iSHARES TRUST - IWB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 10,453,379 | 3,637,283 | 1.75% | 2.64% | 1 | -1,124,576 | -9.71% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 10,059,810 | 3,586,925 | 0.19% | 0.19% | 2 | +215,618 | 2.19% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,155,585 | 1,838,275 | 0.13% | 0.13% | 3 | +240,695 | 4.9% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,343,242 | 1,548,626 | 0.41% | 0.51% | 4 | -224,704 | -4.92% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Reduced | 2,799,423 | 998,162 | 3.42% | 3.39% | 5 | -31,609 | -1.12% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,658,525 | 947,923 | 0.13% | 0.13% | 6 | -33,241 | -1.23% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 2,536,712 | 904,489 | 0.24% | 0.25% | 7 | +85,699 | 3.5% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,329,545 | 830,622 | 0.48% | 0.47% | 8 | +32,054 | 1.4% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 2,029,785 | 723,741 | 0.04% | 0.05% | 9 | -60,090 | -2.88% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,932,956 | 689,384 | 0.77% | 0.83% | 10 | -22,249 | -1.14% | Q1 2026 | May 14, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 1,641,733 | 585,376 | 12.59% | 13.01% | 11 | +179,128 | 12.25% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 1,641,733 | 585,376 | 10.9% | 11.22% | 12 | +179,128 | 12.25% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Reduced | 1,638,420 | 584,195 | 0.01% | 0.01% | 13 | -578,721 | -26.1% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,579,924 | 563,337 | 0.11% | 0.11% | 14 | -32,781 | -2.03% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,419,562 | 506,158 | 4.09% | 4.28% | 15 | +16,281 | 1.16% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,380,105 | 492,090 | 0.3% | 0.31% | 16 | +57,860 | 4.38% | Q1 2026 | May 07, 2026 |
| BOKF, NA | History | Reduced | 1,287,018 | 458,899 | 7.02% | 7.41% | 17 | -10,131 | -0.78% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,279,821 | 456,330 | 0.8% | 0.83% | 18 | +114,867 | 9.86% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,266,451 | 439,040 | 0.03% | 0.03% | 19 | -76,444 | -5.69% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,168,747 | 416,728 | 0.05% | 0.06% | 20 | -215,876 | -15.59% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,138,383 | 405,901 | 0.06% | 0.06% | 21 | +228,752 | 25.15% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,112,041 | 396,546 | 1.58% | 1.6% | 22 | +2,524 | 0.23% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 892,182 | 318,117 | 0.39% | 0.34% | 23 | +116,249 | 14.98% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 849,980 | 303,068 | 0.55% | 0.41% | 24 | +504,045 | 145.71% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 800,125 | 285,303 | 0.4% | 0.41% | 25 | +55,090 | 7.39% | Q1 2026 | May 15, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 791,000 | 282,038 | 2.17% | 2.17% | 26 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 784,742 | 279,807 | 0.41% | 0.45% | 27 | -7,775 | -0.98% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Management, LLC | History | Reduced | 708,202 | 252,516 | 14.73% | 15.29% | 28 | -2,273 | -0.32% | Q1 2026 | Apr 22, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 646,320 | 230,451 | 12.41% | 12.9% | 29 | -2,713 | -0.42% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 642,293 | 229,016 | 0.16% | 0.18% | 30 | -15,045 | -2.29% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 609,704 | 217,396 | 1.66% | 1.67% | 31 | +16,768 | 2.83% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 592,068 | 211,107 | 0.07% | 0.07% | 32 | -39,321 | -6.23% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 580,691 | 207,051 | 0.24% | 0.24% | 33 | +33,867 | 6.19% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 552,047 | 206,156 | 0.35% | 0.35% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 535,026 | 199,800 | 0.8% | 0.8% | 35 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALLSTATE CORP | History | Reduced | 552,584 | 197,029 | 2.11% | 5.5% | 36 | -525,586 | -48.75% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 524,139 | 186,887 | 0.2% | 0.2% | 37 | +43,792 | 9.12% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 521,919 | 186,095 | 0.08% | 0.07% | 38 | +66,790 | 14.67% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 515,288 | 183,730 | 0.85% | 0.55% | 39 | +27,562 | 5.65% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 479,707 | 174,710 | 0.04% | 0.04% | 40 | -13,806 | -2.8% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 442,559 | 157,798 | 0.41% | 0.31% | 41 | +135,222 | 44.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 429,657 | 153,198 | 0.21% | 0.23% | 42 | -24,422 | -5.38% | Q1 2026 | Apr 27, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 395,325 | 140,956 | 14.61% | 16.51% | 43 | -13,923 | -3.4% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 377,116 | 134,464 | 0.02% | 0.03% | 44 | -158,143 | -29.55% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 377,746 | 133,582 | 0.18% | — | 45 | +377,746 | New | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 361,081 | 128,747 | 0.14% | 0.14% | 46 | +8,550 | 2.43% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 341,619 | 121,807 | 0.05% | 0.04% | 47 | +12,300 | 3.73% | Q1 2026 | May 13, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 340,935 | 121,563 | 32.07% | 32.02% | 48 | +7,386 | 2.21% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 333,625 | 117,952 | 0.24% | 0.26% | 49 | -174,969 | -34.4% | Q1 2026 | Apr 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 325,497 | 116,059 | 0.06% | 0.07% | 50 | +3,141 | 0.97% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 319,023 | 113,750 | 0.85% | 0.99% | 51 | -7,546 | -2.31% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 298,262 | 106,348 | 1.71% | 1.88% | 52 | -504 | -0.17% | Q1 2026 | May 15, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 290,982 | 103,752 | 13.51% | 14.31% | 53 | -185 | -0.06% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 272,506 | 97,164 | 0.37% | — | 54 | +272,506 | New | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 272,499 | 97,162 | 0.3% | 0.31% | 55 | -9,377 | -3.33% | Q1 2026 | May 13, 2026 |
| Johns Hopkins University | History | No change | 264,479 | 94,302 | 6.83% | 7.19% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 263,864 | 94,083 | 0.46% | 0.41% | 57 | +66,626 | 33.78% | Q1 2026 | May 11, 2026 |
| AMG National Trust Bank | History | Added to | 260,127 | 92,750 | 2.01% | 2.11% | 58 | +20,258 | 8.45% | Q1 2026 | May 04, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 249,440 | 88,940 | 7.27% | 7.84% | 59 | +1,607 | 0.65% | Q1 2026 | Apr 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 247,303 | 88,178 | 5.08% | 5.27% | 60 | -5,404 | -2.14% | Q1 2026 | Apr 20, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 250,382 | 86,805 | 0.66% | — | 61 | +250,382 | New | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 229,201 | 81,723 | 0.13% | 0.14% | 62 | -3,029 | -1.3% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 150,714 | 76,211 | 0.49% | 0.38% | 63 | +3,109 | 2.11% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 206,661 | 73,716 | 0.11% | 0.1% | 64 | +21,440 | 11.58% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Reduced | 206,406 | 73,596 | 1.02% | 1.1% | 65 | -3,407 | -1.62% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 203,909 | 72,705 | 0.12% | 0.11% | 66 | +2,035 | 1.01% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 200,572 | 71,515 | 0.88% | 0.96% | 67 | +277 | 0.14% | Q1 2026 | May 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 205,438 | 71,219 | 0.06% | 0.05% | 68 | +44,880 | 27.95% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 199,371 | 71,087 | 3.98% | 4.26% | 69 | -3,063 | -1.51% | Q1 2026 | Apr 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 195,697 | 69,777 | 4.21% | 4.58% | 70 | -4,489 | -2.24% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 192,546 | 68,654 | 0.06% | 0.09% | 71 | -63,861 | -24.91% | Q1 2026 | May 12, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 189,374 | 67,523 | 2.28% | 2.37% | 72 | -4,434 | -2.29% | Q1 2026 | Apr 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 182,403 | 65,037 | 0.95% | 1.04% | 73 | +2,651 | 1.47% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 180,267 | 64,276 | 0.03% | 0.03% | 74 | -4,730 | -2.56% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 179,474 | 61,336 | 0.09% | 0.06% | 75 | -18,471 | -9.33% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 169,884 | 60,573 | 0.17% | 0.16% | 76 | -4,978 | -2.85% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 168,512 | 60,085 | 0.15% | 0.17% | 77 | -3,103 | -1.81% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 168,327 | 60,018 | 0.03% | 0.03% | 78 | +17,493 | 11.6% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | New | 309 | 58,971 | 0.06% | — | 79 | +309 | New | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 164,874 | 58,787 | 0.01% | 0.01% | 80 | -2,658 | -1.59% | Q1 2026 | May 05, 2026 |
| Enclave Advisors LLC | History | Reduced | 161,579 | 57,612 | 7.9% | 8.58% | 81 | -651 | -0.4% | Q1 2026 | Apr 13, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 161,066 | 57,429 | 2.42% | 2.29% | 82 | -5,002 | -3.01% | Q1 2026 | Apr 28, 2026 |
| Mason & Associates Inc | History | Reduced | 164,995 | 57,198 | 11.08% | 11.71% | 83 | -1,632 | -0.98% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 155,710 | 55,520 | 0.08% | 0.09% | 84 | -30,708 | -16.47% | Q1 2026 | Apr 27, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 153,195 | 54,623 | 23.96% | 24.19% | 85 | +12,698 | 9.04% | Q1 2026 | Apr 21, 2026 |
| Napier Financial, LLC | History | Reduced | 152,330 | 54,314 | 12.46% | 14.23% | 86 | -212 | -0.14% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 149,294 | 53,231 | 0.49% | 0.37% | 87 | +70,352 | 89.12% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 146,636 | 52,284 | 0.29% | 0.27% | 88 | -57,565 | -28.19% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 146,399 | 52,200 | 0.28% | 0.3% | 89 | +31,266 | 27.16% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 141,727 | 50,532 | 0.62% | 0.69% | 90 | -1,747 | -1.22% | Q1 2026 | May 12, 2026 |
| JT Stratford LLC | History | Added to | 140,000 | 49,918 | 6.35% | 6.68% | 91 | +690 | 0.5% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 138,445 | 49,364 | 0.09% | 0.1% | 92 | -13,681 | -8.99% | Q1 2026 | May 14, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 131,275 | 46,807 | 3.72% | 3.25% | 93 | +16,390 | 14.27% | Q1 2026 | Apr 27, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 130,159 | 46,409 | 4.21% | 4.54% | 94 | -4,556 | -3.38% | Q1 2026 | May 04, 2026 |
| Keel Point, LLC | History | No change | 123,791 | 46,228 | 2.79% | 2.79% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 129,164 | 46,054 | 0.1% | 0.1% | 96 | +13,859 | 12.02% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 127,789 | 45,564 | 0.14% | 0.01% | 97 | +119,974 | 1535.18% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 124,298 | 44,319 | 0.7% | 0.75% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DT Investment Partners, LLC | History | Added to | 123,821 | 44,149 | 3.67% | 3.69% | 99 | +4,590 | 3.85% | Q1 2026 | May 14, 2026 |
| Jordan Park Group LLC | History | Reduced | 123,264 | 43,951 | 2.34% | 2.78% | 100 | -5,169 | -4.02% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 122,783 | 43,779 | 4.1% | 4.28% | 101 | +664 | 0.54% | Q1 2026 | Apr 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 122,120 | 43,543 | 0.04% | 0.04% | 102 | +50,760 | 71.13% | Q1 2026 | May 15, 2026 |
| Brewster Financial Planning LLC | History | Added to | 119,982 | 42,780 | 25.88% | 26.95% | 103 | +2,526 | 2.15% | Q1 2026 | May 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 119,455 | 42,592 | 0.08% | 0.09% | 104 | -15,000 | -11.16% | Q1 2026 | May 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 116,843 | 41,662 | 0.91% | 0.91% | 105 | -619 | -0.53% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 116,424 | 41,512 | 4.66% | 4.47% | 106 | +409 | 0.35% | Q1 2026 | Apr 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 112,708 | 40,187 | 1.14% | 1.23% | 107 | -1,620 | -1.42% | Q1 2026 | May 12, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 112,594 | 40,146 | 21.49% | 23.12% | 108 | -2,300 | -2.0% | Q1 2026 | Apr 20, 2026 |
| American Financial Advisors, LLC | History | Reduced | 108,328 | 38,625 | 5.15% | 5.35% | 109 | -2,651 | -2.39% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 107,418 | 38,300 | 1.78% | 1.83% | 110 | -21 | -0.02% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 105,492 | 38,131 | 0.78% | 0.83% | 111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 105,534 | 37,629 | 1.99% | 2.06% | 112 | -3,014 | -2.78% | Q1 2026 | Apr 29, 2026 |
| Busey Bank | History | Reduced | 104,619 | 37,302 | 1.01% | 1.03% | 113 | -94 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Constellation Investments, Inc. | History | No change | 101,441 | 36,169 | 1.2% | 1.17% | 114 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 93,093 | 36,114 | 8.6% | 8.95% | 115 | -1,871 | -1.97% | Q1 2026 | Apr 24, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 97,981 | 34,936 | 5.15% | 5.15% | 116 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pitcairn Wealth Advisors LLC | History | Added to | 92,276 | 34,460 | 3.17% | 2.97% | 117 | +4,009 | 4.54% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 95,969 | 34,218 | 0.01% | 0.01% | 118 | +7,812 | 8.86% | Q1 2026 | May 13, 2026 |
| St. Louis Trust Co | History | Reduced | 95,825 | 34,167 | 3.99% | 4.13% | 119 | -650 | -0.67% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 94,537 | 33,707 | 4.14% | 4.37% | 120 | -1,275 | -1.33% | Q1 2026 | Apr 10, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 90,670 | 32,329 | 4.4% | 5.08% | 121 | -264 | -0.29% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 89,506 | 31,914 | 0.05% | 0.06% | 122 | +7,205 | 8.75% | Q1 2026 | May 15, 2026 |
| Legacy Advisors, LLC | History | Reduced | 89,267 | 31,829 | 3.75% | 3.58% | 123 | -40 | -0.04% | Q1 2026 | May 05, 2026 |
| SACHEM HILL LLC | History | Reduced | 88,231 | 31,459 | 6.09% | 6.56% | 124 | -2,233 | -2.47% | Q1 2026 | May 13, 2026 |
| Parker Investment Management, LLC | History | Reduced | 87,063 | 31,043 | 4.71% | 4.62% | 125 | -270 | -0.31% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 87,001 | 31,021 | 0.74% | 0.75% | 126 | +1,330 | 1.55% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 86,682 | 30,907 | 0.39% | 0.4% | 127 | +1,466 | 1.72% | Q1 2026 | Apr 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 86,531 | 30,853 | 2.7% | 2.85% | 128 | -863 | -0.99% | Q1 2026 | May 12, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 85,266 | 30,402 | 15.29% | 15.57% | 129 | -82 | -0.1% | Q1 2026 | May 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 85,158 | 30,363 | 0.85% | 0.83% | 130 | +4 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Karpus Management, Inc. | History | Added to | 85,096 | 30,341 | 0.95% | 0.97% | 131 | +98 | 0.12% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 82,482 | 29,813 | 0.34% | 0.35% | 132 | -2,779 | -3.26% | Q1 2026 | Apr 28, 2026 |
| May Hill Capital, LLC | History | Reduced | 83,571 | 29,797 | 7.48% | 8.54% | 133 | -1,230 | -1.45% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 82,761 | 29,509 | 0.23% | 0.27% | 134 | -7,557 | -8.37% | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | Reduced | 82,562 | 29,438 | 2.38% | 2.55% | 135 | -1,039 | -1.24% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 81,907 | 29,205 | 0.23% | 0.25% | 136 | +2,014 | 2.52% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 81,829 | 29,176 | 0.11% | 0.14% | 137 | -12,067 | -12.85% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 80,895 | 28,843 | 0.08% | 0.08% | 138 | +4,751 | 6.24% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 78,550 | 28,007 | 0.02% | 0.03% | 139 | -4,566 | -5.49% | Q1 2026 | May 12, 2026 |
| Opus Capital Group, LLC | History | Reduced | 78,036 | 27,824 | 2.99% | 3.18% | 140 | -638 | -0.81% | Q1 2026 | Apr 30, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 77,651 | 27,687 | 9.3% | 9.29% | 141 | +1,579 | 2.08% | Q1 2026 | Apr 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 76,990 | 27,451 | 0.21% | 0.22% | 142 | -374 | -0.48% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 76,819 | 27,390 | 0.15% | 0.17% | 143 | -652 | -0.84% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 74,728 | 26,645 | 0.15% | 0.17% | 144 | -4,592 | -5.79% | Q1 2026 | Apr 30, 2026 |
| Allen Investment Management, LLC | History | Reduced | 73,992 | 26,398 | 0.33% | 0.32% | 145 | -3,800 | -4.88% | Q1 2026 | May 07, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 73,877 | 26,341 | 0.02% | 0.02% | 146 | -8,091 | -9.87% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 68,977 | 25,758 | 0.8% | 0.8% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 68,084 | 25,425 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 71,246 | 25,391 | 1.72% | 1.92% | 149 | -2,585 | -3.5% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 67,297 | 23,995 | 0.29% | 0.29% | 150 | -688 | -1.01% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 66,767 | 23,806 | 0.13% | 0.13% | 151 | +6,914 | 11.55% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 65,258 | 23,268 | 0.19% | 0.19% | 152 | +22,194 | 51.54% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 64,842 | 23,120 | 0.0% | 0.0% | 153 | +35,742 | 122.82% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 58,955 | 22,749 | 1.46% | 1.58% | 154 | -3,025 | -4.88% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 62,346 | 22,230 | 0.46% | 0.47% | 155 | -1,294 | -2.03% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 61,171 | 21,811 | 0.21% | 0.23% | 156 | -663 | -1.07% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 61,120 | 21,792 | 0.11% | 0.1% | 157 | +13,041 | 27.12% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Added to | 59,206 | 21,110 | 0.29% | 0.28% | 158 | +2,871 | 5.1% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 59,203 | 21,109 | 0.38% | 0.39% | 159 | +241 | 0.41% | Q1 2026 | Apr 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 59,035 | 21,049 | 0.63% | 0.67% | 160 | -37 | -0.06% | Q1 2026 | May 13, 2026 |
| DAVIS R M INC | History | Reduced | 58,937 | 21,014 | 0.37% | 0.39% | 161 | -1,755 | -2.89% | Q1 2026 | May 13, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 58,079 | 20,708 | 3.13% | 2.73% | 162 | +10,103 | 21.06% | Q1 2026 | May 01, 2026 |
| GM Advisory Group, LLC | History | Reduced | 57,402 | 20,467 | 0.79% | 0.85% | 163 | -477 | -0.82% | Q1 2026 | Apr 28, 2026 |
| Single Point Partners, LLC | History | Reduced | 56,780 | 20,245 | 4.03% | 4.23% | 164 | -512 | -0.89% | Q1 2026 | Apr 15, 2026 |
| Trust Point Inc. | History | Reduced | 55,275 | 19,708 | 1.71% | 1.67% | 165 | -1,389 | -2.45% | Q1 2026 | Apr 15, 2026 |
| Legal & General Group Plc | History | Added to | 54,670 | 19,500 | 0.0% | 0.0% | 166 | +6,240 | 12.88% | Q1 2026 | May 08, 2026 |
| Paragon Capital Management LLC | History | Reduced | 54,299 | 19,360 | 9.58% | 10.37% | 167 | -515 | -0.94% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 54,265 | 19,348 | 0.7% | 0.75% | 168 | +471 | 0.88% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 54,743 | 19,305 | 0.04% | 0.04% | 169 | +876 | 1.63% | Q1 2026 | May 01, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 53,891 | 19,215 | 6.25% | 6.54% | 170 | -3,003 | -5.28% | Q1 2026 | May 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 51,368 | 19,183 | 1.43% | 1.43% | 171 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 51,754 | 18,453 | 14.76% | 16.07% | 172 | -155 | -0.3% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 50,880 | 18,141 | 0.01% | 0.01% | 173 | +1,851 | 3.78% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 50,724 | 18,086 | 0.38% | 0.32% | 174 | +10,620 | 26.48% | Q1 2026 | Apr 27, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 50,463 | 17,993 | 0.36% | 0.35% | 175 | -740 | -1.45% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 50,138 | 17,877 | 0.08% | 0.08% | 176 | +2,078 | 4.32% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 50,000 | 17,828 | 0.03% | 0.31% | 177 | -449,000 | -89.98% | Q1 2026 | May 14, 2026 |
| Auxano Advisors, LLC | History | Reduced | 49,756 | 17,740 | 3.54% | 3.85% | 178 | -2,405 | -4.61% | Q1 2026 | May 01, 2026 |
| SCS Capital Management LLC | History | Reduced | 48,996 | 17,470 | 0.19% | 0.19% | 179 | -140 | -0.28% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 47,625 | 17,113 | 0.16% | 0.24% | 180 | -12,969 | -21.4% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 47,428 | 16,911 | 0.33% | 0.33% | 181 | +2,961 | 6.66% | Q1 2026 | Apr 14, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 46,963 | 16,745 | 1.38% | 1.56% | 182 | -644 | -1.35% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 46,531 | 16,591 | 0.0% | 0.0% | 183 | -37,206 | -44.43% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 43,891 | 16,390 | 0.01% | 0.0% | 184 | +16,773 | 61.85% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 45,888 | 16,361 | 0.04% | 0.05% | 185 | -5,192 | -10.16% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 45,847 | 16,347 | 0.99% | 0.61% | 186 | -638,491 | -93.3% | Q1 2026 | May 12, 2026 |
| Rice Partnership, LLC | History | Added to | 45,746 | 16,311 | 2.23% | 2.27% | 187 | +754 | 1.68% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 45,173 | 16,107 | 0.03% | 0.02% | 188 | +3,110 | 7.39% | Q1 2026 | May 06, 2026 |
| Glassman Wealth Services | History | Reduced | 42,852 | 15,279 | 2.08% | 2.18% | 189 | -403 | -0.93% | Q1 2026 | May 04, 2026 |
| Latigo Investments, LLC | History | No change | 42,556 | 15,173 | 7.56% | 7.82% | 190 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 42,229 | 15,057 | 0.1% | 0.1% | 191 | +1,137 | 2.77% | Q1 2026 | Apr 27, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 41,790 | 14,900 | 1.72% | 1.96% | 192 | -446 | -1.06% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 37,759 | 14,816 | 0.19% | 0.18% | 193 | +20 | 0.05% | Q1 2026 | May 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 41,533 | 14,809 | 0.37% | 0.4% | 194 | +901 | 2.22% | Q1 2026 | Apr 15, 2026 |
| Clarius Group, LLC | History | No change | 39,400 | 14,713 | 0.84% | 0.84% | 195 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 41,161 | 14,676 | 1.69% | 1.77% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 41,136 | 14,667 | 0.87% | 0.91% | 197 | -1,131 | -2.68% | Q1 2026 | May 11, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 40,625 | 14,485 | 1.04% | 1.09% | 198 | -1,554 | -3.68% | Q1 2026 | Apr 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 40,216 | 14,339 | 0.85% | 0.88% | 199 | +48 | 0.12% | Q1 2026 | May 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 39,555 | 14,103 | 0.22% | 0.22% | 200 | -3 | -0.01% | Q1 2026 | May 15, 2026 |
| CHARTIST INC /CA/ | History | Reduced | 39,253 | 13,996 | 10.05% | 10.07% | 201 | -542 | -1.36% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 39,109 | 13,953 | 0.04% | 0.04% | 202 | -4,350 | -10.01% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | New | 38,947 | 13,887 | 0.01% | — | 203 | +38,947 | New | Q1 2026 | Apr 16, 2026 |
| Glenview Trust Co | History | Added to | 38,808 | 13,837 | 0.22% | 0.22% | 204 | +33 | 0.09% | Q1 2026 | May 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 38,634 | 13,775 | 1.15% | 1.5% | 205 | -13,048 | -25.25% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 37,811 | 13,481 | 0.06% | 0.06% | 206 | +2,096 | 5.87% | Q1 2026 | Apr 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 36,977 | 13,184 | 0.18% | 0.18% | 207 | +362 | 0.99% | Q1 2026 | May 01, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 36,958 | 13,177 | 0.36% | 0.39% | 208 | -12 | -0.03% | Q1 2026 | May 07, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 36,748 | 13,102 | 10.05% | 10.21% | 209 | +607 | 1.68% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,387 | 12,974 | 0.03% | 0.03% | 210 | +798 | 2.24% | Q1 2026 | Apr 22, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 34,516 | 12,306 | 0.47% | 0.55% | 211 | -348 | -1.0% | Q1 2026 | Apr 29, 2026 |
| Curi Capital, LLC | History | Reduced | 34,110 | 12,162 | 0.22% | 0.23% | 212 | -816 | -2.34% | Q1 2026 | May 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 33,477 | 11,936 | 0.65% | 0.66% | 213 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 33,468 | 11,933 | 3.13% | 3.37% | 214 | -1,527 | -4.36% | Q1 2026 | May 13, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 33,254 | 11,857 | 9.43% | 10.02% | 215 | -444 | -1.32% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 32,819 | 11,793 | 0.06% | 0.09% | 216 | -15,002 | -31.37% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 32,858 | 11,715 | 0.14% | 0.14% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| St. Clair Advisors, LLC | History | Added to | 32,760 | 11,680 | 3.11% | 1.28% | 218 | +19,482 | 146.72% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY COUNSELLING INC | History | No change | 32,448 | 11,569 | 32.18% | 32.16% | 219 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 28,336 | 11,400 | 0.23% | 0.24% | 220 | +257 | 0.92% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 31,739 | 11,316 | 0.4% | — | 221 | +31,739 | New | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 31,729 | 11,313 | 0.19% | 0.2% | 222 | -50 | -0.16% | Q1 2026 | Apr 21, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 31,495 | 11,229 | 0.18% | 0.08% | 223 | +17,385 | 123.21% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 29,989 | 11,153 | 0.81% | 0.81% | 224 | +750 | 2.57% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 30,467 | 10,863 | 0.05% | 0.06% | 225 | -750 | -2.4% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 30,430 | 10,850 | 0.12% | 0.13% | 226 | -826 | -2.64% | Q1 2026 | Apr 28, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 30,429 | 10,849 | 0.7% | 0.73% | 227 | +5 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | New | 30,377 | 10,831 | 0.12% | — | 228 | +30,377 | New | Q1 2026 | May 12, 2026 |
| Fire Capital Management LLC | History | Reduced | 30,198 | 10,767 | 5.04% | 5.8% | 229 | -933 | -3.0% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 29,429 | 10,492 | 0.2% | 0.21% | 230 | -201 | -0.68% | Q1 2026 | May 12, 2026 |
| Firestone Capital Management | History | Reduced | 28,955 | 10,324 | 2.15% | 2.31% | 231 | -213 | -0.73% | Q1 2026 | May 08, 2026 |
| Hamilton Capital, LLC | History | Reduced | 28,905 | 10,306 | 0.53% | 0.6% | 232 | -2,977 | -9.34% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 28,834 | 10,281 | 0.08% | 0.09% | 233 | -1,995 | -6.47% | Q1 2026 | Apr 15, 2026 |
| Centennial Bank/AR/ | History | Reduced | 28,514 | 10,166 | 3.65% | 4.62% | 234 | -2,576 | -8.29% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | No change | 28,310 | 10,094 | 0.61% | 0.66% | 235 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 28,275 | 10,081 | 0.05% | 0.06% | 236 | -103 | -0.36% | Q1 2026 | May 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 27,600 | 9,841 | 0.07% | 0.07% | 237 | -225 | -0.81% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 27,389 | 9,765 | 0.74% | 0.8% | 238 | +227 | 0.84% | Q1 2026 | Apr 27, 2026 |
| Brown Financial Advisory | History | Reduced | 27,359 | 9,754 | 4.84% | 5.3% | 239 | -699 | -2.49% | Q1 2026 | Apr 24, 2026 |
| Cannell & Spears LLC | History | Added to | 27,323 | 9,742 | 0.19% | 0.19% | 240 | +123 | 0.45% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 27,196 | 9,697 | 0.74% | 0.76% | 241 | -64 | -0.23% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 26,854 | 9,574 | 0.08% | 0.08% | 242 | -1,219 | -4.34% | Q1 2026 | May 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 26,770 | 9,545 | 0.51% | 0.61% | 243 | -2,961 | -9.96% | Q1 2026 | May 06, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 26,760 | 9,541 | 2.03% | 2.21% | 244 | +601 | 2.3% | Q1 2026 | May 08, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 25,732 | 9,539 | 6.43% | 6.51% | 245 | +273 | 1.07% | Q1 2026 | Apr 10, 2026 |
| Sepio Capital, LP | History | Reduced | 26,737 | 9,533 | 0.52% | 0.55% | 246 | -418 | -1.54% | Q1 2026 | May 13, 2026 |
| Utah Retirement Systems | History | Added to | 26,382 | 9,406 | 0.1% | 0.06% | 247 | +9,700 | 58.15% | Q1 2026 | May 15, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 25,921 | 9,242 | 11.41% | 11.14% | 248 | +481 | 1.89% | Q1 2026 | Apr 29, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 25,598 | 9,127 | 2.82% | 2.82% | 249 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 25,506 | 9,094 | 0.13% | 0.14% | 250 | +2,512 | 10.92% | Q1 2026 | Apr 10, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 25,347 | 9,037 | 0.94% | 1.01% | 251 | -150 | -0.59% | Q1 2026 | Apr 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 25,102 | 8,950 | 0.85% | 0.93% | 252 | -1,185 | -4.51% | Q1 2026 | Apr 23, 2026 |
| Caprock Group, LLC | History | Added to | 24,998 | 8,913 | 0.22% | 0.19% | 253 | +1,233 | 5.19% | Q1 2026 | May 11, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 24,920 | 8,885 | 1.41% | 1.75% | 254 | -415 | -1.64% | Q1 2026 | Apr 17, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 24,550 | 8,753 | 0.21% | 0.19% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 24,276 | 8,655 | 4.09% | 4.25% | 256 | -202 | -0.83% | Q1 2026 | Apr 13, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 21,509 | 8,590 | 5.41% | 5.91% | 257 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tudor Financial Inc. | History | Reduced | 23,716 | 8,456 | 4.32% | 4.58% | 258 | -244 | -1.02% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 23,643 | 8,430 | 0.35% | 0.36% | 259 | -2,575 | -9.82% | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 23,409 | 8,346 | 0.82% | 0.84% | 260 | -71 | -0.3% | Q1 2026 | Apr 30, 2026 |
| Campion Asset Management | History | Reduced | 23,397 | 8,342 | 5.66% | 6.16% | 261 | -360 | -1.52% | Q1 2026 | May 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 23,032 | 8,212 | 0.83% | 0.87% | 262 | +4 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Omega Financial Group, LLC | History | Reduced | 22,793 | 8,127 | 2.64% | 3.0% | 263 | -1,600 | -6.56% | Q1 2026 | May 12, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 22,771 | 8,119 | 0.98% | 1.02% | 264 | -1,132 | -4.74% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Reduced | 22,671 | 8,083 | 0.18% | 0.18% | 265 | -86 | -0.38% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 22,592 | 8,055 | 0.12% | 0.09% | 266 | +8,991 | 66.11% | Q1 2026 | May 12, 2026 |
| Circle Wealth Management, LLC | History | Added to | 22,128 | 7,889 | 0.11% | 0.13% | 267 | +7 | 0.03% | Q1 2026 | May 11, 2026 |
| Klingman & Associates, LLC | History | Added to | 22,034 | 7,856 | 0.38% | 0.39% | 268 | +230 | 1.05% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 22,016 | 7,849 | 0.24% | 0.14% | 269 | +9,021 | 69.42% | Q1 2026 | May 14, 2026 |
| NewSquare Capital LLC | History | Reduced | 21,777 | 7,764 | 0.67% | 0.73% | 270 | -309 | -1.4% | Q1 2026 | May 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 21,668 | 7,726 | 0.08% | 0.18% | 271 | -20,627 | -48.77% | Q1 2026 | Apr 27, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 21,465 | 7,653 | 5.34% | 5.45% | 272 | -493 | -2.25% | Q1 2026 | Apr 21, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 21,231 | 7,570 | 0.12% | 0.14% | 273 | -92 | -0.43% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 21,093 | 7,525 | 0.05% | 0.05% | 274 | -883 | -4.02% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,100 | 7,523 | 0.0% | 0.0% | 275 | -44,595 | -67.88% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 21,027 | 7,497 | 0.13% | 0.14% | 276 | +7,211 | 52.19% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 20,862 | 7,438 | 0.25% | 0.26% | 277 | +3 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 20,534 | 7,321 | 4.01% | 4.12% | 278 | -206 | -0.99% | Q1 2026 | Apr 30, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 20,523 | 7,317 | 0.39% | 0.41% | 279 | -5 | -0.02% | Q1 2026 | Apr 08, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 20,010 | 7,134 | 0.93% | 0.93% | 280 | +15 | 0.08% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 19,996 | 7,130 | 0.01% | 0.01% | 281 | +1,623 | 8.83% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 19,939 | 7,109 | 0.05% | 0.04% | 282 | +1,507 | 8.18% | Q1 2026 | May 05, 2026 |
| Monument Capital Management | History | Added to | 19,833 | 7,071 | 1.77% | 1.84% | 283 | +4 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 18,802 | 7,021 | 0.51% | 0.51% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Added to | 17,927 | 6,971 | 0.1% | 0.12% | 285 | +1,718 | 10.6% | Q1 2026 | Apr 20, 2026 |
| Avestar Capital, LLC | History | Reduced | 19,539 | 6,966 | 0.45% | 0.48% | 286 | -160 | -0.81% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 18,637 | 6,959 | 0.14% | 0.14% | 287 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 19,276 | 6,873 | 0.07% | 0.07% | 288 | -167 | -0.86% | Q1 2026 | Apr 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 19,267 | 6,869 | 0.03% | 0.02% | 289 | +928 | 5.06% | Q1 2026 | Apr 24, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 19,234 | 6,858 | 1.15% | 1.23% | 290 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 19,207 | 6,848 | 0.48% | 0.35% | 291 | +1,440 | 8.1% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,166 | 6,833 | 0.09% | 0.1% | 292 | +138 | 0.73% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 19,070 | 6,799 | 0.05% | 0.02% | 293 | +13,513 | 243.17% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 18,987 | 6,770 | 0.33% | 8.41% | 294 | -455,154 | -96.0% | Q1 2026 | Apr 17, 2026 |
| Breakwater Capital Group | History | Added to | 18,954 | 6,758 | 0.9% | 0.97% | 295 | +277 | 1.48% | Q1 2026 | Apr 20, 2026 |
| Tidal Investments LLC | History | Added to | 18,883 | 6,732 | 0.01% | 0.02% | 296 | +1,286 | 7.31% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,540 | 6,610 | 0.06% | 0.08% | 297 | -9,156 | -33.06% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Added to | 18,302 | 6,525 | 0.12% | 0.13% | 298 | +50 | 0.27% | Q1 2026 | Apr 16, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 18,174 | 6,480 | 0.13% | 0.12% | 299 | +1,992 | 12.31% | Q1 2026 | May 04, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 17,764 | 6,333 | 0.34% | 0.31% | 300 | +842 | 4.98% | Q1 2026 | Apr 13, 2026 |
| Hirtle & Co., LLC | History | No change | 17,595 | 6,273 | 0.21% | 0.22% | 301 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 17,531 | 6,250 | 3.73% | 4.58% | 302 | -12 | -0.07% | Q1 2026 | May 06, 2026 |
| Garde Capital, Inc. | History | Reduced | 17,408 | 6,206 | 0.37% | 0.39% | 303 | -79 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Csenge Advisory Group | History | Reduced | 17,266 | 6,156 | 0.28% | 0.29% | 304 | -41 | -0.24% | Q1 2026 | Apr 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 17,255 | 6,152 | 1.05% | 1.09% | 305 | -19 | -0.11% | Q1 2026 | May 04, 2026 |
| FCA CORP /TX | History | Reduced | 17,168 | 6,121 | 1.73% | 1.87% | 306 | -565 | -3.19% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 17,068 | 6,085 | 0.14% | 0.15% | 307 | +738 | 4.52% | Q1 2026 | May 11, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 16,925 | 6,035 | 0.77% | 0.84% | 308 | -258 | -1.5% | Q1 2026 | Apr 16, 2026 |
| Sachetta, LLC | History | Reduced | 16,705 | 5,956 | 3.23% | 3.42% | 309 | -25 | -0.15% | Q1 2026 | May 01, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,274 | 5,951 | 0.13% | 0.14% | 310 | +4 | 0.03% | Q1 2026 | May 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 17,142 | 5,942 | 0.38% | 0.3% | 311 | -91 | -0.53% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 16,457 | 5,867 | 0.02% | 0.02% | 312 | +670 | 4.24% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,444 | 5,863 | 0.11% | 0.11% | 313 | +443 | 2.77% | Q1 2026 | May 11, 2026 |
| Bensler, LLC | History | Reduced | 16,429 | 5,857 | 0.6% | 0.65% | 314 | -893 | -5.16% | Q1 2026 | May 01, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 16,146 | 5,756 | 0.17% | 0.18% | 315 | -99 | -0.61% | Q1 2026 | Apr 14, 2026 |
| Destination Wealth Management | History | Reduced | 15,971 | 5,694 | 0.15% | 0.16% | 316 | -411 | -2.51% | Q1 2026 | May 15, 2026 |
| Bayshore Capital Advisors, LLC | History | Added to | 15,873 | 5,659 | 2.39% | 2.94% | 317 | +97 | 0.61% | Q1 2026 | Apr 14, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 15,583 | 5,556 | 0.28% | 0.27% | 318 | +1,241 | 8.65% | Q1 2026 | May 04, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 15,444 | 5,506 | 0.11% | 0.12% | 319 | -34 | -0.22% | Q1 2026 | May 11, 2026 |
| PEOPLES BANK /OH | History | Added to | 15,281 | 5,448 | 3.34% | 2.97% | 320 | +2,443 | 19.03% | Q1 2026 | Apr 24, 2026 |
| Florida Trust Wealth Management Co | History | No change | 15,250 | 5,437 | 0.15% | 0.16% | 321 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 15,179 | 5,412 | 2.37% | 2.47% | 322 | -261 | -1.69% | Q1 2026 | Apr 28, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 15,053 | 5,367 | 0.0% | 0.0% | 323 | +1,430 | 10.5% | Q1 2026 | Apr 30, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 14,967 | 5,336 | 6.69% | 6.57% | 324 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 14,853 | 5,296 | 0.36% | 0.37% | 325 | -48 | -0.32% | Q1 2026 | May 06, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 14,805 | 5,278 | 1.31% | 1.38% | 327 | -170 | -1.14% | Q1 2026 | Apr 17, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 14,805 | 5,278 | 3.02% | 3.15% | 326 | -118 | -0.79% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 14,781 | 5,270 | 1.88% | — | 328 | +14,781 | New | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,703 | 5,249 | 0.08% | 0.09% | 329 | +345 | 2.4% | Q1 2026 | Apr 14, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 14,663 | 5,228 | 0.36% | 0.48% | 330 | -316 | -2.11% | Q1 2026 | May 18, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 14,486 | 5,165 | 0.15% | 0.16% | 331 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 14,428 | 5,144 | 0.03% | 0.03% | 332 | +269 | 1.9% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 14,391 | 5,131 | 0.09% | 0.1% | 333 | -106 | -0.73% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,308 | 5,101 | 0.01% | 0.01% | 334 | -804 | -5.32% | Q1 2026 | May 14, 2026 |
| Sageworth Trust Co | History | No change | 14,270 | 5,088 | 0.22% | 0.23% | 335 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 14,251 | 5,082 | 0.0% | 0.0% | 336 | +115 | 0.81% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 14,220 | 5,070 | 0.06% | 0.06% | 337 | -78 | -0.55% | Q1 2026 | May 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 14,123 | 5,035 | 1.48% | 1.6% | 338 | +62 | 0.44% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 13,973 | 4,982 | 0.26% | 0.29% | 339 | -971 | -6.5% | Q1 2026 | May 15, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 13,965 | 4,979 | 1.45% | 1.56% | 340 | -312 | -2.19% | Q1 2026 | May 01, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 13,839 | 4,934 | 0.19% | 0.21% | 341 | -355 | -2.5% | Q1 2026 | Apr 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 13,804 | 4,921 | 0.49% | 0.52% | 342 | +47 | 0.34% | Q1 2026 | Apr 27, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 13,725 | 4,893 | 0.11% | 0.12% | 343 | -57 | -0.41% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 13,752 | 4,867 | 0.14% | 0.19% | 344 | -2,437 | -15.05% | Q1 2026 | Apr 09, 2026 |
| Midwest Trust Co | History | Added to | 13,581 | 4,842 | 0.06% | 0.06% | 345 | +1,378 | 11.29% | Q1 2026 | May 01, 2026 |
| ICONIQ Capital, LLC | History | No change | 13,096 | 4,669 | 0.1% | 0.07% | 346 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 13,071 | 4,660 | 4.63% | 4.88% | 347 | -16 | -0.12% | Q1 2026 | Apr 14, 2026 |
| IFC Advisors LLC | History | No change | 13,072 | 4,660 | 0.67% | 0.71% | 348 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 13,044 | 4,650 | 0.37% | 0.37% | 349 | -97 | -0.74% | Q1 2026 | Apr 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 13,006 | 4,637 | 0.5% | 0.55% | 350 | -82 | -0.63% | Q1 2026 | Apr 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 12,981 | 4,628 | 0.15% | 0.17% | 351 | +347 | 2.75% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 12,512 | 4,619 | 0.08% | 0.15% | 352 | -9,569 | -43.34% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 12,945 | 4,615 | 0.21% | 0.25% | 353 | +595 | 4.82% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 12,930 | 4,610 | 0.27% | 0.28% | 354 | +9 | 0.07% | Q1 2026 | Apr 29, 2026 |
| Calamos Advisors LLC | History | Added to | 12,816 | 4,569 | 0.02% | 0.0% | 355 | +12,165 | 1868.66% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | Added to | 12,600 | 4,492 | 0.34% | 0.1% | 356 | +10,915 | 647.77% | Q1 2026 | Apr 28, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 12,503 | 4,458 | 0.15% | 0.16% | 357 | -88 | -0.7% | Q1 2026 | May 14, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 12,469 | 4,445 | 0.35% | 0.39% | 358 | -274 | -2.15% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,417 | 4,427 | 0.2% | 0.21% | 359 | -201 | -1.59% | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 12,210 | 4,353 | 0.06% | 0.07% | 360 | +250 | 2.09% | Q1 2026 | May 12, 2026 |
| Calamos Wealth Management LLC | History | Added to | 12,165 | 4,337 | 0.15% | 0.14% | 361 | +1,229 | 11.24% | Q1 2026 | May 04, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 12,128 | 4,324 | 0.25% | 0.26% | 362 | +33 | 0.27% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 12,121 | 4,321 | 0.28% | 0.33% | 363 | -1,338 | -9.94% | Q1 2026 | Apr 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 12,043 | 4,293 | 0.1% | 0.1% | 364 | -422 | -3.39% | Q1 2026 | May 08, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 12,018 | 4,285 | 0.19% | 0.2% | 365 | -469 | -3.76% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 11,966 | 4,266 | 0.07% | 0.08% | 366 | +272 | 2.33% | Q1 2026 | May 04, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 11,957 | 4,263 | 3.83% | 6.82% | 367 | -378 | -3.06% | Q1 2026 | May 11, 2026 |
| Next Capital Management LLC | History | Added to | 11,952 | 4,261 | 1.29% | 1.43% | 368 | +4 | 0.03% | Q1 2026 | May 07, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 11,946 | 4,259 | 0.3% | 0.31% | 369 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFG Advisors, Inc. | History | Added to | 11,923 | 4,251 | 2.99% | 3.19% | 370 | +142 | 1.21% | Q1 2026 | May 08, 2026 |
| Intrua Financial, LLC | History | Reduced | 11,901 | 4,243 | 0.44% | 0.48% | 371 | -237 | -1.95% | Q1 2026 | Apr 23, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 11,897 | 4,241 | 0.7% | 0.73% | 372 | -292 | -2.4% | Q1 2026 | Apr 17, 2026 |
| J.Safra Asset Management Corp | History | Added to | 11,792 | 4,204 | 0.23% | 0.23% | 373 | +27 | 0.23% | Q1 2026 | May 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 11,527 | 4,110 | 0.05% | 0.06% | 374 | -779 | -6.33% | Q1 2026 | May 15, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 10,480 | 4,083 | 0.78% | 0.8% | 375 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 11,418 | 4,071 | 0.07% | 0.07% | 376 | -57 | -0.5% | Q1 2026 | May 05, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,420 | 4,071 | 0.12% | 0.13% | 377 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 11,235 | 4,006 | 0.07% | 0.07% | 378 | -173 | -1.52% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 10,592 | 3,955 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Americana Partners, LLC | History | Added to | 10,961 | 3,908 | 0.1% | 0.11% | 380 | +31 | 0.28% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 10,407 | 3,886 | 0.68% | 0.68% | 381 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Dakota Wealth Management | History | Reduced | 10,848 | 3,867 | 0.08% | 0.07% | 382 | -256 | -2.31% | Q1 2026 | May 07, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 10,832 | 3,862 | 1.19% | 1.28% | 383 | -500 | -4.41% | Q1 2026 | Apr 20, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 10,785 | 3,845 | 0.02% | 0.02% | 384 | -3,025 | -21.9% | Q1 2026 | May 08, 2026 |
| Corundum Group, Inc. | History | Added to | 10,723 | 3,823 | 1.28% | 1.1% | 385 | +1,925 | 21.88% | Q1 2026 | Apr 20, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 10,720 | 3,822 | 0.2% | 0.34% | 386 | -9,732 | -47.58% | Q1 2026 | Apr 28, 2026 |
| Trust Co of Tennessee | History | New | 10,664 | 3,802 | 0.71% | — | 387 | +10,664 | New | Q1 2026 | Apr 09, 2026 |
| Plancorp, LLC | History | Reduced | 10,188 | 3,790 | 0.11% | 0.12% | 388 | -41 | -0.4% | Q1 2026 | Apr 14, 2026 |
| Sentinel Advisory Group, LLC | History | New | 10,568 | 3,768 | 1.84% | — | 389 | +10,568 | New | Q1 2026 | May 14, 2026 |
| One Wealth Map LLC | History | Reduced | 9,548 | 3,760 | 1.77% | 1.93% | 390 | -398 | -4.0% | Q1 2026 | May 04, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 10,527 | 3,753 | 0.16% | 0.11% | 391 | +3,724 | 54.74% | Q1 2026 | Apr 30, 2026 |
| Horizon Investment Services, LLC | History | Added to | 10,511 | 3,747 | 1.3% | 1.39% | 392 | +189 | 1.83% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 10,431 | 3,719 | 0.13% | 0.13% | 393 | +212 | 2.07% | Q1 2026 | May 15, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 10,400 | 3,708 | 2.51% | 2.66% | 394 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 10,374 | 3,698 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 10,354 | 3,691 | 0.13% | 0.14% | 396 | +9 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 10,343 | 3,687 | 1.25% | 1.45% | 397 | -1,418 | -12.06% | Q1 2026 | Apr 08, 2026 |
| Lansing Street Advisors | History | Added to | 10,311 | 3,676 | 0.93% | 0.98% | 398 | +25 | 0.24% | Q1 2026 | Apr 28, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 10,212 | 3,641 | 1.73% | 1.43% | 399 | -431 | -4.05% | Q1 2026 | Apr 27, 2026 |
| CONNABLE OFFICE INC | History | Added to | 10,208 | 3,639 | 0.36% | 0.15% | 400 | +5,810 | 132.11% | Q1 2026 | Apr 29, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 10,189 | 3,632 | 0.38% | 0.34% | 401 | +1,343 | 15.18% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 10,409 | 3,608 | 0.13% | 0.13% | 402 | +960 | 10.16% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 10,087 | 3,596 | 0.26% | 0.26% | 403 | -604 | -5.65% | Q1 2026 | Apr 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 10,031 | 3,576 | 0.23% | 0.23% | 404 | +227 | 2.32% | Q1 2026 | May 15, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 10,022 | 3,573 | 3.52% | 3.77% | 405 | -85 | -0.84% | Q1 2026 | Apr 13, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 9,888 | 3,525 | 1.22% | 1.42% | 406 | -472 | -4.56% | Q1 2026 | May 04, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 9,875 | 3,521 | 1.63% | 1.64% | 407 | +175 | 1.8% | Q1 2026 | Apr 13, 2026 |
| Evensky & Katz LLC | History | Reduced | 9,819 | 3,501 | 0.2% | 0.21% | 408 | -104 | -1.05% | Q1 2026 | Apr 22, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 9,694 | 3,456 | 0.07% | 0.07% | 409 | +298 | 3.17% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 9,661 | 3,444 | 0.07% | 0.07% | 410 | +958 | 11.01% | Q1 2026 | Apr 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 9,636 | 3,435 | 0.07% | 0.07% | 411 | -25 | -0.26% | Q1 2026 | May 01, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 9,633 | 3,434 | 0.69% | 0.78% | 412 | -333 | -3.34% | Q1 2026 | Apr 14, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 9,588 | 3,418 | 0.7% | 0.71% | 413 | -80 | -0.83% | Q1 2026 | Apr 15, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 9,564 | 3,410 | 0.83% | 0.86% | 414 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 9,559 | 3,408 | 0.0% | 0.0% | 415 | +160 | 1.7% | Q1 2026 | May 13, 2026 |
| Haverford Trust Co | History | No change | 9,541 | 3,401 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 9,401 | 3,352 | 0.41% | 0.43% | 417 | +251 | 2.74% | Q1 2026 | May 06, 2026 |
| Composition Wealth, LLC | History | Added to | 9,342 | 3,330 | 0.05% | 0.01% | 418 | +6,867 | 277.45% | Q1 2026 | Apr 08, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 9,273 | 3,306 | 0.2% | 0.2% | 419 | -1 | -0.01% | Q1 2026 | Apr 29, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 8,431 | 3,285 | 1.96% | 1.6% | 420 | +1,704 | 25.33% | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9,160 | 3,266 | 0.1% | 0.14% | 421 | -1,342 | -12.78% | Q1 2026 | May 15, 2026 |
| Ashford Advisors, LLC | History | No change | 9,105 | 3,246 | 0.76% | 0.74% | 422 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Security Financial Services, INC. | History | No change | 8,678 | 3,240 | 0.51% | 0.51% | 423 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Retirement Planning Group, LLC | History | Added to | 9,039 | 3,223 | 0.1% | 0.04% | 424 | +5,892 | 187.23% | Q1 2026 | May 04, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 8,296 | 3,223 | 0.97% | 1.02% | 425 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WELCH & FORBES LLC | History | Reduced | 9,037 | 3,222 | 0.04% | 0.04% | 426 | -8 | -0.09% | Q1 2026 | May 01, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 9,013 | 3,213 | 0.56% | 0.59% | 427 | -50 | -0.55% | Q1 2026 | May 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 9,006 | 3,211 | 0.25% | 0.24% | 428 | +508 | 5.98% | Q1 2026 | May 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 8,882 | 3,167 | 0.01% | 0.01% | 429 | +9 | 0.1% | Q1 2026 | May 15, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 8,775 | 3,128 | 0.82% | 0.68% | 430 | +928 | 11.83% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,760 | 3,123 | 0.07% | 0.07% | 431 | +6 | 0.07% | Q1 2026 | May 01, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 8,732 | 3,113 | 0.01% | 0.01% | 432 | -96 | -1.09% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 8,695 | 3,100 | 0.2% | 0.19% | 433 | -145 | -1.64% | Q1 2026 | Apr 17, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 8,653 | 3,085 | 0.13% | 0.14% | 434 | -139 | -1.58% | Q1 2026 | Apr 21, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 8,615 | 3,071 | 0.02% | 0.02% | 435 | -406 | -4.5% | Q1 2026 | Apr 22, 2026 |
| LCW Services, LLC | History | Added to | 8,442 | 3,010 | 1.5% | 0.72% | 436 | +4,808 | 132.31% | Q1 2026 | Apr 27, 2026 |
| Maridea Wealth Management LLC | History | Added to | 8,442 | 3,009 | 0.44% | 0.44% | 437 | +657 | 8.44% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,312 | 2,963 | 0.39% | 0.43% | 438 | +197 | 2.43% | Q1 2026 | Apr 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 8,299 | 2,959 | 0.22% | 0.22% | 439 | +375 | 4.73% | Q1 2026 | May 05, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 8,226 | 2,933 | 2.81% | 3.04% | 440 | -54 | -0.65% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 8,158 | 2,909 | 0.03% | 0.02% | 441 | +3,979 | 95.21% | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 8,033 | 2,903 | 0.18% | 0.17% | 442 | +402 | 5.27% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 8,143 | 2,903 | 0.27% | 0.3% | 443 | -148 | -1.79% | Q1 2026 | May 04, 2026 |
| Vanguard National Trust Co | History | New | 8,139 | 2,902 | 0.18% | — | 444 | +8,139 | New | Q1 2026 | May 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 8,124 | 2,896 | 0.14% | 0.15% | 445 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CERTUITY, LLC | History | Added to | 7,958 | 2,837 | 0.19% | 0.19% | 446 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 7,953 | 2,835 | 1.47% | 2.8% | 447 | -7,402 | -48.21% | Q1 2026 | May 06, 2026 |
| Accredited Investors Inc. | History | Reduced | 7,838 | 2,794 | 0.15% | 0.21% | 448 | -2,673 | -25.43% | Q1 2026 | Apr 30, 2026 |
| Red Tortoise LLC | History | Added to | 7,837 | 2,794 | 1.16% | 1.24% | 449 | +7 | 0.09% | Q1 2026 | Apr 21, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 7,795 | 2,779 | 0.28% | 0.29% | 450 | -142 | -1.79% | Q1 2026 | Apr 30, 2026 |
| Selby Wealth Management, LLC | History | No change | 7,785 | 2,775 | 1.09% | 1.17% | 451 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 7,765 | 2,768 | 0.07% | 0.07% | 453 | +710 | 10.06% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | Added to | 7,765 | 2,768 | 0.34% | 0.36% | 452 | +1 | 0.01% | Q1 2026 | Apr 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 7,744 | 2,761 | 0.01% | 0.02% | 454 | -24,044 | -75.64% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,733 | 2,757 | 0.04% | 0.05% | 455 | +1,357 | 21.28% | Q1 2026 | May 18, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 7,725 | 2,754 | 1.12% | 1.25% | 456 | -70 | -0.9% | Q1 2026 | Apr 28, 2026 |
| Center for Wealth Management Advisory | History | Reduced | 7,663 | 2,732 | 1.97% | 2.78% | 457 | -2,433 | -24.1% | Q1 2026 | Apr 24, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 7,659 | 2,730 | 0.58% | 0.61% | 458 | +18 | 0.24% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 7,506 | 2,697 | 0.05% | 0.04% | 459 | +1,066 | 16.55% | Q1 2026 | May 14, 2026 |
| Acropolis Investment Management, LLC | History | No change | 7,558 | 2,694 | 0.12% | 0.13% | 460 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 7,544 | 2,689 | 0.93% | 1.03% | 462 | -213 | -2.75% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | No change | 7,542 | 2,689 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FULTON BANK, N.A. | History | Added to | 7,448 | 2,655 | 0.09% | 0.09% | 463 | +682 | 10.08% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 7,417 | 2,644 | 0.91% | 0.99% | 464 | -135 | -1.79% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 7,361 | 2,624 | 0.01% | 0.01% | 465 | +1,184 | 19.17% | Q1 2026 | May 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 7,348 | 2,620 | 0.04% | 0.05% | 466 | -245 | -3.23% | Q1 2026 | May 01, 2026 |
| Kovack Advisors, Inc. | History | Added to | 7,276 | 2,614 | 0.14% | 0.13% | 468 | +18 | 0.25% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, LLC | History | Added to | 7,331 | 2,614 | 0.17% | 0.17% | 467 | +12 | 0.16% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 7,265 | 2,590 | 0.09% | 0.09% | 469 | +842 | 13.11% | Q1 2026 | May 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 7,192 | 2,564 | 0.83% | 0.89% | 470 | -30 | -0.42% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Added to | 7,190 | 2,563 | 0.01% | 0.0% | 471 | +6,466 | 893.09% | Q1 2026 | May 14, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 7,179 | 2,559 | 0.67% | 0.75% | 472 | -45 | -0.62% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 7,163 | 2,554 | 0.17% | 0.18% | 473 | -13 | -0.18% | Q1 2026 | May 07, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 7,159 | 2,552 | 0.26% | 0.28% | 474 | +176 | 2.52% | Q1 2026 | May 06, 2026 |
| Lutz Financial Services LLC | History | Reduced | 7,156 | 2,551 | 0.17% | 0.19% | 475 | -148 | -2.03% | Q1 2026 | May 04, 2026 |
| BigSur Wealth Management LLC | History | New | 7,100 | 2,531 | 0.71% | — | 477 | +7,100 | New | Q1 2026 | Apr 22, 2026 |
| Gemmer Asset Management LLC | History | Added to | 7,099 | 2,531 | 0.2% | 0.2% | 476 | +1 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,010 | 2,499 | 0.03% | 0.03% | 478 | -562 | -7.42% | Q1 2026 | May 08, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 6,979 | 2,488 | 0.88% | 0.95% | 479 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 6,965 | 2,483 | 2.45% | 1.83% | 480 | +2,129 | 44.02% | Q1 2026 | Apr 03, 2026 |
| DV Trading LLC | History | New | 6,958 | 2,480 | 0.06% | — | 481 | +6,958 | New | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | New | 7,117 | 2,467 | 2.15% | — | 483 | +7,117 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 7,117 | 2,467 | 2.15% | 2.48% | 482 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 6,908 | 2,463 | 0.3% | 0.32% | 484 | -199 | -2.8% | Q1 2026 | Apr 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 6,880 | 2,453 | 0.28% | 0.28% | 485 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,549 | 2,445 | 0.04% | 0.04% | 486 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 6,827 | 2,434 | 0.23% | 0.23% | 487 | +130 | 1.94% | Q1 2026 | Apr 17, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 6,828 | 2,434 | 0.08% | 0.08% | 488 | +2 | 0.03% | Q1 2026 | Apr 22, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 6,817 | 2,430 | 0.36% | 0.39% | 489 | -457 | -6.28% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,813 | 2,429 | 0.04% | 0.04% | 490 | +316 | 4.86% | Q1 2026 | May 07, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 6,802 | 2,425 | 0.41% | 0.43% | 491 | -57 | -0.83% | Q1 2026 | Apr 08, 2026 |
| Forum Financial Management, LP | History | No change | 6,785 | 2,419 | 0.03% | 0.03% | 492 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 6,750 | 2,406 | 0.46% | 0.48% | 493 | -43 | -0.63% | Q1 2026 | Apr 09, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 6,732 | 2,400 | 0.09% | 0.09% | 494 | -250 | -3.58% | Q1 2026 | Apr 24, 2026 |
| First Western Trust Bank | History | Reduced | 6,719 | 2,395 | 0.12% | 0.17% | 495 | -2,610 | -27.98% | Q1 2026 | May 12, 2026 |
| Sellwood Investment Partners LLC | History | No change | 6,690 | 2,385 | 0.94% | 0.98% | 496 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,676 | 2,380 | 0.0% | 0.0% | 497 | -2,274 | -25.41% | Q1 2026 | May 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 6,644 | 2,368 | 0.26% | 0.27% | 498 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 6,324 | 2,361 | 0.08% | 0.08% | 499 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TSA Wealth Managment LLC | History | Added to | 6,608 | 2,356 | 0.76% | 0.8% | 500 | +122 | 1.88% | Q1 2026 | May 01, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 6,532 | 2,329 | 0.42% | 0.44% | 501 | -75 | -1.14% | Q1 2026 | May 15, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 6,476 | 2,309 | 0.51% | 0.54% | 502 | -39 | -0.6% | Q1 2026 | Apr 30, 2026 |
| Eagle Bay Advisors LLC | History | No change | 6,473 | 2,308 | 2.04% | 1.76% | 503 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allegheny Financial Group | History | Added to | 6,442 | 2,297 | 0.31% | 0.35% | 504 | +86 | 1.35% | Q1 2026 | Apr 16, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 6,436 | 2,294 | 0.22% | 0.24% | 505 | -374 | -5.49% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,416 | 2,287 | 0.01% | 0.01% | 506 | -73 | -1.12% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 6,404 | 2,283 | 0.1% | 0.05% | 507 | +3,204 | 100.13% | Q1 2026 | May 05, 2026 |
| River Wealth Advisors LLC | History | No change | 6,398 | 2,281 | 0.26% | 0.27% | 508 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 6,394 | 2,279 | 0.96% | 1.02% | 509 | -387 | -5.71% | Q1 2026 | Apr 22, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 5,808 | 2,271 | 0.31% | 0.33% | 510 | -124 | -2.09% | Q1 2026 | Apr 28, 2026 |
| Broadview Financial Management, LLC | History | Added to | 6,360 | 2,267 | 1.55% | 1.59% | 511 | +12 | 0.19% | Q1 2026 | May 04, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 6,350 | 2,264 | 0.96% | 1.02% | 512 | -45 | -0.7% | Q1 2026 | Apr 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,317 | 2,252 | 0.13% | 0.13% | 513 | -29 | -0.46% | Q1 2026 | Apr 24, 2026 |
| SB Capital Management Inc | History | No change | 6,027 | 2,250 | 0.82% | 0.82% | 514 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 6,291 | 2,243 | 0.01% | 0.03% | 515 | -5,185 | -45.18% | Q1 2026 | May 05, 2026 |
| GenWealth Group, Inc. | History | Reduced | 6,287 | 2,241 | 0.38% | 0.41% | 516 | -7 | -0.11% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,189 | 2,206 | 0.09% | — | 517 | +6,189 | New | Q1 2026 | May 14, 2026 |
| Vision Capital Management, Inc. | History | No change | 6,146 | 2,191 | 0.28% | 0.28% | 518 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 5,639 | 2,190 | 0.08% | 0.08% | 519 | +660 | 13.26% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 6,124 | 2,183 | 0.03% | 0.03% | 520 | +387 | 6.75% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 5,594 | 2,173 | 0.86% | 0.97% | 522 | -996 | -15.11% | Q1 2026 | Apr 27, 2026 |
| Rossmore Private Capital | History | No change | 6,095 | 2,173 | 0.19% | 0.2% | 521 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 6,047 | 2,156 | 0.27% | 0.33% | 523 | -1,106 | -15.46% | Q1 2026 | Apr 21, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 6,046 | 2,155 | 0.03% | 0.03% | 524 | -289 | -4.56% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,995 | 2,137 | 0.02% | 0.01% | 525 | +3,056 | 103.98% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,992 | 2,136 | 0.19% | 0.19% | 526 | -2,808 | -31.91% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Added to | 5,967 | 2,127 | 0.09% | 0.1% | 527 | +196 | 3.4% | Q1 2026 | May 08, 2026 |
| Bawa N Mallick Trust | History | No change | 5,960 | 2,125 | 0.87% | 0.83% | 528 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | No change | 5,942 | 2,118 | 0.09% | 0.1% | 529 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 5,913 | 2,108 | 0.03% | 0.04% | 530 | +77 | 1.32% | Q1 2026 | Apr 21, 2026 |
| Ardent Capital Management, Inc. | History | No change | 5,902 | 2,104 | 0.9% | 0.87% | 531 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 5,844 | 2,102 | 0.07% | 0.06% | 532 | -949 | -13.97% | Q1 2026 | Apr 08, 2026 |
| Truepoint, Inc. | History | No change | 5,858 | 2,088 | 0.05% | 0.05% | 533 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,854 | 2,087 | 0.03% | 0.03% | 534 | +427 | 7.87% | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 5,843 | 2,083 | 0.11% | 0.14% | 535 | -1,428 | -19.64% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 5,154 | 2,074 | 0.06% | 0.08% | 536 | +393 | 8.25% | Q1 2026 | May 14, 2026 |
| Berman McAleer LLC | History | Reduced | 5,819 | 2,074 | 0.28% | 0.3% | 537 | -125 | -2.1% | Q1 2026 | Apr 17, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 5,805 | 2,069 | 0.47% | 0.48% | 538 | +48 | 0.83% | Q1 2026 | May 01, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 5,779 | 2,060 | 0.21% | 0.22% | 540 | -247 | -4.1% | Q1 2026 | May 05, 2026 |
| Manchester Capital Management LLC | History | Added to | 5,780 | 2,060 | 0.3% | 0.29% | 539 | +6 | 0.1% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 5,764 | 2,055 | 0.06% | 0.02% | 541 | +3,688 | 177.65% | Q1 2026 | May 13, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 5,743 | 2,047 | 0.95% | 1.03% | 542 | -94 | -1.61% | Q1 2026 | May 07, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 5,709 | 2,035 | 0.36% | — | 543 | +5,709 | New | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Reduced | 5,676 | 2,023 | 0.03% | 0.03% | 544 | -24 | -0.42% | Q1 2026 | Apr 27, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 5,507 | 2,010 | 0.59% | 0.32% | 545 | +2,707 | 96.68% | Q1 2026 | Apr 20, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 5,636 | 2,009 | 0.73% | 0.71% | 546 | +272 | 5.07% | Q1 2026 | May 06, 2026 |
| Asset Dedication, LLC | History | No change | 5,373 | 2,006 | 0.13% | 0.13% | 547 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Westshore Wealth, LLC | History | No change | 5,326 | 1,988 | 0.66% | 0.66% | 548 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| ADE, LLC | History | Added to | 5,506 | 1,963 | 0.94% | 0.99% | 549 | +12 | 0.22% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | Added to | 5,461 | 1,947 | 0.3% | 0.3% | 550 | +1 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Auour Investments LLC | History | Reduced | 5,449 | 1,943 | 0.61% | 0.65% | 551 | -4 | -0.07% | Q1 2026 | Apr 20, 2026 |
| Aspen Investment Management Inc | History | Added to | 5,389 | 1,921 | 0.59% | 0.61% | 552 | +3 | 0.06% | Q1 2026 | Apr 15, 2026 |
| Nemes Rush Group LLC | History | Reduced | 5,381 | 1,918 | 0.18% | 0.19% | 553 | -97 | -1.77% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 5,364 | 1,912 | 0.27% | 0.33% | 554 | -968 | -15.29% | Q1 2026 | Apr 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 5,348 | 1,906 | 0.04% | 0.19% | 555 | -18,481 | -77.56% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,319 | 1,896 | 0.08% | 0.1% | 556 | -187 | -3.4% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,309 | 1,893 | 0.03% | 0.03% | 557 | -657 | -11.01% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 5,298 | 1,889 | 0.0% | 0.0% | 558 | -722 | -11.99% | Q1 2026 | May 06, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 5,278 | 1,881 | 0.28% | 0.3% | 559 | +2 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Keebeck Wealth Management | History | Added to | 5,263 | 1,876 | 0.21% | 0.22% | 560 | +143 | 2.79% | Q1 2026 | May 14, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 5,239 | 1,867 | 0.41% | 0.41% | 561 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Headlands Technologies LLC | History | Added to | 5,231 | 1,865 | 0.21% | 0.02% | 562 | +4,539 | 655.92% | Q1 2026 | May 13, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 5,223 | 1,862 | 1.5% | 1.52% | 563 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asempa Wealth Advisors | History | Reduced | 5,172 | 1,858 | 1.62% | 1.68% | 564 | -65 | -1.24% | Q1 2026 | Apr 08, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 5,200 | 1,854 | 0.84% | 0.82% | 565 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lunt Capital Management, Inc. | History | No change | 5,193 | 1,851 | 0.71% | 0.73% | 566 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,189 | 1,850 | 0.07% | 0.07% | 567 | +34 | 0.66% | Q1 2026 | Apr 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 5,162 | 1,840 | 0.03% | 0.03% | 568 | -108 | -2.05% | Q1 2026 | May 05, 2026 |
| Livet Wealth, LLC | History | Added to | 5,149 | 1,835 | 1.17% | 1.18% | 569 | +5 | 0.1% | Q1 2026 | Apr 24, 2026 |
| Phillip James Consulting Co. | History | New | 12,082 | 1,829 | 1.39% | — | 570 | +12,082 | New | Q1 2026 | May 11, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 5,121 | 1,825 | 0.49% | 0.43% | 571 | +2,123 | 70.81% | Q1 2026 | Apr 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,678 | 1,819 | 0.03% | 0.03% | 572 | +2,846 | 155.35% | Q1 2026 | May 01, 2026 |
| Carrera Capital Advisors | History | Added to | 5,077 | 1,810 | 0.28% | 0.32% | 573 | +12 | 0.24% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 5,059 | 1,804 | 0.0% | 0.0% | 574 | -1,355 | -21.13% | Q1 2026 | May 05, 2026 |
| Simmons Bank | History | Reduced | 5,060 | 1,804 | 0.12% | 0.13% | 575 | -48 | -0.94% | Q1 2026 | Apr 23, 2026 |
| Detalus Advisors, LLC | History | Reduced | 5,038 | 1,796 | 0.41% | 0.47% | 576 | -74 | -1.45% | Q1 2026 | Apr 22, 2026 |
| Finley Financial, LLC | History | No change | 4,965 | 1,770 | 0.83% | 0.85% | 577 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WESBANCO BANK INC | History | Added to | 4,869 | 1,736 | 0.05% | 0.05% | 578 | +16 | 0.33% | Q1 2026 | Apr 21, 2026 |
| Westmount Partners, LLC | History | No change | 4,819 | 1,718 | 0.42% | 0.45% | 579 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,814 | 1,716 | 0.02% | 0.04% | 580 | -3,090 | -39.09% | Q1 2026 | Apr 20, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 4,810 | 1,715 | 0.67% | 0.7% | 581 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 4,783 | 1,705 | 0.51% | 0.6% | 582 | -551 | -10.33% | Q1 2026 | Apr 20, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 4,772 | 1,701 | 0.1% | 0.11% | 584 | -28 | -0.58% | Q1 2026 | May 04, 2026 |
| Argent Trust Co | History | No change | 4,772 | 1,701 | 0.06% | 0.06% | 583 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 4,763 | 1,698 | 0.18% | 0.21% | 585 | -329 | -6.46% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 4,760 | 1,696 | 0.04% | 0.04% | 586 | +249 | 5.52% | Q1 2026 | May 15, 2026 |
| Crestmont Private Wealth LLC | History | Reduced | 4,742 | 1,690 | 0.53% | 1.59% | 588 | -8,328 | -63.72% | Q1 2026 | May 08, 2026 |
| Cadence Bank | History | No change | 4,528 | 1,690 | 0.1% | 0.1% | 587 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 4,736 | 1,688 | 0.02% | 0.02% | 589 | -246 | -4.94% | Q1 2026 | May 01, 2026 |
| Morton Capital Management LLC/CA | History | No change | 4,730 | 1,686 | 0.25% | 0.27% | 590 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 4,727 | 1,685 | 0.23% | 0.24% | 591 | -422 | -8.2% | Q1 2026 | Apr 08, 2026 |
| Parisi Gray Wealth Management | History | Added to | 4,725 | 1,684 | 0.4% | 0.4% | 592 | +3 | 0.06% | Q1 2026 | Apr 08, 2026 |
| EQ LLC | History | Added to | 4,696 | 1,674 | 0.47% | 0.51% | 593 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,660 | 1,661 | 0.06% | 0.06% | 594 | +4 | 0.09% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,656 | 1,660 | 0.04% | 0.05% | 595 | +181 | 4.04% | Q1 2026 | May 11, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 4,597 | 1,639 | 0.64% | 0.65% | 596 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Procyon Advisors, LLC | History | Reduced | 4,596 | 1,638 | 0.08% | 0.09% | 597 | -257 | -5.3% | Q1 2026 | May 04, 2026 |
| Roundview Capital LLC | History | No change | 4,570 | 1,629 | 0.1% | 0.1% | 598 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 4,541 | 1,619 | 0.83% | 0.83% | 599 | +206 | 4.75% | Q1 2026 | May 13, 2026 |
| Advisor Resource Council | History | Reduced | 4,539 | 1,618 | 0.52% | 1.47% | 600 | -6,394 | -58.48% | Q1 2026 | May 07, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 4,535 | 1,617 | 0.11% | 0.11% | 601 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | New | 4,534 | 1,616 | 0.16% | — | 602 | +4,534 | New | Q1 2026 | Apr 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 4,155 | 1,615 | 0.11% | 0.12% | 603 | -327 | -7.3% | Q1 2026 | Apr 29, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 4,655 | 1,614 | 0.95% | 0.95% | 604 | +9 | 0.19% | Q1 2026 | Apr 01, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 4,523 | 1,612 | 0.09% | 0.1% | 605 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 4,513 | 1,609 | 0.02% | 0.02% | 606 | +167 | 3.84% | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | No change | 4,504 | 1,605 | 0.13% | 0.13% | 607 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 4,499 | 1,603 | 1.26% | 1.51% | 608 | -283 | -5.92% | Q1 2026 | Apr 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,488 | 1,600 | 0.02% | 0.1% | 609 | -13,789 | -75.44% | Q1 2026 | Apr 23, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 4,475 | 1,599 | 0.06% | 0.18% | 610 | +1,450 | 47.93% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Added to | 4,477 | 1,596 | 0.04% | 0.03% | 611 | +1,657 | 58.76% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,460 | 1,590 | 0.02% | 0.01% | 612 | +566 | 14.54% | Q1 2026 | May 14, 2026 |
| Optivise Advisory Services LLC | History | Added to | 4,454 | 1,588 | 0.96% | 0.95% | 613 | +22 | 0.5% | Q1 2026 | Apr 15, 2026 |
| SCHARF INVESTMENTS, LLC | History | Reduced | 4,295 | 1,531 | 0.05% | 0.08% | 614 | -4,018 | -48.33% | Q1 2026 | Apr 13, 2026 |
| Certified Advisory Corp | History | Reduced | 4,283 | 1,527 | 0.14% | 0.15% | 615 | -104 | -2.37% | Q1 2026 | Apr 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 4,281 | 1,526 | 0.52% | 0.57% | 616 | -42 | -0.97% | Q1 2026 | Apr 17, 2026 |
| Balance Wealth, LLC | History | Added to | 4,263 | 1,520 | 0.47% | 0.5% | 617 | +91 | 2.18% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,246 | 1,513 | 0.08% | 0.1% | 618 | -614 | -12.63% | Q1 2026 | Apr 17, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 4,244 | 1,513 | 0.13% | 0.15% | 619 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| True North Advisors, LLC | History | Added to | 4,239 | 1,511 | 0.17% | 0.14% | 620 | +1,360 | 47.24% | Q1 2026 | May 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 4,221 | 1,505 | 0.06% | 0.07% | 621 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wedmont Private Capital | History | Reduced | 4,036 | 1,496 | 0.05% | 0.06% | 622 | -444 | -9.91% | Q1 2026 | Apr 09, 2026 |
| Kendall Capital Management | History | No change | 4,168 | 1,486 | 0.3% | 0.33% | 623 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Callan Family Office, LLC | History | Added to | 4,155 | 1,481 | 0.03% | 0.03% | 624 | +1 | 0.02% | Q1 2026 | May 13, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 4,150 | 1,479 | 1.48% | 1.6% | 625 | -386 | -8.51% | Q1 2026 | May 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 4,141 | 1,476 | 0.05% | 0.06% | 626 | -160 | -3.72% | Q1 2026 | Apr 17, 2026 |
| Coastline Trust Co | History | Reduced | 4,126 | 1,471 | 0.15% | 0.15% | 627 | -50 | -1.2% | Q1 2026 | Apr 03, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 3,930 | 1,467 | 0.77% | 0.77% | 628 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | Reduced | 4,017 | 1,432 | 0.06% | 0.1% | 629 | -1,776 | -30.66% | Q1 2026 | Apr 30, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 3,991 | 1,423 | 0.85% | 0.88% | 630 | +22 | 0.55% | Q1 2026 | Apr 15, 2026 |
| SouthState Bank Corp | History | Reduced | 3,989 | 1,422 | 0.07% | 0.07% | 631 | -374 | -8.57% | Q1 2026 | May 05, 2026 |
| Eagle Strategies LLC | History | Added to | 3,981 | 1,419 | 0.17% | 0.19% | 632 | +35 | 0.89% | Q1 2026 | Apr 20, 2026 |
| Neumann Capital Management, LLC | History | Added to | 3,978 | 1,418 | 0.42% | 0.42% | 633 | +40 | 1.02% | Q1 2026 | Apr 13, 2026 |
| Atria Investments, Inc | History | Reduced | 3,953 | 1,409 | 0.02% | 0.03% | 634 | -4,050 | -50.61% | Q1 2026 | May 05, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 3,897 | 1,389 | 0.19% | 0.21% | 636 | -83 | -2.09% | Q1 2026 | Apr 17, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,896 | 1,389 | 0.06% | 0.06% | 635 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Balentine LLC | History | No change | 3,868 | 1,379 | 0.06% | 0.05% | 637 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tanager Wealth Management LLP | History | No change | 3,850 | 1,372 | 0.13% | 0.14% | 638 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 3,834 | 1,367 | 0.6% | 0.49% | 639 | +1,029 | 36.68% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,819 | 1,361 | 0.02% | 0.02% | 640 | +3 | 0.08% | Q1 2026 | Apr 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,811 | 1,359 | 0.01% | 0.02% | 641 | -35 | -0.91% | Q1 2026 | May 12, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 3,795 | 1,353 | 0.08% | 0.12% | 642 | -800 | -17.41% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Added to | 3,733 | 1,331 | 0.04% | 0.04% | 643 | +774 | 26.16% | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 3,721 | 1,326 | 0.04% | 0.06% | 644 | -2,633 | -41.44% | Q1 2026 | May 01, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 3,718 | 1,325 | 0.03% | 0.03% | 645 | +105 | 2.91% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 3,706 | 1,321 | 1.05% | 1.11% | 646 | -50 | -1.33% | Q1 2026 | Apr 21, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 3,684 | 1,313 | 0.11% | 0.11% | 647 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cypress Capital Group | History | Reduced | 3,672 | 1,309 | 0.15% | 0.15% | 648 | -20 | -0.54% | Q1 2026 | May 15, 2026 |
| Denver PWM, LLC | History | Added to | 3,248 | 1,306 | 0.45% | 0.37% | 650 | +26 | 0.81% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,665 | 1,306 | 0.02% | 0.02% | 649 | +2 | 0.05% | Q1 2026 | May 01, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 3,492 | 1,304 | 0.35% | 0.35% | 651 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | Reduced | 3,655 | 1,303 | 0.23% | 0.25% | 652 | -15 | -0.41% | Q1 2026 | Apr 24, 2026 |
| ASL Financial, LLC | History | No change | 3,650 | 1,301 | 1.04% | 1.07% | 653 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,600 | 1,293 | 0.0% | 0.01% | 654 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 3,572 | 1,274 | 0.0% | 0.0% | 655 | -386 | -9.75% | Q1 2026 | May 14, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Reduced | 3,573 | 1,273 | 0.03% | 0.04% | 656 | -2,270 | -38.85% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | No change | 3,568 | 1,272 | 0.3% | 0.32% | 657 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 3,561 | 1,269 | 0.79% | 0.8% | 658 | +9 | 0.25% | Q1 2026 | Apr 28, 2026 |
| Heritage Wealth Advisors | History | No change | 3,548 | 1,265 | 0.05% | 0.05% | 659 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 3,543 | 1,263 | 0.4% | 0.41% | 660 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 3,535 | 1,260 | 0.01% | 0.01% | 661 | +196 | 5.87% | Q1 2026 | Apr 16, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 3,533 | 1,259 | 0.82% | 0.91% | 663 | -364 | -9.34% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 3,531 | 1,259 | 0.09% | 0.09% | 662 | -103 | -2.83% | Q1 2026 | May 12, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 3,525 | 1,256 | 0.07% | 0.05% | 664 | +1,437 | 68.82% | Q1 2026 | Apr 29, 2026 |
| Ellevest, Inc. | History | Reduced | 3,516 | 1,253 | 0.17% | 0.19% | 665 | -97 | -2.68% | Q1 2026 | May 11, 2026 |
| Choate Investment Advisors | History | No change | 3,512 | 1,252 | 0.02% | 0.03% | 666 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 3,506 | 1,250 | 0.95% | — | 667 | +3,506 | New | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 3,491 | 1,244 | 0.16% | 0.17% | 668 | +71 | 2.08% | Q1 2026 | Apr 27, 2026 |
| Decker Wealth Management LLC | History | No change | 3,463 | 1,234 | 0.28% | 0.28% | 669 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,456 | 1,232 | 0.03% | 0.03% | 670 | +143 | 4.32% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,454 | 1,231 | 0.02% | 0.02% | 671 | +50 | 1.47% | Q1 2026 | May 07, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 3,451 | 1,230 | 0.54% | 0.61% | 672 | -91 | -2.57% | Q1 2026 | May 11, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 3,439 | 1,226 | 1.2% | 1.22% | 673 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pathway Financial Advisors LLC | History | No change | 3,400 | 1,223 | 0.15% | 0.16% | 674 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TI-TRUST, INC | History | No change | 3,419 | 1,219 | 0.72% | 0.79% | 675 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 3,285 | 1,217 | 0.23% | 0.24% | 676 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Montecito Bank & Trust | History | Reduced | 3,404 | 1,213 | 0.2% | 0.22% | 677 | -220 | -6.07% | Q1 2026 | Apr 16, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,403 | 1,213 | 1.02% | 1.08% | 678 | +7 | 0.21% | Q1 2026 | Apr 22, 2026 |
| Colonial Trust Advisors | History | No change | 3,400 | 1,212 | 0.09% | 0.1% | 679 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 3,388 | 1,208 | 0.15% | 0.16% | 680 | -37 | -1.08% | Q1 2026 | May 04, 2026 |
| Mittelman Wealth Management | History | New | 3,428 | 1,200 | 0.75% | — | 682 | +3,428 | New | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 3,366 | 1,200 | 0.5% | 0.54% | 681 | -42 | -1.23% | Q1 2026 | May 15, 2026 |
| Bollard Group LLC | History | Added to | 3,344 | 1,192 | 0.04% | 0.03% | 683 | +8 | 0.24% | Q1 2026 | May 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 3,331 | 1,187 | 0.32% | 0.34% | 684 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 3,329 | 1,186 | 0.07% | 0.07% | 685 | +1 | 0.03% | Q1 2026 | May 01, 2026 |
| Wealthquest Corp | History | No change | 3,157 | 1,179 | 0.09% | 0.09% | 686 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 3,286 | 1,171 | 0.1% | 0.1% | 687 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Private Trust Co. | History | No change | 3,264 | 1,163 | 0.07% | 0.07% | 688 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 3,248 | 1,158 | 0.34% | 0.36% | 689 | -15 | -0.46% | Q1 2026 | May 07, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 3,235 | 1,153 | 0.06% | 0.06% | 690 | -30 | -0.92% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,228 | 1,151 | 0.38% | 0.4% | 691 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 3,230 | 1,151 | 0.84% | 0.87% | 692 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Added to | 3,218 | 1,147 | 0.07% | 0.06% | 693 | +611 | 23.44% | Q1 2026 | Apr 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 3,214 | 1,145 | 0.06% | 0.07% | 694 | +1,562 | 94.55% | Q1 2026 | Apr 22, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 3,211 | 1,144 | 0.7% | 0.73% | 695 | +6 | 0.19% | Q1 2026 | Apr 21, 2026 |
| ATLas Financial Planning LLC | History | Reduced | 3,198 | 1,140 | 1.02% | 1.21% | 696 | -94 | -2.86% | Q1 2026 | Apr 27, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 3,190 | 1,137 | 0.15% | 0.16% | 697 | +5 | 0.16% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 3,184 | 1,135 | 0.04% | 0.03% | 698 | +2,500 | 365.5% | Q1 2026 | May 15, 2026 |
| Soundwatch Capital LLC | History | No change | 3,183 | 1,134 | 0.14% | 0.18% | 699 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Note Advisors, LLC | History | No change | 3,168 | 1,129 | 0.56% | 0.61% | 700 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,023 | 1,128 | 0.09% | 0.09% | 701 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 3,150 | 1,122 | 0.06% | 0.06% | 702 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wealth Architects, LLC | History | No change | 3,121 | 1,112 | 0.1% | 0.1% | 703 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oldfather Financial Services, LLC | History | No change | 2,959 | 1,105 | 0.33% | 0.33% | 704 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 3,094 | 1,103 | 0.31% | 0.33% | 706 | +7 | 0.23% | Q1 2026 | Apr 27, 2026 |
| SNS Financial Group, LLC | History | No change | 3,096 | 1,103 | 0.1% | 0.1% | 705 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SPINNAKER TRUST | History | No change | 3,092 | 1,102 | 0.06% | 0.06% | 707 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 3,073 | 1,095 | 0.08% | 0.1% | 708 | -447 | -12.7% | Q1 2026 | Apr 29, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 3,066 | 1,093 | 0.2% | 0.22% | 709 | -29 | -0.94% | Q1 2026 | Apr 30, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 3,057 | 1,090 | 0.65% | 0.68% | 710 | -1,095 | -26.37% | Q1 2026 | Apr 16, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | No change | 3,038 | 1,083 | 0.16% | 0.14% | 711 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Chandler Asset Management, Inc. | History | No change | 3,000 | 1,069 | 0.16% | 0.18% | 712 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,994 | 1,068 | 0.12% | 0.12% | 713 | +86 | 2.96% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,987 | 1,064 | 0.01% | 0.01% | 714 | +131 | 4.59% | Q1 2026 | Apr 15, 2026 |
| BLB&B Advisors, LLC | History | No change | 2,982 | 1,063 | 0.04% | 0.05% | 715 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NWAM LLC | History | Added to | 2,979 | 1,062 | 0.06% | 0.05% | 716 | +783 | 35.66% | Q1 2026 | May 04, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 2,974 | 1,060 | 0.09% | 0.1% | 717 | +61 | 2.09% | Q1 2026 | Apr 07, 2026 |
| HM PAYSON & CO | History | Added to | 2,972 | 1,059 | 0.02% | 0.01% | 718 | +700 | 30.81% | Q1 2026 | Apr 13, 2026 |
| IFG Advisors, LLC | History | Added to | 2,970 | 1,059 | 0.17% | 0.18% | 719 | +6 | 0.2% | Q1 2026 | Apr 09, 2026 |
| Aprio Wealth Management, LLC | History | New | 2,969 | 1,058 | 0.06% | — | 720 | +2,969 | New | Q1 2026 | May 11, 2026 |
| OFS Enterprise LLC | History | New | 2,959 | 1,055 | 0.31% | — | 721 | +2,959 | New | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,957 | 1,054 | 0.11% | 0.06% | 723 | +1,311 | 79.65% | Q1 2026 | May 11, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 2,824 | 1,054 | 0.07% | 0.07% | 722 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financially in Tune, LLC | History | Reduced | 2,946 | 1,050 | 0.9% | 1.08% | 725 | -144 | -4.66% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | No change | 2,945 | 1,050 | 0.05% | 0.05% | 724 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 2,939 | 1,048 | 0.02% | 0.02% | 726 | +90 | 3.16% | Q1 2026 | May 14, 2026 |
| JHP Wealth Management, LLC | History | Added to | 2,935 | 1,046 | 1.0% | 1.06% | 727 | +7 | 0.24% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | No change | 2,932 | 1,045 | 0.01% | 0.01% | 728 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | No change | 2,930 | 1,044 | 0.02% | 0.02% | 729 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 2,926 | 1,043 | 0.32% | 0.33% | 730 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 2,925 | 1,042 | 0.52% | 0.49% | 731 | +30 | 1.04% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 2,945 | 1,035 | 0.03% | 0.03% | 732 | +36 | 1.24% | Q1 2026 | May 11, 2026 |
| SEMITAM BONAM LLC | History | Reduced | 2,897 | 1,032 | 0.84% | 0.93% | 733 | -85 | -2.85% | Q1 2026 | Apr 21, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 2,892 | 1,031 | 0.15% | 0.07% | 734 | +1,719 | 146.55% | Q1 2026 | May 08, 2026 |
| Legacy Trust | History | Reduced | 2,885 | 1,028 | 0.2% | 0.21% | 735 | -100 | -3.35% | Q1 2026 | Apr 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 2,867 | 1,022 | 0.29% | 0.33% | 736 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 2,866 | 1,021 | 0.29% | 0.32% | 737 | -2,866 | -50.0% | Q1 2026 | Apr 16, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 2,840 | 1,012 | 0.2% | 0.21% | 738 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 2,837 | 1,011 | 0.06% | 0.06% | 739 | +50 | 1.79% | Q1 2026 | May 14, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 2,814 | 1,003 | 1.13% | 1.17% | 740 | -19 | -0.67% | Q1 2026 | Apr 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 2,806 | 1,000 | 0.21% | 0.22% | 741 | -9 | -0.32% | Q1 2026 | May 05, 2026 |
| 5T Wealth, LLC | History | Added to | 2,777 | 990 | 0.39% | 0.41% | 742 | +31 | 1.13% | Q1 2026 | Apr 13, 2026 |
| Indivisible Partners | History | New | 2,751 | 980 | 0.09% | — | 744 | +2,751 | New | Q1 2026 | Apr 30, 2026 |
| Segment Wealth Management, LLC | History | No change | 2,751 | 980 | 0.06% | 0.06% | 743 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hamilton Wealth, LLC | History | New | 2,745 | 978 | 0.07% | — | 745 | +2,745 | New | Q1 2026 | May 18, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 2,711 | 966 | 0.2% | 0.34% | 746 | -1,763 | -39.41% | Q1 2026 | Apr 15, 2026 |
| LGL PARTNERS, LLC | History | Added to | 2,705 | 964 | 0.4% | 0.43% | 748 | +7 | 0.26% | Q1 2026 | May 14, 2026 |
| Boston Trust Walden Corp | History | No change | 2,705 | 964 | 0.01% | 0.01% | 747 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 2,703 | 963 | 0.03% | 0.03% | 749 | +97 | 3.72% | Q1 2026 | Apr 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 2,700 | 962 | 0.03% | 0.03% | 750 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HTG Investment Advisors, Inc. | History | New | 2,696 | 961 | 0.27% | — | 751 | +2,696 | New | Q1 2026 | Apr 27, 2026 |
| Hemenway Trust Co LLC | History | Added to | 2,689 | 958 | 0.08% | 0.07% | 752 | +99 | 3.82% | Q1 2026 | May 07, 2026 |
| Patten Group, Inc. | History | Reduced | 2,679 | 955 | 0.17% | 0.2% | 753 | -276 | -9.34% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,666 | 950 | 0.04% | 0.05% | 754 | -305 | -10.27% | Q1 2026 | Apr 28, 2026 |
| Northstar Group, Inc. | History | No change | 2,662 | 949 | 0.13% | 0.14% | 755 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Abundance Wealth Counselors | History | Added to | 2,647 | 943 | 0.14% | 0.06% | 756 | +1,640 | 162.86% | Q1 2026 | Apr 22, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,644 | 942 | 0.0% | 0.0% | 757 | -1,843 | -41.07% | Q1 2026 | May 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 2,636 | 939 | 0.05% | 0.05% | 758 | +255 | 10.71% | Q1 2026 | Apr 23, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 2,629 | 937 | 0.53% | — | 759 | +2,629 | New | Q1 2026 | May 11, 2026 |
| Shepherd Financial Partners LLC | History | No change | 2,627 | 936 | 0.09% | 0.09% | 760 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 2,625 | 935 | 0.34% | 0.38% | 761 | -63 | -2.34% | Q1 2026 | Apr 09, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 2,450 | 933 | 0.06% | 0.06% | 762 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,613 | 931 | 0.02% | 0.02% | 763 | -228 | -8.03% | Q1 2026 | May 07, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 2,598 | 926 | 0.85% | 0.98% | 765 | -191 | -6.85% | Q1 2026 | May 08, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 2,599 | 926 | 0.24% | 0.28% | 764 | -43 | -1.63% | Q1 2026 | Apr 16, 2026 |
| RMR Wealth Builders | History | Reduced | 2,588 | 922 | 0.07% | 0.08% | 766 | -18 | -0.69% | Q1 2026 | Apr 22, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 2,579 | 919 | 0.18% | 0.18% | 767 | +202 | 8.5% | Q1 2026 | Apr 29, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 2,573 | 917 | 0.04% | 0.05% | 768 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 2,540 | 905 | 0.28% | 0.29% | 769 | +5 | 0.2% | Q1 2026 | Apr 13, 2026 |
| Syverson Strege & Co | History | Added to | 2,529 | 901 | 0.22% | 0.22% | 770 | +3 | 0.12% | Q1 2026 | May 04, 2026 |
| Falcon Wealth Planning | History | Added to | 2,526 | 900 | 0.06% | 0.08% | 771 | +87 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 2,526 | 900 | 0.06% | 0.07% | 772 | -41 | -1.6% | Q1 2026 | May 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 2,513 | 896 | 0.06% | 0.06% | 773 | +268 | 11.94% | Q1 2026 | May 12, 2026 |
| Tranquility Partners, LLC | History | Added to | 2,514 | 896 | 0.34% | 0.32% | 774 | +140 | 5.9% | Q1 2026 | Apr 20, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,504 | 892 | 0.02% | 0.07% | 776 | -7,317 | -74.5% | Q1 2026 | Apr 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 2,504 | 892 | 0.03% | 0.03% | 775 | +296 | 13.41% | Q1 2026 | May 07, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 2,389 | 892 | 0.28% | 0.28% | 777 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROCKLAND TRUST CO | History | Added to | 2,491 | 888 | 0.04% | 0.02% | 778 | +1,300 | 109.15% | Q1 2026 | Apr 16, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 2,455 | 875 | 0.31% | 0.32% | 779 | +38 | 1.57% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,440 | 869 | 0.05% | 0.06% | 780 | -22 | -0.89% | Q1 2026 | May 15, 2026 |
| Strategic Advisors LLC | History | Reduced | 2,436 | 868 | 0.14% | 0.14% | 781 | -31 | -1.26% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Added to | 2,429 | 865 | 0.1% | 0.1% | 782 | +8 | 0.33% | Q1 2026 | May 04, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,423 | 863 | 0.09% | 0.19% | 784 | -2,724 | -52.92% | Q1 2026 | May 14, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 2,421 | 863 | 0.47% | 0.5% | 783 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,412 | 860 | 0.06% | 0.07% | 785 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Planning Project LLC | History | No change | 2,303 | 859 | 0.22% | 0.22% | 786 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 2,403 | 856 | 0.12% | 0.13% | 787 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 2,392 | 852 | 0.07% | 0.07% | 788 | +4 | 0.17% | Q1 2026 | May 07, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 2,382 | 849 | 0.74% | 0.75% | 789 | -127 | -5.06% | Q1 2026 | May 08, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 2,380 | 848 | 0.33% | 0.34% | 790 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,371 | 845 | 0.02% | 0.03% | 791 | -846 | -26.3% | Q1 2026 | May 15, 2026 |
| LCNB CORP | History | Reduced | 2,365 | 843 | 0.28% | 0.32% | 792 | -200 | -7.8% | Q1 2026 | May 11, 2026 |
| MAYPORT, LLC | History | No change | 2,352 | 838 | 0.16% | 0.18% | 793 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 2,349 | 837 | 0.52% | 0.55% | 794 | +6 | 0.26% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,343 | 835 | 0.02% | 0.02% | 795 | -176 | -6.99% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 2,340 | 834 | 0.13% | 0.14% | 796 | +5 | 0.21% | Q1 2026 | May 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,334 | 832 | 0.12% | 0.13% | 797 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 2,327 | 829 | 1.25% | 1.28% | 798 | +16 | 0.69% | Q1 2026 | Apr 30, 2026 |
| Carnegie Investment Counsel | History | Reduced | 2,322 | 827 | 0.02% | 0.02% | 799 | -631 | -21.37% | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,313 | 824 | 0.0% | — | 800 | +2,313 | New | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,308 | 822 | 0.03% | 0.04% | 801 | -193 | -7.72% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,300 | 820 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ENZI WEALTH | History | Reduced | 2,296 | 818 | 0.28% | 0.33% | 803 | -161 | -6.55% | Q1 2026 | Apr 24, 2026 |
| Graver Capital Management, LLC | History | Reduced | 2,286 | 815 | 0.62% | 0.87% | 804 | -671 | -22.69% | Q1 2026 | Apr 23, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 2,281 | 813 | 0.38% | 0.4% | 805 | +6 | 0.26% | Q1 2026 | Apr 17, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 2,113 | 809 | 0.59% | 0.61% | 806 | -40 | -1.86% | Q1 2026 | May 12, 2026 |
| Next Level Private LLC | History | Added to | 2,265 | 807 | 0.18% | 0.22% | 807 | +4 | 0.18% | Q1 2026 | Apr 23, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 2,240 | 798 | 0.23% | 0.25% | 809 | -140 | -5.88% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 2,240 | 798 | 0.02% | 0.02% | 808 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Retirement Wealth Solutions LLC | History | New | 2,235 | 796 | 0.5% | — | 811 | +2,235 | New | Q1 2026 | Apr 07, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 2,234 | 796 | 0.33% | 0.34% | 810 | +3 | 0.13% | Q1 2026 | May 06, 2026 |
| Harbor Group, Inc. | History | Added to | 2,223 | 792 | 0.11% | 0.12% | 812 | +5 | 0.23% | Q1 2026 | Apr 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 2,205 | 786 | 0.08% | 0.07% | 813 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BSW Wealth Partners | History | Added to | 2,197 | 783 | 0.1% | 0.06% | 814 | +791 | 56.26% | Q1 2026 | Apr 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,194 | 782 | 0.26% | 0.29% | 815 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fairway Wealth LLC | History | Added to | 2,179 | 776 | 0.2% | 0.04% | 816 | +1,756 | 415.13% | Q1 2026 | Apr 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,172 | 774 | 0.02% | 0.03% | 817 | -644 | -22.87% | Q1 2026 | Apr 08, 2026 |
| Verum Partners LLC | History | Reduced | 2,169 | 773 | 0.15% | 0.17% | 819 | -104 | -4.58% | Q1 2026 | Apr 15, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 2,169 | 773 | 0.15% | 0.17% | 818 | -3 | -0.14% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 2,157 | 769 | 0.1% | 0.11% | 820 | -10 | -0.46% | Q1 2026 | Apr 16, 2026 |
| IFS Advisors, LLC | History | Reduced | 2,115 | 754 | 0.39% | 0.42% | 822 | -26 | -1.21% | Q1 2026 | Apr 06, 2026 |
| Portland Global Advisors LLC | History | No change | 2,117 | 754 | 0.08% | 0.08% | 821 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 2,106 | 750 | 0.22% | 0.13% | 823 | +957 | 83.29% | Q1 2026 | Apr 24, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 2,100 | 748 | 0.03% | 0.03% | 824 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 2,096 | 747 | 0.16% | 0.16% | 825 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,093 | 746 | 0.04% | 0.04% | 826 | -117 | -5.29% | Q1 2026 | May 18, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 2,076 | 740 | 0.14% | 0.13% | 827 | -36 | -1.7% | Q1 2026 | May 20, 2026 |
| Heritage Financial Services, LLC | History | No change | 1,974 | 737 | 0.06% | 0.06% | 828 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 2,062 | 735 | 0.69% | — | 829 | +2,062 | New | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | Added to | 2,051 | 731 | 0.09% | 0.07% | 831 | +602 | 41.55% | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,052 | 731 | 0.01% | 0.01% | 830 | -241 | -10.51% | Q1 2026 | Apr 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 2,050 | 730 | 0.08% | 0.11% | 833 | -264 | -11.41% | Q1 2026 | Apr 23, 2026 |
| HEADINVEST, LLC | History | Reduced | 2,050 | 730 | 0.15% | 0.16% | 832 | -80 | -3.76% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,041 | 727 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 2,038 | 726 | 0.21% | 0.23% | 835 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,029 | 723 | 0.0% | — | 836 | +2,029 | New | Q1 2026 | May 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 2,027 | 722 | 0.11% | 0.12% | 837 | -9 | -0.44% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | No change | 2,019 | 719 | 0.03% | 0.03% | 838 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,011 | 717 | 0.05% | 0.06% | 839 | +92 | 4.79% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,811 | 715 | 0.1% | 0.1% | 841 | +77 | 4.44% | Q1 2026 | May 06, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 2,007 | 715 | 0.17% | 0.18% | 840 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 2,004 | 714 | 0.03% | 0.03% | 843 | -435 | -17.84% | Q1 2026 | May 12, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 2,003 | 714 | 0.08% | 0.1% | 842 | -55 | -2.67% | Q1 2026 | Apr 30, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 1,990 | 709 | 0.01% | 0.01% | 844 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 1,983 | 706 | 0.06% | 0.09% | 846 | -1,017 | -33.9% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,981 | 706 | 0.01% | 0.01% | 845 | -546 | -21.61% | Q1 2026 | May 14, 2026 |
| BankPlus Trust Department | History | Reduced | 1,982 | 706 | 0.19% | 0.2% | 847 | -84 | -4.07% | Q1 2026 | May 11, 2026 |
| PARTHENON LLC | History | No change | 1,980 | 705 | 0.08% | 0.08% | 848 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 1,980 | 705 | 0.02% | 0.01% | 849 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NORDEN GROUP LLC | History | Added to | 1,973 | 703 | 0.07% | 0.07% | 850 | +1 | 0.05% | Q1 2026 | Apr 15, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 1,841 | 700 | 0.4% | 0.42% | 851 | +10 | 0.55% | Q1 2026 | Apr 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,952 | 696 | 0.01% | 0.01% | 852 | -9 | -0.46% | Q1 2026 | Apr 17, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 1,949 | 695 | 0.06% | 0.06% | 853 | -48 | -2.4% | Q1 2026 | May 15, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 1,949 | 694 | 0.23% | 0.26% | 855 | -134 | -6.43% | Q1 2026 | Apr 21, 2026 |
| Smith Salley Wealth Management | History | No change | 1,949 | 694 | 0.03% | 0.04% | 854 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 1,937 | 690 | 0.04% | 0.04% | 856 | +180 | 10.24% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | No change | 1,927 | 687 | 0.01% | 0.01% | 857 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 1,925 | 686 | 0.35% | 0.44% | 859 | -248 | -11.41% | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | No change | 1,925 | 686 | 0.03% | 0.03% | 858 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 1,836 | 685 | 0.03% | 0.03% | 860 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| 1ST SOURCE BANK | History | Added to | 1,921 | 684 | 0.04% | 0.02% | 861 | +647 | 50.78% | Q1 2026 | May 04, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,904 | 678 | 0.02% | 0.02% | 862 | +1 | 0.05% | Q1 2026 | May 06, 2026 |
| Mechanics Bank Trust Department | History | No change | 1,900 | 677 | 0.09% | 0.09% | 863 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,900 | 677 | 0.11% | 0.12% | 864 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 1,895 | 675 | 0.05% | 0.06% | 865 | -24 | -1.25% | Q1 2026 | Apr 29, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 1,892 | 674 | 0.1% | 0.11% | 866 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 1,888 | 673 | 0.04% | 0.04% | 867 | +13 | 0.69% | Q1 2026 | May 05, 2026 |
| SIMA Wealth Partners, LLC | History | New | 1,884 | 671 | 0.51% | — | 868 | +1,884 | New | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,860 | 663 | 0.04% | 0.04% | 869 | +119 | 6.84% | Q1 2026 | Apr 30, 2026 |
| Global Wealth Management, LLC | History | Added to | 1,862 | 663 | 0.36% | 0.37% | 870 | +5 | 0.27% | Q1 2026 | Apr 16, 2026 |
| Heck Capital Advisors, LLC | History | No change | 1,860 | 663 | 0.05% | 0.05% | 871 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 1,855 | 661 | 0.29% | 0.31% | 872 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 1,853 | 660 | 0.29% | 0.3% | 873 | +5 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 1,850 | 659 | 0.26% | 0.26% | 874 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Omnia Family Wealth, LLC | History | No change | 1,848 | 658 | 0.21% | 0.2% | 875 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 1,845 | 657 | 0.02% | 0.02% | 876 | -15 | -0.81% | Q1 2026 | Apr 29, 2026 |
| Journey Advisory Group, LLC | History | No change | 1,836 | 654 | 0.06% | 0.06% | 877 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 1,835 | 654 | 0.52% | 0.59% | 878 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JB Capital LLC | History | Added to | 1,833 | 653 | 0.03% | 0.03% | 880 | +2 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Crewe Advisors LLC | History | No change | 1,833 | 653 | 0.06% | 0.06% | 879 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 1,831 | 652 | 0.02% | 0.02% | 882 | +172 | 10.37% | Q1 2026 | Apr 07, 2026 |
| Delta Investment Management, LLC | History | No change | 1,829 | 652 | 0.12% | 0.12% | 881 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 1,817 | 647 | 0.0% | — | 883 | +1,817 | New | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 1,811 | 645 | 0.07% | 0.08% | 884 | -100 | -5.23% | Q1 2026 | Apr 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,807 | 644 | 0.01% | 0.01% | 885 | -1,114 | -38.14% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,808 | 644 | 0.08% | 0.09% | 887 | -145 | -7.42% | Q1 2026 | Apr 08, 2026 |
| Alcosta Capital Management, Inc. | History | No change | 1,808 | 644 | 0.49% | 0.42% | 886 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 1,803 | 642 | 0.43% | 0.5% | 889 | -188 | -9.44% | Q1 2026 | Apr 13, 2026 |
| Diversified Portfolios, Inc. | History | No change | 1,801 | 642 | 0.05% | 0.06% | 888 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LPWM LLC | History | No change | 1,798 | 641 | 0.16% | 0.17% | 890 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 1,786 | 636 | 0.04% | 0.05% | 891 | -367 | -17.05% | Q1 2026 | Apr 23, 2026 |
| Empowered Funds, LLC | History | New | 1,782 | 635 | 0.0% | — | 892 | +1,782 | New | Q1 2026 | May 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 1,690 | 631 | 0.09% | 0.09% | 893 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PACK Private Wealth, LLC | History | No change | 1,772 | 631 | 0.29% | 0.3% | 894 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 1,766 | 630 | 0.29% | 0.33% | 895 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Aviance Capital Partners, LLC | History | No change | 1,766 | 629 | 0.07% | 0.08% | 896 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WNY Asset Management, LLC | History | New | 1,755 | 625 | 0.06% | — | 898 | +1,755 | New | Q1 2026 | May 22, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 1,753 | 625 | 0.48% | 0.49% | 897 | -2 | -0.11% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,746 | 622 | 0.02% | 0.03% | 899 | +19 | 1.1% | Q1 2026 | May 19, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 1,732 | 617 | 0.1% | 0.11% | 900 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,723 | 614 | 0.12% | 0.12% | 901 | -98 | -5.38% | Q1 2026 | Apr 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 1,722 | 614 | 0.04% | 0.04% | 902 | +1 | 0.06% | Q1 2026 | Apr 29, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 1,721 | 613 | 0.02% | 0.02% | 903 | -53 | -2.99% | Q1 2026 | Apr 24, 2026 |
| KilterHowling LLC | History | Added to | 1,715 | 611 | 0.31% | 0.32% | 905 | +4 | 0.23% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Reduced | 1,716 | 611 | 0.14% | 0.15% | 906 | -2 | -0.12% | Q1 2026 | Apr 08, 2026 |
| Obermeyer Wealth Partners | History | No change | 1,715 | 611 | 0.03% | 0.03% | 904 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Palisade Asset Management, LLC | History | No change | 1,711 | 610 | 0.06% | 0.06% | 907 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 1,711 | 610 | 0.04% | 0.05% | 908 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Avant Financial Advisors LLC | History | No change | 1,713 | 610 | 0.43% | 0.46% | 909 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 1,632 | 609 | 0.18% | 0.18% | 910 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AAF Wealth Management, LLC | History | No change | 1,684 | 600 | 0.25% | 0.26% | 911 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 1,677 | 598 | 0.09% | 0.09% | 912 | +36 | 2.19% | Q1 2026 | Apr 13, 2026 |
| Members Trust Co | History | Reduced | 1,675 | 597 | 0.02% | 0.02% | 913 | -230 | -12.07% | Q1 2026 | May 04, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 1,675 | 597 | 0.19% | 0.23% | 914 | -149 | -8.17% | Q1 2026 | May 04, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 1,598 | 596 | 0.12% | 0.12% | 915 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| TRUE Private Wealth Advisors | History | No change | 1,656 | 590 | 0.06% | 0.06% | 916 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avid Wealth Partners LLC | History | New | 1,649 | 587 | 0.28% | — | 919 | +1,649 | New | Q1 2026 | Apr 30, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 1,647 | 587 | 0.13% | 0.17% | 917 | -436 | -20.93% | Q1 2026 | Apr 17, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 1,647 | 587 | 0.05% | 0.05% | 918 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | No change | 1,643 | 585 | 0.61% | 0.61% | 920 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 1,635 | 582 | 0.27% | — | 921 | +1,635 | New | Q1 2026 | Apr 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 1,629 | 580 | 0.02% | 0.03% | 922 | -1,695 | -50.99% | Q1 2026 | May 18, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 1,625 | 579 | 0.21% | 0.33% | 923 | -1,054 | -39.34% | Q1 2026 | May 12, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 1,624 | 579 | 0.07% | 0.08% | 924 | -216 | -11.74% | Q1 2026 | Apr 10, 2026 |
| PFG Investments, LLC | History | Reduced | 1,621 | 578 | 0.03% | 0.03% | 925 | -147 | -8.31% | Q1 2026 | Apr 27, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 1,620 | 577 | 0.42% | 0.43% | 926 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Black Diamond Financial, LLC | History | No change | 1,618 | 576 | 0.06% | 0.06% | 927 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TritonPoint Partners, LLC | History | Added to | 1,613 | 575 | 0.21% | 0.32% | 928 | +4 | 0.25% | Q1 2026 | Apr 28, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 1,608 | 573 | 0.03% | 0.03% | 929 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Notis-McConarty Edward | History | No change | 1,600 | 570 | 0.28% | 0.28% | 930 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SYON CAPITAL LLC | History | No change | 1,600 | 570 | 0.03% | 0.03% | 931 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,598 | 569 | 0.0% | 0.0% | 932 | +664 | 71.09% | Q1 2026 | May 06, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 1,525 | 569 | 0.05% | 0.05% | 933 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 1,593 | 568 | 0.05% | 0.11% | 934 | -919 | -36.58% | Q1 2026 | May 12, 2026 |
| Carter Financial Group, INC. | History | Added to | 1,587 | 565 | 0.35% | 0.35% | 935 | +4 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,582 | 564 | 0.01% | 0.01% | 936 | -633 | -28.58% | Q1 2026 | Apr 22, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 1,583 | 564 | 0.28% | 0.29% | 937 | +2 | 0.13% | Q1 2026 | Apr 16, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 1,574 | 561 | 0.12% | 0.18% | 938 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 1,572 | 560 | 0.38% | 0.39% | 940 | -26 | -1.63% | Q1 2026 | May 07, 2026 |
| Powerhouse Assets LLC | History | No change | 1,572 | 560 | 0.49% | 0.52% | 939 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 1,571 | 560 | 0.32% | 0.33% | 941 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 1,570 | 559 | 0.04% | 0.04% | 942 | -100 | -5.99% | Q1 2026 | Apr 27, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 1,562 | 557 | 0.08% | 0.12% | 943 | -668 | -29.96% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,557 | 555 | 0.03% | 0.03% | 944 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 1,488 | 555 | 0.07% | 0.07% | 945 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| North Berkeley Wealth Management, LLC | History | Reduced | 1,551 | 553 | 0.29% | 0.37% | 946 | -131 | -7.79% | Q1 2026 | May 15, 2026 |
| Hurley Capital, LLC | History | New | 1,550 | 552 | 0.3% | — | 947 | +1,550 | New | Q1 2026 | May 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 1,535 | 547 | 0.07% | 0.08% | 948 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 1,530 | 545 | 0.03% | 0.03% | 949 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Security National Bank | History | Reduced | 1,528 | 544 | 0.08% | 0.09% | 950 | -188 | -10.96% | Q1 2026 | Apr 16, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 1,525 | 543 | 0.05% | — | 953 | +1,525 | New | Q1 2026 | Apr 08, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 1,524 | 543 | 0.03% | 0.03% | 951 | -230 | -13.11% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 1,523 | 543 | 0.01% | 0.01% | 952 | -43 | -2.75% | Q1 2026 | Apr 15, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 1,522 | 542 | 0.05% | 0.05% | 954 | +72 | 4.97% | Q1 2026 | May 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 1,519 | 541 | 0.05% | — | 955 | +1,519 | New | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Added to | 1,516 | 540 | 0.01% | 0.01% | 956 | +2 | 0.13% | Q1 2026 | Apr 17, 2026 |
| StoneX Group Inc. | History | Reduced | 1,501 | 535 | 0.03% | 0.04% | 958 | -656 | -30.41% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,501 | 535 | 0.01% | 0.01% | 957 | +431 | 40.28% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,323 | 534 | 0.03% | 0.02% | 959 | +318 | 31.64% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 1,497 | 533 | 0.04% | 0.02% | 960 | +710 | 90.22% | Q1 2026 | Apr 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,427 | 532 | 0.03% | 0.03% | 961 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Proficio Capital Partners LLC | History | No change | 1,490 | 531 | 0.03% | 0.04% | 962 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,474 | 525 | 0.04% | 0.04% | 963 | +184 | 14.26% | Q1 2026 | May 15, 2026 |
| Ruggaard & Associates LLC | History | No change | 1,403 | 523 | 0.21% | 0.21% | 964 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Northside Capital Management, LLC | History | Reduced | 1,465 | 522 | 0.05% | 0.07% | 965 | -603 | -29.16% | Q1 2026 | Apr 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 1,464 | 521 | 0.01% | 0.01% | 966 | -92 | -5.91% | Q1 2026 | Apr 20, 2026 |
| Farmers National Bank | History | No change | 1,392 | 519 | 0.12% | 0.12% | 967 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 1,458 | 519 | 0.37% | 0.41% | 968 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 1,453 | 517 | 0.0% | 0.0% | 969 | +3 | 0.21% | Q1 2026 | May 14, 2026 |
| Curated Wealth Partners LLC | History | No change | 1,450 | 517 | 0.07% | 0.06% | 970 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 1,444 | 514 | 0.02% | 0.02% | 971 | +110 | 8.25% | Q1 2026 | May 12, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 1,443 | 514 | 0.08% | 0.07% | 972 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Added to | 1,441 | 513 | 0.01% | 0.01% | 973 | +177 | 14.0% | Q1 2026 | Apr 20, 2026 |
| Capital International Investors | History | Reduced | 1,473 | 510 | 0.0% | 0.0% | 975 | -7,146 | -82.91% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,432 | 510 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 1,427 | 508 | 0.14% | 0.14% | 976 | +3 | 0.21% | Q1 2026 | Apr 27, 2026 |
| Summit Asset Management, LLC | History | No change | 1,424 | 507 | 0.07% | 0.08% | 977 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 1,417 | 505 | 0.02% | 0.02% | 979 | -28 | -1.94% | Q1 2026 | May 06, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 1,418 | 505 | 0.14% | 0.14% | 978 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,414 | 504 | 0.01% | 0.01% | 980 | -79 | -5.29% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 1,408 | 502 | 0.01% | 0.02% | 981 | -356 | -20.18% | Q1 2026 | Apr 29, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 1,397 | 498 | 0.2% | 0.2% | 982 | +1 | 0.07% | Q1 2026 | Apr 24, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 1,392 | 496 | 0.01% | 0.01% | 983 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LAWOOD & CO | History | Reduced | 1,391 | 495 | 0.46% | 0.52% | 984 | -80 | -5.44% | Q1 2026 | Apr 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 1,383 | 493 | 0.05% | 0.05% | 985 | -34 | -2.4% | Q1 2026 | Apr 15, 2026 |
| Sentry LLC | History | Reduced | 1,382 | 492 | 0.16% | 0.15% | 986 | -68 | -4.69% | Q1 2026 | Apr 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,370 | 488 | 0.03% | 0.02% | 987 | +449 | 48.75% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | Added to | 1,370 | 488 | 0.04% | 0.05% | 988 | +1 | 0.07% | Q1 2026 | May 11, 2026 |
| MA Private Wealth | History | Reduced | 1,366 | 487 | 0.08% | 0.09% | 989 | -78 | -5.4% | Q1 2026 | May 07, 2026 |
| Adelphi Trust Co | History | Reduced | 1,364 | 486 | 0.4% | 0.42% | 990 | -28 | -2.01% | Q1 2026 | Apr 01, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 1,359 | 484 | 0.23% | 0.13% | 992 | +595 | 77.88% | Q1 2026 | Apr 15, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 1,358 | 484 | 0.07% | 0.07% | 991 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 1,340 | 484 | 0.05% | 0.07% | 993 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sigma Planning Corp | History | Added to | 1,353 | 482 | 0.01% | 0.01% | 994 | +590 | 77.33% | Q1 2026 | May 04, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 1,352 | 482 | 0.42% | 0.43% | 995 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,350 | 481 | 0.35% | 0.0% | 997 | +1,346 | 33650.0% | Q1 2026 | Apr 27, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,350 | 481 | 0.03% | 0.02% | 996 | +371 | 37.9% | Q1 2026 | Apr 20, 2026 |
| PGIM Custom Harvest LLC | History | No change | 1,346 | 479 | 0.01% | 0.01% | 998 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,343 | 478 | 0.03% | 0.13% | 999 | -5,964 | -81.62% | Q1 2026 | Apr 28, 2026 |
| M3 Advisory Group, LLC | History | Added to | 1,340 | 477 | 0.29% | 0.3% | 1000 | +2 | 0.15% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,337 | 476 | 0.0% | 0.0% | 1001 | +639 | 91.55% | Q1 2026 | May 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 1,334 | 475 | 0.03% | 0.08% | 1002 | -1,388 | -50.99% | Q1 2026 | May 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 1,332 | 475 | 0.03% | 0.03% | 1003 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 1,327 | 473 | 0.12% | 0.12% | 1005 | +27 | 2.08% | Q1 2026 | Apr 03, 2026 |
| Pointe Capital Management LLC | History | No change | 1,329 | 473 | 0.23% | 0.25% | 1004 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | No change | 1,230 | 472 | 0.02% | 0.02% | 1006 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 1,322 | 471 | 0.33% | 0.35% | 1007 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Factor Wealth Management LTD | History | Added to | 1,321 | 470 | 0.09% | 0.11% | 1008 | +15 | 1.15% | Q1 2026 | Apr 20, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 1,252 | 467 | 0.16% | 0.16% | 1009 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 1,299 | 463 | 0.18% | 0.2% | 1010 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Research Global Investors | History | New | 1,333 | 462 | 0.0% | — | 1011 | +1,333 | New | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Added to | 1,288 | 459 | 0.07% | 0.08% | 1012 | +3 | 0.23% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 1,281 | 456 | 0.04% | 0.05% | 1013 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 1,273 | 453 | 0.06% | 0.06% | 1014 | +65 | 5.38% | Q1 2026 | Apr 08, 2026 |
| Abacus Planning Group, Inc. | History | No change | 1,269 | 452 | 0.06% | 0.06% | 1015 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| UNION SAVINGS BANK | History | No change | 1,263 | 450 | 0.2% | 0.2% | 1016 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 1,200 | 448 | 0.29% | 0.29% | 1017 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CMH Wealth Management LLC | History | New | 1,248 | 445 | 0.08% | — | 1018 | +1,248 | New | Q1 2026 | Apr 13, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 1,226 | 443 | 0.07% | 0.1% | 1020 | -333 | -21.36% | Q1 2026 | Apr 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 1,244 | 443 | 0.01% | 0.01% | 1019 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| McAdam, LLC | History | Reduced | 1,233 | 439 | 0.02% | 0.03% | 1022 | -272 | -18.07% | Q1 2026 | May 08, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 1,234 | 439 | 0.15% | 0.15% | 1021 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gibbs Wealth Management | History | Added to | 1,226 | 437 | 0.06% | 0.09% | 1023 | +273 | 28.65% | Q1 2026 | May 13, 2026 |
| Investmark Advisory Group LLC | History | Added to | 1,219 | 434 | 0.19% | 0.17% | 1024 | +167 | 15.87% | Q1 2026 | May 15, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 1,218 | 434 | 0.43% | 0.47% | 1025 | +2 | 0.16% | Q1 2026 | May 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 1,209 | 431 | 0.0% | 0.0% | 1026 | -40 | -3.2% | Q1 2026 | May 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 1,207 | 430 | 0.05% | 0.05% | 1027 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,203 | 429 | 0.01% | 0.01% | 1028 | -14 | -1.15% | Q1 2026 | Apr 21, 2026 |
| Grant Street Asset Management, Inc. | History | New | 1,199 | 427 | 0.08% | — | 1031 | +1,199 | New | Q1 2026 | May 07, 2026 |
| SOMERVILLE KURT F | History | Reduced | 1,200 | 427 | 0.11% | 0.11% | 1029 | -544 | -31.19% | Q1 2026 | May 08, 2026 |
| V2 Financial group LLC | History | No change | 1,200 | 427 | 0.2% | 0.22% | 1030 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 1,189 | 424 | 0.0% | 0.0% | 1032 | -10 | -0.83% | Q1 2026 | May 15, 2026 |
| Generation Capital Management LLC | History | No change | 1,190 | 424 | 0.31% | 0.29% | 1033 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 1,187 | 423 | 0.03% | 0.03% | 1034 | -75 | -5.94% | Q1 2026 | May 08, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 1,182 | 421 | 0.17% | 0.2% | 1035 | -137 | -10.39% | Q1 2026 | May 06, 2026 |
| Embree Financial Group | History | Added to | 1,182 | 421 | 0.05% | 0.05% | 1036 | +1 | 0.08% | Q1 2026 | Apr 23, 2026 |
| TMB Capital Partners, LLC | History | No change | 1,183 | 421 | 0.14% | 0.15% | 1037 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 1,179 | 420 | 0.1% | 0.1% | 1038 | +3 | 0.26% | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 1,170 | 417 | 0.04% | 0.04% | 1039 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Imprint Wealth LLC | History | No change | 1,172 | 417 | 1.9% | 2.04% | 1040 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | No change | 1,170 | 417 | 0.14% | 0.12% | 1041 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JPL Wealth Management, LLC | History | No change | 1,171 | 417 | 0.1% | 0.11% | 1042 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,168 | 416 | 0.07% | 0.08% | 1043 | +68 | 6.18% | Q1 2026 | May 11, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 1,165 | 415 | 0.03% | 0.03% | 1044 | +3 | 0.26% | Q1 2026 | May 15, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 1,163 | 414 | 0.3% | 0.3% | 1045 | -4 | -0.34% | Q1 2026 | Apr 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,158 | 412 | 0.06% | 0.06% | 1046 | +227 | 24.38% | Q1 2026 | Apr 30, 2026 |
| WBH ADVISORY INC | History | Added to | 1,138 | 409 | 0.03% | 0.03% | 1047 | +159 | 16.24% | Q1 2026 | Apr 27, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 1,148 | 409 | 0.02% | 0.02% | 1049 | -56 | -4.65% | Q1 2026 | May 07, 2026 |
| Red Door Wealth Management, LLC | History | No change | 1,147 | 409 | 0.04% | 0.04% | 1048 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Valtinson Bruner Financial Planning LLC | History | New | 1,145 | 408 | 0.11% | — | 1050 | +1,145 | New | Q1 2026 | May 05, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 1,144 | 407 | 0.24% | 0.22% | 1051 | -8 | -0.69% | Q1 2026 | May 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 1,136 | 405 | 0.11% | 0.12% | 1052 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 1,128 | 402 | 0.15% | 0.17% | 1053 | -111 | -8.96% | Q1 2026 | Apr 06, 2026 |
| LVW Advisors, LLC | History | No change | 1,127 | 401 | 0.04% | 0.04% | 1054 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 1,271 | 399 | 0.04% | 0.04% | 1055 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 1,117 | 398 | 0.09% | 0.15% | 1056 | -597 | -34.83% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 1,111 | 396 | 0.05% | 0.06% | 1057 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GQG Partners LLC | History | Reduced | 1,110 | 395 | 0.0% | 0.01% | 1058 | -16,716 | -93.77% | Q1 2026 | May 12, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 1,105 | 394 | 0.11% | 0.14% | 1061 | -226 | -16.98% | Q1 2026 | Apr 30, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,107 | 394 | 0.01% | 0.01% | 1059 | +218 | 24.52% | Q1 2026 | Apr 27, 2026 |
| E6 Portfolios, LLC | History | Added to | 1,106 | 394 | 0.41% | 0.42% | 1064 | +121 | 12.28% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,106 | 394 | 0.03% | 0.03% | 1060 | +2 | 0.18% | Q1 2026 | May 01, 2026 |
| Venture Visionary Partners LLC | History | No change | 1,106 | 394 | 0.01% | 0.01% | 1062 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,107 | 394 | 0.21% | 0.23% | 1063 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 1,100 | 392 | 0.05% | 0.05% | 1065 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SkyOak Wealth, LLC | History | No change | 1,097 | 391 | 0.07% | 0.07% | 1066 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 1,086 | 387 | 0.05% | 0.06% | 1067 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| XY Planning Network, Inc. | History | Added to | 1,074 | 385 | 0.06% | 0.07% | 1068 | +1 | 0.09% | Q1 2026 | Apr 14, 2026 |
| Baring Financial LLC | History | Added to | 1,082 | 385 | 0.24% | 0.25% | 1069 | +1 | 0.09% | Q1 2026 | Apr 06, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 1,070 | 381 | 0.28% | 0.29% | 1070 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,067 | 380 | 0.0% | 0.01% | 1072 | -1,138 | -51.61% | Q1 2026 | May 07, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 1,067 | 380 | 0.03% | 0.03% | 1071 | -15 | -1.39% | Q1 2026 | May 07, 2026 |
| Clark Asset Management, LLC | History | No change | 1,065 | 379 | 0.04% | 0.04% | 1073 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wernau Asset Management Inc. | History | No change | 1,060 | 377 | 0.26% | 0.21% | 1074 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 1,055 | 376 | 0.01% | 0.01% | 1075 | -113 | -9.67% | Q1 2026 | Apr 22, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 1,055 | 376 | 0.06% | 0.07% | 1076 | -2 | -0.19% | Q1 2026 | Apr 30, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 1,052 | 375 | 0.39% | 0.53% | 1078 | -300 | -22.19% | Q1 2026 | Apr 23, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 1,053 | 375 | 0.05% | 0.05% | 1077 | +100 | 10.49% | Q1 2026 | Apr 30, 2026 |
| Strategent Financial, LLC | History | No change | 1,049 | 374 | 0.25% | 0.25% | 1079 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 1,046 | 373 | 0.02% | 0.02% | 1080 | +147 | 16.35% | Q1 2026 | Apr 28, 2026 |
| Rockport Wealth LLC | History | No change | 1,048 | 373 | 0.07% | 0.08% | 1081 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Disciplined Investments, LLC | History | Added to | 1,045 | 372 | 0.13% | 0.09% | 1083 | +400 | 62.02% | Q1 2026 | May 12, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 1,046 | 372 | 0.09% | 0.1% | 1082 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Heirloom Wealth Management | History | New | 1,043 | 371 | 0.07% | — | 1084 | +1,043 | New | Q1 2026 | Apr 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 1,037 | 370 | 0.02% | 0.02% | 1085 | -1 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 1,036 | 369 | 0.03% | 0.04% | 1087 | -216 | -17.25% | Q1 2026 | Apr 16, 2026 |
| Drake & Associates, LLC | History | Reduced | 1,037 | 369 | 0.07% | 0.08% | 1086 | -42 | -3.89% | Q1 2026 | May 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 1,034 | 368 | 0.08% | 0.08% | 1089 | +1 | 0.1% | Q1 2026 | May 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,033 | 368 | 0.0% | 0.0% | 1088 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | New | 1,022 | 364 | 0.02% | — | 1092 | +1,022 | New | Q1 2026 | Apr 17, 2026 |
| Operose Advisors LLC | History | Added to | 1,022 | 364 | 0.08% | 0.07% | 1091 | +258 | 33.77% | Q1 2026 | May 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 1,023 | 364 | 0.12% | 0.13% | 1090 | +31 | 3.13% | Q1 2026 | May 12, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 1,020 | 363 | 0.13% | 0.13% | 1093 | -25 | -2.39% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,014 | 361 | 0.0% | 0.0% | 1094 | +663 | 188.89% | Q1 2026 | May 05, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 1,012 | 360 | 0.01% | 0.01% | 1095 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 1,000 | 356 | 0.08% | 0.14% | 1098 | -599 | -37.46% | Q1 2026 | May 08, 2026 |
| CPR Investments Inc. | History | Reduced | 1,000 | 356 | 0.24% | 0.32% | 1099 | -284 | -22.12% | Q1 2026 | Apr 16, 2026 |
| Atlas Brown,Inc. | History | Reduced | 1,000 | 356 | 0.11% | 0.13% | 1096 | -200 | -16.67% | Q1 2026 | Apr 17, 2026 |
| Chesapeake Wealth Management | History | No change | 1,000 | 356 | 0.11% | 0.11% | 1097 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,000 | 356 | 0.05% | 0.05% | 1100 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 997 | 355 | 0.08% | 0.09% | 1102 | -105 | -9.53% | Q1 2026 | May 05, 2026 |
| Madden Advisory Services, Inc. | History | No change | 996 | 355 | 0.14% | 0.15% | 1101 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 997 | 355 | 0.21% | 0.22% | 1103 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 994 | 354 | 0.15% | 0.17% | 1104 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 990 | 352 | 0.01% | 0.01% | 1105 | -31 | -3.04% | Q1 2026 | May 04, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 990 | 352 | 0.15% | 0.17% | 1106 | -2 | -0.2% | Q1 2026 | Apr 29, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 986 | 351 | 0.06% | 0.07% | 1107 | +1 | 0.1% | Q1 2026 | May 14, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 979 | 349 | 0.03% | 0.03% | 1108 | -134 | -12.04% | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 976 | 348 | 0.01% | 0.01% | 1109 | +1 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Kathmere Capital Management, LLC | History | New | 975 | 347 | 0.02% | — | 1112 | +975 | New | Q1 2026 | Apr 28, 2026 |
| S.A. Mason LLC | History | No change | 975 | 347 | 0.13% | 0.14% | 1110 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Range Financial Group LLC | History | No change | 974 | 347 | 0.12% | 0.13% | 1111 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| High Falls Advisors, Inc | History | No change | 923 | 344 | 0.07% | 0.07% | 1113 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Joseph Group Capital Management | History | No change | 967 | 344 | 0.09% | 0.09% | 1114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tenon Financial LLC | History | No change | 966 | 344 | 0.14% | 0.15% | 1115 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 962 | 343 | 0.17% | 0.21% | 1116 | -79 | -7.59% | Q1 2026 | May 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 961 | 342 | 0.14% | 0.16% | 1117 | -8 | -0.83% | Q1 2026 | May 11, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 957 | 341 | 0.0% | 0.0% | 1118 | -863 | -47.42% | Q1 2026 | May 15, 2026 |
| Gibson Capital, LLC | History | No change | 958 | 341 | 0.06% | 0.07% | 1119 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fulcrum Capital LLC | History | No change | 957 | 341 | 0.07% | 0.07% | 1120 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aureus Asset Management, LLC | History | Reduced | 944 | 336 | 0.02% | 0.03% | 1121 | -134 | -12.43% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 942 | 336 | 0.01% | 0.01% | 1122 | +113 | 13.63% | Q1 2026 | May 14, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 940 | 335 | 0.01% | 0.01% | 1123 | +17 | 1.84% | Q1 2026 | Apr 07, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 940 | 335 | 0.11% | 0.11% | 1124 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NBT BANK N A /NY | History | No change | 935 | 333 | 0.02% | 0.02% | 1125 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 930 | 331 | 0.14% | 0.15% | 1126 | -36 | -3.73% | Q1 2026 | Apr 24, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 922 | 328 | 0.07% | 0.08% | 1128 | -115 | -11.09% | Q1 2026 | May 01, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 920 | 328 | 0.15% | 0.15% | 1127 | -14 | -1.5% | Q1 2026 | May 14, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 919 | 327 | 0.07% | 0.08% | 1129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ADVOCATE GROUP LLC | History | Reduced | 917 | 326 | 0.05% | 0.06% | 1131 | -83 | -8.3% | Q1 2026 | Apr 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 917 | 326 | 0.02% | 0.02% | 1132 | -27 | -2.86% | Q1 2026 | Apr 09, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 917 | 326 | 0.04% | 0.04% | 1130 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 912 | 325 | 0.31% | — | 1135 | +912 | New | Q1 2026 | May 04, 2026 |
| Columbia Bank | History | Reduced | 913 | 325 | 0.09% | 0.1% | 1134 | -84 | -8.43% | Q1 2026 | Apr 28, 2026 |
| ODonnell Financial Services, LLC | History | No change | 914 | 325 | 0.11% | 0.12% | 1133 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 911 | 324 | 0.0% | 0.0% | 1136 | +896 | 5973.33% | Q1 2026 | May 14, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 910 | 324 | 0.28% | 0.3% | 1137 | -5 | -0.55% | Q1 2026 | Apr 13, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 911 | 324 | 0.08% | 0.09% | 1138 | +1 | 0.11% | Q1 2026 | Apr 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 903 | 321 | 0.0% | 0.0% | 1140 | +270 | 42.65% | Q1 2026 | May 15, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Added to | 901 | 321 | 0.02% | 0.02% | 1141 | +24 | 2.74% | Q1 2026 | Apr 27, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 903 | 321 | 0.1% | 0.1% | 1139 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AMJ Financial Wealth Management | History | No change | 903 | 321 | 0.08% | 0.08% | 1142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kelly Financial Services LLC | History | Added to | 897 | 320 | 0.08% | 0.08% | 1143 | +53 | 6.28% | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 900 | 320 | 0.09% | 0.09% | 1144 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Kestra Investment Management, LLC | History | Added to | 897 | 319 | 0.01% | 0.01% | 1146 | +17 | 1.93% | Q1 2026 | May 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 895 | 319 | 0.22% | 0.22% | 1147 | -3 | -0.33% | Q1 2026 | May 04, 2026 |
| SAXON INTERESTS, INC. | History | No change | 895 | 319 | 0.11% | 0.12% | 1145 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 893 | 318 | 0.02% | 0.02% | 1148 | -100 | -10.07% | Q1 2026 | May 04, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 894 | 318 | 0.08% | 0.1% | 1149 | +1 | 0.11% | Q1 2026 | Apr 13, 2026 |
| HORAN Wealth, LLC | History | New | 850 | 317 | 0.03% | — | 1150 | +850 | New | Q1 2026 | May 08, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 883 | 314 | 0.09% | 0.1% | 1151 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Edge Financial Advisors LLC | History | No change | 842 | 314 | 0.13% | 0.13% | 1152 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Covenant Partners, LLC | History | No change | 839 | 313 | 0.09% | 0.09% | 1153 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Unified Investment Management | History | Reduced | 873 | 311 | 0.32% | 0.39% | 1154 | -160 | -15.49% | Q1 2026 | Apr 29, 2026 |
| Centurion Wealth Management LLC | History | No change | 872 | 310 | 0.07% | 0.07% | 1155 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 869 | 309 | 0.21% | 0.21% | 1156 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 866 | 308 | 0.06% | 0.06% | 1157 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Intellus Advisors LLC | History | Added to | 863 | 307 | 0.04% | 0.03% | 1159 | +175 | 25.44% | Q1 2026 | May 07, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 863 | 307 | 0.02% | 0.02% | 1158 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 855 | 304 | 0.03% | — | 1160 | +855 | New | Q1 2026 | Apr 30, 2026 |
| TBH Global Asset Management, LLC | History | New | 852 | 303 | 0.06% | — | 1164 | +852 | New | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 851 | 303 | 0.1% | 0.13% | 1161 | -101 | -10.61% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 850 | 303 | 0.08% | 0.08% | 1163 | +86 | 11.26% | Q1 2026 | May 08, 2026 |
| Financial Alternatives, Inc | History | No change | 851 | 303 | 0.16% | 0.18% | 1162 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 848 | 302 | 0.04% | 0.09% | 1166 | +2 | 0.24% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 810 | 302 | 0.02% | 0.02% | 1165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 846 | 301 | 0.22% | 0.23% | 1167 | -30 | -3.42% | Q1 2026 | May 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 844 | 300 | 0.04% | 0.04% | 1168 | -42 | -4.74% | Q1 2026 | May 05, 2026 |
| LongView Wealth Management | History | Reduced | 788 | 299 | 0.08% | 0.08% | 1170 | -76 | -8.8% | Q1 2026 | Apr 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 839 | 299 | 0.04% | 0.05% | 1169 | +1 | 0.12% | Q1 2026 | May 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 837 | 298 | 0.02% | 0.02% | 1171 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Millington Financial Advisors, LLC | History | No change | 764 | 298 | 0.13% | 0.13% | 1172 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RAM Investment Partners, LLC | History | No change | 836 | 298 | 0.05% | 0.06% | 1173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allred Capital Management, LLC | History | No change | 835 | 297 | 0.11% | 0.11% | 1174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 831 | 296 | 0.02% | 0.02% | 1176 | +15 | 1.84% | Q1 2026 | May 08, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 832 | 296 | 0.09% | 0.1% | 1175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Navigation Group, LLC | History | New | 825 | 294 | 0.07% | — | 1179 | +825 | New | Q1 2026 | May 05, 2026 |
| Balboa Wealth Partners | History | Added to | 826 | 294 | 0.05% | 0.05% | 1177 | +79 | 10.58% | Q1 2026 | Apr 16, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 827 | 294 | 0.04% | 0.04% | 1178 | -54 | -6.13% | Q1 2026 | Apr 27, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 823 | 293 | 0.12% | 0.11% | 1182 | -56 | -6.37% | Q1 2026 | Apr 20, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 824 | 293 | 0.18% | 0.18% | 1181 | +1 | 0.12% | Q1 2026 | Apr 23, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 822 | 293 | 0.02% | 0.02% | 1180 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Oak Wealth Advisors LLC | History | No change | 814 | 290 | 0.16% | 0.17% | 1183 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 813 | 289 | 0.08% | 0.08% | 1184 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 812 | 289 | 0.13% | 0.13% | 1185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 810 | 288 | 0.14% | 0.15% | 1186 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 806 | 287 | 0.05% | 0.05% | 1187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 807 | 287 | 0.06% | 0.07% | 1188 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | Reduced | 805 | 286 | 0.06% | 0.07% | 1189 | -13 | -1.59% | Q1 2026 | Apr 10, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 801 | 285 | 0.01% | 0.01% | 1190 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Iowa State Bank | History | No change | 800 | 285 | 0.05% | 0.06% | 1191 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 800 | 285 | 0.16% | 0.17% | 1192 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 798 | 284 | 0.01% | 0.01% | 1193 | -12 | -1.48% | Q1 2026 | May 12, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 795 | 283 | 0.03% | 0.03% | 1194 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rathbones Group PLC | History | Added to | 793 | 282 | 0.0% | 0.0% | 1196 | +166 | 26.48% | Q1 2026 | May 12, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 793 | 282 | 0.06% | 0.06% | 1195 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Stone Summit Wealth LLC | History | No change | 788 | 280 | 0.08% | 0.08% | 1197 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Faithward Advisors, LLC | History | Reduced | 780 | 278 | 0.04% | 0.04% | 1199 | -21 | -2.62% | Q1 2026 | Apr 17, 2026 |
| IPG Investment Advisors LLC | History | Added to | 781 | 278 | 0.05% | 0.05% | 1198 | +1 | 0.13% | Q1 2026 | May 12, 2026 |
| Family Office Research LLC | History | Added to | 776 | 276 | 0.12% | 0.12% | 1200 | +2 | 0.26% | Q1 2026 | May 13, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 768 | 273 | 0.06% | 0.07% | 1201 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 765 | 272 | 0.03% | 0.03% | 1203 | +15 | 2.0% | Q1 2026 | Apr 24, 2026 |
| Lewis Asset Management, LLC | History | Added to | 765 | 272 | 0.11% | 0.12% | 1202 | +1 | 0.13% | Q1 2026 | Apr 21, 2026 |
| Holistic Financial Partners | History | No change | 760 | 270 | 0.1% | 0.1% | 1204 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 760 | 270 | 0.1% | 0.1% | 1205 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pacific Asset Management, LLC | History | Added to | 756 | 269 | 0.15% | 0.17% | 1206 | +2 | 0.27% | Q1 2026 | May 01, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 754 | 268 | 0.25% | 0.25% | 1207 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Missouri Trust & Investment Co | History | No change | 750 | 267 | 0.08% | 0.08% | 1208 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hegarty Advisors, LLC | History | No change | 749 | 267 | 0.21% | 0.24% | 1209 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 748 | 266 | 0.04% | 0.06% | 1210 | -288 | -27.8% | Q1 2026 | May 14, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 747 | 266 | 0.08% | 0.07% | 1212 | +156 | 26.4% | Q1 2026 | Apr 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 748 | 266 | 0.01% | 0.01% | 1211 | -3 | -0.4% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 738 | 263 | 0.01% | 0.1% | 1213 | -9,651 | -92.9% | Q1 2026 | May 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 733 | 261 | 0.02% | 0.02% | 1214 | +151 | 25.95% | Q1 2026 | Apr 09, 2026 |
| Farringdon Capital, Ltd. | History | New | 731 | 260 | 0.06% | — | 1217 | +731 | New | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 730 | 260 | 0.11% | 0.11% | 1215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 730 | 260 | 0.04% | 0.04% | 1216 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MTM Investment Management, LLC | History | Added to | 727 | 259 | 0.08% | 0.09% | 1219 | +1 | 0.14% | Q1 2026 | May 06, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | No change | 727 | 259 | 0.05% | 0.05% | 1218 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 727 | 259 | 0.06% | 0.06% | 1220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 724 | 258 | 0.03% | 0.03% | 1221 | +1 | 0.14% | Q1 2026 | Apr 15, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 724 | 258 | 0.05% | 0.05% | 1222 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TFR Capital, LLC. | History | No change | 725 | 258 | 0.08% | 0.09% | 1223 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rydar Equities, Inc. | History | Added to | 721 | 257 | 0.2% | 0.21% | 1225 | +2 | 0.28% | Q1 2026 | Apr 13, 2026 |
| WEALTH EFFECTS LLC | History | No change | 723 | 257 | 0.09% | 0.08% | 1224 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 687 | 256 | 0.01% | 0.01% | 1226 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EPG Wealth Management LLC | History | No change | 720 | 256 | 0.07% | 0.07% | 1227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GEM Asset Management, LLC | History | No change | 716 | 255 | 0.11% | 0.12% | 1228 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Timonier Family Office, LTD. | History | No change | 685 | 255 | 0.08% | 0.08% | 1229 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Athena Investment Management | History | No change | 712 | 253 | 0.13% | 0.14% | 1230 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Reduced | 708 | 252 | 0.02% | 0.04% | 1231 | -1,052 | -59.77% | Q1 2026 | Apr 23, 2026 |
| Private Capital Management, LLC | History | No change | 708 | 252 | 0.03% | 0.02% | 1232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 705 | 251 | 0.03% | 0.03% | 1233 | +9 | 1.29% | Q1 2026 | May 15, 2026 |
| Aspect Partners, LLC | History | No change | 702 | 250 | 0.1% | 0.11% | 1234 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 700 | 249 | 0.02% | 0.02% | 1236 | -39 | -5.28% | Q1 2026 | Apr 30, 2026 |
| STATE STREET CORP | History | No change | 700 | 249 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 698 | 248 | 0.0% | 0.0% | 1238 | +572 | 453.97% | Q1 2026 | May 14, 2026 |
| Vision Retirement, LLC | History | Added to | 696 | 248 | 0.07% | 0.06% | 1239 | +96 | 16.0% | Q1 2026 | May 07, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 698 | 248 | 0.02% | 0.02% | 1237 | +1 | 0.14% | Q1 2026 | Apr 22, 2026 |
| 626 Financial, LLC | History | No change | 691 | 246 | 0.11% | 0.11% | 1240 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fielder Capital Group LLC | History | No change | 690 | 246 | 0.05% | 0.05% | 1241 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| King Wealth Management Group | History | No change | 686 | 245 | 0.03% | 0.03% | 1242 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | No change | 687 | 244 | 0.01% | 0.01% | 1243 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 683 | 243 | 0.02% | 0.02% | 1244 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 682 | 243 | 0.12% | 0.12% | 1245 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 684 | 243 | 0.2% | 0.23% | 1246 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortis Capital Management LLC | History | Reduced | 679 | 242 | 0.02% | 0.03% | 1247 | -2 | -0.29% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 650 | 242 | 0.07% | 0.07% | 1248 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 677 | 241 | 0.07% | 0.07% | 1250 | +1 | 0.15% | Q1 2026 | May 05, 2026 |
| New England Professional Planning Group Inc. | History | No change | 678 | 241 | 0.1% | 0.11% | 1249 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 677 | 241 | 0.23% | 0.29% | 1251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 675 | 240 | 0.04% | 0.05% | 1253 | -222 | -24.75% | Q1 2026 | Apr 09, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 675 | 240 | 0.03% | 0.02% | 1252 | +75 | 12.5% | Q1 2026 | May 15, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 672 | 239 | 0.08% | 0.09% | 1255 | -15 | -2.18% | Q1 2026 | Apr 15, 2026 |
| JNBA Financial Advisors | History | No change | 673 | 239 | 0.02% | 0.02% | 1254 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Silicon Valley Capital Partners | History | Added to | 669 | 238 | 0.02% | 0.02% | 1256 | +2 | 0.3% | Q1 2026 | May 19, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 670 | 238 | 0.1% | 0.1% | 1257 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LexAurum Advisors, LLC | History | New | 662 | 236 | 0.03% | — | 1260 | +662 | New | Q1 2026 | Apr 13, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 663 | 236 | 0.03% | 0.03% | 1258 | -5 | -0.75% | Q1 2026 | Apr 10, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 663 | 236 | 0.07% | 0.07% | 1259 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 659 | 235 | 0.25% | 0.5% | 1261 | -1,635 | -71.27% | Q1 2026 | Apr 28, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 657 | 234 | 0.07% | 0.07% | 1263 | +37 | 5.97% | Q1 2026 | Apr 28, 2026 |
| Tempo Wealth, LLC | History | Added to | 659 | 234 | 0.04% | 0.04% | 1264 | +1 | 0.15% | Q1 2026 | May 14, 2026 |
| Petix & Botte Co | History | No change | 658 | 234 | 0.05% | 0.06% | 1262 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 655 | 233 | 0.19% | — | 1267 | +655 | New | Q1 2026 | Apr 22, 2026 |
| Howard Capital Management Inc. | History | Added to | 656 | 233 | 0.0% | 0.0% | 1265 | +4 | 0.61% | Q1 2026 | May 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 655 | 233 | 0.01% | 0.01% | 1266 | +1 | 0.15% | Q1 2026 | Apr 27, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 652 | 232 | 0.04% | 0.04% | 1268 | -13 | -1.95% | Q1 2026 | Apr 10, 2026 |
| Pflug Koory, LLC | History | No change | 652 | 232 | 0.11% | 0.11% | 1269 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 652 | 232 | 0.06% | 0.06% | 1270 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 650 | 231 | 0.04% | 0.04% | 1271 | -10 | -1.52% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 647 | 230 | 0.04% | 0.05% | 1272 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 644 | 229 | 0.04% | 0.04% | 1273 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Seneschal Advisors, LLC | History | No change | 643 | 229 | 0.17% | 0.18% | 1274 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NWK Group, Inc. | History | No change | 640 | 228 | 0.09% | 0.08% | 1275 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | New | 635 | 226 | 0.02% | — | 1278 | +635 | New | Q1 2026 | May 08, 2026 |
| Trek Financial, LLC | History | Reduced | 635 | 226 | 0.01% | 0.02% | 1277 | -436 | -40.71% | Q1 2026 | May 13, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 635 | 226 | 0.0% | 0.0% | 1276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 632 | 225 | 0.02% | 0.02% | 1279 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Schaeffer Financial LLC | History | New | 629 | 224 | 0.19% | — | 1281 | +629 | New | Q1 2026 | Apr 27, 2026 |
| Aspen Grove Capital, LLC | History | No change | 631 | 224 | 0.04% | 0.04% | 1280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bison Wealth, LLC | History | New | 554 | 223 | 0.02% | — | 1282 | +554 | New | Q1 2026 | May 15, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 623 | 222 | 0.08% | 0.11% | 1283 | +11 | 1.8% | Q1 2026 | May 12, 2026 |
| AGH Wealth Advisors, LLC | History | No change | 625 | 222 | 0.16% | 0.18% | 1284 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 618 | 220 | 0.07% | 0.07% | 1286 | -19 | -2.98% | Q1 2026 | May 12, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 619 | 220 | 0.06% | 0.06% | 1285 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 589 | 219 | 0.01% | 0.01% | 1287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 609 | 217 | 0.01% | 0.01% | 1288 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 609 | 217 | 0.07% | 0.09% | 1289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | No change | 608 | 216 | 0.05% | 0.06% | 1290 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 603 | 215 | 0.06% | 0.06% | 1291 | -9 | -1.47% | Q1 2026 | Apr 10, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 604 | 215 | 0.11% | 0.1% | 1292 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 605 | 215 | 0.05% | 0.05% | 1293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | No change | 605 | 215 | 0.17% | 0.19% | 1294 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 601 | 214 | 0.01% | 0.11% | 1296 | -4,645 | -88.54% | Q1 2026 | Apr 13, 2026 |
| Latitude Advisors, LLC | History | No change | 602 | 214 | 0.1% | 0.1% | 1295 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 600 | 213 | 0.04% | 0.04% | 1299 | -25 | -4.0% | Q1 2026 | May 13, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 601 | 213 | 0.06% | 0.06% | 1298 | -20 | -3.22% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 598 | 213 | 0.01% | 0.01% | 1297 | +1 | 0.17% | Q1 2026 | Apr 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 595 | 212 | 0.01% | — | 1302 | +595 | New | Q1 2026 | May 15, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 596 | 212 | 0.08% | 0.09% | 1300 | -121 | -16.88% | Q1 2026 | Apr 30, 2026 |
| InvesTrust | History | No change | 595 | 212 | 0.09% | 0.09% | 1301 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Brooklyn Investment Group | History | New | 593 | 211 | 0.01% | — | 1305 | +593 | New | Q1 2026 | Apr 29, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 594 | 211 | 0.02% | 0.02% | 1304 | +41 | 7.41% | Q1 2026 | Apr 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 592 | 211 | 0.02% | 0.02% | 1303 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 589 | 210 | 0.06% | 0.07% | 1306 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Autumn Glory Partners, LLC | History | No change | 591 | 210 | 0.08% | 0.08% | 1307 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VISTA FINANCE, LLC | History | No change | 588 | 209 | 0.17% | 0.14% | 1308 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dorato Capital Management | History | No change | 566 | 209 | 0.15% | 0.16% | 1309 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 585 | 208 | 0.03% | 0.03% | 1310 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | Added to | 582 | 207 | 0.01% | 0.01% | 1314 | +131 | 29.05% | Q1 2026 | Apr 06, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 583 | 207 | 0.02% | 0.02% | 1311 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 583 | 207 | 0.03% | 0.03% | 1312 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Connections Group, Inc. | History | No change | 582 | 207 | 0.07% | 0.07% | 1313 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 581 | 207 | 0.16% | 0.16% | 1315 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Reduced | 579 | 206 | 0.12% | 0.15% | 1318 | -134 | -18.79% | Q1 2026 | May 11, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 579 | 206 | 0.02% | 0.02% | 1316 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 575 | 206 | 0.01% | 0.01% | 1317 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 577 | 205 | 0.07% | 0.08% | 1319 | +1 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Shira Ridge Wealth Management | History | No change | 576 | 205 | 0.08% | 0.09% | 1320 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 577 | 205 | 0.0% | 0.0% | 1321 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 573 | 204 | 0.03% | 0.03% | 1322 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 571 | 203 | 0.08% | 0.42% | 1323 | -3,901 | -87.23% | Q1 2026 | May 06, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 570 | 203 | 0.1% | 0.1% | 1324 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 564 | 201 | 0.01% | 0.02% | 1325 | -161 | -22.21% | Q1 2026 | May 13, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 566 | 201 | 0.07% | 0.07% | 1327 | +2 | 0.35% | Q1 2026 | Apr 08, 2026 |
| BBR PARTNERS, LLC | History | No change | 564 | 201 | 0.01% | 0.01% | 1326 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bull Harbor Capital LLC | History | New | 561 | 200 | 0.05% | — | 1331 | +561 | New | Q1 2026 | May 18, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 562 | 200 | 0.01% | 0.01% | 1329 | -125 | -18.2% | Q1 2026 | May 08, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 562 | 200 | 0.02% | 0.03% | 1328 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | No change | 561 | 200 | 0.07% | 0.07% | 1330 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Root Financial Partners, LLC | History | Reduced | 551 | 196 | 0.01% | 0.01% | 1334 | -6 | -1.08% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 550 | 196 | 0.02% | 0.02% | 1332 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Colorado Capital Management, Inc. | History | No change | 550 | 196 | 0.07% | 0.08% | 1333 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 550 | 195 | 0.03% | 0.04% | 1335 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 542 | 193 | 0.03% | 0.03% | 1336 | -5 | -0.91% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 535 | 190 | 0.0% | 0.0% | 1337 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| City State Bank | History | No change | 525 | 187 | 0.05% | 0.05% | 1338 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 517 | 184 | 0.01% | 0.01% | 1339 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| First Pacific Financial | History | Added to | 511 | 182 | 0.02% | 0.02% | 1340 | +1 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 500 | 178 | 0.03% | 0.03% | 1341 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 496 | 176 | 0.08% | 0.09% | 1342 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 496 | 176 | 0.01% | 0.01% | 1343 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Capital Management Investments LLC | History | No change | 482 | 171 | 0.05% | 0.05% | 1344 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Millstone Evans Group, LLC | History | No change | 478 | 170 | 0.1% | 0.1% | 1345 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Independence Bank of Kentucky | History | Reduced | 468 | 166 | 0.02% | 0.03% | 1346 | -100 | -17.61% | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 461 | 164 | 0.09% | 0.1% | 1347 | -6 | -1.28% | Q1 2026 | May 13, 2026 |
| CURIO WEALTH, LLC | History | No change | 453 | 161 | 0.06% | 0.06% | 1348 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 445 | 159 | 0.11% | 0.12% | 1349 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Eukles Asset Management | History | No change | 447 | 159 | 0.07% | 0.06% | 1350 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 444 | 158 | 0.01% | 0.01% | 1351 | +38 | 9.36% | Q1 2026 | Apr 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 440 | 157 | 0.0% | 0.0% | 1352 | -338 | -43.44% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 442 | 157 | 0.02% | 0.0% | 1353 | +322 | 268.33% | Q1 2026 | Apr 28, 2026 |
| Copia Wealth Management | History | Reduced | 435 | 155 | 0.11% | 0.13% | 1354 | -67 | -13.35% | Q1 2026 | May 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 434 | 154 | 0.01% | 0.01% | 1355 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 430 | 153 | 0.02% | 0.03% | 1356 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | No change | 429 | 152 | 0.0% | 0.0% | 1357 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Integrity Financial Corp /WA | History | No change | 416 | 148 | 0.07% | 0.08% | 1358 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | Added to | 411 | 146 | 0.01% | 0.01% | 1359 | +1 | 0.24% | Q1 2026 | May 19, 2026 |
| Family Manage LLC | History | No change | 405 | 144 | 0.02% | 0.02% | 1360 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 395 | 140 | 0.07% | 0.08% | 1361 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HOWE & RUSLING INC | History | No change | 390 | 139 | 0.01% | 0.01% | 1362 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pandora Wealth, Inc. | History | No change | 371 | 138 | 0.08% | 0.08% | 1363 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Life Planners | History | New | 385 | 137 | 0.11% | — | 1364 | +385 | New | Q1 2026 | Apr 24, 2026 |
| WealthShield Partners, LLC | History | Reduced | 373 | 132 | 0.01% | 0.13% | 1365 | -2,779 | -88.17% | Q1 2026 | May 01, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 368 | 131 | 0.03% | 0.03% | 1366 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | No change | 367 | 130 | 0.02% | 0.02% | 1367 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 350 | 124 | 0.01% | 0.01% | 1368 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quent Capital, LLC | History | Added to | 344 | 122 | 0.01% | 0.01% | 1369 | +1 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Roxbury Financial LLC | History | No change | 341 | 121 | 0.11% | 0.11% | 1370 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Winthrop Capital Management, LLC | History | No change | 330 | 118 | 0.03% | 0.03% | 1371 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 320 | 114 | 0.0% | 0.07% | 1372 | -30,135 | -98.95% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | New | 322 | 114 | 0.08% | — | 1374 | +322 | New | Q1 2026 | May 07, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 321 | 114 | 0.12% | 0.15% | 1373 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 307 | 109 | 0.01% | 0.01% | 1375 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Paladin Advisory Group, LLC | History | No change | 308 | 109 | 0.08% | 0.08% | 1376 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kozak & Associates, Inc. | History | No change | 285 | 107 | 0.02% | 0.02% | 1377 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 300 | 106 | 0.03% | 0.03% | 1378 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 300 | 106 | 0.06% | 0.07% | 1379 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 292 | 104 | 0.05% | — | 1381 | +292 | New | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 290 | 104 | 0.01% | 0.01% | 1380 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Reduced | 291 | 103 | 0.02% | 0.04% | 1383 | -356 | -55.02% | Q1 2026 | Apr 03, 2026 |
| Global Assets Advisory, LLC | History | New | 290 | 103 | 0.03% | — | 1384 | +290 | New | Q1 2026 | May 01, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 291 | 103 | 0.01% | 0.01% | 1382 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 286 | 101 | 0.02% | 0.02% | 1387 | -41 | -12.54% | Q1 2026 | Apr 29, 2026 |
| Pacific Center for Financial Services | History | No change | 286 | 101 | 0.03% | 0.03% | 1385 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Avalon Trust Co | History | No change | 285 | 101 | 0.01% | 0.01% | 1386 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 282 | 100 | 0.06% | — | 1388 | +282 | New | Q1 2026 | May 12, 2026 |
| MOTCO | History | New | 274 | 97 | 0.01% | — | 1390 | +274 | New | Q1 2026 | Apr 22, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 261 | 97 | 0.03% | 0.03% | 1389 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Grove Bank & Trust | History | No change | 269 | 95 | 0.01% | 0.01% | 1391 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mascoma Wealth Management LLC | History | New | 265 | 94 | 0.02% | — | 1393 | +265 | New | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 265 | 94 | 0.02% | 0.02% | 1392 | -43 | -13.96% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 257 | 91 | 0.0% | 0.0% | 1394 | -67 | -20.68% | Q1 2026 | Apr 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 258 | 91 | 0.01% | 0.01% | 1395 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 252 | 89 | 0.02% | 0.02% | 1396 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GeoWealth Management, LLC | History | New | 247 | 88 | 0.0% | — | 1397 | +247 | New | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | Reduced | 246 | 87 | 0.01% | 0.01% | 1398 | -23 | -8.55% | Q1 2026 | May 12, 2026 |
| TANAKA CAPITAL MANAGEMENT INC | History | No change | 235 | 84 | 0.14% | 0.16% | 1399 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 232 | 82 | 0.04% | 0.04% | 1400 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 225 | 80 | 0.04% | 0.08% | 1401 | -135 | -37.5% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 215 | 76 | 0.01% | 0.01% | 1402 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ascentis Wealth Management, LLC | History | New | 211 | 75 | 0.01% | — | 1404 | +211 | New | Q1 2026 | Apr 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 212 | 75 | 0.02% | 0.02% | 1403 | -16 | -7.02% | Q1 2026 | Apr 14, 2026 |
| Providence Capital Advisors, LLC | History | No change | 209 | 74 | 0.01% | 0.01% | 1405 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 205 | 73 | 0.06% | — | 1406 | +205 | New | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 200 | 71 | 0.01% | 0.01% | 1407 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Activest Wealth Management | History | No change | 195 | 69 | 0.01% | 0.01% | 1408 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 186 | 66 | 0.02% | 0.04% | 1411 | -193 | -50.92% | Q1 2026 | Apr 29, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 186 | 66 | 0.01% | 0.01% | 1409 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Windsor Advisory Group, LLC | History | No change | 187 | 66 | 0.06% | 0.06% | 1410 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 181 | 64 | 0.02% | 0.02% | 1412 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 178 | 63 | 0.01% | 0.02% | 1414 | -27 | -13.17% | Q1 2026 | May 07, 2026 |
| SYM FINANCIAL Corp | History | No change | 178 | 63 | 0.01% | 0.01% | 1413 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Addison Advisors LLC | History | New | 171 | 60 | 0.01% | — | 1417 | +171 | New | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 170 | 60 | 0.01% | 0.01% | 1415 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Horizons Wealth Management | History | No change | 170 | 60 | 0.04% | 0.04% | 1416 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Caldwell Trust Co | History | No change | 168 | 59 | 0.01% | 0.01% | 1418 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 161 | 57 | 0.01% | 0.14% | 1419 | -1,461 | -90.07% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 157 | 55 | 0.02% | 0.02% | 1420 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 153 | 54 | 0.01% | — | 1421 | +153 | New | Q1 2026 | May 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 150 | 53 | 0.03% | 0.03% | 1422 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RMG Wealth Management LLC | History | New | 129 | 52 | 0.01% | — | 1425 | +129 | New | Q1 2026 | May 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 145 | 52 | 0.01% | 0.02% | 1423 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aventura Private Wealth, LLC | History | No change | 146 | 52 | 0.02% | 0.02% | 1424 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 145 | 51 | 0.0% | 0.0% | 1426 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Forum Finance Group S.A. | History | New | 175 | 50 | 0.03% | — | 1428 | +175 | New | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | New | 141 | 50 | 0.0% | — | 1427 | +141 | New | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | No change | 130 | 46 | 0.01% | 0.01% | 1429 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wellington Grp LLC | History | Reduced | 124 | 44 | 0.01% | 0.03% | 1431 | -145 | -53.9% | Q1 2026 | May 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 125 | 44 | 0.0% | 0.01% | 1430 | -70 | -35.9% | Q1 2026 | May 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 118 | 42 | 0.01% | — | 1432 | +118 | New | Q1 2026 | Apr 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 114 | 41 | 0.0% | 0.0% | 1433 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 116 | 41 | 0.01% | 0.01% | 1434 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Timmons Wealth Management, LLC | History | No change | 118 | 41 | 0.04% | 0.04% | 1435 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 114 | 40 | 0.02% | 0.02% | 1436 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 109 | 38 | 0.0% | 0.0% | 1437 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 106 | 37 | 0.0% | 0.0% | 1438 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RED REEF ADVISORS LLC | History | No change | 106 | 37 | 0.04% | 0.04% | 1439 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 102 | 36 | 0.01% | 0.01% | 1440 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 96 | 34 | 0.0% | 0.0% | 1441 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 94 | 33 | 0.0% | 0.0% | 1442 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Evolution Advisers, Inc. | History | New | 90 | 32 | 0.01% | — | 1445 | +90 | New | Q1 2026 | May 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 90 | 32 | 0.0% | 0.0% | 1443 | -26 | -22.41% | Q1 2026 | May 05, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 90 | 32 | 0.03% | 0.03% | 1444 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wagner Wealth Management, LLC | History | New | 89 | 31 | 0.01% | — | 1446 | +89 | New | Q1 2026 | Apr 24, 2026 |
| Magnolia Wealth Management, LLC | History | New | 89 | 31 | 0.02% | — | 1447 | +89 | New | Q1 2026 | May 06, 2026 |
| Breakwater Investment Management | History | No change | 86 | 30 | 0.01% | 0.01% | 1448 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | No change | 82 | 29 | 0.01% | 0.01% | 1449 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advocate Investing Services LLC | History | No change | 83 | 29 | 0.02% | 0.03% | 1450 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | New | 79 | 28 | 0.0% | — | 1452 | +79 | New | Q1 2026 | Apr 27, 2026 |
| Orion Capital Management LLC | History | No change | 81 | 28 | 0.01% | 0.01% | 1451 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 76 | 27 | 0.02% | 0.02% | 1453 | -9 | -10.59% | Q1 2026 | May 04, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 75 | 26 | 0.01% | 0.01% | 1454 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 75 | 26 | 0.02% | 0.03% | 1455 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| REAP Financial Group, LLC | History | No change | 74 | 26 | 0.01% | 0.01% | 1456 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Holos Integrated Wealth LLC | History | New | 66 | 23 | 0.01% | — | 1460 | +66 | New | Q1 2026 | Apr 08, 2026 |
| NFSG Corp | History | Reduced | 67 | 23 | 0.0% | 0.01% | 1458 | -50 | -42.74% | Q1 2026 | May 05, 2026 |
| Pacifica Partners Inc. | History | No change | 65 | 23 | 0.01% | 0.01% | 1457 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 65 | 23 | 0.01% | 0.01% | 1459 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 64 | 22 | 0.0% | 0.0% | 1461 | -67 | -51.15% | Q1 2026 | May 14, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 59 | 21 | 0.0% | 0.0% | 1462 | -11 | -15.71% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | No change | 61 | 21 | 0.01% | 0.01% | 1463 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 59 | 21 | 0.0% | 0.0% | 1464 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 50 | 17 | 0.04% | 0.04% | 1465 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Link Financial Advisors, LLC | History | New | 45 | 16 | 0.0% | — | 1466 | +45 | New | Q1 2026 | Apr 29, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 43 | 15 | 0.01% | 0.01% | 1467 | -62 | -59.05% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | New | 40 | 14 | 0.0% | — | 1471 | +40 | New | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 41 | 14 | 0.01% | 0.01% | 1469 | -6 | -12.77% | Q1 2026 | Apr 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 40 | 14 | 0.0% | 0.0% | 1468 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 42 | 14 | 0.01% | 0.01% | 1470 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 39 | 13 | 0.0% | 0.0% | 1472 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IAG Wealth Partners, LLC | History | No change | 37 | 13 | 0.0% | 0.0% | 1473 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 29 | 10 | 0.0% | — | 1476 | +27 | 1350.0% | Q1 2026 | Apr 27, 2026 |
| STEPH & CO | History | No change | 30 | 10 | 0.0% | 0.0% | 1474 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | No change | 29 | 10 | 0.0% | 0.0% | 1475 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 30 | 10 | 0.01% | 0.01% | 1477 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 27 | 9 | 0.0% | — | 1479 | +27 | New | Q1 2026 | Apr 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 26 | 9 | 0.01% | — | 1480 | +26 | New | Q1 2026 | Apr 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 28 | 9 | 0.0% | 0.0% | 1478 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Piscataqua Savings Bank | History | No change | 25 | 8 | 0.01% | 0.01% | 1481 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 25 | 8 | 0.0% | 0.0% | 1482 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 24 | 8 | 0.01% | 0.01% | 1483 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 22 | 7 | 0.0% | — | 1486 | +22 | New | Q1 2026 | Apr 20, 2026 |
| Palouse Capital Management, Inc. | History | No change | 22 | 7 | 0.0% | 0.01% | 1484 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Davis Capital Management | History | No change | 21 | 7 | 0.0% | 0.0% | 1485 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 17 | 6 | 0.0% | 0.0% | 1487 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kentucky Trust Co | History | No change | 15 | 5 | 0.0% | 0.0% | 1488 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 16 | 5 | 0.0% | 0.0% | 1489 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 12 | 4 | 0.0% | 0.0% | 1490 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | No change | 12 | 4 | 0.0% | 0.0% | 1491 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 12 | 4 | 0.0% | 0.0% | 1492 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BFSG, LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 1493 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arlington Trust Co LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 1494 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4 | 1 | 0.0% | 0.0% | 1495 | -8 | -66.67% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 5 | 1 | 0.0% | 0.0% | 1496 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 2.11% | — | -199,085 | -100.0% | Q1 2026 | May 21, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -125,692 | -100.0% | Q1 2026 | May 15, 2026 |
| EQUITY INVESTMENT CORP | History | Closed out | 0 | 0 | — | 0.54% | — | -71,179 | -100.0% | Q1 2026 | May 04, 2026 |
| Robinhood Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.86% | — | -62,369 | -100.0% | Q1 2026 | Apr 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -38,920 | -100.0% | Q1 2026 | May 14, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.03% | — | -26,923 | -100.0% | Q1 2026 | May 07, 2026 |
| Humankind Investments LLC | History | Closed out | 0 | 0 | — | 4.2% | — | -25,070 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.01% | — | -23,129 | -100.0% | Q1 2026 | May 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -15,837 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -12,838 | -100.0% | Q1 2026 | Apr 23, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 1.72% | — | -9,033 | -100.0% | Q1 2026 | May 15, 2026 |
| Trustees of Columbia University in the City of New York | History | Closed out | 0 | 0 | — | 0.35% | — | -7,775 | -100.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,348 | -100.0% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,051 | -100.0% | Q1 2026 | May 14, 2026 |
| Fiduciary Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -5,009 | -100.0% | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,979 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.11% | — | -4,148 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.13% | — | -3,806 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -3,640 | -100.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -3,601 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,573 | -100.0% | Q1 2026 | May 15, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -2,471 | -100.0% | Q1 2026 | May 14, 2026 |
| Philip James Wealth Mangement, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,331 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -2,068 | -100.0% | Q1 2026 | May 01, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.14% | — | -1,773 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Index Technologies Group LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -1,668 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,622 | -100.0% | Q1 2026 | May 01, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.27% | — | -1,621 | -100.0% | Q1 2026 | Apr 08, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,542 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,510 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,209 | -100.0% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,166 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,072 | -100.0% | Q1 2026 | May 20, 2026 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,036 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,012 | -100.0% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -867 | -100.0% | Q1 2026 | May 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -796 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -764 | -100.0% | Q1 2026 | May 15, 2026 |
| Purkiss Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -733 | -100.0% | Q1 2026 | May 04, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -671 | -100.0% | Q1 2026 | Apr 10, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -655 | -100.0% | Q1 2026 | May 11, 2026 |
| UNITED BANK | History | Closed out | 0 | 0 | — | 0.03% | — | -650 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -640 | -100.0% | Q1 2026 | May 12, 2026 |
| XXI WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -636 | -100.0% | Q1 2026 | May 07, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -633 | -100.0% | Q1 2026 | Apr 23, 2026 |
| UNIVEST FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -608 | -100.0% | Q1 2026 | May 01, 2026 |
| Berkeley Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -600 | -100.0% | Q1 2026 | May 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -579 | -100.0% | Q1 2026 | May 11, 2026 |
| LS Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -572 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Matisse Capital | History | Closed out | 0 | 0 | — | 0.09% | — | -567 | -100.0% | Q1 2026 | May 08, 2026 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -560 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -557 | -100.0% | Q1 2026 | May 12, 2026 |
| Axis Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -557 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RVW Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -555 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CWS Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -550 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HFG Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -550 | -100.0% | Q1 2026 | Apr 22, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -548 | -100.0% | Q1 2026 | May 11, 2026 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -547 | -100.0% | Q1 2026 | May 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -546 | -100.0% | Q1 2026 | May 19, 2026 |
| SP Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -544 | -100.0% | Q1 2026 | May 06, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -543 | -100.0% | Q1 2026 | May 15, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -541 | -100.0% | Q1 2026 | May 14, 2026 |
| Hardy Reed LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -540 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Breachway Investments LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -540 | -100.0% | Q1 2026 | Apr 13, 2026 |
| LIBRA WEALTH LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -538 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Argos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -536 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -166 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -123 | -100.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -117 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -99 | -100.0% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -86 | -100.0% | Q1 2026 | Apr 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -85 | -100.0% | Q1 2026 | May 04, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -45 | -100.0% | Q1 2026 | May 15, 2026 |
| ARK Investment Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Burk Holdings LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |