iSHARES TRUST - ITOT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 79,917,650 | 11,382,670 | 0.2% | 0.18% | 1 | +9,205,432 | 13.02% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 65,970,413 | 9,396,165 | 1.77% | 1.73% | 2 | +2,059,966 | 3.22% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 14,373,487 | 2,047,215 | 4.49% | 3.86% | 3 | +2,761,411 | 23.78% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 10,650,612 | 1,583,639 | 0.51% | 0.47% | 4 | +676,317 | 6.78% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 10,617,929 | 1,512,311 | 2.86% | 3.03% | 5 | -62,926 | -0.59% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 10,203,087 | 1,453,225 | 0.09% | 0.1% | 6 | -696,679 | -6.39% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 6,686,069 | 953,517 | 1.06% | 1.04% | 7 | +535,665 | 8.71% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,618,420 | 942,661 | 0.07% | 0.07% | 8 | +201,142 | 3.13% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 5,929,433 | 844,529 | 0.22% | 0.26% | 9 | -394,791 | -6.24% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,415,954 | 770,864 | 7.77% | 9.2% | 10 | +372,803 | 7.39% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | Added to | 5,345,013 | 761,290 | 8.14% | 2.54% | 11 | +4,095,130 | 327.64% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,233,606 | 602,992 | 0.16% | 0.16% | 12 | +611,348 | 16.88% | Q1 2026 | May 04, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 4,042,349 | 575,751 | 16.88% | 16.13% | 13 | +404,119 | 11.11% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,872,493 | 551,559 | 6.31% | 6.56% | 14 | -31,491 | -0.81% | Q1 2026 | Apr 20, 2026 |
| Auto-Owners Insurance Co | History | No change | 3,595,344 | 512,084 | 10.72% | 11.22% | 15 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ballentine Partners, LLC | History | Reduced | 3,185,211 | 453,669 | 6.32% | 6.75% | 16 | -48,560 | -1.5% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Added to | 2,900,761 | 413,155 | 8.98% | 8.77% | 17 | +148,477 | 5.39% | Q1 2026 | May 07, 2026 |
| Norinchukin Bank, The | History | No change | 2,246,560 | 319,977 | 3.73% | 3.89% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 2,049,370 | 291,891 | 0.2% | 0.22% | 19 | -35,359 | -1.7% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 1,948,805 | 277,568 | 1.13% | 1.21% | 20 | -37,595 | -1.89% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,948,699 | 277,553 | 0.09% | 0.1% | 21 | -115,656 | -5.6% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,919,909 | 273,404 | 0.06% | 0.07% | 22 | -151,134 | -7.3% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 1,864,476 | 265,555 | 0.37% | 0.43% | 23 | -97,990 | -4.99% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 1,803,511 | 256,874 | 25.52% | 25.98% | 24 | +29,107 | 1.64% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,711,050 | 243,705 | 0.75% | 0.79% | 25 | -76,600 | -4.28% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,752,924 | 242,447 | 0.02% | 0.01% | 26 | +200,292 | 12.9% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,683,425 | 239,770 | 0.22% | 0.2% | 27 | +186,844 | 12.48% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,616,418 | 230,226 | 2.66% | 2.8% | 28 | +68,712 | 4.44% | Q1 2026 | May 08, 2026 |
| Evensky & Katz LLC | History | Added to | 1,580,910 | 225,169 | 12.81% | 12.49% | 29 | +92,615 | 6.22% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,519,015 | 216,289 | 0.38% | 0.43% | 30 | +12,738 | 0.85% | Q1 2026 | May 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 1,510,211 | 215,099 | 22.77% | 26.48% | 31 | -96,479 | -6.0% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,482,653 | 211,192 | 0.31% | 0.34% | 32 | -77,372 | -4.96% | Q1 2026 | May 15, 2026 |
| CISCO SYSTEMS, INC. | History | Reduced | 1,372,500 | 195,485 | 61.65% | 64.28% | 33 | -50,000 | -3.51% | Q1 2026 | Apr 15, 2026 |
| Disciplina Capital Management LLC | History | Added to | 1,343,930 | 191,415 | 20.29% | 19.66% | 34 | +188,806 | 16.35% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | Reduced | 1,339,942 | 190,848 | 17.17% | 17.89% | 35 | -16,125 | -1.19% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,290,599 | 183,820 | 0.26% | 0.24% | 36 | +88,685 | 7.38% | Q1 2026 | Apr 27, 2026 |
| LJI Wealth Management, LLC | History | Added to | 1,221,359 | 173,958 | 27.79% | 27.39% | 37 | +12,638 | 1.05% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | Added to | 1,181,952 | 168,345 | 5.82% | 5.83% | 38 | +130,075 | 12.37% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,151,630 | 164,026 | 0.03% | 0.03% | 39 | +23,930 | 2.12% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,141,392 | 162,568 | 2.92% | 6.4% | 40 | -1,212,492 | -51.51% | Q1 2026 | May 07, 2026 |
| Constellation Investments, Inc. | History | Added to | 1,108,000 | 157,812 | 5.24% | 2.79% | 41 | +500,000 | 82.24% | Q1 2026 | Apr 22, 2026 |
| Tanager Wealth Management LLP | History | Added to | 1,107,276 | 157,709 | 15.26% | 14.81% | 42 | +109,337 | 10.96% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 1,096,242 | 155,568 | 0.18% | 0.2% | 43 | -43,140 | -3.79% | Q1 2026 | May 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,054,680 | 150,218 | 2.43% | 2.26% | 44 | +315,179 | 42.62% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 1,050,980 | 149,691 | 0.01% | 0.01% | 45 | +60,672 | 6.13% | Q1 2026 | May 15, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,029,397 | 146,617 | 5.88% | 6.11% | 46 | +4,743 | 0.46% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Reduced | 1,016,552 | 144,787 | 0.02% | 0.03% | 47 | -20,739 | -2.0% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,002,300 | 142,757 | 0.92% | 0.98% | 48 | -18,378 | -1.8% | Q1 2026 | Apr 27, 2026 |
| Claar Advisors LLC | History | Added to | 994,820 | 141,692 | 48.01% | 43.22% | 49 | +224 | 0.02% | Q1 2026 | May 15, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 968,315 | 137,917 | 11.27% | 11.57% | 50 | +50,003 | 5.45% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 990,403 | 137,649 | 0.07% | 0.07% | 51 | +253,274 | 34.36% | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | Added to | 929,652 | 132,410 | 24.15% | 23.4% | 52 | +51,767 | 5.9% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 918,546 | 130,831 | 0.14% | 0.15% | 53 | -11,624 | -1.25% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 831,680 | 118,456 | 0.18% | 0.19% | 54 | +5,356 | 0.65% | Q1 2026 | May 15, 2026 |
| Rock Creek Group LLC | History | Reduced | 827,509 | 117,862 | 11.93% | 14.3% | 55 | -46,553 | -5.33% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 803,434 | 114,433 | 0.12% | 0.13% | 56 | +2,438 | 0.3% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 786,111 | 111,965 | 1.94% | 1.7% | 57 | +153,521 | 24.27% | Q1 2026 | May 07, 2026 |
| Goldstein Advisors, LLC | History | Added to | 772,851 | 110,077 | 12.23% | 10.79% | 58 | +136,187 | 21.39% | Q1 2026 | Apr 28, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 742,657 | 105,776 | 6.53% | 7.01% | 59 | -33,737 | -4.35% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 731,384 | 104,171 | 2.42% | 1.32% | 60 | +368,506 | 101.55% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Added to | 704,573 | 100,352 | 2.13% | 2.06% | 61 | +33,278 | 4.96% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 671,625 | 95,659 | 5.69% | 6.42% | 62 | -66,733 | -9.04% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 656,705 | 93,535 | 0.24% | 0.26% | 63 | -8,917 | -1.34% | Q1 2026 | Apr 30, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 620,346 | 88,355 | 9.17% | 9.82% | 64 | -13,195 | -2.08% | Q1 2026 | Apr 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 587,001 | 83,606 | 10.37% | 12.71% | 65 | -102,577 | -14.88% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 577,496 | 82,252 | 0.24% | 0.22% | 66 | +36,696 | 6.79% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 532,581 | 76,078 | 0.11% | 0.07% | 67 | +153,187 | 40.38% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 514,613 | 73,296 | 0.13% | 0.11% | 68 | +89,174 | 20.96% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 507,620 | 72,300 | 0.62% | 0.63% | 69 | -68,825 | -11.94% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 489,745 | 69,754 | 0.18% | 0.22% | 70 | -45,876 | -8.57% | Q1 2026 | May 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 484,522 | 69,010 | 2.6% | 2.58% | 71 | +18,188 | 3.9% | Q1 2026 | May 12, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 447,667 | 66,563 | 8.8% | 8.8% | 72 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aviso Financial Inc. | History | Added to | 465,585 | 66,308 | 2.36% | 2.26% | 73 | +66,042 | 16.53% | Q1 2026 | May 13, 2026 |
| Friday Financial | History | Added to | 464,604 | 66,173 | 22.8% | 23.31% | 74 | +19,920 | 4.48% | Q1 2026 | Apr 16, 2026 |
| Cresset Asset Management, LLC | History | Added to | 458,390 | 65,288 | 0.28% | 0.28% | 75 | +7,701 | 1.71% | Q1 2026 | May 15, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 454,946 | 64,798 | 12.1% | 1.08% | 76 | +416,182 | 1073.63% | Q1 2026 | May 05, 2026 |
| Vantage Financial Partners, LLC | History | No change | 434,352 | 64,583 | 13.11% | 13.11% | 77 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 451,482 | 64,304 | 0.18% | 0.19% | 78 | -59,893 | -11.71% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 443,636 | 63,186 | 0.04% | 0.04% | 79 | +6,828 | 1.56% | Q1 2026 | May 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 439,711 | 62,627 | 2.87% | 2.88% | 80 | -4,138 | -0.93% | Q1 2026 | May 06, 2026 |
| Elm Partners Management LLC | History | Added to | 431,442 | 59,672 | 2.59% | 2.73% | 81 | +27,174 | 6.72% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 415,996 | 59,250 | 10.1% | 10.58% | 82 | +11,919 | 2.95% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 414,259 | 59,002 | 0.22% | 0.22% | 83 | +53,598 | 14.86% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 412,884 | 58,807 | 0.01% | 0.0% | 84 | +195,013 | 89.51% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 395,545 | 56,337 | 1.16% | 1.01% | 85 | +56,436 | 16.64% | Q1 2026 | May 15, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 394,861 | 56,240 | 9.86% | — | 86 | +394,861 | New | Q1 2026 | May 11, 2026 |
| Steffes Financial, Ltd. | History | Reduced | 392,836 | 55,951 | 29.53% | 30.74% | 87 | -3,068 | -0.77% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 390,475 | 55,615 | 0.34% | 0.37% | 88 | -12,516 | -3.11% | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 389,492 | 55,475 | 8.4% | 8.48% | 89 | +11,689 | 3.09% | Q1 2026 | Apr 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 377,781 | 53,807 | 2.07% | 1.98% | 90 | +37,599 | 11.05% | Q1 2026 | Apr 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 377,533 | 53,772 | 8.08% | 8.04% | 91 | +33,701 | 9.8% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 365,958 | 52,083 | 0.26% | 0.28% | 92 | +6,524 | 1.82% | Q1 2026 | May 15, 2026 |
| jvl associates llc | History | Reduced | 357,629 | 50,937 | 17.08% | 22.27% | 93 | -102,632 | -22.3% | Q1 2026 | Apr 16, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 353,225 | 50,309 | 7.31% | 7.3% | 94 | -2,043 | -0.58% | Q1 2026 | Apr 23, 2026 |
| BLB&B Advisors, LLC | History | Added to | 350,348 | 49,900 | 2.06% | 2.07% | 95 | +16,690 | 5.0% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Added to | 345,197 | 49,166 | 0.24% | 0.21% | 96 | +101,517 | 41.66% | Q1 2026 | May 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 342,517 | 48,784 | 25.71% | 26.91% | 97 | -3,237 | -0.94% | Q1 2026 | Apr 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 338,550 | 48,219 | 0.92% | 0.97% | 98 | -5,954 | -1.73% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 334,051 | 47,578 | 0.02% | 0.02% | 99 | +16,291 | 5.13% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 331,762 | 47,252 | 0.25% | 0.18% | 100 | +162,823 | 96.38% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 330,815 | 47,118 | 0.68% | 0.78% | 101 | +4,325 | 1.32% | Q1 2026 | Apr 10, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 307,968 | 46,829 | 3.15% | 3.15% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 328,100 | 46,731 | 10.24% | 10.89% | 103 | -4,534 | -1.36% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 322,440 | 46,254 | 1.71% | — | 104 | +322,440 | New | Q1 2026 | May 14, 2026 |
| Adventist Health System/ West | History | No change | 321,151 | 45,741 | 8.11% | 8.03% | 105 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Truepoint, Inc. | History | Reduced | 320,658 | 45,671 | 1.02% | 1.09% | 106 | -4,142 | -1.28% | Q1 2026 | May 08, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 317,668 | 45,245 | 17.03% | 17.74% | 107 | +5,907 | 1.89% | Q1 2026 | May 11, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 310,000 | 44,153 | 1.04% | — | 108 | +310,000 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 307,418 | 43,785 | 0.07% | 0.09% | 109 | +18,477 | 6.39% | Q1 2026 | May 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 306,121 | 43,586 | 14.88% | 14.17% | 110 | +41,660 | 15.75% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 304,077 | 43,309 | 0.2% | 0.18% | 111 | +44,383 | 17.09% | Q1 2026 | Apr 24, 2026 |
| JGP Wealth Management, LLC | History | Added to | 297,408 | 42,359 | 4.41% | 4.43% | 112 | +11,826 | 4.14% | Q1 2026 | Apr 08, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 288,878 | 41,144 | 10.32% | 10.87% | 113 | +403 | 0.14% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Reduced | 287,937 | 41,010 | 2.01% | 2.34% | 114 | -30,333 | -9.53% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 285,932 | 40,725 | 1.71% | — | 115 | +285,932 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 285,740 | 40,698 | 1.07% | 1.42% | 116 | -47,996 | -14.38% | Q1 2026 | May 14, 2026 |
| Financial Designs Corp | History | Added to | 284,249 | 40,485 | 22.54% | 23.85% | 117 | +1,086 | 0.38% | Q1 2026 | Apr 16, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 270,767 | 40,260 | 5.81% | 5.81% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 288,164 | 40,071 | 0.08% | 0.09% | 119 | -171,377 | -37.29% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 276,243 | 39,345 | 0.05% | 0.1% | 120 | -203,662 | -42.44% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | Reduced | 264,468 | 37,668 | 0.91% | 0.84% | 121 | -3,739 | -1.39% | Q1 2026 | May 11, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 263,005 | 37,459 | 17.99% | 17.74% | 122 | +8,299 | 3.26% | Q1 2026 | Apr 15, 2026 |
| Heritage Wealth Advisors | History | Reduced | 257,812 | 36,720 | 1.43% | 1.46% | 123 | -152 | -0.06% | Q1 2026 | May 13, 2026 |
| Reliant Wealth Planning | History | Reduced | 255,733 | 36,424 | 11.01% | 12.2% | 124 | -6,753 | -2.57% | Q1 2026 | May 15, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 252,919 | 36,023 | 4.97% | 26.62% | 125 | -981,528 | -79.51% | Q1 2026 | Apr 16, 2026 |
| Allen Investment Management, LLC | History | Reduced | 245,614 | 34,982 | 0.43% | 0.81% | 126 | -243,493 | -49.78% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 239,320 | 34,086 | 0.45% | 0.49% | 127 | +6,286 | 2.7% | Q1 2026 | May 15, 2026 |
| Aspirean Wealth, LLC | History | Added to | 233,757 | 33,294 | 36.16% | 37.23% | 128 | +4,528 | 1.98% | Q1 2026 | May 13, 2026 |
| Independent Order of Foresters | History | Reduced | 233,510 | 33,258 | 32.65% | 58.25% | 129 | -439,234 | -65.29% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 232,526 | 33,118 | 0.39% | 0.43% | 130 | -2,749 | -1.17% | Q1 2026 | May 01, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 232,201 | 33,072 | 9.19% | 9.69% | 131 | +16,821 | 7.81% | Q1 2026 | Apr 24, 2026 |
| Planned Solutions, Inc. | History | Added to | 227,909 | 32,461 | 10.62% | 10.32% | 132 | +11,534 | 5.33% | Q1 2026 | Apr 09, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 226,367 | 32,239 | 2.26% | 2.59% | 133 | -3,212 | -1.4% | Q1 2026 | Apr 24, 2026 |
| Coquina Private Wealth LLC | History | Added to | 226,003 | 32,189 | 25.89% | 26.1% | 134 | +6,983 | 3.19% | Q1 2026 | May 05, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 223,533 | 31,837 | 3.03% | 3.38% | 135 | -3,259 | -1.44% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 221,090 | 31,489 | 0.43% | 0.48% | 136 | -3,572 | -1.59% | Q1 2026 | Apr 08, 2026 |
| Trevian Wealth Management LLC | History | Added to | 220,249 | 31,370 | 15.48% | 14.71% | 137 | +11,782 | 5.65% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 220,145 | 31,355 | 0.25% | 0.35% | 138 | +23,926 | 12.19% | Q1 2026 | May 15, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 218,187 | 31,076 | 1.67% | 1.7% | 139 | +3,994 | 1.86% | Q1 2026 | May 15, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 216,296 | 30,807 | 11.59% | 12.07% | 140 | +5,991 | 2.85% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 216,107 | 30,780 | 0.0% | 0.0% | 141 | +72,335 | 50.31% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 215,665 | 30,717 | 0.01% | 0.0% | 142 | +33,651 | 18.49% | Q1 2026 | May 05, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 214,689 | 30,578 | 3.38% | 3.53% | 143 | +488 | 0.23% | Q1 2026 | Apr 22, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | Added to | 209,887 | 29,894 | 4.6% | 4.34% | 144 | +7,475 | 3.69% | Q1 2026 | May 11, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 198,413 | 29,827 | 8.77% | 8.74% | 145 | +2,716 | 1.39% | Q1 2026 | Apr 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 208,943 | 29,759 | 0.54% | 0.6% | 146 | +63 | 0.03% | Q1 2026 | May 11, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 208,360 | 29,676 | 2.47% | 2.47% | 147 | -155 | -0.07% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 205,017 | 29,200 | 0.37% | 0.34% | 148 | +49,610 | 31.92% | Q1 2026 | May 15, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 202,069 | 28,780 | 21.13% | 20.62% | 149 | +16,299 | 8.77% | Q1 2026 | Apr 02, 2026 |
| Vident Advisory, LLC | History | Added to | 200,636 | 28,576 | 0.24% | 0.25% | 150 | +18,494 | 10.15% | Q1 2026 | May 14, 2026 |
| E-Wealth Partners, LLC | History | No change | 184,230 | 27,393 | 23.01% | 23.01% | 151 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 192,043 | 27,353 | 0.05% | 0.04% | 152 | -2 | -0.0% | Q1 2026 | May 15, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 191,843 | 27,324 | 18.62% | 18.78% | 153 | +1,948 | 1.03% | Q1 2026 | Apr 16, 2026 |
| NWAM LLC | History | Added to | 187,350 | 26,684 | 1.54% | 1.32% | 154 | +31,304 | 20.06% | Q1 2026 | May 04, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 185,224 | 26,381 | 4.49% | 4.37% | 155 | +12,034 | 6.95% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 182,918 | 26,053 | 0.0% | 0.0% | 156 | -3,215 | -1.73% | Q1 2026 | May 14, 2026 |
| DURANTE & WATERS, LLC | History | Reduced | 182,185 | 25,948 | 18.78% | 19.07% | 157 | -1,720 | -0.94% | Q1 2026 | May 06, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 180,719 | 25,739 | 7.95% | 8.37% | 158 | -4,678 | -2.52% | Q1 2026 | Apr 20, 2026 |
| Financial Partners Group, Inc | History | Added to | 179,507 | 25,567 | 3.06% | 3.13% | 159 | +421 | 0.24% | Q1 2026 | Apr 10, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 176,721 | 25,170 | 2.89% | 2.81% | 160 | +12,931 | 7.89% | Q1 2026 | May 14, 2026 |
| Life Planning Partners, Inc | History | Reduced | 176,509 | 25,140 | 19.19% | 20.12% | 161 | -112 | -0.06% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 172,866 | 24,621 | 1.28% | 1.46% | 162 | -15,735 | -8.34% | Q1 2026 | May 15, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 169,271 | 24,109 | 3.37% | 3.66% | 163 | -8,713 | -4.9% | Q1 2026 | Apr 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 169,121 | 24,087 | 2.86% | 3.17% | 164 | -12,177 | -6.72% | Q1 2026 | Apr 21, 2026 |
| Prism Planning Partners LLC | History | Added to | 169,014 | 24,072 | 28.47% | 27.03% | 165 | +6,980 | 4.31% | Q1 2026 | May 12, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 168,802 | 24,042 | 13.02% | 10.4% | 166 | +8,711 | 5.44% | Q1 2026 | Apr 13, 2026 |
| Plancorp, LLC | History | Added to | 161,483 | 24,009 | 0.68% | 0.62% | 167 | +24,168 | 17.6% | Q1 2026 | Apr 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 165,930 | 23,633 | 1.0% | 0.86% | 168 | +9,318 | 5.95% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 164,374 | 23,411 | 0.04% | 0.04% | 169 | -13,311 | -7.49% | Q1 2026 | May 14, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 164,150 | 23,379 | 4.58% | 4.6% | 170 | +1,923 | 1.19% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 163,823 | 23,332 | 0.14% | 0.17% | 171 | -21,880 | -11.78% | Q1 2026 | May 15, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 161,336 | 22,979 | 11.2% | — | 172 | +161,336 | New | Q1 2026 | Apr 09, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 160,983 | 22,928 | 5.82% | 6.11% | 173 | -2,387 | -1.46% | Q1 2026 | Apr 17, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 159,673 | 22,742 | 1.84% | 1.81% | 174 | +1,657 | 1.05% | Q1 2026 | Apr 15, 2026 |
| Peirce Capital Management, LLC | History | Added to | 159,401 | 22,703 | 8.88% | 9.0% | 175 | +7,273 | 4.78% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 157,681 | 22,458 | 0.33% | 0.37% | 176 | -2,189 | -1.37% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 155,588 | 22,160 | 0.22% | 0.17% | 177 | +37,898 | 32.2% | Q1 2026 | May 08, 2026 |
| Friedenthal Financial | History | Added to | 153,842 | 21,911 | 10.99% | 11.37% | 178 | +5,199 | 3.5% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 152,691 | 21,747 | 0.04% | 0.01% | 179 | +139,419 | 1050.47% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 145,507 | 21,635 | 0.42% | 0.42% | 180 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 148,899 | 21,207 | 4.07% | 4.21% | 181 | -182 | -0.12% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 141,578 | 21,051 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 144,059 | 20,518 | 0.05% | 0.04% | 183 | +13,435 | 10.29% | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 136,654 | 20,319 | 0.98% | 0.96% | 184 | -62 | -0.05% | Q1 2026 | Apr 08, 2026 |
| Stokes Family Office, LLC | History | Reduced | 142,304 | 20,268 | 2.09% | 2.25% | 185 | -22,999 | -13.91% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 141,733 | 20,186 | 0.34% | 0.36% | 186 | -4,520 | -3.09% | Q1 2026 | May 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 141,313 | 20,127 | 1.25% | 1.39% | 187 | -3,889 | -2.68% | Q1 2026 | Apr 27, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 141,043 | 20,088 | 1.49% | 2.27% | 188 | -63,736 | -31.12% | Q1 2026 | Apr 16, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 140,440 | 20,002 | 0.36% | 0.27% | 189 | +40,553 | 40.6% | Q1 2026 | May 07, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 139,444 | 19,861 | 10.91% | 11.19% | 190 | -8,104 | -5.49% | Q1 2026 | May 01, 2026 |
| Finhabits Advisors LLC | History | Added to | 139,046 | 19,804 | 18.27% | 18.46% | 191 | +6,725 | 5.08% | Q1 2026 | May 06, 2026 |
| Gleason Group, Inc. | History | Reduced | 137,129 | 19,531 | 1.93% | 2.03% | 192 | -1,941 | -1.4% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 136,053 | 19,516 | 0.18% | 0.18% | 193 | +23,927 | 21.34% | Q1 2026 | Apr 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 132,584 | 19,019 | 0.33% | 0.39% | 194 | -9,424 | -6.64% | Q1 2026 | May 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 133,064 | 18,952 | 10.86% | 9.68% | 195 | +8,023 | 6.42% | Q1 2026 | Apr 17, 2026 |
| Hickory Point Bank & Trust | History | Reduced | 132,700 | 18,900 | 12.47% | 14.62% | 196 | -2,850 | -2.1% | Q1 2026 | Apr 03, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 132,253 | 18,836 | 1.06% | 1.12% | 197 | -561 | -0.42% | Q1 2026 | Apr 24, 2026 |
| Gotham Asset Management, LLC | History | Added to | 130,604 | 18,601 | 0.06% | 0.07% | 198 | +1,915 | 1.49% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 128,127 | 18,249 | 2.54% | 2.62% | 199 | +1,439 | 1.14% | Q1 2026 | Apr 24, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 122,226 | 18,173 | 1.33% | 1.33% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Financial Services, LLC | History | No change | 122,164 | 18,164 | 1.52% | 1.52% | 201 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 126,526 | 18,021 | 2.05% | 2.13% | 202 | +748 | 0.59% | Q1 2026 | Apr 21, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 125,569 | 17,884 | 4.49% | 4.27% | 203 | +13,070 | 11.62% | Q1 2026 | May 05, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 124,712 | 17,762 | 1.07% | 1.11% | 204 | +1,522 | 1.24% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 124,398 | 17,718 | 1.77% | 1.73% | 205 | +7,317 | 6.25% | Q1 2026 | Apr 30, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 123,412 | 17,577 | 4.23% | 4.44% | 206 | +9,423 | 8.27% | Q1 2026 | Apr 24, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 121,740 | 17,339 | 5.09% | 4.71% | 207 | +12,508 | 11.45% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 120,211 | 17,121 | 0.36% | 0.51% | 208 | -31,116 | -20.56% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 119,934 | 17,082 | 0.09% | 0.08% | 209 | +16,450 | 15.9% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 119,780 | 17,060 | 0.1% | 0.09% | 210 | +19,146 | 19.03% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 119,568 | 17,030 | 1.02% | 1.04% | 211 | +1,828 | 1.55% | Q1 2026 | May 12, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 119,553 | 17,027 | 4.72% | 5.22% | 212 | -2,723 | -2.23% | Q1 2026 | Apr 27, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 115,357 | 16,430 | 2.93% | 3.2% | 213 | +69 | 0.06% | Q1 2026 | May 01, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 115,343 | 16,428 | 1.36% | 1.56% | 214 | -3,868 | -3.24% | Q1 2026 | May 05, 2026 |
