ISHARES GOLD TRUST - IAU
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.
Details.
Showing first 2,000 of
2,093 rows for faster page load.
Safety cap is enabled for server stability (2,000 max rows).
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 28,294,059 | 2,494,404 | 0.18% | 0.18% | 1 | -1,976,457 | -6.53% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 23,258,601 | 2,050,478 | 0.12% | 0.12% | 2 | -1,637,142 | -6.58% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 15,300,061 | 1,348,853 | 0.2% | 0.12% | 3 | +6,342,214 | 70.8% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 14,708,899 | 1,296,736 | 0.07% | 0.09% | 4 | -7,705,759 | -34.38% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,223,135 | 1,165,751 | 0.22% | 0.19% | 5 | +86,180 | 0.66% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 10,179,920 | 897,461 | 0.24% | 0.3% | 6 | -3,562,366 | -25.92% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,986,301 | 792,232 | 0.21% | 0.46% | 7 | -10,317,674 | -53.45% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 8,623,425 | 760,241 | 0.01% | 0.01% | 8 | +1,433,631 | 19.94% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,865,334 | 752,932 | 0.05% | 0.06% | 9 | -3,024,297 | -25.44% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 7,119,652 | 627,668 | 0.27% | 0.26% | 10 | -81,661 | -1.13% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,995,965 | 618,931 | 0.14% | 0.13% | 11 | -271,854 | -3.74% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,449,886 | 568,621 | 0.35% | 0.34% | 12 | -146,104 | -2.22% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,513,280 | 486,050 | 0.15% | 0.14% | 13 | -136,210 | -2.41% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 5,404,160 | 476,430 | 1.24% | 1.21% | 14 | -116,118 | -2.1% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 5,840,787 | 474,096 | 0.15% | 0.16% | 15 | -510,938 | -8.04% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,284,401 | 465,872 | 0.06% | 0.05% | 16 | +744,729 | 16.4% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,217,656 | 459,988 | 0.62% | 0.64% | 17 | -686,425 | -11.63% | Q1 2026 | Apr 27, 2026 |
| HRTG GPE, LLC | History | Added to | 4,508,493 | 397,468 | 50.89% | 32.71% | 18 | +1,344,833 | 42.51% | Q1 2026 | May 15, 2026 |
| Dai-ichi Life International Holdings LLC | History | New | 4,022 | 354,580 | 23.26% | — | 19 | +4,022 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,822,912 | 337,028 | 0.06% | 0.05% | 20 | -77,649 | -1.99% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 3,617,414 | 318,911 | 1.16% | 1.08% | 21 | -90,736 | -2.45% | Q1 2026 | Apr 24, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 3,614,120 | 318,620 | 0.21% | 0.32% | 22 | -2,994,795 | -45.31% | Q1 2026 | Apr 30, 2026 |
| Employees Retirement System of Texas | History | Added to | 3,293,500 | 290,355 | 2.54% | 0.16% | 23 | +3,049,000 | 1247.03% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,290,890 | 290,124 | 0.31% | 0.3% | 24 | -99,915 | -2.95% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,271,417 | 288,408 | 0.05% | 0.05% | 25 | -1,118,090 | -25.47% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,206,296 | 282,667 | 0.39% | 0.38% | 26 | -331,930 | -9.38% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Reduced | 3,158,609 | 278,462 | 0.39% | 0.39% | 27 | -123,607 | -3.77% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,700,347 | 237,832 | 0.32% | — | 28 | +2,700,347 | New | Q1 2026 | May 12, 2026 |
| Erste Asset Management GmbH | History | Added to | 2,655,650 | 225,544 | 2.09% | 1.76% | 29 | +70,000 | 2.71% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,735,976 | 222,079 | 0.38% | 0.38% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,416,160 | 212,992 | 0.37% | 0.37% | 31 | +5,305 | 0.22% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,225,073 | 196,162 | 0.18% | 0.18% | 32 | -207,215 | -8.52% | Q1 2026 | May 12, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 2,072,841 | 182,741 | 9.76% | 12.12% | 33 | -54,180 | -2.55% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,969,602 | 173,640 | 0.31% | 0.29% | 34 | -29,636 | -1.48% | Q1 2026 | May 14, 2026 |
| Permanens Capital L.P. | History | Added to | 1,885,466 | 166,221 | 21.41% | 11.88% | 35 | +763,004 | 67.98% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,844,642 | 162,623 | 0.02% | 0.02% | 36 | +1,494 | 0.08% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,838,164 | 162,052 | 0.02% | 0.03% | 37 | -1,376,336 | -42.82% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,800,107 | 158,697 | 0.03% | 0.01% | 38 | +1,306,890 | 264.97% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,785,793 | 157,432 | 0.23% | 0.25% | 39 | -296,463 | -14.24% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,771,318 | 156,150 | 0.68% | 0.59% | 40 | +46,193 | 2.68% | Q1 2026 | May 15, 2026 |
| Arnhold LLC | History | No change | 1,757,254 | 154,919 | 11.38% | 10.82% | 41 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 1,702,312 | 150,075 | 6.93% | 6.35% | 42 | -48,941 | -2.79% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,690,480 | 149,032 | 0.03% | 0.03% | 43 | -513,881 | -23.31% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,642,015 | 144,760 | 0.02% | 0.02% | 44 | +172,667 | 11.75% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 1,635,839 | 144,215 | 2.14% | 2.08% | 45 | -118,414 | -6.75% | Q1 2026 | May 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 1,575,158 | 138,865 | 0.4% | 0.35% | 46 | -36,664 | -2.27% | Q1 2026 | May 15, 2026 |
| Pennsylvania State University | History | Reduced | 1,574,099 | 138,772 | 72.54% | 72.84% | 47 | -157,233 | -9.08% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 1,569,661 | 138,381 | 5.33% | 4.86% | 48 | +42,385 | 2.78% | Q1 2026 | Apr 28, 2026 |
| AlTi Global, Inc. | History | Reduced | 1,566,989 | 138,145 | 3.0% | 2.76% | 49 | -21,255 | -1.34% | Q1 2026 | May 07, 2026 |
| MOON CAPITAL MANAGEMENT LP | History | No change | 1,559,604 | 137,494 | 83.01% | 78.76% | 50 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 1,490,283 | 131,383 | 10.13% | 9.04% | 51 | +36,818 | 2.53% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 1,389,406 | 122,489 | 0.14% | 0.14% | 52 | -60,229 | -4.15% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,373,536 | 121,090 | 0.13% | 0.21% | 53 | -946,133 | -40.79% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,348,186 | 118,856 | 0.19% | 0.17% | 54 | -27,070 | -1.97% | Q1 2026 | May 14, 2026 |
| ALLIANZ SE | History | Added to | 1,346,256 | 118,685 | 1.32% | 1.29% | 55 | +112,690 | 9.14% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,295,573 | 114,217 | 0.07% | 0.06% | 56 | +34,076 | 2.7% | Q1 2026 | May 08, 2026 |
| CRCM LP | History | Added to | 1,249,870 | 111,124 | 78.68% | 19.74% | 57 | +530,148 | 73.66% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,225,989 | 108,083 | 0.01% | 0.01% | 58 | +64,262 | 5.53% | Q1 2026 | May 12, 2026 |
| EMORY UNIVERSITY | History | Reduced | 1,184,463 | 104,422 | 39.05% | 61.22% | 59 | -6 | -0.0% | Q1 2026 | May 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 1,161,576 | 102,404 | 11.76% | 10.35% | 60 | +55,141 | 4.98% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,132,631 | 99,852 | 0.08% | 0.07% | 61 | -30,347 | -2.61% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,131,583 | 99,760 | 0.28% | 0.42% | 62 | -975,089 | -46.29% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,107,322 | 97,621 | 0.02% | 0.02% | 63 | -67,198 | -5.72% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 1,062,868 | 93,260 | 0.1% | 0.1% | 64 | -20,609 | -1.9% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,029,567 | 90,766 | 0.61% | 0.62% | 65 | -71,182 | -6.47% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,017,800 | 89,729 | 0.29% | 0.12% | 66 | +531,100 | 109.12% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,011,766 | 89,197 | 0.78% | 0.95% | 67 | -175,798 | -14.8% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 997,905 | 87,975 | 0.03% | 0.03% | 68 | -43,525 | -4.18% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 971,659 | 85,661 | 3.52% | 3.07% | 69 | +45,208 | 4.88% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 960,561 | 84,683 | 0.22% | 0.22% | 70 | -52,681 | -5.2% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Reduced | 924,593 | 81,512 | 1.6% | 1.62% | 71 | -92,617 | -9.11% | Q1 2026 | Apr 17, 2026 |
| FORBES J M & CO LLP | History | Reduced | 918,801 | 81,001 | 6.85% | 7.78% | 72 | -264,360 | -22.34% | Q1 2026 | Apr 16, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 917,288 | 80,868 | 6.7% | 7.75% | 73 | -124,713 | -11.97% | Q1 2026 | Apr 20, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 913,560 | 80,539 | 0.15% | 0.18% | 74 | -378,340 | -29.29% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 881,427 | 77,706 | 0.02% | 0.0% | 75 | +878,829 | 33827.14% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 874,505 | 77,096 | 0.19% | 0.25% | 76 | -493,893 | -36.09% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 843,846 | 74,393 | 0.73% | 1.08% | 77 | -514,687 | -37.89% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 843,005 | 74,319 | 0.15% | 0.17% | 78 | -201,308 | -19.28% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 839,600 | 74,019 | 0.05% | 0.06% | 79 | -448,700 | -34.83% | Q1 2026 | May 14, 2026 |
| Mizuho Securities Co. Ltd. | History | New | 830 | 73,173 | 0.95% | — | 80 | +830 | New | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 821,163 | 72,393 | 0.05% | 0.05% | 81 | +30,355 | 3.84% | Q1 2026 | May 12, 2026 |
| Circle Wealth Management, LLC | History | No change | 819,093 | 72,211 | 1.03% | 1.02% | 82 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 807,580 | 71,196 | 6.12% | 5.71% | 83 | -9,802 | -1.2% | Q1 2026 | Apr 07, 2026 |
| IMC-Chicago, LLC | History | Added to | 784,560 | 69,166 | 0.02% | 0.02% | 84 | +76,060 | 10.74% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 766,371 | 67,563 | 0.18% | 0.43% | 85 | -1,187,742 | -60.78% | Q1 2026 | May 14, 2026 |
| VCU Investment Management Co | History | No change | 761,798 | 67,160 | 97.91% | 72.64% | 86 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| National Philanthropic Trust | History | Reduced | 759,979 | 66,999 | 0.71% | 0.74% | 87 | -166,002 | -17.93% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 751,879 | 66,285 | 0.37% | 0.35% | 88 | +4,172 | 0.56% | Q1 2026 | May 15, 2026 |
| Hamilton Wealth, LLC | History | Added to | 742,179 | 65,430 | 4.64% | 4.23% | 89 | +468,115 | 170.8% | Q1 2026 | May 18, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 740,591 | 65,290 | 1.04% | 0.99% | 90 | -10,214 | -1.36% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 730,031 | 64,359 | 0.2% | 0.24% | 91 | -66,357 | -8.33% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 728,291 | 64,206 | 0.35% | 0.42% | 92 | -221,638 | -23.33% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 714,596 | 62,998 | 0.29% | 0.2% | 93 | -98,014 | -12.06% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 682,470 | 60,166 | 0.09% | 0.1% | 94 | -96,687 | -12.41% | Q1 2026 | May 15, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 680,458 | 59,989 | 5.1% | 5.73% | 95 | -121,966 | -15.2% | Q1 2026 | Apr 27, 2026 |
| Narwhal Capital Management | History | Reduced | 671,733 | 59,219 | 4.37% | 3.97% | 96 | -890 | -0.13% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 671,507 | 59,200 | 1.9% | 1.09% | 97 | -105,042 | -13.53% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 666,445 | 58,753 | 1.79% | 2.16% | 98 | -57,542 | -7.95% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 662,025 | 58,364 | 8.16% | 7.43% | 99 | -1,196 | -0.18% | Q1 2026 | May 11, 2026 |
| Twin Tree Management, LP | History | Reduced | 660,568 | 58,235 | 1.23% | 1.9% | 100 | -2,024,932 | -75.4% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 641,037 | 58,058 | 2.23% | 2.57% | 101 | -113,730 | -15.07% | Q1 2026 | Apr 24, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 656,355 | 57,864 | 0.71% | 0.58% | 102 | +22,503 | 3.55% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 639,925 | 56,415 | 0.29% | 0.33% | 103 | -92,678 | -12.65% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 625,626 | 55,155 | 0.68% | 0.87% | 104 | -192,696 | -23.55% | Q1 2026 | May 11, 2026 |
| GenWealth Group, Inc. | History | Reduced | 625,200 | 55,117 | 9.43% | 9.93% | 105 | -63,053 | -9.16% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 647,978 | 55,061 | 0.03% | 0.02% | 106 | +237,610 | 57.9% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 624,498 | 55,030 | 0.03% | 0.03% | 107 | -21,904 | -3.39% | Q1 2026 | Apr 30, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 620,632 | 54,714 | 0.86% | 0.74% | 108 | -5,087 | -0.81% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 605,145 | 53,318 | 0.05% | 0.05% | 109 | -30,971 | -4.87% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 599,408 | 52,843 | 0.2% | — | 110 | +599,408 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 595,990 | 52,542 | 0.39% | 0.42% | 111 | -53,164 | -8.19% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 592,810 | 52,262 | 0.2% | 0.19% | 112 | +30,796 | 5.48% | Q1 2026 | Apr 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 589,772 | 51,994 | 0.02% | 0.19% | 113 | -239,594 | -28.89% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 585,046 | 51,577 | 6.82% | 6.41% | 114 | +14,301 | 2.51% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 584,437 | 51,524 | 0.4% | 1.07% | 115 | -968,472 | -62.37% | Q1 2026 | Apr 07, 2026 |
| LM Advisors LLC | History | Added to | 4,533 | 51,413 | 0.81% | 0.96% | 116 | +194 | 4.47% | Q1 2026 | May 13, 2026 |
| Intellus Advisors LLC | History | Reduced | 576,422 | 50,817 | 6.94% | 6.32% | 117 | -10,174 | -1.73% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 566,853 | 49,973 | 1.04% | 1.04% | 118 | -5,486 | -0.96% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 565,578 | 49,861 | 0.57% | 0.35% | 119 | +183,591 | 48.06% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 547,969 | 48,308 | 0.27% | 0.49% | 120 | -1,173,507 | -68.17% | Q1 2026 | Apr 29, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 534,548 | 47,125 | 6.85% | 5.98% | 121 | +1,330 | 0.25% | Q1 2026 | Apr 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 530,161 | 46,738 | 0.13% | 0.09% | 122 | +122,708 | 30.12% | Q1 2026 | May 08, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | Reduced | 528,842 | 46,622 | 20.37% | 41.07% | 123 | -31,828 | -5.68% | Q1 2026 | Apr 21, 2026 |
| CADINHA & CO LLC | History | Reduced | 521,612 | 45,985 | 8.57% | 6.6% | 124 | -5,089 | -0.97% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 690,721 | 45,186 | 0.29% | 0.41% | 125 | -47,865 | -6.48% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 527,920 | 44,836 | 0.05% | 0.04% | 126 | +66,700 | 14.46% | Q1 2026 | Apr 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 483,758 | 42,648 | 5.84% | 5.62% | 127 | +14,344 | 3.06% | Q1 2026 | Apr 24, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | New | 482,015 | 42,494 | 45.63% | — | 128 | +482,015 | New | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 518,042 | 42,049 | 0.17% | 0.17% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 470,409 | 41,471 | 0.47% | 0.48% | 130 | -50,680 | -9.73% | Q1 2026 | Apr 20, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 464,273 | 40,922 | 5.51% | 4.72% | 131 | +2,820 | 0.61% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Reduced | 463,742 | 40,883 | 1.41% | 1.43% | 132 | -9,678 | -2.04% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 457,097 | 40,870 | 0.12% | 0.22% | 133 | +18,002 | 4.1% | Q1 2026 | May 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 458,291 | 40,402 | 0.68% | 0.54% | 134 | +40,715 | 9.75% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 455,470 | 40,154 | 0.21% | 0.18% | 135 | +147,746 | 48.01% | Q1 2026 | May 15, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 432,527 | 38,131 | 17.03% | 20.0% | 136 | -401,879 | -48.16% | Q1 2026 | Apr 09, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 430,216 | 37,927 | 10.91% | 9.43% | 137 | -2,202 | -0.51% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 429,338 | 37,850 | 0.01% | 0.01% | 138 | +29,209 | 7.3% | Q1 2026 | May 13, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 428,603 | 37,785 | 7.44% | 7.32% | 139 | -16,617 | -3.73% | Q1 2026 | May 12, 2026 |
| SPINNAKER TRUST | History | Added to | 417,219 | 36,782 | 2.04% | 1.81% | 140 | +1,191 | 0.29% | Q1 2026 | Apr 23, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 406,426 | 35,830 | 1.35% | 1.14% | 141 | +30,033 | 7.98% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 395,791 | 34,892 | 0.64% | 0.85% | 142 | -183,614 | -31.69% | Q1 2026 | May 07, 2026 |
| VPR Management LLC | History | No change | 395,430 | 34,861 | 13.93% | 14.3% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 393,940 | 34,729 | 2.63% | 0.48% | 144 | +316,940 | 411.61% | Q1 2026 | Apr 27, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 390,150 | 34,395 | 1.26% | 1.35% | 145 | -84,850 | -17.86% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 600,475 | 34,140 | 0.07% | 0.05% | 146 | +141,084 | 30.71% | Q1 2026 | Apr 08, 2026 |
| BFSG, LLC | History | Added to | 386,861 | 34,105 | 3.23% | 3.02% | 147 | +3,076 | 0.8% | Q1 2026 | Apr 28, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 386,566 | 34,079 | 4.89% | 6.68% | 148 | -214,669 | -35.7% | Q1 2026 | May 01, 2026 |
| West Family Investments, Inc. | History | Reduced | 384,343 | 34,066 | 11.94% | 8.08% | 149 | -37,828 | -8.96% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 380,997 | 33,588 | 0.06% | 0.01% | 150 | +359,118 | 1641.38% | Q1 2026 | May 01, 2026 |
| Independent Family Office, LLC | History | Reduced | 373,645 | 32,940 | 13.56% | 13.11% | 151 | -13,238 | -3.42% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 371,707 | 32,769 | 0.1% | 0.09% | 152 | -22,059 | -5.6% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 356,815 | 31,456 | 0.05% | 0.04% | 153 | +61,250 | 20.72% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 604,035 | 31,407 | 0.04% | 0.07% | 154 | -75,199 | -11.07% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 353,230 | 31,140 | 0.34% | 2.34% | 155 | -2,181,499 | -86.06% | Q1 2026 | Apr 20, 2026 |
| Quent Capital, LLC | History | Reduced | 353,069 | 31,126 | 2.21% | 2.43% | 156 | -62,305 | -15.0% | Q1 2026 | Apr 28, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 378,708 | 30,739 | 7.29% | 7.29% | 157 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 347,773 | 30,659 | 1.23% | 1.05% | 158 | +5,875 | 1.72% | Q1 2026 | May 04, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 345,594 | 30,467 | 5.36% | 5.3% | 159 | -3,645 | -1.04% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 343,318 | 30,266 | 0.41% | 0.52% | 160 | -103,710 | -23.2% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 342,473 | 30,192 | 0.55% | 0.6% | 161 | -67,893 | -16.54% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 341,183 | 30,078 | 0.26% | 0.22% | 162 | -22,327 | -6.14% | Q1 2026 | May 13, 2026 |
| New Harbor Financial Group, LLC | History | New | 341,055 | 30,067 | 5.3% | — | 163 | +341,055 | New | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 336,119 | 29,632 | 0.42% | 0.41% | 164 | +47,488 | 16.45% | Q1 2026 | May 12, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Reduced | 332,931 | 29,351 | 13.58% | 14.46% | 165 | -72,434 | -17.87% | Q1 2026 | Apr 13, 2026 |
| Dakota Wealth Management | History | Reduced | 328,928 | 28,998 | 0.63% | 0.49% | 166 | -13,594 | -3.97% | Q1 2026 | May 07, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 328,795 | 28,986 | 1.8% | 1.65% | 167 | -5,406 | -1.62% | Q1 2026 | Apr 22, 2026 |
| Quadrature Capital Ltd | History | New | 324,542 | 28,611 | 0.34% | — | 168 | +324,542 | New | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Added to | 324,168 | 28,579 | 3.59% | 3.27% | 169 | +8,964 | 2.84% | Q1 2026 | May 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 323,995 | 28,563 | 4.14% | 4.18% | 170 | -37,755 | -10.44% | Q1 2026 | Apr 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 323,632 | 28,531 | 1.17% | 1.03% | 171 | +18,508 | 6.07% | Q1 2026 | May 12, 2026 |
| VCI Wealth Management LLC | History | Reduced | 318,108 | 28,044 | 7.77% | 9.81% | 172 | -116,501 | -26.81% | Q1 2026 | Apr 21, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 316,911 | 27,938 | 1.41% | 1.49% | 173 | -41,520 | -11.58% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 315,598 | 27,823 | 0.32% | 0.31% | 174 | +3,589 | 1.15% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 315,082 | 27,777 | 0.22% | 0.34% | 175 | -39,441 | -11.13% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Added to | 306,341 | 27,007 | 0.41% | 0.37% | 176 | +11,130 | 3.77% | Q1 2026 | May 08, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 331,438 | 26,902 | 7.88% | 7.88% | 177 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 303,426 | 26,749 | 1.64% | 1.58% | 178 | +4,986 | 1.67% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 298,181 | 26,740 | 0.25% | 0.15% | 179 | +126,606 | 73.79% | Q1 2026 | Apr 07, 2026 |
| AMG National Trust Bank | History | Added to | 302,605 | 26,677 | 0.58% | 0.57% | 180 | +5,853 | 1.97% | Q1 2026 | May 04, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 301,595 | 26,588 | 3.36% | 3.74% | 181 | -80,603 | -21.09% | Q1 2026 | Apr 24, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 301,112 | 26,546 | 2.5% | 2.27% | 182 | -258 | -0.09% | Q1 2026 | Apr 02, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 296,941 | 26,178 | 12.97% | 16.76% | 183 | -99,576 | -25.11% | Q1 2026 | Apr 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 294,813 | 25,990 | 1.89% | 1.52% | 184 | +1,011 | 0.34% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 293,702 | 25,892 | 0.3% | 0.3% | 185 | -10,145 | -3.34% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 280,748 | 25,177 | 0.43% | 0.43% | 186 | -9,815 | -3.38% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 285,079 | 25,132 | 1.63% | 1.64% | 187 | -23,967 | -7.76% | Q1 2026 | Apr 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 284,994 | 25,125 | 2.82% | 3.01% | 188 | -54,352 | -16.02% | Q1 2026 | Apr 24, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 283,283 | 24,974 | 1.77% | 1.68% | 189 | +5,155 | 1.85% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 279,622 | 24,651 | 0.12% | 0.08% | 190 | +108,723 | 63.62% | Q1 2026 | May 11, 2026 |
| NKCFO LLC | History | No change | 279,400 | 24,632 | 7.3% | 6.56% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 278,308 | 24,535 | 3.26% | 2.93% | 192 | -5,975 | -2.1% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 277,084 | 24,427 | 0.58% | 0.59% | 193 | -19,199 | -6.48% | Q1 2026 | May 11, 2026 |
| Parker Investment Management, LLC | History | Reduced | 275,111 | 24,253 | 3.68% | 7.49% | 194 | -376,239 | -57.76% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 273,835 | 24,141 | 0.3% | 0.29% | 195 | -12,743 | -4.45% | Q1 2026 | Apr 28, 2026 |
| Modus Advisors, LLC | History | Reduced | 273,272 | 24,091 | 6.63% | 6.36% | 196 | -23,890 | -8.04% | Q1 2026 | May 04, 2026 |
| Cypress Capital Group | History | Reduced | 272,064 | 23,985 | 2.7% | 2.5% | 197 | -2,436 | -0.89% | Q1 2026 | May 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 268,896 | 23,705 | 1.59% | 1.89% | 198 | -69,443 | -20.52% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 259,921 | 22,914 | 1.15% | 1.2% | 199 | -37,664 | -12.66% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 259,905 | 22,913 | 0.09% | 0.08% | 200 | +4,405 | 1.72% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Reduced | 256,644 | 22,625 | 0.29% | 0.32% | 201 | -13,492 | -4.99% | Q1 2026 | May 15, 2026 |
| Cercano Management LLC | History | Reduced | 254,300 | 22,419 | 0.97% | 1.53% | 202 | -243,222 | -48.89% | Q1 2026 | May 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 254,287 | 22,417 | 0.32% | 0.24% | 203 | +74,163 | 41.17% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 253,669 | 22,363 | 1.41% | 1.42% | 204 | -8,499 | -3.24% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 248,381 | 21,897 | 0.25% | 0.27% | 205 | -41,391 | -14.28% | Q1 2026 | Apr 16, 2026 |
| Pictet North America Advisors SA | History | No change | 248,159 | 21,877 | 2.17% | 1.91% | 206 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 247,820 | 21,847 | 1.15% | 1.16% | 207 | -17,835 | -6.71% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 246,209 | 21,705 | 0.3% | 0.27% | 208 | -1,443 | -0.58% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 244,880 | 21,588 | 0.03% | 0.04% | 209 | -178,209 | -42.12% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 242,052 | 21,339 | 0.07% | 0.08% | 210 | -78,924 | -24.59% | Q1 2026 | May 12, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 241,110 | 21,256 | 1.02% | 1.12% | 211 | -36,461 | -13.14% | Q1 2026 | May 05, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 240,917 | 21,239 | 0.44% | 0.34% | 212 | +37,630 | 18.51% | Q1 2026 | May 14, 2026 |
| TruWealth Advisors, LLC | History | Added to | 240,881 | 21,236 | 1.02% | 0.94% | 213 | +4,466 | 1.89% | Q1 2026 | Apr 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 240,561 | 21,207 | 1.13% | 1.25% | 214 | -19,774 | -7.6% | Q1 2026 | Apr 16, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 240,521 | 21,204 | 5.14% | 4.28% | 215 | +13,444 | 5.92% | Q1 2026 | Apr 28, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 236,845 | 20,880 | 7.0% | 7.09% | 216 | -12,245 | -4.92% | Q1 2026 | May 05, 2026 |
| BCWM, LLC | History | Reduced | 236,663 | 20,864 | 5.91% | 7.25% | 217 | -61,513 | -20.63% | Q1 2026 | May 14, 2026 |
| Norris Financial Group, LLC | History | Reduced | 236,569 | 20,855 | 6.81% | 6.57% | 218 | -1,510 | -0.63% | Q1 2026 | May 20, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 235,289 | 20,743 | 6.15% | 6.31% | 219 | -22,640 | -8.78% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 234,338 | 20,659 | 0.55% | 0.84% | 220 | -86,371 | -26.93% | Q1 2026 | May 11, 2026 |
| Faithward Advisors, LLC | History | Reduced | 233,729 | 20,605 | 2.94% | 2.96% | 221 | -14,657 | -5.9% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 232,074 | 20,375 | 0.1% | 0.1% | 222 | -26,200 | -10.14% | Q1 2026 | Apr 24, 2026 |
| Sigma Planning Corp | History | Added to | 225,847 | 19,910 | 0.55% | 0.5% | 223 | +4,742 | 2.14% | Q1 2026 | May 04, 2026 |
| Fielder Capital Group LLC | History | Reduced | 221,080 | 19,490 | 4.25% | 4.12% | 224 | -17,178 | -7.21% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 216,665 | 19,101 | 0.25% | 0.27% | 225 | -21,065 | -8.86% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 216,474 | 19,084 | 0.38% | 0.58% | 226 | -131,461 | -37.78% | Q1 2026 | May 14, 2026 |
| JSF Financial, LLC | History | Reduced | 215,168 | 18,969 | 3.72% | 3.87% | 227 | -14,733 | -6.41% | Q1 2026 | May 07, 2026 |
| Verger Capital Management LLC | History | Reduced | 213,063 | 18,783 | 5.54% | 6.51% | 228 | -57,735 | -21.32% | Q1 2026 | May 13, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 212,782 | 18,758 | 2.19% | 2.35% | 229 | -55,400 | -20.66% | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 212,540 | 18,737 | 3.24% | 3.7% | 230 | -39,868 | -15.8% | Q1 2026 | Apr 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 212,251 | 18,665 | 0.58% | 0.49% | 231 | -52,013 | -19.68% | Q1 2026 | Apr 08, 2026 |
| PRUDENTIAL PLC | History | Reduced | 211,599 | 18,654 | 0.11% | 0.17% | 232 | -54,728 | -20.55% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 209,616 | 18,479 | 0.03% | 0.02% | 233 | +8,713 | 4.34% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 208,507 | 18,381 | 2.36% | 2.4% | 234 | -19,799 | -8.67% | Q1 2026 | May 04, 2026 |
| COHEN & STEERS, INC. | History | Added to | 206,708 | 18,223 | 0.03% | 0.03% | 235 | +34,215 | 19.84% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 206,417 | 18,197 | 0.12% | 0.11% | 236 | -419 | -0.2% | Q1 2026 | Apr 27, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 205,916 | 18,153 | 0.33% | 0.31% | 237 | -785 | -0.38% | Q1 2026 | May 14, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 205,656 | 18,130 | 1.73% | 0.3% | 238 | +168,751 | 457.26% | Q1 2026 | May 15, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 205,299 | 18,099 | 2.79% | 2.51% | 239 | +1,701 | 0.84% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Reduced | 203,770 | 17,965 | 0.09% | 0.09% | 240 | -2,710 | -1.31% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Added to | 203,133 | 17,908 | 1.49% | 1.36% | 241 | +322 | 0.16% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 202,929 | 17,890 | 0.1% | 0.1% | 242 | -463 | -0.23% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 202,132 | 17,819 | 0.21% | 0.14% | 243 | -24,366 | -10.76% | Q1 2026 | May 13, 2026 |
| CSS LLC/IL | History | Added to | 200,040 | 17,635 | 0.84% | 0.71% | 244 | +2,780 | 1.41% | Q1 2026 | May 15, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 197,403 | 17,403 | 6.05% | 6.13% | 245 | -11,360 | -5.44% | Q1 2026 | Apr 30, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 194,691 | 17,163 | 3.21% | 4.61% | 246 | -105,999 | -35.25% | Q1 2026 | Apr 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 193,568 | 17,064 | 2.37% | 2.34% | 247 | -13,103 | -6.34% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 193,534 | 17,061 | 0.21% | 0.21% | 248 | -16,060 | -7.66% | Q1 2026 | Apr 20, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 187,221 | 16,505 | 0.16% | 0.15% | 249 | +50 | 0.03% | Q1 2026 | May 14, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 186,996 | 16,485 | 7.25% | 6.76% | 250 | +9,303 | 5.24% | Q1 2026 | May 04, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 186,995 | 16,484 | 8.3% | 8.13% | 251 | +649 | 0.35% | Q1 2026 | May 01, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 185,366 | 16,341 | 0.72% | 1.29% | 252 | -193,172 | -51.03% | Q1 2026 | May 12, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 184,360 | 16,253 | 0.85% | 1.13% | 253 | -68,578 | -27.11% | Q1 2026 | Apr 29, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 184,324 | 16,250 | 4.46% | 4.24% | 254 | -13,571 | -6.86% | Q1 2026 | May 12, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 182,860 | 16,120 | 4.61% | 4.63% | 255 | -16,859 | -8.44% | Q1 2026 | Apr 17, 2026 |
| Private Harbour Investment Management & Counsel, LLC | History | Reduced | 181,588 | 16,008 | 17.58% | 15.76% | 256 | -4,111 | -2.21% | Q1 2026 | Apr 30, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 181,387 | 15,991 | 1.19% | 1.21% | 257 | -21,047 | -10.4% | Q1 2026 | May 14, 2026 |
| Wealth Quarterback LLC | History | Reduced | 181,382 | 15,990 | 6.3% | 5.88% | 258 | -19,865 | -9.87% | Q1 2026 | Apr 09, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 177,975 | 15,690 | 5.25% | 10.14% | 259 | -253,622 | -58.76% | Q1 2026 | Apr 29, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 176,200 | 15,533 | 6.95% | 5.93% | 260 | +558 | 0.32% | Q1 2026 | May 05, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 175,659 | 15,486 | 9.98% | 9.56% | 261 | -18,897 | -9.71% | Q1 2026 | Apr 24, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 175,309 | 15,455 | 1.7% | 1.56% | 262 | -6,717 | -3.69% | Q1 2026 | Apr 28, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 174,669 | 15,398 | 1.06% | 1.18% | 263 | -40,114 | -18.68% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 172,856 | 15,238 | 0.25% | 0.25% | 264 | -13,899 | -7.44% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 172,679 | 15,223 | 0.01% | 0.0% | 265 | +60,626 | 54.1% | Q1 2026 | May 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Reduced | 172,049 | 15,167 | 3.55% | 3.46% | 266 | -9,057 | -5.0% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | Reduced | 171,740 | 15,140 | 0.32% | 0.28% | 267 | -3,467 | -1.98% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 168,374 | 14,843 | 0.24% | 0.25% | 268 | -8,770 | -4.95% | Q1 2026 | Apr 22, 2026 |
| Well Done, LLC | History | Added to | 167,790 | 14,792 | 2.17% | 2.01% | 269 | +2,072 | 1.25% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 166,157 | 14,648 | 1.2% | 1.17% | 270 | -2,203 | -1.31% | Q1 2026 | Apr 08, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Reduced | 165,164 | 14,560 | 3.05% | 3.05% | 271 | -4,110 | -2.43% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 161,515 | 14,167 | 0.03% | 0.06% | 272 | -266,962 | -62.3% | Q1 2026 | May 01, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 160,326 | 14,134 | 4.49% | 4.56% | 273 | -8,198 | -4.86% | Q1 2026 | Apr 21, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 160,108 | 14,115 | 11.35% | 10.24% | 274 | +992 | 0.62% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 159,397 | 14,052 | 0.09% | 0.21% | 275 | -268,610 | -62.76% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 159,293 | 14,043 | 0.23% | 0.23% | 276 | +22,024 | 16.04% | Q1 2026 | Apr 21, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 159,080 | 14,024 | 8.28% | 9.2% | 277 | -26,876 | -14.45% | Q1 2026 | Apr 16, 2026 |
| Broussard Financial Group LLC | History | Reduced | 157,102 | 13,850 | 11.08% | 11.02% | 278 | -10,365 | -6.19% | Q1 2026 | Apr 29, 2026 |
| Midwest Trust Co | History | Added to | 155,781 | 13,733 | 0.17% | 0.15% | 279 | +9,306 | 6.35% | Q1 2026 | May 01, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 154,264 | 13,599 | 0.77% | 0.78% | 280 | +73,831 | 91.79% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 154,152 | 13,590 | 0.5% | 0.61% | 281 | -50,431 | -24.65% | Q1 2026 | Apr 20, 2026 |
| BSW Wealth Partners | History | Reduced | 153,554 | 13,537 | 1.65% | 1.5% | 282 | -693 | -0.45% | Q1 2026 | Apr 14, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 151,645 | 13,369 | 1.99% | 2.02% | 283 | -10,652 | -6.56% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 151,302 | 13,338 | 0.31% | 0.6% | 284 | -151,936 | -50.1% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 151,124 | 13,323 | 0.21% | 0.22% | 285 | -10,412 | -6.45% | Q1 2026 | Apr 14, 2026 |
| Signet Investment Advisory Group, Inc. | History | Reduced | 150,341 | 13,254 | 6.07% | 5.84% | 286 | -4,528 | -2.92% | Q1 2026 | May 13, 2026 |
| E Fund Management Co., Ltd. | History | New | 149,964 | 13,220 | 0.39% | — | 287 | +149,964 | New | Q1 2026 | Apr 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | Reduced | 149,800 | 13,206 | 9.94% | 10.27% | 288 | -12,069 | -7.46% | Q1 2026 | Apr 17, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 149,400 | 13,171 | 2.32% | 2.19% | 289 | +527 | 0.35% | Q1 2026 | Apr 20, 2026 |
| Harvest Fund Management Co., Ltd | History | Added to | 149,269 | 13,154 | 0.56% | 0.38% | 290 | +25,637 | 20.74% | Q1 2026 | May 13, 2026 |
| ROGCO, LP | History | Reduced | 148,000 | 13,047 | 4.36% | 5.7% | 291 | -64,044 | -30.2% | Q1 2026 | May 04, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 147,703 | 13,021 | 0.2% | 0.18% | 292 | -11,983 | -7.5% | Q1 2026 | Apr 08, 2026 |
| Parkside Investments, LLC | History | Added to | 146,705 | 12,933 | 1.57% | 1.4% | 293 | +9,707 | 7.09% | Q1 2026 | Apr 08, 2026 |
| Grove Bank & Trust | History | Added to | 146,468 | 12,912 | 1.46% | 1.33% | 294 | +1,265 | 0.87% | Q1 2026 | Apr 08, 2026 |
| Wills Financial Group LLC | History | Reduced | 146,271 | 12,899 | 4.86% | 4.56% | 295 | -863 | -0.59% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 146,251 | 12,893 | 0.19% | 0.15% | 296 | +15,393 | 11.76% | Q1 2026 | May 05, 2026 |
| TSFG, LLC | History | Reduced | 144,050 | 12,699 | 1.93% | 2.02% | 297 | -22,209 | -13.36% | Q1 2026 | Apr 27, 2026 |
| Marino Management, LLC | History | No change | 149,479 | 12,695 | 2.32% | 2.43% | 298 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 143,489 | 12,650 | 0.33% | 0.4% | 299 | -30,289 | -17.43% | Q1 2026 | May 14, 2026 |
| Old Port Advisors | History | Reduced | 142,136 | 12,530 | 2.88% | 2.89% | 300 | -2,771 | -1.91% | Q1 2026 | Apr 06, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 141,532 | 12,477 | 2.76% | 3.81% | 301 | -79,159 | -35.87% | Q1 2026 | Apr 27, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 141,477 | 12,472 | 1.99% | 1.87% | 302 | +120 | 0.08% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Reduced | 140,549 | 12,390 | 0.42% | 0.4% | 303 | -5,546 | -3.8% | Q1 2026 | Apr 22, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 135,863 | 12,387 | 1.69% | 1.98% | 304 | +8,379 | 6.57% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 139,709 | 12,316 | 0.05% | 0.04% | 305 | -2,196 | -1.55% | Q1 2026 | May 11, 2026 |
| JB Capital LLC | History | Reduced | 135,910 | 11,981 | 0.48% | 1.3% | 306 | -256,607 | -65.37% | Q1 2026 | Apr 27, 2026 |
| LifePlan Financial, LLC | History | Reduced | 135,456 | 11,941 | 8.82% | 8.81% | 307 | -6,154 | -4.35% | Q1 2026 | Apr 14, 2026 |
| Ascent Group, LLC | History | Reduced | 135,446 | 11,940 | 0.41% | 0.9% | 308 | -189,455 | -58.31% | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | No change | 146,000 | 11,850 | 1.86% | 1.86% | 309 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Walleye Trading LLC | History | Added to | 134,300 | 11,839 | 0.02% | 0.01% | 310 | +7,946 | 6.29% | Q1 2026 | May 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 133,544 | 11,773 | 0.64% | 0.61% | 311 | -13,292 | -9.05% | Q1 2026 | May 15, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 133,472 | 11,766 | 3.11% | 2.79% | 312 | +9,687 | 7.83% | Q1 2026 | Apr 21, 2026 |
| Avestar Capital, LLC | History | Added to | 133,283 | 11,750 | 0.75% | 0.62% | 313 | +15,931 | 13.58% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 132,995 | 11,724 | 0.32% | 0.24% | 314 | +15,854 | 13.53% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 132,969 | 11,722 | 0.02% | 0.04% | 315 | -119,936 | -47.42% | Q1 2026 | May 15, 2026 |
| Topor & Co. Korea | History | Added to | 132,898 | 11,716 | 9.91% | 6.29% | 316 | +30,023 | 29.18% | Q1 2026 | Apr 27, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 132,862 | 11,713 | 1.11% | 1.4% | 317 | -53,552 | -28.73% | Q1 2026 | May 11, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 132,782 | 11,706 | 3.46% | 2.98% | 318 | +8,811 | 7.11% | Q1 2026 | Apr 02, 2026 |
| CAPE ANN SAVINGS BANK | History | Reduced | 131,805 | 11,619 | 5.84% | 5.97% | 319 | -11,611 | -8.1% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 131,381 | 11,582 | 0.13% | 0.21% | 320 | -97,200 | -42.52% | Q1 2026 | May 05, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 131,038 | 11,552 | 4.62% | 4.55% | 321 | -12,332 | -8.6% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | Reduced | 130,749 | 11,526 | 0.96% | 1.01% | 322 | -11,965 | -8.38% | Q1 2026 | Apr 22, 2026 |
| Townsend & Associates, Inc | History | Reduced | 128,310 | 11,444 | 0.99% | 1.25% | 323 | -33,588 | -20.75% | Q1 2026 | Apr 28, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 129,807 | 11,443 | 4.65% | 2.83% | 324 | +45,178 | 53.38% | Q1 2026 | May 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 129,077 | 11,379 | 2.24% | 2.4% | 325 | -10,807 | -7.73% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 129,044 | 11,376 | 0.26% | 0.18% | 326 | +40,128 | 45.13% | Q1 2026 | May 15, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 132,503 | 11,332 | 4.26% | 4.17% | 327 | -947 | -0.71% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 128,254 | 11,236 | 0.23% | 0.22% | 328 | +5,649 | 4.61% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 137,928 | 11,195 | 0.2% | 0.2% | 329 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 126,607 | 11,161 | 3.52% | 3.04% | 330 | -217 | -0.17% | Q1 2026 | May 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 126,520 | 11,154 | 0.36% | 0.07% | 331 | +103,473 | 448.97% | Q1 2026 | May 06, 2026 |
| Impact Investors, Inc | History | Reduced | 126,267 | 11,131 | 7.73% | 7.88% | 332 | -13,701 | -9.79% | Q1 2026 | Apr 29, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 126,067 | 11,114 | 0.09% | 0.11% | 333 | -44,768 | -26.21% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 125,483 | 11,062 | 0.25% | 0.3% | 334 | -38,712 | -23.58% | Q1 2026 | May 15, 2026 |
| Ariston Services Group | History | Closed out | 0 | 11,055 | 6.61% | 6.04% | 335 | -126,940 | -100.0% | Q1 2026 | Apr 22, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 124,405 | 10,967 | 0.03% | 0.02% | 336 | +8,490 | 7.32% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 123,968 | 10,929 | 0.02% | 0.0% | 337 | +102,068 | 466.06% | Q1 2026 | May 14, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 123,567 | 10,893 | 2.35% | — | 338 | +123,567 | New | Q1 2026 | May 13, 2026 |
| LifeWealth Investments, LLC | History | Added to | 123,121 | 10,854 | 3.24% | 2.89% | 339 | +10,626 | 9.45% | Q1 2026 | Apr 20, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 121,970 | 10,752 | 2.56% | 2.41% | 340 | -1,077 | -0.88% | Q1 2026 | Apr 28, 2026 |
| MBA Advisors LLC | History | Reduced | 121,730 | 10,731 | 4.12% | 4.02% | 341 | -1,226 | -1.0% | Q1 2026 | Apr 20, 2026 |
| Oasis Advisors, LLC | History | New | 121,602 | 10,720 | 2.11% | — | 342 | +121,602 | New | Q1 2026 | May 04, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 120,637 | 10,635 | 0.56% | 0.74% | 343 | -55,470 | -31.5% | Q1 2026 | Apr 27, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 120,242 | 10,600 | 5.45% | 5.51% | 344 | +5,492 | 4.79% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 120,094 | 10,587 | 0.32% | 0.31% | 345 | -8,263 | -6.44% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 119,941 | 10,573 | 2.6% | 2.34% | 346 | +4,497 | 3.9% | Q1 2026 | Apr 03, 2026 |
| VestGen Advisors, LLC | History | Added to | 119,066 | 10,562 | 0.28% | 0.23% | 347 | +51,182 | 75.4% | Q1 2026 | May 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 119,780 | 10,559 | 3.68% | 3.71% | 348 | -6,187 | -4.91% | Q1 2026 | Apr 21, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 118,869 | 10,479 | 5.91% | 9.87% | 349 | -78,984 | -39.92% | Q1 2026 | May 01, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 145,148 | 10,473 | 0.02% | 0.02% | 350 | +72,574 | 100.0% | Q1 2026 | May 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 118,391 | 10,437 | 3.68% | 3.49% | 351 | +43 | 0.04% | Q1 2026 | Apr 08, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 118,050 | 10,407 | 0.55% | 0.5% | 352 | -3,526 | -2.9% | Q1 2026 | Apr 29, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 117,815 | 10,386 | 1.54% | 1.81% | 353 | -25,368 | -17.72% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | Added to | 116,260 | 10,249 | 0.03% | 0.02% | 354 | +13,376 | 13.0% | Q1 2026 | May 13, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 115,740 | 10,203 | 1.12% | 0.89% | 355 | +120 | 0.1% | Q1 2026 | May 13, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 115,195 | 10,155 | 1.4% | 1.33% | 356 | -5,017 | -4.17% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 118,274 | 10,118 | 0.18% | 0.22% | 357 | +64,273 | 119.02% | Q1 2026 | May 01, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 114,676 | 10,109 | 1.42% | 1.39% | 358 | +8,710 | 8.22% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 114,433 | 10,088 | 0.23% | 0.23% | 359 | -7,122 | -5.86% | Q1 2026 | May 12, 2026 |
| FineMark National Bank & Trust | History | No change | 123,571 | 10,030 | 0.31% | 0.31% | 360 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| High Falls Advisors, Inc | History | No change | 122,904 | 9,976 | 2.02% | 2.02% | 361 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 110,073 | 9,764 | 7.78% | 7.77% | 362 | -4,064 | -3.56% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 110,018 | 9,699 | 0.16% | 0.17% | 363 | +414 | 0.38% | Q1 2026 | May 18, 2026 |
| CPR Investments Inc. | History | Added to | 109,312 | 9,636 | 6.43% | 3.81% | 364 | +39,349 | 56.24% | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 109,260 | 9,632 | 0.07% | 0.06% | 365 | +16,565 | 17.87% | Q1 2026 | May 15, 2026 |
| Chandler Asset Management, Inc. | History | New | 109,200 | 9,627 | 1.46% | — | 366 | +109,200 | New | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 109,094 | 9,617 | 0.68% | 0.5% | 367 | +22,938 | 26.62% | Q1 2026 | May 12, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 108,996 | 9,609 | 2.01% | 1.83% | 368 | +2,339 | 2.19% | Q1 2026 | Apr 21, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 108,281 | 9,546 | 3.31% | 3.29% | 369 | -5,646 | -4.96% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 107,808 | 9,504 | 0.22% | 0.19% | 370 | +1,424 | 1.34% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 106,926 | 9,426 | 0.72% | 0.77% | 371 | -9,266 | -7.97% | Q1 2026 | Apr 22, 2026 |
| Braeburn Wealth Management LLC | History | Reduced | 106,317 | 9,372 | 5.36% | 6.95% | 372 | -61,445 | -36.63% | Q1 2026 | Apr 17, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 106,252 | 9,363 | 0.49% | 0.49% | 373 | -10,330 | -8.86% | Q1 2026 | May 15, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 105,430 | 9,294 | 2.61% | 2.53% | 374 | +392 | 0.37% | Q1 2026 | Apr 22, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 105,299 | 9,283 | 1.9% | 1.72% | 375 | -488 | -0.46% | Q1 2026 | May 05, 2026 |
| Wealth Care LLC | History | New | 105,150 | 9,270 | 8.23% | — | 376 | +105,150 | New | Q1 2026 | Apr 24, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 104,816 | 9,240 | 0.97% | 0.8% | 377 | -1,750 | -1.64% | Q1 2026 | May 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 104,155 | 9,182 | 1.22% | 1.17% | 378 | +2,268 | 2.23% | Q1 2026 | Apr 13, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 104,708 | 8,928 | 2.48% | 2.64% | 379 | -6,539 | -5.88% | Q1 2026 | Apr 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 101,021 | 8,905 | 0.88% | 1.17% | 380 | -46,463 | -31.5% | Q1 2026 | May 14, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 100,929 | 8,897 | 3.4% | 3.41% | 381 | -4,631 | -4.39% | Q1 2026 | Apr 21, 2026 |
| Battery Global Advisors, LLC | History | Added to | 100,804 | 8,886 | 4.77% | 0.17% | 382 | +100,280 | 19137.4% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Reduced | 100,671 | 8,875 | 0.12% | 0.16% | 383 | -42,213 | -29.54% | Q1 2026 | May 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Reduced | 100,012 | 8,817 | 1.7% | 2.89% | 384 | -86,448 | -46.36% | Q1 2026 | May 15, 2026 |
| DCF Advisers, LLC | History | No change | 100,000 | 8,816 | 2.35% | 2.18% | 385 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bull Oak Capital, LLC | History | Added to | 99,896 | 8,806 | 3.38% | 3.14% | 386 | +5,259 | 5.56% | Q1 2026 | May 11, 2026 |
| Greenline Partners, LLC | History | No change | 99,834 | 8,801 | 0.95% | 0.93% | 387 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 99,684 | 8,788 | 0.45% | 0.43% | 388 | -503 | -0.5% | Q1 2026 | Apr 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 99,550 | 8,777 | 0.01% | 0.01% | 389 | +7,419 | 8.05% | Q1 2026 | May 06, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 99,418 | 8,764 | 0.84% | 0.72% | 390 | +3,985 | 4.18% | Q1 2026 | May 06, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 99,294 | 8,753 | 1.71% | 1.96% | 391 | -19,677 | -16.54% | Q1 2026 | Apr 20, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 98,254 | 8,662 | 4.16% | 4.09% | 392 | -5,749 | -5.53% | Q1 2026 | May 01, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 97,986 | 8,638 | 0.65% | 0.65% | 393 | -3,076 | -3.04% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 97,717 | 8,614 | 0.14% | 0.13% | 394 | -896 | -0.91% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 96,433 | 8,501 | 0.24% | 0.4% | 395 | -74,740 | -43.66% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | New | 96,218 | 8,482 | 0.62% | — | 396 | +96,218 | New | Q1 2026 | May 05, 2026 |
| Apeiron RIA LLC | History | Reduced | 95,546 | 8,423 | 1.95% | 1.72% | 397 | -2,663 | -2.71% | Q1 2026 | Apr 27, 2026 |
| KITCHING PARTNERS, LLC | History | Reduced | 94,979 | 8,373 | 7.7% | 7.33% | 398 | -3,944 | -3.99% | Q1 2026 | May 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 94,707 | 8,349 | 0.48% | 0.92% | 399 | -93,936 | -49.8% | Q1 2026 | Apr 09, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Reduced | 94,658 | 8,345 | 1.42% | 1.21% | 400 | -16,531 | -14.87% | Q1 2026 | Apr 22, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 94,179 | 8,302 | 0.85% | 0.81% | 401 | +434 | 0.46% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 93,259 | 8,221 | 0.1% | 0.1% | 402 | -1,879 | -1.98% | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 92,892 | 8,189 | 1.67% | 1.65% | 403 | -10,529 | -10.18% | Q1 2026 | Apr 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 92,812 | 8,182 | 1.19% | — | 404 | +92,812 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 91,773 | 8,090 | 0.01% | 0.01% | 405 | +32,075 | 53.73% | Q1 2026 | May 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 91,739 | 8,087 | 1.09% | 1.04% | 406 | -3,200 | -3.37% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 91,620 | 8,077 | 0.15% | 0.16% | 407 | -9,158 | -9.09% | Q1 2026 | May 11, 2026 |
| American Investment Services, Inc. | History | Reduced | 91,176 | 8,038 | 1.79% | 1.93% | 408 | -11,074 | -10.83% | Q1 2026 | May 13, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 90,967 | 8,019 | 1.54% | 1.4% | 409 | +771 | 0.85% | Q1 2026 | May 01, 2026 |
| Bensler, LLC | History | Added to | 90,862 | 8,010 | 0.83% | 0.62% | 410 | +15,136 | 19.99% | Q1 2026 | May 01, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 90,813 | 8,006 | 1.38% | 1.33% | 411 | -6,075 | -6.27% | Q1 2026 | May 13, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 90,709 | 7,996 | 2.12% | 2.37% | 412 | -19,350 | -17.58% | Q1 2026 | Apr 16, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 90,528 | 7,969 | 3.21% | 2.65% | 413 | +11,631 | 14.74% | Q1 2026 | Apr 07, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 89,704 | 7,908 | 1.07% | 1.83% | 414 | -87,341 | -49.33% | Q1 2026 | Apr 08, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 88,872 | 7,834 | 1.06% | 1.01% | 415 | -1,404 | -1.56% | Q1 2026 | May 04, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 88,851 | 7,833 | 1.32% | 1.19% | 416 | +3,179 | 3.71% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 88,496 | 7,801 | 0.11% | 0.13% | 417 | -18,610 | -17.38% | Q1 2026 | May 13, 2026 |
| Kure Advisory, LLC | History | Reduced | 88,188 | 7,774 | 4.23% | 4.23% | 418 | -5,065 | -5.43% | Q1 2026 | Apr 16, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 88,060 | 7,763 | 1.78% | 1.7% | 419 | +16 | 0.02% | Q1 2026 | May 15, 2026 |
| RiverGlades Family Offices LLC | History | New | 88,039 | 7,761 | 4.56% | — | 421 | +88,039 | New | Q1 2026 | May 13, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 88,036 | 7,761 | 2.12% | 1.87% | 420 | -946 | -1.06% | Q1 2026 | Apr 29, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 87,831 | 7,743 | 3.05% | 2.93% | 422 | -1,940 | -2.16% | Q1 2026 | May 11, 2026 |
| MA Private Wealth | History | Reduced | 87,278 | 7,694 | 1.3% | 2.12% | 423 | -69,474 | -44.32% | Q1 2026 | May 07, 2026 |
| WELCH & FORBES LLC | History | No change | 86,883 | 7,659 | 0.1% | 0.09% | 424 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Inscription Capital, LLC | History | Reduced | 86,051 | 7,586 | 0.8% | 0.76% | 425 | -4,627 | -5.1% | Q1 2026 | Apr 20, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 85,625 | 7,548 | 1.12% | 1.09% | 426 | -2,411 | -2.74% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | Added to | 84,984 | 7,492 | 0.25% | 0.24% | 427 | +517 | 0.61% | Q1 2026 | May 13, 2026 |
| Rochester Wealth Strategies, LLC | History | Reduced | 83,839 | 7,391 | 4.48% | 5.17% | 428 | -17,697 | -17.43% | Q1 2026 | Apr 27, 2026 |
| Tikvah Management LLC | History | No change | 82,230 | 7,249 | 2.25% | 1.78% | 429 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sage Investment Advisers LLC | History | Added to | 80,705 | 7,237 | 5.36% | 4.74% | 430 | +2,875 | 3.69% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 81,897 | 7,219 | 0.42% | 0.64% | 431 | -52,905 | -39.25% | Q1 2026 | Apr 29, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 81,474 | 7,182 | 4.33% | 3.94% | 432 | +1,322 | 1.65% | Q1 2026 | Apr 21, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 81,171 | 7,156 | 1.86% | 1.71% | 433 | +47 | 0.06% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 80,902 | 7,132 | 0.03% | 0.03% | 434 | +1,316 | 1.65% | Q1 2026 | May 13, 2026 |
| Briaud Financial Planning Inc | History | Reduced | 80,824 | 7,125 | 1.87% | 1.62% | 435 | -401 | -0.49% | Q1 2026 | Apr 10, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 80,663 | 7,111 | 1.44% | 0.98% | 436 | +14,535 | 21.98% | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 80,317 | 7,080 | 0.91% | 1.01% | 437 | -9,398 | -10.48% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 80,309 | 7,080 | 0.04% | 0.04% | 438 | -981 | -1.21% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 80,250 | 7,074 | 0.08% | 0.07% | 439 | +1,540 | 1.96% | Q1 2026 | May 15, 2026 |
| Bellwether Advisors, LLC | History | New | 79,766 | 7,032 | 1.19% | — | 440 | +79,766 | New | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 79,455 | 7,004 | 0.56% | 1.17% | 441 | -72,725 | -47.79% | Q1 2026 | Apr 16, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 79,200 | 6,982 | 1.08% | 0.6% | 442 | +32,418 | 69.3% | Q1 2026 | Apr 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 78,881 | 6,954 | 0.03% | 0.03% | 443 | +2,914 | 3.84% | Q1 2026 | May 13, 2026 |
| MOTCO | History | Reduced | 78,644 | 6,933 | 0.64% | 0.58% | 444 | -130 | -0.17% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 78,370 | 6,909 | 0.1% | 0.1% | 445 | -10,120 | -11.44% | Q1 2026 | May 01, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 77,933 | 6,870 | 1.86% | 0.56% | 446 | +61,694 | 379.91% | Q1 2026 | Apr 08, 2026 |
| Sepio Capital, LP | History | Added to | 77,471 | 6,829 | 0.37% | 0.33% | 447 | +2,563 | 3.42% | Q1 2026 | May 13, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 77,269 | 6,812 | 3.59% | 3.39% | 448 | -15,635 | -16.83% | Q1 2026 | May 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 77,256 | 6,810 | 0.72% | 1.11% | 449 | +3,676 | 5.0% | Q1 2026 | Apr 17, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 76,786 | 6,769 | 0.67% | 0.64% | 450 | -3,089 | -3.87% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 76,774 | 6,768 | 0.1% | 0.1% | 451 | +16,768 | 27.94% | Q1 2026 | May 15, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 76,246 | 6,721 | 2.58% | 2.34% | 452 | +1,598 | 2.14% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 75,984 | 6,698 | 1.65% | 1.55% | 453 | -5,408 | -6.64% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 75,948 | 6,695 | 0.03% | 0.05% | 454 | -59,660 | -43.99% | Q1 2026 | Apr 29, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 75,890 | 6,690 | 2.71% | 2.64% | 455 | -285 | -0.37% | Q1 2026 | Apr 24, 2026 |
| Gradient Investments LLC | History | Added to | 75,410 | 6,648 | 0.1% | 0.1% | 456 | +1,666 | 2.26% | Q1 2026 | Apr 13, 2026 |
| Hilltop National Bank | History | Added to | 75,172 | 6,627 | 1.58% | 1.46% | 457 | +732 | 0.98% | Q1 2026 | Apr 02, 2026 |
| Knollwood Investment Advisory, LLC | History | Added to | 75,160 | 6,626 | 0.67% | 0.57% | 458 | +21 | 0.03% | Q1 2026 | May 14, 2026 |
| waypoint wealth counsel | History | Reduced | 74,796 | 6,594 | 3.41% | 2.39% | 459 | -5,525 | -6.88% | Q1 2026 | Apr 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 74,333 | 6,553 | 0.22% | 0.21% | 460 | +397 | 0.54% | Q1 2026 | Apr 17, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 74,199 | 6,541 | 4.27% | 3.82% | 461 | -1,209 | -1.6% | Q1 2026 | Apr 21, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 73,932 | 6,517 | 0.18% | 0.16% | 462 | +4,557 | 6.57% | Q1 2026 | May 12, 2026 |
| Apollon Financial, LLC | History | Reduced | 73,811 | 6,507 | 0.9% | 0.89% | 463 | -1,561 | -2.07% | Q1 2026 | Apr 22, 2026 |
| Argentarii, LLC | History | Added to | 73,734 | 6,500 | 2.27% | 1.89% | 464 | +2,209 | 3.09% | Q1 2026 | May 12, 2026 |
| EQ LLC | History | Added to | 73,698 | 6,497 | 1.83% | 1.71% | 465 | +486 | 0.66% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 73,489 | 6,478 | 0.07% | 0.05% | 466 | +22,049 | 42.86% | Q1 2026 | May 13, 2026 |
| Aspect Partners, LLC | History | Added to | 73,490 | 6,478 | 2.65% | 2.51% | 467 | +2,921 | 4.14% | Q1 2026 | Apr 02, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 73,252 | 6,458 | 2.52% | 3.12% | 468 | -25,886 | -26.11% | Q1 2026 | May 07, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 73,191 | 6,452 | 0.02% | 0.02% | 469 | -6,503 | -8.16% | Q1 2026 | May 08, 2026 |
| Marex Group plc | History | Reduced | 72,610 | 6,401 | 0.04% | 0.04% | 470 | -584 | -0.8% | Q1 2026 | May 13, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 72,524 | 6,393 | 0.62% | 0.51% | 471 | +4,935 | 7.3% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 72,213 | 6,366 | 0.04% | 0.03% | 472 | +8,174 | 12.76% | Q1 2026 | May 05, 2026 |
| Fermata Advisors, LLC | History | Reduced | 71,807 | 6,330 | 1.43% | 1.6% | 473 | -10,556 | -12.82% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 71,612 | 6,313 | 0.05% | 0.05% | 474 | -7,532 | -9.52% | Q1 2026 | May 14, 2026 |
| Excelsior Advisor Network LLC | History | Reduced | 71,573 | 6,309 | 2.4% | 3.19% | 475 | -9,273 | -11.47% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 71,157 | 6,273 | 0.47% | 0.38% | 476 | +8,584 | 13.72% | Q1 2026 | Apr 14, 2026 |
| Everest Financial Group LLC | History | Added to | 70,726 | 6,235 | 1.03% | 1.28% | 477 | +124 | 0.18% | Q1 2026 | May 15, 2026 |
| Gibson Capital, LLC | History | Reduced | 70,267 | 6,194 | 1.15% | 1.05% | 478 | -4 | -0.01% | Q1 2026 | Apr 17, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 71,749 | 6,138 | 0.4% | 0.95% | 479 | -104,426 | -59.27% | Q1 2026 | May 12, 2026 |
| Plan Group Financial, LLC | History | Added to | 69,136 | 6,095 | 1.43% | 1.2% | 480 | +12,108 | 21.23% | Q1 2026 | Apr 13, 2026 |
| Pacific Point Advisors, LLC | History | No change | 68,862 | 6,070 | 3.2% | 2.99% | 481 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Versant Capital Management, Inc | History | Reduced | 68,727 | 6,058 | 0.6% | 0.71% | 482 | -1,008 | -1.45% | Q1 2026 | Apr 06, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 67,733 | 6,033 | 1.83% | 2.0% | 483 | -9,957 | -12.82% | Q1 2026 | Apr 23, 2026 |
| Family Manage LLC | History | Added to | 68,017 | 5,996 | 0.72% | 0.67% | 484 | +2,688 | 4.11% | Q1 2026 | May 15, 2026 |
| Financial Alternatives, Inc | History | Added to | 67,980 | 5,993 | 3.23% | 3.2% | 485 | +51 | 0.08% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 67,724 | 5,970 | 0.27% | 0.22% | 486 | +9,377 | 16.07% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 67,465 | 5,947 | 0.13% | 0.28% | 487 | -94,617 | -58.38% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 67,110 | 5,916 | 0.11% | 0.09% | 488 | +5,202 | 8.4% | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 66,781 | 5,887 | 0.07% | 0.07% | 489 | +4,130 | 6.59% | Q1 2026 | May 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 66,685 | 5,878 | 1.97% | 1.8% | 490 | -119 | -0.18% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 65,388 | 5,831 | 0.13% | 0.15% | 491 | +312 | 0.48% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 66,081 | 5,825 | 0.01% | 0.01% | 492 | +20,442 | 44.79% | Q1 2026 | May 05, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 66,013 | 5,819 | 1.0% | 0.98% | 493 | -2,257 | -3.31% | Q1 2026 | May 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 64,780 | 5,812 | 0.89% | 0.86% | 494 | -2,209 | -3.3% | Q1 2026 | Apr 16, 2026 |
| AE Wealth Management LLC | History | Reduced | 65,618 | 5,784 | 0.03% | 0.04% | 495 | -11,573 | -14.99% | Q1 2026 | May 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 65,110 | 5,740 | 0.81% | — | 496 | +65,110 | New | Q1 2026 | May 14, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 65,098 | 5,739 | 0.43% | 0.31% | 497 | +13,785 | 26.86% | Q1 2026 | Apr 16, 2026 |
| Brookwood Investment Group LLC | History | Added to | 64,926 | 5,723 | 0.71% | 0.18% | 498 | +17,399 | 36.61% | Q1 2026 | May 04, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 64,620 | 5,696 | 0.09% | 0.08% | 499 | -2,811 | -4.17% | Q1 2026 | May 15, 2026 |
| CI INVESTMENTS INC. | History | No change | 64,617 | 5,696 | 0.03% | 0.02% | 500 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 64,522 | 5,688 | 0.47% | 0.44% | 501 | -168 | -0.26% | Q1 2026 | Apr 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 64,498 | 5,686 | 0.35% | 0.14% | 502 | -643,129 | -90.89% | Q1 2026 | May 12, 2026 |
| Altiora Financial Group, LLC | History | No change | 64,394 | 5,676 | 0.93% | 0.9% | 503 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 63,763 | 5,621 | 0.07% | 0.06% | 504 | -269 | -0.42% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | Reduced | 63,736 | 5,618 | 0.06% | 0.2% | 505 | -38,119 | -37.42% | Q1 2026 | May 12, 2026 |
| Garde Capital, Inc. | History | Added to | 63,686 | 5,614 | 0.34% | 0.28% | 506 | +4,751 | 8.06% | Q1 2026 | Apr 28, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 63,361 | 5,585 | 0.64% | 0.37% | 507 | +22,586 | 55.39% | Q1 2026 | Apr 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 63,309 | 5,581 | 4.23% | 4.01% | 508 | -200 | -0.31% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 63,089 | 5,561 | 0.2% | 0.17% | 509 | +18,133 | 40.33% | Q1 2026 | May 19, 2026 |
| Advisory Alpha, LLC | History | Added to | 62,331 | 5,495 | 0.15% | 0.12% | 510 | +7,150 | 12.96% | Q1 2026 | May 14, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 62,005 | 5,466 | 1.01% | 0.93% | 511 | -1,119 | -1.77% | Q1 2026 | May 05, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 60,866 | 5,420 | 2.03% | 2.14% | 512 | +1,834 | 3.11% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 61,199 | 5,395 | 0.33% | 0.3% | 513 | +200 | 0.33% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Reduced | 60,863 | 5,365 | 0.15% | 0.16% | 514 | -3,461 | -5.38% | Q1 2026 | May 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 60,600 | 5,342 | 0.59% | 0.61% | 515 | -6,000 | -9.01% | Q1 2026 | May 11, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 60,366 | 5,321 | 2.68% | 2.51% | 516 | -348 | -0.57% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 60,232 | 5,310 | 0.27% | 0.23% | 517 | +6,026 | 11.12% | Q1 2026 | Apr 15, 2026 |
| Ridge Creek Global, Inc | History | Reduced | 60,191 | 5,306 | 4.5% | 4.1% | 518 | -15 | -0.02% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 59,619 | 5,256 | 0.17% | 0.16% | 519 | -2,419 | -3.9% | Q1 2026 | May 14, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 59,395 | 5,236 | 0.54% | 0.47% | 520 | +3,414 | 6.1% | Q1 2026 | Apr 22, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 59,124 | 5,212 | 1.11% | 0.1% | 521 | +53,127 | 885.89% | Q1 2026 | Apr 15, 2026 |
| Firestone Capital Management | History | Reduced | 59,128 | 5,212 | 1.09% | 1.07% | 522 | -2,834 | -4.57% | Q1 2026 | May 08, 2026 |
| Emerald Investment Advisers, LLC | History | New | 58,820 | 5,185 | 0.47% | — | 524 | +58,820 | New | Q1 2026 | May 11, 2026 |
| Allie Family Office LLC | History | Reduced | 58,492 | 5,185 | 2.27% | 2.34% | 523 | -3,369 | -5.45% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 58,696 | 5,174 | 0.12% | 0.21% | 525 | +4,275 | 7.86% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 58,355 | 5,144 | 0.03% | 0.04% | 526 | -10,364 | -15.08% | Q1 2026 | May 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 57,114 | 5,035 | 0.36% | 0.3% | 527 | +4,952 | 9.49% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 57,677 | 5,009 | 0.39% | 0.53% | 528 | -13,964 | -19.49% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 56,816 | 5,008 | 0.13% | 0.22% | 529 | -45,980 | -44.73% | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO | History | Reduced | 56,945 | 4,988 | 0.06% | 0.06% | 530 | -7,609 | -11.79% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 56,380 | 4,970 | 0.13% | 0.14% | 531 | -10,063 | -15.15% | Q1 2026 | May 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 56,332 | 4,966 | 0.35% | 0.32% | 532 | +1,307 | 2.38% | Q1 2026 | May 06, 2026 |
| Trademark Financial Management, LLC | History | Added to | 56,280 | 4,961 | 2.43% | 2.48% | 533 | +790 | 1.42% | Q1 2026 | Apr 27, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 56,188 | 4,953 | 0.18% | 0.09% | 534 | +19,593 | 53.54% | Q1 2026 | May 13, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 55,587 | 4,900 | 1.13% | 1.24% | 535 | -11,752 | -17.45% | Q1 2026 | Apr 20, 2026 |
| HUB Investment Partners, LLC | History | Added to | 55,130 | 4,860 | 0.12% | 0.02% | 536 | +47,675 | 639.5% | Q1 2026 | May 15, 2026 |
| FDx Advisors, Inc. | History | Reduced | 54,486 | 4,803 | 1.53% | 2.73% | 537 | -11,346 | -17.23% | Q1 2026 | May 01, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 54,393 | 4,795 | 0.08% | 0.07% | 538 | -89 | -0.16% | Q1 2026 | May 11, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 54,286 | 4,785 | 0.18% | 0.16% | 539 | -683 | -1.24% | Q1 2026 | Apr 20, 2026 |
| Global Wealth Management, LLC | History | Added to | 53,966 | 4,757 | 2.59% | 2.19% | 540 | +3,883 | 7.75% | Q1 2026 | Apr 16, 2026 |
| Avior Wealth Management, LLC | History | Added to | 53,797 | 4,742 | 0.13% | 0.12% | 541 | +7,122 | 15.26% | Q1 2026 | Apr 09, 2026 |
| Elevated Financial Group LLC | History | Added to | 53,557 | 4,721 | 1.53% | 1.28% | 542 | +8,018 | 17.61% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | Added to | 53,409 | 4,708 | 0.09% | 0.06% | 543 | +14,085 | 35.82% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | Reduced | 53,130 | 4,683 | 0.02% | 0.02% | 544 | -1,298 | -2.38% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 53,072 | 4,678 | 0.18% | 0.17% | 545 | -2,593 | -4.66% | Q1 2026 | May 12, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 52,994 | 4,671 | 0.18% | 0.15% | 546 | +4,776 | 9.91% | Q1 2026 | Apr 14, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 52,747 | 4,650 | 0.65% | 1.02% | 547 | -39,042 | -42.53% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group | History | Reduced | 52,609 | 4,637 | 0.32% | 0.61% | 548 | -49,035 | -48.24% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 52,404 | 4,619 | 0.02% | 0.02% | 549 | +9,770 | 22.92% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | Added to | 52,403 | 4,619 | 0.52% | 0.41% | 550 | +8,863 | 20.36% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 51,950 | 4,580 | 0.01% | 0.0% | 551 | +24,729 | 90.85% | Q1 2026 | May 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 51,921 | 4,577 | 1.92% | 1.25% | 552 | +10,236 | 24.56% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 51,679 | 4,556 | 0.1% | 0.08% | 553 | +3,282 | 6.78% | Q1 2026 | May 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 51,665 | 4,554 | 2.66% | 2.9% | 554 | -8,851 | -14.63% | Q1 2026 | May 01, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 51,370 | 4,528 | 0.06% | 0.04% | 555 | +8,581 | 20.05% | Q1 2026 | Apr 15, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 51,317 | 4,524 | 3.54% | 3.61% | 556 | -1,404 | -2.66% | Q1 2026 | Apr 09, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 51,292 | 4,521 | 0.05% | 0.05% | 557 | -6,924 | -11.89% | Q1 2026 | Apr 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 50,659 | 4,495 | 1.27% | 1.54% | 559 | -7,380 | -12.72% | Q1 2026 | Apr 27, 2026 |
| Hilltop Holdings Inc. | History | Added to | 50,998 | 4,495 | 0.4% | 0.22% | 558 | +6,135 | 13.67% | Q1 2026 | May 14, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 50,918 | 4,488 | 2.5% | 2.63% | 560 | -8,924 | -14.91% | Q1 2026 | May 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 50,869 | 4,484 | 0.11% | 0.07% | 561 | +11,957 | 30.73% | Q1 2026 | May 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 50,493 | 4,451 | 0.54% | 0.5% | 562 | -1,055 | -2.05% | Q1 2026 | May 05, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 54,670 | 4,437 | 2.78% | 2.78% | 563 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Alpha Zero LLC | History | Reduced | 50,177 | 4,423 | 2.24% | 2.39% | 564 | -3,799 | -7.04% | Q1 2026 | May 07, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 50,123 | 4,418 | 0.83% | 1.92% | 565 | -74,655 | -59.83% | Q1 2026 | Apr 13, 2026 |
| Bellecapital International Ltd. | History | Added to | 49,959 | 4,404 | 0.79% | 0.69% | 566 | +1,962 | 4.09% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 49,904 | 4,399 | 0.13% | 0.35% | 567 | -81,752 | -62.1% | Q1 2026 | May 05, 2026 |
| Farrell Financial LLC | History | Reduced | 49,772 | 4,387 | 2.62% | 2.41% | 568 | -539 | -1.07% | Q1 2026 | Apr 13, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 49,567 | 4,369 | 1.72% | 2.29% | 569 | -19,719 | -28.46% | Q1 2026 | May 14, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 49,556 | 4,368 | 0.58% | 1.53% | 570 | -95,472 | -65.83% | Q1 2026 | Apr 27, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 49,018 | 4,345 | 0.29% | 0.3% | 571 | -3,421 | -6.52% | Q1 2026 | May 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 49,265 | 4,343 | 0.21% | 0.19% | 572 | -482 | -0.97% | Q1 2026 | May 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 49,100 | 4,328 | 0.54% | 0.64% | 573 | -12,400 | -20.16% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 48,820 | 4,303 | 0.0% | 0.0% | 574 | -34,100 | -41.12% | Q1 2026 | May 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 48,800 | 4,302 | 1.57% | 1.76% | 575 | -6,225 | -11.31% | Q1 2026 | Apr 14, 2026 |
| Altman Advisors, Inc. | History | Reduced | 64,000 | 4,297 | 1.78% | 2.04% | 576 | -16,627 | -20.62% | Q1 2026 | May 05, 2026 |
| Kelly Financial Services LLC | History | Reduced | 48,468 | 4,273 | 1.03% | 2.7% | 577 | -84,169 | -63.46% | Q1 2026 | Apr 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 48,274 | 4,255 | 2.66% | — | 578 | +48,274 | New | Q1 2026 | Apr 14, 2026 |
| ALLSTATE CORP | History | Added to | 48,252 | 4,253 | 0.05% | 0.02% | 579 | +28,972 | 150.27% | Q1 2026 | May 11, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 48,191 | 4,248 | 1.97% | 2.06% | 580 | -6,790 | -12.35% | Q1 2026 | May 05, 2026 |
| Northside Capital Management, LLC | History | No change | 48,047 | 4,235 | 0.37% | 0.34% | 581 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Lynx Investment Advisory | History | Reduced | 47,819 | 4,215 | 2.01% | 2.29% | 582 | -3,798 | -7.36% | Q1 2026 | Apr 24, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 47,530 | 4,190 | 0.93% | 0.91% | 583 | -2,463 | -4.93% | Q1 2026 | Apr 23, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 47,417 | 4,180 | 2.02% | 1.98% | 584 | -4,057 | -7.88% | Q1 2026 | May 12, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 47,263 | 4,166 | 1.95% | 4.31% | 585 | -63,542 | -57.35% | Q1 2026 | Apr 24, 2026 |
| Savant Capital, LLC | History | Added to | 47,157 | 4,157 | 0.02% | 0.02% | 586 | +5,859 | 14.19% | Q1 2026 | May 04, 2026 |
| Connective Portfolio Management, LLC | History | Reduced | 47,029 | 4,146 | 11.23% | 9.07% | 587 | -15,000 | -24.18% | Q1 2026 | Apr 16, 2026 |
| BAILARD, INC. | History | Added to | 46,963 | 4,140 | 0.1% | 0.08% | 588 | +239 | 0.51% | Q1 2026 | May 11, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 46,824 | 4,128 | 0.98% | 0.88% | 589 | -130 | -0.28% | Q1 2026 | Apr 10, 2026 |
| NorthRock Partners, LLC | History | Reduced | 46,777 | 4,123 | 0.07% | 0.17% | 590 | -78,219 | -62.58% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 46,769 | 4,123 | 0.26% | 0.24% | 591 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 46,646 | 4,112 | 2.53% | 2.8% | 592 | -2,992 | -6.03% | Q1 2026 | May 05, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 46,587 | 4,107 | 1.53% | 2.77% | 593 | -47,730 | -50.61% | Q1 2026 | Apr 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 46,399 | 4,091 | 0.12% | 0.13% | 594 | -7,561 | -14.01% | Q1 2026 | Apr 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 46,325 | 4,084 | 0.31% | 0.19% | 595 | +14,586 | 45.96% | Q1 2026 | May 13, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 45,991 | 4,054 | 1.64% | 1.64% | 596 | -5,096 | -9.98% | Q1 2026 | Apr 08, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 45,818 | 4,039 | 0.72% | 1.61% | 597 | -82,308 | -64.24% | Q1 2026 | Apr 22, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 45,690 | 4,028 | 1.14% | 1.02% | 598 | -7,079 | -13.42% | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 44,884 | 3,957 | 1.12% | 1.28% | 599 | -13,946 | -23.71% | Q1 2026 | Apr 16, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 44,755 | 3,945 | 0.39% | 0.82% | 601 | -56,542 | -55.82% | Q1 2026 | Apr 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 44,749 | 3,945 | 0.47% | 0.32% | 600 | +11,595 | 34.97% | Q1 2026 | Apr 21, 2026 |
| Trek Financial, LLC | History | Reduced | 44,414 | 3,915 | 0.21% | 0.8% | 602 | -126,214 | -73.97% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Reduced | 44,328 | 3,907 | 0.47% | 0.53% | 603 | -7,224 | -14.01% | Q1 2026 | Apr 20, 2026 |
| New Capital Management LP | History | Added to | 44,289 | 3,904 | 0.96% | 0.07% | 604 | +41,039 | 1262.74% | Q1 2026 | Apr 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 43,766 | 3,896 | 0.54% | 0.48% | 605 | +2,938 | 7.2% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 44,105 | 3,888 | 0.15% | 0.21% | 606 | +20,612 | 87.74% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 47,674 | 3,869 | 0.08% | 0.08% | 607 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Perennial Advisors, LLC | History | New | 43,703 | 3,852 | 0.66% | — | 608 | +43,703 | New | Q1 2026 | Apr 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 43,556 | 3,839 | 0.29% | 0.3% | 609 | -2,470 | -5.37% | Q1 2026 | Apr 30, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 43,436 | 3,829 | 1.23% | 1.01% | 610 | -1,390 | -3.1% | Q1 2026 | May 06, 2026 |
| Nearwater Capital Markets, Ltd | History | Reduced | 43,400 | 3,826 | 0.09% | 0.06% | 611 | -700 | -1.59% | Q1 2026 | May 15, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 43,332 | 3,820 | 3.6% | 3.54% | 612 | -1,045 | -2.35% | Q1 2026 | Apr 28, 2026 |
| Crown Wealth Group, LLC | History | Added to | 43,172 | 3,806 | 1.12% | 0.71% | 613 | +11,991 | 38.46% | Q1 2026 | Apr 21, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 43,002 | 3,791 | 2.63% | 2.74% | 614 | -4,988 | -10.39% | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 42,659 | 3,760 | 0.21% | 0.22% | 615 | -4,984 | -10.46% | Q1 2026 | Apr 23, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 42,615 | 3,756 | 0.8% | 1.05% | 616 | +481 | 1.14% | Q1 2026 | Apr 22, 2026 |
| Amundi | History | Added to | 42,600 | 3,755 | 0.0% | 0.0% | 617 | +34,600 | 432.5% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 42,538 | 3,750 | 0.34% | 0.72% | 618 | -33,407 | -43.99% | Q1 2026 | May 12, 2026 |
| Independent Wealth Advisors LLC | History | Reduced | 42,516 | 3,748 | 3.68% | 3.79% | 619 | -2,233 | -4.99% | Q1 2026 | May 22, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 42,339 | 3,732 | 1.68% | 1.54% | 620 | -633 | -1.47% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | Added to | 42,200 | 3,720 | 0.28% | 0.3% | 621 | +19,254 | 83.91% | Q1 2026 | Apr 28, 2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | History | Reduced | 42,000 | 3,702 | 2.92% | 3.42% | 622 | -13,000 | -23.64% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | Added to | 40,489 | 3,698 | 0.05% | 0.05% | 623 | +7,492 | 22.71% | Q1 2026 | Apr 20, 2026 |
| Generation Capital Management LLC | History | Reduced | 41,891 | 3,693 | 2.7% | 2.41% | 624 | -3,969 | -8.65% | Q1 2026 | May 08, 2026 |
| Roundview Capital LLC | History | Added to | 41,666 | 3,673 | 0.23% | 0.2% | 625 | +773 | 1.89% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 41,459 | 3,655 | 0.93% | 0.97% | 626 | -1,049 | -2.47% | Q1 2026 | Apr 06, 2026 |
| Veridan Wealth LLC | History | Added to | 40,889 | 3,604 | 1.33% | 1.11% | 627 | +228 | 0.56% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | Reduced | 40,841 | 3,600 | 1.2% | 1.56% | 628 | -9,845 | -19.42% | Q1 2026 | Apr 24, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 40,863 | 3,598 | 0.49% | 0.68% | 629 | -14,626 | -26.36% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 40,752 | 3,592 | 0.13% | 0.1% | 630 | +5,919 | 16.99% | Q1 2026 | Apr 14, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 40,690 | 3,587 | 1.46% | 1.04% | 631 | +13,800 | 51.32% | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | Added to | 40,639 | 3,582 | 0.06% | 0.05% | 632 | +4,887 | 13.67% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 40,622 | 3,581 | 0.08% | 0.12% | 633 | -21,421 | -34.53% | Q1 2026 | May 04, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 40,613 | 3,580 | 0.53% | 1.29% | 634 | -45,770 | -52.98% | Q1 2026 | Apr 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 40,208 | 3,544 | 0.86% | 0.78% | 635 | +347 | 0.87% | Q1 2026 | May 01, 2026 |
| Alaethes Wealth, LLC | History | Added to | 39,989 | 3,525 | 1.0% | 0.9% | 636 | +403 | 1.02% | Q1 2026 | May 12, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 39,648 | 3,495 | 0.11% | 0.11% | 637 | -7,821 | -16.48% | Q1 2026 | May 13, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Reduced | 39,441 | 3,477 | 2.35% | 2.13% | 638 | -864 | -2.14% | Q1 2026 | May 14, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 39,432 | 3,476 | 0.76% | 0.72% | 639 | +1,729 | 4.59% | Q1 2026 | Apr 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 38,836 | 3,423 | 0.14% | — | 640 | +38,836 | New | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | Reduced | 38,330 | 3,379 | 0.29% | 0.25% | 641 | -99 | -0.26% | Q1 2026 | Apr 15, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 38,233 | 3,370 | 1.04% | 2.5% | 642 | -63,927 | -62.58% | Q1 2026 | Apr 13, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 38,220 | 3,369 | 1.56% | 1.58% | 643 | -3,723 | -8.88% | Q1 2026 | Apr 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 38,159 | 3,364 | 0.58% | 0.62% | 644 | -5,129 | -11.85% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 38,022 | 3,352 | 0.07% | 0.05% | 646 | +6,104 | 19.12% | Q1 2026 | Apr 14, 2026 |
| NewSquare Capital LLC | History | Reduced | 38,031 | 3,352 | 0.29% | 0.28% | 645 | -897 | -2.3% | Q1 2026 | May 08, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 38,023 | 3,352 | 1.81% | 1.61% | 647 | -1 | -0.0% | Q1 2026 | May 14, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 37,984 | 3,348 | 2.57% | 3.11% | 648 | -13,820 | -26.68% | Q1 2026 | Apr 20, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 37,913 | 3,342 | 1.08% | 2.03% | 649 | -37,717 | -49.87% | Q1 2026 | May 01, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 37,856 | 3,337 | 1.2% | 1.79% | 650 | -23,176 | -37.97% | Q1 2026 | Apr 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 37,624 | 3,316 | 0.76% | 0.69% | 651 | -9 | -0.02% | Q1 2026 | Apr 16, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 37,606 | 3,315 | 0.46% | 0.61% | 652 | -16,299 | -30.24% | Q1 2026 | Apr 21, 2026 |
| Kurv Investment Management LLC | History | New | 1,519 | 3,312 | 1.91% | — | 653 | +1,519 | New | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 37,516 | 3,307 | 1.08% | 1.8% | 654 | -25,159 | -40.14% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 37,466 | 3,302 | 0.26% | 0.41% | 655 | -26,674 | -41.59% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Added to | 37,176 | 3,277 | 1.1% | 0.64% | 656 | +7,756 | 26.36% | Q1 2026 | May 01, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 37,154 | 3,275 | 0.43% | 0.43% | 657 | -1,059 | -2.77% | Q1 2026 | Apr 28, 2026 |
| Arlington Trust Co LLC | History | No change | 36,756 | 3,240 | 0.29% | 0.3% | 658 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ipsen Advisor Group LLC | History | No change | 39,784 | 3,229 | 2.29% | 2.29% | 659 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASL Financial, LLC | History | Added to | 36,623 | 3,228 | 2.58% | 2.11% | 660 | +5,482 | 17.6% | Q1 2026 | Apr 09, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 36,200 | 3,191 | 0.25% | 0.23% | 662 | +488 | 1.37% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | No change | 36,196 | 3,191 | 0.06% | 0.05% | 661 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Composition Wealth, LLC | History | Added to | 36,140 | 3,186 | 0.04% | 0.03% | 663 | +6,628 | 22.46% | Q1 2026 | Apr 08, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 36,039 | 3,177 | 1.95% | 4.73% | 664 | -68,720 | -65.6% | Q1 2026 | Apr 15, 2026 |
| Bedminster, LLC | History | Reduced | 36,027 | 3,176 | 2.95% | 3.49% | 665 | -10,732 | -22.95% | Q1 2026 | Apr 24, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 36,009 | 3,174 | 0.4% | 0.46% | 666 | -10,275 | -22.2% | Q1 2026 | Apr 21, 2026 |
| Systelligence, LLC | History | Reduced | 35,457 | 3,125 | 0.61% | 1.43% | 667 | -56,930 | -61.62% | Q1 2026 | Apr 21, 2026 |
| WORMSER FRERES GESTION | History | Added to | 35,220 | 3,104 | 2.24% | 1.45% | 668 | +4,436 | 14.41% | Q1 2026 | Apr 15, 2026 |
| Valued Retirements, Inc. | History | No change | 35,201 | 3,103 | 3.03% | 2.79% | 669 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 35,190 | 3,102 | 1.53% | 1.42% | 670 | +440 | 1.27% | Q1 2026 | Apr 27, 2026 |
| Weil Company, Inc. | History | Reduced | 35,102 | 3,094 | 0.69% | 0.69% | 671 | -1,654 | -4.5% | Q1 2026 | Apr 15, 2026 |
| Perkins Coie Trust Co | History | No change | 35,110 | 3,094 | 0.59% | 0.53% | 672 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 34,980 | 3,083 | 1.11% | 1.94% | 673 | -31,508 | -47.39% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Added to | 34,631 | 3,053 | 0.15% | 0.13% | 674 | +425 | 1.24% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 34,431 | 3,035 | 0.05% | 0.05% | 675 | +1,617 | 4.93% | Q1 2026 | May 04, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 34,341 | 3,027 | 0.12% | 0.11% | 676 | -750 | -2.14% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 34,304 | 3,024 | 0.03% | 0.04% | 677 | -389 | -1.12% | Q1 2026 | May 06, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 34,246 | 3,019 | 0.58% | 0.06% | 678 | +30,825 | 901.05% | Q1 2026 | May 07, 2026 |
| Inlet Private Wealth, LLC | History | Reduced | 34,242 | 3,018 | 0.77% | 0.73% | 679 | -4,687 | -12.04% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 34,083 | 3,004 | 0.42% | 0.7% | 680 | -27,830 | -44.95% | Q1 2026 | Apr 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 33,976 | 2,995 | 0.17% | 0.32% | 681 | -32,652 | -49.01% | Q1 2026 | May 14, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 33,961 | 2,994 | 2.01% | 1.95% | 682 | -1,412 | -3.99% | Q1 2026 | Apr 29, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 33,728 | 2,973 | 2.92% | 2.63% | 683 | -404 | -1.18% | Q1 2026 | May 06, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 33,681 | 2,969 | 0.34% | 0.34% | 684 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 33,281 | 2,934 | 0.06% | 0.07% | 685 | -5,640 | -14.49% | Q1 2026 | May 14, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 33,252 | 2,931 | 0.49% | 0.47% | 686 | -423 | -1.26% | Q1 2026 | May 04, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 33,223 | 2,928 | 2.22% | 2.1% | 687 | -375 | -1.12% | Q1 2026 | Apr 30, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 33,162 | 2,923 | 0.11% | 0.15% | 688 | -11,774 | -26.2% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 33,153 | 2,922 | 0.22% | 0.07% | 689 | +18,606 | 127.9% | Q1 2026 | May 20, 2026 |
| PAX Financial Group, LLC | History | Reduced | 33,102 | 2,918 | 0.5% | 0.92% | 690 | -32,755 | -49.74% | Q1 2026 | Apr 27, 2026 |
| Five Pine Wealth Management | History | Reduced | 33,020 | 2,911 | 1.81% | 1.79% | 691 | -1,440 | -4.18% | Q1 2026 | Apr 16, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 32,784 | 2,890 | 0.81% | 0.73% | 692 | +160 | 0.49% | Q1 2026 | Apr 20, 2026 |
| Sage Mountain Advisors LLC | History | No change | 32,753 | 2,887 | 0.2% | 0.14% | 693 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 32,698 | 2,882 | 0.71% | 2.19% | 694 | +3,135 | 10.6% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 32,450 | 2,876 | 0.15% | 0.31% | 695 | -50,170 | -60.72% | Q1 2026 | May 12, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 32,559 | 2,870 | 0.65% | 0.65% | 696 | -4,120 | -11.23% | Q1 2026 | Apr 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 32,370 | 2,853 | 0.23% | 0.21% | 697 | +1,000 | 3.19% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 32,123 | 2,831 | 0.17% | 0.14% | 698 | -2,687 | -7.72% | Q1 2026 | Apr 28, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 32,090 | 2,829 | 1.82% | 1.65% | 699 | +1,395 | 4.54% | Q1 2026 | Apr 21, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 32,100 | 2,829 | 1.61% | 1.64% | 700 | -169 | -0.52% | Q1 2026 | Apr 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 32,061 | 2,826 | 0.02% | — | 701 | +32,061 | New | Q1 2026 | May 01, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 31,994 | 2,820 | 2.24% | 2.05% | 702 | +301 | 0.95% | Q1 2026 | May 05, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 31,925 | 2,814 | 2.13% | 1.86% | 703 | +4,518 | 16.48% | Q1 2026 | Apr 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 31,820 | 2,805 | 0.28% | 0.26% | 704 | +315 | 1.0% | Q1 2026 | Apr 30, 2026 |
| Bank OZK | History | Reduced | 31,777 | 2,801 | 0.99% | 0.95% | 705 | -1,314 | -3.97% | Q1 2026 | May 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 31,592 | 2,785 | 0.42% | 0.33% | 706 | +4,548 | 16.82% | Q1 2026 | Apr 15, 2026 |
| LOM Asset Management Ltd | History | No change | 31,500 | 2,777 | 0.8% | 0.74% | 707 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 31,447 | 2,772 | 0.56% | 1.18% | 708 | -55,731 | -63.93% | Q1 2026 | Apr 22, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 31,322 | 2,759 | 1.85% | 1.79% | 709 | -395 | -1.25% | Q1 2026 | Apr 14, 2026 |
| Ancora Advisors LLC | History | Added to | 31,240 | 2,754 | 0.06% | 0.05% | 710 | +2,691 | 9.43% | Q1 2026 | May 15, 2026 |
| Banco BTG Pactual S.A. | History | New | 31,220 | 2,752 | 0.24% | — | 711 | +31,220 | New | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 31,065 | 2,738 | 0.01% | 0.02% | 712 | -4,407 | -12.42% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 31,027 | 2,735 | 0.03% | 0.04% | 713 | -2,236 | -6.72% | Q1 2026 | Apr 23, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 30,958 | 2,729 | 1.57% | 2.56% | 714 | -24,502 | -44.18% | Q1 2026 | Apr 08, 2026 |
| Verus Financial Partners, Inc. | History | No change | 30,161 | 2,719 | 0.24% | 0.26% | 715 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 30,821 | 2,717 | 0.02% | 0.02% | 716 | -2,346 | -7.07% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 33,443 | 2,714 | 0.01% | 0.01% | 717 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 30,733 | 2,709 | 1.43% | 0.74% | 718 | +12,802 | 71.4% | Q1 2026 | Apr 10, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 30,559 | 2,694 | 0.48% | 0.48% | 719 | -89 | -0.29% | Q1 2026 | May 14, 2026 |
| J2 Capital Management Inc | History | Reduced | 30,497 | 2,688 | 1.84% | 3.84% | 720 | -34,310 | -52.94% | Q1 2026 | Apr 21, 2026 |
| HORAN Wealth, LLC | History | Added to | 30,471 | 2,686 | 0.26% | 0.2% | 721 | +14,786 | 94.27% | Q1 2026 | May 08, 2026 |
| Mosley Wealth Management | History | Reduced | 36,902 | 2,685 | 1.22% | 1.29% | 722 | -124 | -0.33% | Q1 2026 | Apr 27, 2026 |
| Holistic Financial Partners | History | No change | 30,322 | 2,673 | 0.99% | 0.89% | 723 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COWA, LLC | History | Reduced | 30,264 | 2,668 | 0.72% | 1.04% | 724 | -11,743 | -27.95% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Added to | 30,059 | 2,650 | 0.07% | 0.06% | 725 | +2,450 | 8.87% | Q1 2026 | May 12, 2026 |
| NVWM, LLC | History | Reduced | 29,871 | 2,633 | 0.59% | 0.8% | 726 | -15,312 | -33.89% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 29,620 | 2,611 | 0.12% | 0.09% | 727 | +5,592 | 23.27% | Q1 2026 | Apr 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 32,020 | 2,599 | 0.19% | 0.19% | 728 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 5T Wealth, LLC | History | Reduced | 29,277 | 2,581 | 1.02% | 1.37% | 729 | -12,820 | -30.45% | Q1 2026 | Apr 13, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 28,215 | 2,577 | 2.86% | 2.94% | 730 | -10,027 | -26.22% | Q1 2026 | Apr 23, 2026 |
| Grand Central Investment Group | History | No change | 29,201 | 2,574 | 1.9% | 1.72% | 731 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 43,470 | 2,557 | 0.81% | 0.94% | 733 | -19,200 | -30.64% | Q1 2026 | Apr 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 29,011 | 2,557 | 0.02% | 0.02% | 732 | -4,918 | -14.49% | Q1 2026 | May 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 28,763 | 2,535 | 0.18% | 0.14% | 734 | +4,031 | 16.3% | Q1 2026 | Apr 28, 2026 |
| West Wealth Group, LLC | History | Reduced | 28,749 | 2,534 | 0.5% | 1.27% | 735 | -46,865 | -61.98% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 28,693 | 2,529 | 0.05% | 0.07% | 736 | -14,866 | -34.13% | Q1 2026 | Apr 17, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 28,649 | 2,525 | 0.1% | 0.08% | 737 | +1,125 | 4.09% | Q1 2026 | May 12, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 28,594 | 2,520 | 2.06% | 2.06% | 738 | -7,626 | -21.05% | Q1 2026 | May 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 28,458 | 2,508 | 0.42% | — | 739 | +28,458 | New | Q1 2026 | Apr 30, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 28,416 | 2,505 | 0.68% | 0.72% | 740 | -3,358 | -10.57% | Q1 2026 | May 05, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 28,370 | 2,501 | 1.06% | — | 741 | +28,370 | New | Q1 2026 | Apr 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 28,358 | 2,500 | 0.17% | 0.15% | 742 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sachetta, LLC | History | Reduced | 28,338 | 2,498 | 1.35% | 1.26% | 743 | -30 | -0.11% | Q1 2026 | May 01, 2026 |
| Simmons Bank | History | Added to | 28,095 | 2,476 | 0.17% | 0.11% | 744 | +7,419 | 35.88% | Q1 2026 | Apr 23, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 28,004 | 2,468 | 0.01% | 0.01% | 745 | -46 | -0.16% | Q1 2026 | Apr 15, 2026 |
| COURAGE CAPITAL MANAGEMENT LLC | History | No change | 28,000 | 2,468 | 3.49% | 3.14% | 746 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 27,961 | 2,465 | 1.94% | 2.0% | 747 | -386 | -1.36% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | New | 27,947 | 2,463 | 0.27% | — | 748 | +27,947 | New | Q1 2026 | May 07, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 27,919 | 2,461 | 1.49% | — | 749 | +27,919 | New | Q1 2026 | May 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 27,748 | 2,446 | 0.59% | 0.22% | 750 | +17,557 | 172.28% | Q1 2026 | May 07, 2026 |
| Naviter Wealth, LLC | History | Reduced | 27,491 | 2,423 | 0.3% | 0.3% | 751 | -903 | -3.18% | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 27,393 | 2,414 | 0.08% | 0.04% | 752 | +10,129 | 58.67% | Q1 2026 | Apr 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 27,305 | 2,405 | 0.3% | 0.52% | 753 | -6,363 | -18.9% | Q1 2026 | May 18, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 27,142 | 2,392 | 0.5% | 0.53% | 754 | -2,319 | -7.87% | Q1 2026 | Apr 15, 2026 |
| Virtus Family Office LLC | History | Reduced | 27,092 | 2,388 | 2.04% | 2.1% | 755 | -2,973 | -9.89% | Q1 2026 | May 06, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 27,086 | 2,387 | 0.6% | 1.46% | 757 | -43,252 | -61.49% | Q1 2026 | May 05, 2026 |
| Clearstead Trust, LLC | History | Reduced | 27,086 | 2,387 | 0.39% | 0.36% | 756 | -1,373 | -4.82% | Q1 2026 | May 06, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 27,066 | 2,386 | 1.66% | 1.75% | 758 | +3,792 | 16.29% | Q1 2026 | Apr 22, 2026 |
| SCS Capital Management LLC | History | Reduced | 26,982 | 2,378 | 0.03% | 0.02% | 759 | -177 | -0.65% | Q1 2026 | May 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 26,970 | 2,377 | 0.07% | 0.07% | 760 | +62 | 0.23% | Q1 2026 | Apr 24, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 26,950 | 2,375 | 0.49% | 0.63% | 761 | -8,347 | -23.65% | Q1 2026 | May 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 26,889 | 2,370 | 0.47% | 0.32% | 762 | +8,658 | 47.49% | Q1 2026 | May 01, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 26,848 | 2,366 | 1.97% | 2.39% | 763 | -8,524 | -24.1% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 26,793 | 2,362 | 0.04% | 0.04% | 764 | +216 | 0.81% | Q1 2026 | May 04, 2026 |
| VICUS CAPITAL | History | Reduced | 26,754 | 2,358 | 0.17% | 0.21% | 765 | -7,136 | -21.06% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 26,687 | 2,352 | 0.11% | 0.09% | 766 | +494 | 1.89% | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | Added to | 26,555 | 2,341 | 0.0% | 0.0% | 767 | +4,175 | 18.66% | Q1 2026 | May 14, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 26,358 | 2,323 | 0.22% | 0.21% | 768 | -738 | -2.72% | Q1 2026 | May 05, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Added to | 26,253 | 2,314 | 1.22% | 1.03% | 769 | +2,232 | 9.29% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 26,231 | 2,312 | 0.17% | 0.13% | 770 | +2,029 | 8.38% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Reduced | 26,058 | 2,297 | 0.11% | 0.15% | 771 | -14,192 | -35.26% | Q1 2026 | Apr 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 26,009 | 2,292 | 0.23% | 0.2% | 772 | +3,276 | 14.41% | Q1 2026 | Apr 30, 2026 |
| Keystone Financial Services | History | Reduced | 25,673 | 2,263 | 0.66% | 1.6% | 773 | -39,534 | -60.63% | Q1 2026 | May 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 25,659 | 2,262 | 0.42% | 0.14% | 774 | +16,693 | 186.18% | Q1 2026 | Apr 15, 2026 |
| TPG Advisors LLC | History | Reduced | 25,592 | 2,256 | 1.41% | 1.54% | 775 | -4,882 | -16.02% | Q1 2026 | Apr 22, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 25,546 | 2,252 | 1.39% | 1.21% | 776 | +350 | 1.39% | Q1 2026 | Apr 23, 2026 |
| WealthShield Partners, LLC | History | Reduced | 25,514 | 2,249 | 0.25% | 0.38% | 777 | -17,191 | -40.26% | Q1 2026 | May 01, 2026 |
| Columbus Macro, LLC | History | Reduced | 25,277 | 2,228 | 0.24% | 0.24% | 778 | -1,385 | -5.19% | Q1 2026 | Apr 21, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 25,221 | 2,223 | 0.46% | 0.47% | 779 | -3,760 | -12.97% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 25,124 | 2,214 | 0.09% | 0.11% | 780 | -6,308 | -20.07% | Q1 2026 | May 08, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 24,882 | 2,193 | 0.55% | 0.39% | 781 | +7,351 | 41.93% | Q1 2026 | Apr 29, 2026 |
| Storen Legacy Partners, LLC | History | New | 24,845 | 2,190 | 0.69% | — | 782 | +24,845 | New | Q1 2026 | Apr 22, 2026 |
| Glenview Trust Co | History | Added to | 24,824 | 2,188 | 0.03% | 0.02% | 783 | +9,911 | 66.46% | Q1 2026 | May 08, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 24,759 | 2,182 | 1.35% | 1.18% | 784 | -90 | -0.36% | Q1 2026 | May 13, 2026 |
| January Capital Advisors LLC | History | New | 24,635 | 2,171 | 2.93% | — | 785 | +24,635 | New | Q1 2026 | May 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 24,470 | 2,157 | 0.04% | 0.05% | 786 | -1,589 | -6.1% | Q1 2026 | Apr 27, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 24,421 | 2,152 | 0.05% | 0.06% | 787 | -2,510 | -9.32% | Q1 2026 | May 13, 2026 |
| Tudor Financial Inc. | History | Reduced | 24,341 | 2,145 | 1.1% | 1.02% | 789 | -130 | -0.53% | Q1 2026 | May 15, 2026 |
| Montis Financial, LLC | History | Reduced | 24,339 | 2,145 | 0.44% | 0.39% | 788 | -39 | -0.16% | Q1 2026 | May 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 24,145 | 2,128 | 0.52% | 0.44% | 790 | +99 | 0.41% | Q1 2026 | Apr 17, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 24,797 | 2,124 | 0.48% | 0.9% | 791 | -14,873 | -37.49% | Q1 2026 | May 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 23,928 | 2,109 | 0.02% | 0.1% | 792 | -88,819 | -78.78% | Q1 2026 | May 13, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 23,891 | 2,106 | 0.88% | 1.48% | 793 | -18,449 | -43.57% | Q1 2026 | Apr 21, 2026 |
| Values First Advisors, Inc. | History | Added to | 23,891 | 2,106 | 1.1% | 0.91% | 794 | +2,216 | 10.22% | Q1 2026 | Apr 17, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 23,826 | 2,100 | 1.15% | 1.48% | 795 | -9,830 | -29.21% | Q1 2026 | Apr 28, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Reduced | 24,725 | 2,099 | 1.84% | 2.15% | 796 | -3,735 | -13.12% | Q1 2026 | May 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 24,517 | 2,082 | 0.13% | 0.35% | 797 | -68,786 | -73.72% | Q1 2026 | Apr 24, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 23,615 | 2,081 | 0.6% | 0.93% | 798 | -16,224 | -40.72% | Q1 2026 | May 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 23,545 | 2,075 | 1.42% | 1.66% | 799 | -2,978 | -11.23% | Q1 2026 | May 04, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 23,440 | 2,066 | 1.02% | 0.71% | 800 | +6,246 | 36.33% | Q1 2026 | Apr 20, 2026 |
| First PREMIER Bank | History | Reduced | 23,401 | 2,063 | 0.48% | 0.44% | 801 | -13 | -0.06% | Q1 2026 | Apr 20, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 23,390 | 2,062 | 0.47% | 0.46% | 802 | -1,723 | -6.86% | Q1 2026 | Apr 17, 2026 |
| American Trust | History | Reduced | 23,373 | 2,060 | 0.18% | 0.26% | 804 | -15,073 | -39.21% | Q1 2026 | May 01, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 23,372 | 2,060 | 0.01% | 0.0% | 803 | +2,406 | 11.48% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 23,359 | 2,059 | 0.03% | 0.03% | 805 | +489 | 2.14% | Q1 2026 | Apr 21, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 23,250 | 2,049 | 0.01% | 0.01% | 806 | -6,800 | -22.63% | Q1 2026 | May 08, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 23,132 | 2,039 | 0.37% | 0.32% | 807 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 4J Wealth Management LLC | History | Reduced | 23,088 | 2,035 | 1.16% | 1.5% | 808 | -9,203 | -28.5% | Q1 2026 | May 05, 2026 |
| Claro Advisors Inc. | History | Reduced | 23,029 | 2,030 | 0.24% | 0.48% | 809 | -20,139 | -46.65% | Q1 2026 | Apr 21, 2026 |
| FIRST HORIZON CORP | History | Reduced | 23,011 | 2,028 | 0.08% | 0.09% | 810 | -2,829 | -10.95% | Q1 2026 | Apr 30, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 22,943 | 2,022 | 1.88% | — | 811 | +22,943 | New | Q1 2026 | May 05, 2026 |
| J.Safra Asset Management Corp | History | No change | 22,571 | 1,989 | 0.11% | 0.1% | 812 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 22,497 | 1,983 | 0.27% | 0.32% | 814 | -6,155 | -21.48% | Q1 2026 | Apr 08, 2026 |
| Sageworth Trust Co | History | No change | 22,496 | 1,983 | 0.09% | 0.08% | 813 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 22,478 | 1,981 | 0.0% | 0.0% | 815 | -11,570 | -33.98% | Q1 2026 | May 13, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 22,404 | 1,975 | 1.34% | — | 816 | +22,404 | New | Q1 2026 | May 05, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 22,058 | 1,944 | 0.51% | 0.48% | 817 | -851 | -3.71% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 22,025 | 1,941 | 0.11% | 0.09% | 818 | +1,678 | 8.25% | Q1 2026 | Apr 30, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 22,007 | 1,940 | 1.35% | 1.17% | 819 | +910 | 4.31% | Q1 2026 | May 08, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 22,007 | 1,940 | 1.69% | 1.52% | 820 | +754 | 3.55% | Q1 2026 | Apr 21, 2026 |
| Bison Wealth, LLC | History | Added to | 21,977 | 1,938 | 0.19% | 0.19% | 821 | +2,063 | 10.36% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 21,951 | 1,935 | 0.06% | 0.05% | 822 | +2,384 | 12.18% | Q1 2026 | May 15, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 21,933 | 1,933 | 1.41% | 1.31% | 823 | -738 | -3.26% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 21,883 | 1,929 | 0.07% | 0.06% | 824 | +2,172 | 11.02% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 21,848 | 1,926 | 0.12% | 0.1% | 825 | +1,395 | 6.82% | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | Added to | 21,842 | 1,925 | 0.23% | 0.21% | 826 | +1,150 | 5.56% | Q1 2026 | Apr 23, 2026 |
| Kilter Group LLC | History | Reduced | 21,804 | 1,922 | 0.83% | 1.05% | 827 | -7,537 | -25.69% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 21,800 | 1,921 | 0.27% | 0.01% | 828 | +21,005 | 2642.14% | Q1 2026 | May 15, 2026 |
| Terra Nova Asset Management LLC | History | No change | 21,766 | 1,918 | 1.42% | 1.16% | 829 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Noble Wealth Management PBC | History | Reduced | 21,650 | 1,908 | 0.96% | 0.9% | 830 | -538 | -2.42% | Q1 2026 | Apr 02, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 21,531 | 1,898 | 1.44% | 1.41% | 831 | +691 | 3.32% | Q1 2026 | Apr 27, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 21,481 | 1,893 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 21,438 | 1,890 | 0.16% | 0.15% | 833 | -1,073 | -4.77% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | Added to | 21,378 | 1,884 | 0.17% | 0.14% | 834 | +3,883 | 22.19% | Q1 2026 | May 06, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 21,168 | 1,866 | 0.48% | 1.02% | 835 | -27,881 | -56.84% | Q1 2026 | Apr 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 21,158 | 1,865 | 0.03% | 0.03% | 836 | -2,936 | -12.19% | Q1 2026 | Apr 07, 2026 |
| Invst, LLC | History | Reduced | 21,101 | 1,860 | 0.21% | 0.51% | 837 | -36,335 | -63.26% | Q1 2026 | May 13, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 21,033 | 1,854 | 0.39% | 0.39% | 838 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Financial Group LLC | History | Reduced | 20,928 | 1,845 | 0.23% | 0.6% | 839 | -31,286 | -59.92% | Q1 2026 | May 04, 2026 |
| EWA, LLC | History | Reduced | 20,896 | 1,842 | 0.42% | 1.0% | 840 | -29,710 | -58.71% | Q1 2026 | Apr 23, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 21,148 | 1,836 | 0.3% | 0.97% | 842 | -42,478 | -66.76% | Q1 2026 | May 08, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 20,828 | 1,836 | 0.83% | 1.04% | 841 | -7,375 | -26.15% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 22,488 | 1,825 | 0.09% | 0.09% | 843 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CERTUITY, LLC | History | Reduced | 20,667 | 1,821 | 0.12% | 0.11% | 844 | -227 | -1.09% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 20,632 | 1,818 | 0.13% | 0.12% | 845 | -1,482 | -6.7% | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 20,468 | 1,804 | 0.28% | 0.0% | 846 | +20,268 | 10134.0% | Q1 2026 | May 04, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 20,397 | 1,798 | 0.22% | 0.23% | 847 | -2,702 | -11.7% | Q1 2026 | Apr 23, 2026 |
| PFG Investments, LLC | History | Reduced | 20,365 | 1,795 | 0.08% | 0.12% | 848 | -12,320 | -37.69% | Q1 2026 | Apr 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 20,276 | 1,787 | 0.05% | 0.06% | 849 | -8,454 | -29.43% | Q1 2026 | Apr 13, 2026 |
| Archer Investment Management, LLC | History | Added to | 20,217 | 1,782 | 0.75% | 0.55% | 851 | +7,572 | 59.88% | Q1 2026 | Apr 08, 2026 |
| Narus Financial Partners, LLC | History | Added to | 20,224 | 1,782 | 0.47% | 0.45% | 850 | +89 | 0.44% | Q1 2026 | Apr 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 20,108 | 1,772 | 0.3% | 0.29% | 852 | -1,018 | -4.82% | Q1 2026 | Apr 21, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 20,080 | 1,770 | 1.16% | 1.19% | 853 | -1,112 | -5.25% | Q1 2026 | Apr 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 20,167 | 1,766 | 0.19% | 1.48% | 854 | -102,454 | -83.55% | Q1 2026 | Apr 10, 2026 |
| Avory & Company, LLC | History | No change | 20,000 | 1,763 | 2.28% | 1.04% | 855 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MCF Advisors LLC | History | Reduced | 19,966 | 1,760 | 0.08% | 0.09% | 856 | -79 | -0.39% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 19,899 | 1,754 | 0.19% | 0.19% | 857 | -1,505 | -7.03% | Q1 2026 | May 06, 2026 |
| ETF Store, Inc. | History | Added to | 19,789 | 1,744 | 1.7% | 1.58% | 859 | +664 | 3.47% | Q1 2026 | Apr 30, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 19,791 | 1,744 | 0.05% | 0.04% | 858 | +283 | 1.45% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 19,752 | 1,741 | 0.1% | 0.08% | 860 | +2,713 | 15.92% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 19,568 | 1,725 | 0.1% | 0.17% | 861 | -16,443 | -45.66% | Q1 2026 | Apr 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 20,093 | 1,706 | 0.05% | 0.06% | 862 | -2,890 | -12.57% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | New | 19,262 | 1,698 | 0.01% | — | 863 | +19,262 | New | Q1 2026 | May 14, 2026 |
| Port Capital LLC | History | No change | 19,250 | 1,697 | 0.08% | 0.07% | 864 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 19,231 | 1,695 | 0.09% | 0.09% | 865 | -100 | -0.52% | Q1 2026 | May 13, 2026 |
| Addison Capital Co | History | New | 19,212 | 1,693 | 0.3% | — | 866 | +19,212 | New | Q1 2026 | Apr 29, 2026 |
| AlphaCore Capital LLC | History | Reduced | 19,086 | 1,682 | 0.04% | 0.05% | 867 | -6,890 | -26.52% | Q1 2026 | May 15, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 19,090 | 1,682 | 0.37% | 0.49% | 868 | -5,876 | -23.54% | Q1 2026 | May 15, 2026 |
| MYECFO, LLC | History | Reduced | 19,065 | 1,680 | 0.7% | 0.66% | 869 | -200 | -1.04% | Q1 2026 | Apr 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 18,879 | 1,664 | 0.05% | 0.04% | 870 | -1,559 | -7.63% | Q1 2026 | Apr 28, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 18,793 | 1,656 | 0.2% | 0.2% | 871 | -960 | -4.86% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 18,763 | 1,654 | 0.04% | 0.04% | 872 | +320 | 1.74% | Q1 2026 | Apr 29, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 18,681 | 1,646 | 1.08% | 0.92% | 874 | +1,625 | 9.53% | Q1 2026 | Apr 09, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 18,680 | 1,646 | 0.03% | 0.03% | 873 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jordan Park Trust Co LLC | History | No change | 18,651 | 1,644 | 1.25% | 1.04% | 875 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Principle Wealth Partners LLC | History | Added to | 18,644 | 1,643 | 0.09% | 0.08% | 876 | +77 | 0.41% | Q1 2026 | May 07, 2026 |
| Forum Financial Management, LP | History | Reduced | 18,535 | 1,634 | 0.02% | 0.02% | 877 | -3,228 | -14.83% | Q1 2026 | Apr 23, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 18,528 | 1,633 | 1.19% | 1.76% | 878 | -11,486 | -38.27% | Q1 2026 | Apr 21, 2026 |
| Blossom Wealth Management | History | Added to | 18,443 | 1,625 | 2.41% | 2.37% | 879 | +728 | 4.11% | Q1 2026 | Apr 28, 2026 |
| Skyline Advisors, Inc. | History | New | 18,414 | 1,623 | 0.57% | — | 881 | +18,414 | New | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 18,420 | 1,623 | 0.06% | 0.04% | 880 | +3,633 | 24.57% | Q1 2026 | May 07, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 18,390 | 1,621 | 0.01% | 0.01% | 882 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Asempa Wealth Advisors | History | Added to | 18,051 | 1,618 | 1.41% | 1.21% | 884 | +679 | 3.91% | Q1 2026 | Apr 08, 2026 |
| Ballew Advisors, Inc | History | No change | 18,035 | 1,618 | 0.91% | 0.88% | 883 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 18,151 | 1,600 | 0.18% | 0.17% | 885 | -644 | -3.43% | Q1 2026 | Apr 15, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 18,089 | 1,594 | 0.65% | 1.43% | 886 | -19,030 | -51.27% | Q1 2026 | May 06, 2026 |
| DMC Group, LLC | History | Reduced | 18,070 | 1,593 | 1.08% | 1.04% | 888 | -1,061 | -5.55% | Q1 2026 | Apr 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 18,371 | 1,593 | 0.0% | 0.0% | 887 | +1,002 | 5.77% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 18,047 | 1,591 | 0.13% | 0.11% | 889 | +93 | 0.52% | Q1 2026 | May 13, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 17,962 | 1,583 | 0.73% | 0.67% | 891 | +423 | 2.41% | Q1 2026 | May 14, 2026 |
| Edge Financial Advisors LLC | History | No change | 19,505 | 1,583 | 0.67% | 0.67% | 890 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 17,951 | 1,582 | 1.03% | 0.91% | 892 | +687 | 3.98% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 17,940 | 1,581 | 0.27% | — | 893 | +17,940 | New | Q1 2026 | Apr 09, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 17,931 | 1,580 | 0.42% | 0.31% | 894 | +3,991 | 28.63% | Q1 2026 | Apr 09, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 17,813 | 1,570 | 0.98% | 1.49% | 896 | -11,893 | -40.04% | Q1 2026 | Apr 15, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 17,814 | 1,570 | 0.19% | 0.14% | 895 | +3,100 | 21.07% | Q1 2026 | May 14, 2026 |
| 5th Street Advisors, LLC | History | Added to | 17,786 | 1,567 | 0.67% | 0.61% | 897 | +1,747 | 10.89% | Q1 2026 | May 04, 2026 |
| IPG Investment Advisors LLC | History | Added to | 17,747 | 1,564 | 0.27% | 0.23% | 898 | +1,325 | 8.07% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 16,587 | 1,561 | 0.14% | 0.15% | 899 | -4,306 | -20.61% | Q1 2026 | Apr 30, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 17,678 | 1,558 | 0.54% | 0.5% | 900 | -90 | -0.51% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | Added to | 17,655 | 1,556 | 0.18% | 0.16% | 901 | +445 | 2.59% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 17,449 | 1,538 | 0.02% | 0.02% | 902 | +235 | 1.37% | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 17,415 | 1,535 | 0.4% | 1.17% | 903 | -37,673 | -68.39% | Q1 2026 | Apr 14, 2026 |
| S.A. Mason LLC | History | Reduced | 17,372 | 1,531 | 0.57% | 0.56% | 904 | -40 | -0.23% | Q1 2026 | Apr 27, 2026 |
| Diversified Trust Co | History | Added to | 17,361 | 1,530 | 0.03% | 0.03% | 905 | +100 | 0.58% | Q1 2026 | Apr 16, 2026 |
| Mirador Capital Partners LP | History | Added to | 17,305 | 1,525 | 0.22% | 0.18% | 906 | +1,515 | 9.59% | Q1 2026 | Apr 08, 2026 |
| Hamilton Capital, LLC | History | Reduced | 17,279 | 1,523 | 0.08% | 0.07% | 907 | -664 | -3.7% | Q1 2026 | May 15, 2026 |
| S&CO INC | History | No change | 17,174 | 1,514 | 0.09% | 0.09% | 908 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 17,154 | 1,512 | 0.22% | 0.21% | 909 | -590 | -3.33% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 17,148 | 1,511 | 0.08% | 0.18% | 910 | -32,680 | -65.59% | Q1 2026 | Apr 28, 2026 |
| Brooklyn Investment Group | History | Added to | 17,021 | 1,500 | 0.05% | 0.05% | 911 | +2,547 | 17.6% | Q1 2026 | Apr 29, 2026 |
| Maia Wealth LLC | History | Reduced | 17,003 | 1,498 | 0.25% | 0.29% | 912 | -1,078 | -5.96% | Q1 2026 | May 08, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 16,917 | 1,491 | 0.07% | 0.06% | 913 | +540 | 3.3% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 16,727 | 1,474 | 0.08% | 0.07% | 914 | +1,556 | 10.26% | Q1 2026 | Apr 24, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 16,643 | 1,467 | 0.14% | 0.15% | 915 | -1,716 | -9.35% | Q1 2026 | Apr 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 16,608 | 1,464 | 0.16% | 0.15% | 916 | -67 | -0.4% | Q1 2026 | May 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 16,561 | 1,460 | 0.14% | 0.16% | 917 | -3,897 | -19.05% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 16,560 | 1,459 | 0.04% | 0.11% | 918 | -27,378 | -62.31% | Q1 2026 | Apr 14, 2026 |
| Curated Wealth Partners LLC | History | No change | 16,522 | 1,456 | 0.18% | 0.14% | 919 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Atala Financial Inc | History | No change | 16,262 | 1,453 | 0.98% | 0.84% | 920 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 16,393 | 1,445 | 0.0% | 0.0% | 921 | -1,387 | -7.8% | Q1 2026 | May 14, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 16,362 | 1,442 | 0.25% | 0.23% | 922 | +10 | 0.06% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 16,335 | 1,440 | 0.31% | 0.38% | 923 | -6,033 | -26.97% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 16,299 | 1,436 | 0.05% | 0.05% | 924 | -859 | -5.01% | Q1 2026 | May 07, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 16,241 | 1,431 | 0.54% | 0.1% | 925 | +12,890 | 384.66% | Q1 2026 | May 18, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 16,188 | 1,427 | 1.29% | 1.33% | 926 | -1,490 | -8.43% | Q1 2026 | May 08, 2026 |
| FFG Partners, LLC | History | Reduced | 16,158 | 1,424 | 0.56% | 0.41% | 927 | -1,151 | -6.65% | Q1 2026 | Apr 17, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 15,982 | 1,408 | 0.42% | 0.43% | 929 | -1,225 | -7.12% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 15,981 | 1,408 | 0.03% | 0.03% | 928 | -223 | -1.38% | Q1 2026 | May 15, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 15,883 | 1,400 | 0.78% | 0.65% | 930 | +1,815 | 12.9% | Q1 2026 | Apr 16, 2026 |
| Frankly Finances, LLC | History | No change | 15,868 | 1,398 | 1.27% | 1.22% | 931 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 15,779 | 1,391 | 0.16% | 0.16% | 932 | -1,735 | -9.91% | Q1 2026 | Apr 16, 2026 |
| TRB Wealth Management, LLC | History | New | 15,675 | 1,381 | 0.2% | — | 933 | +15,675 | New | Q1 2026 | May 14, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 15,660 | 1,380 | 0.62% | 1.73% | 934 | -31,696 | -66.93% | Q1 2026 | Apr 28, 2026 |
| Klingman & Associates, LLC | History | Added to | 15,608 | 1,376 | 0.07% | 0.02% | 935 | +9,295 | 147.24% | Q1 2026 | May 14, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 15,571 | 1,372 | 0.22% | 0.2% | 936 | -90 | -0.57% | Q1 2026 | Apr 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 15,492 | 1,365 | 0.02% | 0.02% | 937 | +43 | 0.28% | Q1 2026 | Apr 09, 2026 |
| Cascade Financial Partners, LLC | History | No change | 15,492 | 1,365 | 0.14% | 0.13% | 938 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ERn Financial, LLC | History | Reduced | 15,478 | 1,364 | 0.26% | 0.27% | 939 | -2,195 | -12.42% | Q1 2026 | Apr 24, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 15,385 | 1,356 | 0.09% | 0.1% | 940 | -4,380 | -22.16% | Q1 2026 | May 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 15,370 | 1,355 | 0.06% | 0.04% | 941 | +2,898 | 23.24% | Q1 2026 | May 06, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 15,344 | 1,352 | 0.14% | 0.14% | 942 | +280 | 1.86% | Q1 2026 | Apr 20, 2026 |
| Banco Santander, S.A. | History | No change | 15,300 | 1,348 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 15,290 | 1,347 | 0.71% | 0.72% | 944 | -1,398 | -8.38% | Q1 2026 | May 14, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 15,246 | 1,344 | 0.37% | 0.35% | 945 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tarbox Family Office, Inc. | History | No change | 15,077 | 1,329 | 0.22% | 0.2% | 946 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NWAM LLC | History | Reduced | 15,009 | 1,323 | 0.08% | 0.08% | 947 | -1,114 | -6.91% | Q1 2026 | May 04, 2026 |
| Guardian Partners Inc. | History | Reduced | 15,000 | 1,322 | 0.11% | 0.22% | 948 | -15,000 | -50.0% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 14,968 | 1,319 | 0.86% | 0.84% | 949 | -60 | -0.4% | Q1 2026 | Apr 14, 2026 |
| Greenspring Advisors, LLC | History | No change | 14,884 | 1,312 | 0.08% | 0.07% | 950 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vident Advisory, LLC | History | Reduced | 14,872 | 1,311 | 0.01% | 0.02% | 951 | -8,242 | -35.66% | Q1 2026 | May 14, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 14,834 | 1,307 | 0.61% | 0.52% | 952 | +399 | 2.76% | Q1 2026 | Apr 27, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 14,780 | 1,303 | 0.31% | 0.3% | 953 | -760 | -4.89% | Q1 2026 | Apr 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 14,760 | 1,301 | 0.08% | 0.08% | 954 | +109 | 0.74% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 14,729 | 1,298 | 0.33% | 0.86% | 955 | -15,980 | -52.04% | Q1 2026 | May 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 14,722 | 1,297 | 0.03% | 0.02% | 956 | -354 | -2.35% | Q1 2026 | Apr 15, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 14,712 | 1,297 | 0.59% | 0.55% | 957 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REBALANCE, LLC | History | No change | 14,709 | 1,296 | 0.08% | 0.07% | 958 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 14,681 | 1,294 | 0.27% | 0.21% | 959 | +1,425 | 10.75% | Q1 2026 | Apr 13, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 14,544 | 1,282 | 0.62% | 0.56% | 960 | +635 | 4.57% | Q1 2026 | May 05, 2026 |
| Strengthening Families & Communities, LLC | History | New | 14,457 | 1,274 | 0.32% | — | 962 | +14,457 | New | Q1 2026 | May 11, 2026 |
| Auxano Advisors, LLC | History | Reduced | 14,460 | 1,274 | 0.25% | 0.27% | 961 | -2,200 | -13.21% | Q1 2026 | May 01, 2026 |
| Marmo Financial Group, LLC | History | No change | 14,344 | 1,264 | 0.63% | 0.55% | 963 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MBL Wealth, LLC | History | Added to | 14,300 | 1,260 | 0.1% | 0.07% | 964 | +3,000 | 26.55% | Q1 2026 | Apr 28, 2026 |
| Cooke Wealth Management, LLC | History | Reduced | 14,288 | 1,259 | 1.12% | 1.23% | 965 | -1,888 | -11.67% | Q1 2026 | Apr 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 14,231 | 1,254 | 0.03% | 0.03% | 966 | -105 | -0.73% | Q1 2026 | Apr 23, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 14,216 | 1,253 | 0.14% | 0.15% | 967 | -2,158 | -13.18% | Q1 2026 | May 04, 2026 |
| Blue Fin Capital, Inc. | History | No change | 15,396 | 1,249 | 0.19% | 0.19% | 968 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 15,291 | 1,247 | 0.19% | 0.19% | 969 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 14,129 | 1,245 | 0.04% | 0.04% | 970 | -499 | -3.41% | Q1 2026 | May 15, 2026 |
| May Hill Capital, LLC | History | Reduced | 14,101 | 1,243 | 0.31% | 0.68% | 971 | -16,855 | -54.45% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,627 | 1,242 | 0.04% | 0.02% | 972 | +6,622 | 82.72% | Q1 2026 | May 15, 2026 |
| True Vision MN LLC | History | Reduced | 14,044 | 1,238 | 0.64% | 1.52% | 973 | -22,803 | -61.89% | Q1 2026 | Apr 16, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 14,006 | 1,234 | 0.11% | 0.1% | 974 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| First Bank & Trust | History | Added to | 13,985 | 1,232 | 0.2% | 0.18% | 975 | +428 | 3.16% | Q1 2026 | Apr 10, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 13,904 | 1,225 | 0.7% | — | 976 | +13,904 | New | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 13,839 | 1,220 | 0.0% | 0.0% | 977 | -2,283 | -14.16% | Q1 2026 | May 12, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 13,838 | 1,219 | 0.52% | 0.49% | 978 | -900 | -6.11% | Q1 2026 | May 15, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 13,822 | 1,218 | 0.18% | 0.17% | 979 | -599 | -4.15% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 13,662 | 1,204 | 0.02% | 0.02% | 980 | +3,526 | 34.79% | Q1 2026 | Apr 15, 2026 |
| Alpha Financial Partners LLC | History | Added to | 13,595 | 1,198 | 0.71% | 0.64% | 981 | +635 | 4.9% | Q1 2026 | May 13, 2026 |
| Pachira Investments Inc. | History | Added to | 13,580 | 1,197 | 0.56% | 0.23% | 982 | +7,742 | 132.61% | Q1 2026 | Apr 27, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 13,441 | 1,184 | 0.11% | 0.1% | 983 | -10 | -0.07% | Q1 2026 | Apr 23, 2026 |
| Cedar Wealth Management, LLC | History | No change | 13,365 | 1,178 | 0.34% | 0.32% | 984 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 13,334 | 1,175 | 0.06% | 0.06% | 985 | +334 | 2.57% | Q1 2026 | May 06, 2026 |
| PDS Planning, Inc | History | Added to | 13,301 | 1,172 | 0.08% | 0.07% | 986 | +25 | 0.19% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 13,141 | 1,158 | 0.17% | 0.15% | 987 | +575 | 4.58% | Q1 2026 | Apr 21, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 13,043 | 1,149 | 0.16% | 0.28% | 989 | -5,608 | -30.07% | Q1 2026 | Apr 20, 2026 |
| Community Bank, N.A. | History | Reduced | 13,044 | 1,149 | 0.14% | 0.14% | 988 | -1,983 | -13.2% | Q1 2026 | May 12, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 13,029 | 1,148 | 0.05% | 0.05% | 990 | -16 | -0.12% | Q1 2026 | Apr 20, 2026 |
| Mill Capital Management, LLC | History | No change | 12,994 | 1,145 | 0.09% | 0.08% | 991 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TopTier Wealth Management, LLC | History | No change | 12,988 | 1,145 | 0.7% | 0.72% | 992 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 12,923 | 1,139 | 0.03% | 0.01% | 993 | +8,459 | 189.49% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 12,732 | 1,133 | 0.04% | 0.04% | 994 | -1,481 | -10.42% | Q1 2026 | Apr 09, 2026 |
| DAVIS R M INC | History | Reduced | 12,833 | 1,131 | 0.02% | 0.02% | 995 | -550 | -4.11% | Q1 2026 | May 13, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 12,823 | 1,130 | 0.26% | 0.24% | 997 | +7 | 0.05% | Q1 2026 | Apr 20, 2026 |
| ICONIQ Capital, LLC | History | No change | 12,819 | 1,130 | 0.03% | 0.02% | 996 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 12,814 | 1,129 | 0.92% | 1.43% | 999 | -7,539 | -37.04% | Q1 2026 | May 11, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 12,814 | 1,129 | 0.34% | 0.24% | 998 | +2,903 | 29.29% | Q1 2026 | Apr 13, 2026 |
| Sharper & Granite LLC | History | Reduced | 12,805 | 1,128 | 0.39% | 0.42% | 1000 | -1,845 | -12.59% | Q1 2026 | Apr 08, 2026 |
| McAdam, LLC | History | Added to | 12,784 | 1,127 | 0.05% | 0.04% | 1001 | +1,796 | 16.35% | Q1 2026 | May 08, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 12,757 | 1,124 | 0.22% | 0.21% | 1002 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 12,716 | 1,121 | 0.02% | 0.02% | 1003 | +54 | 0.43% | Q1 2026 | May 01, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 12,656 | 1,116 | 0.13% | 0.13% | 1004 | -177 | -1.38% | Q1 2026 | Apr 17, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 12,632 | 1,114 | 0.09% | 0.07% | 1005 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Forum Finance Group S.A. | History | New | 15,762 | 1,112 | 0.6% | — | 1006 | +15,762 | New | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 12,553 | 1,106 | 0.01% | 0.02% | 1007 | -8,004 | -38.94% | Q1 2026 | May 08, 2026 |
| Continuum Advisory, LLC | History | Reduced | 12,553 | 1,106 | 0.11% | 0.11% | 1008 | -1,353 | -9.73% | Q1 2026 | Apr 22, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 12,555 | 1,106 | 0.81% | 0.72% | 1009 | +510 | 4.23% | Q1 2026 | Apr 22, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 12,537 | 1,105 | 0.55% | 1.31% | 1010 | -18,902 | -60.12% | Q1 2026 | Apr 16, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 12,500 | 1,102 | 0.35% | 0.31% | 1011 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 12,420 | 1,095 | 0.07% | 0.04% | 1012 | +3,999 | 47.49% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,376 | 1,091 | 0.08% | 0.09% | 1013 | -4,571 | -26.97% | Q1 2026 | Apr 16, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 12,351 | 1,088 | 0.0% | 0.0% | 1014 | +1,519 | 14.02% | Q1 2026 | May 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 12,338 | 1,087 | 0.01% | 0.01% | 1015 | -201 | -1.6% | Q1 2026 | Apr 21, 2026 |
| JT Stratford LLC | History | Reduced | 12,247 | 1,079 | 0.14% | 0.16% | 1017 | -2,955 | -19.44% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 12,243 | 1,079 | 0.02% | 0.02% | 1016 | +92 | 0.76% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,222 | 1,077 | 0.04% | 0.05% | 1018 | -7,116 | -36.8% | Q1 2026 | Apr 07, 2026 |
| Center For Asset Management LLC | History | Reduced | 12,175 | 1,073 | 0.53% | 0.74% | 1019 | -5,170 | -29.81% | Q1 2026 | Apr 16, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 12,116 | 1,068 | 0.61% | 0.61% | 1020 | +50 | 0.41% | Q1 2026 | Apr 22, 2026 |
| GLR Partners, LLC | History | New | 11,970 | 1,055 | 0.58% | — | 1021 | +11,970 | New | Q1 2026 | May 13, 2026 |
| Colony Family Offices, LLC | History | No change | 11,820 | 1,042 | 0.26% | 0.24% | 1022 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 11,818 | 1,041 | 0.2% | 0.2% | 1023 | +23 | 0.19% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 11,783 | 1,038 | 0.04% | 0.03% | 1024 | +299 | 2.6% | Q1 2026 | May 06, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 11,758 | 1,036 | 0.92% | 0.9% | 1025 | -274 | -2.28% | Q1 2026 | May 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 11,691 | 1,030 | 0.38% | 0.45% | 1026 | -3,016 | -20.51% | Q1 2026 | Apr 09, 2026 |
| Exchange Bank | History | Added to | 11,677 | 1,029 | 0.71% | 0.56% | 1027 | +1,688 | 16.9% | Q1 2026 | Apr 08, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 11,787 | 1,024 | 0.02% | 0.02% | 1028 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 11,573 | 1,020 | 0.54% | 0.93% | 1029 | -11,060 | -48.87% | Q1 2026 | Apr 28, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 11,576 | 1,020 | 0.31% | 0.34% | 1030 | -2,485 | -17.67% | Q1 2026 | May 20, 2026 |
| GREENLEAF TRUST | History | Added to | 11,555 | 1,018 | 0.01% | 0.01% | 1031 | +2,919 | 33.8% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 11,849 | 1,015 | 0.14% | 0.38% | 1032 | -12,338 | -51.01% | Q1 2026 | May 06, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 11,482 | 1,012 | 0.23% | 0.24% | 1033 | -1,426 | -11.05% | Q1 2026 | Apr 27, 2026 |
| Hirtle & Co., LLC | History | No change | 11,452 | 1,009 | 0.03% | 0.03% | 1034 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 11,443 | 1,008 | 0.14% | 0.25% | 1035 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lantz Financial LLC | History | Reduced | 11,396 | 1,004 | 0.21% | 0.28% | 1036 | -5,130 | -31.04% | Q1 2026 | Apr 09, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 11,242 | 991 | 0.32% | 0.34% | 1037 | -640 | -5.39% | Q1 2026 | Apr 20, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 11,197 | 987 | 0.08% | 0.07% | 1038 | -252 | -2.2% | Q1 2026 | May 05, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | Added to | 11,140 | 982 | 0.54% | 0.44% | 1039 | +300 | 2.77% | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | No change | 11,083 | 977 | 0.04% | 0.04% | 1040 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| North Forty Two & Co. | History | Added to | 11,054 | 974 | 0.9% | 0.84% | 1041 | +50 | 0.45% | Q1 2026 | Apr 21, 2026 |
| RCW Management, LLC | History | Reduced | 11,020 | 971 | 1.0% | 0.97% | 1042 | -816 | -6.89% | Q1 2026 | Apr 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 11,009 | 970 | 0.05% | 0.08% | 1043 | +698 | 6.77% | Q1 2026 | Apr 21, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 11,186 | 967 | 0.42% | 1.09% | 1045 | -20,368 | -64.55% | Q1 2026 | May 04, 2026 |
| Advisor Resource Council | History | Added to | 10,977 | 967 | 0.31% | 0.34% | 1044 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| RAINIER FAMILY WEALTH INC | History | New | 10,957 | 965 | 0.65% | — | 1047 | +10,957 | New | Q1 2026 | Apr 16, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 10,954 | 965 | 0.12% | 0.11% | 1046 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 10,900 | 960 | 0.15% | 0.1% | 1048 | +4,485 | 69.91% | Q1 2026 | Apr 17, 2026 |
| SWMG, LLC | History | Reduced | 10,823 | 954 | 0.27% | 0.6% | 1049 | -12,478 | -53.55% | Q1 2026 | Apr 24, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 10,779 | 950 | 0.2% | 0.22% | 1050 | -2,094 | -16.27% | Q1 2026 | May 04, 2026 |
| Colonial Trust Co / SC | History | Reduced | 10,768 | 949 | 0.13% | 0.12% | 1051 | -204 | -1.86% | Q1 2026 | May 12, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 10,742 | 947 | 0.31% | 0.32% | 1052 | -212 | -1.94% | Q1 2026 | May 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 10,680 | 941 | 0.28% | 0.26% | 1053 | +321 | 3.1% | Q1 2026 | Apr 06, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 10,652 | 939 | 0.04% | 0.03% | 1054 | +1,000 | 10.36% | Q1 2026 | Apr 29, 2026 |
| South Shore Capital Advisors | History | Added to | 10,624 | 936 | 0.68% | 0.63% | 1055 | +58 | 0.55% | Q1 2026 | Apr 28, 2026 |
| Texas Yale Capital Corp. | History | No change | 10,600 | 934 | 0.03% | 0.03% | 1056 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 10,594 | 933 | 0.41% | 0.36% | 1057 | +483 | 4.78% | Q1 2026 | May 01, 2026 |
| Urban Wealth Management, LLC | History | No change | 10,557 | 930 | 0.95% | 0.8% | 1058 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,494 | 925 | 0.03% | 0.04% | 1059 | -1,824 | -14.81% | Q1 2026 | Apr 28, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 10,497 | 925 | 0.09% | 0.07% | 1060 | +1,620 | 18.25% | Q1 2026 | May 08, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 10,441 | 920 | 0.56% | 0.53% | 1061 | -916 | -8.07% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 10,424 | 918 | 0.16% | 0.26% | 1062 | -7,946 | -43.26% | Q1 2026 | Apr 17, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 10,392 | 916 | 0.06% | 0.06% | 1063 | -125 | -1.19% | Q1 2026 | Apr 28, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 10,379 | 915 | 0.02% | 0.02% | 1064 | -1,329 | -11.35% | Q1 2026 | Apr 30, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 10,337 | 911 | 0.36% | 0.33% | 1065 | -343 | -3.21% | Q1 2026 | Apr 22, 2026 |
| BXM Wealth LLC | History | No change | 10,300 | 908 | 0.7% | 0.64% | 1066 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 10,294 | 907 | 0.27% | 0.24% | 1067 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| First Growth Capital LLC | History | Reduced | 10,110 | 906 | 0.82% | 0.94% | 1068 | -991 | -8.93% | Q1 2026 | May 04, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 10,241 | 902 | 0.13% | 0.13% | 1069 | -18 | -0.18% | Q1 2026 | Apr 16, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 10,240 | 902 | 0.36% | 0.33% | 1070 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | Added to | 10,160 | 895 | 0.01% | 0.01% | 1071 | +307 | 3.12% | Q1 2026 | May 01, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 10,153 | 895 | 0.11% | 0.1% | 1072 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LVW Advisors, LLC | History | New | 10,120 | 892 | 0.08% | — | 1074 | +10,120 | New | Q1 2026 | Apr 20, 2026 |
| Essex Bank | History | Reduced | 10,126 | 892 | 0.2% | 0.19% | 1073 | -573 | -5.36% | Q1 2026 | Apr 17, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 10,116 | 891 | 0.06% | 0.06% | 1075 | -254 | -2.45% | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | Added to | 10,073 | 888 | 0.15% | 0.1% | 1077 | +2,822 | 38.92% | Q1 2026 | Apr 28, 2026 |
| Keel Point, LLC | History | No change | 10,941 | 888 | 0.05% | 0.05% | 1076 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 10,062 | 887 | 0.3% | 0.33% | 1078 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 10,055 | 886 | 0.01% | 0.01% | 1079 | +1,076 | 11.98% | Q1 2026 | May 05, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 10,046 | 885 | 0.21% | 0.21% | 1080 | -1,454 | -12.64% | Q1 2026 | Apr 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 10,000 | 881 | 0.08% | 0.07% | 1081 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 10,790 | 875 | 0.26% | 0.26% | 1082 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,775 | 861 | 0.01% | 0.02% | 1083 | -7,116 | -42.13% | Q1 2026 | May 12, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 9,775 | 861 | 0.51% | 0.46% | 1084 | +1,175 | 13.66% | Q1 2026 | May 12, 2026 |
| Advisory Advocates, LLC | History | Reduced | 9,736 | 858 | 0.88% | 0.9% | 1085 | -1,432 | -12.82% | Q1 2026 | May 05, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 9,729 | 857 | 0.06% | 0.05% | 1086 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Intrua Financial, LLC | History | Reduced | 9,712 | 856 | 0.09% | 0.21% | 1087 | -14,696 | -60.21% | Q1 2026 | Apr 23, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 9,717 | 856 | 0.04% | 0.03% | 1088 | -459 | -4.51% | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | No change | 9,670 | 852 | 0.23% | 0.21% | 1089 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| New Millennium Group LLC | History | No change | 10,502 | 852 | 0.37% | 0.37% | 1090 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 9,661 | 851 | 0.62% | 0.45% | 1092 | +2,051 | 26.95% | Q1 2026 | May 08, 2026 |
| Entelevest, LLC | History | Added to | 9,654 | 851 | 0.85% | 0.64% | 1091 | +1,747 | 22.09% | Q1 2026 | May 04, 2026 |
| GWN SECURITIES INC. | History | Reduced | 9,630 | 849 | 0.16% | 0.17% | 1093 | -740 | -7.14% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Added to | 9,605 | 846 | 0.09% | 0.08% | 1094 | +103 | 1.08% | Q1 2026 | May 05, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 9,579 | 844 | 0.43% | 0.33% | 1095 | +1,625 | 20.43% | Q1 2026 | May 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | New | 9,548 | 841 | 0.23% | — | 1097 | +9,548 | New | Q1 2026 | Apr 27, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 9,473 | 841 | 0.02% | 0.02% | 1096 | +1,759 | 22.8% | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 9,511 | 838 | 0.0% | 0.0% | 1098 | -763 | -7.43% | Q1 2026 | May 05, 2026 |
| May Barnhard Investments LLC | History | Added to | 9,452 | 833 | 0.4% | 0.36% | 1099 | +80 | 0.85% | Q1 2026 | May 13, 2026 |
| United Asset Strategies, Inc. | History | Added to | 9,438 | 832 | 0.07% | 0.05% | 1100 | +941 | 11.07% | Q1 2026 | Apr 29, 2026 |
| KKM Financial LLC | History | No change | 10,243 | 831 | 0.15% | 0.15% | 1101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 9,398 | 828 | 0.09% | 0.06% | 1102 | +2,570 | 37.64% | Q1 2026 | Apr 28, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 9,376 | 826 | 0.03% | 0.03% | 1103 | -100 | -1.06% | Q1 2026 | Apr 29, 2026 |
| Advance Capital Management, Inc. | History | Added to | 9,360 | 825 | 0.03% | 0.03% | 1104 | +270 | 2.97% | Q1 2026 | Apr 29, 2026 |
| Aureus Asset Management, LLC | History | Added to | 9,322 | 821 | 0.05% | 0.01% | 1105 | +6,597 | 242.09% | Q1 2026 | May 13, 2026 |
| Atlatl Advisers LLC | History | Reduced | 9,276 | 817 | 0.61% | 0.5% | 1106 | -6,777 | -42.22% | Q1 2026 | May 07, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 9,267 | 816 | 0.3% | 0.28% | 1107 | -40 | -0.43% | Q1 2026 | Apr 22, 2026 |
| Towne Trust Company, N.A | History | Reduced | 9,250 | 815 | 0.26% | 0.25% | 1108 | -450 | -4.64% | Q1 2026 | Apr 22, 2026 |
| ASPIRIANT, LLC | History | No change | 9,239 | 814 | 0.02% | 0.02% | 1109 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 9,226 | 813 | 0.21% | — | 1110 | +9,226 | New | Q1 2026 | May 04, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 9,215 | 812 | 0.18% | 0.2% | 1111 | -710 | -7.15% | Q1 2026 | Apr 08, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 9,169 | 808 | 0.22% | 0.06% | 1112 | +6,396 | 230.65% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 9,129 | 804 | 0.06% | 0.11% | 1114 | -8,425 | -47.99% | Q1 2026 | Apr 08, 2026 |
| BTC Capital Management, Inc. | History | Added to | 9,123 | 804 | 0.05% | 0.02% | 1115 | +5,223 | 133.92% | Q1 2026 | Apr 20, 2026 |
| SFE Investment Counsel | History | Reduced | 9,124 | 804 | 0.13% | 0.12% | 1113 | -408 | -4.28% | Q1 2026 | May 01, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 9,063 | 798 | 0.4% | 0.87% | 1116 | -11,023 | -54.88% | Q1 2026 | May 15, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 9,026 | 795 | 0.75% | 1.29% | 1118 | -6,576 | -42.15% | Q1 2026 | May 08, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 9,022 | 795 | 0.03% | 0.03% | 1117 | -1,868 | -17.15% | Q1 2026 | Apr 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 9,000 | 793 | 0.14% | — | 1124 | +9,000 | New | Q1 2026 | May 08, 2026 |
| TCFG Investment Advisors, LLC | History | New | 9,000 | 793 | 0.3% | — | 1125 | +9,000 | New | Q1 2026 | May 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 8,998 | 793 | 0.04% | 0.06% | 1121 | -5,126 | -36.29% | Q1 2026 | Apr 20, 2026 |
| Magnus Financial Group LLC | History | Added to | 9,006 | 793 | 0.06% | 0.04% | 1123 | +2,521 | 38.87% | Q1 2026 | Apr 10, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 8,998 | 793 | 0.03% | 0.02% | 1119 | +1,205 | 15.46% | Q1 2026 | May 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 9,000 | 793 | 0.3% | 0.29% | 1120 | -101 | -1.11% | Q1 2026 | Apr 23, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 9,000 | 793 | 0.07% | 0.06% | 1122 | -78 | -0.86% | Q1 2026 | Apr 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,967 | 790 | 0.08% | 0.07% | 1126 | +315 | 3.64% | Q1 2026 | Apr 15, 2026 |
| Nilsine Partners, LLC | History | No change | 8,973 | 790 | 0.06% | 0.06% | 1127 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 8,956 | 789 | 0.44% | 0.42% | 1128 | +113 | 1.28% | Q1 2026 | Apr 27, 2026 |
| High Point Wealth Management, LLC | History | Added to | 8,847 | 779 | 0.75% | 0.33% | 1129 | +4,502 | 103.61% | Q1 2026 | Apr 08, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 8,786 | 774 | 0.23% | 0.54% | 1130 | -13,268 | -60.16% | Q1 2026 | Apr 20, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 8,755 | 771 | 0.0% | 0.0% | 1131 | +6,005 | 218.36% | Q1 2026 | Apr 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 9,489 | 770 | 0.06% | 0.06% | 1132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 8,691 | 766 | 0.03% | 0.04% | 1133 | -4,830 | -35.72% | Q1 2026 | May 11, 2026 |
| Diesslin Group, Inc. | History | Reduced | 8,664 | 763 | 0.34% | 0.39% | 1134 | -3,386 | -28.1% | Q1 2026 | Apr 21, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 8,640 | 761 | 0.14% | 0.09% | 1135 | -2,922 | -25.27% | Q1 2026 | Apr 21, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 8,639 | 761 | 0.4% | 0.41% | 1136 | -330 | -3.68% | Q1 2026 | May 04, 2026 |
| Benchmark Investment Advisors LLC | History | New | 8,630 | 760 | 0.44% | — | 1138 | +8,630 | New | Q1 2026 | May 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 8,638 | 760 | 0.16% | 0.19% | 1137 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 8,575 | 755 | 0.05% | 0.04% | 1139 | -650 | -7.05% | Q1 2026 | May 01, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 8,566 | 755 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 8,520 | 751 | 0.07% | 0.06% | 1141 | +226 | 2.72% | Q1 2026 | Apr 13, 2026 |
| Capital Planning Advisors, LLC | History | No change | 8,464 | 746 | 0.11% | 0.09% | 1142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Added to | 8,415 | 741 | 0.18% | 0.16% | 1143 | +266 | 3.26% | Q1 2026 | May 11, 2026 |
| Fiduciary Alliance LLC | History | Added to | 8,201 | 740 | 0.04% | 0.02% | 1144 | +3,627 | 79.3% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 8,375 | 738 | 0.05% | 0.06% | 1145 | -2,109 | -20.12% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 8,456 | 731 | 0.0% | — | 1146 | +8,456 | New | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 9,006 | 730 | 0.13% | 0.13% | 1147 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 8,275 | 729 | 0.17% | 0.15% | 1148 | -100 | -1.19% | Q1 2026 | Apr 30, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 8,269 | 728 | 0.17% | 0.16% | 1149 | -206 | -2.43% | Q1 2026 | May 06, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 8,256 | 727 | 0.09% | 0.09% | 1150 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Madson Wealth Advisors Inc | History | New | 8,226 | 725 | 0.6% | — | 1152 | +8,226 | New | Q1 2026 | Apr 21, 2026 |
| Moment Partners, LLC | History | New | 8,225 | 725 | 0.13% | — | 1151 | +8,225 | New | Q1 2026 | May 04, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 8,212 | 723 | 0.12% | 0.12% | 1153 | -1,150 | -12.28% | Q1 2026 | Apr 29, 2026 |
| TCW GROUP INC | History | Added to | 8,195 | 722 | 0.01% | 0.0% | 1154 | +600 | 7.9% | Q1 2026 | May 14, 2026 |
| Index Technologies Group LLC | History | Added to | 8,168 | 720 | 0.78% | 0.66% | 1155 | +323 | 4.12% | Q1 2026 | Apr 29, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 8,157 | 719 | 0.03% | 0.02% | 1156 | -57 | -0.69% | Q1 2026 | Apr 21, 2026 |
| SVB WEALTH LLC | History | No change | 8,152 | 718 | 0.05% | 0.04% | 1157 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 8,059 | 710 | 0.36% | 1.15% | 1159 | -20,122 | -71.4% | Q1 2026 | Apr 17, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 8,061 | 710 | 0.34% | 0.32% | 1158 | -10 | -0.12% | Q1 2026 | Apr 14, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 8,049 | 709 | 0.33% | 0.29% | 1160 | -195 | -2.37% | Q1 2026 | Apr 17, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 8,031 | 708 | 0.73% | 0.72% | 1161 | -14 | -0.17% | Q1 2026 | Apr 29, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 8,010 | 706 | 0.74% | 0.58% | 1162 | +832 | 11.59% | Q1 2026 | Apr 16, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | No change | 7,976 | 703 | 2.19% | 1.96% | 1163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Partners Group, Inc | History | Added to | 7,963 | 701 | 0.08% | 0.07% | 1164 | +1,250 | 18.62% | Q1 2026 | Apr 10, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 7,946 | 700 | 0.66% | 0.34% | 1165 | +4,301 | 118.0% | Q1 2026 | May 15, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 7,922 | 698 | 0.2% | 0.21% | 1166 | -1,036 | -11.57% | Q1 2026 | May 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,905 | 696 | 0.03% | 0.03% | 1167 | +243 | 3.17% | Q1 2026 | May 13, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 7,856 | 692 | 0.3% | 0.29% | 1168 | -138 | -1.73% | Q1 2026 | Apr 08, 2026 |
| FARMERS TRUST CO | History | Reduced | 7,839 | 691 | 0.11% | 0.11% | 1169 | -439 | -5.3% | Q1 2026 | Apr 07, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 8,522 | 691 | 0.14% | 0.14% | 1170 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Facet Wealth, Inc. | History | Added to | 7,827 | 690 | 0.01% | 0.01% | 1171 | +2,442 | 45.35% | Q1 2026 | May 07, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 7,832 | 690 | 0.59% | 0.49% | 1172 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 7,815 | 688 | 0.01% | 0.01% | 1173 | -854 | -9.85% | Q1 2026 | May 12, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 7,811 | 688 | 0.13% | 0.12% | 1174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cynosure Group, LLC | History | No change | 7,814 | 688 | 0.09% | 0.06% | 1175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 7,797 | 687 | 6.29% | 3.86% | 1176 | -17,922 | -69.68% | Q1 2026 | Apr 14, 2026 |
| McAlvany Wealth Management LLC | History | Reduced | 8,087 | 686 | 0.46% | 0.5% | 1177 | -5 | -0.06% | Q1 2026 | May 06, 2026 |
| Tacita Capital Inc | History | No change | 7,777 | 685 | 0.41% | 0.37% | 1178 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 7,752 | 683 | 0.07% | 0.1% | 1179 | -3,009 | -27.96% | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 7,769 | 682 | 0.21% | 0.2% | 1180 | +238 | 3.16% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 7,716 | 680 | 0.01% | — | 1181 | +7,716 | New | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | No change | 7,701 | 678 | 0.0% | 0.0% | 1182 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 7,534 | 675 | 0.03% | 0.03% | 1183 | -532 | -6.6% | Q1 2026 | Apr 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 7,612 | 671 | 0.17% | 0.23% | 1184 | -2,606 | -25.5% | Q1 2026 | May 06, 2026 |
| WealthCollab, LLC | History | Added to | 7,600 | 670 | 0.28% | 0.24% | 1185 | +318 | 4.37% | Q1 2026 | May 13, 2026 |
| Capital Squared Financial LLC | History | Reduced | 7,534 | 664 | 0.51% | 0.52% | 1186 | -647 | -7.91% | Q1 2026 | May 01, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 7,525 | 663 | 0.11% | 0.13% | 1187 | -1,725 | -18.65% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 7,524 | 663 | 0.53% | 0.55% | 1188 | -454 | -5.69% | Q1 2026 | May 01, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 7,512 | 662 | 0.06% | 0.08% | 1189 | -2,079 | -21.68% | Q1 2026 | May 13, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 7,500 | 661 | 0.36% | 0.34% | 1190 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Net Worth Advisory Group | History | Reduced | 7,460 | 657 | 0.14% | 0.16% | 1191 | -2,037 | -21.45% | Q1 2026 | May 05, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 7,450 | 656 | 0.5% | 0.45% | 1192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLB&B Advisors, LLC | History | Added to | 7,434 | 655 | 0.03% | 0.02% | 1193 | +955 | 14.74% | Q1 2026 | Apr 28, 2026 |
| Austin Private Wealth, LLC | History | No change | 8,065 | 654 | 0.05% | 0.05% | 1194 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 7,408 | 653 | 0.05% | 0.05% | 1195 | -327 | -4.23% | Q1 2026 | May 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 7,380 | 650 | 0.07% | 0.03% | 1197 | +3,894 | 111.7% | Q1 2026 | May 15, 2026 |
| DURANTE & WATERS, LLC | History | No change | 7,380 | 650 | 0.47% | 0.42% | 1196 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,237 | 649 | 0.05% | 0.05% | 1199 | -2,140 | -22.82% | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 7,368 | 649 | 0.09% | 0.08% | 1198 | +662 | 9.87% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 7,323 | 645 | 0.04% | 0.04% | 1200 | +92 | 1.27% | Q1 2026 | Apr 27, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 7,307 | 644 | 0.2% | 0.16% | 1201 | +422 | 6.13% | Q1 2026 | Apr 28, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 7,252 | 639 | 0.67% | 0.95% | 1202 | +1,139 | 18.63% | Q1 2026 | May 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 7,240 | 638 | 0.41% | 0.35% | 1203 | +635 | 9.61% | Q1 2026 | May 20, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 7,235 | 637 | 0.05% | 0.05% | 1204 | -41 | -0.56% | Q1 2026 | May 05, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 7,220 | 636 | 0.06% | 0.07% | 1205 | -1,144 | -13.68% | Q1 2026 | Apr 23, 2026 |
| XML Financial, LLC | History | Reduced | 7,182 | 633 | 0.05% | 0.06% | 1206 | -1,765 | -19.73% | Q1 2026 | Apr 16, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 7,179 | 632 | 0.11% | 0.04% | 1207 | +4,007 | 126.32% | Q1 2026 | May 04, 2026 |
| Kestra Investment Management, LLC | History | Added to | 7,171 | 632 | 0.01% | 0.01% | 1208 | +2,074 | 40.69% | Q1 2026 | May 11, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 7,760 | 629 | 0.04% | 0.04% | 1209 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CGN Advisors LLC | History | Added to | 7,129 | 628 | 0.05% | 0.05% | 1211 | +92 | 1.31% | Q1 2026 | Apr 13, 2026 |
| First City Capital Management, Inc. | History | Reduced | 7,133 | 628 | 0.33% | 0.31% | 1210 | -60 | -0.83% | Q1 2026 | Apr 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 7,121 | 627 | 0.23% | 0.23% | 1212 | -1,442 | -16.84% | Q1 2026 | May 12, 2026 |
| Solidarity Wealth, LLC | History | No change | 7,087 | 624 | 0.12% | 0.12% | 1213 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 7,036 | 620 | 0.01% | — | 1214 | +7,036 | New | Q1 2026 | May 01, 2026 |
| Pullen Investment Management, LLC | History | Added to | 7,030 | 619 | 0.31% | 0.3% | 1215 | +38 | 0.54% | Q1 2026 | Apr 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 7,013 | 618 | 0.08% | 0.07% | 1216 | -54 | -0.76% | Q1 2026 | Apr 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 7,009 | 617 | 0.1% | 0.09% | 1217 | +323 | 4.83% | Q1 2026 | May 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 6,997 | 616 | 0.09% | — | 1221 | +6,997 | New | Q1 2026 | Apr 30, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,997 | 616 | 0.04% | 0.05% | 1218 | -1,775 | -20.23% | Q1 2026 | Apr 16, 2026 |
| Midwest Financial Group LLC | History | Added to | 6,997 | 616 | 0.26% | 0.2% | 1220 | +1,308 | 22.99% | Q1 2026 | Apr 22, 2026 |
| WBH ADVISORY INC | History | Reduced | 6,879 | 616 | 0.05% | 0.05% | 1219 | -667 | -8.84% | Q1 2026 | Apr 27, 2026 |
| Nemes Rush Group LLC | History | Added to | 6,983 | 615 | 0.06% | 0.05% | 1222 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Marble Wealth, LLC | History | Reduced | 6,957 | 613 | 0.11% | 0.32% | 1223 | -21,215 | -75.31% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | Added to | 6,949 | 612 | 0.03% | 0.03% | 1224 | +615 | 9.71% | Q1 2026 | Apr 30, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 6,951 | 612 | 0.31% | 0.3% | 1225 | -95 | -1.35% | Q1 2026 | May 13, 2026 |
| WealthNavi Inc. | History | Reduced | 6,921,771 | 610 | 5.29% | 5.08% | 1226 | -167,477 | -2.36% | Q1 2026 | Apr 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,920 | 610 | 0.03% | 0.01% | 1227 | +3,908 | 129.75% | Q1 2026 | Apr 24, 2026 |
| Whelan Financial | History | Added to | 6,914 | 609 | 0.19% | 0.09% | 1228 | +3,435 | 98.74% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,515 | 609 | 0.02% | 0.02% | 1229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Copia Wealth Management | History | Added to | 6,885 | 606 | 0.42% | 0.37% | 1231 | +435 | 6.74% | Q1 2026 | May 04, 2026 |
| Cambridge Advisors Inc. | History | No change | 6,883 | 606 | 0.12% | 0.11% | 1230 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Belvedere Trading LLC | History | Reduced | 6,862 | 604 | 0.0% | 0.0% | 1232 | -44,034 | -86.52% | Q1 2026 | May 12, 2026 |
| Aries Wealth Management | History | Added to | 6,860 | 604 | 0.13% | 0.12% | 1233 | +225 | 3.39% | Q1 2026 | May 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 6,842 | 603 | 0.23% | 0.08% | 1235 | +4,324 | 171.72% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 6,845 | 603 | 0.04% | 0.04% | 1234 | -138 | -1.98% | Q1 2026 | Apr 21, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Reduced | 6,831 | 602 | 0.52% | 0.99% | 1236 | -7,783 | -53.26% | Q1 2026 | Apr 28, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 6,839 | 602 | 0.26% | 0.26% | 1237 | +9 | 0.13% | Q1 2026 | Apr 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 6,815 | 600 | 0.32% | 0.32% | 1238 | -369 | -5.14% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Reduced | 6,773 | 597 | 0.03% | 0.03% | 1239 | -2,443 | -26.51% | Q1 2026 | May 05, 2026 |
| CRA Financial Services, LLC | History | Reduced | 6,764 | 596 | 0.08% | 0.07% | 1240 | -30 | -0.44% | Q1 2026 | Apr 09, 2026 |
| REAP Financial Group, LLC | History | Added to | 6,759 | 595 | 0.12% | 0.11% | 1242 | +298 | 4.61% | Q1 2026 | May 11, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 6,757 | 595 | 0.18% | 0.16% | 1241 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 6,727 | 593 | 0.02% | 0.02% | 1243 | +321 | 5.01% | Q1 2026 | Apr 13, 2026 |
| Dynamic Financial Group | History | Reduced | 6,701 | 590 | 0.48% | 0.53% | 1244 | -901 | -11.85% | Q1 2026 | May 12, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 6,692 | 589 | 0.15% | 0.14% | 1245 | -500 | -6.95% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 7,243 | 587 | 0.02% | 0.02% | 1246 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wynn Capital, LLC | History | No change | 6,646 | 585 | 0.3% | 0.26% | 1247 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| West Branch Capital LLC | History | No change | 6,630 | 584 | 0.16% | 0.14% | 1248 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BostonPremier Wealth LLC | History | Added to | 6,600 | 581 | 0.3% | 0.27% | 1249 | +130 | 2.01% | Q1 2026 | Apr 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 6,579 | 580 | 0.58% | 1.57% | 1251 | -12,833 | -66.11% | Q1 2026 | Apr 14, 2026 |
| Calamos Advisors LLC | History | New | 6,588 | 580 | 0.0% | — | 1252 | +6,588 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 6,588 | 580 | 0.02% | 0.01% | 1250 | +2,102 | 46.86% | Q1 2026 | May 04, 2026 |
| W ADVISORS, LLC | History | Reduced | 6,572 | 579 | 0.3% | 0.45% | 1254 | -4,559 | -40.96% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 6,574 | 579 | 0.06% | 0.06% | 1253 | -881 | -11.82% | Q1 2026 | May 11, 2026 |
| Kiker Wealth Management, LLC | History | New | 6,563 | 578 | 0.28% | — | 1257 | +6,563 | New | Q1 2026 | May 06, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 6,567 | 578 | 0.26% | 0.31% | 1256 | -1,777 | -21.3% | Q1 2026 | May 08, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 6,560 | 578 | 0.02% | 0.02% | 1255 | -109 | -1.63% | Q1 2026 | May 14, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 6,548 | 577 | 0.27% | 0.24% | 1258 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 6,510 | 573 | 0.02% | 0.02% | 1259 | -1,000 | -13.32% | Q1 2026 | Apr 06, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 6,485 | 571 | 0.24% | 0.18% | 1260 | +129 | 2.03% | Q1 2026 | Apr 20, 2026 |
| Clarity Financial LLC | History | Reduced | 6,468 | 570 | 0.06% | 0.07% | 1261 | -2,960 | -31.4% | Q1 2026 | May 01, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 6,447 | 568 | 0.47% | 1.08% | 1262 | -9,192 | -58.78% | Q1 2026 | Apr 29, 2026 |
| Orcam Financial Group | History | No change | 6,437 | 567 | 0.4% | 0.39% | 1263 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 6,429 | 566 | 0.13% | 0.25% | 1264 | -6,192 | -49.06% | Q1 2026 | May 07, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Reduced | 6,410 | 565 | 0.08% | 0.08% | 1265 | -763 | -10.64% | Q1 2026 | Apr 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 6,402 | 564 | 0.16% | 0.11% | 1266 | +1,980 | 44.78% | Q1 2026 | Apr 30, 2026 |
| PlanVest Financial, Inc | History | New | 6,386 | 562 | 0.43% | — | 1267 | +6,386 | New | Q1 2026 | May 14, 2026 |
| SB Capital Management Inc | History | No change | 6,920 | 561 | 0.21% | 0.21% | 1268 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,346 | 559 | 0.02% | 0.02% | 1270 | +275 | 4.53% | Q1 2026 | May 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 6,345 | 559 | 0.09% | 0.08% | 1269 | +92 | 1.47% | Q1 2026 | May 06, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 6,326 | 557 | 0.37% | 0.35% | 1271 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | Added to | 6,307 | 556 | 0.12% | 0.1% | 1272 | +1,004 | 18.93% | Q1 2026 | Apr 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 6,305 | 555 | 0.25% | 0.26% | 1273 | -1,000 | -13.69% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | No change | 6,290 | 554 | 0.05% | 0.04% | 1274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 6,282 | 553 | 0.4% | 0.41% | 1276 | -1,048 | -14.3% | Q1 2026 | Apr 29, 2026 |
| TCP Asset Management, LLC | History | Added to | 6,275 | 553 | 0.07% | 0.09% | 1275 | +43 | 0.69% | Q1 2026 | Apr 10, 2026 |
| StoneX Group Inc. | History | Reduced | 6,325 | 552 | 0.03% | 0.03% | 1277 | -2,408 | -27.57% | Q1 2026 | May 14, 2026 |
| Presidio Capital Management, LLC | History | Added to | 6,266 | 552 | 0.16% | 0.14% | 1278 | +615 | 10.88% | Q1 2026 | Apr 08, 2026 |
| GFS Advisors, LLC | History | Reduced | 8,698 | 547 | 0.07% | 1.01% | 1279 | -95,944 | -91.69% | Q1 2026 | Apr 30, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 6,210 | 547 | 0.2% | 0.13% | 1280 | +1,851 | 42.46% | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 6,194 | 546 | 0.0% | 0.0% | 1281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Reliant Wealth Planning | History | No change | 6,198 | 546 | 0.17% | 0.16% | 1282 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Reduced | 6,156 | 542 | 0.5% | 0.46% | 1283 | -52 | -0.84% | Q1 2026 | Apr 07, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 6,104 | 538 | 0.19% | — | 1284 | +6,104 | New | Q1 2026 | Apr 27, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 6,100 | 537 | 0.07% | 0.03% | 1285 | +2,948 | 93.53% | Q1 2026 | Apr 28, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 6,097 | 537 | 0.24% | 0.28% | 1286 | -502 | -7.61% | Q1 2026 | Apr 28, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 6,088 | 536 | 0.03% | 0.03% | 1287 | +90 | 1.5% | Q1 2026 | May 13, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 6,614 | 536 | 0.81% | 0.81% | 1288 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 6,074 | 535 | 0.3% | 0.27% | 1289 | +11 | 0.18% | Q1 2026 | Apr 28, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 6,067 | 534 | 0.11% | 0.07% | 1290 | +1,868 | 44.49% | Q1 2026 | Apr 14, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 6,068 | 534 | 0.29% | 0.27% | 1291 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 6,048 | 533 | 0.13% | 0.11% | 1292 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Williams & Novak, LLC | History | No change | 5,924 | 531 | 0.4% | 0.36% | 1293 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 6,018 | 530 | 0.33% | 0.65% | 1294 | -6,727 | -52.78% | Q1 2026 | Apr 07, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 6,003 | 529 | 0.04% | 0.04% | 1295 | +410 | 7.33% | Q1 2026 | May 05, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 6,006 | 528 | 0.36% | — | 1298 | +6,006 | New | Q1 2026 | Apr 08, 2026 |
| Catawba River Capital | History | Reduced | 5,898 | 528 | 0.25% | 0.32% | 1296 | -2,850 | -32.58% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,990 | 528 | 0.0% | 0.0% | 1297 | -175 | -2.84% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Added to | 5,983 | 527 | 0.04% | 0.03% | 1300 | +2,070 | 52.9% | Q1 2026 | May 05, 2026 |
| Elm Partners Management LLC | History | Added to | 6,210 | 527 | 0.02% | 0.02% | 1299 | +296 | 5.01% | Q1 2026 | May 13, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 5,969 | 526 | 0.24% | 0.23% | 1302 | -320 | -5.09% | Q1 2026 | May 18, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,977 | 526 | 0.0% | 0.0% | 1301 | +192 | 3.32% | Q1 2026 | May 11, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 6,465 | 524 | 0.05% | 0.05% | 1303 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 5,916 | 521 | 0.01% | 0.01% | 1304 | -14 | -0.24% | Q1 2026 | May 07, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 5,906 | 520 | 0.23% | 0.17% | 1305 | +1,490 | 33.74% | Q1 2026 | Apr 22, 2026 |
| Advisor OS, LLC | History | Added to | 5,894 | 519 | 0.04% | 0.04% | 1307 | +513 | 9.53% | Q1 2026 | May 07, 2026 |
| BAKER BOYER NATIONAL BANK | History | Reduced | 5,895 | 519 | 0.16% | 0.15% | 1306 | -398 | -6.32% | Q1 2026 | Apr 27, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 5,877 | 518 | 0.05% | 0.06% | 1309 | -1,292 | -18.02% | Q1 2026 | May 11, 2026 |
| Signature Wealth Management Group | History | Reduced | 5,879 | 518 | 0.2% | 0.22% | 1308 | -864 | -12.81% | Q1 2026 | Apr 01, 2026 |
| Certified Advisory Corp | History | Reduced | 5,834 | 514 | 0.05% | 0.04% | 1310 | -93 | -1.57% | Q1 2026 | Apr 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 5,820 | 513 | 0.01% | 0.01% | 1311 | -38 | -0.65% | Q1 2026 | May 15, 2026 |
| DDD Partners, LLC | History | Added to | 5,818 | 512 | 0.04% | 0.03% | 1312 | +53 | 0.92% | Q1 2026 | Apr 28, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 5,801 | 511 | 0.8% | 0.88% | 1313 | -771 | -11.73% | Q1 2026 | May 04, 2026 |
| Tactive Advisors, LLC | History | No change | 5,767 | 508 | 0.14% | 0.14% | 1314 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 5,744 | 506 | 0.1% | 0.11% | 1316 | -1,303 | -18.49% | Q1 2026 | May 12, 2026 |
| FULTON BANK, N.A. | History | Added to | 5,742 | 506 | 0.02% | 0.02% | 1315 | +147 | 2.63% | Q1 2026 | Apr 24, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 5,622 | 504 | 0.11% | 0.09% | 1317 | +520 | 10.19% | Q1 2026 | Apr 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 5,707 | 503 | 0.15% | 0.14% | 1318 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| J.M. Arbour, LLC | History | Reduced | 5,701 | 502 | 0.48% | 1.17% | 1320 | -8,773 | -60.61% | Q1 2026 | Apr 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 5,702 | 502 | 0.04% | 0.04% | 1319 | -489 | -7.9% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,665 | 499 | 0.03% | 0.05% | 1322 | -1,537 | -21.34% | Q1 2026 | Apr 17, 2026 |
| Envision Financial Planning, LLC | History | Added to | 5,667 | 499 | 0.18% | 0.16% | 1321 | +506 | 9.8% | Q1 2026 | May 15, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 5,670 | 499 | 0.29% | 0.28% | 1323 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Heritage Financial Services, LLC | History | No change | 6,146 | 498 | 0.04% | 0.04% | 1324 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Concentrum Wealth Management | History | New | 5,628 | 496 | 0.15% | — | 1327 | +5,628 | New | Q1 2026 | May 04, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 5,633 | 496 | 0.05% | 0.05% | 1325 | +66 | 1.19% | Q1 2026 | Apr 09, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 5,500 | 496 | 0.32% | 0.33% | 1326 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 5,625 | 495 | 0.21% | 0.18% | 1328 | -176 | -3.03% | Q1 2026 | May 07, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 5,594 | 493 | 0.04% | 0.02% | 1329 | +3,112 | 125.38% | Q1 2026 | Apr 15, 2026 |
| Busey Bank | History | Reduced | 5,575 | 491 | 0.01% | 0.02% | 1330 | -1,601 | -22.31% | Q1 2026 | Apr 28, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 5,564 | 490 | 0.12% | 0.13% | 1332 | -447 | -7.44% | Q1 2026 | Apr 22, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 5,566 | 490 | 0.02% | 0.02% | 1331 | +214 | 4.0% | Q1 2026 | May 14, 2026 |
| Sound Financial Strategies Group, LLC | History | New | 5,555 | 489 | 0.33% | — | 1333 | +5,555 | New | Q1 2026 | May 08, 2026 |
| Rossmore Private Capital | History | No change | 5,540 | 488 | 0.04% | 0.04% | 1334 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 5,326 | 486 | 0.22% | 0.22% | 1335 | -700 | -11.62% | Q1 2026 | Apr 23, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 5,500 | 484 | 0.42% | 0.47% | 1338 | -1,375 | -20.0% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 5,500 | 484 | 0.06% | 0.06% | 1337 | -1,000 | -15.38% | Q1 2026 | Apr 17, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 5,494 | 484 | 0.48% | 0.44% | 1339 | +83 | 1.53% | Q1 2026 | Apr 22, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 5,498 | 484 | 0.08% | 0.72% | 1336 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 5,459 | 481 | 0.13% | 0.13% | 1341 | -118 | -2.12% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 5,461 | 481 | 0.07% | 0.06% | 1340 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAYPORT, LLC | History | New | 5,447 | 480 | 0.09% | — | 1342 | +5,447 | New | Q1 2026 | Apr 21, 2026 |
| Wealth Architects, LLC | History | Added to | 5,425 | 478 | 0.04% | 0.03% | 1343 | +1,462 | 36.89% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 5,406 | 477 | 0.01% | 0.02% | 1345 | -917 | -14.5% | Q1 2026 | Apr 06, 2026 |
| Aspen Investment Management Inc | History | No change | 5,408 | 477 | 0.15% | 0.13% | 1344 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 5,389 | 475 | 0.01% | 0.01% | 1346 | +258 | 5.03% | Q1 2026 | May 04, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 5,392 | 475 | 0.04% | 0.03% | 1348 | +83 | 1.56% | Q1 2026 | Apr 13, 2026 |
| PRENTISS SMITH & CO INC | History | No change | 5,391 | 475 | 0.28% | 0.26% | 1347 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 5,269 | 472 | 0.03% | 0.02% | 1349 | +48 | 0.92% | Q1 2026 | Apr 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 5,351 | 471 | 0.03% | 0.14% | 1350 | -21,079 | -79.75% | Q1 2026 | May 05, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 5,343 | 471 | 0.11% | 0.13% | 1351 | -969 | -15.35% | Q1 2026 | Apr 14, 2026 |
| Rossby Financial, LCC | History | Added to | 5,198 | 466 | 0.1% | 0.01% | 1352 | +4,873 | 1499.38% | Q1 2026 | May 11, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 5,269 | 464 | 0.12% | 0.11% | 1353 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 5,261 | 463 | 0.02% | 0.01% | 1354 | +3,240 | 160.32% | Q1 2026 | Apr 06, 2026 |
| Rare Wolf Capital LLC | History | No change | 5,260 | 463 | 0.3% | 0.27% | 1355 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 5,250 | 462 | 0.09% | 0.09% | 1356 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 5,249 | 462 | 0.13% | 0.12% | 1357 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Patten Group, Inc. | History | Added to | 5,235 | 461 | 0.08% | 0.08% | 1358 | +60 | 1.16% | Q1 2026 | Apr 24, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 5,226 | 460 | 0.44% | 0.64% | 1360 | -2,756 | -34.53% | Q1 2026 | May 05, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 5,221 | 460 | 0.31% | 0.18% | 1359 | +2,126 | 68.69% | Q1 2026 | Apr 21, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 5,213 | 459 | 0.03% | 0.03% | 1361 | -250 | -4.58% | Q1 2026 | Apr 20, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 5,209 | 459 | 0.2% | 0.18% | 1362 | -128 | -2.4% | Q1 2026 | Apr 20, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,187 | 457 | 0.03% | 0.03% | 1363 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lesa Sroufe & Co | History | No change | 5,142 | 453 | 0.31% | 0.31% | 1364 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 5,133 | 452 | 0.34% | 0.34% | 1365 | -51 | -0.98% | Q1 2026 | Apr 06, 2026 |
| Nolet Wealth Management, LLC | History | No change | 5,117 | 451 | 0.26% | 0.23% | 1366 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 5,107 | 450 | 0.05% | 0.05% | 1367 | -88 | -1.69% | Q1 2026 | Apr 17, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 5,080 | 447 | 0.01% | 0.01% | 1368 | +678 | 15.4% | Q1 2026 | May 15, 2026 |
| NORDEN GROUP LLC | History | Added to | 5,073 | 447 | 0.04% | 0.04% | 1370 | +98 | 1.97% | Q1 2026 | Apr 15, 2026 |
| DBK Financial Counsel, LLC | History | No change | 5,517 | 447 | 0.34% | 0.34% | 1369 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 5,066 | 446 | 0.44% | 0.22% | 1371 | +2,274 | 81.45% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 5,054 | 445 | 0.02% | 0.23% | 1372 | -52,944 | -91.29% | Q1 2026 | May 04, 2026 |
| Broadway Wealth Solutions, Inc. | History | Reduced | 5,054 | 445 | 0.23% | 0.27% | 1373 | -1,132 | -18.3% | Q1 2026 | Apr 21, 2026 |
| Helium Advisors LLC | History | Reduced | 5,043 | 444 | 0.42% | 0.41% | 1374 | -2 | -0.04% | Q1 2026 | May 05, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 5,029 | 443 | 0.01% | 0.01% | 1375 | +287 | 6.05% | Q1 2026 | Apr 10, 2026 |
| Foster Group, Inc. | History | Reduced | 5,006 | 441 | 0.01% | 0.01% | 1376 | -120 | -2.34% | Q1 2026 | Apr 13, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 4,960 | 437 | 0.12% | 0.11% | 1377 | -21 | -0.42% | Q1 2026 | Apr 22, 2026 |
| Mechanics Financial Corp | History | Reduced | 4,954 | 436 | 0.18% | 0.16% | 1378 | -250 | -4.8% | Q1 2026 | May 06, 2026 |
| Sankala Group LLC | History | No change | 5,123 | 436 | 0.36% | 0.41% | 1379 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Asset Dedication, LLC | History | No change | 5,363 | 435 | 0.03% | 0.03% | 1380 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DAGCO, INC. | History | No change | 4,925 | 434 | 0.09% | 0.09% | 1381 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Indivisible Partners | History | No change | 4,915 | 433 | 0.04% | 0.04% | 1382 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tempo Wealth, LLC | History | No change | 4,908 | 432 | 0.08% | 0.07% | 1383 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 4,882 | 430 | 0.19% | 0.17% | 1384 | -43 | -0.87% | Q1 2026 | May 05, 2026 |
| Sound Stewardship, LLC | History | Reduced | 4,850 | 427 | 0.2% | 0.24% | 1386 | -1,300 | -21.14% | Q1 2026 | Apr 10, 2026 |
| Private Advisory Group LLC | History | Reduced | 4,850 | 427 | 0.03% | 0.04% | 1385 | -1,050 | -17.8% | Q1 2026 | May 08, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 4,840 | 426 | 0.01% | 0.01% | 1387 | -677 | -12.27% | Q1 2026 | Apr 16, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 4,815 | 424 | 0.08% | 0.08% | 1388 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 4,637 | 423 | 0.03% | 0.03% | 1389 | -623 | -11.84% | Q1 2026 | Apr 29, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 4,790 | 422 | 0.16% | 0.44% | 1391 | -9,420 | -66.29% | Q1 2026 | Apr 20, 2026 |
| Crumly & Associates Inc. | History | Reduced | 4,797 | 422 | 0.09% | 0.1% | 1390 | -843 | -14.95% | Q1 2026 | Apr 02, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 4,729 | 416 | 0.22% | — | 1393 | +4,729 | New | Q1 2026 | May 15, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 4,726 | 416 | 0.07% | — | 1392 | +4,726 | New | Q1 2026 | Apr 28, 2026 |
| Connecticut Wealth Management, LLC | History | New | 4,711 | 415 | 0.02% | — | 1395 | +4,711 | New | Q1 2026 | Apr 30, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | New | 4,710 | 415 | 0.06% | — | 1396 | +4,710 | New | Q1 2026 | May 07, 2026 |
| Alliance Private Wealth, LLC | History | No change | 4,708 | 415 | 0.15% | 0.15% | 1394 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 4,689 | 413 | 0.0% | 0.01% | 1397 | -903 | -16.15% | Q1 2026 | May 01, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 4,695 | 413 | 0.11% | 0.11% | 1398 | -32 | -0.68% | Q1 2026 | Apr 16, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 4,682 | 412 | 0.02% | 0.02% | 1399 | +32 | 0.69% | Q1 2026 | Apr 29, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 8,275 | 411 | 0.04% | 0.04% | 1400 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MKD WEALTH COACHES, LLC | History | No change | 4,654 | 410 | 0.4% | 0.38% | 1401 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Alken Asset Management Ltd | History | No change | 7,400 | 410 | 0.74% | 0.67% | 1402 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 4,650 | 409 | 0.17% | 0.16% | 1403 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 4,639 | 408 | 0.05% | 0.05% | 1404 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 5,035 | 408 | 0.01% | 0.01% | 1405 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 4,636 | 408 | 0.12% | 0.13% | 1406 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Capital Management, LLC | History | Added to | 4,624 | 407 | 0.07% | 0.03% | 1407 | +2,105 | 83.56% | Q1 2026 | May 11, 2026 |
| Benin Management CORP | History | New | 4,608 | 406 | 0.09% | — | 1408 | +4,608 | New | Q1 2026 | Apr 10, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 4,590 | 404 | 0.05% | 0.06% | 1409 | -1,762 | -27.74% | Q1 2026 | Apr 07, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,570 | 402 | 0.01% | 0.03% | 1410 | -4,284 | -48.38% | Q1 2026 | May 13, 2026 |
| Fulcrum Equity Management | History | Added to | 4,560 | 402 | 0.39% | 0.35% | 1411 | +94 | 2.1% | Q1 2026 | Apr 02, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 4,525 | 398 | 0.09% | 0.09% | 1412 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,515 | 398 | 0.01% | 0.01% | 1413 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 4,500 | 396 | 0.03% | 0.04% | 1414 | -1,266 | -21.96% | Q1 2026 | May 07, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 4,889 | 396 | 0.18% | 0.18% | 1415 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,476 | 394 | 0.01% | 0.01% | 1416 | +954 | 27.09% | Q1 2026 | Apr 20, 2026 |
| Ethos Financial Group, LLC | History | No change | 4,819 | 391 | 0.03% | 0.03% | 1417 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 4,433 | 390 | 0.12% | 0.12% | 1418 | -419 | -8.64% | Q1 2026 | Apr 16, 2026 |
| Vantus Wealth LLC | History | No change | 4,813 | 390 | 0.29% | 0.29% | 1419 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 4,420 | 389 | 0.02% | 0.02% | 1420 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 4,801 | 389 | 0.04% | 0.04% | 1421 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ROCKLAND TRUST CO | History | Added to | 4,406 | 388 | 0.02% | 0.01% | 1422 | +432 | 10.87% | Q1 2026 | Apr 16, 2026 |
| Concorde Asset Management, LLC | History | No change | 4,771 | 387 | 0.15% | 0.15% | 1423 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 4,369 | 385 | 0.0% | 0.0% | 1424 | +1,454 | 49.88% | Q1 2026 | May 18, 2026 |
| Alteri Wealth LLC | History | No change | 4,375 | 385 | 0.12% | 0.12% | 1425 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atwater Malick LLC | History | Reduced | 4,357 | 384 | 0.1% | 0.12% | 1426 | -875 | -16.72% | Q1 2026 | Apr 22, 2026 |
| Gould Capital, LLC | History | Reduced | 4,350 | 383 | 0.23% | 0.23% | 1428 | -219 | -4.79% | Q1 2026 | May 15, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 4,352 | 383 | 0.07% | 0.07% | 1427 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Code Waechter LLC | History | No change | 4,339 | 382 | 0.23% | 0.23% | 1429 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 4,323 | 381 | 0.02% | 0.03% | 1430 | -112 | -2.53% | Q1 2026 | May 14, 2026 |
| LANDAAS & CO /WI /ADV | History | New | 4,314 | 380 | 0.08% | — | 1433 | +4,314 | New | Q1 2026 | Apr 30, 2026 |
| Vision Retirement, LLC | History | Reduced | 4,319 | 380 | 0.11% | 0.11% | 1432 | -890 | -17.09% | Q1 2026 | May 07, 2026 |
| Atlas Brown,Inc. | History | Reduced | 4,311 | 380 | 0.11% | 0.11% | 1431 | -151 | -3.38% | Q1 2026 | Apr 17, 2026 |
| BDFS Capital LLC | History | Added to | 4,301 | 379 | 0.18% | 0.14% | 1435 | +921 | 27.25% | Q1 2026 | Apr 15, 2026 |
| Financial Security Advisor, Inc. | History | No change | 4,300 | 379 | 0.07% | 0.07% | 1434 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fortis Capital Management LLC | History | Reduced | 4,288 | 378 | 0.04% | 0.05% | 1437 | -540 | -11.18% | Q1 2026 | May 11, 2026 |
| Secure Asset Management, LLC | History | Reduced | 4,295 | 378 | 0.06% | 0.06% | 1436 | -427 | -9.04% | Q1 2026 | Apr 09, 2026 |
| SFM, LLC | History | Reduced | 4,294 | 378 | 0.23% | 0.2% | 1439 | -15 | -0.35% | Q1 2026 | Apr 08, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 4,290 | 378 | 0.11% | 0.1% | 1438 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,281 | 377 | 0.02% | 0.02% | 1440 | +800 | 22.98% | Q1 2026 | Apr 23, 2026 |
| SHERMAN PORFOLIOS, LLC | History | No change | 4,279 | 377 | 0.03% | 0.02% | 1441 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 4,259 | 375 | 0.1% | 0.07% | 1442 | +1,268 | 42.39% | Q1 2026 | May 11, 2026 |
| Retirement Planning Group, LLC | History | New | 4,248 | 374 | 0.01% | — | 1443 | +4,248 | New | Q1 2026 | May 04, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 4,237 | 373 | 0.09% | 0.08% | 1444 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 4,240 | 373 | 0.12% | 0.11% | 1445 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Talon Private Wealth, LLC | History | New | 4,199 | 370 | 0.05% | — | 1447 | +4,199 | New | Q1 2026 | May 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 4,197 | 370 | 0.04% | 0.03% | 1446 | +346 | 8.98% | Q1 2026 | Apr 23, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | New | 4,192 | 369 | 0.13% | — | 1451 | +4,192 | New | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 4,314 | 369 | 0.2% | 0.33% | 1450 | -2,721 | -38.68% | Q1 2026 | May 04, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 4,195 | 369 | 0.03% | 0.02% | 1449 | +619 | 17.31% | Q1 2026 | Apr 22, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 4,180 | 369 | 0.08% | 0.08% | 1448 | -325 | -7.21% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | Added to | 4,181 | 368 | 0.0% | 0.0% | 1452 | +564 | 15.59% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,185 | 368 | 0.02% | 0.02% | 1453 | +132 | 3.26% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4,172 | 367 | 0.02% | — | 1456 | +4,172 | New | Q1 2026 | Apr 28, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 4,170 | 367 | 0.22% | 0.22% | 1455 | -66 | -1.56% | Q1 2026 | Apr 21, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 4,169 | 367 | 0.07% | 0.07% | 1454 | +19 | 0.46% | Q1 2026 | May 11, 2026 |
| Security National Bank | History | Added to | 4,145 | 365 | 0.05% | 0.0% | 1457 | +4,009 | 2947.79% | Q1 2026 | Apr 16, 2026 |
| TrustBank | History | No change | 4,133 | 364 | 0.14% | 0.14% | 1458 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TruNorth Capital Management, LLC | History | New | 4,119 | 363 | 0.07% | — | 1459 | +4,119 | New | Q1 2026 | Apr 22, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 4,110 | 362 | 0.01% | 0.01% | 1460 | -1,833 | -30.84% | Q1 2026 | May 13, 2026 |
| New Hampshire Trust | History | No change | 4,115 | 362 | 0.07% | 0.06% | 1461 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Axecap Investments, LLC | History | Reduced | 4,105 | 361 | 0.25% | 0.62% | 1464 | -8,363 | -67.08% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 4,097 | 361 | 0.04% | 0.04% | 1463 | -233 | -5.38% | Q1 2026 | May 11, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 4,102 | 361 | 0.02% | 0.02% | 1462 | +3 | 0.07% | Q1 2026 | May 01, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 4,084 | 360 | 0.08% | 0.06% | 1466 | +600 | 17.22% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 4,089 | 360 | 0.02% | 0.02% | 1465 | +24 | 0.59% | Q1 2026 | Apr 15, 2026 |
| SAXON INTERESTS, INC. | History | No change | 4,056 | 357 | 0.12% | 0.12% | 1467 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NDVR, Inc. | History | No change | 4,408 | 357 | 0.3% | 0.3% | 1468 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 4,046 | 356 | 0.02% | 0.02% | 1469 | -496 | -10.92% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 4,030 | 355 | 0.04% | — | 1470 | +4,030 | New | Q1 2026 | Apr 27, 2026 |
| Smithfield Trust Co | History | Added to | 3,989 | 352 | 0.02% | 0.01% | 1472 | +546 | 15.86% | Q1 2026 | May 08, 2026 |
| Avalon Trust Co | History | Added to | 4,000 | 352 | 0.02% | 0.02% | 1473 | +250 | 6.67% | Q1 2026 | May 06, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | No change | 4,000 | 352 | 0.13% | 0.12% | 1471 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fiduciary Group, LLC | History | Added to | 3,985 | 351 | 0.03% | 0.03% | 1474 | +50 | 1.27% | Q1 2026 | May 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 3,980 | 350 | 0.0% | 0.0% | 1475 | +147 | 3.84% | Q1 2026 | May 14, 2026 |
| SFMG, LLC | History | Added to | 3,962 | 349 | 0.02% | 0.02% | 1477 | +376 | 10.49% | Q1 2026 | May 12, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 3,965 | 349 | 0.37% | 0.37% | 1478 | -279 | -6.57% | Q1 2026 | May 15, 2026 |
| WEST BANCORPORATION INC | History | No change | 3,961 | 349 | 0.17% | 0.17% | 1476 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| E&G Advisors, LP | History | Reduced | 3,952 | 348 | 0.08% | 0.07% | 1479 | -3 | -0.08% | Q1 2026 | Apr 21, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,929 | 346 | 0.0% | 0.0% | 1480 | +77 | 2.0% | Q1 2026 | May 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 3,920 | 345 | 0.06% | 0.06% | 1481 | +125 | 3.29% | Q1 2026 | Apr 30, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 3,899 | 343 | 0.06% | — | 1483 | +3,899 | New | Q1 2026 | May 01, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 3,893 | 343 | 0.17% | 0.16% | 1482 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vantage Point Financial LLC | History | Reduced | 3,882 | 342 | 0.12% | 0.3% | 1485 | -6,451 | -62.43% | Q1 2026 | May 01, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 4,215 | 342 | 0.14% | 0.14% | 1484 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Main Street Group, LTD | History | Added to | 3,875 | 341 | 0.1% | 0.11% | 1487 | +51 | 1.33% | Q1 2026 | May 06, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 3,878 | 341 | 0.02% | 0.02% | 1486 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cyr Financial Inc. | History | New | 3,859 | 340 | 0.2% | — | 1489 | +3,859 | New | Q1 2026 | Apr 24, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 3,863 | 340 | 0.07% | 0.08% | 1488 | -479 | -11.03% | Q1 2026 | Apr 27, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 3,845 | 338 | 0.04% | 0.03% | 1492 | -218 | -5.37% | Q1 2026 | Apr 20, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,834 | 338 | 0.09% | 0.09% | 1490 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Harrington Investments, INC | History | No change | 3,843 | 338 | 0.18% | 0.16% | 1491 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 3,836 | 338 | 0.06% | 0.06% | 1493 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 3,830 | 337 | 0.25% | — | 1494 | +3,830 | New | Q1 2026 | May 15, 2026 |
| First Financial Group Corp | History | New | 3,803 | 335 | 0.27% | — | 1497 | +3,803 | New | Q1 2026 | Apr 22, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 3,811 | 335 | 0.05% | 0.04% | 1496 | +559 | 17.19% | Q1 2026 | Apr 29, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 3,810 | 335 | 0.04% | 0.04% | 1495 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 3,794 | 334 | 0.07% | 0.1% | 1499 | -3,147 | -45.34% | Q1 2026 | Apr 08, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 3,789 | 334 | 0.04% | 0.03% | 1498 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Genus Capital Management Inc. | History | No change | 3,780 | 333 | 0.04% | 0.04% | 1500 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Graney & King, LLC | History | No change | 3,783 | 333 | 0.18% | 0.18% | 1501 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 3,776 | 332 | 0.1% | 0.09% | 1502 | +54 | 1.45% | Q1 2026 | Apr 21, 2026 |
| Krilogy Financial LLC | History | Added to | 3,678 | 331 | 0.01% | 0.01% | 1504 | +3 | 0.08% | Q1 2026 | Apr 17, 2026 |
| INSIGHT 2811, INC. | History | No change | 3,755 | 331 | 0.14% | 0.13% | 1503 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 3,744 | 330 | 0.11% | 0.08% | 1506 | +769 | 25.85% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning, LLC | History | No change | 3,748 | 330 | 0.07% | 0.07% | 1505 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 3,741 | 329 | 0.03% | 0.03% | 1507 | -1,076 | -22.34% | Q1 2026 | Apr 13, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 3,701 | 326 | 0.02% | 0.02% | 1508 | -186 | -4.79% | Q1 2026 | Apr 21, 2026 |
| D.B. Root & Company, LLC | History | No change | 3,707 | 326 | 0.08% | 0.07% | 1509 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Coastwise Capital Group, LLC | History | No change | 3,700 | 326 | 0.18% | 0.15% | 1510 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 3,688 | 325 | 0.07% | 0.08% | 1511 | -659 | -15.16% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 3,682 | 324 | 0.11% | 0.29% | 1512 | -6,452 | -63.67% | Q1 2026 | Apr 22, 2026 |
| Welch Group, LLC | History | Added to | 3,675 | 323 | 0.01% | 0.01% | 1513 | +14 | 0.38% | Q1 2026 | Apr 21, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 3,799 | 322 | 0.28% | 0.41% | 1514 | -2,144 | -36.08% | Q1 2026 | Apr 27, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 3,643 | 321 | 0.18% | 0.24% | 1518 | -1,813 | -33.23% | Q1 2026 | Apr 24, 2026 |
| Balboa Wealth Partners | History | Added to | 3,648 | 321 | 0.05% | 0.05% | 1517 | +15 | 0.41% | Q1 2026 | Apr 16, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 3,636 | 321 | 0.23% | 0.24% | 1515 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mystic Asset Management, Inc. | History | No change | 3,646 | 321 | 0.07% | 0.07% | 1516 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Montecito Bank & Trust | History | No change | 3,630 | 320 | 0.05% | 0.05% | 1519 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Graetz Wealth LLC | History | No change | 3,621 | 319 | 0.28% | 0.27% | 1520 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Argyle Capital Partners, LLC | History | No change | 3,627 | 319 | 0.23% | 0.21% | 1521 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 3,614 | 318 | 0.02% | 0.02% | 1522 | +823 | 29.49% | Q1 2026 | May 11, 2026 |
| Cottage Street Advisors LLC | History | Added to | 3,606 | 317 | 0.14% | 0.1% | 1526 | +575 | 18.97% | Q1 2026 | Apr 20, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 3,602 | 317 | 0.03% | 0.03% | 1524 | -98 | -2.65% | Q1 2026 | Apr 16, 2026 |
| Hardman Johnston Global Advisors LLC | History | No change | 3,600 | 317 | 0.02% | 0.01% | 1523 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 3,600 | 317 | 0.2% | 0.19% | 1525 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Alchemi Wealth, LLC | History | Added to | 3,591 | 316 | 0.18% | 0.15% | 1528 | +186 | 5.46% | Q1 2026 | May 07, 2026 |
| HCR Wealth Advisors | History | No change | 3,594 | 316 | 0.03% | 0.03% | 1527 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,569 | 315 | 0.01% | 0.01% | 1529 | +1,438 | 67.48% | Q1 2026 | May 18, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 3,583 | 315 | 0.01% | 0.02% | 1531 | -641 | -15.18% | Q1 2026 | May 05, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 3,574 | 315 | 0.02% | 0.02% | 1532 | -135 | -3.64% | Q1 2026 | May 14, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 3,579 | 315 | 0.19% | 0.18% | 1530 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 3,572 | 314 | 0.01% | 0.02% | 1534 | -5,615 | -61.12% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,565 | 314 | 0.13% | 0.12% | 1533 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LifeGoal Investments, LLC | History | Added to | 3,492 | 313 | 0.18% | 0.15% | 1536 | +630 | 22.01% | Q1 2026 | Apr 14, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 3,552 | 313 | 0.03% | 0.03% | 1535 | -474 | -11.77% | Q1 2026 | Apr 10, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 3,536 | 311 | 0.12% | 0.11% | 1537 | +30 | 0.86% | Q1 2026 | May 04, 2026 |
| Inspire Advisors, LLC | History | New | 3,523 | 310 | 0.03% | — | 1541 | +3,523 | New | Q1 2026 | May 15, 2026 |
| MAIRS & POWER INC | History | No change | 3,525 | 310 | 0.0% | 0.0% | 1538 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allen Capital Group, LLC | History | No change | 3,829 | 310 | 0.03% | 0.03% | 1539 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 3,517 | 310 | 0.02% | 0.02% | 1540 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | New | 3,509 | 309 | 0.07% | — | 1544 | +3,509 | New | Q1 2026 | May 08, 2026 |
| Geneva Partners, LLC | History | Reduced | 3,506 | 309 | 0.15% | 0.12% | 1542 | -731 | -17.25% | Q1 2026 | Apr 29, 2026 |
| Blue Capital, Inc. | History | Reduced | 3,510 | 309 | 0.2% | 0.21% | 1543 | -168 | -4.57% | Q1 2026 | Apr 24, 2026 |
| SMART Wealth LLC | History | Added to | 3,498 | 308 | 0.09% | 0.08% | 1545 | +326 | 10.28% | Q1 2026 | Apr 23, 2026 |
| PGIM Custom Harvest LLC | History | New | 3,488 | 307 | 0.0% | — | 1548 | +3,488 | New | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | New | 3,487 | 307 | 0.08% | — | 1549 | +3,487 | New | Q1 2026 | May 07, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 3,480 | 307 | 0.03% | 0.02% | 1546 | +757 | 27.8% | Q1 2026 | May 11, 2026 |
| Heritage Wealth Advisors | History | No change | 3,485 | 307 | 0.01% | 0.01% | 1547 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 3,474 | 306 | 0.04% | 0.04% | 1550 | -142 | -3.93% | Q1 2026 | Apr 20, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 3,462 | 305 | 0.12% | 1.29% | 1551 | -37,151 | -91.48% | Q1 2026 | Apr 08, 2026 |
| Legacy Trust | History | New | 3,465 | 305 | 0.06% | — | 1553 | +3,465 | New | Q1 2026 | Apr 14, 2026 |
| Alpine Bank Wealth Management | History | No change | 3,461 | 305 | 0.04% | 0.04% | 1552 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NIXON PEABODY TRUST CO | History | New | 3,426 | 302 | 0.02% | — | 1558 | +3,426 | New | Q1 2026 | Apr 27, 2026 |
| Centric Wealth Management | History | Reduced | 3,564 | 302 | 0.06% | 0.07% | 1554 | -13 | -0.36% | Q1 2026 | May 12, 2026 |
| James J. Burns & Company, LLC | History | No change | 3,435 | 302 | 0.04% | 0.04% | 1555 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Advantage Trust Co | History | No change | 3,427 | 302 | 0.14% | 0.13% | 1556 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Winthrop Capital Management, LLC | History | No change | 3,422 | 302 | 0.08% | 0.06% | 1557 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allegheny Financial Group | History | No change | 3,420 | 301 | 0.04% | 0.04% | 1559 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Heritage Trust Co | History | New | 3,410 | 300 | 0.03% | — | 1562 | +3,410 | New | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 3,412 | 300 | 0.02% | 0.03% | 1561 | +913 | 36.53% | Q1 2026 | May 15, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 3,409 | 300 | 0.04% | 0.03% | 1560 | +102 | 3.08% | Q1 2026 | May 05, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 3,686 | 299 | 0.18% | 0.18% | 1563 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,380 | 298 | 0.1% | 0.23% | 1564 | -4,449 | -56.83% | Q1 2026 | May 12, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 3,385 | 298 | 0.09% | 0.13% | 1565 | -1,459 | -30.12% | Q1 2026 | May 08, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | New | 3,373 | 297 | 0.17% | — | 1569 | +3,373 | New | Q1 2026 | Apr 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,370 | 297 | 0.02% | 0.01% | 1566 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 3,370 | 297 | 0.09% | 0.09% | 1567 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 3,668 | 297 | 0.09% | 0.09% | 1568 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilltop Partners LLC | History | Added to | 3,354 | 295 | 0.08% | 0.07% | 1570 | +117 | 3.61% | Q1 2026 | May 12, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 3,470 | 294 | 0.02% | 0.01% | 1571 | +321 | 10.19% | Q1 2026 | May 14, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | New | 3,328 | 293 | 0.02% | — | 1575 | +3,328 | New | Q1 2026 | Apr 28, 2026 |
| Manchester Capital Management LLC | History | Reduced | 3,325 | 293 | 0.04% | 0.06% | 1572 | -2,000 | -37.56% | Q1 2026 | May 11, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 3,329 | 293 | 0.07% | 0.06% | 1573 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 3,334 | 293 | 0.16% | 0.15% | 1574 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| XY Planning Network, Inc. | History | Reduced | 3,266 | 292 | 0.05% | 0.05% | 1576 | -337 | -9.35% | Q1 2026 | Apr 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 3,303 | 291 | 0.02% | 0.02% | 1578 | +810 | 32.49% | Q1 2026 | Apr 27, 2026 |
| KG Capital Management | History | Reduced | 3,303 | 291 | 0.21% | 0.08% | 1577 | -669 | -16.84% | Q1 2026 | Apr 22, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 3,289 | 289 | 0.03% | — | 1579 | +3,289 | New | Q1 2026 | Apr 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 3,264 | 287 | 0.02% | 0.02% | 1580 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 3,245 | 286 | 0.19% | 0.31% | 1582 | -2,631 | -44.78% | Q1 2026 | May 04, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | Added to | 3,245 | 286 | 0.15% | 0.11% | 1581 | +650 | 25.05% | Q1 2026 | May 05, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | Reduced | 3,235 | 285 | 0.25% | 0.41% | 1583 | -2,800 | -46.4% | Q1 2026 | May 07, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 3,230 | 284 | 0.03% | 0.24% | 1585 | -22,376 | -87.39% | Q1 2026 | Apr 15, 2026 |
| Asset Management Group, Inc. | History | No change | 3,225 | 284 | 0.05% | 0.04% | 1584 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dentgroup LLC | History | No change | 3,509 | 284 | 0.2% | 0.2% | 1586 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WNY Asset Management, LLC | History | New | 3,204 | 282 | 0.03% | — | 1591 | +3,204 | New | Q1 2026 | May 22, 2026 |
| Hyposwiss Advisors SA | History | Reduced | 3,210 | 282 | 0.28% | 0.32% | 1590 | -880 | -21.52% | Q1 2026 | Apr 30, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 3,203 | 282 | 0.12% | 0.1% | 1589 | +331 | 11.53% | Q1 2026 | May 11, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,210 | 282 | 0.0% | 0.0% | 1587 | +285 | 9.74% | Q1 2026 | May 15, 2026 |
| Cannell & Spears LLC | History | Added to | 3,210 | 282 | 0.01% | 0.0% | 1588 | +200 | 6.64% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 3,196 | 281 | 0.07% | 0.27% | 1593 | -9,471 | -74.77% | Q1 2026 | Apr 17, 2026 |
| OneAscent Family Office, LLC | History | New | 3,191 | 281 | 0.2% | — | 1594 | +3,191 | New | Q1 2026 | Apr 21, 2026 |
| Carrera Capital Advisors | History | Added to | 3,193 | 281 | 0.04% | 0.04% | 1592 | +19 | 0.6% | Q1 2026 | May 04, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | New | 3,172 | 279 | 0.04% | — | 1596 | +3,172 | New | Q1 2026 | May 13, 2026 |
| WMG Financial Advisors, LLC | History | New | 3,167 | 279 | 0.12% | — | 1597 | +3,167 | New | Q1 2026 | Apr 23, 2026 |
| Ledyard National Bank | History | No change | 3,171 | 279 | 0.02% | 0.02% | 1595 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 3,151 | 277 | 0.01% | — | 1599 | +3,151 | New | Q1 2026 | Apr 27, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,148 | 277 | 0.04% | 0.03% | 1598 | +267 | 9.27% | Q1 2026 | May 11, 2026 |
| WFA of San Diego, LLC | History | Reduced | 3,137 | 276 | 0.22% | 0.21% | 1600 | -444 | -12.4% | Q1 2026 | May 11, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 3,140 | 276 | 0.02% | 0.02% | 1601 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 3,118 | 274 | 0.17% | 0.15% | 1602 | +346 | 12.48% | Q1 2026 | Apr 27, 2026 |
| Impact Capital Partners LLC | History | Reduced | 3,098 | 273 | 0.08% | 0.09% | 1603 | -589 | -15.98% | Q1 2026 | Apr 10, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 3,091 | 272 | 0.05% | 0.05% | 1604 | -705 | -18.57% | Q1 2026 | Apr 29, 2026 |
| Columbia Bank | History | New | 3,078 | 271 | 0.08% | — | 1605 | +3,078 | New | Q1 2026 | Apr 28, 2026 |
| Weaver Consulting Group | History | Added to | 3,064 | 270 | 0.06% | 0.06% | 1607 | +21 | 0.69% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | No change | 3,064 | 270 | 0.02% | 0.02% | 1606 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3,057 | 269 | 0.03% | 0.02% | 1608 | +980 | 47.18% | Q1 2026 | Apr 23, 2026 |
| Safeguard Investment Advisory Group, LLC | History | New | 3,044 | 268 | 0.07% | — | 1609 | +3,044 | New | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Added to | 3,036 | 267 | 0.01% | 0.01% | 1610 | +519 | 20.62% | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 3,036 | 267 | 0.13% | 0.11% | 1611 | +10 | 0.33% | Q1 2026 | May 14, 2026 |
| Sulzberger Capital Advisors, Inc. | History | No change | 3,031 | 267 | 0.27% | 0.25% | 1612 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 3,133 | 266 | 0.05% | 0.07% | 1613 | -527 | -14.4% | Q1 2026 | May 05, 2026 |
| New England Professional Planning Group Inc. | History | No change | 3,025 | 266 | 0.11% | 0.1% | 1614 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ellevest, Inc. | History | No change | 3,018 | 266 | 0.04% | 0.03% | 1615 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOS Asset Management, LLC | History | Reduced | 3,009 | 265 | 0.07% | 0.08% | 1617 | -553 | -15.52% | Q1 2026 | Apr 08, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 3,013 | 265 | 0.07% | 0.07% | 1616 | -223 | -6.89% | Q1 2026 | Apr 28, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 3,006 | 265 | 0.04% | 0.04% | 1618 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arcus Capital Partners, LLC | History | No change | 3,002 | 264 | 0.09% | 0.09% | 1619 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Asset Advisory Group, Inc. | History | No change | 3,000 | 264 | 0.13% | 0.12% | 1620 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 2,993 | 263 | 0.04% | 0.05% | 1622 | -1,561 | -34.28% | Q1 2026 | May 14, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 2,984 | 263 | 0.12% | 0.11% | 1623 | -100 | -3.24% | Q1 2026 | Apr 29, 2026 |
| Capital Advantage, Inc. | History | No change | 2,993 | 263 | 0.03% | 0.03% | 1621 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 2,982 | 262 | 0.2% | 0.25% | 1625 | -1,227 | -29.15% | Q1 2026 | Apr 17, 2026 |
| Prospera Capital Management, LLC | History | No change | 2,981 | 262 | 0.13% | 0.12% | 1624 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 2,968 | 261 | 0.21% | 0.17% | 1627 | -480 | -13.92% | Q1 2026 | May 11, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 2,961 | 261 | 0.17% | 0.17% | 1626 | -168 | -5.37% | Q1 2026 | Apr 13, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 2,959 | 260 | 0.17% | 0.55% | 1629 | -5,902 | -66.61% | Q1 2026 | Apr 28, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 2,951 | 260 | 0.04% | 0.04% | 1628 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | New | 2,935 | 259 | 0.0% | — | 1630 | +2,935 | New | Q1 2026 | Apr 16, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 2,930 | 258 | 0.08% | 0.02% | 1632 | +2,077 | 243.49% | Q1 2026 | Apr 24, 2026 |
| Ruggiero Investments, Inc. | History | No change | 2,928 | 258 | 0.25% | 0.21% | 1631 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 2,925 | 257 | 0.04% | 0.04% | 1633 | -230 | -7.29% | Q1 2026 | Apr 20, 2026 |
| Attessa Capital LLC | History | No change | 2,905 | 256 | 0.14% | 0.13% | 1634 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 2,895 | 255 | 0.06% | 0.15% | 1635 | -5,294 | -64.65% | Q1 2026 | Apr 22, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 2,899 | 255 | 0.07% | 0.08% | 1636 | -292 | -9.15% | Q1 2026 | May 15, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 2,871 | 253 | 0.05% | 0.05% | 1637 | -2 | -0.07% | Q1 2026 | May 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 2,866 | 252 | 0.1% | 0.14% | 1640 | -1,320 | -31.53% | Q1 2026 | Apr 20, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 2,868 | 252 | 0.0% | 0.0% | 1639 | -253 | -8.11% | Q1 2026 | May 14, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 2,866 | 252 | 0.01% | 0.01% | 1638 | -98 | -3.31% | Q1 2026 | May 01, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 2,850 | 251 | 0.07% | — | 1641 | +2,850 | New | Q1 2026 | Apr 09, 2026 |
| Community Financial Services Group, LLC | History | New | 2,796 | 250 | 0.04% | — | 1643 | +2,796 | New | Q1 2026 | Apr 08, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 2,839 | 250 | 0.12% | 0.12% | 1642 | -65 | -2.24% | Q1 2026 | May 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 2,830 | 249 | 0.03% | 0.04% | 1648 | -537 | -15.95% | Q1 2026 | Apr 20, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 2,833 | 249 | 0.01% | 0.01% | 1644 | +61 | 2.2% | Q1 2026 | May 15, 2026 |
| Element Wealth, LLC | History | Reduced | 2,832 | 249 | 0.1% | 0.09% | 1647 | -6 | -0.21% | Q1 2026 | May 04, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 2,834 | 249 | 0.04% | 0.04% | 1645 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| G&S Capital LLC | History | No change | 2,830 | 249 | 0.09% | 0.08% | 1646 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Stokes Family Office, LLC | History | Reduced | 2,820 | 248 | 0.03% | 0.09% | 1650 | -8,795 | -75.72% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | Reduced | 2,820 | 248 | 0.02% | 0.02% | 1649 | -409 | -12.67% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 2,818 | 248 | 0.02% | 0.02% | 1651 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 2,805 | 247 | 0.01% | 0.01% | 1653 | -240 | -7.88% | Q1 2026 | Apr 09, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 2,812 | 247 | 0.09% | 0.09% | 1654 | +62 | 2.25% | Q1 2026 | Apr 23, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 2,806 | 247 | 0.06% | 0.05% | 1652 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Chicago Capital, LLC | History | No change | 2,806 | 247 | 0.01% | 0.01% | 1655 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 2,803 | 247 | 0.02% | 0.01% | 1656 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 2,812 | 247 | 0.09% | 0.08% | 1657 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 2,799 | 246 | 0.04% | 0.47% | 1660 | -33,586 | -92.31% | Q1 2026 | May 06, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 2,793 | 246 | 0.28% | 0.69% | 1662 | -4,609 | -62.27% | Q1 2026 | Apr 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 2,794 | 246 | 0.05% | 0.05% | 1658 | -43 | -1.52% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 2,796 | 246 | 0.01% | 0.01% | 1659 | +40 | 1.45% | Q1 2026 | May 14, 2026 |
| Sylvest Advisors, LLC | History | No change | 2,800 | 246 | 0.13% | 0.12% | 1661 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Occidental Asset Management, LLC | History | New | 2,787 | 245 | 0.03% | — | 1664 | +2,787 | New | Q1 2026 | Apr 15, 2026 |
| Wealth Analytics Partners, LLC | History | No change | 2,783 | 245 | 0.1% | 0.09% | 1663 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WJ Wealth Management, LLC | History | Added to | 2,769 | 244 | 0.11% | 0.09% | 1665 | +179 | 6.91% | Q1 2026 | Apr 28, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 2,759 | 243 | 0.08% | 0.13% | 1667 | -1,735 | -38.61% | Q1 2026 | Apr 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 2,783 | 243 | 0.01% | 0.01% | 1666 | +3 | 0.11% | Q1 2026 | Apr 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 2,746 | 242 | 0.06% | 0.12% | 1669 | -2,826 | -50.72% | Q1 2026 | Apr 29, 2026 |
| Trevian Wealth Management LLC | History | New | 2,750 | 242 | 0.12% | — | 1671 | +2,750 | New | Q1 2026 | Apr 21, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 2,745 | 242 | 0.06% | 0.04% | 1670 | +745 | 37.25% | Q1 2026 | Apr 22, 2026 |
| Willis Investment Counsel | History | No change | 2,750 | 242 | 0.01% | 0.01% | 1668 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 2,728 | 240 | 0.01% | — | 1673 | +2,728 | New | Q1 2026 | Apr 21, 2026 |
| Members Trust Co | History | Reduced | 2,728 | 240 | 0.01% | 0.01% | 1672 | -34 | -1.23% | Q1 2026 | May 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,719 | 239 | 0.01% | — | 1676 | +2,719 | New | Q1 2026 | Apr 29, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 2,712 | 239 | 0.06% | 0.06% | 1675 | +46 | 1.73% | Q1 2026 | May 13, 2026 |
| ALTFEST L J & CO INC | History | Added to | 2,719 | 239 | 0.03% | 0.02% | 1674 | +10 | 0.37% | Q1 2026 | Apr 28, 2026 |
| High Probability Advisors, LLC | History | New | 2,705 | 238 | 0.03% | — | 1677 | +2,705 | New | Q1 2026 | Apr 10, 2026 |
| Northwest Capital Management Inc | History | No change | 2,924 | 237 | 1.03% | 1.03% | 1678 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Herold Advisors, Inc. | History | New | 2,685 | 236 | 0.05% | — | 1680 | +2,685 | New | Q1 2026 | May 14, 2026 |
| North Capital, Inc. | History | Reduced | 2,679 | 236 | 0.2% | 0.23% | 1679 | -645 | -19.4% | Q1 2026 | Apr 30, 2026 |
| Greenline Wealth Management LLC | History | Added to | 2,666 | 235 | 0.27% | 0.18% | 1683 | +504 | 23.31% | Q1 2026 | May 14, 2026 |
| FCA CORP /TX | History | No change | 2,666 | 235 | 0.07% | 0.06% | 1681 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sensible Money, LLC | History | No change | 2,667 | 235 | 0.07% | 0.07% | 1682 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 2,659 | 234 | 0.03% | 0.03% | 1684 | -215 | -7.48% | Q1 2026 | May 11, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 2,646 | 233 | 0.59% | 3.19% | 1686 | -14,075 | -84.18% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 2,650 | 233 | 0.01% | 0.01% | 1685 | -250 | -8.62% | Q1 2026 | May 07, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 2,641 | 232 | 0.07% | — | 1689 | +2,641 | New | Q1 2026 | May 04, 2026 |
| NICOLET BANKSHARES INC | History | New | 2,596 | 232 | 0.01% | — | 1688 | +2,596 | New | Q1 2026 | May 14, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 2,635 | 232 | 0.09% | 0.05% | 1687 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signet Private Wealth LLC | History | New | 2,614 | 230 | 0.22% | — | 1690 | +2,614 | New | Q1 2026 | Apr 29, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 2,602 | 229 | 0.03% | 0.03% | 1692 | +100 | 4.0% | Q1 2026 | Apr 28, 2026 |
| Laraway Financial Advisors Inc | History | No change | 2,600 | 229 | 0.16% | 0.14% | 1691 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Everstar Asset Management, LLC | History | No change | 2,604 | 229 | 0.12% | 0.11% | 1693 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 2,592 | 228 | 0.04% | 0.08% | 1695 | -3,900 | -60.07% | Q1 2026 | May 04, 2026 |
| Trilogy Capital Inc. | History | Reduced | 2,591 | 228 | 0.01% | 0.01% | 1694 | -361 | -12.23% | Q1 2026 | Apr 21, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 2,569 | 226 | 0.03% | 0.03% | 1696 | -25 | -0.96% | Q1 2026 | May 13, 2026 |
| Granite FO LLC | History | No change | 2,565 | 226 | 0.13% | 0.11% | 1697 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 2,571 | 226 | 0.13% | 0.12% | 1698 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Stratos Investment Management, LLC | History | New | 2,562 | 225 | 0.01% | — | 1702 | +2,562 | New | Q1 2026 | Apr 28, 2026 |
| River Wealth Advisors LLC | History | New | 2,555 | 225 | 0.03% | — | 1701 | +2,555 | New | Q1 2026 | May 13, 2026 |
| Oak Harvest Investment Services | History | Reduced | 2,562 | 225 | 0.02% | 0.03% | 1699 | -572 | -18.25% | Q1 2026 | Apr 22, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 2,553 | 225 | 0.07% | 0.06% | 1700 | +1 | 0.04% | Q1 2026 | Apr 28, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 2,550 | 224 | 0.0% | 0.0% | 1703 | -2,800 | -52.34% | Q1 2026 | May 15, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 2,541 | 224 | 0.13% | 0.14% | 1706 | -85 | -3.24% | Q1 2026 | Apr 30, 2026 |
| Kooman & Associates | History | Reduced | 2,547 | 224 | 0.07% | 0.06% | 1705 | -4 | -0.16% | Q1 2026 | Apr 21, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 2,596 | 224 | 0.02% | 0.02% | 1704 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 2,537 | 223 | 0.04% | 0.09% | 1710 | -3,792 | -59.91% | Q1 2026 | Apr 29, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 2,531 | 223 | 0.17% | 0.35% | 1711 | -2,849 | -52.96% | Q1 2026 | May 14, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 2,534 | 223 | 0.05% | 0.05% | 1709 | -105 | -3.98% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 2,474 | 223 | 0.06% | 0.06% | 1707 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| First Pacific Financial | History | No change | 2,531 | 223 | 0.03% | 0.03% | 1708 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Richard Young Associates, Ltd. | History | No change | 2,538 | 223 | 0.17% | 0.16% | 1712 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | Added to | 2,522 | 222 | 0.02% | 0.01% | 1714 | +702 | 38.57% | Q1 2026 | May 08, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 2,522 | 222 | 0.1% | 0.12% | 1716 | -690 | -21.48% | Q1 2026 | Apr 27, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 2,525 | 222 | 0.07% | 0.08% | 1715 | -64 | -2.47% | Q1 2026 | May 04, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 2,520 | 222 | 0.06% | 0.06% | 1713 | -29 | -1.14% | Q1 2026 | Apr 13, 2026 |
| Journey Beyond Wealth, LLC | History | No change | 2,525 | 222 | 0.19% | 0.16% | 1717 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vann Equity Management LLC | History | New | 2,508 | 221 | 0.16% | — | 1720 | +2,508 | New | Q1 2026 | May 08, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,512 | 221 | 0.0% | 0.0% | 1718 | -16 | -0.63% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 2,511 | 221 | 0.02% | 0.03% | 1719 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 2,500 | 220 | 0.01% | 0.01% | 1721 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Centennial Bank/AR/ | History | No change | 2,500 | 220 | 0.08% | 0.08% | 1722 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kelsey Financial, LLC | History | No change | 2,500 | 220 | 0.19% | 0.17% | 1723 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hippocratic Financial Advisors, LLC | History | New | 2,492 | 219 | 0.1% | — | 1724 | +2,492 | New | Q1 2026 | Apr 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 2,473 | 218 | 0.01% | 0.01% | 1725 | -500 | -16.82% | Q1 2026 | May 06, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 3,385 | 217 | 0.0% | 0.0% | 1726 | -3,290 | -49.29% | Q1 2026 | Apr 22, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | New | 2,469 | 217 | 0.03% | — | 1728 | +2,469 | New | Q1 2026 | May 05, 2026 |
| Cassia Capital Partners, LLC | History | New | 2,466 | 217 | 0.11% | — | 1729 | +2,466 | New | Q1 2026 | Apr 24, 2026 |
| Advocate Investing Services LLC | History | Added to | 2,472 | 217 | 0.18% | 0.17% | 1727 | +72 | 3.0% | Q1 2026 | Apr 22, 2026 |
| Factor Wealth Management LTD | History | New | 2,459 | 216 | 0.04% | — | 1734 | +2,459 | New | Q1 2026 | Apr 20, 2026 |
| Sanchez Wealth Management Group | History | New | 2,455 | 216 | 0.05% | — | 1733 | +2,455 | New | Q1 2026 | Apr 29, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,455 | 216 | 0.07% | 0.11% | 1731 | -1,986 | -44.72% | Q1 2026 | May 15, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 2,461 | 216 | 0.19% | 0.28% | 1730 | -1,481 | -37.57% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 2,457 | 216 | 0.03% | 0.02% | 1732 | +312 | 14.55% | Q1 2026 | May 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | New | 2,450 | 215 | 0.06% | — | 1736 | +2,450 | New | Q1 2026 | Apr 20, 2026 |
| Chesapeake Wealth Management | History | New | 2,443 | 215 | 0.07% | — | 1735 | +2,443 | New | Q1 2026 | May 18, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 2,433 | 214 | 0.03% | 0.03% | 1737 | -310 | -11.3% | Q1 2026 | Apr 13, 2026 |
| Lansing Street Advisors | History | New | 2,427 | 213 | 0.05% | — | 1738 | +2,427 | New | Q1 2026 | Apr 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 2,413 | 212 | 0.01% | — | 1739 | +2,413 | New | Q1 2026 | May 12, 2026 |
| Laidlaw Wealth Management LLC | History | New | 2,410 | 212 | 0.74% | — | 1740 | +2,410 | New | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | New | 2,408 | 212 | 0.04% | — | 1741 | +2,408 | New | Q1 2026 | May 11, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 2,402 | 211 | 0.08% | — | 1742 | +2,402 | New | Q1 2026 | Apr 22, 2026 |
| Centennial Wealth Advisory LLC | History | New | 2,387 | 210 | 0.05% | — | 1743 | +2,387 | New | Q1 2026 | Apr 20, 2026 |
| Reliant Investment Partners, LLC | History | New | 2,387 | 210 | 0.17% | — | 1744 | +2,387 | New | Q1 2026 | May 11, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 2,371 | 209 | 0.18% | — | 1745 | +2,371 | New | Q1 2026 | Apr 27, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | New | 2,370 | 208 | 0.13% | — | 1747 | +2,370 | New | Q1 2026 | May 07, 2026 |
| RiverFront Investment Group, LLC | History | New | 2,369 | 208 | 0.0% | — | 1746 | +2,369 | New | Q1 2026 | May 11, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,350 | 207 | 0.19% | 0.21% | 1748 | -415 | -15.01% | Q1 2026 | May 11, 2026 |
| 1ST SOURCE BANK | History | New | 2,344 | 206 | 0.01% | — | 1749 | +2,344 | New | Q1 2026 | May 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,329 | 205 | 0.07% | 0.07% | 1750 | +25 | 1.09% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 2,314 | 203 | 0.01% | — | 1751 | +2,314 | New | Q1 2026 | Apr 22, 2026 |
| One Degree Advisors Inc | History | New | 2,308 | 203 | 0.05% | — | 1753 | +2,308 | New | Q1 2026 | May 01, 2026 |
| Leo Wealth, LLC | History | New | 2,303 | 203 | 0.01% | — | 1752 | +2,303 | New | Q1 2026 | May 05, 2026 |
| FNY Investment Advisers, LLC | History | New | 2,300 | 202 | 0.09% | — | 1755 | +2,300 | New | Q1 2026 | Apr 15, 2026 |
| Rakuten Securities, Inc. | History | Added to | 2,292 | 202 | 0.08% | 0.04% | 1754 | +795 | 53.11% | Q1 2026 | May 01, 2026 |
| Penobscot Investment Management Company, Inc. | History | New | 2,288 | 201 | 0.02% | — | 1757 | +2,288 | New | Q1 2026 | Apr 29, 2026 |
| KLCM Advisors, Inc. | History | New | 2,287 | 201 | 0.02% | — | 1756 | +2,287 | New | Q1 2026 | Apr 30, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | New | 2,287 | 201 | 0.01% | — | 1758 | +2,287 | New | Q1 2026 | Apr 30, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | New | 2,278 | 200 | 0.01% | — | 1759 | +2,278 | New | Q1 2026 | May 11, 2026 |
| Radnor Capital Management, LLC | History | New | 2,270 | 200 | 0.03% | — | 1760 | +2,270 | New | Q1 2026 | Apr 15, 2026 |
| Fonville Wealth Management LLC | History | New | 2,270 | 200 | 0.04% | — | 1761 | +2,270 | New | Q1 2026 | Apr 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,239 | 197 | 0.0% | 0.0% | 1762 | +42 | 1.91% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | Added to | 2,227 | 196 | 0.02% | 0.01% | 1763 | +1,212 | 119.41% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,198 | 193 | 0.01% | 0.01% | 1764 | -810 | -26.93% | Q1 2026 | May 07, 2026 |
| Legacy Bridge, LLC | History | Added to | 2,159 | 190 | 0.07% | 0.07% | 1765 | +80 | 3.85% | Q1 2026 | May 14, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 2,125 | 187 | 0.96% | 1.47% | 1766 | -840 | -28.33% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | Reduced | 2,129 | 187 | 0.02% | 0.02% | 1767 | -50 | -2.29% | Q1 2026 | Apr 22, 2026 |
| UNION SAVINGS BANK | History | No change | 2,106 | 185 | 0.08% | 0.07% | 1768 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Global Assets Advisory, LLC | History | New | 2,094 | 184 | 0.05% | — | 1769 | +2,094 | New | Q1 2026 | May 01, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 2,077 | 183 | 0.02% | 0.02% | 1770 | -19 | -0.91% | Q1 2026 | Apr 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,030 | 178 | 0.07% | 0.01% | 1771 | +1,740 | 600.0% | Q1 2026 | Apr 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1,977 | 174 | 0.01% | 0.03% | 1772 | -2,954 | -59.91% | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 2,003 | 173 | 0.21% | 0.17% | 1773 | +600 | 42.77% | Q1 2026 | Apr 29, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 1,902 | 167 | 0.05% | 0.05% | 1774 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,857 | 163 | 0.02% | 0.02% | 1775 | -6 | -0.32% | Q1 2026 | Apr 24, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,812 | 160 | 0.02% | 0.02% | 1776 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,789 | 157 | 0.01% | 0.01% | 1778 | +270 | 17.77% | Q1 2026 | May 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,782 | 157 | 0.01% | 0.01% | 1777 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Horizons Wealth Management | History | Reduced | 1,760 | 155 | 0.1% | 0.1% | 1779 | -159 | -8.29% | Q1 2026 | Apr 02, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 1,730 | 152 | 0.05% | 0.05% | 1780 | -190 | -9.9% | Q1 2026 | Apr 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,716 | 151 | 0.01% | 0.01% | 1781 | +589 | 52.26% | Q1 2026 | Apr 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 1,695 | 149 | 0.1% | 0.11% | 1782 | -235 | -12.18% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Added to | 1,656 | 145 | 0.05% | 0.0% | 1783 | +1,519 | 1108.76% | Q1 2026 | May 21, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,615 | 142 | 0.03% | — | 1784 | +1,615 | New | Q1 2026 | Apr 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,703 | 138 | 0.1% | 0.1% | 1785 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| CVA Family Office, LLC | History | No change | 1,565 | 137 | 0.01% | 0.01% | 1786 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,540 | 135 | 0.12% | 0.11% | 1787 | -29 | -1.85% | Q1 2026 | May 06, 2026 |
| CNB Bank | History | No change | 1,525 | 134 | 0.06% | 0.05% | 1788 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bravera Wealth | History | No change | 1,520 | 134 | 0.06% | 0.06% | 1789 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,493 | 132 | 0.02% | 0.02% | 1790 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Breakwater Investment Management | History | No change | 1,480 | 130 | 0.05% | 0.04% | 1791 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,441 | 127 | 0.07% | — | 1792 | +1,441 | New | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,466 | 124 | 0.0% | 0.0% | 1793 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 1,373 | 121 | 0.07% | 0.07% | 1794 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,362 | 120 | 0.02% | 0.01% | 1795 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Crews Bank & Trust | History | No change | 1,350 | 119 | 0.02% | 0.02% | 1796 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,326 | 116 | 0.05% | 0.04% | 1799 | +265 | 24.98% | Q1 2026 | May 01, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,319 | 116 | 0.02% | 0.01% | 1797 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | No change | 1,318 | 116 | 0.01% | 0.01% | 1798 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Purpose Unlimited Inc. | History | New | 1,265 | 111 | 0.0% | — | 1801 | +1,265 | New | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,267 | 111 | 0.01% | 0.01% | 1800 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,250 | 110 | 0.02% | 0.02% | 1802 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,250 | 110 | 0.0% | 0.0% | 1803 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BankPlus Trust Department | History | Added to | 1,242 | 109 | 0.03% | 0.01% | 1804 | +786 | 172.37% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,229 | 108 | 0.01% | 0.01% | 1805 | +79 | 6.87% | Q1 2026 | May 19, 2026 |
| Operose Advisors LLC | History | Added to | 1,203 | 106 | 0.02% | 0.02% | 1806 | +47 | 4.07% | Q1 2026 | May 12, 2026 |
| Boreal Capital Management LLC | History | Reduced | 1,189 | 104 | 0.08% | 0.13% | 1808 | -1,010 | -45.93% | Q1 2026 | May 14, 2026 |
| Planning Project LLC | History | No change | 1,282 | 104 | 0.03% | 0.03% | 1807 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 1,130 | 99 | 0.01% | 0.01% | 1809 | -200 | -15.04% | Q1 2026 | Apr 29, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,114 | 98 | 0.03% | 0.08% | 1810 | -1,586 | -58.74% | Q1 2026 | Apr 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,105 | 97 | 0.01% | 0.01% | 1811 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vanguard National Trust Co | History | New | 1,099 | 96 | 0.01% | — | 1814 | +1,099 | New | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,095 | 96 | 0.05% | 0.03% | 1813 | +471 | 75.48% | Q1 2026 | May 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,099 | 96 | 0.01% | 0.01% | 1812 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 1,075 | 94 | 0.02% | — | 1816 | +1,075 | New | Q1 2026 | Apr 20, 2026 |
| Accordant Advisory Group Inc | History | Added to | 1,077 | 94 | 0.06% | 0.03% | 1815 | +577 | 115.4% | Q1 2026 | May 11, 2026 |
| Orion Capital Management LLC | History | No change | 1,051 | 92 | 0.03% | 0.03% | 1817 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,014 | 89 | 0.03% | 0.03% | 1818 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 1,000 | 88 | 0.03% | 0.03% | 1820 | -8 | -0.79% | Q1 2026 | May 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,000 | 88 | 0.0% | 0.0% | 1819 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,000 | 88 | 0.01% | 0.01% | 1821 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Caitlin John, LLC | History | No change | 1,009 | 88 | 0.05% | 0.05% | 1822 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 966 | 85 | 0.02% | 0.01% | 1823 | +515 | 114.19% | Q1 2026 | Apr 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 966 | 85 | 0.02% | 0.02% | 1824 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | Added to | 951 | 83 | 0.04% | 0.04% | 1825 | +76 | 8.69% | Q1 2026 | Apr 30, 2026 |
| Basepoint Wealth LLC | History | Reduced | 931 | 82 | 0.05% | 0.05% | 1828 | -49 | -5.0% | Q1 2026 | May 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 931 | 82 | 0.04% | 0.02% | 1826 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | No change | 940 | 82 | 0.01% | 0.01% | 1827 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Blume Capital Management, Inc. | History | No change | 920 | 81 | 0.01% | 0.01% | 1829 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 899 | 79 | 0.04% | 0.08% | 1831 | -1,008 | -52.86% | Q1 2026 | Apr 20, 2026 |
| Independence Bank of Kentucky | History | Reduced | 900 | 79 | 0.01% | 0.01% | 1830 | -204 | -18.48% | Q1 2026 | Apr 30, 2026 |
| Avion Wealth | History | Added to | 896 | 78 | 0.02% | 0.01% | 1832 | +25 | 2.87% | Q1 2026 | May 01, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 858 | 75 | 0.06% | 0.06% | 1833 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 850 | 74 | 0.01% | 0.01% | 1834 | -28 | -3.19% | Q1 2026 | May 04, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 831 | 73 | 0.03% | 0.03% | 1835 | -4 | -0.48% | Q1 2026 | Apr 30, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 817 | 72 | 0.02% | 0.02% | 1836 | -13 | -1.57% | Q1 2026 | Apr 29, 2026 |
| SITTNER & NELSON, LLC | History | No change | 816 | 71 | 0.03% | 0.03% | 1837 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 800 | 70 | 0.02% | 0.02% | 1838 | -100 | -11.11% | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 791 | 69 | 0.0% | 0.0% | 1839 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pingora Partners LLC | History | No change | 784 | 69 | 0.04% | 0.04% | 1840 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 781 | 68 | 0.03% | — | 1841 | +781 | New | Q1 2026 | Apr 28, 2026 |
| HM PAYSON & CO | History | No change | 761 | 67 | 0.0% | 0.0% | 1842 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 766 | 67 | 0.01% | 0.01% | 1843 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wellington Grp LLC | History | New | 749 | 66 | 0.02% | — | 1845 | +749 | New | Q1 2026 | May 22, 2026 |
| Truvestments Capital LLC | History | No change | 759 | 66 | 0.01% | 0.01% | 1844 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 730 | 64 | 0.01% | 0.01% | 1846 | +5 | 0.69% | Q1 2026 | Apr 29, 2026 |
| Pacifica Partners Inc. | History | No change | 729 | 64 | 0.02% | 0.03% | 1847 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Addison Advisors LLC | History | No change | 737 | 64 | 0.01% | 0.01% | 1848 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Magnolia Wealth Management, LLC | History | New | 718 | 63 | 0.04% | — | 1850 | +718 | New | Q1 2026 | May 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 715 | 63 | 0.02% | 0.02% | 1849 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 713 | 62 | 0.01% | 0.01% | 1852 | -248 | -25.81% | Q1 2026 | Apr 06, 2026 |
| Founders Capital Management | History | No change | 710 | 62 | 0.03% | 0.03% | 1851 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 708 | 62 | 0.04% | 0.04% | 1853 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 707 | 62 | 0.01% | 0.01% | 1854 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 695 | 61 | 0.0% | 0.0% | 1855 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 701 | 61 | 0.05% | 0.05% | 1856 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stephens Consulting, LLC | History | No change | 760 | 61 | 0.02% | 0.02% | 1857 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 681 | 60 | 0.02% | — | 1858 | +681 | New | Q1 2026 | May 11, 2026 |
| Financial Life Planners | History | New | 675 | 59 | 0.05% | — | 1860 | +675 | New | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 673 | 59 | 0.01% | 0.01% | 1859 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 647 | 57 | 0.03% | — | 1861 | +647 | New | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | No change | 646 | 56 | 0.02% | 0.02% | 1862 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 633 | 55 | 0.01% | — | 1863 | +633 | New | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 615 | 54 | 0.0% | 0.0% | 1864 | +115 | 23.0% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 6,496 | 53 | 0.01% | 0.01% | 1865 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Dogwood Wealth Management LLC | History | No change | 599 | 52 | 0.02% | 0.02% | 1866 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 560 | 49 | 0.03% | 0.03% | 1867 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GODSEY & GIBB, INC | History | No change | 530 | 46 | 0.0% | 0.0% | 1868 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 515 | 45 | 0.04% | 0.03% | 1869 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | No change | 515 | 45 | 0.0% | 0.0% | 1870 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | New | 510 | 44 | 0.04% | — | 1871 | +510 | New | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 492 | 43 | 0.01% | 0.03% | 1873 | -708 | -59.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 492 | 43 | 0.01% | 0.0% | 1872 | +384 | 355.56% | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 497 | 43 | 0.01% | 0.02% | 1874 | -228 | -31.45% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | No change | 480 | 42 | 0.01% | 0.01% | 1875 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 454 | 40 | 0.02% | 0.02% | 1876 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Advisor Network LLC | History | New | 444 | 39 | 0.05% | — | 1879 | +444 | New | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 449 | 39 | 0.01% | 0.01% | 1877 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 450 | 39 | 0.02% | 0.03% | 1878 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Byrne Asset Management LLC | History | New | 440 | 38 | 0.02% | — | 1882 | +440 | New | Q1 2026 | Apr 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 432 | 38 | 0.03% | 0.02% | 1881 | +124 | 40.26% | Q1 2026 | Apr 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 438 | 38 | 0.0% | 0.0% | 1880 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 420 | 37 | 0.01% | — | 1883 | +420 | New | Q1 2026 | Apr 09, 2026 |
| Clarity Asset Management, Inc. | History | New | 402 | 35 | 0.02% | — | 1887 | +402 | New | Q1 2026 | May 04, 2026 |
| GHP Investment Advisors, Inc. | History | New | 400 | 35 | 0.0% | — | 1886 | +400 | New | Q1 2026 | Apr 21, 2026 |
| SRH ADVISORS, LLC | History | No change | 400 | 35 | 0.01% | 0.01% | 1884 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MTM Investment Management, LLC | History | No change | 400 | 35 | 0.01% | 0.01% | 1885 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 380 | 33 | 0.02% | 0.02% | 1890 | -66 | -14.8% | Q1 2026 | May 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 375 | 33 | 0.01% | 0.01% | 1888 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 384 | 33 | 0.0% | 0.0% | 1889 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 368 | 32 | 0.02% | 0.02% | 1891 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 355 | 31 | 0.01% | 0.01% | 1892 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Front Row Advisors LLC | History | No change | 350 | 30 | 0.01% | 0.01% | 1893 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Team Financial Group, LLC | History | No change | 343 | 30 | 0.01% | 0.01% | 1894 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 375 | 30 | 0.1% | 0.1% | 1895 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Longview Financial Advisors, Inc. | History | New | 333 | 29 | 0.02% | — | 1897 | +333 | New | Q1 2026 | Apr 20, 2026 |
| Motiv8 Investments LLC | History | No change | 362 | 29 | 0.02% | 0.02% | 1896 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | No change | 326 | 28 | 0.0% | 0.0% | 1898 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Monetary Solutions, Ltd | History | No change | 326 | 28 | 0.03% | 0.03% | 1899 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 448 | 27 | 0.01% | 0.01% | 1900 | +173 | 62.91% | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 312 | 27 | 0.02% | 0.02% | 1901 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 296 | 26 | 0.02% | — | 1904 | +296 | New | Q1 2026 | Apr 21, 2026 |
| Fairway Wealth LLC | History | Added to | 300 | 26 | 0.01% | 0.0% | 1902 | +252 | 525.0% | Q1 2026 | Apr 23, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 300 | 26 | 0.01% | 0.0% | 1903 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 291 | 25 | 0.0% | 0.01% | 1906 | -22 | -7.03% | Q1 2026 | Apr 14, 2026 |
| CHELSEA COUNSEL CO | History | No change | 309 | 25 | 0.01% | 0.01% | 1905 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ankerstar Wealth, LLC | History | No change | 284 | 25 | 0.03% | 0.02% | 1907 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunrise Financial Services, LLC | History | No change | 291 | 25 | 0.02% | 0.02% | 1908 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wall Street Financial Group, Inc. | History | New | 267 | 23 | 0.01% | — | 1911 | +267 | New | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 287 | 23 | 0.0% | 0.0% | 1909 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meramec Financial Planners, LLC | History | No change | 256 | 23 | 0.01% | 0.01% | 1910 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 256 | 22 | 0.0% | 0.0% | 1912 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Main Management LLC | History | No change | 250 | 22 | 0.0% | 0.0% | 1913 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GoalVest Advisory LLC | History | No change | 250 | 22 | 0.0% | 0.0% | 1914 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 256 | 22 | 0.02% | 0.02% | 1915 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 248 | 21 | 0.01% | 0.01% | 1917 | -34 | -12.06% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | No change | 247 | 21 | 0.0% | 0.0% | 1916 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Millstone Evans Group, LLC | History | No change | 243 | 21 | 0.01% | 0.01% | 1918 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | Reduced | 218 | 19 | 0.0% | 0.01% | 1919 | -249 | -53.32% | Q1 2026 | May 06, 2026 |
| Napier Financial, LLC | History | New | 221 | 19 | 0.0% | — | 1923 | +221 | New | Q1 2026 | May 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 216 | 19 | 0.01% | — | 1922 | +216 | New | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 224 | 19 | 0.01% | 0.01% | 1921 | -111 | -33.13% | Q1 2026 | May 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 219 | 19 | 0.01% | 0.01% | 1920 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ATWOOD & PALMER INC | History | No change | 200 | 17 | 0.0% | 0.0% | 1924 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 190 | 16 | 0.0% | 0.0% | 1925 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | New | 181 | 15 | 0.0% | — | 1928 | +181 | New | Q1 2026 | May 12, 2026 |
| Fort Vancouver Investment Management, LLC | History | New | 181 | 15 | 0.01% | — | 1929 | +181 | New | Q1 2026 | May 15, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 175 | 15 | 0.0% | 0.0% | 1926 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 178 | 15 | 0.0% | 0.0% | 1927 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strive Financial Group ,LLC | History | Added to | 154 | 14 | 0.01% | 0.0% | 1930 | +97 | 170.18% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Reduced | 156 | 13 | 0.01% | 0.03% | 1934 | -237 | -60.31% | Q1 2026 | May 07, 2026 |
| Hickory Point Bank & Trust | History | New | 155 | 13 | 0.01% | — | 1935 | +155 | New | Q1 2026 | Apr 03, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 153 | 13 | 0.0% | 0.0% | 1932 | +100 | 188.68% | Q1 2026 | Apr 28, 2026 |
| Osbon Capital Management LLC | History | No change | 157 | 13 | 0.01% | 0.01% | 1931 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | No change | 152 | 13 | 0.01% | 0.01% | 1933 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | Reduced | 145 | 12 | 0.03% | 0.08% | 1936 | -22,638 | -99.36% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 155 | 12 | 0.0% | 0.0% | 1937 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 140 | 12 | 0.0% | 0.0% | 1938 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kozak & Associates, Inc. | History | Added to | 129 | 11 | 0.0% | 0.0% | 1941 | +38 | 41.76% | Q1 2026 | Apr 14, 2026 |
| TD Capital Management LLC | History | No change | 130 | 11 | 0.0% | 0.0% | 1939 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sawyer & Company, Inc | History | No change | 135 | 11 | 0.0% | 0.0% | 1940 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Miller Capital Partners, Inc. | History | No change | 125 | 11 | 0.01% | 0.01% | 1942 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 118 | 10 | 0.01% | — | 1946 | +118 | New | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 124 | 10 | 0.0% | 0.0% | 1943 | +16 | 14.81% | Q1 2026 | Apr 16, 2026 |
| Inspire Investing, LLC | History | No change | 121 | 10 | 0.0% | 0.0% | 1944 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bare Financial Services, Inc | History | No change | 124 | 10 | 0.0% | 0.0% | 1945 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 110 | 9 | 0.0% | 0.02% | 1948 | -715 | -86.67% | Q1 2026 | Apr 23, 2026 |
| Hurley Capital, LLC | History | Reduced | 111 | 9 | 0.0% | 0.01% | 1947 | -58 | -34.32% | Q1 2026 | May 06, 2026 |
| Holos Integrated Wealth LLC | History | New | 95 | 8 | 0.0% | — | 1952 | +95 | New | Q1 2026 | Apr 08, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 96 | 8 | 0.0% | 0.0% | 1951 | +53 | 123.26% | Q1 2026 | Apr 20, 2026 |
| Fairman Group, LLC | History | No change | 94 | 8 | 0.01% | 0.01% | 1949 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ransom Advisory, Ltd | History | No change | 99 | 8 | 0.0% | 0.0% | 1950 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| YANKCOM Partnership | History | No change | 84 | 7 | 0.0% | 0.0% | 1953 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 75 | 6 | 0.0% | 0.0% | 1954 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 71 | 6 | 0.0% | 0.0% | 1955 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 57 | 5 | 0.0% | 0.0% | 1959 | +35 | 159.09% | Q1 2026 | Apr 21, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 67 | 5 | 0.0% | 0.0% | 1956 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Olistico Wealth, LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 1957 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 63 | 5 | 0.0% | 0.0% | 1958 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 66 | 5 | 0.0% | 0.0% | 1960 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SWAN Capital LLC | History | New | 56 | 4 | 0.0% | — | 1966 | +56 | New | Q1 2026 | May 14, 2026 |
| Wealth Science Advisors LLC | History | New | 55 | 4 | 0.0% | — | 1967 | +55 | New | Q1 2026 | Apr 08, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 51 | 4 | 0.0% | — | 1961 | +50 | 5000.0% | Q1 2026 | Apr 13, 2026 |
| Solstein Capital, LLC | History | Added to | 49 | 4 | 0.0% | 0.0% | 1962 | +36 | 276.92% | Q1 2026 | May 14, 2026 |
| JDM Financial Group LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 1963 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Networth Advisors, LLC | History | No change | 51 | 4 | 0.0% | 0.0% | 1964 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 1965 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RHL GROUP, LLC | History | Reduced | 43 | 3 | 0.0% | 1.1% | 1973 | -16,774 | -99.74% | Q1 2026 | May 13, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 42 | 3 | 0.0% | 0.01% | 1969 | -171 | -80.28% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 41 | 3 | 0.0% | 0.0% | 1972 | +21 | 105.0% | Q1 2026 | May 07, 2026 |
| ESL Trust Services, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 1968 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Creative Capital Management Investments LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 1970 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 1971 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | New | 49 | 2 | 0.0% | — | 1976 | +49 | New | Q1 2026 | May 14, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 25 | 2 | 0.0% | — | 1977 | +25 | New | Q1 2026 | May 14, 2026 |
| Wiser Advisor Group LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 1974 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 1975 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Park Place Capital Corp | History | Reduced | 17 | 1 | 0.0% | 0.0% | 1980 | -46 | -73.02% | Q1 2026 | Apr 09, 2026 |
| ALERUS FINANCIAL NA | History | No change | 13 | 1 | 0.0% | 0.0% | 1978 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CKW FINANCIAL GROUP | History | No change | 9 | 1 | 0.0% | 0.0% | 1979 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Merrithew & Thorsten Inc | History | No change | 20 | 1 | 0.0% | 0.0% | 1981 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Silver Point Capital L.P. | History | Closed out | 0 | 0 | — | 7.11% | — | -1,945,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Packer & Co Ltd | History | Closed out | 0 | 0 | — | 39.55% | — | -1,830,100 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -1,177,701 | -100.0% | Q1 2026 | May 15, 2026 |
| Fore Capital, LLC | History | Closed out | 0 | 0 | — | 5.52% | — | -208,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -105,966 | -100.0% | Q1 2026 | May 01, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -101,817 | -100.0% | Q1 2026 | May 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -90,129 | -100.0% | Q1 2026 | May 15, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 6.89% | — | -70,432 | -100.0% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -70,361 | -100.0% | Q1 2026 | May 05, 2026 |
| Gunderson Capital Management LLC | History | Closed out | 0 | 0 | — | 2.19% | — | -59,824 | -100.0% | Q1 2026 | Apr 22, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -59,536 | -100.0% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -56,499 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 1.31% | — | -54,824 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 2.4% | — | -47,007 | -100.0% | Q1 2026 | May 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Closed out | 0 | 0 | — | 0.29% | — | -42,900 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,501 | -100.0% | Q1 2026 | May 15, 2026 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.51% | — | -37,004 | -100.0% | Q1 2026 | May 05, 2026 |
| Guardian Capital, LLC | History | Closed out | 0 | 0 | — | 2.68% | — | -36,901 | -100.0% | Q1 2026 | May 11, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -29,725 | -100.0% | Q1 2026 | May 13, 2026 |