iSHARES TRUST - IVE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 27,729,455 | 5,855,074 | 1.57% | 1.79% | 1 | -663,953 | -2.34% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,182,077 | 3,567,515 | 0.23% | 0.25% | 2 | -1,566,169 | -8.35% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 14,923,957 | 3,151,194 | 0.19% | 0.19% | 3 | -354,899 | -2.32% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 10,505,241 | 2,218,181 | 0.59% | 0.64% | 4 | -509,218 | -4.62% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,457,775 | 1,997,009 | 0.15% | 0.14% | 5 | +182,358 | 1.97% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,213,397 | 1,311,958 | 0.25% | 0.24% | 6 | -50,742 | -0.81% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 3,643,501 | 769,325 | 0.12% | 0.12% | 7 | +108,611 | 3.07% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,295,130 | 695,766 | 0.74% | 0.79% | 8 | -114,849 | -3.37% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,261,014 | 688,562 | 0.63% | 0.62% | 9 | +10,444 | 0.32% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,009,200 | 638,025 | 0.15% | 0.15% | 10 | -70,639 | -2.29% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 2,593,920 | 547,706 | 0.01% | 0.01% | 11 | -344,294 | -11.72% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 2,566,919 | 542,004 | 1.42% | 1.48% | 12 | -12,329 | -0.48% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,271,013 | 479,524 | 0.28% | 0.27% | 13 | -72,523 | -3.09% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,199,311 | 464,385 | 3.63% | 4.43% | 14 | -268,239 | -10.87% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,148,592 | 453,675 | 2.51% | 1.89% | 15 | -391,651 | -15.42% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Added to | 1,944,079 | 410,492 | 1.26% | 1.16% | 16 | +81,088 | 4.35% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,721,079 | 363,405 | 1.01% | 1.09% | 17 | -382,453 | -18.18% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,620,965 | 342,266 | 0.11% | 0.12% | 18 | -224,665 | -12.17% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,416,069 | 299,002 | 0.03% | 0.04% | 19 | -298,408 | -17.41% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,396,602 | 294,892 | 0.05% | 0.05% | 20 | +48,869 | 3.63% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,349,230 | 284,890 | 0.71% | 0.72% | 21 | -121,769 | -8.28% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Added to | 1,229,165 | 259,555 | 0.29% | 0.3% | 22 | +4,087 | 0.33% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 1,197,963 | 252,949 | 5.39% | 5.16% | 23 | +44,187 | 3.83% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,138,151 | 240,320 | 0.04% | 0.04% | 24 | -40,141 | -3.41% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 1,126,708 | 237,830 | 0.28% | 0.3% | 25 | -64,368 | -5.4% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,111,650 | 234,724 | 2.91% | 2.78% | 26 | +110,007 | 10.98% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,039,283 | 219,444 | 0.31% | 0.31% | 27 | -45,524 | -4.2% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Reduced | 1,007,806 | 212,798 | 1.2% | 1.24% | 28 | -9,996 | -0.98% | Q1 2026 | May 15, 2026 |
| SOFI WEALTH, LLC | History | Added to | 979,965 | 206,919 | 9.97% | 10.32% | 29 | +4,340 | 0.44% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 965,589 | 203,884 | 1.99% | 2.06% | 30 | -24,308 | -2.46% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 902,104 | 190,479 | 1.03% | 1.12% | 31 | -63,337 | -6.56% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 818,444 | 172,814 | 0.01% | 0.01% | 32 | -1,644 | -0.2% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Reduced | 808,494 | 170,713 | 6.89% | 7.97% | 33 | -111,637 | -12.13% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 786,105 | 165,986 | 0.57% | 0.56% | 34 | -33,068 | -4.04% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 716,711 | 151,335 | 7.88% | 7.59% | 35 | +32,222 | 4.71% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 686,613 | 145,140 | 0.21% | 0.23% | 36 | -54,970 | -7.41% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 663,680 | 140,142 | 0.15% | 0.15% | 37 | +4,115 | 0.62% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 660,573 | 139,528 | 0.86% | 0.93% | 38 | -70,945 | -9.7% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Added to | 619,118 | 130,726 | 0.46% | 0.02% | 39 | +596,067 | 2585.86% | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 596,353 | 125,920 | 4.33% | 4.28% | 40 | +10,957 | 1.87% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 585,731 | 121,629 | 0.06% | 0.06% | 41 | +102,117 | 21.12% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | Reduced | 572,662 | 120,917 | 13.8% | 14.04% | 42 | -19,418 | -3.28% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 559,319 | 118,100 | 0.16% | 0.17% | 43 | -30,886 | -5.23% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 557,426 | 117,700 | 0.22% | 0.16% | 44 | +318,135 | 132.95% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 540,233 | 114,070 | 0.29% | 0.29% | 45 | +25,836 | 5.02% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 520,387 | 109,879 | 1.9% | 1.37% | 46 | +255,402 | 96.38% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 517,501 | 109,269 | 0.15% | 0.06% | 47 | +323,873 | 167.27% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 514,240 | 108,581 | 0.6% | 0.68% | 48 | -22,900 | -4.26% | Q1 2026 | May 15, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 510,593 | 107,811 | 4.77% | 4.66% | 49 | -14,689 | -2.8% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 439,034 | 92,702 | 0.08% | — | 50 | +439,034 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 426,428 | 90,040 | 0.16% | 0.16% | 51 | +16,944 | 4.14% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 418,113 | 88,284 | 1.29% | 1.45% | 52 | -34,565 | -7.64% | Q1 2026 | Apr 09, 2026 |
| Ascent Group, LLC | History | Reduced | 398,536 | 84,150 | 2.91% | 3.09% | 53 | -28,143 | -6.6% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 386,520 | 81,613 | 0.31% | 0.31% | 54 | +35,784 | 10.2% | Q1 2026 | Apr 30, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Reduced | 385,302 | 81,356 | 20.35% | 21.67% | 55 | -7,861 | -2.0% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 371,946 | 78,536 | 0.42% | 0.47% | 56 | -11,123 | -2.9% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 370,632 | 78,258 | 0.59% | 0.58% | 57 | +6,819 | 1.87% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 357,479 | 75,482 | 0.14% | 0.15% | 58 | -12,246 | -3.31% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 341,229 | 72,364 | 0.29% | 0.29% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 334,922 | 70,376 | 0.13% | 0.13% | 60 | +2,033 | 0.61% | Q1 2026 | May 01, 2026 |
| LPWM LLC | History | Added to | 331,900 | 70,080 | 17.68% | 17.62% | 61 | +2,493 | 0.76% | Q1 2026 | Apr 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 329,691 | 69,917 | 5.2% | 5.2% | 62 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Reduced | 309,598 | 65,371 | 0.73% | 0.78% | 63 | -14,484 | -4.47% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 302,973 | 63,972 | 0.3% | 0.33% | 64 | -28,071 | -8.48% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 298,049 | 62,933 | 1.46% | 1.59% | 65 | -10,944 | -3.54% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Added to | 297,151 | 62,743 | 9.94% | 9.94% | 66 | +4,511 | 1.54% | Q1 2026 | Apr 28, 2026 |
| COURIER CAPITAL LLC | History | Added to | 295,197 | 62,330 | 3.48% | 3.51% | 67 | +89 | 0.03% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 292,133 | 61,683 | 0.02% | 0.02% | 68 | -4,646 | -1.57% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 288,317 | 61,143 | 0.39% | 0.43% | 69 | -6,712 | -2.28% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 275,383 | 60,834 | 3.95% | 4.04% | 70 | -10,233 | -3.58% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 286,370 | 60,564 | 1.04% | 0.99% | 71 | +29,892 | 11.65% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 283,312 | 59,821 | 0.71% | 0.75% | 72 | -2,340 | -0.82% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 282,613 | 59,673 | 0.92% | 0.18% | 73 | +241,897 | 594.11% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 277,079 | 58,505 | 0.8% | 1.0% | 74 | -53,002 | -16.06% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 275,581 | 58,189 | 0.04% | 0.04% | 75 | -14,634 | -5.04% | Q1 2026 | May 07, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 265,494 | 56,059 | 9.9% | 9.63% | 76 | +7,047 | 2.73% | Q1 2026 | Apr 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 260,257 | 54,953 | 4.36% | 4.02% | 77 | +60,963 | 30.59% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 255,631 | 53,976 | 0.08% | 0.1% | 78 | -38,847 | -13.19% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 247,726 | 52,307 | 0.94% | 0.97% | 79 | +2,414 | 0.98% | Q1 2026 | May 14, 2026 |
| West Wealth Group, LLC | History | Added to | 245,287 | 51,792 | 10.24% | 9.43% | 80 | +30,856 | 14.39% | Q1 2026 | May 11, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 245,027 | 51,737 | 7.52% | 7.09% | 81 | +3,286 | 1.36% | Q1 2026 | Apr 23, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 239,759 | 50,625 | 0.33% | 0.32% | 82 | +5,670 | 2.42% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 238,627 | 50,385 | 0.81% | 0.83% | 83 | -1,514 | -0.63% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 230,583 | 48,687 | 0.01% | 0.01% | 84 | -35,404 | -13.31% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 227,910 | 48,123 | 0.1% | 0.09% | 85 | -3,490 | -1.51% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 217,708 | 45,968 | 0.34% | 0.36% | 86 | +10,493 | 5.06% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 217,688 | 45,964 | 1.04% | 1.04% | 87 | +4,059 | 1.9% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 217,259 | 45,874 | 0.92% | 0.94% | 88 | +890 | 0.41% | Q1 2026 | May 14, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 209,290 | 44,191 | 6.22% | 6.14% | 89 | +8,931 | 4.46% | Q1 2026 | Apr 20, 2026 |
| CX Institutional | History | Reduced | 208,906 | 44,110 | 1.35% | 1.97% | 90 | -103,170 | -33.06% | Q1 2026 | Apr 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 200,292 | 42,291 | 0.77% | 0.79% | 91 | -8,960 | -4.28% | Q1 2026 | Apr 10, 2026 |
| &PARTNERS | History | Added to | 200,145 | 42,268 | 0.21% | 0.2% | 92 | +16,444 | 8.95% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 198,903 | 41,998 | 3.05% | 3.21% | 93 | -1,187 | -0.59% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 196,475 | 41,486 | 0.05% | 0.12% | 94 | -270,287 | -57.91% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 194,332 | 41,032 | 0.66% | 0.4% | 95 | +102,144 | 110.8% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 193,952 | 40,952 | 2.48% | 2.49% | 96 | +7,198 | 3.85% | Q1 2026 | Apr 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 193,455 | 40,848 | 0.15% | 0.15% | 97 | -8,914 | -4.4% | Q1 2026 | Apr 24, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 187,653 | 39,623 | 5.34% | 5.53% | 98 | -17,341 | -8.46% | Q1 2026 | Apr 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 187,139 | 39,514 | 0.01% | 0.01% | 99 | -3,068 | -1.61% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 186,041 | 39,414 | 3.52% | 3.6% | 100 | -3,931 | -2.07% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 183,931 | 38,837 | 0.03% | 0.02% | 101 | +23,446 | 14.61% | Q1 2026 | May 12, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 182,167 | 38,463 | 25.98% | 25.38% | 102 | +652 | 0.36% | Q1 2026 | May 04, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 177,216 | 37,419 | 6.71% | 6.55% | 103 | -21,814 | -10.96% | Q1 2026 | Apr 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 174,314 | 36,806 | 0.47% | 0.41% | 104 | +21,464 | 14.04% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 181,105 | 36,756 | 0.07% | 0.03% | 105 | +82,470 | 83.61% | Q1 2026 | Apr 08, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 171,699 | 36,254 | 12.62% | 12.44% | 106 | -676 | -0.39% | Q1 2026 | Apr 21, 2026 |
| High Falls Advisors, Inc | History | No change | 166,772 | 35,367 | 7.16% | 7.16% | 107 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 166,962 | 35,254 | 10.98% | 10.87% | 108 | +771 | 0.46% | Q1 2026 | Apr 29, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 165,861 | 35,021 | 1.07% | 1.42% | 109 | -39,153 | -19.1% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 164,883 | 34,815 | 0.18% | 0.22% | 110 | +18,714 | 12.8% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 155,140 | 34,140 | 4.68% | 4.81% | 111 | +5,057 | 3.37% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 161,174 | 34,032 | 1.29% | 1.18% | 112 | +8,967 | 5.89% | Q1 2026 | May 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 160,281 | 33,843 | 1.95% | 1.46% | 113 | +37,359 | 30.39% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 158,047 | 33,425 | 0.32% | 0.4% | 114 | -19,094 | -10.78% | Q1 2026 | Apr 07, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 157,994 | 33,360 | 11.5% | 11.36% | 115 | +2,414 | 1.55% | Q1 2026 | Apr 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 156,320 | 33,006 | 1.88% | 2.84% | 116 | -67,627 | -30.2% | Q1 2026 | Apr 09, 2026 |
| GREENLEAF TRUST | History | Reduced | 156,003 | 32,940 | 0.32% | 0.31% | 117 | -5,141 | -3.19% | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 155,844 | 32,906 | 0.53% | 0.58% | 118 | -7,618 | -4.66% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 155,810 | 32,899 | 0.28% | 0.29% | 119 | -28,716 | -15.56% | Q1 2026 | May 13, 2026 |
| EWA, LLC | History | Reduced | 155,610 | 32,857 | 7.45% | 8.57% | 120 | -9,994 | -6.03% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 152,743 | 32,251 | 0.67% | 0.42% | 121 | +63,824 | 71.78% | Q1 2026 | Apr 13, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 150,908 | 31,864 | 3.26% | 3.08% | 122 | -1,456 | -0.96% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 150,230 | 31,721 | 0.36% | 0.36% | 123 | -1,692 | -1.11% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 149,158 | 31,631 | 0.56% | 0.56% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 149,589 | 31,585 | 2.64% | 2.56% | 125 | +358 | 0.24% | Q1 2026 | May 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 149,006 | 31,462 | 3.11% | 3.43% | 126 | -16,304 | -9.86% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 148,510 | 31,357 | 5.9% | 6.43% | 127 | -11,412 | -7.14% | Q1 2026 | Apr 13, 2026 |
| PAX Financial Group, LLC | History | Added to | 144,883 | 30,592 | 5.22% | 5.13% | 128 | +4,640 | 3.31% | Q1 2026 | Apr 27, 2026 |
| Security Financial Services, INC. | History | No change | 143,741 | 30,483 | 4.79% | 4.79% | 129 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brookstone Capital Management | History | Reduced | 139,963 | 29,553 | 0.34% | 0.35% | 130 | -3,309 | -2.31% | Q1 2026 | Apr 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 138,943 | 29,337 | 2.13% | 2.42% | 131 | -37,852 | -21.41% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 135,868 | 28,637 | 0.08% | 0.22% | 132 | -29,654 | -17.92% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 135,184 | 28,544 | 3.97% | 4.2% | 133 | -7,151 | -5.02% | Q1 2026 | Apr 24, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 135,177 | 28,542 | 3.56% | 3.68% | 134 | -3,219 | -2.33% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 134,765 | 28,455 | 0.32% | 0.37% | 135 | +6,273 | 4.88% | Q1 2026 | May 15, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 128,382 | 27,763 | 5.28% | 5.45% | 136 | -1,090 | -0.84% | Q1 2026 | Apr 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 130,730 | 27,603 | 1.54% | 1.47% | 137 | +8,068 | 6.58% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 130,653 | 27,587 | 0.05% | 0.05% | 138 | +1,204 | 0.93% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 130,581 | 27,572 | 3.43% | 3.46% | 139 | -2,875 | -2.15% | Q1 2026 | Apr 21, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 129,776 | 27,402 | 7.16% | 7.27% | 140 | -602 | -0.46% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 128,765 | 27,214 | 3.4% | 2.96% | 141 | +20,434 | 18.86% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 127,933 | 27,013 | 0.4% | 0.46% | 142 | -14,079 | -9.91% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 125,808 | 26,491 | 0.04% | 0.03% | 143 | +11,543 | 10.1% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 125,410 | 26,480 | 2.39% | 2.38% | 144 | +8,654 | 7.41% | Q1 2026 | May 06, 2026 |
| KWMG, LLC | History | Added to | 123,773 | 26,134 | 2.18% | 2.19% | 145 | +4,074 | 3.4% | Q1 2026 | Apr 09, 2026 |
| Keystone Financial Services | History | Added to | 122,866 | 25,943 | 7.61% | 6.46% | 146 | +21,932 | 21.73% | Q1 2026 | May 06, 2026 |
| DDFG, Inc | History | Added to | 122,712 | 25,910 | 5.58% | 5.6% | 147 | +2,085 | 1.73% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Reduced | 121,373 | 25,627 | 0.87% | 0.89% | 148 | -3,406 | -2.73% | Q1 2026 | Apr 22, 2026 |
| Stokes Family Office, LLC | History | Reduced | 121,242 | 25,600 | 2.64% | 3.0% | 149 | -33,372 | -21.58% | Q1 2026 | May 11, 2026 |
| Thoma Capital Management LLC | History | Added to | 120,937 | 25,535 | 15.1% | 13.46% | 150 | +10,803 | 9.81% | Q1 2026 | Apr 20, 2026 |
| Trek Financial, LLC | History | Reduced | 119,949 | 25,327 | 1.34% | 1.47% | 151 | -81 | -0.07% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 119,031 | 25,133 | 0.27% | 0.27% | 152 | +5,394 | 4.75% | Q1 2026 | Apr 20, 2026 |
| Kelly Financial Services LLC | History | Reduced | 119,082 | 25,063 | 6.06% | 6.85% | 153 | -9,814 | -7.61% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 116,061 | 24,506 | 0.1% | 0.09% | 154 | +1,770 | 1.55% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 115,945 | 24,481 | 0.01% | 0.01% | 155 | +10,438 | 9.89% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 114,642 | 24,206 | 0.31% | 0.34% | 156 | +5,888 | 5.41% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 114,342 | 24,143 | 0.55% | 0.53% | 157 | -2,885 | -2.46% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 113,434 | 23,951 | 0.22% | 0.3% | 158 | -455 | -0.4% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 112,776 | 23,812 | 0.56% | 0.5% | 159 | +16,586 | 17.24% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 112,059 | 23,661 | 0.04% | 0.04% | 160 | -40,445 | -26.52% | Q1 2026 | May 15, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 111,026 | 23,443 | 4.71% | 3.21% | 161 | +44,724 | 67.45% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 107,919 | 22,787 | 0.63% | 0.62% | 162 | +1,907 | 1.8% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 106,473 | 22,481 | 0.77% | 0.56% | 163 | +30,708 | 40.53% | Q1 2026 | Apr 07, 2026 |
| PLANNING DIRECTIONS INC | History | New | 105,962 | 22,373 | 11.32% | — | 164 | +105,962 | New | Q1 2026 | Apr 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 105,494 | 22,274 | 2.46% | 2.53% | 165 | -907 | -0.85% | Q1 2026 | May 11, 2026 |
| Lutz Financial Services LLC | History | Reduced | 105,481 | 22,272 | 1.5% | 1.54% | 166 | -1,489 | -1.39% | Q1 2026 | May 04, 2026 |
| Detalus Advisors, LLC | History | Reduced | 104,257 | 22,013 | 5.03% | 5.92% | 167 | -10,218 | -8.93% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 99,596 | 22,001 | 0.39% | 0.78% | 168 | +22,870 | 29.81% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 103,851 | 21,928 | 2.37% | 2.43% | 169 | -716 | -0.68% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 103,742 | 21,905 | 0.29% | 0.27% | 170 | +13,109 | 14.46% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 103,218 | 21,798 | 0.57% | 0.63% | 171 | -135 | -0.13% | Q1 2026 | May 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 102,859 | 21,718 | 1.21% | 1.34% | 172 | +3,543 | 3.57% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 101,369 | 21,404 | 0.16% | 0.18% | 173 | -1,842 | -1.78% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 101,291 | 21,387 | 0.11% | 0.17% | 174 | -45,154 | -30.83% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 101,103 | 21,347 | 0.26% | 0.25% | 175 | +4,903 | 5.1% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 100,539 | 21,228 | 0.0% | 0.0% | 176 | -7,667 | -7.09% | Q1 2026 | May 15, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 99,931 | 21,100 | 3.34% | 3.31% | 177 | +233 | 0.23% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 94,104 | 21,048 | 1.65% | 1.73% | 178 | +468 | 0.5% | Q1 2026 | May 01, 2026 |
| SWMG, LLC | History | Reduced | 99,492 | 21,007 | 6.0% | 6.72% | 179 | -9,552 | -8.76% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 98,088 | 20,711 | 0.81% | 0.89% | 180 | +60,395 | 160.23% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 97,730 | 20,635 | 0.24% | 0.26% | 181 | -11,911 | -10.86% | Q1 2026 | Apr 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 97,684 | 20,625 | 2.02% | 2.13% | 182 | -6,707 | -6.42% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | Reduced | 97,554 | 20,598 | 0.25% | 0.28% | 183 | -3,526 | -3.49% | Q1 2026 | May 12, 2026 |
| Ironwood Financial, llc | History | Reduced | 96,875 | 20,455 | 3.57% | 3.61% | 184 | -1,047 | -1.07% | Q1 2026 | Apr 16, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 96,818 | 20,442 | 10.25% | 10.17% | 185 | -204 | -0.21% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Group LLC | History | Reduced | 96,778 | 20,434 | 2.57% | 2.85% | 186 | -7,648 | -7.32% | Q1 2026 | May 04, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 96,014 | 20,273 | 0.83% | 0.84% | 187 | -759 | -0.78% | Q1 2026 | Apr 21, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 95,344 | 20,131 | 13.91% | 10.18% | 188 | +31,954 | 50.41% | Q1 2026 | Apr 21, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 94,899 | 20,037 | 1.16% | 1.29% | 189 | -7,062 | -6.93% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 94,814 | 20,020 | 0.08% | 0.08% | 190 | -788 | -0.82% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 93,773 | 19,800 | 0.22% | 0.22% | 191 | -1,868 | -1.95% | Q1 2026 | May 13, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 93,533 | 19,749 | 6.09% | 6.69% | 192 | -11,031 | -10.55% | Q1 2026 | Apr 13, 2026 |
| BOKF, NA | History | Reduced | 93,168 | 19,672 | 0.3% | 0.44% | 193 | -42,500 | -31.33% | Q1 2026 | May 08, 2026 |
| Narwhal Capital Management | History | No change | 92,784 | 19,591 | 1.45% | 1.43% | 194 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 92,755 | 19,585 | 1.64% | 2.29% | 195 | -46,756 | -33.51% | Q1 2026 | May 07, 2026 |
| M1 Capital Management LLC | History | Added to | 92,474 | 19,525 | 9.0% | 7.18% | 196 | +11,329 | 13.96% | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | New | 91,539 | 19,328 | 2.12% | — | 197 | +91,539 | New | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 91,374 | 19,293 | 0.09% | 0.1% | 198 | +7,941 | 9.52% | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 91,290 | 19,275 | 0.22% | 0.21% | 199 | -178 | -0.19% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 90,141 | 19,033 | 0.58% | 0.62% | 200 | -5,274 | -5.53% | Q1 2026 | May 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 89,693 | 18,938 | 1.14% | 1.2% | 201 | -2,490 | -2.7% | Q1 2026 | May 12, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 131,716 | 18,797 | 4.16% | 5.36% | 202 | -22,875 | -14.8% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 88,440 | 18,674 | 0.3% | 0.33% | 203 | -949 | -1.06% | Q1 2026 | Apr 22, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 158,615 | 18,410 | 12.41% | 0.65% | 204 | +153,842 | 3223.17% | Q1 2026 | May 05, 2026 |
| Cosner Financial Group, LLC | History | Added to | 86,757 | 18,318 | 10.06% | 9.38% | 205 | +82 | 0.09% | Q1 2026 | May 01, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 86,659 | 18,298 | 0.7% | 0.68% | 206 | -147 | -0.17% | Q1 2026 | Apr 16, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 84,945 | 17,936 | 2.51% | 2.92% | 207 | -18,476 | -17.86% | Q1 2026 | Apr 13, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 83,202 | 17,568 | 2.93% | 3.17% | 208 | -1,039 | -1.23% | Q1 2026 | Apr 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 82,186 | 17,353 | 0.36% | 0.41% | 209 | -7,563 | -8.43% | Q1 2026 | Apr 27, 2026 |
| Financial Enhancement Group LLC | History | Added to | 78,069 | 17,244 | 2.14% | 0.89% | 210 | +46,335 | 146.01% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 80,372 | 16,970 | 2.4% | 2.63% | 211 | -9,333 | -10.4% | Q1 2026 | Apr 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 80,286 | 16,952 | 1.89% | 2.0% | 212 | -5,206 | -6.09% | Q1 2026 | May 01, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 79,932 | 16,877 | 1.08% | 1.03% | 213 | +3,324 | 4.34% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 79,738 | 16,836 | 0.01% | 0.01% | 214 | -9,706 | -10.85% | Q1 2026 | May 12, 2026 |
| Saiph Capital, LLC | History | Reduced | 79,335 | 16,751 | 6.34% | 6.07% | 215 | -325 | -0.41% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 79,315 | 16,747 | 0.27% | 0.31% | 216 | +4,439 | 5.93% | Q1 2026 | May 18, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 79,148 | 16,712 | 2.45% | 2.42% | 217 | +5,599 | 7.61% | Q1 2026 | Apr 24, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 78,118 | 16,494 | 2.67% | 2.79% | 218 | -1,330 | -1.67% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 77,675 | 16,401 | 0.13% | 0.16% | 219 | +14,744 | 23.43% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 76,408 | 16,133 | 0.08% | 0.01% | 220 | +66,220 | 649.98% | Q1 2026 | May 11, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 76,322 | 16,115 | 6.66% | 7.03% | 221 | -4,135 | -5.14% | Q1 2026 | Apr 08, 2026 |
| Elevated Financial Group LLC | History | Added to | 76,023 | 16,052 | 5.22% | 5.48% | 222 | +1,381 | 1.85% | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 75,688 | 15,981 | 4.14% | 4.61% | 223 | -7,512 | -9.03% | Q1 2026 | Apr 14, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 75,559 | 15,954 | 4.05% | 3.97% | 224 | +1,244 | 1.67% | Q1 2026 | Apr 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 74,997 | 15,835 | 0.42% | 0.35% | 225 | +11,839 | 18.75% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 74,881 | 15,811 | 1.94% | 1.98% | 226 | -1,713 | -2.24% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 74,806 | 15,795 | 0.08% | 0.08% | 227 | +3,944 | 5.57% | Q1 2026 | May 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 73,910 | 15,674 | 2.1% | 2.1% | 228 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Invst, LLC | History | Reduced | 73,869 | 15,597 | 1.76% | 2.12% | 229 | -17,953 | -19.55% | Q1 2026 | May 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 73,110 | 15,437 | 2.17% | 2.98% | 230 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 72,597 | 15,328 | 0.18% | 0.18% | 231 | -2,492 | -3.32% | Q1 2026 | May 06, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 72,579 | 15,325 | 2.26% | 2.93% | 232 | -2,572 | -3.42% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 72,158 | 15,236 | 0.02% | 0.02% | 233 | +2,946 | 4.26% | Q1 2026 | May 13, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 71,538 | 15,105 | 9.29% | 9.35% | 234 | +1,261 | 1.79% | Q1 2026 | Apr 21, 2026 |
| Lansing Street Advisors | History | Added to | 70,637 | 14,914 | 3.76% | 3.72% | 235 | +1,921 | 2.8% | Q1 2026 | Apr 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 70,489 | 14,883 | 2.3% | 2.54% | 236 | -2,518 | -3.45% | Q1 2026 | May 06, 2026 |
| FineMark National Bank & Trust | History | No change | 70,134 | 14,873 | 0.46% | 0.46% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Reduced | 69,367 | 14,646 | 1.27% | 1.17% | 238 | -679 | -0.97% | Q1 2026 | Apr 15, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 69,159 | 14,602 | 0.39% | 0.36% | 239 | +1,933 | 2.88% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 69,142 | 14,599 | 0.2% | 0.16% | 240 | +11,213 | 19.36% | Q1 2026 | May 01, 2026 |
| Csenge Advisory Group | History | Reduced | 69,142 | 14,599 | 0.67% | 0.7% | 241 | -4,193 | -5.72% | Q1 2026 | Apr 30, 2026 |
| Kilter Group LLC | History | Added to | 68,954 | 14,559 | 6.27% | 6.02% | 242 | +4,672 | 7.27% | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | Added to | 68,122 | 14,383 | 1.7% | 1.72% | 243 | +657 | 0.97% | Q1 2026 | Apr 15, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 65,861 | 14,297 | 6.41% | 6.45% | 244 | -276 | -0.42% | Q1 2026 | Apr 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 67,702 | 14,295 | 0.92% | 0.9% | 245 | +2,629 | 4.04% | Q1 2026 | Apr 16, 2026 |
| GTS SECURITIES LLC | History | New | 67,344 | 14,224 | 0.5% | — | 246 | +67,344 | New | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 66,079 | 13,952 | 0.36% | 0.39% | 247 | -4,141 | -5.9% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 65,691 | 13,871 | 0.39% | 0.31% | 248 | +13,316 | 25.42% | Q1 2026 | May 12, 2026 |
| Archer Investment Management, LLC | History | Added to | 65,657 | 13,863 | 5.83% | 2.01% | 249 | +48,025 | 272.37% | Q1 2026 | Apr 08, 2026 |
| BKM Wealth Management, LLC | History | Added to | 65,220 | 13,771 | 5.03% | 5.01% | 250 | +659 | 1.02% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 65,116 | 13,749 | 0.33% | 0.32% | 251 | +1,596 | 2.51% | Q1 2026 | Apr 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 64,177 | 13,550 | 0.3% | 0.29% | 252 | -491 | -0.76% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 63,498 | 13,407 | 0.06% | 0.04% | 253 | +2,467 | 4.04% | Q1 2026 | May 14, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 62,947 | 13,291 | 0.28% | 0.27% | 254 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 62,807 | 13,261 | 1.61% | 1.62% | 255 | -527 | -0.83% | Q1 2026 | Apr 23, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 62,423 | 13,180 | 0.78% | 0.05% | 256 | +58,558 | 1515.08% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 61,979 | 13,086 | 0.58% | 0.6% | 257 | +1,309 | 2.16% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 61,835 | 13,056 | 0.3% | 0.28% | 258 | +34,511 | 126.3% | Q1 2026 | Apr 27, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 61,561 | 13,010 | 3.08% | 3.03% | 259 | -85 | -0.14% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 61,292 | 12,941 | 0.28% | 0.26% | 260 | +4,992 | 8.87% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 60,926 | 12,866 | 0.1% | 0.1% | 261 | +455 | 0.75% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 59,317 | 12,524 | 0.46% | 0.48% | 262 | -976 | -1.62% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 55,281 | 12,425 | 0.33% | 0.34% | 263 | +17,282 | 45.48% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 58,299 | 12,309 | 0.22% | 0.22% | 264 | +570 | 0.99% | Q1 2026 | May 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 57,649 | 12,172 | 3.49% | 3.67% | 265 | -2,694 | -4.46% | Q1 2026 | May 14, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 57,163 | 12,070 | 3.9% | 4.43% | 266 | -5,882 | -9.33% | Q1 2026 | May 01, 2026 |
| American Wealth Advisors, LLC | History | Added to | 56,953 | 12,025 | 12.53% | 11.68% | 267 | +832 | 1.48% | Q1 2026 | Apr 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 55,110 | 11,636 | 2.93% | 3.47% | 268 | +1,367 | 2.54% | Q1 2026 | May 08, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 53,933 | 11,387 | 6.48% | — | 269 | +53,933 | New | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 53,885 | 11,377 | 0.5% | 0.5% | 270 | +1,026 | 1.94% | Q1 2026 | Apr 09, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 53,792 | 11,358 | 1.02% | 1.08% | 271 | +9,848 | 22.41% | Q1 2026 | May 12, 2026 |
| May Hill Capital, LLC | History | Reduced | 53,757 | 11,350 | 2.85% | 3.14% | 272 | -1,253 | -2.28% | Q1 2026 | May 06, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 53,694 | 11,337 | 0.33% | 0.36% | 273 | -2,846 | -5.03% | Q1 2026 | Apr 14, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 53,278 | 11,249 | 2.85% | 3.01% | 274 | -928 | -1.71% | Q1 2026 | Apr 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 53,138 | 11,220 | 3.95% | 9.16% | 275 | -68,032 | -56.15% | Q1 2026 | Apr 08, 2026 |
| hemming& Wealth Management, Inc. | History | Reduced | 53,000 | 11,190 | 7.81% | 12.4% | 276 | -32,458 | -37.98% | Q1 2026 | Apr 24, 2026 |
| Nvest Financial, LLC | History | Added to | 52,394 | 11,063 | 4.12% | 4.42% | 277 | +2,276 | 4.54% | Q1 2026 | Apr 28, 2026 |
| Broadview Financial Management, LLC | History | Added to | 51,963 | 10,972 | 7.49% | 7.37% | 278 | +57 | 0.11% | Q1 2026 | May 04, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 51,943 | 10,967 | 10.85% | 10.67% | 280 | +248 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Net Worth Advisory Group | History | Added to | 51,942 | 10,967 | 2.27% | 2.22% | 279 | +132 | 0.25% | Q1 2026 | May 05, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 51,905 | 10,959 | 11.13% | 11.03% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Management Group, Inc. | History | Reduced | 51,514 | 10,877 | 1.76% | 1.77% | 282 | -76 | -0.15% | Q1 2026 | May 15, 2026 |
| Daviman Financial, LLC | History | Added to | 51,252 | 10,821 | 6.4% | 6.22% | 283 | +1,256 | 2.51% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 50,980 | 10,764 | 0.0% | 0.0% | 284 | +10,915 | 27.24% | Q1 2026 | May 13, 2026 |
| BANK OF STOCKTON | History | Reduced | 50,741 | 10,713 | 3.31% | 3.31% | 285 | -3,855 | -7.06% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | Added to | 50,700 | 10,705 | 0.0% | 0.0% | 286 | +100 | 0.2% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 50,216 | 10,602 | 0.6% | 0.66% | 287 | +24,214 | 93.12% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 49,642 | 10,481 | 0.0% | 0.0% | 288 | +7,950 | 19.07% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Reduced | 49,609 | 10,474 | 1.18% | 1.31% | 289 | -3,822 | -7.15% | Q1 2026 | May 14, 2026 |
| Arlington Trust Co LLC | History | Added to | 49,297 | 10,409 | 0.92% | 1.06% | 290 | +393 | 0.8% | Q1 2026 | Apr 08, 2026 |
| True Vision MN LLC | History | Reduced | 49,229 | 10,394 | 5.36% | 5.46% | 291 | -1,455 | -2.87% | Q1 2026 | Apr 16, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 49,174 | 10,383 | 2.24% | — | 292 | +49,174 | New | Q1 2026 | May 13, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 49,012 | 10,348 | 1.43% | 1.43% | 293 | -123 | -0.25% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 48,851 | 10,314 | 3.25% | 3.19% | 294 | +1,990 | 4.25% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 48,569 | 10,255 | 0.02% | 0.02% | 295 | +9,887 | 25.56% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 48,517 | 10,244 | 0.22% | 0.19% | 296 | +4,400 | 9.97% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 48,283 | 10,194 | 1.04% | 1.04% | 297 | -337 | -0.69% | Q1 2026 | May 04, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 47,974 | 10,129 | 1.85% | 1.86% | 298 | +963 | 2.05% | Q1 2026 | Apr 17, 2026 |
| Graham Capital Management, L.P. | History | New | 47,750 | 10,082 | 0.24% | — | 299 | +47,750 | New | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Reduced | 47,410 | 10,011 | 1.09% | 1.08% | 300 | -854 | -1.77% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 46,312 | 9,778 | 0.31% | 0.38% | 301 | -2,666 | -5.44% | Q1 2026 | May 07, 2026 |
| HB Wealth Management, LLC | History | Reduced | 45,806 | 9,672 | 0.06% | 0.07% | 302 | -3,649 | -7.38% | Q1 2026 | Apr 27, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 45,666 | 9,642 | 0.85% | 0.77% | 303 | +4,335 | 10.49% | Q1 2026 | May 12, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 45,564 | 9,620 | 7.01% | 6.89% | 304 | +602 | 1.34% | Q1 2026 | Apr 21, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 44,265 | 9,346 | 2.48% | 2.25% | 305 | +4,258 | 10.64% | Q1 2026 | Apr 16, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 44,811 | 9,304 | 0.55% | 0.52% | 306 | -1,446 | -3.13% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 43,998 | 9,290 | 1.06% | 0.04% | 307 | +36,929 | 522.41% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 43,974 | 9,285 | 0.22% | 0.23% | 308 | -131 | -0.3% | Q1 2026 | May 04, 2026 |
| DT Investment Partners, LLC | History | No change | 43,950 | 9,280 | 0.77% | 0.77% | 309 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 43,751 | 9,238 | 0.58% | 0.68% | 310 | -4,436 | -9.21% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Reduced | 43,477 | 9,180 | 1.55% | 1.76% | 311 | -3,589 | -7.63% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 43,461 | 9,176 | 0.59% | 0.67% | 312 | -5,175 | -10.64% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 43,151 | 9,111 | 0.11% | 0.11% | 313 | +5,741 | 15.35% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | Reduced | 42,252 | 8,921 | 0.12% | 0.14% | 314 | -5,688 | -11.86% | Q1 2026 | May 11, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 41,978 | 8,863 | 0.54% | 0.58% | 315 | -2,327 | -5.25% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 41,965 | 8,861 | 0.16% | 0.17% | 316 | +401 | 0.96% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 41,765 | 8,857 | 0.57% | 0.57% | 317 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Cresset Asset Management, LLC | History | Added to | 41,390 | 8,739 | 0.04% | 0.04% | 318 | +1,746 | 4.4% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 41,042 | 8,665 | 0.02% | 0.02% | 319 | -1,027 | -2.44% | Q1 2026 | May 08, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 40,927 | 8,641 | 7.15% | 7.33% | 320 | +420 | 1.04% | Q1 2026 | Apr 29, 2026 |
| Integrated Advisors Network LLC | History | Added to | 40,873 | 8,630 | 0.45% | 0.23% | 321 | +15,887 | 63.58% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 40,117 | 8,470 | 0.48% | 0.5% | 322 | +688 | 1.74% | Q1 2026 | Apr 30, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 39,547 | 8,350 | 6.82% | 6.03% | 323 | +6,697 | 20.39% | Q1 2026 | May 11, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 39,521 | 8,344 | 0.49% | 0.5% | 324 | +1,621 | 4.28% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 39,463 | 8,332 | 0.22% | 0.0% | 325 | +38,666 | 4851.44% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 39,412 | 8,321 | 0.01% | 0.01% | 326 | +108 | 0.27% | Q1 2026 | May 13, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 37,608 | 8,281 | 3.62% | 3.88% | 327 | -5,324 | -12.4% | Q1 2026 | May 04, 2026 |
| Lantz Financial LLC | History | Added to | 39,099 | 8,255 | 1.71% | 1.73% | 328 | +491 | 1.27% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 38,795 | 8,191 | 0.29% | 0.45% | 329 | -22,564 | -36.77% | Q1 2026 | Apr 14, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 38,460 | 8,121 | 2.64% | 2.53% | 330 | -312 | -0.8% | Q1 2026 | May 07, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 38,433 | 8,115 | 2.98% | 2.81% | 331 | +3,000 | 8.47% | Q1 2026 | Apr 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 37,736 | 7,967 | 0.57% | 0.57% | 332 | +392 | 1.05% | Q1 2026 | May 15, 2026 |
| AtlasMark Financial, Inc | History | No change | 37,560 | 7,965 | 5.14% | 5.14% | 333 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 37,311 | 7,912 | 0.0% | 0.0% | 334 | +232 | 0.63% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 37,365 | 7,889 | 0.25% | 0.26% | 335 | -715 | -1.88% | Q1 2026 | Apr 27, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 36,986 | 7,809 | 0.12% | 0.12% | 336 | +2 | 0.01% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 34,367 | 7,691 | 1.03% | 0.87% | 337 | +8,547 | 33.1% | Q1 2026 | May 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 34,708 | 7,666 | 0.53% | 0.64% | 338 | -6,600 | -15.98% | Q1 2026 | Apr 29, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 36,233 | 7,650 | 4.45% | 2.81% | 339 | +14,882 | 69.7% | Q1 2026 | Apr 15, 2026 |
| Adirondack Capital Advisors, LLC | History | Reduced | 36,200 | 7,643 | 4.91% | 5.18% | 340 | -138 | -0.38% | Q1 2026 | Apr 09, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 35,879 | 7,575 | 0.54% | 0.52% | 341 | +131 | 0.37% | Q1 2026 | Apr 10, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 35,833 | 7,566 | 0.56% | 0.89% | 342 | -22,967 | -39.06% | Q1 2026 | Apr 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 35,716 | 7,541 | 2.3% | 2.42% | 343 | -514 | -1.42% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 35,708 | 7,539 | 0.48% | 0.48% | 344 | +1,681 | 4.94% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 35,528 | 7,534 | 0.15% | 0.15% | 345 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 35,491 | 7,493 | 3.06% | 3.02% | 346 | +1,095 | 3.18% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 35,081 | 7,439 | 0.36% | 0.35% | 347 | -90 | -0.26% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Added to | 34,689 | 7,324 | 0.36% | 0.33% | 348 | +2,969 | 9.36% | Q1 2026 | May 05, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 34,515 | 7,287 | 7.24% | 8.43% | 349 | -5,271 | -13.25% | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 34,465 | 7,277 | 0.03% | 0.03% | 350 | -1,157 | -3.25% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 34,426 | 7,271 | 0.27% | 0.91% | 351 | +7,632 | 28.48% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 34,306 | 7,243 | 0.2% | 0.19% | 352 | +408 | 1.2% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 34,158 | 7,212 | 0.0% | 0.0% | 353 | +21,912 | 178.93% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | Added to | 33,773 | 7,131 | 0.06% | 0.05% | 354 | +3,334 | 10.95% | Q1 2026 | May 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 33,450 | 7,062 | 0.22% | 0.25% | 355 | -3,180 | -8.68% | Q1 2026 | May 11, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 33,323 | 7,036 | 0.64% | 0.69% | 356 | -544 | -1.61% | Q1 2026 | Apr 23, 2026 |
| SCS Capital Management LLC | History | Reduced | 33,186 | 7,007 | 0.07% | 0.07% | 357 | -23 | -0.07% | Q1 2026 | May 11, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 32,462 | 6,854 | 1.8% | 1.88% | 358 | -1,950 | -5.67% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 32,291 | 6,818 | 0.1% | 0.11% | 359 | -1,054 | -3.16% | Q1 2026 | Apr 10, 2026 |
| VICUS CAPITAL | History | Reduced | 32,184 | 6,795 | 0.5% | 0.53% | 360 | -852 | -2.58% | Q1 2026 | Apr 22, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 31,813 | 6,717 | 2.02% | 2.11% | 361 | -1,506 | -4.52% | Q1 2026 | Apr 20, 2026 |
| Pandora Wealth, Inc. | History | No change | 31,659 | 6,713 | 4.08% | 4.08% | 362 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 31,764 | 6,706 | 0.03% | 0.03% | 363 | +2,897 | 10.04% | Q1 2026 | May 13, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 31,247 | 6,597 | 0.1% | 0.09% | 364 | +233 | 0.75% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 31,081 | 6,562 | 0.05% | 0.05% | 365 | -393 | -1.25% | Q1 2026 | May 01, 2026 |
| 5T Wealth, LLC | History | Reduced | 30,920 | 6,528 | 2.58% | 2.65% | 366 | -397 | -1.27% | Q1 2026 | Apr 13, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 30,896 | 6,523 | 5.21% | 5.01% | 367 | +91 | 0.3% | Q1 2026 | May 11, 2026 |
| EQUITABLE TRUST CO | History | No change | 30,874 | 6,519 | 0.3% | 0.29% | 368 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 30,736 | 6,489 | 0.62% | 0.63% | 369 | +98 | 0.32% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | New | 30,262 | 6,389 | 0.09% | — | 370 | +30,262 | New | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 30,090 | 6,354 | 0.1% | 0.1% | 371 | +1,478 | 5.17% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 30,038 | 6,342 | 0.49% | 0.52% | 372 | -2,097 | -6.53% | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 29,828 | 6,298 | 0.21% | 0.21% | 373 | -124 | -0.41% | Q1 2026 | May 14, 2026 |
| W ADVISORS, LLC | History | Reduced | 29,307 | 6,188 | 3.17% | 3.25% | 374 | -1,144 | -3.76% | Q1 2026 | Apr 29, 2026 |
| Pathway Financial Advisors LLC | History | No change | 29,079 | 6,160 | 0.76% | 0.79% | 375 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 29,096 | 6,143 | 0.17% | 0.2% | 376 | -3,365 | -10.37% | Q1 2026 | May 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 28,929 | 6,108 | 3.1% | 3.27% | 377 | +119 | 0.41% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 28,609 | 6,040 | 0.06% | 0.01% | 379 | +26,017 | 1003.74% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 28,609 | 6,040 | 0.01% | 0.01% | 378 | +527 | 1.88% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 28,545 | 6,027 | 2.65% | 2.8% | 380 | -515 | -1.77% | Q1 2026 | Apr 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 28,264 | 5,968 | 0.41% | 0.39% | 381 | -1,226 | -4.16% | Q1 2026 | May 21, 2026 |
| Falcon Wealth Planning | History | Reduced | 28,099 | 5,933 | 0.4% | 0.52% | 382 | -802 | -2.77% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 28,494 | 5,916 | 0.37% | 0.34% | 383 | -6,545 | -18.68% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | Added to | 27,986 | 5,909 | 0.06% | 0.04% | 384 | +7,760 | 38.37% | Q1 2026 | Apr 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 27,846 | 5,879 | 0.49% | 0.54% | 385 | -936 | -3.25% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Added to | 27,706 | 5,850 | 0.4% | 0.4% | 386 | +2,267 | 8.91% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 27,590 | 5,822 | 0.73% | — | 387 | +27,590 | New | Q1 2026 | May 18, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 27,466 | 5,799 | 0.63% | 0.62% | 388 | +322 | 1.19% | Q1 2026 | Apr 23, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 27,063 | 5,714 | 1.71% | 1.77% | 389 | -47 | -0.17% | Q1 2026 | Apr 29, 2026 |
| Stenger Family Office, LLC | History | No change | 27,050 | 5,711 | 1.01% | 1.18% | 390 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 26,887 | 5,677 | 3.06% | 3.47% | 391 | -2,591 | -8.79% | Q1 2026 | May 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 26,841 | 5,667 | 1.88% | 1.66% | 392 | +5,358 | 24.94% | Q1 2026 | May 12, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 26,751 | 5,648 | 1.28% | 1.28% | 393 | -60 | -0.22% | Q1 2026 | Apr 15, 2026 |
| Chatterton & Associates Inc. | History | Added to | 25,531 | 5,542 | 3.88% | 3.98% | 394 | +3,586 | 16.34% | Q1 2026 | Apr 20, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 26,244 | 5,541 | 4.6% | 5.01% | 395 | -2,152 | -7.58% | Q1 2026 | May 14, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 26,113 | 5,513 | 0.64% | 0.55% | 396 | +3,587 | 15.92% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | Added to | 25,857 | 5,459 | 0.1% | 0.1% | 397 | +983 | 3.95% | Q1 2026 | Apr 16, 2026 |
| Efficient Advisors, LLC | History | Reduced | 25,815 | 5,450 | 0.39% | 0.33% | 398 | -820 | -3.08% | Q1 2026 | Apr 29, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 25,705 | 5,427 | 1.9% | 2.0% | 399 | -1,574 | -5.77% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 25,701 | 5,426 | 0.01% | 0.02% | 400 | -3,887 | -13.14% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 25,662 | 5,418 | 1.22% | 1.14% | 401 | +1,019 | 4.14% | Q1 2026 | Apr 10, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 25,589 | 5,403 | 5.6% | 5.34% | 402 | +417 | 1.66% | Q1 2026 | Apr 09, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 25,136 | 5,307 | 0.09% | 0.09% | 403 | -1,388 | -5.23% | Q1 2026 | Apr 21, 2026 |
| Redwood Investment Management, LLC | History | Added to | 24,940 | 5,266 | 0.65% | 0.42% | 404 | +7,147 | 40.17% | Q1 2026 | May 14, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 24,899 | 5,257 | 0.76% | 0.75% | 405 | -45 | -0.18% | Q1 2026 | Apr 21, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 24,624 | 5,199 | 3.28% | 3.42% | 406 | -861 | -3.38% | Q1 2026 | Apr 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 24,575 | 5,189 | 0.03% | 0.03% | 407 | -2,217 | -8.27% | Q1 2026 | Apr 30, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 24,445 | 5,161 | 1.87% | 1.7% | 408 | +448 | 1.87% | Q1 2026 | May 12, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 24,392 | 5,150 | 1.83% | 1.76% | 409 | +683 | 2.88% | Q1 2026 | May 05, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 23,034 | 5,149 | 3.01% | 6.59% | 410 | -21,550 | -48.34% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 23,169 | 5,145 | 0.07% | 0.06% | 411 | +931 | 4.19% | Q1 2026 | May 06, 2026 |
| Clarus Wealth Advisors | History | Reduced | 24,196 | 5,131 | 2.19% | 2.21% | 412 | -363 | -1.48% | Q1 2026 | Apr 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 23,930 | 5,052 | 0.58% | 0.86% | 413 | -11,389 | -32.25% | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 23,916 | 5,049 | 0.39% | 0.42% | 414 | -1,790 | -6.96% | Q1 2026 | Apr 24, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 23,740 | 5,012 | 0.13% | 0.14% | 415 | -316 | -1.31% | Q1 2026 | Apr 16, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 23,511 | 4,964 | 2.38% | 2.46% | 416 | -468 | -1.95% | Q1 2026 | Apr 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 23,435 | 4,948 | 0.2% | 0.16% | 417 | +2,996 | 14.66% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 23,423 | 4,945 | 0.0% | 0.0% | 418 | -138 | -0.59% | Q1 2026 | May 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 23,384 | 4,937 | 1.0% | 0.99% | 419 | -368 | -1.55% | Q1 2026 | Apr 15, 2026 |
| Avestar Capital, LLC | History | Reduced | 23,166 | 4,891 | 0.31% | 0.32% | 420 | -223 | -0.95% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 23,152 | 4,888 | 0.28% | 0.29% | 421 | +259 | 1.13% | Q1 2026 | Apr 29, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 22,858 | 4,826 | 1.43% | 1.47% | 422 | -103 | -0.45% | Q1 2026 | May 06, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 22,815 | 4,817 | 2.08% | 2.15% | 423 | -354 | -1.53% | Q1 2026 | May 07, 2026 |
| WealthPoint Financial, LLC | History | No change | 22,661 | 4,805 | 4.18% | 4.18% | 424 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Apeiron RIA LLC | History | Reduced | 22,453 | 4,740 | 1.1% | 2.12% | 425 | -25,333 | -53.01% | Q1 2026 | Apr 27, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 22,396 | 4,728 | 0.78% | 0.77% | 426 | +1,267 | 6.0% | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | Added to | 22,355 | 4,720 | 0.34% | 0.34% | 427 | +14 | 0.06% | Q1 2026 | May 05, 2026 |
| Lighthouse Financial LLC | History | Reduced | 22,235 | 4,694 | 2.83% | 3.41% | 428 | -2,350 | -9.56% | Q1 2026 | May 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 22,220 | 4,691 | 0.99% | 0.93% | 429 | +1,347 | 6.45% | Q1 2026 | May 05, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 22,194 | 4,686 | 3.56% | 3.38% | 430 | +457 | 2.1% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 22,028 | 4,651 | 0.21% | 0.09% | 431 | +12,962 | 142.97% | Q1 2026 | May 05, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 21,600 | 4,560 | 3.53% | 3.46% | 432 | +1,227 | 6.02% | Q1 2026 | May 14, 2026 |
| PEOPLES BANK /OH | History | Reduced | 21,587 | 4,558 | 2.8% | 2.91% | 433 | -550 | -2.48% | Q1 2026 | Apr 24, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 21,516 | 4,543 | 0.94% | 0.94% | 434 | -62 | -0.29% | Q1 2026 | Apr 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 21,242 | 4,485 | 1.76% | 1.48% | 435 | +4,073 | 23.72% | Q1 2026 | May 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 21,239 | 4,484 | 1.39% | 1.4% | 436 | +718 | 3.5% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 21,213 | 4,479 | 0.01% | 0.01% | 437 | -1,354 | -6.0% | Q1 2026 | May 06, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 21,157 | 4,467 | 2.11% | 2.11% | 438 | -199 | -0.93% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 21,116 | 4,458 | 0.35% | 0.33% | 439 | +524 | 2.54% | Q1 2026 | Apr 23, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 20,919 | 4,436 | 2.48% | 2.48% | 440 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 20,963 | 4,426 | 0.12% | 0.12% | 442 | +746 | 3.69% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 20,873 | 4,426 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 20,883 | 4,409 | 0.05% | 0.06% | 443 | -921 | -4.22% | Q1 2026 | May 08, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 20,865 | 4,405 | 2.53% | 2.57% | 444 | -632 | -2.94% | Q1 2026 | May 01, 2026 |
| Mosley Wealth Management | History | Added to | 21,254 | 4,389 | 1.99% | 2.01% | 445 | +177 | 0.84% | Q1 2026 | Apr 27, 2026 |
| EDGAR LOMAX CO/VA | History | Reduced | 20,740 | 4,379 | 0.31% | 0.44% | 446 | -6,813 | -24.73% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | Reduced | 20,702 | 4,371 | 0.19% | 0.2% | 447 | -157 | -0.75% | Q1 2026 | May 08, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 20,691 | 4,368 | 2.05% | 2.0% | 448 | +208 | 1.02% | Q1 2026 | Apr 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 20,610 | 4,351 | 0.08% | 0.08% | 449 | +292 | 1.44% | Q1 2026 | May 01, 2026 |
| MSH Capital Advisors LLC | History | Added to | 20,563 | 4,341 | 0.92% | 0.9% | 450 | +664 | 3.34% | Q1 2026 | May 08, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 20,504 | 4,329 | 0.69% | 0.34% | 451 | +10,755 | 110.32% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 19,402 | 4,324 | 0.08% | 0.09% | 452 | -3,052 | -13.59% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 20,380 | 4,303 | 0.19% | 0.12% | 453 | +7,892 | 63.2% | Q1 2026 | Apr 21, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 20,288 | 4,283 | 2.57% | 2.22% | 454 | -595 | -2.85% | Q1 2026 | Apr 15, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 20,183 | 4,261 | 0.95% | 0.97% | 455 | +524 | 2.67% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 19,252 | 4,238 | 0.09% | 0.12% | 456 | -2,590 | -11.86% | Q1 2026 | May 04, 2026 |
| WESBANCO BANK INC | History | Reduced | 19,871 | 4,195 | 0.12% | 0.12% | 457 | -432 | -2.13% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 19,852 | 4,191 | 0.15% | 0.18% | 458 | -3,651 | -15.53% | Q1 2026 | Apr 28, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 19,690 | 4,157 | 1.41% | 1.46% | 459 | +57 | 0.29% | Q1 2026 | Apr 17, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 19,585 | 4,135 | 0.8% | 0.7% | 460 | -2,650 | -11.92% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 19,466 | 4,110 | 1.21% | 1.21% | 461 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| XY Planning Network, Inc. | History | Added to | 19,384 | 4,099 | 0.65% | 0.55% | 462 | +4,565 | 30.81% | Q1 2026 | Apr 14, 2026 |
| Anson Capital, Inc. | History | Added to | 19,347 | 4,085 | 2.79% | 2.92% | 463 | +433 | 2.29% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 19,280 | 4,070 | 0.57% | 0.58% | 464 | -884 | -4.38% | Q1 2026 | May 15, 2026 |
| Hudson Capital Management LLC | History | Reduced | 19,266 | 4,068 | 1.05% | 1.09% | 465 | -1,298 | -6.31% | Q1 2026 | Apr 13, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 19,242 | 4,063 | 1.66% | 1.69% | 466 | -303 | -1.55% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Added to | 19,227 | 4,059 | 0.12% | 0.04% | 467 | +12,099 | 169.74% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 19,113 | 4,035 | 0.09% | 0.08% | 468 | +3,047 | 18.97% | Q1 2026 | May 15, 2026 |
| BTC Capital Management, Inc. | History | Added to | 19,094 | 4,031 | 0.27% | 0.28% | 469 | +57 | 0.3% | Q1 2026 | Apr 20, 2026 |
| Heritage Wealth Advisors | History | No change | 19,058 | 4,024 | 0.16% | 0.15% | 470 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 19,035 | 4,019 | 0.1% | 0.09% | 471 | -60 | -0.31% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 18,958 | 4,003 | 0.53% | 0.5% | 472 | +2,556 | 15.58% | Q1 2026 | May 11, 2026 |
| ROGCO, LP | History | No change | 18,926 | 3,996 | 1.33% | 1.33% | 473 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SFI Advisors, LLC | History | Reduced | 18,744 | 3,957 | 4.16% | 4.12% | 474 | -11,578 | -38.18% | Q1 2026 | May 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 18,729 | 3,954 | 0.51% | 0.47% | 475 | +977 | 5.5% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 18,559 | 3,916 | 0.04% | 0.06% | 476 | -4,611 | -19.9% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 18,479 | 3,901 | 0.14% | 0.14% | 477 | +960 | 5.48% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 18,389 | 3,882 | 0.14% | 0.16% | 478 | +2,091 | 12.83% | Q1 2026 | May 19, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 18,353 | 3,875 | 1.44% | 1.58% | 479 | -1,069 | -5.5% | Q1 2026 | Apr 20, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 18,295 | 3,862 | 1.25% | 1.29% | 480 | -489 | -2.6% | Q1 2026 | Apr 08, 2026 |
| Investment Advisory Group, LLC | History | Added to | 18,032 | 3,807 | 0.97% | 0.98% | 481 | +82 | 0.46% | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 17,968 | 3,793 | 0.21% | 0.2% | 482 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 17,923 | 3,784 | 1.78% | 1.68% | 483 | -43 | -0.24% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 17,894 | 3,778 | 0.09% | 0.09% | 484 | -1,438 | -7.44% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 17,857 | 3,770 | 0.01% | — | 485 | +17,857 | New | Q1 2026 | May 12, 2026 |
| Bare Financial Services, Inc | History | Reduced | 17,853 | 3,769 | 1.0% | 1.09% | 486 | -554 | -3.01% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Reduced | 17,701 | 3,737 | 0.3% | 0.34% | 487 | -3,144 | -15.08% | Q1 2026 | Apr 10, 2026 |
| EQ LLC | History | Added to | 17,605 | 3,717 | 1.05% | 1.03% | 488 | +821 | 4.89% | Q1 2026 | May 06, 2026 |
| Sage Investment Advisers LLC | History | Reduced | 17,545 | 3,710 | 2.75% | 2.97% | 489 | -1,170 | -6.25% | Q1 2026 | Apr 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 17,494 | 3,693 | 0.06% | 0.07% | 490 | -451 | -2.51% | Q1 2026 | Apr 20, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 17,390 | 3,671 | 1.19% | 0.83% | 491 | +5,713 | 48.93% | Q1 2026 | May 04, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 17,325 | 3,658 | 0.29% | 0.3% | 492 | -757 | -4.19% | Q1 2026 | Apr 22, 2026 |
| Evercore Wealth Management, LLC | History | No change | 16,662 | 3,518 | 0.06% | 0.05% | 493 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 16,655 | 3,516 | 1.21% | 1.39% | 494 | -2,109 | -11.24% | Q1 2026 | Apr 22, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 16,590 | 3,503 | 1.47% | 1.57% | 496 | +973 | 6.23% | Q1 2026 | Apr 17, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 16,591 | 3,503 | 1.76% | 1.73% | 495 | -83 | -0.5% | Q1 2026 | May 06, 2026 |
| RKL Wealth Management LLC | History | Reduced | 16,533 | 3,491 | 0.31% | 0.3% | 497 | -852 | -4.9% | Q1 2026 | Apr 24, 2026 |
| National Philanthropic Trust | History | Reduced | 16,525 | 3,489 | 0.04% | 0.04% | 498 | -228 | -1.36% | Q1 2026 | May 15, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 16,258 | 3,432 | 1.88% | 1.84% | 499 | -46 | -0.28% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 16,251 | 3,431 | 0.0% | 0.0% | 500 | -5,542 | -25.43% | Q1 2026 | May 04, 2026 |
| SIMA Wealth Partners, LLC | History | New | 16,206 | 3,421 | 2.61% | — | 501 | +16,206 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 16,177 | 3,415 | 0.0% | — | 502 | +16,177 | New | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 16,129 | 3,405 | 0.07% | 0.1% | 503 | -5,811 | -26.49% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 16,081 | 3,398 | 1.06% | 0.7% | 504 | +5,778 | 56.08% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 16,037 | 3,386 | 0.06% | 0.13% | 505 | -7,654 | -32.31% | Q1 2026 | May 15, 2026 |
| J.M. Arbour, LLC | History | Reduced | 15,973 | 3,372 | 3.24% | 3.78% | 506 | -1,883 | -10.55% | Q1 2026 | Apr 21, 2026 |
| Midwest Trust Co | History | Added to | 15,901 | 3,357 | 0.04% | 0.04% | 507 | +78 | 0.49% | Q1 2026 | May 01, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 15,861 | 3,349 | 3.77% | 4.17% | 508 | -1,444 | -8.34% | Q1 2026 | Apr 14, 2026 |
| PCM Encore, LLC | History | Reduced | 15,835 | 3,343 | 0.69% | 0.76% | 509 | -950 | -5.66% | Q1 2026 | May 12, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 15,816 | 3,339 | 3.13% | 3.17% | 510 | -969 | -5.77% | Q1 2026 | May 08, 2026 |
| M Holdings Securities, Inc. | History | Added to | 15,000 | 3,315 | 0.22% | 0.21% | 511 | +1,189 | 8.61% | Q1 2026 | May 12, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 15,570 | 3,287 | 0.39% | 0.39% | 512 | -322 | -2.03% | Q1 2026 | Apr 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 15,534 | 3,280 | 0.07% | 0.08% | 513 | -411 | -2.58% | Q1 2026 | May 15, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 15,517 | 3,276 | 1.42% | 1.39% | 514 | +268 | 1.76% | Q1 2026 | May 05, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 15,455 | 3,263 | 0.25% | 0.22% | 515 | +2,657 | 20.76% | Q1 2026 | Apr 22, 2026 |
| Nolet Wealth Management, LLC | History | No change | 15,425 | 3,256 | 1.85% | 1.82% | 516 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,354 | 3,242 | 0.02% | 0.02% | 517 | -620 | -3.88% | Q1 2026 | May 05, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 15,253 | 3,220 | 1.2% | 1.25% | 518 | -404 | -2.58% | Q1 2026 | Apr 23, 2026 |
| ORG Partners LLC | History | No change | 15,151 | 3,213 | 0.57% | 0.57% | 519 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 15,214 | 3,212 | 0.87% | 0.92% | 520 | -110 | -0.72% | Q1 2026 | Apr 24, 2026 |
| Seneca House Advisors | History | Reduced | 15,183 | 3,205 | 1.27% | 1.21% | 521 | -92 | -0.6% | Q1 2026 | May 01, 2026 |
| Concorde Asset Management, LLC | History | No change | 15,090 | 3,200 | 1.28% | 1.28% | 522 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cadence Bank | History | No change | 15,054 | 3,192 | 0.19% | 0.19% | 523 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Garde Capital, Inc. | History | No change | 15,042 | 3,176 | 0.19% | 0.19% | 524 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 14,835 | 3,132 | 0.89% | 1.03% | 525 | -3,197 | -17.73% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 14,775 | 3,119 | 0.16% | 0.16% | 526 | +132 | 0.9% | Q1 2026 | Apr 15, 2026 |
| Asset Dedication, LLC | History | No change | 14,669 | 3,110 | 0.2% | 0.2% | 527 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Beacon Capital Management, LLC | History | Added to | 14,701 | 3,104 | 0.55% | 0.03% | 528 | +13,737 | 1425.0% | Q1 2026 | May 11, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 14,661 | 3,095 | 0.32% | 0.33% | 529 | +301 | 2.1% | Q1 2026 | May 06, 2026 |
| Coign Capital Advisors LLC | History | Added to | 14,655 | 3,094 | 1.63% | 1.56% | 530 | +630 | 4.49% | Q1 2026 | May 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 14,585 | 3,079 | 0.43% | 0.3% | 531 | +5,705 | 64.25% | Q1 2026 | May 08, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Reduced | 14,559 | 3,074 | 1.85% | 1.78% | 532 | -110 | -0.75% | Q1 2026 | May 11, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 14,519 | 3,065 | 0.82% | 0.86% | 533 | -1,150 | -7.34% | Q1 2026 | Apr 23, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 14,327 | 3,025 | 0.84% | 0.82% | 534 | -221 | -1.52% | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 14,308 | 3,021 | 0.04% | 0.05% | 535 | +343 | 2.46% | Q1 2026 | May 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 14,249 | 3,008 | 1.73% | 6.28% | 536 | -37,761 | -72.6% | Q1 2026 | Apr 08, 2026 |
| GenWealth Group, Inc. | History | Reduced | 14,166 | 2,991 | 0.51% | 0.52% | 537 | -21 | -0.15% | Q1 2026 | May 11, 2026 |
| ALLSTATE CORP | History | No change | 14,138 | 2,985 | 0.03% | 0.04% | 538 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 14,100 | 2,977 | 0.0% | 0.0% | 539 | +3,600 | 34.29% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 140,909 | 2,973 | 0.69% | 0.65% | 540 | +127,451 | 947.03% | Q1 2026 | May 13, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 13,989 | 2,953 | 0.86% | 0.77% | 541 | +1,595 | 12.87% | Q1 2026 | May 07, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 13,968 | 2,949 | 0.46% | 0.47% | 542 | -185 | -1.31% | Q1 2026 | Apr 13, 2026 |
| NWAM LLC | History | Added to | 13,916 | 2,938 | 0.17% | 0.16% | 543 | +357 | 2.63% | Q1 2026 | May 04, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 13,914 | 2,937 | 0.66% | 0.67% | 544 | +14 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 13,829 | 2,932 | 1.86% | 1.86% | 545 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vantage Point Financial LLC | History | Reduced | 13,810 | 2,915 | 1.02% | 1.27% | 546 | -2,921 | -17.46% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 13,782 | 2,909 | 1.0% | 1.07% | 547 | -270 | -1.92% | Q1 2026 | Apr 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 13,765 | 2,906 | 0.42% | 0.45% | 548 | -591 | -4.12% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 13,749 | 2,903 | 0.08% | 0.09% | 549 | +557 | 4.22% | Q1 2026 | Apr 09, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 13,698 | 2,892 | 0.01% | 0.01% | 550 | +1,649 | 13.69% | Q1 2026 | May 13, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 13,679 | 2,888 | 0.21% | 0.52% | 551 | -19,529 | -58.81% | Q1 2026 | Apr 16, 2026 |
| Guilbault Capital LLC | History | Added to | 13,682 | 2,888 | 3.16% | 3.14% | 552 | +463 | 3.5% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 13,665 | 2,885 | 0.05% | 0.04% | 553 | +2,755 | 25.25% | Q1 2026 | May 05, 2026 |
| Truepoint, Inc. | History | Reduced | 13,638 | 2,879 | 0.06% | 0.07% | 554 | -230 | -1.66% | Q1 2026 | May 08, 2026 |
| Saxony Capital Management, LLC | History | Added to | 13,554 | 2,861 | 1.66% | 1.29% | 555 | +3,609 | 36.29% | Q1 2026 | Apr 24, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 13,548 | 2,860 | 1.46% | 1.49% | 556 | -454 | -3.24% | Q1 2026 | Apr 17, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 13,403 | 2,830 | 1.55% | 1.49% | 557 | +593 | 4.63% | Q1 2026 | Apr 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 13,330 | 2,814 | 1.19% | 1.19% | 558 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 13,301 | 2,808 | 0.04% | 0.04% | 559 | +19 | 0.14% | Q1 2026 | May 13, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 13,242 | 2,796 | 0.66% | 0.66% | 560 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 13,222 | 2,791 | 1.99% | 1.95% | 561 | +346 | 2.69% | Q1 2026 | May 12, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 13,216 | 2,790 | 0.21% | 0.22% | 562 | +345 | 2.68% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 13,159 | 2,778 | 0.05% | 0.03% | 563 | +6,423 | 95.35% | Q1 2026 | Apr 17, 2026 |
| BANK OF HAWAII | History | Added to | 13,019 | 2,748 | 0.14% | 0.14% | 564 | +90 | 0.7% | Q1 2026 | May 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 12,836 | 2,710 | 0.28% | 0.29% | 565 | -184 | -1.41% | Q1 2026 | Apr 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 12,804 | 2,703 | 0.07% | 0.06% | 566 | +1,526 | 13.53% | Q1 2026 | Apr 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 12,743 | 2,690 | 1.78% | 1.93% | 567 | -620 | -4.64% | Q1 2026 | Apr 21, 2026 |
| Operose Advisors LLC | History | Reduced | 12,560 | 2,652 | 0.61% | 0.62% | 568 | -89 | -0.7% | Q1 2026 | May 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 12,480 | 2,646 | 0.77% | 0.77% | 569 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 12,455 | 2,629 | 0.04% | 0.04% | 570 | +921 | 7.99% | Q1 2026 | May 04, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 12,437 | 2,626 | 0.46% | 0.47% | 571 | -272 | -2.14% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 12,383 | 2,614 | 0.07% | 0.04% | 572 | +5,896 | 90.89% | Q1 2026 | May 11, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 12,346 | 2,606 | 0.14% | 0.13% | 573 | -60 | -0.48% | Q1 2026 | Apr 29, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 12,218 | 2,579 | 1.37% | — | 575 | +12,218 | New | Q1 2026 | May 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 12,162 | 2,579 | 1.15% | 1.15% | 574 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 12,122 | 2,578 | 1.51% | 1.53% | 576 | +4 | 0.03% | Q1 2026 | Apr 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 12,158 | 2,567 | 0.12% | 0.16% | 577 | -4,005 | -24.78% | Q1 2026 | May 18, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 12,125 | 2,560 | 0.12% | 0.14% | 578 | -3,214 | -20.95% | Q1 2026 | May 11, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 12,126 | 2,560 | 0.51% | 0.48% | 579 | +1,437 | 13.44% | Q1 2026 | May 01, 2026 |
| Capital Square, LLC | History | Added to | 11,588 | 2,556 | 1.18% | 0.99% | 580 | +2,461 | 26.96% | Q1 2026 | May 11, 2026 |
| Two West Capital Advisors LLC | History | Added to | 11,553 | 2,552 | 1.35% | 1.33% | 581 | +743 | 6.87% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | Added to | 12,069 | 2,548 | 0.05% | 0.02% | 582 | +7,787 | 181.85% | Q1 2026 | May 15, 2026 |
| Unify Financial Advisors | History | Added to | 12,038 | 2,541 | 2.64% | 2.05% | 583 | +2,747 | 29.57% | Q1 2026 | Apr 23, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 12,001 | 2,533 | 0.47% | 0.46% | 584 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 11,917 | 2,516 | 0.58% | 0.58% | 585 | -13 | -0.11% | Q1 2026 | Apr 17, 2026 |
| Vantus Wealth LLC | History | No change | 11,859 | 2,514 | 1.85% | 1.85% | 586 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 11,898 | 2,512 | 2.59% | 2.6% | 587 | +161 | 1.37% | Q1 2026 | Apr 23, 2026 |
| GWN SECURITIES INC. | History | Reduced | 11,880 | 2,508 | 0.48% | 0.52% | 588 | -141 | -1.17% | Q1 2026 | May 14, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 11,846 | 2,501 | 1.67% | 1.65% | 589 | +280 | 2.42% | Q1 2026 | Apr 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 11,824 | 2,496 | 0.31% | 0.3% | 590 | +176 | 1.51% | Q1 2026 | May 04, 2026 |
| AlTi Global, Inc. | History | Added to | 11,816 | 2,495 | 0.05% | 0.05% | 591 | +363 | 3.17% | Q1 2026 | May 07, 2026 |
| Westmount Partners, LLC | History | Added to | 11,689 | 2,468 | 0.61% | 0.34% | 593 | +5,207 | 80.33% | Q1 2026 | Apr 16, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 11,691 | 2,468 | 0.31% | 0.3% | 592 | -329 | -2.74% | Q1 2026 | May 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 11,637 | 2,457 | 0.91% | 0.73% | 594 | +2,093 | 21.93% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | Added to | 11,115 | 2,455 | 0.04% | 0.04% | 595 | +1,170 | 11.76% | Q1 2026 | Apr 20, 2026 |
| DAVIS SELECTED ADVISERS | History | Reduced | 11,624 | 2,454 | 0.01% | 0.12% | 596 | -115,429 | -90.85% | Q1 2026 | May 07, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 11,604 | 2,450 | 0.23% | 0.25% | 597 | -59 | -0.51% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 11,601 | 2,449 | 0.43% | 0.52% | 598 | -2,722 | -19.0% | Q1 2026 | Apr 17, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 11,545 | 2,437 | 0.03% | 0.03% | 599 | -510 | -4.23% | Q1 2026 | May 04, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 11,425 | 2,412 | 2.97% | 2.42% | 600 | +1,987 | 21.05% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 11,611 | 2,410 | 0.09% | 0.09% | 601 | +493 | 4.43% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 11,397 | 2,406 | 0.12% | 0.12% | 602 | -67 | -0.58% | Q1 2026 | May 04, 2026 |
| May Barnhard Investments LLC | History | Reduced | 11,368 | 2,400 | 1.17% | 1.14% | 603 | -36 | -0.32% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 11,342 | 2,394 | 0.83% | 0.97% | 604 | -1,197 | -9.55% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 11,273 | 2,380 | 0.26% | 0.14% | 605 | +4,800 | 74.15% | Q1 2026 | Apr 28, 2026 |
| Roble, Belko & Company, Inc | History | No change | 11,238 | 2,373 | 0.3% | 0.31% | 606 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,200 | 2,364 | 0.0% | 0.0% | 608 | -1,300 | -10.4% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 11,196 | 2,364 | 0.0% | 0.0% | 607 | +251 | 2.29% | Q1 2026 | May 06, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 11,187 | 2,362 | 1.41% | 1.36% | 609 | +510 | 4.78% | Q1 2026 | Apr 30, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 11,178 | 2,360 | 0.56% | 0.1% | 610 | +9,004 | 414.17% | Q1 2026 | Apr 20, 2026 |
| Cassilly Financial Group LLC | History | Added to | 11,166 | 2,357 | 2.05% | 2.03% | 611 | +350 | 3.24% | Q1 2026 | Apr 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 11,138 | 2,351 | 0.19% | 0.19% | 612 | -725 | -6.11% | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 11,086 | 2,340 | 0.16% | 0.2% | 613 | -732 | -6.19% | Q1 2026 | Apr 17, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 11,055 | 2,334 | 0.54% | 0.36% | 614 | +3,596 | 48.21% | Q1 2026 | Apr 28, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 11,043 | 2,331 | 0.27% | 0.29% | 615 | +239 | 2.21% | Q1 2026 | Apr 13, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 10,965 | 2,315 | 0.46% | 0.48% | 616 | -383 | -3.38% | Q1 2026 | May 11, 2026 |
| ARWA LLC | History | Added to | 10,637 | 2,309 | 1.14% | 0.87% | 617 | +3,609 | 51.35% | Q1 2026 | Apr 13, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 10,934 | 2,308 | 1.19% | 1.1% | 618 | +878 | 8.73% | Q1 2026 | May 13, 2026 |
| GenTrust, LLC | History | No change | 10,900 | 2,301 | 0.1% | 0.1% | 619 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 10,893 | 2,300 | 0.25% | 0.26% | 620 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 10,863 | 2,293 | 0.28% | 0.28% | 621 | +248 | 2.34% | Q1 2026 | Apr 17, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 10,736 | 2,266 | 0.27% | 0.26% | 622 | +2 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 10,490 | 2,214 | 1.18% | 1.34% | 623 | -972 | -8.48% | Q1 2026 | Apr 24, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 11,526 | 2,209 | 0.7% | 0.71% | 624 | -6,653 | -36.6% | Q1 2026 | Apr 23, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 10,359 | 2,187 | 0.0% | 0.0% | 625 | -470 | -4.34% | Q1 2026 | May 05, 2026 |
| Able Wealth Management LLC | History | Added to | 10,338 | 2,182 | 0.58% | 0.69% | 626 | +124 | 1.21% | Q1 2026 | Apr 24, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 10,310 | 2,176 | 0.67% | 0.62% | 627 | +333 | 3.34% | Q1 2026 | May 12, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 10,300 | 2,174 | 0.49% | 0.51% | 628 | -99 | -0.95% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 10,096 | 2,147 | 0.02% | 0.02% | 629 | -90 | -0.88% | Q1 2026 | Apr 28, 2026 |
| CLG LLC | History | Added to | 10,146 | 2,142 | 0.53% | 0.53% | 630 | +25 | 0.25% | Q1 2026 | May 14, 2026 |
| Tranquility Partners, LLC | History | Added to | 10,453 | 2,140 | 0.81% | 0.78% | 631 | +274 | 2.69% | Q1 2026 | Apr 20, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 10,107 | 2,134 | 0.53% | 0.54% | 632 | -468 | -4.43% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,076 | 2,127 | 0.04% | 0.04% | 633 | +1,437 | 16.63% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 10,063 | 2,124 | 0.02% | 0.02% | 634 | -474 | -4.5% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | Reduced | 10,056 | 2,123 | 0.18% | 0.18% | 635 | -701 | -6.52% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 10,051 | 2,122 | 0.18% | 0.18% | 636 | -115 | -1.13% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 9,965 | 2,104 | 0.03% | 0.03% | 637 | -2,531 | -20.25% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,928 | 2,096 | 0.13% | 0.12% | 638 | +912 | 10.12% | Q1 2026 | Apr 13, 2026 |
| COFG Advisors, LLC | History | Reduced | 9,930 | 2,096 | 0.52% | 0.52% | 639 | -45 | -0.45% | Q1 2026 | May 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 9,879 | 2,085 | 0.36% | 0.36% | 640 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TSFG, LLC | History | Added to | 9,829 | 2,075 | 0.31% | 0.31% | 641 | +62 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Leslie Global Wealth, LLC | History | New | 9,826 | 2,074 | 1.09% | — | 643 | +9,826 | New | Q1 2026 | May 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 9,827 | 2,074 | 1.07% | 0.85% | 642 | +2,152 | 28.04% | Q1 2026 | Apr 10, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 9,811 | 2,071 | 0.58% | 0.64% | 644 | -669 | -6.38% | Q1 2026 | Apr 16, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 9,805 | 2,070 | 0.04% | 0.05% | 645 | -2,428 | -19.85% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 9,768 | 2,062 | 0.04% | 0.05% | 646 | -1,093 | -10.06% | Q1 2026 | Apr 14, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 9,753 | 2,059 | 0.46% | 0.4% | 648 | +1,647 | 20.32% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,755 | 2,059 | 0.01% | 0.01% | 647 | -82 | -0.83% | Q1 2026 | Apr 15, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 9,715 | 2,051 | 1.98% | 1.96% | 649 | -134 | -1.36% | Q1 2026 | Apr 08, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 9,708 | 2,049 | 0.66% | 0.68% | 650 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 9,597 | 2,026 | 1.08% | 1.07% | 651 | -26 | -0.27% | Q1 2026 | Apr 27, 2026 |
| MA Private Wealth | History | Added to | 9,569 | 2,020 | 0.34% | 0.27% | 652 | +2,041 | 27.11% | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | Added to | 9,516 | 2,009 | 0.03% | 0.03% | 653 | +1,532 | 19.19% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,502 | 2,006 | 0.11% | 0.11% | 654 | +21 | 0.22% | Q1 2026 | Apr 24, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 8,925 | 2,001 | 0.04% | 0.04% | 655 | +328 | 3.82% | Q1 2026 | May 11, 2026 |
| Hirtle & Co., LLC | History | Reduced | 9,468 | 1,999 | 0.07% | 0.07% | 656 | -37 | -0.39% | Q1 2026 | May 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 9,431 | 1,991 | 0.26% | 0.29% | 657 | -265 | -2.73% | Q1 2026 | Apr 17, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 9,403 | 1,985 | 0.39% | 0.38% | 658 | -92 | -0.97% | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,297 | 1,966 | 0.14% | 0.14% | 659 | -250 | -2.62% | Q1 2026 | May 01, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 9,237 | 1,950 | 0.12% | 0.12% | 660 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,225 | 1,947 | 0.03% | 0.02% | 661 | +1,631 | 21.48% | Q1 2026 | May 12, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 9,209 | 1,944 | 0.57% | 0.58% | 662 | -280 | -2.95% | Q1 2026 | Apr 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 9,199 | 1,942 | 0.19% | 0.18% | 663 | -102 | -1.1% | Q1 2026 | May 01, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 9,144 | 1,930 | 0.4% | 0.43% | 664 | +2 | 0.02% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 9,139 | 1,929 | 0.04% | 0.04% | 665 | -321 | -3.39% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 9,134 | 1,928 | 0.12% | 0.12% | 666 | +76 | 0.84% | Q1 2026 | Apr 27, 2026 |
| FWG Investments, LLC. | History | Added to | 9,101 | 1,921 | 1.22% | 1.04% | 667 | +1,425 | 18.56% | Q1 2026 | Apr 21, 2026 |
| Gotham Asset Management, LLC | History | Added to | 9,091 | 1,919 | 0.01% | 0.01% | 668 | +2,358 | 35.02% | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 9,090 | 1,919 | 0.31% | 0.32% | 669 | +444 | 5.14% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 9,085 | 1,918 | 0.21% | 0.21% | 670 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 9,073 | 1,915 | 1.54% | 1.6% | 671 | -313 | -3.33% | Q1 2026 | Apr 27, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 9,058 | 1,912 | 0.27% | 0.44% | 672 | -5,521 | -37.87% | Q1 2026 | May 13, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 9,049 | 1,910 | 0.28% | 0.29% | 673 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | Added to | 8,943 | 1,888 | 1.02% | 1.04% | 674 | +5 | 0.06% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 8,939 | 1,887 | 0.01% | 0.01% | 675 | -2,135 | -19.28% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 8,873 | 1,873 | 0.0% | 0.0% | 676 | +1,318 | 17.45% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 8,856 | 1,872 | 0.14% | 0.15% | 677 | -465 | -4.99% | Q1 2026 | Apr 27, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 8,864 | 1,871 | 1.42% | 1.36% | 678 | +1,160 | 15.06% | Q1 2026 | Apr 27, 2026 |
| Procyon Advisors, LLC | History | Added to | 8,856 | 1,869 | 0.09% | 0.09% | 679 | +122 | 1.4% | Q1 2026 | May 04, 2026 |
| Finley Financial, LLC | History | No change | 8,835 | 1,865 | 0.87% | 0.86% | 680 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 8,829 | 1,864 | 0.49% | 0.53% | 681 | -44 | -0.5% | Q1 2026 | May 11, 2026 |
| CRA Financial Services, LLC | History | Added to | 8,790 | 1,855 | 0.24% | 0.23% | 682 | +356 | 4.22% | Q1 2026 | Apr 09, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 8,782 | 1,854 | 1.12% | 1.09% | 683 | +45 | 0.52% | Q1 2026 | May 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 8,768 | 1,851 | 0.81% | 0.96% | 684 | -1,082 | -10.98% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Management | History | Reduced | 8,757 | 1,849 | 2.12% | 2.25% | 685 | -667 | -7.08% | Q1 2026 | Apr 22, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 8,726 | 1,842 | 0.08% | 0.08% | 686 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 8,597 | 1,818 | 0.09% | 0.08% | 687 | +1,133 | 15.18% | Q1 2026 | Apr 27, 2026 |
| Forum Financial Management, LP | History | Reduced | 8,610 | 1,818 | 0.03% | 0.02% | 688 | -216 | -2.45% | Q1 2026 | Apr 23, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 8,520 | 1,798 | 0.57% | 0.64% | 689 | -207 | -2.37% | Q1 2026 | Apr 15, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 8,508 | 1,796 | 1.07% | 1.1% | 690 | -41 | -0.48% | Q1 2026 | Apr 23, 2026 |
| BigSur Wealth Management LLC | History | No change | 8,500 | 1,794 | 0.5% | 0.44% | 691 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 8,484 | 1,791 | 0.7% | 0.7% | 692 | -37 | -0.43% | Q1 2026 | May 12, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 8,452 | 1,784 | 0.05% | 0.05% | 693 | +583 | 7.41% | Q1 2026 | May 04, 2026 |
| Heritage Financial Services, LLC | History | No change | 8,411 | 1,783 | 0.15% | 0.15% | 694 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 8,373 | 1,781 | 0.04% | 0.04% | 695 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 8,412 | 1,776 | 0.19% | 0.32% | 696 | +278 | 3.42% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,279 | 1,748 | 0.09% | 0.1% | 697 | -196 | -2.31% | Q1 2026 | Apr 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,218 | 1,742 | 0.01% | 0.01% | 698 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Reduced | 8,246 | 1,739 | 0.09% | 0.34% | 699 | -28,300 | -77.44% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,233 | 1,738 | 0.06% | 0.07% | 700 | -474 | -5.44% | Q1 2026 | May 13, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 8,187 | 1,728 | 0.6% | 0.62% | 701 | -8 | -0.1% | Q1 2026 | May 14, 2026 |
| Braeburn Wealth Management LLC | History | Reduced | 8,177 | 1,726 | 0.99% | 0.9% | 702 | -97 | -1.17% | Q1 2026 | Apr 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 8,160 | 1,722 | 0.08% | 0.08% | 703 | +137 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 8,124 | 1,715 | 0.63% | 0.63% | 704 | -68 | -0.83% | Q1 2026 | May 08, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 8,109 | 1,712 | 1.57% | 1.57% | 705 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Rathbones Group PLC | History | Added to | 8,089 | 1,707 | 0.01% | 0.01% | 706 | +821 | 11.3% | Q1 2026 | May 12, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 8,063 | 1,702 | 1.15% | 1.2% | 707 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Forum Private Client Group LLC | History | Added to | 8,034 | 1,696 | 0.57% | 0.52% | 708 | +862 | 12.02% | Q1 2026 | May 13, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 8,023 | 1,694 | 0.48% | 0.47% | 709 | +23 | 0.29% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,951 | 1,678 | 0.15% | 0.13% | 710 | -2,631 | -24.86% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 7,930 | 1,674 | 0.13% | 0.13% | 711 | -27 | -0.34% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 7,924 | 1,673 | 0.08% | 0.08% | 712 | +416 | 5.54% | Q1 2026 | Apr 27, 2026 |
| Dentgroup LLC | History | No change | 7,875 | 1,670 | 1.15% | 1.15% | 713 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 7,890 | 1,665 | 0.37% | 0.4% | 714 | -43 | -0.54% | Q1 2026 | May 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 7,884 | 1,664 | 0.57% | 0.59% | 717 | -277 | -3.39% | Q1 2026 | Apr 01, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,881 | 1,664 | 0.05% | 0.05% | 715 | +99 | 1.27% | Q1 2026 | Apr 21, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 7,885 | 1,664 | 0.36% | 0.37% | 716 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 7,854 | 1,658 | 0.05% | 0.04% | 718 | +2,762 | 54.24% | Q1 2026 | Apr 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 7,761 | 1,638 | 0.02% | 0.02% | 719 | -465 | -5.65% | Q1 2026 | Apr 21, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 7,520 | 1,633 | 0.11% | 0.11% | 720 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DURANTE & WATERS, LLC | History | Reduced | 7,719 | 1,629 | 1.18% | 1.23% | 721 | -625 | -7.49% | Q1 2026 | May 06, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 7,706 | 1,627 | 0.09% | 0.07% | 722 | +1,306 | 20.41% | Q1 2026 | May 06, 2026 |
| HTG Investment Advisors, Inc. | History | New | 7,705 | 1,626 | 0.46% | — | 723 | +7,705 | New | Q1 2026 | Apr 27, 2026 |
| Elm Partners Management LLC | History | Added to | 7,811 | 1,621 | 0.07% | 0.07% | 724 | +20 | 0.26% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Reduced | 7,676 | 1,620 | 0.04% | 0.04% | 725 | -756 | -8.97% | Q1 2026 | May 11, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 7,665 | 1,618 | 0.22% | 0.24% | 726 | -10 | -0.13% | Q1 2026 | Apr 16, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 7,609 | 1,612 | 0.05% | — | 727 | +7,609 | New | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 7,620 | 1,608 | 0.41% | 0.46% | 728 | -479 | -5.91% | Q1 2026 | Apr 29, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 7,614 | 1,607 | 0.12% | 0.13% | 729 | -185 | -2.37% | Q1 2026 | Apr 27, 2026 |
| Apex Wealth Management, LLC | History | Added to | 7,599 | 1,604 | 1.1% | 1.68% | 730 | +4 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Traub Capital Management LLC | History | No change | 7,590 | 1,602 | 1.59% | 1.55% | 731 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 7,524 | 1,588 | 1.51% | 1.35% | 732 | +870 | 13.07% | Q1 2026 | May 04, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 7,518 | 1,587 | 0.09% | 0.2% | 733 | -9,905 | -56.85% | Q1 2026 | May 06, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 7,508 | 1,585 | 1.09% | 1.1% | 734 | +28 | 0.37% | Q1 2026 | May 07, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 7,495 | 1,582 | 0.32% | 0.26% | 735 | +1,382 | 22.61% | Q1 2026 | Apr 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 7,413 | 1,565 | 0.02% | 0.02% | 736 | +19 | 0.26% | Q1 2026 | Apr 28, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 7,388 | 1,560 | 0.87% | 0.9% | 737 | -451 | -5.75% | Q1 2026 | Apr 24, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 7,389 | 1,560 | 1.25% | 1.35% | 738 | -173 | -2.29% | Q1 2026 | May 15, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 7,361 | 1,554 | 0.14% | 0.14% | 739 | -104 | -1.39% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | Added to | 7,350 | 1,552 | 0.12% | 0.12% | 740 | +3,874 | 111.45% | Q1 2026 | Apr 28, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Added to | 7,347 | 1,551 | 0.36% | 0.29% | 741 | +1,355 | 22.61% | Q1 2026 | Apr 16, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 7,300 | 1,541 | 0.08% | 0.08% | 742 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 7,275 | 1,536 | 0.09% | 0.09% | 743 | -54 | -0.74% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 7,270 | 1,535 | 0.05% | 0.04% | 744 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,258 | 1,532 | 0.14% | 0.14% | 745 | -244 | -3.25% | Q1 2026 | Apr 30, 2026 |
| Diversified Portfolios, Inc. | History | No change | 7,225 | 1,525 | 0.13% | 0.13% | 746 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 7,208 | 1,521 | 0.47% | 0.67% | 747 | -7,455 | -50.84% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,169 | 1,513 | 0.05% | 0.05% | 748 | +600 | 9.13% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 7,164 | 1,512 | 0.4% | 0.41% | 749 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 7,119 | 1,503 | 0.04% | 0.04% | 750 | -74 | -1.03% | Q1 2026 | Apr 23, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 7,092 | 1,497 | 0.54% | 0.86% | 751 | -1,045 | -12.84% | Q1 2026 | May 12, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 7,074 | 1,493 | 0.35% | 0.33% | 752 | +709 | 11.14% | Q1 2026 | Apr 08, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 7,066 | 1,492 | 0.34% | 0.38% | 753 | -896 | -11.25% | Q1 2026 | Apr 22, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 7,041 | 1,486 | 0.15% | 0.16% | 754 | -480 | -6.38% | Q1 2026 | May 15, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 7,030 | 1,484 | 0.8% | 0.66% | 755 | -44 | -0.62% | Q1 2026 | Apr 13, 2026 |
| JT Stratford LLC | History | Reduced | 7,023 | 1,482 | 0.19% | 0.21% | 756 | -756 | -9.72% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,010 | 1,482 | 0.08% | 0.07% | 757 | -326 | -4.44% | Q1 2026 | May 12, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 7,016 | 1,481 | 0.86% | 0.88% | 758 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vision Retirement, LLC | History | Reduced | 7,007 | 1,479 | 0.42% | 0.42% | 759 | -305 | -4.17% | Q1 2026 | May 07, 2026 |
| Fiduciary Alliance LLC | History | Added to | 6,767 | 1,475 | 0.09% | 0.08% | 760 | +719 | 11.89% | Q1 2026 | Apr 20, 2026 |
| Krilogy Financial LLC | History | Added to | 6,743 | 1,474 | 0.05% | 0.04% | 761 | +737 | 12.27% | Q1 2026 | Apr 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 6,980 | 1,473 | 0.16% | 0.18% | 762 | -337 | -4.61% | Q1 2026 | Apr 14, 2026 |
| TrinityBridge Ltd | History | No change | 6,958 | 1,469 | 0.04% | 0.03% | 763 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 6,931 | 1,463 | 1.07% | 1.1% | 764 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 6,850 | 1,452 | 0.13% | 0.14% | 765 | -680 | -9.03% | Q1 2026 | May 13, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 6,855 | 1,447 | 1.08% | 1.09% | 766 | -254 | -3.57% | Q1 2026 | Apr 22, 2026 |
| Lee Financial Co | History | Reduced | 6,851 | 1,446 | 0.2% | 0.22% | 767 | -844 | -10.97% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 6,836 | 1,443 | 0.14% | 0.14% | 768 | -50 | -0.73% | Q1 2026 | Apr 15, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 6,788 | 1,433 | 0.28% | 0.28% | 769 | -47 | -0.69% | Q1 2026 | Apr 23, 2026 |
| Idaho Trust Co | History | Reduced | 6,770 | 1,429 | 0.46% | 0.48% | 770 | -16 | -0.24% | Q1 2026 | May 08, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 6,734 | 1,421 | 1.14% | 0.83% | 771 | +1,726 | 34.46% | Q1 2026 | May 15, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 6,699 | 1,414 | 0.61% | 0.63% | 772 | +161 | 2.46% | Q1 2026 | Apr 08, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 6,667 | 1,407 | 0.29% | 0.21% | 774 | +1,588 | 31.27% | Q1 2026 | Apr 16, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 6,667 | 1,407 | 0.1% | 0.11% | 773 | -508 | -7.08% | Q1 2026 | Apr 29, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 6,622 | 1,398 | 0.27% | 0.29% | 775 | -130 | -1.93% | Q1 2026 | Apr 20, 2026 |
| King Wealth Management Group | History | No change | 6,550 | 1,383 | 0.17% | 0.17% | 776 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 6,157 | 1,380 | 0.14% | 0.17% | 777 | -10 | -0.16% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | New | 6,500 | 1,372 | 0.0% | — | 778 | +6,500 | New | Q1 2026 | May 11, 2026 |
| Legacy Advisors, LLC | History | No change | 6,482 | 1,368 | 0.16% | 0.15% | 779 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 6,459 | 1,363 | 0.75% | 1.03% | 780 | -2,462 | -27.6% | Q1 2026 | Apr 28, 2026 |
| Mason & Associates, LLC | History | Reduced | 6,451 | 1,362 | 0.31% | 0.32% | 781 | -163 | -2.46% | Q1 2026 | Apr 21, 2026 |
| LTG Capital LLC | History | Reduced | 6,445 | 1,360 | 1.04% | 1.08% | 782 | -98 | -1.5% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,367 | 1,344 | 0.16% | 0.59% | 783 | -16,882 | -72.61% | Q1 2026 | May 05, 2026 |
| BBR PARTNERS, LLC | History | No change | 6,352 | 1,341 | 0.07% | 0.07% | 784 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Added to | 6,346 | 1,339 | 0.05% | 0.04% | 785 | +709 | 12.58% | Q1 2026 | May 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 6,331 | 1,336 | 0.34% | 0.36% | 786 | -208 | -3.18% | Q1 2026 | Apr 09, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 6,122 | 1,331 | 0.18% | 0.06% | 787 | +4,768 | 352.14% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | Reduced | 6,307 | 1,331 | 0.32% | 0.36% | 788 | -690 | -9.86% | Q1 2026 | Apr 02, 2026 |
| DBK Financial Counsel, LLC | History | No change | 6,272 | 1,330 | 1.02% | 1.02% | 789 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TCTC Holdings, LLC | History | Added to | 6,293 | 1,328 | 0.04% | 0.04% | 790 | +213 | 3.5% | Q1 2026 | May 07, 2026 |
| Breachway Investments LLC | History | Added to | 6,976 | 1,313 | 1.26% | 1.23% | 791 | +1,476 | 26.84% | Q1 2026 | Apr 13, 2026 |
| Florin Court Capital LLP | History | Reduced | 6,200 | 1,309 | 4.94% | 7.0% | 792 | -17,500 | -73.84% | Q1 2026 | May 06, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 6,190 | 1,307 | 0.05% | 0.04% | 793 | +902 | 17.06% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 6,149 | 1,298 | 0.03% | 0.04% | 794 | -401 | -6.12% | Q1 2026 | Apr 15, 2026 |
| LexAurum Advisors, LLC | History | New | 6,143 | 1,297 | 0.17% | — | 795 | +6,143 | New | Q1 2026 | Apr 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 6,142 | 1,296 | 0.07% | 0.07% | 797 | -118 | -1.88% | Q1 2026 | May 07, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 6,140 | 1,296 | 0.12% | 0.12% | 796 | -115 | -1.84% | Q1 2026 | May 06, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 6,123 | 1,292 | 0.33% | 0.4% | 798 | -676 | -9.94% | Q1 2026 | May 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 6,104 | 1,288 | 0.01% | 0.01% | 799 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 6,056 | 1,278 | 0.38% | 0.34% | 800 | +790 | 15.0% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | Reduced | 6,028 | 1,272 | 0.05% | 0.06% | 801 | -7 | -0.12% | Q1 2026 | Apr 30, 2026 |
| WEALTH EFFECTS LLC | History | No change | 6,012 | 1,269 | 0.45% | 0.4% | 802 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,002 | 1,267 | 0.01% | 0.01% | 803 | +352 | 6.23% | Q1 2026 | May 14, 2026 |
| CADINHA & CO LLC | History | Reduced | 5,990 | 1,264 | 0.24% | 0.2% | 804 | -152 | -2.47% | Q1 2026 | May 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 5,988 | 1,264 | 0.86% | 0.85% | 805 | +53 | 0.89% | Q1 2026 | May 04, 2026 |
| Montecito Bank & Trust | History | Reduced | 5,974 | 1,261 | 0.21% | 0.2% | 807 | -59 | -0.98% | Q1 2026 | Apr 16, 2026 |
| VANGUARD GROUP INC | History | No change | 5,949 | 1,261 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Corundum Group, Inc. | History | Reduced | 5,970 | 1,260 | 0.42% | 0.45% | 808 | -350 | -5.54% | Q1 2026 | Apr 20, 2026 |
| Pinion Investment Advisors, LLC | History | New | 5,935 | 1,253 | 0.29% | — | 809 | +5,935 | New | Q1 2026 | Apr 24, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 5,903 | 1,246 | 0.61% | 0.62% | 810 | +126 | 2.18% | Q1 2026 | Apr 22, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 5,900 | 1,245 | 0.43% | 0.43% | 811 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 5,798 | 1,224 | 0.16% | 0.17% | 813 | -473 | -7.54% | Q1 2026 | May 04, 2026 |
| Tarbox Family Office, Inc. | History | No change | 5,799 | 1,224 | 0.2% | 0.2% | 812 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 5,796 | 1,223 | 0.17% | — | 814 | +5,796 | New | Q1 2026 | Apr 30, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 5,743 | 1,213 | 0.08% | 0.08% | 815 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 5,740 | 1,212 | 0.3% | 0.35% | 817 | -595 | -9.39% | Q1 2026 | Apr 17, 2026 |
| HighMark Wealth Management LLC | History | Added to | 5,742 | 1,212 | 0.49% | 0.5% | 816 | +6 | 0.1% | Q1 2026 | May 05, 2026 |
| Newport Capital Group, LLC | History | Added to | 5,728 | 1,209 | 0.74% | 0.73% | 818 | +88 | 1.56% | Q1 2026 | May 11, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 5,689 | 1,201 | 0.13% | 0.14% | 819 | -351 | -5.81% | Q1 2026 | Apr 22, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Reduced | 5,662 | 1,195 | 1.18% | 1.29% | 820 | -396 | -6.54% | Q1 2026 | Apr 22, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 5,656 | 1,194 | 0.14% | 0.23% | 821 | -2,496 | -30.62% | Q1 2026 | Apr 30, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 5,655 | 1,194 | 0.45% | 0.57% | 822 | +168 | 3.06% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 5,649 | 1,192 | 0.06% | 0.07% | 823 | -686 | -10.83% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,622 | 1,192 | 0.04% | 0.04% | 824 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Latitude Advisors, LLC | History | Added to | 5,636 | 1,189 | 0.54% | 0.35% | 825 | +1,853 | 48.98% | Q1 2026 | Apr 27, 2026 |
| Wedmont Private Capital | History | No change | 5,462 | 1,181 | 0.04% | 0.04% | 826 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 5,677 | 1,178 | 0.04% | 0.04% | 827 | -283 | -4.75% | Q1 2026 | May 11, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 5,581 | 1,178 | 0.96% | 0.97% | 828 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 5,476 | 1,156 | 0.02% | 0.01% | 829 | +1,615 | 41.83% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 5,456 | 1,152 | 0.11% | 0.12% | 830 | -45 | -0.82% | Q1 2026 | Apr 27, 2026 |
| Fairscale Capital, LLC | History | Reduced | 5,442 | 1,149 | 0.79% | 0.91% | 831 | -1,034 | -15.97% | Q1 2026 | May 11, 2026 |
| Blue Capital, Inc. | History | Added to | 5,441 | 1,148 | 0.75% | 0.79% | 832 | +228 | 4.37% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 5,436 | 1,147 | 0.22% | 0.2% | 833 | -280 | -4.9% | Q1 2026 | May 20, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 5,413 | 1,143 | 0.04% | 0.04% | 834 | -335 | -5.83% | Q1 2026 | May 14, 2026 |
| CONNING INC. | History | Reduced | 5,390 | 1,138 | 0.04% | 0.04% | 835 | -837 | -13.44% | Q1 2026 | Apr 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 5,380 | 1,135 | 0.13% | 0.13% | 836 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 5,372 | 1,134 | 0.1% | — | 837 | +5,372 | New | Q1 2026 | Apr 08, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 5,368 | 1,133 | 0.46% | 0.45% | 838 | -4 | -0.07% | Q1 2026 | Apr 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 5,352 | 1,130 | 0.04% | 0.04% | 839 | +20 | 0.38% | Q1 2026 | May 12, 2026 |
| Cooper Financial Group | History | Added to | 5,342 | 1,128 | 0.11% | 0.1% | 840 | +1,048 | 24.41% | Q1 2026 | Apr 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,320 | 1,123 | 0.03% | 0.03% | 841 | -25 | -0.47% | Q1 2026 | May 13, 2026 |
| VestGen Investment Management | History | Reduced | 5,316 | 1,122 | 0.62% | 0.74% | 842 | -985 | -15.63% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 5,317 | 1,122 | 0.11% | 0.12% | 844 | -129 | -2.37% | Q1 2026 | Apr 22, 2026 |
| Michels Family Financial, LLC | History | Reduced | 5,316 | 1,122 | 0.81% | 0.83% | 845 | -3 | -0.06% | Q1 2026 | Apr 24, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 5,315 | 1,122 | 0.11% | 0.11% | 843 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 5,298 | 1,118 | 0.25% | 0.28% | 846 | -280 | -5.02% | Q1 2026 | Apr 21, 2026 |
| Canopy Partners, LLC | History | No change | 5,296 | 1,118 | 0.38% | 0.37% | 847 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 5,274 | 1,113 | 0.29% | 0.25% | 848 | +30 | 0.57% | Q1 2026 | May 11, 2026 |
| Zhang Financial LLC | History | Added to | 5,254 | 1,109 | 0.04% | 0.04% | 849 | +5 | 0.1% | Q1 2026 | May 06, 2026 |
| Waldron Private Wealth LLC | History | Added to | 5,244 | 1,107 | 0.04% | 0.04% | 851 | +242 | 4.84% | Q1 2026 | Apr 10, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 5,246 | 1,107 | 0.0% | 0.0% | 850 | -228 | -4.17% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 5,235 | 1,105 | 0.11% | 0.12% | 852 | -310 | -5.59% | Q1 2026 | Apr 30, 2026 |
| Evensky & Katz LLC | History | Reduced | 5,229 | 1,104 | 0.06% | 0.06% | 853 | -8 | -0.15% | Q1 2026 | Apr 22, 2026 |
| NewEdge Wealth, LLC | History | Added to | 5,226 | 1,103 | 0.01% | 0.01% | 854 | +130 | 2.55% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Reduced | 5,212 | 1,100 | 0.02% | 0.03% | 855 | -4 | -0.08% | Q1 2026 | May 04, 2026 |
| PACK Private Wealth, LLC | History | Reduced | 5,205 | 1,099 | 0.5% | 0.51% | 856 | -51 | -0.97% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 5,209 | 1,099 | 0.76% | 0.71% | 857 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 5,197 | 1,097 | 0.17% | 0.17% | 858 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,186 | 1,095 | 0.13% | 0.14% | 859 | +8 | 0.15% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Reduced | 5,186 | 1,094 | 0.1% | 0.11% | 860 | -255 | -4.69% | Q1 2026 | Apr 17, 2026 |
| JSF Financial, LLC | History | Reduced | 5,176 | 1,092 | 0.21% | 0.26% | 861 | -674 | -11.52% | Q1 2026 | May 07, 2026 |
| Decker Wealth Management LLC | History | No change | 5,168 | 1,091 | 0.25% | 0.24% | 862 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BDFS Capital LLC | History | Added to | 5,160 | 1,089 | 0.52% | 0.53% | 863 | +168 | 3.37% | Q1 2026 | Apr 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 4,985 | 1,082 | 0.14% | 0.13% | 864 | +283 | 6.02% | Q1 2026 | Apr 20, 2026 |
| Asempa Wealth Advisors | History | Added to | 5,120 | 1,082 | 0.94% | 0.91% | 865 | +153 | 3.08% | Q1 2026 | Apr 08, 2026 |
| Curi Capital, LLC | History | Added to | 5,100 | 1,076 | 0.02% | 0.02% | 866 | +487 | 10.56% | Q1 2026 | May 15, 2026 |
| IPG Investment Advisors LLC | History | Added to | 5,094 | 1,075 | 0.18% | 0.14% | 867 | +1,251 | 32.55% | Q1 2026 | May 12, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 5,037 | 1,063 | 0.3% | 0.29% | 868 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 5,026 | 1,061 | 0.01% | 0.01% | 869 | -300 | -5.63% | Q1 2026 | May 15, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 5,005 | 1,056 | 0.62% | 0.6% | 870 | -47 | -0.93% | Q1 2026 | May 14, 2026 |
| Birnam Oak Advisors, LP | History | Reduced | 5,000 | 1,055 | 0.24% | 0.47% | 874 | -5,000 | -50.0% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Reduced | 4,997 | 1,055 | 0.04% | 0.06% | 872 | -2,819 | -36.07% | Q1 2026 | Apr 27, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 4,997 | 1,055 | 0.19% | 0.19% | 871 | -22 | -0.44% | Q1 2026 | Apr 29, 2026 |
| Noble Family Wealth, LLC | History | No change | 5,000 | 1,055 | 0.22% | 0.22% | 873 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Madson Wealth Advisors Inc | History | New | 4,916 | 1,037 | 0.86% | — | 875 | +4,916 | New | Q1 2026 | Apr 21, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 4,907 | 1,036 | 0.04% | 0.05% | 876 | -2,111 | -30.08% | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | Added to | 4,888 | 1,032 | 0.02% | 0.02% | 877 | +868 | 21.59% | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 4,854 | 1,024 | 0.53% | 2.26% | 878 | -19,841 | -80.34% | Q1 2026 | Apr 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,819 | 1,017 | 0.01% | 0.01% | 879 | +304 | 6.73% | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 4,804 | 1,014 | 0.05% | 0.06% | 880 | -14 | -0.29% | Q1 2026 | Apr 08, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 4,795 | 1,012 | 0.37% | 0.29% | 881 | +1,077 | 28.97% | Q1 2026 | Apr 27, 2026 |
| GatePass Capital, LLC | History | Reduced | 4,789 | 1,011 | 0.47% | 0.63% | 882 | -997 | -17.23% | Q1 2026 | May 06, 2026 |
| Park Place Capital Corp | History | Reduced | 4,777 | 1,008 | 0.2% | 0.41% | 883 | -4,584 | -48.97% | Q1 2026 | Apr 09, 2026 |
| Atlatl Advisers LLC | History | Reduced | 4,772 | 1,007 | 0.75% | 0.81% | 884 | -5,206 | -52.17% | Q1 2026 | May 07, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 4,727 | 998 | 0.11% | 0.11% | 885 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Oxinas Partners, LLC | History | Added to | 4,720 | 996 | 0.46% | 0.39% | 886 | +863 | 22.37% | Q1 2026 | Apr 10, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 4,709 | 994 | 0.35% | 0.36% | 887 | +32 | 0.68% | Q1 2026 | Apr 15, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 4,659 | 988 | 0.19% | 0.19% | 888 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 4,675 | 987 | 0.02% | 0.02% | 889 | -85 | -1.79% | Q1 2026 | Apr 29, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 4,753 | 987 | 0.02% | 0.02% | 890 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 4,660 | 984 | 0.06% | 0.05% | 891 | -448 | -8.77% | Q1 2026 | Apr 28, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 4,662 | 984 | 0.42% | 0.42% | 892 | +15 | 0.32% | Q1 2026 | Apr 15, 2026 |
| Tidemark, LLC | History | Reduced | 4,641 | 980 | 0.25% | 0.29% | 893 | -121 | -2.54% | Q1 2026 | May 07, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,354 | 978 | 0.09% | 0.12% | 894 | -920 | -17.44% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Added to | 4,629 | 977 | 0.12% | 0.11% | 895 | +495 | 11.97% | Q1 2026 | Apr 20, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,623 | 976 | 0.07% | 0.07% | 896 | +185 | 4.17% | Q1 2026 | May 04, 2026 |
| Moors & Cabot, Inc. | History | Added to | 4,614 | 974 | 0.04% | 0.04% | 897 | +649 | 16.37% | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 4,616 | 974 | 0.27% | 0.28% | 898 | +75 | 1.65% | Q1 2026 | Apr 16, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,604 | 972 | 0.0% | 0.0% | 899 | +424 | 10.14% | Q1 2026 | May 14, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 4,602 | 971 | 0.38% | 0.42% | 900 | -619 | -11.86% | Q1 2026 | Apr 22, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 4,594 | 969 | 0.04% | 0.03% | 901 | -416 | -8.3% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 4,585 | 968 | 0.65% | 0.53% | 902 | +1,240 | 37.07% | Q1 2026 | May 04, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 4,589 | 968 | 0.12% | 0.13% | 903 | +5 | 0.11% | Q1 2026 | Apr 27, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 4,582 | 967 | 0.18% | — | 906 | +4,582 | New | Q1 2026 | Apr 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 4,584 | 967 | 0.07% | 0.07% | 904 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Berman McAleer LLC | History | No change | 4,582 | 967 | 0.13% | 0.13% | 905 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,569 | 964 | 0.05% | 0.05% | 907 | -431 | -8.62% | Q1 2026 | Apr 28, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 4,539 | 958 | 0.46% | 0.49% | 908 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 4,538 | 958 | 0.24% | 0.24% | 909 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,527 | 955 | 0.0% | 0.0% | 910 | -251 | -5.25% | Q1 2026 | May 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 4,525 | 955 | 0.07% | 0.07% | 911 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SB Capital Management Inc | History | No change | 4,494 | 953 | 0.35% | 0.35% | 912 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,477 | 945 | 0.09% | 0.05% | 913 | +2,702 | 152.23% | Q1 2026 | Apr 06, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 4,472 | 944 | 0.13% | 0.13% | 914 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MKT Advisors LLC | History | No change | 4,450 | 943 | 0.32% | 0.33% | 915 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ASPIRIANT, LLC | History | Added to | 4,432 | 935 | 0.03% | 0.03% | 916 | +105 | 2.43% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,410 | 931 | 0.31% | 0.28% | 917 | +44 | 1.01% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Reduced | 4,405 | 930 | 0.01% | 0.01% | 918 | -19 | -0.43% | Q1 2026 | May 14, 2026 |
| MBA Advisors LLC | History | Reduced | 4,385 | 925 | 0.36% | 0.38% | 919 | -12 | -0.27% | Q1 2026 | Apr 20, 2026 |
| SouthState Bank Corp | History | Added to | 4,374 | 923 | 0.04% | 0.04% | 920 | +118 | 2.77% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,371 | 922 | 0.02% | 0.01% | 921 | +412 | 10.41% | Q1 2026 | May 04, 2026 |
| S&CO INC | History | No change | 4,350 | 918 | 0.06% | 0.06% | 922 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 4,327 | 913 | 0.28% | 0.21% | 923 | +965 | 28.7% | Q1 2026 | Apr 22, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 4,327 | 913 | 0.37% | 0.35% | 924 | +77 | 1.81% | Q1 2026 | Apr 24, 2026 |
| LongView Wealth Management | History | Reduced | 4,177 | 908 | 0.23% | 0.22% | 925 | -22 | -0.52% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 4,291 | 906 | 0.06% | 0.06% | 926 | +190 | 4.63% | Q1 2026 | May 12, 2026 |
| ASL Financial, LLC | History | Added to | 4,289 | 905 | 0.72% | 0.53% | 927 | +1,117 | 35.21% | Q1 2026 | Apr 09, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 4,284 | 904 | 0.04% | 0.04% | 928 | -231 | -5.12% | Q1 2026 | Apr 30, 2026 |
| Glassman Wealth Services | History | No change | 4,274 | 902 | 0.12% | 0.12% | 929 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 4,271 | 901 | 0.45% | 0.49% | 931 | -186 | -4.17% | Q1 2026 | Apr 16, 2026 |
| Summit Asset Management, LLC | History | Reduced | 4,268 | 901 | 0.13% | 0.13% | 930 | -23 | -0.54% | Q1 2026 | May 08, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 4,256 | 898 | 0.11% | 0.11% | 932 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 4,252 | 897 | 0.16% | — | 933 | +4,252 | New | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 4,212 | 889 | 0.02% | 0.02% | 934 | +2 | 0.05% | Q1 2026 | Apr 17, 2026 |
| Americana Partners, LLC | History | Added to | 4,193 | 885 | 0.02% | 0.02% | 935 | +72 | 1.75% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | No change | 4,182 | 883 | 0.01% | 0.01% | 936 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Renasant Bank | History | Reduced | 4,134 | 872 | 0.62% | 1.23% | 937 | -4,400 | -51.56% | Q1 2026 | Apr 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 4,012 | 871 | 0.05% | 0.06% | 938 | -403 | -9.13% | Q1 2026 | Apr 17, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 4,118 | 869 | 0.4% | — | 940 | +4,118 | New | Q1 2026 | Apr 15, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 4,119 | 869 | 0.91% | 0.89% | 939 | +40 | 0.98% | Q1 2026 | Apr 23, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 4,114 | 868 | 0.11% | 0.1% | 941 | +162 | 4.1% | Q1 2026 | Apr 07, 2026 |
| MAYPORT, LLC | History | New | 4,110 | 867 | 0.16% | — | 942 | +4,110 | New | Q1 2026 | Apr 21, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 4,100 | 865 | 0.13% | 0.11% | 943 | +172 | 4.38% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Reduced | 4,089 | 863 | 0.01% | 0.02% | 944 | -59 | -1.42% | Q1 2026 | Apr 07, 2026 |
| Fulcrum Equity Management | History | Reduced | 4,075 | 860 | 0.83% | 0.96% | 945 | -672 | -14.16% | Q1 2026 | Apr 02, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 4,070 | 859 | 0.01% | 0.01% | 946 | -80 | -1.93% | Q1 2026 | Apr 27, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 4,066 | 858 | 0.72% | 0.69% | 947 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 4,018 | 848 | 0.4% | 0.39% | 948 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Integras Partners LLC | History | New | 4,013 | 847 | 0.56% | — | 950 | +4,013 | New | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | Added to | 4,012 | 847 | 0.56% | 0.35% | 949 | +2,340 | 139.95% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,966 | 837 | 0.0% | 0.0% | 951 | +1,070 | 36.95% | Q1 2026 | May 08, 2026 |
| Pacific Point Advisors, LLC | History | No change | 3,964 | 836 | 0.44% | 0.45% | 952 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SMART Wealth LLC | History | Added to | 3,959 | 835 | 0.24% | 0.13% | 953 | +1,997 | 101.78% | Q1 2026 | Apr 23, 2026 |
| Embree Financial Group | History | Added to | 3,904 | 824 | 0.1% | 0.1% | 954 | +7 | 0.18% | Q1 2026 | Apr 23, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 3,877 | 818 | 0.64% | 0.77% | 956 | -733 | -15.9% | Q1 2026 | Apr 20, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 3,875 | 818 | 0.72% | 0.58% | 955 | -120 | -3.0% | Q1 2026 | May 04, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 3,873 | 817 | 0.11% | 0.11% | 957 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,856 | 814 | 0.03% | — | 958 | +3,856 | New | Q1 2026 | May 14, 2026 |
| Thomasville National Bank | History | No change | 3,825 | 811 | 0.05% | 0.05% | 959 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Blankinship & Foster, LLC | History | No change | 3,824 | 807 | 0.18% | 0.18% | 960 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 3,812 | 804 | 0.29% | — | 961 | +3,812 | New | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 3,793 | 800 | 0.01% | 0.01% | 962 | -1,197 | -23.99% | Q1 2026 | May 01, 2026 |
| JMG Financial Group, Ltd. | History | No change | 3,783 | 798 | 0.02% | 0.02% | 963 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 3,779 | 797 | 0.09% | 0.09% | 964 | -119 | -3.05% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | No change | 3,769 | 795 | 0.14% | 0.15% | 965 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 3,754 | 792 | 0.47% | 0.46% | 966 | +107 | 2.93% | Q1 2026 | Apr 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 3,748 | 791 | 0.22% | 0.24% | 968 | -3,810 | -50.41% | Q1 2026 | Apr 16, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 3,748 | 791 | 0.04% | 0.03% | 967 | +25 | 0.67% | Q1 2026 | Apr 29, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 3,744 | 790 | 0.25% | 0.25% | 969 | -151 | -3.88% | Q1 2026 | Apr 17, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 3,728 | 787 | 0.14% | 0.15% | 970 | -92 | -2.41% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Reduced | 3,719 | 785 | 0.01% | 0.02% | 972 | -770 | -17.15% | Q1 2026 | May 07, 2026 |
| NBT BANK N A /NY | History | Reduced | 3,720 | 785 | 0.05% | 0.05% | 971 | -141 | -3.65% | Q1 2026 | Apr 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 3,720 | 785 | 0.04% | 0.04% | 973 | +128 | 3.56% | Q1 2026 | May 11, 2026 |
| Triton Financial Group Inc | History | Added to | 3,698 | 782 | 1.36% | 0.26% | 974 | +1,854 | 100.54% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,687 | 778 | 0.01% | 0.01% | 975 | +647 | 21.28% | Q1 2026 | Apr 07, 2026 |
| BAM Wealth Management, LLC | History | Added to | 3,686 | 778 | 0.58% | 0.54% | 976 | +140 | 3.95% | Q1 2026 | Apr 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 3,657 | 772 | 0.01% | 0.01% | 977 | -536 | -12.78% | Q1 2026 | May 15, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 3,646 | 769 | 0.57% | 0.57% | 978 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 3,646 | 769 | 0.56% | 0.55% | 979 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 3,639 | 768 | 0.36% | 0.39% | 980 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 3,626 | 765 | 0.33% | 0.33% | 982 | +88 | 2.49% | Q1 2026 | May 01, 2026 |
| CVA Family Office, LLC | History | No change | 3,627 | 765 | 0.08% | 0.09% | 981 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 3,613 | 762 | 1.37% | 1.22% | 983 | +600 | 19.91% | Q1 2026 | Apr 14, 2026 |
| FLP Wealth Management, LLC | History | Added to | 3,608 | 761 | 1.57% | 1.53% | 985 | +556 | 18.22% | Q1 2026 | Apr 28, 2026 |
| Strategic Equity Management | History | Added to | 3,607 | 761 | 0.29% | 0.23% | 984 | +436 | 13.75% | Q1 2026 | Apr 21, 2026 |
| Geometric Wealth Advisors | History | Added to | 3,587 | 757 | 0.09% | 0.1% | 986 | +22 | 0.62% | Q1 2026 | May 13, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 3,582 | 756 | 0.22% | 0.19% | 987 | +560 | 18.53% | Q1 2026 | Apr 17, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 3,576 | 755 | 0.02% | 0.02% | 988 | +197 | 5.83% | Q1 2026 | May 13, 2026 |
| Quartz Partners, LLC | History | Added to | 3,574 | 754 | 0.29% | 0.2% | 989 | +1,070 | 42.73% | Q1 2026 | May 05, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 3,565 | 752 | 0.06% | 0.07% | 990 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Veracity Capital LLC | History | Reduced | 3,552 | 750 | 0.27% | 0.24% | 991 | -354 | -9.06% | Q1 2026 | Apr 09, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,545 | 748 | 0.01% | 0.01% | 992 | -52 | -1.45% | Q1 2026 | May 12, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 3,539 | 747 | 0.23% | 0.09% | 994 | +2,148 | 154.42% | Q1 2026 | Apr 15, 2026 |
| Vident Advisory, LLC | History | Added to | 3,540 | 747 | 0.01% | 0.0% | 993 | +1,286 | 57.05% | Q1 2026 | May 14, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 3,536 | 746 | 0.38% | 0.27% | 996 | +1,343 | 61.24% | Q1 2026 | May 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 3,535 | 746 | 0.01% | 0.01% | 995 | -768 | -17.85% | Q1 2026 | Apr 27, 2026 |
| Indivisible Partners | History | No change | 3,537 | 746 | 0.07% | 0.08% | 997 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 3,531 | 745 | 0.4% | 0.42% | 998 | -247 | -6.54% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 3,511 | 741 | 0.07% | 0.06% | 999 | +129 | 3.81% | Q1 2026 | May 01, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 3,500 | 739 | 0.08% | 0.08% | 1000 | +100 | 2.94% | Q1 2026 | May 08, 2026 |
| Perennial Advisors, LLC | History | Added to | 3,485 | 735 | 0.13% | 0.03% | 1001 | +2,506 | 255.98% | Q1 2026 | Apr 13, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 3,467 | 732 | 0.1% | 0.1% | 1002 | -99 | -2.78% | Q1 2026 | May 04, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 3,468 | 732 | 0.42% | 0.45% | 1003 | +42 | 1.23% | Q1 2026 | Apr 22, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 3,326 | 731 | 0.31% | 0.33% | 1004 | +3 | 0.09% | Q1 2026 | May 08, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Reduced | 3,448 | 728 | 0.38% | 0.4% | 1006 | -32 | -0.92% | Q1 2026 | Apr 22, 2026 |
| VERITY Wealth Advisors | History | Reduced | 3,448 | 728 | 0.49% | 0.45% | 1005 | -4 | -0.12% | Q1 2026 | Apr 09, 2026 |
| Tempo Wealth, LLC | History | Added to | 3,441 | 726 | 0.13% | 0.12% | 1008 | +343 | 11.07% | Q1 2026 | May 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 3,442 | 726 | 0.24% | 0.24% | 1007 | +13 | 0.38% | Q1 2026 | May 08, 2026 |
| NORDEN GROUP LLC | History | No change | 3,435 | 725 | 0.07% | 0.07% | 1009 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Plan Group Financial, LLC | History | Added to | 3,424 | 722 | 0.17% | 0.09% | 1011 | +1,848 | 117.26% | Q1 2026 | Apr 13, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 3,419 | 722 | 0.1% | 0.1% | 1010 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vanguard National Trust Co | History | New | 3,407 | 719 | 0.05% | — | 1012 | +3,407 | New | Q1 2026 | May 08, 2026 |
| Helium Advisors LLC | History | Reduced | 3,404 | 718 | 0.68% | 0.75% | 1013 | -76 | -2.18% | Q1 2026 | May 05, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 3,254 | 716 | 0.43% | 0.44% | 1014 | +30 | 0.93% | Q1 2026 | Apr 23, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 3,380 | 713 | 0.39% | 0.45% | 1015 | +4 | 0.12% | Q1 2026 | Apr 16, 2026 |
| C2C Wealth Management, LLC | History | No change | 3,376 | 712 | 0.6% | 0.6% | 1016 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,363 | 710 | 0.02% | 0.02% | 1017 | +21 | 0.63% | Q1 2026 | Apr 08, 2026 |
| EPG Wealth Management LLC | History | Added to | 3,354 | 708 | 0.19% | 0.19% | 1018 | +12 | 0.36% | Q1 2026 | May 07, 2026 |
| 1ST SOURCE BANK | History | Added to | 3,353 | 707 | 0.04% | 0.03% | 1019 | +518 | 18.27% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | No change | 3,344 | 706 | 0.13% | 0.13% | 1020 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 3,335 | 704 | 0.02% | 0.03% | 1022 | -721 | -17.78% | Q1 2026 | Apr 30, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 3,338 | 704 | 0.12% | 0.09% | 1021 | +701 | 26.58% | Q1 2026 | May 12, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 3,327 | 702 | 0.28% | 0.28% | 1023 | +43 | 1.31% | Q1 2026 | May 04, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 3,316 | 700 | 0.02% | 0.02% | 1024 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 3,312 | 699 | 0.27% | 0.33% | 1025 | -720 | -17.86% | Q1 2026 | May 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3,304 | 697 | 0.05% | 0.04% | 1026 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 3,282 | 696 | 0.03% | 0.03% | 1027 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,290 | 694 | 0.0% | 0.0% | 1028 | -997 | -23.26% | Q1 2026 | May 06, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 3,291 | 694 | 0.29% | 0.29% | 1029 | +1 | 0.03% | Q1 2026 | Apr 29, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 3,278 | 692 | 0.02% | 0.01% | 1030 | +115 | 3.64% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Reduced | 3,273 | 691 | 0.23% | 0.2% | 1031 | -287 | -8.06% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 3,261 | 688 | 0.19% | 0.2% | 1032 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 3,251 | 686 | 0.08% | 0.08% | 1033 | +7 | 0.22% | Q1 2026 | Apr 10, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 3,251 | 686 | 0.15% | 0.16% | 1034 | +3 | 0.09% | Q1 2026 | Apr 09, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,247 | 685 | 0.0% | 0.0% | 1035 | -3,900 | -54.57% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | New | 3,242 | 684 | 0.05% | — | 1036 | +3,242 | New | Q1 2026 | May 07, 2026 |
| Apollon Financial, LLC | History | Reduced | 3,236 | 683 | 0.09% | 0.1% | 1037 | -12 | -0.37% | Q1 2026 | Apr 22, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 3,231 | 682 | 0.15% | 0.31% | 1038 | -2,461 | -43.24% | Q1 2026 | Apr 14, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 3,224 | 680 | 0.27% | 0.26% | 1040 | +57 | 1.8% | Q1 2026 | Apr 28, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 3,222 | 680 | 0.03% | 0.03% | 1039 | -38 | -1.17% | Q1 2026 | May 11, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 3,209 | 677 | 0.08% | 0.08% | 1041 | +39 | 1.23% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 3,206 | 676 | 0.12% | 0.18% | 1042 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Squared Financial LLC | History | Added to | 3,188 | 673 | 0.51% | 0.48% | 1044 | +271 | 9.29% | Q1 2026 | May 01, 2026 |
| Essex Bank | History | No change | 3,191 | 673 | 0.15% | 0.15% | 1043 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 3,167 | 668 | 0.14% | 0.15% | 1045 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 3,140 | 663 | 0.06% | 0.06% | 1046 | +144 | 4.81% | Q1 2026 | Apr 27, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 3,126 | 660 | 0.07% | 0.09% | 1047 | -603 | -16.17% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,124 | 659 | 0.07% | 0.04% | 1048 | +1,447 | 86.29% | Q1 2026 | Apr 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 3,114 | 657 | 0.23% | 0.24% | 1049 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 3,101 | 654 | 0.12% | 0.33% | 1050 | -7,047 | -69.44% | Q1 2026 | May 11, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 3,098 | 654 | 0.63% | 0.52% | 1051 | +483 | 18.47% | Q1 2026 | May 06, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 3,079 | 650 | 0.05% | 0.05% | 1052 | -114 | -3.57% | Q1 2026 | May 13, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 3,080 | 650 | 0.47% | 0.49% | 1053 | -23 | -0.74% | Q1 2026 | Apr 09, 2026 |
| Royal Fund Management, LLC | History | Added to | 3,077 | 649 | 0.06% | 0.06% | 1054 | +36 | 1.18% | Q1 2026 | May 19, 2026 |
| Valpey Financial Services, LLC | History | Added to | 3,062 | 646 | 0.42% | 0.4% | 1055 | +123 | 4.19% | Q1 2026 | May 11, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 3,049 | 643 | 0.03% | 0.02% | 1056 | +1,487 | 95.2% | Q1 2026 | Apr 09, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 3,043 | 642 | 0.42% | 0.58% | 1057 | -509 | -14.33% | Q1 2026 | Apr 28, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 3,020 | 637 | 0.37% | 0.33% | 1058 | +11 | 0.37% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 3,016 | 636 | 0.03% | 0.02% | 1059 | +484 | 19.12% | Q1 2026 | May 07, 2026 |
| Atlas Brown,Inc. | History | Added to | 3,004 | 634 | 0.19% | 0.18% | 1060 | +199 | 7.09% | Q1 2026 | Apr 17, 2026 |
| Integrated Capital Management, LLC | History | Added to | 3,002 | 633 | 0.27% | 0.27% | 1061 | +12 | 0.4% | Q1 2026 | Apr 17, 2026 |
| Index Technologies Group LLC | History | Added to | 2,981 | 629 | 0.69% | 0.64% | 1062 | +69 | 2.37% | Q1 2026 | Apr 29, 2026 |
| Mosaic Advisors LLC | History | New | 2,844 | 627 | 0.94% | — | 1064 | +2,844 | New | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,973 | 627 | 0.05% | 0.05% | 1063 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oxler Private Wealth LLC | History | Added to | 2,956 | 624 | 0.2% | 0.18% | 1065 | +8 | 0.27% | Q1 2026 | Apr 28, 2026 |
| Disciplined Investments, LLC | History | No change | 2,955 | 623 | 0.22% | 0.24% | 1066 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 2,938 | 620 | 0.13% | 0.1% | 1067 | +743 | 33.85% | Q1 2026 | May 13, 2026 |
| Community Bank, N.A. | History | Reduced | 2,934 | 619 | 0.07% | 0.09% | 1068 | -760 | -20.57% | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | No change | 2,887 | 612 | 0.04% | 0.04% | 1069 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Balefire, LLC | History | New | 2,858 | 603 | 0.11% | — | 1070 | +2,858 | New | Q1 2026 | May 07, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 2,850 | 601 | 0.04% | 0.04% | 1071 | +171 | 6.38% | Q1 2026 | Apr 27, 2026 |
| WNY Asset Management, LLC | History | New | 2,844 | 600 | 0.06% | — | 1073 | +2,844 | New | Q1 2026 | May 22, 2026 |
| GDS Wealth Management | History | Added to | 2,844 | 600 | 0.04% | 0.04% | 1072 | +109 | 3.99% | Q1 2026 | Apr 27, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 2,834 | 598 | 0.11% | 0.12% | 1074 | -228 | -7.45% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 2,829 | 597 | 0.1% | 0.11% | 1075 | -9 | -0.32% | Q1 2026 | Apr 30, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 2,826 | 596 | 0.18% | 0.2% | 1076 | -311 | -9.91% | Q1 2026 | Apr 20, 2026 |
| Klingman & Associates, LLC | History | Added to | 2,813 | 593 | 0.03% | 0.02% | 1077 | +780 | 38.37% | Q1 2026 | May 14, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 2,800 | 591 | 0.07% | 0.07% | 1078 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 2,781 | 587 | 0.43% | 0.6% | 1079 | -1,115 | -28.62% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,763 | 583 | 0.06% | 0.06% | 1080 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 2,765 | 583 | 0.27% | 0.25% | 1081 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SPINNAKER TRUST | History | No change | 2,757 | 582 | 0.03% | 0.03% | 1082 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 2,750 | 580 | 0.11% | 0.11% | 1083 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,727 | 575 | 0.0% | — | 1084 | +2,727 | New | Q1 2026 | May 08, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 2,717 | 573 | 0.1% | 0.09% | 1085 | -38 | -1.38% | Q1 2026 | May 12, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 2,711 | 572 | 0.05% | 0.06% | 1086 | -214 | -7.32% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | Added to | 2,704 | 570 | 0.05% | 0.05% | 1087 | +285 | 11.78% | Q1 2026 | May 07, 2026 |
| Haverford Trust Co | History | No change | 2,691 | 568 | 0.01% | 0.01% | 1088 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 2,689 | 567 | 0.38% | 0.39% | 1089 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Claro Advisors Inc. | History | Reduced | 2,676 | 565 | 0.07% | 0.08% | 1090 | -194 | -6.76% | Q1 2026 | Apr 21, 2026 |
| 71 West Capital Partners | History | Added to | 2,660 | 561 | 0.02% | 0.02% | 1091 | +336 | 14.46% | Q1 2026 | May 06, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 2,649 | 559 | 0.08% | 0.1% | 1093 | -576 | -17.86% | Q1 2026 | Apr 21, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 2,649 | 559 | 0.14% | 0.16% | 1092 | -54 | -2.0% | Q1 2026 | Apr 27, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 2,638 | 557 | 0.05% | 0.05% | 1094 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 2,635 | 556 | 0.15% | 0.15% | 1095 | -42 | -1.57% | Q1 2026 | Apr 27, 2026 |
| MCF Advisors LLC | History | Added to | 2,615 | 552 | 0.02% | 0.01% | 1096 | +1,400 | 115.23% | Q1 2026 | May 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 2,508 | 552 | 0.68% | 0.78% | 1097 | -118 | -4.49% | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | No change | 2,611 | 551 | 0.04% | 0.04% | 1098 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WELCH & FORBES LLC | History | No change | 2,600 | 548 | 0.01% | 0.01% | 1099 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 2,588 | 546 | 0.19% | 0.18% | 1100 | +9 | 0.35% | Q1 2026 | Apr 20, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 2,578 | 544 | 0.1% | 0.11% | 1101 | -162 | -5.91% | Q1 2026 | May 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,576 | 543 | 0.08% | 0.08% | 1102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 2,568 | 542 | 0.01% | 0.01% | 1103 | -22 | -0.85% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,561 | 540 | 0.06% | — | 1105 | +2,561 | New | Q1 2026 | May 15, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,561 | 540 | 0.5% | 0.55% | 1104 | -158 | -5.81% | Q1 2026 | May 11, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 2,550 | 538 | 0.31% | 0.33% | 1106 | -151 | -5.59% | Q1 2026 | May 01, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 2,534 | 534 | 0.13% | 0.13% | 1107 | -92 | -3.5% | Q1 2026 | Apr 30, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 2,532 | 534 | 0.0% | 0.0% | 1108 | -64 | -2.47% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | Reduced | 2,526 | 533 | 0.04% | 0.04% | 1109 | -332 | -11.62% | Q1 2026 | Apr 28, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 2,523 | 532 | 0.14% | 0.14% | 1110 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Heritage Family Offices, LLP | History | Added to | 2,518 | 531 | 0.24% | 0.2% | 1111 | +420 | 20.02% | Q1 2026 | Apr 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 2,503 | 528 | 0.02% | 0.02% | 1112 | -150 | -5.65% | Q1 2026 | Apr 24, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,500 | 527 | 0.12% | 0.12% | 1113 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PSI Advisors, LLC | History | Added to | 2,495 | 526 | 0.13% | 0.07% | 1114 | +1,261 | 102.19% | Q1 2026 | May 14, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 2,493 | 526 | 0.22% | 0.22% | 1115 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 2,476 | 522 | 0.45% | 0.44% | 1116 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Benchmark Investment Advisors LLC | History | New | 2,467 | 520 | 0.3% | — | 1118 | +2,467 | New | Q1 2026 | May 13, 2026 |
| MONEYWISE, INC. | History | Added to | 2,467 | 520 | 0.23% | 0.17% | 1117 | +512 | 26.19% | Q1 2026 | Apr 27, 2026 |
| SkyOak Wealth, LLC | History | No change | 2,458 | 519 | 0.1% | 0.09% | 1119 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 2,460 | 519 | 0.34% | 0.35% | 1120 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 2,455 | 518 | 0.36% | 0.45% | 1121 | +150 | 6.51% | Q1 2026 | Apr 22, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,447 | 516 | 0.03% | 0.03% | 1122 | +92 | 3.91% | Q1 2026 | Apr 30, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,445 | 516 | 0.02% | 0.02% | 1123 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 2,442 | 515 | 0.06% | 0.04% | 1124 | +865 | 54.85% | Q1 2026 | Apr 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,439 | 514 | 0.0% | 0.0% | 1125 | +485 | 24.82% | Q1 2026 | May 15, 2026 |
| 4J Wealth Management LLC | History | No change | 2,439 | 514 | 0.29% | 0.3% | 1126 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 2,425 | 512 | 0.04% | 0.03% | 1127 | +542 | 28.78% | Q1 2026 | May 14, 2026 |
| PROTECTIVE LIFE CORP | History | New | 2,424 | 511 | 1.7% | — | 1129 | +2,424 | New | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 2,424 | 511 | 0.46% | 0.48% | 1128 | +108 | 4.66% | Q1 2026 | May 05, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 2,416 | 510 | 0.07% | 0.03% | 1130 | +1,299 | 116.29% | Q1 2026 | Apr 27, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 2,415 | 509 | 0.13% | 0.11% | 1131 | +489 | 25.39% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 2,413 | 509 | 0.09% | 0.09% | 1132 | -11 | -0.45% | Q1 2026 | May 06, 2026 |
| POTENTIA WEALTH | History | Added to | 2,407 | 508 | 0.2% | 0.18% | 1133 | +134 | 5.9% | Q1 2026 | May 11, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 2,400 | 506 | 0.1% | 0.1% | 1134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Care LLC | History | New | 2,381 | 502 | 0.45% | — | 1135 | +2,381 | New | Q1 2026 | Apr 24, 2026 |
| ALTFEST L J & CO INC | History | Added to | 2,375 | 501 | 0.05% | 0.05% | 1136 | +4 | 0.17% | Q1 2026 | Apr 28, 2026 |
| Curbstone Financial Management Corp | History | No change | 2,374 | 501 | 0.1% | 0.1% | 1137 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 2,370 | 500 | 0.14% | 0.42% | 1138 | -2,788 | -54.05% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 2,370 | 500 | 0.14% | 0.14% | 1139 | +187 | 8.57% | Q1 2026 | May 13, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 2,362 | 498 | 0.03% | 0.03% | 1140 | -11 | -0.46% | Q1 2026 | May 11, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 2,352 | 496 | 0.04% | 0.04% | 1141 | -237 | -9.15% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 2,346 | 495 | 0.02% | 0.02% | 1142 | -13 | -0.55% | Q1 2026 | May 07, 2026 |
| Retirement Planning Group, LLC | History | Added to | 2,337 | 493 | 0.02% | 0.01% | 1143 | +1,288 | 122.78% | Q1 2026 | May 04, 2026 |
| Hara Capital LLC | History | No change | 2,335 | 493 | 0.25% | 0.28% | 1144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 2,330 | 492 | 0.15% | 0.15% | 1145 | +3 | 0.13% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 2,328 | 491 | 0.01% | 0.01% | 1146 | -1,202 | -34.05% | Q1 2026 | May 05, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 2,321 | 490 | 0.08% | 0.08% | 1147 | +78 | 3.48% | Q1 2026 | Apr 22, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 2,314 | 488 | 0.04% | 0.04% | 1148 | -11 | -0.47% | Q1 2026 | May 05, 2026 |
| HCR Wealth Advisors | History | Added to | 2,311 | 487 | 0.05% | 0.04% | 1150 | +180 | 8.45% | Q1 2026 | Apr 21, 2026 |
| First Western Trust Bank | History | Added to | 2,308 | 487 | 0.02% | 0.02% | 1149 | +102 | 4.62% | Q1 2026 | May 12, 2026 |
| GEN Financial Management, INC. | History | No change | 2,294 | 484 | 0.3% | 0.31% | 1151 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 2,292 | 483 | 0.06% | 0.05% | 1152 | +180 | 8.52% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 2,285 | 482 | 0.03% | 0.04% | 1153 | -339 | -12.92% | Q1 2026 | Apr 21, 2026 |
| TBH Global Asset Management, LLC | History | New | 2,282 | 481 | 0.1% | — | 1155 | +2,282 | New | Q1 2026 | Apr 22, 2026 |
| Clayton Financial Group LLC | History | Added to | 2,282 | 481 | 0.25% | 0.24% | 1154 | +92 | 4.2% | Q1 2026 | Apr 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 2,253 | 477 | 0.04% | 0.04% | 1156 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 2,250 | 476 | 0.34% | 0.31% | 1157 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 2,255 | 476 | 0.23% | 0.24% | 1158 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 2,251 | 475 | 0.07% | 0.08% | 1159 | +271 | 13.69% | Q1 2026 | Apr 20, 2026 |
| GC Wealth Management RIA, LLC | History | New | 2,245 | 474 | 0.02% | — | 1160 | +2,245 | New | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 2,240 | 473 | 0.02% | 0.02% | 1161 | -50 | -2.18% | Q1 2026 | May 06, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 2,141 | 473 | 0.19% | 0.19% | 1162 | +2 | 0.09% | Q1 2026 | Apr 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 2,238 | 472 | 0.08% | 0.06% | 1163 | +684 | 44.02% | Q1 2026 | Apr 21, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 2,233 | 471 | 0.02% | 0.02% | 1164 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,228 | 470 | 0.0% | 0.0% | 1165 | +331 | 17.45% | Q1 2026 | May 05, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 2,227 | 470 | 0.41% | 0.47% | 1166 | -287 | -11.42% | Q1 2026 | May 04, 2026 |
| Clarendon Private LLC | History | Added to | 2,230 | 470 | 0.36% | 0.38% | 1167 | +133 | 6.34% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 2,225 | 469 | 0.02% | 0.02% | 1169 | -625 | -21.93% | Q1 2026 | May 07, 2026 |
| GreatBanc Trust CO | History | No change | 2,225 | 469 | 0.33% | 0.33% | 1168 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 2,219 | 468 | 0.32% | 0.33% | 1170 | -95 | -4.11% | Q1 2026 | May 08, 2026 |
| Busey Bank | History | No change | 2,201 | 464 | 0.01% | 0.01% | 1171 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,191 | 462 | 0.03% | 0.02% | 1172 | +150 | 7.35% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 2,186 | 461 | 0.02% | 0.02% | 1173 | -93 | -4.08% | Q1 2026 | May 13, 2026 |
| Colorado Capital Management, Inc. | History | No change | 2,177 | 460 | 0.17% | 0.17% | 1174 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 2,204 | 457 | 0.2% | 0.09% | 1175 | +1,154 | 109.9% | Q1 2026 | Apr 01, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 2,153 | 454 | 0.07% | 0.08% | 1176 | -245 | -10.22% | Q1 2026 | May 04, 2026 |
| Genesis Financial Group, LLC | History | Added to | 2,150 | 453 | 0.29% | 0.26% | 1178 | +40 | 1.9% | Q1 2026 | May 18, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 2,149 | 453 | 0.01% | 0.01% | 1177 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 2,145 | 452 | 0.27% | 0.81% | 1179 | -4,661 | -68.48% | Q1 2026 | Apr 07, 2026 |
| Element Wealth, LLC | History | Added to | 2,141 | 452 | 0.19% | 0.18% | 1180 | +43 | 2.05% | Q1 2026 | May 04, 2026 |
| Northwest Financial Advisors | History | Added to | 2,137 | 451 | 0.87% | 0.89% | 1181 | +90 | 4.4% | Q1 2026 | Apr 24, 2026 |
| GM Advisory Group, LLC | History | Reduced | 2,128 | 449 | 0.02% | 0.03% | 1182 | -1,025 | -32.51% | Q1 2026 | Apr 28, 2026 |
| IFG Advisors, LLC | History | Reduced | 2,125 | 448 | 0.07% | 0.08% | 1183 | -53 | -2.43% | Q1 2026 | Apr 09, 2026 |
| Kathmere Capital Management, LLC | History | New | 2,111 | 445 | 0.03% | — | 1185 | +2,111 | New | Q1 2026 | Apr 28, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 2,112 | 445 | 0.03% | 0.02% | 1184 | +128 | 6.45% | Q1 2026 | Apr 17, 2026 |
| Sequent Planning LLC | History | Added to | 2,102 | 443 | 0.11% | 0.09% | 1186 | +473 | 29.04% | Q1 2026 | Apr 21, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 2,091 | 442 | 0.01% | 0.01% | 1187 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 2,080 | 439 | 0.04% | 0.04% | 1188 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 2,076 | 438 | 0.12% | 0.14% | 1190 | -406 | -16.36% | Q1 2026 | Apr 22, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 2,077 | 438 | 0.16% | 0.16% | 1189 | -82 | -3.8% | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,071 | 437 | 0.0% | 0.0% | 1191 | -47 | -2.22% | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 2,060 | 434 | 0.07% | 0.07% | 1192 | +5 | 0.24% | Q1 2026 | Apr 15, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 2,047 | 432 | 0.18% | 0.2% | 1193 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 2,038 | 430 | 0.01% | 0.02% | 1194 | -576 | -22.04% | Q1 2026 | May 18, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 2,032 | 429 | 0.08% | — | 1196 | +2,032 | New | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2,034 | 429 | 0.07% | 0.08% | 1195 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 1,909 | 427 | 0.15% | — | 1200 | +1,909 | New | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,025 | 427 | 0.02% | 0.02% | 1198 | -991 | -32.86% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Reduced | 2,026 | 427 | 0.01% | 0.01% | 1197 | -176 | -7.99% | Q1 2026 | May 01, 2026 |
| Frontier Asset Management, LLC | History | Added to | 2,023 | 427 | 0.09% | 0.1% | 1199 | +5 | 0.25% | Q1 2026 | May 06, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 2,018 | 426 | 0.1% | 0.09% | 1201 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 2,015 | 425 | 0.05% | 0.05% | 1202 | -150 | -6.93% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Added to | 2,016 | 425 | 0.01% | 0.01% | 1203 | +38 | 1.92% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 2,000 | 422 | 0.0% | 0.0% | 1204 | -1,950 | -49.37% | Q1 2026 | Apr 30, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 1,999 | 422 | 0.06% | 0.06% | 1206 | -126 | -5.93% | Q1 2026 | May 08, 2026 |
| ENZI WEALTH | History | Reduced | 2,003 | 422 | 0.15% | 0.15% | 1207 | -2 | -0.1% | Q1 2026 | Apr 24, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,000 | 422 | 0.01% | 0.01% | 1205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 1,984 | 422 | 0.07% | 0.07% | 1208 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 1,995 | 421 | 0.06% | 0.06% | 1209 | -50 | -2.44% | Q1 2026 | May 07, 2026 |
| Veery Capital, LLC | History | Added to | 1,976 | 417 | 0.13% | 0.12% | 1210 | +132 | 7.16% | Q1 2026 | Apr 09, 2026 |
| Legend Capital Advisors LLC | History | No change | 1,972 | 416 | 0.26% | 0.23% | 1211 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 1,964 | 414 | 0.19% | 0.19% | 1214 | -218 | -9.99% | Q1 2026 | May 08, 2026 |
| BLB&B Advisors, LLC | History | Added to | 1,963 | 414 | 0.02% | 0.02% | 1212 | +2 | 0.1% | Q1 2026 | Apr 28, 2026 |
| Curtis Advisory Group, LLC | History | No change | 1,964 | 414 | 0.09% | 0.09% | 1213 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Salus Financial Advisors, LLC | History | No change | 1,965 | 414 | 0.24% | 0.25% | 1215 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 1,957 | 413 | 0.18% | 0.08% | 1217 | +606 | 44.86% | Q1 2026 | Apr 09, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 1,958 | 413 | 0.01% | 0.01% | 1216 | +6 | 0.31% | Q1 2026 | Apr 10, 2026 |
| Bank OZK | History | Reduced | 1,952 | 412 | 0.15% | 0.15% | 1218 | -26 | -1.31% | Q1 2026 | May 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 1,939 | 409 | 0.07% | 0.08% | 1219 | -281 | -12.66% | Q1 2026 | May 01, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 1,937 | 408 | 0.91% | 0.76% | 1222 | +321 | 19.86% | Q1 2026 | Apr 27, 2026 |
| TCP Asset Management, LLC | History | Added to | 1,934 | 408 | 0.05% | 0.06% | 1221 | +138 | 7.68% | Q1 2026 | Apr 10, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,934 | 408 | 0.03% | 0.03% | 1220 | +22 | 1.15% | Q1 2026 | May 07, 2026 |
| FULTON BANK, N.A. | History | No change | 1,931 | 407 | 0.01% | 0.01% | 1223 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Payne Capital Management, LLC | History | No change | 1,932 | 407 | 0.12% | 0.13% | 1224 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Level Wealth Management LLC | History | No change | 1,930 | 407 | 0.19% | 0.21% | 1225 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Global Financial Private Client, LLC | History | Added to | 1,923 | 406 | 0.13% | 0.1% | 1227 | +534 | 38.44% | Q1 2026 | Apr 20, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 1,923 | 406 | 0.14% | 0.13% | 1226 | +28 | 1.48% | Q1 2026 | May 05, 2026 |
| Affiance Financial, LLC | History | No change | 1,917 | 404 | 0.07% | 0.07% | 1228 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 1,912 | 403 | 0.02% | 0.02% | 1229 | -200 | -9.47% | Q1 2026 | Apr 13, 2026 |
| Compass Financial Services Inc | History | Added to | 1,909 | 403 | 0.17% | 0.17% | 1230 | +24 | 1.27% | Q1 2026 | May 01, 2026 |
| Old Peak Finance LLC | History | No change | 1,908 | 402 | 0.23% | 0.25% | 1231 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KINTRA WEALTH, LLC | History | New | 1,903 | 401 | 0.03% | — | 1232 | +1,903 | New | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 1,895 | 400 | 0.14% | 0.16% | 1233 | -158 | -7.7% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Added to | 1,892 | 399 | 0.0% | 0.0% | 1234 | +946 | 100.0% | Q1 2026 | May 14, 2026 |
| LGL PARTNERS, LLC | History | Added to | 1,888 | 398 | 0.16% | 0.17% | 1235 | +7 | 0.37% | Q1 2026 | May 14, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 1,887 | 398 | 0.32% | 0.32% | 1236 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,850 | 392 | 0.02% | 0.02% | 1237 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Weaver Consulting Group | History | Added to | 1,855 | 391 | 0.09% | 0.08% | 1238 | +402 | 27.67% | Q1 2026 | May 15, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 1,848 | 390 | 0.02% | 0.02% | 1239 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 1,839 | 388 | 0.04% | 0.04% | 1240 | +2 | 0.11% | Q1 2026 | Apr 22, 2026 |
| UNION SAVINGS BANK | History | No change | 1,838 | 388 | 0.17% | 0.17% | 1241 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,792 | 386 | 0.0% | 0.0% | 1242 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Processus Wealth & Capital Management, LLC | History | Reduced | 1,820 | 384 | 0.26% | 0.26% | 1244 | -30 | -1.62% | Q1 2026 | May 12, 2026 |
| Annex Advisory Services, LLC | History | Added to | 1,823 | 384 | 0.01% | 0.01% | 1243 | +1 | 0.05% | Q1 2026 | Apr 16, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 1,816 | 383 | 0.18% | 0.14% | 1245 | -45 | -2.42% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,810 | 382 | 0.03% | 0.03% | 1246 | -60 | -3.21% | Q1 2026 | Apr 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,806 | 381 | 0.02% | 0.02% | 1247 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 1,785 | 377 | 0.03% | 0.03% | 1249 | +47 | 2.7% | Q1 2026 | Apr 29, 2026 |
| Old North State Trust, LLC | History | No change | 1,784 | 377 | 0.22% | 0.22% | 1248 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stewardship Advisors, LLC | History | Added to | 1,782 | 376 | 0.09% | 0.05% | 1250 | +687 | 62.74% | Q1 2026 | Apr 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,777 | 375 | 0.01% | 0.01% | 1251 | -944 | -34.69% | Q1 2026 | May 14, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 1,777 | 375 | 0.05% | 0.05% | 1252 | +20 | 1.14% | Q1 2026 | Apr 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,770 | 373 | 0.27% | 0.36% | 1253 | -262 | -12.89% | Q1 2026 | Apr 27, 2026 |
| Empowered Funds, LLC | History | New | 1,754 | 370 | 0.0% | — | 1256 | +1,754 | New | Q1 2026 | May 14, 2026 |
| Optivise Advisory Services LLC | History | Added to | 1,753 | 370 | 0.22% | 0.2% | 1255 | +110 | 6.7% | Q1 2026 | Apr 15, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 1,753 | 370 | 0.1% | 0.09% | 1254 | +89 | 5.35% | Q1 2026 | Apr 09, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 1,747 | 368 | 0.11% | 0.1% | 1257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Newton One Investments LLC | History | Reduced | 1,735 | 366 | 0.1% | 0.11% | 1258 | -17 | -0.97% | Q1 2026 | Apr 24, 2026 |
| TSG Advice Partners, LLC | History | Added to | 1,738 | 366 | 0.05% | 0.06% | 1259 | +2 | 0.12% | Q1 2026 | Apr 24, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 1,730 | 365 | 0.26% | 0.25% | 1260 | +5 | 0.29% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 1,722 | 363 | 0.01% | 0.01% | 1262 | -197 | -10.27% | Q1 2026 | Apr 17, 2026 |
| LCNB CORP | History | No change | 1,720 | 363 | 0.12% | 0.12% | 1261 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 1,715 | 362 | 0.05% | 0.05% | 1264 | -172 | -9.11% | Q1 2026 | Apr 09, 2026 |
| Breakwater Capital Group | History | Added to | 1,715 | 362 | 0.05% | 0.05% | 1265 | +24 | 1.42% | Q1 2026 | Apr 20, 2026 |
| ProVise Management Group, LLC | History | No change | 1,719 | 362 | 0.03% | 0.03% | 1263 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,710 | 361 | 0.03% | 0.03% | 1266 | -154 | -8.26% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,713 | 361 | 0.01% | 0.01% | 1267 | +3 | 0.18% | Q1 2026 | Apr 28, 2026 |
| Brooklyn Investment Group | History | Reduced | 1,706 | 360 | 0.01% | 0.02% | 1269 | -283 | -14.23% | Q1 2026 | Apr 29, 2026 |
| VeraBank, N.A. | History | Reduced | 1,709 | 360 | 0.07% | 0.08% | 1268 | -250 | -12.76% | Q1 2026 | May 11, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 1,708 | 360 | 0.14% | 0.15% | 1270 | +250 | 17.15% | Q1 2026 | Apr 22, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,700 | 358 | 0.0% | 0.0% | 1272 | -13,698 | -88.96% | Q1 2026 | May 15, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 1,697 | 358 | 0.35% | 0.37% | 1273 | +3 | 0.18% | Q1 2026 | May 22, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 1,697 | 358 | 0.02% | 0.02% | 1271 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Manchester Capital Management LLC | History | No change | 1,693 | 357 | 0.05% | 0.05% | 1274 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 1,680 | 354 | 0.02% | 0.01% | 1275 | +259 | 18.23% | Q1 2026 | Apr 28, 2026 |
| Arch Global Advisors, LLC | History | New | 1,675 | 353 | 0.18% | — | 1277 | +1,675 | New | Q1 2026 | Apr 15, 2026 |
| United Community Bank | History | Reduced | 1,672 | 353 | 0.12% | 0.14% | 1276 | -45 | -2.62% | Q1 2026 | Apr 24, 2026 |
| Seros Financial, LLC | History | Reduced | 1,663 | 351 | 0.22% | 0.43% | 1279 | -1,785 | -51.77% | Q1 2026 | May 05, 2026 |
| American Investment Services, Inc. | History | No change | 1,666 | 351 | 0.08% | 0.08% | 1278 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 1,662 | 350 | 0.05% | 0.05% | 1280 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NWF Advisory Services Inc. | History | Added to | 1,650 | 348 | 0.04% | 0.04% | 1282 | +24 | 1.48% | Q1 2026 | May 04, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 1,650 | 348 | 0.17% | 0.16% | 1281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advisor Network LLC | History | New | 1,646 | 347 | 0.41% | — | 1284 | +1,646 | New | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | No change | 1,645 | 347 | 0.08% | 0.08% | 1283 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| First County Bank /CT/ | History | Added to | 1,643 | 346 | 0.18% | 0.12% | 1286 | +588 | 55.73% | Q1 2026 | Apr 03, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 1,642 | 346 | 0.08% | 0.08% | 1285 | -29 | -1.74% | Q1 2026 | May 21, 2026 |
| Permanent Capital Management, LP | History | Reduced | 1,551 | 346 | 0.05% | 0.06% | 1287 | -17 | -1.08% | Q1 2026 | May 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 1,637 | 345 | 0.08% | 0.11% | 1289 | -483 | -22.78% | Q1 2026 | Apr 10, 2026 |
| One Capital Management, LLC | History | No change | 1,635 | 345 | 0.01% | 0.01% | 1288 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 1,653 | 343 | 0.39% | 0.46% | 1290 | -547 | -24.86% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Reduced | 1,623 | 342 | 0.09% | 0.09% | 1291 | -27 | -1.64% | Q1 2026 | Apr 29, 2026 |
| URS Advisory LLC | History | New | 1,615 | 340 | 0.25% | — | 1293 | +1,615 | New | Q1 2026 | Apr 23, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 1,611 | 340 | 0.04% | 0.03% | 1292 | +396 | 32.59% | Q1 2026 | May 01, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 1,610 | 339 | 0.03% | 0.04% | 1294 | -204 | -11.25% | Q1 2026 | Apr 10, 2026 |
| Friday Financial | History | No change | 1,600 | 337 | 0.12% | 0.12% | 1295 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 1,514 | 333 | 0.11% | 0.11% | 1297 | +88 | 6.17% | Q1 2026 | May 12, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 1,580 | 333 | 0.23% | 0.22% | 1296 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Timonier Family Office, LTD. | History | No change | 1,573 | 333 | 0.11% | 0.11% | 1298 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,568 | 331 | 0.02% | 0.02% | 1300 | -204 | -11.51% | Q1 2026 | Apr 06, 2026 |
| Brooklyn FI, LLC | History | Added to | 1,571 | 331 | 0.07% | 0.07% | 1299 | +11 | 0.71% | Q1 2026 | May 11, 2026 |
| Fortis Advisors, LLC | History | No change | 1,568 | 330 | 0.17% | 0.18% | 1301 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,559 | 329 | 0.01% | 0.01% | 1303 | -459 | -22.75% | Q1 2026 | May 07, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,561 | 329 | 0.01% | 0.01% | 1302 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Francis Financial, Inc. | History | Reduced | 1,553 | 328 | 0.06% | 0.07% | 1304 | -157 | -9.18% | Q1 2026 | May 07, 2026 |
| McHugh Group, LLC | History | Added to | 1,553 | 327 | 0.19% | 0.18% | 1305 | +51 | 3.4% | Q1 2026 | Apr 17, 2026 |
| Courage Miller Partners, LLC | History | No change | 1,547 | 326 | 0.09% | 0.1% | 1306 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Inspire Advisors, LLC | History | New | 1,543 | 325 | 0.03% | — | 1308 | +1,543 | New | Q1 2026 | May 15, 2026 |
| Aspen Investment Management Inc | History | Added to | 1,541 | 325 | 0.1% | 0.1% | 1307 | +22 | 1.45% | Q1 2026 | Apr 15, 2026 |
| Caitlin John, LLC | History | No change | 1,517 | 320 | 0.19% | 0.21% | 1309 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 1,453 | 319 | 0.05% | 0.05% | 1310 | -34 | -2.29% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | No change | 1,509 | 318 | 0.04% | 0.04% | 1311 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 1,500 | 316 | 0.08% | 0.07% | 1312 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sargent Investment Group, LLC | History | No change | 1,501 | 316 | 0.04% | 0.04% | 1313 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,492 | 315 | 0.27% | 0.22% | 1317 | +375 | 33.57% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 1,494 | 315 | 0.01% | 0.01% | 1314 | -15 | -0.99% | Q1 2026 | Apr 20, 2026 |
| KRS Capital Management, LLC | History | No change | 1,495 | 315 | 0.19% | 0.18% | 1315 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 1,494 | 315 | 0.02% | 0.02% | 1316 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | New | 1,480 | 313 | 0.33% | — | 1318 | +1,480 | New | Q1 2026 | May 21, 2026 |
| Denver PWM, LLC | History | Reduced | 1,393 | 312 | 0.11% | 0.12% | 1320 | -435 | -23.8% | Q1 2026 | May 12, 2026 |
| L & S Advisors Inc | History | No change | 1,481 | 312 | 0.04% | 0.03% | 1319 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,478 | 312 | 0.0% | 0.0% | 1321 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LaFleur & Godfrey LLC | History | No change | 1,475 | 311 | 0.04% | 0.04% | 1322 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 1,472 | 310 | 0.05% | 0.06% | 1324 | -292 | -16.55% | Q1 2026 | Apr 21, 2026 |
| Wealthquest Corp | History | No change | 1,466 | 310 | 0.02% | 0.02% | 1323 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arkos Global Advisors | History | Reduced | 1,465 | 309 | 0.04% | 0.04% | 1326 | -186 | -11.27% | Q1 2026 | May 13, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 1,465 | 309 | 0.11% | 0.11% | 1325 | -30 | -2.01% | Q1 2026 | May 04, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 1,460 | 308 | 0.03% | 0.03% | 1327 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Oath Planning, LLC | History | Added to | 1,457 | 307 | 0.27% | 0.3% | 1328 | +6 | 0.41% | Q1 2026 | May 08, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 1,450 | 306 | 0.11% | 0.13% | 1329 | -265 | -15.45% | Q1 2026 | Apr 21, 2026 |
| Kendall Capital Management | History | No change | 1,447 | 305 | 0.06% | 0.06% | 1330 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 1,440 | 304 | 0.02% | 0.02% | 1331 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 1,435 | 303 | 0.02% | 0.02% | 1332 | -20 | -1.37% | Q1 2026 | Apr 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 1,431 | 303 | 0.04% | 0.04% | 1333 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vivaldi Capital Management LP | History | Added to | 1,433 | 302 | 0.04% | 0.04% | 1334 | +3 | 0.21% | Q1 2026 | May 14, 2026 |
| Campion Asset Management | History | No change | 1,433 | 302 | 0.2% | 0.21% | 1335 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 1,428 | 301 | 0.02% | 0.02% | 1336 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Financial Corp/CA | History | Added to | 1,423 | 300 | 0.12% | 0.12% | 1338 | +34 | 2.45% | Q1 2026 | Apr 22, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 1,423 | 300 | 0.08% | 0.08% | 1337 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 1,419 | 299 | 0.15% | 0.13% | 1340 | +283 | 24.91% | Q1 2026 | May 13, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 1,419 | 299 | 0.03% | 0.03% | 1339 | +9 | 0.64% | Q1 2026 | Apr 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,415 | 298 | 0.02% | 0.02% | 1341 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 1,407 | 297 | 0.02% | 0.02% | 1342 | -204 | -12.66% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | No change | 1,408 | 297 | 0.1% | 0.09% | 1343 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Proactive Wealth Strategies LLC | History | New | 1,405 | 296 | 0.06% | — | 1344 | +1,405 | New | Q1 2026 | Apr 29, 2026 |
| Prism Planning Partners LLC | History | Added to | 1,401 | 295 | 0.35% | 0.28% | 1349 | +212 | 17.83% | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 1,399 | 295 | 0.03% | 0.03% | 1345 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Black Swift Group, LLC | History | No change | 1,400 | 295 | 0.05% | 0.05% | 1346 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,400 | 295 | 0.15% | 0.15% | 1347 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Thrive Wealth Management, LLC | History | No change | 1,399 | 295 | 0.04% | 0.04% | 1348 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 1,395 | 294 | 0.08% | 0.1% | 1350 | -189 | -11.93% | Q1 2026 | Apr 30, 2026 |
| Independence Bank of Kentucky | History | No change | 1,387 | 292 | 0.04% | 0.04% | 1351 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 1,379 | 291 | 0.07% | 0.07% | 1352 | +5 | 0.36% | Q1 2026 | Apr 22, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 1,380 | 291 | 0.14% | 0.15% | 1353 | +1 | 0.07% | Q1 2026 | Apr 22, 2026 |
| FIRST INTERSTATE BANK | History | New | 1,369 | 289 | 0.02% | — | 1354 | +1,369 | New | Q1 2026 | Apr 29, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 1,301 | 287 | 0.08% | — | 1357 | +1,301 | New | Q1 2026 | Apr 27, 2026 |
| Partners in Financial Planning | History | Reduced | 1,361 | 287 | 0.05% | 0.05% | 1356 | -12 | -0.87% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | No change | 1,362 | 287 | 0.08% | 0.08% | 1355 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ethos Financial Group, LLC | History | New | 1,378 | 286 | 0.02% | — | 1361 | +1,378 | New | Q1 2026 | May 05, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 1,357 | 286 | 0.19% | 0.2% | 1358 | -74 | -5.17% | Q1 2026 | Apr 28, 2026 |
| West Branch Capital LLC | History | No change | 1,355 | 286 | 0.08% | 0.07% | 1359 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,353 | 286 | 0.02% | 0.02% | 1360 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,353 | 285 | 0.03% | 0.03% | 1362 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,342 | 284 | 0.2% | 0.2% | 1363 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Sagace Wealth Management LLC | History | No change | 1,341 | 283 | 0.19% | 0.19% | 1364 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 1,340 | 282 | 0.05% | 0.04% | 1365 | +125 | 10.29% | Q1 2026 | Apr 28, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 1,332 | 281 | 0.04% | 0.47% | 1366 | -12,192 | -90.15% | Q1 2026 | May 07, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 1,334 | 281 | 0.05% | 0.05% | 1367 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Family Office Research LLC | History | Added to | 1,326 | 280 | 0.12% | 0.12% | 1368 | +1 | 0.08% | Q1 2026 | May 13, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 1,283 | 279 | 0.02% | 0.02% | 1369 | -17 | -1.31% | Q1 2026 | Apr 20, 2026 |
| Goodwin Investment Advisory | History | No change | 1,324 | 279 | 0.33% | 0.31% | 1370 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tradewinds, LLC. | History | No change | 1,252 | 279 | 0.09% | 0.06% | 1371 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Copia Wealth Management | History | Reduced | 1,318 | 278 | 0.19% | 0.23% | 1373 | -173 | -11.6% | Q1 2026 | May 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,318 | 278 | 0.02% | 0.01% | 1372 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Chesapeake Wealth Management | History | Reduced | 1,313 | 277 | 0.09% | 0.09% | 1374 | -52 | -3.81% | Q1 2026 | May 18, 2026 |
| Aufman Associates Inc | History | Reduced | 1,308 | 276 | 0.14% | 0.16% | 1375 | -158 | -10.78% | Q1 2026 | May 15, 2026 |
| RMR Wealth Builders | History | Reduced | 1,308 | 276 | 0.02% | 0.02% | 1376 | -4 | -0.3% | Q1 2026 | Apr 22, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 1,303 | 275 | 0.06% | — | 1380 | +1,303 | New | Q1 2026 | Apr 15, 2026 |
| Legacy Trust | History | Reduced | 1,304 | 275 | 0.05% | 0.05% | 1378 | -20 | -1.51% | Q1 2026 | Apr 14, 2026 |
| Bangor Savings Bank | History | Reduced | 1,303 | 275 | 0.02% | 0.02% | 1377 | -2 | -0.15% | Q1 2026 | Apr 01, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,303 | 275 | 0.02% | 0.02% | 1379 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Single Point Partners, LLC | History | No change | 1,299 | 274 | 0.05% | 0.05% | 1381 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 1,293 | 273 | 0.19% | 0.2% | 1382 | -19 | -1.45% | Q1 2026 | Apr 17, 2026 |
| TL Private Wealth | History | Added to | 1,266 | 272 | 0.11% | 0.1% | 1384 | +17 | 1.36% | Q1 2026 | Apr 13, 2026 |
| Factor Wealth Management LTD | History | Added to | 1,292 | 272 | 0.05% | 0.06% | 1385 | +1 | 0.08% | Q1 2026 | Apr 20, 2026 |
| Grove Bank & Trust | History | No change | 1,290 | 272 | 0.03% | 0.03% | 1383 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Clark Asset Management, LLC | History | Reduced | 1,286 | 271 | 0.03% | 0.03% | 1387 | -48 | -3.6% | Q1 2026 | Apr 16, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,286 | 271 | 0.03% | 0.03% | 1386 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 1,279 | 269 | 0.02% | 0.02% | 1388 | +3 | 0.24% | Q1 2026 | May 07, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 1,275 | 269 | 0.02% | 0.02% | 1389 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 1,272 | 268 | 0.03% | 0.03% | 1390 | -74 | -5.5% | Q1 2026 | Apr 21, 2026 |
| Sather Financial Group Inc | History | Reduced | 1,268 | 267 | 0.02% | 0.02% | 1391 | -64 | -4.8% | Q1 2026 | Apr 29, 2026 |
| Planned Solutions, Inc. | History | No change | 1,267 | 267 | 0.09% | 0.09% | 1392 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Alpha Financial Partners LLC | History | New | 1,262 | 266 | 0.16% | — | 1394 | +1,262 | New | Q1 2026 | May 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | New | 1,260 | 266 | 0.03% | — | 1393 | +1,260 | New | Q1 2026 | May 05, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 1,250 | 263 | 0.11% | 0.11% | 1395 | +5 | 0.4% | Q1 2026 | Apr 22, 2026 |
| Vernal Point Advisors, LLC | History | No change | 1,250 | 263 | 0.11% | 0.11% | 1396 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 1,249 | 263 | 0.25% | 0.26% | 1397 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 1,245 | 262 | 0.04% | 0.06% | 1398 | -406 | -24.59% | Q1 2026 | Apr 21, 2026 |
| Paulson Wealth Management Inc. | History | No change | 1,242 | 262 | 0.06% | 0.06% | 1399 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,238 | 261 | 0.05% | 0.04% | 1402 | +180 | 17.01% | Q1 2026 | May 11, 2026 |
| CPC Advisors, LLC | History | Reduced | 1,240 | 261 | 0.04% | 0.03% | 1401 | -156 | -11.17% | Q1 2026 | Apr 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 1,237 | 261 | 0.06% | 0.05% | 1403 | +94 | 8.22% | Q1 2026 | May 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 1,240 | 261 | 0.06% | 0.06% | 1400 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Balboa Wealth Partners | History | Added to | 1,235 | 260 | 0.04% | 0.04% | 1405 | +40 | 3.35% | Q1 2026 | Apr 16, 2026 |
| CIM, LLC | History | Added to | 1,232 | 260 | 0.04% | 0.03% | 1404 | +4 | 0.33% | Q1 2026 | May 18, 2026 |
| Putney Financial Group LLC | History | No change | 1,236 | 260 | 0.26% | 0.24% | 1406 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Magnolia Private Wealth, LLC | History | New | 1,231 | 259 | 0.17% | — | 1410 | +1,231 | New | Q1 2026 | Apr 21, 2026 |
| Missouri Trust & Investment Co | History | Added to | 1,227 | 259 | 0.08% | 0.05% | 1408 | +346 | 39.27% | Q1 2026 | May 14, 2026 |
| Ellevest, Inc. | History | Added to | 1,229 | 259 | 0.04% | 0.04% | 1407 | +4 | 0.33% | Q1 2026 | May 11, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 1,227 | 259 | 0.09% | 0.1% | 1409 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,226 | 258 | 0.14% | 0.16% | 1413 | -171 | -12.24% | Q1 2026 | May 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 1,223 | 258 | 0.08% | 0.09% | 1411 | -25 | -2.0% | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,221 | 258 | 0.01% | 0.01% | 1412 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Group, LLC | History | No change | 1,210 | 255 | 0.02% | 0.02% | 1414 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WoodTrust Financial Corp | History | No change | 1,203 | 254 | 0.03% | 0.03% | 1415 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Riverstone Advisors, LLC | History | New | 1,202 | 253 | 0.12% | — | 1418 | +1,202 | New | Q1 2026 | Apr 21, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 1,201 | 253 | 0.07% | 0.1% | 1417 | -362 | -23.16% | Q1 2026 | Apr 30, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 1,200 | 253 | 0.16% | 0.16% | 1416 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Westwind Capital | History | New | 1,193 | 252 | 0.06% | — | 1421 | +1,193 | New | Q1 2026 | Apr 14, 2026 |
| Axim Planning & Wealth | History | Added to | 1,194 | 252 | 0.31% | 0.26% | 1420 | +21 | 1.79% | Q1 2026 | May 14, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 1,194 | 252 | 0.2% | 0.21% | 1419 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HM PAYSON & CO | History | No change | 1,191 | 251 | 0.0% | 0.0% | 1422 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,193 | 251 | 0.02% | 0.02% | 1423 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Portland Global Advisors LLC | History | No change | 1,189 | 251 | 0.03% | 0.03% | 1424 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,185 | 251 | 0.02% | 0.02% | 1425 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Simmons Bank | History | Reduced | 1,184 | 250 | 0.02% | 0.02% | 1426 | -160 | -11.9% | Q1 2026 | Apr 23, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 1,181 | 249 | 0.15% | — | 1428 | +1,181 | New | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Added to | 1,183 | 249 | 0.05% | 0.05% | 1427 | +53 | 4.69% | Q1 2026 | May 11, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 1,176 | 248 | 0.12% | 0.13% | 1429 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wellington Grp LLC | History | New | 1,170 | 247 | 0.08% | — | 1432 | +1,170 | New | Q1 2026 | May 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 1,170 | 247 | 0.01% | 0.02% | 1430 | -331 | -22.05% | Q1 2026 | Apr 28, 2026 |
| David J Yvars Group | History | Reduced | 1,172 | 247 | 0.14% | 0.15% | 1431 | -136 | -10.4% | Q1 2026 | Apr 08, 2026 |
| Synergy Investment Management, LLC | History | New | 1,161 | 245 | 0.08% | — | 1436 | +1,161 | New | Q1 2026 | May 14, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 1,162 | 245 | 0.18% | 0.18% | 1434 | +67 | 6.12% | Q1 2026 | Apr 16, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 1,162 | 245 | 0.05% | 0.05% | 1433 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Plan A Wealth LLC | History | No change | 1,165 | 245 | 0.12% | 0.12% | 1435 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TrueWealth Financial Partners | History | New | 1,156 | 244 | 0.1% | — | 1439 | +1,156 | New | Q1 2026 | May 20, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 1,159 | 244 | 0.03% | 0.05% | 1437 | -739 | -38.94% | Q1 2026 | Apr 27, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 1,158 | 244 | 0.44% | 0.43% | 1438 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Marex Group plc | History | Reduced | 1,155 | 243 | 0.0% | 0.0% | 1441 | -398 | -25.63% | Q1 2026 | May 13, 2026 |
| Realta Investment Advisors | History | Reduced | 1,155 | 243 | 0.08% | 0.08% | 1440 | -55 | -4.55% | Q1 2026 | Apr 22, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 1,147 | 242 | 0.12% | 0.11% | 1444 | +45 | 4.08% | Q1 2026 | May 12, 2026 |
| Center For Asset Management LLC | History | Reduced | 1,147 | 242 | 0.12% | 0.13% | 1443 | -30 | -2.55% | Q1 2026 | Apr 16, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,150 | 242 | 0.0% | 0.0% | 1442 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 1,143 | 241 | 0.16% | 0.16% | 1449 | -21 | -1.8% | Q1 2026 | Apr 17, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 1,143 | 241 | 0.15% | 0.16% | 1448 | +4 | 0.35% | Q1 2026 | Apr 20, 2026 |
| MAIRS & POWER INC | History | No change | 1,143 | 241 | 0.0% | 0.0% | 1445 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hills Bank & Trust Co | History | No change | 1,146 | 241 | 0.01% | 0.01% | 1446 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRUEFG, LLC | History | No change | 1,145 | 241 | 0.06% | 0.06% | 1447 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Next Level Private LLC | History | New | 1,138 | 240 | 0.05% | — | 1451 | +1,138 | New | Q1 2026 | Apr 23, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 1,091 | 240 | 0.08% | 0.08% | 1450 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Westover Capital Advisors, LLC | History | No change | 1,134 | 239 | 0.04% | 0.04% | 1452 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Financial Services, Inc. | History | New | 1,130 | 238 | 0.01% | — | 1454 | +1,130 | New | Q1 2026 | May 08, 2026 |
| Corundum Trust Company, INC | History | New | 1,130 | 238 | 0.54% | — | 1455 | +1,130 | New | Q1 2026 | Apr 15, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,130 | 238 | 0.01% | 0.02% | 1453 | -728 | -39.18% | Q1 2026 | Apr 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 1,120 | 236 | 0.01% | 0.01% | 1456 | +13 | 1.17% | Q1 2026 | Apr 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,113 | 235 | 0.09% | 0.09% | 1457 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 1,116 | 235 | 0.04% | 0.04% | 1458 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 1,110 | 234 | 0.09% | 0.08% | 1460 | +28 | 2.59% | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,110 | 234 | 0.0% | 0.0% | 1459 | +24 | 2.21% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 1,101 | 232 | 0.0% | 0.01% | 1462 | -3,392 | -75.5% | Q1 2026 | Apr 24, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,100 | 232 | 0.04% | 0.04% | 1461 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 1,091 | 230 | 0.04% | 0.04% | 1463 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 1,088 | 230 | 0.0% | 0.01% | 1464 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 1,086 | 229 | 0.04% | 0.05% | 1465 | +4 | 0.37% | Q1 2026 | Apr 09, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 1,087 | 229 | 0.15% | 0.16% | 1466 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 1,080 | 228 | 0.17% | 0.19% | 1467 | -128 | -10.6% | Q1 2026 | May 05, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 1,080 | 228 | 0.02% | 0.02% | 1468 | -78 | -6.74% | Q1 2026 | Apr 21, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 1,071 | 226 | 0.07% | 0.07% | 1469 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 1,068 | 225 | 0.06% | 0.07% | 1470 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RDA Financial Network | History | New | 1,057 | 223 | 0.06% | — | 1471 | +1,057 | New | Q1 2026 | Apr 08, 2026 |
| CERTUITY, LLC | History | Reduced | 1,053 | 222 | 0.01% | 0.02% | 1474 | -656 | -38.39% | Q1 2026 | May 11, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 1,056 | 222 | 0.02% | 0.02% | 1473 | +1 | 0.09% | Q1 2026 | Apr 13, 2026 |
| Segment Wealth Management, LLC | History | No change | 1,054 | 222 | 0.01% | 0.01% | 1472 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IFC Advisors LLC | History | No change | 1,054 | 222 | 0.03% | 0.03% | 1475 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 1,048 | 221 | 0.01% | 0.01% | 1476 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Van Diest Capital, LLC | History | Reduced | 1,044 | 220 | 0.17% | 0.43% | 1478 | -326 | -23.8% | Q1 2026 | May 15, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 1,045 | 220 | 0.04% | 0.04% | 1477 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 997 | 219 | 0.01% | — | 1479 | +997 | New | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Reduced | 1,037 | 218 | 0.04% | 0.09% | 1480 | -946 | -47.71% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | Added to | 1,036 | 218 | 0.02% | 0.02% | 1481 | +19 | 1.87% | Q1 2026 | Apr 10, 2026 |
| ANB BANK | History | Reduced | 1,029 | 217 | 0.09% | 0.1% | 1483 | -104 | -9.18% | Q1 2026 | May 06, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 1,032 | 217 | 0.01% | 0.01% | 1482 | -80 | -7.19% | Q1 2026 | Apr 27, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 1,027 | 216 | 0.07% | — | 1488 | +1,027 | New | Q1 2026 | May 13, 2026 |
| Zullo Investment Group, Inc. | History | New | 1,024 | 216 | 0.08% | — | 1489 | +1,024 | New | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Added to | 1,024 | 216 | 0.04% | 0.05% | 1487 | +217 | 26.89% | Q1 2026 | May 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,026 | 216 | 0.0% | 0.0% | 1484 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Waterloo Capital, L.P. | History | No change | 1,025 | 216 | 0.02% | 0.02% | 1485 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 1,026 | 216 | 0.09% | 0.1% | 1486 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aviance Capital Partners, LLC | History | No change | 1,020 | 215 | 0.03% | 0.02% | 1490 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Michael Brady & Co., LLC | History | No change | 1,018 | 214 | 0.21% | 0.21% | 1491 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 973 | 213 | 0.02% | 0.03% | 1495 | -77 | -7.33% | Q1 2026 | May 12, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 1,013 | 213 | 0.13% | 0.15% | 1493 | -58 | -5.42% | Q1 2026 | Apr 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,010 | 213 | 0.08% | 0.08% | 1494 | +3 | 0.3% | Q1 2026 | Apr 14, 2026 |
| Crumly & Associates Inc. | History | No change | 1,009 | 213 | 0.04% | 0.04% | 1492 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 1,000 | 211 | 0.01% | — | 1500 | +1,000 | New | Q1 2026 | May 07, 2026 |
| Select Asset Management & Trust | History | Reduced | 997 | 211 | 0.07% | 0.08% | 1497 | -202 | -16.85% | Q1 2026 | May 14, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 1,004 | 211 | 0.08% | 0.09% | 1499 | -35 | -3.37% | Q1 2026 | Apr 13, 2026 |
| Shoker Investment Counsel, Inc. | History | No change | 1,001 | 211 | 0.06% | 0.06% | 1496 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 996 | 211 | 0.06% | 0.06% | 1498 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Old Port Advisors | History | New | 995 | 210 | 0.05% | — | 1504 | +995 | New | Q1 2026 | Apr 06, 2026 |
| Bedminster, LLC | History | Reduced | 995 | 210 | 0.2% | 0.24% | 1503 | -253 | -20.27% | Q1 2026 | Apr 24, 2026 |
| Imprint Wealth LLC | History | Reduced | 996 | 210 | 0.96% | 1.09% | 1502 | -110 | -9.95% | Q1 2026 | May 15, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 995 | 210 | 0.1% | 0.1% | 1501 | +20 | 2.05% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | New | 993 | 209 | 0.01% | — | 1509 | +993 | New | Q1 2026 | May 06, 2026 |
| Dakota Wealth Management | History | Added to | 993 | 209 | 0.0% | 0.0% | 1506 | +13 | 1.33% | Q1 2026 | May 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 994 | 209 | 0.01% | 0.01% | 1507 | +1 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Benin Management CORP | History | No change | 990 | 209 | 0.05% | 0.05% | 1505 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 990 | 209 | 0.07% | 0.08% | 1508 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cove Private Wealth, LLC | History | New | 982 | 207 | 0.05% | — | 1513 | +982 | New | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 985 | 207 | 0.0% | 0.0% | 1512 | +3 | 0.31% | Q1 2026 | May 14, 2026 |
| DAVIS R M INC | History | No change | 982 | 207 | 0.0% | 0.0% | 1510 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 979 | 207 | 0.01% | 0.01% | 1511 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Team Financial Group, LLC | History | Added to | 966 | 203 | 0.09% | 0.08% | 1516 | +94 | 10.78% | Q1 2026 | May 01, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 963 | 203 | 0.11% | 0.09% | 1514 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Columbus Macro, LLC | History | No change | 964 | 203 | 0.02% | 0.02% | 1515 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 906 | 202 | 0.04% | — | 1521 | +906 | New | Q1 2026 | May 01, 2026 |
| Human Investing LLC | History | Reduced | 957 | 202 | 0.03% | 0.03% | 1517 | -114 | -10.64% | Q1 2026 | May 07, 2026 |
| Inscription Capital, LLC | History | Added to | 960 | 202 | 0.02% | 0.02% | 1518 | +3 | 0.31% | Q1 2026 | Apr 20, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 961 | 202 | 0.04% | 0.04% | 1519 | +3 | 0.31% | Q1 2026 | May 14, 2026 |
| Pacific Asset Management, LLC | History | Added to | 960 | 202 | 0.11% | 0.12% | 1520 | +3 | 0.31% | Q1 2026 | May 01, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 955 | 201 | 0.01% | — | 1524 | +955 | New | Q1 2026 | Apr 16, 2026 |
| Presidio Capital Management, LLC | History | New | 953 | 201 | 0.06% | — | 1523 | +953 | New | Q1 2026 | Apr 08, 2026 |
| Mathes Company, Inc. | History | No change | 950 | 201 | 0.07% | 0.07% | 1522 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 950 | 200 | 0.09% | — | 1528 | +950 | New | Q1 2026 | Apr 28, 2026 |
| PDS Planning, Inc | History | New | 948 | 200 | 0.01% | — | 1527 | +948 | New | Q1 2026 | Apr 21, 2026 |
| Elevation Advisory Partners LLC | History | New | 923 | 200 | 0.19% | — | 1529 | +923 | New | Q1 2026 | May 08, 2026 |
| ALERUS FINANCIAL NA | History | No change | 951 | 200 | 0.01% | 0.01% | 1525 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Inlight Wealth Management, LLC | History | No change | 179,293 | 200 | 0.07% | 0.07% | 1526 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 931 | 196 | 0.01% | 0.01% | 1530 | -164 | -14.98% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 923 | 194 | 0.01% | 0.02% | 1531 | -142 | -13.33% | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 913 | 192 | 0.05% | 0.05% | 1532 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 883 | 186 | 0.22% | 0.24% | 1533 | -126 | -12.49% | Q1 2026 | Apr 22, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 874 | 184 | 0.03% | 0.0% | 1535 | +865 | 9611.11% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | Added to | 873 | 184 | 0.01% | 0.0% | 1534 | +403 | 85.74% | Q1 2026 | Apr 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 869 | 183 | 0.0% | 0.0% | 1536 | +490 | 129.29% | Q1 2026 | May 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 850 | 179 | 0.05% | 0.04% | 1537 | +142 | 20.06% | Q1 2026 | May 13, 2026 |
| Provident Wealth Management, LLC | History | No change | 852 | 179 | 0.05% | 0.05% | 1538 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 834 | 176 | 0.05% | 0.03% | 1539 | +388 | 87.0% | Q1 2026 | May 12, 2026 |
| Mechanics Financial Corp | History | Reduced | 830 | 175 | 0.07% | 0.07% | 1540 | -20 | -2.35% | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 825 | 174 | 0.05% | 0.05% | 1541 | +1 | 0.12% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 797 | 168 | 0.04% | 0.04% | 1542 | +11 | 1.4% | Q1 2026 | May 06, 2026 |
| Crews Bank & Trust | History | Added to | 770 | 162 | 0.02% | 0.01% | 1543 | +544 | 240.71% | Q1 2026 | May 13, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 757 | 159 | 0.02% | 0.01% | 1544 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 756 | 159 | 0.02% | 0.02% | 1545 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 733 | 154 | 0.01% | 0.01% | 1546 | -7 | -0.95% | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 725 | 153 | 0.13% | 0.15% | 1548 | -77 | -9.6% | Q1 2026 | May 06, 2026 |
| Legacy Bridge, LLC | History | No change | 729 | 153 | 0.06% | 0.06% | 1547 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 715 | 150 | 0.09% | 0.09% | 1549 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Caldwell Trust Co | History | Reduced | 700 | 147 | 0.01% | 0.01% | 1551 | -43 | -5.79% | Q1 2026 | Apr 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 700 | 147 | 0.0% | 0.0% | 1550 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Your Advocates Ltd., LLP | History | New | 687 | 145 | 0.04% | — | 1552 | +687 | New | Q1 2026 | Apr 29, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 684 | 144 | 0.01% | 0.01% | 1553 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| City State Bank | History | No change | 676 | 142 | 0.04% | 0.04% | 1554 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 672 | 141 | 0.12% | 0.07% | 1555 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 657 | 138 | 0.01% | 0.01% | 1557 | -18,201 | -96.52% | Q1 2026 | May 12, 2026 |
| Stelac Advisory Services LLC | History | New | 657 | 138 | 0.03% | — | 1558 | +657 | New | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | No change | 657 | 138 | 0.02% | 0.02% | 1556 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 653 | 137 | 0.07% | 0.07% | 1559 | -59 | -8.29% | Q1 2026 | May 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 638 | 134 | 0.03% | 0.03% | 1560 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Covenant Partners, LLC | History | No change | 620 | 131 | 0.04% | 0.04% | 1561 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Family Manage LLC | History | Reduced | 616 | 130 | 0.02% | 0.02% | 1562 | -69 | -10.07% | Q1 2026 | May 15, 2026 |
| First PREMIER Bank | History | No change | 614 | 130 | 0.03% | 0.03% | 1563 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Founders Capital Management | History | No change | 607 | 128 | 0.06% | 0.07% | 1564 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Topsail Wealth Management, LLC | History | No change | 604 | 127 | 0.02% | 0.02% | 1565 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 595 | 125 | 0.01% | 0.01% | 1566 | +157 | 35.84% | Q1 2026 | May 06, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 585 | 123 | 0.06% | 0.07% | 1567 | -7 | -1.18% | Q1 2026 | May 04, 2026 |
| PROFFITT & GOODSON INC | History | New | 580 | 122 | 0.02% | — | 1568 | +580 | New | Q1 2026 | May 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 576 | 121 | 0.05% | 0.05% | 1569 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Security National Bank | History | Reduced | 569 | 120 | 0.02% | 0.05% | 1570 | -990 | -63.5% | Q1 2026 | Apr 16, 2026 |
| DecisionPoint Financial, LLC | History | No change | 573 | 120 | 0.03% | 0.03% | 1571 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clark Wealth Partners | History | Reduced | 565 | 119 | 0.08% | 0.08% | 1572 | -47 | -7.68% | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | No change | 560 | 118 | 0.04% | 0.04% | 1573 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Financial Life Planners | History | New | 555 | 117 | 0.09% | — | 1574 | +555 | New | Q1 2026 | Apr 24, 2026 |
| Align Financial, LLC | History | Reduced | 550 | 116 | 0.07% | 0.07% | 1575 | -116,089 | -99.53% | Q1 2026 | May 08, 2026 |
| Napier Financial, LLC | History | New | 550 | 116 | 0.03% | — | 1576 | +550 | New | Q1 2026 | May 05, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 547 | 115 | 0.02% | 0.02% | 1577 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Black Cypress Capital Management, LLC | History | No change | 539 | 113 | 0.08% | 0.08% | 1578 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | New | 533 | 112 | 0.01% | — | 1579 | +533 | New | Q1 2026 | Apr 23, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 516 | 108 | 0.03% | 0.03% | 1580 | +1 | 0.19% | Q1 2026 | May 01, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 512 | 108 | 0.01% | 0.01% | 1581 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 507 | 107 | 0.01% | — | 1582 | +507 | New | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 495 | 104 | 0.01% | 0.01% | 1583 | -348 | -41.28% | Q1 2026 | Apr 09, 2026 |
| Strategic Investment Advisors / MI | History | New | 483 | 101 | 0.01% | — | 1584 | +483 | New | Q1 2026 | May 18, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 450 | 95 | 0.06% | 0.06% | 1585 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Destiny Wealth Partners, LLC | History | New | 439 | 92 | 0.01% | — | 1588 | +439 | New | Q1 2026 | May 11, 2026 |
| Rice Partnership, LLC | History | Added to | 440 | 92 | 0.01% | 0.01% | 1586 | +65 | 17.33% | Q1 2026 | May 07, 2026 |
| WealthCollab, LLC | History | Reduced | 436 | 92 | 0.04% | 0.04% | 1587 | -22 | -4.8% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 427 | 91 | 0.05% | 0.05% | 1589 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 423 | 89 | 0.05% | 0.05% | 1590 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 408 | 86 | 0.0% | 0.0% | 1591 | +42 | 11.48% | Q1 2026 | Apr 24, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 399 | 84 | 0.03% | 0.04% | 1592 | -199 | -33.28% | Q1 2026 | Apr 14, 2026 |
| Advantage Trust Co | History | Reduced | 385 | 81 | 0.04% | 0.04% | 1594 | -10 | -2.53% | Q1 2026 | May 05, 2026 |
| Register Financial Advisors LLC | History | Reduced | 384 | 81 | 0.03% | 0.03% | 1593 | -1 | -0.26% | Q1 2026 | Apr 15, 2026 |
| Insight Inv LLC | History | No change | 376 | 79 | 0.04% | 0.04% | 1595 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Global Assets Advisory, LLC | History | New | 363 | 76 | 0.02% | — | 1596 | +363 | New | Q1 2026 | May 01, 2026 |
| Archer Investment Corp | History | Added to | 356 | 75 | 0.02% | 0.02% | 1598 | +1 | 0.28% | Q1 2026 | May 04, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 359 | 75 | 0.01% | 0.01% | 1597 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CoreFirst Bank & Trust | History | No change | 355 | 75 | 0.04% | 0.04% | 1599 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IAG Wealth Partners, LLC | History | No change | 352 | 74 | 0.01% | 0.01% | 1600 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 352 | 74 | 0.05% | 0.05% | 1601 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 347 | 73 | 0.04% | 0.02% | 1602 | +187 | 116.88% | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | No change | 345 | 72 | 0.03% | 0.03% | 1603 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | No change | 345 | 72 | 0.02% | 0.02% | 1604 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 337 | 71 | 0.0% | — | 1606 | +337 | New | Q1 2026 | Apr 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 338 | 71 | 0.0% | 0.0% | 1605 | -180 | -34.75% | Q1 2026 | Apr 13, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 929 | 70 | 0.02% | 0.03% | 1607 | -277 | -22.97% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 316 | 66 | 0.01% | 0.01% | 1608 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Pacific Financial | History | New | 305 | 64 | 0.01% | — | 1610 | +305 | New | Q1 2026 | Apr 23, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 305 | 64 | 0.02% | 0.03% | 1609 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Paladin Advisory Group, LLC | History | No change | 302 | 63 | 0.05% | 0.05% | 1611 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 301 | 63 | 0.06% | 0.06% | 1612 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 294 | 62 | 0.01% | 0.01% | 1613 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 280 | 59 | 0.03% | 0.03% | 1614 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 281 | 58 | 0.0% | — | 1617 | +281 | New | Q1 2026 | May 12, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 279 | 58 | 0.01% | 0.01% | 1616 | -1 | -0.36% | Q1 2026 | Apr 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 276 | 58 | 0.01% | 0.01% | 1615 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 271 | 57 | 0.01% | 0.01% | 1618 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Burk Holdings LLC | History | New | 269 | 56 | 0.02% | — | 1620 | +269 | New | Q1 2026 | May 07, 2026 |
| Nemes Rush Group LLC | History | No change | 266 | 56 | 0.01% | 0.01% | 1619 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roxbury Financial LLC | History | No change | 262 | 55 | 0.05% | 0.05% | 1621 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 261 | 55 | 0.04% | 0.04% | 1622 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Palouse Capital Management, Inc. | History | No change | 259 | 54 | 0.04% | 0.03% | 1623 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 254 | 53 | 0.01% | 0.01% | 1624 | -110 | -30.22% | Q1 2026 | Apr 23, 2026 |
| Aventura Private Wealth, LLC | History | New | 249 | 52 | 0.02% | — | 1627 | +249 | New | Q1 2026 | May 05, 2026 |
| Addison Advisors LLC | History | Added to | 247 | 52 | 0.01% | 0.01% | 1625 | +61 | 32.8% | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 249 | 52 | 0.02% | 0.02% | 1626 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | Reduced | 236 | 49 | 0.0% | 0.01% | 1628 | -41 | -14.8% | Q1 2026 | May 11, 2026 |
| Trask Adam Roland | History | New | 225 | 47 | 0.04% | — | 1630 | +225 | New | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 225 | 47 | 0.01% | 0.01% | 1629 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossmore Private Capital | History | No change | 211 | 44 | 0.0% | 0.0% | 1631 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 209 | 44 | 0.02% | 0.02% | 1632 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 212 | 44 | 0.01% | 0.01% | 1633 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 205 | 43 | 0.05% | 0.04% | 1634 | -1 | -0.49% | Q1 2026 | May 13, 2026 |
| Morse Asset Management, Inc | History | Reduced | 200 | 42 | 0.01% | 0.01% | 1637 | -14 | -6.54% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 200 | 42 | 0.01% | 0.01% | 1635 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | No change | 200 | 42 | 0.0% | 0.0% | 1636 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 202 | 42 | 0.02% | 0.02% | 1638 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 200 | 42 | 0.02% | 0.02% | 1639 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | No change | 195 | 41 | 0.0% | 0.0% | 1640 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 191 | 40 | 0.01% | 0.01% | 1641 | +99 | 107.61% | Q1 2026 | Apr 28, 2026 |
| Graney & King, LLC | History | No change | 193 | 40 | 0.02% | 0.02% | 1642 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Peck Wealth Management, LLC | History | No change | 194 | 40 | 0.04% | 0.04% | 1643 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Forum Finance Group S.A. | History | New | 210 | 36 | 0.02% | — | 1648 | +210 | New | Q1 2026 | May 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 172 | 36 | 0.03% | — | 1647 | +172 | New | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 175 | 36 | 0.0% | 0.0% | 1644 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Knuff & Co LLC | History | No change | 175 | 36 | 0.01% | 0.01% | 1645 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TrustBank | History | No change | 171 | 36 | 0.01% | 0.02% | 1646 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 170 | 35 | 0.01% | 0.0% | 1649 | +16 | 10.39% | Q1 2026 | May 15, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 168 | 35 | 0.03% | 0.03% | 1650 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 161 | 33 | 0.02% | — | 1653 | +161 | New | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 157 | 33 | 0.02% | — | 1652 | +157 | New | Q1 2026 | May 05, 2026 |
| Sankala Group LLC | History | No change | 159 | 33 | 0.03% | 0.03% | 1651 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Colony Family Offices, LLC | History | Reduced | 154 | 32 | 0.01% | 0.01% | 1654 | -119 | -43.59% | Q1 2026 | Apr 21, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 155 | 32 | 0.03% | 0.03% | 1655 | +1 | 0.65% | Q1 2026 | Apr 22, 2026 |
| Kentucky Trust Co | History | No change | 150 | 31 | 0.02% | 0.02% | 1656 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ransom Advisory, Ltd | History | No change | 144 | 30 | 0.01% | 0.01% | 1657 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| BIRCHBROOK, INC. | History | No change | 145 | 30 | 0.01% | 0.01% | 1658 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Strive Financial Group ,LLC | History | No change | 142 | 30 | 0.02% | 0.02% | 1659 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advocate Investing Services LLC | History | Added to | 141 | 29 | 0.02% | 0.02% | 1660 | +40 | 39.6% | Q1 2026 | Apr 22, 2026 |
| True Link Financial Advisors, LLC | History | New | 132 | 27 | 0.0% | — | 1664 | +132 | New | Q1 2026 | Apr 29, 2026 |
| Hurley Capital, LLC | History | Reduced | 130 | 27 | 0.01% | 0.03% | 1661 | -107 | -45.15% | Q1 2026 | May 06, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 130 | 27 | 0.01% | 0.01% | 1663 | -10 | -7.14% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | No change | 130 | 27 | 0.01% | 0.01% | 1662 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RMG Wealth Management LLC | History | New | 120 | 26 | 0.0% | — | 1666 | +120 | New | Q1 2026 | May 14, 2026 |
| BankPlus Trust Department | History | No change | 124 | 26 | 0.01% | 0.01% | 1665 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 119 | 25 | 0.04% | 0.84% | 1668 | -2,263 | -95.0% | Q1 2026 | May 04, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 123 | 25 | 0.01% | 0.01% | 1667 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 120 | 25 | 0.0% | 0.0% | 1669 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 120 | 25 | 0.01% | 0.01% | 1670 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Evergreen Advisors, LLC | History | New | 115 | 24 | 0.01% | — | 1673 | +115 | New | Q1 2026 | May 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 115 | 24 | 0.02% | 0.02% | 1671 | +11 | 10.58% | Q1 2026 | Apr 21, 2026 |
| Walsh & Associates, LLC | History | Reduced | 118 | 24 | 0.02% | 0.03% | 1672 | -8 | -6.35% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 109 | 23 | 0.0% | 0.02% | 1674 | -269 | -71.16% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | Reduced | 112 | 23 | 0.01% | 0.01% | 1677 | -62 | -35.63% | Q1 2026 | Apr 10, 2026 |
| Red Tortoise LLC | History | Added to | 112 | 23 | 0.01% | 0.01% | 1676 | +1 | 0.9% | Q1 2026 | Apr 21, 2026 |
| Davis Capital Management | History | No change | 112 | 23 | 0.02% | 0.02% | 1675 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 111 | 23 | 0.01% | 0.01% | 1678 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Networth Advisors, LLC | History | Added to | 106 | 22 | 0.02% | 0.01% | 1679 | +29 | 37.66% | Q1 2026 | Apr 22, 2026 |
| Community Financial Services Group, LLC | History | New | 100 | 21 | 0.0% | — | 1683 | +100 | New | Q1 2026 | Apr 08, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 21 | 0.0% | 0.0% | 1680 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 100 | 21 | 0.0% | 0.0% | 1681 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BAYBAN | History | No change | 100 | 21 | 0.02% | 0.02% | 1682 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Freedom, LLC | History | New | 96 | 20 | 0.01% | — | 1686 | +96 | New | Q1 2026 | Apr 30, 2026 |
| SFAM, LLC | History | No change | 96 | 20 | 0.02% | 0.02% | 1684 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 95 | 20 | 0.02% | 0.02% | 1685 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 91 | 19 | 0.01% | 0.01% | 1688 | -3 | -3.19% | Q1 2026 | May 15, 2026 |
| Hartford Financial Management Inc. | History | No change | 93 | 19 | 0.0% | 0.0% | 1687 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NorthAvenue LLC | History | No change | 89 | 18 | 0.01% | 0.01% | 1689 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 85 | 17 | 0.0% | 0.0% | 1690 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MRP Capital Investments, LLC | History | New | 76 | 16 | 0.01% | — | 1691 | +76 | New | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 75 | 15 | 0.0% | 0.0% | 1693 | +25 | 50.0% | Q1 2026 | May 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 75 | 15 | 0.0% | 0.0% | 1692 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 74 | 15 | 0.01% | 0.0% | 1694 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 71 | 14 | 0.0% | 0.0% | 1695 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Coastline Trust Co | History | No change | 70 | 14 | 0.0% | 0.0% | 1696 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Colonial Trust Advisors | History | No change | 65 | 13 | 0.0% | 0.0% | 1697 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trust Co | History | No change | 63 | 13 | 0.0% | 0.0% | 1698 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 64 | 13 | 0.01% | 0.01% | 1699 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Timmons Wealth Management, LLC | History | No change | 65 | 13 | 0.01% | 0.01% | 1700 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 57 | 12 | 0.0% | 0.0% | 1701 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 61 | 12 | 0.01% | 0.01% | 1702 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Field & Main Bank | History | No change | 61 | 12 | 0.0% | 0.0% | 1703 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 58 | 12 | 0.01% | 0.01% | 1704 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 59 | 12 | 0.0% | 0.0% | 1705 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 55 | 11 | 0.0% | — | 1706 | +55 | New | Q1 2026 | Apr 28, 2026 |
| Orion Capital Management LLC | History | Added to | 50 | 10 | 0.0% | 0.0% | 1708 | +9 | 21.95% | Q1 2026 | May 14, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 51 | 10 | 0.0% | 0.0% | 1707 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Collier Financial | History | No change | 48 | 10 | 0.01% | 0.01% | 1709 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 46 | 9 | 0.01% | — | 1710 | +46 | New | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | No change | 41 | 8 | 0.0% | 0.0% | 1711 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| United Financial Planning Group LLC | History | No change | 42 | 8 | 0.0% | 0.0% | 1712 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| New Millennium Group LLC | History | No change | 30 | 6 | 0.0% | 0.0% | 1713 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 24 | 5 | 0.0% | 0.0% | 1714 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 24 | 5 | 0.0% | 0.0% | 1715 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 28 | 5 | 0.0% | 0.0% | 1716 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 22 | 4 | 0.0% | 0.0% | 1721 | -95 | -81.2% | Q1 2026 | May 04, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 23 | 4 | 0.0% | — | 1722 | +23 | New | Q1 2026 | Apr 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 20 | 4 | 0.0% | 0.0% | 1717 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 20 | 4 | 0.0% | 0.0% | 1718 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHELSEA COUNSEL CO | History | No change | 20 | 4 | 0.0% | 0.0% | 1719 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cheviot Value Management, LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 1720 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 18 | 3 | 0.0% | 0.0% | 1723 | -1 | -5.26% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 15 | 3 | 0.0% | 0.0% | 1724 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 12 | 2 | 0.0% | 0.0% | 1725 | -188 | -94.0% | Q1 2026 | May 11, 2026 |
| Midwest Capital Advisors, LLC | History | New | 13 | 2 | 0.0% | — | 1728 | +13 | New | Q1 2026 | Apr 24, 2026 |
| Main Street Group, LTD | History | New | 12 | 2 | 0.0% | — | 1727 | +12 | New | Q1 2026 | May 06, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 1726 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 1729 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | No change | 6 | 1 | 0.0% | 0.0% | 1730 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -915,221 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -312,700 | -100.0% | Q1 2026 | May 15, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 3.45% | — | -150,813 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.39% | — | -81,053 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Polianta Ltd | History | Closed out | 0 | 0 | — | 1.17% | — | -42,200 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -39,687 | -100.0% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -27,749 | -100.0% | Q1 2026 | May 01, 2026 |
| Telos Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.37% | — | -18,614 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.3% | — | -15,837 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -14,287 | -100.0% | Q1 2026 | May 15, 2026 |
| SeaBridge Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -12,701 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,021 | -100.0% | Q1 2026 | May 20, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,823 | -100.0% | Q1 2026 | May 14, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.2% | — | -5,397 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,287 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -5,061 | -100.0% | Q1 2026 | May 04, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,138 | -100.0% | Q1 2026 | May 11, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -3,707 | -100.0% | Q1 2026 | May 11, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,320 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,054 | -100.0% | Q1 2026 | May 04, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,971 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,779 | -100.0% | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,744 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Charles Schwab Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -1,657 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Argo Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,623 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -1,572 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,534 | -100.0% | Q1 2026 | May 14, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,454 | -100.0% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,447 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,321 | -100.0% | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,296 | -100.0% | Q1 2026 | May 12, 2026 |
| Wellment Financial | History | Closed out | 0 | 0 | — | 0.31% | — | -1,252 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Leelyn Smith, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,152 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -1,144 | -100.0% | Q1 2026 | May 01, 2026 |
| Strategic Financial Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,143 | -100.0% | Q1 2026 | May 01, 2026 |
| Stanich Group LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,072 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Midwest Heritage Bank, FSB | History | Closed out | 0 | 0 | — | 0.08% | — | -1,070 | -100.0% | Q1 2026 | Apr 15, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,069 | -100.0% | Q1 2026 | May 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,063 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,026 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,018 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Riverwater Partners LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -988 | -100.0% | Q1 2026 | May 07, 2026 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -977 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Oak Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -972 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -962 | -100.0% | Q1 2026 | Apr 30, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -888 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -378 | -100.0% | Q1 2026 | May 15, 2026 |
| ENTRUST FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -234 | -100.0% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -217 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -202 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -125 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q1 2026 | May 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 13, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -87 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | May 04, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 06, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 11, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | Apr 23, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 16, 2026 |
| BFSG, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |