iSHARES TRUST - IVV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 87,453,225 | 57,125,320 | 1.0% | 0.95% | 1 | +5,464,126 | 6.66% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 34,597,700 | 22,599,562 | 13.91% | 14.66% | 2 | +759,983 | 2.25% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 32,959,643 | 21,529,354 | 5.76% | 5.35% | 3 | +6,617,317 | 25.12% | Q1 2026 | May 04, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 26,281,933 | 17,167,621 | 17.1% | 20.23% | 4 | -6,170,967 | -19.02% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 24,018,496 | 15,689,121 | 10.64% | 11.27% | 5 | +1,025,490 | 4.46% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 23,381,866 | 15,273,270 | 0.92% | 0.98% | 6 | -646,370 | -2.69% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,561,821 | 14,960,108 | 0.96% | 0.48% | 7 | +12,467,700 | 112.38% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 20,079,104 | 13,115,871 | 0.96% | 1.08% | 8 | -1,617,371 | -7.45% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,585,852 | 12,793,674 | 2.41% | 2.35% | 9 | +726,290 | 3.85% | Q1 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,924,918 | 12,055,452 | 5.79% | 7.66% | 10 | +575,630 | 3.14% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,294,669 | 11,950,261 | 2.1% | 3.17% | 11 | -10,144,191 | -35.67% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 16,114,884 | 10,526,403 | 38.93% | 38.01% | 12 | -694,579 | -4.13% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,679,384 | 10,241,930 | 5.91% | 5.9% | 13 | -84,137 | -0.53% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 13,849,892 | 9,046,887 | 1.04% | 1.17% | 14 | -95,630 | -0.69% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 13,359,615 | 8,726,634 | 1.6% | 1.63% | 15 | -115,469 | -0.86% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 12,985,806 | 8,482,458 | 3.53% | 4.17% | 16 | -1,508,472 | -10.41% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 12,162,948 | 7,944,959 | 9.33% | 7.64% | 17 | +1,684,897 | 16.08% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 11,586,990 | 7,568,737 | 2.01% | 1.96% | 18 | +1,103,930 | 10.53% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,280,154 | 6,061,889 | 0.8% | 0.81% | 19 | +37,864 | 0.41% | Q1 2026 | May 14, 2026 |
| Capula Management Ltd | History | Added to | 9,094,984 | 5,940,934 | 42.25% | 2.12% | 20 | +8,478,226 | 1374.64% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 8,732,982 | 5,704,471 | 38.42% | 44.39% | 21 | -565,322 | -6.08% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 7,890,999 | 5,154,479 | 6.35% | 6.33% | 22 | +242,331 | 3.17% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,988,930 | 4,565,239 | 6.15% | 6.4% | 23 | -17,814 | -0.25% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,277,407 | 4,099,090 | 0.95% | 1.22% | 24 | -1,611,280 | -20.43% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 6,025,941 | 3,936,205 | 0.21% | 0.21% | 25 | +1,941 | 0.03% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 5,820,684 | 3,802,402 | 4.61% | 4.6% | 26 | +93,002 | 1.62% | Q1 2026 | May 14, 2026 |
| Alberta Investment Management Corp | History | Reduced | 5,805,305 | 3,792,083 | 22.75% | 28.38% | 27 | -1,201,557 | -17.15% | Q1 2026 | Apr 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,328,032 | 3,649,382 | 1.18% | 1.14% | 28 | +69,004 | 1.31% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 5,477,415 | 3,577,902 | 14.89% | 13.9% | 29 | -1,138,655 | -17.21% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 5,473,014 | 3,574,812 | 4.17% | 4.43% | 30 | +44,017 | 0.81% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,681,918 | 3,058,275 | 0.46% | 0.36% | 31 | +1,432,944 | 44.1% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,551,199 | 2,972,722 | 0.92% | 0.93% | 32 | +182,133 | 4.17% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,483,729 | 2,944,676 | 6.0% | 6.16% | 33 | -2,053,060 | -31.41% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 4,460,850 | 2,913,871 | 0.47% | 0.06% | 34 | +3,875,130 | 661.6% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,306,307 | 2,812,648 | 4.91% | 5.34% | 35 | +210,838 | 5.15% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,260,894 | 2,783,258 | 2.96% | 3.03% | 36 | +214,419 | 5.3% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,565,910 | 2,763,173 | 3.95% | 3.51% | 37 | -12,859,395 | -73.8% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 4,222,195 | 2,758,557 | 7.8% | 12.12% | 38 | -2,044,681 | -32.63% | Q1 2026 | May 15, 2026 |
| National Pension Service | History | No change | 4,119,355 | 2,690,803 | 2.04% | 2.09% | 39 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Korea Investment CORP | History | Added to | 4,015,958 | 2,623,263 | 5.43% | 4.92% | 40 | +366,892 | 10.05% | Q1 2026 | May 12, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 3,581,847 | 2,339,698 | 18.02% | 17.99% | 41 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 3,225,810 | 2,107,131 | 6.21% | 6.22% | 42 | -9,463 | -0.29% | Q1 2026 | May 08, 2026 |
| Michael & Susan Dell Foundation | History | No change | 3,187,927 | 2,082,385 | 73.08% | 75.69% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,184,798 | 2,080,431 | 2.21% | 2.01% | 44 | +495,513 | 18.43% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,182,076 | 2,078,563 | 7.59% | 7.73% | 45 | +30,322 | 0.96% | Q1 2026 | Apr 24, 2026 |
| USS Investment Management Ltd | History | Added to | 3,033,549 | 1,981,408 | 7.75% | 1.19% | 46 | +2,659,582 | 711.18% | Q1 2026 | Apr 24, 2026 |
| Kedalion Capital Management LLP | History | Added to | 3,031,500 | 1,980,206 | 56.89% | 48.59% | 47 | +142,000 | 4.91% | Q1 2026 | Apr 27, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 3,015,478 | 1,969,740 | 68.45% | 0.04% | 48 | +3,013,944 | 196476.14% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,956,300 | 1,931,084 | 2.04% | 2.03% | 49 | -2,000 | -0.07% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 2,885,532 | 1,884,858 | 13.26% | 24.76% | 50 | -5,276,386 | -64.65% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,829,481 | 1,848,245 | 3.38% | 3.7% | 51 | +1,126,589 | 66.16% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,750,861 | 1,796,890 | 0.67% | 0.65% | 52 | -4,253 | -0.15% | Q1 2026 | May 13, 2026 |
| Bridgewater Associates, LP | History | Reduced | 2,679,084 | 1,750,004 | 7.81% | 10.45% | 53 | -1,506,505 | -35.99% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,669,963 | 1,744,046 | 13.7% | 14.52% | 54 | +6,171 | 0.23% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 2,661,628 | 1,738,616 | 2.45% | 2.54% | 55 | +113,914 | 4.47% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 2,646,824 | 1,728,931 | 2.78% | 3.04% | 56 | -2,407 | -0.09% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,640,321 | 1,724,684 | 2.41% | 2.49% | 57 | -86,889 | -3.19% | Q1 2026 | Apr 27, 2026 |
| Choate Investment Advisors | History | Added to | 2,576,994 | 1,683,318 | 32.94% | 32.84% | 58 | +133,775 | 5.48% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,521,792 | 1,647,259 | 0.18% | 0.25% | 59 | -634,851 | -20.11% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,453,100 | 1,602,389 | 0.86% | 0.63% | 60 | +663,373 | 37.07% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,356,135 | 1,538,900 | 6.66% | 6.64% | 61 | +54,030 | 2.35% | Q1 2026 | May 15, 2026 |
| AIA Group Ltd | History | Added to | 2,337,533 | 1,526,899 | 22.2% | 22.31% | 62 | +160,781 | 7.39% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,299,769 | 1,502,228 | 5.98% | 5.94% | 63 | +50,595 | 2.25% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,298,647 | 1,501,499 | 1.14% | 0.91% | 64 | +519,698 | 29.21% | Q1 2026 | May 14, 2026 |
| BANK OF KOREA | History | Added to | 2,268,111 | 1,481,552 | 35.84% | 35.31% | 65 | +1,091,124 | 92.7% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,203,708 | 1,439,607 | 1.6% | 1.64% | 66 | +107,581 | 5.13% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,178,323 | 1,422,902 | 0.18% | 0.2% | 67 | +274,135 | 14.4% | Q1 2026 | May 12, 2026 |
| UNC Management Company, Inc. | History | Added to | 1,870,773 | 1,222,008 | 74.58% | 80.71% | 68 | +568,412 | 43.64% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 1,859,007 | 1,214,321 | 2.12% | 3.39% | 69 | -1,486,585 | -44.43% | Q1 2026 | May 14, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 1,827,435 | 1,193,698 | 7.12% | 7.84% | 70 | -792,103 | -30.24% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,822,421 | 1,190,423 | 3.3% | 3.08% | 71 | -24,970 | -1.35% | Q1 2026 | May 04, 2026 |
| ALLIANZ SE | History | Added to | 1,767,045 | 1,154,251 | 12.8% | 14.96% | 72 | +70,669 | 4.17% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,737,782 | 1,135,136 | 6.09% | 4.21% | 73 | +610,257 | 54.12% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 1,729,838 | 1,129,947 | 6.38% | 6.82% | 74 | -876 | -0.05% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,721,246 | 1,124,335 | 1.85% | 1.36% | 75 | +300,446 | 21.15% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 1,701,915 | 1,111,708 | 34.16% | 36.83% | 76 | +76,417 | 4.7% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,641,641 | 1,073,148 | 1.57% | 1.61% | 77 | +37,180 | 2.32% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 1,637,942 | 1,069,920 | 12.15% | 10.7% | 78 | +256,717 | 18.59% | Q1 2026 | May 11, 2026 |
| BARINGS LLC | History | Reduced | 1,673,647 | 1,062,648 | 17.16% | 21.83% | 79 | -43,803 | -2.55% | Q1 2026 | May 06, 2026 |
| MKP Capital Management, L.L.C. | History | Reduced | 1,618,986 | 1,057,537 | 34.75% | 68.04% | 80 | -1,171,686 | -41.99% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 1,557,834 | 1,017,592 | 1.77% | 2.39% | 81 | -223,106 | -12.53% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Added to | 1,534,381 | 1,002,273 | 10.68% | 10.03% | 82 | +51,657 | 3.48% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,517,545 | 991,275 | 11.72% | 12.14% | 83 | -41,534 | -2.66% | Q1 2026 | May 15, 2026 |
| Alaska Permanent Fund Corp | History | No change | 1,323,000 | 955,298 | 60.81% | 58.85% | 84 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TORONTO DOMINION BANK | History | Added to | 1,443,344 | 942,806 | 1.35% | 0.45% | 85 | +1,001,299 | 226.52% | Q1 2026 | May 15, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 1,425,879 | 931,398 | 20.73% | 24.53% | 86 | -190,604 | -11.79% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,423,029 | 929,536 | 7.52% | 7.9% | 87 | +12,420 | 0.88% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,412,900 | 922,921 | 2.28% | 2.01% | 88 | +135,695 | 10.62% | Q1 2026 | Apr 22, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,397,421 | 912,809 | 8.97% | 9.25% | 89 | -75,482 | -5.12% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 1,394,503 | 910,903 | 2.39% | 2.66% | 90 | -41,285 | -2.88% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,359,535 | 888,247 | 5.46% | 5.25% | 91 | +87,582 | 6.89% | Q1 2026 | May 15, 2026 |
| Constellation Investments, Inc. | History | Reduced | 1,358,390 | 887,313 | 29.45% | 31.82% | 92 | -146,657 | -9.74% | Q1 2026 | Apr 22, 2026 |
| Blue Sparrow, LLC /DE | History | No change | 1,340,000 | 875,301 | 14.96% | 17.28% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 1,295,264 | 846,079 | 21.59% | 23.01% | 94 | -3,663 | -0.28% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,277,747 | 834,636 | 30.22% | 31.93% | 95 | +32,161 | 2.58% | Q1 2026 | May 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | New | 1,267,527 | 827,961 | 0.51% | — | 96 | +1,267,527 | New | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 1,258,002 | 821,739 | 2.81% | 2.88% | 97 | -50,999 | -3.9% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,249,076 | 815,909 | 6.09% | 6.61% | 98 | +57,497 | 4.83% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,228,966 | 802,773 | 11.96% | 12.3% | 99 | -6,055 | -0.49% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,209,124 | 789,811 | 4.37% | 7.58% | 100 | -1,943,798 | -61.65% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,202,937 | 785,770 | 2.03% | 1.81% | 101 | +205,322 | 20.58% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 1,199,600 | 783,590 | 11.88% | 12.02% | 102 | -304,700 | -20.26% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,193,426 | 779,557 | 6.8% | 7.14% | 103 | +132,413 | 12.48% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,175,199 | 767,652 | 6.0% | 5.2% | 104 | +279,786 | 31.25% | Q1 2026 | Apr 07, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,155,500 | 754,784 | 4.9% | 4.87% | 105 | +45,534 | 4.1% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,148,258 | 750,054 | 1.33% | 1.33% | 106 | +66,317 | 6.13% | Q1 2026 | May 14, 2026 |
| Simplify Asset Management Inc. | History | Added to | 1,092,266 | 713,479 | 10.95% | 11.29% | 107 | +82,160 | 8.13% | Q1 2026 | Apr 27, 2026 |
| Circle Wealth Management, LLC | History | Added to | 1,088,898 | 711,278 | 10.14% | 9.12% | 108 | +223,933 | 25.89% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 1,029,808 | 705,357 | 2.81% | 2.81% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,068,916 | 698,226 | 12.56% | 10.46% | 110 | +234,126 | 28.05% | Q1 2026 | Jun 02, 2026 |
| CI INVESTMENTS INC. | History | No change | 1,064,173 | 695,128 | 3.37% | 3.19% | 111 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,041,800 | 680,514 | 2.2% | 2.5% | 112 | -128,247 | -10.96% | Q1 2026 | May 14, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 1,029,000 | 672,153 | 15.8% | 14.09% | 113 | +278,000 | 37.02% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,027,583 | 671,228 | 1.06% | 1.02% | 114 | +61,022 | 6.31% | Q1 2026 | May 06, 2026 |
| LMR Partners LLP | History | Reduced | 1,016,400 | 663,922 | 1.46% | 1.34% | 115 | -23,600 | -2.27% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 986,000 | 644,065 | 4.55% | 7.08% | 116 | -444,000 | -31.05% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 981,961 | 641,426 | 0.67% | 5.77% | 117 | -7,342,143 | -88.2% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 963,214 | 627,649 | 1.2% | 1.13% | 118 | +36,083 | 3.89% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Added to | 879,831 | 574,713 | 2.08% | 2.0% | 119 | +76,462 | 9.52% | Q1 2026 | Jun 02, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 904,364 | 574,207 | 0.47% | 0.41% | 120 | +119,156 | 15.18% | Q1 2026 | May 14, 2026 |
| Nationwide Fund Advisors | History | Added to | 868,557 | 567,350 | 24.83% | 25.45% | 121 | +756 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 863,829 | 564,262 | 0.88% | 1.01% | 122 | -79,895 | -8.47% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 851,150 | 556,880 | 2.75% | 2.78% | 123 | +76,294 | 9.85% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 846,215 | 556,856 | 5.26% | 5.58% | 124 | +86,354 | 11.36% | Q1 2026 | Apr 07, 2026 |
| Japan Science & Technology Agency | History | Reduced | 847,800 | 553,791 | 11.51% | 14.73% | 125 | -323,000 | -27.59% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 840,530 | 549,042 | 6.76% | 6.9% | 126 | +58,716 | 7.51% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 833,144 | 544,176 | 0.13% | 0.15% | 127 | -87,422 | -9.5% | Q1 2026 | May 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 821,849 | 536,840 | 20.22% | 22.14% | 128 | -45,799 | -5.28% | Q1 2026 | May 12, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 793,084 | 518,050 | 13.63% | 13.88% | 129 | +31,433 | 4.13% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 786,814 | 513,954 | 0.25% | 0.26% | 130 | -38,117 | -4.62% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 772,663 | 504,710 | 0.75% | 0.75% | 131 | +59,504 | 8.34% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 772,216 | 504,419 | 0.46% | 0.04% | 132 | +689,441 | 832.91% | Q1 2026 | May 14, 2026 |
| FIL Ltd | History | Reduced | 762,599 | 498,137 | 0.39% | 0.41% | 133 | -45,028 | -5.58% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 755,209 | 493,310 | 1.87% | 1.96% | 134 | +60,538 | 8.71% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 720,762 | 470,808 | 6.57% | 6.28% | 135 | +30,974 | 4.49% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 719,143 | 469,779 | 0.43% | 0.42% | 136 | +35,212 | 5.15% | Q1 2026 | May 12, 2026 |
| Matson Money. Inc. | History | Added to | 720,815 | 464,066 | 14.23% | 13.86% | 137 | +80,385 | 12.55% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 704,106 | 459,928 | 2.43% | 2.0% | 138 | +288,534 | 69.43% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 702,876 | 459,125 | 2.34% | 2.34% | 139 | +80,291 | 12.9% | Q1 2026 | May 08, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 702,776 | 459,060 | 8.24% | 8.04% | 140 | +74,157 | 11.8% | Q1 2026 | May 14, 2026 |
| Main Management Fund Advisors LLC | History | Added to | 808,311 | 454,760 | 38.19% | 38.56% | 141 | +190,811 | 30.9% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Added to | 695,831 | 454,523 | 10.14% | 10.52% | 142 | +13,482 | 1.98% | Q1 2026 | May 08, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 689,375 | 450,306 | 13.66% | 13.58% | 143 | +19,349 | 2.89% | Q1 2026 | May 13, 2026 |
| P/E Global LLC | History | Reduced | 689,234 | 450,214 | 35.48% | 34.52% | 144 | -10,179 | -1.46% | Q1 2026 | Apr 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 678,794 | 443,394 | 14.03% | 15.76% | 145 | +46,349 | 7.33% | Q1 2026 | May 07, 2026 |
| Heritage Wealth Advisors | History | Added to | 678,104 | 442,944 | 17.31% | 17.33% | 146 | +15,748 | 2.38% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 677,106 | 442,292 | 2.44% | 2.63% | 147 | +37,409 | 5.85% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 661,906 | 432,363 | 12.31% | 12.36% | 148 | +33,997 | 5.41% | Q1 2026 | May 12, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | New | 659 | 430,465 | 4.83% | — | 149 | +659 | New | Q1 2026 | Apr 27, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 649,315 | 424,139 | 28.79% | 29.79% | 150 | +24,607 | 3.94% | Q1 2026 | Apr 29, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 628,924 | 413,870 | 45.13% | 46.16% | 151 | +7,453 | 1.2% | Q1 2026 | May 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 632,560 | 413,194 | 1.72% | 1.5% | 152 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | Reduced | 610,802 | 398,982 | 3.66% | 4.47% | 153 | -120,547 | -16.48% | Q1 2026 | May 11, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 609,638 | 398,221 | 8.58% | 8.42% | 154 | +52,351 | 9.39% | Q1 2026 | Apr 07, 2026 |
| Swan Global Investments, LLC | History | Reduced | 606,594 | 396,233 | 13.23% | 12.76% | 155 | -23,015 | -3.66% | Q1 2026 | May 07, 2026 |
| GENWORTH FINANCIAL INC | History | No change | 601,470 | 392,886 | 91.85% | 92.41% | 156 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 599,552 | 391,633 | 5.97% | 4.81% | 157 | +122,823 | 25.76% | Q1 2026 | May 01, 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd | History | Added to | 603,100 | 386,942 | 62.24% | 23.56% | 158 | +397,971 | 194.01% | Q1 2026 | May 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 586,856 | 383,340 | 20.25% | 20.97% | 159 | -15,696 | -2.6% | Q1 2026 | Apr 29, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Reduced | 577,037 | 376,926 | 31.16% | 34.66% | 160 | -97,112 | -14.41% | Q1 2026 | May 07, 2026 |
| OP Asset Management Ltd | History | Added to | 570,878 | 372,903 | 4.58% | 4.44% | 161 | +24,640 | 4.51% | Q1 2026 | Apr 10, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 562,015 | 367,113 | 1.95% | 1.85% | 162 | +42,954 | 8.28% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 558,202 | 364,623 | 2.25% | 2.24% | 163 | +26,101 | 4.91% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 557,593 | 364,225 | 21.24% | 21.49% | 164 | +13,158 | 2.42% | Q1 2026 | Apr 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 550,875 | 359,836 | 2.71% | 2.8% | 165 | +10,210 | 1.89% | Q1 2026 | May 12, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 548,029 | 357,978 | 18.45% | 17.9% | 166 | +45,925 | 9.15% | Q1 2026 | May 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 547,923 | 357,908 | 1.98% | 1.9% | 167 | +27,593 | 5.3% | Q1 2026 | Apr 22, 2026 |
| Soundwatch Capital LLC | History | Added to | 543,836 | 355,238 | 44.78% | 30.85% | 168 | +253,470 | 87.29% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 537,707 | 351,235 | 1.35% | — | 169 | +537,707 | New | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 535,640 | 349,887 | 1.89% | 1.99% | 170 | +28,692 | 5.66% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 533,947 | 348,779 | 8.66% | 9.8% | 171 | -10,398 | -1.91% | Q1 2026 | Apr 15, 2026 |
| STATE STREET CORP | History | Added to | 532,508 | 347,839 | 0.01% | 0.01% | 172 | +5,479 | 1.04% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 527,597 | 344,631 | 0.7% | 1.38% | 173 | -460,450 | -46.6% | Q1 2026 | May 06, 2026 |
| Klingman & Associates, LLC | History | Added to | 526,701 | 344,046 | 16.47% | 16.99% | 174 | +12,506 | 2.43% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 526,398 | 343,848 | 5.96% | 6.69% | 175 | -8,604 | -1.61% | Q1 2026 | Apr 20, 2026 |
| Bank of Finland | History | Added to | 523,569 | 342,000 | 25.03% | 24.84% | 176 | +1,413 | 0.27% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 523,500 | 341,955 | 0.16% | 0.15% | 177 | +105,348 | 25.19% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 521,601 | 340,714 | 5.33% | 4.78% | 178 | +119,146 | 29.6% | Q1 2026 | May 04, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 511,337 | 334,010 | 22.48% | 23.17% | 179 | +21,125 | 4.31% | Q1 2026 | May 12, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 510,550 | 333,497 | 11.67% | 27.25% | 180 | -825,584 | -61.79% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 502,323 | 328,122 | 15.83% | 16.28% | 181 | +1,754 | 0.35% | Q1 2026 | Apr 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 497,598 | 325,035 | 10.99% | 12.17% | 182 | -9,056 | -1.79% | Q1 2026 | Apr 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 467,000 | 319,866 | 1.9% | 1.9% | 183 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 485,839 | 317,354 | 0.91% | 0.9% | 184 | -2,581 | -0.53% | Q1 2026 | May 08, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 485,265 | 316,979 | 24.58% | 25.75% | 185 | -7,701 | -1.56% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 479,992 | 313,535 | 1.69% | 1.7% | 186 | +26,499 | 5.84% | Q1 2026 | May 05, 2026 |
| Norinchukin Bank, The | History | Added to | 477,180 | 311,698 | 3.64% | 3.58% | 187 | +28,200 | 6.28% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 476,372 | 311,170 | 25.21% | 26.66% | 188 | +3,379 | 0.71% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | Added to | 468,370 | 305,943 | 1.48% | 0.88% | 189 | +236,095 | 101.64% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 466,993 | 305,044 | 3.53% | 1.97% | 190 | +230,806 | 97.72% | Q1 2026 | May 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 463,174 | 302,549 | 18.15% | 16.79% | 191 | +59,965 | 14.87% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 459,404 | 300,124 | 0.4% | — | 192 | +459,404 | New | Q1 2026 | May 12, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 454,518 | 296,895 | 21.53% | 22.54% | 193 | +41,525 | 10.05% | Q1 2026 | Apr 13, 2026 |
| Hirtle & Co., LLC | History | Added to | 452,028 | 295,269 | 10.11% | 10.07% | 194 | +20,324 | 4.71% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 430,620 | 294,948 | 0.5% | 0.5% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 448,294 | 292,830 | 4.07% | 4.2% | 196 | -9,361 | -2.05% | Q1 2026 | May 01, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 442,174 | 288,832 | 12.85% | 13.3% | 197 | +10,435 | 2.42% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 437,585 | 285,835 | 2.61% | 3.74% | 198 | +4,684 | 1.08% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 435,384 | 284,397 | 0.87% | 1.02% | 199 | +27,684 | 6.79% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 435,333 | 284,363 | 4.78% | 4.0% | 200 | +84,404 | 24.05% | Q1 2026 | May 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 431,892 | 284,210 | 0.48% | 0.36% | 201 | +103,925 | 31.69% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 434,413 | 283,762 | 2.42% | 2.56% | 202 | -74,300 | -14.61% | Q1 2026 | May 13, 2026 |
| SUN LIFE FINANCIAL INC | History | Reduced | 432,316 | 282,393 | 16.03% | 15.67% | 203 | -3,615 | -0.83% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 425,380 | 281,542 | 16.98% | 18.16% | 204 | -12,531 | -2.86% | Q1 2026 | Apr 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 430,601 | 281,273 | 0.47% | 0.49% | 205 | +77,593 | 21.98% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 424,239 | 277,117 | 18.59% | 11.04% | 206 | +185,741 | 77.88% | Q1 2026 | Apr 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 423,743 | 276,793 | 17.84% | 15.05% | 207 | -51,842 | -10.9% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 423,198 | 276,438 | 0.85% | 0.93% | 208 | -33,489 | -7.33% | Q1 2026 | May 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 420,340 | 274,569 | 16.74% | 18.01% | 209 | -7,073 | -1.65% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 380,283 | 274,433 | 4.77% | 4.8% | 210 | -8,435 | -2.17% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 416,280 | 271,918 | 0.22% | 0.38% | 211 | +23,520 | 5.99% | Q1 2026 | May 15, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 415,589 | 271,466 | 35.04% | 35.76% | 212 | +1,056 | 0.25% | Q1 2026 | May 07, 2026 |
| HORAN Wealth, LLC | History | Added to | 392,598 | 268,561 | 25.52% | 20.66% | 213 | +196,291 | 99.99% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | Reduced | 401,934 | 266,024 | 3.0% | 3.22% | 214 | -26,069 | -6.09% | Q1 2026 | Apr 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 405,514 | 264,885 | 0.09% | 0.93% | 215 | -85,555 | -17.42% | Q1 2026 | May 04, 2026 |
| Adventist Health System/ West | History | Reduced | 405,108 | 264,620 | 46.93% | 51.65% | 216 | -43,560 | -9.71% | Q1 2026 | May 12, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 404,618 | 264,300 | 19.82% | 21.57% | 217 | +6,351 | 1.59% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Added to | 388,721 | 253,916 | 10.26% | 7.85% | 218 | +107,907 | 38.43% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 387,788 | 253,306 | 6.99% | 7.2% | 219 | +7,614 | 2.0% | Q1 2026 | Apr 23, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 382,980 | 250,166 | 1.23% | 0.71% | 220 | +184,359 | 92.82% | Q1 2026 | May 14, 2026 |
| BSN Capital Partners Ltd | History | No change | 364,602 | 247,017 | 11.64% | 11.64% | 221 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Verition Fund Management LLC | History | Reduced | 377,340 | 246,482 | 1.6% | 5.06% | 222 | -1,503,288 | -79.94% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 376,762 | 246,104 | 10.19% | 11.09% | 223 | -634 | -0.17% | Q1 2026 | Apr 29, 2026 |
| TOEWS CORP /ADV | History | Reduced | 375,750 | 245,443 | 94.69% | 41.24% | 224 | -38,250 | -9.24% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 375,031 | 244,973 | 1.15% | 1.24% | 225 | -10,086 | -2.62% | Q1 2026 | Apr 24, 2026 |
| Ballentine Partners, LLC | History | Added to | 368,896 | 240,966 | 3.35% | 3.52% | 226 | +3,051 | 0.83% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 368,757 | 240,875 | 0.04% | 0.04% | 227 | +10,051 | 2.8% | Q1 2026 | May 15, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 363,420 | 237,389 | 33.2% | 33.03% | 228 | +1,008 | 0.28% | Q1 2026 | Apr 13, 2026 |
| Ashford Advisors, LLC | History | Reduced | 360,435 | 235,439 | 54.85% | 54.86% | 229 | -5,369 | -1.47% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL PLC | History | Reduced | 357,944 | 233,812 | 1.37% | 2.14% | 230 | -35,398 | -9.0% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 357,617 | 233,599 | 1.86% | 2.18% | 231 | +90,196 | 33.73% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 347,015 | 226,673 | 4.13% | 3.3% | 232 | -5,176 | -1.47% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 342,211 | 223,536 | 2.54% | 2.65% | 233 | -512 | -0.15% | Q1 2026 | Apr 28, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 337,733 | 220,610 | 1.87% | 1.6% | 234 | +47,787 | 16.48% | Q1 2026 | May 11, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 335,437 | 219,111 | 32.32% | 32.32% | 235 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vestwell Advisors, LLC | History | Added to | 335,295 | 219,018 | 59.99% | 29.79% | 236 | +40,881 | 13.89% | Q1 2026 | May 18, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 335,046 | 218,855 | 3.56% | 3.8% | 237 | +15,166 | 4.74% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 649,001 | 218,482 | 1.41% | 3.02% | 238 | +4,110 | 0.64% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | Added to | 333,103 | 217,586 | 26.81% | 28.47% | 239 | +1,635 | 0.49% | Q1 2026 | Apr 23, 2026 |
| Endurance Services Ltd | History | No change | 332,601 | 217,258 | 36.59% | 40.32% | 240 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 330,547 | 215,916 | 13.28% | 13.39% | 241 | -2,502 | -0.75% | Q1 2026 | Apr 07, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 324,804 | 212,165 | 0.11% | 0.1% | 242 | +75,049 | 30.05% | Q1 2026 | May 14, 2026 |
| RKL Wealth Management LLC | History | Reduced | 322,614 | 210,734 | 18.96% | 20.84% | 243 | -48,020 | -12.96% | Q1 2026 | Apr 24, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 322,074 | 210,381 | 10.14% | 11.28% | 244 | -8,200 | -2.48% | Q1 2026 | May 05, 2026 |
| Tidal Investments LLC | History | Reduced | 322,036 | 210,356 | 0.44% | 1.14% | 245 | -381,332 | -54.22% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 321,276 | 209,860 | 1.56% | 1.59% | 246 | +32,694 | 11.33% | Q1 2026 | Apr 15, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 315,475 | 206,071 | 22.74% | 22.6% | 247 | -70,000 | -18.16% | Q1 2026 | May 07, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 313,643 | 204,874 | 33.27% | 34.79% | 248 | -2,065 | -0.65% | Q1 2026 | Apr 23, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 311,425 | 203,426 | 6.16% | 6.76% | 249 | -27,180 | -8.03% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 309,596 | 202,231 | 2.97% | 3.12% | 250 | +14,344 | 4.86% | Q1 2026 | May 13, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 307 | 200,380 | 3.83% | 1.22% | 251 | -790 | -72.01% | Q1 2026 | Apr 20, 2026 |
| Glenview Trust Co | History | Added to | 305,877 | 199,801 | 3.14% | 3.23% | 252 | +671 | 0.22% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 305,368 | 199,469 | 0.49% | 0.66% | 253 | -98,545 | -24.4% | Q1 2026 | May 12, 2026 |
| Conrad N. Hilton Foundation | History | Added to | 304,999 | 199,228 | 87.27% | 100.0% | 254 | +190,652 | 166.73% | Q1 2026 | May 15, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 304,933 | 199,185 | 37.58% | 39.1% | 255 | +9,605 | 3.25% | Q1 2026 | May 07, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 300,036 | 195,986 | 6.51% | 11.42% | 256 | -438,806 | -59.39% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 298,651 | 195,082 | 5.42% | 5.55% | 257 | +5,069 | 1.73% | Q1 2026 | May 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 298,253 | 194,862 | 0.57% | 0.54% | 258 | +2,876 | 0.97% | Q1 2026 | May 14, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 297,706 | 194,464 | 22.78% | 22.76% | 259 | +13,834 | 4.87% | Q1 2026 | Apr 10, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 297,275 | 194,183 | 14.4% | 15.37% | 260 | -3,865 | -1.28% | Q1 2026 | Apr 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 296,082 | 193,403 | 7.79% | 7.46% | 261 | +7,191 | 2.49% | Q1 2026 | May 04, 2026 |
| Teramo Advisors, LLC | History | Added to | 295,000 | 192,696 | 40.62% | 37.13% | 262 | +84,500 | 40.14% | Q1 2026 | May 13, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 294,166 | 192,152 | 19.69% | 21.83% | 263 | -3,743 | -1.26% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 291,105 | 190,152 | 0.31% | 0.38% | 264 | -34,571 | -10.62% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 290,998 | 188,429 | 1.32% | 1.14% | 265 | +53,537 | 22.55% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 287,503 | 187,800 | 7.76% | 7.78% | 266 | +15,742 | 5.79% | Q1 2026 | Apr 28, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 286,184 | 186,938 | 8.32% | 8.86% | 267 | -21,997 | -7.14% | Q1 2026 | May 11, 2026 |
| Ellenbecker Investment Group | History | Added to | 285,832 | 186,708 | 25.13% | 26.97% | 268 | +4,394 | 1.56% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 285,306 | 186,358 | 0.67% | 0.76% | 269 | -3,385 | -1.17% | Q1 2026 | May 13, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 281,276 | 183,732 | 11.35% | 12.65% | 270 | -22,662 | -7.46% | Q1 2026 | Apr 29, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 279,455 | 182,543 | 8.83% | 8.63% | 271 | +7,831 | 2.88% | Q1 2026 | Apr 09, 2026 |
| Bangor Savings Bank | History | Added to | 278,151 | 181,690 | 14.53% | 15.31% | 272 | +344 | 0.12% | Q1 2026 | Apr 01, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 277,274 | 181,117 | 23.39% | 23.67% | 273 | +2,288 | 0.83% | Q1 2026 | May 05, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 275,565 | 180,001 | 0.52% | 0.58% | 274 | +12,682 | 4.82% | Q1 2026 | May 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 273,257 | 178,494 | 18.53% | 19.75% | 275 | -3,732 | -1.35% | Q1 2026 | Apr 13, 2026 |
| Calamos Advisors LLC | History | Added to | 273,147 | 178,422 | 0.63% | 0.04% | 276 | +259,168 | 1853.98% | Q1 2026 | May 04, 2026 |
| Lee Financial Co | History | Reduced | 269,520 | 176,053 | 24.84% | 25.23% | 277 | -3,532 | -1.29% | Q1 2026 | Apr 13, 2026 |
| Dakota Wealth Management | History | Reduced | 268,724 | 175,533 | 3.8% | 3.33% | 278 | -5,050 | -1.84% | Q1 2026 | May 07, 2026 |
| DT Investment Partners, LLC | History | Added to | 267,267 | 174,581 | 14.53% | 14.15% | 279 | +17,764 | 7.12% | Q1 2026 | May 14, 2026 |
| Calamos Wealth Management LLC | History | Added to | 258,931 | 169,136 | 5.82% | 6.09% | 280 | +910 | 0.35% | Q1 2026 | May 04, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 258,783 | 169,039 | 8.43% | 9.8% | 281 | -31,931 | -10.98% | Q1 2026 | May 07, 2026 |
| Leverty Financial Group, LLC | History | Added to | 257,635 | 168,289 | 37.23% | 41.18% | 282 | +6,208 | 2.47% | Q1 2026 | Apr 09, 2026 |
| Summit Financial, LLC | History | Added to | 255,954 | 167,191 | 2.13% | 2.32% | 283 | +25,678 | 11.15% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 255,315 | 166,774 | 3.2% | 3.26% | 284 | +1,319 | 0.52% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 252,064 | 164,650 | 4.92% | 5.1% | 285 | +5,609 | 2.28% | Q1 2026 | May 13, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Reduced | 249,220 | 162,792 | 4.45% | 3.63% | 286 | -25,000 | -9.12% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 237,563 | 162,716 | 5.08% | 5.08% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mandatum Life Insurance Co Ltd | History | Added to | 247,033 | 161,364 | 36.28% | 38.45% | 288 | +1,165 | 0.47% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Reduced | 246,696 | 161,144 | 1.8% | 1.96% | 289 | -4,685 | -1.86% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 243,877 | 159,302 | 1.91% | 2.05% | 290 | -14,590 | -5.64% | Q1 2026 | May 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 243,758 | 159,238 | 2.58% | 2.24% | 291 | +84,679 | 53.23% | Q1 2026 | Apr 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 243,396 | 158,988 | 4.4% | 4.21% | 292 | -13,558 | -5.28% | Q1 2026 | Apr 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 242,549 | 158,435 | 7.36% | 8.0% | 293 | -13,465 | -5.26% | Q1 2026 | Apr 29, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 242,082 | 158,130 | 8.31% | 7.86% | 294 | +33,296 | 15.95% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | Reduced | 241,784 | 157,935 | 13.15% | 21.8% | 295 | -122,620 | -33.65% | Q1 2026 | Apr 22, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 240,803 | 157,295 | 3.65% | 4.41% | 296 | -49,680 | -17.1% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 240,533 | 157,118 | 0.1% | 0.13% | 297 | -72,410 | -23.14% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 320,240 | 157,107 | 3.75% | 3.61% | 298 | +4,407 | 1.4% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Added to | 237,478 | 155,123 | 1.66% | 0.48% | 299 | +208,856 | 729.7% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 236,266 | 154,331 | 5.27% | 5.55% | 300 | -5,877 | -2.43% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 233,462 | 152,498 | 2.03% | 2.22% | 301 | +3,922 | 1.71% | Q1 2026 | May 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 232,491 | 151,865 | 14.49% | 15.52% | 302 | -2,128 | -0.91% | Q1 2026 | May 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 232,208 | 151,680 | 2.06% | 2.24% | 303 | -25,686 | -9.96% | Q1 2026 | May 04, 2026 |
| BANK OF HAWAII | History | Added to | 232,091 | 151,604 | 7.94% | 7.5% | 304 | +10,558 | 4.77% | Q1 2026 | May 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 231,529 | 151,237 | 9.87% | 9.15% | 305 | +19,755 | 9.33% | Q1 2026 | Apr 27, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 220,538 | 151,055 | 11.04% | 11.04% | 306 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 229,141 | 149,677 | 25.05% | 17.53% | 307 | +75,654 | 49.29% | Q1 2026 | Apr 08, 2026 |
| Planning Project LLC | History | No change | 218,300 | 149,522 | 37.57% | 37.57% | 308 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 228,629 | 149,342 | 1.85% | 0.73% | 309 | +147,425 | 181.55% | Q1 2026 | May 11, 2026 |
| RPTC Inc. | History | Added to | 228,018 | 148,943 | 26.1% | 24.99% | 310 | +10,722 | 4.93% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 224,445 | 146,609 | 0.95% | 0.96% | 311 | +8,346 | 3.86% | Q1 2026 | Apr 27, 2026 |
| Single Point Partners, LLC | History | Added to | 224,004 | 146,321 | 29.12% | 30.05% | 312 | +2,095 | 0.94% | Q1 2026 | Apr 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 222,342 | 145,236 | 10.53% | 11.15% | 313 | -30,246 | -11.97% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 221,711 | 144,824 | 1.42% | 1.4% | 314 | +13,394 | 6.43% | Q1 2026 | May 08, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Reduced | 220,828 | 144,246 | 36.07% | 39.53% | 315 | -1,241 | -0.56% | Q1 2026 | Apr 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 218,425 | 142,677 | 15.61% | 14.34% | 316 | +23,895 | 12.28% | Q1 2026 | Apr 23, 2026 |
| Missouri Education Pension Trust | History | Reduced | 217,826 | 142,286 | 48.47% | 71.44% | 317 | -146,611 | -40.23% | Q1 2026 | May 06, 2026 |
| Abundance Wealth Counselors | History | Added to | 216,628 | 141,501 | 20.3% | 22.1% | 318 | +25,518 | 13.35% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | Added to | 216,422 | 141,368 | 12.06% | 12.16% | 319 | +16,080 | 8.03% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 215,468 | 140,745 | 1.93% | 1.08% | 320 | +105,915 | 96.68% | Q1 2026 | Apr 08, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 208,574 | 139,068 | 0.28% | 0.23% | 321 | +104,287 | 100.0% | Q1 2026 | May 12, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 211,681 | 138,272 | 13.51% | 14.21% | 322 | +888 | 0.42% | Q1 2026 | May 06, 2026 |
| Narwhal Capital Management | History | Added to | 211,569 | 138,198 | 10.2% | 10.48% | 323 | +1,010 | 0.48% | Q1 2026 | Apr 23, 2026 |
| Investment Management Corp of Ontario | History | Reduced | 210,706 | 137,635 | 1.77% | 1.95% | 324 | -3,585 | -1.67% | Q1 2026 | May 15, 2026 |
| Defiance ETFs, LLC | History | New | 210,655 | 137,601 | 1.97% | — | 325 | +210,655 | New | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 209,913 | 137,117 | 1.87% | 2.22% | 326 | +7,366 | 3.64% | Q1 2026 | May 01, 2026 |
| Stairway Partners, LLC | History | Added to | 209,875 | 137,092 | 7.1% | 7.42% | 327 | +685 | 0.33% | Q1 2026 | Apr 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 207,500 | 135,541 | 3.14% | 3.3% | 328 | +10,454 | 5.31% | Q1 2026 | May 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 207,322 | 135,424 | 0.27% | 0.28% | 329 | -11,418 | -5.22% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 206,628 | 134,971 | 2.89% | 3.13% | 330 | -6,630 | -3.11% | Q1 2026 | May 01, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 206,171 | 134,672 | 7.57% | 7.45% | 331 | +3,495 | 1.72% | Q1 2026 | Apr 29, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 187,804 | 134,259 | 8.72% | 6.64% | 332 | +42,222 | 29.0% | Q1 2026 | May 12, 2026 |
| ALLSTATE CORP | History | Reduced | 205,379 | 134,155 | 1.43% | 2.81% | 333 | -94,850 | -31.59% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Added to | 202,905 | 132,539 | 2.27% | 2.28% | 334 | +9,725 | 5.03% | Q1 2026 | Apr 07, 2026 |
| PKO Investment Management Joint-Stock Co | History | Reduced | 202,841 | 132,497 | 11.15% | 11.56% | 335 | -8,764 | -4.14% | Q1 2026 | Apr 17, 2026 |
| GTS SECURITIES LLC | History | Added to | 202,796 | 132,468 | 4.68% | 0.38% | 336 | +186,451 | 1140.72% | Q1 2026 | May 14, 2026 |
| ESL Trust Services, LLC | History | Added to | 201,950 | 131,915 | 25.19% | 26.48% | 337 | +558 | 0.28% | Q1 2026 | May 07, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 200,649 | 131,907 | 28.4% | 27.7% | 338 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 201,127 | 131,377 | 15.51% | 14.57% | 339 | +10,379 | 5.44% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Added to | 200,628 | 131,051 | 2.97% | 2.94% | 340 | +751 | 0.38% | Q1 2026 | May 13, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 200,489 | 130,963 | 57.13% | 60.65% | 341 | -5,290 | -2.57% | Q1 2026 | May 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 199,170 | 130,099 | 5.15% | 6.09% | 342 | -35,500 | -15.13% | Q1 2026 | May 01, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 199,086 | 130,044 | 0.16% | 0.16% | 343 | +8,815 | 4.63% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 196,481 | 128,343 | 1.84% | 2.0% | 344 | +14,520 | 7.98% | Q1 2026 | Apr 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 194,559 | 127,087 | 0.24% | 1.82% | 345 | -1,238,233 | -86.42% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 192,538 | 125,767 | 1.44% | 1.38% | 346 | +15,851 | 8.97% | Q1 2026 | Apr 16, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 190,694 | 124,563 | 29.73% | 33.38% | 347 | +2,845 | 1.51% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 190,547 | 124,467 | 1.45% | 1.47% | 348 | +8,289 | 4.55% | Q1 2026 | May 01, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 188,741 | 123,287 | 18.7% | 18.5% | 349 | +18,090 | 10.6% | Q1 2026 | May 14, 2026 |
| JGP Wealth Management, LLC | History | Added to | 188,584 | 123,185 | 12.81% | 11.31% | 350 | +30,208 | 19.07% | Q1 2026 | Apr 08, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 188,068 | 122,847 | 10.04% | 10.54% | 351 | +6,443 | 3.55% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 187,959 | 122,776 | 0.57% | 0.36% | 352 | +10,745 | 6.06% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 187,139 | 122,241 | 3.8% | 3.68% | 353 | +11,394 | 6.48% | Q1 2026 | Apr 24, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 186,005 | 121,500 | 6.78% | 6.84% | 354 | -237 | -0.13% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 185,934 | 121,455 | 3.19% | 3.99% | 355 | -17,953 | -8.81% | Q1 2026 | May 14, 2026 |
| Financial Advisory Corp | History | Reduced | 183,780 | 120,046 | 16.68% | 18.35% | 356 | -451 | -0.24% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 182,969 | 119,517 | 1.75% | 1.9% | 357 | +1,270 | 0.7% | Q1 2026 | Apr 17, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 182,827 | 119,424 | 35.79% | 37.26% | 358 | -4,230 | -2.26% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 182,632 | 119,297 | 4.53% | 4.48% | 359 | +3,198 | 1.78% | Q1 2026 | May 11, 2026 |
| BSW Wealth Partners | History | Reduced | 182,568 | 119,255 | 14.55% | 15.03% | 360 | -324 | -0.18% | Q1 2026 | Apr 14, 2026 |
| Parker Investment Management, LLC | History | Added to | 180,497 | 117,903 | 17.88% | 12.42% | 361 | +52,524 | 41.04% | Q1 2026 | May 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 180,459 | 117,877 | 0.55% | 0.69% | 362 | +8,115 | 4.71% | Q1 2026 | May 08, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 180,196 | 117,706 | 1.82% | 2.38% | 363 | -30,255 | -14.38% | Q1 2026 | May 11, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 177,961 | 116,245 | 30.93% | 35.5% | 364 | -22,871 | -11.39% | Q1 2026 | Apr 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 177,504 | 115,947 | 3.25% | 3.23% | 365 | -3,273 | -1.81% | Q1 2026 | Apr 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 177,483 | 115,933 | 3.9% | 4.05% | 366 | +6,225 | 3.63% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 176,187 | 115,087 | 0.7% | 0.71% | 367 | +6,098 | 3.59% | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 174,062 | 113,699 | 1.24% | 1.37% | 368 | -8,283 | -4.54% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 173,890 | 113,586 | 0.56% | 0.49% | 369 | +21,705 | 14.26% | Q1 2026 | May 26, 2026 |
| TCP Asset Management, LLC | History | Added to | 173,854 | 113,563 | 14.6% | 14.81% | 370 | +45,493 | 35.44% | Q1 2026 | Apr 10, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 173,202 | 113,135 | 0.06% | 0.73% | 371 | -1,697,850 | -90.74% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 170,587 | 112,904 | 2.32% | 2.31% | 372 | +10,796 | 6.76% | Q1 2026 | Apr 28, 2026 |
| King Wealth Management Group | History | Added to | 171,969 | 112,332 | 14.05% | 14.1% | 373 | +1,125 | 0.66% | Q1 2026 | May 04, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 171,207 | 111,833 | 2.12% | 2.15% | 374 | +4,631 | 2.78% | Q1 2026 | May 01, 2026 |
| Bricktown Capital, LLC | History | Reduced | 170,245 | 111,205 | 21.9% | 23.91% | 375 | -37,150 | -17.91% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 169,969 | 111,025 | 2.01% | 2.11% | 376 | -2,271 | -1.32% | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 162,041 | 110,988 | 1.97% | 1.97% | 377 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 168,499 | 110,065 | 5.34% | 5.67% | 378 | -3,609 | -2.1% | Q1 2026 | May 04, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 167,655 | 109,513 | 8.63% | 8.32% | 379 | +19,904 | 13.47% | Q1 2026 | May 01, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 167,634 | 109,499 | 6.31% | 5.55% | 380 | +22,656 | 15.63% | Q1 2026 | Apr 20, 2026 |
| AMG National Trust Bank | History | Added to | 164,330 | 107,342 | 2.33% | 2.09% | 381 | +34,381 | 26.46% | Q1 2026 | May 04, 2026 |
| Requisite Capital Management, LLC | History | Added to | 163,646 | 106,895 | 19.92% | 20.8% | 382 | +3,517 | 2.2% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 163,612 | 106,872 | 1.74% | 1.9% | 383 | +20,645 | 14.44% | Q1 2026 | May 18, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 163,294 | 106,665 | 19.31% | 18.44% | 384 | +21,922 | 15.51% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 160,880 | 105,088 | 1.14% | 1.15% | 385 | +13,731 | 9.33% | Q1 2026 | Apr 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 160,514 | 104,849 | 2.21% | 2.32% | 386 | -1,501 | -0.93% | Q1 2026 | May 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 160,459 | 104,813 | 16.68% | 18.02% | 387 | +935 | 0.59% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 160,308 | 104,714 | 0.05% | 0.06% | 388 | -22,226 | -12.18% | Q1 2026 | May 18, 2026 |
| Modern Wealth Management, LLC | History | Added to | 157,664 | 103,752 | 1.78% | 1.89% | 389 | +6,154 | 4.06% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 158,388 | 103,458 | 5.57% | 5.74% | 390 | -34,585 | -17.92% | Q1 2026 | May 14, 2026 |
| Amtrust Financial Services, Inc. | History | Added to | 158,000 | 103,207 | 34.43% | 32.62% | 391 | +7,700 | 5.12% | Q1 2026 | May 15, 2026 |
| Wealth Group Ltd | History | Reduced | 156,360 | 102,135 | 23.26% | 24.2% | 392 | -1,513 | -0.96% | Q1 2026 | Apr 10, 2026 |
| Divergent Planning, LLC | History | No change | 148,837 | 102,130 | 26.08% | 26.08% | 393 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 156,041 | 101,927 | 1.63% | 1.35% | 394 | +35,869 | 29.85% | Q1 2026 | Jun 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 155,371 | 101,636 | 28.19% | 28.34% | 395 | +3,987 | 2.63% | Q1 2026 | Apr 27, 2026 |
| Ironclad Investments LLC | History | No change | 155,164 | 101,354 | 49.7% | 49.68% | 396 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 154,684 | 101,041 | 2.41% | 2.44% | 397 | +3,060 | 2.02% | Q1 2026 | Apr 30, 2026 |
| AlTi Global, Inc. | History | Reduced | 149,979 | 100,678 | 2.19% | 2.02% | 398 | -25,478 | -14.52% | Q1 2026 | May 07, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 154,064 | 100,636 | 1.69% | 1.76% | 399 | -551 | -0.36% | Q1 2026 | Apr 21, 2026 |
| PDS Planning, Inc | History | Added to | 153,680 | 100,385 | 6.62% | 6.87% | 400 | +3,491 | 2.32% | Q1 2026 | Apr 21, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 153,415 | 100,211 | 4.84% | 5.25% | 401 | +5,631 | 3.81% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 153,007 | 99,945 | 0.29% | 0.21% | 402 | +38,046 | 33.09% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 152,274 | 99,467 | 13.75% | 13.93% | 403 | +6,630 | 4.55% | Q1 2026 | Apr 21, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 151,512 | 98,969 | 17.47% | 20.35% | 404 | -1,797 | -1.17% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 149,125 | 97,409 | 0.06% | 0.09% | 405 | -71,359 | -32.36% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 149,012 | 97,335 | 10.47% | 11.92% | 406 | -14,537 | -8.89% | Q1 2026 | Apr 22, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 148,949 | 97,294 | 11.96% | 11.93% | 407 | +6,156 | 4.31% | Q1 2026 | Apr 10, 2026 |
| GR FINANCIAL GROUP, LLC | History | Reduced | 148,534 | 97,023 | 32.18% | 70.89% | 408 | -312,092 | -67.75% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 151,743 | 96,527 | 2.98% | 3.02% | 409 | +3,926 | 2.66% | Q1 2026 | May 11, 2026 |
| Arcataur Capital Management LLC | History | Added to | 147,632 | 96,434 | 26.83% | 27.82% | 410 | +5,785 | 4.08% | Q1 2026 | Apr 22, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 147,630 | 96,433 | 0.8% | 0.8% | 411 | +4,591 | 3.21% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 146,784 | 95,880 | 0.18% | 0.19% | 412 | +4,977 | 3.51% | Q1 2026 | May 14, 2026 |
| Arvest Bank Trust Division | History | Reduced | 145,833 | 95,259 | 5.18% | 5.62% | 413 | -5,660 | -3.74% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 145,300 | 94,911 | 7.84% | 8.84% | 414 | -1,703 | -1.16% | Q1 2026 | May 05, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 164,213 | 94,721 | 8.67% | 8.67% | 415 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trilogy Capital Inc. | History | Added to | 144,473 | 94,371 | 4.16% | 4.04% | 416 | +12,438 | 9.42% | Q1 2026 | Apr 21, 2026 |
| Compound Planning, Inc. | History | Added to | 144,467 | 94,367 | 2.9% | 2.8% | 417 | +5,248 | 3.77% | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 144,336 | 94,282 | 10.08% | 10.6% | 418 | +2,015 | 1.42% | Q1 2026 | May 06, 2026 |
| Asio Capital, LLC | History | Added to | 143,422 | 93,684 | 13.16% | 12.42% | 419 | +14,852 | 11.55% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 143,394 | 93,666 | 4.85% | 4.92% | 420 | +8,373 | 6.2% | Q1 2026 | Apr 17, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 143,123 | 93,489 | 18.01% | 19.46% | 421 | +2,083 | 1.48% | Q1 2026 | May 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 142,920 | 93,356 | 1.2% | 1.24% | 422 | +2,320 | 1.65% | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 141,785 | 92,615 | 15.71% | 16.32% | 423 | -232 | -0.16% | Q1 2026 | May 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 141,684 | 92,549 | 4.86% | 5.3% | 424 | -33,232 | -19.0% | Q1 2026 | Apr 28, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 141,547 | 92,460 | 2.09% | 2.2% | 425 | +2,507 | 1.8% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 139,767 | 91,297 | 1.12% | 1.2% | 426 | +3,255 | 2.38% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Added to | 139,538 | 91,147 | 1.62% | 1.6% | 427 | +4,617 | 3.42% | Q1 2026 | May 15, 2026 |
| Progeny 3, Inc. | History | No change | 139,069 | 90,841 | 4.86% | 5.13% | 428 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 138,950 | 90,763 | 0.15% | 0.14% | 429 | +16,644 | 13.61% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 142,225 | 90,303 | 3.26% | 3.29% | 430 | +16,408 | 13.04% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 138,197 | 90,271 | 12.56% | 13.0% | 431 | +1,822 | 1.34% | Q1 2026 | Apr 24, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 137,522 | 89,830 | 1.33% | — | 432 | +137,522 | New | Q1 2026 | May 15, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 136,067 | 88,898 | 6.23% | 5.45% | 433 | +31,072 | 29.59% | Q1 2026 | Apr 24, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 135,965 | 88,813 | 44.67% | 45.77% | 434 | -865 | -0.63% | Q1 2026 | May 06, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 135,905 | 88,774 | 4.69% | 4.83% | 435 | +2,284 | 1.71% | Q1 2026 | Apr 17, 2026 |
| Regal Investment Advisors LLC | History | Added to | 135,286 | 88,370 | 5.1% | 5.09% | 436 | +11,052 | 8.9% | Q1 2026 | May 14, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 135,039 | 88,209 | 5.43% | 5.52% | 437 | +13 | 0.01% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 134,965 | 88,160 | 8.05% | 7.99% | 438 | +13 | 0.01% | Q1 2026 | Apr 27, 2026 |
| BankPlus Trust Department | History | Added to | 134,877 | 88,103 | 23.54% | 24.11% | 439 | +301 | 0.22% | Q1 2026 | May 11, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 134,734 | 88,009 | 23.21% | 23.46% | 440 | +3,646 | 2.78% | Q1 2026 | Apr 20, 2026 |
| Accredited Investors Inc. | History | Added to | 134,713 | 87,995 | 4.74% | 4.81% | 441 | +2,539 | 1.92% | Q1 2026 | Apr 30, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 134,705 | 87,990 | 1.67% | 1.71% | 442 | -3,070 | -2.23% | Q1 2026 | Apr 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 134,530 | 87,876 | 8.67% | 8.89% | 443 | +5,133 | 3.97% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 133,405 | 87,141 | 2.46% | 0.94% | 444 | +86,462 | 184.19% | Q1 2026 | May 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 131,736 | 86,051 | 3.94% | 3.98% | 445 | -1,295 | -0.97% | Q1 2026 | May 06, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 130,125 | 85,004 | 31.28% | 33.1% | 446 | +5,424 | 4.35% | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | Reduced | 130,119 | 84,995 | 1.3% | 1.36% | 447 | -32 | -0.02% | Q1 2026 | May 08, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 128,404 | 83,875 | 27.29% | 27.0% | 448 | +258 | 0.2% | Q1 2026 | May 07, 2026 |
| Banco Santander, S.A. | History | Reduced | 128,005 | 83,614 | 0.67% | 0.75% | 449 | -17,913 | -12.28% | Q1 2026 | May 08, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 127,781 | 83,468 | 34.89% | 36.13% | 450 | +1,903 | 1.51% | Q1 2026 | May 13, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 127,455 | 83,254 | 14.7% | 15.14% | 451 | +1,640 | 1.3% | Q1 2026 | Apr 17, 2026 |
| Hudock, Inc. | History | Added to | 127,345 | 83,183 | 12.24% | 12.49% | 452 | +3,600 | 2.91% | Q1 2026 | May 13, 2026 |
| JSF Financial, LLC | History | Added to | 127,252 | 83,122 | 16.3% | 17.67% | 453 | +2,778 | 2.23% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 127,142 | 83,050 | 0.34% | 0.37% | 454 | -4,740 | -3.59% | Q1 2026 | May 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 125,181 | 81,769 | 4.56% | 3.01% | 455 | +56,242 | 81.58% | Q1 2026 | Apr 29, 2026 |
| Savant Capital, LLC | History | Reduced | 124,780 | 81,507 | 0.39% | 0.51% | 456 | -7,315 | -5.54% | Q1 2026 | May 04, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Reduced | 124,650 | 81,422 | 21.73% | 22.67% | 457 | -1,770 | -1.4% | Q1 2026 | May 19, 2026 |
| Bluesphere Advisors LLC | History | Added to | 124,515 | 81,334 | 28.91% | 26.32% | 458 | +37,641 | 43.33% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 124,298 | 81,192 | 2.17% | 2.85% | 459 | -4,338 | -3.37% | Q1 2026 | May 11, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 124,038 | 81,022 | 10.0% | 10.2% | 460 | +6,681 | 5.69% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 123,462 | 80,645 | 1.24% | 1.19% | 461 | +37,866 | 44.24% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 123,137 | 80,434 | 9.62% | 9.72% | 462 | +2,139 | 1.77% | Q1 2026 | Apr 10, 2026 |
| Well Done, LLC | History | Added to | 122,372 | 79,934 | 11.74% | 12.09% | 463 | +4,253 | 3.6% | Q1 2026 | Apr 14, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 122,183 | 79,811 | 10.55% | 11.18% | 464 | +4,315 | 3.66% | Q1 2026 | May 11, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 121,861 | 79,600 | 15.06% | 15.87% | 465 | -289 | -0.24% | Q1 2026 | Apr 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 120,246 | 78,546 | 0.11% | 0.1% | 466 | +15,860 | 15.19% | Q1 2026 | May 13, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 119,618 | 78,135 | 16.53% | 16.59% | 467 | +6,301 | 5.56% | Q1 2026 | May 12, 2026 |
| Bull Oak Capital, LLC | History | Added to | 119,067 | 77,775 | 29.89% | 30.52% | 468 | +9,981 | 9.15% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 118,547 | 77,436 | 0.95% | 0.9% | 469 | +12,714 | 12.01% | Q1 2026 | Apr 20, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 118,495 | 77,402 | 16.0% | 17.13% | 470 | +1,871 | 1.6% | Q1 2026 | Apr 30, 2026 |
| CenturyLink Investment Management Co | History | Reduced | 118,027 | 77,096 | 100.0% | 100.0% | 471 | -23,375 | -16.53% | Q1 2026 | Apr 07, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 117,632 | 76,838 | 0.03% | 0.03% | 472 | -468 | -0.4% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 117,372 | 76,669 | 0.08% | 0.05% | 473 | +61,521 | 110.15% | Q1 2026 | Apr 16, 2026 |
| Balentine LLC | History | Reduced | 117,178 | 76,541 | 3.08% | 3.18% | 474 | -5,134 | -4.2% | Q1 2026 | Apr 24, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 116,822 | 76,309 | 4.27% | 4.63% | 475 | -3,535 | -2.94% | Q1 2026 | Apr 23, 2026 |
| HighMark Wealth Management LLC | History | Added to | 116,955 | 76,166 | 31.01% | 30.79% | 476 | +6,646 | 6.02% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 116,534 | 76,120 | 0.81% | 0.86% | 477 | -1,849 | -1.56% | Q1 2026 | May 11, 2026 |
| Vision Capital Management, Inc. | History | Added to | 116,007 | 75,776 | 9.57% | 9.49% | 478 | +1,114 | 0.97% | Q1 2026 | Apr 24, 2026 |
| Wealth Architects, LLC | History | Added to | 115,697 | 75,574 | 6.74% | 7.11% | 479 | +463 | 0.4% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 115,547 | 75,452 | 0.76% | 0.35% | 480 | +74,241 | 179.73% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Added to | 114,123 | 74,546 | 2.22% | 1.92% | 481 | +21,367 | 23.04% | Q1 2026 | Apr 13, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 113,869 | 74,392 | 32.46% | 33.42% | 482 | +4,862 | 4.46% | Q1 2026 | May 05, 2026 |
| Wharton Business Group, LLC | History | Reduced | 113,488 | 74,131 | 2.8% | 2.96% | 483 | -271 | -0.24% | Q1 2026 | May 07, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 113,095 | 73,875 | 17.73% | 18.59% | 484 | +1,484 | 1.33% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | Added to | 112,961 | 73,787 | 2.65% | 2.54% | 485 | +6,618 | 6.22% | Q1 2026 | Apr 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 112,407 | 73,425 | 18.28% | 19.88% | 486 | +6,655 | 6.29% | Q1 2026 | Apr 29, 2026 |
| North Dakota State Investment Board | History | Reduced | 112,291 | 73,349 | 3.17% | 3.47% | 487 | -23,905 | -17.55% | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 111,438 | 72,792 | 0.56% | 0.67% | 488 | -25,033 | -18.34% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 101,415 | 72,500 | 1.29% | 1.45% | 489 | +56,816 | 127.39% | Q1 2026 | May 01, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 109,780 | 71,709 | 0.16% | 0.24% | 490 | -48,330 | -30.57% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 109,463 | 71,502 | 5.2% | 5.6% | 491 | +1,362 | 1.26% | Q1 2026 | May 05, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 108,907 | 71,139 | 15.7% | 16.13% | 492 | +2,852 | 2.69% | Q1 2026 | Apr 03, 2026 |
| MidFirst Bank | History | Added to | 108,831 | 71,089 | 5.88% | 5.89% | 493 | +902 | 0.84% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Added to | 108,652 | 70,972 | 9.56% | 7.84% | 494 | +18,597 | 20.65% | Q1 2026 | Apr 08, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 107,407 | 70,159 | 10.62% | 11.59% | 495 | -3,743 | -3.37% | Q1 2026 | May 01, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 107,017 | 69,904 | 10.16% | 9.98% | 496 | +1,653 | 1.57% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 106,908 | 69,833 | 4.22% | 4.62% | 497 | -3,304 | -3.0% | Q1 2026 | May 12, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 106,766 | 69,740 | 10.39% | 9.35% | 498 | +11,464 | 12.03% | Q1 2026 | May 07, 2026 |
| Destination Wealth Management | History | Reduced | 106,457 | 69,539 | 1.81% | 2.03% | 499 | -6,779 | -5.99% | Q1 2026 | May 15, 2026 |
| PJT Investments Corp. | History | Added to | 106,282 | 69,424 | 27.52% | 15.34% | 500 | +68,029 | 177.84% | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 106,010 | 69,246 | 2.99% | 2.9% | 501 | +4,114 | 4.04% | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | Added to | 105,992 | 69,235 | 12.09% | 12.52% | 502 | +276 | 0.26% | Q1 2026 | Apr 16, 2026 |
| World Investment Advisors | History | Added to | 105,508 | 68,918 | 1.11% | 1.06% | 503 | +10,429 | 10.97% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 105,311 | 68,790 | 3.04% | 3.19% | 504 | +1,944 | 1.88% | Q1 2026 | May 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 105,019 | 68,599 | 9.62% | 9.77% | 505 | +1,960 | 1.9% | Q1 2026 | Apr 13, 2026 |
| Towercrest Capital Management | History | Added to | 104,188 | 68,277 | 10.64% | 10.73% | 506 | +4,849 | 4.88% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 104,466 | 68,238 | 2.53% | 2.18% | 507 | +20,264 | 24.07% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 104,052 | 67,983 | 0.52% | 0.49% | 508 | +8,753 | 9.18% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 104,059 | 67,972 | 0.83% | 1.03% | 509 | -1,575 | -1.49% | Q1 2026 | Apr 23, 2026 |
| Ledyard National Bank | History | Reduced | 103,789 | 67,796 | 5.88% | 6.91% | 510 | -13,324 | -11.38% | Q1 2026 | Apr 24, 2026 |
| Passaic Partners LLC | History | Reduced | 103,451 | 67,575 | 6.32% | 7.5% | 511 | -2,287 | -2.16% | Q1 2026 | May 15, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 102,896 | 67,212 | 17.27% | 18.3% | 512 | +1,329 | 1.31% | Q1 2026 | Apr 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 102,838 | 67,174 | 1.56% | 1.71% | 513 | +284 | 0.28% | Q1 2026 | May 15, 2026 |
| CLG LLC | History | Reduced | 102,676 | 67,068 | 16.65% | 17.71% | 514 | -1,166 | -1.12% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Reduced | 101,778 | 66,482 | 4.89% | 5.34% | 515 | -2,181 | -2.1% | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 101,307 | 66,174 | 7.23% | 7.22% | 516 | +1,476 | 1.48% | Q1 2026 | Apr 28, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 101,300 | 66,170 | 16.05% | 16.4% | 517 | -3,500 | -3.34% | Q1 2026 | Apr 16, 2026 |
| Midwest Trust Co | History | Added to | 101,256 | 66,141 | 0.82% | 0.83% | 518 | +4,027 | 4.14% | Q1 2026 | May 01, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 101,081 | 66,027 | 4.87% | 5.2% | 519 | -1,340 | -1.31% | Q1 2026 | Apr 22, 2026 |
| Stone House Investment Management, LLC | History | Added to | 100,845 | 65,872 | 11.8% | 6.66% | 520 | +38,188 | 60.95% | Q1 2026 | Apr 22, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 100,345 | 65,546 | 19.14% | 20.91% | 521 | -4,016 | -3.85% | Q1 2026 | May 01, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 100,233 | 65,473 | 8.83% | 9.15% | 522 | +1,580 | 1.6% | Q1 2026 | Apr 08, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 97,699 | 65,429 | 4.42% | 4.97% | 523 | -3,578 | -3.53% | Q1 2026 | May 12, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Added to | 100,107 | 65,390 | 35.53% | 36.69% | 524 | +25 | 0.02% | Q1 2026 | May 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 99,775 | 65,173 | 8.52% | 9.8% | 525 | -15,625 | -13.54% | Q1 2026 | May 08, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 99,673 | 65,107 | 11.62% | 12.78% | 526 | -3,811 | -3.68% | Q1 2026 | May 12, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 99,631 | 65,079 | 3.81% | 4.12% | 527 | -4,474 | -4.3% | Q1 2026 | Apr 17, 2026 |
| SWMG, LLC | History | Added to | 99,556 | 65,030 | 18.57% | 16.57% | 528 | +13,546 | 15.75% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 99,077 | 64,717 | 2.52% | 1.44% | 529 | +80,127 | 422.83% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 99,008 | 64,673 | 1.53% | 2.16% | 530 | -30,341 | -23.46% | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 98,557 | 64,378 | 6.32% | 6.81% | 531 | -4,845 | -4.69% | Q1 2026 | Apr 30, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Added to | 98,548 | 64,372 | 4.44% | 4.56% | 532 | +448 | 0.46% | Q1 2026 | May 13, 2026 |
| CONNING INC. | History | Reduced | 98,462 | 64,316 | 2.14% | 2.28% | 533 | -943 | -0.95% | Q1 2026 | Apr 30, 2026 |
| Twele Capital Management, Inc. | History | Added to | 98,082 | 64,068 | 11.42% | 11.71% | 534 | +2,401 | 2.51% | Q1 2026 | Apr 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 96,930 | 63,916 | 0.19% | 0.39% | 535 | +4,730 | 5.13% | Q1 2026 | May 12, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 97,750 | 63,851 | 6.14% | 6.39% | 536 | -2,763 | -2.75% | Q1 2026 | May 06, 2026 |
| Roth Financial Partners LLC | History | Added to | 97,644 | 63,778 | 21.78% | 21.19% | 537 | +3,860 | 4.12% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 96,910 | 63,303 | 4.09% | 4.16% | 538 | +4,045 | 4.36% | Q1 2026 | Apr 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 96,608 | 63,105 | 7.36% | 0.07% | 539 | +95,766 | 11373.63% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 96,226 | 62,855 | 0.35% | 0.36% | 540 | +3,252 | 3.5% | Q1 2026 | Apr 30, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 96,192 | 62,833 | 4.2% | 5.86% | 541 | +2,002 | 2.13% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 96,096 | 62,770 | 1.92% | 1.36% | 542 | +35,131 | 57.62% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 95,364 | 62,292 | 1.66% | 1.49% | 543 | +11,346 | 13.5% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | Added to | 95,251 | 62,218 | 2.11% | 2.0% | 544 | +10,290 | 12.11% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Added to | 94,895 | 61,986 | 0.83% | 0.17% | 545 | +74,357 | 362.05% | Q1 2026 | May 14, 2026 |
| HWG Holdings LP | History | Reduced | 94,651 | 61,827 | 16.08% | 28.02% | 546 | -74,211 | -43.95% | Q1 2026 | May 06, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 94,615 | 61,803 | 7.89% | 7.62% | 547 | +3,932 | 4.34% | Q1 2026 | Apr 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 90,342 | 61,704 | 9.45% | 9.93% | 548 | -1,156 | -1.26% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 94,167 | 61,510 | 1.38% | 1.43% | 549 | +756 | 0.81% | Q1 2026 | May 15, 2026 |
| Parkside Investments, LLC | History | Added to | 93,393 | 61,005 | 7.41% | 7.96% | 550 | +1,146 | 1.24% | Q1 2026 | Apr 08, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 93,364 | 60,986 | 27.45% | 29.99% | 551 | +5,736 | 6.55% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Added to | 93,355 | 60,980 | 1.86% | 1.88% | 552 | +1,513 | 1.65% | Q1 2026 | Apr 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 93,326 | 60,961 | 17.36% | 17.95% | 553 | +1,914 | 2.09% | Q1 2026 | Apr 30, 2026 |
| Crestmont Private Wealth LLC | History | Reduced | 92,445 | 60,385 | 19.03% | 20.95% | 554 | -1,676 | -1.78% | Q1 2026 | May 08, 2026 |
| BANK OF STOCKTON | History | Reduced | 91,259 | 59,611 | 18.43% | 18.68% | 555 | -3,998 | -4.2% | Q1 2026 | Apr 29, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 91,163 | 59,548 | 12.61% | 15.53% | 556 | +525 | 0.58% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 91,039 | 59,467 | 0.01% | 0.0% | 557 | +77,019 | 549.35% | Q1 2026 | May 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 90,971 | 59,422 | 4.08% | 4.1% | 558 | +162 | 0.18% | Q1 2026 | May 05, 2026 |
| May Hill Capital, LLC | History | Added to | 90,829 | 59,330 | 14.9% | 15.82% | 559 | +5,170 | 6.04% | Q1 2026 | May 06, 2026 |
| ROGCO, LP | History | Reduced | 90,820 | 59,324 | 19.81% | 20.74% | 560 | -609 | -0.67% | Q1 2026 | May 04, 2026 |
| Karpus Management, Inc. | History | Reduced | 90,790 | 59,304 | 1.85% | 2.23% | 561 | -15,078 | -14.24% | Q1 2026 | May 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 90,246 | 58,949 | 10.59% | 10.9% | 562 | +2,148 | 2.44% | Q1 2026 | Apr 29, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 90,090 | 58,847 | 12.53% | 6.11% | 563 | +50,629 | 128.3% | Q1 2026 | May 08, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 90,059 | 58,827 | 20.71% | 18.4% | 564 | +26,208 | 41.05% | Q1 2026 | Apr 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 89,481 | 58,449 | 3.15% | 3.47% | 565 | -2,661 | -2.89% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 89,076 | 58,184 | 1.35% | 0.49% | 566 | +74,313 | 503.37% | Q1 2026 | Apr 27, 2026 |
| Marble Wealth, LLC | History | Reduced | 89,012 | 58,143 | 10.18% | 8.49% | 567 | -234 | -0.26% | Q1 2026 | May 14, 2026 |
| Waterford Advisors, LLC | History | Added to | 91,462 | 58,071 | 18.42% | 23.84% | 568 | +2,365 | 2.65% | Q1 2026 | May 15, 2026 |
| Enclave Advisors LLC | History | Added to | 88,728 | 57,957 | 7.95% | 8.43% | 569 | +1,842 | 2.12% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 88,570 | 57,854 | 3.24% | 3.17% | 570 | +6,390 | 7.78% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 87,963 | 57,458 | 0.02% | 0.03% | 571 | +3,048 | 3.59% | Q1 2026 | May 11, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 87,812 | 57,359 | 3.11% | 2.88% | 572 | +7,921 | 9.91% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 87,628 | 57,239 | 1.22% | 1.29% | 573 | -3,822 | -4.18% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | No change | 87,516 | 57,166 | 0.23% | 0.21% | 574 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 87,465 | 57,132 | 2.11% | 2.33% | 575 | -5,202 | -5.61% | Q1 2026 | Apr 20, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 87,294 | 57,021 | 8.27% | 8.59% | 576 | +420 | 0.48% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 86,770 | 56,679 | 1.61% | 1.96% | 577 | -4,961 | -5.41% | Q1 2026 | Apr 09, 2026 |
| AAF Wealth Management, LLC | History | Added to | 86,392 | 56,432 | 23.15% | 24.7% | 578 | +864 | 1.01% | Q1 2026 | May 08, 2026 |
| First Financial Bank - Trust Division | History | Added to | 86,056 | 56,212 | 4.53% | 4.5% | 579 | +6,047 | 7.56% | Q1 2026 | Apr 01, 2026 |
| Vise Technologies, Inc. | History | No change | 81,725 | 55,976 | 1.1% | 1.1% | 580 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 85,356 | 55,755 | 10.91% | 11.14% | 581 | +36 | 0.04% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 84,882 | 55,717 | 2.97% | 2.84% | 582 | -4,213 | -4.73% | Q1 2026 | May 12, 2026 |
| Colonial Trust Advisors | History | Added to | 85,289 | 55,711 | 4.33% | 4.33% | 583 | +1,340 | 1.6% | Q1 2026 | May 12, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 85,201 | 55,653 | 3.79% | 3.53% | 584 | +9,070 | 11.91% | Q1 2026 | May 15, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 85,021 | 55,536 | 7.82% | 8.36% | 585 | +506 | 0.6% | Q1 2026 | Apr 20, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 84,945 | 55,486 | 54.6% | 55.84% | 586 | +3,402 | 4.17% | Q1 2026 | Apr 13, 2026 |
| Rossmore Private Capital | History | Reduced | 84,765 | 55,369 | 4.86% | 5.34% | 587 | -2,801 | -3.2% | Q1 2026 | May 01, 2026 |
| Smithfield Trust Co | History | Reduced | 84,736 | 55,351 | 2.41% | 2.62% | 588 | -1,784 | -2.06% | Q1 2026 | May 08, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 84,701 | 55,328 | 0.17% | 0.16% | 589 | +9,821 | 13.12% | Q1 2026 | May 14, 2026 |
| Stewardship Advisors, LLC | History | Added to | 84,683 | 55,315 | 12.71% | 11.63% | 590 | +11,193 | 15.23% | Q1 2026 | Apr 17, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 84,626 | 55,278 | 3.03% | 3.47% | 591 | -563 | -0.66% | Q1 2026 | May 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 84,385 | 55,121 | 8.73% | 9.36% | 592 | +4,532 | 5.68% | Q1 2026 | Apr 09, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 84,186 | 54,991 | 11.82% | 12.76% | 593 | +1,918 | 2.33% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 83,947 | 54,835 | 11.15% | 11.36% | 594 | -162 | -0.19% | Q1 2026 | Apr 15, 2026 |
| EWA, LLC | History | Added to | 83,585 | 54,598 | 12.38% | 1.78% | 595 | +72,920 | 683.73% | Q1 2026 | Apr 23, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 82,550 | 53,985 | 12.79% | 12.93% | 596 | +1,223 | 1.5% | Q1 2026 | May 12, 2026 |
| High Note Wealth, LLC | History | Added to | 82,605 | 53,958 | 10.6% | 10.95% | 597 | +937 | 1.15% | Q1 2026 | May 11, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 82,277 | 53,744 | 24.38% | 25.35% | 598 | +2,253 | 2.82% | Q1 2026 | Apr 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 82,134 | 53,650 | 14.02% | 14.89% | 599 | -488 | -0.59% | Q1 2026 | May 01, 2026 |
| FINANCIAL COUNSELORS INC | History | Added to | 82,131 | 53,648 | 75.71% | 74.08% | 600 | +4,136 | 5.3% | Q1 2026 | May 01, 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC | History | Reduced | 81,983 | 53,552 | 24.16% | 25.36% | 601 | -3,957 | -4.6% | Q1 2026 | May 15, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 81,893 | 53,493 | 20.66% | 21.13% | 602 | +2,045 | 2.56% | Q1 2026 | Apr 29, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 81,570 | 53,282 | 37.18% | 37.53% | 603 | -804 | -0.98% | Q1 2026 | Apr 21, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 81,470 | 53,217 | 14.73% | 14.72% | 604 | +919 | 1.14% | Q1 2026 | May 12, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 81,322 | 53,120 | 11.63% | 13.2% | 605 | -8,885 | -9.85% | Q1 2026 | Apr 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 81,283 | 53,094 | 3.78% | 3.86% | 606 | +3,735 | 4.82% | Q1 2026 | May 06, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 81,004 | 52,926 | 27.35% | 28.91% | 607 | +4,538 | 5.93% | Q1 2026 | Apr 21, 2026 |
| Keebeck Wealth Management | History | Added to | 80,826 | 52,796 | 5.94% | 6.28% | 608 | +1,337 | 1.68% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Added to | 80,430 | 52,537 | 4.73% | 4.78% | 609 | +1,809 | 2.3% | Q1 2026 | May 11, 2026 |
| Waterloo Capital, L.P. | History | Added to | 80,219 | 52,400 | 3.68% | 3.88% | 610 | +1,527 | 1.94% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 80,037 | 52,325 | 0.84% | 0.91% | 611 | -533 | -0.66% | Q1 2026 | Apr 14, 2026 |
| Shelter Ins Retirement Plan | History | No change | 80,061 | 52,296 | 58.22% | 59.26% | 612 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HOWE & RUSLING INC | History | Reduced | 80,058 | 52,294 | 3.41% | 3.68% | 613 | -1,087 | -1.34% | Q1 2026 | Apr 28, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 79,941 | 52,217 | 0.82% | 0.79% | 614 | +1,331 | 1.69% | Q1 2026 | May 15, 2026 |
| International City Management Association Retirement Corp | History | No change | 79,711 | 52,068 | 26.67% | 27.72% | 615 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 72,460 | 51,246 | 3.29% | 3.45% | 616 | -1,225 | -1.66% | Q1 2026 | Apr 22, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 143,033 | 51,231 | 11.33% | 12.17% | 617 | -3,404 | -2.32% | Q1 2026 | Apr 21, 2026 |
| Riverstone Advisors, LLC | History | Reduced | 78,221 | 51,094 | 25.19% | 27.21% | 618 | -6,104 | -7.24% | Q1 2026 | Apr 21, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 78,205 | 51,084 | 6.87% | 6.76% | 619 | +18 | 0.02% | Q1 2026 | May 14, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 77,825 | 50,835 | 10.99% | — | 620 | +77,825 | New | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 77,493 | 50,618 | 1.48% | 1.4% | 621 | +8,997 | 13.14% | Q1 2026 | Apr 14, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 77,332 | 50,514 | 1.84% | 0.68% | 622 | +44,938 | 138.72% | Q1 2026 | May 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 77,244 | 50,456 | 2.02% | 2.1% | 623 | +598 | 0.78% | Q1 2026 | Apr 28, 2026 |
| MATHER GROUP, LLC. | History | Added to | 77,090 | 50,356 | 0.5% | 0.51% | 624 | +5,422 | 7.57% | Q1 2026 | Apr 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 76,735 | 50,124 | 0.64% | 0.64% | 625 | +2,207 | 2.96% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 76,581 | 50,023 | 15.01% | 15.09% | 626 | +2,870 | 3.89% | Q1 2026 | Apr 20, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 76,471 | 49,951 | 14.42% | 14.17% | 627 | +8,844 | 13.08% | Q1 2026 | May 07, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 76,357 | 49,877 | 13.42% | 14.28% | 628 | +3,955 | 5.46% | Q1 2026 | May 13, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 76,241 | 49,801 | 3.49% | 3.59% | 629 | +665 | 0.88% | Q1 2026 | May 14, 2026 |
| New World Advisors LLC | History | Reduced | 76,033 | 49,665 | 8.73% | 10.26% | 630 | -11,498 | -13.14% | Q1 2026 | Apr 27, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 75,889 | 49,571 | 15.46% | 13.8% | 631 | +8,733 | 13.0% | Q1 2026 | Apr 17, 2026 |
| Newton One Investments LLC | History | Reduced | 75,371 | 49,232 | 13.36% | 15.45% | 632 | -1,121 | -1.47% | Q1 2026 | Apr 24, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 75,259 | 49,150 | 9.8% | 10.43% | 633 | -3,402 | -4.32% | Q1 2026 | Apr 27, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 75,119 | 49,068 | 4.3% | 4.24% | 634 | +4,254 | 6.0% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 74,744 | 48,823 | 0.04% | 0.04% | 635 | -3,553 | -4.54% | Q1 2026 | May 12, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 74,689 | 48,787 | 14.99% | 15.74% | 636 | -567 | -0.75% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Added to | 74,444 | 48,627 | 2.27% | 2.19% | 637 | +3,008 | 4.21% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 73,937 | 48,296 | 2.49% | 2.63% | 638 | +984 | 1.35% | Q1 2026 | Apr 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 73,858 | 48,244 | 5.33% | 7.23% | 639 | -20,134 | -21.42% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 73,592 | 48,071 | 1.48% | 1.6% | 640 | -3,115 | -4.06% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 67,153 | 47,985 | 1.07% | 1.11% | 641 | +1,896 | 2.91% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 73,210 | 47,821 | 2.39% | 2.68% | 642 | -2,075 | -2.76% | Q1 2026 | Apr 23, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 72,845 | 47,583 | 1.6% | 1.8% | 643 | -2,611 | -3.46% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 7,574 | 47,435 | 11.03% | 11.39% | 644 | -65,348 | -89.61% | Q1 2026 | May 13, 2026 |
| Genoa Capital Gestora de Recursos Ltda. | History | Added to | 72,617 | 47,434 | 36.54% | 1.96% | 645 | +66,345 | 1057.8% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 72,567 | 47,401 | 0.98% | 0.96% | 646 | +7,082 | 10.81% | Q1 2026 | Apr 27, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 72,335 | 47,249 | 5.25% | 5.66% | 647 | -2,573 | -3.43% | Q1 2026 | May 07, 2026 |
| AMS Capital Ltda | History | Added to | 72,302 | 47,228 | 18.34% | 13.09% | 648 | +22,888 | 46.32% | Q1 2026 | Jun 17, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 71,932 | 46,986 | 4.45% | 4.57% | 649 | +1,954 | 2.79% | Q1 2026 | May 04, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 75,319 | 46,874 | 11.86% | 9.47% | 650 | +15,067 | 25.01% | Q1 2026 | May 08, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 71,701 | 46,835 | 3.71% | 3.66% | 651 | +297 | 0.42% | Q1 2026 | Apr 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 71,216 | 46,520 | 0.04% | 0.04% | 652 | +5,108 | 7.73% | Q1 2026 | May 14, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 71,187 | 46,500 | 3.7% | 3.36% | 653 | +6,442 | 9.95% | Q1 2026 | Apr 27, 2026 |
| Next Capital Management LLC | History | Added to | 70,599 | 46,115 | 13.97% | 15.31% | 654 | +765 | 1.1% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 70,371 | 45,967 | 0.02% | 0.02% | 655 | +12,051 | 20.66% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | Added to | 70,753 | 45,919 | 3.01% | 2.86% | 656 | +4,493 | 6.78% | Q1 2026 | May 11, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 70,219 | 45,868 | 3.32% | 3.25% | 657 | +69,618 | 11583.69% | Q1 2026 | May 21, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 70,186 | 45,849 | 16.62% | 20.25% | 658 | -12,557 | -15.18% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 70,084 | 45,779 | 0.92% | 0.88% | 659 | +6,815 | 10.77% | Q1 2026 | May 14, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 69,615 | 45,473 | 16.39% | 16.08% | 660 | +5,790 | 9.07% | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 69,296 | 45,264 | 11.35% | 14.15% | 661 | -10,492 | -13.15% | Q1 2026 | Apr 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 69,273 | 45,249 | 2.4% | 3.12% | 662 | -22,144 | -24.22% | Q1 2026 | Apr 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 69,258 | 45,240 | 0.33% | 0.34% | 663 | -2,710 | -3.77% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Reduced | 69,242 | 45,229 | 1.98% | 2.63% | 664 | -256 | -0.37% | Q1 2026 | May 11, 2026 |
| Kapitalo Investimentos Ltda | History | New | 69,214 | 45,211 | 8.51% | — | 665 | +69,214 | New | Q1 2026 | May 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 69,133 | 45,158 | 2.9% | 3.03% | 666 | +232 | 0.34% | Q1 2026 | Apr 17, 2026 |
| Portland Global Advisors LLC | History | Added to | 69,121 | 45,150 | 4.81% | 4.85% | 667 | +3,171 | 4.81% | Q1 2026 | May 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 69,048 | 45,102 | 0.44% | 0.46% | 668 | -142 | -0.21% | Q1 2026 | May 14, 2026 |
| Alpha Financial Partners LLC | History | Added to | 68,964 | 45,048 | 26.67% | 28.66% | 669 | +429 | 0.63% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Reduced | 68,901 | 45,007 | 1.03% | 1.06% | 670 | -946 | -1.35% | Q1 2026 | May 11, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 68,895 | 45,002 | 24.05% | 24.27% | 671 | +1,063 | 1.57% | Q1 2026 | May 15, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 68,788 | 44,933 | 21.19% | 19.7% | 672 | -4,473 | -6.11% | Q1 2026 | May 13, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 68,676 | 44,859 | 27.39% | 27.71% | 673 | -1,026 | -1.47% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 68,640 | 44,835 | 1.04% | 1.08% | 674 | +3,640 | 5.6% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 68,461 | 44,719 | 0.12% | 0.07% | 675 | +28,231 | 70.17% | Q1 2026 | May 15, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 68,381 | 44,666 | 21.78% | 23.41% | 676 | -1,427 | -2.04% | Q1 2026 | Apr 29, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Reduced | 65,371 | 44,386 | 29.93% | 30.87% | 677 | -572 | -0.87% | Q1 2026 | Apr 10, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 67,819 | 44,300 | 4.2% | 2.93% | 678 | +21,584 | 46.68% | Q1 2026 | May 11, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 67,728 | 44,240 | 23.99% | 24.78% | 679 | +2,030 | 3.09% | Q1 2026 | Apr 29, 2026 |
| Capital Planning LLC | History | Added to | 67,613 | 44,165 | 14.37% | 12.83% | 680 | +883 | 1.32% | Q1 2026 | Apr 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 67,213 | 43,904 | 0.85% | 0.9% | 681 | +287 | 0.43% | Q1 2026 | Apr 14, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 66,356 | 43,344 | 24.66% | 23.27% | 682 | +5,402 | 8.86% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 66,056 | 43,148 | 1.09% | 1.14% | 683 | +2,507 | 3.94% | Q1 2026 | Apr 07, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 65,994 | 43,108 | 25.14% | 26.77% | 684 | +778 | 1.19% | Q1 2026 | Apr 23, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Added to | 65,894 | 43,042 | 25.66% | 25.91% | 685 | +7,962 | 13.74% | Q1 2026 | May 15, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 65,656 | 42,995 | 14.35% | 15.18% | 686 | +2,429 | 3.84% | Q1 2026 | May 11, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 63,278 | 42,965 | 5.99% | 6.07% | 687 | +1,835 | 2.99% | Q1 2026 | Apr 13, 2026 |
| Snider Financial Group | History | Added to | 65,537 | 42,809 | 12.92% | 11.43% | 688 | +2,902 | 4.63% | Q1 2026 | Apr 15, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 65,289 | 42,647 | 12.23% | 12.24% | 689 | +4,496 | 7.4% | Q1 2026 | Apr 23, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 65,161 | 42,563 | 3.14% | 3.23% | 690 | -2,058 | -3.06% | Q1 2026 | May 07, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 65,078 | 42,509 | 9.79% | 10.14% | 691 | +74 | 0.11% | Q1 2026 | Apr 17, 2026 |
| Tandem Financial, LLC | History | Added to | 65,017 | 42,469 | 13.51% | 0.26% | 692 | +64,643 | 17284.22% | Q1 2026 | May 08, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 65,004 | 42,461 | 11.46% | 11.98% | 693 | +2,190 | 3.49% | Q1 2026 | May 05, 2026 |
| NDWM LLC | History | Reduced | 64,866 | 42,371 | 27.48% | 30.84% | 694 | -3,196 | -4.7% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | Added to | 64,771 | 42,309 | 0.48% | 0.44% | 695 | +7,755 | 13.6% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 64,741 | 42,289 | 0.5% | 0.54% | 696 | +220 | 0.34% | Q1 2026 | May 01, 2026 |
| Peak Planning Group, LLC | History | Added to | 64,215 | 41,946 | 11.63% | 11.63% | 697 | +3,645 | 6.02% | Q1 2026 | Apr 22, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 64,039 | 41,830 | 20.3% | 20.62% | 698 | +3,674 | 6.09% | Q1 2026 | May 05, 2026 |
| Sentinel Advisory Group, LLC | History | New | 63,977 | 41,790 | 20.36% | — | 699 | +63,977 | New | Q1 2026 | May 14, 2026 |
| AMES NATIONAL CORP | History | Added to | 63,573 | 41,526 | 24.92% | 24.96% | 700 | +1,319 | 2.12% | Q1 2026 | May 12, 2026 |
| High Falls Advisors, Inc | History | No change | 60,629 | 41,526 | 8.41% | 8.41% | 701 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 63,290 | 41,341 | 5.55% | 5.79% | 702 | +1,265 | 2.04% | Q1 2026 | Apr 08, 2026 |
| One Capital Management, LLC | History | Added to | 62,839 | 41,047 | 1.13% | 1.26% | 703 | +2,077 | 3.42% | Q1 2026 | May 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 62,811 | 41,028 | 4.05% | 3.73% | 704 | +7,192 | 12.93% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 62,532 | 40,846 | 10.8% | 11.76% | 705 | +831 | 1.35% | Q1 2026 | May 14, 2026 |
| Coastline Trust Co | History | Added to | 62,233 | 40,651 | 4.03% | 3.99% | 706 | +237 | 0.38% | Q1 2026 | Apr 03, 2026 |
| VestGen Advisors, LLC | History | Added to | 54,701 | 40,567 | 1.08% | 1.44% | 707 | +5,204 | 10.51% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 61,936 | 40,457 | 1.3% | 0.78% | 708 | -3,795 | -5.77% | Q1 2026 | Apr 29, 2026 |
| PAX Financial Group, LLC | History | Added to | 61,703 | 40,304 | 6.88% | 5.36% | 709 | +16,315 | 35.95% | Q1 2026 | Apr 27, 2026 |
| Fort Henry Capital, LLC | History | Added to | 61,695 | 40,299 | 24.37% | 25.7% | 710 | +443 | 0.72% | Q1 2026 | Apr 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 61,386 | 40,098 | 2.26% | 2.49% | 711 | +30,780 | 100.57% | Q1 2026 | Apr 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 61,105 | 39,914 | 0.03% | 0.25% | 712 | -379,361 | -86.13% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Added to | 61,091 | 39,905 | 9.15% | 10.41% | 713 | +241 | 0.4% | Q1 2026 | May 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 60,745 | 39,679 | 13.47% | 14.38% | 714 | +805 | 1.34% | Q1 2026 | Apr 17, 2026 |
| LCW Services, LLC | History | Added to | 60,680 | 39,637 | 19.69% | 20.84% | 715 | +3,556 | 6.23% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 60,607 | 39,589 | 0.2% | 0.19% | 716 | +10,243 | 20.34% | Q1 2026 | May 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 60,488 | 39,511 | 2.17% | 2.32% | 717 | -3,452 | -5.4% | Q1 2026 | May 14, 2026 |
| FULTON BANK, N.A. | History | Added to | 60,252 | 39,357 | 1.39% | 1.39% | 718 | +1,357 | 2.3% | Q1 2026 | Apr 24, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 60,225 | 39,339 | 22.65% | 22.01% | 719 | +1,126 | 1.91% | Q1 2026 | May 15, 2026 |
| SWS Partners | History | Added to | 60,166 | 39,300 | 9.69% | 9.61% | 720 | +2,032 | 3.5% | Q1 2026 | Apr 21, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 60,105 | 39,261 | 0.58% | 0.7% | 721 | -7,263 | -10.78% | Q1 2026 | Apr 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 60,055 | 39,228 | 2.9% | 3.24% | 722 | -6,546 | -9.83% | Q1 2026 | Apr 13, 2026 |
| CISCO SYSTEMS, INC. | History | No change | 60,000 | 39,192 | 12.36% | 12.49% | 723 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mann Financial Group, Inc. | History | Added to | 59,978 | 39,178 | 36.89% | 38.24% | 724 | +2,254 | 3.9% | Q1 2026 | Apr 24, 2026 |
| Kelly Financial Services LLC | History | Added to | 59,936 | 39,042 | 9.43% | 7.09% | 725 | +18,638 | 45.13% | Q1 2026 | Apr 13, 2026 |
| Valley Financial Group, Inc. | History | Added to | 59,696 | 38,994 | 21.04% | 22.11% | 726 | +2,219 | 3.86% | Q1 2026 | May 15, 2026 |
| David J Yvars Group | History | Reduced | 59,583 | 38,914 | 21.75% | 21.76% | 727 | -109 | -0.18% | Q1 2026 | Apr 08, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 59,518 | 38,877 | 23.51% | 24.07% | 728 | +2,401 | 4.2% | Q1 2026 | Apr 17, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 59,504 | 38,868 | 19.04% | 19.8% | 729 | +1,365 | 2.35% | Q1 2026 | Apr 22, 2026 |
| Somnio Financial Group, LLC | History | Added to | 59,185 | 38,659 | 25.4% | 26.47% | 730 | +719 | 1.23% | Q1 2026 | Apr 09, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 58,936 | 38,497 | 1.59% | 0.91% | 731 | +22,564 | 62.04% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Added to | 58,800 | 38,408 | 5.31% | 5.8% | 732 | +473 | 0.81% | Q1 2026 | Apr 22, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 58,678 | 38,328 | 33.37% | 33.66% | 733 | -2,264 | -3.72% | Q1 2026 | May 08, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 58,613 | 38,286 | 7.21% | 5.99% | 734 | +12,531 | 27.19% | Q1 2026 | Apr 13, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 58,594 | 38,274 | 23.58% | 23.96% | 735 | +1,555 | 2.73% | Q1 2026 | Apr 08, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 58,356 | 38,200 | 1.4% | 1.55% | 736 | -1,319 | -2.21% | Q1 2026 | May 12, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 58,418 | 38,158 | 2.55% | 2.77% | 737 | -2,751 | -4.5% | Q1 2026 | Apr 22, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 58,368 | 38,126 | 7.19% | 14.8% | 738 | -60,431 | -50.87% | Q1 2026 | Apr 14, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 58,335 | 38,105 | 10.74% | 11.17% | 739 | -730 | -1.24% | Q1 2026 | Apr 10, 2026 |
| PACK Private Wealth, LLC | History | Added to | 58,274 | 38,065 | 17.48% | 17.61% | 740 | +1,881 | 3.34% | Q1 2026 | May 15, 2026 |
| Mizuho Markets Cayman LP | History | No change | 58,000 | 37,886 | 2.04% | 2.0% | 741 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 52,414 | 37,846 | 2.97% | 2.61% | 742 | +8,263 | 18.72% | Q1 2026 | May 01, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 57,925 | 37,837 | 24.3% | 25.43% | 743 | +2,712 | 4.91% | Q1 2026 | Apr 09, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 57,250 | 37,396 | 4.54% | 4.78% | 744 | -413 | -0.72% | Q1 2026 | Apr 23, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 57,017 | 37,244 | 6.31% | 6.25% | 745 | -180 | -0.31% | Q1 2026 | May 12, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 57,000 | 37,232 | 10.28% | 10.66% | 746 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| New Insight Wealth Advisors | History | Added to | 56,976 | 37,217 | 13.34% | 13.61% | 747 | +1,342 | 2.41% | Q1 2026 | May 07, 2026 |
| Avondale Wealth Management | History | Reduced | 56,968 | 37,212 | 18.29% | 20.17% | 748 | -291 | -0.51% | Q1 2026 | Apr 14, 2026 |
| Legacy Advisors, LLC | History | Reduced | 56,722 | 37,051 | 4.37% | 4.38% | 749 | -2,772 | -4.66% | Q1 2026 | May 05, 2026 |
| Apeiron RIA LLC | History | Reduced | 56,700 | 37,037 | 8.58% | 8.95% | 750 | -7,120 | -11.16% | Q1 2026 | Apr 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 56,651 | 37,005 | 4.16% | 4.2% | 751 | +750 | 1.34% | Q1 2026 | Apr 16, 2026 |
| Wealth Quarterback LLC | History | Reduced | 56,554 | 36,941 | 14.54% | 20.47% | 752 | -26,474 | -31.89% | Q1 2026 | Apr 09, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 56,439 | 36,866 | 3.17% | 3.58% | 753 | -4,932 | -8.04% | Q1 2026 | May 06, 2026 |
| Gradient Investments LLC | History | Added to | 56,204 | 36,713 | 0.57% | 0.29% | 754 | +29,074 | 107.17% | Q1 2026 | Apr 13, 2026 |
| ENZI WEALTH | History | Added to | 56,154 | 36,680 | 12.73% | 13.41% | 755 | +1,302 | 2.37% | Q1 2026 | Apr 24, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 56,015 | 36,589 | 14.7% | 16.44% | 756 | -8,941 | -13.76% | Q1 2026 | Apr 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 55,844 | 36,477 | 1.53% | 1.75% | 757 | -1,203 | -2.11% | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 55,783 | 36,438 | 0.43% | 0.31% | 758 | +15,303 | 37.8% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 55,694 | 36,355 | 1.89% | 2.09% | 759 | -2,988 | -5.09% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 55,650 | 36,351 | 8.12% | 8.07% | 760 | +5,007 | 9.89% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Services | History | Added to | 55,611 | 36,325 | 10.66% | 8.28% | 761 | +15,543 | 38.79% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | New | 55,530 | 36,272 | 0.09% | — | 762 | +55,530 | New | Q1 2026 | May 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 55,265 | 36,099 | 3.98% | 4.43% | 763 | -4,360 | -7.31% | Q1 2026 | Apr 29, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 55,145 | 36,021 | 8.28% | 8.72% | 764 | -773 | -1.38% | Q1 2026 | Apr 10, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 55,070 | 35,972 | 6.15% | 6.46% | 765 | -570 | -1.02% | Q1 2026 | May 04, 2026 |
| SACHEM HILL LLC | History | Reduced | 54,846 | 35,825 | 6.94% | 7.42% | 766 | -888 | -1.59% | Q1 2026 | May 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 54,837 | 35,820 | 3.4% | 3.69% | 767 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Management Group | History | Added to | 54,712 | 35,764 | 7.82% | 7.82% | 768 | +2,698 | 5.19% | Q1 2026 | Apr 29, 2026 |
| Atwater Malick LLC | History | Added to | 54,723 | 35,745 | 9.65% | 9.61% | 769 | +3,817 | 7.5% | Q1 2026 | Apr 22, 2026 |
| Elevated Financial Group LLC | History | Added to | 54,578 | 35,650 | 11.59% | 12.15% | 770 | +3,282 | 6.4% | Q1 2026 | May 11, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 54,566 | 35,643 | 25.8% | 26.0% | 772 | +151 | 0.28% | Q1 2026 | May 06, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 54,566 | 35,643 | 7.21% | 7.4% | 771 | -38 | -0.07% | Q1 2026 | Apr 22, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 54,566 | 35,642 | 10.66% | 11.33% | 773 | +1,617 | 3.05% | Q1 2026 | Apr 06, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 54,553 | 35,634 | 13.8% | 16.17% | 774 | +5,590 | 11.42% | Q1 2026 | Apr 22, 2026 |
| SVB WEALTH LLC | History | Added to | 54,435 | 35,557 | 2.34% | 2.04% | 775 | +3,983 | 7.89% | Q1 2026 | Apr 17, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 54,411 | 35,541 | 10.67% | 11.27% | 776 | +1,070 | 2.01% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 54,205 | 35,407 | 0.73% | 0.8% | 777 | +2,489 | 4.81% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 53,959 | 35,246 | 3.93% | 3.51% | 778 | +7,441 | 16.0% | Q1 2026 | May 01, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 53,726 | 35,094 | 4.6% | 4.76% | 779 | +694 | 1.31% | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 53,682 | 35,065 | 2.69% | 3.12% | 780 | -2,126 | -3.81% | Q1 2026 | Apr 22, 2026 |
| Ballew Advisors, Inc | History | Reduced | 51,277 | 35,022 | 19.75% | 20.38% | 781 | -616 | -1.19% | Q1 2026 | Apr 10, 2026 |
| Curry Webb Wealth Management LLC | History | Added to | 53,507 | 34,951 | 16.52% | 9.48% | 782 | +25,616 | 91.84% | Q1 2026 | Jun 10, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 54,847 | 34,936 | 3.48% | 3.71% | 783 | -1,022 | -1.83% | Q1 2026 | May 12, 2026 |
| Orin Green Financial, LLC | History | Reduced | 53,221 | 34,764 | 14.26% | 14.6% | 784 | -54 | -0.1% | Q1 2026 | Apr 29, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 52,890 | 34,548 | 8.96% | 9.2% | 785 | +746 | 1.43% | Q1 2026 | Apr 15, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 52,767 | 34,467 | 3.52% | 4.75% | 786 | -14,985 | -22.12% | Q1 2026 | May 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 52,766 | 34,466 | 1.95% | 1.79% | 787 | +9,034 | 20.66% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 52,734 | 34,446 | 2.35% | 2.4% | 788 | +1,859 | 3.65% | Q1 2026 | Apr 21, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 52,574 | 34,342 | 9.47% | 9.72% | 789 | +1,524 | 2.99% | Q1 2026 | Apr 15, 2026 |
| SFMG, LLC | History | Reduced | 52,475 | 34,277 | 2.32% | 2.43% | 790 | -461 | -0.87% | Q1 2026 | May 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 52,380 | 34,215 | 2.41% | 2.5% | 791 | -531 | -1.0% | Q1 2026 | Apr 28, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 52,351 | 34,195 | 2.42% | 0.75% | 792 | +44,482 | 565.28% | Q1 2026 | May 15, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 52,321 | 34,176 | 13.62% | 20.2% | 793 | -17,465 | -25.03% | Q1 2026 | May 08, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 52,247 | 34,128 | 0.58% | 0.26% | 794 | +28,769 | 122.54% | Q1 2026 | May 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 52,189 | 34,090 | 4.76% | 4.96% | 795 | +1,395 | 2.75% | Q1 2026 | Apr 21, 2026 |
| Sonoma Allocations LLC | History | Reduced | 51,544 | 34,080 | 11.76% | 12.68% | 796 | -3,169 | -5.79% | Q1 2026 | May 19, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 53,667 | 34,075 | 2.16% | 1.91% | 797 | -6,754 | -11.18% | Q1 2026 | Apr 24, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 52,094 | 34,028 | 24.58% | 26.44% | 798 | +974 | 1.91% | Q1 2026 | May 08, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 52,008 | 33,972 | 4.37% | 4.58% | 799 | +4,069 | 8.49% | Q1 2026 | Apr 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 51,747 | 33,802 | 0.37% | 0.35% | 800 | +13,641 | 35.8% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 47,862 | 33,730 | 3.03% | 3.06% | 801 | +9 | 0.02% | Q1 2026 | Apr 20, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 51,380 | 33,561 | 10.34% | 8.19% | 802 | +11,740 | 29.62% | Q1 2026 | Apr 13, 2026 |
| Integrated Capital Management, LLC | History | Added to | 51,346 | 33,539 | 14.15% | 15.04% | 803 | +267 | 0.52% | Q1 2026 | Apr 17, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 51,232 | 33,485 | 6.09% | 6.44% | 804 | -2,471 | -4.6% | Q1 2026 | May 11, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 51,182 | 33,432 | 24.24% | 28.57% | 805 | -5,024 | -8.94% | Q1 2026 | Apr 09, 2026 |
| RiverGlades Family Offices LLC | History | New | 51,172 | 33,425 | 19.65% | — | 806 | +51,172 | New | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 50,620 | 33,065 | 2.01% | 0.97% | 807 | -542,931 | -91.47% | Q1 2026 | May 12, 2026 |
| HCR Wealth Advisors | History | Reduced | 50,596 | 33,050 | 3.43% | 3.46% | 808 | -365 | -0.72% | Q1 2026 | Apr 21, 2026 |
| SYON CAPITAL LLC | History | Reduced | 50,468 | 32,966 | 1.66% | 1.75% | 809 | -672 | -1.31% | Q1 2026 | May 13, 2026 |
| ALONGSIDE, LLC | History | No change | 47,871 | 32,788 | 10.89% | 10.89% | 810 | 0 | 0.0% | Q4 2025 | Jul 09, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 50,123 | 32,740 | 6.31% | 6.31% | 811 | +1,803 | 3.73% | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 50,074 | 32,709 | 2.86% | 2.19% | 812 | +12,093 | 31.84% | Q1 2026 | Apr 15, 2026 |
| VeraBank, N.A. | History | Added to | 49,996 | 32,657 | 5.98% | 6.11% | 813 | +964 | 1.97% | Q1 2026 | May 11, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 49,922 | 32,609 | 26.29% | 26.88% | 814 | +1,052 | 2.15% | Q1 2026 | Apr 27, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 49,649 | 32,431 | 5.39% | 5.49% | 815 | -443 | -0.88% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 49,570 | 32,379 | 1.02% | 1.05% | 816 | +1,829 | 3.83% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 49,402 | 32,269 | 1.0% | 1.12% | 817 | -2,474 | -4.77% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 49,286 | 32,194 | 0.9% | 1.34% | 818 | -20,271 | -29.14% | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 49,228 | 32,155 | 2.2% | 2.14% | 819 | +2,247 | 4.78% | Q1 2026 | May 21, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 49,125 | 32,088 | 21.46% | 22.57% | 820 | -1,697 | -3.34% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Added to | 48,759 | 31,851 | 1.16% | 0.98% | 821 | +8,992 | 22.61% | Q1 2026 | Apr 28, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 48,741 | 31,838 | 18.94% | 19.63% | 822 | +707 | 1.47% | Q1 2026 | Apr 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 48,528 | 31,755 | 0.32% | 0.36% | 823 | +1,707 | 3.65% | Q1 2026 | May 12, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 48,460 | 31,654 | 3.61% | 3.48% | 824 | +607 | 1.27% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 48,313 | 31,558 | 1.07% | 1.47% | 825 | -13,179 | -21.43% | Q1 2026 | Apr 07, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 48,284 | 31,539 | 0.13% | 0.12% | 826 | +6,073 | 14.39% | Q1 2026 | May 13, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 48,265 | 31,527 | 12.8% | 13.43% | 827 | -1,610 | -3.23% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 48,117 | 31,430 | 1.22% | 1.37% | 828 | -5,378 | -10.05% | Q1 2026 | May 12, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 48,056 | 31,390 | 25.09% | 25.04% | 829 | +443 | 0.93% | Q1 2026 | May 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 47,900 | 31,288 | 0.4% | 0.16% | 830 | +28,700 | 149.48% | Q1 2026 | May 05, 2026 |
| Client First Capital LLC | History | Added to | 47,741 | 31,185 | 13.53% | 12.58% | 831 | +4,152 | 9.53% | Q1 2026 | Apr 24, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 47,660 | 31,132 | 1.96% | 2.31% | 832 | -3,496 | -6.83% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 47,455 | 30,998 | 0.24% | 0.23% | 833 | +1,181 | 2.55% | Q1 2026 | May 11, 2026 |
| River Wealth Advisors LLC | History | Reduced | 47,449 | 30,994 | 3.56% | 3.98% | 834 | -4,425 | -8.53% | Q1 2026 | May 13, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 47,335 | 30,919 | 7.22% | 6.89% | 835 | +6,117 | 14.84% | Q1 2026 | Apr 24, 2026 |
| Custos Family Office, LLC | History | No change | 45,127 | 30,909 | 21.1% | 21.1% | 836 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lantz Financial LLC | History | Added to | 46,947 | 30,666 | 6.34% | 6.12% | 837 | +4,614 | 10.9% | Q1 2026 | Apr 09, 2026 |
| Community Bank, N.A. | History | Added to | 46,895 | 30,632 | 3.65% | 3.79% | 838 | +63 | 0.13% | Q1 2026 | May 12, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 46,829 | 30,589 | 7.61% | 8.72% | 839 | -4,606 | -8.95% | Q1 2026 | May 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 46,801 | 30,570 | 8.67% | 8.39% | 840 | +1,194 | 2.62% | Q1 2026 | Apr 16, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 46,597 | 30,437 | 12.91% | 13.61% | 841 | +1,164 | 2.56% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 46,439 | 30,334 | 0.07% | 0.07% | 842 | +4,205 | 9.96% | Q1 2026 | May 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 46,433 | 30,330 | 0.22% | 0.38% | 843 | -22,531 | -32.67% | Q1 2026 | May 15, 2026 |
| IFS Advisors, LLC | History | Reduced | 46,422 | 30,323 | 15.63% | 16.67% | 844 | -422 | -0.9% | Q1 2026 | Apr 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 42,482 | 30,304 | 2.09% | 2.47% | 845 | -6,886 | -13.95% | Q1 2026 | Apr 29, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 46,187 | 30,169 | 10.93% | 10.57% | 846 | +1,310 | 2.92% | Q1 2026 | May 11, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 46,084 | 30,102 | 9.01% | 9.41% | 847 | -305 | -0.66% | Q1 2026 | May 05, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 46,055 | 30,083 | 13.57% | 14.03% | 848 | -346 | -0.75% | Q1 2026 | May 05, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 46,037 | 30,071 | 2.69% | 2.32% | 849 | +16,891 | 57.95% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 45,851 | 29,986 | 1.05% | 1.1% | 850 | +225 | 0.49% | Q1 2026 | May 06, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 45,887 | 29,973 | 4.23% | 3.99% | 851 | +3,799 | 9.03% | Q1 2026 | Apr 15, 2026 |
| Altus Wealth Group LLC | History | Reduced | 45,781 | 29,904 | 12.25% | 12.77% | 852 | -882 | -1.89% | Q1 2026 | Apr 27, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 45,597 | 29,784 | 3.07% | 3.17% | 853 | -69 | -0.15% | Q1 2026 | May 12, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 45,592 | 29,781 | 8.52% | 8.59% | 854 | -250 | -0.55% | Q1 2026 | Apr 28, 2026 |
| Verger Capital Management LLC | History | Added to | 45,466 | 29,699 | 8.76% | 9.2% | 855 | +122 | 0.27% | Q1 2026 | May 13, 2026 |
| a16z Perennial Management, L.P. | History | No change | 45,250 | 29,557 | 2.45% | 2.33% | 856 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 45,161 | 29,499 | 0.42% | 0.4% | 857 | +10,234 | 29.3% | Q1 2026 | May 11, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 45,029 | 29,413 | 11.26% | 11.56% | 858 | +1,649 | 3.8% | Q1 2026 | May 05, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 45,014 | 29,403 | 8.68% | 9.13% | 859 | +50 | 0.11% | Q1 2026 | Apr 02, 2026 |
| JHP Wealth Management, LLC | History | Added to | 44,900 | 29,329 | 28.04% | 29.54% | 860 | +367 | 0.82% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 44,876 | 29,313 | 1.11% | 1.05% | 861 | +11,755 | 35.49% | Q1 2026 | Jun 18, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 44,738 | 29,223 | 2.82% | 2.68% | 862 | +2,733 | 6.51% | Q1 2026 | May 04, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 44,620 | 29,146 | 4.5% | 5.13% | 863 | -1,566 | -3.39% | Q1 2026 | May 07, 2026 |
| Grove Bank & Trust | History | Reduced | 44,565 | 29,110 | 3.29% | 3.53% | 864 | -1,234 | -2.69% | Q1 2026 | Apr 08, 2026 |
| Matrix Trust Co | History | Reduced | 44,530 | 29,088 | 4.83% | 5.06% | 865 | -236 | -0.53% | Q1 2026 | Apr 09, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 44,517 | 29,079 | 3.45% | 3.61% | 866 | -266 | -0.59% | Q1 2026 | Apr 21, 2026 |
| E Fund Management Co., Ltd. | History | New | 44,471 | 29,048 | 0.86% | — | 868 | +44,471 | New | Q1 2026 | Apr 13, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 44,471 | 29,048 | 13.21% | 9.73% | 867 | +3,029 | 7.31% | Q1 2026 | Apr 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 42,407 | 29,046 | 0.98% | 0.98% | 869 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 44,377 | 28,987 | 29.0% | 30.63% | 870 | -19 | -0.04% | Q1 2026 | Apr 16, 2026 |
| Powerhouse Assets LLC | History | Added to | 44,304 | 28,939 | 25.18% | 26.11% | 871 | +961 | 2.22% | Q1 2026 | Apr 28, 2026 |
| Fairman Group, LLC | History | Added to | 44,209 | 28,877 | 24.69% | 23.01% | 872 | +2,162 | 5.14% | Q1 2026 | Apr 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 44,109 | 28,817 | 3.6% | 3.56% | 873 | +3,772 | 9.35% | Q1 2026 | May 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 43,985 | 28,731 | 2.74% | 2.9% | 874 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 43,808 | 28,615 | 8.98% | 9.13% | 875 | +855 | 1.99% | Q1 2026 | Apr 06, 2026 |
| Trek Financial, LLC | History | Added to | 43,477 | 28,399 | 1.51% | 1.2% | 876 | +13,339 | 44.26% | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 43,350 | 28,316 | 4.48% | 5.27% | 877 | +1,701 | 4.08% | Q1 2026 | Apr 17, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 43,158 | 28,191 | 15.27% | 12.81% | 878 | +333 | 0.78% | Q1 2026 | Apr 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 43,086 | 28,144 | 2.05% | 2.12% | 879 | +1,661 | 4.01% | Q1 2026 | Apr 20, 2026 |
| Legacy Trust | History | Added to | 43,030 | 28,107 | 5.39% | 5.09% | 880 | +3,302 | 8.31% | Q1 2026 | Apr 14, 2026 |
| Diversified Trust Co | History | Reduced | 43,023 | 28,103 | 0.52% | 0.58% | 881 | -3,246 | -7.02% | Q1 2026 | Apr 16, 2026 |
| CacheTech Inc. | History | Added to | 42,820 | 27,970 | 5.39% | 5.34% | 882 | +715 | 1.7% | Q1 2026 | May 11, 2026 |
| Bedminster, LLC | History | Reduced | 42,774 | 27,940 | 25.99% | 29.09% | 883 | -3,460 | -7.48% | Q1 2026 | Apr 24, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 42,537 | 27,785 | 4.04% | 4.13% | 884 | -37 | -0.09% | Q1 2026 | Apr 21, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 42,186 | 27,556 | 11.12% | 11.21% | 885 | -858 | -1.99% | Q1 2026 | May 13, 2026 |
| Financial Life Planners | History | Added to | 42,107 | 27,504 | 21.09% | 20.62% | 886 | +173 | 0.41% | Q1 2026 | Apr 24, 2026 |
| DAGCO, INC. | History | Added to | 41,967 | 27,412 | 5.94% | 6.13% | 887 | +3,232 | 8.34% | Q1 2026 | Apr 20, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 41,801 | 27,304 | 5.91% | 6.13% | 888 | -62 | -0.15% | Q1 2026 | Apr 29, 2026 |
| Fidelis Wealth Advisors LLC | History | Added to | 41,758 | 27,276 | 39.73% | 40.83% | 889 | +638 | 1.55% | Q1 2026 | May 12, 2026 |
| Adams Wealth Management | History | Added to | 41,716 | 27,249 | 5.98% | 6.03% | 890 | +463 | 1.12% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Added to | 41,600 | 27,173 | 6.17% | 6.42% | 891 | +1,556 | 3.89% | Q1 2026 | Apr 10, 2026 |
| Legacy Financial Group LLC | History | Added to | 41,188 | 26,904 | 3.38% | 2.42% | 892 | +12,756 | 44.86% | Q1 2026 | May 04, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 41,109 | 26,852 | 5.74% | 5.91% | 893 | +166 | 0.41% | Q1 2026 | May 13, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 41,068 | 26,825 | 5.92% | 5.63% | 894 | +1,845 | 4.7% | Q1 2026 | Apr 15, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 41,031 | 26,801 | 5.29% | 5.2% | 895 | +4,743 | 13.07% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 40,994 | 26,777 | 0.63% | 0.72% | 896 | -6,158 | -13.06% | Q1 2026 | May 15, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 40,813 | 26,659 | 1.2% | 1.17% | 897 | -195 | -0.48% | Q1 2026 | Apr 29, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 40,678 | 26,571 | 10.59% | 10.93% | 898 | +1,008 | 2.54% | Q1 2026 | Apr 29, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 40,521 | 26,555 | 0.98% | 1.71% | 899 | +24,926 | 159.83% | Q1 2026 | May 14, 2026 |
| Wick Capital Partners, LLC | History | Added to | 40,644 | 26,549 | 4.84% | 4.71% | 900 | +2,307 | 6.02% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 40,573 | 26,502 | 0.66% | 0.71% | 901 | -1,469 | -3.49% | Q1 2026 | Apr 29, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 40,457 | 26,428 | 5.14% | 4.79% | 902 | +104 | 0.26% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 40,441 | 26,416 | 0.73% | 0.79% | 903 | -629 | -1.53% | Q1 2026 | May 07, 2026 |
| Destiny Capital Corp/CO | History | Added to | 40,416 | 26,400 | 14.07% | 14.01% | 904 | +661 | 1.66% | Q1 2026 | May 11, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 40,379 | 26,376 | 5.61% | 5.85% | 905 | +634 | 1.6% | Q1 2026 | May 04, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 40,355 | 26,360 | 10.67% | 10.73% | 906 | +59 | 0.15% | Q1 2026 | Apr 27, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 40,329 | 26,342 | 22.75% | 23.52% | 907 | -410 | -1.01% | Q1 2026 | Apr 30, 2026 |
| WHI TRUST Co LLC | History | Added to | 40,316 | 26,334 | 19.84% | 20.99% | 908 | +545 | 1.37% | Q1 2026 | Apr 24, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 36,793 | 26,290 | 15.71% | 15.41% | 909 | +1,432 | 4.05% | Q1 2026 | Apr 23, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 40,217 | 26,270 | 4.16% | 4.26% | 910 | +2,534 | 6.72% | Q1 2026 | May 07, 2026 |
| First National Bank of Hutchinson | History | Reduced | 40,154 | 26,228 | 16.75% | 17.04% | 911 | -2,320 | -5.46% | Q1 2026 | May 04, 2026 |
| Richwood Investment Advisors, LLC | History | Added to | 40,152 | 26,228 | 20.21% | 19.72% | 912 | +569 | 1.44% | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 39,993 | 26,123 | 5.51% | 5.47% | 913 | -890 | -2.18% | Q1 2026 | Apr 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 39,978 | 26,114 | 1.07% | 1.13% | 914 | -558 | -1.38% | Q1 2026 | Apr 14, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 39,909 | 26,069 | 25.23% | 26.58% | 915 | +1,126 | 2.9% | Q1 2026 | Apr 28, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 39,909 | 26,068 | 21.37% | 24.56% | 916 | +377 | 0.95% | Q1 2026 | May 05, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 39,783 | 25,986 | 2.59% | 2.18% | 917 | +7,808 | 24.42% | Q1 2026 | Apr 30, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 39,736 | 25,956 | 12.15% | 11.78% | 918 | +2,469 | 6.63% | Q1 2026 | Apr 16, 2026 |
| Park Place Capital Corp | History | Added to | 39,589 | 25,860 | 5.19% | 5.01% | 919 | +4,441 | 12.64% | Q1 2026 | Apr 09, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 39,572 | 25,848 | 22.49% | 22.43% | 920 | +2,685 | 7.28% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 39,413 | 25,744 | 1.44% | 1.52% | 921 | +310 | 0.79% | Q1 2026 | Apr 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 39,387 | 25,728 | 0.82% | 0.99% | 922 | -2,096 | -5.05% | Q1 2026 | May 06, 2026 |
| LGL PARTNERS, LLC | History | Added to | 39,304 | 25,673 | 10.57% | 10.49% | 923 | +3,421 | 9.53% | Q1 2026 | May 14, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 39,280 | 25,658 | 32.18% | 31.61% | 924 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 39,263 | 25,646 | 2.84% | 3.06% | 925 | -565 | -1.42% | Q1 2026 | May 11, 2026 |
| Vantage Financial Partners, LLC | History | No change | 37,356 | 25,586 | 5.19% | 5.19% | 926 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 39,143 | 25,568 | 0.39% | 0.51% | 927 | -9,260 | -19.13% | Q1 2026 | Apr 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 39,024 | 25,490 | 5.59% | 5.96% | 928 | -511 | -1.29% | Q1 2026 | May 11, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 38,985 | 25,465 | 3.24% | 3.49% | 929 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Human Investing LLC | History | Reduced | 38,922 | 25,424 | 3.7% | 3.81% | 930 | -495 | -1.26% | Q1 2026 | May 07, 2026 |
| Fairway Wealth LLC | History | Added to | 38,886 | 25,390 | 6.7% | 7.14% | 931 | +239 | 0.62% | Q1 2026 | Apr 23, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 38,837 | 25,369 | 12.17% | 12.56% | 932 | +947 | 2.5% | Q1 2026 | Apr 14, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 38,809 | 25,350 | 4.99% | 5.39% | 933 | -849 | -2.14% | Q1 2026 | May 11, 2026 |
| Traveka Wealth, LLC | History | Added to | 38,624 | 25,229 | 9.63% | 7.23% | 934 | +12,710 | 49.05% | Q1 2026 | Apr 22, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 38,338 | 25,042 | 14.33% | 13.38% | 935 | +5,382 | 16.33% | Q1 2026 | Apr 16, 2026 |
| Stephenson & Company, Inc. | History | Added to | 38,328 | 25,036 | 13.57% | 13.72% | 936 | +1,850 | 5.07% | Q1 2026 | May 12, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 38,259 | 24,991 | 2.79% | 3.04% | 937 | -82 | -0.21% | Q1 2026 | Apr 29, 2026 |
| TBH Global Asset Management, LLC | History | New | 38,085 | 24,980 | 5.03% | — | 938 | +38,085 | New | Q1 2026 | Apr 22, 2026 |
| Eley Financial Management, Inc | History | Reduced | 37,988 | 24,813 | 8.96% | 9.68% | 939 | -1,360 | -3.46% | Q1 2026 | May 19, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 37,930 | 24,777 | 0.0% | 0.0% | 940 | +21,641 | 132.86% | Q1 2026 | May 15, 2026 |
| VERITY Wealth Advisors | History | Reduced | 37,776 | 24,675 | 16.48% | 16.09% | 941 | -74 | -0.2% | Q1 2026 | Apr 09, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 37,752 | 24,660 | 10.86% | 10.48% | 942 | +1,968 | 5.5% | Q1 2026 | May 05, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 37,613 | 24,569 | 25.6% | 26.08% | 943 | -1,145 | -2.95% | Q1 2026 | Apr 29, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 37,511 | 24,503 | 3.34% | 3.44% | 944 | +1,767 | 4.94% | Q1 2026 | Apr 14, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 37,280 | 24,351 | 18.82% | 19.39% | 945 | -384 | -1.02% | Q1 2026 | Apr 20, 2026 |
| McAdam, LLC | History | Reduced | 37,249 | 24,331 | 1.1% | 1.19% | 946 | -664 | -1.75% | Q1 2026 | May 08, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 37,238 | 24,324 | 14.52% | 14.68% | 947 | +273 | 0.74% | Q1 2026 | Apr 30, 2026 |
| Fusion Family Wealth, LLC | History | No change | 36,869 | 24,154 | 1.8% | 1.91% | 948 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 36,908 | 24,116 | 0.15% | 0.16% | 949 | -4,791 | -11.49% | Q1 2026 | May 15, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 35,140 | 24,068 | 14.77% | 14.77% | 950 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 36,758 | 24,010 | 7.66% | 9.28% | 951 | -419 | -1.13% | Q1 2026 | Apr 17, 2026 |
| Orion Capital Management LLC | History | Reduced | 36,695 | 23,969 | 8.26% | 8.48% | 952 | -120 | -0.33% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | Reduced | 36,589 | 23,900 | 2.26% | 2.72% | 953 | -4,262 | -10.43% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Co / SC | History | Added to | 36,589 | 23,900 | 3.25% | 3.02% | 954 | +3,548 | 10.74% | Q1 2026 | May 12, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 36,399 | 23,776 | 14.25% | 12.54% | 955 | -54 | -0.15% | Q1 2026 | Apr 15, 2026 |
| CVA Family Office, LLC | History | Added to | 36,387 | 23,768 | 2.5% | 2.8% | 956 | +879 | 2.48% | Q1 2026 | Apr 29, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 34,660 | 23,740 | 5.02% | 5.02% | 957 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Added to | 36,340 | 23,737 | 1.92% | 1.96% | 958 | +1,280 | 3.65% | Q1 2026 | Apr 16, 2026 |
| Trademark Financial Management, LLC | History | Added to | 36,227 | 23,664 | 11.59% | 12.31% | 959 | +3,569 | 10.93% | Q1 2026 | Apr 27, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 36,119 | 23,593 | 1.94% | 2.03% | 960 | +560 | 1.57% | Q1 2026 | May 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 35,992 | 23,510 | 0.48% | 0.5% | 961 | -745 | -2.03% | Q1 2026 | May 15, 2026 |
| Vericrest Private Wealth | History | Added to | 35,947 | 23,480 | 21.06% | 21.78% | 962 | +164 | 0.46% | Q1 2026 | May 06, 2026 |
| Charles Schwab Trust Co | History | Reduced | 35,928 | 23,468 | 1.52% | 1.74% | 963 | -2,661 | -6.9% | Q1 2026 | Apr 10, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 35,847 | 23,415 | 3.73% | 4.33% | 964 | +1,196 | 3.45% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | Reduced | 35,790 | 23,378 | 0.81% | 0.84% | 965 | -15 | -0.04% | Q1 2026 | May 15, 2026 |
| Tepp RIA, LLC | History | Added to | 35,785 | 23,375 | 18.31% | 23.32% | 966 | +1,391 | 4.04% | Q1 2026 | Apr 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 35,745 | 23,348 | 5.61% | 6.44% | 967 | -173 | -0.48% | Q1 2026 | Apr 24, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 35,739 | 23,344 | 2.91% | 3.04% | 968 | -563 | -1.55% | Q1 2026 | Apr 21, 2026 |
| Saiph Capital, LLC | History | Reduced | 35,655 | 23,290 | 8.81% | 8.8% | 969 | -121 | -0.34% | Q1 2026 | May 12, 2026 |
| DeDora Capital, Inc. | History | Reduced | 35,652 | 23,288 | 5.71% | 5.78% | 970 | -8 | -0.02% | Q1 2026 | Apr 27, 2026 |
| TAGStone Capital, Inc. | History | Added to | 35,621 | 23,268 | 8.23% | 8.84% | 971 | +988 | 2.85% | Q1 2026 | May 11, 2026 |
| Cynosure Group, LLC | History | Reduced | 35,422 | 23,245 | 2.9% | 4.32% | 972 | -867,824 | -96.08% | Q1 2026 | May 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 35,475 | 23,172 | 1.35% | 1.46% | 973 | +872 | 2.52% | Q1 2026 | Apr 23, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 35,467 | 23,167 | 2.38% | 2.36% | 974 | +98 | 0.28% | Q1 2026 | May 11, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 35,017 | 22,873 | 13.52% | 13.27% | 975 | +562 | 1.63% | Q1 2026 | Apr 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 34,883 | 22,785 | 0.35% | 0.35% | 976 | -258 | -0.73% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Added to | 34,684 | 22,660 | 7.41% | 6.1% | 977 | +9,536 | 37.92% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 34,677 | 22,651 | 0.32% | 0.24% | 978 | +14,683 | 73.44% | Q1 2026 | May 12, 2026 |
| AtlasMark Financial, Inc | History | No change | 33,034 | 22,626 | 14.61% | 14.61% | 979 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 4J Wealth Management LLC | History | Reduced | 34,633 | 22,622 | 12.86% | 15.01% | 980 | -3,664 | -9.57% | Q1 2026 | May 05, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 34,527 | 22,553 | 9.2% | 10.2% | 981 | -1,663 | -4.6% | Q1 2026 | May 06, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 34,438 | 22,495 | 5.08% | 5.34% | 982 | -45 | -0.13% | Q1 2026 | Apr 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 34,329 | 22,424 | 2.96% | 3.29% | 983 | -224 | -0.65% | Q1 2026 | Apr 28, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 34,300 | 22,405 | 1.31% | 2.02% | 984 | -17,650 | -33.97% | Q1 2026 | May 06, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 34,276 | 22,389 | 0.46% | 0.46% | 985 | +1,584 | 4.85% | Q1 2026 | May 14, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 30,995 | 22,377 | 4.77% | 5.02% | 986 | -1,163 | -3.62% | Q1 2026 | May 01, 2026 |
| Able Wealth Management LLC | History | Added to | 34,031 | 22,229 | 5.94% | 2.8% | 987 | +21,097 | 163.11% | Q1 2026 | Apr 24, 2026 |
| Certified Advisory Corp | History | Reduced | 33,936 | 22,167 | 1.99% | 2.17% | 988 | -880 | -2.53% | Q1 2026 | Apr 17, 2026 |
| Providence Financial Advisors, LLC | History | Added to | 33,835 | 22,101 | 12.6% | 22.62% | 989 | +722 | 2.18% | Q1 2026 | May 12, 2026 |
| Sageworth Trust Co | History | Reduced | 33,756 | 22,049 | 0.95% | 0.99% | 990 | -9 | -0.03% | Q1 2026 | Apr 29, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 33,552 | 21,916 | 9.79% | 6.47% | 991 | +1,564 | 4.89% | Q1 2026 | Apr 09, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 33,542 | 21,909 | 6.98% | 7.19% | 992 | -901 | -2.62% | Q1 2026 | Apr 23, 2026 |
| Rothschild Wealth LLC | History | Added to | 33,510 | 21,889 | 1.98% | 1.92% | 993 | +4,407 | 15.14% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 33,482 | 21,870 | 0.6% | 0.6% | 994 | -401 | -1.18% | Q1 2026 | Apr 27, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 33,445 | 21,846 | 1.62% | 1.68% | 995 | +87 | 0.26% | Q1 2026 | May 14, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 33,408 | 21,822 | 4.1% | 4.31% | 996 | +88 | 0.26% | Q1 2026 | Apr 08, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 33,271 | 21,733 | 0.85% | 0.99% | 997 | -3,449 | -9.39% | Q1 2026 | Apr 10, 2026 |
| VANGUARD GROUP INC | History | No change | 31,602 | 21,645 | 0.0% | 0.0% | 998 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WBH ADVISORY INC | History | Reduced | 32,892 | 21,644 | 1.62% | 1.67% | 999 | -124 | -0.38% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 33,124 | 21,637 | 0.63% | 0.64% | 1000 | +889 | 2.76% | Q1 2026 | Apr 21, 2026 |
| INSIGHT 2811, INC. | History | Added to | 33,058 | 21,593 | 9.03% | 9.7% | 1001 | +956 | 2.98% | Q1 2026 | May 07, 2026 |
| Rock Creek Group LLC | History | No change | 32,994 | 21,552 | 2.18% | 2.53% | 1002 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Congress Park Capital LLC | History | Added to | 32,937 | 21,514 | 6.61% | 6.37% | 1003 | +1,813 | 5.83% | Q1 2026 | Apr 14, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 32,907 | 21,494 | 28.79% | 30.36% | 1004 | +58 | 0.18% | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 32,875 | 21,473 | 0.39% | 0.41% | 1005 | +1,426 | 4.53% | Q1 2026 | May 11, 2026 |
| Williams Financial, LLC | History | Reduced | 32,865 | 21,467 | 12.5% | 13.05% | 1006 | -56 | -0.17% | Q1 2026 | Apr 24, 2026 |
| Cypress Capital Group | History | Reduced | 32,862 | 21,465 | 2.41% | 2.56% | 1007 | -545 | -1.63% | Q1 2026 | May 15, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 32,758 | 21,397 | 0.26% | 0.23% | 1008 | +2,398 | 7.9% | Q1 2026 | Apr 15, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 32,734 | 21,382 | 19.67% | 18.99% | 1009 | -15 | -0.05% | Q1 2026 | May 05, 2026 |
| Jeter Robert S II | History | New | 28,819 | 21,354 | 21.27% | — | 1010 | +28,819 | New | Q1 2026 | May 11, 2026 |
| Invst, LLC | History | Added to | 32,632 | 21,315 | 2.41% | 1.92% | 1011 | +6,807 | 26.36% | Q1 2026 | May 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 32,538 | 21,254 | 11.64% | 12.88% | 1012 | -1,985 | -5.75% | Q1 2026 | May 07, 2026 |
| Shelter Mutual Insurance Co | History | Added to | 32,494 | 21,225 | 4.72% | 4.87% | 1013 | +598 | 1.87% | Q1 2026 | Apr 29, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 32,291 | 21,092 | 2.04% | 1.61% | 1014 | +3,358 | 11.61% | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 32,104 | 20,971 | 11.3% | 13.3% | 1015 | -2,818 | -8.07% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 32,099 | 20,967 | 0.64% | 0.8% | 1016 | +150 | 0.47% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Reduced | 32,028 | 20,921 | 1.34% | 1.43% | 1017 | -98 | -0.31% | Q1 2026 | May 13, 2026 |
| ADE, LLC | History | Added to | 31,942 | 20,864 | 10.0% | 10.46% | 1018 | +399 | 1.26% | Q1 2026 | May 14, 2026 |
| Summit Asset Management, LLC | History | Added to | 31,893 | 20,832 | 2.9% | 3.09% | 1019 | +9 | 0.03% | Q1 2026 | May 08, 2026 |
| NWAM LLC | History | Reduced | 31,777 | 20,757 | 1.19% | 1.61% | 1020 | -9,865 | -23.69% | Q1 2026 | May 04, 2026 |
| hemming& Wealth Management, Inc. | History | Added to | 31,768 | 20,751 | 14.49% | 12.76% | 1021 | +4,540 | 16.67% | Q1 2026 | Apr 24, 2026 |
| Kilter Group LLC | History | Added to | 31,661 | 20,681 | 8.91% | 8.34% | 1022 | +4,084 | 14.81% | Q1 2026 | May 14, 2026 |
| Harbor Group, Inc. | History | Added to | 31,593 | 20,636 | 2.98% | 3.23% | 1023 | +104 | 0.33% | Q1 2026 | Apr 10, 2026 |
| Astra Wealth Partners LLC | History | Added to | 31,531 | 20,596 | 12.29% | 12.39% | 1024 | +774 | 2.52% | Q1 2026 | May 06, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 31,516 | 20,586 | 3.98% | 2.41% | 1025 | +7,943 | 33.7% | Q1 2026 | Apr 29, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 31,477 | 20,561 | 7.45% | 8.03% | 1026 | -3,522 | -10.06% | Q1 2026 | May 12, 2026 |
| CADINHA & CO LLC | History | Reduced | 31,370 | 20,490 | 3.82% | 4.7% | 1027 | -13,065 | -29.4% | Q1 2026 | May 11, 2026 |
| Thomasville National Bank | History | No change | 29,830 | 20,431 | 1.27% | 1.27% | 1028 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 31,243 | 20,408 | 1.29% | 1.37% | 1029 | +1,307 | 4.37% | Q1 2026 | May 15, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 31,077 | 20,299 | 4.05% | 4.38% | 1030 | +165 | 0.53% | Q1 2026 | Apr 29, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 31,051 | 20,282 | 0.02% | 0.02% | 1031 | -10,499 | -25.27% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 29,612 | 20,282 | 0.98% | 0.95% | 1032 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Headland Capital, LLC | History | Added to | 30,995 | 20,246 | 5.7% | 5.61% | 1033 | +1,571 | 5.34% | Q1 2026 | May 04, 2026 |
| Ducere Wealth Management LLC | History | Added to | 30,991 | 20,243 | 8.05% | 7.92% | 1034 | +1,076 | 3.6% | Q1 2026 | May 11, 2026 |
| Element Wealth, LLC | History | Added to | 30,914 | 20,193 | 8.33% | 8.38% | 1035 | +1,231 | 4.15% | Q1 2026 | May 04, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 30,873 | 20,166 | 10.76% | 11.21% | 1036 | +971 | 3.25% | Q1 2026 | May 08, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 30,855 | 20,154 | 7.03% | 8.06% | 1037 | -1,631 | -5.02% | Q1 2026 | Apr 21, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 30,774 | 20,101 | 9.97% | 10.27% | 1038 | +812 | 2.71% | Q1 2026 | Apr 23, 2026 |
| CRA Financial Services, LLC | History | Added to | 30,733 | 20,075 | 2.61% | 2.61% | 1039 | +1,570 | 5.38% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 30,704 | 20,056 | 0.27% | 0.28% | 1040 | +2,610 | 9.29% | Q1 2026 | May 12, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 30,527 | 19,940 | 11.44% | 11.89% | 1041 | +334 | 1.11% | Q1 2026 | May 01, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 30,513 | 19,931 | 2.42% | 1.98% | 1042 | +5,132 | 20.22% | Q1 2026 | May 14, 2026 |
| JCSD Capital, LLC | History | No change | 30,450 | 19,890 | 21.05% | 24.63% | 1043 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 30,400 | 19,857 | 16.21% | 17.4% | 1044 | -897 | -2.87% | Q1 2026 | Apr 29, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 30,394 | 19,853 | 12.99% | 13.49% | 1045 | -79 | -0.26% | Q1 2026 | Apr 28, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 30,387 | 19,849 | 0.83% | 0.8% | 1046 | +625 | 2.1% | Q1 2026 | Apr 13, 2026 |
| SWP FINANCIAL LLC | History | Added to | 30,335 | 19,815 | 10.11% | 9.33% | 1047 | +3,193 | 11.76% | Q1 2026 | Apr 17, 2026 |
| UNIVERSITY OF CHICAGO | History | Reduced | 30,317 | 19,803 | 6.12% | 64.86% | 1048 | -165,472 | -84.52% | Q1 2026 | May 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 30,278 | 19,777 | 5.13% | 3.98% | 1049 | +8,052 | 36.23% | Q1 2026 | Apr 14, 2026 |
| Caldwell Trust Co | History | Added to | 30,277 | 19,777 | 1.77% | 1.77% | 1050 | +1,211 | 4.17% | Q1 2026 | Apr 22, 2026 |
| Asset Management Group, Inc. | History | Reduced | 30,200 | 19,726 | 3.19% | 3.41% | 1051 | -563 | -1.83% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 29,665 | 19,373 | 2.43% | — | 1052 | +29,665 | New | Q1 2026 | May 18, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 29,544 | 19,298 | 4.06% | 3.44% | 1053 | +13,095 | 79.61% | Q1 2026 | Apr 22, 2026 |
| NRI Wealth Management LC | History | No change | 28,128 | 19,266 | 9.83% | 9.83% | 1054 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 29,367 | 19,182 | 10.54% | 11.64% | 1055 | -226 | -0.76% | Q1 2026 | Apr 21, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 29,309 | 19,145 | 3.02% | 3.14% | 1056 | -158 | -0.54% | Q1 2026 | Apr 13, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 29,150 | 19,041 | 9.42% | 11.18% | 1057 | -3,805 | -11.55% | Q1 2026 | Apr 24, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 29,074 | 18,991 | 6.54% | 6.65% | 1058 | +2,908 | 11.11% | Q1 2026 | Apr 21, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 29,066 | 18,986 | 4.51% | 5.03% | 1059 | -2,761 | -8.68% | Q1 2026 | Apr 10, 2026 |
| WESBANCO BANK INC | History | Added to | 29,064 | 18,984 | 0.53% | 0.54% | 1060 | +502 | 1.76% | Q1 2026 | Apr 21, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 29,001 | 18,943 | 10.81% | 10.89% | 1061 | +622 | 2.19% | Q1 2026 | Apr 09, 2026 |
| ACT Advisors, LLC. | History | Reduced | 28,960 | 18,917 | 8.04% | 7.98% | 1062 | -599 | -2.03% | Q1 2026 | Apr 14, 2026 |
| Retirement Systems of Alabama | History | No change | 28,898 | 18,876 | 0.06% | 0.06% | 1063 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 28,647 | 18,712 | 8.9% | 9.67% | 1064 | -10,624 | -27.05% | Q1 2026 | Apr 27, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 28,551 | 18,649 | 0.49% | 0.48% | 1065 | +1,369 | 5.04% | Q1 2026 | May 01, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 28,478 | 18,602 | 8.36% | 6.57% | 1066 | +7,119 | 33.33% | Q1 2026 | Apr 28, 2026 |
| SIMA Wealth Partners, LLC | History | Reduced | 28,472 | 18,598 | 14.17% | 14.92% | 1067 | -168 | -0.59% | Q1 2026 | May 15, 2026 |
| Signet Private Wealth LLC | History | Added to | 28,458 | 18,589 | 17.75% | 18.59% | 1068 | +104 | 0.37% | Q1 2026 | Apr 29, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 28,453 | 18,585 | 1.19% | 1.25% | 1069 | -569 | -1.96% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 28,452 | 18,585 | 0.3% | 0.32% | 1070 | +365 | 1.3% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | Added to | 28,359 | 18,524 | 4.24% | 4.18% | 1071 | +1,196 | 4.4% | Q1 2026 | Apr 13, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 28,234 | 18,442 | 0.73% | 0.63% | 1072 | +3,798 | 15.54% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 28,186 | 18,411 | 0.37% | 0.36% | 1073 | +2,276 | 8.78% | Q1 2026 | Apr 15, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 28,082 | 18,343 | 2.99% | 3.02% | 1074 | +1,838 | 7.0% | Q1 2026 | May 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 28,043 | 18,299 | 4.43% | 5.1% | 1075 | -4,853 | -14.75% | Q1 2026 | Apr 17, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 27,962 | 18,265 | 8.6% | 8.83% | 1076 | -7,830 | -21.88% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 27,961 | 18,264 | 0.34% | 0.37% | 1077 | -651 | -2.28% | Q1 2026 | Apr 17, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 27,914 | 18,234 | 14.91% | 13.68% | 1078 | -642 | -2.25% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 27,878 | 18,210 | 0.63% | 0.66% | 1079 | +2,216 | 8.64% | Q1 2026 | May 06, 2026 |
| NWF Advisory Services Inc. | History | Added to | 27,797 | 18,156 | 2.05% | 2.06% | 1080 | +517 | 1.9% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 27,772 | 18,140 | 0.86% | 0.85% | 1081 | +2,010 | 7.8% | Q1 2026 | Apr 28, 2026 |
| American National Bank of Texas | History | Added to | 27,649 | 18,060 | 17.21% | 16.47% | 1082 | +2,619 | 10.46% | Q1 2026 | Apr 09, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 27,611 | 18,035 | 0.8% | 0.86% | 1083 | -229 | -0.82% | Q1 2026 | Apr 09, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 27,274 | 17,834 | 5.04% | 6.59% | 1084 | -5,920 | -17.83% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 27,183 | 17,755 | 0.78% | 0.76% | 1085 | +3,534 | 14.94% | Q1 2026 | Apr 28, 2026 |
| Montecito Bank & Trust | History | Added to | 27,127 | 17,719 | 2.92% | 2.92% | 1086 | +382 | 1.43% | Q1 2026 | Apr 16, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 27,104 | 17,704 | 0.81% | 0.93% | 1087 | +2,380 | 9.63% | Q1 2026 | Apr 15, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 27,009 | 17,642 | 3.8% | 4.08% | 1088 | +224 | 0.84% | Q1 2026 | Apr 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 27,007 | 17,641 | 0.66% | 0.8% | 1089 | -8,191 | -23.27% | Q1 2026 | Apr 21, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 27,000 | 17,636 | 0.92% | 1.3% | 1090 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 26,964 | 17,613 | 5.7% | 7.07% | 1091 | -4,988 | -15.61% | Q1 2026 | Apr 08, 2026 |
| ICONIQ Capital, LLC | History | No change | 26,960 | 17,610 | 0.39% | 0.28% | 1092 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 26,927 | 17,588 | 1.19% | 1.3% | 1093 | -213 | -0.78% | Q1 2026 | Apr 20, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 26,901 | 17,572 | 2.3% | 2.08% | 1094 | +6,373 | 31.05% | Q1 2026 | Apr 28, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 26,885 | 17,561 | 2.75% | 2.97% | 1095 | -165 | -0.61% | Q1 2026 | May 01, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 26,765 | 17,483 | 4.39% | 4.76% | 1096 | -456 | -1.68% | Q1 2026 | May 05, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 26,611 | 17,382 | 2.69% | 2.72% | 1097 | -185 | -0.69% | Q1 2026 | May 01, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 24,241 | 17,341 | 12.12% | 11.89% | 1098 | +2,114 | 9.55% | Q1 2026 | May 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 26,413 | 17,253 | 14.29% | 13.1% | 1099 | +4,001 | 17.85% | Q1 2026 | Apr 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 26,271 | 17,160 | 2.1% | 2.25% | 1100 | -1,098 | -4.01% | Q1 2026 | May 05, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 26,233 | 17,135 | 1.81% | 1.97% | 1101 | -1,522 | -5.48% | Q1 2026 | May 07, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 26,202 | 17,115 | 6.22% | 5.94% | 1102 | +1,602 | 6.51% | Q1 2026 | May 08, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 26,150 | 17,081 | 2.97% | 3.0% | 1103 | +740 | 2.91% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | Added to | 26,102 | 17,050 | 2.01% | 1.6% | 1104 | +7,012 | 36.73% | Q1 2026 | Apr 23, 2026 |
| EPG Wealth Management LLC | History | Added to | 26,028 | 17,002 | 4.61% | 4.79% | 1105 | +45 | 0.17% | Q1 2026 | May 07, 2026 |
| Goepper Burkhardt LLC | History | Added to | 25,796 | 16,850 | 5.63% | 5.28% | 1106 | +2,153 | 9.11% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 25,795 | 16,849 | 2.26% | 2.38% | 1107 | +941 | 3.79% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 25,770 | 16,833 | 0.75% | 0.85% | 1108 | -933 | -3.49% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 25,702 | 16,788 | 0.0% | 0.02% | 1109 | -67,192 | -72.33% | Q1 2026 | May 14, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 24,563 | 16,776 | 7.52% | 7.73% | 1110 | -171 | -0.69% | Q1 2026 | Apr 13, 2026 |
| Aureus Asset Management, LLC | History | Added to | 25,671 | 16,768 | 1.12% | 1.08% | 1111 | +906 | 3.66% | Q1 2026 | May 13, 2026 |
| Columbus Macro, LLC | History | Reduced | 25,659 | 16,760 | 1.79% | 1.95% | 1112 | -325 | -1.25% | Q1 2026 | Apr 21, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 25,608 | 16,727 | 0.57% | 0.69% | 1113 | -2,341 | -8.38% | Q1 2026 | Apr 20, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 25,605 | 16,725 | 6.7% | 6.88% | 1114 | -92 | -0.36% | Q1 2026 | Apr 23, 2026 |
| BIP Wealth, LLC | History | Reduced | 25,595 | 16,718 | 0.68% | 0.62% | 1115 | -186 | -0.72% | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | Reduced | 25,509 | 16,662 | 0.33% | 0.37% | 1116 | -2,324 | -8.35% | Q1 2026 | Apr 17, 2026 |
| EQ LLC | History | Reduced | 25,404 | 16,594 | 4.67% | 5.19% | 1117 | -895 | -3.4% | Q1 2026 | May 06, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 25,374 | 16,574 | 6.88% | 10.75% | 1118 | -15,250 | -37.54% | Q1 2026 | May 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 25,359 | 16,564 | 0.96% | 0.61% | 1119 | +10,263 | 67.98% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Reduced | 25,234 | 16,483 | 0.8% | 0.91% | 1120 | -2,157 | -7.87% | Q1 2026 | May 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 25,226 | 16,477 | 1.05% | 1.09% | 1121 | +30 | 0.12% | Q1 2026 | Apr 14, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 25,205 | 16,464 | 1.56% | 1.63% | 1122 | -99 | -0.39% | Q1 2026 | Apr 17, 2026 |
| Man Group plc | History | Reduced | 25,203 | 16,462 | 0.03% | 0.63% | 1123 | -515,662 | -95.34% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 25,198 | 16,459 | 0.11% | — | 1124 | +25,198 | New | Q1 2026 | Jun 15, 2026 |
| Keenan, LLC | History | Added to | 25,077 | 16,456 | 13.88% | 12.7% | 1125 | +3,988 | 18.91% | Q1 2026 | Apr 22, 2026 |
| Hardy Reed LLC | History | Reduced | 25,160 | 16,435 | 1.2% | 1.25% | 1126 | -335 | -1.31% | Q1 2026 | Apr 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 25,115 | 16,405 | 0.75% | 0.81% | 1127 | -196 | -0.77% | Q1 2026 | Jun 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 25,105 | 16,398 | 0.45% | 0.44% | 1128 | +12 | 0.05% | Q1 2026 | Apr 13, 2026 |
| Arch Global Advisors, LLC | History | New | 25,087 | 16,387 | 8.55% | — | 1129 | +25,087 | New | Q1 2026 | Apr 15, 2026 |
| Horizon Investments, LLC | History | Added to | 25,066 | 16,373 | 0.18% | 0.11% | 1130 | +12,227 | 95.23% | Q1 2026 | May 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 22,886 | 16,362 | 7.15% | 5.37% | 1132 | +4,477 | 24.32% | Q1 2026 | May 04, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 25,047 | 16,362 | 0.54% | 0.58% | 1131 | -950 | -3.65% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 25,010 | 16,336 | 0.63% | 0.62% | 1133 | +1,778 | 7.65% | Q1 2026 | Apr 28, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 24,919 | 16,277 | 9.51% | 8.97% | 1134 | +3,522 | 16.46% | Q1 2026 | Apr 23, 2026 |
| Nordwand Advisors, LLC | History | Added to | 24,868 | 16,244 | 2.84% | 2.83% | 1135 | +1,200 | 5.07% | Q1 2026 | May 07, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 24,853 | 16,234 | 3.87% | 4.01% | 1136 | -1,328 | -5.07% | Q1 2026 | Apr 20, 2026 |
| Elyxium Wealth, LLC | History | Added to | 24,834 | 16,222 | 5.2% | 4.67% | 1137 | +267 | 1.09% | Q1 2026 | May 06, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 24,835 | 16,222 | 8.68% | 9.02% | 1138 | -183 | -0.73% | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 24,701 | 16,134 | 1.27% | 1.26% | 1139 | +198 | 0.81% | Q1 2026 | Apr 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 24,577 | 16,054 | 0.84% | 0.89% | 1140 | +438 | 1.81% | Q1 2026 | Apr 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 337,725 | 16,037 | 0.25% | 0.5% | 1141 | -7,333 | -2.13% | Q1 2026 | May 15, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 24,136 | 15,974 | 2.63% | 3.4% | 1142 | -4,109 | -14.55% | Q1 2026 | Apr 07, 2026 |
| Hoese & Co LLP | History | Reduced | 24,359 | 15,911 | 11.81% | 15.98% | 1143 | -8,375 | -25.59% | Q1 2026 | Apr 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 24,358 | 15,910 | 1.0% | 1.04% | 1144 | +9 | 0.04% | Q1 2026 | May 15, 2026 |
| PEOPLES BANK /OH | History | Added to | 24,278 | 15,858 | 9.73% | 10.26% | 1145 | +132 | 0.55% | Q1 2026 | Apr 24, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 24,212 | 15,815 | 3.77% | 3.77% | 1146 | -3 | -0.01% | Q1 2026 | Apr 08, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 24,191 | 15,802 | 0.56% | 0.59% | 1147 | +800 | 3.42% | Q1 2026 | May 13, 2026 |
| Investment Advisory Group, LLC | History | Added to | 24,188 | 15,800 | 4.02% | 4.17% | 1148 | +544 | 2.3% | Q1 2026 | Apr 22, 2026 |
| Baring Financial LLC | History | Added to | 24,182 | 15,796 | 9.66% | 9.76% | 1149 | +782 | 3.34% | Q1 2026 | Apr 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 24,137 | 15,767 | 1.26% | 0.73% | 1150 | +10,575 | 77.98% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 24,088 | 15,734 | 9.92% | 8.72% | 1151 | +3,933 | 19.51% | Q1 2026 | Apr 07, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 24,057 | 15,714 | 0.54% | 0.54% | 1152 | +302 | 1.27% | Q1 2026 | May 07, 2026 |
| True Vision MN LLC | History | Added to | 24,056 | 15,713 | 8.1% | 6.3% | 1153 | +5,958 | 32.92% | Q1 2026 | Apr 16, 2026 |
| Delta Investment Management, LLC | History | Added to | 24,027 | 15,694 | 2.81% | 2.82% | 1154 | +267 | 1.12% | Q1 2026 | May 12, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 23,998 | 15,675 | 1.35% | 1.41% | 1155 | +24 | 0.1% | Q1 2026 | Apr 07, 2026 |
| Verum Partners LLC | History | Reduced | 23,991 | 15,671 | 2.98% | 3.36% | 1156 | -311 | -1.28% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 23,956 | 15,648 | 3.94% | 3.21% | 1157 | +8,132 | 51.39% | Q1 2026 | May 08, 2026 |
| Disciplina Capital Management LLC | History | No change | 23,880 | 15,598 | 1.65% | 1.87% | 1158 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Reduced | 23,850 | 15,579 | 11.06% | 11.36% | 1159 | -432 | -1.78% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 23,843 | 15,574 | 3.29% | 3.5% | 1160 | -372 | -1.54% | Q1 2026 | May 05, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 23,832 | 15,567 | 1.93% | 2.28% | 1161 | -1,810 | -7.06% | Q1 2026 | Apr 27, 2026 |
| GK Wealth Management LLC | History | Added to | 24,491 | 15,549 | 13.53% | 0.55% | 1162 | +23,276 | 1915.72% | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Reduced | 24,491 | 15,549 | 13.53% | 16.1% | 1163 | -652 | -2.59% | Q1 2026 | Apr 07, 2026 |
| Lutz Financial Services LLC | History | Reduced | 23,774 | 15,529 | 1.04% | 1.12% | 1164 | -192 | -0.8% | Q1 2026 | May 04, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 23,647 | 15,446 | 2.17% | 2.7% | 1165 | -4,437 | -15.8% | Q1 2026 | May 15, 2026 |
| Braeburn Wealth Management LLC | History | Reduced | 23,612 | 15,423 | 8.82% | 10.87% | 1166 | -7,452 | -23.99% | Q1 2026 | Apr 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 23,511 | 15,357 | 2.54% | 2.68% | 1167 | +653 | 2.86% | Q1 2026 | May 08, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 23,439 | 15,310 | 0.45% | 0.55% | 1168 | -4,855 | -17.16% | Q1 2026 | May 11, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 21,208 | 15,237 | 3.17% | 3.2% | 1169 | -725 | -3.31% | Q1 2026 | May 04, 2026 |
| Global Wealth Management, LLC | History | Reduced | 23,325 | 15,236 | 8.31% | 9.67% | 1170 | -2,900 | -11.06% | Q1 2026 | Apr 16, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 23,318 | 15,231 | 10.4% | 10.79% | 1171 | -225 | -0.96% | Q1 2026 | May 04, 2026 |
| Tempo Wealth, LLC | History | Added to | 23,285 | 15,210 | 2.65% | 2.71% | 1172 | +1,076 | 4.84% | Q1 2026 | May 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 23,252 | 15,188 | 4.36% | 2.66% | 1173 | +9,717 | 71.79% | Q1 2026 | May 14, 2026 |
| Campion Asset Management | History | Added to | 23,237 | 15,178 | 10.29% | 10.27% | 1174 | +1,630 | 7.54% | Q1 2026 | May 14, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 23,171 | 15,131 | 8.74% | 9.11% | 1175 | +435 | 1.91% | Q1 2026 | Apr 17, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 23,123 | 15,104 | 4.75% | 4.98% | 1176 | -291 | -1.24% | Q1 2026 | Apr 16, 2026 |
| Ascentis Independent Advisors | History | Added to | 23,105 | 15,093 | 1.14% | 1.07% | 1177 | +13,437 | 138.98% | Q1 2026 | Apr 28, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 23,093 | 15,084 | 11.0% | 10.02% | 1178 | +2,849 | 14.07% | Q1 2026 | Apr 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 23,053 | 15,058 | 3.45% | 3.47% | 1179 | +695 | 3.11% | Q1 2026 | May 14, 2026 |
| ETF Store, Inc. | History | Added to | 23,027 | 15,041 | 14.65% | 15.34% | 1180 | +1,075 | 4.9% | Q1 2026 | Apr 30, 2026 |
| Secure Asset Management, LLC | History | Added to | 22,987 | 15,015 | 2.38% | 2.3% | 1181 | +1,499 | 6.98% | Q1 2026 | Apr 09, 2026 |
| Caprock Group, LLC | History | Reduced | 22,970 | 15,004 | 0.36% | 0.35% | 1182 | -977 | -4.08% | Q1 2026 | May 11, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 22,968 | 15,002 | 8.54% | — | 1183 | +22,968 | New | Q1 2026 | May 11, 2026 |
| Omega Financial Group, LLC | History | Added to | 22,965 | 15,001 | 4.88% | 4.98% | 1184 | +877 | 3.97% | Q1 2026 | May 12, 2026 |
| Fusion Capital, LLC | History | Reduced | 22,966 | 15,001 | 4.05% | 4.53% | 1185 | -527 | -2.24% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Added to | 22,953 | 14,993 | 0.69% | 0.63% | 1186 | +2,660 | 13.11% | Q1 2026 | Apr 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 22,902 | 14,959 | 1.61% | 1.8% | 1187 | -356 | -1.53% | Q1 2026 | Apr 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 22,883 | 14,947 | 3.67% | 3.96% | 1188 | -404 | -1.73% | Q1 2026 | Apr 22, 2026 |
| Northwest Bancshares, Inc. | History | Added to | 22,877 | 14,943 | 2.97% | 2.88% | 1189 | +1,134 | 5.22% | Q1 2026 | May 12, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 22,869 | 14,938 | 1.07% | 1.14% | 1190 | -1,117 | -4.66% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 22,869 | 14,938 | 7.02% | 7.04% | 1191 | -472 | -2.02% | Q1 2026 | May 14, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 22,842 | 14,920 | 9.65% | 10.05% | 1192 | -104 | -0.45% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 21,779 | 14,917 | 0.07% | 0.07% | 1193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 22,494 | 14,693 | 1.53% | 1.57% | 1194 | +442 | 2.0% | Q1 2026 | Apr 22, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 19,816 | 14,683 | 0.29% | 0.25% | 1195 | +4,245 | 27.26% | Q1 2026 | May 11, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 22,440 | 14,657 | 6.88% | 6.55% | 1196 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 22,371 | 14,612 | 0.25% | 0.26% | 1197 | +737 | 3.41% | Q1 2026 | May 04, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 22,362 | 14,607 | 3.7% | — | 1198 | +22,362 | New | Q1 2026 | May 04, 2026 |
| Pandora Wealth, Inc. | History | No change | 21,271 | 14,569 | 8.85% | 8.85% | 1199 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 22,202 | 14,502 | 8.97% | 9.04% | 1200 | -112 | -0.5% | Q1 2026 | Apr 23, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 22,164 | 14,477 | 0.22% | 0.17% | 1201 | +4,207 | 23.43% | Q1 2026 | Jun 22, 2026 |
| Vanguard National Trust Co | History | New | 22,126 | 14,452 | 0.91% | — | 1202 | +22,126 | New | Q1 2026 | May 08, 2026 |
| Gerald Baker Financial Group LLC | History | New | 22,098 | 14,434 | 4.57% | — | 1204 | +22,098 | New | Q1 2026 | May 06, 2026 |
| Box Hill Private Wealth LLC | History | Reduced | 22,097 | 14,434 | 14.27% | 15.52% | 1203 | -293 | -1.31% | Q1 2026 | Apr 03, 2026 |
| Pembroke Management, LTD | History | Reduced | 22,081 | 14,423 | 2.09% | 1.58% | 1205 | -222 | -1.0% | Q1 2026 | May 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 22,072 | 14,417 | 3.25% | 3.28% | 1206 | +222 | 1.02% | Q1 2026 | Apr 10, 2026 |
| MFA Wealth Services | History | Added to | 22,065 | 14,412 | 9.54% | 10.15% | 1207 | +143 | 0.65% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 22,053 | 14,405 | 1.29% | 1.28% | 1208 | +696 | 3.26% | Q1 2026 | Apr 30, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 22,049 | 14,402 | 0.44% | 0.46% | 1209 | +544 | 2.53% | Q1 2026 | Apr 16, 2026 |
| HighPoint Advisor Group LLC | History | New | 22,048 | 14,401 | 0.6% | — | 1210 | +22,048 | New | Q1 2026 | May 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 21,722 | 14,188 | 2.46% | 2.63% | 1211 | +18 | 0.08% | Q1 2026 | May 05, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 21,676 | 14,158 | 1.54% | 2.45% | 1212 | -10,387 | -32.4% | Q1 2026 | Apr 24, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 21,671 | 14,155 | 0.76% | 1.14% | 1213 | -2,004 | -8.46% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 21,642 | 14,136 | 0.98% | 0.96% | 1214 | +1,169 | 5.71% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 21,587 | 14,101 | 0.18% | 0.16% | 1215 | +2,705 | 14.33% | Q1 2026 | Apr 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 21,557 | 14,081 | 0.31% | 0.3% | 1216 | +790 | 3.8% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 21,495 | 14,041 | 1.87% | 2.25% | 1217 | -3,186 | -12.91% | Q1 2026 | Apr 09, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 21,490 | 14,038 | 6.43% | 6.78% | 1218 | +524 | 2.5% | Q1 2026 | May 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 21,468 | 14,023 | 10.78% | 8.87% | 1219 | +5,032 | 30.62% | Q1 2026 | Apr 28, 2026 |
| GenTrust, LLC | History | Reduced | 21,423 | 13,993 | 0.6% | 0.71% | 1220 | -2,769 | -11.45% | Q1 2026 | Apr 27, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 21,402 | 13,980 | 3.18% | 3.53% | 1221 | +777 | 3.77% | Q1 2026 | Apr 08, 2026 |
| Lakeshore Capital Group, Inc. | History | Added to | 21,397 | 13,976 | 11.41% | 11.67% | 1222 | +100 | 0.47% | Q1 2026 | Apr 22, 2026 |
| Cosner Financial Group, LLC | History | Added to | 21,367 | 13,957 | 7.67% | 7.37% | 1223 | +282 | 1.34% | Q1 2026 | May 01, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 21,322 | 13,927 | 4.5% | 5.07% | 1224 | -1,037 | -4.64% | Q1 2026 | May 01, 2026 |
| Fiera Capital Corp | History | Reduced | 21,304 | 13,915 | 0.05% | 0.05% | 1225 | -1,180 | -5.25% | Q1 2026 | May 12, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 20,260 | 13,876 | 8.29% | 8.29% | 1226 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Kooman & Associates | History | Added to | 21,165 | 13,825 | 4.12% | 4.22% | 1227 | +342 | 1.64% | Q1 2026 | Apr 21, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 21,074 | 13,766 | 5.37% | 5.61% | 1228 | -34 | -0.16% | Q1 2026 | May 07, 2026 |
| XPONANCE LLC | History | Reduced | 21,019 | 13,729 | 0.1% | 0.11% | 1229 | -1,343 | -6.01% | Q1 2026 | May 13, 2026 |
| Sierra Capital LLC | History | Reduced | 21,010 | 13,724 | 1.5% | 1.63% | 1230 | -1,474 | -6.56% | Q1 2026 | May 15, 2026 |
| JDM Financial Group LLC | History | Reduced | 20,997 | 13,714 | 5.29% | 5.66% | 1231 | -295 | -1.39% | Q1 2026 | May 20, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 20,944 | 13,681 | 8.85% | 8.75% | 1232 | +223 | 1.08% | Q1 2026 | Apr 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 20,942 | 13,679 | 0.12% | 0.11% | 1233 | +3,026 | 16.89% | Q1 2026 | May 07, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 19,444 | 13,672 | 9.9% | 11.0% | 1234 | -1,921 | -8.99% | Q1 2026 | May 12, 2026 |
| Concorde Asset Management, LLC | History | Added to | 20,900 | 13,652 | 6.69% | 5.66% | 1235 | +222 | 1.07% | Q1 2026 | Jun 01, 2026 |
| Sepio Capital, LP | History | Added to | 20,848 | 13,617 | 0.74% | 0.38% | 1236 | +10,608 | 103.59% | Q1 2026 | May 13, 2026 |
| Claro Advisors Inc. | History | Added to | 20,844 | 13,615 | 1.64% | 1.79% | 1237 | +1,670 | 8.71% | Q1 2026 | Apr 21, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 20,842 | 13,614 | 0.04% | 0.05% | 1238 | -6,777 | -24.54% | Q1 2026 | May 14, 2026 |
| Sound Stewardship, LLC | History | Added to | 20,843 | 13,614 | 6.24% | 6.62% | 1239 | +681 | 3.38% | Q1 2026 | Apr 10, 2026 |
| North Star Investment Management Corp. | History | Reduced | 20,824 | 13,602 | 0.82% | 0.93% | 1240 | -710 | -3.3% | Q1 2026 | Apr 23, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 20,802 | 13,588 | 3.0% | 3.54% | 1241 | -3,494 | -14.38% | Q1 2026 | Apr 27, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 20,674 | 13,504 | 0.06% | 0.04% | 1242 | -2,100 | -9.22% | Q1 2026 | May 14, 2026 |
| MRWM Advisors, LLC | History | Added to | 20,587 | 13,447 | 7.29% | 7.56% | 1243 | +20 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Cedarwood Wealth LLC | History | Added to | 20,503 | 13,392 | 13.53% | 15.02% | 1244 | +1,129 | 5.83% | Q1 2026 | May 05, 2026 |
| Ted Buchan & Co | History | Reduced | 20,469 | 13,370 | 4.86% | 5.19% | 1245 | -172 | -0.83% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 20,461 | 13,365 | 0.83% | 0.9% | 1246 | +57 | 0.28% | Q1 2026 | Apr 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 20,377 | 13,310 | 0.74% | 0.78% | 1247 | +89 | 0.44% | Q1 2026 | Apr 30, 2026 |
| Latitude Advisors, LLC | History | Added to | 20,319 | 13,272 | 6.08% | 6.07% | 1248 | +172 | 0.85% | Q1 2026 | Apr 27, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 18,471 | 13,271 | 1.82% | 1.9% | 1249 | +114 | 0.62% | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 20,274 | 13,243 | 1.6% | 0.92% | 1250 | +9,607 | 90.06% | Q1 2026 | Apr 08, 2026 |
| GWN SECURITIES INC. | History | Reduced | 20,242 | 13,223 | 2.53% | 2.81% | 1251 | -43 | -0.21% | Q1 2026 | May 14, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 20,080 | 13,212 | 10.68% | 11.33% | 1252 | +498 | 2.54% | Q1 2026 | Apr 08, 2026 |
| Objective Capital Management, LLC | History | Added to | 20,197 | 13,193 | 13.31% | 13.98% | 1253 | +147 | 0.73% | Q1 2026 | May 04, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 20,167 | 13,172 | 1.34% | 2.0% | 1254 | -7,095 | -26.03% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 19,200 | 13,150 | 0.87% | 0.87% | 1255 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 20,128 | 13,147 | 0.93% | 0.93% | 1256 | +1,289 | 6.84% | Q1 2026 | May 12, 2026 |
| Archer Investment Management, LLC | History | Added to | 20,098 | 13,128 | 5.52% | 2.41% | 1257 | +13,548 | 206.84% | Q1 2026 | Apr 08, 2026 |
| Telos Capital Management, Inc. | History | Added to | 20,083 | 13,118 | 1.26% | 1.27% | 1258 | +151 | 0.76% | Q1 2026 | Apr 16, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 20,043 | 13,092 | 0.78% | 0.86% | 1259 | -1,142 | -5.39% | Q1 2026 | May 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 20,041 | 13,091 | 2.62% | 2.69% | 1260 | +1,348 | 7.21% | Q1 2026 | Apr 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 20,040 | 13,090 | 11.23% | 12.31% | 1261 | -685 | -3.31% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 19,886 | 13,086 | 0.63% | 0.64% | 1262 | +277 | 1.41% | Q1 2026 | Apr 27, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 20,005 | 13,067 | 4.61% | 5.0% | 1263 | -124 | -0.62% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 17,958 | 13,055 | 1.74% | 1.26% | 1264 | +6,417 | 55.6% | Q1 2026 | May 06, 2026 |
| NOVEM GROUP | History | Added to | 19,970 | 13,044 | 1.49% | 1.53% | 1265 | +484 | 2.48% | Q1 2026 | Apr 10, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 19,958 | 13,036 | 8.99% | 8.71% | 1266 | +91 | 0.46% | Q1 2026 | May 07, 2026 |
| Sentry LLC | History | Added to | 19,886 | 12,989 | 4.13% | 3.69% | 1267 | +219 | 1.11% | Q1 2026 | Apr 22, 2026 |
| CrossGen Wealth, LLC | History | Reduced | 19,865 | 12,975 | 11.39% | 12.22% | 1268 | -395 | -1.95% | Q1 2026 | Apr 22, 2026 |
| REDW Wealth LLC | History | Reduced | 19,863 | 12,974 | 5.17% | 5.45% | 1269 | -1,014 | -4.86% | Q1 2026 | May 07, 2026 |
| Chicago Capital, LLC | History | Reduced | 19,863 | 12,974 | 0.35% | 0.34% | 1270 | -61 | -0.31% | Q1 2026 | Apr 23, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 19,841 | 12,960 | 4.14% | 4.09% | 1271 | +809 | 4.25% | Q1 2026 | Apr 23, 2026 |
| Wealth Management Partners, LLC | History | Added to | 19,733 | 12,889 | 3.68% | 3.8% | 1272 | +285 | 1.47% | Q1 2026 | Apr 17, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 19,588 | 12,795 | 3.95% | 4.27% | 1273 | -1,604 | -7.57% | Q1 2026 | May 12, 2026 |
| EFG International AG | History | Added to | 19,573 | 12,785 | 0.27% | 0.16% | 1274 | +7,867 | 67.2% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 19,511 | 12,744 | 0.87% | 0.98% | 1275 | -1,225 | -5.91% | Q1 2026 | May 14, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 19,505 | 12,740 | 6.23% | 6.66% | 1276 | -1,401 | -6.7% | Q1 2026 | Apr 08, 2026 |
| BG Investment Services, LLC | History | Reduced | 19,442 | 12,699 | 10.54% | 12.38% | 1277 | -842 | -4.15% | Q1 2026 | May 08, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 19,437 | 12,696 | 3.52% | 2.58% | 1278 | +6,313 | 48.1% | Q1 2026 | Apr 27, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 19,394 | 12,668 | 2.69% | 3.01% | 1279 | -12 | -0.06% | Q1 2026 | Apr 09, 2026 |
| ASL Financial, LLC | History | Added to | 19,393 | 12,667 | 10.12% | 10.2% | 1280 | +410 | 2.16% | Q1 2026 | Apr 09, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 19,356 | 12,646 | 3.06% | 5.5% | 1281 | -11,005 | -36.25% | Q1 2026 | Apr 20, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 19,335 | 12,629 | 8.15% | 8.13% | 1282 | +725 | 3.9% | Q1 2026 | May 13, 2026 |
| TritonPoint Partners, LLC | History | Added to | 19,278 | 12,592 | 4.64% | 7.02% | 1283 | +82 | 0.43% | Q1 2026 | Apr 28, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 18,022 | 12,583 | 0.85% | 0.85% | 1284 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 19,068 | 12,455 | 0.15% | 0.15% | 1285 | +47 | 0.25% | Q1 2026 | May 05, 2026 |
| Brooklyn Investment Group | History | Added to | 19,017 | 12,422 | 0.39% | 0.38% | 1286 | +6,999 | 58.24% | Q1 2026 | Apr 29, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 18,972 | 12,392 | 1.74% | 1.89% | 1287 | -1,300 | -6.41% | Q1 2026 | May 15, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 18,910 | 12,352 | 2.22% | 0.4% | 1288 | +15,955 | 539.93% | Q1 2026 | Apr 10, 2026 |
| Red Tortoise LLC | History | Reduced | 18,891 | 12,339 | 5.14% | 5.54% | 1289 | -176 | -0.92% | Q1 2026 | Apr 21, 2026 |
| CBM Financial, LLC | History | Added to | 17,327 | 12,338 | 7.7% | 7.19% | 1290 | +1,966 | 12.8% | Q1 2026 | May 12, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 18,845 | 12,309 | 4.25% | 4.42% | 1291 | +291 | 1.57% | Q1 2026 | May 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 18,841 | 12,306 | 0.66% | 0.27% | 1292 | +12,240 | 185.43% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 17,918 | 12,238 | 0.69% | 0.77% | 1293 | -1,132 | -5.94% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 18,730 | 12,234 | 0.92% | 0.97% | 1294 | -181 | -0.96% | Q1 2026 | Apr 14, 2026 |
| Canal Capital Management, LLC | History | Reduced | 18,703 | 12,217 | 1.65% | 2.09% | 1295 | -2,761 | -12.86% | Q1 2026 | Apr 27, 2026 |
| GW&K Investment Management, LLC | History | Added to | 18,568 | 12,129 | 0.11% | 0.1% | 1296 | +1,239 | 7.15% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Added to | 16,243 | 12,112 | 1.17% | 1.16% | 1297 | +411 | 2.6% | Q1 2026 | May 15, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 18,441 | 12,046 | 7.67% | 8.88% | 1298 | -2,589 | -12.31% | Q1 2026 | Apr 24, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 18,440 | 12,045 | 2.28% | 2.44% | 1299 | +560 | 3.13% | Q1 2026 | Apr 22, 2026 |
| MBE Wealth Management, LLC | History | Added to | 18,355 | 11,989 | 4.98% | 5.03% | 1300 | +801 | 4.56% | Q1 2026 | Apr 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 18,344 | 11,982 | 0.68% | 0.58% | 1301 | +4,212 | 29.8% | Q1 2026 | Apr 09, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 18,319 | 11,966 | 7.36% | 7.52% | 1302 | +208 | 1.15% | Q1 2026 | Apr 21, 2026 |
| Welch Group, LLC | History | Reduced | 18,252 | 11,922 | 0.45% | 0.51% | 1303 | -887 | -4.63% | Q1 2026 | Apr 21, 2026 |
| NFSG Corp | History | Added to | 18,087 | 11,814 | 1.94% | 1.84% | 1304 | +759 | 4.38% | Q1 2026 | May 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 16,374 | 11,812 | 0.15% | 0.16% | 1305 | -1,847 | -10.14% | Q1 2026 | May 06, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 18,078 | 11,808 | 2.08% | 2.03% | 1306 | +1,733 | 10.6% | Q1 2026 | Apr 20, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 17,964 | 11,734 | 1.52% | 1.41% | 1307 | +422 | 2.41% | Q1 2026 | Apr 10, 2026 |
| jvl associates llc | History | Added to | 17,942 | 11,719 | 3.93% | 3.67% | 1308 | +1,484 | 9.02% | Q1 2026 | Apr 16, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 17,938 | 11,717 | 12.15% | 12.11% | 1309 | +263 | 1.49% | Q1 2026 | Apr 09, 2026 |
| Simmons Bank | History | Reduced | 17,922 | 11,706 | 0.78% | 0.83% | 1310 | -233 | -1.28% | Q1 2026 | Apr 23, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 17,909 | 11,698 | 1.76% | 1.71% | 1311 | +547 | 3.15% | Q1 2026 | May 11, 2026 |
| Argent Advisors, Inc. | History | Added to | 17,900 | 11,692 | 3.19% | 3.36% | 1312 | +345 | 1.97% | Q1 2026 | Apr 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 17,878 | 11,678 | 1.0% | 0.97% | 1313 | +968 | 5.72% | Q1 2026 | May 15, 2026 |
| Contango Wealth Management LLC | History | Reduced | 17,866 | 11,670 | 13.64% | 18.11% | 1314 | -5,795 | -24.49% | Q1 2026 | Jun 09, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 17,828 | 11,645 | 1.69% | — | 1315 | +17,828 | New | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Reduced | 17,727 | 11,579 | 1.68% | 3.06% | 1316 | -13,010 | -42.33% | Q1 2026 | Apr 24, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 17,621 | 11,510 | 5.0% | 5.2% | 1317 | -22 | -0.12% | Q1 2026 | May 05, 2026 |
| Mosley Wealth Management | History | Added to | 17,105 | 11,448 | 5.18% | 5.29% | 1318 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| TICINO WEALTH | History | Reduced | 15,913 | 11,439 | 3.98% | 4.19% | 1319 | -580 | -3.52% | Q1 2026 | Apr 22, 2026 |
| POSTROCK PARTNERS LLC | History | Added to | 17,483 | 11,420 | 5.28% | 4.99% | 1320 | +728 | 4.34% | Q1 2026 | May 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 17,479 | 11,417 | 1.09% | 1.14% | 1321 | -165 | -0.94% | Q1 2026 | Apr 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 17,476 | 11,415 | 0.06% | 0.06% | 1322 | +329 | 1.92% | Q1 2026 | Apr 15, 2026 |
| MY Wealth Management Inc. | History | Added to | 20,301 | 11,407 | 11.04% | 8.82% | 1323 | +5,524 | 37.38% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 17,330 | 11,320 | 0.01% | 0.01% | 1324 | +2,671 | 18.22% | Q1 2026 | May 08, 2026 |
| Forum Private Client Group LLC | History | Added to | 17,165 | 11,215 | 3.74% | 3.99% | 1325 | +77 | 0.45% | Q1 2026 | May 13, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 17,164 | 11,211 | 0.65% | 0.72% | 1326 | -584 | -3.29% | Q1 2026 | Apr 30, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 17,139 | 11,195 | 5.04% | 4.1% | 1327 | +3,572 | 26.33% | Q1 2026 | May 11, 2026 |
| Advisory Resource Group | History | Added to | 17,098 | 11,168 | 1.92% | 2.05% | 1328 | +114 | 0.67% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 17,227 | 11,165 | 1.48% | 1.55% | 1329 | +450 | 2.68% | Q1 2026 | Apr 30, 2026 |
| Roundview Capital LLC | History | Reduced | 17,091 | 11,164 | 0.7% | 0.73% | 1330 | -295 | -1.7% | Q1 2026 | May 08, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Reduced | 17,068 | 11,148 | 0.24% | 0.34% | 1331 | -8,002 | -31.92% | Q1 2026 | Apr 14, 2026 |
| WELCH & FORBES LLC | History | Reduced | 17,064 | 11,146 | 0.14% | 0.15% | 1332 | -1,276 | -6.96% | Q1 2026 | May 01, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 16,251 | 11,131 | 0.83% | 0.83% | 1333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| One Day In July LLC | History | Added to | 17,009 | 11,110 | 0.89% | 0.94% | 1334 | +245 | 1.46% | Q1 2026 | May 05, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 16,981 | 11,092 | 2.14% | 2.08% | 1335 | +1,032 | 6.47% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 16,952 | 11,073 | 0.45% | 0.47% | 1336 | +610 | 3.73% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 16,943 | 11,067 | 0.47% | 0.47% | 1337 | +998 | 6.26% | Q1 2026 | May 08, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 16,825 | 10,990 | 5.01% | 4.97% | 1338 | +450 | 2.75% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 16,812 | 10,981 | 0.46% | 0.5% | 1339 | +99 | 0.59% | Q1 2026 | Apr 30, 2026 |
| Wedmont Private Capital | History | Added to | 16,128 | 10,950 | 0.35% | 0.35% | 1340 | +1,648 | 11.38% | Q1 2026 | Apr 09, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 16,715 | 10,918 | 2.64% | 2.67% | 1341 | +630 | 3.92% | Q1 2026 | May 05, 2026 |
| MA Private Wealth | History | Added to | 16,710 | 10,914 | 1.85% | 1.9% | 1342 | +63 | 0.38% | Q1 2026 | May 07, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 17,076 | 10,842 | 0.08% | — | 1343 | +17,076 | New | Q1 2026 | May 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 16,542 | 10,805 | 0.4% | 1.67% | 1344 | -54,357 | -76.67% | Q1 2026 | May 07, 2026 |
| Town Capital LLC | History | Added to | 16,525 | 10,794 | 8.73% | 5.1% | 1345 | +7,427 | 81.63% | Q1 2026 | Jun 04, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 16,504 | 10,780 | 1.42% | 1.53% | 1346 | +987 | 6.36% | Q1 2026 | May 11, 2026 |
| Chesapeake Wealth Management | History | Added to | 16,478 | 10,763 | 3.3% | 3.2% | 1347 | +816 | 5.21% | Q1 2026 | May 18, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 16,450 | 10,745 | 4.67% | 4.88% | 1348 | -364 | -2.16% | Q1 2026 | May 12, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 16,419 | 10,725 | 0.05% | 0.05% | 1349 | -632 | -3.71% | Q1 2026 | May 07, 2026 |
| Emerald Advisors, LLC | History | Added to | 16,350 | 10,679 | 1.32% | 1.3% | 1350 | +2,372 | 16.97% | Q1 2026 | Apr 23, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 16,347 | 10,677 | 0.26% | 1.09% | 1351 | -68,577 | -80.75% | Q1 2026 | Apr 17, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 16,287 | 10,636 | 0.42% | 0.62% | 1352 | -2,620 | -13.86% | Q1 2026 | May 04, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 16,275 | 10,630 | 1.19% | 0.71% | 1353 | +6,958 | 74.68% | Q1 2026 | May 05, 2026 |
| MASECO LLP | History | Added to | 16,273 | 10,629 | 0.33% | 0.42% | 1354 | +2,056 | 14.46% | Q1 2026 | Apr 21, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 14,817 | 10,627 | 3.0% | 2.03% | 1355 | +5,766 | 63.71% | Q1 2026 | Apr 27, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 16,246 | 10,612 | 3.55% | 3.63% | 1356 | +297 | 1.86% | Q1 2026 | May 05, 2026 |
| WLTH Capital Management, LLC | History | Added to | 16,160 | 10,555 | 8.27% | 8.16% | 1357 | +755 | 4.9% | Q1 2026 | Apr 10, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 16,149 | 10,548 | 1.59% | 1.73% | 1358 | -196 | -1.2% | Q1 2026 | Apr 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 16,116 | 10,527 | 1.21% | 1.06% | 1359 | +2,716 | 20.27% | Q1 2026 | May 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 16,097 | 10,514 | 3.49% | 3.83% | 1360 | -1,112 | -6.46% | Q1 2026 | Apr 22, 2026 |
| Eagle Strategies LLC | History | Reduced | 16,086 | 10,507 | 1.26% | 1.78% | 1361 | -4,276 | -21.0% | Q1 2026 | Apr 20, 2026 |
| Merited Wealth, LLC | History | Added to | 16,073 | 10,498 | 8.7% | 6.01% | 1362 | +6,610 | 69.85% | Q1 2026 | Apr 24, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Added to | 16,061 | 10,490 | 8.41% | 8.22% | 1363 | +921 | 6.08% | Q1 2026 | May 07, 2026 |
| Columbia Bank | History | Reduced | 16,018 | 10,463 | 2.99% | 3.21% | 1364 | -852 | -5.05% | Q1 2026 | Apr 28, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 15,949 | 10,418 | 2.34% | 2.49% | 1365 | +767 | 5.05% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 15,940 | 10,412 | 1.61% | 1.73% | 1366 | +38 | 0.24% | Q1 2026 | May 06, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 15,933 | 10,407 | 8.96% | 9.05% | 1367 | -230 | -1.42% | Q1 2026 | May 12, 2026 |
| Bulwark Capital Corp | History | Added to | 15,912 | 10,393 | 6.41% | 7.72% | 1368 | +65 | 0.41% | Q1 2026 | Apr 07, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 15,827 | 10,338 | 0.55% | 0.56% | 1369 | +1,013 | 6.84% | Q1 2026 | Apr 27, 2026 |
| Solstein Capital, LLC | History | No change | 15,798 | 10,319 | 4.24% | 4.34% | 1370 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 15,757 | 10,292 | 4.35% | 4.59% | 1371 | -39 | -0.25% | Q1 2026 | Apr 20, 2026 |
| Carnegie Investment Counsel | History | Reduced | 15,745 | 10,284 | 0.2% | 0.2% | 1372 | -248 | -1.55% | Q1 2026 | May 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 15,723 | 10,270 | 1.05% | 1.02% | 1373 | +221 | 1.43% | Q1 2026 | Apr 28, 2026 |
| Red Wave Investments LLC | History | Reduced | 15,684 | 10,244 | 3.06% | 3.21% | 1374 | -55 | -0.35% | Q1 2026 | May 08, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 15,640 | 10,216 | 5.84% | 6.14% | 1375 | -230 | -1.45% | Q1 2026 | Apr 22, 2026 |
| Platform Technology Partners | History | Added to | 15,598 | 10,188 | 1.96% | 1.79% | 1376 | +3,309 | 26.93% | Q1 2026 | Apr 27, 2026 |
| Busey Bank | History | Added to | 15,583 | 10,178 | 0.28% | 0.19% | 1377 | +4,786 | 44.33% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Added to | 15,378 | 10,133 | 0.69% | 0.63% | 1378 | +2,954 | 23.78% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 15,436 | 10,082 | 0.22% | 0.37% | 1379 | -8,899 | -36.57% | Q1 2026 | May 14, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 15,405 | 10,062 | 1.97% | 2.14% | 1380 | +147 | 0.96% | Q1 2026 | May 14, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 15,350 | 10,026 | 2.23% | 2.42% | 1381 | +289 | 1.92% | Q1 2026 | Apr 21, 2026 |
| Mountain Hill Investment Partners Corp. | History | Reduced | 15,344 | 10,022 | 5.93% | 7.76% | 1382 | -479 | -3.03% | Q1 2026 | May 01, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 15,329 | 10,013 | 5.03% | 5.21% | 1383 | +509 | 3.43% | Q1 2026 | Apr 27, 2026 |
| Krilogy Financial LLC | History | Added to | 14,152 | 9,973 | 0.32% | 0.29% | 1384 | +1,736 | 13.98% | Q1 2026 | Apr 17, 2026 |
| PCM Encore, LLC | History | Reduced | 15,226 | 9,945 | 2.05% | 2.33% | 1385 | -793 | -4.95% | Q1 2026 | May 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 14,513 | 9,940 | 0.91% | 0.89% | 1386 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Montis Financial, LLC | History | Reduced | 15,196 | 9,926 | 2.05% | 2.21% | 1387 | -1,164 | -7.11% | Q1 2026 | May 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 15,057 | 9,921 | 0.31% | 0.25% | 1388 | -913 | -5.72% | Q1 2026 | Apr 08, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 15,163 | 9,904 | 2.98% | 3.36% | 1389 | -1,055 | -6.51% | Q1 2026 | May 07, 2026 |
| Lighthouse Financial LLC | History | Reduced | 15,151 | 9,896 | 5.97% | 6.81% | 1390 | -56 | -0.37% | Q1 2026 | May 13, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 15,130 | 9,883 | 2.78% | 2.84% | 1391 | +58 | 0.38% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 15,130 | 9,882 | 0.54% | 0.59% | 1392 | +2,351 | 18.4% | Q1 2026 | May 11, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 15,084 | 9,853 | 3.67% | 3.82% | 1393 | -999 | -6.21% | Q1 2026 | May 11, 2026 |
| Avid Wealth Partners LLC | History | Added to | 15,060 | 9,837 | 4.65% | 4.53% | 1394 | +1,531 | 11.32% | Q1 2026 | Apr 30, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 15,061 | 9,837 | 5.97% | 6.92% | 1395 | +30 | 0.2% | Q1 2026 | Apr 21, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 15,052 | 9,832 | 5.33% | 5.82% | 1396 | -5 | -0.03% | Q1 2026 | Apr 27, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 15,040 | 9,824 | 0.33% | 0.33% | 1397 | +560 | 3.87% | Q1 2026 | Apr 22, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 14,985 | 9,788 | 5.35% | 5.59% | 1398 | -3 | -0.02% | Q1 2026 | Apr 21, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 14,973 | 9,780 | 8.13% | 7.2% | 1399 | +2,330 | 18.43% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 14,959 | 9,771 | 1.65% | 1.82% | 1400 | -594 | -3.82% | Q1 2026 | May 08, 2026 |
| SFM, LLC | History | Reduced | 14,925 | 9,749 | 5.89% | 6.12% | 1401 | -314 | -2.06% | Q1 2026 | Apr 08, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 14,919 | 9,745 | 7.01% | 7.85% | 1402 | -95 | -0.63% | Q1 2026 | Apr 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 14,897 | 9,731 | 1.66% | 3.42% | 1403 | -14,499 | -49.32% | Q1 2026 | Apr 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 14,897 | 9,730 | 0.1% | 0.11% | 1404 | +620 | 4.34% | Q1 2026 | Apr 27, 2026 |
| Keel Point, LLC | History | Added to | 14,868 | 9,712 | 0.64% | 0.39% | 1405 | +5,323 | 55.77% | Q1 2026 | May 29, 2026 |
| Geneva Partners, LLC | History | Reduced | 14,815 | 9,677 | 4.65% | 4.21% | 1406 | -2,460 | -14.24% | Q1 2026 | Apr 29, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 14,788 | 9,659 | 4.22% | 4.66% | 1407 | -1,332 | -8.26% | Q1 2026 | Apr 23, 2026 |
| IFC Advisors LLC | History | Reduced | 14,762 | 9,642 | 1.38% | 1.6% | 1408 | -1,187 | -7.44% | Q1 2026 | May 04, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 14,719 | 9,614 | 0.03% | 0.03% | 1409 | -1,263 | -7.9% | Q1 2026 | May 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 14,708 | 9,607 | 0.04% | 0.04% | 1410 | -1,249 | -7.83% | Q1 2026 | May 08, 2026 |
| EdgeRock Capital LLC | History | Reduced | 14,691 | 9,596 | 2.6% | 2.76% | 1411 | -467 | -3.08% | Q1 2026 | Apr 16, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Reduced | 14,665 | 9,579 | 8.23% | 8.48% | 1412 | -97 | -0.66% | Q1 2026 | Apr 28, 2026 |
| Mechanics Financial Corp | History | Reduced | 14,637 | 9,561 | 4.01% | 3.72% | 1413 | -58 | -0.39% | Q1 2026 | May 06, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Added to | 14,614 | 9,546 | 10.38% | 0.27% | 1414 | +14,311 | 4723.1% | Q1 2026 | May 15, 2026 |
| JT Stratford LLC | History | Added to | 14,610 | 9,543 | 1.21% | 1.25% | 1415 | +408 | 2.87% | Q1 2026 | May 15, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 14,595 | 9,534 | 3.54% | 4.05% | 1416 | -250 | -1.68% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 14,576 | 9,520 | 5.4% | 5.74% | 1417 | +2,500 | 20.7% | Q1 2026 | May 12, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 14,463 | 9,447 | 1.27% | 1.3% | 1418 | +227 | 1.59% | Q1 2026 | Apr 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 14,377 | 9,391 | 0.61% | 0.63% | 1419 | -171 | -1.18% | Q1 2026 | May 05, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 14,345 | 9,370 | 9.11% | 9.16% | 1420 | +724 | 5.32% | Q1 2026 | May 11, 2026 |
| Elm Partners Management LLC | History | Added to | 14,743 | 9,360 | 0.41% | 0.45% | 1421 | +133 | 0.91% | Q1 2026 | May 13, 2026 |
| KWB Wealth | History | No change | 13,658 | 9,354 | 0.93% | 0.89% | 1422 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| COFG Advisors, LLC | History | Reduced | 14,314 | 9,350 | 2.31% | 2.5% | 1423 | -450 | -3.05% | Q1 2026 | May 11, 2026 |
| Security National Bank | History | Added to | 14,310 | 9,347 | 1.36% | 1.32% | 1424 | +836 | 6.2% | Q1 2026 | Apr 16, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 14,299 | 9,340 | 0.98% | 1.13% | 1425 | -793 | -5.25% | Q1 2026 | May 11, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 14,287 | 9,332 | 1.88% | 1.86% | 1426 | +2,385 | 20.04% | Q1 2026 | Apr 23, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 93,030 | 9,308 | 5.6% | 6.02% | 1427 | +77,696 | 506.69% | Q1 2026 | May 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 14,219 | 9,288 | 0.55% | 0.58% | 1428 | -260 | -1.8% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Reduced | 12,878 | 9,252 | 0.72% | 0.98% | 1429 | -3,686 | -22.25% | Q1 2026 | Apr 29, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 14,154 | 9,245 | 6.34% | 10.06% | 1430 | -109 | -0.76% | Q1 2026 | Apr 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 14,066 | 9,188 | 1.29% | 1.52% | 1431 | +297 | 2.16% | Q1 2026 | May 08, 2026 |
| First Growth Capital LLC | History | Reduced | 13,944 | 9,175 | 8.27% | 8.94% | 1432 | -554 | -3.82% | Q1 2026 | May 04, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 13,965 | 9,121 | 1.34% | 1.3% | 1433 | +3,663 | 35.56% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 13,945 | 9,109 | 7.31% | 7.66% | 1434 | +869 | 6.65% | Q1 2026 | May 01, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 13,994 | 9,099 | 0.66% | 0.71% | 1435 | -106 | -0.75% | Q1 2026 | May 05, 2026 |
| Hilltop National Bank | History | Reduced | 13,918 | 9,091 | 2.16% | 2.31% | 1436 | -35 | -0.25% | Q1 2026 | Apr 02, 2026 |
| NEPC LLC | History | Reduced | 13,882 | 9,067 | 0.18% | 0.22% | 1437 | -1,452 | -9.47% | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 13,861 | 9,054 | 0.93% | 0.96% | 1438 | +329 | 2.43% | Q1 2026 | May 07, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 13,857 | 9,051 | 0.81% | — | 1439 | +13,857 | New | Q1 2026 | Apr 08, 2026 |
| GeoWealth Management, LLC | History | Reduced | 13,844 | 9,043 | 0.33% | 0.39% | 1440 | -1,403 | -9.2% | Q1 2026 | May 13, 2026 |
| Successful Portfolios LLC | History | Added to | 13,937 | 9,027 | 4.98% | 4.75% | 1441 | +576 | 4.31% | Q1 2026 | Apr 13, 2026 |
| Coign Capital Advisors LLC | History | Added to | 13,809 | 9,020 | 4.74% | 4.76% | 1442 | +540 | 4.07% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 13,722 | 8,963 | 2.21% | 6.02% | 1443 | +4,112 | 42.79% | Q1 2026 | May 12, 2026 |
| NatWest Group plc | History | Reduced | 13,700 | 8,948 | 1.94% | 2.23% | 1444 | -275 | -1.97% | Q1 2026 | May 11, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 13,661 | 8,923 | 2.81% | 2.53% | 1445 | +2,154 | 18.72% | Q1 2026 | May 08, 2026 |
| waypoint wealth counsel | History | Reduced | 13,635 | 8,906 | 4.61% | 3.5% | 1446 | -297 | -2.13% | Q1 2026 | Apr 23, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 13,634 | 8,905 | 0.48% | 0.44% | 1447 | +1,850 | 15.7% | Q1 2026 | May 06, 2026 |
| Procyon Advisors, LLC | History | Added to | 13,629 | 8,902 | 0.44% | 0.44% | 1448 | +699 | 5.41% | Q1 2026 | May 04, 2026 |
| Continuum Advisory, LLC | History | Added to | 13,589 | 8,876 | 0.85% | 0.92% | 1449 | +133 | 0.99% | Q1 2026 | Apr 22, 2026 |
| Private Advisory Group LLC | History | Reduced | 13,572 | 8,865 | 0.58% | 0.74% | 1450 | -153 | -1.11% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | Reduced | 13,523 | 8,833 | 1.55% | 2.22% | 1451 | -3,832 | -22.08% | Q1 2026 | Apr 15, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 13,500 | 8,819 | 2.62% | 2.75% | 1452 | -215 | -1.57% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 13,492 | 8,812 | 0.68% | 0.48% | 1453 | +4,272 | 46.33% | Q1 2026 | Apr 08, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 13,472 | 8,800 | 0.8% | 0.84% | 1454 | -74 | -0.55% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Added to | 13,439 | 8,778 | 6.47% | 6.29% | 1455 | +1,064 | 8.6% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 13,410 | 8,759 | 1.58% | 1.78% | 1456 | -334 | -2.43% | Q1 2026 | May 11, 2026 |
| BWM Planning, LLC | History | Reduced | 13,388 | 8,744 | 2.31% | 2.91% | 1457 | -2,527 | -15.88% | Q1 2026 | Apr 21, 2026 |
| Riverwater Partners LLC | History | Added to | 13,369 | 8,732 | 2.91% | 2.81% | 1458 | +2,764 | 26.06% | Q1 2026 | May 07, 2026 |
| Mendota Financial Group, LLC | History | Added to | 13,367 | 8,731 | 6.47% | 6.66% | 1459 | +12 | 0.09% | Q1 2026 | Apr 16, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 13,342 | 8,715 | 1.26% | 1.31% | 1460 | -306 | -2.24% | Q1 2026 | May 07, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 13,328 | 8,705 | 0.35% | 0.36% | 1461 | -472 | -3.42% | Q1 2026 | May 01, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 13,308 | 8,692 | 5.8% | 6.38% | 1462 | -280 | -2.06% | Q1 2026 | May 04, 2026 |
| WEST BANCORPORATION INC | History | Added to | 13,302 | 8,688 | 4.33% | 4.73% | 1463 | +117 | 0.89% | Q1 2026 | Apr 23, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 13,273 | 8,670 | 3.63% | 3.65% | 1464 | +2,011 | 17.86% | Q1 2026 | Apr 17, 2026 |
| Quartz Partners, LLC | History | Added to | 13,244 | 8,651 | 3.34% | 3.18% | 1465 | +778 | 6.24% | Q1 2026 | May 05, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 13,191 | 8,616 | 4.88% | 6.78% | 1466 | +29 | 0.22% | Q1 2026 | Apr 16, 2026 |
| McMill Wealth Management | History | Added to | 13,175 | 8,606 | 2.29% | 2.53% | 1467 | +50 | 0.38% | Q1 2026 | May 13, 2026 |
| C2C Wealth Management, LLC | History | Added to | 13,057 | 8,529 | 7.21% | 7.5% | 1468 | +73 | 0.56% | Q1 2026 | Apr 20, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 13,038 | 8,516 | 0.91% | 0.97% | 1469 | -35 | -0.27% | Q1 2026 | May 06, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 13,035 | 8,514 | 1.8% | 1.91% | 1470 | -24 | -0.18% | Q1 2026 | May 08, 2026 |
| Trust Point Inc. | History | Reduced | 13,012 | 8,499 | 0.74% | 0.71% | 1471 | -132 | -1.0% | Q1 2026 | Apr 15, 2026 |
| Granby Capital Management, LLC | History | Reduced | 13,000 | 8,491 | 4.87% | 6.21% | 1472 | -4,000 | -23.53% | Q1 2026 | May 14, 2026 |
| Investment Research Partners LLC | History | Reduced | 12,984 | 8,481 | 3.45% | 3.84% | 1473 | -91 | -0.7% | Q1 2026 | Apr 29, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 12,959 | 8,464 | 1.03% | 1.1% | 1474 | -715 | -5.23% | Q1 2026 | May 06, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 12,865 | 8,403 | 2.63% | 0.28% | 1475 | +11,564 | 888.85% | Q1 2026 | Apr 22, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 12,864 | 8,402 | 8.11% | 8.67% | 1476 | -348 | -2.63% | Q1 2026 | Apr 24, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 12,709 | 8,300 | 0.62% | 0.66% | 1477 | -3,000 | -19.1% | Q1 2026 | May 20, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 12,701 | 8,296 | 5.34% | 5.94% | 1478 | +484 | 3.96% | Q1 2026 | Apr 23, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 12,689 | 8,288 | 4.47% | 3.7% | 1479 | +2,919 | 29.88% | Q1 2026 | May 12, 2026 |
| S.A. Mason LLC | History | Added to | 12,679 | 8,282 | 3.11% | 2.9% | 1480 | +1,973 | 18.43% | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,569 | 8,270 | 0.57% | 0.67% | 1481 | -1,809 | -12.58% | Q1 2026 | May 01, 2026 |
| Presidio Capital Management, LLC | History | Added to | 12,659 | 8,269 | 2.4% | 2.23% | 1482 | +1,807 | 16.65% | Q1 2026 | Apr 08, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 12,653 | 8,265 | 8.07% | 8.39% | 1483 | -177 | -1.38% | Q1 2026 | Apr 14, 2026 |
| WASHINGTON TRUST Co | History | Added to | 12,649 | 8,262 | 0.28% | 0.28% | 1484 | +206 | 1.66% | Q1 2026 | Apr 06, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 12,633 | 8,252 | 8.62% | 8.43% | 1485 | +608 | 5.06% | Q1 2026 | May 04, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 12,630 | 8,249 | 1.75% | 1.96% | 1486 | -1,955 | -13.4% | Q1 2026 | Jun 01, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 12,533 | 8,186 | 4.69% | 5.18% | 1487 | +346 | 2.84% | Q1 2026 | Apr 22, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 12,527 | 8,183 | 2.82% | 2.84% | 1488 | +93 | 0.75% | Q1 2026 | May 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 12,520 | 8,178 | 8.12% | 5.81% | 1489 | +4,035 | 47.55% | Q1 2026 | Apr 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 12,510 | 8,172 | 2.71% | 1.74% | 1490 | +5,545 | 79.61% | Q1 2026 | May 12, 2026 |
| Catalina Capital Group, LLC | History | Added to | 12,439 | 8,125 | 4.84% | 4.9% | 1491 | +639 | 5.42% | Q1 2026 | Apr 23, 2026 |
| Transcendent Capital Group LLC | History | Added to | 12,412 | 8,107 | 3.7% | 3.31% | 1492 | +1,750 | 16.41% | Q1 2026 | Apr 27, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 12,401 | 8,100 | 2.4% | 2.58% | 1493 | -100 | -0.8% | Q1 2026 | May 06, 2026 |
| Innovative Wealth Building LLC | History | Added to | 12,391 | 8,094 | 5.69% | 5.37% | 1494 | +1,645 | 15.31% | Q1 2026 | May 01, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 12,380 | 8,086 | 3.18% | 3.2% | 1495 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 12,265 | 8,081 | 0.72% | 0.75% | 1496 | -90 | -0.73% | Q1 2026 | May 11, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,369 | 8,080 | 4.1% | 4.42% | 1497 | +318 | 2.64% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 12,339 | 8,060 | 0.36% | 0.4% | 1498 | +38 | 0.31% | Q1 2026 | May 12, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 12,311 | 8,041 | 2.49% | 2.01% | 1499 | +3,189 | 34.96% | Q1 2026 | May 11, 2026 |
| Fidato Wealth LLC | History | Reduced | 12,286 | 8,025 | 5.21% | 5.47% | 1500 | -223 | -1.78% | Q1 2026 | May 07, 2026 |
| Navigoe, LLC | History | Added to | 12,270 | 8,014 | 4.73% | 4.61% | 1501 | +1,359 | 12.46% | Q1 2026 | May 01, 2026 |
| Flower City Capital | History | Reduced | 12,253 | 8,003 | 4.01% | 4.33% | 1502 | -146 | -1.18% | Q1 2026 | Apr 14, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 12,239 | 7,994 | 3.55% | 3.79% | 1503 | -359 | -2.85% | Q1 2026 | Apr 24, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 12,217 | 7,980 | 2.08% | 2.17% | 1504 | +898 | 7.93% | Q1 2026 | May 11, 2026 |
| Heritage Trust Co | History | Added to | 12,216 | 7,979 | 0.8% | 0.78% | 1505 | +1,025 | 9.16% | Q1 2026 | May 13, 2026 |
| WealthSpring Partners, LLC | History | Added to | 12,172 | 7,950 | 7.29% | 7.83% | 1506 | +1,017 | 9.12% | Q1 2026 | Apr 20, 2026 |
| W ADVISORS, LLC | History | Added to | 12,148 | 7,935 | 4.07% | 3.59% | 1507 | +1,720 | 16.49% | Q1 2026 | Apr 29, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 12,141 | 7,930 | 1.58% | 1.45% | 1508 | +2,224 | 22.43% | Q1 2026 | May 01, 2026 |
| XY Planning Network, Inc. | History | Added to | 12,021 | 7,910 | 1.26% | 1.2% | 1509 | +2,000 | 19.96% | Q1 2026 | Apr 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 12,106 | 7,907 | 1.63% | 1.8% | 1510 | -153 | -1.25% | Q1 2026 | May 15, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 12,071 | 7,884 | 4.17% | 2.33% | 1511 | +6,307 | 109.42% | Q1 2026 | May 15, 2026 |
| TradeWell Securities, LLC. | History | Added to | 12,020 | 7,851 | 3.31% | 3.15% | 1512 | +214 | 1.81% | Q1 2026 | Apr 13, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 12,009 | 7,844 | 3.76% | 4.2% | 1513 | -107 | -0.88% | Q1 2026 | Apr 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 12,002 | 7,839 | 1.32% | 1.39% | 1514 | -28 | -0.23% | Q1 2026 | Apr 21, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 11,996 | 7,836 | 1.29% | 1.32% | 1515 | +265 | 2.26% | Q1 2026 | May 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 11,993 | 7,834 | 2.88% | 3.07% | 1516 | -109 | -0.9% | Q1 2026 | May 08, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 11,967 | 7,816 | 2.34% | 1.25% | 1517 | +6,961 | 139.05% | Q1 2026 | May 08, 2026 |
| FDx Advisors, Inc. | History | Reduced | 11,941 | 7,800 | 2.49% | 4.89% | 1519 | -2,056 | -14.69% | Q1 2026 | May 01, 2026 |
| Retirement Planning Group, LLC | History | Added to | 11,942 | 7,800 | 0.24% | 0.25% | 1518 | +889 | 8.04% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | Added to | 11,921 | 7,787 | 0.0% | 0.0% | 1520 | +4,819 | 67.85% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 11,365 | 7,784 | 0.32% | 0.32% | 1521 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 11,900 | 7,775 | 0.05% | 0.06% | 1522 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meridian Financial Partners LLC | History | Added to | 11,733 | 7,771 | 2.95% | 2.94% | 1523 | +951 | 8.82% | Q1 2026 | Apr 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 11,889 | 7,765 | 0.87% | 0.83% | 1524 | +650 | 5.78% | Q1 2026 | May 04, 2026 |
| Facet Wealth, Inc. | History | Added to | 11,882 | 7,761 | 0.13% | 0.13% | 1525 | +1,351 | 12.83% | Q1 2026 | May 07, 2026 |
| Clearstead Trust, LLC | History | Reduced | 11,863 | 7,749 | 1.26% | 1.32% | 1526 | -381 | -3.11% | Q1 2026 | May 06, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 11,855 | 7,743 | 0.43% | 0.48% | 1527 | -190 | -1.58% | Q1 2026 | May 13, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 11,849 | 7,739 | 0.3% | 0.34% | 1528 | -244 | -2.02% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 11,803 | 7,710 | 0.25% | 0.27% | 1529 | -105 | -0.88% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 11,799 | 7,707 | 0.54% | 0.44% | 1530 | -190 | -1.58% | Q1 2026 | May 11, 2026 |
| Rede Wealth, LLC | History | Added to | 11,793 | 7,703 | 2.77% | 2.6% | 1531 | +887 | 8.13% | Q1 2026 | Apr 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 11,756 | 7,679 | 0.25% | 0.26% | 1532 | -127 | -1.07% | Q1 2026 | May 15, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 11,753 | 7,677 | 2.09% | 2.16% | 1533 | -56 | -0.47% | Q1 2026 | Apr 27, 2026 |
| Stone Summit Wealth LLC | History | Added to | 11,723 | 7,657 | 2.13% | 2.13% | 1534 | +232 | 2.02% | Q1 2026 | Apr 22, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 11,721 | 7,656 | 0.96% | 0.87% | 1535 | -45 | -0.38% | Q1 2026 | Apr 09, 2026 |
| MRA Advisory Group | History | Reduced | 11,677 | 7,627 | 3.11% | 5.76% | 1536 | -8,348 | -41.69% | Q1 2026 | Apr 22, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 11,671 | 7,623 | 2.14% | 2.36% | 1537 | -361 | -3.0% | Q1 2026 | Apr 16, 2026 |
| Westmount Partners, LLC | History | Added to | 11,662 | 7,617 | 1.87% | 1.98% | 1538 | +85 | 0.73% | Q1 2026 | Apr 16, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 11,636 | 7,600 | 0.9% | 1.08% | 1539 | -86 | -0.73% | Q1 2026 | Apr 30, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 11,631 | 7,597 | 5.38% | 5.18% | 1540 | +473 | 4.24% | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 11,613 | 7,585 | 3.06% | 3.15% | 1541 | -36 | -0.31% | Q1 2026 | May 07, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 11,603 | 7,579 | 1.92% | 1.94% | 1542 | +357 | 3.17% | Q1 2026 | Apr 17, 2026 |
| STEPH & CO | History | Added to | 11,591 | 7,571 | 2.16% | 2.01% | 1543 | +1,427 | 14.04% | Q1 2026 | Apr 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 11,563 | 7,552 | 0.6% | 0.6% | 1544 | +182 | 1.6% | Q1 2026 | May 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 11,530 | 7,531 | 0.57% | 0.33% | 1545 | +5,571 | 93.49% | Q1 2026 | Apr 30, 2026 |
| Bawa N Mallick Trust | History | Reduced | 11,500 | 7,511 | 3.08% | 3.7% | 1546 | -3,043 | -20.92% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | New | 11,495 | 7,508 | 0.0% | — | 1547 | +11,495 | New | Q1 2026 | Jun 02, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 11,479 | 7,498 | 11.74% | 13.39% | 1548 | -309 | -2.62% | Q1 2026 | May 04, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 11,478 | 7,497 | 3.22% | 3.54% | 1549 | +115 | 1.01% | Q1 2026 | Apr 08, 2026 |
| Bull Harbor Capital LLC | History | New | 11,470 | 7,492 | 2.01% | — | 1550 | +11,470 | New | Q1 2026 | May 18, 2026 |
| Unify Financial Advisors | History | Added to | 11,449 | 7,478 | 7.76% | 6.95% | 1551 | +1,709 | 17.55% | Q1 2026 | Apr 23, 2026 |
| Capital Advisor Network LLC | History | New | 11,402 | 7,447 | 8.75% | — | 1553 | +11,402 | New | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Added to | 11,401 | 7,447 | 0.77% | 0.81% | 1552 | +230 | 2.06% | Q1 2026 | Apr 23, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 11,375 | 7,430 | 0.62% | 0.63% | 1554 | -479 | -4.04% | Q1 2026 | May 07, 2026 |
| Asempa Wealth Advisors | History | Reduced | 11,284 | 7,425 | 6.47% | 6.89% | 1555 | -393 | -3.37% | Q1 2026 | Apr 08, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 11,341 | 7,407 | 5.34% | 5.64% | 1556 | +305 | 2.76% | Q1 2026 | Apr 10, 2026 |
| 5T Wealth, LLC | History | Added to | 11,331 | 7,401 | 2.92% | 2.94% | 1557 | +571 | 5.31% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | Added to | 11,316 | 7,392 | 1.5% | 1.65% | 1558 | +189 | 1.7% | Q1 2026 | May 13, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 11,309 | 7,387 | 6.11% | 6.85% | 1559 | +205 | 1.85% | Q1 2026 | Apr 22, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 11,302 | 7,382 | 2.83% | 3.24% | 1560 | -673 | -5.62% | Q1 2026 | May 12, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 11,231 | 7,336 | 0.38% | 1.12% | 1561 | -21,938 | -66.14% | Q1 2026 | Apr 29, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 11,222 | 7,330 | 4.43% | 4.85% | 1562 | -674 | -5.67% | Q1 2026 | Apr 22, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 11,211 | 7,322 | 0.46% | 0.51% | 1563 | -243 | -2.12% | Q1 2026 | Jun 09, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 11,168 | 7,295 | 0.15% | 0.14% | 1564 | -125 | -1.11% | Q1 2026 | Apr 15, 2026 |
| SFE Investment Counsel | History | Added to | 11,114 | 7,259 | 1.14% | 0.84% | 1565 | +3,090 | 38.51% | Q1 2026 | May 01, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 11,046 | 7,215 | 1.87% | 1.89% | 1566 | +268 | 2.49% | Q1 2026 | Apr 08, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 11,045 | 7,214 | 0.52% | 0.67% | 1567 | -4,253 | -27.8% | Q1 2026 | Apr 14, 2026 |
| Wall Capital Group, Inc. | History | Added to | 11,017 | 7,196 | 7.68% | 7.09% | 1568 | +139 | 1.28% | Q1 2026 | Apr 20, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 10,088 | 7,183 | 2.85% | 2.9% | 1569 | -640 | -5.97% | Q1 2026 | Apr 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 10,975 | 7,168 | 0.79% | 0.8% | 1570 | +505 | 4.82% | Q1 2026 | Apr 15, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 10,953 | 7,154 | 3.49% | — | 1571 | +10,953 | New | Q1 2026 | Apr 09, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 10,943 | 7,148 | 1.06% | 0.26% | 1572 | +6,475 | 144.92% | Q1 2026 | Apr 24, 2026 |
| Patten Group, Inc. | History | Reduced | 10,928 | 7,138 | 1.24% | 1.44% | 1573 | -420 | -3.7% | Q1 2026 | Apr 24, 2026 |
| PFS Partners, LLC | History | Added to | 10,909 | 7,125 | 3.27% | 3.4% | 1574 | +65 | 0.6% | Q1 2026 | Apr 09, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 10,887 | 7,111 | 0.57% | 0.6% | 1575 | +171 | 1.6% | Q1 2026 | May 15, 2026 |
| TFR Capital, LLC. | History | Reduced | 10,849 | 7,086 | 2.17% | 2.5% | 1576 | -182 | -1.65% | Q1 2026 | May 04, 2026 |
| Fortis Capital Management LLC | History | Added to | 10,838 | 7,079 | 0.72% | 0.79% | 1577 | +2,158 | 24.86% | Q1 2026 | May 11, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 10,769 | 7,034 | 2.28% | 1.85% | 1578 | +2,688 | 33.26% | Q1 2026 | May 04, 2026 |
| TFB Advisors LLC | History | Reduced | 10,762 | 7,029 | 3.68% | 3.88% | 1579 | -9,527 | -46.96% | Q1 2026 | Apr 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 10,745 | 7,018 | 0.21% | 0.21% | 1580 | -192 | -1.76% | Q1 2026 | Apr 29, 2026 |
| Strid Group, LLC | History | Added to | 10,729 | 7,008 | 0.87% | 0.7% | 1581 | +2,476 | 30.0% | Q1 2026 | Apr 29, 2026 |
| InTrack Investment Management Inc | History | Added to | 10,683 | 6,978 | 3.98% | 3.69% | 1582 | +1,041 | 10.8% | Q1 2026 | Apr 06, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 10,652 | 6,957 | 5.21% | 4.68% | 1583 | +2,145 | 25.21% | Q1 2026 | Apr 24, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 10,596 | 6,921 | 11.68% | 12.06% | 1584 | +925 | 9.56% | Q1 2026 | Apr 16, 2026 |
| United Community Bank | History | Reduced | 10,524 | 6,874 | 2.29% | 3.11% | 1585 | -1,503 | -12.5% | Q1 2026 | Apr 24, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | Reduced | 10,486 | 6,849 | 1.43% | 1.94% | 1586 | -3,633 | -25.73% | Q1 2026 | Apr 22, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 10,460 | 6,832 | 2.68% | 2.16% | 1587 | +2,721 | 35.16% | Q1 2026 | May 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 10,451 | 6,826 | 1.36% | 1.46% | 1588 | -114 | -1.08% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 10,440 | 6,819 | 0.54% | 0.49% | 1590 | +2,923 | 38.89% | Q1 2026 | Apr 16, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 9,539 | 6,819 | 2.02% | 2.11% | 1589 | -173 | -1.78% | Q1 2026 | Apr 30, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 10,418 | 6,805 | 1.88% | 1.99% | 1591 | -122 | -1.16% | Q1 2026 | May 08, 2026 |
| NORDEN GROUP LLC | History | Reduced | 10,413 | 6,802 | 0.65% | 0.71% | 1592 | -226 | -2.12% | Q1 2026 | Apr 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 10,404 | 6,795 | 2.49% | 2.6% | 1593 | +244 | 2.4% | Q1 2026 | Apr 09, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 10,399 | 6,792 | 0.31% | 0.48% | 1594 | -5,411 | -34.23% | Q1 2026 | Apr 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 10,392 | 6,788 | 0.54% | 0.47% | 1595 | +1,570 | 17.8% | Q1 2026 | May 14, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 10,341 | 6,755 | 2.97% | 2.94% | 1596 | +139 | 1.36% | Q1 2026 | May 05, 2026 |
| Allen Capital Group, LLC | History | Added to | 10,340 | 6,754 | 0.6% | 0.65% | 1597 | +22 | 0.21% | Q1 2026 | May 27, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 10,339 | 6,753 | 3.73% | 3.83% | 1598 | +28 | 0.27% | Q1 2026 | Apr 22, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 10,331 | 6,748 | 3.15% | 3.34% | 1599 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hi-Line Capital Management, LLC | History | Added to | 10,327 | 6,745 | 2.12% | 2.13% | 1600 | +1,003 | 10.76% | Q1 2026 | Apr 27, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 10,326 | 6,745 | 2.63% | 2.71% | 1601 | +10 | 0.1% | Q1 2026 | Apr 29, 2026 |
| NovaPoint Capital, LLC | History | Added to | 10,299 | 6,727 | 1.69% | 1.76% | 1603 | +328 | 3.29% | Q1 2026 | May 06, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 10,299 | 6,727 | 1.99% | 2.08% | 1602 | -78 | -0.75% | Q1 2026 | Apr 22, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 10,270 | 6,708 | 0.05% | 0.05% | 1604 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 10,116 | 6,607 | 0.95% | 0.97% | 1605 | +409 | 4.21% | Q1 2026 | May 11, 2026 |
| CVFG LLC | History | Added to | 10,113 | 6,606 | 0.82% | 3.0% | 1606 | +3,721 | 58.21% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 10,110 | 6,603 | 0.03% | — | 1607 | +10,110 | New | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 10,103 | 6,599 | 0.22% | 0.22% | 1608 | +329 | 3.37% | Q1 2026 | May 14, 2026 |
| SK Wealth Management, LLC | History | Added to | 9,960 | 6,591 | 1.83% | 1.88% | 1609 | +287 | 2.97% | Q1 2026 | May 06, 2026 |
| Idaho Trust Co | History | Added to | 10,077 | 6,582 | 2.14% | 2.27% | 1610 | +76 | 0.76% | Q1 2026 | May 08, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 10,063 | 6,573 | 1.76% | 2.54% | 1611 | +381 | 3.94% | Q1 2026 | Apr 29, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 10,014 | 6,541 | 4.02% | 3.82% | 1612 | +1,095 | 12.28% | Q1 2026 | Apr 22, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 10,012 | 6,539 | 3.36% | 5.4% | 1613 | -4,559 | -31.29% | Q1 2026 | Apr 24, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 9,995 | 6,528 | 2.43% | 2.43% | 1614 | -81 | -0.8% | Q1 2026 | May 14, 2026 |
| WINCAP FINANCIAL LLC | History | Reduced | 9,992 | 6,526 | 4.34% | 4.86% | 1616 | -348 | -3.37% | Q1 2026 | Apr 09, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 9,992 | 6,526 | 0.05% | 0.04% | 1615 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Vantus Wealth LLC | History | No change | 9,528 | 6,526 | 4.81% | 4.81% | 1617 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Black Diamond Financial, LLC | History | Added to | 9,986 | 6,523 | 0.71% | 0.66% | 1618 | +892 | 9.81% | Q1 2026 | May 05, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 9,957 | 6,503 | 2.29% | 3.81% | 1619 | -5,637 | -36.15% | Q1 2026 | Apr 08, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 9,942 | 6,494 | 11.71% | 12.05% | 1620 | -72 | -0.72% | Q1 2026 | Apr 23, 2026 |
| Variant Private Wealth, LLC | History | Added to | 9,940 | 6,492 | 7.86% | 7.06% | 1621 | +17 | 0.17% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 9,424 | 6,455 | 1.76% | 1.76% | 1622 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 9,878 | 6,452 | 0.82% | 0.83% | 1623 | +8 | 0.08% | Q1 2026 | Apr 13, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 9,944 | 6,444 | 5.9% | 5.96% | 1624 | -30 | -0.3% | Q1 2026 | Apr 29, 2026 |
| Vawter Financial, Ltd. | History | Added to | 9,849 | 6,433 | 2.71% | 2.78% | 1625 | +220 | 2.28% | Q1 2026 | May 15, 2026 |
| J. R. Prunier Capital Management LLC | History | Added to | 9,845 | 6,430 | 2.73% | 2.47% | 1626 | +1,176 | 13.57% | Q1 2026 | Jun 15, 2026 |
| Purewater Capital LLC | History | New | 9,800 | 6,401 | 6.13% | — | 1627 | +9,800 | New | Q1 2026 | May 14, 2026 |
| PUREfi Wealth, LLC | History | Added to | 9,776 | 6,385 | 4.18% | 3.23% | 1628 | +3,624 | 58.91% | Q1 2026 | Apr 28, 2026 |
| Windsor Advisory Group, LLC | History | No change | 9,751 | 6,369 | 5.32% | 5.96% | 1629 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fiduciary Planning LLC | History | Added to | 9,716 | 6,346 | 1.92% | 1.8% | 1630 | +1,065 | 12.31% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 9,682 | 6,324 | 0.39% | 0.93% | 1631 | -18,585 | -65.75% | Q1 2026 | Apr 28, 2026 |
| PlanVest Financial, Inc | History | New | 9,674 | 6,319 | 4.81% | — | 1632 | +9,674 | New | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 9,655 | 6,306 | 0.2% | 0.22% | 1633 | -307 | -3.08% | Q1 2026 | May 11, 2026 |
| MRP Capital Investments, LLC | History | Added to | 9,645 | 6,300 | 5.49% | 5.53% | 1634 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 9,642 | 6,298 | 0.48% | 0.5% | 1635 | -104 | -1.07% | Q1 2026 | May 13, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 9,621 | 6,284 | 1.96% | 1.94% | 1636 | +462 | 5.04% | Q1 2026 | Apr 08, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 9,600 | 6,270 | 0.12% | 0.13% | 1637 | -331 | -3.33% | Q1 2026 | Apr 16, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 9,596 | 6,267 | 0.65% | 0.7% | 1638 | -59 | -0.61% | Q1 2026 | Apr 08, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 9,587 | 6,262 | 4.56% | 5.15% | 1639 | -813 | -7.82% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 9,565 | 6,248 | 1.47% | 1.04% | 1640 | +3,363 | 54.22% | Q1 2026 | May 06, 2026 |
| Fiduciary Group, LLC | History | Reduced | 9,563 | 6,246 | 0.53% | 0.55% | 1641 | -11 | -0.11% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 9,541 | 6,231 | 0.01% | 0.03% | 1642 | -38,868 | -80.29% | Q1 2026 | May 13, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 9,520 | 6,218 | 4.81% | 4.06% | 1643 | +2,114 | 28.54% | Q1 2026 | May 14, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 8,376 | 6,211 | 3.65% | 3.57% | 1644 | -16 | -0.19% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 9,494 | 6,201 | 2.24% | 2.28% | 1645 | +48 | 0.51% | Q1 2026 | May 04, 2026 |
| Leo Wealth, LLC | History | Reduced | 9,492 | 6,200 | 0.45% | 0.52% | 1646 | -964 | -9.22% | Q1 2026 | May 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 9,486 | 6,196 | 0.47% | 0.59% | 1647 | -1,374 | -12.65% | Q1 2026 | Apr 27, 2026 |
| Johnson Financial Group, LLC | History | Added to | 9,462 | 6,180 | 0.41% | 0.36% | 1648 | +993 | 11.73% | Q1 2026 | May 14, 2026 |
| FLC Capital Advisors | History | Added to | 9,443 | 6,168 | 1.1% | 1.18% | 1649 | +71 | 0.76% | Q1 2026 | May 01, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 9,418 | 6,151 | 0.29% | 0.22% | 1650 | +1,806 | 23.73% | Q1 2026 | May 11, 2026 |
| BURNEY CO/ | History | Reduced | 9,365 | 6,117 | 0.19% | 0.24% | 1651 | -1,641 | -14.91% | Q1 2026 | Apr 29, 2026 |
| Trust Co | History | Reduced | 9,356 | 6,111 | 0.57% | 0.75% | 1652 | -2,347 | -20.05% | Q1 2026 | Apr 13, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 9,342 | 6,102 | 2.71% | 3.18% | 1654 | -879 | -8.6% | Q1 2026 | Apr 08, 2026 |
| Vident Advisory, LLC | History | Added to | 9,342 | 6,102 | 0.05% | 0.06% | 1653 | +468 | 5.27% | Q1 2026 | May 14, 2026 |
| TCTC Holdings, LLC | History | Reduced | 9,319 | 6,087 | 0.17% | 0.19% | 1655 | -69 | -0.73% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 8,876 | 6,084 | 1.07% | 1.07% | 1656 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NBT BANK N A /NY | History | Added to | 9,309 | 6,080 | 0.4% | 0.38% | 1657 | +3,481 | 59.73% | Q1 2026 | Apr 28, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 9,304 | 6,077 | 0.12% | 0.14% | 1658 | -1,125 | -10.79% | Q1 2026 | May 11, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 10,683 | 6,054 | 1.91% | 1.47% | 1659 | -895 | -7.73% | Q1 2026 | Apr 23, 2026 |
| First Bank & Trust | History | Added to | 9,268 | 6,053 | 0.98% | 0.76% | 1660 | +2,459 | 36.11% | Q1 2026 | Apr 10, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 9,251 | 6,042 | 0.35% | 0.37% | 1661 | -187 | -1.98% | Q1 2026 | Apr 17, 2026 |
| Glassman Wealth Services | History | Reduced | 9,248 | 6,040 | 0.82% | 0.88% | 1662 | -249 | -2.62% | Q1 2026 | May 04, 2026 |
| Magnus Financial Group LLC | History | Added to | 9,241 | 6,036 | 0.49% | 0.48% | 1663 | +86 | 0.94% | Q1 2026 | Apr 10, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 9,233 | 6,031 | 5.93% | 6.0% | 1664 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 9,209 | 6,015 | 0.57% | 0.61% | 1665 | -75 | -0.81% | Q1 2026 | Apr 13, 2026 |
| Power Alpha Investment Ltd | History | No change | 9,200 | 6,009 | 0.69% | 0.65% | 1666 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 9,184 | 5,998 | 0.0% | 0.01% | 1667 | -14,215 | -60.75% | Q1 2026 | May 13, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 9,184 | 5,998 | 3.55% | 4.8% | 1668 | -439 | -4.56% | Q1 2026 | May 05, 2026 |
| Essential Planning, LLC. | History | Reduced | 9,181 | 5,996 | 1.91% | 2.04% | 1669 | -171 | -1.83% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Added to | 8,389 | 5,984 | 0.09% | 0.07% | 1670 | +2,995 | 55.52% | Q1 2026 | Apr 20, 2026 |
| Nuveen, LLC | History | Reduced | 9,132 | 5,965 | 0.0% | 0.0% | 1671 | -1,738 | -15.99% | Q1 2026 | Apr 30, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 9,128 | 5,962 | 0.81% | 0.88% | 1672 | -178 | -1.91% | Q1 2026 | May 04, 2026 |
| West Branch Capital LLC | History | Reduced | 9,120 | 5,956 | 1.59% | 1.61% | 1673 | -14 | -0.15% | Q1 2026 | Apr 14, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 9,118 | 5,955 | 0.18% | 0.17% | 1674 | +809 | 9.74% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 9,100 | 5,943 | 0.41% | 0.51% | 1675 | -218 | -2.34% | Q1 2026 | Apr 17, 2026 |
| Curat Global, LLC | History | Added to | 9,088 | 5,936 | 5.85% | 4.66% | 1676 | +2,961 | 48.33% | Q1 2026 | Apr 21, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 9,083 | 5,932 | 0.72% | 0.73% | 1677 | +252 | 2.85% | Q1 2026 | Apr 27, 2026 |
| Madson Wealth Advisors Inc | History | New | 9,081 | 5,931 | 4.93% | — | 1678 | +9,081 | New | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 9,066 | 5,922 | 0.13% | 0.12% | 1679 | +496 | 5.79% | Q1 2026 | May 07, 2026 |
| Verity Asset Management, Inc. | History | Added to | 9,019 | 5,890 | 2.47% | 2.57% | 1680 | +279 | 3.19% | Q1 2026 | Apr 21, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 9,013 | 5,887 | 1.08% | 1.26% | 1681 | -46 | -0.51% | Q1 2026 | Apr 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 8,988 | 5,870 | 2.72% | 2.85% | 1682 | -21 | -0.23% | Q1 2026 | May 05, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 8,973 | 5,861 | 2.55% | 2.78% | 1683 | -57 | -0.63% | Q1 2026 | May 14, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 8,950 | 5,846 | 0.65% | 0.72% | 1684 | -54 | -0.6% | Q1 2026 | Apr 13, 2026 |
| GSG Advisors LLC | History | Added to | 8,932 | 5,834 | 1.52% | 1.53% | 1685 | +300 | 3.48% | Q1 2026 | May 13, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 8,930 | 5,833 | 1.85% | 1.92% | 1686 | -178 | -1.95% | Q1 2026 | May 12, 2026 |
| BAYBAN | History | Reduced | 8,902 | 5,814 | 5.05% | 5.4% | 1687 | -25 | -0.28% | Q1 2026 | Apr 24, 2026 |
| Cooper Financial Group | History | Added to | 8,896 | 5,810 | 0.59% | 0.48% | 1688 | +2,258 | 34.02% | Q1 2026 | Apr 07, 2026 |
| Essex Bank | History | Reduced | 8,874 | 5,796 | 1.28% | 1.34% | 1689 | -182 | -2.01% | Q1 2026 | Apr 17, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 8,874 | 5,796 | 3.39% | 3.5% | 1690 | +10 | 0.11% | Q1 2026 | Apr 17, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 8,128 | 5,787 | 1.74% | 1.82% | 1691 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 8,851 | 5,781 | 0.74% | 1.01% | 1692 | -2,565 | -22.47% | Q1 2026 | May 04, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 8,842 | 5,775 | 0.78% | 0.87% | 1693 | -368 | -4.0% | Q1 2026 | Apr 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 8,820 | 5,761 | 0.66% | 0.65% | 1694 | +337 | 3.97% | Q1 2026 | May 11, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 8,801 | 5,748 | 3.73% | 4.21% | 1695 | +166 | 1.92% | Q1 2026 | May 08, 2026 |
| Affiance Financial, LLC | History | Reduced | 8,773 | 5,730 | 0.93% | 0.98% | 1696 | -127 | -1.43% | Q1 2026 | Apr 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 8,773 | 5,730 | 2.49% | 2.64% | 1697 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,738 | 5,707 | 0.06% | 0.06% | 1698 | +197 | 2.31% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 8,726 | 5,699 | 0.59% | 0.59% | 1699 | +425 | 5.12% | Q1 2026 | May 11, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 8,720 | 5,695 | 0.7% | 0.75% | 1700 | -42 | -0.48% | Q1 2026 | May 06, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 8,703 | 5,685 | 1.16% | 1.32% | 1701 | +784 | 9.9% | Q1 2026 | Apr 13, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 8,697 | 5,680 | 6.99% | 6.96% | 1702 | +285 | 3.39% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 8,682 | 5,671 | 1.3% | 1.37% | 1703 | -64 | -0.73% | Q1 2026 | Apr 28, 2026 |
| TRUEFG, LLC | History | Reduced | 8,680 | 5,669 | 1.5% | 1.65% | 1704 | -303 | -3.37% | Q1 2026 | Apr 22, 2026 |
| Colony Family Offices, LLC | History | Added to | 8,677 | 5,667 | 1.4% | 1.3% | 1705 | +1,055 | 13.84% | Q1 2026 | Apr 21, 2026 |
| Keystone Financial Services, LLC | History | Added to | 8,675 | 5,666 | 3.81% | 3.95% | 1706 | +207 | 2.44% | Q1 2026 | Apr 21, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 8,650 | 5,649 | 3.77% | 3.41% | 1707 | +1,264 | 17.11% | Q1 2026 | Apr 13, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 8,646 | 5,647 | 4.31% | 4.37% | 1708 | +153 | 1.8% | Q1 2026 | May 12, 2026 |
| Semus Wealth Partners LLC | History | Added to | 8,644 | 5,646 | 3.15% | 2.95% | 1709 | +638 | 7.97% | Q1 2026 | Apr 24, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 8,643 | 5,645 | 3.08% | 2.88% | 1710 | -40 | -0.46% | Q1 2026 | Apr 20, 2026 |
| Opulen Financial Group LLC | History | Added to | 8,641 | 5,644 | 3.97% | 3.88% | 1711 | +864 | 11.11% | Q1 2026 | Apr 29, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 8,599 | 5,617 | 2.47% | 3.44% | 1712 | -2,465 | -22.28% | Q1 2026 | Apr 27, 2026 |
| HM PAYSON & CO | History | Added to | 8,570 | 5,598 | 0.08% | 0.08% | 1713 | +621 | 7.81% | Q1 2026 | Apr 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 8,555 | 5,587 | 0.13% | 0.14% | 1714 | -68 | -0.79% | Q1 2026 | Apr 29, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 8,555 | 5,587 | 0.64% | 0.67% | 1715 | +20 | 0.23% | Q1 2026 | May 15, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 8,546 | 5,582 | 2.08% | 1.72% | 1717 | +1,974 | 30.04% | Q1 2026 | Apr 20, 2026 |
| Forum Financial Management, LP | History | Reduced | 8,546 | 5,582 | 0.08% | 0.08% | 1716 | -821 | -8.76% | Q1 2026 | Apr 23, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 8,535 | 5,575 | 3.05% | 5.03% | 1718 | -5,008 | -36.98% | Q1 2026 | Apr 28, 2026 |
| MAYPORT, LLC | History | Added to | 8,520 | 5,565 | 1.03% | 0.53% | 1719 | +4,648 | 120.04% | Q1 2026 | Apr 21, 2026 |
| KWMG, LLC | History | Reduced | 8,498 | 5,550 | 0.46% | 0.5% | 1720 | -8 | -0.09% | Q1 2026 | Apr 09, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,495 | 5,548 | 0.13% | 0.12% | 1721 | +1,738 | 25.72% | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Added to | 7,741 | 5,534 | 2.93% | 2.41% | 1722 | +1,688 | 27.89% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 8,470 | 5,532 | 2.03% | 2.21% | 1723 | -482 | -5.38% | Q1 2026 | May 08, 2026 |
| Arista Wealth Management, LLC | History | Added to | 8,446 | 5,517 | 0.67% | 0.71% | 1724 | +63 | 0.75% | Q1 2026 | Apr 30, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 8,426 | 5,504 | 2.32% | 2.48% | 1725 | -240 | -2.77% | Q1 2026 | Apr 28, 2026 |
| M3 Advisory Group, LLC | History | Added to | 8,408 | 5,492 | 3.39% | 3.5% | 1726 | +26 | 0.31% | Q1 2026 | Apr 22, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 8,403 | 5,489 | 5.15% | 3.8% | 1727 | +2,125 | 33.85% | Q1 2026 | May 08, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 8,394 | 5,483 | 3.4% | 3.61% | 1728 | +29 | 0.35% | Q1 2026 | May 22, 2026 |
| Peak Asset Management, LLC | History | Reduced | 8,384 | 5,476 | 0.97% | 0.98% | 1729 | -38 | -0.45% | Q1 2026 | May 14, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 8,380 | 5,474 | 4.91% | — | 1730 | +8,380 | New | Q1 2026 | May 05, 2026 |
| American Trust | History | Reduced | 8,345 | 5,450 | 0.48% | 0.51% | 1731 | -491 | -5.56% | Q1 2026 | May 01, 2026 |
| Advisor OS, LLC | History | Added to | 8,332 | 5,442 | 0.39% | 0.23% | 1732 | +4,235 | 103.37% | Q1 2026 | May 07, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 8,308 | 5,426 | 0.67% | 0.69% | 1733 | -114 | -1.35% | Q1 2026 | May 04, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 8,273 | 5,403 | 0.67% | 0.74% | 1734 | -355 | -4.11% | Q1 2026 | May 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 8,213 | 5,364 | 0.04% | 0.03% | 1735 | +1,885 | 29.79% | Q1 2026 | May 14, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 8,207 | 5,360 | 4.07% | 4.84% | 1736 | -953 | -10.4% | Q1 2026 | Apr 30, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 8,155 | 5,327 | 2.46% | 2.78% | 1737 | +181 | 2.27% | Q1 2026 | Apr 16, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 8,154 | 5,326 | 1.37% | 1.81% | 1738 | -3,164 | -27.96% | Q1 2026 | Apr 28, 2026 |
| Financial Council, LLC | History | Reduced | 8,151 | 5,324 | 2.05% | 2.24% | 1739 | -38 | -0.46% | Q1 2026 | Apr 21, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 8,139 | 5,317 | 1.74% | 1.76% | 1740 | +485 | 6.34% | Q1 2026 | Apr 24, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 8,137 | 5,315 | 0.45% | 0.6% | 1741 | -2,321 | -22.19% | Q1 2026 | May 05, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 8,125 | 5,307 | 1.23% | 1.59% | 1742 | -10 | -0.12% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 8,123 | 5,305 | 0.32% | 0.33% | 1743 | -17 | -0.21% | Q1 2026 | May 01, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 8,090 | 5,284 | 5.03% | 5.24% | 1744 | +104 | 1.3% | Q1 2026 | May 04, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 8,063 | 5,266 | 0.52% | 0.5% | 1745 | +404 | 5.27% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 8,062 | 5,266 | 0.14% | 0.15% | 1746 | +226 | 2.88% | Q1 2026 | May 12, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 8,055 | 5,261 | 1.62% | 1.74% | 1747 | -40 | -0.49% | Q1 2026 | May 06, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 8,050 | 5,258 | 1.81% | 1.5% | 1748 | +2,033 | 33.79% | Q1 2026 | Apr 28, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 7,364 | 5,241 | 1.25% | 1.27% | 1749 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 8,019 | 5,238 | 0.39% | 0.46% | 1750 | -194 | -2.36% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 8,010 | 5,232 | 0.01% | 0.05% | 1751 | -22,260 | -73.54% | Q1 2026 | May 11, 2026 |
| SNS Financial Group, LLC | History | Reduced | 7,990 | 5,218 | 0.45% | 0.47% | 1752 | -9 | -0.11% | Q1 2026 | Apr 14, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 7,975 | 5,209 | 0.15% | 0.12% | 1753 | +1,657 | 26.23% | Q1 2026 | May 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 7,975 | 5,209 | 2.08% | 2.29% | 1754 | -124 | -1.53% | Q1 2026 | Apr 21, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 7,878 | 5,203 | 4.41% | 4.64% | 1755 | +160 | 2.07% | Q1 2026 | May 15, 2026 |
| DAVIS R M INC | History | Added to | 7,942 | 5,187 | 0.09% | 0.07% | 1756 | +1,995 | 33.55% | Q1 2026 | May 13, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 8,163 | 5,182 | 0.3% | 0.29% | 1757 | +329 | 4.2% | Q1 2026 | May 14, 2026 |
| Beacon Bank & Trust | History | Added to | 7,932 | 5,181 | 1.06% | 1.06% | 1758 | +332 | 4.37% | Q1 2026 | Apr 28, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 7,931 | 5,180 | 1.6% | 1.96% | 1759 | -788 | -9.04% | Q1 2026 | May 13, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 7,898 | 5,158 | 0.37% | 0.4% | 1760 | +75 | 0.96% | Q1 2026 | Apr 29, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 7,892 | 5,154 | 3.56% | 4.09% | 1761 | +4 | 0.05% | Q1 2026 | Apr 21, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 7,887 | 5,151 | 1.83% | 1.97% | 1762 | -27 | -0.34% | Q1 2026 | Apr 15, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 7,885 | 5,150 | 3.01% | 3.04% | 1763 | +23 | 0.29% | Q1 2026 | May 14, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 7,855 | 5,131 | 0.83% | 0.77% | 1764 | +596 | 8.21% | Q1 2026 | May 08, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 7,836 | 5,118 | 0.86% | 0.84% | 1765 | +263 | 3.47% | Q1 2026 | Apr 29, 2026 |
| Rinkey Investments | History | Reduced | 7,831 | 5,115 | 1.31% | 1.36% | 1766 | -11 | -0.14% | Q1 2026 | May 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 7,809 | 5,101 | 0.94% | 0.14% | 1767 | +6,731 | 624.4% | Q1 2026 | Apr 15, 2026 |
| Pachira Investments Inc. | History | Reduced | 7,799 | 5,094 | 2.38% | 2.88% | 1768 | -836 | -9.68% | Q1 2026 | Apr 27, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 7,796 | 5,092 | 0.79% | 0.98% | 1769 | -917 | -10.52% | Q1 2026 | May 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 7,795 | 5,091 | 0.33% | 0.3% | 1770 | +1,188 | 17.98% | Q1 2026 | May 07, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 7,792 | 5,089 | 2.56% | 2.74% | 1771 | -73 | -0.93% | Q1 2026 | Apr 16, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,773 | 5,077 | 0.46% | 0.39% | 1772 | -1,747 | -18.35% | Q1 2026 | May 14, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Added to | 7,763 | 5,070 | 0.74% | 0.73% | 1773 | +200 | 2.64% | Q1 2026 | May 07, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 7,755 | 5,065 | 3.36% | 3.7% | 1774 | -256 | -3.2% | Q1 2026 | May 04, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 7,732 | 5,050 | 0.93% | 0.97% | 1775 | -209 | -2.63% | Q1 2026 | May 11, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 7,952 | 5,048 | 0.21% | 0.24% | 1776 | +1,591 | 25.01% | Q1 2026 | Apr 27, 2026 |
| Alpha Advisors, LLC/VA | History | Reduced | 7,728 | 5,048 | 3.98% | 4.12% | 1777 | -79 | -1.01% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 7,727 | 5,047 | 0.31% | 0.31% | 1778 | +554 | 7.72% | Q1 2026 | May 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 7,685 | 5,019 | 1.4% | 1.38% | 1779 | +200 | 2.67% | Q1 2026 | May 11, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 7,649 | 4,996 | 2.69% | 2.94% | 1780 | -430 | -5.32% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 7,586 | 4,991 | 1.02% | 1.0% | 1781 | +2,873 | 60.96% | Q1 2026 | May 11, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 7,629 | 4,983 | 3.46% | 3.45% | 1782 | +251 | 3.4% | Q1 2026 | May 08, 2026 |
| Auxano Advisors, LLC | History | Reduced | 7,628 | 4,982 | 0.99% | 1.04% | 1783 | -63 | -0.82% | Q1 2026 | May 01, 2026 |
| Aufman Associates Inc | History | Reduced | 7,626 | 4,981 | 2.44% | 2.7% | 1784 | -76 | -0.99% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 7,616 | 4,975 | 4.36% | 4.63% | 1785 | +57 | 0.75% | Q1 2026 | May 06, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 7,615 | 4,974 | 0.82% | 0.76% | 1786 | +980 | 14.77% | Q1 2026 | Apr 21, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 7,592 | 4,958 | 0.7% | 1.23% | 1787 | -2,113 | -21.77% | Q1 2026 | Apr 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 7,539 | 4,925 | 1.28% | 1.5% | 1788 | -290 | -3.7% | Q1 2026 | May 06, 2026 |
| Rathbones Group PLC | History | Reduced | 7,531 | 4,919 | 0.02% | 0.02% | 1789 | -254 | -3.26% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | Reduced | 7,527 | 4,917 | 0.37% | 0.42% | 1790 | -344 | -4.37% | Q1 2026 | May 08, 2026 |
| Avail Investment Partners, LLC | History | New | 7,520 | 4,912 | 5.25% | — | 1791 | +7,520 | New | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 7,505 | 4,902 | 0.08% | 0.11% | 1792 | +962 | 14.7% | Q1 2026 | May 11, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 7,504 | 4,901 | 4.25% | 8.08% | 1793 | -6,167 | -45.11% | Q1 2026 | May 07, 2026 |
| Tufton Capital Management | History | Added to | 7,501 | 4,899 | 0.89% | 0.87% | 1794 | +238 | 3.28% | Q1 2026 | May 12, 2026 |
| Trust Co of the South | History | Reduced | 7,416 | 4,844 | 0.78% | 0.82% | 1795 | -48 | -0.64% | Q1 2026 | Apr 06, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 7,413 | 4,842 | 4.45% | 4.6% | 1796 | +38 | 0.52% | Q1 2026 | Apr 08, 2026 |
| Nemes Rush Group LLC | History | Reduced | 7,411 | 4,840 | 0.46% | 0.51% | 1797 | -524 | -6.6% | Q1 2026 | Apr 21, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | Reduced | 7,405 | 4,837 | 0.34% | 0.32% | 1798 | -85 | -1.13% | Q1 2026 | May 04, 2026 |
| Austin Private Wealth, LLC | History | No change | 7,050 | 4,828 | 0.36% | 0.36% | 1799 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 7,384 | 4,823 | 0.77% | 0.79% | 1800 | -3 | -0.04% | Q1 2026 | May 15, 2026 |
| Madison Asset Management, LLC | History | Added to | 7,378 | 4,819 | 0.06% | 0.06% | 1801 | +200 | 2.79% | Q1 2026 | May 07, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 7,377 | 4,818 | 2.64% | 2.67% | 1802 | +45 | 0.61% | Q1 2026 | Apr 30, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 7,340 | 4,794 | 0.66% | 0.69% | 1803 | -66 | -0.89% | Q1 2026 | May 14, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 7,338 | 4,793 | 0.38% | 0.39% | 1804 | +8 | 0.11% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Reduced | 7,337 | 4,792 | 0.03% | 0.03% | 1805 | -95 | -1.28% | Q1 2026 | May 13, 2026 |
| Oxinas Partners, LLC | History | Added to | 7,332 | 4,789 | 2.19% | 2.29% | 1806 | +397 | 5.72% | Q1 2026 | Apr 10, 2026 |
| Piedmont Capital Management, LLC/NC | History | Added to | 7,325 | 4,784 | 3.19% | 3.3% | 1807 | +4 | 0.05% | Q1 2026 | Apr 21, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 7,313 | 4,777 | 0.17% | 0.16% | 1808 | +477 | 6.98% | Q1 2026 | May 11, 2026 |
| Atlas Brown,Inc. | History | Reduced | 7,309 | 4,774 | 1.44% | 1.52% | 1809 | -156 | -2.09% | Q1 2026 | Apr 17, 2026 |
| Berkeley, Inc | History | Reduced | 7,295 | 4,765 | 1.6% | 1.66% | 1810 | -318 | -4.18% | Q1 2026 | Apr 24, 2026 |
| Independence Bank of Kentucky | History | Added to | 7,269 | 4,748 | 0.6% | 0.62% | 1811 | +21 | 0.29% | Q1 2026 | Apr 30, 2026 |
| LVZ, Inc. | History | Reduced | 7,261 | 4,743 | 0.54% | 0.63% | 1812 | -1,028 | -12.4% | Q1 2026 | Apr 28, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 7,251 | 4,736 | 2.29% | 2.26% | 1813 | -74 | -1.01% | Q1 2026 | May 08, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 7,233 | 4,724 | 2.52% | 2.69% | 1814 | -57 | -0.78% | Q1 2026 | May 07, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 7,229 | 4,722 | 2.56% | 2.42% | 1815 | +1,080 | 17.56% | Q1 2026 | May 14, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 7,226 | 4,720 | 1.39% | 1.42% | 1816 | +77 | 1.08% | Q1 2026 | Apr 17, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 7,222 | 4,717 | 0.56% | 0.59% | 1817 | -238 | -3.19% | Q1 2026 | Apr 21, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 7,204 | 4,705 | 3.58% | 3.8% | 1818 | -400 | -5.26% | Q1 2026 | Apr 30, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 7,200 | 4,703 | 0.91% | 0.95% | 1819 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 7,174 | 4,686 | 2.61% | 2.62% | 1820 | +102 | 1.44% | Q1 2026 | Apr 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 7,172 | 4,684 | 1.04% | 1.12% | 1821 | -327 | -4.36% | Q1 2026 | May 21, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 7,148 | 4,669 | 0.63% | 0.73% | 1822 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | History | Reduced | 7,138 | 4,662 | 1.06% | 1.04% | 1823 | -13 | -0.18% | Q1 2026 | May 11, 2026 |
| Reflection Asset Management | History | No change | 6,742 | 4,660 | 3.31% | 3.31% | 1824 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 7,134 | 4,659 | 2.71% | 2.78% | 1825 | +318 | 4.67% | Q1 2026 | May 13, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 7,131 | 4,658 | 0.19% | 0.29% | 1826 | -3,699 | -34.16% | Q1 2026 | Apr 16, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 6,229 | 4,645 | 0.28% | 0.27% | 1827 | +65 | 1.05% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 7,107 | 4,642 | 0.22% | 0.34% | 1828 | -3,521 | -33.13% | Q1 2026 | Apr 27, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 7,095 | 4,634 | 3.16% | 2.71% | 1829 | +1,191 | 20.17% | Q1 2026 | May 04, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 7,077 | 4,622 | 0.78% | 0.78% | 1830 | +146 | 2.11% | Q1 2026 | Apr 28, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 7,066 | 4,615 | 0.15% | 0.25% | 1831 | -5,102 | -41.93% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 7,062 | 4,613 | 0.53% | 0.6% | 1832 | +9 | 0.13% | Q1 2026 | May 08, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 7,053 | 4,606 | 0.42% | 0.47% | 1834 | -42 | -0.59% | Q1 2026 | Apr 23, 2026 |
| KKM Financial LLC | History | No change | 6,726 | 4,606 | 0.82% | 0.82% | 1833 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 7,049 | 4,604 | 0.79% | 1.05% | 1835 | +494 | 7.54% | Q1 2026 | Apr 09, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 7,046 | 4,602 | 3.19% | 2.87% | 1836 | +716 | 11.31% | Q1 2026 | Apr 07, 2026 |
| Hudson Bay Capital Management LP | History | New | 7,000 | 4,572 | 0.02% | — | 1837 | +7,000 | New | Q1 2026 | May 13, 2026 |
| DAVIDSON TRUST CO | History | No change | 6,975 | 4,556 | 1.96% | 1.99% | 1838 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 6,967 | 4,550 | 1.88% | 1.98% | 1839 | -51 | -0.73% | Q1 2026 | Apr 08, 2026 |
| Weaver Consulting Group | History | Reduced | 6,954 | 4,542 | 1.08% | 1.17% | 1840 | -25 | -0.36% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 6,944 | 4,537 | 3.82% | 4.05% | 1841 | +17 | 0.25% | Q1 2026 | Apr 22, 2026 |
| McMillan Office, Inc. | History | No change | 6,944 | 4,535 | 0.58% | 0.57% | 1842 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prostatis Group LLC | History | Reduced | 6,929 | 4,526 | 1.16% | 1.42% | 1843 | -1,753 | -20.19% | Q1 2026 | May 12, 2026 |
| First Western Trust Bank | History | Added to | 6,924 | 4,522 | 0.23% | 0.14% | 1844 | +2,771 | 66.72% | Q1 2026 | May 12, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 6,922 | 4,521 | 3.64% | 4.04% | 1845 | -515 | -6.92% | Q1 2026 | Apr 16, 2026 |
| Inspire Advisors, LLC | History | Added to | 6,913 | 4,515 | 0.37% | 0.32% | 1847 | +1,788 | 34.89% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 6,912 | 4,515 | 0.78% | 0.83% | 1846 | -24 | -0.35% | Q1 2026 | May 12, 2026 |
| Dentgroup LLC | History | No change | 6,580 | 4,506 | 3.09% | 3.09% | 1848 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 6,894 | 4,503 | 0.71% | 0.78% | 1849 | -411 | -5.63% | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 6,884 | 4,496 | 0.47% | 0.52% | 1850 | +1,129 | 19.62% | Q1 2026 | Apr 23, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 6,870 | 4,487 | 1.84% | 1.92% | 1851 | -88 | -1.26% | Q1 2026 | Apr 23, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 6,867 | 4,485 | 0.51% | 0.53% | 1852 | +282 | 4.28% | Q1 2026 | Apr 07, 2026 |
| LOM Asset Management Ltd | History | Reduced | 6,865 | 4,484 | 1.29% | 1.39% | 1853 | -130 | -1.86% | Q1 2026 | May 05, 2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 6,858 | 4,479 | 11.12% | 13.97% | 1854 | -537 | -7.26% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 6,850 | 4,474 | 0.61% | 0.66% | 1855 | -137 | -1.96% | Q1 2026 | May 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 6,848 | 4,472 | 0.17% | 0.14% | 1856 | +493 | 7.76% | Q1 2026 | May 15, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 6,826 | 4,458 | 0.18% | 0.2% | 1857 | -717 | -9.51% | Q1 2026 | Apr 21, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 6,813 | 4,450 | 1.87% | 1.83% | 1858 | +702 | 11.49% | Q1 2026 | May 11, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 6,811 | 4,448 | 0.38% | 0.38% | 1860 | +854 | 14.34% | Q1 2026 | Apr 09, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 6,811 | 4,448 | 1.84% | 1.9% | 1859 | -28 | -0.41% | Q1 2026 | May 06, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 6,776 | 4,426 | 1.69% | 0.48% | 1861 | -515 | -7.06% | Q1 2026 | May 05, 2026 |
| Sage Capital Advisors,llc | History | Added to | 6,769 | 4,421 | 1.03% | 1.1% | 1862 | +10 | 0.15% | Q1 2026 | Apr 07, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 6,768 | 4,420 | 0.44% | 0.46% | 1863 | +77 | 1.15% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 6,452 | 4,419 | 0.49% | 0.49% | 1864 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cassilly Financial Group LLC | History | Added to | 6,763 | 4,417 | 3.83% | 3.91% | 1865 | +308 | 4.77% | Q1 2026 | Apr 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 6,749 | 4,408 | 1.2% | 1.29% | 1866 | -370 | -5.2% | Q1 2026 | May 13, 2026 |
| New Jersey Better Educational Savings Trust | History | New | 6,724 | 4,392 | 7.21% | — | 1867 | +6,724 | New | Q1 2026 | Apr 30, 2026 |
| BOS Asset Management, LLC | History | Reduced | 6,704 | 4,379 | 1.12% | 1.45% | 1868 | -1,229 | -15.49% | Q1 2026 | Apr 08, 2026 |
| Stokes Family Office, LLC | History | Reduced | 6,703 | 4,378 | 0.45% | 0.43% | 1869 | -182 | -2.64% | Q1 2026 | May 11, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 6,695 | 4,373 | 1.61% | 1.66% | 1870 | -2 | -0.03% | Q1 2026 | Apr 30, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 6,678 | 4,362 | 0.29% | 0.33% | 1871 | -330 | -4.71% | Q1 2026 | May 12, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 6,671 | 4,357 | 0.46% | 0.72% | 1872 | +975 | 17.12% | Q1 2026 | Apr 17, 2026 |
| Oldfather Financial Services, LLC | History | No change | 6,353 | 4,351 | 1.3% | 1.3% | 1873 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 6,654 | 4,346 | 1.41% | 1.47% | 1874 | -64 | -0.95% | Q1 2026 | Apr 21, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 6,645 | 4,340 | 0.77% | 0.85% | 1875 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WNY Asset Management, LLC | History | New | 6,643 | 4,339 | 0.45% | — | 1876 | +6,643 | New | Q1 2026 | May 22, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 6,623 | 4,326 | 4.87% | 3.86% | 1877 | +1,649 | 33.15% | Q1 2026 | Apr 14, 2026 |
| Vision Retirement, LLC | History | Reduced | 6,622 | 4,325 | 1.23% | 1.54% | 1878 | -1,753 | -20.93% | Q1 2026 | May 07, 2026 |
| Forza Wealth Management, LLC | History | Added to | 6,598 | 4,309 | 1.5% | 1.53% | 1879 | +417 | 6.75% | Q1 2026 | Apr 30, 2026 |
| Helium Advisors LLC | History | Reduced | 6,589 | 4,303 | 4.09% | 4.59% | 1880 | -30 | -0.45% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 6,575 | 4,294 | 0.2% | 0.27% | 1881 | -1,221 | -15.66% | Q1 2026 | Apr 06, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 6,568 | 4,290 | 0.06% | 0.08% | 1882 | -1,845 | -21.93% | Q1 2026 | May 13, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 6,556 | 4,282 | 0.64% | 0.62% | 1883 | +407 | 6.62% | Q1 2026 | Apr 09, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 6,549 | 4,277 | 0.81% | 0.75% | 1884 | -650 | -9.03% | Q1 2026 | May 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 6,537 | 4,270 | 0.28% | 0.28% | 1885 | -11 | -0.17% | Q1 2026 | May 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 6,514 | 4,255 | 1.42% | 1.48% | 1886 | -70 | -1.06% | Q1 2026 | May 08, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 6,495 | 4,242 | 0.05% | 0.04% | 1887 | +928 | 16.67% | Q1 2026 | May 15, 2026 |
| Straight Path Wealth Management | History | Added to | 6,490 | 4,239 | 1.13% | 1.2% | 1888 | +16 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Investors Research Corp | History | Added to | 6,486 | 4,236 | 0.81% | 0.81% | 1889 | +7 | 0.11% | Q1 2026 | Apr 03, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 6,474 | 4,228 | 0.38% | 0.37% | 1890 | +601 | 10.23% | Q1 2026 | May 01, 2026 |
| Intelligent Financial Strategies | History | Added to | 6,463 | 4,221 | 2.2% | 2.13% | 1891 | +2 | 0.03% | Q1 2026 | Apr 28, 2026 |
| MAIRS & POWER INC | History | Reduced | 6,461 | 4,220 | 0.04% | 0.04% | 1892 | -20 | -0.31% | Q1 2026 | May 13, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 6,460 | 4,219 | 1.0% | 1.08% | 1893 | -160 | -2.42% | Q1 2026 | Apr 30, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 5,899 | 4,214 | 0.8% | 0.82% | 1894 | +20 | 0.34% | Q1 2026 | Apr 29, 2026 |
| J.M. Arbour, LLC | History | Added to | 6,445 | 4,210 | 4.04% | 3.23% | 1895 | +1,719 | 36.37% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 6,439 | 4,206 | 1.07% | 1.03% | 1896 | +889 | 16.02% | Q1 2026 | Apr 29, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 6,429 | 4,199 | 1.45% | 1.63% | 1897 | -270 | -4.03% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 6,427 | 4,198 | 1.12% | 1.05% | 1898 | +628 | 10.83% | Q1 2026 | Apr 16, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 6,400 | 4,180 | 0.36% | 0.53% | 1899 | +1,000 | 18.52% | Q1 2026 | May 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 6,396 | 4,177 | 1.41% | 1.56% | 1900 | -451 | -6.59% | Q1 2026 | May 13, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 6,383 | 4,169 | 0.52% | 2.61% | 1901 | -26,572 | -80.63% | Q1 2026 | May 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 6,383 | 4,169 | 1.39% | 1.23% | 1902 | +159 | 2.55% | Q1 2026 | Apr 29, 2026 |
| Michels Family Financial, LLC | History | Reduced | 6,360 | 4,154 | 3.0% | 3.21% | 1903 | -22 | -0.34% | Q1 2026 | Apr 24, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 6,352 | 4,149 | 2.02% | 2.14% | 1904 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 6,351 | 4,148 | 0.36% | 0.13% | 1905 | +3,591 | 130.11% | Q1 2026 | May 14, 2026 |
| OFS Enterprise LLC | History | New | 6,349 | 4,147 | 1.22% | — | 1906 | +6,349 | New | Q1 2026 | Apr 09, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 6,346 | 4,145 | 0.56% | 0.63% | 1907 | -528 | -7.68% | Q1 2026 | May 12, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 6,346 | 4,145 | 2.36% | 2.75% | 1908 | -81 | -1.26% | Q1 2026 | Apr 16, 2026 |
| CoreFirst Bank & Trust | History | Added to | 6,345 | 4,144 | 2.2% | 2.25% | 1909 | +275 | 4.53% | Q1 2026 | Jun 03, 2026 |
| Liberty Capital Management, Inc. | History | No change | 6,050 | 4,143 | 0.77% | 0.77% | 1910 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 6,337 | 4,139 | 0.45% | 0.52% | 1911 | -578 | -8.36% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 6,317 | 4,126 | 0.4% | 0.39% | 1912 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 6,303 | 4,117 | 1.0% | 1.03% | 1913 | -5 | -0.08% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Added to | 6,301 | 4,116 | 0.05% | 0.05% | 1914 | +269 | 4.46% | Q1 2026 | May 07, 2026 |
| Arlington Trust Co LLC | History | No change | 6,296 | 4,112 | 0.36% | 0.44% | 1915 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Maxele Advisors, LLC | History | No change | 5,993 | 4,105 | 3.34% | 3.34% | 1916 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GDS Wealth Management | History | Added to | 6,276 | 4,099 | 0.25% | 0.26% | 1917 | +237 | 3.92% | Q1 2026 | Apr 27, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | New | 6,268 | 4,094 | 1.01% | — | 1919 | +6,268 | New | Q1 2026 | Apr 07, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 6,269 | 4,094 | 3.76% | 3.69% | 1918 | +355 | 6.0% | Q1 2026 | May 05, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 6,260 | 4,089 | 2.16% | 2.3% | 1920 | +190 | 3.13% | Q1 2026 | Apr 23, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 6,234 | 4,072 | 0.46% | 0.49% | 1921 | -30 | -0.48% | Q1 2026 | Apr 21, 2026 |
| First County Bank /CT/ | History | No change | 6,235 | 4,072 | 2.17% | 2.24% | 1922 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 6,225 | 4,066 | 0.68% | 0.71% | 1923 | +131 | 2.15% | Q1 2026 | May 01, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 6,221 | 4,063 | 1.56% | — | 1924 | +6,221 | New | Q1 2026 | Apr 28, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 6,213 | 4,059 | 2.8% | 3.75% | 1925 | -2,121 | -25.45% | Q1 2026 | Apr 28, 2026 |
| Wealth Management Nebraska | History | Added to | 6,205 | 4,053 | 0.41% | 0.48% | 1926 | +25 | 0.4% | Q1 2026 | May 15, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 6,186 | 4,041 | 0.15% | 0.15% | 1927 | -49 | -0.79% | Q1 2026 | Apr 24, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 6,178 | 4,035 | 1.23% | 1.45% | 1928 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Evensky & Katz LLC | History | Reduced | 6,138 | 4,009 | 0.23% | 0.25% | 1929 | -219 | -3.45% | Q1 2026 | Apr 22, 2026 |
| SMART Wealth LLC | History | Added to | 6,137 | 4,008 | 1.17% | 0.78% | 1930 | +2,419 | 65.06% | Q1 2026 | Apr 23, 2026 |
| Tudor Financial Inc. | History | Reduced | 6,121 | 3,998 | 2.04% | 2.18% | 1931 | -95 | -1.53% | Q1 2026 | May 15, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 6,116 | 3,995 | 1.02% | 0.85% | 1932 | +971 | 18.87% | Q1 2026 | Apr 17, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 6,106 | 3,988 | 1.18% | 1.27% | 1933 | -33 | -0.54% | Q1 2026 | Apr 24, 2026 |
| American Financial Advisors, LLC | History | Reduced | 6,099 | 3,983 | 0.53% | 0.55% | 1934 | -160 | -2.56% | Q1 2026 | May 13, 2026 |
| Plan Group Financial, LLC | History | Reduced | 6,088 | 3,976 | 0.93% | 1.37% | 1936 | -1,607 | -20.88% | Q1 2026 | Apr 13, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 5,805 | 3,976 | 0.57% | 0.57% | 1935 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 6,081 | 3,971 | 1.31% | 2.07% | 1937 | +63 | 1.05% | Q1 2026 | Apr 20, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 6,079 | 3,970 | 0.14% | 0.14% | 1938 | -125 | -2.01% | Q1 2026 | May 06, 2026 |
| ERn Financial, LLC | History | Reduced | 6,060 | 3,958 | 0.74% | 0.79% | 1939 | -61 | -1.0% | Q1 2026 | Apr 24, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 6,045 | 3,948 | 2.46% | — | 1940 | +6,045 | New | Q1 2026 | Apr 14, 2026 |
| Edge Financial Advisors LLC | History | No change | 5,758 | 3,943 | 1.66% | 1.66% | 1941 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 6,031 | 3,939 | 0.21% | 0.23% | 1942 | -47 | -0.77% | Q1 2026 | Apr 24, 2026 |
| INVESTED ADVISORS | History | Reduced | 6,012 | 3,927 | 3.97% | 4.28% | 1943 | -24 | -0.4% | Q1 2026 | Apr 29, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 6,007 | 3,923 | 0.95% | 1.08% | 1944 | -166 | -2.69% | Q1 2026 | Apr 14, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Reduced | 6,006 | 3,922 | 2.44% | 3.13% | 1945 | -10 | -0.17% | Q1 2026 | Apr 02, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 5,970 | 3,899 | 4.65% | 3.49% | 1946 | +94 | 1.6% | Q1 2026 | Apr 28, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 5,953 | 3,888 | 0.54% | 0.55% | 1947 | +125 | 2.14% | Q1 2026 | Apr 30, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 5,953 | 3,888 | 0.74% | 0.79% | 1948 | -116 | -1.91% | Q1 2026 | Apr 09, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 5,936 | 3,877 | 0.43% | 0.45% | 1949 | +56 | 0.95% | Q1 2026 | May 14, 2026 |
| Fulcrum Capital LLC | History | Reduced | 5,885 | 3,844 | 0.83% | 0.87% | 1950 | -413 | -6.56% | Q1 2026 | Apr 30, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 5,871 | 3,834 | 1.26% | 1.28% | 1951 | -1,062 | -15.32% | Q1 2026 | Apr 15, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 5,860 | 3,827 | 0.19% | 0.18% | 1952 | +236 | 4.2% | Q1 2026 | May 08, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 5,406 | 3,823 | 0.42% | 0.54% | 1953 | -266 | -4.69% | Q1 2026 | May 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,842 | 3,816 | 0.18% | 0.18% | 1954 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Management, Inc. | History | Added to | 5,840 | 3,814 | 1.31% | 0.94% | 1955 | +1,905 | 48.41% | Q1 2026 | Apr 22, 2026 |
| Fonville Wealth Management LLC | History | Added to | 5,838 | 3,813 | 0.73% | 0.79% | 1956 | +228 | 4.06% | Q1 2026 | Apr 20, 2026 |
| Alaethes Wealth, LLC | History | Added to | 5,824 | 3,804 | 1.08% | 1.12% | 1957 | +29 | 0.5% | Q1 2026 | May 12, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 5,814 | 3,798 | 0.3% | 0.31% | 1958 | -69 | -1.17% | Q1 2026 | Apr 22, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 5,543 | 3,796 | 3.65% | 3.65% | 1959 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| CIM, LLC | History | Reduced | 5,802 | 3,789 | 0.55% | 0.58% | 1960 | -701 | -10.78% | Q1 2026 | May 18, 2026 |
| Renasant Bank | History | Added to | 5,795 | 3,785 | 2.68% | 0.77% | 1961 | +4,144 | 251.0% | Q1 2026 | Apr 29, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 5,786 | 3,779 | 1.39% | 1.38% | 1962 | +78 | 1.37% | Q1 2026 | Apr 09, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 5,774 | 3,771 | 1.49% | 1.61% | 1963 | -195 | -3.27% | Q1 2026 | May 26, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 5,771 | 3,769 | 0.5% | 0.32% | 1964 | +2,167 | 60.13% | Q1 2026 | Apr 27, 2026 |
| MOTCO | History | Reduced | 5,768 | 3,767 | 0.35% | 0.46% | 1965 | -1,668 | -22.43% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 5,204 | 3,749 | 0.62% | 0.86% | 1966 | -2,137 | -29.11% | Q1 2026 | May 08, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | Added to | 5,737 | 3,747 | 2.97% | 2.69% | 1967 | +115 | 2.05% | Q1 2026 | Apr 30, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 5,732 | 3,744 | 0.21% | 0.22% | 1968 | -272 | -4.53% | Q1 2026 | Apr 21, 2026 |
| Ipswich Investment Management Co., Inc. | History | Added to | 5,731 | 3,743 | 0.88% | 0.91% | 1969 | +19 | 0.33% | Q1 2026 | Apr 10, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 5,724 | 3,738 | 0.06% | 0.05% | 1970 | +341 | 6.33% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 5,701 | 3,723 | 0.8% | 0.48% | 1971 | +1,873 | 48.93% | Q1 2026 | Apr 30, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 5,676 | 3,707 | 1.1% | 1.12% | 1972 | -133 | -2.29% | Q1 2026 | Apr 20, 2026 |
| Aspen Investment Management Inc | History | Added to | 5,660 | 3,697 | 1.13% | 1.14% | 1973 | +133 | 2.41% | Q1 2026 | Apr 15, 2026 |
| Mason & Associates, LLC | History | No change | 5,661 | 3,697 | 0.85% | 0.88% | 1974 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Biltmore Family Office, LLC | History | Added to | 5,657 | 3,695 | 0.52% | 0.52% | 1975 | +118 | 2.13% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 5,658 | 3,695 | 2.93% | 3.1% | 1976 | -63 | -1.1% | Q1 2026 | Apr 21, 2026 |
| Mattson Financial Services, LLC | History | Added to | 5,650 | 3,690 | 0.88% | 0.54% | 1977 | +2,273 | 67.31% | Q1 2026 | May 11, 2026 |
| Richmond Investment Services, LLC | History | Added to | 5,648 | 3,689 | 0.6% | 0.53% | 1978 | +1,151 | 25.59% | Q1 2026 | Apr 29, 2026 |
| Ridgepath Capital Management LLC | History | Added to | 5,644 | 3,686 | 1.83% | 1.64% | 1979 | +308 | 5.77% | Q1 2026 | May 07, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 5,630 | 3,677 | 2.79% | 2.54% | 1980 | +1,176 | 26.4% | Q1 2026 | Apr 27, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 5,619 | 3,670 | 1.22% | 0.87% | 1981 | +1,503 | 36.52% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | No change | 5,617 | 3,669 | 0.36% | 0.37% | 1982 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 5,602 | 3,659 | 1.35% | 1.62% | 1983 | -1,056 | -15.86% | Q1 2026 | Apr 16, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 5,595 | 3,654 | 0.24% | 0.24% | 1984 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 5,577 | 3,642 | 0.52% | 0.38% | 1985 | +1,725 | 44.78% | Q1 2026 | May 26, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 5,566 | 3,635 | 0.47% | 0.51% | 1986 | +121 | 2.22% | Q1 2026 | Apr 27, 2026 |
| REAP Financial Group, LLC | History | Added to | 5,556 | 3,629 | 0.72% | 0.64% | 1987 | +922 | 19.9% | Q1 2026 | May 11, 2026 |
| Corsicana & Co. | History | Reduced | 6,439 | 3,618 | 2.29% | 2.52% | 1988 | -105 | -1.6% | Q1 2026 | May 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 5,508 | 3,598 | 0.3% | 0.31% | 1989 | -164 | -2.89% | Q1 2026 | May 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 5,501 | 3,593 | 0.26% | 0.28% | 1990 | -93 | -1.66% | Q1 2026 | May 07, 2026 |
| Roxbury Financial LLC | History | Added to | 5,490 | 3,586 | 3.22% | 3.2% | 1991 | +288 | 5.54% | Q1 2026 | Apr 17, 2026 |
| Berman McAleer LLC | History | Added to | 5,489 | 3,585 | 0.49% | 0.51% | 1992 | +92 | 1.7% | Q1 2026 | Apr 17, 2026 |
| ARS Investment Partners, LLC | History | Added to | 5,487 | 3,584 | 0.19% | 0.22% | 1993 | +7 | 0.13% | Q1 2026 | Apr 16, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 5,483 | 3,581 | 3.21% | 5.27% | 1994 | +288 | 5.54% | Q1 2026 | May 11, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 5,442 | 3,554 | 0.89% | 0.96% | 1995 | +31 | 0.57% | Q1 2026 | May 07, 2026 |
| Tenzing Financial LLC | History | Reduced | 5,150 | 3,551 | 2.66% | 2.86% | 1996 | -3 | -0.06% | Q1 2026 | Apr 15, 2026 |
| Wealth Care LLC | History | New | 5,423 | 3,542 | 3.15% | — | 1997 | +5,423 | New | Q1 2026 | Apr 24, 2026 |
| Old North State Trust, LLC | History | No change | 5,396 | 3,525 | 2.09% | 2.19% | 1998 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 5,396 | 3,524 | 1.27% | 2.82% | 1999 | -6,060 | -52.9% | Q1 2026 | May 06, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 5,384 | 3,516 | 1.7% | 2.76% | 2000 | -3,108 | -36.6% | Q1 2026 | May 12, 2026 |