missouri Trust & Investment Co | History | Added to | 1,749 | 752 | 0.22% | 0.04% | 1969 | +1,363 | 353.11% | Q1 2026 | May 14, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 1,748 | 752 | 0.28% | 0.19% | 1970 | +451 | 34.77% | Q1 2026 | May 18, 2026 |
| Human Investing LLC | History | Added to | 1,748 | 752 | 0.11% | 0.09% | 1967 | +159 | 10.01% | Q1 2026 | May 07, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 1,748 | 752 | 0.21% | 0.2% | 1968 | -4 | -0.23% | Q1 2026 | Apr 17, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 1,747 | 751 | 0.26% | 0.23% | 1972 | +137 | 8.51% | Q1 2026 | Apr 21, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,746 | 751 | 0.14% | 0.12% | 1971 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 1,683 | 750 | 0.34% | 0.26% | 1973 | +228 | 15.67% | Q1 2026 | Apr 23, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,743 | 749 | 0.22% | 0.21% | 1974 | +11 | 0.64% | Q1 2026 | May 05, 2026 |
| James J. Burns & Company, LLC | History | Added to | 1,740 | 748 | 0.1% | 0.07% | 1975 | +490 | 39.2% | Q1 2026 | Apr 17, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 1,740 | 747 | 0.16% | 0.75% | 1976 | -5,930 | -77.31% | Q1 2026 | Apr 08, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 1,736 | 746 | 0.14% | 0.15% | 1977 | -279 | -13.85% | Q1 2026 | Apr 23, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 1,736 | 746 | 0.29% | 0.28% | 1978 | -5 | -0.29% | Q1 2026 | May 11, 2026 |
| Aspen Wealth Management LLC | History | No change | 1,736 | 746 | 0.15% | 0.14% | 1979 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Greenland Capital Management LP | History | Reduced | 1,731 | 744 | 0.09% | 0.21% | 1980 | -3,269 | -65.38% | Q1 2026 | May 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 1,879 | 744 | 0.31% | 0.31% | 1981 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 1,727 | 743 | 0.55% | 0.5% | 1982 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 1,723 | 741 | 0.11% | 0.1% | 1984 | +20 | 1.17% | Q1 2026 | Apr 24, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 1,724 | 741 | 0.04% | 0.04% | 1983 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 1,717 | 738 | 0.25% | 0.25% | 1986 | -125 | -6.79% | Q1 2026 | Apr 09, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 1,716 | 738 | 0.34% | 0.32% | 1985 | -35 | -2.0% | Q1 2026 | Apr 15, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 1,715 | 737 | 0.49% | 0.28% | 1987 | +665 | 63.33% | Q1 2026 | Apr 22, 2026 |
| Asset One Wealth Management LLC | History | Added to | 1,717 | 737 | 0.08% | 0.1% | 1988 | +70 | 4.25% | Q1 2026 | May 12, 2026 |
| Envision Financial Transparency, LLC | History | New | 1,711 | 736 | 0.72% | — | 1989 | +1,711 | New | Q1 2026 | May 13, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 1,710 | 735 | 0.34% | — | 1992 | +1,710 | New | Q1 2026 | Apr 16, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Reduced | 1,709 | 735 | 0.23% | 0.26% | 1990 | -128 | -6.97% | Q1 2026 | May 15, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 1,709 | 735 | 0.69% | 0.65% | 1991 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 1,708 | 734 | 0.13% | 0.12% | 1994 | +39 | 2.34% | Q1 2026 | May 06, 2026 |
| Artemis Wealth Advisors, LLC | History | No change | 1,706 | 734 | 0.11% | 0.1% | 1993 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Paragon Capital Management Ltd | History | Added to | 1,701 | 731 | 0.15% | 0.13% | 1995 | +37 | 2.22% | Q1 2026 | Apr 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,843 | 730 | 0.21% | 0.21% | 1996 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 1,695 | 729 | 0.29% | 0.24% | 1997 | +144 | 9.28% | Q1 2026 | Apr 28, 2026 |
| Foster Group, Inc. | History | No change | 1,694 | 728 | 0.02% | 0.02% | 1998 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Wealth Management, LLC | History | No change | 1,694 | 728 | 0.4% | 0.36% | 1999 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 1,689 | 726 | 0.11% | 0.17% | 2000 | -928 | -35.46% | Q1 2026 | May 13, 2026 |