| Cynosure Group, LLC | History | Reduced | 114,266 | 16,274 | 2.03% | 1.88% | 215 | -10,331 | -8.29% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 113,011 | 16,096 | 0.04% | 0.04% | 216 | +5,355 | 4.97% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 112,955 | 16,088 | 0.36% | 0.35% | 217 | +6,712 | 6.32% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 111,291 | 15,851 | 1.79% | 1.8% | 218 | +1,888 | 1.73% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Reduced | 111,020 | 15,812 | 0.18% | 0.21% | 219 | -10,808 | -8.87% | Q1 2026 | Apr 16, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 109,360 | 15,576 | 9.83% | 10.68% | 220 | +4,257 | 4.05% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 107,964 | 15,377 | 0.11% | 0.13% | 221 | +3,838 | 3.69% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 107,910 | 15,369 | 0.15% | 0.15% | 222 | -431 | -0.4% | Q1 2026 | Apr 27, 2026 |
| Callan Family Office, LLC | History | Added to | 106,903 | 15,226 | 0.35% | 0.33% | 223 | +3,755 | 3.64% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 96,599 | 15,060 | 0.34% | 0.34% | 224 | +6,537 | 7.26% | Q1 2026 | May 04, 2026 |
| BBR PARTNERS, LLC | History | Added to | 105,013 | 14,957 | 0.83% | 0.57% | 225 | +33,728 | 47.31% | Q1 2026 | May 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 104,901 | 14,941 | 7.71% | 7.55% | 226 | +7,330 | 7.51% | Q1 2026 | Apr 10, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 103,145 | 14,690 | 4.91% | 8.7% | 227 | -99,012 | -48.98% | Q1 2026 | Apr 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 102,589 | 14,611 | 0.03% | 0.02% | 228 | +23,984 | 30.51% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 101,638 | 14,579 | 1.09% | 1.16% | 229 | -3,314 | -3.16% | Q1 2026 | Apr 27, 2026 |
| Smithfield Trust Co | History | Added to | 102,314 | 14,568 | 0.63% | 0.67% | 230 | +179 | 0.18% | Q1 2026 | May 08, 2026 |
| Evansbrook LLC | History | No change | 97,800 | 14,541 | 9.73% | 9.73% | 231 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Family Manage LLC | History | Added to | 101,495 | 14,455 | 1.73% | 1.84% | 232 | +3,481 | 3.55% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 101,261 | 14,422 | 0.11% | 0.12% | 233 | -2,688 | -2.59% | Q1 2026 | Apr 15, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 100,274 | 14,282 | 2.07% | 2.09% | 234 | +2,859 | 2.93% | Q1 2026 | May 13, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 99,776 | 14,211 | 2.72% | 2.79% | 235 | +1,687 | 1.72% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 98,286 | 13,998 | 0.11% | 0.2% | 236 | -88,671 | -47.43% | Q1 2026 | May 11, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 97,764 | 13,924 | 6.54% | 6.56% | 237 | +9,603 | 10.89% | Q1 2026 | Apr 14, 2026 |
| Glenview Trust Co | History | Reduced | 97,742 | 13,921 | 0.22% | 0.22% | 238 | -114 | -0.12% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 95,438 | 13,593 | 0.19% | 0.22% | 239 | -7,912 | -7.66% | Q1 2026 | May 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 95,397 | 13,587 | 0.87% | 1.01% | 240 | -11,004 | -10.34% | Q1 2026 | Apr 17, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 94,111 | 13,404 | 3.22% | 3.39% | 241 | +465 | 0.5% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 94,090 | 13,401 | 0.11% | 0.11% | 242 | -1,223 | -1.28% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Added to | 93,949 | 13,373 | 0.16% | 0.18% | 243 | +1,107 | 1.19% | Q1 2026 | May 12, 2026 |
| Single Point Partners, LLC | History | Added to | 2,232,613 | 13,161 | 2.62% | 2.24% | 244 | +2,156,557 | 2835.49% | Q1 2026 | Apr 15, 2026 |
| Farrow Financial, Inc. | History | Reduced | 92,304 | 13,146 | 7.47% | 7.99% | 245 | -1,191 | -1.27% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 92,014 | 13,105 | 0.21% | 0.28% | 246 | -4,018 | -4.18% | Q1 2026 | May 18, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 91,479 | 13,029 | 10.66% | 9.79% | 247 | -2,714 | -2.88% | Q1 2026 | May 13, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 91,263 | 12,998 | 7.0% | 7.45% | 248 | -2,959 | -3.14% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 87,342 | 12,986 | 0.85% | 0.85% | 249 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 90,961 | 12,955 | 6.46% | 6.74% | 250 | -568 | -0.62% | Q1 2026 | May 15, 2026 |
| King Wealth Management Group | History | Reduced | 90,275 | 12,858 | 1.61% | 1.65% | 251 | -1,651 | -1.8% | Q1 2026 | May 04, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 88,889 | 12,660 | 5.6% | 5.78% | 252 | +4,361 | 5.16% | Q1 2026 | May 08, 2026 |
| GuidedMoney, LLC | History | Added to | 87,940 | 12,525 | 6.58% | 6.96% | 253 | +311 | 0.35% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 87,194 | 12,419 | 0.07% | 0.07% | 254 | +3,193 | 3.8% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 87,166 | 12,415 | 0.55% | 0.12% | 255 | +70,160 | 412.56% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 86,958 | 12,385 | 0.29% | 0.32% | 256 | -1,581 | -1.79% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 85,631 | 12,196 | 0.34% | 0.5% | 257 | -42,819 | -33.34% | Q1 2026 | Apr 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 84,641 | 12,055 | 0.18% | 0.21% | 258 | -6,868 | -7.51% | Q1 2026 | Apr 09, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 84,206 | 11,993 | 0.48% | 0.52% | 259 | -7,869 | -8.55% | Q1 2026 | May 04, 2026 |
| Clear Retirement Advice LLC | History | Added to | 83,503 | 11,893 | 9.34% | 9.56% | 260 | +1,497 | 1.83% | Q1 2026 | Apr 28, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 83,436 | 11,883 | 2.42% | 2.67% | 261 | -7,790 | -8.54% | Q1 2026 | Apr 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 83,378 | 11,875 | 0.75% | 0.85% | 262 | -8,719 | -9.47% | Q1 2026 | May 15, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 83,341 | 11,870 | 9.27% | 9.88% | 263 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Argent Trust Co | History | No change | 82,662 | 11,773 | 0.4% | 0.42% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 81,578 | 11,619 | 0.27% | 0.27% | 265 | +5,872 | 7.76% | Q1 2026 | May 15, 2026 |
| Level Wealth Management LLC | History | Added to | 81,158 | 11,559 | 5.42% | 6.13% | 266 | +487 | 0.6% | Q1 2026 | Apr 27, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 80,823 | 11,511 | 1.11% | 1.16% | 267 | -3,101 | -3.7% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 80,606 | 11,480 | 0.1% | 0.15% | 268 | +1,191 | 1.5% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 80,378 | 11,441 | 0.02% | 0.03% | 269 | -40,230 | -33.36% | Q1 2026 | May 01, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 80,160 | 11,417 | 2.02% | 2.35% | 270 | -1,251 | -1.54% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 79,649 | 11,344 | 0.79% | 0.45% | 271 | +21,978 | 38.11% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 75,540 | 11,232 | 0.2% | 0.2% | 272 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 78,834 | 11,228 | 0.14% | 0.17% | 273 | -12,475 | -13.66% | Q1 2026 | Apr 20, 2026 |
| HBE Wealth Management, LLC | History | Added to | 78,576 | 11,191 | 9.75% | 10.54% | 274 | +3,185 | 4.22% | Q1 2026 | Apr 28, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 78,422 | 11,169 | 0.34% | 0.35% | 275 | -1,597 | -2.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 76,851 | 10,945 | 1.17% | 1.22% | 276 | +1,608 | 2.14% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 76,549 | 10,902 | 0.05% | 0.06% | 277 | +6,405 | 9.13% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 76,144 | 10,845 | 0.7% | 0.72% | 278 | +1,837 | 2.47% | Q1 2026 | Apr 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 76,056 | 10,832 | 2.28% | 2.35% | 279 | +2,183 | 2.96% | Q1 2026 | May 11, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 75,939 | 10,815 | 1.71% | 1.7% | 280 | -2,109 | -2.7% | Q1 2026 | May 05, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 75,434 | 10,744 | 0.63% | 0.55% | 281 | +11,012 | 17.09% | Q1 2026 | Apr 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 75,414 | 10,741 | 0.22% | 0.22% | 282 | +2,049 | 2.79% | Q1 2026 | Apr 15, 2026 |
| Fulcrum Equity Management | History | Reduced | 74,708 | 10,640 | 10.28% | 11.05% | 283 | -2,977 | -3.83% | Q1 2026 | Apr 02, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 74,447 | 10,603 | 0.06% | 0.06% | 284 | +108 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 73,205 | 10,426 | 0.12% | 0.13% | 285 | -2,268 | -3.01% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 71,901 | 10,240 | 0.05% | 0.03% | 286 | -19 | -0.03% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 71,698 | 10,211 | 0.48% | 0.47% | 287 | +4,351 | 6.46% | Q1 2026 | Apr 27, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 71,645 | 10,204 | 1.43% | 1.42% | 288 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 70,842 | 10,096 | 0.54% | 0.54% | 289 | -7,587 | -9.67% | Q1 2026 | May 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 70,766 | 10,079 | 2.65% | 2.66% | 290 | +1,472 | 2.12% | Q1 2026 | May 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 67,510 | 10,037 | 0.9% | 0.34% | 291 | +43,766 | 184.32% | Q1 2026 | Apr 29, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 69,753 | 9,934 | 0.99% | 0.81% | 292 | +15,193 | 27.85% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,900 | 9,813 | 0.0% | 0.0% | 293 | +28,900 | 72.25% | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 68,365 | 9,737 | 1.24% | 1.34% | 294 | -642 | -0.93% | Q1 2026 | Apr 16, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 68,229 | 9,717 | 2.64% | 2.66% | 295 | +1,212 | 1.81% | Q1 2026 | Apr 27, 2026 |
| 71 West Capital Partners | History | Added to | 68,023 | 9,688 | 0.43% | 0.4% | 296 | +8,937 | 15.13% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 66,900 | 9,528 | 0.0% | 0.0% | 297 | -6,799 | -9.23% | Q1 2026 | May 13, 2026 |
| Edge Financial Advisors LLC | History | No change | 63,572 | 9,452 | 3.98% | 3.98% | 298 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Towercrest Capital Management | History | Added to | 65,773 | 9,371 | 1.46% | 1.5% | 299 | +1,801 | 2.82% | Q1 2026 | May 01, 2026 |
| Grove Bank & Trust | History | Reduced | 65,565 | 9,338 | 1.06% | 1.1% | 300 | -297 | -0.45% | Q1 2026 | Apr 08, 2026 |
| Element Wealth, LLC | History | Added to | 64,729 | 9,219 | 3.8% | 3.82% | 301 | +2,452 | 3.94% | Q1 2026 | May 04, 2026 |
| Cadia Private Client LLC | History | Reduced | 62,905 | 8,959 | 7.27% | 7.95% | 302 | -4,488 | -6.66% | Q1 2026 | May 20, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 62,323 | 8,876 | 5.97% | 6.04% | 303 | +2,742 | 4.6% | Q1 2026 | Apr 16, 2026 |
| Well Done, LLC | History | Added to | 61,998 | 8,830 | 1.3% | 1.35% | 304 | +1,179 | 1.94% | Q1 2026 | Apr 14, 2026 |
| SJBENEN ADVISORY, LLC | History | Reduced | 61,481 | 8,756 | 7.31% | 15.12% | 305 | -47,552 | -43.61% | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 61,356 | 8,738 | 0.17% | 0.19% | 306 | -4,231 | -6.45% | Q1 2026 | Apr 17, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 60,509 | 8,618 | 4.69% | 4.99% | 307 | -689 | -1.13% | Q1 2026 | Apr 10, 2026 |
| Investors Research Corp | History | Reduced | 60,472 | 8,613 | 1.65% | 1.78% | 308 | -4,952 | -7.57% | Q1 2026 | Apr 03, 2026 |
| Rede Wealth, LLC | History | Added to | 60,471 | 8,612 | 3.1% | 2.98% | 310 | +2,829 | 4.91% | Q1 2026 | Apr 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 60,471 | 8,612 | 0.63% | 0.67% | 309 | -96 | -0.16% | Q1 2026 | Apr 20, 2026 |
| DDFG, Inc | History | Reduced | 60,311 | 8,590 | 1.85% | 1.99% | 311 | -924 | -1.51% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 60,221 | 8,577 | 0.0% | 0.01% | 312 | -8,494 | -12.36% | Q1 2026 | May 08, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 59,590 | 8,487 | 0.64% | 0.7% | 313 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 58,988 | 8,401 | 0.54% | 0.57% | 314 | -1,251 | -2.08% | Q1 2026 | Apr 14, 2026 |
| Monument Capital Management | History | Reduced | 58,982 | 8,400 | 2.1% | 2.2% | 315 | -609 | -1.02% | Q1 2026 | Apr 15, 2026 |
| StoneX Group Inc. | History | Added to | 58,826 | 8,378 | 0.45% | 0.34% | 316 | +6,056 | 11.48% | Q1 2026 | May 14, 2026 |
| MONEYWISE, INC. | History | Reduced | 58,693 | 8,359 | 3.65% | 4.45% | 317 | -13,201 | -18.36% | Q1 2026 | Apr 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 58,182 | 8,286 | 1.63% | 2.77% | 318 | -30,324 | -34.26% | Q1 2026 | May 15, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 57,884 | 8,244 | 1.55% | 1.6% | 319 | +1,029 | 1.81% | Q1 2026 | Apr 08, 2026 |
| BIP Wealth, LLC | History | Added to | 57,652 | 8,211 | 0.33% | 0.28% | 320 | +4,131 | 7.72% | Q1 2026 | Apr 27, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 57,130 | 8,137 | 3.3% | 3.28% | 321 | +967 | 1.72% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | Added to | 52,132 | 8,111 | 0.12% | 0.13% | 322 | +8,718 | 20.08% | Q1 2026 | Apr 20, 2026 |
| FORBES J M & CO LLP | History | Added to | 56,510 | 8,048 | 0.68% | 0.68% | 323 | +395 | 0.7% | Q1 2026 | Apr 16, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Reduced | 56,012 | 7,977 | 0.2% | 0.2% | 324 | -3,286 | -5.54% | Q1 2026 | Apr 20, 2026 |
| Hardy Reed LLC | History | Added to | 55,978 | 7,972 | 0.58% | 0.58% | 325 | +1,120 | 2.04% | Q1 2026 | Apr 28, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 55,888 | 7,960 | 3.77% | 4.21% | 326 | -3,777 | -6.33% | Q1 2026 | Apr 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 55,719 | 7,936 | 0.29% | 0.27% | 327 | +2,760 | 5.21% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 55,634 | 7,923 | 0.11% | 0.15% | 328 | -2,485 | -4.28% | Q1 2026 | May 12, 2026 |
| National Philanthropic Trust | History | Added to | 55,616 | 7,921 | 0.08% | 0.08% | 329 | +2,760 | 5.22% | Q1 2026 | May 15, 2026 |
| Mosaic Advisors LLC | History | No change | 50,527 | 7,899 | 11.82% | 14.4% | 330 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 54,780 | 7,802 | 4.11% | 4.31% | 331 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 54,601 | 7,776 | 0.03% | 0.03% | 332 | -5,110 | -8.56% | Q1 2026 | May 11, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 54,248 | 7,726 | 0.62% | 0.68% | 333 | -1,552 | -2.78% | Q1 2026 | Apr 01, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 47,767 | 7,699 | 0.15% | 0.17% | 334 | -140 | -0.29% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 53,427 | 7,609 | 0.09% | 0.09% | 335 | -1,025 | -1.88% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 52,700 | 7,506 | 0.0% | 0.0% | 336 | +35,700 | 210.0% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 52,079 | 7,417 | 0.58% | 0.64% | 337 | -1,899 | -3.52% | Q1 2026 | May 07, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 51,769 | 7,373 | 0.61% | 0.55% | 338 | +7,144 | 16.01% | Q1 2026 | May 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 51,701 | 7,363 | 0.38% | 0.4% | 339 | +1,201 | 2.38% | Q1 2026 | Apr 15, 2026 |
| Ironwood Financial, llc | History | Added to | 51,355 | 7,314 | 1.28% | 1.32% | 340 | +263 | 0.51% | Q1 2026 | Apr 16, 2026 |
| Avalon Advisory Group | History | Reduced | 50,794 | 7,234 | 2.92% | 3.11% | 341 | -471 | -0.92% | Q1 2026 | Apr 22, 2026 |
| LVZ, Inc. | History | Added to | 50,677 | 7,217 | 0.82% | 0.79% | 342 | +3,317 | 7.0% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 50,503 | 7,193 | 1.14% | 1.45% | 343 | -2,306 | -4.37% | Q1 2026 | Apr 17, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 50,274 | 7,160 | 0.31% | 0.31% | 344 | -3 | -0.01% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 49,701 | 7,078 | 0.01% | 0.0% | 345 | +42,875 | 628.11% | Q1 2026 | May 14, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 49,645 | 7,071 | 2.12% | 2.23% | 346 | +394 | 0.8% | Q1 2026 | Apr 10, 2026 |
| Investment Advisory Group, LLC | History | Added to | 49,477 | 7,047 | 1.79% | 1.63% | 347 | +6,827 | 16.01% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 49,251 | 7,014 | 0.26% | 0.25% | 348 | +13,110 | 36.27% | Q1 2026 | May 19, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 49,147 | 6,999 | 5.05% | 5.39% | 349 | +578 | 1.19% | Q1 2026 | Apr 10, 2026 |
| Legacy Private Trust Co. | History | Reduced | 49,100 | 6,993 | 0.43% | 0.44% | 350 | -1,433 | -2.84% | Q1 2026 | Apr 07, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 49,059 | 6,987 | 0.58% | 0.62% | 351 | -254 | -0.52% | Q1 2026 | Apr 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 48,756 | 6,944 | 3.27% | 3.29% | 352 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Added to | 48,429 | 6,897 | 0.2% | 0.22% | 353 | +51 | 0.11% | Q1 2026 | Apr 09, 2026 |
| Wedmont Private Capital | History | Reduced | 46,343 | 6,862 | 0.22% | 0.25% | 354 | -2,008 | -4.15% | Q1 2026 | Apr 09, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 47,989 | 6,835 | 1.01% | 1.35% | 355 | -1,614 | -3.25% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 47,624 | 6,783 | 0.08% | 0.09% | 356 | +2,356 | 5.2% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 47,592 | 6,778 | 0.05% | 0.06% | 357 | +791 | 1.69% | Q1 2026 | Apr 07, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 47,266 | 6,732 | 2.31% | 1.97% | 358 | +14,271 | 43.25% | Q1 2026 | May 14, 2026 |
| Aegis Wealth Management LLC | History | No change | 47,167 | 6,717 | 3.84% | 3.96% | 359 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | Added to | 46,606 | 6,638 | 1.51% | 1.32% | 360 | +8,691 | 22.92% | Q1 2026 | Apr 10, 2026 |
| Sigma Planning Corp | History | Reduced | 46,374 | 6,605 | 0.18% | 0.19% | 361 | -853 | -1.81% | Q1 2026 | May 04, 2026 |
| Hudock, Inc. | History | Added to | 45,997 | 6,551 | 0.96% | 0.95% | 362 | +2,827 | 6.55% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 45,805 | 6,524 | 0.18% | 0.24% | 363 | -9,690 | -17.46% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 45,271 | 6,448 | 0.17% | 0.2% | 364 | -6,452 | -12.47% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 44,918 | 6,397 | 0.0% | 0.0% | 365 | +2,079 | 4.85% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 44,795 | 6,380 | 0.49% | 0.5% | 366 | +224 | 0.5% | Q1 2026 | Apr 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 44,623 | 6,356 | 0.01% | 0.01% | 367 | +5,423 | 13.83% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 44,625 | 6,355 | 0.12% | 0.08% | 368 | +16,375 | 57.96% | Q1 2026 | Apr 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 43,899 | 6,252 | 0.09% | 0.1% | 369 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Added to | 38,130 | 6,144 | 0.16% | 0.24% | 370 | +575 | 1.53% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 43,108 | 6,139 | 0.19% | 0.1% | 371 | +20,761 | 92.9% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | Reduced | 43,065 | 6,134 | 0.93% | 0.96% | 372 | -361 | -0.83% | Q1 2026 | Apr 27, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 43,040 | 6,130 | 1.02% | 1.2% | 373 | -2,514 | -5.52% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | Added to | 42,998 | 6,124 | 0.07% | 0.02% | 374 | +37,029 | 620.36% | Q1 2026 | May 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 42,852 | 6,103 | 2.45% | 2.21% | 375 | +6,387 | 17.52% | Q1 2026 | Apr 20, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 40,990 | 6,094 | 0.39% | 0.39% | 376 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 42,769 | 6,091 | 3.33% | 3.52% | 377 | -302 | -0.7% | Q1 2026 | Apr 22, 2026 |
| Capital Planning LLC | History | Reduced | 42,528 | 6,057 | 1.97% | 1.85% | 378 | -1,831 | -4.13% | Q1 2026 | Apr 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 42,390 | 6,037 | 0.1% | 0.11% | 379 | +1,054 | 2.55% | Q1 2026 | Apr 20, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 42,306 | 6,025 | 0.05% | 0.05% | 380 | -867 | -2.01% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 42,279 | 6,021 | 0.38% | 0.39% | 381 | +2,916 | 7.41% | Q1 2026 | May 15, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 42,150 | 6,003 | 2.01% | 2.13% | 382 | +116 | 0.28% | Q1 2026 | Apr 30, 2026 |
| Dakota Wealth Management | History | Reduced | 41,806 | 5,954 | 0.13% | 0.11% | 383 | -989 | -2.31% | Q1 2026 | May 07, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 41,648 | 5,931 | 0.09% | 0.1% | 384 | +2,412 | 6.15% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 41,529 | 5,915 | 0.14% | 0.12% | 385 | +4,171 | 11.16% | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 41,397 | 5,896 | 0.6% | 0.56% | 386 | +5,870 | 16.52% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 41,357 | 5,890 | 0.66% | 0.69% | 387 | -998 | -2.36% | Q1 2026 | Apr 16, 2026 |
| BANK OF HAWAII | History | Reduced | 41,275 | 5,878 | 0.31% | 0.33% | 388 | -3,790 | -8.41% | Q1 2026 | May 14, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 41,262 | 5,876 | 0.87% | 0.82% | 389 | +4,976 | 13.71% | Q1 2026 | May 11, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 41,069 | 5,849 | 1.65% | 1.73% | 390 | -485 | -1.17% | Q1 2026 | Apr 28, 2026 |
| GeoWealth Management, LLC | History | Reduced | 40,612 | 5,784 | 0.21% | 0.22% | 391 | -345 | -0.84% | Q1 2026 | May 13, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 40,337 | 5,745 | 1.37% | 1.76% | 392 | -12,644 | -23.87% | Q1 2026 | Apr 20, 2026 |
| ASPIRIANT, LLC | History | No change | 40,235 | 5,730 | 0.16% | 0.17% | 393 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 40,205 | 5,726 | 0.09% | 0.12% | 394 | +1,861 | 4.85% | Q1 2026 | May 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 40,094 | 5,710 | 0.34% | 0.34% | 395 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 40,062 | 5,706 | 3.15% | 3.29% | 396 | -759 | -1.86% | Q1 2026 | Apr 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 40,044 | 5,703 | 0.08% | 0.09% | 397 | -1,017 | -2.48% | Q1 2026 | May 05, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 39,348 | 5,604 | 0.3% | 0.42% | 398 | -12,189 | -23.65% | Q1 2026 | May 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 39,254 | 5,591 | 0.64% | 0.66% | 399 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 39,125 | 5,572 | 3.33% | 3.33% | 400 | +522 | 1.35% | Q1 2026 | Apr 30, 2026 |
| MBA Advisors LLC | History | Reduced | 38,813 | 5,528 | 2.12% | 2.33% | 401 | -100 | -0.26% | Q1 2026 | Apr 20, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 38,628 | 5,501 | 1.9% | 1.99% | 402 | +200 | 0.52% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 36,922 | 5,489 | 0.49% | 0.49% | 403 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 38,412 | 5,470 | 2.63% | 2.86% | 404 | -274 | -0.71% | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 37,838 | 5,389 | 0.75% | 0.77% | 405 | -43 | -0.11% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 34,610 | 5,385 | 0.37% | 0.38% | 406 | -149 | -0.43% | Q1 2026 | Apr 29, 2026 |
| Legacy Financial Group LLC | History | Added to | 37,414 | 5,328 | 0.67% | 0.66% | 407 | +2,004 | 5.66% | Q1 2026 | May 04, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 36,972 | 5,265 | 0.33% | 0.36% | 408 | -132 | -0.36% | Q1 2026 | Apr 27, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Reduced | 32,902 | 5,263 | 3.31% | 3.64% | 409 | -270 | -0.81% | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | Reduced | 36,306 | 5,212 | 0.36% | 0.4% | 410 | -154 | -0.42% | Q1 2026 | May 13, 2026 |
| MA Private Wealth | History | Reduced | 36,327 | 5,174 | 0.87% | 0.9% | 411 | -7 | -0.02% | Q1 2026 | May 07, 2026 |
| Columbus Macro, LLC | History | Reduced | 36,178 | 5,152 | 0.55% | 0.63% | 412 | -2,798 | -7.18% | Q1 2026 | Apr 21, 2026 |
| GWN SECURITIES INC. | History | Added to | 35,849 | 5,106 | 0.98% | 1.08% | 413 | +30 | 0.08% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 35,431 | 5,048 | 0.08% | 0.09% | 414 | -2,603 | -6.84% | Q1 2026 | Apr 14, 2026 |
| Allie Family Office LLC | History | Added to | 35,326 | 5,031 | 2.2% | 2.4% | 415 | +815 | 2.36% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 35,284 | 5,025 | 0.03% | 0.02% | 416 | +1,317 | 3.88% | Q1 2026 | Apr 29, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 35,157 | 5,006 | 0.02% | 0.02% | 417 | -1,840 | -4.97% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 35,142 | 5,005 | 0.05% | 0.06% | 418 | +1,739 | 5.21% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 35,067 | 4,994 | 0.08% | 0.08% | 419 | +518 | 1.5% | Q1 2026 | Apr 27, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 34,977 | 4,981 | 0.45% | — | 420 | +34,977 | New | Q1 2026 | Apr 08, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 34,430 | 4,903 | 1.76% | — | 421 | +34,430 | New | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 34,213 | 4,872 | 0.01% | 0.01% | 422 | -22,828 | -40.02% | Q1 2026 | May 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 33,957 | 4,836 | 1.18% | 1.24% | 423 | +108 | 0.32% | Q1 2026 | Apr 10, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 33,871 | 4,824 | 1.45% | 1.49% | 424 | +292 | 0.87% | Q1 2026 | Apr 20, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 33,848 | 4,821 | 0.92% | 1.04% | 425 | -319 | -0.93% | Q1 2026 | Apr 20, 2026 |
| NYL Investors LLC | History | Reduced | 33,765 | 4,809 | 1.82% | 1.78% | 426 | -1,450 | -4.12% | Q1 2026 | May 07, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 33,628 | 4,789 | 1.09% | 1.25% | 427 | -71 | -0.21% | Q1 2026 | Apr 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 33,290 | 4,741 | 0.26% | 0.26% | 428 | -425 | -1.26% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 32,865 | 4,680 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 32,750 | 4,664 | 1.84% | 2.31% | 430 | -29,284 | -47.21% | Q1 2026 | May 06, 2026 |
| RW Investment Management LLC | History | New | 32,544 | 4,635 | 0.45% | — | 431 | +32,544 | New | Q1 2026 | Apr 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 32,457 | 4,622 | 0.03% | 0.04% | 432 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 32,428 | 4,618 | 0.64% | 0.43% | 433 | +11,937 | 58.25% | Q1 2026 | Apr 21, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 31,035 | 4,614 | 0.42% | 0.42% | 434 | -111 | -0.36% | Q1 2026 | May 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 31,485 | 4,484 | 1.29% | 1.6% | 435 | -6,166 | -16.38% | Q1 2026 | May 14, 2026 |
| Shepherd Street Advisors LLC | History | No change | 31,463 | 4,481 | 4.42% | 4.49% | 436 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GSG Advisors LLC | History | Reduced | 31,313 | 4,459 | 1.16% | 1.24% | 437 | -904 | -2.81% | Q1 2026 | May 13, 2026 |
| Belleair Asset Management, LLC | History | Added to | 31,268 | 4,453 | 4.06% | 3.67% | 438 | +5,375 | 20.76% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 31,070 | 4,425 | 0.1% | 0.09% | 439 | +5,814 | 23.02% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 31,031 | 4,419 | 0.02% | 0.03% | 440 | -4,667 | -13.07% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Management LLC | History | Added to | 30,917 | 4,403 | 0.88% | 0.93% | 441 | +1,030 | 3.45% | Q1 2026 | Apr 01, 2026 |
| Claro Advisors Inc. | History | Added to | 30,595 | 4,357 | 0.52% | 0.57% | 442 | +2,497 | 8.89% | Q1 2026 | Apr 21, 2026 |
| Blue Fin Capital, Inc. | History | No change | 29,084 | 4,324 | 0.67% | 0.67% | 443 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 30,353 | 4,323 | 0.05% | 0.04% | 444 | +5,641 | 22.83% | Q1 2026 | May 13, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 30,351 | 4,322 | 0.59% | 0.68% | 445 | -20 | -0.07% | Q1 2026 | May 08, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 30,260 | 4,309 | 1.8% | 1.62% | 446 | -1,162 | -3.7% | Q1 2026 | Apr 20, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 29,994 | 4,272 | 4.04% | 4.43% | 447 | -1,160 | -3.72% | Q1 2026 | Apr 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 29,792 | 4,243 | 0.07% | 0.08% | 448 | -490 | -1.62% | Q1 2026 | Apr 22, 2026 |
| Alliance Wealth Management Group | History | Added to | 29,620 | 4,221 | 0.92% | 0.94% | 449 | +815 | 2.83% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 29,513 | 4,203 | 0.08% | 0.06% | 450 | +7,510 | 34.13% | Q1 2026 | Apr 17, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 29,434 | 4,192 | 2.15% | 2.17% | 451 | +906 | 3.18% | Q1 2026 | May 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 29,410 | 4,188 | 0.24% | 0.22% | 452 | +3,831 | 14.98% | Q1 2026 | Apr 29, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 29,382 | 4,184 | 0.62% | 0.67% | 453 | +150 | 0.51% | Q1 2026 | Apr 16, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 29,170 | 4,154 | 0.22% | 0.28% | 454 | -8,322 | -22.2% | Q1 2026 | Apr 29, 2026 |
| Able Wealth Management LLC | History | Added to | 29,024 | 4,133 | 1.1% | 1.34% | 455 | +574 | 2.02% | Q1 2026 | Apr 24, 2026 |
| Montecito Bank & Trust | History | Reduced | 28,983 | 4,128 | 0.68% | 0.75% | 456 | -2,645 | -8.36% | Q1 2026 | Apr 16, 2026 |
| Vericrest Private Wealth | History | Added to | 28,961 | 4,124 | 3.7% | 3.64% | 457 | +1,443 | 5.24% | Q1 2026 | May 06, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 28,892 | 4,115 | 3.08% | 2.31% | 458 | +1,188 | 4.29% | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 28,841 | 4,107 | 0.11% | 0.06% | 459 | +12,563 | 77.18% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 28,292 | 4,029 | 1.77% | 1.89% | 460 | +281 | 1.0% | Q1 2026 | Apr 27, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 27,761 | 3,954 | 4.88% | 4.17% | 461 | +3,821 | 15.96% | Q1 2026 | Apr 29, 2026 |
| Segment Wealth Management, LLC | History | Added to | 27,228 | 3,878 | 0.23% | 0.23% | 462 | +492 | 1.84% | Q1 2026 | Apr 20, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 27,181 | 3,871 | 0.13% | 0.13% | 463 | +61 | 0.22% | Q1 2026 | Apr 22, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 26,999 | 3,845 | 1.25% | 1.34% | 464 | -34 | -0.13% | Q1 2026 | May 04, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 26,830 | 3,821 | 1.42% | 1.5% | 465 | +26 | 0.1% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 26,819 | 3,819 | 0.34% | 0.36% | 466 | -523 | -1.91% | Q1 2026 | Apr 30, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 26,817 | 3,819 | 0.81% | 0.86% | 467 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,677 | 3,799 | 0.21% | 0.21% | 468 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JSF Financial, LLC | History | Reduced | 26,641 | 3,794 | 0.74% | 0.85% | 469 | -938 | -3.4% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 26,361 | 3,754 | 0.08% | 0.07% | 470 | +3,267 | 14.15% | Q1 2026 | Apr 27, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 25,925 | 3,692 | 0.28% | 0.29% | 471 | -147 | -0.56% | Q1 2026 | May 04, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 25,914 | 3,690 | 1.33% | 1.29% | 472 | +1,704 | 7.04% | Q1 2026 | May 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 25,873 | 3,685 | 0.64% | 0.68% | 473 | -201 | -0.77% | Q1 2026 | Apr 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 23,604 | 3,673 | 0.07% | — | 474 | +23,604 | New | Q1 2026 | May 01, 2026 |
| TFC Financial Management, Inc. | History | Added to | 25,663 | 3,655 | 0.45% | 0.48% | 475 | +12 | 0.05% | Q1 2026 | Apr 23, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 25,520 | 3,634 | 1.29% | 1.76% | 476 | -7,896 | -23.63% | Q1 2026 | Apr 22, 2026 |
| Curat Global, LLC | History | Added to | 25,333 | 3,630 | 3.58% | 4.16% | 477 | +172 | 0.68% | Q1 2026 | Apr 21, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 25,356 | 3,611 | 3.77% | 4.21% | 478 | -2,310 | -8.35% | Q1 2026 | May 04, 2026 |
| Climber Capital SA | History | Reduced | 27,597 | 3,608 | 2.36% | 2.57% | 479 | -4,885 | -15.04% | Q1 2026 | May 01, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 25,259 | 3,597 | 0.19% | 0.21% | 480 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Choate Investment Advisors | History | No change | 25,243 | 3,595 | 0.07% | 0.07% | 481 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 25,148 | 3,581 | 0.01% | — | 482 | +25,148 | New | Q1 2026 | May 08, 2026 |
| NEPC LLC | History | No change | 25,076 | 3,571 | 0.07% | 0.08% | 483 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 24,924 | 3,549 | 0.01% | — | 484 | +24,924 | New | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 24,859 | 3,540 | 0.09% | 0.08% | 485 | +8,923 | 55.99% | Q1 2026 | May 11, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 24,800 | 3,532 | 2.33% | 2.45% | 486 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | Added to | 24,657 | 3,512 | 0.02% | 0.02% | 487 | +2,721 | 12.4% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 24,601 | 3,503 | 0.03% | 0.03% | 489 | +129 | 0.53% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 23,561 | 3,503 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Carrera Capital Advisors | History | Reduced | 24,460 | 3,483 | 0.54% | 0.66% | 490 | -1,880 | -7.14% | Q1 2026 | May 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 24,376 | 3,471 | 1.2% | 1.31% | 491 | -67 | -0.27% | Q1 2026 | Apr 23, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 24,207 | 3,447 | 0.53% | 0.58% | 492 | -28 | -0.12% | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 24,131 | 3,437 | 0.07% | 0.07% | 493 | -480 | -1.95% | Q1 2026 | Apr 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 23,979 | 3,415 | 0.97% | 1.02% | 494 | -1,506 | -5.91% | Q1 2026 | Apr 16, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 23,836 | 3,394 | 0.02% | 0.02% | 495 | +3 | 0.01% | Q1 2026 | May 07, 2026 |
| Foster Group, Inc. | History | Added to | 23,654 | 3,369 | 0.1% | 0.11% | 496 | +26 | 0.11% | Q1 2026 | Apr 13, 2026 |
| SCS Capital Management LLC | History | No change | 23,596 | 3,360 | 0.04% | 0.04% | 497 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 23,550 | 3,354 | 2.57% | 2.84% | 498 | -1,694 | -6.71% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 23,516 | 3,349 | 0.12% | 0.14% | 499 | -749 | -3.09% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 22,379 | 3,327 | 0.4% | 0.69% | 500 | -13,299 | -37.28% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | Added to | 23,292 | 3,317 | 0.01% | 0.01% | 501 | +11,656 | 100.17% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 23,137 | 3,295 | 0.01% | 0.01% | 502 | -1,300 | -5.32% | Q1 2026 | May 15, 2026 |
| Carr Financial Group Corp | History | Reduced | 22,630 | 3,223 | 0.85% | 0.96% | 503 | -1,717 | -7.05% | Q1 2026 | May 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 22,625 | 3,222 | 0.5% | 0.52% | 504 | +1,274 | 5.97% | Q1 2026 | May 06, 2026 |
| Tenon Financial LLC | History | No change | 22,540 | 3,210 | 1.26% | 1.41% | 505 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Equity Management | History | Reduced | 22,345 | 3,182 | 1.2% | 1.16% | 506 | -611 | -2.66% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 22,318 | 3,178 | 0.15% | 0.15% | 507 | +1,688 | 8.18% | Q1 2026 | May 05, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 22,232 | 3,166 | 1.21% | 1.21% | 508 | +1,848 | 9.07% | Q1 2026 | Apr 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 22,124 | 3,151 | 0.38% | 0.39% | 509 | +529 | 2.45% | Q1 2026 | Apr 23, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 22,095 | 3,147 | 2.7% | 2.92% | 510 | -524 | -2.32% | Q1 2026 | May 11, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 21,919 | 3,145 | 0.82% | 0.88% | 511 | +568 | 2.66% | Q1 2026 | May 01, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 22,081 | 3,144 | 1.12% | — | 512 | +22,081 | New | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 21,976 | 3,130 | 0.14% | 0.14% | 513 | +1,348 | 6.53% | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | Added to | 21,885 | 3,117 | 0.43% | 0.47% | 514 | +5 | 0.02% | Q1 2026 | Apr 22, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 21,768 | 3,100 | 1.28% | 1.27% | 515 | +84 | 0.39% | Q1 2026 | Apr 22, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 21,679 | 3,087 | 0.32% | 0.6% | 516 | -267 | -1.22% | Q1 2026 | Apr 17, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 21,664 | 3,085 | 0.47% | 0.51% | 517 | -725 | -3.24% | Q1 2026 | Apr 22, 2026 |
| M&T BANK CORP | History | No change | 21,599 | 3,076 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kelly Financial Services LLC | History | Added to | 21,433 | 3,052 | 0.74% | 0.76% | 519 | +1,143 | 5.63% | Q1 2026 | Apr 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 21,405 | 3,048 | 0.07% | — | 520 | +21,405 | New | Q1 2026 | Apr 27, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 21,364 | 3,042 | 1.44% | 1.61% | 521 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| May Hill Capital, LLC | History | Reduced | 21,189 | 3,018 | 0.76% | 0.87% | 522 | -397 | -1.84% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 21,133 | 3,010 | 0.06% | 0.06% | 523 | +1,610 | 8.25% | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 21,083 | 3,002 | 0.43% | 0.47% | 524 | -517 | -2.39% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 20,856 | 2,970 | 0.05% | 0.05% | 525 | -361 | -1.7% | Q1 2026 | May 08, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 20,749 | 2,955 | 2.25% | 2.2% | 526 | +709 | 3.54% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 20,731 | 2,952 | 0.15% | 0.16% | 527 | +302 | 1.48% | Q1 2026 | Apr 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 20,636 | 2,939 | 0.09% | 0.12% | 528 | -3,417 | -14.21% | Q1 2026 | May 04, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 20,546 | 2,926 | 1.43% | 1.5% | 529 | -154 | -0.74% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 20,521 | 2,922 | 0.04% | 0.01% | 530 | +14,389 | 234.65% | Q1 2026 | May 01, 2026 |
| Northwest Bancshares, Inc. | History | Added to | 20,513 | 2,921 | 0.58% | 0.55% | 531 | +1,498 | 7.88% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 20,345 | 2,897 | 0.11% | 0.11% | 532 | +482 | 2.43% | Q1 2026 | May 11, 2026 |
| TKG Advisors, LLC | History | No change | 20,160 | 2,871 | 1.19% | 1.21% | 533 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 20,155 | 2,870 | 0.05% | 0.05% | 534 | +654 | 3.35% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | No change | 20,076 | 2,859 | 1.18% | 1.22% | 535 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 20,057 | 2,856 | 0.96% | 1.02% | 536 | -498 | -2.42% | Q1 2026 | Apr 21, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 19,811 | 2,821 | 0.4% | 0.45% | 538 | +1,118 | 5.98% | Q1 2026 | May 08, 2026 |
| Curi Capital, LLC | History | Reduced | 19,810 | 2,821 | 0.05% | 0.05% | 537 | -874 | -4.23% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,651 | 2,798 | 0.09% | 0.06% | 539 | +6,798 | 52.89% | Q1 2026 | Apr 08, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 19,502 | 2,777 | 1.11% | 1.16% | 540 | +599 | 3.17% | Q1 2026 | Apr 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 19,464 | 2,772 | 0.08% | 0.07% | 541 | +2,437 | 14.31% | Q1 2026 | Apr 23, 2026 |
| Essex Bank | History | No change | 19,361 | 2,757 | 0.61% | 0.62% | 542 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Added to | 19,314 | 2,750 | 0.01% | 0.01% | 543 | +1,146 | 6.31% | Q1 2026 | May 06, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 19,292 | 2,747 | 0.55% | 0.56% | 544 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 19,130 | 2,724 | 0.59% | 0.54% | 545 | -800 | -4.01% | Q1 2026 | Apr 30, 2026 |
| Snider Financial Group | History | Added to | 19,101 | 2,720 | 0.82% | 0.74% | 546 | +520 | 2.8% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 18,958 | 2,700 | 0.05% | 0.05% | 547 | +892 | 4.94% | Q1 2026 | Apr 10, 2026 |
| Cooper Financial Group | History | Added to | 18,929 | 2,696 | 0.27% | 0.29% | 548 | +358 | 1.93% | Q1 2026 | Apr 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 19,436 | 2,688 | 0.17% | 0.19% | 549 | -8,879 | -31.36% | Q1 2026 | Apr 24, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 18,843 | 2,683 | 0.33% | 0.39% | 550 | -2,757 | -12.76% | Q1 2026 | Apr 21, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 17,472 | 2,676 | 0.16% | 0.23% | 551 | -5,819 | -24.98% | Q1 2026 | Apr 20, 2026 |
| Tranquility Partners, LLC | History | Added to | 18,612 | 2,650 | 1.0% | 0.97% | 552 | +416 | 2.29% | Q1 2026 | Apr 20, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 18,593 | 2,648 | 0.37% | 0.4% | 553 | -954 | -4.88% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 17,073 | 2,636 | 0.29% | 0.36% | 554 | -13 | -0.08% | Q1 2026 | May 12, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 18,420 | 2,623 | 0.48% | 0.51% | 555 | -506 | -2.67% | Q1 2026 | Apr 27, 2026 |
| Financial Architects, LLC | History | Added to | 18,355 | 2,614 | 1.38% | 1.22% | 556 | +3,075 | 20.12% | Q1 2026 | Apr 21, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 18,346 | 2,613 | 0.04% | 0.04% | 557 | +1,316 | 7.73% | Q1 2026 | May 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 18,333 | 2,611 | 0.12% | 0.12% | 558 | +395 | 2.2% | Q1 2026 | Apr 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 18,108 | 2,579 | 0.17% | 0.18% | 559 | -4 | -0.02% | Q1 2026 | May 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 18,083 | 2,575 | 0.34% | 0.43% | 560 | -2,900 | -13.82% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 18,025 | 2,567 | 0.0% | 0.0% | 561 | -1,460 | -7.49% | Q1 2026 | May 14, 2026 |
| Altiora Financial Group, LLC | History | New | 17,909 | 2,550 | 0.42% | — | 563 | +17,909 | New | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 17,904 | 2,550 | 0.01% | 0.01% | 562 | +73 | 0.41% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 17,902 | 2,549 | 0.26% | 0.27% | 564 | +2 | 0.01% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 17,869 | 2,545 | 0.03% | 0.03% | 565 | +4,289 | 31.58% | Q1 2026 | Apr 23, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 17,719 | 2,523 | 0.17% | 0.12% | 566 | +6,572 | 58.96% | Q1 2026 | Apr 29, 2026 |
| Wealth Group Ltd | History | Added to | 17,452 | 2,485 | 0.57% | 0.56% | 567 | +761 | 4.56% | Q1 2026 | Apr 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 17,447 | 2,484 | 0.12% | 0.11% | 568 | +2,162 | 14.14% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | Added to | 17,377 | 2,475 | 0.53% | 0.57% | 569 | +429 | 2.53% | Q1 2026 | May 04, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 17,367 | 2,473 | 0.76% | 0.82% | 570 | -111 | -0.64% | Q1 2026 | May 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 17,340 | 2,469 | 0.05% | 0.03% | 571 | +7,078 | 68.97% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 17,326 | 2,467 | 0.18% | 0.13% | 572 | +5,337 | 44.52% | Q1 2026 | May 12, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 17,271 | 2,459 | 0.6% | 0.79% | 573 | -680 | -3.79% | Q1 2026 | Apr 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 17,144 | 2,441 | 0.32% | 0.23% | 574 | +5,212 | 43.68% | Q1 2026 | Apr 27, 2026 |
| Hamilton Capital, LLC | History | Added to | 17,035 | 2,426 | 0.13% | 0.13% | 575 | +200 | 1.19% | Q1 2026 | May 15, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 16,954 | 2,415 | 0.79% | 0.78% | 576 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 16,833 | 2,397 | 1.07% | 1.02% | 577 | +347 | 2.1% | Q1 2026 | May 05, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 16,814 | 2,394 | 0.06% | 0.07% | 578 | -672 | -3.84% | Q1 2026 | May 01, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 16,775 | 2,389 | 0.19% | 0.2% | 579 | +33 | 0.2% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 16,553 | 2,357 | 0.0% | 0.0% | 580 | +14,401 | 669.19% | Q1 2026 | May 13, 2026 |
| Asempa Wealth Advisors | History | Added to | 16,298 | 2,337 | 2.04% | 2.04% | 581 | +402 | 2.53% | Q1 2026 | Apr 08, 2026 |
| Csenge Advisory Group | History | Added to | 16,351 | 2,328 | 0.11% | 0.11% | 582 | +461 | 2.9% | Q1 2026 | Apr 30, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 16,346 | 2,328 | 1.33% | 1.47% | 584 | +392 | 2.46% | Q1 2026 | Apr 22, 2026 |
| LM Advisors LLC | History | Added to | 332 | 2,328 | 0.04% | 0.03% | 583 | +51 | 18.15% | Q1 2026 | May 13, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 16,198 | 2,307 | 0.32% | 0.3% | 585 | +1,587 | 10.86% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 15,501 | 2,304 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 16,174 | 2,303 | 0.14% | 0.12% | 587 | +126 | 0.79% | Q1 2026 | Apr 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 16,108 | 2,294 | 0.12% | 0.11% | 588 | +1,916 | 13.5% | Q1 2026 | Apr 13, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 16,091 | 2,291 | 0.58% | 0.65% | 589 | -899 | -5.29% | Q1 2026 | Apr 28, 2026 |
| Tempo Wealth, LLC | History | Reduced | 15,926 | 2,268 | 0.4% | 0.43% | 590 | -320 | -1.97% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 15,890 | 2,263 | 1.18% | 1.41% | 591 | -2,256 | -12.43% | Q1 2026 | Apr 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 15,877 | 2,261 | 0.48% | 0.52% | 592 | -620 | -3.76% | Q1 2026 | May 05, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 15,831 | 2,255 | 1.12% | 1.29% | 593 | -806 | -4.84% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 15,793 | 2,249 | 0.09% | 0.06% | 594 | +12,361 | 360.17% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 15,710 | 2,237 | 0.03% | 0.03% | 595 | +57 | 0.36% | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 15,676 | 2,232 | 0.0% | — | 596 | +15,676 | New | Q1 2026 | May 12, 2026 |
| Accredited Investors Inc. | History | Added to | 15,553 | 2,215 | 0.12% | 0.12% | 597 | +148 | 0.96% | Q1 2026 | Apr 30, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 15,520 | 2,210 | 0.52% | 0.53% | 598 | +278 | 1.82% | Q1 2026 | May 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 15,480 | 2,204 | 0.29% | 0.31% | 599 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 14,139 | 2,200 | 0.14% | 0.14% | 600 | +252 | 1.81% | Q1 2026 | May 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 15,445 | 2,199 | 0.01% | 0.0% | 601 | +12,299 | 390.94% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 15,311 | 2,180 | 0.01% | 0.01% | 602 | -5 | -0.03% | Q1 2026 | Apr 24, 2026 |
| Objective Capital Management, LLC | History | Reduced | 15,213 | 2,166 | 2.18% | 2.34% | 603 | -260 | -1.68% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,107 | 2,151 | 0.04% | 0.03% | 604 | +3,933 | 35.2% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 15,083 | 2,148 | 0.03% | 0.01% | 605 | +9,753 | 182.98% | Q1 2026 | May 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 15,076 | 2,147 | 0.36% | 0.14% | 606 | +9,655 | 178.1% | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Reduced | 14,845 | 2,129 | 0.34% | 0.43% | 607 | -1,649 | -10.0% | Q1 2026 | Apr 14, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 14,916 | 2,124 | 1.24% | 1.29% | 608 | -249 | -1.64% | Q1 2026 | Apr 16, 2026 |
| Bogart Wealth, LLC | History | Added to | 14,797 | 2,107 | 0.08% | 0.09% | 609 | +133 | 0.91% | Q1 2026 | Apr 28, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 14,742 | 2,099 | 0.38% | 0.22% | 610 | -220 | -1.47% | Q1 2026 | Apr 21, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 14,733 | 2,098 | 2.09% | 2.18% | 611 | -8 | -0.05% | Q1 2026 | Apr 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 14,655 | 2,087 | 0.03% | 0.03% | 612 | -232 | -1.56% | Q1 2026 | Apr 07, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 14,591 | 2,078 | 0.12% | 0.1% | 613 | +1,794 | 14.02% | Q1 2026 | Apr 21, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 14,551 | 2,072 | 0.47% | 0.49% | 614 | +59 | 0.41% | Q1 2026 | Apr 20, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 14,451 | 2,058 | 0.73% | 0.69% | 615 | -300 | -2.03% | Q1 2026 | Apr 21, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 14,443 | 2,057 | 0.6% | 0.45% | 616 | +4,002 | 38.33% | Q1 2026 | Apr 10, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 14,400 | 2,050 | 0.01% | 0.01% | 617 | -5,375 | -27.18% | Q1 2026 | May 07, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 14,393 | 2,049 | 0.22% | 0.26% | 618 | -339 | -2.3% | Q1 2026 | May 11, 2026 |
| TORONTO DOMINION BANK | History | Added to | 14,343 | 2,042 | 0.0% | 0.0% | 619 | +9,623 | 203.88% | Q1 2026 | May 15, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 14,341 | 2,042 | 1.64% | 1.73% | 620 | -587 | -3.93% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 14,215 | 2,024 | 0.15% | 0.16% | 621 | -2,636 | -15.64% | Q1 2026 | Apr 16, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 14,147 | 2,014 | 0.04% | 0.04% | 622 | +1,591 | 12.67% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | Added to | 14,085 | 2,006 | 0.77% | 0.85% | 623 | +32 | 0.23% | Q1 2026 | Apr 22, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 14,013 | 1,995 | 0.19% | 0.2% | 624 | +1 | 0.01% | Q1 2026 | Apr 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 13,968 | 1,989 | 0.05% | 0.05% | 625 | +39 | 0.28% | Q1 2026 | May 08, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 13,764 | 1,960 | 1.33% | 1.42% | 626 | -201 | -1.44% | Q1 2026 | Apr 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 13,649 | 1,944 | 0.24% | 0.24% | 627 | +374 | 2.82% | Q1 2026 | May 05, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 12,923 | 1,921 | 1.15% | 1.15% | 628 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 13,479 | 1,919 | 0.57% | 0.6% | 629 | +104 | 0.78% | Q1 2026 | May 20, 2026 |
