iSHARES TRUST - IJJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 4,094,852 | 542,567 | 0.03% | 0.03% | 1 | +284,247 | 7.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,040,744 | 535,398 | 0.03% | 0.03% | 2 | +39,883 | 1.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,437,727 | 455,498 | 0.09% | 0.08% | 3 | -88,447 | -2.51% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,402,568 | 318,340 | 0.02% | 0.02% | 4 | +29,909 | 1.26% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,237,341 | 296,447 | 0.04% | 0.05% | 5 | +97,676 | 4.57% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,194,627 | 290,788 | 0.08% | 0.07% | 6 | +333,089 | 17.89% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,350,338 | 178,919 | 0.1% | 0.1% | 7 | +9,695 | 0.72% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,091,192 | 144,582 | 0.88% | 0.85% | 8 | +38,084 | 3.62% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 922,764 | 122,266 | 0.04% | 0.03% | 9 | +126,569 | 15.9% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 825,346 | 109,358 | 1.24% | 1.2% | 10 | -6,023 | -0.72% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 772,213 | 102,318 | 0.03% | 0.03% | 11 | -26,395 | -3.31% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 672,228 | 89,070 | 0.01% | 0.01% | 12 | -185 | -0.03% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 639,260 | 84,701 | 0.05% | 0.05% | 13 | +5,742 | 0.91% | Q1 2026 | May 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 625,330 | 82,856 | 0.17% | 0.17% | 14 | -37,207 | -5.62% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 599,744 | 79,620 | 0.02% | 0.02% | 15 | -105,461 | -14.95% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 558,496 | 74,000 | 0.01% | 0.01% | 16 | +20,382 | 3.79% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 438,176 | 56,704 | 0.0% | 0.0% | 17 | +5,238 | 1.21% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 407,817 | 54,035 | 0.01% | 0.01% | 18 | -7,318 | -1.76% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 412,787 | 53,559 | 0.03% | 0.02% | 19 | +123,893 | 42.89% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 380,229 | 50,383 | 0.05% | 0.06% | 20 | -42,978 | -10.16% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 341,363 | 45,230 | 0.07% | 0.07% | 21 | -2,935 | -0.85% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Reduced | 335,183 | 44,412 | 2.53% | 2.57% | 22 | -10,710 | -3.1% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 325,115 | 43,077 | 0.24% | 0.25% | 23 | -4,675 | -1.42% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 286,673 | 37,984 | 1.96% | 2.11% | 24 | -21,034 | -6.84% | Q1 2026 | May 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 283,540 | 37,569 | 0.9% | 0.91% | 25 | -12,626 | -4.26% | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | Added to | 268,987 | 35,640 | 0.54% | 0.54% | 26 | +593 | 0.22% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 266,001 | 35,245 | 0.05% | 0.04% | 27 | +36,056 | 15.68% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 265,442 | 35,171 | 0.57% | 0.55% | 28 | +9,582 | 3.75% | Q1 2026 | Apr 27, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 252,258 | 33,423 | 1.74% | 1.64% | 29 | +14,539 | 6.12% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 236,258 | 31,304 | 0.04% | 0.04% | 30 | -15,170 | -6.03% | Q1 2026 | Apr 27, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 234,440 | 31,063 | 1.81% | 1.99% | 31 | -10,789 | -4.4% | Q1 2026 | Apr 23, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 224,220 | 29,709 | 1.66% | 1.8% | 32 | -19,658 | -8.06% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 224,193 | 29,705 | 0.05% | 0.05% | 33 | +5,968 | 2.73% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 220,982 | 29,280 | 0.04% | 0.04% | 34 | -2,439 | -1.09% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 200,444 | 26,558 | 0.02% | 0.02% | 35 | -18,764 | -8.56% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 179,242 | 23,749 | 0.09% | 0.09% | 36 | -2,284 | -1.26% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 176,595 | 23,399 | 0.07% | 0.06% | 37 | +12,201 | 7.42% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 174,235 | 23,086 | 0.03% | 0.03% | 38 | +2,279 | 1.33% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 164,616 | 21,811 | 0.01% | 0.01% | 39 | -10,690 | -6.1% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 162,564 | 21,539 | 0.51% | 0.49% | 40 | -2,787 | -1.69% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 155,807 | 20,644 | 0.04% | 0.03% | 41 | +83,729 | 116.16% | Q1 2026 | May 01, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 153,885 | 20,389 | 6.05% | 6.07% | 42 | +910 | 0.59% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 150,000 | 19,875 | 0.01% | 0.0% | 43 | +99,700 | 198.21% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 145,448 | 19,271 | 0.21% | 0.25% | 44 | +1,955 | 1.36% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 138,738 | 18,382 | 0.14% | 0.15% | 45 | -1,302 | -0.93% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 131,515 | 17,425 | 0.02% | 0.02% | 46 | +897 | 0.69% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Reduced | 118,830 | 15,745 | 1.06% | 1.07% | 47 | -1,226 | -1.02% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 110,627 | 14,658 | 1.67% | 1.67% | 48 | -1,885 | -1.68% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 108,414 | 14,372 | 0.02% | 0.02% | 49 | -2,900 | -2.61% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 108,369 | 14,358 | 0.41% | 0.45% | 50 | -3,750 | -3.34% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 106,470 | 14,107 | 0.02% | 0.01% | 51 | +63,172 | 145.9% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 104,492 | 13,845 | 0.07% | 0.08% | 52 | +147 | 0.14% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 103,300 | 13,687 | 0.01% | 0.01% | 53 | +8,150 | 8.57% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 102,835 | 13,625 | 0.05% | 0.05% | 54 | +5,224 | 5.35% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 102,818 | 13,623 | 0.02% | 0.02% | 55 | -6,459 | -5.91% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 102,445 | 13,573 | 0.56% | 0.56% | 56 | -1,052 | -1.02% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 102,200 | 13,541 | 0.1% | 0.1% | 57 | -2,405 | -2.3% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 100,692 | 13,264 | 0.01% | 0.0% | 58 | +99,065 | 6088.81% | Q1 2026 | Apr 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 97,149 | 12,872 | 0.27% | 0.27% | 59 | -1,445 | -1.47% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 96,489 | 12,861 | 1.15% | 1.2% | 60 | -4,397 | -4.36% | Q1 2026 | May 11, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 94,959 | 12,582 | 1.57% | 1.64% | 61 | -4,511 | -4.54% | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 93,337 | 12,367 | 0.47% | 0.47% | 62 | -2,091 | -2.19% | Q1 2026 | Apr 16, 2026 |
| Omega Financial Group, LLC | History | Added to | 91,176 | 12,080 | 3.93% | 3.85% | 63 | +2,142 | 2.41% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 90,484 | 11,989 | 0.02% | 0.02% | 64 | -11,091 | -10.92% | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 89,492 | 11,857 | 1.92% | 1.91% | 65 | -183 | -0.2% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 88,520 | 11,732 | 0.01% | 0.01% | 66 | -6,239 | -6.58% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 88,866 | 11,693 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 85,484 | 11,327 | 0.03% | 0.03% | 68 | -9,855 | -10.34% | Q1 2026 | Apr 30, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 85,123 | 11,278 | 1.96% | 1.99% | 69 | -1,528 | -1.76% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 84,311 | 11,171 | 0.03% | 0.03% | 70 | -8,405 | -9.07% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Added to | 83,967 | 11,125 | 0.24% | 0.19% | 71 | +3,271 | 4.05% | Q1 2026 | May 07, 2026 |
| PW Nova Financial Services LLC | History | Added to | 82,843 | 10,976 | 2.75% | 4.12% | 72 | +1,017 | 1.24% | Q1 2026 | Apr 15, 2026 |
| Balance Wealth, LLC | History | Reduced | 81,687 | 10,823 | 3.36% | 5.27% | 73 | -43,164 | -34.57% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 80,683 | 10,690 | 0.55% | 0.57% | 74 | -1,337 | -1.63% | Q1 2026 | Apr 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 79,980 | 10,597 | 0.17% | 0.18% | 75 | +13,440 | 20.2% | Q1 2026 | Apr 21, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 78,370 | 10,384 | 0.07% | 0.07% | 76 | +995 | 1.29% | Q1 2026 | May 05, 2026 |
| Blue Edge Capital, LLC | History | No change | 74,511 | 9,804 | 1.31% | 1.31% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 72,186 | 9,564 | 0.2% | 0.19% | 78 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 67,512 | 8,953 | 0.01% | 0.01% | 79 | -1,403 | -2.04% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 62,899 | 8,334 | 0.01% | 0.02% | 80 | +577 | 0.93% | Q1 2026 | May 14, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 62,779 | 8,318 | 1.52% | 1.53% | 81 | +320 | 0.51% | Q1 2026 | Apr 17, 2026 |
| Oldfather Financial Services, LLC | History | No change | 63,185 | 8,314 | 2.48% | 2.48% | 82 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OFS Enterprise LLC | History | New | 61,348 | 8,128 | 2.39% | — | 83 | +61,348 | New | Q1 2026 | Apr 09, 2026 |
| InvesTrust | History | No change | 59,633 | 7,901 | 3.32% | 3.03% | 84 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 59,328 | 7,861 | 0.98% | 0.99% | 85 | -1,109 | -1.83% | Q1 2026 | May 04, 2026 |
| Causey Wealth LLC | History | Reduced | 58,993 | 7,816 | 3.32% | 4.25% | 86 | -7,147 | -10.81% | Q1 2026 | May 12, 2026 |
| DDFG, Inc | History | Added to | 58,500 | 7,751 | 1.67% | 1.65% | 87 | +1,297 | 2.27% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 56,983 | 7,551 | 0.06% | 0.06% | 88 | +1,617 | 2.92% | Q1 2026 | May 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 56,771 | 7,522 | 1.48% | 1.38% | 89 | +7,228 | 14.59% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | Added to | 56,725 | 7,516 | 0.1% | 0.1% | 90 | +3,724 | 7.03% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 56,397 | 7,472 | 0.12% | 0.14% | 91 | +575 | 1.03% | Q1 2026 | May 18, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 55,402 | 7,340 | 0.36% | 0.25% | 92 | +16,506 | 42.44% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 54,282 | 7,192 | 0.15% | 0.16% | 93 | +33 | 0.06% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 54,184 | 7,179 | 0.01% | 0.01% | 94 | +4,484 | 9.02% | Q1 2026 | May 01, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 53,429 | 7,079 | 4.78% | 4.14% | 95 | +5,676 | 11.89% | Q1 2026 | May 04, 2026 |
| MidFirst Bank | History | Reduced | 53,196 | 7,048 | 0.58% | 0.58% | 96 | -1,797 | -3.27% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 52,288 | 6,928 | 0.0% | 0.0% | 97 | -1,062 | -1.99% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 51,725 | 6,806 | 0.45% | 0.45% | 98 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| First Citizens Financial Corp | History | Reduced | 50,443 | 6,683 | 3.16% | 3.31% | 99 | -550 | -1.08% | Q1 2026 | Apr 07, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 48,804 | 6,466 | 0.19% | 0.18% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 48,633 | 6,443 | 0.06% | 0.06% | 101 | -2,300 | -4.52% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 48,490 | 6,424 | 0.02% | 0.02% | 102 | -833 | -1.69% | Q1 2026 | May 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 48,272 | 6,396 | 0.66% | 0.7% | 103 | -4,000 | -7.65% | Q1 2026 | Apr 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 48,051 | 6,366 | 0.83% | — | 104 | +48,051 | New | Q1 2026 | May 04, 2026 |
| Hudson Capital Management LLC | History | Added to | 47,676 | 6,317 | 1.63% | 1.48% | 105 | +2,902 | 6.48% | Q1 2026 | Apr 13, 2026 |
| D.B. Root & Company, LLC | History | Added to | 47,262 | 6,262 | 1.5% | 1.45% | 106 | +2,007 | 4.43% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 46,544 | 6,167 | 0.35% | 0.36% | 107 | -1,631 | -3.39% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 46,351 | 6,143 | 0.1% | 0.01% | 108 | +39,632 | 589.85% | Q1 2026 | Apr 14, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 44,403 | 5,883 | 4.02% | 3.91% | 109 | -29 | -0.07% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 44,390 | 5,881 | 0.23% | 0.23% | 110 | -272 | -0.61% | Q1 2026 | May 01, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 42,996 | 5,696 | 0.15% | 0.15% | 111 | -1,195 | -2.7% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 42,775 | 5,667 | 0.03% | 0.04% | 112 | -4,702 | -9.9% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 42,741 | 5,663 | 0.0% | 0.0% | 113 | +14,481 | 51.24% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 41,905 | 5,552 | 0.64% | 0.61% | 114 | +1,519 | 3.76% | Q1 2026 | Apr 10, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 41,745 | 5,531 | 2.02% | 2.02% | 115 | -232 | -0.55% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 41,616 | 5,514 | 0.01% | 0.01% | 116 | -1,259 | -2.94% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 40,633 | 5,383 | 0.04% | 0.04% | 117 | +927 | 2.33% | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 40,223 | 5,329 | 0.93% | 0.95% | 118 | -688 | -1.68% | Q1 2026 | Apr 16, 2026 |
| Cordatus Wealth Management LLC | History | New | 39,882 | 5,284 | 1.26% | — | 119 | +39,882 | New | Q1 2026 | Apr 29, 2026 |
| Idaho Trust Co | History | Added to | 39,733 | 5,264 | 1.71% | 1.36% | 120 | +8,555 | 27.44% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 66,274 | 5,209 | 0.01% | 0.02% | 121 | -38,198 | -36.56% | Q1 2026 | Apr 08, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 39,279 | 5,204 | 1.38% | 1.33% | 122 | -101 | -0.26% | Q1 2026 | Apr 22, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 38,830 | 5,144 | 1.35% | 1.37% | 123 | -1,414 | -3.51% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 38,724 | 5,130 | 0.03% | 0.03% | 124 | -26,831 | -40.93% | Q1 2026 | Apr 29, 2026 |
| Betterment LLC | History | Reduced | 37,941 | 5,027 | 0.01% | 0.01% | 125 | -3,357 | -8.13% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 35,823 | 4,746 | 0.07% | 0.08% | 126 | -167 | -0.46% | Q1 2026 | May 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 35,307 | 4,678 | 0.15% | 0.15% | 127 | +670 | 1.93% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 35,288 | 4,675 | 0.21% | 0.23% | 128 | -2,680 | -7.06% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 35,244 | 4,669 | 0.02% | 0.02% | 129 | -179 | -0.51% | Q1 2026 | Apr 24, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 32,925 | 4,657 | 0.32% | 0.32% | 130 | -473 | -1.42% | Q1 2026 | Apr 29, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 34,435 | 4,562 | 0.25% | 0.24% | 131 | -195 | -0.56% | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 34,147 | 4,524 | 0.38% | 0.41% | 132 | -1,228 | -3.47% | Q1 2026 | Apr 22, 2026 |
| Net Worth Advisory Group | History | Added to | 34,145 | 4,524 | 0.94% | 0.9% | 133 | +141 | 0.41% | Q1 2026 | May 05, 2026 |
| King Wealth Management Group | History | Reduced | 33,426 | 4,429 | 0.55% | 0.54% | 134 | -408 | -1.21% | Q1 2026 | May 04, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 32,365 | 4,288 | 1.86% | 1.85% | 135 | -271 | -0.83% | Q1 2026 | May 05, 2026 |
| Brightwater Advisory LLC | History | Reduced | 32,261 | 4,274 | 2.83% | 2.93% | 136 | -728 | -2.21% | Q1 2026 | Apr 30, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 32,210 | 4,268 | 1.39% | 1.31% | 137 | -69 | -0.21% | Q1 2026 | May 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 32,162 | 4,261 | 0.14% | 0.15% | 138 | -879 | -2.66% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 31,680 | 4,197 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Astra Wealth Partners LLC | History | Added to | 31,544 | 4,179 | 2.49% | 2.33% | 140 | +1,481 | 4.93% | Q1 2026 | May 06, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 31,122 | 4,123 | 0.2% | 0.19% | 141 | +95 | 0.31% | Q1 2026 | Apr 09, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 30,467 | 4,036 | 0.25% | 0.25% | 142 | +1,698 | 5.9% | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 29,946 | 3,967 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Midwest Trust Co | History | Added to | 29,895 | 3,961 | 0.05% | 0.05% | 144 | +244 | 0.82% | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Added to | 29,680 | 3,932 | 0.03% | 0.02% | 145 | +876 | 3.04% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 29,381 | 3,893 | 0.02% | 0.02% | 146 | -2,352 | -7.41% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 29,018 | 3,844 | 0.0% | — | 147 | +29,018 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 28,776 | 3,812 | 0.02% | 0.02% | 148 | -12,733 | -30.68% | Q1 2026 | May 11, 2026 |
| River Wealth Advisors LLC | History | Reduced | 28,704 | 3,803 | 0.44% | 0.43% | 149 | -354 | -1.22% | Q1 2026 | May 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 28,662 | 3,797 | 0.77% | 0.78% | 150 | -1,284 | -4.29% | Q1 2026 | Apr 15, 2026 |
| LTG Capital LLC | History | Reduced | 28,112 | 3,724 | 2.85% | 2.93% | 151 | -433 | -1.52% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 27,954 | 3,703 | 0.02% | 0.03% | 152 | -962 | -3.33% | Q1 2026 | May 15, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 27,667 | 3,665 | 0.73% | 0.65% | 153 | +3,973 | 16.77% | Q1 2026 | Apr 09, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 27,600 | 3,657 | 0.01% | 0.01% | 154 | -12,490 | -31.15% | Q1 2026 | May 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 27,604 | 3,657 | 1.26% | 1.31% | 155 | -107 | -0.39% | Q1 2026 | Apr 23, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 25,628 | 3,643 | 0.06% | 0.01% | 156 | +21,384 | 503.86% | Q1 2026 | May 15, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 27,492 | 3,642 | 4.57% | 3.17% | 157 | +7,014 | 34.25% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 27,171 | 3,641 | 0.07% | 0.08% | 158 | -300 | -1.09% | Q1 2026 | Apr 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 27,193 | 3,624 | 0.11% | 0.09% | 159 | -3,139 | -10.35% | Q1 2026 | Apr 08, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 27,300 | 3,617 | 0.09% | 0.09% | 160 | -333 | -1.21% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 27,253 | 3,611 | 0.09% | 0.09% | 161 | -105 | -0.38% | Q1 2026 | May 11, 2026 |
| ANB BANK | History | Added to | 26,034 | 3,449 | 1.39% | 1.36% | 162 | +67 | 0.26% | Q1 2026 | May 06, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 25,973 | 3,441 | 1.01% | 1.02% | 163 | -951 | -3.53% | Q1 2026 | Apr 13, 2026 |
| Heritage Wealth Advisors | History | Reduced | 28,654 | 3,371 | 0.13% | 0.16% | 164 | -9,094 | -24.09% | Q1 2026 | May 13, 2026 |
| Campion Asset Management | History | Reduced | 25,042 | 3,318 | 2.25% | 2.31% | 165 | -229 | -0.91% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 24,030 | 3,184 | 0.04% | 0.04% | 166 | -202 | -0.83% | Q1 2026 | May 08, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 23,655 | 3,134 | 0.79% | 0.82% | 167 | -182 | -0.76% | Q1 2026 | Apr 10, 2026 |
| Members Trust Co | History | Reduced | 23,523 | 3,116 | 0.1% | 0.1% | 168 | -546 | -2.27% | Q1 2026 | May 04, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 23,229 | 3,077 | 0.43% | 0.41% | 169 | -454 | -1.92% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Added to | 23,025 | 3,063 | 0.02% | 0.01% | 170 | +5,687 | 32.8% | Q1 2026 | May 15, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 22,352 | 2,961 | 0.57% | 0.56% | 171 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 21,775 | 2,885 | 0.71% | 0.73% | 172 | -1,303 | -5.65% | Q1 2026 | May 14, 2026 |
| SNS Financial Group, LLC | History | Reduced | 21,763 | 2,883 | 0.25% | 0.25% | 173 | -318 | -1.44% | Q1 2026 | Apr 14, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 21,390 | 2,834 | 1.56% | 1.65% | 174 | +1,680 | 8.52% | Q1 2026 | May 11, 2026 |
| Columbia Bank | History | Added to | 21,360 | 2,830 | 0.81% | 0.72% | 175 | +1,544 | 7.79% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Added to | 21,212 | 2,810 | 0.01% | 0.02% | 176 | +477 | 2.3% | Q1 2026 | May 11, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 21,159 | 2,803 | 2.48% | 2.52% | 177 | +219 | 1.05% | Q1 2026 | Apr 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 20,401 | 2,703 | 0.03% | 0.03% | 178 | +22 | 0.11% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 20,367 | 2,698 | 0.04% | 0.04% | 179 | -967 | -4.53% | Q1 2026 | May 11, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 20,231 | 2,682 | 0.64% | 0.62% | 180 | +67 | 0.33% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 19,931 | 2,640 | 0.08% | 0.09% | 181 | +46 | 0.23% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 19,976 | 2,628 | 0.2% | 0.2% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,605 | 2,597 | 0.03% | 0.04% | 183 | +127 | 0.65% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 19,500 | 2,583 | 0.01% | — | 184 | +19,500 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,414 | 2,572 | 0.03% | 0.04% | 185 | +170 | 0.88% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 19,354 | 2,564 | 0.19% | 0.21% | 186 | -2,547 | -11.63% | Q1 2026 | Apr 16, 2026 |
| Stokes Family Office, LLC | History | Reduced | 19,218 | 2,546 | 0.26% | 0.23% | 187 | -215 | -1.11% | Q1 2026 | May 11, 2026 |
| SB Capital Management Inc | History | No change | 19,318 | 2,542 | 0.93% | 0.93% | 188 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Allegheny Financial Group | History | Added to | 19,173 | 2,540 | 0.34% | 0.37% | 189 | +13 | 0.07% | Q1 2026 | Apr 16, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 19,036 | 2,522 | 1.34% | 1.41% | 190 | -378 | -1.95% | Q1 2026 | Apr 24, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 18,991 | 2,516 | 0.99% | 0.97% | 191 | +60 | 0.32% | Q1 2026 | May 12, 2026 |
| Factorial Partners, LLC | History | No change | 18,900 | 2,504 | 1.82% | 1.64% | 192 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sierra Capital LLC | History | Reduced | 18,718 | 2,480 | 0.27% | 0.46% | 193 | -14,026 | -42.84% | Q1 2026 | May 15, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 18,675 | 2,474 | 0.55% | 0.55% | 194 | +575 | 3.18% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 18,426 | 2,441 | 0.03% | 0.03% | 195 | +242 | 1.33% | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | Reduced | 18,082 | 2,395 | 0.07% | 0.08% | 196 | -1,178 | -6.12% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,072 | 2,394 | 0.0% | 0.0% | 197 | +4,773 | 35.89% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 18,148 | 2,388 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 17,878 | 2,368 | 0.03% | 0.01% | 199 | +16,226 | 982.2% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 17,561 | 2,327 | 0.07% | — | 200 | +17,561 | New | Q1 2026 | May 15, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 17,561 | 2,326 | 0.73% | 0.69% | 201 | -478 | -2.65% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 17,339 | 2,297 | 0.05% | 0.05% | 202 | -86 | -0.49% | Q1 2026 | Apr 27, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 17,295 | 2,291 | 0.57% | 0.56% | 203 | -571 | -3.2% | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | Reduced | 17,288 | 2,290 | 0.53% | 0.54% | 204 | -468 | -2.64% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 17,224 | 2,282 | 0.01% | 0.01% | 205 | -667 | -3.73% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 17,199 | 2,278 | 0.04% | 0.04% | 206 | -8 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 17,145 | 2,271 | 0.38% | 0.38% | 207 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 16,859 | 2,233 | 0.01% | 0.01% | 208 | -290 | -1.69% | Q1 2026 | May 14, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 16,749 | 2,219 | 0.46% | 0.47% | 209 | -675 | -3.87% | Q1 2026 | Apr 15, 2026 |
| Opes Wealth Management LLC | History | Reduced | 16,727 | 2,216 | 0.36% | 0.36% | 210 | -244 | -1.44% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 16,584 | 2,197 | 0.06% | 0.07% | 211 | +125 | 0.76% | Q1 2026 | Apr 09, 2026 |
| Breakwater Capital Group | History | Added to | 16,513 | 2,188 | 0.29% | 0.3% | 212 | +117 | 0.71% | Q1 2026 | Apr 20, 2026 |
| Gerald Baker Financial Group LLC | History | New | 16,428 | 2,176 | 0.69% | — | 213 | +16,428 | New | Q1 2026 | May 06, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 16,200 | 2,146 | 0.79% | 0.77% | 214 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,086 | 2,131 | 0.01% | 0.01% | 215 | +695 | 4.52% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co | History | No change | 16,072 | 2,129 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 16,035 | 2,124 | 0.48% | 0.48% | 217 | -193 | -1.19% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,997 | 2,119 | 0.0% | 0.0% | 218 | +2,481 | 18.36% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 15,879 | 2,103 | 0.01% | 0.01% | 219 | +3,013 | 23.42% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 15,895 | 2,091 | 0.0% | 0.0% | 220 | +122 | 0.77% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 15,785 | 2,088 | 0.65% | 0.54% | 221 | +2,982 | 23.29% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 15,799 | 2,078 | 0.01% | 0.01% | 222 | -754 | -4.56% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 15,630 | 2,070 | 0.04% | 0.04% | 223 | -487 | -3.02% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,288 | 2,025 | 0.03% | 0.03% | 224 | +39 | 0.26% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,270 | 2,023 | 0.07% | 0.07% | 225 | -65 | -0.42% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,067 | 2,006 | 0.02% | 0.02% | 226 | +1,319 | 9.59% | Q1 2026 | Apr 07, 2026 |
| Private Advisory Group LLC | History | New | 14,910 | 1,975 | 0.13% | — | 227 | +14,910 | New | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 14,492 | 1,920 | 0.12% | 0.1% | 228 | -513 | -3.42% | Q1 2026 | Apr 28, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 14,431 | 1,912 | 0.55% | 0.65% | 229 | -2,315 | -13.82% | Q1 2026 | May 15, 2026 |
| Wealth Care LLC | History | New | 14,264 | 1,889 | 1.68% | — | 230 | +14,264 | New | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 14,124 | 1,871 | 0.55% | 0.54% | 231 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,110 | 1,856 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Advisory, LLC | History | No change | 14,000 | 1,855 | 0.18% | 0.18% | 233 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| C2C Wealth Management, LLC | History | Added to | 13,974 | 1,851 | 1.57% | 1.55% | 234 | +28 | 0.2% | Q1 2026 | Apr 20, 2026 |
| Caldwell Trust Co | History | Reduced | 13,889 | 1,840 | 0.16% | 0.16% | 235 | -147 | -1.05% | Q1 2026 | Apr 22, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 13,824 | 1,831 | 0.03% | 0.03% | 236 | -31 | -0.22% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 13,757 | 1,822 | 0.02% | 0.02% | 237 | +289 | 2.15% | Q1 2026 | May 06, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 13,714 | 1,817 | 0.28% | 0.39% | 238 | -4,300 | -23.87% | Q1 2026 | May 06, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 13,672 | 1,811 | 0.18% | 0.18% | 239 | -187 | -1.35% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,766 | 1,801 | 0.04% | 0.04% | 240 | +652 | 5.38% | Q1 2026 | May 04, 2026 |
| American Trust | History | Reduced | 13,272 | 1,758 | 0.16% | 0.15% | 241 | -149 | -1.11% | Q1 2026 | May 01, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 12,736 | 1,752 | 0.21% | 0.21% | 242 | +886 | 7.48% | Q1 2026 | Apr 22, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 13,178 | 1,746 | 0.23% | 0.2% | 243 | +760 | 6.12% | Q1 2026 | Apr 08, 2026 |
| Corundum Trust Company, INC | History | No change | 13,166 | 1,744 | 3.98% | 3.94% | 244 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,123 | 1,738 | 0.03% | 0.03% | 245 | -891 | -6.36% | Q1 2026 | Apr 22, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,024 | 1,725 | 0.0% | — | 246 | +13,024 | New | Q1 2026 | May 12, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 12,998 | 1,722 | 0.07% | 0.06% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 12,935 | 1,713 | 0.0% | 0.0% | 248 | +9,572 | 284.63% | Q1 2026 | May 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 12,881 | 1,706 | 0.92% | 0.9% | 249 | -240 | -1.83% | Q1 2026 | May 14, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 12,772 | 1,692 | 0.4% | 0.37% | 250 | -46 | -0.36% | Q1 2026 | Apr 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 12,658 | 1,677 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Reduced | 12,624 | 1,672 | 0.05% | 0.07% | 252 | -6,455 | -33.83% | Q1 2026 | May 04, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 12,564 | 1,664 | 1.26% | 1.23% | 253 | -229 | -1.79% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | No change | 12,276 | 1,645 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 12,325 | 1,633 | 0.01% | 0.01% | 255 | -69 | -0.56% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 12,239 | 1,621 | 0.0% | 0.0% | 256 | +64 | 0.53% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 12,200 | 1,616 | 0.27% | 0.3% | 257 | -1,320 | -9.76% | Q1 2026 | May 06, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 12,098 | 1,602 | 1.39% | 1.4% | 258 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bangor Savings Bank | History | No change | 12,083 | 1,600 | 0.13% | 0.13% | 259 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 12,009 | 1,591 | 0.74% | — | 260 | +12,009 | New | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,960 | 1,584 | 0.0% | 0.0% | 261 | -1,931 | -13.9% | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 11,997 | 1,578 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 11,865 | 1,572 | 0.3% | 0.26% | 263 | -25 | -0.21% | Q1 2026 | May 20, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 11,806 | 1,564 | 0.15% | 0.14% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Berman McAleer LLC | History | Reduced | 11,769 | 1,559 | 0.21% | 0.23% | 265 | -950 | -7.47% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 11,765 | 1,558 | 0.02% | 0.02% | 266 | +48 | 0.41% | Q1 2026 | May 01, 2026 |
| Stenger Family Office, LLC | History | No change | 11,760 | 1,558 | 0.28% | 0.32% | 267 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | Reduced | 11,738 | 1,555 | 0.0% | 0.0% | 268 | -1,470 | -11.13% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11,638 | 1,542 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 11,245 | 1,489 | 0.4% | 0.42% | 270 | -54 | -0.48% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 11,046 | 1,463 | 0.01% | 0.01% | 271 | +269 | 2.5% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 11,022 | 1,460 | 0.11% | 0.12% | 272 | -1,143 | -9.4% | Q1 2026 | Apr 22, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 10,703 | 1,418 | 0.25% | 0.25% | 273 | +288 | 2.77% | Q1 2026 | Apr 17, 2026 |
| Keenan, LLC | History | Reduced | 10,705 | 1,414 | 1.19% | 2.12% | 275 | -7,660 | -41.71% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 10,748 | 1,414 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Keel Point, LLC | History | No change | 10,657 | 1,402 | 0.08% | 0.08% | 276 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 10,375 | 1,374 | 0.65% | 0.61% | 277 | -297 | -2.78% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,085 | 1,336 | 0.04% | 0.03% | 278 | +2,500 | 32.96% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 10,082 | 1,335 | 0.1% | 0.1% | 279 | -1,645 | -14.03% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,044 | 1,330 | 0.01% | 0.01% | 280 | +1,195 | 13.5% | Q1 2026 | May 08, 2026 |
| FULTON BANK, N.A. | History | Added to | 9,541 | 1,264 | 0.04% | 0.04% | 281 | +65 | 0.69% | Q1 2026 | Apr 24, 2026 |
| NWAM LLC | History | Reduced | 9,391 | 1,244 | 0.07% | 0.07% | 282 | -266 | -2.75% | Q1 2026 | May 04, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 9,395 | 1,244 | 0.45% | 0.44% | 283 | +162 | 1.75% | Q1 2026 | May 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 9,337 | 1,237 | 0.39% | 0.38% | 284 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AMG National Trust Bank | History | Added to | 9,325 | 1,235 | 0.03% | 0.03% | 285 | +482 | 5.45% | Q1 2026 | May 04, 2026 |
| HighMark Wealth Management LLC | History | Added to | 9,274 | 1,228 | 0.5% | 0.5% | 286 | +10 | 0.11% | Q1 2026 | May 05, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 9,157 | 1,213 | 0.65% | 0.81% | 287 | -1,874 | -16.99% | Q1 2026 | May 14, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 8,966 | 1,187 | 0.1% | 0.1% | 288 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 8,925 | 1,182 | 0.05% | 0.05% | 289 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| Financial Partners Group, Inc | History | Reduced | 8,849 | 1,172 | 0.14% | 0.14% | 290 | -102 | -1.14% | Q1 2026 | Apr 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 8,845 | 1,171 | 0.09% | 0.1% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 8,750 | 1,159 | 0.0% | — | 292 | +8,750 | New | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 8,710 | 1,154 | 0.0% | 0.0% | 293 | +1,096 | 14.39% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 8,489 | 1,117 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WealthShield Partners, LLC | History | No change | 8,425 | 1,116 | 0.12% | 0.12% | 295 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TAGStone Capital, Inc. | History | Added to | 8,384 | 1,110 | 0.39% | 0.41% | 296 | +29 | 0.35% | Q1 2026 | May 11, 2026 |
| Essex LLC | History | Reduced | 8,343 | 1,105 | 0.2% | 0.2% | 297 | -143 | -1.69% | Q1 2026 | Apr 24, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 8,306 | 1,100 | 0.81% | 0.83% | 298 | -308 | -3.58% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 8,236 | 1,096 | 0.03% | 0.03% | 299 | -158 | -1.88% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 8,249 | 1,092 | 0.03% | 0.03% | 300 | +365 | 4.63% | Q1 2026 | Apr 21, 2026 |
| Aspire Growth Partners LLC | History | Added to | 8,094 | 1,072 | 0.74% | 0.73% | 301 | +168 | 2.12% | Q1 2026 | Apr 17, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 8,058 | 1,067 | 0.12% | 0.12% | 302 | +243 | 3.11% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,993 | 1,059 | 0.0% | 0.0% | 303 | +1,682 | 26.65% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 7,957 | 1,054 | 0.01% | 0.01% | 304 | +19 | 0.24% | Q1 2026 | May 01, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 7,834 | 1,050 | 0.11% | 0.15% | 305 | -5 | -0.06% | Q1 2026 | Apr 10, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 7,910 | 1,048 | 0.15% | 0.15% | 306 | -400 | -4.81% | Q1 2026 | Apr 21, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 7,809 | 1,034 | 0.06% | 0.07% | 307 | -2,035 | -20.67% | Q1 2026 | May 11, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 7,785 | 1,031 | 0.08% | 0.07% | 308 | +689 | 9.71% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | No change | 7,771 | 1,029 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Finley Financial, LLC | History | No change | 7,760 | 1,028 | 0.48% | 0.47% | 310 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DAVIDSON TRUST CO | History | Added to | 7,731 | 1,024 | 0.44% | 0.39% | 311 | +684 | 9.71% | Q1 2026 | Apr 20, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 7,727 | 1,023 | 0.4% | 0.39% | 312 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KLCM Advisors, Inc. | History | No change | 7,698 | 1,019 | 0.09% | 0.09% | 313 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,633 | 1,011 | 0.02% | 0.02% | 314 | +1,386 | 22.19% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | No change | 7,619 | 1,009 | 0.03% | 0.03% | 315 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 7,247 | 960 | 0.03% | 0.04% | 316 | -1,456 | -16.73% | Q1 2026 | May 11, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 7,237 | 958 | 0.67% | 0.74% | 317 | -504 | -6.51% | Q1 2026 | May 01, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 7,155 | 948 | 0.23% | 0.23% | 318 | -30 | -0.42% | Q1 2026 | Apr 22, 2026 |
| GLR Partners, LLC | History | New | 7,000 | 927 | 0.51% | — | 320 | +7,000 | New | Q1 2026 | May 13, 2026 |
| Mystic Asset Management, Inc. | History | No change | 7,000 | 927 | 0.21% | 0.21% | 319 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SCS Capital Management LLC | History | Added to | 6,949 | 920 | 0.01% | 0.01% | 321 | +115 | 1.68% | Q1 2026 | May 11, 2026 |
| Narwhal Capital Management | History | No change | 6,923 | 917 | 0.07% | 0.07% | 322 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Reduced | 6,742 | 893 | 0.0% | 0.01% | 323 | -374 | -5.26% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,696 | 887 | 0.0% | 0.0% | 324 | +2,196 | 48.8% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 6,727 | 885 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 6,648 | 880 | 0.21% | 0.21% | 326 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 6,584 | 872 | 0.03% | 0.03% | 327 | +4 | 0.06% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 6,570 | 870 | 0.02% | 0.02% | 328 | -10 | -0.15% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 6,570 | 870 | 0.13% | 0.12% | 329 | -10 | -0.15% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,615 | 870 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 6,080 | 857 | 0.16% | 0.16% | 331 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 6,436 | 852 | 0.14% | 0.15% | 332 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 6,398 | 847 | 0.09% | 0.11% | 333 | -1,002 | -13.54% | Q1 2026 | May 06, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 6,386 | 846 | 0.24% | 0.24% | 334 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 6,350 | 841 | 0.08% | 0.07% | 335 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,328 | 837 | 0.01% | 0.01% | 336 | +3 | 0.05% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 6,312 | 836 | 0.01% | 0.01% | 337 | -2,738 | -30.25% | Q1 2026 | Apr 28, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 6,302 | 834 | 0.46% | 0.46% | 338 | -185 | -2.85% | Q1 2026 | Apr 21, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 6,244 | 827 | 0.35% | 0.34% | 339 | -149 | -2.33% | Q1 2026 | Apr 08, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 6,185 | 819 | 0.09% | 0.09% | 340 | -67 | -1.07% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,105 | 808 | 0.01% | 0.01% | 342 | +783 | 14.71% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,099 | 808 | 0.02% | 0.02% | 341 | -77 | -1.25% | Q1 2026 | Apr 07, 2026 |
| Krilogy Financial LLC | History | Added to | 5,745 | 798 | 0.03% | 0.03% | 344 | +2 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Cadence Bank | History | No change | 6,066 | 798 | 0.05% | 0.05% | 343 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 6,020 | 797 | 0.01% | 0.01% | 345 | -696 | -10.36% | Q1 2026 | Apr 27, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 6,013 | 796 | 0.01% | 0.01% | 346 | -78 | -1.28% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,952 | 788 | 0.01% | 0.02% | 347 | -116 | -1.91% | Q1 2026 | Apr 17, 2026 |
| Brand Asset Management Group, Inc. | History | New | 5,843 | 774 | 0.2% | — | 348 | +5,843 | New | Q1 2026 | May 11, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 5,830 | 772 | 0.13% | 0.14% | 350 | -279 | -4.57% | Q1 2026 | May 01, 2026 |
| Independence Bank of Kentucky | History | No change | 5,828 | 772 | 0.1% | 0.1% | 349 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bay Capital Advisors, LLC | History | No change | 5,797 | 768 | 0.47% | 0.46% | 351 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 5,727 | 758 | 0.11% | 0.12% | 352 | -503 | -8.07% | Q1 2026 | Apr 20, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 5,676 | 752 | 0.04% | 1.15% | 353 | -175,502 | -96.87% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 5,656 | 749 | 0.05% | — | 354 | +5,656 | New | Q1 2026 | May 08, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 5,570 | 738 | 0.25% | 0.3% | 356 | -1,164 | -17.29% | Q1 2026 | Apr 08, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 5,572 | 738 | 0.03% | 0.03% | 355 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 5,566 | 737 | 0.02% | 0.02% | 357 | +2 | 0.04% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,508 | 729 | 0.07% | 0.06% | 358 | -62 | -1.11% | Q1 2026 | Apr 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,501 | 728 | 0.01% | 0.02% | 359 | -1,066 | -16.23% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,428 | 719 | 0.02% | 0.02% | 360 | +231 | 4.44% | Q1 2026 | May 15, 2026 |
| Thomasville National Bank | History | No change | 5,454 | 717 | 0.04% | 0.04% | 361 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 5,346 | 716 | 0.46% | 0.95% | 362 | -8,549 | -61.53% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 5,339 | 707 | 0.02% | 0.02% | 363 | -67 | -1.24% | Q1 2026 | May 13, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 5,343 | 707 | 0.25% | 0.25% | 364 | -15 | -0.28% | Q1 2026 | Apr 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 5,215 | 691 | 0.05% | 0.05% | 365 | -36 | -0.69% | Q1 2026 | May 07, 2026 |
| SAXON INTERESTS, INC. | History | No change | 5,174 | 685 | 0.24% | 0.24% | 366 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 5,147 | 681 | 0.32% | 0.3% | 367 | -56 | -1.08% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 5,133 | 680 | 0.07% | 0.07% | 368 | +6 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Cambridge Advisors Inc. | History | No change | 5,127 | 679 | 0.13% | 0.13% | 369 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| apricus wealth, LLC | History | No change | 5,114 | 677 | 0.33% | 0.34% | 370 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,099 | 675 | 0.01% | 0.01% | 371 | +1,744 | 51.98% | Q1 2026 | May 07, 2026 |
| Fiduciary Alliance LLC | History | Added to | 4,842 | 670 | 0.04% | 0.04% | 372 | +73 | 1.53% | Q1 2026 | Apr 20, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 5,053 | 669 | 0.05% | 0.05% | 373 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 5,029 | 666 | 0.01% | 0.01% | 374 | -779 | -13.41% | Q1 2026 | Apr 08, 2026 |
| Stratos Investment Management, LLC | History | Added to | 5,007 | 663 | 0.03% | 0.03% | 375 | +94 | 1.91% | Q1 2026 | Apr 28, 2026 |
| Strategic Blueprint, LLC | History | Added to | 5,010 | 663 | 0.04% | 0.04% | 376 | +11 | 0.22% | Q1 2026 | Apr 29, 2026 |
| Fairscale Capital, LLC | History | Added to | 4,977 | 659 | 0.46% | 0.42% | 377 | +135 | 2.79% | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,909 | 650 | 0.08% | 0.09% | 378 | -366 | -6.94% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 4,889 | 648 | 0.01% | 0.01% | 379 | -272 | -5.27% | Q1 2026 | May 11, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 4,881 | 646 | 0.31% | 0.32% | 380 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AWM CAPITAL, LLC | History | No change | 4,822 | 638 | 0.06% | 0.06% | 381 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BANK OF STOCKTON | History | Reduced | 4,790 | 634 | 0.2% | 0.29% | 382 | -2,884 | -37.58% | Q1 2026 | Apr 29, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 4,728 | 626 | 0.15% | 0.15% | 383 | -201 | -4.08% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | No change | 4,725 | 626 | 0.13% | 0.13% | 384 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FC Advisory LLC | History | Reduced | 4,717 | 625 | 0.18% | 0.2% | 385 | -585 | -11.03% | Q1 2026 | Apr 14, 2026 |
| Performance Wealth Partners, LLC | History | No change | 4,649 | 615 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,630 | 613 | 0.02% | 0.02% | 388 | -295 | -5.99% | Q1 2026 | May 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 4,630 | 613 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 4,606 | 610 | 0.12% | 0.12% | 389 | -16 | -0.35% | Q1 2026 | Apr 13, 2026 |
| FIRST HORIZON CORP | History | Added to | 4,586 | 607 | 0.03% | 0.03% | 390 | +161 | 3.64% | Q1 2026 | Apr 30, 2026 |
| EPG Wealth Management LLC | History | Added to | 4,583 | 607 | 0.16% | 0.16% | 391 | +12 | 0.26% | Q1 2026 | May 07, 2026 |
| American Wealth Advisors, LLC | History | Added to | 4,574 | 606 | 0.63% | 0.59% | 392 | +15 | 0.33% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,599 | 605 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 4,566 | 604 | 0.05% | 0.06% | 394 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,553 | 603 | 0.01% | — | 395 | +4,553 | New | Q1 2026 | Apr 27, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 4,502 | 596 | 0.05% | 0.04% | 396 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Montecito Bank & Trust | History | No change | 4,490 | 594 | 0.1% | 0.09% | 397 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,446 | 589 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 4,442 | 588 | 0.22% | 0.25% | 399 | -789 | -15.08% | Q1 2026 | May 08, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | No change | 4,400 | 583 | 0.6% | 0.58% | 400 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 4,394 | 582 | 0.6% | 0.59% | 401 | +100 | 2.33% | Q1 2026 | Apr 23, 2026 |
| BAILARD, INC. | History | Reduced | 4,383 | 580 | 0.01% | 0.01% | 402 | -474 | -9.76% | Q1 2026 | May 11, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 4,363 | 578 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 4,321 | 572 | 0.3% | 0.31% | 404 | -228 | -5.01% | Q1 2026 | May 11, 2026 |
| Triangle Securities Wealth Management | History | Added to | 4,290 | 568 | 0.13% | 0.12% | 405 | +35 | 0.82% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,256 | 560 | 0.04% | 0.04% | 406 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 4,175 | 553 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,178 | 553 | 0.04% | 0.04% | 408 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 4,166 | 551 | 0.02% | 0.02% | 409 | +144 | 3.58% | Q1 2026 | Apr 30, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 4,152 | 550 | 0.0% | 0.0% | 410 | -235 | -5.36% | Q1 2026 | May 07, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 4,149 | 549 | 0.01% | 0.01% | 412 | +583 | 16.35% | Q1 2026 | May 05, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 4,149 | 549 | 0.0% | 0.0% | 411 | -351 | -7.8% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,147 | 549 | 0.01% | 0.01% | 413 | +67 | 1.64% | Q1 2026 | Apr 17, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 4,091 | 542 | 0.02% | 0.04% | 414 | -5,710 | -58.26% | Q1 2026 | May 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 4,066 | 538 | 0.04% | 0.04% | 415 | -14 | -0.34% | Q1 2026 | May 05, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 4,056 | 537 | 0.34% | 0.38% | 416 | -693 | -14.59% | Q1 2026 | Apr 23, 2026 |
| IFG Advisors, LLC | History | Added to | 4,008 | 531 | 0.09% | 0.09% | 417 | +1 | 0.02% | Q1 2026 | Apr 09, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 4,000 | 530 | 0.13% | 0.13% | 418 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wolff Financial Management LLC | History | No change | 4,000 | 530 | 0.12% | 0.12% | 419 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 4,000 | 530 | 0.3% | 0.33% | 420 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,978 | 527 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | No change | 3,976 | 526 | 0.01% | 0.02% | 422 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 3,951 | 523 | 0.05% | 0.05% | 423 | -76 | -1.89% | Q1 2026 | Apr 30, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 4,038 | 522 | 0.59% | 0.59% | 424 | -548 | -11.95% | Q1 2026 | May 15, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 3,911 | 518 | 0.23% | 0.27% | 426 | -395 | -9.17% | Q1 2026 | May 04, 2026 |
| River Street Advisors LLC | History | Added to | 3,913 | 518 | 0.18% | 0.18% | 425 | +260 | 7.12% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,890 | 515 | 0.01% | — | 428 | +3,890 | New | Q1 2026 | May 15, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 3,888 | 515 | 0.08% | 0.08% | 427 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,882 | 514 | 0.01% | 0.01% | 429 | +530 | 15.81% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | New | 3,864 | 511 | 0.0% | — | 431 | +3,864 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 3,864 | 511 | 0.02% | 0.01% | 430 | +786 | 25.54% | Q1 2026 | May 04, 2026 |
| ARWA LLC | History | Reduced | 3,688 | 509 | 0.25% | 0.29% | 432 | -135 | -3.53% | Q1 2026 | Apr 13, 2026 |
| Park Place Capital Corp | History | Reduced | 3,833 | 507 | 0.1% | 0.2% | 433 | -3,440 | -47.3% | Q1 2026 | Apr 09, 2026 |
| StoneX Group Inc. | History | Reduced | 3,825 | 506 | 0.03% | 0.16% | 434 | -24,104 | -86.3% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,820 | 506 | 0.04% | 0.03% | 435 | +114 | 3.08% | Q1 2026 | Apr 20, 2026 |
| Financial Alternatives, Inc | History | No change | 3,806 | 504 | 0.27% | 0.29% | 436 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | Reduced | 3,784 | 501 | 0.02% | 0.02% | 437 | -125 | -3.2% | Q1 2026 | May 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 3,750 | 496 | 0.06% | 0.06% | 438 | +12 | 0.32% | Q1 2026 | May 12, 2026 |
| TrinityBridge Ltd | History | No change | 3,741 | 495 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 3,670 | 486 | 0.01% | 0.05% | 440 | -18,636 | -83.55% | Q1 2026 | May 11, 2026 |
| Topsail Wealth Management, LLC | History | No change | 3,660 | 484 | 0.07% | 0.07% | 441 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 3,640 | 482 | 0.08% | 0.07% | 442 | +618 | 20.45% | Q1 2026 | Apr 21, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 3,612 | 478 | 0.11% | 0.12% | 443 | +10 | 0.28% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,580 | 474 | 0.01% | 0.01% | 444 | -111 | -3.01% | Q1 2026 | Apr 20, 2026 |
| CHOREO, LLC | History | Added to | 3,563 | 472 | 0.01% | 0.01% | 445 | +589 | 19.8% | Q1 2026 | May 12, 2026 |
| FOSTER & MOTLEY INC | History | No change | 3,540 | 469 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,522 | 467 | 0.01% | 0.01% | 447 | -70 | -1.95% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 3,515 | 465 | 0.06% | 0.06% | 448 | +86 | 2.51% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,487 | 462 | 0.01% | 0.01% | 449 | -177 | -4.83% | Q1 2026 | Apr 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 3,482 | 461 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 3,476 | 460 | 0.18% | 0.18% | 451 | -54 | -1.53% | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Reduced | 3,461 | 458 | 0.02% | 0.02% | 452 | -180 | -4.94% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 3,419 | 453 | 0.01% | 0.01% | 453 | +47 | 1.39% | Q1 2026 | May 12, 2026 |
| Goldstein Advisors, LLC | History | No change | 3,420 | 453 | 0.05% | 0.05% | 454 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Veridan Wealth LLC | History | Added to | 3,410 | 451 | 0.17% | 0.15% | 455 | +7 | 0.21% | Q1 2026 | May 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,391 | 449 | 0.12% | 0.12% | 456 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 3,385 | 448 | 0.38% | 0.39% | 457 | +3 | 0.09% | Q1 2026 | Apr 17, 2026 |
| Argent Trust Co | History | Added to | 3,375 | 447 | 0.02% | 0.01% | 458 | +225 | 7.14% | Q1 2026 | May 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 3,352 | 444 | 0.03% | 0.03% | 459 | -547 | -14.03% | Q1 2026 | May 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 3,344 | 443 | 0.31% | 0.88% | 460 | -7,093 | -67.96% | Q1 2026 | May 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,322 | 440 | 0.02% | 0.02% | 461 | -52 | -1.54% | Q1 2026 | May 12, 2026 |
| Sensible Money, LLC | History | No change | 3,311 | 438 | 0.13% | 0.14% | 462 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 3,288 | 435 | 0.03% | 0.03% | 463 | -41 | -1.23% | Q1 2026 | May 07, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 3,276 | 434 | 0.03% | 0.03% | 464 | -220 | -6.29% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,230 | 428 | 0.01% | 0.02% | 465 | +4 | 0.12% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 3,230 | 427 | 0.09% | 0.09% | 467 | -24 | -0.74% | Q1 2026 | May 01, 2026 |
| SlateStone Wealth, LLC | History | Added to | 3,222 | 427 | 0.04% | 0.04% | 466 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,221 | 426 | 0.0% | 0.0% | 468 | +168 | 5.5% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 3,198 | 423 | 0.07% | 0.07% | 469 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 3,189 | 422 | 0.1% | 0.1% | 470 | -2 | -0.06% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 3,181 | 421 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 3,154 | 417 | 0.02% | 0.02% | 472 | +1,579 | 100.25% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 3,126 | 414 | 0.09% | 0.09% | 473 | -5 | -0.16% | Q1 2026 | May 12, 2026 |
| Nilsine Partners, LLC | History | No change | 2,870 | 406 | 0.03% | 0.03% | 474 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 3,062 | 405 | 0.06% | — | 475 | +3,062 | New | Q1 2026 | Apr 27, 2026 |
| Renasant Bank | History | Reduced | 3,000 | 397 | 0.28% | 0.53% | 476 | -2,994 | -49.95% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,992 | 396 | 0.01% | 0.01% | 477 | -240 | -7.43% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,055 | 395 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,978 | 394 | 0.03% | 0.03% | 479 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 2,961 | 392 | 0.07% | — | 481 | +2,961 | New | Q1 2026 | Apr 29, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 2,965 | 392 | 0.04% | 0.04% | 480 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 2,941 | 389 | 0.01% | 0.01% | 482 | +2 | 0.07% | Q1 2026 | Apr 10, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 2,930 | 388 | 0.03% | 0.03% | 483 | -112 | -3.68% | Q1 2026 | May 07, 2026 |
| BDFS Capital LLC | History | Added to | 2,930 | 388 | 0.19% | 0.19% | 485 | +5 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 2,932 | 388 | 0.03% | 0.04% | 484 | +4 | 0.14% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,928 | 387 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 2,900 | 384 | 0.0% | — | 488 | +2,900 | New | Q1 2026 | May 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 2,900 | 384 | 0.21% | 0.19% | 487 | +250 | 9.43% | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 2,776 | 383 | 0.02% | 0.02% | 489 | +33 | 1.2% | Q1 2026 | Apr 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 2,870 | 382 | 0.0% | 0.0% | 491 | -3,612 | -55.72% | Q1 2026 | May 05, 2026 |
| KWMG, LLC | History | Added to | 2,889 | 382 | 0.03% | 0.03% | 490 | +67 | 2.37% | Q1 2026 | Apr 09, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 2,866 | 379 | 0.05% | 0.05% | 492 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | Added to | 2,840 | 376 | 0.0% | 0.0% | 493 | +1,419 | 99.86% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 2,827 | 374 | 0.01% | 0.01% | 494 | +2 | 0.07% | Q1 2026 | May 06, 2026 |
| Capital Square, LLC | History | No change | 2,644 | 373 | 0.17% | 0.18% | 495 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 2,814 | 372 | 0.01% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,802 | 371 | 0.01% | 0.1% | 497 | -33,470 | -92.28% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | Reduced | 2,754 | 364 | 0.01% | 0.01% | 498 | -94 | -3.3% | Q1 2026 | Apr 22, 2026 |
| Lewis Asset Management, LLC | History | No change | 2,750 | 364 | 0.15% | 0.15% | 499 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rayburn West Financial Services LLC | History | No change | 2,750 | 364 | 0.21% | 0.22% | 500 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hilltop Holdings Inc. | History | No change | 2,730 | 361 | 0.03% | 0.02% | 501 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 2,727 | 361 | 0.09% | 0.09% | 502 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Insight Inv LLC | History | Reduced | 2,716 | 359 | 0.2% | 0.23% | 503 | -425 | -13.53% | Q1 2026 | Apr 27, 2026 |
| CRA Financial Services, LLC | History | No change | 2,697 | 357 | 0.05% | 0.05% | 504 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 2,692 | 356 | 0.02% | 0.31% | 506 | -44,336 | -94.28% | Q1 2026 | Apr 17, 2026 |
| Vann Equity Management LLC | History | New | 2,693 | 356 | 0.25% | — | 507 | +2,693 | New | Q1 2026 | May 08, 2026 |
| Atlas Brown,Inc. | History | Added to | 2,689 | 356 | 0.11% | 0.1% | 505 | +7 | 0.26% | Q1 2026 | Apr 17, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 2,685 | 355 | 0.07% | 0.07% | 508 | -21 | -0.78% | Q1 2026 | Apr 21, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 2,664 | 352 | 0.06% | 0.06% | 509 | -100 | -3.62% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,664 | 352 | 0.01% | 0.02% | 511 | -13 | -0.49% | Q1 2026 | May 19, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 2,658 | 352 | 0.07% | 0.07% | 510 | +8 | 0.3% | Q1 2026 | Apr 24, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 2,658 | 352 | 0.28% | 0.28% | 512 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | New | 2,650 | 351 | 0.0% | — | 514 | +2,650 | New | Q1 2026 | Apr 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 2,650 | 351 | 0.0% | 0.0% | 513 | -1,083 | -29.01% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,639 | 349 | 0.02% | 0.02% | 516 | -3 | -0.11% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | No change | 2,635 | 349 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 2,628 | 348 | 0.26% | 0.25% | 518 | +9 | 0.34% | Q1 2026 | Apr 17, 2026 |
| EQUITABLE TRUST CO | History | No change | 2,632 | 348 | 0.02% | 0.02% | 517 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KPP Advisory Services LLC | History | No change | 2,618 | 346 | 0.05% | 0.05% | 519 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 2,600 | 345 | 0.02% | 0.02% | 520 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FWG Investments, LLC. | History | Reduced | 2,599 | 344 | 0.22% | 0.27% | 521 | -643 | -19.83% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,594 | 343 | 0.0% | 0.0% | 522 | +341 | 15.14% | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,587 | 342 | 0.11% | 0.12% | 523 | -347 | -11.83% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,551 | 338 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | No change | 2,549 | 337 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MKT Advisors LLC | History | No change | 2,507 | 336 | 0.11% | 0.12% | 526 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Gryphon Financial Partners LLC | History | No change | 2,528 | 334 | 0.03% | 0.04% | 527 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bonfire Financial | History | No change | 2,515 | 333 | 0.25% | 0.25% | 528 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | Reduced | 2,489 | 329 | 0.01% | 0.01% | 529 | -608 | -19.63% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 2,476 | 328 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 2,454 | 325 | 0.06% | 0.05% | 531 | -39 | -1.56% | Q1 2026 | May 12, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 2,446 | 324 | 0.0% | 0.0% | 532 | -1,080 | -30.63% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 2,442 | 323 | 0.16% | 0.18% | 533 | +9 | 0.37% | Q1 2026 | May 04, 2026 |
| VeraBank, N.A. | History | No change | 2,417 | 320 | 0.06% | 0.06% | 534 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,406 | 318 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,398 | 317 | 0.01% | 0.01% | 536 | -459 | -16.07% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,363 | 313 | 0.0% | 0.0% | 537 | +104 | 4.6% | Q1 2026 | May 08, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 2,357 | 312 | 0.1% | 0.1% | 539 | -29 | -1.22% | Q1 2026 | May 08, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 2,355 | 312 | 0.01% | 0.01% | 538 | -25 | -1.05% | Q1 2026 | Apr 24, 2026 |
| BIP Wealth, LLC | History | New | 2,351 | 311 | 0.01% | — | 540 | +2,351 | New | Q1 2026 | Apr 27, 2026 |
| Eagle Strategies LLC | History | Reduced | 2,343 | 310 | 0.04% | 0.06% | 542 | -1,504 | -39.1% | Q1 2026 | Apr 20, 2026 |
| Independent Family Office, LLC | History | No change | 2,340 | 310 | 0.13% | 0.13% | 541 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 2,333 | 309 | 0.02% | 0.02% | 543 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,320 | 307 | 0.04% | 0.04% | 544 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Townsend Financial Planning, LLC | History | Reduced | 2,312 | 306 | 0.3% | 0.32% | 547 | -154 | -6.24% | Q1 2026 | Apr 28, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 2,312 | 306 | 0.06% | 0.06% | 545 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Portland Global Advisors LLC | History | No change | 2,312 | 306 | 0.03% | 0.03% | 546 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 2,308 | 305 | 0.02% | 0.02% | 548 | +36 | 1.58% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,297 | 304 | 0.0% | 0.0% | 549 | -268 | -10.45% | Q1 2026 | May 11, 2026 |
| Heritage Family Offices, LLP | History | Added to | 2,278 | 301 | 0.13% | 0.14% | 550 | +7 | 0.31% | Q1 2026 | Apr 08, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 2,267 | 300 | 0.13% | 0.13% | 551 | +5 | 0.22% | Q1 2026 | Apr 15, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 2,258 | 299 | 0.25% | 0.24% | 552 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,245 | 297 | 0.02% | 0.02% | 553 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 2,241 | 296 | 0.01% | 0.01% | 554 | -96 | -4.11% | Q1 2026 | Apr 27, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 2,228 | 295 | 0.01% | 0.01% | 556 | -250 | -10.09% | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Reduced | 2,228 | 295 | 0.0% | 0.0% | 555 | -7 | -0.31% | Q1 2026 | Apr 16, 2026 |
| Waldron Private Wealth LLC | History | No change | 2,218 | 293 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,195 | 290 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bravias Capital Group, LLC | History | Added to | 2,166 | 287 | 0.19% | 0.17% | 559 | +1 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Apella Capital, LLC | History | New | 2,024 | 286 | 0.0% | — | 563 | +2,024 | New | Q1 2026 | Apr 20, 2026 |
| Breachway Investments LLC | History | Reduced | 2,150 | 286 | 0.27% | 0.31% | 562 | -80 | -3.59% | Q1 2026 | Apr 13, 2026 |
| First Heartland Consultants, Inc. | History | No change | 2,165 | 286 | 0.02% | 0.02% | 560 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ENZI WEALTH | History | No change | 2,160 | 286 | 0.1% | 0.11% | 561 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Greenspring Advisors, LLC | History | New | 2,145 | 284 | 0.02% | — | 566 | +2,145 | New | Q1 2026 | May 04, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 2,150 | 284 | 0.18% | 0.17% | 564 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 2,148 | 284 | 0.08% | 0.08% | 565 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Blankinship & Foster, LLC | History | No change | 2,123 | 281 | 0.06% | 0.06% | 567 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 2,115 | 280 | 0.11% | 0.1% | 568 | +300 | 16.53% | Q1 2026 | May 08, 2026 |
| Hilltop National Bank | History | No change | 2,116 | 280 | 0.07% | 0.07% | 569 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Community Bank & Trust, Waco, Texas | History | No change | 2,098 | 278 | 0.06% | 0.06% | 570 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Caprock Group, LLC | History | No change | 2,094 | 277 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,076 | 275 | 0.0% | 0.0% | 572 | -116 | -5.29% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,065 | 274 | 0.02% | 0.02% | 576 | +209 | 11.26% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,075 | 274 | 0.02% | 0.02% | 573 | +75 | 3.75% | Q1 2026 | Apr 14, 2026 |
| Accredited Investors Inc. | History | No change | 2,069 | 274 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Horizon Wealth Management, LLC | History | No change | 2,068 | 274 | 0.04% | 0.04% | 575 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Carnegie Investment Counsel | History | Reduced | 2,061 | 273 | 0.01% | 0.01% | 577 | -278 | -11.89% | Q1 2026 | May 01, 2026 |
| Wick Capital Partners, LLC | History | No change | 2,061 | 273 | 0.05% | 0.05% | 578 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 2,053 | 272 | 0.06% | 0.07% | 579 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | New | 2,048 | 271 | 0.01% | — | 582 | +2,048 | New | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,054 | 271 | 0.0% | 0.0% | 581 | -100 | -4.64% | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 2,046 | 271 | 0.04% | 0.04% | 580 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 2,038 | 270 | 0.01% | 0.01% | 583 | -154 | -7.03% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 1,921 | 268 | 0.01% | 0.01% | 585 | +15 | 0.79% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 2,024 | 268 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 2,016 | 267 | 0.04% | 0.04% | 586 | +108 | 5.66% | Q1 2026 | May 08, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 2,015 | 266 | 0.06% | 0.06% | 587 | -123 | -5.75% | Q1 2026 | May 12, 2026 |
| DT Investment Partners, LLC | History | No change | 2,000 | 265 | 0.02% | 0.02% | 588 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 1,998 | 264 | 0.09% | 0.08% | 590 | +364 | 22.28% | Q1 2026 | Apr 08, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 1,995 | 264 | 0.01% | 0.02% | 589 | -10 | -0.5% | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,989 | 263 | 0.0% | 0.0% | 591 | +182 | 10.07% | Q1 2026 | May 01, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 1,991 | 263 | 0.04% | 0.04% | 592 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MOTCO | History | Reduced | 1,979 | 262 | 0.02% | 0.02% | 593 | -75 | -3.65% | Q1 2026 | Apr 22, 2026 |
| Sunesis Advisors, LLC | History | No change | 1,977 | 261 | 0.12% | 0.12% | 594 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,951 | 258 | 0.0% | 0.0% | 595 | +351 | 21.94% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 1,947 | 258 | 0.05% | 0.04% | 597 | +1 | 0.05% | Q1 2026 | May 11, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 1,949 | 258 | 0.06% | 0.06% | 596 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 1,925 | 255 | 0.07% | 0.06% | 598 | -10 | -0.52% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 1,912 | 253 | 0.01% | 0.01% | 599 | -11 | -0.57% | Q1 2026 | Apr 24, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,912 | 253 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 1,910 | 253 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LexAurum Advisors, LLC | History | New | 1,903 | 252 | 0.03% | — | 605 | +1,903 | New | Q1 2026 | Apr 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 1,902 | 252 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 1,905 | 252 | 0.01% | 0.01% | 603 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wealth Advisory Team LLC | History | No change | 1,920 | 252 | 0.22% | 0.22% | 604 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 1,887 | 250 | 0.08% | 0.09% | 607 | -327 | -14.77% | Q1 2026 | May 11, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 1,892 | 250 | 0.02% | 0.02% | 606 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 1,883 | 249 | 0.0% | 0.0% | 608 | -4,406 | -70.06% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,869 | 247 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 1,861 | 246 | 0.16% | 0.16% | 612 | +2 | 0.11% | Q1 2026 | Apr 13, 2026 |
| Aufman Associates Inc | History | No change | 1,864 | 246 | 0.12% | 0.13% | 610 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,860 | 246 | 0.09% | 0.09% | 611 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 1,840 | 243 | 0.1% | 0.1% | 613 | +1 | 0.05% | Q1 2026 | May 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 1,832 | 242 | 0.02% | 0.02% | 614 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WBH ADVISORY INC | History | No change | 1,803 | 240 | 0.02% | 0.02% | 615 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MB Generational Wealth, LLC | History | No change | 1,814 | 240 | 0.13% | 0.13% | 616 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 1,800 | 238 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | No change | 1,799 | 238 | 0.01% | 0.01% | 618 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| V2 Financial group LLC | History | No change | 1,800 | 238 | 0.11% | 0.12% | 619 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,793 | 237 | 0.01% | 0.01% | 620 | +2 | 0.11% | Q1 2026 | Apr 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,799 | 236 | 0.17% | 0.17% | 621 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Callan Family Office, LLC | History | Reduced | 1,770 | 234 | 0.01% | 0.01% | 623 | -1,332 | -42.94% | Q1 2026 | May 13, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 1,772 | 234 | 0.14% | 0.17% | 624 | -340 | -16.1% | Q1 2026 | Apr 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 1,770 | 234 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 1,647 | 233 | 0.0% | 0.01% | 626 | +97 | 6.26% | Q1 2026 | May 11, 2026 |
| Weil Company, Inc. | History | Added to | 1,764 | 233 | 0.05% | 0.05% | 625 | +5 | 0.28% | Q1 2026 | Apr 15, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,766 | 233 | 0.03% | 0.03% | 627 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 1,753 | 232 | 0.03% | 0.03% | 628 | +65 | 3.85% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 1,747 | 231 | 0.0% | 0.0% | 629 | -4 | -0.23% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | No change | 1,750 | 231 | 0.02% | 0.02% | 630 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,729 | 230 | 0.01% | 0.01% | 633 | -334 | -16.19% | Q1 2026 | Apr 27, 2026 |
| Hamilton Capital, LLC | History | Reduced | 1,738 | 230 | 0.01% | 0.01% | 631 | -243 | -12.27% | Q1 2026 | May 15, 2026 |
| HCR Wealth Advisors | History | No change | 1,740 | 230 | 0.02% | 0.02% | 632 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 1,732 | 229 | 0.09% | 0.09% | 634 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Investmark Advisory Group LLC | History | Added to | 1,724 | 228 | 0.1% | 0.1% | 635 | +5 | 0.29% | Q1 2026 | May 15, 2026 |
| SWP FINANCIAL LLC | History | No change | 1,728 | 228 | 0.12% | 0.11% | 636 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Friday Financial | History | No change | 1,724 | 228 | 0.08% | 0.08% | 637 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,715 | 227 | 0.0% | 0.0% | 642 | -197 | -10.3% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 1,721 | 227 | 0.0% | 0.0% | 639 | +39 | 2.32% | Q1 2026 | May 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,650 | 227 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Garde Capital, Inc. | History | No change | 1,719 | 227 | 0.01% | 0.01% | 640 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Florida Trust Wealth Management Co | History | No change | 1,715 | 227 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Decker Wealth Management LLC | History | No change | 1,720 | 227 | 0.05% | 0.05% | 643 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| First County Bank /CT/ | History | Reduced | 1,696 | 224 | 0.12% | 0.14% | 644 | -273 | -13.86% | Q1 2026 | Apr 03, 2026 |
| First City Capital Management, Inc. | History | No change | 1,690 | 223 | 0.12% | 0.12% | 645 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clark Asset Management, LLC | History | No change | 1,684 | 223 | 0.02% | 0.02% | 646 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,673 | 221 | 0.01% | 0.01% | 647 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONEYWISE, INC. | History | Added to | 1,663 | 220 | 0.1% | 0.09% | 648 | +4 | 0.24% | Q1 2026 | Apr 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 1,657 | 219 | 0.02% | 0.02% | 649 | +6 | 0.36% | Q1 2026 | Apr 30, 2026 |
| Buttonwood Financial Advisors Inc. | History | No change | 1,659 | 219 | 0.07% | 0.07% | 650 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 1,649 | 218 | 0.01% | — | 651 | +1,649 | New | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,624 | 215 | 0.0% | — | 654 | +1,624 | New | Q1 2026 | May 11, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 1,626 | 215 | 0.29% | 0.29% | 653 | +1 | 0.06% | Q1 2026 | Apr 07, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,629 | 215 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,619 | 214 | 0.0% | 0.0% | 655 | -4,280 | -72.55% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Added to | 1,651 | 213 | 0.01% | 0.01% | 657 | +6 | 0.36% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | No change | 1,612 | 213 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 1,600 | 212 | 0.0% | — | 659 | +1,600 | New | Q1 2026 | May 15, 2026 |
| Hixon Zuercher, LLC | History | No change | 1,600 | 212 | 0.07% | 0.06% | 658 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 1,598 | 211 | 0.0% | — | 660 | +1,598 | New | Q1 2026 | May 11, 2026 |
| Richmond Investment Services, LLC | History | Added to | 1,587 | 210 | 0.03% | 0.04% | 661 | +2 | 0.13% | Q1 2026 | Apr 29, 2026 |
| ABLE Financial Group, LLC | History | New | 1,582 | 209 | 0.04% | — | 663 | +1,582 | New | Q1 2026 | Apr 20, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 1,578 | 209 | 0.11% | 0.14% | 662 | -534 | -25.28% | Q1 2026 | May 01, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 1,564 | 207 | 0.08% | 0.15% | 664 | -1,500 | -48.96% | Q1 2026 | Apr 17, 2026 |
| Align Financial, LLC | History | Reduced | 1,548 | 205 | 0.12% | 0.12% | 665 | -202,153 | -99.24% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 1,540 | 204 | 0.01% | 0.02% | 667 | -1,705 | -52.54% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,540 | 204 | 0.0% | — | 668 | +1,540 | New | Q1 2026 | May 08, 2026 |
| Fortis Capital Advisors, LLC | History | New | 1,540 | 204 | 0.03% | — | 669 | +1,540 | New | Q1 2026 | Apr 28, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 1,546 | 204 | 0.01% | 0.01% | 666 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 1,535 | 203 | 0.09% | 0.09% | 671 | -141 | -8.41% | Q1 2026 | Apr 20, 2026 |
| PFS Partners, LLC | History | Added to | 1,533 | 203 | 0.09% | 0.09% | 670 | +6 | 0.39% | Q1 2026 | Apr 09, 2026 |
| Dynamic Financial Group | History | No change | 1,538 | 203 | 0.17% | 0.17% | 672 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clayton Financial Group LLC | History | Added to | 1,530 | 202 | 0.1% | 0.1% | 673 | +3 | 0.2% | Q1 2026 | Apr 13, 2026 |
| Dana Investment Advisors, Inc. | History | New | 1,516 | 200 | 0.01% | — | 674 | +1,516 | New | Q1 2026 | May 14, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 1,516 | 200 | 0.09% | — | 676 | +1,516 | New | Q1 2026 | May 05, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | New | 1,515 | 200 | 0.03% | — | 675 | +1,515 | New | Q1 2026 | Apr 21, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,496 | 198 | 0.02% | 0.01% | 677 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,443 | 191 | 0.06% | 0.06% | 678 | +5 | 0.35% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 1,422 | 188 | 0.01% | 0.01% | 679 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,399 | 185 | 0.01% | 0.01% | 680 | -4 | -0.29% | Q1 2026 | Apr 07, 2026 |
| HM PAYSON & CO | History | No change | 1,367 | 181 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | No change | 1,370 | 181 | 0.03% | 0.03% | 682 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,352 | 179 | 0.01% | — | 683 | +1,352 | New | Q1 2026 | Apr 29, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,338 | 177 | 0.01% | 0.01% | 684 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 1,235 | 175 | 0.07% | 0.07% | 685 | +10 | 0.82% | Q1 2026 | Apr 27, 2026 |
| Silicon Valley Capital Partners | History | Added to | 1,308 | 173 | 0.02% | 0.02% | 686 | +4 | 0.31% | Q1 2026 | May 19, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,306 | 173 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,256 | 166 | 0.01% | 0.01% | 688 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,248 | 165 | 0.01% | 0.01% | 689 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,230 | 163 | 0.01% | — | 691 | +1,230 | New | Q1 2026 | Apr 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,234 | 163 | 0.0% | 0.01% | 690 | -545 | -30.64% | Q1 2026 | May 13, 2026 |
| United Community Bank | History | Reduced | 1,191 | 157 | 0.05% | 0.11% | 693 | -1,024 | -46.23% | Q1 2026 | Apr 24, 2026 |
| Legacy Bridge, LLC | History | No change | 1,185 | 157 | 0.06% | 0.06% | 692 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 1,180 | 156 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,171 | 155 | 0.02% | 0.02% | 695 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,166 | 154 | 0.0% | 0.01% | 696 | -1,218 | -51.09% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,138 | 150 | 0.02% | 0.02% | 697 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,135 | 150 | 0.02% | 0.02% | 698 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,131 | 149 | 0.03% | 0.03% | 699 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 1,090 | 144 | 0.01% | — | 700 | +1,090 | New | Q1 2026 | Apr 27, 2026 |
| Main Street Group, LTD | History | New | 1,085 | 143 | 0.04% | — | 701 | +1,085 | New | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,098 | 142 | 0.01% | 0.0% | 702 | +318 | 40.77% | Q1 2026 | May 15, 2026 |
| Towne Trust Company, N.A | History | No change | 1,062 | 140 | 0.04% | 0.04% | 703 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,022 | 135 | 0.11% | 0.12% | 704 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mechanics Financial Corp | History | Reduced | 1,004 | 133 | 0.06% | 0.05% | 705 | -4 | -0.4% | Q1 2026 | May 06, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 974 | 129 | 0.11% | 0.16% | 706 | -1,505 | -60.71% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 934 | 123 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Holos Integrated Wealth LLC | History | No change | 918 | 123 | 0.06% | 0.07% | 708 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Clearstead Trust, LLC | History | No change | 920 | 121 | 0.02% | 0.02% | 709 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Front Row Advisors LLC | History | No change | 915 | 121 | 0.04% | 0.04% | 710 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| S.A. Mason LLC | History | No change | 880 | 116 | 0.04% | 0.05% | 711 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mascoma Wealth Management LLC | History | No change | 873 | 115 | 0.02% | 0.02% | 712 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| High Note Wealth, LLC | History | No change | 851 | 112 | 0.02% | 0.02% | 713 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kentucky Trust Co | History | No change | 850 | 112 | 0.06% | 0.06% | 714 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CITY HOLDING CO | History | Reduced | 825 | 109 | 0.01% | 0.01% | 715 | -19 | -2.25% | Q1 2026 | Apr 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 811 | 107 | 0.03% | 0.04% | 716 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rice Partnership, LLC | History | No change | 807 | 106 | 0.01% | 0.01% | 717 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Walsh & Associates, LLC | History | No change | 803 | 106 | 0.11% | 0.1% | 718 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 797 | 105 | 0.04% | — | 721 | +797 | New | Q1 2026 | May 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 795 | 105 | 0.01% | 0.0% | 719 | +262 | 49.16% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 798 | 105 | 0.03% | 0.03% | 720 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ASSETMARK, INC | History | Reduced | 791 | 104 | 0.0% | 0.0% | 722 | -393 | -33.19% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 780 | 103 | 0.01% | 0.01% | 723 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 775 | 102 | 0.01% | 0.01% | 724 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Millstone Evans Group, LLC | History | No change | 753 | 99 | 0.06% | 0.06% | 725 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 732 | 96 | 0.12% | 1.14% | 727 | -16,097 | -95.65% | Q1 2026 | May 11, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 725 | 96 | 0.03% | 0.03% | 726 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 684 | 90 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 668 | 88 | 0.09% | 0.08% | 729 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Milestone Investment Advisors LLC | History | No change | 669 | 88 | 0.02% | 0.02% | 730 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 660 | 87 | 0.01% | 0.01% | 731 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | No change | 655 | 86 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 647 | 85 | 0.01% | 0.01% | 733 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Life Planners | History | New | 630 | 83 | 0.06% | — | 734 | +630 | New | Q1 2026 | Apr 24, 2026 |
| SIMA Wealth Partners, LLC | History | New | 620 | 82 | 0.06% | — | 736 | +620 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 623 | 82 | 0.01% | 0.01% | 735 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 600 | 79 | 0.02% | 0.02% | 737 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 585 | 77 | 0.0% | — | 738 | +585 | New | Q1 2026 | May 14, 2026 |
| Legend Capital Advisors LLC | History | New | 564 | 74 | 0.05% | — | 740 | +564 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 563 | 74 | 0.0% | 0.0% | 739 | +181 | 47.38% | Q1 2026 | Apr 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 547 | 72 | 0.01% | 0.01% | 741 | +138 | 33.74% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 515 | 68 | 0.0% | 0.01% | 742 | -736 | -58.83% | Q1 2026 | May 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 516 | 68 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 511 | 67 | 0.01% | 0.0% | 744 | +290 | 131.22% | Q1 2026 | Apr 16, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 511 | 67 | 0.02% | 0.02% | 745 | +2 | 0.39% | Q1 2026 | Apr 01, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 506 | 67 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Napier Financial, LLC | History | New | 490 | 64 | 0.01% | — | 748 | +490 | New | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 488 | 64 | 0.0% | 0.0% | 747 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Piscataqua Savings Bank | History | No change | 474 | 62 | 0.04% | 0.04% | 749 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Abound Wealth Management | History | No change | 469 | 62 | 0.01% | 0.01% | 750 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Tidemark, LLC | History | No change | 462 | 61 | 0.02% | 0.02% | 751 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Breakwater Investment Management | History | No change | 463 | 61 | 0.02% | 0.02% | 752 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Planning Project LLC | History | No change | 465 | 61 | 0.02% | 0.02% | 753 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 460 | 60 | 0.06% | 0.06% | 754 | +2 | 0.44% | Q1 2026 | May 05, 2026 |
| Centennial Bank/AR/ | History | Reduced | 450 | 59 | 0.02% | 0.02% | 755 | -25 | -5.26% | Q1 2026 | May 06, 2026 |
| Longview Financial Advisors, Inc. | History | New | 441 | 58 | 0.04% | — | 757 | +441 | New | Q1 2026 | Apr 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 440 | 58 | 0.03% | 0.03% | 756 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | Added to | 430 | 56 | 0.01% | 0.01% | 759 | +2 | 0.47% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 426 | 56 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TSFG, LLC | History | No change | 424 | 56 | 0.01% | 0.01% | 760 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 430 | 56 | 0.02% | 0.02% | 761 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 410 | 54 | 0.05% | 0.05% | 762 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| True Link Financial Advisors, LLC | History | New | 400 | 53 | 0.0% | — | 766 | +400 | New | Q1 2026 | Apr 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 401 | 53 | 0.0% | 0.0% | 763 | -16 | -3.84% | Q1 2026 | May 01, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 402 | 53 | 0.01% | 0.0% | 764 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quent Capital, LLC | History | No change | 401 | 53 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 385 | 51 | 0.0% | 0.0% | 767 | -307 | -44.36% | Q1 2026 | May 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 386 | 51 | 0.04% | 0.04% | 768 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 382 | 50 | 0.01% | 0.01% | 769 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 367 | 48 | 0.02% | — | 770 | +367 | New | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 338 | 44 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 313 | 41 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 313 | 41 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 304 | 40 | 0.01% | 0.01% | 774 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 300 | 39 | 0.01% | 0.01% | 775 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 300 | 39 | 0.0% | 0.0% | 776 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Advisors | History | No change | 289 | 38 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | No change | 284 | 37 | 0.02% | 0.02% | 778 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 268 | 35 | 0.01% | — | 781 | +268 | New | Q1 2026 | May 06, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 249 | 35 | 0.01% | 0.01% | 780 | -7 | -2.73% | Q1 2026 | May 12, 2026 |
| Capital Investment Counsel, Inc | History | No change | 266 | 35 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Perspectives, Inc | History | No change | 262 | 34 | 0.01% | 0.01% | 782 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Palouse Capital Management, Inc. | History | No change | 244 | 32 | 0.02% | 0.02% | 783 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BankPlus Trust Department | History | No change | 246 | 32 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 246 | 32 | 0.02% | 0.02% | 785 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 231 | 31 | 0.0% | 0.0% | 786 | -134 | -36.71% | Q1 2026 | Apr 06, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 237 | 31 | 0.02% | 0.02% | 787 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 220 | 29 | 0.01% | 0.01% | 788 | +1 | 0.46% | Q1 2026 | Apr 10, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 212 | 28 | 0.02% | 0.02% | 790 | +1 | 0.47% | Q1 2026 | Apr 07, 2026 |
| Caitlin John, LLC | History | No change | 217 | 28 | 0.02% | 0.02% | 789 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 206 | 27 | 0.02% | 0.02% | 791 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 202 | 26 | 0.01% | — | 795 | +202 | New | Q1 2026 | Apr 30, 2026 |
| Merrithew & Thorsten Inc | History | Added to | 203 | 26 | 0.02% | 0.03% | 793 | +1 | 0.5% | Q1 2026 | May 01, 2026 |
| Orion Capital Management LLC | History | No change | 200 | 26 | 0.01% | 0.01% | 792 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sankala Group LLC | History | No change | 200 | 26 | 0.02% | 0.02% | 794 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 192 | 25 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | Reduced | 184 | 24 | 0.01% | 0.01% | 798 | -3 | -1.6% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | No change | 187 | 24 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 180 | 23 | 0.02% | — | 801 | +180 | New | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Added to | 176 | 23 | 0.0% | 0.0% | 799 | +6 | 3.53% | Q1 2026 | Apr 28, 2026 |
| UNION SAVINGS BANK | History | No change | 176 | 23 | 0.01% | 0.01% | 800 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Key Capital Management, INC | History | New | 172 | 22 | 0.01% | — | 802 | +172 | New | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 165 | 21 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 155 | 20 | 0.0% | 0.0% | 804 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 152 | 20 | 0.01% | 0.01% | 805 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pacific Center for Financial Services | History | Reduced | 148 | 19 | 0.0% | 0.01% | 806 | -72 | -32.73% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 137 | 18 | 0.0% | 0.0% | 807 | -131 | -48.88% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | Added to | 136 | 18 | 0.0% | 0.0% | 809 | +2 | 1.49% | Q1 2026 | May 08, 2026 |
| Darwin Wealth Management, LLC | History | No change | 138 | 18 | 0.01% | 0.01% | 808 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Team Financial Group, LLC | History | No change | 136 | 18 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SITTNER & NELSON, LLC | History | No change | 139 | 18 | 0.01% | 0.01% | 811 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Imprint Wealth LLC | History | No change | 138 | 18 | 0.08% | 0.08% | 812 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | No change | 126 | 16 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pacifica Partners Inc. | History | No change | 115 | 15 | 0.0% | 0.01% | 814 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 106 | 14 | 0.0% | — | 815 | +106 | New | Q1 2026 | May 18, 2026 |
| RHUMBLINE ADVISERS | History | New | 100 | 13 | 0.0% | — | 819 | +100 | New | Q1 2026 | May 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 102 | 13 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 97 | 13 | 0.01% | 0.01% | 817 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | No change | 105 | 13 | 0.01% | 0.01% | 818 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| STEPH & CO | History | Reduced | 97 | 12 | 0.0% | 0.0% | 821 | -3 | -3.0% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | Added to | 98 | 12 | 0.0% | 0.0% | 822 | +1 | 1.03% | Q1 2026 | May 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 92 | 12 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Beacon Financial Strategies CORP | History | No change | 98 | 12 | 0.01% | 0.01% | 823 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 88 | 11 | 0.0% | — | 827 | +88 | New | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 88 | 11 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Anfield Capital Management, LLC | History | No change | 88 | 11 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CoreFirst Bank & Trust | History | No change | 84 | 11 | 0.01% | 0.01% | 826 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Burk Holdings LLC | History | New | 80 | 10 | 0.0% | — | 831 | +80 | New | Q1 2026 | May 07, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 77 | 10 | 0.02% | — | 830 | +77 | New | Q1 2026 | May 04, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 78 | 10 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Noble Wealth Management PBC | History | No change | 79 | 10 | 0.01% | 0.01% | 829 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Balentine LLC | History | No change | 73 | 9 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sawyer & Company, Inc | History | No change | 71 | 9 | 0.0% | 0.0% | 833 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CNB Bank | History | No change | 61 | 8 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 50 | 7 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 47 | 6 | 0.0% | 0.0% | 837 | -65 | -58.04% | Q1 2026 | Apr 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 50 | 6 | 0.0% | — | 840 | +50 | New | Q1 2026 | Apr 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 42 | 6 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 47 | 6 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 46 | 6 | 0.01% | 0.01% | 839 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 40 | 5 | 0.0% | 0.0% | 841 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 40 | 5 | 0.0% | 0.0% | 842 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 34 | 4 | 0.0% | — | 846 | +34 | New | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 37 | 4 | 0.0% | 0.0% | 843 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 30 | 4 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 27 | 3 | 0.0% | — | 847 | +27 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 21 | 2 | 0.0% | 0.0% | 849 | -316 | -93.77% | Q1 2026 | May 11, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 22 | 2 | 0.0% | — | 850 | +22 | New | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 848 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Bank of New Hampshire | History | Reduced | 15 | 1 | 0.0% | 0.0% | 851 | -38 | -71.7% | Q1 2026 | Apr 13, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.5% | — | -42,689 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Gallagher Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 2.27% | — | -28,883 | -100.0% | Q1 2026 | May 05, 2026 |
| M1 Capital Management LLC | History | Closed out | 0 | 0 | — | 1.42% | — | -25,847 | -100.0% | Q1 2026 | May 08, 2026 |
| Ramiah Investment Group | History | Closed out | 0 | 0 | — | 3.12% | — | -24,201 | -100.0% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,263 | -100.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -8,881 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,707 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,471 | -100.0% | Q1 2026 | May 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,418 | -100.0% | Q1 2026 | May 11, 2026 |
| Niles Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -4,999 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Capital Management, LLC / WI | History | Closed out | 0 | 0 | — | 0.46% | — | -4,859 | -100.0% | Q1 2026 | Apr 15, 2026 |
| NUANCE INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,639 | -100.0% | Q1 2026 | May 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -4,176 | -100.0% | Q1 2026 | May 05, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -3,431 | -100.0% | Q1 2026 | May 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,409 | -100.0% | Q1 2026 | May 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,110 | -100.0% | Q1 2026 | May 13, 2026 |
| Clarity Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,075 | -100.0% | Q1 2026 | May 01, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,062 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,800 | -100.0% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,748 | -100.0% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,574 | -100.0% | Q1 2026 | May 19, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -2,531 | -100.0% | Q1 2026 | May 04, 2026 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,412 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,086 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,064 | -100.0% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -2,032 | -100.0% | Q1 2026 | May 06, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,984 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,880 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,691 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,602 | -100.0% | Q1 2026 | May 13, 2026 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,594 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Ellevest, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,590 | -100.0% | Q1 2026 | May 11, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,550 | -100.0% | Q1 2026 | May 20, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,354 | -100.0% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -1,054 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -895 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -777 | -100.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -472 | -100.0% | Q1 2026 | May 15, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -412 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -360 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -288 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -243 | -100.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q1 2026 | May 06, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -160 | -100.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Reduced | 6 | 0 | — | 0.0% | — | -17 | -73.91% | Q1 2026 | May 11, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ransom Advisory, Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |