iSHARES TRUST - IEFA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 203,094,934 | 18,386,184 | 1.34% | 1.48% | 1 | -24,667,309 | -10.83% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 105,157,541 | 9,519,912 | 0.57% | 0.56% | 2 | +274,293 | 0.26% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 108,462,596 | 9,494,818 | 4.56% | 5.49% | 3 | +7,829,374 | 7.78% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 85,182,345 | 7,711,557 | 1.45% | 1.29% | 4 | +6,063,470 | 7.66% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 69,333,011 | 6,276,717 | 0.94% | 0.31% | 5 | +47,841,826 | 222.61% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 50,861,594 | 4,604,374 | 1.23% | 0.93% | 6 | +15,977,100 | 45.8% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 46,029,515 | 4,167,051 | 1.11% | 1.0% | 7 | +5,240,582 | 12.85% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,654,401 | 4,042,562 | 1.25% | 1.2% | 8 | +1,509,679 | 3.5% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 38,117,521 | 3,450,779 | 0.63% | 0.55% | 9 | +2,957,022 | 8.41% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 36,342,282 | 3,290,066 | 2.03% | 1.98% | 10 | +1,343,355 | 3.84% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Added to | 35,665,870 | 3,226,886 | 3.92% | 3.68% | 11 | +546,747 | 1.56% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 34,138,004 | 3,090,513 | 0.05% | 0.05% | 12 | +2,621,084 | 8.32% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 28,383,955 | 2,569,599 | 0.14% | 0.12% | 13 | +2,189,787 | 8.36% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 25,333,750 | 2,221,516 | 16.96% | — | 14 | +25,333,750 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 21,168,840 | 1,916,415 | 0.22% | 0.26% | 15 | -2,427,215 | -10.29% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 19,326,473 | 1,749,625 | 6.73% | — | 16 | +19,326,473 | New | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,125,357 | 1,731,418 | 2.33% | 2.09% | 17 | +1,568,174 | 8.93% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,959,497 | 1,662,558 | 0.11% | 0.1% | 18 | +782,333 | 4.3% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,811,167 | 1,521,914 | 0.88% | 0.82% | 19 | +68,617 | 0.41% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,514,199 | 1,495,030 | 0.56% | 0.39% | 20 | +4,018,275 | 32.16% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 15,413,138 | 1,395,183 | 0.32% | 0.27% | 21 | +1,963,442 | 14.6% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 13,195,103 | 1,194,552 | 4.09% | 3.93% | 22 | -493,486 | -3.61% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 11,481,025 | 1,039,378 | 0.96% | 0.89% | 23 | +365,699 | 3.29% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 11,479,180 | 1,039,210 | 1.11% | 1.05% | 24 | +720,499 | 6.7% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 11,358,893 | 1,028,320 | 1.45% | 1.46% | 25 | +142,850 | 1.27% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,245,000 | 927,479 | 0.19% | 0.05% | 26 | +7,352,223 | 254.16% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 10,187,432 | 922,268 | 3.37% | 3.0% | 27 | +822,623 | 8.78% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 9,746,939 | 881,854 | 1.03% | 1.04% | 28 | +20,179 | 0.21% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Reduced | 9,262,506 | 838,535 | 1.59% | 1.64% | 29 | -346,397 | -3.6% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,847,558 | 800,969 | 0.14% | 0.13% | 30 | +28,030 | 0.32% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 8,778,321 | 794,701 | 1.62% | 1.53% | 31 | +413,330 | 4.94% | Q1 2026 | May 06, 2026 |
| Ballentine Partners, LLC | History | Added to | 6,663,055 | 603,206 | 8.4% | 8.04% | 32 | +267,559 | 4.18% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 6,596,843 | 590,153 | 0.19% | 0.18% | 33 | +148,313 | 2.3% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,173,951 | 558,927 | 0.87% | 0.82% | 34 | +305,071 | 5.2% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 5,936,800 | 537,458 | 4.69% | 4.55% | 35 | +754,249 | 14.55% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,692,802 | 515,371 | 0.55% | 0.53% | 36 | +229,435 | 4.2% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,580,305 | 505,166 | 2.19% | 2.04% | 37 | +159,858 | 2.95% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,380,318 | 487,080 | 0.89% | 1.01% | 38 | +1,821,551 | 51.18% | Q1 2026 | May 01, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 5,317,741 | 481,415 | 0.59% | 0.26% | 39 | +2,907,067 | 120.59% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,062,078 | 456,802 | 2.81% | 2.68% | 40 | +93,408 | 1.88% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 5,045,664 | 456,783 | 0.11% | 0.09% | 41 | +732,007 | 16.97% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 5,018,186 | 454,296 | 6.77% | 6.83% | 42 | -228,796 | -4.36% | Q1 2026 | May 05, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 4,678,255 | 423,522 | 6.08% | 6.61% | 43 | +81,799 | 1.78% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,638,138 | 419,890 | 0.62% | 0.54% | 44 | +656,054 | 16.48% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 4,635,334 | 419,636 | 8.62% | 8.03% | 45 | +231,507 | 5.26% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 4,574,736 | 414,150 | 4.9% | 4.61% | 46 | +40,861 | 0.9% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 4,269,609 | 386,527 | 2.07% | 1.45% | 47 | +1,307,991 | 44.16% | Q1 2026 | May 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 4,232,459 | 383,164 | 3.25% | 3.21% | 48 | -228,125 | -5.11% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,020,374 | 363,964 | 1.01% | 0.9% | 49 | -87,498 | -2.13% | Q1 2026 | May 04, 2026 |
| Hirtle & Co., LLC | History | Added to | 3,942,504 | 356,914 | 12.23% | 11.54% | 50 | +154,999 | 4.09% | Q1 2026 | May 13, 2026 |
| Members Trust Co | History | Added to | 3,893,439 | 352,473 | 11.71% | 8.89% | 51 | +847,463 | 27.82% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,637,297 | 329,284 | 5.05% | 4.82% | 52 | +106,426 | 3.01% | Q1 2026 | Apr 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,578,092 | 323,924 | 8.97% | 7.64% | 53 | +2,630 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Bell Bank | History | Added to | 3,550,678 | 321,442 | 13.63% | 13.22% | 54 | +93,744 | 2.71% | Q1 2026 | Apr 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 3,492,404 | 320,986 | 0.54% | 0.66% | 55 | -1,017,834 | -22.57% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 3,541,623 | 320,622 | 0.3% | 0.32% | 56 | -107,960 | -2.96% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,526,617 | 319,264 | 3.83% | 3.63% | 57 | +22,749 | 0.65% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,394,321 | 307,287 | 6.37% | 5.97% | 58 | +261,720 | 8.35% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,345,713 | 301,984 | 0.43% | 0.38% | 59 | +165,783 | 5.21% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 3,304,688 | 299,419 | 1.48% | 1.47% | 60 | +168,924 | 5.39% | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 3,274,660 | 296,455 | 4.59% | 4.65% | 61 | +119,638 | 3.79% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,165,693 | 286,590 | 0.04% | 0.0% | 62 | +3,156,335 | 33728.73% | Q1 2026 | May 12, 2026 |
| Stairway Partners, LLC | History | Reduced | 3,088,039 | 279,560 | 14.48% | 14.35% | 63 | -9,558 | -0.31% | Q1 2026 | Apr 02, 2026 |
| Heritage Wealth Advisors | History | Added to | 3,086,375 | 279,409 | 10.92% | 9.77% | 64 | +227,620 | 7.96% | Q1 2026 | May 13, 2026 |
| Haverford Trust Co | History | Added to | 2,963,954 | 268,326 | 2.46% | 2.28% | 65 | +111,133 | 3.9% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,895,269 | 262,108 | 1.34% | 1.39% | 66 | +60,038 | 2.12% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 2,890,196 | 261,703 | 0.29% | 0.3% | 67 | -54,869 | -1.86% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,883,498 | 261,043 | 1.44% | 2.8% | 68 | -6,020,726 | -67.62% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,876,994 | 260,454 | 0.46% | 0.42% | 69 | +256,226 | 9.78% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 2,852,637 | 258,250 | 0.44% | 0.53% | 70 | -1,105,166 | -27.92% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,849,680 | 257,981 | 0.36% | 0.38% | 71 | -328,720 | -10.34% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 2,753,122 | 249,240 | 0.17% | 0.17% | 72 | +69,482 | 2.59% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,684,302 | 243,009 | 1.83% | 1.71% | 73 | +159,101 | 6.3% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 2,607,149 | 236,025 | 1.59% | 1.63% | 74 | -6,526 | -0.25% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,581,035 | 233,661 | 3.56% | 3.12% | 75 | +216,735 | 9.17% | Q1 2026 | May 01, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 2,574,775 | 233,094 | 6.13% | 5.64% | 76 | +207,631 | 8.77% | Q1 2026 | Apr 16, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,571,288 | 232,778 | 9.75% | 9.09% | 77 | +235,054 | 10.06% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,509,338 | 227,170 | 0.32% | 0.23% | 78 | +697,956 | 38.53% | Q1 2026 | May 13, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Reduced | 2,476,353 | 224,184 | 7.79% | 8.19% | 79 | -298,714 | -10.76% | Q1 2026 | May 14, 2026 |
| Investure, LLC | History | Added to | 2,464,211 | 223,085 | 10.94% | 10.34% | 80 | +396,092 | 19.15% | Q1 2026 | May 08, 2026 |
| Nationwide Fund Advisors | History | Reduced | 2,412,970 | 218,446 | 9.56% | 10.08% | 81 | -219,130 | -8.33% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 2,407,502 | 217,951 | 1.23% | 1.19% | 82 | +85,809 | 3.7% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,365,635 | 214,161 | 0.53% | 0.31% | 83 | +846,387 | 55.71% | Q1 2026 | Apr 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 2,342,950 | 212,107 | 3.04% | 3.15% | 84 | +210,607 | 9.88% | Q1 2026 | May 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,288,069 | 207,138 | 2.88% | 2.67% | 85 | +60,458 | 2.71% | Q1 2026 | May 01, 2026 |
| Matson Money. Inc. | History | Added to | 2,252,227 | 203,894 | 6.25% | 6.35% | 86 | +4,943 | 0.22% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,206,556 | 199,806 | 0.29% | 0.27% | 87 | +168,915 | 8.29% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 2,200,695 | 199,216 | 2.45% | 2.33% | 88 | +163,645 | 8.03% | Q1 2026 | May 12, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 2,167,028 | 199,172 | 21.72% | 20.94% | 89 | +8,536 | 0.4% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,181,407 | 197,482 | 0.03% | 0.03% | 90 | -363,269 | -14.28% | Q1 2026 | May 14, 2026 |
| Balentine LLC | History | Reduced | 2,154,493 | 195,046 | 7.86% | 7.48% | 91 | -49,194 | -2.23% | Q1 2026 | Apr 24, 2026 |
| GREENLEAF TRUST | History | Reduced | 2,137,042 | 193,466 | 1.9% | 1.85% | 92 | -121,174 | -5.37% | Q1 2026 | Apr 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,133,256 | 193,123 | 0.15% | 0.11% | 93 | +491,045 | 29.9% | Q1 2026 | May 14, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 2,085,563 | 186,574 | 15.02% | 15.02% | 94 | +2,210 | 0.11% | Q1 2026 | Apr 15, 2026 |
| Passaic Partners LLC | History | Reduced | 2,036,600 | 184,373 | 17.25% | 20.89% | 95 | -219,336 | -9.72% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 2,034,011 | 184,139 | 0.05% | 0.04% | 96 | +285,181 | 16.31% | Q1 2026 | Apr 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 2,018,049 | 182,693 | 3.85% | 3.53% | 97 | +125,686 | 6.64% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,973,972 | 180,033 | 0.37% | 0.31% | 98 | -546,220 | -21.67% | Q1 2026 | Apr 08, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,934,375 | 175,119 | 6.34% | 6.07% | 99 | +123,084 | 6.8% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,817,309 | 171,099 | 2.19% | 1.84% | 100 | +248,427 | 15.83% | Q1 2026 | May 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,860,132 | 168,397 | 8.13% | 7.87% | 101 | +7,278 | 0.39% | Q1 2026 | Apr 17, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 1,847,267 | 167,233 | 8.62% | 9.75% | 102 | -247,524 | -11.82% | Q1 2026 | May 07, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 1,790,366 | 162,081 | 12.13% | 11.89% | 103 | +157,540 | 9.65% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,772,968 | 160,506 | 0.02% | 0.02% | 104 | +12,680 | 0.72% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Added to | 1,765,613 | 159,840 | 1.7% | 1.53% | 105 | +38,751 | 2.24% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | Added to | 1,763,387 | 159,639 | 9.9% | 5.53% | 106 | +747,777 | 73.63% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,726,878 | 156,334 | 4.95% | 5.86% | 107 | -74,400 | -4.13% | Q1 2026 | May 07, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,661,066 | 150,376 | 1.59% | 1.61% | 108 | -36,658 | -2.16% | Q1 2026 | May 11, 2026 |
| NEOS Investment Management LLC | History | Added to | 1,636,608 | 148,162 | 0.75% | 0.26% | 109 | +1,133,088 | 225.03% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,590,254 | 143,965 | 6.02% | 5.58% | 110 | +137,123 | 9.44% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,559,760 | 141,205 | 0.36% | 0.29% | 111 | +344,753 | 28.37% | Q1 2026 | Apr 30, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 1,556,046 | 140,868 | 12.52% | 12.43% | 112 | +42,356 | 2.8% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,544,708 | 139,842 | 8.5% | 10.02% | 113 | -45,088,881 | -96.69% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 1,539,531 | 139,373 | 2.87% | 5.85% | 114 | -1,738,032 | -53.03% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 1,536,718 | 139,119 | 7.9% | 6.34% | 115 | +239,124 | 18.43% | Q1 2026 | Apr 21, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 1,484,614 | 134,402 | 3.43% | 3.52% | 116 | -37,085 | -2.44% | Q1 2026 | May 13, 2026 |
| UNC Management Company, Inc. | History | New | 1,470,995 | 133,169 | 8.13% | — | 117 | +1,470,995 | New | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,461,361 | 132,296 | 2.29% | 2.13% | 118 | +184,237 | 14.43% | Q1 2026 | May 07, 2026 |
| Wealthquest Corp | History | No change | 1,406,512 | 125,826 | 9.5% | 9.5% | 119 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,385,391 | 125,419 | 0.68% | 0.67% | 120 | +13,532 | 0.99% | Q1 2026 | May 05, 2026 |
| First Financial Bank - Trust Division | History | Added to | 1,370,752 | 124,094 | 9.99% | 9.72% | 121 | +47,485 | 3.59% | Q1 2026 | Apr 01, 2026 |
| UMB Bank, n.a. | History | Added to | 1,359,924 | 123,113 | 1.72% | 1.53% | 122 | +72,400 | 5.62% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,355,041 | 122,663 | 0.21% | 0.23% | 123 | -22,225 | -1.61% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,342,496 | 121,536 | 2.11% | 2.09% | 124 | +61,359 | 4.79% | Q1 2026 | Apr 20, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 1,337,502 | 121,084 | 14.19% | 14.66% | 125 | -61,938 | -4.43% | Q1 2026 | Apr 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,333,556 | 120,731 | 0.37% | 0.51% | 126 | -593,700 | -30.81% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 1,322,097 | 119,691 | 3.15% | 3.23% | 127 | +55,399 | 4.37% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,315,024 | 119,049 | 0.36% | 0.32% | 128 | +321,783 | 32.4% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,513,975 | 118,430 | 0.76% | 0.89% | 129 | +65,931 | 4.55% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,308,185 | 118,429 | 2.16% | 2.27% | 130 | -86,484 | -6.2% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 1,306,747 | 118,299 | 0.64% | 0.52% | 131 | +302,188 | 30.08% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,271,070 | 115,069 | 3.37% | 3.24% | 132 | +55,870 | 4.6% | Q1 2026 | Apr 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 1,232,051 | 111,180 | 7.79% | 9.92% | 133 | -234,118 | -15.97% | Q1 2026 | Apr 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,224,205 | 110,827 | 0.04% | 0.31% | 134 | -19,716 | -1.58% | Q1 2026 | May 04, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 1,223,339 | 110,748 | 4.99% | 2.17% | 135 | +677,963 | 124.31% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 1,235,426 | 110,521 | 0.44% | 0.44% | 136 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wedmont Private Capital | History | Added to | 1,158,252 | 110,520 | 3.56% | 3.52% | 137 | +49,757 | 4.49% | Q1 2026 | Apr 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,210,694 | 109,604 | 3.71% | 3.66% | 138 | +46,047 | 3.95% | Q1 2026 | Apr 17, 2026 |
| AXIOM INVESTORS LLC /DE | History | Added to | 1,207,900 | 109,351 | 1.22% | 0.71% | 139 | +300,400 | 33.1% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 1,195,796 | 108,255 | 1.93% | 1.11% | 140 | +477,168 | 66.4% | Q1 2026 | May 15, 2026 |
| RKL Wealth Management LLC | History | Reduced | 1,190,974 | 107,818 | 9.7% | 9.26% | 141 | -69,812 | -5.54% | Q1 2026 | Apr 24, 2026 |
| 1832 Asset Management L.P. | History | Added to | 1,177,255 | 106,576 | 0.1% | 0.07% | 142 | +190,788 | 19.34% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 1,139,343 | 103,144 | 10.05% | 9.95% | 143 | +1,825 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Truepoint, Inc. | History | Reduced | 1,136,123 | 102,853 | 2.29% | 2.4% | 144 | -56,372 | -4.73% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | Added to | 1,121,853 | 101,561 | 8.12% | 7.75% | 145 | +44,982 | 4.18% | Q1 2026 | Apr 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,118,468 | 101,254 | 0.05% | 0.06% | 146 | +22,208 | 2.03% | Q1 2026 | Apr 30, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 1,099,376 | 99,526 | 4.01% | 3.53% | 147 | +52,746 | 5.04% | Q1 2026 | May 04, 2026 |
| Arkos Global Advisors | History | Added to | 1,094,096 | 99,049 | 12.43% | 11.89% | 148 | +53,288 | 5.12% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,088,243 | 98,518 | 1.44% | 1.51% | 149 | -28,031 | -2.51% | Q1 2026 | Apr 09, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Added to | 1,077,876 | 97,580 | 11.27% | 10.02% | 150 | +143,540 | 15.36% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 1,072,589 | 97,101 | 1.33% | 0.81% | 151 | +437,880 | 68.99% | Q1 2026 | Apr 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 1,036,898 | 93,870 | 10.78% | 10.45% | 152 | +23,797 | 2.35% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 1,035,256 | 93,721 | 1.07% | 0.94% | 153 | +121,093 | 13.25% | Q1 2026 | Apr 16, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,031,127 | 93,347 | 0.85% | 1.04% | 154 | +107,080 | 11.59% | Q1 2026 | May 06, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 1,030,827 | 93,320 | 0.79% | 0.72% | 155 | +97,337 | 10.43% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 1,029,785 | 93,226 | 3.18% | 3.2% | 156 | -44,076 | -4.1% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | Added to | 1,015,521 | 91,935 | 1.71% | 1.67% | 157 | +1,951 | 0.19% | Q1 2026 | Apr 16, 2026 |
| Callan Family Office, LLC | History | Added to | 1,007,041 | 91,167 | 2.07% | 1.79% | 158 | +77,742 | 8.37% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 1,006,724 | 91,138 | 9.58% | 9.47% | 159 | +39,832 | 4.12% | Q1 2026 | May 11, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 1,620,720 | 90,796 | 6.81% | 7.84% | 160 | -90,317 | -5.28% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 1,000,681 | 90,591 | 4.72% | 4.72% | 161 | -8,144 | -0.81% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 986,758 | 89,331 | 2.54% | 2.35% | 162 | +71,182 | 7.77% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Reduced | 985,753 | 89,240 | 2.72% | 2.73% | 163 | -36,783 | -3.6% | Q1 2026 | Apr 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 965,630 | 87,418 | 0.02% | 0.03% | 164 | -909,431 | -48.5% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 958,261 | 86,751 | 9.03% | 8.83% | 165 | +27,359 | 2.94% | Q1 2026 | Apr 08, 2026 |
| Klingman & Associates, LLC | History | Added to | 957,356 | 86,669 | 4.15% | 3.92% | 166 | +48,129 | 5.29% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 956,091 | 86,554 | 1.88% | 1.83% | 167 | +87,823 | 10.11% | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 952,567 | 86,235 | 0.56% | 0.6% | 168 | -98,310 | -9.36% | Q1 2026 | May 05, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 948,853 | 85,899 | 5.04% | 4.99% | 169 | -35,500 | -3.61% | Q1 2026 | May 06, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 924,833 | 84,982 | 5.12% | 4.99% | 170 | +3,558 | 0.39% | Q1 2026 | Apr 07, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 926,698 | 83,893 | 11.73% | 11.11% | 171 | -6,870 | -0.74% | Q1 2026 | Apr 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 922,976 | 83,557 | 0.24% | 0.21% | 172 | +49,728 | 5.69% | Q1 2026 | May 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 919,863 | 83,275 | 3.14% | 2.54% | 173 | +159,214 | 20.93% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 915,375 | 82,867 | 0.45% | 0.37% | 174 | +131,539 | 16.78% | Q1 2026 | Apr 15, 2026 |
| Disciplina Capital Management LLC | History | Added to | 887,509 | 80,346 | 8.51% | 7.73% | 175 | +132,686 | 17.58% | Q1 2026 | May 07, 2026 |
| CI INVESTMENTS INC. | History | Added to | 883,440 | 79,977 | 0.39% | 0.12% | 176 | +578,515 | 189.72% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 882,539 | 79,896 | 1.27% | 1.13% | 177 | +105,215 | 13.54% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 877,555 | 79,445 | 0.42% | 0.39% | 178 | +263,367 | 42.88% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 876,033 | 79,307 | 0.3% | 0.29% | 179 | +78,594 | 9.86% | Q1 2026 | Apr 30, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 868,981 | 78,668 | 4.86% | 4.69% | 180 | +5,721 | 0.66% | Q1 2026 | Apr 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 863,242 | 78,149 | 0.05% | 0.01% | 181 | +723,276 | 516.75% | Q1 2026 | May 15, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 860,968 | 77,943 | 22.35% | 22.54% | 182 | +4,136 | 0.48% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 857,798 | 77,656 | 0.13% | 0.09% | 183 | +137,712 | 19.12% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 857,145 | 77,597 | 2.32% | 2.25% | 184 | +23,362 | 2.8% | Q1 2026 | May 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 853,952 | 77,308 | 9.95% | 10.68% | 185 | -3,094 | -0.36% | Q1 2026 | Apr 17, 2026 |
| Janney Capital Management LLC | History | No change | 838,033 | 74,970 | 4.71% | 4.71% | 186 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 810,685 | 73,446 | 5.07% | 5.59% | 187 | +88,181 | 12.2% | Q1 2026 | May 18, 2026 |
| BAILARD, INC. | History | Added to | 810,969 | 73,417 | 1.69% | 1.57% | 188 | +16,584 | 2.09% | Q1 2026 | May 11, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 806,398 | 73,003 | 8.62% | 7.35% | 189 | +69,369 | 9.41% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 801,484 | 72,558 | 2.03% | 1.27% | 190 | +254,760 | 46.6% | Q1 2026 | Apr 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,133,104 | 72,524 | 1.73% | 1.54% | 191 | +38,260 | 3.49% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 788,483 | 71,381 | 0.56% | 0.58% | 192 | -22,139 | -2.73% | Q1 2026 | May 01, 2026 |
| Planning Project LLC | History | No change | 791,868 | 70,840 | 17.8% | 17.8% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Opus Capital Group, LLC | History | Reduced | 780,448 | 70,654 | 7.6% | 7.76% | 194 | -20,008 | -2.5% | Q1 2026 | Apr 30, 2026 |
| Constellation Investments, Inc. | History | No change | 779,498 | 70,567 | 2.34% | 2.15% | 195 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Added to | 759,821 | 68,786 | 0.74% | 0.07% | 196 | +728,075 | 2293.44% | Q1 2026 | May 12, 2026 |
| INTRUST BANK NA | History | Added to | 755,267 | 68,374 | 5.57% | 5.53% | 197 | +9,002 | 1.21% | Q1 2026 | May 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 748,376 | 67,750 | 4.02% | 3.73% | 198 | +24,644 | 3.41% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Added to | 747,893 | 67,706 | 0.84% | 0.78% | 199 | +53,567 | 7.71% | Q1 2026 | May 01, 2026 |
| Roth Financial Partners LLC | History | Reduced | 740,675 | 67,050 | 22.89% | 21.93% | 200 | -2,438 | -0.33% | Q1 2026 | Apr 21, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 740,327 | 67,014 | 0.1% | 0.1% | 201 | +49,744 | 7.2% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 736,098 | 66,638 | 0.18% | 0.23% | 202 | -213,969 | -22.52% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 731,705 | 66,241 | 0.65% | 0.7% | 203 | -64,699 | -8.12% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 716,683 | 64,881 | 6.94% | 6.69% | 204 | +28,962 | 4.21% | Q1 2026 | May 06, 2026 |
| Cabot-Wellington, LLC | History | Reduced | 711,044 | 64,370 | 19.04% | 21.15% | 205 | -26,196 | -3.55% | Q1 2026 | May 06, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 710,997 | 64,366 | 6.29% | 0.04% | 206 | +705,297 | 12373.63% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 708,145 | 64,108 | 0.7% | 0.51% | 207 | +204,965 | 40.73% | Q1 2026 | Apr 20, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 702,396 | 63,587 | 1.37% | 1.43% | 208 | -21,180 | -2.93% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 701,674 | 63,522 | 0.51% | 0.68% | 209 | +60,120 | 9.37% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 700,828 | 63,445 | 5.7% | 5.58% | 210 | +30,228 | 4.51% | Q1 2026 | May 14, 2026 |
| RMR Wealth Builders | History | Added to | 694,475 | 62,870 | 4.95% | 4.66% | 211 | +43,675 | 6.71% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 683,716 | 61,896 | 0.97% | 0.86% | 212 | +129,391 | 23.34% | Q1 2026 | May 04, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 685,189 | 61,193 | 6.32% | 6.32% | 213 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 669,791 | 60,636 | 0.52% | 0.44% | 214 | -2,235 | -0.33% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 665,598 | 60,256 | 1.08% | 1.07% | 215 | +12,293 | 1.88% | Q1 2026 | May 07, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 656,151 | 59,401 | 4.48% | 3.91% | 216 | +101,504 | 18.3% | Q1 2026 | Apr 27, 2026 |
| Jordan Park Group LLC | History | Added to | 654,923 | 59,290 | 3.16% | 3.27% | 217 | +23,605 | 3.74% | Q1 2026 | May 11, 2026 |
| Colony Family Offices, LLC | History | Added to | 652,280 | 59,050 | 14.56% | 14.54% | 218 | +1,353 | 0.21% | Q1 2026 | Apr 21, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 647,416 | 58,610 | 3.31% | 3.76% | 219 | +24,595 | 3.95% | Q1 2026 | May 11, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 645,510 | 58,438 | 4.88% | 3.82% | 220 | +118,157 | 22.41% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 634,319 | 58,298 | 0.55% | 0.67% | 221 | -68,574 | -9.76% | Q1 2026 | Apr 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 638,649 | 57,816 | 0.48% | 0.28% | 222 | +258,180 | 67.86% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 638,337 | 57,788 | 0.85% | 0.72% | 223 | +119,490 | 23.03% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 637,728 | 57,733 | 0.67% | 0.76% | 224 | -58,623 | -8.42% | Q1 2026 | May 08, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 632,469 | 57,257 | 11.9% | 11.57% | 225 | +7,040 | 1.13% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 616,639 | 55,824 | 1.32% | 0.92% | 226 | +156,014 | 33.87% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Added to | 613,832 | 55,570 | 4.74% | 4.37% | 227 | +62,723 | 11.38% | Q1 2026 | May 07, 2026 |
| Brickley Wealth Management | History | Added to | 613,612 | 55,550 | 9.53% | 9.17% | 228 | +5,357 | 0.88% | Q1 2026 | May 04, 2026 |
| Leverty Financial Group, LLC | History | Added to | 613,539 | 55,543 | 12.29% | 12.88% | 229 | +11,527 | 1.91% | Q1 2026 | Apr 09, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 605,220 | 54,790 | 6.97% | 6.75% | 230 | +27,950 | 4.84% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 598,914 | 54,219 | 0.05% | 0.04% | 231 | +20,000 | 3.45% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 597,538 | 54,087 | 0.91% | 0.64% | 232 | +164,873 | 38.11% | Q1 2026 | May 05, 2026 |
| Parkside Investments, LLC | History | Reduced | 596,057 | 53,961 | 6.56% | 7.54% | 233 | -73,141 | -10.93% | Q1 2026 | Apr 08, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 595,160 | 53,879 | 3.29% | 3.29% | 234 | -2,518 | -0.42% | Q1 2026 | May 14, 2026 |
| Ledyard National Bank | History | Added to | 591,794 | 53,575 | 4.64% | 4.55% | 235 | +1,254 | 0.21% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 579,092 | 53,212 | 1.09% | 1.0% | 236 | +52,752 | 10.02% | Q1 2026 | Apr 28, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 586,787 | 53,121 | 5.04% | 3.73% | 237 | +136,735 | 30.38% | Q1 2026 | May 11, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 584,673 | 52,930 | 3.95% | 3.97% | 238 | -1,203 | -0.21% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 566,224 | 51,260 | 0.65% | 0.64% | 239 | +78,022 | 15.98% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Added to | 566,128 | 51,251 | 2.68% | 2.48% | 240 | +6,079 | 1.09% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 535,206 | 51,019 | 0.89% | 0.83% | 241 | +23,633 | 4.62% | Q1 2026 | May 15, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 560,000 | 50,696 | 1.86% | 2.14% | 242 | -155,000 | -21.68% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 559,047 | 50,595 | 0.1% | 0.09% | 243 | +16,929 | 3.12% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Reduced | 556,362 | 50,367 | 0.56% | 0.59% | 244 | -21,191 | -3.67% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 546,728 | 49,512 | 0.2% | 0.17% | 245 | +57,751 | 11.81% | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 546,166 | 49,444 | 2.99% | 3.0% | 246 | -1,131 | -0.21% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 541,491 | 49,021 | 0.36% | 0.42% | 247 | -46,238 | -7.87% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 532,405 | 48,922 | 0.55% | 0.46% | 248 | +72,546 | 15.78% | Q1 2026 | Apr 28, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 533,940 | 48,337 | 14.49% | 14.33% | 249 | -16,782 | -3.05% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 531,120 | 48,082 | 0.23% | 0.22% | 250 | +89,904 | 20.38% | Q1 2026 | May 11, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 527,727 | 47,775 | 5.74% | 6.52% | 251 | -44,383 | -7.76% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | Added to | 487,168 | 47,493 | 0.7% | 0.79% | 252 | +39,381 | 8.79% | Q1 2026 | Apr 20, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 522,492 | 47,301 | 6.14% | 6.13% | 253 | -60,792 | -10.42% | Q1 2026 | Apr 10, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 519,903 | 47,066 | 8.49% | 8.71% | 254 | +6,694 | 1.3% | Q1 2026 | Apr 13, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 600,693 | 46,884 | 4.29% | 4.29% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 530,623 | 46,530 | 1.68% | 1.28% | 256 | +155,144 | 41.32% | Q1 2026 | May 15, 2026 |
| Stash Investments, LLC | History | Added to | 512,609 | 46,406 | 17.99% | 17.99% | 257 | +10,849 | 2.16% | Q1 2026 | Apr 02, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 510,828 | 46,245 | 4.85% | — | 258 | +510,828 | New | Q1 2026 | Apr 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 510,115 | 46,180 | 0.57% | 0.56% | 259 | +28,792 | 5.98% | Q1 2026 | May 08, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 509,667 | 46,140 | 4.04% | 4.11% | 260 | -16,676 | -3.17% | Q1 2026 | May 12, 2026 |
| SVB WEALTH LLC | History | Reduced | 508,385 | 46,024 | 3.03% | 2.82% | 261 | -25,580 | -4.79% | Q1 2026 | Apr 17, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 499,414 | 45,211 | 7.59% | 7.46% | 262 | +12,926 | 2.66% | Q1 2026 | Apr 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 496,120 | 44,913 | 3.0% | 3.9% | 263 | +16,611 | 3.46% | Q1 2026 | May 07, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 490,822 | 44,434 | 4.58% | 4.64% | 264 | -7,585 | -1.52% | Q1 2026 | May 07, 2026 |
| LM Advisors LLC | History | Added to | 4,022 | 44,428 | 0.7% | 0.63% | 265 | +887 | 28.29% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 494,531 | 44,240 | 0.78% | 0.78% | 266 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bishop & Co Investment Management, LLC | History | Added to | 488,522 | 44,225 | 15.17% | 8.22% | 267 | +211,092 | 76.09% | Q1 2026 | Apr 24, 2026 |
| VICUS CAPITAL | History | Added to | 487,806 | 44,161 | 3.25% | 3.15% | 268 | +17,775 | 3.78% | Q1 2026 | Apr 22, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 486,786 | 44,068 | 10.83% | 10.91% | 269 | -2,266 | -0.46% | Q1 2026 | Apr 03, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 483,128 | 43,737 | 1.81% | 1.84% | 270 | -9,978 | -2.02% | Q1 2026 | Apr 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 481,065 | 43,550 | 3.48% | 3.15% | 271 | +29,903 | 6.63% | Q1 2026 | May 14, 2026 |
| CBM Financial, LLC | History | Added to | 448,317 | 43,504 | 27.15% | 27.41% | 272 | +33,857 | 8.17% | Q1 2026 | May 12, 2026 |
| 71 West Capital Partners | History | Added to | 469,898 | 42,539 | 1.87% | 1.52% | 273 | +99,553 | 26.88% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 463,454 | 41,956 | 0.2% | 0.2% | 274 | -4,575 | -0.98% | Q1 2026 | Apr 24, 2026 |
| Probity Advisors, Inc. | History | Added to | 460,681 | 41,705 | 6.61% | 6.5% | 275 | +7,312 | 1.61% | Q1 2026 | Apr 28, 2026 |
| KINTRA WEALTH, LLC | History | New | 460,349 | 41,675 | 2.95% | — | 276 | +460,349 | New | Q1 2026 | May 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 459,840 | 41,629 | 3.98% | 1.6% | 277 | +272,170 | 145.03% | Q1 2026 | Apr 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 450,645 | 40,796 | 0.02% | 0.02% | 278 | +92,978 | 26.0% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 449,577 | 40,700 | 1.8% | 1.87% | 279 | -14,144 | -3.05% | Q1 2026 | Apr 09, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 448,331 | 40,587 | 5.89% | 4.81% | 280 | +74,229 | 19.84% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 444,614 | 40,250 | 0.5% | 0.44% | 281 | +48,147 | 12.14% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 439,963 | 39,830 | 0.31% | 0.27% | 282 | +87,816 | 24.94% | Q1 2026 | Apr 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 439,624 | 39,799 | 0.64% | 0.55% | 283 | +141,654 | 47.54% | Q1 2026 | Apr 21, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 435,634 | 39,437 | 4.12% | 10.25% | 284 | -665,176 | -60.43% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 431,983 | 39,107 | 4.48% | 4.38% | 285 | +12,010 | 2.86% | Q1 2026 | Apr 15, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 424,843 | 38,461 | 4.66% | 4.51% | 286 | -9,133 | -2.1% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 423,426 | 38,332 | 0.02% | 0.02% | 287 | -111,402 | -20.83% | Q1 2026 | May 11, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 415,923 | 37,653 | 2.79% | 3.04% | 288 | -40,387 | -8.85% | Q1 2026 | Apr 16, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 414,167 | 37,492 | 8.11% | 8.26% | 289 | +3,579 | 0.87% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 407,939 | 36,936 | 0.03% | 0.04% | 290 | -88,302 | -17.79% | Q1 2026 | May 14, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 406,336 | 36,785 | 1.93% | 2.23% | 291 | -46,436 | -10.26% | Q1 2026 | Apr 29, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 403,818 | 36,557 | 17.54% | 17.95% | 292 | -10,666 | -2.57% | Q1 2026 | Apr 14, 2026 |
| HILLMAN CO | History | Added to | 398,427 | 36,069 | 14.03% | 7.27% | 293 | +163,946 | 69.92% | Q1 2026 | Apr 23, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 395,336 | 35,789 | 7.28% | 7.12% | 294 | -8,478 | -2.1% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 395,025 | 35,761 | 0.41% | 0.36% | 295 | +34,563 | 9.59% | Q1 2026 | Apr 28, 2026 |
| Empire Life Investments Inc. | History | Reduced | 385,291 | 35,412 | 2.15% | 2.17% | 296 | -46,090 | -10.68% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 388,100 | 35,134 | 0.02% | 0.02% | 297 | +48,956 | 14.44% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 385,179 | 34,870 | 5.92% | 5.71% | 298 | +4,410 | 1.16% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 382,253 | 34,605 | 0.38% | 0.51% | 299 | -40,483 | -9.58% | Q1 2026 | May 15, 2026 |
| Bull Oak Capital, LLC | History | Added to | 381,907 | 34,574 | 13.29% | 13.21% | 300 | +20,437 | 5.65% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 381,592 | 34,545 | 0.8% | 0.54% | 301 | +134,163 | 54.22% | Q1 2026 | May 04, 2026 |
| Affiance Financial, LLC | History | Added to | 380,964 | 34,488 | 5.59% | 4.5% | 302 | +68,513 | 21.93% | Q1 2026 | Apr 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 380,254 | 34,424 | 0.14% | 0.13% | 303 | +12,142 | 3.3% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 380,203 | 34,419 | 9.1% | 9.17% | 304 | +11,568 | 3.14% | Q1 2026 | May 14, 2026 |
| CFO4Life Group, LLC | History | Reduced | 379,195 | 34,328 | 5.23% | 4.92% | 305 | -6,291 | -1.63% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 378,740 | 34,287 | 0.93% | 0.85% | 306 | +9,432 | 2.55% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 377,333 | 34,163 | 0.26% | 0.22% | 307 | +54,167 | 16.76% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 376,669 | 34,099 | 1.97% | 3.23% | 308 | -270,564 | -41.8% | Q1 2026 | Apr 20, 2026 |
| MCF Advisors LLC | History | Reduced | 376,212 | 34,058 | 1.49% | 1.93% | 309 | -13,860 | -3.55% | Q1 2026 | May 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 375,169 | 33,963 | 2.86% | 2.64% | 310 | +23,347 | 6.64% | Q1 2026 | Apr 20, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 368,010 | 33,639 | 4.16% | 3.28% | 311 | +82,752 | 29.01% | Q1 2026 | Apr 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 368,941 | 33,400 | 0.77% | 1.35% | 312 | +55,013 | 17.52% | Q1 2026 | Apr 27, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 371,738 | 33,255 | 6.27% | 6.27% | 313 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Beacon Bank & Trust | History | Reduced | 366,168 | 33,149 | 6.8% | 6.73% | 314 | -4,637 | -1.25% | Q1 2026 | Apr 28, 2026 |
| Purpose Unlimited Inc. | History | Added to | 364,353 | 32,984 | 1.36% | 1.43% | 315 | +14,395 | 4.11% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 363,471 | 32,904 | 0.53% | 0.71% | 316 | -128,168 | -26.07% | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 359,593 | 32,553 | 0.07% | 0.06% | 317 | -15,639 | -4.17% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 359,314 | 32,528 | 0.16% | 0.09% | 318 | +184,179 | 105.16% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 357,097 | 32,328 | 0.39% | 0.34% | 319 | +23,937 | 7.18% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 355,700 | 32,201 | 1.01% | 0.99% | 320 | +11,146 | 3.23% | Q1 2026 | Apr 08, 2026 |
| Portland Global Advisors LLC | History | Added to | 352,248 | 31,889 | 3.4% | 3.3% | 321 | +8,844 | 2.58% | Q1 2026 | May 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 351,699 | 31,839 | 1.46% | 1.46% | 322 | -23,337 | -6.22% | Q1 2026 | May 06, 2026 |
| MTC Wealth Management LLC | History | Added to | 347,436 | 31,453 | 14.94% | 10.27% | 323 | +102,677 | 41.95% | Q1 2026 | May 04, 2026 |
| Iowa State Bank | History | Added to | 345,430 | 31,271 | 5.75% | 5.43% | 324 | +21,567 | 6.66% | Q1 2026 | Apr 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 345,144 | 31,245 | 4.13% | 4.42% | 325 | -35,775 | -9.39% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 344,211 | 31,161 | 1.74% | 1.67% | 326 | +13,086 | 3.95% | Q1 2026 | Apr 20, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 342,706 | 31,025 | 7.78% | 7.77% | 327 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 342,689 | 31,023 | 9.21% | 9.05% | 328 | -2,404 | -0.7% | Q1 2026 | May 11, 2026 |
| Allen Investment Management, LLC | History | Added to | 341,204 | 30,892 | 0.38% | 0.34% | 329 | +245 | 0.07% | Q1 2026 | May 07, 2026 |
| Marion Wealth Management | History | Reduced | 338,979 | 30,687 | 6.8% | 7.15% | 330 | -5,958 | -1.73% | Q1 2026 | May 12, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 336,463 | 30,460 | 0.43% | 0.41% | 331 | -22,051 | -6.15% | Q1 2026 | Apr 23, 2026 |
| Community Bank, N.A. | History | Added to | 336,084 | 30,425 | 3.62% | 3.54% | 332 | +1,130 | 0.34% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 333,882 | 30,226 | 0.02% | 0.02% | 333 | -58,591 | -14.93% | Q1 2026 | May 14, 2026 |
| Grove Bank & Trust | History | Added to | 333,756 | 30,214 | 3.42% | 3.26% | 334 | +10,257 | 3.17% | Q1 2026 | Apr 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 333,156 | 30,160 | 0.51% | 0.54% | 335 | -27,593 | -7.65% | Q1 2026 | Apr 21, 2026 |
| Empowered Funds, LLC | History | Added to | 332,183 | 30,072 | 0.19% | 0.35% | 336 | +99,561 | 42.8% | Q1 2026 | May 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 331,441 | 30,005 | 3.01% | 3.57% | 337 | -67,425 | -16.9% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 328,495 | 29,738 | 0.63% | 0.49% | 338 | +60,721 | 22.68% | Q1 2026 | May 15, 2026 |
| New Perspectives, Inc | History | Added to | 327,219 | 29,623 | 10.26% | 9.79% | 339 | +11,700 | 3.71% | Q1 2026 | Apr 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 325,625 | 29,478 | 0.64% | 0.6% | 340 | +23,427 | 7.75% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 325,166 | 29,437 | 0.33% | 0.14% | 341 | +205,506 | 171.74% | Q1 2026 | May 14, 2026 |
| Coastline Trust Co | History | Added to | 323,189 | 29,258 | 2.9% | 2.39% | 342 | +38,855 | 13.67% | Q1 2026 | Apr 03, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 322,221 | 29,170 | 17.92% | 18.15% | 343 | +2,461 | 0.77% | Q1 2026 | Apr 28, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 321,228 | 29,080 | 6.16% | 7.19% | 344 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Conrad N. Hilton Foundation | History | New | 320,986 | 29,058 | 12.73% | — | 345 | +320,986 | New | Q1 2026 | May 15, 2026 |
| Tull Financial Group, Inc. | History | Reduced | 319,962 | 28,966 | 12.93% | 12.76% | 346 | -12,955 | -3.89% | Q1 2026 | May 07, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 317,799 | 28,770 | 5.87% | 7.87% | 347 | -128,364 | -28.77% | Q1 2026 | Apr 14, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 317,144 | 28,711 | 5.42% | 4.68% | 348 | +46,594 | 17.22% | Q1 2026 | May 07, 2026 |
| WASHINGTON TRUST Co | History | Added to | 316,599 | 28,661 | 0.97% | 0.87% | 349 | +19,722 | 6.64% | Q1 2026 | Apr 06, 2026 |
| Spire Wealth Management | History | Added to | 316,453 | 28,648 | 0.98% | 0.93% | 350 | +4,735 | 1.52% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 316,406 | 28,644 | 0.21% | 0.21% | 351 | +23,959 | 8.19% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Added to | 313,589 | 28,389 | 1.51% | 1.1% | 352 | +102,182 | 48.33% | Q1 2026 | May 13, 2026 |
| MBL Wealth, LLC | History | Added to | 312,859 | 28,323 | 2.14% | 2.2% | 353 | +5,385 | 1.75% | Q1 2026 | Apr 28, 2026 |
| RPTC Inc. | History | Reduced | 311,497 | 28,199 | 4.94% | 4.75% | 354 | -5,080 | -1.6% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 310,709 | 28,128 | 0.41% | 0.44% | 355 | -8,699 | -2.72% | Q1 2026 | Apr 17, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 309,514 | 28,020 | 1.15% | 1.13% | 356 | +2,697 | 0.88% | Q1 2026 | Apr 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 308,407 | 27,920 | 0.36% | 0.31% | 357 | +33,702 | 12.27% | Q1 2026 | May 15, 2026 |
| Twele Capital Management, Inc. | History | Added to | 299,724 | 27,134 | 4.84% | 4.77% | 358 | +1,183 | 0.4% | Q1 2026 | Apr 07, 2026 |
| Neumann Capital Management, LLC | History | Added to | 297,483 | 26,931 | 7.93% | 7.48% | 359 | +8,138 | 2.81% | Q1 2026 | Apr 13, 2026 |
| Towercrest Capital Management | History | Added to | 294,340 | 26,650 | 4.15% | 4.01% | 360 | +10,354 | 3.65% | Q1 2026 | May 01, 2026 |
| Liquid Strategies, LLC | History | Added to | 292,275 | 26,459 | 5.68% | 5.1% | 361 | +30,626 | 11.7% | Q1 2026 | May 01, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 292,154 | 26,448 | 4.3% | 4.3% | 362 | -6,581 | -2.2% | Q1 2026 | Apr 23, 2026 |
| Montis Financial, LLC | History | Reduced | 291,913 | 26,426 | 5.47% | 6.0% | 363 | -47,392 | -13.97% | Q1 2026 | May 11, 2026 |
| DT Investment Partners, LLC | History | Added to | 291,427 | 26,382 | 2.2% | 2.01% | 364 | +20,659 | 7.63% | Q1 2026 | May 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 290,896 | 26,334 | 6.47% | 6.32% | 365 | +6,350 | 2.23% | Q1 2026 | Apr 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 286,978 | 25,980 | 2.55% | 1.18% | 366 | +149,838 | 109.26% | Q1 2026 | Apr 30, 2026 |
| West Financial Advisors, LLC | History | Reduced | 285,970 | 25,888 | 4.39% | 4.36% | 367 | -2,969 | -1.03% | Q1 2026 | Apr 08, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 282,384 | 25,564 | 4.92% | 4.97% | 368 | -6,093 | -2.11% | Q1 2026 | May 12, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 280,427 | 25,387 | 0.67% | 0.6% | 369 | +16,871 | 6.4% | Q1 2026 | May 01, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 278,148 | 25,180 | 8.76% | 8.35% | 370 | +3,695 | 1.35% | Q1 2026 | Apr 21, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 276,972 | 25,088 | 0.93% | 0.05% | 371 | +273,338 | 7521.68% | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 275,991 | 24,985 | 0.83% | 0.8% | 372 | +3,311 | 1.21% | Q1 2026 | May 14, 2026 |
| Pine Ridge Advisers LLC | History | No change | 275,902 | 24,977 | 1.54% | 1.47% | 373 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 273,806 | 24,787 | 1.58% | 1.53% | 374 | -4,464 | -1.6% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 273,506 | 24,760 | 0.12% | 0.15% | 375 | -38,913 | -12.46% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 273,493 | 24,759 | 6.21% | 6.32% | 376 | +690 | 0.25% | Q1 2026 | Apr 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 268,178 | 24,278 | 0.11% | 0.07% | 377 | +20,558 | 8.3% | Q1 2026 | May 14, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 265,686 | 24,052 | 14.03% | 13.03% | 378 | +22,619 | 9.31% | Q1 2026 | Apr 23, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 265,476 | 24,033 | 4.66% | 4.52% | 379 | +4,511 | 1.73% | Q1 2026 | May 05, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 268,262 | 23,998 | 2.67% | 2.67% | 380 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 262,099 | 23,727 | 0.04% | 0.04% | 381 | +2,801 | 1.08% | Q1 2026 | May 15, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 259,260 | 23,470 | 4.0% | 4.11% | 382 | -9,849 | -3.66% | Q1 2026 | May 01, 2026 |
| Abundance Wealth Counselors | History | Added to | 259,172 | 23,462 | 3.37% | 3.77% | 383 | +9,258 | 3.7% | Q1 2026 | Apr 22, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 259,000 | 23,447 | 3.62% | 3.41% | 384 | +26,789 | 11.54% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Added to | 258,802 | 23,429 | 0.64% | 0.43% | 385 | +98,204 | 61.15% | Q1 2026 | May 12, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 258,449 | 23,397 | 18.86% | 18.8% | 386 | -3,280 | -1.25% | Q1 2026 | Apr 27, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 258,139 | 23,369 | 15.96% | 15.77% | 387 | -5,343 | -2.03% | Q1 2026 | May 04, 2026 |
| Hudson Capital Management LLC | History | Added to | 256,581 | 23,228 | 6.0% | 5.47% | 388 | +12,831 | 5.26% | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 254,749 | 23,062 | 5.18% | 5.05% | 389 | +18,636 | 7.89% | Q1 2026 | May 14, 2026 |
| NEPC LLC | History | Added to | 253,170 | 22,919 | 0.46% | 0.47% | 390 | +4,785 | 1.93% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 252,963 | 22,900 | 0.67% | 0.58% | 391 | +26,747 | 11.82% | Q1 2026 | May 11, 2026 |
| LCNB CORP | History | Added to | 252,533 | 22,861 | 7.68% | 6.97% | 392 | +19,930 | 8.57% | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 250,319 | 22,661 | 0.63% | 0.61% | 393 | +8,314 | 3.44% | Q1 2026 | May 12, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 249,208 | 22,560 | 1.19% | 1.15% | 394 | -2,704 | -1.07% | Q1 2026 | Apr 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 247,324 | 22,390 | 0.36% | 0.41% | 395 | -14,845 | -5.66% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Added to | 247,127 | 22,372 | 0.69% | 0.55% | 396 | +37,559 | 17.92% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 246,647 | 22,328 | 0.53% | 0.53% | 397 | +1,486 | 0.61% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 246,444 | 22,310 | 1.23% | 1.19% | 398 | +8,771 | 3.69% | Q1 2026 | Apr 30, 2026 |
| S. R. Schill & Associates | History | Reduced | 245,596 | 22,233 | 15.02% | 15.86% | 399 | -5,504 | -2.19% | Q1 2026 | May 01, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 244,550 | 22,139 | 4.41% | 4.4% | 400 | +6,930 | 2.92% | Q1 2026 | Apr 29, 2026 |
| Mann Financial Group, Inc. | History | Added to | 243,905 | 22,080 | 20.79% | 20.41% | 401 | +8,043 | 3.41% | Q1 2026 | Apr 24, 2026 |
| Sowell Financial Services LLC | History | Added to | 243,601 | 22,053 | 0.82% | 0.78% | 402 | +4,822 | 2.02% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 241,602 | 21,872 | 0.04% | 0.03% | 403 | +52,297 | 27.63% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 238,357 | 21,578 | 0.39% | 0.36% | 404 | +15,018 | 6.72% | Q1 2026 | Apr 10, 2026 |
| Texas Yale Capital Corp. | History | Added to | 238,222 | 21,566 | 0.61% | 0.64% | 405 | +1,948 | 0.82% | Q1 2026 | May 04, 2026 |
| ROGCO, LP | History | Added to | 236,882 | 21,444 | 7.16% | 7.01% | 406 | +304 | 0.13% | Q1 2026 | May 04, 2026 |
| Astra Wealth Partners LLC | History | Added to | 236,849 | 21,441 | 12.8% | 11.67% | 407 | +15,044 | 6.78% | Q1 2026 | May 06, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 236,210 | 21,384 | 2.18% | 1.62% | 408 | +58,878 | 33.2% | Q1 2026 | May 07, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 236,113 | 21,375 | 13.14% | 13.55% | 409 | +6,522 | 2.84% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Added to | 236,107 | 21,374 | 0.1% | 0.12% | 410 | +4,177 | 1.8% | Q1 2026 | May 04, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 234,919 | 21,272 | 5.04% | 4.86% | 411 | +565 | 0.24% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 234,185 | 21,200 | 0.03% | 0.02% | 412 | +71,185 | 43.67% | Q1 2026 | May 15, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 232,123 | 21,014 | 7.45% | 7.21% | 413 | +1,542 | 0.67% | Q1 2026 | Apr 17, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 231,817 | 20,986 | 3.05% | 2.81% | 414 | +4,704 | 2.07% | Q1 2026 | Apr 23, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 231,769 | 20,982 | 6.27% | 6.25% | 415 | +8,111 | 3.63% | Q1 2026 | Apr 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 231,432 | 20,951 | 0.67% | 0.36% | 416 | -3,763 | -1.6% | Q1 2026 | Apr 29, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 231,052 | 20,917 | 1.98% | 1.64% | 417 | +35,840 | 18.36% | Q1 2026 | Apr 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 229,453 | 20,773 | 0.01% | 0.01% | 418 | -139,144 | -37.75% | Q1 2026 | May 14, 2026 |
| Marble Wealth, LLC | History | Reduced | 228,306 | 20,668 | 3.62% | 3.92% | 419 | -87,297 | -27.66% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Added to | 227,233 | 20,571 | 0.93% | 0.93% | 420 | +1,148 | 0.51% | Q1 2026 | May 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 226,103 | 20,469 | 1.82% | 1.87% | 421 | -5,741 | -2.48% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 224,492 | 20,323 | 0.75% | 0.55% | 422 | +62,407 | 38.5% | Q1 2026 | May 14, 2026 |
| Shelter Ins Retirement Plan | History | No change | 224,262 | 20,302 | 22.6% | 21.68% | 423 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 261,887 | 20,235 | 4.47% | 4.54% | 424 | -4,291 | -1.61% | Q1 2026 | Apr 21, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 222,771 | 20,167 | 1.83% | 1.81% | 425 | -1,602 | -0.71% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 221,239 | 20,028 | 0.42% | 0.4% | 426 | +23,816 | 12.06% | Q1 2026 | Apr 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 220,205 | 19,934 | 4.3% | 4.25% | 427 | -39,222 | -15.12% | Q1 2026 | Apr 30, 2026 |
| WBH ADVISORY INC | History | Added to | 216,614 | 19,909 | 1.49% | 1.35% | 428 | +12,620 | 6.19% | Q1 2026 | Apr 27, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 219,254 | 19,849 | 0.77% | 0.6% | 429 | +13,208 | 6.41% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 218,850 | 19,812 | 0.03% | — | 430 | +218,850 | New | Q1 2026 | May 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 217,519 | 19,692 | 5.02% | 4.78% | 431 | +27,607 | 14.54% | Q1 2026 | Apr 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 216,717 | 19,619 | 0.13% | 0.12% | 432 | +5,283 | 2.5% | Q1 2026 | Apr 27, 2026 |
| Single Point Partners, LLC | History | Reduced | 215,431 | 19,503 | 3.88% | 3.83% | 433 | -1,245 | -0.57% | Q1 2026 | Apr 15, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 214,322 | 19,402 | 7.14% | 6.75% | 434 | +1,799 | 0.85% | Q1 2026 | Apr 16, 2026 |
| LPWM LLC | History | Added to | 213,995 | 19,372 | 4.89% | 4.43% | 435 | +17,803 | 9.07% | Q1 2026 | Apr 08, 2026 |
| Petix & Botte Co | History | Added to | 213,146 | 19,296 | 4.3% | 3.94% | 436 | +18,916 | 9.74% | Q1 2026 | Apr 30, 2026 |
| Argent Advisors, Inc. | History | Added to | 211,539 | 19,150 | 5.23% | 5.19% | 437 | +3,613 | 1.74% | Q1 2026 | Apr 24, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 211,184 | 19,118 | 8.95% | 7.44% | 438 | +30,863 | 17.12% | Q1 2026 | Apr 16, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 210,520 | 19,058 | 4.55% | 4.8% | 439 | +3,754 | 1.82% | Q1 2026 | May 15, 2026 |
| BAHL & GAYNOR INC | History | Added to | 209,804 | 18,993 | 0.1% | 0.09% | 440 | +1,464 | 0.7% | Q1 2026 | May 07, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 209,741 | 18,987 | 2.97% | 2.88% | 441 | +8,914 | 4.44% | Q1 2026 | May 01, 2026 |
| ERn Financial, LLC | History | Added to | 209,449 | 18,961 | 3.57% | 3.33% | 442 | +11,493 | 5.81% | Q1 2026 | Apr 24, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 209,111 | 18,930 | 1.97% | 2.02% | 443 | -10,808 | -4.91% | Q1 2026 | Apr 13, 2026 |
| WLTH Capital Management, LLC | History | Added to | 208,929 | 18,914 | 14.82% | 15.23% | 444 | +6,479 | 3.2% | Q1 2026 | Apr 10, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 208,743 | 18,897 | 1.82% | 1.73% | 445 | +874 | 0.42% | Q1 2026 | May 06, 2026 |
| Fairway Wealth LLC | History | Reduced | 207,489 | 18,783 | 4.96% | 5.23% | 446 | -570,306 | -73.32% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 206,584 | 18,480 | 0.03% | 0.03% | 447 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 204,067 | 18,474 | 2.02% | 2.0% | 448 | -4,174 | -2.0% | Q1 2026 | Apr 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 203,991 | 18,467 | 6.27% | 6.11% | 449 | +8,814 | 4.52% | Q1 2026 | Apr 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 200,468 | 18,148 | 0.95% | 0.96% | 450 | -43,235 | -17.74% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 199,410 | 18,052 | 0.09% | 0.09% | 451 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 199,247 | 18,037 | 1.65% | 1.54% | 452 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 197,051 | 17,839 | 0.89% | 0.87% | 453 | -641 | -0.32% | Q1 2026 | May 07, 2026 |
| Enclave Advisors LLC | History | Added to | 196,315 | 17,772 | 2.44% | 1.92% | 454 | +44,688 | 29.47% | Q1 2026 | Apr 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 197,426 | 17,661 | 3.46% | 3.46% | 455 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| James J. Burns & Company, LLC | History | Added to | 192,172 | 17,397 | 2.36% | 2.31% | 456 | +4,810 | 2.57% | Q1 2026 | Apr 17, 2026 |
| SkyOak Wealth, LLC | History | Added to | 191,749 | 17,359 | 3.18% | 3.0% | 457 | +5,193 | 2.78% | Q1 2026 | Apr 30, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 191,382 | 17,325 | 0.97% | 0.61% | 458 | +84,692 | 79.38% | Q1 2026 | Apr 29, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 190,467 | 17,242 | 3.23% | 3.18% | 459 | +2,062 | 1.09% | Q1 2026 | Apr 28, 2026 |
| 10Elms LLP | History | Added to | 187,216 | 17,211 | 10.86% | 10.11% | 460 | +64,038 | 51.99% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 187,765 | 16,998 | 0.53% | 0.54% | 461 | -3,778 | -1.97% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 189,859 | 16,984 | 0.33% | 0.33% | 462 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 187,554 | 16,979 | 0.65% | 0.55% | 463 | +21,804 | 13.15% | Q1 2026 | Apr 16, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 187,413 | 16,966 | 3.32% | 3.33% | 464 | +5,743 | 3.16% | Q1 2026 | May 14, 2026 |
| Wick Capital Partners, LLC | History | Added to | 168,170 | 16,954 | 3.09% | 2.98% | 465 | +4,944 | 3.03% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Reduced | 187,242 | 16,950 | 1.12% | 1.12% | 466 | -104 | -0.06% | Q1 2026 | Apr 21, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 185,701 | 16,811 | 6.14% | 5.9% | 467 | +18,259 | 10.9% | Q1 2026 | Apr 14, 2026 |
| Caprock Group, LLC | History | Reduced | 184,609 | 16,712 | 0.41% | 0.35% | 468 | -2,152 | -1.15% | Q1 2026 | May 11, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 174,201 | 16,624 | 3.73% | 3.95% | 469 | -108 | -0.06% | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 183,577 | 16,619 | 0.05% | 0.03% | 470 | +53,211 | 40.82% | Q1 2026 | May 15, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 180,252 | 16,564 | 8.42% | 8.19% | 471 | +724 | 0.4% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 184,674 | 16,520 | 0.56% | 0.56% | 472 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Added to | 181,597 | 16,439 | 17.88% | 19.61% | 473 | +10,388 | 6.07% | Q1 2026 | May 15, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 181,064 | 16,391 | 5.55% | 5.32% | 474 | +1,299 | 0.72% | Q1 2026 | Apr 24, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 180,800 | 16,367 | 7.97% | 7.68% | 475 | +6,360 | 3.65% | Q1 2026 | Apr 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 180,621 | 16,351 | 0.09% | 0.08% | 476 | +10,523 | 6.19% | Q1 2026 | Apr 30, 2026 |
| Savvy Advisors, Inc. | History | Added to | 180,314 | 16,323 | 0.44% | 0.41% | 477 | +37,510 | 26.27% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 178,349 | 16,145 | 0.06% | 0.05% | 478 | +22,254 | 14.26% | Q1 2026 | May 13, 2026 |
| Summit Rock Advisors, LP | History | New | 176,440 | 15,973 | 100.0% | — | 479 | +176,440 | New | Q1 2026 | May 12, 2026 |
| Columbia Bank | History | Added to | 174,781 | 15,822 | 4.52% | 3.93% | 480 | +16,624 | 10.51% | Q1 2026 | Apr 28, 2026 |
| Aspect Partners, LLC | History | Added to | 174,268 | 15,776 | 6.45% | 6.16% | 481 | +16,951 | 10.78% | Q1 2026 | Apr 02, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 174,227 | 15,772 | 0.3% | 0.31% | 482 | -11,036 | -5.96% | Q1 2026 | May 01, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 174,201 | 15,770 | 1.11% | 1.0% | 483 | +23,700 | 15.75% | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | Reduced | 174,188 | 15,769 | 1.15% | 1.3% | 484 | -27,732 | -13.73% | Q1 2026 | May 14, 2026 |
| Trajan Wealth LLC | History | Reduced | 173,956 | 15,748 | 0.64% | 0.67% | 485 | -4,483 | -2.51% | Q1 2026 | May 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 173,116 | 15,672 | 7.56% | 7.52% | 486 | +7,420 | 4.48% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 175,016 | 15,656 | 0.07% | 0.07% | 487 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 172,617 | 15,627 | 8.08% | 7.47% | 488 | +1,613 | 0.94% | Q1 2026 | May 06, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 172,281 | 15,596 | 1.72% | 1.78% | 489 | -4,541 | -2.57% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 172,183 | 15,587 | 1.4% | 1.18% | 490 | +27,827 | 19.28% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 163,400 | 15,545 | 0.88% | 0.69% | 491 | +32,857 | 25.17% | Q1 2026 | Apr 17, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 170,734 | 15,456 | 2.5% | 2.54% | 492 | -3,982 | -2.28% | Q1 2026 | Apr 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Reduced | 168,468 | 15,251 | 4.23% | 4.21% | 493 | -4,204 | -2.43% | Q1 2026 | Apr 27, 2026 |
| Northside Capital Management, LLC | History | Added to | 168,251 | 15,231 | 1.34% | 0.09% | 494 | +157,015 | 1397.43% | Q1 2026 | Apr 10, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Reduced | 167,931 | 15,202 | 6.35% | 13.0% | 495 | -118,819 | -41.44% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 167,431 | 15,157 | 0.2% | 0.2% | 496 | +8,733 | 5.5% | Q1 2026 | May 15, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 166,789 | 15,099 | 4.12% | 3.98% | 497 | +9,143 | 5.8% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Added to | 165,885 | 15,017 | 0.87% | 0.84% | 498 | +9,359 | 5.98% | Q1 2026 | May 14, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 165,682 | 14,999 | 0.96% | 1.0% | 499 | -1,226 | -0.73% | Q1 2026 | Apr 08, 2026 |
| P/E Global LLC | History | New | 165,407 | 14,974 | 1.18% | — | 500 | +165,407 | New | Q1 2026 | Apr 09, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 165,197 | 14,955 | 10.08% | 10.28% | 501 | -534 | -0.32% | Q1 2026 | Apr 20, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 165,030 | 14,940 | 0.21% | 0.34% | 502 | -57,206 | -25.74% | Q1 2026 | May 12, 2026 |
| Cassilly Financial Group LLC | History | Added to | 164,767 | 14,916 | 12.94% | 12.49% | 503 | +6,787 | 4.3% | Q1 2026 | Apr 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 164,496 | 14,893 | 0.0% | 0.0% | 504 | +3,715 | 2.31% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 164,286 | 14,872 | 0.79% | 0.76% | 505 | +2,800 | 1.73% | Q1 2026 | Apr 17, 2026 |
| Berman McAleer LLC | History | Reduced | 162,376 | 14,699 | 2.01% | 2.05% | 506 | -5,330 | -3.18% | Q1 2026 | Apr 17, 2026 |
| Brooklyn FI, LLC | History | Added to | 161,877 | 14,654 | 3.08% | 2.91% | 507 | +9,946 | 6.55% | Q1 2026 | May 11, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 161,219 | 14,595 | 7.79% | 7.65% | 508 | +4,914 | 3.14% | Q1 2026 | May 08, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 153,149 | 14,585 | 2.78% | 2.79% | 509 | +1,585 | 1.05% | Q1 2026 | Apr 29, 2026 |
| Shelter Mutual Insurance Co | History | No change | 160,575 | 14,536 | 3.23% | 3.2% | 510 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Next Capital Management LLC | History | Added to | 159,750 | 14,462 | 4.38% | 4.18% | 511 | +13,695 | 9.38% | Q1 2026 | May 07, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 159,382 | 14,428 | 8.39% | 7.63% | 512 | +16,004 | 11.16% | Q1 2026 | May 13, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 157,685 | 14,277 | 4.04% | 2.87% | 513 | +46,930 | 42.37% | Q1 2026 | Apr 30, 2026 |
| Riverview Trust Co | History | Added to | 157,220 | 14,233 | 17.53% | 16.91% | 514 | +182 | 0.12% | Q1 2026 | May 01, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 157,022 | 14,215 | 2.33% | 2.33% | 515 | +1,774 | 1.14% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 156,771 | 14,192 | 0.27% | 0.11% | 516 | +93,969 | 149.63% | Q1 2026 | May 12, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 156,617 | 14,178 | 8.08% | 8.47% | 517 | +4,902 | 3.23% | Q1 2026 | Apr 16, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 156,274 | 14,147 | 11.31% | 10.67% | 518 | +882 | 0.57% | Q1 2026 | May 11, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 155,530 | 14,080 | 1.16% | 1.24% | 519 | -2,932 | -1.85% | Q1 2026 | May 05, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 155,193 | 14,049 | 1.21% | 1.18% | 520 | +2,212 | 1.45% | Q1 2026 | Apr 07, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 155,098 | 14,041 | 0.78% | 0.87% | 521 | -17,657 | -10.22% | Q1 2026 | Apr 23, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 155,041 | 14,035 | 5.37% | 5.17% | 522 | +6,540 | 4.4% | Q1 2026 | May 05, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 154,107 | 13,951 | 1.0% | 0.89% | 523 | +9,594 | 6.64% | Q1 2026 | Apr 10, 2026 |
| IFS Advisors, LLC | History | Reduced | 153,578 | 13,903 | 7.16% | 7.28% | 524 | -3,060 | -1.95% | Q1 2026 | Apr 06, 2026 |
| GoalVest Advisory LLC | History | Reduced | 151,038 | 13,673 | 2.67% | 2.6% | 525 | -876 | -0.58% | Q1 2026 | Apr 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 150,861 | 13,657 | 0.97% | 0.97% | 526 | +945 | 0.63% | Q1 2026 | May 06, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 150,731 | 13,645 | 7.08% | 6.98% | 527 | -85 | -0.06% | Q1 2026 | Apr 27, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 150,015 | 13,580 | 6.38% | 5.8% | 528 | -2,194 | -1.44% | Q1 2026 | Apr 14, 2026 |
| SlateStone Wealth, LLC | History | Added to | 149,744 | 13,556 | 1.12% | 0.98% | 529 | +18,228 | 13.86% | Q1 2026 | May 14, 2026 |
| Arvest Bank Trust Division | History | Reduced | 148,264 | 13,422 | 0.73% | 0.73% | 530 | -1,914 | -1.27% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 148,237 | 13,419 | 0.47% | 0.43% | 531 | +12,351 | 9.09% | Q1 2026 | May 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 147,820 | 13,382 | 0.15% | 0.18% | 532 | -37,159 | -20.09% | Q1 2026 | May 13, 2026 |
| Veery Capital, LLC | History | Added to | 147,373 | 13,341 | 4.09% | 3.99% | 533 | +2,132 | 1.47% | Q1 2026 | Apr 09, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 142,552 | 13,312 | 0.24% | 0.09% | 534 | +121,659 | 582.3% | Q1 2026 | May 01, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 146,413 | 13,254 | 1.74% | 1.63% | 535 | +7,357 | 5.29% | Q1 2026 | May 04, 2026 |
| Scarborough Advisors, LLC | History | Added to | 145,917 | 13,209 | 1.45% | 2.01% | 536 | +13,137 | 9.89% | Q1 2026 | May 07, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 145,431 | 13,165 | 4.15% | 3.92% | 537 | -2,962 | -2.0% | Q1 2026 | May 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 144,696 | 13,099 | 1.64% | — | 538 | +144,696 | New | Q1 2026 | May 18, 2026 |
| Alliance Wealth Management Group | History | Added to | 143,618 | 13,005 | 2.85% | 2.69% | 539 | +6,654 | 4.86% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 142,559 | 12,905 | 0.07% | 0.02% | 540 | +99,535 | 231.35% | Q1 2026 | May 15, 2026 |
| Hamilton Wealth, LLC | History | Added to | 141,903 | 12,846 | 0.91% | 0.6% | 541 | +106,626 | 302.25% | Q1 2026 | May 18, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 141,678 | 12,826 | 2.03% | 2.34% | 542 | +25 | 0.02% | Q1 2026 | Apr 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 141,189 | 12,781 | 0.68% | 1.03% | 543 | -89,649 | -38.84% | Q1 2026 | Apr 13, 2026 |
| Montecito Bank & Trust | History | Added to | 140,261 | 12,697 | 2.09% | 1.88% | 544 | +8,228 | 6.23% | Q1 2026 | Apr 16, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 140,064 | 12,679 | 4.86% | 4.54% | 545 | +8,469 | 6.44% | Q1 2026 | Apr 22, 2026 |
| St. Clair Advisors, LLC | History | Added to | 139,459 | 12,625 | 3.36% | 1.73% | 546 | +64,616 | 86.34% | Q1 2026 | Apr 23, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 139,207 | 12,602 | 4.02% | 4.71% | 547 | -5,208 | -3.61% | Q1 2026 | Apr 17, 2026 |
| Rossmore Private Capital | History | Reduced | 138,881 | 12,572 | 1.1% | 1.13% | 548 | -3,026 | -2.13% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 138,820 | 12,567 | 0.35% | 0.31% | 549 | +12,060 | 9.51% | Q1 2026 | May 04, 2026 |
| MidFirst Bank | History | Added to | 137,843 | 12,478 | 1.03% | 0.94% | 550 | +6,472 | 4.93% | Q1 2026 | May 15, 2026 |
| JSF Financial, LLC | History | Added to | 137,649 | 12,461 | 2.44% | 0.89% | 551 | +89,594 | 186.44% | Q1 2026 | May 07, 2026 |
| Urban Financial Advisory Corp | History | Added to | 135,539 | 12,270 | 4.34% | 4.16% | 552 | +17,190 | 14.52% | Q1 2026 | May 08, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 133,991 | 12,130 | 6.02% | 6.36% | 553 | -8,009 | -5.64% | Q1 2026 | Apr 23, 2026 |
| Planned Solutions, Inc. | History | Added to | 133,736 | 12,107 | 3.96% | 3.69% | 554 | +5,224 | 4.06% | Q1 2026 | Apr 09, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 132,871 | 12,029 | 0.37% | 0.35% | 555 | -1,870 | -1.39% | Q1 2026 | Apr 24, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 132,803 | 12,022 | 4.85% | 4.51% | 556 | +8,357 | 6.72% | Q1 2026 | Apr 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 132,074 | 11,957 | 0.97% | 1.67% | 557 | -107,700 | -44.92% | Q1 2026 | Apr 28, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 131,837 | 11,935 | 3.53% | 3.51% | 558 | -573 | -0.43% | Q1 2026 | Apr 02, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 131,629 | 11,916 | 8.29% | 8.35% | 560 | +30,993 | 30.8% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 131,630 | 11,916 | 0.19% | 0.27% | 559 | -25,638 | -16.3% | Q1 2026 | May 18, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 131,508 | 11,905 | 4.67% | 4.65% | 561 | -2,236 | -1.67% | Q1 2026 | May 12, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 130,642 | 11,827 | 4.22% | 4.27% | 562 | -2,236 | -1.68% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Reduced | 123,184 | 11,741 | 0.33% | 0.33% | 563 | -268 | -0.22% | Q1 2026 | Apr 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 132,758 | 11,657 | 0.36% | 0.31% | 564 | +17,603 | 15.29% | Q1 2026 | May 11, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 128,356 | 11,620 | 2.98% | 3.18% | 565 | -24,304 | -15.92% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 128,165 | 11,602 | 1.1% | 1.05% | 566 | +5,346 | 4.35% | Q1 2026 | May 04, 2026 |
| Omega Financial Group, LLC | History | Added to | 127,796 | 11,569 | 3.76% | 3.71% | 567 | +1,806 | 1.43% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 127,787 | 11,568 | 0.22% | 0.21% | 568 | +6,519 | 5.38% | Q1 2026 | Apr 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 126,253 | 11,429 | 1.59% | 1.63% | 569 | -4,921 | -3.75% | Q1 2026 | Apr 24, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 126,113 | 11,417 | 0.11% | 0.07% | 570 | +45,410 | 56.27% | Q1 2026 | May 14, 2026 |
| Hardy Reed LLC | History | Reduced | 125,739 | 11,383 | 0.83% | 0.8% | 571 | -88 | -0.07% | Q1 2026 | Apr 28, 2026 |
| Apollon Financial, LLC | History | Added to | 125,121 | 11,327 | 1.57% | 1.45% | 572 | +13,158 | 11.75% | Q1 2026 | Apr 22, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 124,498 | 11,277 | 2.05% | 1.96% | 573 | -352 | -0.28% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Added to | 123,913 | 11,217 | 0.19% | 0.19% | 574 | +904 | 0.73% | Q1 2026 | Apr 07, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 123,833 | 11,210 | 1.83% | 1.72% | 575 | +9,620 | 8.42% | Q1 2026 | May 14, 2026 |
| Mechanics Financial Corp | History | Added to | 123,247 | 11,157 | 4.67% | 3.8% | 576 | +8,078 | 7.01% | Q1 2026 | May 06, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 123,205 | 11,153 | 1.46% | 2.42% | 577 | -95,093 | -43.56% | Q1 2026 | May 08, 2026 |
| Field & Main Bank | History | New | 122,869 | 11,123 | 3.24% | — | 578 | +122,869 | New | Q1 2026 | Apr 10, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 122,429 | 11,083 | 0.22% | 0.29% | 579 | -35,577 | -22.52% | Q1 2026 | May 14, 2026 |
| Macco Financial Group, Inc. | History | Added to | 120,188 | 10,880 | 8.24% | 8.03% | 580 | +15,711 | 15.04% | Q1 2026 | Apr 23, 2026 |
| BSW Wealth Partners | History | Reduced | 119,858 | 10,850 | 1.32% | 1.35% | 581 | -5,764 | -4.59% | Q1 2026 | Apr 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 119,721 | 10,838 | 1.15% | 0.01% | 582 | +118,432 | 9187.9% | Q1 2026 | Apr 20, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 113,630 | 10,830 | 1.3% | 1.26% | 583 | +5,731 | 5.31% | Q1 2026 | Apr 22, 2026 |
| Stokes Family Office, LLC | History | Reduced | 119,175 | 10,788 | 1.11% | 0.98% | 584 | -903 | -0.75% | Q1 2026 | May 11, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 119,074 | 10,779 | 9.37% | 9.24% | 585 | +1,970 | 1.68% | Q1 2026 | Apr 21, 2026 |
| Life Planning Partners, Inc | History | Reduced | 118,985 | 10,771 | 8.22% | 8.16% | 586 | -70 | -0.06% | Q1 2026 | Apr 28, 2026 |
| CONNING INC. | History | No change | 118,845 | 10,759 | 0.36% | 0.36% | 587 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 118,788 | 10,753 | 1.59% | 1.61% | 588 | -92,195 | -43.7% | Q1 2026 | Apr 24, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 118,234 | 10,703 | 2.51% | 2.52% | 589 | +875 | 0.75% | Q1 2026 | May 07, 2026 |
| Canopy Partners, LLC | History | Reduced | 117,764 | 10,661 | 3.66% | 3.49% | 590 | -1,997 | -1.67% | Q1 2026 | May 11, 2026 |
| ArchPoint Investors | History | No change | 117,752 | 10,660 | 2.54% | 2.5% | 591 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 117,641 | 10,650 | 9.23% | 9.08% | 592 | +3,072 | 2.68% | Q1 2026 | Apr 23, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 112,241 | 10,624 | 2.21% | 2.3% | 593 | -643 | -0.57% | Q1 2026 | May 04, 2026 |
| Smith Salley Wealth Management | History | Added to | 116,782 | 10,572 | 0.53% | 0.5% | 594 | +4,369 | 3.89% | Q1 2026 | Apr 16, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 116,587 | 10,554 | 1.02% | 1.06% | 595 | -1,768 | -1.49% | Q1 2026 | Apr 20, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 116,277 | 10,526 | 1.59% | 1.65% | 596 | -2,791 | -2.34% | Q1 2026 | Apr 22, 2026 |
| Ascent Group, LLC | History | Reduced | 116,191 | 10,518 | 0.36% | 0.36% | 597 | -2,739 | -2.3% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 116,143 | 10,515 | 1.61% | 0.04% | 598 | +113,688 | 4630.88% | Q1 2026 | May 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 116,100 | 10,510 | 1.04% | 0.07% | 599 | +109,955 | 1789.34% | Q1 2026 | Apr 06, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 115,797 | 10,483 | 3.53% | 3.53% | 600 | -3,112 | -2.62% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 115,633 | 10,468 | 0.35% | 0.22% | 601 | +2,317 | 2.04% | Q1 2026 | Apr 23, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 115,583 | 10,463 | 6.13% | 5.91% | 602 | +876 | 0.76% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 115,450 | 10,451 | 0.1% | 0.11% | 603 | +990 | 0.86% | Q1 2026 | Apr 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 114,778 | 10,390 | 0.46% | 0.42% | 604 | +9,501 | 9.02% | Q1 2026 | May 05, 2026 |
| Widmann Financial Services, Inc. | History | Reduced | 114,493 | 10,365 | 6.16% | 6.27% | 605 | -138 | -0.12% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 114,080 | 10,327 | 0.63% | 0.63% | 606 | -339 | -0.3% | Q1 2026 | May 04, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 113,280 | 10,255 | 2.39% | 3.2% | 607 | -33,414 | -22.78% | Q1 2026 | Apr 24, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 113,250 | 10,252 | 1.51% | 1.94% | 608 | -4,494 | -3.82% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 113,195 | 10,247 | 0.65% | 0.69% | 609 | -2,198 | -1.9% | Q1 2026 | May 15, 2026 |
| ICONIQ Capital, LLC | History | No change | 113,075 | 10,236 | 0.23% | 0.15% | 610 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 112,782 | 10,210 | 2.82% | 2.77% | 611 | +1,318 | 1.18% | Q1 2026 | Apr 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 112,158 | 10,153 | 6.0% | 4.31% | 612 | +26,525 | 30.98% | Q1 2026 | Apr 07, 2026 |
| Abound Wealth Management | History | Reduced | 111,972 | 10,136 | 2.3% | 2.36% | 613 | -477 | -0.42% | Q1 2026 | Apr 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 108,405 | 9,963 | 0.17% | 0.19% | 614 | -7,652 | -6.59% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | Added to | 109,917 | 9,950 | 0.04% | 0.0% | 615 | +107,544 | 4531.98% | Q1 2026 | May 04, 2026 |
| FULTON BANK, N.A. | History | Added to | 109,781 | 9,938 | 0.35% | 0.29% | 616 | +17,225 | 18.61% | Q1 2026 | Apr 24, 2026 |
| Family Capital Trust Co | History | Reduced | 109,604 | 9,922 | 3.59% | 3.22% | 617 | -758 | -0.69% | Q1 2026 | Apr 29, 2026 |
| May Hill Capital, LLC | History | Added to | 109,448 | 9,908 | 2.49% | 1.45% | 618 | +49,236 | 81.77% | Q1 2026 | May 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 109,406 | 9,904 | 0.26% | 0.26% | 619 | -3,184 | -2.83% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 109,337 | 9,898 | 0.95% | 0.95% | 620 | +2,987 | 2.81% | Q1 2026 | Apr 22, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 109,325 | 9,897 | 1.29% | 1.29% | 621 | -515 | -0.47% | Q1 2026 | Apr 28, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 110,155 | 9,892 | 1.31% | 1.09% | 622 | +19,695 | 21.77% | Q1 2026 | Apr 30, 2026 |
| Park Place Capital Corp | History | Added to | 109,189 | 9,884 | 1.98% | 1.43% | 623 | +32,169 | 41.77% | Q1 2026 | Apr 09, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 108,795 | 9,849 | 7.14% | 6.81% | 624 | +6,281 | 6.13% | Q1 2026 | Apr 09, 2026 |
| SYM FINANCIAL Corp | History | No change | 108,241 | 9,799 | 0.98% | 0.99% | 625 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 107,958 | 9,773 | 0.3% | 0.29% | 626 | -365 | -0.34% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 102,403 | 9,752 | 0.22% | 0.23% | 627 | +1,731 | 1.72% | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 107,544 | 9,735 | 0.33% | 0.33% | 628 | +1,310 | 1.23% | Q1 2026 | May 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 107,518 | 9,733 | 0.07% | 0.06% | 629 | +15,810 | 17.24% | Q1 2026 | May 15, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 107,447 | 9,727 | 1.12% | 0.18% | 630 | +89,481 | 498.06% | Q1 2026 | Apr 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 107,274 | 9,711 | 0.5% | 0.49% | 631 | +2,536 | 2.42% | Q1 2026 | Apr 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 106,088 | 9,604 | 0.11% | 0.13% | 632 | -24,997 | -19.07% | Q1 2026 | May 05, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 106,041 | 9,599 | 1.59% | 1.61% | 633 | +744 | 0.71% | Q1 2026 | May 08, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 105,923 | 9,589 | 2.01% | 2.08% | 634 | +1,251 | 1.2% | Q1 2026 | Apr 30, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 104,883 | 9,495 | 0.8% | 0.75% | 635 | +1,312 | 1.27% | Q1 2026 | Apr 21, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 104,499 | 9,460 | 0.66% | 0.76% | 636 | -12,986 | -11.05% | Q1 2026 | May 12, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 96,963 | 9,434 | 0.93% | 1.09% | 637 | +5,210 | 5.68% | Q1 2026 | May 12, 2026 |
| Aspen Investment Management Inc | History | Added to | 103,955 | 9,411 | 2.88% | 2.76% | 638 | +1,487 | 1.45% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 103,738 | 9,391 | 0.3% | 0.45% | 639 | -45,995 | -30.72% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 102,602 | 9,288 | 0.36% | 0.36% | 640 | -290 | -0.28% | Q1 2026 | Apr 10, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 102,007 | 9,234 | 3.0% | 2.27% | 641 | +22,610 | 28.48% | Q1 2026 | Apr 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 101,688 | 9,205 | 0.59% | 0.62% | 642 | -7,090 | -6.52% | Q1 2026 | Apr 14, 2026 |
| Invesco Ltd. | History | Reduced | 101,553 | 9,193 | 0.0% | 0.0% | 643 | -18,477 | -15.39% | Q1 2026 | May 12, 2026 |
| SWMG, LLC | History | Reduced | 101,308 | 9,171 | 2.62% | 2.89% | 644 | -7,592 | -6.97% | Q1 2026 | Apr 24, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 101,151 | 9,157 | 4.9% | 4.81% | 645 | -1,027 | -1.01% | Q1 2026 | Apr 27, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 99,057 | 8,967 | 2.81% | 2.73% | 646 | +703 | 0.71% | Q1 2026 | Apr 06, 2026 |
| Caldwell Trust Co | History | Added to | 97,964 | 8,868 | 0.79% | 0.67% | 647 | +13,696 | 16.25% | Q1 2026 | Apr 22, 2026 |
| MSH Capital Advisors LLC | History | Added to | 97,828 | 8,856 | 1.87% | 1.59% | 648 | +14,651 | 17.61% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Added to | 97,343 | 8,812 | 0.17% | 0.15% | 649 | +11,097 | 12.87% | Q1 2026 | Apr 17, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 97,292 | 8,807 | 5.35% | 5.95% | 650 | +136 | 0.14% | Q1 2026 | May 11, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 97,002 | 8,781 | 1.56% | 1.56% | 651 | +2,871 | 3.05% | Q1 2026 | Apr 22, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 96,634 | 8,748 | 0.24% | 0.24% | 652 | +272 | 0.28% | Q1 2026 | May 14, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 96,237 | 8,712 | 0.89% | 0.89% | 653 | -2,536 | -2.57% | Q1 2026 | May 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 95,294 | 8,626 | 0.03% | 0.03% | 654 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 95,189 | 8,617 | 1.63% | 1.62% | 655 | +4,132 | 4.54% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 94,077 | 8,516 | 0.56% | 0.5% | 656 | +7,882 | 9.14% | Q1 2026 | Apr 28, 2026 |
| MONEYWISE, INC. | History | Reduced | 93,611 | 8,474 | 3.7% | 4.29% | 657 | -21,682 | -18.81% | Q1 2026 | Apr 27, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 93,515 | 8,466 | 4.07% | 4.15% | 658 | -1,804 | -1.89% | Q1 2026 | Apr 22, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 93,486 | 8,463 | 7.58% | 6.71% | 659 | +11,962 | 14.67% | Q1 2026 | May 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 93,460 | 8,458 | 2.05% | 1.12% | 660 | +38,049 | 68.67% | Q1 2026 | Apr 17, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 93,106 | 8,428 | 0.37% | 0.35% | 661 | +808 | 0.88% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 93,090 | 8,427 | 0.66% | 0.64% | 662 | -2,607 | -2.72% | Q1 2026 | Apr 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 92,951 | 8,414 | 0.85% | 0.81% | 663 | +3,604 | 4.03% | Q1 2026 | Apr 30, 2026 |
| VestGen Advisors, LLC | History | Added to | 86,914 | 8,388 | 0.22% | 0.26% | 664 | +18,044 | 26.2% | Q1 2026 | May 14, 2026 |
| Red Tortoise LLC | History | Reduced | 92,305 | 8,356 | 3.48% | 3.62% | 665 | -3,085 | -3.23% | Q1 2026 | Apr 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | New | 92,181 | 8,345 | 0.66% | — | 666 | +92,181 | New | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 91,609 | 8,292 | 0.15% | 0.15% | 667 | +1,941 | 2.16% | Q1 2026 | May 11, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 91,552 | 8,288 | 2.21% | 2.14% | 668 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 91,381 | 8,272 | 1.2% | 1.08% | 669 | +7,489 | 8.93% | Q1 2026 | May 13, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 89,744 | 8,124 | 2.37% | 2.37% | 670 | -774 | -0.86% | Q1 2026 | May 01, 2026 |
| Hickory Point Bank & Trust | History | No change | 89,165 | 8,072 | 5.33% | 5.79% | 671 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 82,751 | 7,987 | 4.69% | 4.95% | 672 | -369 | -0.44% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 88,199 | 7,984 | 0.01% | 0.01% | 673 | -264 | -0.3% | Q1 2026 | May 06, 2026 |
| Custos Family Office, LLC | History | No change | 89,240 | 7,983 | 5.45% | 5.45% | 674 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 87,493 | 7,920 | 0.05% | 0.05% | 675 | -4,962 | -5.37% | Q1 2026 | May 05, 2026 |
| Madrid Financial Services | History | New | 87,352 | 7,907 | 4.67% | — | 676 | +87,352 | New | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 86,780 | 7,856 | 0.95% | 0.94% | 677 | -92 | -0.11% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 86,645 | 7,843 | 0.18% | 0.17% | 678 | +8,397 | 10.73% | Q1 2026 | May 15, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 85,950 | 7,781 | 4.1% | 3.97% | 679 | -1,464 | -1.67% | Q1 2026 | Apr 28, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 81,937 | 7,777 | 7.3% | 7.62% | 680 | +1,661 | 2.07% | Q1 2026 | Apr 27, 2026 |
| EWA, LLC | History | Added to | 85,847 | 7,771 | 1.76% | 1.15% | 681 | +33,147 | 62.9% | Q1 2026 | Apr 23, 2026 |
| WESBANCO BANK INC | History | Added to | 85,221 | 7,715 | 0.21% | 0.13% | 682 | +31,924 | 59.9% | Q1 2026 | Apr 21, 2026 |
| King Wealth Management Group | History | Added to | 84,670 | 7,665 | 0.96% | 0.89% | 683 | +2,049 | 2.48% | Q1 2026 | May 04, 2026 |
| Strive Financial Group ,LLC | History | Added to | 84,656 | 7,664 | 4.06% | 3.32% | 684 | +14,522 | 20.71% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 84,497 | 7,649 | 0.06% | 0.06% | 685 | +2,487 | 3.03% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 84,081 | 7,611 | 0.03% | 0.03% | 686 | -1,175 | -1.38% | Q1 2026 | May 07, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 84,919 | 7,597 | 2.02% | 2.02% | 687 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 83,885 | 7,594 | 0.3% | 0.1% | 688 | +74,122 | 759.21% | Q1 2026 | May 15, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 83,713 | 7,578 | 1.35% | 1.4% | 689 | +127 | 0.15% | Q1 2026 | May 01, 2026 |
| Auour Investments LLC | History | Added to | 82,829 | 7,498 | 2.36% | 2.35% | 690 | +324 | 0.39% | Q1 2026 | Apr 20, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 82,761 | 7,492 | 2.99% | 2.61% | 691 | +10,249 | 14.13% | Q1 2026 | Apr 29, 2026 |
| Roundview Capital LLC | History | Added to | 82,474 | 7,466 | 0.47% | 0.42% | 692 | +5,312 | 6.88% | Q1 2026 | May 08, 2026 |
| Argent Trust Co | History | Added to | 82,288 | 7,449 | 0.25% | 0.22% | 693 | +11,727 | 16.62% | Q1 2026 | May 13, 2026 |
| Vericrest Private Wealth | History | Added to | 82,224 | 7,443 | 6.68% | 6.06% | 694 | +6,024 | 7.91% | Q1 2026 | May 06, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 81,648 | 7,391 | 0.25% | 0.21% | 695 | +15,553 | 23.53% | Q1 2026 | Apr 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 81,506 | 7,378 | 0.44% | 0.09% | 696 | +64,266 | 372.77% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 81,145 | 7,346 | 0.42% | 0.41% | 697 | +1,683 | 2.12% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 80,961 | 7,329 | 0.01% | 0.01% | 698 | +29,102 | 56.12% | Q1 2026 | May 14, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 80,937 | 7,327 | 2.19% | 1.99% | 699 | +5,972 | 7.97% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 80,539 | 7,291 | 0.11% | 0.1% | 700 | +28,055 | 53.45% | Q1 2026 | May 15, 2026 |
| INSIGHT 2811, INC. | History | Added to | 80,416 | 7,280 | 3.04% | 3.12% | 701 | +1,420 | 1.8% | Q1 2026 | May 07, 2026 |
| Saiph Capital, LLC | History | New | 79,976 | 7,240 | 2.74% | — | 702 | +79,976 | New | Q1 2026 | May 12, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 79,407 | 7,188 | 1.41% | 1.48% | 703 | -4,250 | -5.08% | Q1 2026 | May 11, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 79,143 | 7,164 | 1.0% | 0.98% | 704 | +29 | 0.04% | Q1 2026 | Apr 13, 2026 |
| BG Investment Services, LLC | History | Reduced | 78,998 | 7,151 | 5.94% | 6.45% | 705 | -1,889 | -2.34% | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 79,723 | 7,132 | 0.47% | 0.47% | 706 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 78,042 | 7,065 | 1.48% | 2.03% | 707 | +3,598 | 4.83% | Q1 2026 | Apr 22, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 77,937 | 7,055 | 6.34% | 4.3% | 708 | +27,806 | 55.47% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 77,422 | 7,009 | 0.26% | 0.25% | 709 | +1,278 | 1.68% | Q1 2026 | Apr 28, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 76,661 | 6,940 | 0.8% | 0.49% | 710 | +32,495 | 73.57% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 75,549 | 6,839 | 0.38% | 0.33% | 711 | +5,921 | 8.5% | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | Added to | 75,521 | 6,836 | 0.38% | 0.29% | 712 | +15,404 | 25.62% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 74,997 | 6,789 | 0.61% | 0.57% | 713 | +1,969 | 2.7% | Q1 2026 | Apr 30, 2026 |
| Avion Wealth | History | Reduced | 74,897 | 6,780 | 1.4% | 1.51% | 714 | -5,320 | -6.63% | Q1 2026 | May 01, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 74,845 | 6,775 | 0.5% | 0.54% | 715 | -10,711 | -12.52% | Q1 2026 | Apr 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 74,664 | 6,759 | 0.09% | 0.09% | 716 | +7,513 | 11.19% | Q1 2026 | May 12, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 74,086 | 6,707 | 2.48% | 2.28% | 717 | +1,756 | 2.43% | Q1 2026 | Apr 09, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 74,078 | 6,706 | 2.11% | 2.0% | 718 | +1,983 | 2.75% | Q1 2026 | Apr 16, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 85,352 | 6,681 | 2.11% | 1.55% | 719 | -8,109 | -8.68% | Q1 2026 | Apr 23, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 73,730 | 6,674 | 1.85% | 1.99% | 720 | +3,262 | 4.63% | Q1 2026 | Apr 09, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 73,509 | 6,654 | 4.31% | 3.91% | 721 | +2,631 | 3.71% | Q1 2026 | Apr 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 73,485 | 6,652 | 0.02% | 0.02% | 722 | +285 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Coral Wealth Management, LLC | History | New | 73,436 | 6,648 | 7.43% | — | 723 | +73,436 | New | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Reduced | 73,018 | 6,610 | 0.6% | 0.68% | 724 | -6,622 | -8.31% | Q1 2026 | May 06, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 72,934 | 6,602 | 2.19% | 2.52% | 725 | -13,969 | -16.07% | Q1 2026 | May 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 72,186 | 6,534 | 2.36% | 2.29% | 726 | -3,456 | -4.57% | Q1 2026 | Apr 10, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 67,002 | 6,531 | 0.45% | 0.48% | 727 | -5,818 | -7.99% | Q1 2026 | Apr 29, 2026 |
| Wealth Analytics Partners, LLC | History | Added to | 71,944 | 6,513 | 2.65% | 2.29% | 728 | +6,786 | 10.41% | Q1 2026 | May 15, 2026 |
| LTG Capital LLC | History | Added to | 71,858 | 6,505 | 4.97% | 4.95% | 729 | +925 | 1.3% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 71,769 | 6,497 | 0.24% | 0.27% | 730 | +6,437 | 9.85% | Q1 2026 | May 19, 2026 |
| Alliance Private Wealth, LLC | History | Reduced | 71,695 | 6,490 | 2.33% | 2.37% | 731 | -263 | -0.37% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 71,185 | 6,444 | 0.21% | 0.2% | 732 | +2,020 | 2.92% | Q1 2026 | May 14, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 71,011 | 6,428 | 6.35% | 2.4% | 734 | +38,847 | 120.78% | Q1 2026 | May 12, 2026 |
| Eagle Strategies LLC | History | Added to | 71,007 | 6,428 | 0.77% | 0.78% | 733 | +2,607 | 3.81% | Q1 2026 | Apr 20, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 70,855 | 6,414 | 0.61% | 0.6% | 735 | -880 | -1.23% | Q1 2026 | Apr 16, 2026 |
| PKS Advisory Services, LLC | History | Added to | 70,671 | 6,402 | 1.49% | 1.42% | 736 | +847 | 1.21% | Q1 2026 | May 13, 2026 |
| Busey Bank | History | Added to | 70,573 | 6,388 | 0.17% | 0.16% | 737 | +3,222 | 4.78% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Added to | 70,496 | 6,382 | 2.05% | 1.73% | 738 | +749 | 1.07% | Q1 2026 | May 06, 2026 |
| Stephens Consulting, LLC | History | No change | 71,189 | 6,368 | 2.06% | 2.06% | 739 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 70,091 | 6,345 | 0.87% | 0.87% | 740 | +401 | 0.58% | Q1 2026 | Apr 23, 2026 |
| Brio Consultants, LLC | History | Reduced | 66,085 | 6,306 | 0.77% | 0.83% | 741 | -5,064 | -7.12% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 69,590 | 6,299 | 0.24% | 0.24% | 742 | -3,200 | -4.4% | Q1 2026 | May 12, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 69,552 | 6,296 | 1.5% | 1.44% | 743 | -229 | -0.33% | Q1 2026 | Apr 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 69,429 | 6,285 | 0.0% | 0.0% | 744 | -1,535 | -2.16% | Q1 2026 | May 06, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 69,155 | 6,260 | 0.1% | 0.1% | 745 | -7,981 | -10.35% | Q1 2026 | May 15, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 69,078 | 6,253 | 2.67% | 1.84% | 746 | +18,393 | 36.29% | Q1 2026 | May 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 68,906 | 6,238 | 0.59% | 0.57% | 747 | +2,561 | 3.86% | Q1 2026 | Apr 09, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 68,775 | 6,226 | 0.24% | 0.25% | 748 | +325 | 0.47% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 68,767 | 6,225 | 0.48% | 0.46% | 749 | -144 | -0.21% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 68,640 | 6,213 | 0.27% | 0.25% | 750 | +6,376 | 10.24% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 68,321 | 6,185 | 0.34% | 0.37% | 751 | -2,807 | -3.95% | Q1 2026 | May 11, 2026 |
| Center For Asset Management LLC | History | Added to | 68,148 | 6,169 | 3.06% | 2.82% | 752 | +7,796 | 12.92% | Q1 2026 | Apr 16, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 63,548 | 6,166 | 2.45% | 2.53% | 753 | -4,411 | -6.49% | Q1 2026 | Apr 27, 2026 |
| Clayton Financial Group LLC | History | Reduced | 67,898 | 6,146 | 3.16% | 3.2% | 754 | -2,269 | -3.23% | Q1 2026 | Apr 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 67,885 | 6,145 | 0.15% | 0.14% | 755 | +5,534 | 8.88% | Q1 2026 | Apr 29, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 67,604 | 6,120 | 0.8% | 0.88% | 756 | +1,209 | 1.82% | Q1 2026 | Apr 28, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 67,566 | 6,116 | 1.86% | 2.06% | 757 | +206 | 0.31% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Reduced | 67,412 | 6,102 | 0.28% | 0.29% | 758 | -5,072 | -7.0% | Q1 2026 | May 05, 2026 |
| HEADINVEST, LLC | History | Added to | 67,268 | 6,089 | 1.25% | 0.55% | 759 | +36,213 | 116.61% | Q1 2026 | May 15, 2026 |
| TAGStone Capital, Inc. | History | Added to | 66,918 | 6,058 | 2.14% | 2.21% | 760 | +451 | 0.68% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 67,576 | 6,045 | 0.0% | 0.0% | 761 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ducere Wealth Management LLC | History | Added to | 66,721 | 6,040 | 2.4% | 2.13% | 762 | +5,070 | 8.22% | Q1 2026 | May 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 66,534 | 6,023 | 0.57% | 0.58% | 763 | -514 | -0.77% | Q1 2026 | May 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 66,484 | 6,018 | 0.64% | 0.65% | 764 | -406 | -0.61% | Q1 2026 | May 06, 2026 |
| Sequent Planning LLC | History | Added to | 66,342 | 6,005 | 1.45% | 1.24% | 765 | +11,982 | 22.04% | Q1 2026 | Apr 21, 2026 |
| Brooklyn Investment Group | History | Added to | 66,200 | 5,993 | 0.19% | 0.24% | 766 | +7,893 | 13.54% | Q1 2026 | Apr 29, 2026 |
| ADE, LLC | History | Added to | 65,376 | 5,918 | 2.84% | 2.81% | 767 | +580 | 0.9% | Q1 2026 | May 14, 2026 |
| Bowman & Co S.C. | History | No change | 66,135 | 5,916 | 2.49% | 2.49% | 768 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 65,289 | 5,910 | 0.06% | 0.08% | 769 | -4,160 | -5.99% | Q1 2026 | May 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 65,267 | 5,908 | 0.91% | 0.99% | 770 | -428 | -0.65% | Q1 2026 | May 04, 2026 |
| Westfuller Advisors, LLC | History | Added to | 64,948 | 5,879 | 2.54% | 2.22% | 771 | +3,614 | 5.89% | Q1 2026 | Apr 28, 2026 |
| Snider Financial Group | History | Added to | 64,858 | 5,871 | 1.77% | 0.68% | 772 | +36,333 | 127.37% | Q1 2026 | Apr 15, 2026 |
| TFB Advisors LLC | History | Reduced | 64,633 | 5,851 | 3.06% | 2.1% | 773 | -19,236 | -22.94% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 64,258 | 5,817 | 0.35% | 0.35% | 774 | +2,940 | 4.79% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 64,101 | 5,805 | 0.09% | 0.09% | 775 | +85 | 0.13% | Q1 2026 | Apr 14, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 63,416 | 5,741 | 1.1% | 1.28% | 777 | -12,144 | -16.07% | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | Added to | 63,417 | 5,741 | 0.21% | 0.2% | 776 | +4,055 | 6.83% | Q1 2026 | May 13, 2026 |
| One Degree Advisors Inc | History | Added to | 63,101 | 5,712 | 1.5% | 1.5% | 778 | +2,096 | 3.44% | Q1 2026 | May 01, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 63,035 | 5,706 | 0.54% | 0.36% | 779 | +22,325 | 54.84% | Q1 2026 | May 15, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 62,980 | 5,702 | 3.12% | 5.54% | 780 | -50,674 | -44.59% | Q1 2026 | May 07, 2026 |
| SoundView Advisors Inc. | History | Reduced | 62,582 | 5,665 | 2.02% | 2.0% | 781 | -1,495 | -2.33% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 62,516 | 5,659 | 0.17% | 0.18% | 782 | +6,830 | 12.27% | Q1 2026 | May 15, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 62,490 | 5,657 | 0.67% | 0.66% | 783 | -1,658 | -2.58% | Q1 2026 | Apr 21, 2026 |
| SELDON CAPITAL LP | History | No change | 62,425 | 5,651 | 2.08% | 1.93% | 784 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 62,239 | 5,634 | 0.0% | 0.0% | 785 | -197,007 | -75.99% | Q1 2026 | May 15, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 62,073 | 5,619 | 3.22% | 3.29% | 786 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 61,957 | 5,608 | 0.38% | 0.39% | 787 | -1,387 | -2.19% | Q1 2026 | Apr 29, 2026 |
| Charles Schwab Trust Co | History | Reduced | 61,649 | 5,581 | 0.36% | 0.42% | 788 | -9,206 | -12.99% | Q1 2026 | Apr 10, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Reduced | 61,631 | 5,579 | 1.2% | 1.37% | 789 | -5,850 | -8.67% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 61,553 | 5,572 | 0.71% | 1.11% | 790 | -39,497 | -39.09% | Q1 2026 | Apr 07, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 61,408 | 5,559 | 4.93% | 4.48% | 791 | +292 | 0.48% | Q1 2026 | May 12, 2026 |
| Fiduciary Group, LLC | History | Added to | 61,253 | 5,545 | 0.47% | 0.46% | 792 | +123 | 0.2% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Added to | 61,186 | 5,539 | 0.26% | 0.25% | 793 | +1,300 | 2.17% | Q1 2026 | Apr 27, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 60,903 | 5,513 | 1.96% | 1.93% | 794 | -840 | -1.36% | Q1 2026 | May 05, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 60,727 | 5,497 | 3.53% | 3.26% | 795 | +5,487 | 9.93% | Q1 2026 | May 04, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 60,586 | 5,484 | 0.3% | 0.28% | 796 | +75 | 0.12% | Q1 2026 | May 15, 2026 |
| Segment Wealth Management, LLC | History | Added to | 60,493 | 5,476 | 0.32% | 0.3% | 797 | +3,363 | 5.89% | Q1 2026 | Apr 20, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 60,139 | 5,444 | 0.01% | 0.0% | 798 | +24,291 | 67.76% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 61,942 | 5,431 | 0.34% | 0.32% | 799 | -16,365 | -20.9% | Q1 2026 | Apr 24, 2026 |
| Fisher Asset Management, LLC | History | Added to | 59,983 | 5,430 | 0.0% | 0.0% | 800 | +43,995 | 275.18% | Q1 2026 | May 05, 2026 |
| TritonPoint Partners, LLC | History | Added to | 59,910 | 5,423 | 2.0% | 2.66% | 801 | +4,302 | 7.74% | Q1 2026 | Apr 28, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 59,876 | 5,420 | 2.19% | 2.1% | 802 | +436 | 0.73% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 58,913 | 5,402 | 0.02% | 0.03% | 803 | +2,707 | 4.82% | Q1 2026 | May 12, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 59,459 | 5,382 | 5.68% | 5.77% | 804 | +522 | 0.89% | Q1 2026 | May 07, 2026 |
| Up Capital Management, Inc. | History | New | 59,358 | 5,373 | 6.03% | — | 805 | +59,358 | New | Q1 2026 | Apr 20, 2026 |
| Ellevest, Inc. | History | Reduced | 59,041 | 5,344 | 0.74% | 0.74% | 806 | -691 | -1.16% | Q1 2026 | May 11, 2026 |
| PCM Encore, LLC | History | Reduced | 58,988 | 5,340 | 1.1% | 1.12% | 807 | -80 | -0.14% | Q1 2026 | May 12, 2026 |
| Portside Wealth Group, LLC | History | New | 58,953 | 5,337 | 0.72% | — | 808 | +58,953 | New | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 58,814 | 5,324 | 0.43% | 0.37% | 809 | +4,703 | 8.69% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 58,485 | 5,294 | 0.06% | 0.07% | 810 | +2,992 | 5.39% | Q1 2026 | Apr 23, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 58,426 | 5,289 | 1.77% | 1.45% | 811 | +2,585 | 4.63% | Q1 2026 | Apr 29, 2026 |
| Renasant Bank | History | Added to | 58,241 | 5,272 | 3.73% | 1.89% | 812 | +27,029 | 86.6% | Q1 2026 | Apr 29, 2026 |
| GGM Financial LLC | History | Added to | 58,174 | 5,266 | 2.42% | 1.8% | 813 | +16,773 | 40.51% | Q1 2026 | May 11, 2026 |
| Allie Family Office LLC | History | Added to | 57,931 | 5,262 | 2.3% | 2.1% | 814 | +7,608 | 15.12% | Q1 2026 | May 13, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 58,035 | 5,253 | 1.85% | 0.93% | 815 | +7,441 | 14.71% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | Added to | 57,658 | 5,219 | 0.34% | 0.31% | 816 | +5,225 | 9.97% | Q1 2026 | Apr 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 57,096 | 5,168 | 0.16% | 0.13% | 817 | +10,096 | 21.48% | Q1 2026 | Apr 24, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 57,049 | 5,164 | 0.86% | 0.76% | 818 | +6,387 | 12.61% | Q1 2026 | Apr 08, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 57,022 | 5,162 | 3.83% | 3.87% | 820 | -498 | -0.87% | Q1 2026 | Apr 20, 2026 |
| Traveka Wealth, LLC | History | Added to | 57,023 | 5,162 | 1.97% | 2.07% | 819 | +302 | 0.53% | Q1 2026 | Apr 22, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 56,473 | 5,112 | 0.08% | 0.07% | 821 | +3,645 | 6.9% | Q1 2026 | Apr 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 56,246 | 5,091 | 0.06% | 0.05% | 822 | +7,969 | 16.51% | Q1 2026 | May 01, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 56,212 | 5,088 | 0.12% | 0.11% | 823 | +3,198 | 6.03% | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 55,837 | 5,054 | 0.06% | 0.06% | 824 | -7,490 | -11.83% | Q1 2026 | Apr 20, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 55,734 | 5,045 | 4.36% | 4.23% | 825 | -322 | -0.57% | Q1 2026 | Apr 30, 2026 |
| Gold Investment Management Ltd. | History | Added to | 55,535 | 5,027 | 1.56% | 1.4% | 827 | +6,403 | 13.03% | Q1 2026 | Apr 22, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 55,442 | 5,027 | 0.63% | 0.69% | 826 | -4,273 | -7.16% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 55,349 | 5,010 | 0.31% | 0.32% | 828 | +156 | 0.28% | Q1 2026 | Apr 27, 2026 |
| AtlasMark Financial, Inc | History | No change | 55,471 | 4,962 | 3.2% | 3.2% | 829 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wright Wealth LLC | History | Added to | 54,742 | 4,955 | 3.31% | 3.16% | 830 | +569 | 1.05% | Q1 2026 | May 15, 2026 |
| Eley Financial Management, Inc | History | Added to | 54,607 | 4,943 | 1.78% | 1.71% | 831 | +1,475 | 2.78% | Q1 2026 | May 19, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 54,279 | 4,913 | 0.41% | 0.46% | 832 | -1,485 | -2.66% | Q1 2026 | Apr 20, 2026 |
| Prism Advisors, Inc. | History | Added to | 54,175 | 4,904 | 1.31% | 1.29% | 833 | +1 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 53,550 | 4,847 | 1.08% | 1.11% | 834 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pembroke Management, LTD | History | Reduced | 53,462 | 4,839 | 0.7% | 0.5% | 835 | -1,009 | -1.85% | Q1 2026 | May 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 53,077 | 4,805 | 0.67% | 0.67% | 836 | +288 | 0.55% | Q1 2026 | Apr 21, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 53,045 | 4,802 | 1.12% | 1.1% | 837 | -449 | -0.84% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Reduced | 52,783 | 4,795 | 0.14% | 0.17% | 838 | -11,898 | -18.39% | Q1 2026 | May 13, 2026 |
| FDx Advisors, Inc. | History | New | 52,782 | 4,778 | 1.53% | — | 839 | +52,782 | New | Q1 2026 | May 01, 2026 |
| Old Port Advisors | History | Added to | 52,766 | 4,776 | 1.1% | 1.13% | 840 | +1,529 | 2.98% | Q1 2026 | Apr 06, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 52,566 | 4,758 | 0.47% | 0.51% | 841 | -5,725 | -9.82% | Q1 2026 | May 14, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 52,510 | 4,753 | 2.86% | 2.58% | 842 | +6,806 | 14.89% | Q1 2026 | May 05, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 52,401 | 4,743 | 1.2% | — | 844 | +52,401 | New | Q1 2026 | May 04, 2026 |
| Adelphi Trust Co | History | Added to | 52,401 | 4,743 | 3.86% | 3.81% | 843 | +200 | 0.38% | Q1 2026 | Apr 01, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 52,380 | 4,741 | 1.94% | 2.13% | 845 | -3,959 | -7.03% | Q1 2026 | May 08, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 52,338 | 4,738 | 0.98% | 1.02% | 846 | +239 | 0.46% | Q1 2026 | May 12, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 52,161 | 4,722 | 0.85% | 0.47% | 847 | -216 | -0.41% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 52,100 | 4,716 | 0.0% | — | 848 | +52,100 | New | Q1 2026 | May 15, 2026 |
| Palisade Asset Management, LLC | History | Added to | 52,014 | 4,708 | 0.47% | 0.45% | 849 | +870 | 1.7% | Q1 2026 | Apr 14, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 51,941 | 4,702 | 0.66% | 0.69% | 850 | -3,468 | -6.26% | Q1 2026 | Apr 30, 2026 |
| Hofer & Associates. Inc | History | Added to | 51,477 | 4,660 | 2.5% | 2.38% | 851 | +1,345 | 2.68% | Q1 2026 | Apr 21, 2026 |
| Patten Group, Inc. | History | Added to | 51,413 | 4,654 | 0.81% | 0.84% | 852 | +736 | 1.45% | Q1 2026 | Apr 24, 2026 |
| Claro Advisors Inc. | History | Added to | 51,197 | 4,634 | 0.56% | 0.34% | 854 | +23,610 | 85.58% | Q1 2026 | Apr 21, 2026 |
| NorthRock Partners, LLC | History | Reduced | 51,195 | 4,634 | 0.07% | 0.08% | 853 | -3,947 | -7.16% | Q1 2026 | May 15, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 50,965 | 4,613 | 0.89% | 0.82% | 855 | +2,770 | 5.75% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 51,520 | 4,608 | 0.3% | 0.3% | 856 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 50,783 | 4,597 | 0.52% | 0.52% | 857 | -981 | -1.9% | Q1 2026 | May 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 50,663 | 4,586 | 0.14% | 0.03% | 858 | +39,460 | 352.23% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | Added to | 50,609 | 4,581 | 0.48% | 0.48% | 859 | +3,660 | 7.8% | Q1 2026 | Apr 29, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 50,585 | 4,579 | 3.18% | 2.96% | 860 | +2,158 | 4.46% | Q1 2026 | May 08, 2026 |
| Rinkey Investments | History | No change | 50,383 | 4,561 | 1.17% | 1.14% | 861 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 50,348 | 4,557 | 3.02% | 3.06% | 862 | +15 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Choate Investment Advisors | History | Added to | 50,291 | 4,552 | 0.09% | 0.08% | 863 | +5,820 | 13.09% | Q1 2026 | May 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 50,261 | 4,550 | 0.31% | 0.29% | 864 | +1,417 | 2.9% | Q1 2026 | May 06, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 50,114 | 4,536 | 1.92% | 1.9% | 865 | -26 | -0.05% | Q1 2026 | Apr 20, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 49,928 | 4,520 | 4.47% | 3.56% | 866 | +10,613 | 26.99% | Q1 2026 | Apr 03, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 49,721 | 4,501 | 0.13% | 0.15% | 867 | -4,137 | -7.68% | Q1 2026 | Apr 09, 2026 |
| Element Wealth, LLC | History | Added to | 49,651 | 4,494 | 1.85% | 1.74% | 868 | +2,445 | 5.18% | Q1 2026 | May 04, 2026 |
| Trust Point Inc. | History | Added to | 49,466 | 4,478 | 0.39% | 0.33% | 869 | +2,897 | 6.22% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | New | 49,462 | 4,477 | 0.34% | — | 870 | +49,462 | New | Q1 2026 | Apr 22, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 49,315 | 4,464 | 0.76% | 0.92% | 871 | -11,026 | -18.27% | Q1 2026 | Apr 28, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 49,185 | 4,453 | 0.6% | 0.56% | 872 | +14 | 0.03% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 49,157 | 4,450 | 0.44% | 0.36% | 873 | +9,482 | 23.9% | Q1 2026 | Apr 27, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 48,349 | 4,377 | 2.81% | 2.83% | 874 | -1,741 | -3.48% | Q1 2026 | Apr 22, 2026 |
| Rock Creek Group LLC | History | Reduced | 48,089 | 4,353 | 0.44% | 0.52% | 875 | -3,985 | -7.65% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 48,007 | 4,346 | 0.03% | 0.03% | 876 | -1,622 | -3.27% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Added to | 47,846 | 4,331 | 0.24% | 0.24% | 877 | +2,801 | 6.22% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 47,794 | 4,326 | 0.08% | 0.04% | 878 | +24,612 | 106.17% | Q1 2026 | Apr 17, 2026 |
| REDW Wealth LLC | History | Reduced | 47,750 | 4,322 | 1.72% | 1.75% | 879 | -3,488 | -6.81% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 47,730 | 4,320 | 0.03% | 0.03% | 880 | +13,197 | 38.22% | Q1 2026 | May 01, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 47,681 | 4,316 | 0.75% | 0.73% | 881 | +925 | 1.98% | Q1 2026 | May 12, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 47,477 | 4,298 | 0.3% | 0.2% | 882 | +5,412 | 12.87% | Q1 2026 | May 11, 2026 |
| Schiavi & Co LLC | History | Added to | 47,479 | 4,298 | 1.28% | 1.35% | 883 | +676 | 1.44% | Q1 2026 | May 11, 2026 |
| Strategic Equity Management | History | Reduced | 47,399 | 4,291 | 1.61% | 4.25% | 884 | -92,552 | -66.13% | Q1 2026 | Apr 21, 2026 |
| New Hampshire Trust | History | Added to | 47,339 | 4,285 | 0.86% | 0.75% | 885 | +4,123 | 9.54% | Q1 2026 | Apr 20, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 47,075 | 4,261 | 0.7% | 0.54% | 886 | +9,555 | 25.47% | Q1 2026 | Apr 22, 2026 |
| Advisor OS, LLC | History | Added to | 47,017 | 4,256 | 0.31% | 0.05% | 887 | +39,620 | 535.62% | Q1 2026 | May 07, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 47,022 | 4,256 | 3.22% | 3.23% | 888 | -1,664 | -3.42% | Q1 2026 | Apr 14, 2026 |
| Inspire Advisors, LLC | History | Reduced | 46,890 | 4,244 | 0.35% | 0.39% | 889 | -503 | -1.06% | Q1 2026 | May 15, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 46,866 | 4,242 | 1.12% | 1.15% | 890 | -438 | -0.93% | Q1 2026 | May 12, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 46,626 | 4,227 | 0.01% | 0.01% | 891 | -5,195 | -10.02% | Q1 2026 | May 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 46,470 | 4,206 | 1.05% | 1.07% | 892 | +2,889 | 6.63% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 46,176 | 4,180 | 0.17% | 0.17% | 893 | +414 | 0.9% | Q1 2026 | May 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 46,152 | 4,178 | 0.05% | 0.04% | 894 | +6,297 | 15.8% | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | Added to | 45,693 | 4,136 | 0.25% | 0.24% | 895 | +2,548 | 5.91% | Q1 2026 | Apr 23, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 45,603 | 4,128 | 1.34% | 1.26% | 896 | -288 | -0.63% | Q1 2026 | May 07, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 44,678 | 4,044 | 2.05% | 1.68% | 897 | +12,676 | 39.61% | Q1 2026 | May 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 44,507 | 4,029 | 1.16% | 1.48% | 898 | -9,725 | -17.93% | Q1 2026 | May 07, 2026 |
| Helium Advisors LLC | History | Reduced | 44,329 | 4,013 | 3.82% | 4.34% | 899 | -3,540 | -7.4% | Q1 2026 | May 05, 2026 |
| Clarus Wealth Advisors | History | New | 43,512 | 3,992 | 1.7% | — | 900 | +43,512 | New | Q1 2026 | Apr 08, 2026 |
| Vanguard National Trust Co | History | New | 43,980 | 3,981 | 0.25% | — | 901 | +43,980 | New | Q1 2026 | May 08, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 43,863 | 3,970 | 1.46% | 1.77% | 902 | -9,651 | -18.03% | Q1 2026 | May 08, 2026 |
| PACK Private Wealth, LLC | History | No change | 43,743 | 3,960 | 1.82% | 1.78% | 903 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VISTA FINANCE, LLC | History | New | 43,084 | 3,900 | 3.1% | — | 904 | +43,084 | New | Q1 2026 | May 04, 2026 |
| JT Stratford LLC | History | Added to | 43,073 | 3,899 | 0.5% | 0.48% | 905 | +1,095 | 2.61% | Q1 2026 | May 15, 2026 |
| Stolper Co | History | Added to | 15,990 | 3,876 | 1.1% | 0.12% | 906 | +11,410 | 249.13% | Q1 2026 | Apr 13, 2026 |
| CSM Advisors, LLC | History | No change | 42,684 | 3,865 | 0.09% | 0.1% | 907 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 42,606 | 3,857 | 0.24% | 0.24% | 908 | +1,899 | 4.67% | Q1 2026 | Apr 27, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 42,361 | 3,834 | 0.25% | 0.23% | 909 | +3,014 | 7.66% | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 42,306 | 3,829 | 0.08% | 0.08% | 910 | +1,976 | 4.9% | Q1 2026 | May 01, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 42,265 | 3,826 | 1.85% | 1.8% | 911 | -217 | -0.51% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 42,121 | 3,813 | 0.18% | 0.02% | 912 | +37,666 | 845.48% | Q1 2026 | Apr 29, 2026 |
| Financial Planning Navigators CORP | History | Added to | 42,105 | 3,811 | 1.67% | 1.3% | 914 | +10,373 | 32.69% | Q1 2026 | Apr 21, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 42,102 | 3,811 | 0.88% | 0.95% | 913 | -1,332 | -3.07% | Q1 2026 | May 08, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 41,969 | 3,799 | 1.83% | 1.81% | 915 | +818 | 1.99% | Q1 2026 | May 08, 2026 |
| M Holdings Securities, Inc. | History | Added to | 40,753 | 3,790 | 0.26% | 0.26% | 916 | +426 | 1.06% | Q1 2026 | May 12, 2026 |
| Emerald Advisors, LLC | History | Reduced | 41,832 | 3,787 | 0.47% | 0.84% | 917 | -27,258 | -39.45% | Q1 2026 | Apr 23, 2026 |
| Jump Financial, LLC | History | Reduced | 41,748 | 3,779 | 0.05% | 0.06% | 918 | -11,055 | -20.94% | Q1 2026 | May 14, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 41,743 | 3,778 | 0.84% | 0.67% | 919 | +7,946 | 23.51% | Q1 2026 | Apr 27, 2026 |
| Intrua Financial, LLC | History | Reduced | 41,600 | 3,766 | 0.39% | 0.39% | 920 | -255 | -0.61% | Q1 2026 | Apr 23, 2026 |
| Essex Financial Services, Inc. | History | Added to | 41,183 | 3,728 | 0.21% | 0.19% | 921 | +4,571 | 12.48% | Q1 2026 | Apr 24, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 41,009 | 3,712 | 0.05% | 0.05% | 922 | -1,792 | -4.19% | Q1 2026 | May 04, 2026 |
| CERTUITY, LLC | History | Reduced | 40,997 | 3,711 | 0.24% | 0.25% | 923 | -2,995 | -6.81% | Q1 2026 | May 11, 2026 |
| Invst, LLC | History | Added to | 40,700 | 3,684 | 0.42% | 0.26% | 924 | +14,236 | 53.79% | Q1 2026 | May 13, 2026 |
| Sierra Capital LLC | History | Reduced | 40,367 | 3,654 | 0.4% | 0.39% | 925 | -551 | -1.35% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | Added to | 40,251 | 3,643 | 0.28% | 0.27% | 926 | +725 | 1.83% | Q1 2026 | May 12, 2026 |
| BWM Planning, LLC | History | No change | 40,166 | 3,636 | 0.96% | 0.96% | 927 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Jefferies Financial Group Inc. | History | New | 40,092 | 3,629 | 0.02% | — | 928 | +40,092 | New | Q1 2026 | May 07, 2026 |
| SWP FINANCIAL LLC | History | Added to | 39,752 | 3,598 | 1.83% | 1.66% | 929 | +2,678 | 7.22% | Q1 2026 | Apr 17, 2026 |
| Capital Advantage, Inc. | History | Reduced | 39,690 | 3,593 | 0.47% | 0.48% | 930 | -323 | -0.81% | Q1 2026 | Apr 10, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 39,466 | 3,572 | 1.23% | 1.29% | 931 | -2,340 | -5.6% | Q1 2026 | May 06, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 39,367 | 3,563 | 1.43% | 1.3% | 932 | +2,027 | 5.43% | Q1 2026 | Apr 23, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 39,326 | 3,560 | 1.88% | 0.71% | 933 | +25,808 | 190.92% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 39,089 | 3,538 | 0.06% | 0.08% | 934 | +3,941 | 11.21% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | No change | 39,034 | 3,533 | 0.19% | 0.19% | 935 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 38,997 | 3,530 | 0.16% | — | 936 | +38,997 | New | Q1 2026 | Apr 28, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 38,980 | 3,528 | 0.42% | 0.41% | 937 | -27 | -0.07% | Q1 2026 | Apr 21, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 38,952 | 3,526 | 0.56% | 0.63% | 938 | +183 | 0.47% | Q1 2026 | Apr 30, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 38,833 | 3,515 | 2.05% | 2.2% | 939 | -1,286 | -3.21% | Q1 2026 | Apr 23, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 38,378 | 3,474 | 1.45% | 1.45% | 940 | +4,102 | 11.97% | Q1 2026 | Apr 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 38,296 | 3,466 | 0.06% | 0.06% | 941 | -906 | -2.31% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 37,729 | 3,415 | 0.27% | 0.24% | 942 | +2,668 | 7.61% | Q1 2026 | Apr 09, 2026 |
| Powerhouse Assets LLC | History | Reduced | 37,715 | 3,414 | 2.97% | 2.97% | 943 | -100 | -0.26% | Q1 2026 | Apr 28, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 37,248 | 3,372 | 0.23% | 0.23% | 944 | -37 | -0.1% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 37,126 | 3,361 | 0.15% | 0.17% | 945 | +2,949 | 8.63% | Q1 2026 | Apr 15, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 37,132 | 3,361 | 2.77% | 2.85% | 946 | -1,780 | -4.57% | Q1 2026 | Apr 28, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 37,127 | 3,361 | 0.26% | 0.27% | 947 | -244 | -0.65% | Q1 2026 | May 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 37,089 | 3,357 | 0.16% | 0.16% | 948 | +57 | 0.15% | Q1 2026 | May 04, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 36,998 | 3,349 | 1.63% | — | 949 | +36,998 | New | Q1 2026 | Apr 09, 2026 |
| LGL PARTNERS, LLC | History | Added to | 36,838 | 3,334 | 1.37% | 1.3% | 950 | +2,859 | 8.41% | Q1 2026 | May 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 36,750 | 3,326 | 0.46% | 0.38% | 951 | +6,869 | 22.99% | Q1 2026 | May 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 36,697 | 3,322 | 1.11% | 1.1% | 952 | -246 | -0.67% | Q1 2026 | May 05, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 36,586 | 3,312 | 0.6% | 0.2% | 953 | +24,958 | 214.64% | Q1 2026 | May 14, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 36,522 | 3,306 | 1.12% | 0.9% | 954 | -346 | -0.94% | Q1 2026 | Apr 08, 2026 |
| Chesley Taft & Associates LLC | History | No change | 36,273 | 3,283 | 0.14% | 0.13% | 955 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 36,233 | 3,280 | 1.96% | 1.2% | 956 | +16,606 | 84.61% | Q1 2026 | May 14, 2026 |
| HCR Wealth Advisors | History | Added to | 36,210 | 3,278 | 0.34% | 0.32% | 957 | +502 | 1.41% | Q1 2026 | Apr 21, 2026 |
| KPP Advisory Services LLC | History | New | 36,051 | 3,263 | 0.47% | — | 958 | +36,051 | New | Q1 2026 | Apr 24, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 35,839 | 3,244 | 0.97% | 0.93% | 959 | +1,217 | 3.52% | Q1 2026 | May 20, 2026 |
| Retirement Planning Group, LLC | History | Added to | 35,694 | 3,231 | 0.1% | 0.02% | 960 | +30,573 | 597.01% | Q1 2026 | May 04, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Reduced | 35,671 | 3,229 | 1.24% | 1.31% | 961 | -2,625 | -6.85% | Q1 2026 | May 11, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 35,622 | 3,224 | 2.09% | 2.02% | 962 | +1,234 | 3.59% | Q1 2026 | May 20, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 35,601 | 3,222 | 1.59% | 1.83% | 963 | -5,760 | -13.93% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 35,589 | 3,221 | 0.17% | 0.16% | 964 | +976 | 2.82% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 35,563 | 3,219 | 0.21% | — | 965 | +35,563 | New | Q1 2026 | Apr 15, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 35,400 | 3,204 | 0.5% | 0.53% | 966 | -2,750 | -7.21% | Q1 2026 | May 07, 2026 |
| Chris Bulman Inc | History | Reduced | 35,387 | 3,203 | 1.4% | 1.51% | 967 | -2,698 | -7.08% | Q1 2026 | Apr 13, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 36,495 | 3,200 | 2.81% | 2.87% | 968 | +1,970 | 5.71% | Q1 2026 | May 07, 2026 |
| Cooper Financial Group | History | Added to | 35,333 | 3,198 | 0.32% | 0.22% | 969 | +12,290 | 53.34% | Q1 2026 | Apr 07, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 35,299 | 3,195 | 0.52% | 0.49% | 970 | +2,108 | 6.35% | Q1 2026 | May 12, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 35,209 | 3,187 | 0.25% | 0.19% | 971 | +6,527 | 22.76% | Q1 2026 | Apr 29, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 35,181 | 3,185 | 0.4% | 0.74% | 972 | -27,865 | -44.2% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 35,153 | 3,182 | 0.94% | 0.84% | 973 | +3,189 | 9.98% | Q1 2026 | Apr 22, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 33,350 | 3,176 | 1.9% | 1.78% | 974 | +3,137 | 10.38% | Q1 2026 | Apr 23, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 35,063 | 3,174 | 2.83% | — | 975 | +35,063 | New | Q1 2026 | May 07, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 34,929 | 3,162 | 0.35% | 0.35% | 976 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JGP Wealth Management, LLC | History | Added to | 34,926 | 3,161 | 0.33% | 0.3% | 977 | +2,486 | 7.66% | Q1 2026 | Apr 08, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 34,894 | 3,158 | 1.14% | 0.97% | 978 | +2,350 | 7.22% | Q1 2026 | May 12, 2026 |
| DRAVO BAY LLC | History | Added to | 34,647 | 3,136 | 1.27% | 1.22% | 979 | +1,838 | 5.6% | Q1 2026 | May 07, 2026 |
| Madison Asset Management, LLC | History | Added to | 34,564 | 3,129 | 0.04% | 0.01% | 980 | +25,318 | 273.83% | Q1 2026 | May 07, 2026 |
| Purewater Capital LLC | History | New | 34,485 | 3,121 | 2.99% | — | 981 | +34,485 | New | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 34,383 | 3,112 | 0.06% | 0.06% | 982 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 34,307 | 3,105 | 0.23% | 0.17% | 983 | +9,363 | 37.54% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 34,293 | 3,104 | 0.19% | 0.15% | 984 | -119 | -0.35% | Q1 2026 | Apr 28, 2026 |
| AMG Asset Management Group, Inc. | History | New | 34,211 | 3,097 | 2.4% | — | 985 | +34,211 | New | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 34,191 | 3,095 | 0.11% | 0.11% | 986 | -445 | -1.28% | Q1 2026 | May 07, 2026 |
| Empower Advisory Group, LLC | History | Added to | 34,145 | 3,091 | 0.01% | 0.01% | 987 | +496 | 1.47% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 34,065 | 3,083 | 0.48% | 0.42% | 988 | +5,102 | 17.62% | Q1 2026 | May 06, 2026 |
| YANKCOM Partnership | History | No change | 34,061 | 3,083 | 1.27% | 1.3% | 989 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 34,006 | 3,078 | 0.01% | 0.01% | 990 | +3,889 | 12.91% | Q1 2026 | May 05, 2026 |
| Fiduciary Alliance LLC | History | Added to | 31,784 | 3,064 | 0.18% | 0.18% | 991 | +1,536 | 5.08% | Q1 2026 | Apr 20, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 31,944 | 3,048 | 0.43% | 0.4% | 992 | +819 | 2.63% | Q1 2026 | Apr 13, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 33,063 | 3,038 | 1.12% | — | 994 | +33,063 | New | Q1 2026 | Apr 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 33,558 | 3,038 | 0.35% | 0.33% | 993 | +884 | 2.71% | Q1 2026 | Apr 16, 2026 |
| Compton Financial Group, LLC | History | Reduced | 33,525 | 3,034 | 0.67% | 0.78% | 995 | -4,923 | -12.8% | Q1 2026 | Apr 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 33,500 | 3,032 | 0.23% | 0.05% | 996 | +26,586 | 384.52% | Q1 2026 | Apr 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 33,199 | 3,005 | 0.03% | 0.03% | 997 | +7,711 | 30.25% | Q1 2026 | Apr 27, 2026 |
| Storen Legacy Partners, LLC | History | New | 33,154 | 3,001 | 0.94% | — | 998 | +33,154 | New | Q1 2026 | Apr 22, 2026 |
| Sentinel Advisory Group, LLC | History | New | 33,053 | 2,992 | 1.46% | — | 999 | +33,053 | New | Q1 2026 | May 14, 2026 |
| Fire Capital Management LLC | History | Reduced | 32,967 | 2,984 | 1.4% | 1.48% | 1000 | -102 | -0.31% | Q1 2026 | May 08, 2026 |
| Vestcor Inc | History | Added to | 32,859 | 2,975 | 0.08% | 0.08% | 1001 | +195 | 0.6% | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 32,858 | 2,974 | 0.06% | 0.06% | 1002 | -64 | -0.19% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Added to | 32,692 | 2,959 | 0.05% | 0.04% | 1003 | +841 | 2.64% | Q1 2026 | May 08, 2026 |
| Peak Financial Management, Inc. | History | No change | 32,598 | 2,951 | 0.75% | 0.75% | 1004 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 32,573 | 2,948 | 0.4% | 0.39% | 1005 | +680 | 2.13% | Q1 2026 | Apr 08, 2026 |
| Biltmore Family Office, LLC | History | Added to | 32,368 | 2,930 | 0.41% | 0.39% | 1006 | +800 | 2.53% | Q1 2026 | May 11, 2026 |
| Ignite Planners, LLC | History | Reduced | 32,351 | 2,929 | 0.45% | 0.47% | 1007 | -283 | -0.87% | Q1 2026 | Apr 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 32,282 | 2,922 | 0.33% | 0.33% | 1008 | -253 | -0.78% | Q1 2026 | May 01, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 32,213 | 2,916 | 0.21% | 0.22% | 1009 | -5,385 | -14.32% | Q1 2026 | Apr 16, 2026 |
| Vigilare Wealth Management | History | Reduced | 32,120 | 2,907 | 0.98% | 2.12% | 1010 | -38,323 | -54.4% | Q1 2026 | Apr 01, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 32,106 | 2,906 | 1.07% | 0.94% | 1011 | +5,047 | 18.65% | Q1 2026 | Apr 28, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 32,107 | 2,906 | 1.38% | 1.31% | 1012 | +1,987 | 6.6% | Q1 2026 | May 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 32,036 | 2,900 | 0.35% | 0.2% | 1013 | +14,574 | 83.46% | Q1 2026 | Apr 08, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 32,010 | 2,897 | 2.0% | 2.16% | 1014 | +121 | 0.38% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | Added to | 31,942 | 2,891 | 0.22% | 0.2% | 1015 | +18,103 | 130.81% | Q1 2026 | Apr 28, 2026 |
| Independence Bank of Kentucky | History | Added to | 31,800 | 2,878 | 0.36% | 0.3% | 1016 | +4,404 | 16.08% | Q1 2026 | Apr 30, 2026 |
| COWA, LLC | History | Reduced | 31,714 | 2,871 | 0.77% | 1.15% | 1017 | -10,523 | -24.91% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 31,693 | 2,869 | 0.0% | 0.0% | 1018 | -2,999 | -8.64% | Q1 2026 | May 08, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 31,694 | 2,869 | 1.86% | 1.84% | 1019 | -809 | -2.49% | Q1 2026 | Apr 20, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 31,679 | 2,867 | 1.02% | — | 1020 | +31,679 | New | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | Added to | 31,604 | 2,861 | 0.66% | 0.63% | 1021 | +1,458 | 4.84% | Q1 2026 | May 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 31,532 | 2,854 | 0.2% | 0.23% | 1022 | -6,545 | -17.19% | Q1 2026 | Apr 28, 2026 |
| FIRST HORIZON CORP | History | Reduced | 31,470 | 2,848 | 0.12% | 0.14% | 1023 | -2,552 | -7.5% | Q1 2026 | Apr 30, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 31,437 | 2,845 | 0.81% | 0.82% | 1024 | -375 | -1.18% | Q1 2026 | Apr 30, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 31,383 | 2,841 | 1.43% | 1.35% | 1025 | +1,191 | 3.94% | Q1 2026 | Apr 16, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 31,306 | 2,834 | 0.42% | 0.36% | 1026 | +4,744 | 17.86% | Q1 2026 | Apr 21, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 31,301 | 2,833 | 1.26% | 1.4% | 1027 | -3,089 | -8.98% | Q1 2026 | Apr 08, 2026 |
| Nilsine Partners, LLC | History | Reduced | 29,880 | 2,828 | 0.22% | 0.23% | 1028 | -49 | -0.16% | Q1 2026 | Apr 29, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 31,211 | 2,825 | 3.93% | 3.97% | 1029 | -432 | -1.37% | Q1 2026 | May 15, 2026 |
| Corsicana & Co. | History | Added to | 36,825 | 2,785 | 1.76% | 1.84% | 1030 | +220 | 0.6% | Q1 2026 | May 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 30,668 | 2,776 | 2.76% | 2.25% | 1031 | +5,484 | 21.78% | Q1 2026 | Apr 14, 2026 |
| Apeiron RIA LLC | History | Added to | 30,656 | 2,775 | 0.64% | 0.57% | 1032 | +133 | 0.44% | Q1 2026 | Apr 27, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 30,566 | 2,767 | 0.43% | 0.46% | 1033 | -1,117 | -3.53% | Q1 2026 | May 07, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 30,545 | 2,765 | 2.54% | 2.49% | 1034 | -20 | -0.07% | Q1 2026 | Apr 08, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 30,494 | 2,760 | 0.53% | 0.57% | 1035 | -995 | -3.16% | Q1 2026 | May 07, 2026 |
| PFG Advisors | History | Reduced | 30,388 | 2,751 | 0.13% | 0.16% | 1036 | -7,104 | -18.95% | Q1 2026 | May 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 30,216 | 2,735 | 0.44% | 0.34% | 1037 | +8,453 | 38.84% | Q1 2026 | Apr 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 30,168 | 2,731 | 0.14% | 0.14% | 1038 | +1,450 | 5.05% | Q1 2026 | Apr 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 30,007 | 2,716 | 0.04% | — | 1039 | +30,007 | New | Q1 2026 | May 01, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 29,742 | 2,692 | 0.62% | 0.6% | 1040 | -150 | -0.5% | Q1 2026 | Apr 23, 2026 |
| IFS Group,LLC | History | New | 29,649 | 2,684 | 2.39% | — | 1041 | +29,649 | New | Q1 2026 | May 18, 2026 |
| Clearview Wealth Management LLC | History | New | 29,535 | 2,673 | 1.89% | — | 1042 | +29,535 | New | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Reduced | 29,518 | 2,672 | 0.1% | 0.1% | 1043 | -1,130 | -3.69% | Q1 2026 | May 07, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 27,429 | 2,668 | 0.05% | 0.06% | 1044 | +1,948 | 7.64% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 29,420 | 2,663 | 0.01% | — | 1045 | +29,420 | New | Q1 2026 | May 08, 2026 |
| Jacobi Capital Management LLC | History | Added to | 29,408 | 2,662 | 0.15% | 0.15% | 1046 | +143 | 0.49% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 29,353 | 2,657 | 0.05% | 0.05% | 1047 | +151 | 0.52% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 29,245 | 2,646 | 0.2% | 0.18% | 1048 | -2,960 | -9.19% | Q1 2026 | May 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 29,205 | 2,643 | 0.03% | 0.03% | 1050 | +3,643 | 14.25% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 29,204 | 2,643 | 0.16% | 0.15% | 1049 | +1,252 | 4.48% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 29,140 | 2,638 | 0.1% | 0.09% | 1051 | +1,153 | 4.12% | Q1 2026 | May 11, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 29,085 | 2,633 | 0.8% | 0.77% | 1052 | -91 | -0.31% | Q1 2026 | Apr 28, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 29,068 | 2,631 | 0.57% | 0.57% | 1053 | -1,383 | -4.54% | Q1 2026 | Apr 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 29,015 | 2,626 | 0.28% | 0.28% | 1054 | -1,036 | -3.45% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 28,826 | 2,609 | 0.01% | 0.01% | 1055 | -509 | -1.74% | Q1 2026 | May 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 29,006 | 2,594 | 0.19% | 0.19% | 1056 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 28,628 | 2,591 | 0.18% | 0.2% | 1057 | -7,016 | -19.68% | Q1 2026 | May 21, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 28,573 | 2,586 | 0.66% | 0.68% | 1058 | -268 | -0.93% | Q1 2026 | Apr 09, 2026 |
| Balefire, LLC | History | Added to | 28,486 | 2,578 | 0.49% | 0.49% | 1059 | +177 | 0.63% | Q1 2026 | May 07, 2026 |
| MAYPORT, LLC | History | Added to | 28,455 | 2,575 | 0.48% | 0.42% | 1060 | +4,889 | 20.75% | Q1 2026 | Apr 21, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 28,369 | 2,568 | 0.67% | 0.08% | 1061 | +25,237 | 805.78% | Q1 2026 | May 11, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 28,322 | 2,564 | 1.13% | 1.46% | 1062 | -7,141 | -20.14% | Q1 2026 | May 08, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 28,145 | 2,547 | 1.13% | 1.3% | 1063 | -4,957 | -14.97% | Q1 2026 | Apr 24, 2026 |
| Blue Fin Capital, Inc. | History | No change | 28,448 | 2,544 | 0.39% | 0.39% | 1064 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 27,990 | 2,533 | 1.47% | 1.42% | 1065 | +225 | 0.81% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 27,919 | 2,527 | 0.15% | 0.16% | 1066 | -1,552 | -5.27% | Q1 2026 | Apr 29, 2026 |
| Investment Advisory Group, LLC | History | Added to | 27,877 | 2,523 | 0.64% | 0.64% | 1067 | +228 | 0.82% | Q1 2026 | Apr 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 27,828 | 2,519 | 0.02% | 0.02% | 1068 | +2,414 | 9.5% | Q1 2026 | May 14, 2026 |
| St. Louis Trust Co | History | No change | 27,815 | 2,518 | 0.29% | 0.29% | 1069 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 27,790 | 2,515 | 0.31% | 0.29% | 1070 | +400 | 1.46% | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 27,778 | 2,514 | 0.15% | 0.16% | 1071 | -2,049 | -6.87% | Q1 2026 | Apr 30, 2026 |
| Slagle Financial, LLC | History | Added to | 27,748 | 2,512 | 0.83% | 0.86% | 1072 | +147 | 0.53% | Q1 2026 | May 01, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 27,714 | 2,508 | 0.35% | 0.55% | 1073 | -5,509 | -16.58% | Q1 2026 | Apr 20, 2026 |
| MASECO LLP | History | Reduced | 27,608 | 2,499 | 0.08% | 0.12% | 1074 | -3,451 | -11.11% | Q1 2026 | Apr 21, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 27,408 | 2,481 | 0.66% | 0.67% | 1075 | -35 | -0.13% | Q1 2026 | Apr 20, 2026 |
| Proficio Capital Partners LLC | History | No change | 27,289 | 2,470 | 0.13% | 0.17% | 1076 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CrossGen Wealth, LLC | History | Added to | 27,199 | 2,462 | 2.16% | 1.36% | 1078 | +9,874 | 56.99% | Q1 2026 | Apr 22, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 27,197 | 2,462 | 0.4% | 0.38% | 1077 | +205 | 0.76% | Q1 2026 | May 08, 2026 |
| Firestone Capital Management | History | Reduced | 27,056 | 2,449 | 0.51% | 0.54% | 1079 | -1,335 | -4.7% | Q1 2026 | May 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 26,822 | 2,428 | 0.12% | 0.1% | 1080 | +4,602 | 20.71% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 26,725 | 2,419 | 0.1% | — | 1081 | +26,725 | New | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 26,691 | 2,416 | 0.46% | 0.5% | 1082 | -1,008 | -3.64% | Q1 2026 | May 14, 2026 |
| Envision Financial LLC | History | Reduced | 26,665 | 2,413 | 1.3% | 1.36% | 1083 | -2,106 | -7.32% | Q1 2026 | Apr 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 26,787 | 2,396 | 0.12% | 0.11% | 1084 | -120 | -0.45% | Q1 2026 | Apr 08, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 26,422 | 2,392 | 0.47% | 0.53% | 1085 | +1,215 | 4.82% | Q1 2026 | Apr 28, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 26,310 | 2,381 | 1.6% | 1.54% | 1086 | +3,421 | 14.95% | Q1 2026 | Apr 16, 2026 |
| Dynamic Financial Group | History | Added to | 26,253 | 2,376 | 1.94% | 1.68% | 1087 | +4,220 | 19.15% | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | Added to | 26,027 | 2,372 | 0.16% | 0.17% | 1088 | +381 | 1.49% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 26,184 | 2,370 | 0.15% | 0.11% | 1089 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 26,095 | 2,362 | 0.61% | 0.89% | 1090 | -10,477 | -28.65% | Q1 2026 | Apr 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 26,038 | 2,357 | 0.13% | 0.04% | 1091 | +18,848 | 262.14% | Q1 2026 | Apr 16, 2026 |
| United Advisor Group, LLC | History | Added to | 25,966 | 2,350 | 0.29% | 0.25% | 1092 | +3,827 | 17.29% | Q1 2026 | Apr 17, 2026 |
| Quent Capital, LLC | History | Reduced | 25,897 | 2,344 | 0.17% | 0.17% | 1093 | -119 | -0.46% | Q1 2026 | Apr 28, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 25,819 | 2,337 | 1.32% | 1.33% | 1094 | -712 | -2.68% | Q1 2026 | Apr 24, 2026 |
| Aegis Wealth Management LLC | History | No change | 25,735 | 2,329 | 1.33% | 1.3% | 1095 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fiera Capital Corp | History | No change | 25,681 | 2,324 | 0.01% | 0.01% | 1096 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 25,609 | 2,318 | 0.05% | 0.05% | 1097 | +461 | 1.83% | Q1 2026 | May 15, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 25,571 | 2,314 | 1.76% | 1.81% | 1098 | -2,087 | -7.55% | Q1 2026 | Apr 30, 2026 |
| OFS Enterprise LLC | History | New | 25,536 | 2,311 | 0.68% | — | 1099 | +25,536 | New | Q1 2026 | Apr 09, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 25,483 | 2,306 | 0.52% | 0.58% | 1100 | -2,603 | -9.27% | Q1 2026 | Apr 02, 2026 |
| TSFG, LLC | History | Added to | 25,455 | 2,304 | 0.35% | 0.34% | 1101 | +142 | 0.56% | Q1 2026 | Apr 27, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 25,449 | 2,303 | 0.18% | 0.15% | 1102 | +3,489 | 15.89% | Q1 2026 | Apr 24, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 25,387 | 2,298 | 2.16% | 2.55% | 1103 | +720 | 2.92% | Q1 2026 | May 15, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 25,380 | 2,297 | 0.5% | 0.45% | 1104 | +2,543 | 11.14% | Q1 2026 | Apr 13, 2026 |
| Krilogy Financial LLC | History | Added to | 23,770 | 2,286 | 0.07% | 0.06% | 1105 | +3,493 | 17.23% | Q1 2026 | Apr 17, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Added to | 25,130 | 2,275 | 1.36% | 1.43% | 1106 | +623 | 2.54% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 25,022 | 2,265 | 0.22% | 0.22% | 1107 | -86 | -0.34% | Q1 2026 | May 07, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 24,987 | 2,262 | 0.05% | 0.02% | 1108 | +12,945 | 107.5% | Q1 2026 | May 13, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 24,967 | 2,260 | 0.7% | 0.48% | 1109 | +7,624 | 43.96% | Q1 2026 | Apr 08, 2026 |
| INKWELL CAPITAL LLC | History | Reduced | 24,811 | 2,246 | 2.29% | 2.26% | 1110 | -99 | -0.4% | Q1 2026 | May 15, 2026 |
| Heritage Trust Co | History | Added to | 24,785 | 2,243 | 0.23% | 0.22% | 1111 | +110 | 0.45% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | Added to | 24,669 | 2,233 | 0.73% | 0.78% | 1112 | +160 | 0.65% | Q1 2026 | May 14, 2026 |
| Lee Financial Co | History | No change | 24,658 | 2,232 | 0.31% | 0.3% | 1113 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 24,628 | 2,229 | 1.21% | 1.18% | 1114 | +342 | 1.41% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL PLC | History | Reduced | 24,600 | 2,227 | 0.01% | 0.03% | 1115 | -12,200 | -33.15% | Q1 2026 | May 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 24,570 | 2,224 | 0.64% | 0.69% | 1116 | -2,350 | -8.73% | Q1 2026 | May 14, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 24,291 | 2,199 | 1.37% | — | 1117 | +24,291 | New | Q1 2026 | Apr 14, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 24,264 | 2,197 | 0.75% | 0.74% | 1118 | +379 | 1.59% | Q1 2026 | Apr 08, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 24,266 | 2,196 | 0.18% | 0.17% | 1119 | +2,066 | 9.31% | Q1 2026 | Apr 13, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 24,111 | 2,182 | 0.29% | 0.34% | 1120 | +330 | 1.39% | Q1 2026 | May 15, 2026 |
| WELCH & FORBES LLC | History | Added to | 24,092 | 2,181 | 0.03% | 0.02% | 1121 | +9,795 | 68.51% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 24,064 | 2,178 | 0.06% | 0.04% | 1122 | +10,085 | 72.14% | Q1 2026 | Apr 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 24,011 | 2,173 | 0.15% | 0.13% | 1123 | +2,724 | 12.8% | Q1 2026 | May 12, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 23,998 | 2,172 | 0.22% | 0.22% | 1124 | -32 | -0.13% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | Reduced | 23,952 | 2,168 | 0.29% | 0.3% | 1125 | -1,376 | -5.43% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 23,829 | 2,157 | 0.06% | 0.06% | 1126 | -896 | -3.62% | Q1 2026 | Apr 21, 2026 |
| Cypress Capital Group | History | Added to | 23,671 | 2,142 | 0.24% | 0.21% | 1127 | +2,819 | 13.52% | Q1 2026 | May 15, 2026 |
| JDM Financial Group LLC | History | Added to | 23,667 | 2,142 | 0.83% | 0.77% | 1128 | +1,548 | 7.0% | Q1 2026 | May 20, 2026 |
| Stonebrook Private Inc. | History | Added to | 23,643 | 2,140 | 0.46% | 0.43% | 1129 | +609 | 2.64% | Q1 2026 | May 11, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 23,632 | 2,139 | 0.28% | 0.27% | 1130 | -671 | -2.76% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 23,611 | 2,137 | 0.04% | 0.04% | 1131 | +2,747 | 13.17% | Q1 2026 | Apr 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 23,569 | 2,133 | 0.17% | 0.15% | 1132 | +2,799 | 13.48% | Q1 2026 | May 15, 2026 |
| Lexington Hill Partners, LLC | History | No change | 23,557 | 2,132 | 1.21% | 1.58% | 1133 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Williams & Novak, LLC | History | Reduced | 23,112 | 2,124 | 1.59% | 1.57% | 1134 | -251 | -1.07% | Q1 2026 | Apr 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 23,418 | 2,119 | 0.12% | 0.11% | 1135 | +2,786 | 13.5% | Q1 2026 | Apr 30, 2026 |
| MATAURO, LLC | History | Added to | 23,368 | 2,115 | 0.31% | 0.31% | 1136 | +448 | 1.95% | Q1 2026 | Apr 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 23,252 | 2,105 | 0.04% | 0.01% | 1137 | +16,833 | 262.24% | Q1 2026 | Apr 27, 2026 |
| PW Nova Financial Services LLC | History | Added to | 23,205 | 2,100 | 0.53% | 0.7% | 1138 | +2,865 | 14.09% | Q1 2026 | Apr 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 23,191 | 2,099 | 0.03% | 0.02% | 1139 | +5,633 | 32.08% | Q1 2026 | May 13, 2026 |
| Level Wealth Management LLC | History | Added to | 23,148 | 2,095 | 0.98% | 1.04% | 1140 | +423 | 1.86% | Q1 2026 | Apr 27, 2026 |
| Trevian Wealth Management LLC | History | Added to | 23,124 | 2,093 | 1.03% | 0.92% | 1141 | +1,332 | 6.11% | Q1 2026 | Apr 21, 2026 |
| LCW Services, LLC | History | Added to | 23,082 | 2,089 | 1.04% | 0.84% | 1142 | +5,483 | 31.16% | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 22,988 | 2,081 | 0.12% | 0.16% | 1143 | -7,141 | -23.7% | Q1 2026 | Apr 09, 2026 |
| Disciplined Investments, LLC | History | Added to | 22,867 | 2,069 | 0.74% | 0.78% | 1144 | +207 | 0.91% | Q1 2026 | May 12, 2026 |
| Manchester Capital Management LLC | History | No change | 22,731 | 2,057 | 0.3% | 0.28% | 1145 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 22,717 | 2,056 | 0.69% | 0.7% | 1146 | +44 | 0.19% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 22,638 | 2,049 | 0.03% | 0.23% | 1147 | -198,600 | -89.77% | Q1 2026 | May 08, 2026 |
| Veracity Capital LLC | History | Reduced | 22,524 | 2,039 | 0.73% | 0.72% | 1148 | -4,827 | -17.65% | Q1 2026 | Apr 09, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 22,519 | 2,038 | 0.31% | 0.32% | 1149 | -15 | -0.07% | Q1 2026 | Apr 14, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 22,502 | 2,037 | 0.02% | 0.02% | 1150 | -357 | -1.56% | Q1 2026 | May 01, 2026 |
| Black Diamond Financial, LLC | History | Added to | 22,441 | 2,031 | 0.22% | 0.19% | 1151 | +1,934 | 9.43% | Q1 2026 | May 05, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 22,406 | 2,028 | 1.97% | 1.89% | 1152 | +850 | 3.94% | Q1 2026 | May 11, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 22,353 | 2,023 | 0.53% | 0.53% | 1153 | -82 | -0.37% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 22,345 | 2,022 | 0.05% | 0.04% | 1154 | +948 | 4.43% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 22,077 | 2,022 | 0.11% | 0.09% | 1155 | +862 | 4.06% | Q1 2026 | May 12, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 22,297 | 2,018 | 0.17% | 0.19% | 1156 | -102 | -0.46% | Q1 2026 | Apr 09, 2026 |
| STAR Financial Bank | History | Added to | 22,215 | 2,011 | 0.95% | 0.8% | 1157 | +4,784 | 27.45% | Q1 2026 | May 08, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 22,185 | 2,008 | 1.79% | 1.79% | 1158 | -1,175 | -5.03% | Q1 2026 | Apr 16, 2026 |
| Well Done, LLC | History | Added to | 22,154 | 2,005 | 0.29% | 0.22% | 1159 | +5,665 | 34.36% | Q1 2026 | Apr 14, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 22,114 | 2,001 | 0.66% | 0.72% | 1160 | -51 | -0.23% | Q1 2026 | May 15, 2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 21,964 | 1,988 | 4.94% | 6.29% | 1161 | -3,555 | -13.93% | Q1 2026 | Apr 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 21,868 | 1,979 | 1.09% | 0.92% | 1162 | +3,000 | 15.9% | Q1 2026 | Apr 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 21,813 | 1,974 | 0.09% | 0.09% | 1163 | +1,057 | 5.09% | Q1 2026 | May 12, 2026 |
| Harpswell Capital Advisors, LLC | History | New | 21,786 | 1,972 | 1.47% | — | 1164 | +21,786 | New | Q1 2026 | Apr 10, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 21,564 | 1,952 | 0.14% | 0.13% | 1165 | +1,481 | 7.37% | Q1 2026 | Apr 29, 2026 |
| Indivisible Partners | History | Added to | 21,533 | 1,949 | 0.17% | 0.2% | 1166 | +1,183 | 5.81% | Q1 2026 | Apr 30, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 21,496 | 1,946 | 0.27% | 0.28% | 1167 | -1,643 | -7.1% | Q1 2026 | May 14, 2026 |
| Pictet North America Advisors SA | History | New | 21,426 | 1,939 | 0.19% | — | 1168 | +21,426 | New | Q1 2026 | Apr 14, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 21,296 | 1,927 | 0.03% | 0.03% | 1169 | +1,685 | 8.59% | Q1 2026 | May 15, 2026 |
| Wind River Trust Co | History | No change | 21,203 | 1,919 | 0.72% | 0.71% | 1170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Added to | 21,132 | 1,913 | 0.11% | 0.11% | 1171 | +240 | 1.15% | Q1 2026 | May 11, 2026 |
| FineMark National Bank & Trust | History | No change | 21,316 | 1,906 | 0.06% | 0.06% | 1172 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 20,994 | 1,900 | 1.13% | 0.98% | 1173 | +2,635 | 14.35% | Q1 2026 | Apr 14, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 20,960 | 1,897 | 0.74% | 0.67% | 1174 | +1,786 | 9.31% | Q1 2026 | Apr 21, 2026 |
| First Bank & Trust | History | Reduced | 20,865 | 1,888 | 0.3% | 0.31% | 1175 | -157 | -0.75% | Q1 2026 | Apr 10, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 20,842 | 1,886 | 0.76% | 0.59% | 1176 | +3,530 | 20.39% | Q1 2026 | May 13, 2026 |
| Tenzing Financial LLC | History | Reduced | 19,671 | 1,886 | 1.42% | 1.43% | 1177 | -90 | -0.46% | Q1 2026 | Apr 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 20,704 | 1,874 | 0.66% | 0.78% | 1178 | -3,620 | -14.88% | Q1 2026 | Apr 08, 2026 |
| Courage Miller Partners, LLC | History | Added to | 20,667 | 1,871 | 0.53% | 0.55% | 1179 | +125 | 0.61% | Q1 2026 | Apr 24, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 20,624 | 1,867 | 0.37% | 0.38% | 1180 | +510 | 2.54% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 20,621 | 1,866 | 0.12% | 0.13% | 1181 | -1,310 | -5.97% | Q1 2026 | May 06, 2026 |
| MA Private Wealth | History | Added to | 20,575 | 1,862 | 0.31% | 0.28% | 1182 | +1,527 | 8.02% | Q1 2026 | May 07, 2026 |
| Seven Post Investment Office LP | History | No change | 20,507 | 1,856 | 0.6% | 0.66% | 1183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Added to | 20,500 | 1,855 | 0.08% | 0.08% | 1184 | +1,397 | 7.31% | Q1 2026 | Apr 30, 2026 |
| First County Bank /CT/ | History | Added to | 20,437 | 1,850 | 0.99% | 0.95% | 1185 | +260 | 1.29% | Q1 2026 | Apr 03, 2026 |
| Fortis Advisors, LLC | History | Added to | 20,408 | 1,847 | 0.93% | 0.79% | 1186 | +4,175 | 25.72% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 20,303 | 1,838 | 0.05% | 0.05% | 1187 | +209 | 1.04% | Q1 2026 | May 07, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 20,258 | 1,833 | 0.7% | 0.69% | 1188 | -811 | -3.85% | Q1 2026 | May 11, 2026 |
| Stone Summit Wealth LLC | History | Added to | 20,204 | 1,829 | 0.51% | 0.32% | 1189 | +6,910 | 51.98% | Q1 2026 | Apr 22, 2026 |
| BIP Wealth, LLC | History | Reduced | 20,168 | 1,825 | 0.07% | 0.07% | 1190 | -1,459 | -6.75% | Q1 2026 | Apr 27, 2026 |
| AlTi Global, Inc. | History | Added to | 20,128 | 1,822 | 0.04% | 0.04% | 1191 | +1,303 | 6.92% | Q1 2026 | May 07, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 20,100 | 1,819 | 0.36% | 0.36% | 1192 | -592 | -2.86% | Q1 2026 | May 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 20,284 | 1,814 | 0.17% | 0.16% | 1193 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | Reduced | 20,002 | 1,810 | 0.21% | 0.22% | 1194 | -10 | -0.05% | Q1 2026 | Apr 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 20,207 | 1,807 | 0.14% | 0.14% | 1195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 19,960 | 1,806 | 1.06% | 1.04% | 1196 | -600 | -2.92% | Q1 2026 | May 14, 2026 |
| LVZ, Inc. | History | Added to | 19,773 | 1,790 | 0.2% | 0.15% | 1197 | +5,052 | 34.32% | Q1 2026 | Apr 28, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 19,174 | 1,790 | 0.12% | 0.11% | 1198 | -70 | -0.36% | Q1 2026 | May 12, 2026 |
| NDVR, Inc. | History | No change | 19,993 | 1,788 | 1.48% | 1.48% | 1199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 19,696 | 1,783 | 0.47% | 0.5% | 1200 | -407 | -2.02% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Management, Inc. | History | Added to | 19,672 | 1,780 | 0.61% | 0.48% | 1201 | +4,435 | 29.11% | Q1 2026 | Apr 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 19,588 | 1,773 | 0.73% | 0.74% | 1202 | -4,047 | -17.12% | Q1 2026 | Apr 14, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 19,578 | 1,772 | 0.18% | 0.2% | 1203 | -858 | -4.2% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 18,232 | 1,771 | 0.17% | 0.16% | 1204 | +1,668 | 10.07% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 19,553 | 1,770 | 0.19% | 0.19% | 1205 | +70 | 0.36% | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 19,541 | 1,769 | 0.47% | 0.49% | 1206 | -67 | -0.34% | Q1 2026 | May 11, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 19,522 | 1,767 | 0.08% | 0.01% | 1207 | +17,271 | 767.26% | Q1 2026 | May 11, 2026 |
| Tufton Capital Management | History | Added to | 19,495 | 1,764 | 0.32% | 0.29% | 1208 | +642 | 3.41% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 19,398 | 1,756 | 0.14% | 0.17% | 1209 | -3,460 | -15.14% | Q1 2026 | Apr 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 19,378 | 1,754 | 0.2% | 0.17% | 1210 | +2,386 | 14.04% | Q1 2026 | Apr 16, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Added to | 19,380 | 1,754 | 1.43% | 1.08% | 1211 | +2,043 | 11.78% | Q1 2026 | May 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 19,329 | 1,749 | 0.58% | 0.51% | 1212 | +1,956 | 11.26% | Q1 2026 | Apr 22, 2026 |
| HM PAYSON & CO | History | Added to | 19,301 | 1,747 | 0.03% | 0.02% | 1213 | +3,899 | 25.31% | Q1 2026 | Apr 13, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 19,249 | 1,743 | 0.12% | 0.12% | 1214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | New | 19,173 | 1,735 | 0.0% | — | 1215 | +19,173 | New | Q1 2026 | May 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 19,044 | 1,724 | 1.18% | 1.08% | 1216 | +1,614 | 9.26% | Q1 2026 | May 04, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 18,983 | 1,718 | 0.19% | 0.2% | 1217 | -396 | -2.04% | Q1 2026 | Apr 07, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 18,976 | 1,717 | 0.45% | 0.52% | 1218 | -3,407 | -15.22% | Q1 2026 | May 13, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 18,944 | 1,714 | 0.3% | 0.27% | 1219 | +1,533 | 8.8% | Q1 2026 | Apr 17, 2026 |
| LongView Wealth Management | History | Added to | 17,705 | 1,712 | 0.43% | 0.39% | 1220 | +429 | 2.48% | Q1 2026 | Apr 15, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 18,881 | 1,709 | 0.65% | 0.67% | 1221 | +3,409 | 22.03% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 18,856 | 1,707 | 0.19% | 0.16% | 1222 | +2,200 | 13.21% | Q1 2026 | Apr 28, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 18,816 | 1,703 | 0.17% | 0.18% | 1223 | -1,131 | -5.67% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 18,778 | 1,699 | 0.1% | 0.09% | 1224 | +9,946 | 112.61% | Q1 2026 | Apr 22, 2026 |
| Aureus Asset Management, LLC | History | Added to | 18,721 | 1,694 | 0.11% | 0.02% | 1225 | +15,416 | 466.44% | Q1 2026 | May 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 18,690 | 1,691 | 0.59% | 0.55% | 1226 | +115 | 0.62% | Q1 2026 | Apr 20, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 18,619 | 1,685 | 0.05% | 0.04% | 1227 | +1,553 | 9.1% | Q1 2026 | May 14, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 17,661 | 1,684 | 0.7% | 0.79% | 1228 | -508 | -2.8% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,600 | 1,683 | 0.04% | 0.05% | 1229 | -1,655 | -8.17% | Q1 2026 | Apr 07, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 18,585 | 1,675 | 0.46% | 0.48% | 1230 | +449 | 2.48% | Q1 2026 | Apr 08, 2026 |
| SIMA Wealth Partners, LLC | History | New | 18,458 | 1,670 | 1.27% | — | 1231 | +18,458 | New | Q1 2026 | May 15, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 18,374 | 1,663 | 1.34% | 1.41% | 1233 | -1,341 | -6.8% | Q1 2026 | May 05, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 18,370 | 1,663 | 1.09% | 0.99% | 1232 | +836 | 4.77% | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 18,347 | 1,660 | 0.04% | 0.03% | 1234 | +3,624 | 24.61% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 18,327 | 1,659 | 0.35% | 0.35% | 1235 | -15 | -0.08% | Q1 2026 | May 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 18,293 | 1,656 | 0.02% | 0.02% | 1236 | -899 | -4.68% | Q1 2026 | Apr 21, 2026 |
| TFC Financial Management, Inc. | History | Added to | 18,281 | 1,654 | 0.2% | 0.19% | 1237 | +1,708 | 10.31% | Q1 2026 | Apr 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 18,268 | 1,653 | 0.02% | 0.02% | 1238 | +1,316 | 7.76% | Q1 2026 | Apr 28, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 18,466 | 1,651 | 0.99% | 0.99% | 1239 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 18,222 | 1,649 | 0.49% | 0.49% | 1240 | -248 | -1.34% | Q1 2026 | Apr 20, 2026 |
| Innovative Wealth Building LLC | History | Added to | 18,210 | 1,648 | 1.16% | 1.16% | 1241 | +373 | 2.09% | Q1 2026 | May 01, 2026 |
| New Republic Capital, LLC | History | Added to | 18,165 | 1,644 | 0.55% | 0.41% | 1243 | +798 | 4.59% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 18,169 | 1,644 | 0.08% | 0.08% | 1242 | -22 | -0.12% | Q1 2026 | Apr 23, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 18,388 | 1,644 | 1.58% | 1.58% | 1244 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Commerce Advisors, LLC | History | New | 18,009 | 1,630 | 1.37% | — | 1245 | +18,009 | New | Q1 2026 | May 12, 2026 |
| Peterson Wealth Services | History | Added to | 17,985 | 1,628 | 0.4% | 0.35% | 1247 | +2,494 | 16.1% | Q1 2026 | Apr 30, 2026 |
| Columbia Asset Management | History | Added to | 17,994 | 1,628 | 0.31% | 0.26% | 1246 | +1,862 | 11.54% | Q1 2026 | Apr 20, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 17,831 | 1,614 | 0.04% | 0.04% | 1248 | -80 | -0.45% | Q1 2026 | Apr 15, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 17,819 | 1,613 | 0.14% | — | 1249 | +17,819 | New | Q1 2026 | Apr 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 17,949 | 1,605 | 0.07% | 0.07% | 1250 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 17,722 | 1,604 | 0.07% | 0.08% | 1251 | -88 | -0.49% | Q1 2026 | Apr 06, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 17,700 | 1,602 | 0.48% | 0.48% | 1252 | +267 | 1.53% | Q1 2026 | Apr 21, 2026 |
| One Charles Private Wealth Services, LLC | History | New | 17,695 | 1,601 | 0.4% | — | 1253 | +17,695 | New | Q1 2026 | May 07, 2026 |
| BAYBAN | History | Added to | 17,584 | 1,591 | 1.38% | 1.38% | 1254 | +156 | 0.9% | Q1 2026 | Apr 24, 2026 |
| Kooman & Associates | History | Reduced | 17,535 | 1,587 | 0.47% | 0.47% | 1255 | -85 | -0.48% | Q1 2026 | Apr 21, 2026 |
| Lincoln Capital LLC | History | Reduced | 17,510 | 1,583 | 0.3% | 0.3% | 1256 | -727 | -3.99% | Q1 2026 | May 01, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 17,447 | 1,579 | 0.09% | 0.08% | 1257 | +2,224 | 14.61% | Q1 2026 | Apr 17, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 17,343 | 1,570 | 1.57% | 1.53% | 1259 | +357 | 2.1% | Q1 2026 | Apr 16, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 17,348 | 1,570 | 0.84% | 0.86% | 1258 | +60 | 0.35% | Q1 2026 | May 01, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 17,327 | 1,568 | 0.1% | 0.1% | 1260 | -986 | -5.38% | Q1 2026 | May 14, 2026 |
| TICINO WEALTH | History | Reduced | 14,574 | 1,565 | 0.54% | 0.51% | 1261 | -895 | -5.79% | Q1 2026 | Apr 22, 2026 |
| Beckerman Institutional, LLC | History | Added to | 17,270 | 1,563 | 0.83% | 0.83% | 1262 | +649 | 3.9% | Q1 2026 | May 04, 2026 |
| Denver PWM, LLC | History | Reduced | 16,020 | 1,558 | 0.54% | 0.81% | 1263 | -13,169 | -45.12% | Q1 2026 | May 12, 2026 |
| NCM Capital Management, LLC | History | No change | 17,192 | 1,556 | 0.56% | 0.57% | 1264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 17,177 | 1,555 | 0.86% | 0.96% | 1265 | -28 | -0.16% | Q1 2026 | Apr 16, 2026 |
| Paragon Capital Management Ltd | History | No change | 17,067 | 1,545 | 0.32% | 0.3% | 1266 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RoundAngle Advisors LLC | History | Added to | 17,060 | 1,544 | 1.15% | 1.1% | 1267 | +105 | 0.62% | Q1 2026 | Apr 08, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 16,988 | 1,537 | 0.3% | 0.06% | 1268 | +12,189 | 253.99% | Q1 2026 | Apr 29, 2026 |
| OneAscent Family Office, LLC | History | Added to | 16,976 | 1,536 | 1.07% | 1.0% | 1269 | +553 | 3.37% | Q1 2026 | Apr 21, 2026 |
| Coign Capital Advisors LLC | History | Added to | 16,827 | 1,523 | 0.8% | 0.76% | 1270 | +589 | 3.63% | Q1 2026 | May 14, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 16,761 | 1,517 | 1.09% | 0.96% | 1271 | +1,447 | 9.45% | Q1 2026 | May 13, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 16,682 | 1,510 | 2.72% | 2.97% | 1272 | -2,236 | -11.82% | Q1 2026 | Apr 23, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 16,677 | 1,509 | 0.66% | 0.68% | 1273 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Group, Inc. | History | No change | 16,576 | 1,500 | 0.78% | 0.78% | 1274 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Activest Wealth Management | History | Added to | 16,405 | 1,485 | 0.26% | 0.27% | 1275 | +20 | 0.12% | Q1 2026 | Apr 15, 2026 |
| Peak Planning Group, LLC | History | Added to | 16,304 | 1,475 | 0.41% | 0.37% | 1276 | +1,631 | 11.12% | Q1 2026 | Apr 22, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 16,285 | 1,474 | 0.93% | 0.93% | 1277 | -100 | -0.61% | Q1 2026 | Apr 07, 2026 |
| Kendall Capital Management | History | No change | 16,217 | 1,468 | 0.3% | 0.3% | 1278 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 16,357 | 1,463 | 0.13% | 0.13% | 1279 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,135 | 1,460 | 0.05% | 0.06% | 1280 | -1,872 | -10.4% | Q1 2026 | Apr 14, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 16,065 | 1,454 | 0.73% | 0.8% | 1281 | -1,075 | -6.27% | Q1 2026 | Apr 23, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 16,036 | 1,451 | 0.83% | 0.85% | 1282 | -559 | -3.37% | Q1 2026 | May 01, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 16,001 | 1,448 | 0.63% | 0.66% | 1283 | -1,333 | -7.69% | Q1 2026 | Apr 28, 2026 |
| ARWA LLC | History | Reduced | 15,163 | 1,442 | 0.71% | 0.8% | 1284 | -222 | -1.44% | Q1 2026 | Apr 13, 2026 |
| Reflection Asset Management | History | No change | 15,819 | 1,440 | 1.02% | 1.02% | 1285 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 15,879 | 1,437 | 0.15% | 0.16% | 1286 | -330 | -2.04% | Q1 2026 | Apr 28, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 15,782 | 1,428 | 0.24% | 0.23% | 1287 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 15,726 | 1,423 | 0.44% | 0.49% | 1288 | -2,782 | -15.03% | Q1 2026 | May 12, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 15,675 | 1,419 | 0.49% | 0.5% | 1289 | -338 | -2.11% | Q1 2026 | Apr 29, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 15,652 | 1,416 | 0.33% | 0.16% | 1290 | +8,107 | 107.45% | Q1 2026 | Apr 17, 2026 |
| Aries Wealth Management | History | No change | 15,639 | 1,415 | 0.31% | 0.31% | 1291 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Navigation Group, LLC | History | New | 15,588 | 1,411 | 0.33% | — | 1294 | +15,588 | New | Q1 2026 | May 05, 2026 |
| Wealth Management Partners, LLC | History | Added to | 15,594 | 1,411 | 0.4% | 0.28% | 1292 | +4,694 | 43.06% | Q1 2026 | Apr 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 15,591 | 1,411 | 0.04% | 0.05% | 1293 | -689 | -4.23% | Q1 2026 | May 11, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 15,524 | 1,405 | 0.05% | 0.05% | 1295 | -1,576 | -9.22% | Q1 2026 | Apr 21, 2026 |
| Rossby Financial, LCC | History | Added to | 15,262 | 1,402 | 0.29% | 0.16% | 1298 | +9,308 | 156.33% | Q1 2026 | May 11, 2026 |
| Garde Capital, Inc. | History | Added to | 15,494 | 1,402 | 0.08% | 0.05% | 1297 | +5,935 | 62.09% | Q1 2026 | Apr 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 15,492 | 1,402 | 0.08% | 0.08% | 1296 | -123 | -0.79% | Q1 2026 | May 06, 2026 |
| Dentgroup LLC | History | No change | 15,635 | 1,398 | 0.96% | 0.96% | 1299 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aspen Wealth Management LLC | History | Added to | 15,273 | 1,382 | 0.28% | 0.18% | 1301 | +5,516 | 56.53% | Q1 2026 | Apr 01, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 15,271 | 1,382 | 0.33% | 0.31% | 1300 | -235 | -1.52% | Q1 2026 | Apr 08, 2026 |
| MEYER HANDELMAN CO | History | New | 15,261 | 1,381 | 0.04% | — | 1302 | +15,261 | New | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 15,253 | 1,380 | 0.33% | 0.36% | 1303 | -1,833 | -10.73% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 15,025 | 1,380 | 0.1% | 0.09% | 1304 | +450 | 3.09% | Q1 2026 | May 01, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 15,244 | 1,380 | 0.09% | 0.08% | 1305 | +12 | 0.08% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | Added to | 15,205 | 1,376 | 0.27% | 0.23% | 1308 | +2,647 | 21.08% | Q1 2026 | May 11, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 15,201 | 1,376 | 0.08% | 0.08% | 1306 | -2,575 | -14.49% | Q1 2026 | May 01, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 14,186 | 1,376 | 0.41% | 0.42% | 1307 | -18 | -0.13% | Q1 2026 | May 12, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | New | 15,151 | 1,371 | 0.34% | — | 1310 | +15,151 | New | Q1 2026 | Apr 07, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 15,152 | 1,371 | 0.05% | 0.04% | 1309 | +1,280 | 9.23% | Q1 2026 | Apr 22, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 15,143 | 1,370 | 0.12% | 0.08% | 1311 | +1,830 | 13.75% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 15,120 | 1,368 | 0.01% | 0.02% | 1312 | -9,099 | -37.57% | Q1 2026 | May 12, 2026 |
| Sepio Capital, LP | History | Reduced | 15,092 | 1,366 | 0.07% | 0.08% | 1314 | -1,434 | -8.68% | Q1 2026 | May 13, 2026 |
| Victrix Investment Advisors | History | Added to | 15,098 | 1,366 | 0.5% | 0.49% | 1316 | +860 | 6.04% | Q1 2026 | Apr 09, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 15,093 | 1,366 | 0.74% | 0.77% | 1313 | -418 | -2.69% | Q1 2026 | May 14, 2026 |
| Forza Wealth Management, LLC | History | Added to | 15,097 | 1,366 | 0.48% | 0.49% | 1315 | +56 | 0.37% | Q1 2026 | Apr 30, 2026 |
| Keebeck Wealth Management | History | Reduced | 15,064 | 1,363 | 0.15% | 0.18% | 1317 | -2,846 | -15.89% | Q1 2026 | May 14, 2026 |
| Westmount Partners, LLC | History | Added to | 15,037 | 1,361 | 0.34% | 0.33% | 1318 | +392 | 2.68% | Q1 2026 | Apr 16, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 14,990 | 1,357 | 0.19% | 0.2% | 1319 | -250 | -1.64% | Q1 2026 | Apr 16, 2026 |
| PUREfi Wealth, LLC | History | Added to | 14,980 | 1,356 | 0.89% | 0.62% | 1320 | +5,935 | 65.62% | Q1 2026 | Apr 28, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 14,975 | 1,355 | 0.15% | 0.1% | 1321 | +4,409 | 41.73% | Q1 2026 | Apr 21, 2026 |
| W ADVISORS, LLC | History | Reduced | 14,948 | 1,353 | 0.69% | 0.67% | 1322 | -27 | -0.18% | Q1 2026 | Apr 29, 2026 |
| Curated Wealth Partners LLC | History | No change | 14,880 | 1,347 | 0.17% | 0.14% | 1323 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 14,805 | 1,340 | 0.18% | 0.15% | 1324 | +2,163 | 17.11% | Q1 2026 | Apr 08, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 14,786 | 1,339 | 0.07% | 0.08% | 1325 | -1,542 | -9.44% | Q1 2026 | Apr 21, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 14,688 | 1,329 | 0.17% | 0.16% | 1326 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| American State Bank (Iowa) | History | Reduced | 14,610 | 1,322 | 0.63% | 0.63% | 1327 | -10 | -0.07% | Q1 2026 | Apr 14, 2026 |
| Cynosure Group, LLC | History | Reduced | 14,581 | 1,320 | 0.16% | 0.16% | 1329 | -3,059 | -17.34% | Q1 2026 | May 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 14,589 | 1,320 | 0.15% | 0.14% | 1328 | +410 | 2.89% | Q1 2026 | Apr 21, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 14,556 | 1,317 | 0.19% | 0.16% | 1330 | +2,606 | 21.81% | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | Added to | 14,557 | 1,317 | 0.11% | 0.1% | 1331 | +1,413 | 10.75% | Q1 2026 | Apr 22, 2026 |
| TL Private Wealth | History | Reduced | 13,803 | 1,315 | 0.52% | 0.49% | 1332 | -157 | -1.12% | Q1 2026 | Apr 13, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 14,461 | 1,309 | 0.13% | 0.12% | 1333 | +1,663 | 12.99% | Q1 2026 | May 06, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 14,462 | 1,309 | 0.17% | 0.16% | 1334 | +1,351 | 10.3% | Q1 2026 | Apr 27, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 14,371 | 1,301 | 0.21% | 0.21% | 1336 | -631 | -4.21% | Q1 2026 | Apr 13, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 14,380 | 1,301 | 0.24% | 0.24% | 1335 | -497 | -3.34% | Q1 2026 | Apr 27, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 14,330 | 1,297 | 0.17% | 0.18% | 1337 | -666 | -4.44% | Q1 2026 | Apr 16, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 14,308 | 1,295 | 0.6% | 0.6% | 1338 | -6 | -0.04% | Q1 2026 | May 14, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 14,255 | 1,290 | 1.03% | 0.94% | 1339 | +1,210 | 9.28% | Q1 2026 | May 12, 2026 |
| Goldstein Advisors, LLC | History | Added to | 14,248 | 1,289 | 0.14% | 0.14% | 1340 | +172 | 1.22% | Q1 2026 | Apr 28, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 14,217 | 1,287 | 0.17% | 0.16% | 1341 | -370 | -2.54% | Q1 2026 | May 07, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 14,057 | 1,272 | 0.12% | 0.12% | 1342 | +238 | 1.72% | Q1 2026 | Apr 13, 2026 |
| Global View Capital Management LLC | History | Reduced | 13,986 | 1,266 | 0.34% | 0.27% | 1343 | -2,033 | -12.69% | Q1 2026 | May 04, 2026 |
| Keel Point, LLC | History | No change | 14,051 | 1,256 | 0.08% | 0.08% | 1344 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 13,853 | 1,254 | 0.3% | 0.33% | 1345 | -281 | -1.99% | Q1 2026 | Apr 24, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 13,842 | 1,253 | 0.1% | 0.15% | 1347 | -5,677 | -29.08% | Q1 2026 | Apr 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 13,850 | 1,253 | 0.06% | 0.05% | 1346 | +885 | 6.83% | Q1 2026 | Apr 21, 2026 |
| StoneX Group Inc. | History | Reduced | 13,829 | 1,251 | 0.07% | 0.08% | 1348 | -5,950 | -30.08% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 13,829 | 1,251 | 0.07% | 0.08% | 1349 | -1,377 | -9.06% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Added to | 13,760 | 1,245 | 0.21% | 0.22% | 1351 | +248 | 1.84% | Q1 2026 | May 08, 2026 |
| Noble Family Wealth, LLC | History | No change | 13,754 | 1,245 | 0.26% | 0.26% | 1350 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 13,736 | 1,243 | 0.24% | 0.23% | 1352 | +325 | 2.42% | Q1 2026 | Apr 09, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 13,668 | 1,237 | 0.3% | 0.29% | 1353 | -108 | -0.78% | Q1 2026 | May 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 13,636 | 1,234 | 0.01% | 0.01% | 1354 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 13,630 | 1,233 | 0.98% | 0.97% | 1355 | -55 | -0.4% | Q1 2026 | Apr 21, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 13,528 | 1,224 | 0.26% | 0.21% | 1356 | +3,052 | 29.13% | Q1 2026 | Apr 15, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 13,494 | 1,221 | 0.49% | 0.54% | 1357 | -1,526 | -10.16% | Q1 2026 | Apr 22, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 13,465 | 1,218 | 0.38% | 0.38% | 1358 | -545 | -3.89% | Q1 2026 | Apr 17, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 13,383 | 1,211 | 0.86% | 0.92% | 1359 | -1,991 | -12.95% | Q1 2026 | Apr 24, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 13,286 | 1,202 | 0.11% | 0.12% | 1360 | +30 | 0.23% | Q1 2026 | Apr 30, 2026 |
| Realta Investment Advisors | History | Added to | 13,234 | 1,198 | 0.42% | 0.38% | 1361 | +338 | 2.62% | Q1 2026 | Apr 22, 2026 |
| MFA Wealth Services | History | Reduced | 13,217 | 1,196 | 0.79% | 0.81% | 1362 | -267 | -1.98% | Q1 2026 | Apr 21, 2026 |
| Sankala Group LLC | History | Reduced | 13,523 | 1,193 | 0.97% | 1.07% | 1363 | -46 | -0.34% | Q1 2026 | Mar 31, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 13,103 | 1,186 | 0.64% | 0.67% | 1364 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clarendon Private LLC | History | Added to | 13,090 | 1,185 | 0.91% | 0.93% | 1366 | +872 | 7.14% | Q1 2026 | May 11, 2026 |
| Hixon Zuercher, LLC | History | No change | 13,100 | 1,185 | 0.37% | 0.36% | 1365 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 13,088 | 1,184 | 0.1% | 0.06% | 1367 | +5,111 | 64.07% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 20,434 | 1,181 | 0.24% | 0.1% | 1368 | +7,908 | 63.13% | Q1 2026 | May 15, 2026 |
| Bedminster, LLC | History | Reduced | 13,016 | 1,178 | 1.1% | 1.12% | 1369 | -664 | -4.85% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,993 | 1,176 | 0.04% | 0.04% | 1371 | -1,095 | -7.77% | Q1 2026 | Apr 07, 2026 |
| GW&K Investment Management, LLC | History | No change | 12,993 | 1,176 | 0.01% | 0.01% | 1370 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 12,963 | 1,173 | 0.16% | 0.16% | 1372 | +105 | 0.82% | Q1 2026 | Apr 20, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 12,956 | 1,172 | 0.79% | 0.72% | 1373 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 12,896 | 1,167 | 0.2% | — | 1374 | +12,896 | New | Q1 2026 | May 11, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 12,890 | 1,166 | 0.56% | 0.53% | 1375 | -248 | -1.89% | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,861 | 1,164 | 0.05% | 0.05% | 1376 | +537 | 4.36% | Q1 2026 | May 08, 2026 |
| Finley Financial, LLC | History | No change | 12,825 | 1,161 | 0.54% | 0.53% | 1377 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 12,822 | 1,160 | 0.21% | 0.14% | 1378 | +4,236 | 49.34% | Q1 2026 | May 11, 2026 |
| K2 Financial Inc. | History | Reduced | 12,151 | 1,157 | 0.84% | 0.87% | 1380 | -224 | -1.81% | Q1 2026 | Apr 28, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 12,787 | 1,157 | 0.1% | 0.09% | 1379 | +19 | 0.15% | Q1 2026 | May 07, 2026 |
| Tranquility Partners, LLC | History | Added to | 12,679 | 1,147 | 0.43% | 0.37% | 1381 | +1,114 | 9.63% | Q1 2026 | Apr 20, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 12,611 | 1,141 | 0.69% | 0.65% | 1382 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DBK Financial Counsel, LLC | History | No change | 12,737 | 1,139 | 0.87% | 0.87% | 1383 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GM Advisory Group, LLC | History | Reduced | 12,561 | 1,137 | 0.04% | 0.04% | 1384 | -89 | -0.7% | Q1 2026 | Apr 28, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 12,525 | 1,133 | 0.33% | 0.36% | 1385 | -469 | -3.61% | Q1 2026 | Apr 20, 2026 |
| JRM Investment Counsel, LLC | History | Reduced | 12,461 | 1,128 | 0.3% | 0.43% | 1386 | -4,183 | -25.13% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 12,461 | 1,128 | 0.9% | 0.93% | 1387 | +250 | 2.05% | Q1 2026 | May 01, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 12,441 | 1,126 | 0.02% | 0.01% | 1389 | +2,589 | 26.28% | Q1 2026 | May 13, 2026 |
| Elm Partners Management LLC | History | No change | 12,848 | 1,126 | 0.05% | 0.05% | 1388 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 12,322 | 1,115 | 0.05% | 0.03% | 1390 | +6,245 | 102.76% | Q1 2026 | Apr 09, 2026 |
| BAM Wealth Management, LLC | History | Added to | 12,325 | 1,115 | 0.83% | 0.71% | 1391 | +1,366 | 12.46% | Q1 2026 | Apr 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 12,299 | 1,113 | 0.23% | — | 1392 | +12,299 | New | Q1 2026 | Apr 13, 2026 |
| Ellenbecker Investment Group | History | No change | 12,288 | 1,112 | 0.15% | 0.15% | 1393 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Reduced | 12,262 | 1,110 | 0.34% | 0.33% | 1394 | -243 | -1.94% | Q1 2026 | May 13, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 12,231 | 1,107 | 0.48% | 0.47% | 1395 | -267 | -2.14% | Q1 2026 | Apr 20, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 12,211 | 1,105 | 0.6% | 0.39% | 1396 | +2,266 | 22.79% | Q1 2026 | Apr 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 12,204 | 1,104 | 0.1% | 0.05% | 1397 | +7,210 | 144.37% | Q1 2026 | May 12, 2026 |
| DAVIS R M INC | History | Reduced | 12,065 | 1,092 | 0.02% | 0.02% | 1398 | -310 | -2.51% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 12,042 | 1,090 | 0.06% | 0.06% | 1399 | -735 | -5.75% | Q1 2026 | May 06, 2026 |
| Evensky & Katz LLC | History | Reduced | 12,027 | 1,089 | 0.06% | 0.06% | 1400 | -705 | -5.54% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 12,019 | 1,088 | 0.05% | 0.04% | 1401 | +4,332 | 56.35% | Q1 2026 | Apr 24, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 12,007 | 1,087 | 0.32% | 0.31% | 1402 | +14 | 0.12% | Q1 2026 | Apr 22, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 12,016 | 1,087 | 1.08% | 1.08% | 1403 | +3 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Headlands Technologies LLC | History | New | 11,977 | 1,084 | 0.12% | — | 1405 | +11,977 | New | Q1 2026 | May 13, 2026 |
| Essex Bank | History | Added to | 11,978 | 1,084 | 0.24% | 0.22% | 1404 | +645 | 5.69% | Q1 2026 | Apr 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 11,910 | 1,078 | 0.13% | 0.13% | 1406 | +684 | 6.09% | Q1 2026 | Apr 27, 2026 |
| Beacon Capital Management, LLC | History | Added to | 11,853 | 1,073 | 0.19% | 0.15% | 1407 | +1,039 | 9.61% | Q1 2026 | May 11, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 11,845 | 1,072 | 0.04% | 0.02% | 1409 | +5,978 | 101.89% | Q1 2026 | May 14, 2026 |
| GDS Wealth Management | History | Reduced | 11,851 | 1,072 | 0.06% | 0.07% | 1408 | -964 | -7.52% | Q1 2026 | Apr 27, 2026 |
| Bulwark Capital Corp | History | Reduced | 11,840 | 1,071 | 0.66% | 0.76% | 1410 | -60 | -0.5% | Q1 2026 | Apr 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 11,797 | 1,067 | 0.0% | 0.0% | 1411 | +4,423 | 59.98% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 11,771 | 1,065 | 0.08% | 0.06% | 1412 | +2,461 | 26.43% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 11,766 | 1,065 | 0.08% | 0.09% | 1413 | +993 | 9.22% | Q1 2026 | Apr 16, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 11,762 | 1,064 | 0.81% | 0.7% | 1414 | +1,212 | 11.49% | Q1 2026 | May 08, 2026 |
| Clearwave Capital, LLC | History | No change | 11,755 | 1,064 | 0.73% | 0.78% | 1415 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 11,749 | 1,063 | 0.23% | 0.24% | 1416 | -315 | -2.61% | Q1 2026 | May 08, 2026 |
| VERITY Wealth Advisors | History | Added to | 11,729 | 1,061 | 0.71% | 0.22% | 1417 | +7,679 | 189.6% | Q1 2026 | Apr 09, 2026 |
| TRUEFG, LLC | History | Added to | 11,680 | 1,057 | 0.28% | 0.28% | 1418 | +89 | 0.77% | Q1 2026 | Apr 22, 2026 |
| TrueWealth Financial Partners | History | New | 11,632 | 1,052 | 0.42% | — | 1419 | +11,632 | New | Q1 2026 | May 20, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 11,590 | 1,049 | 0.2% | 0.15% | 1421 | +4,370 | 60.53% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 11,598 | 1,049 | 0.24% | 0.24% | 1420 | +142 | 1.24% | Q1 2026 | Apr 27, 2026 |
| KWB Wealth | History | No change | 11,671 | 1,044 | 0.1% | 0.1% | 1422 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 11,517 | 1,042 | 0.01% | 0.0% | 1423 | +4,724 | 69.54% | Q1 2026 | May 15, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 11,498 | 1,040 | 2.33% | 2.39% | 1425 | -485 | -4.05% | Q1 2026 | Apr 27, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 11,489 | 1,040 | 0.18% | 0.19% | 1424 | +152 | 1.34% | Q1 2026 | Apr 17, 2026 |
| Walsh & Associates, LLC | History | Added to | 11,444 | 1,036 | 1.03% | 0.96% | 1426 | +566 | 5.2% | Q1 2026 | May 15, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 11,437 | 1,035 | 1.17% | 1.01% | 1428 | +1,281 | 12.61% | Q1 2026 | Apr 14, 2026 |
| Burkett Asset Management Ltd | History | Added to | 11,443 | 1,035 | 1.02% | 0.97% | 1427 | +720 | 6.71% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | Reduced | 11,430 | 1,034 | 0.1% | 0.13% | 1429 | -2,157 | -15.88% | Q1 2026 | Apr 16, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 11,403 | 1,032 | 0.37% | 0.35% | 1431 | +684 | 6.38% | Q1 2026 | Apr 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 11,405 | 1,032 | 0.05% | 0.05% | 1430 | -170 | -1.47% | Q1 2026 | May 18, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 11,405 | 1,032 | 0.14% | 0.14% | 1432 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Investmark Advisory Group LLC | History | Added to | 11,395 | 1,031 | 0.44% | 0.42% | 1433 | +439 | 4.01% | Q1 2026 | May 15, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 11,373 | 1,029 | 0.51% | 0.54% | 1434 | -630 | -5.25% | Q1 2026 | Apr 27, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 11,333 | 1,025 | 0.06% | 0.06% | 1435 | +19 | 0.17% | Q1 2026 | Apr 23, 2026 |
| Vann Equity Management LLC | History | New | 11,303 | 1,023 | 0.73% | — | 1436 | +11,303 | New | Q1 2026 | May 08, 2026 |
| Two West Capital Advisors LLC | History | Added to | 10,856 | 1,013 | 0.54% | 0.48% | 1437 | +1,607 | 17.37% | Q1 2026 | May 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 11,090 | 1,003 | 0.14% | 0.17% | 1438 | -1,640 | -12.88% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 11,066 | 1,001 | 0.11% | 0.09% | 1439 | +2,039 | 22.59% | Q1 2026 | May 01, 2026 |
| KWMG, LLC | History | Reduced | 11,053 | 1,000 | 0.08% | 0.09% | 1440 | -49 | -0.44% | Q1 2026 | Apr 09, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 11,046 | 999 | 0.21% | 0.2% | 1441 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 10,971 | 993 | 0.08% | 0.08% | 1442 | -217 | -1.94% | Q1 2026 | Apr 06, 2026 |
| SHAYNE & JACOBS, LLC | History | Reduced | 10,933 | 989 | 0.31% | 0.3% | 1443 | -91 | -0.83% | Q1 2026 | Apr 28, 2026 |
| Holland Advisory Services, Inc. | History | Reduced | 10,923 | 988 | 1.32% | 1.34% | 1444 | -150 | -1.35% | Q1 2026 | Apr 07, 2026 |
| SHP Wealth Management | History | Reduced | 10,898 | 986 | 0.07% | 0.08% | 1445 | -388 | -3.44% | Q1 2026 | May 08, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 10,852 | 982 | 0.01% | — | 1447 | +10,852 | New | Q1 2026 | Apr 13, 2026 |
| Net Worth Advisory Group | History | Reduced | 10,852 | 982 | 0.2% | 0.2% | 1446 | -16 | -0.15% | Q1 2026 | May 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 10,822 | 979 | 0.07% | 0.07% | 1448 | -332 | -2.98% | Q1 2026 | May 12, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 10,731 | 971 | 0.16% | 0.16% | 1449 | +110 | 1.04% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,672 | 966 | 0.16% | 0.1% | 1450 | +2,397 | 28.97% | Q1 2026 | May 15, 2026 |
| Permanens Capital L.P. | History | New | 10,594 | 959 | 0.12% | — | 1452 | +10,594 | New | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 10,598 | 959 | 0.06% | 0.08% | 1451 | -2,364 | -18.24% | Q1 2026 | May 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 10,308 | 955 | 0.06% | 0.06% | 1453 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Reduced | 10,543 | 954 | 0.1% | 0.11% | 1454 | -1,017 | -8.8% | Q1 2026 | Apr 21, 2026 |
| Carnegie Investment Counsel | History | Added to | 10,422 | 943 | 0.02% | 0.02% | 1455 | +820 | 8.54% | Q1 2026 | May 01, 2026 |
| Alpine Bank Wealth Management | History | No change | 10,425 | 943 | 0.14% | 0.13% | 1456 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Added to | 10,214 | 938 | 0.15% | 0.11% | 1457 | +3,361 | 49.04% | Q1 2026 | Apr 14, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 10,307 | 933 | 0.49% | 0.27% | 1458 | -769 | -6.94% | Q1 2026 | Apr 15, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 10,265 | 929 | 0.44% | 0.23% | 1460 | +4,991 | 94.63% | Q1 2026 | May 12, 2026 |
| Elgethun Capital Management | History | No change | 10,264 | 929 | 0.15% | 0.16% | 1459 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 10,212 | 924 | 0.04% | 0.27% | 1462 | -63,724 | -86.19% | Q1 2026 | Apr 28, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 10,218 | 924 | 0.23% | 0.19% | 1461 | +1,068 | 11.67% | Q1 2026 | May 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 10,223 | 922 | 0.0% | 0.0% | 1463 | +1,518 | 17.44% | Q1 2026 | May 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 10,111 | 915 | 0.15% | 0.19% | 1464 | -2,460 | -19.57% | Q1 2026 | May 14, 2026 |
| ROCKLAND TRUST CO | History | Added to | 10,061 | 910 | 0.04% | 0.02% | 1465 | +4,995 | 98.6% | Q1 2026 | Apr 16, 2026 |
| American Trust | History | Reduced | 10,058 | 910 | 0.08% | 0.08% | 1466 | -403 | -3.85% | Q1 2026 | May 01, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 9,992 | 904 | 0.12% | 0.13% | 1469 | -820 | -7.58% | Q1 2026 | Apr 28, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 9,993 | 904 | 0.43% | 0.47% | 1470 | +77 | 0.78% | Q1 2026 | May 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 9,995 | 904 | 0.33% | 0.34% | 1467 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 9,991 | 904 | 0.03% | 0.03% | 1468 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 9,955 | 901 | 0.18% | 0.17% | 1471 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 9,944 | 900 | 0.17% | 0.17% | 1472 | -83 | -0.83% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 9,351 | 899 | 0.25% | 0.25% | 1473 | +184 | 2.01% | Q1 2026 | Apr 17, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 9,885 | 894 | 0.18% | 0.2% | 1474 | -431 | -4.18% | Q1 2026 | May 01, 2026 |
| Legacy Trust | History | Added to | 9,867 | 893 | 0.17% | 0.12% | 1475 | +2,681 | 37.31% | Q1 2026 | Apr 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 9,861 | 892 | 0.2% | 0.21% | 1476 | -465 | -4.5% | Q1 2026 | May 05, 2026 |
| Strategic Financial Services, Inc. | History | New | 9,845 | 891 | 0.04% | — | 1477 | +9,845 | New | Q1 2026 | May 08, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 9,835 | 890 | 0.83% | — | 1479 | +9,835 | New | Q1 2026 | May 05, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 9,833 | 890 | 0.07% | 0.06% | 1478 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tempo Wealth, LLC | History | Added to | 9,831 | 889 | 0.16% | 0.15% | 1480 | +316 | 3.32% | Q1 2026 | May 14, 2026 |
| Genesis Financial Group, LLC | History | Added to | 9,809 | 888 | 0.56% | 0.51% | 1481 | +45 | 0.46% | Q1 2026 | May 18, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 9,788 | 886 | 0.05% | 0.05% | 1482 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 9,786 | 885 | 0.03% | — | 1483 | +9,786 | New | Q1 2026 | Apr 16, 2026 |
| Harbor Group, Inc. | History | Reduced | 9,698 | 877 | 0.13% | 0.13% | 1484 | -23 | -0.24% | Q1 2026 | Apr 10, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 9,678 | 876 | 0.43% | 0.37% | 1486 | +1,313 | 15.7% | Q1 2026 | May 05, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 9,679 | 876 | 0.3% | 0.29% | 1485 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LWM ADVISORS INC | History | Added to | 9,655 | 874 | 0.76% | 0.25% | 1487 | +6,445 | 200.78% | Q1 2026 | Apr 10, 2026 |
| RCS Financial Planning, LLC | History | Added to | 9,558 | 865 | 0.45% | 0.37% | 1488 | +6 | 0.06% | Q1 2026 | Apr 21, 2026 |
| Investment Research Partners LLC | History | No change | 9,549 | 864 | 0.35% | 0.37% | 1489 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 9,543 | 863 | 0.06% | 0.06% | 1490 | -35 | -0.37% | Q1 2026 | Apr 22, 2026 |
| Generations Wealth, LLC | History | Reduced | 9,505 | 860 | 0.84% | 0.9% | 1491 | -355 | -3.6% | Q1 2026 | May 05, 2026 |
| Talon Private Wealth, LLC | History | New | 9,422 | 853 | 0.11% | — | 1492 | +9,422 | New | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 8,768 | 851 | 0.05% | 0.05% | 1493 | +330 | 3.91% | Q1 2026 | May 14, 2026 |
| Human Investing LLC | History | Reduced | 9,392 | 850 | 0.12% | 0.12% | 1495 | -31 | -0.33% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | No change | 9,397 | 850 | 0.08% | 0.07% | 1494 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PEOPLES BANK /OH | History | Reduced | 9,291 | 841 | 0.52% | 0.69% | 1496 | -3,066 | -24.81% | Q1 2026 | Apr 24, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 9,259 | 838 | 2.61% | 2.45% | 1497 | +207 | 2.29% | Q1 2026 | May 08, 2026 |
| Obermeyer Wealth Partners | History | Added to | 9,256 | 837 | 0.04% | 0.04% | 1498 | +520 | 5.95% | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Added to | 9,239 | 836 | 0.01% | 0.01% | 1499 | +4,364 | 89.52% | Q1 2026 | May 08, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 8,717 | 836 | 0.36% | 0.33% | 1500 | +532 | 6.5% | Q1 2026 | Apr 15, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 9,234 | 835 | 0.29% | 0.28% | 1501 | -321 | -3.36% | Q1 2026 | May 04, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 9,206 | 833 | 0.46% | 0.46% | 1502 | -78 | -0.84% | Q1 2026 | Apr 22, 2026 |
| River Street Advisors LLC | History | Added to | 9,195 | 832 | 0.28% | 0.26% | 1503 | +1,529 | 19.95% | Q1 2026 | Apr 21, 2026 |
| Simmons Bank | History | Reduced | 9,127 | 826 | 0.06% | 0.07% | 1504 | -2,045 | -18.3% | Q1 2026 | Apr 23, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | No change | 9,100 | 823 | 0.78% | 0.75% | 1505 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | No change | 9,056 | 819 | 0.14% | 0.14% | 1506 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Magnus Financial Group LLC | History | Reduced | 9,034 | 817 | 0.07% | 0.16% | 1508 | -14,039 | -60.85% | Q1 2026 | Apr 10, 2026 |
| Alteri Wealth LLC | History | Reduced | 9,031 | 817 | 0.26% | 0.3% | 1509 | -1,475 | -14.04% | Q1 2026 | May 06, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 9,033 | 817 | 0.04% | 0.05% | 1507 | -429 | -4.53% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 8,996 | 814 | 0.06% | 0.48% | 1510 | -67,324 | -88.21% | Q1 2026 | May 05, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 8,994 | 814 | 0.32% | 0.32% | 1511 | +200 | 2.27% | Q1 2026 | Apr 21, 2026 |
| Concorde Asset Management, LLC | History | No change | 9,045 | 809 | 0.32% | 0.32% | 1512 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DF DENT & CO INC | History | Added to | 8,923 | 807 | 0.02% | 0.01% | 1513 | +1,293 | 16.95% | Q1 2026 | May 15, 2026 |
| Haverford Financial Services, Inc. | History | No change | 8,900 | 805 | 0.24% | 0.22% | 1514 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 8,884 | 804 | 0.05% | 0.05% | 1515 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fermata Advisors, LLC | History | Reduced | 8,848 | 801 | 0.18% | 0.19% | 1516 | -220 | -2.43% | Q1 2026 | Apr 08, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 8,834 | 799 | 0.28% | 0.31% | 1517 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 8,814 | 797 | 0.1% | 0.1% | 1518 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 8,738 | 791 | 0.33% | 0.3% | 1519 | +27 | 0.31% | Q1 2026 | May 07, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 8,731 | 790 | 0.11% | 0.12% | 1520 | -767 | -8.08% | Q1 2026 | Apr 27, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 8,715 | 788 | 0.72% | 0.68% | 1521 | -13 | -0.15% | Q1 2026 | Apr 29, 2026 |
| Vident Advisory, LLC | History | Reduced | 8,689 | 786 | 0.01% | 0.01% | 1522 | -117 | -1.33% | Q1 2026 | May 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 8,788 | 786 | 0.04% | 0.04% | 1523 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNITED BANK | History | Added to | 8,673 | 785 | 0.1% | 0.09% | 1524 | +1,152 | 15.32% | Q1 2026 | May 11, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 8,655 | 783 | 0.05% | 0.05% | 1525 | +229 | 2.72% | Q1 2026 | May 05, 2026 |
| First Citizens Financial Corp | History | Reduced | 8,639 | 782 | 0.37% | 0.4% | 1526 | -440 | -4.85% | Q1 2026 | Apr 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,594 | 778 | 0.08% | 0.11% | 1527 | -3,125 | -26.67% | Q1 2026 | Apr 15, 2026 |
| S Harris Financial Group, LLC | History | Reduced | 8,591 | 777 | 0.71% | 0.78% | 1528 | -530 | -5.81% | Q1 2026 | Apr 21, 2026 |
| Fulcrum Capital LLC | History | No change | 8,551 | 774 | 0.17% | 0.15% | 1529 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| G&S Capital LLC | History | No change | 8,556 | 774 | 0.27% | 0.27% | 1530 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 8,524 | 771 | 0.4% | 0.34% | 1531 | +1,237 | 16.98% | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | Added to | 8,502 | 769 | 0.19% | 0.12% | 1532 | +2,878 | 51.17% | Q1 2026 | Apr 08, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 8,502 | 769 | 0.34% | 0.33% | 1533 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 8,452 | 765 | 0.05% | 0.06% | 1534 | -1,101 | -11.53% | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 8,461 | 765 | 0.09% | 0.09% | 1535 | -33 | -0.39% | Q1 2026 | Apr 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 8,436 | 763 | 0.21% | 0.2% | 1536 | +313 | 3.85% | Q1 2026 | May 11, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 8,419 | 762 | 0.11% | 0.11% | 1537 | -304 | -3.49% | Q1 2026 | Apr 15, 2026 |
| Foundry Financial LLC | History | Added to | 8,407 | 761 | 0.32% | 0.33% | 1538 | +1,300 | 18.29% | Q1 2026 | Apr 21, 2026 |
| Glassman Wealth Services | History | Reduced | 8,398 | 760 | 0.1% | 0.11% | 1539 | -403 | -4.58% | Q1 2026 | May 04, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 8,393 | 759 | 0.35% | 0.1% | 1540 | +5,843 | 229.14% | Q1 2026 | May 12, 2026 |
| Cedarwood Wealth LLC | History | Reduced | 8,390 | 759 | 0.77% | 0.92% | 1541 | -432 | -4.9% | Q1 2026 | May 05, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 8,379 | 758 | 0.34% | 0.37% | 1542 | +91 | 1.1% | Q1 2026 | Apr 21, 2026 |
| Sageworth Trust Co | History | No change | 8,294 | 750 | 0.03% | 0.03% | 1543 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 8,276 | 749 | 0.05% | 0.06% | 1544 | +15 | 0.18% | Q1 2026 | Apr 20, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 8,266 | 748 | 0.64% | 0.7% | 1545 | -700 | -7.81% | Q1 2026 | May 11, 2026 |
| Rare Wolf Capital LLC | History | Added to | 8,253 | 747 | 0.48% | 0.46% | 1546 | +4 | 0.05% | Q1 2026 | May 14, 2026 |
| AVISO WEALTH MANAGEMENT | History | Added to | 8,224 | 744 | 0.34% | 0.31% | 1547 | +39 | 0.48% | Q1 2026 | May 08, 2026 |
| tru Independence LLC | History | Reduced | 8,210 | 743 | 0.37% | 0.24% | 1548 | -2,239 | -21.43% | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 8,206 | 742 | 0.07% | 0.07% | 1549 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 8,170 | 739 | 0.02% | 0.02% | 1550 | +1,469 | 21.92% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 8,145 | 737 | 0.09% | 0.09% | 1551 | -71 | -0.86% | Q1 2026 | Apr 21, 2026 |
| Bravera Wealth | History | Added to | 8,136 | 736 | 0.33% | 0.08% | 1552 | +6,458 | 384.86% | Q1 2026 | Apr 22, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 7,874 | 735 | 0.22% | 0.23% | 1553 | +73 | 0.94% | Q1 2026 | Apr 30, 2026 |
| Pursuit Wealth Management LLC | History | No change | 8,213 | 734 | 0.63% | 0.63% | 1554 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 8,034 | 727 | 0.49% | 0.49% | 1555 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 8,013 | 725 | 0.14% | 0.06% | 1556 | +4,577 | 133.21% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Reduced | 8,017 | 725 | 0.09% | 0.11% | 1557 | -1,561 | -16.3% | Q1 2026 | Apr 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 8,006 | 724 | 0.02% | 0.01% | 1558 | +148 | 1.88% | Q1 2026 | May 07, 2026 |
| Wise Wealth Partners | History | No change | 7,981 | 722 | 0.98% | 1.02% | 1559 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Millington Financial Advisors, LLC | History | No change | 7,593 | 718 | 0.3% | 0.32% | 1560 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 8,181 | 717 | 0.04% | 0.04% | 1561 | +822 | 11.17% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | Added to | 7,926 | 717 | 0.13% | 0.12% | 1562 | +330 | 4.34% | Q1 2026 | Apr 24, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 7,871 | 712 | 0.25% | 0.24% | 1563 | +535 | 7.29% | Q1 2026 | Apr 28, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 7,843 | 709 | 0.15% | — | 1566 | +7,843 | New | Q1 2026 | May 13, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 7,832 | 709 | 0.1% | 0.1% | 1564 | -65 | -0.82% | Q1 2026 | Apr 20, 2026 |
| Balboa Wealth Partners | History | Reduced | 7,842 | 709 | 0.12% | 0.12% | 1565 | -34 | -0.43% | Q1 2026 | Apr 16, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 7,821 | 708 | 0.16% | 0.2% | 1567 | -93 | -1.18% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 7,915 | 706 | 0.05% | 0.03% | 1568 | +3,903 | 97.28% | Q1 2026 | May 05, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 7,785 | 704 | 0.3% | 0.32% | 1569 | +100 | 1.3% | Q1 2026 | Apr 13, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | New | 7,335 | 698 | 0.22% | — | 1572 | +7,335 | New | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 7,720 | 698 | 0.02% | 0.02% | 1571 | +2,554 | 49.44% | Q1 2026 | May 06, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 7,719 | 698 | 0.09% | 0.09% | 1570 | +38 | 0.49% | Q1 2026 | May 07, 2026 |
| Tidemark, LLC | History | New | 7,671 | 694 | 0.18% | — | 1575 | +7,671 | New | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 7,666 | 694 | 0.07% | 0.08% | 1574 | +792 | 11.52% | Q1 2026 | Apr 23, 2026 |
| Blue Chip Partners, LLC | History | Added to | 7,673 | 694 | 0.05% | 0.05% | 1573 | +78 | 1.03% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 7,664 | 693 | 0.01% | — | 1576 | +7,664 | New | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,649 | 692 | 0.06% | 0.05% | 1577 | -1,748 | -18.6% | Q1 2026 | May 14, 2026 |
| Kingsman Wealth Management, Inc. | History | No change | 7,624 | 690 | 0.39% | 0.37% | 1578 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 7,613 | 689 | 0.12% | 0.11% | 1579 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 7,536 | 682 | 0.07% | 0.07% | 1580 | +225 | 3.08% | Q1 2026 | May 13, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 7,528 | 681 | 0.39% | — | 1583 | +7,528 | New | Q1 2026 | May 11, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 7,531 | 681 | 0.19% | 0.28% | 1581 | -2,378 | -24.0% | Q1 2026 | May 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 7,527 | 681 | 0.1% | 0.09% | 1582 | +666 | 9.71% | Q1 2026 | Apr 15, 2026 |
| Heartland Bank & Trust Co | History | New | 7,520 | 680 | 0.15% | — | 1585 | +7,520 | New | Q1 2026 | May 06, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 7,518 | 680 | 0.12% | 0.15% | 1584 | -1,710 | -18.53% | Q1 2026 | Apr 23, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 7,510 | 679 | 0.1% | 0.1% | 1586 | -100 | -1.31% | Q1 2026 | May 11, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 7,463 | 675 | 0.26% | 0.28% | 1588 | -274 | -3.54% | Q1 2026 | Apr 21, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 7,464 | 675 | 0.05% | 0.05% | 1587 | +219 | 3.02% | Q1 2026 | May 07, 2026 |
| Inscription Capital, LLC | History | No change | 7,460 | 675 | 0.07% | 0.07% | 1589 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 7,449 | 674 | 0.14% | 0.15% | 1590 | -411 | -5.23% | Q1 2026 | Apr 10, 2026 |
| Impact Capital Partners LLC | History | Reduced | 7,415 | 671 | 0.2% | 0.25% | 1592 | -2,143 | -22.42% | Q1 2026 | Apr 10, 2026 |
| CITY HOLDING CO | History | Added to | 7,413 | 671 | 0.08% | 0.08% | 1591 | +60 | 0.82% | Q1 2026 | Apr 15, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 7,403 | 670 | 0.45% | 0.46% | 1593 | -541 | -6.81% | Q1 2026 | Apr 21, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 6,939 | 669 | 0.24% | 0.27% | 1594 | -257 | -3.57% | Q1 2026 | May 08, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | No change | 7,363 | 667 | 0.15% | 0.14% | 1595 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Allegheny Financial Group | History | Added to | 7,361 | 666 | 0.09% | 0.1% | 1596 | +12 | 0.16% | Q1 2026 | Apr 16, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 7,023 | 666 | 0.33% | 0.34% | 1597 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 1ST SOURCE BANK | History | Added to | 7,294 | 660 | 0.03% | 0.03% | 1598 | +209 | 2.95% | Q1 2026 | May 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 7,286 | 659 | 0.07% | 0.07% | 1599 | +15 | 0.21% | Q1 2026 | Apr 30, 2026 |
| My Personal CFO, LLC | History | New | 7,260 | 657 | 0.29% | — | 1600 | +7,260 | New | Q1 2026 | Apr 21, 2026 |
| MOTCO | History | Reduced | 7,256 | 656 | 0.06% | 0.08% | 1601 | -2,168 | -23.01% | Q1 2026 | Apr 22, 2026 |
| Oak Grove Capital LLC | History | New | 7,236 | 655 | 0.06% | — | 1605 | +7,236 | New | Q1 2026 | May 13, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 7,239 | 655 | 0.02% | 0.01% | 1602 | +443 | 6.52% | Q1 2026 | May 15, 2026 |
| RVW Wealth, LLC | History | Added to | 7,239 | 655 | 0.05% | 0.05% | 1604 | +100 | 1.4% | Q1 2026 | Apr 08, 2026 |
| Legacy Private Trust Co. | History | Added to | 7,236 | 655 | 0.04% | 0.04% | 1603 | +15 | 0.21% | Q1 2026 | Apr 07, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 7,226 | 654 | 0.47% | 3.37% | 1607 | -44,184 | -85.94% | Q1 2026 | Apr 17, 2026 |
| Smith Thornton Advisors LLC | History | No change | 7,224 | 654 | 0.33% | 0.33% | 1606 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 7,222 | 653 | 0.02% | 0.02% | 1608 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Van Diest Capital, LLC | History | New | 7,202 | 652 | 0.51% | — | 1610 | +7,202 | New | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 7,208 | 652 | 0.03% | 0.04% | 1609 | -2,208 | -23.45% | Q1 2026 | May 04, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 7,198 | 651 | 0.12% | 0.18% | 1611 | -4,073 | -36.14% | Q1 2026 | May 11, 2026 |
| Destination Wealth Management | History | Reduced | 7,180 | 650 | 0.02% | 0.02% | 1612 | -967 | -11.87% | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 7,126 | 645 | 0.06% | — | 1615 | +7,126 | New | Q1 2026 | May 06, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 7,131 | 645 | 0.14% | 0.13% | 1613 | +840 | 13.35% | Q1 2026 | Apr 21, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 7,128 | 645 | 0.13% | 0.14% | 1614 | -521 | -6.81% | Q1 2026 | May 14, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 7,121 | 644 | 0.09% | 0.1% | 1616 | +158 | 2.27% | Q1 2026 | Apr 24, 2026 |
| SACHEM HILL LLC | History | Reduced | 7,079 | 640 | 0.12% | 0.12% | 1617 | -82 | -1.15% | Q1 2026 | May 13, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 7,048 | 638 | 0.28% | 0.37% | 1618 | -2,298 | -24.59% | Q1 2026 | Apr 29, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 7,030 | 636 | 0.08% | 0.07% | 1619 | +1,170 | 19.97% | Q1 2026 | Apr 23, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 7,035 | 636 | 0.24% | 0.24% | 1620 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 6,901 | 634 | 0.03% | 0.03% | 1621 | +795 | 13.02% | Q1 2026 | Apr 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 7,014 | 634 | 0.11% | 0.1% | 1622 | +345 | 5.17% | Q1 2026 | Apr 21, 2026 |
| Keenan, LLC | History | Reduced | 6,996 | 633 | 0.53% | 0.94% | 1625 | -4,914 | -41.26% | Q1 2026 | Apr 22, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 7,003 | 633 | 0.99% | 1.77% | 1624 | -4,906 | -41.2% | Q1 2026 | May 04, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Reduced | 7,000 | 633 | 0.04% | 0.05% | 1623 | -2,000 | -22.22% | Q1 2026 | Apr 29, 2026 |
| Vantage Financial Partners, LLC | History | No change | 7,053 | 630 | 0.13% | 0.13% | 1626 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Planning LLC | History | Reduced | 6,950 | 629 | 0.2% | 0.23% | 1627 | -2,119 | -23.37% | Q1 2026 | Apr 29, 2026 |
| Fortis Capital Management LLC | History | Added to | 6,951 | 629 | 0.06% | 0.06% | 1628 | +1,535 | 28.34% | Q1 2026 | May 11, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 6,484 | 629 | 0.47% | 0.5% | 1630 | -217 | -3.24% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Added to | 6,958 | 629 | 0.13% | 0.14% | 1629 | +206 | 3.05% | Q1 2026 | May 04, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 6,937 | 628 | 0.28% | 0.19% | 1631 | +2,007 | 40.71% | Q1 2026 | Apr 28, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 6,934 | 627 | 0.12% | 0.13% | 1632 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OneAscent Financial Services LLC | History | Added to | 6,917 | 626 | 0.03% | 0.06% | 1633 | +212 | 3.16% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 6,910 | 625 | 0.04% | 0.05% | 1634 | -600 | -7.99% | Q1 2026 | Apr 21, 2026 |
| Keener Financial Planning LLC | History | Added to | 6,901 | 624 | 0.26% | 0.24% | 1635 | +592 | 9.38% | Q1 2026 | May 01, 2026 |
| Boston Trust Walden Corp | History | Added to | 6,882 | 623 | 0.01% | 0.0% | 1636 | +327 | 4.99% | Q1 2026 | Apr 24, 2026 |
| CGN Advisors LLC | History | Added to | 6,851 | 620 | 0.05% | 0.03% | 1638 | +2,631 | 62.35% | Q1 2026 | Apr 13, 2026 |
| Oldfather Financial Services, LLC | History | No change | 6,935 | 620 | 0.18% | 0.18% | 1637 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 6,840 | 619 | 0.37% | 0.31% | 1639 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 6,765 | 612 | 0.22% | 0.22% | 1640 | -93 | -1.36% | Q1 2026 | Apr 14, 2026 |
| Advisory Advocates, LLC | History | Added to | 6,743 | 610 | 0.62% | 0.39% | 1641 | +2,395 | 55.08% | Q1 2026 | May 05, 2026 |
| Compass Financial Services Inc | History | Added to | 6,728 | 609 | 0.26% | 0.24% | 1642 | +592 | 9.65% | Q1 2026 | May 01, 2026 |
| TFO Wealth Partners, LLC | History | New | 6,698 | 606 | 0.08% | — | 1644 | +6,698 | New | Q1 2026 | May 08, 2026 |
| Centurion Wealth Management LLC | History | Added to | 6,702 | 606 | 0.14% | 0.13% | 1643 | +272 | 4.23% | Q1 2026 | Apr 10, 2026 |
| Noble Wealth Management PBC | History | No change | 6,690 | 605 | 0.3% | 0.3% | 1645 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Argentarii, LLC | History | Reduced | 6,649 | 601 | 0.21% | 0.24% | 1646 | -1,500 | -18.41% | Q1 2026 | May 12, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 6,612 | 598 | 0.34% | 0.32% | 1647 | +256 | 4.03% | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | Added to | 6,595 | 597 | 0.02% | 0.01% | 1648 | +2,909 | 78.92% | Q1 2026 | Apr 28, 2026 |
| SFMG, LLC | History | Added to | 6,579 | 595 | 0.04% | 0.04% | 1649 | +119 | 1.84% | Q1 2026 | May 12, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 6,555 | 593 | 0.23% | 0.21% | 1650 | +830 | 14.5% | Q1 2026 | May 11, 2026 |
| Oath Planning, LLC | History | Reduced | 6,559 | 593 | 0.53% | 0.58% | 1651 | -66 | -1.0% | Q1 2026 | May 08, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 6,543 | 592 | 0.07% | 0.07% | 1652 | -396 | -5.71% | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 6,521 | 590 | 0.1% | 0.1% | 1653 | -53 | -0.81% | Q1 2026 | Apr 16, 2026 |
| Forum Financial Management, LP | History | Added to | 6,514 | 589 | 0.01% | 0.01% | 1655 | +837 | 14.74% | Q1 2026 | Apr 23, 2026 |
| Accredited Investors Inc. | History | No change | 6,509 | 589 | 0.03% | 0.03% | 1654 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 6,491 | 587 | 0.11% | 0.1% | 1656 | -340 | -4.98% | Q1 2026 | May 20, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 6,464 | 585 | 0.14% | 0.31% | 1657 | +2,650 | 69.48% | Q1 2026 | May 12, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 6,528 | 584 | 0.74% | — | 1659 | +6,528 | New | Q1 2026 | May 07, 2026 |
| ELLERSON GROUP INC /ADV | History | Added to | 6,460 | 584 | 0.38% | 0.39% | 1658 | +70 | 1.1% | Q1 2026 | May 04, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 6,426 | 581 | 0.06% | 0.04% | 1660 | +2,003 | 45.29% | Q1 2026 | May 08, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 6,398 | 579 | 0.1% | 0.12% | 1661 | +619 | 10.71% | Q1 2026 | Apr 09, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 6,377 | 577 | 1.3% | — | 1664 | +6,377 | New | Q1 2026 | May 15, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 6,377 | 577 | 0.1% | 0.1% | 1663 | -120 | -1.85% | Q1 2026 | May 04, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 6,382 | 577 | 0.12% | 0.12% | 1662 | +12 | 0.19% | Q1 2026 | Apr 20, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 6,372 | 576 | 0.15% | 0.15% | 1665 | -173 | -2.64% | Q1 2026 | Apr 15, 2026 |
| Verum Partners LLC | History | Added to | 6,372 | 576 | 0.11% | 0.11% | 1666 | +111 | 1.77% | Q1 2026 | Apr 15, 2026 |
| Gibbs Wealth Management | History | New | 6,354 | 575 | 0.08% | — | 1667 | +6,354 | New | Q1 2026 | May 13, 2026 |
| Elevation Wealth Management LLC | History | Added to | 6,283 | 568 | 0.52% | 0.47% | 1669 | +764 | 13.84% | Q1 2026 | May 11, 2026 |
| Leo Wealth, LLC | History | Added to | 6,285 | 568 | 0.04% | 0.04% | 1668 | +236 | 3.9% | Q1 2026 | May 05, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 6,270 | 567 | 0.02% | 0.02% | 1670 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kennebec Savings Bank | History | Reduced | 6,256 | 566 | 0.51% | 0.5% | 1671 | -196 | -3.04% | Q1 2026 | Apr 17, 2026 |
| Riverwater Partners LLC | History | Reduced | 6,237 | 564 | 0.19% | 0.22% | 1674 | -47 | -0.75% | Q1 2026 | May 07, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 6,240 | 564 | 0.03% | 0.02% | 1672 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | No change | 6,239 | 564 | 0.03% | 0.03% | 1673 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lynx Investment Advisory | History | Added to | 6,228 | 563 | 0.27% | 0.15% | 1675 | +3,056 | 96.34% | Q1 2026 | Apr 24, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 6,219 | 563 | 0.29% | 0.31% | 1676 | -333 | -5.08% | Q1 2026 | Apr 21, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 6,204 | 561 | 0.22% | 0.22% | 1677 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CPWA, LLC | History | New | 5,750 | 558 | 0.67% | — | 1678 | +5,750 | New | Q1 2026 | May 13, 2026 |
| River Wealth Advisors LLC | History | Added to | 6,160 | 557 | 0.06% | 0.06% | 1679 | +72 | 1.18% | Q1 2026 | May 13, 2026 |
| EPG Wealth Management LLC | History | Reduced | 6,139 | 555 | 0.15% | 0.15% | 1680 | -9 | -0.15% | Q1 2026 | May 07, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 6,112 | 553 | 0.09% | 0.08% | 1681 | -75 | -1.21% | Q1 2026 | May 04, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 6,110 | 553 | 0.34% | 0.34% | 1682 | +2 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Rathbones Group PLC | History | No change | 6,100 | 552 | 0.0% | 0.0% | 1683 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 5,788 | 551 | 0.01% | 0.0% | 1684 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 6,077 | 550 | 0.02% | 0.02% | 1685 | -2,920 | -32.46% | Q1 2026 | May 18, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 6,074 | 549 | 0.07% | 0.08% | 1686 | -1,015 | -14.32% | Q1 2026 | Apr 27, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 6,031 | 545 | 0.25% | 2.22% | 1687 | -51,232 | -89.47% | Q1 2026 | May 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 6,005 | 543 | 0.17% | 0.14% | 1688 | -1,314 | -17.95% | Q1 2026 | May 12, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 5,983 | 541 | 0.03% | 0.03% | 1690 | +71 | 1.2% | Q1 2026 | May 12, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 5,978 | 541 | 0.15% | 0.15% | 1689 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 5,965 | 540 | 0.25% | 0.27% | 1691 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INVESTED ADVISORS | History | No change | 5,919 | 535 | 0.54% | 0.55% | 1692 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Berger Financial Group, Inc | History | Added to | 5,883 | 532 | 0.03% | 0.03% | 1693 | +516 | 9.61% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 5,881 | 532 | 0.18% | 0.19% | 1694 | -64 | -1.08% | Q1 2026 | Apr 23, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 5,876 | 531 | 0.34% | 0.34% | 1695 | -144 | -2.39% | Q1 2026 | Apr 07, 2026 |
| Latko Wealth Management, Ltd. | History | New | 5,852 | 529 | 0.26% | — | 1696 | +5,852 | New | Q1 2026 | Apr 29, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 5,818 | 526 | 0.47% | 1.41% | 1700 | -7,255 | -55.5% | Q1 2026 | Apr 23, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 5,814 | 526 | 0.05% | 0.04% | 1698 | +1,957 | 50.74% | Q1 2026 | Apr 22, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 5,819 | 526 | 0.09% | 0.09% | 1697 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MBA Advisors LLC | History | No change | 5,814 | 526 | 0.2% | 0.21% | 1699 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TrustBank | History | No change | 5,815 | 526 | 0.2% | 0.22% | 1701 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 5,778 | 523 | 0.14% | 0.14% | 1703 | -396 | -6.41% | Q1 2026 | Apr 20, 2026 |
| Zhang Financial LLC | History | Added to | 5,783 | 523 | 0.02% | 0.02% | 1702 | +54 | 0.94% | Q1 2026 | May 06, 2026 |
| South Shore Capital Advisors | History | Reduced | 5,764 | 521 | 0.38% | 0.42% | 1705 | -686 | -10.64% | Q1 2026 | Apr 28, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 5,758 | 521 | 0.17% | 0.19% | 1704 | -482 | -7.72% | Q1 2026 | May 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 5,764 | 521 | 0.33% | 0.17% | 1706 | -121 | -2.06% | Q1 2026 | May 01, 2026 |
| Navalign, LLC | History | Reduced | 5,734 | 519 | 0.13% | 0.13% | 1707 | -62 | -1.07% | Q1 2026 | Apr 29, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 5,726 | 518 | 0.15% | 0.15% | 1708 | -5,726 | -50.0% | Q1 2026 | Apr 16, 2026 |
| Gray Private Wealth, LLC | History | Added to | 5,712 | 517 | 0.26% | 0.23% | 1709 | +439 | 8.33% | Q1 2026 | May 06, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 5,719 | 517 | 0.36% | 0.33% | 1710 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Synergy Financial Group, LTD | History | New | 5,709 | 516 | 0.39% | — | 1713 | +5,709 | New | Q1 2026 | May 14, 2026 |
| GFS Advisors, LLC | History | New | 5,200 | 516 | 0.07% | — | 1712 | +5,200 | New | Q1 2026 | Apr 30, 2026 |
| BCGM Wealth Management, LLC | History | No change | 5,700 | 516 | 0.13% | 0.13% | 1711 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 5,692 | 515 | 0.14% | — | 1717 | +5,692 | New | Q1 2026 | Apr 09, 2026 |
| Lavaca Capital LLC | History | Added to | 5,696 | 515 | 0.09% | 0.07% | 1714 | +564 | 10.99% | Q1 2026 | May 13, 2026 |
| DDFG, Inc | History | Added to | 5,695 | 515 | 0.11% | 0.11% | 1715 | +55 | 0.98% | Q1 2026 | Apr 22, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 5,694 | 515 | 0.43% | 0.46% | 1716 | +10 | 0.18% | Q1 2026 | Apr 22, 2026 |
| Inlet Private Wealth, LLC | History | Reduced | 5,684 | 514 | 0.13% | 0.12% | 1718 | -150 | -2.57% | Q1 2026 | May 13, 2026 |
| Berkeley, Inc | History | No change | 5,679 | 514 | 0.17% | 0.16% | 1719 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 5,676 | 513 | 0.12% | 0.14% | 1721 | -182 | -3.11% | Q1 2026 | Apr 20, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,667 | 513 | 0.02% | 0.02% | 1720 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 5,664 | 512 | 0.41% | 0.58% | 1723 | -2,615 | -31.59% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 5,663 | 512 | 0.05% | 0.04% | 1722 | +340 | 6.39% | Q1 2026 | Apr 13, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 5,645 | 511 | 0.1% | 0.09% | 1724 | +1,162 | 25.92% | Q1 2026 | May 11, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 5,636 | 510 | 0.04% | 0.03% | 1725 | +115 | 2.08% | Q1 2026 | Apr 28, 2026 |
| Darden Wealth Group Inc | History | Reduced | 5,626 | 509 | 0.26% | 0.57% | 1726 | -7,400 | -56.81% | Q1 2026 | May 08, 2026 |
| Trust Co of the South | History | Reduced | 5,620 | 508 | 0.08% | 0.1% | 1727 | -1,555 | -21.67% | Q1 2026 | Apr 06, 2026 |
| Sunesis Advisors, LLC | History | New | 5,601 | 507 | 0.23% | — | 1730 | +5,601 | New | Q1 2026 | May 14, 2026 |
| Bellwether Advisors, LLC | History | Added to | 5,603 | 507 | 0.09% | 0.05% | 1728 | +2,273 | 68.26% | Q1 2026 | May 12, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 5,609 | 507 | 0.33% | 0.34% | 1729 | -63 | -1.11% | Q1 2026 | Apr 21, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,596 | 506 | 0.07% | 0.09% | 1733 | -348 | -5.85% | Q1 2026 | May 08, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 5,591 | 506 | 0.18% | 0.17% | 1731 | +40 | 0.72% | Q1 2026 | May 06, 2026 |
| Blue Edge Capital, LLC | History | No change | 5,663 | 506 | 0.07% | 0.07% | 1732 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pearl Planning LLC | History | No change | 5,587 | 505 | 0.27% | 0.31% | 1734 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 5,575 | 504 | 0.08% | 0.06% | 1736 | +1,254 | 29.02% | Q1 2026 | Apr 09, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 5,571 | 504 | 0.02% | 0.02% | 1735 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sensible Money, LLC | History | Reduced | 5,545 | 502 | 0.15% | 0.16% | 1737 | -144 | -2.53% | Q1 2026 | Apr 21, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 5,535 | 501 | 0.26% | 0.14% | 1738 | +3,201 | 137.15% | Q1 2026 | Apr 30, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 5,533 | 500 | 0.09% | 0.07% | 1739 | +923 | 20.02% | Q1 2026 | Apr 21, 2026 |
| Advisory Alpha, LLC | History | Added to | 5,512 | 499 | 0.01% | 0.01% | 1740 | +1,327 | 31.71% | Q1 2026 | May 14, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 5,519 | 499 | 0.12% | 0.1% | 1742 | +990 | 21.86% | Q1 2026 | Apr 20, 2026 |
| Heritage Financial Services, LLC | History | No change | 5,588 | 499 | 0.04% | 0.04% | 1741 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MGB Wealth Management, LLC | History | No change | 5,554 | 497 | 0.14% | 0.14% | 1743 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 5,480 | 496 | 0.0% | — | 1744 | +5,480 | New | Q1 2026 | May 14, 2026 |
| Shade Tree Advisors LLC | History | No change | 5,469 | 495 | 0.35% | 0.37% | 1745 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atlatl Advisers LLC | History | No change | 5,477 | 495 | 0.37% | 0.19% | 1746 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DB&C Advisors, LLC | History | Reduced | 5,433 | 491 | 0.64% | 0.64% | 1748 | -320 | -5.56% | Q1 2026 | Apr 24, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 5,427 | 491 | 0.16% | 0.17% | 1747 | -66 | -1.2% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 5,418 | 490 | 0.0% | 0.0% | 1749 | +2,223 | 69.58% | Q1 2026 | May 13, 2026 |
| Heirloom Wealth Management | History | New | 5,404 | 489 | 0.09% | — | 1752 | +5,404 | New | Q1 2026 | Apr 14, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 5,407 | 489 | 0.22% | 0.21% | 1751 | -157 | -2.82% | Q1 2026 | Apr 23, 2026 |
| Fairman Group, LLC | History | No change | 5,404 | 489 | 0.42% | 0.39% | 1750 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 5,395 | 488 | 0.16% | 0.19% | 1753 | -1,065 | -16.49% | Q1 2026 | May 08, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 5,383 | 487 | 0.03% | 0.03% | 1754 | +942 | 21.21% | Q1 2026 | Apr 20, 2026 |
| Thayer Financial, L.L.C. | History | Reduced | 5,378 | 486 | 0.5% | 0.52% | 1755 | -81 | -1.48% | Q1 2026 | Apr 13, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 5,367 | 485 | 0.09% | 0.04% | 1756 | +3,185 | 145.97% | Q1 2026 | Apr 14, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 5,326 | 482 | 0.23% | 0.17% | 1757 | +1,126 | 26.81% | Q1 2026 | Apr 27, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 5,322 | 481 | 0.1% | 0.05% | 1758 | +2,687 | 101.97% | Q1 2026 | Apr 30, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 5,297 | 479 | 0.33% | 0.35% | 1759 | -514 | -8.85% | Q1 2026 | Apr 16, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 5,288 | 478 | 0.03% | 0.03% | 1760 | +453 | 9.37% | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 5,277 | 477 | 0.15% | 0.15% | 1761 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 5,264 | 476 | 0.15% | 0.16% | 1762 | -80 | -1.5% | Q1 2026 | May 08, 2026 |
| ENZI WEALTH | History | Reduced | 5,246 | 474 | 0.16% | 0.19% | 1763 | -667 | -11.28% | Q1 2026 | Apr 24, 2026 |
| Tidal Investments LLC | History | Added to | 5,227 | 473 | 0.0% | 0.0% | 1764 | +1,766 | 51.03% | Q1 2026 | May 15, 2026 |
| New World Advisors LLC | History | Reduced | 5,223 | 472 | 0.08% | 0.09% | 1765 | -856 | -14.08% | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,922 | 470 | 0.04% | 0.03% | 1767 | +491 | 11.08% | Q1 2026 | May 01, 2026 |
| Legacy Financial Group LLC | History | Reduced | 5,198 | 470 | 0.06% | 0.06% | 1766 | -134 | -2.51% | Q1 2026 | May 04, 2026 |
| Downshift Financial, LLC | History | No change | 4,989 | 470 | 0.24% | 0.29% | 1768 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SB Capital Management Inc | History | No change | 5,248 | 469 | 0.17% | 0.17% | 1769 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 5,179 | 468 | 0.08% | — | 1770 | +5,179 | New | Q1 2026 | Apr 28, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 5,161 | 467 | 0.06% | 0.06% | 1772 | +101 | 2.0% | Q1 2026 | May 06, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 5,162 | 467 | 0.04% | 0.04% | 1771 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 5,156 | 466 | 0.22% | 0.21% | 1773 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Coastline Complete Wealth LLC | History | New | 5,144 | 465 | 0.29% | — | 1775 | +5,144 | New | Q1 2026 | May 22, 2026 |
| Plan A Wealth LLC | History | No change | 5,140 | 465 | 0.22% | 0.22% | 1774 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Reduced | 5,109 | 462 | 0.07% | 0.09% | 1776 | -4,844 | -48.67% | Q1 2026 | Apr 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 5,095 | 461 | 0.06% | 0.05% | 1778 | +129 | 2.6% | Q1 2026 | Apr 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 5,097 | 461 | 0.08% | 0.08% | 1777 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 5,085 | 460 | 0.05% | 0.06% | 1779 | -229 | -4.31% | Q1 2026 | May 12, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 4,998 | 459 | 0.08% | 0.09% | 1780 | -773 | -13.39% | Q1 2026 | Apr 08, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 4,726 | 457 | 0.06% | 0.08% | 1781 | +47 | 1.0% | Q1 2026 | May 11, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 5,026 | 455 | 0.05% | 0.04% | 1783 | +681 | 15.67% | Q1 2026 | Apr 24, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 5,035 | 455 | 0.01% | 0.01% | 1782 | -154 | -2.97% | Q1 2026 | May 04, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 4,932 | 446 | 0.18% | 0.19% | 1784 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| August Group Capital Ltd | History | Added to | 4,914 | 444 | 0.52% | 0.42% | 1785 | +642 | 15.03% | Q1 2026 | May 14, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 4,896 | 443 | 0.34% | 0.34% | 1787 | +295 | 6.41% | Q1 2026 | Apr 21, 2026 |
| BURNEY CO/ | History | Added to | 4,895 | 443 | 0.01% | 0.01% | 1786 | +241 | 5.18% | Q1 2026 | Apr 29, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 4,885 | 442 | 0.03% | 0.03% | 1788 | +24 | 0.49% | Q1 2026 | May 01, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 4,878 | 441 | 0.05% | 0.07% | 1789 | -1,183 | -19.52% | Q1 2026 | May 05, 2026 |
| Range Financial Group LLC | History | Reduced | 4,876 | 441 | 0.15% | 0.15% | 1791 | -36 | -0.73% | Q1 2026 | Apr 30, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 4,882 | 441 | 0.09% | 0.1% | 1790 | -30 | -0.61% | Q1 2026 | May 06, 2026 |
| Vantus Wealth LLC | History | No change | 4,940 | 441 | 0.32% | 0.32% | 1792 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 4,869 | 440 | 0.22% | 0.15% | 1793 | +1,692 | 53.26% | Q1 2026 | Apr 27, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | No change | 4,855 | 439 | 0.06% | 0.05% | 1794 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 4,857 | 439 | 0.08% | 0.08% | 1795 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Synergy Asset Management, LLC | History | Added to | 4,845 | 438 | 0.05% | 0.02% | 1797 | +2,574 | 113.34% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 4,842 | 438 | 0.03% | 0.02% | 1796 | +1,265 | 35.36% | Q1 2026 | Apr 08, 2026 |
| AUCTUS ADVISORS LLC | History | Reduced | 4,833 | 437 | 0.41% | 0.44% | 1799 | -562 | -10.42% | Q1 2026 | Apr 23, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 4,834 | 437 | 0.05% | 0.05% | 1798 | -62 | -1.27% | Q1 2026 | Apr 15, 2026 |
| Meridian Financial Advisors, LLC | History | New | 4,820 | 436 | 0.24% | — | 1801 | +4,820 | New | Q1 2026 | Apr 21, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 4,826 | 436 | 0.01% | 0.01% | 1800 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 4,795 | 434 | 0.13% | 0.12% | 1803 | +455 | 10.48% | Q1 2026 | May 04, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 4,801 | 434 | 0.15% | 0.16% | 1802 | -216 | -4.31% | Q1 2026 | Apr 22, 2026 |
| Old Peak Finance LLC | History | No change | 4,799 | 434 | 0.25% | 0.26% | 1804 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 4,801 | 434 | 0.06% | 0.08% | 1805 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 4,784 | 433 | 0.05% | 0.05% | 1806 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Seneca Financial Advisors LLC | History | No change | 4,785 | 433 | 0.13% | 0.13% | 1807 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 4,777 | 432 | 0.15% | — | 1809 | +4,777 | New | Q1 2026 | Apr 21, 2026 |
| Wellington Grp LLC | History | Reduced | 4,772 | 432 | 0.13% | 0.2% | 1808 | -1,996 | -29.49% | Q1 2026 | May 22, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 4,766 | 431 | 0.22% | 0.18% | 1811 | +1,062 | 28.67% | Q1 2026 | May 13, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 4,765 | 431 | 0.21% | 0.12% | 1810 | +34 | 0.72% | Q1 2026 | Apr 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 4,714 | 426 | 0.11% | 0.1% | 1812 | +145 | 3.17% | Q1 2026 | Apr 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 4,704 | 425 | 0.06% | 0.05% | 1813 | +1,135 | 31.8% | Q1 2026 | Apr 24, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 4,680 | 423 | 0.23% | 0.23% | 1816 | -171 | -3.53% | Q1 2026 | Apr 16, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 4,675 | 423 | 0.01% | 0.01% | 1814 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | No change | 4,673 | 423 | 0.06% | 0.06% | 1815 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 4,720 | 422 | 0.06% | 0.06% | 1817 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Uptown Financial Advisors LLC | History | No change | 4,660 | 421 | 0.33% | 0.3% | 1818 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Curat Global, LLC | History | Added to | 4,639 | 420 | 0.41% | 0.03% | 1821 | +4,300 | 1268.44% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,646 | 420 | 0.05% | 0.05% | 1820 | -641 | -12.12% | Q1 2026 | Apr 28, 2026 |
| Legacy Advisors, LLC | History | No change | 4,649 | 420 | 0.05% | 0.04% | 1819 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Concentrum Wealth Management | History | New | 4,636 | 419 | 0.12% | — | 1822 | +4,636 | New | Q1 2026 | May 04, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 4,628 | 418 | 0.11% | 0.11% | 1823 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 4,601 | 416 | 0.01% | 0.01% | 1825 | +836 | 22.2% | Q1 2026 | May 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 4,598 | 416 | 0.14% | 0.16% | 1824 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THEORY FINANCIAL LLC | History | No change | 4,604 | 416 | 0.15% | 0.15% | 1826 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GSG Advisors LLC | History | No change | 4,597 | 416 | 0.11% | 0.11% | 1827 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| XML Financial, LLC | History | Reduced | 4,593 | 415 | 0.03% | 0.04% | 1829 | -1,011 | -18.04% | Q1 2026 | Apr 16, 2026 |
| WULFF, HANSEN & CO. | History | No change | 4,585 | 415 | 0.42% | 0.34% | 1828 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 4,592 | 415 | 0.01% | 0.01% | 1830 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Added to | 4,574 | 414 | 0.09% | 0.09% | 1831 | +27 | 0.59% | Q1 2026 | Apr 27, 2026 |
| DGS Capital Management, LLC | History | Added to | 4,567 | 413 | 0.07% | 0.07% | 1832 | +258 | 5.99% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,558 | 412 | 0.02% | 0.02% | 1833 | +1,421 | 45.3% | Q1 2026 | May 07, 2026 |
| Flatrock Wealth Partners LLC | History | New | 4,545 | 411 | 0.18% | — | 1835 | +4,545 | New | Q1 2026 | Apr 29, 2026 |
| PAX Financial Group, LLC | History | Reduced | 4,548 | 411 | 0.07% | 0.08% | 1834 | -393 | -7.95% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 4,390 | 409 | 0.06% | 0.25% | 1836 | -79,618 | -94.77% | Q1 2026 | May 01, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 4,518 | 408 | 0.14% | 0.13% | 1837 | +49 | 1.1% | Q1 2026 | May 15, 2026 |
| Avondale Wealth Management | History | No change | 4,500 | 407 | 0.2% | 0.21% | 1838 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 4,451 | 406 | 0.01% | 0.0% | 1839 | +2,159 | 94.2% | Q1 2026 | Apr 08, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 4,463 | 404 | 0.03% | 0.03% | 1840 | +68 | 1.55% | Q1 2026 | Apr 27, 2026 |
| Abacus Planning Group, Inc. | History | New | 4,445 | 402 | 0.05% | — | 1844 | +4,445 | New | Q1 2026 | Apr 07, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 4,443 | 402 | 0.03% | 0.04% | 1841 | -1,049 | -19.1% | Q1 2026 | Apr 15, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 4,446 | 402 | 0.4% | 0.34% | 1843 | +455 | 11.4% | Q1 2026 | Apr 21, 2026 |
| GatePass Capital, LLC | History | No change | 4,441 | 402 | 0.19% | 0.2% | 1842 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | New | 4,434 | 401 | 0.18% | — | 1849 | +4,434 | New | Q1 2026 | Apr 10, 2026 |
| Roberts Wealth Advisors, LLC | History | New | 4,432 | 401 | 0.1% | — | 1848 | +4,432 | New | Q1 2026 | Apr 07, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 4,436 | 401 | 0.05% | 0.04% | 1845 | +689 | 18.39% | Q1 2026 | Apr 10, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 4,431 | 401 | 0.08% | 0.09% | 1846 | -355 | -7.42% | Q1 2026 | Apr 06, 2026 |
| Manuka Financial, LLC | History | No change | 4,439 | 401 | 0.25% | 0.25% | 1847 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Added to | 4,425 | 400 | 0.27% | 0.14% | 1852 | +2,000 | 82.47% | Q1 2026 | May 14, 2026 |
| FC Advisory LLC | History | Added to | 4,424 | 400 | 0.12% | 0.11% | 1851 | +314 | 7.64% | Q1 2026 | Apr 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 4,427 | 400 | 0.16% | 0.15% | 1850 | +82 | 1.89% | Q1 2026 | Apr 07, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 4,418 | 399 | 0.11% | 0.12% | 1853 | -675 | -13.25% | Q1 2026 | May 05, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 4,375 | 396 | 0.11% | 0.11% | 1854 | -4 | -0.09% | Q1 2026 | May 11, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 4,368 | 395 | 0.27% | 0.27% | 1855 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 4,358 | 394 | 0.08% | 0.08% | 1856 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 4,338 | 392 | 0.08% | 0.11% | 1858 | +214 | 5.19% | Q1 2026 | Apr 22, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 4,341 | 392 | 0.19% | 0.18% | 1857 | +183 | 4.4% | Q1 2026 | Apr 22, 2026 |
| Holcombe Financial, Inc. | History | Added to | 4,322 | 391 | 0.23% | 0.23% | 1861 | +289 | 7.17% | Q1 2026 | Apr 20, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 4,320 | 391 | 0.1% | 0.09% | 1860 | +25 | 0.58% | Q1 2026 | Apr 10, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 4,321 | 391 | 0.05% | 0.05% | 1859 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Burton Enright Welch | History | No change | 4,323 | 391 | 0.05% | 0.05% | 1862 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 4,308 | 389 | 0.07% | 0.07% | 1863 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Copia Wealth Management | History | Reduced | 4,288 | 388 | 0.27% | 0.32% | 1867 | -706 | -14.14% | Q1 2026 | May 04, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 4,290 | 388 | 0.1% | 0.08% | 1864 | +501 | 13.22% | Q1 2026 | May 07, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 4,294 | 388 | 0.14% | 0.15% | 1866 | -409 | -8.7% | Q1 2026 | Apr 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 4,294 | 388 | 0.06% | 0.06% | 1865 | -103 | -2.34% | Q1 2026 | Apr 16, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 4,332 | 387 | 0.11% | 0.11% | 1868 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,255 | 385 | 0.14% | 0.14% | 1870 | +147 | 3.58% | Q1 2026 | Apr 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 4,260 | 385 | 0.03% | 0.03% | 1869 | +1 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Regency Capital Management Inc.\DE | History | Reduced | 4,242 | 384 | 0.17% | 0.2% | 1871 | -1,045 | -19.77% | Q1 2026 | May 05, 2026 |
| CVFG LLC | History | Added to | 4,243 | 384 | 0.05% | 0.23% | 1873 | +470 | 12.46% | Q1 2026 | Apr 29, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 4,245 | 384 | 0.21% | 0.2% | 1872 | +432 | 11.33% | Q1 2026 | May 05, 2026 |
| Adventist Health System/ West | History | New | 4,237 | 383 | 0.07% | — | 1876 | +4,237 | New | Q1 2026 | May 12, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 4,239 | 383 | 0.34% | 0.31% | 1875 | +40 | 0.95% | Q1 2026 | May 01, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | No change | 4,242 | 383 | 0.3% | 0.32% | 1874 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Efficient Advisors, LLC | History | Reduced | 4,228 | 382 | 0.03% | 0.02% | 1878 | -223 | -5.01% | Q1 2026 | Apr 29, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 3,951 | 382 | 0.16% | 0.18% | 1879 | -161 | -3.92% | Q1 2026 | Apr 15, 2026 |
| Canandaigua National Trust Co of Florida | History | No change | 4,230 | 382 | 0.31% | 0.24% | 1877 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Performance Wealth Partners, LLC | History | New | 4,215 | 381 | 0.01% | — | 1882 | +4,215 | New | Q1 2026 | Apr 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 4,214 | 381 | 0.03% | 0.03% | 1881 | -593 | -12.34% | Q1 2026 | May 05, 2026 |
| Cairn Investment Group, Inc. | History | No change | 4,211 | 381 | 0.19% | 0.18% | 1880 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BALLAST ADVISORS LLC | History | No change | 4,184 | 379 | 0.11% | 0.1% | 1883 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 4,189 | 379 | 0.2% | 0.21% | 1884 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 4,179 | 378 | 0.02% | 0.02% | 1885 | -61 | -1.44% | Q1 2026 | May 05, 2026 |
| Hurley Capital, LLC | History | No change | 4,186 | 378 | 0.2% | 0.21% | 1886 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Management LLC | History | No change | 4,168 | 377 | 0.35% | 0.35% | 1887 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Optivise Advisory Services LLC | History | Added to | 4,164 | 376 | 0.23% | 0.17% | 1889 | +880 | 26.8% | Q1 2026 | Apr 15, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 4,155 | 376 | 0.02% | 0.02% | 1888 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 4,150 | 375 | 0.06% | 0.07% | 1890 | -21 | -0.5% | Q1 2026 | Apr 30, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 4,152 | 375 | 0.35% | 0.34% | 1891 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Secure Asset Management, LLC | History | Reduced | 4,134 | 374 | 0.06% | 0.06% | 1892 | -143 | -3.34% | Q1 2026 | Apr 09, 2026 |
| Alamar Capital Management, LLC | History | No change | 4,142 | 374 | 0.23% | 0.2% | 1893 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 4,121 | 373 | 0.1% | 0.1% | 1894 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 4,115 | 372 | 0.04% | 0.04% | 1897 | -204 | -4.72% | Q1 2026 | May 04, 2026 |
| Farrow Financial, Inc. | History | Reduced | 4,116 | 372 | 0.21% | 0.21% | 1895 | -71 | -1.7% | Q1 2026 | May 01, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 3,866 | 372 | 0.27% | 0.27% | 1896 | -7 | -0.18% | Q1 2026 | May 12, 2026 |
| Radnor Capital Management, LLC | History | Reduced | 4,100 | 371 | 0.05% | 0.06% | 1898 | -63 | -1.51% | Q1 2026 | Apr 15, 2026 |
| HORAN Wealth, LLC | History | No change | 4,125 | 370 | 0.04% | 0.06% | 1899 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EJMK Ventures LLC | History | Reduced | 4,083 | 369 | 0.21% | 0.63% | 1901 | -7,431 | -64.54% | Q1 2026 | Apr 24, 2026 |
| Modus Advisors, LLC | History | No change | 4,079 | 369 | 0.1% | 0.1% | 1900 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IF Advisors, LLC | History | New | 4,065 | 368 | 0.26% | — | 1902 | +4,065 | New | Q1 2026 | May 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 4,064 | 367 | 0.19% | 0.19% | 1903 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ESL Trust Services, LLC | History | Added to | 4,048 | 366 | 0.07% | 0.07% | 1904 | +45 | 1.12% | Q1 2026 | May 07, 2026 |
| Summit Global Investments | History | Reduced | 4,025 | 364 | 0.02% | 0.02% | 1905 | -404 | -9.12% | Q1 2026 | May 07, 2026 |
| RHS Financial, LLC | History | Reduced | 4,013 | 363 | 0.17% | 0.2% | 1906 | -524 | -11.55% | Q1 2026 | Apr 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 4,001 | 362 | 0.18% | 0.16% | 1907 | +678 | 20.4% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 4,046 | 361 | 0.12% | 0.12% | 1908 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| One Day In July LLC | History | Added to | 3,986 | 360 | 0.03% | 0.02% | 1909 | +989 | 33.0% | Q1 2026 | May 05, 2026 |
| FSA Advisors, Inc. | History | Reduced | 3,976 | 359 | 0.24% | 0.22% | 1910 | -69,964 | -94.62% | Q1 2026 | May 06, 2026 |
| LAWOOD & CO | History | Added to | 3,966 | 359 | 0.33% | 0.3% | 1912 | +444 | 12.61% | Q1 2026 | Apr 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 3,974 | 359 | 0.26% | 0.26% | 1911 | -20 | -0.5% | Q1 2026 | Apr 29, 2026 |
| Jeter Robert S II | History | New | 3,689 | 358 | 0.36% | — | 1914 | +3,689 | New | Q1 2026 | May 11, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 3,956 | 358 | 0.08% | 0.08% | 1913 | -68 | -1.69% | Q1 2026 | Apr 14, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 3,735 | 357 | 0.08% | 0.12% | 1916 | -1,935 | -34.13% | Q1 2026 | May 01, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 3,951 | 357 | 0.03% | 0.03% | 1915 | -61 | -1.52% | Q1 2026 | Apr 15, 2026 |
| Payne Capital Management, LLC | History | No change | 3,950 | 357 | 0.11% | 0.11% | 1917 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 3,942 | 356 | 0.08% | 0.1% | 1920 | -1,000 | -20.23% | Q1 2026 | Apr 13, 2026 |
| Pines Wealth Management, LLC | History | Added to | 3,934 | 356 | 0.12% | 0.09% | 1921 | +757 | 23.83% | Q1 2026 | Apr 08, 2026 |
| Capital Square, LLC | History | Added to | 3,757 | 356 | 0.16% | 0.14% | 1919 | +741 | 24.57% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 3,942 | 356 | 0.01% | 0.02% | 1918 | -594 | -13.1% | Q1 2026 | Apr 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 3,927 | 355 | 0.03% | 0.07% | 1922 | -7,653 | -66.09% | Q1 2026 | Apr 20, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | No change | 3,900 | 353 | 0.03% | 0.03% | 1923 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 3,897 | 352 | 0.09% | 0.11% | 1924 | +620 | 18.92% | Q1 2026 | Apr 29, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 3,868 | 350 | 0.17% | 1.27% | 1926 | -25,166 | -86.68% | Q1 2026 | Apr 30, 2026 |
| Geometric Wealth Advisors | History | Added to | 3,877 | 350 | 0.04% | 0.04% | 1925 | +762 | 24.46% | Q1 2026 | May 13, 2026 |
| LVW Advisors, LLC | History | No change | 3,857 | 349 | 0.03% | 0.03% | 1927 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 3,853 | 348 | 0.2% | 0.18% | 1928 | +272 | 7.6% | Q1 2026 | Apr 10, 2026 |
| Sage Investment Advisers LLC | History | New | 3,767 | 346 | 0.26% | — | 1931 | +3,767 | New | Q1 2026 | Apr 10, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,828 | 346 | 0.02% | 0.03% | 1930 | -209 | -5.18% | Q1 2026 | Apr 17, 2026 |
| Seascape Capital Management | History | Added to | 3,817 | 346 | 0.1% | 0.1% | 1929 | +67 | 1.79% | Q1 2026 | Apr 28, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 3,801 | 344 | 0.07% | 0.07% | 1932 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 3,796 | 343 | 0.19% | — | 1933 | +3,796 | New | Q1 2026 | May 12, 2026 |
| Millstone Evans Group, LLC | History | Added to | 3,772 | 341 | 0.2% | 0.19% | 1936 | +233 | 6.58% | Q1 2026 | Apr 30, 2026 |
| Clarius Group, LLC | History | No change | 3,821 | 341 | 0.02% | 0.02% | 1934 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 3,773 | 341 | 0.04% | 0.03% | 1935 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 3,734 | 338 | 0.24% | 0.23% | 1937 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 3,740 | 338 | 0.24% | 0.26% | 1938 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Reduced | 3,731 | 337 | 0.01% | 0.01% | 1939 | -2,105 | -36.07% | Q1 2026 | May 07, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 3,729 | 337 | 0.23% | 0.22% | 1941 | +23 | 0.62% | Q1 2026 | Apr 22, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 3,729 | 337 | 0.25% | 0.25% | 1942 | -1 | -0.03% | Q1 2026 | May 15, 2026 |
| Urban Wealth Management, LLC | History | No change | 3,730 | 337 | 0.34% | 0.31% | 1940 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 3,716 | 336 | 0.22% | 0.23% | 1943 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,714 | 336 | 0.05% | 0.05% | 1944 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Longview Financial Advisors LLC | History | No change | 3,701 | 335 | 0.18% | 0.18% | 1945 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cannon Advisors, Inc. | History | New | 3,697 | 334 | 0.25% | — | 1950 | +3,697 | New | Q1 2026 | Apr 24, 2026 |
| United Community Bank | History | Reduced | 3,700 | 334 | 0.11% | 0.19% | 1949 | -2,034 | -35.47% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,699 | 334 | 0.03% | 0.03% | 1946 | -345 | -8.53% | Q1 2026 | Apr 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 3,690 | 334 | 0.1% | 0.1% | 1947 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Calydon Capital | History | No change | 3,692 | 334 | 0.05% | 0.06% | 1948 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Council, LLC | History | New | 3,683 | 333 | 0.13% | — | 1952 | +3,683 | New | Q1 2026 | Apr 21, 2026 |
| Hemenway Trust Co LLC | History | Added to | 3,684 | 333 | 0.03% | 0.02% | 1951 | +55 | 1.52% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 3,678 | 332 | 0.11% | 0.03% | 1954 | +2,710 | 279.96% | Q1 2026 | Apr 09, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 3,676 | 332 | 0.11% | 0.11% | 1953 | +343 | 10.29% | Q1 2026 | May 12, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 3,675 | 332 | 0.04% | 0.04% | 1955 | -218 | -5.6% | Q1 2026 | May 04, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 3,656 | 330 | 0.1% | 0.1% | 1956 | +143 | 4.07% | Q1 2026 | May 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 3,638 | 329 | 0.24% | 0.22% | 1957 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SageGuard Financial Group, LLC | History | New | 3,623 | 327 | 0.05% | — | 1958 | +3,623 | New | Q1 2026 | Apr 23, 2026 |
| Centennial Bank/AR/ | History | No change | 3,602 | 326 | 0.12% | 0.13% | 1959 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 3,653 | 326 | 0.2% | 0.2% | 1960 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Headland Capital, LLC | History | Reduced | 3,590 | 325 | 0.09% | 0.13% | 1961 | -1,558 | -30.26% | Q1 2026 | May 04, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 3,580 | 324 | 0.01% | 0.01% | 1964 | -157 | -4.2% | Q1 2026 | Apr 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 3,589 | 324 | 0.11% | 0.11% | 1965 | +100 | 2.87% | Q1 2026 | Apr 09, 2026 |
| S&T BANK/PA | History | No change | 3,581 | 324 | 0.12% | 0.1% | 1962 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Thomasville National Bank | History | No change | 3,625 | 324 | 0.02% | 0.02% | 1963 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,561 | 322 | 0.04% | 0.04% | 1966 | +424 | 13.52% | Q1 2026 | May 11, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 3,565 | 322 | 0.09% | 0.08% | 1967 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avail Investment Partners, LLC | History | New | 3,547 | 321 | 0.34% | — | 1970 | +3,547 | New | Q1 2026 | May 13, 2026 |
| Towne Trust Company, N.A | History | No change | 3,555 | 321 | 0.1% | 0.1% | 1968 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 3,555 | 321 | 0.19% | 0.18% | 1969 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 3,528 | 319 | 0.07% | 0.07% | 1971 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Olistico Wealth, LLC | History | No change | 3,532 | 319 | 0.16% | 0.15% | 1972 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 3,515 | 318 | 0.09% | 0.09% | 1974 | -101 | -2.79% | Q1 2026 | Apr 17, 2026 |
| Francis Financial, Inc. | History | No change | 3,522 | 318 | 0.06% | 0.06% | 1973 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 3,505 | 317 | 0.03% | 0.03% | 1975 | +50 | 1.45% | Q1 2026 | May 04, 2026 |
| BankPlus Trust Department | History | No change | 3,507 | 317 | 0.08% | 0.08% | 1976 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | New | 3,495 | 316 | 0.1% | — | 1977 | +3,495 | New | Q1 2026 | Apr 15, 2026 |
| Carmel Capital Partners, LLC | History | New | 3,485 | 315 | 0.11% | — | 1978 | +3,485 | New | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | New | 3,478 | 314 | 0.01% | — | 1979 | +3,478 | New | Q1 2026 | May 14, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 3,463 | 313 | 0.04% | 0.04% | 1980 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 3,457 | 312 | 0.07% | — | 1984 | +3,457 | New | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | New | 3,455 | 312 | 0.05% | — | 1985 | +3,455 | New | Q1 2026 | Apr 21, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 3,448 | 312 | 0.08% | 0.07% | 1983 | +818 | 31.1% | Q1 2026 | Apr 15, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 3,454 | 312 | 0.07% | 0.07% | 1982 | +68 | 2.01% | Q1 2026 | Apr 22, 2026 |
| Formidable Asset Management, LLC | History | Added to | 3,493 | 312 | 0.05% | 0.04% | 1981 | +2 | 0.06% | Q1 2026 | Apr 22, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 3,445 | 311 | 0.11% | 0.16% | 1987 | -1,393 | -28.79% | Q1 2026 | Apr 21, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 3,444 | 311 | 0.08% | 0.07% | 1986 | +750 | 27.84% | Q1 2026 | Apr 16, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 3,443 | 311 | 0.2% | 0.19% | 1988 | -157 | -4.36% | Q1 2026 | Apr 28, 2026 |
| GERBER, LLC | History | Added to | 3,426 | 310 | 0.17% | 0.17% | 1990 | +69 | 2.06% | Q1 2026 | Apr 22, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 3,425 | 310 | 0.13% | 0.13% | 1989 | -1 | -0.03% | Q1 2026 | May 06, 2026 |
| MKT Advisors LLC | History | Added to | 3,342 | 306 | 0.1% | 0.1% | 1991 | +212 | 6.77% | Q1 2026 | Apr 10, 2026 |
| CULBERTSON A N & CO INC | History | New | 3,376 | 305 | 0.04% | — | 1992 | +3,376 | New | Q1 2026 | May 12, 2026 |
| Cove Private Wealth, LLC | History | New | 3,374 | 305 | 0.07% | — | 1993 | +3,374 | New | Q1 2026 | May 13, 2026 |
| Prospect Financial Services LLC | History | Reduced | 3,356 | 303 | 0.18% | 0.18% | 1995 | -161 | -4.58% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 3,350 | 303 | 0.08% | 0.09% | 1994 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 3,341 | 302 | 0.08% | 0.07% | 1996 | +490 | 17.19% | Q1 2026 | Apr 24, 2026 |
| Private Capital Management, LLC | History | Added to | 3,336 | 302 | 0.03% | 0.03% | 1997 | +256 | 8.31% | Q1 2026 | May 15, 2026 |
| City State Bank | History | Added to | 3,330 | 301 | 0.08% | 0.08% | 1999 | +70 | 2.15% | Q1 2026 | Apr 20, 2026 |
| Total Wealth Planning, LLC | History | No change | 3,366 | 301 | 0.64% | 0.64% | 1998 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DKM Wealth Management, Inc. | History | No change | 3,326 | 301 | 0.22% | 0.22% | 2000 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |