iSHARES TRUST - IJK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 7,789,591 | 783,788 | 0.05% | 0.04% | 1 | +569,558 | 7.89% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,868,364 | 590,474 | 0.11% | 0.1% | 2 | -68,205 | -1.15% | Q1 2026 | Jul 08, 2026 |
| FMR LLC | History | Added to | 4,600,564 | 462,908 | 0.02% | 0.02% | 3 | +425,221 | 10.18% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,612,759 | 363,515 | 0.03% | 0.03% | 4 | -11,878 | -0.33% | Q1 2026 | May 15, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 2,256,315 | 227,030 | 17.41% | — | 5 | +2,256,315 | New | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,162,666 | 217,607 | 0.02% | 0.03% | 6 | -111,380 | -4.9% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 2,086,484 | 209,942 | 0.03% | 0.03% | 7 | -93,338 | -4.28% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,961,451 | 197,361 | 0.05% | 0.05% | 8 | +92,684 | 4.96% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,934,048 | 194,603 | 0.11% | 0.1% | 9 | -5,996 | -0.31% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,478,069 | 148,723 | 0.05% | 0.06% | 10 | -358,511 | -19.52% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 1,433,081 | 144,196 | 0.04% | 0.04% | 11 | -5,448 | -0.38% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,231,346 | 123,898 | 0.25% | 0.24% | 12 | -79,304 | -6.05% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,226,067 | 123,366 | 0.75% | 0.71% | 13 | +33,259 | 2.79% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,124,475 | 113,144 | 0.01% | 0.01% | 14 | -8,642 | -0.76% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,110,021 | 111,690 | 0.07% | 0.07% | 15 | +24,285 | 2.24% | Q1 2026 | May 07, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,041,989 | 104,844 | 19.76% | — | 16 | +1,041,989 | New | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 949,569 | 95,545 | 0.02% | 0.01% | 17 | +128,011 | 15.58% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 945,865 | 95,231 | 0.02% | 0.02% | 18 | -30,139 | -3.09% | Q1 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 903,223 | 87,811 | 0.01% | 0.01% | 19 | +18,119 | 2.05% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 722,750 | 72,723 | 0.41% | 0.4% | 20 | -833 | -0.12% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 591,381 | 59,504 | 0.08% | 0.08% | 21 | -16,585 | -2.73% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 574,619 | 56,774 | 0.03% | 0.03% | 22 | +148,504 | 34.85% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 558,716 | 56,218 | 0.21% | 0.2% | 23 | -4,554 | -0.81% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 551,904 | 55,532 | 0.01% | 0.01% | 24 | +17,057 | 3.19% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 538,870 | 54,220 | 0.06% | 0.06% | 25 | -42,318 | -7.28% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 530,687 | 53,397 | 0.08% | 0.07% | 26 | +29,888 | 5.97% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 491,460 | 50,001 | 0.86% | 0.0% | 27 | +489,007 | 19935.06% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 496,025 | 49,909 | 1.65% | 1.61% | 28 | -5,841 | -1.16% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | Added to | 482,566 | 48,555 | 0.74% | 0.71% | 29 | +6,813 | 1.43% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 472,625 | 47,555 | 0.02% | 0.02% | 30 | -44,577 | -8.62% | Q1 2026 | May 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 464,283 | 46,716 | 2.72% | 2.84% | 31 | -10,797 | -2.27% | Q1 2026 | Apr 23, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 462,176 | 46,504 | 0.3% | 0.29% | 32 | -1,963 | -0.42% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Reduced | 453,195 | 45,600 | 0.05% | 0.05% | 33 | -20,945 | -4.42% | Q1 2026 | May 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 412,307 | 41,486 | 2.14% | 2.26% | 34 | -35,247 | -7.88% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 387,348 | 38,974 | 0.05% | 0.05% | 35 | -9,295 | -2.34% | Q1 2026 | Apr 27, 2026 |
| Moment Partners, LLC | History | Added to | 381,923 | 38,429 | 6.86% | 7.59% | 36 | +1,246 | 0.33% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 372,543 | 37,484 | 0.07% | 0.07% | 37 | -13,549 | -3.51% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 368,137 | 37,041 | 0.88% | 0.91% | 38 | -31,839 | -7.96% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 322,074 | 32,402 | 0.04% | 0.04% | 39 | -27,700 | -7.92% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 307,696 | 30,960 | 0.09% | 0.08% | 40 | +20,210 | 7.03% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 306,286 | 30,818 | 0.16% | 0.16% | 41 | +6,597 | 2.2% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 295,026 | 29,685 | 0.05% | 0.04% | 42 | +151,240 | 105.18% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 280,395 | 28,213 | 0.05% | 0.05% | 43 | +18,693 | 7.14% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 259,131 | 26,073 | 0.13% | 0.14% | 44 | -2,583 | -0.99% | Q1 2026 | May 04, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 256,372 | 25,796 | 1.44% | 1.55% | 45 | -28,497 | -10.0% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 246,667 | 24,819 | 0.04% | 0.04% | 46 | +1,285 | 0.52% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 231,726 | 23,316 | 0.02% | 0.02% | 47 | +5,059 | 2.23% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 216,732 | 21,807 | 0.52% | 0.48% | 48 | -5,588 | -2.51% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 212,590 | 21,391 | 2.43% | 2.32% | 49 | +587 | 0.28% | Q1 2026 | Apr 16, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 212,240 | 21,355 | 0.45% | 0.42% | 50 | +5,184 | 2.5% | Q1 2026 | May 07, 2026 |
| Hudson Capital Management LLC | History | Added to | 206,070 | 20,734 | 5.36% | 4.7% | 51 | +12,600 | 6.51% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 204,788 | 20,605 | 0.01% | 0.01% | 52 | +16,821 | 8.95% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 194,330 | 19,553 | 0.38% | 0.38% | 53 | -16,118 | -7.66% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Added to | 192,490 | 19,368 | 0.66% | 0.56% | 54 | +24,625 | 14.67% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 189,533 | 19,073 | 0.02% | 0.02% | 55 | -9,943 | -4.98% | Q1 2026 | May 12, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 185,467 | 18,661 | 5.53% | 5.37% | 56 | +1,656 | 0.9% | Q1 2026 | May 06, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 182,728 | 18,386 | 2.29% | 2.86% | 57 | -58,753 | -24.33% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 180,031 | 18,114 | 0.07% | 0.07% | 58 | +4,272 | 2.43% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 177,634 | 17,873 | 0.5% | 0.54% | 59 | -12,528 | -6.59% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 174,596 | 17,786 | 1.59% | 1.6% | 60 | -6,710 | -3.7% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 165,073 | 16,609 | 0.19% | 0.18% | 61 | -3,410 | -2.02% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 164,135 | 16,515 | 0.0% | 0.0% | 62 | +120,300 | 274.44% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 162,900 | 16,396 | 0.02% | 0.02% | 63 | -4,362 | -2.61% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 158,547 | 15,952 | 0.45% | 0.47% | 64 | -950 | -0.6% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 156,931 | 15,790 | 0.13% | 0.0% | 65 | +154,837 | 7394.32% | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 151,611 | 15,255 | 1.9% | 1.87% | 66 | -2,037 | -1.33% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 145,980 | 14,688 | 0.5% | 0.01% | 67 | +141,669 | 3286.22% | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 151,345 | 14,662 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 145,681 | 14,658 | 0.11% | 0.12% | 69 | -1,674 | -1.14% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 141,895 | 14,278 | 0.04% | 0.03% | 70 | +34,265 | 31.84% | Q1 2026 | Apr 30, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 140,669 | 14,154 | 3.74% | 3.54% | 71 | -1,656 | -1.16% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 140,036 | 14,090 | 0.58% | 0.56% | 72 | -641 | -0.46% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 132,237 | 13,305 | 0.1% | 0.1% | 73 | +2,539 | 1.96% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 122,134 | 12,289 | 0.58% | — | 74 | +122,134 | New | Q1 2026 | May 18, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 120,837 | 12,158 | 0.46% | 0.45% | 75 | -3,435 | -2.76% | Q1 2026 | Apr 16, 2026 |
| PW Nova Financial Services LLC | History | Added to | 119,077 | 11,981 | 3.0% | 4.38% | 76 | +1,417 | 1.2% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 143,448 | 11,549 | 0.07% | 0.13% | 77 | -55,074 | -27.74% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Reduced | 112,998 | 11,369 | 0.25% | 0.24% | 78 | -711 | -0.63% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 105,308 | 10,596 | 0.06% | 0.06% | 79 | +5,297 | 5.3% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 102,055 | 10,268 | 0.01% | 0.01% | 80 | -5,153 | -4.81% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 102,025 | 10,265 | 0.24% | 0.22% | 81 | +8,686 | 9.31% | Q1 2026 | May 11, 2026 |
| White Pine Investment CO | History | Added to | 101,275 | 10,190 | 2.37% | 2.31% | 82 | +292 | 0.29% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 101,173 | 10,180 | 0.01% | 0.01% | 83 | -1,010 | -0.99% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 100,594 | 10,121 | 0.23% | 0.03% | 84 | +86,609 | 619.3% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 100,001 | 10,062 | 0.0% | — | 85 | +100,001 | New | Q1 2026 | May 12, 2026 |
| DDFG, Inc | History | Added to | 99,973 | 10,059 | 2.17% | 1.61% | 86 | +24,025 | 31.63% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 99,862 | 10,048 | 0.05% | 0.04% | 87 | +21,541 | 27.5% | Q1 2026 | Apr 24, 2026 |
| Blue Edge Capital, LLC | History | Added to | 98,194 | 9,880 | 1.31% | 1.24% | 88 | +2,493 | 2.6% | Q1 2026 | Jun 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 93,755 | 9,433 | 0.53% | 0.52% | 89 | -622 | -0.66% | Q1 2026 | Apr 20, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 92,714 | 9,328 | 6.37% | 6.08% | 90 | -1,006 | -1.07% | Q1 2026 | May 04, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 87,643 | 8,818 | 0.23% | 0.22% | 91 | +278 | 0.32% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 85,576 | 8,610 | 0.05% | 0.04% | 92 | +1,105 | 1.31% | Q1 2026 | May 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 83,841 | 8,436 | 0.41% | 0.39% | 93 | -553 | -0.66% | Q1 2026 | May 04, 2026 |
| OFS Enterprise LLC | History | New | 82,207 | 8,271 | 2.43% | — | 94 | +82,207 | New | Q1 2026 | Apr 09, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 79,393 | 7,988 | 1.16% | 1.1% | 95 | +418 | 0.53% | Q1 2026 | Apr 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 78,860 | 7,934 | 1.5% | 1.31% | 96 | -1,528 | -1.9% | Q1 2026 | May 20, 2026 |
| Callan Family Office, LLC | History | Added to | 78,813 | 7,930 | 0.18% | 0.16% | 97 | +105 | 0.13% | Q1 2026 | May 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 77,366 | 7,784 | 0.16% | 0.17% | 98 | -10,226 | -11.67% | Q1 2026 | May 14, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 77,150 | 7,762 | 0.79% | 0.76% | 99 | -180 | -0.23% | Q1 2026 | May 04, 2026 |
| Oldfather Financial Services, LLC | History | No change | 78,565 | 7,611 | 2.27% | 2.27% | 100 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| First Citizens Financial Corp | History | Reduced | 73,432 | 7,388 | 3.49% | 3.52% | 101 | -117 | -0.16% | Q1 2026 | Apr 07, 2026 |
| Heritage Trust Co | History | Added to | 73,272 | 7,372 | 0.74% | 0.7% | 102 | +2,365 | 3.34% | Q1 2026 | May 13, 2026 |
| Denver PWM, LLC | History | Reduced | 65,240 | 7,353 | 2.53% | 2.48% | 103 | -16,388 | -20.08% | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 71,845 | 7,229 | 0.07% | 0.07% | 104 | -4,556 | -5.96% | Q1 2026 | Apr 27, 2026 |
| Mechanics Bank Trust Department | History | Added to | 71,228 | 7,166 | 0.99% | 0.9% | 105 | +218 | 0.31% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | New | 70,740 | 7,117 | 0.08% | — | 106 | +70,740 | New | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 69,863 | 7,029 | 0.11% | 0.12% | 107 | +8,501 | 13.85% | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 67,659 | 6,883 | 0.06% | 0.07% | 108 | +559 | 0.83% | Q1 2026 | Apr 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 68,061 | 6,848 | 0.04% | 0.04% | 109 | +1,751 | 2.64% | Q1 2026 | Apr 27, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 67,318 | 6,773 | 0.33% | 0.3% | 110 | -271 | -0.4% | Q1 2026 | Apr 09, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 67,012 | 6,742 | 2.02% | 1.76% | 111 | +1,042 | 1.58% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 66,811 | 6,722 | 0.3% | — | 112 | +66,811 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 65,418 | 6,582 | 0.01% | 0.01% | 113 | +26,478 | 68.0% | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 64,569 | 6,496 | 0.85% | — | 114 | +64,569 | New | Q1 2026 | May 04, 2026 |
| JNBA Financial Advisors | History | Reduced | 63,759 | 6,415 | 0.53% | 0.58% | 115 | -4,950 | -7.2% | Q1 2026 | Apr 22, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 62,308 | 6,269 | 2.04% | 1.88% | 116 | -648 | -1.03% | Q1 2026 | May 07, 2026 |
| InvesTrust | History | No change | 60,384 | 6,075 | 2.55% | 2.26% | 117 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 59,470 | 5,985 | 1.42% | 1.34% | 118 | -146 | -0.24% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 58,736 | 5,910 | 0.1% | 0.08% | 119 | +8,920 | 17.91% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 58,050 | 5,840 | 0.37% | 0.37% | 120 | +373 | 0.65% | Q1 2026 | May 15, 2026 |
| Asset Management Group, Inc. | History | Added to | 57,388 | 5,774 | 0.93% | 0.9% | 121 | +52 | 0.09% | Q1 2026 | May 15, 2026 |
| Causey Wealth LLC | History | Added to | 56,777 | 5,712 | 2.42% | 2.57% | 122 | +2,344 | 4.31% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 56,000 | 5,629 | 0.03% | 0.03% | 123 | +3,375 | 6.41% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 54,868 | 5,520 | 0.03% | 0.03% | 124 | -2,320 | -4.06% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 53,530 | 5,386 | 0.07% | 0.06% | 125 | +3,127 | 6.2% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 52,222 | 5,254 | 0.04% | 0.01% | 126 | +41,583 | 390.85% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 52,188 | 5,251 | 0.06% | 0.05% | 127 | +10,880 | 26.34% | Q1 2026 | May 13, 2026 |
| Berman McAleer LLC | History | Reduced | 51,376 | 5,169 | 0.71% | 0.72% | 128 | -2,875 | -5.3% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 51,539 | 5,168 | 0.01% | 0.01% | 129 | -10,010 | -16.26% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | New | 50,002 | 5,031 | 0.26% | — | 130 | +50,002 | New | Q1 2026 | Apr 28, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 49,994 | 5,030 | 0.54% | 0.48% | 131 | +1,198 | 2.46% | Q1 2026 | Apr 21, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 49,947 | 5,025 | 0.15% | 0.14% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Added to | 49,670 | 4,997 | 0.02% | 0.02% | 133 | +1,252 | 2.59% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 48,971 | 4,927 | 0.07% | 0.07% | 134 | -4,670 | -8.71% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 48,775 | 4,908 | 0.01% | 0.01% | 135 | +97 | 0.2% | Q1 2026 | Apr 22, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 48,459 | 4,875 | 0.32% | 0.3% | 136 | -711 | -1.45% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 45,373 | 4,849 | 0.09% | 0.02% | 137 | +42,152 | 1308.66% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 45,246 | 4,552 | 0.29% | 0.28% | 138 | +1,959 | 4.53% | Q1 2026 | Apr 27, 2026 |
| Brightwater Advisory LLC | History | Reduced | 44,574 | 4,485 | 2.97% | 3.02% | 139 | -1,564 | -3.39% | Q1 2026 | Apr 30, 2026 |
| Perkins Coie Trust Co | History | Reduced | 44,429 | 4,470 | 0.86% | 0.8% | 140 | -66 | -0.15% | Q1 2026 | Apr 15, 2026 |
| Circle Wealth Management, LLC | History | No change | 44,000 | 4,427 | 0.06% | 0.07% | 141 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 43,785 | 4,405 | 1.3% | 1.24% | 142 | -460 | -1.04% | Q1 2026 | Apr 13, 2026 |
| Net Worth Advisory Group | History | Reduced | 43,354 | 4,362 | 0.9% | 0.85% | 143 | -78 | -0.18% | Q1 2026 | May 05, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 43,084 | 4,335 | 1.58% | 1.55% | 144 | -584 | -1.34% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 42,349 | 4,261 | 0.0% | 0.0% | 145 | -27 | -0.06% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 39,054 | 4,239 | 0.07% | 0.03% | 146 | +19,157 | 96.28% | Q1 2026 | May 15, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 42,054 | 4,231 | 0.81% | 0.78% | 147 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 41,360 | 4,162 | 0.03% | 0.03% | 148 | +1,766 | 4.46% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 37,045 | 4,067 | 0.28% | 0.27% | 149 | -538 | -1.43% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 40,245 | 4,049 | 0.01% | 0.01% | 150 | -1,062 | -2.57% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 39,613 | 3,985 | 0.06% | 0.05% | 151 | -2,047 | -4.91% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 39,041 | 3,928 | 0.01% | 0.0% | 152 | +2,864 | 7.92% | Q1 2026 | May 13, 2026 |
| Idaho Trust Co | History | Reduced | 38,938 | 3,917 | 1.27% | 1.66% | 153 | -12,722 | -24.63% | Q1 2026 | May 08, 2026 |
| Triangle Securities Wealth Management | History | Added to | 38,732 | 3,897 | 0.88% | 0.77% | 154 | +1,071 | 2.84% | Q1 2026 | Apr 20, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 38,532 | 3,877 | 1.69% | 1.61% | 155 | -88 | -0.23% | Q1 2026 | May 05, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 38,480 | 3,871 | 2.3% | 2.24% | 156 | -268 | -0.69% | Q1 2026 | Apr 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 38,420 | 3,865 | 0.13% | 0.13% | 157 | -730 | -1.86% | Q1 2026 | Apr 17, 2026 |
| ANB BANK | History | Added to | 38,364 | 3,860 | 1.56% | 1.43% | 158 | +1,198 | 3.22% | Q1 2026 | May 06, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 38,326 | 3,856 | 0.78% | 0.74% | 159 | -564 | -1.45% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 37,829 | 3,853 | 0.01% | 0.01% | 160 | -13,746 | -26.65% | Q1 2026 | Apr 08, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 37,983 | 3,821 | 1.46% | 1.4% | 161 | +1,567 | 4.3% | Q1 2026 | Apr 21, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 37,028 | 3,725 | 4.67% | 3.15% | 162 | +9,365 | 33.85% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 37,970 | 3,678 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 36,431 | 3,665 | 1.37% | 1.49% | 164 | -6,317 | -14.78% | Q1 2026 | May 08, 2026 |
| LTG Capital LLC | History | Reduced | 36,397 | 3,662 | 2.8% | 2.78% | 165 | -440 | -1.19% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 36,106 | 3,632 | 0.03% | 0.04% | 166 | -287 | -0.79% | Q1 2026 | May 06, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 35,425 | 3,564 | 0.71% | 0.62% | 167 | +4,675 | 15.2% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | Added to | 35,090 | 3,530 | 0.01% | 0.01% | 168 | +417 | 1.2% | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 34,574 | 3,478 | 0.39% | — | 169 | +34,574 | New | Q1 2026 | May 07, 2026 |
| M1 Capital Management LLC | History | Reduced | 34,183 | 3,439 | 1.58% | 1.42% | 170 | -1,029 | -2.92% | Q1 2026 | May 08, 2026 |
| Ironwood Financial, llc | History | Added to | 33,870 | 3,408 | 0.6% | 0.58% | 171 | +466 | 1.4% | Q1 2026 | Apr 16, 2026 |
| Midwest Trust Co | History | Reduced | 33,868 | 3,407 | 0.04% | 0.04% | 172 | -894 | -2.57% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 33,694 | 3,390 | 0.22% | 0.21% | 173 | +207 | 0.62% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 33,134 | 3,333 | 0.02% | 0.02% | 174 | +1,401 | 4.41% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 33,008 | 3,321 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SOL Capital Management CO | History | No change | 34,023 | 3,296 | 0.3% | 0.3% | 176 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 32,664 | 3,286 | 0.02% | 0.02% | 177 | +2,315 | 7.63% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 32,350 | 3,255 | 0.01% | 0.01% | 178 | -1,696 | -4.98% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Added to | 32,138 | 3,233 | 0.02% | 0.01% | 179 | +4,983 | 18.35% | Q1 2026 | May 11, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 31,988 | 3,218 | 0.45% | 0.42% | 180 | -608 | -1.87% | Q1 2026 | Apr 13, 2026 |
| Segment Wealth Management, LLC | History | No change | 31,700 | 3,189 | 0.19% | 0.18% | 181 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 31,287 | 3,148 | 0.08% | — | 182 | +31,287 | New | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Added to | 31,131 | 3,132 | 0.23% | 0.18% | 183 | +5,917 | 23.47% | Q1 2026 | May 14, 2026 |
| UNITED BANK | History | Added to | 31,076 | 3,126 | 0.4% | 0.39% | 184 | +275 | 0.89% | Q1 2026 | May 11, 2026 |
| Somerset Group LLC | History | Reduced | 28,074 | 3,082 | 2.29% | 2.15% | 185 | -151 | -0.53% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 30,611 | 3,079 | 0.01% | — | 186 | +30,611 | New | Q1 2026 | May 01, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 30,538 | 3,072 | 0.77% | 0.74% | 187 | -1,135 | -3.58% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Reduced | 29,972 | 3,015 | 0.25% | 0.24% | 188 | -496 | -1.63% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 29,891 | 3,007 | 0.04% | 0.04% | 189 | +961 | 3.32% | Q1 2026 | Apr 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 29,365 | 2,954 | 0.31% | 0.35% | 190 | +1,747 | 6.33% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Reduced | 29,046 | 2,922 | 0.08% | 0.08% | 191 | -1,458 | -4.78% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,974 | 2,915 | 0.0% | 0.0% | 192 | +15,421 | 113.78% | Q1 2026 | May 15, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 28,405 | 2,858 | 1.51% | 1.39% | 193 | +1,519 | 5.65% | Q1 2026 | May 08, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 28,240 | 2,841 | 0.65% | 0.62% | 194 | -215 | -0.76% | Q1 2026 | Apr 15, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 27,515 | 2,768 | 0.57% | 0.59% | 195 | -1,921 | -6.53% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,199 | 2,736 | 0.04% | 0.03% | 196 | +7,037 | 34.9% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | New | 26,531 | 2,669 | 0.18% | — | 197 | +26,531 | New | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 26,452 | 2,661 | 0.03% | 0.03% | 198 | +591 | 2.29% | Q1 2026 | Apr 20, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 26,350 | 2,651 | 0.39% | 0.38% | 199 | -1,100 | -4.01% | Q1 2026 | Apr 21, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 25,834 | 2,599 | 1.4% | 1.49% | 200 | -1,891 | -6.82% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 25,466 | 2,562 | 0.09% | 0.08% | 201 | -695 | -2.66% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,350 | 2,550 | 0.04% | 0.01% | 202 | +20,770 | 453.49% | Q1 2026 | May 15, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 25,322 | 2,547 | 0.07% | 0.07% | 203 | -739 | -2.84% | Q1 2026 | Apr 10, 2026 |
| CX Institutional | History | Added to | 25,221 | 2,538 | 0.08% | 0.07% | 204 | +296 | 1.19% | Q1 2026 | Apr 06, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 25,948 | 2,513 | 3.19% | — | 205 | +25,948 | New | Q1 2026 | May 07, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 24,713 | 2,486 | 0.1% | 0.09% | 206 | -50 | -0.2% | Q1 2026 | May 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 24,592 | 2,474 | 0.26% | 0.27% | 207 | -2,046 | -7.68% | Q1 2026 | Apr 13, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 24,515 | 2,466 | 1.67% | 1.45% | 208 | +1,816 | 8.0% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 24,280 | 2,443 | 0.04% | 0.04% | 209 | +1,381 | 6.03% | Q1 2026 | Apr 22, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 23,695 | 2,384 | 1.09% | 1.68% | 210 | -14,668 | -38.23% | Q1 2026 | Apr 27, 2026 |
| Balboa Wealth Partners | History | Added to | 23,542 | 2,368 | 0.4% | 0.06% | 211 | +19,962 | 557.6% | Q1 2026 | Apr 16, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 23,347 | 2,349 | 0.68% | 0.74% | 212 | -2,401 | -9.32% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 23,105 | 2,324 | 0.02% | 0.02% | 213 | -26 | -0.11% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 22,759 | 2,290 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | Reduced | 22,744 | 2,288 | 1.0% | 0.85% | 215 | -133 | -0.58% | Q1 2026 | Aug 03, 2026 |
| Codex Capital Asset Management L.L.C. | History | No change | 22,500 | 2,263 | 0.88% | 0.79% | 216 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,418 | 2,255 | 0.0% | 0.0% | 217 | +2,257 | 11.19% | Q1 2026 | May 15, 2026 |
| Corundum Trust Company, INC | History | Added to | 22,354 | 2,249 | 5.14% | 4.79% | 218 | +610 | 2.81% | Q1 2026 | Apr 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 23,190 | 2,246 | 0.0% | 0.0% | 219 | -2,151 | -8.49% | Q1 2026 | May 15, 2026 |
| Three Seasons Wealth, LLC | History | New | 22,216 | 2,235 | 0.85% | — | 220 | +22,216 | New | Q1 2026 | May 05, 2026 |
| Operose Advisors LLC | History | Reduced | 21,984 | 2,212 | 0.51% | 0.5% | 221 | -5 | -0.02% | Q1 2026 | May 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 21,980 | 2,211 | 0.02% | 0.02% | 222 | -606 | -2.68% | Q1 2026 | May 13, 2026 |
| Stenger Family Office, LLC | History | No change | 21,981 | 2,211 | 0.39% | 0.44% | 223 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 21,652 | 2,178 | 0.06% | 0.05% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 21,581 | 2,171 | 0.75% | 0.77% | 225 | -544 | -2.46% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,394 | 2,152 | 0.05% | 0.05% | 226 | +905 | 4.42% | Q1 2026 | May 15, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 21,179 | 2,131 | 1.0% | 0.89% | 227 | +2 | 0.01% | Q1 2026 | May 14, 2026 |
| Argent Advisors, Inc. | History | Added to | 21,116 | 2,124 | 0.58% | 0.36% | 228 | +7,632 | 56.6% | Q1 2026 | Apr 24, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 21,003 | 2,113 | 0.07% | 0.07% | 229 | -2,282 | -9.8% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 20,800 | 2,092 | 0.0% | — | 230 | +20,800 | New | Q1 2026 | May 14, 2026 |
| Davis Investment Partners, LLC | History | No change | 20,650 | 2,077 | 0.73% | 0.71% | 231 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,482 | 2,060 | 0.0% | 0.0% | 232 | +1,565 | 8.27% | Q1 2026 | May 13, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 20,157 | 2,028 | 1.08% | 1.12% | 233 | -769 | -3.67% | Q1 2026 | Apr 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 20,816 | 2,023 | 0.0% | 0.0% | 234 | +1,790 | 9.41% | Q1 2026 | May 15, 2026 |
| Darrow Company, Inc. | History | Added to | 20,082 | 2,020 | 0.91% | 0.87% | 235 | +2 | 0.01% | Q1 2026 | Apr 20, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 19,830 | 1,995 | 0.78% | 0.75% | 236 | -130 | -0.65% | Q1 2026 | May 12, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 19,792 | 1,991 | 0.92% | — | 237 | +19,792 | New | Q1 2026 | Apr 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 19,643 | 1,976 | 0.01% | 0.04% | 238 | -45,338 | -69.77% | Q1 2026 | Apr 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 19,606 | 1,972 | 0.05% | 0.05% | 239 | -11 | -0.06% | Q1 2026 | May 04, 2026 |
| C2C Wealth Management, LLC | History | Added to | 19,455 | 1,957 | 1.66% | 1.59% | 240 | +20 | 0.1% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,429 | 1,954 | 0.0% | — | 241 | +19,429 | New | Q1 2026 | May 12, 2026 |
| Royal Fund Management, LLC | History | Added to | 18,519 | 1,941 | 0.18% | 0.12% | 243 | +5,385 | 41.0% | Q1 2026 | May 19, 2026 |
| BESSEMER GROUP INC | History | Reduced | 19,290 | 1,941 | 0.0% | 0.0% | 242 | -3,950 | -17.0% | Q1 2026 | May 06, 2026 |
| Allegheny Financial Group | History | Added to | 19,169 | 1,928 | 0.26% | 0.24% | 244 | +2,118 | 12.42% | Q1 2026 | Apr 16, 2026 |
| WHITTIER TRUST CO | History | Reduced | 18,642 | 1,904 | 0.02% | 0.02% | 245 | -58 | -0.31% | Q1 2026 | Apr 28, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 18,876 | 1,899 | 0.14% | 0.14% | 246 | +6 | 0.03% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 18,625 | 1,874 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 19,341 | 1,873 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | New | 18,525 | 1,863 | 0.14% | — | 249 | +18,525 | New | Q1 2026 | Apr 22, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 18,444 | 1,855 | 0.42% | 0.4% | 250 | +23 | 0.12% | Q1 2026 | Apr 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 18,392 | 1,850 | 0.15% | 0.12% | 251 | +1,590 | 9.46% | Q1 2026 | Apr 23, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 18,039 | 1,815 | 0.06% | 0.06% | 252 | -359 | -1.95% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,996 | 1,810 | 0.01% | 0.02% | 253 | -26,404 | -59.47% | Q1 2026 | Apr 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 17,842 | 1,795 | 0.0% | — | 254 | +17,842 | New | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 17,619 | 1,772 | 0.02% | 0.03% | 255 | -2,129 | -10.78% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 17,577 | 1,768 | 0.09% | 0.09% | 256 | -10 | -0.06% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 17,553 | 1,766 | 0.01% | 0.01% | 258 | -2,002 | -10.24% | Q1 2026 | Jun 02, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 17,559 | 1,766 | 0.03% | 0.03% | 257 | -36 | -0.2% | Q1 2026 | Apr 21, 2026 |
| StoneX Group Inc. | History | Reduced | 17,076 | 1,718 | 0.09% | 0.28% | 259 | -48,775 | -74.07% | Q1 2026 | May 14, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 16,980 | 1,708 | 0.46% | 0.47% | 260 | -73 | -0.43% | Q1 2026 | Apr 24, 2026 |
| FULTON BANK, N.A. | History | Added to | 16,804 | 1,690 | 0.06% | 0.05% | 261 | +1,791 | 11.93% | Q1 2026 | Apr 24, 2026 |
| Columbia Bank | History | Reduced | 16,796 | 1,690 | 0.48% | 0.48% | 262 | -1,074 | -6.01% | Q1 2026 | Apr 28, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 16,582 | 1,668 | 0.14% | 0.14% | 263 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 16,864 | 1,633 | 0.07% | 0.07% | 264 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 15,927 | 1,602 | 0.86% | 0.82% | 265 | -315 | -1.94% | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 15,827 | 1,592 | 0.05% | 0.04% | 266 | +94 | 0.6% | Q1 2026 | May 14, 2026 |
| TAGStone Capital, Inc. | History | Added to | 15,753 | 1,585 | 0.56% | 0.55% | 267 | +632 | 4.18% | Q1 2026 | May 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 15,632 | 1,572 | 0.49% | 0.47% | 268 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 15,612 | 1,570 | 1.35% | 1.39% | 269 | -899 | -5.44% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 15,490 | 1,558 | 0.26% | 0.29% | 270 | -2,411 | -13.47% | Q1 2026 | May 06, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 15,274 | 1,536 | 0.09% | 0.09% | 271 | -266 | -1.71% | Q1 2026 | Apr 30, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 15,133 | 1,522 | 0.12% | 0.12% | 272 | -586 | -3.73% | Q1 2026 | May 07, 2026 |
| River Wealth Advisors LLC | History | Reduced | 15,078 | 1,517 | 0.17% | 0.17% | 273 | -374 | -2.42% | Q1 2026 | May 13, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 14,179 | 1,514 | 0.3% | 0.28% | 274 | -111 | -0.78% | Q1 2026 | Apr 14, 2026 |
| Finley Financial, LLC | History | No change | 15,037 | 1,513 | 0.71% | 0.67% | 275 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,948 | 1,504 | 0.02% | 0.02% | 276 | -577 | -3.72% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 14,788 | 1,487 | 0.0% | 0.0% | 277 | +9,815 | 197.37% | Q1 2026 | May 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 14,515 | 1,460 | 0.09% | 0.09% | 278 | +4 | 0.03% | Q1 2026 | May 14, 2026 |
| Keenan, LLC | History | Reduced | 14,245 | 1,429 | 1.21% | 2.13% | 279 | -10,772 | -43.06% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 14,036 | 1,412 | 0.25% | 0.24% | 280 | +5 | 0.04% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 13,935 | 1,402 | 0.02% | 0.02% | 281 | +2,203 | 18.78% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 13,825 | 1,391 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 13,800 | 1,388 | 0.06% | 0.05% | 283 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 13,742 | 1,382 | 0.1% | 0.09% | 284 | +125 | 0.92% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 13,631 | 1,371 | 0.01% | 0.01% | 285 | -7,409 | -35.21% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | No change | 13,609 | 1,369 | 0.05% | 0.04% | 286 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITY HOLDING CO | History | Reduced | 13,573 | 1,365 | 0.17% | 0.16% | 287 | -73 | -0.53% | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 13,498 | 1,358 | 0.04% | 0.03% | 288 | +3,340 | 32.88% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 13,292 | 1,337 | 0.1% | 0.1% | 289 | -1,132 | -7.85% | Q1 2026 | Apr 22, 2026 |
| VestGen Advisors, LLC | History | New | 11,897 | 1,332 | 0.04% | — | 290 | +11,897 | New | Q1 2026 | May 14, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 13,200 | 1,328 | 2.03% | 1.85% | 291 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Slow Capital, Inc. | History | Reduced | 13,196 | 1,327 | 0.17% | 0.18% | 292 | -2,124 | -13.86% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 13,080 | 1,316 | 0.01% | 0.01% | 293 | -232 | -1.74% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 12,961 | 1,304 | 0.06% | 0.1% | 295 | -10,904 | -45.69% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 12,964 | 1,304 | 0.05% | 0.06% | 294 | +143 | 1.12% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,918 | 1,299 | 0.03% | 0.03% | 296 | -451 | -3.37% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 12,907 | 1,298 | 0.1% | 0.12% | 297 | -4,026 | -23.78% | Q1 2026 | Apr 16, 2026 |
| Fiduciary Alliance LLC | History | Added to | 11,911 | 1,279 | 0.08% | 0.07% | 298 | +208 | 1.78% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,690 | 1,276 | 0.02% | 0.02% | 299 | -48 | -0.38% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 12,652 | 1,273 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 12,571 | 1,266 | 0.4% | 0.32% | 301 | +2,296 | 22.35% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 12,567 | 1,264 | 0.02% | 0.02% | 302 | -2,290 | -15.41% | Q1 2026 | May 12, 2026 |
| Watchman Group, Inc. | History | Reduced | 12,537 | 1,261 | 0.31% | 0.31% | 303 | -1,015 | -7.49% | Q1 2026 | Apr 20, 2026 |
| AMG National Trust Bank | History | Added to | 12,500 | 1,257 | 0.03% | 0.03% | 304 | +708 | 6.0% | Q1 2026 | May 04, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 12,339 | 1,241 | 0.71% | — | 306 | +12,339 | New | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 12,346 | 1,241 | 0.01% | 0.01% | 305 | +129 | 1.06% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 10,949 | 1,234 | 0.12% | 0.14% | 307 | -125 | -1.13% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 12,107 | 1,218 | 0.03% | 0.03% | 308 | -575 | -4.53% | Q1 2026 | Apr 13, 2026 |
| Embree Financial Group | History | Added to | 12,095 | 1,216 | 0.14% | 0.14% | 309 | +5 | 0.04% | Q1 2026 | Apr 23, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 12,019 | 1,209 | 0.58% | 0.57% | 310 | +3 | 0.02% | Q1 2026 | May 05, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 11,990 | 1,206 | 0.13% | 0.14% | 311 | -1,563 | -11.53% | Q1 2026 | May 06, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 11,854 | 1,192 | 0.04% | 0.04% | 312 | +33 | 0.28% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 11,830 | 1,191 | 0.0% | 0.0% | 313 | -7,870 | -39.95% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 11,842 | 1,191 | 0.0% | 0.0% | 314 | -37 | -0.31% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,799 | 1,187 | 0.03% | 0.02% | 315 | +1,847 | 18.56% | Q1 2026 | May 01, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 11,789 | 1,186 | 0.04% | 0.04% | 316 | +11 | 0.09% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,759 | 1,183 | 0.01% | 0.01% | 317 | +1,526 | 14.91% | Q1 2026 | May 08, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 11,647 | 1,171 | 0.06% | 0.06% | 318 | +3 | 0.03% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 11,539 | 1,161 | 0.26% | 0.26% | 319 | -76 | -0.65% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 11,937 | 1,160 | 0.04% | 0.03% | 320 | -60 | -0.5% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 11,432 | 1,150 | 0.01% | 0.01% | 321 | +209 | 1.86% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,388 | 1,145 | 0.04% | 0.05% | 322 | +291 | 2.62% | Q1 2026 | Jun 18, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 11,211 | 1,128 | 0.02% | 0.03% | 323 | -1,538 | -12.06% | Q1 2026 | May 13, 2026 |
| Marietta Wealth Management, LLC | History | No change | 11,220 | 1,128 | 0.13% | 0.13% | 324 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BRIGHTON JONES LLC | History | New | 11,189 | 1,125 | 0.02% | — | 325 | +11,189 | New | Q1 2026 | Aug 06, 2026 |
| Bangor Savings Bank | History | No change | 11,168 | 1,123 | 0.09% | 0.09% | 326 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,108 | 1,117 | 0.03% | 0.03% | 327 | -147 | -1.31% | Q1 2026 | Apr 07, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 11,024 | 1,109 | 0.02% | 0.01% | 328 | +4,894 | 79.84% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | No change | 10,862 | 1,104 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 10,055 | 1,098 | 0.21% | 0.2% | 330 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 10,812 | 1,087 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,949 | 1,086 | 0.02% | 0.02% | 332 | +454 | 4.78% | Q1 2026 | May 04, 2026 |
| VANGUARD GROUP INC | History | No change | 11,209 | 1,085 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 10,687 | 1,075 | 0.02% | 0.02% | 334 | -254 | -2.32% | Q1 2026 | May 15, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 10,644 | 1,070 | 0.25% | 0.25% | 335 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 10,627 | 1,069 | 0.06% | 0.05% | 336 | +178 | 1.7% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 10,609 | 1,067 | 0.07% | 0.06% | 337 | +772 | 7.85% | Q1 2026 | May 05, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 10,589 | 1,065 | 0.12% | 0.12% | 338 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,448 | 1,062 | 0.07% | 0.07% | 339 | -596 | -5.4% | Q1 2026 | May 01, 2026 |
| Bleakley Financial Group, LLC | History | New | 10,536 | 1,060 | 0.02% | — | 340 | +10,536 | New | Q1 2026 | May 04, 2026 |
| Front Row Advisors LLC | History | Reduced | 10,486 | 1,055 | 0.36% | 0.35% | 341 | -200 | -1.87% | Q1 2026 | May 19, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 10,469 | 1,053 | 0.24% | 0.24% | 342 | -284 | -2.64% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 10,439 | 1,050 | 0.07% | — | 343 | +10,439 | New | Q1 2026 | May 08, 2026 |
| Fairscale Capital, LLC | History | Added to | 10,425 | 1,048 | 0.72% | 0.64% | 344 | +444 | 4.45% | Q1 2026 | May 11, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 10,476 | 1,046 | 0.29% | 0.23% | 345 | +917 | 9.59% | Q1 2026 | Apr 28, 2026 |
| Patten Group, Inc. | History | Added to | 10,369 | 1,043 | 0.18% | 0.19% | 346 | +26 | 0.25% | Q1 2026 | Apr 24, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 10,273 | 1,033 | 0.16% | 0.15% | 347 | -575 | -5.3% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,221 | 1,028 | 0.0% | — | 348 | +10,221 | New | Q1 2026 | May 12, 2026 |
| Breakwater Capital Group | History | Added to | 10,062 | 1,012 | 0.14% | 0.13% | 350 | +183 | 1.85% | Q1 2026 | Apr 20, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 10,065 | 1,012 | 0.09% | 0.09% | 349 | +6 | 0.06% | Q1 2026 | Apr 07, 2026 |
| Ballentine Partners, LLC | History | No change | 9,976 | 1,003 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 10,233 | 994 | 1.12% | 0.71% | 352 | +2,772 | 37.15% | Q1 2026 | May 15, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 9,738 | 979 | 0.04% | 0.04% | 353 | -1,733 | -15.11% | Q1 2026 | Apr 28, 2026 |
| WealthShield Partners, LLC | History | Reduced | 9,662 | 972 | 0.11% | 0.1% | 354 | -100 | -1.02% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 9,659 | 971 | 0.01% | 0.01% | 355 | -356 | -3.55% | Q1 2026 | May 08, 2026 |
| Atlas Brown,Inc. | History | Reduced | 9,550 | 960 | 0.29% | 0.28% | 356 | -147 | -1.52% | Q1 2026 | Apr 17, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 9,505 | 956 | 0.05% | 0.05% | 357 | -1,000 | -9.52% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | No change | 9,456 | 951 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 9,445 | 950 | 0.02% | 0.02% | 359 | -1,140 | -10.77% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,402 | 946 | 0.08% | 0.08% | 360 | -48 | -0.51% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,387 | 945 | 0.02% | 0.1% | 361 | -54,040 | -85.2% | Q1 2026 | Apr 14, 2026 |
| RKL Wealth Management LLC | History | Reduced | 9,346 | 940 | 0.08% | 0.08% | 362 | -140 | -1.48% | Q1 2026 | Apr 24, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 9,246 | 930 | 0.01% | 0.01% | 363 | +109 | 1.19% | Q1 2026 | May 12, 2026 |
| Cadence Bank | History | No change | 9,586 | 928 | 0.05% | 0.05% | 364 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 9,152 | 921 | 0.03% | 0.03% | 365 | -100 | -1.08% | Q1 2026 | May 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 9,145 | 920 | 0.02% | 0.02% | 366 | +125 | 1.39% | Q1 2026 | May 15, 2026 |
| Financial Alternatives, Inc | History | No change | 9,084 | 914 | 0.49% | 0.51% | 367 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 8,952 | 900 | 0.05% | 0.05% | 368 | -88 | -0.97% | Q1 2026 | Apr 24, 2026 |
| Truepoint, Inc. | History | Added to | 8,932 | 898 | 0.02% | 0.02% | 369 | +5 | 0.06% | Q1 2026 | May 08, 2026 |
| HMS Capital Management, LLC | History | Added to | 8,924 | 897 | 0.35% | 0.26% | 370 | +2,342 | 35.58% | Q1 2026 | Apr 22, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 8,870 | 892 | 0.1% | 0.09% | 371 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,856 | 891 | 0.03% | 0.03% | 372 | -116 | -1.29% | Q1 2026 | Apr 09, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 8,772 | 882 | 0.02% | — | 373 | +8,772 | New | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,740 | 879 | 0.05% | 0.05% | 374 | -435 | -4.74% | Q1 2026 | Apr 17, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 8,731 | 878 | 0.35% | 0.45% | 375 | -3,108 | -26.25% | Q1 2026 | May 26, 2026 |
| Busey Bank | History | Added to | 8,713 | 876 | 0.02% | 0.02% | 376 | +1,448 | 19.93% | Q1 2026 | Apr 28, 2026 |
| Topsail Wealth Management, LLC | History | No change | 8,691 | 874 | 0.13% | 0.12% | 377 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF STOCKTON | History | Reduced | 8,628 | 868 | 0.27% | 0.3% | 378 | -2,027 | -19.02% | Q1 2026 | Apr 29, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 8,583 | 863 | 0.21% | 0.21% | 379 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 8,560 | 861 | 0.4% | 0.38% | 380 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 8,538 | 859 | 0.1% | 0.1% | 381 | -738 | -7.96% | Q1 2026 | Apr 30, 2026 |
| Veratis Advisors, Inc. | History | No change | 8,190 | 856 | 0.68% | 0.68% | 382 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 8,414 | 846 | 0.07% | 0.07% | 383 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WELCH & FORBES LLC | History | No change | 8,373 | 842 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 8,321 | 837 | 0.0% | 0.0% | 385 | -1,840 | -18.11% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,325 | 837 | 0.03% | 0.03% | 386 | 0 | 0.0% | Q1 2026 | Aug 10, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 8,280 | 833 | 0.17% | 0.17% | 387 | +16 | 0.19% | Q1 2026 | Apr 24, 2026 |
| Tudor Financial Inc. | History | Reduced | 8,242 | 829 | 0.42% | 0.41% | 388 | -60 | -0.72% | Q1 2026 | May 15, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 8,099 | 824 | 0.18% | 0.17% | 389 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,012 | 806 | 0.02% | 0.02% | 390 | -89 | -1.1% | Q1 2026 | Apr 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 8,016 | 806 | 0.34% | 0.33% | 391 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Reduced | 7,960 | 800 | 0.01% | 0.02% | 392 | -8,229 | -50.83% | Q1 2026 | May 05, 2026 |
| Montecito Bank & Trust | History | Reduced | 7,937 | 798 | 0.13% | 0.12% | 393 | -25 | -0.31% | Q1 2026 | Apr 16, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 7,926 | 797 | 0.01% | 0.01% | 394 | -84 | -1.05% | Q1 2026 | May 04, 2026 |
| DAVIDSON TRUST CO | History | Added to | 7,913 | 796 | 0.34% | 0.3% | 395 | +359 | 4.75% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 7,894 | 794 | 0.01% | 0.01% | 396 | -1,417 | -15.22% | Q1 2026 | May 06, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 7,866 | 791 | 0.08% | 0.07% | 397 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Reduced | 7,858 | 790 | 0.0% | 0.0% | 398 | -7,797 | -49.81% | Q1 2026 | May 13, 2026 |
| DSG Capital Advisors, LLC | History | No change | 7,852 | 790 | 0.13% | 0.12% | 399 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Glenview Trust Co | History | No change | 7,780 | 782 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 7,726 | 777 | 0.01% | 0.01% | 401 | +73 | 0.95% | Q1 2026 | Apr 17, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 7,689 | 773 | 0.06% | 0.06% | 402 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 7,640 | 768 | 0.1% | 0.1% | 403 | +44 | 0.58% | Q1 2026 | Apr 09, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,584 | 763 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Allen Investment Management, LLC | History | No change | 7,556 | 760 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Texas Bank & Trust Co | History | Added to | 7,544 | 759 | 0.29% | 0.25% | 406 | +575 | 8.25% | Q1 2026 | Apr 30, 2026 |
| River Street Advisors LLC | History | Added to | 7,457 | 750 | 0.25% | 0.26% | 407 | +367 | 5.18% | Q1 2026 | Apr 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 7,454 | 749 | 0.0% | 0.0% | 408 | -878 | -10.54% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 7,421 | 746 | 0.04% | 0.03% | 409 | +90 | 1.23% | Q1 2026 | May 05, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 7,403 | 744 | 0.01% | 0.01% | 410 | -59 | -0.79% | Q1 2026 | May 14, 2026 |
| ProVise Management Group, LLC | History | No change | 7,321 | 736 | 0.05% | 0.05% | 411 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 7,380 | 732 | 0.37% | — | 412 | +7,380 | New | Q1 2026 | May 15, 2026 |
| Tannin Capital LLC | History | Reduced | 7,220 | 726 | 0.53% | 0.84% | 414 | -2,469 | -25.48% | Q1 2026 | May 12, 2026 |
| AWM CAPITAL, LLC | History | No change | 7,224 | 726 | 0.07% | 0.06% | 413 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Daner Wealth Management, LLC | History | Added to | 6,461 | 723 | 0.42% | 0.41% | 415 | +89 | 1.4% | Q1 2026 | May 13, 2026 |
| Hickory Point Bank & Trust | History | No change | 7,181 | 722 | 0.48% | 0.5% | 416 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 7,165 | 720 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,148 | 719 | 0.03% | 0.03% | 418 | -351 | -4.68% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 7,106 | 715 | 0.05% | 0.05% | 419 | -184 | -2.52% | Q1 2026 | Apr 08, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 7,077 | 712 | 0.17% | 0.17% | 420 | -583 | -7.61% | Q1 2026 | Apr 17, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 7,056 | 709 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Montis Financial, LLC | History | Added to | 7,024 | 706 | 0.15% | 0.1% | 422 | +1,778 | 33.89% | Q1 2026 | May 11, 2026 |
| Corundum Group, Inc. | History | Reduced | 7,000 | 704 | 0.24% | 0.23% | 423 | -200 | -2.78% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,934 | 697 | 0.01% | 0.01% | 424 | +2,465 | 55.16% | Q1 2026 | Apr 20, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 6,910 | 695 | 0.18% | 0.18% | 425 | -34 | -0.49% | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | Reduced | 6,907 | 694 | 0.01% | 0.01% | 426 | -947 | -12.06% | Q1 2026 | May 12, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 6,899 | 694 | 0.28% | 0.28% | 427 | -326 | -4.51% | Q1 2026 | Apr 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 6,892 | 693 | 0.34% | 0.32% | 428 | +130 | 1.92% | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | Reduced | 6,887 | 692 | 0.03% | 0.03% | 429 | -501 | -6.78% | Q1 2026 | May 05, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 6,884 | 692 | 0.18% | 0.17% | 430 | -293 | -4.08% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 6,711 | 685 | 0.01% | 0.02% | 431 | -453 | -6.32% | Q1 2026 | Apr 28, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 6,808 | 685 | 0.5% | 0.51% | 432 | -400 | -5.55% | Q1 2026 | May 08, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 6,787 | 682 | 0.03% | 0.03% | 433 | -3 | -0.04% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 6,745 | 678 | 0.0% | 0.0% | 434 | +1,685 | 33.3% | Q1 2026 | May 13, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 6,703 | 674 | 0.01% | 0.01% | 435 | +124 | 1.88% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 6,655 | 669 | 0.01% | 0.01% | 436 | +303 | 4.77% | Q1 2026 | Apr 13, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 6,644 | 668 | 0.0% | 0.0% | 437 | -2,605 | -28.17% | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 6,631 | 667 | 0.05% | 0.04% | 438 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 6,625 | 666 | 0.09% | 0.08% | 440 | +216 | 3.37% | Q1 2026 | May 15, 2026 |
| Bonfire Financial | History | Added to | 6,619 | 666 | 0.5% | 0.48% | 439 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 6,608 | 664 | 0.06% | 0.06% | 441 | -98 | -1.46% | Q1 2026 | Apr 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 6,596 | 663 | 0.0% | 0.0% | 442 | -120 | -1.79% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,551 | 659 | 0.01% | 0.01% | 443 | -19 | -0.29% | Q1 2026 | Apr 07, 2026 |
| FineMark National Bank & Trust | History | No change | 6,795 | 658 | 0.02% | 0.02% | 444 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 6,449 | 648 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 6,442 | 648 | 0.14% | 0.14% | 446 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WASHINGTON TRUST BANK | History | No change | 6,371 | 641 | 0.05% | 0.04% | 447 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,365 | 640 | 0.02% | 0.02% | 450 | -310 | -4.64% | Q1 2026 | May 14, 2026 |
| Legacy Private Trust Co. | History | Reduced | 6,370 | 640 | 0.04% | 0.04% | 448 | -4 | -0.06% | Q1 2026 | Apr 07, 2026 |
| Keel Point, LLC | History | Added to | 6,366 | 640 | 0.04% | 0.04% | 449 | +1 | 0.02% | Q1 2026 | May 29, 2026 |
| MSH Capital Advisors LLC | History | No change | 6,340 | 637 | 0.13% | 0.13% | 451 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 6,300 | 633 | 0.32% | 0.3% | 452 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LexAurum Advisors, LLC | History | New | 6,258 | 629 | 0.08% | — | 455 | +6,258 | New | Q1 2026 | Apr 13, 2026 |
| Palisade Asset Management, LLC | History | No change | 6,257 | 629 | 0.06% | 0.06% | 453 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 6,254 | 629 | 0.02% | 0.03% | 454 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 6,207 | 624 | 0.04% | — | 456 | +6,207 | New | Q1 2026 | Apr 09, 2026 |
| August Group Capital Ltd | History | Added to | 6,172 | 621 | 0.72% | 0.66% | 457 | +6 | 0.1% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | Reduced | 6,162 | 620 | 0.12% | 0.21% | 459 | -4,025 | -39.51% | Q1 2026 | Apr 09, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 6,162 | 620 | 0.38% | 0.38% | 458 | -447 | -6.76% | Q1 2026 | May 12, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 6,133 | 617 | 0.26% | 0.23% | 461 | -46 | -0.74% | Q1 2026 | Apr 29, 2026 |
| Waldron Private Wealth LLC | History | No change | 6,134 | 617 | 0.02% | 0.02% | 460 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 6,103 | 614 | 0.01% | 0.01% | 462 | +30 | 0.49% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | No change | 6,046 | 608 | 0.04% | 0.04% | 463 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,037 | 607 | 0.04% | 0.04% | 464 | -403 | -6.26% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 6,002 | 603 | 0.17% | 0.17% | 465 | +2 | 0.03% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 5,979 | 601 | 0.11% | 0.11% | 466 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 5,904 | 594 | 0.06% | 0.05% | 467 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IFG Advisors, LLC | History | No change | 5,883 | 591 | 0.1% | 0.09% | 468 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 5,702 | 573 | 0.17% | 0.17% | 469 | -55 | -0.96% | Q1 2026 | Apr 20, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 5,670 | 570 | 0.3% | 0.29% | 470 | -164 | -2.81% | Q1 2026 | May 11, 2026 |
| Sunpointe, LLC | History | No change | 5,613 | 564 | 0.18% | 0.18% | 471 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 5,560 | 559 | 0.45% | 0.45% | 472 | -300 | -5.12% | Q1 2026 | Apr 16, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,550 | 558 | 0.05% | 0.03% | 473 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geometric Wealth Advisors | History | No change | 5,537 | 557 | 0.07% | 0.07% | 474 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vann Equity Management LLC | History | New | 5,519 | 555 | 0.4% | — | 476 | +5,519 | New | Q1 2026 | May 08, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 5,520 | 555 | 0.11% | 0.12% | 475 | -120 | -2.13% | Q1 2026 | May 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 5,500 | 553 | 0.03% | 0.03% | 477 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 5,481 | 551 | 0.0% | 0.0% | 478 | -992 | -15.33% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 5,457 | 549 | 0.01% | 0.01% | 479 | +164 | 3.1% | Q1 2026 | Apr 10, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 5,411 | 544 | 0.2% | 0.24% | 480 | -1,060 | -16.38% | Q1 2026 | Apr 17, 2026 |
| CRA Financial Services, LLC | History | Reduced | 5,404 | 543 | 0.07% | 0.07% | 482 | -10 | -0.18% | Q1 2026 | Apr 09, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 5,406 | 543 | 0.26% | 0.26% | 481 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 21 West Wealth Management LLC | History | No change | 5,404 | 543 | 0.5% | 0.48% | 483 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 5,380 | 541 | 0.09% | 0.07% | 485 | +1,045 | 24.11% | Q1 2026 | Apr 21, 2026 |
| 626 Financial, LLC | History | No change | 5,380 | 541 | 0.24% | 0.22% | 484 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 5,370 | 540 | 0.01% | 0.01% | 487 | +3 | 0.06% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,370 | 540 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 5,327 | 536 | 0.37% | 0.3% | 488 | +444 | 9.09% | Q1 2026 | May 07, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 5,083 | 535 | 0.01% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 5,304 | 533 | 0.03% | 0.03% | 490 | -10 | -0.19% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 5,300 | 533 | 0.01% | 0.01% | 491 | -10 | -0.19% | Q1 2026 | Apr 17, 2026 |
| Navigate Wealth Management, LLC | History | New | 4,758 | 521 | 0.37% | — | 492 | +4,758 | New | Q1 2026 | Apr 27, 2026 |
| SEI INVESTMENTS CO | History | Added to | 5,167 | 519 | 0.0% | 0.0% | 493 | +358 | 7.44% | Q1 2026 | May 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 5,118 | 515 | 0.07% | 0.08% | 495 | -365 | -6.66% | Q1 2026 | Apr 20, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 5,120 | 515 | 0.03% | 0.03% | 494 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 5,107 | 513 | 0.05% | 0.05% | 497 | +56 | 1.11% | Q1 2026 | Apr 30, 2026 |
| KLCM Advisors, Inc. | History | No change | 5,104 | 513 | 0.04% | 0.04% | 496 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dentgroup LLC | History | No change | 5,294 | 512 | 0.35% | 0.35% | 498 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| United Community Bank | History | Reduced | 5,046 | 507 | 0.17% | 0.27% | 499 | -2,356 | -31.83% | Q1 2026 | Apr 24, 2026 |
| Hershey Financial Advisers, LLC | History | New | 5,029 | 506 | 0.44% | — | 500 | +5,029 | New | Q1 2026 | May 06, 2026 |
| Renasant Bank | History | Reduced | 5,000 | 503 | 0.36% | 0.55% | 501 | -3,393 | -40.43% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,991 | 502 | 0.02% | 0.02% | 502 | +476 | 10.54% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 4,978 | 501 | 0.01% | 0.01% | 503 | -1,348 | -21.31% | Q1 2026 | May 11, 2026 |
| Haverford Trust Co | History | No change | 4,976 | 500 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | New | 4,905 | 493 | 0.0% | — | 507 | +4,905 | New | Q1 2026 | May 11, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 4,903 | 493 | 0.13% | 0.12% | 505 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 4,901 | 493 | 0.31% | 0.28% | 506 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IBEX WEALTH ADVISORS | History | New | 4,898 | 492 | 0.05% | — | 508 | +4,898 | New | Q1 2026 | Apr 30, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 4,838 | 486 | 0.39% | 0.37% | 509 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 4,827 | 485 | 0.01% | 0.01% | 510 | +1 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Destination Wealth Management | History | New | 4,819 | 484 | 0.01% | — | 512 | +4,819 | New | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | No change | 4,811 | 484 | 0.03% | 0.03% | 511 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 4,738 | 476 | 0.05% | 0.05% | 515 | -470 | -9.02% | Q1 2026 | Apr 28, 2026 |
| Rothschild Wealth LLC | History | Added to | 4,740 | 476 | 0.04% | 0.04% | 513 | +288 | 6.47% | Q1 2026 | May 06, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 4,734 | 476 | 0.16% | 0.16% | 514 | -39 | -0.82% | Q1 2026 | Apr 29, 2026 |
| WESBANCO BANK INC | History | Added to | 4,725 | 475 | 0.01% | 0.01% | 516 | +490 | 11.57% | Q1 2026 | Apr 21, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 4,721 | 475 | 0.07% | 0.06% | 517 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Biltmore Family Office, LLC | History | No change | 4,674 | 470 | 0.07% | 0.06% | 518 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 4,656 | 468 | 0.41% | 0.52% | 519 | -3,155 | -40.39% | Q1 2026 | May 04, 2026 |
| Friday Financial | History | No change | 4,638 | 466 | 0.16% | 0.16% | 520 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| EFG International AG | History | No change | 4,640 | 466 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,522 | 455 | 0.02% | 0.02% | 523 | -317 | -6.55% | Q1 2026 | Apr 28, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 4,524 | 455 | 0.03% | 0.03% | 522 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,519 | 454 | 0.01% | 0.01% | 524 | +710 | 18.64% | Q1 2026 | May 04, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 4,486 | 451 | 0.25% | 0.24% | 525 | -147 | -3.17% | Q1 2026 | Apr 21, 2026 |
| KPP Advisory Services LLC | History | No change | 4,464 | 449 | 0.07% | 0.06% | 526 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crewe Advisors LLC | History | No change | 4,458 | 448 | 0.04% | 0.04% | 527 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 4,448 | 447 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 4,445 | 447 | 0.06% | 0.06% | 529 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 4,426 | 445 | 0.02% | 0.02% | 530 | +2,214 | 100.09% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 4,410 | 443 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,373 | 440 | 0.02% | 0.02% | 532 | -666 | -13.22% | Q1 2026 | May 14, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 4,357 | 438 | 0.09% | 0.1% | 533 | -804 | -15.58% | Q1 2026 | Apr 23, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 4,353 | 437 | 0.08% | — | 534 | +4,353 | New | Q1 2026 | Apr 29, 2026 |
| BAILARD, INC. | History | Added to | 4,326 | 435 | 0.01% | 0.01% | 535 | +1,323 | 44.06% | Q1 2026 | May 11, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 4,324 | 435 | 0.37% | 0.34% | 536 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 4,306 | 433 | 0.1% | 1.32% | 537 | -54,591 | -92.69% | Q1 2026 | Apr 29, 2026 |
| Parcion Private Wealth LLC | History | No change | 4,229 | 425 | 0.03% | 0.02% | 538 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 4,188 | 421 | 0.01% | 0.01% | 540 | +503 | 13.65% | Q1 2026 | Jun 22, 2026 |
| NCM Capital Management, LLC | History | Added to | 4,186 | 421 | 0.15% | 0.15% | 539 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 4,161 | 418 | 0.03% | 0.02% | 541 | +681 | 19.57% | Q1 2026 | May 12, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 4,154 | 417 | 0.09% | 0.08% | 542 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,134 | 416 | 0.02% | 0.02% | 544 | +66 | 1.62% | Q1 2026 | May 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,138 | 416 | 0.02% | 0.02% | 543 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 4,117 | 414 | 0.03% | 0.05% | 545 | -2,800 | -40.48% | Q1 2026 | Apr 10, 2026 |
| Brookstone Capital Management | History | Added to | 4,101 | 412 | 0.0% | 0.0% | 547 | +377 | 10.12% | Q1 2026 | Apr 16, 2026 |
| Carnegie Investment Counsel | History | No change | 4,096 | 412 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 4,086 | 411 | 0.1% | 0.09% | 548 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 4,067 | 409 | 0.13% | 0.12% | 549 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Community Bank, N.A. | History | No change | 4,045 | 407 | 0.05% | 0.05% | 550 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,042 | 406 | 0.0% | 0.0% | 551 | -200 | -4.71% | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | No change | 3,991 | 401 | 0.03% | 0.03% | 552 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 3,941 | 400 | 0.0% | 0.0% | 555 | -4,949 | -55.67% | Q1 2026 | May 05, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 3,980 | 400 | 0.09% | 0.1% | 553 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 3,978 | 400 | 0.02% | 0.02% | 554 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 3,622 | 399 | 0.16% | 0.16% | 557 | -291 | -7.44% | Q1 2026 | Apr 27, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,974 | 399 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 3,961 | 398 | 0.08% | 0.07% | 558 | +149 | 3.91% | Q1 2026 | Jun 01, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 3,964 | 398 | 0.26% | 0.26% | 559 | +4 | 0.1% | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | New | 3,900 | 396 | 0.0% | — | 562 | +3,900 | New | Q1 2026 | May 12, 2026 |
| American Wealth Advisors, LLC | History | Added to | 3,938 | 396 | 0.41% | 0.37% | 561 | +4 | 0.1% | Q1 2026 | Apr 29, 2026 |
| MKT Advisors LLC | History | No change | 3,874 | 396 | 0.13% | 0.13% | 560 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 3,933 | 395 | 0.1% | 0.13% | 563 | -638 | -13.96% | Q1 2026 | Apr 28, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 3,916 | 394 | 0.03% | 0.03% | 564 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HCR Wealth Advisors | History | No change | 3,913 | 393 | 0.04% | 0.04% | 565 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KINTRA WEALTH, LLC | History | New | 3,903 | 392 | 0.03% | — | 568 | +3,903 | New | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 3,896 | 392 | 0.01% | 0.0% | 567 | +600 | 18.2% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | No change | 3,900 | 392 | 0.03% | 0.02% | 566 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 3,886 | 390 | 0.28% | 0.28% | 569 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,845 | 386 | 0.02% | — | 571 | +3,845 | New | Q1 2026 | May 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 3,844 | 386 | 0.09% | 0.05% | 570 | +1,686 | 78.13% | Q1 2026 | Apr 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,829 | 385 | 0.05% | 0.04% | 572 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 3,813 | 383 | 0.02% | 0.02% | 573 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Independence Bank of Kentucky | History | No change | 3,760 | 378 | 0.05% | 0.05% | 574 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 3,757 | 377 | 0.02% | 0.02% | 575 | -37 | -0.98% | Q1 2026 | May 11, 2026 |
| DOVER ADVISORS, LLC | History | No change | 3,751 | 377 | 0.16% | 0.14% | 576 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gerald Baker Financial Group LLC | History | New | 3,738 | 376 | 0.12% | — | 577 | +3,738 | New | Q1 2026 | May 06, 2026 |
| Bay Capital Advisors, LLC | History | No change | 3,722 | 374 | 0.23% | 0.22% | 578 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,698 | 372 | 0.0% | 0.0% | 579 | +124 | 3.47% | Q1 2026 | May 08, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 3,688 | 371 | 0.07% | 0.1% | 581 | -62 | -1.65% | Q1 2026 | May 01, 2026 |
| Johnson Financial Group, LLC | History | No change | 3,695 | 371 | 0.02% | 0.02% | 580 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Navigation Group, LLC | History | New | 3,660 | 368 | 0.09% | — | 583 | +3,660 | New | Q1 2026 | May 05, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 3,665 | 368 | 0.17% | 0.16% | 582 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Veracity Capital LLC | History | Reduced | 3,652 | 367 | 0.13% | 0.19% | 585 | -2,872 | -44.02% | Q1 2026 | Apr 09, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 3,651 | 367 | 0.06% | 0.06% | 584 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 3,639 | 366 | 0.14% | 0.14% | 586 | +3 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Glassman Wealth Services | History | No change | 3,636 | 365 | 0.05% | 0.05% | 587 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Delta Investment Management, LLC | History | Reduced | 3,602 | 362 | 0.06% | 0.06% | 589 | -36 | -0.99% | Q1 2026 | May 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 3,600 | 362 | 0.05% | 0.05% | 588 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 3,600 | 362 | 0.07% | 0.05% | 590 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Breachway Investments LLC | History | Reduced | 3,538 | 359 | 0.34% | 0.37% | 591 | -120 | -3.28% | Q1 2026 | Apr 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 3,562 | 358 | 0.13% | 0.11% | 592 | +451 | 14.5% | Q1 2026 | Apr 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 3,557 | 357 | 0.05% | 0.05% | 594 | +256 | 7.76% | Q1 2026 | Apr 30, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,550 | 357 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bensler, LLC | History | Added to | 3,534 | 355 | 0.04% | 0.03% | 595 | +30 | 0.86% | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 3,522 | 354 | 0.02% | 0.02% | 596 | +22 | 0.63% | Q1 2026 | Jun 09, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 3,512 | 353 | 0.19% | 0.2% | 597 | -400 | -10.22% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 3,504 | 352 | 0.03% | 0.02% | 598 | +51 | 1.48% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,482 | 350 | 0.0% | 0.0% | 599 | -577 | -14.22% | Q1 2026 | Apr 30, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 3,435 | 345 | 0.1% | 0.1% | 600 | +1 | 0.03% | Q1 2026 | May 05, 2026 |
| Wick Capital Partners, LLC | History | Added to | 3,425 | 344 | 0.06% | 0.06% | 601 | +42 | 1.24% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,409 | 343 | 0.01% | 0.01% | 603 | +675 | 24.69% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,411 | 343 | 0.0% | 0.0% | 602 | -40 | -1.16% | Q1 2026 | Apr 15, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 3,406 | 342 | 0.09% | 0.09% | 604 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 3,402 | 342 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,405 | 342 | 0.04% | 0.04% | 606 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| One Capital Management, LLC | History | Reduced | 3,395 | 341 | 0.01% | 0.01% | 607 | -452 | -11.75% | Q1 2026 | May 12, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,390 | 341 | 0.17% | 0.16% | 608 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| American Trust | History | Added to | 3,382 | 340 | 0.03% | 0.03% | 610 | +45 | 1.35% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | No change | 3,385 | 340 | 0.01% | 0.01% | 609 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MLP3, LLC | History | Added to | 3,349 | 336 | 0.37% | 0.35% | 611 | +1 | 0.03% | Q1 2026 | Apr 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 2,956 | 333 | 0.01% | 0.01% | 614 | -2,127 | -41.85% | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 3,319 | 333 | 0.0% | 0.0% | 612 | -568 | -14.61% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Added to | 3,319 | 333 | 0.0% | 0.0% | 613 | +118 | 3.69% | Q1 2026 | May 11, 2026 |
| Cove Private Wealth, LLC | History | Added to | 3,310 | 333 | 0.08% | 0.09% | 615 | +20 | 0.61% | Q1 2026 | May 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 3,284 | 330 | 0.1% | 0.1% | 616 | -7 | -0.21% | Q1 2026 | Apr 30, 2026 |
| Old Peak Finance LLC | History | No change | 3,280 | 330 | 0.19% | 0.2% | 617 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 3,274 | 329 | 0.04% | 0.03% | 618 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| Probity Advisors, Inc. | History | No change | 3,260 | 328 | 0.05% | 0.05% | 619 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clayton Financial Group LLC | History | Added to | 3,247 | 326 | 0.17% | 0.16% | 620 | +1 | 0.03% | Q1 2026 | Apr 13, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,248 | 326 | 0.05% | 0.05% | 621 | +1 | 0.03% | Q1 2026 | Apr 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 3,236 | 325 | 0.03% | 0.03% | 622 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,208 | 323 | 0.01% | 0.01% | 623 | -227 | -6.61% | Q1 2026 | Apr 21, 2026 |
| Composition Wealth, LLC | History | Added to | 3,219 | 323 | 0.0% | 0.0% | 624 | +1 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Added to | 3,205 | 322 | 0.05% | 0.05% | 625 | +6 | 0.19% | Q1 2026 | Apr 16, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 3,200 | 321 | 0.15% | 0.15% | 626 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 3,182 | 320 | 0.01% | 0.01% | 627 | +182 | 6.07% | Q1 2026 | Apr 30, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 3,015 | 318 | 0.09% | 0.06% | 628 | +862 | 40.04% | Q1 2026 | Apr 30, 2026 |
| FARMERS TRUST CO | History | No change | 3,168 | 318 | 0.05% | 0.05% | 629 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 3,151 | 317 | 0.02% | 0.02% | 630 | +1 | 0.03% | Q1 2026 | Apr 29, 2026 |
| Elm Partners Management LLC | History | Added to | 3,219 | 312 | 0.01% | 0.01% | 631 | +4 | 0.12% | Q1 2026 | May 13, 2026 |
| High Falls Advisors, Inc | History | No change | 3,200 | 310 | 0.06% | 0.06% | 632 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 3,050 | 306 | 0.12% | 0.11% | 633 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 3,035 | 305 | 0.01% | 0.07% | 634 | -30,801 | -91.03% | Q1 2026 | Apr 15, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,031 | 304 | 0.03% | 0.02% | 635 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 3,021 | 303 | 0.02% | 0.02% | 636 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BDFS Capital LLC | History | Reduced | 2,996 | 301 | 0.14% | 0.15% | 638 | -13 | -0.43% | Q1 2026 | Apr 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,993 | 301 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 2,985 | 300 | 0.28% | 0.3% | 639 | -295 | -8.99% | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | New | 2,785 | 299 | 0.01% | — | 640 | +2,785 | New | Q1 2026 | Apr 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 2,968 | 298 | 0.04% | 0.04% | 641 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 2,955 | 297 | 0.02% | 0.02% | 642 | -1,845 | -38.44% | Q1 2026 | Apr 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 2,958 | 297 | 0.01% | 0.01% | 644 | -171 | -5.47% | Q1 2026 | Apr 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 2,956 | 297 | 0.03% | 0.03% | 643 | +57 | 1.97% | Q1 2026 | May 13, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,950 | 296 | 0.08% | 0.08% | 645 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 2,922 | 294 | 0.01% | 0.01% | 646 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Creekside Partners | History | No change | 2,931 | 294 | 0.12% | 0.12% | 647 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 2,918 | 293 | 0.02% | 0.02% | 649 | -118 | -3.89% | Q1 2026 | May 13, 2026 |
| Thomasville National Bank | History | No change | 3,033 | 293 | 0.02% | 0.02% | 648 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 2,900 | 292 | 0.01% | 0.01% | 650 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 2,908 | 292 | 0.02% | 0.02% | 651 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 2,902 | 292 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 2,911 | 292 | 0.05% | 0.05% | 653 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Benchmark Financial, LLC | History | Added to | 2,902 | 291 | 0.26% | 0.27% | 654 | +150 | 5.45% | Q1 2026 | Apr 21, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 2,875 | 289 | 0.02% | 0.02% | 655 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,844 | 286 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 2,835 | 285 | 0.02% | 0.02% | 657 | -19 | -0.67% | Q1 2026 | Apr 24, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,804 | 282 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BIP Wealth, LLC | History | Added to | 2,801 | 281 | 0.01% | 0.01% | 660 | +334 | 13.54% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT INVESTORS INC | History | No change | 2,800 | 281 | 0.06% | 0.05% | 659 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VeraBank, N.A. | History | No change | 2,798 | 281 | 0.05% | 0.05% | 661 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MOTCO | History | Reduced | 2,789 | 280 | 0.03% | 0.03% | 662 | -97 | -3.36% | Q1 2026 | Apr 22, 2026 |
| Westmount Partners, LLC | History | No change | 2,776 | 279 | 0.07% | 0.07% | 663 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 2,772 | 278 | 0.06% | 0.05% | 664 | -11 | -0.4% | Q1 2026 | Apr 22, 2026 |
| Farmers National Bank | History | No change | 2,766 | 278 | 0.06% | 0.06% | 665 | 0 | 0.0% | Q1 2026 | Jun 08, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 2,770 | 278 | 0.13% | 0.12% | 666 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | No change | 2,758 | 278 | 0.07% | 0.06% | 667 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Horizon Wealth Management, LLC | History | No change | 2,755 | 277 | 0.04% | 0.04% | 668 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CNB Bank | History | No change | 2,737 | 275 | 0.12% | 0.11% | 669 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 2,727 | 274 | 0.15% | 0.15% | 672 | +3 | 0.11% | Q1 2026 | Apr 24, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 2,728 | 274 | 0.04% | 0.04% | 670 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| First City Capital Management, Inc. | History | No change | 2,732 | 274 | 0.15% | 0.14% | 671 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fortis Capital Advisors, LLC | History | New | 2,713 | 272 | 0.04% | — | 674 | +2,713 | New | Q1 2026 | Apr 28, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 2,713 | 272 | 0.12% | 0.12% | 673 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,700 | 271 | 0.06% | 0.06% | 675 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | New | 2,690 | 270 | 0.0% | — | 677 | +2,690 | New | Q1 2026 | May 01, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 2,688 | 270 | 0.04% | 0.01% | 676 | +2,400 | 833.33% | Q1 2026 | May 06, 2026 |
| Accredited Investors Inc. | History | Reduced | 2,676 | 269 | 0.01% | 0.02% | 678 | -793 | -22.86% | Q1 2026 | Apr 30, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 2,670 | 268 | 0.1% | 0.03% | 679 | +1,840 | 221.69% | Q1 2026 | May 06, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 2,662 | 267 | 0.05% | 0.05% | 680 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SMITH, MOORE & CO. | History | Added to | 2,629 | 264 | 0.02% | 0.02% | 681 | +205 | 8.46% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Added to | 2,596 | 261 | 0.01% | 0.01% | 683 | +81 | 3.22% | Q1 2026 | Apr 30, 2026 |
| Dakota Wealth Management | History | No change | 2,595 | 261 | 0.01% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 2,581 | 259 | 0.07% | 0.07% | 685 | +77 | 3.08% | Q1 2026 | Apr 16, 2026 |
| SB Capital Management Inc | History | No change | 2,677 | 259 | 0.09% | 0.09% | 684 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 2,562 | 257 | 0.0% | 0.0% | 686 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 2,560 | 257 | 0.16% | 0.14% | 687 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 2,560 | 257 | 0.09% | 0.08% | 688 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Trivium Point Advisory, LLC | History | No change | 2,545 | 256 | 0.05% | 0.02% | 689 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MONEYWISE, INC. | History | Added to | 2,537 | 255 | 0.11% | 0.1% | 690 | +2 | 0.08% | Q1 2026 | Apr 27, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 2,540 | 255 | 0.04% | 0.04% | 691 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Insight Inv LLC | History | Reduced | 2,509 | 252 | 0.14% | 0.16% | 692 | -505 | -16.76% | Q1 2026 | Apr 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 2,501 | 251 | 0.02% | 0.04% | 693 | -2,357 | -48.52% | Q1 2026 | Apr 09, 2026 |
| Elyxium Wealth, LLC | History | No change | 2,480 | 249 | 0.08% | 0.07% | 694 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | No change | 2,466 | 248 | 0.01% | 0.01% | 695 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 2,448 | 246 | 0.02% | 0.02% | 696 | +3 | 0.12% | Q1 2026 | Apr 30, 2026 |
| Park Capital Management, LLC / WI | History | No change | 2,451 | 246 | 0.24% | 0.17% | 697 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Stanich Group LLC | History | No change | 2,435 | 244 | 0.19% | 0.18% | 698 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 2,416 | 243 | 0.02% | 0.02% | 699 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | Added to | 2,415 | 242 | 0.02% | 0.01% | 700 | +333 | 15.99% | Q1 2026 | May 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 2,400 | 241 | 0.0% | — | 702 | +2,400 | New | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | No change | 2,400 | 241 | 0.02% | 0.02% | 701 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 2,376 | 239 | 0.05% | 0.05% | 703 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,376 | 239 | 0.02% | 0.01% | 704 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GLR Partners, LLC | History | New | 2,370 | 238 | 0.13% | — | 705 | +2,370 | New | Q1 2026 | May 13, 2026 |
| Financial Life Planners | History | Added to | 2,356 | 237 | 0.18% | 0.16% | 708 | +2 | 0.08% | Q1 2026 | Apr 24, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,360 | 237 | 0.02% | 0.02% | 706 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Intergy Private Wealth, LLC | History | No change | 2,356 | 237 | 0.07% | 0.07% | 707 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| New Insight Wealth Advisors | History | Reduced | 2,355 | 236 | 0.08% | 0.08% | 710 | -25 | -1.05% | Q1 2026 | May 07, 2026 |
| Radnor Capital Management, LLC | History | No change | 2,352 | 236 | 0.03% | 0.03% | 709 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 2,343 | 235 | 0.04% | 0.05% | 713 | -85 | -3.5% | Q1 2026 | Apr 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,340 | 235 | 0.01% | 0.01% | 711 | 0 | 0.0% | Q1 2026 | Jun 08, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | No change | 2,345 | 235 | 0.09% | 0.09% | 712 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Added to | 2,335 | 234 | 0.0% | 0.0% | 714 | +794 | 51.52% | Q1 2026 | May 06, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 2,328 | 234 | 0.1% | 0.1% | 715 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 2,320 | 233 | 0.04% | 0.04% | 716 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 2,320 | 233 | 0.02% | 0.02% | 717 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 2,300 | 231 | 0.01% | 0.01% | 718 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 2,293 | 230 | 0.03% | 0.03% | 721 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| FIRST INTERSTATE BANK | History | No change | 2,288 | 230 | 0.01% | 0.01% | 719 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LaFleur & Godfrey LLC | History | No change | 2,287 | 230 | 0.03% | 0.03% | 720 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Financial Group LLC | History | No change | 2,293 | 230 | 0.03% | 0.03% | 722 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,285 | 229 | 0.13% | 0.12% | 723 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nilsine Partners, LLC | History | No change | 2,102 | 229 | 0.02% | 0.02% | 724 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 2,272 | 228 | 0.0% | 0.0% | 725 | +20 | 0.89% | Q1 2026 | May 13, 2026 |
| Stelac Advisory Services LLC | History | New | 2,250 | 226 | 0.05% | — | 727 | +2,250 | New | Q1 2026 | May 08, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 2,247 | 226 | 0.05% | 0.05% | 726 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 2,244 | 225 | 0.11% | 0.12% | 728 | -400 | -15.13% | Q1 2026 | May 11, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 2,240 | 225 | 0.14% | 0.14% | 729 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 2,240 | 225 | 0.11% | 0.1% | 730 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 2,236 | 224 | 0.0% | — | 732 | +2,236 | New | Q1 2026 | May 11, 2026 |
| North Capital, Inc. | History | No change | 2,228 | 224 | 0.19% | 0.19% | 731 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 2,216 | 222 | 0.08% | 0.08% | 733 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,199 | 221 | 0.0% | 0.0% | 734 | -158 | -6.7% | Q1 2026 | Apr 20, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 2,190 | 220 | 0.05% | 0.08% | 735 | -1,929 | -46.83% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,196 | 220 | 0.0% | 0.0% | 736 | -130 | -5.59% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,180 | 219 | 0.01% | 0.01% | 738 | -397 | -15.41% | Q1 2026 | Apr 23, 2026 |
| Freedom Day Solutions, LLC | History | No change | 2,179 | 219 | 0.06% | 0.06% | 737 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,179 | 219 | 0.02% | 0.02% | 739 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 2,173 | 218 | 0.19% | 0.15% | 741 | +42 | 1.97% | Q1 2026 | Apr 24, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 2,170 | 218 | 0.04% | 0.03% | 740 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| W ADVISORS, LLC | History | No change | 2,170 | 218 | 0.11% | 0.11% | 742 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 2,172 | 218 | 0.1% | 0.1% | 743 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,163 | 217 | 0.02% | 0.02% | 744 | -1,166 | -35.03% | Q1 2026 | Apr 14, 2026 |
| Legacy Bridge, LLC | History | Added to | 2,162 | 217 | 0.08% | 0.08% | 745 | +115 | 5.62% | Q1 2026 | May 14, 2026 |
| WEST BANCORPORATION INC | History | No change | 2,140 | 215 | 0.11% | 0.11% | 746 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Curi Capital, LLC | History | New | 2,113 | 212 | 0.0% | — | 747 | +2,113 | New | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | New | 2,097 | 211 | 0.04% | — | 748 | +2,097 | New | Q1 2026 | Apr 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,093 | 210 | 0.0% | — | 752 | +2,093 | New | Q1 2026 | May 04, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 2,092 | 210 | 0.04% | 0.04% | 749 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 2,093 | 210 | 0.02% | 0.02% | 750 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plan A Wealth LLC | History | No change | 2,091 | 210 | 0.1% | 0.1% | 751 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | New | 2,079 | 209 | 0.0% | — | 754 | +2,079 | New | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,081 | 209 | 0.02% | 0.02% | 753 | -755 | -26.62% | Q1 2026 | Apr 20, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 2,076 | 208 | 0.07% | 0.08% | 756 | -112 | -5.12% | Q1 2026 | May 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 2,075 | 208 | 0.01% | 0.01% | 757 | +1 | 0.05% | Q1 2026 | May 13, 2026 |
| CWS Financial Advisors, LLC | History | No change | 2,071 | 208 | 0.05% | 0.05% | 755 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Azimuth Capital Investment Management LLC | History | New | 2,024 | 203 | 0.01% | — | 758 | +2,024 | New | Q1 2026 | May 12, 2026 |
| Lewis Asset Management, LLC | History | New | 2,021 | 203 | 0.08% | — | 759 | +2,021 | New | Q1 2026 | Apr 21, 2026 |
| NorthRock Partners, LLC | History | New | 1,989 | 200 | 0.0% | — | 761 | +1,989 | New | Q1 2026 | May 15, 2026 |
| Aufman Associates Inc | History | Reduced | 1,988 | 200 | 0.1% | 0.14% | 760 | -871 | -30.47% | Q1 2026 | May 15, 2026 |
| Security National Bank | History | No change | 1,951 | 196 | 0.03% | 0.03% | 762 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,916 | 192 | 0.14% | 0.13% | 763 | 0 | 0.0% | Q1 2026 | Aug 17, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,849 | 186 | 0.09% | 0.09% | 764 | -103 | -5.28% | Q1 2026 | Apr 02, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,842 | 185 | 0.02% | 0.02% | 765 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,819 | 183 | 0.0% | 0.0% | 766 | -75 | -3.96% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 1,804 | 181 | 0.02% | 0.02% | 767 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HM PAYSON & CO | History | No change | 1,712 | 172 | 0.0% | 0.0% | 768 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,595 | 160 | 0.13% | 0.14% | 769 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,575 | 158 | 0.0% | — | 770 | +1,575 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,564 | 157 | 0.05% | 0.04% | 771 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Perspectives, Inc | History | No change | 1,563 | 157 | 0.04% | 0.04% | 772 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | No change | 1,560 | 156 | 0.03% | 0.02% | 773 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,554 | 156 | 0.03% | 0.03% | 774 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,520 | 152 | 0.01% | 0.01% | 775 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 1,496 | 150 | 0.06% | 0.05% | 777 | +1 | 0.07% | Q1 2026 | May 08, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,500 | 150 | 0.03% | 0.03% | 776 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Grove Bank & Trust | History | No change | 1,472 | 148 | 0.02% | 0.02% | 778 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,450 | 145 | 0.0% | 0.01% | 779 | -345 | -19.22% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 1,439 | 144 | 0.05% | — | 782 | +1,439 | New | Q1 2026 | May 14, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 1,441 | 144 | 0.03% | 0.03% | 780 | -240 | -14.28% | Q1 2026 | May 05, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,440 | 144 | 0.05% | 0.04% | 781 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,408 | 141 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Titan Wealth (CI) Ltd | History | No change | 1,400 | 140 | 0.06% | 0.05% | 784 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | New | 1,386 | 139 | 0.01% | — | 786 | +1,386 | New | Q1 2026 | May 18, 2026 |
| Rice Partnership, LLC | History | No change | 1,389 | 139 | 0.02% | 0.02% | 785 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,372 | 138 | 0.01% | — | 787 | +1,372 | New | Q1 2026 | Apr 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,352 | 136 | 0.01% | 0.01% | 788 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,360 | 136 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | No change | 1,342 | 135 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| S.A. Mason LLC | History | No change | 1,336 | 134 | 0.05% | 0.05% | 791 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PFS Partners, LLC | History | No change | 1,332 | 134 | 0.06% | 0.06% | 792 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,322 | 133 | 0.01% | 0.01% | 793 | +288 | 27.85% | Q1 2026 | May 12, 2026 |
| Walsh & Associates, LLC | History | No change | 1,326 | 133 | 0.13% | 0.13% | 794 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horrell Capital Management, Inc. | History | No change | 1,220 | 122 | 0.06% | 0.05% | 795 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kentucky Trust Co | History | No change | 1,220 | 122 | 0.06% | 0.06% | 796 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,200 | 120 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,167 | 117 | 0.0% | — | 800 | +1,167 | New | Q1 2026 | Apr 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,168 | 117 | 0.01% | 0.01% | 798 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,170 | 117 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 1,138 | 114 | 0.09% | 0.08% | 801 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 1,126 | 113 | 0.06% | 0.06% | 802 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Main Street Group, LTD | History | New | 1,100 | 110 | 0.03% | — | 803 | +1,100 | New | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,085 | 109 | 0.03% | 0.02% | 804 | +80 | 7.96% | Q1 2026 | May 06, 2026 |
| Windsor Advisory Group, LLC | History | No change | 1,076 | 108 | 0.09% | 0.09% | 805 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 1,074 | 108 | 0.1% | 0.1% | 806 | 0 | 0.0% | Q1 2026 | Jun 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,071 | 107 | 0.04% | — | 808 | +1,071 | New | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,068 | 107 | 0.04% | 0.03% | 807 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,053 | 105 | 0.04% | 0.04% | 809 | +53 | 5.3% | Q1 2026 | Apr 15, 2026 |
| Evergreen Private Wealth LLC | History | New | 1,030 | 103 | 0.04% | — | 810 | +1,030 | New | Q1 2026 | Apr 28, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 991 | 99 | 0.12% | 1.13% | 811 | -21,723 | -95.64% | Q1 2026 | May 11, 2026 |
| Legend Capital Advisors LLC | History | New | 940 | 94 | 0.06% | — | 812 | +940 | New | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 914 | 91 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 910 | 91 | 0.0% | 0.0% | 814 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ESL Trust Services, LLC | History | No change | 898 | 90 | 0.02% | 0.02% | 815 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mill Capital Management, LLC | History | No change | 900 | 90 | 0.01% | 0.01% | 816 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rialto Wealth Management, LLC | History | No change | 880 | 88 | 0.02% | 0.02% | 817 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 872 | 87 | 0.02% | 0.0% | 818 | +760 | 678.57% | Q1 2026 | May 11, 2026 |
| Kings Path Partners LLC | History | No change | 840 | 84 | 0.03% | 0.03% | 819 | 0 | 0.0% | Q1 2026 | Aug 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 827 | 83 | 0.05% | 0.05% | 820 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 771 | 77 | 0.01% | 0.01% | 821 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 750 | 75 | 0.0% | 0.0% | 823 | +13 | 1.76% | Q1 2026 | Apr 24, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 752 | 75 | 0.02% | 0.02% | 822 | +1 | 0.13% | Q1 2026 | May 08, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 723 | 72 | 0.02% | 0.02% | 824 | +1 | 0.14% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | No change | 725 | 72 | 0.01% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | No change | 700 | 70 | 0.02% | 0.02% | 826 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Y.D. More Investments Ltd | History | No change | 680 | 68 | 0.0% | 0.0% | 827 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 667 | 67 | 0.06% | 0.1% | 829 | -1,464 | -68.7% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 674 | 67 | 0.0% | 0.0% | 828 | +235 | 53.53% | Q1 2026 | May 07, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 656 | 66 | 0.01% | 0.01% | 830 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 659 | 64 | 0.0% | 0.0% | 831 | -167 | -20.22% | Q1 2026 | May 15, 2026 |
| Longview Financial Advisors, Inc. | History | New | 632 | 63 | 0.04% | — | 832 | +632 | New | Q1 2026 | Apr 20, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 616 | 62 | 0.1% | — | 834 | +616 | New | Q1 2026 | May 04, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 620 | 62 | 0.02% | 0.01% | 833 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Milestone Investment Advisors LLC | History | No change | 608 | 61 | 0.01% | 0.01% | 835 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 600 | 60 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | No change | 578 | 58 | 0.0% | 0.0% | 837 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | No change | 571 | 57 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 564 | 56 | 0.02% | — | 844 | +564 | New | Q1 2026 | May 06, 2026 |
| RMG Wealth Management LLC | History | Added to | 504 | 56 | 0.01% | 0.0% | 842 | +457 | 972.34% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 565 | 56 | 0.0% | 0.0% | 840 | -161 | -22.18% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 513 | 56 | 0.01% | 0.01% | 841 | +1 | 0.2% | Q1 2026 | May 06, 2026 |
| STEPH & CO | History | No change | 560 | 56 | 0.02% | 0.02% | 839 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Global Wealth Strategies & Associates | History | No change | 562 | 56 | 0.01% | 0.01% | 843 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 520 | 52 | 0.0% | 0.0% | 845 | -416 | -44.44% | Q1 2026 | Apr 27, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 504 | 50 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fortis Group Advisors, LLC | History | No change | 500 | 50 | 0.01% | 0.01% | 847 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Colonial Trust Advisors | History | No change | 495 | 49 | 0.0% | 0.0% | 848 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 486 | 48 | 0.0% | — | 849 | +486 | New | Q1 2026 | Apr 29, 2026 |
| Frazier Financial Advisors, LLC | History | New | 481 | 48 | 0.03% | — | 850 | +481 | New | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | Reduced | 469 | 47 | 0.01% | 0.01% | 852 | -51 | -9.81% | Q1 2026 | May 07, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 472 | 47 | 0.02% | 0.02% | 851 | +1 | 0.21% | Q1 2026 | Apr 01, 2026 |
| Basepoint Wealth LLC | History | Reduced | 458 | 46 | 0.03% | 0.05% | 854 | -464 | -50.33% | Q1 2026 | May 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 464 | 46 | 0.03% | 0.03% | 853 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| High Note Wealth, LLC | History | No change | 452 | 45 | 0.01% | 0.01% | 855 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Armor Investment Advisors, LLC | History | No change | 440 | 44 | 0.02% | 0.02% | 856 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strengthening Families & Communities, LLC | History | New | 432 | 43 | 0.01% | — | 857 | +432 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Counsel, Inc | History | No change | 410 | 41 | 0.01% | 0.0% | 858 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 408 | 41 | 0.0% | 0.0% | 859 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hanson & Doremus Investment Management | History | No change | 396 | 40 | 0.0% | 0.0% | 860 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 379 | 38 | 0.0% | — | 863 | +379 | New | Q1 2026 | Apr 16, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 386 | 38 | 0.01% | 0.01% | 861 | +1 | 0.26% | Q1 2026 | Apr 10, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 380 | 38 | 0.03% | 0.02% | 862 | +1 | 0.26% | Q1 2026 | Apr 07, 2026 |
| SHP Wealth Management | History | Added to | 370 | 37 | 0.0% | 0.0% | 865 | +9 | 2.49% | Q1 2026 | May 08, 2026 |
| Palouse Capital Management, Inc. | History | No change | 368 | 37 | 0.02% | 0.02% | 864 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 335 | 36 | 0.01% | 0.01% | 868 | -12 | -3.46% | Q1 2026 | May 12, 2026 |
| ATWOOD & PALMER INC | History | No change | 365 | 36 | 0.0% | 0.0% | 866 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rossmore Private Capital | History | No change | 366 | 36 | 0.0% | 0.0% | 867 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Centennial Bank/AR/ | History | No change | 350 | 35 | 0.01% | 0.01% | 869 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | Reduced | 339 | 34 | 0.01% | 0.01% | 870 | -54 | -13.74% | Q1 2026 | Apr 10, 2026 |
| Align Financial, LLC | History | Reduced | 336 | 33 | 0.02% | 0.02% | 872 | -32,216 | -98.97% | Q1 2026 | May 08, 2026 |
| Planning Project LLC | History | No change | 343 | 33 | 0.01% | 0.01% | 871 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First PREMIER Bank | History | No change | 296 | 30 | 0.01% | 0.01% | 873 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 296 | 29 | 0.0% | — | 877 | +296 | New | Q1 2026 | May 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 293 | 29 | 0.0% | — | 876 | +293 | New | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | No change | 293 | 29 | 0.0% | 0.0% | 874 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sankala Group LLC | History | No change | 298 | 29 | 0.02% | 0.02% | 875 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 281 | 28 | 0.0% | — | 881 | +281 | New | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | No change | 281 | 28 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 288 | 28 | 0.0% | 0.0% | 879 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Citizens National Bank Trust Department | History | No change | 280 | 28 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 272 | 27 | 0.0% | 0.0% | 882 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 262 | 26 | 0.0% | 0.0% | 883 | +5 | 1.95% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 256 | 24 | 0.0% | 0.0% | 884 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Connections Group, Inc. | History | No change | 240 | 24 | 0.01% | 0.01% | 885 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 247 | 24 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 234 | 23 | 0.01% | 0.01% | 888 | +4 | 1.74% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | No change | 232 | 23 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BankPlus Trust Department | History | No change | 233 | 23 | 0.01% | 0.01% | 889 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 233 | 23 | 0.02% | 0.01% | 890 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 210 | 21 | 0.0% | 0.0% | 891 | +183 | 677.78% | Q1 2026 | May 01, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 200 | 20 | 0.03% | — | 895 | +200 | New | Q1 2026 | May 04, 2026 |
| Pacific Center for Financial Services | History | Reduced | 204 | 20 | 0.01% | 0.01% | 892 | -104 | -33.77% | Q1 2026 | May 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 204 | 20 | 0.01% | 0.01% | 893 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 1015 Capital Partners, LLC | History | No change | 200 | 20 | 0.02% | 0.02% | 894 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 184 | 18 | 0.0% | 0.0% | 896 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | New | 175 | 17 | 0.0% | — | 899 | +175 | New | Q1 2026 | Apr 28, 2026 |
| North Star Investment Management Corp. | History | No change | 174 | 17 | 0.0% | 0.0% | 897 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Imprint Wealth LLC | History | No change | 173 | 17 | 0.08% | 0.07% | 898 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aviso Financial Inc. | History | Reduced | 160 | 16 | 0.0% | 0.0% | 901 | -781 | -83.0% | Q1 2026 | May 13, 2026 |
| Piscataqua Savings Bank | History | No change | 160 | 16 | 0.01% | 0.01% | 900 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 160 | 16 | 0.01% | 0.01% | 902 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 158 | 15 | 0.0% | 0.0% | 903 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 159 | 15 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | No change | 159 | 15 | 0.0% | 0.0% | 905 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Beacon Financial Strategies CORP | History | No change | 156 | 15 | 0.01% | 0.01% | 906 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 147 | 14 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 145 | 14 | 0.0% | 0.0% | 908 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Napier Financial, LLC | History | New | 133 | 13 | 0.0% | — | 911 | +133 | New | Q1 2026 | May 05, 2026 |
| CoreFirst Bank & Trust | History | No change | 132 | 13 | 0.01% | 0.01% | 909 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 132 | 13 | 0.0% | 0.0% | 910 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 124 | 12 | 0.01% | 0.01% | 912 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NorthAvenue LLC | History | No change | 128 | 12 | 0.01% | 0.01% | 913 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 112 | 11 | 0.0% | 0.0% | 914 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 112 | 11 | 0.0% | 0.0% | 915 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Pacifica Partners Inc. | History | No change | 112 | 11 | 0.0% | 0.0% | 916 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| RHUMBLINE ADVISERS | History | New | 100 | 10 | 0.0% | — | 920 | +100 | New | Q1 2026 | May 12, 2026 |
| Decker Retirement Planning Inc. | History | New | 100 | 10 | 0.0% | — | 921 | +100 | New | Q1 2026 | Apr 20, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 100 | 10 | 0.0% | 0.0% | 917 | -50 | -33.33% | Q1 2026 | Jun 23, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 100 | 10 | 0.01% | 0.01% | 918 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 100 | 10 | 0.01% | 0.0% | 919 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 96 | 9 | 0.0% | 0.0% | 922 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 94 | 9 | 0.0% | 0.0% | 923 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 85 | 8 | 0.0% | 0.0% | 924 | -100 | -54.05% | Q1 2026 | Apr 20, 2026 |
| Burk Holdings LLC | History | New | 80 | 8 | 0.0% | — | 927 | +80 | New | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 82 | 8 | 0.0% | 0.0% | 925 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Essential Investment Partners LLC | History | No change | 80 | 8 | 0.01% | 0.01% | 926 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| Gleason Group, Inc. | History | Reduced | 71 | 7 | 0.0% | 0.0% | 931 | -84 | -54.19% | Q1 2026 | May 04, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 72 | 7 | 0.0% | 0.01% | 928 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sawyer & Company, Inc | History | No change | 71 | 7 | 0.0% | 0.0% | 929 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EPG Wealth Management LLC | History | No change | 72 | 7 | 0.0% | 0.0% | 930 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 75 | 7 | 0.0% | 0.0% | 932 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 76 | 7 | 0.0% | 0.0% | 933 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 65 | 6 | 0.0% | 0.0% | 934 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BAYBAN | History | No change | 56 | 5 | 0.0% | 0.0% | 935 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Robinswood Financial LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 936 | 0 | 0.0% | Q1 2026 | Jul 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 42 | 4 | 0.0% | — | 944 | +42 | New | Q1 2026 | Apr 16, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 41 | 4 | 0.0% | 0.0% | 937 | -23 | -35.94% | Q1 2026 | May 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 42 | 4 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 48 | 4 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SITTNER & NELSON, LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 940 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| New Millennium Group LLC | History | No change | 51 | 4 | 0.0% | 0.0% | 941 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 43 | 4 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 943 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 31 | 3 | 0.0% | — | 948 | +31 | New | Q1 2026 | May 12, 2026 |
| HOWE & RUSLING INC | History | No change | 31 | 3 | 0.0% | 0.0% | 945 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 946 | 0 | 0.0% | Q1 2026 | Jul 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 947 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 951 | -110 | -90.91% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | No change | 10 | 1 | 0.0% | — | 949 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 950 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -63,519 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,937 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.66% | — | -11,001 | -100.0% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -9,788 | -100.0% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -9,104 | -100.0% | Q1 2026 | May 15, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.12% | — | -7,833 | -100.0% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,907 | -100.0% | Q1 2026 | May 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,522 | -100.0% | Q1 2026 | May 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -6,143 | -100.0% | Q1 2026 | May 05, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -5,929 | -100.0% | Q1 2026 | May 04, 2026 |
| OneAscent Family Office, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -5,753 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,236 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,845 | -100.0% | Q1 2026 | May 14, 2026 |
| Clarity Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,784 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,410 | -100.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,893 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -3,810 | -100.0% | Q1 2026 | Apr 10, 2026 |
| STAR Financial Bank | History | Closed out | 0 | 0 | — | 0.16% | — | -3,246 | -100.0% | Q1 2026 | May 08, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,800 | -100.0% | Q1 2026 | May 12, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,582 | -100.0% | Q1 2026 | May 06, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,344 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacific Park Financial, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -2,286 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,250 | -100.0% | Q1 2026 | May 11, 2026 |
| Klingman & Associates, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,239 | -100.0% | Q1 2026 | May 14, 2026 |
| Colorado Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,199 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Shakespeare Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,160 | -100.0% | Q1 2026 | Apr 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,158 | -100.0% | Q1 2026 | May 08, 2026 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,150 | -100.0% | Q1 2026 | Apr 10, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -2,140 | -100.0% | Q1 2026 | May 06, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,132 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,092 | -100.0% | Q1 2026 | May 04, 2026 |
| Summit Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,086 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,065 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -1,798 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,761 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,431 | -100.0% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -764 | -100.0% | Q1 2026 | May 04, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -596 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -554 | -100.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -404 | -100.0% | Q1 2026 | May 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q1 2026 | May 07, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ransom Advisory, Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Networth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |