iShares, Inc. - IEMG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 2,000 of
2,418 rows for faster page load.
Safety cap is enabled for server stability (2,000 max rows).
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 219,869,621 | 15,335,906 | 1.12% | 0.85% | 1 | +46,640,330 | 26.92% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 126,259,202 | 8,806,579 | 0.53% | 0.41% | 2 | +23,465,415 | 22.83% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 87,384,260 | 6,095,052 | 1.15% | 0.94% | 3 | +10,680,940 | 13.93% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 86,783,237 | 6,053,059 | 1.62% | 1.56% | 4 | +8,402,979 | 10.72% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 77,654,854 | 5,416,426 | 3.67% | 3.67% | 5 | +1,378,212 | 1.81% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 52,231,526 | 3,643,148 | 0.97% | 0.96% | 6 | -229,673 | -0.44% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 50,621,591 | 3,530,855 | 0.06% | 0.06% | 7 | +1,209,699 | 2.45% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 45,035,771 | 3,031,808 | 0.19% | 0.2% | 8 | -2,966,192 | -6.18% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 40,686,196 | 2,837,862 | 6.23% | 5.84% | 9 | +1,790,462 | 4.6% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 37,832,876 | 2,638,843 | 0.4% | 0.16% | 10 | +23,445,598 | 162.96% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 29,529,985 | 2,059,743 | 2.5% | 2.28% | 11 | +588,708 | 2.03% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 26,326,701 | 1,836,287 | 0.21% | 0.24% | 12 | -2,308,863 | -8.06% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 21,583,944 | 1,505,480 | 0.08% | 0.08% | 13 | -1,029,604 | -4.55% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 20,828,872 | 1,452,813 | 0.27% | 0.19% | 14 | +4,743,399 | 29.49% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,905,325 | 1,388,396 | 0.43% | 0.41% | 15 | +354,749 | 1.81% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,057,125 | 1,361,821 | 0.65% | 0.76% | 16 | +1,488,450 | 8.02% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,440,275 | 1,355,959 | 0.83% | 0.78% | 17 | +1,103,248 | 6.02% | Q1 2026 | May 07, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 17,919,365 | 1,206,331 | 9.21% | — | 18 | +17,919,365 | New | Q1 2026 | May 12, 2026 |
| WIT, LLC | History | Reduced | 16,233,759 | 1,132,304 | 21.37% | 22.03% | 19 | -116,906 | -0.71% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,024,436 | 1,047,954 | 0.61% | 0.5% | 20 | +1,269,059 | 9.23% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 13,889,171 | 968,769 | 0.15% | 0.11% | 21 | +3,071,586 | 28.39% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 12,751,935 | 889,447 | 3.42% | — | 22 | +12,751,935 | New | Q1 2026 | May 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 12,458,692 | 868,993 | 3.35% | 5.48% | 23 | -10,102,316 | -44.78% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,502,715 | 802,314 | 1.08% | 0.6% | 24 | +4,853,132 | 72.98% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,028,023 | 699,382 | 1.22% | 1.22% | 25 | +486,435 | 5.1% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 9,297,033 | 648,468 | 1.32% | 1.22% | 26 | +366,914 | 4.11% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 9,289,811 | 647,964 | 2.22% | 2.1% | 27 | -449,512 | -4.62% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 9,074,872 | 632,976 | 0.58% | 0.63% | 28 | -404,604 | -4.27% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,020,598 | 629,186 | 0.23% | 0.16% | 29 | +2,054,897 | 29.5% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 8,920,272 | 622,188 | 9.87% | — | 30 | +8,920,272 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,868,236 | 618,560 | 0.11% | 0.08% | 31 | +1,185,418 | 15.43% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,765,443 | 611,389 | 0.65% | 0.69% | 32 | -593,367 | -6.34% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 8,698,552 | 605,957 | 0.71% | 0.67% | 33 | +360,376 | 4.32% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,926,302 | 552,641 | 0.13% | 0.1% | 34 | +1,169,874 | 17.31% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | No change | 7,584,431 | 529,014 | 1.76% | 1.66% | 35 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 7,184,416 | 501,113 | 1.48% | 1.32% | 36 | +142,701 | 2.03% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,013,766 | 489,210 | 0.06% | 0.05% | 37 | +2,214,550 | 46.14% | Q1 2026 | May 12, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | Added to | 6,873,267 | 479,410 | 2.61% | 1.74% | 38 | +3,783,075 | 122.42% | Q1 2026 | Apr 27, 2026 |
| Jordan Park Group LLC | History | Reduced | 6,808,959 | 472,930 | 25.18% | 26.59% | 39 | -17,489 | -0.26% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 6,947,510 | 467,011 | 0.15% | 0.14% | 40 | +198,205 | 2.94% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 6,664,273 | 464,833 | 0.07% | 0.07% | 41 | +179,910 | 2.77% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 6,279,041 | 437,963 | 0.62% | 0.52% | 42 | +992,967 | 18.78% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,222,866 | 434,044 | 1.2% | 1.19% | 43 | -1,068,080 | -14.65% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,901,117 | 411,602 | 2.28% | 3.02% | 44 | -6,903,696 | -53.91% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,867,903 | 409,286 | 0.75% | 0.65% | 45 | +2,803,229 | 91.47% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,758,444 | 401,651 | 3.14% | 3.6% | 46 | -558,602 | -8.84% | Q1 2026 | Apr 07, 2026 |
| Betterment LLC | History | Reduced | 5,653,446 | 394,328 | 0.75% | 0.76% | 47 | -258,866 | -4.38% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,559,794 | 387,795 | 2.92% | 2.88% | 48 | -106,704 | -1.88% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,287,290 | 368,788 | 0.08% | 0.02% | 49 | +3,999,898 | 310.7% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 5,194,737 | 362,332 | 0.15% | 0.17% | 50 | -578,110 | -10.01% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,951,901 | 345,400 | 0.32% | 0.3% | 51 | -2,962 | -0.06% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 4,897,997 | 341,635 | 0.08% | 0.07% | 52 | +950,429 | 24.08% | Q1 2026 | May 13, 2026 |
| Japan Science & Technology Agency | History | Added to | 4,620,513 | 322,280 | 6.7% | 3.77% | 53 | +1,569,959 | 51.46% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,509,997 | 314,572 | 1.6% | 1.21% | 54 | +1,224,563 | 37.27% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,419,420 | 308,254 | 0.03% | 0.0% | 55 | +4,187,307 | 1804.0% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 4,271,360 | 297,927 | 4.15% | 3.84% | 56 | +209,357 | 5.15% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 4,264,324 | 297,436 | 0.01% | 0.01% | 57 | -135,505 | -3.08% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,047,517 | 282,314 | 2.39% | 2.19% | 58 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,946,368 | 275,259 | 1.01% | 0.85% | 59 | +406,135 | 11.47% | Q1 2026 | Apr 24, 2026 |
| Nationwide Fund Advisors | History | Reduced | 3,801,904 | 265,182 | 11.61% | 11.77% | 60 | -288,234 | -7.05% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 3,718,473 | 259,363 | 1.32% | — | 61 | +3,718,473 | New | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,609,503 | 251,762 | 1.55% | 1.55% | 62 | -211,677 | -5.54% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,605,987 | 251,518 | 0.62% | 0.6% | 63 | -295,283 | -7.57% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,591,660 | 250,518 | 0.03% | 0.02% | 64 | +692,272 | 23.88% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,572,002 | 249,225 | 0.36% | 0.3% | 65 | +523,484 | 17.17% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Reduced | 3,313,829 | 231,140 | 2.62% | 3.98% | 66 | -1,914,169 | -36.61% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 3,247,216 | 226,493 | 0.6% | 1.04% | 67 | -2,442,872 | -42.93% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,192,744 | 222,693 | 0.24% | 0.22% | 68 | +193,097 | 6.44% | Q1 2026 | May 05, 2026 |
| Stairway Partners, LLC | History | Added to | 3,180,698 | 221,853 | 11.49% | 11.04% | 69 | +7,010 | 0.22% | Q1 2026 | Apr 02, 2026 |
| Matson Money. Inc. | History | Reduced | 3,077,453 | 214,652 | 6.58% | 6.76% | 70 | -104,644 | -3.29% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 3,061,820 | 213,628 | 0.24% | 0.21% | 71 | +259,896 | 9.28% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,956,984 | 206,249 | 4.93% | 4.38% | 72 | +26,754 | 0.91% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Added to | 2,947,980 | 205,621 | 1.88% | 1.73% | 73 | +65,528 | 2.27% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,932,074 | 204,512 | 0.07% | 0.46% | 74 | +471,233 | 19.15% | Q1 2026 | May 04, 2026 |
| Choate Investment Advisors | History | Added to | 2,819,485 | 196,659 | 3.85% | 0.05% | 75 | +2,781,706 | 7363.1% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,659,228 | 185,481 | 0.06% | 0.06% | 76 | +105,784 | 4.14% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,642,855 | 184,339 | 3.99% | 2.42% | 77 | +1,033,963 | 64.27% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,617,742 | 182,587 | 0.26% | 0.25% | 78 | -209,031 | -7.39% | Q1 2026 | Apr 27, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 2,596,299 | 181,091 | 1.58% | 4.45% | 79 | -4,143,961 | -61.48% | Q1 2026 | May 14, 2026 |
| Investure, LLC | History | Added to | 2,587,897 | 180,505 | 8.85% | 2.39% | 80 | +1,951,252 | 306.49% | Q1 2026 | May 08, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 2,520,224 | 175,785 | 4.87% | 4.09% | 81 | -25,193 | -0.99% | Q1 2026 | Apr 21, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 2,508,449 | 174,964 | 3.59% | 3.28% | 82 | +115,744 | 4.84% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,432,761 | 169,685 | 0.27% | 0.25% | 83 | +19,388 | 0.8% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,417,521 | 168,622 | 0.25% | 0.24% | 84 | +88,137 | 3.78% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 2,359,105 | 164,547 | 0.93% | 0.87% | 85 | +96,207 | 4.25% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,349,281 | 163,862 | 1.88% | 1.87% | 86 | -115,124 | -4.67% | Q1 2026 | Apr 20, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 2,314,425 | 161,431 | 4.12% | 4.11% | 87 | -50,268 | -2.13% | Q1 2026 | May 13, 2026 |
| Hirtle & Co., LLC | History | Reduced | 2,278,273 | 158,909 | 5.44% | 5.22% | 88 | -2,435 | -0.11% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 2,262,667 | 157,821 | 7.62% | 7.25% | 89 | -8,835 | -0.39% | Q1 2026 | Apr 17, 2026 |
| Nuveen, LLC | History | Added to | 2,191,664 | 152,868 | 0.04% | 0.04% | 90 | +74,401 | 3.51% | Q1 2026 | Apr 30, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 2,187,140 | 152,553 | 5.75% | 5.3% | 91 | +73,058 | 3.46% | Q1 2026 | May 12, 2026 |
| Balentine LLC | History | Reduced | 2,173,077 | 151,572 | 6.11% | 5.63% | 92 | -35,706 | -1.62% | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,121,426 | 147,969 | 0.11% | 0.06% | 93 | +886,375 | 71.77% | Q1 2026 | May 14, 2026 |
| Hackensack Meridian Health, Inc. | History | Reduced | 2,115,000 | 147,521 | 13.92% | 13.39% | 94 | -70,000 | -3.2% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,058,665 | 143,593 | 0.23% | 0.2% | 95 | +154,870 | 8.13% | Q1 2026 | May 06, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,042,072 | 142,434 | 5.97% | 2.2% | 96 | +1,290,206 | 171.6% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 1,982,986 | 138,525 | 0.68% | 0.32% | 97 | +1,069,134 | 116.99% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,984,690 | 138,432 | 2.39% | 2.32% | 98 | +42,946 | 2.21% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,003,455 | 135,924 | 0.19% | 0.17% | 99 | +142,757 | 7.67% | Q1 2026 | May 15, 2026 |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | History | No change | 1,933,838 | 134,885 | 100.0% | 99.81% | 100 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 1,964,259 | 132,051 | 13.64% | 13.64% | 101 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,878,466 | 131,023 | 0.97% | 1.39% | 102 | -706,354 | -27.33% | Q1 2026 | Apr 15, 2026 |
| JB Capital LLC | History | Reduced | 1,871,663 | 130,548 | 5.27% | 6.09% | 103 | -347,913 | -15.67% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,870,152 | 130,443 | 0.23% | 0.19% | 104 | +290,981 | 18.43% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,860,705 | 129,784 | 0.47% | 0.6% | 105 | -478,028 | -20.44% | Q1 2026 | May 13, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,851,640 | 129,151 | 3.4% | 3.51% | 106 | -108,447 | -5.53% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,806,474 | 126,001 | 0.68% | 0.71% | 107 | -114,170 | -5.94% | Q1 2026 | May 05, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 1,801,448 | 125,650 | 7.37% | 6.52% | 108 | +90,100 | 5.26% | Q1 2026 | May 06, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 1,734,899 | 121,009 | 7.26% | 5.45% | 109 | +270,576 | 18.48% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Added to | 1,791,143 | 120,579 | 5.23% | 4.53% | 110 | +307,143 | 20.7% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,687,480 | 117,701 | 0.92% | 0.91% | 111 | -7,578 | -0.45% | Q1 2026 | May 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 1,685,804 | 117,584 | 3.29% | 2.44% | 112 | +295,734 | 21.27% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,663,169 | 116,006 | 1.61% | 1.38% | 113 | +133,738 | 8.74% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,642,001 | 114,529 | 1.42% | 1.88% | 114 | -489,470 | -22.96% | Q1 2026 | May 11, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 1,636,819 | 114,168 | 3.31% | 2.1% | 115 | +567,686 | 53.1% | Q1 2026 | May 04, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 1,585,189 | 110,558 | 1.88% | 1.69% | 116 | +37,632 | 2.43% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,565,087 | 109,164 | 1.24% | 1.14% | 117 | +63,101 | 4.2% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,574,732 | 109,056 | 0.22% | 0.17% | 118 | -228,451 | -12.67% | Q1 2026 | Apr 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,562,950 | 109,015 | 0.43% | 0.35% | 119 | +206,527 | 15.23% | Q1 2026 | May 11, 2026 |
| Members Trust Co | History | Reduced | 1,544,665 | 107,740 | 3.58% | 4.65% | 120 | -577,804 | -27.22% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,509,237 | 106,068 | 1.0% | 0.92% | 121 | +230,631 | 18.04% | Q1 2026 | Apr 07, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,485,283 | 103,598 | 4.33% | 3.99% | 122 | +101,257 | 7.32% | Q1 2026 | May 07, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,440,403 | 100,467 | 2.95% | 2.89% | 123 | +875 | 0.06% | Q1 2026 | Apr 14, 2026 |
| Destination Wealth Management | History | Added to | 1,409,584 | 98,318 | 2.55% | 2.26% | 124 | +123,179 | 9.58% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,392,402 | 97,120 | 0.16% | 0.11% | 125 | +270,545 | 24.12% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,387,819 | 96,800 | 1.51% | 1.38% | 126 | +201,720 | 17.01% | Q1 2026 | May 04, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 1,373,924 | 94,910 | 6.65% | 5.8% | 127 | +235,202 | 20.65% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,357,051 | 94,654 | 0.24% | 0.23% | 128 | +50,862 | 3.89% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,353,141 | 94,381 | 1.13% | 1.06% | 129 | -13,156 | -0.96% | Q1 2026 | May 06, 2026 |
| Bridgewater Associates, LP | History | Added to | 1,342,944 | 93,670 | 0.42% | 0.31% | 130 | +71,317 | 5.61% | Q1 2026 | May 15, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 1,384,549 | 93,069 | 7.49% | 7.49% | 131 | +1,863 | 0.13% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 1,356,146 | 91,160 | 0.36% | 0.36% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,296,578 | 90,436 | 0.49% | 0.66% | 133 | -423,027 | -24.6% | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Added to | 1,281,826 | 89,407 | 2.46% | 1.06% | 134 | +727,988 | 131.44% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 1,276,274 | 89,020 | 1.0% | 1.07% | 135 | -128,396 | -9.14% | Q1 2026 | May 05, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 1,232,387 | 86,612 | 9.45% | 9.02% | 136 | -4,725 | -0.38% | Q1 2026 | May 06, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,228,997 | 85,722 | 3.24% | 3.18% | 137 | -16,800 | -1.35% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,227,381 | 85,609 | 0.26% | 0.25% | 138 | +213,634 | 21.07% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 1,223,763 | 85,357 | 3.84% | 5.21% | 139 | -520,919 | -29.86% | Q1 2026 | Apr 21, 2026 |
| Vident Advisory, LLC | History | Added to | 1,219,185 | 85,038 | 0.72% | 0.35% | 140 | +646,040 | 112.72% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,216,807 | 84,872 | 0.45% | 0.19% | 141 | +806,591 | 196.63% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 1,209,143 | 84,337 | 1.26% | 0.01% | 142 | +1,200,424 | 13767.91% | Q1 2026 | May 05, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 1,198,339 | 83,584 | 4.31% | 3.25% | 143 | +270,502 | 29.15% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Added to | 1,190,822 | 83,059 | 3.64% | 4.41% | 144 | +4,959 | 0.42% | Q1 2026 | May 11, 2026 |
| JABODON PT CO | History | Added to | 1,184,363 | 82,609 | 9.6% | 9.45% | 145 | +122,367 | 11.52% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,163,812 | 81,165 | 0.35% | 0.31% | 146 | +84,095 | 7.79% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,153,845 | 80,930 | 1.66% | 1.61% | 147 | +50,697 | 4.6% | Q1 2026 | Apr 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,143,434 | 80,360 | 0.13% | 0.14% | 148 | -105,448 | -8.44% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 1,145,992 | 79,929 | 0.98% | 0.94% | 149 | +55,530 | 5.09% | Q1 2026 | May 12, 2026 |
| Myriad Asset Management Advisors LLC | History | Added to | 1,141,003 | 79,585 | 23.45% | 10.61% | 150 | +628,768 | 122.75% | Q1 2026 | Apr 30, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 1,139,900 | 79,508 | 2.78% | 1.67% | 151 | +306,600 | 36.79% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,133,412 | 79,055 | 0.01% | 0.0% | 152 | +1,113,012 | 5455.94% | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,123,183 | 78,342 | 1.21% | 1.13% | 153 | +105,577 | 10.38% | Q1 2026 | May 11, 2026 |
| Passaic Partners LLC | History | Reduced | 1,122,900 | 78,322 | 7.33% | 12.35% | 154 | -651,746 | -36.73% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 1,120,958 | 78,186 | 0.89% | 0.9% | 155 | -46,315 | -3.97% | Q1 2026 | Apr 16, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 1,117,367 | 77,936 | 5.82% | 5.88% | 156 | -36,147 | -3.13% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Added to | 1,110,229 | 77,438 | 0.87% | 0.89% | 157 | +59,535 | 5.67% | Q1 2026 | May 14, 2026 |
| UNC Management Company, Inc. | History | New | 1,109,418 | 77,382 | 4.72% | — | 158 | +1,109,418 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,106,205 | 77,158 | 0.62% | 0.68% | 159 | +249,780 | 29.17% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 1,091,930 | 76,162 | 1.06% | — | 160 | +1,091,930 | New | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | Reduced | 1,091,083 | 76,103 | 0.81% | 0.73% | 161 | -2,280 | -0.21% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 1,072,353 | 74,796 | 2.13% | 2.03% | 162 | +19,466 | 1.85% | Q1 2026 | May 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,060,953 | 74,001 | 1.53% | 1.21% | 163 | +216,403 | 25.62% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,047,404 | 73,464 | 0.83% | 0.68% | 164 | +147,952 | 16.45% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,054,916 | 73,038 | 0.14% | 0.15% | 165 | -226,702 | -17.69% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 1,040,370 | 72,569 | 1.91% | 1.96% | 166 | +17,049 | 1.67% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,039,693 | 72,518 | 0.27% | 0.23% | 167 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CONNABLE OFFICE INC | History | Added to | 1,037,651 | 72,376 | 7.12% | 5.29% | 168 | +179,075 | 20.86% | Q1 2026 | Apr 29, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,028,156 | 71,713 | 0.47% | 0.42% | 169 | +40,649 | 4.12% | Q1 2026 | May 05, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 1,020,000 | 71,145 | 2.6% | 2.23% | 170 | +27,000 | 2.72% | Q1 2026 | May 06, 2026 |
| Heritage Wealth Advisors | History | Added to | 1,002,921 | 69,953 | 2.73% | 2.3% | 171 | +106,482 | 11.88% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 988,613 | 68,955 | 1.09% | 0.82% | 172 | +240,049 | 32.07% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 896,140 | 66,439 | 2.14% | 2.1% | 173 | +29,604 | 3.42% | Q1 2026 | Apr 09, 2026 |
| LM Advisors LLC | History | Reduced | 4,618 | 66,356 | 1.05% | 1.24% | 174 | -10 | -0.22% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 945,629 | 65,957 | 1.06% | 0.96% | 175 | +95,960 | 11.29% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 942,025 | 65,706 | 0.44% | 0.22% | 176 | +464,372 | 97.22% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 920,419 | 64,157 | 0.65% | 0.77% | 177 | -18,269 | -1.95% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 912,578 | 63,652 | 0.03% | — | 178 | +912,578 | New | Q1 2026 | May 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 910,905 | 63,535 | 0.54% | 0.48% | 179 | -72,531 | -7.38% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Added to | 907,404 | 63,291 | 0.62% | 0.55% | 180 | +12,051 | 1.35% | Q1 2026 | Apr 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 903,398 | 63,012 | 1.09% | 1.08% | 181 | +25,224 | 2.87% | Q1 2026 | Apr 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 898,374 | 62,661 | 0.72% | 0.15% | 182 | +710,636 | 378.53% | Q1 2026 | May 08, 2026 |
| Quent Capital, LLC | History | Added to | 896,948 | 62,562 | 4.44% | 4.27% | 183 | +15,522 | 1.76% | Q1 2026 | Apr 28, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 885,746 | 61,780 | 4.62% | 4.4% | 184 | +82,067 | 10.21% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 864,758 | 60,316 | 6.45% | 6.74% | 185 | -57,182 | -6.2% | Q1 2026 | May 06, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 885,355 | 59,602 | 0.06% | 0.06% | 186 | -103,600 | -10.48% | Q1 2026 | Apr 22, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 839,785 | 58,575 | 3.48% | 2.21% | 187 | +269,556 | 47.27% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 837,511 | 58,416 | 0.41% | 0.42% | 188 | +15,968 | 1.94% | Q1 2026 | Apr 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 820,499 | 57,229 | 3.48% | 5.24% | 189 | -31,667,289 | -97.47% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 818,382 | 57,082 | 0.63% | 0.69% | 190 | +61,068 | 8.06% | Q1 2026 | May 15, 2026 |
| Parkside Investments, LLC | History | Added to | 817,558 | 57,024 | 6.93% | 5.88% | 191 | +122,556 | 17.63% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 803,495 | 56,043 | 0.82% | 0.84% | 192 | -10,241 | -1.26% | Q1 2026 | May 13, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 800,452 | 55,831 | 6.54% | 4.25% | 193 | +260,335 | 48.2% | Q1 2026 | Apr 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 709,800 | 55,776 | 0.71% | 0.51% | 194 | +135,211 | 23.53% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Added to | 784,033 | 54,686 | 0.26% | 0.23% | 195 | +165,344 | 26.72% | Q1 2026 | May 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 772,603 | 53,889 | 2.17% | 1.64% | 196 | +125,486 | 19.39% | Q1 2026 | May 04, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 696,636 | 53,620 | 3.48% | 3.32% | 197 | -43,949 | -5.93% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 766,809 | 53,485 | 0.25% | 0.24% | 198 | -6,318 | -0.82% | Q1 2026 | Apr 24, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 760,686 | 53,057 | 5.07% | 4.99% | 199 | -16,077 | -2.07% | Q1 2026 | Apr 10, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 755,956 | 52,727 | 6.5% | 6.49% | 200 | -14,396 | -1.87% | Q1 2026 | Apr 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 745,388 | 51,990 | 0.03% | 0.06% | 201 | -759,501 | -50.47% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 726,177 | 50,650 | 0.24% | 0.26% | 202 | +40,992 | 5.98% | Q1 2026 | May 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 711,268 | 49,610 | 0.71% | 3.29% | 203 | -2,250,068 | -75.98% | Q1 2026 | May 11, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 710,742 | 49,574 | 5.69% | 4.55% | 204 | +53,266 | 8.1% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 708,672 | 49,429 | 0.03% | 0.02% | 205 | +58,214 | 8.95% | Q1 2026 | Apr 30, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 707,493 | 49,347 | 0.67% | — | 206 | +707,493 | New | Q1 2026 | May 01, 2026 |
| Chan Zuckerberg Initiative, LLC | History | Reduced | 706,019 | 49,244 | 100.0% | 34.82% | 207 | -66,277 | -8.58% | Q1 2026 | May 15, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Added to | 692,123 | 48,275 | 5.57% | 4.66% | 208 | +113,527 | 19.62% | Q1 2026 | May 11, 2026 |
| Sompo Asset Management Co., Ltd. | History | Added to | 668,100 | 46,599 | 8.55% | 7.61% | 209 | +7,953 | 1.2% | Q1 2026 | Apr 30, 2026 |
| SYON CAPITAL LLC | History | Added to | 664,819 | 46,371 | 2.33% | 1.78% | 210 | +132,520 | 24.9% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 658,410 | 45,924 | 1.09% | 0.88% | 211 | +74,143 | 12.69% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Added to | 656,127 | 45,764 | 3.46% | 3.44% | 212 | +16,790 | 2.63% | Q1 2026 | Apr 28, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 654,368 | 45,642 | 4.36% | 4.34% | 213 | -13,713 | -2.05% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 649,089 | 45,273 | 0.17% | 0.12% | 214 | +213,056 | 48.86% | Q1 2026 | Apr 30, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 670,474 | 45,069 | 3.29% | 3.29% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 642,173 | 44,791 | 2.54% | 1.98% | 216 | +103,115 | 19.13% | Q1 2026 | Apr 21, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 641,602 | 44,751 | 4.93% | 4.7% | 217 | +21,685 | 3.5% | Q1 2026 | May 14, 2026 |
| Santa Clara Valley Transportation Authority | History | Added to | 631,143 | 44,022 | 36.61% | 35.32% | 218 | +6,082 | 0.97% | Q1 2026 | May 13, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 629,977 | 43,940 | 11.59% | 11.69% | 219 | -46,369 | -6.86% | Q1 2026 | May 08, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 629,332 | 43,895 | 12.59% | 12.32% | 220 | +5,895 | 0.95% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 623,399 | 43,482 | 3.23% | 4.03% | 221 | -180,339 | -22.44% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 618,497 | 43,140 | 0.47% | 0.36% | 222 | +143,981 | 30.34% | Q1 2026 | Apr 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 618,127 | 43,114 | 2.38% | — | 223 | +618,127 | New | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Added to | 612,221 | 42,702 | 0.46% | 0.02% | 224 | +599,040 | 4544.72% | Q1 2026 | May 12, 2026 |
| GenTrust, LLC | History | Reduced | 612,121 | 42,695 | 1.83% | 1.8% | 225 | -10,118 | -1.63% | Q1 2026 | Apr 27, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 647,368 | 42,532 | 0.09% | 0.07% | 226 | +323,684 | 100.0% | Q1 2026 | May 12, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 608,004 | 42,408 | 0.6% | 0.68% | 227 | -187,204 | -23.54% | Q1 2026 | Apr 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 603,973 | 42,127 | 0.65% | 0.63% | 228 | -5,704 | -0.94% | Q1 2026 | Apr 07, 2026 |
| SCS Capital Management LLC | History | Added to | 601,676 | 41,966 | 0.44% | 0.41% | 229 | +23,504 | 4.07% | Q1 2026 | May 11, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 600,674 | 41,897 | 3.67% | 3.56% | 230 | -5,705 | -0.94% | Q1 2026 | May 12, 2026 |
| CHAI TRUST CO LLC | History | No change | 594,544 | 41,469 | 3.51% | 3.44% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 593,577 | 41,401 | 0.87% | 0.86% | 232 | -17,282 | -2.83% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 607,461 | 40,835 | 0.26% | 0.26% | 233 | +35,109 | 6.13% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 584,263 | 40,752 | 0.6% | 0.62% | 234 | -26,057 | -4.27% | Q1 2026 | Apr 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 579,438 | 40,415 | 3.28% | 2.89% | 235 | +16,716 | 2.97% | Q1 2026 | Apr 10, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 572,887 | 39,958 | 4.14% | 4.15% | 236 | +1,066 | 0.19% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Reduced | 556,491 | 38,815 | 2.06% | 2.48% | 237 | -80,073 | -12.58% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 555,832 | 38,769 | 0.56% | 0.56% | 238 | +33,338 | 6.38% | Q1 2026 | Apr 10, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 873,978 | 38,578 | 2.89% | 2.46% | 239 | +111,696 | 14.65% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 572,437 | 38,479 | 2.86% | 2.86% | 240 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 551,029 | 38,437 | 0.12% | 0.17% | 241 | -307,898 | -35.85% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 547,940 | 38,218 | 4.38% | 3.13% | 242 | +148,562 | 37.2% | Q1 2026 | Apr 15, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 546,091 | 38,089 | 1.57% | 1.55% | 243 | -6,171 | -1.12% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 545,669 | 38,060 | 1.18% | 1.1% | 244 | +25,847 | 4.97% | Q1 2026 | Apr 27, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 538,869 | 37,586 | 3.57% | 3.63% | 245 | -43,959 | -7.54% | Q1 2026 | May 11, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 538,809 | 37,581 | 4.51% | 4.13% | 246 | +56,398 | 11.69% | Q1 2026 | Apr 24, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 531,492 | 37,071 | 2.07% | 1.63% | 247 | +151,364 | 39.82% | Q1 2026 | Apr 29, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 527,810 | 36,844 | 2.54% | 2.69% | 248 | +65,180 | 14.09% | Q1 2026 | May 18, 2026 |
| UMB Bank, n.a. | History | Added to | 527,146 | 36,768 | 0.51% | 0.33% | 249 | +152,730 | 40.79% | Q1 2026 | May 11, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 527,586 | 36,698 | 4.54% | 4.21% | 250 | +49,931 | 10.45% | Q1 2026 | Apr 07, 2026 |
| First Financial Bank - Trust Division | History | Added to | 512,778 | 35,766 | 2.88% | 2.6% | 251 | +41,711 | 8.85% | Q1 2026 | Apr 01, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 507,751 | 35,415 | 9.21% | 9.63% | 252 | -4,640 | -0.91% | Q1 2026 | May 11, 2026 |
| Trustees of Dartmouth College | History | Reduced | 502,452 | 35,046 | 13.93% | 12.72% | 253 | -242,026 | -32.51% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 498,925 | 34,800 | 1.18% | 1.04% | 254 | +58,594 | 13.31% | Q1 2026 | Apr 17, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 497,980 | 34,734 | 1.3% | 1.0% | 255 | +79,072 | 18.88% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 486,116 | 33,906 | 0.62% | 2.59% | 256 | -1,926,468 | -79.85% | Q1 2026 | May 07, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 485,232 | 33,844 | 3.8% | 3.43% | 257 | -10,077 | -2.03% | Q1 2026 | Apr 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 484,089 | 33,765 | 1.62% | 1.49% | 258 | +23,407 | 5.08% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 480,165 | 33,491 | 0.01% | 0.0% | 259 | +97,035 | 25.33% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 478,619 | 33,383 | 0.18% | 0.04% | 260 | +365,509 | 323.14% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 475,080 | 33,136 | 0.02% | 0.02% | 261 | +1,670 | 0.35% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 489,467 | 32,901 | 0.58% | 0.58% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 471,250 | 32,869 | 4.75% | 4.14% | 263 | +10,951 | 2.38% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 469,500 | 32,747 | 0.09% | 0.08% | 264 | +79,800 | 20.48% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Reduced | 466,690 | 32,551 | 0.97% | 0.97% | 265 | -9,433 | -1.98% | Q1 2026 | Apr 13, 2026 |
| TSFG, LLC | History | Added to | 462,975 | 32,293 | 4.9% | 4.62% | 266 | +2,921 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 459,375 | 32,041 | 0.61% | 0.53% | 267 | -23,034 | -4.77% | Q1 2026 | Apr 22, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 458,847 | 32,004 | 1.9% | 1.75% | 268 | +2,840 | 0.62% | Q1 2026 | Apr 29, 2026 |
| Disciplina Capital Management LLC | History | Added to | 457,971 | 31,943 | 3.39% | 2.95% | 269 | +74,018 | 19.28% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 457,355 | 31,900 | 0.31% | 0.24% | 270 | +96,288 | 26.67% | Q1 2026 | May 08, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 456,506 | 31,841 | 1.15% | — | 271 | +456,506 | New | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 449,411 | 31,346 | 1.56% | 1.45% | 272 | +10,835 | 2.47% | Q1 2026 | May 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 448,424 | 31,278 | 2.53% | 3.14% | 273 | -153,083 | -25.45% | Q1 2026 | Apr 28, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 448,381 | 31,274 | 5.6% | 5.05% | 274 | -35,713 | -7.38% | Q1 2026 | Apr 22, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 448,274 | 31,267 | 1.13% | 1.21% | 275 | -32,655 | -6.79% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Added to | 444,396 | 30,996 | 0.55% | 0.35% | 276 | +140,402 | 46.19% | Q1 2026 | May 15, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 537,923 | 30,882 | 2.83% | 2.83% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 441,563 | 30,799 | 3.0% | 3.06% | 278 | -24,750 | -5.31% | Q1 2026 | Apr 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 441,236 | 30,776 | 1.41% | 1.45% | 279 | -54,280 | -10.95% | Q1 2026 | May 06, 2026 |
| Leverty Financial Group, LLC | History | Added to | 437,551 | 30,519 | 6.75% | 6.97% | 280 | +3,679 | 0.85% | Q1 2026 | Apr 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 431,527 | 30,099 | 0.6% | 0.62% | 281 | -17,582 | -3.91% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 429,197 | 29,936 | 2.69% | 2.61% | 282 | +12,164 | 2.92% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 424,155 | 29,584 | 1.68% | 3.12% | 283 | -350,509 | -45.25% | Q1 2026 | Apr 09, 2026 |
| GAMMA Investing LLC | History | Added to | 423,794 | 29,559 | 1.38% | 1.2% | 284 | +69,256 | 19.53% | Q1 2026 | Apr 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 423,028 | 29,506 | 0.53% | 0.42% | 285 | +84,544 | 24.98% | Q1 2026 | May 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 419,998 | 29,294 | 0.33% | 0.3% | 286 | -7,284 | -1.7% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 419,980 | 29,293 | 0.89% | 1.1% | 287 | -83,149 | -16.53% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 417,910 | 29,149 | 0.14% | 0.08% | 288 | +213,422 | 104.37% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 417,822 | 29,143 | 0.47% | 0.35% | 289 | +97,887 | 30.6% | Q1 2026 | Apr 27, 2026 |
| Inherent Management Corp. | History | No change | 415,605 | 28,988 | 14.73% | 14.34% | 290 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 411,337 | 28,690 | 0.35% | 0.34% | 291 | +5,410 | 1.33% | Q1 2026 | Apr 20, 2026 |
| Rock Creek Group LLC | History | Added to | 404,806 | 28,235 | 2.86% | 2.61% | 292 | +58,982 | 17.06% | Q1 2026 | May 11, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 404,774 | 28,233 | 3.96% | 3.55% | 293 | +23,218 | 6.09% | Q1 2026 | Apr 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 403,252 | 28,126 | 3.62% | 3.74% | 294 | +4,159 | 1.04% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 402,463 | 28,071 | 0.08% | 0.07% | 295 | +36,674 | 10.03% | Q1 2026 | May 08, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 400,843 | 27,958 | 3.89% | 3.78% | 296 | +3,287 | 0.83% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 399,985 | 27,898 | 0.36% | 0.25% | 297 | +151,157 | 60.75% | Q1 2026 | May 15, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 394,104 | 27,489 | 5.61% | 4.73% | 298 | +104,329 | 36.0% | Q1 2026 | Apr 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 393,757 | 27,464 | 0.02% | 0.02% | 299 | +66,922 | 20.48% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 392,613 | 27,384 | 0.47% | 0.39% | 300 | +96,169 | 32.44% | Q1 2026 | May 07, 2026 |
| High Falls Advisors, Inc | History | No change | 406,202 | 27,304 | 5.53% | 5.53% | 301 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| KWB Wealth | History | Reduced | 404,985 | 27,223 | 2.69% | 2.61% | 302 | -5,406 | -1.32% | Q1 2026 | Apr 08, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 383,067 | 26,718 | 0.62% | 0.35% | 303 | +146,548 | 61.96% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 377,699 | 26,344 | 0.79% | 0.78% | 304 | -5,829 | -1.52% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 377,570 | 26,335 | 0.11% | 0.07% | 305 | +102,400 | 37.21% | Q1 2026 | May 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 377,205 | 26,310 | 2.3% | 1.47% | 306 | +116,812 | 44.86% | Q1 2026 | Apr 15, 2026 |
| Grove Bank & Trust | History | Added to | 371,688 | 25,925 | 2.93% | 2.72% | 307 | +12,391 | 3.45% | Q1 2026 | Apr 08, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 371,531 | 25,914 | 0.76% | 0.79% | 308 | -36,974 | -9.05% | Q1 2026 | May 11, 2026 |
| DT Investment Partners, LLC | History | Added to | 370,432 | 25,837 | 2.15% | 1.98% | 309 | +14,201 | 3.99% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 369,821 | 25,796 | 0.33% | 0.28% | 310 | +41,325 | 12.58% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 367,043 | 25,601 | 2.46% | 2.21% | 311 | +12,315 | 3.47% | Q1 2026 | May 06, 2026 |
| Constellation Investments, Inc. | History | No change | 365,482 | 25,492 | 0.85% | 0.76% | 312 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RKL Wealth Management LLC | History | Reduced | 365,386 | 25,485 | 2.29% | 2.19% | 313 | -31,596 | -7.96% | Q1 2026 | Apr 24, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 364,733 | 25,440 | 0.04% | 0.04% | 314 | -74,219 | -16.91% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 364,172 | 25,401 | 3.42% | 3.76% | 315 | -76,387 | -17.34% | Q1 2026 | Apr 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 363,899 | 25,382 | 0.96% | 0.85% | 316 | +16,670 | 4.8% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Added to | 363,149 | 25,329 | 0.16% | 0.29% | 317 | +111,500 | 44.31% | Q1 2026 | May 14, 2026 |
| EQ LLC | History | Added to | 362,131 | 25,258 | 7.12% | 4.55% | 318 | +127,158 | 54.12% | Q1 2026 | May 06, 2026 |
| Elgethun Capital Management | History | Reduced | 361,398 | 25,207 | 4.17% | 4.21% | 319 | -1,414 | -0.39% | Q1 2026 | May 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 360,000 | 25,110 | 0.53% | 0.51% | 320 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 356,152 | 24,841 | 0.21% | 0.23% | 321 | -33,761 | -8.66% | Q1 2026 | May 07, 2026 |
| Vontobel Holding Ltd. | History | Added to | 355,672 | 24,808 | 0.09% | 0.07% | 322 | +8,046 | 2.31% | Q1 2026 | May 08, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 350,000 | 24,412 | 3.77% | 3.19% | 323 | +60,829 | 21.04% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 347,801 | 24,259 | 0.22% | 0.11% | 324 | +216,358 | 164.6% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 344,818 | 24,051 | 0.56% | 0.9% | 325 | +67,452 | 24.32% | Q1 2026 | Apr 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 357,771 | 24,049 | 6.39% | 6.39% | 326 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 343,722 | 23,974 | 0.01% | 0.01% | 327 | +118,415 | 52.56% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 341,201 | 23,798 | 0.49% | 0.43% | 328 | +57,775 | 20.38% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 341,149 | 23,795 | 0.93% | 0.67% | 329 | +252,076 | 283.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 339,527 | 23,672 | 1.03% | 1.0% | 330 | +3,574 | 1.06% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 339,108 | 23,652 | 0.56% | 0.55% | 331 | +4,843 | 1.45% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 336,517 | 23,650 | 0.4% | 0.35% | 332 | +52,282 | 18.39% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 338,668 | 23,623 | 0.18% | 0.14% | 333 | +57,304 | 20.37% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 335,900 | 23,429 | 0.17% | 0.17% | 334 | +23,860 | 7.65% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 333,512 | 23,262 | 1.84% | 2.64% | 335 | -79,768 | -19.3% | Q1 2026 | Apr 16, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 332,751 | 23,209 | 5.79% | 5.52% | 336 | +1,083 | 0.33% | Q1 2026 | Apr 27, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 332,484 | 23,190 | 0.31% | 0.35% | 337 | -79,835 | -19.36% | Q1 2026 | May 04, 2026 |
| Towercrest Capital Management | History | Added to | 330,816 | 23,081 | 3.6% | 3.36% | 338 | +14,125 | 4.46% | Q1 2026 | May 01, 2026 |
| PAX Financial Group, LLC | History | Added to | 330,707 | 23,066 | 3.93% | 3.79% | 339 | +3,627 | 1.11% | Q1 2026 | Apr 27, 2026 |
| Abound Wealth Management | History | Added to | 329,392 | 22,975 | 5.22% | 5.07% | 340 | +7,191 | 2.23% | Q1 2026 | Apr 10, 2026 |
| WASHINGTON TRUST Co | History | Added to | 323,589 | 22,570 | 0.76% | 0.68% | 341 | +15,009 | 4.86% | Q1 2026 | Apr 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 322,818 | 22,516 | 1.26% | 1.23% | 342 | -1,005 | -0.31% | Q1 2026 | Apr 20, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 321,673 | 22,437 | 2.23% | 2.13% | 343 | -13 | -0.0% | Q1 2026 | May 07, 2026 |
| Cabot-Wellington, LLC | History | Added to | 316,527 | 22,077 | 6.53% | 6.58% | 344 | +11,129 | 3.64% | Q1 2026 | May 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 286,067 | 22,018 | 0.39% | 0.61% | 345 | +99,327 | 53.19% | Q1 2026 | May 01, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 314,864 | 21,961 | 1.15% | 1.33% | 346 | -45,218 | -12.56% | Q1 2026 | Apr 29, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 314,159 | 21,912 | 4.71% | 1.63% | 347 | +207,111 | 193.47% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Added to | 311,610 | 21,735 | 2.73% | 2.53% | 348 | +16,621 | 5.63% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 321,174 | 21,589 | 0.1% | 0.1% | 349 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 308,187 | 21,496 | 5.72% | 5.59% | 350 | -14,305 | -4.44% | Q1 2026 | Apr 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 308,024 | 21,484 | 0.26% | 0.27% | 351 | -1,277 | -0.41% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 307,660 | 21,459 | 0.29% | 0.26% | 352 | +31,664 | 11.47% | Q1 2026 | May 15, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 306,540 | 21,381 | 0.46% | 0.47% | 353 | -13,695 | -4.28% | Q1 2026 | Apr 07, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 306,530 | 21,380 | 1.77% | 1.82% | 354 | -2,331 | -0.75% | Q1 2026 | May 05, 2026 |
| BANK OF HAWAII | History | Added to | 304,048 | 21,207 | 1.11% | 1.01% | 355 | +177 | 0.06% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 297,448 | 20,733 | 0.56% | 0.5% | 356 | +6,320 | 2.17% | Q1 2026 | Apr 13, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 308,159 | 20,714 | 5.64% | 5.64% | 357 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | Added to | 296,472 | 20,678 | 1.87% | 1.82% | 358 | +14,537 | 5.16% | Q1 2026 | May 06, 2026 |
| Midwest Trust Co | History | Added to | 295,306 | 20,597 | 0.26% | 0.23% | 359 | +17,647 | 6.36% | Q1 2026 | May 01, 2026 |
| SWMG, LLC | History | Reduced | 295,192 | 20,589 | 5.88% | 6.7% | 360 | -32,220 | -9.84% | Q1 2026 | Apr 24, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 293,391 | 20,464 | 2.02% | 2.24% | 361 | -47,119 | -13.84% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 290,243 | 20,244 | 0.33% | 0.34% | 362 | -684 | -0.24% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 288,440 | 20,118 | 2.24% | 2.27% | 363 | -18,376 | -5.99% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 286,940 | 20,014 | 2.75% | 2.61% | 364 | +5,612 | 1.99% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Added to | 286,188 | 19,992 | 1.37% | 1.22% | 365 | +40,911 | 16.68% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 283,937 | 19,803 | 1.03% | 1.0% | 366 | -380 | -0.13% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 283,869 | 19,799 | 0.36% | 0.33% | 367 | +12,742 | 4.7% | Q1 2026 | Apr 10, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 282,735 | 19,720 | 2.58% | 3.04% | 368 | -81,572 | -22.39% | Q1 2026 | May 08, 2026 |
| Iowa State Bank | History | Added to | 277,958 | 19,387 | 3.57% | 2.69% | 369 | +64,533 | 30.24% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Services | History | Added to | 277,522 | 19,357 | 5.68% | 5.24% | 370 | +19,162 | 7.42% | Q1 2026 | May 06, 2026 |
| Marion Wealth Management | History | Reduced | 276,560 | 19,290 | 4.27% | 4.9% | 371 | -28,076 | -9.22% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 275,237 | 19,197 | 0.23% | 0.21% | 372 | -5,556 | -1.98% | Q1 2026 | May 13, 2026 |
| Maple Capital Management, Inc. | History | New | 272,717 | 19,021 | 1.27% | — | 373 | +272,717 | New | Q1 2026 | May 08, 2026 |
| EWA, LLC | History | Added to | 271,214 | 18,917 | 4.29% | 1.23% | 374 | +195,980 | 260.49% | Q1 2026 | Apr 23, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 271,201 | 18,916 | 1.58% | 1.41% | 375 | +11,702 | 4.51% | Q1 2026 | May 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 268,291 | 18,713 | 1.09% | 1.35% | 376 | -71,547 | -21.05% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 268,119 | 18,701 | 1.12% | 1.11% | 377 | -4,277 | -1.57% | Q1 2026 | May 13, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 267,008 | 18,624 | 1.3% | 1.18% | 378 | +999 | 0.38% | Q1 2026 | Apr 28, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 266,950 | 18,622 | 2.33% | 1.77% | 379 | +63,024 | 30.91% | Q1 2026 | May 12, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 266,241 | 18,570 | 8.91% | 9.05% | 380 | -11,909 | -4.28% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 275,113 | 18,493 | 0.36% | 0.36% | 381 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 264,491 | 18,448 | 0.72% | 0.59% | 382 | -7,336 | -2.7% | Q1 2026 | May 15, 2026 |
| HCR Wealth Advisors | History | Added to | 263,874 | 18,405 | 1.91% | 1.72% | 383 | +5,152 | 1.99% | Q1 2026 | Apr 21, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 263,795 | 18,399 | 2.17% | 1.83% | 384 | +19,366 | 7.92% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 263,682 | 18,391 | 1.04% | 1.03% | 385 | +7,156 | 2.79% | Q1 2026 | Apr 30, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 262,867 | 18,334 | 1.17% | 1.07% | 386 | +24,969 | 10.5% | Q1 2026 | Apr 08, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 227,066 | 18,199 | 4.08% | 4.02% | 387 | -1,283 | -0.56% | Q1 2026 | May 08, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 257,050 | 17,929 | 1.21% | 1.16% | 388 | -2,450 | -0.94% | Q1 2026 | Apr 28, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 256,586 | 17,896 | 0.01% | 0.01% | 389 | +60,905 | 31.12% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 254,972 | 17,784 | 0.62% | 0.57% | 390 | +10,339 | 4.23% | Q1 2026 | May 11, 2026 |
| Apeiron RIA LLC | History | Added to | 254,366 | 17,742 | 4.11% | 3.6% | 391 | +4,097 | 1.64% | Q1 2026 | Apr 27, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 254,056 | 17,720 | 0.47% | 0.42% | 392 | +9,933 | 4.07% | Q1 2026 | May 01, 2026 |
| Veery Capital, LLC | History | Added to | 254,015 | 17,717 | 5.43% | 4.84% | 393 | +19,249 | 8.2% | Q1 2026 | Apr 09, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 253,962 | 17,714 | 1.19% | 0.06% | 394 | +239,945 | 1711.81% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 253,597 | 17,688 | 0.6% | 0.59% | 395 | -9,581 | -3.64% | Q1 2026 | Apr 22, 2026 |
| Portland Global Advisors LLC | History | Added to | 253,371 | 17,672 | 1.88% | 1.81% | 396 | +2,200 | 0.88% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 253,252 | 17,664 | 1.02% | 1.1% | 397 | -20,568 | -7.51% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 252,832 | 17,635 | 0.29% | 0.25% | 398 | +69,205 | 37.69% | Q1 2026 | Apr 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 251,369 | 17,529 | 2.2% | — | 399 | +251,369 | New | Q1 2026 | May 18, 2026 |
| EASTERN BANK | History | Added to | 250,558 | 17,476 | 0.3% | 0.02% | 400 | +233,171 | 1341.07% | Q1 2026 | Apr 07, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 244,795 | 17,074 | 1.87% | 7.1% | 401 | -381,129 | -60.89% | Q1 2026 | May 07, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 242,992 | 16,948 | 1.63% | 1.45% | 402 | +17,454 | 7.74% | Q1 2026 | May 05, 2026 |
| CI INVESTMENTS INC. | History | Added to | 236,240 | 16,477 | 0.08% | 0.06% | 403 | +43,388 | 22.5% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 235,805 | 16,447 | 0.08% | 0.08% | 404 | +10,513 | 4.67% | Q1 2026 | May 14, 2026 |
| Glenview Trust Co | History | Added to | 233,746 | 16,303 | 0.26% | 0.24% | 405 | +1,133 | 0.49% | Q1 2026 | May 08, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 233,174 | 16,263 | 2.27% | 1.93% | 406 | +17,823 | 8.28% | Q1 2026 | Apr 13, 2026 |
| Columbia Bank | History | Reduced | 233,136 | 16,261 | 4.64% | 4.49% | 407 | -7,049 | -2.93% | Q1 2026 | Apr 28, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 233,107 | 16,259 | 1.68% | 1.66% | 408 | -10,314 | -4.24% | Q1 2026 | May 12, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 231,530 | 16,149 | 3.82% | 3.51% | 409 | -5,075 | -2.14% | Q1 2026 | Apr 30, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 231,126 | 16,121 | 2.13% | 2.01% | 410 | +9,291 | 4.19% | Q1 2026 | Apr 21, 2026 |
| Neumann Capital Management, LLC | History | Added to | 230,152 | 16,053 | 4.73% | 4.39% | 411 | +4,001 | 1.77% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 227,519 | 15,869 | 0.06% | 0.06% | 412 | +4,995 | 2.24% | Q1 2026 | May 14, 2026 |
| Opus Capital Group, LLC | History | Reduced | 227,297 | 15,854 | 1.71% | 1.67% | 413 | -1,859 | -0.81% | Q1 2026 | Apr 30, 2026 |
| SVB WEALTH LLC | History | Reduced | 226,485 | 15,797 | 1.04% | 0.98% | 414 | -21,258 | -8.58% | Q1 2026 | Apr 17, 2026 |
| Blue Edge Capital, LLC | History | No change | 234,074 | 15,734 | 2.11% | 2.11% | 415 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Madrona Financial Services, LLC | History | Added to | 224,549 | 15,662 | 3.43% | 1.77% | 416 | +101,236 | 82.1% | Q1 2026 | Apr 14, 2026 |
| BSW Wealth Partners | History | Reduced | 224,443 | 15,654 | 1.91% | 1.84% | 417 | -4,253 | -1.86% | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 222,377 | 15,510 | 0.03% | 0.03% | 418 | +32,483 | 17.11% | Q1 2026 | May 15, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 221,123 | 15,423 | 2.75% | 2.83% | 419 | -14,388 | -6.11% | Q1 2026 | Apr 07, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 228,541 | 15,362 | 2.89% | 2.89% | 420 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ascent Wealth Partners, LLC | History | New | 220,156 | 15,355 | 1.78% | — | 421 | +220,156 | New | Q1 2026 | May 06, 2026 |
| Composition Wealth, LLC | History | Added to | 219,323 | 15,297 | 0.21% | 0.19% | 422 | +20,344 | 10.22% | Q1 2026 | Apr 08, 2026 |
| AMG National Trust Bank | History | Added to | 217,489 | 15,169 | 0.33% | 0.27% | 423 | +44,706 | 25.87% | Q1 2026 | May 04, 2026 |
| Invst, LLC | History | Reduced | 215,308 | 15,017 | 1.7% | 1.73% | 424 | -21,704 | -9.16% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 215,200 | 15,010 | 0.02% | — | 425 | +215,200 | New | Q1 2026 | May 14, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 214,310 | 14,948 | 4.69% | 4.47% | 426 | +219 | 0.1% | Q1 2026 | Apr 06, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 213,465 | 14,889 | 7.73% | 7.65% | 427 | -6,733 | -3.06% | Q1 2026 | Apr 27, 2026 |
| Columbus Macro, LLC | History | Added to | 212,817 | 14,844 | 1.59% | 1.54% | 428 | +3,581 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Myriad Asset Management US LP | History | Added to | 211,902 | 14,780 | 22.17% | 8.66% | 429 | +134,976 | 175.46% | Q1 2026 | Apr 15, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 211,440 | 14,747 | 2.14% | 1.93% | 430 | +12,969 | 6.53% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | Added to | 210,756 | 14,700 | 6.33% | 6.16% | 431 | +3,012 | 1.45% | Q1 2026 | May 14, 2026 |
| River Wealth Advisors LLC | History | Added to | 209,199 | 14,591 | 1.68% | 1.1% | 432 | +63,846 | 43.92% | Q1 2026 | May 13, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 208,496 | 14,542 | 4.35% | 4.05% | 433 | +8,983 | 4.5% | Q1 2026 | May 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 207,800 | 14,494 | 0.02% | 0.02% | 434 | -9,050 | -4.17% | Q1 2026 | May 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 206,596 | 14,410 | 1.6% | 1.49% | 435 | +9,706 | 4.93% | Q1 2026 | May 11, 2026 |
| PDS Planning, Inc | History | Reduced | 205,488 | 14,332 | 0.95% | 0.92% | 436 | -201 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Kelly Financial Services LLC | History | Reduced | 205,598 | 14,297 | 3.45% | 5.95% | 437 | -147,854 | -41.83% | Q1 2026 | Apr 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 204,962 | 14,296 | 0.45% | 0.59% | 438 | -35,625 | -14.81% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Added to | 204,269 | 14,247 | 0.3% | 0.26% | 439 | +16,500 | 8.79% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 202,100 | 14,096 | 0.04% | — | 440 | +202,100 | New | Q1 2026 | May 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 200,839 | 14,008 | 0.03% | 0.03% | 441 | -10,985 | -5.19% | Q1 2026 | May 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 200,011 | 13,950 | 1.88% | 1.79% | 442 | +3,367 | 1.71% | Q1 2026 | Apr 08, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 199,650 | 13,925 | 0.01% | 0.05% | 443 | -462,400 | -69.84% | Q1 2026 | May 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 199,294 | 13,900 | 0.7% | 0.67% | 444 | +4,891 | 2.52% | Q1 2026 | May 04, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 199,086 | 13,886 | 0.75% | 0.38% | 445 | +89,262 | 81.28% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 198,992 | 13,879 | 1.86% | 0.08% | 446 | +190,591 | 2268.67% | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 198,945 | 13,876 | 0.37% | 0.32% | 447 | +11,752 | 6.28% | Q1 2026 | May 14, 2026 |
| FDx Advisors, Inc. | History | New | 194,533 | 13,569 | 4.33% | — | 448 | +194,533 | New | Q1 2026 | May 01, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 193,560 | 13,500 | 2.75% | 0.07% | 449 | +188,403 | 3653.34% | Q1 2026 | Apr 14, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 193,455 | 13,493 | 2.86% | 3.25% | 450 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 192,909 | 13,455 | 3.23% | 3.26% | 451 | -6,710 | -3.36% | Q1 2026 | Apr 20, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 191,210 | 13,336 | 2.88% | 2.91% | 452 | -1,478 | -0.77% | Q1 2026 | Apr 27, 2026 |
| Elevated Financial Group LLC | History | Added to | 190,826 | 13,310 | 4.33% | 3.93% | 453 | +21,649 | 12.8% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 190,457 | 13,284 | 0.11% | 0.15% | 454 | -93,577 | -32.95% | Q1 2026 | Apr 24, 2026 |
| Hi-Line Capital Management, LLC | History | Added to | 190,395 | 13,280 | 4.17% | 3.83% | 455 | +19,178 | 11.2% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 178,641 | 13,208 | 0.75% | 0.71% | 456 | -340 | -0.19% | Q1 2026 | Apr 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 169,267 | 13,206 | 2.81% | 3.63% | 457 | -41,549 | -19.71% | Q1 2026 | Apr 28, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 188,998 | 13,181 | 0.22% | 0.2% | 458 | +13,932 | 7.96% | Q1 2026 | May 05, 2026 |
| Callan Family Office, LLC | History | Added to | 187,818 | 13,100 | 0.3% | 0.16% | 459 | +76,038 | 68.02% | Q1 2026 | May 13, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 187,191 | 13,056 | 3.31% | 3.2% | 460 | -2,113 | -1.12% | Q1 2026 | Apr 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 186,059 | 12,977 | 0.75% | 1.24% | 461 | -142,918 | -43.44% | Q1 2026 | Apr 20, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 185,574 | 12,943 | 1.45% | 0.89% | 462 | +70,586 | 61.39% | Q1 2026 | Apr 10, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 185,342 | 12,927 | 6.91% | 6.55% | 463 | +295 | 0.16% | Q1 2026 | Apr 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 185,240 | 12,920 | 0.69% | 0.59% | 464 | +35,955 | 24.08% | Q1 2026 | Apr 16, 2026 |
| NEPC LLC | History | Reduced | 183,588 | 12,805 | 0.25% | 0.27% | 465 | -2,180 | -1.17% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 183,411 | 12,792 | 3.14% | 2.9% | 466 | +9,909 | 5.71% | Q1 2026 | Apr 22, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 183,347 | 12,788 | 2.62% | 1.99% | 467 | +35,581 | 24.08% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 182,644 | 12,739 | 0.06% | 0.03% | 468 | +35,639 | 24.24% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 162,808 | 12,715 | 0.19% | 0.24% | 469 | -17,161 | -9.54% | Q1 2026 | Apr 20, 2026 |
| Probity Advisors, Inc. | History | Added to | 182,019 | 12,695 | 2.01% | 1.96% | 470 | +73 | 0.04% | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 181,906 | 12,687 | 0.43% | 0.08% | 471 | +147,103 | 422.67% | Q1 2026 | May 07, 2026 |
| Hamilton Capital, LLC | History | Added to | 179,838 | 12,543 | 0.65% | 0.56% | 472 | +13,047 | 7.82% | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 179,458 | 12,517 | 1.28% | 1.83% | 473 | -74,866 | -29.44% | Q1 2026 | May 15, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Reduced | 178,920 | 12,479 | 2.62% | 5.42% | 474 | -184,618 | -50.78% | Q1 2026 | Apr 30, 2026 |
| May Hill Capital, LLC | History | Added to | 176,307 | 12,297 | 3.09% | 3.09% | 475 | +5,928 | 3.48% | Q1 2026 | May 06, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 175,202 | 12,220 | 6.96% | 7.23% | 476 | +3,057 | 1.78% | Q1 2026 | Apr 16, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 175,040 | 12,209 | 3.17% | 3.33% | 477 | -14,332 | -7.57% | Q1 2026 | Apr 14, 2026 |
| KM Capital Management Ltd. | History | Reduced | 148,001 | 12,143 | 8.17% | 5.18% | 478 | -2,872 | -1.9% | Q1 2026 | May 15, 2026 |
| Emerald Advisors, LLC | History | Added to | 173,761 | 12,119 | 1.5% | 1.47% | 479 | +12,774 | 7.93% | Q1 2026 | Apr 23, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 173,000 | 12,066 | 0.28% | 0.6% | 480 | -151,000 | -46.6% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 172,943 | 12,062 | 0.14% | 0.08% | 481 | +69,116 | 66.57% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 172,854 | 12,057 | 0.02% | 0.01% | 482 | +53,968 | 45.39% | Q1 2026 | May 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 172,730 | 12,047 | 3.4% | 1.8% | 483 | +60,611 | 54.06% | Q1 2026 | May 14, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Reduced | 171,305 | 11,948 | 4.99% | 15.14% | 484 | -273,060 | -61.45% | Q1 2026 | May 05, 2026 |
| Frontier Asset Management, LLC | History | Added to | 170,366 | 11,883 | 2.49% | 1.77% | 485 | +57,028 | 50.32% | Q1 2026 | May 06, 2026 |
| Keebeck Wealth Management | History | Reduced | 168,454 | 11,749 | 1.32% | 1.37% | 486 | -8,175 | -4.63% | Q1 2026 | May 14, 2026 |
| Marble Wealth, LLC | History | Added to | 168,363 | 11,743 | 2.06% | 1.13% | 487 | +47,257 | 39.02% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Added to | 168,232 | 11,734 | 1.28% | 1.11% | 488 | +11,105 | 7.07% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 168,075 | 11,723 | 0.12% | 0.12% | 489 | -10,162 | -5.7% | Q1 2026 | Apr 13, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 167,757 | 11,701 | 1.9% | 1.86% | 490 | -4,044 | -2.35% | Q1 2026 | Apr 23, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 166,397 | 11,606 | 0.92% | 0.83% | 491 | +9,641 | 6.15% | Q1 2026 | May 15, 2026 |
| Storen Legacy Partners, LLC | History | New | 165,905 | 11,571 | 3.63% | — | 492 | +165,905 | New | Q1 2026 | Apr 22, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 163,502 | 11,404 | 0.73% | 0.71% | 493 | -3,784 | -2.26% | Q1 2026 | Apr 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 163,265 | 11,387 | 0.63% | 0.56% | 494 | +5,688 | 3.61% | Q1 2026 | May 14, 2026 |
| WLTH Capital Management, LLC | History | Reduced | 161,916 | 11,293 | 8.85% | 9.43% | 495 | -617 | -0.38% | Q1 2026 | Apr 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 161,592 | 11,271 | 1.01% | 0.91% | 496 | +44,510 | 38.02% | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 161,062 | 11,234 | 1.06% | 0.97% | 497 | +7,016 | 4.55% | Q1 2026 | Apr 17, 2026 |
| Alliance Wealth Management Group | History | Added to | 160,843 | 11,225 | 2.46% | 2.24% | 498 | +9,082 | 5.98% | Q1 2026 | Apr 29, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 160,590 | 11,201 | 2.97% | 2.93% | 499 | +44 | 0.03% | Q1 2026 | May 12, 2026 |
| Lansing Street Advisors | History | Added to | 160,554 | 11,198 | 2.82% | 2.25% | 500 | +29,602 | 22.61% | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 160,144 | 11,170 | 3.2% | 0.78% | 501 | +130,099 | 433.01% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 160,144 | 11,170 | 3.2% | 3.18% | 502 | +7,178 | 4.69% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 160,057 | 11,164 | 0.82% | 0.89% | 503 | -16,682 | -9.44% | Q1 2026 | Apr 22, 2026 |
| 1832 Asset Management L.P. | History | Added to | 159,634 | 11,134 | 0.01% | 0.0% | 504 | +149,695 | 1506.14% | Q1 2026 | May 14, 2026 |
| Single Point Partners, LLC | History | Added to | 158,237 | 11,037 | 2.2% | 2.09% | 505 | +801 | 0.51% | Q1 2026 | Apr 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 157,363 | 10,976 | 0.31% | 0.27% | 506 | +16,376 | 11.62% | Q1 2026 | May 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 156,925 | 10,945 | 3.14% | 2.86% | 507 | +8,748 | 5.9% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 155,554 | 10,849 | 0.67% | 0.5% | 508 | +1,468 | 0.95% | Q1 2026 | Apr 28, 2026 |
| One Capital Management, LLC | History | Added to | 155,412 | 10,840 | 0.3% | 0.26% | 509 | +25,900 | 20.0% | Q1 2026 | May 12, 2026 |
| AXA S.A. | History | No change | 154,400 | 10,769 | 4.2% | 4.91% | 510 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 154,132 | 10,750 | 2.32% | 1.69% | 511 | +34,353 | 28.68% | Q1 2026 | Apr 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 153,917 | 10,735 | 1.23% | 1.21% | 512 | -2,849 | -1.82% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 159,239 | 10,719 | 0.39% | 0.33% | 513 | +30,645 | 23.83% | Q1 2026 | May 15, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 153,366 | 10,697 | 1.48% | 1.38% | 514 | +3,103 | 2.07% | Q1 2026 | May 14, 2026 |
| Wealthquest Corp | History | No change | 157,791 | 10,606 | 0.8% | 0.8% | 515 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| eCIO, Inc. | History | Added to | 151,881 | 10,593 | 4.65% | 2.26% | 516 | +79,745 | 110.55% | Q1 2026 | Apr 14, 2026 |
| Aspect Partners, LLC | History | Added to | 151,583 | 10,572 | 4.32% | 3.51% | 518 | +32,213 | 26.99% | Q1 2026 | Apr 02, 2026 |
| Brooklyn FI, LLC | History | Added to | 151,583 | 10,572 | 2.22% | 2.11% | 517 | +4,707 | 3.2% | Q1 2026 | May 11, 2026 |
| Next Capital Management LLC | History | Added to | 151,521 | 10,568 | 3.2% | 3.06% | 520 | +9,096 | 6.39% | Q1 2026 | May 07, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 151,521 | 10,568 | 0.47% | 0.47% | 519 | -2,414 | -1.57% | Q1 2026 | Apr 09, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 134,910 | 10,536 | 0.73% | 1.56% | 521 | -182,689 | -57.52% | Q1 2026 | Apr 29, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 150,955 | 10,529 | 0.29% | 0.29% | 522 | -3,960 | -2.56% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Added to | 150,782 | 10,517 | 0.29% | 0.26% | 523 | +13,100 | 9.51% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 133,574 | 10,484 | 0.82% | 0.89% | 524 | -14,245 | -9.64% | Q1 2026 | May 01, 2026 |
| Oak Root LLC | History | Reduced | 149,853 | 10,452 | 1.27% | 1.33% | 525 | -13,787 | -8.43% | Q1 2026 | Apr 10, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 149,752 | 10,445 | 0.85% | 0.78% | 526 | +12,912 | 9.44% | Q1 2026 | Apr 13, 2026 |
| Omega Financial Group, LLC | History | Added to | 149,522 | 10,429 | 3.39% | 3.16% | 527 | +6,670 | 4.67% | Q1 2026 | May 12, 2026 |
| Shelter Ins Retirement Plan | History | No change | 148,902 | 10,385 | 11.56% | 10.82% | 528 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 147,504 | 10,288 | 5.44% | 5.76% | 529 | +2,198 | 1.51% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 147,108 | 10,260 | 2.58% | 3.04% | 530 | +6,471 | 4.6% | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 146,811 | 10,240 | 0.02% | 0.02% | 531 | -20,505 | -12.26% | Q1 2026 | May 15, 2026 |
| PKO Investment Management Joint-Stock Co | History | Added to | 146,543 | 10,221 | 0.86% | 0.54% | 532 | +45,048 | 44.38% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 146,310 | 10,205 | 1.6% | 1.66% | 533 | -9,427 | -6.05% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 145,191 | 10,127 | 0.17% | 0.19% | 534 | -6 | -0.0% | Q1 2026 | May 18, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 145,164 | 10,125 | 2.97% | 2.94% | 535 | -3,764 | -2.53% | Q1 2026 | May 14, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Reduced | 145,082 | 10,119 | 3.08% | 2.88% | 536 | -170 | -0.12% | Q1 2026 | May 13, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 144,793 | 10,100 | 2.86% | 3.01% | 537 | -9,568 | -6.2% | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Added to | 144,577 | 10,084 | 2.25% | 2.09% | 538 | +11,188 | 8.39% | Q1 2026 | Apr 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 144,150 | 10,054 | 0.8% | 0.52% | 539 | +45,656 | 46.35% | Q1 2026 | May 14, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 142,537 | 9,941 | 0.69% | 0.86% | 540 | -45,568 | -24.22% | Q1 2026 | May 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 142,380 | 9,930 | 1.26% | 0.67% | 541 | +60,949 | 74.85% | Q1 2026 | Apr 13, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 142,209 | 9,919 | 3.8% | 3.54% | 542 | +6,998 | 5.18% | Q1 2026 | May 05, 2026 |
| Fairway Wealth LLC | History | Added to | 140,864 | 9,825 | 2.59% | 2.45% | 543 | +5,947 | 4.41% | Q1 2026 | Apr 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 140,034 | 9,767 | 0.11% | 0.09% | 544 | +18,421 | 15.15% | Q1 2026 | May 13, 2026 |
| Roth Financial Partners LLC | History | Added to | 139,749 | 9,735 | 3.32% | 3.08% | 545 | +762 | 0.55% | Q1 2026 | Apr 21, 2026 |
| CONNING INC. | History | No change | 137,998 | 9,625 | 0.32% | 0.31% | 546 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Community Bank, N.A. | History | Reduced | 137,915 | 9,619 | 1.14% | 1.1% | 547 | -39 | -0.03% | Q1 2026 | May 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 137,711 | 9,605 | 0.73% | 0.63% | 548 | +21,004 | 18.0% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 137,669 | 9,602 | 0.36% | 0.35% | 549 | -4,249 | -2.99% | Q1 2026 | Apr 20, 2026 |
| WBH ADVISORY INC | History | Added to | 136,447 | 9,589 | 0.72% | 0.6% | 550 | +15,517 | 12.83% | Q1 2026 | Apr 27, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 137,441 | 9,586 | 0.43% | 0.29% | 551 | +41,397 | 43.1% | Q1 2026 | May 05, 2026 |
| ROGCO, LP | History | Added to | 137,083 | 9,561 | 3.19% | 3.05% | 552 | +227 | 0.17% | Q1 2026 | May 04, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 137,007 | 9,556 | 1.63% | 1.67% | 553 | -8,879 | -6.09% | Q1 2026 | May 01, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 136,927 | 9,550 | 4.68% | 4.69% | 554 | -2,975 | -2.13% | Q1 2026 | Apr 08, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 136,633 | 9,530 | 0.12% | 0.08% | 555 | +29,449 | 27.48% | Q1 2026 | Apr 15, 2026 |
| RPTC Inc. | History | Reduced | 136,597 | 9,527 | 1.67% | 1.58% | 556 | -3,250 | -2.32% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 135,554 | 9,454 | 0.14% | 0.1% | 557 | +40,913 | 43.23% | Q1 2026 | Apr 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 135,526 | 9,452 | 0.79% | 0.72% | 558 | +7,346 | 5.73% | Q1 2026 | Apr 20, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 133,729 | 9,327 | 0.18% | 0.12% | 559 | +34,887 | 35.3% | Q1 2026 | May 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 133,579 | 9,317 | 0.08% | 0.06% | 560 | +30,011 | 28.98% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 133,384 | 9,303 | 0.07% | 0.07% | 561 | -4,931 | -3.57% | Q1 2026 | May 11, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 131,719 | 9,187 | 3.08% | 2.73% | 562 | +9,504 | 7.78% | Q1 2026 | May 05, 2026 |
| ALLIANZ SE | History | Added to | 131,050 | 9,140 | 0.1% | 0.11% | 563 | +2,500 | 1.94% | Q1 2026 | May 11, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 130,922 | 9,131 | 0.26% | 0.24% | 564 | +3,831 | 3.01% | Q1 2026 | May 14, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Added to | 130,265 | 9,085 | 1.28% | 0.05% | 565 | +126,021 | 2969.39% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 128,623 | 8,971 | 1.14% | 1.12% | 566 | -7,803 | -5.72% | Q1 2026 | Apr 07, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 127,621 | 8,901 | 5.07% | — | 567 | +127,621 | New | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 127,240 | 8,874 | 0.01% | 0.01% | 568 | -2,805 | -2.16% | Q1 2026 | May 13, 2026 |
| VPR Management LLC | History | No change | 126,800 | 8,844 | 3.53% | 3.8% | 569 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 126,554 | 8,828 | 2.89% | 3.57% | 570 | -23,297 | -15.55% | Q1 2026 | May 14, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 126,446 | 8,819 | 1.47% | 1.51% | 571 | -191 | -0.15% | Q1 2026 | Apr 16, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 126,394 | 8,815 | 7.3% | 6.9% | 572 | +6,137 | 5.1% | Q1 2026 | Apr 29, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 126,216 | 8,803 | 2.99% | 2.75% | 573 | +8,125 | 6.88% | Q1 2026 | May 04, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 126,189 | 8,801 | 2.84% | 4.32% | 574 | -68,082 | -35.04% | Q1 2026 | May 01, 2026 |
| DE BURLO GROUP INC | History | Reduced | 125,950 | 8,785 | 1.99% | 3.6% | 575 | -314,700 | -71.42% | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 125,776 | 8,772 | 0.52% | 0.18% | 576 | +81,195 | 182.13% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Reduced | 125,774 | 8,772 | 0.3% | 0.31% | 577 | -9,150 | -6.78% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 124,885 | 8,710 | 0.39% | 0.36% | 578 | +7,864 | 6.72% | Q1 2026 | May 12, 2026 |
| True Vision MN LLC | History | Reduced | 124,107 | 8,656 | 4.46% | 4.8% | 579 | -16,533 | -11.76% | Q1 2026 | Apr 16, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 123,447 | 8,614 | 2.04% | 1.94% | 580 | -926 | -0.74% | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 122,865 | 8,569 | 0.56% | 0.03% | 581 | +115,199 | 1502.73% | Q1 2026 | May 07, 2026 |
| Argent Trust Co | History | Added to | 122,416 | 8,538 | 0.29% | 0.17% | 582 | +48,447 | 65.5% | Q1 2026 | May 13, 2026 |
| SACHEM HILL LLC | History | Reduced | 122,401 | 8,537 | 1.65% | 1.65% | 583 | -4,168 | -3.29% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 122,279 | 8,528 | 0.33% | 0.31% | 584 | -3,189 | -2.54% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 121,671 | 8,481 | 0.01% | 0.01% | 585 | -97,907 | -44.59% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Reduced | 121,363 | 8,465 | 0.48% | 0.51% | 586 | -13,221 | -9.82% | Q1 2026 | Apr 22, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 121,227 | 8,455 | 0.95% | 1.0% | 587 | -12,478 | -9.33% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 120,852 | 8,425 | 0.13% | 0.04% | 588 | +88,101 | 269.0% | Q1 2026 | May 15, 2026 |
| Geneva Partners, LLC | History | New | 120,715 | 8,419 | 4.04% | — | 589 | +120,715 | New | Q1 2026 | Apr 29, 2026 |
| Versant Capital Management, Inc | History | New | 120,588 | 8,411 | 0.83% | — | 591 | +120,588 | New | Q1 2026 | Apr 06, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 120,636 | 8,411 | 1.67% | 1.57% | 590 | +9,373 | 8.42% | Q1 2026 | May 08, 2026 |
| FIL Ltd | History | Reduced | 120,567 | 8,409 | 0.01% | 0.01% | 592 | -19,487 | -13.91% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Reduced | 120,555 | 8,408 | 1.42% | 1.85% | 593 | -24,433 | -16.85% | Q1 2026 | May 08, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 120,029 | 8,372 | 0.6% | 0.53% | 594 | +5,604 | 4.9% | Q1 2026 | Apr 10, 2026 |
| GoalVest Advisory LLC | History | Added to | 119,839 | 8,358 | 1.63% | 0.27% | 595 | +98,912 | 472.65% | Q1 2026 | Apr 13, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 119,784 | 8,354 | 3.45% | 3.82% | 596 | -18,140 | -13.15% | Q1 2026 | Apr 08, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 119,630 | 8,344 | 5.65% | 5.5% | 597 | +366 | 0.31% | Q1 2026 | Apr 21, 2026 |
| Texas Yale Capital Corp. | History | Added to | 119,070 | 8,305 | 0.24% | 0.24% | 598 | +1,625 | 1.38% | Q1 2026 | May 04, 2026 |
| Avid Wealth Partners LLC | History | Added to | 118,272 | 8,249 | 3.9% | 3.71% | 599 | +5,245 | 4.64% | Q1 2026 | Apr 30, 2026 |
| Aspirean Wealth, LLC | History | Added to | 118,235 | 8,246 | 8.96% | 8.55% | 600 | +1,760 | 1.51% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 117,812 | 8,217 | 0.19% | 0.13% | 601 | +36,500 | 44.89% | Q1 2026 | May 04, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 117,308 | 8,182 | 5.59% | 5.57% | 602 | -6,431 | -5.2% | Q1 2026 | May 04, 2026 |
| GAM Holding AG | History | No change | 120,685 | 8,113 | 0.52% | 0.52% | 603 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 115,379 | 8,047 | 0.59% | 0.54% | 604 | +8,578 | 8.03% | Q1 2026 | May 05, 2026 |
| Americana Partners, LLC | History | Added to | 115,302 | 8,042 | 0.21% | 0.19% | 605 | +14,387 | 14.26% | Q1 2026 | May 12, 2026 |
| AMICA MUTUAL INSURANCE CO | History | New | 114,821 | 8,009 | 0.69% | — | 606 | +114,821 | New | Q1 2026 | May 05, 2026 |
| BANK OF STOCKTON | History | Reduced | 114,429 | 7,981 | 2.47% | 2.35% | 607 | -7,766 | -6.36% | Q1 2026 | Apr 29, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 113,515 | 7,917 | 1.67% | 1.7% | 609 | -6,540 | -5.45% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 113,506 | 7,917 | 0.04% | 0.04% | 608 | -3,104 | -2.66% | Q1 2026 | Apr 30, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 113,000 | 7,881 | 0.01% | 0.01% | 610 | +11,000 | 10.78% | Q1 2026 | May 11, 2026 |
| Crane Advisory, LLC | History | Added to | 102,203 | 7,832 | 1.17% | 0.98% | 611 | +10,866 | 11.9% | Q1 2026 | Apr 20, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 111,787 | 7,797 | 5.99% | 6.64% | 612 | -13,604 | -10.85% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 101,913 | 7,790 | 0.5% | 0.94% | 613 | -102,667 | -50.18% | Q1 2026 | Apr 22, 2026 |
| Financial Council, LLC | History | Added to | 111,575 | 7,782 | 3.0% | 2.86% | 614 | +4,979 | 4.67% | Q1 2026 | Apr 21, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 111,567 | 7,781 | 4.6% | 3.3% | 616 | +24,389 | 27.98% | Q1 2026 | Apr 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 111,871 | 7,781 | 0.69% | 0.71% | 615 | -3,244 | -2.82% | Q1 2026 | May 11, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 111,469 | 7,774 | 2.52% | 1.49% | 617 | +42,223 | 60.98% | Q1 2026 | Apr 21, 2026 |
| LifeWealth Investments, LLC | History | Added to | 111,442 | 7,773 | 2.32% | 2.01% | 618 | +16,784 | 17.73% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 111,306 | 7,763 | 0.17% | 0.1% | 619 | +41,612 | 59.71% | Q1 2026 | May 15, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 100,363 | 7,755 | 3.39% | 3.31% | 620 | -15,131 | -13.1% | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | Reduced | 111,115 | 7,750 | 0.35% | 0.36% | 621 | -7,905 | -6.64% | Q1 2026 | Apr 30, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 110,860 | 7,732 | 1.81% | 0.25% | 622 | +95,426 | 618.28% | Q1 2026 | Apr 24, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 110,795 | 7,727 | 5.63% | 5.4% | 623 | -337 | -0.3% | Q1 2026 | Apr 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 110,760 | 7,725 | 0.44% | 0.63% | 624 | +32,573 | 41.66% | Q1 2026 | Apr 22, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 110,648 | 7,717 | 0.47% | 0.46% | 625 | +2 | 0.0% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 110,616 | 7,715 | 1.09% | 1.14% | 626 | -12,219 | -9.95% | Q1 2026 | Apr 15, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 110,347 | 7,696 | 1.93% | 2.95% | 627 | -61,761 | -35.89% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 109,936 | 7,668 | 0.16% | 0.15% | 628 | -4,680 | -4.08% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 109,429 | 7,632 | 0.1% | 0.09% | 629 | -379 | -0.35% | Q1 2026 | May 08, 2026 |
| Jefferies Financial Group Inc. | History | New | 109,163 | 7,614 | 0.05% | — | 630 | +109,163 | New | Q1 2026 | May 07, 2026 |
| AXIOM INVESTORS LLC /DE | History | Reduced | 108,300 | 7,553 | 0.08% | 0.09% | 631 | -47,100 | -30.31% | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | Reduced | 108,153 | 7,543 | 0.91% | 1.53% | 632 | -58,406 | -35.07% | Q1 2026 | Apr 21, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 107,683 | 7,511 | 2.76% | 2.89% | 633 | -3,120 | -2.82% | Q1 2026 | Apr 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 106,337 | 7,417 | 0.14% | 0.14% | 634 | -4,778 | -4.3% | Q1 2026 | May 01, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 106,335 | 7,416 | 0.97% | 0.72% | 635 | +24,240 | 29.53% | Q1 2026 | May 04, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 106,101 | 7,401 | 4.05% | 3.05% | 636 | +22,899 | 27.52% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 106,069 | 7,398 | 0.38% | 0.37% | 637 | +3,073 | 2.98% | Q1 2026 | Apr 17, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 106,046 | 7,396 | 2.62% | 2.45% | 638 | +1,723 | 1.65% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 105,852 | 7,383 | 0.04% | 0.03% | 639 | +39,610 | 59.8% | Q1 2026 | May 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 105,234 | 7,340 | 1.14% | 1.48% | 640 | -28,766 | -21.47% | Q1 2026 | May 06, 2026 |
| Clarius Group, LLC | History | No change | 108,160 | 7,270 | 0.42% | 0.42% | 641 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 103,770 | 7,237 | 0.38% | 0.36% | 642 | -2,980 | -2.79% | Q1 2026 | Apr 29, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 103,305 | 7,205 | 1.71% | 1.61% | 643 | -576 | -0.55% | Q1 2026 | Apr 10, 2026 |
| Crewe Advisors LLC | History | Added to | 103,225 | 7,199 | 0.61% | 0.41% | 644 | +35,173 | 51.69% | Q1 2026 | May 07, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 92,599 | 7,180 | 0.28% | 0.24% | 645 | +5,898 | 6.8% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 102,768 | 7,169 | 0.12% | 0.05% | 646 | +53,716 | 109.51% | Q1 2026 | Apr 14, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 102,090 | 7,120 | 1.79% | 1.74% | 647 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Causey Wealth LLC | History | Reduced | 101,963 | 7,111 | 3.02% | 3.55% | 648 | -6,377 | -5.89% | Q1 2026 | May 12, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 101,818 | 7,101 | 1.96% | 1.29% | 649 | +40,969 | 67.33% | Q1 2026 | Apr 09, 2026 |
| Sentinel Advisory Group, LLC | History | New | 101,452 | 7,076 | 3.45% | — | 650 | +101,452 | New | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 101,361 | 7,069 | 0.27% | 0.21% | 651 | +15,225 | 17.68% | Q1 2026 | Apr 16, 2026 |
| Boston Trust Walden Corp | History | Added to | 101,196 | 7,058 | 0.06% | 0.0% | 652 | +94,607 | 1435.83% | Q1 2026 | Apr 24, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 100,652 | 7,020 | 0.21% | 0.2% | 653 | -2,622 | -2.54% | Q1 2026 | Apr 24, 2026 |
| 10Elms LLP | History | Added to | 100,608 | 7,017 | 4.43% | 4.61% | 654 | +25,815 | 34.52% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 100,417 | 7,004 | 0.04% | 0.01% | 655 | +82,432 | 458.34% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 104,091 | 6,997 | 0.24% | 0.24% | 656 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | Added to | 100,060 | 6,979 | 0.39% | 0.37% | 657 | +2,291 | 2.34% | Q1 2026 | Apr 23, 2026 |
| United Financial Planning Group LLC | History | Reduced | 100,070 | 6,979 | 4.13% | 4.11% | 658 | -738 | -0.73% | Q1 2026 | May 08, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 99,952 | 6,971 | 0.84% | 0.83% | 659 | -3,412 | -3.3% | Q1 2026 | May 14, 2026 |
| Peak Wealth Management LLC | History | Added to | 99,717 | 6,955 | 5.71% | 5.33% | 660 | +4,924 | 5.19% | Q1 2026 | Apr 14, 2026 |
| Galilei Investment Office LLP | History | No change | 99,500 | 6,940 | 3.6% | 3.15% | 661 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chicago Wealth Management, Inc. | History | New | 99,330 | 6,928 | 2.77% | — | 662 | +99,330 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 86,362 | 6,921 | 0.92% | 0.78% | 663 | +19,514 | 29.19% | Q1 2026 | May 06, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 102,078 | 6,894 | 0.21% | 0.19% | 664 | +6,897 | 7.25% | Q1 2026 | May 11, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 98,603 | 6,877 | 2.39% | 2.21% | 665 | +1,811 | 1.87% | Q1 2026 | Apr 21, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 97,693 | 6,814 | 2.8% | 2.61% | 666 | -801 | -0.81% | Q1 2026 | Apr 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 97,618 | 6,808 | 0.15% | 0.14% | 667 | -22 | -0.02% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 89,747 | 6,785 | 0.12% | 0.11% | 668 | +1,163 | 1.31% | Q1 2026 | May 15, 2026 |
| MTC Wealth Management LLC | History | Reduced | 97,018 | 6,767 | 3.21% | 5.04% | 669 | -62,812 | -39.3% | Q1 2026 | May 04, 2026 |
| Pointe Capital Management LLC | History | Added to | 96,689 | 6,744 | 3.34% | 3.15% | 670 | +2,335 | 2.47% | Q1 2026 | May 15, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 96,562 | 6,735 | 5.6% | 5.58% | 671 | -3,278 | -3.28% | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | Added to | 96,163 | 6,707 | 1.08% | 0.45% | 672 | +57,338 | 147.68% | Q1 2026 | Apr 29, 2026 |
| Tepp RIA, LLC | History | New | 95,937 | 6,691 | 5.24% | — | 673 | +95,937 | New | Q1 2026 | Apr 22, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 95,834 | 6,684 | 2.4% | 2.42% | 674 | +526 | 0.55% | Q1 2026 | May 13, 2026 |
| Able Wealth Management LLC | History | Added to | 95,545 | 6,664 | 1.78% | 0.21% | 675 | +85,659 | 866.47% | Q1 2026 | Apr 24, 2026 |
| FULTON BANK, N.A. | History | Added to | 95,018 | 6,627 | 0.23% | 0.08% | 676 | +60,035 | 171.61% | Q1 2026 | Apr 24, 2026 |
| Liquid Strategies, LLC | History | Added to | 94,877 | 6,617 | 1.42% | 1.29% | 677 | +7,017 | 7.99% | Q1 2026 | May 01, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 97,776 | 6,582 | 0.42% | 0.33% | 678 | -8,957 | -8.39% | Q1 2026 | Apr 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 94,212 | 6,571 | 0.34% | 0.32% | 679 | +3,932 | 4.36% | Q1 2026 | Apr 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 93,931 | 6,551 | 0.82% | 2.15% | 680 | -167,783 | -64.11% | Q1 2026 | Apr 21, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 93,165 | 6,498 | 1.06% | 1.05% | 681 | -284 | -0.3% | Q1 2026 | Apr 21, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 92,545 | 6,454 | 1.01% | 0.97% | 682 | +2,649 | 2.95% | Q1 2026 | May 01, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 92,525 | 6,453 | 0.02% | 0.02% | 683 | -8,465 | -8.38% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 92,084 | 6,422 | 0.22% | 0.22% | 684 | -3,475 | -3.64% | Q1 2026 | Apr 07, 2026 |
| Compound Planning, Inc. | History | Added to | 91,912 | 6,410 | 0.2% | 0.11% | 685 | +37,232 | 68.09% | Q1 2026 | May 14, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 82,057 | 6,392 | 1.22% | 1.13% | 686 | +1,480 | 1.84% | Q1 2026 | Apr 29, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 91,415 | 6,376 | 1.19% | 1.09% | 687 | +5,232 | 6.07% | Q1 2026 | Apr 28, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 90,904 | 6,340 | 0.94% | 1.38% | 688 | -43,932 | -32.58% | Q1 2026 | May 11, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 90,550 | 6,315 | 3.12% | 3.02% | 689 | +25 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Mechanics Financial Corp | History | Added to | 89,762 | 6,260 | 2.62% | 2.08% | 690 | +6,129 | 7.33% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 89,447 | 6,238 | 0.13% | 0.13% | 691 | +810 | 0.91% | Q1 2026 | May 01, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 89,425 | 6,237 | 3.94% | 3.91% | 692 | +4,386 | 5.16% | Q1 2026 | May 11, 2026 |
| Lantz Financial LLC | History | Reduced | 89,282 | 6,227 | 1.29% | 1.3% | 693 | -2,444 | -2.66% | Q1 2026 | Apr 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 89,205 | 6,222 | 0.23% | 0.23% | 694 | -2,762 | -3.0% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 88,990 | 6,207 | 1.4% | 1.39% | 695 | -5,606 | -5.93% | Q1 2026 | Apr 10, 2026 |
| Lutz Financial Services LLC | History | Reduced | 88,939 | 6,203 | 0.42% | 0.41% | 696 | -465 | -0.52% | Q1 2026 | May 04, 2026 |
| FSA Investment Group, LLC | History | New | 88,907 | 6,201 | 2.5% | — | 697 | +88,907 | New | Q1 2026 | Apr 21, 2026 |
| Sequent Planning LLC | History | Added to | 88,552 | 6,176 | 1.49% | 1.33% | 698 | +10,810 | 13.9% | Q1 2026 | Apr 21, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 87,873 | 6,129 | 0.62% | 0.58% | 699 | +2,674 | 3.14% | Q1 2026 | May 08, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 87,434 | 6,098 | 3.57% | 3.31% | 700 | +2,022 | 2.37% | Q1 2026 | Apr 17, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 87,421 | 6,097 | 1.73% | 0.92% | 701 | +36,613 | 72.06% | Q1 2026 | Apr 16, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 86,966 | 6,065 | 0.43% | 1.33% | 702 | -187,136 | -68.27% | Q1 2026 | May 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 86,768 | 6,052 | 1.54% | 1.81% | 703 | -8,839 | -9.25% | Q1 2026 | Apr 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 86,228 | 6,014 | 0.16% | 0.2% | 704 | -3,916 | -4.34% | Q1 2026 | May 11, 2026 |
| Frisco Financial Planning LLC | History | Added to | 86,054 | 6,002 | 4.95% | 4.81% | 705 | +396 | 0.46% | Q1 2026 | May 12, 2026 |
| PCM Encore, LLC | History | Added to | 85,866 | 5,989 | 1.23% | 1.14% | 706 | +6,184 | 7.76% | Q1 2026 | May 12, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 85,757 | 5,981 | 4.34% | 3.73% | 707 | +11,051 | 14.79% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Management, Inc. | History | Added to | 85,239 | 5,945 | 0.95% | 0.91% | 708 | +2,047 | 2.46% | Q1 2026 | Apr 16, 2026 |
| Portside Wealth Group, LLC | History | Added to | 84,650 | 5,904 | 0.8% | 0.03% | 709 | +80,828 | 2114.81% | Q1 2026 | May 12, 2026 |
| Coral Wealth Management, LLC | History | New | 84,446 | 5,890 | 6.59% | — | 710 | +84,446 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 84,126 | 5,867 | 0.21% | 0.17% | 711 | +30,389 | 56.55% | Q1 2026 | May 19, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 83,877 | 5,850 | 0.88% | 0.91% | 712 | -2,325 | -2.7% | Q1 2026 | Apr 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 83,842 | 5,848 | 1.97% | 2.0% | 713 | -5,811 | -6.48% | Q1 2026 | May 13, 2026 |
| M1 Capital Management LLC | History | Reduced | 83,829 | 5,847 | 2.69% | 2.62% | 714 | -9,490 | -10.17% | Q1 2026 | May 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 83,587 | 5,830 | 0.57% | 0.26% | 715 | +43,226 | 107.1% | Q1 2026 | Apr 30, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 83,287 | 5,809 | 0.45% | 0.58% | 716 | -22,138 | -21.0% | Q1 2026 | Apr 22, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 83,151 | 5,799 | 2.87% | 4.2% | 717 | -38,462 | -31.63% | Q1 2026 | Apr 16, 2026 |
| Convergence Financial, LLC | History | Reduced | 83,111 | 5,797 | 0.61% | 0.95% | 718 | -13,320 | -13.81% | Q1 2026 | May 11, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 82,962 | 5,786 | 2.36% | 2.54% | 719 | -3,291 | -3.82% | Q1 2026 | May 06, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 82,755 | 5,772 | 2.98% | 3.06% | 720 | -1,757 | -2.08% | Q1 2026 | Apr 10, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 82,331 | 5,742 | 0.68% | 0.68% | 721 | -4,551 | -5.24% | Q1 2026 | Apr 21, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 81,616 | 5,692 | 0.35% | 0.34% | 722 | -1,194 | -1.44% | Q1 2026 | May 04, 2026 |
| Life Planning Partners, Inc | History | Added to | 81,403 | 5,677 | 4.33% | 4.13% | 723 | +1,230 | 1.53% | Q1 2026 | Apr 28, 2026 |
| Custos Family Office, LLC | History | No change | 84,450 | 5,676 | 3.87% | 3.87% | 724 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 81,078 | 5,655 | 2.65% | 2.54% | 725 | -856 | -1.04% | Q1 2026 | Apr 16, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 80,739 | 5,631 | 1.7% | 1.67% | 726 | -2,719 | -3.26% | Q1 2026 | Apr 22, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 80,202 | 5,594 | 0.08% | 0.14% | 727 | -37,078 | -31.61% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 80,044 | 5,583 | 1.43% | 1.18% | 728 | +4,877 | 6.49% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 79,900 | 5,573 | 0.11% | 0.1% | 729 | +5,728 | 7.72% | Q1 2026 | Apr 15, 2026 |
| Beacon Bank & Trust | History | Added to | 79,807 | 5,566 | 1.14% | 0.94% | 730 | +10,595 | 15.31% | Q1 2026 | Apr 28, 2026 |
| Mosley Wealth Management | History | Added to | 83,495 | 5,503 | 2.49% | 2.56% | 731 | +409 | 0.49% | Q1 2026 | Apr 27, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 78,585 | 5,481 | 1.46% | 1.36% | 732 | +2,169 | 2.84% | Q1 2026 | Apr 16, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 78,465 | 5,472 | 5.44% | 6.03% | 733 | -11,318 | -12.61% | Q1 2026 | Apr 14, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 78,390 | 5,467 | 0.74% | 0.75% | 734 | -2,397 | -2.97% | Q1 2026 | Apr 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 78,279 | 5,459 | 0.08% | 0.09% | 735 | -10,043 | -11.37% | Q1 2026 | May 15, 2026 |
| Allie Family Office LLC | History | Added to | 77,935 | 5,441 | 2.38% | 2.43% | 736 | +460 | 0.59% | Q1 2026 | May 13, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 77,971 | 5,438 | 0.08% | 0.09% | 737 | -13,036 | -14.32% | Q1 2026 | Apr 08, 2026 |
| Tacita Capital Inc | History | Reduced | 77,946 | 5,436 | 3.22% | 3.16% | 738 | -3,110 | -3.84% | Q1 2026 | May 07, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 77,920 | 5,434 | 0.93% | 1.18% | 739 | -21,428 | -21.57% | Q1 2026 | Apr 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 77,860 | 5,430 | 0.36% | 0.45% | 740 | +4,203 | 5.71% | Q1 2026 | May 07, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 77,578 | 5,411 | 0.79% | — | 741 | +77,578 | New | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 77,450 | 5,402 | 0.18% | 0.12% | 742 | -1,281 | -1.63% | Q1 2026 | Apr 23, 2026 |
| Steele Capital Management, Inc. | History | Added to | 77,388 | 5,397 | 0.22% | 0.22% | 743 | +264 | 0.34% | Q1 2026 | Apr 29, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 77,149 | 5,381 | 1.61% | 1.65% | 744 | -5,187 | -6.3% | Q1 2026 | Apr 20, 2026 |
| Shelter Mutual Insurance Co | History | No change | 77,114 | 5,378 | 1.2% | 1.16% | 745 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Summitas Investment Management LLC | History | New | 76,961 | 5,368 | 4.21% | — | 746 | +76,961 | New | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 76,912 | 5,364 | 0.22% | 0.17% | 747 | +15,217 | 24.66% | Q1 2026 | May 12, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 76,637 | 5,345 | 1.1% | 1.06% | 748 | +261 | 0.34% | Q1 2026 | Apr 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 76,551 | 5,339 | 0.05% | 0.06% | 749 | +2,539 | 3.43% | Q1 2026 | May 12, 2026 |
| Advisor OS, LLC | History | New | 76,367 | 5,326 | 0.39% | — | 750 | +76,367 | New | Q1 2026 | May 07, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 76,290 | 5,321 | 0.28% | 0.24% | 751 | -2,909 | -3.67% | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 78,716 | 5,291 | 0.35% | 0.35% | 752 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 64,862 | 5,284 | 3.09% | 1.68% | 753 | +30,692 | 89.82% | Q1 2026 | May 11, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 75,449 | 5,262 | 2.55% | 2.4% | 754 | +171 | 0.23% | Q1 2026 | May 12, 2026 |
| S. R. Schill & Associates | History | New | 75,350 | 5,255 | 3.55% | — | 755 | +75,350 | New | Q1 2026 | May 01, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 74,202 | 5,175 | 3.92% | 3.15% | 756 | +18,024 | 32.08% | Q1 2026 | Apr 27, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 73,683 | 5,139 | 0.09% | 0.08% | 757 | +127 | 0.17% | Q1 2026 | May 13, 2026 |
| Vericrest Private Wealth | History | Reduced | 73,634 | 5,135 | 4.61% | 4.58% | 758 | -3,092 | -4.03% | Q1 2026 | May 06, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 73,567 | 5,131 | 0.54% | 0.51% | 760 | +4,709 | 6.84% | Q1 2026 | May 11, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 73,570 | 5,131 | 0.3% | 0.32% | 759 | -3,924 | -5.06% | Q1 2026 | Apr 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 76,058 | 5,112 | 0.33% | 0.33% | 761 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 73,200 | 5,105 | 0.01% | 0.06% | 762 | -337,600 | -82.18% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 72,942 | 5,087 | 3.21% | 2.99% | 763 | +2,564 | 3.64% | Q1 2026 | Apr 07, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 75,209 | 5,063 | 0.21% | 0.27% | 764 | +3,349 | 4.66% | Q1 2026 | Apr 27, 2026 |
| Smith Salley Wealth Management | History | Added to | 72,586 | 5,062 | 0.25% | 0.23% | 765 | +3,340 | 4.82% | Q1 2026 | Apr 16, 2026 |
| United Advisor Group, LLC | History | Added to | 72,521 | 5,058 | 0.62% | 0.56% | 766 | +5,534 | 8.26% | Q1 2026 | Apr 17, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 72,055 | 5,025 | 2.92% | 2.41% | 767 | +11,871 | 19.72% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 71,843 | 5,011 | 0.09% | 0.1% | 768 | -6,088 | -7.81% | Q1 2026 | Apr 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 71,685 | 5,000 | 0.38% | 0.36% | 769 | +3,385 | 4.96% | Q1 2026 | Apr 27, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 71,633 | 4,996 | 1.57% | 1.03% | 770 | +22,277 | 45.14% | Q1 2026 | Apr 16, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 71,542 | 4,990 | 1.35% | 0.96% | 771 | +19,838 | 38.37% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 71,486 | 4,986 | 0.1% | 0.09% | 772 | +3,531 | 5.2% | Q1 2026 | Apr 17, 2026 |
| Walker Financial Services, Inc. | History | Added to | 71,442 | 4,983 | 1.7% | 1.41% | 773 | +13,486 | 23.27% | Q1 2026 | Apr 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 71,404 | 4,980 | 0.18% | 0.27% | 774 | -44,036 | -38.15% | Q1 2026 | Apr 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 71,241 | 4,969 | 1.98% | 1.92% | 775 | +818 | 1.16% | Q1 2026 | Apr 22, 2026 |
| Hamilton Wealth, LLC | History | Added to | 71,235 | 4,968 | 0.35% | 0.04% | 776 | +68,067 | 2148.58% | Q1 2026 | May 18, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 70,907 | 4,945 | 2.45% | 2.46% | 777 | -2,282 | -3.12% | Q1 2026 | Apr 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 70,869 | 4,943 | 0.6% | 1.19% | 778 | -75,023 | -51.42% | Q1 2026 | Apr 23, 2026 |
| Canopy Partners, LLC | History | Reduced | 70,679 | 4,929 | 1.69% | 1.57% | 779 | -1,048 | -1.46% | Q1 2026 | May 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 70,504 | 4,917 | 1.08% | 0.72% | 780 | +21,715 | 44.51% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 70,293 | 4,902 | 0.32% | 0.27% | 781 | +7,726 | 12.35% | Q1 2026 | Apr 15, 2026 |
| Stonebrook Private Inc. | History | Reduced | 70,163 | 4,893 | 1.04% | 3.75% | 782 | -196,589 | -73.7% | Q1 2026 | May 11, 2026 |
| Astra Wealth Partners LLC | History | Added to | 70,115 | 4,890 | 2.92% | 2.71% | 783 | +1,616 | 2.36% | Q1 2026 | May 06, 2026 |
| PW Nova Financial Services LLC | History | Added to | 69,238 | 4,829 | 1.21% | 1.72% | 784 | +3,231 | 4.89% | Q1 2026 | Apr 15, 2026 |
| Stone Summit Wealth LLC | History | Added to | 68,989 | 4,811 | 1.34% | 1.19% | 785 | +3,835 | 5.89% | Q1 2026 | Apr 22, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 68,658 | 4,788 | 0.58% | — | 786 | +68,658 | New | Q1 2026 | May 05, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 68,541 | 4,780 | 1.88% | 1.83% | 787 | +1,644 | 2.46% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 68,474 | 4,776 | 0.36% | 0.31% | 788 | -7,009 | -9.29% | Q1 2026 | May 20, 2026 |
| King Wealth Management Group | History | Added to | 68,320 | 4,765 | 0.6% | 0.54% | 789 | +1,682 | 2.52% | Q1 2026 | May 04, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 68,180 | 4,755 | 1.37% | 1.4% | 790 | -2,011 | -2.87% | Q1 2026 | May 15, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 60,437 | 4,724 | 4.43% | 4.36% | 791 | +873 | 1.47% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 67,136 | 4,682 | 0.09% | 0.06% | 792 | +23,202 | 52.81% | Q1 2026 | May 11, 2026 |
| DRAVO BAY LLC | History | Added to | 67,096 | 4,679 | 1.9% | 1.85% | 793 | +876 | 1.32% | Q1 2026 | May 07, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 66,827 | 4,662 | 0.34% | — | 794 | +66,827 | New | Q1 2026 | May 15, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 66,770 | 4,657 | 1.43% | 1.48% | 795 | -3,196 | -4.57% | Q1 2026 | May 06, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 66,539 | 4,641 | 1.54% | 1.42% | 796 | +8,712 | 15.07% | Q1 2026 | May 12, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 66,247 | 4,620 | 3.73% | 3.78% | 797 | -3,803 | -5.43% | Q1 2026 | Apr 27, 2026 |
| AtlasMark Financial, Inc | History | No change | 68,539 | 4,607 | 2.98% | 2.98% | 798 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 65,958 | 4,600 | 0.2% | 0.17% | 799 | +1,765 | 2.75% | Q1 2026 | May 06, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 65,471 | 4,566 | 0.59% | 0.6% | 800 | -2,196 | -3.25% | Q1 2026 | Apr 28, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 65,440 | 4,564 | 0.19% | 0.01% | 801 | +60,907 | 1343.64% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 65,304 | 4,558 | 0.17% | 0.14% | 802 | +52,443 | 407.77% | Q1 2026 | May 14, 2026 |
| Element Wealth, LLC | History | Reduced | 65,116 | 4,541 | 1.87% | 1.85% | 803 | -1,509 | -2.26% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 65,098 | 4,540 | 0.01% | — | 804 | +65,098 | New | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Reduced | 61,144 | 4,539 | 0.13% | 0.13% | 805 | -5,067 | -7.65% | Q1 2026 | Apr 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 65,048 | 4,537 | 2.14% | 2.15% | 806 | -5,354 | -7.6% | Q1 2026 | May 08, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 57,611 | 4,494 | 0.62% | 3.3% | 807 | -267,816 | -82.3% | Q1 2026 | Apr 28, 2026 |
| Eagle Strategies LLC | History | Added to | 64,414 | 4,492 | 0.54% | 0.1% | 808 | +52,348 | 433.85% | Q1 2026 | Apr 20, 2026 |
| Banco Santander, S.A. | History | Reduced | 64,376 | 4,490 | 0.04% | 0.05% | 809 | -27,847 | -30.2% | Q1 2026 | May 08, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 64,370 | 4,489 | 2.9% | 2.79% | 810 | -3,067 | -4.55% | Q1 2026 | Apr 15, 2026 |
| Apollon Financial, LLC | History | Added to | 64,272 | 4,482 | 0.62% | 0.5% | 811 | +13,458 | 26.48% | Q1 2026 | Apr 22, 2026 |
| New Hampshire Trust | History | Reduced | 64,244 | 4,481 | 0.9% | 0.85% | 812 | -396 | -0.61% | Q1 2026 | Apr 20, 2026 |
| Park Place Capital Corp | History | Added to | 64,156 | 4,474 | 0.9% | 0.66% | 813 | +16,696 | 35.18% | Q1 2026 | Apr 09, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 64,116 | 4,472 | 0.46% | 0.45% | 814 | -1,713 | -2.6% | Q1 2026 | May 04, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 63,937 | 4,459 | 4.41% | 3.47% | 816 | +12,974 | 25.46% | Q1 2026 | Apr 03, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 63,933 | 4,459 | 4.05% | 3.91% | 815 | -778 | -1.2% | Q1 2026 | May 08, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 63,861 | 4,454 | 2.79% | 3.87% | 817 | -29,460 | -31.57% | Q1 2026 | Apr 15, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 63,610 | 4,436 | 1.3% | 1.28% | 818 | +249 | 0.39% | Q1 2026 | Apr 16, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 63,594 | 4,435 | 0.79% | 0.77% | 819 | +1,769 | 2.86% | Q1 2026 | Apr 22, 2026 |
| Rothschild & Co Wealth Management UK Ltd | History | Reduced | 62,909 | 4,387 | 0.07% | 0.08% | 820 | -14,792 | -19.04% | Q1 2026 | May 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 62,330 | 4,347 | 0.21% | 0.19% | 821 | +4,603 | 7.97% | Q1 2026 | May 04, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 79,720 | 4,324 | 1.37% | 1.43% | 822 | -35,225 | -30.65% | Q1 2026 | Apr 23, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 61,948 | 4,320 | 1.63% | 1.68% | 823 | -2,992 | -4.61% | Q1 2026 | Apr 21, 2026 |
| FWG Investments, LLC. | History | Reduced | 61,594 | 4,296 | 2.73% | 3.09% | 824 | -10,494 | -14.56% | Q1 2026 | Apr 21, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 61,572 | 4,294 | 2.76% | 2.72% | 825 | -2,420 | -3.78% | Q1 2026 | Apr 22, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 61,371 | 4,280 | 3.5% | 4.76% | 826 | -20,410 | -24.96% | Q1 2026 | May 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 61,226 | 4,270 | 0.29% | 0.38% | 827 | -29,039 | -32.17% | Q1 2026 | May 21, 2026 |
| Amitell Capital Pte Ltd | History | Added to | 61,057 | 4,258 | 6.83% | 2.38% | 828 | +29,441 | 93.12% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 60,614 | 4,227 | 0.05% | 0.03% | 829 | +19,223 | 46.44% | Q1 2026 | May 01, 2026 |
| EPG Wealth Management LLC | History | Added to | 60,246 | 4,202 | 1.14% | 1.09% | 830 | +99 | 0.16% | Q1 2026 | May 07, 2026 |
| 5T Wealth, LLC | History | Reduced | 60,214 | 4,199 | 1.66% | 2.04% | 831 | -15,730 | -20.71% | Q1 2026 | Apr 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 60,147 | 4,195 | 0.1% | 0.1% | 832 | -2,476 | -3.95% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 60,139 | 4,194 | 0.85% | 0.82% | 833 | -1,363 | -2.22% | Q1 2026 | Apr 15, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 60,070 | 4,189 | 1.34% | 1.52% | 834 | -2,055 | -3.31% | Q1 2026 | Apr 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 60,070 | 4,189 | 0.1% | 0.1% | 835 | +1,008 | 1.71% | Q1 2026 | May 15, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 59,516 | 4,151 | 4.33% | 3.3% | 836 | +11,984 | 25.21% | Q1 2026 | Apr 23, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 59,359 | 4,140 | 0.68% | 0.62% | 837 | +2,544 | 4.48% | Q1 2026 | Apr 22, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 59,150 | 4,125 | 0.45% | 0.49% | 838 | -7,987 | -11.9% | Q1 2026 | Apr 23, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 59,131 | 4,124 | 0.69% | 0.61% | 839 | +5,102 | 9.44% | Q1 2026 | Apr 08, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 59,015 | 4,116 | 0.3% | 0.33% | 840 | -7,509 | -11.29% | Q1 2026 | Apr 22, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 58,990 | 4,114 | 0.96% | 0.97% | 841 | -909 | -1.52% | Q1 2026 | May 07, 2026 |
| M Holdings Securities, Inc. | History | Added to | 51,748 | 4,099 | 0.28% | 0.24% | 842 | +2,600 | 5.29% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 60,398 | 4,059 | 0.01% | 0.01% | 843 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 57,961 | 4,042 | 0.03% | 0.02% | 844 | +9,764 | 20.26% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 57,342 | 3,999 | 0.31% | 0.31% | 845 | -4,018 | -6.55% | Q1 2026 | Apr 08, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 57,295 | 3,996 | 1.1% | 1.07% | 846 | -403 | -0.7% | Q1 2026 | Apr 15, 2026 |
| Circle Wealth Management, LLC | History | Added to | 56,534 | 3,943 | 0.06% | 0.06% | 847 | +1,987 | 3.64% | Q1 2026 | May 11, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 55,907 | 3,899 | 1.9% | 1.92% | 848 | -2,226 | -3.83% | Q1 2026 | Apr 14, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 55,786 | 3,891 | 0.97% | 0.1% | 849 | +50,065 | 875.11% | Q1 2026 | May 07, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 55,588 | 3,877 | 2.67% | 1.9% | 850 | +14,839 | 36.42% | Q1 2026 | May 07, 2026 |
| Pembroke Management, LTD | History | Reduced | 55,461 | 3,868 | 0.56% | 0.39% | 851 | -978 | -1.73% | Q1 2026 | May 13, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 55,355 | 3,861 | 2.69% | 2.4% | 852 | +16,873 | 43.85% | Q1 2026 | Apr 22, 2026 |
| Main Management LLC | History | Added to | 55,271 | 3,855 | 0.28% | 0.08% | 853 | +39,566 | 251.93% | Q1 2026 | May 14, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 54,986 | 3,835 | 3.63% | 3.59% | 854 | +649 | 1.19% | Q1 2026 | May 11, 2026 |
| TABR Capital Management, LLC | History | New | 54,770 | 3,820 | 3.51% | — | 855 | +54,770 | New | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 54,188 | 3,779 | 0.07% | 0.03% | 856 | +31,446 | 138.27% | Q1 2026 | Apr 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 54,087 | 3,772 | 0.34% | 0.33% | 857 | -2,304 | -4.09% | Q1 2026 | Apr 30, 2026 |
| CoreFirst Bank & Trust | History | No change | 56,001 | 3,764 | 2.04% | 2.04% | 858 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | Added to | 53,916 | 3,760 | 0.58% | 0.56% | 859 | +1,748 | 3.35% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 53,897 | 3,759 | 0.05% | 0.05% | 860 | -909 | -1.66% | Q1 2026 | May 12, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 53,796 | 3,752 | 0.69% | 0.74% | 861 | -325 | -0.6% | Q1 2026 | Apr 13, 2026 |
| NWAM LLC | History | Reduced | 53,629 | 3,740 | 0.22% | 0.3% | 862 | -19,444 | -26.61% | Q1 2026 | May 04, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 53,571 | 3,736 | 0.2% | 0.22% | 863 | -1,796 | -3.24% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Added to | 53,511 | 3,732 | 1.2% | 0.8% | 864 | +10,512 | 24.45% | Q1 2026 | May 06, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 53,232 | 3,712 | 1.88% | 2.37% | 865 | -6,801 | -11.33% | Q1 2026 | May 14, 2026 |
| LAM GROUP, INC. | History | Reduced | 53,215 | 3,711 | 2.04% | 2.06% | 866 | -350 | -0.65% | Q1 2026 | Apr 22, 2026 |
| Avior Wealth Management, LLC | History | Added to | 53,434 | 3,706 | 0.11% | 0.1% | 867 | +6,522 | 13.9% | Q1 2026 | Apr 09, 2026 |
| Arax Advisory Partners | History | Added to | 52,323 | 3,686 | 0.1% | 0.07% | 868 | +18,536 | 54.86% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 52,530 | 3,663 | 0.13% | — | 869 | +52,530 | New | Q1 2026 | May 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 52,330 | 3,650 | 1.13% | 1.18% | 870 | -2,301 | -4.21% | Q1 2026 | May 11, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 52,292 | 3,647 | 0.38% | 0.37% | 871 | -120 | -0.23% | Q1 2026 | Apr 08, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 52,237 | 3,643 | 2.12% | 2.16% | 872 | +443 | 0.86% | Q1 2026 | Apr 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 52,164 | 3,638 | 0.6% | 0.53% | 873 | +3,786 | 7.83% | Q1 2026 | May 12, 2026 |
| Oxford Wealth Group, LLC | History | New | 52,128 | 3,635 | 1.99% | — | 874 | +52,128 | New | Q1 2026 | May 11, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 52,072 | 3,632 | 2.72% | 1.94% | 875 | +585 | 1.14% | Q1 2026 | Apr 14, 2026 |
| Skyline Advisors, Inc. | History | New | 52,066 | 3,631 | 1.27% | — | 876 | +52,066 | New | Q1 2026 | Apr 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 52,048 | 3,630 | 0.13% | 0.12% | 877 | -1,515 | -2.83% | Q1 2026 | May 07, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 52,050 | 3,630 | 2.81% | 2.85% | 878 | -838 | -1.58% | Q1 2026 | May 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 51,852 | 3,616 | 1.33% | 2.02% | 879 | -28,659 | -35.6% | Q1 2026 | Apr 09, 2026 |
| Key Capital Management, INC | History | Added to | 51,816 | 3,614 | 2.39% | 1.94% | 880 | +22,642 | 77.61% | Q1 2026 | May 07, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 48,162 | 3,609 | 1.06% | 1.1% | 881 | -1,039 | -2.11% | Q1 2026 | Apr 16, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 51,740 | 3,608 | 1.1% | 2.1% | 882 | -47,421 | -47.82% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 51,546 | 3,595 | 0.11% | 0.11% | 883 | +5,819 | 12.73% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 51,416 | 3,586 | 1.26% | 1.69% | 884 | -19,003 | -26.99% | Q1 2026 | Apr 08, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 51,578 | 3,581 | 0.47% | 0.3% | 885 | +18,577 | 56.29% | Q1 2026 | Apr 30, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 51,105 | 3,564 | 0.19% | 0.38% | 886 | -61,082 | -54.45% | Q1 2026 | Apr 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 50,945 | 3,553 | 0.09% | 0.08% | 888 | +3,973 | 8.46% | Q1 2026 | Apr 15, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 50,944 | 3,553 | 0.68% | 0.64% | 887 | +1,078 | 2.16% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 50,850 | 3,546 | 0.11% | 0.09% | 889 | +6,331 | 14.22% | Q1 2026 | Apr 24, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 50,777 | 3,541 | 1.66% | 1.48% | 890 | -1,087 | -2.1% | Q1 2026 | Apr 14, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 50,316 | 3,509 | 0.23% | 0.2% | 891 | +5,776 | 12.97% | Q1 2026 | Apr 22, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 50,207 | 3,501 | 0.4% | 0.38% | 892 | -612 | -1.2% | Q1 2026 | May 11, 2026 |
| Falcon Wealth Planning | History | Reduced | 49,694 | 3,466 | 0.24% | 0.3% | 893 | -2,825 | -5.38% | Q1 2026 | Apr 20, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 49,536 | 3,455 | 0.63% | 0.39% | 894 | +19,049 | 62.48% | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | Added to | 49,311 | 3,439 | 0.01% | 0.01% | 895 | +4,658 | 10.43% | Q1 2026 | May 12, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 49,230 | 3,433 | 2.21% | 2.01% | 896 | +3,915 | 8.64% | Q1 2026 | May 04, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 49,140 | 3,427 | 1.52% | 1.35% | 897 | +5,458 | 12.49% | Q1 2026 | May 08, 2026 |
| Disciplined Investments, LLC | History | Added to | 49,048 | 3,421 | 1.23% | 1.26% | 898 | +342 | 0.7% | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 48,495 | 3,382 | 0.37% | 0.35% | 899 | +1,764 | 3.77% | Q1 2026 | Apr 15, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 48,373 | 3,374 | 0.68% | 1.24% | 900 | -32,753 | -40.37% | Q1 2026 | Apr 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 48,149 | 3,358 | 0.1% | 0.09% | 901 | +3,041 | 6.74% | Q1 2026 | Apr 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 47,861 | 3,338 | 0.27% | 0.28% | 902 | -5,176 | -9.76% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 47,501 | 3,313 | 0.33% | 0.28% | 903 | +6,543 | 15.97% | Q1 2026 | Apr 27, 2026 |
| Heritage Financial Services, LLC | History | No change | 49,274 | 3,312 | 0.28% | 0.28% | 904 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Trevian Wealth Management LLC | History | Added to | 47,473 | 3,311 | 1.63% | 1.47% | 905 | +1,453 | 3.16% | Q1 2026 | Apr 21, 2026 |
| Left Brain Wealth Management, LLC | History | New | 47,409 | 3,306 | 1.3% | — | 906 | +47,409 | New | Q1 2026 | Apr 30, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 46,520 | 3,244 | 0.48% | 0.51% | 907 | -41,705 | -47.27% | Q1 2026 | Apr 24, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 46,301 | 3,229 | 1.94% | 0.42% | 908 | +36,308 | 363.33% | Q1 2026 | May 05, 2026 |
| SPINNAKER TRUST | History | Added to | 46,220 | 3,223 | 0.18% | 0.09% | 909 | +20,417 | 79.13% | Q1 2026 | Apr 23, 2026 |
| Cordant, Inc. | History | Reduced | 46,166 | 3,220 | 1.31% | 1.31% | 910 | -473 | -1.01% | Q1 2026 | Apr 13, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 46,029 | 3,211 | 0.26% | 0.26% | 911 | -359 | -0.77% | Q1 2026 | May 14, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 45,915 | 3,202 | 1.58% | 1.88% | 912 | -10,463 | -18.56% | Q1 2026 | Apr 24, 2026 |
| Purewater Capital LLC | History | New | 45,716 | 3,188 | 3.05% | — | 913 | +45,716 | New | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 45,647 | 3,183 | 0.01% | 0.01% | 914 | -5,370 | -10.53% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Added to | 45,572 | 3,178 | 0.26% | 0.19% | 915 | +10,115 | 28.53% | Q1 2026 | May 15, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 45,499 | 3,173 | 0.3% | 0.18% | 916 | +17,983 | 65.35% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | Reduced | 45,467 | 3,171 | 0.21% | 0.21% | 917 | -1,649 | -3.5% | Q1 2026 | Apr 28, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 46,988 | 3,158 | 0.35% | 0.35% | 918 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 45,146 | 3,148 | 0.3% | 0.27% | 919 | -109 | -0.24% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 44,955 | 3,135 | 0.26% | 0.26% | 920 | -1,500 | -3.23% | Q1 2026 | May 06, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 44,928 | 3,133 | 0.99% | 2.38% | 921 | -65,436 | -59.29% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 44,886 | 3,130 | 0.1% | 0.09% | 922 | +3,261 | 7.83% | Q1 2026 | May 14, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 44,741 | 3,120 | 1.08% | 0.12% | 923 | +39,739 | 794.46% | Q1 2026 | Apr 29, 2026 |
| Mann Financial Group, Inc. | History | Reduced | 44,721 | 3,119 | 2.94% | 2.95% | 924 | -723 | -1.59% | Q1 2026 | Apr 24, 2026 |
| Cooper Financial Group | History | Added to | 44,595 | 3,110 | 0.31% | 0.25% | 925 | +9,529 | 27.17% | Q1 2026 | Apr 07, 2026 |
| Traveka Wealth, LLC | History | Reduced | 44,463 | 3,101 | 1.18% | 1.22% | 926 | -274 | -0.61% | Q1 2026 | Apr 22, 2026 |
| DDFG, Inc | History | Added to | 44,446 | 3,100 | 0.67% | 0.65% | 927 | +54 | 0.12% | Q1 2026 | Apr 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 44,423 | 3,098 | 0.22% | 0.23% | 928 | -2,787 | -5.9% | Q1 2026 | May 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 44,395 | 3,096 | 0.52% | 0.61% | 929 | -9,473 | -17.59% | Q1 2026 | Apr 21, 2026 |
| OneAscent Financial Services LLC | History | Added to | 44,049 | 3,072 | 0.17% | 0.25% | 930 | +3,184 | 7.79% | Q1 2026 | Apr 21, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 43,874 | 3,060 | 1.14% | 1.21% | 931 | -3,199 | -6.8% | Q1 2026 | Apr 20, 2026 |
| Center For Asset Management LLC | History | Added to | 43,747 | 3,051 | 1.52% | 1.28% | 932 | +7,200 | 19.7% | Q1 2026 | Apr 16, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 43,747 | 3,051 | 1.76% | 1.61% | 933 | +2,808 | 6.86% | Q1 2026 | Apr 17, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 43,716 | 3,049 | 0.49% | 0.48% | 934 | +983 | 2.3% | Q1 2026 | Apr 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 43,352 | 3,042 | 0.32% | 0.35% | 935 | +3,972 | 10.09% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 43,537 | 3,036 | 0.35% | — | 936 | +43,537 | New | Q1 2026 | May 15, 2026 |
| MASON STREET ADVISORS, LLC | History | New | 43,520 | 3,035 | 0.3% | — | 937 | +43,520 | New | Q1 2026 | May 06, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 43,303 | 3,020 | 0.31% | 0.26% | 938 | +6,613 | 18.02% | Q1 2026 | May 06, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 38,927 | 3,018 | 1.2% | 1.2% | 939 | -2,840 | -6.8% | Q1 2026 | Apr 27, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 42,677 | 2,976 | 0.39% | 0.36% | 940 | +5,656 | 15.28% | Q1 2026 | May 11, 2026 |
| Oasis Advisors, LLC | History | New | 41,703 | 2,963 | 0.58% | — | 941 | +41,703 | New | Q1 2026 | May 04, 2026 |
| Stokes Family Office, LLC | History | Added to | 42,357 | 2,954 | 0.3% | 0.24% | 942 | +2,807 | 7.1% | Q1 2026 | May 11, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 42,272 | 2,948 | 1.09% | 1.57% | 943 | -1,482 | -3.39% | Q1 2026 | Apr 28, 2026 |
| Krilogy Financial LLC | History | Added to | 38,459 | 2,947 | 0.09% | 0.07% | 944 | +9,833 | 34.35% | Q1 2026 | Apr 17, 2026 |
| Wick Capital Partners, LLC | History | Added to | 22,901 | 2,926 | 0.53% | 0.44% | 945 | +7,796 | 51.61% | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 41,934 | 2,924 | 1.22% | 0.4% | 947 | +29,203 | 229.38% | Q1 2026 | Apr 17, 2026 |
| Continuum Advisory, LLC | History | Added to | 41,934 | 2,924 | 0.28% | 0.28% | 946 | +259 | 0.62% | Q1 2026 | Apr 22, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 41,716 | 2,909 | 0.57% | 0.58% | 948 | -1,961 | -4.49% | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | Reduced | 41,687 | 2,907 | 0.16% | 0.15% | 949 | -403 | -0.96% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 41,599 | 2,901 | 0.12% | 0.12% | 950 | +1,423 | 3.54% | Q1 2026 | May 08, 2026 |
| Busey Bank | History | Added to | 41,345 | 2,883 | 0.08% | 0.07% | 951 | +3,517 | 9.3% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 41,260 | 2,877 | 0.07% | 0.09% | 952 | -11,999 | -22.53% | Q1 2026 | May 15, 2026 |
| CONTINENTAL ADVISORS LLC | History | No change | 40,800 | 2,845 | 1.45% | 1.16% | 953 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 40,709 | 2,839 | 0.31% | 0.11% | 955 | +25,867 | 174.28% | Q1 2026 | Apr 28, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 40,705 | 2,839 | 0.56% | 0.57% | 954 | -1,152 | -2.75% | Q1 2026 | May 12, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 40,264 | 2,808 | 0.56% | 0.56% | 956 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 54,335 | 2,803 | 1.88% | — | 957 | +54,335 | New | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 40,014 | 2,790 | 0.63% | 0.66% | 958 | -754 | -1.85% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 41,497 | 2,789 | 0.17% | 0.17% | 959 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nilsine Partners, LLC | History | Added to | 35,723 | 2,787 | 0.22% | 0.21% | 960 | +428 | 1.21% | Q1 2026 | Apr 29, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 39,949 | 2,786 | 0.05% | 0.06% | 961 | -9,313 | -18.91% | Q1 2026 | Apr 21, 2026 |
| HEADINVEST, LLC | History | Added to | 39,872 | 2,781 | 0.57% | 0.52% | 962 | +794 | 2.03% | Q1 2026 | May 15, 2026 |
| Red Tortoise LLC | History | Reduced | 39,874 | 2,781 | 1.16% | 1.15% | 963 | -576 | -1.42% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 39,795 | 2,775 | 0.09% | 0.08% | 964 | +790 | 2.03% | Q1 2026 | Apr 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 39,525 | 2,756 | 0.01% | — | 965 | +39,525 | New | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 39,400 | 2,748 | 0.25% | 0.18% | 966 | +7,850 | 24.88% | Q1 2026 | Apr 30, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 39,346 | 2,744 | 1.6% | 1.4% | 967 | +5,328 | 15.66% | Q1 2026 | Apr 23, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 39,099 | 2,727 | 0.38% | 0.66% | 968 | -14,331 | -26.82% | Q1 2026 | Apr 20, 2026 |
| Baron Financial Group, LLC | History | Reduced | 39,093 | 2,726 | 1.47% | 1.52% | 969 | -3,197 | -7.56% | Q1 2026 | Apr 09, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 38,508 | 2,685 | 0.65% | 0.22% | 970 | +26,174 | 212.21% | Q1 2026 | Apr 24, 2026 |
| Chris Bulman Inc | History | Reduced | 38,426 | 2,680 | 1.17% | 1.23% | 971 | -2,861 | -6.93% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 38,169 | 2,662 | 0.2% | 0.17% | 972 | +4,161 | 12.24% | Q1 2026 | May 13, 2026 |
| J.M. Arbour, LLC | History | Reduced | 37,966 | 2,648 | 2.54% | 2.8% | 973 | -3,832 | -9.17% | Q1 2026 | Apr 21, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 37,920 | 2,644 | 0.48% | 0.17% | 974 | +12,259 | 47.77% | Q1 2026 | Apr 21, 2026 |
| MONEYWISE, INC. | History | Added to | 37,767 | 2,634 | 1.15% | 0.9% | 975 | +5,680 | 17.7% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | Added to | 37,379 | 2,627 | 0.54% | 0.15% | 977 | +29,978 | 405.05% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 39,089 | 2,627 | 0.46% | 0.46% | 976 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 37,629 | 2,624 | 0.18% | 0.17% | 978 | +5,921 | 18.67% | Q1 2026 | Apr 17, 2026 |
| Clarus Wealth Advisors | History | New | 37,198 | 2,616 | 1.12% | — | 979 | +37,198 | New | Q1 2026 | Apr 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 37,502 | 2,615 | 0.03% | 0.03% | 980 | -577 | -1.52% | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 37,401 | 2,609 | 0.12% | 0.11% | 981 | +706 | 1.92% | Q1 2026 | May 18, 2026 |
| PFG Investments, LLC | History | Added to | 37,363 | 2,606 | 0.12% | 0.11% | 982 | +2,058 | 5.83% | Q1 2026 | Apr 27, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 36,995 | 2,580 | 0.25% | 0.22% | 983 | +3,808 | 11.47% | Q1 2026 | May 15, 2026 |
| WealthPoint Financial, LLC | History | No change | 38,267 | 2,572 | 2.24% | 2.24% | 984 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ellevest, Inc. | History | Reduced | 36,828 | 2,568 | 0.36% | 0.35% | 985 | -377 | -1.01% | Q1 2026 | May 11, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 38,188 | 2,566 | 1.44% | 1.44% | 986 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 36,555 | 2,549 | 0.88% | 0.93% | 987 | -3,054 | -7.71% | Q1 2026 | Apr 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 36,321 | 2,533 | 0.03% | 0.03% | 988 | -1,373 | -3.64% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Reduced | 36,178 | 2,523 | 0.51% | 0.54% | 989 | -43,193 | -54.42% | Q1 2026 | Apr 17, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 36,036 | 2,513 | 0.37% | 0.35% | 990 | +1,072 | 3.07% | Q1 2026 | Apr 09, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 35,788 | 2,497 | 0.5% | 0.6% | 991 | -18,055 | -33.53% | Q1 2026 | Apr 22, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 35,650 | 2,486 | 1.5% | 1.29% | 992 | +643 | 1.84% | Q1 2026 | May 15, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 35,585 | 2,482 | 2.2% | 1.75% | 993 | +3,799 | 11.95% | Q1 2026 | May 12, 2026 |
| Darrow Company, Inc. | History | Reduced | 35,351 | 2,465 | 1.11% | 1.16% | 994 | -3,069 | -7.99% | Q1 2026 | Apr 20, 2026 |
| MATAURO, LLC | History | Added to | 35,287 | 2,461 | 0.36% | 0.17% | 995 | +18,793 | 113.94% | Q1 2026 | Apr 22, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 35,186 | 2,454 | 0.01% | 0.01% | 996 | -14,959 | -29.83% | Q1 2026 | May 14, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 35,133 | 2,450 | 2.27% | 2.2% | 997 | -32 | -0.09% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 35,098 | 2,448 | 0.56% | 0.54% | 998 | -685 | -1.91% | Q1 2026 | Apr 15, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 35,027 | 2,443 | 2.75% | 3.04% | 999 | -4,640 | -11.7% | Q1 2026 | Apr 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 34,885 | 2,433 | 0.34% | 2.34% | 1000 | -215,497 | -86.07% | Q1 2026 | Apr 24, 2026 |
| Leeward Financial Partners, LLC | History | New | 34,845 | 2,430 | 0.72% | — | 1001 | +34,845 | New | Q1 2026 | Apr 20, 2026 |
| VANGUARD GROUP INC | History | No change | 36,083 | 2,425 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 34,609 | 2,413 | 1.26% | 1.23% | 1003 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Renasant Bank | History | Added to | 34,586 | 2,412 | 1.71% | 0.92% | 1004 | +14,494 | 72.14% | Q1 2026 | Apr 29, 2026 |
| Charles Schwab Trust Co | History | Reduced | 34,574 | 2,411 | 0.16% | 0.29% | 1005 | -30,429 | -46.81% | Q1 2026 | Apr 10, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 34,479 | 2,404 | 0.15% | 0.14% | 1006 | -137 | -0.4% | Q1 2026 | Apr 22, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 33,859 | 2,387 | 0.66% | 0.68% | 1007 | +129 | 0.38% | Q1 2026 | Apr 08, 2026 |
| Fiduciary Group, LLC | History | Added to | 34,220 | 2,386 | 0.2% | 0.19% | 1008 | +655 | 1.95% | Q1 2026 | May 11, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 34,067 | 2,376 | 0.16% | 0.15% | 1009 | +588 | 1.76% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 34,000 | 2,371 | 1.48% | 0.78% | 1010 | -2,146 | -5.94% | Q1 2026 | May 01, 2026 |
| Legacy Bridge, LLC | History | Added to | 33,976 | 2,369 | 0.9% | 0.83% | 1011 | +3,558 | 11.7% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 30,407 | 2,368 | 0.05% | 0.05% | 1012 | -392 | -1.27% | Q1 2026 | May 04, 2026 |
| ARWA LLC | History | Reduced | 31,976 | 2,364 | 1.17% | 1.56% | 1013 | -7,796 | -19.6% | Q1 2026 | Apr 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 33,878 | 2,363 | 0.64% | — | 1014 | +33,878 | New | Q1 2026 | Apr 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 33,752 | 2,354 | 0.29% | 0.29% | 1015 | -1,055 | -3.03% | Q1 2026 | Apr 27, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 33,529 | 2,338 | 0.14% | 0.14% | 1016 | -506 | -1.49% | Q1 2026 | May 05, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 33,506 | 2,337 | 0.42% | 0.32% | 1017 | +8,785 | 35.54% | Q1 2026 | Apr 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 33,500 | 2,336 | 0.0% | 0.02% | 1019 | -121,663 | -78.41% | Q1 2026 | May 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 34,753 | 2,336 | 0.93% | 0.93% | 1018 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 33,428 | 2,331 | 1.18% | 2.11% | 1020 | -25,162 | -42.95% | Q1 2026 | May 15, 2026 |
| Berman McAleer LLC | History | Reduced | 33,312 | 2,323 | 0.32% | 0.31% | 1021 | -606 | -1.79% | Q1 2026 | Apr 17, 2026 |
| VestGen Advisors, LLC | History | Added to | 28,784 | 2,315 | 0.06% | 0.05% | 1022 | +11,464 | 66.19% | Q1 2026 | May 14, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 33,156 | 2,312 | 0.54% | 0.52% | 1023 | -551 | -1.63% | Q1 2026 | Apr 17, 2026 |
| Sankala Group LLC | History | Added to | 33,551 | 2,292 | 1.87% | 2.06% | 1024 | +21 | 0.06% | Q1 2026 | Mar 31, 2026 |
| JSF Financial, LLC | History | Reduced | 32,761 | 2,285 | 0.45% | 1.15% | 1025 | -49,485 | -60.17% | Q1 2026 | May 07, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 32,662 | 2,278 | 0.25% | 0.23% | 1026 | -480 | -1.45% | Q1 2026 | May 01, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 145,835 | 2,269 | 0.43% | 0.37% | 1027 | -273 | -0.19% | Q1 2026 | May 20, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 32,425 | 2,261 | 0.78% | 0.88% | 1028 | -3,807 | -10.51% | Q1 2026 | Apr 28, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 32,373 | 2,258 | 0.07% | 0.07% | 1029 | -486 | -1.48% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 32,312 | 2,253 | 0.01% | 0.01% | 1030 | +310 | 0.97% | Q1 2026 | Apr 15, 2026 |
| Wealth Management Partners, LLC | History | New | 32,215 | 2,246 | 0.64% | — | 1031 | +32,215 | New | Q1 2026 | Apr 17, 2026 |
| Napier Financial, LLC | History | Added to | 32,146 | 2,242 | 0.51% | 0.54% | 1032 | +234 | 0.73% | Q1 2026 | May 05, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 32,043 | 2,234 | 0.98% | 0.22% | 1033 | +24,596 | 330.28% | Q1 2026 | Apr 29, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | New | 31,897 | 2,225 | 1.33% | — | 1034 | +31,897 | New | Q1 2026 | Apr 08, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 31,880 | 2,223 | 0.39% | 0.48% | 1035 | -9,611 | -23.16% | Q1 2026 | Apr 17, 2026 |
| Calamos Advisors LLC | History | New | 31,835 | 2,220 | 0.01% | — | 1037 | +31,835 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 31,835 | 2,220 | 0.08% | 0.07% | 1036 | +857 | 2.77% | Q1 2026 | May 04, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 31,800 | 2,218 | 0.04% | 1.92% | 1038 | -1,835,300 | -98.3% | Q1 2026 | May 11, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 31,747 | 2,214 | 0.3% | 0.29% | 1039 | +3,137 | 10.96% | Q1 2026 | May 08, 2026 |
| W ADVISORS, LLC | History | Reduced | 31,664 | 2,208 | 1.13% | 1.11% | 1040 | -1,042 | -3.19% | Q1 2026 | Apr 29, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 31,611 | 2,204 | 0.43% | 0.52% | 1041 | -5,030 | -13.73% | Q1 2026 | May 15, 2026 |
| Wealth Quarterback LLC | History | Reduced | 31,498 | 2,196 | 0.86% | 0.76% | 1042 | -98 | -0.31% | Q1 2026 | Apr 09, 2026 |
| TFB Advisors LLC | History | Reduced | 31,474 | 2,195 | 1.15% | 0.86% | 1044 | -14,548 | -31.61% | Q1 2026 | Apr 20, 2026 |
| Fortis Advisors, LLC | History | Added to | 31,475 | 2,195 | 1.1% | 0.9% | 1043 | +6,875 | 27.95% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 31,413 | 2,191 | 0.0% | 0.0% | 1045 | -4,701 | -13.02% | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Added to | 28,469 | 2,191 | 1.16% | 0.98% | 1046 | +3,497 | 14.0% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 31,386 | 2,189 | 0.05% | 0.04% | 1047 | +5,700 | 22.19% | Q1 2026 | Apr 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 31,383 | 2,188 | 0.0% | 0.0% | 1048 | -8,322 | -20.96% | Q1 2026 | May 12, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 31,301 | 2,183 | 1.9% | 1.86% | 1049 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Co / SC | History | Added to | 31,032 | 2,164 | 0.29% | 0.24% | 1050 | +4,317 | 16.16% | Q1 2026 | May 12, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 30,962 | 2,159 | 1.33% | 1.26% | 1051 | +986 | 3.29% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 30,943 | 2,158 | 0.1% | 0.08% | 1052 | +7,091 | 29.73% | Q1 2026 | Apr 28, 2026 |
| JT Stratford LLC | History | Reduced | 30,930 | 2,157 | 0.27% | 0.28% | 1053 | -1,698 | -5.2% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 30,745 | 2,144 | 0.46% | 0.42% | 1054 | +993 | 3.34% | Q1 2026 | May 13, 2026 |
| LPWM LLC | History | Added to | 30,709 | 2,141 | 0.54% | 0.42% | 1056 | +5,713 | 22.86% | Q1 2026 | Apr 08, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 30,705 | 2,141 | 0.09% | 0.08% | 1055 | -450 | -1.44% | Q1 2026 | Apr 13, 2026 |
| Jordan Park Trust Co LLC | History | No change | 30,509 | 2,128 | 1.62% | 1.4% | 1057 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SYNTAX RESEARCH, INC. | History | New | 30,474 | 2,125 | 1.35% | — | 1058 | +30,474 | New | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | Added to | 30,387 | 2,119 | 0.4% | 0.34% | 1059 | +4,552 | 17.62% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 30,153 | 2,103 | 0.0% | 0.0% | 1060 | -7,043 | -18.93% | Q1 2026 | May 08, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 30,135 | 2,101 | 2.54% | 2.1% | 1061 | -1 | -0.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 30,120 | 2,100 | 0.71% | 0.49% | 1062 | +6,623 | 28.19% | Q1 2026 | May 21, 2026 |
| BAHL & GAYNOR INC | History | Added to | 30,034 | 2,094 | 0.01% | 0.01% | 1063 | +4,247 | 16.47% | Q1 2026 | May 07, 2026 |
| KINTRA WEALTH, LLC | History | New | 30,012 | 2,093 | 0.15% | — | 1065 | +30,012 | New | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Added to | 30,013 | 2,093 | 0.04% | 0.03% | 1064 | +4,020 | 15.47% | Q1 2026 | Apr 16, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 29,912 | 2,086 | 0.69% | 0.78% | 1066 | -5,852 | -16.36% | Q1 2026 | May 06, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 29,817 | 2,079 | 0.88% | 0.85% | 1067 | +6 | 0.02% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 29,801 | 2,078 | 0.0% | 0.0% | 1068 | +10,596 | 55.17% | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 29,750 | 2,075 | 0.51% | — | 1070 | +29,750 | New | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Reduced | 29,752 | 2,075 | 0.8% | 0.83% | 1069 | -3,289 | -9.95% | Q1 2026 | May 05, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 29,672 | 2,069 | 1.24% | 1.24% | 1071 | -134 | -0.45% | Q1 2026 | Apr 30, 2026 |
| Vantus Wealth LLC | History | No change | 30,704 | 2,063 | 1.52% | 1.52% | 1072 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ABLE Financial Group, LLC | History | Added to | 29,554 | 2,061 | 0.4% | 0.39% | 1073 | +622 | 2.15% | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | Added to | 29,479 | 2,056 | 0.06% | 0.03% | 1074 | +20,578 | 231.19% | Q1 2026 | Apr 29, 2026 |
| REDW Wealth LLC | History | Reduced | 29,426 | 2,052 | 0.82% | 0.78% | 1075 | -937 | -3.09% | Q1 2026 | May 07, 2026 |
| Armor Investment Advisors, LLC | History | New | 29,353 | 2,047 | 0.74% | — | 1076 | +29,353 | New | Q1 2026 | Apr 29, 2026 |
| Vista Cima Wealth Management LLC | History | New | 29,161 | 2,033 | 2.01% | — | 1077 | +29,161 | New | Q1 2026 | May 12, 2026 |
| EFG International AG | History | New | 28,997 | 2,022 | 0.04% | — | 1079 | +28,997 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 28,991 | 2,022 | 0.02% | 0.03% | 1078 | -1,351 | -4.45% | Q1 2026 | Apr 23, 2026 |
| Procyon Advisors, LLC | History | Reduced | 28,968 | 2,020 | 0.1% | 0.11% | 1080 | -4,711 | -13.99% | Q1 2026 | May 04, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 28,793 | 2,008 | 0.07% | 0.06% | 1081 | -567 | -1.93% | Q1 2026 | May 14, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 28,763 | 2,006 | 0.3% | 0.3% | 1082 | -50 | -0.17% | Q1 2026 | Apr 22, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 28,638 | 1,997 | 1.48% | 1.63% | 1083 | -3,699 | -11.44% | Q1 2026 | Apr 20, 2026 |
| Unify Financial Advisors | History | Added to | 28,369 | 1,978 | 2.05% | 1.76% | 1084 | +3,229 | 12.84% | Q1 2026 | Apr 23, 2026 |
| Clayton Financial Group LLC | History | Reduced | 28,293 | 1,973 | 1.01% | 1.0% | 1085 | -1,005 | -3.43% | Q1 2026 | Apr 13, 2026 |
| Essential Planning, LLC. | History | Added to | 28,263 | 1,971 | 0.63% | 0.51% | 1086 | +4,496 | 18.92% | Q1 2026 | Apr 22, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 28,159 | 1,964 | 0.13% | 0.13% | 1087 | -1,103 | -3.77% | Q1 2026 | Apr 17, 2026 |
| Inspire Advisors, LLC | History | Added to | 28,102 | 1,960 | 0.16% | 0.14% | 1088 | +5,566 | 24.7% | Q1 2026 | May 15, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 28,028 | 1,954 | 0.19% | 0.2% | 1089 | -1,786 | -5.99% | Q1 2026 | Apr 20, 2026 |
| Forum Finance Group S.A. | History | New | 34,682 | 1,945 | 1.05% | — | 1091 | +34,682 | New | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 27,886 | 1,945 | 0.06% | 0.07% | 1090 | -2,823 | -9.19% | Q1 2026 | May 15, 2026 |
| Auxano Advisors, LLC | History | Added to | 27,703 | 1,932 | 0.39% | 0.37% | 1092 | +30 | 0.11% | Q1 2026 | May 01, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 27,622 | 1,926 | 0.59% | 0.67% | 1093 | -5,604 | -16.87% | Q1 2026 | Apr 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 27,837 | 1,920 | 2.48% | 2.48% | 1094 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 27,461 | 1,915 | 1.28% | 1.18% | 1095 | +1,295 | 4.95% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 27,445 | 1,914 | 0.02% | 0.02% | 1096 | +1,090 | 4.14% | Q1 2026 | May 05, 2026 |
| K2 Financial Inc. | History | Added to | 24,440 | 1,903 | 1.38% | 1.32% | 1097 | +30 | 0.12% | Q1 2026 | Apr 28, 2026 |
| Spartan Planning & Wealth Management | History | Reduced | 27,282 | 1,902 | 1.41% | 1.89% | 1099 | -10,907 | -28.56% | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 27,275 | 1,902 | 0.0% | 0.0% | 1098 | -1,123 | -3.95% | Q1 2026 | May 04, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 27,249 | 1,900 | 1.87% | 2.19% | 1100 | -5,399 | -16.54% | Q1 2026 | Apr 13, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 27,237 | 1,899 | 0.29% | 0.31% | 1101 | -1,670 | -5.78% | Q1 2026 | May 06, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 27,151 | 1,893 | 0.61% | 0.32% | 1102 | +12,730 | 88.27% | Q1 2026 | May 04, 2026 |
| ADE, LLC | History | Added to | 27,075 | 1,888 | 0.91% | 0.87% | 1103 | +251 | 0.94% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 27,049 | 1,886 | 0.07% | 0.05% | 1104 | +5,408 | 24.99% | Q1 2026 | May 13, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 26,756 | 1,866 | 0.67% | 5.11% | 1105 | -183,032 | -87.25% | Q1 2026 | Apr 14, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 26,630 | 1,857 | 0.82% | 0.87% | 1106 | -1,834 | -6.44% | Q1 2026 | Apr 08, 2026 |
| Heritage Trust Co | History | Added to | 26,616 | 1,856 | 0.19% | 0.16% | 1107 | +3,368 | 14.49% | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 24,957 | 1,853 | 0.22% | 0.3% | 1108 | -8,690 | -25.83% | Q1 2026 | Apr 22, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 26,490 | 1,847 | 0.13% | 0.07% | 1109 | +13,358 | 101.72% | Q1 2026 | May 14, 2026 |
| Carrera Capital Advisors | History | Added to | 26,425 | 1,843 | 0.28% | 0.3% | 1110 | +58 | 0.22% | Q1 2026 | May 04, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 26,396 | 1,841 | 0.26% | 0.21% | 1111 | +4,512 | 20.62% | Q1 2026 | Apr 21, 2026 |
| Clear Retirement Advice LLC | History | Added to | 26,360 | 1,838 | 1.44% | 1.47% | 1112 | +14 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 26,325 | 1,836 | 0.11% | 0.1% | 1113 | +888 | 3.49% | Q1 2026 | Apr 30, 2026 |
| Strive Financial Group ,LLC | History | Added to | 26,314 | 1,835 | 0.97% | 0.86% | 1115 | +2,201 | 9.13% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 26,316 | 1,835 | 0.22% | 0.21% | 1114 | -256 | -0.96% | Q1 2026 | Apr 15, 2026 |
| Blue Fin Capital, Inc. | History | No change | 27,077 | 1,820 | 0.28% | 0.28% | 1116 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 26,092 | 1,819 | 0.1% | 0.21% | 1117 | -32,214 | -55.25% | Q1 2026 | Apr 13, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 26,065 | 1,818 | 0.3% | 0.22% | 1118 | +6,834 | 35.54% | Q1 2026 | May 14, 2026 |
| SELDON CAPITAL LP | History | No change | 26,019 | 1,814 | 0.67% | 0.61% | 1119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 25,689 | 1,791 | 0.25% | 0.26% | 1121 | +1,864 | 7.82% | Q1 2026 | May 08, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 25,687 | 1,791 | 0.71% | 0.63% | 1120 | +168 | 0.66% | Q1 2026 | Apr 17, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 26,615 | 1,789 | 0.26% | 0.26% | 1122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 25,583 | 1,784 | 0.05% | 0.05% | 1123 | +284 | 1.12% | Q1 2026 | May 07, 2026 |
| Darden Wealth Group Inc | History | Added to | 25,559 | 1,782 | 0.91% | 0.57% | 1124 | +8,008 | 45.63% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 25,429 | 1,773 | 0.15% | 0.14% | 1125 | +773 | 3.14% | Q1 2026 | May 15, 2026 |
| FF Advisors,LLC | History | Added to | 23,045 | 1,764 | 0.71% | 0.32% | 1126 | +12,192 | 112.34% | Q1 2026 | Apr 27, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 25,111 | 1,751 | 0.1% | 0.1% | 1127 | -1,522 | -5.71% | Q1 2026 | May 11, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 25,090 | 1,750 | 0.88% | 0.41% | 1128 | +13,196 | 110.95% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 24,985 | 1,749 | 0.09% | 0.07% | 1129 | +4,121 | 19.75% | Q1 2026 | May 12, 2026 |
| VanderPol Investments L.L.C. | History | No change | 26,011 | 1,748 | 3.04% | 3.04% | 1130 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cove Private Wealth, LLC | History | Added to | 25,043 | 1,746 | 0.4% | 0.46% | 1131 | +2,155 | 9.42% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 24,965 | 1,741 | 0.37% | 0.44% | 1132 | -5,841 | -18.96% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 24,917 | 1,737 | 0.01% | — | 1133 | +24,917 | New | Q1 2026 | May 08, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 24,828 | 1,731 | 0.59% | 0.54% | 1134 | +1,779 | 7.72% | Q1 2026 | Apr 17, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 24,816 | 1,730 | 1.08% | — | 1136 | +24,816 | New | Q1 2026 | Apr 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 24,808 | 1,730 | 0.01% | 0.01% | 1135 | +2,100 | 9.25% | Q1 2026 | May 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 24,734 | 1,725 | 0.36% | 0.33% | 1137 | +1,200 | 5.1% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 24,669 | 1,720 | 0.13% | 0.12% | 1138 | +1,287 | 5.5% | Q1 2026 | Apr 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 24,629 | 1,717 | 0.1% | 0.1% | 1139 | +189 | 0.77% | Q1 2026 | May 13, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 24,447 | 1,705 | 0.21% | 0.19% | 1140 | -392 | -1.58% | Q1 2026 | May 13, 2026 |
| Riverwater Partners LLC | History | Reduced | 24,403 | 1,702 | 0.57% | 0.66% | 1141 | -921 | -3.64% | Q1 2026 | May 07, 2026 |
| Vantage Point Financial LLC | History | Reduced | 24,337 | 1,697 | 0.6% | 1.11% | 1143 | -21,677 | -47.11% | Q1 2026 | May 01, 2026 |
| Geometric Wealth Advisors | History | Added to | 24,330 | 1,697 | 0.21% | 0.19% | 1142 | +2,593 | 11.93% | Q1 2026 | May 13, 2026 |
| FINANCIAL COUNSELORS INC | History | Reduced | 24,328 | 1,696 | 2.39% | 2.45% | 1144 | -1,934 | -7.36% | Q1 2026 | May 01, 2026 |
| American State Bank (Iowa) | History | Reduced | 24,108 | 1,681 | 0.81% | 0.79% | 1145 | -468 | -1.9% | Q1 2026 | Apr 14, 2026 |
| Corsicana & Co. | History | Added to | 31,127 | 1,679 | 1.06% | 1.13% | 1146 | +1,209 | 4.04% | Q1 2026 | May 13, 2026 |
| Sherman Wealth Management LLC | History | Added to | 24,022 | 1,675 | 1.44% | 1.31% | 1147 | +1,516 | 6.74% | Q1 2026 | Apr 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 23,805 | 1,660 | 0.24% | 0.17% | 1148 | +6,866 | 40.53% | Q1 2026 | Apr 21, 2026 |
| Summit Place Financial Advisors, LLC | History | New | 23,672 | 1,651 | 0.79% | — | 1150 | +23,672 | New | Q1 2026 | May 01, 2026 |
| Garde Capital, Inc. | History | Added to | 23,682 | 1,651 | 0.1% | 0.09% | 1149 | +413 | 1.77% | Q1 2026 | Apr 28, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 23,667 | 1,650 | 0.23% | 1.01% | 1151 | -79,793 | -77.12% | Q1 2026 | Apr 16, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 23,652 | 1,649 | 0.34% | 0.31% | 1152 | +2,593 | 12.31% | Q1 2026 | Apr 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 24,418 | 1,641 | 0.48% | 0.48% | 1153 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 23,517 | 1,640 | 0.16% | 0.15% | 1154 | +1,003 | 4.46% | Q1 2026 | Apr 09, 2026 |
| IFC Advisors LLC | History | Reduced | 23,384 | 1,631 | 0.23% | 0.24% | 1155 | -639 | -2.66% | Q1 2026 | May 04, 2026 |
| Serenity Investment Advisors | History | No change | 23,268 | 1,623 | 0.95% | 0.95% | 1156 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 23,238 | 1,620 | 0.03% | 0.02% | 1157 | +1,750 | 8.14% | Q1 2026 | May 15, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 23,162 | 1,615 | 0.21% | 0.25% | 1158 | -5,287 | -18.58% | Q1 2026 | Apr 16, 2026 |
| Root Financial Partners, LLC | History | Added to | 23,136 | 1,613 | 0.07% | 0.04% | 1159 | +11,868 | 105.32% | Q1 2026 | Apr 24, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 23,045 | 1,607 | 0.63% | 0.56% | 1161 | +1,705 | 7.99% | Q1 2026 | Apr 21, 2026 |
| Argent Advisors, Inc. | History | Reduced | 23,043 | 1,607 | 0.44% | 0.45% | 1160 | -951 | -3.96% | Q1 2026 | Apr 24, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 22,927 | 1,599 | 0.47% | 0.39% | 1162 | +2,953 | 14.78% | Q1 2026 | May 07, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 22,882 | 1,596 | 0.13% | 0.12% | 1163 | -342 | -1.47% | Q1 2026 | May 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 22,799 | 1,590 | 0.02% | 0.02% | 1164 | -80 | -0.35% | Q1 2026 | May 12, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 22,717 | 1,584 | 1.04% | 1.3% | 1165 | -2,504 | -9.93% | Q1 2026 | Apr 28, 2026 |
| LGL PARTNERS, LLC | History | Added to | 22,703 | 1,583 | 0.65% | 0.56% | 1166 | +3,177 | 16.27% | Q1 2026 | May 14, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 22,691 | 1,582 | 0.36% | 0.33% | 1167 | +2,793 | 14.04% | Q1 2026 | Apr 08, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 22,495 | 1,569 | 0.72% | 0.6% | 1168 | +2,205 | 10.87% | Q1 2026 | May 12, 2026 |
| Sensible Money, LLC | History | Added to | 22,432 | 1,564 | 0.48% | 0.47% | 1169 | +607 | 2.78% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 22,420 | 1,563 | 0.27% | 0.06% | 1170 | +18,849 | 527.84% | Q1 2026 | Apr 09, 2026 |
| IFS Group,LLC | History | New | 22,401 | 1,562 | 1.39% | — | 1172 | +22,401 | New | Q1 2026 | May 18, 2026 |
| SMART Wealth LLC | History | Added to | 22,407 | 1,562 | 0.46% | 0.27% | 1171 | +9,258 | 70.41% | Q1 2026 | Apr 23, 2026 |
| Payne Capital LLC | History | New | 22,320 | 1,556 | 1.43% | — | 1174 | +22,320 | New | Q1 2026 | Apr 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 22,313 | 1,556 | 0.05% | 0.02% | 1173 | +13,946 | 166.68% | Q1 2026 | Apr 29, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 22,211 | 1,549 | 0.24% | 0.08% | 1175 | +13,723 | 161.68% | Q1 2026 | May 05, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 22,213 | 1,549 | 0.76% | 0.71% | 1176 | +658 | 3.05% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 21,919 | 1,540 | 0.07% | 0.05% | 1177 | +5,650 | 34.73% | Q1 2026 | Apr 27, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 22,058 | 1,538 | 0.05% | 0.05% | 1178 | +2,402 | 12.22% | Q1 2026 | Apr 20, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 21,730 | 1,515 | 0.55% | 0.6% | 1179 | -2,329 | -9.68% | Q1 2026 | Apr 27, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 22,366 | 1,503 | 0.95% | 0.95% | 1180 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 21,524 | 1,501 | 0.01% | 0.01% | 1181 | -615 | -2.78% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Reduced | 21,495 | 1,499 | 0.29% | 0.3% | 1182 | -659 | -2.97% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 21,453 | 1,496 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bangor Savings Bank | History | Added to | 21,385 | 1,491 | 0.12% | 0.11% | 1184 | +235 | 1.11% | Q1 2026 | Apr 01, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 21,364 | 1,490 | 0.38% | 0.39% | 1185 | -329 | -1.52% | Q1 2026 | Apr 29, 2026 |
| Finley Financial, LLC | History | No change | 21,371 | 1,490 | 0.7% | 0.66% | 1186 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 21,348 | 1,488 | 1.0% | 1.03% | 1187 | -1,095 | -4.88% | Q1 2026 | Apr 16, 2026 |
| KPP Advisory Services LLC | History | Added to | 21,210 | 1,479 | 0.21% | 0.19% | 1188 | +1,595 | 8.13% | Q1 2026 | Apr 24, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 21,957 | 1,478 | 0.0% | 0.0% | 1189 | +352 | 1.63% | Q1 2026 | May 14, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 21,149 | 1,475 | 0.41% | 0.47% | 1190 | -2,146 | -9.21% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 21,092 | 1,471 | 0.43% | 0.35% | 1191 | +3,135 | 17.46% | Q1 2026 | Apr 22, 2026 |
| Friday Financial | History | Reduced | 21,064 | 1,469 | 0.51% | 0.51% | 1193 | -574 | -2.65% | Q1 2026 | Apr 16, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 21,067 | 1,469 | 0.45% | 0.44% | 1192 | -93 | -0.44% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 21,059 | 1,468 | 0.1% | 0.09% | 1194 | +2,239 | 11.9% | Q1 2026 | May 12, 2026 |
| Well Done, LLC | History | Added to | 21,007 | 1,465 | 0.22% | 0.16% | 1195 | +4,985 | 31.11% | Q1 2026 | Apr 14, 2026 |
| Vann Equity Management LLC | History | New | 20,887 | 1,456 | 1.04% | — | 1196 | +20,887 | New | Q1 2026 | May 08, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 20,861 | 1,455 | 0.71% | — | 1198 | +20,861 | New | Q1 2026 | Apr 09, 2026 |
| BAILARD, INC. | History | Added to | 20,868 | 1,455 | 0.03% | 0.03% | 1197 | +430 | 2.1% | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 20,847 | 1,454 | 0.07% | 0.01% | 1199 | +18,638 | 843.73% | Q1 2026 | Apr 29, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 20,814 | 1,451 | 0.58% | 0.5% | 1201 | +1,858 | 9.8% | Q1 2026 | Apr 23, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 20,804 | 1,451 | 0.06% | 0.06% | 1200 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 20,802 | 1,450 | 0.05% | 0.04% | 1202 | +3,904 | 23.1% | Q1 2026 | May 06, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 20,781 | 1,449 | 0.21% | 0.19% | 1203 | +2,476 | 13.53% | Q1 2026 | May 11, 2026 |
| Keystone Global Partners, LLC | History | New | 20,713 | 1,444 | 0.64% | — | 1204 | +20,713 | New | Q1 2026 | Apr 24, 2026 |
| Veracity Capital LLC | History | Reduced | 20,656 | 1,440 | 0.51% | 0.45% | 1205 | -2,144 | -9.4% | Q1 2026 | Apr 09, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 20,535 | 1,432 | 0.81% | 0.72% | 1206 | +1,424 | 7.45% | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 20,528 | 1,431 | 1.25% | 1.27% | 1207 | -605 | -2.86% | Q1 2026 | May 06, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 20,399 | 1,422 | 0.08% | 0.07% | 1208 | -101 | -0.49% | Q1 2026 | Apr 08, 2026 |
| Beacon Capital Management, LLC | History | Added to | 20,289 | 1,415 | 0.25% | 0.05% | 1209 | +15,943 | 366.84% | Q1 2026 | May 11, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 20,261 | 1,413 | 0.11% | 0.07% | 1211 | +5,890 | 40.99% | Q1 2026 | Apr 24, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 20,260 | 1,413 | 0.0% | 0.0% | 1210 | -4,859 | -19.34% | Q1 2026 | May 13, 2026 |
| TICINO WEALTH | History | Reduced | 17,726 | 1,408 | 0.49% | 0.45% | 1212 | -318 | -1.76% | Q1 2026 | Apr 22, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 20,149 | 1,405 | 0.86% | 0.8% | 1213 | +1,238 | 6.55% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 19,982 | 1,404 | 0.1% | 0.1% | 1214 | -1,217 | -5.74% | Q1 2026 | May 01, 2026 |
| Cassilly Financial Group LLC | History | Added to | 20,111 | 1,402 | 1.22% | 1.17% | 1215 | +454 | 2.31% | Q1 2026 | Apr 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 20,024 | 1,396 | 0.01% | 0.0% | 1216 | +14,758 | 280.25% | Q1 2026 | May 01, 2026 |
| Vision Retirement, LLC | History | Reduced | 20,020 | 1,396 | 0.4% | 0.39% | 1218 | -1,459 | -6.79% | Q1 2026 | May 07, 2026 |
| Waldron Private Wealth LLC | History | Added to | 20,026 | 1,396 | 0.05% | 0.05% | 1217 | +438 | 2.24% | Q1 2026 | Apr 10, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 19,947 | 1,391 | 0.15% | 0.17% | 1219 | -2,639 | -11.68% | Q1 2026 | Apr 28, 2026 |
| Blankinship & Foster, LLC | History | Added to | 19,888 | 1,387 | 0.31% | 0.29% | 1220 | +160 | 0.81% | Q1 2026 | Apr 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 20,578 | 1,383 | 0.06% | 0.06% | 1221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 19,820 | 1,382 | 0.09% | 0.1% | 1222 | -1,426 | -6.71% | Q1 2026 | Apr 21, 2026 |
| Belleair Asset Management, LLC | History | Added to | 19,678 | 1,372 | 1.25% | 1.26% | 1223 | +33 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Tranquility Partners, LLC | History | Added to | 19,632 | 1,369 | 0.52% | 0.44% | 1224 | +1,367 | 7.48% | Q1 2026 | Apr 20, 2026 |
| SOL Capital Management CO | History | Reduced | 25,217 | 1,365 | 0.66% | 0.31% | 1225 | -26,863 | -51.58% | Q1 2026 | Apr 24, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 19,486 | 1,359 | 0.26% | 0.4% | 1226 | -20,341 | -51.07% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 19,299 | 1,346 | 0.0% | 0.0% | 1227 | +557 | 2.97% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 19,192 | 1,338 | 0.11% | 0.04% | 1228 | +11,739 | 157.51% | Q1 2026 | Apr 23, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 19,090 | 1,331 | 0.16% | 0.15% | 1229 | -303 | -1.56% | Q1 2026 | Apr 21, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 19,055 | 1,329 | 0.14% | 0.15% | 1231 | -1,450 | -7.07% | Q1 2026 | Apr 30, 2026 |
| Family Investment Center, Inc. | History | Added to | 19,059 | 1,329 | 0.26% | 0.26% | 1230 | +75 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Clarendon Private LLC | History | New | 18,986 | 1,324 | 1.02% | — | 1232 | +18,986 | New | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 18,976 | 1,323 | 0.06% | 0.06% | 1233 | +848 | 4.68% | Q1 2026 | Apr 28, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 18,959 | 1,322 | 0.76% | 0.7% | 1234 | +728 | 3.99% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 18,898 | 1,318 | 0.14% | 0.14% | 1235 | +346 | 1.87% | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | Added to | 15,905 | 1,304 | 0.13% | 0.12% | 1236 | +90 | 0.57% | Q1 2026 | May 15, 2026 |
| Tillman Hartley LLC | History | Added to | 18,703 | 1,304 | 0.33% | 0.32% | 1237 | +3 | 0.02% | Q1 2026 | May 08, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 18,603 | 1,297 | 0.4% | 0.36% | 1238 | +593 | 3.29% | Q1 2026 | Apr 17, 2026 |
| CGN Advisors LLC | History | Added to | 18,497 | 1,290 | 0.1% | 0.09% | 1240 | +1,644 | 9.75% | Q1 2026 | Apr 13, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 18,496 | 1,290 | 0.17% | 0.17% | 1239 | -283 | -1.51% | Q1 2026 | Apr 07, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 18,426 | 1,285 | 0.03% | 0.02% | 1241 | -1,176 | -6.0% | Q1 2026 | May 14, 2026 |
| MKT Advisors LLC | History | Reduced | 18,233 | 1,282 | 0.43% | 0.45% | 1242 | -818 | -4.29% | Q1 2026 | Apr 10, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 18,343 | 1,279 | 0.57% | 0.32% | 1243 | +2,466 | 15.53% | Q1 2026 | Apr 09, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 18,349 | 1,279 | 0.32% | 0.31% | 1244 | +308 | 1.71% | Q1 2026 | Apr 17, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 18,302 | 1,276 | 0.29% | 0.3% | 1245 | -1,939 | -9.58% | Q1 2026 | Apr 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 18,218 | 1,270 | 0.39% | 0.37% | 1246 | -7,399 | -28.88% | Q1 2026 | May 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 18,188 | 1,268 | 0.01% | 0.01% | 1247 | +102 | 0.56% | Q1 2026 | May 01, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 18,175 | 1,267 | 0.2% | 0.21% | 1248 | +748 | 4.29% | Q1 2026 | Apr 30, 2026 |
| Fire Capital Management LLC | History | New | 18,161 | 1,266 | 0.59% | — | 1249 | +18,161 | New | Q1 2026 | May 08, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 18,098 | 1,262 | 0.94% | 0.87% | 1250 | +182 | 1.02% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 18,082 | 1,261 | 1.01% | 0.29% | 1251 | +13,023 | 257.42% | Q1 2026 | May 01, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 17,882 | 1,254 | 0.08% | 0.08% | 1252 | -737 | -3.96% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 17,968 | 1,253 | 0.06% | 0.06% | 1253 | +56 | 0.31% | Q1 2026 | Apr 23, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 17,893 | 1,248 | 0.49% | 0.47% | 1254 | -170 | -0.94% | Q1 2026 | May 12, 2026 |
| New Republic Capital, LLC | History | Reduced | 17,854 | 1,245 | 0.42% | 0.35% | 1255 | -1,434 | -7.43% | Q1 2026 | May 01, 2026 |
| DARA CAPITAL US, INC. | History | No change | 17,770 | 1,239 | 1.17% | 1.06% | 1256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 17,602 | 1,227 | 0.69% | 0.73% | 1257 | -2,557 | -12.68% | Q1 2026 | Apr 24, 2026 |
| Stelac Advisory Services LLC | History | Added to | 17,494 | 1,220 | 0.25% | 0.31% | 1258 | +4,470 | 34.32% | Q1 2026 | May 08, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 17,453 | 1,217 | 0.25% | 0.31% | 1259 | -4,779 | -21.5% | Q1 2026 | Apr 13, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 17,441 | 1,216 | 0.57% | 0.46% | 1261 | +1,655 | 10.48% | Q1 2026 | Apr 17, 2026 |
| Roundview Capital LLC | History | Added to | 17,435 | 1,216 | 0.08% | 0.07% | 1260 | +273 | 1.59% | Q1 2026 | May 08, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 17,371 | 1,211 | 0.16% | 0.13% | 1262 | +3,767 | 27.69% | Q1 2026 | Apr 27, 2026 |
| Cypress Capital Group | History | Reduced | 17,318 | 1,207 | 0.14% | 0.13% | 1263 | -351 | -1.99% | Q1 2026 | May 15, 2026 |
| Cohen Capital Management, Inc. | History | No change | 17,220 | 1,201 | 0.19% | 0.17% | 1264 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 17,153 | 1,196 | 0.43% | 0.39% | 1265 | -37 | -0.22% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Added to | 17,122 | 1,194 | 0.06% | 0.05% | 1266 | +2,407 | 16.36% | Q1 2026 | May 05, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 17,115 | 1,193 | 0.16% | 1.92% | 1267 | -187,587 | -91.64% | Q1 2026 | Apr 21, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 17,089 | 1,191 | 0.17% | 0.17% | 1269 | +826 | 5.08% | Q1 2026 | Apr 24, 2026 |
| Montecito Bank & Trust | History | Added to | 17,086 | 1,191 | 0.2% | 0.18% | 1268 | +155 | 0.92% | Q1 2026 | Apr 16, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 17,006 | 1,186 | 0.19% | 0.34% | 1270 | -16,433 | -49.14% | Q1 2026 | May 04, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 16,988 | 1,184 | 1.65% | 1.66% | 1271 | -669 | -3.79% | Q1 2026 | May 15, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 15,014 | 1,178 | 0.61% | 0.74% | 1273 | -1,908 | -11.28% | Q1 2026 | May 18, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 16,903 | 1,178 | 0.07% | 0.07% | 1272 | +176 | 1.05% | Q1 2026 | Apr 27, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 16,857 | 1,175 | 0.13% | 0.1% | 1274 | +3,298 | 24.32% | Q1 2026 | Apr 28, 2026 |
| Lexington Hill Partners, LLC | History | No change | 16,835 | 1,174 | 0.66% | 0.85% | 1275 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 16,760 | 1,169 | 0.37% | 0.42% | 1277 | -1,270 | -7.04% | Q1 2026 | Apr 15, 2026 |
| Essex Bank | History | Reduced | 16,766 | 1,169 | 0.26% | 0.25% | 1276 | -342 | -2.0% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Reduced | 16,690 | 1,164 | 0.04% | 0.04% | 1278 | -1,085 | -6.1% | Q1 2026 | Apr 06, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 16,688 | 1,163 | 0.47% | 0.48% | 1279 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 16,654 | 1,162 | 0.13% | 0.09% | 1280 | +4,934 | 42.1% | Q1 2026 | Apr 16, 2026 |
| BIP Wealth, LLC | History | Reduced | 16,648 | 1,161 | 0.05% | 0.04% | 1281 | -1,676 | -9.15% | Q1 2026 | Apr 27, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 16,621 | 1,159 | 0.1% | 0.1% | 1283 | -749 | -4.31% | Q1 2026 | Apr 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 13,963 | 1,159 | 0.02% | 0.02% | 1282 | +318 | 2.33% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 16,588 | 1,157 | 0.08% | 0.07% | 1284 | +1,972 | 13.49% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 16,574 | 1,156 | 0.1% | 0.1% | 1285 | -422 | -2.48% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 16,559 | 1,154 | 0.05% | — | 1286 | +16,559 | New | Q1 2026 | May 14, 2026 |
| MEYER HANDELMAN CO | History | New | 16,474 | 1,149 | 0.04% | — | 1287 | +16,474 | New | Q1 2026 | Apr 20, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 16,446 | 1,147 | 0.68% | 0.61% | 1288 | +1,476 | 9.86% | Q1 2026 | Apr 16, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 16,418 | 1,145 | 0.51% | 0.54% | 1289 | -493 | -2.92% | Q1 2026 | Apr 27, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 17,008 | 1,143 | 1.73% | 1.73% | 1290 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Northwest Bancshares, Inc. | History | Added to | 16,335 | 1,139 | 0.23% | 0.21% | 1291 | +98 | 0.6% | Q1 2026 | May 12, 2026 |
| American Trust | History | Added to | 16,297 | 1,136 | 0.1% | 0.09% | 1292 | +438 | 2.76% | Q1 2026 | May 01, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 16,259 | 1,134 | 0.98% | 0.93% | 1293 | -227 | -1.38% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 16,235 | 1,132 | 0.05% | 0.05% | 1294 | +1,203 | 8.0% | Q1 2026 | May 13, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 16,161 | 1,127 | 0.14% | 0.16% | 1296 | -2,679 | -14.22% | Q1 2026 | May 04, 2026 |
| Values Added Financial LLC | History | Reduced | 16,159 | 1,127 | 0.47% | 0.5% | 1297 | -1,463 | -8.3% | Q1 2026 | Apr 20, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 16,165 | 1,127 | 0.95% | 0.92% | 1295 | -50 | -0.31% | Q1 2026 | Apr 20, 2026 |
| Tudor Financial Inc. | History | Reduced | 16,129 | 1,124 | 0.57% | 0.56% | 1298 | -119 | -0.73% | Q1 2026 | May 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 16,054 | 1,119 | 0.49% | 0.78% | 1299 | -9,094 | -36.16% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | No change | 16,030 | 1,118 | 0.12% | 0.12% | 1300 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 16,002 | 1,116 | 0.04% | 0.04% | 1301 | -1,181 | -6.87% | Q1 2026 | Apr 28, 2026 |
| Latitude Advisors, LLC | History | Added to | 15,971 | 1,114 | 0.51% | 0.38% | 1303 | +3,006 | 23.19% | Q1 2026 | Apr 27, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 15,983 | 1,114 | 0.09% | 0.09% | 1302 | -5 | -0.03% | Q1 2026 | May 13, 2026 |
| Aspire Growth Partners LLC | History | Added to | 15,933 | 1,111 | 0.76% | 0.72% | 1304 | +540 | 3.51% | Q1 2026 | Apr 17, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 15,867 | 1,106 | 0.31% | 0.31% | 1305 | -270 | -1.67% | Q1 2026 | Apr 30, 2026 |
| VERITY Wealth Advisors | History | Added to | 15,852 | 1,105 | 0.74% | 0.51% | 1307 | +3,726 | 30.73% | Q1 2026 | Apr 09, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 15,856 | 1,105 | 0.2% | 0.17% | 1308 | +1,111 | 7.53% | Q1 2026 | May 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 15,848 | 1,105 | 0.1% | 0.1% | 1306 | +49 | 0.31% | Q1 2026 | May 04, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 15,800 | 1,102 | 0.37% | 0.38% | 1309 | -1,492 | -8.63% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Added to | 15,789 | 1,101 | 0.07% | 0.06% | 1310 | +1,332 | 9.21% | Q1 2026 | Apr 28, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 15,781 | 1,100 | 0.28% | 0.32% | 1311 | -1,513 | -8.75% | Q1 2026 | May 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 15,776 | 1,100 | 0.14% | 0.15% | 1312 | -516 | -3.17% | Q1 2026 | Apr 28, 2026 |
| Ethos Financial Group, LLC | History | Added to | 15,773 | 1,095 | 0.08% | 0.07% | 1314 | +2,304 | 17.11% | Q1 2026 | May 05, 2026 |
| Palisade Asset Management, LLC | History | Added to | 15,701 | 1,095 | 0.11% | 0.1% | 1313 | +793 | 5.32% | Q1 2026 | Apr 14, 2026 |
| Lee Financial Co | History | Added to | 15,667 | 1,092 | 0.15% | 0.14% | 1315 | +43 | 0.28% | Q1 2026 | Apr 13, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 15,547 | 1,084 | 0.09% | 0.1% | 1316 | -67 | -0.43% | Q1 2026 | Apr 09, 2026 |
| Asempa Wealth Advisors | History | Reduced | 15,414 | 1,083 | 0.94% | 0.97% | 1317 | -1,294 | -7.74% | Q1 2026 | Apr 08, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 15,466 | 1,078 | 0.38% | 0.4% | 1318 | -504 | -3.16% | Q1 2026 | May 11, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 15,403 | 1,074 | 0.32% | 0.31% | 1319 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | New | 15,335 | 1,069 | 0.06% | — | 1320 | +15,335 | New | Q1 2026 | Apr 17, 2026 |
| Pandora Wealth, Inc. | History | No change | 15,771 | 1,060 | 0.64% | 0.64% | 1321 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Management | History | Reduced | 15,142 | 1,056 | 1.21% | 1.97% | 1322 | -10,981 | -42.04% | Q1 2026 | Apr 22, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 15,109 | 1,053 | 0.08% | 0.07% | 1323 | +241 | 1.62% | Q1 2026 | Apr 20, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 15,073 | 1,051 | 0.32% | 0.29% | 1324 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 15,068 | 1,050 | 0.16% | 0.15% | 1325 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 15,039 | 1,048 | 0.6% | 0.42% | 1326 | +4,034 | 36.66% | Q1 2026 | Apr 08, 2026 |
| Independence Bank of Kentucky | History | Added to | 15,012 | 1,047 | 0.13% | 0.12% | 1327 | +1,107 | 7.96% | Q1 2026 | Apr 30, 2026 |
| CVS HEALTH Corp | History | New | 15,000 | 1,046 | 0.49% | — | 1329 | +15,000 | New | Q1 2026 | May 07, 2026 |
| Trilogy Capital Inc. | History | Reduced | 15,005 | 1,046 | 0.05% | 0.05% | 1328 | -723 | -4.6% | Q1 2026 | Apr 21, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 14,928 | 1,041 | 0.58% | 0.65% | 1330 | -484 | -3.14% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | Reduced | 14,873 | 1,037 | 0.06% | 0.05% | 1331 | -3,571 | -19.36% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | New | 15,733 | 1,028 | 0.0% | — | 1333 | +15,733 | New | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | Added to | 14,738 | 1,028 | 0.0% | 0.0% | 1332 | +1,142 | 8.4% | Q1 2026 | May 05, 2026 |
| LexAurum Advisors, LLC | History | New | 14,716 | 1,026 | 0.13% | — | 1335 | +14,716 | New | Q1 2026 | Apr 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 14,716 | 1,026 | 0.39% | 0.36% | 1334 | +677 | 4.82% | Q1 2026 | May 11, 2026 |
| Fiduciary Wealth Partners, LLC | History | New | 14,637 | 1,020 | 0.67% | — | 1336 | +14,637 | New | Q1 2026 | May 06, 2026 |
| Aspen Investment Management Inc | History | Added to | 14,616 | 1,019 | 0.31% | 0.25% | 1337 | +2,073 | 16.53% | Q1 2026 | Apr 15, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 14,608 | 1,018 | 0.05% | 0.02% | 1338 | +7,268 | 99.02% | Q1 2026 | May 08, 2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 14,598 | 1,018 | 2.53% | 3.04% | 1339 | -1,829 | -11.13% | Q1 2026 | Apr 24, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 14,592 | 1,017 | 0.55% | 0.54% | 1340 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | No change | 14,580 | 1,016 | 0.42% | 0.39% | 1341 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 14,552 | 1,015 | 0.82% | 0.69% | 1342 | +1,363 | 10.33% | Q1 2026 | May 15, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 14,540 | 1,014 | 0.52% | 0.27% | 1344 | +6,680 | 84.99% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Added to | 14,544 | 1,014 | 0.05% | 0.04% | 1343 | +50 | 0.34% | Q1 2026 | May 08, 2026 |
| Five Oceans Advisors | History | No change | 14,529 | 1,013 | 0.37% | 0.34% | 1345 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SEEDS INVESTOR LLC | History | New | 13,162 | 1,004 | 0.14% | — | 1346 | +13,162 | New | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 14,366 | 1,002 | 0.09% | — | 1348 | +14,366 | New | Q1 2026 | Apr 08, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 14,378 | 1,002 | 0.73% | 0.67% | 1347 | +241 | 1.7% | Q1 2026 | May 07, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 14,331 | 999 | 0.19% | 0.68% | 1349 | -28,961 | -66.9% | Q1 2026 | May 15, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 14,314 | 998 | 0.05% | 0.04% | 1350 | +3,177 | 28.53% | Q1 2026 | May 12, 2026 |
| Asset One Wealth Management LLC | History | Added to | 13,016 | 994 | 0.11% | 0.1% | 1351 | +2,581 | 24.73% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 14,250 | 993 | 0.06% | 0.06% | 1352 | +961 | 7.23% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | Added to | 14,199 | 990 | 0.07% | 0.08% | 1353 | +6,856 | 93.37% | Q1 2026 | Apr 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 14,167 | 988 | 0.02% | 0.03% | 1354 | -3,471 | -19.68% | Q1 2026 | Apr 07, 2026 |
| Avos Capital Management, LLC | History | Reduced | 14,164 | 987 | 0.39% | 2.14% | 1355 | -58,743 | -80.57% | Q1 2026 | May 15, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 14,130 | 985 | 0.33% | 0.32% | 1356 | +376 | 2.73% | Q1 2026 | May 11, 2026 |
| INVESTED ADVISORS | History | Reduced | 14,118 | 984 | 0.99% | 0.99% | 1357 | -120 | -0.84% | Q1 2026 | Apr 29, 2026 |
| REAP Financial Group, LLC | History | Added to | 14,105 | 983 | 0.19% | 0.17% | 1358 | +1,458 | 11.53% | Q1 2026 | May 11, 2026 |
| Investment Research Partners LLC | History | Reduced | 14,055 | 980 | 0.4% | 0.41% | 1359 | -325 | -2.26% | Q1 2026 | Apr 29, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 14,037 | 979 | 0.24% | 0.23% | 1360 | +21 | 0.15% | Q1 2026 | Apr 10, 2026 |
| JDM Financial Group LLC | History | Added to | 13,990 | 975 | 0.38% | 0.31% | 1362 | +2,195 | 18.61% | Q1 2026 | May 20, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 13,987 | 975 | 0.08% | 0.08% | 1361 | -1,593 | -10.22% | Q1 2026 | May 07, 2026 |
| AGF MANAGEMENT LTD | History | No change | 13,970 | 974 | 0.0% | 0.0% | 1363 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 14,498 | 974 | 0.04% | 0.04% | 1364 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 13,923 | 971 | 0.01% | 0.01% | 1365 | -69 | -0.49% | Q1 2026 | May 15, 2026 |
| Petix & Botte Co | History | Reduced | 13,875 | 967 | 0.22% | 0.23% | 1366 | -1,353 | -8.88% | Q1 2026 | Apr 30, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 13,874 | 967 | 0.37% | 0.33% | 1367 | +268 | 1.97% | Q1 2026 | May 11, 2026 |
| DV Trading LLC | History | Added to | 13,800 | 962 | 0.02% | 0.01% | 1368 | +9,100 | 193.62% | Q1 2026 | May 15, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 13,800 | 962 | 0.76% | 0.76% | 1369 | +75 | 0.55% | Q1 2026 | Apr 16, 2026 |
| Human Investing LLC | History | Added to | 13,750 | 959 | 0.14% | 0.13% | 1370 | +231 | 1.71% | Q1 2026 | May 07, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 14,208 | 955 | 0.09% | 0.09% | 1371 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 13,688 | 954 | 0.36% | 0.33% | 1373 | -673 | -4.69% | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 13,685 | 954 | 0.03% | 0.03% | 1372 | +409 | 3.08% | Q1 2026 | May 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 13,677 | 953 | 0.01% | 0.0% | 1374 | +6,182 | 82.48% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | No change | 13,647 | 951 | 0.14% | 0.12% | 1375 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Added to | 13,604 | 948 | 0.17% | 0.15% | 1376 | +1,756 | 14.82% | Q1 2026 | Apr 24, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 13,568 | 946 | 0.18% | 0.17% | 1377 | -74 | -0.54% | Q1 2026 | Apr 22, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 13,557 | 945 | 0.56% | 0.38% | 1378 | +5,292 | 64.03% | Q1 2026 | May 14, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 13,416 | 935 | 0.33% | 0.3% | 1379 | +70 | 0.52% | Q1 2026 | Apr 20, 2026 |
| JNBA Financial Advisors | History | Reduced | 13,361 | 931 | 0.08% | 0.08% | 1380 | -63 | -0.47% | Q1 2026 | Apr 22, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 13,295 | 927 | 0.33% | — | 1382 | +13,295 | New | Q1 2026 | May 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 13,294 | 927 | 0.31% | 0.33% | 1381 | -68 | -0.51% | Q1 2026 | May 15, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 13,284 | 926 | 0.17% | 0.24% | 1383 | -5,695 | -30.01% | Q1 2026 | Apr 13, 2026 |
| Daviman Financial, LLC | History | Reduced | 13,274 | 925 | 0.55% | 3.09% | 1386 | -65,084 | -83.06% | Q1 2026 | Apr 23, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 13,274 | 925 | 0.33% | 0.61% | 1385 | -12,167 | -47.82% | Q1 2026 | May 06, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 13,267 | 925 | 0.08% | 0.07% | 1384 | +1,320 | 11.05% | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | Reduced | 13,206 | 921 | 0.06% | 0.07% | 1387 | -2,494 | -15.89% | Q1 2026 | May 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 13,157 | 917 | 0.91% | 0.91% | 1388 | -278 | -2.07% | Q1 2026 | Apr 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 13,145 | 916 | 0.19% | 0.19% | 1389 | -474 | -3.48% | Q1 2026 | May 05, 2026 |
| ASL Financial, LLC | History | Added to | 13,113 | 914 | 0.73% | 0.6% | 1390 | +1,684 | 14.73% | Q1 2026 | Apr 09, 2026 |
| Blue Capital, Inc. | History | Added to | 13,035 | 909 | 0.59% | 0.6% | 1391 | +500 | 3.99% | Q1 2026 | Apr 24, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 13,010 | 907 | 0.53% | 0.54% | 1392 | -841 | -6.07% | Q1 2026 | May 11, 2026 |
| Strategic Advocates LLC | History | Reduced | 12,999 | 906 | 4.01% | 5.49% | 1393 | -305,232 | -95.92% | Q1 2026 | May 15, 2026 |
| Clare Market Investments LLC | History | New | 13,000 | 906 | 0.19% | — | 1395 | +13,000 | New | Q1 2026 | Apr 29, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 12,994 | 906 | 0.35% | 0.35% | 1394 | -247 | -1.87% | Q1 2026 | Apr 20, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 12,975 | 905 | 1.86% | 2.28% | 1396 | -1,393 | -9.7% | Q1 2026 | Apr 28, 2026 |
| Shade Tree Advisors LLC | History | No change | 12,943 | 902 | 0.65% | 0.66% | 1397 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | New | 12,925 | 901 | 0.04% | — | 1398 | +12,925 | New | Q1 2026 | May 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 12,892 | 899 | 0.05% | 0.04% | 1399 | +1,500 | 13.17% | Q1 2026 | May 06, 2026 |
| One Day In July LLC | History | Added to | 12,858 | 896 | 0.07% | 0.07% | 1400 | +753 | 6.22% | Q1 2026 | May 05, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 12,766 | 890 | 0.49% | 0.3% | 1402 | +4,641 | 57.12% | Q1 2026 | Apr 21, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 12,761 | 890 | 0.13% | 0.13% | 1401 | +2,393 | 23.08% | Q1 2026 | May 04, 2026 |
| Navigation Group, LLC | History | New | 12,755 | 889 | 0.21% | — | 1404 | +12,755 | New | Q1 2026 | May 05, 2026 |
| Net Worth Advisory Group | History | Added to | 12,753 | 889 | 0.18% | 0.17% | 1403 | +210 | 1.67% | Q1 2026 | May 05, 2026 |
| Vanguard National Trust Co | History | New | 12,727 | 887 | 0.06% | — | 1405 | +12,727 | New | Q1 2026 | May 08, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 12,702 | 886 | 0.11% | 0.21% | 1406 | -11,305 | -47.09% | Q1 2026 | Apr 16, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 12,710 | 886 | 0.7% | 0.67% | 1407 | +119 | 0.95% | Q1 2026 | Apr 21, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 12,687 | 884 | 0.57% | 0.72% | 1409 | -4,221 | -24.96% | Q1 2026 | Apr 20, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 12,687 | 884 | 0.37% | 0.36% | 1408 | -402 | -3.07% | Q1 2026 | May 06, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 12,669 | 883 | 0.06% | 0.07% | 1410 | -1,109 | -8.05% | Q1 2026 | Apr 23, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 12,639 | 881 | 0.46% | 1.74% | 1411 | -47,552 | -79.0% | Q1 2026 | Apr 21, 2026 |
| Bank of Marin | History | Added to | 12,608 | 879 | 0.64% | 0.5% | 1412 | +1,913 | 17.89% | Q1 2026 | May 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 12,548 | 875 | 0.6% | 0.6% | 1413 | -39 | -0.31% | Q1 2026 | May 04, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 12,479 | 870 | 0.53% | 0.48% | 1414 | -25 | -0.2% | Q1 2026 | Apr 15, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 12,469 | 869 | 0.37% | 0.35% | 1415 | -87 | -0.69% | Q1 2026 | Apr 20, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 12,418 | 866 | 0.32% | 0.33% | 1416 | +90 | 0.73% | Q1 2026 | Apr 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 12,375 | 863 | 0.24% | 0.2% | 1417 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Amundi | History | Reduced | 12,372 | 862 | 0.0% | 0.0% | 1418 | -769 | -5.85% | Q1 2026 | May 15, 2026 |
| Tenzing Financial LLC | History | No change | 11,490 | 861 | 0.65% | 0.63% | 1419 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pines Wealth Management, LLC | History | Added to | 12,344 | 860 | 0.28% | 0.27% | 1420 | +105 | 0.86% | Q1 2026 | Apr 08, 2026 |
| Avail Investment Partners, LLC | History | New | 12,311 | 859 | 0.92% | — | 1422 | +12,311 | New | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 11,260 | 859 | 0.05% | 0.04% | 1421 | +1,397 | 14.16% | Q1 2026 | Apr 20, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 12,278 | 856 | 0.29% | 0.22% | 1423 | +722 | 6.25% | Q1 2026 | Apr 29, 2026 |
| Clark Asset Management, LLC | History | Reduced | 12,260 | 855 | 0.08% | 0.09% | 1424 | -575 | -4.48% | Q1 2026 | Apr 16, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 12,244 | 854 | 0.0% | 0.0% | 1425 | -5,180 | -29.73% | Q1 2026 | May 14, 2026 |
| BG Investment Services, LLC | History | Reduced | 12,247 | 854 | 0.71% | 0.73% | 1426 | -17 | -0.14% | Q1 2026 | May 08, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 12,236 | 853 | 0.21% | 0.22% | 1427 | -602 | -4.69% | Q1 2026 | Apr 09, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 12,207 | 851 | 0.2% | 0.25% | 1428 | -3,881 | -24.12% | Q1 2026 | Apr 28, 2026 |
| DBK Financial Counsel, LLC | History | No change | 12,647 | 850 | 0.65% | 0.65% | 1429 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 12,180 | 849 | 0.31% | 0.28% | 1430 | +404 | 3.43% | Q1 2026 | May 06, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 12,146 | 847 | 0.76% | 0.71% | 1431 | -233 | -1.88% | Q1 2026 | Apr 16, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 12,078 | 842 | 0.13% | 0.14% | 1432 | +415 | 3.56% | Q1 2026 | Apr 17, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 12,045 | 840 | 0.55% | 0.56% | 1433 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Financial Partners | History | New | 12,036 | 839 | 0.33% | — | 1434 | +12,036 | New | Q1 2026 | May 20, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 12,008 | 837 | 0.66% | 0.69% | 1435 | -1,122 | -8.55% | Q1 2026 | Apr 20, 2026 |
| FineMark National Bank & Trust | History | No change | 12,435 | 835 | 0.03% | 0.03% | 1436 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Millington Financial Advisors, LLC | History | No change | 10,713 | 835 | 0.35% | 0.35% | 1437 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 11,969 | 834 | 0.15% | 0.11% | 1438 | +3,284 | 37.81% | Q1 2026 | May 11, 2026 |
| Tufton Capital Management | History | Added to | 11,944 | 833 | 0.15% | 0.13% | 1439 | +670 | 5.94% | Q1 2026 | May 12, 2026 |
| Atlatl Advisers LLC | History | Reduced | 11,888 | 829 | 0.62% | 0.69% | 1441 | -14,814 | -55.48% | Q1 2026 | May 07, 2026 |
| Strategic Equity Management | History | Added to | 11,899 | 829 | 0.31% | 0.15% | 1440 | +5,432 | 84.0% | Q1 2026 | Apr 21, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 11,871 | 828 | 0.07% | 0.09% | 1443 | -9,708 | -44.99% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 11,882 | 828 | 0.34% | 0.32% | 1442 | -1,703 | -12.54% | Q1 2026 | Apr 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 11,832 | 825 | 0.19% | 0.13% | 1444 | +3,675 | 45.05% | Q1 2026 | Apr 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 11,789 | 822 | 0.05% | 0.05% | 1445 | +1,007 | 9.34% | Q1 2026 | Apr 28, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 11,749 | 819 | 0.55% | 0.52% | 1446 | -33 | -0.28% | Q1 2026 | Apr 17, 2026 |
| Stewardship Advisors, LLC | History | Added to | 11,740 | 818 | 0.19% | 0.17% | 1447 | +1,112 | 10.46% | Q1 2026 | Apr 17, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 11,717 | 817 | 0.59% | 0.6% | 1448 | +30 | 0.26% | Q1 2026 | Apr 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 11,705 | 816 | 0.09% | 0.09% | 1449 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 11,691 | 815 | 0.03% | 0.03% | 1450 | +150 | 1.3% | Q1 2026 | May 07, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 11,690 | 815 | 0.42% | 0.41% | 1451 | -102 | -0.86% | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 11,558 | 811 | 0.0% | 0.0% | 1452 | +3,227 | 38.73% | Q1 2026 | May 12, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 11,596 | 808 | 0.03% | 0.0% | 1454 | +9,904 | 585.34% | Q1 2026 | May 13, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 11,589 | 808 | 0.12% | 0.1% | 1453 | +974 | 9.18% | Q1 2026 | May 11, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 11,556 | 806 | 0.04% | 0.01% | 1455 | +7,569 | 189.84% | Q1 2026 | Apr 09, 2026 |
| Victrix Investment Advisors | History | Reduced | 11,556 | 806 | 0.29% | 0.3% | 1456 | -40 | -0.34% | Q1 2026 | Apr 09, 2026 |
| Topor & Co. Korea | History | New | 11,553 | 805 | 0.68% | — | 1459 | +11,553 | New | Q1 2026 | Apr 27, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 11,543 | 805 | 0.27% | 0.26% | 1458 | -2,276 | -16.47% | Q1 2026 | Apr 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 11,550 | 805 | 0.05% | 0.05% | 1457 | +20 | 0.17% | Q1 2026 | Apr 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 11,498 | 801 | 0.44% | 0.35% | 1460 | +1,939 | 20.28% | Q1 2026 | Apr 13, 2026 |
| HORAN Wealth, LLC | History | No change | 11,873 | 799 | 0.08% | 0.12% | 1461 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Madson Wealth Advisors Inc | History | New | 11,455 | 798 | 0.66% | — | 1462 | +11,455 | New | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Reduced | 11,329 | 796 | 0.13% | 0.34% | 1463 | -17,602 | -60.84% | Q1 2026 | Apr 14, 2026 |
| Owen LaRue, LLC | History | New | 11,424 | 796 | 0.31% | — | 1464 | +11,424 | New | Q1 2026 | Apr 30, 2026 |
| tru Independence LLC | History | Reduced | 11,325 | 789 | 0.39% | 0.23% | 1465 | -2,027 | -15.18% | Q1 2026 | Apr 22, 2026 |
| First Bank & Trust | History | Reduced | 11,278 | 786 | 0.13% | 0.13% | 1466 | -299 | -2.58% | Q1 2026 | Apr 10, 2026 |
| Leo Wealth, LLC | History | Added to | 11,204 | 781 | 0.06% | 0.05% | 1467 | +534 | 5.0% | Q1 2026 | May 05, 2026 |
| Verum Partners LLC | History | Reduced | 11,178 | 779 | 0.15% | 0.16% | 1468 | -528 | -4.51% | Q1 2026 | Apr 15, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 11,176 | 779 | 0.61% | 0.58% | 1469 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rare Wolf Capital LLC | History | Added to | 11,157 | 778 | 0.5% | 0.47% | 1470 | +2 | 0.02% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 11,110 | 774 | 0.02% | 0.02% | 1471 | +2,054 | 22.68% | Q1 2026 | Apr 29, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 11,040 | 770 | 0.0% | 0.0% | 1472 | +540 | 5.14% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 10,996 | 766 | 0.11% | 0.05% | 1473 | +6,390 | 138.73% | Q1 2026 | May 13, 2026 |
| Integras Partners LLC | History | Added to | 10,995 | 766 | 0.5% | 0.56% | 1474 | +754 | 7.36% | Q1 2026 | May 12, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 10,966 | 764 | 0.41% | 0.19% | 1475 | +4,430 | 67.78% | Q1 2026 | Apr 13, 2026 |
| LCW Services, LLC | History | Added to | 10,943 | 763 | 0.38% | 0.31% | 1476 | +2,212 | 25.34% | Q1 2026 | Apr 27, 2026 |
| Hills Bank & Trust Co | History | Added to | 10,928 | 762 | 0.04% | 0.04% | 1477 | +1,051 | 10.64% | Q1 2026 | May 01, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 10,921 | 761 | 0.7% | 0.79% | 1478 | -1,385 | -11.25% | Q1 2026 | May 11, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 10,895 | 759 | 0.27% | 1.22% | 1480 | -38,929 | -78.13% | Q1 2026 | May 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 10,891 | 759 | 0.05% | 0.06% | 1481 | -2,693 | -19.82% | Q1 2026 | May 15, 2026 |
| Firestone Capital Management | History | No change | 10,886 | 759 | 0.16% | 0.16% | 1479 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STAR Financial Bank | History | Added to | 10,873 | 758 | 0.36% | 0.23% | 1482 | +4,153 | 61.8% | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 10,841 | 756 | 0.03% | 0.02% | 1484 | +3,522 | 48.12% | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 10,847 | 756 | 0.09% | 0.09% | 1485 | -367 | -3.27% | Q1 2026 | May 05, 2026 |
| Haverford Financial Services, Inc. | History | No change | 10,840 | 756 | 0.23% | 0.2% | 1483 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 10,836 | 755 | 0.28% | 0.23% | 1486 | +1,937 | 21.77% | Q1 2026 | Apr 17, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 10,822 | 754 | 0.17% | 0.16% | 1487 | +350 | 3.34% | Q1 2026 | Apr 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 10,755 | 750 | 0.3% | 0.29% | 1488 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 10,743 | 749 | 0.44% | 0.49% | 1489 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 10,712 | 747 | 0.24% | 0.29% | 1490 | -2,047 | -16.04% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 10,695 | 745 | 0.01% | 0.01% | 1491 | +3,415 | 46.91% | Q1 2026 | Apr 28, 2026 |
| Allen Capital Group, LLC | History | No change | 11,085 | 745 | 0.07% | 0.07% | 1492 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ICONIQ Capital, LLC | History | No change | 10,599 | 739 | 0.02% | 0.01% | 1493 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 10,568 | 737 | 0.16% | 0.17% | 1494 | -18 | -0.17% | Q1 2026 | Apr 14, 2026 |
| VestGen Investment Management | History | Reduced | 10,564 | 736 | 0.41% | 0.49% | 1495 | -2,508 | -19.19% | Q1 2026 | May 12, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 10,528 | 734 | 0.13% | — | 1496 | +10,528 | New | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 10,496 | 732 | 0.06% | 0.05% | 1497 | +913 | 9.53% | Q1 2026 | Apr 09, 2026 |
| MASECO LLP | History | Reduced | 10,449 | 728 | 0.02% | 0.03% | 1499 | -1,398 | -11.8% | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | Reduced | 10,441 | 728 | 0.08% | 0.08% | 1498 | -102 | -0.97% | Q1 2026 | Apr 29, 2026 |
| OFS Enterprise LLC | History | New | 10,437 | 727 | 0.21% | — | 1500 | +10,437 | New | Q1 2026 | Apr 09, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 10,417 | 726 | 0.11% | 0.12% | 1501 | -804 | -7.17% | Q1 2026 | May 07, 2026 |
| IFG Advisors, LLC | History | Reduced | 10,386 | 724 | 0.12% | 0.13% | 1502 | -1,479 | -12.47% | Q1 2026 | Apr 09, 2026 |
| Oldfather Financial Services, LLC | History | No change | 10,690 | 718 | 0.21% | 0.21% | 1503 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 10,252 | 715 | 0.12% | 0.2% | 1504 | -7,018 | -40.64% | Q1 2026 | Apr 28, 2026 |
| Van Diest Capital, LLC | History | Added to | 10,248 | 714 | 0.56% | 0.57% | 1506 | +4,580 | 80.8% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 10,243 | 714 | 0.24% | 0.21% | 1505 | -99 | -0.96% | Q1 2026 | May 15, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 10,224 | 713 | 0.68% | 0.55% | 1507 | +1,686 | 19.75% | Q1 2026 | May 04, 2026 |
| 1607 Capital Partners, LLC | History | New | 10,180 | 710 | 0.05% | — | 1509 | +10,180 | New | Q1 2026 | May 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 10,192 | 710 | 0.14% | 0.14% | 1508 | -483 | -4.52% | Q1 2026 | Apr 16, 2026 |
| Argentarii, LLC | History | Reduced | 10,175 | 709 | 0.25% | 0.27% | 1510 | -2,025 | -16.6% | Q1 2026 | May 12, 2026 |
| TRB Wealth Management, LLC | History | New | 10,145 | 707 | 0.1% | — | 1511 | +10,145 | New | Q1 2026 | May 14, 2026 |
| Unified Investment Management | History | Added to | 10,100 | 704 | 0.72% | 0.64% | 1513 | +549 | 5.75% | Q1 2026 | Apr 29, 2026 |
| Arista Wealth Management, LLC | History | No change | 10,097 | 704 | 0.09% | 0.08% | 1512 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Networth Advisors, LLC | History | Reduced | 10,028 | 699 | 0.49% | 0.54% | 1514 | -835 | -7.69% | Q1 2026 | Apr 22, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 9,997 | 697 | 0.33% | 0.67% | 1515 | -8,508 | -45.98% | Q1 2026 | May 12, 2026 |
| Williams & Novak, LLC | History | Added to | 9,912 | 696 | 0.52% | 0.49% | 1516 | +300 | 3.12% | Q1 2026 | Apr 20, 2026 |
| LongView Wealth Management | History | Added to | 9,113 | 695 | 0.17% | 0.15% | 1517 | +604 | 7.1% | Q1 2026 | Apr 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 9,953 | 694 | 0.01% | 0.0% | 1518 | +3,391 | 51.68% | Q1 2026 | May 14, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 9,922 | 692 | 0.28% | 0.24% | 1519 | +1,016 | 11.41% | Q1 2026 | Apr 29, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 9,904 | 690 | 0.35% | 0.43% | 1521 | -2,126 | -17.67% | Q1 2026 | May 13, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 9,888 | 690 | 0.05% | 0.05% | 1520 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 9,882 | 689 | 0.34% | 3.71% | 1522 | -99,667 | -90.98% | Q1 2026 | Apr 27, 2026 |
| Compton Financial Group, LLC | History | Reduced | 9,810 | 684 | 0.15% | 0.17% | 1523 | -1,396 | -12.46% | Q1 2026 | Apr 28, 2026 |
| Winter & Associates, Inc. | History | Reduced | 9,737 | 682 | 0.6% | 0.63% | 1524 | -399 | -3.94% | Q1 2026 | Apr 08, 2026 |
| Glassman Wealth Services | History | Added to | 9,741 | 679 | 0.09% | 0.09% | 1525 | +71 | 0.73% | Q1 2026 | May 04, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 9,722 | 678 | 0.49% | 0.43% | 1526 | +652 | 7.19% | Q1 2026 | May 13, 2026 |
| Wealth Architects, LLC | History | Reduced | 9,710 | 677 | 0.06% | 0.06% | 1527 | -19 | -0.2% | Q1 2026 | May 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 9,695 | 676 | 0.08% | 0.07% | 1528 | +260 | 2.76% | Q1 2026 | May 04, 2026 |
| Truepoint, Inc. | History | Reduced | 9,680 | 675 | 0.02% | 0.01% | 1529 | -41 | -0.42% | Q1 2026 | May 08, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 9,620 | 671 | 0.23% | 0.23% | 1530 | +3 | 0.03% | Q1 2026 | Apr 30, 2026 |
| DGS Capital Management, LLC | History | Added to | 9,620 | 670 | 0.11% | 0.06% | 1531 | +4,088 | 73.9% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 9,591 | 668 | 0.01% | 0.01% | 1532 | -2,149 | -18.3% | Q1 2026 | May 14, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | New | 9,545 | 665 | 0.72% | — | 1534 | +9,545 | New | Q1 2026 | May 15, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 9,547 | 665 | 0.66% | 0.64% | 1533 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,521 | 664 | 0.04% | 0.03% | 1535 | +1,879 | 24.59% | Q1 2026 | Apr 24, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 9,454 | 659 | 0.03% | 0.03% | 1536 | -9 | -0.1% | Q1 2026 | May 12, 2026 |
| Proficio Capital Partners LLC | History | No change | 9,424 | 657 | 0.04% | 0.04% | 1537 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 9,395 | 655 | 0.58% | — | 1540 | +9,395 | New | Q1 2026 | May 07, 2026 |
| Emprise Bank | History | Reduced | 9,393 | 655 | 0.26% | 0.28% | 1539 | -601 | -6.01% | Q1 2026 | Apr 20, 2026 |
| Rossmore Private Capital | History | No change | 9,398 | 655 | 0.06% | 0.06% | 1538 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 8,383 | 654 | 0.11% | 0.12% | 1541 | -1,071 | -11.33% | Q1 2026 | May 08, 2026 |
| Lynx Investment Advisory | History | Added to | 9,346 | 651 | 0.31% | 0.17% | 1542 | +4,621 | 97.8% | Q1 2026 | Apr 24, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 9,335 | 651 | 0.25% | 0.3% | 1543 | +112 | 1.21% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 9,330 | 650 | 0.01% | 0.01% | 1544 | +3,655 | 64.41% | Q1 2026 | May 13, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 9,264 | 646 | 0.13% | 0.12% | 1546 | +1,259 | 15.73% | Q1 2026 | May 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 7,927 | 646 | 0.23% | 0.24% | 1545 | -461 | -5.5% | Q1 2026 | May 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 9,245 | 644 | 0.01% | 0.0% | 1547 | +3,670 | 65.83% | Q1 2026 | May 05, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 9,236 | 644 | 0.15% | 0.15% | 1548 | -30 | -0.32% | Q1 2026 | May 04, 2026 |
| Berger Financial Group, Inc | History | Added to | 9,239 | 644 | 0.04% | 0.04% | 1549 | +13 | 0.14% | Q1 2026 | Apr 28, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 9,232 | 643 | 0.34% | 0.34% | 1550 | -84 | -0.9% | Q1 2026 | Apr 20, 2026 |
| NOVEM GROUP | History | Added to | 9,212 | 642 | 0.07% | 0.05% | 1552 | +2,554 | 38.36% | Q1 2026 | Apr 10, 2026 |
| West Wealth Group, LLC | History | Reduced | 9,216 | 642 | 0.13% | 0.15% | 1551 | -1,200 | -11.52% | Q1 2026 | May 11, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 9,204 | 641 | 0.51% | 0.44% | 1553 | +1,163 | 14.46% | Q1 2026 | May 12, 2026 |
| Gold Investment Management Ltd. | History | Added to | 9,166 | 639 | 0.2% | 0.2% | 1554 | +36 | 0.39% | Q1 2026 | Apr 22, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 9,132 | 636 | 0.2% | 0.31% | 1555 | -6,148 | -40.24% | Q1 2026 | Apr 23, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 9,110 | 635 | 0.06% | 0.06% | 1557 | -661 | -6.76% | Q1 2026 | May 05, 2026 |
| WESBANCO BANK INC | History | No change | 9,113 | 635 | 0.02% | 0.02% | 1556 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 5,107 | 634 | 0.37% | 1.12% | 1558 | -24,124 | -82.53% | Q1 2026 | May 14, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | New | 9,066 | 632 | 0.16% | — | 1559 | +9,066 | New | Q1 2026 | Apr 07, 2026 |
| Intrua Financial, LLC | History | Reduced | 9,053 | 631 | 0.07% | 0.07% | 1560 | -759 | -7.74% | Q1 2026 | Apr 23, 2026 |
| Madison Asset Management, LLC | History | Added to | 9,030 | 629 | 0.01% | 0.01% | 1561 | +1,132 | 14.33% | Q1 2026 | May 07, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 9,007 | 628 | 0.01% | 0.01% | 1562 | +867 | 10.65% | Q1 2026 | May 12, 2026 |
| Trust Co of the South | History | No change | 9,016 | 628 | 0.1% | 0.1% | 1563 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 8,972 | 625 | 0.08% | 0.1% | 1565 | -2,932 | -24.63% | Q1 2026 | May 04, 2026 |
| Fortis Capital Management LLC | History | Added to | 8,962 | 625 | 0.06% | 0.07% | 1564 | +1,568 | 21.21% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 8,895 | 620 | 0.16% | 0.21% | 1566 | -2,214 | -19.93% | Q1 2026 | May 11, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 8,867 | 618 | 0.08% | 0.08% | 1567 | +158 | 1.81% | Q1 2026 | Apr 23, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 8,863 | 618 | 0.21% | 0.21% | 1568 | -65 | -0.73% | Q1 2026 | May 14, 2026 |
| South Shore Capital Advisors | History | Reduced | 8,856 | 617 | 0.45% | 0.59% | 1570 | -3,124 | -26.08% | Q1 2026 | Apr 28, 2026 |
| Moneda S.A. Administradora General de Fondos | History | No change | 8,855 | 617 | 0.5% | 0.53% | 1569 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 9,186 | 617 | 0.21% | 0.21% | 1571 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MAYPORT, LLC | History | Reduced | 8,839 | 616 | 0.11% | 0.14% | 1573 | -1,311 | -12.92% | Q1 2026 | Apr 21, 2026 |
| Bowman & Co S.C. | History | No change | 9,166 | 616 | 0.26% | 0.26% | 1572 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wayfinding Financial, LLC | History | Added to | 8,823 | 615 | 0.27% | 0.25% | 1574 | +120 | 1.38% | Q1 2026 | May 12, 2026 |
| Legacy Private Trust Co. | History | Added to | 8,798 | 613 | 0.04% | 0.03% | 1575 | +502 | 6.05% | Q1 2026 | Apr 07, 2026 |
| Arvest Bank Trust Division | History | New | 8,771 | 611 | 0.03% | — | 1576 | +8,771 | New | Q1 2026 | May 13, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | New | 8,750 | 610 | 0.09% | — | 1579 | +8,750 | New | Q1 2026 | Apr 27, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 8,759 | 610 | 0.03% | 0.03% | 1577 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pursuit Wealth Management LLC | History | No change | 9,078 | 610 | 0.52% | 0.52% | 1578 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BFI Infinity Ltd. | History | Reduced | 8,745 | 609 | 0.34% | 0.41% | 1580 | -1,097 | -11.15% | Q1 2026 | Apr 13, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 8,731 | 608 | 1.09% | 1.0% | 1581 | +1,002 | 12.96% | Q1 2026 | Apr 14, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 8,654 | 603 | 0.33% | 0.35% | 1582 | +10 | 0.12% | Q1 2026 | Apr 21, 2026 |
| Optiver Holding B.V. | History | New | 8,631 | 602 | 0.0% | — | 1583 | +8,631 | New | Q1 2026 | May 15, 2026 |
| Axos Invest Inc. | History | Reduced | 8,626 | 601 | 0.45% | 0.57% | 1584 | -3,020 | -25.93% | Q1 2026 | May 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 8,565 | 597 | 0.04% | 0.03% | 1585 | +1,137 | 15.31% | Q1 2026 | May 05, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 8,039 | 596 | 0.08% | 0.08% | 1586 | -200 | -2.43% | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 8,471 | 590 | 0.1% | 0.04% | 1587 | +3,946 | 87.2% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | Reduced | 8,454 | 589 | 0.39% | 0.43% | 1588 | -93,287 | -91.69% | Q1 2026 | May 06, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 8,431 | 588 | 0.07% | 0.33% | 1589 | -35,116 | -80.64% | Q1 2026 | May 14, 2026 |
| POTENTIA WEALTH | History | New | 8,435 | 588 | 0.23% | — | 1590 | +8,435 | New | Q1 2026 | May 11, 2026 |
| Citizens National Bank Trust Department | History | No change | 8,428 | 587 | 0.1% | 0.1% | 1591 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 8,408 | 586 | 0.21% | 0.2% | 1592 | +47 | 0.56% | Q1 2026 | May 08, 2026 |
| NDVR, Inc. | History | No change | 8,719 | 586 | 0.49% | 0.49% | 1593 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 8,382 | 584 | 0.21% | 0.55% | 1594 | -7,977 | -48.76% | Q1 2026 | May 12, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 8,380 | 584 | 0.18% | 0.17% | 1595 | +140 | 1.7% | Q1 2026 | Apr 21, 2026 |
| Realta Investment Advisors | History | Added to | 8,340 | 581 | 0.2% | 0.18% | 1596 | +264 | 3.27% | Q1 2026 | Apr 22, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 8,297 | 578 | 0.55% | 0.45% | 1598 | +1,177 | 16.53% | Q1 2026 | May 06, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 8,295 | 578 | 0.07% | 0.07% | 1597 | +100 | 1.22% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 8,276 | 577 | 0.04% | 0.08% | 1599 | -10,241 | -55.31% | Q1 2026 | Apr 13, 2026 |
| IF Advisors, LLC | History | Added to | 8,279 | 577 | 0.41% | 0.16% | 1600 | +5,270 | 175.14% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Reduced | 8,260 | 576 | 0.08% | 0.08% | 1601 | -211 | -2.49% | Q1 2026 | Apr 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 8,257 | 575 | 0.08% | 0.07% | 1602 | -59 | -0.71% | Q1 2026 | Apr 09, 2026 |
| Talon Private Wealth, LLC | History | New | 8,212 | 572 | 0.08% | — | 1605 | +8,212 | New | Q1 2026 | May 15, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 8,206 | 572 | 0.17% | 0.15% | 1604 | +549 | 7.17% | Q1 2026 | Apr 28, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 8,203 | 572 | 0.01% | 0.01% | 1603 | +184 | 2.29% | Q1 2026 | Apr 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 8,182 | 570 | 0.06% | 0.06% | 1606 | +11 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 8,126 | 566 | 0.3% | 0.31% | 1607 | -191 | -2.3% | Q1 2026 | May 13, 2026 |
| Alteri Wealth LLC | History | Reduced | 8,100 | 565 | 0.18% | 0.19% | 1608 | -451 | -5.27% | Q1 2026 | May 06, 2026 |
| Independent Wealth Network Inc. | History | Added to | 8,087 | 564 | 0.17% | 0.15% | 1609 | +697 | 9.43% | Q1 2026 | Apr 20, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 8,091 | 564 | 0.37% | 0.35% | 1610 | -61 | -0.75% | Q1 2026 | Apr 07, 2026 |
| Cynosure Group, LLC | History | Reduced | 8,067 | 562 | 0.07% | 0.06% | 1611 | -860 | -9.63% | Q1 2026 | May 13, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 8,359 | 561 | 0.02% | 0.02% | 1612 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Powerhouse Assets LLC | History | No change | 8,029 | 560 | 0.49% | 0.47% | 1613 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 8,007 | 558 | 0.21% | 0.13% | 1614 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 7,997 | 557 | 0.11% | 0.11% | 1615 | -314 | -3.78% | Q1 2026 | Apr 09, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 7,975 | 556 | 0.07% | 0.12% | 1617 | -3,811 | -32.33% | Q1 2026 | Apr 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 7,982 | 556 | 0.04% | 0.05% | 1616 | -2,471 | -23.64% | Q1 2026 | Apr 16, 2026 |
| Presidio Capital Management, LLC | History | Added to | 7,968 | 555 | 0.16% | 0.08% | 1620 | +4,185 | 110.63% | Q1 2026 | Apr 08, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 7,961 | 555 | 0.06% | 0.04% | 1618 | +1,860 | 30.49% | Q1 2026 | Apr 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 7,416 | 555 | 0.24% | 0.24% | 1621 | -679 | -8.39% | Q1 2026 | Apr 15, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 7,964 | 555 | 0.08% | 0.07% | 1619 | -125 | -1.55% | Q1 2026 | May 11, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 7,914 | 551 | 0.32% | 0.29% | 1622 | +450 | 6.03% | Q1 2026 | Apr 10, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 7,887 | 550 | 0.01% | — | 1623 | +7,887 | New | Q1 2026 | Apr 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 6,986 | 546 | 0.15% | — | 1626 | +6,986 | New | Q1 2026 | Apr 27, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 7,836 | 546 | 0.14% | 0.24% | 1625 | -5,309 | -40.39% | Q1 2026 | Apr 27, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 7,829 | 546 | 0.09% | 0.09% | 1624 | +167 | 2.18% | Q1 2026 | May 12, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 7,823 | 545 | 0.17% | 0.17% | 1627 | -583 | -6.94% | Q1 2026 | May 12, 2026 |
| Yoffe Investment Management, LLC | History | No change | 7,800 | 544 | 0.7% | 0.67% | 1628 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 7,795 | 543 | 0.39% | 0.44% | 1629 | -1,971 | -20.18% | Q1 2026 | Apr 24, 2026 |
| Daner Wealth Management, LLC | History | Added to | 6,732 | 541 | 0.32% | 0.3% | 1630 | +44 | 0.66% | Q1 2026 | May 13, 2026 |
| Helium Advisors LLC | History | Added to | 7,726 | 538 | 0.51% | 0.23% | 1633 | +4,295 | 125.18% | Q1 2026 | May 05, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 7,723 | 538 | 0.04% | 0.04% | 1632 | -1,257 | -14.0% | Q1 2026 | May 12, 2026 |
| 1ST SOURCE BANK | History | Added to | 7,725 | 538 | 0.03% | 0.03% | 1631 | +497 | 6.88% | Q1 2026 | May 04, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 7,721 | 538 | 0.37% | 0.36% | 1634 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stratos Investment Management, LLC | History | Added to | 7,681 | 535 | 0.02% | 0.01% | 1635 | +3,392 | 79.09% | Q1 2026 | Apr 28, 2026 |
| Aries Wealth Management | History | No change | 7,673 | 535 | 0.12% | 0.11% | 1636 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | Reduced | 7,647 | 533 | 0.15% | 0.14% | 1638 | -43 | -0.56% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | No change | 7,650 | 533 | 0.07% | 0.06% | 1637 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Keenan, LLC | History | Reduced | 7,626 | 531 | 0.45% | 0.92% | 1640 | -7,875 | -50.8% | Q1 2026 | Apr 22, 2026 |
| Westmount Partners, LLC | History | Added to | 7,625 | 531 | 0.13% | 0.13% | 1639 | +153 | 2.05% | Q1 2026 | Apr 16, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 7,612 | 530 | 0.04% | 0.03% | 1641 | -44 | -0.57% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | Added to | 7,596 | 529 | 0.16% | 0.13% | 1643 | +1,666 | 28.09% | Q1 2026 | May 22, 2026 |
| Tempo Wealth, LLC | History | Added to | 7,591 | 529 | 0.09% | 0.09% | 1642 | +273 | 3.73% | Q1 2026 | May 14, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 7,568 | 527 | 0.07% | 0.07% | 1644 | -162 | -2.1% | Q1 2026 | Apr 20, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 7,473 | 521 | 0.23% | 0.3% | 1645 | -2,456 | -24.74% | Q1 2026 | Apr 29, 2026 |
| Centennial Advisors, LLC | History | Reduced | 7,483 | 521 | 0.66% | 0.7% | 1646 | -563 | -7.0% | Q1 2026 | Apr 21, 2026 |
| Reflection Asset Management | History | No change | 7,501 | 521 | 0.37% | 0.37% | 1647 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 7,466 | 520 | 0.21% | 0.21% | 1648 | -4,924 | -39.74% | Q1 2026 | May 06, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 7,452 | 519 | 0.04% | 0.04% | 1649 | +577 | 8.39% | Q1 2026 | Apr 06, 2026 |
| Planning Project LLC | History | No change | 7,731 | 519 | 0.13% | 0.13% | 1650 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 7,440 | 518 | 0.33% | 0.33% | 1652 | -79 | -1.05% | Q1 2026 | Apr 21, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 7,428 | 518 | 0.12% | 0.11% | 1651 | +22 | 0.3% | Q1 2026 | Apr 23, 2026 |
| Smith Thornton Advisors LLC | History | No change | 7,434 | 518 | 0.26% | 0.25% | 1653 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Coastline Trust Co | History | Added to | 7,372 | 514 | 0.05% | 0.04% | 1654 | +1,200 | 19.44% | Q1 2026 | Apr 03, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 7,372 | 514 | 0.07% | 0.06% | 1655 | -8 | -0.11% | Q1 2026 | Apr 10, 2026 |
| LS Investment Advisors, LLC | History | No change | 7,363 | 513 | 0.08% | 0.07% | 1656 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Northside Capital Management, LLC | History | No change | 7,364 | 513 | 0.05% | 0.04% | 1657 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MBA Advisors LLC | History | Reduced | 7,349 | 512 | 0.2% | 0.2% | 1658 | -4 | -0.05% | Q1 2026 | Apr 20, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 7,332 | 511 | 0.14% | 0.08% | 1659 | +2,822 | 62.57% | Q1 2026 | May 12, 2026 |
| Seven Post Investment Office LP | History | Reduced | 7,324 | 510 | 0.16% | 0.18% | 1660 | -15 | -0.2% | Q1 2026 | May 13, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 7,286 | 508 | 0.08% | 0.03% | 1662 | +4,056 | 125.57% | Q1 2026 | Apr 21, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 7,295 | 508 | 0.45% | 0.48% | 1661 | -765 | -9.49% | Q1 2026 | May 04, 2026 |
| Robinhood Asset Management, LLC | History | Reduced | 7,262 | 506 | 0.04% | 0.04% | 1663 | -1,100 | -13.15% | Q1 2026 | Apr 13, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 7,245 | 505 | 0.15% | 0.14% | 1664 | +99 | 1.39% | Q1 2026 | Apr 17, 2026 |
| Chicago Capital, LLC | History | Reduced | 7,212 | 503 | 0.01% | 0.01% | 1665 | -321 | -4.26% | Q1 2026 | Apr 23, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 7,198 | 502 | 0.01% | 0.01% | 1666 | -6,079 | -45.79% | Q1 2026 | May 15, 2026 |
| SIMA Wealth Partners, LLC | History | New | 7,195 | 501 | 0.38% | — | 1667 | +7,195 | New | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 7,180 | 500 | 0.0% | 0.0% | 1668 | +1,145 | 18.97% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Reduced | 7,154 | 498 | 0.04% | 0.04% | 1670 | -322 | -4.31% | Q1 2026 | May 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 7,031 | 498 | 0.03% | 0.03% | 1669 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 7,123 | 496 | 0.04% | 0.21% | 1671 | -36,509 | -83.67% | Q1 2026 | May 05, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 7,102 | 495 | 0.33% | 0.36% | 1672 | -1,182 | -14.27% | Q1 2026 | Apr 21, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 7,095 | 494 | 0.14% | 0.14% | 1673 | -9 | -0.13% | Q1 2026 | Apr 24, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 7,074 | 493 | 0.04% | — | 1675 | +7,074 | New | Q1 2026 | May 06, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 6,647 | 493 | 0.04% | 0.05% | 1674 | -407 | -5.77% | Q1 2026 | Apr 29, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 7,314 | 491 | 0.1% | 0.1% | 1676 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 7,022 | 489 | 0.77% | 0.91% | 1678 | -1,173 | -14.31% | Q1 2026 | May 04, 2026 |
| Focused Wealth Management, Inc | History | No change | 7,018 | 489 | 0.05% | 0.05% | 1677 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 7,002 | 488 | 0.13% | 0.09% | 1679 | +2,017 | 40.46% | Q1 2026 | Apr 09, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 6,976 | 486 | 0.1% | 0.1% | 1680 | -8 | -0.11% | Q1 2026 | Apr 10, 2026 |
| Trust Point Inc. | History | Reduced | 6,953 | 484 | 0.04% | 0.04% | 1681 | -1,033 | -12.94% | Q1 2026 | Apr 15, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 6,911 | 482 | 0.39% | 0.65% | 1682 | -8,492 | -55.13% | Q1 2026 | Apr 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 6,927 | 481 | 0.01% | — | 1683 | +6,927 | New | Q1 2026 | Apr 08, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 6,891 | 480 | 0.12% | 5.67% | 1684 | -211,429 | -96.84% | Q1 2026 | May 15, 2026 |
| Livet Wealth, LLC | History | Reduced | 6,880 | 479 | 0.3% | 0.29% | 1686 | -112 | -1.6% | Q1 2026 | Apr 24, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 7,140 | 479 | 0.04% | 0.04% | 1685 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 6,846 | 477 | 0.0% | 0.0% | 1687 | +906 | 15.25% | Q1 2026 | Apr 22, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 6,847 | 477 | 0.28% | 0.26% | 1688 | -16 | -0.23% | Q1 2026 | May 14, 2026 |
| Walsh & Associates, LLC | History | No change | 6,828 | 476 | 0.47% | 0.45% | 1689 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Added to | 6,785 | 473 | 0.04% | 0.03% | 1690 | +2,573 | 61.09% | Q1 2026 | Apr 17, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 6,771 | 472 | 0.03% | 0.02% | 1691 | +1,434 | 26.87% | Q1 2026 | Apr 16, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 6,767 | 471 | 0.07% | 0.06% | 1692 | +675 | 11.08% | Q1 2026 | May 05, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 6,711 | 468 | 0.11% | 0.24% | 1693 | -8,749 | -56.59% | Q1 2026 | Apr 27, 2026 |
| Retirement Planning Group, LLC | History | Added to | 6,667 | 465 | 0.01% | 0.01% | 1694 | +1,956 | 41.52% | Q1 2026 | May 04, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 6,885 | 463 | 0.03% | 0.02% | 1696 | +1,086 | 18.73% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 6,646 | 463 | 0.03% | 0.03% | 1695 | +229 | 3.57% | Q1 2026 | May 01, 2026 |
| Hixon Zuercher, LLC | History | No change | 6,620 | 461 | 0.14% | 0.13% | 1697 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 6,604 | 460 | 0.06% | — | 1698 | +6,604 | New | Q1 2026 | Apr 30, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 6,585 | 459 | 0.34% | 0.27% | 1699 | +663 | 11.2% | Q1 2026 | May 05, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 5,493 | 455 | 0.34% | 0.35% | 1700 | -615 | -10.07% | Q1 2026 | May 14, 2026 |
| Private Capital Management, LLC | History | Added to | 6,498 | 453 | 0.05% | 0.04% | 1701 | +135 | 2.12% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 6,500 | 453 | 0.12% | 0.11% | 1702 | +87 | 1.36% | Q1 2026 | Apr 22, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 6,467 | 451 | 0.04% | 0.04% | 1703 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WPG Advisers, LLC | History | Reduced | 6,464 | 450 | 0.33% | 0.33% | 1704 | -62 | -0.95% | Q1 2026 | Apr 29, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 6,447 | 449 | 0.04% | 0.04% | 1705 | -44 | -0.68% | Q1 2026 | May 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 6,416 | 447 | 0.05% | 0.05% | 1706 | -13 | -0.2% | Q1 2026 | Apr 10, 2026 |
| Sageworth Trust Co | History | No change | 6,385 | 445 | 0.02% | 0.02% | 1707 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 5,778 | 444 | 0.07% | 0.28% | 1712 | -121,169 | -95.45% | Q1 2026 | May 01, 2026 |
| Synergy Asset Management, LLC | History | Added to | 6,373 | 444 | 0.05% | 0.03% | 1710 | +1,578 | 32.91% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 6,376 | 444 | 0.01% | 0.02% | 1711 | -1,242 | -16.3% | Q1 2026 | May 11, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 6,379 | 444 | 0.04% | 0.04% | 1709 | +71 | 1.13% | Q1 2026 | Apr 13, 2026 |
| LCNB CORP | History | No change | 6,367 | 444 | 0.15% | 0.14% | 1708 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 6,359 | 443 | 0.03% | 0.03% | 1713 | -140 | -2.15% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 6,346 | 442 | 0.1% | 0.09% | 1716 | +1,156 | 22.27% | Q1 2026 | May 06, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 6,351 | 442 | 0.04% | 0.05% | 1714 | -555 | -8.04% | Q1 2026 | May 08, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 6,340 | 442 | 0.04% | 0.04% | 1717 | -364 | -5.43% | Q1 2026 | Apr 22, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 6,344 | 442 | 0.24% | 0.24% | 1718 | +50 | 0.79% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 6,349 | 442 | 0.05% | 0.05% | 1715 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Karpus Management, Inc. | History | Reduced | 6,326 | 441 | 0.01% | 0.01% | 1719 | -279 | -4.22% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Added to | 6,325 | 441 | 0.11% | 0.12% | 1720 | +75 | 1.2% | Q1 2026 | Apr 20, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 6,317 | 440 | 0.01% | 0.01% | 1721 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 6,307 | 439 | 0.14% | 0.09% | 1722 | +2,121 | 50.67% | Q1 2026 | Apr 29, 2026 |
| Aureus Asset Management, LLC | History | New | 6,289 | 438 | 0.03% | — | 1724 | +6,289 | New | Q1 2026 | May 13, 2026 |
| RHS Financial, LLC | History | Reduced | 6,293 | 438 | 0.21% | 0.23% | 1723 | -632 | -9.13% | Q1 2026 | Apr 28, 2026 |
| Synergy Financial Group, LTD | History | New | 6,255 | 436 | 0.33% | — | 1725 | +6,255 | New | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 6,209 | 433 | 0.09% | — | 1727 | +6,209 | New | Q1 2026 | May 15, 2026 |
| Kennebec Savings Bank | History | Reduced | 6,221 | 433 | 0.39% | 0.37% | 1726 | -189 | -2.95% | Q1 2026 | Apr 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 6,193 | 431 | 0.09% | 0.21% | 1728 | -8,502 | -57.86% | Q1 2026 | Apr 13, 2026 |
| Factor Wealth Management LTD | History | Reduced | 6,167 | 430 | 0.08% | 0.1% | 1729 | -457 | -6.9% | Q1 2026 | Apr 20, 2026 |
| Piscataqua Savings Bank | History | Reduced | 6,122 | 427 | 0.3% | 0.31% | 1730 | -550 | -8.24% | Q1 2026 | Apr 10, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 6,116 | 426 | 0.05% | 0.05% | 1731 | -241 | -3.79% | Q1 2026 | May 13, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 6,095 | 425 | 0.19% | 0.21% | 1732 | -511 | -7.74% | Q1 2026 | Apr 20, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 6,049 | 421 | 0.09% | 0.07% | 1733 | +1,093 | 22.05% | Q1 2026 | Apr 13, 2026 |
| Inscription Capital, LLC | History | Added to | 6,025 | 420 | 0.04% | 0.04% | 1734 | +74 | 1.24% | Q1 2026 | Apr 20, 2026 |
| CFO4Life Group, LLC | History | Reduced | 6,009 | 419 | 0.06% | 0.06% | 1735 | -10 | -0.17% | Q1 2026 | May 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 6,221 | 418 | 0.02% | 0.02% | 1736 | -58 | -0.92% | Q1 2026 | Apr 08, 2026 |
| Summit Global Investments | History | New | 5,976 | 417 | 0.02% | — | 1737 | +5,976 | New | Q1 2026 | May 07, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 5,976 | 416 | 0.03% | 0.03% | 1738 | -413 | -6.46% | Q1 2026 | Apr 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 5,945 | 414 | 0.02% | 0.02% | 1739 | -66 | -1.1% | Q1 2026 | May 12, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 5,945 | 414 | 0.19% | 0.2% | 1740 | -27 | -0.45% | Q1 2026 | Apr 20, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 5,934 | 413 | 0.08% | 0.07% | 1741 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 5,910 | 412 | 0.05% | 0.04% | 1742 | +600 | 11.3% | Q1 2026 | Apr 17, 2026 |
| Tactive Advisors, LLC | History | Reduced | 5,894 | 411 | 0.12% | 0.13% | 1743 | -470 | -7.39% | Q1 2026 | Apr 16, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 5,854 | 408 | 0.21% | 0.19% | 1744 | +320 | 5.78% | Q1 2026 | Apr 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,828 | 406 | 0.02% | 0.02% | 1745 | +1,313 | 29.08% | Q1 2026 | Apr 15, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 5,825 | 406 | 0.27% | 0.24% | 1746 | +119 | 2.09% | Q1 2026 | Apr 08, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 5,812 | 405 | 0.0% | 0.0% | 1747 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WULFF, HANSEN & CO. | History | No change | 5,804 | 404 | 0.41% | 0.33% | 1748 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 6,011 | 404 | 0.39% | 0.39% | 1749 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Legacy PCG, LLC | History | Reduced | 5,765 | 402 | 2.16% | 1.19% | 1750 | -22,710 | -79.75% | Q1 2026 | May 15, 2026 |
| Aviso Financial Inc. | History | Reduced | 5,740 | 400 | 0.01% | 0.02% | 1752 | -397 | -6.47% | Q1 2026 | May 13, 2026 |
| Global Financial Private Client, LLC | History | Added to | 5,742 | 400 | 0.13% | 0.13% | 1751 | +367 | 6.83% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 5,710 | 398 | 0.1% | 0.28% | 1753 | -11,283 | -66.4% | Q1 2026 | Apr 08, 2026 |
| Beckerman Institutional, LLC | History | Added to | 5,708 | 398 | 0.21% | 0.2% | 1754 | +315 | 5.84% | Q1 2026 | May 04, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 5,687 | 396 | 0.03% | 0.02% | 1755 | +1,859 | 48.56% | Q1 2026 | May 07, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 5,691 | 396 | 0.03% | 0.03% | 1756 | +239 | 4.38% | Q1 2026 | Apr 15, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 5,667 | 395 | 0.02% | 0.02% | 1757 | -394 | -6.5% | Q1 2026 | Apr 20, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,675 | 395 | 0.07% | 0.07% | 1758 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| My Personal CFO, LLC | History | No change | 5,664 | 395 | 0.17% | 0.16% | 1759 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 5,663 | 394 | 0.21% | 0.21% | 1760 | +126 | 2.28% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,639 | 393 | 0.0% | 0.01% | 1761 | -1,423 | -20.15% | Q1 2026 | Apr 23, 2026 |
| Carter Financial Group, INC. | History | Reduced | 5,642 | 393 | 0.24% | 0.23% | 1762 | -222 | -3.79% | Q1 2026 | Apr 27, 2026 |
| EdgeRock Capital LLC | History | Added to | 5,617 | 391 | 0.11% | 0.08% | 1763 | +889 | 18.8% | Q1 2026 | Apr 16, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 5,608 | 391 | 0.05% | 0.05% | 1764 | +350 | 6.66% | Q1 2026 | May 15, 2026 |
| Adventist Health System/ West | History | New | 5,601 | 390 | 0.07% | — | 1770 | +5,601 | New | Q1 2026 | May 12, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 5,595 | 390 | 0.01% | 0.01% | 1765 | +1,990 | 55.2% | Q1 2026 | May 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 5,602 | 390 | 0.06% | 0.07% | 1769 | -694 | -11.02% | Q1 2026 | May 01, 2026 |
| Meredith Wealth Planning | History | Reduced | 5,593 | 390 | 0.11% | 0.11% | 1768 | -114 | -2.0% | Q1 2026 | Apr 27, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 5,592 | 390 | 0.36% | 0.33% | 1767 | -12 | -0.21% | Q1 2026 | Apr 29, 2026 |
| SilverOak Wealth Management LLC | History | No change | 5,599 | 390 | 0.06% | 0.06% | 1766 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hudson Capital Management LLC | History | Reduced | 5,585 | 389 | 0.1% | 2.14% | 1772 | -121,217 | -95.6% | Q1 2026 | Apr 13, 2026 |
| Lazard Freres Gestion S.A.S. | History | Added to | 5,590 | 389 | 0.01% | 0.0% | 1771 | +2,590 | 86.33% | Q1 2026 | May 07, 2026 |
| Integrity Investment Advisors, LLC | History | New | 5,569 | 388 | 0.21% | — | 1773 | +5,569 | New | Q1 2026 | Apr 29, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 5,562 | 387 | 0.16% | 0.12% | 1774 | +1,491 | 36.62% | Q1 2026 | May 06, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 5,537 | 386 | 0.34% | 0.39% | 1775 | -613 | -9.97% | Q1 2026 | Apr 28, 2026 |
| Clearwave Capital, LLC | History | No change | 5,524 | 385 | 0.26% | 0.27% | 1776 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atlas Brown,Inc. | History | Added to | 5,511 | 384 | 0.12% | 0.1% | 1777 | +710 | 14.79% | Q1 2026 | Apr 17, 2026 |
| Collier Financial | History | Added to | 5,499 | 383 | 0.29% | 0.27% | 1778 | +245 | 4.66% | Q1 2026 | May 11, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 5,480 | 382 | 0.03% | 0.03% | 1779 | +289 | 5.57% | Q1 2026 | Apr 21, 2026 |
| Fulcrum Capital LLC | History | No change | 5,480 | 382 | 0.08% | 0.07% | 1780 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 5,457 | 380 | 0.25% | 0.22% | 1781 | +672 | 14.04% | Q1 2026 | May 04, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 5,449 | 380 | 0.2% | 0.2% | 1782 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 5,446 | 379 | 0.04% | 0.04% | 1784 | -359 | -6.18% | Q1 2026 | May 01, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 5,441 | 379 | 0.16% | 0.16% | 1783 | -290 | -5.06% | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | Added to | 5,429 | 378 | 0.02% | 0.02% | 1785 | +86 | 1.61% | Q1 2026 | May 05, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 5,397 | 376 | 0.09% | 0.26% | 1787 | -11,557 | -68.17% | Q1 2026 | Apr 20, 2026 |
| LWM ADVISORS INC | History | New | 5,404 | 376 | 0.33% | — | 1788 | +5,404 | New | Q1 2026 | Apr 10, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 5,396 | 376 | 0.11% | 0.11% | 1786 | -62 | -1.14% | Q1 2026 | Apr 20, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 5,389 | 375 | 0.08% | 0.07% | 1790 | +96 | 1.81% | Q1 2026 | Apr 24, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 5,379 | 375 | 0.05% | 0.04% | 1791 | -16 | -0.3% | Q1 2026 | Apr 27, 2026 |
| Northwest Capital Management Inc | History | No change | 5,586 | 375 | 1.63% | 1.63% | 1789 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Abacus Wealth Partners, LLC | History | New | 5,373 | 374 | 0.03% | — | 1792 | +5,373 | New | Q1 2026 | Apr 24, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 5,355 | 373 | 0.35% | 1.81% | 1793 | -23,254 | -81.28% | Q1 2026 | May 08, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 5,318 | 370 | 0.1% | 0.13% | 1794 | -569 | -9.67% | Q1 2026 | Apr 17, 2026 |
| WJ Financial Advisors LLC | History | New | 5,282 | 368 | 0.3% | — | 1796 | +5,282 | New | Q1 2026 | May 04, 2026 |
| Everest Management Corp. | History | Added to | 5,286 | 368 | 0.19% | 0.17% | 1795 | +856 | 19.32% | Q1 2026 | May 06, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 5,269 | 367 | 0.05% | 0.03% | 1798 | +2,241 | 74.01% | Q1 2026 | Apr 27, 2026 |
| apricus wealth, LLC | History | Added to | 5,275 | 367 | 0.18% | 0.17% | 1799 | +175 | 3.43% | Q1 2026 | Apr 22, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 5,465 | 367 | 0.06% | 0.05% | 1797 | -55 | -1.0% | Q1 2026 | Apr 22, 2026 |
| Downshift Financial, LLC | History | No change | 4,779 | 367 | 0.19% | 0.21% | 1800 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Slagle Financial, LLC | History | Reduced | 5,246 | 365 | 0.12% | 0.14% | 1802 | -748 | -12.48% | Q1 2026 | May 01, 2026 |
| Prosperity Planning, Inc. | History | Added to | 5,240 | 365 | 0.09% | 0.09% | 1801 | +404 | 8.35% | Q1 2026 | Apr 10, 2026 |
| Gibbs Wealth Management | History | New | 5,229 | 364 | 0.05% | — | 1804 | +5,229 | New | Q1 2026 | May 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 5,219 | 364 | 0.16% | 0.14% | 1803 | +259 | 5.22% | Q1 2026 | Apr 28, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 5,209 | 363 | 0.15% | 0.14% | 1805 | +28 | 0.54% | Q1 2026 | Apr 20, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 5,203 | 362 | 0.32% | 0.19% | 1806 | +3,336 | 178.68% | Q1 2026 | May 11, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 5,179 | 361 | 0.07% | 0.13% | 1807 | -4,628 | -47.19% | Q1 2026 | May 12, 2026 |
| Jeter Robert S II | History | New | 4,359 | 361 | 0.36% | — | 1808 | +4,359 | New | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | Added to | 5,175 | 360 | 0.01% | 0.0% | 1809 | +156 | 3.11% | Q1 2026 | Apr 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 5,132 | 357 | 0.18% | 0.17% | 1810 | +9 | 0.18% | Q1 2026 | Apr 02, 2026 |
| Archer Investment Management, LLC | History | Reduced | 5,105 | 356 | 0.15% | 0.24% | 1811 | -1,552 | -23.31% | Q1 2026 | Apr 08, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,087 | 354 | 0.01% | 0.01% | 1812 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 5,068 | 353 | 0.16% | 0.14% | 1813 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 5,040 | 351 | 0.07% | 0.09% | 1814 | -2,192 | -30.31% | Q1 2026 | Apr 14, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 5,036 | 351 | 0.09% | 0.08% | 1815 | +957 | 23.46% | Q1 2026 | Apr 16, 2026 |
| Tidemark, LLC | History | Added to | 5,022 | 350 | 0.09% | 0.01% | 1818 | +4,310 | 605.34% | Q1 2026 | May 07, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 5,032 | 350 | 0.04% | 0.04% | 1816 | +90 | 1.82% | Q1 2026 | Apr 24, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Reduced | 5,022 | 350 | 0.11% | 0.11% | 1817 | -74 | -1.45% | Q1 2026 | Apr 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 5,013 | 349 | 0.03% | 0.03% | 1819 | -513 | -9.28% | Q1 2026 | May 07, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 5,004 | 349 | 0.08% | 0.07% | 1820 | +290 | 6.15% | Q1 2026 | May 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 5,000 | 348 | 0.0% | 0.0% | 1821 | +2,000 | 66.67% | Q1 2026 | May 14, 2026 |
| Bell Bank | History | No change | 5,003 | 348 | 0.01% | 0.01% | 1822 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 4,972 | 347 | 0.02% | 0.02% | 1823 | -716 | -12.59% | Q1 2026 | Apr 21, 2026 |
| Detalus Advisors, LLC | History | Added to | 4,963 | 346 | 0.08% | 0.08% | 1824 | +150 | 3.12% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Added to | 4,948 | 345 | 0.04% | 0.03% | 1826 | +1,486 | 42.92% | Q1 2026 | May 04, 2026 |
| Sunpointe, LLC | History | Added to | 4,951 | 345 | 0.11% | 0.11% | 1825 | +109 | 2.25% | Q1 2026 | Apr 21, 2026 |
| First County Bank /CT/ | History | Reduced | 4,918 | 343 | 0.18% | 0.18% | 1828 | -218 | -4.24% | Q1 2026 | Apr 03, 2026 |
| PKS Advisory Services, LLC | History | Added to | 4,924 | 343 | 0.08% | 0.07% | 1827 | +68 | 1.4% | Q1 2026 | May 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 4,914 | 342 | 0.16% | 0.16% | 1830 | -1,868 | -27.54% | Q1 2026 | May 05, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 4,904 | 342 | 0.12% | 0.09% | 1829 | +1,103 | 29.02% | Q1 2026 | May 06, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 4,910 | 342 | 0.26% | 0.26% | 1831 | +195 | 4.14% | Q1 2026 | Apr 21, 2026 |
| Plan A Wealth LLC | History | Reduced | 4,911 | 342 | 0.16% | 0.16% | 1832 | -51 | -1.03% | Q1 2026 | May 15, 2026 |
| Plan Group Financial, LLC | History | New | 4,898 | 341 | 0.08% | — | 1835 | +4,898 | New | Q1 2026 | Apr 13, 2026 |
| Denver PWM, LLC | History | Reduced | 4,112 | 341 | 0.12% | 0.12% | 1834 | -1,972 | -32.41% | Q1 2026 | May 12, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 4,900 | 341 | 0.04% | 0.04% | 1833 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 4,850 | 338 | 0.01% | 0.01% | 1836 | -695 | -12.53% | Q1 2026 | Apr 13, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 4,852 | 338 | 0.76% | 0.67% | 1837 | +404 | 9.08% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 4,840 | 337 | 0.0% | 0.0% | 1838 | +3,083 | 175.47% | Q1 2026 | May 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 4,842 | 337 | 0.05% | 0.06% | 1839 | -267 | -5.23% | Q1 2026 | Apr 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 4,819 | 336 | 0.01% | 0.01% | 1840 | +333 | 7.42% | Q1 2026 | Apr 15, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 4,808 | 335 | 0.01% | 0.01% | 1841 | +500 | 11.61% | Q1 2026 | May 15, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Added to | 4,780 | 333 | 0.23% | 0.18% | 1843 | +670 | 16.3% | Q1 2026 | May 14, 2026 |
| GDS Wealth Management | History | Reduced | 4,783 | 333 | 0.02% | 0.02% | 1842 | -267 | -5.29% | Q1 2026 | Apr 27, 2026 |
| Cedarwood Wealth LLC | History | Reduced | 4,761 | 332 | 0.34% | 0.6% | 1844 | -2,673 | -35.96% | Q1 2026 | May 05, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 4,745 | 330 | 0.06% | 0.04% | 1845 | +965 | 25.53% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 4,712 | 328 | 0.04% | 0.02% | 1846 | +1,747 | 58.92% | Q1 2026 | May 11, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 4,700 | 327 | 0.02% | 0.3% | 1847 | -57,187 | -92.41% | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 4,682 | 326 | 0.03% | 0.02% | 1848 | +555 | 13.45% | Q1 2026 | Apr 22, 2026 |
| JPL Wealth Management, LLC | History | No change | 4,674 | 326 | 0.07% | 0.08% | 1849 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 4,672 | 325 | 0.09% | 0.16% | 1851 | -3,084 | -39.76% | Q1 2026 | May 07, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 4,663 | 325 | 0.05% | 0.03% | 1850 | +1,140 | 32.36% | Q1 2026 | May 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 4,673 | 325 | 0.11% | 0.11% | 1852 | +306 | 7.01% | Q1 2026 | Apr 21, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 4,670 | 325 | 0.14% | 0.14% | 1853 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | New | 4,657 | 324 | 0.26% | — | 1855 | +4,657 | New | Q1 2026 | May 07, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,655 | 324 | 0.15% | 0.15% | 1854 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 4,639 | 323 | 0.07% | 0.06% | 1856 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Harrington Investments, INC | History | No change | 4,632 | 323 | 0.17% | 0.16% | 1857 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Uptown Financial Advisors LLC | History | No change | 4,631 | 323 | 0.26% | 0.22% | 1858 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,611 | 321 | 0.03% | 0.01% | 1859 | +2,970 | 180.99% | Q1 2026 | May 11, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 4,603 | 321 | 0.06% | 0.06% | 1860 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fielder Capital Group LLC | History | No change | 4,605 | 321 | 0.07% | 0.07% | 1861 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GM Advisory Group, LLC | History | Added to | 4,588 | 320 | 0.01% | 0.01% | 1862 | +486 | 11.85% | Q1 2026 | Apr 28, 2026 |
| BAYBAN | History | Reduced | 4,593 | 320 | 0.28% | 0.29% | 1863 | -309 | -6.3% | Q1 2026 | Apr 24, 2026 |
| M.E. ALLISON & CO., INC. | History | New | 4,570 | 318 | 0.21% | — | 1865 | +4,570 | New | Q1 2026 | Apr 08, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 4,566 | 318 | 0.01% | 0.01% | 1864 | -1,484 | -24.53% | Q1 2026 | Apr 21, 2026 |
| Abel Hall, LLC | History | Added to | 4,553 | 317 | 0.07% | 0.07% | 1866 | +18 | 0.4% | Q1 2026 | Apr 28, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 4,535 | 316 | 0.06% | 0.05% | 1867 | +601 | 15.28% | Q1 2026 | Apr 17, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 4,527 | 315 | 0.02% | 0.02% | 1868 | -994 | -18.0% | Q1 2026 | May 14, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 4,525 | 315 | 0.09% | 0.09% | 1869 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Balboa Wealth Partners | History | New | 4,510 | 314 | 0.05% | — | 1872 | +4,510 | New | Q1 2026 | Apr 16, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 4,504 | 314 | 0.17% | 0.12% | 1871 | +1,316 | 41.28% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Added to | 4,504 | 314 | 0.0% | 0.0% | 1870 | +556 | 14.08% | Q1 2026 | May 13, 2026 |
| Prism Planning Partners LLC | History | Reduced | 4,481 | 312 | 0.37% | 0.34% | 1873 | -25 | -0.55% | Q1 2026 | May 12, 2026 |
| Kagan Cocozza Asset Management | History | New | 4,436 | 309 | 0.22% | — | 1875 | +4,436 | New | Q1 2026 | Apr 23, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 4,437 | 309 | 0.08% | 0.06% | 1874 | +967 | 27.87% | Q1 2026 | May 07, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 4,418 | 308 | 0.04% | 0.04% | 1876 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Impact Capital Partners LLC | History | Reduced | 4,413 | 307 | 0.09% | 0.11% | 1877 | -946 | -17.65% | Q1 2026 | Apr 10, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 4,380 | 305 | 0.05% | — | 1880 | +4,380 | New | Q1 2026 | Apr 28, 2026 |
| First Western Trust Bank | History | Added to | 4,387 | 305 | 0.02% | 0.01% | 1878 | +753 | 20.72% | Q1 2026 | May 12, 2026 |
| Naviter Wealth, LLC | History | Added to | 4,382 | 305 | 0.04% | 0.04% | 1879 | +79 | 1.84% | Q1 2026 | Apr 10, 2026 |
| Dynamic Financial Group | History | Added to | 4,362 | 304 | 0.25% | 0.18% | 1882 | +1,158 | 36.14% | Q1 2026 | May 12, 2026 |
| MOTCO | History | Added to | 4,362 | 304 | 0.03% | 0.02% | 1881 | +733 | 20.2% | Q1 2026 | Apr 22, 2026 |
| Wrenne Financial Planning LLC | History | No change | 4,308 | 300 | 0.12% | 0.12% | 1883 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 4,291 | 299 | 0.02% | 0.01% | 1884 | +1,220 | 39.73% | Q1 2026 | Apr 17, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 4,297 | 299 | 0.93% | 0.85% | 1888 | +109 | 2.6% | Q1 2026 | May 08, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 4,288 | 299 | 0.04% | 0.04% | 1886 | -88 | -2.01% | Q1 2026 | May 14, 2026 |
| Farmers National Bank | History | No change | 4,457 | 299 | 0.07% | 0.07% | 1885 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 4,293 | 299 | 0.05% | 0.04% | 1887 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kooman & Associates | History | Reduced | 4,278 | 298 | 0.09% | 0.09% | 1889 | -243 | -5.37% | Q1 2026 | Apr 21, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 4,262 | 297 | 0.67% | 0.03% | 1891 | +4,068 | 2096.91% | Q1 2026 | May 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 4,260 | 297 | 0.01% | 0.01% | 1890 | +570 | 15.45% | Q1 2026 | Apr 30, 2026 |
| GatePass Capital, LLC | History | Reduced | 4,232 | 295 | 0.14% | 0.45% | 1893 | -8,899 | -67.77% | Q1 2026 | May 06, 2026 |
| Carnegie Investment Counsel | History | Added to | 4,238 | 295 | 0.01% | 0.0% | 1892 | +710 | 20.12% | Q1 2026 | May 01, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 4,228 | 294 | 0.03% | 0.05% | 1895 | -3,888 | -47.91% | Q1 2026 | Apr 30, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 4,229 | 294 | 0.04% | 0.03% | 1897 | +721 | 20.55% | Q1 2026 | May 06, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 4,219 | 294 | 0.04% | 0.04% | 1896 | +110 | 2.68% | Q1 2026 | Apr 15, 2026 |
| COUNTRY TRUST BANK | History | No change | 4,222 | 294 | 0.01% | 0.01% | 1894 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 4,207 | 293 | 0.06% | — | 1899 | +4,207 | New | Q1 2026 | May 13, 2026 |
| Horizons Wealth Management | History | No change | 4,207 | 293 | 0.19% | 0.18% | 1898 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 4,191 | 292 | 0.02% | 0.03% | 1900 | -3,244 | -43.63% | Q1 2026 | May 12, 2026 |
| American National Bank of Texas | History | New | 4,181 | 291 | 0.28% | — | 1902 | +4,181 | New | Q1 2026 | Apr 09, 2026 |
| Burford Brothers, Inc. | History | Reduced | 4,181 | 291 | 0.12% | 0.23% | 1901 | -3,995 | -48.86% | Q1 2026 | Apr 27, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 4,164 | 290 | 0.09% | 0.08% | 1904 | +451 | 12.15% | Q1 2026 | Apr 17, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 4,162 | 290 | 0.03% | 0.02% | 1903 | +325 | 8.47% | Q1 2026 | Apr 22, 2026 |
| Financial Freedom, LLC | History | Added to | 4,154 | 289 | 0.14% | 0.13% | 1906 | +217 | 5.51% | Q1 2026 | Apr 30, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 4,157 | 289 | 0.09% | 0.09% | 1905 | -135 | -3.15% | Q1 2026 | May 04, 2026 |
| NorthAvenue LLC | History | Reduced | 4,155 | 289 | 0.23% | 0.23% | 1907 | -32 | -0.76% | Q1 2026 | Apr 15, 2026 |
| 1015 Capital Partners, LLC | History | No change | 4,145 | 289 | 0.28% | 0.27% | 1908 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wells Financial Advisors INC | History | Added to | 4,128 | 287 | 1.31% | 0.0% | 1909 | +4,108 | 20540.0% | Q1 2026 | May 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 4,098 | 285 | 0.0% | 0.0% | 1910 | -1,722 | -29.59% | Q1 2026 | May 08, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 4,087 | 285 | 0.05% | 0.05% | 1911 | -115 | -2.74% | Q1 2026 | Apr 27, 2026 |
| Hobbs Wealth Management, LLC | History | Reduced | 4,082 | 284 | 0.28% | 6.91% | 1913 | -101,590 | -96.14% | Q1 2026 | Apr 28, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 4,082 | 284 | 0.03% | 0.03% | 1912 | -501 | -10.93% | Q1 2026 | Apr 21, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 4,077 | 284 | 0.15% | 0.16% | 1914 | -174 | -4.09% | Q1 2026 | Apr 24, 2026 |
| Financially in Tune, LLC | History | Added to | 4,070 | 283 | 0.24% | 0.24% | 1915 | +166 | 4.25% | Q1 2026 | Apr 22, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 4,054 | 282 | 0.02% | 0.02% | 1916 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 4,032 | 281 | 0.2% | 0.19% | 1917 | -4 | -0.1% | Q1 2026 | May 13, 2026 |
| Keener Financial Planning LLC | History | Reduced | 4,027 | 280 | 0.12% | 0.12% | 1919 | -14 | -0.35% | Q1 2026 | May 01, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 4,019 | 280 | 0.13% | 0.14% | 1918 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | New | 4,000 | 279 | 0.09% | — | 1923 | +4,000 | New | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 4,002 | 279 | 0.13% | 0.11% | 1921 | -684 | -14.6% | Q1 2026 | Apr 27, 2026 |
| RAM Investment Partners, LLC | History | Added to | 4,002 | 279 | 0.05% | 0.05% | 1922 | +50 | 1.27% | Q1 2026 | May 04, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 4,007 | 279 | 0.19% | 0.18% | 1920 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 3,999 | 278 | 0.03% | 0.04% | 1924 | -2,000 | -33.34% | Q1 2026 | Apr 30, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 3,993 | 278 | 0.02% | 0.02% | 1925 | -690 | -14.73% | Q1 2026 | May 06, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 3,999 | 278 | 0.1% | 0.1% | 1926 | -218 | -5.17% | Q1 2026 | May 13, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 3,988 | 278 | 0.13% | 0.12% | 1927 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 3,976 | 277 | 0.11% | 0.12% | 1928 | -285 | -6.69% | Q1 2026 | Apr 21, 2026 |
| TI-TRUST, INC | History | No change | 3,974 | 277 | 0.16% | 0.16% | 1929 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 3,948 | 275 | 0.08% | — | 1931 | +3,948 | New | Q1 2026 | Apr 30, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 3,954 | 275 | 0.08% | 0.07% | 1930 | -20 | -0.5% | Q1 2026 | May 05, 2026 |
| Flagship Private Wealth, LLC | History | New | 3,927 | 273 | 0.11% | — | 1934 | +3,927 | New | Q1 2026 | Apr 24, 2026 |
| Bragg Financial Advisors, Inc | History | New | 3,917 | 273 | 0.01% | — | 1933 | +3,917 | New | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Added to | 3,924 | 273 | 0.05% | 0.04% | 1932 | +445 | 12.79% | Q1 2026 | May 11, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 3,901 | 272 | 0.13% | — | 1937 | +3,901 | New | Q1 2026 | May 05, 2026 |
| CRA Financial Services, LLC | History | Added to | 3,913 | 272 | 0.04% | 0.03% | 1935 | +784 | 25.06% | Q1 2026 | Apr 09, 2026 |
| Pacifica Partners Inc. | History | Reduced | 3,913 | 272 | 0.09% | 0.14% | 1936 | -721 | -15.56% | Q1 2026 | Apr 09, 2026 |
| Old Port Advisors | History | Added to | 3,886 | 271 | 0.06% | 0.05% | 1938 | +568 | 17.12% | Q1 2026 | Apr 06, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 3,863 | 269 | 0.02% | 0.02% | 1939 | -1,563 | -28.81% | Q1 2026 | May 12, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | No change | 3,856 | 269 | 0.06% | 0.05% | 1940 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wealth Care LLC | History | New | 3,853 | 268 | 0.24% | — | 1942 | +3,853 | New | Q1 2026 | Apr 24, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 3,842 | 268 | 0.12% | 0.13% | 1941 | -704 | -15.49% | Q1 2026 | Apr 16, 2026 |
| ETF Store, Inc. | History | Added to | 3,837 | 267 | 0.26% | 0.22% | 1943 | +661 | 20.81% | Q1 2026 | Apr 30, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 3,813 | 265 | 0.06% | 0.05% | 1945 | +483 | 14.5% | Q1 2026 | May 05, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 3,810 | 265 | 0.08% | 0.08% | 1944 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Citizens Business Bank | History | No change | 3,801 | 265 | 0.04% | 0.04% | 1946 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Prairiewood Capital, LLC | History | No change | 3,794 | 264 | 0.08% | 0.08% | 1947 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 3,775 | 263 | 0.18% | 0.19% | 1948 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 3,770 | 262 | 0.28% | — | 1951 | +3,770 | New | Q1 2026 | May 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 3,764 | 262 | 0.16% | — | 1950 | +3,764 | New | Q1 2026 | Apr 28, 2026 |
| First National Advisers, LLC | History | No change | 3,760 | 262 | 0.04% | 0.03% | 1949 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bedel Financial Consulting, Inc. | History | New | 3,748 | 261 | 0.03% | — | 1952 | +3,748 | New | Q1 2026 | May 04, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 3,733 | 260 | 0.05% | 0.05% | 1953 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 3,717 | 259 | 0.05% | 0.05% | 1954 | +56 | 1.53% | Q1 2026 | May 01, 2026 |
| Allegheny Financial Group | History | Added to | 3,715 | 259 | 0.03% | 0.04% | 1955 | +27 | 0.73% | Q1 2026 | Apr 16, 2026 |
| SONATA CAPITAL GROUP INC | History | New | 3,704 | 258 | 0.1% | — | 1958 | +3,704 | New | Q1 2026 | Apr 30, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | New | 3,703 | 258 | 0.12% | — | 1959 | +3,703 | New | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,709 | 258 | 0.01% | 0.01% | 1956 | +390 | 11.75% | Q1 2026 | May 07, 2026 |
| Zhang Financial LLC | History | No change | 3,705 | 258 | 0.01% | 0.01% | 1957 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| River Street Advisors LLC | History | Added to | 3,690 | 257 | 0.09% | 0.08% | 1960 | +622 | 20.27% | Q1 2026 | Apr 21, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 3,660 | 255 | 0.11% | 0.09% | 1961 | +180 | 5.17% | Q1 2026 | May 06, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 3,639 | 253 | 0.06% | 0.08% | 1962 | -672 | -15.59% | Q1 2026 | Apr 14, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 3,585 | 250 | 0.13% | 0.12% | 1963 | +200 | 5.91% | Q1 2026 | May 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 3,581 | 249 | 0.16% | — | 1966 | +3,581 | New | Q1 2026 | Apr 27, 2026 |
| Platform Technology Partners | History | New | 3,579 | 249 | 0.05% | — | 1965 | +3,579 | New | Q1 2026 | Apr 27, 2026 |
| Tailwinds Wealth, LLC | History | Reduced | 3,573 | 249 | 0.61% | 0.27% | 1964 | -89 | -2.43% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | New | 3,562 | 248 | 0.05% | — | 1969 | +3,562 | New | Q1 2026 | May 01, 2026 |
| Fermata Advisors, LLC | History | Added to | 3,557 | 248 | 0.06% | 0.05% | 1967 | +343 | 10.67% | Q1 2026 | Apr 08, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 3,562 | 248 | 0.12% | 0.11% | 1968 | -63 | -1.74% | Q1 2026 | Apr 08, 2026 |
| Capital Advisor Network LLC | History | New | 3,552 | 247 | 0.29% | — | 1971 | +3,552 | New | Q1 2026 | May 13, 2026 |
| Austin Asset Management Co Inc | History | No change | 3,547 | 247 | 0.04% | 0.04% | 1970 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 3,532 | 246 | 0.13% | 0.14% | 1972 | -463 | -11.59% | Q1 2026 | May 14, 2026 |
| Riverview Trust Co | History | No change | 3,526 | 245 | 0.3% | 0.29% | 1973 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Alpha Financial Partners LLC | History | New | 3,508 | 244 | 0.14% | — | 1976 | +3,508 | New | Q1 2026 | May 13, 2026 |
| Cordoba Advisory Partners LLC | History | New | 3,501 | 244 | 0.07% | — | 1977 | +3,501 | New | Q1 2026 | Apr 28, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 3,508 | 244 | 0.06% | 0.07% | 1974 | -345 | -8.95% | Q1 2026 | Apr 21, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 3,500 | 244 | 0.14% | 0.13% | 1975 | +169 | 5.07% | Q1 2026 | Apr 29, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 3,491 | 243 | 0.0% | 0.0% | 1978 | -217 | -5.85% | Q1 2026 | Apr 27, 2026 |
| RDA Financial Network | History | Reduced | 3,475 | 242 | 0.06% | 0.24% | 1979 | -11,652 | -77.03% | Q1 2026 | Apr 08, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 3,483 | 242 | 0.1% | 0.1% | 1981 | -152 | -4.18% | Q1 2026 | Apr 17, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 3,480 | 242 | 0.02% | 0.02% | 1980 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | New | 3,466 | 241 | 0.04% | — | 1984 | +3,466 | New | Q1 2026 | May 04, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | New | 3,461 | 241 | 0.01% | — | 1983 | +3,461 | New | Q1 2026 | Apr 27, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 3,456 | 241 | 0.02% | 0.02% | 1982 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 3,448 | 240 | 0.15% | 0.13% | 1988 | +615 | 21.71% | Q1 2026 | Apr 21, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 3,460 | 240 | 0.03% | 0.03% | 1985 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Paragon Capital Management Ltd | History | No change | 3,450 | 240 | 0.05% | 0.05% | 1986 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dentgroup LLC | History | No change | 3,575 | 240 | 0.16% | 0.16% | 1987 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 3,436 | 239 | 0.13% | 0.79% | 1989 | -18,113 | -84.05% | Q1 2026 | Apr 22, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 3,418 | 238 | 0.01% | 0.08% | 1991 | -18,363 | -84.31% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Reduced | 3,414 | 238 | 0.0% | 0.01% | 1990 | -3,468 | -50.39% | Q1 2026 | May 08, 2026 |
| Forum Financial Management, LP | History | Reduced | 3,423 | 238 | 0.0% | 0.0% | 1992 | -768 | -18.32% | Q1 2026 | Apr 23, 2026 |
| Cardinal Point Capital Management ULC | History | New | 3,412 | 237 | 0.01% | — | 1996 | +3,412 | New | Q1 2026 | Apr 20, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 3,410 | 237 | 0.16% | 0.17% | 1995 | -421 | -10.99% | Q1 2026 | Apr 16, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 3,405 | 237 | 0.03% | 0.03% | 1993 | +364 | 11.97% | Q1 2026 | Apr 24, 2026 |
| Swan Global Investments, LLC | History | Reduced | 3,400 | 237 | 0.01% | 0.01% | 1994 | -309 | -8.33% | Q1 2026 | May 07, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,384 | 236 | 0.07% | 0.06% | 1997 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 3,384 | 236 | 0.06% | 0.06% | 1998 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 3,376 | 235 | 0.18% | 0.24% | 1999 | -1,474 | -30.39% | Q1 2026 | Apr 30, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 3,383 | 235 | 0.16% | 0.18% | 2000 | -310 | -8.39% | Q1 2026 | Apr 20, 2026 |