iSHARES TRUST - IJR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 43,438,406 | 5,399,828 | 3.32% | 3.24% | 1 | +875,819 | 2.06% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 33,815,305 | 4,203,580 | 0.31% | 0.29% | 2 | +209,882 | 0.62% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 23,576,940 | 2,930,849 | 0.15% | 0.13% | 3 | +2,190,712 | 10.24% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,864,667 | 2,420,264 | 1.16% | 1.19% | 4 | +3,603,962 | 22.16% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 18,233,380 | 2,266,591 | 0.14% | 0.13% | 5 | +169,291 | 0.94% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,886,533 | 2,223,474 | 0.6% | 0.58% | 6 | +1,545,676 | 9.46% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 16,639,004 | 2,068,394 | 0.55% | 0.58% | 7 | -886,614 | -5.06% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 14,723,605 | 1,830,291 | 0.35% | 0.33% | 8 | -235,047 | -1.57% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,138,727 | 1,757,584 | 0.54% | 0.53% | 9 | +43,210 | 0.31% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 11,802,794 | 1,467,205 | 0.27% | 0.26% | 10 | -253,498 | -2.1% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 10,154,592 | 1,262,317 | 0.19% | 0.19% | 11 | +577,324 | 6.03% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,555,089 | 1,187,793 | 0.16% | 0.14% | 12 | +114,182 | 1.21% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 9,011,629 | 1,120,235 | 0.02% | 0.02% | 13 | +492,231 | 5.78% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,720,457 | 959,730 | 1.95% | 1.78% | 14 | -101,065 | -1.29% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,569,528 | 940,968 | 0.54% | 0.52% | 15 | -388,098 | -4.88% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,399,368 | 919,815 | 0.16% | 0.14% | 16 | +112,788 | 1.55% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,588,309 | 818,992 | 0.09% | 0.1% | 17 | +115,462 | 1.78% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 6,512,927 | 809,621 | 5.45% | 5.42% | 18 | +43,048 | 0.67% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,464,078 | 803,549 | 1.26% | 1.15% | 19 | +330,153 | 5.38% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 5,263,528 | 654,309 | 9.92% | 8.75% | 20 | -972,729 | -15.6% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,917,393 | 611,281 | 0.82% | 0.74% | 21 | +273,174 | 5.88% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,860,873 | 604,255 | 0.73% | 0.69% | 22 | -37,970 | -0.78% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,957,174 | 595,753 | 2.82% | 2.82% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,251,012 | 528,462 | 0.12% | 0.12% | 24 | -293,866 | -6.47% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 4,011,360 | 498,652 | 3.24% | 3.08% | 25 | +1,231 | 0.03% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,838,937 | 477,218 | 1.74% | 1.64% | 26 | +25,690 | 0.67% | Q1 2026 | Apr 24, 2026 |
| Acorns Advisers, LLC | History | Added to | 3,636,427 | 452,044 | 3.36% | 3.26% | 27 | +26,582 | 0.74% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 3,575,908 | 444,527 | 0.63% | 0.64% | 28 | -82,763 | -2.26% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,524,240 | 438,105 | 0.46% | 0.44% | 29 | +177,535 | 5.3% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,283,342 | 408,152 | 1.77% | 1.63% | 30 | +63,338 | 1.97% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,216,342 | 399,823 | 0.73% | 0.79% | 31 | +1,159,049 | 56.34% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 2,889,555 | 359,164 | 0.38% | 0.37% | 32 | +41,509 | 1.46% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,880,600 | 358,087 | 0.5% | 0.11% | 33 | +2,252,498 | 358.62% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,699,487 | 335,573 | 0.47% | 0.5% | 34 | -403,813 | -13.01% | Q1 2026 | Apr 27, 2026 |
| Nationwide Fund Advisors | History | Added to | 2,684,005 | 333,648 | 14.6% | 10.83% | 35 | +580,145 | 27.58% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,734,850 | 330,561 | 0.02% | 0.02% | 36 | +385,729 | 16.42% | Q1 2026 | May 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 2,458,196 | 305,578 | 6.57% | 6.36% | 37 | +236,517 | 10.65% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 2,458,196 | 305,578 | 5.69% | 5.48% | 38 | +236,517 | 10.65% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,341,216 | 291,037 | 1.16% | 1.06% | 39 | +51,958 | 2.27% | Q1 2026 | May 11, 2026 |
| Circle Wealth Management, LLC | History | Added to | 2,289,104 | 284,558 | 4.06% | 4.24% | 40 | +3 | 0.0% | Q1 2026 | May 11, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 2,240,064 | 278,462 | 7.1% | 7.18% | 41 | -68,145 | -2.95% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,168,014 | 269,505 | 1.49% | 1.47% | 42 | +131,335 | 6.45% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,110,941 | 260,491 | 0.37% | 0.33% | 43 | +2,379 | 0.11% | Q1 2026 | May 15, 2026 |
| Creekmur Asset Management LLC | History | New | 2,012 | 250,050 | 18.85% | — | 44 | +2,012 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 1,969,682 | 244,851 | 1.38% | 1.4% | 45 | -61,943 | -3.05% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,941,060 | 241,293 | 1.89% | 1.82% | 46 | +39,083 | 2.05% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,121,252 | 239,293 | 5.72% | 5.41% | 47 | -92,124 | -4.16% | Q1 2026 | May 08, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 1,818,014 | 225,997 | 1.39% | 1.26% | 48 | +117,055 | 6.88% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,765,464 | 219,465 | 0.39% | 0.34% | 49 | +173,255 | 10.88% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 1,736,782 | 215,951 | 0.24% | 0.24% | 50 | -8,872 | -0.51% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 1,734,841 | 215,609 | 0.25% | 0.25% | 51 | -7,614 | -0.44% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,720,938 | 213,935 | 0.2% | 0.18% | 52 | +20,242 | 1.19% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,690,865 | 210,191 | 0.08% | 0.07% | 53 | +11,572 | 0.69% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,604,971 | 199,514 | 0.49% | 0.43% | 54 | +48,975 | 3.15% | Q1 2026 | Apr 22, 2026 |
| Haverford Trust Co | History | Reduced | 1,604,759 | 199,487 | 1.83% | 1.81% | 55 | -85,288 | -5.05% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,603,265 | 199,301 | 1.02% | 1.05% | 56 | +15,906 | 1.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,586,898 | 197,329 | 0.29% | 0.27% | 57 | +35,859 | 2.31% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,568,315 | 194,961 | 3.16% | 2.69% | 58 | +479,564 | 44.05% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,462,756 | 182,916 | 0.37% | 0.41% | 59 | -984,079 | -40.22% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,468,209 | 182,513 | 1.37% | 1.34% | 60 | -2,781 | -0.19% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,408,253 | 175,059 | 2.1% | 1.96% | 61 | -2,096 | -0.15% | Q1 2026 | May 06, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 1,341,939 | 166,816 | 2.26% | 2.02% | 62 | +18,278 | 1.38% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,325,549 | 164,778 | 0.24% | 0.24% | 63 | -516 | -0.04% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,324,064 | 164,594 | 2.58% | 2.26% | 64 | +240,321 | 22.18% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,310,877 | 162,955 | 0.27% | 0.18% | 65 | +258,263 | 24.54% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,256,876 | 156,242 | 0.11% | 0.11% | 66 | +455 | 0.04% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 1,243,836 | 154,621 | 0.63% | 0.61% | 67 | -239 | -0.02% | Q1 2026 | May 14, 2026 |
| Missouri Education Pension Trust | History | Added to | 1,216,674 | 151,244 | 51.53% | 28.56% | 68 | +386,453 | 46.55% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,213,599 | 150,862 | 4.16% | 3.93% | 69 | +30,981 | 2.62% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,207,467 | 150,100 | 0.42% | 0.4% | 70 | -145,911 | -10.78% | Q1 2026 | May 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 1,185,799 | 147,406 | 0.61% | 0.49% | 71 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,166,626 | 144,960 | 0.89% | 0.87% | 72 | -28,913 | -2.42% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,151,858 | 143,187 | 0.29% | 0.28% | 73 | -4,564 | -0.39% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,125,512 | 139,912 | 0.03% | 0.03% | 74 | +60,764 | 5.71% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 1,104,333 | 132,718 | 0.53% | 0.53% | 75 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 1,062,178 | 132,039 | 5.42% | 4.61% | 76 | +122,849 | 13.08% | Q1 2026 | Apr 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,056,586 | 131,344 | 0.08% | 0.06% | 77 | +148,008 | 16.29% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 999,927 | 124,300 | 5.49% | 5.41% | 78 | +158 | 0.02% | Q1 2026 | Apr 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 949,856 | 118,077 | 0.19% | 0.16% | 79 | +62,596 | 7.05% | Q1 2026 | May 06, 2026 |
| WestEnd Advisors, LLC | History | Added to | 937,250 | 116,512 | 2.81% | 2.56% | 80 | +21,952 | 2.4% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 888,163 | 110,407 | 0.58% | 0.15% | 81 | +709,130 | 396.09% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 886,442 | 110,193 | 0.38% | 0.38% | 82 | -97,260 | -9.89% | Q1 2026 | May 12, 2026 |
| Members Trust Co | History | Added to | 866,325 | 107,692 | 3.58% | 3.32% | 83 | +19,570 | 2.31% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 856,543 | 106,476 | 2.05% | 2.0% | 84 | -30,486 | -3.44% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 856,289 | 106,443 | 0.19% | 0.2% | 85 | -3,872 | -0.45% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 852,360 | 105,957 | 0.27% | 0.27% | 86 | +17,643 | 2.11% | Q1 2026 | Apr 30, 2026 |
| Destination Wealth Management | History | Reduced | 838,038 | 104,176 | 2.71% | 2.64% | 87 | -2,356 | -0.28% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 813,855 | 101,323 | 0.5% | 0.51% | 88 | +6,153 | 0.76% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 795,423 | 98,879 | 0.0% | 0.0% | 89 | -226,335 | -22.15% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 793,097 | 98,589 | 0.37% | 0.35% | 90 | +94,534 | 13.53% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 737,175 | 92,087 | 0.87% | 0.85% | 91 | +78,019 | 11.84% | Q1 2026 | Apr 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 705,455 | 87,695 | 0.49% | 0.46% | 92 | +16,129 | 2.34% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 689,021 | 86,892 | 0.98% | 0.94% | 93 | -6,173 | -0.89% | Q1 2026 | Apr 28, 2026 |
| Glenview Trust Co | History | Added to | 695,134 | 86,412 | 1.36% | 1.27% | 94 | +8,453 | 1.23% | Q1 2026 | May 08, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 679,701 | 84,493 | 4.75% | 4.35% | 95 | +4,801 | 0.71% | Q1 2026 | Apr 29, 2026 |
| Accredited Investors Inc. | History | Added to | 664,311 | 82,580 | 4.45% | 4.06% | 96 | +27,825 | 4.37% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 603,244 | 82,143 | 1.05% | 0.78% | 97 | +108,200 | 21.86% | Q1 2026 | May 06, 2026 |
| Steele Capital Management, Inc. | History | Added to | 650,861 | 80,908 | 3.35% | 3.25% | 98 | +20,599 | 3.27% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Added to | 632,966 | 78,684 | 0.24% | 0.23% | 99 | +3,693 | 0.59% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 627,789 | 78,040 | 0.36% | 0.2% | 100 | +68,362 | 12.22% | Q1 2026 | May 14, 2026 |
| SWF LLC | History | Added to | 627,654 | 77,967 | 6.8% | 7.28% | 101 | +28,410 | 4.74% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 623,238 | 77,474 | 0.04% | 0.02% | 102 | +287,473 | 85.62% | Q1 2026 | May 04, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 608,987 | 75,670 | 5.3% | 5.28% | 103 | +29,438 | 5.08% | Q1 2026 | Apr 24, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 606,023 | 75,334 | 4.9% | 4.71% | 104 | +13,689 | 2.31% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 605,850 | 75,107 | 0.14% | 0.12% | 105 | +34,728 | 6.08% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 598,235 | 74,366 | 1.53% | 1.46% | 106 | -8,651 | -1.43% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 592,795 | 73,690 | 3.53% | 3.29% | 107 | +25,363 | 4.47% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 556,913 | 69,229 | 3.66% | 3.52% | 108 | -19,143 | -3.32% | Q1 2026 | Apr 29, 2026 |
| St. Louis Trust Co | History | Reduced | 549,283 | 68,281 | 7.97% | 7.74% | 109 | -12,614 | -2.24% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 548,310 | 68,160 | 0.95% | 0.92% | 110 | -27,004 | -4.69% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 546,598 | 67,948 | 0.87% | 0.82% | 111 | +6,129 | 1.13% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 541,795 | 67,350 | 0.54% | 0.49% | 112 | +47,163 | 9.53% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | Added to | 539,004 | 67,003 | 1.02% | 0.98% | 113 | +4,326 | 0.81% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 531,582 | 66,080 | 0.31% | 0.3% | 114 | +5,543 | 1.05% | Q1 2026 | Apr 24, 2026 |
| GREENLEAF TRUST | History | Reduced | 522,704 | 64,977 | 0.64% | 0.61% | 115 | -28,275 | -5.13% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 521,012 | 64,767 | 0.73% | 0.38% | 116 | +270,705 | 108.15% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 526,010 | 63,215 | 0.02% | 0.02% | 117 | +13,110 | 2.56% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 506,188 | 62,924 | 2.64% | 2.84% | 118 | -37,505 | -6.9% | Q1 2026 | Apr 30, 2026 |
| Wealth Architects, LLC | History | Added to | 506,007 | 62,901 | 5.61% | 5.38% | 119 | +9,435 | 1.9% | Q1 2026 | May 15, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 500,941 | 62,271 | 5.54% | 5.44% | 120 | +8,230 | 1.67% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 491,344 | 61,078 | 0.56% | 0.74% | 121 | -50 | -0.01% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 487,338 | 60,580 | 0.01% | 0.0% | 122 | +398,436 | 448.17% | Q1 2026 | May 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 477,743 | 59,388 | 4.03% | 3.86% | 123 | +16,724 | 3.63% | Q1 2026 | Apr 29, 2026 |
| Abound Wealth Management | History | Added to | 468,114 | 58,191 | 13.22% | 12.51% | 124 | +23,587 | 5.31% | Q1 2026 | Apr 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 466,003 | 57,928 | 0.31% | 0.31% | 125 | -36 | -0.01% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 465,761 | 57,898 | 2.39% | 2.41% | 126 | -14,401 | -3.0% | Q1 2026 | Apr 28, 2026 |
| Bangor Savings Bank | History | Reduced | 462,245 | 57,461 | 4.59% | 4.67% | 127 | -20,667 | -4.28% | Q1 2026 | Apr 01, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 458,679 | 57,018 | 12.25% | 11.41% | 128 | +39,494 | 9.42% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 457,070 | 56,818 | 1.82% | 0.98% | 129 | -13,732 | -2.92% | Q1 2026 | Apr 29, 2026 |
| Oakworth Capital, Inc. | History | Added to | 456,736 | 56,776 | 3.01% | 1.69% | 130 | +199,259 | 77.39% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 449,904 | 55,927 | 0.64% | 0.6% | 131 | +10,488 | 2.39% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | Added to | 444,630 | 55,271 | 0.59% | 0.03% | 132 | +433,258 | 3809.87% | Q1 2026 | May 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 439,606 | 54,647 | 3.56% | 2.56% | 133 | +101,599 | 30.06% | Q1 2026 | Apr 27, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 397,764 | 54,155 | 2.08% | 2.06% | 134 | -13,402 | -3.26% | Q1 2026 | Apr 24, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 433,280 | 53,860 | 1.58% | 1.44% | 135 | +30,299 | 7.52% | Q1 2026 | Apr 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 425,621 | 52,908 | 0.63% | 0.6% | 136 | -14,571 | -3.31% | Q1 2026 | May 15, 2026 |
| REBALANCE, LLC | History | Added to | 424,530 | 52,773 | 3.06% | 2.98% | 137 | +394 | 0.09% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 434,480 | 52,215 | 0.93% | 0.93% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 418,893 | 52,072 | 8.23% | 7.73% | 139 | +8,268 | 2.01% | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Management, LLC | History | Reduced | 414,434 | 51,518 | 3.0% | 2.9% | 140 | -4,418 | -1.05% | Q1 2026 | Apr 22, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 412,076 | 51,224 | 3.45% | 3.3% | 141 | +13,937 | 3.5% | Q1 2026 | May 12, 2026 |
| Berman McAleer LLC | History | Added to | 407,957 | 50,713 | 6.92% | 6.67% | 142 | +1,698 | 0.42% | Q1 2026 | Apr 17, 2026 |
| Arcataur Capital Management LLC | History | Added to | 403,770 | 50,192 | 13.97% | 13.29% | 143 | +17,415 | 4.51% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 402,792 | 50,071 | 0.14% | 0.11% | 144 | +58,648 | 17.04% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 399,701 | 49,686 | 0.02% | 0.02% | 145 | -3,423 | -0.85% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 398,964 | 49,597 | 0.38% | 0.36% | 146 | +7,237 | 1.85% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 396,724 | 49,316 | 0.72% | 0.67% | 147 | +35,379 | 9.79% | Q1 2026 | May 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 395,312 | 49,141 | 0.42% | 0.41% | 148 | -2,382 | -0.6% | Q1 2026 | May 07, 2026 |
| CONNING INC. | History | Added to | 391,664 | 48,687 | 1.62% | 1.53% | 149 | +12,098 | 3.19% | Q1 2026 | Apr 30, 2026 |
| Maple Capital Management, Inc. | History | Added to | 387,501 | 48,170 | 3.22% | 2.92% | 150 | +936 | 0.24% | Q1 2026 | May 08, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 385,520 | 47,923 | 4.82% | 4.27% | 151 | +29,509 | 8.29% | Q1 2026 | May 11, 2026 |
| RKL Wealth Management LLC | History | Reduced | 382,199 | 47,511 | 4.28% | 4.06% | 152 | -29,493 | -7.16% | Q1 2026 | Apr 24, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 379,279 | 47,148 | 5.2% | 5.09% | 153 | +15,305 | 4.2% | Q1 2026 | Apr 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 377,629 | 46,943 | 0.18% | — | 154 | +377,629 | New | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 376,969 | 46,861 | 0.51% | 0.49% | 155 | +17,877 | 4.98% | Q1 2026 | Apr 20, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 370,115 | 46,009 | 1.92% | 1.73% | 156 | +4,780 | 1.31% | Q1 2026 | Apr 13, 2026 |
| IFG Advisors, LLC | History | Added to | 367,119 | 45,636 | 7.47% | 7.23% | 157 | +5,736 | 1.59% | Q1 2026 | Apr 09, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 365,673 | 45,456 | 1.34% | 1.46% | 158 | -59,726 | -14.04% | Q1 2026 | May 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 365,320 | 45,412 | 0.05% | 0.03% | 159 | +144,170 | 65.19% | Q1 2026 | May 13, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 363,977 | 45,245 | 5.71% | 5.94% | 160 | -45,717 | -11.16% | Q1 2026 | Apr 24, 2026 |
| UNITED BANK | History | Reduced | 362,688 | 45,085 | 5.77% | 6.23% | 161 | -29,790 | -7.59% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Added to | 362,222 | 45,027 | 1.97% | 2.24% | 162 | +25,153 | 7.46% | Q1 2026 | May 11, 2026 |
| Frontier Asset Management, LLC | History | Added to | 359,157 | 44,646 | 9.36% | 9.83% | 163 | +6,318 | 1.79% | Q1 2026 | May 06, 2026 |
| Opus Capital Group, LLC | History | Reduced | 357,393 | 44,427 | 4.78% | 4.67% | 164 | -1,047 | -0.29% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 353,652 | 43,962 | 0.24% | 0.23% | 165 | +8,344 | 2.42% | Q1 2026 | May 05, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 352,704 | 43,844 | 5.66% | 5.28% | 166 | +4,074 | 1.17% | Q1 2026 | May 07, 2026 |
| Ballentine Partners, LLC | History | Reduced | 346,461 | 43,068 | 0.6% | 0.6% | 167 | -8,456 | -2.38% | Q1 2026 | May 14, 2026 |
| Pine Ridge Advisers LLC | History | No change | 344,276 | 42,796 | 2.63% | 2.47% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 343,025 | 42,641 | 1.88% | 1.52% | 169 | +59,207 | 20.86% | Q1 2026 | Apr 21, 2026 |
| First Financial Bank - Trust Division | History | Added to | 340,669 | 42,348 | 3.41% | 3.11% | 170 | +25,275 | 8.01% | Q1 2026 | Apr 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 337,284 | 41,927 | 0.36% | 0.27% | 171 | +25,476 | 8.17% | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 336,052 | 41,774 | 3.48% | 3.3% | 172 | +8,867 | 2.71% | Q1 2026 | Apr 13, 2026 |
| Elk River Wealth Management LLC | History | Added to | 335,521 | 41,708 | 6.93% | 6.42% | 173 | +2,431 | 0.73% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 326,376 | 41,159 | 0.84% | 0.75% | 174 | +36,923 | 12.76% | Q1 2026 | Apr 28, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 327,648 | 40,730 | 12.09% | 11.66% | 175 | -3,373 | -1.02% | Q1 2026 | May 11, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 323,477 | 40,211 | 3.17% | 2.78% | 176 | +41,820 | 14.85% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 323,464 | 40,209 | 0.2% | 0.21% | 177 | -8,600 | -2.59% | Q1 2026 | May 14, 2026 |
| Painted Porch Advisors LLC | History | Reduced | 322,311 | 40,066 | 19.12% | 16.14% | 178 | -11,665 | -3.49% | Q1 2026 | May 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 320,983 | 39,901 | 11.52% | 11.1% | 179 | +18,947 | 6.27% | Q1 2026 | May 07, 2026 |
| Starr Indemnity & Liability Co | History | No change | 320,950 | 39,897 | 10.14% | 10.96% | 180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 320,878 | 39,888 | 0.22% | 0.16% | 181 | -61,739 | -16.14% | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 318,649 | 39,611 | 2.22% | 2.16% | 182 | +194 | 0.06% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 318,505 | 39,593 | 1.35% | 1.35% | 183 | -18,061 | -5.37% | Q1 2026 | May 07, 2026 |
| Magnus Financial Group LLC | History | Added to | 318,491 | 39,591 | 3.21% | 2.82% | 184 | +11,297 | 3.68% | Q1 2026 | Apr 10, 2026 |
| Calamos Advisors LLC | History | Added to | 312,473 | 38,843 | 0.14% | 0.01% | 185 | +300,981 | 2619.05% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 295,641 | 38,655 | 2.18% | 1.85% | 186 | +33,742 | 12.88% | Q1 2026 | Apr 17, 2026 |
| One Day In July LLC | History | Reduced | 310,418 | 38,588 | 3.09% | 3.14% | 187 | -7,491 | -2.36% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 306,945 | 38,156 | 0.51% | 0.52% | 188 | -891 | -0.29% | Q1 2026 | May 15, 2026 |
| Legacy Advisors, LLC | History | Added to | 304,002 | 37,790 | 4.46% | 3.49% | 189 | +33,700 | 12.47% | Q1 2026 | May 05, 2026 |
| Colony Family Offices, LLC | History | Added to | 303,302 | 37,703 | 9.3% | 9.06% | 190 | +1,485 | 0.49% | Q1 2026 | Apr 21, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 302,697 | 37,628 | 3.92% | 3.73% | 191 | +9,780 | 3.34% | Q1 2026 | Apr 08, 2026 |
| Calamos Wealth Management LLC | History | Added to | 300,957 | 37,412 | 1.29% | 1.2% | 192 | +11,636 | 4.02% | Q1 2026 | May 04, 2026 |
| Urban Financial Advisory Corp | History | Added to | 296,544 | 36,863 | 13.03% | 2.08% | 193 | +252,543 | 573.95% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 294,296 | 36,583 | 1.24% | 1.24% | 194 | +1,113 | 0.38% | Q1 2026 | Apr 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 293,099 | 36,435 | 0.44% | 0.5% | 195 | +341 | 0.12% | Q1 2026 | Apr 23, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 309,086 | 36,150 | 3.31% | 3.31% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 286,877 | 35,661 | 4.66% | 2.23% | 197 | +136,954 | 91.35% | Q1 2026 | May 08, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 254,679 | 35,173 | 7.89% | 7.89% | 198 | +7,105 | 2.87% | Q1 2026 | May 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 282,568 | 35,125 | 2.27% | 2.11% | 199 | +884 | 0.31% | Q1 2026 | Apr 27, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 281,518 | 34,995 | 4.3% | 4.18% | 200 | -3,582 | -1.26% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 278,695 | 34,644 | 0.51% | 0.52% | 201 | -3,746 | -1.33% | Q1 2026 | Apr 17, 2026 |
| Financial Enhancement Group LLC | History | Added to | 255,443 | 34,584 | 4.28% | 4.23% | 202 | +5,516 | 2.21% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 277,426 | 34,486 | 0.41% | 0.43% | 203 | -10,736 | -3.73% | Q1 2026 | May 01, 2026 |
| Grove Bank & Trust | History | Reduced | 276,664 | 34,392 | 3.89% | 3.74% | 204 | -89 | -0.03% | Q1 2026 | Apr 08, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 276,648 | 34,390 | 4.13% | 3.88% | 205 | +23,231 | 9.17% | Q1 2026 | Apr 24, 2026 |
| Hudock, Inc. | History | Added to | 276,410 | 34,360 | 5.06% | 4.8% | 206 | +5,568 | 2.06% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 275,741 | 34,277 | 0.93% | 0.86% | 207 | -1,417 | -0.51% | Q1 2026 | Apr 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 274,803 | 34,160 | 0.55% | 0.56% | 208 | -2,763 | -1.0% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 249,372 | 33,807 | 0.59% | 0.57% | 209 | -11,852 | -4.54% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 271,139 | 33,705 | 0.06% | 0.06% | 210 | -1,913 | -0.7% | Q1 2026 | May 15, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 271,033 | 33,692 | 1.97% | 1.66% | 211 | +31,964 | 13.37% | Q1 2026 | Apr 17, 2026 |
| HORAN Wealth, LLC | History | Added to | 279,520 | 33,636 | 3.2% | 2.58% | 212 | +139,760 | 100.0% | Q1 2026 | May 08, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 269,486 | 33,499 | 0.1% | 0.08% | 213 | +79,597 | 41.92% | Q1 2026 | May 13, 2026 |
| MBL Wealth, LLC | History | Added to | 264,674 | 32,901 | 2.49% | 2.47% | 214 | +8,142 | 3.17% | Q1 2026 | Apr 28, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 264,601 | 32,892 | 1.64% | 1.52% | 215 | +8,198 | 3.2% | Q1 2026 | May 07, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 270,015 | 32,874 | 3.28% | 3.45% | 216 | -22,940 | -7.83% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 262,960 | 32,688 | 0.53% | 0.48% | 217 | +18,232 | 7.45% | Q1 2026 | Apr 27, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 262,327 | 32,609 | 0.45% | — | 218 | +262,327 | New | Q1 2026 | May 01, 2026 |
| Madison Asset Management, LLC | History | Added to | 260,463 | 32,378 | 0.4% | 0.34% | 219 | +11,113 | 4.46% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 254,200 | 31,599 | 0.04% | 0.03% | 220 | +33,500 | 15.18% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 252,074 | 31,335 | 0.35% | 0.39% | 221 | +9,105 | 3.75% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 251,474 | 31,260 | 0.23% | 0.24% | 222 | +6,963 | 2.85% | Q1 2026 | Apr 15, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 248,264 | 30,861 | 3.3% | 3.03% | 223 | +16,404 | 7.07% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 246,161 | 30,600 | 0.72% | 0.82% | 224 | -33,384 | -11.94% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 244,385 | 30,379 | 0.2% | 0.19% | 225 | -5,374 | -2.15% | Q1 2026 | Apr 27, 2026 |
| Single Point Partners, LLC | History | Added to | 243,717 | 30,296 | 6.03% | 5.77% | 226 | +1,015 | 0.42% | Q1 2026 | Apr 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 241,048 | 29,964 | 2.12% | — | 227 | +241,048 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 240,841 | 29,938 | 0.04% | — | 228 | +240,841 | New | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Reduced | 238,982 | 29,707 | 4.55% | 4.37% | 229 | -2,665 | -1.1% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 246,674 | 29,645 | 0.05% | 0.05% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 237,785 | 29,559 | 0.38% | 0.4% | 231 | -24,372 | -9.3% | Q1 2026 | Apr 21, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 236,458 | 29,394 | 0.47% | 0.44% | 232 | +9,493 | 4.18% | Q1 2026 | Apr 27, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 235,502 | 29,275 | 5.23% | 4.96% | 233 | +14,481 | 6.55% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 233,862 | 29,071 | 0.14% | 0.04% | 234 | +168,049 | 255.34% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 233,584 | 29,037 | 1.51% | 1.45% | 235 | +4,220 | 1.84% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 231,300 | 28,752 | 0.0% | 0.01% | 236 | -242,903 | -51.22% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 230,047 | 28,597 | 0.58% | 0.55% | 237 | +822 | 0.36% | Q1 2026 | May 11, 2026 |
| HEADINVEST, LLC | History | Reduced | 228,909 | 28,455 | 5.84% | 5.5% | 238 | -1,414 | -0.61% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 228,153 | 28,361 | 0.66% | 1.02% | 239 | +51,370 | 29.06% | Q1 2026 | Apr 27, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 227,285 | 28,253 | 1.48% | 1.81% | 240 | -47,500 | -17.29% | Q1 2026 | Apr 29, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 226,928 | 28,238 | 7.83% | 7.3% | 241 | +4,748 | 2.14% | Q1 2026 | Apr 27, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 226,915 | 28,207 | 3.96% | 3.1% | 242 | +42,663 | 23.15% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 223,168 | 27,742 | 5.42% | 5.23% | 243 | -2,245 | -1.0% | Q1 2026 | Apr 30, 2026 |
| LTG Capital LLC | History | Added to | 220,787 | 27,446 | 20.97% | 20.53% | 244 | +1,605 | 0.73% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 220,344 | 27,390 | 0.38% | 0.37% | 245 | -12,106 | -5.21% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 220,178 | 27,370 | 0.13% | 0.16% | 246 | -15,535 | -6.59% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 217,243 | 27,005 | 1.0% | 0.95% | 247 | +7,264 | 3.46% | Q1 2026 | May 14, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 217,077 | 26,984 | 3.16% | 3.06% | 248 | -750 | -0.34% | Q1 2026 | Apr 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 216,568 | 26,921 | 1.96% | 1.94% | 249 | +2,842 | 1.33% | Q1 2026 | May 05, 2026 |
| TRUEFG, LLC | History | Added to | 216,066 | 26,859 | 7.12% | 6.92% | 250 | +1,344 | 0.63% | Q1 2026 | Apr 22, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 215,794 | 26,825 | 3.17% | 3.13% | 251 | -18,072 | -7.73% | Q1 2026 | May 11, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 211,999 | 26,590 | 3.29% | 3.21% | 252 | +7,390 | 3.61% | Q1 2026 | Apr 07, 2026 |
| Curi Capital, LLC | History | Reduced | 213,810 | 26,578 | 0.47% | 0.46% | 253 | -7,890 | -3.56% | Q1 2026 | May 15, 2026 |
| 1ST SOURCE BANK | History | Added to | 213,558 | 26,547 | 1.37% | 1.29% | 254 | +8,997 | 4.4% | Q1 2026 | May 04, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 212,491 | 26,414 | 1.0% | 0.97% | 255 | -5,697 | -2.61% | Q1 2026 | Apr 16, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 212,417 | 26,405 | 2.39% | 1.62% | 256 | +63,220 | 42.37% | Q1 2026 | May 04, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 212,193 | 26,377 | 3.78% | 3.59% | 257 | +2,935 | 1.4% | Q1 2026 | Apr 27, 2026 |
| COURIER CAPITAL LLC | History | Added to | 211,859 | 26,336 | 1.47% | 1.12% | 258 | +45,632 | 27.45% | Q1 2026 | Apr 23, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 211,747 | 26,322 | 2.4% | 2.2% | 259 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 210,832 | 26,208 | 1.18% | 1.06% | 260 | -841 | -0.4% | Q1 2026 | Apr 29, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 208,071 | 25,865 | 5.38% | 5.35% | 261 | -6,985 | -3.25% | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 207,943 | 25,849 | 1.03% | 0.92% | 262 | +8,685 | 4.36% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 206,198 | 25,632 | 0.01% | 0.01% | 263 | +24,044 | 13.2% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 206,141 | 25,625 | 0.42% | 0.49% | 264 | -3,026 | -1.45% | Q1 2026 | May 18, 2026 |
| King Wealth Management Group | History | Added to | 206,133 | 25,624 | 3.2% | 2.91% | 265 | +5,407 | 2.69% | Q1 2026 | May 04, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 195,758 | 25,595 | 3.24% | 3.47% | 266 | -19,254 | -8.95% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Alliance LLC | History | Added to | 193,386 | 25,577 | 1.54% | 1.28% | 267 | +30,739 | 18.9% | Q1 2026 | Apr 20, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 205,385 | 25,531 | 2.63% | 2.54% | 268 | +2,561 | 1.26% | Q1 2026 | May 07, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 204,747 | 25,452 | 3.94% | 3.26% | 269 | +21,279 | 11.6% | Q1 2026 | May 01, 2026 |
| Midwest Trust Co | History | Reduced | 200,793 | 24,960 | 0.31% | 0.3% | 270 | -2,539 | -1.25% | Q1 2026 | May 01, 2026 |
| C V STARR & CO INC | History | No change | 200,458 | 24,918 | 12.99% | 13.24% | 271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 188,570 | 24,655 | 3.78% | 3.69% | 272 | -3,427 | -1.78% | Q1 2026 | Apr 16, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 198,163 | 24,633 | 2.61% | 2.46% | 273 | -2,348 | -1.17% | Q1 2026 | Apr 28, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 195,198 | 24,265 | 1.62% | — | 274 | +195,198 | New | Q1 2026 | May 07, 2026 |
| Legal & General Group Plc | History | Added to | 194,834 | 24,217 | 0.01% | 0.0% | 275 | +104,255 | 115.1% | Q1 2026 | May 08, 2026 |
| Roth Financial Partners LLC | History | Reduced | 194,116 | 24,115 | 8.23% | 7.86% | 276 | -4,159 | -2.1% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 193,084 | 24,002 | 0.15% | 0.15% | 277 | -16,671 | -7.95% | Q1 2026 | May 05, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 191,861 | 23,850 | 4.32% | 3.89% | 278 | +21,868 | 12.86% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Added to | 191,849 | 23,848 | 1.6% | 1.56% | 279 | +816 | 0.43% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 191,168 | 23,764 | 0.0% | 0.0% | 280 | +93,980 | 96.7% | Q1 2026 | May 13, 2026 |
| Simmons Bank | History | Reduced | 189,522 | 23,559 | 1.58% | 1.54% | 281 | -1,863 | -0.97% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 188,732 | 23,461 | 0.43% | 0.42% | 282 | -7,355 | -3.75% | Q1 2026 | Apr 10, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 188,708 | 23,458 | 4.54% | 4.51% | 283 | -5,099 | -2.63% | Q1 2026 | May 05, 2026 |
| Verum Partners LLC | History | Reduced | 183,973 | 22,869 | 4.34% | 5.18% | 284 | -29,748 | -13.92% | Q1 2026 | Apr 15, 2026 |
| Smithfield Trust Co | History | Added to | 183,805 | 22,834 | 0.99% | 0.95% | 285 | +5,096 | 2.85% | Q1 2026 | May 08, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 183,117 | 22,763 | 2.16% | 1.99% | 286 | +9,037 | 5.19% | Q1 2026 | May 04, 2026 |
| Evergreen Advisors, LLC | History | Added to | 182,591 | 22,697 | 5.33% | 5.2% | 287 | +5,054 | 2.85% | Q1 2026 | May 05, 2026 |
| EFG International AG | History | Reduced | 180,846 | 22,480 | 0.48% | 0.43% | 288 | -2,932 | -1.6% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 179,734 | 22,342 | 0.18% | 0.24% | 289 | +10,388 | 6.13% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 179,710 | 22,339 | 0.04% | 0.03% | 290 | +1,010 | 0.57% | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 178,762 | 22,221 | 1.36% | 1.31% | 291 | +1,947 | 1.1% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 178,661 | 22,209 | 9.57% | 9.46% | 292 | +3,321 | 1.89% | Q1 2026 | Apr 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 178,068 | 22,135 | 0.32% | 0.3% | 293 | +15,389 | 9.46% | Q1 2026 | Apr 09, 2026 |
| Fiera Capital Corp | History | Reduced | 177,931 | 22,118 | 0.08% | 0.09% | 294 | -68,012 | -27.65% | Q1 2026 | May 12, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 177,333 | 22,044 | 9.21% | 8.79% | 295 | +2,825 | 1.62% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 176,937 | 21,995 | 0.17% | 0.17% | 296 | +5,350 | 3.12% | Q1 2026 | Apr 07, 2026 |
| Summit Asset Management, LLC | History | Added to | 176,664 | 21,961 | 3.06% | 2.96% | 297 | +2,444 | 1.4% | Q1 2026 | May 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 175,565 | 21,824 | 1.31% | 1.11% | 298 | +23,277 | 15.28% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 174,878 | 21,739 | 0.69% | 1.34% | 299 | -132,642 | -43.13% | Q1 2026 | May 07, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 174,853 | 21,736 | 6.62% | 6.41% | 300 | -3,507 | -1.97% | Q1 2026 | Apr 13, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 174,606 | 21,705 | 5.06% | 5.1% | 301 | +3,543 | 2.07% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 174,366 | 21,675 | 0.0% | 0.01% | 302 | -211,895 | -54.86% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 200,446 | 21,670 | 8.02% | 6.56% | 303 | +25,152 | 14.35% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Reduced | 174,257 | 21,661 | 0.6% | 0.64% | 304 | -19,415 | -10.02% | Q1 2026 | May 04, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 174,039 | 21,634 | 6.48% | 6.08% | 305 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 173,891 | 21,616 | 1.61% | 1.59% | 306 | -850 | -0.49% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | Added to | 173,848 | 21,610 | 1.84% | 1.57% | 307 | +25,952 | 17.55% | Q1 2026 | May 07, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 173,598 | 21,579 | 3.85% | 3.76% | 308 | -1,381 | -0.79% | Q1 2026 | Apr 07, 2026 |
| Fort Henry Capital, LLC | History | Added to | 173,329 | 21,546 | 13.03% | 12.65% | 309 | +1,486 | 0.86% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 173,238 | 21,535 | 0.64% | 0.64% | 310 | -2,944 | -1.67% | Q1 2026 | May 13, 2026 |
| Baron Wealth Management LLC | History | Reduced | 172,228 | 21,409 | 6.4% | 7.07% | 311 | -18,598 | -9.75% | Q1 2026 | Apr 16, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 171,893 | 21,353 | 4.54% | 4.84% | 312 | +4,552 | 2.72% | Q1 2026 | May 01, 2026 |
| ESL Trust Services, LLC | History | Added to | 171,518 | 21,321 | 4.07% | 3.93% | 313 | +1,064 | 0.62% | Q1 2026 | May 07, 2026 |
| Keener Financial Planning LLC | History | Added to | 171,412 | 21,308 | 8.96% | 8.64% | 315 | +5,033 | 3.03% | Q1 2026 | May 01, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 157,122 | 21,308 | 0.48% | 0.48% | 314 | +4,201 | 2.75% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 171,406 | 21,307 | 0.31% | 0.33% | 316 | +2,762 | 1.64% | Q1 2026 | Apr 10, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 170,449 | 21,188 | 2.04% | 1.92% | 317 | -1,885 | -1.09% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 169,269 | 21,041 | 0.34% | 0.36% | 318 | -4,662 | -2.68% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 174,789 | 21,006 | 0.88% | 0.88% | 319 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 168,547 | 20,952 | 0.71% | 0.66% | 320 | -197 | -0.12% | Q1 2026 | Apr 06, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 167,681 | 20,844 | 3.02% | 2.84% | 321 | +3,787 | 2.31% | Q1 2026 | May 13, 2026 |
| Planning Project LLC | History | No change | 173,293 | 20,826 | 5.23% | 5.23% | 322 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Navalign, LLC | History | Added to | 166,187 | 20,658 | 5.21% | 4.89% | 323 | +565 | 0.34% | Q1 2026 | Apr 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 165,270 | 20,544 | 0.45% | 0.46% | 324 | -5,191 | -3.05% | Q1 2026 | May 14, 2026 |
| Harbor Group, Inc. | History | Reduced | 164,269 | 20,420 | 2.95% | 3.11% | 325 | -8,464 | -4.9% | Q1 2026 | Apr 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 163,315 | 20,301 | 0.5% | 0.52% | 326 | -506 | -0.31% | Q1 2026 | Apr 15, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 162,820 | 20,240 | 9.48% | 8.47% | 327 | +10,097 | 6.61% | Q1 2026 | Apr 16, 2026 |
| Callan Family Office, LLC | History | Added to | 162,669 | 20,221 | 0.46% | 0.37% | 328 | +19,964 | 13.99% | Q1 2026 | May 13, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 154,651 | 20,220 | 9.06% | 8.88% | 329 | -1,954 | -1.25% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 161,165 | 20,034 | 0.23% | 0.09% | 330 | +103,172 | 177.9% | Q1 2026 | Apr 23, 2026 |
| FineMark National Bank & Trust | History | No change | 166,606 | 20,022 | 0.62% | 0.62% | 331 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 161,024 | 20,016 | 1.97% | 1.84% | 332 | +8,571 | 5.62% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 160,957 | 20,008 | 0.05% | 0.05% | 333 | -5,961 | -3.57% | Q1 2026 | May 14, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 160,901 | 20,001 | 0.97% | 0.91% | 334 | -1,802 | -1.11% | Q1 2026 | Apr 09, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 159,751 | 19,861 | 4.62% | 4.4% | 335 | -741 | -0.46% | Q1 2026 | May 13, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 157,733 | 19,607 | 2.61% | 4.27% | 336 | -122,167 | -43.65% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 156,719 | 19,481 | 0.48% | 0.46% | 337 | +3,675 | 2.4% | Q1 2026 | Apr 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 156,215 | 19,419 | 2.38% | 2.34% | 338 | +1,483 | 0.96% | Q1 2026 | Apr 27, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 156,148 | 19,410 | 3.29% | 3.18% | 339 | -1,569 | -0.99% | Q1 2026 | May 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 154,199 | 19,168 | 1.16% | 1.15% | 340 | -2,149 | -1.37% | Q1 2026 | May 12, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 153,949 | 19,137 | 2.88% | 2.74% | 341 | -4,660 | -2.94% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 153,802 | 19,119 | 1.31% | 1.47% | 342 | -24,259 | -13.62% | Q1 2026 | Apr 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 152,835 | 18,998 | 0.22% | 0.26% | 343 | -35,074 | -18.67% | Q1 2026 | Apr 24, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 152,551 | 18,963 | 2.44% | 2.67% | 344 | -9,716 | -5.99% | Q1 2026 | Apr 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 151,331 | 18,811 | 2.06% | 1.98% | 345 | -1,801 | -1.18% | Q1 2026 | Apr 23, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 151,182 | 18,793 | 6.94% | 6.8% | 346 | -3,450 | -2.23% | Q1 2026 | May 07, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 151,007 | 18,771 | 0.27% | 0.25% | 347 | -4,519 | -2.91% | Q1 2026 | May 22, 2026 |
| Human Investing LLC | History | Reduced | 150,869 | 18,754 | 2.73% | 2.85% | 348 | -17,154 | -10.21% | Q1 2026 | May 07, 2026 |
| Liquid Strategies, LLC | History | Added to | 149,327 | 18,562 | 3.99% | 3.5% | 349 | +15,369 | 11.47% | Q1 2026 | May 01, 2026 |
| Arkos Global Advisors | History | Added to | 149,126 | 18,538 | 2.33% | 2.16% | 350 | +8,185 | 5.81% | Q1 2026 | May 13, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 148,244 | 18,428 | 6.41% | 6.07% | 351 | -208 | -0.14% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Added to | 145,957 | 18,143 | 0.66% | 0.52% | 352 | +26,207 | 21.88% | Q1 2026 | Apr 28, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 145,841 | 18,129 | 4.65% | 5.56% | 353 | -24,510 | -14.39% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 145,636 | 18,104 | 0.35% | 0.45% | 354 | -44,179 | -23.27% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | Added to | 145,288 | 18,060 | 0.25% | 0.11% | 355 | +83,597 | 135.51% | Q1 2026 | Apr 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 144,521 | 17,965 | 1.36% | 1.33% | 356 | +6,946 | 5.05% | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 128,712 | 17,807 | 1.76% | 2.0% | 357 | +3,143 | 2.5% | Q1 2026 | May 12, 2026 |
| jvl associates llc | History | Added to | 142,317 | 17,691 | 5.93% | 5.53% | 358 | +1,055 | 0.75% | Q1 2026 | Apr 16, 2026 |
| ALLSTATE CORP | History | Added to | 142,007 | 17,652 | 0.19% | 0.01% | 359 | +137,007 | 2740.14% | Q1 2026 | May 11, 2026 |
| WELCH & FORBES LLC | History | Added to | 141,144 | 17,545 | 0.23% | 0.2% | 360 | +3,169 | 2.3% | Q1 2026 | May 01, 2026 |
| Fairway Wealth LLC | History | Added to | 141,139 | 17,543 | 4.63% | 4.53% | 361 | +1,390 | 0.99% | Q1 2026 | Apr 23, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 141,117 | 17,542 | 2.3% | 1.96% | 362 | +30,806 | 27.93% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Added to | 141,069 | 17,536 | 0.37% | 0.34% | 363 | +3,543 | 2.58% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 144,679 | 17,487 | 0.01% | 0.01% | 364 | +38,963 | 36.86% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 139,095 | 17,290 | 0.78% | 0.11% | 365 | +118,592 | 578.41% | Q1 2026 | Apr 21, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 138,569 | 17,225 | 2.61% | 2.43% | 366 | +5,585 | 4.2% | Q1 2026 | May 01, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 142,929 | 17,177 | 2.46% | 2.46% | 367 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 136,932 | 17,022 | 0.48% | 0.28% | 368 | +47,737 | 53.52% | Q1 2026 | Apr 28, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 136,684 | 16,991 | 1.22% | 1.22% | 369 | -9,698 | -6.63% | Q1 2026 | Apr 10, 2026 |
| VICUS CAPITAL | History | Reduced | 136,206 | 16,931 | 1.24% | 1.52% | 370 | -32,548 | -19.29% | Q1 2026 | Apr 22, 2026 |
| Newton One Investments LLC | History | Added to | 136,144 | 16,924 | 4.59% | 1.15% | 371 | +103,683 | 319.41% | Q1 2026 | Apr 24, 2026 |
| Trustees of Dartmouth College | History | Reduced | 136,011 | 16,907 | 6.72% | 5.34% | 372 | -38,589 | -22.1% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 136,000 | 16,906 | 0.01% | 0.04% | 373 | +2,000 | 1.49% | Q1 2026 | May 04, 2026 |
| LGL PARTNERS, LLC | History | Added to | 134,868 | 16,765 | 6.9% | 6.76% | 374 | +2,971 | 2.25% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 134,524 | 16,722 | 0.19% | 0.2% | 375 | -1,121 | -0.83% | Q1 2026 | May 08, 2026 |
| Ironwood Financial, llc | History | Added to | 134,483 | 16,717 | 2.92% | 2.83% | 376 | +2,390 | 1.81% | Q1 2026 | Apr 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 134,376 | 16,704 | 0.92% | 0.88% | 377 | +3,207 | 2.44% | Q1 2026 | Apr 30, 2026 |
| Sunflower Bank, N.A. | History | Added to | 134,078 | 16,667 | 4.25% | 4.04% | 378 | +790 | 0.59% | Q1 2026 | Apr 10, 2026 |
| Omega Financial Group, LLC | History | Added to | 133,423 | 16,585 | 5.39% | 5.14% | 379 | +3,482 | 2.68% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 132,942 | 16,526 | 0.29% | 0.31% | 380 | -8,608 | -6.08% | Q1 2026 | Apr 20, 2026 |
| Hardy Reed LLC | History | Reduced | 132,377 | 16,455 | 1.2% | 1.13% | 381 | -57 | -0.04% | Q1 2026 | Apr 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 132,246 | 16,439 | 0.31% | 0.29% | 382 | +3,491 | 2.71% | Q1 2026 | May 01, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 132,068 | 16,417 | 1.4% | 1.46% | 383 | -13,424 | -9.23% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 131,858 | 16,391 | 0.2% | 0.17% | 384 | +6,520 | 5.2% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 131,622 | 16,361 | 0.28% | 0.27% | 385 | +5,214 | 4.12% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Reduced | 131,190 | 16,308 | 0.21% | 0.25% | 386 | -12,995 | -9.01% | Q1 2026 | May 15, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 130,575 | 16,231 | 11.01% | 11.03% | 387 | -9,255 | -6.62% | Q1 2026 | May 07, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 129,831 | 16,139 | 2.61% | 2.42% | 388 | +420 | 0.32% | Q1 2026 | May 08, 2026 |
| ProVise Management Group, LLC | History | Reduced | 129,676 | 16,119 | 1.16% | 1.12% | 389 | -1,151 | -0.88% | Q1 2026 | May 06, 2026 |
| HCR Wealth Advisors | History | Added to | 129,328 | 16,076 | 1.67% | 1.54% | 390 | +343 | 0.27% | Q1 2026 | Apr 21, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 129,139 | 16,053 | 1.19% | 1.17% | 391 | -1,888 | -1.44% | Q1 2026 | Apr 16, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 128,607 | 15,987 | 9.85% | 9.17% | 392 | +4,200 | 3.38% | Q1 2026 | Apr 08, 2026 |
| BANK OF STOCKTON | History | Reduced | 128,215 | 15,938 | 4.93% | 5.13% | 393 | -20,782 | -13.95% | Q1 2026 | Apr 29, 2026 |
| SCS Capital Management LLC | History | Reduced | 128,161 | 15,931 | 0.17% | 0.17% | 394 | -6,480 | -4.81% | Q1 2026 | May 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 127,699 | 15,874 | 0.05% | 0.05% | 395 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 127,678 | 15,871 | 1.17% | 0.68% | 396 | +48,632 | 61.52% | Q1 2026 | Apr 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 127,395 | 15,836 | 0.91% | 0.93% | 397 | -11,254 | -8.12% | Q1 2026 | Apr 20, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 126,454 | 15,719 | 0.24% | 0.2% | 398 | +10,362 | 8.93% | Q1 2026 | Apr 08, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 126,226 | 15,699 | 3.72% | 3.47% | 399 | +1,644 | 1.32% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 125,864 | 15,646 | 0.53% | 0.72% | 400 | -44,663 | -26.19% | Q1 2026 | Apr 07, 2026 |
| Factor Wealth Management LTD | History | Added to | 125,220 | 15,566 | 2.93% | 1.62% | 401 | +62,865 | 100.82% | Q1 2026 | Apr 20, 2026 |
| Venture Visionary Partners LLC | History | Added to | 125,090 | 15,550 | 0.52% | 0.49% | 402 | +1,587 | 1.28% | Q1 2026 | May 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 124,933 | 15,530 | 5.27% | 5.15% | 403 | +2,570 | 2.1% | Q1 2026 | Apr 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 124,228 | 15,442 | 0.37% | 0.28% | 404 | +23,559 | 23.4% | Q1 2026 | Apr 30, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 123,860 | 15,397 | 0.43% | 0.36% | 405 | -984 | -0.79% | Q1 2026 | Apr 21, 2026 |
| CERTUITY, LLC | History | Added to | 123,799 | 15,389 | 1.01% | 0.56% | 406 | +49,269 | 66.11% | Q1 2026 | May 11, 2026 |
| Francis Financial, Inc. | History | Added to | 122,979 | 15,287 | 2.83% | 2.76% | 407 | +5,210 | 4.42% | Q1 2026 | May 07, 2026 |
| First Bank & Trust | History | Added to | 122,880 | 15,275 | 2.46% | 2.37% | 408 | +2,059 | 1.7% | Q1 2026 | Apr 10, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 122,300 | 15,203 | 0.89% | 0.85% | 409 | -2,700 | -2.16% | Q1 2026 | May 06, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 122,203 | 15,191 | 0.88% | 0.88% | 410 | -3 | -0.0% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 121,531 | 15,181 | 0.26% | 0.27% | 411 | -846 | -0.69% | Q1 2026 | May 14, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 121,430 | 15,094 | 7.17% | 6.47% | 412 | +225 | 0.19% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | Reduced | 121,389 | 15,089 | 0.35% | 0.32% | 413 | -207 | -0.17% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 121,225 | 15,069 | 0.27% | 0.3% | 414 | -15,988 | -11.65% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 120,804 | 15,017 | 0.23% | 0.24% | 415 | +24,179 | 25.02% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 120,283 | 14,952 | 0.16% | 0.21% | 416 | -38,827 | -24.4% | Q1 2026 | May 13, 2026 |
| Neumann Capital Management, LLC | History | Added to | 118,021 | 14,671 | 4.32% | 4.09% | 417 | +257 | 0.22% | Q1 2026 | Apr 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 116,414 | 14,471 | 0.04% | 0.05% | 418 | +12,737 | 12.29% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 116,055 | 14,426 | 0.07% | 0.06% | 419 | +26,612 | 29.75% | Q1 2026 | May 13, 2026 |
| Melone Private Wealth, LLC | History | Added to | 115,143 | 14,313 | 5.85% | 5.53% | 420 | +6,550 | 6.03% | Q1 2026 | Apr 08, 2026 |
| Argent Trust Co | History | Added to | 114,904 | 14,283 | 0.48% | 0.46% | 421 | +3,617 | 3.25% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 114,873 | 14,279 | 0.09% | — | 422 | +114,873 | New | Q1 2026 | May 14, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 114,573 | 14,242 | 3.62% | 3.68% | 423 | -4,483 | -3.77% | Q1 2026 | Apr 22, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 114,077 | 14,181 | 4.61% | 4.67% | 424 | -12,189 | -9.65% | Q1 2026 | May 07, 2026 |
| Community Bank, N.A. | History | Reduced | 113,720 | 14,136 | 1.68% | 1.62% | 425 | -592 | -0.52% | Q1 2026 | May 12, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 113,675 | 14,130 | 0.94% | 0.95% | 426 | -5,524 | -4.63% | Q1 2026 | Apr 22, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 113,198 | 14,071 | 1.9% | 1.85% | 427 | -1,248 | -1.09% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 112,972 | 14,043 | 0.0% | 0.0% | 428 | +96,806 | 598.82% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Reduced | 112,811 | 14,023 | 0.65% | 0.64% | 429 | -6,174 | -5.19% | Q1 2026 | May 05, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 112,450 | 13,978 | 0.32% | 0.18% | 430 | +44,433 | 65.33% | Q1 2026 | May 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 111,700 | 13,885 | 1.79% | 1.88% | 431 | -368 | -0.33% | Q1 2026 | Apr 17, 2026 |
| PACK Private Wealth, LLC | History | Added to | 111,018 | 13,800 | 6.34% | 6.02% | 432 | +1,098 | 1.0% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 110,304 | 13,711 | 0.13% | 0.14% | 433 | -11,276 | -9.27% | Q1 2026 | May 08, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 110,136 | 13,691 | 2.46% | 2.39% | 434 | +35 | 0.03% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 109,775 | 13,646 | 0.17% | 0.15% | 435 | +8,571 | 8.47% | Q1 2026 | Apr 20, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 109,400 | 13,599 | 0.23% | 0.21% | 436 | +2,181 | 2.03% | Q1 2026 | May 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 108,737 | 13,517 | 3.66% | 4.48% | 437 | +21,736 | 24.98% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 108,578 | 13,497 | 0.31% | 0.32% | 438 | -503 | -0.46% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 108,403 | 13,475 | 0.07% | 0.07% | 439 | +4,583 | 4.41% | Q1 2026 | Apr 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 112,039 | 13,464 | 0.98% | 0.98% | 440 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 107,362 | 13,346 | 2.71% | 2.63% | 441 | -3,513 | -3.17% | Q1 2026 | Apr 15, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 107,312 | 13,342 | 3.77% | 1.85% | 442 | +54,187 | 102.0% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 107,304 | 13,339 | 0.1% | 0.1% | 443 | -250 | -0.23% | Q1 2026 | May 15, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 107,256 | 13,332 | 0.71% | 0.71% | 444 | +307 | 0.29% | Q1 2026 | Apr 27, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 107,198 | 13,325 | 0.95% | 0.82% | 445 | +13,459 | 14.36% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 106,859 | 13,283 | 0.28% | 0.28% | 446 | +2,888 | 2.78% | Q1 2026 | Apr 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 106,809 | 13,277 | 1.15% | 1.16% | 447 | -2,202 | -2.02% | Q1 2026 | May 08, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 105,962 | 13,172 | 1.96% | 1.63% | 448 | +10,998 | 11.58% | Q1 2026 | May 07, 2026 |
| LVW Advisors, LLC | History | Reduced | 105,491 | 13,113 | 1.25% | 1.42% | 449 | -11,483 | -9.82% | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 104,763 | 13,070 | 0.04% | 0.04% | 450 | +56,816 | 118.5% | Q1 2026 | May 12, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 104,999 | 13,052 | 2.01% | 1.9% | 451 | -8,596 | -7.57% | Q1 2026 | May 06, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 104,410 | 12,979 | 3.23% | 3.39% | 452 | -9,672 | -8.48% | Q1 2026 | May 05, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Reduced | 104,389 | 12,976 | 3.46% | 3.3% | 453 | -513 | -0.49% | Q1 2026 | May 19, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 103,002 | 12,802 | 0.22% | 0.2% | 454 | +2,122 | 2.1% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 102,851 | 12,785 | 0.27% | 0.3% | 455 | -13,963 | -11.95% | Q1 2026 | Apr 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 102,769 | 12,775 | 0.02% | 0.02% | 456 | -51,294 | -33.29% | Q1 2026 | May 15, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | Reduced | 102,482 | 12,739 | 6.51% | 6.49% | 457 | -2,680 | -2.55% | Q1 2026 | May 05, 2026 |
| Iowa State Bank | History | Reduced | 101,538 | 12,622 | 2.32% | 3.58% | 458 | -57,114 | -36.0% | Q1 2026 | Apr 15, 2026 |
| Towercrest Capital Management | History | Added to | 101,461 | 12,616 | 1.97% | 1.85% | 459 | +3,926 | 4.03% | Q1 2026 | May 01, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 101,288 | 12,590 | 4.91% | 4.78% | 460 | -584 | -0.57% | Q1 2026 | Apr 29, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 101,258 | 12,587 | 1.39% | 1.38% | 461 | -960 | -0.94% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 101,221 | 12,582 | 0.09% | 0.11% | 462 | -16,849 | -14.27% | Q1 2026 | Apr 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 101,203 | 12,580 | 0.18% | 0.2% | 463 | +6,560 | 6.93% | Q1 2026 | May 12, 2026 |
| Vestwell Advisors, LLC | History | Added to | 100,595 | 12,505 | 3.42% | 1.66% | 464 | +7,279 | 7.8% | Q1 2026 | May 18, 2026 |
| McGuire Investment Group, LLC | History | Added to | 100,274 | 12,465 | 1.41% | 1.29% | 465 | +32 | 0.03% | Q1 2026 | Apr 28, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 99,896 | 12,418 | 10.91% | 10.52% | 466 | -2,564 | -2.5% | Q1 2026 | Apr 08, 2026 |
| Sageworth Trust Co | History | Reduced | 99,836 | 12,410 | 0.53% | 0.52% | 467 | -802 | -0.8% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | Reduced | 99,452 | 12,362 | 1.03% | 1.07% | 468 | -2,561 | -2.51% | Q1 2026 | Apr 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 99,298 | 12,343 | 0.81% | 0.71% | 469 | +9,380 | 10.43% | Q1 2026 | Apr 28, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 99,228 | 12,335 | 6.34% | 6.22% | 470 | +2,022 | 2.08% | Q1 2026 | Apr 21, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 99,019 | 12,309 | 1.02% | 1.05% | 471 | -277 | -0.28% | Q1 2026 | May 05, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 98,942 | 12,299 | 2.11% | 2.73% | 472 | +1,587 | 1.63% | Q1 2026 | Apr 09, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 98,493 | 12,243 | 3.68% | 2.86% | 473 | +19,789 | 25.14% | Q1 2026 | May 07, 2026 |
| Caldwell Trust Co | History | Added to | 97,715 | 12,146 | 1.09% | 1.0% | 474 | +3,650 | 3.88% | Q1 2026 | Apr 22, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 97,614 | 12,134 | 0.4% | 0.15% | 475 | +55,149 | 129.87% | Q1 2026 | May 15, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 96,709 | 12,022 | 5.54% | 5.91% | 476 | -57 | -0.06% | Q1 2026 | Apr 16, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 96,497 | 11,995 | 5.93% | 6.04% | 477 | -4,978 | -4.91% | Q1 2026 | Apr 24, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 96,096 | 11,945 | 1.62% | 1.53% | 478 | +3,509 | 3.79% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 95,918 | 11,923 | 0.77% | 0.82% | 479 | -8,855 | -8.45% | Q1 2026 | Apr 15, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 95,738 | 11,901 | 4.64% | 4.46% | 480 | -64 | -0.07% | Q1 2026 | May 07, 2026 |
| Sylvest Advisors, LLC | History | Added to | 94,929 | 11,800 | 6.27% | 6.01% | 481 | +1,168 | 1.25% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 94,359 | 11,729 | 0.46% | 0.48% | 483 | +58,771 | 165.14% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 93,511 | 11,729 | 1.05% | 1.07% | 482 | -4,864 | -4.94% | Q1 2026 | May 11, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 97,584 | 11,727 | 2.21% | 2.21% | 484 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Apella Capital, LLC | History | Added to | 86,588 | 11,723 | 0.17% | 0.19% | 485 | +5,132 | 6.3% | Q1 2026 | Apr 20, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 92,770 | 11,532 | 5.28% | 5.12% | 486 | +2,500 | 2.77% | Q1 2026 | May 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 92,680 | 11,521 | 0.96% | 0.9% | 487 | +492 | 0.53% | Q1 2026 | May 11, 2026 |
| Somnio Financial Group, LLC | History | Added to | 92,508 | 11,499 | 7.55% | 7.26% | 488 | +1,068 | 1.17% | Q1 2026 | Apr 09, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 92,387 | 11,484 | 1.56% | 1.66% | 489 | -149 | -0.16% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 92,144 | 11,455 | 0.3% | 0.34% | 490 | -7,350 | -7.39% | Q1 2026 | May 14, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 91,775 | 11,408 | 6.92% | 6.89% | 491 | +406 | 0.44% | Q1 2026 | Apr 27, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 91,560 | 11,381 | 2.73% | 2.65% | 492 | +1,047 | 1.16% | Q1 2026 | Apr 20, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 91,276 | 11,346 | 1.93% | 1.91% | 493 | -2,117 | -2.27% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 91,111 | 11,326 | 0.2% | 0.18% | 494 | +7,060 | 8.4% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Added to | 91,049 | 11,318 | 0.35% | 0.3% | 495 | +5,234 | 6.1% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 90,858 | 11,292 | 1.49% | 0.92% | 496 | +35,539 | 64.24% | Q1 2026 | Apr 28, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 90,726 | 11,278 | 1.25% | 1.25% | 497 | -2,237 | -2.41% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 90,584 | 11,260 | 0.58% | 0.57% | 498 | +195 | 0.22% | Q1 2026 | Apr 15, 2026 |
| HighMark Wealth Management LLC | History | Added to | 90,685 | 11,236 | 4.58% | 4.21% | 499 | +4,806 | 5.6% | Q1 2026 | May 05, 2026 |
| Operose Advisors LLC | History | Reduced | 90,248 | 11,219 | 2.6% | 2.57% | 500 | -1,681 | -1.83% | Q1 2026 | May 12, 2026 |
| TCTC Holdings, LLC | History | Added to | 89,824 | 11,166 | 0.32% | 0.32% | 501 | +1,281 | 1.45% | Q1 2026 | May 07, 2026 |
| eCIO, Inc. | History | Reduced | 89,267 | 11,096 | 4.88% | 5.18% | 502 | -3,351 | -3.62% | Q1 2026 | Apr 14, 2026 |
| SoundView Advisors Inc. | History | Reduced | 89,085 | 11,074 | 3.94% | 3.8% | 503 | -1,632 | -1.8% | Q1 2026 | May 01, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 89,015 | 11,065 | 6.86% | 6.52% | 504 | +2,906 | 3.37% | Q1 2026 | May 22, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 90,612 | 11,052 | 1.93% | 2.09% | 505 | -8,688 | -8.75% | Q1 2026 | May 07, 2026 |
| Corecam Pte. Ltd. | History | Reduced | 88,730 | 11,028 | 4.78% | 6.27% | 506 | -11,650 | -11.61% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 88,585 | 11,012 | 0.09% | 0.08% | 507 | -8,969 | -9.19% | Q1 2026 | May 11, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 88,365 | 10,984 | 5.68% | 5.29% | 508 | -1,781 | -1.98% | Q1 2026 | May 06, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 88,305 | 10,977 | 4.04% | 4.08% | 509 | +802 | 0.92% | Q1 2026 | Apr 28, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 88,248 | 10,970 | 3.15% | 3.15% | 510 | -923 | -1.04% | Q1 2026 | Apr 23, 2026 |
| CFO4Life Group, LLC | History | Reduced | 88,204 | 10,964 | 1.67% | 1.6% | 511 | -5,033 | -5.4% | Q1 2026 | May 11, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 87,615 | 10,891 | 6.35% | 6.14% | 512 | +2,139 | 2.5% | Q1 2026 | May 06, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 87,412 | 10,866 | 0.57% | 0.54% | 513 | +1,791 | 2.09% | Q1 2026 | Apr 17, 2026 |
| Tempo Wealth, LLC | History | Added to | 86,765 | 10,785 | 1.88% | 1.82% | 515 | +1,781 | 2.1% | Q1 2026 | May 14, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 86,765 | 10,785 | 2.29% | 2.4% | 514 | -1,163 | -1.32% | Q1 2026 | Apr 09, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 86,663 | 10,773 | 1.23% | 1.1% | 516 | +3,676 | 4.43% | Q1 2026 | Apr 17, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 85,615 | 10,642 | 0.36% | 0.35% | 517 | -2,373 | -2.7% | Q1 2026 | May 06, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 85,138 | 10,583 | 2.85% | 0.13% | 518 | +81,324 | 2132.25% | Q1 2026 | May 13, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 85,023 | 10,569 | 6.45% | 5.89% | 519 | +639 | 0.76% | Q1 2026 | Apr 08, 2026 |
| Kure Advisory, LLC | History | Added to | 84,956 | 10,560 | 5.75% | 5.52% | 520 | +2,882 | 3.51% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Reduced | 84,909 | 10,555 | 0.13% | 0.13% | 521 | -650 | -0.76% | Q1 2026 | May 12, 2026 |
| XML Financial, LLC | History | Reduced | 84,337 | 10,483 | 0.85% | 1.22% | 522 | -39,823 | -32.07% | Q1 2026 | Apr 16, 2026 |
| FIRST HORIZON CORP | History | Reduced | 84,323 | 10,482 | 0.44% | 0.45% | 523 | -290 | -0.34% | Q1 2026 | Apr 30, 2026 |
| Rossmore Private Capital | History | Added to | 84,112 | 10,455 | 0.92% | 0.9% | 524 | +80 | 0.1% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 84,031 | 10,445 | 0.02% | 0.02% | 525 | +5,440 | 6.92% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 83,663 | 10,400 | 1.8% | 1.7% | 527 | +2,536 | 3.13% | Q1 2026 | May 12, 2026 |
| Retirement Systems of Alabama | History | No change | 83,667 | 10,400 | 0.03% | 0.03% | 526 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fiduciary Group, LLC | History | Reduced | 83,638 | 10,397 | 0.89% | 0.87% | 528 | -2,872 | -3.32% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 83,334 | 10,359 | 0.32% | 0.25% | 529 | +14,593 | 21.23% | Q1 2026 | Apr 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 83,128 | 10,333 | 0.04% | 0.05% | 530 | -16,574 | -16.62% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 83,082 | 10,327 | 0.17% | 0.18% | 531 | -5,247 | -5.94% | Q1 2026 | Apr 21, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 82,730 | 10,284 | 1.94% | 1.94% | 532 | -2,233 | -2.63% | Q1 2026 | Apr 13, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 82,644 | 10,273 | 1.27% | 1.22% | 533 | +2,783 | 3.48% | Q1 2026 | May 08, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 82,164 | 10,213 | 3.5% | 3.39% | 534 | -381 | -0.46% | Q1 2026 | Apr 01, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 94,640 | 10,197 | 2.25% | 2.42% | 535 | -6,533 | -6.46% | Q1 2026 | Apr 21, 2026 |
| Texas Yale Capital Corp. | History | Added to | 82,009 | 10,194 | 0.29% | 0.3% | 536 | +581 | 0.71% | Q1 2026 | May 04, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 84,332 | 10,193 | 0.14% | — | 537 | +84,332 | New | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | Added to | 81,352 | 10,112 | 0.19% | 0.16% | 538 | +9,879 | 13.82% | Q1 2026 | Apr 17, 2026 |
| Wealth Care LLC | History | New | 81,240 | 10,098 | 8.97% | — | 540 | +81,240 | New | Q1 2026 | Apr 24, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 81,238 | 10,098 | 4.87% | 4.63% | 539 | +5,339 | 7.03% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 80,619 | 10,021 | 0.63% | 0.47% | 541 | +21,783 | 37.02% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 80,422 | 9,997 | 0.2% | 0.21% | 542 | -3,493 | -4.16% | Q1 2026 | May 14, 2026 |
| Cannon Capital Management, Inc. | History | Added to | 80,160 | 9,964 | 8.1% | 7.17% | 544 | +12,335 | 18.19% | Q1 2026 | May 07, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 80,157 | 9,964 | 7.91% | 6.32% | 543 | +6,746 | 9.19% | Q1 2026 | Apr 13, 2026 |
| Ally Financial Inc. | History | Reduced | 80,000 | 9,944 | 1.24% | 9.41% | 545 | -561,000 | -87.52% | Q1 2026 | May 12, 2026 |
| May Barnhard Investments LLC | History | Reduced | 79,424 | 9,873 | 4.79% | 4.57% | 546 | -1,082 | -1.34% | Q1 2026 | May 13, 2026 |
| Holland Advisory Services, Inc. | History | Reduced | 79,384 | 9,868 | 13.22% | 12.94% | 547 | -403 | -0.51% | Q1 2026 | Apr 07, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 79,187 | 9,843 | 0.4% | 0.38% | 548 | +1,334 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 78,855 | 9,802 | 2.62% | 2.95% | 549 | +14,755 | 23.02% | Q1 2026 | Apr 29, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 78,839 | 9,800 | 1.59% | 1.54% | 550 | -1,050 | -1.31% | Q1 2026 | Apr 23, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 78,551 | 9,764 | 0.53% | 0.5% | 551 | -812 | -1.02% | Q1 2026 | May 12, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 77,859 | 9,678 | 0.94% | 0.76% | 552 | +123 | 0.16% | Q1 2026 | May 15, 2026 |
| Legacy Trust | History | Added to | 77,379 | 9,618 | 1.84% | 1.72% | 553 | +1,056 | 1.38% | Q1 2026 | Apr 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 77,005 | 9,575 | 0.1% | 0.1% | 554 | +3,026 | 4.09% | Q1 2026 | May 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 76,917 | 9,561 | 3.46% | 3.48% | 555 | -9,507 | -11.0% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 76,656 | 9,529 | 0.19% | 0.18% | 556 | +1,717 | 2.29% | Q1 2026 | Apr 17, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 76,556 | 9,516 | 8.7% | 8.42% | 557 | +3,938 | 5.42% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 76,069 | 9,456 | 0.22% | 0.22% | 558 | -4,163 | -5.19% | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 75,993 | 9,446 | 0.44% | 0.43% | 559 | -3,415 | -4.3% | Q1 2026 | Apr 30, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 75,727 | 9,413 | 2.24% | 2.11% | 560 | -291 | -0.38% | Q1 2026 | Apr 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 75,693 | 9,409 | 0.92% | 1.08% | 561 | -16,184 | -17.61% | Q1 2026 | Apr 29, 2026 |
| Richwood Investment Advisors, LLC | History | Added to | 75,170 | 9,344 | 7.2% | 7.02% | 562 | +1,134 | 1.53% | Q1 2026 | May 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 74,728 | 9,289 | 0.37% | 0.24% | 563 | +20,856 | 38.71% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 74,719 | 9,288 | 0.05% | 0.04% | 564 | +14,617 | 24.32% | Q1 2026 | May 01, 2026 |
| Triangle Securities Wealth Management | History | Added to | 74,557 | 9,268 | 2.1% | 1.82% | 565 | +2,795 | 3.89% | Q1 2026 | Apr 20, 2026 |
| Global Wealth Management, LLC | History | Reduced | 74,501 | 9,261 | 5.05% | 5.26% | 566 | -6,838 | -8.41% | Q1 2026 | Apr 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 74,478 | 9,258 | 0.19% | 0.2% | 567 | -3,879 | -4.95% | Q1 2026 | May 13, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 74,279 | 9,233 | 0.26% | 0.23% | 568 | +6,435 | 9.48% | Q1 2026 | May 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 74,139 | 9,216 | 2.55% | 2.57% | 569 | -348 | -0.47% | Q1 2026 | Apr 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 76,581 | 9,203 | 0.45% | 0.43% | 570 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 73,975 | 9,193 | 2.23% | 0.16% | 571 | +68,231 | 1187.87% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | Reduced | 73,923 | 9,189 | 1.08% | 1.11% | 572 | -1,643 | -2.17% | Q1 2026 | Apr 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 75,362 | 9,187 | 0.28% | 0.24% | 573 | +7,588 | 11.2% | Q1 2026 | May 11, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 73,631 | 9,153 | 1.63% | 1.64% | 574 | -274 | -0.37% | Q1 2026 | Apr 22, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 73,224 | 9,102 | 3.59% | 3.58% | 575 | -688 | -0.93% | Q1 2026 | Apr 08, 2026 |
| Arvest Bank Trust Division | History | Reduced | 73,187 | 9,097 | 0.49% | 0.48% | 576 | -409 | -0.56% | Q1 2026 | May 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 72,639 | 9,029 | 0.64% | 0.64% | 577 | +845 | 1.18% | Q1 2026 | May 14, 2026 |
| Aristides Capital LLC | History | Added to | 72,428 | 9,003 | 1.95% | 1.33% | 578 | +9,708 | 15.48% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 72,251 | 8,981 | 0.1% | 0.11% | 579 | -8,322 | -10.33% | Q1 2026 | May 05, 2026 |
| FIL Ltd | History | New | 72,039 | 8,955 | 0.01% | — | 580 | +72,039 | New | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 71,918 | 8,940 | 1.85% | 1.79% | 581 | +2,397 | 3.45% | Q1 2026 | Apr 30, 2026 |
| May Hill Capital, LLC | History | Added to | 71,758 | 8,920 | 2.24% | 2.22% | 582 | +3,233 | 4.72% | Q1 2026 | May 06, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 71,736 | 8,917 | 4.85% | 4.73% | 583 | -25 | -0.03% | Q1 2026 | Apr 10, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 64,399 | 8,909 | 0.18% | 0.19% | 584 | +577 | 0.9% | Q1 2026 | May 11, 2026 |
| Marble Wealth, LLC | History | Added to | 71,522 | 8,890 | 1.56% | 1.11% | 585 | +4,734 | 7.09% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 71,454 | 8,882 | 0.54% | 0.13% | 586 | -380,564 | -84.19% | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | No change | 73,254 | 8,803 | 0.53% | 0.53% | 587 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 70,793 | 8,800 | 0.56% | 0.58% | 588 | -1,965 | -2.7% | Q1 2026 | Apr 27, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 70,338 | 8,743 | 6.67% | 6.33% | 589 | -2,826 | -3.86% | Q1 2026 | Apr 08, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 70,268 | 8,735 | 1.06% | 1.0% | 590 | -883 | -1.24% | Q1 2026 | Apr 23, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 70,070 | 8,710 | 0.34% | 0.33% | 591 | -4,072 | -5.49% | Q1 2026 | May 12, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 69,925 | 8,692 | 1.03% | 0.99% | 592 | -1,030 | -1.45% | Q1 2026 | Apr 21, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 69,833 | 8,680 | 2.2% | 2.17% | 593 | -254 | -0.36% | Q1 2026 | Apr 28, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 69,695 | 8,663 | 2.91% | 2.94% | 594 | -1,941 | -2.71% | Q1 2026 | May 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 69,430 | 8,630 | 0.63% | 0.6% | 595 | +2,269 | 3.38% | Q1 2026 | Apr 20, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 69,417 | 8,629 | 1.44% | 1.46% | 596 | -1,234 | -1.75% | Q1 2026 | May 04, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 69,236 | 8,606 | 2.9% | 4.46% | 597 | -42,457 | -38.01% | Q1 2026 | May 13, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 69,130 | 8,593 | 4.54% | 4.5% | 598 | +5,621 | 8.85% | Q1 2026 | May 15, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 68,564 | 8,523 | 7.84% | 7.01% | 599 | -353 | -0.51% | Q1 2026 | May 05, 2026 |
| SkyOak Wealth, LLC | History | Added to | 68,485 | 8,513 | 1.56% | 1.45% | 600 | +1,300 | 1.93% | Q1 2026 | Apr 30, 2026 |
| Pachira Investments Inc. | History | Reduced | 68,447 | 8,508 | 3.98% | 4.19% | 601 | -3,138 | -4.38% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 68,388 | 8,501 | 0.0% | 0.0% | 602 | -20,950 | -23.45% | Q1 2026 | May 12, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 68,287 | 8,488 | 2.38% | 2.25% | 603 | +2,887 | 4.41% | Q1 2026 | Apr 16, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 68,127 | 8,468 | 1.26% | 1.31% | 604 | -59,388 | -46.57% | Q1 2026 | Apr 24, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 67,969 | 8,449 | 0.77% | 0.68% | 605 | +5,095 | 8.1% | Q1 2026 | Apr 22, 2026 |
| Ellenbecker Investment Group | History | Reduced | 67,719 | 8,418 | 1.13% | 1.14% | 606 | -272 | -0.4% | Q1 2026 | Apr 23, 2026 |
| MTC Wealth Management LLC | History | Added to | 67,412 | 8,379 | 3.98% | 3.67% | 607 | +2,305 | 3.54% | Q1 2026 | May 04, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 67,181 | 8,351 | 3.68% | 3.56% | 608 | +932 | 1.41% | Q1 2026 | Apr 06, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 67,078 | 8,338 | 1.35% | 2.76% | 609 | -74,336 | -52.57% | Q1 2026 | Apr 15, 2026 |
| American Money Management, LLC | History | Added to | 66,693 | 8,290 | 1.31% | 1.25% | 610 | +354 | 0.53% | Q1 2026 | May 11, 2026 |
| Performa Ltd (US), LLC | History | Reduced | 66,370 | 8,250 | 1.87% | 2.24% | 611 | -7,150 | -9.73% | Q1 2026 | May 06, 2026 |
| Vectors Research Management, LLC | History | Reduced | 65,320 | 8,119 | 2.37% | 2.42% | 612 | -551 | -0.84% | Q1 2026 | May 05, 2026 |
| TKG Advisors, LLC | History | Added to | 64,703 | 8,043 | 3.33% | 3.11% | 613 | +444 | 0.69% | Q1 2026 | Apr 24, 2026 |
| ASPIRIANT, LLC | History | Added to | 64,541 | 8,023 | 0.23% | 0.22% | 614 | +175 | 0.27% | Q1 2026 | May 12, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 64,446 | 8,011 | 2.88% | 2.86% | 615 | +351 | 0.55% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 64,316 | 7,995 | 0.58% | 0.81% | 616 | -31,155 | -32.63% | Q1 2026 | May 05, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 63,955 | 7,950 | 1.25% | 1.16% | 617 | +3,771 | 6.27% | Q1 2026 | May 01, 2026 |
| HighPoint Advisor Group LLC | History | New | 63,777 | 7,928 | 0.33% | — | 618 | +63,777 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 63,542 | 7,898 | 0.27% | 0.2% | 619 | +13,697 | 27.48% | Q1 2026 | Apr 22, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 63,421 | 7,883 | 2.67% | 2.6% | 620 | +954 | 1.53% | Q1 2026 | May 04, 2026 |
| IFS Advisors, LLC | History | Reduced | 63,266 | 7,864 | 4.05% | 4.02% | 621 | -1,125 | -1.75% | Q1 2026 | Apr 06, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 63,207 | 7,857 | 1.66% | 1.37% | 622 | +4,595 | 7.84% | Q1 2026 | Apr 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 63,191 | 7,855 | 0.57% | 0.02% | 623 | +60,453 | 2207.93% | Q1 2026 | Apr 14, 2026 |
| hemming& Wealth Management, Inc. | History | Reduced | 63,144 | 7,849 | 5.48% | 7.37% | 624 | -26,487 | -29.55% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 63,136 | 7,848 | 0.35% | 0.34% | 625 | +2,475 | 4.08% | Q1 2026 | Apr 28, 2026 |
| BostonPremier Wealth LLC | History | Added to | 63,123 | 7,846 | 4.05% | 3.78% | 626 | +1,668 | 2.71% | Q1 2026 | Apr 10, 2026 |
| Asio Capital, LLC | History | Reduced | 63,103 | 7,844 | 1.1% | 1.08% | 627 | -631 | -0.99% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 62,804 | 7,807 | 0.45% | 0.45% | 628 | -1,074 | -1.68% | Q1 2026 | Apr 29, 2026 |
| Aspect Partners, LLC | History | Added to | 62,636 | 7,786 | 3.18% | 3.05% | 629 | +4,691 | 8.1% | Q1 2026 | Apr 02, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 62,541 | 7,774 | 7.57% | 5.28% | 630 | +1,108 | 1.8% | Q1 2026 | Apr 15, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 62,322 | 7,747 | 2.18% | 2.16% | 631 | +1,657 | 2.73% | Q1 2026 | Apr 22, 2026 |
| WLTH Capital Management, LLC | History | Added to | 61,783 | 7,680 | 6.02% | 6.08% | 632 | +1,738 | 2.89% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 56,985 | 7,677 | 0.14% | 0.04% | 633 | +50,120 | 730.08% | Q1 2026 | May 01, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 61,648 | 7,663 | 3.74% | 3.52% | 634 | +1,799 | 3.01% | Q1 2026 | Apr 29, 2026 |
| Counterweight Ventures, LLC | History | Reduced | 61,577 | 7,654 | 4.29% | 4.74% | 635 | -8,708 | -12.39% | Q1 2026 | Apr 27, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 61,540 | 7,650 | 1.79% | 1.75% | 636 | +1,013 | 1.67% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 61,295 | 7,619 | 0.35% | 0.24% | 637 | +17,957 | 41.43% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 628,458 | 7,589 | 0.05% | 0.46% | 638 | +64,092 | 11.36% | Q1 2026 | May 15, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 60,947 | 7,576 | 1.21% | 1.34% | 639 | -285 | -0.47% | Q1 2026 | Apr 30, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 60,798 | 7,557 | 1.42% | 1.35% | 640 | +1,418 | 2.39% | Q1 2026 | Apr 08, 2026 |
| White Pine Investment CO | History | Reduced | 60,787 | 7,556 | 1.76% | 1.75% | 641 | -1,001 | -1.62% | Q1 2026 | Apr 20, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 60,720 | 7,548 | 2.95% | 2.77% | 642 | -155 | -0.25% | Q1 2026 | Apr 27, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 60,552 | 7,543 | 0.47% | 0.47% | 643 | -11,076 | -15.46% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 60,415 | 7,510 | 0.41% | 0.41% | 644 | -3,981 | -6.18% | Q1 2026 | May 14, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 60,363 | 7,503 | 2.27% | 2.16% | 645 | -382 | -0.63% | Q1 2026 | Apr 17, 2026 |
| TrustBank | History | Added to | 60,312 | 7,497 | 2.91% | 2.91% | 646 | +2,198 | 3.78% | Q1 2026 | May 04, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 59,942 | 7,451 | 1.26% | 1.25% | 647 | +628 | 1.06% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Reduced | 59,697 | 7,426 | 0.12% | 0.13% | 648 | -5,601 | -8.58% | Q1 2026 | Apr 14, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 59,684 | 7,413 | 1.48% | 1.39% | 649 | +13 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Stephenson & Company, Inc. | History | Added to | 59,536 | 7,400 | 4.01% | 3.82% | 650 | +1,676 | 2.9% | Q1 2026 | May 12, 2026 |
| F/m Investments LLC | History | Reduced | 59,455 | 7,390 | 0.49% | 0.33% | 651 | -12,574 | -17.46% | Q1 2026 | May 11, 2026 |
| SlateStone Wealth, LLC | History | Added to | 59,238 | 7,364 | 0.61% | 0.58% | 652 | +1,610 | 2.79% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 59,199 | 7,359 | 1.15% | 1.17% | 653 | -2,102 | -3.43% | Q1 2026 | Apr 17, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 59,175 | 7,355 | 0.47% | 0.44% | 654 | +2,929 | 5.21% | Q1 2026 | Apr 16, 2026 |
| United Financial Planning Group LLC | History | Added to | 58,924 | 7,324 | 4.33% | 4.13% | 655 | +2,207 | 3.89% | Q1 2026 | May 08, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 58,881 | 7,319 | 1.81% | 1.79% | 656 | -3,361 | -5.4% | Q1 2026 | May 14, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 58,752 | 7,303 | 3.99% | 4.07% | 657 | -3,472 | -5.58% | Q1 2026 | Apr 21, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Added to | 58,477 | 7,269 | 4.33% | 0.52% | 658 | +51,834 | 780.28% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 58,352 | 7,253 | 0.25% | 0.24% | 659 | +2,255 | 4.02% | Q1 2026 | May 06, 2026 |
| Telos Capital Management, Inc. | History | Added to | 58,200 | 7,234 | 0.69% | 0.64% | 660 | +1,008 | 1.76% | Q1 2026 | Apr 16, 2026 |
| Townsend Financial Planning, LLC | History | Reduced | 57,994 | 7,209 | 6.98% | 6.98% | 661 | -20 | -0.03% | Q1 2026 | Apr 28, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 57,819 | 7,187 | 0.87% | 0.83% | 662 | +754 | 1.32% | Q1 2026 | Apr 23, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 57,737 | 7,177 | 4.84% | 4.85% | 663 | +433 | 0.76% | Q1 2026 | May 07, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 57,543 | 7,161 | 1.3% | 1.13% | 664 | +3,727 | 6.93% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 57,558 | 7,154 | 0.4% | 0.42% | 665 | +27,889 | 94.0% | Q1 2026 | Apr 22, 2026 |
| Northside Capital Management, LLC | History | Added to | 57,536 | 7,152 | 0.63% | 0.03% | 666 | +54,378 | 1721.91% | Q1 2026 | Apr 10, 2026 |
| Boltwood Capital Management | History | Added to | 56,962 | 7,080 | 1.81% | 1.77% | 667 | +341 | 0.6% | Q1 2026 | Apr 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 56,916 | 7,075 | 0.45% | 0.42% | 668 | +2,712 | 5.0% | Q1 2026 | Apr 17, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 56,587 | 7,034 | 0.25% | 0.24% | 670 | +4,035 | 7.68% | Q1 2026 | May 07, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 56,591 | 7,034 | 0.19% | 0.17% | 669 | +576 | 1.03% | Q1 2026 | May 01, 2026 |
| PARTHENON LLC | History | Added to | 56,117 | 6,975 | 0.8% | 0.73% | 671 | +150 | 0.27% | Q1 2026 | Apr 28, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 56,038 | 6,966 | 0.01% | 0.01% | 672 | +3,532 | 6.73% | Q1 2026 | May 11, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 55,935 | 6,953 | 0.88% | 0.81% | 673 | +4,135 | 7.98% | Q1 2026 | May 15, 2026 |
| Allen Investment Management, LLC | History | Added to | 55,865 | 6,944 | 0.09% | 0.07% | 674 | +399 | 0.72% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 55,697 | 6,923 | 0.16% | 0.23% | 676 | -21,299 | -27.66% | Q1 2026 | May 04, 2026 |
| Ballew Advisors, Inc | History | Reduced | 52,953 | 6,923 | 3.9% | 3.83% | 675 | -808 | -1.5% | Q1 2026 | Apr 10, 2026 |
| CBM Financial, LLC | History | Added to | 50,822 | 6,919 | 4.32% | 4.24% | 677 | +3,237 | 6.8% | Q1 2026 | May 12, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 55,446 | 6,892 | 2.52% | 2.41% | 678 | +4,456 | 8.74% | Q1 2026 | Apr 14, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 55,242 | 6,867 | 2.15% | 1.97% | 679 | +1,948 | 3.66% | Q1 2026 | May 19, 2026 |
| McAdam, LLC | History | Added to | 55,132 | 6,853 | 0.31% | 0.28% | 680 | +3,443 | 6.66% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 55,102 | 6,849 | 0.15% | 0.14% | 681 | +2,735 | 5.22% | Q1 2026 | May 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 55,073 | 6,846 | 0.41% | 0.77% | 682 | -55,377 | -50.14% | Q1 2026 | May 11, 2026 |
| TBH Global Asset Management, LLC | History | New | 55,037 | 6,841 | 1.38% | — | 683 | +55,037 | New | Q1 2026 | Apr 22, 2026 |
| Legacy Private Trust Co. | History | Reduced | 54,909 | 6,825 | 0.42% | 0.4% | 684 | -1,538 | -2.72% | Q1 2026 | Apr 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 54,586 | 6,785 | 0.65% | 0.63% | 685 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 54,340 | 6,754 | 1.69% | 1.65% | 686 | +45 | 0.08% | Q1 2026 | May 11, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 54,283 | 6,747 | 3.64% | 3.8% | 687 | -2,592 | -4.56% | Q1 2026 | May 14, 2026 |
| ENZI WEALTH | History | Reduced | 54,224 | 6,740 | 2.34% | 2.64% | 688 | -4,576 | -7.78% | Q1 2026 | Apr 24, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 53,778 | 6,685 | 4.92% | 4.77% | 689 | -317 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | Reduced | 53,753 | 6,682 | 0.31% | 0.31% | 690 | -2,735 | -4.84% | Q1 2026 | Apr 30, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 53,380 | 6,635 | 1.62% | 1.64% | 691 | -2,004 | -3.62% | Q1 2026 | May 12, 2026 |
| Sound Stewardship, LLC | History | Reduced | 53,361 | 6,633 | 3.04% | 3.19% | 692 | -2,057 | -3.71% | Q1 2026 | Apr 10, 2026 |
| BIRCHBROOK, INC. | History | Added to | 53,278 | 6,622 | 3.25% | 2.1% | 693 | +18,272 | 52.2% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 53,207 | 6,614 | 0.09% | 0.08% | 694 | +5,590 | 11.74% | Q1 2026 | May 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 48,815 | 6,609 | 0.46% | 0.52% | 695 | -10,687 | -17.96% | Q1 2026 | Apr 29, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 48,256 | 6,589 | 1.37% | 1.77% | 696 | -15,869 | -24.75% | Q1 2026 | May 04, 2026 |
| New World Advisors LLC | History | Reduced | 52,916 | 6,578 | 1.16% | 1.31% | 697 | -10,949 | -17.14% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 52,615 | 6,540 | 2.83% | 3.61% | 698 | -16,677 | -24.07% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 52,472 | 6,522 | 0.17% | 0.16% | 699 | +1,477 | 2.9% | Q1 2026 | May 14, 2026 |
| Certified Advisory Corp | History | Reduced | 52,413 | 6,515 | 0.58% | 0.59% | 700 | -1,302 | -2.42% | Q1 2026 | Apr 17, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 52,056 | 6,471 | 0.26% | 0.04% | 701 | +44,072 | 552.0% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 51,804 | 6,439 | 0.24% | 0.22% | 702 | +1,152 | 2.27% | Q1 2026 | Apr 20, 2026 |
| Citizens Business Bank | History | Reduced | 51,754 | 6,433 | 1.05% | 1.1% | 703 | -3,660 | -6.6% | Q1 2026 | May 01, 2026 |
| G&S Capital LLC | History | Added to | 51,605 | 6,415 | 2.25% | 2.13% | 704 | +1,542 | 3.08% | Q1 2026 | Apr 07, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 51,472 | 6,398 | 0.43% | 0.43% | 705 | -4,584 | -8.18% | Q1 2026 | May 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 51,316 | 6,379 | 0.42% | 0.38% | 706 | -2,989 | -5.5% | Q1 2026 | Apr 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 51,298 | 6,376 | 0.02% | 0.02% | 707 | +4,657 | 9.98% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Management Group | History | Added to | 50,715 | 6,307 | 1.38% | 1.28% | 708 | +2,177 | 4.49% | Q1 2026 | Apr 29, 2026 |
| CITY HOLDING CO | History | Reduced | 50,681 | 6,300 | 0.79% | 0.76% | 709 | -583 | -1.14% | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 50,586 | 6,288 | 0.19% | 0.16% | 710 | +7,307 | 16.88% | Q1 2026 | May 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 48,300 | 6,270 | 0.87% | 0.85% | 711 | -540 | -1.11% | Q1 2026 | Apr 13, 2026 |
| Garde Capital, Inc. | History | Reduced | 50,147 | 6,233 | 0.37% | 0.45% | 712 | -13,327 | -21.0% | Q1 2026 | Apr 28, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 50,138 | 6,232 | 0.92% | 0.87% | 713 | +272 | 0.55% | Q1 2026 | May 05, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 49,338 | 6,221 | 3.64% | 3.25% | 714 | +4,219 | 9.35% | Q1 2026 | Apr 08, 2026 |
| Hills Bank & Trust Co | History | Reduced | 49,963 | 6,210 | 0.3% | 0.35% | 715 | -115 | -0.23% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 45,957 | 6,207 | 0.4% | 0.41% | 717 | -4,078 | -8.15% | Q1 2026 | Apr 22, 2026 |
| NWAM LLC | History | Reduced | 49,937 | 6,207 | 0.36% | 0.35% | 716 | -782 | -1.54% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 49,815 | 6,192 | 0.08% | 0.09% | 718 | -8,530 | -14.62% | Q1 2026 | Apr 28, 2026 |
| Next Capital Management LLC | History | Added to | 49,749 | 6,184 | 1.87% | 1.81% | 719 | +2,774 | 5.91% | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 49,673 | 6,174 | 1.38% | 1.28% | 720 | +3,840 | 8.38% | Q1 2026 | Apr 15, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 49,622 | 6,168 | 1.73% | 1.44% | 721 | +6,227 | 14.35% | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 49,619 | 6,168 | 0.16% | 0.2% | 722 | -747 | -1.48% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 49,466 | 6,149 | 0.07% | 0.06% | 723 | +5,284 | 11.96% | Q1 2026 | Apr 16, 2026 |
| HM PAYSON & CO | History | Added to | 49,400 | 6,140 | 0.09% | 0.07% | 724 | +5,669 | 12.96% | Q1 2026 | Apr 13, 2026 |
| AtlasMark Financial, Inc | History | No change | 50,982 | 6,127 | 3.96% | 3.96% | 725 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 49,017 | 6,093 | 2.18% | 2.09% | 726 | +5 | 0.01% | Q1 2026 | Apr 14, 2026 |
| FDx Advisors, Inc. | History | Reduced | 48,990 | 6,090 | 1.94% | 5.0% | 727 | -32,607 | -39.96% | Q1 2026 | May 01, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 48,675 | 6,050 | 1.85% | 1.77% | 728 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Montecito Bank & Trust | History | Reduced | 48,603 | 6,041 | 0.99% | 0.96% | 729 | -1,687 | -3.35% | Q1 2026 | Apr 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 48,413 | 6,018 | 0.01% | 0.01% | 730 | +2,114 | 4.57% | Q1 2026 | May 14, 2026 |
| Trek Financial, LLC | History | Added to | 48,059 | 5,974 | 0.32% | 0.08% | 732 | +36,690 | 322.72% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | Added to | 48,060 | 5,974 | 0.39% | 0.35% | 731 | +11,047 | 29.85% | Q1 2026 | May 08, 2026 |
| Lee Financial Co | History | Added to | 47,972 | 5,963 | 0.84% | 0.76% | 733 | +1,042 | 2.22% | Q1 2026 | Apr 13, 2026 |
| Capitol Family Office, Inc. | History | No change | 49,503 | 5,949 | 7.02% | 7.02% | 734 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Orin Green Financial, LLC | History | Added to | 47,852 | 5,948 | 2.44% | 2.3% | 735 | +69 | 0.14% | Q1 2026 | Apr 29, 2026 |
| Campion Asset Management | History | Added to | 47,798 | 5,941 | 4.03% | 3.82% | 736 | +2,010 | 4.39% | Q1 2026 | May 14, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 47,758 | 5,936 | 1.81% | 1.68% | 737 | +248 | 0.52% | Q1 2026 | May 13, 2026 |
| Columbus Macro, LLC | History | Reduced | 47,682 | 5,927 | 0.63% | 0.63% | 738 | -25 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Americana Partners, LLC | History | Reduced | 47,676 | 5,926 | 0.15% | 0.21% | 739 | -14,960 | -23.88% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 47,566 | 5,912 | 0.06% | 0.07% | 740 | -1,848 | -3.74% | Q1 2026 | May 13, 2026 |
| CPC Advisors, LLC | History | Reduced | 47,513 | 5,906 | 0.96% | 0.61% | 741 | -3,041 | -6.02% | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 47,509 | 5,905 | 0.14% | 0.12% | 742 | +7,700 | 19.34% | Q1 2026 | May 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 47,325 | 5,883 | 0.41% | 0.33% | 743 | +7,418 | 18.59% | Q1 2026 | Apr 28, 2026 |
| Bellwether Advisors, LLC | History | Added to | 46,968 | 5,838 | 0.99% | 0.86% | 744 | +1,974 | 4.39% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 46,859 | 5,825 | 0.01% | 0.01% | 745 | +6,062 | 14.86% | Q1 2026 | May 14, 2026 |
| Hudson Capital Management LLC | History | Reduced | 46,787 | 5,816 | 1.5% | 1.43% | 746 | -513 | -1.08% | Q1 2026 | Apr 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 46,706 | 5,805 | 0.66% | 0.68% | 747 | -3,009 | -6.05% | Q1 2026 | Apr 21, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 46,666 | 5,801 | 2.76% | — | 748 | +46,666 | New | Q1 2026 | Apr 27, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 46,604 | 5,793 | 3.76% | 3.73% | 749 | +3,017 | 6.92% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 46,325 | 5,758 | 0.21% | 0.16% | 750 | +17,178 | 58.94% | Q1 2026 | May 19, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 46,162 | 5,738 | 0.75% | 1.06% | 751 | -21,827 | -32.1% | Q1 2026 | Apr 23, 2026 |
| Carnegie Investment Counsel | History | Added to | 46,154 | 5,737 | 0.11% | 0.1% | 752 | +14 | 0.03% | Q1 2026 | May 01, 2026 |
| First National Bank of Hutchinson | History | Reduced | 46,134 | 5,734 | 3.66% | 3.36% | 753 | -1,544 | -3.24% | Q1 2026 | May 04, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 46,047 | 5,724 | 0.42% | 1.46% | 754 | -121,537 | -72.52% | Q1 2026 | Apr 23, 2026 |
| Coign Capital Advisors LLC | History | Added to | 46,007 | 5,719 | 3.0% | 2.87% | 755 | +356 | 0.78% | Q1 2026 | May 14, 2026 |
| Integras Partners LLC | History | New | 45,633 | 5,672 | 3.73% | — | 756 | +45,633 | New | Q1 2026 | May 12, 2026 |
| KPP Advisory Services LLC | History | Reduced | 45,375 | 5,640 | 0.82% | 0.82% | 757 | -1,648 | -3.5% | Q1 2026 | Apr 24, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 45,216 | 5,620 | 3.85% | 3.58% | 758 | +890 | 2.01% | Q1 2026 | May 06, 2026 |
| Colonial Trust Advisors | History | Added to | 45,149 | 5,612 | 0.44% | 0.37% | 759 | +4,486 | 11.03% | Q1 2026 | May 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 44,717 | 5,558 | 1.77% | 1.8% | 760 | -3,149 | -6.58% | Q1 2026 | Apr 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 44,716 | 5,558 | 3.83% | 3.44% | 761 | -25 | -0.06% | Q1 2026 | May 07, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 44,680 | 5,554 | 0.63% | 0.56% | 762 | +770 | 1.75% | Q1 2026 | May 08, 2026 |
| Curat Global, LLC | History | Added to | 44,646 | 5,549 | 5.47% | 4.74% | 763 | +9,118 | 25.66% | Q1 2026 | Apr 21, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 44,535 | 5,536 | 0.27% | 0.16% | 764 | +16,142 | 56.85% | Q1 2026 | May 04, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 44,317 | 5,509 | 0.41% | 0.39% | 765 | +84 | 0.19% | Q1 2026 | Apr 22, 2026 |
| Resolute Advisors LLC | History | Reduced | 44,224 | 5,497 | 2.27% | 1.78% | 766 | -1,113 | -2.45% | Q1 2026 | May 07, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 44,219 | 5,496 | 1.73% | 1.66% | 767 | +1,720 | 4.05% | Q1 2026 | May 08, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 44,164 | 5,490 | 0.81% | 1.01% | 768 | -1,530 | -3.35% | Q1 2026 | Apr 27, 2026 |
| Vantage Financial Partners, LLC | History | No change | 45,401 | 5,456 | 1.11% | 1.11% | 769 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 43,889 | 5,455 | 1.38% | 1.29% | 770 | +1,207 | 2.83% | Q1 2026 | Apr 17, 2026 |
| MSH Capital Advisors LLC | History | Added to | 43,805 | 5,445 | 1.15% | 1.1% | 771 | +1,082 | 2.53% | Q1 2026 | May 08, 2026 |
| Dakota Wealth Management | History | Reduced | 43,635 | 5,424 | 0.12% | 0.1% | 772 | -2,583 | -5.59% | Q1 2026 | May 07, 2026 |
| Capital Advantage, Inc. | History | Added to | 43,627 | 5,423 | 0.71% | 0.71% | 773 | +102 | 0.23% | Q1 2026 | Apr 10, 2026 |
| Wedmont Private Capital | History | Added to | 41,413 | 5,376 | 0.17% | 0.17% | 774 | +1,433 | 3.58% | Q1 2026 | Apr 09, 2026 |
| EQ LLC | History | Added to | 43,202 | 5,370 | 1.51% | 0.65% | 775 | +24,455 | 130.45% | Q1 2026 | May 06, 2026 |
| Affiance Financial, LLC | History | Added to | 43,007 | 5,346 | 0.87% | 0.72% | 776 | +5,729 | 15.37% | Q1 2026 | Apr 14, 2026 |
| Plan Group Financial, LLC | History | Reduced | 42,893 | 5,332 | 1.25% | 1.87% | 777 | -17,020 | -28.41% | Q1 2026 | Apr 13, 2026 |
| Apollon Financial, LLC | History | Added to | 42,887 | 5,331 | 0.74% | 0.68% | 778 | +3,877 | 9.94% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 42,851 | 5,326 | 0.48% | 0.47% | 779 | -1,831 | -4.1% | Q1 2026 | Apr 30, 2026 |
| Wick Capital Partners, LLC | History | Added to | 42,635 | 5,299 | 0.97% | 0.77% | 780 | +7,001 | 19.65% | Q1 2026 | May 15, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 42,547 | 5,289 | 2.66% | 1.98% | 781 | +10,512 | 32.81% | Q1 2026 | Apr 27, 2026 |
| Leo Wealth, LLC | History | Reduced | 42,467 | 5,279 | 0.38% | 0.38% | 782 | -632 | -1.47% | Q1 2026 | May 05, 2026 |
| STAR Financial Bank | History | Reduced | 42,455 | 5,277 | 2.49% | 2.8% | 783 | -3,128 | -6.86% | Q1 2026 | May 08, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 42,287 | 5,256 | 1.75% | 1.7% | 784 | -689 | -1.6% | Q1 2026 | May 15, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 42,150 | 5,239 | 3.96% | 3.71% | 785 | +434 | 1.04% | Q1 2026 | Apr 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 42,123 | 5,233 | 0.17% | 0.16% | 786 | +601 | 1.45% | Q1 2026 | May 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 42,064 | 5,229 | 0.83% | 0.8% | 787 | -452 | -1.06% | Q1 2026 | May 15, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 41,937 | 5,213 | 4.62% | 4.57% | 788 | +787 | 1.91% | Q1 2026 | Apr 10, 2026 |
| SageView Advisory Group, LLC | History | No change | 43,330 | 5,207 | 0.18% | 0.18% | 789 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 41,799 | 5,196 | 0.11% | 0.1% | 790 | +570 | 1.38% | Q1 2026 | Apr 15, 2026 |
| WESBANCO BANK INC | History | Reduced | 41,774 | 5,192 | 0.14% | 0.16% | 791 | -5,238 | -11.14% | Q1 2026 | Apr 21, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 41,771 | 5,192 | 1.08% | 1.07% | 792 | +1,859 | 4.66% | Q1 2026 | Apr 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 41,666 | 5,179 | 0.63% | 0.65% | 793 | -955 | -2.24% | Q1 2026 | Apr 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 41,638 | 5,176 | 0.41% | 0.37% | 794 | +1,318 | 3.27% | Q1 2026 | May 13, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 41,574 | 5,168 | 3.07% | 2.79% | 795 | +2,663 | 6.84% | Q1 2026 | Apr 14, 2026 |
| Enclave Advisors LLC | History | Reduced | 41,519 | 5,161 | 0.71% | 0.93% | 796 | -13,142 | -24.04% | Q1 2026 | Apr 13, 2026 |
| ANB BANK | History | Reduced | 41,469 | 5,155 | 2.08% | 1.98% | 797 | -58 | -0.14% | Q1 2026 | May 06, 2026 |
| ERn Financial, LLC | History | Reduced | 41,393 | 5,145 | 0.97% | 1.02% | 798 | -3,600 | -8.0% | Q1 2026 | Apr 24, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 41,307 | 5,134 | 0.44% | 0.65% | 799 | -23,261 | -36.03% | Q1 2026 | May 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 42,687 | 5,130 | 0.4% | 0.4% | 800 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 41,016 | 5,098 | 0.14% | 0.16% | 801 | -1,472 | -3.46% | Q1 2026 | Apr 09, 2026 |
| Biltmore Family Office, LLC | History | Added to | 40,929 | 5,087 | 0.71% | 0.51% | 802 | +10,148 | 32.97% | Q1 2026 | May 11, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 40,794 | 5,071 | 0.92% | 1.01% | 803 | -6,683 | -14.08% | Q1 2026 | Apr 30, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 40,611 | 5,048 | 2.13% | 5.42% | 804 | -65,821 | -61.84% | Q1 2026 | Apr 20, 2026 |
| Greenfield Savings Bank | History | Added to | 40,598 | 5,046 | 2.15% | 2.01% | 805 | +843 | 2.12% | Q1 2026 | Apr 16, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 40,590 | 5,045 | 1.89% | 1.96% | 806 | -516 | -1.26% | Q1 2026 | May 14, 2026 |
| Palisade Asset Management, LLC | History | Added to | 40,511 | 5,035 | 0.51% | 0.47% | 807 | +622 | 1.56% | Q1 2026 | Apr 14, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 37,137 | 5,034 | 4.17% | 3.78% | 808 | +565 | 1.54% | Q1 2026 | May 07, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 40,451 | 5,028 | 1.82% | 1.62% | 809 | +2,619 | 6.92% | Q1 2026 | May 07, 2026 |
| MRP Capital Investments, LLC | History | Added to | 40,386 | 5,020 | 4.37% | 3.96% | 810 | +1,086 | 2.76% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 40,123 | 4,987 | 0.05% | 0.05% | 811 | -446 | -1.1% | Q1 2026 | Apr 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 39,973 | 4,969 | 0.44% | 0.41% | 812 | +1,051 | 2.7% | Q1 2026 | May 12, 2026 |
| Centennial Bank/AR/ | History | Reduced | 39,956 | 4,966 | 1.78% | 1.94% | 813 | -695 | -1.71% | Q1 2026 | May 06, 2026 |
| Madson Wealth Advisors Inc | History | New | 39,851 | 4,953 | 4.12% | — | 814 | +39,851 | New | Q1 2026 | Apr 21, 2026 |
| Corecam AG | History | Reduced | 39,850 | 4,952 | 4.22% | 5.54% | 815 | -7,310 | -15.5% | Q1 2026 | Apr 21, 2026 |
| PKO Investment Management Joint-Stock Co | History | No change | 39,786 | 4,945 | 0.42% | 0.38% | 816 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 39,577 | 4,919 | 2.71% | 2.47% | 817 | +2,090 | 5.58% | Q1 2026 | Apr 13, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 39,480 | 4,907 | 1.96% | 1.92% | 818 | -1,526 | -3.72% | Q1 2026 | Apr 23, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 39,415 | 4,899 | 3.4% | 3.24% | 819 | -11 | -0.03% | Q1 2026 | May 08, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 366,919 | 4,873 | 0.37% | 0.37% | 820 | -41,731 | -10.21% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 39,140 | 4,865 | 0.14% | 0.12% | 821 | +3,887 | 11.03% | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 38,936 | 4,840 | 0.33% | 0.32% | 822 | -4,019 | -9.36% | Q1 2026 | May 21, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 38,880 | 4,833 | 4.34% | 3.02% | 823 | +12,659 | 48.28% | Q1 2026 | May 12, 2026 |
| Mechanics Financial Corp | History | Reduced | 38,831 | 4,827 | 2.02% | 1.83% | 824 | -2,391 | -5.8% | Q1 2026 | May 06, 2026 |
| Verde Capital Management | History | Reduced | 38,807 | 4,824 | 1.03% | 1.02% | 825 | -1,161 | -2.9% | Q1 2026 | Apr 17, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 38,814 | 4,824 | 1.5% | 1.4% | 826 | +161 | 0.42% | Q1 2026 | May 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 38,640 | 4,803 | 0.54% | 0.5% | 827 | +646 | 1.7% | Q1 2026 | Apr 16, 2026 |
| Convergence Financial, LLC | History | Reduced | 38,638 | 4,803 | 0.51% | 0.68% | 828 | -164 | -0.42% | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 38,476 | 4,782 | 0.47% | 0.43% | 829 | +1,078 | 2.88% | Q1 2026 | May 06, 2026 |
| Presper Financial Architects, LLC | History | Reduced | 38,359 | 4,768 | 2.83% | 7.2% | 830 | -67,658 | -63.82% | Q1 2026 | Apr 29, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 38,218 | 4,750 | 1.89% | 1.65% | 831 | +1,353 | 3.67% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 38,201 | 4,748 | 0.49% | 0.48% | 832 | -418 | -1.08% | Q1 2026 | May 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 38,184 | 4,746 | 0.52% | 0.96% | 833 | -32,983 | -46.35% | Q1 2026 | May 11, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 38,175 | 4,745 | 3.51% | 3.39% | 834 | -54 | -0.14% | Q1 2026 | May 15, 2026 |
| Causey Wealth LLC | History | Reduced | 38,125 | 4,739 | 2.01% | 2.47% | 835 | -3,987 | -9.47% | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 38,053 | 4,730 | 0.52% | 0.46% | 836 | +3,626 | 10.53% | Q1 2026 | Apr 15, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 37,789 | 4,697 | 3.69% | 3.69% | 837 | -1 | -0.0% | Q1 2026 | Apr 22, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 37,687 | 4,684 | 1.99% | 1.91% | 838 | +1,359 | 3.74% | Q1 2026 | May 14, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 37,635 | 4,678 | 2.37% | 3.61% | 839 | -22,003 | -36.89% | Q1 2026 | Apr 15, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 37,567 | 4,669 | 3.61% | 3.71% | 840 | -958 | -2.49% | Q1 2026 | Apr 28, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 37,495 | 4,661 | 0.73% | 0.57% | 841 | +6,792 | 22.12% | Q1 2026 | Apr 07, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 37,446 | 4,655 | 3.14% | 2.94% | 842 | +4,587 | 13.96% | Q1 2026 | May 04, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 37,411 | 4,650 | 2.23% | 2.18% | 843 | -157 | -0.42% | Q1 2026 | Apr 14, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 37,393 | 4,648 | 0.19% | 0.19% | 844 | +1,205 | 3.33% | Q1 2026 | May 07, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 37,382 | 4,646 | 2.98% | 2.95% | 845 | +920 | 2.52% | Q1 2026 | Apr 09, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 37,272 | 4,633 | 2.11% | 2.11% | 846 | -1,465 | -3.78% | Q1 2026 | Apr 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 37,170 | 4,620 | 1.28% | 1.24% | 847 | -290 | -0.77% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 36,998 | 4,599 | 0.35% | 0.32% | 848 | +1,041 | 2.9% | Q1 2026 | Apr 14, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 36,791 | 4,573 | 1.51% | 1.64% | 849 | -768 | -2.04% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 36,753 | 4,568 | 0.34% | 0.65% | 850 | -31,796 | -46.38% | Q1 2026 | Apr 27, 2026 |
| Element Wealth, LLC | History | Reduced | 36,706 | 4,562 | 1.88% | 1.95% | 851 | -2,720 | -6.9% | Q1 2026 | May 04, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 36,679 | 4,559 | 2.14% | 2.08% | 852 | -46 | -0.13% | Q1 2026 | May 07, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 36,656 | 4,556 | 0.64% | 0.59% | 853 | +2,631 | 7.73% | Q1 2026 | Apr 20, 2026 |
| SPINNAKER TRUST | History | Reduced | 36,541 | 4,542 | 0.25% | 0.24% | 854 | -593 | -1.6% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | Added to | 36,544 | 4,542 | 0.62% | 0.58% | 855 | +174 | 0.48% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 36,514 | 4,539 | 0.13% | 0.13% | 856 | -1,946 | -5.06% | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 36,157 | 4,494 | 0.25% | 0.27% | 857 | -988 | -2.66% | Q1 2026 | Apr 30, 2026 |
| Jeter Robert S II | History | New | 32,467 | 4,491 | 4.47% | — | 858 | +32,467 | New | Q1 2026 | May 11, 2026 |
| Capital Planning LLC | History | Added to | 36,106 | 4,488 | 1.46% | 1.07% | 859 | +4,697 | 14.95% | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Added to | 36,100 | 4,487 | 0.1% | 0.09% | 860 | +5,783 | 19.08% | Q1 2026 | May 04, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 36,027 | 4,478 | 3.09% | 3.11% | 861 | -1,322 | -3.54% | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | Reduced | 36,000 | 4,475 | 2.31% | 2.17% | 862 | -1,000 | -2.7% | Q1 2026 | May 08, 2026 |
| LEE DANNER & BASS INC | History | No change | 35,928 | 4,466 | 0.28% | 0.31% | 863 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 35,899 | 4,462 | 0.4% | 0.3% | 864 | -6,238 | -14.8% | Q1 2026 | May 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 35,888 | 4,461 | 0.14% | 0.13% | 865 | +1,077 | 3.09% | Q1 2026 | Apr 30, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 32,645 | 4,458 | 1.49% | 1.32% | 866 | -338 | -1.02% | Q1 2026 | Apr 28, 2026 |
| National Philanthropic Trust | History | Added to | 35,715 | 4,439 | 0.05% | 0.04% | 867 | +52 | 0.15% | Q1 2026 | May 15, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 35,694 | 4,437 | 0.93% | 0.84% | 868 | +869 | 2.5% | Q1 2026 | May 12, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 35,690 | 4,436 | 0.33% | 0.17% | 869 | +16,489 | 85.88% | Q1 2026 | May 07, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 35,680 | 4,435 | 2.36% | 2.32% | 870 | -115 | -0.32% | Q1 2026 | May 07, 2026 |
| PEOPLES BANK /OH | History | Reduced | 35,329 | 4,391 | 2.7% | 2.79% | 871 | -2,156 | -5.75% | Q1 2026 | Apr 24, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 35,217 | 4,377 | 2.0% | 1.82% | 872 | +920 | 2.68% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 35,042 | 4,356 | 0.26% | 0.24% | 873 | +1,431 | 4.26% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 34,915 | 4,340 | 0.34% | 0.27% | 874 | +4,727 | 15.66% | Q1 2026 | Apr 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 34,865 | 4,334 | 0.33% | 0.32% | 875 | +2,193 | 6.71% | Q1 2026 | Apr 22, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 34,812 | 4,327 | 0.17% | 0.16% | 876 | -37 | -0.11% | Q1 2026 | Apr 13, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 34,152 | 4,271 | 3.45% | 3.3% | 877 | +1,636 | 5.03% | Q1 2026 | Apr 08, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 34,286 | 4,262 | 2.05% | 2.06% | 878 | -1,050 | -2.97% | Q1 2026 | May 01, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 34,201 | 4,251 | 0.17% | 0.17% | 879 | -1,001 | -2.84% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 34,170 | 4,247 | 0.09% | 0.09% | 880 | -775 | -2.22% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 34,010 | 4,227 | 0.05% | 0.04% | 881 | +1,713 | 5.3% | Q1 2026 | May 05, 2026 |
| Vericrest Private Wealth | History | Added to | 33,978 | 4,223 | 3.79% | 3.53% | 882 | +946 | 2.86% | Q1 2026 | May 06, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 33,942 | 4,219 | 0.07% | 0.06% | 883 | +450 | 1.34% | Q1 2026 | May 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 33,884 | 4,212 | 1.7% | 1.61% | 884 | -123 | -0.36% | Q1 2026 | May 07, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 33,841 | 4,206 | 0.38% | 0.43% | 885 | +3,306 | 10.83% | Q1 2026 | May 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 33,829 | 4,205 | 1.68% | 1.65% | 886 | +568 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Kovack Advisors, Inc. | History | Added to | 33,769 | 4,202 | 0.22% | 0.11% | 888 | +14,290 | 73.36% | Q1 2026 | May 12, 2026 |
| NEPC LLC | History | Added to | 33,803 | 4,202 | 0.08% | 0.09% | 887 | +40 | 0.12% | Q1 2026 | May 15, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 33,789 | 4,200 | 2.92% | 3.22% | 889 | +4,899 | 16.96% | Q1 2026 | Apr 22, 2026 |
| Rothschild Wealth LLC | History | Added to | 33,702 | 4,189 | 0.38% | 0.34% | 890 | +3,963 | 13.33% | Q1 2026 | May 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 33,531 | 4,168 | 0.05% | 0.07% | 891 | -9,748 | -22.52% | Q1 2026 | May 11, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 33,485 | 4,162 | 0.29% | 0.21% | 892 | -39 | -0.12% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 34,410 | 4,159 | 0.26% | 0.21% | 893 | -2,756 | -7.42% | Q1 2026 | Apr 24, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 33,422 | 4,154 | 0.33% | 1.1% | 894 | -83,582 | -71.44% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 33,302 | 4,139 | 0.51% | 0.44% | 895 | +3,661 | 12.35% | Q1 2026 | Apr 17, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 33,152 | 4,121 | 0.36% | 0.31% | 896 | +5,128 | 18.3% | Q1 2026 | Apr 07, 2026 |
| United Bank | History | Reduced | 33,140 | 4,119 | 1.37% | 1.35% | 897 | -27 | -0.08% | Q1 2026 | May 01, 2026 |
| Canopy Partners, LLC | History | Reduced | 33,132 | 4,118 | 1.41% | 1.32% | 898 | -535 | -1.59% | Q1 2026 | May 11, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 33,118 | 4,116 | 1.32% | 1.22% | 899 | -3,605 | -9.82% | Q1 2026 | May 06, 2026 |
| WBH ADVISORY INC | History | Reduced | 32,897 | 4,109 | 0.31% | 0.31% | 900 | -1,864 | -5.36% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 33,034 | 4,106 | 0.65% | 0.6% | 901 | +5,842 | 21.48% | Q1 2026 | Apr 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 33,036 | 4,106 | 3.01% | 3.21% | 902 | -2,735 | -7.65% | Q1 2026 | Apr 02, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 33,014 | 4,103 | 0.15% | 0.15% | 903 | -2,148 | -6.11% | Q1 2026 | Apr 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 32,952 | 4,096 | 0.58% | 0.67% | 904 | -1,532 | -4.44% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 32,734 | 4,069 | 1.89% | 1.44% | 906 | +5,136 | 18.61% | Q1 2026 | May 04, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 32,734 | 4,069 | 2.51% | 2.45% | 905 | -670 | -2.01% | Q1 2026 | Apr 22, 2026 |
| Fluent Financial, LLC | History | Added to | 30,837 | 4,064 | 1.49% | 1.41% | 907 | +133 | 0.43% | Q1 2026 | Apr 15, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 32,576 | 4,049 | 1.13% | 1.08% | 908 | -468 | -1.42% | Q1 2026 | Apr 22, 2026 |
| Granite FO LLC | History | Added to | 32,570 | 4,048 | 2.4% | 2.03% | 909 | +915 | 2.89% | Q1 2026 | May 12, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 32,472 | 4,036 | 0.6% | 0.61% | 910 | -875 | -2.62% | Q1 2026 | Apr 24, 2026 |
| Abundance Wealth Counselors | History | Added to | 32,388 | 4,026 | 0.58% | 0.55% | 911 | +5,050 | 18.47% | Q1 2026 | Apr 22, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 32,346 | 4,020 | 2.56% | 2.42% | 912 | -308 | -0.94% | Q1 2026 | Apr 24, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 32,269 | 4,011 | 0.03% | 0.03% | 913 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Canal Capital Management, LLC | History | Reduced | 32,225 | 4,005 | 0.54% | 1.1% | 914 | -32,272 | -50.04% | Q1 2026 | Apr 27, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 32,125 | 3,993 | 1.95% | 1.9% | 915 | -24 | -0.07% | Q1 2026 | Apr 14, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 32,096 | 3,989 | 1.59% | 1.54% | 916 | +241 | 0.76% | Q1 2026 | Apr 29, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 32,088 | 3,988 | 1.57% | 1.54% | 917 | +221 | 0.69% | Q1 2026 | May 11, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 32,074 | 3,987 | 1.34% | 1.31% | 918 | -959 | -2.9% | Q1 2026 | Apr 03, 2026 |
| AE Wealth Management LLC | History | Added to | 31,967 | 3,973 | 0.02% | 0.02% | 919 | +3,511 | 12.34% | Q1 2026 | May 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 31,943 | 3,970 | 0.18% | 0.21% | 920 | +730 | 2.34% | Q1 2026 | Apr 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 31,836 | 3,957 | 1.21% | 0.58% | 921 | +17,483 | 121.81% | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 31,782 | 3,950 | 0.12% | 0.13% | 922 | -2,078 | -6.14% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 31,594 | 3,927 | 0.29% | 0.31% | 923 | -6,192 | -16.39% | Q1 2026 | Apr 20, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 31,539 | 3,920 | 0.43% | 0.4% | 924 | -81 | -0.26% | Q1 2026 | Apr 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 31,507 | 3,916 | 0.0% | 0.0% | 925 | +3,772 | 13.6% | Q1 2026 | May 13, 2026 |
| Corundum Trust Company, INC | History | Added to | 31,502 | 3,916 | 8.94% | 8.23% | 926 | +1,420 | 4.72% | Q1 2026 | Apr 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 31,446 | 3,909 | 0.77% | 1.18% | 927 | -15,240 | -32.64% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 31,216 | 3,904 | 1.08% | 1.09% | 928 | +291 | 0.94% | Q1 2026 | Apr 08, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 31,384 | 3,901 | 0.42% | 0.36% | 929 | +1,496 | 5.01% | Q1 2026 | Apr 21, 2026 |
| Alpha Financial Partners LLC | History | Reduced | 31,350 | 3,897 | 2.31% | 2.38% | 930 | -1,117 | -3.44% | Q1 2026 | May 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 31,283 | 3,888 | 0.02% | 0.02% | 931 | -564 | -1.77% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 31,236 | 3,882 | 0.16% | 0.16% | 932 | -1,050 | -3.25% | Q1 2026 | May 12, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 31,181 | 3,876 | 4.69% | 3.9% | 933 | -15 | -0.05% | Q1 2026 | May 15, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 30,883 | 3,839 | 3.56% | 3.5% | 934 | -329 | -1.05% | Q1 2026 | Apr 24, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 30,742 | 3,822 | 0.12% | 0.11% | 935 | -1,248 | -3.9% | Q1 2026 | Apr 24, 2026 |
| Coral Wealth Management, LLC | History | New | 30,696 | 3,816 | 4.27% | — | 936 | +30,696 | New | Q1 2026 | May 15, 2026 |
| Baron Financial Group, LLC | History | Reduced | 30,683 | 3,814 | 2.06% | 2.04% | 937 | -974 | -3.08% | Q1 2026 | Apr 09, 2026 |
| VANGUARD GROUP INC | History | No change | 31,735 | 3,813 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 30,638 | 3,808 | 1.68% | 1.66% | 939 | +655 | 2.18% | Q1 2026 | May 08, 2026 |
| Hi-Line Capital Management, LLC | History | Added to | 30,556 | 3,798 | 1.19% | 1.09% | 940 | +3,333 | 12.24% | Q1 2026 | Apr 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 30,504 | 3,791 | 0.01% | 0.01% | 941 | -2,345 | -7.14% | Q1 2026 | May 15, 2026 |
| M3 Wealth Management, LLC | History | Added to | 30,485 | 3,789 | 2.92% | 2.62% | 942 | +3,750 | 14.03% | Q1 2026 | May 05, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 30,469 | 3,787 | 3.4% | 4.39% | 943 | +5,820 | 23.61% | Q1 2026 | May 11, 2026 |
| Eley Financial Management, Inc | History | Added to | 30,451 | 3,785 | 1.37% | 1.3% | 944 | +440 | 1.47% | Q1 2026 | May 19, 2026 |
| First Western Trust Bank | History | Added to | 30,391 | 3,777 | 0.19% | 0.18% | 945 | +120 | 0.4% | Q1 2026 | May 12, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 30,319 | 3,769 | 0.62% | 0.52% | 946 | +4,436 | 17.14% | Q1 2026 | May 14, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 30,292 | 3,765 | 2.65% | 2.53% | 947 | +678 | 2.29% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 30,269 | 3,762 | 0.17% | 0.16% | 949 | +1,565 | 5.45% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 30,263 | 3,762 | 0.18% | 0.16% | 948 | +484 | 1.63% | Q1 2026 | May 18, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 30,222 | 3,756 | 0.07% | 0.07% | 950 | -287 | -0.94% | Q1 2026 | Apr 15, 2026 |
| Midwest Financial Group LLC | History | Reduced | 30,187 | 3,752 | 1.6% | 1.62% | 951 | -413 | -1.35% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 30,136 | 3,746 | 0.18% | 0.18% | 952 | -4 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 30,069 | 3,737 | 2.84% | 3.18% | 954 | -1,537 | -4.86% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 30,064 | 3,737 | 0.07% | 0.07% | 953 | -1,137 | -3.64% | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | Added to | 30,023 | 3,732 | 0.2% | 0.16% | 955 | +6,091 | 25.45% | Q1 2026 | May 13, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | No change | 30,000 | 3,729 | 0.26% | 0.29% | 956 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 29,921 | 3,719 | 1.05% | 1.09% | 957 | -2,801 | -8.56% | Q1 2026 | Apr 10, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 29,901 | 3,717 | 0.27% | 0.24% | 958 | +29,116 | 3709.04% | Q1 2026 | May 21, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 29,672 | 3,688 | 3.25% | 4.01% | 959 | +736 | 2.54% | Q1 2026 | May 08, 2026 |
| 1015 Capital Partners, LLC | History | Reduced | 29,628 | 3,683 | 3.58% | 3.5% | 960 | -77 | -0.26% | Q1 2026 | May 11, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 29,342 | 3,647 | 0.51% | 0.51% | 961 | -2,624 | -8.21% | Q1 2026 | Apr 13, 2026 |
| ASL Financial, LLC | History | Reduced | 29,246 | 3,635 | 2.9% | 2.81% | 962 | -531 | -1.78% | Q1 2026 | Apr 09, 2026 |
| Vanguard National Trust Co | History | New | 29,118 | 3,619 | 0.23% | — | 964 | +29,118 | New | Q1 2026 | May 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 30,116 | 3,619 | 0.23% | 0.23% | 963 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SIGNATUREFD, LLC | History | Added to | 29,067 | 3,613 | 0.06% | 0.01% | 965 | +22,701 | 356.6% | Q1 2026 | Apr 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 28,965 | 3,600 | 0.5% | 0.49% | 966 | -589 | -1.99% | Q1 2026 | Apr 24, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 28,905 | 3,592 | 0.04% | 0.05% | 967 | -12,153 | -29.6% | Q1 2026 | Apr 20, 2026 |
| Asset Management Group, Inc. | History | Added to | 28,889 | 3,591 | 0.58% | 0.56% | 968 | +99 | 0.34% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 28,818 | 3,582 | 0.26% | 0.29% | 969 | -8,776 | -23.34% | Q1 2026 | Apr 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 28,713 | 3,569 | 0.23% | 0.23% | 970 | -1,443 | -4.79% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 28,515 | 3,544 | 0.28% | 0.3% | 971 | -3,509 | -10.96% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 28,501 | 3,542 | 1.55% | 1.62% | 972 | -1,201 | -4.04% | Q1 2026 | Apr 27, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 28,477 | 3,539 | 0.68% | 0.61% | 973 | +1,945 | 7.33% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 28,468 | 3,538 | 0.83% | 0.79% | 974 | +1,629 | 6.07% | Q1 2026 | May 06, 2026 |
| Well Done, LLC | History | Added to | 28,461 | 3,537 | 0.52% | 0.48% | 975 | +1,545 | 5.74% | Q1 2026 | Apr 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 28,434 | 3,534 | 0.24% | 0.25% | 976 | -2,935 | -9.36% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 28,318 | 3,520 | 0.18% | 0.32% | 977 | -32,726 | -53.61% | Q1 2026 | Apr 28, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 28,310 | 3,519 | 1.66% | 1.48% | 978 | -168 | -0.59% | Q1 2026 | May 14, 2026 |
| Viewpoint Capital Management LLC | History | No change | 28,269 | 3,514 | 1.64% | 1.47% | 979 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| YANKCOM Partnership | History | Added to | 28,245 | 3,511 | 1.44% | 1.39% | 980 | +996 | 3.66% | Q1 2026 | Apr 20, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 28,240 | 3,510 | 1.26% | 1.11% | 981 | +2,709 | 10.61% | Q1 2026 | Apr 23, 2026 |
| Destiny Capital Corp/CO | History | Added to | 28,006 | 3,481 | 1.85% | 1.7% | 982 | +555 | 2.02% | Q1 2026 | May 11, 2026 |
| Trust Point Inc. | History | Added to | 27,951 | 3,474 | 0.3% | 0.03% | 983 | +24,583 | 729.9% | Q1 2026 | Apr 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 27,678 | 3,440 | 0.19% | 0.19% | 984 | +313 | 1.14% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 27,659 | 3,438 | 0.46% | 0.45% | 985 | +1,028 | 3.86% | Q1 2026 | Apr 20, 2026 |
| CoreFirst Bank & Trust | History | No change | 28,605 | 3,437 | 1.86% | 1.86% | 986 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 27,612 | 3,432 | 0.33% | 0.32% | 987 | +253 | 0.92% | Q1 2026 | Apr 15, 2026 |
| FARMERS TRUST CO | History | Added to | 27,558 | 3,425 | 0.54% | 0.51% | 988 | +1,516 | 5.82% | Q1 2026 | Apr 07, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 27,451 | 3,412 | 0.35% | 0.37% | 989 | -1,424 | -4.93% | Q1 2026 | May 06, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 27,430 | 3,409 | 0.06% | 0.08% | 990 | -6,943 | -20.2% | Q1 2026 | Apr 16, 2026 |
| HUB Investment Partners, LLC | History | Added to | 27,422 | 3,408 | 0.08% | 0.07% | 991 | +4,041 | 17.28% | Q1 2026 | May 15, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 27,386 | 3,404 | 0.73% | 0.75% | 992 | -641 | -2.29% | Q1 2026 | Apr 13, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 27,294 | 3,392 | 0.09% | 0.09% | 993 | -107 | -0.39% | Q1 2026 | May 07, 2026 |
| DBK Financial Counsel, LLC | History | No change | 28,123 | 3,379 | 2.59% | 2.59% | 994 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 27,054 | 3,363 | 0.2% | 0.18% | 995 | +1,175 | 4.54% | Q1 2026 | Apr 30, 2026 |
| EWA, LLC | History | Reduced | 27,041 | 3,361 | 0.76% | 1.27% | 996 | -16,151 | -37.39% | Q1 2026 | Apr 23, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 27,027 | 3,359 | 1.01% | 1.01% | 997 | -316 | -1.16% | Q1 2026 | Apr 29, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 27,006 | 3,357 | 2.26% | 2.1% | 998 | -100 | -0.37% | Q1 2026 | May 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 26,717 | 3,321 | 0.34% | 0.31% | 999 | -173 | -0.64% | Q1 2026 | Apr 28, 2026 |
| JHP Wealth Management, LLC | History | Added to | 26,648 | 3,312 | 3.17% | 2.18% | 1000 | +7,880 | 41.99% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 26,598 | 3,306 | 0.21% | 0.2% | 1001 | +557 | 2.14% | Q1 2026 | Apr 27, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 26,426 | 3,285 | 1.38% | 1.53% | 1002 | -3,699 | -12.28% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 26,405 | 3,282 | 0.55% | 0.58% | 1003 | -2,258 | -7.88% | Q1 2026 | Apr 21, 2026 |
| Westmount Partners, LLC | History | Added to | 26,302 | 3,269 | 0.8% | 0.78% | 1004 | +250 | 0.96% | Q1 2026 | Apr 16, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 26,279 | 3,266 | 0.27% | 0.28% | 1005 | -1,976 | -6.99% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | Added to | 26,238 | 3,261 | 0.15% | 0.14% | 1006 | +2,397 | 10.05% | Q1 2026 | Apr 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 26,161 | 3,252 | 0.36% | 0.31% | 1007 | +1,387 | 5.6% | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | Added to | 26,098 | 3,244 | 0.25% | 0.18% | 1008 | +16,585 | 174.34% | Q1 2026 | Apr 28, 2026 |
| Park Place Capital Corp | History | Reduced | 26,099 | 3,244 | 0.65% | 0.66% | 1009 | -455 | -1.71% | Q1 2026 | Apr 09, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 26,021 | 3,234 | 0.35% | 0.27% | 1010 | +2,550 | 10.86% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 26,014 | 3,233 | 2.77% | 2.75% | 1011 | -358 | -1.36% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 25,887 | 3,218 | 0.16% | 0.16% | 1012 | -84 | -0.32% | Q1 2026 | Apr 23, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 25,869 | 3,215 | 0.68% | 0.58% | 1013 | +2,760 | 11.94% | Q1 2026 | Apr 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 25,843 | 3,212 | 0.07% | 0.06% | 1014 | -302 | -1.16% | Q1 2026 | May 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 25,731 | 3,198 | 0.87% | 0.79% | 1015 | -995 | -3.72% | Q1 2026 | Apr 28, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 25,264 | 3,140 | 2.64% | 2.59% | 1016 | -802 | -3.08% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Reduced | 25,228 | 3,136 | 0.06% | 0.06% | 1017 | -4,147 | -14.12% | Q1 2026 | Apr 16, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 25,169 | 3,128 | 0.27% | 0.23% | 1018 | +2,804 | 12.54% | Q1 2026 | May 07, 2026 |
| TPG Advisors LLC | History | Reduced | 25,161 | 3,127 | 1.95% | 1.93% | 1019 | -652 | -2.53% | Q1 2026 | Apr 22, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 25,079 | 3,117 | 0.59% | 0.53% | 1021 | -1,241 | -4.72% | Q1 2026 | May 20, 2026 |
| CVA Family Office, LLC | History | Added to | 25,078 | 3,117 | 0.33% | 0.33% | 1020 | +1,036 | 4.31% | Q1 2026 | Apr 29, 2026 |
| True North Advisors, LLC | History | Added to | 25,064 | 3,115 | 0.36% | 0.15% | 1023 | +15,311 | 156.99% | Q1 2026 | May 07, 2026 |
| Westside Investment Management, Inc. | History | Added to | 25,063 | 3,115 | 0.48% | 0.47% | 1022 | +674 | 2.76% | Q1 2026 | May 04, 2026 |
| Keystone Financial Group | History | Added to | 23,879 | 3,107 | 0.21% | 0.21% | 1024 | +319 | 1.35% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 24,963 | 3,103 | 0.17% | 0.18% | 1025 | -826 | -3.2% | Q1 2026 | Apr 24, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 24,935 | 3,099 | 1.03% | 1.14% | 1027 | -4,281 | -14.65% | Q1 2026 | May 06, 2026 |
| Wealthquest Corp | History | No change | 25,787 | 3,099 | 0.23% | 0.23% | 1026 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 24,897 | 3,094 | 0.21% | 0.2% | 1028 | +620 | 2.55% | Q1 2026 | May 15, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 24,781 | 3,080 | 0.88% | 0.82% | 1029 | -89 | -0.36% | Q1 2026 | Apr 28, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 24,720 | 3,072 | 2.64% | 2.85% | 1030 | -5,139 | -17.21% | Q1 2026 | Apr 28, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 24,642 | 3,063 | 0.8% | 0.8% | 1031 | -1,324 | -5.1% | Q1 2026 | May 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 24,596 | 3,057 | 0.34% | 0.33% | 1032 | -392 | -1.57% | Q1 2026 | Apr 29, 2026 |
| UNION SAVINGS BANK | History | Added to | 24,558 | 3,052 | 1.34% | 1.24% | 1033 | +773 | 3.25% | Q1 2026 | Apr 17, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 24,525 | 3,048 | 3.05% | 2.98% | 1034 | -105 | -0.43% | Q1 2026 | Apr 16, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 24,427 | 3,036 | 1.77% | 1.56% | 1035 | +1,675 | 7.36% | Q1 2026 | Apr 16, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 24,283 | 3,035 | 1.01% | 1.19% | 1036 | -3,837 | -13.65% | Q1 2026 | May 11, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 24,238 | 3,013 | 0.49% | 0.45% | 1037 | +1,840 | 8.22% | Q1 2026 | Apr 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 24,184 | 3,006 | 0.04% | 0.05% | 1038 | -3,765 | -13.47% | Q1 2026 | May 05, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 24,129 | 2,999 | 0.03% | 0.03% | 1039 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Montis Financial, LLC | History | Added to | 24,087 | 2,994 | 0.62% | 0.56% | 1040 | +493 | 2.09% | Q1 2026 | May 11, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 23,945 | 2,976 | 1.06% | 0.83% | 1041 | +4,574 | 23.61% | Q1 2026 | Apr 22, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 23,935 | 2,975 | 0.43% | — | 1042 | +23,935 | New | Q1 2026 | May 15, 2026 |
| New Hampshire Trust | History | Reduced | 23,893 | 2,970 | 0.6% | 0.64% | 1043 | -3,316 | -12.19% | Q1 2026 | Apr 20, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 23,850 | 2,964 | 0.91% | 0.83% | 1044 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GW&K Investment Management, LLC | History | Added to | 23,792 | 2,958 | 0.03% | 0.02% | 1045 | +2,484 | 11.66% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 23,606 | 2,934 | 0.02% | 0.02% | 1046 | -950 | -3.87% | Q1 2026 | May 14, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 23,595 | 2,933 | 1.13% | 1.15% | 1047 | -1,082 | -4.38% | Q1 2026 | Apr 29, 2026 |
| United Community Bank | History | Reduced | 23,541 | 2,926 | 0.98% | 1.18% | 1048 | -2,348 | -9.07% | Q1 2026 | Apr 24, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 23,513 | 2,920 | 0.22% | 0.17% | 1049 | +125 | 0.53% | Q1 2026 | May 20, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 23,439 | 2,913 | 0.28% | 0.27% | 1050 | -65 | -0.28% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 23,263 | 2,891 | 0.08% | 0.1% | 1051 | -4,755 | -16.97% | Q1 2026 | May 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 23,236 | 2,888 | 1.13% | 1.08% | 1052 | +41 | 0.18% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 22,968 | 2,855 | 0.32% | 0.38% | 1054 | -4,211 | -15.49% | Q1 2026 | May 14, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 22,969 | 2,855 | 0.67% | 0.63% | 1053 | +684 | 3.07% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Reduced | 22,838 | 2,838 | 0.08% | 0.08% | 1055 | -122 | -0.53% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 22,723 | 2,838 | 0.0% | 0.0% | 1056 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RoundAngle Advisors LLC | History | Added to | 22,826 | 2,837 | 2.12% | 1.96% | 1057 | +461 | 2.06% | Q1 2026 | Apr 08, 2026 |
| TANAKA CAPITAL MANAGEMENT INC | History | Added to | 220,216 | 2,836 | 4.74% | 1.58% | 1058 | +125,357 | 132.15% | Q1 2026 | May 18, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 22,701 | 2,821 | 0.4% | 0.36% | 1059 | +834 | 3.81% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 22,682 | 2,819 | 0.2% | 0.2% | 1060 | -73 | -0.32% | Q1 2026 | May 15, 2026 |
| Independent Family Office, LLC | History | Added to | 22,654 | 2,816 | 1.16% | 1.07% | 1061 | +1,387 | 6.52% | Q1 2026 | May 15, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 22,580 | 2,806 | 0.31% | 0.43% | 1062 | -11,663 | -34.06% | Q1 2026 | May 05, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 22,555 | 2,804 | 1.49% | 1.43% | 1063 | -9 | -0.04% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 22,536 | 2,801 | 0.11% | 0.12% | 1064 | -780 | -3.35% | Q1 2026 | May 12, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 22,454 | 2,791 | 0.59% | 0.61% | 1065 | +30 | 0.13% | Q1 2026 | May 08, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 22,428 | 2,788 | 0.07% | 0.08% | 1066 | -1,687 | -7.0% | Q1 2026 | Apr 16, 2026 |
| VeraBank, N.A. | History | Added to | 22,423 | 2,787 | 0.51% | 0.48% | 1067 | +415 | 1.89% | Q1 2026 | May 11, 2026 |
| Mechanics Bank Trust Department | History | Added to | 22,419 | 2,786 | 0.39% | 0.31% | 1068 | +2,823 | 14.41% | Q1 2026 | Apr 09, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 22,410 | 2,785 | 2.18% | 2.1% | 1069 | -951 | -4.07% | Q1 2026 | Apr 13, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 22,390 | 2,783 | 2.91% | 3.08% | 1070 | -2,682 | -10.7% | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 22,387 | 2,782 | 0.36% | 0.39% | 1071 | -1,281 | -5.41% | Q1 2026 | Apr 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 22,362 | 2,779 | 0.62% | 0.64% | 1072 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RVW Wealth, LLC | History | Added to | 22,329 | 2,775 | 0.22% | 0.2% | 1073 | +1 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Capital Squared Financial LLC | History | Added to | 22,237 | 2,764 | 2.11% | 1.99% | 1074 | +998 | 4.7% | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 22,211 | 2,761 | 0.32% | 0.24% | 1075 | +7,553 | 51.53% | Q1 2026 | May 15, 2026 |
| Astra Wealth Partners LLC | History | Added to | 22,121 | 2,749 | 1.64% | 1.48% | 1076 | +1,177 | 5.62% | Q1 2026 | May 06, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 22,094 | 2,746 | 1.93% | 1.94% | 1077 | -21 | -0.09% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 22,089 | 2,745 | 0.3% | 0.29% | 1078 | -257 | -1.15% | Q1 2026 | May 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 22,052 | 2,741 | 0.42% | 0.45% | 1079 | -1,062 | -4.59% | Q1 2026 | May 07, 2026 |
| SYON CAPITAL LLC | History | Reduced | 21,961 | 2,729 | 0.14% | 0.14% | 1080 | -860 | -3.77% | Q1 2026 | May 13, 2026 |
| Elm Partners Management LLC | History | Added to | 22,514 | 2,721 | 0.12% | 0.11% | 1081 | +1,469 | 6.98% | Q1 2026 | May 13, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 21,828 | 2,713 | 0.78% | 0.75% | 1082 | -157 | -0.71% | Q1 2026 | Apr 17, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 21,796 | 2,709 | 0.35% | 0.36% | 1083 | -25 | -0.11% | Q1 2026 | May 12, 2026 |
| Family Office Research LLC | History | Added to | 21,728 | 2,700 | 1.17% | 1.04% | 1084 | +868 | 4.16% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 21,689 | 2,696 | 0.08% | 0.11% | 1085 | -5,609 | -20.55% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Reduced | 21,674 | 2,694 | 0.13% | 0.13% | 1086 | -961 | -4.25% | Q1 2026 | May 05, 2026 |
| FINANCIAL COUNSELORS INC | History | Reduced | 21,639 | 2,689 | 3.79% | 3.61% | 1087 | -31 | -0.14% | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 21,624 | 2,688 | 2.36% | 2.31% | 1088 | +133 | 0.62% | Q1 2026 | May 06, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 21,623 | 2,687 | 0.76% | 0.73% | 1089 | -962 | -4.26% | Q1 2026 | Apr 16, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 21,586 | 2,683 | 1.65% | 1.58% | 1090 | +2,256 | 11.67% | Q1 2026 | May 05, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 21,515 | 2,674 | 1.58% | 4.26% | 1091 | -41,544 | -65.88% | Q1 2026 | Apr 07, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 21,508 | 2,673 | 0.15% | 0.14% | 1092 | -90 | -0.42% | Q1 2026 | May 01, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 21,371 | 2,656 | 0.35% | 0.37% | 1093 | -1,768 | -7.64% | Q1 2026 | Apr 21, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 21,349 | 2,653 | 0.26% | 0.29% | 1094 | -2,968 | -12.21% | Q1 2026 | May 14, 2026 |
| Intrinsic Value Partners, LLC | History | Added to | 21,326 | 2,651 | 2.04% | 1.82% | 1095 | +1,090 | 5.39% | Q1 2026 | Apr 28, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 21,278 | 2,645 | 0.03% | 0.03% | 1096 | +868 | 4.25% | Q1 2026 | May 07, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 21,186 | 2,633 | 0.36% | 0.37% | 1097 | -677 | -3.1% | Q1 2026 | Apr 14, 2026 |
| AMES NATIONAL CORP | History | Added to | 21,146 | 2,628 | 1.58% | 1.43% | 1098 | +870 | 4.29% | Q1 2026 | May 12, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 19,369 | 2,626 | 0.5% | 0.46% | 1099 | +595 | 3.17% | Q1 2026 | Apr 29, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 21,043 | 2,615 | 0.5% | 0.48% | 1100 | -217 | -1.02% | Q1 2026 | Apr 22, 2026 |
| Busey Bank | History | Reduced | 20,885 | 2,596 | 0.07% | 0.07% | 1101 | -2,182 | -9.46% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 20,890 | 2,596 | 0.77% | 0.74% | 1102 | -92 | -0.44% | Q1 2026 | Apr 22, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 20,854 | 2,592 | 1.87% | 1.9% | 1103 | -737 | -3.41% | Q1 2026 | May 07, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 20,818 | 2,587 | 0.08% | 0.07% | 1104 | +849 | 4.25% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 20,721 | 2,575 | 0.15% | 0.15% | 1105 | -272 | -1.3% | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 20,718 | 2,575 | 0.14% | 0.14% | 1106 | -132 | -0.63% | Q1 2026 | Apr 08, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 20,681 | 2,570 | 0.01% | 0.01% | 1107 | -156 | -0.75% | Q1 2026 | May 15, 2026 |
| LCW Services, LLC | History | Reduced | 20,627 | 2,564 | 1.27% | 5.68% | 1109 | -68,171 | -76.77% | Q1 2026 | Apr 27, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 20,634 | 2,564 | 0.09% | 0.08% | 1108 | +1,109 | 5.68% | Q1 2026 | Apr 22, 2026 |
| CRA Financial Services, LLC | History | Reduced | 20,592 | 2,559 | 0.33% | 0.34% | 1110 | -1,307 | -5.97% | Q1 2026 | Apr 09, 2026 |
| NOVEM GROUP | History | Reduced | 20,579 | 2,558 | 0.29% | 0.29% | 1111 | -80 | -0.39% | Q1 2026 | Apr 10, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 20,506 | 2,549 | 1.04% | 1.01% | 1112 | -185 | -0.89% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 18,727 | 2,542 | 0.07% | 0.03% | 1114 | +13,171 | 237.06% | Q1 2026 | May 14, 2026 |
| Narwhal Capital Management | History | No change | 20,450 | 2,542 | 0.19% | 0.18% | 1113 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 20,424 | 2,538 | 1.37% | 1.28% | 1115 | +54 | 0.27% | Q1 2026 | May 14, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 20,408 | 2,536 | 1.3% | — | 1116 | +20,408 | New | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 20,385 | 2,534 | 0.34% | 0.33% | 1117 | -10 | -0.05% | Q1 2026 | Apr 09, 2026 |
| RiverGlades Family Offices LLC | History | New | 20,363 | 2,531 | 1.49% | — | 1118 | +20,363 | New | Q1 2026 | May 13, 2026 |
| David J Yvars Group | History | Reduced | 20,328 | 2,526 | 1.41% | 1.3% | 1119 | -43 | -0.21% | Q1 2026 | Apr 08, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Reduced | 20,298 | 2,523 | 1.52% | 1.47% | 1120 | -1,026 | -4.81% | Q1 2026 | May 11, 2026 |
| LOM Asset Management Ltd | History | Added to | 20,226 | 2,514 | 0.72% | 0.69% | 1121 | +472 | 2.39% | Q1 2026 | May 05, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 20,142 | 2,503 | 0.56% | 0.57% | 1122 | -151 | -0.74% | Q1 2026 | Apr 21, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 20,093 | 2,497 | 0.81% | 0.86% | 1124 | -2,037 | -9.2% | Q1 2026 | Apr 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 20,088 | 2,497 | 0.29% | 0.26% | 1123 | +1,096 | 5.77% | Q1 2026 | May 14, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 20,086 | 2,496 | 3.93% | 5.5% | 1125 | -5,477 | -21.43% | Q1 2026 | Apr 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 20,025 | 2,489 | 0.01% | 0.01% | 1126 | -175 | -0.87% | Q1 2026 | May 07, 2026 |
| Illinois Municipal Retirement Fund | History | New | 20,000 | 2,486 | 0.03% | — | 1127 | +20,000 | New | Q1 2026 | May 05, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 19,981 | 2,483 | 0.82% | 0.87% | 1128 | +166 | 0.84% | Q1 2026 | May 12, 2026 |
| Mann Financial Group, Inc. | History | Added to | 19,937 | 2,478 | 2.33% | 2.06% | 1130 | +2,204 | 12.43% | Q1 2026 | Apr 24, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 19,942 | 2,478 | 1.98% | 1.95% | 1129 | +370 | 1.89% | Q1 2026 | May 04, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 19,896 | 2,473 | 0.26% | 0.35% | 1131 | -6,113 | -23.5% | Q1 2026 | Apr 20, 2026 |
| DAVIS R M INC | History | Reduced | 19,875 | 2,470 | 0.04% | 0.04% | 1132 | -1,620 | -7.54% | Q1 2026 | May 13, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 18,211 | 2,469 | 0.59% | 0.58% | 1133 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 19,810 | 2,462 | 1.03% | 0.93% | 1134 | -1 | -0.01% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 19,781 | 2,459 | 0.0% | 0.0% | 1135 | -12,554 | -38.82% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 19,700 | 2,448 | 0.01% | 0.0% | 1136 | +11,200 | 131.76% | Q1 2026 | May 08, 2026 |
| Gerald Baker Financial Group LLC | History | New | 19,637 | 2,441 | 0.77% | — | 1137 | +19,637 | New | Q1 2026 | May 06, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 19,605 | 2,437 | 0.62% | 0.56% | 1138 | +1,834 | 10.32% | Q1 2026 | Apr 07, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 18,386 | 2,434 | 0.33% | 0.31% | 1139 | +4,731 | 34.65% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | Reduced | 19,517 | 2,426 | 0.2% | 0.23% | 1140 | -1,708 | -8.05% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 19,459 | 2,418 | 0.08% | 0.08% | 1141 | -240 | -1.22% | Q1 2026 | May 15, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 19,397 | 2,411 | 1.23% | 1.17% | 1142 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 19,378 | 2,408 | 0.29% | 0.27% | 1143 | +689 | 3.69% | Q1 2026 | May 14, 2026 |
| Plancorp, LLC | History | Added to | 18,373 | 2,392 | 0.07% | 0.07% | 1144 | +366 | 2.03% | Q1 2026 | Apr 14, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 19,210 | 2,387 | 1.53% | 1.48% | 1145 | -298 | -1.53% | Q1 2026 | Apr 22, 2026 |
| Tranquility Partners, LLC | History | Added to | 19,180 | 2,384 | 0.9% | 0.8% | 1146 | +760 | 4.13% | Q1 2026 | Apr 20, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 19,161 | 2,381 | 2.39% | 2.82% | 1147 | -4,007 | -17.3% | Q1 2026 | May 15, 2026 |
| BXM Wealth LLC | History | Added to | 19,103 | 2,374 | 1.83% | 1.77% | 1148 | +2 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 19,071 | 2,370 | 1.59% | 1.53% | 1149 | +441 | 2.37% | Q1 2026 | May 07, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 18,991 | 2,360 | 0.1% | 0.09% | 1150 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Balentine LLC | History | Reduced | 18,889 | 2,348 | 0.09% | 0.1% | 1151 | -2,336 | -11.01% | Q1 2026 | Apr 24, 2026 |
| Missouri Trust & Investment Co | History | Added to | 18,868 | 2,345 | 0.69% | 0.65% | 1152 | +495 | 2.69% | Q1 2026 | May 14, 2026 |
| RMR Wealth Builders | History | Reduced | 18,852 | 2,343 | 0.18% | 0.5% | 1153 | -33,619 | -64.07% | Q1 2026 | Apr 22, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 18,848 | 2,342 | 1.37% | 0.21% | 1154 | +15,481 | 459.79% | Q1 2026 | May 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 18,777 | 2,334 | 0.24% | 0.24% | 1155 | -1,212 | -6.06% | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 18,527 | 2,303 | 0.0% | 0.0% | 1156 | +1,920 | 11.56% | Q1 2026 | May 08, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 18,527 | 2,303 | 0.68% | 0.67% | 1157 | -774 | -4.01% | Q1 2026 | Apr 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 18,506 | 2,300 | 0.6% | 0.62% | 1158 | -28 | -0.15% | Q1 2026 | May 06, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 18,478 | 2,296 | 0.32% | 0.3% | 1159 | +259 | 1.42% | Q1 2026 | Apr 13, 2026 |
| Caprock Group, LLC | History | Added to | 18,468 | 2,295 | 0.06% | 0.04% | 1160 | +1,507 | 8.89% | Q1 2026 | May 11, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 18,462 | 2,294 | 0.09% | 0.08% | 1161 | +207 | 1.13% | Q1 2026 | May 14, 2026 |
| Synergy Asset Management, LLC | History | Added to | 18,403 | 2,287 | 0.24% | 0.06% | 1162 | +13,920 | 310.51% | Q1 2026 | May 13, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 18,384 | 2,285 | 0.55% | 0.6% | 1163 | -734 | -3.84% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 18,372 | 2,283 | 0.98% | 1.1% | 1164 | -2,724 | -12.91% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 18,349 | 2,281 | 0.04% | 0.04% | 1165 | -328 | -1.76% | Q1 2026 | May 14, 2026 |
| St. Clair Advisors, LLC | History | Added to | 18,327 | 2,278 | 0.61% | 0.51% | 1166 | +1,933 | 11.79% | Q1 2026 | Apr 23, 2026 |
| Expressive Wealth LLC | History | Reduced | 16,374 | 2,274 | 2.17% | 2.38% | 1168 | -1,950 | -10.64% | Q1 2026 | May 11, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 18,298 | 2,274 | 0.59% | 0.57% | 1167 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 18,286 | 2,273 | 0.6% | 0.64% | 1169 | -1,078 | -5.57% | Q1 2026 | Apr 21, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 18,246 | 2,268 | 0.04% | 0.03% | 1170 | -357 | -1.92% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 18,729 | 2,263 | 0.08% | 0.1% | 1171 | -2,170 | -10.38% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 18,200 | 2,262 | 0.81% | — | 1172 | +18,200 | New | Q1 2026 | May 13, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 18,159 | 2,257 | 0.69% | 0.67% | 1173 | -63 | -0.35% | Q1 2026 | Apr 21, 2026 |
| Intrua Financial, LLC | History | Reduced | 18,149 | 2,256 | 0.23% | 0.23% | 1174 | -303 | -1.64% | Q1 2026 | Apr 23, 2026 |
| EASTERN BANK | History | Added to | 18,114 | 2,251 | 0.04% | 0.04% | 1175 | +1,225 | 7.25% | Q1 2026 | Apr 07, 2026 |
| Quantbot Technologies LP | History | New | 18,056 | 2,244 | 0.09% | — | 1176 | +18,056 | New | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 17,209 | 2,240 | 0.27% | 0.26% | 1177 | +933 | 5.73% | Q1 2026 | Apr 22, 2026 |
| Bison Wealth, LLC | History | Added to | 16,447 | 2,224 | 0.21% | 0.22% | 1178 | +520 | 3.26% | Q1 2026 | May 15, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 17,827 | 2,216 | 0.29% | 0.27% | 1179 | -1,483 | -7.68% | Q1 2026 | Apr 10, 2026 |
| Dougherty Wealth Advisers LLC | History | No change | 17,711 | 2,201 | 1.4% | 1.2% | 1180 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 17,701 | 2,200 | 0.06% | 0.05% | 1181 | +267 | 1.53% | Q1 2026 | Apr 27, 2026 |
| FULTON BANK, N.A. | History | Added to | 17,686 | 2,198 | 0.08% | 0.07% | 1182 | +1,902 | 12.05% | Q1 2026 | Apr 24, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 17,657 | 2,194 | 1.28% | 1.1% | 1183 | +2,232 | 14.47% | Q1 2026 | May 13, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 17,642 | 2,193 | 0.1% | 0.1% | 1184 | -186 | -1.04% | Q1 2026 | Apr 20, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 16,112 | 2,185 | 0.34% | 0.35% | 1185 | -963 | -5.64% | Q1 2026 | Apr 23, 2026 |
| SWP FINANCIAL LLC | History | Added to | 17,560 | 2,182 | 1.11% | 1.04% | 1186 | +352 | 2.05% | Q1 2026 | Apr 17, 2026 |
| Zhang Financial LLC | History | Added to | 17,477 | 2,172 | 0.08% | 0.08% | 1187 | +71 | 0.41% | Q1 2026 | May 06, 2026 |
| ABLE Financial Group, LLC | History | Added to | 17,370 | 2,159 | 0.42% | 0.37% | 1188 | +2,061 | 13.46% | Q1 2026 | Apr 20, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 17,348 | 2,156 | 0.41% | 0.41% | 1189 | -465 | -2.61% | Q1 2026 | Apr 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 17,339 | 2,155 | 0.02% | 0.01% | 1190 | +8,719 | 101.15% | Q1 2026 | Apr 27, 2026 |
| VIAWEALTH, LLC | History | Added to | 17,321 | 2,153 | 1.2% | 1.17% | 1191 | +3 | 0.02% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Added to | 17,488 | 2,135 | 0.16% | 0.13% | 1192 | +2,902 | 19.9% | Q1 2026 | May 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 17,145 | 2,131 | 0.21% | 0.19% | 1193 | -161 | -0.93% | Q1 2026 | May 01, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 17,091 | 2,124 | 0.59% | 0.54% | 1194 | +1,010 | 6.28% | Q1 2026 | Apr 15, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 16,968 | 2,109 | 0.92% | 0.95% | 1195 | -1,569 | -8.46% | Q1 2026 | Apr 28, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 16,906 | 2,101 | 0.18% | 0.17% | 1196 | -231 | -1.35% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 16,900 | 2,100 | 0.48% | 0.48% | 1198 | -947 | -5.31% | Q1 2026 | Apr 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 16,894 | 2,100 | 0.01% | 0.01% | 1197 | -135 | -0.79% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 16,835 | 2,093 | 0.24% | 0.22% | 1199 | +368 | 2.23% | Q1 2026 | Apr 16, 2026 |
| Invst, LLC | History | Added to | 16,829 | 2,092 | 0.24% | 0.16% | 1200 | +4,937 | 41.52% | Q1 2026 | May 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 16,812 | 2,089 | 0.74% | 0.81% | 1202 | -1,858 | -9.95% | Q1 2026 | Apr 21, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 16,806 | 2,089 | 0.08% | 0.08% | 1201 | -668 | -3.82% | Q1 2026 | Apr 28, 2026 |
| Second Line Capital, LLC | History | Reduced | 15,213 | 2,085 | 0.39% | 0.42% | 1203 | -1,985 | -11.54% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 16,759 | 2,083 | 0.03% | 0.03% | 1204 | +1,361 | 8.84% | Q1 2026 | May 11, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 16,617 | 2,065 | 0.31% | 0.29% | 1205 | +3 | 0.02% | Q1 2026 | Apr 09, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Added to | 16,605 | 2,064 | 0.41% | 0.33% | 1206 | +1,289 | 8.42% | Q1 2026 | Apr 30, 2026 |
| PFG Investments, LLC | History | Reduced | 16,541 | 2,056 | 0.1% | 0.1% | 1207 | -1,107 | -6.27% | Q1 2026 | Apr 27, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 16,527 | 2,054 | 0.34% | 0.32% | 1208 | -750 | -4.34% | Q1 2026 | Apr 24, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 16,518 | 2,053 | 0.13% | 0.13% | 1209 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 16,507 | 2,051 | 0.44% | 0.61% | 1210 | +23 | 0.14% | Q1 2026 | Apr 22, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 16,484 | 2,049 | 1.49% | 1.57% | 1211 | -1,095 | -6.23% | Q1 2026 | Apr 09, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 16,467 | 2,047 | 0.38% | 0.37% | 1212 | +1,071 | 6.96% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 16,442 | 2,043 | 0.13% | 0.15% | 1213 | -9,207 | -35.9% | Q1 2026 | Apr 28, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 16,411 | 2,040 | 1.77% | 1.63% | 1214 | +1,051 | 6.84% | Q1 2026 | Apr 21, 2026 |
| MAYPORT, LLC | History | Added to | 16,367 | 2,034 | 0.38% | 0.07% | 1215 | +13,605 | 492.58% | Q1 2026 | Apr 21, 2026 |
| Moors & Cabot, Inc. | History | Added to | 16,353 | 2,032 | 0.09% | 0.08% | 1216 | +496 | 3.13% | Q1 2026 | May 08, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 16,308 | 2,027 | 0.25% | 0.23% | 1217 | +488 | 3.08% | Q1 2026 | Apr 27, 2026 |
| Blue Line Capital, LLC / IL | History | Reduced | 16,289 | 2,024 | 2.29% | 3.19% | 1219 | -6,189 | -27.53% | Q1 2026 | May 12, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 16,843 | 2,024 | 0.13% | 0.13% | 1218 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 16,196 | 2,013 | 0.97% | 0.89% | 1220 | +509 | 3.24% | Q1 2026 | May 12, 2026 |
| Forza Wealth Management, LLC | History | No change | 16,186 | 2,012 | 0.7% | 0.7% | 1221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilltop National Bank | History | Reduced | 16,174 | 2,010 | 0.48% | 0.5% | 1222 | -933 | -5.45% | Q1 2026 | Apr 02, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 16,150 | 2,007 | 0.04% | 0.06% | 1223 | -9,833 | -37.84% | Q1 2026 | May 15, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 16,140 | 2,006 | 0.88% | 0.57% | 1224 | +5,630 | 53.57% | Q1 2026 | May 05, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 16,107 | 2,002 | 0.19% | 0.21% | 1225 | -1,157 | -6.7% | Q1 2026 | May 15, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 16,071 | 1,997 | 1.28% | 1.15% | 1226 | +1,700 | 11.83% | Q1 2026 | Apr 10, 2026 |
| WealthShield Partners, LLC | History | Reduced | 16,037 | 1,993 | 0.22% | 0.22% | 1227 | -236 | -1.45% | Q1 2026 | May 01, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 16,025 | 1,992 | 2.04% | 1.99% | 1228 | -1,782 | -10.01% | Q1 2026 | Apr 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | New | 15,968 | 1,984 | 0.16% | — | 1229 | +15,968 | New | Q1 2026 | Apr 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 15,957 | 1,983 | 0.02% | 0.03% | 1230 | -1,245 | -7.24% | Q1 2026 | May 08, 2026 |
| Continuum Advisory, LLC | History | Reduced | 15,917 | 1,978 | 0.19% | 0.2% | 1231 | -928 | -5.51% | Q1 2026 | Apr 22, 2026 |
| LM Advisors LLC | History | Added to | 243 | 1,957 | 0.03% | 0.04% | 1232 | +8 | 3.4% | Q1 2026 | May 13, 2026 |
| Secure Asset Management, LLC | History | Reduced | 15,728 | 1,955 | 0.31% | 0.36% | 1233 | -3,335 | -17.49% | Q1 2026 | Apr 09, 2026 |
| JT Stratford LLC | History | Reduced | 15,724 | 1,954 | 0.25% | 0.28% | 1234 | -2,690 | -14.61% | Q1 2026 | May 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 15,770 | 1,950 | 0.9% | 0.84% | 1235 | +294 | 1.9% | Q1 2026 | Apr 22, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 15,666 | 1,947 | 0.37% | 0.4% | 1236 | -1,499 | -8.73% | Q1 2026 | May 12, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 15,647 | 1,945 | 0.64% | 0.76% | 1237 | -504 | -3.12% | Q1 2026 | Apr 17, 2026 |
| First County Bank /CT/ | History | Reduced | 15,564 | 1,934 | 1.03% | 1.01% | 1238 | -500 | -3.11% | Q1 2026 | Apr 03, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 15,543 | 1,932 | 1.43% | 1.5% | 1239 | -1,107 | -6.65% | Q1 2026 | Apr 20, 2026 |
| Indivisible Partners | History | Reduced | 15,518 | 1,928 | 0.17% | 0.21% | 1240 | -963 | -5.84% | Q1 2026 | Apr 30, 2026 |
| Choate Investment Advisors | History | Reduced | 15,504 | 1,927 | 0.04% | 0.04% | 1241 | -357 | -2.25% | Q1 2026 | May 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 15,446 | 1,920 | 1.16% | 0.98% | 1242 | +1,803 | 13.22% | Q1 2026 | Apr 22, 2026 |
| NBT BANK N A /NY | History | Added to | 15,386 | 1,912 | 0.13% | 0.12% | 1243 | +1,465 | 10.52% | Q1 2026 | Apr 28, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 15,385 | 1,912 | 0.28% | 0.27% | 1244 | -387 | -2.45% | Q1 2026 | Apr 21, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 14,698 | 1,908 | 0.52% | 0.52% | 1245 | -513 | -3.37% | Q1 2026 | Apr 30, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 15,310 | 1,903 | 0.43% | 0.41% | 1246 | +131 | 0.86% | Q1 2026 | Apr 20, 2026 |
| MidFirst Bank | History | Reduced | 15,306 | 1,902 | 0.16% | 0.15% | 1247 | -501 | -3.17% | Q1 2026 | May 15, 2026 |
| Cadence Bank | History | No change | 15,824 | 1,901 | 0.11% | 0.11% | 1248 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cambridge Advisors Inc. | History | Added to | 15,248 | 1,895 | 0.37% | 0.35% | 1249 | +2 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Ensign Peak Advisors, Inc | History | New | 15,166 | 1,885 | 0.0% | — | 1250 | +15,166 | New | Q1 2026 | May 13, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 15,144 | 1,882 | 0.13% | 0.14% | 1251 | -59 | -0.39% | Q1 2026 | Apr 29, 2026 |
| Coastline Trust Co | History | Reduced | 15,124 | 1,880 | 0.19% | 0.2% | 1252 | -2,599 | -14.66% | Q1 2026 | Apr 03, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 15,058 | 1,871 | 0.44% | 0.44% | 1254 | -953 | -5.95% | Q1 2026 | Apr 17, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 15,059 | 1,871 | 0.15% | 0.14% | 1253 | -70 | -0.46% | Q1 2026 | Apr 29, 2026 |
| Keenan, LLC | History | Reduced | 15,073 | 1,867 | 1.58% | 2.33% | 1255 | -6,965 | -31.6% | Q1 2026 | Apr 22, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 15,010 | 1,865 | 0.24% | 0.23% | 1256 | +218 | 1.47% | Q1 2026 | Apr 16, 2026 |
| RCW Management, LLC | History | Reduced | 14,942 | 1,857 | 1.9% | 2.0% | 1257 | -1,565 | -9.48% | Q1 2026 | Apr 15, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 14,918 | 1,854 | 0.21% | 0.21% | 1259 | -707 | -4.52% | Q1 2026 | May 15, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 14,919 | 1,854 | 0.22% | 0.2% | 1258 | +141 | 0.95% | Q1 2026 | May 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 14,813 | 1,841 | 0.01% | 0.0% | 1260 | +13,021 | 726.62% | Q1 2026 | May 05, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 14,803 | 1,840 | 0.29% | 0.31% | 1261 | -1,930 | -11.53% | Q1 2026 | May 07, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 14,729 | 1,831 | 0.68% | 0.68% | 1262 | -347 | -2.3% | Q1 2026 | Apr 13, 2026 |
| STEPH & CO | History | Reduced | 14,677 | 1,824 | 0.52% | 0.63% | 1263 | -3,604 | -19.71% | Q1 2026 | Apr 17, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 14,680 | 1,824 | 0.53% | 0.53% | 1264 | +135 | 0.93% | Q1 2026 | Apr 16, 2026 |
| JSF Financial, LLC | History | Reduced | 14,627 | 1,818 | 0.36% | 0.44% | 1265 | -3,001 | -17.02% | Q1 2026 | May 07, 2026 |
| Vise Technologies, Inc. | History | No change | 15,090 | 1,813 | 0.04% | 0.04% | 1266 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Compass Wealth Management LLC | History | Reduced | 14,524 | 1,805 | 0.45% | 0.46% | 1267 | -869 | -5.65% | Q1 2026 | Apr 20, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 14,491 | 1,801 | 0.3% | 0.29% | 1268 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Carrera Capital Advisors | History | Reduced | 14,484 | 1,800 | 0.28% | 0.3% | 1269 | -229 | -1.56% | Q1 2026 | May 04, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 14,466 | 1,798 | 0.65% | 0.74% | 1270 | +2,157 | 17.52% | Q1 2026 | May 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 14,432 | 1,794 | 0.46% | 0.69% | 1271 | -7,432 | -33.99% | Q1 2026 | Apr 09, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 14,437 | 1,794 | 1.35% | 1.33% | 1272 | -150 | -1.03% | Q1 2026 | Apr 16, 2026 |
| Emerald Advisors, LLC | History | Reduced | 14,380 | 1,787 | 0.22% | 0.42% | 1273 | -11,599 | -44.65% | Q1 2026 | Apr 23, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 14,363 | 1,785 | 0.43% | — | 1274 | +14,363 | New | Q1 2026 | Apr 20, 2026 |
| Ellevest, Inc. | History | Reduced | 14,326 | 1,780 | 0.25% | 0.24% | 1275 | -97 | -0.67% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 14,214 | 1,766 | 0.29% | 0.24% | 1276 | +1,878 | 15.22% | Q1 2026 | Apr 22, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 14,209 | 1,766 | 0.76% | 0.72% | 1277 | -44 | -0.31% | Q1 2026 | Apr 24, 2026 |
| Rathbones Group PLC | History | Reduced | 14,203 | 1,765 | 0.01% | 0.01% | 1278 | -135 | -0.94% | Q1 2026 | May 12, 2026 |
| Summit Global Investments | History | Added to | 14,194 | 1,764 | 0.1% | 0.06% | 1279 | +5,550 | 64.21% | Q1 2026 | May 07, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 14,123 | 1,755 | 1.03% | 1.04% | 1280 | -940 | -6.24% | Q1 2026 | Apr 21, 2026 |
| General Partner, Inc. | History | No change | 14,115 | 1,754 | 1.07% | 0.96% | 1281 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 14,102 | 1,753 | 1.07% | 1.04% | 1282 | +293 | 2.12% | Q1 2026 | Apr 21, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 14,081 | 1,750 | 1.61% | 2.11% | 1283 | -4,456 | -24.04% | Q1 2026 | Apr 30, 2026 |
| Michael Brady & Co., LLC | History | Reduced | 14,077 | 1,749 | 1.76% | 1.69% | 1284 | -49 | -0.35% | Q1 2026 | Apr 15, 2026 |
| Goldstein Advisors, LLC | History | Added to | 14,064 | 1,748 | 0.19% | 0.19% | 1285 | +127 | 0.91% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 14,019 | 1,742 | 0.02% | 0.02% | 1286 | -3,879 | -21.67% | Q1 2026 | Apr 20, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 13,963 | 1,735 | 0.54% | 0.5% | 1287 | +554 | 4.13% | Q1 2026 | Apr 08, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 13,934 | 1,732 | 0.37% | — | 1288 | +13,934 | New | Q1 2026 | May 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 12,654 | 1,724 | 0.49% | 0.2% | 1289 | +7,520 | 146.47% | Q1 2026 | Apr 27, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 13,866 | 1,723 | 0.18% | 0.14% | 1290 | +2,800 | 25.3% | Q1 2026 | May 13, 2026 |
| AWM CAPITAL, LLC | History | Added to | 13,809 | 1,716 | 0.16% | 0.15% | 1291 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 13,798 | 1,715 | 1.0% | 0.77% | 1293 | +3,267 | 31.02% | Q1 2026 | Apr 23, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 13,801 | 1,715 | 0.49% | 0.5% | 1292 | -125 | -0.9% | Q1 2026 | May 06, 2026 |
| Peak Asset Management, LLC | History | Added to | 13,755 | 1,709 | 0.3% | 0.28% | 1294 | +115 | 0.84% | Q1 2026 | May 14, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 13,733 | 1,707 | 1.37% | 1.7% | 1296 | -4,426 | -24.37% | Q1 2026 | May 15, 2026 |
| WP Advisors, LLC | History | Added to | 13,734 | 1,707 | 0.44% | 0.41% | 1295 | +55 | 0.4% | Q1 2026 | May 04, 2026 |
| Avion Wealth | History | Reduced | 13,728 | 1,706 | 0.35% | 0.35% | 1297 | -175 | -1.26% | Q1 2026 | May 01, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 14,162 | 1,702 | 0.14% | 0.14% | 1298 | +64 | 0.45% | Q1 2026 | Apr 15, 2026 |
| Eagle Strategies LLC | History | Added to | 13,680 | 1,700 | 0.2% | 0.21% | 1299 | +129 | 0.95% | Q1 2026 | Apr 20, 2026 |
| TFC Financial Management, Inc. | History | Added to | 13,668 | 1,699 | 0.21% | 0.19% | 1300 | +863 | 6.74% | Q1 2026 | Apr 23, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 13,664 | 1,698 | 0.26% | 0.25% | 1301 | +73 | 0.54% | Q1 2026 | Apr 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 13,596 | 1,690 | 0.03% | 0.01% | 1302 | +6,801 | 100.09% | Q1 2026 | May 11, 2026 |
| Portland Global Advisors LLC | History | Reduced | 13,518 | 1,680 | 0.18% | 0.18% | 1303 | -425 | -3.05% | Q1 2026 | May 11, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 12,685 | 1,679 | 0.1% | 0.1% | 1304 | -156 | -1.21% | Q1 2026 | Apr 20, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 13,450 | 1,672 | 0.91% | 0.93% | 1305 | -66 | -0.49% | Q1 2026 | May 04, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 13,386 | 1,664 | 0.5% | 0.54% | 1306 | -1,778 | -11.73% | Q1 2026 | Apr 22, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 13,365 | 1,661 | 1.72% | 1.59% | 1307 | +147 | 1.11% | Q1 2026 | Apr 09, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 13,330 | 1,657 | 0.04% | 0.03% | 1308 | +2,094 | 18.64% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 13,326 | 1,656 | 0.0% | 0.0% | 1309 | +1,942 | 17.06% | Q1 2026 | May 05, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 13,257 | 1,648 | 0.22% | 1.8% | 1310 | -90,798 | -87.26% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 13,202 | 1,641 | 0.17% | 0.17% | 1311 | -338 | -2.5% | Q1 2026 | May 04, 2026 |
| Olistico Wealth, LLC | History | Reduced | 13,186 | 1,639 | 0.81% | 0.8% | 1312 | -482 | -3.53% | Q1 2026 | Apr 08, 2026 |
| Advisor OS, LLC | History | Added to | 13,175 | 1,637 | 0.12% | 0.11% | 1313 | +1,892 | 16.77% | Q1 2026 | May 07, 2026 |
| SWS Partners | History | Reduced | 13,112 | 1,629 | 0.4% | 0.42% | 1314 | -1,418 | -9.76% | Q1 2026 | Apr 21, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 13,045 | 1,621 | 0.06% | 0.05% | 1315 | +1,250 | 10.6% | Q1 2026 | May 12, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 13,032 | 1,620 | 0.76% | 0.74% | 1316 | -153 | -1.16% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 13,472 | 1,619 | 0.11% | 0.11% | 1317 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Argentarii, LLC | History | Reduced | 13,011 | 1,617 | 0.57% | 0.54% | 1319 | -744 | -5.41% | Q1 2026 | May 12, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 13,015 | 1,617 | 0.51% | 0.5% | 1318 | -383 | -2.86% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | Reduced | 12,991 | 1,614 | 0.82% | 0.77% | 1320 | -139 | -1.06% | Q1 2026 | May 08, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 12,967 | 1,611 | 1.44% | 1.22% | 1321 | +1,558 | 13.66% | Q1 2026 | Apr 29, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,937 | 1,608 | 0.18% | 0.18% | 1322 | -430 | -3.22% | Q1 2026 | May 05, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 12,936 | 1,608 | 0.22% | 0.21% | 1323 | -127 | -0.97% | Q1 2026 | Apr 08, 2026 |
| Edge Financial Advisors LLC | History | No change | 13,376 | 1,607 | 0.68% | 0.68% | 1324 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 12,904 | 1,604 | 0.51% | 0.57% | 1325 | -57 | -0.44% | Q1 2026 | Apr 17, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 12,863 | 1,599 | 1.21% | 1.13% | 1326 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 12,851 | 1,597 | 0.05% | 0.04% | 1327 | +1,521 | 13.42% | Q1 2026 | Apr 24, 2026 |
| KWB Wealth | History | No change | 13,267 | 1,594 | 0.16% | 0.15% | 1328 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| American State Bank (Iowa) | History | Reduced | 12,791 | 1,590 | 0.76% | 0.8% | 1329 | -1,005 | -7.28% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 12,736 | 1,583 | 0.52% | 0.51% | 1330 | -65 | -0.51% | Q1 2026 | Apr 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 12,713 | 1,580 | 0.0% | 0.02% | 1331 | -154,721 | -92.41% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 12,651 | 1,572 | 0.08% | 0.08% | 1332 | -697 | -5.22% | Q1 2026 | May 07, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 12,615 | 1,568 | 0.35% | 0.42% | 1333 | -2,119 | -14.38% | Q1 2026 | Apr 09, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 12,593 | 1,565 | 0.15% | 0.14% | 1334 | +688 | 5.78% | Q1 2026 | Apr 22, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 12,565 | 1,561 | 0.09% | 0.09% | 1335 | -268 | -2.09% | Q1 2026 | May 07, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 12,518 | 1,556 | 0.37% | 0.36% | 1336 | +250 | 2.04% | Q1 2026 | Apr 28, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 12,525 | 1,556 | 0.35% | 0.34% | 1337 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LFG Wealth Partners, LLC | History | No change | 12,928 | 1,553 | 0.99% | 0.99% | 1338 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RDA Financial Network | History | Reduced | 12,482 | 1,551 | 0.39% | 0.37% | 1339 | -181 | -1.43% | Q1 2026 | Apr 08, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 12,478 | 1,551 | 1.33% | 1.32% | 1340 | -174 | -1.38% | Q1 2026 | Apr 13, 2026 |
| Powerhouse Assets LLC | History | Added to | 12,401 | 1,541 | 1.34% | 1.23% | 1341 | +804 | 6.93% | Q1 2026 | Apr 28, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 12,397 | 1,541 | 1.1% | 1.11% | 1342 | -34 | -0.27% | Q1 2026 | May 19, 2026 |
| Alpha Wealth Funds, LLC | History | Reduced | 12,379 | 1,538 | 1.03% | 0.98% | 1344 | -764 | -5.81% | Q1 2026 | May 14, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 12,379 | 1,538 | 1.01% | 0.99% | 1343 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Noble Wealth Management PBC | History | Reduced | 12,331 | 1,532 | 0.77% | 0.75% | 1345 | -22 | -0.18% | Q1 2026 | Apr 02, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 12,311 | 1,530 | 0.67% | 0.65% | 1346 | -55 | -0.44% | Q1 2026 | Apr 29, 2026 |
| Maxele Advisors, LLC | History | No change | 12,723 | 1,529 | 1.24% | 1.24% | 1347 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Partners Group, Inc | History | Reduced | 12,288 | 1,527 | 0.18% | 0.18% | 1348 | -300 | -2.38% | Q1 2026 | Apr 10, 2026 |
| XY Planning Network, Inc. | History | Added to | 12,152 | 1,517 | 0.24% | 0.19% | 1349 | +3,154 | 35.05% | Q1 2026 | Apr 14, 2026 |
| ROCKLAND TRUST CO | History | Added to | 12,192 | 1,515 | 0.06% | 0.06% | 1350 | +82 | 0.68% | Q1 2026 | Apr 16, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 11,971 | 1,514 | 1.4% | 1.4% | 1351 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 12,158 | 1,511 | 0.01% | 0.01% | 1352 | +1,085 | 9.8% | Q1 2026 | Apr 14, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,125 | 1,507 | 0.7% | 0.67% | 1353 | +305 | 2.58% | Q1 2026 | Apr 08, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 12,088 | 1,502 | 0.06% | 0.05% | 1354 | +1,175 | 10.77% | Q1 2026 | May 07, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 14,320 | 1,497 | 0.47% | 0.34% | 1355 | -781 | -5.17% | Q1 2026 | Apr 23, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Added to | 12,015 | 1,493 | 1.01% | 0.94% | 1356 | +25 | 0.21% | Q1 2026 | May 14, 2026 |
| Pacific Point Advisors, LLC | History | No change | 11,993 | 1,490 | 0.79% | 0.77% | 1357 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 11,981 | 1,489 | 0.08% | 0.03% | 1358 | +7,185 | 149.81% | Q1 2026 | Apr 09, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 11,973 | 1,488 | 1.46% | 1.65% | 1359 | -1,791 | -13.01% | Q1 2026 | Apr 13, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 11,956 | 1,486 | 0.85% | 0.56% | 1361 | +3,650 | 43.94% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,899 | 1,486 | 0.1% | 0.1% | 1360 | -594 | -4.75% | Q1 2026 | May 01, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 11,953 | 1,485 | 0.16% | 0.31% | 1363 | -11,197 | -48.37% | Q1 2026 | Apr 24, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 11,951 | 1,485 | 0.6% | 0.57% | 1362 | -19 | -0.16% | Q1 2026 | Apr 24, 2026 |
| Old North State Trust, LLC | History | Reduced | 11,941 | 1,484 | 0.88% | 0.85% | 1364 | -18 | -0.15% | Q1 2026 | May 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 11,928 | 1,482 | 0.07% | 0.07% | 1365 | +219 | 1.87% | Q1 2026 | Apr 09, 2026 |
| Procyon Advisors, LLC | History | Added to | 11,916 | 1,481 | 0.07% | 0.07% | 1366 | +586 | 5.17% | Q1 2026 | May 04, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 11,832 | 1,470 | 0.2% | 0.19% | 1367 | -81 | -0.68% | Q1 2026 | May 14, 2026 |
| Columbia Bank | History | Reduced | 11,796 | 1,466 | 0.42% | 0.4% | 1368 | -98 | -0.82% | Q1 2026 | Apr 28, 2026 |
| AlTi Global, Inc. | History | Reduced | 11,780 | 1,464 | 0.03% | 0.03% | 1369 | -621 | -5.01% | Q1 2026 | May 07, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 11,779 | 1,464 | 0.76% | 0.78% | 1370 | -179 | -1.5% | Q1 2026 | Apr 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 11,772 | 1,463 | 0.05% | 0.04% | 1371 | +895 | 8.23% | Q1 2026 | Apr 27, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 11,752 | 1,460 | 1.83% | 1.66% | 1372 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 11,725 | 1,457 | 0.08% | 0.19% | 1373 | -14,369 | -55.07% | Q1 2026 | Apr 23, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 11,727 | 1,457 | 0.54% | 0.53% | 1374 | -8 | -0.07% | Q1 2026 | Apr 23, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 11,677 | 1,451 | 0.46% | 0.47% | 1375 | -709 | -5.72% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 11,674 | 1,451 | 0.37% | 0.39% | 1376 | -331 | -2.76% | Q1 2026 | Apr 29, 2026 |
| LCNB CORP | History | Added to | 11,657 | 1,449 | 0.49% | 0.47% | 1377 | +73 | 0.63% | Q1 2026 | May 11, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 11,649 | 1,448 | 0.94% | 0.9% | 1378 | -42 | -0.36% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 11,637 | 1,446 | 0.12% | 0.11% | 1379 | -68 | -0.58% | Q1 2026 | May 01, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 11,619 | 1,444 | 0.0% | 0.0% | 1380 | +64 | 0.55% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 11,599 | 1,441 | 0.01% | 0.01% | 1381 | +421 | 3.77% | Q1 2026 | Apr 22, 2026 |
| Firestone Capital Management | History | Added to | 11,586 | 1,440 | 0.3% | 0.28% | 1382 | +639 | 5.84% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 11,553 | 1,436 | 0.01% | 0.01% | 1383 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global View Capital Management LLC | History | New | 11,531 | 1,433 | 0.38% | — | 1385 | +11,531 | New | Q1 2026 | May 04, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 11,530 | 1,433 | 0.31% | 0.32% | 1384 | -635 | -5.22% | Q1 2026 | May 11, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 11,505 | 1,430 | 1.17% | 1.28% | 1386 | -273 | -2.32% | Q1 2026 | May 05, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 11,497 | 1,429 | 0.16% | 0.17% | 1387 | -156 | -1.34% | Q1 2026 | May 11, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 11,455 | 1,423 | 0.02% | 0.02% | 1388 | +749 | 7.0% | Q1 2026 | May 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 11,428 | 1,420 | 0.92% | 0.94% | 1390 | -1,209 | -9.57% | Q1 2026 | Apr 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 11,428 | 1,420 | 0.52% | 0.53% | 1389 | -134 | -1.16% | Q1 2026 | Apr 17, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 11,393 | 1,416 | 0.27% | 0.35% | 1391 | -3,020 | -20.95% | Q1 2026 | May 07, 2026 |
| SB Capital Management Inc | History | No change | 11,760 | 1,413 | 0.52% | 0.52% | 1392 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 11,367 | 1,412 | 0.81% | 0.71% | 1393 | +1,047 | 10.15% | Q1 2026 | May 01, 2026 |
| Tudor Financial Inc. | History | Reduced | 11,344 | 1,410 | 0.72% | 0.7% | 1394 | -94 | -0.82% | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 11,325 | 1,407 | 0.3% | 0.29% | 1395 | +47 | 0.42% | Q1 2026 | May 04, 2026 |
| GLR Partners, LLC | History | New | 11,316 | 1,406 | 0.77% | — | 1396 | +11,316 | New | Q1 2026 | May 13, 2026 |
| CADINHA & CO LLC | History | Reduced | 11,300 | 1,404 | 0.26% | 0.21% | 1397 | -57 | -0.5% | Q1 2026 | May 11, 2026 |
| New Republic Capital, LLC | History | Reduced | 11,294 | 1,403 | 0.47% | 0.37% | 1398 | -343 | -2.95% | Q1 2026 | May 01, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 11,280 | 1,402 | 0.8% | 0.8% | 1400 | +48 | 0.43% | Q1 2026 | Apr 16, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 11,286 | 1,402 | 0.18% | 0.17% | 1399 | -18 | -0.16% | Q1 2026 | May 05, 2026 |
| Heron Bay Capital Management | History | Added to | 11,262 | 1,399 | 0.13% | 0.08% | 1401 | +7,573 | 205.29% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 11,234 | 1,396 | 0.04% | 0.03% | 1402 | +1,229 | 12.28% | Q1 2026 | Apr 07, 2026 |
| Beckerman Institutional, LLC | History | Added to | 11,215 | 1,394 | 0.74% | 0.75% | 1403 | +93 | 0.84% | Q1 2026 | May 04, 2026 |
| Allegheny Financial Group | History | Reduced | 11,176 | 1,389 | 0.19% | 0.41% | 1404 | -12,110 | -52.01% | Q1 2026 | Apr 16, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 11,151 | 1,386 | 0.18% | 0.15% | 1405 | +1,394 | 14.29% | Q1 2026 | Apr 27, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 11,126 | 1,383 | 0.41% | 0.41% | 1406 | -106 | -0.94% | Q1 2026 | May 06, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 11,120 | 1,382 | 0.57% | 0.57% | 1407 | -117 | -1.04% | Q1 2026 | May 08, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 11,052 | 1,373 | 0.83% | 1.0% | 1408 | -2,870 | -20.61% | Q1 2026 | May 07, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 10,960 | 1,362 | 0.16% | 0.13% | 1409 | +1,578 | 16.82% | Q1 2026 | May 14, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 10,926 | 1,358 | 0.97% | 0.93% | 1410 | +942 | 9.44% | Q1 2026 | Apr 29, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 10,905 | 1,355 | 1.08% | 0.84% | 1411 | +2,240 | 25.85% | Q1 2026 | May 12, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 10,882 | 1,352 | 0.56% | 0.53% | 1413 | -530 | -4.64% | Q1 2026 | May 07, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 10,882 | 1,352 | 0.83% | 0.79% | 1412 | +333 | 3.16% | Q1 2026 | Apr 22, 2026 |
| Arlington Trust Co LLC | History | Reduced | 10,862 | 1,350 | 0.12% | 0.13% | 1414 | -152 | -1.38% | Q1 2026 | Apr 08, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 10,804 | 1,343 | 0.63% | 0.59% | 1415 | +623 | 6.12% | Q1 2026 | May 12, 2026 |
| Allen Capital Group, LLC | History | No change | 11,164 | 1,341 | 0.12% | 0.12% | 1416 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 10,766 | 1,338 | 0.06% | 0.05% | 1417 | +741 | 7.39% | Q1 2026 | May 06, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 10,763 | 1,337 | 0.08% | 0.09% | 1418 | -54 | -0.5% | Q1 2026 | Apr 28, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 10,745 | 1,335 | 0.05% | 0.04% | 1419 | +610 | 6.02% | Q1 2026 | Apr 24, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 10,747 | 1,335 | 0.72% | 0.73% | 1421 | -79 | -0.73% | Q1 2026 | May 15, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 10,741 | 1,335 | 0.73% | 0.71% | 1420 | +13 | 0.12% | Q1 2026 | Apr 09, 2026 |
| Carr Financial Group Corp | History | Added to | 10,738 | 1,334 | 0.35% | 0.27% | 1422 | +2,145 | 24.96% | Q1 2026 | May 12, 2026 |
| Chemistry Wealth Management LLC | History | No change | 10,729 | 1,333 | 0.23% | 0.24% | 1423 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 10,716 | 1,332 | 0.08% | 0.09% | 1424 | -3,003 | -21.89% | Q1 2026 | Apr 21, 2026 |
| Port Capital LLC | History | Added to | 10,655 | 1,324 | 0.06% | 0.05% | 1425 | +642 | 6.41% | Q1 2026 | May 15, 2026 |
| MLP3, LLC | History | Reduced | 10,651 | 1,324 | 1.46% | 1.4% | 1426 | -22 | -0.21% | Q1 2026 | Apr 13, 2026 |
| Bedminster, LLC | History | Reduced | 10,626 | 1,320 | 1.23% | 1.22% | 1427 | -419 | -3.79% | Q1 2026 | Apr 24, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 10,607 | 1,318 | 0.5% | 0.49% | 1428 | +332 | 3.23% | Q1 2026 | Apr 21, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 10,587 | 1,316 | 0.32% | 0.33% | 1429 | -761 | -6.71% | Q1 2026 | May 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 10,398 | 1,311 | 0.14% | 0.17% | 1430 | +794 | 8.27% | Q1 2026 | Apr 10, 2026 |
| TI-TRUST, INC | History | No change | 10,546 | 1,310 | 0.78% | 0.78% | 1431 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Essex Bank | History | No change | 10,482 | 1,303 | 0.29% | 0.27% | 1432 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 10,467 | 1,301 | 0.18% | 0.17% | 1433 | -76 | -0.72% | Q1 2026 | Apr 22, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 10,464 | 1,300 | 0.56% | 0.51% | 1434 | +428 | 4.26% | Q1 2026 | Apr 20, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 10,442 | 1,297 | 0.19% | 0.19% | 1436 | -11 | -0.11% | Q1 2026 | Apr 08, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 10,795 | 1,297 | 0.25% | 0.25% | 1435 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 10,354 | 1,287 | 0.15% | 0.14% | 1437 | +346 | 3.46% | Q1 2026 | May 06, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 10,318 | 1,282 | 0.26% | 0.28% | 1438 | -330 | -3.1% | Q1 2026 | May 12, 2026 |
| Finward Bancorp | History | Added to | 10,302 | 1,280 | 1.02% | 0.9% | 1439 | +705 | 7.35% | Q1 2026 | Apr 10, 2026 |
| FLC Capital Advisors | History | Reduced | 10,283 | 1,278 | 0.23% | 0.24% | 1440 | -604 | -5.55% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 10,271 | 1,276 | 0.04% | 0.05% | 1442 | -1,761 | -14.64% | Q1 2026 | May 15, 2026 |
| Lincoln Capital LLC | History | Reduced | 10,296 | 1,276 | 0.24% | 0.22% | 1441 | -12 | -0.12% | Q1 2026 | May 01, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 10,226 | 1,271 | 0.44% | 0.48% | 1443 | -1,192 | -10.44% | Q1 2026 | Apr 29, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 10,215 | 1,269 | 0.12% | 0.12% | 1444 | -24 | -0.23% | Q1 2026 | Apr 13, 2026 |
| Lansing Street Advisors | History | Added to | 10,183 | 1,265 | 0.32% | 0.31% | 1445 | +16 | 0.16% | Q1 2026 | Apr 28, 2026 |
| Charles Schwab Trust Co | History | Reduced | 10,169 | 1,264 | 0.08% | 0.09% | 1446 | -1,436 | -12.37% | Q1 2026 | Apr 10, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 10,159 | 1,262 | 0.96% | 0.96% | 1447 | -822 | -7.49% | Q1 2026 | Apr 30, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 10,146 | 1,261 | 0.07% | 0.08% | 1448 | +5,872 | 137.39% | Q1 2026 | May 11, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 10,143 | 1,260 | 0.25% | 0.25% | 1449 | -25 | -0.25% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 9,322 | 1,259 | 0.14% | 0.04% | 1450 | +7,157 | 330.58% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 10,070 | 1,257 | 0.06% | 0.06% | 1451 | +584 | 6.16% | Q1 2026 | Apr 27, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 10,099 | 1,255 | 0.35% | 0.35% | 1452 | -28 | -0.28% | Q1 2026 | May 07, 2026 |
| Solstein Capital, LLC | History | No change | 10,073 | 1,252 | 0.51% | 0.49% | 1453 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,056 | 1,250 | 0.06% | 0.05% | 1454 | +993 | 10.96% | Q1 2026 | May 12, 2026 |
| Severin Investments, LLC | History | Added to | 10,050 | 1,249 | 1.07% | 1.05% | 1455 | +156 | 1.58% | Q1 2026 | Apr 24, 2026 |
| Emerald Investment Advisers, LLC | History | New | 10,017 | 1,245 | 0.11% | — | 1456 | +10,017 | New | Q1 2026 | May 11, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 10,014 | 1,244 | 0.85% | 1.07% | 1457 | -2,580 | -20.49% | Q1 2026 | Apr 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 10,000 | 1,243 | 0.1% | 0.13% | 1458 | -5,000 | -33.33% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 10,002 | 1,243 | 0.1% | 0.1% | 1459 | -679 | -6.36% | Q1 2026 | May 07, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 9,998 | 1,242 | 0.57% | 0.61% | 1460 | -794 | -7.36% | Q1 2026 | Apr 20, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 9,975 | 1,239 | 0.65% | 0.65% | 1461 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 9,952 | 1,237 | 0.24% | 0.24% | 1463 | -160 | -1.58% | Q1 2026 | May 11, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 9,954 | 1,237 | 0.06% | 0.06% | 1462 | +14 | 0.14% | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 9,931 | 1,234 | 0.04% | 0.03% | 1464 | +1,889 | 23.49% | Q1 2026 | May 06, 2026 |
| Sherry Group, Inc. | History | Added to | 9,878 | 1,227 | 1.34% | 1.26% | 1465 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 9,850 | 1,224 | 0.84% | 0.71% | 1466 | +1,429 | 16.97% | Q1 2026 | May 08, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 9,853 | 1,224 | 0.21% | 0.23% | 1467 | -1,344 | -12.0% | Q1 2026 | Apr 17, 2026 |
| Broadview Financial Management, LLC | History | Added to | 9,831 | 1,222 | 0.83% | 0.79% | 1468 | +14 | 0.14% | Q1 2026 | May 04, 2026 |
| GS Investments, Inc. | History | Added to | 9,764 | 1,213 | 0.69% | 0.63% | 1469 | +90 | 0.93% | Q1 2026 | May 06, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 9,742 | 1,211 | 0.1% | 0.19% | 1470 | -11,303 | -53.71% | Q1 2026 | Apr 27, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 9,733 | 1,209 | 0.2% | 0.19% | 1471 | +11 | 0.11% | Q1 2026 | Apr 07, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 9,684 | 1,203 | 0.19% | 0.23% | 1472 | -1,877 | -16.24% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Reduced | 9,673 | 1,202 | 0.06% | 0.11% | 1473 | -11,933 | -55.23% | Q1 2026 | May 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 9,621 | 1,195 | 1.87% | 2.01% | 1474 | -458 | -4.54% | Q1 2026 | May 04, 2026 |
| Wealth Management Nebraska | History | Reduced | 9,565 | 1,189 | 0.12% | 0.15% | 1475 | -1,195 | -11.11% | Q1 2026 | May 15, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 9,558 | 1,188 | 0.77% | 0.76% | 1476 | -163 | -1.68% | Q1 2026 | May 08, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 9,555 | 1,187 | 0.1% | 0.1% | 1477 | -890 | -8.52% | Q1 2026 | Apr 21, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 9,536 | 1,185 | 0.52% | 0.49% | 1478 | -205 | -2.1% | Q1 2026 | May 05, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 9,525 | 1,184 | 0.5% | 0.49% | 1480 | +826 | 9.5% | Q1 2026 | Apr 17, 2026 |
| Corsicana & Co. | History | Reduced | 11,332 | 1,184 | 0.75% | 0.81% | 1479 | -610 | -5.11% | Q1 2026 | May 13, 2026 |
| National Wealth Management Group, LLC | History | Added to | 9,520 | 1,183 | 0.44% | 0.38% | 1481 | +311 | 3.38% | Q1 2026 | May 11, 2026 |
| KG Capital Management | History | Reduced | 9,487 | 1,179 | 0.85% | 0.32% | 1482 | -1,277 | -11.86% | Q1 2026 | Apr 22, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 9,471 | 1,177 | 0.09% | 0.1% | 1483 | -896 | -8.64% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 9,456 | 1,175 | 0.06% | 0.06% | 1484 | +761 | 8.75% | Q1 2026 | Apr 17, 2026 |
| NWF Advisory Services Inc. | History | Added to | 9,427 | 1,171 | 0.13% | 0.11% | 1485 | +1,137 | 13.72% | Q1 2026 | May 04, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 9,414 | 1,170 | 0.19% | 0.19% | 1486 | +41 | 0.44% | Q1 2026 | May 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 9,397 | 1,168 | 0.29% | 0.06% | 1487 | +7,285 | 344.93% | Q1 2026 | Apr 22, 2026 |
| BIP Wealth, LLC | History | Reduced | 9,361 | 1,163 | 0.05% | 0.04% | 1488 | -310 | -3.21% | Q1 2026 | Apr 27, 2026 |
| Legacy Financial Group LLC | History | No change | 9,362 | 1,163 | 0.15% | 0.15% | 1489 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 9,338 | 1,160 | 0.14% | 0.14% | 1490 | -223 | -2.33% | Q1 2026 | Apr 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 9,330 | 1,159 | 0.02% | 0.02% | 1491 | +113 | 1.23% | Q1 2026 | May 04, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 9,318 | 1,158 | 0.05% | 0.05% | 1492 | -2,577 | -21.66% | Q1 2026 | Apr 14, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 9,289 | 1,154 | 0.81% | 0.78% | 1493 | -67 | -0.72% | Q1 2026 | May 05, 2026 |
| Roundview Capital LLC | History | Reduced | 9,264 | 1,151 | 0.07% | 0.07% | 1494 | -424 | -4.38% | Q1 2026 | May 08, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 9,267 | 1,151 | 0.08% | 0.08% | 1495 | -21 | -0.23% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 9,235 | 1,147 | 0.02% | 0.02% | 1496 | +215 | 2.38% | Q1 2026 | May 07, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 9,204 | 1,144 | 0.34% | 0.32% | 1497 | +123 | 1.35% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | Added to | 9,201 | 1,143 | 0.1% | 0.1% | 1498 | +166 | 1.84% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 9,179 | 1,141 | 0.25% | 0.2% | 1499 | +84 | 0.92% | Q1 2026 | Apr 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 9,172 | 1,140 | 0.04% | 0.05% | 1500 | -2,812 | -23.46% | Q1 2026 | May 11, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 9,163 | 1,139 | 0.13% | 0.12% | 1501 | +178 | 1.98% | Q1 2026 | Apr 22, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 9,150 | 1,137 | 0.11% | 0.11% | 1502 | -415 | -4.34% | Q1 2026 | May 05, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 9,124 | 1,134 | 0.78% | 0.81% | 1503 | -42 | -0.46% | Q1 2026 | Apr 15, 2026 |
| Compton Financial Group, LLC | History | Reduced | 9,072 | 1,127 | 0.25% | 0.29% | 1504 | -1,624 | -15.18% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | Reduced | 9,037 | 1,123 | 0.08% | 0.09% | 1505 | -1,015 | -10.1% | Q1 2026 | May 08, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 9,032 | 1,122 | 0.54% | 0.5% | 1506 | +609 | 7.23% | Q1 2026 | May 08, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 9,027 | 1,122 | 0.59% | 0.62% | 1507 | -217 | -2.35% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 9,026 | 1,122 | 0.15% | 0.15% | 1508 | -3 | -0.03% | Q1 2026 | Apr 13, 2026 |
| PROSPERITY BANCSHARES INC | History | Reduced | 9,010 | 1,120 | 0.9% | 1.0% | 1509 | -218 | -2.36% | Q1 2026 | May 12, 2026 |
| Clearview Wealth Management LLC | History | New | 8,988 | 1,117 | 0.79% | — | 1510 | +8,988 | New | Q1 2026 | May 15, 2026 |
| IFC Advisors LLC | History | Reduced | 8,979 | 1,116 | 0.16% | 0.18% | 1511 | -1,300 | -12.65% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 8,972 | 1,115 | 0.09% | 0.08% | 1512 | -25 | -0.28% | Q1 2026 | Apr 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,963 | 1,114 | 0.08% | 0.09% | 1513 | -1,684 | -15.82% | Q1 2026 | May 12, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 8,936 | 1,110 | 1.54% | 1.55% | 1516 | -285 | -3.09% | Q1 2026 | May 15, 2026 |
| Cannell & Spears LLC | History | Added to | 8,930 | 1,110 | 0.02% | 0.02% | 1514 | +10 | 0.11% | Q1 2026 | May 15, 2026 |
| NavPoint Financial, Inc. | History | Added to | 8,930 | 1,110 | 0.45% | 0.46% | 1515 | +6 | 0.07% | Q1 2026 | Apr 24, 2026 |
| SG Americas Securities, LLC | History | Reduced | 8,907 | 1,107 | 0.0% | 0.0% | 1517 | -22,462 | -71.61% | Q1 2026 | Apr 16, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 8,892 | 1,105 | 0.59% | 0.58% | 1518 | +121 | 1.38% | Q1 2026 | Apr 24, 2026 |
| EdgeRock Capital LLC | History | Reduced | 8,871 | 1,102 | 0.3% | 0.28% | 1519 | -20 | -0.22% | Q1 2026 | Apr 16, 2026 |
| 71 West Capital Partners | History | Added to | 8,838 | 1,098 | 0.05% | 0.03% | 1520 | +4,270 | 93.48% | Q1 2026 | May 06, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 8,737 | 1,086 | 0.13% | 0.13% | 1521 | -449 | -4.89% | Q1 2026 | May 06, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 8,713 | 1,083 | 0.59% | 0.55% | 1522 | -323 | -3.57% | Q1 2026 | May 01, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 8,686 | 1,079 | 0.11% | 0.03% | 1524 | +6,997 | 414.27% | Q1 2026 | Apr 23, 2026 |
| Texas Bank & Trust Co | History | Reduced | 8,681 | 1,079 | 0.41% | 0.39% | 1523 | -179 | -2.02% | Q1 2026 | Apr 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 8,677 | 1,078 | 0.07% | 0.06% | 1525 | +426 | 5.16% | Q1 2026 | May 15, 2026 |
| Peak Planning Group, LLC | History | Reduced | 8,643 | 1,074 | 0.3% | 0.29% | 1527 | -112 | -1.28% | Q1 2026 | Apr 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 8,641 | 1,074 | 0.07% | 0.07% | 1526 | +25 | 0.29% | Q1 2026 | May 05, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 8,634 | 1,073 | 0.1% | — | 1528 | +8,634 | New | Q1 2026 | Apr 08, 2026 |
| Helium Advisors LLC | History | Added to | 8,596 | 1,068 | 1.02% | 0.69% | 1529 | +2,901 | 50.94% | Q1 2026 | May 05, 2026 |
| Farnam Financial LLC | History | Reduced | 8,592 | 1,068 | 0.88% | 0.88% | 1530 | -1,115 | -11.49% | Q1 2026 | Apr 27, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 8,584 | 1,067 | 0.25% | 0.24% | 1531 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 8,572 | 1,065 | 0.8% | 1.29% | 1532 | -4,800 | -35.9% | Q1 2026 | Apr 24, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 8,554 | 1,063 | 0.14% | 0.12% | 1533 | +659 | 8.35% | Q1 2026 | Apr 08, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 8,527 | 1,060 | 0.02% | 0.01% | 1534 | +893 | 11.7% | Q1 2026 | May 13, 2026 |
| Victrix Investment Advisors | History | Added to | 8,511 | 1,058 | 0.38% | 0.35% | 1535 | +930 | 12.27% | Q1 2026 | Apr 09, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 8,504 | 1,057 | 0.62% | 0.59% | 1536 | +45 | 0.53% | Q1 2026 | Apr 17, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 8,502 | 1,056 | 0.03% | 0.03% | 1537 | -92 | -1.07% | Q1 2026 | May 15, 2026 |
| Forum Private Client Group LLC | History | Reduced | 8,458 | 1,051 | 0.35% | 0.37% | 1538 | -693 | -7.57% | Q1 2026 | May 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 8,432 | 1,048 | 0.11% | 0.1% | 1539 | +96 | 1.15% | Q1 2026 | May 07, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 8,413 | 1,045 | 0.08% | 0.08% | 1540 | -201 | -2.33% | Q1 2026 | Apr 22, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Added to | 8,383 | 1,042 | 0.57% | 0.42% | 1542 | +1,841 | 28.14% | Q1 2026 | May 12, 2026 |
| Boston Trust Walden Corp | History | No change | 8,390 | 1,042 | 0.01% | 0.01% | 1541 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Management Associates, Inc | History | Reduced | 8,366 | 1,039 | 0.23% | 0.25% | 1544 | -1,129 | -11.89% | Q1 2026 | Apr 22, 2026 |
| MFA Wealth Services | History | Reduced | 8,359 | 1,039 | 0.69% | 0.68% | 1543 | -43 | -0.51% | Q1 2026 | Apr 21, 2026 |
| Inscription Capital, LLC | History | Reduced | 8,345 | 1,037 | 0.11% | 0.11% | 1545 | -262 | -3.04% | Q1 2026 | Apr 20, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 7,874 | 1,037 | 0.3% | 0.31% | 1546 | -18 | -0.23% | Q1 2026 | Apr 16, 2026 |
| Foster Group, Inc. | History | Added to | 8,269 | 1,027 | 0.03% | 0.03% | 1547 | +793 | 10.61% | Q1 2026 | Apr 13, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 8,205 | 1,019 | 0.86% | 0.87% | 1548 | -430 | -4.98% | Q1 2026 | May 13, 2026 |
| INNEALTA CAPITAL, LLC | History | New | 8,185 | 1,017 | 0.63% | — | 1550 | +8,185 | New | Q1 2026 | May 04, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 8,187 | 1,017 | 0.19% | 0.18% | 1549 | -105 | -1.27% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 8,433 | 1,013 | 0.18% | 0.18% | 1551 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 8,415 | 1,011 | 0.16% | 0.15% | 1552 | -2 | -0.02% | Q1 2026 | Apr 22, 2026 |
| Tufton Capital Management | History | Added to | 8,122 | 1,009 | 0.18% | 0.16% | 1553 | +439 | 5.71% | Q1 2026 | May 12, 2026 |
| Sageworth Trust Co of South Dakota | History | Reduced | 8,103 | 1,007 | 0.8% | 0.8% | 1554 | -100 | -1.22% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 8,089 | 1,005 | 0.05% | 0.04% | 1555 | +1,308 | 19.29% | Q1 2026 | Apr 24, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 8,079 | 1,004 | 0.33% | 0.3% | 1557 | -1,182 | -12.76% | Q1 2026 | Apr 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 8,083 | 1,004 | 0.14% | 0.14% | 1556 | -21 | -0.26% | Q1 2026 | May 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 8,067 | 1,002 | 0.07% | 0.06% | 1558 | +462 | 6.07% | Q1 2026 | May 06, 2026 |
| Sharkey, Howes & Javer | History | No change | 8,056 | 1,001 | 0.13% | 0.12% | 1559 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 8,050 | 1,000 | 0.0% | — | 1560 | +8,050 | New | Q1 2026 | May 08, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 8,026 | 997 | 0.52% | 0.54% | 1561 | -605 | -7.01% | Q1 2026 | Apr 21, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 8,020 | 996 | 0.37% | 0.34% | 1562 | +293 | 3.79% | Q1 2026 | Apr 30, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 7,992 | 993 | 0.36% | 0.37% | 1563 | -856 | -9.67% | Q1 2026 | May 06, 2026 |
| TRB Wealth Management, LLC | History | New | 7,984 | 992 | 0.14% | — | 1564 | +7,984 | New | Q1 2026 | May 14, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 7,970 | 990 | 0.63% | 0.61% | 1565 | +3 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Prospect Financial Services LLC | History | Reduced | 7,962 | 989 | 0.6% | 0.58% | 1566 | -500 | -5.91% | Q1 2026 | Apr 24, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 7,935 | 986 | 0.11% | 0.11% | 1567 | -112 | -1.39% | Q1 2026 | Apr 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 7,890 | 980 | 0.47% | 0.47% | 1568 | -155 | -1.93% | Q1 2026 | May 07, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 7,871 | 978 | 0.12% | 0.12% | 1569 | -50 | -0.63% | Q1 2026 | May 14, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 7,863 | 977 | 0.09% | 0.09% | 1570 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | New | 7,846 | 975 | 0.0% | — | 1571 | +7,846 | New | Q1 2026 | May 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 7,844 | 975 | 0.09% | — | 1572 | +7,844 | New | Q1 2026 | May 06, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,801 | 969 | 0.03% | 0.04% | 1573 | -749 | -8.76% | Q1 2026 | May 13, 2026 |
| Orion Capital Management LLC | History | No change | 7,803 | 969 | 0.33% | 0.32% | 1574 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 7,779 | 967 | 0.11% | 0.13% | 1575 | +40 | 0.52% | Q1 2026 | Apr 30, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 7,763 | 964 | 0.11% | 0.12% | 1576 | -1,366 | -14.96% | Q1 2026 | May 01, 2026 |
| Probity Advisors, Inc. | History | Reduced | 7,727 | 960 | 0.15% | 0.15% | 1578 | -187 | -2.36% | Q1 2026 | Apr 28, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 7,725 | 960 | 0.04% | 0.04% | 1577 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 7,720 | 959 | 0.06% | 0.04% | 1579 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ignite Planners, LLC | History | Added to | 7,667 | 957 | 0.15% | 0.13% | 1580 | +789 | 11.47% | Q1 2026 | Apr 17, 2026 |
| GM Advisory Group, LLC | History | Added to | 7,698 | 956 | 0.04% | 0.03% | 1581 | +1,893 | 32.61% | Q1 2026 | Apr 28, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 7,694 | 956 | 0.1% | 0.1% | 1582 | -646 | -7.75% | Q1 2026 | May 08, 2026 |
| Objective Capital Management, LLC | History | Reduced | 7,693 | 956 | 0.96% | 0.99% | 1583 | -386 | -4.78% | Q1 2026 | May 04, 2026 |
| Capital Developers, LLC | History | Reduced | 7,692 | 956 | 0.86% | 0.83% | 1584 | -10 | -0.13% | Q1 2026 | May 08, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 7,682 | 955 | 0.5% | 0.34% | 1585 | +139 | 1.84% | Q1 2026 | May 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 7,663 | 952 | 0.34% | 0.39% | 1586 | -1,474 | -16.13% | Q1 2026 | Apr 08, 2026 |
| Opulen Financial Group LLC | History | Added to | 7,622 | 947 | 0.67% | 0.67% | 1587 | +17 | 0.22% | Q1 2026 | Apr 29, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 7,597 | 944 | 0.04% | 0.04% | 1588 | +5 | 0.07% | Q1 2026 | May 14, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 7,591 | 943 | 0.45% | 0.45% | 1589 | +123 | 1.65% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 7,582 | 942 | 0.22% | 0.18% | 1590 | +1,517 | 25.01% | Q1 2026 | Apr 17, 2026 |
| Integrity Wealth Partners, LLC | History | New | 7,569 | 940 | 0.85% | — | 1591 | +7,569 | New | Q1 2026 | Apr 27, 2026 |
| CrossGen Wealth, LLC | History | Reduced | 7,556 | 939 | 0.82% | 0.8% | 1592 | -45 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 6,824 | 937 | 0.71% | 0.76% | 1593 | -449 | -6.17% | Q1 2026 | May 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 7,797 | 937 | 0.09% | 0.08% | 1594 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 7,516 | 934 | 0.21% | 0.2% | 1595 | -19 | -0.25% | Q1 2026 | Apr 10, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 7,527 | 933 | 0.58% | 0.53% | 1596 | +11 | 0.15% | Q1 2026 | Apr 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 7,499 | 932 | 0.02% | 0.02% | 1597 | +1,586 | 26.82% | Q1 2026 | Apr 27, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 7,505 | 932 | 0.27% | 0.26% | 1598 | -104 | -1.37% | Q1 2026 | Apr 30, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 7,486 | 930 | 0.46% | 0.5% | 1599 | -320 | -4.1% | Q1 2026 | Apr 20, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 7,489 | 930 | 0.7% | 0.49% | 1600 | +175 | 2.39% | Q1 2026 | Apr 14, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 7,454 | 926 | 0.07% | 0.07% | 1601 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 7,409 | 920 | 0.18% | 0.14% | 1602 | -504 | -6.37% | Q1 2026 | May 11, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 7,382 | 917 | 0.61% | 0.6% | 1603 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 7,375 | 916 | 0.36% | 0.31% | 1604 | +799 | 12.15% | Q1 2026 | Apr 21, 2026 |
| American Capital Advisory, LLC | History | Added to | 7,339 | 912 | 0.37% | 0.38% | 1605 | +59 | 0.81% | Q1 2026 | Apr 29, 2026 |
| Corundum Group, Inc. | History | Reduced | 7,334 | 911 | 0.3% | 0.31% | 1606 | -246 | -3.25% | Q1 2026 | Apr 20, 2026 |
| Claro Advisors Inc. | History | Reduced | 7,330 | 911 | 0.11% | 0.12% | 1607 | -5 | -0.07% | Q1 2026 | Apr 21, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 7,317 | 909 | 0.35% | 0.09% | 1608 | -314 | -4.11% | Q1 2026 | May 05, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 7,301 | 907 | 0.15% | 0.15% | 1609 | -69 | -0.94% | Q1 2026 | Apr 29, 2026 |
| Sensible Money, LLC | History | Added to | 7,292 | 906 | 0.28% | 0.28% | 1610 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 7,287 | 905 | 0.49% | 0.46% | 1611 | -10 | -0.14% | Q1 2026 | May 11, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 7,265 | 903 | 0.25% | 0.27% | 1612 | -7,265 | -50.0% | Q1 2026 | Apr 16, 2026 |
| Bowman & Co S.C. | History | No change | 7,513 | 902 | 0.38% | 0.38% | 1613 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 7,255 | 901 | 0.04% | 0.02% | 1614 | +4,273 | 143.29% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 7,500 | 901 | 0.28% | 0.28% | 1615 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 7,228 | 898 | 0.07% | 0.07% | 1616 | +8 | 0.11% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 7,206 | 895 | 0.04% | 0.04% | 1617 | -1,316 | -15.44% | Q1 2026 | May 11, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 7,196 | 894 | 0.34% | 0.33% | 1618 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 7,183 | 892 | 0.32% | 0.64% | 1619 | -7,705 | -51.75% | Q1 2026 | May 06, 2026 |
| Winthrop Capital Management, LLC | History | No change | 7,150 | 889 | 0.23% | 0.2% | 1620 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TL Private Wealth | History | Reduced | 6,823 | 888 | 0.35% | 0.34% | 1621 | -272 | -3.83% | Q1 2026 | Apr 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 7,133 | 886 | 0.03% | 0.12% | 1622 | +765 | 12.01% | Q1 2026 | May 14, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 7,116 | 884 | 0.86% | 0.85% | 1623 | -116 | -1.6% | Q1 2026 | May 13, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 7,088 | 881 | 0.15% | — | 1625 | +7,088 | New | Q1 2026 | May 11, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 7,088 | 881 | 0.08% | 0.09% | 1624 | -677 | -8.72% | Q1 2026 | Apr 23, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 7,024 | 873 | 0.3% | 0.29% | 1626 | -4 | -0.06% | Q1 2026 | Apr 23, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 7,027 | 873 | 0.13% | 0.13% | 1627 | -4 | -0.06% | Q1 2026 | Apr 22, 2026 |
| American Trust | History | Reduced | 7,018 | 872 | 0.08% | 0.08% | 1630 | -1,205 | -14.65% | Q1 2026 | May 01, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,020 | 872 | 0.01% | 0.01% | 1629 | +18 | 0.26% | Q1 2026 | May 01, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 7,016 | 872 | 0.04% | 0.04% | 1628 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| S&T BANK/PA | History | No change | 7,012 | 871 | 0.33% | 0.27% | 1631 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 6,997 | 869 | 0.33% | 0.48% | 1632 | -3,941 | -36.03% | Q1 2026 | May 11, 2026 |
| ETF Store, Inc. | History | Added to | 6,978 | 867 | 0.84% | 0.73% | 1633 | +992 | 16.57% | Q1 2026 | Apr 30, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Added to | 6,968 | 866 | 0.02% | 0.02% | 1634 | +227 | 3.37% | Q1 2026 | Apr 20, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 6,953 | 864 | 0.12% | 0.11% | 1635 | +183 | 2.7% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Added to | 6,929 | 861 | 0.21% | 0.17% | 1636 | +1,360 | 24.42% | Q1 2026 | May 11, 2026 |
| Sentinel Advisory Group, LLC | History | New | 6,913 | 859 | 0.42% | — | 1638 | +6,913 | New | Q1 2026 | May 14, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 6,819 | 859 | 0.46% | 0.48% | 1637 | -85 | -1.23% | Q1 2026 | Apr 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 6,903 | 858 | 0.12% | 0.11% | 1639 | -21 | -0.3% | Q1 2026 | Apr 08, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 6,885 | 855 | 0.26% | 0.17% | 1641 | +2,267 | 49.09% | Q1 2026 | Apr 15, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 6,884 | 855 | 0.29% | 0.28% | 1640 | -133 | -1.9% | Q1 2026 | May 04, 2026 |
| Talon Private Wealth, LLC | History | New | 6,832 | 849 | 0.11% | — | 1643 | +6,832 | New | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | No change | 6,831 | 849 | 0.01% | 0.02% | 1642 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 6,811 | 846 | 0.05% | 0.05% | 1644 | -507 | -6.93% | Q1 2026 | May 06, 2026 |
| Pacific Center for Financial Services | History | Reduced | 6,786 | 843 | 0.21% | 0.26% | 1645 | -1,766 | -20.65% | Q1 2026 | May 12, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 6,781 | 842 | 0.3% | 0.23% | 1646 | +600 | 9.71% | Q1 2026 | Apr 21, 2026 |
| BluePrint Investing LLC | History | Reduced | 6,766 | 841 | 0.67% | 0.73% | 1647 | -830 | -10.93% | Q1 2026 | Apr 22, 2026 |
| KLCM Advisors, Inc. | History | Added to | 6,713 | 834 | 0.07% | 0.06% | 1648 | +435 | 6.93% | Q1 2026 | Apr 30, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 6,940 | 833 | 0.04% | 0.04% | 1649 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Horizons Wealth Management | History | Reduced | 6,641 | 825 | 0.54% | 0.52% | 1650 | -5 | -0.08% | Q1 2026 | Apr 02, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 6,630 | 824 | 0.13% | 0.13% | 1651 | +15 | 0.23% | Q1 2026 | May 07, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 6,622 | 823 | 0.18% | 0.19% | 1652 | -56 | -0.84% | Q1 2026 | Apr 14, 2026 |
| Cooper Financial Group | History | Reduced | 6,611 | 821 | 0.08% | 0.09% | 1653 | -72 | -1.08% | Q1 2026 | Apr 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 6,597 | 820 | 0.14% | 0.11% | 1654 | +1,255 | 23.49% | Q1 2026 | May 08, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 6,591 | 819 | 0.06% | 0.04% | 1656 | +1,468 | 28.66% | Q1 2026 | May 05, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 6,586 | 819 | 0.08% | 0.07% | 1655 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Brio Consultants, LLC | History | Reduced | 5,922 | 817 | 0.1% | 0.1% | 1657 | -314 | -5.04% | Q1 2026 | May 06, 2026 |
| Emprise Bank | History | No change | 6,580 | 817 | 0.33% | 0.33% | 1658 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 6,567 | 816 | 0.18% | 0.16% | 1659 | +664 | 11.25% | Q1 2026 | Apr 27, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 6,549 | 814 | 0.08% | 0.07% | 1660 | +85 | 1.31% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | Reduced | 6,527 | 811 | 0.65% | 0.62% | 1661 | -535 | -7.58% | Q1 2026 | May 11, 2026 |
| IFS Group,LLC | History | New | 6,502 | 808 | 0.72% | — | 1664 | +6,502 | New | Q1 2026 | May 18, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 6,507 | 808 | 0.19% | 0.07% | 1663 | +4,159 | 177.13% | Q1 2026 | Apr 24, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 6,500 | 808 | 0.15% | 0.09% | 1662 | -1,303 | -16.7% | Q1 2026 | Apr 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 6,494 | 807 | 0.04% | 0.04% | 1667 | +517 | 8.65% | Q1 2026 | Apr 16, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 6,496 | 807 | 0.24% | 0.23% | 1666 | +202 | 3.21% | Q1 2026 | Apr 30, 2026 |
| Bank OZK | History | Added to | 6,499 | 807 | 0.28% | 0.27% | 1665 | +24 | 0.37% | Q1 2026 | May 13, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 6,472 | 804 | 0.3% | 0.28% | 1668 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Capasso Planning Partners LLC | History | No change | 6,687 | 803 | 0.44% | 0.44% | 1669 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | Added to | 6,407 | 796 | 0.02% | 0.02% | 1670 | +545 | 9.3% | Q1 2026 | May 14, 2026 |
| MOTCO | History | Reduced | 6,383 | 793 | 0.07% | 0.08% | 1671 | -642 | -9.14% | Q1 2026 | Apr 22, 2026 |
| Mosley Wealth Management | History | Added to | 6,644 | 789 | 0.36% | 0.36% | 1672 | +10 | 0.15% | Q1 2026 | Apr 27, 2026 |
| Security National Bank | History | Added to | 6,346 | 788 | 0.11% | 0.11% | 1673 | +153 | 2.47% | Q1 2026 | Apr 16, 2026 |
| ADE, LLC | History | Reduced | 6,330 | 786 | 0.38% | 0.37% | 1675 | -12 | -0.19% | Q1 2026 | May 14, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 6,329 | 786 | 0.2% | 0.2% | 1674 | +1 | 0.02% | Q1 2026 | Apr 15, 2026 |
| CVFG LLC | History | Added to | 6,319 | 785 | 0.1% | 0.33% | 1678 | +2,325 | 58.21% | Q1 2026 | Apr 29, 2026 |
| Granite Investment Partners, LLC | History | No change | 6,315 | 785 | 0.05% | 0.04% | 1676 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 6,317 | 785 | 0.41% | 0.4% | 1677 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 6,308 | 784 | 0.0% | 0.0% | 1679 | -136 | -2.11% | Q1 2026 | May 13, 2026 |
| Seven Post Investment Office LP | History | No change | 6,298 | 782 | 0.25% | 0.27% | 1680 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stokes Capital Advisors, LLC | History | Added to | 6,282 | 780 | 0.17% | 0.17% | 1681 | +81 | 1.31% | Q1 2026 | Apr 23, 2026 |
| Truepoint, Inc. | History | Added to | 6,274 | 779 | 0.02% | 0.02% | 1682 | +201 | 3.31% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 6,272 | 779 | 0.05% | 0.05% | 1683 | -80 | -1.26% | Q1 2026 | May 12, 2026 |
| Navigation Group, LLC | History | New | 6,260 | 778 | 0.18% | — | 1685 | +6,260 | New | Q1 2026 | May 05, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 6,265 | 778 | 0.18% | 0.18% | 1684 | -90 | -1.42% | Q1 2026 | Apr 02, 2026 |
| Key FInancial Inc | History | Reduced | 6,254 | 777 | 0.14% | 0.14% | 1687 | -106 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Livet Wealth, LLC | History | Added to | 6,258 | 777 | 0.49% | 0.46% | 1688 | +75 | 1.21% | Q1 2026 | Apr 24, 2026 |
| PIONEER TRUST BANK N A/OR | History | Added to | 6,256 | 777 | 0.19% | 0.17% | 1686 | +3 | 0.05% | Q1 2026 | Apr 28, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 6,246 | 776 | 0.22% | 0.21% | 1689 | -8 | -0.13% | Q1 2026 | May 11, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 6,215 | 772 | 0.29% | 0.35% | 1690 | +142 | 2.34% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 6,199 | 770 | 0.15% | 0.32% | 1691 | -5,161 | -45.43% | Q1 2026 | Apr 28, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 6,180 | 768 | 0.24% | 0.23% | 1692 | -214 | -3.35% | Q1 2026 | Apr 28, 2026 |
| Ardent Capital Management, Inc. | History | No change | 6,183 | 768 | 0.33% | 0.29% | 1693 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 6,172 | 767 | 0.11% | 0.1% | 1694 | -25 | -0.4% | Q1 2026 | Apr 15, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | New | 6,167 | 766 | 0.24% | — | 1695 | +6,167 | New | Q1 2026 | Apr 21, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 6,124 | 761 | 0.28% | 0.28% | 1697 | -180 | -2.86% | Q1 2026 | Apr 22, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 6,296 | 761 | 0.04% | 0.04% | 1696 | -84 | -1.32% | Q1 2026 | May 14, 2026 |
| LVZ, Inc. | History | Reduced | 6,112 | 759 | 0.09% | 0.09% | 1698 | -959 | -13.56% | Q1 2026 | Apr 28, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 6,108 | 759 | 0.33% | 0.32% | 1699 | +113 | 1.88% | Q1 2026 | May 14, 2026 |
| Roan Capital Partners | History | New | 6,049 | 751 | 0.69% | — | 1701 | +6,049 | New | Q1 2026 | Apr 15, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 6,044 | 751 | 0.04% | 0.02% | 1700 | +3,600 | 147.3% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 6,019 | 748 | 0.03% | 0.02% | 1702 | +492 | 8.9% | Q1 2026 | Apr 20, 2026 |
| Kennebec Savings Bank | History | Reduced | 6,017 | 747 | 0.67% | 0.65% | 1704 | -238 | -3.8% | Q1 2026 | Apr 17, 2026 |
| SWMG, LLC | History | Added to | 6,014 | 747 | 0.21% | 0.22% | 1703 | +23 | 0.38% | Q1 2026 | Apr 24, 2026 |
| Bouchey Financial Group Ltd | History | No change | 5,699 | 745 | 0.05% | 0.05% | 1705 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 5,972 | 742 | 0.06% | 0.06% | 1706 | -83 | -1.37% | Q1 2026 | Apr 06, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,967 | 741 | 0.06% | 0.06% | 1707 | +743 | 14.22% | Q1 2026 | Apr 16, 2026 |
| First National Advisers, LLC | History | Added to | 5,958 | 740 | 0.11% | 0.09% | 1709 | +700 | 13.31% | Q1 2026 | May 08, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 5,960 | 740 | 0.2% | 0.2% | 1708 | -69 | -1.14% | Q1 2026 | May 11, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 5,947 | 739 | 0.62% | 0.72% | 1710 | -2,203 | -27.03% | Q1 2026 | May 15, 2026 |
| Exchange Bank | History | Added to | 5,939 | 738 | 0.51% | 0.46% | 1711 | +381 | 6.85% | Q1 2026 | Apr 08, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 5,934 | 737 | 0.19% | — | 1712 | +5,934 | New | Q1 2026 | May 04, 2026 |
| Krilogy Financial LLC | History | Added to | 5,548 | 736 | 0.02% | 0.01% | 1713 | +3,799 | 217.21% | Q1 2026 | Apr 17, 2026 |
| BigSur Wealth Management LLC | History | Added to | 5,915 | 735 | 0.21% | 0.1% | 1714 | +2,350 | 65.92% | Q1 2026 | Apr 22, 2026 |
| Creekside Partners | History | Added to | 5,920 | 735 | 0.3% | 0.3% | 1715 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 5,905 | 734 | 0.26% | 0.24% | 1716 | +4 | 0.07% | Q1 2026 | Apr 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 5,884 | 731 | 0.07% | 0.06% | 1717 | +756 | 14.74% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 5,877 | 730 | 0.1% | 0.1% | 1718 | +4 | 0.07% | Q1 2026 | May 11, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 5,864 | 729 | 0.27% | 1.54% | 1721 | -30,324 | -83.8% | Q1 2026 | Apr 08, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 5,868 | 729 | 0.17% | 0.1% | 1719 | +2,357 | 67.13% | Q1 2026 | Apr 22, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 5,871 | 729 | 0.21% | 0.19% | 1720 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 5,862 | 728 | 0.04% | 0.04% | 1722 | -40 | -0.68% | Q1 2026 | Apr 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 5,856 | 727 | 0.06% | 0.05% | 1723 | -12 | -0.2% | Q1 2026 | Apr 08, 2026 |
| Tandem Financial, LLC | History | New | 5,811 | 722 | 0.23% | — | 1725 | +5,811 | New | Q1 2026 | May 08, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 5,814 | 722 | 0.34% | 0.3% | 1724 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 5,804 | 721 | 0.47% | 0.43% | 1726 | +230 | 4.13% | Q1 2026 | Apr 24, 2026 |
| Daner Wealth Management, LLC | History | Added to | 5,315 | 721 | 0.42% | 0.43% | 1728 | +13 | 0.25% | Q1 2026 | May 13, 2026 |
| Kearns & Associates LLC | History | No change | 5,808 | 721 | 0.39% | 0.36% | 1727 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 5,800 | 720 | 0.04% | 0.05% | 1729 | -1,752 | -23.2% | Q1 2026 | May 14, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 5,781 | 718 | 0.2% | 0.19% | 1730 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GatePass Capital, LLC | History | Added to | 5,768 | 717 | 0.33% | 0.31% | 1731 | +744 | 14.81% | Q1 2026 | May 06, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 5,756 | 715 | 0.19% | 0.18% | 1732 | +2 | 0.03% | Q1 2026 | May 01, 2026 |
| Cedrus Wealth Group LLC | History | New | 5,749 | 714 | 0.79% | — | 1734 | +5,749 | New | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,947 | 714 | 0.05% | 0.05% | 1733 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crew Capital Management, Ltd | History | No change | 5,731 | 712 | 0.47% | 0.43% | 1735 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 5,721 | 711 | 0.14% | 0.15% | 1736 | -236 | -3.96% | Q1 2026 | Apr 13, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 5,715 | 710 | 0.29% | 0.26% | 1738 | -132 | -2.26% | Q1 2026 | Apr 23, 2026 |
| Adams Wealth Management | History | Reduced | 5,712 | 710 | 0.16% | 0.15% | 1737 | -2 | -0.04% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 5,712 | 710 | 0.14% | 0.13% | 1739 | -2 | -0.04% | Q1 2026 | May 11, 2026 |
| JB Capital LLC | History | Reduced | 5,709 | 709 | 0.03% | 0.03% | 1741 | -235 | -3.95% | Q1 2026 | Apr 27, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 5,709 | 709 | 0.18% | 0.17% | 1742 | -115 | -1.97% | Q1 2026 | Apr 28, 2026 |
| Brookmont Capital Management | History | Added to | 5,706 | 709 | 0.4% | 0.4% | 1740 | +14 | 0.25% | Q1 2026 | May 15, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 5,701 | 708 | 0.29% | 0.29% | 1744 | -184 | -3.13% | Q1 2026 | Apr 08, 2026 |
| Invesco Ltd. | History | Added to | 5,698 | 708 | 0.0% | 0.0% | 1743 | +38 | 0.67% | Q1 2026 | May 12, 2026 |
| Shade Tree Advisors LLC | History | No change | 5,700 | 708 | 0.51% | 0.52% | 1745 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 5,693 | 707 | 0.18% | 0.19% | 1747 | -305 | -5.09% | Q1 2026 | Apr 17, 2026 |
| LPWM LLC | History | Added to | 5,692 | 707 | 0.18% | 0.16% | 1746 | +257 | 4.73% | Q1 2026 | Apr 08, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 5,658 | 703 | 0.23% | 0.23% | 1748 | -14 | -0.25% | Q1 2026 | May 04, 2026 |
| Facet Wealth, Inc. | History | Added to | 5,655 | 702 | 0.01% | 0.01% | 1749 | +366 | 6.92% | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | Reduced | 5,653 | 702 | 0.21% | 0.24% | 1750 | -140 | -2.42% | Q1 2026 | May 06, 2026 |
| August Group Capital Ltd | History | Added to | 5,625 | 699 | 0.81% | 0.75% | 1751 | +9 | 0.16% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 5,054 | 697 | 0.09% | 0.11% | 1752 | -388 | -7.13% | Q1 2026 | May 06, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 5,609 | 697 | 0.04% | 0.04% | 1753 | -73 | -1.28% | Q1 2026 | May 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 5,603 | 696 | 0.05% | 0.06% | 1754 | -978 | -14.86% | Q1 2026 | May 13, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 5,600 | 696 | 0.16% | 0.14% | 1756 | +450 | 8.74% | Q1 2026 | Apr 23, 2026 |
| Janney Capital Management LLC | History | No change | 5,794 | 696 | 0.04% | 0.04% | 1755 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,598 | 695 | 0.02% | 0.03% | 1759 | -1,272 | -18.52% | Q1 2026 | May 15, 2026 |
| Financial Insights, Inc. | History | Added to | 5,594 | 695 | 0.23% | 0.19% | 1757 | +1,000 | 21.77% | Q1 2026 | May 18, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 5,596 | 695 | 0.05% | 0.06% | 1758 | -45 | -0.8% | Q1 2026 | May 19, 2026 |
| TritonPoint Partners, LLC | History | Added to | 5,582 | 693 | 0.26% | 0.33% | 1761 | +443 | 8.62% | Q1 2026 | Apr 28, 2026 |
| InvesTrust | History | No change | 5,580 | 693 | 0.29% | 0.26% | 1760 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 5,572 | 692 | 0.3% | 0.3% | 1762 | -214 | -3.7% | Q1 2026 | May 05, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 5,543 | 689 | 0.59% | 0.55% | 1763 | +70 | 1.28% | Q1 2026 | May 06, 2026 |
| CNB Bank | History | Reduced | 5,549 | 689 | 0.29% | 0.27% | 1764 | -25 | -0.45% | Q1 2026 | May 06, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 5,550 | 689 | 0.28% | 0.29% | 1765 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 5,541 | 688 | 0.11% | 0.06% | 1766 | +2,115 | 61.73% | Q1 2026 | May 05, 2026 |
| Cynosure Group, LLC | History | Added to | 5,528 | 687 | 0.09% | 0.04% | 1767 | +2,579 | 87.45% | Q1 2026 | May 13, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 5,532 | 687 | 0.41% | 0.35% | 1768 | +797 | 16.83% | Q1 2026 | Apr 16, 2026 |
| S.A. Mason LLC | History | Added to | 5,523 | 686 | 0.26% | 0.21% | 1769 | +1,070 | 24.03% | Q1 2026 | Apr 27, 2026 |
| Balance Wealth, LLC | History | Reduced | 5,515 | 685 | 0.21% | 0.3% | 1770 | -2,181 | -28.34% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5,504 | 684 | 0.04% | 0.05% | 1771 | -658 | -10.68% | Q1 2026 | Apr 13, 2026 |
| HFG Advisors, Inc. | History | Reduced | 5,495 | 683 | 0.48% | 0.48% | 1772 | -35 | -0.63% | Q1 2026 | May 08, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 5,489 | 682 | 0.38% | 0.41% | 1773 | -15 | -0.27% | Q1 2026 | Apr 16, 2026 |
| Bogart Wealth, LLC | History | Added to | 5,479 | 681 | 0.03% | 0.02% | 1774 | +341 | 6.64% | Q1 2026 | Apr 28, 2026 |
| GGM Financial LLC | History | Reduced | 5,470 | 679 | 0.31% | 0.32% | 1775 | -39 | -0.71% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 5,455 | 678 | 0.05% | 0.05% | 1776 | -160 | -2.85% | Q1 2026 | Apr 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 5,439 | 676 | 0.67% | 0.66% | 1778 | -64 | -1.16% | Q1 2026 | Apr 14, 2026 |
| SP Asset Management LLC | History | Added to | 5,443 | 676 | 0.06% | 0.05% | 1777 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| American Investment Services, Inc. | History | Reduced | 5,437 | 675 | 0.15% | 0.16% | 1779 | -161 | -2.88% | Q1 2026 | May 13, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 5,425 | 674 | 0.4% | 0.4% | 1780 | +1 | 0.02% | Q1 2026 | Apr 30, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 5,417 | 673 | 0.04% | 0.04% | 1781 | -1,139 | -17.37% | Q1 2026 | May 06, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 5,414 | 673 | 0.49% | 0.52% | 1782 | -699 | -11.43% | Q1 2026 | May 05, 2026 |
| Sunpointe, LLC | History | No change | 5,394 | 670 | 0.22% | 0.21% | 1783 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alhambra Investment Management LLC | History | Added to | 5,368 | 667 | 0.31% | 0.3% | 1784 | +18 | 0.34% | Q1 2026 | Apr 15, 2026 |
| Clarendon Private LLC | History | Reduced | 5,352 | 665 | 0.51% | 0.56% | 1785 | -103 | -1.89% | Q1 2026 | May 11, 2026 |
| Concentrum Wealth Management | History | Added to | 5,349 | 664 | 0.2% | 0.14% | 1787 | +1,192 | 28.67% | Q1 2026 | May 04, 2026 |
| Ledyard National Bank | History | Reduced | 5,344 | 664 | 0.06% | 0.06% | 1786 | -499 | -8.54% | Q1 2026 | Apr 24, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 5,343 | 664 | 0.2% | 0.19% | 1788 | -3 | -0.06% | Q1 2026 | Apr 20, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 5,340 | 663 | 0.04% | — | 1792 | +5,340 | New | Q1 2026 | May 11, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 5,337 | 663 | 0.19% | 0.19% | 1790 | -323 | -5.71% | Q1 2026 | Apr 23, 2026 |
| Costello Asset Management, INC | History | Reduced | 5,339 | 663 | 0.23% | 0.21% | 1789 | -34 | -0.63% | Q1 2026 | Apr 30, 2026 |
| W ADVISORS, LLC | History | Reduced | 5,334 | 663 | 0.34% | 0.32% | 1791 | -8 | -0.15% | Q1 2026 | Apr 29, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 5,332 | 662 | 0.03% | 0.02% | 1793 | +1,065 | 24.96% | Q1 2026 | May 15, 2026 |
| Brightwater Advisory LLC | History | Reduced | 5,331 | 662 | 0.44% | 0.47% | 1794 | -459 | -7.93% | Q1 2026 | Apr 30, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 5,300 | 658 | 0.1% | 0.09% | 1795 | +341 | 6.88% | Q1 2026 | Apr 27, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 5,293 | 657 | 0.26% | 0.3% | 1796 | -847 | -13.79% | Q1 2026 | Apr 22, 2026 |
| Crews Bank & Trust | History | Reduced | 5,293 | 657 | 0.1% | 0.1% | 1797 | -433 | -7.56% | Q1 2026 | May 13, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 5,286 | 657 | 0.61% | 0.6% | 1798 | -150 | -2.76% | Q1 2026 | Apr 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,285 | 656 | 0.03% | 0.03% | 1799 | +59 | 1.13% | Q1 2026 | Apr 13, 2026 |
| Atwater Malick LLC | History | New | 5,273 | 655 | 0.18% | — | 1800 | +5,273 | New | Q1 2026 | Apr 22, 2026 |
| Marex Group plc | History | Added to | 5,237 | 651 | 0.0% | 0.0% | 1801 | +269 | 5.41% | Q1 2026 | May 13, 2026 |
| SFM, LLC | History | Reduced | 5,238 | 651 | 0.39% | 0.39% | 1802 | -253 | -4.61% | Q1 2026 | Apr 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,231 | 650 | 0.01% | 0.01% | 1803 | +21 | 0.4% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Management LLC | History | Added to | 5,222 | 649 | 0.13% | 0.07% | 1804 | +2,578 | 97.5% | Q1 2026 | Apr 01, 2026 |
| Brooklyn Investment Group | History | Added to | 5,205 | 647 | 0.02% | 0.02% | 1805 | +2,453 | 89.14% | Q1 2026 | Apr 29, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 5,199 | 646 | 0.09% | 0.3% | 1806 | -12,930 | -71.32% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 5,175 | 643 | 0.22% | 0.23% | 1807 | -45 | -0.86% | Q1 2026 | Apr 23, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Reduced | 5,161 | 641 | 0.59% | 0.6% | 1809 | -233 | -4.32% | Q1 2026 | Apr 21, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 5,157 | 641 | 0.18% | 0.18% | 1808 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GDS Wealth Management | History | Added to | 5,147 | 639 | 0.04% | 0.03% | 1810 | +499 | 10.74% | Q1 2026 | Apr 27, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 5,128 | 637 | 0.1% | 0.1% | 1811 | -139 | -2.64% | Q1 2026 | May 06, 2026 |
| Wealth Group Ltd | History | Added to | 5,113 | 635 | 0.14% | 0.14% | 1812 | +7 | 0.14% | Q1 2026 | Apr 10, 2026 |
| COWA, LLC | History | Reduced | 5,105 | 634 | 0.17% | 0.28% | 1813 | -2,500 | -32.87% | Q1 2026 | May 14, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | New | 5,099 | 633 | 0.16% | — | 1815 | +5,099 | New | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 5,069 | 633 | 0.13% | 0.14% | 1814 | +1,299 | 34.46% | Q1 2026 | May 11, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 5,091 | 632 | 0.31% | 0.3% | 1818 | +86 | 1.72% | Q1 2026 | May 05, 2026 |
| Carson Advisory Inc. | History | Reduced | 5,090 | 632 | 0.33% | 0.32% | 1817 | -64 | -1.24% | Q1 2026 | May 07, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 5,091 | 632 | 0.33% | 0.32% | 1816 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | Added to | 5,076 | 631 | 0.12% | 0.11% | 1819 | +162 | 3.3% | Q1 2026 | May 07, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 5,075 | 630 | 0.1% | 0.1% | 1820 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,060 | 629 | 0.18% | 0.16% | 1821 | +148 | 3.01% | Q1 2026 | May 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,058 | 628 | 0.12% | 0.12% | 1822 | +169 | 3.46% | Q1 2026 | May 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 4,991 | 620 | 0.21% | 0.14% | 1824 | +1,400 | 38.99% | Q1 2026 | Apr 22, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 4,994 | 620 | 0.01% | 0.01% | 1823 | +418 | 9.13% | Q1 2026 | May 05, 2026 |
| High Probability Advisors, LLC | History | Reduced | 4,976 | 618 | 0.08% | 0.09% | 1825 | -755 | -13.17% | Q1 2026 | Apr 10, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 4,967 | 617 | 0.04% | 0.03% | 1826 | -690 | -12.2% | Q1 2026 | Apr 16, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 4,962 | 616 | 0.12% | 0.13% | 1827 | -216 | -4.17% | Q1 2026 | May 01, 2026 |
| E&G Advisors, LP | History | Added to | 4,927 | 612 | 0.14% | 0.07% | 1828 | +2,141 | 76.85% | Q1 2026 | Apr 21, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 4,928 | 612 | 0.09% | 0.08% | 1829 | -5 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Clark Asset Management, LLC | History | Added to | 4,918 | 611 | 0.06% | 0.06% | 1831 | +457 | 10.24% | Q1 2026 | Apr 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 4,919 | 611 | 0.02% | 0.02% | 1830 | +17 | 0.35% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,909 | 610 | 0.11% | 0.09% | 1832 | +972 | 24.69% | Q1 2026 | May 11, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 4,896 | 608 | 0.35% | 0.37% | 1833 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 5,061 | 608 | 0.92% | 0.92% | 1834 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,884 | 607 | 0.19% | 0.2% | 1836 | -2,897 | -37.23% | Q1 2026 | May 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 4,666 | 607 | 0.01% | 0.01% | 1835 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GreatBanc Trust CO | History | Reduced | 4,830 | 600 | 0.42% | 0.43% | 1837 | -290 | -5.66% | Q1 2026 | Apr 30, 2026 |
| BAYBAN | History | No change | 4,832 | 600 | 0.52% | 0.51% | 1838 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 13,186 | 599 | 0.12% | 0.1% | 1839 | +1,296 | 10.9% | Q1 2026 | May 15, 2026 |
| Stelac Advisory Services LLC | History | Added to | 4,815 | 598 | 0.12% | 0.18% | 1840 | +689 | 16.7% | Q1 2026 | May 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 4,724 | 597 | 0.04% | 0.04% | 1841 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 4,800 | 596 | 0.28% | 0.25% | 1842 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quartz Partners, LLC | History | Added to | 4,790 | 595 | 0.23% | 0.21% | 1843 | +192 | 4.18% | Q1 2026 | May 05, 2026 |
| Nemes Rush Group LLC | History | Reduced | 4,783 | 594 | 0.06% | 0.06% | 1844 | -132 | -2.69% | Q1 2026 | Apr 21, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 4,775 | 593 | 0.3% | 0.42% | 1846 | -442 | -8.47% | Q1 2026 | Apr 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 4,771 | 593 | 0.09% | 0.08% | 1845 | +354 | 8.01% | Q1 2026 | May 11, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 4,771 | 593 | 0.25% | 0.26% | 1847 | +57 | 1.21% | Q1 2026 | Apr 08, 2026 |
| MASECO LLP | History | Reduced | 4,758 | 591 | 0.02% | 0.03% | 1848 | -473 | -9.04% | Q1 2026 | Apr 21, 2026 |
| Argent Advisors, Inc. | History | No change | 4,724 | 587 | 0.16% | 0.16% | 1849 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Kelly Financial Services LLC | History | Added to | 4,721 | 586 | 0.14% | 0.1% | 1850 | +1,332 | 39.3% | Q1 2026 | Apr 13, 2026 |
| River Wealth Advisors LLC | History | Reduced | 4,711 | 585 | 0.07% | 0.07% | 1852 | -770 | -14.05% | Q1 2026 | May 13, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 4,714 | 585 | 0.13% | 0.13% | 1851 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 4,704 | 584 | 0.07% | 0.08% | 1853 | -579 | -10.96% | Q1 2026 | May 12, 2026 |
| Balboa Wealth Partners | History | Added to | 4,698 | 584 | 0.1% | 0.09% | 1854 | +410 | 9.56% | Q1 2026 | Apr 16, 2026 |
| Bonfire Financial | History | No change | 4,697 | 583 | 0.44% | 0.42% | 1855 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,689 | 582 | 0.04% | 0.04% | 1856 | +1 | 0.02% | Q1 2026 | Apr 23, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 4,677 | 581 | 0.06% | 0.07% | 1858 | -759 | -13.96% | Q1 2026 | Apr 10, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 4,680 | 581 | 0.06% | 0.06% | 1857 | -10 | -0.21% | Q1 2026 | Apr 08, 2026 |
| Claris Financial LLC | History | Added to | 4,679 | 581 | 0.32% | 0.3% | 1859 | +4 | 0.09% | Q1 2026 | May 18, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 4,666 | 580 | 0.06% | 0.05% | 1860 | +252 | 5.71% | Q1 2026 | Apr 30, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 4,658 | 579 | 0.14% | — | 1863 | +4,658 | New | Q1 2026 | Apr 10, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 4,665 | 579 | 0.24% | 0.22% | 1861 | -89 | -1.87% | Q1 2026 | Apr 22, 2026 |
| Finley Financial, LLC | History | No change | 4,660 | 579 | 0.27% | 0.26% | 1862 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arnold Financial Planning LLC | History | Reduced | 4,654 | 578 | 0.54% | 0.66% | 1864 | -659 | -12.4% | Q1 2026 | Apr 14, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 4,642 | 577 | 0.04% | 0.04% | 1865 | +465 | 11.13% | Q1 2026 | Apr 24, 2026 |
| Modus Advisors, LLC | History | Reduced | 4,637 | 576 | 0.16% | 0.15% | 1866 | -181 | -3.76% | Q1 2026 | May 04, 2026 |
| TSFG, LLC | History | Reduced | 4,628 | 575 | 0.09% | 0.09% | 1869 | -484 | -9.47% | Q1 2026 | Apr 27, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 4,627 | 575 | 0.03% | 0.03% | 1868 | -126 | -2.65% | Q1 2026 | May 01, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 4,626 | 575 | 0.07% | 0.06% | 1867 | -10 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Vigilare Wealth Management | History | Reduced | 4,625 | 574 | 0.19% | 1.25% | 1870 | -26,362 | -85.07% | Q1 2026 | Apr 01, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 4,622 | 574 | 0.13% | 0.13% | 1871 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| American National Bank of Texas | History | New | 4,617 | 573 | 0.55% | — | 1872 | +4,617 | New | Q1 2026 | Apr 09, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 4,605 | 572 | 0.04% | 0.05% | 1873 | -1,019 | -18.12% | Q1 2026 | May 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 4,603 | 572 | 0.26% | 0.26% | 1876 | -536 | -10.43% | Q1 2026 | Apr 28, 2026 |
| Lazard Freres Gestion S.A.S. | History | No change | 4,602 | 572 | 0.01% | 0.01% | 1874 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 4,602 | 572 | 0.13% | 0.12% | 1875 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 4,599 | 571 | 0.1% | 0.07% | 1877 | +1,159 | 33.69% | Q1 2026 | May 06, 2026 |
| Peloton Wealth Strategists | History | Added to | 4,584 | 570 | 0.23% | 0.2% | 1879 | +345 | 8.14% | Q1 2026 | May 14, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 4,587 | 570 | 0.03% | 0.03% | 1878 | +327 | 7.68% | Q1 2026 | Apr 17, 2026 |
| Clare Market Investments LLC | History | New | 4,581 | 569 | 0.12% | — | 1884 | +4,581 | New | Q1 2026 | Apr 29, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 4,580 | 569 | 0.06% | 0.04% | 1880 | +1,682 | 58.04% | Q1 2026 | Apr 10, 2026 |
| Private Capital Management, LLC | History | Reduced | 4,580 | 569 | 0.06% | 0.05% | 1881 | -366 | -7.4% | Q1 2026 | May 15, 2026 |
| Avondale Wealth Management | History | Added to | 4,580 | 569 | 0.28% | 0.27% | 1883 | +200 | 4.57% | Q1 2026 | Apr 14, 2026 |
| Trust Co | History | No change | 4,580 | 569 | 0.05% | 0.05% | 1882 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 4,373 | 567 | 0.13% | 0.06% | 1887 | +2,274 | 108.34% | Q1 2026 | Apr 10, 2026 |
| DDD Partners, LLC | History | No change | 4,563 | 567 | 0.04% | 0.03% | 1885 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Council, LLC | History | No change | 4,569 | 567 | 0.22% | 0.22% | 1886 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Bank & Trust | History | No change | 4,555 | 566 | 0.12% | 0.11% | 1888 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 4,527 | 562 | 0.31% | 0.33% | 1889 | +11 | 0.24% | Q1 2026 | Apr 21, 2026 |
| Cove Private Wealth, LLC | History | Added to | 4,507 | 560 | 0.13% | 0.16% | 1890 | +142 | 3.25% | Q1 2026 | May 13, 2026 |
| SFAM, LLC | History | No change | 4,496 | 558 | 0.52% | 0.49% | 1891 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 4,442 | 557 | 0.02% | 0.03% | 1893 | -6,064 | -57.72% | Q1 2026 | Apr 08, 2026 |
| MATAURO, LLC | History | Reduced | 4,484 | 557 | 0.08% | 0.12% | 1894 | -2,397 | -34.84% | Q1 2026 | Apr 22, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 4,640 | 557 | 0.15% | 0.15% | 1892 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 4,477 | 556 | 0.13% | 0.14% | 1895 | -20 | -0.44% | Q1 2026 | Apr 08, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 4,459 | 554 | 0.1% | 0.1% | 1896 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Howard Capital Management Group, LLC | History | No change | 4,449 | 553 | 0.04% | 0.03% | 1897 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 4,442 | 552 | 0.36% | 0.26% | 1898 | -741 | -14.3% | Q1 2026 | May 06, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 4,439 | 551 | 0.11% | 0.1% | 1899 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 4,423 | 549 | 0.04% | 0.05% | 1900 | -54 | -1.21% | Q1 2026 | Apr 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 4,408 | 548 | 0.14% | 0.2% | 1901 | -2,348 | -34.75% | Q1 2026 | Apr 17, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 4,404 | 547 | 0.01% | 0.01% | 1902 | +1,321 | 42.85% | Q1 2026 | Apr 29, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 4,402 | 547 | 0.38% | 0.32% | 1903 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 4,400 | 546 | 0.01% | 0.0% | 1904 | +85 | 1.97% | Q1 2026 | May 14, 2026 |
| Nautilus Advisors LLC | History | Added to | 4,391 | 545 | 0.37% | 0.33% | 1905 | +201 | 4.8% | Q1 2026 | Apr 17, 2026 |
| Vines Capital Management, LLC | History | Reduced | 4,389 | 545 | 0.54% | 0.52% | 1906 | -19 | -0.43% | Q1 2026 | May 12, 2026 |
| Nilsine Partners, LLC | History | Reduced | 3,987 | 544 | 0.04% | 0.04% | 1907 | -217 | -5.16% | Q1 2026 | Apr 29, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 4,380 | 544 | 0.38% | 0.36% | 1908 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 4,375 | 543 | 0.31% | 0.3% | 1909 | +22 | 0.51% | Q1 2026 | Apr 10, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 4,368 | 542 | 0.28% | — | 1911 | +4,368 | New | Q1 2026 | May 13, 2026 |
| Dale Q Rice Investment Management Ltd | History | Added to | 4,366 | 542 | 0.41% | 0.36% | 1910 | +218 | 5.26% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 4,345 | 540 | 0.15% | 0.16% | 1914 | -167 | -3.7% | Q1 2026 | May 13, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 4,345 | 540 | 0.4% | 0.36% | 1913 | +115 | 2.72% | Q1 2026 | Apr 16, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 4,343 | 540 | 0.2% | 0.21% | 1912 | -98 | -2.21% | Q1 2026 | Apr 15, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 4,340 | 539 | 0.29% | 0.34% | 1916 | -358 | -7.62% | Q1 2026 | Apr 14, 2026 |
| Maia Wealth LLC | History | Reduced | 4,336 | 539 | 0.09% | 0.1% | 1915 | -217 | -4.77% | Q1 2026 | May 08, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 4,331 | 538 | 0.15% | 0.16% | 1917 | -4 | -0.09% | Q1 2026 | Apr 24, 2026 |
| Investment Research Partners LLC | History | Reduced | 4,328 | 538 | 0.22% | 0.22% | 1918 | -1 | -0.02% | Q1 2026 | Apr 29, 2026 |
| Northwest Bancshares, Inc. | History | Added to | 4,289 | 533 | 0.11% | 0.04% | 1919 | +2,493 | 138.81% | Q1 2026 | May 12, 2026 |
| FC Advisory LLC | History | Reduced | 4,295 | 533 | 0.16% | 0.15% | 1920 | -94 | -2.14% | Q1 2026 | Apr 14, 2026 |
| Parkside Investments, LLC | History | No change | 4,294 | 533 | 0.06% | 0.06% | 1921 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 4,282 | 532 | 0.02% | 0.02% | 1922 | +13 | 0.3% | Q1 2026 | May 11, 2026 |
| Vantus Wealth LLC | History | No change | 4,430 | 532 | 0.39% | 0.39% | 1923 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 4,249 | 528 | 0.0% | 0.0% | 1924 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 4,243 | 527 | 0.06% | 0.07% | 1925 | -886 | -17.27% | Q1 2026 | May 11, 2026 |
| BSW Wealth Partners | History | Reduced | 4,228 | 525 | 0.06% | 0.07% | 1926 | -282 | -6.25% | Q1 2026 | Apr 14, 2026 |
| Allie Family Office LLC | History | No change | 4,229 | 525 | 0.23% | 0.24% | 1927 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 4,208 | 523 | 0.06% | 0.05% | 1928 | +663 | 18.7% | Q1 2026 | May 04, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 4,210 | 523 | 0.09% | 0.09% | 1929 | +16 | 0.38% | Q1 2026 | Apr 08, 2026 |
| BTC Capital Management, Inc. | History | Added to | 4,180 | 519 | 0.04% | 0.03% | 1930 | +829 | 24.74% | Q1 2026 | Apr 20, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 4,181 | 519 | 0.09% | 0.1% | 1931 | -307 | -6.84% | Q1 2026 | May 15, 2026 |
| Leisure Capital Management | History | Reduced | 4,175 | 518 | 0.18% | 0.17% | 1933 | -108 | -2.52% | Q1 2026 | May 08, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 4,171 | 518 | 0.04% | 0.04% | 1932 | +46 | 1.12% | Q1 2026 | Apr 28, 2026 |
| Tribridge Partners Financial LLC | History | Reduced | 4,134 | 518 | 0.21% | 0.21% | 1935 | -30 | -0.72% | Q1 2026 | Apr 15, 2026 |
| Kooman & Associates | History | Added to | 4,168 | 518 | 0.15% | 0.15% | 1934 | +23 | 0.55% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 4,165 | 517 | 0.08% | 0.09% | 1936 | -1,202 | -22.4% | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | Reduced | 4,158 | 516 | 0.14% | 0.14% | 1937 | -82 | -1.93% | Q1 2026 | May 07, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 4,148 | 515 | 0.16% | 0.15% | 1938 | +356 | 9.39% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 4,140 | 515 | 0.17% | 0.17% | 1939 | -48 | -1.15% | Q1 2026 | Apr 24, 2026 |
| Sovran Advisors, LLC | History | Added to | 3,752 | 514 | 0.04% | 0.04% | 1940 | +237 | 6.74% | Q1 2026 | May 01, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 4,115 | 511 | 0.5% | 0.47% | 1941 | -16 | -0.39% | Q1 2026 | Apr 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 4,106 | 510 | 0.05% | 0.05% | 1942 | -352 | -7.9% | Q1 2026 | May 15, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 4,106 | 510 | 0.21% | 0.21% | 1943 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 4,090 | 508 | 0.03% | 0.02% | 1944 | +1,254 | 44.22% | Q1 2026 | May 05, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 4,079 | 507 | 0.3% | 0.26% | 1945 | +306 | 8.11% | Q1 2026 | May 14, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 4,072 | 506 | 0.35% | 0.22% | 1947 | +1,679 | 70.16% | Q1 2026 | Apr 21, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 4,071 | 506 | 0.04% | 0.03% | 1946 | -17 | -0.42% | Q1 2026 | Apr 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 4,065 | 505 | 0.06% | — | 1948 | +4,065 | New | Q1 2026 | May 18, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 4,061 | 504 | 0.07% | 0.07% | 1949 | +117 | 2.97% | Q1 2026 | May 07, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 4,052 | 503 | 0.23% | 0.2% | 1951 | +505 | 14.24% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 4,051 | 503 | 0.02% | 0.02% | 1950 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stokes Family Office, LLC | History | Reduced | 4,038 | 502 | 0.05% | 0.05% | 1953 | -786 | -16.29% | Q1 2026 | May 11, 2026 |
| Vident Advisory, LLC | History | Added to | 4,044 | 502 | 0.0% | 0.0% | 1952 | +185 | 4.79% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 4,027 | 500 | 0.02% | 0.01% | 1954 | +1,210 | 42.95% | Q1 2026 | May 13, 2026 |
| Gouws Capital LLC | History | No change | 4,025 | 500 | 0.26% | 0.26% | 1955 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Plum Street Advisors, LLC | History | No change | 4,008 | 498 | 0.17% | 0.17% | 1956 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LAM GROUP, INC. | History | No change | 4,000 | 497 | 0.27% | 0.27% | 1957 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FWG Investments, LLC. | History | Reduced | 3,992 | 496 | 0.32% | 0.32% | 1959 | -239 | -5.65% | Q1 2026 | Apr 21, 2026 |
| Thomasville National Bank | History | No change | 4,128 | 496 | 0.03% | 0.03% | 1958 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Evansbrook LLC | History | No change | 4,124 | 495 | 0.33% | 0.33% | 1960 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Diversified Enterprises, LLC | History | New | 3,967 | 493 | 0.03% | — | 1965 | +3,967 | New | Q1 2026 | May 14, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 3,966 | 493 | 0.09% | 0.09% | 1962 | +2,109 | 113.57% | Q1 2026 | Apr 29, 2026 |
| EJMK Ventures LLC | History | Reduced | 3,973 | 493 | 0.28% | 0.36% | 1964 | -878 | -18.1% | Q1 2026 | Apr 24, 2026 |
| First PREMIER Bank | History | No change | 3,968 | 493 | 0.11% | 0.11% | 1961 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 3,966 | 493 | 0.36% | 0.34% | 1963 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 3,960 | 492 | 0.1% | 0.09% | 1966 | +94 | 2.43% | Q1 2026 | Apr 24, 2026 |
| Decker Wealth Management LLC | History | No change | 3,956 | 491 | 0.11% | 0.1% | 1967 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 3,947 | 490 | 0.1% | 0.1% | 1970 | -176 | -4.27% | Q1 2026 | May 13, 2026 |
| Lantz Financial LLC | History | Added to | 3,942 | 490 | 0.1% | 0.1% | 1968 | +51 | 1.31% | Q1 2026 | Apr 09, 2026 |
| Aufman Associates Inc | History | Added to | 3,945 | 490 | 0.24% | 0.24% | 1969 | +4 | 0.1% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 3,932 | 488 | 0.03% | 0.04% | 1971 | +610 | 18.36% | Q1 2026 | Apr 21, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 3,921 | 485 | 0.06% | 0.03% | 1972 | +2,212 | 129.43% | Q1 2026 | Apr 30, 2026 |
| RFP Financial Group LLC | History | Reduced | 3,878 | 482 | 0.26% | 0.22% | 1973 | -28 | -0.72% | Q1 2026 | May 13, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 3,881 | 482 | 0.34% | 0.32% | 1974 | +2 | 0.05% | Q1 2026 | May 08, 2026 |
| GREENWOOD GEARHART LLC | History | New | 3,876 | 481 | 0.03% | — | 1975 | +3,876 | New | Q1 2026 | May 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 3,861 | 479 | 0.02% | 0.02% | 1976 | -819 | -17.5% | Q1 2026 | May 12, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 3,638 | 479 | 0.21% | 0.22% | 1977 | -454 | -11.09% | Q1 2026 | Apr 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 3,843 | 477 | 0.09% | 0.08% | 1978 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 3,834 | 476 | 0.34% | 0.42% | 1982 | -1,466 | -27.66% | Q1 2026 | Apr 24, 2026 |
| Veracity Capital LLC | History | Reduced | 3,830 | 476 | 0.17% | 0.14% | 1980 | -157 | -3.94% | Q1 2026 | Apr 09, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,837 | 476 | 0.05% | 0.05% | 1979 | +20 | 0.52% | Q1 2026 | Apr 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 3,833 | 476 | 0.1% | 0.11% | 1981 | +7 | 0.18% | Q1 2026 | May 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 3,808 | 473 | 0.01% | 0.01% | 1983 | +1,659 | 77.2% | Q1 2026 | May 05, 2026 |
| Avail Investment Partners, LLC | History | New | 3,797 | 472 | 0.5% | — | 1984 | +3,797 | New | Q1 2026 | May 13, 2026 |
| AA Financial Advisors, LLC | History | Added to | 3,791 | 471 | 0.07% | 0.08% | 1986 | +225 | 6.31% | Q1 2026 | Apr 20, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 3,791 | 471 | 0.02% | 0.02% | 1985 | -15 | -0.39% | Q1 2026 | May 12, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 3,789 | 470 | 0.38% | 0.34% | 1987 | +48 | 1.28% | Q1 2026 | May 11, 2026 |
| F&V Capital Management, LLC | History | No change | 3,770 | 469 | 0.1% | 0.1% | 1988 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 3,752 | 466 | 0.05% | 0.03% | 1989 | +1,770 | 89.3% | Q1 2026 | Apr 16, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 3,755 | 466 | 0.3% | 0.29% | 1990 | -66 | -1.73% | Q1 2026 | Apr 22, 2026 |
| Altus Wealth Group LLC | History | Reduced | 3,749 | 466 | 0.19% | 0.18% | 1991 | -2 | -0.05% | Q1 2026 | Apr 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,754 | 466 | 0.1% | 0.1% | 1992 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Reduced | 9,230 | 464 | 0.03% | 0.08% | 1993 | -2,000 | -17.81% | Q1 2026 | Apr 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 3,724 | 463 | 0.0% | 0.0% | 1994 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NCM Capital Management, LLC | History | No change | 3,728 | 463 | 0.17% | 0.17% | 1995 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 3,714 | 461 | 0.19% | 0.19% | 1996 | -4 | -0.11% | Q1 2026 | May 11, 2026 |
| Haverford Financial Services, Inc. | History | Reduced | 3,704 | 460 | 0.14% | 0.18% | 1997 | -1,506 | -28.91% | Q1 2026 | May 11, 2026 |
| Garner Asset Management Corp | History | Added to | 3,705 | 460 | 0.18% | 0.17% | 1998 | +4 | 0.11% | Q1 2026 | Apr 28, 2026 |
| WealthPlan Investment Management, LLC | History | New | 3,689 | 458 | 0.03% | — | 2002 | +3,689 | New | Q1 2026 | Apr 29, 2026 |
| BFSG, LLC | History | Added to | 3,688 | 458 | 0.04% | 0.03% | 1999 | +709 | 23.8% | Q1 2026 | Apr 28, 2026 |