iSHARES TRUST - IJH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 128,823,592 | 8,699,457 | 5.36% | 5.21% | 1 | +4,032,370 | 3.23% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 67,162,982 | 4,535,516 | 0.33% | 0.33% | 2 | -1,934,894 | -2.8% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 58,734,173 | 3,966,318 | 0.73% | 0.68% | 3 | +188,450 | 0.32% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 53,508,393 | 3,613,421 | 0.68% | 0.63% | 4 | +1,137,544 | 2.17% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 52,974,655 | 3,577,378 | 0.19% | 0.16% | 5 | +5,260,312 | 11.02% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 40,473,497 | 2,733,175 | 0.31% | 0.24% | 6 | +10,917,016 | 36.94% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 36,882,226 | 2,490,656 | 0.15% | 0.15% | 7 | -104,232 | -0.28% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 36,437,011 | 2,460,591 | 0.76% | 0.74% | 8 | +612,629 | 1.71% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 36,038,875 | 2,433,705 | 0.65% | 0.67% | 9 | +1,838,697 | 5.38% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 27,964,904 | 1,888,470 | 0.03% | 0.03% | 10 | +1,273,384 | 4.77% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 24,237,029 | 1,636,726 | 0.25% | 0.25% | 11 | +1,104,726 | 4.78% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 23,838,148 | 1,609,790 | 0.21% | 0.2% | 12 | +371,982 | 1.59% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 23,069,377 | 1,557,874 | 0.41% | 0.52% | 13 | -6,054,433 | -20.79% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 22,027,238 | 1,487,499 | 0.26% | 0.27% | 14 | -3,202,254 | -12.69% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,820,236 | 1,103,239 | 0.07% | 0.07% | 15 | +612,019 | 3.78% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 16,112,547 | 1,088,071 | 1.27% | 1.18% | 16 | +1,070,257 | 7.11% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,872,639 | 1,071,879 | 0.62% | 0.56% | 17 | +260,163 | 1.67% | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 15,798,650 | 1,066,882 | 7.19% | 7.21% | 18 | +128,849 | 0.82% | Q1 2026 | May 07, 2026 |
| Acorns Advisers, LLC | History | Added to | 13,833,265 | 934,160 | 6.94% | 6.76% | 19 | +181,136 | 1.33% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 10,146,012 | 685,160 | 4.45% | 4.21% | 20 | +174,731 | 1.75% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,954,225 | 672,208 | 0.91% | 0.82% | 21 | +686,726 | 7.41% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,151,043 | 617,970 | 2.26% | 2.14% | 22 | +93,832 | 1.04% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,695,131 | 587,263 | 0.14% | 0.13% | 23 | -205,594 | -2.31% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 8,565,258 | 578,411 | 8.77% | 8.62% | 24 | -2,632,676 | -23.51% | Q1 2026 | May 08, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 8,281,613 | 559,257 | 12.03% | 12.25% | 25 | +489,160 | 6.28% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 8,281,613 | 559,257 | 10.42% | 10.56% | 26 | +489,160 | 6.28% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,269,770 | 548,759 | 0.26% | 0.27% | 27 | +1,442,304 | 21.13% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,899,274 | 533,437 | 1.08% | 1.03% | 28 | -324,509 | -3.95% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 7,777,803 | 526,001 | 2.6% | 2.42% | 29 | +784,063 | 11.21% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,735,222 | 522,362 | 0.55% | 0.57% | 30 | -145,852 | -1.85% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,709,430 | 520,617 | 4.09% | 4.01% | 31 | +66,478 | 0.87% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,404,697 | 500,039 | 0.91% | 0.98% | 32 | +2,724,330 | 58.21% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Added to | 7,085,087 | 478,455 | 1.9% | 1.78% | 33 | +78,483 | 1.12% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,683,607 | 451,344 | 0.17% | 0.15% | 34 | +88,401 | 1.34% | Q1 2026 | May 13, 2026 |
| Starboard Value LP | History | Added to | 5,830,656 | 393,744 | 8.61% | 6.56% | 35 | +580,000 | 11.05% | Q1 2026 | May 15, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 5,782,188 | 390,471 | 5.29% | 5.04% | 36 | -233,038 | -3.87% | Q1 2026 | May 04, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 5,705,045 | 385,262 | 4.37% | 3.43% | 37 | +1,108,262 | 24.11% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 5,668,264 | 382,792 | 0.54% | 0.49% | 38 | +565,958 | 11.09% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 5,482,046 | 370,202 | 2.09% | 2.06% | 39 | +52,840 | 0.97% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 5,389,687 | 363,965 | 9.29% | 9.17% | 40 | +17,136 | 0.32% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,076,431 | 342,811 | 0.42% | 0.39% | 41 | -12,265 | -0.24% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,920,135 | 329,237 | 0.47% | 0.4% | 42 | +334,604 | 7.3% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,857,647 | 328,036 | 0.46% | 0.45% | 43 | -313,190 | -6.06% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 4,838,549 | 326,747 | 0.22% | 0.22% | 44 | +77,986 | 1.64% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,670,654 | 315,409 | 1.74% | 1.79% | 45 | +147,357 | 3.26% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 4,587,095 | 309,766 | 4.42% | 4.69% | 46 | -27,786 | -0.6% | Q1 2026 | May 11, 2026 |
| DAVIS R M INC | History | Added to | 3,660,276 | 247,178 | 4.39% | 4.06% | 47 | +90,540 | 2.54% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,539,416 | 239,016 | 0.37% | 0.36% | 48 | +73,506 | 2.12% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,532,959 | 238,580 | 0.25% | 0.26% | 49 | -98,102 | -2.7% | Q1 2026 | May 13, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 3,267 | 220,621 | 9.8% | 1.39% | 50 | -68,188 | -95.43% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,139,545 | 212,013 | 0.05% | 0.05% | 51 | -32,763 | -1.03% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,119,270 | 210,615 | 0.31% | 0.28% | 52 | +258,387 | 9.03% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,114,696 | 210,335 | 0.37% | 0.34% | 53 | +226,050 | 7.83% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,212,980 | 209,602 | 5.01% | 4.75% | 54 | -133,028 | -3.98% | Q1 2026 | May 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 3,056,960 | 206,436 | 2.87% | 2.68% | 55 | +24,181 | 0.8% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,052,163 | 206,112 | 1.05% | 1.11% | 56 | -27,358 | -0.89% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,896,473 | 195,598 | 0.54% | 0.53% | 57 | -412,674 | -12.47% | Q1 2026 | May 04, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 2,865,249 | 193,490 | 3.91% | 3.88% | 58 | -55,504 | -1.9% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 2,775,837 | 183,205 | 0.73% | 0.73% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 2,560,144 | 172,886 | 2.7% | 2.12% | 60 | +709,317 | 38.32% | Q1 2026 | May 04, 2026 |
| BLB&B Advisors, LLC | History | Added to | 2,556,602 | 172,647 | 7.13% | 6.87% | 61 | +64,939 | 2.61% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,520,964 | 170,241 | 0.16% | 0.15% | 62 | +41,882 | 1.69% | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | History | Reduced | 2,482,054 | 167,613 | 1.54% | 1.52% | 63 | -103,173 | -3.99% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 2,471,080 | 166,899 | 0.19% | 0.18% | 64 | +54,870 | 2.27% | Q1 2026 | May 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 2,368,505 | 159,847 | 11.2% | 11.1% | 65 | +148,080 | 6.67% | Q1 2026 | Apr 24, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 2,349,194 | 158,641 | 5.34% | 5.26% | 66 | +65,908 | 2.89% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,342,248 | 158,172 | 3.04% | 3.03% | 67 | -105,886 | -4.33% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,276,302 | 153,713 | 0.27% | 0.29% | 68 | -51,225 | -2.2% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,162,743 | 146,050 | 0.63% | 0.59% | 69 | +52,389 | 2.48% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,161,045 | 145,935 | 0.07% | 0.01% | 70 | +1,904,286 | 741.66% | Q1 2026 | May 12, 2026 |
| Members Trust Co | History | Reduced | 2,134,458 | 144,139 | 4.79% | 4.66% | 71 | -30,139 | -1.39% | Q1 2026 | May 04, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 2,063,935 | 139,377 | 2.26% | 0.8% | 72 | +1,476,421 | 251.3% | Q1 2026 | Apr 21, 2026 |
| SWF LLC | History | Added to | 2,026,021 | 136,817 | 11.93% | 12.47% | 73 | +157,175 | 8.41% | Q1 2026 | May 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 2,020,659 | 136,455 | 9.26% | 9.0% | 74 | +62,411 | 3.19% | Q1 2026 | Apr 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 1,958,083 | 132,229 | 6.99% | 6.82% | 75 | -77,219 | -3.79% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,939,554 | 130,978 | 0.19% | 0.23% | 76 | -335,550 | -14.75% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,014,496 | 129,971 | 0.26% | 0.24% | 77 | -536,413 | -21.03% | Q1 2026 | Apr 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,885,265 | 127,311 | 3.51% | 3.34% | 78 | +53,148 | 2.9% | Q1 2026 | Apr 23, 2026 |
| Hamilton Capital, LLC | History | Added to | 1,854,431 | 125,229 | 6.49% | 5.99% | 79 | +38,618 | 2.13% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,821,978 | 124,732 | 1.41% | 1.36% | 80 | +1,568 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,797,937 | 121,414 | 2.42% | 2.16% | 81 | +10,134 | 0.57% | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,770,894 | 119,588 | 1.41% | 1.35% | 82 | -33,805 | -1.87% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,765,898 | 119,251 | 1.66% | 1.6% | 83 | -54,704 | -3.0% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,725,321 | 116,510 | 0.88% | 0.86% | 84 | +2,583 | 0.15% | Q1 2026 | May 12, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 1,720,404 | 116,178 | 5.13% | 5.12% | 85 | -5,513 | -0.32% | Q1 2026 | Apr 09, 2026 |
| BOKF, NA | History | Added to | 1,682,638 | 113,628 | 1.74% | 1.69% | 86 | +5,948 | 0.35% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,671,479 | 112,875 | 0.18% | 0.17% | 87 | +35,688 | 2.18% | Q1 2026 | May 06, 2026 |
| AlTi Global, Inc. | History | Added to | 1,621,396 | 109,492 | 2.38% | 2.27% | 88 | +20,713 | 1.29% | Q1 2026 | May 07, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,598,474 | 107,944 | 7.25% | 7.08% | 89 | +20,076 | 1.27% | Q1 2026 | May 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,571,330 | 106,111 | 1.58% | 1.54% | 90 | -31,026 | -1.94% | Q1 2026 | May 05, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,565,305 | 105,705 | 1.04% | 0.99% | 91 | -78,954 | -4.8% | Q1 2026 | Apr 27, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,556,145 | 105,086 | 5.03% | 4.82% | 92 | +43,379 | 2.87% | Q1 2026 | May 14, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,548,799 | 104,590 | 5.88% | 5.37% | 93 | +31,235 | 2.06% | Q1 2026 | Apr 29, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,470,494 | 99,302 | 0.87% | 0.19% | 94 | +1,177,199 | 401.37% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,461,291 | 98,680 | 3.12% | 2.57% | 95 | +391,874 | 36.64% | Q1 2026 | May 07, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,460,194 | 98,606 | 6.64% | 6.46% | 96 | +42,424 | 2.99% | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 1,454,616 | 98,230 | 6.39% | 6.17% | 97 | +42,182 | 2.99% | Q1 2026 | May 07, 2026 |
| HORAN Wealth, LLC | History | Added to | 1,470,176 | 98,176 | 9.33% | 7.44% | 98 | +736,440 | 100.37% | Q1 2026 | May 08, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 1,442,514 | 97,412 | 4.08% | 5.28% | 99 | -398,147 | -21.63% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,438,214 | 97,122 | 0.51% | 0.23% | 100 | +931,067 | 183.59% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,424,309 | 96,184 | 0.25% | 0.2% | 101 | +277,844 | 24.23% | Q1 2026 | Apr 30, 2026 |
| Accredited Investors Inc. | History | Added to | 1,413,879 | 95,479 | 5.15% | 4.95% | 102 | +1,561 | 0.11% | Q1 2026 | Apr 30, 2026 |
| Lee Financial Co | History | Added to | 1,399,885 | 94,534 | 13.34% | 12.43% | 103 | +4,456 | 0.32% | Q1 2026 | Apr 13, 2026 |
| STATE STREET CORP | History | Added to | 1,387,563 | 93,702 | 0.0% | 0.0% | 104 | +16,564 | 1.21% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 1,365,948 | 92,242 | 4.1% | 4.47% | 105 | -248,117 | -15.37% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Management, LLC | History | Reduced | 1,324,253 | 89,426 | 5.22% | 5.13% | 106 | -25,743 | -1.91% | Q1 2026 | Apr 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,321,094 | 89,213 | 0.33% | 0.29% | 107 | +3,077 | 0.23% | Q1 2026 | Apr 30, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 1,299,753 | 87,772 | 11.33% | 10.58% | 108 | +26,648 | 2.09% | Q1 2026 | May 07, 2026 |
| FIL Ltd | History | Added to | 1,296,418 | 87,547 | 0.07% | 0.06% | 109 | +86,620 | 7.16% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,257,653 | 84,929 | 1.31% | 1.68% | 110 | +3,416 | 0.27% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 1,250,632 | 84,455 | 0.29% | 0.3% | 111 | -147,731 | -10.56% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,228,028 | 84,070 | 1.73% | 1.66% | 112 | +64,147 | 5.51% | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 1,208,022 | 81,577 | 4.93% | 5.0% | 113 | -30,560 | -2.47% | Q1 2026 | May 12, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 1,203,288 | 81,258 | 9.76% | 9.88% | 114 | +27,508 | 2.34% | Q1 2026 | Apr 24, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,174,384 | 79,306 | 1.1% | 1.09% | 115 | +1,164 | 0.1% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,164,240 | 78,621 | 0.04% | 0.01% | 116 | +792,401 | 213.1% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,084,242 | 78,445 | 1.0% | 0.74% | 117 | +224,632 | 26.13% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,158,510 | 78,234 | 0.96% | 1.0% | 118 | -14,936 | -1.27% | Q1 2026 | May 08, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 1,152,695 | 77,841 | 3.76% | 3.43% | 119 | +30,940 | 2.76% | Q1 2026 | Apr 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,176,580 | 77,654 | 0.03% | 0.02% | 120 | -16,918 | -1.42% | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 1,131,756 | 76,427 | 13.23% | 13.61% | 121 | -8,620 | -0.76% | Q1 2026 | Apr 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 1,131,710 | 76,424 | 0.4% | 0.33% | 122 | +96,900 | 9.36% | Q1 2026 | May 04, 2026 |
| RKL Wealth Management LLC | History | Reduced | 1,117,499 | 75,464 | 6.79% | 6.69% | 123 | -118,150 | -9.56% | Q1 2026 | Apr 24, 2026 |
| RMR Wealth Builders | History | Reduced | 1,109,425 | 74,919 | 5.9% | 5.99% | 124 | -25,087 | -2.21% | Q1 2026 | Apr 22, 2026 |
| Pine Ridge Advisers LLC | History | No change | 1,088,350 | 73,496 | 4.52% | 4.28% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,088,298 | 73,492 | 0.84% | 0.8% | 126 | +19,527 | 1.83% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | Added to | 1,082,976 | 73,133 | 3.21% | 3.7% | 127 | +68,030 | 6.7% | Q1 2026 | May 11, 2026 |
| Destination Wealth Management | History | Added to | 1,058,158 | 71,457 | 1.86% | 1.8% | 128 | +14,804 | 1.42% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,048,923 | 70,833 | 2.27% | 1.2% | 129 | -874 | -0.08% | Q1 2026 | Apr 29, 2026 |
| Crewe Advisors LLC | History | Added to | 1,013,534 | 68,443 | 5.84% | 5.44% | 130 | +82,824 | 8.9% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 911,115 | 65,958 | 1.15% | 0.92% | 131 | +141,880 | 18.44% | Q1 2026 | May 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 934,195 | 65,888 | 9.19% | 9.34% | 132 | -46,875 | -4.78% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 972,309 | 65,660 | 0.31% | 0.29% | 133 | +23,068 | 2.43% | Q1 2026 | Apr 24, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 972,216 | 65,653 | 5.17% | 4.58% | 134 | +128,040 | 15.17% | Q1 2026 | May 01, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 894,526 | 65,622 | 2.52% | 2.41% | 135 | +22,360 | 2.56% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 894,279 | 64,960 | 1.45% | 1.57% | 136 | -18,342 | -2.01% | Q1 2026 | May 04, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 1,033,266 | 64,393 | 5.9% | 5.9% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 947,313 | 63,972 | 0.06% | 0.05% | 138 | +2,670 | 0.28% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 943,599 | 63,721 | 0.24% | 0.27% | 139 | -37,838 | -3.86% | Q1 2026 | Apr 30, 2026 |
| Bangor Savings Bank | History | Reduced | 927,706 | 62,647 | 5.01% | 5.12% | 140 | -37,425 | -3.88% | Q1 2026 | Apr 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 927,593 | 62,640 | 0.57% | 0.78% | 141 | -13,779 | -1.46% | Q1 2026 | May 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 927,166 | 62,611 | 0.24% | — | 142 | +927,166 | New | Q1 2026 | May 12, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 924,486 | 62,430 | 6.28% | 5.46% | 143 | +94,167 | 11.34% | Q1 2026 | May 11, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 914,546 | 62,281 | 6.79% | 6.48% | 144 | +8,675 | 0.96% | Q1 2026 | May 06, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 910,858 | 61,510 | 9.33% | 15.41% | 145 | -564,870 | -38.28% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 908,796 | 61,371 | 4.64% | 4.59% | 146 | +41,377 | 4.77% | Q1 2026 | Apr 28, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 907,107 | 61,256 | 1.61% | 0.02% | 147 | +896,063 | 8113.57% | Q1 2026 | Apr 16, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 903,247 | 60,996 | 30.54% | 30.22% | 148 | +16,503 | 1.86% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 900,671 | 60,822 | 0.72% | 0.73% | 149 | -847 | -0.09% | Q1 2026 | May 01, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 899,150 | 60,719 | 5.54% | 5.13% | 150 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 893,997 | 60,371 | 3.94% | 2.74% | 151 | +235,736 | 35.81% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 870,011 | 58,751 | 0.44% | 0.47% | 152 | -12,117 | -1.37% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 858,271 | 57,959 | 4.7% | 4.11% | 153 | +43,464 | 5.33% | Q1 2026 | Apr 10, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 844,216 | 57,009 | 6.09% | 6.05% | 154 | +1,017 | 0.12% | Q1 2026 | May 06, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 841,112 | 56,800 | 11.0% | 10.81% | 155 | -6,027 | -0.71% | Q1 2026 | May 05, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 832,029 | 56,186 | 9.12% | 10.61% | 156 | -167,495 | -16.76% | Q1 2026 | Apr 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 831,526 | 56,153 | 0.08% | 0.07% | 157 | +101,447 | 13.9% | Q1 2026 | May 13, 2026 |
| TRUEFG, LLC | History | Added to | 830,771 | 56,101 | 14.87% | 14.7% | 158 | +563 | 0.07% | Q1 2026 | Apr 22, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 811,975 | 54,832 | 5.68% | 5.89% | 159 | -13,630 | -1.65% | Q1 2026 | Apr 30, 2026 |
| JNBA Financial Advisors | History | Reduced | 802,743 | 54,209 | 4.51% | 4.72% | 160 | -16,515 | -2.02% | Q1 2026 | Apr 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 800,248 | 54,040 | 1.83% | 1.88% | 161 | -12,473 | -1.53% | Q1 2026 | Apr 17, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 797,554 | 53,858 | 5.99% | 3.79% | 162 | +277,653 | 53.4% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 779,860 | 52,656 | 0.03% | 0.03% | 163 | -8,776 | -1.11% | Q1 2026 | Apr 30, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 777,138 | 52,480 | 2.71% | 2.42% | 164 | +71,579 | 10.15% | Q1 2026 | May 07, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 775,959 | 52,400 | 2.75% | 2.8% | 165 | +4,182 | 0.54% | Q1 2026 | Apr 29, 2026 |
| Portland Global Advisors LLC | History | Added to | 775,486 | 52,368 | 5.58% | 5.34% | 166 | +22,072 | 2.93% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 775,050 | 52,339 | 0.85% | 0.88% | 167 | +6,810 | 0.89% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | Added to | 773,121 | 52,208 | 0.25% | 0.08% | 168 | +553,963 | 252.77% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 771,306 | 52,086 | 0.62% | 0.61% | 169 | -26,934 | -3.37% | Q1 2026 | May 06, 2026 |
| Wealthquest Corp | History | No change | 787,684 | 51,987 | 3.93% | 3.93% | 170 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 743,805 | 50,229 | 0.05% | 0.06% | 171 | -160,261 | -17.73% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 733,999 | 49,570 | 0.15% | 0.18% | 172 | -188,126 | -20.4% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 731,130 | 49,373 | 1.48% | 1.44% | 173 | +8,476 | 1.17% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 730,471 | 49,328 | 0.07% | — | 174 | +730,471 | New | Q1 2026 | May 12, 2026 |
| Single Point Partners, LLC | History | Added to | 715,156 | 48,294 | 9.61% | 9.27% | 175 | +5,122 | 0.72% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 713,381 | 48,174 | 2.7% | 2.64% | 176 | +2,803 | 0.39% | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 708,900 | 47,872 | 1.3% | 1.25% | 177 | -24,430 | -3.33% | Q1 2026 | Apr 13, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 707,534 | 47,779 | 4.25% | 4.22% | 178 | +10,762 | 1.54% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 691,757 | 46,714 | 0.57% | 0.62% | 179 | +32,452 | 4.92% | Q1 2026 | Apr 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 687,309 | 46,413 | 0.13% | 0.12% | 180 | +34,344 | 5.26% | Q1 2026 | May 08, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 686,849 | 46,382 | 4.47% | 4.07% | 181 | +23,025 | 3.47% | Q1 2026 | May 04, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 671,000 | 45,312 | 0.08% | 0.07% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 670,269 | 45,263 | 18.92% | 18.17% | 183 | +13,471 | 2.05% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 660,944 | 44,633 | 0.12% | 0.12% | 184 | -27,480 | -3.99% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 658,800 | 44,488 | 3.93% | 3.61% | 185 | +8,677 | 1.33% | Q1 2026 | May 01, 2026 |
| Trilogy Capital Inc. | History | Added to | 655,677 | 44,277 | 1.95% | 1.91% | 186 | +9,352 | 1.45% | Q1 2026 | Apr 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 641,674 | 43,332 | 2.16% | 1.97% | 187 | +35,050 | 5.78% | Q1 2026 | May 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 636,768 | 43,000 | 2.4% | 1.8% | 188 | +150,289 | 30.89% | Q1 2026 | Apr 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 635,619 | 42,923 | 0.35% | 0.34% | 189 | +9,748 | 1.56% | Q1 2026 | May 01, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 635,079 | 42,886 | 6.45% | 6.21% | 190 | -19,767 | -3.02% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 649,474 | 42,865 | 0.76% | 0.76% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 632,579 | 42,718 | 5.25% | 5.06% | 192 | +3,897 | 0.62% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 625,972 | 42,271 | 0.62% | 0.64% | 193 | -9,414 | -1.48% | Q1 2026 | Apr 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 618,364 | 41,758 | 0.23% | 0.13% | 194 | +234,931 | 61.27% | Q1 2026 | Apr 22, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 612,862 | 41,386 | 2.24% | 2.11% | 195 | +31,619 | 5.44% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 604,672 | 40,833 | 0.23% | 0.21% | 196 | +24,389 | 4.2% | Q1 2026 | Apr 30, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 603,874 | 40,779 | 1.7% | 1.58% | 197 | -4,327 | -0.71% | Q1 2026 | Apr 13, 2026 |
| Grove Bank & Trust | History | Reduced | 602,577 | 40,692 | 4.6% | 5.17% | 198 | -93,736 | -13.46% | Q1 2026 | Apr 08, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 596,597 | 40,288 | 4.72% | 5.31% | 199 | -90,679 | -13.19% | Q1 2026 | Apr 10, 2026 |
| Independent Advisor Alliance | History | Added to | 596,015 | 40,248 | 0.43% | 0.05% | 200 | +564,257 | 1776.74% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 607,500 | 40,094 | 1.94% | 1.89% | 201 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 591,793 | 39,963 | 4.43% | 4.54% | 202 | -20,816 | -3.4% | Q1 2026 | May 11, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 604,315 | 39,884 | 2.92% | 2.92% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 556,941 | 39,860 | 0.71% | 0.14% | 204 | +514,884 | 1224.25% | Q1 2026 | May 01, 2026 |
| DT Investment Partners, LLC | History | Added to | 586,244 | 39,589 | 3.29% | 3.15% | 205 | +10,648 | 1.85% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 579,233 | 39,116 | 0.3% | 0.28% | 206 | +16,930 | 3.01% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 569,512 | 38,459 | 2.76% | 2.61% | 207 | -3,054 | -0.53% | Q1 2026 | Apr 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 565,412 | 38,182 | 2.62% | 2.44% | 208 | +4,223 | 0.75% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 561,701 | 37,931 | 0.06% | 0.06% | 209 | -11,103 | -1.94% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 560,342 | 37,839 | 0.15% | 0.16% | 210 | -18,576 | -3.21% | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 551,833 | 37,265 | 2.7% | 3.16% | 211 | -192,004 | -25.81% | Q1 2026 | Apr 16, 2026 |
| Human Investing LLC | History | Reduced | 551,574 | 37,247 | 5.43% | 5.43% | 212 | -30,525 | -5.24% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | Reduced | 550,987 | 37,208 | 0.69% | 0.68% | 213 | -9,303 | -1.66% | Q1 2026 | Apr 16, 2026 |
| BANK OF STOCKTON | History | Reduced | 542,553 | 36,638 | 11.33% | 12.49% | 214 | -118,697 | -17.95% | Q1 2026 | Apr 29, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 541,370 | 36,558 | 11.14% | 10.97% | 215 | -14,282 | -2.57% | Q1 2026 | Apr 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 540,245 | 36,482 | 0.52% | 0.55% | 216 | +20,587 | 3.96% | Q1 2026 | Apr 10, 2026 |
| Hudock, Inc. | History | Added to | 539,395 | 36,425 | 5.36% | 5.11% | 217 | +13,474 | 2.56% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 538,822 | 36,386 | 0.4% | 0.39% | 218 | +13,982 | 2.66% | Q1 2026 | Apr 20, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 537,011 | 36,264 | 2.96% | 1.28% | 219 | +308,598 | 135.11% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 531,296 | 36,181 | 0.34% | 0.33% | 220 | +71,210 | 15.48% | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 547,485 | 36,134 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 535,025 | 36,130 | 2.73% | 2.89% | 222 | -7,243 | -1.34% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 535,062 | 36,110 | 0.22% | 0.22% | 223 | -18,995 | -3.43% | Q1 2026 | May 15, 2026 |
| Drake & Associates, LLC | History | Added to | 533,189 | 36,006 | 6.86% | 6.21% | 224 | +60,900 | 12.89% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 522,303 | 35,271 | 0.28% | 0.41% | 225 | +296 | 0.06% | Q1 2026 | May 15, 2026 |
| FineMark National Bank & Trust | History | No change | 534,122 | 35,252 | 1.1% | 1.1% | 226 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 520,352 | 35,139 | 2.06% | 1.86% | 227 | +32,403 | 6.64% | Q1 2026 | Apr 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 517,476 | 34,945 | 0.25% | 0.27% | 228 | +17,562 | 3.51% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 515,878 | 34,837 | 0.37% | 0.42% | 229 | -77,664 | -13.08% | Q1 2026 | May 11, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 512,564 | 34,613 | 3.82% | 3.63% | 230 | +40,816 | 8.65% | Q1 2026 | Apr 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 510,013 | 34,441 | 3.58% | 3.46% | 231 | +15,538 | 3.14% | Q1 2026 | Apr 08, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 508,392 | 34,331 | 0.58% | 0.53% | 232 | +30,395 | 6.36% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | Added to | 507,895 | 34,298 | 0.43% | 0.41% | 233 | +9,209 | 1.85% | Q1 2026 | May 01, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 505,063 | 34,107 | 0.06% | 0.03% | 234 | +228,249 | 82.46% | Q1 2026 | May 15, 2026 |
| Urban Financial Advisory Corp | History | Added to | 504,197 | 34,048 | 12.04% | 12.71% | 235 | +13,673 | 2.79% | Q1 2026 | May 08, 2026 |
| Callan Family Office, LLC | History | Reduced | 503,409 | 33,995 | 0.77% | 0.72% | 236 | -6,062 | -1.19% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 461,190 | 33,620 | 0.5% | 0.48% | 237 | +94,286 | 25.7% | Q1 2026 | Apr 20, 2026 |
| Planning Project LLC | History | No change | 509,321 | 33,615 | 8.45% | 8.45% | 238 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Coastline Trust Co | History | Added to | 497,447 | 33,592 | 3.33% | 3.07% | 239 | +3,121 | 0.63% | Q1 2026 | Apr 03, 2026 |
| Leverty Financial Group, LLC | History | Added to | 496,459 | 33,525 | 7.42% | 7.69% | 240 | +8,941 | 1.83% | Q1 2026 | Apr 09, 2026 |
| NewSquare Capital LLC | History | Added to | 495,469 | 33,458 | 2.9% | 2.85% | 241 | +5,932 | 1.21% | Q1 2026 | May 08, 2026 |
| Verde Capital Management | History | Added to | 494,590 | 33,399 | 7.14% | 6.91% | 242 | +3,378 | 0.69% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Added to | 488,068 | 32,959 | 0.45% | 0.19% | 243 | +291,207 | 147.93% | Q1 2026 | Apr 08, 2026 |
| ESL Trust Services, LLC | History | Added to | 486,095 | 32,826 | 6.27% | 6.15% | 244 | +947 | 0.2% | Q1 2026 | May 07, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 494,888 | 32,717 | 3.26% | 3.35% | 245 | -26,881 | -5.15% | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 484,030 | 32,686 | 2.11% | 3.03% | 246 | -508,646 | -51.24% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Added to | 482,242 | 32,565 | 1.36% | 1.34% | 247 | +29,240 | 6.45% | Q1 2026 | Apr 30, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 477,326 | 32,234 | 9.57% | 9.18% | 248 | +2,570 | 0.54% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 476,901 | 32,205 | 0.61% | 0.6% | 249 | -4,920 | -1.02% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 472,175 | 31,885 | 0.75% | 0.74% | 250 | +13,255 | 2.89% | Q1 2026 | May 11, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 464,659 | 31,378 | 8.16% | 8.36% | 251 | +11,589 | 2.56% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 463,359 | 31,290 | 0.42% | 0.41% | 252 | +19,637 | 4.43% | Q1 2026 | May 15, 2026 |
| Arcataur Capital Management LLC | History | Added to | 461,621 | 31,173 | 8.67% | 8.07% | 253 | +34,380 | 8.05% | Q1 2026 | Apr 22, 2026 |
| Arkos Global Advisors | History | Added to | 459,181 | 31,009 | 3.89% | 3.6% | 254 | +31,571 | 7.38% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 458,188 | 30,941 | 1.59% | 1.62% | 255 | -6,925 | -1.49% | Q1 2026 | Apr 15, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 458,174 | 30,940 | 9.45% | 8.13% | 256 | +76,850 | 20.15% | Q1 2026 | May 11, 2026 |
| Constellation Investments, Inc. | History | Reduced | 455,000 | 30,726 | 1.02% | 2.89% | 257 | -965,000 | -67.96% | Q1 2026 | Apr 22, 2026 |
| Altus Wealth Management, LLC | History | Added to | 452,944 | 30,587 | 13.6% | 10.2% | 258 | +94,578 | 26.39% | Q1 2026 | Apr 21, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 450,878 | 30,447 | 2.28% | 2.15% | 259 | +50,412 | 12.59% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 447,537 | 30,222 | 0.01% | 0.0% | 260 | +435,102 | 3499.01% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,385,190 | 30,040 | 0.19% | 0.61% | 261 | +40,495 | 3.01% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 442,585 | 29,887 | 1.08% | 1.07% | 262 | +10,863 | 2.52% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Reduced | 442,127 | 29,856 | 0.14% | 0.17% | 263 | -10,344 | -2.29% | Q1 2026 | May 04, 2026 |
| 1ST SOURCE BANK | History | Added to | 438,757 | 29,629 | 1.53% | 1.36% | 264 | +45,755 | 11.64% | Q1 2026 | May 04, 2026 |
| Fiera Capital Corp | History | Reduced | 438,572 | 29,616 | 0.1% | 0.12% | 265 | -122,027 | -21.77% | Q1 2026 | May 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 437,313 | 29,531 | 3.23% | 2.9% | 266 | +29,378 | 7.2% | Q1 2026 | Apr 23, 2026 |
| Vestwell Advisors, LLC | History | Added to | 436,949 | 29,507 | 8.08% | 3.88% | 267 | +38,578 | 9.68% | Q1 2026 | May 18, 2026 |
| Summit Financial, LLC | History | Added to | 436,907 | 29,504 | 0.38% | 0.42% | 268 | +4,163 | 0.96% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 435,259 | 29,393 | 1.09% | 1.04% | 269 | +18,376 | 4.41% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 428,500 | 28,936 | 0.67% | 1.0% | 270 | +113,633 | 36.09% | Q1 2026 | Apr 27, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 427,269 | 28,853 | 6.2% | 4.54% | 271 | +123,459 | 40.64% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | No change | 426,513 | 28,802 | 0.1% | 0.09% | 272 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Randolph Co Inc | History | Added to | 426,151 | 28,777 | 2.75% | 2.69% | 273 | +386 | 0.09% | Q1 2026 | Apr 24, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 425,290 | 28,719 | 5.93% | 6.13% | 274 | -39,151 | -8.43% | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 423,493 | 28,598 | 4.85% | 4.71% | 275 | -2,137 | -0.5% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 420,516 | 28,397 | 0.14% | 0.17% | 276 | -63,861 | -13.18% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 418,558 | 28,265 | 0.15% | 0.15% | 277 | +15,954 | 3.96% | Q1 2026 | May 05, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 417,580 | 28,199 | 1.69% | 1.44% | 278 | +58,041 | 16.14% | Q1 2026 | May 13, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 416,548 | 28,128 | 10.38% | 10.2% | 279 | -5,883 | -1.39% | Q1 2026 | May 07, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 416,032 | 28,094 | 6.26% | 6.53% | 280 | -8,165 | -1.92% | Q1 2026 | Apr 22, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 414,897 | 28,017 | 3.31% | 3.19% | 281 | -18,945 | -4.37% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 410,673 | 27,732 | 0.33% | 0.27% | 282 | +50,977 | 14.17% | Q1 2026 | May 13, 2026 |
| King Wealth Management Group | History | Added to | 410,619 | 27,729 | 3.47% | 3.19% | 283 | +10,107 | 2.52% | Q1 2026 | May 04, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 391,172 | 27,644 | 4.23% | 4.2% | 284 | -5,792 | -1.46% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 408,472 | 27,584 | 0.34% | 0.31% | 285 | +27,200 | 7.13% | Q1 2026 | Apr 20, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 406,262 | 27,434 | 14.94% | 14.34% | 286 | +1,471 | 0.36% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 415,505 | 27,423 | 1.14% | 1.14% | 287 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 399,962 | 27,009 | 1.9% | 1.82% | 288 | -366 | -0.09% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 399,215 | 26,957 | 0.05% | 0.05% | 289 | -64,409 | -13.89% | Q1 2026 | May 01, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 397,428 | 26,838 | 9.87% | 9.81% | 290 | +14,001 | 3.65% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Added to | 394,671 | 26,652 | 0.04% | 0.03% | 291 | +52,678 | 15.4% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Reduced | 391,985 | 26,470 | 1.95% | 2.31% | 292 | -74,329 | -15.94% | Q1 2026 | Apr 22, 2026 |
| LGL PARTNERS, LLC | History | Added to | 388,779 | 26,254 | 10.81% | 10.66% | 293 | +10,294 | 2.72% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 385,979 | 26,065 | 1.21% | 0.95% | 294 | +70,529 | 22.36% | Q1 2026 | Apr 29, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Added to | 384,660 | 25,976 | 3.59% | 2.8% | 295 | +57,650 | 17.63% | Q1 2026 | Apr 15, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 384,879 | 25,975 | 5.18% | 4.59% | 296 | +25,993 | 7.24% | Q1 2026 | Apr 27, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 384,100 | 25,938 | 4.62% | 4.54% | 297 | -1,000 | -0.26% | Q1 2026 | Apr 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 383,153 | 25,874 | 0.64% | 0.67% | 298 | -2,894 | -0.75% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 381,275 | 25,747 | 1.33% | 1.1% | 299 | +68,326 | 21.83% | Q1 2026 | Apr 17, 2026 |
| Iowa State Bank | History | Reduced | 380,367 | 25,686 | 4.73% | 4.78% | 300 | -5,543 | -1.44% | Q1 2026 | Apr 15, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 378,336 | 25,549 | 3.71% | 3.55% | 301 | +5,939 | 1.59% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 384,530 | 25,221 | 0.01% | 0.01% | 302 | +114,723 | 42.52% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | Added to | 373,150 | 25,198 | 4.28% | 4.04% | 303 | +10,401 | 2.87% | Q1 2026 | Apr 08, 2026 |
| Ironwood Financial, llc | History | Added to | 370,056 | 24,989 | 4.36% | 4.31% | 304 | +2,929 | 0.8% | Q1 2026 | Apr 16, 2026 |
| Argent Trust Co | History | Added to | 369,715 | 24,966 | 0.85% | 0.81% | 305 | +10,315 | 2.87% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 365,596 | 24,688 | 0.45% | 0.46% | 306 | -16,847 | -4.41% | Q1 2026 | May 07, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 364,415 | 24,608 | 1.46% | 1.42% | 307 | -8,769 | -2.35% | Q1 2026 | May 11, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 363,748 | 24,563 | 3.16% | 3.09% | 308 | +21,944 | 6.42% | Q1 2026 | Apr 27, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 361,100 | 24,385 | 0.21% | 0.2% | 309 | +15,845 | 4.59% | Q1 2026 | May 07, 2026 |
| Well Done, LLC | History | Added to | 359,539 | 24,279 | 3.57% | 3.45% | 310 | +9,977 | 2.85% | Q1 2026 | Apr 14, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 359,000 | 24,243 | 2.66% | 1.88% | 311 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Glenview Trust Co | History | Added to | 357,460 | 24,139 | 0.38% | 0.36% | 312 | +5,356 | 1.52% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Reduced | 356,011 | 24,041 | 0.3% | 0.31% | 313 | -7,946 | -2.18% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 352,625 | 24,041 | 2.15% | 2.16% | 314 | -7,596 | -2.11% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 353,362 | 23,862 | 0.66% | 0.66% | 315 | -8,899 | -2.46% | Q1 2026 | May 04, 2026 |
| LTG Capital LLC | History | Added to | 352,979 | 23,836 | 18.21% | 17.92% | 316 | +4,617 | 1.33% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 352,566 | 23,808 | 0.23% | 0.21% | 317 | +33,257 | 10.42% | Q1 2026 | May 08, 2026 |
| WASHINGTON TRUST Co | History | Added to | 350,551 | 23,672 | 0.8% | 0.68% | 318 | +34,649 | 10.97% | Q1 2026 | Apr 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 344,760 | 23,281 | 0.55% | 0.56% | 319 | -15,792 | -4.38% | Q1 2026 | Apr 30, 2026 |
| Harbor Group, Inc. | History | Reduced | 344,275 | 23,248 | 3.36% | 3.45% | 320 | -4,927 | -1.41% | Q1 2026 | Apr 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 342,977 | 23,161 | 0.3% | 0.3% | 321 | -6,834 | -1.95% | Q1 2026 | Apr 21, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 340,416 | 22,988 | 6.89% | 6.53% | 322 | +421 | 0.12% | Q1 2026 | Apr 21, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 337,754 | 22,808 | 14.02% | 14.43% | 323 | +3,818 | 1.14% | Q1 2026 | Apr 21, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 312,576 | 22,768 | 4.73% | 4.13% | 324 | +37,839 | 13.77% | Q1 2026 | May 04, 2026 |
| Orin Green Financial, LLC | History | Added to | 337,076 | 22,762 | 9.34% | 8.84% | 325 | +2,122 | 0.63% | Q1 2026 | Apr 29, 2026 |
| CGC Financial Services, LLC | History | Added to | 333,490 | 22,520 | 6.51% | 5.83% | 326 | +3,145 | 0.95% | Q1 2026 | Apr 13, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 333,196 | 22,500 | 4.76% | 4.43% | 327 | +19,429 | 6.19% | Q1 2026 | May 12, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 332,644 | 22,463 | 3.27% | 3.11% | 328 | -570 | -0.17% | Q1 2026 | Apr 21, 2026 |
| ANB BANK | History | Reduced | 331,383 | 22,378 | 9.05% | 9.08% | 329 | -15,420 | -4.45% | Q1 2026 | May 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 306,505 | 22,344 | 1.54% | 1.5% | 330 | -5,280 | -1.69% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 330,732 | 22,334 | 0.36% | 0.36% | 332 | +50,421 | 17.99% | Q1 2026 | May 18, 2026 |
| CONNING INC. | History | No change | 330,740 | 22,334 | 0.74% | 0.73% | 331 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 330,663 | 22,329 | 0.46% | 0.46% | 333 | +2,082 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 330,567 | 22,323 | 0.12% | 0.12% | 334 | -176,936 | -34.86% | Q1 2026 | Apr 29, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 329,892 | 22,277 | 5.2% | 5.29% | 335 | +6,390 | 1.98% | Q1 2026 | Apr 08, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 328,185 | 22,162 | 7.21% | 5.99% | 337 | +33,416 | 11.34% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 328,181 | 22,162 | 0.13% | 0.14% | 336 | -14,601 | -4.26% | Q1 2026 | May 05, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 327,876 | 22,141 | 2.35% | 2.13% | 338 | +11,014 | 3.48% | Q1 2026 | Apr 28, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 327,582 | 22,121 | 1.67% | 1.46% | 339 | +46,678 | 16.62% | Q1 2026 | Apr 27, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 326,526 | 22,050 | 3.41% | 2.79% | 340 | +40,416 | 14.13% | Q1 2026 | May 01, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 324,768 | 21,931 | 0.02% | 0.01% | 341 | +141,687 | 77.39% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 323,665 | 21,857 | 0.0% | 0.01% | 342 | -186,461 | -36.55% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 329,727 | 21,761 | 0.1% | 0.1% | 343 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PACK Private Wealth, LLC | History | Added to | 321,418 | 21,705 | 9.97% | 9.61% | 344 | +1,994 | 0.62% | Q1 2026 | May 15, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 318,565 | 21,512 | 4.04% | 3.91% | 345 | +5,413 | 1.73% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 316,147 | 21,349 | 0.24% | 0.4% | 346 | -136,745 | -30.19% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 311,181 | 21,191 | 0.04% | 0.03% | 347 | +3,298 | 1.07% | Q1 2026 | May 05, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 313,076 | 21,142 | 0.85% | 0.87% | 348 | -21,080 | -6.31% | Q1 2026 | Apr 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 311,729 | 21,049 | 2.77% | 2.63% | 349 | +24,511 | 8.53% | Q1 2026 | Apr 28, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | Reduced | 311,370 | 21,026 | 10.74% | 10.79% | 350 | -7,090 | -2.23% | Q1 2026 | May 05, 2026 |
| Madison Asset Management, LLC | History | Added to | 309,060 | 20,870 | 0.26% | 0.23% | 351 | +11,729 | 3.94% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 308,548 | 20,836 | 1.42% | 1.43% | 352 | -7,087 | -2.25% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | Reduced | 307,918 | 20,793 | 0.49% | 0.48% | 353 | -17,744 | -5.45% | Q1 2026 | May 15, 2026 |
| jvl associates llc | History | Added to | 307,633 | 20,774 | 6.96% | 6.41% | 354 | +9,373 | 3.14% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 306,621 | 20,706 | 0.4% | 0.42% | 355 | -15,587 | -4.84% | Q1 2026 | Apr 14, 2026 |
| BAILARD, INC. | History | Reduced | 306,452 | 20,694 | 0.48% | 0.45% | 356 | -786 | -0.26% | Q1 2026 | May 11, 2026 |
| Covenant Partners, LLC | History | No change | 313,461 | 20,688 | 6.05% | 6.05% | 357 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 305,945 | 20,660 | 0.23% | 0.27% | 358 | -68,936 | -18.39% | Q1 2026 | May 13, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 305,853 | 20,654 | 1.99% | 1.89% | 359 | -2,741 | -0.89% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | Added to | 305,512 | 20,623 | 0.9% | 0.84% | 360 | +16,211 | 5.6% | Q1 2026 | May 08, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 303,556 | 20,499 | 2.35% | 2.12% | 361 | +13,492 | 4.65% | Q1 2026 | Apr 17, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 303,329 | 20,483 | 5.1% | 4.99% | 362 | -2,028 | -0.66% | Q1 2026 | May 05, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 303,170 | 20,473 | 3.97% | 3.88% | 363 | -5,295 | -1.72% | Q1 2026 | Apr 16, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 301,861 | 20,384 | 1.29% | 1.3% | 364 | +3,728 | 1.25% | Q1 2026 | Apr 27, 2026 |
| PKS Advisory Services, LLC | History | Added to | 301,168 | 20,353 | 4.73% | 4.52% | 365 | +592 | 0.2% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | New | 300,964 | 20,324 | 0.27% | — | 366 | +300,964 | New | Q1 2026 | May 14, 2026 |
| Newton One Investments LLC | History | Added to | 299,955 | 20,255 | 5.5% | 5.78% | 367 | +2,799 | 0.94% | Q1 2026 | Apr 24, 2026 |
| LCW Services, LLC | History | Added to | 299,801 | 20,245 | 10.06% | 10.34% | 368 | +5,558 | 1.89% | Q1 2026 | Apr 27, 2026 |
| IFG Advisors, LLC | History | Added to | 299,128 | 20,200 | 3.31% | 3.08% | 369 | +18,733 | 6.68% | Q1 2026 | Apr 09, 2026 |
| Asset Management Group, Inc. | History | Added to | 297,985 | 20,122 | 3.25% | 3.15% | 370 | +3,120 | 1.06% | Q1 2026 | May 15, 2026 |
| Avondale Wealth Management | History | Added to | 296,991 | 20,055 | 9.86% | 9.62% | 371 | +13,523 | 4.77% | Q1 2026 | Apr 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 295,619 | 19,963 | 2.57% | 2.39% | 372 | +35,877 | 13.81% | Q1 2026 | Apr 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 294,992 | 19,920 | 0.11% | 0.1% | 373 | +4,683 | 1.61% | Q1 2026 | May 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 289,760 | 19,567 | 1.39% | 1.17% | 374 | +46,700 | 19.21% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 289,291 | 19,535 | 0.44% | 0.44% | 375 | -7,547 | -2.54% | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | Reduced | 288,689 | 19,495 | 1.59% | 3.64% | 376 | -376,748 | -56.62% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 288,367 | 19,473 | 0.03% | 0.03% | 377 | +50,377 | 21.17% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 288,150 | 19,458 | 6.45% | 6.43% | 378 | -5,333 | -1.82% | Q1 2026 | Apr 09, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 287,868 | 19,439 | 4.0% | 3.65% | 379 | +16,574 | 6.11% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 287,055 | 19,384 | 0.0% | 0.0% | 380 | +76,055 | 36.05% | Q1 2026 | May 15, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 285,814 | 19,301 | 14.86% | 13.47% | 381 | +9,586 | 3.47% | Q1 2026 | Apr 09, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 284,228 | 19,193 | 0.65% | 0.61% | 382 | +5,403 | 1.94% | Q1 2026 | May 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 283,111 | 19,118 | 0.74% | 0.84% | 383 | -56,662 | -16.68% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 282,333 | 19,065 | 0.78% | 0.78% | 384 | -2,301 | -0.81% | Q1 2026 | May 12, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 281,560 | 19,013 | 2.73% | 2.57% | 385 | +8,762 | 3.21% | Q1 2026 | Apr 27, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 278,990 | 18,840 | 2.4% | 2.22% | 386 | +21,615 | 8.4% | Q1 2026 | May 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 277,089 | 18,711 | 3.36% | 3.26% | 387 | +4,049 | 1.48% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 276,864 | 18,696 | 0.01% | 0.01% | 388 | +4,964 | 1.83% | Q1 2026 | May 11, 2026 |
| BostonPremier Wealth LLC | History | Added to | 273,795 | 18,489 | 9.55% | 9.16% | 389 | +2,946 | 1.09% | Q1 2026 | Apr 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 273,694 | 18,482 | 0.0% | 0.0% | 390 | +196,230 | 253.32% | Q1 2026 | May 13, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 273,350 | 18,459 | 4.41% | 4.61% | 391 | +4,206 | 1.56% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 272,640 | 18,411 | 0.09% | 0.15% | 392 | -123,792 | -31.23% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 271,697 | 18,347 | 0.67% | 0.66% | 393 | +53,256 | 24.38% | Q1 2026 | May 19, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 270,958 | 18,297 | 0.73% | 0.64% | 394 | +20,753 | 8.29% | Q1 2026 | May 01, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 269,300 | 18,185 | 5.11% | 5.13% | 395 | +7,566 | 2.89% | Q1 2026 | Apr 22, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 267,607 | 18,071 | 1.33% | 1.34% | 396 | -7,507 | -2.73% | Q1 2026 | Apr 22, 2026 |
| CBM Financial, LLC | History | Added to | 244,640 | 17,946 | 11.2% | 11.42% | 397 | +9,968 | 4.25% | Q1 2026 | May 12, 2026 |
| Richardson Capital Management LLC | History | Added to | 265,414 | 17,923 | 8.65% | 8.77% | 398 | +486 | 0.18% | Q1 2026 | May 12, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 264,718 | 17,876 | 8.98% | 8.59% | 399 | +11,140 | 4.39% | Q1 2026 | Apr 27, 2026 |
| KINTRA WEALTH, LLC | History | New | 264,695 | 17,874 | 1.26% | — | 401 | +264,695 | New | Q1 2026 | May 15, 2026 |
| Holland Advisory Services, Inc. | History | Reduced | 264,692 | 17,874 | 23.95% | 23.85% | 400 | -3,121 | -1.17% | Q1 2026 | Apr 07, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 262,788 | 17,746 | 0.41% | 0.31% | 402 | +50,962 | 24.06% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 262,612 | 17,734 | 1.75% | 1.75% | 403 | -1,285 | -0.49% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Reduced | 260,354 | 17,581 | 0.31% | 0.33% | 404 | -28,144 | -9.76% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | Reduced | 259,098 | 17,496 | 1.17% | 1.16% | 405 | -4,507 | -1.71% | Q1 2026 | Apr 23, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 259,003 | 17,490 | 5.99% | 5.88% | 406 | -2,018 | -0.77% | Q1 2026 | Apr 01, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 258,819 | 17,478 | 0.41% | 0.42% | 407 | -2,844 | -1.09% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 258,250 | 17,439 | 1.27% | 1.28% | 408 | +2,643 | 1.03% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 262,203 | 17,344 | 0.54% | 0.47% | 409 | +25,352 | 10.7% | Q1 2026 | May 11, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 256,149 | 17,297 | 1.16% | 1.13% | 410 | -2,338 | -0.9% | Q1 2026 | Apr 22, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Reduced | 255,904 | 17,281 | 4.61% | 4.46% | 411 | -2,325 | -0.9% | Q1 2026 | May 19, 2026 |
| AA Financial Advisors, LLC | History | Added to | 255,047 | 17,223 | 2.43% | 1.77% | 412 | +109,808 | 75.61% | Q1 2026 | Apr 20, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 252,758 | 17,068 | 9.81% | 9.49% | 413 | -2,295 | -0.9% | Q1 2026 | May 01, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 251,179 | 16,962 | 1.36% | 1.28% | 414 | +2,680 | 1.08% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 250,986 | 16,949 | 0.81% | 0.7% | 415 | +19,582 | 8.46% | Q1 2026 | May 18, 2026 |
| Eley Financial Management, Inc | History | Added to | 250,529 | 16,918 | 6.11% | 5.91% | 416 | +1,248 | 0.5% | Q1 2026 | May 19, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 249,838 | 16,876 | 4.0% | 3.82% | 417 | +119 | 0.05% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 248,986 | 16,814 | 0.57% | 0.55% | 418 | +9,772 | 4.09% | Q1 2026 | Apr 07, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 248,765 | 16,799 | 16.53% | 15.16% | 419 | +18,964 | 8.25% | Q1 2026 | Apr 13, 2026 |
| Argent Advisors, Inc. | History | Added to | 248,567 | 16,785 | 4.58% | 4.49% | 420 | +4,835 | 1.98% | Q1 2026 | Apr 24, 2026 |
| CITIZENS & NORTHERN CORP | History | Reduced | 248,386 | 16,773 | 4.18% | 4.23% | 421 | -10,286 | -3.98% | Q1 2026 | Apr 27, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 243,292 | 16,429 | 4.63% | 4.55% | 422 | -6,209 | -2.49% | Q1 2026 | Apr 10, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 241,522 | 16,309 | 0.3% | 0.33% | 423 | -36,945 | -13.27% | Q1 2026 | Apr 10, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 240,422 | 16,235 | 6.47% | 6.31% | 424 | +2,963 | 1.25% | Q1 2026 | Apr 29, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 240,189 | 16,219 | 5.09% | 4.92% | 425 | +101 | 0.04% | Q1 2026 | Apr 06, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 238,796 | 16,125 | 0.19% | 0.19% | 426 | -1,952 | -0.81% | Q1 2026 | May 01, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 237,142 | 16,014 | 0.74% | 0.7% | 427 | -58 | -0.02% | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | Reduced | 236,827 | 15,992 | 0.34% | 0.33% | 428 | -2,433 | -1.02% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Added to | 235,200 | 15,883 | 2.2% | 2.14% | 429 | +12,347 | 5.54% | Q1 2026 | Apr 22, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 234,427 | 15,831 | 0.1% | 0.3% | 430 | -555,516 | -70.32% | Q1 2026 | May 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 234,434 | 15,831 | 2.71% | 2.61% | 431 | +1,055 | 0.45% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | New | 234,326 | 15,824 | 0.1% | — | 432 | +234,326 | New | Q1 2026 | May 14, 2026 |
| SWS Partners | History | Reduced | 233,495 | 15,767 | 3.89% | 3.73% | 433 | -639 | -0.27% | Q1 2026 | Apr 21, 2026 |
| Campion Asset Management | History | Added to | 233,105 | 15,741 | 10.68% | 10.17% | 434 | +11,037 | 4.97% | Q1 2026 | May 14, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 232,917 | 15,728 | 4.51% | 4.49% | 435 | +1,422 | 0.61% | Q1 2026 | Apr 23, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 232,902 | 15,727 | 1.72% | 1.45% | 436 | +969 | 0.42% | Q1 2026 | May 13, 2026 |
| PDS Planning, Inc | History | Added to | 231,155 | 15,609 | 1.03% | 1.01% | 437 | +2,468 | 1.08% | Q1 2026 | Apr 21, 2026 |
| Towercrest Capital Management | History | Added to | 230,280 | 15,553 | 2.42% | 2.29% | 438 | +10,186 | 4.63% | Q1 2026 | May 01, 2026 |
| Mechanics Financial Corp | History | Reduced | 229,243 | 15,480 | 6.49% | 5.9% | 439 | -12,854 | -5.31% | Q1 2026 | May 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 229,030 | 15,466 | 3.8% | 3.67% | 440 | +4,881 | 2.18% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 227,828 | 15,385 | 2.64% | 3.42% | 441 | +5,909 | 2.66% | Q1 2026 | Apr 09, 2026 |
| Private Advisory Group LLC | History | Added to | 227,564 | 15,367 | 1.01% | 0.95% | 442 | +44,657 | 24.42% | Q1 2026 | May 08, 2026 |
| GFS Advisors, LLC | History | Reduced | 80,023 | 15,358 | 1.96% | 1.52% | 443 | -113,426 | -58.63% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 227,247 | 15,345 | 0.32% | 0.33% | 444 | +6,349 | 2.87% | Q1 2026 | Apr 13, 2026 |
| AMG National Trust Bank | History | Added to | 225,836 | 15,250 | 0.33% | 0.28% | 445 | +45,886 | 25.5% | Q1 2026 | May 04, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 224,228 | 15,142 | 5.86% | 6.35% | 446 | +24,755 | 12.41% | Q1 2026 | Apr 22, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 224,018 | 15,127 | 5.5% | 4.84% | 447 | +16,300 | 7.85% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 223,962 | 15,124 | 0.27% | 0.24% | 448 | +27,753 | 14.14% | Q1 2026 | May 07, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 223,490 | 15,092 | 5.25% | 4.99% | 449 | +1,279 | 0.58% | Q1 2026 | Apr 21, 2026 |
| River Street Advisors LLC | History | Added to | 223,328 | 15,081 | 5.1% | 5.49% | 450 | +1,208 | 0.54% | Q1 2026 | Apr 21, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 222,164 | 15,002 | 0.06% | 0.06% | 451 | -2,920 | -1.3% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 222,060 | 14,995 | 0.39% | 0.41% | 452 | +3,990 | 1.83% | Q1 2026 | May 14, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 220,386 | 14,882 | 1.77% | 1.71% | 453 | -3,302 | -1.48% | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Advisors | History | Reduced | 219,188 | 14,801 | 1.15% | 1.12% | 454 | -5,622 | -2.5% | Q1 2026 | May 12, 2026 |
| FORBES J M & CO LLP | History | Added to | 219,143 | 14,798 | 1.25% | 1.16% | 455 | +2,297 | 1.06% | Q1 2026 | Apr 16, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 224,097 | 14,790 | 14.21% | 14.21% | 456 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Pacific Center for Financial Services | History | Reduced | 216,131 | 14,595 | 3.7% | 3.82% | 457 | -13,504 | -5.88% | Q1 2026 | May 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 215,447 | 14,549 | 0.84% | 1.08% | 458 | -76,680 | -26.25% | Q1 2026 | Apr 20, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 215,419 | 14,547 | 1.08% | 0.96% | 459 | +10,712 | 5.23% | Q1 2026 | Apr 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 212,780 | 14,368 | 0.5% | 0.49% | 460 | +1,067 | 0.5% | Q1 2026 | May 06, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 212,336 | 14,339 | 5.57% | 5.18% | 461 | +30,819 | 16.98% | Q1 2026 | Apr 22, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 211,698 | 14,295 | 3.43% | 3.43% | 462 | -1,801 | -0.84% | Q1 2026 | Apr 20, 2026 |
| First Bank & Trust | History | Added to | 210,554 | 14,218 | 2.29% | 2.14% | 463 | +11,396 | 5.72% | Q1 2026 | Apr 10, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 210,555 | 14,218 | 8.76% | 8.14% | 464 | +9,473 | 4.71% | Q1 2026 | Apr 08, 2026 |
| First Western Trust Bank | History | Added to | 210,348 | 14,204 | 0.72% | 0.63% | 465 | +16,996 | 8.79% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 214,750 | 14,173 | 0.48% | 0.48% | 466 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| St. Louis Trust Co | History | Reduced | 209,682 | 14,159 | 1.65% | 1.59% | 467 | -156 | -0.07% | Q1 2026 | May 14, 2026 |
| UNION SAVINGS BANK | History | Added to | 208,600 | 14,084 | 6.17% | 4.59% | 468 | +48,207 | 30.06% | Q1 2026 | Apr 17, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 207,838 | 14,035 | 4.13% | 4.0% | 469 | -1,780 | -0.85% | Q1 2026 | Apr 13, 2026 |
| Fairway Wealth LLC | History | Reduced | 206,482 | 13,942 | 3.68% | 3.68% | 470 | -317 | -0.15% | Q1 2026 | Apr 23, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 205,617 | 13,885 | 0.02% | 0.02% | 471 | -17,956 | -8.03% | Q1 2026 | May 14, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 204,740 | 13,826 | 9.32% | 9.47% | 472 | +962 | 0.47% | Q1 2026 | May 07, 2026 |
| American Financial Advisors, LLC | History | Reduced | 204,689 | 13,822 | 1.84% | 1.77% | 473 | -3,135 | -1.51% | Q1 2026 | May 13, 2026 |
| Enclave Advisors LLC | History | Added to | 204,150 | 13,786 | 1.89% | 1.09% | 474 | +87,869 | 75.57% | Q1 2026 | Apr 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 204,136 | 13,785 | 2.93% | 2.82% | 475 | +5,139 | 2.58% | Q1 2026 | May 04, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 203,872 | 13,767 | 4.14% | 2.86% | 476 | +60,851 | 42.55% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 202,296 | 13,661 | 0.38% | 0.35% | 477 | +1,038 | 0.52% | Q1 2026 | Apr 28, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 202,094 | 13,647 | 9.2% | 8.8% | 478 | -4,364 | -2.11% | Q1 2026 | May 05, 2026 |
| Community Bank, N.A. | History | Added to | 200,909 | 13,565 | 1.61% | 1.28% | 479 | +37,304 | 22.8% | Q1 2026 | May 12, 2026 |
| Omega Financial Group, LLC | History | Added to | 200,511 | 13,540 | 4.4% | 4.24% | 480 | +5,428 | 2.78% | Q1 2026 | May 12, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 200,261 | 13,523 | 1.85% | 1.85% | 481 | -1,619 | -0.8% | Q1 2026 | Apr 23, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 198,909 | 13,432 | 3.76% | 3.64% | 482 | +6,193 | 3.21% | Q1 2026 | Apr 16, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 198,723 | 13,419 | 2.07% | 1.77% | 483 | +6,599 | 3.43% | Q1 2026 | May 06, 2026 |
| Finley Financial, LLC | History | Added to | 195,962 | 13,233 | 6.2% | 5.82% | 484 | +3,445 | 1.79% | Q1 2026 | Apr 22, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 194,424 | 13,129 | 1.12% | 3.72% | 485 | -475,289 | -70.97% | Q1 2026 | May 05, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 193,973 | 13,098 | 3.53% | 3.19% | 486 | +20,246 | 11.65% | Q1 2026 | May 05, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 193,605 | 13,074 | 3.38% | 3.17% | 487 | +2,068 | 1.08% | Q1 2026 | May 07, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 193,608 | 13,072 | 1.66% | 1.31% | 488 | +31,030 | 19.09% | Q1 2026 | Apr 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 193,452 | 13,063 | 0.08% | 0.08% | 489 | +14,082 | 7.85% | Q1 2026 | Apr 27, 2026 |
| AAF Wealth Management, LLC | History | Added to | 192,519 | 13,000 | 5.33% | 5.32% | 490 | +1,270 | 0.66% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 192,449 | 12,996 | 0.06% | 0.04% | 491 | -1,964 | -1.01% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 191,867 | 12,956 | 2.07% | 2.33% | 492 | -1,981 | -1.02% | Q1 2026 | Apr 30, 2026 |
| Tower Wealth Partners, Inc. | History | Reduced | 190,227 | 12,846 | 7.1% | 6.93% | 493 | -822 | -0.43% | Q1 2026 | May 08, 2026 |
| Telos Capital Management, Inc. | History | Added to | 190,069 | 12,835 | 1.23% | 1.14% | 494 | +4,309 | 2.32% | Q1 2026 | Apr 16, 2026 |
| Hardy Reed LLC | History | Added to | 189,217 | 12,777 | 0.93% | 0.89% | 495 | +55 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 188,247 | 12,712 | 1.11% | 1.08% | 496 | +24 | 0.01% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 187,686 | 12,674 | 0.06% | 0.06% | 497 | +27,682 | 17.3% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 187,670 | 12,673 | 0.4% | 0.39% | 498 | +2,743 | 1.48% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 184,733 | 12,474 | 0.23% | 0.15% | 499 | +70,240 | 61.35% | Q1 2026 | May 11, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 184,206 | 12,439 | 6.0% | 5.76% | 500 | +12,164 | 7.07% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 184,131 | 12,434 | 0.38% | 0.39% | 501 | -9,459 | -4.89% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 183,763 | 12,409 | 0.55% | 0.52% | 502 | +16,587 | 9.92% | Q1 2026 | Apr 28, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 183,578 | 12,397 | 0.21% | 0.22% | 503 | -20,277 | -9.95% | Q1 2026 | Apr 21, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 182,907 | 12,380 | 4.13% | 3.86% | 504 | +15,946 | 9.55% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 183,295 | 12,377 | 0.65% | 0.6% | 505 | -22,761 | -11.05% | Q1 2026 | Apr 28, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 183,041 | 12,360 | 0.9% | 0.9% | 506 | +757 | 0.42% | Q1 2026 | Apr 20, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 182,219 | 12,305 | 4.42% | 4.37% | 507 | +945 | 0.52% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 182,167 | 12,301 | 0.75% | 0.18% | 508 | -934,026 | -83.68% | Q1 2026 | May 12, 2026 |
| Rice Partnership, LLC | History | Added to | 180,142 | 12,164 | 1.66% | 1.48% | 509 | +14,521 | 8.77% | Q1 2026 | May 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 179,631 | 12,130 | 0.34% | 0.28% | 510 | +765 | 0.43% | Q1 2026 | Apr 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 179,591 | 12,127 | 0.55% | 0.53% | 511 | -3,116 | -1.71% | Q1 2026 | May 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 179,204 | 12,101 | 0.25% | 0.23% | 512 | +4,403 | 2.52% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 179,108 | 12,092 | 0.4% | 0.36% | 513 | +14,515 | 8.82% | Q1 2026 | May 14, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 178,414 | 12,048 | 3.39% | 3.01% | 514 | +13,476 | 8.17% | Q1 2026 | Apr 08, 2026 |
| SoundView Advisors Inc. | History | Added to | 177,445 | 11,982 | 4.26% | 4.07% | 515 | +467 | 0.26% | Q1 2026 | May 01, 2026 |
| YANKCOM Partnership | History | Added to | 177,320 | 11,974 | 4.92% | 4.35% | 516 | +22,128 | 14.26% | Q1 2026 | Apr 20, 2026 |
| Townsend Financial Planning, LLC | History | Reduced | 176,630 | 11,927 | 11.54% | 11.79% | 517 | -1,856 | -1.04% | Q1 2026 | Apr 28, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 176,567 | 11,923 | 2.16% | 2.27% | 518 | -4,021 | -2.23% | Q1 2026 | May 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 176,048 | 11,888 | 0.01% | 0.01% | 519 | -5,414 | -2.98% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 175,761 | 11,869 | 0.13% | 0.13% | 520 | -5,547 | -3.06% | Q1 2026 | May 05, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 175,420 | 11,846 | 2.56% | — | 521 | +175,420 | New | Q1 2026 | May 13, 2026 |
| AtlasMark Financial, Inc | History | No change | 178,546 | 11,784 | 7.61% | 7.61% | 522 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RiverGlades Family Offices LLC | History | New | 174,164 | 11,761 | 6.92% | — | 523 | +174,164 | New | Q1 2026 | May 13, 2026 |
| Idaho Trust Co | History | Added to | 174,152 | 11,758 | 3.82% | 3.7% | 524 | +4,905 | 2.9% | Q1 2026 | May 08, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 173,529 | 11,718 | 2.08% | 2.26% | 525 | -11,512 | -6.22% | Q1 2026 | Apr 22, 2026 |
| Montecito Bank & Trust | History | Reduced | 172,825 | 11,670 | 1.92% | 1.92% | 526 | -9,503 | -5.21% | Q1 2026 | Apr 16, 2026 |
| Caldwell Trust Co | History | Added to | 171,917 | 11,609 | 1.04% | 0.94% | 527 | +11,762 | 7.34% | Q1 2026 | Apr 22, 2026 |
| MTC Wealth Management LLC | History | Reduced | 171,561 | 11,585 | 5.5% | 5.36% | 528 | -1,486 | -0.86% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 171,227 | 11,562 | 0.1% | 0.11% | 529 | -56,076 | -24.67% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 169,936 | 11,475 | 0.42% | 0.26% | 530 | +60,437 | 55.19% | Q1 2026 | Apr 28, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 169,718 | 11,461 | 0.45% | 0.44% | 531 | -373 | -0.22% | Q1 2026 | Apr 10, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 169,622 | 11,454 | 1.79% | 1.67% | 532 | +11,594 | 7.34% | Q1 2026 | May 01, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 169,031 | 11,414 | 6.92% | 6.9% | 533 | +2,559 | 1.54% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 168,449 | 11,375 | 0.06% | 0.06% | 534 | +939 | 0.56% | Q1 2026 | Apr 15, 2026 |
| Affiance Financial, LLC | History | Reduced | 168,174 | 11,356 | 1.84% | 1.79% | 535 | -301 | -0.18% | Q1 2026 | Apr 14, 2026 |
| May Hill Capital, LLC | History | Added to | 167,822 | 11,333 | 2.85% | 2.91% | 536 | +4,165 | 2.54% | Q1 2026 | May 06, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 167,770 | 11,329 | 0.6% | 0.57% | 537 | +3,301 | 2.01% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Added to | 167,141 | 11,287 | 0.34% | 0.32% | 538 | +2,994 | 1.82% | Q1 2026 | Apr 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 166,219 | 11,224 | 3.2% | 2.97% | 539 | +9,116 | 5.8% | Q1 2026 | Apr 30, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 165,659 | 11,186 | 6.66% | 6.27% | 540 | +6,472 | 4.07% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 163,729 | 11,056 | 0.16% | 0.15% | 541 | +12,380 | 8.18% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | Reduced | 163,563 | 11,045 | 0.19% | 0.19% | 542 | -6,392 | -3.76% | Q1 2026 | Apr 07, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 163,231 | 11,023 | 1.91% | 1.82% | 543 | +4,716 | 2.98% | Q1 2026 | May 12, 2026 |
| IFS Advisors, LLC | History | Reduced | 163,242 | 11,023 | 5.68% | 5.62% | 544 | -713 | -0.43% | Q1 2026 | Apr 06, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 162,794 | 10,993 | 1.54% | 1.47% | 545 | +2,360 | 1.47% | Q1 2026 | Apr 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 161,983 | 10,938 | 0.53% | 0.52% | 546 | +273 | 0.17% | Q1 2026 | Apr 09, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 161,928 | 10,934 | 8.34% | 8.02% | 547 | -6,947 | -4.11% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 161,434 | 10,901 | 0.15% | 0.15% | 548 | +4,797 | 3.06% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 164,394 | 10,850 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 160,299 | 10,825 | 1.61% | 1.62% | 550 | -126,265 | -44.06% | Q1 2026 | Apr 24, 2026 |
| Vectors Research Management, LLC | History | Added to | 160,264 | 10,822 | 3.16% | 2.56% | 551 | +33,136 | 26.07% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 158,781 | 10,722 | 0.29% | 0.32% | 552 | +6,389 | 4.19% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Reduced | 157,276 | 10,620 | 0.95% | 0.97% | 553 | -3,632 | -2.26% | Q1 2026 | Apr 17, 2026 |
| VestGen Advisors, LLC | History | Added to | 144,660 | 10,607 | 0.28% | 0.18% | 554 | +81,099 | 127.59% | Q1 2026 | May 14, 2026 |
| Rossmore Private Capital | History | Reduced | 156,941 | 10,598 | 0.93% | 0.94% | 555 | -3,560 | -2.22% | Q1 2026 | May 01, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 155,885 | 10,526 | 4.64% | 4.49% | 556 | +3,899 | 2.57% | Q1 2026 | Apr 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 155,506 | 10,501 | 0.12% | 0.12% | 557 | +5,580 | 3.72% | Q1 2026 | May 08, 2026 |
| Petix & Botte Co | History | Reduced | 155,238 | 10,483 | 2.34% | 2.47% | 558 | -9,513 | -5.77% | Q1 2026 | Apr 30, 2026 |
| Vanguard National Trust Co | History | New | 155,049 | 10,470 | 0.66% | — | 559 | +155,049 | New | Q1 2026 | May 08, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 154,952 | 10,463 | 1.01% | 0.83% | 560 | +363 | 0.23% | Q1 2026 | May 15, 2026 |
| Transcendent Capital Group LLC | History | Added to | 153,579 | 10,371 | 4.73% | 3.44% | 561 | +38,529 | 33.49% | Q1 2026 | Apr 27, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 153,232 | 10,347 | 3.31% | 4.06% | 562 | -33,895 | -18.11% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 152,600 | 10,305 | 0.05% | 0.03% | 563 | +57,890 | 61.12% | Q1 2026 | May 01, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 152,543 | 10,301 | 0.82% | 0.88% | 564 | -18,899 | -11.02% | Q1 2026 | Apr 09, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 151,633 | 10,239 | 1.51% | 1.65% | 565 | +15,411 | 11.31% | Q1 2026 | Apr 27, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 150,627 | 10,171 | 3.67% | 3.59% | 566 | -3,934 | -2.55% | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 150,405 | 10,156 | 0.41% | 0.4% | 567 | -1,819 | -1.19% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 148,714 | 10,042 | 1.4% | 1.35% | 568 | +1,980 | 1.35% | Q1 2026 | Apr 24, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 148,616 | 10,036 | 2.28% | 3.83% | 569 | -128,151 | -46.3% | Q1 2026 | Apr 20, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 148,012 | 9,995 | 3.07% | 2.91% | 570 | +3,471 | 2.4% | Q1 2026 | Apr 21, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 147,801 | 9,981 | 0.28% | 0.18% | 571 | +49,658 | 50.6% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 147,700 | 9,974 | 0.0% | 0.0% | 572 | +6,100 | 4.31% | Q1 2026 | May 15, 2026 |
| Aft, Forsyth & Sober, LLC | History | Reduced | 147,375 | 9,952 | 3.04% | 2.96% | 573 | -750 | -0.51% | Q1 2026 | May 14, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 146,602 | 9,900 | 1.9% | 1.8% | 575 | +4,195 | 2.95% | Q1 2026 | May 01, 2026 |
| Choate Investment Advisors | History | Reduced | 146,610 | 9,900 | 0.19% | 0.19% | 574 | -429 | -0.29% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 146,146 | 9,869 | 0.11% | 0.11% | 576 | -5,362 | -3.54% | Q1 2026 | May 05, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 146,013 | 9,860 | 1.43% | 1.44% | 577 | +4,818 | 3.41% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 145,666 | 9,830 | 0.03% | 0.03% | 578 | -43,519 | -23.0% | Q1 2026 | May 14, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 145,222 | 9,806 | 0.15% | 0.15% | 579 | -7,088 | -4.65% | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 145,110 | 9,799 | 0.26% | 0.24% | 580 | +1,974 | 1.38% | Q1 2026 | May 01, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 147,594 | 9,741 | 4.01% | 4.01% | 581 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 144,124 | 9,732 | 5.19% | 4.96% | 582 | -2,016 | -1.38% | Q1 2026 | May 11, 2026 |
| SlateStone Wealth, LLC | History | Added to | 143,825 | 9,712 | 0.8% | 0.76% | 583 | +6,437 | 4.69% | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 142,273 | 9,607 | 1.06% | 1.03% | 584 | -5,647 | -3.82% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Reduced | 142,171 | 9,600 | 0.15% | 0.16% | 585 | -7,217 | -4.83% | Q1 2026 | Apr 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 140,682 | 9,500 | 0.2% | 0.22% | 586 | -19,162 | -11.99% | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | Added to | 638 | 9,455 | 0.15% | 0.17% | 587 | +14 | 2.24% | Q1 2026 | May 13, 2026 |
| Pachira Investments Inc. | History | Reduced | 139,916 | 9,448 | 4.41% | 4.69% | 588 | -6,133 | -4.2% | Q1 2026 | Apr 27, 2026 |
| WESBANCO BANK INC | History | Reduced | 139,818 | 9,441 | 0.26% | 0.27% | 589 | -7,422 | -5.04% | Q1 2026 | Apr 21, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Added to | 139,030 | 9,388 | 1.85% | 1.64% | 590 | +958 | 0.69% | Q1 2026 | Apr 30, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 138,523 | 9,354 | 4.11% | 3.68% | 591 | +5,972 | 4.51% | Q1 2026 | May 05, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 138,452 | 9,349 | 0.0% | 0.0% | 592 | +70,408 | 103.47% | Q1 2026 | May 14, 2026 |
| Kopp Family Office, LLC | History | Reduced | 138,396 | 9,345 | 6.43% | 11.73% | 593 | -140,103 | -50.31% | Q1 2026 | Apr 20, 2026 |
| Allegheny Financial Group | History | Added to | 138,343 | 9,342 | 1.26% | 1.33% | 594 | +2,090 | 1.53% | Q1 2026 | Apr 16, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 138,259 | 9,336 | 1.93% | 1.91% | 595 | +3,531 | 2.62% | Q1 2026 | Apr 30, 2026 |
| Angeles Investment Advisors, LLC | History | New | 137,500 | 9,285 | 0.62% | — | 596 | +137,500 | New | Q1 2026 | Apr 28, 2026 |
| David J Yvars Group | History | Added to | 136,518 | 9,219 | 5.15% | 4.78% | 597 | +350 | 0.26% | Q1 2026 | Apr 08, 2026 |
| National Philanthropic Trust | History | No change | 136,413 | 9,211 | 0.1% | 0.09% | 598 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 136,306 | 9,204 | 1.47% | 1.42% | 599 | -599 | -0.44% | Q1 2026 | May 15, 2026 |
| Carr Financial Group Corp | History | Reduced | 136,073 | 9,189 | 2.42% | 2.86% | 600 | -26,739 | -16.42% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 135,973 | 9,182 | 0.25% | 0.23% | 601 | +5,570 | 4.27% | Q1 2026 | May 14, 2026 |
| Richwood Investment Advisors, LLC | History | Added to | 135,546 | 9,153 | 7.05% | 6.91% | 602 | +1,298 | 0.97% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 135,277 | 9,135 | 0.13% | 0.12% | 603 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| ASPIRIANT, LLC | History | Reduced | 135,119 | 9,124 | 0.26% | 0.26% | 604 | -2,684 | -1.95% | Q1 2026 | May 12, 2026 |
| Opes Wealth Management LLC | History | Reduced | 134,895 | 9,109 | 1.5% | 1.46% | 605 | -1,027 | -0.76% | Q1 2026 | Apr 28, 2026 |
| Clarus Wealth Advisors | History | Reduced | 132,622 | 9,091 | 3.88% | 3.91% | 606 | -3,229 | -2.38% | Q1 2026 | Apr 08, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 136,294 | 8,995 | 1.69% | 1.69% | 607 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 132,408 | 8,941 | 0.18% | 0.22% | 608 | -29,762 | -18.35% | Q1 2026 | May 14, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 132,290 | 8,933 | 1.49% | 1.52% | 609 | -921 | -0.69% | Q1 2026 | May 04, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 131,645 | 8,890 | 5.99% | 5.87% | 610 | +12,145 | 10.16% | Q1 2026 | May 04, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 129,877 | 8,770 | 0.36% | 0.35% | 611 | -384 | -0.29% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 129,224 | 8,726 | 0.23% | 0.22% | 612 | +1,868 | 1.47% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 128,359 | 8,724 | 0.03% | 0.02% | 613 | +74,540 | 138.5% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 128,960 | 8,708 | 0.3% | 0.31% | 614 | -12,983 | -9.15% | Q1 2026 | Apr 22, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 128,828 | 8,699 | 4.21% | 4.05% | 615 | -355 | -0.27% | Q1 2026 | May 12, 2026 |
| United Financial Planning Group LLC | History | Added to | 128,495 | 8,677 | 5.13% | 5.07% | 616 | +1,786 | 1.41% | Q1 2026 | May 08, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 128,008 | 8,644 | 0.28% | 0.25% | 617 | +10,176 | 8.64% | Q1 2026 | Apr 30, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 127,731 | 8,625 | 5.59% | 5.6% | 618 | +8,566 | 7.19% | Q1 2026 | May 08, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 127,341 | 8,599 | 2.84% | 2.99% | 619 | +2,913 | 2.34% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 126,846 | 8,565 | 0.06% | 0.06% | 620 | +7,871 | 6.62% | Q1 2026 | Apr 15, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 126,476 | 8,540 | 1.04% | 0.99% | 621 | -1,288 | -1.01% | Q1 2026 | Apr 23, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 126,376 | 8,534 | 1.71% | 1.74% | 622 | +973 | 0.78% | Q1 2026 | Apr 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 126,340 | 8,531 | 0.04% | 0.04% | 623 | -1,950 | -1.52% | Q1 2026 | May 14, 2026 |
| Tempo Wealth, LLC | History | Added to | 126,266 | 8,526 | 1.49% | 1.3% | 624 | +15,565 | 14.06% | Q1 2026 | May 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 125,330 | 8,463 | 0.66% | 0.63% | 625 | +1,653 | 1.34% | Q1 2026 | Apr 29, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 125,283 | 8,460 | 0.35% | 0.3% | 626 | +208 | 0.17% | Q1 2026 | May 14, 2026 |
| ASL Financial, LLC | History | Reduced | 124,996 | 8,441 | 6.74% | 6.58% | 627 | -1,964 | -1.55% | Q1 2026 | Apr 09, 2026 |
| PEOPLES BANK /OH | History | Reduced | 124,912 | 8,435 | 5.18% | 5.23% | 628 | -2,759 | -2.16% | Q1 2026 | Apr 24, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 124,755 | 8,424 | 2.05% | 1.69% | 629 | +21,119 | 20.38% | Q1 2026 | Apr 10, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 124,344 | 8,397 | 4.03% | 3.98% | 630 | -362 | -0.29% | Q1 2026 | Apr 14, 2026 |
| Montis Financial, LLC | History | Reduced | 124,128 | 8,382 | 1.73% | 1.63% | 631 | -827 | -0.66% | Q1 2026 | May 11, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 112,834 | 8,348 | 3.67% | 3.51% | 632 | +3,162 | 2.88% | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Added to | 122,542 | 8,275 | 0.09% | 0.05% | 633 | +62,316 | 103.47% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 121,700 | 8,218 | 0.13% | 0.11% | 634 | +20,434 | 20.18% | Q1 2026 | May 11, 2026 |
| Econ Financial Services Corp | History | Reduced | 120,850 | 8,161 | 3.79% | 5.42% | 635 | -43,028 | -26.26% | Q1 2026 | Apr 21, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 120,480 | 8,136 | 3.3% | 3.16% | 636 | -1,509 | -1.24% | Q1 2026 | Apr 24, 2026 |
| NWAM LLC | History | Added to | 120,358 | 8,127 | 0.47% | 0.44% | 637 | +3,312 | 2.83% | Q1 2026 | May 04, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 120,285 | 8,122 | 2.43% | 1.73% | 638 | +31,972 | 36.2% | Q1 2026 | May 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 120,060 | 8,107 | 0.02% | 0.02% | 639 | -39,840 | -24.92% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 119,255 | 8,053 | 2.98% | 2.04% | 640 | +34,766 | 41.15% | Q1 2026 | May 04, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 119,172 | 8,047 | 0.89% | 1.53% | 641 | -87,303 | -42.28% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | Reduced | 118,887 | 8,028 | 0.66% | 0.63% | 642 | -1,207 | -1.01% | Q1 2026 | May 15, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 118,778 | 8,021 | 0.36% | 0.33% | 643 | +64 | 0.05% | Q1 2026 | Apr 29, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 117,966 | 7,966 | 2.28% | 2.14% | 644 | -523 | -0.44% | Q1 2026 | Apr 28, 2026 |
| Boltwood Capital Management | History | Added to | 117,820 | 7,956 | 2.03% | 2.01% | 645 | +835 | 0.71% | Q1 2026 | Apr 07, 2026 |
| CITY HOLDING CO | History | Added to | 117,291 | 7,919 | 0.99% | 0.89% | 646 | +7,336 | 6.67% | Q1 2026 | Apr 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 116,676 | 7,879 | 6.76% | 6.69% | 647 | -304 | -0.26% | Q1 2026 | May 11, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 115,630 | 7,808 | 2.09% | 2.36% | 648 | +22,196 | 23.76% | Q1 2026 | Apr 29, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 115,613 | 7,807 | 2.46% | 2.43% | 649 | +2,142 | 1.89% | Q1 2026 | May 08, 2026 |
| Legacy Trust | History | Added to | 115,330 | 7,788 | 1.49% | 1.36% | 650 | +5,001 | 4.53% | Q1 2026 | Apr 14, 2026 |
| Lynx Investment Advisory | History | Added to | 115,326 | 7,787 | 3.72% | 3.54% | 651 | +17,036 | 17.33% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 115,064 | 7,769 | 0.08% | 0.08% | 652 | +12,576 | 12.27% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 114,898 | 7,759 | 2.29% | 2.25% | 653 | -1,517 | -1.3% | Q1 2026 | Apr 22, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 114,779 | 7,751 | 0.87% | 0.8% | 654 | +3,915 | 3.53% | Q1 2026 | Apr 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 114,703 | 7,745 | 0.24% | 0.23% | 655 | +3,310 | 2.97% | Q1 2026 | Apr 27, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 113,692 | 7,677 | 0.97% | 1.29% | 656 | -48,790 | -30.03% | Q1 2026 | Apr 24, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 113,629 | 7,673 | 0.02% | 0.02% | 657 | -4,882 | -4.12% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 113,160 | 7,641 | 0.93% | 0.9% | 658 | +528 | 0.47% | Q1 2026 | Apr 23, 2026 |
| Alliance Wealth Management Group | History | Added to | 113,099 | 7,640 | 1.67% | 1.56% | 659 | +5,732 | 5.34% | Q1 2026 | Apr 29, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 113,115 | 7,638 | 7.43% | 7.26% | 660 | +1,082 | 0.97% | Q1 2026 | May 11, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 113,003 | 7,631 | 1.44% | 1.4% | 661 | +1,355 | 1.21% | Q1 2026 | Apr 13, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 112,700 | 7,610 | 3.22% | 3.04% | 662 | +4,105 | 3.78% | Q1 2026 | Apr 20, 2026 |
| Wedmont Private Capital | History | Added to | 107,648 | 7,592 | 0.24% | 0.25% | 663 | +3,629 | 3.49% | Q1 2026 | Apr 09, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 112,087 | 7,569 | 1.38% | 1.31% | 664 | -1,054 | -0.93% | Q1 2026 | May 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 111,752 | 7,546 | 0.11% | 0.11% | 665 | +2,763 | 2.54% | Q1 2026 | Apr 09, 2026 |
| New Hampshire Trust | History | Reduced | 111,683 | 7,541 | 1.52% | 1.51% | 666 | -5,668 | -4.83% | Q1 2026 | Apr 20, 2026 |
| TCTC Holdings, LLC | History | Added to | 111,382 | 7,521 | 0.21% | 0.21% | 667 | +3,323 | 3.08% | Q1 2026 | May 07, 2026 |
| Scarborough Advisors, LLC | History | New | 111,290 | 7,515 | 0.82% | — | 668 | +111,290 | New | Q1 2026 | May 07, 2026 |
| BIRCHBROOK, INC. | History | Added to | 111,192 | 7,508 | 3.68% | 3.6% | 669 | +1,804 | 1.65% | Q1 2026 | Apr 08, 2026 |
| EPG Wealth Management LLC | History | Added to | 110,854 | 7,485 | 2.03% | 1.95% | 670 | +883 | 0.8% | Q1 2026 | May 07, 2026 |
| Financial Council, LLC | History | Added to | 110,728 | 7,477 | 2.88% | 2.86% | 671 | +2,052 | 1.89% | Q1 2026 | Apr 21, 2026 |
| Wealth Care LLC | History | New | 110,154 | 7,438 | 6.61% | — | 672 | +110,154 | New | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 109,553 | 7,398 | 0.45% | 0.44% | 673 | +3,913 | 3.7% | Q1 2026 | Apr 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 108,201 | 7,377 | 0.23% | 0.19% | 674 | -16,256 | -13.06% | Q1 2026 | Apr 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 109,080 | 7,366 | 0.41% | 0.35% | 675 | +7,521 | 7.41% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 108,997 | 7,360 | 0.16% | 0.17% | 676 | -14,322 | -11.61% | Q1 2026 | May 15, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 108,561 | 7,331 | 3.36% | 3.22% | 677 | +5,165 | 5.0% | Q1 2026 | May 14, 2026 |
| Keenan, LLC | History | Reduced | 108,684 | 7,318 | 6.17% | 6.58% | 678 | -4,652 | -4.1% | Q1 2026 | Apr 22, 2026 |
| Coign Capital Advisors LLC | History | Added to | 107,907 | 7,286 | 3.83% | 3.46% | 679 | +7,679 | 7.66% | Q1 2026 | May 14, 2026 |
| Stephenson & Company, Inc. | History | Added to | 107,702 | 7,273 | 3.94% | 3.78% | 680 | +3,363 | 3.22% | Q1 2026 | May 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 107,574 | 7,264 | 0.66% | 0.67% | 681 | +2,149 | 2.04% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 107,374 | 7,251 | 0.23% | — | 682 | +107,374 | New | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 107,102 | 7,232 | 0.09% | 0.09% | 683 | +2,656 | 2.54% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 107,060 | 7,229 | 0.16% | 0.15% | 684 | +2,904 | 2.79% | Q1 2026 | May 14, 2026 |
| Factorial Partners, LLC | History | Added to | 106,900 | 7,218 | 5.24% | 3.11% | 685 | +35,600 | 49.93% | Q1 2026 | May 13, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 106,613 | 7,199 | 3.81% | 3.84% | 686 | +8,037 | 8.15% | Q1 2026 | May 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 106,453 | 7,188 | 2.87% | 2.94% | 687 | -1,387 | -1.29% | Q1 2026 | Apr 21, 2026 |
| Gotham Asset Management, LLC | History | Added to | 106,124 | 7,166 | 0.02% | 0.01% | 688 | +55,139 | 108.15% | Q1 2026 | May 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 105,981 | 7,156 | 1.43% | 1.41% | 689 | -153 | -0.14% | Q1 2026 | May 14, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 105,905 | 7,151 | 1.0% | 1.03% | 690 | -11,588 | -9.86% | Q1 2026 | Apr 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 105,742 | 7,140 | 0.68% | 0.66% | 691 | -35 | -0.03% | Q1 2026 | Apr 23, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 105,464 | 7,122 | 3.68% | 3.53% | 692 | -4,217 | -3.84% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 105,294 | 7,110 | 0.03% | 0.02% | 694 | +36,048 | 52.06% | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 105,290 | 7,110 | 0.05% | 0.05% | 693 | +194 | 0.18% | Q1 2026 | May 15, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 103,518 | 7,086 | 4.14% | 4.13% | 695 | -634 | -0.61% | Q1 2026 | Apr 08, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 104,099 | 7,029 | 1.94% | 1.92% | 696 | -1,145 | -1.09% | Q1 2026 | May 08, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 104,018 | 7,024 | 2.81% | 2.59% | 697 | +3,553 | 3.54% | Q1 2026 | Apr 23, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 106,294 | 7,015 | 0.65% | 0.63% | 698 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 103,378 | 6,981 | 0.39% | 0.36% | 699 | +5,627 | 5.76% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 103,206 | 6,970 | 0.11% | 0.11% | 700 | -1,819 | -1.73% | Q1 2026 | Apr 14, 2026 |
| Fiduciary Group, LLC | History | Reduced | 103,196 | 6,968 | 0.6% | 0.59% | 701 | -3,256 | -3.06% | Q1 2026 | May 11, 2026 |
| Vantage Financial Partners, LLC | History | No change | 105,249 | 6,946 | 1.41% | 1.41% | 702 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 102,205 | 6,901 | 3.77% | 3.86% | 703 | -5,313 | -4.94% | Q1 2026 | Apr 21, 2026 |
| First National Bank of Hutchinson | History | Reduced | 102,134 | 6,897 | 4.4% | 4.07% | 704 | -3,021 | -2.87% | Q1 2026 | May 04, 2026 |
| Madrid Financial Services | History | New | 102,126 | 6,896 | 4.07% | — | 705 | +102,126 | New | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 102,081 | 6,893 | 1.54% | 1.57% | 706 | -173 | -0.17% | Q1 2026 | Apr 15, 2026 |
| EWA, LLC | History | Reduced | 101,894 | 6,880 | 1.56% | 2.14% | 707 | -30,649 | -23.12% | Q1 2026 | Apr 23, 2026 |
| Alpha Financial Partners LLC | History | Reduced | 101,743 | 6,870 | 4.07% | 4.64% | 708 | -13,418 | -11.65% | Q1 2026 | May 13, 2026 |
| Dentgroup LLC | History | No change | 103,674 | 6,842 | 4.7% | 4.7% | 709 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 101,225 | 6,835 | 0.05% | 0.05% | 710 | -2,346 | -2.27% | Q1 2026 | May 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 96,943 | 6,829 | 0.82% | 0.78% | 711 | +8,371 | 9.45% | Q1 2026 | Apr 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 101,094 | 6,826 | 0.78% | 0.75% | 712 | +2,669 | 2.71% | Q1 2026 | May 14, 2026 |
| LifeWealth Investments, LLC | History | Added to | 100,819 | 6,808 | 2.03% | 1.72% | 713 | +18,475 | 22.44% | Q1 2026 | Apr 20, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 100,624 | 6,795 | 0.35% | 0.37% | 714 | -3,922 | -3.75% | Q1 2026 | May 15, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 100,141 | 6,762 | 2.43% | 2.8% | 715 | -18,206 | -15.38% | Q1 2026 | May 06, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 100,125 | 6,761 | 0.89% | 0.81% | 716 | +6,253 | 6.66% | Q1 2026 | May 04, 2026 |
| Park Place Capital Corp | History | Reduced | 99,862 | 6,743 | 1.35% | 1.39% | 717 | -1,607 | -1.58% | Q1 2026 | Apr 09, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 99,816 | 6,740 | 4.66% | 4.84% | 718 | +2,986 | 3.08% | Q1 2026 | Apr 21, 2026 |
| BANK OF HAWAII | History | Added to | 99,578 | 6,724 | 0.35% | 0.31% | 719 | +3,768 | 3.93% | Q1 2026 | May 14, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 99,325 | 6,707 | 5.61% | 5.28% | 720 | +4,213 | 4.43% | Q1 2026 | May 08, 2026 |
| Sound Stewardship, LLC | History | Added to | 99,245 | 6,702 | 3.07% | 3.08% | 721 | +1,804 | 1.85% | Q1 2026 | Apr 10, 2026 |
| Global Wealth Management, LLC | History | Reduced | 99,229 | 6,700 | 3.65% | 3.55% | 722 | -728 | -0.73% | Q1 2026 | Apr 16, 2026 |
| Centennial Bank/AR/ | History | Reduced | 98,515 | 6,652 | 2.39% | 2.59% | 723 | -226 | -0.23% | Q1 2026 | May 06, 2026 |
| Goldstein Advisors, LLC | History | Added to | 97,127 | 6,558 | 0.73% | 0.73% | 724 | +575 | 0.6% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 97,043 | 6,553 | 0.37% | 0.36% | 725 | -19 | -0.02% | Q1 2026 | Apr 24, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 96,883 | 6,542 | 6.54% | 6.32% | 726 | +1,873 | 1.97% | Q1 2026 | Apr 16, 2026 |
| Bellwether Advisors, LLC | History | Added to | 96,803 | 6,537 | 1.11% | 0.98% | 727 | +3,522 | 3.78% | Q1 2026 | May 12, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 96,605 | 6,522 | 3.79% | 3.7% | 728 | +2,443 | 2.59% | Q1 2026 | May 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 96,346 | 6,507 | 1.43% | 1.36% | 729 | +2,609 | 2.78% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 96,229 | 6,498 | 0.11% | 0.02% | 730 | +85,384 | 787.31% | Q1 2026 | May 15, 2026 |
| Friedenthal Financial | History | Added to | 96,109 | 6,490 | 3.25% | 3.22% | 731 | +1,109 | 1.17% | Q1 2026 | Apr 20, 2026 |
| ALLSTATE CORP | History | Added to | 96,058 | 6,486 | 0.07% | 0.01% | 732 | +87,108 | 973.27% | Q1 2026 | May 11, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 95,692 | 6,462 | 0.67% | 0.76% | 733 | -16,416 | -14.64% | Q1 2026 | Apr 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 95,438 | 6,444 | 2.15% | 1.75% | 734 | +3,973 | 4.34% | Q1 2026 | Apr 29, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 95,043 | 6,418 | 2.78% | 2.75% | 735 | -3,492 | -3.54% | Q1 2026 | Apr 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 94,993 | 6,414 | 0.56% | 0.55% | 736 | -3,834 | -3.88% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 94,695 | 6,394 | 0.16% | 0.15% | 737 | +1,209 | 1.29% | Q1 2026 | Apr 29, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 94,657 | 6,392 | 4.79% | 4.42% | 738 | +11,214 | 13.44% | Q1 2026 | Apr 24, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 94,364 | 6,372 | 0.37% | 0.4% | 739 | -6,564 | -6.5% | Q1 2026 | May 14, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 94,218 | 6,362 | 1.35% | — | 741 | +94,218 | New | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 94,220 | 6,362 | 1.46% | 1.57% | 740 | -3,396 | -3.48% | Q1 2026 | May 08, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 93,806 | 6,334 | 0.65% | 0.64% | 742 | +2,866 | 3.15% | Q1 2026 | May 06, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 93,612 | 6,321 | 1.04% | 0.98% | 743 | -2,499 | -2.6% | Q1 2026 | Apr 24, 2026 |
| BayBridge Capital Group, LLC | History | No change | 95,622 | 6,311 | 3.91% | 3.91% | 744 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 93,214 | 6,294 | 0.26% | — | 745 | +93,214 | New | Q1 2026 | May 14, 2026 |
| Next Capital Management LLC | History | Added to | 92,174 | 6,224 | 1.88% | 1.71% | 746 | +11,417 | 14.14% | Q1 2026 | May 07, 2026 |
| American National Bank of Texas | History | Added to | 92,172 | 6,224 | 5.93% | 5.45% | 747 | +6,256 | 7.28% | Q1 2026 | Apr 09, 2026 |
| Great Diamond Partners, LLC | History | Added to | 92,030 | 6,214 | 1.2% | 1.08% | 748 | +6,930 | 8.14% | Q1 2026 | May 12, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 91,912 | 6,206 | 3.63% | 0.45% | 749 | +78,856 | 603.98% | Q1 2026 | May 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 91,626 | 6,187 | 0.4% | 0.37% | 750 | +5,800 | 6.76% | Q1 2026 | Apr 16, 2026 |
| Hi-Line Capital Management, LLC | History | Added to | 91,301 | 6,165 | 1.94% | 1.81% | 751 | +8,952 | 10.87% | Q1 2026 | Apr 27, 2026 |
| Curat Global, LLC | History | Added to | 91,134 | 6,154 | 6.06% | 5.46% | 752 | +16,720 | 22.47% | Q1 2026 | Apr 21, 2026 |
| Slagle Financial, LLC | History | Added to | 90,670 | 6,122 | 2.02% | 1.99% | 753 | +4,472 | 5.19% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 90,638 | 6,120 | 0.03% | 0.03% | 754 | +22,924 | 33.85% | Q1 2026 | May 13, 2026 |
| Abundance Wealth Counselors | History | Added to | 90,097 | 6,084 | 0.87% | 0.85% | 755 | +13,641 | 17.84% | Q1 2026 | Apr 22, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 90,013 | 6,078 | 3.93% | 4.63% | 756 | -17,357 | -16.17% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 89,065 | 6,014 | 0.01% | 0.01% | 757 | +3,013 | 3.5% | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 89,000 | 6,010 | 0.0% | 0.0% | 758 | -17,700 | -16.59% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 88,925 | 6,005 | 0.17% | 0.17% | 759 | +4,500 | 5.33% | Q1 2026 | Apr 09, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 88,377 | 5,968 | 1.36% | 1.31% | 760 | -142 | -0.16% | Q1 2026 | Apr 15, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 88,349 | 5,966 | 0.9% | 0.44% | 761 | +41,609 | 89.02% | Q1 2026 | May 14, 2026 |
| FULTON BANK, N.A. | History | Added to | 88,253 | 5,959 | 0.21% | 0.19% | 762 | +5,431 | 6.56% | Q1 2026 | Apr 24, 2026 |
| Hilltop Partners LLC | History | Reduced | 88,144 | 5,952 | 1.53% | 5.18% | 763 | -216,528 | -71.07% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 87,952 | 5,939 | 0.2% | 0.18% | 764 | +5,979 | 7.29% | Q1 2026 | May 14, 2026 |
| InvesTrust | History | Added to | 87,855 | 5,932 | 2.49% | 2.24% | 765 | +55 | 0.06% | Q1 2026 | Apr 07, 2026 |
| SYON CAPITAL LLC | History | Reduced | 87,813 | 5,930 | 0.3% | 0.29% | 766 | -348 | -0.39% | Q1 2026 | May 13, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 87,693 | 5,921 | 1.51% | 1.51% | 767 | -1,493 | -1.67% | Q1 2026 | Apr 22, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 87,441 | 5,904 | 4.32% | 4.07% | 768 | +3,256 | 3.87% | Q1 2026 | May 08, 2026 |
| GreatBanc Trust CO | History | Reduced | 87,287 | 5,894 | 4.12% | 4.07% | 769 | -250 | -0.29% | Q1 2026 | Apr 30, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 87,218 | 5,889 | 1.33% | 1.31% | 770 | -568 | -0.65% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 87,172 | 5,886 | 0.29% | 0.3% | 771 | -347 | -0.4% | Q1 2026 | Apr 23, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 87,046 | 5,878 | 4.39% | 4.22% | 772 | -726 | -0.83% | Q1 2026 | Apr 08, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 81,956 | 5,865 | 0.8% | 0.85% | 773 | +14,766 | 21.98% | Q1 2026 | May 11, 2026 |
| WLTH Capital Management, LLC | History | Added to | 86,823 | 5,863 | 4.6% | 4.62% | 774 | +2,911 | 3.47% | Q1 2026 | Apr 10, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 86,596 | 5,847 | 0.93% | 0.82% | 775 | +19,533 | 29.13% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Added to | 86,546 | 5,844 | 0.17% | 0.06% | 776 | +56,981 | 192.73% | Q1 2026 | May 13, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 86,275 | 5,826 | 0.95% | 0.93% | 777 | +2,576 | 3.08% | Q1 2026 | Apr 21, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 86,240 | 5,823 | 1.7% | 4.76% | 779 | -160,233 | -65.01% | Q1 2026 | May 01, 2026 |
| Hilltop Holdings Inc. | History | Added to | 86,236 | 5,823 | 0.52% | 0.33% | 778 | +2,487 | 2.97% | Q1 2026 | May 14, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 86,014 | 5,808 | 2.69% | 2.6% | 780 | +790 | 0.93% | Q1 2026 | May 05, 2026 |
| Greenfield Savings Bank | History | Added to | 85,874 | 5,799 | 2.47% | 2.34% | 781 | +1,535 | 1.82% | Q1 2026 | Apr 16, 2026 |
| Colonial Trust Co / SC | History | Reduced | 85,746 | 5,790 | 0.79% | 0.76% | 782 | -388 | -0.45% | Q1 2026 | May 12, 2026 |
| United Bank | History | Reduced | 85,667 | 5,785 | 1.92% | 1.92% | 783 | -206 | -0.24% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Reduced | 85,298 | 5,760 | 0.11% | 0.11% | 784 | -1,047 | -1.21% | Q1 2026 | Apr 17, 2026 |
| Rathbones Group PLC | History | Reduced | 85,285 | 5,759 | 0.02% | 0.02% | 785 | -905 | -1.05% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 84,794 | 5,726 | 0.07% | 0.06% | 786 | +3,817 | 4.71% | Q1 2026 | Apr 16, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 84,722 | 5,721 | 0.75% | 0.15% | 787 | +69,351 | 451.18% | Q1 2026 | Apr 28, 2026 |
| United Community Bank | History | Added to | 84,663 | 5,717 | 1.91% | 1.96% | 788 | +6,284 | 8.02% | Q1 2026 | Apr 24, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 84,287 | 5,691 | 1.34% | 1.28% | 789 | +2,632 | 3.22% | Q1 2026 | May 05, 2026 |
| Souders Financial Advisors | History | Reduced | 83,811 | 5,659 | 0.65% | 0.65% | 790 | -1,866 | -2.18% | Q1 2026 | May 04, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 83,760 | 5,656 | 0.58% | 0.51% | 791 | +11,518 | 15.94% | Q1 2026 | May 15, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 83,648 | 5,649 | 0.41% | 0.37% | 792 | +81,569 | 3923.47% | Q1 2026 | May 21, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 83,594 | 5,645 | 1.83% | 1.77% | 793 | +2,668 | 3.3% | Q1 2026 | May 01, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 83,490 | 5,638 | 4.29% | 4.79% | 794 | -3,199 | -3.69% | Q1 2026 | Apr 21, 2026 |
| Hilltop National Bank | History | Reduced | 83,194 | 5,618 | 1.34% | 1.35% | 795 | -1,626 | -1.92% | Q1 2026 | Apr 02, 2026 |
| MSH Capital Advisors LLC | History | Added to | 83,083 | 5,610 | 1.19% | 1.13% | 796 | +3,201 | 4.01% | Q1 2026 | May 08, 2026 |
| Busey Bank | History | Reduced | 82,706 | 5,585 | 0.15% | 0.19% | 797 | -26,777 | -24.46% | Q1 2026 | Apr 28, 2026 |
| Canal Capital Management, LLC | History | Reduced | 81,937 | 5,533 | 0.75% | 1.16% | 798 | -41,634 | -33.69% | Q1 2026 | Apr 27, 2026 |
| IronBridge Private Wealth, LLC | History | Reduced | 81,882 | 5,529 | 1.78% | 4.81% | 799 | -150,870 | -64.82% | Q1 2026 | May 13, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 81,554 | 5,507 | 4.05% | 3.98% | 800 | -545 | -0.66% | Q1 2026 | Apr 22, 2026 |
| National Wealth Management Group, LLC | History | Added to | 81,344 | 5,493 | 2.05% | 1.16% | 801 | +30,586 | 60.26% | Q1 2026 | May 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 81,340 | 5,492 | 0.04% | 0.04% | 802 | -2,208 | -2.64% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 81,295 | 5,489 | 0.27% | 0.28% | 803 | -5,597 | -6.44% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 80,438 | 5,432 | 0.35% | 0.4% | 804 | -11,139 | -12.16% | Q1 2026 | Apr 15, 2026 |
| FC Advisory LLC | History | Reduced | 80,366 | 5,427 | 1.58% | 1.54% | 805 | -636 | -0.79% | Q1 2026 | Apr 14, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 80,307 | 5,423 | 0.3% | 0.32% | 806 | -3,050 | -3.66% | Q1 2026 | May 13, 2026 |
| Palisade Asset Management, LLC | History | Added to | 80,188 | 5,415 | 0.54% | 0.5% | 807 | +1,860 | 2.37% | Q1 2026 | Apr 14, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 79,830 | 5,390 | 0.61% | 0.55% | 808 | +685 | 0.87% | Q1 2026 | May 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 79,815 | 5,389 | 0.43% | 0.4% | 809 | +1,395 | 1.78% | Q1 2026 | May 13, 2026 |
| Braeburn Wealth Management LLC | History | Added to | 79,579 | 5,373 | 3.07% | 1.91% | 810 | +22,897 | 40.4% | Q1 2026 | Apr 17, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 79,520 | 5,370 | 4.06% | 4.43% | 811 | -10,994 | -12.15% | Q1 2026 | Apr 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 79,130 | 5,343 | 0.0% | 0.01% | 812 | -24,049 | -23.31% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 79,031 | 5,336 | 0.29% | 0.33% | 813 | -4,864 | -5.8% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 78,873 | 5,326 | 0.42% | 0.38% | 814 | +3,059 | 4.03% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Reduced | 78,817 | 5,322 | 0.11% | 0.19% | 815 | -54,975 | -41.09% | Q1 2026 | May 01, 2026 |
| WELCH & FORBES LLC | History | Added to | 78,706 | 5,315 | 0.07% | 0.06% | 816 | +9,841 | 14.29% | Q1 2026 | May 01, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 78,652 | 5,311 | 1.27% | 1.63% | 817 | -30,204 | -27.75% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 78,660 | 5,311 | 0.12% | 0.12% | 818 | +3,839 | 5.13% | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 78,160 | 5,278 | 0.09% | 0.08% | 819 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 78,142 | 5,276 | 1.36% | 1.59% | 820 | -13,135 | -14.39% | Q1 2026 | Apr 09, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 78,022 | 5,268 | 1.11% | 0.9% | 821 | +12,418 | 18.93% | Q1 2026 | Apr 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 78,004 | 5,267 | 3.49% | 3.5% | 822 | +186 | 0.24% | Q1 2026 | Apr 21, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 77,912 | 5,261 | 0.2% | 0.2% | 823 | -2,393 | -2.98% | Q1 2026 | Apr 16, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 77,836 | 5,256 | 1.69% | 1.7% | 824 | -14,818 | -15.99% | Q1 2026 | May 06, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 76,845 | 5,189 | 1.87% | 2.06% | 825 | -7,976 | -9.4% | Q1 2026 | Apr 29, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 76,817 | 5,187 | 1.91% | 1.84% | 826 | -185 | -0.24% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 76,086 | 5,138 | 0.46% | 0.49% | 827 | -9,400 | -11.0% | Q1 2026 | Apr 30, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 76,062 | 5,136 | 4.19% | 3.84% | 828 | +5,332 | 7.54% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | Added to | 75,965 | 5,129 | 0.0% | 0.0% | 829 | +31,334 | 70.21% | Q1 2026 | May 05, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 75,613 | 5,106 | 3.55% | 3.39% | 831 | +567 | 0.76% | Q1 2026 | May 08, 2026 |
| NEPC LLC | History | Added to | 75,615 | 5,106 | 0.1% | 0.11% | 830 | +137 | 0.18% | Q1 2026 | May 15, 2026 |
| FCA CORP /TX | History | Reduced | 75,583 | 5,104 | 1.44% | 1.6% | 832 | -10,084 | -11.77% | Q1 2026 | May 14, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 75,582 | 5,104 | 5.29% | 4.94% | 833 | +722 | 0.96% | Q1 2026 | Apr 09, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 75,400 | 5,091 | 2.9% | 3.13% | 834 | -476 | -0.63% | Q1 2026 | Apr 16, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 75,060 | 5,068 | 2.78% | 2.82% | 835 | -1,650 | -2.15% | Q1 2026 | Apr 27, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 74,926 | 5,059 | 0.08% | 0.07% | 836 | -951 | -1.25% | Q1 2026 | May 15, 2026 |
| May Barnhard Investments LLC | History | Reduced | 74,580 | 5,036 | 2.44% | 2.35% | 837 | -643 | -0.85% | Q1 2026 | May 13, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 74,414 | 5,025 | 0.74% | 0.67% | 838 | +8,335 | 12.61% | Q1 2026 | May 11, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 74,356 | 5,021 | 0.91% | 0.5% | 839 | -1,127 | -1.49% | Q1 2026 | Apr 21, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 74,204 | 5,011 | 0.07% | — | 840 | +74,204 | New | Q1 2026 | May 01, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 74,118 | 5,005 | 5.37% | — | 841 | +74,118 | New | Q1 2026 | Apr 20, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 73,759 | 4,980 | 2.11% | 2.09% | 842 | +1,486 | 2.06% | Q1 2026 | May 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 73,445 | 4,959 | 0.53% | 0.63% | 843 | -13,144 | -15.18% | Q1 2026 | Apr 20, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 73,199 | 4,943 | 0.05% | 0.05% | 844 | -491 | -0.67% | Q1 2026 | Apr 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 72,975 | 4,928 | 0.54% | 0.78% | 845 | -36,050 | -33.07% | Q1 2026 | Apr 29, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 72,797 | 4,915 | 2.37% | 2.3% | 847 | +1,893 | 2.67% | Q1 2026 | May 08, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 72,787 | 4,915 | 1.43% | 1.39% | 846 | +564 | 0.78% | Q1 2026 | Apr 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 72,573 | 4,900 | 0.14% | 0.12% | 848 | +5,625 | 8.4% | Q1 2026 | May 12, 2026 |
| One Day In July LLC | History | Reduced | 72,544 | 4,898 | 0.39% | 0.4% | 849 | -1,064 | -1.45% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 72,022 | 4,864 | 0.01% | 0.01% | 850 | +15,034 | 26.38% | Q1 2026 | May 14, 2026 |
| Tenzing Financial LLC | History | Added to | 67,876 | 4,833 | 3.63% | 3.25% | 852 | +7,236 | 11.93% | Q1 2026 | Apr 15, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 71,582 | 4,833 | 5.05% | 4.98% | 851 | -2,133 | -2.89% | Q1 2026 | May 04, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 71,525 | 4,830 | 0.98% | 0.97% | 853 | -2,841 | -3.82% | Q1 2026 | Apr 15, 2026 |
| Jeter Robert S II | History | New | 64,977 | 4,807 | 4.79% | — | 854 | +64,977 | New | Q1 2026 | May 11, 2026 |
| BSW Wealth Partners | History | Reduced | 70,734 | 4,776 | 0.58% | 0.57% | 855 | -1,187 | -1.65% | Q1 2026 | Apr 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 70,686 | 4,773 | 1.44% | 2.04% | 856 | -32,755 | -31.67% | Q1 2026 | Apr 22, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 70,183 | 4,739 | 0.74% | 0.66% | 857 | +5,047 | 7.75% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 70,048 | 4,730 | 0.36% | 0.35% | 858 | -516 | -0.73% | Q1 2026 | Apr 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 69,827 | 4,715 | 0.28% | 0.27% | 859 | -50 | -0.07% | Q1 2026 | May 13, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 69,581 | 4,698 | 2.04% | 2.3% | 860 | -7,891 | -10.19% | Q1 2026 | May 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 69,223 | 4,674 | 0.9% | 0.83% | 861 | +7,532 | 12.21% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 65,994 | 4,663 | 0.26% | 0.31% | 862 | -12,969 | -16.42% | Q1 2026 | Apr 17, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 69,056 | 4,663 | 2.95% | 2.68% | 863 | +5,559 | 8.75% | Q1 2026 | Apr 22, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 68,967 | 4,657 | 1.38% | 1.41% | 864 | -1,844 | -2.6% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 68,200 | 4,605 | 0.07% | 0.07% | 865 | +395 | 0.58% | Q1 2026 | Apr 27, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 67,634 | 4,567 | 2.46% | 2.65% | 866 | -4,729 | -6.54% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 67,366 | 4,549 | 0.26% | 0.26% | 867 | +34,387 | 104.27% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 67,329 | 4,547 | 0.05% | 0.05% | 868 | +4,534 | 7.22% | Q1 2026 | May 12, 2026 |
| RDA Financial Network | History | Added to | 67,289 | 4,544 | 1.14% | 1.04% | 869 | +1,735 | 2.65% | Q1 2026 | Apr 08, 2026 |
| Breakwater Capital Group | History | Added to | 67,196 | 4,537 | 0.61% | 0.6% | 870 | +1,701 | 2.6% | Q1 2026 | Apr 20, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 66,740 | 4,506 | 0.89% | 0.93% | 871 | -465 | -0.69% | Q1 2026 | Apr 14, 2026 |
| Forza Wealth Management, LLC | History | Added to | 66,452 | 4,487 | 1.56% | 1.58% | 872 | +55 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Alhambra Investment Management LLC | History | Added to | 65,771 | 4,441 | 2.05% | 1.97% | 873 | +1,695 | 2.65% | Q1 2026 | Apr 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 67,588 | 4,433 | 1.47% | 1.45% | 874 | +702 | 1.05% | Q1 2026 | Apr 27, 2026 |
| NOVEM GROUP | History | Reduced | 65,499 | 4,423 | 0.51% | 0.5% | 875 | -234 | -0.36% | Q1 2026 | Apr 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 65,342 | 4,412 | 0.2% | 0.23% | 876 | +1,801 | 2.83% | Q1 2026 | Apr 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 66,811 | 4,409 | 0.34% | 0.34% | 877 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ETF Store, Inc. | History | Added to | 64,860 | 4,379 | 4.26% | 4.3% | 878 | +1,033 | 1.62% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Reduced | 64,031 | 4,360 | 0.89% | 1.38% | 879 | -3,824 | -5.64% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | Reduced | 64,462 | 4,353 | 0.46% | 0.51% | 881 | -3,173 | -4.69% | Q1 2026 | Apr 29, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 64,465 | 4,353 | 0.25% | 0.25% | 880 | -585 | -0.9% | Q1 2026 | Apr 29, 2026 |
| CRA Financial Services, LLC | History | Reduced | 64,414 | 4,349 | 0.56% | 0.6% | 882 | -5,033 | -7.25% | Q1 2026 | Apr 09, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 64,296 | 4,341 | 2.76% | 2.64% | 883 | -455 | -0.7% | Q1 2026 | Apr 24, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 64,244 | 4,338 | 0.4% | 0.31% | 884 | +9,237 | 16.79% | Q1 2026 | May 15, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 64,231 | 4,337 | 0.84% | 0.62% | 885 | +15,206 | 31.02% | Q1 2026 | May 15, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 63,974 | 4,320 | 3.01% | 2.99% | 886 | +15,169 | 31.08% | Q1 2026 | Apr 22, 2026 |
| Bricktown Capital, LLC | History | No change | 63,970 | 4,319 | 0.85% | 0.71% | 887 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 63,351 | 4,278 | 2.95% | 2.69% | 888 | -362 | -0.57% | Q1 2026 | May 07, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 63,245 | 4,270 | 0.9% | 0.9% | 889 | -1,828 | -2.81% | Q1 2026 | May 05, 2026 |
| Sky Investment Group LLC | History | Reduced | 63,176 | 4,266 | 0.73% | 0.7% | 890 | -660 | -1.03% | Q1 2026 | Apr 16, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 63,149 | 4,264 | 2.81% | 2.82% | 891 | -1,206 | -1.87% | Q1 2026 | Apr 09, 2026 |
| NBT BANK N A /NY | History | Reduced | 62,731 | 4,236 | 0.28% | 0.27% | 892 | -785 | -1.24% | Q1 2026 | Apr 28, 2026 |
| Cadia Private Client LLC | History | Reduced | 62,542 | 4,223 | 3.43% | 3.46% | 893 | -3,507 | -5.31% | Q1 2026 | May 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 62,439 | 4,216 | 0.2% | 0.22% | 894 | -6,465 | -9.38% | Q1 2026 | Apr 28, 2026 |
| Astra Wealth Partners LLC | History | Added to | 62,405 | 4,214 | 2.51% | 2.28% | 895 | +3,552 | 6.04% | Q1 2026 | May 06, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 62,241 | 4,203 | 0.19% | 0.13% | 896 | +16,486 | 36.03% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 61,954 | 4,183 | 0.14% | 0.13% | 897 | +2,398 | 4.03% | Q1 2026 | Apr 22, 2026 |
| ProVise Management Group, LLC | History | Reduced | 61,744 | 4,169 | 0.3% | 0.3% | 898 | -1,364 | -2.16% | Q1 2026 | May 06, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 61,317 | 4,140 | 2.42% | 2.51% | 899 | -819 | -1.32% | Q1 2026 | Apr 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 61,144 | 4,129 | 0.52% | — | 900 | +61,144 | New | Q1 2026 | May 18, 2026 |
| Nilsine Partners, LLC | History | Reduced | 56,669 | 4,127 | 0.32% | 0.34% | 901 | -3,024 | -5.07% | Q1 2026 | Apr 29, 2026 |
| River Wealth Advisors LLC | History | Reduced | 61,043 | 4,122 | 0.47% | 0.45% | 902 | -341 | -0.56% | Q1 2026 | May 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 61,024 | 4,120 | 0.25% | 0.28% | 903 | -10,888 | -15.14% | Q1 2026 | Apr 07, 2026 |
| GenTrust, LLC | History | Added to | 60,734 | 4,101 | 0.18% | 0.17% | 904 | +225 | 0.37% | Q1 2026 | Apr 27, 2026 |
| TICINO WEALTH | History | Reduced | 53,675 | 4,099 | 1.42% | 1.39% | 905 | -3,319 | -5.82% | Q1 2026 | Apr 22, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 60,594 | 4,091 | 3.55% | 3.39% | 906 | +2,310 | 3.96% | Q1 2026 | Apr 21, 2026 |
| HighMark Wealth Management LLC | History | Added to | 60,699 | 4,086 | 1.66% | 1.56% | 907 | +2,632 | 4.53% | Q1 2026 | May 05, 2026 |
| REBALANCE, LLC | History | Reduced | 60,483 | 4,084 | 0.24% | 0.23% | 908 | -184 | -0.3% | Q1 2026 | May 11, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 57,058 | 4,079 | 0.37% | 0.37% | 909 | -884 | -1.53% | Q1 2026 | Apr 20, 2026 |
| Fluent Financial, LLC | History | Added to | 56,944 | 4,054 | 1.48% | 1.43% | 910 | +99 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 60,028 | 4,053 | 0.07% | 0.06% | 911 | +1,836 | 3.16% | Q1 2026 | May 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 59,980 | 4,050 | 1.45% | 1.31% | 912 | +5,128 | 9.35% | Q1 2026 | Apr 23, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Added to | 59,861 | 4,042 | 2.74% | 2.24% | 913 | +7,909 | 15.22% | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 59,849 | 4,041 | 1.63% | 1.59% | 914 | -1,108 | -1.82% | Q1 2026 | May 07, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 55,450 | 4,038 | 0.68% | 0.7% | 915 | -723 | -1.29% | Q1 2026 | May 08, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 1,284,833 | 4,034 | 0.3% | 0.27% | 916 | +9,275 | 0.73% | Q1 2026 | May 15, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 59,512 | 4,018 | 0.49% | 0.49% | 917 | +1,336 | 2.3% | Q1 2026 | May 06, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 59,212 | 3,998 | 0.06% | 0.16% | 918 | -80,129 | -57.51% | Q1 2026 | May 12, 2026 |
| Sachetta, LLC | History | Reduced | 58,179 | 3,928 | 2.13% | 2.14% | 919 | -1,013 | -1.71% | Q1 2026 | May 01, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 58,132 | 3,925 | 0.52% | 0.52% | 920 | +21 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Vericrest Private Wealth | History | Added to | 57,983 | 3,915 | 3.51% | 3.38% | 921 | +307 | 0.53% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 57,885 | 3,909 | 0.24% | 0.18% | 922 | +2,665 | 4.83% | Q1 2026 | Apr 28, 2026 |
| AMES NATIONAL CORP | History | Added to | 57,816 | 3,904 | 2.34% | 2.14% | 923 | +2,461 | 4.45% | Q1 2026 | May 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 57,751 | 3,899 | 0.04% | 0.04% | 924 | -1,178 | -2.0% | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | Added to | 57,302 | 3,869 | 0.47% | 0.49% | 925 | +2,660 | 4.87% | Q1 2026 | Apr 21, 2026 |
| Madson Wealth Advisors Inc | History | New | 57,224 | 3,864 | 3.21% | — | 926 | +57,224 | New | Q1 2026 | Apr 21, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 57,005 | 3,849 | 2.16% | 1.89% | 927 | +5,350 | 10.36% | Q1 2026 | Apr 28, 2026 |
| Beacon Bank & Trust | History | Added to | 56,949 | 3,845 | 0.79% | 0.42% | 928 | +25,694 | 82.21% | Q1 2026 | Apr 28, 2026 |
| Capital Advisor Network LLC | History | New | 56,872 | 3,840 | 4.51% | — | 929 | +56,872 | New | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 56,436 | 3,811 | 0.11% | 0.11% | 930 | -1,565 | -2.7% | Q1 2026 | Apr 14, 2026 |
| Dakota Wealth Management | History | Reduced | 56,327 | 3,803 | 0.08% | 0.07% | 931 | -429 | -0.76% | Q1 2026 | May 07, 2026 |
| Coral Wealth Management, LLC | History | New | 56,169 | 3,793 | 4.24% | — | 932 | +56,169 | New | Q1 2026 | May 15, 2026 |
| Stelac Advisory Services LLC | History | Added to | 56,051 | 3,785 | 0.77% | 0.77% | 933 | +22,951 | 69.34% | Q1 2026 | May 08, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 56,036 | 3,784 | 0.93% | 0.11% | 934 | +49,248 | 725.52% | Q1 2026 | May 15, 2026 |
| HEADINVEST, LLC | History | Reduced | 55,957 | 3,778 | 0.77% | 0.74% | 935 | -490 | -0.87% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 55,939 | 3,777 | 0.41% | 0.4% | 936 | +179 | 0.32% | Q1 2026 | May 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 55,834 | 3,770 | 0.25% | 0.23% | 937 | +1,018 | 1.86% | Q1 2026 | May 13, 2026 |
| LOM Asset Management Ltd | History | Added to | 55,774 | 3,766 | 1.08% | 1.04% | 938 | +1,491 | 2.75% | Q1 2026 | May 05, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 55,739 | 3,764 | 1.04% | 1.09% | 939 | -2,002 | -3.47% | Q1 2026 | Apr 27, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 55,297 | 3,734 | 0.12% | 0.07% | 940 | +19,818 | 55.86% | Q1 2026 | May 15, 2026 |
| Element Wealth, LLC | History | Reduced | 55,248 | 3,730 | 1.54% | 1.8% | 941 | -10,844 | -16.41% | Q1 2026 | May 04, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 55,170 | 3,725 | 1.9% | 1.83% | 942 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GEM Asset Management, LLC | History | Added to | 55,025 | 3,715 | 1.64% | 1.65% | 943 | +694 | 1.28% | Q1 2026 | Apr 10, 2026 |
| AWM CAPITAL, LLC | History | Added to | 55,009 | 3,714 | 0.34% | 0.18% | 944 | +25,005 | 83.34% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 56,279 | 3,714 | 0.07% | 0.07% | 945 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Counterweight Ventures, LLC | History | Reduced | 54,761 | 3,698 | 2.07% | 2.06% | 946 | -1,010 | -1.81% | Q1 2026 | Apr 27, 2026 |
| HM PAYSON & CO | History | Reduced | 54,668 | 3,691 | 0.05% | 0.05% | 947 | -2,438 | -4.27% | Q1 2026 | Apr 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 54,575 | 3,685 | 0.33% | 0.34% | 948 | +10,403 | 23.55% | Q1 2026 | May 12, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 54,554 | 3,684 | 0.6% | 0.59% | 949 | +1,749 | 3.31% | Q1 2026 | May 14, 2026 |
| STAR Financial Bank | History | Reduced | 54,179 | 3,658 | 1.73% | 2.17% | 950 | -10,146 | -15.77% | Q1 2026 | May 08, 2026 |
| Private Capital Management, LLC | History | Added to | 54,042 | 3,649 | 0.36% | 0.3% | 951 | +4,440 | 8.95% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 54,021 | 3,648 | 0.16% | 0.16% | 952 | -146 | -0.27% | Q1 2026 | May 05, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 52,570 | 3,646 | 3.38% | 3.38% | 953 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| KPP Advisory Services LLC | History | Reduced | 53,967 | 3,644 | 0.53% | 0.53% | 954 | -880 | -1.6% | Q1 2026 | Apr 24, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 53,930 | 3,641 | 0.02% | 0.02% | 955 | -1,575 | -2.84% | Q1 2026 | May 07, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 53,868 | 3,637 | 0.33% | — | 956 | +53,868 | New | Q1 2026 | Apr 08, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 53,757 | 3,630 | 0.22% | 0.27% | 957 | -12,073 | -18.34% | Q1 2026 | May 14, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 53,444 | 3,609 | 0.84% | 0.85% | 958 | -2,587 | -4.62% | Q1 2026 | Apr 17, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 53,436 | 3,608 | 5.54% | 1.88% | 959 | +580 | 1.1% | Q1 2026 | May 04, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 53,406 | 3,607 | 0.11% | 0.11% | 960 | -2,313 | -4.15% | Q1 2026 | Apr 24, 2026 |
| Caprock Group, LLC | History | Reduced | 53,336 | 3,601 | 0.09% | 0.08% | 961 | -3,198 | -5.66% | Q1 2026 | May 11, 2026 |
| Variant Private Wealth, LLC | History | Added to | 53,290 | 3,598 | 4.36% | 3.65% | 962 | +31 | 0.06% | Q1 2026 | May 15, 2026 |
| 360 Financial, Inc. | History | Reduced | 53,217 | 3,593 | 1.08% | 1.11% | 963 | -2,673 | -4.78% | Q1 2026 | May 07, 2026 |
| Capital Developers, LLC | History | Reduced | 52,747 | 3,562 | 3.21% | 3.21% | 965 | -1,485 | -2.74% | Q1 2026 | May 08, 2026 |
| Arlington Trust Co LLC | History | No change | 52,748 | 3,562 | 0.31% | 0.35% | 964 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 52,575 | 3,550 | 0.48% | 0.49% | 966 | -1,596 | -2.95% | Q1 2026 | May 04, 2026 |
| Bowman & Co S.C. | History | No change | 53,768 | 3,548 | 1.49% | 1.49% | 967 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Forum Private Client Group LLC | History | Reduced | 52,802 | 3,545 | 1.18% | 1.37% | 968 | -8,091 | -13.29% | Q1 2026 | May 13, 2026 |
| Capital Squared Financial LLC | History | Reduced | 52,394 | 3,538 | 2.7% | 2.74% | 969 | -881 | -1.65% | Q1 2026 | May 01, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 52,277 | 3,530 | 0.21% | 0.18% | 970 | +5,237 | 11.13% | Q1 2026 | Apr 30, 2026 |
| EJMK Ventures LLC | History | Added to | 52,112 | 3,519 | 1.97% | 1.45% | 971 | +16,464 | 46.18% | Q1 2026 | Apr 24, 2026 |
| Gradient Investments LLC | History | Added to | 52,074 | 3,516 | 0.05% | 0.04% | 972 | +18,523 | 55.21% | Q1 2026 | Apr 13, 2026 |
| Petros Family Wealth, LLC | History | Added to | 51,941 | 3,507 | 2.5% | 2.09% | 973 | +4,314 | 9.06% | Q1 2026 | Apr 24, 2026 |
| Clarendon Private LLC | History | Added to | 51,831 | 3,500 | 2.69% | 1.93% | 974 | +17,364 | 50.38% | Q1 2026 | May 11, 2026 |
| Convergence Financial, LLC | History | Reduced | 51,163 | 3,457 | 0.37% | 0.52% | 975 | -3,098 | -5.71% | Q1 2026 | May 11, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 51,110 | 3,451 | 1.51% | 0.59% | 976 | +31,088 | 155.27% | Q1 2026 | May 05, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 50,892 | 3,436 | 0.97% | 0.96% | 977 | +87 | 0.17% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 50,786 | 3,429 | 0.1% | 0.12% | 978 | +1,258 | 2.54% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | Reduced | 50,577 | 3,415 | 0.35% | 0.45% | 979 | -13,599 | -21.19% | Q1 2026 | Apr 23, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 50,493 | 3,409 | 0.81% | 0.8% | 980 | -1,823 | -3.48% | Q1 2026 | Apr 10, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 50,453 | 3,407 | 0.53% | 0.55% | 981 | -478 | -0.94% | Q1 2026 | May 07, 2026 |
| FARMERS TRUST CO | History | Reduced | 50,154 | 3,386 | 0.53% | 0.54% | 982 | -100 | -0.2% | Q1 2026 | Apr 07, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 45,764 | 3,370 | 1.97% | 3.49% | 983 | -28,924 | -38.73% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 49,731 | 3,358 | 0.12% | 0.13% | 984 | -2,663 | -5.08% | Q1 2026 | Apr 20, 2026 |
| Crumly & Associates Inc. | History | Reduced | 49,693 | 3,355 | 0.7% | 0.69% | 985 | -81 | -0.16% | Q1 2026 | Apr 02, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 49,627 | 3,351 | 1.54% | 1.5% | 986 | -191 | -0.38% | Q1 2026 | Apr 24, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 49,512 | 3,343 | 0.35% | 0.34% | 988 | -425 | -0.85% | Q1 2026 | May 04, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 49,510 | 3,343 | 0.13% | 0.12% | 987 | -300 | -0.6% | Q1 2026 | May 01, 2026 |
| Bank of New Hampshire | History | Added to | 49,387 | 3,335 | 0.76% | 0.72% | 989 | +881 | 1.82% | Q1 2026 | Apr 13, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 49,119 | 3,317 | 1.89% | 1.37% | 990 | +11,932 | 32.09% | Q1 2026 | May 05, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 49,050 | 3,312 | 2.16% | 1.82% | 991 | +4,784 | 10.81% | Q1 2026 | Apr 21, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 48,954 | 3,305 | 0.32% | 0.34% | 992 | -2,627 | -5.09% | Q1 2026 | May 15, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 48,882 | 3,300 | 2.79% | 2.79% | 993 | -1,349 | -2.69% | Q1 2026 | Apr 20, 2026 |
| Embree Financial Group | History | Reduced | 48,680 | 3,287 | 0.39% | 0.39% | 994 | -103 | -0.21% | Q1 2026 | Apr 23, 2026 |
| Biltmore Family Office, LLC | History | Added to | 48,344 | 3,264 | 0.46% | 0.33% | 995 | +12,400 | 34.5% | Q1 2026 | May 11, 2026 |
| General Partner, Inc. | History | No change | 48,296 | 3,261 | 1.99% | 1.81% | 996 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 47,966 | 3,239 | 0.32% | 0.36% | 997 | -7,318 | -13.24% | Q1 2026 | May 14, 2026 |
| WRAPMANAGER INC | History | Reduced | 47,757 | 3,225 | 1.12% | 1.28% | 998 | -9,477 | -16.56% | Q1 2026 | May 11, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 47,745 | 3,224 | 0.37% | 0.36% | 999 | -22 | -0.05% | Q1 2026 | May 15, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 47,708 | 3,221 | 1.08% | 1.05% | 1000 | -165 | -0.34% | Q1 2026 | May 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 47,632 | 3,216 | 0.17% | 0.17% | 1001 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 47,528 | 3,209 | 0.61% | 0.54% | 1002 | -726 | -1.5% | Q1 2026 | May 20, 2026 |
| TRB Wealth Management, LLC | History | New | 47,405 | 3,201 | 0.45% | — | 1003 | +47,405 | New | Q1 2026 | May 14, 2026 |
| Cadence Bank | History | No change | 48,369 | 3,192 | 0.19% | 0.19% | 1004 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 47,240 | 3,190 | 0.35% | 0.33% | 1005 | -91 | -0.19% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 47,150 | 3,184 | 0.09% | 0.09% | 1006 | +1,372 | 3.0% | Q1 2026 | Apr 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 46,882 | 3,165 | 0.04% | 0.05% | 1007 | -15,901 | -25.33% | Q1 2026 | Apr 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 48,155 | 3,158 | 0.2% | 0.21% | 1008 | -22,321 | -31.67% | Q1 2026 | Apr 24, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 46,478 | 3,138 | 0.89% | 0.86% | 1009 | -839 | -1.77% | Q1 2026 | Apr 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 46,057 | 3,110 | 0.25% | 0.71% | 1010 | -97,883 | -68.0% | Q1 2026 | Apr 17, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 45,780 | 3,091 | 2.3% | 2.55% | 1011 | -5,690 | -11.05% | Q1 2026 | Apr 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 45,580 | 3,078 | 0.15% | 0.15% | 1012 | -2,346 | -4.9% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 45,478 | 3,071 | 0.06% | 0.06% | 1013 | +914 | 2.05% | Q1 2026 | Apr 17, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 45,369 | 3,063 | 0.01% | 0.01% | 1014 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 45,332 | 3,061 | 1.22% | 1.23% | 1015 | -877 | -1.9% | Q1 2026 | Apr 22, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 45,187 | 3,051 | 0.19% | 0.18% | 1016 | +3,023 | 7.17% | Q1 2026 | Apr 27, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 45,031 | 3,040 | 1.1% | 1.03% | 1017 | +831 | 1.88% | Q1 2026 | May 06, 2026 |
| LPWM LLC | History | Added to | 44,969 | 3,036 | 0.77% | 0.69% | 1018 | +3,804 | 9.24% | Q1 2026 | Apr 08, 2026 |
| Brightwater Advisory LLC | History | Added to | 44,782 | 3,024 | 2.0% | 1.88% | 1019 | +2,668 | 6.34% | Q1 2026 | Apr 30, 2026 |
| Missouri Trust & Investment Co | History | Added to | 44,655 | 3,015 | 0.88% | 0.85% | 1020 | +1,015 | 2.33% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 44,451 | 3,001 | 0.12% | 0.12% | 1021 | +28,284 | 174.95% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 44,421 | 2,999 | 0.24% | 0.26% | 1022 | -4,704 | -9.58% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 44,258 | 2,988 | 0.31% | 0.28% | 1023 | +390 | 0.89% | Q1 2026 | Apr 28, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 44,141 | 2,980 | 2.42% | 2.26% | 1024 | +2,486 | 5.97% | Q1 2026 | May 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 44,091 | 2,977 | 1.08% | 1.2% | 1025 | -10,372 | -19.04% | Q1 2026 | May 12, 2026 |
| SWP FINANCIAL LLC | History | Added to | 44,013 | 2,972 | 1.52% | 1.44% | 1026 | +639 | 1.47% | Q1 2026 | Apr 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 43,980 | 2,969 | 0.13% | 0.14% | 1027 | -435 | -0.98% | Q1 2026 | May 12, 2026 |
| Ballew Advisors, Inc | History | Reduced | 41,915 | 2,962 | 1.67% | 1.72% | 1028 | -1,999 | -4.55% | Q1 2026 | Apr 10, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 43,789 | 2,957 | 1.24% | 1.2% | 1029 | +5,372 | 13.98% | Q1 2026 | Apr 17, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 43,678 | 2,949 | 0.77% | 0.75% | 1030 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 43,488 | 2,941 | 0.11% | 0.35% | 1031 | +10,089 | 30.21% | Q1 2026 | May 14, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 43,520 | 2,938 | 1.58% | 1.45% | 1032 | +1,352 | 3.21% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Reduced | 43,416 | 2,931 | 0.06% | 0.06% | 1033 | -3,083 | -6.63% | Q1 2026 | May 01, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 42,956 | 2,900 | 0.96% | 0.94% | 1034 | -284 | -0.66% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 42,805 | 2,890 | 0.07% | 0.07% | 1035 | -2,206 | -4.9% | Q1 2026 | May 04, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 42,773 | 2,888 | 1.75% | 1.65% | 1036 | +169 | 0.4% | Q1 2026 | May 13, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 42,696 | 2,883 | 2.22% | 2.08% | 1037 | +235 | 0.55% | Q1 2026 | Apr 20, 2026 |
| Adirondack Capital Advisors, LLC | History | Reduced | 42,498 | 2,869 | 1.84% | 1.95% | 1038 | -1,500 | -3.41% | Q1 2026 | Apr 09, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 42,475 | 2,868 | 0.38% | 0.23% | 1039 | +17,763 | 71.88% | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | No change | 43,113 | 2,845 | 0.17% | 0.17% | 1040 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ellevest, Inc. | History | Reduced | 41,952 | 2,833 | 0.39% | 0.38% | 1041 | -159 | -0.38% | Q1 2026 | May 11, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 41,764 | 2,820 | 0.33% | 0.3% | 1042 | +1,725 | 4.31% | Q1 2026 | May 06, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 41,581 | 2,807 | 1.04% | 1.04% | 1043 | -30 | -0.07% | Q1 2026 | Apr 23, 2026 |
| LVZ, Inc. | History | Reduced | 41,550 | 2,805 | 0.32% | 0.36% | 1044 | -7,096 | -14.59% | Q1 2026 | Apr 28, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 41,478 | 2,801 | 0.16% | 0.18% | 1045 | -1,837 | -4.24% | Q1 2026 | Apr 23, 2026 |
| Factor Wealth Management LTD | History | Added to | 41,415 | 2,796 | 0.53% | 0.57% | 1046 | +1,206 | 3.0% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 41,284 | 2,787 | 0.21% | 0.2% | 1047 | +4,107 | 11.05% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 41,274 | 2,787 | 0.13% | 0.12% | 1048 | +3,965 | 10.63% | Q1 2026 | Apr 06, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 41,006 | 2,769 | 2.23% | 2.17% | 1049 | -11 | -0.03% | Q1 2026 | Apr 27, 2026 |
| XML Financial, LLC | History | Added to | 40,928 | 2,763 | 0.22% | 0.21% | 1050 | +1,947 | 4.99% | Q1 2026 | Apr 16, 2026 |
| Colony Family Offices, LLC | History | Reduced | 40,862 | 2,759 | 0.68% | 0.68% | 1051 | -115 | -0.28% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 40,778 | 2,754 | 0.31% | 0.29% | 1052 | +1,889 | 4.86% | Q1 2026 | Apr 16, 2026 |
| Moors & Cabot, Inc. | History | Added to | 40,775 | 2,753 | 0.12% | 0.11% | 1053 | +2,900 | 7.66% | Q1 2026 | May 08, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 40,648 | 2,744 | 0.15% | 0.14% | 1054 | -472 | -1.15% | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 40,632 | 2,743 | 0.2% | 0.18% | 1055 | -328 | -0.8% | Q1 2026 | Apr 20, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 40,540 | 2,737 | 1.04% | 0.87% | 1056 | +4,451 | 12.33% | Q1 2026 | May 11, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 40,483 | 2,733 | 0.19% | 0.19% | 1057 | +2,106 | 5.49% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 36,893 | 2,729 | 0.05% | 0.06% | 1058 | +3,023 | 8.93% | Q1 2026 | May 11, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 40,347 | 2,724 | 2.07% | 1.96% | 1059 | -149 | -0.37% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 40,290 | 2,720 | 0.01% | 0.01% | 1060 | -1,184 | -2.85% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 40,172 | 2,712 | 0.21% | 0.2% | 1061 | -154 | -0.38% | Q1 2026 | May 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 40,160 | 2,711 | 0.35% | 0.38% | 1062 | -5,021 | -11.11% | Q1 2026 | Apr 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 39,891 | 2,693 | 0.85% | 0.81% | 1063 | +129 | 0.32% | Q1 2026 | Apr 16, 2026 |
| NorthRock Partners, LLC | History | Added to | 39,875 | 2,692 | 0.04% | 0.04% | 1064 | +1,320 | 3.42% | Q1 2026 | May 15, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 39,857 | 2,691 | 1.85% | 1.92% | 1065 | -2,124 | -5.06% | Q1 2026 | May 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 39,766 | 2,685 | 0.09% | 0.08% | 1066 | -101 | -0.25% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Reduced | 39,490 | 2,666 | 0.62% | 0.62% | 1067 | -746 | -1.85% | Q1 2026 | May 12, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 40,542 | 2,659 | 1.36% | — | 1068 | +40,542 | New | Q1 2026 | May 15, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 39,227 | 2,648 | 1.16% | 1.17% | 1069 | -1,420 | -3.49% | Q1 2026 | Apr 29, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 39,163 | 2,644 | 0.22% | 0.23% | 1070 | -1,985 | -4.82% | Q1 2026 | May 06, 2026 |
| FLC Capital Advisors | History | Reduced | 39,105 | 2,640 | 0.47% | 0.5% | 1071 | -2,134 | -5.17% | Q1 2026 | May 01, 2026 |
| Wealth Group Ltd | History | Reduced | 39,084 | 2,639 | 0.6% | 0.61% | 1072 | -1,950 | -4.75% | Q1 2026 | Apr 10, 2026 |
| CoreFirst Bank & Trust | History | No change | 39,777 | 2,625 | 1.42% | 1.42% | 1073 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 38,501 | 2,599 | 1.43% | 1.35% | 1074 | -1,538 | -3.84% | Q1 2026 | May 01, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 38,449 | 2,596 | 0.08% | 0.08% | 1075 | +658 | 1.74% | Q1 2026 | Apr 24, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 38,417 | 2,594 | 0.14% | 0.14% | 1076 | -1,205 | -3.04% | Q1 2026 | May 06, 2026 |
| MLP3, LLC | History | Added to | 38,266 | 2,584 | 2.85% | 2.7% | 1077 | +734 | 1.96% | Q1 2026 | Apr 13, 2026 |
| Fairman Group, LLC | History | Added to | 38,188 | 2,578 | 2.2% | 2.0% | 1078 | +348 | 0.92% | Q1 2026 | Apr 23, 2026 |
| SENTINEL TRUST CO LBA | History | New | 38,100 | 2,573 | 0.26% | — | 1079 | +38,100 | New | Q1 2026 | May 07, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 37,934 | 2,561 | 0.3% | 0.37% | 1080 | -6,963 | -15.51% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 38,957 | 2,555 | 0.09% | 0.08% | 1081 | +6,555 | 20.23% | Q1 2026 | May 15, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 37,775 | 2,550 | 1.8% | 1.71% | 1082 | +544 | 1.46% | Q1 2026 | May 05, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 37,696 | 2,545 | 0.18% | 0.21% | 1083 | -4,023 | -9.64% | Q1 2026 | Apr 29, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 37,661 | 2,543 | 1.03% | 0.96% | 1085 | +895 | 2.43% | Q1 2026 | Apr 08, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 37,658 | 2,543 | 0.33% | 0.31% | 1084 | -250 | -0.66% | Q1 2026 | May 05, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 37,587 | 2,538 | 0.12% | 0.11% | 1086 | +1,948 | 5.47% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 37,388 | 2,524 | 0.19% | 0.16% | 1087 | +4,749 | 14.55% | Q1 2026 | Apr 08, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 37,216 | 2,513 | 0.04% | 0.03% | 1088 | +465 | 1.27% | Q1 2026 | Apr 08, 2026 |
| SVB WEALTH LLC | History | Reduced | 37,170 | 2,510 | 0.17% | 0.17% | 1089 | -5,505 | -12.9% | Q1 2026 | Apr 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 37,151 | 2,508 | 0.42% | 0.49% | 1090 | -6,721 | -15.32% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 37,015 | 2,499 | 0.03% | 0.03% | 1092 | -1,776 | -4.58% | Q1 2026 | Apr 27, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 37,008 | 2,499 | 0.63% | 0.61% | 1091 | +141 | 0.38% | Q1 2026 | Apr 17, 2026 |
| GW&K Investment Management, LLC | History | Added to | 36,887 | 2,491 | 0.02% | 0.02% | 1093 | +2,409 | 6.99% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 37,733 | 2,490 | 0.22% | 0.22% | 1094 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunpointe, LLC | History | Added to | 36,590 | 2,470 | 0.81% | 0.74% | 1095 | +2,777 | 8.21% | Q1 2026 | Apr 21, 2026 |
| Patten Group, Inc. | History | Reduced | 36,543 | 2,467 | 0.43% | 0.45% | 1096 | -164 | -0.45% | Q1 2026 | Apr 24, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 36,268 | 2,449 | 0.02% | 0.0% | 1097 | +25,482 | 236.25% | Q1 2026 | May 07, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 36,125 | 2,439 | 0.23% | 0.15% | 1098 | +12,068 | 50.16% | Q1 2026 | Apr 22, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 36,083 | 2,436 | 0.88% | 0.85% | 1099 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | Reduced | 35,920 | 2,425 | 0.11% | 0.13% | 1100 | -9,214 | -20.41% | Q1 2026 | May 05, 2026 |
| Bensler, LLC | History | Reduced | 35,906 | 2,424 | 0.25% | 0.24% | 1101 | -556 | -1.52% | Q1 2026 | May 01, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 35,844 | 2,421 | 1.67% | 1.56% | 1102 | -4 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Sherman Asset Management, Inc. | History | No change | 35,646 | 2,407 | 2.21% | 1.99% | 1103 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 35,565 | 2,401 | 1.64% | 1.58% | 1104 | -147 | -0.41% | Q1 2026 | May 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 36,279 | 2,394 | 0.15% | 0.15% | 1105 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GeoWealth Management, LLC | History | Reduced | 35,403 | 2,390 | 0.09% | 0.09% | 1106 | -1,985 | -5.31% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 35,340 | 2,386 | 0.08% | 0.06% | 1107 | +4,797 | 15.71% | Q1 2026 | May 11, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 35,285 | 2,382 | 0.93% | 0.91% | 1108 | -197 | -0.56% | Q1 2026 | May 12, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 35,026 | 2,365 | 0.67% | 0.61% | 1109 | +2,105 | 6.39% | Q1 2026 | Apr 07, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 35,010 | 2,364 | 0.04% | 0.04% | 1110 | -1,058 | -2.93% | Q1 2026 | May 14, 2026 |
| Marble Wealth, LLC | History | Reduced | 34,587 | 2,335 | 0.41% | 0.35% | 1111 | -3,299 | -8.71% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 34,264 | 2,313 | 0.0% | 0.01% | 1112 | -1,419 | -3.98% | Q1 2026 | May 04, 2026 |
| WorthPointe, LLC | History | Reduced | 34,124 | 2,304 | 0.62% | 0.67% | 1113 | -4,474 | -11.59% | Q1 2026 | May 12, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 34,090 | 2,302 | 0.72% | 0.66% | 1114 | +1,780 | 5.51% | Q1 2026 | Apr 08, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 34,034 | 2,298 | 0.09% | 0.09% | 1115 | -105 | -0.31% | Q1 2026 | May 07, 2026 |
| Gerald Baker Financial Group LLC | History | New | 33,899 | 2,289 | 0.72% | — | 1116 | +33,899 | New | Q1 2026 | May 06, 2026 |
| Mechanics Bank Trust Department | History | Added to | 33,777 | 2,280 | 0.32% | 0.27% | 1117 | +2,728 | 8.79% | Q1 2026 | Apr 09, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 33,729 | 2,277 | 1.66% | 2.08% | 1118 | -9,804 | -22.52% | Q1 2026 | Apr 21, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 33,677 | 2,274 | 0.38% | 0.34% | 1119 | +1,967 | 6.2% | Q1 2026 | Apr 29, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 33,637 | 2,271 | 0.3% | 0.66% | 1120 | -47,556 | -58.57% | Q1 2026 | May 08, 2026 |
| Tranquility Partners, LLC | History | Added to | 33,625 | 2,270 | 0.86% | 0.78% | 1121 | +940 | 2.88% | Q1 2026 | Apr 20, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 33,603 | 2,269 | 1.04% | 1.08% | 1122 | -815 | -2.37% | Q1 2026 | Apr 20, 2026 |
| WFA of San Diego, LLC | History | Added to | 33,527 | 2,264 | 1.82% | 1.62% | 1123 | +37 | 0.11% | Q1 2026 | May 11, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 33,517 | 2,263 | 1.39% | 1.33% | 1124 | +1,210 | 3.75% | Q1 2026 | Apr 22, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 33,494 | 2,261 | 0.25% | 0.23% | 1125 | +661 | 2.01% | Q1 2026 | May 04, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 33,296 | 2,248 | 0.14% | 0.14% | 1126 | -794 | -2.33% | Q1 2026 | May 04, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 30,895 | 2,244 | 0.43% | 0.42% | 1127 | -85 | -0.27% | Q1 2026 | Apr 29, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | New | 33,170 | 2,239 | 0.47% | — | 1128 | +33,170 | New | Q1 2026 | Apr 13, 2026 |
| HTG Investment Advisors, Inc. | History | Reduced | 33,045 | 2,231 | 0.63% | 0.87% | 1129 | -9,806 | -22.88% | Q1 2026 | Apr 27, 2026 |
| Hirtle & Co., LLC | History | Reduced | 33,019 | 2,229 | 0.08% | 0.11% | 1130 | -15,049 | -31.31% | Q1 2026 | May 13, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 33,000 | 2,228 | 0.38% | 0.58% | 1131 | -20,549 | -38.37% | Q1 2026 | Apr 28, 2026 |
| Exchange Bank | History | Added to | 32,930 | 2,223 | 1.54% | 1.47% | 1132 | +615 | 1.9% | Q1 2026 | Apr 08, 2026 |
| MY Wealth Management Inc. | History | Added to | 38,055 | 2,220 | 2.15% | 2.04% | 1133 | +2,518 | 7.09% | Q1 2026 | May 01, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 32,665 | 2,205 | 0.27% | 0.23% | 1134 | +3,067 | 10.36% | Q1 2026 | May 14, 2026 |
| OFS Enterprise LLC | History | New | 32,579 | 2,200 | 0.65% | — | 1135 | +32,579 | New | Q1 2026 | Apr 09, 2026 |
| Leo Wealth, LLC | History | Reduced | 32,560 | 2,198 | 0.16% | 0.16% | 1136 | -551 | -1.66% | Q1 2026 | May 05, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 32,541 | 2,197 | 1.04% | 1.02% | 1137 | -679 | -2.04% | Q1 2026 | Apr 13, 2026 |
| IFC Advisors LLC | History | No change | 32,395 | 2,187 | 0.31% | 0.31% | 1138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 32,385 | 2,186 | 0.16% | 0.16% | 1139 | -1,100 | -3.29% | Q1 2026 | May 07, 2026 |
| LCNB CORP | History | Added to | 32,323 | 2,182 | 0.73% | 0.7% | 1140 | +538 | 1.69% | Q1 2026 | May 11, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 32,298 | 2,181 | 0.07% | 0.07% | 1141 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Reduced | 32,231 | 2,176 | 0.12% | 0.2% | 1142 | -37,060 | -53.48% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 32,234 | 2,176 | 0.21% | 0.21% | 1143 | -84 | -0.26% | Q1 2026 | Apr 22, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 32,204 | 2,174 | 0.05% | 0.05% | 1144 | -15 | -0.05% | Q1 2026 | May 12, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 32,175 | 2,172 | 0.95% | 1.31% | 1145 | -13,602 | -29.71% | Q1 2026 | May 13, 2026 |
| Oldfather Financial Services, LLC | History | No change | 32,876 | 2,169 | 0.65% | 0.65% | 1146 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 32,095 | 2,167 | 0.49% | 0.51% | 1147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 32,035 | 2,163 | 0.92% | 1.01% | 1148 | -3,316 | -9.38% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 32,030 | 2,162 | 0.07% | 0.09% | 1149 | -14,629 | -31.35% | Q1 2026 | May 13, 2026 |
| Selby Wealth Management, LLC | History | Added to | 31,933 | 2,156 | 0.85% | 0.82% | 1150 | +920 | 2.97% | Q1 2026 | Apr 08, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 31,717 | 2,141 | 1.14% | 1.17% | 1151 | -278 | -0.87% | Q1 2026 | Apr 24, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 31,690 | 2,140 | 0.14% | 0.14% | 1152 | -1,105 | -3.37% | Q1 2026 | May 08, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 31,675 | 2,139 | 0.57% | 0.55% | 1153 | -532 | -1.65% | Q1 2026 | Apr 23, 2026 |
| SFM, LLC | History | Added to | 31,500 | 2,127 | 1.29% | 1.17% | 1154 | +1,280 | 4.24% | Q1 2026 | Apr 08, 2026 |
| Second Line Capital, LLC | History | Reduced | 29,228 | 2,126 | 0.4% | 0.42% | 1155 | -1,456 | -4.75% | Q1 2026 | May 14, 2026 |
| Sageworth Trust Co | History | No change | 31,440 | 2,123 | 0.09% | 0.09% | 1156 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 31,229 | 2,108 | 0.48% | 0.45% | 1157 | +314 | 1.02% | Q1 2026 | May 01, 2026 |
| HCR Wealth Advisors | History | No change | 31,210 | 2,107 | 0.22% | 0.2% | 1158 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 31,194 | 2,106 | 0.13% | 0.12% | 1159 | +6 | 0.02% | Q1 2026 | May 12, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 31,060 | 2,097 | 0.08% | 0.07% | 1160 | -11 | -0.04% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 31,039 | 2,096 | 0.2% | 0.19% | 1161 | -1,695 | -5.18% | Q1 2026 | May 01, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 31,030 | 2,095 | 0.49% | 0.49% | 1162 | +259 | 0.84% | Q1 2026 | May 07, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 30,997 | 2,093 | 1.22% | 1.18% | 1163 | -1,388 | -4.29% | Q1 2026 | May 01, 2026 |
| Dale Q Rice Investment Management Ltd | History | Added to | 31,002 | 2,093 | 1.59% | 1.43% | 1164 | +835 | 2.77% | Q1 2026 | May 08, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 30,894 | 2,086 | 1.27% | 1.17% | 1165 | +408 | 1.34% | Q1 2026 | Apr 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 30,831 | 2,083 | 0.0% | 0.0% | 1166 | +5,915 | 23.74% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 30,841 | 2,082 | 0.03% | 0.03% | 1167 | +608 | 2.01% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 30,821 | 2,081 | 0.13% | 0.13% | 1168 | +573 | 1.89% | Q1 2026 | May 15, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 30,720 | 2,074 | 1.03% | 1.25% | 1169 | -7,390 | -19.39% | Q1 2026 | Apr 24, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 30,630 | 2,068 | 0.07% | 0.07% | 1170 | +2,376 | 8.41% | Q1 2026 | Apr 20, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 30,560 | 2,063 | 0.05% | 0.01% | 1171 | +26,125 | 589.06% | Q1 2026 | May 15, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 30,475 | 2,058 | 0.15% | 0.15% | 1172 | -2,115 | -6.49% | Q1 2026 | May 13, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 30,447 | 2,056 | 1.0% | 0.95% | 1173 | +1,545 | 5.35% | Q1 2026 | May 05, 2026 |
| GM Advisory Group, LLC | History | Added to | 30,388 | 2,052 | 0.08% | 0.08% | 1174 | +163 | 0.54% | Q1 2026 | Apr 28, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 30,324 | 2,047 | 1.4% | 1.46% | 1175 | -1,343 | -4.24% | Q1 2026 | Apr 21, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 30,254 | 2,043 | 0.43% | 0.71% | 1176 | -4,910 | -13.96% | Q1 2026 | Apr 22, 2026 |
| Watchman Group, Inc. | History | Reduced | 30,200 | 2,039 | 0.49% | 1.52% | 1177 | -66,363 | -68.73% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 29,746 | 2,025 | 0.03% | 0.04% | 1178 | -613 | -2.02% | Q1 2026 | May 14, 2026 |
| ERn Financial, LLC | History | Reduced | 29,968 | 2,023 | 0.38% | 0.45% | 1179 | -6,440 | -17.69% | Q1 2026 | Apr 24, 2026 |
| Zhang Financial LLC | History | Added to | 29,939 | 2,021 | 0.07% | 0.07% | 1180 | +502 | 1.71% | Q1 2026 | May 06, 2026 |
| Trust Point Inc. | History | No change | 29,763 | 2,009 | 0.17% | 0.16% | 1181 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cooper Financial Group | History | Added to | 29,650 | 2,002 | 0.2% | 0.19% | 1182 | +2,361 | 8.65% | Q1 2026 | Apr 07, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 29,593 | 1,998 | 0.33% | 0.31% | 1183 | +1,276 | 4.51% | Q1 2026 | Apr 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 29,574 | 1,997 | 0.0% | 0.0% | 1184 | -12,840 | -30.27% | Q1 2026 | May 06, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 29,645 | 1,987 | 0.26% | 0.36% | 1185 | -11,218 | -27.45% | Q1 2026 | Apr 30, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 29,226 | 1,973 | 0.87% | 0.87% | 1186 | +132 | 0.45% | Q1 2026 | Apr 27, 2026 |
| Financial Partners Group, Inc | History | Reduced | 29,183 | 1,970 | 0.24% | 0.23% | 1187 | -48 | -0.16% | Q1 2026 | Apr 10, 2026 |
| Apex Wealth Management, LLC | History | New | 29,059 | 1,962 | 1.35% | — | 1188 | +29,059 | New | Q1 2026 | Apr 15, 2026 |
| JSF Financial, LLC | History | Reduced | 28,951 | 1,955 | 0.38% | 2.29% | 1189 | -138,155 | -82.68% | Q1 2026 | May 07, 2026 |
| Argentarii, LLC | History | Reduced | 28,914 | 1,952 | 0.68% | 0.64% | 1190 | -1,003 | -3.35% | Q1 2026 | May 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 28,736 | 1,940 | 0.67% | 0.7% | 1191 | -708 | -2.4% | Q1 2026 | Apr 23, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 28,699 | 1,938 | 0.46% | 0.05% | 1192 | +25,071 | 691.04% | Q1 2026 | Apr 20, 2026 |
| Financially in Tune, LLC | History | Reduced | 28,704 | 1,938 | 1.67% | 1.79% | 1193 | -285 | -0.98% | Q1 2026 | Apr 22, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 28,659 | 1,935 | 0.08% | 0.07% | 1194 | +870 | 3.13% | Q1 2026 | May 06, 2026 |
| Corsicana & Co. | History | Reduced | 33,159 | 1,934 | 1.22% | 1.35% | 1195 | -3,340 | -9.15% | Q1 2026 | May 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 28,630 | 1,933 | 0.08% | 0.08% | 1196 | -125 | -0.43% | Q1 2026 | May 11, 2026 |
| Newport Capital Group, LLC | History | Added to | 28,581 | 1,930 | 1.18% | 1.15% | 1197 | +12 | 0.04% | Q1 2026 | May 11, 2026 |
| Finward Bancorp | History | Added to | 28,511 | 1,925 | 1.54% | 1.46% | 1199 | +55 | 0.19% | Q1 2026 | Apr 10, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 28,519 | 1,925 | 2.41% | 2.21% | 1198 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 28,449 | 1,921 | 0.66% | 0.81% | 1200 | -4,610 | -13.94% | Q1 2026 | Apr 21, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 26,315 | 1,915 | 1.8% | 1.77% | 1201 | +866 | 3.4% | Q1 2026 | Apr 27, 2026 |
| Capital Management Associates, Inc | History | Reduced | 28,303 | 1,911 | 0.43% | 0.47% | 1202 | -4,256 | -13.07% | Q1 2026 | Apr 22, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 28,289 | 1,910 | 0.33% | 0.35% | 1203 | -1,973 | -6.52% | Q1 2026 | May 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 28,250 | 1,907 | 0.96% | 0.94% | 1204 | -200 | -0.7% | Q1 2026 | Apr 02, 2026 |
| MFA Wealth Services | History | Reduced | 28,225 | 1,906 | 1.26% | 1.26% | 1205 | -126 | -0.44% | Q1 2026 | Apr 21, 2026 |
| Darden Wealth Group Inc | History | Reduced | 28,229 | 1,906 | 0.97% | 0.91% | 1206 | -48 | -0.17% | Q1 2026 | May 08, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 28,106 | 1,898 | 0.32% | 0.3% | 1207 | +844 | 3.1% | Q1 2026 | Apr 21, 2026 |
| Calamos Advisors LLC | History | New | 28,094 | 1,897 | 0.01% | — | 1210 | +28,094 | New | Q1 2026 | May 04, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 28,096 | 1,897 | 0.71% | 0.79% | 1209 | -5,302 | -15.88% | Q1 2026 | May 08, 2026 |
| Calamos Wealth Management LLC | History | Added to | 28,094 | 1,897 | 0.07% | 0.06% | 1208 | +1,275 | 4.75% | Q1 2026 | May 04, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 28,010 | 1,891 | 0.29% | 0.28% | 1211 | -150 | -0.53% | Q1 2026 | Apr 15, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 28,000 | 1,890 | 0.31% | 0.25% | 1212 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 27,986 | 1,889 | 0.03% | 0.03% | 1213 | -1,724 | -5.8% | Q1 2026 | May 04, 2026 |
| Sentinel Advisory Group, LLC | History | New | 27,824 | 1,878 | 0.92% | — | 1214 | +27,824 | New | Q1 2026 | May 14, 2026 |
| WP Advisors, LLC | History | Added to | 27,786 | 1,876 | 0.49% | 0.45% | 1215 | +207 | 0.75% | Q1 2026 | May 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 27,663 | 1,868 | 0.07% | 0.07% | 1216 | -681 | -2.4% | Q1 2026 | May 11, 2026 |
| Corundum Group, Inc. | History | Reduced | 27,655 | 1,867 | 0.62% | 0.66% | 1217 | -2,020 | -6.81% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 27,408 | 1,866 | 0.13% | 0.12% | 1218 | -107 | -0.39% | Q1 2026 | May 01, 2026 |
| ENZI WEALTH | History | Reduced | 27,611 | 1,864 | 0.65% | 0.7% | 1219 | -975 | -3.41% | Q1 2026 | Apr 24, 2026 |
| Hills Bank & Trust Co | History | Added to | 27,578 | 1,862 | 0.09% | 0.1% | 1220 | +745 | 2.78% | Q1 2026 | May 01, 2026 |
| Ignite Planners, LLC | History | Reduced | 27,416 | 1,857 | 0.29% | 0.29% | 1222 | -492 | -1.76% | Q1 2026 | Apr 17, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 27,512 | 1,857 | 0.66% | 0.64% | 1221 | -69 | -0.25% | Q1 2026 | May 05, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 27,443 | 1,853 | 0.33% | 0.28% | 1223 | +2,889 | 11.77% | Q1 2026 | Apr 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 27,427 | 1,852 | 0.12% | 0.11% | 1224 | +780 | 2.93% | Q1 2026 | May 14, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 27,400 | 1,850 | 0.87% | 0.8% | 1225 | -729 | -2.59% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 25,491 | 1,848 | 0.12% | 0.17% | 1226 | -9,824 | -27.82% | Q1 2026 | May 12, 2026 |
| Citizens Business Bank | History | Reduced | 27,372 | 1,848 | 0.3% | 0.3% | 1227 | -454 | -1.63% | Q1 2026 | May 01, 2026 |
| Empower Advisory Group, LLC | History | Added to | 27,304 | 1,843 | 0.0% | 0.0% | 1228 | +2,683 | 10.9% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 27,188 | 1,836 | 0.06% | 0.04% | 1229 | +4,165 | 18.09% | Q1 2026 | May 14, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 27,165 | 1,834 | 0.79% | 0.75% | 1230 | -34 | -0.13% | Q1 2026 | Apr 24, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 27,153 | 1,833 | 0.23% | 0.22% | 1231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 27,048 | 1,826 | 0.41% | 0.41% | 1232 | +469 | 1.76% | Q1 2026 | Apr 21, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 26,993 | 1,822 | 0.29% | 0.22% | 1233 | +5,208 | 23.91% | Q1 2026 | May 08, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Added to | 26,955 | 1,820 | 0.14% | 0.11% | 1234 | +4,590 | 20.52% | Q1 2026 | May 08, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 26,948 | 1,819 | 0.31% | 0.33% | 1235 | -1,200 | -4.26% | Q1 2026 | May 01, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 26,867 | 1,814 | 1.24% | 1.49% | 1236 | -4,959 | -15.58% | Q1 2026 | Apr 23, 2026 |
| Vawter Financial, Ltd. | History | Added to | 26,844 | 1,812 | 0.76% | 0.73% | 1237 | +560 | 2.13% | Q1 2026 | May 15, 2026 |
| Orion Capital Management LLC | History | Reduced | 26,780 | 1,808 | 0.62% | 0.64% | 1238 | -2,050 | -7.11% | Q1 2026 | May 14, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 26,557 | 1,793 | 0.57% | 0.58% | 1239 | -1,749 | -6.18% | Q1 2026 | Apr 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 26,519 | 1,790 | 0.99% | 0.85% | 1241 | +3,043 | 12.96% | Q1 2026 | Apr 13, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 26,509 | 1,790 | 0.14% | 0.15% | 1240 | -2,603 | -8.94% | Q1 2026 | May 07, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 26,433 | 1,785 | 0.24% | 0.23% | 1242 | -197 | -0.74% | Q1 2026 | Apr 09, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 26,355 | 1,779 | 0.65% | 0.66% | 1243 | +178 | 0.68% | Q1 2026 | Apr 17, 2026 |
| Invst, LLC | History | Added to | 26,325 | 1,777 | 0.2% | 0.12% | 1244 | +9,878 | 60.06% | Q1 2026 | May 13, 2026 |
| Valpey Financial Services, LLC | History | Added to | 26,244 | 1,772 | 1.15% | 1.08% | 1245 | +504 | 1.96% | Q1 2026 | May 11, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 26,049 | 1,759 | 0.03% | — | 1246 | +26,049 | New | Q1 2026 | May 13, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 26,039 | 1,758 | 0.74% | 0.67% | 1247 | +45 | 0.17% | Q1 2026 | Apr 29, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 26,011 | 1,756 | 0.01% | — | 1249 | +26,011 | New | Q1 2026 | May 05, 2026 |
| VeraBank, N.A. | History | No change | 26,017 | 1,756 | 0.32% | 0.31% | 1248 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 25,926 | 1,750 | 0.81% | — | 1250 | +25,926 | New | Q1 2026 | Apr 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 25,854 | 1,745 | 0.33% | 0.34% | 1251 | +12,882 | 99.31% | Q1 2026 | Apr 29, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 25,794 | 1,741 | 0.14% | 0.15% | 1252 | -140 | -0.54% | Q1 2026 | May 05, 2026 |
| CrossGen Wealth, LLC | History | Added to | 25,772 | 1,740 | 1.53% | 1.49% | 1253 | +148 | 0.58% | Q1 2026 | Apr 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 25,745 | 1,738 | 0.1% | 0.09% | 1255 | +3,493 | 15.7% | Q1 2026 | Apr 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 25,739 | 1,738 | 0.04% | 0.05% | 1254 | -1,888 | -6.83% | Q1 2026 | Apr 07, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 25,692 | 1,734 | 0.23% | 0.24% | 1256 | -4,845 | -15.87% | Q1 2026 | Apr 10, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 25,679 | 1,734 | 2.41% | 2.43% | 1257 | -547 | -2.09% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 25,581 | 1,727 | 0.28% | 0.22% | 1258 | +4,738 | 22.73% | Q1 2026 | Apr 22, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 23,646 | 1,717 | 0.27% | 0.28% | 1259 | -1,686 | -6.66% | Q1 2026 | Apr 23, 2026 |
| Invesco Ltd. | History | Added to | 25,409 | 1,715 | 0.0% | 0.0% | 1260 | +3,100 | 13.9% | Q1 2026 | May 12, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 25,368 | 1,713 | 1.24% | 1.15% | 1261 | +743 | 3.02% | Q1 2026 | May 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 25,318 | 1,709 | 0.49% | 0.49% | 1262 | -501 | -1.94% | Q1 2026 | May 14, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 25,307 | 1,708 | 0.38% | 0.37% | 1263 | -469 | -1.82% | Q1 2026 | Apr 17, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 25,214 | 1,702 | 0.14% | 0.14% | 1264 | -308 | -1.21% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 25,177 | 1,700 | 0.11% | 0.11% | 1265 | -906 | -3.47% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 25,128 | 1,699 | 0.0% | 0.0% | 1266 | -15,149 | -37.61% | Q1 2026 | May 14, 2026 |
| Tepp RIA, LLC | History | Added to | 25,162 | 1,699 | 1.33% | 1.43% | 1267 | +3,253 | 14.85% | Q1 2026 | Apr 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 25,100 | 1,695 | 0.0% | 0.0% | 1268 | -400 | -1.57% | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 25,090 | 1,694 | 0.14% | 0.15% | 1269 | -1,274 | -4.83% | Q1 2026 | Apr 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 25,003 | 1,688 | 0.56% | 0.51% | 1270 | +1,290 | 5.44% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | New | 24,958 | 1,685 | 0.22% | — | 1271 | +24,958 | New | Q1 2026 | Apr 13, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 24,943 | 1,684 | 0.46% | 0.46% | 1272 | -3,414 | -12.04% | Q1 2026 | Apr 28, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 23,023 | 1,675 | 0.47% | 0.18% | 1273 | +14,474 | 169.31% | Q1 2026 | Apr 27, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 24,800 | 1,674 | 0.26% | 0.22% | 1274 | +2,995 | 13.74% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 24,783 | 1,672 | 0.13% | 0.09% | 1275 | +1,886 | 8.24% | Q1 2026 | May 20, 2026 |
| Ascent Group, LLC | History | Added to | 24,576 | 1,659 | 0.06% | 0.05% | 1277 | +965 | 4.09% | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 24,570 | 1,659 | 0.15% | 0.14% | 1276 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 24,546 | 1,657 | 0.55% | 0.65% | 1278 | -761 | -3.01% | Q1 2026 | Apr 17, 2026 |
| TBH Global Asset Management, LLC | History | New | 24,528 | 1,656 | 0.33% | — | 1279 | +24,528 | New | Q1 2026 | Apr 22, 2026 |
| CADINHA & CO LLC | History | Reduced | 24,509 | 1,655 | 0.31% | 0.26% | 1280 | -642 | -2.55% | Q1 2026 | May 11, 2026 |
| Severin Investments, LLC | History | Added to | 24,464 | 1,652 | 1.42% | 0.37% | 1281 | +18,120 | 285.62% | Q1 2026 | Apr 24, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 24,442 | 1,650 | 1.03% | 0.58% | 1282 | +8,242 | 50.88% | Q1 2026 | May 04, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 24,445 | 1,650 | 0.31% | 0.32% | 1283 | -962 | -3.79% | Q1 2026 | May 07, 2026 |
| Global Assets Advisory, LLC | History | New | 17,927 | 1,642 | 0.47% | — | 1284 | +17,927 | New | Q1 2026 | May 01, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 24,292 | 1,640 | 0.09% | 0.06% | 1285 | +4,816 | 24.73% | Q1 2026 | May 12, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 24,274 | 1,639 | 0.26% | 0.25% | 1286 | +79 | 0.33% | Q1 2026 | Apr 29, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 24,142 | 1,630 | 0.93% | 0.88% | 1287 | +474 | 2.0% | Q1 2026 | Apr 09, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 24,098 | 1,627 | 0.31% | 0.28% | 1288 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 24,030 | 1,622 | 0.18% | 0.18% | 1289 | +123 | 0.51% | Q1 2026 | May 14, 2026 |
| Carrera Capital Advisors | History | Reduced | 23,999 | 1,620 | 0.25% | 0.27% | 1290 | -468 | -1.91% | Q1 2026 | May 04, 2026 |
| 21 West Wealth Management LLC | History | No change | 23,936 | 1,616 | 1.5% | 1.44% | 1291 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 23,914 | 1,614 | 0.23% | 0.22% | 1292 | +68 | 0.29% | Q1 2026 | Apr 21, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 23,866 | 1,611 | 1.68% | 1.58% | 1293 | -489 | -2.01% | Q1 2026 | Apr 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 23,841 | 1,609 | 0.0% | 0.0% | 1294 | +415 | 1.77% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 23,750 | 1,603 | 0.45% | 0.51% | 1295 | -8,000 | -25.2% | Q1 2026 | Apr 22, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 23,713 | 1,601 | 0.11% | 0.06% | 1296 | +10,500 | 79.47% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Added to | 23,420 | 1,587 | 0.11% | 0.11% | 1297 | +592 | 2.59% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Reduced | 23,494 | 1,586 | 0.13% | 0.13% | 1298 | -963 | -3.94% | Q1 2026 | Apr 13, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 23,389 | 1,579 | 0.62% | 0.64% | 1299 | -556 | -2.32% | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | Reduced | 23,359 | 1,577 | 0.73% | 0.76% | 1300 | -314 | -1.33% | Q1 2026 | May 11, 2026 |
| XY Planning Network, Inc. | History | Added to | 23,094 | 1,572 | 0.25% | 0.2% | 1301 | +5,864 | 34.03% | Q1 2026 | Apr 14, 2026 |
| 71 West Capital Partners | History | Added to | 23,175 | 1,565 | 0.07% | 0.04% | 1302 | +11,580 | 99.87% | Q1 2026 | May 06, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Added to | 23,115 | 1,561 | 0.08% | 0.07% | 1303 | +215 | 0.94% | Q1 2026 | Apr 27, 2026 |
| Procyon Advisors, LLC | History | Reduced | 23,057 | 1,557 | 0.08% | 0.08% | 1304 | -552 | -2.34% | Q1 2026 | May 04, 2026 |
| KG Capital Management | History | Reduced | 23,002 | 1,553 | 1.11% | 0.4% | 1305 | -1,342 | -5.51% | Q1 2026 | Apr 22, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 22,984 | 1,552 | 0.2% | 0.21% | 1306 | -135 | -0.58% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 22,957 | 1,550 | 0.17% | 0.17% | 1307 | -309 | -1.33% | Q1 2026 | May 01, 2026 |
| Pointe Capital Management LLC | History | Added to | 22,947 | 1,549 | 0.77% | 0.74% | 1308 | +477 | 2.12% | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 22,895 | 1,546 | 0.55% | 0.47% | 1309 | +300 | 1.33% | Q1 2026 | Apr 21, 2026 |
| Baron Financial Group, LLC | History | Reduced | 22,812 | 1,540 | 0.83% | 0.83% | 1311 | -669 | -2.85% | Q1 2026 | Apr 09, 2026 |
| Glassman Wealth Services | History | No change | 22,807 | 1,540 | 0.21% | 0.2% | 1310 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 22,658 | 1,530 | 0.15% | 0.15% | 1312 | -625 | -2.68% | Q1 2026 | Apr 10, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 22,646 | 1,529 | 0.94% | 0.97% | 1313 | -664 | -2.85% | Q1 2026 | Apr 21, 2026 |
| S.A. Mason LLC | History | Added to | 22,574 | 1,524 | 0.57% | 0.54% | 1314 | +1,850 | 8.93% | Q1 2026 | Apr 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 23,003 | 1,518 | 0.07% | 0.07% | 1315 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Texas Bank & Trust Co | History | Reduced | 22,360 | 1,509 | 0.57% | 0.58% | 1316 | -1,642 | -6.84% | Q1 2026 | Apr 30, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 22,345 | 1,508 | 0.52% | 0.54% | 1317 | -950 | -4.08% | Q1 2026 | Apr 29, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 22,177 | 1,497 | 1.11% | 1.04% | 1318 | +821 | 3.84% | Q1 2026 | May 15, 2026 |
| GS Investments, Inc. | History | Added to | 22,119 | 1,493 | 0.86% | 0.79% | 1319 | +62 | 0.28% | Q1 2026 | May 06, 2026 |
| Lynch Investment Planning, LLC | History | Reduced | 22,098 | 1,492 | 1.34% | 1.65% | 1320 | -4,005 | -15.34% | Q1 2026 | May 12, 2026 |
| SPINNAKER TRUST | History | Reduced | 22,038 | 1,488 | 0.08% | 0.09% | 1321 | -3,496 | -13.69% | Q1 2026 | Apr 23, 2026 |
| GDS Wealth Management | History | Added to | 22,048 | 1,488 | 0.09% | 0.08% | 1322 | +1,558 | 7.6% | Q1 2026 | Apr 27, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 22,027 | 1,487 | 0.12% | 0.11% | 1323 | +1,134 | 5.43% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 21,980 | 1,484 | 0.03% | 0.03% | 1324 | +345 | 1.59% | Q1 2026 | Apr 20, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 21,936 | 1,481 | 0.78% | 0.78% | 1325 | -260 | -1.17% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | New | 21,905 | 1,479 | 0.05% | — | 1327 | +21,905 | New | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 21,903 | 1,479 | 0.04% | 0.04% | 1326 | +450 | 2.1% | Q1 2026 | May 14, 2026 |
| Independent Family Office, LLC | History | No change | 21,890 | 1,478 | 0.61% | 0.6% | 1328 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First County Bank /CT/ | History | Reduced | 21,878 | 1,477 | 0.79% | 0.84% | 1329 | -2,450 | -10.07% | Q1 2026 | Apr 03, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 21,748 | 1,468 | 2.3% | 3.04% | 1330 | -6,011 | -21.65% | Q1 2026 | May 04, 2026 |
| MWA Asset Management | History | Added to | 21,750 | 1,468 | 0.8% | 0.8% | 1331 | +90 | 0.42% | Q1 2026 | May 13, 2026 |
| Maxele Advisors, LLC | History | No change | 22,218 | 1,466 | 1.19% | 1.19% | 1332 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| 626 Financial, LLC | History | Added to | 21,593 | 1,458 | 0.65% | 0.57% | 1334 | +1,544 | 7.7% | Q1 2026 | Apr 23, 2026 |
| GODSEY & GIBB, INC | History | Added to | 21,593 | 1,458 | 0.13% | 0.12% | 1333 | +727 | 3.48% | Q1 2026 | Apr 20, 2026 |
| Evensky & Katz LLC | History | Reduced | 21,570 | 1,457 | 0.08% | 0.09% | 1335 | -1,475 | -6.4% | Q1 2026 | Apr 22, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 22,330 | 1,455 | 0.0% | 0.0% | 1336 | +11,165 | 100.0% | Q1 2026 | May 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 21,533 | 1,454 | 0.26% | — | 1338 | +21,533 | New | Q1 2026 | May 01, 2026 |
| Gainplan LLC | History | Added to | 21,535 | 1,454 | 1.09% | 0.46% | 1337 | +2,927 | 15.73% | Q1 2026 | Apr 08, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 21,504 | 1,452 | 0.33% | 0.27% | 1339 | +3,807 | 21.51% | Q1 2026 | Apr 28, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 21,505 | 1,452 | 0.73% | 0.72% | 1340 | -100 | -0.46% | Q1 2026 | Apr 16, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 19,941 | 1,451 | 0.24% | 0.28% | 1341 | -3,963 | -16.58% | Q1 2026 | May 08, 2026 |
| SB Capital Management Inc | History | No change | 21,969 | 1,449 | 0.53% | 0.53% | 1342 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Added to | 21,407 | 1,445 | 0.04% | 0.03% | 1343 | +1,007 | 4.94% | Q1 2026 | Apr 20, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 21,373 | 1,443 | 0.28% | 0.29% | 1344 | -239 | -1.11% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 21,329 | 1,440 | 0.39% | 0.42% | 1345 | -551 | -2.52% | Q1 2026 | May 13, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 21,280 | 1,437 | 0.55% | 0.15% | 1346 | -2,093 | -8.95% | Q1 2026 | May 05, 2026 |
| TritonPoint Partners, LLC | History | New | 21,276 | 1,436 | 0.53% | — | 1348 | +21,276 | New | Q1 2026 | Apr 28, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 21,277 | 1,436 | 0.86% | 0.57% | 1347 | +8,568 | 67.42% | Q1 2026 | May 14, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 21,253 | 1,435 | 0.34% | 0.3% | 1349 | +352 | 1.68% | Q1 2026 | Apr 30, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 21,227 | 1,433 | 0.18% | 0.19% | 1350 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Essex Bank | History | Added to | 21,222 | 1,432 | 0.32% | 0.29% | 1351 | +732 | 3.57% | Q1 2026 | Apr 17, 2026 |
| Ascentis Independent Advisors | History | Added to | 21,120 | 1,426 | 0.11% | 0.15% | 1352 | +6,625 | 45.71% | Q1 2026 | Apr 28, 2026 |
| MONEYWISE, INC. | History | Added to | 21,096 | 1,424 | 0.62% | 0.58% | 1353 | +11 | 0.05% | Q1 2026 | Apr 27, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 21,684 | 1,422 | 0.08% | 0.09% | 1354 | -2,825 | -11.53% | Q1 2026 | May 14, 2026 |
| MATAURO, LLC | History | Reduced | 21,042 | 1,421 | 0.21% | 0.31% | 1357 | -9,675 | -31.5% | Q1 2026 | Apr 22, 2026 |
| Ethos Financial Group, LLC | History | Added to | 21,426 | 1,421 | 0.1% | 0.08% | 1356 | +5,653 | 35.84% | Q1 2026 | May 05, 2026 |
| Legacy Advisors, LLC | History | Added to | 21,044 | 1,421 | 0.17% | 0.15% | 1355 | +308 | 1.49% | Q1 2026 | May 05, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 20,952 | 1,414 | 0.05% | 0.08% | 1358 | -12,924 | -38.15% | Q1 2026 | May 12, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 20,785 | 1,403 | 0.66% | 0.58% | 1359 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 20,764 | 1,402 | 0.67% | 0.68% | 1360 | +305 | 1.49% | Q1 2026 | May 14, 2026 |
| Cypress Capital Group | History | Added to | 20,676 | 1,396 | 0.16% | 0.13% | 1361 | +3,525 | 20.55% | Q1 2026 | May 15, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 20,647 | 1,394 | 0.1% | 0.11% | 1362 | -574 | -2.7% | Q1 2026 | May 05, 2026 |
| Creekside Partners | History | Added to | 20,633 | 1,393 | 0.57% | 0.57% | 1363 | +28 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 20,575 | 1,389 | 0.06% | 0.06% | 1364 | +475 | 2.36% | Q1 2026 | May 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 20,557 | 1,388 | 0.9% | 0.16% | 1365 | +16,558 | 414.05% | Q1 2026 | Apr 15, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 20,540 | 1,387 | 0.11% | 0.17% | 1366 | -10,153 | -33.08% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Added to | 20,529 | 1,386 | 0.06% | 0.06% | 1367 | +140 | 0.69% | Q1 2026 | Apr 27, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Reduced | 20,477 | 1,382 | 1.27% | 1.27% | 1368 | -361 | -1.73% | Q1 2026 | Apr 21, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 20,458 | 1,381 | 0.09% | 0.08% | 1369 | +15 | 0.07% | Q1 2026 | May 13, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 20,344 | 1,373 | 1.29% | 1.29% | 1370 | -308 | -1.49% | Q1 2026 | Apr 22, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 20,286 | 1,369 | 0.81% | 11.51% | 1371 | -288,104 | -93.42% | Q1 2026 | Apr 29, 2026 |
| Sage Capital Management, LLC | History | Added to | 20,259 | 1,368 | 0.64% | 0.62% | 1372 | +42 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Bison Wealth, LLC | History | Reduced | 18,669 | 1,365 | 0.13% | 0.14% | 1373 | -160 | -0.85% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 20,204 | 1,364 | 0.01% | 0.0% | 1374 | +16,233 | 408.79% | Q1 2026 | May 11, 2026 |
| One Wealth Advisors, LLC | History | Added to | 20,142 | 1,360 | 0.17% | 0.16% | 1375 | +615 | 3.15% | Q1 2026 | Apr 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 20,062 | 1,354 | 0.09% | 0.1% | 1376 | -1,443 | -6.71% | Q1 2026 | Apr 10, 2026 |
| Disciplined Investments, LLC | History | Added to | 20,020 | 1,351 | 0.49% | 0.51% | 1377 | +36 | 0.18% | Q1 2026 | May 12, 2026 |
| Lincoln Capital LLC | History | Reduced | 19,982 | 1,346 | 0.26% | 0.25% | 1378 | -997 | -4.75% | Q1 2026 | May 01, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 19,923 | 1,345 | 0.42% | 0.38% | 1379 | +474 | 2.44% | Q1 2026 | Apr 17, 2026 |
| Tannin Capital LLC | History | Reduced | 19,908 | 1,344 | 0.98% | 1.41% | 1380 | -4,014 | -16.78% | Q1 2026 | May 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 19,849 | 1,340 | 0.04% | 0.03% | 1381 | +4,167 | 26.57% | Q1 2026 | May 04, 2026 |
| Tudor Financial Inc. | History | Added to | 19,820 | 1,338 | 0.68% | 0.66% | 1382 | +411 | 2.12% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Added to | 19,683 | 1,329 | 0.04% | 0.03% | 1383 | +3,058 | 18.39% | Q1 2026 | May 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 19,613 | 1,324 | 0.04% | 0.04% | 1384 | +734 | 3.89% | Q1 2026 | Apr 29, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 19,600 | 1,323 | 0.86% | 0.82% | 1385 | -78 | -0.4% | Q1 2026 | Apr 20, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 19,481 | 1,315 | 0.51% | 0.45% | 1386 | +1,975 | 11.28% | Q1 2026 | Apr 21, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 17,776 | 1,311 | 0.49% | 0.43% | 1388 | +2,312 | 14.95% | Q1 2026 | May 12, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 19,419 | 1,311 | 0.37% | 0.37% | 1387 | -53 | -0.27% | Q1 2026 | Apr 17, 2026 |
| NCM Capital Management, LLC | History | No change | 19,339 | 1,305 | 0.47% | 0.47% | 1389 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 19,308 | 1,303 | 0.33% | 0.39% | 1391 | -2,690 | -12.23% | Q1 2026 | Apr 27, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 19,298 | 1,303 | 0.54% | 0.53% | 1392 | -1,662 | -7.93% | Q1 2026 | May 07, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 19,295 | 1,303 | 0.32% | 0.31% | 1390 | -609 | -3.06% | Q1 2026 | May 14, 2026 |
| Ledyard National Bank | History | Reduced | 19,274 | 1,301 | 0.11% | 0.11% | 1393 | -474 | -2.4% | Q1 2026 | Apr 24, 2026 |
| COFG Advisors, LLC | History | Added to | 19,254 | 1,300 | 0.32% | 0.27% | 1394 | +2,598 | 15.6% | Q1 2026 | May 11, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 19,241 | 1,299 | 0.46% | 0.44% | 1395 | +402 | 2.13% | Q1 2026 | Apr 08, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 19,225 | 1,298 | 0.24% | 0.24% | 1396 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Reduced | 19,205 | 1,296 | 1.24% | 1.3% | 1397 | -1,050 | -5.18% | Q1 2026 | May 04, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 19,178 | 1,295 | 0.17% | 0.15% | 1399 | +1,316 | 7.37% | Q1 2026 | Apr 08, 2026 |
| GWN SECURITIES INC. | History | Added to | 19,177 | 1,295 | 0.25% | 0.26% | 1398 | +20 | 0.1% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 19,169 | 1,294 | 0.12% | 0.14% | 1400 | -2,707 | -12.37% | Q1 2026 | Apr 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 19,124 | 1,291 | 0.88% | 0.93% | 1401 | +139 | 0.73% | Q1 2026 | Apr 15, 2026 |
| FF Advisors,LLC | History | Reduced | 17,765 | 1,290 | 0.52% | 0.53% | 1402 | -99 | -0.55% | Q1 2026 | Apr 27, 2026 |
| Lansing Street Advisors | History | Added to | 19,020 | 1,284 | 0.32% | 0.32% | 1404 | +15 | 0.08% | Q1 2026 | Apr 28, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 19,019 | 1,284 | 0.05% | 0.05% | 1403 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First National Advisers, LLC | History | Reduced | 18,997 | 1,282 | 0.19% | 0.18% | 1405 | -354 | -1.83% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Added to | 18,875 | 1,274 | 0.04% | 0.05% | 1406 | +2,228 | 13.38% | Q1 2026 | Apr 29, 2026 |
| KWB Wealth | History | No change | 19,307 | 1,274 | 0.13% | 0.12% | 1407 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 18,843 | 1,272 | 0.08% | 0.07% | 1408 | +2,768 | 17.22% | Q1 2026 | Apr 28, 2026 |
| Mann Financial Group, Inc. | History | Added to | 18,808 | 1,270 | 1.2% | 0.85% | 1410 | +5,429 | 40.58% | Q1 2026 | Apr 24, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 18,820 | 1,270 | 0.73% | 0.61% | 1411 | -671 | -3.44% | Q1 2026 | Apr 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 18,813 | 1,270 | 0.54% | 0.55% | 1409 | -299 | -1.56% | Q1 2026 | Apr 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 18,777 | 1,268 | 0.14% | 0.13% | 1412 | -487 | -2.53% | Q1 2026 | Apr 21, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 18,735 | 1,265 | 0.01% | 0.01% | 1413 | +1,661 | 9.73% | Q1 2026 | May 15, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 18,700 | 1,262 | 0.31% | 0.29% | 1414 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 18,675 | 1,261 | 0.07% | 0.08% | 1415 | -4,412 | -19.11% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 18,653 | 1,259 | 1.0% | 0.91% | 1416 | +1,175 | 6.72% | Q1 2026 | Apr 21, 2026 |
| HWG Holdings LP | History | New | 18,590 | 1,255 | 0.33% | — | 1417 | +18,590 | New | Q1 2026 | May 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 18,432 | 1,244 | 0.03% | 0.02% | 1418 | +8,167 | 79.56% | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 18,396 | 1,242 | 0.69% | 0.76% | 1419 | +34 | 0.19% | Q1 2026 | Apr 16, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 18,348 | 1,239 | 0.53% | 0.49% | 1420 | -37 | -0.2% | Q1 2026 | May 14, 2026 |
| Tufton Capital Management | History | Added to | 18,252 | 1,232 | 0.22% | 0.2% | 1421 | +869 | 5.0% | Q1 2026 | May 12, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 18,199 | 1,228 | 0.09% | 0.1% | 1422 | -2,074 | -10.23% | Q1 2026 | Apr 16, 2026 |
| Balefire, LLC | History | Added to | 18,161 | 1,226 | 0.23% | 0.23% | 1423 | +454 | 2.56% | Q1 2026 | May 07, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 18,144 | 1,225 | 0.6% | 0.56% | 1424 | +941 | 5.47% | Q1 2026 | Apr 29, 2026 |
| Allie Family Office LLC | History | No change | 18,052 | 1,219 | 0.53% | 0.56% | 1425 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 18,050 | 1,218 | 0.01% | 0.01% | 1426 | -2,550 | -12.38% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 18,050 | 1,218 | 0.07% | 0.06% | 1427 | -2,520 | -12.25% | Q1 2026 | Apr 16, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 17,917 | 1,209 | 0.81% | 0.81% | 1428 | +313 | 1.78% | Q1 2026 | Apr 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 17,879 | 1,207 | 0.32% | 0.34% | 1429 | -592 | -3.21% | Q1 2026 | May 11, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 17,837 | 1,204 | 0.76% | 0.75% | 1430 | -64 | -0.36% | Q1 2026 | Apr 07, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 17,785 | 1,201 | 0.03% | 0.03% | 1431 | +294 | 1.68% | Q1 2026 | May 07, 2026 |
| Roan Capital Partners | History | New | 17,773 | 1,200 | 1.11% | — | 1432 | +17,773 | New | Q1 2026 | Apr 15, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 17,723 | 1,196 | 0.79% | 0.79% | 1433 | -1,233 | -6.5% | Q1 2026 | Apr 22, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 17,665 | 1,192 | 0.08% | 0.07% | 1434 | -215 | -1.2% | Q1 2026 | Apr 14, 2026 |
| Dodds Wealth, LLC | History | Reduced | 17,607 | 1,188 | 0.29% | 0.32% | 1436 | -2,216 | -11.18% | Q1 2026 | May 08, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 17,596 | 1,188 | 0.32% | 0.32% | 1435 | -12 | -0.07% | Q1 2026 | May 05, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 17,519 | 1,183 | 0.1% | 0.09% | 1437 | -180 | -1.02% | Q1 2026 | Apr 06, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 17,382 | 1,173 | 0.09% | 0.09% | 1438 | +653 | 3.9% | Q1 2026 | May 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 17,380 | 1,173 | 0.5% | 0.49% | 1439 | -149 | -0.85% | Q1 2026 | Apr 20, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 17,349 | 1,171 | 1.05% | 0.99% | 1440 | +984 | 6.01% | Q1 2026 | May 11, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 17,283 | 1,167 | 0.41% | 0.44% | 1441 | -1,010 | -5.52% | Q1 2026 | Apr 08, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 17,262 | 1,165 | 0.11% | 0.11% | 1442 | +1 | 0.01% | Q1 2026 | Apr 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 17,240 | 1,164 | 0.23% | 0.26% | 1443 | -1,270 | -6.86% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 17,650 | 1,164 | 0.2% | 0.2% | 1444 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 17,225 | 1,163 | 0.53% | 0.5% | 1445 | +10 | 0.06% | Q1 2026 | May 12, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Added to | 17,183 | 1,160 | 0.95% | 0.79% | 1446 | +40 | 0.23% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 17,148 | 1,158 | 0.02% | 0.03% | 1447 | -1,084 | -5.95% | Q1 2026 | May 07, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 17,105 | 1,155 | 1.18% | 1.1% | 1448 | -895 | -4.97% | Q1 2026 | Apr 21, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 17,104 | 1,155 | 0.17% | 0.17% | 1449 | -187 | -1.08% | Q1 2026 | Apr 09, 2026 |
| Private Wealth Group, LLC | History | No change | 17,095 | 1,154 | 0.54% | 0.54% | 1450 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Csenge Advisory Group | History | Reduced | 17,057 | 1,151 | 0.05% | 0.07% | 1451 | -5,451 | -24.22% | Q1 2026 | Apr 30, 2026 |
| Daner Wealth Management, LLC | History | No change | 15,700 | 1,151 | 0.68% | 0.69% | 1452 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 17,036 | 1,150 | 0.2% | 0.09% | 1453 | +9,267 | 119.28% | Q1 2026 | Apr 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 16,948 | 1,144 | 0.26% | 0.27% | 1454 | -651 | -3.7% | Q1 2026 | Apr 02, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 16,914 | 1,142 | 0.08% | 0.1% | 1455 | -3,191 | -15.87% | Q1 2026 | May 12, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 16,849 | 1,137 | 0.22% | 0.25% | 1457 | +709 | 4.39% | Q1 2026 | Apr 28, 2026 |
| Colorado Capital Management, Inc. | History | No change | 16,839 | 1,137 | 0.42% | 0.42% | 1456 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 16,814 | 1,135 | 0.03% | 0.03% | 1458 | +5 | 0.03% | Q1 2026 | Apr 29, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 16,760 | 1,131 | 0.34% | 0.48% | 1459 | -4,510 | -21.2% | Q1 2026 | Apr 21, 2026 |
| Round Rock Advisors LLC | History | Reduced | 16,682 | 1,126 | 0.17% | 0.17% | 1460 | -149 | -0.89% | Q1 2026 | May 15, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 16,648 | 1,124 | 0.38% | 0.37% | 1461 | -164 | -0.98% | Q1 2026 | Apr 21, 2026 |
| VANGUARD ADVISERS INC | History | New | 16,635 | 1,123 | 0.0% | — | 1462 | +16,635 | New | Q1 2026 | May 08, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 16,610 | 1,121 | 0.07% | 0.02% | 1464 | +12,600 | 314.21% | Q1 2026 | Apr 20, 2026 |
| COWA, LLC | History | Reduced | 16,611 | 1,121 | 0.3% | 0.35% | 1463 | -1,000 | -5.68% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 16,587 | 1,120 | 0.05% | 0.06% | 1465 | -2,358 | -12.45% | Q1 2026 | Apr 21, 2026 |
| Principle Wealth Partners LLC | History | No change | 16,593 | 1,120 | 0.06% | 0.06% | 1466 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Costello Asset Management, INC | History | Reduced | 16,531 | 1,116 | 0.39% | 0.37% | 1467 | -360 | -2.13% | Q1 2026 | Apr 30, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 16,469 | 1,112 | 0.07% | 0.06% | 1468 | -35 | -0.21% | Q1 2026 | May 01, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 16,462 | 1,111 | 0.09% | 0.09% | 1469 | -99 | -0.6% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 16,440 | 1,110 | 0.09% | 0.09% | 1470 | -220 | -1.32% | Q1 2026 | May 01, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 16,410 | 1,108 | 0.01% | 0.01% | 1471 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 16,403 | 1,107 | 0.48% | 0.52% | 1472 | -926 | -5.34% | Q1 2026 | Apr 08, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 16,392 | 1,106 | 0.06% | 0.07% | 1473 | -2,239 | -12.02% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 16,376 | 1,105 | 0.2% | 0.2% | 1474 | +266 | 1.65% | Q1 2026 | May 11, 2026 |
| MBA Advisors LLC | History | Reduced | 16,299 | 1,100 | 0.42% | 0.45% | 1475 | -582 | -3.45% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | Added to | 16,262 | 1,098 | 0.22% | 0.21% | 1476 | +127 | 0.79% | Q1 2026 | May 11, 2026 |
| Clearbridge Investments, LLC | History | Added to | 16,231 | 1,096 | 0.0% | 0.0% | 1477 | +4,461 | 37.9% | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 16,199 | 1,093 | 0.09% | 0.1% | 1478 | +412 | 2.61% | Q1 2026 | Apr 16, 2026 |
| Willis Investment Counsel | History | No change | 16,164 | 1,091 | 0.06% | 0.06% | 1479 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Diversified Enterprises, LLC | History | Added to | 16,093 | 1,086 | 0.06% | 0.04% | 1480 | +6,614 | 69.78% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 16,022 | 1,081 | 0.06% | 0.05% | 1481 | +3,384 | 26.78% | Q1 2026 | Apr 16, 2026 |
| Stenger Family Office, LLC | History | No change | 15,966 | 1,078 | 0.19% | 0.22% | 1482 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 15,946 | 1,076 | 0.09% | 0.04% | 1483 | +7,711 | 93.64% | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | Added to | 15,934 | 1,076 | 0.26% | 0.26% | 1484 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 15,931 | 1,075 | 0.02% | 0.02% | 1485 | +1,305 | 8.92% | Q1 2026 | Apr 15, 2026 |
| Westhampton Capital, LLC | History | Added to | 15,905 | 1,074 | 0.5% | 0.49% | 1486 | +35 | 0.22% | Q1 2026 | Apr 16, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 15,905 | 1,074 | 0.3% | 0.28% | 1487 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 15,865 | 1,071 | 0.04% | 0.04% | 1488 | -700 | -4.23% | Q1 2026 | Apr 14, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 15,874 | 1,071 | 0.8% | 0.75% | 1489 | +38 | 0.24% | Q1 2026 | Apr 17, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 15,830 | 1,069 | 0.07% | 0.07% | 1490 | -120 | -0.75% | Q1 2026 | Apr 28, 2026 |
| waypoint wealth counsel | History | Reduced | 15,771 | 1,065 | 0.55% | 0.67% | 1491 | -12,120 | -43.45% | Q1 2026 | Apr 23, 2026 |
| GERBER, LLC | History | Reduced | 15,780 | 1,065 | 0.59% | 0.59% | 1492 | -270 | -1.68% | Q1 2026 | Apr 22, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 15,710 | 1,060 | 0.52% | 0.51% | 1493 | -120 | -0.76% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 14,534 | 1,059 | 0.07% | 0.07% | 1494 | -286 | -1.93% | Q1 2026 | Apr 22, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 15,695 | 1,059 | 0.15% | 0.17% | 1495 | +20 | 0.13% | Q1 2026 | May 08, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 15,644 | 1,056 | 0.1% | 0.1% | 1496 | -41 | -0.26% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 15,595 | 1,053 | 0.12% | 0.08% | 1497 | +5,025 | 47.54% | Q1 2026 | Apr 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 15,545 | 1,049 | 0.07% | 0.07% | 1498 | +9 | 0.06% | Q1 2026 | Apr 17, 2026 |
| Cove Private Wealth, LLC | History | Added to | 15,480 | 1,045 | 0.24% | 0.08% | 1499 | +11,340 | 273.91% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 15,449 | 1,043 | 0.11% | 0.13% | 1500 | -451 | -2.84% | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | Reduced | 15,417 | 1,041 | 0.6% | 0.73% | 1501 | -2,793 | -15.34% | Q1 2026 | May 07, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 15,405 | 1,040 | 0.06% | 0.06% | 1502 | -422 | -2.67% | Q1 2026 | Apr 08, 2026 |
| OneAscent Financial Services LLC | History | Added to | 15,345 | 1,036 | 0.06% | 0.06% | 1503 | +4,974 | 47.96% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 15,341 | 1,035 | 0.03% | 0.03% | 1504 | -2,586 | -14.43% | Q1 2026 | May 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 15,307 | 1,033 | 0.43% | 0.41% | 1505 | -2,305 | -13.09% | Q1 2026 | Apr 14, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 15,286 | 1,032 | 0.1% | 0.1% | 1506 | -971 | -5.97% | Q1 2026 | Apr 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 15,180 | 1,025 | 0.04% | 0.03% | 1507 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 15,165 | 1,024 | 0.14% | 0.15% | 1508 | -1,821 | -10.72% | Q1 2026 | Apr 15, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 15,135 | 1,022 | 0.27% | 0.26% | 1509 | +500 | 3.42% | Q1 2026 | Apr 23, 2026 |
| TSFG, LLC | History | Reduced | 15,110 | 1,020 | 0.15% | 0.15% | 1510 | -542 | -3.46% | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Added to | 15,066 | 1,017 | 0.13% | 0.08% | 1511 | +5,251 | 53.5% | Q1 2026 | Apr 17, 2026 |
| SG Americas Securities, LLC | History | No change | 15,010 | 1,014 | 0.0% | 0.0% | 1512 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CERTUITY, LLC | History | Reduced | 15,011 | 1,013 | 0.07% | 0.07% | 1513 | -778 | -4.93% | Q1 2026 | May 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 14,998 | 1,012 | 0.07% | 0.1% | 1514 | -8,622 | -36.5% | Q1 2026 | May 21, 2026 |
| Balentine LLC | History | Reduced | 14,958 | 1,010 | 0.04% | 0.05% | 1516 | -3,943 | -20.86% | Q1 2026 | Apr 24, 2026 |
| Thomasville National Bank | History | No change | 15,311 | 1,010 | 0.06% | 0.06% | 1515 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HFG Advisors, Inc. | History | No change | 14,910 | 1,006 | 0.71% | 0.71% | 1517 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 14,887 | 1,005 | 0.04% | 0.04% | 1518 | +28 | 0.19% | Q1 2026 | Apr 14, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 13,618 | 1,004 | 0.95% | 1.21% | 1519 | -74 | -0.54% | Q1 2026 | May 15, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 14,880 | 1,004 | 0.24% | 0.23% | 1520 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 14,863 | 1,003 | 0.04% | 0.04% | 1524 | -2,094 | -12.35% | Q1 2026 | Apr 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 14,860 | 1,003 | 0.24% | 0.25% | 1522 | +290 | 1.99% | Q1 2026 | Apr 24, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 14,094 | 1,003 | 0.29% | 0.3% | 1523 | +32 | 0.23% | Q1 2026 | Apr 16, 2026 |
| Kooman & Associates | History | Added to | 14,853 | 1,003 | 0.3% | 0.29% | 1521 | +27 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Allen Capital Group, LLC | History | No change | 15,164 | 1,000 | 0.09% | 0.09% | 1525 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 14,802 | 999 | 0.14% | 0.14% | 1526 | -175 | -1.17% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 14,745 | 995 | 0.06% | 0.08% | 1527 | -5,319 | -26.51% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 14,716 | 993 | 0.05% | 0.05% | 1529 | -1,105 | -6.98% | Q1 2026 | Apr 24, 2026 |
| Old Port Advisors | History | Reduced | 14,713 | 993 | 0.23% | 0.25% | 1528 | -1,004 | -6.39% | Q1 2026 | Apr 06, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 14,694 | 992 | 0.51% | 0.65% | 1530 | -28 | -0.19% | Q1 2026 | Apr 30, 2026 |
| Box Hill Private Wealth LLC | History | Reduced | 14,634 | 988 | 0.98% | 1.26% | 1531 | -4,242 | -22.47% | Q1 2026 | Apr 03, 2026 |
| Berman McAleer LLC | History | Added to | 14,613 | 986 | 0.13% | 0.13% | 1532 | +150 | 1.04% | Q1 2026 | Apr 17, 2026 |
| Financial Insights, Inc. | History | Reduced | 14,573 | 984 | 0.32% | 0.33% | 1533 | -550 | -3.64% | Q1 2026 | May 18, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 14,580 | 984 | 0.59% | 0.55% | 1534 | +91 | 0.63% | Q1 2026 | May 11, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 14,531 | 981 | 0.08% | 0.07% | 1536 | +889 | 6.52% | Q1 2026 | Apr 24, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 14,531 | 981 | 0.27% | 0.41% | 1535 | +95 | 0.66% | Q1 2026 | Apr 08, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 14,494 | 978 | 0.1% | 0.09% | 1537 | -5 | -0.03% | Q1 2026 | May 15, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 14,409 | 974 | 0.28% | 1.92% | 1539 | -86,276 | -85.69% | Q1 2026 | Apr 30, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 14,435 | 974 | 0.12% | 0.12% | 1538 | +135 | 0.94% | Q1 2026 | Apr 16, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 14,406 | 972 | 0.14% | 0.14% | 1540 | -430 | -2.9% | Q1 2026 | May 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 14,365 | 970 | 0.14% | 0.13% | 1541 | +855 | 6.33% | Q1 2026 | Apr 20, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 13,110 | 970 | 0.1% | 0.12% | 1542 | -382 | -2.83% | Q1 2026 | May 12, 2026 |
| Clarity Financial LLC | History | Added to | 14,376 | 970 | 0.11% | 0.09% | 1543 | +113 | 0.79% | Q1 2026 | May 01, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 14,335 | 968 | 0.5% | 0.5% | 1544 | -512 | -3.45% | Q1 2026 | May 07, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 14,335 | 968 | 0.77% | 0.68% | 1545 | -125 | -0.86% | Q1 2026 | Apr 13, 2026 |
| TL Private Wealth | History | Reduced | 13,717 | 966 | 0.38% | 0.39% | 1546 | -848 | -5.82% | Q1 2026 | Apr 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 14,235 | 961 | 0.03% | 0.03% | 1547 | -225 | -1.56% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 14,227 | 960 | 0.07% | 0.55% | 1548 | -103,733 | -87.94% | Q1 2026 | May 05, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 14,206 | 959 | 0.29% | 0.3% | 1550 | +478 | 3.48% | Q1 2026 | May 05, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 14,215 | 959 | 0.25% | 0.25% | 1549 | +3 | 0.02% | Q1 2026 | May 01, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 14,145 | 955 | 0.09% | 0.09% | 1551 | +125 | 0.89% | Q1 2026 | Apr 30, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 14,135 | 954 | 0.05% | 0.05% | 1552 | -490 | -3.35% | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 14,110 | 952 | 0.48% | 0.39% | 1554 | +2,609 | 22.68% | Q1 2026 | May 15, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 14,110 | 952 | 0.72% | 0.76% | 1553 | -1,113 | -7.31% | Q1 2026 | Apr 16, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 14,090 | 951 | 0.16% | 0.13% | 1555 | +2,195 | 18.45% | Q1 2026 | May 08, 2026 |
| Investment Research & Advisory Group, Inc. | History | Reduced | 14,095 | 951 | 0.33% | 0.34% | 1556 | -1,452 | -9.34% | Q1 2026 | Apr 20, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 13,968 | 943 | 0.5% | 0.34% | 1557 | +437 | 3.23% | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 13,953 | 942 | 0.24% | 0.34% | 1558 | -6,755 | -32.62% | Q1 2026 | Apr 17, 2026 |
| Demars Financial Group, LLC | History | Reduced | 13,847 | 935 | 0.31% | 0.31% | 1560 | -21 | -0.15% | Q1 2026 | Apr 29, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 13,853 | 935 | 0.05% | 0.05% | 1559 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Requisite Capital Management, LLC | History | Reduced | 13,823 | 933 | 0.17% | 0.21% | 1561 | -2,600 | -15.83% | Q1 2026 | May 14, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 13,788 | 931 | 0.18% | 0.18% | 1562 | +107 | 0.78% | Q1 2026 | May 11, 2026 |
| Courage Miller Partners, LLC | History | Added to | 13,772 | 930 | 0.26% | 0.27% | 1563 | +84 | 0.61% | Q1 2026 | Apr 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 13,747 | 928 | 0.0% | 0.0% | 1564 | +6,895 | 100.63% | Q1 2026 | May 13, 2026 |
| Next Level Private LLC | History | Reduced | 13,757 | 928 | 0.21% | 0.24% | 1565 | -8 | -0.06% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 13,653 | 927 | 0.05% | 0.04% | 1567 | -92 | -0.67% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 13,739 | 927 | 0.14% | 0.14% | 1569 | +12 | 0.09% | Q1 2026 | Apr 22, 2026 |
| North Star Investment Management Corp. | History | No change | 13,740 | 927 | 0.06% | 0.06% | 1566 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Occidental Asset Management, LLC | History | No change | 13,729 | 927 | 0.11% | 0.11% | 1568 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Financial Planning Navigators CORP | History | Added to | 13,703 | 925 | 0.41% | 0.35% | 1570 | +2,118 | 18.28% | Q1 2026 | Apr 21, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 13,672 | 923 | 0.57% | 0.23% | 1571 | +8,468 | 162.72% | Q1 2026 | May 05, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 13,666 | 922 | 0.03% | 0.03% | 1572 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Traub Capital Management LLC | History | Reduced | 13,627 | 920 | 0.91% | 0.87% | 1573 | -100 | -0.73% | Q1 2026 | Apr 23, 2026 |
| Brookmont Capital Management | History | Added to | 13,579 | 916 | 0.51% | 0.52% | 1574 | +44 | 0.33% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 13,521 | 913 | 0.04% | 0.04% | 1575 | -1,716 | -11.26% | Q1 2026 | Apr 27, 2026 |
| Nemes Rush Group LLC | History | Reduced | 13,531 | 913 | 0.09% | 0.09% | 1576 | -829 | -5.77% | Q1 2026 | Apr 21, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 13,473 | 909 | 0.64% | 0.65% | 1577 | -38 | -0.28% | Q1 2026 | May 01, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 13,440 | 907 | 0.08% | — | 1578 | +13,440 | New | Q1 2026 | May 06, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 13,340 | 900 | 0.25% | 0.33% | 1579 | -18,670 | -58.33% | Q1 2026 | Apr 24, 2026 |
| BAYBAN | History | No change | 13,329 | 900 | 0.78% | 0.78% | 1580 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bogart Wealth, LLC | History | Added to | 13,306 | 898 | 0.03% | 0.04% | 1581 | +56 | 0.42% | Q1 2026 | Apr 28, 2026 |
| WBH ADVISORY INC | History | Reduced | 13,134 | 894 | 0.07% | 0.07% | 1582 | -602 | -4.38% | Q1 2026 | Apr 27, 2026 |
| Saiph Capital, LLC | History | Added to | 13,218 | 892 | 0.34% | 0.3% | 1583 | +680 | 5.42% | Q1 2026 | May 12, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 13,179 | 889 | 0.05% | 0.09% | 1584 | -12,497 | -48.67% | Q1 2026 | Apr 21, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 13,092 | 884 | 0.12% | 0.12% | 1586 | -881 | -6.31% | Q1 2026 | Apr 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 13,101 | 884 | 0.43% | 0.41% | 1585 | +50 | 0.38% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 13,051 | 881 | 0.19% | 0.13% | 1587 | +2,427 | 22.84% | Q1 2026 | Apr 30, 2026 |
| Gemmer Asset Management LLC | History | Added to | 13,003 | 878 | 0.07% | 0.07% | 1588 | +89 | 0.69% | Q1 2026 | Apr 22, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 12,993 | 877 | 0.1% | 0.08% | 1589 | +3,108 | 31.44% | Q1 2026 | May 06, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 12,259 | 876 | 0.24% | 0.24% | 1590 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 12,955 | 875 | 0.22% | 0.2% | 1591 | +3 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Talon Private Wealth, LLC | History | New | 12,949 | 874 | 0.12% | — | 1592 | +12,949 | New | Q1 2026 | May 15, 2026 |
| PSI Advisors, LLC | History | Reduced | 12,895 | 870 | 0.21% | 0.21% | 1593 | -65 | -0.5% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 12,870 | 869 | 0.14% | 0.09% | 1595 | +2,303 | 21.79% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Added to | 12,871 | 869 | 0.29% | 0.21% | 1594 | +707 | 5.81% | Q1 2026 | May 01, 2026 |
| Emprise Bank | History | No change | 12,867 | 868 | 0.35% | 0.35% | 1596 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 12,846 | 867 | 0.17% | 0.18% | 1597 | +23 | 0.18% | Q1 2026 | May 01, 2026 |
| Luminvest Wealth Management LLC | History | No change | 11,914 | 867 | 0.23% | 0.22% | 1598 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 12,833 | 866 | 0.77% | — | 1603 | +12,833 | New | Q1 2026 | May 07, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 12,828 | 866 | 0.12% | 0.13% | 1601 | -967 | -7.01% | Q1 2026 | Apr 20, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 12,835 | 866 | 0.52% | 0.4% | 1600 | +644 | 5.28% | Q1 2026 | Apr 15, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 12,825 | 866 | 0.25% | 0.25% | 1599 | -635 | -4.72% | Q1 2026 | Apr 23, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 12,817 | 866 | 0.3% | 0.29% | 1602 | +26 | 0.2% | Q1 2026 | Apr 08, 2026 |
| Stonebrook Private Inc. | History | Reduced | 12,817 | 865 | 0.18% | 0.18% | 1605 | -379 | -2.87% | Q1 2026 | May 11, 2026 |
| Sage Capital Advisors,llc | History | Added to | 12,811 | 865 | 0.2% | 0.2% | 1604 | +29 | 0.23% | Q1 2026 | Apr 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 12,804 | 864 | 0.11% | 0.1% | 1606 | -297 | -2.27% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 12,801 | 864 | 0.11% | 0.1% | 1607 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 12,780 | 863 | 0.47% | 0.48% | 1608 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 12,697 | 857 | 0.1% | 0.07% | 1610 | +3,723 | 41.49% | Q1 2026 | Apr 07, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 12,695 | 857 | 0.05% | 0.04% | 1609 | -685 | -5.12% | Q1 2026 | Apr 13, 2026 |
| KWMG, LLC | History | Reduced | 12,677 | 856 | 0.07% | 0.07% | 1611 | -61 | -0.48% | Q1 2026 | Apr 09, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 12,677 | 856 | 0.4% | 0.42% | 1612 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 12,672 | 855 | 0.11% | 0.12% | 1613 | -219 | -1.7% | Q1 2026 | Apr 08, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 14,566 | 849 | 0.27% | 0.18% | 1614 | -501 | -3.33% | Q1 2026 | Apr 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 12,557 | 847 | 0.09% | 0.09% | 1615 | -80 | -0.63% | Q1 2026 | Apr 14, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 12,502 | 844 | 0.52% | 0.05% | 1616 | +11,150 | 824.7% | Q1 2026 | May 15, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 12,483 | 842 | 0.07% | 0.06% | 1617 | +1,285 | 11.48% | Q1 2026 | Apr 21, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 12,479 | 842 | 0.59% | 0.49% | 1619 | +65 | 0.52% | Q1 2026 | Apr 30, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 12,478 | 842 | 0.56% | 0.56% | 1618 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SWMG, LLC | History | Reduced | 12,430 | 839 | 0.24% | 0.25% | 1623 | -375 | -2.93% | Q1 2026 | Apr 24, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 12,437 | 839 | 0.12% | 0.11% | 1624 | -327 | -2.56% | Q1 2026 | May 15, 2026 |
| JT Stratford LLC | History | Added to | 12,429 | 839 | 0.11% | 0.1% | 1621 | +120 | 0.97% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 12,436 | 839 | 0.32% | 0.32% | 1622 | +90 | 0.73% | Q1 2026 | Apr 21, 2026 |
| ALERUS FINANCIAL NA | History | No change | 12,425 | 839 | 0.04% | 0.04% | 1620 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 12,413 | 838 | 0.11% | 0.1% | 1625 | +785 | 6.75% | Q1 2026 | Apr 27, 2026 |
| Security National Bank | History | Added to | 12,393 | 836 | 0.12% | 0.12% | 1626 | +171 | 1.4% | Q1 2026 | Apr 16, 2026 |
| Crews Bank & Trust | History | Reduced | 12,309 | 831 | 0.12% | 0.12% | 1627 | -458 | -3.59% | Q1 2026 | May 13, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 12,159 | 829 | 0.34% | 0.33% | 1629 | +178 | 1.49% | Q1 2026 | Apr 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 12,280 | 829 | 0.43% | 0.44% | 1628 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 12,267 | 828 | 0.43% | 0.46% | 1630 | -682 | -5.27% | Q1 2026 | Apr 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 12,213 | 824 | 0.01% | 0.01% | 1631 | +1,492 | 13.92% | Q1 2026 | Apr 07, 2026 |
| CVFG LLC | History | Added to | 12,167 | 821 | 0.1% | 0.44% | 1632 | +2,513 | 26.03% | Q1 2026 | Apr 29, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Added to | 12,148 | 820 | 0.7% | 0.66% | 1633 | +271 | 2.28% | Q1 2026 | Apr 28, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 12,111 | 817 | 0.14% | 0.16% | 1634 | -1,765 | -12.72% | Q1 2026 | Apr 17, 2026 |
| Vantus Wealth LLC | History | No change | 12,368 | 816 | 0.6% | 0.6% | 1635 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Heritage Trust Co | History | Added to | 12,026 | 812 | 0.08% | 0.06% | 1636 | +2,798 | 30.32% | Q1 2026 | May 13, 2026 |
| Seneca House Advisors | History | Added to | 11,998 | 810 | 0.32% | 0.29% | 1637 | +55 | 0.46% | Q1 2026 | May 01, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 11,990 | 809 | 0.21% | 0.18% | 1638 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 11,990 | 809 | 0.11% | 0.11% | 1639 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 11,959 | 807 | 0.24% | 0.23% | 1641 | +238 | 2.03% | Q1 2026 | Apr 16, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 11,956 | 807 | 0.28% | 0.27% | 1640 | +24 | 0.2% | Q1 2026 | Apr 23, 2026 |
| First Financial Bank - Trust Division | History | Added to | 11,916 | 804 | 0.06% | 0.04% | 1642 | +4,682 | 64.72% | Q1 2026 | Apr 01, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 11,904 | 803 | 0.17% | 0.17% | 1643 | -486 | -3.92% | Q1 2026 | May 13, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 11,847 | 800 | 0.16% | 0.16% | 1644 | -466 | -3.78% | Q1 2026 | Apr 20, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | Added to | 11,800 | 796 | 0.42% | 0.16% | 1645 | +6,100 | 107.02% | Q1 2026 | May 04, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 11,795 | 796 | 0.28% | 0.35% | 1646 | -3,037 | -20.48% | Q1 2026 | Apr 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,787 | 795 | 0.01% | 0.01% | 1647 | -264 | -2.19% | Q1 2026 | May 14, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 11,758 | 794 | 0.51% | 0.47% | 1648 | +715 | 6.47% | Q1 2026 | Apr 30, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 11,735 | 792 | 0.32% | 0.34% | 1649 | -167 | -1.4% | Q1 2026 | May 13, 2026 |
| Capasso Planning Partners LLC | History | No change | 12,006 | 792 | 0.43% | 0.43% | 1650 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 11,715 | 791 | 0.31% | 0.29% | 1651 | -290 | -2.42% | Q1 2026 | Apr 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 11,702 | 790 | 0.06% | 0.06% | 1652 | -85 | -0.72% | Q1 2026 | May 15, 2026 |
| Clearview Wealth Management LLC | History | New | 11,670 | 788 | 0.56% | — | 1654 | +11,670 | New | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | No change | 11,677 | 788 | 0.07% | 0.07% | 1653 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 11,659 | 787 | 0.07% | 0.07% | 1655 | +10 | 0.09% | Q1 2026 | May 04, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 11,650 | 786 | 0.08% | 0.09% | 1656 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 11,626 | 785 | 0.03% | 0.02% | 1657 | +497 | 4.47% | Q1 2026 | May 15, 2026 |
| Steffes Financial, Ltd. | History | Reduced | 11,591 | 782 | 0.41% | 0.54% | 1658 | -4,147 | -26.35% | Q1 2026 | May 15, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Reduced | 11,567 | 781 | 0.05% | 0.06% | 1659 | -5,668 | -32.89% | Q1 2026 | Apr 15, 2026 |
| Centurion Wealth Management LLC | History | No change | 11,566 | 781 | 0.18% | 0.17% | 1660 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Burton Enright Welch | History | Added to | 11,561 | 780 | 0.11% | 0.09% | 1662 | +2,226 | 23.85% | Q1 2026 | May 01, 2026 |
| Columbia Bank | History | Added to | 11,564 | 780 | 0.22% | 0.21% | 1661 | +324 | 2.88% | Q1 2026 | Apr 28, 2026 |
| Westmount Partners, LLC | History | Reduced | 11,505 | 776 | 0.19% | 0.2% | 1663 | -658 | -5.41% | Q1 2026 | Apr 16, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 11,467 | 774 | 0.08% | 0.04% | 1664 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 11,448 | 773 | 0.02% | 0.02% | 1665 | +1,323 | 13.07% | Q1 2026 | May 06, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | New | 11,432 | 772 | 0.19% | — | 1667 | +11,432 | New | Q1 2026 | Apr 07, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 11,438 | 772 | 0.1% | 0.11% | 1666 | -1,434 | -11.14% | Q1 2026 | Apr 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 11,675 | 771 | 0.2% | 0.2% | 1668 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 11,405 | 770 | 0.04% | 0.02% | 1669 | +6,854 | 150.6% | Q1 2026 | Apr 29, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 11,400 | 769 | 0.11% | 0.1% | 1670 | +34 | 0.3% | Q1 2026 | May 07, 2026 |
| Slow Capital, Inc. | History | No change | 11,395 | 769 | 0.1% | 0.09% | 1671 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 11,351 | 766 | 0.29% | — | 1673 | +11,351 | New | Q1 2026 | Apr 28, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 11,344 | 766 | 0.23% | 0.25% | 1672 | -633 | -5.29% | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | Added to | 11,338 | 765 | 0.01% | 0.01% | 1674 | +102 | 0.91% | Q1 2026 | Apr 20, 2026 |
| Legacy Bridge, LLC | History | Added to | 11,301 | 763 | 0.29% | 0.29% | 1675 | +608 | 5.69% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 11,290 | 762 | 0.04% | 0.01% | 1676 | +7,400 | 190.23% | Q1 2026 | May 15, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 11,285 | 762 | 0.28% | 0.28% | 1677 | -476 | -4.05% | Q1 2026 | Apr 22, 2026 |
| Estate Counselors, LLC | History | New | 11,260 | 760 | 0.07% | — | 1678 | +11,260 | New | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 11,254 | 759 | 0.05% | 0.05% | 1679 | +53 | 0.47% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Reduced | 11,234 | 758 | 0.07% | 0.08% | 1680 | -51 | -0.45% | Q1 2026 | Apr 30, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 11,212 | 757 | 0.19% | 0.22% | 1683 | -904 | -7.46% | Q1 2026 | Apr 29, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 11,217 | 757 | 0.04% | 0.04% | 1682 | +171 | 1.55% | Q1 2026 | May 04, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 11,213 | 757 | 0.06% | 0.06% | 1681 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 11,205 | 756 | 0.01% | 0.01% | 1684 | +5,408 | 93.29% | Q1 2026 | Apr 27, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 11,201 | 756 | 0.05% | 0.05% | 1685 | -41 | -0.36% | Q1 2026 | Apr 22, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 11,174 | 754 | 0.46% | 0.4% | 1686 | +234 | 2.14% | Q1 2026 | May 15, 2026 |
| Northwest Wealth Advisors, LLC | History | Reduced | 11,152 | 753 | 0.54% | 0.69% | 1687 | -2,289 | -17.03% | Q1 2026 | Apr 29, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 11,126 | 751 | 0.24% | 0.25% | 1689 | -49 | -0.44% | Q1 2026 | May 04, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 11,123 | 751 | 0.32% | 0.33% | 1690 | +26 | 0.23% | Q1 2026 | Apr 29, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 11,125 | 751 | 0.06% | 0.02% | 1688 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 11,132 | 751 | 0.15% | 0.16% | 1691 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 11,119 | 750 | 0.25% | 0.26% | 1692 | -69 | -0.62% | Q1 2026 | Apr 17, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 11,081 | 748 | 0.13% | 0.12% | 1693 | +142 | 1.3% | Q1 2026 | Apr 29, 2026 |
| Truepoint, Inc. | History | Added to | 11,069 | 747 | 0.02% | 0.02% | 1694 | +250 | 2.31% | Q1 2026 | May 08, 2026 |
| Objective Capital Management, LLC | History | Reduced | 11,054 | 746 | 0.75% | 0.75% | 1696 | -109 | -0.98% | Q1 2026 | May 04, 2026 |
| Planned Solutions, Inc. | History | Added to | 11,052 | 746 | 0.24% | 0.23% | 1695 | +19 | 0.17% | Q1 2026 | Apr 09, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 11,041 | 745 | 0.05% | 0.05% | 1697 | +5 | 0.05% | Q1 2026 | May 06, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 11,011 | 743 | 0.02% | 0.02% | 1698 | +20 | 0.18% | Q1 2026 | May 15, 2026 |
| Gibbs Wealth Management | History | Added to | 10,995 | 742 | 0.1% | 0.08% | 1699 | +6,423 | 140.49% | Q1 2026 | May 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 10,985 | 741 | 0.05% | 0.05% | 1700 | -325 | -2.87% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 10,985 | 741 | 0.08% | 0.08% | 1701 | +109 | 1.0% | Q1 2026 | Apr 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 10,930 | 738 | 0.08% | 0.08% | 1703 | -49 | -0.45% | Q1 2026 | Apr 22, 2026 |
| One Capital Management, LLC | History | Added to | 10,937 | 738 | 0.02% | 0.02% | 1702 | +44 | 0.4% | Q1 2026 | May 12, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 10,876 | 734 | 0.22% | 0.23% | 1704 | -717 | -6.18% | Q1 2026 | Apr 20, 2026 |
| Sepio Capital, LP | History | New | 10,842 | 732 | 0.04% | — | 1706 | +10,842 | New | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Reduced | 10,853 | 732 | 0.13% | 0.14% | 1705 | -420 | -3.73% | Q1 2026 | Apr 24, 2026 |
| Aspen Investment Management Inc | History | Added to | 10,814 | 730 | 0.22% | 0.2% | 1707 | +980 | 9.97% | Q1 2026 | Apr 15, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 10,822 | 730 | 0.53% | 0.59% | 1708 | -473 | -4.19% | Q1 2026 | Apr 29, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 10,807 | 729 | 0.14% | 0.64% | 1709 | -53,043 | -83.07% | Q1 2026 | May 11, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 10,796 | 729 | 0.06% | 0.06% | 1710 | +505 | 4.91% | Q1 2026 | May 07, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 10,782 | 728 | 0.32% | 0.3% | 1711 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UNITED BANK | History | Reduced | 10,767 | 727 | 0.09% | 0.15% | 1712 | -6,176 | -36.45% | Q1 2026 | May 11, 2026 |
| Olde Wealth Management, LLC | History | No change | 10,776 | 727 | 0.23% | 0.22% | 1713 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CPC Advisors, LLC | History | Reduced | 10,728 | 724 | 0.12% | 0.1% | 1714 | -4,973 | -31.67% | Q1 2026 | Apr 16, 2026 |
| Abound Wealth Management | History | Added to | 10,713 | 723 | 0.16% | 0.1% | 1715 | +4,178 | 63.93% | Q1 2026 | Apr 10, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 10,702 | 722 | 0.49% | 0.48% | 1716 | -34 | -0.32% | Q1 2026 | Apr 21, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 10,685 | 721 | 0.67% | — | 1718 | +10,685 | New | Q1 2026 | May 05, 2026 |
| CLG LLC | History | Reduced | 10,684 | 721 | 0.18% | 0.18% | 1717 | -116 | -1.07% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 10,665 | 720 | 0.06% | 0.06% | 1719 | +225 | 2.16% | Q1 2026 | Apr 20, 2026 |
| ROGCO, LP | History | Reduced | 10,649 | 719 | 0.24% | 2.82% | 1721 | -118,198 | -91.74% | Q1 2026 | May 04, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 10,655 | 719 | 0.16% | 0.17% | 1720 | -328 | -2.99% | Q1 2026 | Apr 14, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 10,622 | 717 | 0.39% | 0.41% | 1722 | -627 | -5.57% | Q1 2026 | Apr 09, 2026 |
| Wellington Grp LLC | History | Added to | 10,625 | 717 | 0.22% | 0.23% | 1724 | +160 | 1.53% | Q1 2026 | May 22, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 10,621 | 717 | 0.52% | 0.53% | 1723 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BCS Wealth Management | History | Reduced | 10,565 | 713 | 0.15% | 0.14% | 1725 | -10,285 | -49.33% | Q1 2026 | Apr 17, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 10,555 | 712 | 0.37% | 0.33% | 1726 | +2,000 | 23.38% | Q1 2026 | May 11, 2026 |
| Plancorp, LLC | History | Reduced | 10,100 | 711 | 0.02% | 0.03% | 1727 | -5,308 | -34.45% | Q1 2026 | Apr 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 10,459 | 706 | 0.3% | 0.31% | 1728 | -162 | -1.53% | Q1 2026 | May 11, 2026 |
| Oak Asset Management, LLC | History | Reduced | 10,415 | 703 | 0.24% | 0.23% | 1729 | -33 | -0.32% | Q1 2026 | Apr 15, 2026 |
| New Insight Wealth Advisors | History | Reduced | 10,384 | 701 | 0.25% | 0.25% | 1731 | -147 | -1.4% | Q1 2026 | May 07, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 10,391 | 701 | 0.01% | 0.01% | 1730 | +140 | 1.37% | Q1 2026 | May 13, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 10,380 | 700 | 0.7% | 0.71% | 1733 | -1,000 | -8.79% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Reduced | 10,378 | 700 | 0.12% | 0.11% | 1732 | -18 | -0.17% | Q1 2026 | Apr 16, 2026 |
| Krilogy Financial LLC | History | Reduced | 9,791 | 699 | 0.02% | 0.02% | 1734 | -728 | -6.92% | Q1 2026 | Apr 17, 2026 |
| Bath Savings Trust Co | History | Added to | 10,348 | 698 | 0.07% | 0.06% | 1735 | +475 | 4.81% | Q1 2026 | Apr 07, 2026 |
| DAGCO, INC. | History | Reduced | 10,313 | 696 | 0.15% | 0.16% | 1736 | -175 | -1.67% | Q1 2026 | Apr 20, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Reduced | 10,292 | 695 | 0.21% | 0.21% | 1737 | -255 | -2.42% | Q1 2026 | May 13, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 10,295 | 695 | 0.26% | 0.27% | 1738 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 10,295 | 695 | 0.13% | 0.13% | 1739 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFS Group,LLC | History | New | 10,272 | 693 | 0.62% | — | 1740 | +10,272 | New | Q1 2026 | May 18, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 10,253 | 692 | 0.22% | 0.23% | 1741 | -904 | -8.1% | Q1 2026 | May 13, 2026 |
| Meadowbrook Advisors Group, LLC | History | Reduced | 10,254 | 692 | 0.41% | 0.38% | 1743 | -149 | -1.43% | Q1 2026 | Apr 16, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 10,262 | 692 | 0.15% | 0.15% | 1742 | -99 | -0.96% | Q1 2026 | May 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 10,227 | 690 | 0.21% | 0.16% | 1744 | -1,265 | -11.01% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | Reduced | 10,207 | 689 | 0.11% | 0.13% | 1745 | -2,184 | -17.63% | Q1 2026 | May 06, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 10,208 | 689 | 0.06% | 0.05% | 1746 | +1,037 | 11.31% | Q1 2026 | May 07, 2026 |
| Hyposwiss Advisors SA | History | No change | 10,210 | 689 | 0.68% | 0.66% | 1747 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NWK Group, Inc. | History | Reduced | 10,202 | 688 | 0.26% | 0.24% | 1748 | -439 | -4.13% | Q1 2026 | May 07, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 10,189 | 688 | 0.32% | 0.31% | 1749 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pearl Planning LLC | History | Reduced | 10,188 | 687 | 0.37% | 0.42% | 1750 | -134 | -1.3% | Q1 2026 | Apr 30, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 10,159 | 686 | 0.12% | 0.18% | 1752 | -5,838 | -36.49% | Q1 2026 | Apr 28, 2026 |
| Facet Wealth, Inc. | History | Added to | 10,165 | 686 | 0.01% | 0.01% | 1751 | +3,034 | 42.55% | Q1 2026 | May 07, 2026 |
| Legacy Financial Group LLC | History | Reduced | 10,145 | 685 | 0.09% | 0.09% | 1753 | -224 | -2.16% | Q1 2026 | May 04, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 10,148 | 685 | 0.11% | 0.11% | 1754 | -67 | -0.66% | Q1 2026 | May 06, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 10,121 | 683 | 0.39% | 0.49% | 1756 | -2,762 | -21.44% | Q1 2026 | May 01, 2026 |
| Pandora Wealth, Inc. | History | No change | 10,353 | 683 | 0.42% | 0.42% | 1755 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 10,027 | 682 | 0.03% | 0.03% | 1757 | +1,151 | 12.97% | Q1 2026 | Apr 27, 2026 |
| Falcon Wealth Planning | History | Added to | 10,108 | 682 | 0.05% | 0.06% | 1758 | +62 | 0.62% | Q1 2026 | Apr 20, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 10,046 | 678 | 0.2% | 0.21% | 1760 | -1,097 | -9.84% | Q1 2026 | Apr 17, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 10,052 | 678 | 0.21% | 0.21% | 1761 | +16 | 0.16% | Q1 2026 | May 08, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 10,050 | 678 | 0.04% | 0.04% | 1759 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 10,034 | 677 | 0.46% | 0.46% | 1762 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FISHMAN JAY A LTD/MI | History | No change | 10,000 | 675 | 0.06% | 0.05% | 1763 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Burk Holdings LLC | History | No change | 9,985 | 674 | 0.29% | 0.31% | 1764 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 9,966 | 673 | 0.16% | 0.16% | 1765 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 9,963 | 672 | 0.19% | 0.27% | 1766 | -4,539 | -31.3% | Q1 2026 | May 07, 2026 |
| SIMA Wealth Partners, LLC | History | New | 9,922 | 670 | 0.51% | — | 1767 | +9,922 | New | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 9,903 | 668 | 0.28% | 0.29% | 1768 | -1,323 | -11.79% | Q1 2026 | Apr 22, 2026 |
| Graetz Wealth LLC | History | Added to | 9,893 | 668 | 0.6% | 0.59% | 1769 | +22 | 0.22% | Q1 2026 | Apr 30, 2026 |
| Vertrix Wealth Management, LLC | History | New | 9,874 | 666 | 0.25% | — | 1770 | +9,874 | New | Q1 2026 | Apr 24, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 9,811 | 662 | 0.05% | 0.05% | 1772 | -285 | -2.82% | Q1 2026 | May 05, 2026 |
| Opus Capital Group, LLC | History | Reduced | 9,802 | 662 | 0.07% | 0.07% | 1771 | -70 | -0.71% | Q1 2026 | Apr 30, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 9,797 | 661 | 0.2% | 0.2% | 1773 | -900 | -8.41% | Q1 2026 | Apr 27, 2026 |
| Quartz Partners, LLC | History | Added to | 9,746 | 658 | 0.25% | 0.23% | 1775 | +565 | 6.15% | Q1 2026 | May 05, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 9,747 | 658 | 0.03% | 0.03% | 1774 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 9,725 | 656 | 0.07% | — | 1777 | +9,725 | New | Q1 2026 | Apr 23, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 9,725 | 656 | 0.7% | 0.71% | 1776 | -605 | -5.86% | Q1 2026 | Apr 21, 2026 |
| American State Bank (Iowa) | History | Reduced | 9,705 | 655 | 0.31% | 0.35% | 1779 | -1,279 | -11.64% | Q1 2026 | Apr 14, 2026 |
| Powerhouse Assets LLC | History | Reduced | 9,700 | 655 | 0.57% | 0.59% | 1778 | -498 | -4.88% | Q1 2026 | Apr 28, 2026 |
| Farmers National Bank | History | No change | 9,915 | 654 | 0.15% | 0.15% | 1780 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Ruggaard & Associates LLC | History | No change | 9,854 | 650 | 0.26% | 0.26% | 1781 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Ballast, Inc. | History | Reduced | 9,615 | 649 | 0.15% | 0.15% | 1782 | -22 | -0.23% | Q1 2026 | May 15, 2026 |
| Adelphi Trust Co | History | Reduced | 9,597 | 648 | 0.53% | 0.6% | 1784 | -1,472 | -13.3% | Q1 2026 | Apr 01, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 9,600 | 648 | 0.11% | 0.11% | 1783 | -352 | -3.54% | Q1 2026 | Apr 17, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 9,576 | 646 | 0.18% | 0.17% | 1786 | +23 | 0.24% | Q1 2026 | Apr 27, 2026 |
| EQ LLC | History | No change | 9,568 | 646 | 0.18% | 0.18% | 1785 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Money Management, LLC | History | Reduced | 9,546 | 644 | 0.1% | 0.1% | 1787 | -390 | -3.93% | Q1 2026 | May 11, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 9,542 | 644 | 0.4% | 0.4% | 1788 | -58 | -0.6% | Q1 2026 | May 22, 2026 |
| Horizons Wealth Management | History | Reduced | 9,488 | 640 | 0.42% | 0.42% | 1789 | -196 | -2.02% | Q1 2026 | Apr 02, 2026 |
| Fortis Capital Management LLC | History | Added to | 9,473 | 639 | 0.07% | 0.04% | 1791 | +4,918 | 107.97% | Q1 2026 | May 11, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 9,463 | 639 | 0.12% | 0.12% | 1790 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Old North State Trust, LLC | History | No change | 9,443 | 638 | 0.38% | 0.37% | 1792 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 9,436 | 637 | 0.08% | 0.08% | 1793 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Carson Advisory Inc. | History | Added to | 9,408 | 635 | 0.33% | 0.28% | 1794 | +1,226 | 14.98% | Q1 2026 | May 07, 2026 |
| Legal & General Group Plc | History | Reduced | 9,400 | 634 | 0.0% | 0.0% | 1795 | -4,400 | -31.88% | Q1 2026 | May 08, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 9,388 | 633 | 0.2% | 0.19% | 1796 | -615 | -6.15% | Q1 2026 | Apr 28, 2026 |
| Athena Investment Management | History | Reduced | 9,388 | 633 | 0.33% | 0.32% | 1797 | -69 | -0.73% | Q1 2026 | May 11, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 9,348 | 631 | 0.21% | 0.23% | 1798 | -1,475 | -13.63% | Q1 2026 | Apr 03, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 9,331 | 630 | 0.45% | 0.09% | 1799 | +1,791 | 23.75% | Q1 2026 | Apr 14, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 9,279 | 626 | 0.39% | 0.4% | 1800 | -609 | -6.16% | Q1 2026 | Apr 22, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 9,281 | 626 | 0.09% | 0.09% | 1802 | -30 | -0.32% | Q1 2026 | Apr 21, 2026 |
| TME FINANCIAL, INC. | History | Added to | 9,275 | 626 | 0.43% | 0.43% | 1801 | +20 | 0.22% | Q1 2026 | May 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 9,246 | 624 | 0.18% | 0.22% | 1805 | -2,157 | -18.92% | Q1 2026 | Apr 30, 2026 |
| MOTCO | History | Reduced | 9,248 | 624 | 0.06% | 0.07% | 1804 | -1,775 | -16.1% | Q1 2026 | Apr 22, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 9,253 | 624 | 0.07% | 0.07% | 1803 | -164 | -1.74% | Q1 2026 | Apr 21, 2026 |
| LAM GROUP, INC. | History | No change | 9,250 | 624 | 0.34% | 0.35% | 1806 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 9,232 | 623 | 0.21% | — | 1807 | +9,232 | New | Q1 2026 | May 14, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 9,220 | 622 | 0.06% | — | 1809 | +9,220 | New | Q1 2026 | May 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 9,224 | 622 | 0.03% | 0.03% | 1808 | -380 | -3.96% | Q1 2026 | Apr 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 9,203 | 621 | 0.39% | 0.2% | 1810 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Goodman Financial Corp | History | No change | 9,165 | 618 | 0.11% | 0.11% | 1811 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 9,365 | 618 | 0.02% | 0.02% | 1812 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 9,100 | 614 | 0.07% | 0.07% | 1814 | -35 | -0.38% | Q1 2026 | Apr 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 9,096 | 614 | 0.04% | 0.04% | 1813 | -1 | -0.01% | Q1 2026 | Apr 27, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 9,067 | 612 | 0.09% | 0.08% | 1815 | +1,400 | 18.26% | Q1 2026 | Apr 24, 2026 |
| Lazard Freres Gestion S.A.S. | History | No change | 9,050 | 611 | 0.01% | 0.01% | 1816 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Asempa Wealth Advisors | History | Reduced | 8,965 | 610 | 0.53% | 0.53% | 1818 | -450 | -4.78% | Q1 2026 | Apr 08, 2026 |
| Canandaigua National Trust Co of Florida | History | No change | 9,045 | 610 | 0.49% | 0.37% | 1817 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 9,031 | 609 | 0.27% | 0.18% | 1819 | +2,686 | 42.33% | Q1 2026 | Apr 28, 2026 |
| NORDEN GROUP LLC | History | Added to | 9,031 | 609 | 0.06% | 0.05% | 1820 | +1,840 | 25.59% | Q1 2026 | Apr 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 9,185 | 606 | 0.17% | 0.17% | 1821 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 8,950 | 604 | 0.09% | 0.09% | 1822 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LVW Advisors, LLC | History | Reduced | 8,918 | 602 | 0.06% | 0.06% | 1823 | -218 | -2.39% | Q1 2026 | Apr 20, 2026 |
| City State Bank | History | Reduced | 8,915 | 602 | 0.16% | 0.16% | 1824 | -55 | -0.61% | Q1 2026 | Apr 20, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 8,900 | 600 | 0.17% | 0.08% | 1825 | +4,847 | 119.59% | Q1 2026 | May 07, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 8,890 | 600 | 0.19% | 0.26% | 1826 | -3,883 | -30.4% | Q1 2026 | Apr 22, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 8,856 | 598 | 0.45% | 0.43% | 1828 | -152 | -1.69% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 8,860 | 598 | 0.15% | 0.54% | 1827 | -63 | -0.71% | Q1 2026 | May 12, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 8,846 | 597 | 0.23% | 0.21% | 1829 | +26 | 0.29% | Q1 2026 | Apr 15, 2026 |
| JB Capital LLC | History | Added to | 8,831 | 596 | 0.02% | 0.02% | 1830 | +1,007 | 12.87% | Q1 2026 | Apr 27, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 8,804 | 594 | 0.23% | 0.2% | 1831 | -124 | -1.39% | Q1 2026 | May 08, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 8,786 | 593 | 0.2% | 0.19% | 1832 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| McLean Asset Management Corp | History | No change | 8,749 | 590 | 0.1% | 0.11% | 1833 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 8,731 | 589 | 0.29% | 0.15% | 1834 | +3,927 | 81.74% | Q1 2026 | May 07, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 8,718 | 588 | 0.06% | 0.06% | 1835 | +3 | 0.03% | Q1 2026 | Apr 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 8,682 | 586 | 0.0% | 0.0% | 1836 | +502 | 6.14% | Q1 2026 | May 13, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 8,667 | 585 | 0.09% | 0.05% | 1838 | +4,052 | 87.8% | Q1 2026 | Apr 21, 2026 |
| DDD Partners, LLC | History | Reduced | 8,664 | 585 | 0.04% | 0.04% | 1837 | -1,074 | -11.03% | Q1 2026 | Apr 28, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 8,649 | 584 | 0.11% | 0.11% | 1839 | -622 | -6.71% | Q1 2026 | May 15, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 8,608 | 581 | 0.1% | 0.13% | 1840 | -2,176 | -20.18% | Q1 2026 | May 01, 2026 |
| DB&C Advisors, LLC | History | Reduced | 8,565 | 578 | 0.75% | 0.74% | 1841 | -371 | -4.15% | Q1 2026 | Apr 24, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 8,568 | 578 | 0.19% | 0.19% | 1842 | -38 | -0.44% | Q1 2026 | May 08, 2026 |
| XPONANCE LLC | History | New | 8,535 | 576 | 0.0% | — | 1844 | +8,535 | New | Q1 2026 | May 13, 2026 |
| Insight Inv LLC | History | Reduced | 8,535 | 576 | 0.32% | 0.33% | 1843 | -265 | -3.01% | Q1 2026 | Apr 27, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 8,525 | 575 | 0.13% | 0.12% | 1845 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 8,478 | 572 | 0.25% | 0.26% | 1846 | -30 | -0.35% | Q1 2026 | Apr 22, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 8,462 | 571 | 0.22% | 0.21% | 1848 | +454 | 5.67% | Q1 2026 | May 05, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 8,460 | 571 | 0.4% | 0.39% | 1847 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 8,445 | 570 | 0.11% | 0.12% | 1850 | -222 | -2.56% | Q1 2026 | May 07, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 8,443 | 570 | 0.23% | 0.24% | 1851 | -68 | -0.8% | Q1 2026 | Apr 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 8,453 | 570 | 0.1% | 0.09% | 1849 | +31 | 0.37% | Q1 2026 | Apr 22, 2026 |
| Code Waechter LLC | History | No change | 8,455 | 570 | 0.34% | 0.36% | 1852 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 8,435 | 569 | 0.05% | 0.03% | 1853 | +4,105 | 94.8% | Q1 2026 | Apr 09, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 8,437 | 569 | 0.05% | 0.05% | 1854 | -199 | -2.3% | Q1 2026 | Apr 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 8,400 | 567 | 0.11% | 0.1% | 1855 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PAX Financial Group, LLC | History | Reduced | 8,374 | 565 | 0.1% | 0.2% | 1857 | -9,161 | -52.24% | Q1 2026 | Apr 27, 2026 |
| Northwest Capital Management Inc | History | No change | 8,568 | 565 | 2.45% | 2.45% | 1856 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 8,573 | 565 | 0.18% | 0.18% | 1858 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 8,354 | 564 | 0.07% | 0.07% | 1859 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Roundview Capital LLC | History | No change | 8,348 | 563 | 0.04% | 0.03% | 1860 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 8,350 | 563 | 0.08% | 0.09% | 1861 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TFC Financial Management, Inc. | History | Added to | 8,335 | 562 | 0.07% | 0.04% | 1862 | +3,458 | 70.9% | Q1 2026 | Apr 23, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 8,299 | 560 | 0.07% | 0.04% | 1863 | +3,624 | 77.52% | Q1 2026 | May 11, 2026 |
| Somerset Trust Co | History | Reduced | 8,280 | 559 | 0.17% | 0.23% | 1865 | -3,005 | -26.63% | Q1 2026 | Apr 02, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 8,285 | 559 | 0.03% | 0.04% | 1864 | -1,900 | -18.65% | Q1 2026 | Apr 20, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 8,276 | 558 | 0.1% | 0.1% | 1866 | +22 | 0.27% | Q1 2026 | May 11, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 8,275 | 558 | 0.32% | 0.31% | 1867 | +5 | 0.06% | Q1 2026 | Apr 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 8,250 | 557 | 0.14% | 0.18% | 1869 | -315 | -3.68% | Q1 2026 | May 08, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 8,451 | 557 | 0.11% | 0.11% | 1868 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 8,182 | 552 | 0.15% | 0.18% | 1870 | -1,955 | -19.29% | Q1 2026 | May 12, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 8,174 | 551 | 0.48% | 0.45% | 1871 | +8 | 0.1% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Reduced | 8,132 | 549 | 0.03% | 0.03% | 1872 | -1,013 | -11.08% | Q1 2026 | May 13, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 8,143 | 549 | 0.07% | 0.06% | 1873 | +42 | 0.52% | Q1 2026 | Apr 27, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 8,119 | 548 | 0.3% | 0.29% | 1875 | -10 | -0.12% | Q1 2026 | May 12, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 8,125 | 548 | 0.1% | 0.08% | 1874 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 8,095 | 546 | 0.29% | 0.29% | 1876 | -210 | -2.53% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 8,075 | 545 | 0.03% | 0.04% | 1878 | -2,497 | -23.62% | Q1 2026 | Apr 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 8,082 | 545 | 0.06% | 0.06% | 1877 | -113 | -1.38% | Q1 2026 | Apr 15, 2026 |
| Inspire Advisors, LLC | History | Reduced | 8,064 | 544 | 0.04% | 0.05% | 1879 | -874 | -9.78% | Q1 2026 | May 15, 2026 |
| LAWOOD & CO | History | No change | 8,070 | 544 | 0.5% | 0.5% | 1880 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,613 | 543 | 0.03% | 0.03% | 1881 | +1,090 | 16.71% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 8,054 | 543 | 0.14% | 0.14% | 1883 | -65 | -0.8% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 8,046 | 543 | 0.23% | 0.23% | 1882 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Collar Capital Management, LLC | History | Reduced | 8,000 | 540 | 0.35% | 0.36% | 1885 | -125 | -1.54% | Q1 2026 | May 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 8,010 | 540 | 0.12% | 0.11% | 1884 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 7,988 | 539 | 0.09% | 0.11% | 1886 | -2,442 | -23.41% | Q1 2026 | May 14, 2026 |
| ARWA LLC | History | Reduced | 7,633 | 539 | 0.27% | 0.31% | 1888 | -497 | -6.11% | Q1 2026 | Apr 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 7,982 | 539 | 0.17% | 0.16% | 1887 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Martin Capital Advisors, LLP | History | No change | 7,975 | 538 | 0.34% | 0.31% | 1889 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dynamic Financial Group | History | Added to | 7,961 | 537 | 0.44% | 0.39% | 1890 | +1,044 | 15.09% | Q1 2026 | May 12, 2026 |
| Secure Asset Management, LLC | History | Reduced | 7,918 | 534 | 0.08% | 0.13% | 1891 | -4,855 | -38.01% | Q1 2026 | Apr 09, 2026 |
| Wealth Quarterback LLC | History | Reduced | 7,915 | 534 | 0.21% | 0.2% | 1892 | -344 | -4.17% | Q1 2026 | Apr 09, 2026 |
| Blue Edge Capital, LLC | History | No change | 8,085 | 533 | 0.07% | 0.07% | 1893 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 7,890 | 532 | 0.22% | 0.22% | 1894 | -223 | -2.75% | Q1 2026 | Apr 21, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 7,864 | 531 | 0.2% | 0.24% | 1896 | +248 | 3.26% | Q1 2026 | May 15, 2026 |
| Radnor Capital Management, LLC | History | Added to | 7,869 | 531 | 0.08% | 0.08% | 1895 | +15 | 0.19% | Q1 2026 | Apr 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,250 | 527 | 0.04% | 0.04% | 1897 | +733 | 11.25% | Q1 2026 | May 01, 2026 |
| Indie Asset Partners, LLC | History | Added to | 7,793 | 526 | 0.6% | 0.51% | 1898 | +856 | 12.34% | Q1 2026 | May 08, 2026 |
| Summit Global Investments | History | New | 7,777 | 525 | 0.03% | — | 1900 | +7,777 | New | Q1 2026 | May 07, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 7,782 | 525 | 0.16% | 0.1% | 1899 | +2,775 | 55.42% | Q1 2026 | Apr 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 7,760 | 524 | 0.01% | 0.02% | 1902 | -5,189 | -40.07% | Q1 2026 | May 14, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 7,769 | 524 | 0.05% | 0.06% | 1901 | -303 | -3.75% | Q1 2026 | Apr 08, 2026 |
| Piedmont Capital Management, LLC/NC | History | Reduced | 7,750 | 523 | 0.35% | 0.34% | 1905 | -8 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Drexel Morgan & Co. | History | No change | 7,755 | 523 | 0.08% | 0.08% | 1903 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Financial Private Client, LLC | History | No change | 7,749 | 523 | 0.17% | 0.18% | 1904 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 7,529 | 521 | 0.04% | 0.04% | 1906 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 7,708 | 520 | 0.05% | 0.05% | 1907 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 7,694 | 519 | 0.06% | 0.08% | 1908 | -2,537 | -24.8% | Q1 2026 | May 01, 2026 |
| Pacifica Partners Inc. | History | Reduced | 7,687 | 519 | 0.17% | 0.26% | 1909 | -1,161 | -13.12% | Q1 2026 | Apr 09, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 7,673 | 518 | 0.06% | 0.06% | 1910 | -594 | -7.19% | Q1 2026 | May 04, 2026 |
| Brookwood Investment Group LLC | History | Added to | 7,683 | 518 | 0.06% | 0.06% | 1911 | +298 | 4.04% | Q1 2026 | May 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 7,661 | 517 | 0.06% | 0.07% | 1913 | -398 | -4.94% | Q1 2026 | Apr 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 7,659 | 517 | 0.05% | 0.05% | 1912 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Eagle Strategies LLC | History | Reduced | 7,656 | 516 | 0.06% | 0.08% | 1917 | -1,414 | -15.59% | Q1 2026 | Apr 20, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 7,645 | 516 | 0.46% | 0.68% | 1916 | +674 | 9.67% | Q1 2026 | May 11, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 7,650 | 516 | 0.01% | 0.01% | 1914 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Liberty Capital Management, Inc. | History | No change | 7,833 | 516 | 0.1% | 0.1% | 1915 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Symmetry Partners, LLC | History | Added to | 7,605 | 513 | 0.03% | 0.01% | 1919 | +3,964 | 108.87% | Q1 2026 | Apr 27, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 7,606 | 513 | 0.04% | 0.02% | 1918 | +3,487 | 84.66% | Q1 2026 | Apr 27, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 7,602 | 513 | 0.06% | 0.07% | 1920 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 7,778 | 513 | 0.31% | 0.31% | 1921 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 7,585 | 512 | 0.18% | 0.17% | 1922 | -26 | -0.34% | Q1 2026 | May 13, 2026 |
| Platform Technology Partners | History | Added to | 7,578 | 511 | 0.1% | 0.1% | 1923 | +442 | 6.19% | Q1 2026 | Apr 27, 2026 |
| Downshift Financial, LLC | History | Reduced | 7,086 | 510 | 0.26% | 0.43% | 1927 | -2,891 | -28.98% | Q1 2026 | Apr 29, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 7,565 | 510 | 0.02% | 0.02% | 1924 | -2,265 | -23.04% | Q1 2026 | May 18, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 7,554 | 510 | 0.13% | 0.15% | 1925 | -1,265 | -14.34% | Q1 2026 | Apr 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 7,553 | 510 | 0.07% | 0.06% | 1926 | +625 | 9.02% | Q1 2026 | Apr 13, 2026 |
| SummitTX Capital, L.P. | History | New | 7,539 | 509 | 0.02% | — | 1928 | +7,539 | New | Q1 2026 | May 15, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 7,537 | 508 | 0.11% | 0.15% | 1929 | +8 | 0.11% | Q1 2026 | Apr 22, 2026 |
| SP Asset Management LLC | History | Reduced | 7,502 | 506 | 0.04% | 0.04% | 1930 | -325 | -4.15% | Q1 2026 | May 06, 2026 |
| Advisor OS, LLC | History | Added to | 7,478 | 504 | 0.04% | 0.03% | 1931 | +936 | 14.31% | Q1 2026 | May 07, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 7,452 | 503 | 0.08% | 0.14% | 1933 | -3,665 | -32.97% | Q1 2026 | Apr 10, 2026 |
| Stokes Family Office, LLC | History | Reduced | 7,455 | 503 | 0.05% | 0.06% | 1932 | -2,168 | -22.53% | Q1 2026 | May 11, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 7,443 | 502 | 0.12% | 0.12% | 1935 | -93 | -1.23% | Q1 2026 | Apr 08, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 7,448 | 502 | 0.05% | 0.05% | 1934 | +6 | 0.08% | Q1 2026 | Apr 29, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 7,412 | 500 | 0.3% | 0.8% | 1936 | -11,131 | -60.03% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 7,417 | 500 | 0.12% | 0.12% | 1937 | +201 | 2.79% | Q1 2026 | Apr 03, 2026 |
| Black Diamond Financial, LLC | History | Added to | 7,404 | 499 | 0.05% | 0.04% | 1938 | +1,704 | 29.89% | Q1 2026 | May 05, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 7,399 | 499 | 0.07% | 0.07% | 1939 | +39 | 0.53% | Q1 2026 | Apr 20, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 7,370 | 497 | 0.1% | 0.1% | 1940 | +175 | 2.43% | Q1 2026 | May 14, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 7,299 | 497 | 0.14% | 0.14% | 1944 | -99 | -1.34% | Q1 2026 | Apr 08, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 6,799 | 497 | 0.03% | 0.03% | 1941 | +55 | 0.82% | Q1 2026 | May 14, 2026 |
| Oxinas Partners, LLC | History | Reduced | 7,360 | 497 | 0.23% | 0.23% | 1942 | -34 | -0.46% | Q1 2026 | Apr 10, 2026 |
| Austin Private Wealth, LLC | History | No change | 7,537 | 497 | 0.04% | 0.04% | 1943 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 7,337 | 495 | 0.01% | 0.01% | 1945 | +631 | 9.41% | Q1 2026 | Apr 10, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 7,319 | 494 | 0.02% | 0.02% | 1946 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| WNY Asset Management, LLC | History | New | 7,314 | 493 | 0.05% | — | 1948 | +7,314 | New | Q1 2026 | May 22, 2026 |
| Southland Equity Partners LLC | History | Reduced | 7,309 | 493 | 0.1% | 0.1% | 1947 | -104 | -1.4% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,265 | 491 | 0.01% | 0.01% | 1949 | +1,023 | 16.39% | Q1 2026 | May 01, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 7,220 | 487 | 0.38% | 0.41% | 1950 | -1,050 | -12.7% | Q1 2026 | Apr 20, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | New | 7,200 | 486 | 0.01% | — | 1954 | +7,200 | New | Q1 2026 | Apr 23, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 7,284 | 486 | 0.35% | 0.33% | 1951 | -377 | -4.92% | Q1 2026 | Apr 16, 2026 |
| Chancellor Financial Group WB LP | History | No change | 7,197 | 486 | 0.34% | 0.32% | 1952 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TrustBank | History | No change | 7,210 | 486 | 0.19% | 0.2% | 1953 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Perspectives, Inc | History | Added to | 7,190 | 485 | 0.14% | 0.13% | 1955 | +3 | 0.04% | Q1 2026 | May 11, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 7,181 | 484 | 0.05% | 0.05% | 1956 | -171 | -2.33% | Q1 2026 | Apr 15, 2026 |
| My Personal CFO, LLC | History | No change | 7,155 | 483 | 0.21% | 0.2% | 1957 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 7,120 | 480 | 0.02% | 0.02% | 1958 | +500 | 7.55% | Q1 2026 | Apr 29, 2026 |
| Smith Salley Wealth Management | History | Reduced | 7,095 | 479 | 0.02% | 0.02% | 1959 | -125 | -1.73% | Q1 2026 | Apr 16, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 7,108 | 479 | 0.3% | 0.28% | 1960 | +16 | 0.23% | Q1 2026 | Apr 23, 2026 |
| Axim Planning & Wealth | History | Added to | 7,075 | 477 | 0.58% | 0.34% | 1963 | +2,220 | 45.73% | Q1 2026 | May 14, 2026 |
| Aries Wealth Management | History | No change | 7,071 | 477 | 0.1% | 0.1% | 1961 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Planning LLC | History | No change | 7,067 | 477 | 0.16% | 0.13% | 1962 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Chicago Capital, LLC | History | Reduced | 7,025 | 474 | 0.01% | 0.01% | 1964 | -1,310 | -15.72% | Q1 2026 | Apr 23, 2026 |
| J.Safra Asset Management Corp | History | No change | 7,006 | 473 | 0.03% | 0.02% | 1965 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ARS Investment Partners, LLC | History | No change | 7,000 | 472 | 0.02% | 0.03% | 1966 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 6,965 | 470 | 0.09% | 0.05% | 1967 | +3,390 | 94.83% | Q1 2026 | May 12, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 6,962 | 470 | 0.04% | 0.05% | 1968 | -2,936 | -29.66% | Q1 2026 | Apr 28, 2026 |
| Prime Buchholz LLC | History | Added to | 6,965 | 470 | 0.25% | 0.27% | 1969 | +15 | 0.22% | Q1 2026 | May 14, 2026 |
| Serenity Investment Advisors | History | No change | 6,863 | 470 | 0.27% | 0.27% | 1970 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| BOS Asset Management, LLC | History | Added to | 6,939 | 468 | 0.12% | 0.12% | 1971 | +40 | 0.58% | Q1 2026 | Apr 08, 2026 |
| Caitlin John, LLC | History | Added to | 6,937 | 468 | 0.28% | 0.3% | 1972 | +24 | 0.35% | Q1 2026 | May 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 6,926 | 467 | 0.05% | 0.04% | 1973 | +18 | 0.26% | Q1 2026 | May 06, 2026 |
| Ardent Capital Management, Inc. | History | No change | 6,920 | 467 | 0.2% | 0.18% | 1974 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 6,912 | 466 | 0.14% | 0.14% | 1975 | -103 | -1.47% | Q1 2026 | May 20, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 6,889 | 465 | 0.45% | 0.45% | 1976 | -202 | -2.85% | Q1 2026 | Apr 14, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 6,867 | 463 | 0.22% | 0.15% | 1980 | +2,081 | 43.48% | Q1 2026 | Apr 15, 2026 |
| Avion Wealth | History | Reduced | 6,860 | 463 | 0.1% | 0.1% | 1978 | -149 | -2.13% | Q1 2026 | May 01, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 6,868 | 463 | 0.02% | 0.02% | 1977 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TI-TRUST, INC | History | No change | 6,860 | 463 | 0.28% | 0.28% | 1979 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EFG International AG | History | Added to | 6,852 | 462 | 0.01% | 0.01% | 1981 | +897 | 15.06% | Q1 2026 | May 15, 2026 |
| Haverford Financial Services, Inc. | History | Reduced | 6,836 | 461 | 0.14% | 0.15% | 1983 | -1,164 | -14.55% | Q1 2026 | May 11, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 6,838 | 461 | 0.07% | 0.06% | 1982 | +150 | 2.24% | Q1 2026 | May 01, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 6,829 | 461 | 0.19% | 0.18% | 1984 | +12 | 0.18% | Q1 2026 | Apr 29, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 6,815 | 460 | 0.12% | 0.23% | 1985 | -6,750 | -49.76% | Q1 2026 | May 13, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 6,222 | 459 | 0.35% | 0.34% | 1987 | +208 | 3.46% | Q1 2026 | May 14, 2026 |
| High Falls Advisors, Inc | History | No change | 6,965 | 459 | 0.09% | 0.09% | 1986 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 6,794 | 458 | 0.01% | — | 1990 | +6,794 | New | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 6,794 | 458 | 0.01% | 0.01% | 1989 | -4,123 | -37.77% | Q1 2026 | May 11, 2026 |
| Breachway Investments LLC | History | Added to | 6,739 | 458 | 0.44% | 0.47% | 1988 | +20 | 0.3% | Q1 2026 | Apr 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,742 | 455 | 0.21% | 0.16% | 1991 | -349 | -4.92% | Q1 2026 | May 05, 2026 |
| Mason & Associates Inc | History | Reduced | 6,940 | 455 | 0.09% | 0.09% | 1992 | -48 | -0.69% | Q1 2026 | Apr 30, 2026 |
| Center For Asset Management LLC | History | No change | 6,735 | 454 | 0.23% | 0.23% | 1993 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 6,718 | 453 | 0.27% | 0.25% | 1994 | +32 | 0.48% | Q1 2026 | Apr 17, 2026 |
| BTC Capital Management, Inc. | History | Added to | 6,699 | 452 | 0.03% | 0.02% | 1995 | +3,025 | 82.34% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 6,683 | 451 | 0.03% | 0.03% | 1996 | +295 | 4.62% | Q1 2026 | May 15, 2026 |
| Peak Asset Management, LLC | History | Reduced | 6,675 | 450 | 0.08% | 0.08% | 1997 | -600 | -8.25% | Q1 2026 | May 14, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 6,660 | 449 | 0.23% | 0.25% | 1998 | -386 | -5.48% | Q1 2026 | Apr 21, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 6,613 | 446 | 0.26% | 0.28% | 2000 | -875 | -11.69% | Q1 2026 | Apr 21, 2026 |
| FWG Investments, LLC. | History | Reduced | 6,614 | 446 | 0.28% | 0.29% | 1999 | -272 | -3.95% | Q1 2026 | Apr 21, 2026 |