iSHARES TRUST - IWF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 29,764,605 | 12,691,628 | 0.76% | 0.78% | 1 | +2,128,431 | 7.7% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 27,668,812 | 11,797,981 | 0.86% | 0.96% | 2 | -352,976 | -1.26% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 8,316,077 | 3,545,975 | 0.19% | 0.2% | 3 | -103,846 | -1.23% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,049,153 | 3,005,758 | 0.35% | 0.41% | 4 | +855 | 0.01% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,663,611 | 2,738,146 | 0.18% | 0.22% | 5 | -832,890 | -11.11% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,474,587 | 2,334,363 | 0.31% | 0.34% | 6 | -85,830 | -1.54% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,348,833 | 2,280,742 | 0.61% | 0.74% | 7 | +81,917 | 1.56% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 4,821,317 | 2,055,809 | 0.31% | 0.38% | 8 | -74,132 | -1.51% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,518,058 | 1,926,499 | 0.36% | 0.42% | 9 | -308,318 | -6.39% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 3,839,355 | 1,637,100 | 0.43% | 0.49% | 10 | +83,696 | 2.23% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,389,212 | 1,445,159 | 0.45% | 0.51% | 11 | -80,815 | -2.33% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,057,823 | 1,303,855 | 0.75% | 0.79% | 12 | -7,069 | -0.23% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,806,999 | 1,196,904 | 1.87% | 2.0% | 13 | +89,862 | 3.31% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Added to | 2,624,582 | 1,119,121 | 3.83% | 3.84% | 14 | +98,830 | 3.91% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,043,098 | 871,176 | 1.17% | 1.32% | 15 | -45,901 | -2.2% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,866,143 | 795,724 | 0.14% | 0.16% | 16 | -158,304 | -7.82% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,798,999 | 767,093 | 11.76% | 12.89% | 17 | +16,109 | 0.9% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,719,384 | 733,145 | 1.02% | 1.15% | 18 | -96,768 | -5.33% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,569,465 | 669,219 | 0.71% | 0.81% | 19 | +6,404 | 0.41% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,502,223 | 639,733 | 0.15% | 0.16% | 20 | +28,824 | 1.96% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 1,384,642 | 590,435 | 4.52% | 4.93% | 21 | +5,920 | 0.43% | Q1 2026 | May 14, 2026 |
| Circle Wealth Management, LLC | History | No change | 1,363,473 | 581,384 | 8.29% | 9.94% | 22 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 1,341,813 | 570,556 | 0.63% | 1.03% | 23 | -566,680 | -29.69% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,190,695 | 563,556 | 0.95% | 0.95% | 24 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,295,446 | 552,378 | 0.01% | 0.01% | 25 | +309,572 | 31.4% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,275,960 | 544,085 | 0.58% | 0.66% | 26 | -6,633 | -0.52% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,255,151 | 535,201 | 0.49% | 0.55% | 27 | -29,035 | -2.26% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,202,796 | 512,872 | 0.09% | 0.11% | 28 | -76,972 | -6.01% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 1,139,188 | 485,830 | 0.69% | 0.67% | 29 | +174,973 | 18.15% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,136,766 | 484,717 | 0.86% | 0.92% | 30 | +63,052 | 5.87% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 1,098,754 | 468,508 | 0.13% | 0.11% | 31 | +176,657 | 19.16% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,134,310 | 468,460 | 0.23% | 0.15% | 32 | +615,334 | 118.57% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,071,975 | 456,467 | 0.61% | — | 33 | +1,071,975 | New | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,028,157 | 438,406 | 1.69% | — | 34 | +1,028,157 | New | Q1 2026 | May 12, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,066,633 | 438,321 | 3.35% | — | 35 | +1,066,633 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 983,920 | 419,543 | 0.77% | 0.58% | 36 | +595,395 | 153.24% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 956,059 | 407,664 | 0.49% | 0.54% | 37 | -22,012 | -2.25% | Q1 2026 | May 14, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 940,582 | 401,064 | 14.3% | 15.66% | 38 | +34,213 | 3.77% | Q1 2026 | May 15, 2026 |
| 71 West Capital Partners | History | Added to | 879,787 | 375,140 | 16.5% | 17.71% | 39 | +66,032 | 8.11% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 813,668 | 346,963 | 0.51% | 0.52% | 40 | +56,491 | 7.46% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 752,881 | 321,028 | 4.6% | 6.23% | 41 | -43,149 | -5.42% | Q1 2026 | May 11, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 2,925,449 | 311,852 | 2.72% | 3.06% | 42 | +2,267,871 | 344.88% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 694,160 | 295,989 | 0.24% | 0.54% | 43 | -119,629 | -14.7% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 604,730 | 286,219 | 1.14% | 1.14% | 44 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 676,607 | 285,516 | 0.41% | 0.44% | 45 | -131,974 | -16.32% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 666,275 | 284,099 | 0.17% | 0.2% | 46 | -282 | -0.04% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 651,929 | 277,982 | 3.41% | 3.91% | 47 | +7,773 | 1.21% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 567,884 | 242,059 | 0.28% | 0.33% | 48 | -16,745 | -2.86% | Q1 2026 | May 13, 2026 |
| 1ST SOURCE BANK | History | Added to | 565,705 | 241,216 | 12.45% | 14.04% | 49 | +375 | 0.07% | Q1 2026 | May 04, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 561,959 | 239,617 | 9.34% | 10.68% | 50 | -8,877 | -1.56% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 538,892 | 229,783 | 2.1% | 3.27% | 51 | -8,882 | -1.62% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 537,253 | 229,084 | 0.28% | 0.27% | 52 | +67,425 | 14.35% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 527,526 | 224,937 | 0.1% | 0.11% | 53 | -14,246 | -2.63% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 515,341 | 219,741 | 1.02% | 0.7% | 54 | +23,236 | 4.72% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 502,077 | 214,088 | 0.35% | 0.35% | 55 | -34,764 | -6.48% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 477,946 | 203,781 | 0.36% | 0.42% | 56 | +11,460 | 2.46% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 471,347 | 200,982 | 0.14% | 0.16% | 57 | -7,457 | -1.56% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 464,576 | 198,095 | 0.96% | 1.19% | 58 | +11,043 | 2.43% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 459,566 | 195,959 | 0.54% | 0.61% | 59 | -67,212 | -12.76% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 458,001 | 195,291 | 0.84% | 0.96% | 60 | -24,210 | -5.02% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 443,490 | 189,104 | 1.23% | 1.36% | 61 | -5,498 | -1.22% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 412,850 | 176,039 | 6.37% | 7.26% | 62 | +2,928 | 0.71% | Q1 2026 | May 07, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 411,399 | 175,420 | 7.43% | 8.02% | 63 | +352 | 0.09% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 408,111 | 174,018 | 0.26% | 0.31% | 64 | -22,550 | -5.24% | Q1 2026 | May 15, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 406,863 | 173,486 | 1.2% | 1.57% | 65 | -369,223 | -47.58% | Q1 2026 | May 14, 2026 |
| Stairway Partners, LLC | History | Added to | 400,768 | 170,887 | 8.85% | 9.69% | 66 | +5,101 | 1.29% | Q1 2026 | Apr 02, 2026 |
| MAI Capital Management | History | Reduced | 393,112 | 167,622 | 0.95% | 1.07% | 67 | -87 | -0.02% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 378,467 | 161,378 | 0.98% | 1.05% | 68 | +16,461 | 4.55% | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | Added to | 360,833 | 153,859 | 8.15% | 9.12% | 69 | +7,850 | 2.22% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 351,081 | 149,701 | 0.79% | 0.99% | 70 | +53,831 | 18.11% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 340,757 | 145,298 | 1.05% | 1.19% | 71 | -24,516 | -6.71% | Q1 2026 | May 15, 2026 |
| Hackensack Meridian Health, Inc. | History | Reduced | 328,400 | 140,029 | 13.21% | 14.54% | 72 | -8,600 | -2.55% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 327,378 | 139,594 | 1.59% | 1.8% | 73 | -18,643 | -5.39% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 326,296 | 139,143 | 0.43% | 0.53% | 74 | -49,584 | -13.19% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 324,321 | 138,290 | 0.05% | 0.06% | 75 | -18,177 | -5.31% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 324,255 | 138,262 | 0.71% | 0.82% | 76 | +9,790 | 3.11% | Q1 2026 | May 08, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 322,599 | 137,556 | 7.41% | 9.53% | 77 | -61,214 | -15.95% | Q1 2026 | May 04, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 317,725 | 135,477 | 5.25% | 5.91% | 78 | +16,514 | 5.48% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 311,547 | 132,929 | 0.27% | 0.25% | 79 | -81,702 | -20.78% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,096,064 | 116,840 | 0.88% | 0.92% | 80 | +840,151 | 328.3% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 273,685 | 116,699 | 0.46% | 0.49% | 81 | +3,189 | 1.18% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 272,057 | 116,004 | 1.39% | 1.48% | 82 | +1,695 | 0.63% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 266,225 | 113,519 | 0.06% | 0.02% | 83 | +163,990 | 160.4% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 266,026 | 113,433 | 0.33% | 0.33% | 84 | +3,008 | 1.14% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 265,688 | 113,289 | 0.53% | 0.6% | 85 | -4,008 | -1.49% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 262,468 | 111,916 | 0.45% | 0.52% | 86 | -3,536 | -1.33% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 261,973 | 111,746 | 1.4% | 1.5% | 87 | +6,534 | 2.56% | Q1 2026 | Apr 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 247,479 | 105,524 | 4.83% | 5.15% | 88 | -1,922 | -0.77% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 243,611 | 103,875 | 1.24% | 1.45% | 89 | -27,440 | -10.12% | Q1 2026 | May 13, 2026 |
| Covenant Partners, LLC | History | No change | 219,004 | 103,654 | 30.31% | 30.31% | 90 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 220,957 | 94,216 | 0.05% | 0.06% | 91 | +13,677 | 6.6% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 205,098 | 87,453 | 0.33% | 0.4% | 92 | +2,180 | 1.07% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 203,878 | 86,934 | 0.22% | 0.26% | 93 | -1,842 | -0.9% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 203,381 | 86,721 | 0.65% | 0.77% | 94 | +2,818 | 1.41% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 202,856 | 86,497 | 0.32% | 0.36% | 95 | -7,799 | -3.7% | Q1 2026 | Apr 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 196,399 | 83,744 | 0.71% | 0.78% | 96 | -28,924 | -12.84% | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 192,689 | 82,162 | 16.07% | 17.72% | 97 | -1,394 | -0.72% | Q1 2026 | Apr 30, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 183,308 | 78,162 | 6.95% | 7.91% | 98 | +1,234 | 0.68% | Q1 2026 | May 01, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 182,248 | 77,710 | 4.95% | 5.66% | 99 | +3,216 | 1.8% | Q1 2026 | Apr 08, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 181,561 | 77,417 | 1.75% | 2.12% | 100 | -12,509 | -6.45% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 179,596 | 76,579 | 0.04% | 0.04% | 101 | +28,595 | 18.94% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 179,317 | 76,468 | 0.05% | 0.06% | 102 | -58,641 | -24.64% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 176,756 | 75,375 | 1.22% | 1.28% | 103 | +45,157 | 34.31% | Q1 2026 | Apr 21, 2026 |
| Americana Partners, LLC | History | Reduced | 175,835 | 74,975 | 1.95% | 2.39% | 104 | -7,939 | -4.32% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 174,613 | 74,454 | 0.4% | 0.49% | 105 | -14,080 | -7.46% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 173,688 | 74,060 | 0.36% | 0.43% | 106 | -2,332 | -1.32% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 171,905 | 73,300 | 6.34% | 7.38% | 107 | -6,667 | -3.73% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 170,683 | 72,685 | 0.14% | 0.16% | 108 | -20,870 | -10.9% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 667,997 | 71,208 | 0.1% | 0.23% | 109 | +318,147 | 90.94% | Q1 2026 | May 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 164,182 | 70,007 | 0.95% | 1.03% | 110 | -7,932 | -4.61% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 162,542 | 69,307 | 0.12% | 0.12% | 111 | +38,601 | 31.14% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 160,548 | 68,457 | 0.01% | 0.02% | 112 | -184,201 | -53.43% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 156,230 | 66,616 | 0.81% | 1.05% | 113 | +661 | 0.42% | Q1 2026 | Apr 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 153,799 | 65,579 | 6.43% | 7.61% | 114 | -13,524 | -8.08% | Q1 2026 | Apr 30, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 152,750 | 65,132 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ellenbecker Investment Group | History | Added to | 149,755 | 63,864 | 8.6% | 9.38% | 116 | +8,137 | 5.75% | Q1 2026 | Apr 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 134,106 | 63,472 | 0.02% | 0.03% | 117 | -99,565 | -42.61% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 143,313 | 61,108 | 0.01% | 0.0% | 118 | +108,079 | 306.75% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 141,645 | 60,397 | 6.86% | 1.03% | 119 | +98,754 | 230.24% | Q1 2026 | Apr 16, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 141,453 | 60,315 | 14.13% | 14.65% | 120 | +7,486 | 5.59% | Q1 2026 | May 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 139,263 | 59,381 | 1.22% | 1.2% | 121 | +12,341 | 9.72% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 125,462 | 59,300 | 0.38% | 0.38% | 122 | +8,447 | 7.22% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 137,906 | 58,803 | 1.4% | 1.2% | 123 | +29,847 | 27.62% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 134,150 | 57,204 | 0.03% | 0.02% | 124 | +38,795 | 40.68% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 134,153 | 57,203 | 0.87% | 0.87% | 125 | +9,950 | 8.01% | Q1 2026 | May 01, 2026 |
| AMG National Trust Bank | History | Added to | 130,501 | 55,645 | 1.21% | 1.42% | 126 | +3,200 | 2.51% | Q1 2026 | May 04, 2026 |
| Cynosure Group, LLC | History | Reduced | 124,790 | 53,210 | 6.65% | 6.05% | 127 | -853 | -0.68% | Q1 2026 | May 13, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 124,627 | 53,140 | 5.41% | 6.03% | 128 | -1,148 | -0.91% | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 124,047 | 52,893 | 1.67% | 2.13% | 129 | +515 | 0.42% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 123,582 | 52,695 | 0.25% | 0.31% | 130 | +9,442 | 8.27% | Q1 2026 | May 04, 2026 |
| Bluesphere Advisors LLC | History | Added to | 122,946 | 52,424 | 18.64% | 17.31% | 131 | +40,251 | 48.67% | Q1 2026 | Apr 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 121,507 | 51,810 | 0.19% | 0.44% | 132 | -121,264 | -49.95% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 121,500 | 51,807 | 0.01% | 0.01% | 133 | +15,358 | 14.47% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Added to | 120,362 | 51,322 | 0.64% | 0.69% | 134 | +4,361 | 3.76% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 119,629 | 51,009 | 0.28% | 0.29% | 135 | +17,223 | 16.82% | Q1 2026 | May 15, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 176,594 | 50,974 | 11.27% | 9.82% | 136 | +21,238 | 13.67% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 118,725 | 50,624 | 0.01% | 0.01% | 137 | +2,929 | 2.53% | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | Added to | 118,431 | 50,498 | 7.55% | 8.26% | 138 | +213 | 0.18% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 118,246 | 50,419 | 0.62% | 0.61% | 139 | +13,977 | 13.4% | Q1 2026 | Apr 20, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 118,212 | 50,405 | 7.31% | 7.91% | 140 | +2,461 | 2.13% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 117,622 | 50,153 | 1.0% | 1.04% | 141 | -2,062 | -1.72% | Q1 2026 | Apr 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 116,600 | 49,718 | 5.0% | 5.64% | 142 | -1,300 | -1.1% | Q1 2026 | Apr 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 116,212 | 49,552 | 0.01% | 0.02% | 143 | -112,943 | -49.29% | Q1 2026 | May 15, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 115,858 | 49,401 | 5.74% | 8.54% | 144 | -40,980 | -26.13% | Q1 2026 | May 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 115,760 | 49,360 | 0.4% | 0.45% | 145 | -451 | -0.39% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 115,731 | 49,347 | 0.13% | 0.17% | 146 | -14,849 | -11.37% | Q1 2026 | May 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 114,564 | 48,850 | 2.63% | 2.89% | 147 | -125 | -0.11% | Q1 2026 | May 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 110,460 | 47,186 | 13.09% | 13.85% | 148 | +3,389 | 3.17% | Q1 2026 | Apr 27, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 110,334 | 47,046 | 0.34% | 0.26% | 149 | +33,677 | 43.93% | Q1 2026 | Apr 14, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 109,277 | 46,593 | 2.24% | 3.2% | 150 | -29,111 | -21.04% | Q1 2026 | Apr 09, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 108,706 | 46,352 | 4.47% | 4.91% | 151 | -2,926 | -2.62% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 106,056 | 45,222 | 0.29% | 0.31% | 152 | +5,195 | 5.15% | Q1 2026 | Apr 27, 2026 |
| E&G Advisors, LP | History | Reduced | 102,464 | 43,640 | 9.71% | 10.91% | 153 | -728 | -0.71% | Q1 2026 | Apr 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 100,267 | 42,753 | 0.89% | 1.01% | 154 | +267 | 0.27% | Q1 2026 | Apr 27, 2026 |
| RMR Wealth Builders | History | Reduced | 99,977 | 42,630 | 3.36% | 3.81% | 155 | -625 | -0.62% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | Reduced | 98,901 | 42,171 | 0.64% | 0.73% | 156 | -2,492 | -2.46% | Q1 2026 | May 08, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 98,265 | 41,900 | 6.09% | 6.39% | 157 | +652 | 0.67% | Q1 2026 | Apr 23, 2026 |
| NorthRock Partners, LLC | History | Added to | 385,930 | 41,140 | 0.66% | 0.79% | 158 | +286,493 | 288.12% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 96,222 | 41,029 | 0.25% | 0.28% | 159 | -599 | -0.62% | Q1 2026 | May 15, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 95,414 | 40,699 | 5.02% | 5.28% | 160 | -964 | -1.0% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 94,256 | 40,190 | 0.32% | 0.39% | 161 | -9,095 | -8.8% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 93,934 | 40,053 | 1.55% | 1.64% | 162 | +1,078 | 1.16% | Q1 2026 | May 12, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 92,599 | 39,484 | 1.08% | 0.95% | 163 | +20,461 | 28.36% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 92,500 | 39,442 | 0.01% | 0.02% | 164 | -121,400 | -56.76% | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | Reduced | 92,370 | 39,386 | 2.12% | 2.35% | 165 | -936 | -1.0% | Q1 2026 | Apr 30, 2026 |
| Winslow Capital Management, LLC | History | Added to | 92,176 | 39,303 | 0.15% | 0.11% | 166 | +21,764 | 30.91% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 92,111 | 39,276 | 0.66% | 0.14% | 167 | +73,763 | 402.02% | Q1 2026 | Apr 21, 2026 |
| Hirtle & Co., LLC | History | Reduced | 91,714 | 39,106 | 1.34% | 1.57% | 168 | -5,907 | -6.05% | Q1 2026 | May 13, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 91,572 | 39,046 | 4.8% | 5.27% | 169 | +296 | 0.32% | Q1 2026 | Apr 10, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 91,513 | 39,020 | 6.24% | 7.44% | 170 | -7,789 | -7.84% | Q1 2026 | Apr 28, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 94,354 | 38,771 | 22.72% | 25.48% | 171 | -3,534 | -3.61% | Q1 2026 | Apr 01, 2026 |
| MetLife Investment Management, LLC | History | Added to | 90,800 | 38,717 | 0.2% | 0.2% | 172 | +4,200 | 4.85% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 89,375 | 38,107 | 0.11% | 0.09% | 173 | +19,459 | 27.83% | Q1 2026 | May 14, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 72,672 | 37,840 | 6.97% | 4.24% | 174 | +28,415 | 64.2% | Q1 2026 | Apr 13, 2026 |
| BTC Capital Management, Inc. | History | Added to | 88,138 | 37,582 | 2.54% | 2.88% | 175 | +936 | 1.07% | Q1 2026 | Apr 20, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 87,739 | 37,411 | 0.03% | 0.03% | 176 | -5,261 | -5.66% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Added to | 86,292 | 36,793 | 1.98% | 1.76% | 177 | +687 | 0.8% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 296,689 | 36,596 | 0.97% | 1.45% | 178 | +224,604 | 311.58% | Q1 2026 | May 14, 2026 |
| Corundum Group, Inc. | History | Added to | 85,429 | 36,426 | 12.17% | 12.09% | 179 | +9,297 | 12.21% | Q1 2026 | Apr 20, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 76,646 | 36,276 | 7.11% | 7.11% | 180 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 76,359 | 36,140 | 0.64% | 0.64% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 84,425 | 35,998 | 0.12% | 0.15% | 182 | -26,914 | -24.17% | Q1 2026 | May 08, 2026 |
| Sanchez Wealth Management Group | History | Added to | 84,186 | 35,896 | 7.76% | 8.25% | 183 | +2,707 | 3.32% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 83,588 | 35,641 | 0.28% | 0.28% | 184 | +125 | 0.15% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 83,370 | 35,548 | 1.49% | 1.76% | 185 | +50 | 0.06% | Q1 2026 | Apr 30, 2026 |
| TSFG, LLC | History | Added to | 82,959 | 35,374 | 5.37% | 5.6% | 186 | +3,815 | 4.82% | Q1 2026 | Apr 27, 2026 |
| Callan Family Office, LLC | History | Reduced | 79,557 | 33,923 | 0.77% | 1.19% | 187 | -37,221 | -31.87% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 79,305 | 33,815 | 0.95% | 0.99% | 188 | -967 | -1.2% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 78,355 | 33,410 | 1.87% | 2.15% | 189 | -2,166 | -2.69% | Q1 2026 | Apr 20, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 77,353 | 32,983 | 0.04% | 0.01% | 190 | +53,292 | 221.49% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 76,057 | 32,430 | 2.48% | 2.65% | 191 | +997 | 1.33% | Q1 2026 | May 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 75,731 | 32,291 | 3.35% | 3.84% | 192 | -269 | -0.35% | Q1 2026 | Apr 13, 2026 |
| Simmons Bank | History | Reduced | 75,072 | 32,010 | 2.14% | 2.45% | 193 | -2,375 | -3.07% | Q1 2026 | Apr 23, 2026 |
| FULTON BANK, N.A. | History | Reduced | 75,016 | 31,986 | 1.13% | 1.26% | 194 | -2,288 | -2.96% | Q1 2026 | Apr 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 74,624 | 31,819 | 0.35% | 0.38% | 195 | +664 | 0.9% | Q1 2026 | May 13, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 74,084 | 31,589 | 3.91% | 4.11% | 196 | -934 | -1.25% | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 73,740 | 31,442 | 4.22% | 5.4% | 197 | -10,075 | -12.02% | Q1 2026 | Apr 08, 2026 |
| Montecito Bank & Trust | History | Reduced | 73,501 | 31,340 | 5.16% | 5.6% | 198 | -715 | -0.96% | Q1 2026 | Apr 16, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 73,279 | 31,246 | 2.61% | 2.71% | 199 | +2,581 | 3.65% | Q1 2026 | May 11, 2026 |
| Newbrook Capital Advisors LP | History | Added to | 73,208 | 31,215 | 5.57% | 1.49% | 200 | +48,036 | 190.83% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 72,767 | 31,027 | 2.26% | 2.65% | 201 | -1,402 | -1.89% | Q1 2026 | May 05, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 71,991 | 30,696 | 2.3% | 2.76% | 202 | -1,681 | -2.28% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 71,603 | 30,531 | 0.5% | 0.68% | 203 | -2,842 | -3.82% | Q1 2026 | May 18, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 71,267 | 30,388 | 16.02% | 16.68% | 204 | +1,748 | 2.51% | Q1 2026 | Apr 28, 2026 |
| SCS Capital Management LLC | History | Reduced | 71,198 | 30,358 | 0.32% | 0.36% | 205 | -760 | -1.06% | Q1 2026 | May 11, 2026 |
| XML Financial, LLC | History | Reduced | 71,032 | 30,287 | 2.44% | 3.1% | 206 | -9,221 | -11.49% | Q1 2026 | Apr 16, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 70,121 | 29,899 | 0.17% | 0.18% | 207 | -25 | -0.04% | Q1 2026 | Apr 22, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 69,729 | 29,732 | 0.66% | 0.73% | 208 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 69,394 | 29,589 | 0.7% | 0.83% | 209 | -2,237 | -3.12% | Q1 2026 | May 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 68,958 | 29,403 | 3.22% | 3.62% | 210 | -2,103 | -2.96% | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 68,950 | 29,400 | 0.82% | 0.89% | 211 | +1,493 | 2.21% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 68,612 | 29,256 | 0.01% | 0.01% | 212 | -6,973 | -9.23% | Q1 2026 | May 06, 2026 |
| Saiph Capital, LLC | History | Reduced | 68,082 | 29,029 | 10.99% | 12.21% | 213 | -3,755 | -5.23% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Reduced | 66,857 | 28,507 | 0.99% | 1.1% | 214 | -1,394 | -2.04% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 66,662 | 28,424 | 0.96% | 1.13% | 215 | -1,222 | -1.8% | Q1 2026 | Apr 17, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 66,442 | 28,330 | 3.52% | 4.02% | 216 | -1,546 | -2.27% | Q1 2026 | May 04, 2026 |
| Black Swift Group, LLC | History | Reduced | 65,873 | 28,088 | 4.92% | 5.42% | 217 | -2,837 | -4.13% | Q1 2026 | Apr 24, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 65,424 | 27,896 | 4.03% | 4.12% | 218 | +348 | 0.53% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 64,606 | 27,547 | 0.58% | 0.59% | 219 | +4,426 | 7.35% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 57,788 | 27,530 | 0.41% | 0.48% | 220 | +6,633 | 12.97% | Q1 2026 | Apr 20, 2026 |
| PFW Advisors LLC | History | Reduced | 64,006 | 27,292 | 8.58% | 9.19% | 221 | -264 | -0.41% | Q1 2026 | Apr 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 62,280 | 26,556 | 0.04% | 0.01% | 222 | +50,480 | 427.8% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 61,417 | 26,188 | 0.28% | 0.33% | 223 | -24 | -0.04% | Q1 2026 | Apr 20, 2026 |
| Affiance Financial, LLC | History | Added to | 61,344 | 26,157 | 4.24% | 3.75% | 224 | +12,064 | 24.48% | Q1 2026 | Apr 14, 2026 |
| CX Institutional | History | Reduced | 60,751 | 25,904 | 0.79% | 1.73% | 225 | -61,538 | -50.32% | Q1 2026 | Apr 06, 2026 |
| Claro Advisors Inc. | History | Added to | 60,568 | 25,826 | 3.11% | 3.89% | 226 | +206 | 0.34% | Q1 2026 | Apr 21, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 60,276 | 25,702 | 4.92% | 5.36% | 227 | +1,001 | 1.69% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 60,264 | 25,696 | 0.14% | 0.11% | 228 | -8,542 | -12.41% | Q1 2026 | Apr 29, 2026 |
| NWAM LLC | History | Reduced | 59,989 | 25,579 | 1.47% | 1.61% | 229 | -948 | -1.56% | Q1 2026 | May 04, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 59,957 | 25,565 | 2.69% | 3.16% | 230 | -1,102 | -1.8% | Q1 2026 | May 11, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 59,742 | 25,474 | 0.4% | 0.43% | 231 | -1,934 | -3.14% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 204,356 | 25,403 | 2.45% | 2.36% | 232 | +155,299 | 316.57% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 59,303 | 25,286 | 1.64% | 1.85% | 233 | -504 | -0.84% | Q1 2026 | Apr 15, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 59,019 | 25,165 | 2.58% | 5.18% | 234 | -55,687 | -48.55% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 58,320 | 25,161 | 0.12% | 0.14% | 235 | +2,195 | 3.91% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Added to | 58,345 | 24,878 | 4.06% | 3.59% | 236 | +10,149 | 21.06% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 57,740 | 24,620 | 0.02% | 0.01% | 237 | +45,446 | 369.66% | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 56,739 | 24,193 | 3.83% | 4.88% | 238 | +962 | 1.72% | Q1 2026 | Apr 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 56,341 | 24,024 | 0.33% | 0.34% | 239 | +5,427 | 10.66% | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | Reduced | 56,319 | 24,014 | 2.0% | 2.31% | 240 | -2,698 | -4.57% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 57,775 | 23,758 | 0.73% | 0.84% | 241 | -1,348 | -2.28% | Q1 2026 | May 11, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 55,455 | 23,645 | 9.4% | 10.43% | 242 | +1,016 | 1.87% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 55,150 | 23,515 | 0.37% | 0.39% | 243 | +7,202 | 15.02% | Q1 2026 | May 04, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 54,820 | 23,375 | 9.32% | 12.15% | 244 | -5,936 | -9.77% | Q1 2026 | May 08, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 54,671 | 23,311 | 0.54% | 0.63% | 245 | -1,190 | -2.13% | Q1 2026 | May 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Added to | 53,483 | 22,805 | 11.84% | 12.91% | 246 | +729 | 1.38% | Q1 2026 | Apr 27, 2026 |
| MOR Wealth Management, LLC | History | Added to | 53,443 | 22,787 | 10.45% | 10.17% | 247 | +6,421 | 13.66% | Q1 2026 | Apr 24, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 52,623 | 22,438 | 1.09% | 0.76% | 248 | +19,328 | 58.05% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,977 | 22,355 | 0.21% | 0.23% | 249 | +5,761 | 12.47% | Q1 2026 | Apr 07, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 52,253 | 22,280 | 0.92% | 1.02% | 250 | -334 | -0.64% | Q1 2026 | Apr 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 52,125 | 22,226 | 1.03% | 1.18% | 251 | -2,582 | -4.72% | Q1 2026 | Apr 29, 2026 |
| LWM ADVISORS INC | History | Added to | 51,740 | 22,062 | 19.14% | 20.7% | 252 | +2,010 | 4.04% | Q1 2026 | Apr 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 51,653 | 22,025 | 2.8% | 3.2% | 253 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 51,321 | 21,883 | 0.16% | 0.17% | 254 | +7,216 | 16.36% | Q1 2026 | Apr 15, 2026 |
| Cooksen Wealth, LLC | History | Added to | 50,991 | 21,742 | 15.79% | 16.4% | 255 | +3,612 | 7.62% | Q1 2026 | Apr 30, 2026 |
| PW Nova Financial Services LLC | History | Added to | 50,953 | 21,726 | 5.45% | 8.96% | 256 | +825 | 1.65% | Q1 2026 | Apr 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 50,876 | 21,693 | 5.88% | 5.77% | 257 | +1,488 | 3.01% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | Reduced | 50,695 | 21,616 | 0.96% | 1.08% | 258 | -167 | -0.33% | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 49,545 | 21,125 | 1.04% | 1.07% | 259 | +3,724 | 8.13% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 49,314 | 21,027 | 1.21% | 1.32% | 260 | -614 | -1.23% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 49,066 | 20,923 | 0.03% | 0.03% | 261 | +11,784 | 31.61% | Q1 2026 | May 06, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 48,749 | 20,786 | 1.48% | 1.68% | 262 | -220 | -0.45% | Q1 2026 | May 06, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 48,539 | 20,694 | 5.2% | 5.51% | 263 | +2,728 | 5.95% | Q1 2026 | Apr 09, 2026 |
| Sonoma Allocations LLC | History | Reduced | 47,935 | 20,657 | 7.13% | 7.93% | 264 | -3,139 | -6.15% | Q1 2026 | May 19, 2026 |
| Haverford Trust Co | History | Reduced | 48,327 | 20,606 | 0.19% | 0.21% | 265 | -2,035 | -4.04% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 48,249 | 20,573 | 0.24% | 0.22% | 266 | +10,320 | 27.21% | Q1 2026 | May 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 48,083 | 20,502 | 1.09% | 1.77% | 267 | -26,828 | -35.81% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | Added to | 47,808 | 20,385 | 0.22% | 0.07% | 268 | +41,899 | 709.07% | Q1 2026 | May 12, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 47,695 | 20,337 | 1.66% | 1.92% | 269 | -271 | -0.56% | Q1 2026 | Apr 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 47,659 | 20,322 | 0.0% | 0.02% | 270 | -271,181 | -85.05% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 47,305 | 20,171 | 0.2% | 0.26% | 271 | +2,171 | 4.81% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 47,039 | 20,057 | 2.69% | 2.87% | 272 | +3,644 | 8.4% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Reduced | 46,978 | 20,031 | 0.68% | 0.8% | 273 | -3,299 | -6.56% | Q1 2026 | Apr 22, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 46,915 | 20,005 | 1.65% | 1.89% | 274 | -837 | -1.75% | Q1 2026 | May 14, 2026 |
| Westshore Wealth, LLC | History | No change | 42,267 | 20,004 | 6.62% | 6.62% | 275 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Keel Point, LLC | History | No change | 42,064 | 19,909 | 1.2% | 1.2% | 276 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 46,553 | 19,850 | 17.43% | 18.72% | 277 | +238 | 0.51% | Q1 2026 | Apr 08, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 46,450 | 19,806 | 1.41% | 1.59% | 278 | -210 | -0.45% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 46,377 | 19,775 | 6.29% | 6.98% | 279 | -851 | -1.8% | Q1 2026 | Apr 27, 2026 |
| Advisor OS, LLC | History | Added to | 46,215 | 19,705 | 1.43% | 1.72% | 280 | +995 | 2.2% | Q1 2026 | May 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 46,009 | 19,618 | 0.3% | 0.32% | 281 | -359 | -0.77% | Q1 2026 | May 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 45,384 | 19,351 | 2.81% | 2.94% | 282 | +5,079 | 12.6% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 45,364 | 19,343 | 0.19% | 0.23% | 283 | -1,025 | -2.21% | Q1 2026 | Apr 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 45,174 | 19,262 | 1.06% | 1.17% | 284 | -1,403 | -3.01% | Q1 2026 | May 14, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 44,885 | 19,138 | 2.18% | 2.19% | 285 | +1,764 | 4.09% | Q1 2026 | Apr 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 44,832 | 19,128 | 2.01% | 0.94% | 286 | +29,806 | 198.36% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 44,101 | 18,804 | 0.24% | 0.28% | 287 | +3,664 | 9.06% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 44,059 | 18,786 | 0.09% | 0.1% | 288 | +7,220 | 19.6% | Q1 2026 | May 13, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 43,487 | 18,542 | 5.21% | 5.92% | 289 | +1,336 | 3.17% | Q1 2026 | Apr 22, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 43,478 | 18,538 | 5.92% | 6.72% | 290 | +3,777 | 9.51% | Q1 2026 | May 04, 2026 |
| One Capital Management, LLC | History | Added to | 43,463 | 18,533 | 0.51% | 0.6% | 291 | +1,663 | 3.98% | Q1 2026 | May 12, 2026 |
| Sylvest Advisors, LLC | History | Added to | 43,223 | 18,430 | 9.8% | 10.46% | 292 | +1,806 | 4.36% | Q1 2026 | Apr 22, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 43,184 | 18,413 | 2.24% | 2.44% | 293 | +2,030 | 4.93% | Q1 2026 | May 05, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 38,322 | 18,192 | 7.22% | 6.35% | 294 | +2,629 | 7.37% | Q1 2026 | Apr 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 42,627 | 18,176 | 0.73% | 0.86% | 295 | -5,635 | -11.68% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 42,586 | 18,158 | 0.45% | 0.49% | 296 | +443 | 1.05% | Q1 2026 | Apr 29, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 42,390 | 18,075 | 6.67% | 7.23% | 297 | +87 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 42,194 | 17,991 | 0.55% | 0.62% | 298 | -2,350 | -5.28% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 42,181 | 17,986 | 0.2% | 0.31% | 299 | -14,844 | -26.03% | Q1 2026 | May 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 41,989 | 17,904 | 3.06% | 3.43% | 300 | -706 | -1.65% | Q1 2026 | May 04, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | Reduced | 41,985 | 17,902 | 14.19% | 16.05% | 301 | -6,620 | -13.62% | Q1 2026 | Apr 30, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 41,409 | 17,656 | 1.95% | 2.2% | 302 | +225 | 0.55% | Q1 2026 | May 14, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 37,249 | 17,630 | 2.33% | 2.33% | 303 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 41,173 | 17,556 | 2.05% | 2.1% | 304 | +25 | 0.06% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 41,126 | 17,536 | 0.6% | 0.41% | 305 | +15,717 | 61.86% | Q1 2026 | May 13, 2026 |
| Nvest Financial, LLC | History | Added to | 41,006 | 17,484 | 6.51% | 7.9% | 306 | +872 | 2.17% | Q1 2026 | Apr 28, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 40,954 | 17,462 | 1.68% | 1.8% | 307 | -119 | -0.29% | Q1 2026 | May 06, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 40,758 | 17,379 | 1.2% | 1.31% | 308 | -209 | -0.51% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 40,637 | 17,327 | 0.24% | 0.28% | 309 | -1,097 | -2.63% | Q1 2026 | Apr 08, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 139,702 | 17,258 | 0.34% | 0.36% | 310 | +105,228 | 305.24% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 40,245 | 17,160 | 0.31% | 0.35% | 311 | -101 | -0.25% | Q1 2026 | May 07, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 40,040 | 17,073 | 3.68% | 4.4% | 312 | -4,237 | -9.57% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 39,717 | 16,934 | 0.31% | 0.35% | 313 | +1,635 | 4.29% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 39,290 | 16,753 | 0.01% | 0.01% | 314 | -8,727 | -18.17% | Q1 2026 | May 12, 2026 |
| Pointe Capital Management LLC | History | Added to | 39,171 | 16,702 | 8.27% | 9.07% | 315 | +527 | 1.36% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 38,862 | 16,570 | 1.01% | 2.11% | 316 | -1,813,336 | -97.9% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 38,238 | 16,304 | 0.5% | 0.36% | 317 | +12,493 | 48.53% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 38,123 | 16,255 | 0.05% | 0.06% | 318 | +5,346 | 16.31% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Reduced | 38,072 | 16,233 | 0.32% | 0.36% | 319 | -1,138 | -2.9% | Q1 2026 | May 13, 2026 |
| Objectivity Squared, LLC | History | Reduced | 37,688 | 16,070 | 10.13% | 10.32% | 320 | -1,285 | -3.3% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Added to | 37,671 | 16,063 | 0.7% | 0.04% | 321 | +36,117 | 2324.13% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 33,839 | 16,016 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Curi Capital, LLC | History | Added to | 37,526 | 16,000 | 0.28% | 0.28% | 323 | +2,936 | 8.49% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 37,046 | 15,796 | 0.15% | 0.17% | 324 | +1,053 | 2.93% | Q1 2026 | May 08, 2026 |
| MidFirst Bank | History | Reduced | 36,930 | 15,746 | 1.3% | 1.42% | 325 | -702 | -1.87% | Q1 2026 | May 15, 2026 |
| WEST BANCORPORATION INC | History | Added to | 36,906 | 15,736 | 7.85% | 7.67% | 326 | +5,986 | 19.36% | Q1 2026 | Apr 23, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 36,020 | 15,358 | 0.22% | 0.26% | 327 | +4,158 | 13.05% | Q1 2026 | May 12, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 35,984 | 15,343 | 3.13% | 3.7% | 328 | -3,621 | -9.14% | Q1 2026 | Apr 14, 2026 |
| Newport Capital Group, LLC | History | Reduced | 35,947 | 15,335 | 9.35% | 10.59% | 329 | -641 | -1.75% | Q1 2026 | May 11, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 35,743 | 15,240 | 3.66% | 3.55% | 330 | +7,048 | 24.56% | Q1 2026 | Apr 24, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 35,659 | 15,205 | 1.8% | 2.41% | 331 | -6,784 | -15.98% | Q1 2026 | Apr 15, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 35,558 | 15,162 | 5.22% | 5.76% | 332 | +1,206 | 3.51% | Q1 2026 | Apr 27, 2026 |
| GM Advisory Group, LLC | History | Reduced | 35,193 | 15,006 | 0.58% | 0.65% | 333 | -122 | -0.35% | Q1 2026 | Apr 28, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 35,150 | 14,987 | 6.76% | 7.46% | 334 | -580 | -1.62% | Q1 2026 | May 05, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 34,919 | 14,889 | 0.41% | 0.47% | 335 | -76 | -0.22% | Q1 2026 | May 07, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 34,714 | 14,802 | 5.27% | 5.94% | 336 | -1,155 | -3.22% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 34,182 | 14,575 | 0.2% | 0.24% | 337 | -2,955 | -7.96% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 34,183 | 14,575 | 0.17% | 0.19% | 338 | -1,100 | -3.12% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 33,958 | 14,479 | 0.34% | 0.37% | 339 | +1,969 | 6.16% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 33,898 | 14,454 | 0.16% | 0.47% | 340 | -47,097 | -58.15% | Q1 2026 | Apr 23, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 33,672 | 14,357 | 5.79% | 6.2% | 341 | -810 | -2.35% | Q1 2026 | May 13, 2026 |
| Grove Bank & Trust | History | Reduced | 33,458 | 14,266 | 1.61% | 1.8% | 342 | -290 | -0.86% | Q1 2026 | Apr 08, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 33,455 | 14,265 | 11.94% | 20.84% | 343 | -34,917 | -51.07% | Q1 2026 | May 01, 2026 |
| American State Bank (Iowa) | History | Added to | 33,076 | 14,103 | 6.77% | 6.88% | 344 | +2,862 | 9.47% | Q1 2026 | Apr 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 32,701 | 13,943 | 0.32% | 0.1% | 345 | +28,462 | 671.43% | Q1 2026 | Apr 27, 2026 |
| Walsh & Associates, LLC | History | Added to | 32,351 | 13,794 | 13.68% | 14.81% | 346 | +613 | 1.93% | Q1 2026 | May 15, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 32,173 | 13,718 | 8.33% | 10.41% | 347 | +47 | 0.15% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 31,933 | 13,616 | 0.01% | 0.01% | 348 | +8,562 | 36.64% | Q1 2026 | Apr 16, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 31,379 | 13,379 | 2.1% | 2.18% | 349 | +2,267 | 7.79% | Q1 2026 | Apr 21, 2026 |
| Narwhal Capital Management | History | Reduced | 31,305 | 13,348 | 0.98% | 1.08% | 350 | -22 | -0.07% | Q1 2026 | Apr 23, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 31,195 | 13,301 | 0.32% | 0.33% | 351 | -1,732 | -5.26% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 31,072 | 13,264 | 0.21% | 0.25% | 352 | -517 | -1.64% | Q1 2026 | Apr 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 31,050 | 13,239 | 4.17% | 5.04% | 353 | -3,262 | -9.51% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 30,802 | 13,134 | 0.24% | 0.26% | 354 | +536 | 1.77% | Q1 2026 | May 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 30,483 | 13,111 | 0.02% | 0.08% | 355 | -72,188 | -70.31% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 30,445 | 12,981 | 0.24% | 0.27% | 356 | -44 | -0.14% | Q1 2026 | Apr 17, 2026 |
| Finley Financial, LLC | History | Added to | 30,085 | 12,828 | 6.01% | 6.49% | 357 | +165 | 0.55% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 30,024 | 12,802 | 1.05% | 1.29% | 358 | -1,910 | -5.98% | Q1 2026 | Apr 08, 2026 |
| STAR Financial Bank | History | Reduced | 30,023 | 12,801 | 6.04% | 10.77% | 359 | -14,519 | -32.6% | Q1 2026 | May 08, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 30,018 | 12,799 | 6.2% | 6.45% | 360 | +1,298 | 4.52% | Q1 2026 | May 12, 2026 |
| Ballast, Inc. | History | Added to | 30,011 | 12,796 | 2.96% | 3.24% | 361 | +805 | 2.76% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 29,968 | 12,778 | 1.59% | 1.97% | 362 | -3,561 | -10.62% | Q1 2026 | Apr 21, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 29,848 | 12,727 | 0.34% | 0.36% | 363 | +475 | 1.62% | Q1 2026 | May 01, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 29,794 | 12,704 | 0.83% | 0.91% | 364 | +847 | 2.93% | Q1 2026 | May 07, 2026 |
| Vanguard National Trust Co | History | New | 29,793 | 12,703 | 0.8% | — | 365 | +29,793 | New | Q1 2026 | May 08, 2026 |
| FDx Advisors, Inc. | History | Reduced | 29,748 | 12,685 | 4.05% | 7.35% | 366 | -721 | -2.37% | Q1 2026 | May 01, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 29,667 | 12,650 | 2.85% | 3.97% | 367 | -7,763 | -20.74% | Q1 2026 | May 13, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 29,560 | 12,604 | 3.28% | 3.88% | 368 | +220 | 0.75% | Q1 2026 | May 11, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 29,309 | 12,497 | 4.52% | 5.39% | 369 | -1,325 | -4.33% | Q1 2026 | Apr 27, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 29,223 | 12,460 | 7.01% | 12.64% | 370 | -18,993 | -39.39% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 29,116 | 12,414 | 0.07% | 0.07% | 371 | +955 | 3.39% | Q1 2026 | Apr 30, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 29,078 | 12,398 | 0.52% | 0.59% | 372 | +558 | 1.96% | Q1 2026 | Apr 30, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 26,066 | 12,337 | 0.82% | 0.82% | 373 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allen Investment Management, LLC | History | Added to | 28,817 | 12,287 | 0.15% | 0.14% | 374 | +1,752 | 6.47% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 28,680 | 12,229 | 0.1% | 0.09% | 375 | +12,197 | 74.0% | Q1 2026 | May 15, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 28,280 | 12,058 | 3.03% | 3.32% | 376 | +807 | 2.94% | Q1 2026 | May 05, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 28,264 | 12,051 | 10.17% | 10.74% | 377 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | Added to | 27,721 | 11,968 | 0.14% | 0.14% | 378 | +687 | 2.54% | Q1 2026 | Apr 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 28,039 | 11,956 | 0.13% | 0.13% | 379 | +8,182 | 41.2% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,647 | 11,788 | 0.16% | 0.18% | 380 | +71 | 0.26% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Reduced | 27,636 | 11,784 | 0.25% | 0.29% | 381 | -7,343 | -20.99% | Q1 2026 | May 07, 2026 |
| Hardy Reed LLC | History | Reduced | 27,634 | 11,783 | 0.86% | 0.93% | 382 | -3 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 27,515 | 11,732 | 0.13% | 0.15% | 383 | -840 | -2.96% | Q1 2026 | Apr 20, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 27,206 | 11,600 | 5.42% | 6.02% | 384 | -62 | -0.23% | Q1 2026 | Apr 09, 2026 |
| Oldfather Financial Services, LLC | History | No change | 24,441 | 11,567 | 3.44% | 3.44% | 385 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 27,124 | 11,565 | 0.17% | 0.17% | 386 | +1,326 | 5.14% | Q1 2026 | Apr 08, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 26,756 | 11,408 | 1.05% | 1.03% | 387 | +2,569 | 10.62% | Q1 2026 | Apr 22, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 26,723 | 11,385 | 0.85% | 0.65% | 388 | +4,262 | 18.98% | Q1 2026 | May 20, 2026 |
| Brickley Wealth Management | History | Reduced | 26,612 | 11,347 | 1.95% | 2.16% | 389 | -437 | -1.62% | Q1 2026 | May 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 26,577 | 11,333 | 0.14% | 0.16% | 390 | -71 | -0.27% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Added to | 26,428 | 11,268 | 0.31% | 0.33% | 391 | +28 | 0.11% | Q1 2026 | Apr 28, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 26,341 | 11,231 | 0.17% | 0.18% | 392 | -321 | -1.2% | Q1 2026 | May 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 26,205 | 11,173 | 0.16% | 0.21% | 393 | -3,464 | -11.68% | Q1 2026 | Apr 09, 2026 |
| Napier Financial, LLC | History | Reduced | 26,172 | 11,159 | 2.56% | 3.1% | 394 | -20 | -0.08% | Q1 2026 | May 05, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 26,129 | 11,141 | 2.94% | 3.45% | 395 | -192 | -0.73% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Added to | 26,101 | 11,129 | 0.41% | 0.53% | 396 | +1,724 | 7.07% | Q1 2026 | May 19, 2026 |
| AlTi Global, Inc. | History | Reduced | 25,953 | 11,066 | 0.24% | 0.27% | 397 | -976 | -3.62% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 25,631 | 10,929 | 0.01% | 0.01% | 398 | +1,256 | 5.15% | Q1 2026 | May 15, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 25,570 | 10,902 | 3.23% | 3.66% | 399 | +12 | 0.05% | Q1 2026 | Apr 24, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 25,548 | 10,893 | 1.52% | 1.71% | 400 | -74 | -0.29% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 25,491 | 10,869 | 0.29% | 0.32% | 401 | -716 | -2.73% | Q1 2026 | May 14, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 23,383 | 10,769 | 6.1% | 6.69% | 402 | +401 | 1.74% | Q1 2026 | Apr 17, 2026 |
| Eukles Asset Management | History | Added to | 25,250 | 10,766 | 4.8% | 4.11% | 403 | +2,934 | 13.15% | Q1 2026 | May 05, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 25,240 | 10,762 | 6.97% | 7.85% | 404 | -567 | -2.2% | Q1 2026 | Apr 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 25,218 | 10,752 | 0.13% | 0.16% | 405 | -406 | -1.58% | Q1 2026 | May 08, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 24,838 | 10,590 | 7.04% | 8.39% | 406 | -2,525 | -9.23% | Q1 2026 | Apr 14, 2026 |
| OFS Enterprise LLC | History | New | 24,681 | 10,524 | 3.09% | — | 407 | +24,681 | New | Q1 2026 | Apr 09, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 23,412 | 10,490 | 0.77% | 1.34% | 408 | -15,028 | -39.09% | Q1 2026 | May 05, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 24,400 | 10,403 | 1.34% | 1.66% | 409 | -767 | -3.05% | Q1 2026 | Apr 17, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 24,168 | 10,305 | 1.34% | 1.51% | 410 | -122 | -0.5% | Q1 2026 | Apr 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 24,144 | 10,295 | 0.34% | 0.37% | 411 | +281 | 1.18% | Q1 2026 | May 14, 2026 |
| CONNING INC. | History | No change | 24,087 | 10,270 | 0.34% | 0.38% | 412 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 24,027 | 10,245 | 1.93% | 2.11% | 413 | +558 | 2.38% | Q1 2026 | Apr 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 24,023 | 10,243 | 1.0% | 1.11% | 414 | +13 | 0.05% | Q1 2026 | Apr 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 23,951 | 10,212 | 0.01% | 0.01% | 415 | -12,422 | -34.15% | Q1 2026 | May 12, 2026 |
| Patten Group, Inc. | History | Reduced | 23,784 | 10,141 | 1.76% | 2.19% | 416 | -1,210 | -4.84% | Q1 2026 | Apr 24, 2026 |
| FLC Capital Advisors | History | Reduced | 23,682 | 10,098 | 1.8% | 2.09% | 417 | -185 | -0.78% | Q1 2026 | May 01, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 23,664 | 10,090 | 2.73% | 3.08% | 418 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 23,314 | 9,941 | 0.37% | 0.52% | 419 | -6,750 | -22.45% | Q1 2026 | Apr 20, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 23,244 | 9,911 | 0.31% | 0.33% | 420 | +556 | 2.45% | Q1 2026 | Apr 24, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 23,152 | 9,871 | 0.44% | 0.4% | 421 | +4,353 | 23.16% | Q1 2026 | May 05, 2026 |
| Presper Financial Architects, LLC | History | Added to | 22,781 | 9,713 | 5.77% | 5.96% | 422 | +517 | 2.32% | Q1 2026 | Apr 29, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 22,757 | 9,703 | 0.57% | 0.63% | 423 | +988 | 4.54% | Q1 2026 | Apr 23, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 22,582 | 9,628 | 0.0% | 0.0% | 424 | +7,474 | 49.47% | Q1 2026 | May 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 22,484 | 9,587 | 1.33% | 1.5% | 425 | -171 | -0.75% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Added to | 22,475 | 9,583 | 0.21% | 0.24% | 426 | +6 | 0.03% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 22,315 | 9,515 | 0.17% | 0.19% | 427 | -419 | -1.84% | Q1 2026 | Apr 10, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 22,186 | 9,460 | 2.37% | 2.75% | 428 | -398 | -1.76% | Q1 2026 | May 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 22,111 | 9,428 | 0.3% | 0.34% | 429 | +1,346 | 6.48% | Q1 2026 | May 06, 2026 |
| Holistic Financial Partners | History | Reduced | 22,098 | 9,422 | 3.5% | 3.87% | 430 | -479 | -2.12% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 21,898 | 9,337 | 0.01% | 0.02% | 431 | -32,758 | -59.93% | Q1 2026 | May 14, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 21,798 | 9,294 | 5.73% | 5.96% | 432 | +1,156 | 5.6% | Q1 2026 | Apr 22, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 21,791 | 9,291 | 3.72% | 3.74% | 433 | +3,486 | 19.04% | Q1 2026 | Apr 30, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 21,746 | 9,272 | 0.87% | 0.85% | 434 | +1,740 | 8.7% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 21,654 | 9,233 | 0.11% | 0.12% | 435 | +147 | 0.68% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Reduced | 21,491 | 9,163 | 0.17% | 0.19% | 436 | -571 | -2.59% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 21,457 | 9,149 | 0.18% | 0.19% | 437 | +729 | 3.52% | Q1 2026 | Apr 14, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 21,410 | 9,129 | 3.74% | 4.3% | 438 | -260 | -1.2% | Q1 2026 | Apr 27, 2026 |
| Next Capital Management LLC | History | Reduced | 21,386 | 9,119 | 2.76% | 3.25% | 439 | -85 | -0.4% | Q1 2026 | May 07, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 21,312 | 9,087 | 1.0% | 1.09% | 440 | -400 | -1.84% | Q1 2026 | Apr 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 21,234 | 9,054 | 0.62% | 0.67% | 441 | +6 | 0.03% | Q1 2026 | May 06, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 20,900 | 8,911 | 0.18% | 0.2% | 442 | +413 | 2.02% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 18,781 | 8,888 | 0.17% | 0.17% | 443 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Community Bank, N.A. | History | Reduced | 20,820 | 8,877 | 1.06% | 1.17% | 444 | -69 | -0.33% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 74,411 | 8,875 | 0.7% | 0.71% | 445 | +56,631 | 318.51% | Q1 2026 | May 01, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 20,807 | 8,872 | 6.75% | 7.41% | 446 | -640 | -2.98% | Q1 2026 | Apr 30, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 20,707 | 8,829 | 0.57% | 0.63% | 447 | -133 | -0.64% | Q1 2026 | Apr 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 20,643 | 8,802 | 1.66% | 1.69% | 448 | -450 | -2.13% | Q1 2026 | May 20, 2026 |
| UMB Bank, n.a. | History | Reduced | 20,564 | 8,768 | 0.12% | 0.14% | 449 | -1,469 | -6.67% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 20,454 | 8,721 | 0.13% | 0.15% | 450 | +963 | 4.94% | Q1 2026 | Apr 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 18,311 | 8,666 | 0.42% | 0.41% | 451 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 20,315 | 8,662 | 5.87% | 6.53% | 452 | +219 | 1.09% | Q1 2026 | Apr 21, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 20,253 | 8,635 | 4.3% | 5.31% | 453 | -225 | -1.1% | Q1 2026 | May 14, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 20,206 | 8,615 | 0.37% | 0.41% | 454 | +399 | 2.01% | Q1 2026 | May 11, 2026 |
| St. Louis Trust Co | History | Added to | 20,082 | 8,562 | 1.0% | 1.07% | 455 | +445 | 2.27% | Q1 2026 | May 14, 2026 |
| POTENTIA WEALTH | History | Added to | 20,036 | 8,543 | 3.3% | 3.46% | 456 | +71 | 0.36% | Q1 2026 | May 11, 2026 |
| Ruggaard & Associates LLC | History | No change | 17,900 | 8,471 | 3.34% | 3.34% | 457 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| World Investment Advisors | History | Added to | 19,850 | 8,464 | 0.14% | 0.1% | 458 | +6,230 | 45.74% | Q1 2026 | Apr 27, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 19,846 | 8,462 | 1.83% | 1.91% | 459 | +1,878 | 10.45% | Q1 2026 | Apr 27, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 19,831 | 8,455 | 6.86% | 7.91% | 460 | -268 | -1.33% | Q1 2026 | May 05, 2026 |
| Sepio Capital, LP | History | Reduced | 19,700 | 8,400 | 0.46% | 0.56% | 461 | -1,872 | -8.68% | Q1 2026 | May 13, 2026 |
| Bawa N Mallick Trust | History | No change | 19,550 | 8,336 | 3.41% | 3.44% | 462 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 19,500 | 8,314 | 0.01% | 0.02% | 463 | -23,900 | -55.07% | Q1 2026 | May 11, 2026 |
| TCW GROUP INC | History | Reduced | 19,470 | 8,302 | 0.06% | 0.21% | 464 | -42,834 | -68.75% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 69,642 | 8,273 | 0.15% | 0.39% | 465 | +52,142 | 297.95% | Q1 2026 | May 01, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 19,349 | 8,250 | 1.81% | 2.05% | 466 | -363 | -1.84% | Q1 2026 | Apr 30, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 19,285 | 8,223 | 0.85% | 0.84% | 467 | +1,024 | 5.61% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 19,035 | 8,116 | 0.11% | 0.14% | 468 | -1,519 | -7.39% | Q1 2026 | May 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 19,016 | 8,108 | 4.18% | 4.46% | 469 | +505 | 2.73% | Q1 2026 | Apr 10, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 18,971 | 8,089 | 1.07% | 1.02% | 470 | +3,396 | 21.8% | Q1 2026 | May 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 18,922 | 8,068 | 0.42% | 0.52% | 471 | -1,509 | -7.39% | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 18,867 | 8,044 | 0.72% | 0.48% | 472 | +1,668 | 9.7% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Added to | 18,788 | 8,011 | 0.47% | 0.52% | 473 | +17 | 0.09% | Q1 2026 | May 11, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 16,912 | 8,004 | 0.74% | 0.72% | 474 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,680 | 7,965 | 0.17% | 0.19% | 475 | -56 | -0.3% | Q1 2026 | May 01, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 18,614 | 7,936 | 0.33% | 0.24% | 477 | +4,688 | 33.66% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 18,612 | 7,936 | 0.41% | 0.49% | 476 | -32 | -0.17% | Q1 2026 | May 07, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 16,559 | 7,929 | 1.51% | 1.61% | 478 | -163 | -0.97% | Q1 2026 | Apr 29, 2026 |
| Osbon Capital Management LLC | History | Reduced | 18,587 | 7,925 | 6.47% | 8.43% | 479 | -446 | -2.34% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 18,546 | 7,907 | 0.13% | 0.16% | 480 | -1,443 | -7.22% | Q1 2026 | Apr 22, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 18,496 | 7,886 | 0.83% | 0.98% | 481 | -119 | -0.64% | Q1 2026 | Apr 20, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 18,428 | 7,857 | 0.2% | 0.23% | 482 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Counterweight Ventures, LLC | History | Reduced | 18,395 | 7,843 | 4.4% | 5.14% | 483 | -977 | -5.04% | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | Reduced | 18,352 | 7,825 | 0.17% | 0.18% | 484 | -10 | -0.05% | Q1 2026 | May 15, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 18,321 | 7,811 | 1.23% | 1.36% | 485 | -129 | -0.7% | Q1 2026 | Apr 13, 2026 |
| Caprock Group, LLC | History | Added to | 18,234 | 7,775 | 0.19% | 0.17% | 486 | +1,230 | 7.23% | Q1 2026 | May 11, 2026 |
| HORAN Wealth, LLC | History | Added to | 16,466 | 7,772 | 0.74% | 0.6% | 487 | +8,233 | 100.0% | Q1 2026 | May 08, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 18,218 | 7,768 | 0.9% | 1.07% | 488 | -17 | -0.09% | Q1 2026 | May 08, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 18,098 | 7,717 | 1.05% | 1.28% | 489 | +4 | 0.02% | Q1 2026 | May 08, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 18,087 | 7,712 | 1.16% | 1.23% | 490 | +91 | 0.51% | Q1 2026 | Apr 21, 2026 |
| Northstar Group, Inc. | History | Reduced | 18,042 | 7,693 | 1.09% | 1.2% | 491 | -610 | -3.27% | Q1 2026 | Apr 28, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 17,973 | 7,663 | 1.53% | 1.76% | 492 | +15 | 0.08% | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | Reduced | 17,725 | 7,558 | 0.15% | 0.17% | 493 | -797 | -4.3% | Q1 2026 | Apr 17, 2026 |
| McAdam, LLC | History | Reduced | 17,687 | 7,541 | 0.34% | 0.39% | 494 | -109 | -0.61% | Q1 2026 | May 08, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 17,674 | 7,536 | 2.73% | 3.05% | 495 | +511 | 2.98% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,667 | 7,533 | 0.15% | 0.17% | 496 | -436 | -2.41% | Q1 2026 | May 14, 2026 |
| Altus Wealth Group LLC | History | Added to | 17,641 | 7,522 | 3.08% | 3.33% | 497 | +17 | 0.1% | Q1 2026 | Apr 27, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 17,516 | 7,468 | 2.31% | 2.45% | 498 | -70 | -0.4% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Reduced | 17,508 | 7,465 | 0.53% | 0.63% | 499 | -1,049 | -5.65% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 17,493 | 7,459 | 0.39% | 0.56% | 500 | -5,405 | -23.6% | Q1 2026 | May 15, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 17,459 | 7,444 | 0.7% | 0.8% | 501 | -158 | -0.9% | Q1 2026 | May 04, 2026 |
| FineMark National Bank & Trust | History | No change | 15,684 | 7,423 | 0.23% | 0.23% | 502 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 17,390 | 7,415 | 2.04% | 2.17% | 503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Monument Capital Management | History | Added to | 17,282 | 7,369 | 1.85% | 2.03% | 504 | +65 | 0.38% | Q1 2026 | Apr 15, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 15,453 | 7,313 | 1.06% | 1.06% | 505 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 17,068 | 7,277 | 0.44% | 0.51% | 506 | -326 | -1.87% | Q1 2026 | May 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 17,056 | 7,272 | 0.24% | 0.25% | 507 | +1,023 | 6.38% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 16,879 | 7,197 | 0.16% | 0.17% | 508 | -553 | -3.17% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 16,873 | 7,194 | 0.09% | 0.1% | 509 | +979 | 6.16% | Q1 2026 | Apr 21, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 16,643 | 7,111 | 0.26% | 0.91% | 510 | +4,627 | 38.51% | Q1 2026 | May 14, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 16,625 | 7,088 | 2.44% | 3.35% | 511 | -3,605 | -17.82% | Q1 2026 | Apr 29, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 16,591 | 7,074 | 2.3% | 1.94% | 512 | +4,296 | 34.94% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 16,560 | 7,061 | 0.49% | 0.32% | 513 | +4,006 | 31.91% | Q1 2026 | May 11, 2026 |
| Opes Wealth Management LLC | History | Reduced | 16,545 | 7,054 | 1.16% | 1.28% | 514 | -20 | -0.12% | Q1 2026 | Apr 28, 2026 |
| Next Level Private LLC | History | Reduced | 16,453 | 7,015 | 1.58% | 2.04% | 515 | -2 | -0.01% | Q1 2026 | Apr 23, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 16,286 | 6,944 | 3.12% | 3.42% | 516 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Calamos Advisors LLC | History | Added to | 16,157 | 6,889 | 0.02% | 0.0% | 517 | +14,346 | 792.16% | Q1 2026 | May 04, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 16,152 | 6,887 | 0.31% | 0.35% | 518 | -1,555 | -8.78% | Q1 2026 | May 11, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 16,126 | 6,876 | 0.96% | 1.13% | 519 | -949 | -5.56% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Reduced | 16,019 | 6,830 | 0.41% | 0.45% | 520 | -121 | -0.75% | Q1 2026 | Apr 28, 2026 |
| Legacy Advisors, LLC | History | Reduced | 16,011 | 6,827 | 0.8% | 0.82% | 521 | -167 | -1.03% | Q1 2026 | May 05, 2026 |
| Mathes Company, Inc. | History | No change | 16,000 | 6,822 | 2.49% | 2.7% | 522 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 15,978 | 6,813 | 1.86% | 2.27% | 523 | -57 | -0.36% | Q1 2026 | Apr 09, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 15,826 | 6,747 | 5.43% | 5.74% | 524 | +259 | 1.66% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 15,620 | 6,660 | 1.03% | 1.2% | 525 | -2 | -0.01% | Q1 2026 | May 07, 2026 |
| Apriem Advisors | History | Reduced | 15,598 | 6,650 | 0.63% | 0.68% | 526 | -55 | -0.35% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 15,583 | 6,644 | 0.0% | 0.0% | 527 | +3,524 | 29.22% | Q1 2026 | May 05, 2026 |
| EPG Wealth Management LLC | History | Reduced | 15,556 | 6,633 | 1.8% | 1.99% | 528 | -40 | -0.26% | Q1 2026 | May 07, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 15,447 | 6,586 | 2.01% | 2.24% | 529 | -378 | -2.39% | Q1 2026 | Apr 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 15,299 | 6,523 | 1.71% | 1.55% | 530 | +285 | 1.9% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 15,162 | 6,464 | 2.14% | 2.41% | 531 | -192 | -1.25% | Q1 2026 | Apr 09, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 15,124 | 6,448 | 0.47% | 0.51% | 532 | -300 | -1.95% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Reduced | 15,118 | 6,446 | 0.01% | 0.02% | 533 | -1,054 | -6.52% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 15,048 | 6,416 | 0.03% | 0.04% | 534 | -301 | -1.96% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 14,933 | 6,367 | 0.0% | 0.0% | 535 | -6,885 | -31.56% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 15,472 | 6,357 | 0.23% | 0.28% | 536 | +196 | 1.28% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 14,883 | 6,346 | 0.47% | 0.56% | 537 | -878 | -5.57% | Q1 2026 | Apr 16, 2026 |
| Canal Capital Management, LLC | History | Reduced | 14,866 | 6,338 | 0.86% | 1.0% | 538 | -9 | -0.06% | Q1 2026 | Apr 27, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 14,698 | 6,267 | 0.91% | 0.95% | 539 | +737 | 5.28% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | Added to | 14,598 | 6,224 | 0.73% | 0.83% | 540 | +210 | 1.46% | Q1 2026 | Apr 23, 2026 |
| CITY HOLDING CO | History | Reduced | 14,497 | 6,181 | 0.77% | 0.87% | 541 | -495 | -3.3% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 14,461 | 6,166 | 0.49% | 0.51% | 542 | +109 | 0.76% | Q1 2026 | Apr 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 14,444 | 6,158 | 0.77% | — | 543 | +14,444 | New | Q1 2026 | May 18, 2026 |
| CERTUITY, LLC | History | Reduced | 14,385 | 6,133 | 0.4% | 0.54% | 544 | -3,771 | -20.77% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 14,334 | 6,112 | 0.12% | 0.14% | 545 | -1,347 | -8.59% | Q1 2026 | May 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 14,322 | 6,107 | 0.25% | 0.29% | 546 | -179 | -1.23% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 14,310 | 6,101 | 0.07% | 0.08% | 547 | +1,097 | 8.3% | Q1 2026 | May 01, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 14,299 | 6,097 | 0.28% | 0.31% | 548 | -553 | -3.72% | Q1 2026 | Apr 30, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 51,112 | 6,072 | 0.39% | 0.6% | 549 | +32,024 | 167.77% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 14,236 | 6,070 | 0.22% | 0.27% | 550 | -968 | -6.37% | Q1 2026 | May 14, 2026 |
| Opus Capital Group, LLC | History | No change | 14,226 | 6,066 | 0.65% | 0.73% | 551 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 14,210 | 6,059 | 0.32% | 0.34% | 552 | +63 | 0.45% | Q1 2026 | Apr 27, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 14,147 | 6,032 | 3.59% | 4.1% | 553 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Reduced | 14,131 | 6,025 | 0.38% | 1.93% | 554 | -57,748 | -80.34% | Q1 2026 | Apr 23, 2026 |
| Dynamic Financial Group | History | Added to | 14,129 | 6,024 | 4.93% | 5.63% | 555 | +185 | 1.33% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 13,983 | 5,962 | 0.14% | 0.15% | 556 | -607 | -4.16% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 13,940 | 5,944 | 0.09% | 0.1% | 557 | -416 | -2.9% | Q1 2026 | May 12, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 13,914 | 5,932 | 3.39% | 3.73% | 558 | -15 | -0.11% | Q1 2026 | May 13, 2026 |
| First Western Trust Bank | History | Reduced | 13,898 | 5,926 | 0.3% | 0.33% | 559 | -216 | -1.53% | Q1 2026 | May 12, 2026 |
| Eagle Strategies LLC | History | Added to | 13,895 | 5,924 | 0.71% | 0.77% | 560 | +1,201 | 9.46% | Q1 2026 | Apr 20, 2026 |
| Calamos Wealth Management LLC | History | Added to | 13,797 | 5,883 | 0.2% | 0.22% | 561 | +31 | 0.23% | Q1 2026 | May 04, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 13,756 | 5,865 | 1.17% | 1.26% | 562 | +2 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Forum Financial Management, LP | History | Reduced | 13,663 | 5,826 | 0.08% | 0.09% | 563 | -274 | -1.97% | Q1 2026 | Apr 23, 2026 |
| Cove Private Wealth, LLC | History | Added to | 13,589 | 5,794 | 1.32% | 1.05% | 564 | +6,149 | 82.65% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 13,428 | 5,725 | 0.12% | 0.12% | 565 | +1,339 | 11.08% | Q1 2026 | May 07, 2026 |
| XPONANCE LLC | History | Added to | 13,403 | 5,715 | 0.04% | 0.04% | 566 | +864 | 6.89% | Q1 2026 | May 13, 2026 |
| Cadence Bank | History | No change | 12,068 | 5,711 | 0.33% | 0.33% | 567 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 13,380 | 5,705 | 0.27% | 0.34% | 568 | -1,433 | -9.67% | Q1 2026 | Apr 28, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 13,346 | 5,690 | 3.93% | 4.04% | 569 | +20 | 0.15% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Reduced | 13,323 | 5,680 | 0.16% | 0.18% | 570 | -10 | -0.08% | Q1 2026 | May 04, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 13,162 | 5,612 | 2.09% | 2.41% | 571 | -408 | -3.01% | Q1 2026 | Apr 13, 2026 |
| Ducere Wealth Management LLC | History | Added to | 13,050 | 5,564 | 2.21% | 2.31% | 572 | +402 | 3.18% | Q1 2026 | May 11, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 12,987 | 5,537 | 3.67% | 4.13% | 573 | +38 | 0.29% | Q1 2026 | May 04, 2026 |
| DSM CAPITAL PARTNERS LLC | History | Reduced | 12,897 | 5,499 | 0.1% | 0.5% | 574 | -57,742 | -81.74% | Q1 2026 | Apr 29, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 12,896 | 5,498 | 1.31% | 1.42% | 575 | -80 | -0.62% | Q1 2026 | May 13, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | New | 12,890 | 5,496 | 0.8% | — | 576 | +12,890 | New | Q1 2026 | Apr 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 12,821 | 5,466 | 0.27% | 0.28% | 577 | +732 | 6.06% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,799 | 5,457 | 0.13% | 0.15% | 578 | +43 | 0.34% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 12,790 | 5,453 | 1.28% | 1.49% | 579 | -204 | -1.57% | Q1 2026 | Apr 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 12,689 | 5,410 | 1.96% | 2.02% | 580 | -87 | -0.68% | Q1 2026 | May 12, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 12,678 | 5,405 | 3.5% | 4.33% | 581 | -1,244 | -8.94% | Q1 2026 | May 20, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 12,640 | 5,389 | 0.18% | 0.19% | 582 | +240 | 1.94% | Q1 2026 | Apr 22, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 12,603 | 5,373 | 0.29% | 0.33% | 583 | +623 | 5.2% | Q1 2026 | May 11, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 12,563 | 5,356 | 0.51% | 0.57% | 584 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MTM Investment Management, LLC | History | Added to | 12,556 | 5,353 | 1.7% | 1.89% | 585 | +55 | 0.44% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,535 | 5,345 | 0.03% | 0.05% | 586 | -5,058 | -28.75% | Q1 2026 | May 13, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 12,509 | 5,333 | 1.27% | 1.43% | 587 | -550 | -4.21% | Q1 2026 | Apr 29, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 12,373 | 5,275 | 1.86% | 2.22% | 588 | -537 | -4.16% | Q1 2026 | Apr 21, 2026 |
| Bollard Group LLC | History | Added to | 12,363 | 5,272 | 0.16% | 0.15% | 589 | +11 | 0.09% | Q1 2026 | May 14, 2026 |
| Berman McAleer LLC | History | Reduced | 12,358 | 5,269 | 0.72% | 0.83% | 591 | -408 | -3.2% | Q1 2026 | Apr 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 12,359 | 5,269 | 0.09% | 0.1% | 590 | +82 | 0.67% | Q1 2026 | May 05, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 12,325 | 5,256 | 1.49% | 2.44% | 592 | -5,460 | -30.7% | Q1 2026 | Apr 30, 2026 |
| Jordan Park Group LLC | History | Reduced | 12,320 | 5,253 | 0.28% | 0.37% | 593 | -1,031 | -7.72% | Q1 2026 | May 11, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 12,271 | 5,232 | 1.99% | 1.52% | 594 | +5,650 | 85.33% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 12,247 | 5,222 | 0.29% | 0.33% | 595 | -150 | -1.21% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 12,243 | 5,220 | 0.11% | 0.13% | 596 | +397 | 3.35% | Q1 2026 | Apr 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 12,224 | 5,212 | 0.34% | 0.62% | 597 | -10,100 | -45.24% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,204 | 5,203 | 0.16% | 0.18% | 598 | +115 | 0.95% | Q1 2026 | Apr 08, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Added to | 12,187 | 5,196 | 3.1% | 3.76% | 599 | +27 | 0.22% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Reduced | 12,176 | 5,191 | 0.84% | 0.59% | 600 | -190 | -1.54% | Q1 2026 | Apr 16, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 12,081 | 5,151 | 0.99% | 1.08% | 601 | +110 | 0.92% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 12,063 | 5,143 | 0.53% | 0.59% | 602 | +71 | 0.59% | Q1 2026 | May 11, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 12,044 | 5,135 | 1.67% | 1.88% | 603 | +170 | 1.43% | Q1 2026 | May 04, 2026 |
| W ADVISORS, LLC | History | Reduced | 12,044 | 5,135 | 2.63% | 2.89% | 604 | -97 | -0.8% | Q1 2026 | Apr 29, 2026 |
| Krilogy Financial LLC | History | Reduced | 10,903 | 5,115 | 0.16% | 0.17% | 605 | -2 | -0.02% | Q1 2026 | Apr 17, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 10,804 | 5,113 | 2.67% | 2.67% | 606 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,965 | 5,101 | 0.14% | 0.14% | 607 | +2,736 | 29.65% | Q1 2026 | May 11, 2026 |
| Intrua Financial, LLC | History | Added to | 11,951 | 5,096 | 0.53% | 0.57% | 608 | +522 | 4.57% | Q1 2026 | Apr 23, 2026 |
| Clarius Group, LLC | History | No change | 10,621 | 5,026 | 0.29% | 0.29% | 609 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 11,773 | 5,019 | 1.16% | 1.32% | 610 | -187 | -1.56% | Q1 2026 | Apr 09, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 11,768 | 5,017 | 0.04% | 0.11% | 611 | -17,582 | -59.9% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 11,654 | 4,969 | 0.23% | 0.28% | 612 | +9 | 0.08% | Q1 2026 | Apr 06, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 11,562 | 4,930 | 0.5% | 0.55% | 613 | -127 | -1.09% | Q1 2026 | May 05, 2026 |
| Adirondack Capital Advisors, LLC | History | Reduced | 11,532 | 4,917 | 3.16% | 3.72% | 614 | -150 | -1.28% | Q1 2026 | Apr 09, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 11,515 | 4,909 | 0.29% | 0.34% | 615 | -609 | -5.02% | Q1 2026 | Apr 30, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 11,521 | 4,906 | 1.36% | 1.42% | 616 | -563 | -4.66% | Q1 2026 | Apr 28, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 11,483 | 4,896 | 0.69% | 0.79% | 617 | -600 | -4.97% | Q1 2026 | Apr 13, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 11,452 | 4,883 | 2.52% | 2.61% | 618 | +160 | 1.42% | Q1 2026 | May 06, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 11,450 | 4,882 | 1.64% | 1.82% | 619 | -249 | -2.13% | Q1 2026 | Apr 03, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 11,402 | 4,861 | 0.34% | 0.37% | 620 | +209 | 1.87% | Q1 2026 | May 14, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 11,336 | 4,834 | 0.84% | 0.97% | 621 | -400 | -3.41% | Q1 2026 | May 12, 2026 |
| Disciplined Investments, LLC | History | Reduced | 11,319 | 4,826 | 1.73% | 2.06% | 622 | -3 | -0.03% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 10,057 | 4,815 | 0.11% | 0.12% | 623 | -117 | -1.15% | Q1 2026 | May 04, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 10,090 | 4,790 | 0.18% | 0.16% | 624 | +1,747 | 20.94% | Q1 2026 | Apr 24, 2026 |
| JSF Financial, LLC | History | Reduced | 11,200 | 4,775 | 0.94% | 1.15% | 625 | -544 | -4.63% | Q1 2026 | May 07, 2026 |
| Summa Corp. | History | Added to | 11,190 | 4,771 | 1.97% | 2.24% | 626 | +164 | 1.49% | Q1 2026 | Apr 30, 2026 |
| WESBANCO BANK INC | History | Reduced | 11,189 | 4,770 | 0.13% | 0.15% | 627 | -65 | -0.58% | Q1 2026 | Apr 21, 2026 |
| Avior Wealth Management, LLC | History | Added to | 11,178 | 4,766 | 0.14% | 0.16% | 628 | +276 | 2.53% | Q1 2026 | Apr 09, 2026 |
| DSG Capital Advisors, LLC | History | No change | 11,119 | 4,741 | 0.76% | 0.8% | 629 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VANCE WEALTH, LLC | History | Added to | 11,019 | 4,698 | 1.36% | 1.54% | 630 | +79 | 0.72% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 10,926 | 4,659 | 0.35% | 0.42% | 631 | -859 | -7.29% | Q1 2026 | Apr 14, 2026 |
| DAVIS R M INC | History | Reduced | 10,922 | 4,657 | 0.08% | 0.09% | 632 | -185 | -1.67% | Q1 2026 | May 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 10,887 | 4,642 | 0.04% | 0.04% | 633 | +823 | 8.18% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 10,732 | 4,576 | 0.14% | 0.19% | 634 | +1,937 | 22.02% | Q1 2026 | Apr 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 10,707 | 4,565 | 0.24% | 0.26% | 635 | -154 | -1.42% | Q1 2026 | Apr 29, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 10,675 | 4,551 | 1.89% | 2.07% | 636 | -114 | -1.06% | Q1 2026 | May 06, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 10,673 | 4,550 | 0.29% | 0.31% | 637 | -92 | -0.85% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,592 | 4,516 | 0.07% | 0.08% | 638 | +2,050 | 24.0% | Q1 2026 | May 15, 2026 |
| Verum Partners LLC | History | Reduced | 10,548 | 4,497 | 0.85% | 1.05% | 639 | -510 | -4.61% | Q1 2026 | Apr 15, 2026 |
| Segment Wealth Management, LLC | History | No change | 10,534 | 4,491 | 0.26% | 0.29% | 640 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atlas Brown,Inc. | History | Reduced | 10,475 | 4,466 | 1.34% | 1.49% | 641 | -88 | -0.83% | Q1 2026 | Apr 17, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 10,469 | 4,463 | 1.06% | 1.18% | 642 | -97 | -0.92% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Reduced | 10,427 | 4,445 | 0.05% | 0.18% | 643 | -23,177 | -68.97% | Q1 2026 | Apr 16, 2026 |
| Key FInancial Inc | History | No change | 10,416 | 4,441 | 0.79% | 0.9% | 644 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 18,234 | 4,430 | 0.08% | 0.09% | 645 | +7,412 | 68.49% | Q1 2026 | May 15, 2026 |
| SilverOak Wealth Management LLC | History | No change | 10,390 | 4,430 | 0.7% | 0.77% | 646 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,608 | 4,359 | 0.28% | 0.25% | 647 | -754 | -6.64% | Q1 2026 | Apr 24, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 10,171 | 4,336 | 0.28% | 0.16% | 648 | +2,727 | 36.63% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 10,167 | 4,335 | 0.18% | — | 649 | +10,167 | New | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 10,091 | 4,302 | 0.08% | 0.09% | 650 | -12 | -0.12% | Q1 2026 | May 14, 2026 |
| Tandem Financial, LLC | History | Reduced | 10,081 | 4,298 | 1.37% | 8.95% | 651 | -8,507 | -45.77% | Q1 2026 | May 08, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 10,028 | 4,275 | 1.36% | 1.55% | 652 | -403 | -3.86% | Q1 2026 | Apr 23, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 9,951 | 4,243 | 0.24% | 0.26% | 653 | -51 | -0.51% | Q1 2026 | Apr 21, 2026 |
| CRA Financial Services, LLC | History | Added to | 9,940 | 4,238 | 0.55% | 0.58% | 654 | +605 | 6.48% | Q1 2026 | Apr 09, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 9,922 | 4,231 | 0.07% | 0.08% | 655 | -137 | -1.36% | Q1 2026 | May 11, 2026 |
| Enclave Advisors LLC | History | No change | 9,913 | 4,226 | 0.58% | 0.66% | 656 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 9,892 | 4,217 | 1.11% | 1.18% | 657 | +351 | 3.68% | Q1 2026 | Apr 27, 2026 |
| Permanent Capital Management, LP | History | Added to | 35,079 | 4,183 | 0.65% | 0.81% | 658 | +26,317 | 300.35% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 9,782 | 4,171 | 0.22% | 0.25% | 659 | +4 | 0.04% | Q1 2026 | Apr 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,781 | 4,170 | 0.24% | 0.27% | 660 | +215 | 2.25% | Q1 2026 | Apr 30, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 9,759 | 4,161 | 3.1% | 3.28% | 661 | +117 | 1.21% | Q1 2026 | Apr 17, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 9,755 | 4,159 | 1.3% | 1.33% | 662 | +704 | 7.78% | Q1 2026 | May 01, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 9,738 | 4,152 | 0.26% | 0.3% | 663 | -841 | -7.95% | Q1 2026 | Apr 29, 2026 |
| Sierra Capital LLC | History | No change | 9,718 | 4,144 | 0.45% | 0.49% | 664 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,653 | 4,115 | 0.37% | 0.41% | 665 | -251 | -2.53% | Q1 2026 | Apr 30, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 9,619 | 4,101 | 0.34% | 0.39% | 666 | -185 | -1.89% | Q1 2026 | May 06, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 9,612 | 4,098 | 0.52% | 0.57% | 667 | -263 | -2.66% | Q1 2026 | Apr 07, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 9,605 | 4,095 | 1.19% | 1.37% | 668 | -421 | -4.2% | Q1 2026 | Apr 10, 2026 |
| Centerpoint Advisory Group | History | Added to | 9,602 | 4,094 | 3.08% | 3.48% | 669 | +51 | 0.53% | Q1 2026 | Apr 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 9,601 | 4,093 | 0.42% | 0.5% | 670 | -83 | -0.86% | Q1 2026 | Apr 30, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 9,562 | 4,077 | 1.22% | 1.36% | 671 | -326 | -3.3% | Q1 2026 | Apr 21, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 9,548 | 4,071 | 0.3% | 0.32% | 672 | -88 | -0.91% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 9,523 | 4,060 | 0.06% | 0.07% | 673 | +363 | 3.96% | Q1 2026 | Apr 17, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 9,511 | 4,058 | 0.96% | 1.04% | 674 | +5 | 0.05% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 9,463 | 4,035 | 0.45% | 0.52% | 675 | -506 | -5.08% | Q1 2026 | May 01, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 9,338 | 3,981 | 0.31% | 0.35% | 676 | +387 | 4.32% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 9,156 | 3,953 | 0.08% | 0.09% | 677 | -12 | -0.13% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 9,246 | 3,942 | 0.09% | 0.1% | 678 | -621 | -6.29% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 8,301 | 3,928 | 0.25% | 0.25% | 679 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 9,202 | 3,923 | 0.12% | 0.14% | 680 | -148 | -1.58% | Q1 2026 | Apr 27, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 9,138 | 3,896 | 0.21% | 0.24% | 681 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 9,125 | 3,890 | 1.58% | 1.81% | 682 | +225 | 2.53% | Q1 2026 | Apr 28, 2026 |
| jvl associates llc | History | No change | 9,112 | 3,885 | 1.3% | 1.4% | 683 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 9,108 | 3,883 | 0.15% | 0.16% | 684 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Clark & Stuart, Inc | History | Added to | 9,052 | 3,859 | 2.6% | 2.95% | 685 | +8 | 0.09% | Q1 2026 | Apr 13, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 9,038 | 3,853 | 2.94% | 3.7% | 686 | -231 | -2.49% | Q1 2026 | May 08, 2026 |
| Columbus Macro, LLC | History | Added to | 8,943 | 3,813 | 0.41% | 0.44% | 687 | +390 | 4.56% | Q1 2026 | Apr 21, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 8,922 | 3,804 | 3.48% | 3.69% | 688 | -5 | -0.06% | Q1 2026 | Apr 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 31,648 | 3,792 | 0.05% | 0.05% | 689 | +24,338 | 332.94% | Q1 2026 | May 06, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 8,877 | 3,785 | 1.39% | 1.56% | 690 | -276 | -3.02% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,852 | 3,775 | 0.11% | 0.15% | 691 | -1,783 | -16.77% | Q1 2026 | Apr 21, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 8,812 | 3,757 | 0.07% | 0.08% | 692 | -453 | -4.89% | Q1 2026 | Apr 16, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 8,767 | 3,738 | 0.92% | 1.03% | 693 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 8,753 | 3,732 | 0.49% | 0.6% | 694 | -165 | -1.85% | Q1 2026 | Apr 13, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 8,745 | 3,728 | 3.38% | 4.24% | 695 | -930 | -9.61% | Q1 2026 | May 08, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Added to | 8,736 | 3,725 | 2.44% | 2.32% | 696 | +47 | 0.54% | Q1 2026 | Apr 16, 2026 |
| Regal Investment Advisors LLC | History | Added to | 8,720 | 3,718 | 0.21% | 0.25% | 697 | +3 | 0.03% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 8,706 | 3,712 | 0.01% | 0.02% | 698 | -3,791 | -30.34% | Q1 2026 | May 14, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 8,703 | 3,710 | 0.41% | 0.47% | 699 | -214 | -2.4% | Q1 2026 | Apr 22, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 8,691 | 3,705 | 2.49% | 2.73% | 700 | -120 | -1.36% | Q1 2026 | Apr 17, 2026 |
| GenWealth Group, Inc. | History | Reduced | 8,681 | 3,701 | 0.63% | 0.7% | 701 | -8 | -0.09% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,673 | 3,698 | 0.13% | 0.14% | 702 | +415 | 5.03% | Q1 2026 | Apr 28, 2026 |
| Nolet Wealth Management, LLC | History | No change | 8,672 | 3,697 | 2.1% | 2.29% | 703 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 8,659 | 3,692 | 1.49% | 1.64% | 704 | -88 | -1.01% | Q1 2026 | Apr 08, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 8,654 | 3,690 | 2.38% | 2.88% | 705 | +76 | 0.89% | Q1 2026 | Apr 23, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 8,654 | 3,689 | 0.1% | 0.1% | 706 | +459 | 5.6% | Q1 2026 | Apr 16, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 8,642 | 3,684 | 1.6% | 2.17% | 707 | -1,744 | -16.79% | Q1 2026 | May 01, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 8,639 | 3,683 | 0.38% | 0.35% | 708 | +1,691 | 24.34% | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,599 | 3,666 | 0.19% | 0.24% | 709 | -725 | -7.78% | Q1 2026 | Apr 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 8,579 | 3,658 | 0.66% | 0.77% | 710 | -65 | -0.75% | Q1 2026 | May 11, 2026 |
| Wharton Business Group, LLC | History | Added to | 8,549 | 3,645 | 0.14% | 0.15% | 711 | +95 | 1.12% | Q1 2026 | May 07, 2026 |
| Leo Wealth, LLC | History | Reduced | 8,543 | 3,642 | 0.26% | 0.29% | 712 | -2 | -0.02% | Q1 2026 | May 05, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 8,531 | 3,637 | 0.02% | 0.02% | 713 | -463 | -5.15% | Q1 2026 | May 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 8,429 | 3,594 | 0.59% | 0.68% | 714 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 8,415 | 3,588 | 0.4% | 0.42% | 715 | +490 | 6.18% | Q1 2026 | Apr 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 8,381 | 3,573 | 0.06% | 0.06% | 716 | +104 | 1.26% | Q1 2026 | May 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 8,347 | 3,559 | 0.34% | 0.39% | 717 | -124 | -1.46% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 8,321 | 3,552 | 0.12% | 0.15% | 718 | -593 | -6.65% | Q1 2026 | May 06, 2026 |
| Friday Financial | History | Added to | 8,329 | 3,551 | 1.22% | 1.25% | 719 | +816 | 10.86% | Q1 2026 | Apr 16, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 7,489 | 3,544 | 0.32% | 0.32% | 720 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 8,142 | 3,498 | 0.01% | 0.01% | 721 | +3,356 | 70.12% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 8,147 | 3,474 | 0.3% | 0.31% | 722 | +322 | 4.12% | Q1 2026 | May 15, 2026 |
| MAYPORT, LLC | History | Reduced | 8,140 | 3,470 | 0.65% | 0.85% | 723 | -760 | -8.54% | Q1 2026 | Apr 21, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 8,114 | 3,459 | 2.41% | 1.25% | 724 | +5,265 | 184.8% | Q1 2026 | Apr 22, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 8,108 | 3,457 | 2.34% | 2.63% | 725 | -17 | -0.21% | Q1 2026 | Apr 30, 2026 |
| PAX Financial Group, LLC | History | Reduced | 8,100 | 3,453 | 0.59% | 0.74% | 726 | -1,024 | -11.22% | Q1 2026 | Apr 27, 2026 |
| Independence Bank of Kentucky | History | Added to | 8,003 | 3,412 | 0.43% | 0.42% | 727 | +950 | 13.47% | Q1 2026 | Apr 30, 2026 |
| IFC Advisors LLC | History | Reduced | 7,984 | 3,404 | 0.49% | 0.65% | 728 | -1,437 | -15.25% | Q1 2026 | May 04, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 7,981 | 3,403 | 0.47% | 0.51% | 729 | -231 | -2.81% | Q1 2026 | Apr 09, 2026 |
| SouthState Bank Corp | History | Reduced | 7,978 | 3,401 | 0.16% | 0.17% | 730 | -103 | -1.27% | Q1 2026 | May 05, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 7,975 | 3,400 | 0.7% | 0.8% | 731 | -52 | -0.65% | Q1 2026 | Apr 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 7,969 | 3,397 | 0.04% | 0.04% | 732 | +876 | 12.35% | Q1 2026 | May 11, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 7,959 | 3,393 | 2.44% | 2.6% | 733 | +433 | 5.75% | Q1 2026 | May 07, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 7,933 | 3,382 | 0.16% | 0.17% | 734 | +5 | 0.06% | Q1 2026 | Apr 09, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 7,921 | 3,377 | 0.66% | 0.74% | 735 | +2 | 0.03% | Q1 2026 | May 11, 2026 |
| Trust Point Inc. | History | Added to | 7,889 | 3,363 | 0.29% | 0.22% | 736 | +1,966 | 33.19% | Q1 2026 | Apr 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 7,870 | 3,355 | 0.82% | 0.89% | 737 | +275 | 3.62% | Q1 2026 | Apr 10, 2026 |
| Weaver Capital Management LLC | History | No change | 7,858 | 3,350 | 0.73% | 0.79% | 738 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pachira Investments Inc. | History | Reduced | 7,793 | 3,322 | 1.55% | 1.97% | 739 | -755 | -8.83% | Q1 2026 | Apr 27, 2026 |
| Goodman Financial Corp | History | Reduced | 7,774 | 3,314 | 0.57% | 0.82% | 740 | -1,393 | -15.2% | Q1 2026 | May 06, 2026 |
| Certified Advisory Corp | History | Reduced | 7,756 | 3,307 | 0.3% | 0.34% | 741 | -140 | -1.77% | Q1 2026 | Apr 17, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 7,726 | 3,294 | 0.43% | 0.43% | 742 | +326 | 4.41% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 7,724 | 3,293 | 1.14% | 1.32% | 743 | -52 | -0.67% | Q1 2026 | Apr 23, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 7,714 | 3,289 | 0.18% | 0.22% | 744 | -721 | -8.55% | Q1 2026 | Apr 23, 2026 |
| InvesTrust | History | Reduced | 7,706 | 3,285 | 1.38% | 1.41% | 745 | -20 | -0.26% | Q1 2026 | Apr 07, 2026 |
| Suncoast Equity Management | History | Reduced | 7,701 | 3,283 | 0.39% | 0.38% | 746 | -350 | -4.35% | Q1 2026 | May 08, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 7,699 | 3,282 | 0.02% | 0.02% | 747 | -726 | -8.62% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 7,678 | 3,273 | 0.09% | 0.11% | 748 | -357 | -4.44% | Q1 2026 | May 13, 2026 |
| Brightwater Advisory LLC | History | Reduced | 7,669 | 3,270 | 2.16% | 2.54% | 749 | -289 | -3.63% | Q1 2026 | Apr 30, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 7,655 | 3,264 | 0.81% | 0.98% | 750 | -735 | -8.76% | Q1 2026 | May 05, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 7,607 | 3,243 | 0.78% | 0.94% | 751 | -160 | -2.06% | Q1 2026 | Apr 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 7,586 | 3,234 | 0.26% | 0.28% | 752 | +101 | 1.35% | Q1 2026 | May 15, 2026 |
| Family Capital Management, Inc. | History | Reduced | 7,582 | 3,233 | 1.44% | 1.93% | 753 | -1,599 | -17.42% | Q1 2026 | Apr 22, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 7,577 | 3,230 | 0.2% | 0.24% | 754 | -59 | -0.77% | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,563 | 3,224 | 0.14% | 0.2% | 755 | -1,541 | -16.93% | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 7,538 | 3,214 | 0.03% | 0.03% | 756 | -336 | -4.27% | Q1 2026 | Apr 27, 2026 |
| CIBC Asset Management Inc | History | New | 7,528 | 3,209 | 0.01% | — | 757 | +7,528 | New | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 7,519 | 3,205 | 0.01% | 0.01% | 758 | -659 | -8.06% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 7,452 | 3,205 | 0.05% | 0.06% | 759 | +17 | 0.23% | Q1 2026 | May 14, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 7,515 | 3,204 | 0.97% | 0.79% | 760 | +2,062 | 37.81% | Q1 2026 | Apr 17, 2026 |
| MBL Wealth, LLC | History | Reduced | 7,468 | 3,184 | 0.24% | 0.29% | 761 | -90 | -1.19% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 7,434 | 3,169 | 0.34% | 0.39% | 762 | -585 | -7.3% | Q1 2026 | Apr 15, 2026 |
| Warner Group LLC | History | Added to | 7,431 | 3,168 | 2.07% | 2.05% | 763 | +416 | 5.93% | Q1 2026 | Apr 29, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,393 | 3,152 | 0.02% | 0.02% | 764 | -2,311 | -23.81% | Q1 2026 | Apr 15, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 7,391 | 3,151 | 0.07% | 0.01% | 765 | +6,177 | 508.81% | Q1 2026 | May 15, 2026 |
| Baron Financial Group, LLC | History | Reduced | 7,378 | 3,145 | 1.7% | 1.9% | 766 | -110 | -1.47% | Q1 2026 | Apr 09, 2026 |
| Ehrenkranz Partners L.P. | History | Reduced | 7,359 | 3,138 | 2.48% | 5.12% | 767 | -2,182 | -22.87% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Added to | 7,360 | 3,138 | 0.05% | 0.05% | 768 | +29 | 0.4% | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 7,345 | 3,132 | 0.12% | 0.13% | 769 | +706 | 10.63% | Q1 2026 | Apr 28, 2026 |
| Kapstone Financial Advisors LLC | History | Reduced | 7,333 | 3,126 | 1.53% | 1.73% | 770 | -33 | -0.45% | Q1 2026 | Apr 22, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 7,322 | 3,122 | 0.41% | 0.47% | 771 | -435 | -5.61% | Q1 2026 | Apr 23, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 7,297 | 3,111 | 0.22% | 0.09% | 772 | +5,982 | 454.9% | Q1 2026 | May 15, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 7,288 | 3,107 | 0.69% | 0.77% | 773 | -516 | -6.61% | Q1 2026 | Apr 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,276 | 3,102 | 0.09% | 0.08% | 774 | -45 | -0.61% | Q1 2026 | Apr 21, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 7,271 | 3,100 | 0.35% | 0.37% | 775 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 7,265 | 3,097 | 1.01% | 1.15% | 776 | -362 | -4.75% | Q1 2026 | Apr 21, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 7,256 | 3,093 | 0.28% | — | 777 | +7,256 | New | Q1 2026 | Apr 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 6,529 | 3,090 | 1.05% | 1.05% | 778 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Klingman & Associates, LLC | History | Added to | 7,237 | 3,085 | 0.15% | 0.17% | 779 | +4 | 0.06% | Q1 2026 | May 14, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 7,236 | 3,085 | 0.5% | 0.53% | 780 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Towercrest Capital Management | History | No change | 7,201 | 3,070 | 0.48% | 0.54% | 781 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Indivisible Partners | History | Reduced | 7,194 | 3,068 | 0.27% | 0.39% | 782 | -331 | -4.4% | Q1 2026 | Apr 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 7,173 | 3,058 | 1.1% | 1.22% | 783 | -111 | -1.52% | Q1 2026 | Apr 14, 2026 |
| ProVise Management Group, LLC | History | Reduced | 7,146 | 3,047 | 0.22% | 0.25% | 784 | -160 | -2.19% | Q1 2026 | May 06, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 7,142 | 3,045 | 0.2% | 0.24% | 785 | -969 | -11.95% | Q1 2026 | Apr 29, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 7,116 | 3,034 | 0.42% | 0.51% | 786 | -705 | -9.01% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,087 | 3,022 | 0.13% | 0.12% | 787 | +1,861 | 35.61% | Q1 2026 | Apr 28, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 7,079 | 3,018 | 0.11% | 0.12% | 788 | +46 | 0.65% | Q1 2026 | May 12, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 7,050 | 3,006 | 0.36% | 0.44% | 789 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 7,044 | 3,003 | 0.2% | 0.24% | 790 | -100 | -1.4% | Q1 2026 | Apr 29, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 6,993 | 2,981 | 0.56% | 0.64% | 791 | +2 | 0.03% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 6,970 | 2,972 | 0.1% | 0.14% | 792 | -2,109 | -23.23% | Q1 2026 | May 07, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 6,915 | 2,948 | 0.24% | 0.22% | 793 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LM Advisors LLC | History | Reduced | 1,256 | 2,947 | 0.05% | 0.05% | 794 | -139 | -9.96% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 6,890 | 2,937 | 0.03% | 0.05% | 795 | -2,959 | -30.04% | Q1 2026 | Apr 27, 2026 |
| Cypress Capital Group | History | Reduced | 6,883 | 2,934 | 0.33% | 0.38% | 796 | -360 | -4.97% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Reduced | 6,247 | 2,931 | 0.8% | 0.89% | 797 | -13 | -0.21% | Q1 2026 | Apr 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,872 | 2,930 | 0.21% | 0.22% | 798 | +126 | 1.87% | Q1 2026 | Apr 20, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 6,857 | 2,924 | 0.88% | 1.0% | 799 | +3 | 0.04% | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | Added to | 6,779 | 2,890 | 0.26% | 0.08% | 800 | +4,755 | 234.93% | Q1 2026 | Apr 30, 2026 |
| INVESTED ADVISORS | History | Added to | 6,776 | 2,889 | 2.92% | 3.27% | 801 | +111 | 1.67% | Q1 2026 | Apr 29, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 6,745 | 2,876 | 1.26% | 1.4% | 802 | -263 | -3.75% | Q1 2026 | Apr 23, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 6,738 | 2,873 | 0.39% | 0.44% | 803 | -640 | -8.67% | Q1 2026 | Apr 08, 2026 |
| NFSG Corp | History | Reduced | 6,724 | 2,867 | 0.47% | 0.5% | 804 | -108 | -1.58% | Q1 2026 | May 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 6,700 | 2,856 | 0.01% | — | 805 | +6,700 | New | Q1 2026 | May 15, 2026 |
| General Partner, Inc. | History | No change | 6,696 | 2,855 | 1.74% | 1.8% | 806 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 6,675 | 2,846 | 2.17% | 5.82% | 807 | -10,409 | -60.93% | Q1 2026 | Apr 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 6,674 | 2,845 | 0.09% | 0.02% | 808 | +5,477 | 457.56% | Q1 2026 | Apr 16, 2026 |
| Crewe Advisors LLC | History | Reduced | 6,673 | 2,845 | 0.24% | 0.29% | 809 | -150 | -2.2% | Q1 2026 | May 07, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 6,663 | 2,841 | 1.69% | 2.0% | 810 | -413 | -5.84% | Q1 2026 | Apr 14, 2026 |
| Dentgroup LLC | History | No change | 5,997 | 2,838 | 1.95% | 1.95% | 811 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 26,553 | 2,830 | 0.01% | 0.03% | 812 | -3,332 | -11.15% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Management Group | History | No change | 6,638 | 2,830 | 0.62% | 0.69% | 813 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 6,595 | 2,812 | 0.19% | 0.21% | 814 | -12 | -0.18% | Q1 2026 | May 05, 2026 |
| Texas Bank & Trust Co | History | Reduced | 6,594 | 2,811 | 1.06% | 1.2% | 815 | -378 | -5.42% | Q1 2026 | Apr 30, 2026 |
| FORMULATE FINANCIAL LLC | History | Reduced | 6,560 | 2,797 | 3.45% | 3.68% | 816 | -66 | -1.0% | Q1 2026 | Apr 29, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 6,545 | 2,790 | 0.08% | 0.08% | 817 | +372 | 6.03% | Q1 2026 | May 11, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 6,542 | 2,789 | 1.17% | 1.42% | 818 | -242 | -3.57% | Q1 2026 | May 07, 2026 |
| Cambridge Advisors Inc. | History | Added to | 6,509 | 2,775 | 0.54% | 0.58% | 819 | +25 | 0.39% | Q1 2026 | Apr 16, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 6,487 | 2,765 | 0.15% | 0.18% | 821 | -575 | -8.14% | Q1 2026 | May 06, 2026 |
| Cannell & Spears LLC | History | Reduced | 6,485 | 2,765 | 0.05% | 0.06% | 820 | -168 | -2.53% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,461 | 2,754 | 0.14% | 0.14% | 822 | +601 | 10.26% | Q1 2026 | Apr 23, 2026 |
| HUB Investment Partners, LLC | History | Added to | 6,457 | 2,753 | 0.07% | 0.07% | 823 | +884 | 15.86% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,445 | 2,748 | 0.08% | 0.08% | 824 | +1,655 | 34.55% | Q1 2026 | May 15, 2026 |
| Radnor Capital Management, LLC | History | No change | 6,443 | 2,747 | 0.41% | 0.45% | 825 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 6,437 | 2,745 | 0.07% | 0.01% | 826 | +5,396 | 518.35% | Q1 2026 | May 14, 2026 |
| Cloud Capital Management, LLC | History | Added to | 6,409 | 2,733 | 1.19% | 0.83% | 827 | +2,704 | 72.98% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 6,404 | 2,730 | 0.11% | 0.22% | 830 | +2,138 | 50.12% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 6,404 | 2,730 | 0.11% | 0.12% | 828 | -50 | -0.77% | Q1 2026 | Apr 13, 2026 |
| Stephens Consulting, LLC | History | No change | 5,770 | 2,730 | 0.88% | 0.88% | 829 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Obermeyer Wealth Partners | History | Added to | 6,311 | 2,691 | 0.12% | 0.13% | 831 | +522 | 9.02% | Q1 2026 | Apr 20, 2026 |
| Forum Finance Group S.A. | History | New | 7,767 | 2,676 | 1.45% | — | 832 | +7,767 | New | Q1 2026 | May 07, 2026 |
| Allegheny Financial Group | History | Added to | 6,270 | 2,673 | 0.36% | 0.43% | 833 | +72 | 1.16% | Q1 2026 | Apr 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 6,246 | 2,663 | 0.68% | 0.6% | 834 | +1,761 | 39.26% | Q1 2026 | Apr 06, 2026 |
| ASPIRIANT, LLC | History | Reduced | 6,245 | 2,662 | 0.08% | 0.1% | 835 | -1,446 | -18.8% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 6,242 | 2,661 | 0.21% | 0.24% | 836 | -43 | -0.68% | Q1 2026 | Apr 13, 2026 |
| Able Wealth Management LLC | History | Reduced | 6,239 | 2,660 | 0.71% | 0.94% | 837 | -8 | -0.13% | Q1 2026 | Apr 24, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 6,232 | 2,657 | 0.19% | 0.21% | 838 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,221 | 2,652 | 0.06% | 0.07% | 839 | -500 | -7.44% | Q1 2026 | May 14, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 6,174 | 2,632 | 1.95% | 2.15% | 840 | +21 | 0.34% | Q1 2026 | May 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 6,162 | 2,627 | 0.49% | 0.58% | 841 | +3,049 | 97.94% | Q1 2026 | Apr 29, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 6,144 | 2,619 | 0.05% | 0.06% | 842 | -627 | -9.26% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Reduced | 5,837 | 2,604 | 0.07% | 0.08% | 843 | -14 | -0.24% | Q1 2026 | Apr 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,497 | 2,601 | 0.19% | 0.19% | 844 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 6,075 | 2,590 | 0.23% | 0.25% | 845 | -81 | -1.32% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,030 | 2,571 | 0.0% | 0.0% | 846 | -194 | -3.12% | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 5,423 | 2,566 | 0.17% | 0.17% | 847 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 6,016 | 2,565 | 0.16% | 0.21% | 848 | -922 | -13.29% | Q1 2026 | Apr 27, 2026 |
| Addison Capital Co | History | New | 6,014 | 2,564 | 0.46% | — | 849 | +6,014 | New | Q1 2026 | Apr 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 6,011 | 2,563 | 0.09% | 0.12% | 850 | -1,211 | -16.77% | Q1 2026 | Apr 14, 2026 |
| Auour Investments LLC | History | Reduced | 6,004 | 2,560 | 0.81% | 0.91% | 851 | -25 | -0.41% | Q1 2026 | Apr 20, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,001 | 2,558 | 0.09% | 0.27% | 852 | -10,468 | -63.56% | Q1 2026 | May 14, 2026 |
| Beaton Management Co. Inc. | History | No change | 5,996 | 2,557 | 1.14% | 1.25% | 853 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 7,285 | 2,556 | 0.46% | 0.56% | 854 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 5,989 | 2,553 | 0.45% | 0.24% | 855 | +2,412 | 67.43% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 5,970 | 2,546 | 0.0% | 0.01% | 856 | +250 | 4.37% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,964 | 2,543 | 0.06% | 0.07% | 857 | +213 | 3.7% | Q1 2026 | Apr 07, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 5,962 | 2,542 | 0.04% | 0.04% | 858 | -361 | -5.71% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 5,961 | 2,541 | 0.43% | 0.51% | 859 | -162 | -2.65% | Q1 2026 | Apr 15, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 5,939 | 2,532 | 0.14% | 0.16% | 860 | -380 | -6.01% | Q1 2026 | Apr 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | New | 5,919 | 2,523 | 1.69% | — | 861 | +5,919 | New | Q1 2026 | Apr 27, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 5,913 | 2,521 | 0.34% | 0.42% | 862 | -444 | -6.98% | Q1 2026 | Apr 17, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 5,909 | 2,519 | 1.43% | 1.76% | 863 | -48 | -0.81% | Q1 2026 | Apr 16, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 5,896 | 2,513 | 0.58% | 0.64% | 864 | -27 | -0.46% | Q1 2026 | Apr 17, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 5,857 | 2,497 | 0.06% | 0.06% | 865 | -17 | -0.29% | Q1 2026 | May 13, 2026 |
| GGM Financial LLC | History | Added to | 5,821 | 2,482 | 1.14% | 1.15% | 866 | +818 | 16.35% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,749 | 2,451 | 0.15% | 0.16% | 867 | -1,227 | -17.59% | Q1 2026 | Apr 28, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 5,749 | 2,451 | 0.45% | 0.49% | 868 | -6 | -0.1% | Q1 2026 | May 15, 2026 |
| Norris Financial Group, LLC | History | Reduced | 5,726 | 2,441 | 0.8% | 0.95% | 869 | -162 | -2.75% | Q1 2026 | May 20, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 5,722 | 2,440 | 0.19% | 0.22% | 870 | -200 | -3.38% | Q1 2026 | May 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 5,113 | 2,440 | 0.16% | 0.16% | 871 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 5,720 | 2,438 | 0.06% | 0.07% | 872 | -79 | -1.36% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Co / SC | History | Reduced | 5,707 | 2,433 | 0.33% | 0.36% | 873 | -30 | -0.52% | Q1 2026 | May 12, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 5,675 | 2,419 | 0.3% | 1.05% | 874 | -11,503 | -66.96% | Q1 2026 | Apr 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,669 | 2,417 | 0.18% | 0.2% | 875 | +442 | 8.46% | Q1 2026 | Apr 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,667 | 2,416 | 0.0% | 0.0% | 876 | -2,085 | -26.9% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,659 | 2,412 | 0.04% | 0.04% | 877 | +500 | 9.69% | Q1 2026 | May 13, 2026 |
| Legacy Trust | History | Reduced | 5,659 | 2,412 | 0.46% | 0.54% | 878 | -430 | -7.06% | Q1 2026 | Apr 14, 2026 |
| Index Technologies Group LLC | History | Reduced | 5,644 | 2,406 | 2.62% | 3.35% | 879 | -1,132 | -16.71% | Q1 2026 | Apr 29, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 5,634 | 2,402 | 0.53% | 0.56% | 880 | +499 | 9.72% | Q1 2026 | May 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 19,910 | 2,397 | 0.32% | 1.24% | 881 | +3,087 | 18.35% | Q1 2026 | May 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 5,616 | 2,394 | 0.14% | 0.15% | 882 | -36 | -0.64% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,603 | 2,389 | 0.13% | — | 883 | +5,603 | New | Q1 2026 | Apr 16, 2026 |
| Blankinship & Foster, LLC | History | Added to | 5,589 | 2,383 | 0.53% | 0.57% | 884 | +24 | 0.43% | Q1 2026 | Apr 17, 2026 |
| Detalus Advisors, LLC | History | No change | 5,578 | 2,378 | 0.54% | 0.64% | 885 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Trust Co of the South | History | No change | 5,560 | 2,370 | 0.38% | 0.42% | 886 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,509 | 2,369 | 0.16% | 0.28% | 887 | -3,278 | -37.31% | Q1 2026 | May 01, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 5,557 | 2,369 | 1.17% | 1.32% | 888 | -346 | -5.86% | Q1 2026 | Apr 23, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 5,553 | 2,367 | 0.04% | 0.04% | 889 | +852 | 18.12% | Q1 2026 | May 13, 2026 |
| Trademark Financial Management, LLC | History | Added to | 5,549 | 2,366 | 1.16% | 1.31% | 890 | +528 | 10.52% | Q1 2026 | Apr 27, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 5,543 | 2,363 | 0.62% | 0.74% | 891 | -33 | -0.59% | Q1 2026 | May 11, 2026 |
| Balentine LLC | History | Reduced | 5,535 | 2,360 | 0.1% | 0.1% | 892 | -84 | -1.49% | Q1 2026 | Apr 24, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 5,531 | 2,358 | 1.26% | 1.46% | 893 | -310 | -5.31% | Q1 2026 | Apr 27, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 5,498 | 2,344 | 0.02% | 0.02% | 894 | -61 | -1.1% | Q1 2026 | May 14, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 5,493 | 2,342 | 0.66% | 0.71% | 895 | +263 | 5.03% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 4,963 | 2,338 | 0.15% | 0.35% | 896 | -5,783 | -53.82% | Q1 2026 | Apr 22, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 5,474 | 2,334 | 0.0% | 0.01% | 897 | -25,958 | -82.58% | Q1 2026 | May 13, 2026 |
| LEE DANNER & BASS INC | History | No change | 5,424 | 2,312 | 0.15% | 0.18% | 898 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 5,368 | 2,308 | 0.21% | 0.23% | 899 | -74 | -1.36% | Q1 2026 | May 11, 2026 |
| WELCH & FORBES LLC | History | Reduced | 5,412 | 2,307 | 0.03% | 0.03% | 900 | -77 | -1.4% | Q1 2026 | May 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 5,407 | 2,305 | 0.0% | 0.07% | 901 | -48,273 | -89.93% | Q1 2026 | May 04, 2026 |
| Investment Advisory Group, LLC | History | Added to | 5,401 | 2,303 | 0.59% | 0.66% | 902 | +3 | 0.06% | Q1 2026 | Apr 22, 2026 |
| JP Wealth Management, Inc. | History | No change | 5,400 | 2,302 | 1.56% | 1.81% | 903 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clifford Group, LLC | History | Reduced | 5,365 | 2,287 | 1.76% | 2.01% | 904 | -125 | -2.28% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 4,833 | 2,266 | 0.14% | 0.15% | 905 | +134 | 2.85% | Q1 2026 | Apr 20, 2026 |
| Magnus Financial Group LLC | History | Reduced | 5,308 | 2,263 | 0.18% | 0.21% | 906 | -392 | -6.88% | Q1 2026 | Apr 10, 2026 |
| Sentinel Advisory Group, LLC | History | New | 5,262 | 2,243 | 1.09% | — | 907 | +5,262 | New | Q1 2026 | May 14, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 5,255 | 2,240 | 0.22% | 0.25% | 908 | -120 | -2.23% | Q1 2026 | Apr 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 5,247 | 2,237 | 0.14% | 0.23% | 909 | -2,366 | -31.08% | Q1 2026 | May 05, 2026 |
| Cascade Financial Partners, LLC | History | No change | 5,247 | 2,237 | 0.23% | 0.25% | 910 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 5,243 | 2,235 | 0.35% | 0.39% | 911 | +3 | 0.06% | Q1 2026 | May 07, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 5,228 | 2,229 | 1.77% | 2.04% | 912 | +142 | 2.79% | Q1 2026 | May 05, 2026 |
| Providence Capital Advisors, LLC | History | No change | 5,216 | 2,224 | 0.36% | 0.42% | 913 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 5,206 | 2,219 | 0.32% | 0.36% | 914 | -5 | -0.1% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 4,687 | 2,218 | 0.39% | 0.39% | 915 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hoese & Co LLP | History | No change | 5,201 | 2,217 | 1.65% | 1.75% | 916 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 5,197 | 2,216 | 0.29% | 0.35% | 917 | -142 | -2.66% | Q1 2026 | May 12, 2026 |
| RKL Wealth Management LLC | History | Added to | 5,195 | 2,215 | 0.2% | 0.18% | 918 | +440 | 9.25% | Q1 2026 | Apr 24, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 5,189 | 2,212 | 0.37% | 0.42% | 919 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 5,185 | 2,211 | 0.95% | 1.08% | 920 | -163 | -3.05% | Q1 2026 | May 15, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 5,173 | 2,205 | 0.42% | 0.45% | 921 | +412 | 8.65% | Q1 2026 | May 07, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 5,165 | 2,202 | 1.46% | 1.7% | 922 | -232 | -4.3% | Q1 2026 | May 07, 2026 |
| Caldwell Trust Co | History | Reduced | 5,159 | 2,199 | 0.2% | 0.22% | 923 | -32 | -0.62% | Q1 2026 | Apr 22, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 5,139 | 2,191 | 1.66% | 1.97% | 924 | -473 | -8.43% | Q1 2026 | Apr 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 5,127 | 2,186 | 0.55% | 0.64% | 925 | +335 | 6.99% | Q1 2026 | May 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 5,120 | 2,182 | 0.34% | 0.4% | 926 | +10 | 0.2% | Q1 2026 | May 06, 2026 |
| Cooper Financial Group | History | Reduced | 5,096 | 2,172 | 0.22% | 0.26% | 927 | -151 | -2.88% | Q1 2026 | Apr 07, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 5,093 | 2,171 | 0.97% | 13.74% | 929 | -93,179 | -94.82% | Q1 2026 | Apr 09, 2026 |
| Thomasville National Bank | History | No change | 4,589 | 2,171 | 0.13% | 0.13% | 928 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFG Advisors, LLC | History | Reduced | 5,091 | 2,170 | 0.36% | 0.4% | 930 | -39 | -0.76% | Q1 2026 | Apr 09, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 4,858 | 2,167 | 0.02% | 0.02% | 931 | -900 | -15.63% | Q1 2026 | Apr 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 5,078 | 2,165 | 0.1% | 0.12% | 932 | -692 | -11.99% | Q1 2026 | Apr 21, 2026 |
| Tarbox Family Office, Inc. | History | No change | 5,075 | 2,163 | 0.35% | 0.39% | 933 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 5,072 | 2,162 | 0.59% | 1.03% | 934 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 5,053 | 2,154 | 1.11% | 1.12% | 935 | +429 | 9.28% | Q1 2026 | May 07, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 5,049 | 2,152 | 0.1% | 0.11% | 936 | -87 | -1.69% | Q1 2026 | Apr 09, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 5,041 | 2,149 | 1.17% | 1.44% | 937 | -1 | -0.02% | Q1 2026 | Apr 21, 2026 |
| Great Waters Wealth Management | History | Reduced | 5,029 | 2,144 | 0.23% | 0.26% | 938 | -59 | -1.16% | Q1 2026 | Apr 17, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 5,007 | 2,134 | 0.06% | 0.06% | 939 | +47 | 0.95% | Q1 2026 | May 14, 2026 |
| Veracity Capital LLC | History | Reduced | 4,993 | 2,129 | 0.76% | 0.71% | 940 | -78 | -1.54% | Q1 2026 | Apr 09, 2026 |
| Tranquility Partners, LLC | History | Added to | 4,987 | 2,126 | 0.8% | 0.81% | 941 | +212 | 4.44% | Q1 2026 | Apr 20, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 4,977 | 2,122 | 0.2% | 0.22% | 942 | -64 | -1.27% | Q1 2026 | Apr 02, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 17,115 | 2,114 | 0.93% | 0.93% | 944 | +12,836 | 299.98% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | Reduced | 4,959 | 2,114 | 0.37% | 0.44% | 943 | -19 | -0.38% | Q1 2026 | Apr 15, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 4,952 | 2,111 | 0.78% | 0.95% | 945 | -755 | -13.23% | Q1 2026 | May 04, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 4,950 | 2,110 | 1.64% | 2.02% | 946 | -290 | -5.53% | Q1 2026 | Apr 07, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 4,949 | 2,110 | 0.86% | 0.94% | 947 | -132 | -2.6% | Q1 2026 | May 15, 2026 |
| VeraBank, N.A. | History | Reduced | 4,937 | 2,105 | 0.39% | 0.43% | 948 | -20 | -0.4% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | Added to | 4,933 | 2,103 | 0.16% | 0.18% | 949 | +2,532 | 105.46% | Q1 2026 | Apr 28, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 4,928 | 2,101 | 0.08% | 0.1% | 950 | -574 | -10.43% | Q1 2026 | Apr 16, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 4,915 | 2,095 | 0.03% | 0.05% | 951 | -1,074 | -17.93% | Q1 2026 | May 01, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,898 | 2,088 | 0.23% | 0.27% | 952 | -168 | -3.32% | Q1 2026 | May 05, 2026 |
| Alamar Capital Management, LLC | History | Reduced | 4,895 | 2,087 | 1.27% | 1.31% | 953 | -115 | -2.3% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Reduced | 4,884 | 2,082 | 1.76% | 2.01% | 954 | -17 | -0.35% | Q1 2026 | Apr 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 4,869 | 2,076 | 0.06% | 0.07% | 955 | -72 | -1.46% | Q1 2026 | Apr 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,867 | 2,075 | 0.17% | 0.2% | 956 | -584 | -10.71% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Added to | 4,867 | 2,075 | 0.44% | 0.52% | 957 | +12 | 0.25% | Q1 2026 | May 04, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Reduced | 4,860 | 2,072 | 0.52% | 0.61% | 958 | -100 | -2.02% | Q1 2026 | Apr 15, 2026 |
| Park Place Capital Corp | History | Reduced | 4,855 | 2,070 | 0.42% | 0.71% | 959 | -2,362 | -32.73% | Q1 2026 | Apr 09, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 4,836 | 2,062 | 0.31% | 0.1% | 961 | +3,440 | 246.42% | Q1 2026 | May 01, 2026 |
| Petix & Botte Co | History | No change | 4,838 | 2,062 | 0.46% | 0.52% | 960 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 4,828 | 2,058 | 0.06% | 0.06% | 962 | -35 | -0.72% | Q1 2026 | Apr 10, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 4,817 | 2,053 | 1.65% | 1.87% | 963 | +196 | 4.24% | Q1 2026 | May 01, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 4,784 | 2,039 | 0.43% | 0.48% | 964 | +95 | 2.03% | Q1 2026 | Apr 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 4,758 | 2,028 | 0.71% | 0.81% | 965 | -21 | -0.44% | Q1 2026 | Apr 08, 2026 |
| Zhang Financial LLC | History | Added to | 4,753 | 2,027 | 0.07% | 0.07% | 966 | +671 | 16.44% | Q1 2026 | May 06, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 4,743 | 2,022 | 0.95% | 0.97% | 967 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| Morton Capital Management LLC/CA | History | No change | 4,736 | 2,019 | 0.3% | 0.34% | 968 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bensler, LLC | History | Added to | 4,725 | 2,014 | 0.21% | 0.22% | 969 | +83 | 1.79% | Q1 2026 | May 01, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 4,691 | 2,000 | 0.49% | 0.54% | 970 | -32 | -0.68% | Q1 2026 | May 12, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 4,687 | 1,998 | 0.77% | — | 971 | +4,687 | New | Q1 2026 | Apr 28, 2026 |
| Glassman Wealth Services | History | Reduced | 4,679 | 1,995 | 0.27% | 0.32% | 972 | -344 | -6.85% | Q1 2026 | May 04, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 4,676 | 1,993 | 0.96% | 1.14% | 973 | -64 | -1.35% | Q1 2026 | May 15, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 4,666 | 1,989 | 0.08% | 0.09% | 974 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Insight Inv LLC | History | Reduced | 4,649 | 1,982 | 1.08% | 1.38% | 975 | -550 | -10.58% | Q1 2026 | Apr 27, 2026 |
| Empowered Funds, LLC | History | New | 4,592 | 1,958 | 0.01% | — | 976 | +4,592 | New | Q1 2026 | May 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 4,578 | 1,952 | 0.06% | 0.06% | 977 | +658 | 16.79% | Q1 2026 | Apr 30, 2026 |
| Boston Partners | History | New | 175 | 1,950 | 0.0% | — | 978 | +175 | New | Q1 2026 | May 11, 2026 |
| Clearwave Capital, LLC | History | Reduced | 4,567 | 1,947 | 1.33% | 1.6% | 979 | -22 | -0.48% | Q1 2026 | Apr 29, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,534 | 1,933 | 0.44% | 0.49% | 980 | +55 | 1.23% | Q1 2026 | Apr 27, 2026 |
| Emprise Bank | History | Reduced | 4,509 | 1,922 | 0.77% | 0.9% | 981 | -85 | -1.85% | Q1 2026 | Apr 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 4,500 | 1,918 | 0.14% | 0.24% | 982 | -1,853 | -29.17% | Q1 2026 | Apr 27, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 4,497 | 1,917 | 0.22% | 0.23% | 983 | +33 | 0.74% | Q1 2026 | May 04, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 4,494 | 1,916 | 0.67% | 0.74% | 984 | -25 | -0.55% | Q1 2026 | May 01, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 4,478 | 1,909 | 0.65% | 0.57% | 985 | +375 | 9.14% | Q1 2026 | Apr 08, 2026 |
| INTRUST BANK NA | History | No change | 4,476 | 1,908 | 0.16% | 0.18% | 986 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,473 | 1,907 | 0.15% | 0.17% | 987 | +31 | 0.7% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 4,458 | 1,900 | 0.01% | 0.02% | 988 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 4,445 | 1,895 | 1.44% | — | 990 | +4,445 | New | Q1 2026 | May 14, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 4,277 | 1,895 | 0.52% | 0.59% | 989 | -573 | -11.81% | Q1 2026 | Apr 30, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 4,427 | 1,887 | 0.19% | 0.21% | 991 | +12 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Rossmore Private Capital | History | No change | 4,421 | 1,885 | 0.17% | 0.19% | 992 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 3,982 | 1,884 | 0.45% | 0.47% | 993 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 4,403 | 1,877 | 0.24% | 0.3% | 994 | -903 | -17.02% | Q1 2026 | Apr 10, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 4,393 | 1,873 | 0.24% | 0.25% | 995 | -535 | -10.86% | Q1 2026 | Apr 09, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 4,379 | 1,867 | 0.16% | 0.17% | 996 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asempa Wealth Advisors | History | Reduced | 4,340 | 1,866 | 1.63% | 2.08% | 997 | -754 | -14.8% | Q1 2026 | Apr 08, 2026 |
| HMS Capital Management, LLC | History | No change | 4,371 | 1,863 | 0.72% | 0.86% | 998 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Brown Financial Advisory | History | No change | 4,367 | 1,862 | 0.92% | 1.04% | 999 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 4,360 | 1,859 | 0.7% | 1.02% | 1000 | -1,066 | -19.65% | Q1 2026 | May 14, 2026 |
| Jupiter Wealth Management LLC | History | Added to | 14,940 | 1,857 | 0.73% | 0.75% | 1001 | +11,205 | 300.0% | Q1 2026 | May 14, 2026 |
| Montis Financial, LLC | History | Reduced | 4,355 | 1,857 | 0.38% | 0.42% | 1002 | -127 | -2.83% | Q1 2026 | May 11, 2026 |
| WMS Group LLC | History | Reduced | 4,351 | 1,855 | 2.7% | 3.8% | 1003 | -1,958 | -31.04% | Q1 2026 | Apr 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 4,349 | 1,854 | 0.24% | 0.29% | 1004 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 4,346 | 1,853 | 0.0% | 0.0% | 1005 | -1,742 | -28.61% | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Added to | 4,333 | 1,849 | 0.87% | 0.95% | 1006 | +2 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Fund Evaluation Group, LLC | History | New | 4,336 | 1,848 | 0.06% | — | 1007 | +4,336 | New | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 4,309 | 1,837 | 0.21% | 0.18% | 1008 | +1,156 | 36.66% | Q1 2026 | Apr 17, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 4,308 | 1,836 | 0.6% | 0.68% | 1009 | -29 | -0.67% | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | Reduced | 4,296 | 1,831 | 0.07% | 0.08% | 1010 | -369 | -7.91% | Q1 2026 | Apr 27, 2026 |
| Heritage Financial Services, LLC | History | No change | 3,854 | 1,824 | 0.15% | 0.15% | 1011 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| National Philanthropic Trust | History | Reduced | 4,271 | 1,821 | 0.02% | 0.05% | 1013 | -5,500 | -56.29% | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | Added to | 4,272 | 1,821 | 0.12% | 0.12% | 1012 | +332 | 8.43% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 4,268 | 1,820 | 0.08% | 0.09% | 1014 | +131 | 3.17% | Q1 2026 | Apr 27, 2026 |
| Tactive Advisors, LLC | History | Reduced | 4,264 | 1,818 | 0.51% | 0.61% | 1015 | -165 | -3.73% | Q1 2026 | Apr 16, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 4,241 | 1,808 | 0.87% | 1.02% | 1016 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 14,580 | 1,801 | 0.18% | 0.23% | 1017 | +10,935 | 300.0% | Q1 2026 | May 12, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 4,221 | 1,799 | 1.23% | 1.34% | 1018 | -2 | -0.05% | Q1 2026 | May 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 4,206 | 1,793 | 0.2% | 0.22% | 1019 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 4,200 | 1,790 | 0.26% | 0.37% | 1020 | -37 | -0.87% | Q1 2026 | Apr 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 4,190 | 1,786 | 0.11% | 0.11% | 1021 | +340 | 8.83% | Q1 2026 | May 12, 2026 |
| Brio Consultants, LLC | History | Added to | 14,825 | 1,785 | 0.22% | 0.21% | 1022 | +11,396 | 332.34% | Q1 2026 | May 06, 2026 |
| Venturi Wealth Management, LLC | History | No change | 4,165 | 1,775 | 0.08% | 0.09% | 1023 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Essex Bank | History | Added to | 4,155 | 1,771 | 0.39% | 0.41% | 1024 | +180 | 4.53% | Q1 2026 | Apr 17, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 4,147 | 1,768 | 0.39% | 0.43% | 1025 | -50 | -1.19% | Q1 2026 | May 21, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 4,127 | 1,759 | 0.02% | 0.02% | 1026 | -216 | -4.97% | Q1 2026 | May 01, 2026 |
| S.A. Mason LLC | History | Reduced | 4,116 | 1,755 | 0.66% | 0.78% | 1027 | -28 | -0.68% | Q1 2026 | Apr 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,106 | 1,750 | 0.03% | 0.03% | 1028 | +805 | 24.39% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,103 | 1,749 | 0.0% | 0.0% | 1029 | +202 | 5.18% | Q1 2026 | May 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 4,102 | 1,749 | 0.09% | 0.11% | 1030 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Avestar Capital, LLC | History | New | 4,093 | 1,745 | 0.11% | — | 1031 | +4,093 | New | Q1 2026 | May 13, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 4,085 | 1,741 | 0.01% | 0.03% | 1032 | -8,973 | -68.72% | Q1 2026 | May 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 4,081 | 1,740 | 0.43% | 0.64% | 1033 | -1,416 | -25.76% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 4,076 | 1,738 | 0.19% | 0.17% | 1034 | +851 | 26.39% | Q1 2026 | May 06, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 4,069 | 1,735 | 0.23% | 0.25% | 1035 | +436 | 12.0% | Q1 2026 | Apr 28, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 4,066 | 1,733 | 0.2% | 0.21% | 1036 | -25 | -0.61% | Q1 2026 | Apr 17, 2026 |
| October Effect Ltd | History | Added to | 4,059 | 1,730 | 1.99% | 2.06% | 1037 | +99 | 2.5% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 4,050 | 1,727 | 0.12% | 0.16% | 1038 | -1,233 | -23.34% | Q1 2026 | May 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,036 | 1,720 | 0.03% | — | 1039 | +4,036 | New | Q1 2026 | Apr 27, 2026 |
| Cedarwood Wealth LLC | History | Added to | 4,033 | 1,719 | 1.74% | 2.1% | 1040 | +28 | 0.7% | Q1 2026 | May 05, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 4,023 | 1,715 | 0.42% | 0.61% | 1042 | -1,347 | -25.08% | Q1 2026 | May 14, 2026 |
| BSW Wealth Partners | History | No change | 4,024 | 1,715 | 0.21% | 0.23% | 1041 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 14,414 | 1,712 | 0.51% | 0.52% | 1044 | +10,849 | 304.32% | Q1 2026 | Apr 30, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 4,017 | 1,712 | 0.21% | 0.25% | 1043 | -153 | -3.67% | Q1 2026 | May 14, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 3,990 | 1,701 | 0.65% | 0.73% | 1045 | -9 | -0.23% | Q1 2026 | May 05, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 3,987 | 1,700 | 0.47% | 0.52% | 1046 | -25 | -0.62% | Q1 2026 | May 08, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 3,974 | 1,695 | 0.23% | 0.24% | 1047 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 3,918 | 1,670 | 0.06% | 0.06% | 1048 | -10 | -0.25% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,915 | 1,669 | 0.47% | 0.46% | 1050 | +274 | 7.53% | Q1 2026 | May 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 3,915 | 1,669 | 0.1% | 0.11% | 1049 | +12 | 0.31% | Q1 2026 | May 13, 2026 |
| Vigil Wealth Management, LLC | History | No change | 3,905 | 1,665 | 1.35% | 1.54% | 1051 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 3,887 | 1,657 | 0.23% | 0.24% | 1052 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ironwood Financial, llc | History | Reduced | 3,879 | 1,653 | 0.29% | 0.32% | 1053 | -92 | -2.32% | Q1 2026 | Apr 16, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 3,875 | 1,652 | 0.34% | 0.46% | 1054 | -550 | -12.43% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 3,868 | 1,649 | 1.41% | 2.04% | 1055 | -612 | -13.66% | Q1 2026 | May 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 3,859 | 1,645 | 0.08% | 0.11% | 1056 | -493 | -11.33% | Q1 2026 | May 07, 2026 |
| Breachway Investments LLC | History | Reduced | 3,821 | 1,643 | 1.58% | 1.97% | 1058 | -122 | -3.09% | Q1 2026 | Apr 13, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 3,855 | 1,643 | 0.21% | 0.23% | 1057 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 3,852 | 1,642 | 0.06% | 0.07% | 1059 | -44 | -1.13% | Q1 2026 | Apr 20, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 3,833 | 1,634 | 0.18% | 0.2% | 1060 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 3,823 | 1,630 | 0.12% | 0.22% | 1061 | -2,702 | -41.41% | Q1 2026 | May 12, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 3,806 | 1,623 | 0.97% | 0.8% | 1062 | +328 | 9.43% | Q1 2026 | Apr 08, 2026 |
| WealthPlan Investment Management, LLC | History | New | 3,805 | 1,622 | 0.09% | — | 1064 | +3,805 | New | Q1 2026 | Apr 29, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 3,805 | 1,622 | 1.84% | 1.97% | 1063 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 3,799 | 1,619 | 0.71% | 0.73% | 1065 | +122 | 3.32% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,793 | 1,617 | 0.01% | — | 1066 | +3,793 | New | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,776 | 1,610 | 0.04% | 0.04% | 1067 | -13 | -0.34% | Q1 2026 | May 04, 2026 |
| EWA, LLC | History | Reduced | 3,773 | 1,608 | 0.36% | 0.44% | 1068 | -6 | -0.16% | Q1 2026 | Apr 23, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 3,770 | 1,607 | 0.05% | 0.05% | 1069 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 3,762 | 1,604 | 0.13% | 0.14% | 1070 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 3,761 | 1,603 | 0.54% | 0.6% | 1071 | -90 | -2.34% | Q1 2026 | Apr 29, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 13,327 | 1,599 | 0.67% | 0.69% | 1072 | +10,179 | 323.35% | Q1 2026 | May 04, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 3,746 | 1,597 | 0.45% | 0.54% | 1073 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 3,734 | 1,592 | 0.1% | 0.11% | 1074 | -2 | -0.05% | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | Reduced | 3,731 | 1,590 | 0.23% | 0.24% | 1075 | -15 | -0.4% | Q1 2026 | May 11, 2026 |
| Family Manage LLC | History | Reduced | 3,671 | 1,565 | 0.19% | 0.25% | 1076 | -507 | -12.13% | Q1 2026 | May 15, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 3,667 | 1,563 | 0.11% | 0.12% | 1077 | +292 | 8.65% | Q1 2026 | Apr 29, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 3,510 | 1,562 | 0.24% | 0.27% | 1078 | -58 | -1.63% | Q1 2026 | Apr 16, 2026 |
| Ellevest, Inc. | History | Added to | 3,663 | 1,561 | 0.22% | 0.21% | 1079 | +484 | 15.22% | Q1 2026 | May 11, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 3,653 | 1,557 | 0.49% | 0.52% | 1080 | -38 | -1.03% | Q1 2026 | Apr 17, 2026 |
| Providence First Trust Co | History | Reduced | 3,650 | 1,556 | 0.55% | 0.71% | 1081 | -710 | -16.28% | Q1 2026 | May 04, 2026 |
| MWA Asset Management | History | Reduced | 3,649 | 1,556 | 0.85% | 1.03% | 1082 | -262 | -6.7% | Q1 2026 | May 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 3,647 | 1,554 | 0.1% | — | 1084 | +3,647 | New | Q1 2026 | May 07, 2026 |
| Columbia Bank | History | Added to | 3,645 | 1,554 | 0.44% | 0.42% | 1083 | +429 | 13.34% | Q1 2026 | Apr 28, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 3,633 | 1,549 | 0.54% | 0.58% | 1085 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 3,627 | 1,546 | 0.18% | 0.2% | 1086 | +27 | 0.75% | Q1 2026 | Apr 15, 2026 |
| Sincerus Advisory, LLC | History | Added to | 3,625 | 1,545 | 1.17% | 1.15% | 1087 | +613 | 20.35% | Q1 2026 | Apr 06, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 3,621 | 1,544 | 0.23% | 0.26% | 1088 | -53 | -1.44% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 3,607 | 1,538 | 0.21% | 0.22% | 1090 | +214 | 6.31% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,250 | 1,538 | 0.05% | 0.05% | 1089 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 3,601 | 1,535 | 0.15% | 0.16% | 1091 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,570 | 1,527 | 0.08% | 0.07% | 1092 | +242 | 7.27% | Q1 2026 | May 12, 2026 |
| AAF Wealth Management, LLC | History | No change | 3,553 | 1,515 | 0.62% | 0.71% | 1093 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Resource Group | History | Added to | 3,549 | 1,513 | 0.26% | 0.29% | 1094 | +81 | 2.34% | Q1 2026 | May 15, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 3,525 | 1,503 | 0.29% | 0.32% | 1095 | -402 | -10.24% | Q1 2026 | May 14, 2026 |
| Forum Private Client Group LLC | History | Reduced | 3,515 | 1,498 | 0.5% | 0.58% | 1096 | -78 | -2.17% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 3,500 | 1,492 | 0.01% | 0.02% | 1097 | -30 | -0.85% | Q1 2026 | May 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 3,496 | 1,490 | 0.54% | 0.55% | 1098 | +183 | 5.52% | Q1 2026 | May 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 3,494 | 1,489 | 0.2% | 0.23% | 1099 | +29 | 0.84% | Q1 2026 | Apr 28, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 3,474 | 1,481 | 0.32% | 0.35% | 1100 | +2 | 0.06% | Q1 2026 | May 04, 2026 |
| TFR Capital, LLC. | History | Added to | 3,469 | 1,479 | 0.45% | 0.53% | 1101 | +59 | 1.73% | Q1 2026 | May 04, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 3,466 | 1,477 | 0.1% | 0.13% | 1102 | -516 | -12.96% | Q1 2026 | Apr 28, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 3,460 | 1,475 | 0.27% | 0.32% | 1103 | -178 | -4.89% | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,460 | 1,475 | 0.12% | 0.14% | 1104 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 3,456 | 1,473 | 0.43% | 0.48% | 1105 | -10 | -0.29% | Q1 2026 | May 07, 2026 |
| SNS Financial Group, LLC | History | Reduced | 3,445 | 1,468 | 0.13% | 0.14% | 1106 | -76 | -2.16% | Q1 2026 | Apr 14, 2026 |
| American Investment Services, Inc. | History | Reduced | 3,436 | 1,465 | 0.33% | 0.39% | 1107 | -137 | -3.83% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 3,427 | 1,461 | 0.05% | 0.05% | 1108 | +416 | 13.82% | Q1 2026 | May 04, 2026 |
| Farmers National Bank | History | No change | 3,079 | 1,457 | 0.33% | 0.33% | 1109 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 3,413 | 1,455 | 0.1% | 0.14% | 1111 | -784 | -18.68% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 3,414 | 1,455 | 0.03% | 0.03% | 1110 | -88 | -2.51% | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 3,405 | 1,452 | 0.06% | 0.06% | 1112 | +51 | 1.52% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Reduced | 3,382 | 1,442 | 0.07% | 0.08% | 1113 | -51 | -1.49% | Q1 2026 | May 05, 2026 |
| Aspen Wealth Management LLC | History | Added to | 3,362 | 1,433 | 0.29% | 0.33% | 1114 | +3 | 0.09% | Q1 2026 | Apr 01, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 3,353 | 1,429 | 0.05% | 0.06% | 1115 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,208 | 1,428 | 0.08% | 0.09% | 1116 | -144 | -4.3% | Q1 2026 | Apr 17, 2026 |
| Keebeck Wealth Management | History | Reduced | 3,348 | 1,427 | 0.16% | 0.2% | 1117 | -366 | -9.85% | Q1 2026 | May 14, 2026 |
| Falcon Wealth Planning | History | Reduced | 3,339 | 1,423 | 0.1% | 0.14% | 1118 | -49 | -1.45% | Q1 2026 | Apr 20, 2026 |
| American Trust | History | Reduced | 3,336 | 1,422 | 0.13% | 0.14% | 1119 | -105 | -3.05% | Q1 2026 | May 01, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 3,331 | 1,420 | 0.39% | 0.46% | 1120 | -72 | -2.12% | Q1 2026 | Apr 27, 2026 |
| BAYBAN | History | No change | 3,330 | 1,419 | 1.23% | 1.39% | 1121 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,323 | 1,417 | 0.08% | 0.11% | 1122 | -697 | -17.34% | Q1 2026 | May 13, 2026 |
| St. Clair Advisors, LLC | History | Added to | 3,324 | 1,417 | 0.38% | 0.33% | 1123 | +590 | 21.58% | Q1 2026 | Apr 23, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 3,320 | 1,415 | 0.31% | 0.36% | 1124 | -164 | -4.71% | Q1 2026 | May 11, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 3,315 | 1,413 | 0.81% | 0.89% | 1125 | -8 | -0.24% | Q1 2026 | Apr 29, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 3,311 | 1,412 | 0.59% | 0.74% | 1127 | +29 | 0.88% | Q1 2026 | Apr 17, 2026 |
| Partners in Financial Planning | History | No change | 3,312 | 1,412 | 0.23% | 0.27% | 1126 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 3,306 | 1,409 | 0.34% | 0.36% | 1128 | -34 | -1.02% | Q1 2026 | Apr 08, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 3,301 | 1,408 | 0.41% | 0.44% | 1129 | -77 | -2.28% | Q1 2026 | May 12, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 3,304 | 1,408 | 0.22% | 0.24% | 1130 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,280 | 1,398 | 0.02% | 0.03% | 1131 | +165 | 5.3% | Q1 2026 | May 07, 2026 |
| MASECO LLP | History | Added to | 3,267 | 1,392 | 0.04% | 0.06% | 1132 | +114 | 3.62% | Q1 2026 | Apr 21, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 3,254 | 1,388 | 0.1% | 0.1% | 1133 | -24 | -0.73% | Q1 2026 | Apr 28, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 3,255 | 1,387 | 1.39% | 1.52% | 1135 | -130 | -3.84% | Q1 2026 | May 13, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 3,254 | 1,387 | 0.6% | 0.65% | 1134 | -55 | -1.66% | Q1 2026 | Apr 20, 2026 |
| True North Advisors, LLC | History | Reduced | 3,242 | 1,382 | 0.16% | 0.22% | 1137 | -365 | -10.12% | Q1 2026 | May 07, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 3,242 | 1,382 | 0.16% | 0.19% | 1136 | -175 | -5.12% | Q1 2026 | Apr 28, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 3,242 | 1,382 | 0.23% | 0.27% | 1138 | -29 | -0.89% | Q1 2026 | Apr 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,233 | 1,378 | 0.04% | 0.08% | 1140 | -2,031 | -38.58% | Q1 2026 | May 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 3,232 | 1,378 | 0.06% | 0.06% | 1139 | +74 | 2.34% | Q1 2026 | May 14, 2026 |
| Diversified Enterprises, LLC | History | Added to | 3,224 | 1,374 | 0.08% | 0.09% | 1141 | +54 | 1.7% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,221 | 1,373 | 0.07% | 0.23% | 1142 | -7,823 | -70.83% | Q1 2026 | Apr 28, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 3,217 | 1,371 | 0.17% | 0.18% | 1144 | +30 | 0.94% | Q1 2026 | May 06, 2026 |
| HFG Advisors, Inc. | History | No change | 3,216 | 1,371 | 0.96% | 1.1% | 1143 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 3,210 | 1,368 | 0.06% | 0.07% | 1145 | +99 | 3.18% | Q1 2026 | May 15, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 3,190 | 1,360 | 0.67% | 0.8% | 1146 | -189 | -5.59% | Q1 2026 | Apr 27, 2026 |
| Westmount Partners, LLC | History | Reduced | 3,180 | 1,355 | 0.33% | 0.38% | 1147 | -21 | -0.66% | Q1 2026 | Apr 16, 2026 |
| Rothschild Wealth LLC | History | Reduced | 3,167 | 1,350 | 0.12% | 0.15% | 1148 | -49 | -1.52% | Q1 2026 | May 06, 2026 |
| Maxele Advisors, LLC | History | No change | 2,852 | 1,349 | 1.1% | 1.1% | 1149 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,838 | 1,342 | 0.06% | 0.06% | 1150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ballew Advisors, Inc | History | Reduced | 3,008 | 1,339 | 0.75% | 0.81% | 1151 | -20 | -0.66% | Q1 2026 | Apr 10, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 3,138 | 1,338 | 0.16% | 0.17% | 1153 | +135 | 4.5% | Q1 2026 | May 04, 2026 |
| High Falls Advisors, Inc | History | No change | 2,828 | 1,338 | 0.27% | 0.27% | 1152 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 3,128 | 1,333 | 0.44% | 0.45% | 1154 | -23 | -0.73% | Q1 2026 | May 13, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 3,122 | 1,331 | 0.49% | 0.57% | 1156 | -132 | -4.06% | Q1 2026 | May 08, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 3,122 | 1,331 | 1.24% | 1.38% | 1155 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 3,118 | 1,329 | 0.21% | 0.25% | 1157 | -32 | -1.02% | Q1 2026 | May 14, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 3,110 | 1,325 | 0.25% | 0.28% | 1158 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BAILARD, INC. | History | Added to | 3,092 | 1,318 | 0.03% | 0.03% | 1159 | +21 | 0.68% | Q1 2026 | May 11, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 3,088 | 1,316 | 0.09% | 0.11% | 1160 | -25 | -0.8% | Q1 2026 | May 14, 2026 |
| Asset Management Group, Inc. | History | Reduced | 3,084 | 1,315 | 0.21% | 0.27% | 1162 | -421 | -12.01% | Q1 2026 | May 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 3,084 | 1,315 | 0.2% | 0.12% | 1161 | +70 | 2.32% | Q1 2026 | Apr 24, 2026 |
| Portland Global Advisors LLC | History | Reduced | 3,083 | 1,314 | 0.14% | 0.16% | 1163 | -132 | -4.11% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | Added to | 3,077 | 1,312 | 0.4% | 0.46% | 1165 | +151 | 5.16% | Q1 2026 | May 22, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 3,078 | 1,312 | 0.29% | 0.34% | 1164 | -5 | -0.16% | Q1 2026 | Apr 21, 2026 |
| Smith Salley Wealth Management | History | Reduced | 3,075 | 1,311 | 0.07% | 0.14% | 1166 | -3,036 | -49.68% | Q1 2026 | Apr 16, 2026 |
| Arista Wealth Management, LLC | History | No change | 3,076 | 1,311 | 0.16% | 0.18% | 1167 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Centennial Bank/AR/ | History | Reduced | 3,069 | 1,308 | 0.47% | 0.83% | 1168 | -1,339 | -30.38% | Q1 2026 | May 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,064 | 1,306 | 0.16% | 0.17% | 1169 | -18 | -0.58% | Q1 2026 | May 05, 2026 |
| Financial Partners Group, Inc | History | Added to | 3,063 | 1,305 | 0.16% | 0.16% | 1170 | +2 | 0.07% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,051 | 1,300 | 0.08% | 0.11% | 1172 | -728 | -19.26% | Q1 2026 | Apr 29, 2026 |
| LS Investment Advisors, LLC | History | No change | 3,051 | 1,300 | 0.19% | 0.2% | 1171 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Chicago Capital, LLC | History | Added to | 3,047 | 1,299 | 0.04% | 0.04% | 1173 | +19 | 0.63% | Q1 2026 | Apr 23, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 3,046 | 1,298 | 0.08% | 0.05% | 1174 | +1,274 | 71.9% | Q1 2026 | Apr 20, 2026 |
| Tortoise Investment Management, LLC | History | No change | 3,043 | 1,297 | 0.11% | 0.13% | 1175 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Code Waechter LLC | History | No change | 3,040 | 1,296 | 0.77% | 0.92% | 1176 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 3,039 | 1,295 | 0.07% | 0.09% | 1177 | -232 | -7.09% | Q1 2026 | May 06, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Added to | 3,032 | 1,292 | 0.03% | 0.03% | 1178 | +100 | 3.41% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | No change | 3,027 | 1,290 | 0.05% | 0.05% | 1179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Added to | 3,022 | 1,288 | 0.28% | 0.3% | 1180 | +232 | 8.32% | Q1 2026 | May 08, 2026 |
| Silicon Valley Capital Partners | History | Added to | 3,018 | 1,287 | 0.13% | 0.13% | 1181 | +2 | 0.07% | Q1 2026 | May 19, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 3,127 | 1,284 | 0.02% | 0.02% | 1182 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 3,005 | 1,281 | 0.3% | 0.34% | 1183 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atala Financial Inc | History | No change | 2,975 | 1,279 | 0.86% | 0.9% | 1184 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,699 | 1,277 | 0.1% | 0.1% | 1185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNITED BANK | History | Reduced | 2,976 | 1,268 | 0.16% | 0.21% | 1186 | -373 | -11.14% | Q1 2026 | May 11, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 2,970 | 1,266 | 0.07% | 0.28% | 1187 | -8,213 | -73.44% | Q1 2026 | May 12, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 2,965 | 1,264 | 0.03% | 0.03% | 1188 | +106 | 3.71% | Q1 2026 | Apr 07, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 2,959 | 1,261 | 0.55% | 0.64% | 1189 | +237 | 8.71% | Q1 2026 | Apr 24, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Reduced | 2,948 | 1,257 | 1.3% | 1.86% | 1190 | -988 | -25.1% | Q1 2026 | Apr 09, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 2,942 | 1,254 | 0.11% | 0.13% | 1191 | +26 | 0.89% | Q1 2026 | Apr 07, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,627 | 1,251 | 0.09% | 0.09% | 1192 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 2,932 | 1,250 | 0.22% | 0.24% | 1193 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,930 | 1,249 | 0.04% | 0.05% | 1194 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 2,922 | 1,245 | 0.64% | 0.65% | 1195 | +251 | 9.4% | Q1 2026 | May 13, 2026 |
| ASL Financial, LLC | History | Reduced | 2,905 | 1,238 | 0.99% | 1.11% | 1196 | -80 | -2.68% | Q1 2026 | Apr 09, 2026 |
| Ledyard National Bank | History | Added to | 2,902 | 1,237 | 0.11% | 0.1% | 1197 | +519 | 21.78% | Q1 2026 | Apr 24, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 2,899 | 1,236 | 0.24% | 0.29% | 1198 | -83 | -2.78% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Added to | 2,895 | 1,234 | 0.03% | 0.04% | 1199 | +6 | 0.21% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 2,890 | 1,232 | 0.19% | 0.2% | 1200 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Realta Investment Advisors | History | Reduced | 2,883 | 1,229 | 0.43% | 0.46% | 1201 | -74 | -2.5% | Q1 2026 | Apr 22, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 2,874 | 1,225 | 0.52% | 0.47% | 1202 | +719 | 33.36% | Q1 2026 | Apr 13, 2026 |
| LongView Wealth Management | History | Added to | 2,655 | 1,222 | 0.31% | 0.27% | 1204 | +289 | 12.21% | Q1 2026 | Apr 15, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 2,868 | 1,222 | 0.57% | 0.62% | 1203 | -99 | -3.34% | Q1 2026 | Apr 27, 2026 |
| Private Advisory Group LLC | History | New | 2,864 | 1,221 | 0.08% | — | 1206 | +2,864 | New | Q1 2026 | May 08, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 2,865 | 1,221 | 0.34% | 0.37% | 1205 | -68 | -2.32% | Q1 2026 | May 12, 2026 |
| Alteri Wealth LLC | History | Added to | 2,861 | 1,220 | 0.4% | 0.43% | 1207 | +29 | 1.02% | Q1 2026 | May 06, 2026 |
| STEPH & CO | History | No change | 2,861 | 1,219 | 0.35% | 0.39% | 1208 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 2,855 | 1,217 | 0.51% | 0.5% | 1209 | -187 | -6.15% | Q1 2026 | Apr 20, 2026 |
| Hurley Capital, LLC | History | No change | 2,853 | 1,216 | 0.65% | 0.76% | 1210 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wedmont Private Capital | History | Reduced | 2,743 | 1,215 | 0.04% | 0.05% | 1211 | -33 | -1.19% | Q1 2026 | Apr 09, 2026 |
| Stanich Group LLC | History | Reduced | 2,845 | 1,212 | 0.92% | 1.03% | 1212 | -46 | -1.59% | Q1 2026 | Apr 15, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 2,830 | 1,206 | 0.23% | 0.27% | 1213 | -142 | -4.78% | Q1 2026 | Apr 09, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 2,819 | 1,202 | 0.11% | 0.12% | 1214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 2,816 | 1,200 | 0.42% | 0.5% | 1215 | -2 | -0.07% | Q1 2026 | May 11, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 2,810 | 1,198 | 0.36% | 0.4% | 1216 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 2,808 | 1,197 | 0.13% | 0.14% | 1217 | -32 | -1.13% | Q1 2026 | May 05, 2026 |
| GLR Partners, LLC | History | New | 2,799 | 1,193 | 0.65% | — | 1218 | +2,799 | New | Q1 2026 | May 13, 2026 |
| BCI SECURITIES, INC. | History | No change | 2,797 | 1,192 | 11.74% | 11.43% | 1219 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pandora Wealth, Inc. | History | No change | 2,515 | 1,190 | 0.72% | 0.72% | 1220 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 2,787 | 1,188 | 0.34% | 0.22% | 1221 | +1,026 | 58.26% | Q1 2026 | Apr 27, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 2,485 | 1,176 | 0.39% | 0.39% | 1222 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 2,757 | 1,175 | 0.48% | 0.51% | 1223 | +8 | 0.29% | Q1 2026 | Apr 24, 2026 |
| R.H. Investment Group, LLC | History | New | 2,648 | 1,173 | 0.9% | — | 1225 | +2,648 | New | Q1 2026 | Apr 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 2,751 | 1,173 | 0.1% | 0.11% | 1224 | -40 | -1.43% | Q1 2026 | Apr 07, 2026 |
| One Day In July LLC | History | Added to | 2,737 | 1,167 | 0.09% | 0.1% | 1226 | +198 | 7.8% | Q1 2026 | May 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 2,726 | 1,162 | 0.09% | 0.1% | 1228 | -25 | -0.91% | Q1 2026 | May 14, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 2,727 | 1,162 | 0.27% | 0.3% | 1227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 2,723 | 1,161 | 0.06% | 0.07% | 1229 | -227 | -7.69% | Q1 2026 | Apr 15, 2026 |
| Tull Financial Group, Inc. | History | No change | 2,723 | 1,161 | 0.52% | 0.55% | 1230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 2,722 | 1,160 | 0.34% | 0.39% | 1231 | +2 | 0.07% | Q1 2026 | Apr 22, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 2,718 | 1,158 | 0.08% | 0.13% | 1232 | -1,340 | -33.02% | Q1 2026 | Apr 22, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 2,713 | 1,156 | 0.56% | 0.67% | 1234 | -111 | -3.93% | Q1 2026 | May 05, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 2,713 | 1,156 | 0.04% | 0.05% | 1233 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,710 | 1,155 | 0.97% | 1.09% | 1235 | +4 | 0.15% | Q1 2026 | Apr 22, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 2,704 | 1,153 | 0.28% | 0.32% | 1236 | -275 | -9.23% | Q1 2026 | Apr 20, 2026 |
| First City Capital Management, Inc. | History | No change | 2,704 | 1,152 | 0.61% | 0.68% | 1237 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 2,703 | 1,152 | 0.09% | 0.1% | 1238 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Carnegie Investment Counsel | History | Reduced | 2,701 | 1,151 | 0.02% | 0.03% | 1239 | -366 | -11.93% | Q1 2026 | May 01, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 2,697 | 1,150 | 0.24% | 0.18% | 1240 | +917 | 51.52% | Q1 2026 | May 15, 2026 |
| Waterfront Wealth Inc. | History | No change | 2,698 | 1,150 | 0.21% | 0.24% | 1241 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 2,694 | 1,148 | 1.11% | 1.3% | 1242 | -339 | -11.18% | Q1 2026 | May 12, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 2,692 | 1,147 | 0.14% | 0.1% | 1243 | +1,072 | 66.17% | Q1 2026 | Apr 16, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 2,681 | 1,143 | 0.42% | 0.45% | 1244 | +44 | 1.67% | Q1 2026 | May 05, 2026 |
| KLCM Advisors, Inc. | History | Added to | 2,681 | 1,142 | 0.1% | 0.11% | 1245 | +27 | 1.02% | Q1 2026 | Apr 30, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 2,675 | 1,140 | 0.08% | 0.11% | 1246 | -645 | -19.43% | Q1 2026 | May 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,675 | 1,140 | 0.25% | 0.34% | 1247 | -300 | -10.08% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 2,669 | 1,138 | 0.24% | 0.32% | 1248 | -545 | -16.96% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 2,665 | 1,136 | 0.0% | 0.01% | 1249 | -5,562 | -67.61% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 2,662 | 1,135 | 0.13% | 0.14% | 1251 | -25 | -0.93% | Q1 2026 | Apr 28, 2026 |
| Rice Partnership, LLC | History | No change | 2,662 | 1,135 | 0.16% | 0.17% | 1250 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Latitude Advisors, LLC | History | Reduced | 2,656 | 1,132 | 0.52% | 0.66% | 1252 | -500 | -15.84% | Q1 2026 | Apr 27, 2026 |
| TBH Global Asset Management, LLC | History | New | 2,646 | 1,128 | 0.23% | — | 1254 | +2,646 | New | Q1 2026 | Apr 22, 2026 |
| JT Stratford LLC | History | Added to | 2,646 | 1,128 | 0.14% | 0.16% | 1253 | +64 | 2.48% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,642 | 1,126 | 0.21% | 0.19% | 1255 | +1 | 0.04% | Q1 2026 | May 11, 2026 |
| SPINNAKER TRUST | History | No change | 2,636 | 1,123 | 0.06% | 0.07% | 1256 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| United Advisor Group, LLC | History | Added to | 2,633 | 1,122 | 0.14% | 0.14% | 1257 | +295 | 12.62% | Q1 2026 | Apr 17, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 2,630 | 1,121 | 0.04% | 0.04% | 1258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 2,618 | 1,116 | 0.2% | 0.16% | 1259 | -822 | -23.9% | Q1 2026 | Apr 21, 2026 |
| Naviter Wealth, LLC | History | No change | 2,618 | 1,116 | 0.14% | 0.16% | 1260 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Tannin Capital LLC | History | No change | 2,618 | 1,116 | 0.81% | 1.11% | 1261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 2,617 | 1,115 | 0.12% | 0.14% | 1262 | -87 | -3.22% | Q1 2026 | May 11, 2026 |
| Coastline Trust Co | History | Reduced | 2,610 | 1,112 | 0.11% | 0.13% | 1263 | -261 | -9.09% | Q1 2026 | Apr 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,607 | 1,111 | 0.04% | 0.05% | 1264 | -334 | -11.36% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,607 | 1,111 | 0.07% | 0.08% | 1265 | +210 | 8.76% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 2,594 | 1,107 | 0.05% | 0.05% | 1266 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Principle Wealth Partners LLC | History | Added to | 2,594 | 1,106 | 0.06% | 0.06% | 1268 | +360 | 16.11% | Q1 2026 | May 07, 2026 |
| First Bank & Trust | History | No change | 2,594 | 1,106 | 0.18% | 0.2% | 1267 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,593 | 1,105 | 0.04% | 0.05% | 1269 | -147 | -5.36% | Q1 2026 | Apr 07, 2026 |
| Financial Plan, Inc. | History | Reduced | 2,590 | 1,104 | 0.12% | 0.15% | 1270 | -160 | -5.82% | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | Reduced | 2,585 | 1,102 | 0.05% | 0.07% | 1271 | -484 | -15.77% | Q1 2026 | Apr 30, 2026 |
| Apollon Financial, LLC | History | Reduced | 2,583 | 1,101 | 0.15% | 0.18% | 1272 | -59 | -2.23% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 2,582 | 1,100 | 0.18% | 0.2% | 1273 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrity Wealth Partners, LLC | History | New | 2,578 | 1,099 | 0.99% | — | 1275 | +2,578 | New | Q1 2026 | Apr 27, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 2,578 | 1,099 | 0.07% | 0.08% | 1274 | -276 | -9.67% | Q1 2026 | May 05, 2026 |
| COFG Advisors, LLC | History | Added to | 2,573 | 1,097 | 0.27% | 0.3% | 1277 | +2 | 0.08% | Q1 2026 | May 11, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 2,573 | 1,097 | 0.01% | 0.01% | 1276 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,569 | 1,095 | 0.08% | 0.1% | 1279 | +11 | 0.43% | Q1 2026 | Apr 22, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 2,569 | 1,095 | 0.03% | 0.03% | 1278 | +5 | 0.2% | Q1 2026 | Apr 29, 2026 |
| THEORY FINANCIAL LLC | History | No change | 2,567 | 1,094 | 0.38% | 0.41% | 1280 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 2,545 | 1,085 | 0.17% | 0.18% | 1281 | +30 | 1.19% | Q1 2026 | May 06, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 2,543 | 1,084 | 0.5% | 0.41% | 1282 | +691 | 37.31% | Q1 2026 | Apr 20, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 2,536 | 1,081 | 0.5% | 0.66% | 1283 | -201 | -7.34% | Q1 2026 | Apr 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 2,530 | 1,078 | 0.0% | 0.0% | 1284 | -606 | -19.32% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | Reduced | 2,529 | 1,078 | 0.25% | 0.28% | 1285 | -100 | -3.8% | Q1 2026 | Apr 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 2,519 | 1,074 | 0.14% | 0.14% | 1288 | +285 | 12.76% | Q1 2026 | Apr 27, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 2,521 | 1,074 | 0.34% | 0.48% | 1287 | -252 | -9.09% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 2,520 | 1,074 | 0.12% | 0.16% | 1286 | +30 | 1.2% | Q1 2026 | May 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 2,520 | 1,074 | 0.19% | 0.22% | 1289 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Foster Group, Inc. | History | Reduced | 2,511 | 1,070 | 0.03% | 0.04% | 1290 | -43 | -1.68% | Q1 2026 | Apr 13, 2026 |
| TFC Financial Management, Inc. | History | Added to | 2,508 | 1,069 | 0.13% | 0.14% | 1291 | +131 | 5.51% | Q1 2026 | Apr 23, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 2,503 | 1,067 | 0.13% | 0.17% | 1292 | -114 | -4.36% | Q1 2026 | Apr 16, 2026 |
| Presidio Capital Management, LLC | History | Added to | 2,503 | 1,067 | 0.31% | 0.35% | 1293 | +68 | 2.79% | Q1 2026 | Apr 08, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 2,499 | 1,065 | 0.36% | 0.38% | 1294 | +486 | 24.14% | Q1 2026 | May 14, 2026 |
| NWK Group, Inc. | History | Reduced | 2,498 | 1,065 | 0.41% | 0.45% | 1295 | -268 | -9.69% | Q1 2026 | May 07, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,491 | 1,062 | 0.07% | 0.09% | 1296 | +111 | 4.66% | Q1 2026 | Apr 17, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 2,534 | 1,061 | 0.14% | 0.16% | 1297 | +50 | 2.01% | Q1 2026 | Apr 30, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 2,335 | 1,060 | 0.86% | 0.9% | 1298 | +81 | 3.59% | Q1 2026 | Apr 30, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,486 | 1,060 | 0.16% | 0.17% | 1299 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Verus Financial Partners, Inc. | History | No change | 2,257 | 1,059 | 0.09% | 0.1% | 1300 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MA Private Wealth | History | No change | 2,485 | 1,059 | 0.18% | 0.2% | 1301 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 2,438 | 1,048 | 0.03% | 0.03% | 1302 | -400 | -14.09% | Q1 2026 | Apr 08, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 2,440 | 1,040 | 0.21% | 0.38% | 1304 | -2,013 | -45.21% | Q1 2026 | May 14, 2026 |
| Madison Asset Management, LLC | History | No change | 2,440 | 1,040 | 0.01% | 0.01% | 1303 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,196 | 1,039 | 0.04% | 0.04% | 1305 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Crumly & Associates Inc. | History | Reduced | 2,423 | 1,033 | 0.22% | 0.28% | 1306 | -363 | -13.03% | Q1 2026 | Apr 02, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 2,862 | 1,033 | 0.33% | 0.25% | 1307 | +68 | 2.43% | Q1 2026 | Apr 23, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 2,403 | 1,024 | 0.58% | — | 1308 | +2,403 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,401 | 1,023 | 0.07% | 0.08% | 1309 | -115 | -4.57% | Q1 2026 | May 05, 2026 |
| Beacon Capital Management, LLC | History | Added to | 2,401 | 1,023 | 0.18% | 0.17% | 1310 | +52 | 2.21% | Q1 2026 | May 11, 2026 |
| Brookmont Capital Management | History | Added to | 2,398 | 1,022 | 0.57% | 0.38% | 1312 | +1,025 | 74.65% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 2,399 | 1,022 | 0.4% | 0.43% | 1311 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Castleview Partners, LLC | History | No change | 2,383 | 1,016 | 0.52% | 0.56% | 1313 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 2,384 | 1,016 | 0.2% | 0.22% | 1314 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 2,377 | 1,013 | 0.55% | 0.65% | 1315 | -87 | -3.53% | Q1 2026 | May 14, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 2,373 | 1,011 | 0.67% | 0.78% | 1316 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 2,347 | 1,009 | 0.22% | 0.24% | 1317 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Vericrest Private Wealth | History | No change | 2,364 | 1,008 | 0.9% | 0.99% | 1318 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,359 | 1,006 | 0.11% | 0.12% | 1320 | -89 | -3.64% | Q1 2026 | Apr 28, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 2,360 | 1,006 | 0.14% | 0.16% | 1319 | -7 | -0.3% | Q1 2026 | Apr 27, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 2,358 | 1,005 | 0.03% | 0.03% | 1321 | -20 | -0.84% | Q1 2026 | May 04, 2026 |
| Biondo Investment Advisors, LLC | History | Reduced | 2,355 | 1,004 | 0.13% | 0.41% | 1322 | -4,818 | -67.17% | Q1 2026 | May 14, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 2,331 | 993 | 0.05% | 0.05% | 1323 | -15 | -0.64% | Q1 2026 | May 08, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 2,322 | 990 | 0.15% | 0.16% | 1324 | +153 | 7.05% | Q1 2026 | May 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,319 | 988 | 0.1% | 0.12% | 1325 | +66 | 2.93% | Q1 2026 | May 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 2,309 | 984 | 0.06% | 0.06% | 1326 | +104 | 4.72% | Q1 2026 | May 12, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 2,307 | 983 | 0.25% | 0.28% | 1327 | -124 | -5.1% | Q1 2026 | May 07, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 2,301 | 981 | 0.06% | 0.07% | 1328 | +13 | 0.57% | Q1 2026 | Apr 28, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 2,298 | 979 | 0.3% | 0.33% | 1329 | +2 | 0.09% | Q1 2026 | Apr 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 2,286 | 974 | 0.06% | 0.06% | 1330 | +270 | 13.39% | Q1 2026 | Apr 16, 2026 |
| Operose Advisors LLC | History | Reduced | 2,284 | 974 | 0.23% | 0.27% | 1331 | -140 | -5.78% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,275 | 970 | 0.07% | 0.09% | 1333 | +299 | 15.13% | Q1 2026 | May 19, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 2,275 | 970 | 0.25% | 0.22% | 1332 | +276 | 13.81% | Q1 2026 | May 13, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 2,276 | 970 | 0.66% | 0.71% | 1334 | +126 | 5.86% | Q1 2026 | Apr 21, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 2,270 | 967 | 0.08% | 0.09% | 1335 | -3 | -0.13% | Q1 2026 | May 07, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 2,264 | 965 | 0.49% | 0.5% | 1336 | +305 | 15.57% | Q1 2026 | May 01, 2026 |
| Clark Asset Management, LLC | History | Added to | 2,257 | 962 | 0.09% | 0.05% | 1338 | +1,250 | 124.13% | Q1 2026 | Apr 16, 2026 |
| EdgeRock Capital LLC | History | Added to | 2,254 | 962 | 0.26% | 0.26% | 1337 | +173 | 8.31% | Q1 2026 | Apr 16, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 2,254 | 961 | 0.68% | 1.17% | 1339 | -1,395 | -38.23% | Q1 2026 | May 15, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 2,255 | 961 | 0.5% | 0.29% | 1340 | +2 | 0.09% | Q1 2026 | Apr 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 2,252 | 960 | 0.04% | 0.05% | 1341 | +276 | 13.97% | Q1 2026 | Apr 15, 2026 |
| Wealth Architects, LLC | History | Reduced | 2,245 | 957 | 0.09% | 0.1% | 1342 | -1 | -0.04% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 2,240 | 955 | 0.39% | 0.42% | 1343 | -13 | -0.58% | Q1 2026 | Apr 22, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 2,235 | 953 | 0.02% | 0.02% | 1344 | -206 | -8.44% | Q1 2026 | Apr 27, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 2,233 | 952 | 0.04% | 0.06% | 1345 | -1,430 | -39.04% | Q1 2026 | Apr 21, 2026 |
| GEM Asset Management, LLC | History | Added to | 2,228 | 950 | 0.42% | 0.46% | 1346 | +61 | 2.81% | Q1 2026 | Apr 10, 2026 |
| Lee Financial Co | History | Added to | 2,227 | 949 | 0.13% | 0.14% | 1347 | +8 | 0.36% | Q1 2026 | Apr 13, 2026 |
| Oak Wealth Advisors LLC | History | No change | 2,224 | 948 | 0.52% | 0.6% | 1348 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,208 | 941 | 0.03% | 0.03% | 1349 | -626 | -22.09% | Q1 2026 | Apr 13, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 2,209 | 941 | 0.5% | 0.59% | 1350 | -46 | -2.04% | Q1 2026 | Apr 24, 2026 |
| Planning Project LLC | History | No change | 1,986 | 940 | 0.24% | 0.24% | 1351 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Advisors, LLC | History | No change | 2,202 | 939 | 0.26% | 0.33% | 1352 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anson Capital, Inc. | History | No change | 2,200 | 938 | 0.64% | 0.76% | 1353 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 2,199 | 937 | 0.31% | 0.34% | 1354 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 2,195 | 935 | 0.03% | 0.05% | 1356 | -1,378 | -38.57% | Q1 2026 | May 18, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 2,195 | 935 | 0.16% | 0.18% | 1355 | -24 | -1.08% | Q1 2026 | Apr 08, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 1,950 | 934 | 0.26% | 0.34% | 1357 | -220 | -10.14% | Q1 2026 | Apr 27, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 2,188 | 932 | 0.16% | 0.19% | 1358 | -4 | -0.18% | Q1 2026 | Apr 08, 2026 |
| Prosperity Planning, Inc. | History | No change | 2,187 | 932 | 0.24% | 0.27% | 1359 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| YANKCOM Partnership | History | No change | 2,184 | 931 | 0.38% | 0.44% | 1360 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WNY Asset Management, LLC | History | New | 2,168 | 924 | 0.1% | — | 1362 | +2,168 | New | Q1 2026 | May 22, 2026 |
| Strive Financial Group ,LLC | History | Added to | 2,168 | 924 | 0.49% | 0.42% | 1361 | +484 | 28.74% | Q1 2026 | May 15, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 2,159 | 920 | 0.66% | 0.76% | 1363 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Snider Financial Group | History | Reduced | 2,151 | 917 | 0.28% | 0.44% | 1364 | -1,311 | -37.87% | Q1 2026 | Apr 15, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 2,149 | 916 | 0.04% | 0.05% | 1365 | -94 | -4.19% | Q1 2026 | May 07, 2026 |
| Fortitude Financial, LLC | History | Added to | 2,150 | 916 | 0.48% | 0.84% | 1366 | +66 | 3.17% | Q1 2026 | Apr 23, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 2,146 | 915 | 0.25% | 0.09% | 1367 | +1,495 | 229.65% | Q1 2026 | May 05, 2026 |
| Wealth Science Advisors LLC | History | No change | 1,927 | 912 | 0.51% | 0.53% | 1368 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 2,132 | 908 | 0.18% | 0.13% | 1370 | +876 | 69.75% | Q1 2026 | May 01, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 2,132 | 908 | 0.38% | 0.44% | 1369 | -49 | -2.25% | Q1 2026 | Apr 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 2,128 | 907 | 0.62% | 0.66% | 1371 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 2,127 | 906 | 0.55% | 0.55% | 1372 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Added to | 2,123 | 905 | 0.07% | 0.08% | 1373 | +23 | 1.1% | Q1 2026 | May 08, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 2,123 | 905 | 0.12% | 0.13% | 1374 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 2,115 | 901 | 0.44% | 0.28% | 1376 | +924 | 77.58% | Q1 2026 | Apr 29, 2026 |
| Curran Financial Partners, LLC | History | No change | 2,115 | 901 | 0.16% | 0.19% | 1375 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 2,111 | 900 | 0.13% | 0.14% | 1377 | +72 | 3.53% | Q1 2026 | May 13, 2026 |
| Single Point Partners, LLC | History | Reduced | 2,112 | 900 | 0.18% | 0.2% | 1378 | -4 | -0.19% | Q1 2026 | Apr 15, 2026 |
| COUNTRY TRUST BANK | History | No change | 2,103 | 896 | 0.02% | 0.02% | 1379 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 2,098 | 894 | 0.1% | 0.12% | 1380 | -73 | -3.36% | Q1 2026 | Apr 13, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 2,096 | 893 | 0.84% | — | 1382 | +2,096 | New | Q1 2026 | May 14, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,096 | 893 | 0.82% | 1.06% | 1381 | -248 | -10.58% | Q1 2026 | May 11, 2026 |
| KilterHowling LLC | History | Added to | 2,093 | 892 | 0.45% | 0.5% | 1384 | +2 | 0.1% | Q1 2026 | May 12, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,092 | 892 | 0.05% | 0.06% | 1383 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 2,091 | 891 | 0.79% | 0.99% | 1385 | -535 | -20.37% | Q1 2026 | Apr 28, 2026 |
| NBT BANK N A /NY | History | Added to | 2,088 | 890 | 0.06% | 0.03% | 1386 | +675 | 47.77% | Q1 2026 | Apr 28, 2026 |
| Weaver Consulting Group | History | Reduced | 2,086 | 889 | 0.21% | 0.26% | 1388 | -132 | -5.95% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 2,086 | 889 | 0.06% | 0.07% | 1387 | -16 | -0.76% | Q1 2026 | Apr 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 2,084 | 888 | 0.06% | 0.06% | 1389 | +337 | 19.29% | Q1 2026 | May 12, 2026 |
| UNION SAVINGS BANK | History | Reduced | 2,084 | 888 | 0.39% | 0.45% | 1390 | -110 | -5.01% | Q1 2026 | Apr 17, 2026 |
| BANK OF HAWAII | History | No change | 2,076 | 885 | 0.05% | 0.05% | 1391 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 2,073 | 883 | 0.11% | 0.12% | 1392 | -5 | -0.24% | Q1 2026 | Apr 27, 2026 |
| SPWM Advisors LLC | History | Added to | 7,144 | 881 | 0.76% | 0.85% | 1393 | +5,252 | 277.59% | Q1 2026 | May 14, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 2,066 | 880 | 0.16% | 0.18% | 1394 | -43 | -2.04% | Q1 2026 | May 12, 2026 |
| Platform Technology Partners | History | Added to | 2,063 | 879 | 0.17% | 0.15% | 1395 | +568 | 37.99% | Q1 2026 | Apr 27, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 2,063 | 879 | 0.29% | 0.28% | 1396 | +16 | 0.78% | Q1 2026 | Apr 29, 2026 |
| Demars Financial Group, LLC | History | Reduced | 2,059 | 877 | 0.29% | 0.33% | 1397 | -54 | -2.56% | Q1 2026 | Apr 29, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 2,050 | 874 | 0.34% | 0.38% | 1398 | +9 | 0.44% | Q1 2026 | May 04, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,049 | 873 | 0.02% | 0.03% | 1399 | -38 | -1.82% | Q1 2026 | May 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 2,046 | 872 | 0.11% | 0.12% | 1401 | -37 | -1.78% | Q1 2026 | Apr 27, 2026 |
| Vivaldi Capital Management LP | History | No change | 2,046 | 872 | 0.12% | 0.13% | 1400 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Reduced | 2,041 | 870 | 0.23% | 0.27% | 1402 | -73 | -3.45% | Q1 2026 | Apr 08, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 2,042 | 870 | 0.15% | 0.16% | 1403 | +41 | 2.05% | Q1 2026 | Apr 17, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 2,040 | 869 | 0.35% | 0.39% | 1404 | +2 | 0.1% | Q1 2026 | Apr 29, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 2,038 | 868 | 0.05% | 0.06% | 1405 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 2,036 | 868 | 0.53% | 0.56% | 1406 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Liberty Capital Management, Inc. | History | No change | 1,833 | 867 | 0.16% | 0.16% | 1407 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CITIZENS & NORTHERN CORP | History | Reduced | 2,032 | 866 | 0.22% | 0.26% | 1408 | -222 | -9.85% | Q1 2026 | Apr 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 2,033 | 866 | 0.07% | 0.07% | 1409 | +125 | 6.55% | Q1 2026 | Apr 22, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 2,024 | 863 | 0.75% | 0.81% | 1410 | +2 | 0.1% | Q1 2026 | Apr 30, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,818 | 860 | 0.03% | 0.03% | 1411 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,016 | 860 | 0.07% | 0.06% | 1412 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TRUE Private Wealth Advisors | History | No change | 2,015 | 859 | 0.08% | 0.1% | 1413 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 2,008 | 856 | 0.43% | 0.55% | 1414 | -357 | -15.1% | Q1 2026 | Apr 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 2,002 | 853 | 0.17% | 0.2% | 1415 | -5 | -0.25% | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 2,000 | 852 | 0.43% | 0.47% | 1417 | -358 | -15.18% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 2,000 | 852 | 0.16% | 0.18% | 1416 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,996 | 851 | 0.0% | 0.0% | 1418 | -215 | -9.72% | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 6,832 | 849 | 0.05% | 0.05% | 1420 | +5,082 | 290.4% | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 1,992 | 849 | 0.17% | 0.21% | 1421 | +130 | 6.98% | Q1 2026 | Apr 28, 2026 |
| North Star Investment Management Corp. | History | No change | 1,992 | 849 | 0.05% | 0.06% | 1419 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Elyxium Wealth, LLC | History | Added to | 1,987 | 847 | 0.27% | 0.03% | 1422 | +1,767 | 803.18% | Q1 2026 | May 06, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 1,983 | 846 | 0.03% | 0.03% | 1423 | -40 | -1.98% | Q1 2026 | Apr 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 1,979 | 844 | 0.26% | 0.31% | 1424 | -38 | -1.88% | Q1 2026 | May 14, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 1,980 | 844 | 0.2% | 0.24% | 1425 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 1,969 | 839 | 0.08% | 0.08% | 1426 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EnRich Financial Partners LLC | History | No change | 1,965 | 837 | 0.22% | 0.25% | 1427 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Blue Chip Partners, LLC | History | Added to | 1,948 | 830 | 0.06% | 0.06% | 1428 | +110 | 5.98% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Added to | 1,947 | 830 | 0.14% | 0.15% | 1429 | +26 | 1.35% | Q1 2026 | Apr 16, 2026 |
| Stegner Investment Associates Inc. | History | No change | 1,945 | 829 | 0.45% | 0.49% | 1430 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 1,935 | 825 | 0.23% | 0.27% | 1433 | -1,935 | -50.0% | Q1 2026 | Apr 16, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 1,936 | 825 | 0.15% | 0.18% | 1431 | -215 | -10.0% | Q1 2026 | Apr 29, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 1,937 | 825 | 0.07% | 0.07% | 1432 | -118 | -5.74% | Q1 2026 | Apr 06, 2026 |
| Allred Capital Management, LLC | History | No change | 1,932 | 823 | 0.3% | 0.33% | 1434 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 1,931 | 823 | 0.57% | 0.62% | 1435 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JB Capital LLC | History | Reduced | 1,930 | 822 | 0.03% | 0.04% | 1437 | -55 | -2.77% | Q1 2026 | Apr 27, 2026 |
| Gibson Capital, LLC | History | No change | 1,930 | 822 | 0.15% | 0.17% | 1436 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Aufman Associates Inc | History | No change | 1,927 | 821 | 0.4% | 0.47% | 1438 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| King Wealth Management Group | History | No change | 1,922 | 820 | 0.1% | 0.11% | 1439 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LAM GROUP, INC. | History | No change | 1,925 | 820 | 0.45% | 0.52% | 1440 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Old Peak Finance LLC | History | No change | 1,923 | 819 | 0.48% | 0.56% | 1441 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 1,918 | 817 | 0.6% | 0.72% | 1443 | -160 | -7.7% | Q1 2026 | Apr 22, 2026 |
| Parker Financial LLC | History | Reduced | 1,917 | 817 | 0.33% | 0.38% | 1442 | -65 | -3.28% | Q1 2026 | Apr 21, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 1,914 | 816 | 0.24% | 0.27% | 1446 | +1 | 0.05% | Q1 2026 | May 05, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 1,915 | 816 | 0.07% | 0.07% | 1444 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Towne Trust Company, N.A | History | No change | 1,915 | 816 | 0.26% | 0.28% | 1445 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,913 | 815 | 0.04% | 0.04% | 1447 | +86 | 4.71% | Q1 2026 | Apr 24, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 1,707 | 815 | 0.26% | 0.28% | 1448 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 1,910 | 814 | 0.06% | 0.05% | 1449 | +368 | 23.87% | Q1 2026 | May 07, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 1,904 | 811 | 0.21% | 0.21% | 1450 | +98 | 5.43% | Q1 2026 | May 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,895 | 808 | 0.08% | 0.09% | 1451 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ICONIQ Capital, LLC | History | No change | 7,583 | 808 | 0.02% | 0.05% | 1452 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Expressive Wealth LLC | History | Added to | 6,552 | 802 | 0.76% | 0.84% | 1453 | +4,902 | 297.09% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 1,863 | 801 | 0.16% | 0.1% | 1454 | +1,189 | 176.41% | Q1 2026 | May 11, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 1,877 | 800 | 0.08% | 0.09% | 1455 | -54 | -2.8% | Q1 2026 | May 15, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 1,873 | 798 | 0.23% | 0.27% | 1456 | -163 | -8.01% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,871 | 797 | 0.02% | 0.02% | 1457 | +28 | 1.52% | Q1 2026 | Apr 15, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 1,871 | 797 | 0.42% | 0.48% | 1458 | -17 | -0.9% | Q1 2026 | May 04, 2026 |
| HANOVER ADVISORS INC | History | No change | 1,869 | 796 | 0.32% | 0.34% | 1459 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 1,865 | 795 | 0.59% | 0.66% | 1460 | -2 | -0.11% | Q1 2026 | May 11, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 1,863 | 794 | 0.1% | 0.09% | 1461 | +496 | 36.28% | Q1 2026 | Apr 27, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 1,862 | 793 | 0.35% | 0.38% | 1462 | +2 | 0.11% | Q1 2026 | May 11, 2026 |
| MOTCO | History | Reduced | 1,858 | 792 | 0.07% | 0.09% | 1463 | -321 | -14.73% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 1,855 | 791 | 0.04% | 0.05% | 1464 | -203 | -9.86% | Q1 2026 | Apr 30, 2026 |
| Payne Capital LLC | History | Reduced | 1,850 | 788 | 0.72% | 0.89% | 1465 | -1 | -0.05% | Q1 2026 | Apr 20, 2026 |
| Harbor Group, Inc. | History | Added to | 1,848 | 787 | 0.11% | 0.13% | 1466 | +2 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Oxler Private Wealth LLC | History | Added to | 1,846 | 787 | 0.25% | 0.25% | 1467 | +1 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Grantvest Financial Group LLC | History | Added to | 1,843 | 785 | 0.51% | 0.55% | 1469 | +29 | 1.6% | Q1 2026 | May 11, 2026 |
| Sunpointe, LLC | History | Added to | 1,843 | 785 | 0.26% | 0.29% | 1468 | +8 | 0.44% | Q1 2026 | Apr 21, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 1,833 | 781 | 0.09% | 0.1% | 1470 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 1,834 | 781 | 0.48% | 0.51% | 1471 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 1,828 | 779 | 0.02% | 0.03% | 1472 | +1 | 0.05% | Q1 2026 | May 15, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,829 | 779 | 0.24% | 0.27% | 1473 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 1,826 | 778 | 0.01% | — | 1476 | +1,826 | New | Q1 2026 | May 14, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | New | 1,825 | 778 | 0.17% | — | 1475 | +1,825 | New | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,825 | 778 | 0.03% | 0.03% | 1474 | -32 | -1.72% | Q1 2026 | Apr 13, 2026 |
| CM WEALTH ADVISORS LLC | History | New | 1,824 | 777 | 0.17% | — | 1477 | +1,824 | New | Q1 2026 | May 08, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 1,821 | 776 | 0.79% | 0.81% | 1479 | -20 | -1.09% | Q1 2026 | Apr 21, 2026 |
| Cassia Capital Partners, LLC | History | No change | 1,820 | 776 | 0.4% | 0.47% | 1478 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 1,812 | 772 | 0.31% | 0.32% | 1480 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1,807 | 770 | 0.05% | 0.06% | 1481 | -147 | -7.52% | Q1 2026 | Apr 28, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 1,804 | 769 | 0.44% | 0.48% | 1482 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 1,792 | 764 | 0.42% | 0.43% | 1483 | -10 | -0.55% | Q1 2026 | Apr 30, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 1,790 | 763 | 0.07% | 0.08% | 1484 | -40 | -2.19% | Q1 2026 | Apr 16, 2026 |
| Burton Enright Welch | History | Added to | 1,781 | 759 | 0.1% | 0.12% | 1485 | +43 | 2.47% | Q1 2026 | May 01, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 1,776 | 757 | 0.6% | 0.23% | 1487 | +1,170 | 193.07% | Q1 2026 | May 05, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 1,777 | 757 | 0.21% | 0.23% | 1486 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 1,771 | 755 | 0.49% | 0.72% | 1488 | -219 | -11.01% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 1,768 | 753 | 0.04% | 0.05% | 1491 | +956 | 117.73% | Q1 2026 | Apr 22, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 1,766 | 753 | 0.0% | 0.0% | 1489 | -24 | -1.34% | Q1 2026 | May 15, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 1,766 | 753 | 0.03% | 0.04% | 1490 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alpine Bank Wealth Management | History | No change | 1,755 | 748 | 0.11% | 0.12% | 1492 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 1,754 | 747 | 0.13% | 0.18% | 1493 | +375 | 27.19% | Q1 2026 | May 01, 2026 |
| Retirement Solution LLC | History | Reduced | 1,754 | 747 | 0.18% | 0.2% | 1494 | -122 | -6.5% | Q1 2026 | May 11, 2026 |
| Barnett & Company, Inc. | History | Added to | 1,750 | 746 | 0.58% | 0.65% | 1495 | +45 | 2.64% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 1,743 | 743 | 0.01% | 0.01% | 1496 | -663 | -27.56% | Q1 2026 | May 12, 2026 |
| Renasant Bank | History | Reduced | 1,739 | 741 | 0.52% | 1.14% | 1497 | -1,823 | -51.18% | Q1 2026 | Apr 29, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 1,740 | 741 | 0.15% | 0.17% | 1498 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 1,737 | 740 | 0.1% | 0.11% | 1499 | +40 | 2.36% | Q1 2026 | May 04, 2026 |
| Net Worth Advisory Group | History | No change | 1,737 | 740 | 0.15% | 0.17% | 1500 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 1,727 | 737 | 0.45% | 0.48% | 1501 | +1 | 0.06% | Q1 2026 | May 05, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 1,724 | 735 | 0.37% | 0.42% | 1502 | -106 | -5.79% | Q1 2026 | May 06, 2026 |
| WARNER FINANCIAL, INC | History | Reduced | 1,720 | 733 | 0.25% | 0.29% | 1503 | -74 | -4.12% | Q1 2026 | Apr 08, 2026 |
| Capital Wealth Planning, LLC | History | New | 1,715 | 731 | 0.0% | — | 1506 | +1,715 | New | Q1 2026 | May 15, 2026 |
| Family Investment Center, Inc. | History | Reduced | 1,716 | 731 | 0.14% | 0.17% | 1504 | -19 | -1.1% | Q1 2026 | Apr 24, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 1,715 | 731 | 0.27% | 0.29% | 1505 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Headland Capital, LLC | History | Reduced | 1,713 | 730 | 0.21% | 0.23% | 1507 | -6 | -0.35% | Q1 2026 | May 04, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 1,710 | 729 | 0.42% | 0.46% | 1509 | +4 | 0.23% | Q1 2026 | May 01, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 1,710 | 729 | 0.54% | 0.58% | 1508 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 1,705 | 726 | 0.42% | 0.46% | 1510 | +1 | 0.06% | Q1 2026 | May 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 1,702 | 725 | 0.04% | 0.22% | 1512 | -5,318 | -75.75% | Q1 2026 | May 11, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 1,701 | 725 | 0.21% | 0.23% | 1511 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 1,700 | 724 | 0.11% | 0.13% | 1514 | -138 | -7.51% | Q1 2026 | Apr 21, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 1,699 | 724 | 0.17% | 0.19% | 1513 | -45 | -2.58% | Q1 2026 | May 13, 2026 |
| TrustBank | History | No change | 1,700 | 724 | 0.28% | 0.34% | 1515 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 1,694 | 722 | 0.04% | 0.04% | 1516 | -7 | -0.41% | Q1 2026 | Apr 27, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 1,683 | 717 | 0.24% | 0.3% | 1517 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 1,680 | 716 | 0.15% | 0.18% | 1518 | -138 | -7.59% | Q1 2026 | Apr 20, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 1,677 | 715 | 0.24% | 0.26% | 1519 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 1,674 | 713 | 0.22% | 0.25% | 1520 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Baring Financial LLC | History | Added to | 1,668 | 711 | 0.43% | 0.48% | 1521 | +13 | 0.79% | Q1 2026 | Apr 06, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,665 | 710 | 0.06% | 0.06% | 1522 | +75 | 4.72% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,665 | 709 | 0.02% | 0.03% | 1523 | -694 | -29.42% | Q1 2026 | Apr 23, 2026 |
| Requisite Capital Management, LLC | History | No change | 1,664 | 709 | 0.13% | 0.15% | 1524 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 1,662 | 708 | 0.06% | 0.08% | 1525 | -28 | -1.66% | Q1 2026 | Apr 16, 2026 |
| Cache Advisors, LLC | History | No change | 1,659 | 707 | 0.08% | 0.1% | 1526 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 1,658 | 706 | 0.07% | 0.08% | 1527 | -94 | -5.37% | Q1 2026 | Apr 27, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1,654 | 705 | 0.05% | 0.05% | 1528 | -86 | -4.94% | Q1 2026 | May 06, 2026 |
| waypoint wealth counsel | History | Reduced | 1,655 | 705 | 0.36% | 0.29% | 1529 | -28 | -1.66% | Q1 2026 | Apr 23, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 1,631 | 704 | 0.12% | 0.19% | 1530 | -730 | -30.92% | Q1 2026 | Apr 07, 2026 |
| Financial Insights, Inc. | History | Reduced | 1,649 | 703 | 0.23% | 0.26% | 1531 | -17 | -1.02% | Q1 2026 | May 18, 2026 |
| Alliance Private Wealth, LLC | History | No change | 1,645 | 701 | 0.25% | 0.26% | 1532 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | New | 1,635 | 697 | 0.01% | — | 1533 | +1,635 | New | Q1 2026 | May 11, 2026 |
| New Millennium Group LLC | History | No change | 1,470 | 695 | 0.3% | 0.3% | 1534 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,629 | 694 | 0.0% | 0.01% | 1535 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MFA WEALTH ADVISORS, LLC | History | No change | 1,627 | 693 | 0.14% | 0.16% | 1536 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SACHEM HILL LLC | History | No change | 1,626 | 693 | 0.13% | 0.15% | 1537 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,621 | 691 | 0.19% | 0.21% | 1538 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 1,437 | 687 | 0.41% | 0.43% | 1539 | -32 | -2.18% | Q1 2026 | Apr 23, 2026 |
| Madson Wealth Advisors Inc | History | New | 1,610 | 686 | 0.57% | — | 1541 | +1,610 | New | Q1 2026 | Apr 21, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 1,610 | 686 | 0.11% | 0.14% | 1540 | -22 | -1.35% | Q1 2026 | Apr 16, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 1,607 | 685 | 0.43% | 0.47% | 1542 | -143 | -8.17% | Q1 2026 | Apr 21, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 1,607 | 685 | 0.62% | 0.69% | 1543 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Livet Wealth, LLC | History | Added to | 1,601 | 682 | 0.43% | 0.46% | 1544 | +9 | 0.57% | Q1 2026 | Apr 24, 2026 |
| 360 Financial, Inc. | History | Added to | 1,596 | 680 | 0.2% | 0.21% | 1545 | +118 | 7.98% | Q1 2026 | May 07, 2026 |
| Daner Wealth Management, LLC | History | Added to | 5,500 | 678 | 0.4% | 0.39% | 1547 | +4,105 | 294.27% | Q1 2026 | May 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 1,591 | 678 | 0.04% | 0.04% | 1546 | -135 | -7.82% | Q1 2026 | Apr 27, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 1,589 | 677 | 0.14% | 0.15% | 1548 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NORDEN GROUP LLC | History | No change | 1,589 | 677 | 0.07% | 0.07% | 1549 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Geneva Partners, LLC | History | Reduced | 1,586 | 676 | 0.32% | 0.49% | 1550 | -1,315 | -45.33% | Q1 2026 | Apr 29, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 1,583 | 675 | 0.47% | 0.51% | 1551 | +1 | 0.06% | Q1 2026 | May 08, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 1,581 | 674 | 0.01% | 0.01% | 1552 | -23 | -1.43% | Q1 2026 | May 15, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 1,580 | 673 | 0.15% | 0.16% | 1553 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Persium Advisors, LLC | History | Reduced | 1,576 | 672 | 0.53% | 0.61% | 1556 | -198 | -11.16% | Q1 2026 | May 01, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 1,576 | 672 | 0.04% | 0.05% | 1554 | -104 | -6.19% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 1,576 | 672 | 0.03% | 0.03% | 1555 | +33 | 2.14% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 1,572 | 670 | 0.11% | 0.13% | 1557 | -84 | -5.07% | Q1 2026 | Apr 22, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,572 | 670 | 0.09% | 0.1% | 1558 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 1,569 | 669 | 0.06% | — | 1561 | +1,569 | New | Q1 2026 | May 06, 2026 |
| Orin Green Financial, LLC | History | Reduced | 1,570 | 669 | 0.27% | 0.31% | 1560 | -60 | -3.68% | Q1 2026 | Apr 29, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 1,570 | 669 | 0.11% | 0.12% | 1559 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BURNEY CO/ | History | Reduced | 1,565 | 667 | 0.02% | 0.04% | 1562 | -901 | -36.54% | Q1 2026 | Apr 29, 2026 |
| Hartford Financial Management Inc. | History | Added to | 1,564 | 666 | 0.17% | 0.19% | 1564 | +30 | 1.96% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,562 | 666 | 0.04% | 0.05% | 1563 | -28 | -1.76% | Q1 2026 | Apr 13, 2026 |
| Vawter Financial, Ltd. | History | No change | 1,564 | 666 | 0.28% | 0.31% | 1565 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 1,491 | 665 | 0.08% | 0.08% | 1567 | +170 | 12.87% | Q1 2026 | Apr 22, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 1,560 | 665 | 0.06% | 0.06% | 1566 | -17 | -1.08% | Q1 2026 | May 05, 2026 |
| GFG Capital, LLC | History | Reduced | 1,558 | 664 | 0.21% | 2.11% | 1568 | -10,953 | -87.55% | Q1 2026 | Apr 21, 2026 |
| Mattern Wealth Management LLC | History | No change | 1,557 | 663 | 0.13% | 0.14% | 1569 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hemenway Trust Co LLC | History | New | 1,551 | 661 | 0.05% | — | 1571 | +1,551 | New | Q1 2026 | May 07, 2026 |
| Compass Ion Advisors, LLC | History | No change | 1,551 | 661 | 0.06% | 0.07% | 1570 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 1,550 | 660 | 0.25% | 0.25% | 1573 | -24 | -1.52% | Q1 2026 | May 08, 2026 |
| Twele Capital Management, Inc. | History | No change | 1,549 | 660 | 0.12% | 0.13% | 1572 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 1,545 | 658 | 0.09% | 0.1% | 1574 | +1 | 0.06% | Q1 2026 | Apr 15, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 1,541 | 657 | 0.59% | 0.95% | 1579 | -792 | -33.95% | Q1 2026 | Apr 16, 2026 |
| Bell Bank | History | Reduced | 1,541 | 657 | 0.03% | 0.03% | 1575 | -159 | -9.35% | Q1 2026 | Apr 23, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 1,543 | 657 | 0.07% | 0.09% | 1578 | -126 | -7.55% | Q1 2026 | May 04, 2026 |
| S&CO INC | History | Reduced | 1,542 | 657 | 0.04% | 0.05% | 1576 | -10 | -0.64% | Q1 2026 | May 07, 2026 |
| Altus Wealth Management, LLC | History | No change | 1,543 | 657 | 0.29% | 0.31% | 1577 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GWN SECURITIES INC. | History | Added to | 1,536 | 655 | 0.13% | 0.13% | 1580 | +215 | 16.28% | Q1 2026 | May 14, 2026 |
| Riverstone Advisors, LLC | History | Added to | 1,531 | 652 | 0.32% | 0.1% | 1581 | +1,090 | 247.17% | Q1 2026 | Apr 21, 2026 |
| Hudson Capital Management LLC | History | Reduced | 1,527 | 651 | 0.17% | 0.18% | 1584 | -4 | -0.26% | Q1 2026 | Apr 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 1,529 | 651 | 0.38% | 0.43% | 1582 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, LLC | History | No change | 1,527 | 651 | 0.04% | 0.04% | 1583 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 1,524 | 649 | 0.05% | 0.05% | 1585 | +29 | 1.94% | Q1 2026 | Apr 24, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 1,520 | 648 | 0.04% | 0.03% | 1586 | +635 | 71.75% | Q1 2026 | Apr 09, 2026 |
| Redwood Financial Network Corp | History | Added to | 1,519 | 647 | 0.42% | 0.42% | 1587 | +138 | 9.99% | Q1 2026 | May 14, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 1,517 | 646 | 0.07% | 0.09% | 1589 | -136 | -8.23% | Q1 2026 | Apr 24, 2026 |
| BKM Wealth Management, LLC | History | Added to | 1,516 | 646 | 0.24% | 0.24% | 1588 | +126 | 9.06% | Q1 2026 | Apr 22, 2026 |
| Horizon Investment Services, LLC | History | Added to | 1,514 | 645 | 0.22% | 0.22% | 1590 | +199 | 15.13% | Q1 2026 | May 15, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 1,515 | 645 | 0.35% | 0.31% | 1591 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 1,513 | 645 | 0.11% | 0.12% | 1592 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 1,494 | 644 | 0.07% | 0.07% | 1593 | +496 | 49.7% | Q1 2026 | Apr 10, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 1,510 | 643 | 0.27% | 0.28% | 1594 | +93 | 6.56% | Q1 2026 | May 13, 2026 |
| Ardent Capital Management, Inc. | History | No change | 1,510 | 643 | 0.28% | 0.28% | 1595 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 1,907 | 642 | 0.43% | — | 1597 | +1,907 | New | Q1 2026 | May 13, 2026 |
| DAGCO, INC. | History | No change | 1,507 | 642 | 0.14% | 0.16% | 1596 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 1,502 | 640 | 0.16% | 0.08% | 1599 | +822 | 120.88% | Q1 2026 | May 15, 2026 |
| Francis Financial, Inc. | History | Added to | 1,502 | 640 | 0.12% | 0.14% | 1598 | +3 | 0.2% | Q1 2026 | May 07, 2026 |
| Dempze Nancy E | History | No change | 1,500 | 639 | 0.35% | 0.37% | 1600 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Everstar Asset Management, LLC | History | Added to | 1,494 | 637 | 0.34% | 0.36% | 1601 | +84 | 5.96% | Q1 2026 | Apr 16, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 1,493 | 636 | 0.04% | 0.04% | 1602 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Advantage, Inc. | History | No change | 1,493 | 636 | 0.08% | 0.1% | 1603 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Perkins Coie Trust Co | History | No change | 1,489 | 634 | 0.12% | 0.13% | 1604 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 1,340 | 634 | 0.13% | 0.13% | 1605 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 1,314 | 630 | 0.09% | 0.09% | 1607 | +80 | 6.48% | Q1 2026 | Apr 28, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 1,479 | 630 | 0.15% | 0.16% | 1606 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 1,310 | 627 | 0.59% | 0.44% | 1610 | +311 | 31.13% | Q1 2026 | Apr 27, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 1,473 | 627 | 0.47% | 0.52% | 1609 | +2 | 0.14% | Q1 2026 | Apr 20, 2026 |
| Landmark Wealth Management, LLC | History | No change | 1,472 | 627 | 0.17% | 0.27% | 1608 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 1,463 | 623 | 0.29% | 0.33% | 1611 | +3 | 0.21% | Q1 2026 | May 12, 2026 |
| TritonPoint Partners, LLC | History | Added to | 1,459 | 622 | 0.23% | 0.35% | 1612 | +59 | 4.21% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Management, LLC | History | No change | 1,456 | 620 | 0.04% | 0.04% | 1613 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Peak Planning Group, LLC | History | Reduced | 1,452 | 619 | 0.17% | 0.22% | 1616 | -196 | -11.89% | Q1 2026 | Apr 22, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,453 | 619 | 0.27% | 0.28% | 1615 | +1 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Well Done, LLC | History | No change | 1,452 | 619 | 0.09% | 0.1% | 1614 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AGH Wealth Advisors, LLC | History | No change | 1,450 | 618 | 0.45% | 0.52% | 1617 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 1,305 | 617 | 0.1% | 0.09% | 1618 | -26 | -1.95% | Q1 2026 | Apr 22, 2026 |
| North Berkeley Wealth Management, LLC | History | Reduced | 1,443 | 615 | 0.33% | 0.42% | 1619 | -59 | -3.93% | Q1 2026 | May 15, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 1,438 | 613 | 0.09% | 0.1% | 1620 | -102 | -6.62% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,435 | 611 | 0.02% | 0.03% | 1621 | -744 | -34.14% | Q1 2026 | May 15, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 1,430 | 609 | 0.1% | 0.11% | 1622 | +85 | 6.32% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 1,421 | 605 | 0.13% | 0.06% | 1624 | +680 | 91.77% | Q1 2026 | Apr 30, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 1,421 | 605 | 0.11% | 0.14% | 1626 | -221 | -13.46% | Q1 2026 | Apr 22, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 1,419 | 605 | 0.1% | 0.11% | 1623 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Richardson Capital Management LLC | History | No change | 1,419 | 605 | 0.29% | 0.34% | 1625 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LGL PARTNERS, LLC | History | Added to | 1,418 | 604 | 0.25% | 0.29% | 1628 | +2 | 0.14% | Q1 2026 | May 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,419 | 604 | 0.01% | 0.01% | 1627 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pearl Planning LLC | History | No change | 1,418 | 604 | 0.32% | 0.41% | 1629 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 1,415 | 603 | 0.13% | 0.21% | 1631 | -635 | -30.98% | Q1 2026 | May 08, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 1,415 | 603 | 0.17% | 0.18% | 1630 | -5 | -0.35% | Q1 2026 | Apr 22, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 1,415 | 603 | 0.48% | 0.53% | 1632 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 1,410 | 601 | 0.56% | 0.58% | 1633 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mosley Wealth Management | History | Added to | 1,278 | 598 | 0.27% | 0.28% | 1636 | +1 | 0.08% | Q1 2026 | Apr 27, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 1,403 | 598 | 0.04% | 0.04% | 1634 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Olde Wealth Management, LLC | History | No change | 1,403 | 598 | 0.19% | 0.2% | 1635 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 1,400 | 597 | 0.0% | — | 1638 | +1,400 | New | Q1 2026 | May 05, 2026 |
| American Money Management, LLC | History | Reduced | 1,401 | 597 | 0.09% | 0.11% | 1637 | -44 | -3.04% | Q1 2026 | May 11, 2026 |
| SUMMITRY LLC | History | New | 1,400 | 596 | 0.02% | — | 1639 | +1,400 | New | Q1 2026 | May 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,395 | 595 | 0.03% | 0.03% | 1640 | +30 | 2.2% | Q1 2026 | May 18, 2026 |
| GoalVest Advisory LLC | History | Reduced | 1,393 | 593 | 0.12% | 0.14% | 1642 | -148 | -9.6% | Q1 2026 | Apr 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 1,392 | 593 | 0.15% | 0.18% | 1641 | -8 | -0.57% | Q1 2026 | May 06, 2026 |
| Financial Life Planners | History | Added to | 1,391 | 593 | 0.45% | 0.47% | 1643 | +1 | 0.07% | Q1 2026 | Apr 24, 2026 |
| North Capital, Inc. | History | No change | 1,389 | 592 | 0.5% | 0.57% | 1644 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Reduced | 1,386 | 590 | 0.09% | 0.14% | 1645 | -607 | -30.46% | Q1 2026 | May 01, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,384 | 590 | 0.03% | 0.03% | 1646 | -10 | -0.72% | Q1 2026 | Apr 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,385 | 590 | 0.35% | 0.39% | 1647 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wealth Management Partners, LLC | History | No change | 1,381 | 588 | 0.17% | 0.19% | 1648 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 1,377 | 587 | 0.14% | 0.18% | 1649 | -164 | -10.64% | Q1 2026 | Apr 24, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 1,374 | 585 | 0.26% | 0.28% | 1650 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 1,373 | 585 | 0.47% | 0.54% | 1651 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 1,370 | 584 | 0.31% | 0.4% | 1653 | -238 | -14.8% | Q1 2026 | Apr 21, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 1,370 | 584 | 0.03% | 0.04% | 1652 | -179 | -11.56% | Q1 2026 | May 01, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,368 | 583 | 0.03% | 0.04% | 1654 | +37 | 2.78% | Q1 2026 | Apr 28, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 1,367 | 582 | 0.08% | 0.08% | 1655 | -38 | -2.7% | Q1 2026 | May 05, 2026 |
| TCFG Investment Advisors, LLC | History | New | 1,357 | 581 | 0.22% | — | 1657 | +1,357 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 1,357 | 581 | 0.22% | 0.23% | 1656 | +110 | 8.82% | Q1 2026 | Apr 23, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 1,361 | 580 | 0.08% | 0.08% | 1658 | +84 | 6.58% | Q1 2026 | Apr 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 1,360 | 579 | 0.02% | 0.03% | 1660 | +10 | 0.74% | Q1 2026 | Apr 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,358 | 579 | 0.05% | 0.06% | 1659 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Royal Harbor Partners, LLC | History | No change | 1,360 | 579 | 0.2% | 0.21% | 1661 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Private Trust Co. | History | No change | 1,357 | 578 | 0.04% | 0.04% | 1662 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 1,353 | 577 | 0.45% | 0.51% | 1663 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SB Capital Management Inc | History | No change | 1,217 | 576 | 0.21% | 0.21% | 1664 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CFO4Life Group, LLC | History | Added to | 1,349 | 575 | 0.09% | 0.09% | 1665 | +1 | 0.07% | Q1 2026 | May 11, 2026 |
| Tempo Wealth, LLC | History | Added to | 1,350 | 575 | 0.1% | 0.11% | 1666 | +1 | 0.07% | Q1 2026 | May 14, 2026 |
| Reliant Wealth Planning | History | No change | 1,347 | 574 | 0.17% | 0.2% | 1667 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Reduced | 1,343 | 573 | 0.41% | 0.74% | 1669 | -947 | -41.35% | Q1 2026 | May 08, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 1,345 | 573 | 0.5% | 0.5% | 1670 | +70 | 5.49% | Q1 2026 | May 01, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,344 | 573 | 0.06% | 0.07% | 1668 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 1,342 | 572 | 0.02% | 0.02% | 1671 | -58 | -4.14% | Q1 2026 | Apr 16, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 1,342 | 572 | 0.54% | 0.55% | 1672 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fairway Wealth LLC | History | Added to | 1,337 | 570 | 0.15% | 0.16% | 1673 | +108 | 8.79% | Q1 2026 | Apr 23, 2026 |
| Point Windward Advisors Inc. | History | No change | 1,336 | 569 | 0.29% | 0.3% | 1674 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 1,285 | 569 | 0.11% | 0.12% | 1675 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 1,331 | 567 | 0.11% | 0.12% | 1677 | -54 | -3.9% | Q1 2026 | Apr 09, 2026 |
| Kendall Capital Management | History | Reduced | 1,330 | 567 | 0.12% | 0.13% | 1678 | -10 | -0.75% | Q1 2026 | Apr 24, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,330 | 567 | 0.0% | 0.0% | 1676 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 1,332 | 567 | 0.38% | 0.47% | 1679 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MontVue Capital Management, Inc. | History | No change | 1,328 | 566 | 0.39% | 0.42% | 1680 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| EASTERN BANK | History | Reduced | 1,325 | 564 | 0.01% | 0.01% | 1681 | -152 | -10.29% | Q1 2026 | Apr 07, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 1,324 | 564 | 0.04% | 0.05% | 1682 | +10 | 0.76% | Q1 2026 | Apr 29, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 1,325 | 564 | 0.35% | 0.37% | 1683 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | No change | 1,320 | 562 | 0.23% | 0.26% | 1684 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,316 | 561 | 0.04% | 0.04% | 1685 | -45 | -3.31% | Q1 2026 | May 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 1,307 | 557 | 0.23% | 0.27% | 1686 | -9 | -0.68% | Q1 2026 | May 11, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 1,307 | 557 | 0.07% | 0.07% | 1687 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fermata Advisors, LLC | History | Added to | 1,296 | 552 | 0.12% | 0.14% | 1689 | +27 | 2.13% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Advisors | History | Reduced | 1,296 | 552 | 0.04% | 0.05% | 1688 | -22 | -1.67% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,293 | 551 | 0.0% | 0.0% | 1690 | -2,542 | -66.28% | Q1 2026 | May 15, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 1,290 | 550 | 0.25% | 0.25% | 1691 | -3 | -0.23% | Q1 2026 | May 13, 2026 |
| Ashford Advisors, LLC | History | No change | 1,290 | 550 | 0.13% | 0.13% | 1692 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 1,290 | 550 | 0.32% | 0.37% | 1693 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 1,288 | 549 | 0.27% | 0.28% | 1694 | +106 | 8.97% | Q1 2026 | Apr 24, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 1,286 | 548 | 0.31% | 0.82% | 1695 | -458 | -26.26% | Q1 2026 | May 12, 2026 |
| Rubicon Advisors, GP | History | Added to | 1,281 | 546 | 0.48% | 0.56% | 1696 | +12 | 0.95% | Q1 2026 | May 14, 2026 |
| D.B. Root & Company, LLC | History | No change | 1,275 | 543 | 0.13% | 0.15% | 1697 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| River Wealth Advisors LLC | History | Added to | 1,269 | 541 | 0.06% | 0.06% | 1698 | +165 | 14.95% | Q1 2026 | May 13, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 1,143 | 540 | 0.59% | 0.59% | 1699 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 1,256 | 535 | 0.09% | 0.1% | 1700 | -32 | -2.48% | Q1 2026 | Apr 21, 2026 |
| Impact Capital Partners LLC | History | Reduced | 1,253 | 534 | 0.16% | 0.23% | 1703 | -367 | -22.65% | Q1 2026 | Apr 10, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Reduced | 1,253 | 534 | 0.43% | 0.53% | 1704 | -158 | -11.2% | Q1 2026 | May 07, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 1,253 | 534 | 0.07% | 0.08% | 1701 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wayfinding Financial, LLC | History | No change | 1,253 | 534 | 0.23% | 0.25% | 1702 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LPWM LLC | History | Added to | 1,251 | 533 | 0.13% | 0.15% | 1707 | +31 | 2.54% | Q1 2026 | Apr 08, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 1,250 | 533 | 0.02% | 0.03% | 1706 | -24 | -1.88% | Q1 2026 | May 11, 2026 |
| Old North State Trust, LLC | History | No change | 1,250 | 533 | 0.32% | 0.35% | 1705 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRB Wealth Management, LLC | History | New | 1,248 | 532 | 0.08% | — | 1708 | +1,248 | New | Q1 2026 | May 14, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,246 | 531 | 0.11% | 0.11% | 1710 | +162 | 14.94% | Q1 2026 | May 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 1,248 | 531 | 0.04% | 0.04% | 1709 | +83 | 7.12% | Q1 2026 | Apr 20, 2026 |
| PACK Private Wealth, LLC | History | No change | 1,246 | 531 | 0.24% | 0.27% | 1711 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 1,244 | 530 | 0.53% | 0.62% | 1712 | -65 | -4.97% | Q1 2026 | Apr 14, 2026 |
| Wise Wealth Partners | History | Reduced | 1,242 | 529 | 0.72% | 0.86% | 1715 | -19 | -1.51% | Q1 2026 | Apr 21, 2026 |
| JNBA Financial Advisors | History | No change | 1,243 | 529 | 0.04% | 0.05% | 1713 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 1,241 | 529 | 0.06% | 0.06% | 1714 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 1,240 | 528 | 0.47% | 0.46% | 1717 | +134 | 12.12% | Q1 2026 | Apr 29, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 1,239 | 528 | 0.26% | 0.29% | 1716 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MLP3, LLC | History | No change | 1,239 | 528 | 0.58% | 0.64% | 1718 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 1,236 | 527 | 0.08% | 0.1% | 1719 | -22 | -1.75% | Q1 2026 | May 01, 2026 |
| TMB Capital Partners, LLC | History | No change | 1,238 | 527 | 0.18% | 0.2% | 1720 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 1,235 | 526 | 0.05% | 0.05% | 1721 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 1,234 | 526 | 0.16% | 0.18% | 1722 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aspen Investment Management Inc | History | No change | 1,230 | 525 | 0.16% | 0.18% | 1723 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 1,229 | 524 | 1.89% | 0.75% | 1724 | +167 | 15.73% | Q1 2026 | Apr 21, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 1,227 | 523 | 0.07% | 0.07% | 1725 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 1,225 | 522 | 0.09% | 0.06% | 1726 | +640 | 109.4% | Q1 2026 | Apr 09, 2026 |
| IRON Financial LLC | History | Reduced | 1,223 | 521 | 0.23% | 0.27% | 1727 | -18 | -1.45% | Q1 2026 | Apr 27, 2026 |
| Integris Wealth Management, LLC | History | No change | 1,222 | 521 | 0.12% | 0.13% | 1728 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aspire Capital Advisors LLC | History | No change | 1,224 | 521 | 0.12% | 0.14% | 1729 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | No change | 1,223 | 521 | 0.33% | 0.36% | 1730 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Schulz Wealth, LTD. | History | No change | 1,101 | 521 | 0.33% | 0.33% | 1731 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 1,220 | 520 | 0.16% | 0.15% | 1732 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hills Bank & Trust Co | History | No change | 1,221 | 520 | 0.03% | 0.03% | 1733 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 1,217 | 519 | 0.06% | 0.06% | 1734 | +75 | 6.57% | Q1 2026 | Apr 10, 2026 |
| Edge Financial Advisors LLC | History | No change | 1,090 | 516 | 0.22% | 0.22% | 1735 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| New World Advisors LLC | History | New | 1,208 | 515 | 0.09% | — | 1738 | +1,208 | New | Q1 2026 | Apr 27, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 1,209 | 515 | 0.17% | 0.09% | 1737 | +633 | 109.9% | Q1 2026 | Apr 22, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 1,208 | 515 | 0.07% | 0.09% | 1736 | +1 | 0.08% | Q1 2026 | Apr 13, 2026 |
| Aries Wealth Management | History | No change | 1,205 | 513 | 0.11% | 0.13% | 1739 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gordian Advisors LLC | History | No change | 1,204 | 513 | 0.34% | 0.38% | 1740 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 1,202 | 512 | 0.13% | 0.16% | 1741 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 1,202 | 512 | 0.18% | 0.22% | 1742 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 1,200 | 511 | 0.05% | 0.06% | 1743 | -144 | -10.71% | Q1 2026 | May 06, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 1,199 | 511 | 0.23% | 0.24% | 1744 | -95 | -7.34% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 1,200 | 511 | 0.25% | 0.31% | 1745 | -61 | -4.84% | Q1 2026 | Apr 22, 2026 |
| Moment Partners, LLC | History | No change | 1,200 | 511 | 0.09% | 0.12% | 1746 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 1,200 | 511 | 0.3% | 0.37% | 1747 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 1,193 | 508 | 0.02% | 0.02% | 1748 | -6 | -0.5% | Q1 2026 | May 14, 2026 |
| Capital Research Global Investors | History | Reduced | 1,236 | 507 | 0.0% | 0.0% | 1749 | -1,532 | -55.35% | Q1 2026 | May 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 1,190 | 507 | 0.77% | 0.87% | 1751 | -57 | -4.57% | Q1 2026 | Apr 30, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 1,190 | 507 | 0.07% | 0.08% | 1750 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 1,188 | 506 | 0.09% | 0.09% | 1752 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gemmer Asset Management LLC | History | No change | 1,189 | 506 | 0.04% | 0.04% | 1753 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 1,185 | 505 | 0.24% | 0.23% | 1754 | +156 | 15.16% | Q1 2026 | May 07, 2026 |
| NOVEM GROUP | History | Added to | 1,186 | 505 | 0.06% | 0.06% | 1756 | +1 | 0.08% | Q1 2026 | Apr 10, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 1,185 | 505 | 0.13% | 0.14% | 1755 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 1,183 | 504 | 0.22% | 0.26% | 1757 | -22 | -1.83% | Q1 2026 | Apr 06, 2026 |
| Asset One Wealth Management LLC | History | Added to | 1,071 | 504 | 0.06% | 0.07% | 1758 | +19 | 1.81% | Q1 2026 | May 12, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 1,175 | 500 | 0.09% | 0.11% | 1759 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 1,174 | 500 | 0.31% | 0.33% | 1760 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 1,171 | 499 | 0.06% | 0.06% | 1761 | +146 | 14.24% | Q1 2026 | May 06, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 1,172 | 499 | 0.1% | 0.12% | 1763 | +33 | 2.9% | Q1 2026 | May 12, 2026 |
| Total Wealth Planning, LLC | History | No change | 1,055 | 499 | 1.07% | 1.07% | 1762 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 1,167 | 497 | 0.13% | 0.15% | 1764 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BXM Wealth LLC | History | No change | 1,166 | 497 | 0.38% | 0.42% | 1765 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 1,164 | 496 | 0.59% | 0.58% | 1767 | -253 | -17.85% | Q1 2026 | Apr 28, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 1,164 | 496 | 0.11% | 0.12% | 1766 | -35 | -2.92% | Q1 2026 | May 15, 2026 |
| FORBES J M & CO LLP | History | New | 1,163 | 495 | 0.04% | — | 1768 | +1,163 | New | Q1 2026 | Apr 16, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,158 | 494 | 0.07% | 0.07% | 1769 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AIRE ADVISORS, LLC | History | No change | 1,159 | 494 | 0.09% | 0.1% | 1770 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WBH ADVISORY INC | History | Added to | 1,147 | 493 | 0.04% | 0.03% | 1771 | +156 | 15.74% | Q1 2026 | Apr 27, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 1,153 | 492 | 0.34% | 0.39% | 1773 | -89 | -7.17% | Q1 2026 | Apr 28, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 1,156 | 492 | 0.21% | 0.23% | 1772 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 1,034 | 489 | 0.2% | 0.2% | 1774 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Harold Davidson & Associates Inc. | History | Added to | 1,144 | 487 | 0.24% | 0.11% | 1775 | +629 | 122.14% | Q1 2026 | Apr 30, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 1,025 | 485 | 0.1% | 0.1% | 1776 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 1,136 | 484 | 0.05% | 0.06% | 1777 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wernau Asset Management Inc. | History | No change | 1,132 | 482 | 0.34% | 0.29% | 1778 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Berbice Capital Management LLC | History | Reduced | 1,129 | 481 | 0.31% | 0.95% | 1780 | -2,200 | -66.09% | Q1 2026 | May 06, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 1,129 | 481 | 0.06% | 0.06% | 1779 | -50 | -4.24% | Q1 2026 | May 14, 2026 |
| PEOPLES BANK /OH | History | Reduced | 1,127 | 480 | 0.29% | 0.35% | 1781 | -68 | -5.69% | Q1 2026 | Apr 24, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 1,126 | 480 | 0.12% | 0.13% | 1782 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 1,122 | 478 | 0.04% | 0.04% | 1785 | +117 | 11.64% | Q1 2026 | May 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 1,123 | 478 | 0.05% | 0.06% | 1783 | -25 | -2.18% | Q1 2026 | Apr 21, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 1,123 | 478 | 0.05% | 0.05% | 1784 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Jacobsen Capital Management | History | Reduced | 1,119 | 477 | 0.16% | 0.24% | 1787 | -455 | -28.91% | Q1 2026 | Apr 24, 2026 |
| Pathway Financial Advisors LLC | History | No change | 1,111 | 477 | 0.06% | 0.07% | 1786 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Tradewinds, LLC. | History | Added to | 3,972 | 476 | 0.15% | 0.1% | 1788 | +3,098 | 354.46% | Q1 2026 | May 04, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 988 | 474 | 0.1% | 0.1% | 1789 | -11 | -1.1% | Q1 2026 | May 04, 2026 |
| Alpha Zero LLC | History | Added to | 1,110 | 473 | 0.24% | 0.28% | 1790 | +23 | 2.12% | Q1 2026 | May 07, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 1,100 | 469 | 0.25% | 0.27% | 1791 | +6 | 0.55% | Q1 2026 | May 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 1,094 | 466 | 0.01% | 0.0% | 1794 | +185 | 20.35% | Q1 2026 | May 05, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 1,093 | 466 | 0.23% | 0.23% | 1792 | +5 | 0.46% | Q1 2026 | Apr 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 983 | 466 | 0.57% | 0.59% | 1795 | +1 | 0.1% | Q1 2026 | Apr 29, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,093 | 466 | 0.0% | 0.0% | 1793 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 1,090 | 464 | 0.05% | 0.07% | 1796 | +19 | 1.77% | Q1 2026 | Apr 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,086 | 463 | 0.41% | 0.45% | 1799 | +32 | 3.04% | Q1 2026 | May 06, 2026 |
| Catalina Capital Group, LLC | History | Added to | 1,086 | 463 | 0.28% | 0.31% | 1797 | +1 | 0.09% | Q1 2026 | Apr 23, 2026 |
| Granite Group Advisors, LLC | History | Added to | 1,074 | 463 | 0.28% | 0.29% | 1798 | +1 | 0.09% | Q1 2026 | Apr 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 1,084 | 462 | 0.16% | 0.17% | 1800 | +1 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 1,078 | 459 | 0.13% | 0.12% | 1802 | +260 | 31.78% | Q1 2026 | Apr 21, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 1,078 | 459 | 0.09% | 0.1% | 1801 | -2 | -0.19% | Q1 2026 | Apr 28, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 1,076 | 458 | 0.13% | 0.14% | 1803 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Blue Fin Capital, Inc. | History | No change | 968 | 458 | 0.07% | 0.07% | 1804 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Flavin Financial Services, Inc. | History | No change | 1,072 | 457 | 0.31% | 0.35% | 1805 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 1,071 | 456 | 0.13% | 0.14% | 1806 | -6 | -0.56% | Q1 2026 | Apr 08, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 1,070 | 456 | 0.26% | 0.31% | 1807 | +2 | 0.19% | Q1 2026 | Apr 22, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 1,068 | 455 | 0.01% | 0.01% | 1808 | -137 | -11.37% | Q1 2026 | May 11, 2026 |
| Newton One Investments LLC | History | Reduced | 1,061 | 452 | 0.12% | 0.15% | 1809 | -14 | -1.3% | Q1 2026 | Apr 24, 2026 |
| Grange Capital, LLC | History | Added to | 1,060 | 451 | 0.45% | 0.48% | 1810 | +11 | 1.05% | Q1 2026 | Apr 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,055 | 449 | 0.03% | 0.03% | 1812 | -66 | -5.89% | Q1 2026 | Apr 16, 2026 |
| FCA CORP /TX | History | Reduced | 1,055 | 449 | 0.13% | 0.14% | 1811 | -30 | -2.76% | Q1 2026 | May 14, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 1,048 | 447 | 0.19% | 0.19% | 1814 | +73 | 7.49% | Q1 2026 | Apr 23, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 1,050 | 447 | 0.13% | 0.15% | 1813 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ESL Trust Services, LLC | History | Reduced | 1,037 | 442 | 0.08% | 0.14% | 1815 | -455 | -30.5% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 1,036 | 441 | 0.05% | 0.07% | 1816 | -34 | -3.18% | Q1 2026 | Apr 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,034 | 440 | 0.04% | 0.04% | 1817 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BankPlus Trust Department | History | No change | 1,033 | 440 | 0.12% | 0.13% | 1818 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 1,031 | 439 | 0.02% | 0.03% | 1819 | +56 | 5.74% | Q1 2026 | May 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | New | 1,026 | 437 | 0.02% | — | 1820 | +1,026 | New | Q1 2026 | Apr 23, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 1,022 | 436 | 0.05% | 0.05% | 1821 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,022 | 435 | 0.11% | 0.13% | 1822 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,019 | 434 | 0.03% | 0.03% | 1823 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Beacon Bank & Trust | History | No change | 1,017 | 433 | 0.09% | 0.1% | 1824 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 1,014 | 432 | 0.11% | 0.13% | 1825 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| New Republic Capital, LLC | History | Reduced | 1,012 | 431 | 0.15% | 0.22% | 1828 | -691 | -40.58% | Q1 2026 | May 01, 2026 |
| Probity Advisors, Inc. | History | No change | 1,011 | 431 | 0.07% | 0.08% | 1826 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Orion Capital Management LLC | History | No change | 1,012 | 431 | 0.15% | 0.16% | 1827 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 1,013 | 431 | 0.2% | 0.24% | 1829 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Invst, LLC | History | Added to | 1,010 | 430 | 0.05% | 0.03% | 1830 | +475 | 88.79% | Q1 2026 | May 13, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 1,007 | 429 | 0.0% | 0.0% | 1831 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 1,008 | 429 | 0.2% | 0.22% | 1832 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,003 | 427 | 0.01% | 0.01% | 1834 | +47 | 4.92% | Q1 2026 | May 11, 2026 |
| LCNB CORP | History | Reduced | 1,004 | 427 | 0.14% | 0.17% | 1833 | -40 | -3.83% | Q1 2026 | May 11, 2026 |
| Collar Capital Management, LLC | History | Reduced | 1,000 | 426 | 0.28% | 0.38% | 1835 | -200 | -16.67% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 999 | 425 | 0.11% | 0.12% | 1837 | +84 | 9.18% | Q1 2026 | Apr 29, 2026 |
| Fusion Family Wealth, LLC | History | No change | 997 | 425 | 0.03% | 0.04% | 1836 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 999 | 425 | 0.26% | 0.32% | 1838 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Align Financial, LLC | History | Reduced | 996 | 424 | 0.24% | 0.27% | 1841 | -470,411 | -99.79% | Q1 2026 | May 08, 2026 |
| F/m Investments LLC | History | Reduced | 996 | 424 | 0.03% | 0.02% | 1840 | -373 | -27.25% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 995 | 424 | 0.03% | 0.03% | 1839 | +105 | 11.8% | Q1 2026 | Apr 21, 2026 |
| New Perspectives, Inc | History | Reduced | 994 | 423 | 0.15% | 0.17% | 1842 | -63 | -5.96% | Q1 2026 | Apr 21, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 994 | 423 | 0.28% | 0.29% | 1843 | -31 | -3.02% | Q1 2026 | Apr 28, 2026 |
| Aspire Private Capital, LLC | History | No change | 992 | 422 | 0.1% | 0.1% | 1844 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Custos Family Office, LLC | History | No change | 893 | 422 | 0.29% | 0.29% | 1845 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | Added to | 988 | 421 | 0.25% | 0.22% | 1847 | +187 | 23.35% | Q1 2026 | Apr 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 988 | 421 | 0.08% | 0.07% | 1846 | +20 | 2.07% | Q1 2026 | Apr 29, 2026 |
| Wealthquest Corp | History | No change | 886 | 419 | 0.03% | 0.03% | 1848 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 980 | 417 | 0.03% | 0.04% | 1849 | -459 | -31.9% | Q1 2026 | May 13, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 978 | 416 | 0.19% | 0.2% | 1852 | +1 | 0.1% | Q1 2026 | May 13, 2026 |
| Vision Capital Management, Inc. | History | No change | 977 | 416 | 0.05% | 0.06% | 1850 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BancFirst Trust & Investment Management | History | No change | 1,014 | 416 | 0.18% | 0.2% | 1851 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 973 | 414 | 0.07% | 0.11% | 1854 | -411 | -29.7% | Q1 2026 | Apr 29, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 972 | 414 | 0.23% | 0.29% | 1855 | -3 | -0.31% | Q1 2026 | May 11, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 973 | 414 | 0.28% | 0.3% | 1853 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 972 | 414 | 0.3% | 0.33% | 1856 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Box Hill Private Wealth LLC | History | New | 969 | 413 | 0.41% | — | 1858 | +969 | New | Q1 2026 | Apr 03, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 970 | 413 | 0.05% | 0.05% | 1857 | -4 | -0.41% | Q1 2026 | Apr 21, 2026 |
| 1776 Wealth LLC | History | No change | 968 | 412 | 0.16% | 0.17% | 1859 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 968 | 412 | 0.09% | 0.11% | 1860 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 871 | 408 | 0.3% | 0.3% | 1861 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Northwest Bancshares, Inc. | History | No change | 955 | 407 | 0.08% | 0.09% | 1862 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 950 | 405 | 0.07% | 0.12% | 1864 | -120 | -11.21% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 950 | 405 | 0.09% | 0.11% | 1863 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | No change | 949 | 404 | 0.04% | 0.04% | 1865 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Oder Investment Management, LLC | History | No change | 948 | 404 | 0.31% | 0.32% | 1866 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Perennial Advisors, LLC | History | No change | 946 | 403 | 0.07% | 0.07% | 1867 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Management Associates, Inc | History | No change | 944 | 402 | 0.09% | 0.1% | 1868 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 943 | 401 | 0.14% | — | 1870 | +943 | New | Q1 2026 | May 13, 2026 |
| DMKC Advisory Services, LLC | History | No change | 941 | 401 | 0.17% | 0.2% | 1869 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 936 | 399 | 0.03% | 0.03% | 1871 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 933 | 397 | 0.05% | 0.03% | 1872 | +496 | 113.5% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 929 | 396 | 0.12% | 0.14% | 1873 | -91 | -8.92% | Q1 2026 | Apr 22, 2026 |
| Tanager Wealth Management LLP | History | Added to | 928 | 395 | 0.04% | 0.03% | 1874 | +387 | 71.53% | Q1 2026 | Apr 20, 2026 |
| Planning Center, Inc. | History | Reduced | 927 | 395 | 0.04% | 0.05% | 1875 | -86 | -8.49% | Q1 2026 | Apr 28, 2026 |
| Abacus Planning Group, Inc. | History | No change | 925 | 394 | 0.05% | 0.06% | 1876 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MKT Advisors LLC | History | No change | 914 | 394 | 0.13% | 0.15% | 1877 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| COMMONS CAPITAL, LLC | History | Reduced | 920 | 392 | 0.33% | 0.32% | 1879 | -86 | -8.55% | Q1 2026 | Apr 30, 2026 |
| HCR Wealth Advisors | History | No change | 919 | 392 | 0.04% | 0.04% | 1878 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Values Added Financial LLC | History | No change | 920 | 392 | 0.16% | 0.18% | 1880 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Canopy Partners, LLC | History | Added to | 916 | 390 | 0.13% | 0.1% | 1883 | +259 | 39.42% | Q1 2026 | May 11, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 915 | 390 | 0.1% | 0.11% | 1881 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 916 | 390 | 0.09% | 0.1% | 1882 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 914 | 389 | 0.01% | 0.01% | 1884 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Members Trust Co | History | No change | 914 | 389 | 0.01% | 0.01% | 1885 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 913 | 389 | 0.18% | 0.2% | 1886 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Marble Wealth, LLC | History | Reduced | 911 | 388 | 0.07% | 0.07% | 1888 | -153 | -14.38% | Q1 2026 | May 14, 2026 |
| Carrera Capital Advisors | History | Added to | 912 | 388 | 0.06% | 0.07% | 1887 | +8 | 0.88% | Q1 2026 | May 04, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 907 | 386 | 0.11% | 0.11% | 1889 | +70 | 8.36% | Q1 2026 | Apr 27, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 904 | 385 | 0.06% | 0.07% | 1891 | +70 | 8.39% | Q1 2026 | Apr 30, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 903 | 385 | 0.15% | 0.18% | 1890 | -65 | -6.71% | Q1 2026 | Apr 23, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 904 | 385 | 0.12% | 0.13% | 1894 | -25 | -2.69% | Q1 2026 | Apr 21, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 903 | 385 | 0.1% | 0.1% | 1892 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 904 | 385 | 0.26% | 0.28% | 1893 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Greenwich Wealth Management LLC | History | No change | 900 | 384 | 0.02% | 0.02% | 1895 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 901 | 384 | 0.24% | 0.3% | 1896 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 900 | 383 | 0.86% | 1.3% | 1898 | -330 | -26.83% | Q1 2026 | Apr 27, 2026 |
| Trexquant Investment LP | History | Reduced | 899 | 383 | 0.0% | 0.0% | 1897 | -175 | -16.29% | Q1 2026 | May 15, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 895 | 381 | 0.23% | 0.24% | 1899 | +1 | 0.11% | Q1 2026 | May 11, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 891 | 380 | 0.02% | 0.02% | 1900 | +33 | 3.85% | Q1 2026 | Apr 21, 2026 |
| Chemistry Wealth Management LLC | History | No change | 892 | 380 | 0.07% | 0.08% | 1901 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 889 | 379 | 0.05% | 0.08% | 1902 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aureus Asset Management, LLC | History | Reduced | 888 | 378 | 0.03% | 0.07% | 1903 | -1,302 | -59.45% | Q1 2026 | May 13, 2026 |
| IBEX WEALTH ADVISORS | History | New | 888 | 378 | 0.04% | — | 1905 | +888 | New | Q1 2026 | Apr 30, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 887 | 378 | 0.05% | 0.11% | 1904 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| First National Bank of Hutchinson | History | No change | 885 | 377 | 0.24% | 0.24% | 1906 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 881 | 375 | 0.0% | — | 1910 | +881 | New | Q1 2026 | May 08, 2026 |
| Advyzon Investment Management, LLC | History | New | 881 | 375 | 0.03% | — | 1911 | +881 | New | Q1 2026 | May 12, 2026 |
| BANK OF STOCKTON | History | Reduced | 880 | 375 | 0.12% | 0.14% | 1907 | -135 | -13.3% | Q1 2026 | Apr 29, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 783 | 375 | 0.13% | 0.13% | 1908 | -22 | -2.73% | Q1 2026 | Apr 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 880 | 375 | 0.02% | 0.03% | 1909 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | New | 876 | 373 | 0.0% | — | 1913 | +876 | New | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 876 | 373 | 0.08% | 0.08% | 1912 | -32 | -3.52% | Q1 2026 | Apr 13, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 785 | 372 | 0.26% | 0.24% | 1914 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 873 | 372 | 0.14% | 0.16% | 1915 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 872 | 371 | 0.11% | 0.13% | 1916 | -100 | -10.29% | Q1 2026 | Apr 13, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 871 | 371 | 0.15% | 0.17% | 1917 | -18 | -2.02% | Q1 2026 | May 13, 2026 |
| JGP Wealth Management, LLC | History | No change | 868 | 370 | 0.04% | 0.04% | 1918 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Van Cleef Asset Management,Inc | History | New | 866 | 369 | 0.04% | — | 1920 | +866 | New | Q1 2026 | May 01, 2026 |
| First Growth Capital LLC | History | No change | 859 | 369 | 0.33% | 0.35% | 1919 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 862 | 367 | 0.11% | 0.11% | 1922 | +106 | 14.02% | Q1 2026 | May 12, 2026 |
| Elk River Wealth Management LLC | History | No change | 861 | 367 | 0.06% | 0.07% | 1921 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TopTier Wealth Management, LLC | History | No change | 862 | 367 | 0.23% | 0.28% | 1923 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | New | 855 | 364 | 0.13% | — | 1925 | +855 | New | Q1 2026 | Apr 21, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | New | 855 | 364 | 0.05% | — | 1926 | +855 | New | Q1 2026 | Apr 22, 2026 |
| Advocate Investing Services LLC | History | No change | 855 | 364 | 0.31% | 0.36% | 1924 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 853 | 363 | 0.02% | 0.04% | 1928 | -539 | -38.72% | Q1 2026 | Apr 29, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 852 | 363 | 0.04% | 0.03% | 1929 | +126 | 17.36% | Q1 2026 | Apr 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 852 | 363 | 0.03% | 0.03% | 1927 | +66 | 8.4% | Q1 2026 | Apr 17, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 851 | 362 | 0.1% | 0.11% | 1930 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Navigate Wealth Management, LLC | History | New | 768 | 361 | 0.25% | — | 1932 | +768 | New | Q1 2026 | Apr 27, 2026 |
| Copia Wealth Management | History | Reduced | 848 | 361 | 0.25% | 0.31% | 1931 | -69 | -7.52% | Q1 2026 | May 04, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 846 | 360 | 0.01% | 0.01% | 1933 | +63 | 8.05% | Q1 2026 | Apr 17, 2026 |
| Berkeley, Inc | History | Reduced | 846 | 360 | 0.12% | 0.14% | 1935 | -58 | -6.42% | Q1 2026 | Apr 24, 2026 |
| Retireful, LLC | History | Reduced | 846 | 360 | 0.51% | 0.53% | 1934 | -42 | -4.73% | Q1 2026 | Apr 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 843 | 359 | 0.11% | 0.22% | 1937 | -1,307 | -60.79% | Q1 2026 | May 12, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 844 | 359 | 0.03% | 0.04% | 1936 | +15 | 1.81% | Q1 2026 | Apr 09, 2026 |
| Putney Financial Group LLC | History | No change | 842 | 359 | 0.36% | 0.37% | 1938 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 833 | 355 | 0.18% | — | 1939 | +833 | New | Q1 2026 | May 15, 2026 |
| Cedar Wealth Management, LLC | History | No change | 832 | 354 | 0.1% | 0.12% | 1940 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | Reduced | 830 | 353 | 0.0% | 0.01% | 1941 | -4,269 | -83.72% | Q1 2026 | May 12, 2026 |
| Intellus Advisors LLC | History | No change | 829 | 353 | 0.05% | 0.05% | 1942 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alessandra Capital Management, LLC | History | No change | 826 | 352 | 0.3% | 0.35% | 1943 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aspect Partners, LLC | History | No change | 825 | 351 | 0.14% | 0.17% | 1944 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Parker Investment Management, LLC | History | No change | 821 | 350 | 0.05% | 0.05% | 1945 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 822 | 350 | 0.04% | 0.04% | 1946 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| M3 Advisory Group, LLC | History | No change | 822 | 350 | 0.22% | 0.24% | 1947 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 816 | 347 | 0.15% | — | 1950 | +816 | New | Q1 2026 | May 15, 2026 |
| Osprey Private Wealth LLC | History | New | 816 | 347 | 0.1% | — | 1951 | +816 | New | Q1 2026 | May 01, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 815 | 347 | 0.25% | — | 1952 | +815 | New | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | Added to | 815 | 347 | 0.0% | 0.0% | 1948 | +329 | 67.7% | Q1 2026 | May 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 816 | 347 | 0.13% | 0.15% | 1949 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | Reduced | 812 | 346 | 0.03% | 0.05% | 1953 | -218 | -21.17% | Q1 2026 | Apr 08, 2026 |
| High Point Wealth Management, LLC | History | No change | 812 | 346 | 0.33% | 0.36% | 1954 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 807 | 344 | 0.17% | 0.22% | 1955 | -76 | -8.61% | Q1 2026 | Apr 20, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 807 | 344 | 0.02% | 0.02% | 1956 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Range Financial Group LLC | History | No change | 809 | 344 | 0.12% | 0.13% | 1957 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Roundview Capital LLC | History | No change | 805 | 343 | 0.02% | 0.02% | 1958 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 804 | 342 | 0.08% | 0.36% | 1959 | -2,078 | -72.1% | Q1 2026 | Apr 14, 2026 |
| Scarborough Advisors, LLC | History | New | 803 | 342 | 0.04% | — | 1960 | +803 | New | Q1 2026 | May 07, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 800 | 341 | 0.23% | 0.4% | 1961 | -335 | -29.52% | Q1 2026 | Apr 15, 2026 |
| Round Rock Advisors LLC | History | Reduced | 798 | 340 | 0.05% | 0.06% | 1962 | -34 | -4.09% | Q1 2026 | May 15, 2026 |
| LVW Advisors, LLC | History | No change | 797 | 339 | 0.03% | 0.04% | 1963 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 794 | 338 | 0.02% | 0.04% | 1964 | -451 | -36.22% | Q1 2026 | May 15, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 795 | 338 | 0.19% | 0.2% | 1965 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 790 | 336 | 0.13% | 0.26% | 1968 | -642 | -44.83% | Q1 2026 | May 14, 2026 |
| Bonfire Financial | History | No change | 789 | 336 | 0.25% | 0.28% | 1966 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 789 | 336 | 0.25% | 0.31% | 1967 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 784 | 334 | 0.03% | 0.06% | 1971 | -486 | -38.27% | Q1 2026 | May 08, 2026 |
| Matisse Capital | History | Reduced | 785 | 334 | 0.14% | 0.19% | 1970 | -110 | -12.29% | Q1 2026 | May 08, 2026 |
| IMA Advisory Services, Inc. | History | No change | 784 | 334 | 0.03% | 0.04% | 1969 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 784 | 334 | 0.08% | 0.09% | 1972 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 706 | 333 | 0.02% | 0.02% | 1973 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RB Capital Management, LLC | History | No change | 783 | 333 | 0.07% | 0.07% | 1974 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 777 | 331 | 0.02% | 0.02% | 1975 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sequent Asset Management, LLC | History | No change | 700 | 331 | 0.15% | 0.15% | 1976 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 777 | 331 | 0.12% | 0.13% | 1977 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gibbs Wealth Management | History | New | 774 | 330 | 0.04% | — | 1980 | +774 | New | Q1 2026 | May 13, 2026 |
| Prospect Financial Services LLC | History | No change | 774 | 330 | 0.2% | 0.21% | 1978 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 774 | 330 | 0.14% | 0.16% | 1979 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strengthening Families & Communities, LLC | History | New | 773 | 329 | 0.08% | — | 1982 | +773 | New | Q1 2026 | May 11, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 773 | 329 | 0.19% | 0.21% | 1981 | +1 | 0.13% | Q1 2026 | Apr 07, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 771 | 328 | 0.18% | 0.23% | 1986 | -121 | -13.57% | Q1 2026 | May 12, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 771 | 328 | 0.07% | 0.08% | 1983 | -17 | -2.16% | Q1 2026 | Apr 13, 2026 |
| Carson Advisory Inc. | History | Reduced | 771 | 328 | 0.17% | 0.19% | 1985 | -14 | -1.78% | Q1 2026 | May 07, 2026 |
| SK Wealth Management, LLC | History | No change | 760 | 328 | 0.09% | 0.1% | 1984 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFS Advisors, LLC | History | Added to | 767 | 327 | 0.17% | 0.18% | 1987 | +25 | 3.37% | Q1 2026 | Apr 06, 2026 |
| Secure Asset Management, LLC | History | Reduced | 765 | 326 | 0.05% | 0.06% | 1988 | -25 | -3.16% | Q1 2026 | Apr 09, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 763 | 325 | 0.04% | 0.06% | 1989 | -325 | -29.87% | Q1 2026 | May 14, 2026 |
| West Financial Advisors, LLC | History | Reduced | 764 | 325 | 0.06% | 0.06% | 1990 | -48 | -5.91% | Q1 2026 | Apr 08, 2026 |
| Left Brain Wealth Management, LLC | History | No change | 764 | 325 | 0.13% | 0.12% | 1991 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Proficio Capital Partners LLC | History | No change | 760 | 324 | 0.02% | 0.03% | 1992 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 759 | 323 | 0.18% | 0.2% | 1993 | +1 | 0.13% | Q1 2026 | May 04, 2026 |
| Charles Schwab Trust Co | History | Reduced | 755 | 321 | 0.02% | 0.03% | 1997 | -331 | -30.48% | Q1 2026 | Apr 10, 2026 |
| HM PAYSON & CO | History | Reduced | 755 | 321 | 0.0% | 0.01% | 1994 | -13 | -1.69% | Q1 2026 | Apr 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 753 | 321 | 0.01% | 0.01% | 1995 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 753 | 321 | 0.05% | 0.05% | 1996 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Family Office Research LLC | History | No change | 753 | 321 | 0.14% | 0.15% | 1998 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bedminster, LLC | History | No change | 753 | 321 | 0.3% | 0.33% | 1999 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 751 | 320 | 0.02% | 0.03% | 2000 | -379 | -33.54% | Q1 2026 | Apr 27, 2026 |