iSHARES TRUST - IWD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 2,000 of
2,031 rows for faster page load.
Safety cap is enabled for server stability (2,000 max rows).
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 46,144,498 | 9,859,694 | 0.72% | 0.8% | 1 | -6,112,118 | -11.7% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 42,227,257 | 9,022,698 | 0.54% | 0.5% | 2 | +2,563,670 | 6.46% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,634,553 | 2,485,955 | 0.29% | 0.3% | 3 | +74,349 | 0.64% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 9,290,687 | 1,985,141 | 0.1% | 0.09% | 4 | +678,444 | 7.88% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,645,160 | 1,810,469 | 0.12% | 0.12% | 5 | -606,550 | -6.56% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 8,019,224 | 1,713,467 | 3.48% | 3.35% | 6 | -398,730 | -4.74% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 7,179,034 | 1,533,944 | 0.23% | 0.25% | 7 | -32,486 | -0.45% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,888,490 | 1,471,863 | 0.39% | 0.48% | 8 | -857,851 | -11.07% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,026,778 | 1,287,741 | 2.01% | 1.92% | 9 | +178,139 | 3.05% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,512,527 | 1,177,861 | 0.36% | 0.35% | 10 | +133,321 | 2.48% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,157,221 | 1,101,943 | 0.15% | 0.13% | 11 | +228,571 | 4.64% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,014,746 | 1,071,500 | 0.2% | 0.23% | 12 | -881,023 | -14.94% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 4,284,792 | 915,531 | 0.24% | 0.25% | 13 | -5,710 | -0.13% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 3,736,055 | 798,282 | 0.98% | 0.88% | 14 | +313,555 | 9.16% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 3,545,083 | 757,477 | 2.59% | 2.56% | 15 | -239,962 | -6.34% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,385,962 | 723,478 | 0.42% | 0.41% | 16 | -171,627 | -4.82% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 3,245,825 | 693,546 | 5.31% | 5.19% | 17 | -17,975 | -0.55% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,641,153 | 554,825 | 0.27% | 0.19% | 18 | +1,133,838 | 75.22% | Q1 2026 | May 15, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 2,467,155 | 527,157 | 11.73% | 11.77% | 19 | -57,529 | -2.28% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,364,303 | 505,180 | 0.12% | 0.02% | 20 | +1,953,892 | 476.08% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,217,909 | 473,900 | 0.08% | 0.09% | 21 | -322,747 | -12.7% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,161,770 | 461,905 | 0.62% | 0.66% | 22 | -182,804 | -7.8% | Q1 2026 | Apr 27, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 1,749,104 | 373,731 | 13.33% | 12.95% | 23 | +62,425 | 3.7% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,606,242 | 343,205 | 0.48% | 0.48% | 24 | -119,782 | -6.94% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,538,757 | 328,786 | 0.58% | 0.55% | 25 | +98,256 | 6.82% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,465,808 | 313,200 | 0.29% | 0.36% | 26 | -450,504 | -23.51% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,414,270 | 302,313 | 0.34% | 0.34% | 27 | +1,462 | 0.1% | Q1 2026 | May 14, 2026 |
| Stairway Partners, LLC | History | Added to | 1,331,364 | 284,472 | 14.74% | 14.41% | 28 | +8,307 | 0.63% | Q1 2026 | Apr 02, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,275,624 | 272,563 | 0.38% | 0.18% | 29 | +666,853 | 109.54% | Q1 2026 | May 13, 2026 |
| 71 West Capital Partners | History | Added to | 1,264,328 | 270,148 | 11.88% | 11.04% | 30 | +123,007 | 10.78% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,229,673 | 262,744 | 0.28% | 0.3% | 31 | -65,902 | -5.09% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,192,023 | 254,778 | 0.06% | 0.07% | 32 | -205,881 | -14.73% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,191,768 | 254,644 | 0.47% | 0.19% | 33 | +910,889 | 324.3% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Reduced | 1,098,501 | 234,716 | 0.1% | 0.12% | 34 | -151,735 | -12.14% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,089,645 | 232,824 | 0.25% | 0.25% | 35 | -9,971 | -0.91% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,064,227 | 227,393 | 0.87% | — | 36 | +1,064,227 | New | Q1 2026 | May 12, 2026 |
| Elliott Investment Management L.P. | History | Reduced | 1,000,000 | 213,670 | 1.06% | 2.61% | 37 | -1,800,000 | -64.29% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 974,143 | 204,901 | 0.82% | 0.82% | 38 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 903,575 | 193,066 | 0.04% | 0.03% | 39 | +45,283 | 5.28% | Q1 2026 | May 05, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 869,615 | 185,809 | 7.25% | 7.32% | 40 | -11,330 | -1.29% | Q1 2026 | Apr 10, 2026 |
| Oakworth Capital, Inc. | History | Added to | 862,297 | 184,246 | 9.76% | 9.59% | 41 | +27,261 | 3.26% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Added to | 815,582 | 174,265 | 0.25% | 0.14% | 42 | +363,301 | 80.33% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 806,760 | 172,380 | 0.08% | 0.1% | 43 | -246,444 | -23.4% | Q1 2026 | May 12, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 803,474 | 171,678 | 19.72% | 22.61% | 44 | -240,169 | -23.01% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 800,890 | 171,126 | 0.21% | 0.2% | 45 | -23,200 | -2.82% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 780,824 | 166,838 | 0.11% | 0.0% | 46 | +767,726 | 5861.4% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 781,926 | 165,961 | 0.24% | 0.23% | 47 | -41,638 | -5.06% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 747,074 | 159,627 | 2.29% | 2.34% | 48 | +73,719 | 10.95% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 738,840 | 157,867 | 0.26% | 0.18% | 49 | +119,023 | 19.2% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 713,313 | 152,369 | 0.22% | 0.19% | 50 | +102,074 | 16.7% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 706,802 | 151,022 | 0.73% | 0.84% | 51 | -18,554 | -2.56% | Q1 2026 | May 11, 2026 |
| Circle Wealth Management, LLC | History | Added to | 672,670 | 143,729 | 2.05% | 2.18% | 52 | +37 | 0.01% | Q1 2026 | May 11, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 658,371 | 140,674 | 1.23% | 0.82% | 53 | +262,534 | 66.32% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 640,223 | 136,796 | 0.0% | 0.0% | 54 | +270,786 | 73.3% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 645,769 | 135,239 | 1.03% | — | 55 | +645,769 | New | Q1 2026 | May 12, 2026 |
| 1ST SOURCE BANK | History | Added to | 621,889 | 132,879 | 6.86% | 6.73% | 56 | +11,697 | 1.92% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 582,984 | 124,586 | 1.56% | 1.63% | 57 | -38,177 | -6.15% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 536,891 | 114,717 | 0.08% | 0.08% | 58 | -2,573 | -0.48% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 497,878 | 107,302 | 0.22% | 0.19% | 59 | -154,149 | -23.64% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Reduced | 478,153 | 102,163 | 0.12% | 0.13% | 60 | -53,343 | -10.04% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 469,622 | 100,344 | 0.4% | 0.4% | 61 | -19,016 | -3.89% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 460,764 | 98,451 | 0.06% | 0.06% | 62 | +11,281 | 2.51% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 435,644 | 93,078 | 0.16% | 0.17% | 63 | +21,332 | 5.15% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 435,078 | 92,962 | 1.06% | 0.93% | 64 | +32,020 | 7.94% | Q1 2026 | May 05, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 431,178 | 92,129 | 5.87% | 6.05% | 65 | +425 | 0.1% | Q1 2026 | Apr 08, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 425,570 | 90,931 | 0.16% | 0.14% | 66 | -8,310 | -1.92% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 417,951 | 89,303 | 1.9% | 1.87% | 67 | -4,627 | -1.09% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 343,631 | 86,983 | 0.56% | 0.52% | 68 | -18,807 | -5.19% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 402,812 | 86,068 | 1.06% | 1.08% | 69 | +4,391 | 1.1% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 401,072 | 85,697 | 0.24% | 0.23% | 70 | -54,212 | -11.91% | Q1 2026 | May 04, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 400,595 | 85,595 | 1.68% | 2.17% | 71 | -111,539 | -21.78% | Q1 2026 | May 04, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 395,176 | 84,437 | 16.51% | 16.33% | 72 | -7,376 | -1.83% | Q1 2026 | Apr 30, 2026 |
| Marquette Asset Management, LLC | History | Added to | 393,580 | 84,096 | 12.57% | 11.92% | 73 | +9,809 | 2.56% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 380,721 | 81,348 | 0.41% | 0.36% | 74 | +70,782 | 22.84% | Q1 2026 | May 08, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 373,523 | 79,810 | 17.51% | 16.9% | 75 | +8,326 | 2.28% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 363,520 | 77,673 | 0.93% | 0.89% | 76 | -1,259 | -0.35% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Reduced | 361,067 | 77,149 | 0.44% | 0.44% | 77 | -1,033 | -0.29% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 359,068 | 76,721 | 4.13% | 3.26% | 78 | +1,563 | 0.44% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 354,938 | 75,839 | 0.57% | 0.52% | 79 | +25,528 | 7.75% | Q1 2026 | May 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 340,930 | 72,846 | 7.15% | 7.32% | 80 | -21,393 | -5.9% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 338,727 | 72,375 | 0.38% | 0.61% | 81 | -74,368 | -18.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 336,524 | 71,905 | 0.14% | 0.13% | 82 | -2,119 | -0.63% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 333,796 | 71,322 | 0.33% | 0.33% | 83 | -2,546 | -0.76% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 331,246 | 70,777 | 0.06% | 0.0% | 84 | +321,241 | 3210.8% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 324,494 | 69,334 | 0.3% | 0.26% | 85 | +26,521 | 8.9% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 315,598 | 67,433 | 0.27% | 0.28% | 86 | -4,886 | -1.52% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 309,810 | 66,197 | 0.2% | 0.11% | 87 | +127,471 | 69.91% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 303,087 | 64,760 | 0.32% | 0.34% | 88 | -5,265 | -1.71% | Q1 2026 | May 14, 2026 |
| Covenant Partners, LLC | History | No change | 307,868 | 64,757 | 18.93% | 18.93% | 89 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 285,437 | 61,030 | 0.18% | 0.08% | 90 | +137,324 | 92.72% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 282,693 | 60,402 | 0.02% | 0.02% | 91 | +30,158 | 11.94% | Q1 2026 | May 13, 2026 |
| SMI Advisory Services, LLC | History | Added to | 269,894 | 58,461 | 9.63% | 9.56% | 92 | +15,150 | 5.95% | Q1 2026 | Apr 07, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 273,546 | 58,448 | 13.7% | 13.14% | 93 | +3,062 | 1.13% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 272,858 | 58,302 | 0.14% | 0.16% | 94 | -53,177 | -16.31% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 272,542 | 58,234 | 0.43% | 0.48% | 95 | -8,205 | -2.92% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 270,091 | 57,710 | 0.02% | 0.01% | 96 | +79,298 | 41.56% | Q1 2026 | May 14, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 266,206 | 56,880 | 5.06% | 5.07% | 97 | +3,783 | 1.44% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 259,648 | 55,478 | 0.16% | 0.14% | 98 | +10,913 | 4.39% | Q1 2026 | May 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 257,253 | 54,967 | 0.74% | 0.71% | 99 | -10,373 | -3.88% | Q1 2026 | May 04, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 251,502 | 53,738 | 1.07% | 1.1% | 100 | -32,778 | -11.53% | Q1 2026 | Apr 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 242,573 | 51,022 | 0.34% | 0.34% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 236,311 | 50,492 | 0.33% | 0.32% | 102 | +1,595 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Wind River Trust Co | History | Reduced | 231,399 | 49,443 | 18.65% | 18.36% | 103 | -2,306 | -0.99% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 230,984 | 49,354 | 0.07% | 0.07% | 104 | +22,377 | 10.73% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 224,645 | 47,999 | 0.99% | 0.93% | 105 | +2,765 | 1.25% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 224,286 | 47,923 | 0.02% | 0.03% | 106 | -58,063 | -20.56% | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 221,763 | 47,384 | 4.98% | 5.24% | 107 | -5,877 | -2.58% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 219,860 | 46,977 | 0.58% | 0.49% | 108 | +30,237 | 15.95% | Q1 2026 | Apr 20, 2026 |
| Americana Partners, LLC | History | Added to | 214,068 | 45,740 | 1.19% | 1.2% | 109 | +6,690 | 3.23% | Q1 2026 | May 12, 2026 |
| Comprehensive Financial Management LLC | History | No change | 210,233 | 44,920 | 1.49% | 1.33% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 207,297 | 44,292 | 0.72% | 0.72% | 111 | +39,587 | 23.6% | Q1 2026 | Apr 21, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 206,484 | 44,119 | 4.44% | 4.42% | 112 | -1,375 | -0.66% | Q1 2026 | Apr 30, 2026 |
| Boston Partners | History | Reduced | 202,352 | 43,291 | 0.05% | 0.06% | 113 | -71,578 | -26.13% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 204,345 | 42,981 | 0.01% | 0.03% | 114 | -211,609 | -50.87% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 194,298 | 41,515 | 0.02% | 0.02% | 115 | +39,460 | 25.48% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 195,334 | 41,086 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 190,065 | 40,611 | 0.05% | — | 117 | +190,065 | New | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 189,584 | 40,508 | 0.44% | 0.43% | 118 | +10,526 | 5.88% | Q1 2026 | Apr 20, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 178,071 | 40,448 | 2.79% | 2.85% | 119 | -7,287 | -3.93% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Reduced | 180,495 | 38,569 | 0.62% | 0.64% | 120 | -4,370 | -2.36% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 179,305 | 38,312 | 0.14% | 0.16% | 121 | -1,241 | -0.69% | Q1 2026 | Apr 30, 2026 |
| Saudi Central Bank | History | No change | 178,016 | 38,036 | 0.8% | 1.4% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 176,389 | 37,689 | 0.24% | 0.24% | 123 | -2,382 | -1.33% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 170,581 | 36,448 | 0.87% | 0.57% | 124 | +54,941 | 47.51% | Q1 2026 | Apr 30, 2026 |
| Nuveen, LLC | History | Reduced | 170,307 | 36,389 | 0.01% | 0.01% | 125 | -69,393 | -28.95% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 166,056 | 35,481 | 0.32% | 0.39% | 126 | +17,426 | 11.72% | Q1 2026 | May 06, 2026 |
| Corundum Group, Inc. | History | Added to | 165,730 | 35,411 | 11.84% | 11.51% | 127 | +2,678 | 1.64% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 160,626 | 34,321 | 0.16% | 0.1% | 128 | -41 | -0.03% | Q1 2026 | May 14, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 157,888 | 33,735 | 8.03% | 7.91% | 129 | -4,787 | -2.94% | Q1 2026 | Apr 29, 2026 |
| Midwest Trust Co | History | Added to | 157,106 | 33,568 | 0.42% | 0.39% | 130 | +10,290 | 7.01% | Q1 2026 | May 01, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 155,924 | 33,316 | 0.24% | 0.24% | 131 | +17,062 | 12.29% | Q1 2026 | May 15, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 155,015 | 33,122 | 5.21% | 5.07% | 132 | +3,037 | 2.0% | Q1 2026 | Apr 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 153,566 | 32,909 | 9.13% | 8.51% | 133 | +5,665 | 3.83% | Q1 2026 | Apr 27, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 156,964 | 32,871 | 19.27% | 18.57% | 134 | -3,588 | -2.23% | Q1 2026 | Apr 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 151,812 | 32,437 | 0.02% | 0.02% | 135 | +9,939 | 7.01% | Q1 2026 | Apr 30, 2026 |
| Ellenbecker Investment Group | History | Added to | 146,737 | 31,353 | 4.22% | 3.95% | 136 | +12,375 | 9.21% | Q1 2026 | Apr 23, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 146,708 | 31,347 | 0.23% | 0.24% | 137 | -21,294 | -12.67% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 146,216 | 31,242 | 0.17% | 0.16% | 138 | +3,058 | 2.14% | Q1 2026 | May 05, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 143,945 | 30,756 | 5.89% | 5.71% | 139 | +2,021 | 1.42% | Q1 2026 | May 01, 2026 |
| Objectivity Squared, LLC | History | Reduced | 143,620 | 30,687 | 19.35% | 17.55% | 140 | -5,573 | -3.74% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | Added to | 47,041 | 30,592 | 3.9% | 0.32% | 141 | +34,249 | 267.74% | Q1 2026 | Apr 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 143,119 | 30,580 | 0.11% | 0.11% | 142 | -4,168 | -2.83% | Q1 2026 | Apr 24, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 140,276 | 29,972 | 1.39% | 1.67% | 143 | -36,915 | -20.83% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 139,800 | 29,871 | 0.0% | 0.0% | 144 | -46,528 | -24.97% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 139,146 | 29,731 | 1.36% | 1.27% | 145 | +570 | 0.41% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Reduced | 138,562 | 29,606 | 0.14% | 0.17% | 146 | -72 | -0.05% | Q1 2026 | May 04, 2026 |
| RMR Wealth Builders | History | Reduced | 137,184 | 29,312 | 2.31% | 2.33% | 147 | -1,264 | -0.91% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 132,409 | 28,291 | 0.05% | 0.04% | 148 | +36,824 | 38.52% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 130,652 | 27,916 | 0.61% | 0.62% | 149 | +4,391 | 3.48% | Q1 2026 | May 04, 2026 |
| Claro Advisors Inc. | History | Reduced | 127,488 | 27,240 | 3.28% | 3.72% | 150 | -2,514 | -1.93% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 126,075 | 26,939 | 3.06% | 2.99% | 151 | -167 | -0.13% | Q1 2026 | Apr 16, 2026 |
| LWM ADVISORS INC | History | Added to | 125,294 | 26,771 | 23.22% | 21.73% | 152 | +7,814 | 6.65% | Q1 2026 | Apr 10, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 124,484 | 26,598 | 3.3% | 3.37% | 153 | -3,698 | -2.88% | Q1 2026 | May 04, 2026 |
| FIRST HORIZON CORP | History | Added to | 124,347 | 26,569 | 1.11% | 1.17% | 154 | +202 | 0.16% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 123,764 | 26,445 | 0.07% | 0.08% | 155 | -23,267 | -15.82% | Q1 2026 | Apr 30, 2026 |
| TruWealth Advisors, LLC | History | Added to | 122,607 | 26,197 | 1.26% | 1.24% | 156 | +1,691 | 1.4% | Q1 2026 | Apr 09, 2026 |
| Sylvest Advisors, LLC | History | Added to | 122,226 | 26,116 | 13.89% | 13.18% | 157 | +4,776 | 4.07% | Q1 2026 | Apr 22, 2026 |
| River Road Asset Management, LLC | History | New | 121,158 | 25,887 | 0.29% | — | 158 | +121,158 | New | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | Reduced | 120,940 | 25,841 | 0.79% | 1.48% | 159 | -115,307 | -48.81% | Q1 2026 | Apr 06, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 120,044 | 25,649 | 2.47% | 2.71% | 160 | -18,283 | -13.22% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 115,303 | 24,636 | 0.08% | 0.06% | 161 | +34,502 | 42.7% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 115,022 | 24,576 | 0.06% | 0.06% | 162 | +1,939 | 1.71% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 113,166 | 24,180 | 0.02% | 0.02% | 163 | -713 | -0.63% | Q1 2026 | May 14, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 112,865 | 24,115 | 13.56% | 12.81% | 164 | +2,857 | 2.6% | Q1 2026 | Apr 27, 2026 |
| PFW Advisors LLC | History | Reduced | 111,015 | 23,720 | 7.46% | 7.24% | 165 | -2,934 | -2.57% | Q1 2026 | Apr 10, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 110,516 | 23,614 | 0.95% | 0.97% | 166 | -5,054 | -4.37% | Q1 2026 | Apr 28, 2026 |
| FULTON BANK, N.A. | History | Added to | 109,077 | 23,306 | 0.82% | 0.77% | 167 | +2,542 | 2.39% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 108,100 | 23,097 | 0.0% | 0.01% | 168 | -242,636 | -69.18% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 107,000 | 22,862 | 0.76% | 0.75% | 169 | -2,139 | -1.96% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 105,576 | 22,558 | 1.73% | 1.63% | 170 | +1,751 | 1.69% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 105,490 | 22,540 | 0.37% | 0.43% | 171 | +973 | 0.93% | Q1 2026 | May 18, 2026 |
| AWM CAPITAL, LLC | History | Added to | 105,091 | 22,454 | 2.03% | 2.0% | 172 | +202 | 0.19% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 103,527 | 22,120 | 0.12% | 0.11% | 173 | -43,774 | -29.72% | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | Reduced | 103,128 | 22,035 | 0.62% | 0.63% | 174 | -350 | -0.34% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 100,679 | 21,526 | 0.13% | 0.13% | 175 | +1,482 | 1.49% | Q1 2026 | May 15, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 98,528 | 21,052 | 1.42% | 1.67% | 176 | -15,421 | -13.53% | Q1 2026 | Apr 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 97,670 | 20,869 | 0.02% | 0.01% | 177 | +61,103 | 167.1% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 95,529 | 20,555 | 0.1% | 0.16% | 178 | -49,113 | -33.95% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 95,879 | 20,486 | 0.16% | 0.17% | 179 | +131 | 0.14% | Q1 2026 | Apr 07, 2026 |
| Westshore Wealth, LLC | History | No change | 96,811 | 20,363 | 6.74% | 6.74% | 180 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 94,820 | 20,260 | 0.23% | 0.59% | 181 | -133,098 | -58.4% | Q1 2026 | Apr 23, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 94,592 | 20,211 | 4.3% | 4.35% | 182 | +2,971 | 3.24% | Q1 2026 | May 08, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 93,796 | 20,041 | 0.62% | 0.61% | 183 | +6,440 | 7.37% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 93,700 | 20,020 | 0.03% | 0.0% | 184 | +90,600 | 2922.58% | Q1 2026 | May 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 93,480 | 19,973 | 3.2% | 3.2% | 185 | -2,655 | -2.76% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 92,753 | 19,818 | 0.1% | 0.32% | 186 | -182,438 | -66.3% | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | Added to | 92,438 | 19,751 | 1.63% | 1.58% | 187 | +2,545 | 2.83% | Q1 2026 | May 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 91,981 | 19,659 | 5.56% | 5.33% | 188 | +4,510 | 5.16% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 90,809 | 19,403 | 0.4% | 0.7% | 189 | -65,067 | -41.74% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 90,636 | 19,366 | 0.46% | 0.47% | 190 | -1,042 | -1.14% | Q1 2026 | May 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 91,112 | 19,164 | 3.76% | 3.76% | 191 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Keel Point, LLC | History | No change | 90,660 | 19,069 | 1.15% | 1.15% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 88,107 | 18,825 | 0.21% | 0.1% | 193 | +47,530 | 117.14% | Q1 2026 | Apr 28, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 88,004 | 18,803 | 0.77% | 0.77% | 194 | -677 | -0.76% | Q1 2026 | Apr 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 87,581 | 18,713 | 0.15% | 0.5% | 195 | -216,505 | -71.2% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 85,397 | 18,246 | 0.29% | 0.3% | 196 | +2,825 | 3.42% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 84,966 | 18,154 | 0.02% | 0.01% | 197 | +49,932 | 142.52% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 77,306 | 18,105 | 0.48% | 0.7% | 198 | -713 | -0.91% | Q1 2026 | May 14, 2026 |
| Independent Family Office, LLC | History | Reduced | 84,665 | 18,090 | 7.44% | 7.63% | 199 | -2,246 | -2.58% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 84,490 | 18,053 | 0.23% | 0.2% | 200 | +21,282 | 33.67% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 83,955 | 17,938 | 0.42% | 0.19% | 201 | +42,513 | 102.58% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 83,800 | 17,905 | 0.09% | 0.04% | 202 | +40,500 | 93.53% | Q1 2026 | May 14, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 82,775 | 17,686 | 3.65% | 3.74% | 203 | -1,548 | -1.84% | Q1 2026 | Apr 23, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 80,501 | 17,200 | 2.11% | 2.1% | 204 | -1,437 | -1.75% | Q1 2026 | Apr 10, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 79,289 | 16,941 | 14.88% | 13.75% | 205 | +2,745 | 3.59% | Q1 2026 | Apr 08, 2026 |
| Napier Financial, LLC | History | Added to | 79,161 | 16,914 | 3.88% | 4.09% | 206 | +1,369 | 1.76% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 78,004 | 16,667 | 0.13% | 0.14% | 207 | -2,939 | -3.63% | Q1 2026 | May 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 77,240 | 16,503 | 0.77% | 0.74% | 208 | +396 | 0.52% | Q1 2026 | Apr 29, 2026 |
| Apella Capital, LLC | History | Added to | 72,397 | 16,444 | 0.24% | 0.3% | 209 | +539 | 0.75% | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 76,589 | 16,364 | 1.72% | 0.54% | 210 | +57,055 | 292.08% | Q1 2026 | Apr 23, 2026 |
| Hirtle & Co., LLC | History | Reduced | 74,816 | 15,985 | 0.55% | 0.58% | 211 | -6,001 | -7.43% | Q1 2026 | May 13, 2026 |
| TCW GROUP INC | History | Reduced | 74,479 | 15,913 | 0.12% | 0.15% | 212 | -21,854 | -22.69% | Q1 2026 | May 14, 2026 |
| PW Nova Financial Services LLC | History | Added to | 74,372 | 15,891 | 3.99% | 5.85% | 213 | +1,588 | 2.18% | Q1 2026 | Apr 15, 2026 |
| Ballast, Inc. | History | Added to | 74,187 | 15,851 | 3.67% | 3.49% | 214 | +3,209 | 4.52% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 74,115 | 15,836 | 0.92% | 0.97% | 215 | -854 | -1.14% | Q1 2026 | Apr 23, 2026 |
| Ascent Group, LLC | History | Reduced | 73,831 | 15,775 | 0.55% | 0.54% | 216 | -1,722 | -2.28% | Q1 2026 | May 15, 2026 |
| WEST BANCORPORATION INC | History | Added to | 73,131 | 15,625 | 7.8% | 7.37% | 217 | +6,274 | 9.38% | Q1 2026 | Apr 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 72,792 | 15,553 | 0.75% | 0.4% | 218 | +33,161 | 83.67% | Q1 2026 | May 04, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 72,440 | 15,478 | 9.4% | 10.42% | 219 | +129 | 0.18% | Q1 2026 | May 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 72,205 | 15,428 | 0.32% | 0.31% | 220 | +1,617 | 2.29% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 71,394 | 15,254 | 0.02% | 0.02% | 221 | +20,275 | 39.66% | Q1 2026 | May 06, 2026 |
| Newport Capital Group, LLC | History | Reduced | 71,067 | 15,184 | 9.25% | 9.15% | 222 | -129 | -0.18% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Reduced | 69,384 | 14,825 | 0.34% | 1.03% | 223 | -157,939 | -69.48% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 69,270 | 14,800 | 0.13% | 0.15% | 224 | -28,033 | -28.81% | Q1 2026 | May 13, 2026 |
| Berman McAleer LLC | History | Reduced | 68,311 | 14,595 | 1.99% | 2.01% | 225 | -1,520 | -2.18% | Q1 2026 | Apr 17, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 66,659 | 14,243 | 5.25% | 5.04% | 226 | +345 | 0.52% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 66,500 | 14,209 | 0.0% | 0.0% | 227 | -84,300 | -55.9% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 65,000 | 13,888 | 0.0% | 0.0% | 228 | +35,474 | 120.14% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 64,927 | 13,873 | 0.09% | 0.06% | 229 | +10,790 | 19.93% | Q1 2026 | May 07, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 60,475 | 13,745 | 5.45% | 4.98% | 230 | +3,590 | 6.31% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 63,481 | 13,644 | 0.13% | 0.08% | 231 | +27,934 | 78.58% | Q1 2026 | Apr 07, 2026 |
| Private Advisory Group LLC | History | New | 61,674 | 13,177 | 0.86% | — | 232 | +61,674 | New | Q1 2026 | May 08, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 61,579 | 13,157 | 4.14% | 4.36% | 233 | -5,207 | -7.8% | Q1 2026 | Apr 16, 2026 |
| FDx Advisors, Inc. | History | Reduced | 61,543 | 13,150 | 4.2% | 6.85% | 234 | -2,285 | -3.58% | Q1 2026 | May 01, 2026 |
| Breakwater Capital Group | History | Reduced | 61,253 | 13,087 | 1.75% | 1.83% | 235 | -986 | -1.58% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 61,091 | 12,849 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INSIGHT 2811, INC. | History | Added to | 59,724 | 12,761 | 5.34% | 5.43% | 237 | +1,239 | 2.12% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 59,628 | 12,740 | 0.16% | 0.17% | 238 | +1,348 | 2.31% | Q1 2026 | Apr 23, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 59,121 | 12,632 | 3.01% | 2.95% | 239 | -387 | -0.65% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 58,782 | 12,559 | 0.1% | 0.09% | 240 | +320 | 0.55% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 58,701 | 12,542 | 0.45% | 0.51% | 241 | -5,594 | -8.7% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 57,997 | 12,392 | 0.1% | 0.11% | 242 | +12,775 | 28.25% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 57,342 | 12,252 | 0.89% | 0.88% | 243 | +1,446 | 2.59% | Q1 2026 | Apr 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 53,749 | 12,176 | 0.27% | 0.29% | 244 | +60 | 0.11% | Q1 2026 | May 04, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 56,778 | 12,131 | 4.32% | 4.18% | 245 | -38 | -0.07% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 57,533 | 12,048 | 0.37% | 0.38% | 246 | -2,481 | -4.13% | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | Reduced | 56,139 | 11,995 | 0.79% | 0.87% | 247 | -9,936 | -15.04% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Reduced | 56,053 | 11,976 | 0.18% | 0.3% | 248 | -36,468 | -39.42% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Reduced | 56,031 | 11,972 | 0.11% | 0.11% | 249 | -3,121 | -5.28% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 55,972 | 11,959 | 0.22% | 0.21% | 250 | -79 | -0.14% | Q1 2026 | May 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 55,818 | 11,926 | 0.38% | 0.43% | 251 | -279 | -0.5% | Q1 2026 | May 07, 2026 |
| Prism Advisors, Inc. | History | Reduced | 55,588 | 11,877 | 3.17% | 3.16% | 252 | -740 | -1.31% | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 53,950 | 11,527 | 0.64% | 0.64% | 253 | -295 | -0.54% | Q1 2026 | Apr 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 52,828 | 11,287 | 0.17% | 0.19% | 254 | -6,240 | -10.56% | Q1 2026 | Apr 09, 2026 |
| Newton One Investments LLC | History | Reduced | 50,706 | 10,834 | 2.94% | 3.2% | 255 | -821 | -1.59% | Q1 2026 | Apr 24, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 50,383 | 10,765 | 0.52% | 0.49% | 256 | +92 | 0.18% | Q1 2026 | Apr 09, 2026 |
| Kelsey Financial, LLC | History | Reduced | 50,036 | 10,691 | 9.35% | 11.09% | 257 | -11,360 | -18.5% | Q1 2026 | May 06, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 49,753 | 10,630 | 7.07% | 7.34% | 258 | -4,108 | -7.63% | Q1 2026 | Apr 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 49,648 | 10,608 | 0.95% | — | 259 | +49,648 | New | Q1 2026 | Apr 08, 2026 |
| XML Financial, LLC | History | Reduced | 49,297 | 10,533 | 0.85% | 1.14% | 260 | -17,101 | -25.76% | Q1 2026 | Apr 16, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 45,246 | 10,439 | 0.18% | 0.18% | 261 | -3,043 | -6.3% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 48,833 | 10,434 | 0.12% | 0.13% | 262 | -7,820 | -13.8% | Q1 2026 | Apr 20, 2026 |
| Diversified Trust Co | History | Added to | 48,374 | 10,336 | 0.19% | 0.19% | 263 | +14 | 0.03% | Q1 2026 | Apr 16, 2026 |
| Montecito Bank & Trust | History | Reduced | 48,264 | 10,312 | 1.7% | 1.64% | 264 | -575 | -1.18% | Q1 2026 | Apr 16, 2026 |
| NWAM LLC | History | Reduced | 48,038 | 10,264 | 0.59% | 0.57% | 265 | -79 | -0.16% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 47,965 | 10,248 | 0.27% | 0.22% | 266 | +7,099 | 17.37% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 47,810 | 10,215 | 0.73% | 0.72% | 267 | +17 | 0.04% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 47,742 | 10,201 | 0.53% | 0.5% | 268 | +3,066 | 6.86% | Q1 2026 | Apr 21, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 47,462 | 10,141 | 0.76% | 0.55% | 269 | +4,839 | 11.35% | Q1 2026 | May 20, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 47,316 | 10,110 | 1.5% | 1.6% | 270 | -2,118 | -4.28% | Q1 2026 | Apr 21, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 47,057 | 10,054 | 0.24% | 0.22% | 271 | +612 | 1.32% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 46,827 | 10,005 | 0.16% | 0.16% | 272 | +1,044 | 2.28% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 46,445 | 9,923 | 0.94% | 0.82% | 273 | +4,780 | 11.47% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 46,184 | 9,868 | 0.1% | 0.1% | 274 | -1,441 | -3.03% | Q1 2026 | Apr 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 45,457 | 9,712 | 0.43% | 0.44% | 275 | -824 | -1.78% | Q1 2026 | May 13, 2026 |
| Argent Trust Co | History | Added to | 45,182 | 9,654 | 0.33% | 0.1% | 276 | +31,954 | 241.56% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 45,178 | 9,653 | 0.19% | 0.19% | 277 | -1,777 | -3.78% | Q1 2026 | Apr 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 41,258 | 9,650 | 0.19% | 0.2% | 278 | +2,847 | 7.41% | Q1 2026 | May 11, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 45,230 | 9,643 | 2.09% | 2.06% | 279 | +1,631 | 3.74% | Q1 2026 | Apr 27, 2026 |
| OFS Enterprise LLC | History | New | 44,927 | 9,599 | 2.82% | — | 280 | +44,927 | New | Q1 2026 | Apr 09, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 44,912 | 9,596 | 0.67% | 2.3% | 281 | -107,011 | -70.44% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 44,560 | 9,521 | 0.58% | 0.44% | 282 | +1,299 | 3.0% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 44,026 | 9,407 | 0.3% | 0.09% | 283 | +30,555 | 226.82% | Q1 2026 | May 15, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 43,690 | 9,335 | 0.02% | 0.06% | 284 | -102,220 | -70.06% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 43,380 | 9,268 | 0.1% | 0.1% | 285 | -1,561 | -3.47% | Q1 2026 | May 11, 2026 |
| Oldfather Financial Services, LLC | History | No change | 43,987 | 9,252 | 2.75% | 2.75% | 286 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 43,278 | 9,247 | 0.07% | 0.08% | 287 | -671 | -1.53% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 42,974 | 9,182 | 0.05% | 0.05% | 288 | +5,828 | 15.69% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 42,388 | 9,057 | 0.16% | 0.17% | 289 | -1,439 | -3.28% | Q1 2026 | Apr 20, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 41,696 | 8,909 | 0.63% | 0.64% | 290 | +2 | 0.0% | Q1 2026 | May 06, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 41,520 | 8,871 | 0.67% | 0.69% | 291 | -156 | -0.37% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 40,737 | 8,704 | 0.47% | 0.49% | 292 | -1,430 | -3.39% | Q1 2026 | May 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 40,523 | 8,658 | 0.38% | 0.39% | 293 | +605 | 1.52% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 39,668 | 8,476 | 0.15% | 0.15% | 294 | +1,338 | 3.49% | Q1 2026 | May 07, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 39,521 | 8,444 | 3.06% | 4.34% | 295 | -15,928 | -28.73% | Q1 2026 | Apr 27, 2026 |
| Quent Capital, LLC | History | Reduced | 39,214 | 8,378 | 0.59% | 0.62% | 296 | -1,590 | -3.9% | Q1 2026 | Apr 28, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 38,698 | 8,268 | 1.52% | 1.64% | 297 | +247 | 0.64% | Q1 2026 | Apr 13, 2026 |
| Veratis Advisors, Inc. | History | No change | 36,978 | 8,251 | 6.53% | 6.53% | 298 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 38,524 | 8,231 | 0.48% | 0.47% | 299 | -220 | -0.57% | Q1 2026 | Apr 20, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 38,391 | 8,202 | 4.49% | 4.29% | 300 | +2 | 0.01% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 38,113 | 8,143 | 0.11% | 0.16% | 301 | -15,794 | -29.3% | Q1 2026 | May 15, 2026 |
| Independence Asset Advisors, LLC | History | No change | 37,250 | 7,959 | 2.88% | 4.32% | 302 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 37,095 | 7,926 | 1.03% | 1.03% | 303 | +54 | 0.15% | Q1 2026 | Apr 28, 2026 |
| Sierra Capital LLC | History | Reduced | 36,917 | 7,888 | 0.86% | 0.83% | 304 | -575 | -1.53% | Q1 2026 | May 15, 2026 |
| Northern Lights Advisors, Inc. | History | Reduced | 36,565 | 7,812 | 5.29% | 5.37% | 305 | -644 | -1.73% | Q1 2026 | Apr 21, 2026 |
| ASPIRIANT, LLC | History | Reduced | 36,521 | 7,803 | 0.22% | 0.22% | 306 | -120 | -0.33% | Q1 2026 | May 12, 2026 |
| Raub Brock Capital Management LP | History | Added to | 36,042 | 7,701 | 1.95% | 1.63% | 307 | +1,318 | 3.8% | Q1 2026 | Apr 15, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 35,903 | 7,671 | 1.08% | 1.09% | 308 | -1,211 | -3.26% | Q1 2026 | May 15, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 35,731 | 7,634 | 1.94% | 1.93% | 309 | -694 | -1.91% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 35,690 | 7,625 | 0.07% | 0.08% | 310 | -2,533 | -6.63% | Q1 2026 | May 08, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 35,654 | 7,618 | 1.14% | 1.11% | 311 | -841 | -2.3% | Q1 2026 | Apr 21, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 35,612 | 7,609 | 1.1% | 1.05% | 312 | -48 | -0.13% | Q1 2026 | May 07, 2026 |
| GTS SECURITIES LLC | History | Added to | 35,532 | 7,592 | 0.27% | 0.09% | 313 | +22,449 | 171.59% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 35,310 | 7,544 | 0.1% | 0.1% | 314 | -818 | -2.26% | Q1 2026 | May 01, 2026 |
| Finley Financial, LLC | History | Reduced | 35,291 | 7,540 | 3.53% | 3.46% | 315 | -590 | -1.64% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 35,261 | 7,534 | 0.2% | 0.25% | 316 | -987 | -2.72% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 35,187 | 7,518 | 0.12% | 0.11% | 317 | -102 | -0.29% | Q1 2026 | Apr 07, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 35,152 | 7,510 | 0.2% | 0.2% | 318 | -1,149 | -3.17% | Q1 2026 | May 01, 2026 |
| DT Investment Partners, LLC | History | Added to | 35,063 | 7,491 | 0.62% | 0.37% | 319 | +13,883 | 65.55% | Q1 2026 | May 14, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 34,885 | 7,453 | 0.29% | 0.3% | 320 | -16 | -0.05% | Q1 2026 | May 07, 2026 |
| REBALANCE, LLC | History | Added to | 34,641 | 7,401 | 0.43% | 0.42% | 321 | +133 | 0.39% | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | Reduced | 34,408 | 7,351 | 0.4% | 0.44% | 322 | -4,207 | -10.89% | Q1 2026 | May 13, 2026 |
| Widmann Financial Services, Inc. | History | Reduced | 34,239 | 7,315 | 4.35% | 4.41% | 323 | -45 | -0.13% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Reduced | 33,924 | 7,248 | 0.16% | 0.16% | 324 | -1,298 | -3.69% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 33,549 | 7,168 | 0.74% | 0.77% | 325 | -1,498 | -4.27% | Q1 2026 | May 11, 2026 |
| M.D. Sass, LLC | History | Added to | 32,984 | 7,047 | 0.53% | 0.38% | 326 | +10,233 | 44.98% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 32,495 | 6,984 | 0.01% | 0.01% | 327 | -8,683 | -21.09% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 32,595 | 6,964 | 0.26% | 0.27% | 328 | -2,987 | -8.39% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | Added to | 32,031 | 6,938 | 0.08% | 0.07% | 329 | +268 | 0.84% | Q1 2026 | Apr 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 32,462 | 6,936 | 0.23% | 0.26% | 330 | -2,865 | -8.11% | Q1 2026 | Apr 17, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 32,403 | 6,923 | 1.18% | 1.14% | 331 | +440 | 1.38% | Q1 2026 | May 04, 2026 |
| Pointe Capital Management LLC | History | Added to | 32,296 | 6,900 | 3.42% | 3.14% | 332 | +2,203 | 7.32% | Q1 2026 | May 15, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 32,251 | 6,891 | 2.24% | 1.64% | 333 | +8,918 | 38.22% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Reduced | 32,250 | 6,890 | 0.12% | 0.12% | 334 | -1,262 | -3.77% | Q1 2026 | Apr 07, 2026 |
| American State Bank (Iowa) | History | Added to | 32,148 | 6,869 | 3.3% | 3.05% | 335 | +1,951 | 6.46% | Q1 2026 | Apr 14, 2026 |
| Auour Investments LLC | History | Added to | 31,722 | 6,777 | 2.13% | 2.1% | 336 | +382 | 1.22% | Q1 2026 | Apr 20, 2026 |
| Wall Capital Group, Inc. | History | New | 31,554 | 6,742 | 7.2% | — | 337 | +31,554 | New | Q1 2026 | Apr 20, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 31,537 | 6,738 | 4.37% | 4.26% | 338 | +7 | 0.02% | Q1 2026 | Apr 24, 2026 |
| MidFirst Bank | History | Reduced | 31,478 | 6,725 | 0.56% | 0.54% | 339 | -846 | -2.62% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 31,469 | 6,723 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Added to | 31,234 | 6,673 | 0.09% | 0.08% | 341 | +2,488 | 8.66% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 31,233 | 6,673 | 0.2% | 0.2% | 342 | -60 | -0.19% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 31,708 | 6,669 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 29,277 | 6,632 | 1.26% | 1.27% | 344 | -85 | -0.29% | Q1 2026 | Apr 29, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 30,745 | 6,569 | 0.15% | 0.16% | 346 | -1,431 | -4.45% | Q1 2026 | May 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 30,747 | 6,569 | 0.85% | 0.91% | 345 | -408 | -1.31% | Q1 2026 | Apr 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 30,626 | 6,543 | 0.07% | 0.1% | 347 | -3,923 | -11.35% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 30,271 | 6,468 | 0.24% | 0.24% | 348 | +547 | 1.84% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 30,260 | 6,465 | 0.08% | 0.21% | 349 | -58,036 | -65.73% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 30,197 | 6,452 | 0.07% | 0.11% | 350 | -15,759 | -34.29% | Q1 2026 | May 05, 2026 |
| Red Tortoise LLC | History | Added to | 30,137 | 6,439 | 2.68% | 2.68% | 351 | +101 | 0.34% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 29,984 | 6,406 | 0.15% | 0.06% | 352 | +23,619 | 371.08% | Q1 2026 | Apr 27, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 30,371 | 6,388 | 0.42% | 0.42% | 353 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Hardy Reed LLC | History | No change | 29,678 | 6,341 | 0.46% | 0.45% | 354 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Disciplined Investments, LLC | History | Added to | 29,637 | 6,332 | 2.27% | 2.4% | 355 | +9 | 0.03% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 29,976 | 6,305 | 0.11% | 0.11% | 356 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 29,430 | 6,288 | 0.33% | 0.33% | 357 | +783 | 2.73% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Reduced | 29,130 | 6,224 | 0.09% | 0.09% | 358 | -27 | -0.09% | Q1 2026 | Apr 08, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 28,707 | 6,133 | 2.48% | 2.42% | 359 | -313 | -1.08% | Q1 2026 | Apr 08, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 28,681 | 6,128 | 1.66% | 1.66% | 360 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 28,477 | 6,084 | 1.58% | 1.68% | 361 | -106 | -0.37% | Q1 2026 | May 11, 2026 |
| Estate Counselors, LLC | History | New | 28,399 | 6,068 | 0.54% | — | 363 | +28,399 | New | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 28,400 | 6,068 | 0.27% | 0.27% | 362 | -1,978 | -6.51% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 27,797 | 6,021 | 0.12% | 0.13% | 364 | -26 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 28,126 | 6,009 | 0.07% | 0.07% | 365 | +1,432 | 5.36% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 28,110 | 6,006 | 0.03% | 0.03% | 366 | -843 | -2.91% | Q1 2026 | May 14, 2026 |
| Next Capital Management LLC | History | Added to | 28,065 | 5,996 | 1.82% | 1.73% | 367 | +2,386 | 9.29% | Q1 2026 | May 07, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 27,883 | 5,957 | 0.57% | 0.58% | 368 | -1,694 | -5.73% | Q1 2026 | May 06, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 27,859 | 5,952 | 0.62% | 0.61% | 369 | -714 | -2.5% | Q1 2026 | Apr 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 27,743 | 5,927 | 0.32% | 0.31% | 370 | +1,727 | 6.64% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 27,706 | 5,919 | 0.37% | — | 371 | +27,706 | New | Q1 2026 | May 08, 2026 |
| Brightwater Advisory LLC | History | Reduced | 27,540 | 5,884 | 3.89% | 4.01% | 372 | -706 | -2.5% | Q1 2026 | Apr 30, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 27,500 | 5,875 | 3.92% | 3.8% | 373 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 27,474 | 5,870 | 0.26% | 0.18% | 374 | +8,638 | 45.86% | Q1 2026 | May 05, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 27,466 | 5,868 | 2.58% | 2.66% | 375 | -389 | -1.4% | Q1 2026 | Apr 27, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 27,379 | 5,850 | 0.1% | 0.09% | 376 | +2,985 | 12.24% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 27,360 | 5,845 | 0.14% | 0.13% | 377 | +964 | 3.65% | Q1 2026 | May 15, 2026 |
| Aureus Asset Management, LLC | History | No change | 27,245 | 5,821 | 0.39% | 0.37% | 378 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 26,654 | 5,695 | 0.05% | 0.03% | 379 | +8,860 | 49.79% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 26,627 | 5,689 | 0.07% | 0.07% | 380 | +528 | 2.02% | Q1 2026 | May 01, 2026 |
| HBK INVESTMENTS L P | History | No change | 26,600 | 5,683 | 0.06% | 0.04% | 381 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 26,567 | 5,676 | 0.04% | 0.6% | 382 | -530,336 | -95.23% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 26,542 | 5,671 | 0.03% | 0.03% | 383 | +1,659 | 6.67% | Q1 2026 | Apr 30, 2026 |
| POTENTIA WEALTH | History | Added to | 26,537 | 5,670 | 2.19% | 2.03% | 384 | +173 | 0.66% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 26,475 | 5,657 | 0.06% | 0.29% | 385 | -99,164 | -78.93% | Q1 2026 | May 13, 2026 |
| KLCM Advisors, Inc. | History | Added to | 26,431 | 5,647 | 0.48% | 0.46% | 386 | +995 | 3.91% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Added to | 26,333 | 5,626 | 0.06% | 0.02% | 387 | +22,952 | 678.85% | Q1 2026 | May 12, 2026 |
| Community Bank, N.A. | History | Reduced | 25,820 | 5,516 | 0.66% | 0.64% | 388 | -49 | -0.19% | Q1 2026 | May 12, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 25,698 | 5,491 | 0.63% | 0.65% | 389 | +25 | 0.1% | Q1 2026 | Apr 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 25,449 | 5,437 | 0.0% | 0.0% | 390 | +1,629 | 6.84% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 25,293 | 5,404 | 0.0% | 0.0% | 391 | -6,821 | -21.24% | Q1 2026 | May 04, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 24,915 | 5,323 | 0.04% | 0.15% | 392 | -61,712 | -71.24% | Q1 2026 | May 11, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 24,897 | 5,319 | 4.05% | 3.84% | 393 | -98 | -0.39% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 24,888 | 5,317 | 0.04% | 0.03% | 394 | +4,506 | 22.11% | Q1 2026 | Apr 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 24,835 | 5,306 | 0.28% | 0.43% | 395 | -14,390 | -36.69% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 24,793 | 5,297 | 0.1% | 0.1% | 396 | -409 | -1.62% | Q1 2026 | May 11, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 24,515 | 5,238 | 0.43% | 0.43% | 397 | -68 | -0.28% | Q1 2026 | May 06, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 24,499 | 5,234 | 0.6% | 0.64% | 398 | +48 | 0.2% | Q1 2026 | May 08, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 24,379 | 5,209 | 1.69% | 1.73% | 399 | -285 | -1.16% | Q1 2026 | May 04, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 24,365 | 5,206 | 0.14% | 0.15% | 400 | -468 | -1.88% | Q1 2026 | May 07, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 24,267 | 5,185 | 0.42% | 0.41% | 401 | +1,492 | 6.55% | Q1 2026 | Apr 13, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 24,242 | 5,179 | 0.38% | 0.35% | 402 | +2,043 | 9.2% | Q1 2026 | Apr 16, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 24,113 | 5,152 | 2.09% | 2.19% | 403 | -125 | -0.52% | Q1 2026 | Apr 28, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 24,040 | 5,136 | 0.17% | 0.15% | 404 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 23,980 | 5,123 | 0.57% | 0.58% | 405 | -560 | -2.28% | Q1 2026 | May 05, 2026 |
| Clarius Group, LLC | History | No change | 24,276 | 5,106 | 0.29% | 0.29% | 406 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | Reduced | 23,785 | 5,082 | 0.01% | 0.01% | 407 | -8,252 | -25.76% | Q1 2026 | May 06, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 23,465 | 5,013 | 0.1% | 0.1% | 408 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 23,392 | 4,998 | 1.19% | 1.09% | 409 | +910 | 4.05% | Q1 2026 | May 13, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 23,385 | 4,996 | 0.47% | 0.47% | 410 | -111 | -0.47% | Q1 2026 | May 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 23,252 | 4,968 | 0.62% | — | 411 | +23,252 | New | Q1 2026 | May 18, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 23,171 | 4,950 | 3.38% | 3.31% | 412 | -329 | -1.4% | Q1 2026 | May 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 23,062 | 4,927 | 0.15% | 0.15% | 413 | +152 | 0.66% | Q1 2026 | Apr 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 22,992 | 4,912 | 0.27% | 0.27% | 414 | -1,173 | -4.85% | Q1 2026 | May 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 22,713 | 4,853 | 0.51% | 0.54% | 415 | -364 | -1.58% | Q1 2026 | Apr 20, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 22,683 | 4,846 | 1.75% | 1.84% | 416 | -637 | -2.73% | Q1 2026 | Apr 27, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 22,851 | 4,806 | 0.69% | 0.69% | 417 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 22,394 | 4,784 | 1.6% | 1.42% | 418 | +67 | 0.3% | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 22,295 | 4,763 | 0.77% | 0.76% | 419 | -157 | -0.7% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 22,211 | 4,745 | 0.29% | 0.58% | 420 | -1,113,399 | -98.04% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Added to | 22,192 | 4,741 | 0.13% | 0.11% | 421 | +4,211 | 23.42% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 22,185 | 4,740 | 0.07% | 0.06% | 422 | -1,001 | -4.32% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 22,119 | 4,726 | 0.09% | 0.09% | 423 | -624 | -2.74% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 22,120 | 4,726 | 0.16% | 0.16% | 424 | -557 | -2.46% | Q1 2026 | Apr 22, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 22,023 | 4,705 | 0.25% | 0.21% | 425 | +2,100 | 10.54% | Q1 2026 | Apr 13, 2026 |
| Columbus Macro, LLC | History | Added to | 22,014 | 4,703 | 0.5% | 0.5% | 426 | +133 | 0.61% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,836 | 4,665 | 0.1% | 0.1% | 427 | -289 | -1.31% | Q1 2026 | May 01, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Reduced | 21,784 | 4,654 | 0.68% | 0.75% | 428 | -3,169 | -12.7% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 21,947 | 4,616 | 0.09% | 0.09% | 429 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SMITH, MOORE & CO. | History | Added to | 21,538 | 4,602 | 0.33% | 0.34% | 430 | +38 | 0.18% | Q1 2026 | May 05, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 21,387 | 4,569 | 0.06% | 0.09% | 431 | -5,002 | -18.95% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 21,152 | 4,519 | 0.06% | 0.11% | 432 | -14,904 | -41.34% | Q1 2026 | May 12, 2026 |
| Glenview Trust Co | History | Added to | 21,051 | 4,497 | 0.07% | 0.07% | 433 | +84 | 0.4% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,939 | 4,474 | 0.08% | 0.08% | 434 | +744 | 3.68% | Q1 2026 | Apr 10, 2026 |
| EQUITABLE TRUST CO | History | No change | 20,933 | 4,472 | 0.21% | 0.2% | 435 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 20,525 | 4,385 | 0.35% | 0.31% | 436 | +871 | 4.43% | Q1 2026 | Apr 23, 2026 |
| FC Advisory LLC | History | Reduced | 20,462 | 4,372 | 1.28% | 1.28% | 437 | -658 | -3.12% | Q1 2026 | Apr 14, 2026 |
| Allen Investment Management, LLC | History | Added to | 20,282 | 4,333 | 0.05% | 0.04% | 438 | +5,094 | 33.54% | Q1 2026 | May 07, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 20,016 | 4,276 | 0.3% | 0.09% | 439 | +17,103 | 587.13% | Q1 2026 | May 15, 2026 |
| HMS Capital Management, LLC | History | Added to | 20,009 | 4,275 | 1.65% | 0.96% | 440 | +9,017 | 82.03% | Q1 2026 | Apr 22, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 20,008 | 4,275 | 1.06% | 1.05% | 441 | +1,750 | 9.58% | Q1 2026 | Apr 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 19,898 | 4,251 | 0.03% | 0.04% | 442 | -7,416 | -27.15% | Q1 2026 | May 05, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 19,736 | 4,216 | 0.1% | 0.01% | 443 | +18,323 | 1296.74% | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 19,632 | 4,194 | 0.27% | 0.27% | 444 | -98 | -0.5% | Q1 2026 | Apr 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 19,626 | 4,193 | 0.0% | 0.01% | 445 | -5,744 | -22.64% | Q1 2026 | Apr 16, 2026 |
| St. Louis Trust Co | History | Added to | 19,418 | 4,149 | 0.48% | 0.44% | 446 | +1,050 | 5.72% | Q1 2026 | May 14, 2026 |
| Tandem Financial, LLC | History | Reduced | 19,361 | 4,136 | 1.32% | 8.17% | 447 | -17,464 | -47.42% | Q1 2026 | May 08, 2026 |
| Holistic Financial Partners | History | Reduced | 19,334 | 4,131 | 1.54% | 1.52% | 448 | -588 | -2.95% | Q1 2026 | May 05, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 19,325 | 4,129 | 0.47% | 0.44% | 449 | -48 | -0.25% | Q1 2026 | Apr 10, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 19,223 | 4,107 | 0.82% | 0.8% | 450 | -314 | -1.61% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 19,117 | 4,084 | 0.31% | 0.31% | 451 | -399 | -2.04% | Q1 2026 | Apr 14, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 18,930 | 4,044 | 1.82% | 1.77% | 452 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 18,925 | 4,043 | 0.18% | 0.19% | 453 | -767 | -3.89% | Q1 2026 | Apr 09, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 18,817 | 4,027 | 0.15% | 0.41% | 454 | +6,695 | 55.23% | Q1 2026 | May 14, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 18,851 | 4,027 | 1.95% | 1.93% | 455 | -499 | -2.58% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 19,067 | 3,993 | 0.14% | 0.25% | 456 | -11,457 | -37.53% | Q1 2026 | May 15, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 18,630 | 3,980 | 0.39% | 0.37% | 457 | -149 | -0.79% | Q1 2026 | May 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 18,591 | 3,972 | 1.4% | 1.43% | 458 | -94 | -0.5% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 18,585 | 3,971 | 0.19% | 0.2% | 459 | -527 | -2.76% | Q1 2026 | May 04, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 18,562 | 3,966 | 1.4% | 1.43% | 460 | -213 | -1.13% | Q1 2026 | Apr 08, 2026 |
| W ADVISORS, LLC | History | Reduced | 18,550 | 3,963 | 2.03% | 2.35% | 461 | -3,649 | -16.44% | Q1 2026 | Apr 29, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 18,547 | 3,962 | 0.26% | 0.26% | 462 | +13 | 0.07% | Q1 2026 | May 07, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 17,333 | 3,935 | 0.26% | 0.27% | 463 | -1,619 | -8.54% | Q1 2026 | May 12, 2026 |
| Busey Bank | History | No change | 18,213 | 3,891 | 0.11% | 0.1% | 464 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 18,201 | 3,889 | 2.8% | 2.85% | 465 | -354 | -1.91% | Q1 2026 | May 07, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 18,099 | 3,867 | 0.06% | 1.79% | 466 | -550,510 | -96.82% | Q1 2026 | Apr 01, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 17,958 | 3,837 | 0.22% | 0.22% | 467 | -1,022 | -5.38% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 17,887 | 3,822 | 0.04% | 0.05% | 468 | -1,583 | -8.13% | Q1 2026 | May 13, 2026 |
| Goodman Financial Corp | History | No change | 17,805 | 3,804 | 0.65% | 0.71% | 469 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 17,773 | 3,797 | 0.22% | 0.21% | 470 | -156 | -0.87% | Q1 2026 | Apr 21, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 17,718 | 3,785 | 0.21% | 0.21% | 471 | -91 | -0.51% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Added to | 17,473 | 3,733 | 0.17% | 0.17% | 472 | +920 | 5.56% | Q1 2026 | Apr 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 17,351 | 3,707 | 0.49% | 0.56% | 473 | -1,566 | -8.28% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 17,260 | 3,687 | 0.4% | 0.42% | 474 | -1,428 | -7.64% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,232 | 3,681 | 0.13% | 0.15% | 475 | +1,463 | 9.28% | Q1 2026 | May 19, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 17,055 | 3,644 | 0.06% | 0.06% | 476 | +673 | 4.11% | Q1 2026 | May 11, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 16,832 | 3,596 | 0.12% | 0.1% | 477 | +2,430 | 16.87% | Q1 2026 | Apr 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 16,786 | 3,586 | 0.06% | 0.05% | 478 | +2,840 | 20.36% | Q1 2026 | May 04, 2026 |
| Everhart Financial Group, Inc. | History | New | 16,628 | 3,552 | 0.3% | — | 480 | +16,628 | New | Q1 2026 | Apr 09, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 16,626 | 3,552 | 0.34% | 0.38% | 479 | -1,295 | -7.23% | Q1 2026 | May 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 16,507 | 3,527 | 0.39% | 0.38% | 481 | -479 | -2.82% | Q1 2026 | Apr 23, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 16,455 | 3,515 | 0.49% | 0.51% | 482 | -692 | -4.04% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 16,358 | 3,495 | 0.1% | 0.11% | 483 | +33 | 0.2% | Q1 2026 | Apr 09, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 16,342 | 3,491 | 0.49% | 0.48% | 484 | -34 | -0.21% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Added to | 16,311 | 3,485 | 0.07% | 0.07% | 485 | +439 | 2.77% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Reduced | 16,244 | 3,470 | 0.57% | 0.56% | 486 | -80 | -0.49% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 16,205 | 3,462 | 0.09% | 0.08% | 487 | -66 | -0.41% | Q1 2026 | Apr 29, 2026 |
| Simplicity Wealth,LLC | History | Added to | 16,034 | 3,425 | 0.19% | 0.2% | 488 | +44 | 0.28% | Q1 2026 | Apr 30, 2026 |
| L2 Asset Management, LLC | History | New | 16,027 | 3,424 | 0.33% | — | 490 | +16,027 | New | Q1 2026 | May 14, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 16,027 | 3,424 | 1.24% | 1.8% | 489 | -1,085 | -6.34% | Q1 2026 | May 12, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 16,007 | 3,420 | 2.38% | 1.33% | 491 | +9,190 | 134.81% | Q1 2026 | Apr 22, 2026 |
| Grove Bank & Trust | History | Reduced | 15,968 | 3,411 | 0.39% | 0.39% | 492 | -453 | -2.76% | Q1 2026 | Apr 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 15,943 | 3,406 | 0.39% | 0.39% | 493 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 15,837 | 3,383 | 0.39% | 0.22% | 494 | +8,309 | 110.37% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 15,780 | 3,371 | 1.52% | 1.33% | 495 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Empowered Funds, LLC | History | New | 15,661 | 3,346 | 0.02% | — | 497 | +15,661 | New | Q1 2026 | May 14, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 15,660 | 3,346 | 1.73% | 1.6% | 496 | +51 | 0.33% | Q1 2026 | May 06, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 15,633 | 3,340 | 0.13% | 0.12% | 498 | -280 | -1.76% | Q1 2026 | May 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 15,613 | 3,336 | 0.43% | 0.56% | 499 | -5,069 | -24.51% | Q1 2026 | Apr 23, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 15,612 | 3,335 | 0.09% | 0.41% | 500 | -52,269 | -77.0% | Q1 2026 | May 12, 2026 |
| Centennial Bank/AR/ | History | Reduced | 15,569 | 3,326 | 1.19% | 1.76% | 501 | -5,474 | -26.01% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,564 | 3,325 | 0.05% | 0.06% | 502 | -1,081 | -6.49% | Q1 2026 | Apr 22, 2026 |
| Accredited Investors Inc. | History | Added to | 15,464 | 3,304 | 0.18% | 0.16% | 503 | +974 | 6.72% | Q1 2026 | Apr 30, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 15,392 | 3,288 | 0.18% | 0.2% | 504 | -1,144 | -6.92% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 15,357 | 3,281 | 0.21% | 0.11% | 505 | +3,656 | 31.25% | Q1 2026 | May 08, 2026 |
| Magnus Financial Group LLC | History | Reduced | 15,274 | 3,263 | 0.26% | 0.25% | 506 | -527 | -3.34% | Q1 2026 | Apr 10, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 15,239 | 3,256 | 1.21% | 1.21% | 507 | -116 | -0.76% | Q1 2026 | Apr 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 14,973 | 3,199 | 1.16% | 1.19% | 508 | -1,914 | -11.33% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 14,892 | 3,181 | 0.02% | 0.02% | 509 | +55 | 0.37% | Q1 2026 | May 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 14,886 | 3,180 | 0.35% | 0.33% | 510 | -25 | -0.17% | Q1 2026 | Apr 28, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 14,846 | 3,172 | 2.13% | 2.07% | 511 | -154 | -1.03% | Q1 2026 | Apr 17, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 14,836 | 3,169 | 0.09% | 0.09% | 512 | -58 | -0.39% | Q1 2026 | May 12, 2026 |
| Pathway Financial Advisors LLC | History | No change | 14,660 | 3,159 | 0.39% | 0.4% | 513 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 14,774 | 3,156 | 2.53% | 2.35% | 514 | +1,698 | 12.99% | Q1 2026 | May 01, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 14,684 | 3,137 | 0.36% | 0.37% | 515 | -494 | -3.25% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | No change | 14,638 | 3,127 | 0.03% | 0.02% | 516 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BG Investment Services, LLC | History | Reduced | 14,603 | 3,120 | 2.59% | 2.8% | 517 | -349 | -2.33% | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 14,549 | 3,108 | 0.18% | 0.2% | 518 | -1,307 | -8.24% | Q1 2026 | Apr 30, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 14,479 | 3,093 | 2.61% | 2.44% | 519 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 14,450 | 3,087 | 0.91% | 0.89% | 520 | +468 | 3.35% | Q1 2026 | Apr 24, 2026 |
| EPG Wealth Management LLC | History | Added to | 14,427 | 3,082 | 0.84% | 0.82% | 521 | +15 | 0.1% | Q1 2026 | May 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 14,368 | 3,070 | 0.34% | 0.33% | 522 | +255 | 1.81% | Q1 2026 | May 11, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 14,365 | 3,069 | 0.77% | 0.77% | 523 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 14,293 | 3,053 | 0.33% | 0.36% | 524 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Autumn Glory Partners, LLC | History | No change | 14,259 | 3,046 | 1.12% | 1.05% | 525 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 14,206 | 3,035 | 0.06% | 0.06% | 526 | -118 | -0.82% | Q1 2026 | Apr 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 14,150 | 3,023 | 0.57% | 0.51% | 527 | -156 | -1.09% | Q1 2026 | May 20, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 14,128 | 3,018 | 0.98% | 1.0% | 528 | -286 | -1.98% | Q1 2026 | May 01, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 14,016 | 2,994 | 0.09% | 0.09% | 529 | -624 | -4.26% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 13,958 | 2,982 | 0.16% | 0.16% | 530 | -275 | -1.93% | Q1 2026 | Apr 08, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 13,921 | 2,974 | 0.04% | 0.04% | 531 | +213 | 1.55% | Q1 2026 | Apr 08, 2026 |
| SIG BROKERAGE, LP | History | No change | 13,889 | 2,967 | 0.08% | 0.09% | 532 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 13,802 | 2,949 | 0.0% | 0.0% | 533 | -915 | -6.22% | Q1 2026 | May 05, 2026 |
| LM Advisors LLC | History | Added to | 628 | 2,941 | 0.05% | 0.05% | 534 | +9 | 1.45% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Added to | 13,714 | 2,930 | 0.35% | 0.34% | 535 | +1,098 | 8.7% | Q1 2026 | Apr 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 13,564 | 2,897 | 0.04% | 0.03% | 536 | +579 | 4.46% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 13,536 | 2,892 | 0.16% | 0.16% | 537 | -213 | -1.55% | Q1 2026 | Apr 23, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 13,529 | 2,890 | 0.34% | 0.33% | 538 | -204 | -1.49% | Q1 2026 | May 06, 2026 |
| Janney Capital Management LLC | History | No change | 13,609 | 2,863 | 0.18% | 0.18% | 539 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 13,379 | 2,858 | 0.29% | 0.31% | 541 | -200 | -1.47% | Q1 2026 | Apr 30, 2026 |
| Summa Corp. | History | No change | 13,379 | 2,858 | 1.18% | 1.21% | 540 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 13,373 | 2,857 | 0.04% | 0.04% | 542 | -615 | -4.4% | Q1 2026 | May 05, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 13,325 | 2,847 | 0.78% | 0.8% | 543 | +514 | 4.01% | Q1 2026 | Apr 09, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 13,313 | 2,844 | 1.62% | 1.76% | 544 | -62 | -0.46% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 13,289 | 2,839 | 0.65% | 0.67% | 545 | -380 | -2.78% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 13,235 | 2,827 | 0.1% | 0.1% | 546 | -416 | -3.05% | Q1 2026 | Apr 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 13,178 | 2,815 | 0.56% | 0.58% | 547 | +29 | 0.22% | Q1 2026 | Apr 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 13,133 | 2,806 | 0.04% | 0.06% | 548 | -5,568 | -29.77% | Q1 2026 | May 12, 2026 |
| Dentgroup LLC | History | No change | 13,321 | 2,801 | 1.92% | 1.92% | 549 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 13,088 | 2,796 | 0.19% | 0.2% | 550 | -319 | -2.38% | Q1 2026 | Apr 29, 2026 |
| St. Clair Advisors, LLC | History | New | 13,039 | 2,786 | 0.74% | — | 551 | +13,039 | New | Q1 2026 | Apr 23, 2026 |
| INVESTED ADVISORS | History | Reduced | 13,005 | 2,778 | 2.81% | 3.25% | 552 | -1,929 | -12.92% | Q1 2026 | Apr 29, 2026 |
| Advisors Preferred, LLC | History | Reduced | 12,998 | 2,777 | 0.41% | 2.77% | 554 | -67,085 | -83.77% | Q1 2026 | May 05, 2026 |
| DONALD SMITH & CO., INC. | History | No change | 13,000 | 2,777 | 0.05% | 0.05% | 553 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 12,987 | 2,774 | 0.04% | 0.05% | 555 | -381 | -2.85% | Q1 2026 | Apr 10, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 12,867 | 2,749 | 0.56% | 0.54% | 556 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Erste Asset Management GmbH | History | New | 13,100 | 2,743 | 0.03% | — | 558 | +13,100 | New | Q1 2026 | May 11, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 12,840 | 2,743 | 1.82% | 2.87% | 557 | -7,409 | -36.59% | Q1 2026 | May 04, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 12,819 | 2,738 | 0.94% | 1.05% | 559 | -1,489 | -10.41% | Q1 2026 | Apr 29, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 12,807 | 2,736 | 1.19% | 1.18% | 560 | +65 | 0.51% | Q1 2026 | May 01, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 12,804 | 2,735 | 0.12% | 0.24% | 561 | -13,643 | -51.59% | Q1 2026 | May 11, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 12,762 | 2,726 | 0.53% | 0.54% | 562 | +51 | 0.4% | Q1 2026 | May 07, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 12,683 | 2,709 | 0.78% | 0.72% | 563 | -28 | -0.22% | Q1 2026 | Apr 27, 2026 |
| Rinkey Investments | History | Reduced | 12,639 | 2,700 | 0.69% | 0.72% | 564 | -783 | -5.83% | Q1 2026 | May 11, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 12,579 | 2,687 | 0.82% | 0.59% | 566 | +3,493 | 38.44% | Q1 2026 | Apr 17, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 12,580 | 2,687 | 0.14% | 0.14% | 565 | -28 | -0.22% | Q1 2026 | Apr 27, 2026 |
| DV Trading LLC | History | New | 12,569 | 2,685 | 0.06% | — | 568 | +12,569 | New | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 12,569 | 2,685 | 0.04% | 0.07% | 567 | -6,713 | -34.81% | Q1 2026 | Apr 27, 2026 |
| SB Capital Management Inc | History | No change | 12,764 | 2,684 | 0.98% | 0.98% | 569 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 12,555 | 2,682 | 0.2% | 0.21% | 570 | -1,150 | -8.39% | Q1 2026 | Apr 28, 2026 |
| Allegheny Financial Group | History | Added to | 12,472 | 2,664 | 0.36% | 0.39% | 571 | +10 | 0.08% | Q1 2026 | Apr 16, 2026 |
| Johnson Financial Group, LLC | History | Added to | 12,321 | 2,632 | 0.18% | 0.16% | 572 | +45 | 0.37% | Q1 2026 | May 14, 2026 |
| Montis Financial, LLC | History | Reduced | 12,257 | 2,619 | 0.54% | 0.52% | 573 | -258 | -2.06% | Q1 2026 | May 11, 2026 |
| Q3 Asset Management | History | Reduced | 12,250 | 2,617 | 0.64% | 0.68% | 574 | -1,821 | -12.94% | Q1 2026 | Apr 28, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 12,235 | 2,614 | 1.93% | 1.91% | 575 | -75 | -0.61% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 12,160 | 2,598 | 0.05% | 0.05% | 576 | +602 | 5.21% | Q1 2026 | Apr 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 12,082 | 2,581 | 0.0% | 0.0% | 577 | -10,622 | -46.78% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,031 | 2,570 | 0.05% | 0.05% | 578 | +318 | 2.71% | Q1 2026 | May 14, 2026 |
| Atlas Brown,Inc. | History | Reduced | 11,994 | 2,562 | 0.77% | 0.76% | 579 | -141 | -1.16% | Q1 2026 | Apr 17, 2026 |
| Dynamic Financial Group | History | Reduced | 11,952 | 2,553 | 2.09% | 2.15% | 580 | -8 | -0.07% | Q1 2026 | May 12, 2026 |
| Mount Lucas Management LP | History | Added to | 11,825 | 2,526 | 0.93% | 0.71% | 581 | +3,418 | 40.66% | Q1 2026 | May 05, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 11,825 | 2,526 | 2.52% | 1.76% | 582 | +3,418 | 40.66% | Q1 2026 | May 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 11,752 | 2,511 | 0.07% | 0.06% | 583 | -52 | -0.44% | Q1 2026 | Apr 21, 2026 |
| STAR Financial Bank | History | Reduced | 11,730 | 2,506 | 1.18% | 1.45% | 584 | -1,735 | -12.89% | Q1 2026 | May 08, 2026 |
| Nolet Wealth Management, LLC | History | No change | 11,725 | 2,505 | 1.43% | 1.37% | 585 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 11,680 | 2,495 | 0.26% | 0.19% | 586 | +3,214 | 37.96% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 11,484 | 2,453 | 0.44% | 0.44% | 587 | +490 | 4.46% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 11,469 | 2,450 | 0.08% | 0.08% | 588 | -333 | -2.82% | Q1 2026 | Apr 08, 2026 |
| Cooper Financial Group | History | Added to | 11,460 | 2,448 | 0.25% | 0.17% | 589 | +3,758 | 48.79% | Q1 2026 | Apr 07, 2026 |
| Secure Asset Management, LLC | History | Reduced | 11,347 | 2,424 | 0.38% | 0.41% | 590 | -1,178 | -9.41% | Q1 2026 | Apr 09, 2026 |
| SilverOak Wealth Management LLC | History | No change | 11,295 | 2,413 | 0.38% | 0.37% | 591 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Baron Financial Group, LLC | History | Reduced | 11,241 | 2,401 | 1.3% | 1.29% | 592 | -215 | -1.88% | Q1 2026 | Apr 09, 2026 |
| Applied Finance Capital Management, LLC | History | Reduced | 11,205 | 2,394 | 0.18% | 1.46% | 593 | -85,830 | -88.45% | Q1 2026 | May 04, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 11,180 | 2,388 | 0.11% | 0.1% | 594 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 11,118 | 2,375 | 0.03% | 0.03% | 595 | -181 | -1.6% | Q1 2026 | Apr 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 11,062 | 2,363 | 0.12% | 0.14% | 596 | -1,313 | -10.61% | Q1 2026 | Apr 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 11,044 | 2,359 | 0.17% | 0.17% | 597 | -85 | -0.76% | Q1 2026 | May 12, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Added to | 11,035 | 2,357 | 0.05% | 0.04% | 598 | +2,210 | 25.04% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Reduced | 11,241 | 2,354 | 0.0% | 0.0% | 599 | -11,079 | -49.64% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 11,000 | 2,350 | 0.02% | 0.02% | 600 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 10,988 | 2,348 | 0.07% | 0.07% | 601 | -44 | -0.4% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | Reduced | 10,892 | 2,327 | 0.18% | 0.18% | 602 | -44 | -0.4% | Q1 2026 | Apr 13, 2026 |
| PlanVest Financial, Inc | History | New | 10,844 | 2,317 | 1.76% | — | 603 | +10,844 | New | Q1 2026 | May 14, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 10,841 | 2,316 | 0.06% | 0.06% | 604 | +619 | 6.06% | Q1 2026 | May 14, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 10,772 | 2,301 | 0.45% | 0.45% | 605 | -111 | -1.02% | Q1 2026 | May 11, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 10,732 | 2,293 | 0.04% | 0.04% | 606 | +165 | 1.56% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 10,697 | 2,285 | 0.2% | 0.22% | 607 | -1,038 | -8.85% | Q1 2026 | Apr 30, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 10,822 | 2,276 | 0.2% | 0.2% | 608 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Capital International Investors | History | Reduced | 10,849 | 2,272 | 0.0% | 0.0% | 609 | -10,010 | -47.99% | Q1 2026 | May 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 10,618 | 2,268 | 0.22% | 0.22% | 610 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 10,595 | 2,263 | 0.22% | 0.21% | 611 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Indivisible Partners | History | Added to | 10,594 | 2,261 | 0.2% | 0.22% | 612 | +883 | 9.09% | Q1 2026 | Apr 30, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 10,557 | 2,255 | 0.01% | 0.17% | 613 | -130,307 | -92.51% | Q1 2026 | May 15, 2026 |
| Index Technologies Group LLC | History | Added to | 10,548 | 2,253 | 2.45% | 2.3% | 615 | +71 | 0.68% | Q1 2026 | Apr 29, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 10,548 | 2,253 | 0.69% | 0.66% | 614 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ICONIQ Capital, LLC | History | No change | 10,489 | 2,241 | 0.05% | 0.03% | 616 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | No change | 10,455 | 2,233 | 0.32% | 0.3% | 617 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Epoch Investment Partners, Inc. | History | No change | 10,432 | 2,229 | 0.01% | 0.01% | 618 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 10,398 | 2,221 | 0.03% | 0.03% | 619 | -218 | -2.05% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 10,557 | 2,219 | 0.0% | 0.0% | 620 | -9,564 | -47.53% | Q1 2026 | May 08, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Reduced | 10,380 | 2,217 | 0.63% | 0.67% | 621 | -757 | -6.8% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Added to | 10,364 | 2,214 | 0.23% | 0.17% | 622 | +2,802 | 37.05% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Added to | 10,339 | 2,209 | 0.03% | 0.02% | 624 | +174 | 1.71% | Q1 2026 | Apr 16, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 10,503 | 2,209 | 0.14% | 0.14% | 623 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 10,326 | 2,206 | 0.84% | 0.4% | 625 | +6,420 | 164.36% | Q1 2026 | May 15, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 10,312 | 2,203 | 0.96% | 1.1% | 626 | -2,095 | -16.89% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,295 | 2,199 | 0.05% | 0.03% | 627 | +4,087 | 65.83% | Q1 2026 | May 15, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 10,286 | 2,197 | 0.32% | 0.22% | 628 | +3,615 | 54.19% | Q1 2026 | Apr 24, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 10,264 | 2,193 | 0.89% | 0.88% | 629 | -779 | -7.05% | Q1 2026 | May 13, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 10,246 | 2,189 | 0.26% | 0.25% | 631 | +233 | 2.33% | Q1 2026 | May 04, 2026 |
| Affiance Financial, LLC | History | No change | 10,247 | 2,189 | 0.35% | 0.35% | 630 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| jvl associates llc | History | No change | 10,211 | 2,181 | 0.73% | 0.7% | 632 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 10,207 | 2,180 | 1.17% | 1.15% | 633 | -192 | -1.85% | Q1 2026 | Apr 27, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 10,198 | 2,178 | 0.55% | 0.56% | 634 | -195 | -1.88% | Q1 2026 | May 06, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 10,180 | 2,175 | 0.1% | 0.14% | 635 | -4,998 | -32.93% | Q1 2026 | May 11, 2026 |
| Advisory Resource Group | History | Added to | 10,153 | 2,169 | 0.37% | 0.36% | 636 | +409 | 4.2% | Q1 2026 | May 15, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 10,088 | 2,155 | 0.09% | 0.08% | 637 | +238 | 2.42% | Q1 2026 | Apr 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 10,080 | 2,153 | 0.12% | — | 638 | +10,080 | New | Q1 2026 | Apr 16, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 10,070 | 2,151 | 0.6% | 0.59% | 639 | +160 | 1.61% | Q1 2026 | Apr 08, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 10,056 | 2,148 | 1.95% | 2.04% | 640 | -440 | -4.19% | Q1 2026 | May 08, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 10,026 | 2,142 | 0.02% | 0.07% | 641 | -20,536 | -67.19% | Q1 2026 | May 15, 2026 |
| Curtis Advisory Group, LLC | History | New | 9,996 | 2,135 | 0.46% | — | 643 | +9,996 | New | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 9,993 | 2,135 | 0.6% | 0.6% | 642 | +194 | 1.98% | Q1 2026 | Apr 16, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 9,980 | 2,132 | 0.41% | 0.41% | 644 | -276 | -2.69% | Q1 2026 | Apr 09, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 9,975 | 2,131 | 0.17% | 0.17% | 645 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,911 | 2,117 | 0.12% | 0.13% | 647 | -251 | -2.47% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 9,912 | 2,117 | 0.06% | 0.06% | 646 | -13 | -0.13% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,885 | 2,112 | 0.04% | — | 648 | +9,885 | New | Q1 2026 | Apr 27, 2026 |
| LEE DANNER & BASS INC | History | No change | 9,799 | 2,093 | 0.13% | 0.15% | 649 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 9,764 | 2,086 | 0.39% | 0.41% | 650 | -206 | -2.07% | Q1 2026 | May 07, 2026 |
| Trust Point Inc. | History | Added to | 9,750 | 2,083 | 0.18% | 0.06% | 651 | +5,915 | 154.24% | Q1 2026 | Apr 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 9,741 | 2,081 | 0.72% | 0.74% | 652 | -23 | -0.24% | Q1 2026 | Apr 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 9,696 | 2,071 | 0.03% | 0.01% | 653 | +4,519 | 87.29% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 9,120 | 2,070 | 0.04% | 0.08% | 654 | +1,665 | 22.33% | Q1 2026 | May 01, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 9,202 | 2,069 | 0.19% | 0.19% | 655 | +1 | 0.01% | Q1 2026 | Apr 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 9,677 | 2,067 | 0.1% | 0.09% | 656 | +614 | 6.77% | Q1 2026 | Apr 28, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 9,664 | 2,064 | 0.15% | 0.19% | 657 | -3,150 | -24.58% | Q1 2026 | Apr 28, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 9,635 | 2,058 | 0.13% | 0.13% | 658 | -118 | -1.21% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 9,630 | 2,057 | 0.03% | 0.05% | 659 | -4,404 | -31.38% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | Added to | 9,626 | 2,056 | 0.18% | 0.1% | 661 | +3,459 | 56.09% | Q1 2026 | Apr 30, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 9,623 | 2,056 | 0.05% | 0.05% | 660 | +65 | 0.68% | Q1 2026 | Apr 16, 2026 |
| InvesTrust | History | Reduced | 9,589 | 2,048 | 0.86% | 0.8% | 662 | -232 | -2.36% | Q1 2026 | Apr 07, 2026 |
| STEPH & CO | History | Reduced | 9,527 | 2,035 | 0.58% | 0.58% | 663 | -96 | -1.0% | Q1 2026 | Apr 17, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 9,494 | 2,028 | 0.6% | 0.66% | 664 | -435 | -4.38% | Q1 2026 | Apr 30, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 9,479 | 2,025 | 0.2% | 0.2% | 665 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 9,477 | 2,024 | 1.52% | 1.11% | 666 | +68 | 0.72% | Q1 2026 | Apr 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 9,422 | 2,013 | 0.07% | 0.61% | 667 | -79,479 | -89.4% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 9,571 | 2,013 | 0.1% | 0.09% | 668 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 9,395 | 2,007 | 0.56% | 0.63% | 669 | -3,000 | -24.2% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9,388 | 2,005 | 0.06% | 0.08% | 670 | -709 | -7.02% | Q1 2026 | May 15, 2026 |
| Clearwave Capital, LLC | History | Added to | 9,305 | 1,988 | 1.36% | 1.44% | 671 | +23 | 0.25% | Q1 2026 | Apr 29, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 9,304 | 1,987 | 0.26% | 0.28% | 673 | -436 | -4.48% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,300 | 1,987 | 0.05% | 0.05% | 672 | +36 | 0.39% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 8,631 | 1,981 | 0.03% | 0.02% | 674 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 9,259 | 1,978 | 0.41% | 0.4% | 675 | +195 | 2.15% | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,218 | 1,969 | 0.05% | 0.05% | 676 | +479 | 5.48% | Q1 2026 | Apr 07, 2026 |
| True North Advisors, LLC | History | No change | 9,192 | 1,964 | 0.22% | 0.25% | 677 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 9,165 | 1,958 | 0.0% | 0.0% | 678 | -4,388 | -32.38% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,069 | 1,937 | 0.01% | 0.01% | 679 | +1,993 | 28.17% | Q1 2026 | Apr 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 9,031 | 1,929 | 0.15% | 0.15% | 680 | -100 | -1.1% | Q1 2026 | Apr 30, 2026 |
| IFC Advisors LLC | History | Reduced | 9,005 | 1,924 | 0.28% | 0.36% | 681 | -2,576 | -22.24% | Q1 2026 | May 04, 2026 |
| Next Level Private LLC | History | Added to | 8,985 | 1,919 | 0.43% | 0.49% | 682 | +25 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Insight Inv LLC | History | Reduced | 8,971 | 1,916 | 1.05% | 1.15% | 683 | -796 | -8.15% | Q1 2026 | Apr 27, 2026 |
| MAYPORT, LLC | History | Added to | 8,910 | 1,903 | 0.35% | 0.32% | 684 | +1,410 | 18.8% | Q1 2026 | Apr 21, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 8,905 | 1,902 | 0.19% | — | 685 | +8,905 | New | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 8,363 | 1,900 | 0.07% | 0.06% | 686 | +1,125 | 15.54% | Q1 2026 | Apr 24, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 8,860 | 1,893 | 0.14% | 0.13% | 687 | -475 | -5.09% | Q1 2026 | Apr 16, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 8,833 | 1,887 | 0.31% | 0.29% | 688 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 8,964 | 1,885 | 0.64% | 0.64% | 689 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Calamos Advisors LLC | History | New | 8,782 | 1,876 | 0.01% | — | 691 | +8,782 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 8,782 | 1,876 | 0.06% | 0.06% | 690 | +306 | 3.61% | Q1 2026 | May 04, 2026 |
| Centerpoint Advisory Group | History | No change | 8,778 | 1,875 | 1.41% | 1.42% | 692 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 8,757 | 1,871 | 1.48% | 1.5% | 693 | +335 | 3.98% | Q1 2026 | May 05, 2026 |
| Vigil Wealth Management, LLC | History | No change | 8,752 | 1,870 | 1.51% | 1.53% | 694 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 8,715 | 1,862 | 0.37% | 0.38% | 695 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advisor OS, LLC | History | Added to | 8,666 | 1,851 | 0.13% | 0.06% | 696 | +4,864 | 127.93% | Q1 2026 | May 07, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 8,663 | 1,851 | 0.12% | 0.16% | 697 | +39 | 0.45% | Q1 2026 | May 07, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 8,559 | 1,828 | 0.56% | 0.53% | 698 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Breachway Investments LLC | History | Added to | 8,476 | 1,821 | 1.75% | 1.88% | 699 | +2 | 0.02% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,519 | 1,820 | 0.07% | 0.07% | 700 | -24 | -0.28% | Q1 2026 | May 12, 2026 |
| RKL Wealth Management LLC | History | Added to | 8,471 | 1,809 | 0.16% | 0.14% | 701 | +201 | 2.43% | Q1 2026 | Apr 24, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 8,397 | 1,794 | 0.67% | 0.7% | 703 | -789 | -8.59% | Q1 2026 | Apr 06, 2026 |
| INTRUST BANK NA | History | No change | 8,399 | 1,794 | 0.15% | 0.15% | 702 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| David Kennon Inc | History | Added to | 8,373 | 1,789 | 0.64% | 0.6% | 704 | +389 | 4.87% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 8,354 | 1,785 | 0.09% | 0.09% | 705 | -27 | -0.32% | Q1 2026 | Apr 15, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 8,321 | 1,777 | 0.12% | 0.08% | 706 | +1,026 | 14.06% | Q1 2026 | May 11, 2026 |
| American Trust | History | Reduced | 8,263 | 1,765 | 0.16% | 0.15% | 707 | -356 | -4.13% | Q1 2026 | May 01, 2026 |
| MYECFO, LLC | History | Reduced | 8,215 | 1,755 | 0.73% | 0.74% | 708 | -100 | -1.2% | Q1 2026 | Apr 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 8,180 | 1,747 | 0.38% | 0.38% | 709 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| GenWealth Group, Inc. | History | Reduced | 8,133 | 1,737 | 0.3% | 0.3% | 710 | -35 | -0.43% | Q1 2026 | May 11, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 7,707 | 1,732 | 0.98% | 0.98% | 711 | +98 | 1.29% | Q1 2026 | Apr 17, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 8,062 | 1,722 | 0.05% | 0.05% | 712 | +792 | 10.89% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,042 | 1,718 | 0.02% | 0.02% | 713 | +2,368 | 41.73% | Q1 2026 | May 11, 2026 |
| Alamar Capital Management, LLC | History | No change | 8,029 | 1,715 | 1.05% | 0.93% | 714 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 7,993 | 1,707 | 0.12% | 0.11% | 715 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| First Western Trust Bank | History | Added to | 7,976 | 1,704 | 0.09% | 0.08% | 716 | +380 | 5.0% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 7,942 | 1,697 | 0.14% | 0.12% | 717 | +626 | 8.56% | Q1 2026 | May 15, 2026 |
| Clifford Group, LLC | History | Reduced | 7,937 | 1,695 | 1.31% | 1.3% | 718 | -74 | -0.92% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 7,917 | 1,691 | 0.14% | 0.13% | 719 | +16 | 0.2% | Q1 2026 | May 01, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 7,842 | 1,675 | 1.13% | 1.19% | 721 | -130 | -1.63% | Q1 2026 | Apr 13, 2026 |
| Great Waters Wealth Management | History | Reduced | 7,841 | 1,675 | 0.18% | 0.18% | 720 | -9 | -0.11% | Q1 2026 | Apr 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 7,826 | 1,672 | 0.02% | 0.02% | 722 | -226 | -2.81% | Q1 2026 | May 15, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 7,818 | 1,670 | 1.16% | 1.11% | 723 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 7,798 | 1,666 | 0.17% | 0.16% | 724 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Jordan Park Group LLC | History | No change | 7,799 | 1,666 | 0.09% | 0.1% | 725 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 7,792 | 1,664 | 0.57% | 0.57% | 726 | -273 | -3.38% | Q1 2026 | May 04, 2026 |
| Banque Cantonale Vaudoise | History | New | 7,783 | 1,663 | 0.06% | — | 727 | +7,783 | New | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 7,776 | 1,661 | 0.0% | 0.0% | 728 | -13,840 | -64.03% | Q1 2026 | May 15, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | Reduced | 7,759 | 1,657 | 0.01% | 0.27% | 729 | -411,901 | -98.15% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 7,853 | 1,651 | 0.12% | 0.12% | 730 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| National Philanthropic Trust | History | Reduced | 7,719 | 1,649 | 0.02% | 0.04% | 731 | -9,657 | -55.58% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 7,835 | 1,648 | 0.29% | 0.29% | 732 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Columbia Bank | History | Added to | 7,668 | 1,638 | 0.47% | 0.35% | 734 | +1,714 | 28.79% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,666 | 1,638 | 0.03% | 0.03% | 733 | +1,414 | 22.62% | Q1 2026 | May 15, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 7,662 | 1,637 | 0.41% | 0.47% | 736 | -935 | -10.88% | Q1 2026 | Apr 10, 2026 |
| Key FInancial Inc | History | No change | 7,662 | 1,637 | 0.29% | 0.29% | 735 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 7,752 | 1,630 | 0.97% | 0.97% | 737 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| United Advisor Group, LLC | History | Added to | 7,621 | 1,628 | 0.2% | 0.17% | 738 | +1,314 | 20.83% | Q1 2026 | Apr 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 7,578 | 1,619 | 0.04% | 0.03% | 739 | -35 | -0.46% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 7,528 | 1,608 | 0.57% | 0.57% | 740 | -137 | -1.79% | Q1 2026 | Apr 08, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 7,245 | 1,607 | 0.02% | 0.02% | 741 | -675 | -8.52% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 7,612 | 1,601 | 0.11% | 0.11% | 742 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 7,449 | 1,591 | 3.72% | — | 743 | +7,449 | New | Q1 2026 | May 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 7,439 | 1,589 | 0.13% | 0.13% | 744 | +6 | 0.08% | Q1 2026 | May 15, 2026 |
| Cooke Wealth Management, LLC | History | Reduced | 7,411 | 1,583 | 1.4% | 1.44% | 745 | -158 | -2.09% | Q1 2026 | Apr 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 7,376 | 1,576 | 0.13% | 0.04% | 746 | +5,225 | 242.91% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 7,361 | 1,572 | 0.1% | 0.14% | 747 | -2,604 | -26.13% | Q1 2026 | Apr 15, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 7,356 | 1,571 | 0.34% | 0.38% | 749 | -1,217 | -14.2% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 7,355 | 1,571 | 0.02% | 0.02% | 748 | +40 | 0.55% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Added to | 7,314 | 1,562 | 0.07% | 0.07% | 750 | +103 | 1.43% | Q1 2026 | May 05, 2026 |
| Maxele Advisors, LLC | History | No change | 7,429 | 1,562 | 1.27% | 1.27% | 751 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 7,292 | 1,558 | 1.02% | 1.05% | 752 | -79 | -1.07% | Q1 2026 | May 08, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 7,293 | 1,558 | 0.67% | 0.69% | 753 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Legacy Advisors, LLC | History | No change | 7,257 | 1,550 | 0.18% | 0.16% | 754 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GREENLEAF TRUST | History | Added to | 7,183 | 1,534 | 0.02% | 0.01% | 755 | +70 | 0.98% | Q1 2026 | Apr 27, 2026 |
| Providence First Trust Co | History | Reduced | 7,130 | 1,523 | 0.54% | 0.55% | 756 | -445 | -5.87% | Q1 2026 | May 04, 2026 |
| Enclave Advisors LLC | History | Reduced | 7,096 | 1,516 | 0.21% | 0.22% | 757 | -331 | -4.46% | Q1 2026 | Apr 13, 2026 |
| Opus Capital Group, LLC | History | No change | 7,092 | 1,515 | 0.16% | 0.16% | 758 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 7,028 | 1,501 | 0.0% | 0.0% | 759 | -926 | -11.64% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,012 | 1,498 | 0.02% | 0.02% | 760 | +538 | 8.31% | Q1 2026 | May 01, 2026 |
| Greenspring Advisors, LLC | History | Added to | 7,002 | 1,496 | 0.09% | 0.09% | 761 | +60 | 0.86% | Q1 2026 | May 04, 2026 |
| Wick Capital Partners, LLC | History | Added to | 6,996 | 1,494 | 0.27% | 0.26% | 762 | +90 | 1.3% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 6,972 | 1,489 | 0.07% | — | 763 | +6,972 | New | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 6,966 | 1,488 | 0.08% | 0.08% | 764 | +34 | 0.49% | Q1 2026 | May 06, 2026 |
| Global Wealth Management, LLC | History | No change | 6,964 | 1,487 | 0.81% | 0.79% | 765 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 6,955 | 1,486 | 0.5% | 0.55% | 766 | -1,213 | -14.85% | Q1 2026 | Apr 08, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 6,918 | 1,478 | 0.25% | 0.25% | 767 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 6,889 | 1,471 | 0.32% | 0.33% | 768 | -17 | -0.25% | Q1 2026 | May 05, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 6,819 | 1,457 | 0.14% | 0.14% | 769 | +24 | 0.35% | Q1 2026 | Apr 29, 2026 |
| Tannin Capital LLC | History | Reduced | 6,806 | 1,454 | 1.06% | 1.35% | 770 | -392 | -5.45% | Q1 2026 | May 12, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 6,805 | 1,453 | 0.49% | 0.47% | 771 | +2 | 0.03% | Q1 2026 | Apr 29, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 6,791 | 1,451 | 0.06% | 0.06% | 772 | +670 | 10.95% | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 6,784 | 1,449 | 0.36% | 0.43% | 775 | +192 | 2.91% | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | Reduced | 6,782 | 1,449 | 0.2% | 0.19% | 774 | -113 | -1.64% | Q1 2026 | May 12, 2026 |
| American Financial Advisors, LLC | History | Added to | 6,782 | 1,449 | 0.19% | 0.18% | 773 | +6 | 0.09% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 6,774 | 1,447 | 0.09% | 0.08% | 776 | -56 | -0.82% | Q1 2026 | May 11, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 6,771 | 1,446 | 0.2% | 0.19% | 777 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Garde Capital, Inc. | History | No change | 6,771 | 1,446 | 0.09% | 0.08% | 778 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 6,721 | 1,436 | 0.02% | 0.02% | 779 | +366 | 5.76% | Q1 2026 | Apr 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 6,706 | 1,432 | 0.03% | 0.03% | 780 | +1,517 | 29.23% | Q1 2026 | May 15, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 6,117 | 1,430 | 0.63% | 0.62% | 781 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Added to | 6,351 | 1,428 | 0.05% | 0.05% | 782 | +4 | 0.06% | Q1 2026 | Apr 17, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 6,680 | 1,427 | 0.22% | 0.22% | 783 | -144 | -2.11% | Q1 2026 | Apr 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 6,664 | 1,423 | 0.09% | 0.09% | 784 | -2 | -0.03% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Reduced | 6,644 | 1,419 | 0.06% | 0.08% | 785 | -1,777 | -21.1% | Q1 2026 | May 08, 2026 |
| Bensler, LLC | History | Reduced | 6,646 | 1,419 | 0.15% | 0.16% | 786 | -1,133 | -14.56% | Q1 2026 | May 01, 2026 |
| Northstar Group, Inc. | History | Added to | 6,632 | 1,417 | 0.2% | 0.19% | 787 | +3 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 6,580 | 1,405 | 0.29% | 0.27% | 788 | +700 | 11.9% | Q1 2026 | Apr 30, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 6,575 | 1,404 | 0.04% | 0.08% | 789 | -7,379 | -52.88% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 6,569 | 1,403 | 0.04% | 0.04% | 790 | -10 | -0.15% | Q1 2026 | Apr 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 6,549 | 1,399 | 0.03% | 0.03% | 791 | -54 | -0.82% | Q1 2026 | May 01, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 6,517 | 1,392 | 0.02% | 0.02% | 792 | -110 | -1.66% | Q1 2026 | May 15, 2026 |
| HORAN Wealth, LLC | History | Added to | 6,606 | 1,389 | 0.13% | 0.11% | 793 | +3,303 | 100.0% | Q1 2026 | May 08, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 6,604 | 1,385 | 0.1% | 0.1% | 795 | -132 | -1.96% | Q1 2026 | May 05, 2026 |
| VeraBank, N.A. | History | No change | 6,485 | 1,385 | 0.25% | 0.25% | 794 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 6,480 | 1,384 | 0.24% | 0.23% | 796 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BAILARD, INC. | History | No change | 6,468 | 1,382 | 0.03% | 0.03% | 797 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 6,460 | 1,380 | 0.69% | 0.77% | 798 | -256 | -3.81% | Q1 2026 | May 14, 2026 |
| Tranquility Partners, LLC | History | Added to | 6,458 | 1,379 | 0.52% | 0.46% | 799 | +444 | 7.38% | Q1 2026 | Apr 20, 2026 |
| Verum Partners LLC | History | Reduced | 6,445 | 1,377 | 0.26% | 0.27% | 800 | -24 | -0.37% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 6,398 | 1,367 | 0.04% | 0.05% | 801 | -468 | -6.82% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 6,341 | 1,354 | 0.02% | — | 802 | +6,341 | New | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 6,313 | 1,348 | 0.03% | 0.02% | 803 | -198 | -3.04% | Q1 2026 | May 07, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 6,306 | 1,347 | 0.12% | 0.12% | 804 | +1 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Smead Capital Management, Inc. | History | Added to | 6,264 | 1,338 | 0.03% | 0.02% | 805 | +1,872 | 42.62% | Q1 2026 | May 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,245 | 1,334 | 0.53% | 0.54% | 806 | -77 | -1.22% | Q1 2026 | Apr 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 6,226 | 1,331 | 0.0% | 0.0% | 807 | +2,960 | 90.63% | Q1 2026 | May 15, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 6,227 | 1,330 | 0.51% | — | 808 | +6,227 | New | Q1 2026 | Apr 28, 2026 |
| High Probability Advisors, LLC | History | Reduced | 6,221 | 1,329 | 0.17% | 0.18% | 809 | -343 | -5.23% | Q1 2026 | Apr 10, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,265 | 1,317 | 0.1% | 0.1% | 810 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Texas Bank & Trust Co | History | No change | 6,168 | 1,317 | 0.49% | 0.47% | 811 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 6,128 | 1,309 | 0.2% | 0.18% | 812 | +177 | 2.97% | Q1 2026 | Apr 09, 2026 |
| Asempa Wealth Advisors | History | Reduced | 6,089 | 1,308 | 1.14% | 1.97% | 813 | -4,792 | -44.04% | Q1 2026 | Apr 08, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 6,107 | 1,304 | 0.27% | 0.28% | 814 | -55 | -0.89% | Q1 2026 | May 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 6,085 | 1,300 | 0.1% | 0.14% | 816 | -2,110 | -25.75% | Q1 2026 | Apr 27, 2026 |
| Certified Advisory Corp | History | Reduced | 6,086 | 1,300 | 0.12% | 0.12% | 815 | -121 | -1.95% | Q1 2026 | Apr 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 5,961 | 1,297 | 0.09% | 0.09% | 817 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 6,061 | 1,295 | 0.38% | 0.39% | 818 | +4 | 0.07% | Q1 2026 | Apr 22, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 6,051 | 1,292 | 0.18% | 0.19% | 819 | +23 | 0.38% | Q1 2026 | May 08, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 6,039 | 1,290 | 0.19% | 0.2% | 820 | +3 | 0.05% | Q1 2026 | May 11, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 6,030 | 1,288 | 0.41% | 0.42% | 821 | -350 | -5.49% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | Added to | 6,008 | 1,283 | 0.05% | 0.04% | 822 | +1,284 | 27.18% | Q1 2026 | Apr 28, 2026 |
| Trust Co of the South | History | No change | 6,000 | 1,282 | 0.21% | 0.2% | 823 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 5,987 | 1,279 | 0.11% | 0.11% | 824 | -263 | -4.21% | Q1 2026 | Apr 13, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 5,975 | 1,277 | 0.17% | 0.16% | 825 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 5,937 | 1,268 | 0.18% | 0.24% | 826 | -1,380 | -18.86% | Q1 2026 | Apr 30, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 5,912 | 1,263 | 0.07% | 0.06% | 827 | -45 | -0.76% | Q1 2026 | Apr 29, 2026 |
| WELCH & FORBES LLC | History | Reduced | 5,895 | 1,259 | 0.02% | 0.02% | 828 | -1,250 | -17.49% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,893 | 1,259 | 0.04% | 0.04% | 829 | -47 | -0.79% | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,864 | 1,252 | 0.05% | 0.05% | 830 | -281 | -4.57% | Q1 2026 | Apr 28, 2026 |
| Capital Advantage, Inc. | History | No change | 5,850 | 1,250 | 0.16% | 0.17% | 831 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 5,838 | 1,247 | 0.01% | 0.02% | 832 | -4,282 | -42.31% | Q1 2026 | Apr 27, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 5,818 | 1,243 | 0.09% | 0.09% | 833 | +39 | 0.67% | Q1 2026 | Apr 13, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 5,821 | 1,243 | 0.43% | 0.42% | 834 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Modern Wealth Management, LLC | History | New | 5,760 | 1,238 | 0.02% | — | 835 | +5,760 | New | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | No change | 5,786 | 1,236 | 0.02% | 0.02% | 836 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Reduced | 5,780 | 1,235 | 0.02% | 0.02% | 837 | -315 | -5.17% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 5,766 | 1,232 | 0.17% | 0.19% | 838 | -404 | -6.55% | Q1 2026 | Apr 22, 2026 |
| Proficio Capital Partners LLC | History | No change | 5,761 | 1,231 | 0.07% | 0.09% | 839 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| F/m Investments LLC | History | Added to | 5,720 | 1,222 | 0.08% | 0.04% | 842 | +261 | 4.78% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 5,720 | 1,222 | 0.15% | 0.14% | 841 | +21 | 0.37% | Q1 2026 | May 05, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 5,645 | 1,222 | 0.07% | 0.07% | 840 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,693 | 1,216 | 0.0% | 0.0% | 845 | -192 | -3.26% | Q1 2026 | May 08, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 5,696 | 1,216 | 0.14% | 0.13% | 843 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sendero Wealth Management, LLC | History | No change | 5,693 | 1,216 | 0.13% | 0.13% | 844 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 5,687 | 1,215 | 1.02% | 1.03% | 846 | +9 | 0.16% | Q1 2026 | Apr 17, 2026 |
| Walsh & Associates, LLC | History | Reduced | 5,684 | 1,214 | 1.2% | 1.22% | 847 | -214 | -3.63% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 5,668 | 1,211 | 0.0% | — | 849 | +5,668 | New | Q1 2026 | May 15, 2026 |
| Thomasville National Bank | History | No change | 5,761 | 1,211 | 0.08% | 0.08% | 848 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 5,653 | 1,207 | 1.14% | — | 850 | +5,653 | New | Q1 2026 | May 15, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 5,627 | 1,202 | 0.17% | 0.16% | 851 | -4 | -0.07% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 5,584 | 1,193 | 0.07% | 0.1% | 852 | -2,135 | -27.66% | Q1 2026 | Apr 29, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 5,572 | 1,190 | 0.3% | 0.33% | 853 | -477 | -7.89% | Q1 2026 | Apr 22, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 5,565 | 1,189 | 0.14% | 0.14% | 854 | +18 | 0.32% | Q1 2026 | May 14, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 5,554 | 1,186 | 0.33% | 0.26% | 855 | +950 | 20.63% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 5,549 | 1,185 | 0.09% | 0.09% | 856 | +5 | 0.09% | Q1 2026 | May 07, 2026 |
| Elyxium Wealth, LLC | History | Added to | 5,541 | 1,183 | 0.38% | 0.16% | 857 | +2,876 | 107.92% | Q1 2026 | May 06, 2026 |
| WESBANCO BANK INC | History | Reduced | 5,533 | 1,182 | 0.03% | 0.03% | 858 | -5 | -0.09% | Q1 2026 | Apr 21, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 5,483 | 1,171 | 0.07% | 0.07% | 859 | -240 | -4.19% | Q1 2026 | May 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 5,476 | 1,170 | 0.05% | 0.04% | 860 | +299 | 5.78% | Q1 2026 | May 04, 2026 |
| BCI SECURITIES, INC. | History | No change | 5,471 | 1,168 | 11.51% | 9.93% | 861 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CRA Financial Services, LLC | History | Added to | 5,464 | 1,167 | 0.15% | 0.15% | 862 | +164 | 3.09% | Q1 2026 | Apr 09, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 5,438 | 1,161 | 0.28% | 0.26% | 863 | -68 | -1.24% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 5,427 | 1,159 | 0.03% | 0.03% | 864 | -578 | -9.63% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 5,411 | 1,156 | 0.09% | 0.08% | 865 | +3,078 | 131.93% | Q1 2026 | Apr 28, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 5,404 | 1,154 | 0.06% | 0.06% | 866 | -94 | -1.71% | Q1 2026 | Apr 27, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 5,402 | 1,154 | 0.89% | 0.93% | 867 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 5,396 | 1,153 | 0.28% | 0.28% | 869 | -448 | -7.67% | Q1 2026 | Apr 20, 2026 |
| Vawter Financial, Ltd. | History | No change | 5,399 | 1,153 | 0.49% | 0.48% | 868 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 5,388 | 1,151 | 0.13% | 0.12% | 871 | +192 | 3.7% | Q1 2026 | May 04, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 4,905 | 1,151 | 0.07% | 0.07% | 870 | +73 | 1.51% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,385 | 1,150 | 0.03% | 0.03% | 872 | -939 | -14.85% | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 5,368 | 1,146 | 0.39% | 0.38% | 873 | -69 | -1.27% | Q1 2026 | Apr 03, 2026 |
| R.H. Investment Group, LLC | History | New | 5,162 | 1,145 | 0.88% | — | 874 | +5,162 | New | Q1 2026 | Apr 14, 2026 |
| Alteri Wealth LLC | History | Reduced | 5,355 | 1,144 | 0.37% | 0.38% | 876 | -184 | -3.32% | Q1 2026 | May 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 5,358 | 1,144 | 0.05% | 0.05% | 875 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 5,350 | 1,143 | 0.5% | 0.45% | 877 | +202 | 3.92% | Q1 2026 | May 05, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 5,339 | 1,140 | 0.27% | 0.29% | 878 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 5,325 | 1,137 | 0.42% | 0.4% | 879 | +4 | 0.08% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,313 | 1,135 | 0.06% | 0.06% | 881 | -173 | -3.15% | Q1 2026 | Apr 23, 2026 |
| Chesley Taft & Associates LLC | History | No change | 5,316 | 1,135 | 0.05% | 0.04% | 880 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ellevest, Inc. | History | Added to | 5,308 | 1,134 | 0.16% | 0.15% | 882 | +139 | 2.69% | Q1 2026 | May 11, 2026 |
| Lantz Financial LLC | History | Reduced | 5,307 | 1,133 | 0.23% | 0.35% | 883 | -2,652 | -33.32% | Q1 2026 | Apr 09, 2026 |
| Fortitude Family Office, LLC | History | No change | 5,300 | 1,132 | 0.25% | 0.26% | 884 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 5,269 | 1,125 | 0.51% | 0.46% | 885 | +603 | 12.92% | Q1 2026 | Apr 20, 2026 |
| YANKCOM Partnership | History | No change | 5,258 | 1,123 | 0.46% | 0.47% | 886 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PFG Investments, LLC | History | Reduced | 5,244 | 1,120 | 0.05% | 0.05% | 887 | -294 | -5.31% | Q1 2026 | Apr 27, 2026 |
| Investmark Advisory Group LLC | History | Added to | 5,230 | 1,117 | 0.48% | 0.47% | 888 | +11 | 0.21% | Q1 2026 | May 15, 2026 |
| JP Wealth Management, Inc. | History | No change | 5,216 | 1,114 | 0.76% | 0.78% | 889 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,213 | 1,113 | 0.02% | 0.01% | 890 | +2,443 | 88.19% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 5,200 | 1,111 | 0.02% | — | 892 | +5,200 | New | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Added to | 5,201 | 1,111 | 0.11% | 0.11% | 891 | +137 | 2.71% | Q1 2026 | May 04, 2026 |
| Vann Equity Management LLC | History | New | 5,196 | 1,110 | 0.79% | — | 893 | +5,196 | New | Q1 2026 | May 08, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 5,193 | 1,109 | 0.16% | 0.24% | 894 | -2,617 | -33.51% | Q1 2026 | May 13, 2026 |
| Sharkey, Howes & Javer | History | Added to | 5,190 | 1,108 | 0.15% | 0.14% | 895 | +7 | 0.14% | Q1 2026 | Apr 08, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 5,183 | 1,107 | 0.1% | 0.09% | 896 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Zhang Financial LLC | History | Added to | 5,161 | 1,102 | 0.04% | 0.03% | 897 | +918 | 21.64% | Q1 2026 | May 06, 2026 |
| Bonfire Financial | History | Added to | 5,156 | 1,101 | 0.83% | 0.81% | 898 | +20 | 0.39% | Q1 2026 | May 06, 2026 |
| BSW Wealth Partners | History | No change | 5,148 | 1,099 | 0.13% | 0.13% | 899 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 5,109 | 1,091 | 0.02% | 0.02% | 900 | -138 | -2.63% | Q1 2026 | Apr 17, 2026 |
| CITY HOLDING CO | History | Reduced | 5,106 | 1,090 | 0.14% | 0.13% | 901 | -89 | -1.71% | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,069 | 1,089 | 0.08% | 0.09% | 902 | -1,432 | -22.03% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 5,093 | 1,088 | 0.03% | 0.03% | 903 | +190 | 3.88% | Q1 2026 | May 04, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 5,056 | 1,080 | 0.59% | 0.64% | 904 | +20 | 0.4% | Q1 2026 | Apr 21, 2026 |
| S&CO INC | History | No change | 5,050 | 1,079 | 0.07% | 0.07% | 905 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 5,042 | 1,077 | 0.3% | 0.3% | 906 | +535 | 11.87% | Q1 2026 | Apr 09, 2026 |
| Virtue Capital Management, LLC | History | Added to | 5,114 | 1,070 | 0.16% | 0.11% | 907 | +1,700 | 49.79% | Q1 2026 | May 07, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 4,977 | 1,063 | 0.07% | 0.07% | 908 | +6 | 0.12% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,966 | 1,061 | 0.01% | 0.0% | 909 | +3,411 | 219.36% | Q1 2026 | May 14, 2026 |
| Hoese & Co LLP | History | No change | 4,963 | 1,060 | 0.79% | 0.74% | 910 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nvest Financial, LLC | History | Added to | 4,944 | 1,056 | 0.39% | 0.42% | 912 | +104 | 2.15% | Q1 2026 | Apr 28, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 4,947 | 1,056 | 0.14% | 0.13% | 911 | -96 | -1.9% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,927 | 1,052 | 0.05% | 0.05% | 914 | +252 | 5.39% | Q1 2026 | Apr 24, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 4,925 | 1,052 | 0.02% | 0.02% | 913 | -215 | -4.18% | Q1 2026 | Apr 30, 2026 |
| Sidoxia Capital Management, LLC | History | New | 4,921 | 1,051 | 0.91% | — | 915 | +4,921 | New | Q1 2026 | May 11, 2026 |
| Bison Wealth, LLC | History | Added to | 4,451 | 1,044 | 0.1% | 0.09% | 916 | +621 | 16.21% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Reduced | 4,863 | 1,039 | 0.06% | 0.06% | 917 | -40 | -0.82% | Q1 2026 | Apr 27, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,844 | 1,034 | 0.04% | — | 919 | +4,844 | New | Q1 2026 | May 14, 2026 |
| Wise Wealth Partners | History | Added to | 4,839 | 1,034 | 1.4% | 1.45% | 918 | +20 | 0.42% | Q1 2026 | Apr 21, 2026 |
| TSFG, LLC | History | Added to | 4,831 | 1,032 | 0.16% | 0.15% | 920 | +32 | 0.67% | Q1 2026 | Apr 27, 2026 |
| Park Place Capital Corp | History | Reduced | 4,806 | 1,026 | 0.21% | 0.43% | 921 | -5,030 | -51.14% | Q1 2026 | Apr 09, 2026 |
| Robinson Value Management, Ltd. | History | Added to | 4,779 | 1,021 | 0.57% | 0.52% | 922 | +192 | 4.19% | Q1 2026 | May 05, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 4,774 | 1,020 | 0.2% | 0.23% | 923 | -268 | -5.32% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 4,749 | 1,014 | 0.02% | 0.02% | 924 | +10 | 0.21% | Q1 2026 | May 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 4,727 | 1,010 | 0.28% | 0.27% | 925 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,725 | 1,009 | 0.11% | 0.14% | 926 | -1,153 | -19.62% | Q1 2026 | May 01, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 4,712 | 1,006 | 0.64% | 0.7% | 927 | -154 | -3.16% | Q1 2026 | May 11, 2026 |
| Aegis Wealth Management LLC | History | No change | 4,699 | 1,003 | 0.57% | 0.56% | 928 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 4,685 | 1,000 | 0.31% | 0.31% | 929 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 4,764 | 997 | 0.02% | 0.02% | 930 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ES4, LLC | History | Added to | 4,640 | 991 | 0.64% | 0.67% | 931 | +18 | 0.39% | Q1 2026 | Apr 29, 2026 |
| MBL Wealth, LLC | History | No change | 4,634 | 990 | 0.07% | 0.08% | 932 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Patten Group, Inc. | History | Reduced | 4,620 | 987 | 0.17% | 0.18% | 933 | -134 | -2.82% | Q1 2026 | Apr 24, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 4,605 | 983 | 0.02% | 0.01% | 934 | +791 | 20.74% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 4,597 | 982 | 0.02% | 0.01% | 935 | +2,058 | 81.06% | Q1 2026 | May 11, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 4,583 | 979 | 0.19% | 0.16% | 936 | +67 | 1.48% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 4,579 | 978 | 0.13% | 0.14% | 937 | -190 | -3.98% | Q1 2026 | Apr 28, 2026 |
| Accurate Wealth Management, LLC | History | No change | 4,387 | 973 | 0.12% | 0.12% | 938 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 4,552 | 972 | 0.08% | 0.06% | 941 | +744 | 19.54% | Q1 2026 | Apr 24, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 4,550 | 972 | 0.03% | 0.03% | 939 | -86 | -1.86% | Q1 2026 | Apr 28, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 4,542 | 972 | 0.23% | 0.22% | 940 | +15 | 0.33% | Q1 2026 | May 12, 2026 |
| MOR Wealth Management, LLC | History | No change | 4,550 | 972 | 0.45% | 0.44% | 942 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 4,535 | 968 | 0.76% | 0.73% | 943 | -130 | -2.79% | Q1 2026 | Apr 13, 2026 |
| First Bank & Trust | History | Reduced | 4,521 | 966 | 0.16% | 0.16% | 944 | -88 | -1.91% | Q1 2026 | Apr 10, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 4,508 | 963 | 0.01% | 0.01% | 945 | +193 | 4.47% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,165 | 963 | 0.08% | 0.08% | 946 | +132 | 3.27% | Q1 2026 | May 01, 2026 |
| Occidental Asset Management, LLC | History | No change | 4,504 | 962 | 0.11% | 0.11% | 947 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 4,500 | 961 | 0.09% | — | 948 | +4,500 | New | Q1 2026 | May 12, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 4,457 | 952 | 0.36% | 0.46% | 949 | -1,000 | -18.33% | Q1 2026 | May 14, 2026 |
| Coastline Trust Co | History | Reduced | 4,455 | 951 | 0.09% | 0.12% | 950 | -1,584 | -26.23% | Q1 2026 | Apr 03, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 4,448 | 950 | 0.02% | 0.02% | 951 | -312 | -6.55% | Q1 2026 | Apr 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 4,434 | 947 | 0.03% | 0.03% | 952 | -859 | -16.23% | Q1 2026 | Apr 23, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 4,421 | 944 | 0.19% | 0.18% | 953 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 4,396 | 939 | 0.27% | 0.27% | 954 | +3 | 0.07% | Q1 2026 | May 07, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 4,388 | 937 | 0.01% | 0.01% | 955 | -900 | -17.02% | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 4,383 | 936 | 0.09% | 0.09% | 956 | -20 | -0.45% | Q1 2026 | Apr 23, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 4,368 | 933 | 0.5% | 0.49% | 957 | +17 | 0.39% | Q1 2026 | Apr 20, 2026 |
| VANGUARD ADVISERS INC | History | New | 4,358 | 931 | 0.0% | — | 958 | +4,358 | New | Q1 2026 | May 08, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 4,333 | 925 | 0.24% | 0.22% | 959 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 4,302 | 919 | 0.61% | 0.63% | 960 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Trust | History | Reduced | 4,285 | 915 | 0.18% | 0.2% | 961 | -888 | -17.17% | Q1 2026 | Apr 14, 2026 |
| Veracity Capital LLC | History | Reduced | 4,286 | 915 | 0.33% | 0.27% | 962 | -53 | -1.22% | Q1 2026 | Apr 09, 2026 |
| Wedmont Private Capital | History | Added to | 4,126 | 915 | 0.03% | 0.03% | 963 | +2 | 0.05% | Q1 2026 | Apr 09, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 4,278 | 914 | 0.03% | 0.05% | 964 | -2,500 | -36.88% | Q1 2026 | May 07, 2026 |
| Embree Financial Group | History | Reduced | 4,264 | 911 | 0.11% | 0.11% | 965 | -67 | -1.55% | Q1 2026 | Apr 23, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 4,257 | 909 | 0.08% | 0.08% | 966 | -299 | -6.56% | Q1 2026 | May 06, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 4,248 | 907 | 0.52% | 0.53% | 967 | -149 | -3.39% | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,243 | 906 | 0.02% | 0.01% | 969 | +1,046 | 32.72% | Q1 2026 | Apr 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 4,244 | 906 | 0.15% | 0.16% | 968 | -92 | -2.12% | Q1 2026 | Apr 16, 2026 |
| Barnett & Company, Inc. | History | No change | 4,236 | 905 | 0.7% | 0.72% | 970 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LongView Wealth Management | History | Reduced | 4,025 | 904 | 0.23% | 0.21% | 971 | -60 | -1.47% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,198 | 897 | 0.04% | 0.04% | 972 | -71 | -1.66% | Q1 2026 | Apr 28, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 4,180 | 893 | 0.03% | 0.04% | 973 | -3,318 | -44.25% | Q1 2026 | May 18, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 4,165 | 889 | 0.05% | 0.05% | 975 | +101 | 2.49% | Q1 2026 | Apr 29, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 4,165 | 889 | 0.11% | 0.11% | 974 | -75 | -1.77% | Q1 2026 | May 14, 2026 |
| Partners in Financial Planning | History | Added to | 4,165 | 889 | 0.15% | 0.15% | 976 | +5 | 0.12% | Q1 2026 | May 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,160 | 888 | 0.02% | 0.02% | 977 | -348 | -7.72% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 4,150 | 886 | 0.06% | 0.06% | 978 | -646 | -13.47% | Q1 2026 | May 05, 2026 |
| Evergreen Advisors, LLC | History | No change | 4,128 | 882 | 0.21% | 0.21% | 979 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 4,121 | 880 | 0.56% | 0.54% | 980 | -287 | -6.51% | Q1 2026 | Apr 22, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 4,113 | 878 | 0.2% | 0.21% | 981 | -275 | -6.27% | Q1 2026 | May 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 4,098 | 875 | 0.47% | 0.41% | 982 | +554 | 15.63% | Q1 2026 | May 14, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 4,077 | 871 | 0.53% | 0.47% | 983 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| American Investment Services, Inc. | History | No change | 4,076 | 870 | 0.19% | 0.2% | 984 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 4,050 | 865 | 0.01% | 0.01% | 985 | -2 | -0.05% | Q1 2026 | May 05, 2026 |
| Ascent Advisors, LLC | History | New | 4,039 | 863 | 1.59% | — | 986 | +4,039 | New | Q1 2026 | Apr 29, 2026 |
| MRWM Advisors, LLC | History | Added to | 4,037 | 862 | 0.47% | 0.45% | 987 | +58 | 1.46% | Q1 2026 | Apr 20, 2026 |
| Independence Bank of Kentucky | History | Added to | 4,021 | 859 | 0.11% | 0.09% | 988 | +486 | 13.75% | Q1 2026 | Apr 30, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 4,019 | 858 | 0.12% | 0.12% | 989 | -31 | -0.77% | Q1 2026 | Apr 27, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 4,008 | 856 | 0.18% | 0.18% | 990 | -196 | -4.66% | Q1 2026 | Apr 15, 2026 |
| Lutz Financial Services LLC | History | Reduced | 4,010 | 856 | 0.06% | 0.06% | 991 | -161 | -3.86% | Q1 2026 | May 04, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 4,003 | 855 | 0.26% | 0.26% | 992 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 4,000 | 854 | 0.04% | 0.14% | 993 | -11,418 | -74.06% | Q1 2026 | May 08, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 3,998 | 854 | 0.17% | 0.18% | 995 | -19 | -0.47% | Q1 2026 | May 15, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 4,000 | 854 | 0.46% | 0.41% | 994 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bell Bank | History | Added to | 3,985 | 851 | 0.04% | 0.03% | 996 | +661 | 19.89% | Q1 2026 | Apr 23, 2026 |
| Rice Partnership, LLC | History | Reduced | 3,963 | 846 | 0.12% | 0.11% | 997 | -65 | -1.61% | Q1 2026 | May 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 3,958 | 845 | 0.09% | 0.09% | 998 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FinArc Investments, Inc. | History | New | 3,954 | 844 | 0.81% | — | 999 | +3,954 | New | Q1 2026 | May 20, 2026 |
| Brown Financial Advisory | History | Reduced | 3,949 | 843 | 0.42% | 0.42% | 1000 | -21 | -0.53% | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | Reduced | 3,941 | 842 | 0.09% | 0.1% | 1001 | -7 | -0.18% | Q1 2026 | Apr 29, 2026 |
| Curran Financial Partners, LLC | History | Added to | 3,930 | 839 | 0.15% | 0.16% | 1002 | +2 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 3,902 | 833 | 0.07% | 0.46% | 1003 | -32,758 | -89.36% | Q1 2026 | May 14, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 3,867 | 826 | 0.27% | 0.26% | 1004 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 3,863 | 825 | 0.05% | 0.04% | 1005 | +418 | 12.13% | Q1 2026 | Apr 30, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 3,865 | 825 | 0.71% | 0.68% | 1006 | +14 | 0.36% | Q1 2026 | Apr 30, 2026 |
| Continuum Advisory, LLC | History | Reduced | 3,848 | 822 | 0.08% | 0.08% | 1007 | -9 | -0.23% | Q1 2026 | Apr 22, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 3,843 | 821 | 0.43% | 0.44% | 1008 | -124 | -3.13% | Q1 2026 | Apr 21, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 3,842 | 820 | 0.16% | 0.17% | 1010 | -102 | -2.59% | Q1 2026 | Apr 20, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 3,839 | 820 | 0.47% | 0.45% | 1009 | +15 | 0.39% | Q1 2026 | May 13, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 3,830 | 818 | 0.32% | 0.33% | 1011 | -410 | -9.67% | Q1 2026 | Apr 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,827 | 817 | 0.69% | 0.68% | 1012 | +58 | 1.54% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,802 | 812 | 0.04% | 0.05% | 1013 | -306 | -7.45% | Q1 2026 | Apr 17, 2026 |
| Sunpointe, LLC | History | No change | 3,802 | 812 | 0.27% | 0.26% | 1014 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Emprise Bank | History | No change | 3,801 | 812 | 0.33% | 0.33% | 1015 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Michels Family Financial, LLC | History | Reduced | 3,793 | 810 | 0.58% | 0.59% | 1016 | -22 | -0.58% | Q1 2026 | Apr 24, 2026 |
| Cadence Bank | History | No change | 3,848 | 809 | 0.05% | 0.05% | 1017 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GLR Partners, LLC | History | New | 3,785 | 808 | 0.44% | — | 1018 | +3,785 | New | Q1 2026 | May 13, 2026 |
| Roxbury Financial LLC | History | Reduced | 3,774 | 806 | 0.72% | 0.72% | 1019 | -30 | -0.79% | Q1 2026 | Apr 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 3,759 | 803 | 0.17% | 0.19% | 1020 | -529 | -12.34% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,760 | 803 | 0.1% | 0.1% | 1021 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Balboa Wealth Partners | History | Reduced | 3,734 | 797 | 0.13% | 0.14% | 1022 | -279 | -6.95% | Q1 2026 | Apr 16, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 3,726 | 796 | 0.09% | 0.09% | 1023 | +61 | 1.66% | Q1 2026 | Apr 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 3,699 | 790 | 0.21% | 0.13% | 1024 | +956 | 34.85% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 3,696 | 789 | 0.02% | 0.02% | 1025 | +1,278 | 52.85% | Q1 2026 | Apr 29, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 3,683 | 786 | 0.29% | 0.29% | 1026 | -43 | -1.15% | Q1 2026 | Apr 22, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 3,658 | 781 | 0.1% | 0.1% | 1028 | -113 | -3.0% | Q1 2026 | Apr 16, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 3,658 | 781 | 0.07% | 0.07% | 1027 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| MWA Asset Management | History | Reduced | 3,650 | 780 | 0.43% | 0.44% | 1029 | -72 | -1.93% | Q1 2026 | May 13, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 3,647 | 779 | 0.18% | 0.99% | 1030 | -17,412 | -82.68% | Q1 2026 | May 13, 2026 |
| Activest Wealth Management | History | No change | 3,642 | 778 | 0.14% | 0.14% | 1031 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 3,631 | 775 | 0.05% | 0.05% | 1032 | -456 | -11.16% | Q1 2026 | May 05, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 3,619 | 773 | 0.07% | 0.05% | 1034 | +1,156 | 46.93% | Q1 2026 | Apr 07, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 3,622 | 773 | 0.21% | 0.23% | 1033 | -123 | -3.28% | Q1 2026 | Apr 27, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 3,617 | 773 | 0.27% | 0.26% | 1035 | +11 | 0.31% | Q1 2026 | Apr 08, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 3,615 | 772 | 0.73% | — | 1036 | +3,615 | New | Q1 2026 | May 14, 2026 |
| First County Bank /CT/ | History | Reduced | 3,606 | 770 | 0.41% | 0.42% | 1038 | -171 | -4.53% | Q1 2026 | Apr 03, 2026 |
| HANOVER ADVISORS INC | History | No change | 3,604 | 770 | 0.31% | 0.29% | 1037 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 3,584 | 765 | 0.09% | 0.09% | 1039 | -160 | -4.27% | Q1 2026 | Apr 24, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Added to | 3,572 | 763 | 0.24% | 0.24% | 1040 | +7 | 0.2% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 3,567 | 762 | 0.06% | 0.05% | 1041 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| XY Planning Network, Inc. | History | New | 3,544 | 761 | 0.12% | — | 1044 | +3,544 | New | Q1 2026 | Apr 14, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 3,563 | 761 | 0.17% | 0.17% | 1042 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Empire Financial Management Company, LLC | History | No change | 3,562 | 761 | 0.17% | 0.16% | 1043 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | No change | 3,559 | 760 | 0.1% | 0.1% | 1045 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GM Advisory Group, LLC | History | Reduced | 3,555 | 759 | 0.03% | 0.03% | 1046 | -56 | -1.55% | Q1 2026 | Apr 28, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 3,552 | 758 | 0.25% | 0.28% | 1050 | -343 | -8.81% | Q1 2026 | May 08, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 3,548 | 758 | 0.17% | 0.18% | 1048 | -242 | -6.39% | Q1 2026 | Apr 02, 2026 |
| Stanich Group LLC | History | Added to | 3,548 | 758 | 0.58% | 0.56% | 1049 | +6 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 3,550 | 758 | 0.13% | 0.13% | 1047 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Texas Yale Capital Corp. | History | No change | 3,540 | 756 | 0.02% | 0.02% | 1051 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Guidance Group, Inc. | History | No change | 3,542 | 756 | 0.3% | 0.3% | 1052 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 3,522 | 752 | 0.3% | 0.29% | 1053 | -81 | -2.25% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 3,519 | 751 | 0.02% | 0.02% | 1054 | -800 | -18.52% | Q1 2026 | Apr 13, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 3,508 | 749 | 0.14% | 0.15% | 1055 | -2 | -0.06% | Q1 2026 | Apr 30, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 3,539 | 744 | 0.07% | 0.07% | 1056 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | New | 3,464 | 740 | 0.22% | — | 1058 | +3,464 | New | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | Added to | 3,467 | 740 | 0.03% | 0.02% | 1057 | +1,541 | 80.01% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 3,457 | 738 | 0.03% | 0.04% | 1060 | +1,775 | 105.53% | Q1 2026 | May 15, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 3,455 | 738 | 0.14% | 0.15% | 1059 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Auxano Advisors, LLC | History | No change | 3,442 | 735 | 0.15% | 0.14% | 1061 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 3,435 | 733 | 0.18% | 0.18% | 1062 | -72 | -2.05% | Q1 2026 | May 01, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 3,416 | 729 | 0.65% | 0.72% | 1064 | -423 | -11.02% | Q1 2026 | Apr 29, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 3,413 | 729 | 0.09% | 0.08% | 1063 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 3,403 | 727 | 0.04% | 0.04% | 1065 | -6 | -0.18% | Q1 2026 | May 13, 2026 |
| Leo Wealth, LLC | History | Reduced | 3,398 | 726 | 0.05% | 0.05% | 1066 | -76 | -2.19% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,394 | 725 | 0.05% | 0.05% | 1067 | +435 | 14.7% | Q1 2026 | Apr 17, 2026 |
| Cascade Financial Partners, LLC | History | No change | 3,397 | 725 | 0.07% | 0.07% | 1068 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Westmount Partners, LLC | History | No change | 3,388 | 723 | 0.18% | 0.18% | 1069 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Stonebrook Private Inc. | History | Reduced | 3,382 | 722 | 0.15% | 0.15% | 1070 | -54 | -1.57% | Q1 2026 | May 11, 2026 |
| Glassman Wealth Services | History | Added to | 3,376 | 721 | 0.1% | 0.09% | 1071 | +219 | 6.94% | Q1 2026 | May 04, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 3,366 | 719 | 0.09% | 0.09% | 1073 | +108 | 3.31% | Q1 2026 | May 06, 2026 |
| Miller Investment Management, LP | History | No change | 3,368 | 719 | 0.07% | 0.07% | 1072 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BankPlus Trust Department | History | No change | 3,363 | 718 | 0.19% | 0.18% | 1074 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 3,345 | 714 | 0.22% | 0.21% | 1075 | +143 | 4.47% | Q1 2026 | May 01, 2026 |
| Peck Wealth Management, LLC | History | No change | 3,336 | 712 | 0.71% | 0.66% | 1076 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 3,332 | 711 | 0.1% | 0.1% | 1077 | +4 | 0.12% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,323 | 710 | 0.05% | 0.05% | 1078 | +93 | 2.88% | Q1 2026 | May 05, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 3,311 | 707 | 0.05% | 0.02% | 1079 | +1,995 | 151.6% | Q1 2026 | May 05, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 3,301 | 705 | 0.03% | 0.03% | 1080 | +254 | 8.34% | Q1 2026 | May 14, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 3,297 | 704 | 0.03% | 0.03% | 1081 | +11 | 0.33% | Q1 2026 | May 12, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 3,293 | 703 | 0.52% | 0.52% | 1082 | +13 | 0.4% | Q1 2026 | Apr 20, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 3,281 | 701 | 0.63% | 0.52% | 1083 | +1,615 | 96.94% | Q1 2026 | May 11, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 3,278 | 700 | 0.4% | 0.4% | 1084 | +3 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 3,876 | 694 | 0.47% | — | 1085 | +3,876 | New | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,306 | 692 | 0.04% | 0.07% | 1086 | -3,678 | -52.66% | Q1 2026 | Apr 24, 2026 |
| Retirement Planning Group, LLC | History | Added to | 3,239 | 692 | 0.02% | 0.02% | 1087 | +460 | 16.55% | Q1 2026 | May 04, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 3,234 | 691 | 0.1% | 0.1% | 1088 | -22 | -0.68% | Q1 2026 | Apr 20, 2026 |
| Front Row Advisors LLC | History | Added to | 3,228 | 689 | 0.23% | 0.19% | 1089 | +533 | 19.78% | Q1 2026 | May 19, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 3,043 | 689 | 0.22% | 0.22% | 1090 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DAVIS R M INC | History | Added to | 3,211 | 686 | 0.01% | 0.01% | 1091 | +100 | 3.21% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 3,200 | 684 | 0.02% | 0.01% | 1092 | +1,912 | 148.45% | Q1 2026 | May 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 3,199 | 683 | 0.17% | 0.17% | 1093 | -11 | -0.34% | Q1 2026 | Apr 09, 2026 |
| Tudor Financial Inc. | History | No change | 3,199 | 683 | 0.35% | 0.34% | 1094 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 3,188 | 681 | 0.12% | 0.13% | 1095 | -147 | -4.41% | Q1 2026 | May 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 3,178 | 679 | 0.23% | 0.26% | 1096 | -362 | -10.23% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | Added to | 3,143 | 673 | 0.01% | 0.01% | 1097 | +1,482 | 89.22% | Q1 2026 | May 15, 2026 |
| Wealth Science Advisors LLC | History | No change | 3,197 | 672 | 0.38% | 0.39% | 1098 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 3,144 | 671 | 0.05% | 0.06% | 1099 | -1,248 | -28.42% | Q1 2026 | May 07, 2026 |
| Performance Wealth Partners, LLC | History | No change | 3,141 | 671 | 0.02% | 0.02% | 1100 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3,136 | 670 | 0.15% | 0.16% | 1101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 3,133 | 669 | 0.27% | 0.29% | 1102 | -178 | -5.38% | Q1 2026 | May 08, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 3,126 | 667 | 0.19% | 0.33% | 1103 | -2,191 | -41.21% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 3,110 | 664 | 0.01% | 0.01% | 1104 | +1,230 | 65.43% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 3,105 | 663 | 0.15% | 0.24% | 1107 | -1,312 | -29.7% | Q1 2026 | Apr 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 3,106 | 663 | 0.23% | 0.22% | 1106 | +12 | 0.39% | Q1 2026 | Apr 20, 2026 |
| ROCKLAND TRUST CO | History | No change | 3,104 | 663 | 0.03% | 0.03% | 1105 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 3,105 | 663 | 0.45% | 0.45% | 1108 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WBH ADVISORY INC | History | Reduced | 3,083 | 662 | 0.05% | 0.05% | 1109 | -151 | -4.67% | Q1 2026 | Apr 27, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 3,096 | 661 | 0.31% | 0.31% | 1110 | -361 | -10.44% | Q1 2026 | May 14, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 3,098 | 661 | 0.09% | 0.1% | 1111 | -100 | -3.13% | Q1 2026 | Apr 28, 2026 |
| Financial Insights, Inc. | History | Reduced | 3,078 | 657 | 0.21% | 0.23% | 1112 | -213 | -6.47% | Q1 2026 | May 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 3,069 | 655 | 0.02% | 0.12% | 1113 | -13,223 | -81.16% | Q1 2026 | May 11, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 3,054 | 652 | 0.15% | 0.15% | 1114 | -82 | -2.61% | Q1 2026 | Apr 21, 2026 |
| GGM Financial LLC | History | Added to | 3,033 | 648 | 0.3% | 0.3% | 1115 | +67 | 2.26% | Q1 2026 | May 11, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 3,029 | 647 | 0.04% | 0.07% | 1117 | -2,200 | -42.07% | Q1 2026 | Apr 22, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 3,029 | 647 | 0.16% | 0.16% | 1116 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 3,024 | 646 | 0.03% | 0.03% | 1118 | -193 | -6.0% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,013 | 643 | 0.07% | 0.08% | 1119 | -758 | -20.1% | Q1 2026 | Apr 15, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 3,005 | 642 | 0.01% | 0.01% | 1120 | +41 | 1.38% | Q1 2026 | Apr 07, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 2,992 | 639 | 0.04% | 0.04% | 1121 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lunt Capital Management, Inc. | History | No change | 2,994 | 639 | 0.25% | 0.24% | 1122 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | New | 2,972 | 635 | 0.14% | — | 1123 | +2,972 | New | Q1 2026 | Apr 30, 2026 |
| FARMERS TRUST CO | History | No change | 2,970 | 634 | 0.1% | 0.1% | 1124 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Platform Technology Partners | History | Added to | 2,963 | 633 | 0.12% | 0.1% | 1127 | +729 | 32.63% | Q1 2026 | Apr 27, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 2,964 | 633 | 0.0% | 0.0% | 1128 | -293 | -9.0% | Q1 2026 | May 14, 2026 |
| Essex Bank | History | Added to | 2,967 | 633 | 0.14% | 0.13% | 1126 | +17 | 0.58% | Q1 2026 | Apr 17, 2026 |
| Obermeyer Wealth Partners | History | No change | 2,966 | 633 | 0.03% | 0.03% | 1125 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 2,959 | 632 | 0.34% | 0.34% | 1129 | +10 | 0.34% | Q1 2026 | Apr 24, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 2,945 | 629 | 0.07% | 0.45% | 1130 | -17,850 | -85.84% | Q1 2026 | May 07, 2026 |
| Snider Financial Group | History | Reduced | 2,936 | 627 | 0.19% | 0.23% | 1131 | -1,235 | -29.61% | Q1 2026 | Apr 15, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 2,916 | 623 | 0.14% | 0.14% | 1132 | +10 | 0.34% | Q1 2026 | May 06, 2026 |
| Oxler Private Wealth LLC | History | Added to | 2,907 | 621 | 0.19% | 0.18% | 1133 | +8 | 0.28% | Q1 2026 | Apr 28, 2026 |
| SPINNAKER TRUST | History | No change | 2,879 | 615 | 0.03% | 0.03% | 1134 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New Republic Capital, LLC | History | Reduced | 2,864 | 611 | 0.21% | 0.27% | 1136 | -1,997 | -41.08% | Q1 2026 | May 01, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 2,862 | 611 | 0.04% | 0.06% | 1135 | -744 | -20.63% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,858 | 610 | 0.08% | 0.08% | 1137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DSG Capital Advisors, LLC | History | No change | 2,854 | 609 | 0.1% | 0.1% | 1138 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Burton Enright Welch | History | Added to | 2,848 | 608 | 0.08% | 0.08% | 1139 | +47 | 1.68% | Q1 2026 | May 01, 2026 |
| WealthPlan Investment Management, LLC | History | New | 2,842 | 607 | 0.03% | — | 1141 | +2,842 | New | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Added to | 2,843 | 607 | 0.03% | 0.03% | 1140 | +3 | 0.11% | Q1 2026 | May 05, 2026 |
| Gallacher Capital Management LLC | History | Added to | 2,839 | 606 | 0.23% | 0.2% | 1142 | +412 | 16.98% | Q1 2026 | May 05, 2026 |
| Peak Wealth Management LLC | History | Reduced | 2,837 | 606 | 0.5% | 0.5% | 1143 | -2 | -0.07% | Q1 2026 | Apr 14, 2026 |
| Warner Group LLC | History | Reduced | 2,827 | 604 | 0.39% | 0.39% | 1146 | -177 | -5.89% | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,876 | 604 | 0.03% | 0.03% | 1144 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ignite Planners, LLC | History | No change | 2,830 | 604 | 0.09% | 0.1% | 1145 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 2,824 | 603 | 0.0% | 0.01% | 1147 | -26,577 | -90.39% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,820 | 603 | 0.03% | 0.02% | 1148 | +511 | 22.13% | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 2,819 | 602 | 0.15% | 0.15% | 1149 | -116 | -3.95% | Q1 2026 | Apr 17, 2026 |
| Mirador Capital Partners LP | History | Added to | 2,820 | 602 | 0.09% | 0.08% | 1150 | +10 | 0.36% | Q1 2026 | Apr 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 2,810 | 600 | 0.02% | 0.02% | 1151 | +250 | 9.77% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 2,796 | 597 | 0.02% | 0.02% | 1152 | +64 | 2.34% | Q1 2026 | Apr 13, 2026 |
| FIDELITY D & D BANCORP INC | History | Reduced | 2,790 | 596 | 0.24% | 0.28% | 1153 | -323 | -10.38% | Q1 2026 | Apr 30, 2026 |
| Pandora Wealth, Inc. | History | No change | 2,831 | 595 | 0.36% | 0.36% | 1154 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 2,629 | 593 | 0.04% | 0.04% | 1155 | -32 | -1.2% | Q1 2026 | Apr 22, 2026 |
| PLANNING DIRECTIONS INC | History | New | 2,756 | 588 | 0.3% | — | 1156 | +2,756 | New | Q1 2026 | Apr 15, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 2,750 | 587 | 0.22% | 0.21% | 1157 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 2,744 | 586 | 0.06% | 0.06% | 1158 | +2 | 0.07% | Q1 2026 | May 12, 2026 |
| Alpine Bank Wealth Management | History | No change | 2,745 | 586 | 0.09% | 0.08% | 1159 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 2,730 | 583 | 0.03% | 0.02% | 1161 | +812 | 42.34% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 2,731 | 583 | 0.03% | 0.04% | 1162 | -18 | -0.65% | Q1 2026 | May 13, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 2,729 | 583 | 0.11% | 0.1% | 1160 | +2 | 0.07% | Q1 2026 | May 06, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 2,711 | 579 | 0.02% | 0.03% | 1164 | -1,325 | -32.83% | Q1 2026 | May 14, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 2,714 | 579 | 0.88% | 0.87% | 1165 | -73 | -2.62% | Q1 2026 | Apr 30, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 2,713 | 579 | 0.39% | 0.39% | 1163 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Carnegie Investment Counsel | History | Reduced | 2,708 | 578 | 0.01% | 0.01% | 1166 | -851 | -23.91% | Q1 2026 | May 01, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 2,708 | 578 | 0.24% | 0.2% | 1167 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TCFG Investment Advisors, LLC | History | New | 2,688 | 577 | 0.22% | — | 1170 | +2,688 | New | Q1 2026 | May 05, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 2,704 | 577 | 0.11% | 0.11% | 1169 | +1,357 | 100.74% | Q1 2026 | Apr 29, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 2,688 | 577 | 0.22% | 0.2% | 1168 | +280 | 11.63% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 2,675 | 571 | 0.03% | 0.04% | 1171 | -52 | -1.91% | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 2,673 | 571 | 0.1% | 0.09% | 1172 | +52 | 1.98% | Q1 2026 | Apr 17, 2026 |
| APS Management Group, Inc. | History | No change | 2,677 | 571 | 0.49% | 0.48% | 1173 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hamilton Capital, LLC | History | No change | 2,670 | 570 | 0.03% | 0.03% | 1174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 2,659 | 568 | 0.03% | 0.03% | 1175 | +341 | 14.71% | Q1 2026 | Apr 15, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 2,659 | 568 | 0.25% | 0.24% | 1177 | +10 | 0.38% | Q1 2026 | May 11, 2026 |
| MOTCO | History | No change | 2,662 | 568 | 0.05% | 0.05% | 1176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stablepoint Partners, LLC | History | Added to | 2,656 | 567 | 0.08% | 0.08% | 1179 | +183 | 7.4% | Q1 2026 | Apr 30, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 2,655 | 567 | 0.04% | 0.04% | 1178 | -150 | -5.35% | Q1 2026 | Apr 27, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 2,647 | 565 | 0.49% | — | 1181 | +2,647 | New | Q1 2026 | Apr 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 2,649 | 565 | 0.09% | 0.09% | 1180 | +20 | 0.76% | Q1 2026 | May 06, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 2,643 | 564 | 2.03% | 0.74% | 1182 | +284 | 12.04% | Q1 2026 | Apr 21, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 2,639 | 563 | 0.09% | 0.11% | 1183 | -477 | -15.31% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | No change | 2,633 | 562 | 0.03% | 0.03% | 1184 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 2,506 | 561 | 0.03% | 0.03% | 1185 | +415 | 19.85% | Q1 2026 | Apr 20, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 2,621 | 560 | 0.22% | 0.22% | 1186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 2,618 | 559 | 0.2% | 0.19% | 1187 | +6 | 0.23% | Q1 2026 | May 06, 2026 |
| TigerOak Management, L.L.C. | History | No change | 2,617 | 559 | 0.18% | 0.17% | 1188 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 2,614 | 558 | 0.02% | 0.02% | 1190 | +92 | 3.65% | Q1 2026 | May 14, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Added to | 2,616 | 558 | 0.33% | 0.35% | 1189 | +53 | 2.07% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 2,607 | 557 | 0.14% | 0.04% | 1193 | +1,860 | 249.0% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 2,608 | 557 | 0.0% | 0.0% | 1191 | -436 | -14.32% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,608 | 557 | 0.02% | 0.02% | 1192 | -92 | -3.41% | Q1 2026 | Apr 07, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 2,600 | 555 | 0.17% | 0.17% | 1194 | +268 | 11.49% | Q1 2026 | Apr 21, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 2,591 | 553 | 0.09% | 0.09% | 1195 | -98 | -3.64% | Q1 2026 | May 04, 2026 |
| Global View Capital Management LLC | History | New | 2,587 | 552 | 0.15% | — | 1196 | +2,587 | New | Q1 2026 | May 04, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 2,572 | 549 | 0.07% | — | 1199 | +2,572 | New | Q1 2026 | May 11, 2026 |
| JSF Financial, LLC | History | Reduced | 2,573 | 549 | 0.11% | 0.13% | 1198 | -371 | -12.6% | Q1 2026 | May 07, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 2,573 | 549 | 0.08% | 0.08% | 1197 | -138 | -5.09% | Q1 2026 | May 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 2,566 | 548 | 0.02% | 0.02% | 1200 | -647 | -20.14% | Q1 2026 | Apr 27, 2026 |
| MAIRS & POWER INC | History | Added to | 2,562 | 547 | 0.01% | 0.0% | 1201 | +600 | 30.58% | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | Reduced | 2,561 | 547 | 0.13% | 0.13% | 1202 | -1 | -0.04% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,560 | 546 | 0.03% | 0.03% | 1203 | +635 | 32.99% | Q1 2026 | Apr 27, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 2,556 | 546 | 0.62% | 0.59% | 1204 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 2,549 | 544 | 0.43% | — | 1206 | +2,549 | New | Q1 2026 | May 07, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 2,547 | 544 | 0.08% | 0.08% | 1205 | +20 | 0.79% | Q1 2026 | May 06, 2026 |
| Cedarwood Wealth LLC | History | Added to | 2,538 | 542 | 0.55% | 0.62% | 1207 | +7 | 0.28% | Q1 2026 | May 05, 2026 |
| Members Trust Co | History | No change | 2,534 | 541 | 0.02% | 0.02% | 1208 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | No change | 2,526 | 539 | 0.11% | 0.12% | 1209 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cypress Capital, LLC | History | No change | 2,520 | 538 | 0.15% | 0.15% | 1210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NCM Capital Management, LLC | History | Reduced | 2,509 | 536 | 0.19% | 0.22% | 1212 | -339 | -11.9% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 2,513 | 536 | 0.12% | 0.12% | 1211 | +34 | 1.37% | Q1 2026 | Apr 17, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,504 | 535 | 0.1% | 0.08% | 1214 | +5 | 0.2% | Q1 2026 | May 11, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 2,506 | 535 | 0.25% | 0.25% | 1215 | +1 | 0.04% | Q1 2026 | Apr 15, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 2,506 | 535 | 0.04% | 0.04% | 1213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 2,496 | 533 | 0.18% | 0.22% | 1216 | -286 | -10.28% | Q1 2026 | May 13, 2026 |
| Portland Global Advisors LLC | History | Reduced | 2,490 | 532 | 0.06% | 0.06% | 1217 | -111 | -4.27% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,489 | 531 | 0.04% | 0.04% | 1218 | +502 | 25.26% | Q1 2026 | May 19, 2026 |
| Summit Wealth Partners, LLC | History | New | 2,479 | 529 | 0.08% | — | 1219 | +2,479 | New | Q1 2026 | Apr 17, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 2,473 | 528 | 0.05% | 0.05% | 1221 | -480 | -16.25% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,473 | 528 | 0.02% | 0.02% | 1220 | +96 | 4.04% | Q1 2026 | May 08, 2026 |
| Atala Financial Inc | History | No change | 2,424 | 521 | 0.35% | 0.32% | 1222 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EdgeRock Capital LLC | History | Added to | 2,418 | 516 | 0.14% | 0.08% | 1223 | +909 | 60.24% | Q1 2026 | Apr 16, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 2,403 | 513 | 0.04% | 0.04% | 1224 | -192 | -7.4% | Q1 2026 | Apr 10, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 2,405 | 513 | 0.29% | 0.29% | 1225 | -51 | -2.08% | Q1 2026 | Apr 08, 2026 |
| Invesco Ltd. | History | Reduced | 2,399 | 512 | 0.0% | 0.0% | 1226 | -3,106 | -56.42% | Q1 2026 | May 12, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 2,370 | 506 | 0.06% | 0.06% | 1228 | -98 | -3.97% | Q1 2026 | Apr 07, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 2,372 | 506 | 0.18% | 0.17% | 1227 | +19 | 0.81% | Q1 2026 | Apr 17, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 2,361 | 504 | 0.08% | 0.08% | 1230 | -40 | -1.67% | Q1 2026 | Apr 29, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 2,359 | 504 | 0.08% | 0.08% | 1231 | +2 | 0.08% | Q1 2026 | May 07, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,360 | 504 | 0.08% | 0.08% | 1229 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oder Investment Management, LLC | History | Added to | 2,353 | 502 | 0.39% | 0.36% | 1232 | +1 | 0.04% | Q1 2026 | May 05, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 2,346 | 501 | 0.07% | — | 1233 | +2,346 | New | Q1 2026 | Apr 27, 2026 |
| Black Diamond Financial, LLC | History | New | 2,340 | 499 | 0.05% | — | 1235 | +2,340 | New | Q1 2026 | May 05, 2026 |
| Palisade Asset Management, LLC | History | Added to | 2,337 | 499 | 0.05% | 0.05% | 1234 | +1 | 0.04% | Q1 2026 | Apr 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 2,333 | 498 | 0.05% | 0.05% | 1236 | -137 | -5.55% | Q1 2026 | Apr 27, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 2,327 | 497 | 0.12% | 0.12% | 1237 | -190 | -7.55% | Q1 2026 | Apr 16, 2026 |
| HT Partners LLC | History | No change | 2,322 | 496 | 0.15% | 0.15% | 1238 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 2,321 | 495 | 0.09% | 0.09% | 1239 | -5 | -0.21% | Q1 2026 | May 12, 2026 |
| Horizon Investment Services, LLC | History | Added to | 2,308 | 493 | 0.17% | 0.14% | 1240 | +406 | 21.35% | Q1 2026 | May 15, 2026 |
| Aufman Associates Inc | History | No change | 2,310 | 493 | 0.24% | 0.25% | 1241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fusion Capital, LLC | History | Added to | 2,305 | 492 | 0.13% | 0.13% | 1242 | +25 | 1.1% | Q1 2026 | May 13, 2026 |
| Hamlin Capital Management, LLC | History | Reduced | 2,299 | 491 | 0.01% | 0.04% | 1243 | -5,676 | -71.17% | Q1 2026 | Apr 14, 2026 |
| One Day In July LLC | History | Reduced | 2,292 | 489 | 0.04% | 0.04% | 1244 | -67 | -2.84% | Q1 2026 | May 05, 2026 |
| High Falls Advisors, Inc | History | No change | 2,321 | 488 | 0.1% | 0.1% | 1245 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Clayton Financial Group LLC | History | Added to | 2,275 | 486 | 0.25% | 0.24% | 1246 | +4 | 0.18% | Q1 2026 | Apr 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 2,270 | 485 | 0.06% | 0.06% | 1248 | +8 | 0.35% | Q1 2026 | Apr 13, 2026 |
| Heritage Financial Services, LLC | History | No change | 2,306 | 485 | 0.04% | 0.04% | 1247 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 2,268 | 484 | 0.04% | 0.04% | 1249 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 2,263 | 483 | 0.02% | 0.03% | 1250 | -1,392 | -38.08% | Q1 2026 | Apr 20, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 2,299 | 483 | 0.51% | 0.51% | 1251 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Tortoise Investment Management, LLC | History | No change | 2,251 | 480 | 0.04% | 0.04% | 1252 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 2,246 | 479 | 0.09% | 0.09% | 1253 | -115 | -4.87% | Q1 2026 | Apr 09, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 2,240 | 478 | 0.09% | 0.08% | 1254 | +2 | 0.09% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | No change | 2,235 | 477 | 0.07% | 0.07% | 1255 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,229 | 476 | 0.02% | 0.03% | 1256 | -968 | -30.28% | Q1 2026 | Apr 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,221 | 474 | 0.02% | 0.02% | 1257 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 2,216 | 473 | 0.06% | 0.06% | 1259 | -7 | -0.31% | Q1 2026 | Apr 16, 2026 |
| WRAPMANAGER INC | History | No change | 2,218 | 473 | 0.16% | 0.16% | 1258 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 2,209 | 472 | 0.08% | 0.08% | 1260 | +14 | 0.64% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 2,205 | 471 | 0.02% | 0.21% | 1262 | -21,976 | -90.88% | Q1 2026 | Apr 14, 2026 |
| Truepoint, Inc. | History | Reduced | 2,208 | 471 | 0.01% | 0.01% | 1261 | -7 | -0.32% | Q1 2026 | May 08, 2026 |
| Clarity Financial LLC | History | No change | 2,209 | 471 | 0.05% | 0.04% | 1263 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 2,188 | 467 | 0.12% | 0.13% | 1264 | +33 | 1.53% | Q1 2026 | May 06, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 2,183 | 466 | 0.13% | 0.13% | 1265 | +22 | 1.02% | Q1 2026 | Apr 22, 2026 |
| Triangle Securities Wealth Management | History | Added to | 2,178 | 465 | 0.11% | 0.09% | 1266 | +137 | 6.71% | Q1 2026 | Apr 20, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 2,181 | 465 | 0.03% | 0.03% | 1267 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 2,176 | 464 | 0.05% | 0.03% | 1269 | +836 | 62.39% | Q1 2026 | Apr 21, 2026 |
| Centerpoint Advisors, LLC | History | No change | 2,170 | 464 | 0.15% | 0.14% | 1268 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 2,170 | 463 | 0.12% | 0.12% | 1270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 2,168 | 463 | 0.15% | 0.15% | 1271 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 2,163 | 462 | 0.01% | 0.01% | 1272 | -25 | -1.14% | Q1 2026 | Apr 29, 2026 |
| Perkins Coie Trust Co | History | No change | 2,162 | 461 | 0.09% | 0.08% | 1273 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 2,154 | 460 | 0.07% | 0.07% | 1274 | +6 | 0.28% | Q1 2026 | Apr 22, 2026 |
| NVWM, LLC | History | Added to | 2,144 | 458 | 0.1% | 0.05% | 1276 | +1,044 | 94.91% | Q1 2026 | Apr 27, 2026 |
| Gibson Capital, LLC | History | No change | 2,146 | 458 | 0.09% | 0.08% | 1275 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Impact Capital Partners LLC | History | Reduced | 2,142 | 457 | 0.14% | 0.14% | 1277 | -38 | -1.74% | Q1 2026 | Apr 10, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 2,137 | 456 | 0.36% | 0.37% | 1278 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 2,104 | 455 | 0.05% | 0.06% | 1280 | +76 | 3.75% | Q1 2026 | Apr 10, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 2,131 | 455 | 0.17% | 0.16% | 1279 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 2,126 | 454 | 0.01% | — | 1283 | +2,126 | New | Q1 2026 | May 05, 2026 |
| GreatBanc Trust CO | History | Added to | 2,129 | 454 | 0.32% | 0.2% | 1282 | +750 | 54.39% | Q1 2026 | Apr 30, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 2,128 | 454 | 0.04% | 0.03% | 1281 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Harbor Group, Inc. | History | Added to | 2,118 | 452 | 0.07% | 0.07% | 1284 | +4 | 0.19% | Q1 2026 | Apr 10, 2026 |
| First Pacific Financial | History | Added to | 2,110 | 450 | 0.06% | 0.02% | 1286 | +1,369 | 184.75% | Q1 2026 | Apr 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 2,110 | 450 | 0.01% | 0.01% | 1285 | +3 | 0.14% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 2,102 | 449 | 0.04% | 0.03% | 1287 | +1,024 | 94.99% | Q1 2026 | May 12, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 2,104 | 449 | 0.29% | 0.27% | 1288 | -15 | -0.71% | Q1 2026 | Apr 28, 2026 |
| Ballew Advisors, Inc | History | Reduced | 2,011 | 448 | 0.25% | 0.25% | 1290 | -8 | -0.4% | Q1 2026 | Apr 10, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,097 | 448 | 0.06% | 0.06% | 1289 | +1 | 0.05% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,089 | 446 | 0.0% | 0.0% | 1291 | +249 | 13.53% | Q1 2026 | May 12, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 2,088 | 446 | 0.11% | 0.13% | 1292 | -86 | -3.96% | Q1 2026 | Apr 16, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 2,090 | 446 | 0.33% | 0.32% | 1293 | -22 | -1.04% | Q1 2026 | Apr 17, 2026 |
| Planning Project LLC | History | No change | 2,125 | 446 | 0.11% | 0.11% | 1294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 2,084 | 445 | 0.04% | 0.04% | 1295 | -65 | -3.02% | Q1 2026 | Apr 16, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 2,081 | 444 | 0.26% | 0.26% | 1296 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,071 | 442 | 0.04% | 0.0% | 1297 | +1,933 | 1400.72% | Q1 2026 | Apr 06, 2026 |
| Beacon Capital Management, LLC | History | Added to | 2,068 | 441 | 0.08% | 0.07% | 1299 | +7 | 0.34% | Q1 2026 | May 11, 2026 |
| Canal Capital Management, LLC | History | Added to | 2,065 | 441 | 0.06% | 0.06% | 1298 | +6 | 0.29% | Q1 2026 | Apr 27, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 2,061 | 440 | 0.09% | 0.13% | 1301 | -825 | -28.59% | Q1 2026 | May 08, 2026 |
| COFG Advisors, LLC | History | Added to | 2,063 | 440 | 0.11% | 0.11% | 1302 | +8 | 0.39% | Q1 2026 | May 11, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 2,060 | 440 | 0.02% | 0.02% | 1300 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 1,930 | 439 | 0.41% | 0.44% | 1304 | -79 | -3.93% | Q1 2026 | Apr 27, 2026 |
| Red Door Wealth Management, LLC | History | No change | 2,056 | 439 | 0.05% | 0.04% | 1303 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 2,022 | 432 | 0.02% | 0.04% | 1305 | -1,506 | -42.69% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 2,012 | 429 | 0.03% | 0.04% | 1306 | -202 | -9.12% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,007 | 428 | 0.01% | 0.01% | 1307 | -316 | -13.6% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 2,005 | 428 | 0.11% | 0.1% | 1308 | +287 | 16.71% | Q1 2026 | Apr 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 1,998 | 426 | 0.03% | 0.03% | 1309 | +5 | 0.25% | Q1 2026 | May 21, 2026 |
| FineMark National Bank & Trust | History | No change | 2,016 | 424 | 0.01% | 0.01% | 1310 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 1,983 | 423 | 0.45% | 0.83% | 1312 | -4,734 | -70.48% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Management, LLC | History | No change | 1,984 | 423 | 0.02% | 0.02% | 1311 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 1,970 | 420 | 0.04% | — | 1315 | +1,970 | New | Q1 2026 | May 06, 2026 |
| Gray Private Wealth, LLC | History | No change | 1,970 | 420 | 0.21% | 0.2% | 1313 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 1,967 | 420 | 0.06% | 0.08% | 1314 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Added to | 1,965 | 419 | 0.01% | 0.01% | 1316 | +867 | 78.96% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,964 | 419 | 0.03% | 0.03% | 1317 | -4 | -0.2% | Q1 2026 | Apr 20, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 1,959 | 418 | 0.38% | 0.72% | 1319 | -1,623 | -45.31% | Q1 2026 | May 11, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 1,959 | 418 | 0.06% | 0.06% | 1318 | -218 | -10.01% | Q1 2026 | Apr 22, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 1,952 | 417 | 0.07% | 0.07% | 1320 | +80 | 4.27% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,950 | 416 | 0.12% | 0.11% | 1321 | +207 | 11.88% | Q1 2026 | Apr 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,941 | 414 | 0.03% | 0.03% | 1322 | -168 | -7.97% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 1,934 | 413 | 0.07% | 0.08% | 1323 | +319 | 19.75% | Q1 2026 | Apr 09, 2026 |
| DGS Capital Management, LLC | History | Added to | 1,935 | 413 | 0.07% | 0.06% | 1324 | +155 | 8.71% | Q1 2026 | Apr 28, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 1,933 | 413 | 0.24% | 0.23% | 1325 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 1,930 | 412 | 0.29% | 0.3% | 1326 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 1,925 | 411 | 0.04% | 0.04% | 1327 | -5 | -0.26% | Q1 2026 | May 13, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 1,927 | 411 | 0.28% | 0.26% | 1328 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 1,926 | 411 | 0.39% | 0.37% | 1329 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Renasant Bank | History | Reduced | 1,923 | 410 | 0.29% | 0.59% | 1330 | -2,222 | -53.61% | Q1 2026 | Apr 29, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 1,923 | 410 | 0.02% | 0.02% | 1331 | -234 | -10.85% | Q1 2026 | May 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,914 | 408 | 0.06% | 0.08% | 1332 | -567 | -22.85% | Q1 2026 | May 11, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 1,914 | 408 | 0.27% | 0.36% | 1333 | -323 | -14.44% | Q1 2026 | Apr 28, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 1,910 | 408 | 0.29% | 0.29% | 1334 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 1,909 | 407 | 0.11% | 0.11% | 1335 | -170 | -8.18% | Q1 2026 | Apr 28, 2026 |
| ASL Financial, LLC | History | Reduced | 1,897 | 405 | 0.32% | 0.33% | 1339 | -124 | -6.14% | Q1 2026 | Apr 09, 2026 |
| ALLSTATE CORP | History | No change | 1,900 | 405 | 0.0% | 0.01% | 1336 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integris Wealth Management, LLC | History | No change | 1,900 | 405 | 0.09% | 0.09% | 1337 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Plum Street Advisors, LLC | History | No change | 1,899 | 405 | 0.14% | 0.14% | 1338 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,894 | 404 | 0.01% | 0.01% | 1341 | +40 | 2.16% | Q1 2026 | May 07, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,895 | 404 | 0.02% | 0.02% | 1340 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 1,889 | 403 | 0.05% | 0.42% | 1342 | -12,215 | -86.61% | Q1 2026 | Apr 14, 2026 |
| Poehling Capital Management, INC. | History | No change | 1,889 | 403 | 0.08% | 0.08% | 1343 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Riverstone Advisors, LLC | History | New | 1,883 | 402 | 0.2% | — | 1344 | +1,883 | New | Q1 2026 | Apr 21, 2026 |
| Crewe Advisors LLC | History | No change | 1,879 | 401 | 0.03% | 0.03% | 1345 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,879 | 401 | 0.06% | 0.05% | 1346 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 1,874 | 400 | 0.01% | 0.01% | 1347 | +811 | 76.29% | Q1 2026 | May 05, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 1,867 | 398 | 0.17% | 0.16% | 1348 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 1,866 | 398 | 0.44% | 0.43% | 1349 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 1,857 | 396 | 0.04% | 0.04% | 1350 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Macco Financial Group, Inc. | History | New | 1,850 | 395 | 0.3% | — | 1354 | +1,850 | New | Q1 2026 | Apr 23, 2026 |
| Arlington Trust Co LLC | History | Reduced | 1,849 | 395 | 0.03% | 0.05% | 1353 | -601 | -24.53% | Q1 2026 | Apr 08, 2026 |
| WASHINGTON TRUST Co | History | No change | 1,852 | 395 | 0.01% | 0.01% | 1351 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 1,850 | 395 | 0.09% | 0.12% | 1352 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PACK Private Wealth, LLC | History | No change | 1,842 | 393 | 0.18% | 0.18% | 1355 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | New | 1,837 | 392 | 0.05% | — | 1357 | +1,837 | New | Q1 2026 | Apr 22, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 1,837 | 392 | 0.14% | 0.14% | 1356 | +1 | 0.05% | Q1 2026 | May 13, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 1,832 | 391 | 0.24% | 0.24% | 1360 | -42 | -2.24% | Q1 2026 | Apr 22, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 1,832 | 391 | 0.05% | 0.05% | 1359 | +4 | 0.22% | Q1 2026 | Apr 27, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 1,833 | 391 | 0.08% | 0.08% | 1358 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Navigate Wealth Management, LLC | History | New | 1,724 | 389 | 0.27% | — | 1361 | +1,724 | New | Q1 2026 | Apr 27, 2026 |
| Baring Financial LLC | History | Added to | 1,819 | 388 | 0.24% | 0.2% | 1362 | +263 | 16.9% | Q1 2026 | Apr 06, 2026 |
| Financial Sense Advisors, Inc. | History | New | 1,812 | 387 | 0.08% | — | 1364 | +1,812 | New | Q1 2026 | May 14, 2026 |
| Cassia Capital Partners, LLC | History | No change | 1,814 | 387 | 0.2% | 0.21% | 1363 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Harold Davidson & Associates Inc. | History | New | 1,810 | 386 | 0.19% | — | 1365 | +1,810 | New | Q1 2026 | Apr 30, 2026 |
| BANK OF HAWAII | History | New | 1,803 | 385 | 0.02% | — | 1368 | +1,803 | New | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,804 | 385 | 0.0% | 0.0% | 1366 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cypress Capital Group | History | No change | 1,805 | 385 | 0.04% | 0.04% | 1367 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 1,813 | 383 | 0.05% | 0.04% | 1370 | +515 | 39.68% | Q1 2026 | Apr 30, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 1,797 | 383 | 0.04% | 0.05% | 1371 | -312 | -14.79% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 1,796 | 383 | 0.0% | 0.0% | 1369 | +150 | 9.11% | Q1 2026 | May 14, 2026 |
| BAYBAN | History | No change | 1,784 | 381 | 0.33% | 0.33% | 1372 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arista Wealth Management, LLC | History | No change | 1,780 | 380 | 0.05% | 0.05% | 1373 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,774 | 379 | 0.01% | 0.0% | 1374 | +523 | 41.81% | Q1 2026 | May 01, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 1,777 | 379 | 0.31% | 0.33% | 1375 | -222 | -11.11% | Q1 2026 | May 15, 2026 |
| Box Hill Private Wealth LLC | History | New | 1,772 | 378 | 0.37% | — | 1376 | +1,772 | New | Q1 2026 | Apr 03, 2026 |
| Matisse Capital | History | Added to | 1,764 | 376 | 0.16% | 0.16% | 1377 | +1 | 0.06% | Q1 2026 | May 08, 2026 |
| Altus Wealth Management, LLC | History | No change | 1,761 | 376 | 0.17% | 0.16% | 1378 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SVB WEALTH LLC | History | Reduced | 1,754 | 374 | 0.02% | 0.03% | 1379 | -550 | -23.87% | Q1 2026 | Apr 17, 2026 |
| Elm Partners Management LLC | History | Added to | 1,785 | 373 | 0.02% | 0.02% | 1380 | +3 | 0.17% | Q1 2026 | May 13, 2026 |
| Park Edge Advisors, LLC | History | No change | 1,748 | 373 | 0.09% | 0.08% | 1381 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vantage Point Financial LLC | History | Added to | 1,744 | 372 | 0.13% | 0.13% | 1384 | +1 | 0.06% | Q1 2026 | May 01, 2026 |
| SACHEM HILL LLC | History | No change | 1,745 | 372 | 0.07% | 0.07% | 1382 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fairway Wealth LLC | History | No change | 1,745 | 372 | 0.1% | 0.1% | 1383 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Management Partners, LLC | History | Added to | 1,735 | 370 | 0.11% | 0.1% | 1385 | +82 | 4.96% | Q1 2026 | Apr 17, 2026 |
| Forum Private Client Group LLC | History | Added to | 1,727 | 369 | 0.12% | 0.12% | 1388 | +20 | 1.17% | Q1 2026 | May 13, 2026 |
| Inscription Capital, LLC | History | Added to | 1,727 | 369 | 0.04% | 0.04% | 1387 | +3 | 0.17% | Q1 2026 | Apr 20, 2026 |
| Farmers National Bank | History | No change | 1,755 | 369 | 0.08% | 0.08% | 1386 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 1,725 | 368 | 0.04% | 0.05% | 1389 | -129 | -6.96% | Q1 2026 | May 05, 2026 |
| Alliance Wealth Management Group | History | No change | 1,725 | 368 | 0.08% | 0.08% | 1390 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 1,722 | 368 | 0.06% | 0.06% | 1391 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 1,712 | 365 | 0.22% | 0.2% | 1392 | +7 | 0.41% | Q1 2026 | Apr 07, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 1,705 | 364 | 0.06% | 0.07% | 1393 | -328 | -16.13% | Q1 2026 | Apr 08, 2026 |
| Keebeck Wealth Management | History | Added to | 1,703 | 363 | 0.04% | 0.03% | 1394 | +363 | 27.09% | Q1 2026 | May 14, 2026 |
| Plancorp, LLC | History | No change | 1,632 | 362 | 0.01% | 0.01% | 1395 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Retireful, LLC | History | New | 1,662 | 361 | 0.51% | — | 1397 | +1,662 | New | Q1 2026 | Apr 15, 2026 |
| LVW Advisors, LLC | History | Reduced | 1,690 | 361 | 0.03% | 0.04% | 1396 | -355 | -17.36% | Q1 2026 | Apr 20, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 1,682 | 359 | 0.06% | 0.09% | 1400 | -98 | -5.51% | Q1 2026 | Apr 17, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 1,681 | 359 | 0.18% | 0.18% | 1399 | +23 | 1.39% | Q1 2026 | Apr 27, 2026 |
| Rathbones Group PLC | History | Added to | 1,684 | 359 | 0.0% | 0.0% | 1398 | +22 | 1.32% | Q1 2026 | May 12, 2026 |
| Team Hewins, LLC | History | No change | 1,678 | 358 | 0.11% | 0.11% | 1401 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IBEX WEALTH ADVISORS | History | New | 1,675 | 357 | 0.03% | — | 1403 | +1,675 | New | Q1 2026 | Apr 30, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 1,670 | 357 | 0.24% | 0.24% | 1402 | +6 | 0.36% | Q1 2026 | Apr 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,664 | 356 | 0.1% | 0.1% | 1404 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,661 | 354 | 0.0% | 0.0% | 1405 | +10 | 0.61% | Q1 2026 | May 07, 2026 |
| Aspire Private Capital, LLC | History | No change | 1,660 | 354 | 0.08% | 0.08% | 1406 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Heartland Bank & Trust Co | History | New | 1,654 | 353 | 0.08% | — | 1407 | +1,654 | New | Q1 2026 | May 06, 2026 |
| Fermata Advisors, LLC | History | Added to | 1,650 | 352 | 0.08% | 0.07% | 1410 | +304 | 22.59% | Q1 2026 | Apr 08, 2026 |
| JNBA Financial Advisors | History | No change | 1,649 | 352 | 0.03% | 0.03% | 1408 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| S.E.E.D. Planning Group LLC | History | No change | 1,649 | 352 | 0.1% | 0.1% | 1409 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 1,644 | 351 | 0.09% | 0.09% | 1411 | +15 | 0.92% | Q1 2026 | May 05, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 1,639 | 350 | 0.02% | 0.02% | 1412 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Life Planners | History | Reduced | 1,638 | 349 | 0.27% | 0.26% | 1415 | -75 | -4.38% | Q1 2026 | Apr 24, 2026 |
| Causey Wealth LLC | History | Added to | 1,636 | 349 | 0.15% | 0.17% | 1416 | +2 | 0.12% | Q1 2026 | May 12, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 1,630 | 349 | 0.05% | 0.05% | 1413 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Berkeley, Inc | History | No change | 1,636 | 349 | 0.12% | 0.11% | 1414 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aerodigm Wealth, LLC | History | No change | 1,629 | 348 | 0.13% | 0.13% | 1417 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Align Financial, LLC | History | Reduced | 1,626 | 347 | 0.2% | 0.2% | 1419 | -340,387 | -99.52% | Q1 2026 | May 08, 2026 |
| Citizens Business Bank | History | Reduced | 1,625 | 347 | 0.06% | 0.06% | 1418 | -200 | -10.96% | Q1 2026 | May 01, 2026 |
| Permanens Capital L.P. | History | Added to | 1,617 | 345 | 0.04% | 0.04% | 1421 | +161 | 11.06% | Q1 2026 | May 15, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 1,617 | 345 | 0.13% | 0.13% | 1422 | +4 | 0.25% | Q1 2026 | May 11, 2026 |
| Powerhouse Assets LLC | History | No change | 1,615 | 345 | 0.3% | 0.3% | 1420 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 1,596 | 344 | 0.19% | 0.95% | 1423 | -6,122 | -79.32% | Q1 2026 | May 11, 2026 |
| TD Capital Management LLC | History | Added to | 1,606 | 343 | 0.03% | 0.01% | 1424 | +1,152 | 253.74% | Q1 2026 | May 11, 2026 |
| Ledyard National Bank | History | No change | 1,582 | 338 | 0.03% | 0.03% | 1425 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 1,581 | 337 | 0.19% | 0.22% | 1428 | -142 | -8.24% | Q1 2026 | Apr 22, 2026 |
| JB Capital LLC | History | Added to | 1,582 | 337 | 0.01% | 0.01% | 1427 | +33 | 2.13% | Q1 2026 | Apr 27, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 1,485 | 337 | 0.08% | 0.08% | 1426 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hamilton Wealth, LLC | History | New | 1,576 | 336 | 0.02% | — | 1429 | +1,576 | New | Q1 2026 | May 18, 2026 |
| Csenge Advisory Group | History | Added to | 1,569 | 335 | 0.02% | 0.01% | 1430 | +41 | 2.68% | Q1 2026 | Apr 30, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,570 | 335 | 0.11% | 0.1% | 1431 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| James J. Burns & Company, LLC | History | No change | 1,570 | 335 | 0.05% | 0.05% | 1432 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | Reduced | 1,564 | 334 | 0.02% | 0.02% | 1433 | -147 | -8.59% | Q1 2026 | May 21, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 1,560 | 333 | 0.16% | 0.17% | 1434 | -28 | -1.76% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,559 | 333 | 0.08% | 0.08% | 1435 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 1,557 | 332 | 0.05% | 0.05% | 1438 | -128 | -7.6% | Q1 2026 | Apr 08, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 1,556 | 332 | 0.04% | 0.04% | 1436 | -70 | -4.31% | Q1 2026 | May 04, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 1,462 | 332 | 0.07% | 0.07% | 1439 | -18 | -1.22% | Q1 2026 | May 04, 2026 |
| Trust Co | History | No change | 1,557 | 332 | 0.03% | 0.03% | 1437 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 1,551 | 331 | 0.2% | 0.19% | 1443 | +73 | 4.94% | Q1 2026 | Apr 16, 2026 |
| Stephenson & Company, Inc. | History | Reduced | 1,551 | 331 | 0.18% | 0.18% | 1445 | -46 | -2.88% | Q1 2026 | May 12, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 1,550 | 331 | 0.08% | 0.08% | 1440 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 1,553 | 331 | 0.13% | 0.12% | 1441 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| King Wealth Management Group | History | No change | 1,548 | 331 | 0.04% | 0.04% | 1442 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,576 | 331 | 0.01% | 0.01% | 1444 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Point Windward Advisors Inc. | History | No change | 1,549 | 330 | 0.17% | 0.16% | 1446 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Balentine LLC | History | No change | 1,546 | 330 | 0.01% | 0.01% | 1447 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Smith Salley Wealth Management | History | Added to | 1,539 | 328 | 0.02% | 0.02% | 1448 | +14 | 0.92% | Q1 2026 | Apr 16, 2026 |
| JT Stratford LLC | History | Reduced | 1,534 | 327 | 0.04% | 0.05% | 1450 | -237 | -13.38% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 1,535 | 327 | 0.01% | 0.01% | 1449 | -39 | -2.48% | Q1 2026 | Apr 29, 2026 |
| Single Point Partners, LLC | History | Added to | 1,531 | 327 | 0.07% | 0.06% | 1451 | +1 | 0.07% | Q1 2026 | Apr 15, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 1,527 | 326 | 0.3% | 0.29% | 1452 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EWA, LLC | History | Reduced | 1,525 | 325 | 0.07% | 0.08% | 1454 | -17 | -1.1% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,522 | 325 | 0.03% | 0.03% | 1453 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Third View Private Wealth, LLC | History | New | 1,521 | 324 | 0.04% | — | 1455 | +1,521 | New | Q1 2026 | Apr 15, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Reduced | 1,514 | 323 | 0.05% | 0.05% | 1456 | -114 | -7.0% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 1,507 | 322 | 0.02% | 0.02% | 1458 | +1 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Partners, LLC | History | No change | 1,509 | 322 | 0.02% | 0.02% | 1457 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,500 | 320 | 0.04% | 0.04% | 1459 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Boreal Capital Management LLC | History | No change | 1,500 | 320 | 0.26% | 0.24% | 1460 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Added to | 1,495 | 319 | 0.02% | 0.02% | 1461 | +182 | 13.86% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 1,495 | 319 | 0.16% | 0.16% | 1465 | -75 | -4.78% | Q1 2026 | Apr 14, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 1,494 | 319 | 0.02% | 0.02% | 1462 | +45 | 3.11% | Q1 2026 | Apr 13, 2026 |
| Wharton Business Group, LLC | History | No change | 1,496 | 319 | 0.01% | 0.01% | 1463 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Architects, LLC | History | No change | 1,497 | 319 | 0.03% | 0.03% | 1464 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 1,486 | 317 | 0.04% | 0.04% | 1466 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 1,484 | 317 | 0.02% | 0.02% | 1467 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LMCG INVESTMENTS, LLC | History | New | 1,479 | 316 | 0.02% | — | 1469 | +1,479 | New | Q1 2026 | Apr 29, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 1,425 | 316 | 0.06% | 0.06% | 1468 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 1,475 | 315 | 0.05% | 0.04% | 1470 | +239 | 19.34% | Q1 2026 | May 14, 2026 |
| SNS Financial Group, LLC | History | No change | 1,456 | 311 | 0.03% | 0.03% | 1471 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,458 | 311 | 0.02% | 0.02% | 1472 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,453 | 310 | 0.02% | 0.02% | 1473 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 1,362 | 310 | 0.04% | 0.04% | 1474 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trek Financial, LLC | History | Reduced | 1,437 | 307 | 0.02% | 0.02% | 1475 | -382 | -21.0% | Q1 2026 | May 13, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 1,434 | 306 | 0.04% | 0.04% | 1476 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Financial Alternatives, Inc | History | No change | 1,436 | 306 | 0.16% | 0.18% | 1477 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 1,429 | 305 | 0.05% | 0.06% | 1479 | -233 | -14.02% | Q1 2026 | Apr 17, 2026 |
| IFG Advisors, LLC | History | Added to | 1,428 | 305 | 0.05% | 0.05% | 1478 | +4 | 0.28% | Q1 2026 | Apr 09, 2026 |
| Sollinda Capital Management LLC | History | No change | 1,423 | 304 | 0.07% | 0.08% | 1480 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 1,424 | 304 | 0.28% | 0.28% | 1481 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 1,420 | 303 | 0.06% | 0.06% | 1484 | -12 | -0.84% | Q1 2026 | Apr 24, 2026 |
| Campion Asset Management | History | Reduced | 1,419 | 303 | 0.21% | 0.21% | 1483 | -8 | -0.56% | Q1 2026 | May 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 1,419 | 303 | 0.21% | 0.22% | 1482 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 1,417 | 302 | 0.08% | 0.08% | 1485 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WealthTrust Axiom LLC | History | No change | 1,414 | 302 | 0.07% | 0.08% | 1486 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 1,412 | 301 | 0.02% | — | 1490 | +1,412 | New | Q1 2026 | Apr 22, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 1,330 | 301 | 0.18% | 0.18% | 1489 | +46 | 3.58% | Q1 2026 | Apr 23, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 1,413 | 301 | 0.09% | 0.09% | 1487 | -9 | -0.63% | Q1 2026 | Apr 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 1,412 | 301 | 0.18% | 0.18% | 1488 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Net Worth Advisory Group | History | Added to | 1,408 | 300 | 0.06% | 0.06% | 1492 | +6 | 0.43% | Q1 2026 | May 05, 2026 |
| Selective Wealth Management, Inc. | History | No change | 1,324 | 300 | 0.09% | 0.09% | 1491 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,401 | 299 | 0.06% | 0.06% | 1493 | +5 | 0.36% | Q1 2026 | May 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 1,398 | 298 | 0.05% | — | 1496 | +1,398 | New | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | New | 1,398 | 298 | 0.04% | — | 1497 | +1,398 | New | Q1 2026 | May 13, 2026 |
| Watchman Group, Inc. | History | Reduced | 1,397 | 298 | 0.07% | 0.08% | 1494 | -161 | -10.33% | Q1 2026 | Apr 20, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 1,399 | 298 | 0.11% | 0.11% | 1495 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Provident Investment Management, Inc. | History | New | 1,389 | 296 | 0.03% | — | 1498 | +1,389 | New | Q1 2026 | May 13, 2026 |
| Crumly & Associates Inc. | History | No change | 1,383 | 295 | 0.06% | 0.06% | 1499 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,376 | 294 | 0.04% | 0.03% | 1500 | +355 | 34.77% | Q1 2026 | Apr 23, 2026 |
| NBT BANK N A /NY | History | No change | 1,375 | 293 | 0.02% | 0.02% | 1501 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,368 | 292 | 0.01% | 0.01% | 1502 | +167 | 13.91% | Q1 2026 | Apr 21, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 1,364 | 291 | 0.04% | 0.27% | 1503 | -9,103 | -86.97% | Q1 2026 | Apr 21, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 1,364 | 291 | 0.06% | 0.07% | 1504 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MASECO LLP | History | Reduced | 1,361 | 290 | 0.01% | 0.01% | 1507 | -113 | -7.67% | Q1 2026 | Apr 21, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 1,358 | 290 | 0.04% | 0.04% | 1505 | -42 | -3.0% | Q1 2026 | Apr 09, 2026 |
| Van Diest Capital, LLC | History | Added to | 1,358 | 290 | 0.23% | 0.42% | 1508 | +20 | 1.49% | Q1 2026 | May 15, 2026 |
| Cornerstone Management, Inc. | History | No change | 1,358 | 290 | 0.05% | 0.05% | 1506 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 1,350 | 288 | 0.12% | 0.17% | 1509 | -493 | -26.75% | Q1 2026 | May 01, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 1,345 | 287 | 0.03% | 0.03% | 1510 | -36 | -2.61% | Q1 2026 | May 11, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 1,334 | 285 | 0.03% | 0.04% | 1511 | -141 | -9.56% | Q1 2026 | Apr 13, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 1,334 | 285 | 0.08% | 0.08% | 1512 | -5 | -0.37% | Q1 2026 | May 05, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 1,337 | 285 | 0.17% | 0.17% | 1513 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Meridian Financial Partners LLC | History | Added to | 1,311 | 284 | 0.11% | 0.09% | 1514 | +309 | 30.84% | Q1 2026 | Apr 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 1,327 | 283 | 0.28% | 0.35% | 1517 | -334 | -20.11% | Q1 2026 | Apr 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 1,346 | 283 | 0.04% | 0.04% | 1516 | -79 | -5.54% | Q1 2026 | Apr 22, 2026 |
| HM PAYSON & CO | History | Reduced | 1,329 | 283 | 0.0% | 0.0% | 1515 | -37 | -2.71% | Q1 2026 | Apr 13, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 1,324 | 282 | 0.02% | 0.02% | 1518 | -63 | -4.54% | Q1 2026 | Apr 22, 2026 |
| Lansing Street Advisors | History | Added to | 1,321 | 282 | 0.07% | 0.07% | 1519 | +5 | 0.38% | Q1 2026 | Apr 28, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 1,319 | 281 | 0.04% | 0.04% | 1521 | -130 | -8.97% | Q1 2026 | May 12, 2026 |
| Sicart Associates LLC | History | No change | 1,317 | 281 | 0.07% | 0.07% | 1520 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 1,313 | 280 | 0.02% | 0.03% | 1522 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Royal Fund Management, LLC | History | New | 898 | 279 | 0.03% | — | 1526 | +898 | New | Q1 2026 | May 19, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 1,309 | 279 | 0.02% | 0.02% | 1524 | +114 | 9.54% | Q1 2026 | Apr 29, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 1,307 | 279 | 0.11% | 0.07% | 1523 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 1,308 | 279 | 0.09% | 0.1% | 1525 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 1,300 | 277 | 0.12% | 0.12% | 1527 | +1 | 0.08% | Q1 2026 | Apr 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,294 | 276 | 0.01% | 0.01% | 1528 | +60 | 4.86% | Q1 2026 | May 11, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 1,293 | 276 | 0.12% | 0.12% | 1529 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Addison Capital Co | History | New | 1,290 | 275 | 0.05% | — | 1532 | +1,290 | New | Q1 2026 | Apr 29, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 1,288 | 275 | 0.0% | 0.0% | 1530 | -991 | -43.48% | Q1 2026 | May 15, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 1,291 | 275 | 0.22% | 0.21% | 1531 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 1,303 | 274 | 0.17% | 0.17% | 1533 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,282 | 273 | 0.02% | 0.02% | 1535 | +3 | 0.23% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 1,279 | 273 | 0.06% | 0.06% | 1534 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| MTM Investment Management, LLC | History | No change | 1,281 | 273 | 0.09% | 0.09% | 1536 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| S.A. Mason LLC | History | No change | 1,277 | 272 | 0.1% | 0.11% | 1537 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Orion Capital Management LLC | History | No change | 1,274 | 272 | 0.09% | 0.09% | 1538 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RMR Capital Management, LLC | History | No change | 1,273 | 272 | 0.2% | 0.19% | 1539 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 1,217 | 272 | 0.2% | 0.2% | 1540 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 1,272 | 271 | 0.08% | 0.08% | 1543 | -76 | -5.64% | Q1 2026 | Apr 16, 2026 |
| PDS Planning, Inc | History | Added to | 1,270 | 271 | 0.02% | 0.02% | 1541 | +2 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Old North State Trust, LLC | History | No change | 1,266 | 271 | 0.16% | 0.16% | 1542 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 1,269 | 271 | 0.04% | 0.04% | 1544 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 1,266 | 270 | 0.12% | 0.11% | 1545 | -4 | -0.31% | Q1 2026 | Apr 20, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 1,259 | 269 | 0.02% | 0.11% | 1546 | -8,900 | -87.61% | Q1 2026 | May 12, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 1,263 | 269 | 0.08% | 0.07% | 1547 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 1,258 | 268 | 0.05% | 0.04% | 1548 | +134 | 11.92% | Q1 2026 | May 01, 2026 |
| Persium Advisors, LLC | History | Reduced | 1,246 | 266 | 0.21% | 0.19% | 1549 | -23 | -1.81% | Q1 2026 | May 01, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 1,245 | 265 | 0.02% | 0.02% | 1550 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,239 | 264 | 0.03% | 0.03% | 1551 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 1,232 | 263 | 0.04% | 0.07% | 1553 | -589 | -32.34% | Q1 2026 | May 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,234 | 263 | 0.01% | 0.01% | 1552 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 1,229 | 262 | 0.0% | 0.0% | 1555 | -172 | -12.28% | Q1 2026 | May 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 1,227 | 262 | 0.03% | 0.02% | 1554 | +1 | 0.08% | Q1 2026 | May 01, 2026 |
| ABNER HERRMAN & BROCK LLC | History | Reduced | 1,220 | 261 | 0.03% | 0.03% | 1556 | -280 | -18.67% | Q1 2026 | Apr 07, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,241 | 261 | 0.01% | 0.01% | 1557 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Farringdon Capital, Ltd. | History | New | 1,220 | 260 | 0.06% | — | 1561 | +1,220 | New | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,220 | 260 | 0.09% | 0.09% | 1560 | +5 | 0.41% | Q1 2026 | Apr 14, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 1,221 | 260 | 0.16% | 0.15% | 1558 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 1,218 | 260 | 0.11% | 0.11% | 1559 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 1,213 | 259 | 0.22% | 0.17% | 1562 | +1 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Falcon Wealth Planning | History | Added to | 1,204 | 257 | 0.02% | 0.02% | 1564 | +45 | 3.88% | Q1 2026 | Apr 20, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 1,230 | 257 | 0.09% | 0.08% | 1563 | +5 | 0.41% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 1,207 | 257 | 0.14% | 0.16% | 1565 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 1,200 | 256 | 0.03% | — | 1569 | +1,200 | New | Q1 2026 | Apr 07, 2026 |
| Rothschild Wealth LLC | History | Reduced | 1,202 | 256 | 0.02% | 0.04% | 1566 | -735 | -37.95% | Q1 2026 | May 06, 2026 |
| Convergence Financial, LLC | History | Added to | 1,193 | 256 | 0.03% | 0.03% | 1568 | +131 | 12.34% | Q1 2026 | May 11, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,200 | 256 | 0.08% | 0.07% | 1567 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | New | 1,189 | 254 | 0.12% | — | 1571 | +1,189 | New | Q1 2026 | Apr 27, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 1,190 | 254 | 0.08% | 0.06% | 1570 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 1,185 | 253 | 0.0% | 0.0% | 1572 | -45 | -3.66% | Q1 2026 | Apr 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 1,183 | 252 | 0.08% | 0.05% | 1573 | +4 | 0.34% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,178 | 251 | 0.0% | 0.21% | 1574 | -59,801 | -98.07% | Q1 2026 | Apr 22, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 1,175 | 251 | 0.14% | 0.13% | 1575 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| First PREMIER Bank | History | Reduced | 1,169 | 250 | 0.06% | 0.08% | 1576 | -475 | -28.89% | Q1 2026 | Apr 20, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 1,113 | 250 | 0.1% | 0.11% | 1579 | -45 | -3.89% | Q1 2026 | Apr 15, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 1,070 | 250 | 0.02% | 0.03% | 1577 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Timonier Family Office, LTD. | History | No change | 1,189 | 250 | 0.08% | 0.08% | 1578 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 1,166 | 249 | 0.01% | 0.01% | 1581 | -187 | -13.82% | Q1 2026 | Apr 30, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,187 | 249 | 0.02% | 0.02% | 1580 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 1,166 | 249 | 0.08% | 0.08% | 1582 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Retirement Solution LLC | History | Reduced | 1,158 | 247 | 0.06% | 0.06% | 1584 | -79 | -6.39% | Q1 2026 | May 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 1,160 | 247 | 0.03% | 0.03% | 1583 | -12 | -1.02% | Q1 2026 | May 01, 2026 |
| NOVEM GROUP | History | Added to | 1,160 | 247 | 0.03% | 0.03% | 1585 | +4 | 0.35% | Q1 2026 | Apr 10, 2026 |
| Sharper & Granite LLC | History | No change | 1,159 | 247 | 0.08% | 0.09% | 1586 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PECAUT & CO. | History | Reduced | 1,155 | 246 | 0.08% | 0.08% | 1587 | -73 | -5.94% | Q1 2026 | May 11, 2026 |
| Alpha Financial Partners LLC | History | Reduced | 1,154 | 246 | 0.15% | 0.15% | 1589 | -27 | -2.29% | Q1 2026 | May 13, 2026 |
| SP Asset Management LLC | History | Added to | 1,155 | 246 | 0.02% | 0.02% | 1588 | +4 | 0.35% | Q1 2026 | May 06, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 1,147 | 245 | 0.01% | 0.04% | 1590 | -4,954 | -81.2% | Q1 2026 | Apr 20, 2026 |
| Curated Wealth Partners LLC | History | New | 1,150 | 245 | 0.03% | — | 1592 | +1,150 | New | Q1 2026 | Apr 09, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 1,106 | 245 | 0.02% | 0.02% | 1591 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 1,146 | 244 | 0.02% | 0.02% | 1593 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 1,141 | 243 | 0.02% | 0.02% | 1594 | -2 | -0.17% | Q1 2026 | May 14, 2026 |
| Asset One Wealth Management LLC | History | New | 1,072 | 242 | 0.03% | — | 1599 | +1,072 | New | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 1,133 | 242 | 0.01% | 0.02% | 1596 | +30 | 2.72% | Q1 2026 | Apr 28, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 1,135 | 242 | 0.01% | 0.01% | 1595 | -14 | -1.22% | Q1 2026 | May 01, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 1,136 | 242 | 0.03% | 0.03% | 1597 | +1 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 1,134 | 242 | 0.15% | 0.14% | 1598 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,128 | 241 | 0.0% | 0.0% | 1600 | -461 | -29.01% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | No change | 1,132 | 241 | 0.05% | 0.05% | 1601 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 1,132 | 241 | 0.07% | 0.08% | 1602 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Englebert Financial Advisers, LLC | History | No change | 1,131 | 241 | 0.27% | 0.27% | 1603 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| First American Bank | History | New | 1,127 | 240 | 0.02% | — | 1604 | +1,127 | New | Q1 2026 | Apr 20, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 1,116 | 238 | 0.05% | 0.06% | 1605 | -262 | -19.01% | Q1 2026 | Apr 23, 2026 |
| Tempo Wealth, LLC | History | Added to | 1,114 | 238 | 0.04% | 0.04% | 1606 | +4 | 0.36% | Q1 2026 | May 14, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 1,112 | 237 | 0.13% | — | 1609 | +1,112 | New | Q1 2026 | May 11, 2026 |
| Investment Research Partners LLC | History | No change | 1,114 | 237 | 0.1% | 0.1% | 1607 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,111 | 237 | 0.21% | 0.19% | 1608 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRB Wealth Management, LLC | History | New | 1,109 | 236 | 0.03% | — | 1611 | +1,109 | New | Q1 2026 | May 14, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 1,106 | 236 | 0.03% | 0.03% | 1610 | +1 | 0.09% | Q1 2026 | Apr 10, 2026 |
| SK Wealth Management, LLC | History | Added to | 1,089 | 235 | 0.07% | 0.07% | 1612 | +2 | 0.18% | Q1 2026 | May 06, 2026 |
| V2 Financial group LLC | History | No change | 1,100 | 235 | 0.11% | 0.11% | 1613 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Reduced | 1,098 | 234 | 0.22% | 0.21% | 1614 | -25 | -2.23% | Q1 2026 | May 06, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 1,094 | 233 | 0.08% | 0.08% | 1616 | -111 | -9.21% | Q1 2026 | Apr 08, 2026 |
| KilterHowling LLC | History | Added to | 1,095 | 233 | 0.12% | 0.12% | 1615 | +5 | 0.46% | Q1 2026 | May 12, 2026 |
| Brookmont Capital Management | History | New | 1,088 | 232 | 0.13% | — | 1618 | +1,088 | New | Q1 2026 | May 15, 2026 |
| Stone Summit Wealth LLC | History | No change | 1,086 | 232 | 0.06% | 0.06% | 1617 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 1,083 | 231 | 0.12% | 0.12% | 1621 | -17 | -1.55% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | No change | 1,082 | 231 | 0.01% | 0.01% | 1619 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Values Added Financial LLC | History | No change | 1,083 | 231 | 0.1% | 0.1% | 1620 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 1,077 | 230 | 0.05% | 0.05% | 1622 | -2 | -0.19% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,072 | 229 | 0.07% | 0.06% | 1623 | +200 | 22.94% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,070 | 228 | 0.02% | 0.01% | 1624 | +203 | 23.41% | Q1 2026 | May 12, 2026 |
| Chicago Capital, LLC | History | No change | 1,068 | 228 | 0.01% | 0.01% | 1625 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| West Financial Advisors, LLC | History | No change | 1,070 | 228 | 0.04% | 0.04% | 1626 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 1,070 | 228 | 0.05% | 0.05% | 1627 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 1,066 | 227 | 0.1% | 0.1% | 1629 | +5 | 0.47% | Q1 2026 | Apr 13, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 1,063 | 227 | 0.0% | 0.0% | 1628 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 1,059 | 226 | 0.02% | — | 1630 | +1,059 | New | Q1 2026 | May 12, 2026 |
| Headland Capital, LLC | History | Reduced | 1,055 | 225 | 0.06% | 0.06% | 1633 | -15 | -1.4% | Q1 2026 | May 04, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 1,055 | 225 | 0.05% | 0.05% | 1631 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 1,055 | 225 | 0.11% | 0.1% | 1632 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FORBES J M & CO LLP | History | New | 1,050 | 224 | 0.02% | — | 1635 | +1,050 | New | Q1 2026 | Apr 16, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 1,050 | 224 | 0.04% | 0.04% | 1634 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Keystone Financial Group | History | New | 1,044 | 223 | 0.02% | — | 1637 | +1,044 | New | Q1 2026 | May 13, 2026 |
| Tradewinds, LLC. | History | New | 967 | 223 | 0.07% | — | 1638 | +967 | New | Q1 2026 | May 04, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,047 | 223 | 0.09% | 0.09% | 1636 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HOURGLASS CAPITAL, LLC | History | Reduced | 1,039 | 222 | 0.05% | 0.29% | 1639 | -5,300 | -83.61% | Q1 2026 | May 04, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | New | 1,043 | 222 | 0.14% | — | 1643 | +1,043 | New | Q1 2026 | Apr 21, 2026 |
| Wellington Grp LLC | History | Added to | 1,039 | 222 | 0.07% | 0.03% | 1642 | +650 | 167.1% | Q1 2026 | May 22, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 1,042 | 222 | 0.05% | 0.05% | 1640 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,039 | 222 | 0.13% | 0.13% | 1641 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Inspire Advisors, LLC | History | Reduced | 1,035 | 221 | 0.02% | 0.02% | 1644 | -50 | -4.61% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 1,033 | 220 | 0.01% | 0.01% | 1645 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,032 | 220 | 0.02% | 0.02% | 1646 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | Added to | 1,026 | 219 | 0.12% | 0.12% | 1647 | +4 | 0.39% | Q1 2026 | May 06, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 1,028 | 219 | 0.08% | 0.08% | 1649 | -1 | -0.1% | Q1 2026 | May 07, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 1,028 | 219 | 0.05% | 0.04% | 1648 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,028 | 219 | 0.06% | 0.06% | 1650 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,025 | 219 | 0.1% | 0.1% | 1651 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bluesphere Advisors LLC | History | Added to | 1,021 | 218 | 0.08% | 0.09% | 1653 | +31 | 3.13% | Q1 2026 | Apr 22, 2026 |
| Beacon Bank & Trust | History | No change | 1,022 | 218 | 0.04% | 0.04% | 1652 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,024 | 218 | 0.04% | 0.04% | 1654 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 1,018 | 217 | 0.07% | 0.07% | 1657 | +1 | 0.1% | Q1 2026 | Apr 29, 2026 |
| Maple Capital Management, Inc. | History | No change | 1,018 | 217 | 0.01% | 0.01% | 1655 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fiera Capital Corp | History | No change | 1,016 | 217 | 0.0% | 0.0% | 1656 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 1,015 | 216 | 0.03% | 0.03% | 1658 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CSS LLC/IL | History | No change | 1,007 | 215 | 0.01% | 0.01% | 1659 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 1,007 | 215 | 0.1% | 0.11% | 1660 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealthstar Advisors, LLC | History | New | 1,006 | 214 | 0.1% | — | 1665 | +1,006 | New | Q1 2026 | Apr 27, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,003 | 214 | 0.0% | 0.0% | 1661 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Neumann Capital Management, LLC | History | No change | 1,006 | 214 | 0.06% | 0.06% | 1662 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 1,004 | 214 | 0.03% | 0.03% | 1663 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lighthouse Financial LLC | History | No change | 1,004 | 214 | 0.13% | 0.14% | 1664 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 1,000 | 213 | 0.03% | 0.31% | 1668 | -10,333 | -91.18% | Q1 2026 | Apr 27, 2026 |
| Charles Schwab Trust Co | History | Reduced | 999 | 213 | 0.01% | 0.03% | 1669 | -1,037 | -50.93% | Q1 2026 | Apr 10, 2026 |
| Hemenway Trust Co LLC | History | New | 1,000 | 213 | 0.02% | — | 1672 | +1,000 | New | Q1 2026 | May 07, 2026 |
| BURNS J W & CO INC/NY | History | No change | 1,000 | 213 | 0.02% | 0.02% | 1666 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| First City Capital Management, Inc. | History | No change | 1,000 | 213 | 0.11% | 0.11% | 1667 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 998 | 213 | 0.05% | 0.05% | 1670 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Gordian Advisors LLC | History | No change | 1,001 | 213 | 0.14% | 0.14% | 1671 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 985 | 210 | 0.14% | 0.14% | 1673 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 979 | 209 | 0.1% | — | 1677 | +979 | New | Q1 2026 | May 14, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 979 | 209 | 0.03% | 0.03% | 1674 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Columbia Asset Management | History | No change | 980 | 209 | 0.04% | 0.04% | 1675 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Monument Capital Management | History | No change | 981 | 209 | 0.05% | 0.05% | 1676 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CONNABLE OFFICE INC | History | No change | 975 | 208 | 0.02% | 0.02% | 1678 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 978 | 208 | 0.13% | 0.12% | 1679 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 970 | 207 | 0.03% | 0.03% | 1680 | +15 | 1.57% | Q1 2026 | Apr 22, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 968 | 206 | 0.02% | 0.02% | 1681 | -270 | -21.81% | Q1 2026 | May 07, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 965 | 206 | 0.13% | 0.13% | 1682 | -42 | -4.17% | Q1 2026 | May 11, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 964 | 205 | 0.24% | 0.26% | 1685 | -435 | -31.09% | Q1 2026 | Apr 28, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 964 | 205 | 0.19% | 0.2% | 1686 | -5 | -0.52% | Q1 2026 | May 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 960 | 205 | 0.09% | 0.09% | 1683 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| City State Bank | History | No change | 962 | 205 | 0.05% | 0.06% | 1684 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vision Capital Management, Inc. | History | No change | 958 | 204 | 0.03% | 0.02% | 1687 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Seneschal Advisors, LLC | History | No change | 953 | 203 | 0.15% | 0.15% | 1688 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Opus Financial Solutions LLC | History | New | 950 | 202 | 0.19% | — | 1690 | +950 | New | Q1 2026 | May 08, 2026 |
| Ledgewood Wealth Advisors, LLC | History | New | 950 | 202 | 0.11% | — | 1691 | +950 | New | Q1 2026 | Apr 13, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 947 | 202 | 0.13% | — | 1692 | +947 | New | Q1 2026 | Apr 09, 2026 |
| Manuka Financial, LLC | History | Reduced | 946 | 202 | 0.12% | 0.14% | 1689 | -122 | -11.42% | Q1 2026 | May 07, 2026 |
| Financial & Tax Architects, LLC | History | New | 943 | 201 | 0.04% | — | 1694 | +943 | New | Q1 2026 | Apr 23, 2026 |
| 360 Financial, Inc. | History | New | 943 | 201 | 0.06% | — | 1695 | +943 | New | Q1 2026 | May 07, 2026 |
| Prasad Wealth Partners, LLC | History | New | 943 | 201 | 0.05% | — | 1697 | +943 | New | Q1 2026 | Apr 27, 2026 |
| Archer Investment Management, LLC | History | New | 943 | 201 | 0.08% | — | 1698 | +943 | New | Q1 2026 | Apr 08, 2026 |
| Global Assets Advisory, LLC | History | New | 942 | 201 | 0.06% | — | 1696 | +942 | New | Q1 2026 | May 01, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 942 | 201 | 0.06% | 0.09% | 1693 | -424 | -31.04% | Q1 2026 | Apr 20, 2026 |
| SYM FINANCIAL Corp | History | Added to | 920 | 196 | 0.02% | 0.01% | 1699 | +225 | 32.37% | Q1 2026 | May 08, 2026 |
| Granite FO LLC | History | Added to | 915 | 195 | 0.12% | 0.1% | 1700 | +2 | 0.22% | Q1 2026 | May 12, 2026 |
| West Branch Capital LLC | History | No change | 900 | 192 | 0.05% | 0.05% | 1701 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 899 | 191 | 0.03% | 0.02% | 1702 | +159 | 21.49% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 879 | 187 | 0.02% | 0.02% | 1703 | -5 | -0.57% | Q1 2026 | Apr 29, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 864 | 184 | 0.01% | 0.01% | 1704 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthCollab, LLC | History | No change | 863 | 184 | 0.08% | 0.07% | 1705 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIMA Wealth Partners, LLC | History | New | 855 | 182 | 0.14% | — | 1706 | +855 | New | Q1 2026 | May 15, 2026 |
| CoreFirst Bank & Trust | History | No change | 854 | 179 | 0.1% | 0.1% | 1707 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 787 | 178 | 0.22% | 0.23% | 1708 | +2 | 0.25% | Q1 2026 | Apr 29, 2026 |
| NFSG Corp | History | Reduced | 821 | 175 | 0.03% | 0.03% | 1709 | -48 | -5.52% | Q1 2026 | May 05, 2026 |
| Advocate Investing Services LLC | History | No change | 800 | 170 | 0.14% | 0.15% | 1710 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 794 | 169 | 0.05% | 0.01% | 1711 | +594 | 297.0% | Q1 2026 | Apr 21, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 787 | 168 | 0.01% | 0.02% | 1712 | -439 | -35.81% | Q1 2026 | Apr 06, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 779 | 166 | 0.11% | 0.11% | 1713 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 772 | 165 | 0.01% | 0.01% | 1714 | +21 | 2.8% | Q1 2026 | May 18, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 763 | 163 | 0.02% | 0.02% | 1715 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 760 | 162 | 0.07% | 0.06% | 1716 | +3 | 0.4% | Q1 2026 | May 07, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 750 | 160 | 0.01% | 0.01% | 1717 | -880 | -53.99% | Q1 2026 | May 21, 2026 |
| DB Fitzpatrick & Co, Inc | History | Reduced | 742 | 158 | 0.14% | 0.14% | 1718 | -23 | -3.01% | Q1 2026 | Apr 27, 2026 |
| Hills Bank & Trust Co | History | No change | 725 | 154 | 0.01% | 0.01% | 1719 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 709 | 151 | 0.02% | 0.07% | 1720 | -1,320 | -65.06% | Q1 2026 | May 14, 2026 |
| UNION SAVINGS BANK | History | No change | 708 | 151 | 0.07% | 0.06% | 1721 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 690 | 148 | 0.0% | 0.0% | 1722 | -265 | -27.75% | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 681 | 146 | 0.11% | 0.14% | 1723 | +2 | 0.29% | Q1 2026 | Apr 02, 2026 |
| Forum Finance Group S.A. | History | New | 835 | 144 | 0.08% | — | 1725 | +835 | New | Q1 2026 | May 07, 2026 |
| Pacifica Partners Inc. | History | Added to | 678 | 144 | 0.05% | 0.06% | 1724 | +23 | 3.51% | Q1 2026 | Apr 09, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 662 | 141 | 0.08% | 0.01% | 1728 | +554 | 512.96% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 664 | 141 | 0.01% | 0.01% | 1726 | +35 | 5.56% | Q1 2026 | Apr 13, 2026 |
| Sellwood Investment Partners LLC | History | No change | 660 | 141 | 0.06% | 0.05% | 1727 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| High Point Wealth Management, LLC | History | No change | 659 | 140 | 0.14% | 0.13% | 1729 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Added to | 652 | 139 | 0.07% | 0.02% | 1731 | +467 | 252.43% | Q1 2026 | Apr 20, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 654 | 139 | 0.06% | 0.06% | 1730 | +66 | 11.22% | Q1 2026 | May 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 649 | 138 | 0.06% | 0.06% | 1732 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 633 | 135 | 0.13% | 0.18% | 1733 | -249 | -28.23% | Q1 2026 | May 05, 2026 |
| Copia Wealth Management | History | Reduced | 626 | 133 | 0.09% | 0.14% | 1734 | -283 | -31.13% | Q1 2026 | May 04, 2026 |
| MilWealth Group LLC | History | No change | 618 | 132 | 0.03% | 0.03% | 1735 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cache Advisors, LLC | History | New | 608 | 129 | 0.01% | — | 1736 | +608 | New | Q1 2026 | Apr 17, 2026 |
| SHP Wealth Management | History | Added to | 602 | 128 | 0.01% | 0.01% | 1738 | +15 | 2.56% | Q1 2026 | May 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 600 | 128 | 0.0% | 0.0% | 1737 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Windsor Advisory Group, LLC | History | No change | 586 | 125 | 0.1% | 0.11% | 1739 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 583 | 124 | 0.07% | 0.07% | 1740 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Collier Financial | History | Added to | 577 | 123 | 0.09% | 0.07% | 1742 | +103 | 21.73% | Q1 2026 | May 11, 2026 |
| Palouse Capital Management, Inc. | History | No change | 577 | 123 | 0.08% | 0.08% | 1741 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 558 | 119 | 0.01% | 0.01% | 1743 | +304 | 119.69% | Q1 2026 | Apr 17, 2026 |
| S&T BANK/PA | History | No change | 550 | 117 | 0.04% | 0.04% | 1744 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Community Financial Services Group, LLC | History | New | 535 | 114 | 0.02% | — | 1746 | +535 | New | Q1 2026 | Apr 08, 2026 |
| ESL Trust Services, LLC | History | No change | 536 | 114 | 0.02% | 0.02% | 1745 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Register Financial Advisors LLC | History | Added to | 526 | 112 | 0.04% | 0.03% | 1747 | +159 | 43.32% | Q1 2026 | Apr 15, 2026 |
| Provident Wealth Management, LLC | History | No change | 516 | 110 | 0.03% | 0.03% | 1748 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 511 | 109 | 0.0% | 0.31% | 1750 | -40,594 | -98.76% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 508 | 109 | 0.01% | 0.01% | 1749 | -330 | -39.38% | Q1 2026 | Apr 27, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 498 | 106 | 0.02% | 0.02% | 1751 | +1 | 0.2% | Q1 2026 | May 08, 2026 |
| United Community Bank | History | Reduced | 492 | 105 | 0.04% | 0.05% | 1752 | -83 | -14.43% | Q1 2026 | Apr 24, 2026 |
| IFG Advisory, LLC | History | Reduced | 487 | 104 | 0.3% | 0.07% | 1753 | -7,124 | -93.6% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 491 | 104 | 0.02% | — | 1754 | +491 | New | Q1 2026 | May 08, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 483 | 103 | 0.05% | 0.05% | 1755 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Key Capital Management, INC | History | Added to | 479 | 102 | 0.07% | 0.04% | 1756 | +289 | 152.11% | Q1 2026 | May 07, 2026 |
| Capital Investment Counsel, Inc | History | No change | 475 | 101 | 0.01% | 0.01% | 1757 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Coston, McIsaac & Partners | History | No change | 470 | 100 | 0.02% | 0.02% | 1758 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 462 | 98 | 0.01% | 0.01% | 1759 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 454 | 97 | 0.07% | 0.12% | 1760 | -299 | -39.71% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 450 | 96 | 0.03% | — | 1761 | +450 | New | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 445 | 95 | 0.09% | 0.09% | 1762 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 443 | 94 | 0.04% | 0.04% | 1763 | -24 | -5.14% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Added to | 439 | 93 | 0.02% | 0.02% | 1764 | +7 | 1.62% | Q1 2026 | Apr 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 431 | 92 | 0.02% | 0.02% | 1765 | -41 | -8.69% | Q1 2026 | May 05, 2026 |
| Burk Holdings LLC | History | New | 418 | 89 | 0.04% | — | 1766 | +418 | New | Q1 2026 | May 07, 2026 |
| Field & Main Bank | History | No change | 400 | 85 | 0.02% | 0.02% | 1767 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 394 | 84 | 0.05% | 0.05% | 1770 | -45 | -10.25% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 390 | 84 | 0.0% | 0.0% | 1768 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 396 | 84 | 0.03% | 0.03% | 1769 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 385 | 82 | 0.0% | — | 1771 | +385 | New | Q1 2026 | Apr 16, 2026 |
| Noble Wealth Management PBC | History | Reduced | 380 | 81 | 0.04% | 0.04% | 1773 | -20 | -5.0% | Q1 2026 | Apr 02, 2026 |
| IFS Advisors, LLC | History | No change | 383 | 81 | 0.04% | 0.04% | 1772 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Investors Research Corp | History | No change | 378 | 80 | 0.02% | 0.01% | 1774 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Catherine Avery Investment Management LLC | History | Reduced | 370 | 79 | 0.04% | 0.07% | 1776 | -222 | -37.5% | Q1 2026 | May 15, 2026 |
| SRH ADVISORS, LLC | History | No change | 370 | 79 | 0.02% | 0.02% | 1775 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 364 | 77 | 0.05% | 0.05% | 1777 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caldwell Trust Co | History | No change | 358 | 76 | 0.01% | 0.01% | 1778 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 326 | 75 | 0.01% | 0.02% | 1779 | -404 | -55.34% | Q1 2026 | May 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 349 | 74 | 0.01% | 0.01% | 1780 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 346 | 73 | 0.06% | — | 1782 | +346 | New | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 344 | 73 | 0.01% | 0.01% | 1781 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Retirement Wealth Solutions LLC | History | New | 338 | 72 | 0.05% | — | 1784 | +338 | New | Q1 2026 | Apr 07, 2026 |
| New Millennium Group LLC | History | No change | 344 | 72 | 0.03% | 0.03% | 1783 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 330 | 70 | 0.01% | 0.0% | 1786 | +195 | 144.44% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 329 | 70 | 0.01% | 0.01% | 1785 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Main Management LLC | History | New | 323 | 69 | 0.01% | — | 1787 | +323 | New | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 316 | 67 | 0.04% | 0.04% | 1789 | +1 | 0.32% | Q1 2026 | Apr 20, 2026 |
| Towne Trust Company, N.A | History | No change | 317 | 67 | 0.02% | 0.02% | 1788 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 309 | 66 | 0.01% | 0.01% | 1790 | -171 | -35.63% | Q1 2026 | Apr 08, 2026 |
| Merrithew & Thorsten Inc | History | Added to | 305 | 65 | 0.06% | 0.07% | 1792 | +1 | 0.33% | Q1 2026 | May 01, 2026 |
| CNB Bank | History | No change | 305 | 65 | 0.03% | 0.03% | 1791 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hickory Point Bank & Trust | History | New | 300 | 64 | 0.04% | — | 1798 | +300 | New | Q1 2026 | Apr 03, 2026 |
| Vision Retirement, LLC | History | Added to | 304 | 64 | 0.02% | 0.01% | 1796 | +126 | 70.79% | Q1 2026 | May 07, 2026 |
| Rossmore Private Capital | History | No change | 302 | 64 | 0.01% | 0.01% | 1793 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 304 | 64 | 0.01% | 0.01% | 1794 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 304 | 64 | 0.05% | 0.03% | 1795 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOM Asset Management Ltd | History | No change | 300 | 64 | 0.02% | 0.02% | 1797 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 293 | 62 | 0.04% | 0.04% | 1799 | -25 | -7.86% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | New | 288 | 61 | 0.01% | — | 1802 | +288 | New | Q1 2026 | May 07, 2026 |
| Piscataqua Savings Bank | History | No change | 290 | 61 | 0.04% | 0.04% | 1800 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Longview Financial Advisors LLC | History | No change | 286 | 61 | 0.03% | 0.03% | 1801 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MRP Capital Investments, LLC | History | New | 282 | 60 | 0.05% | — | 1804 | +282 | New | Q1 2026 | May 14, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 278 | 60 | 0.03% | 0.02% | 1803 | +131 | 89.12% | Q1 2026 | Apr 08, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 275 | 58 | 0.03% | — | 1806 | +275 | New | Q1 2026 | May 08, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 256 | 58 | 0.02% | 0.02% | 1805 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | No change | 269 | 57 | 0.0% | 0.0% | 1807 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 269 | 57 | 0.01% | 0.01% | 1808 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 271 | 57 | 0.01% | 0.01% | 1809 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SITTNER & NELSON, LLC | History | No change | 266 | 56 | 0.02% | 0.02% | 1810 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | No change | 260 | 55 | 0.03% | 0.04% | 1811 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 255 | 53 | 0.02% | 0.02% | 1812 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 247 | 52 | 0.01% | 0.06% | 1813 | -1,009 | -80.33% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 246 | 52 | 0.02% | — | 1816 | +246 | New | Q1 2026 | May 14, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 244 | 52 | 0.07% | 0.05% | 1815 | +60 | 32.61% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | No change | 244 | 52 | 0.01% | 0.01% | 1814 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 243 | 51 | 0.03% | 0.02% | 1818 | -42 | -14.74% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 242 | 51 | 0.01% | 0.01% | 1817 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Trust Asset Management, LLC | History | No change | 236 | 50 | 0.02% | 0.02% | 1819 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Legend Capital Advisors LLC | History | New | 231 | 49 | 0.03% | — | 1822 | +231 | New | Q1 2026 | May 15, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 232 | 49 | 0.02% | 0.02% | 1820 | +1 | 0.43% | Q1 2026 | Apr 10, 2026 |
| Rossby Financial, LCC | History | No change | 232 | 49 | 0.01% | 0.01% | 1821 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 221 | 47 | 0.0% | 0.0% | 1824 | -75 | -25.34% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | Reduced | 222 | 47 | 0.01% | 0.01% | 1826 | -1 | -0.45% | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 223 | 47 | 0.01% | 0.01% | 1827 | +1 | 0.45% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 224 | 47 | 0.01% | 0.01% | 1823 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Richardson Capital Management LLC | History | No change | 223 | 47 | 0.02% | 0.02% | 1825 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 217 | 46 | 0.02% | — | 1828 | +217 | New | Q1 2026 | May 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 213 | 45 | 0.01% | 0.01% | 1829 | +28 | 15.14% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | Reduced | 207 | 44 | 0.01% | 0.01% | 1830 | -36 | -14.81% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 199 | 42 | 0.0% | 0.0% | 1833 | +23 | 13.07% | Q1 2026 | May 04, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 201 | 42 | 0.01% | 0.01% | 1831 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 200 | 42 | 0.02% | 0.02% | 1832 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 192 | 40 | 0.02% | 0.01% | 1834 | +1 | 0.52% | Q1 2026 | May 08, 2026 |
| Davis Capital Management | History | No change | 189 | 40 | 0.03% | 0.03% | 1835 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| RMG Wealth Management LLC | History | New | 170 | 39 | 0.0% | — | 1837 | +170 | New | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 183 | 39 | 0.0% | 0.0% | 1836 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Access Investment Management LLC | History | No change | 180 | 38 | 0.01% | 0.01% | 1838 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 175 | 37 | 0.02% | 0.01% | 1839 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 164 | 35 | 0.01% | 0.01% | 1840 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 160 | 34 | 0.0% | 0.0% | 1841 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 162 | 34 | 0.01% | 0.01% | 1842 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Advisors | History | No change | 146 | 31 | 0.0% | 0.0% | 1843 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 148 | 31 | 0.01% | 0.01% | 1844 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | No change | 144 | 30 | 0.01% | 0.01% | 1845 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 138 | 29 | 0.01% | — | 1847 | +138 | New | Q1 2026 | Apr 20, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 126 | 29 | 0.02% | 0.01% | 1846 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 132 | 28 | 0.01% | 0.01% | 1850 | +13 | 10.92% | Q1 2026 | May 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 135 | 28 | 0.01% | 0.01% | 1848 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Armor Investment Advisors, LLC | History | No change | 135 | 28 | 0.01% | 0.01% | 1849 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 128 | 27 | 0.01% | — | 1853 | +128 | New | Q1 2026 | May 01, 2026 |
| Bell Investment Advisors, Inc | History | No change | 129 | 27 | 0.0% | 0.0% | 1851 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 127 | 27 | 0.01% | 0.01% | 1852 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TANAKA CAPITAL MANAGEMENT INC | History | No change | 123 | 26 | 0.04% | 0.05% | 1854 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 124 | 26 | 0.01% | 0.01% | 1855 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 122 | 26 | 0.02% | 0.02% | 1856 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 128 | 26 | 0.01% | 0.01% | 1857 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 119 | 25 | 0.01% | 0.01% | 1858 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 121 | 25 | 0.02% | 0.02% | 1859 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Motiv8 Investments LLC | History | No change | 115 | 24 | 0.01% | 0.01% | 1860 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 108 | 23 | 0.01% | 0.04% | 1862 | -274 | -71.73% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 112 | 23 | 0.0% | 0.0% | 1861 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 108 | 23 | 0.02% | 0.02% | 1863 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 106 | 22 | 0.01% | 0.01% | 1864 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kilter Group LLC | History | No change | 104 | 22 | 0.01% | 0.01% | 1865 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| one8zero8, LLC | History | Reduced | 100 | 21 | 0.0% | 0.01% | 1870 | -100 | -50.0% | Q1 2026 | May 07, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 99 | 21 | 0.01% | 0.01% | 1872 | +1 | 1.02% | Q1 2026 | May 08, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 100 | 21 | 0.0% | 0.0% | 1866 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Advisors | History | No change | 99 | 21 | 0.0% | 0.0% | 1867 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 21 | 0.0% | 0.0% | 1868 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 100 | 21 | 0.01% | 0.01% | 1869 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 100 | 21 | 0.02% | 0.02% | 1871 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 95 | 20 | 0.0% | 0.0% | 1873 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 96 | 20 | 0.0% | 0.0% | 1874 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Integrity Financial Corp /WA | History | No change | 97 | 20 | 0.01% | 0.01% | 1875 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 91 | 19 | 0.01% | 0.01% | 1876 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 87 | 18 | 0.01% | 0.01% | 1877 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 85 | 18 | 0.01% | 0.01% | 1878 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 77 | 16 | 0.01% | — | 1880 | +77 | New | Q1 2026 | Apr 16, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 77 | 16 | 0.0% | 0.0% | 1879 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 68 | 15 | 0.0% | 0.0% | 1881 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 72 | 15 | 0.0% | 0.0% | 1882 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Evolution Advisers, Inc. | History | No change | 71 | 15 | 0.01% | 0.01% | 1883 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 66 | 14 | 0.01% | 0.01% | 1884 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighMark Wealth Management LLC | History | No change | 62 | 13 | 0.01% | 0.01% | 1885 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 60 | 12 | 0.0% | 0.0% | 1886 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Milestone Investment Advisors LLC | History | No change | 60 | 12 | 0.0% | 0.0% | 1887 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 53 | 11 | 0.0% | 0.02% | 1888 | -1,458 | -96.49% | Q1 2026 | May 06, 2026 |
| Realta Investment Advisors | History | Added to | 55 | 11 | 0.0% | — | 1889 | +52 | 1733.33% | Q1 2026 | Apr 22, 2026 |
| Benson Wealth Management INC | History | No change | 56 | 11 | 0.02% | 0.01% | 1890 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| High Note Wealth, LLC | History | No change | 47 | 10 | 0.0% | 0.0% | 1891 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Intelligent Financial Strategies | History | No change | 50 | 10 | 0.01% | 0.0% | 1892 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Nemes Rush Group LLC | History | No change | 51 | 10 | 0.0% | 0.0% | 1893 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Valued Wealth Advisors LLC | History | No change | 50 | 10 | 0.0% | 0.0% | 1894 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bravera Wealth | History | Reduced | 45 | 9 | 0.0% | 0.0% | 1897 | -1 | -2.17% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 46 | 9 | 0.0% | 0.0% | 1895 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ransom Advisory, Ltd | History | No change | 45 | 9 | 0.0% | 0.0% | 1896 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| BankChampaign, National Association | History | New | 40 | 8 | 0.01% | — | 1899 | +40 | New | Q1 2026 | May 21, 2026 |
| BFSG, LLC | History | No change | 39 | 8 | 0.0% | 0.0% | 1898 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Daytona Street Capital LLC | History | Added to | 35 | 7 | 0.01% | 0.0% | 1905 | +20 | 133.33% | Q1 2026 | Apr 10, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 36 | 7 | 0.01% | 0.01% | 1900 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 33 | 7 | 0.0% | 0.0% | 1901 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 36 | 7 | 0.01% | 0.01% | 1902 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 35 | 7 | 0.0% | 0.0% | 1903 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 34 | 7 | 0.0% | 0.0% | 1904 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 29 | 6 | 0.0% | — | 1908 | +29 | New | Q1 2026 | May 06, 2026 |
| Granite Investment Partners, LLC | History | No change | 29 | 6 | 0.0% | 0.0% | 1906 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 32 | 6 | 0.0% | 0.0% | 1907 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Legacy Bridge, LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 1909 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horizons Wealth Management | History | No change | 25 | 5 | 0.0% | 0.0% | 1910 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 27 | 5 | 0.0% | 0.0% | 1911 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 26 | 5 | 0.0% | 0.0% | 1912 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| United Financial Planning Group LLC | History | Reduced | 20 | 4 | 0.0% | 0.22% | 1918 | -1,737 | -98.86% | Q1 2026 | May 08, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 18 | 4 | 0.0% | 0.0% | 1914 | -22 | -55.0% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 20 | 4 | 0.0% | 0.0% | 1913 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 21 | 4 | 0.0% | 0.0% | 1915 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20 | 4 | 0.0% | 0.0% | 1916 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 23 | 4 | 0.0% | 0.0% | 1917 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fairman Group, LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 1919 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 10Elms LLP | History | Reduced | 14 | 2 | 0.0% | 0.01% | 1921 | -24 | -63.16% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 10 | 2 | 0.0% | 0.0% | 1920 | -1 | -9.09% | Q1 2026 | Apr 28, 2026 |
| Main Street Group, LTD | History | New | 9 | 1 | 0.0% | — | 1925 | +9 | New | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 5 | 1 | 0.0% | — | 1924 | +5 | New | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1922 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hughes Financial Services, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1923 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mizuho Bank, Ltd. | History | Closed out | 0 | 0 | — | 12.02% | — | -480,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Gainplan LLC | History | Closed out | 0 | 0 | — | 16.41% | — | -208,239 | -100.0% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -126,357 | -100.0% | Q1 2026 | May 15, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.21% | — | -77,777 | -100.0% | Q1 2026 | May 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.02% | — | -60,000 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.19% | — | -37,307 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.52% | — | -27,399 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -24,190 | -100.0% | Q1 2026 | May 11, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.87% | — | -24,056 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,060 | -100.0% | Q1 2026 | May 13, 2026 |
| Fiduciary Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.8% | — | -20,822 | -100.0% | Q1 2026 | May 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,268 | -100.0% | Q1 2026 | May 15, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -17,577 | -100.0% | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,651 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Pullen Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.57% | — | -14,161 | -100.0% | Q1 2026 | Apr 15, 2026 |
| J2 Capital Management Inc | History | Closed out | 0 | 0 | — | 1.5% | — | -9,776 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,485 | -100.0% | Q1 2026 | May 21, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,163 | -100.0% | Q1 2026 | Apr 27, 2026 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,919 | -100.0% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Reduced | 2 | 0 | — | 0.01% | — | -6,971 | -99.97% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,542 | -100.0% | Q1 2026 | May 14, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -6,204 | -100.0% | Q1 2026 | May 11, 2026 |
| Brown Miller Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -5,769 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -4,500 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,462 | -100.0% | Q1 2026 | May 14, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,528 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Jacksonville Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -3,142 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,026 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Baron Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,001 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,984 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,842 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -2,759 | -100.0% | Q1 2026 | May 06, 2026 |
| Vulcan Value Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,748 | -100.0% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,283 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,192 | -100.0% | Q1 2026 | May 06, 2026 |
| Evolution Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,098 | -100.0% | Q1 2026 | May 08, 2026 |
| GREENWOOD GEARHART LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,029 | -100.0% | Q1 2026 | May 06, 2026 |
| LJI Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,962 | -100.0% | Q1 2026 | May 04, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -1,776 | -100.0% | Q1 2026 | May 01, 2026 |
| CWS Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,735 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Keudell/Morrison Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -1,654 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,652 | -100.0% | Q1 2026 | May 12, 2026 |
| Journey Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,550 | -100.0% | Q1 2026 | May 05, 2026 |
| Alley Investment Management Company, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,545 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Foundry Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -1,422 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,416 | -100.0% | Q1 2026 | May 14, 2026 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -1,411 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -1,358 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Equita Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,334 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Signature Wealth Management Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,325 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,308 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,291 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,226 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,223 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Closed out | 0 | 0 | — | 0.13% | — | -1,214 | -100.0% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,208 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Financial Advisory Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -1,165 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,151 | -100.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,148 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Northern Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.27% | — | -1,134 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,126 | -100.0% | Q1 2026 | May 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,117 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Old Port Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -1,098 | -100.0% | Q1 2026 | Apr 06, 2026 |
| First Bancorp, Inc /ME/ | History | Closed out | 0 | 0 | — | 0.12% | — | -1,077 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CAPITAL ADVISORS INC/OK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,022 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MLP3, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -1,002 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Tull Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -996 | -100.0% | Q1 2026 | May 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -979 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -971 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Drake & Associates, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -965 | -100.0% | Q1 2026 | May 13, 2026 |
| MANCHESTER FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.04% | — | -957 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GRANDFIELD & DODD, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -955 | -100.0% | Q1 2026 | May 07, 2026 |
| TrustBank | History | Closed out | 0 | 0 | — | 0.07% | — | -800 | -100.0% | Q1 2026 | May 04, 2026 |