| Stephenson & Company, Inc. | History | No change | 13,202 | 1,880 | 1.02% | 1.08% | 630 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clark Asset Management, LLC | History | Reduced | 13,184 | 1,877 | 0.18% | 0.43% | 631 | -14,682 | -52.69% | Q1 2026 | Apr 16, 2026 |
| Three Arch Wealth Management LLC | History | No change | 13,044 | 1,857 | 0.33% | 0.36% | 632 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 12,952 | 1,844 | 0.47% | 0.51% | 633 | -85 | -0.65% | Q1 2026 | Apr 10, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 12,918 | 1,839 | 1.05% | 1.61% | 634 | -4,405 | -25.43% | Q1 2026 | Apr 16, 2026 |
| Security Financial Services, INC. | History | No change | 12,358 | 1,837 | 0.29% | 0.29% | 635 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Detalus Advisors, LLC | History | Added to | 12,851 | 1,830 | 0.42% | 0.31% | 636 | +4,197 | 48.5% | Q1 2026 | Apr 22, 2026 |
| Berman McAleer LLC | History | Added to | 12,807 | 1,824 | 0.25% | 0.26% | 637 | +170 | 1.35% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 12,727 | 1,812 | 0.28% | 0.31% | 638 | -264 | -2.03% | Q1 2026 | May 04, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 12,723 | 1,812 | 1.24% | 1.36% | 639 | -181 | -1.4% | Q1 2026 | Apr 23, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 12,697 | 1,808 | 0.07% | 0.08% | 640 | -1,658 | -11.55% | Q1 2026 | Apr 24, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 12,618 | 1,797 | 0.35% | 0.41% | 641 | -1,031 | -7.55% | Q1 2026 | Apr 20, 2026 |
| Box Hill Private Wealth LLC | History | Reduced | 12,615 | 1,796 | 1.78% | 1.91% | 642 | -57 | -0.45% | Q1 2026 | Apr 03, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 12,576 | 1,791 | 0.42% | 0.46% | 643 | -178 | -1.4% | Q1 2026 | Apr 08, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 12,541 | 1,786 | 0.1% | 0.11% | 644 | -683 | -5.16% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,978 | 1,781 | 0.06% | 0.06% | 645 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Added to | 12,473 | 1,776 | 0.06% | 0.08% | 646 | +999 | 8.71% | Q1 2026 | Apr 29, 2026 |
| Parkside Investments, LLC | History | Added to | 12,427 | 1,769 | 0.21% | 0.23% | 647 | +43 | 0.35% | Q1 2026 | Apr 08, 2026 |
| Weaver Consulting Group | History | Added to | 12,317 | 1,754 | 0.42% | 0.42% | 648 | +670 | 5.75% | Q1 2026 | May 15, 2026 |
| My Personal CFO, LLC | History | No change | 12,287 | 1,750 | 0.77% | 0.76% | 649 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 12,225 | 1,741 | 0.18% | 0.19% | 650 | +3 | 0.02% | Q1 2026 | May 06, 2026 |
| Walsh & Associates, LLC | History | Added to | 12,054 | 1,716 | 1.7% | 1.76% | 651 | +16 | 0.13% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 12,047 | 1,715 | 0.04% | 0.04% | 652 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 12,007 | 1,710 | 0.19% | 0.21% | 653 | -1,059 | -8.11% | Q1 2026 | May 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 11,878 | 1,691 | 0.14% | 0.12% | 654 | +1,475 | 14.18% | Q1 2026 | May 14, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 11,750 | 1,673 | 0.41% | 0.41% | 655 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 11,556 | 1,657 | 1.3% | 1.14% | 656 | +3,527 | 43.93% | Q1 2026 | Apr 02, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 11,633 | 1,656 | 0.37% | 0.4% | 657 | +93 | 0.81% | Q1 2026 | Apr 27, 2026 |
| Elevated Financial Group LLC | History | Added to | 11,608 | 1,653 | 0.54% | 0.41% | 658 | +3,611 | 45.15% | Q1 2026 | May 11, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 11,488 | 1,636 | 0.34% | 0.35% | 659 | +10 | 0.09% | Q1 2026 | Apr 06, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 11,386 | 1,621 | 0.21% | 0.22% | 660 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Heirloom Wealth Management | History | New | 11,340 | 1,615 | 0.29% | — | 662 | +11,340 | New | Q1 2026 | Apr 14, 2026 |
| Finley Financial, LLC | History | No change | 11,345 | 1,615 | 0.76% | 0.77% | 661 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NorthRock Partners, LLC | History | Added to | 11,277 | 1,606 | 0.03% | 0.02% | 663 | +1,996 | 21.51% | Q1 2026 | May 15, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 11,219 | 1,597 | 0.78% | 0.81% | 664 | +398 | 3.68% | Q1 2026 | Apr 22, 2026 |
| TBH Global Asset Management, LLC | History | New | 11,160 | 1,589 | 0.32% | — | 666 | +11,160 | New | Q1 2026 | Apr 22, 2026 |
| DV Trading LLC | History | Added to | 11,157 | 1,589 | 0.04% | 0.01% | 665 | +7,645 | 217.68% | Q1 2026 | May 15, 2026 |
| ZEGA Investments, LLC | History | Added to | 11,150 | 1,588 | 0.18% | 0.12% | 667 | +4,331 | 63.51% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,098 | 1,581 | 0.05% | 0.05% | 668 | +156 | 1.43% | Q1 2026 | Apr 21, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 11,099 | 1,580 | 0.33% | 0.35% | 669 | +459 | 4.31% | Q1 2026 | May 12, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 10,983 | 1,564 | 1.61% | 1.82% | 670 | -82 | -0.74% | Q1 2026 | May 04, 2026 |
| MBL Wealth, LLC | History | Added to | 10,967 | 1,562 | 0.12% | 0.12% | 671 | +478 | 4.56% | Q1 2026 | Apr 28, 2026 |
| Westmount Partners, LLC | History | Added to | 10,935 | 1,557 | 0.38% | 0.4% | 672 | +21 | 0.19% | Q1 2026 | Apr 16, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 10,875 | 1,548 | 0.47% | 0.49% | 673 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Advisors, LLC | History | No change | 10,867 | 1,547 | 0.18% | 0.17% | 674 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 10,827 | 1,542 | 0.02% | 0.03% | 675 | -7,157 | -39.8% | Q1 2026 | May 08, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 10,828 | 1,542 | 0.78% | 0.88% | 676 | +25 | 0.23% | Q1 2026 | May 04, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 10,720 | 1,526 | 0.05% | 0.03% | 677 | +3,719 | 53.12% | Q1 2026 | May 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 10,623 | 1,513 | 0.27% | 0.29% | 678 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 10,608 | 1,510 | 0.55% | 0.58% | 679 | +210 | 2.02% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 10,599 | 1,509 | 0.71% | 0.72% | 680 | -433 | -3.92% | Q1 2026 | May 14, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 10,598 | 1,509 | 1.02% | 1.08% | 681 | -1 | -0.01% | Q1 2026 | Apr 16, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 10,587 | 1,507 | 0.16% | 0.19% | 682 | -1,018 | -8.77% | Q1 2026 | Apr 23, 2026 |
| Clayton Financial Group LLC | History | Added to | 10,529 | 1,499 | 0.77% | 0.8% | 683 | +17 | 0.16% | Q1 2026 | Apr 13, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 10,506 | 1,496 | 0.03% | 0.03% | 684 | +360 | 3.55% | Q1 2026 | May 13, 2026 |
| Klingman & Associates, LLC | History | Reduced | 10,480 | 1,492 | 0.07% | 0.08% | 685 | -30 | -0.29% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 10,475 | 1,491 | 0.19% | — | 686 | +10,475 | New | Q1 2026 | May 18, 2026 |
| Somerset Trust Co | History | Added to | 10,391 | 1,479 | 0.45% | 0.43% | 687 | +1,006 | 10.72% | Q1 2026 | Apr 02, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 10,301 | 1,467 | 0.11% | 0.12% | 688 | -297 | -2.8% | Q1 2026 | Apr 22, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,228 | 1,456 | 0.06% | 0.07% | 689 | -312 | -2.96% | Q1 2026 | May 13, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 10,212 | 1,454 | 0.25% | 0.26% | 690 | +7 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 10,116 | 1,440 | 0.96% | 1.05% | 691 | -343 | -3.28% | Q1 2026 | Apr 13, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 10,110 | 1,439 | 0.06% | 0.07% | 692 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 10,398 | 1,438 | 0.05% | 0.06% | 693 | -116 | -1.1% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 10,082 | 1,435 | 0.14% | 0.11% | 694 | +2,239 | 28.55% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 10,041 | 1,430 | 0.01% | 0.01% | 695 | -1,297 | -11.44% | Q1 2026 | May 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 10,026 | 1,428 | 0.05% | 0.05% | 696 | -397 | -3.81% | Q1 2026 | May 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 10,000 | 1,424 | 0.04% | 0.04% | 697 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 9,979 | 1,421 | 0.71% | 0.72% | 698 | +235 | 2.41% | Q1 2026 | Apr 21, 2026 |
| Chicago Capital, LLC | History | Reduced | 9,960 | 1,418 | 0.04% | 0.04% | 699 | -14 | -0.14% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 9,886 | 1,408 | 0.03% | 0.04% | 700 | +35 | 0.36% | Q1 2026 | Apr 29, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 9,870 | 1,405 | 0.94% | 1.1% | 701 | -717 | -6.77% | Q1 2026 | Apr 21, 2026 |
| FourThought Financial Partners, LLC | History | No change | 9,819 | 1,398 | 0.12% | 0.12% | 702 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 9,807 | 1,396 | 0.58% | 0.49% | 704 | +2,339 | 31.32% | Q1 2026 | May 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 9,804 | 1,396 | 0.15% | 0.16% | 703 | -78 | -0.79% | Q1 2026 | May 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 9,768 | 1,391 | 0.22% | 0.26% | 705 | +22 | 0.23% | Q1 2026 | Apr 30, 2026 |
| Convergence Financial, LLC | History | Reduced | 9,746 | 1,389 | 0.15% | 0.37% | 706 | -7,311 | -42.86% | Q1 2026 | May 11, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 8,872 | 1,388 | 0.29% | 0.28% | 707 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,739 | 1,387 | 0.1% | 0.1% | 708 | +9 | 0.09% | Q1 2026 | Apr 20, 2026 |
| COMMERCE BANK | History | Added to | 9,732 | 1,386 | 0.01% | 0.0% | 709 | +4,302 | 79.23% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 9,736 | 1,386 | 0.68% | 0.6% | 710 | +1,711 | 21.32% | Q1 2026 | Apr 14, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 9,693 | 1,380 | 0.41% | 0.45% | 711 | -11 | -0.11% | Q1 2026 | Apr 20, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 9,672 | 1,377 | 0.84% | 0.97% | 712 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 9,610 | 1,368 | 0.38% | 0.41% | 713 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Patten Group, Inc. | History | Reduced | 9,602 | 1,367 | 0.24% | 0.28% | 714 | -558 | -5.49% | Q1 2026 | Apr 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 9,553 | 1,360 | 0.75% | 0.78% | 715 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 8,849 | 1,359 | 0.04% | 0.05% | 716 | -233 | -2.57% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 9,531 | 1,357 | 0.19% | 0.2% | 717 | -30 | -0.31% | Q1 2026 | May 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 8,639 | 1,352 | 0.19% | 0.18% | 718 | +461 | 5.64% | Q1 2026 | Apr 28, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 9,406 | 1,339 | 0.23% | 0.23% | 719 | +353 | 3.9% | Q1 2026 | May 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 9,270 | 1,331 | 0.04% | — | 720 | +9,270 | New | Q1 2026 | Apr 08, 2026 |
| Curated Wealth Partners LLC | History | No change | 9,301 | 1,324 | 0.17% | 0.15% | 721 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Fielder Capital Group LLC | History | No change | 9,302 | 1,324 | 0.29% | 0.29% | 722 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colter Lewis Investment Partners LLC | History | Reduced | 9,284 | 1,322 | 1.24% | 2.2% | 723 | -3,505 | -27.41% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisors LLC | History | No change | 9,200 | 1,321 | 0.16% | 0.17% | 724 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Gibson Capital, LLC | History | Added to | 9,198 | 1,310 | 0.24% | 0.25% | 725 | +31 | 0.34% | Q1 2026 | Apr 17, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 9,191 | 1,309 | 0.51% | 0.6% | 726 | -781 | -7.83% | Q1 2026 | Apr 24, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 9,192 | 1,309 | 1.04% | 1.09% | 727 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 9,170 | 1,306 | 0.09% | 0.13% | 728 | -194 | -2.07% | Q1 2026 | May 07, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 9,151 | 1,303 | 0.04% | 0.05% | 729 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,147 | 1,302 | 0.05% | 0.05% | 731 | -589 | -6.05% | Q1 2026 | Apr 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 9,147 | 1,302 | 0.14% | 0.15% | 730 | -116 | -1.25% | Q1 2026 | May 13, 2026 |
| Baring Financial LLC | History | Added to | 9,139 | 1,301 | 0.8% | 0.82% | 732 | +82 | 0.91% | Q1 2026 | Apr 06, 2026 |
| AMG National Trust Bank | History | Added to | 9,125 | 1,299 | 0.03% | 0.01% | 733 | +6,136 | 205.29% | Q1 2026 | May 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 9,066 | 1,291 | 0.07% | 0.07% | 734 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 9,027 | 1,285 | 0.02% | 0.02% | 735 | -454 | -4.79% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 9,014 | 1,283 | 0.01% | 0.01% | 736 | +282 | 3.23% | Q1 2026 | Apr 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 8,952 | 1,275 | 0.13% | 0.15% | 737 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | Added to | 8,937 | 1,272 | 0.04% | 0.04% | 738 | +1,787 | 24.99% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 8,923 | 1,270 | 0.11% | 0.12% | 739 | -480 | -5.1% | Q1 2026 | May 12, 2026 |
| MAYPORT, LLC | History | No change | 8,827 | 1,257 | 0.23% | 0.26% | 740 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 8,784 | 1,251 | 0.58% | 0.66% | 741 | +17 | 0.19% | Q1 2026 | Apr 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 8,762 | 1,247 | 0.07% | 0.07% | 742 | -8 | -0.09% | Q1 2026 | Apr 30, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 8,753 | 1,246 | 0.11% | 0.07% | 743 | +4,696 | 115.75% | Q1 2026 | May 12, 2026 |
| LexAurum Advisors, LLC | History | New | 8,734 | 1,243 | 0.16% | — | 744 | +8,734 | New | Q1 2026 | Apr 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 8,846 | 1,240 | 0.16% | 0.15% | 745 | +1,294 | 17.13% | Q1 2026 | Apr 30, 2026 |
| Base Wealth Management LLC | History | Reduced | 8,687 | 1,237 | 0.69% | 0.7% | 746 | -67 | -0.77% | Q1 2026 | Apr 29, 2026 |
| RHS Financial, LLC | History | Reduced | 8,639 | 1,230 | 0.58% | 0.76% | 747 | -1,787 | -17.14% | Q1 2026 | Apr 28, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 8,612 | 1,226 | 0.64% | 0.63% | 748 | +104 | 1.22% | Q1 2026 | Apr 30, 2026 |
| Bawa N Mallick Trust | History | Reduced | 8,600 | 1,224 | 0.5% | 0.64% | 749 | -3,077 | -26.35% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 8,463 | 1,205 | 0.0% | 0.0% | 750 | +6,268 | 285.56% | Q1 2026 | May 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 8,439 | 1,201 | 0.24% | 0.26% | 751 | +115 | 1.38% | Q1 2026 | Apr 09, 2026 |
| Human Investing LLC | History | Reduced | 8,408 | 1,197 | 0.17% | 0.18% | 752 | -26 | -0.31% | Q1 2026 | May 07, 2026 |
| HOWE & RUSLING INC | History | Added to | 8,366 | 1,191 | 0.08% | 0.06% | 753 | +1,815 | 27.71% | Q1 2026 | Apr 28, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 8,365 | 1,191 | 0.05% | 0.05% | 754 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Helium Advisors LLC | History | Reduced | 8,338 | 1,187 | 1.13% | 1.26% | 755 | -21 | -0.25% | Q1 2026 | May 05, 2026 |
| Global View Capital Management LLC | History | Reduced | 8,333 | 1,186 | 0.31% | 0.25% | 756 | -783 | -8.59% | Q1 2026 | May 04, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 8,311 | 1,183 | 0.2% | 0.21% | 757 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 8,276 | 1,178 | 0.24% | 0.35% | 758 | -3,271 | -28.33% | Q1 2026 | Apr 13, 2026 |
| Solstein Capital, LLC | History | Reduced | 8,239 | 1,173 | 0.48% | 0.49% | 759 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 8,235 | 1,172 | 0.13% | 0.12% | 760 | -57 | -0.69% | Q1 2026 | May 13, 2026 |
| ATWOOD & PALMER INC | History | Added to | 8,137 | 1,158 | 0.07% | 0.07% | 761 | +10 | 0.12% | Q1 2026 | Apr 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 8,096 | 1,153 | 0.12% | 0.12% | 763 | -153 | -1.85% | Q1 2026 | May 04, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 8,100 | 1,153 | 0.29% | 0.3% | 762 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 8,090 | 1,152 | 0.01% | 0.02% | 764 | -5,627 | -41.02% | Q1 2026 | May 01, 2026 |
| SVB WEALTH LLC | History | Reduced | 8,033 | 1,144 | 0.08% | 0.28% | 765 | -23,729 | -74.71% | Q1 2026 | Apr 17, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 8,027 | 1,143 | 0.02% | 0.02% | 766 | +962 | 13.62% | Q1 2026 | Apr 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 8,014 | 1,141 | 0.0% | 0.0% | 767 | +2,179 | 37.34% | Q1 2026 | May 13, 2026 |
| Sylvest Advisors, LLC | History | Reduced | 7,921 | 1,128 | 0.6% | 0.64% | 768 | -101 | -1.26% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 7,896 | 1,124 | 0.04% | 0.05% | 769 | -564 | -6.67% | Q1 2026 | May 07, 2026 |
| Winter & Associates, Inc. | History | Reduced | 7,759 | 1,119 | 0.98% | 1.11% | 770 | -353 | -4.35% | Q1 2026 | Apr 08, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 7,856 | 1,118 | 0.08% | 0.1% | 771 | -1,462 | -15.69% | Q1 2026 | May 06, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 7,846 | 1,117 | 0.37% | 0.59% | 772 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 7,833 | 1,115 | 3.48% | 3.27% | 773 | +580 | 8.0% | Q1 2026 | May 08, 2026 |
| Stonekeep Investments, LLC | History | Added to | 7,820 | 1,113 | 0.72% | 0.67% | 774 | +723 | 10.19% | Q1 2026 | Apr 07, 2026 |
| Avalon Trust Co | History | New | 7,807 | 1,111 | 0.08% | — | 776 | +7,807 | New | Q1 2026 | May 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 7,806 | 1,111 | 0.04% | 0.04% | 775 | +534 | 7.34% | Q1 2026 | May 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 8,024 | 1,109 | 0.02% | 0.01% | 777 | +4,726 | 143.3% | Q1 2026 | Apr 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 7,793 | 1,109 | 0.2% | 0.22% | 778 | -227 | -2.83% | Q1 2026 | Apr 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,739 | 1,102 | 0.03% | 0.02% | 779 | +1,344 | 21.02% | Q1 2026 | Apr 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,706 | 1,097 | 0.03% | 0.03% | 781 | -36 | -0.46% | Q1 2026 | Apr 15, 2026 |
| NWK Group, Inc. | History | No change | 7,704 | 1,097 | 0.42% | 0.4% | 780 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 7,669 | 1,092 | 0.34% | 0.32% | 782 | +748 | 10.81% | Q1 2026 | Apr 16, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 7,602 | 1,082 | 0.02% | 0.03% | 783 | -3 | -0.04% | Q1 2026 | May 12, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 7,565 | 1,077 | 0.08% | 0.07% | 785 | +1,783 | 30.84% | Q1 2026 | Apr 13, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 7,568 | 1,077 | 0.09% | 0.1% | 784 | -268 | -3.42% | Q1 2026 | Apr 30, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 7,556 | 1,076 | 0.15% | 0.17% | 786 | -883 | -10.46% | Q1 2026 | Apr 15, 2026 |
| SFMG, LLC | History | Added to | 7,539 | 1,073 | 0.07% | 0.07% | 787 | +34 | 0.45% | Q1 2026 | May 12, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 7,500 | 1,068 | 0.06% | 0.07% | 788 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 7,497 | 1,067 | 0.04% | 0.04% | 789 | +29 | 0.39% | Q1 2026 | May 06, 2026 |
| Ervin Investment Management, LLC | History | New | 7,483 | 1,065 | 0.62% | — | 790 | +7,483 | New | Q1 2026 | Apr 08, 2026 |
| TSA Wealth Managment LLC | History | Added to | 7,429 | 1,058 | 0.34% | 0.33% | 792 | +733 | 10.95% | Q1 2026 | May 01, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 7,431 | 1,058 | 0.23% | 0.23% | 791 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 7,425 | 1,057 | 0.98% | 0.77% | 793 | +1,521 | 25.76% | Q1 2026 | Apr 07, 2026 |
| Boston Trust Walden Corp | History | Added to | 7,368 | 1,049 | 0.01% | 0.01% | 794 | +701 | 10.51% | Q1 2026 | Apr 24, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 7,323 | 1,043 | 0.06% | 0.06% | 795 | +1,010 | 16.0% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,289 | 1,038 | 0.0% | 0.0% | 797 | +484 | 7.11% | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 7,293 | 1,038 | 0.13% | 0.15% | 796 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 7,264 | 1,034 | 0.12% | 0.12% | 798 | -13 | -0.18% | Q1 2026 | May 01, 2026 |
| Grange Capital, LLC | History | Reduced | 7,217 | 1,027 | 1.02% | 1.12% | 799 | -616 | -7.86% | Q1 2026 | Apr 28, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 7,189 | 1,023 | 0.29% | 0.3% | 800 | -40 | -0.55% | Q1 2026 | Apr 10, 2026 |
| Bison Wealth, LLC | History | No change | 6,256 | 1,013 | 0.1% | 0.1% | 801 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 7,091 | 1,009 | 0.08% | 0.08% | 802 | +770 | 12.18% | Q1 2026 | Apr 20, 2026 |
| Foundry Financial LLC | History | Added to | 7,075 | 1,007 | 0.43% | 0.47% | 803 | +1,114 | 18.69% | Q1 2026 | Apr 21, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 7,041 | 1,003 | 0.07% | 0.07% | 804 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EPG Wealth Management LLC | History | Added to | 7,034 | 1,001 | 0.27% | 0.28% | 805 | +36 | 0.51% | Q1 2026 | May 07, 2026 |
| IFG Advisors, LLC | History | Added to | 7,024 | 1,000 | 0.16% | 0.15% | 806 | +977 | 16.16% | Q1 2026 | Apr 09, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 7,006 | 997 | 0.47% | 0.44% | 807 | +450 | 6.86% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Reduced | 6,994 | 996 | 0.03% | 0.03% | 808 | -45 | -0.64% | Q1 2026 | May 12, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 6,992 | 995 | 0.23% | 0.23% | 809 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 6,986 | 994 | 0.25% | 0.29% | 810 | -405 | -5.48% | Q1 2026 | Apr 17, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 6,970 | 992 | 0.91% | 1.05% | 811 | -366 | -4.99% | Q1 2026 | May 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 6,885 | 980 | 0.06% | 0.06% | 812 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Downshift Financial, LLC | History | Added to | 6,296 | 977 | 0.51% | 0.57% | 813 | +37 | 0.59% | Q1 2026 | Apr 29, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 6,842 | 974 | 0.16% | 0.17% | 814 | +118 | 1.75% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 6,729 | 958 | 0.01% | 0.01% | 815 | -951 | -12.38% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | New | 6,717 | 956 | 0.09% | — | 817 | +6,717 | New | Q1 2026 | Apr 30, 2026 |
| HCR Wealth Advisors | History | No change | 6,716 | 956 | 0.1% | 0.1% | 816 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rolek Wealth Management LLC | History | Reduced | 6,694 | 953 | 0.68% | 0.69% | 818 | -99 | -1.46% | Q1 2026 | Apr 22, 2026 |
| Brio Consultants, LLC | History | Reduced | 5,969 | 946 | 0.12% | 0.13% | 819 | -534 | -8.21% | Q1 2026 | May 06, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 6,633 | 944 | 0.05% | 0.05% | 820 | +884 | 15.38% | Q1 2026 | Apr 29, 2026 |
| Soundwatch Capital LLC | History | No change | 6,604 | 940 | 0.12% | 0.15% | 821 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 6,586 | 938 | 0.28% | 0.34% | 822 | -54 | -0.81% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 6,541 | 931 | 0.03% | 0.03% | 824 | +309 | 4.96% | Q1 2026 | Apr 22, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 6,540 | 931 | 0.04% | 0.04% | 823 | -224 | -3.31% | Q1 2026 | Apr 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 6,517 | 928 | 0.04% | 0.04% | 825 | -98 | -1.48% | Q1 2026 | Apr 21, 2026 |
| Advisor OS, LLC | History | Added to | 6,478 | 922 | 0.07% | 0.04% | 826 | +3,477 | 115.86% | Q1 2026 | May 07, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 6,449 | 918 | 0.19% | 0.2% | 827 | +12 | 0.19% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 5,835 | 917 | 0.01% | 0.01% | 828 | -81 | -1.37% | Q1 2026 | May 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 5,893 | 915 | 1.12% | 1.0% | 830 | +885 | 17.67% | Q1 2026 | Apr 29, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 6,431 | 915 | 0.26% | 0.27% | 829 | -65 | -1.0% | Q1 2026 | Apr 08, 2026 |
| Keener Financial Planning LLC | History | Added to | 6,418 | 914 | 0.38% | 0.37% | 831 | +582 | 9.97% | Q1 2026 | May 01, 2026 |
| Calamos Advisors LLC | History | New | 6,412 | 913 | 0.0% | — | 834 | +6,412 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 6,412 | 913 | 0.03% | 0.02% | 832 | +2,414 | 60.38% | Q1 2026 | May 04, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 6,417 | 913 | 0.69% | 0.74% | 833 | -91 | -1.4% | Q1 2026 | Apr 16, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 6,370 | 907 | 0.22% | 0.21% | 835 | +212 | 3.44% | Q1 2026 | Apr 17, 2026 |
| TRUEFG, LLC | History | Added to | 6,363 | 906 | 0.24% | 0.25% | 836 | +56 | 0.89% | Q1 2026 | Apr 22, 2026 |
| 5T Wealth, LLC | History | Added to | 6,328 | 901 | 0.36% | 0.37% | 837 | +133 | 2.15% | Q1 2026 | Apr 13, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 6,036 | 897 | 0.07% | 0.07% | 838 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 6,293 | 896 | 0.14% | 0.18% | 839 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 6,258 | 891 | 0.51% | 0.88% | 841 | -4,054 | -39.31% | Q1 2026 | May 01, 2026 |
| Evanson Asset Management, LLC | History | No change | 6,256 | 891 | 0.05% | 0.05% | 840 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | Added to | 6,249 | 890 | 0.07% | 0.04% | 842 | +2,685 | 75.34% | Q1 2026 | May 08, 2026 |
| Balentine LLC | History | Reduced | 6,243 | 889 | 0.04% | 0.06% | 843 | -5,082 | -44.87% | Q1 2026 | Apr 24, 2026 |
| DGS Capital Management, LLC | History | Added to | 6,217 | 885 | 0.15% | 0.05% | 844 | +4,132 | 198.18% | Q1 2026 | Apr 28, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 6,195 | 882 | 0.12% | 0.13% | 845 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 6,154 | 876 | 0.57% | 0.61% | 846 | -398 | -6.07% | Q1 2026 | Apr 21, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 6,149 | 875 | 0.07% | 0.07% | 847 | -81 | -1.3% | Q1 2026 | Apr 24, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 6,099 | 868 | 0.27% | 0.28% | 849 | -82 | -1.33% | Q1 2026 | Apr 17, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 6,098 | 868 | 0.03% | 0.03% | 848 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 6,091 | 867 | 0.42% | — | 850 | +6,091 | New | Q1 2026 | May 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 6,086 | 866 | 0.01% | 0.01% | 851 | -1 | -0.02% | Q1 2026 | May 14, 2026 |
| ATLas Financial Planning LLC | History | Reduced | 6,050 | 861 | 0.77% | 0.9% | 852 | -131 | -2.12% | Q1 2026 | Apr 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 6,027 | 858 | 0.03% | 0.04% | 853 | -2,376 | -28.28% | Q1 2026 | May 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 6,000 | 854 | 0.04% | 0.02% | 854 | +4,088 | 213.81% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5,894 | 850 | 0.02% | 0.02% | 855 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 5,645 | 848 | 0.01% | 0.02% | 856 | -228 | -3.88% | Q1 2026 | May 15, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 5,930 | 844 | 0.51% | 0.53% | 857 | -98 | -1.63% | Q1 2026 | Apr 22, 2026 |
| Gemmer Asset Management LLC | History | Added to | 5,882 | 837 | 0.07% | 0.07% | 858 | +47 | 0.81% | Q1 2026 | Apr 22, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 5,635 | 837 | 0.23% | 0.23% | 859 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,846 | 832 | 0.03% | 0.03% | 860 | -195 | -3.23% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,773 | 828 | 0.0% | 0.01% | 861 | +145 | 2.58% | Q1 2026 | May 12, 2026 |
| EJMK Ventures LLC | History | Added to | 5,807 | 827 | 0.46% | 0.51% | 863 | +241 | 4.33% | Q1 2026 | Apr 24, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 5,807 | 827 | 0.39% | 0.38% | 862 | -37 | -0.63% | Q1 2026 | Apr 28, 2026 |
| Beckerman Institutional, LLC | History | No change | 5,798 | 825 | 0.44% | 0.48% | 864 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | New | 5,769 | 821 | 0.32% | — | 865 | +5,769 | New | Q1 2026 | Apr 29, 2026 |
| Roundview Capital LLC | History | Added to | 5,762 | 820 | 0.05% | 0.04% | 866 | +1,706 | 42.06% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 5,754 | 819 | 0.05% | 0.05% | 867 | -117 | -1.99% | Q1 2026 | May 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 5,744 | 818 | 0.1% | 0.11% | 868 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cadence Wealth Management LLC | History | Added to | 5,722 | 815 | 0.34% | 0.4% | 870 | +209 | 3.79% | Q1 2026 | May 12, 2026 |
| Cypress Capital Group | History | No change | 5,729 | 815 | 0.09% | 0.1% | 869 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Stewardship, LLC | History | Reduced | 5,715 | 813 | 0.37% | 0.43% | 871 | -359 | -5.91% | Q1 2026 | Apr 10, 2026 |
| VeraBank, N.A. | History | No change | 5,704 | 812 | 0.15% | 0.15% | 872 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BCS Wealth Management | History | Reduced | 5,695 | 811 | 0.17% | 0.17% | 873 | -5,695 | -50.0% | Q1 2026 | Apr 17, 2026 |
| True North Advisors, LLC | History | Added to | 5,685 | 809 | 0.09% | 0.11% | 874 | +11 | 0.19% | Q1 2026 | May 07, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 5,680 | 809 | 0.25% | 0.26% | 875 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 5,673 | 808 | 0.11% | 0.12% | 876 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 5,642 | 803 | 0.48% | 0.5% | 877 | +5,047 | 848.24% | Q1 2026 | Apr 16, 2026 |
| MSH Capital Advisors LLC | History | Added to | 5,641 | 803 | 0.17% | 0.14% | 879 | +1,363 | 31.86% | Q1 2026 | May 08, 2026 |
| Geometric Wealth Advisors | History | Added to | 5,641 | 803 | 0.1% | 0.09% | 878 | +774 | 15.9% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 5,636 | 802 | 0.05% | 0.05% | 880 | +219 | 4.04% | Q1 2026 | Apr 09, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 5,625 | 801 | 0.06% | 0.06% | 881 | +760 | 15.62% | Q1 2026 | Apr 22, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 5,597 | 797 | 0.1% | 0.11% | 882 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 5,595 | 796 | 0.18% | 0.19% | 883 | +56 | 1.01% | Q1 2026 | Apr 21, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 5,575 | 794 | 0.12% | 0.11% | 884 | +415 | 8.04% | Q1 2026 | Apr 09, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 5,566 | 792 | 0.55% | 0.58% | 885 | -184 | -3.2% | Q1 2026 | Apr 21, 2026 |
| DAVIS R M INC | History | Reduced | 5,560 | 791 | 0.01% | 0.01% | 886 | -267 | -4.58% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Added to | 5,550 | 790 | 0.06% | 0.06% | 887 | +148 | 2.74% | Q1 2026 | Apr 13, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 5,041 | 784 | 0.32% | 0.35% | 888 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 5,500 | 783 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 5,479 | 780 | 0.77% | 0.73% | 891 | +334 | 6.49% | Q1 2026 | May 06, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 5,481 | 780 | 0.46% | 0.5% | 890 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 5,474 | 779 | 0.04% | 0.04% | 892 | +3,031 | 124.07% | Q1 2026 | Apr 22, 2026 |
| WESBANCO BANK INC | History | Added to | 5,463 | 778 | 0.02% | 0.02% | 893 | +475 | 9.52% | Q1 2026 | Apr 21, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 5,451 | 776 | 0.47% | 0.48% | 894 | -103 | -1.85% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 5,428 | 773 | 0.06% | 0.07% | 895 | -825 | -13.19% | Q1 2026 | Apr 23, 2026 |
| Tidal Investments LLC | History | Added to | 5,406 | 769 | 0.0% | 0.0% | 896 | +1,444 | 36.45% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 5,383 | 766 | 0.01% | 0.01% | 897 | -30 | -0.55% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | No change | 5,295 | 764 | 0.01% | 0.01% | 898 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cooke Wealth Management, LLC | History | Reduced | 5,358 | 763 | 0.68% | 0.82% | 899 | -840 | -13.55% | Q1 2026 | Apr 10, 2026 |
| Successful Portfolios LLC | History | Added to | 5,351 | 760 | 0.42% | 0.41% | 900 | +35 | 0.66% | Q1 2026 | Apr 13, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 5,305 | 755 | 0.36% | 0.26% | 902 | +1,777 | 50.37% | Q1 2026 | May 08, 2026 |
| Falcon Wealth Planning | History | Added to | 5,302 | 755 | 0.05% | 0.06% | 901 | +362 | 7.33% | Q1 2026 | Apr 20, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 5,297 | 754 | 0.25% | 0.25% | 903 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 5,246 | 747 | 0.29% | 0.2% | 906 | +1,765 | 50.7% | Q1 2026 | Apr 22, 2026 |
| Adams Wealth Management | History | Reduced | 5,248 | 747 | 0.16% | 0.21% | 904 | -1,254 | -19.29% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 5,248 | 747 | 0.14% | 0.18% | 905 | -1,254 | -19.29% | Q1 2026 | May 11, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 5,217 | 743 | 0.03% | 0.03% | 907 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 5,191 | 739 | 0.02% | 0.02% | 908 | +259 | 5.25% | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 5,160 | 734 | 0.06% | 0.06% | 909 | -20 | -0.39% | Q1 2026 | Apr 09, 2026 |
| XML Financial, LLC | History | Added to | 5,118 | 728 | 0.06% | 0.06% | 910 | +271 | 5.59% | Q1 2026 | Apr 16, 2026 |
| Rothschild Wealth LLC | History | Added to | 5,099 | 726 | 0.07% | 0.06% | 911 | +825 | 19.3% | Q1 2026 | May 06, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 5,079 | 723 | 0.14% | 0.16% | 912 | -172 | -3.28% | Q1 2026 | Apr 24, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 5,082 | 723 | 0.57% | 0.6% | 913 | -42 | -0.82% | Q1 2026 | Apr 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 5,058 | 720 | 0.05% | 0.06% | 914 | -1,604 | -24.08% | Q1 2026 | May 05, 2026 |
| KPP Advisory Services LLC | History | Reduced | 5,043 | 718 | 0.1% | 0.13% | 915 | -817 | -13.94% | Q1 2026 | Apr 24, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 5,032 | 716 | 0.13% | 0.13% | 916 | +338 | 7.2% | Q1 2026 | Apr 13, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 5,025 | 715 | 0.35% | 0.44% | 917 | -875 | -14.83% | Q1 2026 | Apr 27, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 5,017 | 714 | 0.51% | 0.82% | 918 | -3,291 | -39.61% | Q1 2026 | Apr 24, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 5,019 | 714 | 0.03% | 0.03% | 919 | -1,219 | -19.54% | Q1 2026 | May 14, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 4,995 | 711 | 0.09% | 0.09% | 920 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Added to | 4,962 | 706 | 0.03% | 0.03% | 921 | +513 | 11.53% | Q1 2026 | Apr 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 4,951 | 705 | 0.01% | 0.02% | 922 | -504 | -9.24% | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | Reduced | 4,932 | 702 | 0.07% | 0.17% | 923 | -7,520 | -60.39% | Q1 2026 | Apr 21, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 4,907 | 698 | 0.16% | 0.17% | 924 | -16 | -0.33% | Q1 2026 | Apr 17, 2026 |
| Align Financial, LLC | History | Reduced | 4,880 | 695 | 0.4% | 0.42% | 926 | -720,727 | -99.33% | Q1 2026 | May 08, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 4,886 | 695 | 0.27% | 0.3% | 925 | -66 | -1.33% | Q1 2026 | May 11, 2026 |
| River Street Advisors LLC | History | Added to | 4,864 | 692 | 0.23% | 0.24% | 927 | +584 | 13.64% | Q1 2026 | Apr 21, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 4,850 | 690 | 0.23% | 0.15% | 929 | +1,580 | 48.32% | Q1 2026 | Apr 08, 2026 |
| Brookwood Investment Group LLC | History | Added to | 4,847 | 690 | 0.09% | 0.09% | 928 | +60 | 1.25% | Q1 2026 | May 04, 2026 |
| TritonPoint Partners, LLC | History | Added to | 4,840 | 689 | 0.25% | 0.23% | 931 | +1,962 | 68.17% | Q1 2026 | Apr 28, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 4,839 | 689 | 0.18% | 0.18% | 930 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,836 | 688 | 0.03% | 0.03% | 932 | +160 | 3.42% | Q1 2026 | May 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 4,812 | 685 | 0.07% | 0.06% | 933 | +614 | 14.63% | Q1 2026 | Apr 23, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 4,802 | 683 | 0.09% | 0.1% | 934 | +1 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 4,744 | 675 | 0.03% | 0.02% | 935 | -229 | -4.6% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4,733 | 674 | 0.04% | 0.04% | 936 | -31 | -0.65% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,722 | 672 | 0.0% | 0.0% | 937 | +2,195 | 86.86% | Q1 2026 | Apr 15, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 4,712 | 671 | 0.34% | 0.41% | 939 | +53 | 1.14% | Q1 2026 | May 11, 2026 |
| Tarbox Family Office, Inc. | History | No change | 4,713 | 671 | 0.11% | 0.11% | 938 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 4,708 | 670 | 0.19% | 0.2% | 940 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 4,704 | 669 | 0.0% | 0.0% | 941 | -147 | -3.03% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 4,666 | 664 | 0.1% | 0.1% | 942 | +74 | 1.61% | Q1 2026 | May 11, 2026 |
| AWM CAPITAL, LLC | History | Added to | 4,650 | 662 | 0.06% | 0.06% | 943 | +9 | 0.19% | Q1 2026 | May 12, 2026 |
| Hilltop Partners LLC | History | No change | 4,627 | 659 | 0.17% | 0.18% | 944 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Alternatives, Inc | History | No change | 4,610 | 656 | 0.35% | 0.4% | 945 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CFO4Life Group, LLC | History | No change | 4,600 | 655 | 0.1% | 0.1% | 946 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| APS Management Group, Inc. | History | No change | 4,578 | 652 | 0.56% | 0.58% | 947 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AIRE ADVISORS, LLC | History | New | 4,564 | 650 | 0.12% | — | 948 | +4,564 | New | Q1 2026 | May 06, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 4,513 | 642 | 0.32% | 0.35% | 949 | -45 | -0.99% | Q1 2026 | Apr 23, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 4,089 | 640 | 0.11% | 0.12% | 950 | -181 | -4.24% | Q1 2026 | May 08, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 4,493 | 639 | 0.23% | 0.33% | 951 | +4 | 0.09% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 4,452 | 634 | 0.01% | 0.01% | 952 | -239 | -5.09% | Q1 2026 | May 04, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 4,435 | 631 | 0.23% | 0.22% | 953 | +173 | 4.06% | Q1 2026 | May 14, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 4,420 | 629 | 0.05% | 0.06% | 954 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Next Level Private LLC | History | Added to | 4,411 | 628 | 0.14% | 0.17% | 955 | +10 | 0.23% | Q1 2026 | Apr 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 4,377 | 626 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 4,380 | 623 | 0.02% | 0.02% | 957 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 4,373 | 622 | 0.34% | 0.35% | 958 | +12 | 0.28% | Q1 2026 | May 12, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 4,366 | 621 | 0.25% | 0.27% | 960 | -177 | -3.9% | Q1 2026 | Apr 22, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 4,364 | 621 | 0.24% | 0.24% | 959 | +21 | 0.48% | Q1 2026 | Apr 15, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 4,363 | 621 | 0.58% | 0.63% | 961 | +3 | 0.07% | Q1 2026 | May 07, 2026 |
| American Trust | History | Reduced | 4,332 | 617 | 0.05% | 0.06% | 962 | -559 | -11.43% | Q1 2026 | May 01, 2026 |
| Marble Wealth, LLC | History | Added to | 4,332 | 616 | 0.11% | 0.09% | 963 | +10 | 0.23% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,318 | 615 | 0.29% | 0.3% | 964 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 4,317 | 614 | 0.06% | 0.06% | 965 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | Added to | 4,258 | 606 | 0.03% | 0.03% | 966 | +8 | 0.19% | Q1 2026 | Apr 06, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 4,233 | 602 | 0.02% | 0.03% | 967 | -3,198 | -43.04% | Q1 2026 | May 18, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 4,225 | 601 | 0.22% | 0.23% | 968 | -71 | -1.65% | Q1 2026 | Apr 14, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 4,214 | 600 | 0.32% | 0.3% | 969 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integras Partners LLC | History | Added to | 4,209 | 599 | 0.39% | 0.5% | 970 | +53 | 1.28% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 4,180 | 595 | 0.01% | 0.01% | 972 | -1,934 | -31.63% | Q1 2026 | Apr 27, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 4,180 | 595 | 0.05% | 0.06% | 971 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 4,167 | 593 | 0.19% | 0.2% | 974 | -1 | -0.02% | Q1 2026 | May 06, 2026 |
| VERITY Wealth Advisors | History | No change | 4,165 | 593 | 0.4% | 0.38% | 973 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 4,159 | 592 | 0.03% | — | 975 | +4,159 | New | Q1 2026 | Apr 27, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 4,148 | 590 | 0.08% | 0.09% | 977 | -506 | -10.87% | Q1 2026 | Apr 08, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 4,143 | 590 | 0.22% | 0.25% | 976 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GEN Financial Management, INC. | History | No change | 4,137 | 589 | 0.36% | 0.39% | 978 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,123 | 587 | 0.03% | 0.02% | 981 | +2,084 | 102.21% | Q1 2026 | Apr 24, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,124 | 587 | 0.0% | 0.0% | 979 | +1,311 | 46.61% | Q1 2026 | May 05, 2026 |
| IFC Advisors LLC | History | Reduced | 4,122 | 587 | 0.08% | 0.11% | 982 | -756 | -15.5% | Q1 2026 | May 04, 2026 |
| Rossmore Private Capital | History | No change | 4,125 | 587 | 0.05% | 0.05% | 980 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 4,110 | 585 | 0.1% | 0.1% | 983 | +185 | 4.71% | Q1 2026 | May 01, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,715 | 584 | 0.05% | 0.05% | 985 | -142 | -3.68% | Q1 2026 | May 01, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 4,103 | 584 | 0.01% | 0.01% | 984 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Leading Edge Financial Planning LLC | History | New | 4,060 | 578 | 0.12% | — | 986 | +4,060 | New | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,055 | 577 | 0.06% | 0.08% | 988 | -776 | -16.06% | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 3,580 | 577 | 0.06% | 0.07% | 987 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 4,046 | 576 | 0.51% | — | 990 | +4,046 | New | Q1 2026 | May 07, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 4,044 | 576 | 0.17% | — | 989 | +4,044 | New | Q1 2026 | Apr 24, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 4,038 | 575 | 0.05% | 0.05% | 991 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 4,008 | 570 | 0.13% | 0.14% | 993 | -190 | -4.53% | Q1 2026 | May 11, 2026 |
| Faithward Advisors, LLC | History | Added to | 4,004 | 570 | 0.08% | 0.09% | 992 | +50 | 1.26% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Financial Management LLC | History | No change | 4,000 | 569 | 0.52% | 0.56% | 994 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Financial Services, Inc. | History | New | 3,988 | 568 | 0.03% | — | 995 | +3,988 | New | Q1 2026 | May 08, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 3,976 | 566 | 0.17% | 0.18% | 996 | -112 | -2.74% | Q1 2026 | May 04, 2026 |
| Pioneer Wealth Management Group | History | No change | 3,975 | 566 | 0.16% | 0.18% | 997 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 3,933 | 560 | 0.18% | — | 1000 | +3,933 | New | Q1 2026 | Apr 10, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 3,933 | 560 | 0.14% | 0.28% | 999 | -947 | -19.41% | Q1 2026 | Apr 15, 2026 |
| EQ LLC | History | Added to | 3,932 | 560 | 0.16% | 0.16% | 998 | +145 | 3.83% | Q1 2026 | May 06, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 3,930 | 559 | 0.48% | 0.49% | 1001 | +16 | 0.41% | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | Reduced | 3,919 | 558 | 0.02% | 0.02% | 1002 | -565 | -12.6% | Q1 2026 | Apr 06, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 3,911 | 557 | 0.26% | 0.26% | 1003 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,908 | 556 | 0.02% | 0.01% | 1004 | +297 | 8.22% | Q1 2026 | Apr 21, 2026 |
| Harbor Group, Inc. | History | Added to | 3,909 | 556 | 0.08% | 0.08% | 1005 | +142 | 3.77% | Q1 2026 | Apr 10, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 3,894 | 554 | 0.12% | 0.12% | 1006 | +148 | 3.95% | Q1 2026 | May 05, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 3,878 | 552 | 0.5% | 0.62% | 1007 | +1,040 | 36.65% | Q1 2026 | May 11, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 3,873 | 551 | 0.12% | 0.08% | 1008 | +1,393 | 56.17% | Q1 2026 | May 05, 2026 |
| Stone Summit Wealth LLC | History | No change | 3,870 | 551 | 0.15% | 0.16% | 1009 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 3,866 | 550 | 0.1% | — | 1010 | +3,866 | New | Q1 2026 | Apr 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 3,845 | 547 | 0.01% | 0.01% | 1012 | -116 | -2.93% | Q1 2026 | May 07, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 3,844 | 547 | 0.32% | 0.33% | 1013 | -107 | -2.71% | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 3,847 | 547 | 0.11% | 0.12% | 1011 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 3,840 | 546 | 0.05% | 0.06% | 1015 | -204 | -5.04% | Q1 2026 | Apr 15, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 3,839 | 546 | 0.36% | 0.39% | 1014 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farnam Financial LLC | History | Added to | 3,823 | 544 | 0.45% | 0.33% | 1016 | +833 | 27.86% | Q1 2026 | Apr 27, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 3,819 | 543 | 0.27% | 0.21% | 1017 | +1,052 | 38.02% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | Reduced | 3,806 | 542 | 0.0% | 0.01% | 1018 | -24,359 | -86.49% | Q1 2026 | May 06, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 3,801 | 541 | 0.22% | 0.22% | 1020 | +190 | 5.26% | Q1 2026 | Apr 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,800 | 541 | 0.0% | 0.0% | 1019 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LAWOOD & CO | History | Added to | 3,795 | 540 | 0.5% | 0.38% | 1021 | +1,059 | 38.71% | Q1 2026 | Apr 14, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 3,790 | 539 | 0.03% | 0.03% | 1022 | -596 | -13.59% | Q1 2026 | May 01, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 3,773 | 537 | 0.07% | 0.08% | 1023 | -43 | -1.13% | Q1 2026 | Apr 09, 2026 |
| Cordant, Inc. | History | Reduced | 3,775 | 537 | 0.22% | 0.24% | 1024 | -15 | -0.4% | Q1 2026 | Apr 13, 2026 |
| Arlington Trust Co LLC | History | No change | 3,776 | 537 | 0.05% | 0.06% | 1025 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 3,747 | 533 | 0.02% | 0.02% | 1026 | -542 | -12.64% | Q1 2026 | May 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 3,744 | 533 | 0.05% | 0.06% | 1028 | -125 | -3.23% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 3,744 | 533 | 0.37% | 0.37% | 1029 | +9 | 0.24% | Q1 2026 | Apr 07, 2026 |
| Solidarity Wealth, LLC | History | No change | 3,747 | 533 | 0.1% | 0.11% | 1027 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,738 | 532 | 0.01% | 0.01% | 1030 | -72 | -1.89% | Q1 2026 | May 12, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 3,727 | 530 | 0.2% | 0.24% | 1031 | -632 | -14.5% | Q1 2026 | May 18, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,712 | 528 | 0.0% | 0.0% | 1032 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 3,701 | 527 | 0.07% | 0.03% | 1033 | +1,985 | 115.68% | Q1 2026 | May 12, 2026 |
| CULBERTSON A N & CO INC | History | No change | 3,695 | 526 | 0.07% | 0.08% | 1034 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 3,694 | 526 | 0.06% | 0.06% | 1035 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ayrshire Capital Management LLC | History | Added to | 3,681 | 524 | 0.27% | 0.22% | 1036 | +419 | 12.84% | Q1 2026 | Apr 13, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 3,682 | 524 | 0.15% | 0.15% | 1037 | +8 | 0.22% | Q1 2026 | Apr 07, 2026 |
| KKM Financial LLC | History | No change | 3,510 | 521 | 0.09% | 0.09% | 1038 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,493 | 519 | 0.04% | 0.04% | 1039 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 3,638 | 518 | 0.29% | 0.3% | 1040 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avid Wealth Partners LLC | History | New | 3,630 | 517 | 0.24% | — | 1041 | +3,630 | New | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,625 | 516 | 0.04% | 0.04% | 1042 | -2 | -0.06% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,576 | 513 | 0.0% | 0.02% | 1043 | -135,233 | -97.42% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 3,608 | 513 | 0.01% | 0.01% | 1044 | +1,232 | 51.85% | Q1 2026 | May 07, 2026 |
| LPWM LLC | History | Added to | 3,589 | 511 | 0.13% | 0.13% | 1045 | +4 | 0.11% | Q1 2026 | Apr 08, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 3,591 | 511 | 0.34% | 0.35% | 1046 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 3,586 | 510 | 0.18% | 0.2% | 1047 | -242 | -6.32% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,579 | 509 | 0.02% | 0.02% | 1048 | +9 | 0.25% | Q1 2026 | Apr 07, 2026 |
| Ruggaard & Associates LLC | History | No change | 3,410 | 507 | 0.2% | 0.2% | 1049 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Colonial Trust Co / SC | History | Added to | 3,556 | 506 | 0.07% | 0.07% | 1050 | +130 | 3.79% | Q1 2026 | May 12, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 3,501 | 505 | 0.03% | 0.03% | 1051 | -179 | -4.86% | Q1 2026 | Apr 07, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 3,384 | 503 | 0.09% | 0.09% | 1052 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Freedom, LLC | History | No change | 3,523 | 501 | 0.25% | 0.26% | 1053 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 3,513 | 500 | 0.01% | 0.01% | 1054 | -14 | -0.4% | Q1 2026 | Apr 21, 2026 |
| Latitude Advisors, LLC | History | Added to | 3,497 | 498 | 0.23% | 0.22% | 1055 | +122 | 3.61% | Q1 2026 | Apr 27, 2026 |
| YANKCOM Partnership | History | No change | 3,500 | 498 | 0.2% | 0.22% | 1056 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Crewe Advisors LLC | History | Added to | 3,480 | 495 | 0.04% | 0.05% | 1057 | +8 | 0.23% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 3,471 | 494 | 0.01% | 0.01% | 1058 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Busey Bank | History | No change | 3,469 | 494 | 0.01% | 0.01% | 1059 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 3,468 | 493 | 0.05% | 0.05% | 1060 | +12 | 0.35% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 3,435 | 489 | 0.23% | 0.19% | 1061 | +769 | 28.84% | Q1 2026 | Apr 15, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 3,425 | 487 | 0.08% | 0.09% | 1062 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 3,416 | 486 | 0.1% | 0.1% | 1063 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 3,409 | 485 | 0.3% | 0.31% | 1065 | -64 | -1.84% | Q1 2026 | Apr 28, 2026 |
| Echo45 Advisors LLC | History | Reduced | 3,409 | 485 | 0.27% | 0.29% | 1064 | -20 | -0.58% | Q1 2026 | Apr 20, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 3,404 | 484 | 0.01% | 0.0% | 1066 | +1,202 | 54.59% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 3,395 | 483 | 0.05% | 0.05% | 1068 | -15 | -0.44% | Q1 2026 | Apr 27, 2026 |
| MKD WEALTH COACHES, LLC | History | No change | 3,394 | 483 | 0.48% | 0.5% | 1067 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,351 | 481 | 0.04% | 0.04% | 1069 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AF Advisors, Inc. | History | No change | 3,379 | 481 | 0.27% | 0.19% | 1070 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 3,358 | 478 | 0.06% | 0.1% | 1073 | -1,503 | -30.92% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 3,357 | 478 | 0.02% | 0.02% | 1071 | -730 | -17.86% | Q1 2026 | May 07, 2026 |
| Sunpointe, LLC | History | Added to | 3,359 | 478 | 0.16% | 0.17% | 1072 | +8 | 0.24% | Q1 2026 | Apr 21, 2026 |
| Principle Wealth Partners LLC | History | Added to | 3,336 | 475 | 0.03% | 0.03% | 1074 | +3 | 0.09% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 3,333 | 474 | 0.03% | 0.05% | 1075 | -2,229 | -40.08% | Q1 2026 | May 21, 2026 |
| TRB Wealth Management, LLC | History | New | 3,319 | 472 | 0.07% | — | 1077 | +3,319 | New | Q1 2026 | May 14, 2026 |
| Level Financial Advisors | History | Added to | 3,316 | 472 | 0.12% | 0.13% | 1076 | +1 | 0.03% | Q1 2026 | Apr 10, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 3,312 | 471 | 0.29% | 0.29% | 1078 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 2,956 | 468 | 0.1% | — | 1080 | +2,956 | New | Q1 2026 | May 08, 2026 |
| National Wealth Management Group, LLC | History | Added to | 3,286 | 468 | 0.17% | 0.17% | 1079 | +37 | 1.14% | Q1 2026 | May 11, 2026 |
| Opes Wealth Management LLC | History | Reduced | 3,281 | 467 | 0.08% | 0.09% | 1081 | -639 | -16.3% | Q1 2026 | Apr 28, 2026 |
| VICUS CAPITAL | History | Reduced | 3,277 | 466 | 0.03% | 0.05% | 1082 | -1,207 | -26.92% | Q1 2026 | Apr 22, 2026 |
| Inscription Capital, LLC | History | Added to | 3,249 | 462 | 0.05% | 0.05% | 1083 | +192 | 6.28% | Q1 2026 | Apr 20, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 3,231 | 460 | 0.03% | 0.04% | 1084 | -11 | -0.34% | Q1 2026 | Apr 29, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 3,233 | 460 | 0.35% | 0.35% | 1085 | +4 | 0.12% | Q1 2026 | May 08, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 3,224 | 459 | 0.03% | 0.03% | 1086 | -56 | -1.71% | Q1 2026 | Apr 22, 2026 |
| High Falls Advisors, Inc | History | No change | 3,091 | 459 | 0.09% | 0.09% | 1087 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | Added to | 3,197 | 455 | 0.01% | 0.0% | 1088 | +306 | 10.58% | Q1 2026 | May 05, 2026 |
| Diversified Trust Co | History | No change | 3,193 | 454 | 0.01% | 0.01% | 1089 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 3,176 | 452 | 0.32% | 0.39% | 1091 | -58 | -1.79% | Q1 2026 | May 06, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 3,177 | 452 | 0.44% | 0.47% | 1090 | +5 | 0.16% | Q1 2026 | Apr 28, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 3,153 | 449 | 0.14% | 0.09% | 1092 | +1,115 | 54.71% | Q1 2026 | Apr 13, 2026 |
| Forum Financial Management, LP | History | Added to | 3,156 | 449 | 0.01% | 0.01% | 1093 | +205 | 6.95% | Q1 2026 | Apr 23, 2026 |
| Powerhouse Assets LLC | History | No change | 3,103 | 442 | 0.38% | 0.41% | 1094 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | No change | 3,107 | 442 | 0.09% | 0.1% | 1095 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Headlands Technologies LLC | History | New | 3,102 | 441 | 0.05% | — | 1097 | +3,102 | New | Q1 2026 | May 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 3,100 | 441 | 0.08% | 0.07% | 1096 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,944 | 437 | 0.03% | 0.03% | 1098 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 3,064 | 436 | 0.05% | 0.06% | 1099 | +51 | 1.69% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 3,056 | 435 | 0.02% | 0.01% | 1100 | +1,575 | 106.35% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | Added to | 3,047 | 434 | 0.01% | 0.01% | 1102 | +748 | 32.54% | Q1 2026 | May 15, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 3,051 | 434 | 0.03% | 0.04% | 1101 | +6 | 0.2% | Q1 2026 | May 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 3,045 | 434 | 0.26% | 0.22% | 1103 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 3,043 | 433 | 0.11% | 0.13% | 1104 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 3,026 | 430 | 0.05% | 0.06% | 1105 | -568 | -15.8% | Q1 2026 | Apr 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,018 | 429 | 0.01% | 0.01% | 1106 | +38 | 1.28% | Q1 2026 | May 14, 2026 |
| Radnor Capital Management, LLC | History | No change | 3,011 | 428 | 0.06% | 0.07% | 1107 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 2,975 | 423 | 0.01% | 0.01% | 1108 | -625 | -17.36% | Q1 2026 | May 05, 2026 |
| EWA, LLC | History | Added to | 2,968 | 422 | 0.1% | 0.09% | 1109 | +409 | 15.98% | Q1 2026 | Apr 23, 2026 |
| Haverford Trust Co | History | No change | 2,962 | 421 | 0.0% | 0.0% | 1110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PUREfi Wealth, LLC | History | New | 2,951 | 420 | 0.28% | — | 1115 | +2,951 | New | Q1 2026 | Apr 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,954 | 420 | 0.09% | 0.09% | 1114 | +338 | 12.92% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,949 | 420 | 0.0% | 0.0% | 1111 | +99 | 3.47% | Q1 2026 | May 13, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 2,955 | 420 | 0.06% | 0.06% | 1113 | +6 | 0.2% | Q1 2026 | Apr 20, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 2,954 | 420 | 0.16% | 0.16% | 1112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Symmetry Inc | History | No change | 2,666 | 419 | 0.15% | 0.16% | 1116 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Management | History | Reduced | 2,925 | 416 | 0.48% | 0.61% | 1117 | -753 | -20.47% | Q1 2026 | Apr 22, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 2,904 | 414 | 0.26% | 0.24% | 1120 | +698 | 31.64% | Q1 2026 | Apr 27, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 2,913 | 414 | 0.07% | 0.09% | 1118 | -472 | -13.94% | Q1 2026 | Apr 08, 2026 |
| Dunhill Financial, LLC | History | Reduced | 2,911 | 414 | 0.1% | 0.11% | 1119 | -41 | -1.39% | Q1 2026 | May 06, 2026 |
| Great Waters Wealth Management | History | Added to | 2,900 | 413 | 0.04% | 0.05% | 1121 | +46 | 1.61% | Q1 2026 | Apr 17, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 2,892 | 411 | 0.33% | 0.32% | 1122 | +48 | 1.69% | Q1 2026 | May 11, 2026 |
| McGuire Investment Group, LLC | History | Added to | 2,879 | 410 | 0.05% | 0.04% | 1124 | +316 | 12.33% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 2,881 | 410 | 0.04% | 0.04% | 1123 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| W ADVISORS, LLC | History | Reduced | 2,876 | 409 | 0.21% | 0.46% | 1127 | -3,231 | -52.91% | Q1 2026 | Apr 29, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 2,875 | 409 | 0.04% | 0.06% | 1125 | -1,130 | -28.21% | Q1 2026 | May 05, 2026 |
| SELDON CAPITAL LP | History | No change | 2,876 | 409 | 0.15% | 0.15% | 1126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | No change | 2,851 | 406 | 0.01% | 0.01% | 1128 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OLIO Financial Planning | History | Reduced | 2,847 | 405 | 0.11% | 0.13% | 1130 | -390 | -12.05% | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,824 | 405 | 0.03% | 0.03% | 1129 | +130 | 4.83% | Q1 2026 | May 01, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 2,849 | 405 | 0.19% | 0.21% | 1131 | +4 | 0.14% | Q1 2026 | May 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 2,809 | 400 | 0.03% | 0.04% | 1132 | +48 | 1.74% | Q1 2026 | Apr 07, 2026 |
| Alaethes Wealth, LLC | History | No change | 2,805 | 399 | 0.11% | 0.12% | 1133 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | New | 2,774 | 395 | 0.03% | — | 1134 | +2,774 | New | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | New | 2,773 | 395 | 0.03% | — | 1135 | +2,773 | New | Q1 2026 | Apr 16, 2026 |
| Greenhouse Wealth Management, LLC | History | New | 2,770 | 394 | 0.24% | — | 1138 | +2,770 | New | Q1 2026 | Apr 23, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 2,767 | 394 | 0.27% | 0.3% | 1137 | -29 | -1.04% | Q1 2026 | Apr 16, 2026 |
| CADINHA & CO LLC | History | No change | 2,772 | 394 | 0.07% | 0.06% | 1136 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,761 | 393 | 0.0% | 0.0% | 1139 | -94 | -3.29% | Q1 2026 | May 05, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,758 | 392 | 0.12% | 0.12% | 1140 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 2,742 | 390 | 0.05% | 0.05% | 1141 | +6 | 0.22% | Q1 2026 | Apr 28, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 2,736 | 389 | 0.25% | 0.22% | 1143 | +293 | 11.99% | Q1 2026 | Apr 15, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 2,737 | 389 | 0.09% | 0.09% | 1142 | -97 | -3.42% | Q1 2026 | Apr 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,727 | 388 | 0.01% | 0.02% | 1144 | -36 | -1.3% | Q1 2026 | May 15, 2026 |
| PCM Encore, LLC | History | Added to | 2,724 | 387 | 0.08% | 0.07% | 1146 | +356 | 15.03% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | Reduced | 2,722 | 387 | 0.2% | 0.2% | 1145 | -50 | -1.8% | Q1 2026 | May 08, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 2,700 | 384 | 0.05% | 0.05% | 1147 | -147 | -5.16% | Q1 2026 | May 07, 2026 |
| Sincerus Advisory, LLC | History | Added to | 2,699 | 384 | 0.29% | 0.32% | 1148 | +1 | 0.04% | Q1 2026 | Apr 06, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 2,694 | 383 | 0.02% | 0.03% | 1149 | +1 | 0.04% | Q1 2026 | Apr 27, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 2,683 | 382 | 0.29% | 0.48% | 1150 | -1,772 | -39.78% | Q1 2026 | Apr 17, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 2,360 | 380 | 0.3% | 0.29% | 1151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | New | 2,649 | 377 | 0.02% | — | 1154 | +2,649 | New | Q1 2026 | May 11, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 2,651 | 377 | 0.08% | 0.07% | 1152 | +316 | 13.53% | Q1 2026 | Apr 21, 2026 |
| Efficient Advisors, LLC | History | Reduced | 2,650 | 377 | 0.03% | 0.02% | 1153 | -145 | -5.19% | Q1 2026 | Apr 29, 2026 |
| Schiavi & Co LLC | History | Added to | 2,642 | 376 | 0.11% | 0.08% | 1156 | +976 | 58.58% | Q1 2026 | May 11, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 2,646 | 376 | 0.18% | 0.19% | 1155 | +53 | 2.04% | Q1 2026 | Apr 14, 2026 |
| Oath Planning, LLC | History | Added to | 2,640 | 376 | 0.33% | 0.38% | 1158 | +22 | 0.84% | Q1 2026 | May 08, 2026 |
| Compton Financial Group, LLC | History | No change | 2,645 | 376 | 0.08% | 0.09% | 1157 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 2,639 | 375 | 0.16% | 0.19% | 1159 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | New | 2,623 | 373 | 0.08% | — | 1161 | +2,623 | New | Q1 2026 | Apr 02, 2026 |
| Five Oceans Advisors | History | No change | 2,623 | 373 | 0.13% | 0.14% | 1160 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,605 | 371 | 0.0% | 0.0% | 1163 | -2,081 | -44.41% | Q1 2026 | May 15, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 2,605 | 371 | 0.01% | 0.01% | 1162 | -390 | -13.02% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 2,609 | 371 | 0.06% | 0.06% | 1164 | +59 | 2.31% | Q1 2026 | May 06, 2026 |
| ORG Partners LLC | History | No change | 2,500 | 371 | 0.07% | 0.07% | 1165 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 2,598 | 370 | 0.15% | 0.16% | 1168 | -35 | -1.33% | Q1 2026 | Apr 13, 2026 |
| Integris Wealth Management, LLC | History | No change | 2,604 | 370 | 0.09% | 0.09% | 1166 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| InTrack Investment Management Inc | History | No change | 2,600 | 370 | 0.21% | 0.22% | 1167 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| DAVIDSON TRUST CO | History | New | 2,593 | 369 | 0.16% | — | 1169 | +2,593 | New | Q1 2026 | Apr 20, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 2,590 | 368 | 0.03% | 0.03% | 1171 | +140 | 5.71% | Q1 2026 | May 11, 2026 |
| Northstar Group, Inc. | History | Added to | 2,588 | 368 | 0.05% | 0.05% | 1170 | +68 | 2.7% | Q1 2026 | Apr 28, 2026 |
| Team Hewins, LLC | History | Reduced | 2,583 | 367 | 0.11% | 0.15% | 1172 | -547 | -17.48% | Q1 2026 | Apr 30, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 2,571 | 366 | 0.23% | 0.14% | 1173 | +1,142 | 79.92% | Q1 2026 | Apr 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,557 | 364 | 0.01% | 0.01% | 1174 | -2,037 | -44.34% | Q1 2026 | Apr 21, 2026 |
| Aureus Asset Management, LLC | History | No change | 2,562 | 364 | 0.02% | 0.02% | 1175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2,442 | 363 | 0.23% | 0.23% | 1176 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 2,537 | 361 | 0.04% | 0.04% | 1177 | +294 | 13.11% | Q1 2026 | May 05, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 2,538 | 361 | 0.25% | 0.3% | 1178 | -199 | -7.27% | Q1 2026 | May 12, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 2,540 | 361 | 0.41% | 0.42% | 1179 | +6 | 0.24% | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,529 | 360 | 0.03% | 0.03% | 1180 | +201 | 8.63% | Q1 2026 | Apr 14, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 2,316 | 360 | 0.11% | 0.1% | 1181 | +170 | 7.92% | Q1 2026 | Apr 30, 2026 |
| PENN DAVIS MCFARLAND INC | History | No change | 2,500 | 356 | 0.03% | 0.04% | 1182 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 2,493 | 355 | 0.04% | 0.04% | 1183 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 2,482 | 353 | 0.02% | 0.02% | 1184 | +48 | 1.97% | Q1 2026 | May 06, 2026 |
| Carter Financial Group, INC. | History | Added to | 2,483 | 353 | 0.22% | 0.22% | 1185 | +6 | 0.24% | Q1 2026 | Apr 27, 2026 |
| Cedarwood Wealth LLC | History | Reduced | 2,471 | 352 | 0.36% | 0.42% | 1189 | -30 | -1.2% | Q1 2026 | May 05, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 2,475 | 352 | 0.1% | 0.09% | 1187 | +3 | 0.12% | Q1 2026 | Apr 28, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 2,475 | 352 | 0.07% | 0.07% | 1186 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 2,474 | 352 | 0.05% | 0.05% | 1188 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PFW Advisors LLC | History | No change | 2,465 | 351 | 0.11% | 0.11% | 1190 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,462 | 350 | 0.0% | — | 1194 | +2,462 | New | Q1 2026 | May 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 2,459 | 350 | 0.03% | 0.03% | 1193 | -415 | -14.44% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 2,463 | 350 | 0.01% | 0.01% | 1192 | +12 | 0.49% | Q1 2026 | Apr 20, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 2,357 | 350 | 0.01% | 0.01% | 1191 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Added to | 2,447 | 349 | 0.07% | 0.07% | 1195 | +26 | 1.07% | Q1 2026 | May 01, 2026 |
| HT Partners LLC | History | Reduced | 2,450 | 348 | 0.11% | 0.11% | 1196 | -8 | -0.33% | Q1 2026 | Apr 10, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 2,422 | 348 | 0.08% | 0.08% | 1197 | +5 | 0.21% | Q1 2026 | Apr 08, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 2,431 | 346 | 0.16% | 0.17% | 1198 | -4 | -0.16% | Q1 2026 | Apr 08, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 2,424 | 345 | 0.21% | 0.23% | 1199 | +6 | 0.25% | Q1 2026 | Apr 21, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 2,416 | 344 | 0.12% | 0.13% | 1200 | -137 | -5.37% | Q1 2026 | Apr 21, 2026 |
| A4 Wealth Advisors LLC | History | New | 2,409 | 343 | 0.28% | — | 1203 | +2,409 | New | Q1 2026 | May 11, 2026 |
| ARS Investment Partners, LLC | History | No change | 2,409 | 343 | 0.02% | 0.02% | 1201 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2,412 | 343 | 0.02% | 0.02% | 1202 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 2,407 | 342 | 0.07% | 0.08% | 1204 | -14 | -0.58% | Q1 2026 | May 11, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 2,400 | 341 | 0.05% | 0.06% | 1205 | -2,400 | -50.0% | Q1 2026 | Apr 24, 2026 |
| Nadler Financial Group, Inc. | History | New | 2,372 | 337 | 0.03% | — | 1207 | +2,372 | New | Q1 2026 | May 04, 2026 |
| CRA Financial Services, LLC | History | Reduced | 2,367 | 337 | 0.04% | 0.05% | 1206 | -9 | -0.38% | Q1 2026 | Apr 09, 2026 |
| Sensible Money, LLC | History | Added to | 2,361 | 336 | 0.1% | 0.11% | 1209 | +19 | 0.81% | Q1 2026 | Apr 21, 2026 |
| Garde Capital, Inc. | History | No change | 2,365 | 336 | 0.02% | 0.02% | 1208 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KINTRA WEALTH, LLC | History | New | 2,358 | 335 | 0.02% | — | 1212 | +2,358 | New | Q1 2026 | May 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 2,354 | 335 | 0.23% | 0.18% | 1211 | +505 | 27.31% | Q1 2026 | May 04, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 2,354 | 335 | 0.02% | 0.03% | 1210 | -257 | -9.84% | Q1 2026 | Apr 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 2,345 | 334 | 0.04% | 0.04% | 1214 | -2 | -0.09% | Q1 2026 | May 01, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 2,350 | 334 | 0.12% | 0.13% | 1213 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 2,341 | 333 | 0.11% | 0.12% | 1215 | -154 | -6.17% | Q1 2026 | May 04, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 2,345 | 333 | 0.15% | 0.16% | 1216 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Occidental Asset Management, LLC | History | Added to | 2,321 | 330 | 0.04% | 0.04% | 1217 | +185 | 8.66% | Q1 2026 | Apr 15, 2026 |
| Continuum Advisory, LLC | History | Reduced | 2,318 | 330 | 0.03% | 0.04% | 1218 | -89 | -3.7% | Q1 2026 | Apr 22, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 2,298 | 327 | 0.07% | 0.07% | 1219 | +70 | 3.14% | Q1 2026 | Apr 15, 2026 |
| Tidemark, LLC | History | No change | 2,300 | 327 | 0.08% | 0.1% | 1220 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CV Advisors LLC | History | Added to | 2,290 | 326 | 0.09% | 0.09% | 1221 | +5 | 0.22% | Q1 2026 | May 01, 2026 |
| Everstar Asset Management, LLC | History | Added to | 2,288 | 325 | 0.17% | 0.18% | 1222 | +66 | 2.97% | Q1 2026 | Apr 16, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 2,278 | 324 | 0.06% | 0.08% | 1223 | -648 | -22.15% | Q1 2026 | May 12, 2026 |
| Crew Capital Management, Ltd | History | No change | 2,278 | 324 | 0.21% | 0.21% | 1224 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Donalies Financial Planning, LLC | History | New | 2,262 | 322 | 0.27% | — | 1225 | +2,262 | New | Q1 2026 | May 05, 2026 |
| WealthSpring Partners, LLC | History | Added to | 2,256 | 321 | 0.29% | 0.34% | 1227 | +2 | 0.09% | Q1 2026 | Apr 20, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 2,258 | 321 | 0.02% | 0.02% | 1226 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Heartland Bank & Trust Co | History | New | 2,247 | 320 | 0.07% | — | 1230 | +2,247 | New | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,250 | 320 | 0.06% | 0.05% | 1228 | +505 | 28.94% | Q1 2026 | May 11, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 2,250 | 320 | 0.22% | 0.23% | 1229 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 2,236 | 318 | 0.04% | — | 1235 | +2,236 | New | Q1 2026 | Apr 30, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 2,233 | 318 | 0.3% | 0.28% | 1234 | +90 | 4.2% | Q1 2026 | May 08, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 2,234 | 318 | 0.17% | 0.18% | 1233 | +1 | 0.04% | Q1 2026 | Apr 24, 2026 |
| PROFFITT & GOODSON INC | History | No change | 2,238 | 318 | 0.05% | 0.05% | 1231 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 2,234 | 318 | 0.03% | 0.03% | 1232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 2,229 | 317 | 0.01% | 0.01% | 1236 | +787 | 54.58% | Q1 2026 | May 14, 2026 |
| ALTFEST L J & CO INC | History | Added to | 2,219 | 316 | 0.03% | 0.04% | 1237 | +5 | 0.23% | Q1 2026 | Apr 28, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,220 | 316 | 0.09% | 0.09% | 1238 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HEADINVEST, LLC | History | Added to | 2,210 | 314 | 0.06% | 0.06% | 1239 | +13 | 0.59% | Q1 2026 | May 15, 2026 |
| G&S Capital LLC | History | No change | 2,207 | 314 | 0.11% | 0.12% | 1240 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 2,206 | 314 | 0.14% | 0.14% | 1241 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Francis Financial, Inc. | History | No change | 2,199 | 313 | 0.06% | 0.06% | 1242 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TrustBank | History | No change | 2,202 | 313 | 0.12% | 0.14% | 1243 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 2,197 | 312 | 0.09% | 0.09% | 1244 | -117 | -5.06% | Q1 2026 | May 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 2,081 | 309 | 0.05% | 0.05% | 1246 | +7 | 0.34% | Q1 2026 | Apr 16, 2026 |
| RKL Wealth Management LLC | History | Added to | 2,171 | 309 | 0.03% | 0.03% | 1245 | +1 | 0.05% | Q1 2026 | Apr 24, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 2,166 | 308 | 0.3% | 0.31% | 1247 | -180 | -7.67% | Q1 2026 | May 12, 2026 |
| Riverview Trust Co | History | No change | 2,154 | 306 | 0.38% | 0.39% | 1248 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,134 | 304 | 0.08% | — | 1252 | +2,134 | New | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2,140 | 304 | 0.07% | 0.07% | 1251 | +83 | 4.04% | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 2,141 | 304 | 0.01% | 0.01% | 1249 | -15 | -0.7% | Q1 2026 | May 04, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 2,138 | 304 | 0.01% | 0.02% | 1250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 2,120 | 301 | 0.04% | 0.06% | 1253 | -388 | -15.47% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 2,015 | 300 | 0.02% | — | 1255 | +2,015 | New | Q1 2026 | Apr 17, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 2,107 | 300 | 0.14% | 0.14% | 1254 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,098 | 298 | 0.02% | 0.01% | 1256 | +1,100 | 110.22% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 2,086 | 297 | 0.01% | 0.01% | 1257 | +149 | 7.69% | Q1 2026 | Apr 23, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 2,085 | 296 | 0.25% | 0.27% | 1261 | -118 | -5.36% | Q1 2026 | May 14, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 2,081 | 296 | 0.02% | 0.02% | 1258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SkyOak Wealth, LLC | History | No change | 2,079 | 296 | 0.05% | 0.06% | 1259 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Jacksonville Wealth Management, LLC | History | No change | 2,083 | 296 | 0.2% | 0.22% | 1260 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 2,064 | 294 | 0.15% | 0.17% | 1262 | -660 | -24.23% | Q1 2026 | Apr 21, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 2,050 | 291 | 0.01% | 0.01% | 1263 | +84 | 4.27% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 2,049 | 291 | 0.03% | 0.03% | 1264 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Passive Capital Management, LLC. | History | No change | 2,048 | 291 | 0.09% | 0.1% | 1265 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 2,040 | 290 | 0.01% | 0.01% | 1266 | +16 | 0.79% | Q1 2026 | May 07, 2026 |
| MYECFO, LLC | History | New | 2,030 | 289 | 0.12% | — | 1267 | +2,030 | New | Q1 2026 | Apr 07, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 2,029 | 288 | 0.03% | 0.03% | 1268 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Excelsior Advisor Network LLC | History | No change | 2,028 | 288 | 0.11% | 0.15% | 1269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,020 | 287 | 0.02% | 0.02% | 1270 | +16 | 0.8% | Q1 2026 | Apr 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 2,012 | 286 | 0.05% | 0.06% | 1271 | -560 | -21.77% | Q1 2026 | May 14, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 2,012 | 286 | 0.14% | 0.14% | 1272 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 2,010 | 286 | 0.03% | 0.04% | 1273 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gradient Investments LLC | History | Reduced | 2,003 | 285 | 0.0% | 0.0% | 1274 | -108 | -5.12% | Q1 2026 | Apr 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 2,005 | 285 | 0.02% | 0.02% | 1275 | -49 | -2.39% | Q1 2026 | May 14, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 2,008 | 285 | 0.15% | 0.17% | 1276 | -32 | -1.57% | Q1 2026 | May 14, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 2,000 | 284 | 0.03% | 0.04% | 1277 | -500 | -20.0% | Q1 2026 | Apr 30, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 1,989 | 283 | 0.04% | 0.05% | 1278 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthTrust Axiom LLC | History | Added to | 1,985 | 282 | 0.07% | 0.07% | 1279 | +48 | 2.48% | Q1 2026 | May 11, 2026 |
| Strategic Financial Planning, Inc. | History | New | 975 | 280 | 0.16% | — | 1282 | +975 | New | Q1 2026 | May 14, 2026 |
| Smith Salley Wealth Management | History | No change | 1,966 | 280 | 0.01% | 0.01% | 1280 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FineMark National Bank & Trust | History | No change | 1,886 | 280 | 0.01% | 0.01% | 1281 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 1,961 | 279 | 0.13% | 0.13% | 1284 | +16 | 0.82% | Q1 2026 | Apr 16, 2026 |
| Crumly & Associates Inc. | History | No change | 1,965 | 279 | 0.06% | 0.06% | 1283 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 1,954 | 278 | 0.14% | 0.11% | 1286 | +593 | 43.57% | Q1 2026 | Apr 21, 2026 |
| Allen Capital Group, LLC | History | No change | 1,871 | 278 | 0.03% | 0.03% | 1285 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 1,950 | 277 | 0.2% | 0.22% | 1288 | -62 | -3.08% | Q1 2026 | May 07, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,946 | 277 | 0.01% | 0.01% | 1287 | -7 | -0.36% | Q1 2026 | Apr 16, 2026 |
| FC Advisory LLC | History | Reduced | 1,918 | 273 | 0.08% | 0.09% | 1289 | -117 | -5.75% | Q1 2026 | Apr 14, 2026 |
| Westchester Capital Management, Inc. | History | No change | 1,912 | 272 | 0.05% | 0.06% | 1290 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | No change | 1,913 | 272 | 0.05% | 0.05% | 1291 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Carmel Capital Partners, LLC | History | New | 1,908 | 271 | 0.1% | — | 1296 | +1,908 | New | Q1 2026 | Apr 30, 2026 |
| Lantz Financial LLC | History | Added to | 1,908 | 271 | 0.06% | 0.06% | 1293 | +59 | 3.19% | Q1 2026 | Apr 09, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 1,905 | 271 | 0.08% | 0.08% | 1294 | -7 | -0.37% | Q1 2026 | Apr 30, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 1,910 | 271 | 0.01% | 0.01% | 1292 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 1,783 | 271 | 0.15% | 0.16% | 1295 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Miller Financial Services LLC | History | Added to | 1,903 | 270 | 0.3% | 0.31% | 1299 | +116 | 6.49% | Q1 2026 | May 01, 2026 |
| Eagle Strategies LLC | History | Added to | 1,897 | 270 | 0.03% | 0.04% | 1298 | +15 | 0.8% | Q1 2026 | Apr 20, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 1,898 | 270 | 0.01% | 0.01% | 1297 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 1,901 | 270 | 0.08% | 0.06% | 1300 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 1,882 | 268 | 0.02% | 0.02% | 1301 | -99 | -5.0% | Q1 2026 | Apr 16, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 1,871 | 266 | 0.03% | 0.04% | 1302 | -10 | -0.53% | Q1 2026 | Apr 17, 2026 |
| Beacon Capital Management, LLC | History | Added to | 1,874 | 266 | 0.05% | 0.04% | 1303 | +4 | 0.21% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | Added to | 1,863 | 265 | 0.02% | 0.01% | 1305 | +1,140 | 157.68% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 1,866 | 265 | 0.06% | 0.06% | 1304 | -112 | -5.66% | Q1 2026 | May 21, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 1,861 | 265 | 0.19% | 0.21% | 1306 | +3 | 0.16% | Q1 2026 | May 08, 2026 |
| SEEDS INVESTOR LLC | History | New | 1,740 | 264 | 0.04% | — | 1308 | +1,740 | New | Q1 2026 | May 11, 2026 |
| SCRATCH CAPITAL LLC | History | Reduced | 1,856 | 264 | 0.15% | 0.18% | 1307 | -22 | -1.17% | Q1 2026 | May 11, 2026 |
| WJ Financial Advisors LLC | History | New | 1,847 | 263 | 0.21% | — | 1309 | +1,847 | New | Q1 2026 | May 04, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 1,841 | 262 | 0.01% | 0.07% | 1311 | -8,266 | -81.78% | Q1 2026 | Apr 28, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,840 | 262 | 0.21% | 0.2% | 1312 | -25 | -1.34% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 1,842 | 262 | 0.01% | 0.01% | 1310 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tradewinds, LLC. | History | No change | 1,665 | 262 | 0.08% | 0.06% | 1313 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vigil Wealth Management, LLC | History | Reduced | 1,838 | 261 | 0.21% | 0.24% | 1315 | -99 | -5.11% | Q1 2026 | Apr 21, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 1,761 | 261 | 0.04% | 0.04% | 1314 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Colonial Trust Advisors | History | No change | 1,825 | 259 | 0.02% | 0.02% | 1316 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ignite Planners, LLC | History | Reduced | 1,813 | 258 | 0.04% | 0.04% | 1317 | -47 | -2.53% | Q1 2026 | Apr 17, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 1,817 | 258 | 0.15% | 0.16% | 1318 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 1,729 | 257 | 0.0% | 0.0% | 1319 | +1,373 | 385.67% | Q1 2026 | Apr 13, 2026 |
| Rathbones Group PLC | History | No change | 1,800 | 256 | 0.0% | 0.0% | 1320 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 1,800 | 256 | 0.09% | 0.1% | 1321 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 1,796 | 255 | 0.13% | 0.14% | 1322 | -103 | -5.42% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 1,647 | 254 | 0.02% | 0.19% | 1323 | -16,835 | -91.09% | Q1 2026 | Apr 22, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,778 | 253 | 0.08% | 0.09% | 1324 | +2 | 0.11% | Q1 2026 | May 08, 2026 |
| McDonough Capital Management, Inc | History | No change | 1,775 | 252 | 0.14% | 0.13% | 1325 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Centennial Bank/AR/ | History | No change | 1,773 | 252 | 0.09% | 0.1% | 1326 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 1,697 | 252 | 0.27% | 0.27% | 1327 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| EFG International AG | History | New | 1,765 | 251 | 0.01% | — | 1328 | +1,765 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 1,757 | 250 | 0.01% | 0.01% | 1329 | -301 | -14.63% | Q1 2026 | Apr 20, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,754 | 249 | 0.06% | — | 1335 | +1,754 | New | Q1 2026 | Apr 14, 2026 |
| Wealth Quarterback LLC | History | New | 1,752 | 249 | 0.1% | — | 1334 | +1,752 | New | Q1 2026 | Apr 09, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 1,755 | 249 | 0.07% | 0.08% | 1333 | +2 | 0.11% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | No change | 1,750 | 249 | 0.01% | 0.01% | 1330 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allred Capital Management, LLC | History | No change | 1,753 | 249 | 0.09% | 0.09% | 1331 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Management Partners, LLC | History | No change | 1,752 | 249 | 0.07% | 0.07% | 1332 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 1,741 | 247 | 0.05% | — | 1341 | +1,741 | New | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | New | 1,735 | 247 | 0.01% | — | 1340 | +1,735 | New | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,726 | 247 | 0.01% | 0.01% | 1338 | +48 | 2.86% | Q1 2026 | Apr 27, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 1,738 | 247 | 0.1% | 0.11% | 1339 | -47 | -2.63% | Q1 2026 | May 14, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 1,741 | 247 | 0.08% | 0.09% | 1337 | -8 | -0.46% | Q1 2026 | Apr 17, 2026 |
| NVWM, LLC | History | No change | 1,735 | 247 | 0.05% | 0.06% | 1336 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 1,732 | 246 | 0.05% | 0.05% | 1342 | -13 | -0.74% | Q1 2026 | May 11, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 1,709 | 245 | 0.07% | 0.06% | 1345 | +301 | 21.38% | Q1 2026 | Apr 08, 2026 |
| Glassman Wealth Services | History | No change | 1,725 | 245 | 0.03% | 0.03% | 1343 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Accel Wealth Management | History | No change | 1,725 | 245 | 0.06% | 0.07% | 1344 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 1,714 | 244 | 0.02% | 0.03% | 1347 | -583 | -25.38% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Reduced | 1,717 | 244 | 0.02% | 0.03% | 1348 | -388 | -18.43% | Q1 2026 | Apr 30, 2026 |
| tru Independence LLC | History | Added to | 1,717 | 244 | 0.12% | 0.06% | 1346 | +1 | 0.06% | Q1 2026 | Apr 22, 2026 |
| OneAscent Financial Services LLC | History | New | 1,712 | 243 | 0.01% | — | 1350 | +1,712 | New | Q1 2026 | Apr 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 1,711 | 243 | 0.01% | 0.01% | 1349 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Heritage Investment Group, Inc. | History | No change | 1,700 | 242 | 0.04% | 0.04% | 1351 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Holos Integrated Wealth LLC | History | New | 1,671 | 241 | 0.12% | — | 1354 | +1,671 | New | Q1 2026 | Apr 08, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 1,696 | 241 | 0.09% | 0.09% | 1353 | +98 | 6.13% | Q1 2026 | Apr 09, 2026 |
| Northern Capital Management, Inc. | History | No change | 1,696 | 241 | 0.12% | 0.13% | 1352 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BostonPremier Wealth LLC | History | Added to | 1,692 | 240 | 0.12% | 0.13% | 1356 | +4 | 0.24% | Q1 2026 | Apr 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,690 | 240 | 0.03% | 0.03% | 1355 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trust Point Inc. | History | Reduced | 1,680 | 239 | 0.02% | 0.02% | 1357 | -367 | -17.93% | Q1 2026 | Apr 15, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 1,675 | 238 | 0.06% | 0.07% | 1358 | +10 | 0.6% | Q1 2026 | May 14, 2026 |
| ETF Store, Inc. | History | Added to | 1,673 | 238 | 0.23% | 0.25% | 1359 | +4 | 0.24% | Q1 2026 | Apr 30, 2026 |
| Retirement Solution LLC | History | Added to | 1,672 | 238 | 0.06% | 0.05% | 1360 | +3 | 0.18% | Q1 2026 | May 11, 2026 |
| 4J Wealth Management LLC | History | Reduced | 1,664 | 237 | 0.13% | 0.16% | 1361 | -245 | -12.83% | Q1 2026 | May 05, 2026 |
| Invst, LLC | History | Reduced | 1,650 | 235 | 0.03% | 0.17% | 1362 | -8,997 | -84.5% | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,645 | 234 | 0.09% | 0.09% | 1363 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Eaton Financial Holdings Company, LLC | History | New | 1,630 | 232 | 0.08% | — | 1365 | +1,630 | New | Q1 2026 | Apr 15, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 1,630 | 232 | 0.11% | 0.12% | 1364 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,624 | 231 | 0.07% | 0.06% | 1368 | +254 | 18.54% | Q1 2026 | Apr 22, 2026 |
| Destination Wealth Management | History | Added to | 1,628 | 231 | 0.01% | 0.01% | 1366 | +77 | 4.96% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,625 | 231 | 0.0% | 0.0% | 1367 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Added to | 1,617 | 230 | 0.05% | 0.06% | 1370 | +3 | 0.19% | Q1 2026 | May 12, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 1,619 | 230 | 0.09% | 0.1% | 1369 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 1,616 | 230 | 0.02% | 0.03% | 1371 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bell Bank | History | New | 1,612 | 229 | 0.01% | — | 1375 | +1,612 | New | Q1 2026 | Apr 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 1,613 | 229 | 0.01% | 0.01% | 1372 | +132 | 8.91% | Q1 2026 | Apr 14, 2026 |
| TSG Advice Partners, LLC | History | Added to | 1,612 | 229 | 0.03% | 0.04% | 1374 | +3 | 0.19% | Q1 2026 | Apr 24, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 1,600 | 229 | 0.04% | 0.04% | 1373 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 1,595 | 227 | 0.11% | 0.16% | 1379 | -356 | -18.25% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 1,600 | 227 | 0.04% | 0.06% | 1376 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Johnson Financial Group, LLC | History | No change | 1,600 | 227 | 0.02% | 0.01% | 1377 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 1,600 | 227 | 0.04% | 0.04% | 1378 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,587 | 226 | 0.02% | 0.01% | 1380 | +475 | 42.72% | Q1 2026 | May 01, 2026 |
| Fortune Financial Group, Inc. | History | No change | 1,587 | 226 | 0.2% | 0.26% | 1381 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 1,575 | 224 | 0.01% | 0.02% | 1382 | -2,037 | -56.4% | Q1 2026 | May 12, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 1,577 | 224 | 0.07% | 0.07% | 1383 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Equita Financial Network, Inc. | History | New | 1,563 | 222 | 0.07% | — | 1388 | +1,563 | New | Q1 2026 | Apr 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 1,561 | 222 | 0.03% | — | 1387 | +1,561 | New | Q1 2026 | Apr 24, 2026 |
| Range Financial Group LLC | History | Reduced | 1,564 | 222 | 0.07% | 0.09% | 1384 | -261 | -14.3% | Q1 2026 | Apr 30, 2026 |
| GatePass Capital, LLC | History | Added to | 1,561 | 222 | 0.1% | 0.12% | 1385 | +4 | 0.26% | Q1 2026 | May 06, 2026 |
| COFG Advisors, LLC | History | Added to | 1,561 | 222 | 0.05% | 0.06% | 1386 | +4 | 0.26% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | New | 1,559 | 221 | 0.02% | — | 1390 | +1,559 | New | Q1 2026 | Apr 17, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 1,489 | 221 | 0.07% | 0.07% | 1389 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Financial Private Client, LLC | History | No change | 1,549 | 220 | 0.07% | 0.08% | 1391 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 1,539 | 219 | 0.0% | — | 1393 | +1,539 | New | Q1 2026 | May 13, 2026 |
| Braeburn Wealth Management LLC | History | Reduced | 1,538 | 219 | 0.13% | 0.12% | 1392 | -21 | -1.35% | Q1 2026 | Apr 17, 2026 |
| Old North State Trust, LLC | History | New | 1,534 | 218 | 0.13% | — | 1395 | +1,534 | New | Q1 2026 | May 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 1,534 | 218 | 0.04% | 0.05% | 1394 | -83 | -5.13% | Q1 2026 | Apr 24, 2026 |
| Napier Financial, LLC | History | New | 1,525 | 217 | 0.05% | — | 1398 | +1,525 | New | Q1 2026 | May 05, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 1,530 | 217 | 0.06% | 0.08% | 1397 | -233 | -13.22% | Q1 2026 | Apr 16, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,529 | 217 | 0.06% | 0.06% | 1396 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Waterfront Wealth Inc. | History | No change | 1,517 | 216 | 0.04% | 0.04% | 1399 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trilogy Capital Inc. | History | Reduced | 1,513 | 215 | 0.01% | 0.01% | 1401 | -123 | -7.52% | Q1 2026 | Apr 21, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 1,512 | 215 | 0.07% | 0.07% | 1400 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Horizon Investment Services, LLC | History | No change | 1,503 | 214 | 0.07% | 0.08% | 1402 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Laraway Financial Advisors Inc | History | New | 1,496 | 213 | 0.15% | — | 1406 | +1,496 | New | Q1 2026 | May 14, 2026 |
| WMS Group LLC | History | Reduced | 1,500 | 213 | 0.31% | 0.29% | 1405 | -70 | -4.46% | Q1 2026 | Apr 21, 2026 |
| Disciplined Investments, LLC | History | Reduced | 1,501 | 213 | 0.08% | 0.09% | 1404 | -50 | -3.22% | Q1 2026 | May 12, 2026 |
| LCNB CORP | History | No change | 1,500 | 213 | 0.07% | 0.07% | 1403 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 1,494 | 212 | 0.0% | 0.0% | 1408 | -233 | -13.49% | Q1 2026 | May 14, 2026 |
| Lincoln Capital LLC | History | Reduced | 1,490 | 212 | 0.04% | 0.04% | 1407 | -24 | -1.59% | Q1 2026 | May 01, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 1,493 | 212 | 0.0% | 0.0% | 1409 | +3 | 0.2% | Q1 2026 | May 13, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 1,482 | 211 | 0.08% | 0.09% | 1410 | +37 | 2.56% | Q1 2026 | Apr 30, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 1,488 | 211 | 0.14% | 0.14% | 1411 | -16 | -1.06% | Q1 2026 | Apr 21, 2026 |
| Wealth Care LLC | History | New | 1,476 | 210 | 0.19% | — | 1415 | +1,476 | New | Q1 2026 | Apr 24, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 1,477 | 210 | 0.09% | 0.1% | 1414 | -24 | -1.6% | Q1 2026 | May 05, 2026 |
| Griffith & Werner, Inc. | History | Reduced | 1,480 | 210 | 0.1% | 0.11% | 1413 | -6 | -0.4% | Q1 2026 | Apr 29, 2026 |
| Keebeck Wealth Management | History | No change | 1,477 | 210 | 0.02% | 0.03% | 1412 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 1,462 | 208 | 0.03% | 0.03% | 1416 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tudor Financial Inc. | History | Added to | 1,459 | 207 | 0.11% | 0.11% | 1419 | +20 | 1.39% | Q1 2026 | May 15, 2026 |
| WELCH & FORBES LLC | History | No change | 1,456 | 207 | 0.0% | 0.0% | 1417 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KWB Wealth | History | No change | 1,395 | 207 | 0.02% | 0.02% | 1418 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,449 | 206 | 0.0% | 0.0% | 1420 | -18 | -1.23% | Q1 2026 | May 01, 2026 |
| Clear Trail Advisors, LLC | History | No change | 1,453 | 206 | 0.03% | 0.05% | 1421 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 1,438 | 204 | 0.21% | — | 1423 | +1,438 | New | Q1 2026 | May 13, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 1,438 | 204 | 0.1% | 0.13% | 1422 | -108 | -6.99% | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | No change | 1,432 | 203 | 0.09% | 0.09% | 1424 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Torrey-Payne Wealth Management, LLC | History | No change | 1,431 | 203 | 0.19% | 0.19% | 1425 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| West Branch Capital LLC | History | Reduced | 1,422 | 202 | 0.05% | 0.07% | 1426 | -370 | -20.65% | Q1 2026 | Apr 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 1,423 | 202 | 0.02% | 0.02% | 1427 | -18 | -1.25% | Q1 2026 | Apr 22, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 1,424 | 202 | 0.06% | 0.06% | 1428 | -4 | -0.28% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 1,417 | 201 | 0.02% | 0.02% | 1429 | -681 | -32.46% | Q1 2026 | Apr 10, 2026 |
| Stark Wealth Management LLC | History | No change | 1,353 | 201 | 0.75% | 0.75% | 1430 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | No change | 1,408 | 200 | 0.05% | 0.06% | 1431 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Community Financial Services Group, LLC | History | New | 1,376 | 197 | 0.03% | — | 1432 | +1,376 | New | Q1 2026 | Apr 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,356 | 193 | 0.17% | 0.18% | 1433 | -21 | -1.53% | Q1 2026 | May 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,346 | 191 | 0.02% | 0.02% | 1434 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Independence Bank of Kentucky | History | No change | 1,331 | 189 | 0.02% | 0.02% | 1435 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,312 | 186 | 0.06% | 0.06% | 1436 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Burk Holdings LLC | History | New | 1,282 | 182 | 0.08% | — | 1437 | +1,282 | New | Q1 2026 | May 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,252 | 178 | 0.14% | — | 1439 | +1,252 | New | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,256 | 178 | 0.02% | 0.02% | 1438 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| United Community Bank | History | Reduced | 1,214 | 172 | 0.06% | 0.08% | 1440 | -148 | -10.87% | Q1 2026 | Apr 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,194 | 170 | 0.1% | 0.1% | 1441 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| West Financial Advisors, LLC | History | No change | 1,175 | 167 | 0.03% | 0.03% | 1442 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,144 | 162 | 0.02% | 0.02% | 1443 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Core Alternative Capital | History | No change | 1,120 | 159 | 0.05% | 0.05% | 1444 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Corsicana & Co. | History | Added to | 1,262 | 153 | 0.1% | 0.1% | 1445 | +103 | 8.89% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,060 | 150 | 0.04% | 0.04% | 1447 | +1 | 0.09% | Q1 2026 | May 11, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 1,054 | 150 | 0.12% | 0.13% | 1446 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mill Capital Management, LLC | History | No change | 1,034 | 147 | 0.01% | 0.01% | 1448 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Perkins Coie Trust Co | History | No change | 1,020 | 145 | 0.03% | 0.03% | 1449 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,004 | 143 | 0.01% | 0.01% | 1450 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Reduced | 1,000 | 142 | 0.03% | 0.05% | 1451 | -565 | -36.1% | Q1 2026 | May 13, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 1,000 | 142 | 0.03% | 0.03% | 1452 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 142 | 0.0% | 0.0% | 1453 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacific Center for Financial Services | History | No change | 985 | 140 | 0.04% | 0.04% | 1454 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Register Financial Advisors LLC | History | Added to | 976 | 139 | 0.05% | 0.06% | 1455 | +2 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 982 | 139 | 0.03% | 0.04% | 1456 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TopTier Wealth Management, LLC | History | New | 938 | 133 | 0.08% | — | 1458 | +938 | New | Q1 2026 | May 05, 2026 |
| SouthState Bank Corp | History | No change | 938 | 133 | 0.01% | 0.01% | 1457 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 928 | 132 | 0.3% | 0.29% | 1459 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westend Capital Management, LLC | History | No change | 913 | 130 | 0.04% | 0.04% | 1460 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 900 | 128 | 0.02% | — | 1462 | +900 | New | Q1 2026 | May 08, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 900 | 128 | 0.01% | 0.01% | 1461 | +183 | 25.52% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 858 | 122 | 0.0% | 0.0% | 1463 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 842 | 120 | 0.03% | 0.07% | 1464 | -851 | -50.27% | Q1 2026 | Apr 29, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 834 | 118 | 0.07% | 0.07% | 1465 | +1 | 0.12% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 819 | 116 | 0.03% | 0.03% | 1466 | -4 | -0.49% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 761 | 113 | 0.0% | 0.0% | 1467 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 777 | 110 | 0.08% | 0.09% | 1468 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 763 | 108 | 0.07% | 0.07% | 1469 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 724 | 103 | 0.03% | — | 1472 | +724 | New | Q1 2026 | May 14, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 727 | 103 | 0.03% | 0.04% | 1470 | -146 | -16.72% | Q1 2026 | Apr 29, 2026 |
| Rossby Financial, LCC | History | Reduced | 723 | 103 | 0.02% | 0.03% | 1471 | -2 | -0.28% | Q1 2026 | May 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 717 | 102 | 0.02% | 0.02% | 1473 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 720 | 102 | 0.01% | 0.01% | 1474 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 707 | 100 | 0.01% | 0.01% | 1475 | +1 | 0.14% | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | Reduced | 697 | 99 | 0.0% | 0.0% | 1476 | -397 | -36.29% | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | No change | 638 | 99 | 0.04% | 0.04% | 1477 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| First PREMIER Bank | History | Reduced | 686 | 98 | 0.02% | 0.02% | 1478 | -50 | -6.79% | Q1 2026 | Apr 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 687 | 97 | 0.01% | 0.02% | 1479 | -1,512 | -68.76% | Q1 2026 | May 07, 2026 |
| Planning Project LLC | History | No change | 658 | 97 | 0.02% | 0.02% | 1480 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 683 | 97 | 0.07% | 0.07% | 1481 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 673 | 95 | 0.08% | 0.04% | 1482 | +178 | 35.96% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 637 | 90 | 0.05% | 0.06% | 1483 | -36 | -5.35% | Q1 2026 | May 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 627 | 89 | 0.03% | 0.03% | 1484 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | No change | 612 | 87 | 0.0% | 0.0% | 1485 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CNB Bank | History | No change | 600 | 85 | 0.04% | 0.04% | 1486 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rice Partnership, LLC | History | No change | 587 | 83 | 0.01% | 0.01% | 1487 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Orion Capital Management LLC | History | Added to | 578 | 82 | 0.03% | 0.02% | 1489 | +106 | 22.46% | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | No change | 578 | 82 | 0.04% | 0.05% | 1488 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 571 | 81 | 0.08% | 0.09% | 1490 | +6 | 1.06% | Q1 2026 | May 14, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 565 | 80 | 0.06% | 0.08% | 1491 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pacifica Partners Inc. | History | No change | 551 | 78 | 0.03% | 0.04% | 1492 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NFSG Corp | History | Added to | 537 | 76 | 0.01% | 0.01% | 1493 | +10 | 1.9% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | No change | 530 | 75 | 0.01% | 0.01% | 1494 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 532 | 75 | 0.06% | 0.06% | 1495 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 488 | 72 | 0.0% | 0.0% | 1496 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 510 | 72 | 0.04% | 0.04% | 1497 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 500 | 71 | 0.0% | 0.0% | 1498 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 497 | 70 | 0.04% | 0.04% | 1499 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 488 | 69 | 0.02% | 0.02% | 1500 | -100 | -17.01% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 195,916 | 68 | 0.0% | 0.23% | 1501 | -26,752 | -12.01% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 482 | 68 | 0.03% | 0.03% | 1504 | +75 | 18.43% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 479 | 68 | 0.0% | 0.01% | 1502 | -61 | -11.3% | Q1 2026 | Apr 28, 2026 |
| Redwood Park Advisors LLC | History | Added to | 481 | 68 | 0.05% | 0.04% | 1503 | +31 | 6.89% | Q1 2026 | May 04, 2026 |
| Longview Financial Advisors LLC | History | No change | 480 | 68 | 0.04% | 0.04% | 1505 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIMA Wealth Partners, LLC | History | New | 473 | 67 | 0.05% | — | 1506 | +473 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 468 | 66 | 0.01% | — | 1508 | +468 | New | Q1 2026 | Apr 23, 2026 |
| United Financial Planning Group LLC | History | New | 464 | 66 | 0.04% | — | 1509 | +464 | New | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 466 | 66 | 0.0% | 0.01% | 1507 | -136 | -22.59% | Q1 2026 | May 12, 2026 |
| Addison Advisors LLC | History | No change | 463 | 65 | 0.01% | 0.02% | 1510 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Copia Wealth Management | History | No change | 450 | 64 | 0.04% | 0.05% | 1511 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Basepoint Wealth LLC | History | Reduced | 448 | 63 | 0.04% | 0.05% | 1514 | -65 | -12.67% | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 444 | 63 | 0.0% | 0.01% | 1512 | -12 | -2.63% | Q1 2026 | May 19, 2026 |
| Fairman Group, LLC | History | Added to | 449 | 63 | 0.05% | 0.05% | 1513 | +1 | 0.22% | Q1 2026 | Apr 23, 2026 |
| Breakwater Investment Management | History | No change | 442 | 62 | 0.02% | 0.02% | 1515 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GoalVest Advisory LLC | History | No change | 430 | 61 | 0.01% | 0.01% | 1516 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| 1922 Investment Co LLC | History | Reduced | 423 | 60 | 2.05% | 2.99% | 1517 | -256 | -37.7% | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 417 | 59 | 0.02% | — | 1519 | +417 | New | Q1 2026 | May 06, 2026 |
| Winch Advisory Services, LLC | History | Added to | 415 | 59 | 0.01% | 0.01% | 1518 | +1 | 0.24% | Q1 2026 | Apr 30, 2026 |
| Key Capital Management, INC | History | Reduced | 412 | 58 | 0.04% | 0.06% | 1520 | -15 | -3.51% | Q1 2026 | May 07, 2026 |
| Daytona Street Capital LLC | History | New | 400 | 57 | 0.04% | — | 1522 | +400 | New | Q1 2026 | Apr 10, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 403 | 57 | 0.09% | 0.09% | 1521 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 404 | 55 | 0.0% | — | 1524 | +404 | New | Q1 2026 | May 12, 2026 |
| Financial Connections Group, Inc. | History | No change | 392 | 55 | 0.02% | 0.02% | 1523 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 370 | 52 | 0.01% | 0.01% | 1525 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CURIO WEALTH, LLC | History | No change | 366 | 52 | 0.02% | 0.02% | 1526 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | Added to | 355 | 50 | 0.01% | 0.0% | 1527 | +319 | 886.11% | Q1 2026 | Apr 15, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 345 | 49 | 0.04% | 0.03% | 1529 | +71 | 25.91% | Q1 2026 | Apr 30, 2026 |
| IAG Wealth Partners, LLC | History | No change | 345 | 49 | 0.01% | 0.01% | 1528 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Counsel, Inc | History | No change | 342 | 48 | 0.01% | 0.01% | 1530 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Timmons Wealth Management, LLC | History | No change | 320 | 45 | 0.04% | 0.05% | 1531 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrity Financial Corp /WA | History | Added to | 310 | 44 | 0.02% | 0.02% | 1532 | +1 | 0.32% | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 304 | 43 | 0.01% | — | 1533 | +304 | New | Q1 2026 | May 08, 2026 |
| First Pacific Financial | History | New | 301 | 42 | 0.01% | — | 1538 | +301 | New | Q1 2026 | Apr 23, 2026 |
| Vanguard National Trust Co | History | New | 301 | 42 | 0.0% | — | 1539 | +301 | New | Q1 2026 | May 08, 2026 |
| Pflug Koory, LLC | History | Added to | 296 | 42 | 0.02% | 0.02% | 1534 | +1 | 0.34% | Q1 2026 | Apr 21, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 300 | 42 | 0.03% | 0.01% | 1535 | +1 | 0.33% | Q1 2026 | May 01, 2026 |
| Nova Wealth Management, Inc. | History | No change | 300 | 42 | 0.03% | 0.03% | 1536 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bravera Wealth | History | No change | 296 | 42 | 0.02% | 0.02% | 1537 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 291 | 41 | 0.01% | 0.02% | 1540 | -1 | -0.34% | Q1 2026 | May 08, 2026 |
| High Note Wealth, LLC | History | No change | 283 | 40 | 0.01% | 0.01% | 1541 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 281 | 40 | 0.01% | 0.01% | 1542 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Magnolia Wealth Management, LLC | History | New | 270 | 38 | 0.02% | — | 1544 | +270 | New | Q1 2026 | May 06, 2026 |
| Kimelman & Baird, LLC | History | No change | 269 | 38 | 0.0% | 0.0% | 1543 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 265 | 37 | 0.02% | — | 1545 | +265 | New | Q1 2026 | Apr 21, 2026 |
| Robbins Farley | History | Reduced | 254 | 36 | 0.02% | 0.02% | 1546 | -95 | -27.22% | Q1 2026 | Apr 17, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 256 | 36 | 0.01% | 0.01% | 1547 | -45 | -14.95% | Q1 2026 | Apr 28, 2026 |
| Providence Capital Advisors, LLC | History | New | 249 | 35 | 0.01% | — | 1549 | +249 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 223 | 35 | 0.0% | 0.0% | 1548 | +39 | 21.2% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 227 | 32 | 0.0% | — | 1555 | +227 | New | Q1 2026 | May 15, 2026 |
| Front Row Advisors LLC | History | Added to | 225 | 32 | 0.01% | 0.01% | 1551 | +1 | 0.45% | Q1 2026 | May 19, 2026 |
| Trust Co | History | No change | 231 | 32 | 0.0% | 0.0% | 1550 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Motiv8 Investments LLC | History | No change | 213 | 32 | 0.02% | 0.02% | 1552 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | No change | 227 | 32 | 0.02% | 0.02% | 1553 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 228 | 32 | 0.02% | 0.03% | 1554 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Financial Life Planners | History | New | 205 | 29 | 0.02% | — | 1557 | +205 | New | Q1 2026 | Apr 24, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 210 | 29 | 0.03% | 0.03% | 1556 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WEBSTER BANK, N. A. | History | No change | 199 | 28 | 0.0% | 0.0% | 1558 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 200 | 28 | 0.01% | 0.01% | 1559 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Park Place Capital Corp | History | New | 193 | 27 | 0.01% | — | 1564 | +193 | New | Q1 2026 | Apr 09, 2026 |
| Wellington Grp LLC | History | Reduced | 190 | 27 | 0.01% | 0.02% | 1563 | -165 | -46.48% | Q1 2026 | May 22, 2026 |
| MCF Advisors LLC | History | Added to | 192 | 27 | 0.0% | 0.0% | 1561 | +17 | 9.71% | Q1 2026 | May 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 190 | 27 | 0.0% | 0.0% | 1560 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PFS Partners, LLC | History | No change | 192 | 27 | 0.01% | 0.01% | 1562 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 187 | 26 | 0.01% | 0.03% | 1567 | -361 | -65.88% | Q1 2026 | May 13, 2026 |
| RMG Wealth Management LLC | History | New | 162 | 26 | 0.0% | — | 1572 | +162 | New | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 183 | 26 | 0.01% | 0.0% | 1565 | +83 | 83.0% | Q1 2026 | Apr 17, 2026 |
| Networth Advisors, LLC | History | Reduced | 187 | 26 | 0.02% | 0.03% | 1570 | -58 | -23.67% | Q1 2026 | Apr 22, 2026 |
| Towne Trust Company, N.A | History | No change | 184 | 26 | 0.01% | 0.01% | 1566 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 186 | 26 | 0.01% | 0.01% | 1568 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 187 | 26 | 0.01% | 0.01% | 1569 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | No change | 186 | 26 | 0.01% | 0.01% | 1571 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 171 | 24 | 0.01% | 0.01% | 1573 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Princeton Global Asset Management LLC | History | No change | 171 | 24 | 0.0% | 0.0% | 1574 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 172 | 24 | 0.01% | 0.01% | 1575 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 162 | 23 | 0.0% | 0.0% | 1576 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 162 | 23 | 0.01% | 0.01% | 1577 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 165 | 23 | 0.01% | 0.01% | 1578 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | Reduced | 159 | 22 | 0.01% | 0.02% | 1580 | -267 | -62.68% | Q1 2026 | Apr 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 157 | 22 | 0.01% | 0.01% | 1579 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bank of Jackson Hole Trust | History | No change | 151 | 21 | 0.01% | 0.01% | 1581 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 152 | 21 | 0.01% | 0.01% | 1582 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 144 | 20 | 0.01% | 0.17% | 1584 | -3,080 | -95.53% | Q1 2026 | Apr 28, 2026 |
| Davis Capital Management | History | No change | 145 | 20 | 0.01% | 0.01% | 1583 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 140 | 19 | 0.01% | 0.01% | 1585 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Team Financial Group, LLC | History | No change | 140 | 19 | 0.01% | 0.01% | 1586 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | No change | 133 | 18 | 0.01% | 0.01% | 1587 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 129 | 18 | 0.01% | 0.01% | 1588 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vision Retirement, LLC | History | New | 119 | 16 | 0.0% | — | 1593 | +119 | New | Q1 2026 | May 07, 2026 |
| Cheviot Value Management, LLC | History | No change | 115 | 16 | 0.0% | 0.0% | 1589 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 114 | 16 | 0.0% | 0.0% | 1590 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreFirst Bank & Trust | History | No change | 112 | 16 | 0.01% | 0.01% | 1591 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Red Tortoise LLC | History | No change | 118 | 16 | 0.01% | 0.01% | 1592 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hilltop National Bank | History | Reduced | 110 | 15 | 0.0% | 0.01% | 1596 | -91 | -45.27% | Q1 2026 | Apr 02, 2026 |
| Versant Capital Management, Inc | History | No change | 111 | 15 | 0.0% | 0.0% | 1594 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| City State Bank | History | No change | 112 | 15 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Missouri Trust & Investment Co | History | No change | 100 | 14 | 0.0% | 0.0% | 1597 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 97 | 13 | 0.01% | — | 1599 | +97 | New | Q1 2026 | May 07, 2026 |
| Investors Portfolio Services LLC | History | No change | 92 | 13 | 0.01% | 0.01% | 1598 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 90 | 12 | 0.0% | 0.0% | 1600 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 85 | 12 | 0.01% | 0.01% | 1601 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 85 | 12 | 0.01% | 0.01% | 1602 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 81 | 11 | 0.0% | 0.0% | 1603 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Creative Capital Management Investments LLC | History | No change | 82 | 11 | 0.0% | 0.0% | 1604 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 77 | 11 | 0.0% | 0.0% | 1605 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 84 | 11 | 0.0% | 0.0% | 1606 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GGM Financial LLC | History | Reduced | 71 | 10 | 0.0% | 0.01% | 1610 | -28 | -28.28% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 76 | 10 | 0.0% | 0.0% | 1607 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 74 | 10 | 0.0% | 0.0% | 1608 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| New Republic Capital, LLC | History | No change | 71 | 10 | 0.0% | 0.0% | 1609 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 58 | 9 | 0.0% | 0.0% | 1611 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Graney & King, LLC | History | No change | 67 | 9 | 0.0% | 0.01% | 1612 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Aventura Private Wealth, LLC | History | No change | 58 | 8 | 0.0% | 0.0% | 1613 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GW&K Investment Management, LLC | History | No change | 49 | 7 | 0.0% | 0.0% | 1614 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 54 | 7 | 0.0% | 0.0% | 1615 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Roxbury Financial LLC | History | No change | 55 | 7 | 0.01% | 0.01% | 1616 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 48 | 6 | 0.0% | 0.01% | 1617 | -92 | -65.71% | Q1 2026 | Apr 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 44 | 6 | 0.0% | 0.0% | 1618 | +1 | 2.33% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 47 | 6 | 0.0% | 0.0% | 1619 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 49 | 6 | 0.11% | 0.13% | 1620 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 37 | 5 | 0.0% | — | 1622 | +37 | New | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 38 | 5 | 0.0% | 0.0% | 1621 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 30 | 4 | 0.0% | 0.0% | 1623 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wagner Wealth Management, LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 1624 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | No change | 31 | 4 | 0.0% | 0.0% | 1625 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 1626 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COUNTRY TRUST BANK | History | New | 25 | 3 | 0.0% | — | 1628 | +25 | New | Q1 2026 | Apr 10, 2026 |
| Olistico Wealth, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 1627 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VSM Wealth Advisory, LLC | History | New | 15 | 2 | 0.0% | — | 1632 | +15 | New | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 1629 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Premier Financial Group | History | No change | 19 | 2 | 0.0% | 0.0% | 1630 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 18 | 2 | 0.0% | 0.0% | 1631 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clark Wealth Partners | History | New | 14 | 1 | 0.0% | — | 1637 | +14 | New | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 10 | 1 | 0.0% | — | 1638 | +10 | New | Q1 2026 | May 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 13 | 1 | 0.0% | — | 1634 | +9 | 225.0% | Q1 2026 | May 13, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1633 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 1635 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advocate Investing Services LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1636 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -196,426 | -100.0% | Q1 2026 | May 15, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 11.19% | — | -147,271 | -100.0% | Q1 2026 | May 15, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Closed out | 0 | 0 | — | 3.52% | — | -97,395 | -100.0% | Q1 2026 | Apr 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -86,800 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -63,148 | -100.0% | Q1 2026 | Apr 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -40,530 | -100.0% | Q1 2026 | Apr 14, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 1.9% | — | -34,560 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -29,290 | -100.0% | Q1 2026 | May 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -23,260 | -100.0% | Q1 2026 | May 12, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.95% | — | -21,410 | -100.0% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -20,807 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -20,010 | -100.0% | Q1 2026 | May 01, 2026 |
| Broad Run Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -18,657 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -14,566 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,373 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Centennial Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -12,751 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BANK HAPOALIM BM | History | Closed out | 0 | 0 | — | 0.16% | — | -12,444 | -100.0% | Q1 2026 | May 04, 2026 |
| PCA Investment Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.59% | — | -11,283 | -100.0% | Q1 2026 | May 11, 2026 |
| Salvus Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -10,996 | -100.0% | Q1 2026 | Apr 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -10,152 | -100.0% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.05% | — | -7,617 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,052 | -100.0% | Q1 2026 | May 12, 2026 |
| KWMG, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,047 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,516 | -100.0% | Q1 2026 | May 14, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.15% | — | -5,949 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Opus Financial Solutions LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -4,870 | -100.0% | Q1 2026 | May 08, 2026 |
| Trust Co of the South | History | Closed out | 0 | 0 | — | 0.11% | — | -4,763 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,702 | -100.0% | Q1 2026 | May 20, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,350 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,228 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.49% | — | -4,209 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.37% | — | -4,028 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Closed out | 0 | 0 | — | 0.41% | — | -3,879 | -100.0% | Q1 2026 | May 05, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,600 | -100.0% | Q1 2026 | May 12, 2026 |
| Paragon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,444 | -100.0% | Q1 2026 | May 04, 2026 |
| Main Street Research LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,405 | -100.0% | Q1 2026 | Apr 30, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -3,220 | -100.0% | Q1 2026 | Apr 30, 2026 |
| L. Roy Papp & Associates, LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,488 | -100.0% | Q1 2026 | Apr 14, 2026 |
| IVC Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,448 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Essential Planning, LLC. | History | Closed out | 0 | 0 | — | 0.11% | — | -2,409 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,395 | -100.0% | Q1 2026 | May 04, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,350 | -100.0% | Q1 2026 | May 14, 2026 |
| Abundance Wealth Counselors | History | Closed out | 0 | 0 | — | 0.06% | — | -2,303 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Johnson Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,279 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BSW Wealth Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -2,201 | -100.0% | Q1 2026 | Apr 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,113 | -100.0% | Q1 2026 | Apr 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,061 | -100.0% | Q1 2026 | May 15, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,893 | -100.0% | Q1 2026 | May 04, 2026 |
| Canal Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,866 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Madison Park Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -1,837 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,685 | -100.0% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,683 | -100.0% | Q1 2026 | May 14, 2026 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,676 | -100.0% | Q1 2026 | May 04, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,629 | -100.0% | Q1 2026 | May 12, 2026 |
| Charles Schwab Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -1,600 | -100.0% | Q1 2026 | Apr 10, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,587 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Ledyard National Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -1,575 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Van Diest Capital, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -1,574 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,564 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,518 | -100.0% | Q1 2026 | Apr 21, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,431 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,428 | -100.0% | Q1 2026 | May 01, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,403 | -100.0% | Q1 2026 | May 08, 2026 |
| Antonelli Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,395 | -100.0% | Q1 2026 | Apr 28, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,394 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FIRST MERCHANTS CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,389 | -100.0% | Q1 2026 | Apr 16, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,389 | -100.0% | Q1 2026 | May 08, 2026 |
| Payne Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,388 | -100.0% | Q1 2026 | May 08, 2026 |
| Tradition Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,385 | -100.0% | Q1 2026 | May 15, 2026 |
| SVRN Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,380 | -100.0% | Q1 2026 | May 12, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -1,375 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Parker Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,372 | -100.0% | Q1 2026 | May 13, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,372 | -100.0% | Q1 2026 | May 05, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,367 | -100.0% | Q1 2026 | May 01, 2026 |
| Richwood Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,366 | -100.0% | Q1 2026 | May 15, 2026 |
| Xena Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -1,355 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Alhambra Investment Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,351 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Connecticut Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,347 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,347 | -100.0% | Q1 2026 | Apr 08, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,346 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -1,195 | -100.0% | Q1 2026 | May 01, 2026 |
| Wiser Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -999 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -899 | -100.0% | Q1 2026 | May 04, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -663 | -100.0% | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -660 | -100.0% | Q1 2026 | Apr 21, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -601 | -100.0% | Q1 2026 | May 07, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -586 | -100.0% | Q1 2026 | May 04, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -450 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -378 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -348 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -329 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -313 | -100.0% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 14, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -297 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -266 | -100.0% | Q1 2026 | May 01, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -113 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -83 | -100.0% | Q1 2026 | May 11, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 12, 2026 |
| Dougherty Wealth Advisers LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -66 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 7 | 0 | — | 0.0% | — | -56 | -88.89% | Q1 2026 | Apr 20, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 04, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 16, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 07, 2026 |
| Mosley Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 27, 2026 |
| Founders Capital Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |