iSHARES TRUST - IWM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 107,514,279 | 26,663,541 | 3.43% | 2.36% | 1 | +44,063,024 | 69.44% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 62,259,960 | 15,440,470 | 1.73% | 1.69% | 2 | +2,655,662 | 4.46% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 52,833,625 | 13,102,739 | 5.45% | 4.86% | 3 | +5,877,994 | 12.52% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 47,131,875 | 11,688,705 | 2.81% | 2.76% | 4 | +377,226 | 0.81% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 41,595,539 | 10,315,693 | 0.75% | 0.78% | 5 | -2,156,196 | -4.93% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 36,933,328 | 9,159,465 | 1.48% | 1.55% | 6 | -4,937,976 | -11.79% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 34,226,215 | 8,488,101 | 3.62% | 3.05% | 7 | +6,135,080 | 21.84% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 32,585,259 | 8,081,144 | 15.0% | 17.25% | 8 | -5,277,231 | -13.94% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 30,223,408 | 7,495,405 | 0.86% | 0.61% | 9 | +10,022,872 | 49.62% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 29,761,929 | 7,380,959 | 0.44% | 0.25% | 10 | +12,640,789 | 73.83% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 24,380,752 | 6,046,426 | 1.14% | 1.19% | 11 | -2,237,757 | -8.41% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 23,027,875 | 5,710,915 | 1.0% | 1.06% | 12 | -3,566,090 | -13.41% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 18,294,257 | 4,536,975 | 0.68% | 0.86% | 13 | -3,243,731 | -15.06% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,284,185 | 4,424,162 | 2.15% | 1.79% | 14 | +1,211,654 | 23.89% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,860,648 | 4,181,440 | 1.56% | 0.89% | 15 | +6,366,277 | 60.66% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 11,318,691 | 2,807,035 | 0.05% | 0.05% | 16 | -1,005,648 | -8.16% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 10,788,897 | 2,667,900 | 3.83% | 0.07% | 17 | +10,604,274 | 5743.74% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 8,590,751 | 2,130,506 | 5.53% | 5.63% | 18 | +120,455 | 1.42% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 8,129,300 | 2,016,066 | 2.62% | 2.08% | 19 | +1,486,168 | 22.37% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 7,196,000 | 1,784,608 | 4.63% | 3.23% | 20 | +535,134 | 8.03% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 6,921,063 | 1,716,423 | 2.86% | 1.89% | 21 | +1,524,846 | 28.26% | Q1 2026 | May 08, 2026 |
| Bracebridge Capital, LLC | History | New | 62,365 | 1,546,652 | 41.48% | — | 22 | +62,365 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,156,648 | 1,475,194 | 0.09% | 0.06% | 23 | +2,063,362 | 50.41% | Q1 2026 | May 13, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 5,913,256 | 1,466,487 | 4.61% | 1.6% | 24 | +3,884,893 | 191.53% | Q1 2026 | May 14, 2026 |
| Belvedere Trading LLC | History | Reduced | 5,697,977 | 1,413,098 | 1.67% | 1.84% | 25 | -1,275,460 | -18.29% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 5,338,300 | 1,323,898 | 1.56% | 1.07% | 26 | +1,245,283 | 30.42% | Q1 2026 | May 15, 2026 |
| Rubric Capital Management LP | History | New | 5,150,000 | 1,277,200 | 13.53% | — | 27 | +5,150,000 | New | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 4,730,000 | 1,173,040 | 1.89% | 2.03% | 28 | -199,000 | -4.04% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 4,147,706 | 1,028,631 | 0.14% | 0.13% | 29 | -104,866 | -2.47% | Q1 2026 | May 14, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 4,102,700 | 1,017,469 | 3.51% | 2.01% | 30 | +1,628,700 | 65.83% | Q1 2026 | May 13, 2026 |
| TCM Advisors, LLC | History | Reduced | 4,029,518 | 999,320 | 73.57% | 77.64% | 31 | -104,201 | -2.52% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Added to | 3,990,813 | 989,721 | 4.09% | 1.68% | 32 | +2,580,813 | 183.04% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 3,925,200 | 973,449 | 2.58% | 2.12% | 33 | -2,553,900 | -39.42% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 3,924,227 | 973,208 | 2.43% | 3.2% | 34 | -194,938 | -4.73% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 3,757,440 | 931,845 | 0.25% | 0.5% | 35 | -3,698,037 | -49.6% | Q1 2026 | May 06, 2026 |
| DRW Securities, LLC | History | Added to | 3,713,125 | 920,855 | 12.78% | 19.79% | 36 | +673,965 | 22.18% | Q1 2026 | May 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 3,657,167 | 906,977 | 3.68% | 4.23% | 37 | -1,321,565 | -26.54% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Reduced | 3,606,800 | 894,486 | 6.6% | 10.18% | 38 | -1,476,800 | -29.05% | Q1 2026 | May 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 3,500,000 | 868,000 | 15.43% | 23.72% | 39 | -4,600,000 | -56.79% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 3,465,632 | 859,477 | 1.04% | 0.67% | 40 | +1,156,047 | 50.05% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,187,467 | 790,491 | 0.46% | 0.4% | 41 | +197,189 | 6.59% | Q1 2026 | May 08, 2026 |
| CastleKnight Management LP | History | Added to | 3,040,000 | 753,920 | 12.57% | 14.07% | 42 | +460,000 | 17.83% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,933,912 | 727,610 | 0.04% | 0.03% | 43 | +741,080 | 33.8% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 2,781,000 | 689,688 | 0.44% | 0.46% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 2,717,000 | 673,816 | 0.71% | 1.0% | 45 | -1,280,350 | -32.03% | Q1 2026 | May 11, 2026 |
| Jump Financial, LLC | History | Added to | 2,208,274 | 547,651 | 7.3% | 5.0% | 46 | +553,246 | 33.43% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 2,160,000 | 535,680 | 1.41% | 1.53% | 47 | -575,000 | -21.02% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 2,050,047 | 508,411 | 1.74% | 1.76% | 48 | -179,697 | -8.06% | Q1 2026 | May 12, 2026 |
| Nantahala Capital Management, LLC | History | Reduced | 2,050,000 | 508,400 | 18.72% | 22.93% | 49 | -767,159 | -27.23% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,006,220 | 497,533 | 0.15% | 0.14% | 50 | +119,395 | 6.33% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,904,565 | 472,332 | 0.09% | 0.08% | 51 | -43,992 | -2.26% | Q1 2026 | May 05, 2026 |
| AIA Group Ltd | History | Added to | 1,864,118 | 462,301 | 6.72% | 2.44% | 52 | +1,201,808 | 181.46% | Q1 2026 | May 06, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Added to | 1,823 | 452,104 | 5.08% | 3.05% | 53 | +542 | 42.31% | Q1 2026 | Apr 27, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 1,812,900 | 449,599 | 0.78% | 3.59% | 54 | -5,644,860 | -75.69% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,783,449 | 442,218 | 0.12% | 0.15% | 55 | -246,397 | -12.14% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 1,763,133 | 436,173 | 0.46% | 0.46% | 56 | +29,553 | 1.7% | Q1 2026 | May 13, 2026 |
| Luxor Capital Group, LP | History | Added to | 1,730,000 | 429,040 | 29.92% | 9.61% | 57 | +1,220,000 | 239.22% | Q1 2026 | May 15, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 1,603,667 | 397,709 | 8.56% | 8.4% | 58 | +171,918 | 12.01% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 1,603,667 | 397,709 | 7.41% | 7.24% | 59 | +171,918 | 12.01% | Q1 2026 | May 06, 2026 |
| Philosophy Capital Management LLC | History | Added to | 15,500 | 384,400 | 23.57% | 11.21% | 60 | +5,500 | 55.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,534,654 | 380,644 | 0.09% | 0.08% | 61 | +160,386 | 11.67% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | New | 1,515,700 | 375,893 | 9.08% | — | 62 | +1,515,700 | New | Q1 2026 | May 15, 2026 |
| Knighthead Capital Management, LLC | History | New | 1,500,000 | 372,000 | 24.48% | — | 63 | +1,500,000 | New | Q1 2026 | May 15, 2026 |
| Clearline Capital LP | History | New | 1,400,000 | 347,200 | 18.03% | — | 65 | +1,400,000 | New | Q1 2026 | May 15, 2026 |
| Ripple Effect Asset Management LP | History | Added to | 1,400,000 | 347,200 | 51.16% | 5.29% | 64 | +1,325,000 | 1766.67% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 1,381,744 | 342,672 | 0.56% | 0.74% | 66 | -487,721 | -26.09% | Q1 2026 | May 14, 2026 |
| Irenic Capital Management LP | History | New | 1,306,200 | 323,937 | 21.1% | — | 67 | +1,306,200 | New | Q1 2026 | May 18, 2026 |
| Apollo Management Holdings, L.P. | History | Added to | 1,300,000 | 322,400 | 4.24% | 1.68% | 68 | +466,500 | 55.97% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,281,970 | 317,928 | 0.26% | 0.07% | 69 | +1,093,870 | 581.54% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,236,574 | 306,670 | 0.39% | 0.58% | 70 | -882,681 | -41.65% | Q1 2026 | May 15, 2026 |
| Artisan Partners Limited Partnership | History | New | 1,220,000 | 302,560 | 0.49% | — | 71 | +1,220,000 | New | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,182,855 | 293,348 | 0.4% | 0.41% | 72 | -76,974 | -6.11% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,191,917 | 290,437 | 0.14% | 0.16% | 73 | +152,917 | 14.72% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,152,649 | 288,064 | 0.05% | 0.04% | 74 | +168,059 | 17.07% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,108,036 | 274,792 | 0.17% | 0.09% | 75 | +449,677 | 68.3% | Q1 2026 | May 15, 2026 |
| 140 Summer Partners LP | History | New | 1,104,000 | 273,792 | 16.73% | — | 76 | +1,104,000 | New | Q1 2026 | May 14, 2026 |
| PointState Capital LP | History | New | 1,100,000 | 272,800 | 3.45% | — | 77 | +1,100,000 | New | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 1,082,500 | 268,460 | 0.96% | 0.7% | 78 | +282,500 | 35.31% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 1,069,445 | 265,234 | 2.03% | 1.97% | 79 | +10,199 | 0.96% | Q1 2026 | May 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 1,050,000 | 260,400 | 8.65% | 8.89% | 80 | -550,000 | -34.38% | Q1 2026 | Apr 28, 2026 |
| Durable Capital Partners LP | History | Added to | 1,027,614 | 254,848 | 2.62% | 0.23% | 81 | +930,838 | 961.85% | Q1 2026 | May 15, 2026 |
| Interval Partners, LP | History | Added to | 1,018,300 | 252,538 | 6.61% | 2.52% | 82 | +447,400 | 78.37% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Reduced | 1,015,994 | 251,966 | 9.25% | 7.36% | 83 | -70,537 | -6.49% | Q1 2026 | Apr 29, 2026 |
| Calamos Advisors LLC | History | Reduced | 1,019,727 | 251,179 | 0.89% | 1.06% | 84 | -144,238 | -12.39% | Q1 2026 | May 04, 2026 |
| Oasis Management Co Ltd. | History | No change | 1,000,000 | 248,000 | 14.45% | 15.96% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | No change | 1,000,000 | 248,000 | 3.38% | 3.91% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 981,679 | 243,456 | 0.4% | 0.35% | 87 | -36,581 | -3.59% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 957,068 | 237,352 | 0.43% | 0.46% | 88 | +364,779 | 61.59% | Q1 2026 | May 01, 2026 |
| GENDELL JEFFREY L | History | New | 954,068 | 236,608 | 3.22% | — | 89 | +954,068 | New | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 945,538 | 234,493 | 1.61% | 2.93% | 90 | -1,383,853 | -59.41% | Q1 2026 | May 07, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 920,668 | 228,325 | 17.51% | 0.14% | 91 | +912,239 | 10822.62% | Q1 2026 | May 13, 2026 |
| Capula Management Ltd | History | New | 918,915 | 227,890 | 1.62% | — | 92 | +918,915 | New | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Reduced | 910,000 | 225,680 | 0.53% | 1.18% | 93 | -1,665,800 | -64.67% | Q1 2026 | May 13, 2026 |
| Valiant Capital Management, L.P. | History | Added to | 907,801 | 225,134 | 12.93% | 9.15% | 94 | +250,500 | 38.11% | Q1 2026 | May 15, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 905 | 224,440 | 4.29% | 2.7% | 95 | -5,857 | -86.62% | Q1 2026 | Apr 20, 2026 |
| Wolf Hill Capital Management, LP | History | New | 900,000 | 223,200 | 21.65% | — | 96 | +900,000 | New | Q1 2026 | May 14, 2026 |
| Alua Capital Management LP | History | New | 885,000 | 219,480 | 19.34% | — | 97 | +885,000 | New | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 860,460 | 213,393 | 4.62% | 4.76% | 98 | +37,843 | 4.6% | Q1 2026 | May 04, 2026 |
| Owl Creek Asset Management, L.P. | History | Reduced | 839,000 | 208,072 | 15.05% | 10.67% | 99 | -597,500 | -41.59% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 800,000 | 198,400 | 0.22% | — | 101 | +800,000 | New | Q1 2026 | May 15, 2026 |
| Creek Drive Management Group LLC | History | Reduced | 800,000 | 198,400 | 45.19% | 1.16% | 100 | -170,000 | -17.53% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 787,623 | 195,330 | 0.71% | 0.7% | 102 | -4,865 | -0.61% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 786,519 | 195,056 | 0.78% | 0.77% | 103 | -20,331 | -2.52% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 770,766 | 191,150 | 0.34% | 0.32% | 104 | +59,488 | 8.36% | Q1 2026 | May 14, 2026 |
| WHITEBOX ADVISORS LLC | History | New | 750,000 | 186,000 | 2.29% | — | 105 | +750,000 | New | Q1 2026 | May 15, 2026 |
| Deer Park Road Corp | History | New | 750,000 | 186,000 | 31.47% | — | 106 | +750,000 | New | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Added to | 739,953 | 183,508 | 5.33% | 1.01% | 107 | +583,353 | 372.51% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 708,544 | 175,634 | 0.24% | — | 108 | +708,544 | New | Q1 2026 | May 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 704,809 | 174,792 | 10.66% | 10.74% | 109 | -4,465 | -0.63% | Q1 2026 | May 14, 2026 |
| Alberta Investment Management Corp | History | New | 700,000 | 173,600 | 1.04% | — | 110 | +700,000 | New | Q1 2026 | Apr 28, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Added to | 695,000 | 172,360 | 2.99% | 0.31% | 111 | +617,779 | 800.01% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 689,771 | 169,793 | 0.29% | 0.29% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Added to | 681,630 | 169,044 | 0.82% | 0.62% | 113 | +229,077 | 50.62% | Q1 2026 | May 11, 2026 |
| HBK INVESTMENTS L P | History | Added to | 680,200 | 168,689 | 1.71% | 0.58% | 114 | +382,000 | 128.1% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 675,655 | 167,559 | 0.2% | 0.2% | 115 | +2,423 | 0.36% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 683,625 | 166,519 | 1.34% | 0.0% | 116 | +682,128 | 45566.33% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 642,416 | 159,326 | 0.17% | 0.16% | 117 | +52,166 | 8.84% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 640,121 | 158,750 | 0.1% | 0.1% | 118 | +3,640 | 0.57% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 638,686 | 158,396 | 0.15% | 0.15% | 119 | -24,747 | -3.73% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 629,542 | 156,126 | 0.04% | 0.04% | 120 | +11,544 | 1.87% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 628,228 | 155,800 | 0.45% | 0.37% | 121 | +69,490 | 12.44% | Q1 2026 | May 08, 2026 |
| Sofinnova Investments, Inc. | History | New | 600,000 | 148,800 | 5.66% | — | 122 | +600,000 | New | Q1 2026 | May 15, 2026 |
| AIGH Capital Management LLC | History | New | 600,000 | 148,800 | 20.29% | — | 123 | +600,000 | New | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 598,480 | 148,484 | 0.22% | 0.19% | 124 | +59,061 | 10.95% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 584,668 | 145,435 | 0.16% | 0.17% | 125 | -9,722 | -1.64% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 580,208 | 143,891 | 0.22% | 0.23% | 126 | -7,036 | -1.2% | Q1 2026 | May 14, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | New | 575,000 | 142,600 | 3.83% | — | 127 | +575,000 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 570,875 | 141,577 | 0.1% | 0.11% | 128 | -34,700 | -5.73% | Q1 2026 | May 12, 2026 |
| Blackstone Inc. | History | Reduced | 568,199 | 140,913 | 0.55% | 1.91% | 129 | -1,399,402 | -71.12% | Q1 2026 | May 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 563,866 | 139,838 | 4.71% | 4.84% | 130 | +982 | 0.17% | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | Added to | 550,000 | 136,400 | 0.86% | 0.25% | 131 | +389,000 | 241.61% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 544,591 | 133,836 | 0.04% | 0.07% | 132 | -353,902 | -39.39% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 536,323 | 133,033 | 0.19% | 0.19% | 133 | +612 | 0.11% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 533,865 | 132,399 | 0.14% | 0.09% | 134 | +261,789 | 96.22% | Q1 2026 | Apr 16, 2026 |
| Ionic Capital Management LLC | History | Reduced | 520,000 | 128,960 | 9.42% | 18.79% | 135 | -80,000 | -13.33% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 519,587 | 128,380 | 0.19% | 0.18% | 136 | +45,308 | 9.55% | Q1 2026 | May 15, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | New | 515,000 | 127,720 | 4.36% | — | 137 | +515,000 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 509,259 | 126,296 | 0.71% | 0.7% | 138 | +13,662 | 2.76% | Q1 2026 | May 15, 2026 |
| Broad Bay Capital Management, LP | History | New | 500,000 | 124,000 | 10.54% | — | 139 | +500,000 | New | Q1 2026 | May 15, 2026 |
| Elliott Investment Management L.P. | History | New | 500,000 | 124,000 | 0.62% | — | 140 | +500,000 | New | Q1 2026 | May 15, 2026 |
| HIGHLAND PEAK CAPITAL, LLC | History | New | 500,000 | 124,000 | 33.23% | — | 141 | +500,000 | New | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 500,181 | 123,238 | 0.18% | 0.19% | 142 | -217,067 | -30.26% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 483,271 | 119,851 | 0.64% | 0.17% | 143 | +357,403 | 283.95% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 476,482 | 118,167 | 0.17% | 0.17% | 144 | -44,106 | -8.47% | Q1 2026 | Apr 27, 2026 |
| BROADWOOD CAPITAL INC | History | No change | 474,920 | 117,780 | 8.3% | 6.87% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 464,067 | 115,088 | 0.44% | — | 146 | +464,067 | New | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 466,138 | 114,744 | 0.54% | 0.54% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 435,956 | 108,117 | 20.38% | 0.12% | 148 | +433,165 | 15520.06% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 429,368 | 105,955 | 0.46% | 0.45% | 149 | -7,567 | -1.73% | Q1 2026 | May 15, 2026 |
| Stairway Partners, LLC | History | Added to | 423,642 | 105,063 | 5.44% | 5.3% | 150 | +7,470 | 1.79% | Q1 2026 | Apr 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 415,225 | 102,976 | 0.27% | 0.2% | 151 | +112,287 | 37.07% | Q1 2026 | Apr 30, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 402,418 | 99,799 | 0.38% | 0.36% | 152 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Diameter Capital Partners LP | History | New | 400,000 | 99,200 | 9.29% | — | 154 | +400,000 | New | Q1 2026 | May 15, 2026 |
| Proem Advisors LLC | History | New | 400,000 | 99,200 | 5.92% | — | 155 | +400,000 | New | Q1 2026 | May 13, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 4,000 | 99,200 | 12.79% | 16.15% | 153 | -1,400 | -25.93% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 380,770 | 94,431 | 0.23% | 0.16% | 156 | +92,434 | 32.06% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 378,372 | 93,836 | 1.31% | 1.29% | 157 | -12,690 | -3.25% | Q1 2026 | May 01, 2026 |
| Nishkama Capital, LLC | History | Reduced | 375,000 | 93,000 | 5.87% | 13.18% | 158 | -961,000 | -71.93% | Q1 2026 | May 15, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | History | New | 375,000 | 93,000 | 2.33% | — | 159 | +375,000 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 370,086 | 91,781 | 0.69% | 0.56% | 160 | +90,326 | 32.29% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 361,651 | 89,653 | 0.26% | 0.39% | 161 | -222,475 | -38.09% | Q1 2026 | May 14, 2026 |
| Banco BTG Pactual S.A. | History | New | 360,000 | 89,280 | 7.8% | — | 163 | +360,000 | New | Q1 2026 | May 12, 2026 |
| Select Equity Group, L.P. | History | Added to | 360,000 | 89,280 | 0.46% | 0.0% | 162 | +358,749 | 28676.98% | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | Added to | 355,004 | 88,040 | 4.74% | 4.32% | 164 | +24,858 | 7.53% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 334,444 | 82,937 | 0.14% | 0.16% | 165 | +2,507 | 0.76% | Q1 2026 | May 14, 2026 |
| Waratah Capital Advisors Ltd. | History | Added to | 330,000 | 81,840 | 3.12% | 0.46% | 166 | +274,800 | 497.83% | Q1 2026 | May 11, 2026 |
| Castle Hook Partners LP | History | New | 3,291 | 81,616 | 0.35% | — | 167 | +3,291 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 327,941 | 81,326 | 0.25% | 0.21% | 168 | +42,493 | 14.89% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | Added to | 326,559 | 80,986 | 0.86% | 0.76% | 169 | +11,944 | 3.8% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 6,807,200 | 80,176 | 1.27% | 1.03% | 170 | +1,957,411 | 40.36% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 322,026 | 79,862 | 0.03% | 0.02% | 171 | +85,737 | 36.28% | Q1 2026 | May 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 320,567 | 79,500 | 1.03% | — | 172 | +320,567 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 320,683 | 78,939 | 0.31% | 0.31% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 314,300 | 77,946 | 0.08% | 0.27% | 174 | -910,944 | -74.35% | Q1 2026 | May 14, 2026 |
| Clearbridge Investments, LLC | History | New | 312,515 | 77,503 | 0.07% | — | 175 | +312,515 | New | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 311,897 | 77,350 | 2.61% | 2.53% | 176 | -3,155 | -1.0% | Q1 2026 | Apr 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 310,334 | 76,962 | 0.62% | 0.57% | 177 | +27,703 | 9.8% | Q1 2026 | May 01, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | Added to | 305,000 | 75,640 | 9.39% | 5.13% | 178 | +236,000 | 342.03% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 302,261 | 74,960 | 0.31% | 0.4% | 179 | -231,458 | -43.37% | Q1 2026 | May 13, 2026 |
| EVR Research LP | History | New | 3,000 | 74,400 | 29.76% | — | 180 | +3,000 | New | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 291,965 | 72,274 | 0.04% | 0.08% | 181 | -257,775 | -46.89% | Q1 2026 | Apr 30, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 283,456 | 70,297 | 0.46% | 0.45% | 182 | +893 | 0.32% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | Reduced | 271,231 | 68,447 | 0.77% | 0.76% | 183 | -2,650 | -0.97% | Q1 2026 | Apr 28, 2026 |
| Arvest Bank Trust Division | History | Reduced | 274,763 | 68,141 | 3.7% | 3.77% | 184 | -7,743 | -2.74% | Q1 2026 | May 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 270,000 | 66,960 | 0.92% | — | 185 | +270,000 | New | Q1 2026 | May 01, 2026 |
| Twin Tree Management, LP | History | Reduced | 265,000 | 65,720 | 1.38% | 0.68% | 186 | -53,400 | -16.77% | Q1 2026 | May 14, 2026 |
| First Financial Bank - Trust Division | History | Added to | 262,676 | 65,143 | 5.25% | 5.15% | 187 | +8,213 | 3.23% | Q1 2026 | Apr 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 259,801 | 64,835 | 0.11% | 0.05% | 188 | +136,243 | 110.27% | Q1 2026 | May 05, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 256,342 | 63,572 | 4.95% | 2.25% | 189 | +137,282 | 115.3% | Q1 2026 | Apr 29, 2026 |
| Parkside Investments, LLC | History | Reduced | 255,018 | 63,244 | 7.68% | 7.99% | 190 | -2,840 | -1.1% | Q1 2026 | Apr 08, 2026 |
| Hidden Lake Asset Management LP | History | New | 255,000 | 63,240 | 19.11% | — | 191 | +255,000 | New | Q1 2026 | May 13, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | History | New | 255,000 | 63,222 | 9.05% | — | 192 | +255,000 | New | Q1 2026 | May 21, 2026 |
| Brookstone Capital Management | History | Reduced | 254,627 | 63,147 | 0.72% | 0.75% | 193 | -12,115 | -4.54% | Q1 2026 | Apr 16, 2026 |
| Impactive Capital LP | History | Added to | 252,486 | 62,616 | 4.54% | 1.18% | 194 | +176,882 | 233.96% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 251,769 | 62,438 | 0.89% | 0.87% | 195 | +47,474 | 23.24% | Q1 2026 | May 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 250,000 | 62,000 | 0.44% | 0.55% | 196 | -250,000 | -50.0% | Q1 2026 | May 15, 2026 |
| Tribune Investment Group LP | History | New | 250,000 | 62,000 | 23.75% | — | 197 | +250,000 | New | Q1 2026 | May 14, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 248,730 | 61,685 | 2.2% | 2.2% | 198 | +3,675 | 1.5% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | Reduced | 240,610 | 59,671 | 1.41% | 2.57% | 199 | -130,690 | -35.2% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | New | 240,000 | 59,520 | 1.95% | — | 200 | +240,000 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 238,573 | 59,166 | 0.09% | 0.13% | 201 | -118,459 | -33.18% | Q1 2026 | May 06, 2026 |
| First Western Trust Bank | History | Added to | 237,881 | 58,994 | 2.98% | 2.87% | 202 | +914 | 0.39% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 237,086 | 58,797 | 0.44% | 0.43% | 203 | +7,793 | 3.4% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 231,766 | 57,477 | 0.27% | 0.23% | 204 | +34,528 | 17.51% | Q1 2026 | Apr 24, 2026 |
| FineMark National Bank & Trust | History | No change | 230,374 | 56,708 | 1.77% | 1.77% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 224,815 | 55,754 | 0.21% | 0.24% | 206 | -7,413 | -3.19% | Q1 2026 | Apr 30, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 218,117 | 54,093 | 4.65% | 4.56% | 207 | +647 | 0.3% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 218,021 | 54,069 | 0.02% | 0.02% | 208 | +39,892 | 22.4% | Q1 2026 | May 15, 2026 |
| Paloma Partners Management Co | History | New | 217,300 | 53,890 | 10.57% | — | 209 | +217,300 | New | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 205,625 | 51,315 | 0.88% | 0.04% | 210 | +197,108 | 2314.29% | Q1 2026 | May 14, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 203,940 | 50,577 | 1.14% | — | 211 | +203,940 | New | Q1 2026 | May 14, 2026 |
| Cavalier Investments, LLC | History | Reduced | 203,385 | 50,439 | 1.36% | 3.92% | 212 | -106,449 | -34.36% | Q1 2026 | May 15, 2026 |
| Avalon Global Asset Management LLC | History | New | 200,000 | 49,600 | 6.85% | — | 213 | +200,000 | New | Q1 2026 | May 14, 2026 |
| GRATIA CAPITAL, LLC | History | New | 200,000 | 49,600 | 21.83% | — | 215 | +200,000 | New | Q1 2026 | May 15, 2026 |
| Ikarian Capital, LLC | History | New | 200,000 | 49,600 | 4.03% | — | 216 | +200,000 | New | Q1 2026 | May 15, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | New | 2,000 | 49,600 | 7.39% | — | 214 | +2,000 | New | Q1 2026 | May 15, 2026 |
| TCTC Holdings, LLC | History | Reduced | 198,955 | 49,340 | 1.4% | 1.46% | 217 | -27 | -0.01% | Q1 2026 | May 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 198,597 | 49,252 | 1.53% | 1.42% | 218 | +10,261 | 5.45% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 193,319 | 47,943 | 0.13% | 0.13% | 219 | -30,811 | -13.75% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Added to | 191,731 | 47,549 | 0.66% | 0.63% | 220 | +676 | 0.35% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 191,551 | 47,504 | 0.77% | 0.79% | 221 | +1,045 | 0.55% | Q1 2026 | May 15, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 189,278 | 46,940 | 4.04% | 3.99% | 222 | +655 | 0.35% | Q1 2026 | Apr 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 186,492 | 46,249 | 1.07% | 1.13% | 223 | -2,556 | -1.35% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 183,625 | 45,538 | 0.58% | 0.58% | 224 | -2,180 | -1.17% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 181,049 | 44,900 | 0.22% | 0.26% | 225 | -3,925 | -2.12% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 178,582 | 44,288 | 0.03% | 0.03% | 226 | -1,490 | -0.83% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 172,650 | 42,817 | 2.32% | 2.23% | 227 | +7,928 | 4.81% | Q1 2026 | May 06, 2026 |
| Hel Ved Capital Management Ltd | History | New | 166,900 | 41,391 | 4.91% | — | 228 | +166,900 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 164,901 | 40,895 | 0.22% | 0.14% | 229 | +85,087 | 106.61% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 163,605 | 40,574 | 0.06% | 0.06% | 230 | +4,578 | 2.88% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 162,600 | 40,324 | 0.22% | 0.25% | 231 | -4,478 | -2.68% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 160,410 | 39,781 | 0.05% | 0.05% | 232 | +610 | 0.38% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 159,008 | 39,434 | 0.47% | 0.46% | 233 | -3,260 | -2.01% | Q1 2026 | May 06, 2026 |
| Consolidated Investment Group LLC | History | Added to | 155,138 | 38,474 | 4.17% | 3.52% | 234 | +35,472 | 29.64% | Q1 2026 | May 04, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Added to | 155,000 | 38,440 | 10.72% | 3.86% | 235 | +95,800 | 161.82% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 154,202 | 38,242 | 0.21% | 0.22% | 236 | -11,784 | -7.1% | Q1 2026 | May 05, 2026 |
| Junto Capital Management LP | History | Reduced | 150,000 | 37,200 | 0.78% | 1.61% | 237 | -146,100 | -49.34% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 148,385 | 36,799 | 0.47% | 0.48% | 238 | +14,697 | 10.99% | Q1 2026 | May 15, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 148,366 | 36,794 | 8.62% | 8.09% | 239 | +6,021 | 4.23% | Q1 2026 | May 08, 2026 |
| Dakota Wealth Management | History | Reduced | 148,165 | 36,744 | 0.8% | 0.72% | 240 | -17,798 | -10.72% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 148,471 | 36,548 | 0.07% | 0.07% | 241 | -74,094 | -33.29% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 146,323 | 36,288 | 0.41% | 0.35% | 242 | +21,897 | 17.6% | Q1 2026 | Apr 28, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 142,577 | 35,359 | 0.07% | 0.14% | 243 | -170,361 | -54.44% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 141,572 | 35,109 | 0.03% | 0.03% | 244 | +40 | 0.03% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 140,346 | 34,805 | 1.57% | 1.3% | 245 | +20,982 | 17.58% | Q1 2026 | Apr 21, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 139,721 | 34,650 | 0.18% | 0.22% | 246 | -44,455 | -24.14% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 139,221 | 34,526 | 1.37% | 1.34% | 247 | -2,324 | -1.64% | Q1 2026 | May 01, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 137,580 | 34,119 | 0.38% | 0.34% | 248 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 137,202 | 34,026 | 2.57% | 2.7% | 249 | +1,318 | 0.97% | Q1 2026 | Apr 30, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 133,502 | 33,108 | 0.66% | 1.09% | 250 | -107,244 | -44.55% | Q1 2026 | Apr 15, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 133,169 | 33,025 | 7.77% | 7.42% | 251 | +2,812 | 2.16% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 131,836 | 32,695 | 0.37% | 0.28% | 252 | +40,346 | 44.1% | Q1 2026 | Apr 23, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 128,628 | 31,899 | 7.75% | 8.15% | 253 | -949 | -0.73% | Q1 2026 | Apr 30, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 128,097 | 31,767 | 1.28% | 1.2% | 254 | -1,363 | -1.05% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 127,360 | 31,585 | 0.08% | 0.03% | 255 | +83,180 | 188.28% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 169,038 | 31,404 | 0.39% | 0.34% | 256 | +19,669 | 13.17% | Q1 2026 | May 12, 2026 |
| SCOGGIN MANAGEMENT LP | History | No change | 125,000 | 31,000 | 2.99% | 4.72% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 122,461 | 30,904 | 0.63% | 0.65% | 258 | -572 | -0.46% | Q1 2026 | Apr 28, 2026 |
| Robinhood Asset Management, LLC | History | New | 124,273 | 30,819 | 2.23% | — | 259 | +124,273 | New | Q1 2026 | Apr 13, 2026 |
| LJI Wealth Management, LLC | History | Added to | 122,099 | 30,280 | 4.84% | 4.39% | 260 | +5,190 | 4.44% | Q1 2026 | May 04, 2026 |
| Rokos Capital Management LLP | History | Reduced | 121,400 | 30,106 | 0.23% | 0.96% | 261 | -878,600 | -87.86% | Q1 2026 | May 15, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 121,345 | 30,093 | 9.17% | 9.06% | 262 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 120,817 | 29,962 | 0.27% | 0.29% | 263 | +27,637 | 29.66% | Q1 2026 | May 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 120,695 | 29,932 | 0.37% | 0.33% | 264 | +13,436 | 12.53% | Q1 2026 | Apr 28, 2026 |
| OFS Enterprise LLC | History | New | 119,078 | 29,531 | 8.68% | — | 265 | +119,078 | New | Q1 2026 | Apr 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 117,880 | 29,234 | 0.01% | 0.0% | 266 | +115,772 | 5492.03% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 117,602 | 29,165 | 0.18% | 0.18% | 267 | -2,113 | -1.77% | Q1 2026 | May 05, 2026 |
| Blueshift Asset Management, LLC | History | Reduced | 117,019 | 29,020 | 8.81% | 8.78% | 268 | -6,674 | -5.4% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 106,321 | 28,927 | 0.52% | 0.05% | 269 | +101,898 | 2303.82% | Q1 2026 | May 01, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 115,595 | 28,667 | 4.56% | 4.25% | 270 | +11,031 | 10.55% | Q1 2026 | May 14, 2026 |
| Oldfather Financial Services, LLC | History | No change | 116,244 | 28,614 | 8.52% | 8.52% | 271 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 114,258 | 28,335 | 0.47% | 0.47% | 272 | -1,471 | -1.27% | Q1 2026 | Apr 21, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 114,206 | 28,323 | 1.46% | 1.37% | 273 | +1,126 | 1.0% | Q1 2026 | Apr 29, 2026 |
| Edge Wealth Management LLC | History | Added to | 114,180 | 28,316 | 4.84% | 4.95% | 274 | +262 | 0.23% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 113,657 | 28,186 | 0.31% | 0.32% | 275 | +1,041 | 0.92% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Reduced | 112,775 | 27,981 | 0.14% | 0.15% | 276 | -161 | -0.14% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 110,001 | 27,280 | 0.18% | 0.81% | 277 | -725,196 | -86.83% | Q1 2026 | May 15, 2026 |
| BlueCrest Capital Management Ltd | History | Added to | 110,000 | 27,280 | 1.61% | 0.3% | 278 | +69,000 | 168.29% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 107,825 | 26,742 | 0.24% | 0.33% | 279 | -48,035 | -30.82% | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Added to | 107,222 | 26,591 | 0.73% | 0.6% | 280 | +21,685 | 25.35% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 104,407 | 25,892 | 2.33% | 1.29% | 281 | +15,792 | 17.82% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 103,795 | 25,741 | 1.08% | 1.14% | 282 | +558 | 0.54% | Q1 2026 | Apr 30, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 103,623 | 25,698 | 2.82% | 2.74% | 283 | -1,389 | -1.32% | Q1 2026 | Apr 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 103,039 | 25,553 | 0.61% | 0.56% | 284 | +94 | 0.09% | Q1 2026 | May 08, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 102,705 | 25,471 | 0.77% | 0.72% | 285 | +2,400 | 2.39% | Q1 2026 | Apr 23, 2026 |
| DSC Meridian Capital LP | History | New | 102,500 | 25,420 | 7.82% | — | 286 | +102,500 | New | Q1 2026 | May 15, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Reduced | 100,000 | 24,800 | 0.52% | 2.24% | 289 | -300,000 | -75.0% | Q1 2026 | May 15, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | New | 100,000 | 24,800 | 2.72% | — | 290 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Atika Capital Management LLC | History | Added to | 1,000 | 24,800 | 3.11% | 2.36% | 288 | +90 | 9.89% | Q1 2026 | May 14, 2026 |
| EMG Holdings, L.P. | History | No change | 100,000 | 24,800 | 6.25% | 18.2% | 287 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 99,701 | 24,725 | 0.59% | 0.49% | 291 | +15,540 | 18.46% | Q1 2026 | Apr 30, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 98,806 | 24,503 | 0.75% | 0.64% | 292 | +19,256 | 24.21% | Q1 2026 | May 05, 2026 |
| Busey Bank | History | Reduced | 98,158 | 24,342 | 0.66% | 0.65% | 293 | -2,031 | -2.03% | Q1 2026 | Apr 28, 2026 |
| MYDA Advisors LLC | History | Reduced | 98,000 | 24,304 | 4.0% | 4.69% | 294 | -2,000 | -2.0% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 97,919 | 24,283 | 0.26% | 0.01% | 295 | +95,462 | 3885.31% | Q1 2026 | May 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 97,662 | 24,220 | 2.12% | 1.99% | 296 | +1,698 | 1.77% | Q1 2026 | Apr 15, 2026 |
| Janney Capital Management LLC | History | No change | 98,278 | 24,192 | 1.52% | 1.52% | 297 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AYAL Capital Advisors Ltd | History | New | 97,500 | 24,180 | 6.56% | — | 298 | +97,500 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 96,944 | 24,042 | 0.5% | 0.36% | 299 | +28,293 | 41.21% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 96,353 | 23,895 | 0.19% | 0.19% | 300 | -1,048 | -1.08% | Q1 2026 | May 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 95,201 | 23,609 | 0.38% | 0.43% | 301 | +10,843 | 12.85% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 93,857 | 23,422 | 0.22% | 0.14% | 302 | +38,900 | 70.78% | Q1 2026 | Apr 07, 2026 |
| 1ST SOURCE BANK | History | Added to | 93,120 | 23,093 | 1.19% | 1.17% | 303 | +2,632 | 2.91% | Q1 2026 | May 04, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 92,635 | 22,973 | 1.6% | — | 304 | +92,635 | New | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 92,200 | 22,865 | 0.1% | 0.47% | 305 | -600,000 | -86.68% | Q1 2026 | May 14, 2026 |
| Horizon Wealth Management, LLC | History | New | 92,174 | 22,859 | 3.35% | — | 306 | +92,174 | New | Q1 2026 | Apr 24, 2026 |
| EASTERN BANK | History | Added to | 89,094 | 22,095 | 0.38% | 0.09% | 307 | +67,963 | 321.63% | Q1 2026 | Apr 07, 2026 |
| Finley Financial, LLC | History | Reduced | 88,257 | 21,887 | 10.25% | 9.96% | 308 | -90 | -0.1% | Q1 2026 | Apr 22, 2026 |
| Jacobi Capital Management LLC | History | Added to | 87,705 | 21,750 | 1.21% | 1.16% | 309 | +6,186 | 7.59% | Q1 2026 | May 13, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 87,280 | 21,645 | 3.52% | 3.57% | 310 | -2,916 | -3.23% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 85,993 | 21,326 | 0.44% | 0.13% | 311 | +61,584 | 252.3% | Q1 2026 | Apr 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 85,512 | 21,206 | 1.02% | 4.31% | 312 | -283,145 | -76.8% | Q1 2026 | Apr 17, 2026 |
| BIP Wealth, LLC | History | Reduced | 85,336 | 21,163 | 0.86% | 0.81% | 313 | -7,900 | -8.47% | Q1 2026 | Apr 27, 2026 |
| LuminArx Capital Management LP | History | Reduced | 85,000 | 21,080 | 15.48% | 14.78% | 314 | -142,500 | -62.64% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 84,381 | 20,926 | 0.47% | 0.22% | 315 | +43,720 | 107.52% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 83,836 | 20,791 | 0.05% | 0.06% | 316 | -1,194 | -1.4% | Q1 2026 | May 14, 2026 |
| Shay Capital LLC | History | Reduced | 83,678 | 20,752 | 1.73% | 2.67% | 317 | -21,240 | -20.24% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 85,088 | 20,724 | 0.15% | 0.88% | 318 | -428,667 | -83.44% | Q1 2026 | May 14, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 83,132 | 20,616 | 8.35% | 8.58% | 319 | +2,145 | 2.65% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 83,126 | 20,612 | 0.02% | 0.01% | 320 | +17,569 | 26.8% | Q1 2026 | May 14, 2026 |
| River Wealth Advisors LLC | History | Reduced | 83,013 | 20,587 | 2.36% | 2.38% | 321 | -3,257 | -3.78% | Q1 2026 | May 13, 2026 |
| Brewster Financial Planning LLC | History | Added to | 81,627 | 20,243 | 12.24% | 11.98% | 322 | +2,429 | 3.07% | Q1 2026 | May 04, 2026 |
| Glenview Trust Co | History | Added to | 81,462 | 20,202 | 0.32% | 0.31% | 323 | +49 | 0.06% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 79,388 | 19,680 | 0.12% | 0.12% | 324 | +586 | 0.74% | Q1 2026 | May 15, 2026 |
| Duquesne Family Office LLC | History | Reduced | 79,000 | 19,592 | 0.58% | 1.24% | 325 | -147,000 | -65.04% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 78,262 | 19,408 | 0.1% | 0.08% | 326 | +15,983 | 25.66% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 78,207 | 19,395 | 0.66% | 0.15% | 327 | +60,934 | 352.77% | Q1 2026 | Apr 07, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 78,053 | 19,357 | 0.07% | 0.09% | 328 | -32,179 | -29.19% | Q1 2026 | May 08, 2026 |
| BTC Capital Management, Inc. | History | Added to | 77,945 | 19,354 | 1.31% | 1.32% | 329 | +1,132 | 1.47% | Q1 2026 | Apr 20, 2026 |
| Great Waters Wealth Management | History | Reduced | 77,748 | 19,281 | 2.04% | 2.25% | 330 | -5,229 | -6.3% | Q1 2026 | Apr 17, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 76,111 | 18,875 | 10.85% | 10.88% | 331 | -2,248 | -2.87% | Q1 2026 | May 01, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 75,865 | 18,814 | 3.32% | 3.38% | 332 | -2,420 | -3.09% | Q1 2026 | Apr 17, 2026 |
| ANB BANK | History | Reduced | 75,731 | 18,781 | 7.6% | 8.11% | 333 | -7,346 | -8.84% | Q1 2026 | May 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 75,576 | 18,742 | 0.83% | 0.83% | 334 | +2,797 | 3.84% | Q1 2026 | May 12, 2026 |
| WS MANAGEMENT LLLP | History | New | 75,000 | 18,600 | 1.64% | — | 335 | +75,000 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 74,601 | 18,501 | 0.09% | 0.09% | 336 | +4,149 | 5.89% | Q1 2026 | May 14, 2026 |
| Baron Financial Group, LLC | History | Reduced | 73,195 | 18,152 | 9.79% | 9.73% | 337 | -548 | -0.74% | Q1 2026 | Apr 09, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 72,613 | 18,008 | 2.53% | 2.17% | 338 | +9,639 | 15.31% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 72,184 | 17,901 | 0.49% | 0.49% | 339 | -232 | -0.32% | Q1 2026 | Apr 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 71,366 | 17,861 | 1.6% | 1.61% | 340 | -624 | -0.87% | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | Added to | 71,958 | 17,845 | 0.33% | 0.32% | 341 | +1,524 | 2.16% | Q1 2026 | Apr 16, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 71,558 | 17,746 | 1.25% | 1.23% | 342 | -678 | -0.94% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 71,311 | 17,685 | 0.14% | 0.15% | 343 | +19,287 | 37.07% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Reduced | 71,080 | 17,627 | 1.5% | 1.56% | 344 | -384 | -0.54% | Q1 2026 | May 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 71,049 | 17,620 | 0.23% | 0.23% | 345 | -2,780 | -3.77% | Q1 2026 | Apr 21, 2026 |
| Coastline Trust Co | History | Reduced | 70,949 | 17,595 | 1.75% | 1.82% | 346 | -7,513 | -9.58% | Q1 2026 | Apr 03, 2026 |
| Merit Financial Group, LLC | History | Added to | 70,663 | 17,524 | 0.13% | 0.05% | 347 | +47,506 | 205.15% | Q1 2026 | Apr 15, 2026 |
| LCM Capital Management Inc | History | Added to | 70,174 | 17,403 | 8.73% | 8.28% | 348 | +589 | 0.85% | Q1 2026 | Apr 21, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 70,070 | 17,377 | 1.01% | 1.03% | 349 | -606 | -0.86% | Q1 2026 | Apr 30, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 70,345 | 17,316 | 1.27% | 1.27% | 350 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 69,659 | 17,275 | 1.65% | 1.58% | 351 | +5,462 | 8.51% | Q1 2026 | May 15, 2026 |
| Azora Capital LP | History | New | 69,401 | 17,211 | 1.13% | — | 352 | +69,401 | New | Q1 2026 | May 15, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Reduced | 69,261 | 17,176 | 2.92% | 2.35% | 353 | -1,811 | -2.55% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 67,678 | 16,784 | 0.03% | 0.03% | 354 | +15,000 | 28.47% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 66,954 | 16,604 | 0.87% | 0.49% | 355 | +22,063 | 49.15% | Q1 2026 | Apr 28, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 66,800 | 16,566 | 0.34% | 2.13% | 356 | -533,196 | -88.87% | Q1 2026 | May 15, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 66,780 | 16,561 | 2.6% | 2.28% | 357 | +6,930 | 11.58% | Q1 2026 | Apr 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 66,603 | 16,517 | 0.78% | 0.26% | 358 | +43,502 | 188.31% | Q1 2026 | May 18, 2026 |
| SMITH, MOORE & CO. | History | Added to | 66,571 | 16,509 | 1.2% | 1.17% | 359 | +3,650 | 5.8% | Q1 2026 | May 05, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 65,726 | 16,303 | 1.25% | 0.74% | 360 | +29,051 | 79.21% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 66,066 | 16,262 | 0.29% | 0.29% | 361 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 65,334 | 16,202 | 1.66% | 0.96% | 362 | +25,334 | 63.33% | Q1 2026 | May 14, 2026 |
| Galaxy Digital Inc. | History | New | 65,000 | 16,120 | 1.4% | — | 364 | +65,000 | New | Q1 2026 | May 14, 2026 |
| DeepCurrents Investment Group LLC | History | Added to | 650 | 16,120 | 0.52% | 0.35% | 363 | +210 | 47.73% | Q1 2026 | May 15, 2026 |
| Enclave Advisors LLC | History | Added to | 64,710 | 16,048 | 2.2% | 1.74% | 365 | +14,749 | 29.52% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 64,480 | 15,991 | 0.98% | 0.76% | 366 | +739 | 1.16% | Q1 2026 | Apr 28, 2026 |
| WESBANCO BANK INC | History | Added to | 63,500 | 15,748 | 0.44% | 0.42% | 367 | +1,451 | 2.34% | Q1 2026 | Apr 21, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 62,925 | 15,605 | 7.45% | 10.79% | 368 | +61,603 | 4659.83% | Q1 2026 | May 06, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 62,833 | 15,582 | 1.11% | 1.11% | 369 | +514 | 0.82% | Q1 2026 | May 06, 2026 |
| New Perspectives, Inc | History | Added to | 62,586 | 15,521 | 5.38% | 5.15% | 370 | +2,232 | 3.7% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 62,182 | 15,421 | 0.21% | 0.19% | 371 | +7,862 | 14.47% | Q1 2026 | May 15, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 61,012 | 15,130 | 1.4% | 1.34% | 372 | -2,188 | -3.46% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Reduced | 60,288 | 14,951 | 0.12% | 0.23% | 373 | -62,517 | -50.91% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Reduced | 60,232 | 14,936 | 0.53% | 1.55% | 374 | -124,291 | -67.36% | Q1 2026 | May 14, 2026 |
| Portland Global Advisors LLC | History | Reduced | 59,981 | 14,875 | 1.59% | 1.59% | 375 | -163 | -0.27% | Q1 2026 | May 11, 2026 |
| Delta Accumulation, LLC | History | Added to | 59,600 | 14,780 | 1.28% | 0.46% | 376 | +8,600 | 16.86% | Q1 2026 | May 08, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 59,471 | 14,748 | 1.81% | 1.87% | 377 | -2,848 | -4.57% | Q1 2026 | Apr 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 59,165 | 14,670 | 0.09% | 0.09% | 378 | +5,635 | 10.53% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 59,101 | 14,657 | 1.0% | 1.04% | 379 | -2,254 | -3.67% | Q1 2026 | Apr 21, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 59,093 | 14,655 | 0.33% | 0.32% | 380 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 59,038 | 14,641 | 0.77% | 0.75% | 381 | -1,247 | -2.07% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 58,938 | 14,616 | 0.18% | 0.16% | 382 | +5,439 | 10.17% | Q1 2026 | Apr 20, 2026 |
| Callan Family Office, LLC | History | Reduced | 58,418 | 14,487 | 0.33% | 0.53% | 383 | -41,112 | -41.31% | Q1 2026 | May 13, 2026 |
| Westshore Wealth, LLC | History | No change | 58,540 | 14,410 | 4.77% | 4.77% | 384 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 57,924 | 14,365 | 0.07% | 0.04% | 385 | +3,630 | 6.69% | Q1 2026 | May 14, 2026 |
| Fluent Financial, LLC | History | Added to | 54,143 | 14,351 | 5.25% | 4.52% | 386 | +5,988 | 12.43% | Q1 2026 | Apr 15, 2026 |
| Simmons Bank | History | Reduced | 57,834 | 14,342 | 0.96% | 0.95% | 387 | -101 | -0.17% | Q1 2026 | Apr 23, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 57,711 | 14,312 | 0.57% | 0.54% | 388 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Idaho Trust Co | History | Added to | 57,583 | 14,280 | 4.64% | 4.42% | 389 | +3,385 | 6.25% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 57,268 | 14,202 | 0.06% | 0.06% | 390 | +759 | 1.34% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 56,679 | 14,056 | 0.39% | 0.3% | 391 | +10,380 | 22.42% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 56,514 | 14,015 | 0.07% | 0.06% | 392 | +11,669 | 26.02% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 56,136 | 13,936 | 0.22% | 0.23% | 393 | -1,560 | -2.7% | Q1 2026 | Apr 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 49,278 | 13,924 | 0.37% | 0.5% | 394 | +1,760 | 3.7% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 55,730 | 13,821 | 0.39% | 0.38% | 395 | +1,302 | 2.39% | Q1 2026 | May 12, 2026 |
| Magnetar Financial LLC | History | New | 57,500 | 13,777 | 0.14% | — | 396 | +57,500 | New | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 54,807 | 13,592 | 2.18% | 2.56% | 397 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | Reduced | 54,589 | 13,538 | 0.21% | 0.21% | 398 | -1,747 | -3.1% | Q1 2026 | May 08, 2026 |
| HighMark Wealth Management LLC | History | Added to | 54,616 | 13,520 | 5.51% | 5.37% | 399 | +1,033 | 1.93% | Q1 2026 | May 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 54,176 | 13,435 | 0.1% | 0.09% | 400 | -1,860 | -3.32% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Management, LLC | History | Reduced | 53,380 | 13,238 | 0.77% | 0.76% | 401 | -309 | -0.58% | Q1 2026 | Apr 22, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 52,747 | 13,081 | 1.29% | 1.31% | 402 | -247 | -0.47% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 52,037 | 12,905 | 0.1% | 0.18% | 403 | -32,588 | -38.51% | Q1 2026 | Apr 07, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 51,851 | 12,858 | 2.03% | 1.98% | 404 | +597 | 1.16% | Q1 2026 | Apr 29, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 47,342 | 12,837 | 0.22% | 0.23% | 405 | -3,863 | -7.54% | Q1 2026 | May 15, 2026 |
| Annandale Capital, LLC | History | No change | 61,400 | 12,827 | 1.81% | 1.52% | 406 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 97,000 | 12,811 | 1.49% | 1.49% | 407 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 51,349 | 12,734 | 0.71% | 0.7% | 408 | +475 | 0.93% | Q1 2026 | Apr 23, 2026 |
| NEPC LLC | History | Added to | 50,924 | 12,629 | 0.25% | 0.27% | 409 | +78 | 0.15% | Q1 2026 | May 15, 2026 |
| Humankind Investments LLC | History | Reduced | 50,860 | 12,613 | 7.2% | 6.15% | 410 | -4,800 | -8.62% | Q1 2026 | May 15, 2026 |
| Latigo Investments, LLC | History | No change | 50,522 | 12,529 | 6.24% | 6.12% | 411 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Banco Santander, S.A. | History | Added to | 50,230 | 12,457 | 0.1% | 0.03% | 412 | +34,275 | 214.82% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 50,175 | 12,443 | 0.86% | 0.81% | 413 | +1,862 | 3.85% | Q1 2026 | May 12, 2026 |
| Sageworth Trust Co | History | Reduced | 50,082 | 12,420 | 0.53% | 0.55% | 414 | -1,695 | -3.27% | Q1 2026 | Apr 29, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | New | 50,000 | 12,400 | 0.07% | — | 415 | +50,000 | New | Q1 2026 | May 13, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 49,876 | 12,369 | 0.83% | 4.09% | 416 | -198,964 | -79.96% | Q1 2026 | Apr 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 49,769 | 12,342 | 1.77% | 1.68% | 417 | +3,170 | 6.8% | Q1 2026 | May 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 61,238 | 12,216 | 3.99% | 0.75% | 418 | +54,307 | 783.54% | Q1 2026 | May 13, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 48,622 | 12,058 | 1.25% | 1.32% | 419 | -1,050 | -2.11% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 48,358 | 11,992 | 0.6% | 0.59% | 420 | +2,380 | 5.18% | Q1 2026 | Apr 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 48,097 | 11,928 | 0.38% | 0.37% | 421 | +1,816 | 3.92% | Q1 2026 | Apr 08, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 48,073 | 11,922 | 10.3% | 9.87% | 422 | +487 | 1.02% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 47,383 | 11,750 | 0.07% | 0.06% | 423 | +3,255 | 7.38% | Q1 2026 | Apr 30, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 47,291 | 11,728 | 0.18% | 0.14% | 424 | +8,230 | 21.07% | Q1 2026 | May 15, 2026 |
| McLean Asset Management Corp | History | Reduced | 46,633 | 11,564 | 2.02% | 2.21% | 425 | -265 | -0.57% | Q1 2026 | Apr 22, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 46,240 | 11,311 | 1.5% | 1.93% | 426 | -11,665 | -20.15% | Q1 2026 | Apr 30, 2026 |
| VANGUARD GROUP INC | History | No change | 45,908 | 11,300 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 45,281 | 11,229 | 3.63% | 1.98% | 428 | +18,659 | 70.09% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 45,226 | 11,216 | 0.38% | 0.36% | 429 | +1,690 | 3.88% | Q1 2026 | May 07, 2026 |
| Union Square Park Capital Management, LLC | History | Added to | 45,000 | 11,160 | 6.34% | 2.37% | 430 | +25,000 | 125.0% | Q1 2026 | May 15, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 44,948 | 11,147 | 1.45% | 1.46% | 431 | -221 | -0.49% | Q1 2026 | Apr 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 44,695 | 11,084 | 0.67% | 0.33% | 432 | -520,030 | -92.09% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 44,565 | 11,052 | 0.34% | 0.41% | 433 | -10,560 | -19.16% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 44,197 | 10,960 | 0.3% | 0.26% | 434 | -100 | -0.23% | Q1 2026 | Apr 21, 2026 |
| DT Investment Partners, LLC | History | Reduced | 44,091 | 10,934 | 0.91% | 0.95% | 435 | -2,351 | -5.06% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Reduced | 43,948 | 10,892 | 0.47% | 0.49% | 436 | -1,203 | -2.66% | Q1 2026 | May 08, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 43,848 | 10,875 | 2.69% | 3.47% | 437 | -18,447 | -29.61% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 43,613 | 10,735 | 0.5% | 0.5% | 438 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harvest Investment Advisors, LLC | History | No change | 43,517 | 10,712 | 6.07% | 6.07% | 439 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Equity Management | History | Added to | 43,152 | 10,701 | 4.02% | 0.12% | 440 | +41,684 | 2839.51% | Q1 2026 | Apr 21, 2026 |
| XML Financial, LLC | History | Added to | 43,140 | 10,698 | 0.86% | 0.84% | 441 | +1,170 | 2.79% | Q1 2026 | Apr 16, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 43,121 | 10,694 | 1.55% | 1.67% | 442 | -4,740 | -9.9% | Q1 2026 | Apr 21, 2026 |
| SCS Capital Management LLC | History | Reduced | 43,024 | 10,669 | 0.11% | 0.12% | 443 | -1,708 | -3.82% | Q1 2026 | May 11, 2026 |
| One William Street Capital Management, L.P. | History | Added to | 42,500 | 10,540 | 0.89% | 0.99% | 444 | +12,500 | 41.67% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 42,450 | 10,527 | 0.32% | 0.31% | 445 | -806 | -1.86% | Q1 2026 | May 14, 2026 |
| Engine Capital Management, LP | History | No change | 42,444 | 10,526 | 1.27% | 1.44% | 446 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 42,383 | 10,510 | 0.16% | 0.15% | 447 | +688 | 1.65% | Q1 2026 | May 05, 2026 |
| Argent Trust Co | History | Added to | 42,325 | 10,496 | 0.36% | 0.32% | 448 | +4,991 | 13.37% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 42,128 | 10,447 | 0.66% | — | 449 | +42,128 | New | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 41,894 | 10,389 | 0.03% | 0.03% | 450 | +7,027 | 20.15% | Q1 2026 | May 15, 2026 |
| Gray Private Wealth, LLC | History | Added to | 41,808 | 10,368 | 5.21% | 4.9% | 451 | +1,028 | 2.52% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 41,603 | 10,317 | 0.19% | 0.16% | 452 | +6,958 | 20.08% | Q1 2026 | May 14, 2026 |
| CONNING INC. | History | No change | 41,524 | 10,297 | 0.34% | 0.34% | 453 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 41,412 | 10,270 | 0.06% | 0.08% | 454 | -55,081 | -57.08% | Q1 2026 | Apr 29, 2026 |
| Foster Group, Inc. | History | Reduced | 41,106 | 10,194 | 0.3% | 0.32% | 455 | -1,732 | -4.04% | Q1 2026 | Apr 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 41,084 | 10,188 | 0.01% | 0.0% | 456 | +24,710 | 150.91% | Q1 2026 | May 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 40,718 | 10,097 | 0.46% | 0.42% | 457 | +1,887 | 4.86% | Q1 2026 | May 06, 2026 |
| Nilsine Partners, LLC | History | Added to | 36,368 | 10,079 | 0.79% | 0.71% | 458 | +3,219 | 9.71% | Q1 2026 | Apr 29, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 40,522 | 10,049 | 6.15% | 5.49% | 459 | +3,075 | 8.21% | Q1 2026 | May 15, 2026 |
| Citizens Business Bank | History | Reduced | 40,328 | 10,001 | 1.64% | 1.64% | 460 | -113 | -0.28% | Q1 2026 | May 01, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 40,270 | 9,987 | 0.65% | 0.63% | 461 | -601 | -1.47% | Q1 2026 | Apr 27, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 40,219 | 9,974 | 0.17% | 0.15% | 462 | +1,291 | 3.32% | Q1 2026 | May 13, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 40,114 | 9,948 | 0.82% | 0.83% | 463 | -437 | -1.08% | Q1 2026 | May 06, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 40,006 | 9,921 | 0.35% | 0.31% | 464 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Eversept Partners, LP | History | New | 40,000 | 9,920 | 0.52% | — | 465 | +40,000 | New | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 39,995 | 9,918 | 0.22% | 0.18% | 466 | +5,219 | 15.01% | Q1 2026 | May 15, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 40,023 | 9,852 | 4.06% | 4.06% | 467 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 39,684 | 9,841 | 0.12% | 0.09% | 468 | +12,525 | 46.12% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 35,453 | 9,801 | 0.22% | 0.23% | 469 | -28 | -0.08% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 39,457 | 9,785 | 0.18% | 0.25% | 470 | -17,114 | -30.25% | Q1 2026 | Apr 10, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 39,392 | 9,769 | 0.26% | 0.23% | 471 | +2,421 | 6.55% | Q1 2026 | May 01, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 39,067 | 9,688 | 0.28% | 0.27% | 472 | +238 | 0.61% | Q1 2026 | May 11, 2026 |
| Howard Capital Management Inc. | History | Reduced | 38,983 | 9,667 | 0.16% | 0.13% | 473 | -2,450 | -5.91% | Q1 2026 | May 05, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 38,929 | 9,654 | 0.15% | 0.14% | 474 | -150 | -0.38% | Q1 2026 | May 15, 2026 |
| Vavra Capital Management, LLC | History | Reduced | 38,881 | 9,642 | 9.37% | 9.51% | 475 | -443 | -1.13% | Q1 2026 | Apr 27, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 38,816 | 9,626 | 1.44% | 5.77% | 477 | -114,866 | -74.74% | Q1 2026 | Apr 24, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 38,815 | 9,626 | 0.01% | 0.02% | 476 | -14,512 | -27.21% | Q1 2026 | May 13, 2026 |
| Aspen Investment Management Inc | History | Added to | 38,605 | 9,574 | 2.93% | 2.84% | 478 | +276 | 0.72% | Q1 2026 | Apr 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 38,578 | 9,567 | 0.14% | 0.18% | 479 | -16,448 | -29.89% | Q1 2026 | May 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 38,411 | 9,525 | 0.21% | 0.2% | 480 | +1,677 | 4.57% | Q1 2026 | May 14, 2026 |
| Corsicana & Co. | History | Added to | 47,478 | 9,471 | 6.0% | 6.37% | 481 | +1,372 | 2.98% | Q1 2026 | May 13, 2026 |
| PKO Investment Management Joint-Stock Co | History | No change | 38,033 | 9,432 | 0.79% | 0.75% | 482 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 38,016 | 9,427 | 1.29% | 1.29% | 483 | -5 | -0.01% | Q1 2026 | May 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 38,001 | 9,424 | 0.92% | 0.9% | 484 | -429 | -1.12% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 37,638 | 9,334 | 0.29% | 0.33% | 485 | -3,936 | -9.47% | Q1 2026 | May 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 37,630 | 9,332 | 1.05% | 0.93% | 486 | +3,016 | 8.71% | Q1 2026 | Apr 24, 2026 |
| Asset One Wealth Management LLC | History | Added to | 33,964 | 9,323 | 1.03% | 0.05% | 487 | +32,560 | 2319.09% | Q1 2026 | May 12, 2026 |
| LPWM LLC | History | Reduced | 37,577 | 9,318 | 2.35% | 2.48% | 488 | -2,346 | -5.88% | Q1 2026 | Apr 08, 2026 |
| Clear Street Group Inc. | History | Added to | 37,500 | 9,300 | 0.04% | 0.01% | 489 | +27,500 | 275.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | No change | 37,398 | 9,274 | 0.21% | 0.2% | 490 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 37,383 | 9,270 | 1.2% | 1.29% | 491 | -803 | -2.1% | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 37,312 | 9,253 | 0.71% | 0.69% | 492 | -409 | -1.08% | Q1 2026 | May 13, 2026 |
| Ridgepath Capital Management LLC | History | Added to | 37,239 | 9,235 | 4.59% | 1.19% | 493 | +26,482 | 246.18% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Reduced | 37,164 | 9,216 | 0.4% | 0.63% | 494 | -8,895 | -19.31% | Q1 2026 | May 11, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 36,943 | 9,161 | 3.88% | 3.93% | 495 | -1,163 | -3.05% | Q1 2026 | Apr 29, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 36,861 | 9,141 | 1.8% | 1.72% | 496 | +3,403 | 10.17% | Q1 2026 | Apr 14, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 36,656 | 9,090 | 3.26% | 2.98% | 497 | +892 | 2.49% | Q1 2026 | Apr 16, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 36,630 | 9,084 | 0.0% | 0.0% | 498 | +4,535 | 14.13% | Q1 2026 | May 14, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 36,523 | 9,057 | 1.17% | 1.15% | 499 | -756 | -2.03% | Q1 2026 | May 05, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 36,279 | 8,997 | 0.34% | 0.34% | 500 | -920 | -2.47% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 35,917 | 8,907 | 0.65% | 0.65% | 501 | -1,234 | -3.32% | Q1 2026 | May 05, 2026 |
| Eagle Strategies LLC | History | New | 35,520 | 8,808 | 1.05% | — | 502 | +35,520 | New | Q1 2026 | Apr 20, 2026 |
| PCM Encore, LLC | History | Added to | 35,480 | 8,799 | 1.81% | 1.65% | 503 | +4,003 | 12.72% | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | Added to | 35,433 | 8,787 | 0.17% | 0.16% | 504 | +391 | 1.12% | Q1 2026 | Apr 10, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 35,073 | 8,698 | 0.47% | 0.47% | 505 | -527 | -1.48% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 36,100 | 8,650 | 0.01% | 0.01% | 506 | +2,878 | 8.66% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 34,768 | 8,622 | 1.82% | 1.74% | 507 | +1,262 | 3.77% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 34,709 | 8,607 | 0.2% | 0.25% | 508 | -6,545 | -15.87% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 34,626 | 8,587 | 0.13% | 0.12% | 509 | +9,666 | 38.73% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 35,276 | 8,528 | 0.2% | 0.03% | 510 | +32,616 | 1226.17% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 34,306 | 8,507 | 0.91% | 0.93% | 511 | -425 | -1.22% | Q1 2026 | May 06, 2026 |
| Rathbones Group PLC | History | Added to | 34,275 | 8,500 | 0.04% | 0.03% | 512 | +2,545 | 8.02% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 34,255 | 8,495 | 0.1% | 0.11% | 513 | -964 | -2.74% | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 34,173 | 8,475 | 0.31% | 0.26% | 514 | +6,030 | 21.43% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 34,173 | 8,474 | 0.56% | 0.55% | 515 | +51 | 0.15% | Q1 2026 | Apr 28, 2026 |
| BARINGS LLC | History | New | 34,127 | 8,463 | 0.14% | — | 516 | +34,127 | New | Q1 2026 | May 06, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 34,065 | 8,448 | 3.31% | 2.94% | 517 | +2,415 | 7.63% | Q1 2026 | Apr 30, 2026 |
| Redwood Investment Management, LLC | History | Added to | 34,019 | 8,437 | 1.05% | 0.84% | 518 | +3,807 | 12.6% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 34,002 | 8,432 | 0.1% | 0.12% | 519 | -1,378 | -3.89% | Q1 2026 | Apr 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 33,899 | 8,406 | 0.01% | 0.01% | 520 | -13,861 | -29.02% | Q1 2026 | May 12, 2026 |
| Rossmore Private Capital | History | Added to | 33,743 | 8,368 | 0.73% | 0.73% | 521 | +436 | 1.31% | Q1 2026 | May 01, 2026 |
| Sierra Capital LLC | History | Reduced | 33,507 | 8,310 | 0.91% | 0.91% | 522 | -1,489 | -4.25% | Q1 2026 | May 15, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Reduced | 33,503 | 8,308 | 1.64% | 1.51% | 523 | -531 | -1.56% | Q1 2026 | Apr 30, 2026 |
| Macco Financial Group, Inc. | History | Added to | 33,455 | 8,296 | 6.28% | 2.3% | 524 | +22,605 | 208.34% | Q1 2026 | Apr 23, 2026 |
| Newport Capital Group, LLC | History | Added to | 33,415 | 8,288 | 5.05% | 5.02% | 525 | +78 | 0.23% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 33,284 | 8,254 | 0.01% | 0.0% | 526 | +25,819 | 345.87% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 29,647 | 8,238 | 0.11% | 0.1% | 527 | -738 | -2.43% | Q1 2026 | May 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 33,148 | 8,220 | 0.3% | 0.31% | 528 | -1,168 | -3.4% | Q1 2026 | Apr 20, 2026 |
| Parisi Gray Wealth Management | History | Added to | 33,100 | 8,208 | 1.96% | 1.53% | 529 | +5,686 | 20.74% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | Added to | 33,053 | 8,197 | 0.93% | 0.87% | 530 | +1,210 | 3.8% | Q1 2026 | May 04, 2026 |
| Ascent Group, LLC | History | Added to | 33,014 | 8,187 | 0.28% | 0.27% | 531 | +834 | 2.59% | Q1 2026 | May 15, 2026 |
| Independent Family Office, LLC | History | No change | 33,011 | 8,186 | 3.37% | 3.39% | 532 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 32,974 | 8,177 | 0.82% | 0.79% | 533 | -41 | -0.12% | Q1 2026 | Apr 14, 2026 |
| Quarry LP | History | Added to | 32,910 | 8,161 | 1.46% | 0.04% | 534 | +31,795 | 2851.57% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 32,814 | 8,137 | 0.23% | 0.06% | 535 | +24,803 | 309.61% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 32,744 | 8,120 | 0.13% | 0.13% | 536 | -189 | -0.57% | Q1 2026 | Apr 27, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 32,610 | 8,087 | 3.78% | 3.79% | 537 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 32,567 | 8,076 | 6.22% | 4.27% | 538 | +9,098 | 38.77% | Q1 2026 | Apr 09, 2026 |
| Harvey Partners, LLC | History | Reduced | 32,500 | 8,060 | 0.64% | 1.31% | 540 | -27,500 | -45.83% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 32,501 | 8,060 | 0.03% | 0.03% | 539 | +1,730 | 5.62% | Q1 2026 | May 13, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 32,500 | 8,060 | 0.82% | 0.84% | 541 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 159,768 | 8,017 | 0.05% | 0.26% | 542 | +5,279 | 3.42% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Reduced | 31,859 | 7,901 | 0.1% | 0.1% | 543 | -632 | -1.95% | Q1 2026 | May 01, 2026 |
| Composition Wealth, LLC | History | Added to | 31,659 | 7,851 | 0.11% | 0.1% | 544 | +2,570 | 8.83% | Q1 2026 | Apr 08, 2026 |
| St. Louis Trust Co | History | Added to | 31,465 | 7,803 | 0.91% | 0.81% | 545 | +2,706 | 9.41% | Q1 2026 | May 14, 2026 |
| SimpliFi, Inc. | History | Reduced | 31,308 | 7,764 | 3.26% | 3.28% | 546 | -168 | -0.53% | Q1 2026 | Apr 22, 2026 |
| Klingman & Associates, LLC | History | Reduced | 31,249 | 7,749 | 0.37% | 0.38% | 547 | -359 | -1.14% | Q1 2026 | May 14, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 31,218 | 7,742 | 1.07% | 1.05% | 548 | +592 | 1.93% | Q1 2026 | Apr 21, 2026 |
| Mandatum Life Insurance Co Ltd | History | Added to | 30,911 | 7,665 | 1.72% | 1.44% | 549 | +5,232 | 20.37% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 30,847 | 7,649 | 2.53% | 2.57% | 550 | -529 | -1.69% | Q1 2026 | Apr 09, 2026 |
| RK Capital Management, LLC/FL | History | New | 30,645 | 7,599 | 0.29% | — | 551 | +30,645 | New | Q1 2026 | May 12, 2026 |
| Hunting Hill Global Capital, LLC | History | Added to | 30,600 | 7,588 | 5.88% | 4.22% | 552 | +5,700 | 22.89% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 30,475 | 7,557 | 0.12% | 0.13% | 553 | +358 | 1.19% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 30,408 | 7,540 | 0.14% | 0.06% | 554 | +18,083 | 146.72% | Q1 2026 | May 11, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 30,259 | 7,504 | 0.71% | 0.71% | 555 | +38 | 0.13% | Q1 2026 | May 04, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 30,243 | 7,499 | 0.28% | 0.26% | 556 | +986 | 3.37% | Q1 2026 | Apr 20, 2026 |
| Ursa Fund Management, LLC | History | Reduced | 30,000 | 7,440 | 6.92% | 0.5% | 557 | -20,000 | -40.0% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 29,830 | 7,397 | 0.2% | 0.22% | 558 | -1,389 | -4.45% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 29,826 | 7,391 | 0.55% | 0.47% | 559 | -1,491 | -4.76% | Q1 2026 | May 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 29,768 | 7,382 | 0.16% | 0.14% | 560 | +2,415 | 8.83% | Q1 2026 | May 01, 2026 |
| CALIFORNIA FIRST LEASING CORP | History | No change | 29,705 | 7,366 | 2.36% | 2.37% | 561 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Single Point Partners, LLC | History | Added to | 29,628 | 7,347 | 1.46% | 1.44% | 562 | +89 | 0.3% | Q1 2026 | Apr 15, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 29,622 | 7,346 | 3.5% | 3.44% | 563 | -156 | -0.52% | Q1 2026 | May 01, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 29,450 | 7,303 | 0.58% | 0.43% | 564 | +7,003 | 31.2% | Q1 2026 | Apr 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 29,210 | 7,244 | 0.23% | 0.27% | 565 | -616 | -2.07% | Q1 2026 | May 07, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 29,197 | 7,240 | 0.84% | 0.89% | 566 | +41 | 0.14% | Q1 2026 | May 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 29,182 | 7,237 | 0.1% | 0.1% | 567 | +107 | 0.37% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 29,149 | 7,228 | 0.17% | 0.17% | 568 | +5 | 0.02% | Q1 2026 | May 11, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 29,067 | 7,209 | 0.13% | 0.16% | 569 | -10,100 | -25.79% | Q1 2026 | May 11, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 29,015 | 7,195 | 1.8% | 1.82% | 570 | -1,746 | -5.68% | Q1 2026 | Apr 28, 2026 |
| Curi Capital, LLC | History | Reduced | 28,967 | 7,183 | 0.13% | 0.14% | 571 | -2,709 | -8.55% | Q1 2026 | May 15, 2026 |
| Iowa State Bank | History | Added to | 28,800 | 7,142 | 1.31% | 0.14% | 572 | +25,710 | 832.04% | Q1 2026 | Apr 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 28,667 | 7,109 | 0.08% | 0.08% | 573 | +375 | 1.33% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 28,664 | 7,108 | 0.18% | 0.18% | 574 | -541 | -1.85% | Q1 2026 | Apr 29, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 28,612 | 7,095 | 1.15% | 1.22% | 575 | -3,202 | -10.06% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 28,580 | 7,088 | 0.04% | 0.03% | 576 | +4,430 | 18.34% | Q1 2026 | May 13, 2026 |
| Dauntless Investment Group, LLC | History | New | 28,400 | 7,043 | 4.66% | — | 577 | +28,400 | New | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 28,183 | 6,989 | 0.26% | 0.15% | 578 | +11,785 | 71.87% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 28,151 | 6,981 | 0.13% | 0.11% | 579 | +3,858 | 15.88% | Q1 2026 | May 07, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 28,140 | 6,978 | 0.15% | 0.15% | 580 | -1,551 | -5.22% | Q1 2026 | May 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 28,089 | 6,966 | 0.38% | 0.37% | 581 | -197 | -0.7% | Q1 2026 | May 14, 2026 |
| Spruce Point Capital Management, LLC | History | Added to | 28,000 | 6,944 | 7.64% | 6.14% | 582 | +16,000 | 133.33% | Q1 2026 | May 12, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 27,861 | 6,909 | 0.71% | 0.17% | 583 | +20,793 | 294.19% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 27,783 | 6,890 | 0.08% | 0.08% | 584 | -184 | -0.66% | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 27,768 | 6,886 | 0.01% | 0.01% | 585 | -1,292 | -4.45% | Q1 2026 | May 14, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 27,940 | 6,877 | 2.23% | 2.23% | 586 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 27,594 | 6,843 | 0.09% | 0.07% | 587 | +8,624 | 45.46% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 27,574 | 6,838 | 0.38% | 0.38% | 588 | +14 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Maven Securities LTD | History | New | 27,557 | 6,830 | 0.13% | — | 589 | +27,557 | New | Q1 2026 | May 15, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 27,500 | 6,820 | 0.4% | 0.72% | 590 | -12,070 | -30.5% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 27,483 | 6,815 | 0.11% | 0.23% | 591 | -19,855 | -41.94% | Q1 2026 | May 18, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 27,334 | 6,778 | 0.28% | 0.28% | 592 | -261 | -0.95% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 27,332 | 6,770 | 0.07% | 0.08% | 593 | +318 | 1.18% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | Reduced | 27,258 | 6,759 | 0.86% | 0.85% | 594 | -422 | -1.52% | Q1 2026 | Apr 30, 2026 |
| Venture Visionary Partners LLC | History | Added to | 26,897 | 6,670 | 0.22% | 0.21% | 595 | +421 | 1.59% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 26,594 | 6,595 | 0.22% | 0.23% | 596 | -416 | -1.54% | Q1 2026 | Apr 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 26,569 | 6,589 | 0.22% | 0.34% | 597 | -16,249 | -37.95% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 26,487 | 6,568 | 0.81% | 0.0% | 598 | +6,187 | 30.48% | Q1 2026 | May 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 26,400 | 6,547 | 0.0% | 0.0% | 599 | -4,891 | -15.63% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 26,390 | 6,544 | 0.08% | 0.07% | 600 | -160 | -0.6% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 26,269 | 6,514 | 0.1% | 0.12% | 601 | -3,386 | -11.42% | Q1 2026 | May 13, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 26,143 | 6,483 | 0.46% | 0.45% | 602 | -583 | -2.18% | Q1 2026 | Apr 10, 2026 |
| HighPoint Advisor Group LLC | History | New | 26,115 | 6,476 | 0.27% | — | 603 | +26,115 | New | Q1 2026 | May 14, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 29,296 | 6,471 | 0.59% | 0.59% | 604 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pine Ridge Advisers LLC | History | No change | 26,022 | 6,453 | 0.4% | 0.38% | 605 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 26,008 | 6,449 | 0.58% | 0.66% | 606 | -328 | -1.25% | Q1 2026 | Apr 23, 2026 |
| GreatBanc Trust CO | History | Reduced | 25,961 | 6,438 | 4.51% | 4.51% | 607 | -30 | -0.12% | Q1 2026 | Apr 30, 2026 |
| JCIC Asset Management Inc. | History | New | 25,890 | 6,421 | 1.97% | — | 608 | +25,890 | New | Q1 2026 | Apr 13, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 25,885 | 6,419 | 4.34% | 3.81% | 609 | +4,004 | 18.3% | Q1 2026 | Apr 28, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 25,827 | 6,405 | 3.87% | 3.93% | 610 | -562 | -2.13% | Q1 2026 | Apr 21, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 25,819 | 6,403 | 1.41% | 1.32% | 611 | +178 | 0.69% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 25,729 | 6,380 | 0.12% | 0.09% | 612 | +7,200 | 38.86% | Q1 2026 | Apr 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 25,657 | 6,362 | 0.22% | 0.15% | 613 | +8,583 | 50.27% | Q1 2026 | May 06, 2026 |
| WELCH & FORBES LLC | History | Reduced | 25,603 | 6,349 | 0.08% | 0.08% | 614 | -2,269 | -8.14% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 25,575 | 6,342 | 0.17% | 0.16% | 615 | -373 | -1.44% | Q1 2026 | May 14, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Reduced | 25,760 | 6,341 | 2.6% | 3.51% | 616 | -8,773 | -25.4% | Q1 2026 | Apr 27, 2026 |
| SVB WEALTH LLC | History | Reduced | 25,557 | 6,338 | 0.42% | 0.41% | 617 | -2,357 | -8.44% | Q1 2026 | Apr 17, 2026 |
| Edenbrook Capital, LLC | History | Reduced | 25,500 | 6,324 | 1.97% | 7.16% | 618 | -130,500 | -83.65% | Q1 2026 | May 14, 2026 |
| CITY HOLDING CO | History | Reduced | 25,281 | 6,269 | 0.78% | 0.78% | 619 | -422 | -1.64% | Q1 2026 | Apr 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 25,260 | 6,264 | 0.02% | 0.01% | 620 | +15,274 | 152.95% | Q1 2026 | May 05, 2026 |
| Northwest Bancshares, Inc. | History | Added to | 25,233 | 6,257 | 1.25% | 0.71% | 621 | +10,404 | 70.16% | Q1 2026 | May 12, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 25,204 | 6,251 | 3.01% | 3.32% | 622 | -2,476 | -8.95% | Q1 2026 | Apr 22, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 25,127 | 6,231 | 0.99% | 1.13% | 623 | +263 | 1.06% | Q1 2026 | Apr 17, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Reduced | 25,025 | 6,206 | 5.69% | 5.92% | 624 | -21 | -0.08% | Q1 2026 | May 05, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 25,016 | 6,203 | 0.08% | 0.08% | 625 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Candelo Capital Management LP | History | New | 25,000 | 6,200 | 5.12% | — | 626 | +25,000 | New | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 24,921 | 6,180 | 0.17% | 0.15% | 627 | +2,624 | 11.77% | Q1 2026 | May 12, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 24,888 | 6,172 | 4.07% | 5.65% | 628 | -7,861 | -24.0% | Q1 2026 | Apr 30, 2026 |
| PFW Advisors LLC | History | Reduced | 24,835 | 6,159 | 1.94% | 2.0% | 629 | -2,021 | -7.53% | Q1 2026 | Apr 10, 2026 |
| Haverford Trust Co | History | Added to | 24,834 | 6,158 | 0.06% | 0.05% | 630 | +1,318 | 5.6% | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | Added to | 24,622 | 6,106 | 1.36% | 0.88% | 631 | +8,135 | 49.34% | Q1 2026 | Apr 27, 2026 |
| UNION SAVINGS BANK | History | Added to | 24,490 | 6,073 | 2.66% | 2.59% | 632 | +191 | 0.79% | Q1 2026 | Apr 17, 2026 |
| Canton Hathaway, LLC | History | No change | 24,411 | 6,053 | 1.22% | 1.16% | 633 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BayBridge Capital Group, LLC | History | No change | 24,496 | 6,029 | 3.74% | 3.74% | 634 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 24,216 | 6,005 | 0.35% | 0.35% | 635 | -1,119 | -4.42% | Q1 2026 | Apr 20, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 24,060 | 5,966 | 3.23% | 3.52% | 636 | -2,131 | -8.14% | Q1 2026 | May 07, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 24,045 | 5,963 | 0.61% | 0.59% | 637 | +351 | 1.48% | Q1 2026 | May 08, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 24,023 | 5,957 | 0.12% | 0.12% | 638 | -117 | -0.48% | Q1 2026 | May 14, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Reduced | 21,128 | 5,952 | 4.46% | 4.42% | 639 | -2,782 | -11.64% | Q1 2026 | May 05, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 23,974 | 5,945 | 0.07% | 0.06% | 640 | +890 | 3.86% | Q1 2026 | May 05, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 23,917 | 5,931 | 1.63% | 1.32% | 641 | +3,520 | 17.26% | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 23,809 | 5,904 | 0.2% | 0.18% | 642 | +3,928 | 19.76% | Q1 2026 | Apr 20, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 23,575 | 5,846 | 3.89% | 3.78% | 643 | +1,222 | 5.47% | Q1 2026 | Apr 09, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 20,526 | 5,832 | 0.58% | 0.54% | 644 | +3,889 | 23.38% | Q1 2026 | May 12, 2026 |
| Madrid Financial Services | History | New | 23,504 | 5,828 | 3.44% | — | 645 | +23,504 | New | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 23,492 | 5,825 | 3.09% | 3.18% | 646 | +276 | 1.19% | Q1 2026 | May 13, 2026 |
| Spahn Wealth & Retirement LLC | History | No change | 23,445 | 5,814 | 7.4% | 3.58% | 647 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mount Capital Ltd | History | No change | 23,100 | 5,728 | 2.31% | 2.3% | 648 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 22,945 | 5,690 | 0.13% | 0.15% | 649 | -1,927 | -7.75% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 22,937 | 5,688 | 1.36% | 1.36% | 650 | -447 | -1.91% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 22,930 | 5,686 | 0.04% | 0.21% | 651 | -94,884 | -80.54% | Q1 2026 | May 11, 2026 |
| IronBridge Private Wealth, LLC | History | Reduced | 22,859 | 5,669 | 1.83% | 4.55% | 652 | -35,529 | -60.85% | Q1 2026 | May 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 22,683 | 5,625 | 0.53% | 0.55% | 653 | -89 | -0.39% | Q1 2026 | Apr 15, 2026 |
| MONEYWISE, INC. | History | Added to | 22,663 | 5,620 | 2.45% | 0.22% | 654 | +20,558 | 976.63% | Q1 2026 | Apr 27, 2026 |
| Atom Investors LP | History | New | 22,645 | 5,615 | 0.4% | — | 655 | +22,645 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 22,471 | 5,572 | 2.74% | 2.78% | 656 | -164 | -0.72% | Q1 2026 | Apr 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 22,427 | 5,561 | 1.32% | 1.29% | 657 | +614 | 2.81% | Q1 2026 | Apr 28, 2026 |
| Rockingstone Advisors LLC | History | Added to | 22,411 | 5,557 | 2.55% | 2.49% | 658 | +192 | 0.86% | Q1 2026 | Apr 09, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 22,385 | 5,551 | 0.03% | 0.03% | 659 | +3,134 | 16.28% | Q1 2026 | Apr 22, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 22,356 | 5,544 | 2.33% | 2.31% | 660 | -193 | -0.86% | Q1 2026 | Apr 28, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 22,353 | 5,543 | 0.53% | 0.54% | 661 | -1,182 | -5.02% | Q1 2026 | May 06, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 22,334 | 5,539 | 0.03% | 0.07% | 662 | -30,181 | -57.47% | Q1 2026 | May 15, 2026 |
| Advisor Resource Council | History | Added to | 22,307 | 5,532 | 1.79% | 1.02% | 663 | +11,132 | 99.62% | Q1 2026 | May 07, 2026 |
| E&G Advisors, LP | History | Added to | 22,296 | 5,529 | 1.23% | 1.2% | 664 | +461 | 2.11% | Q1 2026 | Apr 21, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 22,257 | 5,519 | 1.29% | 1.31% | 665 | +154 | 0.7% | Q1 2026 | May 07, 2026 |
| Apella Capital, LLC | History | Added to | 19,988 | 5,512 | 0.08% | 0.09% | 666 | +1,652 | 9.01% | Q1 2026 | Apr 20, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 22,200 | 5,505 | 1.84% | 1.73% | 667 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 22,106 | 5,482 | 0.07% | 0.09% | 668 | -9,951 | -31.04% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | Added to | 22,093 | 5,479 | 0.63% | 0.61% | 669 | +381 | 1.75% | Q1 2026 | Apr 10, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | Reduced | 22,000 | 5,456 | 5.74% | 5.41% | 670 | -10,000 | -31.25% | Q1 2026 | May 05, 2026 |
| Genesis Financial Group, LLC | History | Added to | 21,989 | 5,453 | 3.45% | 2.51% | 671 | +4,430 | 25.23% | Q1 2026 | May 18, 2026 |
| Larson Financial Group LLC | History | Reduced | 31,399 | 5,451 | 0.17% | 0.21% | 672 | -3,378 | -9.71% | Q1 2026 | May 15, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 21,939 | 5,440 | 1.12% | 1.17% | 673 | -1,096 | -4.76% | Q1 2026 | Apr 15, 2026 |
| Aureus Asset Management, LLC | History | Added to | 21,901 | 5,431 | 0.36% | 0.3% | 674 | +2,549 | 13.17% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 21,836 | 5,415 | 0.35% | 0.35% | 675 | -180 | -0.82% | Q1 2026 | Apr 15, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Added to | 21,786 | 5,402 | 1.27% | 1.2% | 676 | +525 | 2.47% | Q1 2026 | Apr 16, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 21,773 | 5,399 | 0.24% | 0.24% | 677 | -254 | -1.15% | Q1 2026 | May 05, 2026 |
| Addenda Capital Inc. | History | Added to | 21,760 | 5,395 | 0.15% | 0.16% | 678 | +110 | 0.51% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 22,453 | 5,379 | 0.17% | 0.15% | 679 | +1,610 | 7.72% | Q1 2026 | May 11, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 20,564 | 5,374 | 4.99% | 4.99% | 680 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DAVENPORT & Co LLC | History | Added to | 21,611 | 5,359 | 0.03% | 0.02% | 681 | +3,098 | 16.73% | Q1 2026 | Apr 15, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 21,606 | 5,358 | 2.53% | 2.55% | 682 | -636 | -2.86% | Q1 2026 | Apr 13, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Reduced | 20,570 | 5,357 | 3.61% | 3.7% | 683 | -536 | -2.54% | Q1 2026 | Apr 10, 2026 |
| Triumph Capital Management | History | Added to | 21,579 | 5,351 | 1.09% | 1.07% | 684 | +1,521 | 7.58% | Q1 2026 | May 13, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 21,370 | 5,307 | 0.33% | 0.5% | 685 | -15,295 | -41.72% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 21,114 | 5,236 | 0.0% | 0.06% | 686 | -66,648 | -75.94% | Q1 2026 | May 04, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 21,017 | 5,212 | 0.6% | 0.38% | 687 | +7,717 | 58.02% | Q1 2026 | May 14, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Added to | 20,929 | 5,190 | 2.65% | 2.49% | 688 | +776 | 3.85% | Q1 2026 | Apr 22, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 20,921 | 5,188 | 0.99% | 0.38% | 689 | +12,317 | 143.15% | Q1 2026 | Apr 29, 2026 |
| One Capital Management, LLC | History | Added to | 20,834 | 5,166 | 0.14% | 0.13% | 690 | +3,640 | 21.17% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 20,813 | 5,161 | 0.18% | 0.16% | 691 | +929 | 4.67% | Q1 2026 | Apr 22, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 20,802 | 5,158 | 1.29% | 1.25% | 692 | +757 | 3.78% | Q1 2026 | May 11, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Reduced | 20,770 | 5,150 | 5.53% | 9.66% | 693 | -15,795 | -43.2% | Q1 2026 | Apr 20, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 20,750 | 5,146 | 0.28% | 0.27% | 694 | -22 | -0.11% | Q1 2026 | May 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 20,767 | 5,141 | 1.11% | 1.24% | 695 | -1,669 | -7.44% | Q1 2026 | Apr 27, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 20,716 | 5,137 | 3.58% | 3.44% | 696 | -298 | -1.42% | Q1 2026 | Apr 21, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 20,473 | 5,077 | 0.01% | 0.01% | 697 | +800 | 4.07% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Reduced | 20,471 | 5,076 | 0.1% | 0.09% | 698 | -238 | -1.15% | Q1 2026 | May 01, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 20,406 | 5,060 | 0.35% | 0.34% | 699 | -47 | -0.23% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 20,380 | 5,054 | 0.39% | 0.68% | 700 | -16,079 | -44.1% | Q1 2026 | Apr 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 20,369 | 5,051 | 0.23% | 0.24% | 701 | -919 | -4.32% | Q1 2026 | Apr 29, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 20,252 | 5,022 | 0.26% | 0.3% | 702 | -2,991 | -12.87% | Q1 2026 | May 15, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 20,246 | 5,020 | 4.25% | 4.25% | 703 | -256 | -1.25% | Q1 2026 | Apr 20, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 20,146 | 4,996 | 0.42% | 0.42% | 704 | -1,051 | -4.96% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 20,148 | 4,996 | 0.14% | 0.13% | 705 | +868 | 4.5% | Q1 2026 | May 04, 2026 |
| KCM Capital Inc | History | Added to | 20,100 | 4,984 | 0.8% | 0.48% | 706 | +9,800 | 95.15% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 20,082 | 4,980 | 0.04% | 0.05% | 707 | -9,079 | -31.13% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 19,992 | 4,958 | 0.12% | 0.13% | 708 | -169 | -0.84% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Added to | 19,934 | 4,943 | 0.32% | 0.35% | 709 | +1,582 | 8.62% | Q1 2026 | May 08, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 19,759 | 4,900 | 0.15% | 0.13% | 710 | +2,328 | 13.36% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 19,760 | 4,900 | 0.05% | 0.05% | 711 | -460 | -2.27% | Q1 2026 | May 08, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 19,755 | 4,899 | 0.01% | 0.0% | 712 | +13,160 | 199.55% | Q1 2026 | May 14, 2026 |
| Purpose Unlimited Inc. | History | Added to | 19,700 | 4,885 | 0.2% | 0.21% | 713 | +1,116 | 6.01% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 19,599 | 4,860 | 0.07% | 0.1% | 714 | -8,102 | -29.25% | Q1 2026 | Apr 09, 2026 |
| Addis & Hill, Inc | History | Added to | 19,434 | 4,819 | 2.93% | 2.85% | 715 | +348 | 1.82% | Q1 2026 | Apr 16, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 19,285 | 4,782 | 0.45% | 0.38% | 716 | +2,988 | 18.33% | Q1 2026 | Apr 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 19,212 | 4,764 | 0.68% | 0.69% | 717 | +56 | 0.29% | Q1 2026 | May 13, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 19,162 | 4,752 | 0.43% | 0.41% | 718 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 19,121 | 4,742 | 0.42% | 0.48% | 719 | -3,185 | -14.28% | Q1 2026 | Apr 30, 2026 |
| KLCM Advisors, Inc. | History | Added to | 19,081 | 4,732 | 0.4% | 0.4% | 720 | +287 | 1.53% | Q1 2026 | Apr 30, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 19,073 | 4,730 | 1.98% | — | 721 | +19,073 | New | Q1 2026 | Apr 29, 2026 |
| Fairway Wealth LLC | History | Added to | 19,058 | 4,726 | 1.25% | 1.2% | 722 | +962 | 5.32% | Q1 2026 | Apr 23, 2026 |
| Legacy Trust | History | Added to | 19,035 | 4,720 | 0.9% | 0.86% | 723 | +280 | 1.49% | Q1 2026 | Apr 14, 2026 |
| Lansing Street Advisors | History | Reduced | 18,993 | 4,710 | 1.19% | 1.2% | 724 | -100 | -0.52% | Q1 2026 | Apr 28, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 18,952 | 4,700 | 0.21% | 0.21% | 725 | +49 | 0.26% | Q1 2026 | Apr 09, 2026 |
| TFO Wealth Partners, LLC | History | No change | 18,818 | 4,666 | 0.63% | 0.69% | 726 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BSW Wealth Partners | History | Added to | 18,751 | 4,650 | 0.57% | 0.55% | 727 | +250 | 1.35% | Q1 2026 | Apr 14, 2026 |
| EFG International AG | History | Added to | 18,718 | 4,642 | 0.1% | 0.09% | 728 | +456 | 2.5% | Q1 2026 | May 15, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 18,680 | 4,632 | 2.22% | 2.13% | 729 | +845 | 4.74% | Q1 2026 | May 01, 2026 |
| EQUITABLE TRUST CO | History | Added to | 18,574 | 4,606 | 0.21% | 0.2% | 730 | +407 | 2.24% | Q1 2026 | Apr 30, 2026 |
| AlTi Global, Inc. | History | Added to | 18,484 | 4,597 | 0.1% | 0.09% | 731 | +1,808 | 10.84% | Q1 2026 | May 07, 2026 |
| EMC Capital Management | History | No change | 18,658 | 4,593 | 2.04% | 2.04% | 732 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| STEPH & CO | History | Reduced | 18,506 | 4,589 | 1.31% | 1.51% | 733 | -2,826 | -13.25% | Q1 2026 | Apr 17, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 18,497 | 4,587 | 1.09% | 1.13% | 734 | -1,495 | -7.48% | Q1 2026 | Apr 10, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 18,431 | 4,570 | 0.68% | 1.1% | 735 | -11,969 | -39.37% | Q1 2026 | Apr 23, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 18,346 | 4,549 | 0.02% | 0.02% | 736 | +2,000 | 12.24% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 18,203 | 4,537 | 0.01% | 0.03% | 737 | +1,413 | 8.42% | Q1 2026 | May 12, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 18,283 | 4,534 | 0.84% | 0.91% | 738 | +29 | 0.16% | Q1 2026 | Apr 13, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 18,220 | 4,518 | 0.32% | 0.3% | 739 | -80 | -0.44% | Q1 2026 | Apr 28, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 18,166 | 4,505 | 1.59% | 1.58% | 740 | +544 | 3.09% | Q1 2026 | Apr 08, 2026 |
| Cercano Management LLC | History | No change | 18,137 | 4,497 | 0.19% | 0.17% | 741 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 18,117 | 4,493 | 0.97% | 0.93% | 742 | +70 | 0.39% | Q1 2026 | Apr 13, 2026 |
| FULTON BANK, N.A. | History | Added to | 18,094 | 4,487 | 0.16% | 0.15% | 743 | +294 | 1.65% | Q1 2026 | Apr 24, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 17,964 | 4,455 | 1.23% | 1.37% | 744 | -1,498 | -7.7% | Q1 2026 | Apr 27, 2026 |
| Fire Capital Management LLC | History | Added to | 17,927 | 4,445 | 2.08% | 1.87% | 745 | +2,688 | 17.64% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 17,847 | 4,426 | 0.33% | 0.36% | 746 | -1,606 | -8.26% | Q1 2026 | Apr 14, 2026 |
| Abundance Wealth Counselors | History | Added to | 17,784 | 4,410 | 0.63% | 0.64% | 747 | +2,501 | 16.36% | Q1 2026 | Apr 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 17,561 | 4,322 | 0.28% | 0.28% | 748 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Operose Advisors LLC | History | Reduced | 17,375 | 4,309 | 1.0% | 1.0% | 749 | -21 | -0.12% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | Reduced | 17,311 | 4,293 | 0.62% | 0.61% | 750 | -110 | -0.63% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 17,261 | 4,280 | 0.38% | — | 751 | +17,261 | New | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 17,343 | 4,279 | 0.01% | 0.03% | 752 | -49,165 | -73.92% | Q1 2026 | May 01, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 17,244 | 4,276 | 3.26% | 3.04% | 753 | +820 | 4.99% | Q1 2026 | May 12, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 17,234 | 4,274 | 0.13% | 0.13% | 754 | -359 | -2.04% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 17,097 | 4,239 | 0.16% | 0.17% | 755 | -1,056 | -5.82% | Q1 2026 | May 12, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 17,066 | 4,232 | 0.07% | 0.07% | 756 | +322 | 1.92% | Q1 2026 | May 05, 2026 |
| Auour Investments LLC | History | Added to | 17,051 | 4,228 | 1.33% | 1.29% | 757 | +584 | 3.55% | Q1 2026 | Apr 20, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 16,973 | 4,209 | 1.41% | 1.17% | 758 | +535 | 3.25% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 16,969 | 4,208 | 0.15% | 0.13% | 759 | +5,497 | 47.92% | Q1 2026 | May 19, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 16,877 | 4,189 | 0.15% | 0.38% | 760 | +7,367 | 77.47% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 17,012 | 4,187 | 0.38% | 0.38% | 761 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 16,749 | 4,179 | 0.29% | 0.19% | 762 | +5,647 | 50.86% | Q1 2026 | May 01, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 15,151 | 4,174 | 0.99% | 1.02% | 763 | -270 | -1.75% | Q1 2026 | Apr 24, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 16,711 | 4,144 | 1.97% | 2.96% | 764 | -16,779 | -50.1% | Q1 2026 | Apr 27, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 16,658 | 4,131 | 3.93% | 3.39% | 765 | +1,084 | 6.96% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 16,646 | 4,128 | 0.43% | 0.5% | 766 | -2,983 | -15.2% | Q1 2026 | May 11, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 16,624 | 4,122 | 0.25% | 0.22% | 767 | +1,495 | 9.88% | Q1 2026 | May 01, 2026 |
| Continuum Advisory, LLC | History | Added to | 16,618 | 4,121 | 0.4% | 0.4% | 768 | +313 | 1.92% | Q1 2026 | Apr 22, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 16,609 | 4,119 | 0.94% | 0.94% | 769 | +1,409 | 9.27% | Q1 2026 | Apr 08, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 16,543 | 4,102 | 0.91% | 1.01% | 770 | -1,137 | -6.43% | Q1 2026 | Apr 22, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 16,499 | 4,091 | 3.1% | 3.32% | 771 | -280 | -1.67% | Q1 2026 | Apr 06, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 16,460 | 4,083 | 2.11% | 2.16% | 772 | +550 | 3.46% | Q1 2026 | Apr 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 16,447 | 4,078 | 0.01% | 0.01% | 773 | +291 | 1.8% | Q1 2026 | May 06, 2026 |
| Peak Asset Management, LLC | History | Reduced | 16,429 | 4,074 | 0.72% | 0.7% | 774 | -263 | -1.58% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 16,421 | 4,072 | 0.17% | 0.15% | 775 | +227 | 1.4% | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | Reduced | 16,382 | 4,062 | 0.27% | 0.37% | 776 | -7,329 | -30.91% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 16,321 | 4,049 | 0.0% | 0.0% | 777 | -6,076 | -27.13% | Q1 2026 | May 15, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 16,300 | 4,042 | 2.36% | 2.5% | 778 | -314 | -1.89% | Q1 2026 | Apr 23, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 16,253 | 4,030 | 3.5% | 3.24% | 779 | +997 | 6.54% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 16,229 | 4,024 | 0.0% | — | 780 | +16,229 | New | Q1 2026 | May 14, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 16,217 | 4,021 | 1.31% | 1.03% | 781 | +3,381 | 26.34% | Q1 2026 | Apr 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 16,215 | 4,021 | 0.49% | 0.46% | 782 | +859 | 5.59% | Q1 2026 | Apr 23, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 16,157 | 4,006 | 0.17% | 0.21% | 783 | -3,045 | -15.86% | Q1 2026 | Apr 30, 2026 |
| Wedmont Private Capital | History | Added to | 15,324 | 3,991 | 0.13% | 0.11% | 785 | +2,428 | 18.83% | Q1 2026 | Apr 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 16,097 | 3,991 | 0.24% | 0.23% | 784 | +311 | 1.97% | Q1 2026 | May 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 16,050 | 3,980 | 1.22% | 1.19% | 786 | +1,682 | 11.71% | Q1 2026 | May 05, 2026 |
| American Assets Investment Management, LLC | History | No change | 16,000 | 3,968 | 0.27% | 0.27% | 787 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 15,997 | 3,967 | 0.04% | 0.04% | 788 | +838 | 5.53% | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 15,954 | 3,956 | 0.03% | 0.03% | 789 | +210 | 1.33% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 15,925 | 3,949 | 0.01% | 0.04% | 790 | -21,369 | -57.3% | Q1 2026 | May 13, 2026 |
| AMES NATIONAL CORP | History | Reduced | 15,920 | 3,948 | 2.37% | 2.32% | 791 | -202 | -1.25% | Q1 2026 | May 12, 2026 |
| Firestone Capital Management | History | Added to | 15,915 | 3,946 | 0.82% | 0.82% | 792 | +126 | 0.8% | Q1 2026 | May 08, 2026 |
| Tandem Financial, LLC | History | Added to | 15,799 | 3,918 | 1.25% | 1.22% | 793 | +11,191 | 242.86% | Q1 2026 | May 08, 2026 |
| 1492 Capital Management LLC | History | New | 15,765 | 3,909 | 1.49% | — | 794 | +15,765 | New | Q1 2026 | Apr 22, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 15,642 | 3,879 | 6.22% | 2.46% | 795 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CSS LLC/IL | History | Reduced | 15,628 | 3,875 | 0.19% | 0.19% | 796 | -1,460 | -8.54% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Reduced | 15,613 | 3,872 | 0.16% | 0.21% | 797 | -9,431 | -37.66% | Q1 2026 | May 13, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 15,539 | 3,853 | 0.89% | 1.07% | 798 | -3,596 | -18.79% | Q1 2026 | Apr 17, 2026 |
| LSP Investment Advisors, LLC | History | No change | 15,500 | 3,844 | 2.79% | 2.03% | 799 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 15,491 | 3,841 | 0.01% | 0.02% | 800 | -26,146 | -62.8% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 15,455 | 3,832 | 0.41% | 0.34% | 801 | +2,257 | 17.1% | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 15,397 | 3,818 | 0.06% | 0.06% | 802 | -307 | -1.95% | Q1 2026 | May 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 15,368 | 3,811 | 0.5% | 0.53% | 803 | -47 | -0.3% | Q1 2026 | Apr 28, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 15,355 | 3,808 | 0.03% | 0.07% | 804 | -32,916 | -68.19% | Q1 2026 | Apr 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 15,197 | 3,768 | 0.27% | 0.29% | 805 | -1,432 | -8.61% | Q1 2026 | May 12, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 15,106 | 3,746 | 0.14% | 0.13% | 806 | +1,061 | 7.55% | Q1 2026 | Apr 16, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 13,528 | 3,740 | 0.71% | 0.69% | 807 | -110 | -0.81% | Q1 2026 | Apr 29, 2026 |
| Bison Wealth, LLC | History | Added to | 13,222 | 3,737 | 0.36% | 0.28% | 808 | +2,838 | 27.33% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 14,991 | 3,717 | 0.08% | 0.01% | 809 | +12,472 | 495.12% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 14,926 | 3,701 | 0.12% | 0.12% | 810 | +731 | 5.15% | Q1 2026 | Apr 22, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 14,917 | 3,699 | 0.01% | 0.04% | 811 | -28,494 | -65.64% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 14,830 | 3,677 | 0.0% | 0.0% | 812 | -9,317 | -38.58% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Added to | 14,743 | 3,656 | 0.18% | 0.12% | 813 | +4,347 | 41.81% | Q1 2026 | May 05, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 14,692 | 3,643 | 1.02% | 1.04% | 814 | +1,528 | 11.61% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 14,637 | 3,630 | 0.11% | 0.14% | 815 | -4,570 | -23.79% | Q1 2026 | May 13, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 14,622 | 3,626 | 0.56% | 0.55% | 816 | -551 | -3.63% | Q1 2026 | May 01, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 14,616 | 3,624 | 0.73% | 0.74% | 817 | -609 | -4.0% | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 14,615 | 3,624 | 0.07% | 0.06% | 818 | +368 | 2.58% | Q1 2026 | May 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 14,612 | 3,623 | 0.07% | 0.06% | 819 | +1,640 | 12.64% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 14,492 | 3,593 | 0.24% | 0.24% | 820 | -93 | -0.64% | Q1 2026 | May 06, 2026 |
| NDWM LLC | History | New | 14,480 | 3,591 | 2.33% | — | 821 | +14,480 | New | Q1 2026 | Apr 24, 2026 |
| Holistic Financial Partners | History | Reduced | 14,466 | 3,587 | 1.33% | 1.32% | 822 | -298 | -2.02% | Q1 2026 | May 05, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 14,401 | 3,571 | 0.71% | 0.73% | 823 | +40 | 0.28% | Q1 2026 | Apr 29, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 14,301 | 3,546 | 1.35% | 0.75% | 824 | -17,760 | -55.39% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 14,263 | 3,537 | 0.0% | 0.0% | 825 | -2,108 | -12.88% | Q1 2026 | May 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 14,256 | 3,535 | 0.39% | 0.4% | 826 | -317 | -2.18% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | Reduced | 14,224 | 3,527 | 0.51% | 0.73% | 827 | -7,597 | -34.82% | Q1 2026 | May 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 14,315 | 3,523 | 0.27% | 0.27% | 828 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 14,171 | 3,514 | 0.46% | 0.2% | 829 | +7,526 | 113.26% | Q1 2026 | May 08, 2026 |
| Capitol Family Office, Inc. | History | No change | 14,244 | 3,506 | 4.14% | 4.14% | 830 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 14,081 | 3,492 | 0.03% | 0.03% | 831 | -1,024 | -6.78% | Q1 2026 | Apr 27, 2026 |
| SouthState Bank Corp | History | Added to | 14,074 | 3,490 | 0.16% | 0.12% | 832 | +3,554 | 33.78% | Q1 2026 | May 05, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 14,075 | 3,490 | 0.16% | 0.14% | 833 | +25 | 0.18% | Q1 2026 | Apr 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 14,069 | 3,489 | 0.05% | 0.06% | 834 | -72 | -0.51% | Q1 2026 | May 11, 2026 |
| Ninety One SA (PTY) Ltd | History | New | 14,357 | 3,487 | 0.15% | — | 835 | +14,357 | New | Q1 2026 | Apr 24, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 14,053 | 3,485 | 0.38% | 0.66% | 836 | -10,041 | -41.67% | Q1 2026 | Apr 24, 2026 |
| DAVIDSON TRUST CO | History | No change | 13,964 | 3,463 | 1.49% | 1.43% | 837 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 13,874 | 3,440 | 1.02% | 0.79% | 839 | +3,191 | 29.87% | Q1 2026 | May 08, 2026 |
| Americana Partners, LLC | History | Added to | 13,873 | 3,440 | 0.09% | 0.09% | 838 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 13,800 | 3,422 | 0.7% | 0.69% | 840 | -342 | -2.42% | Q1 2026 | Apr 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 13,708 | 3,399 | 0.1% | 0.1% | 841 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 13,645 | 3,384 | 0.04% | 0.04% | 842 | +576 | 4.41% | Q1 2026 | May 15, 2026 |
| Corundum Group, Inc. | History | Added to | 13,630 | 3,380 | 1.13% | 0.89% | 843 | +2,809 | 25.96% | Q1 2026 | Apr 20, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 11,831 | 3,377 | 3.37% | 2.24% | 844 | -2,559 | -17.78% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,601 | 3,373 | 0.05% | 0.06% | 845 | -1,276 | -8.58% | Q1 2026 | Apr 22, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 13,593 | 3,371 | 2.56% | 2.45% | 846 | -19 | -0.14% | Q1 2026 | May 08, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 13,565 | 3,364 | 0.84% | 1.09% | 847 | -2,558 | -15.87% | Q1 2026 | Apr 29, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 13,514 | 3,351 | 0.1% | 0.12% | 848 | -3,171 | -19.01% | Q1 2026 | Apr 21, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 13,506 | 3,349 | 0.18% | 0.2% | 849 | -237 | -1.72% | Q1 2026 | May 14, 2026 |
| Covalent Partners LLC | History | Reduced | 13,500 | 3,348 | 19.07% | 49.49% | 850 | -32,000 | -70.33% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 12,486 | 3,348 | 0.23% | 0.24% | 851 | -1,279 | -9.29% | Q1 2026 | May 12, 2026 |
| REBALANCE, LLC | History | Reduced | 13,472 | 3,341 | 0.19% | 0.2% | 852 | -701 | -4.95% | Q1 2026 | May 11, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 13,454 | 3,336 | 0.25% | 0.2% | 853 | +2,299 | 20.61% | Q1 2026 | Apr 16, 2026 |
| Campion Asset Management | History | Reduced | 13,423 | 3,328 | 2.26% | 2.31% | 854 | -94 | -0.7% | Q1 2026 | May 14, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 13,406 | 3,324 | 0.43% | 0.36% | 855 | +2,185 | 19.47% | Q1 2026 | May 04, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 13,384 | 3,319 | 0.14% | 0.14% | 856 | +171 | 1.29% | Q1 2026 | May 11, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 13,344 | 3,309 | 1.43% | 1.4% | 857 | -227 | -1.67% | Q1 2026 | Apr 24, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 13,344 | 3,309 | 1.49% | 1.51% | 858 | -142 | -1.05% | Q1 2026 | Apr 24, 2026 |
| Bouchey Financial Group Ltd | History | No change | 12,623 | 3,306 | 0.24% | 0.23% | 859 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 13,311 | 3,301 | 0.42% | 0.51% | 860 | -3,745 | -21.96% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 13,304 | 3,299 | 0.17% | 0.16% | 861 | +1,029 | 8.38% | Q1 2026 | Apr 17, 2026 |
| Resolute Advisors LLC | History | Added to | 13,284 | 3,294 | 1.36% | 1.07% | 862 | +11 | 0.08% | Q1 2026 | May 07, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 13,238 | 3,283 | 0.35% | 0.36% | 863 | -93 | -0.7% | Q1 2026 | May 11, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 13,230 | 3,281 | 0.67% | 0.79% | 864 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 13,229 | 3,280 | 1.53% | 1.25% | 866 | +1,457 | 12.38% | Q1 2026 | Apr 17, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 13,227 | 3,280 | 0.08% | 0.08% | 865 | +8 | 0.06% | Q1 2026 | Apr 29, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 13,156 | 3,273 | 0.17% | 0.23% | 867 | -6,589 | -33.37% | Q1 2026 | May 12, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 13,157 | 3,262 | 0.41% | 0.4% | 868 | -251 | -1.87% | Q1 2026 | Apr 24, 2026 |
| PFG Investments, LLC | History | Added to | 13,131 | 3,256 | 0.15% | 0.13% | 869 | +2,040 | 18.39% | Q1 2026 | Apr 27, 2026 |
| Aspect Partners, LLC | History | Reduced | 13,061 | 3,239 | 1.32% | 3.74% | 870 | -21,678 | -62.4% | Q1 2026 | Apr 02, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 12,968 | 3,216 | 0.33% | 0.32% | 871 | +788 | 6.47% | Q1 2026 | May 06, 2026 |
| Intrua Financial, LLC | History | Added to | 12,946 | 3,210 | 0.33% | 0.13% | 872 | +8,070 | 165.5% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 12,889 | 3,196 | 0.19% | 0.21% | 873 | -988 | -7.12% | Q1 2026 | May 12, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 12,835 | 3,183 | 1.9% | 1.83% | 874 | -2,421 | -15.87% | Q1 2026 | Apr 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 12,805 | 3,176 | 0.02% | 0.02% | 875 | -182 | -1.4% | Q1 2026 | May 04, 2026 |
| HORAN Wealth, LLC | History | Added to | 12,820 | 3,160 | 0.3% | 0.24% | 876 | +6,410 | 100.0% | Q1 2026 | May 08, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Reduced | 12,722 | 3,155 | 1.83% | 1.79% | 877 | -25 | -0.2% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Reduced | 12,720 | 3,154 | 0.67% | 0.76% | 878 | -1,044 | -7.59% | Q1 2026 | May 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 12,603 | 3,125 | 0.01% | 0.03% | 879 | -46,697 | -78.75% | Q1 2026 | May 15, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 12,595 | 3,123 | 1.79% | 1.97% | 880 | -1,594 | -11.23% | Q1 2026 | Apr 22, 2026 |
| ASL Financial, LLC | History | Reduced | 12,588 | 3,121 | 2.49% | 2.56% | 881 | -653 | -4.93% | Q1 2026 | Apr 09, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 12,576 | 3,118 | 0.92% | 0.56% | 882 | +4,953 | 64.97% | Q1 2026 | Apr 02, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 12,547 | 3,111 | 0.02% | 0.07% | 883 | -23,797 | -65.48% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 12,506 | 3,101 | 1.12% | 1.17% | 884 | -1,650 | -11.66% | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 12,485 | 3,096 | 0.34% | 0.34% | 885 | -67 | -0.53% | Q1 2026 | May 12, 2026 |
| Independence Wealth Advisors, LLC | History | Reduced | 12,443 | 3,085 | 1.64% | 2.11% | 886 | -2,811 | -18.43% | Q1 2026 | Apr 20, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 12,437 | 3,084 | 0.48% | 0.5% | 887 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RMR Wealth Builders | History | Reduced | 12,422 | 3,080 | 0.24% | 0.58% | 888 | -17,045 | -57.84% | Q1 2026 | Apr 22, 2026 |
| Cannon Advisors, Inc. | History | Added to | 12,394 | 3,073 | 2.28% | 2.25% | 889 | +290 | 2.4% | Q1 2026 | Apr 24, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 12,380 | 3,070 | 0.04% | 0.05% | 890 | -785 | -5.96% | Q1 2026 | May 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 12,176 | 3,019 | 0.33% | 0.28% | 891 | +2,187 | 21.89% | Q1 2026 | Apr 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 12,169 | 3,017 | 1.62% | 1.64% | 892 | +136 | 1.13% | Q1 2026 | May 13, 2026 |
| St. Clair Advisors, LLC | History | Added to | 12,154 | 3,014 | 0.8% | 0.29% | 893 | +7,562 | 164.68% | Q1 2026 | Apr 23, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 12,106 | 3,002 | 1.69% | 3.0% | 894 | -9,872 | -44.92% | Q1 2026 | Apr 27, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 12,038 | 2,985 | 1.57% | 0.19% | 895 | +10,011 | 493.88% | Q1 2026 | May 14, 2026 |
| Pines Wealth Management, LLC | History | Added to | 12,016 | 2,979 | 0.96% | 0.95% | 896 | +49 | 0.41% | Q1 2026 | Apr 08, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 12,009 | 2,978 | 0.06% | 0.05% | 897 | +1,050 | 9.58% | Q1 2026 | May 12, 2026 |
| Wilmar Advisors LLC | History | Added to | 12,000 | 2,976 | 2.57% | 0.96% | 898 | +7,000 | 140.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,989 | 2,973 | 0.07% | 0.07% | 899 | -247 | -2.02% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 11,944 | 2,962 | 0.01% | 0.07% | 900 | -50,140 | -80.76% | Q1 2026 | May 15, 2026 |
| LGL PARTNERS, LLC | History | Added to | 11,936 | 2,960 | 1.22% | 1.25% | 901 | +20 | 0.17% | Q1 2026 | May 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 11,924 | 2,957 | 0.33% | 0.32% | 902 | -60 | -0.5% | Q1 2026 | May 04, 2026 |
| Harvest Investment Services, LLC | History | Added to | 11,912 | 2,954 | 0.54% | 0.41% | 903 | +3,050 | 34.42% | Q1 2026 | May 14, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 11,909 | 2,953 | 1.3% | 1.29% | 904 | -38 | -0.32% | Q1 2026 | Apr 29, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 11,853 | 2,939 | 0.36% | 0.35% | 905 | -235 | -1.94% | Q1 2026 | Apr 23, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 11,772 | 2,919 | 0.33% | 0.39% | 906 | -2,174 | -15.59% | Q1 2026 | May 15, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 11,712 | 2,904 | 0.87% | 1.44% | 907 | -4,323 | -26.96% | Q1 2026 | May 08, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 11,657 | 2,890 | 0.13% | 0.01% | 908 | +10,246 | 726.15% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 10,370 | 2,882 | 0.48% | 0.76% | 909 | -7,098 | -40.63% | Q1 2026 | May 08, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 11,603 | 2,877 | 2.43% | 2.29% | 910 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWC Advisors, LLC. | History | Added to | 11,599 | 2,876 | 1.37% | 0.97% | 911 | +3,462 | 42.55% | Q1 2026 | Apr 16, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Reduced | 12,000 | 2,875 | 0.12% | 0.25% | 912 | -5,960 | -33.18% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 11,568 | 2,868 | 0.72% | 0.61% | 913 | +2,045 | 21.47% | Q1 2026 | Apr 17, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 11,560 | 2,866 | 0.66% | 0.64% | 914 | -9 | -0.08% | Q1 2026 | Apr 23, 2026 |
| Saxony Capital Management, LLC | History | Added to | 11,547 | 2,863 | 1.66% | 0.5% | 915 | +8,239 | 249.06% | Q1 2026 | Apr 24, 2026 |
| Essex Financial Services, Inc. | History | Added to | 11,506 | 2,853 | 0.16% | 0.16% | 916 | +147 | 1.29% | Q1 2026 | Apr 24, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 11,485 | 2,848 | 1.5% | 1.51% | 917 | -2,163 | -15.85% | Q1 2026 | May 15, 2026 |
| 10Elms LLP | History | Added to | 11,442 | 2,837 | 1.79% | 2.35% | 918 | +1,038 | 9.98% | Q1 2026 | May 15, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 11,434 | 2,835 | 1.8% | 1.88% | 919 | -506 | -4.24% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,417 | 2,831 | 0.13% | 0.15% | 920 | -850 | -6.93% | Q1 2026 | Apr 28, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 11,365 | 2,818 | 0.3% | 0.31% | 921 | -27 | -0.24% | Q1 2026 | Apr 20, 2026 |
| REDW Wealth LLC | History | Reduced | 11,345 | 2,813 | 1.12% | 1.12% | 922 | -569 | -4.78% | Q1 2026 | May 07, 2026 |
| Chesapeake Wealth Management | History | Reduced | 11,313 | 2,805 | 0.86% | 0.88% | 923 | -657 | -5.49% | Q1 2026 | May 18, 2026 |
| Occam Crest Management LP | History | New | 800 | 2,792 | 1.69% | — | 924 | +800 | New | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Added to | 11,250 | 2,790 | 0.18% | 0.15% | 925 | +1,551 | 15.99% | Q1 2026 | May 13, 2026 |
| GK Wealth Management LLC | History | New | 11,629 | 2,786 | 2.42% | — | 927 | +11,629 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Reduced | 11,629 | 2,786 | 2.42% | 2.73% | 926 | -226 | -1.91% | Q1 2026 | Apr 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,215 | 2,781 | 0.12% | 0.11% | 928 | +1,215 | 12.15% | Q1 2026 | May 13, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 11,198 | 2,777 | 1.59% | 1.5% | 929 | +1,924 | 20.75% | Q1 2026 | May 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 11,183 | 2,773 | 0.47% | 0.45% | 930 | +507 | 4.75% | Q1 2026 | Apr 14, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 11,170 | 2,770 | 1.02% | 1.94% | 931 | -10,189 | -47.7% | Q1 2026 | May 08, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 11,144 | 2,764 | 0.04% | 0.09% | 932 | -11,563 | -50.92% | Q1 2026 | May 14, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 11,098 | 2,752 | 0.2% | 0.03% | 933 | +9,455 | 575.47% | Q1 2026 | May 07, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 11,087 | 2,749 | 1.37% | 1.51% | 934 | -625 | -5.34% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Reduced | 11,088 | 2,748 | 0.15% | 0.24% | 935 | -11,483 | -50.88% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 11,077 | 2,747 | 0.1% | 0.1% | 936 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 11,031 | 2,735 | 0.26% | 0.28% | 937 | -480 | -4.17% | Q1 2026 | Apr 20, 2026 |
| JHP Wealth Management, LLC | History | Added to | 11,004 | 2,729 | 2.61% | 2.62% | 938 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 10,995 | 2,727 | 0.6% | 0.62% | 939 | -493 | -4.29% | Q1 2026 | May 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 10,977 | 2,722 | 1.76% | 1.74% | 940 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 10,968 | 2,720 | 1.3% | 1.38% | 941 | -73 | -0.66% | Q1 2026 | Apr 09, 2026 |
| SK Wealth Management, LLC | History | Added to | 10,754 | 2,713 | 0.75% | 0.75% | 942 | +567 | 5.57% | Q1 2026 | May 06, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 10,913 | 2,706 | 1.13% | 1.11% | 943 | -263 | -2.35% | Q1 2026 | Apr 22, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 10,905 | 2,704 | 0.93% | 1.05% | 944 | -1,228 | -10.12% | Q1 2026 | Apr 29, 2026 |
| GEM Asset Management, LLC | History | Added to | 10,899 | 2,702 | 1.19% | 1.24% | 945 | +7 | 0.06% | Q1 2026 | Apr 10, 2026 |
| Starboard Value LP | History | Added to | 683,100 | 2,701 | 0.06% | 0.64% | 946 | +546,100 | 398.61% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 10,865 | 2,694 | 1.18% | 1.15% | 947 | +614 | 5.99% | Q1 2026 | Apr 27, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 10,861 | 2,693 | 1.2% | 0.79% | 948 | +19 | 0.18% | Q1 2026 | Apr 09, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 10,825 | 2,684 | 0.26% | 0.26% | 949 | +3 | 0.03% | Q1 2026 | Apr 09, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 10,785 | 2,674 | 0.34% | — | 951 | +10,785 | New | Q1 2026 | May 18, 2026 |
| Hirtle & Co., LLC | History | Added to | 10,783 | 2,674 | 0.09% | 0.08% | 950 | +1,488 | 16.01% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Added to | 10,767 | 2,670 | 0.45% | 0.11% | 952 | +7,966 | 284.4% | Q1 2026 | Apr 16, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 10,716 | 2,657 | 1.32% | 1.51% | 953 | -505 | -4.5% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 10,661 | 2,643 | 0.07% | 0.04% | 954 | +5,149 | 93.41% | Q1 2026 | Apr 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 10,630 | 2,636 | 0.05% | 0.05% | 955 | -82 | -0.77% | Q1 2026 | May 01, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 10,609 | 2,631 | 0.34% | 0.48% | 956 | -4,127 | -28.01% | Q1 2026 | May 04, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 10,589 | 2,626 | 0.07% | 0.08% | 957 | -607 | -5.42% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 9,235 | 2,624 | 0.05% | 0.05% | 958 | +794 | 9.41% | Q1 2026 | May 11, 2026 |
| Plan Group Financial, LLC | History | Added to | 10,542 | 2,614 | 0.61% | 0.49% | 959 | +2,796 | 36.1% | Q1 2026 | Apr 13, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 10,520 | 2,608 | 0.23% | 0.2% | 960 | +4,843 | 85.31% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,427 | 2,585 | 0.11% | 0.11% | 961 | +109 | 1.06% | Q1 2026 | May 08, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 10,399 | 2,578 | 0.71% | 0.7% | 962 | +170 | 1.66% | Q1 2026 | May 08, 2026 |
| HERBST GROUP, LLC | History | Added to | 10,374 | 2,572 | 1.59% | 0.14% | 963 | +9,374 | 937.4% | Q1 2026 | Apr 09, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 10,323 | 2,560 | 0.08% | 0.11% | 964 | -3,258 | -23.99% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Added to | 10,307 | 2,556 | 0.15% | 0.14% | 965 | +585 | 6.02% | Q1 2026 | May 04, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Reduced | 10,281 | 2,549 | 0.23% | 0.23% | 966 | -45 | -0.44% | Q1 2026 | Apr 22, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 10,273 | 2,547 | 0.8% | 0.75% | 967 | +297 | 2.98% | Q1 2026 | May 19, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 10,254 | 2,542 | 0.46% | 0.27% | 968 | -722 | -6.58% | Q1 2026 | Apr 21, 2026 |
| Keebeck Wealth Management | History | Reduced | 10,233 | 2,537 | 0.29% | 0.41% | 969 | -4,317 | -29.67% | Q1 2026 | May 14, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 10,203 | 2,530 | 2.02% | 2.02% | 970 | -100 | -0.97% | Q1 2026 | May 12, 2026 |
| FARMERS TRUST CO | History | Reduced | 10,159 | 2,519 | 0.4% | 0.41% | 971 | -117 | -1.14% | Q1 2026 | Apr 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 10,147 | 2,516 | 0.08% | 0.02% | 972 | +7,275 | 253.31% | Q1 2026 | May 06, 2026 |
| LM Advisors LLC | History | Reduced | 623 | 2,513 | 0.04% | 0.1% | 973 | -790 | -55.91% | Q1 2026 | May 13, 2026 |
| RKL Wealth Management LLC | History | Reduced | 10,133 | 2,512 | 0.23% | 0.22% | 974 | -604 | -5.63% | Q1 2026 | Apr 24, 2026 |
| Chris Bulman Inc | History | Reduced | 10,124 | 2,510 | 1.1% | 1.2% | 976 | -924 | -8.36% | Q1 2026 | Apr 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 10,121 | 2,510 | 0.13% | 0.13% | 975 | +314 | 3.2% | Q1 2026 | Apr 15, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | New | 10,116 | 2,508 | 1.23% | — | 977 | +10,116 | New | Q1 2026 | Apr 14, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 10,180 | 2,505 | 0.23% | 0.26% | 978 | -201 | -1.94% | Q1 2026 | Apr 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,072 | 2,497 | 0.07% | 0.07% | 979 | +1,808 | 21.88% | Q1 2026 | May 11, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 10,019 | 2,484 | 1.36% | 1.34% | 980 | -640 | -6.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Capital, Inc. | History | No change | 10,013 | 2,483 | 0.25% | 0.24% | 981 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | New | 10,000 | 2,480 | 0.38% | — | 983 | +10,000 | New | Q1 2026 | May 11, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 10,000 | 2,480 | 0.75% | 0.73% | 982 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SACHEM HILL LLC | History | Reduced | 9,982 | 2,475 | 0.48% | 0.48% | 984 | -113 | -1.12% | Q1 2026 | May 13, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 9,928 | 2,462 | 0.9% | 0.89% | 985 | -1,000 | -9.15% | Q1 2026 | May 15, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 9,926 | 2,461 | 0.66% | 0.69% | 986 | -50 | -0.5% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,994 | 2,460 | 0.08% | 0.08% | 987 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | History | Added to | 9,846 | 2,441 | 0.29% | 0.31% | 988 | +602 | 6.51% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 9,885 | 2,433 | 0.05% | 0.05% | 989 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 9,810 | 2,432 | 1.31% | 1.16% | 990 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 9,778 | 2,424 | 0.1% | 0.1% | 991 | -407 | -4.0% | Q1 2026 | May 12, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 9,765 | 2,421 | 0.31% | 0.29% | 992 | -324 | -3.21% | Q1 2026 | Apr 10, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 9,758 | 2,419 | 0.5% | 0.22% | 993 | +5,744 | 143.1% | Q1 2026 | May 14, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 9,749 | 2,417 | 0.51% | 0.51% | 994 | +16 | 0.16% | Q1 2026 | May 04, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 9,678 | 2,400 | 0.08% | 0.07% | 995 | +558 | 6.12% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 9,681 | 2,400 | 0.04% | 0.04% | 996 | -72 | -0.74% | Q1 2026 | May 04, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 9,676 | 2,399 | 0.12% | 0.08% | 997 | +2,654 | 37.8% | Q1 2026 | May 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 9,663 | 2,396 | 0.14% | 0.09% | 998 | +3,643 | 60.51% | Q1 2026 | May 11, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 9,655 | 2,394 | 1.12% | 1.07% | 999 | +222 | 2.35% | Q1 2026 | Apr 16, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 9,648 | 2,392 | 1.08% | 0.66% | 1000 | +3,593 | 59.34% | Q1 2026 | May 11, 2026 |
| Facet Wealth, Inc. | History | Added to | 9,638 | 2,390 | 0.04% | 0.04% | 1001 | +223 | 2.37% | Q1 2026 | May 07, 2026 |
| Athena Investment Management | History | No change | 9,629 | 2,388 | 1.24% | 1.21% | 1002 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 9,589 | 2,378 | 2.03% | 0.91% | 1003 | +5,732 | 148.61% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 9,565 | 2,372 | 0.45% | 0.6% | 1004 | -2,518 | -20.84% | Q1 2026 | May 14, 2026 |
| Miller Financial Services LLC | History | Reduced | 9,557 | 2,370 | 2.6% | 2.87% | 1005 | -394 | -3.96% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Added to | 9,650 | 2,368 | 0.07% | 0.05% | 1006 | +3,219 | 50.05% | Q1 2026 | Apr 09, 2026 |
| Keystone Financial Group | History | Added to | 9,535 | 2,364 | 0.16% | 0.01% | 1008 | +8,715 | 1062.8% | Q1 2026 | May 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 9,534 | 2,364 | 0.79% | 0.73% | 1007 | +488 | 5.39% | Q1 2026 | May 08, 2026 |
| VVR Holdings LLC | History | Added to | 9,527 | 2,362 | 1.22% | 1.14% | 1009 | +598 | 6.7% | Q1 2026 | Apr 16, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 9,518 | 2,360 | 0.03% | 0.04% | 1010 | -119 | -1.23% | Q1 2026 | Apr 10, 2026 |
| SPINNAKER TRUST | History | Reduced | 9,497 | 2,355 | 0.13% | 0.13% | 1011 | -505 | -5.05% | Q1 2026 | Apr 23, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 9,496 | 2,355 | 0.17% | 0.17% | 1012 | +172 | 1.84% | Q1 2026 | May 07, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 9,442 | 2,341 | 0.78% | 1.04% | 1013 | -2,151 | -18.55% | Q1 2026 | May 12, 2026 |
| Lexington Hill Partners, LLC | History | Reduced | 9,440 | 2,341 | 1.33% | 1.84% | 1014 | -482 | -4.86% | Q1 2026 | Apr 16, 2026 |
| American Wealth Advisors, LLC | History | Added to | 9,437 | 2,340 | 2.44% | 2.28% | 1015 | +17 | 0.18% | Q1 2026 | Apr 29, 2026 |
| Essex Bank | History | Added to | 9,425 | 2,337 | 0.52% | 0.49% | 1017 | +150 | 1.62% | Q1 2026 | Apr 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 9,426 | 2,337 | 0.02% | 0.02% | 1016 | -29 | -0.31% | Q1 2026 | May 14, 2026 |
| jvl associates llc | History | No change | 9,416 | 2,335 | 0.78% | 0.75% | 1018 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Advisor OS, LLC | History | Added to | 9,391 | 2,328 | 0.17% | 0.17% | 1019 | +608 | 6.92% | Q1 2026 | May 07, 2026 |
| Centennial Bank/AR/ | History | Reduced | 9,384 | 2,327 | 0.84% | 1.01% | 1020 | -939 | -9.1% | Q1 2026 | May 06, 2026 |
| Gridiron Partners, LLC | History | Reduced | 9,335 | 2,315 | 1.41% | 1.31% | 1021 | -11 | -0.12% | Q1 2026 | Apr 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 9,335 | 2,314 | 0.09% | 0.08% | 1022 | +101 | 1.09% | Q1 2026 | May 07, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 9,319 | 2,311 | 0.97% | 0.97% | 1023 | -160 | -1.69% | Q1 2026 | May 13, 2026 |
| Trust Point Inc. | History | Added to | 9,316 | 2,310 | 0.2% | 0.18% | 1024 | +140 | 1.53% | Q1 2026 | Apr 15, 2026 |
| Delta Investment Management, LLC | History | Reduced | 9,240 | 2,291 | 0.41% | 0.46% | 1025 | -1,492 | -13.9% | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 9,179 | 2,276 | 0.6% | 0.62% | 1026 | +296 | 3.33% | Q1 2026 | May 11, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 9,171 | 2,274 | 0.41% | 0.42% | 1027 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 9,150 | 2,269 | 0.05% | 0.04% | 1028 | -22 | -0.24% | Q1 2026 | May 15, 2026 |
| Mechanics Financial Corp | History | Reduced | 9,102 | 2,257 | 0.95% | 0.85% | 1029 | -221 | -2.37% | Q1 2026 | May 06, 2026 |
| HM PAYSON & CO | History | Added to | 9,095 | 2,255 | 0.03% | 0.03% | 1030 | +98 | 1.09% | Q1 2026 | Apr 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 9,091 | 2,254 | 0.41% | 0.35% | 1031 | +160 | 1.79% | Q1 2026 | Apr 29, 2026 |
| Legacy Bridge, LLC | History | Added to | 9,076 | 2,250 | 0.86% | 0.89% | 1032 | +162 | 1.82% | Q1 2026 | May 14, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 9,058 | 2,246 | 0.37% | 0.73% | 1033 | -13,340 | -59.56% | Q1 2026 | Apr 28, 2026 |
| Opus Capital Group, LLC | History | Reduced | 9,051 | 2,245 | 0.24% | 0.24% | 1034 | -80 | -0.88% | Q1 2026 | Apr 30, 2026 |
| Mathes Company, Inc. | History | No change | 9,030 | 2,239 | 0.82% | 0.79% | 1035 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RB Capital Management, LLC | History | Reduced | 8,917 | 2,236 | 0.47% | 0.44% | 1036 | -85 | -0.94% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 9,015 | 2,235 | 0.16% | 0.16% | 1037 | +11 | 0.12% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 9,010 | 2,234 | 0.13% | 0.12% | 1038 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INNEALTA CAPITAL, LLC | History | New | 9,002 | 2,232 | 1.39% | — | 1039 | +9,002 | New | Q1 2026 | May 04, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 8,999 | 2,231 | 0.31% | 0.3% | 1040 | -34 | -0.38% | Q1 2026 | May 15, 2026 |
| KKM Financial LLC | History | No change | 9,033 | 2,223 | 0.39% | 0.39% | 1041 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | Reduced | 8,948 | 2,219 | 0.25% | 0.25% | 1042 | -187 | -2.05% | Q1 2026 | Apr 08, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 8,948 | 2,219 | 0.65% | 0.64% | 1043 | +10 | 0.11% | Q1 2026 | May 01, 2026 |
| Westmount Partners, LLC | History | Added to | 94,382 | 2,215 | 0.55% | 0.49% | 1044 | +86,450 | 1089.89% | Q1 2026 | Apr 16, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 8,872 | 2,200 | 0.62% | 0.7% | 1045 | -914 | -9.34% | Q1 2026 | Apr 30, 2026 |
| MLP3, LLC | History | Added to | 8,798 | 2,182 | 2.41% | 2.36% | 1046 | +6 | 0.07% | Q1 2026 | Apr 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 8,773 | 2,175 | 1.04% | 1.04% | 1047 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 8,767 | 2,174 | 0.08% | 0.07% | 1048 | +1,147 | 15.05% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,760 | 2,172 | 0.03% | 0.03% | 1050 | +147 | 1.71% | Q1 2026 | May 01, 2026 |
| BAXTER BROS INC | History | No change | 8,759 | 2,172 | 0.27% | 0.25% | 1049 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 8,752 | 2,170 | 0.5% | 0.47% | 1051 | +331 | 3.93% | Q1 2026 | Apr 28, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 8,727 | 2,164 | 0.67% | 0.65% | 1052 | -195 | -2.19% | Q1 2026 | Apr 28, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 8,772 | 2,163 | 0.5% | 0.49% | 1053 | -31 | -0.35% | Q1 2026 | May 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 8,682 | 2,153 | 0.76% | 0.83% | 1054 | -568 | -6.14% | Q1 2026 | Apr 21, 2026 |
| GM Advisory Group, LLC | History | Added to | 8,672 | 2,150 | 0.08% | 0.08% | 1055 | +732 | 9.22% | Q1 2026 | Apr 28, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 8,656 | 2,146 | 0.47% | 0.47% | 1056 | +40 | 0.46% | Q1 2026 | May 11, 2026 |
| Paragon Capital Management LLC | History | Added to | 8,623 | 2,138 | 1.06% | 1.08% | 1057 | +3 | 0.03% | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 8,518 | 2,112 | 0.23% | 0.2% | 1058 | +994 | 13.21% | Q1 2026 | Apr 16, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 8,506 | 2,109 | 0.38% | 0.38% | 1059 | +46 | 0.54% | Q1 2026 | May 01, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 8,497 | 2,107 | 0.87% | 0.67% | 1060 | +1,763 | 26.18% | Q1 2026 | May 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 8,472 | 2,101 | 0.13% | 0.1% | 1061 | +2,296 | 37.18% | Q1 2026 | Apr 27, 2026 |
| Clarius Group, LLC | History | No change | 8,529 | 2,099 | 0.12% | 0.12% | 1062 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TICINO WEALTH | History | Reduced | 8,157 | 2,096 | 0.73% | 0.77% | 1063 | -276 | -3.27% | Q1 2026 | Apr 22, 2026 |
| DBK Financial Counsel, LLC | History | No change | 8,499 | 2,092 | 1.61% | 1.61% | 1064 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 8,430 | 2,090 | 0.64% | 0.59% | 1065 | +393 | 4.89% | Q1 2026 | Apr 13, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 8,425 | 2,089 | 0.61% | 0.64% | 1066 | -133 | -1.55% | Q1 2026 | Apr 22, 2026 |
| Pointe Capital Management LLC | History | Reduced | 8,418 | 2,087 | 1.03% | 1.03% | 1067 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 8,411 | 2,085 | 0.11% | 0.13% | 1068 | -1,336 | -13.71% | Q1 2026 | May 06, 2026 |
| Keel Point, LLC | History | No change | 8,465 | 2,083 | 0.13% | 0.13% | 1069 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | No change | 8,390 | 2,080 | 0.45% | 0.52% | 1070 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 8,368 | 2,075 | 0.17% | 0.06% | 1071 | +5,250 | 168.38% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,357 | 2,072 | 0.0% | 0.0% | 1072 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| United Advisor Group, LLC | History | Added to | 8,353 | 2,071 | 0.26% | 0.22% | 1073 | +1,067 | 14.64% | Q1 2026 | Apr 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 8,342 | 2,068 | 0.25% | 0.27% | 1075 | -947 | -10.19% | Q1 2026 | May 05, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 8,340 | 2,068 | 0.33% | 0.32% | 1074 | +125 | 1.52% | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 8,328 | 2,065 | 0.26% | 0.26% | 1076 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 8,314 | 2,061 | 0.3% | 0.3% | 1077 | +32 | 0.39% | Q1 2026 | Apr 21, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 8,308 | 2,060 | 0.6% | 0.57% | 1078 | -162 | -1.91% | Q1 2026 | May 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 8,293 | 2,056 | 0.34% | 0.33% | 1079 | -235 | -2.76% | Q1 2026 | Apr 16, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 8,291 | 2,056 | 0.75% | 0.71% | 1080 | +174 | 2.14% | Q1 2026 | May 07, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 8,281 | 2,053 | 0.76% | 0.68% | 1081 | +645 | 8.45% | Q1 2026 | Apr 30, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 8,200 | 2,033 | 0.25% | — | 1082 | +8,199 | 819900.0% | Q1 2026 | Apr 30, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 8,163 | 2,024 | 1.18% | 1.2% | 1083 | +4 | 0.05% | Q1 2026 | Apr 23, 2026 |
| Csenge Advisory Group | History | Reduced | 8,145 | 2,019 | 0.09% | 0.15% | 1084 | -5,028 | -38.17% | Q1 2026 | Apr 30, 2026 |
| WOODSTOCK CORP | History | Reduced | 8,120 | 2,013 | 0.18% | 0.24% | 1085 | -3,181 | -28.15% | Q1 2026 | Apr 08, 2026 |
| MidFirst Bank | History | Reduced | 8,116 | 2,012 | 0.17% | 0.25% | 1088 | -4,595 | -36.15% | Q1 2026 | May 15, 2026 |
| DAVIS R M INC | History | Added to | 8,115 | 2,012 | 0.04% | 0.03% | 1086 | +30 | 0.37% | Q1 2026 | May 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 8,116 | 2,012 | 0.25% | 0.28% | 1087 | -24 | -0.29% | Q1 2026 | Apr 16, 2026 |
| GenTrust, LLC | History | Reduced | 8,066 | 2,000 | 0.09% | 0.09% | 1089 | -582 | -6.73% | Q1 2026 | Apr 27, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 8,051 | 1,996 | 0.43% | 0.43% | 1090 | -16 | -0.2% | Q1 2026 | Apr 14, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 7,920 | 1,964 | 0.46% | 0.53% | 1091 | -1,167 | -12.84% | Q1 2026 | Apr 07, 2026 |
| SNS Financial Group, LLC | History | Reduced | 7,911 | 1,962 | 0.17% | 0.18% | 1092 | -380 | -4.58% | Q1 2026 | Apr 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,901 | 1,959 | 0.07% | 0.07% | 1093 | -795 | -9.14% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 7,878 | 1,953 | 0.03% | 0.04% | 1094 | -2,479 | -23.94% | Q1 2026 | May 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 7,861 | 1,949 | 0.02% | 0.02% | 1095 | +161 | 2.09% | Q1 2026 | Apr 13, 2026 |
| DAGCO, INC. | History | Reduced | 7,861 | 1,949 | 0.42% | 0.46% | 1096 | -150 | -1.87% | Q1 2026 | Apr 20, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 7,855 | 1,948 | 0.82% | 0.58% | 1097 | +1,531 | 24.21% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 7,851 | 1,947 | 0.08% | 0.09% | 1098 | -134 | -1.68% | Q1 2026 | May 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 7,843 | 1,944 | 0.28% | 0.28% | 1099 | -101 | -1.27% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 8,078 | 1,935 | 0.12% | 0.21% | 1100 | -10,460 | -56.42% | Q1 2026 | Apr 24, 2026 |
| SlateStone Wealth, LLC | History | Added to | 7,782 | 1,930 | 0.16% | 0.13% | 1102 | +1,515 | 24.17% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 7,785 | 1,930 | 0.12% | 0.12% | 1101 | +189 | 2.49% | Q1 2026 | Apr 23, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 6,914 | 1,916 | 0.4% | 0.39% | 1103 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| Ananym Capital Management, LP | History | New | 7,721 | 1,914 | 0.73% | — | 1104 | +7,721 | New | Q1 2026 | May 15, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 7,690 | 1,907 | 0.39% | 0.38% | 1105 | -50 | -0.65% | Q1 2026 | Apr 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 7,683 | 1,905 | 0.15% | 0.16% | 1106 | -407 | -5.03% | Q1 2026 | May 07, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 7,683 | 1,905 | 0.47% | 0.47% | 1107 | -22 | -0.29% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7,631 | 1,892 | 0.12% | 0.14% | 1108 | -1,189 | -13.48% | Q1 2026 | May 15, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 7,626 | 1,891 | 0.33% | — | 1109 | +7,626 | New | Q1 2026 | Apr 28, 2026 |
| Apriem Advisors | History | Reduced | 7,624 | 1,890 | 0.18% | 0.17% | 1110 | -55 | -0.72% | Q1 2026 | May 14, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 7,601 | 1,885 | 0.18% | 0.19% | 1111 | -245 | -3.12% | Q1 2026 | May 13, 2026 |
| Wealth Architects, LLC | History | Added to | 7,588 | 1,881 | 0.17% | 0.17% | 1112 | +77 | 1.03% | Q1 2026 | May 15, 2026 |
| FCA CORP /TX | History | Reduced | 7,584 | 1,880 | 0.53% | 0.54% | 1113 | -134 | -1.74% | Q1 2026 | May 14, 2026 |
| Sunflower Bank, N.A. | History | No change | 7,538 | 1,869 | 0.48% | 0.47% | 1114 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 7,537 | 1,869 | 1.48% | 1.52% | 1115 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IFG Advisors, LLC | History | Added to | 7,526 | 1,866 | 0.31% | 0.29% | 1116 | +324 | 4.5% | Q1 2026 | Apr 09, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 7,513 | 1,863 | 0.42% | 0.43% | 1117 | -186 | -2.42% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 7,505 | 1,861 | 0.15% | 0.14% | 1118 | +72 | 0.97% | Q1 2026 | Apr 23, 2026 |
| CIBC Asset Management Inc | History | New | 7,500 | 1,860 | 0.0% | — | 1119 | +7,500 | New | Q1 2026 | May 12, 2026 |
| Bensler, LLC | History | Reduced | 7,486 | 1,856 | 0.19% | 0.19% | 1120 | -425 | -5.37% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 6,757 | 1,854 | 0.12% | 0.6% | 1121 | -28,772 | -80.98% | Q1 2026 | Apr 22, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 7,456 | 1,849 | 0.3% | 0.85% | 1122 | -14,444 | -65.95% | Q1 2026 | Apr 28, 2026 |
| VISTA FINANCE, LLC | History | Added to | 7,429 | 1,842 | 1.46% | 1.07% | 1123 | +857 | 13.04% | Q1 2026 | May 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 7,401 | 1,835 | 0.05% | 0.05% | 1124 | -99 | -1.32% | Q1 2026 | Apr 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 7,398 | 1,834 | 0.02% | 0.02% | 1125 | +293 | 4.12% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 7,384 | 1,831 | 0.06% | 0.05% | 1126 | +1,389 | 23.17% | Q1 2026 | May 04, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 7,371 | 1,828 | 0.85% | 0.86% | 1127 | -699 | -8.66% | Q1 2026 | May 04, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 7,361 | 1,825 | 0.63% | 0.7% | 1128 | -914 | -11.05% | Q1 2026 | Apr 23, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 7,359 | 1,824 | 0.45% | 0.42% | 1129 | +11 | 0.15% | Q1 2026 | May 15, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 7,349 | 1,822 | 0.48% | 0.49% | 1130 | -18 | -0.24% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,346 | 1,821 | 0.1% | 0.1% | 1131 | +128 | 1.77% | Q1 2026 | May 07, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 7,259 | 1,800 | 0.79% | 0.79% | 1132 | -206 | -2.76% | Q1 2026 | Apr 28, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 7,244 | 1,796 | 0.75% | 2.64% | 1133 | -18,228 | -71.56% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 7,209 | 1,787 | 0.2% | 0.2% | 1134 | -299 | -3.98% | Q1 2026 | May 01, 2026 |
| State of Wyoming | History | Added to | 7,195 | 1,784 | 0.21% | 0.17% | 1135 | +995 | 16.05% | Q1 2026 | May 13, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 7,191 | 1,783 | 0.46% | 0.49% | 1136 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 7,180 | 1,780 | 0.43% | 0.39% | 1137 | +265 | 3.83% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 7,320 | 1,776 | 0.13% | 0.14% | 1138 | -165 | -2.2% | Q1 2026 | May 05, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Reduced | 7,139 | 1,770 | 0.25% | 0.47% | 1140 | -6,129 | -46.19% | Q1 2026 | Apr 21, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 7,139 | 1,770 | 0.25% | 0.24% | 1139 | -134 | -1.84% | Q1 2026 | May 04, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 7,449 | 1,765 | 0.02% | 0.02% | 1141 | -500 | -6.29% | Q1 2026 | Apr 22, 2026 |
| LVW Advisors, LLC | History | Added to | 7,081 | 1,756 | 0.17% | 0.17% | 1142 | +330 | 4.89% | Q1 2026 | Apr 20, 2026 |
| Fogel Capital Management, Inc. | History | Reduced | 7,083 | 1,756 | 0.8% | 0.82% | 1143 | -150 | -2.07% | Q1 2026 | May 13, 2026 |
| Legacy Advisors, LLC | History | Reduced | 7,066 | 1,752 | 0.21% | 0.2% | 1145 | -504 | -6.66% | Q1 2026 | May 05, 2026 |
| Orca Investment Management, LLC | History | Reduced | 7,068 | 1,752 | 1.49% | 1.37% | 1144 | -2 | -0.03% | Q1 2026 | Apr 23, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 12,000 | 1,736 | 0.28% | — | 1146 | +12,000 | New | Q1 2026 | Apr 09, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 6,994 | 1,734 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Maxele Advisors, LLC | History | No change | 7,027 | 1,729 | 1.4% | 1.4% | 1148 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 6,957 | 1,725 | 0.05% | 0.04% | 1149 | +1,400 | 25.19% | Q1 2026 | May 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 6,952 | 1,724 | 0.11% | 0.11% | 1150 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Camelot Portfolios, LLC | History | Added to | 6,930 | 1,718 | 1.27% | 1.01% | 1152 | +256 | 3.84% | Q1 2026 | May 08, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 6,928 | 1,718 | 0.09% | 0.08% | 1151 | -10 | -0.14% | Q1 2026 | May 07, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 6,927 | 1,717 | 0.17% | 0.17% | 1153 | +31 | 0.45% | Q1 2026 | Apr 30, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 6,908 | 1,713 | 0.06% | 0.06% | 1154 | +80 | 1.17% | Q1 2026 | Apr 21, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 6,900 | 1,711 | 0.1% | 0.1% | 1155 | -196 | -2.76% | Q1 2026 | Apr 20, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 6,894 | 1,709 | 0.23% | 0.23% | 1156 | -94 | -1.35% | Q1 2026 | Apr 07, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 6,890 | 1,708 | 0.05% | 0.05% | 1157 | -105 | -1.5% | Q1 2026 | May 04, 2026 |
| Bricktown Capital, LLC | History | No change | 6,891 | 1,708 | 0.34% | 0.29% | 1158 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Morangie Management LLC | History | No change | 6,867 | 1,703 | 1.57% | 1.35% | 1159 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IAM Advisory, LLC | History | Reduced | 6,863 | 1,702 | 0.38% | 0.38% | 1160 | -101 | -1.45% | Q1 2026 | Apr 10, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 6,844 | 1,697 | 1.62% | 1.69% | 1161 | -150 | -2.14% | Q1 2026 | Apr 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 7,039 | 1,686 | 0.0% | 0.0% | 1162 | +873 | 14.16% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 6,769 | 1,678 | 0.24% | 0.23% | 1163 | +987 | 17.07% | Q1 2026 | May 08, 2026 |
| Veracity Capital LLC | History | Reduced | 6,736 | 1,670 | 0.6% | 0.58% | 1164 | -1,210 | -15.23% | Q1 2026 | Apr 09, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 6,733 | 1,669 | 0.42% | 0.43% | 1165 | +2 | 0.03% | Q1 2026 | May 07, 2026 |
| Red Tortoise LLC | History | Reduced | 6,730 | 1,668 | 0.69% | 0.72% | 1166 | -146 | -2.12% | Q1 2026 | Apr 21, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 6,718 | 1,666 | 0.0% | 0.0% | 1167 | -3,107 | -31.62% | Q1 2026 | May 05, 2026 |
| Disciplined Investments, LLC | History | Added to | 6,665 | 1,653 | 0.59% | 0.63% | 1168 | +50 | 0.76% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 6,649 | 1,648 | 0.02% | 0.02% | 1169 | +385 | 6.15% | Q1 2026 | Apr 13, 2026 |
| Plum Street Advisors, LLC | History | Added to | 6,626 | 1,643 | 0.57% | 0.57% | 1170 | +88 | 1.35% | Q1 2026 | May 14, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 6,617 | 1,641 | 1.59% | 1.52% | 1171 | -238 | -3.47% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Reduced | 6,605 | 1,638 | 0.05% | 0.05% | 1172 | -571 | -7.96% | Q1 2026 | Apr 06, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 6,597 | 1,636 | 0.04% | 0.04% | 1173 | +113 | 1.74% | Q1 2026 | Apr 07, 2026 |
| Asset Advisory Group, Inc. | History | Reduced | 6,596 | 1,635 | 0.82% | 0.81% | 1174 | -2 | -0.03% | Q1 2026 | Apr 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 6,581 | 1,631 | 0.31% | 0.31% | 1175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LS Investment Advisors, LLC | History | Added to | 6,566 | 1,628 | 0.24% | 0.23% | 1176 | +1 | 0.02% | Q1 2026 | Apr 20, 2026 |
| Farmers National Bank | History | No change | 6,583 | 1,620 | 0.36% | 0.36% | 1177 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 6,532 | 1,619 | 0.35% | 0.34% | 1178 | -2 | -0.03% | Q1 2026 | May 13, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 6,527 | 1,618 | 0.65% | 0.65% | 1179 | -399 | -5.76% | Q1 2026 | May 13, 2026 |
| BankPlus Trust Department | History | No change | 6,511 | 1,614 | 0.43% | 0.42% | 1180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allen Investment Management, LLC | History | No change | 6,500 | 1,612 | 0.02% | 0.02% | 1181 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Reduced | 6,487 | 1,609 | 1.14% | 1.17% | 1182 | -467 | -6.72% | Q1 2026 | May 08, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 6,465 | 1,603 | 0.06% | 0.07% | 1183 | -717 | -9.98% | Q1 2026 | Apr 10, 2026 |
| 626 Financial, LLC | History | Reduced | 6,459 | 1,601 | 0.71% | 0.69% | 1184 | -73 | -1.12% | Q1 2026 | Apr 23, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 6,430 | 1,594 | 0.04% | 0.04% | 1185 | -175 | -2.65% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 6,428 | 1,594 | 0.09% | 0.09% | 1186 | +125 | 1.98% | Q1 2026 | May 06, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 6,427 | 1,593 | 0.12% | 0.21% | 1187 | -4,334 | -40.28% | Q1 2026 | May 06, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 6,422 | 1,592 | 1.2% | 1.2% | 1188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 7,399 | 1,590 | 0.0% | 0.0% | 1189 | -7,374 | -49.92% | Q1 2026 | Apr 30, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 6,400 | 1,587 | 0.7% | 1.07% | 1190 | -3,123 | -32.79% | Q1 2026 | Apr 08, 2026 |
| Rothschild Capital Partners, LLC | History | New | 6,388 | 1,584 | 0.39% | — | 1192 | +6,388 | New | Q1 2026 | May 15, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 6,388 | 1,584 | 1.01% | 1.0% | 1191 | -589 | -8.44% | Q1 2026 | May 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 6,343 | 1,572 | 0.12% | 0.11% | 1193 | +210 | 3.42% | Q1 2026 | Apr 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 6,314 | 1,565 | 0.15% | 0.14% | 1194 | +488 | 8.38% | Q1 2026 | Apr 30, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 6,302 | 1,562 | 0.09% | 0.1% | 1195 | -730 | -10.38% | Q1 2026 | May 14, 2026 |
| May Hill Capital, LLC | History | Reduced | 6,298 | 1,561 | 0.39% | 0.43% | 1196 | -213 | -3.27% | Q1 2026 | May 06, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 6,285 | 1,558 | 0.19% | 0.19% | 1197 | -44 | -0.7% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | Reduced | 6,257 | 1,552 | 0.24% | 0.23% | 1198 | -110 | -1.73% | Q1 2026 | Apr 27, 2026 |
| MBL Wealth, LLC | History | Reduced | 6,258 | 1,551 | 0.12% | 0.15% | 1199 | -1,096 | -14.9% | Q1 2026 | Apr 28, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 6,244 | 1,549 | 0.07% | 0.07% | 1200 | +30 | 0.48% | Q1 2026 | Apr 27, 2026 |
| Planned Solutions, Inc. | History | Added to | 6,243 | 1,548 | 0.51% | 0.49% | 1201 | +10 | 0.16% | Q1 2026 | Apr 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 6,233 | 1,545 | 0.09% | 5.01% | 1202 | -356,677 | -98.28% | Q1 2026 | Apr 30, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 6,214 | 1,541 | 0.1% | 0.1% | 1203 | -22 | -0.35% | Q1 2026 | May 13, 2026 |
| Cambridge Advisors Inc. | History | No change | 6,217 | 1,541 | 0.3% | 0.29% | 1204 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 6,190 | 1,535 | 0.29% | 0.33% | 1205 | -427 | -6.45% | Q1 2026 | Apr 20, 2026 |
| Hickory Point Bank & Trust | History | Added to | 6,186 | 1,534 | 1.01% | 1.03% | 1206 | +425 | 7.38% | Q1 2026 | Apr 03, 2026 |
| Fosun International Ltd | History | New | 6,183 | 1,533 | 0.38% | — | 1207 | +6,183 | New | Q1 2026 | May 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 6,167 | 1,529 | 0.38% | 0.4% | 1208 | -167 | -2.64% | Q1 2026 | Apr 09, 2026 |
| Lunt Capital Management, Inc. | History | No change | 6,152 | 1,525 | 0.59% | 0.57% | 1209 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Converium Capital Inc. | History | Reduced | 240,000 | 1,524 | 0.87% | 1.42% | 1210 | -245,000 | -50.52% | Q1 2026 | May 22, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 6,143 | 1,523 | 0.16% | 0.16% | 1211 | -285 | -4.43% | Q1 2026 | May 07, 2026 |
| Miller Investment Management, LP | History | No change | 6,138 | 1,522 | 0.15% | 0.15% | 1212 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 6,129 | 1,519 | 0.0% | 0.0% | 1213 | +1,673 | 37.54% | Q1 2026 | May 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,121 | 1,518 | 0.02% | 0.03% | 1214 | -4,070 | -39.94% | Q1 2026 | Apr 20, 2026 |
| Allie Family Office LLC | History | Reduced | 6,118 | 1,517 | 0.66% | 0.88% | 1215 | -1,538 | -20.09% | Q1 2026 | May 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 6,119 | 1,517 | 0.73% | 0.58% | 1216 | +1,064 | 21.05% | Q1 2026 | Apr 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 6,106 | 1,514 | 0.09% | 0.09% | 1217 | +443 | 7.82% | Q1 2026 | Apr 27, 2026 |
| IF Advisors, LLC | History | Added to | 6,101 | 1,513 | 1.07% | 1.22% | 1218 | +5 | 0.08% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 6,068 | 1,504 | 0.06% | 0.06% | 1219 | -14 | -0.23% | Q1 2026 | Apr 13, 2026 |
| Choate Investment Advisors | History | Reduced | 6,033 | 1,496 | 0.03% | 0.03% | 1220 | -804 | -11.76% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 6,025 | 1,494 | 0.03% | 0.03% | 1221 | -40 | -0.66% | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,012 | 1,490 | 0.17% | 0.2% | 1222 | -834 | -12.18% | Q1 2026 | Apr 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 5,998 | 1,487 | 0.4% | 0.45% | 1224 | -1,400 | -18.92% | Q1 2026 | Apr 28, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 5,998 | 1,487 | 0.16% | 0.17% | 1225 | -447 | -6.94% | Q1 2026 | Apr 23, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 5,996 | 1,487 | 0.0% | 0.0% | 1223 | +87 | 1.47% | Q1 2026 | May 15, 2026 |
| IPG Investment Advisors LLC | History | No change | 5,984 | 1,484 | 0.25% | 0.26% | 1226 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 5,976 | 1,482 | 0.06% | 0.06% | 1227 | -179 | -2.91% | Q1 2026 | May 07, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 5,944 | 1,474 | 0.08% | 0.1% | 1228 | -2,494 | -29.56% | Q1 2026 | Apr 13, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 5,937 | 1,472 | 0.63% | 0.59% | 1229 | +11 | 0.19% | Q1 2026 | May 14, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 5,929 | 1,470 | 0.76% | 0.71% | 1230 | +360 | 6.46% | Q1 2026 | May 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 5,916 | 1,467 | 0.17% | 0.17% | 1231 | -358 | -5.71% | Q1 2026 | May 11, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 5,872 | 1,456 | 0.12% | 0.12% | 1232 | +260 | 4.63% | Q1 2026 | May 05, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 5,868 | 1,455 | 0.08% | 0.07% | 1233 | -42 | -0.71% | Q1 2026 | Apr 27, 2026 |
| Madison Asset Management, LLC | History | Added to | 5,855 | 1,452 | 0.02% | 0.02% | 1234 | +169 | 2.97% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 5,845 | 1,449 | 0.23% | 0.21% | 1235 | -432 | -6.88% | Q1 2026 | May 15, 2026 |
| Ellenbecker Investment Group | History | Reduced | 5,823 | 1,444 | 0.19% | 0.21% | 1236 | -156 | -2.61% | Q1 2026 | Apr 23, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,809 | 1,440 | 0.08% | 0.08% | 1237 | +365 | 6.7% | Q1 2026 | May 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 5,800 | 1,438 | 0.49% | 0.5% | 1238 | +39 | 0.68% | Q1 2026 | Apr 17, 2026 |
| Rise Advisors, LLC | History | Added to | 5,753 | 1,435 | 0.51% | 0.5% | 1239 | +108 | 1.91% | Q1 2026 | Apr 03, 2026 |
| Objective Capital Management, LLC | History | No change | 5,742 | 1,424 | 1.44% | 1.44% | 1240 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 5,731 | 1,421 | 0.24% | 0.23% | 1242 | +279 | 5.12% | Q1 2026 | Apr 21, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 5,731 | 1,421 | 0.01% | 0.01% | 1241 | +18 | 0.32% | Q1 2026 | May 15, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 5,721 | 1,418 | 1.22% | — | 1243 | +5,721 | New | Q1 2026 | Apr 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 5,717 | 1,417 | 0.08% | 0.08% | 1244 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,700 | 1,413 | 0.0% | 0.0% | 1245 | -170 | -2.9% | Q1 2026 | May 13, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 5,683 | 1,409 | 0.51% | 0.53% | 1246 | -553 | -8.87% | Q1 2026 | May 11, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 5,681 | 1,408 | 0.02% | 0.02% | 1247 | +55 | 0.98% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 5,671 | 1,406 | 0.0% | 0.0% | 1248 | +1,393 | 32.56% | Q1 2026 | May 05, 2026 |
| Fiduciary Alliance LLC | History | Added to | 5,197 | 1,399 | 0.08% | 0.07% | 1249 | +683 | 15.13% | Q1 2026 | Apr 20, 2026 |
| Community Bank, N.A. | History | Reduced | 5,638 | 1,398 | 0.17% | 0.17% | 1250 | -168 | -2.89% | Q1 2026 | May 12, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 5,584 | 1,384 | 0.36% | 0.36% | 1252 | -80 | -1.41% | Q1 2026 | Apr 15, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 5,025 | 1,384 | 1.03% | 0.83% | 1251 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bare Financial Services, Inc | History | Reduced | 5,574 | 1,382 | 0.37% | 0.38% | 1253 | -3 | -0.05% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 5,566 | 1,380 | 0.02% | 0.02% | 1254 | +140 | 2.58% | Q1 2026 | May 01, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 5,565 | 1,380 | 0.11% | 0.11% | 1255 | +73 | 1.33% | Q1 2026 | May 01, 2026 |
| Nordwand Advisors, LLC | History | Added to | 5,556 | 1,377 | 0.24% | 0.23% | 1256 | +105 | 1.93% | Q1 2026 | May 07, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 5,552 | 1,376 | 0.93% | 0.89% | 1257 | +456 | 8.95% | Q1 2026 | Apr 20, 2026 |
| Well Done, LLC | History | Added to | 5,547 | 1,375 | 0.2% | 0.19% | 1258 | +300 | 5.72% | Q1 2026 | Apr 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 83,820 | 1,371 | 0.26% | 0.23% | 1259 | +38 | 0.05% | Q1 2026 | May 20, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 5,525 | 1,370 | 0.06% | 0.06% | 1260 | -67 | -1.2% | Q1 2026 | May 14, 2026 |
| Roan Capital Partners | History | New | 5,487 | 1,360 | 1.26% | — | 1261 | +5,487 | New | Q1 2026 | Apr 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,458 | 1,353 | 0.06% | 0.06% | 1262 | +735 | 15.56% | Q1 2026 | Apr 15, 2026 |
| LCW Services, LLC | History | Added to | 5,453 | 1,352 | 0.67% | 0.33% | 1263 | +2,941 | 117.08% | Q1 2026 | Apr 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 5,444 | 1,350 | 0.17% | 0.13% | 1264 | +1,266 | 30.3% | Q1 2026 | Apr 27, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 5,436 | 1,348 | 0.29% | 0.31% | 1265 | -103 | -1.86% | Q1 2026 | May 08, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 5,431 | 1,346 | 0.08% | 0.08% | 1266 | -253 | -4.45% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,415 | 1,342 | 0.03% | 0.92% | 1268 | -148,848 | -96.49% | Q1 2026 | May 15, 2026 |
| LCNB CORP | History | Added to | 5,414 | 1,342 | 0.45% | 0.42% | 1267 | +350 | 6.91% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 5,414 | 1,342 | 0.07% | 0.08% | 1269 | +19 | 0.35% | Q1 2026 | May 11, 2026 |
| Mittelman Wealth Management | History | Reduced | 5,401 | 1,339 | 0.83% | 1.85% | 1271 | -4,431 | -45.07% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 5,400 | 1,339 | 0.0% | 0.0% | 1270 | -100 | -1.82% | Q1 2026 | May 15, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 5,379 | 1,334 | 0.77% | 0.82% | 1272 | -382 | -6.63% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Reduced | 5,369 | 1,332 | 0.0% | 0.0% | 1273 | -591 | -9.92% | Q1 2026 | May 14, 2026 |
| BG Investment Services, LLC | History | Reduced | 5,371 | 1,332 | 1.11% | 1.29% | 1274 | -517 | -8.78% | Q1 2026 | May 08, 2026 |
| Argentarii, LLC | History | Added to | 5,374 | 1,332 | 0.47% | 0.43% | 1275 | +9 | 0.17% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,363 | 1,330 | 0.02% | 0.03% | 1276 | -652 | -10.84% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 5,392 | 1,327 | 0.06% | 0.06% | 1277 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Stephenson & Company, Inc. | History | Reduced | 5,348 | 1,326 | 0.72% | 0.73% | 1278 | -73 | -1.35% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | Added to | 5,326 | 1,321 | 0.1% | 0.09% | 1279 | +3,094 | 138.62% | Q1 2026 | Apr 28, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 5,318 | 1,318 | 0.44% | 0.49% | 1280 | -563 | -9.57% | Q1 2026 | May 08, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | New | 5,313 | 1,317 | 0.19% | — | 1283 | +5,313 | New | Q1 2026 | May 13, 2026 |
| Plancorp, LLC | History | Added to | 5,041 | 1,317 | 0.04% | 0.04% | 1281 | +193 | 3.98% | Q1 2026 | Apr 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 5,311 | 1,317 | 0.11% | 0.11% | 1282 | -145 | -2.66% | Q1 2026 | May 15, 2026 |
| Worth Asset Management, LLC | History | New | 5,275 | 1,308 | 0.49% | — | 1284 | +5,275 | New | Q1 2026 | Apr 17, 2026 |
| EQ LLC | History | Reduced | 5,251 | 1,302 | 0.37% | 0.37% | 1285 | -9 | -0.17% | Q1 2026 | May 06, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 5,281 | 1,299 | 0.14% | 0.14% | 1286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Petix & Botte Co | History | Reduced | 5,228 | 1,296 | 0.29% | 0.33% | 1287 | -692 | -11.69% | Q1 2026 | Apr 30, 2026 |
| Savior LLC | History | Added to | 5,217 | 1,293 | 4.61% | 4.41% | 1288 | +251 | 5.05% | Q1 2026 | Apr 21, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 5,211 | 1,292 | 0.89% | 1.5% | 1292 | -3,321 | -38.92% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,211 | 1,292 | 0.01% | 0.02% | 1290 | -2,253 | -30.18% | Q1 2026 | Apr 20, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 5,212 | 1,292 | 0.03% | 0.03% | 1289 | -928 | -15.11% | Q1 2026 | May 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 5,213 | 1,292 | 0.71% | 0.82% | 1291 | -123 | -2.31% | Q1 2026 | Apr 16, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 5,207 | 1,291 | 0.12% | 0.12% | 1293 | +3 | 0.06% | Q1 2026 | Apr 13, 2026 |
| Neumann Capital Management, LLC | History | No change | 5,208 | 1,291 | 0.38% | 0.37% | 1294 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 5,200 | 1,289 | 0.62% | 0.66% | 1296 | -61 | -1.16% | Q1 2026 | May 15, 2026 |
| Old North State Trust, LLC | History | Reduced | 5,198 | 1,289 | 0.77% | 0.76% | 1295 | -42 | -0.8% | Q1 2026 | May 13, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 5,192 | 1,287 | 1.04% | 0.99% | 1297 | +287 | 5.85% | Q1 2026 | May 15, 2026 |
| MWA Asset Management | History | Added to | 5,182 | 1,285 | 0.7% | 0.7% | 1298 | +81 | 1.59% | Q1 2026 | May 13, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 5,176 | 1,283 | 0.15% | 0.14% | 1300 | -127 | -2.39% | Q1 2026 | Apr 10, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 5,176 | 1,283 | 0.07% | 0.07% | 1299 | +73 | 1.43% | Q1 2026 | Apr 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 5,162 | 1,280 | 0.09% | 0.09% | 1301 | -355 | -6.43% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,149 | 1,276 | 0.04% | 0.04% | 1302 | +993 | 23.89% | Q1 2026 | May 15, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 5,145 | 1,275 | 0.09% | 0.09% | 1303 | -52 | -1.0% | Q1 2026 | May 14, 2026 |
| DSG Capital Advisors, LLC | History | No change | 5,099 | 1,264 | 0.2% | 0.21% | 1304 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Allegheny Financial Group | History | Added to | 5,079 | 1,259 | 0.17% | 0.14% | 1305 | +1,319 | 35.08% | Q1 2026 | Apr 16, 2026 |
| Weaver Consulting Group | History | Reduced | 5,064 | 1,255 | 0.3% | 0.31% | 1306 | -159 | -3.04% | Q1 2026 | May 15, 2026 |
| HCR Wealth Advisors | History | No change | 5,051 | 1,252 | 0.13% | 0.12% | 1307 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aurelius Family Office LLC | History | Reduced | 5,038 | 1,249 | 0.54% | 0.56% | 1309 | -94 | -1.83% | Q1 2026 | Apr 08, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 5,038 | 1,249 | 0.4% | 0.39% | 1308 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 5,022 | 1,246 | 0.46% | 0.47% | 1310 | -86 | -1.68% | Q1 2026 | Apr 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 4,932 | 1,244 | 0.08% | 0.07% | 1312 | +18 | 0.37% | Q1 2026 | Apr 07, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Reduced | 5,019 | 1,244 | 1.56% | 1.45% | 1311 | -5 | -0.1% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 5,014 | 1,243 | 0.03% | — | 1313 | +5,014 | New | Q1 2026 | Apr 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 5,010 | 1,242 | 0.07% | 0.13% | 1315 | -3,641 | -42.09% | Q1 2026 | Apr 23, 2026 |
| CENTRAL TRUST Co | History | Added to | 5,011 | 1,242 | 0.02% | 0.02% | 1314 | +1,575 | 45.84% | Q1 2026 | Apr 17, 2026 |
| Radnor Capital Management, LLC | History | Reduced | 5,008 | 1,241 | 0.18% | 0.41% | 1317 | -6,135 | -55.06% | Q1 2026 | Apr 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 5,008 | 1,241 | 0.09% | 0.09% | 1316 | +11 | 0.22% | Q1 2026 | Apr 20, 2026 |
| Corvex Management LP | History | New | 5,000 | 1,240 | 0.05% | — | 1320 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 5,000 | 1,240 | 0.05% | 0.04% | 1318 | +3,620 | 262.32% | Q1 2026 | May 15, 2026 |
| Galilei Investment Office LLP | History | No change | 5,000 | 1,240 | 0.64% | 0.58% | 1319 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Obermeyer Wealth Partners | History | No change | 4,992 | 1,238 | 0.06% | 0.06% | 1321 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 4,991 | 1,237 | 0.42% | 0.5% | 1322 | -914 | -15.48% | Q1 2026 | Apr 08, 2026 |
| Volterra Technologies LP | History | Reduced | 4,983 | 1,235 | 0.15% | 1.19% | 1324 | -42,917 | -89.6% | Q1 2026 | May 14, 2026 |
| INTRUST BANK NA | History | Reduced | 4,982 | 1,235 | 0.1% | 0.11% | 1323 | -304 | -5.75% | Q1 2026 | May 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 4,976 | 1,234 | 0.07% | 0.07% | 1325 | +3 | 0.06% | Q1 2026 | Apr 08, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 4,975 | 1,233 | 0.27% | — | 1326 | +4,975 | New | Q1 2026 | May 13, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 4,969 | 1,232 | 0.19% | 0.22% | 1327 | -1,521 | -23.44% | Q1 2026 | May 06, 2026 |
| CHARTIST INC /CA/ | History | Added to | 4,965 | 1,231 | 0.88% | 0.82% | 1328 | +75 | 1.53% | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 4,959 | 1,229 | 0.08% | 0.08% | 1329 | -4 | -0.08% | Q1 2026 | Apr 17, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 4,948 | 1,227 | 0.89% | 0.9% | 1331 | +7 | 0.14% | Q1 2026 | Apr 09, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 4,950 | 1,227 | 0.11% | 0.11% | 1330 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 4,938 | 1,224 | 0.1% | 0.13% | 1332 | -1,646 | -25.0% | Q1 2026 | May 15, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 4,930 | 1,222 | 0.1% | 0.16% | 1334 | -3,755 | -43.24% | Q1 2026 | Apr 27, 2026 |
| Cannell & Spears LLC | History | Reduced | 4,930 | 1,222 | 0.02% | 0.02% | 1333 | -330 | -6.27% | Q1 2026 | May 15, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 4,921 | 1,220 | 0.05% | 0.04% | 1335 | +144 | 3.01% | Q1 2026 | May 12, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 4,907 | 1,217 | 0.36% | 0.26% | 1337 | +1,529 | 45.26% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,911 | 1,217 | 0.02% | 0.01% | 1336 | +1,429 | 41.04% | Q1 2026 | Apr 17, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 4,390 | 1,216 | 0.41% | 0.39% | 1338 | -320 | -6.79% | Q1 2026 | Apr 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 4,890 | 1,212 | 0.02% | 0.02% | 1339 | +1,348 | 38.06% | Q1 2026 | Apr 27, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 4,884 | 1,211 | 0.95% | 0.91% | 1340 | +149 | 3.15% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5,043 | 1,208 | 0.04% | 0.05% | 1341 | -596 | -10.57% | Q1 2026 | May 15, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 4,827 | 1,197 | 0.17% | 0.17% | 1343 | -252 | -4.96% | Q1 2026 | May 07, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 4,829 | 1,197 | 0.14% | 0.13% | 1342 | -1 | -0.02% | Q1 2026 | May 08, 2026 |
| CVFG LLC | History | Added to | 4,821 | 1,195 | 0.15% | 0.76% | 1344 | +298 | 6.59% | Q1 2026 | Apr 29, 2026 |
| Realta Investment Advisors | History | Added to | 4,818 | 1,194 | 0.41% | 0.39% | 1345 | +22 | 0.46% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,814 | 1,193 | 0.06% | 0.04% | 1346 | +1,473 | 44.09% | Q1 2026 | Apr 24, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 4,798 | 1,189 | 0.64% | 0.63% | 1347 | +176 | 3.81% | Q1 2026 | May 14, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 4,790 | 1,187 | 0.43% | 0.42% | 1348 | +73 | 1.55% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,783 | 1,186 | 0.02% | 0.03% | 1349 | -1,214 | -20.24% | Q1 2026 | May 14, 2026 |
| PARTHENON LLC | History | Reduced | 4,761 | 1,180 | 0.13% | 0.13% | 1350 | -36 | -0.75% | Q1 2026 | Apr 28, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 4,759 | 1,180 | 0.42% | 0.42% | 1351 | +26 | 0.55% | Q1 2026 | May 06, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 4,725 | 1,171 | 0.36% | 0.07% | 1352 | +3,786 | 403.19% | Q1 2026 | May 12, 2026 |
| Permanent Capital Management, LP | History | Reduced | 4,202 | 1,168 | 0.18% | 0.25% | 1353 | -1,106 | -20.84% | Q1 2026 | May 14, 2026 |
| Addison Capital Co | History | Added to | 4,695 | 1,164 | 0.21% | 0.12% | 1354 | +2,814 | 149.6% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | No change | 4,696 | 1,164 | 0.26% | 0.28% | 1355 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 4,668 | 1,158 | 0.08% | 0.08% | 1356 | -300 | -6.04% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 4,669 | 1,157 | 0.15% | 0.17% | 1358 | -178 | -3.67% | Q1 2026 | May 11, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 4,667 | 1,157 | 0.39% | 0.39% | 1359 | -81 | -1.71% | Q1 2026 | May 13, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 4,667 | 1,157 | 0.58% | 0.59% | 1357 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AtlasMark Financial, Inc | History | No change | 4,700 | 1,156 | 0.75% | 0.75% | 1360 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 4,639 | 1,150 | 1.31% | 1.28% | 1361 | -132 | -2.77% | Q1 2026 | Apr 21, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 4,627 | 1,147 | 0.91% | 0.47% | 1362 | +2,143 | 86.27% | Q1 2026 | May 14, 2026 |
| Sepio Capital, LP | History | Reduced | 4,602 | 1,141 | 0.06% | 0.25% | 1363 | -13,852 | -75.06% | Q1 2026 | May 13, 2026 |
| Garde Capital, Inc. | History | Added to | 4,589 | 1,138 | 0.07% | 0.05% | 1364 | +882 | 23.79% | Q1 2026 | Apr 28, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 4,365 | 1,136 | 0.31% | 0.7% | 1365 | -5,587 | -56.14% | Q1 2026 | Apr 30, 2026 |
| Platform Technology Partners | History | Added to | 4,577 | 1,135 | 0.22% | 0.17% | 1366 | +1,282 | 38.91% | Q1 2026 | Apr 27, 2026 |
| Motiv8 Investments LLC | History | No change | 4,587 | 1,129 | 0.62% | 0.62% | 1367 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Next Capital Management LLC | History | Added to | 4,551 | 1,128 | 0.34% | 0.35% | 1368 | +110 | 2.48% | Q1 2026 | May 07, 2026 |
| Verum Partners LLC | History | Added to | 4,523 | 1,121 | 0.21% | 0.22% | 1369 | +172 | 3.95% | Q1 2026 | Apr 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 4,515 | 1,119 | 0.22% | 0.23% | 1370 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 4,510 | 1,118 | 0.27% | 0.29% | 1371 | -26 | -0.57% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 4,500 | 1,116 | 0.1% | 0.1% | 1372 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tranquility Partners, LLC | History | Added to | 4,500 | 1,115 | 0.42% | 0.37% | 1373 | +366 | 8.85% | Q1 2026 | Apr 20, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 4,495 | 1,114 | 0.66% | 0.69% | 1374 | +845 | 23.15% | Q1 2026 | Apr 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 4,483 | 1,111 | 0.12% | 0.13% | 1375 | -17 | -0.38% | Q1 2026 | Apr 14, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 4,478 | 1,110 | 0.08% | 0.09% | 1376 | -117 | -2.55% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 4,455 | 1,104 | 0.21% | 0.15% | 1377 | +389 | 9.57% | Q1 2026 | May 11, 2026 |
| Global Financial Private Client, LLC | History | No change | 4,444 | 1,102 | 0.36% | 0.38% | 1378 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4,438 | 1,100 | 0.07% | 0.05% | 1379 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parker Financial LLC | History | Reduced | 4,425 | 1,097 | 0.44% | 0.47% | 1380 | -257 | -5.49% | Q1 2026 | Apr 21, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 4,424 | 1,097 | 0.34% | 0.34% | 1381 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Nicholas Investment Partners, LP | History | Reduced | 4,415 | 1,094 | 0.08% | 0.09% | 1382 | -707 | -13.8% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,397 | 1,090 | 0.23% | 0.23% | 1383 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Brooklyn Investment Group | History | Added to | 4,395 | 1,089 | 0.03% | 0.01% | 1385 | +3,416 | 348.93% | Q1 2026 | Apr 29, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 4,395 | 1,089 | 0.13% | 0.13% | 1384 | +218 | 5.22% | Q1 2026 | May 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 4,389 | 1,088 | 0.43% | 0.41% | 1386 | -8 | -0.18% | Q1 2026 | Apr 07, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 4,382 | 1,086 | 0.03% | 0.04% | 1388 | -126 | -2.8% | Q1 2026 | May 15, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 4,383 | 1,086 | 0.31% | 0.3% | 1387 | -23 | -0.52% | Q1 2026 | May 11, 2026 |
| Calamos Wealth Management LLC | History | Added to | 4,362 | 1,081 | 0.04% | 0.04% | 1389 | +167 | 3.98% | Q1 2026 | May 04, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 4,346 | 1,077 | 0.28% | 0.29% | 1390 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 4,340 | 1,076 | 0.11% | 0.1% | 1391 | +410 | 10.43% | Q1 2026 | May 05, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 4,337 | 1,075 | 0.52% | 0.49% | 1392 | +130 | 3.09% | Q1 2026 | May 12, 2026 |
| Financial Perspectives, Inc | History | Added to | 4,329 | 1,073 | 0.3% | 0.28% | 1393 | +167 | 4.01% | Q1 2026 | May 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 4,323 | 1,072 | 0.01% | 0.01% | 1394 | -932 | -17.74% | Q1 2026 | Apr 27, 2026 |
| CacheTech Inc. | History | No change | 4,324 | 1,072 | 0.21% | 0.2% | 1395 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 4,320 | 1,071 | 0.45% | 0.45% | 1396 | +6 | 0.14% | Q1 2026 | Apr 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,311 | 1,069 | 0.02% | 0.01% | 1397 | +377 | 9.58% | Q1 2026 | Apr 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 4,309 | 1,068 | 0.24% | 0.24% | 1398 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Pachira Investments Inc. | History | Added to | 4,306 | 1,067 | 0.5% | 0.51% | 1399 | +14 | 0.33% | Q1 2026 | Apr 27, 2026 |
| Live Oak Private Wealth LLC | History | No change | 4,289 | 1,063 | 0.15% | 0.14% | 1400 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Key FInancial Inc | History | Reduced | 4,280 | 1,061 | 0.19% | 0.19% | 1401 | -9 | -0.21% | Q1 2026 | Apr 24, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 4,261 | 1,056 | 0.09% | 0.1% | 1403 | +64 | 1.52% | Q1 2026 | Apr 07, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 4,259 | 1,056 | 0.5% | 0.45% | 1402 | -25 | -0.58% | Q1 2026 | May 14, 2026 |
| Atlas Brown,Inc. | History | Added to | 4,246 | 1,053 | 0.32% | 0.31% | 1404 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 4,233 | 1,049 | 0.69% | 0.86% | 1405 | -318 | -6.99% | Q1 2026 | Apr 28, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 4,230 | 1,048 | 0.18% | 0.18% | 1406 | -195 | -4.41% | Q1 2026 | May 13, 2026 |
| Mattern Wealth Management LLC | History | No change | 4,220 | 1,046 | 0.2% | 0.2% | 1407 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 4,216 | 1,045 | 0.5% | 0.49% | 1408 | -355 | -7.77% | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 4,213 | 1,044 | 0.07% | 0.1% | 1409 | -2,507 | -37.31% | Q1 2026 | May 21, 2026 |
| Lutz Financial Services LLC | History | No change | 4,200 | 1,041 | 0.07% | 0.07% | 1410 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Chicago Capital, LLC | History | Reduced | 4,197 | 1,040 | 0.03% | 0.03% | 1412 | -17 | -0.4% | Q1 2026 | Apr 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 4,197 | 1,040 | 0.1% | 0.1% | 1411 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 4,177 | 1,035 | 0.06% | 0.08% | 1414 | -1,482 | -26.19% | Q1 2026 | Apr 09, 2026 |
| General Partner, Inc. | History | No change | 4,176 | 1,035 | 0.63% | 0.58% | 1413 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 4,125 | 1,023 | 0.08% | 0.08% | 1416 | -99 | -2.34% | Q1 2026 | Apr 22, 2026 |
| Elgethun Capital Management | History | No change | 4,129 | 1,023 | 0.17% | 0.18% | 1415 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 4,127 | 1,023 | 0.29% | 0.29% | 1417 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 4,125 | 1,022 | 0.03% | 0.37% | 1418 | -47,279 | -91.98% | Q1 2026 | May 15, 2026 |
| Seneca House Advisors | History | Added to | 4,124 | 1,022 | 0.41% | 0.28% | 1419 | +1,130 | 37.74% | Q1 2026 | May 01, 2026 |
| STAR Financial Bank | History | Reduced | 4,088 | 1,013 | 0.48% | 0.57% | 1420 | -453 | -9.98% | Q1 2026 | May 08, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 4,071 | 1,009 | 0.16% | 0.15% | 1422 | +159 | 4.06% | Q1 2026 | May 06, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 4,071 | 1,009 | 0.14% | 0.14% | 1421 | -41 | -1.0% | Q1 2026 | May 14, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 3,995 | 1,008 | 0.59% | 0.24% | 1423 | +2,356 | 143.75% | Q1 2026 | Apr 08, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 4,063 | 1,007 | 0.04% | 0.05% | 1424 | -712 | -14.91% | Q1 2026 | Apr 29, 2026 |
| JSF Financial, LLC | History | Reduced | 4,063 | 1,007 | 0.2% | 0.21% | 1425 | -48 | -1.17% | Q1 2026 | May 07, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 4,058 | 1,006 | 0.02% | 0.01% | 1427 | +126 | 3.2% | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 4,058 | 1,006 | 0.2% | 0.19% | 1426 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Orin Green Financial, LLC | History | Added to | 4,049 | 1,004 | 0.41% | 0.4% | 1428 | +19 | 0.47% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,045 | 1,003 | 0.06% | 0.15% | 1430 | -5,824 | -59.01% | Q1 2026 | Apr 29, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 4,046 | 1,003 | 0.12% | 0.13% | 1429 | -11 | -0.27% | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Added to | 4,018 | 996 | 0.05% | 0.05% | 1431 | +194 | 5.07% | Q1 2026 | Apr 06, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 4,015 | 995 | 0.09% | 0.1% | 1432 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Elm Partners Management LLC | History | Added to | 4,150 | 994 | 0.04% | 0.03% | 1433 | +1,378 | 49.71% | Q1 2026 | May 13, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 4,008 | 993 | 0.15% | 0.16% | 1434 | -450 | -10.09% | Q1 2026 | May 11, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 4,000 | 992 | 0.34% | 0.35% | 1435 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roundview Capital LLC | History | Added to | 3,995 | 990 | 0.06% | 0.05% | 1436 | +764 | 23.65% | Q1 2026 | May 08, 2026 |
| Presidio Capital Management, LLC | History | Added to | 3,987 | 988 | 0.29% | 0.29% | 1438 | +102 | 2.63% | Q1 2026 | Apr 08, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 3,984 | 988 | 0.56% | 0.56% | 1437 | -13 | -0.33% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 3,983 | 987 | 0.29% | 0.3% | 1439 | -138 | -3.35% | Q1 2026 | Apr 22, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 3,981 | 987 | 0.74% | 0.56% | 1440 | -78 | -1.92% | Q1 2026 | Apr 14, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 3,978 | 986 | 0.14% | 0.13% | 1441 | +300 | 8.16% | Q1 2026 | Apr 17, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 3,976 | 985 | 0.42% | 0.41% | 1442 | +6 | 0.15% | Q1 2026 | Apr 15, 2026 |
| Yost Capital Management, LP | History | No change | 4,000 | 984 | 1.43% | 1.43% | 1443 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,960 | 982 | 0.08% | 0.06% | 1444 | -208 | -4.99% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 3,933 | 975 | 0.67% | 0.61% | 1445 | +33 | 0.85% | Q1 2026 | May 07, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 3,961 | 974 | 0.58% | 0.58% | 1446 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 3,926 | 973 | 0.08% | 0.08% | 1449 | -333 | -7.82% | Q1 2026 | Apr 24, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 3,925 | 973 | 0.17% | 0.16% | 1447 | -16 | -0.41% | Q1 2026 | Apr 22, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 3,955 | 973 | 0.19% | 0.19% | 1448 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Providence First Trust Co | History | Reduced | 3,922 | 972 | 0.34% | 0.51% | 1450 | -2,121 | -35.1% | Q1 2026 | May 04, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 3,909 | 969 | 0.34% | 0.37% | 1451 | -315 | -7.46% | Q1 2026 | Apr 20, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 3,889 | 964 | 0.64% | 0.65% | 1452 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 3,862 | 958 | 0.37% | 0.37% | 1453 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 3,855 | 956 | 0.68% | 0.69% | 1454 | -359 | -8.52% | Q1 2026 | Apr 24, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 3,852 | 955 | 0.35% | 0.33% | 1455 | +72 | 1.9% | Q1 2026 | May 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,845 | 953 | 0.06% | 0.07% | 1458 | -988 | -20.44% | Q1 2026 | Apr 29, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 3,843 | 953 | 0.25% | 0.26% | 1457 | -35 | -0.9% | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Advisors | History | No change | 3,846 | 953 | 0.07% | 0.07% | 1456 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Edge Financial Advisors LLC | History | No change | 3,875 | 953 | 0.4% | 0.4% | 1459 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FDx Advisors, Inc. | History | Reduced | 3,839 | 952 | 0.3% | 0.5% | 1460 | -128 | -3.23% | Q1 2026 | May 01, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 3,832 | 950 | 0.05% | 0.19% | 1461 | -10,837 | -73.88% | Q1 2026 | May 04, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 3,834 | 950 | 0.65% | 0.66% | 1462 | -173 | -4.32% | Q1 2026 | May 04, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 3,833 | 950 | 0.39% | 0.39% | 1463 | -150 | -3.77% | Q1 2026 | Apr 24, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 3,824 | 948 | 0.24% | 0.23% | 1464 | +29 | 0.76% | Q1 2026 | Apr 17, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 3,816 | 946 | 0.14% | 0.15% | 1465 | -200 | -4.98% | Q1 2026 | Apr 14, 2026 |
| LIBRA WEALTH LLC | History | No change | 3,775 | 936 | 0.26% | 0.26% | 1466 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 3,770 | 934 | 0.12% | 0.12% | 1467 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 3,761 | 932 | 0.74% | 0.64% | 1468 | +112 | 3.07% | Q1 2026 | Apr 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 3,730 | 925 | 0.05% | 0.05% | 1469 | +73 | 2.0% | Q1 2026 | Apr 16, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 3,723 | 923 | 0.33% | 0.3% | 1470 | +190 | 5.38% | Q1 2026 | May 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 3,713 | 920 | 0.1% | 0.1% | 1471 | -95 | -2.49% | Q1 2026 | Apr 22, 2026 |
| Elite Financial, Inc. | History | No change | 3,707 | 919 | 0.41% | 0.41% | 1472 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 3,703 | 918 | 0.06% | 0.05% | 1473 | -190 | -4.88% | Q1 2026 | May 11, 2026 |
| Navigation Group, LLC | History | New | 3,701 | 917 | 0.21% | — | 1476 | +3,701 | New | Q1 2026 | May 05, 2026 |
| Oak Thistle LLC | History | New | 3,700 | 917 | 0.09% | — | 1475 | +3,700 | New | Q1 2026 | Apr 10, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 3,699 | 917 | 0.19% | 0.28% | 1474 | -40 | -1.07% | Q1 2026 | Apr 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 3,688 | 914 | 0.02% | 0.02% | 1477 | +56 | 1.54% | Q1 2026 | May 07, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 3,683 | 913 | 0.82% | 0.36% | 1478 | +1,970 | 115.0% | Q1 2026 | Apr 16, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 3,675 | 911 | 0.26% | 0.26% | 1479 | -268 | -6.8% | Q1 2026 | Apr 16, 2026 |
| HFG Advisors, Inc. | History | Reduced | 3,668 | 909 | 0.64% | 0.71% | 1480 | -341 | -8.51% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,651 | 905 | 0.04% | — | 1481 | +3,651 | New | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,646 | 904 | 0.0% | — | 1482 | +3,646 | New | Q1 2026 | May 08, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,642 | 903 | 0.1% | 0.1% | 1483 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 39,429 | 902 | 0.34% | 0.4% | 1484 | +11,993 | 43.71% | Q1 2026 | May 14, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 3,623 | 898 | 0.42% | 0.4% | 1485 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Reduced | 3,618 | 897 | 0.04% | 0.04% | 1486 | -229 | -5.95% | Q1 2026 | May 08, 2026 |
| L & S Advisors Inc | History | Reduced | 3,613 | 895 | 0.11% | 0.1% | 1487 | -880 | -19.59% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 3,609 | 894 | 0.1% | 0.08% | 1488 | +960 | 36.24% | Q1 2026 | May 11, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 3,595 | 891 | 0.53% | 0.52% | 1489 | +25 | 0.7% | Q1 2026 | Apr 15, 2026 |
| Navalign, LLC | History | Added to | 3,590 | 890 | 0.22% | 0.22% | 1490 | +5 | 0.14% | Q1 2026 | Apr 29, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 3,581 | 887 | 0.41% | 0.45% | 1492 | +6 | 0.17% | Q1 2026 | Apr 16, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 3,398 | 887 | 0.01% | 0.01% | 1491 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Breakwater Capital Group | History | Added to | 3,559 | 882 | 0.12% | 0.12% | 1493 | +36 | 1.02% | Q1 2026 | Apr 20, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 3,556 | 881 | 0.72% | 0.7% | 1494 | -13 | -0.36% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Reduced | 3,550 | 880 | 0.01% | 0.07% | 1495 | -22,633 | -86.44% | Q1 2026 | May 05, 2026 |
| Bill Few Associates, Inc. | History | No change | 3,549 | 880 | 0.21% | 0.21% | 1496 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,545 | 879 | 0.02% | 0.03% | 1497 | -431 | -10.84% | Q1 2026 | Apr 27, 2026 |
| Autumn Glory Partners, LLC | History | No change | 3,545 | 879 | 0.32% | 0.31% | 1498 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Evensky & Katz LLC | History | Reduced | 3,529 | 875 | 0.05% | 0.05% | 1499 | -144 | -3.92% | Q1 2026 | Apr 22, 2026 |
| American Financial Advisors, LLC | History | Reduced | 3,520 | 873 | 0.12% | 0.11% | 1501 | -82 | -2.28% | Q1 2026 | May 13, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 3,522 | 873 | 0.04% | 0.04% | 1500 | -61 | -1.7% | Q1 2026 | May 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 3,519 | 872 | 0.03% | 0.03% | 1502 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | New | 3,510 | 870 | 0.22% | — | 1503 | +3,510 | New | Q1 2026 | Apr 16, 2026 |
| First Bank & Trust | History | Reduced | 3,505 | 869 | 0.14% | 0.14% | 1504 | -45 | -1.27% | Q1 2026 | Apr 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 3,501 | 868 | 0.05% | 0.07% | 1505 | -1,051 | -23.09% | Q1 2026 | May 12, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 3,502 | 868 | 0.32% | 0.34% | 1507 | -445 | -11.27% | Q1 2026 | May 14, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 3,504 | 868 | 0.09% | 0.08% | 1506 | +197 | 5.96% | Q1 2026 | May 01, 2026 |
| CANNELL CAPITAL LLC | History | New | 35 | 868 | 0.53% | — | 1508 | +35 | New | Q1 2026 | May 15, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | New | 3,500 | 867 | 0.77% | — | 1510 | +3,500 | New | Q1 2026 | May 13, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 3,496 | 867 | 0.13% | 0.13% | 1509 | +21 | 0.6% | Q1 2026 | Apr 09, 2026 |
| Wealth Care LLC | History | New | 3,496 | 866 | 0.77% | — | 1511 | +3,496 | New | Q1 2026 | Apr 24, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 3,490 | 865 | 0.03% | 0.03% | 1512 | -211 | -5.7% | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | Added to | 3,488 | 865 | 0.1% | 0.1% | 1513 | +88 | 2.59% | Q1 2026 | Apr 15, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 3,488 | 864 | 0.06% | 0.08% | 1514 | +1,096 | 45.82% | Q1 2026 | May 15, 2026 |
| Missouri Trust & Investment Co | History | No change | 3,462 | 858 | 0.25% | 0.25% | 1515 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,448 | 855 | 0.51% | 0.5% | 1516 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Francis Financial, Inc. | History | Reduced | 3,440 | 853 | 0.16% | 0.17% | 1517 | -34 | -0.98% | Q1 2026 | May 07, 2026 |
| Fermata Advisors, LLC | History | Reduced | 3,435 | 851 | 0.19% | 0.24% | 1518 | -611 | -15.1% | Q1 2026 | Apr 08, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 3,413 | 846 | 0.83% | 0.8% | 1519 | -30 | -0.87% | Q1 2026 | May 06, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 3,405 | 844 | 0.17% | 0.18% | 1521 | -271 | -7.37% | Q1 2026 | May 11, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 3,405 | 844 | 0.2% | 0.18% | 1522 | +86 | 2.59% | Q1 2026 | May 08, 2026 |
| Thomasville National Bank | History | No change | 3,432 | 844 | 0.05% | 0.05% | 1520 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Leo Wealth, LLC | History | Added to | 3,396 | 842 | 0.06% | 0.05% | 1523 | +393 | 13.09% | Q1 2026 | May 05, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 3,394 | 841 | 0.12% | 0.11% | 1524 | -135 | -3.83% | Q1 2026 | Apr 09, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 3,392 | 841 | 0.13% | 0.13% | 1525 | -27 | -0.79% | Q1 2026 | Apr 22, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 3,385 | 839 | 0.22% | 0.25% | 1526 | -206 | -5.74% | Q1 2026 | May 06, 2026 |
| Noble Family Wealth, LLC | History | No change | 3,381 | 838 | 0.17% | 0.18% | 1527 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 3,370 | 835 | 0.03% | 0.03% | 1528 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 3,366 | 834 | 0.13% | 0.27% | 1530 | -2,987 | -47.02% | Q1 2026 | Apr 29, 2026 |
| New England Professional Planning Group Inc. | History | Reduced | 3,365 | 834 | 0.35% | 0.35% | 1529 | -10 | -0.3% | Q1 2026 | May 13, 2026 |
| Canopy Partners, LLC | History | Reduced | 3,355 | 832 | 0.29% | 0.27% | 1531 | -1 | -0.03% | Q1 2026 | May 11, 2026 |
| Clark Asset Management, LLC | History | Reduced | 3,345 | 829 | 0.08% | 0.09% | 1532 | -105 | -3.04% | Q1 2026 | Apr 16, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | New | 3,313 | 821 | 0.89% | — | 1533 | +3,313 | New | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 3,310 | 820 | 0.12% | 2.31% | 1534 | -55,831 | -94.4% | Q1 2026 | Apr 30, 2026 |
| Sentry LLC | History | Reduced | 3,308 | 820 | 0.26% | 0.23% | 1535 | -135 | -3.92% | Q1 2026 | Apr 22, 2026 |
| SEVEN MILE ADVISORY | History | New | 3,300 | 818 | 0.59% | — | 1536 | +3,300 | New | Q1 2026 | Apr 14, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 3,296 | 817 | 0.3% | 0.4% | 1537 | +20 | 0.61% | Q1 2026 | May 12, 2026 |
| Intellectus Partners, LLC | History | Reduced | 3,291 | 816 | 0.17% | 0.18% | 1538 | -547 | -14.25% | Q1 2026 | Apr 10, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 3,288 | 815 | 0.32% | 0.31% | 1539 | -51 | -1.53% | Q1 2026 | Apr 07, 2026 |
| Aberdeen Group plc | History | Added to | 3,283 | 814 | 0.0% | 0.0% | 1541 | +472 | 16.79% | Q1 2026 | Apr 29, 2026 |
| Smith Salley Wealth Management | History | Reduced | 3,285 | 814 | 0.04% | 0.04% | 1540 | -315 | -8.75% | Q1 2026 | Apr 16, 2026 |
| Baron Wealth Management LLC | History | Added to | 3,284 | 814 | 0.24% | 0.25% | 1543 | +5 | 0.15% | Q1 2026 | Apr 16, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 3,283 | 814 | 0.65% | 0.67% | 1542 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Planning, Inc. | History | New | 3,280 | 813 | 0.41% | — | 1546 | +3,280 | New | Q1 2026 | May 18, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 3,280 | 813 | 0.6% | 0.62% | 1545 | -50 | -1.5% | Q1 2026 | May 11, 2026 |
| NWK Group, Inc. | History | Added to | 3,279 | 813 | 0.31% | 0.28% | 1544 | +36 | 1.11% | Q1 2026 | May 07, 2026 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 812 | 0.0% | 0.0% | 1547 | -320,000 | -100.0% | Q1 2026 | May 14, 2026 |
| High Probability Advisors, LLC | History | No change | 3,275 | 812 | 0.1% | 0.11% | 1548 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 3,271 | 811 | 0.45% | 0.4% | 1549 | -5 | -0.15% | Q1 2026 | May 07, 2026 |
| MB Generational Wealth, LLC | History | No change | 3,271 | 811 | 0.45% | 0.43% | 1550 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 3,266 | 810 | 0.03% | 0.02% | 1551 | +1,287 | 65.03% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Reduced | 3,266 | 809 | 0.01% | 0.01% | 1552 | -173,378 | -98.15% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 3,259 | 808 | 0.05% | 0.05% | 1553 | -185 | -5.37% | Q1 2026 | May 05, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 3,258 | 807 | 0.16% | 0.13% | 1554 | +388 | 13.52% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Reduced | 3,255 | 807 | 0.01% | 0.01% | 1555 | -142 | -4.18% | Q1 2026 | Apr 23, 2026 |
| CULTIVAR CAPITAL, INC. | History | Added to | 3,249 | 805 | 0.51% | 0.51% | 1557 | +36 | 1.12% | Q1 2026 | Apr 07, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 3,249 | 805 | 0.1% | 0.09% | 1556 | +10 | 0.31% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Added to | 3,246 | 804 | 0.04% | 0.04% | 1558 | +66 | 2.08% | Q1 2026 | May 04, 2026 |
| Accel Wealth Management | History | Reduced | 3,244 | 804 | 0.21% | 0.22% | 1559 | -60 | -1.82% | Q1 2026 | Apr 08, 2026 |
| Heritage Trust Co | History | Reduced | 3,222 | 799 | 0.08% | 0.08% | 1560 | -45 | -1.38% | Q1 2026 | May 13, 2026 |
| MATAURO, LLC | History | Reduced | 3,220 | 798 | 0.12% | 0.18% | 1564 | -1,760 | -35.34% | Q1 2026 | Apr 22, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 3,220 | 798 | 0.08% | 0.08% | 1563 | +85 | 2.71% | Q1 2026 | May 12, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 3,221 | 798 | 0.36% | 0.35% | 1562 | -4 | -0.12% | Q1 2026 | Apr 30, 2026 |
| Cadence Bank | History | No change | 3,242 | 798 | 0.05% | 0.05% | 1561 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 3,212 | 796 | 0.34% | 0.35% | 1565 | -87 | -2.64% | Q1 2026 | Apr 15, 2026 |
| CSM Advisors, LLC | History | Reduced | 3,200 | 794 | 0.02% | 1.55% | 1567 | -229,000 | -98.62% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 3,205 | 794 | 0.08% | 0.08% | 1566 | -33 | -1.02% | Q1 2026 | May 04, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 3,197 | 792 | 0.23% | 0.3% | 1569 | -850 | -21.0% | Q1 2026 | May 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 3,197 | 792 | 0.29% | 0.33% | 1568 | -351 | -9.89% | Q1 2026 | Apr 17, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 3,195 | 792 | 0.12% | 0.12% | 1570 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sachetta, LLC | History | Added to | 3,191 | 791 | 0.43% | 0.43% | 1571 | +3 | 0.09% | Q1 2026 | May 01, 2026 |
| McGuire Investment Group, LLC | History | No change | 3,185 | 789 | 0.09% | 0.08% | 1572 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 3,179 | 788 | 0.23% | 0.36% | 1573 | +120 | 3.92% | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | Added to | 3,166 | 785 | 0.26% | 0.21% | 1574 | +3 | 0.09% | Q1 2026 | May 01, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 3,160 | 783 | 0.18% | 0.3% | 1578 | -1,876 | -37.25% | Q1 2026 | Apr 17, 2026 |
| Trilogy Capital Inc. | History | Reduced | 3,160 | 783 | 0.03% | 0.04% | 1576 | -730 | -18.77% | Q1 2026 | Apr 21, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 3,158 | 783 | 0.11% | 0.11% | 1577 | -81 | -2.5% | Q1 2026 | May 11, 2026 |
| Welch Group, LLC | History | Added to | 3,161 | 783 | 0.03% | 0.03% | 1575 | +26 | 0.83% | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | Reduced | 3,154 | 782 | 0.06% | 0.1% | 1579 | -1,216 | -27.83% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 2,817 | 782 | 0.06% | 0.06% | 1580 | +257 | 10.04% | Q1 2026 | May 01, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 3,153 | 781 | 0.33% | 0.35% | 1581 | -117 | -3.58% | Q1 2026 | May 11, 2026 |
| First County Bank /CT/ | History | Reduced | 3,147 | 780 | 0.42% | 0.5% | 1582 | -751 | -19.27% | Q1 2026 | Apr 03, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 3,128 | 775 | 0.38% | 0.35% | 1583 | +288 | 10.14% | Q1 2026 | Apr 27, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 3,118 | 773 | 0.05% | 0.03% | 1584 | +1,283 | 69.92% | Q1 2026 | Apr 16, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 3,120 | 773 | 0.32% | 0.35% | 1585 | -127 | -3.91% | Q1 2026 | May 06, 2026 |
| CRA Financial Services, LLC | History | Reduced | 3,115 | 772 | 0.1% | 0.1% | 1587 | -133 | -4.09% | Q1 2026 | Apr 09, 2026 |
| Ballew Advisors, Inc | History | Reduced | 2,951 | 772 | 0.44% | 0.44% | 1586 | -37 | -1.24% | Q1 2026 | Apr 10, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 3,107 | 770 | 0.01% | 0.01% | 1590 | +661 | 27.02% | Q1 2026 | Apr 08, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 3,106 | 770 | 0.03% | 0.03% | 1588 | +76 | 2.51% | Q1 2026 | Apr 13, 2026 |
| Perkins Coie Trust Co | History | No change | 3,105 | 770 | 0.15% | 0.14% | 1589 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beaton Management Co. Inc. | History | Added to | 3,099 | 769 | 0.34% | 0.27% | 1591 | +625 | 25.26% | Q1 2026 | May 12, 2026 |
| JDM Financial Group LLC | History | Reduced | 3,103 | 769 | 0.3% | 0.3% | 1592 | -29 | -0.93% | Q1 2026 | May 20, 2026 |
| LEE DANNER & BASS INC | History | Added to | 3,089 | 766 | 0.05% | 0.05% | 1593 | +21 | 0.68% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Group, LLC | History | No change | 3,091 | 766 | 0.36% | 0.36% | 1594 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 3,085 | 765 | 0.19% | 0.18% | 1595 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 3,081 | 764 | 0.24% | 0.24% | 1596 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 3,079 | 763 | 0.04% | 0.04% | 1597 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 3,077 | 763 | 0.13% | 0.13% | 1598 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VeraBank, N.A. | History | No change | 3,079 | 763 | 0.14% | 0.14% | 1599 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 3,027 | 760 | 0.02% | 0.02% | 1600 | -496 | -14.08% | Q1 2026 | Apr 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 3,068 | 760 | 0.6% | 0.61% | 1601 | -40 | -1.29% | Q1 2026 | Apr 21, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 3,058 | 758 | 0.21% | 0.21% | 1602 | -6 | -0.2% | Q1 2026 | Apr 10, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 3,042 | 754 | 0.1% | 0.11% | 1603 | -95 | -3.03% | Q1 2026 | Apr 27, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 3,041 | 754 | 0.25% | 0.27% | 1604 | -30 | -0.98% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 3,022 | 749 | 0.0% | 0.0% | 1605 | +777 | 34.61% | Q1 2026 | May 15, 2026 |
| XXI WEALTH, LLC | History | Reduced | 3,015 | 747 | 0.42% | 0.48% | 1607 | -185 | -5.78% | Q1 2026 | May 07, 2026 |
| Westfuller Advisors, LLC | History | Added to | 3,015 | 747 | 0.32% | 0.3% | 1606 | +6 | 0.2% | Q1 2026 | Apr 28, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 3,012 | 746 | 0.24% | 0.24% | 1608 | -35 | -1.15% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Added to | 3,004 | 745 | 0.07% | 0.07% | 1609 | +59 | 2.0% | Q1 2026 | Apr 17, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 3,004 | 745 | 0.22% | 0.22% | 1610 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Optiver Holding B.V. | History | Reduced | 3,001 | 744 | 0.0% | 0.06% | 1612 | -602,498 | -99.5% | Q1 2026 | May 15, 2026 |
| DCF Advisers, LLC | History | No change | 3,000 | 744 | 0.2% | 0.2% | 1611 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 2,998 | 743 | 0.31% | 0.25% | 1613 | +419 | 16.25% | Q1 2026 | May 07, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 2,997 | 743 | 0.78% | 0.83% | 1614 | -320 | -9.65% | Q1 2026 | May 12, 2026 |
| Forza Wealth Management, LLC | History | Added to | 2,992 | 742 | 0.26% | 0.24% | 1616 | +260 | 9.52% | Q1 2026 | Apr 30, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | No change | 2,995 | 742 | 0.59% | 0.51% | 1615 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Copia Wealth Management | History | Reduced | 2,991 | 741 | 0.51% | 0.56% | 1618 | -181 | -5.71% | Q1 2026 | May 04, 2026 |
| Private Capital Management, LLC | History | Added to | 2,988 | 741 | 0.07% | 0.06% | 1617 | +124 | 4.33% | Q1 2026 | May 15, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 2,985 | 740 | 1.12% | 1.15% | 1619 | -176 | -5.57% | Q1 2026 | Apr 30, 2026 |
| Ironwood Financial, llc | History | Reduced | 2,983 | 739 | 0.13% | 0.14% | 1620 | -72 | -2.36% | Q1 2026 | Apr 16, 2026 |
| Providence Financial Advisors, LLC | History | No change | 2,980 | 738 | 0.42% | 0.73% | 1621 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stanich Group LLC | History | Added to | 2,973 | 737 | 0.56% | 0.55% | 1622 | +4 | 0.13% | Q1 2026 | Apr 15, 2026 |
| ANCHYRA PARTNERS LLC | History | Reduced | 2,970 | 736 | 0.22% | 0.23% | 1623 | -65 | -2.14% | Q1 2026 | Apr 17, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 2,958 | 733 | 0.0% | 0.02% | 1624 | -8,520 | -74.23% | Q1 2026 | May 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 2,954 | 732 | 0.13% | 0.17% | 1625 | +38 | 1.3% | Q1 2026 | Apr 09, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 2,950 | 731 | 0.21% | 0.22% | 1626 | -25 | -0.84% | Q1 2026 | May 06, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 2,632 | 730 | 0.03% | 0.02% | 1627 | +601 | 29.59% | Q1 2026 | Apr 24, 2026 |
| Strategic Financial Concepts, LLC | History | New | 2,933 | 727 | 0.18% | — | 1630 | +2,933 | New | Q1 2026 | May 12, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 2,935 | 727 | 0.11% | 0.08% | 1629 | +664 | 29.24% | Q1 2026 | May 05, 2026 |
| TI-TRUST, INC | History | No change | 2,933 | 727 | 0.43% | 0.45% | 1628 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stelac Advisory Services LLC | History | Added to | 2,931 | 726 | 0.15% | 0.18% | 1631 | +888 | 43.47% | Q1 2026 | May 08, 2026 |
| London & Capital Asset Management Ltd | History | No change | 2,931 | 726 | 0.01% | 0.01% | 1632 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 2,922 | 724 | 0.3% | 0.36% | 1634 | -500 | -14.61% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | No change | 2,920 | 724 | 0.17% | 0.16% | 1633 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Investors Research Corp | History | Reduced | 2,918 | 723 | 0.14% | 0.14% | 1635 | -190 | -6.11% | Q1 2026 | Apr 03, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 2,910 | 721 | 0.61% | 0.58% | 1636 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 2,906 | 720 | 0.45% | 0.22% | 1637 | +181 | 6.64% | Q1 2026 | May 01, 2026 |
| Legal & General Group Plc | History | Added to | 2,900 | 719 | 0.0% | 0.0% | 1638 | +900 | 45.0% | Q1 2026 | May 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 2,894 | 717 | 0.12% | 0.13% | 1639 | -202 | -6.52% | Q1 2026 | May 06, 2026 |
| Integris Wealth Management, LLC | History | No change | 2,890 | 716 | 0.16% | 0.16% | 1640 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 2,878 | 713 | 0.16% | 0.18% | 1641 | -393 | -12.01% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 2,874 | 712 | 0.12% | 0.08% | 1642 | +892 | 45.01% | Q1 2026 | Apr 22, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 2,868 | 711 | 0.21% | 0.24% | 1643 | -245 | -7.87% | Q1 2026 | Apr 29, 2026 |
| Drexel Morgan & Co. | History | No change | 2,866 | 710 | 0.1% | 0.11% | 1644 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | No change | 2,859 | 709 | 0.16% | 0.16% | 1645 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First American Bank | History | Reduced | 2,848 | 706 | 0.04% | 0.05% | 1646 | -723 | -20.25% | Q1 2026 | Apr 20, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 2,845 | 705 | 0.67% | 0.68% | 1647 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rothschild Wealth LLC | History | Reduced | 2,839 | 704 | 0.06% | 0.07% | 1648 | -232 | -7.55% | Q1 2026 | May 06, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 2,824 | 700 | 0.14% | 0.43% | 1652 | -4,881 | -63.35% | Q1 2026 | Apr 22, 2026 |
| M. Kraus & Co | History | Reduced | 2,825 | 700 | 0.2% | 0.2% | 1649 | -100 | -3.42% | Q1 2026 | Apr 14, 2026 |
| True North Advisors, LLC | History | Added to | 2,824 | 700 | 0.08% | 0.09% | 1650 | +72 | 2.62% | Q1 2026 | May 07, 2026 |
| Principle Wealth Partners LLC | History | Added to | 2,826 | 700 | 0.04% | 0.04% | 1651 | +60 | 2.17% | Q1 2026 | May 07, 2026 |
| NCM Capital Management, LLC | History | Reduced | 2,819 | 699 | 0.25% | 0.26% | 1653 | -75 | -2.59% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 2,815 | 697 | 0.01% | 0.02% | 1654 | -4,996 | -63.96% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 2,806 | 695 | 0.06% | 0.06% | 1656 | +339 | 13.74% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,806 | 695 | 0.01% | 0.01% | 1655 | +221 | 8.55% | Q1 2026 | Apr 20, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 2,500 | 693 | 0.27% | 0.35% | 1657 | -898 | -26.43% | Q1 2026 | Apr 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 2,791 | 692 | 0.04% | 0.06% | 1658 | -1,204 | -30.14% | Q1 2026 | May 05, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 2,790 | 692 | 0.68% | 0.68% | 1659 | +148 | 5.6% | Q1 2026 | May 22, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 2,638 | 691 | 0.11% | 0.1% | 1660 | +1 | 0.04% | Q1 2026 | Apr 16, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 2,766 | 690 | 0.2% | 0.21% | 1661 | -198 | -6.68% | Q1 2026 | May 14, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 2,783 | 690 | 0.53% | 0.51% | 1662 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 2,780 | 689 | 0.56% | 0.56% | 1663 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 2,776 | 688 | 0.02% | 0.01% | 1664 | +1,544 | 125.32% | Q1 2026 | May 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 2,771 | 687 | 0.48% | 0.44% | 1665 | -205 | -6.89% | Q1 2026 | Apr 30, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 2,765 | 685 | 0.02% | 0.01% | 1666 | +1,149 | 71.1% | Q1 2026 | May 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 2,749 | 681 | 0.2% | 0.21% | 1667 | +12 | 0.44% | Q1 2026 | Apr 20, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 2,744 | 680 | 0.32% | — | 1669 | +2,744 | New | Q1 2026 | Apr 15, 2026 |
| Morse Asset Management, Inc | History | Reduced | 2,745 | 680 | 0.14% | 0.14% | 1668 | -17 | -0.62% | Q1 2026 | May 14, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 2,739 | 679 | 0.2% | 0.21% | 1670 | -162 | -5.58% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | No change | 2,736 | 678 | 0.12% | 0.12% | 1671 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OneAscent Financial Services LLC | History | Added to | 2,731 | 677 | 0.04% | 0.04% | 1672 | +845 | 44.8% | Q1 2026 | Apr 21, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 2,732 | 677 | 0.24% | 0.25% | 1673 | -24 | -0.87% | Q1 2026 | May 11, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 2,732 | 677 | 0.04% | 0.04% | 1674 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 2,728 | 676 | 0.08% | 0.08% | 1675 | -188 | -6.45% | Q1 2026 | Apr 28, 2026 |
| BBR PARTNERS, LLC | History | No change | 2,722 | 675 | 0.04% | 0.04% | 1676 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Reduced | 2,711 | 672 | 0.1% | 0.1% | 1677 | -23 | -0.84% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 2,709 | 671 | 0.12% | 0.12% | 1678 | -141 | -4.95% | Q1 2026 | May 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 2,708 | 671 | 0.46% | 0.47% | 1679 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 2,700 | 669 | 0.07% | 0.06% | 1681 | -89 | -3.19% | Q1 2026 | May 01, 2026 |
| BigSur Wealth Management LLC | History | No change | 2,700 | 669 | 0.19% | 0.16% | 1680 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 2,692 | 667 | 0.03% | 0.03% | 1682 | -362 | -11.85% | Q1 2026 | May 11, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 2,554 | 667 | 0.04% | 0.04% | 1683 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 2,679 | 664 | 0.41% | 0.56% | 1684 | -946 | -26.1% | Q1 2026 | Apr 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 2,679 | 664 | 0.11% | 0.1% | 1685 | +265 | 10.98% | Q1 2026 | Apr 21, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 2,665 | 660 | 0.56% | 0.56% | 1686 | +25 | 0.95% | Q1 2026 | May 14, 2026 |
| V2 Financial group LLC | History | Added to | 2,652 | 657 | 0.31% | 0.32% | 1688 | +1 | 0.04% | Q1 2026 | May 04, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 2,650 | 657 | 0.0% | 0.0% | 1687 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 2,646 | 656 | 0.05% | 0.05% | 1689 | -204 | -7.16% | Q1 2026 | May 05, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 2,644 | 655 | 0.27% | 0.28% | 1690 | -25 | -0.94% | Q1 2026 | May 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 2,636 | 653 | 0.04% | 0.03% | 1691 | +880 | 50.11% | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 2,631 | 652 | 0.05% | 0.06% | 1692 | -34 | -1.28% | Q1 2026 | Apr 22, 2026 |
| Argent Advisors, Inc. | History | Reduced | 2,618 | 649 | 0.18% | 3.62% | 1693 | -50,084 | -95.03% | Q1 2026 | Apr 24, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 2,613 | 648 | 0.08% | 0.09% | 1694 | -151 | -5.46% | Q1 2026 | May 08, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 2,610 | 647 | 0.12% | 0.12% | 1695 | +10 | 0.38% | Q1 2026 | Apr 08, 2026 |
| Madison Wealth Partners, Inc | History | No change | 2,609 | 646 | 0.1% | 0.12% | 1696 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 2,600 | 644 | 0.27% | 0.34% | 1697 | -515 | -16.53% | Q1 2026 | May 07, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 2,600 | 644 | 0.05% | 0.02% | 1699 | -350 | -11.86% | Q1 2026 | May 14, 2026 |
| First City Capital Management, Inc. | History | No change | 2,597 | 644 | 0.34% | 0.34% | 1698 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 2,592 | 642 | 0.11% | 0.11% | 1700 | -40 | -1.52% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | New | 2,248 | 641 | 0.07% | — | 1702 | +2,248 | New | Q1 2026 | May 14, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 2,587 | 641 | 0.06% | 0.06% | 1701 | -74 | -2.78% | Q1 2026 | May 11, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 2,583 | 640 | 0.05% | 0.06% | 1703 | +29 | 1.14% | Q1 2026 | Apr 09, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 2,577 | 639 | 0.05% | 0.02% | 1705 | +1,389 | 116.92% | Q1 2026 | Apr 27, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 2,578 | 639 | 0.15% | 0.15% | 1704 | +2 | 0.08% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | New | 2,572 | 637 | 0.04% | — | 1707 | +2,572 | New | Q1 2026 | Apr 28, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 2,571 | 637 | 0.35% | 0.35% | 1706 | +4 | 0.16% | Q1 2026 | Apr 10, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 2,567 | 636 | 0.07% | 0.08% | 1708 | -365 | -12.45% | Q1 2026 | Apr 29, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 2,234 | 630 | 0.23% | 0.38% | 1709 | -1,479 | -39.83% | Q1 2026 | May 08, 2026 |
| M1 Capital Management LLC | History | Reduced | 2,541 | 630 | 0.29% | 0.27% | 1710 | -69 | -2.64% | Q1 2026 | May 08, 2026 |
| RDA Financial Network | History | Added to | 2,538 | 629 | 0.16% | 0.15% | 1711 | +38 | 1.52% | Q1 2026 | Apr 08, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 2,529 | 627 | 0.07% | 0.07% | 1712 | -43 | -1.67% | Q1 2026 | Apr 08, 2026 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | History | New | 2,526 | 626 | 1.54% | — | 1713 | +2,526 | New | Q1 2026 | Apr 29, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 2,524 | 625 | 0.07% | 0.05% | 1714 | +396 | 18.61% | Q1 2026 | Apr 15, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 2,518 | 624 | 0.07% | 0.06% | 1715 | +206 | 8.91% | Q1 2026 | May 12, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 2,533 | 623 | 0.1% | 0.12% | 1716 | -870 | -25.57% | Q1 2026 | Apr 22, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 2,515 | 623 | 0.25% | 0.25% | 1717 | -87 | -3.34% | Q1 2026 | May 11, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 2,511 | 622 | 0.28% | 0.26% | 1719 | +32 | 1.29% | Q1 2026 | May 13, 2026 |
| Flaharty Asset Management, LLC | History | No change | 2,512 | 622 | 0.08% | 0.08% | 1718 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,374 | 621 | 0.04% | 0.05% | 1720 | -1,169 | -32.99% | Q1 2026 | Apr 17, 2026 |
| Bienville Capital Management, LLC | History | Reduced | 2,505 | 621 | 0.11% | 0.1% | 1721 | -31 | -1.22% | Q1 2026 | May 13, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 2,507 | 621 | 0.25% | 0.27% | 1722 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 2,506 | 621 | 0.29% | 0.27% | 1723 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Reduced | 2,500 | 620 | 0.04% | 0.06% | 1724 | -2,500 | -50.0% | Q1 2026 | May 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 2,497 | 619 | 0.28% | 0.27% | 1725 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 2,491 | 618 | 0.43% | 0.42% | 1727 | -115 | -4.41% | Q1 2026 | Apr 28, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 2,493 | 618 | 0.05% | 0.05% | 1726 | -75 | -2.92% | Q1 2026 | Apr 13, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 2,489 | 617 | 0.13% | 0.14% | 1729 | +160 | 6.87% | Q1 2026 | May 01, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 2,488 | 617 | 0.16% | 0.14% | 1730 | -26 | -1.03% | Q1 2026 | Apr 28, 2026 |
| First PREMIER Bank | History | No change | 2,489 | 617 | 0.14% | 0.14% | 1728 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 2,485 | 616 | 0.07% | 0.08% | 1732 | +107 | 4.5% | Q1 2026 | Apr 30, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 2,485 | 616 | 0.25% | 0.25% | 1731 | -76 | -2.97% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,481 | 615 | 0.04% | 0.04% | 1733 | +553 | 28.68% | Q1 2026 | Apr 17, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 2,480 | 615 | 0.48% | 0.49% | 1734 | -170 | -6.42% | Q1 2026 | Apr 13, 2026 |
| Canal Capital Management, LLC | History | Added to | 2,478 | 614 | 0.08% | 0.09% | 1736 | +1 | 0.04% | Q1 2026 | Apr 27, 2026 |
| American Investment Services, Inc. | History | No change | 2,477 | 614 | 0.14% | 0.14% | 1735 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 2,473 | 613 | 0.13% | 0.12% | 1737 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | No change | 2,469 | 612 | 0.03% | 0.03% | 1738 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 2,464 | 611 | 0.27% | 0.22% | 1740 | +585 | 31.13% | Q1 2026 | Apr 10, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 2,466 | 611 | 0.06% | 0.06% | 1739 | +2 | 0.08% | Q1 2026 | Apr 13, 2026 |
| Urban Financial Advisory Corp | History | Added to | 2,461 | 610 | 0.22% | 0.23% | 1742 | +30 | 1.23% | Q1 2026 | May 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 2,463 | 610 | 0.03% | 0.03% | 1741 | -21 | -0.85% | Q1 2026 | Apr 13, 2026 |
| Columbia Bank | History | Reduced | 2,456 | 609 | 0.17% | 0.21% | 1746 | -593 | -19.45% | Q1 2026 | Apr 28, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 2,458 | 609 | 0.52% | 0.51% | 1747 | -122 | -4.73% | Q1 2026 | Apr 28, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 2,458 | 609 | 0.14% | 0.13% | 1745 | -17 | -0.69% | Q1 2026 | May 21, 2026 |
| Bangor Savings Bank | History | Reduced | 2,457 | 609 | 0.05% | 0.05% | 1743 | -2 | -0.08% | Q1 2026 | Apr 01, 2026 |
| East Coast Asset Management, LLC. | History | No change | 2,458 | 609 | 0.2% | 0.18% | 1744 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 2,455 | 608 | 0.48% | 0.5% | 1748 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 2,448 | 607 | 0.36% | 0.4% | 1749 | -251 | -9.3% | Q1 2026 | Apr 16, 2026 |
| IFC Advisors LLC | History | Reduced | 2,447 | 606 | 0.09% | 0.15% | 1750 | -1,662 | -40.45% | Q1 2026 | May 04, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 2,436 | 604 | 0.28% | 0.48% | 1753 | -3,148 | -56.38% | Q1 2026 | May 05, 2026 |
| Proficio Capital Partners LLC | History | Added to | 2,439 | 604 | 0.03% | 0.01% | 1752 | +1,605 | 192.45% | Q1 2026 | May 14, 2026 |
| Genus Capital Management Inc. | History | Reduced | 2,439 | 604 | 0.07% | 0.07% | 1751 | -115 | -4.5% | Q1 2026 | May 01, 2026 |
| Canandaigua National Trust Co of Florida | History | No change | 2,426 | 601 | 0.48% | 0.37% | 1754 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 2,412 | 598 | 0.23% | 0.23% | 1755 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,408 | 597 | 0.03% | 0.03% | 1757 | -11 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 2,409 | 597 | 0.07% | 0.07% | 1756 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 2,407 | 596 | 0.16% | 0.22% | 1758 | -1,014 | -29.64% | Q1 2026 | May 12, 2026 |
| Kaizen Financial Strategies | History | Added to | 29,763 | 594 | 0.25% | 0.24% | 1760 | +14,001 | 88.83% | Q1 2026 | May 01, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 2,396 | 594 | 0.22% | 0.21% | 1759 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cypress Capital Group | History | Added to | 2,389 | 592 | 0.07% | 0.06% | 1761 | +30 | 1.27% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 2,377 | 589 | 0.0% | 0.0% | 1762 | -16,611 | -87.48% | Q1 2026 | May 12, 2026 |
| Wise Wealth Partners | History | No change | 2,378 | 589 | 0.8% | 0.84% | 1763 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rare Wolf Capital LLC | History | Added to | 2,371 | 588 | 0.38% | 0.36% | 1764 | +2 | 0.08% | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 2,370 | 587 | 0.04% | 0.04% | 1765 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 2,347 | 582 | 0.1% | 0.18% | 1766 | -1,796 | -43.35% | Q1 2026 | Apr 17, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 2,346 | 581 | 0.08% | 0.06% | 1768 | +531 | 29.26% | Q1 2026 | Apr 27, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 2,345 | 581 | 0.04% | 0.03% | 1767 | +30 | 1.3% | Q1 2026 | May 04, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 2,334 | 578 | 0.42% | 0.59% | 1769 | -857 | -26.86% | Q1 2026 | Apr 10, 2026 |
| WorthPointe, LLC | History | Reduced | 2,324 | 576 | 0.16% | 0.45% | 1770 | -4,675 | -66.8% | Q1 2026 | May 12, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | New | 2,323 | 576 | 0.38% | — | 1772 | +2,323 | New | Q1 2026 | Apr 21, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 2,075 | 576 | 0.3% | 0.34% | 1771 | -28 | -1.33% | Q1 2026 | May 18, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,319 | 575 | 0.06% | 0.07% | 1773 | -363 | -13.53% | Q1 2026 | Apr 28, 2026 |
| Quartz Partners, LLC | History | Reduced | 2,316 | 574 | 0.22% | 0.28% | 1774 | -691 | -22.98% | Q1 2026 | May 05, 2026 |
| CGN Advisors LLC | History | Reduced | 2,315 | 574 | 0.05% | 0.05% | 1776 | -277 | -10.69% | Q1 2026 | Apr 13, 2026 |
| Olympiad Research LP | History | Added to | 2,315 | 574 | 1.75% | 1.4% | 1775 | +170 | 7.93% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,313 | 573 | 0.08% | 0.07% | 1777 | +253 | 12.28% | Q1 2026 | Apr 15, 2026 |
| Carrera Capital Advisors | History | Reduced | 2,314 | 573 | 0.09% | 0.1% | 1778 | -46 | -1.95% | Q1 2026 | May 04, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,308 | 572 | 0.06% | 0.06% | 1779 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Optivise Advisory Services LLC | History | Added to | 2,303 | 571 | 0.35% | 0.29% | 1781 | +288 | 14.29% | Q1 2026 | Apr 15, 2026 |
| Measured Risk Portfolios, Inc. | History | Added to | 2,304 | 571 | 0.62% | 0.55% | 1780 | +38 | 1.68% | Q1 2026 | May 15, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Reduced | 2,277 | 564 | 0.14% | 4.61% | 1782 | -74,646 | -97.04% | Q1 2026 | Apr 22, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 2,269 | 562 | 0.16% | 0.15% | 1783 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 2,257 | 559 | 0.35% | — | 1784 | +2,257 | New | Q1 2026 | Apr 28, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 2,251 | 558 | 0.09% | 0.09% | 1785 | -21 | -0.92% | Q1 2026 | Apr 28, 2026 |
| Fiera Capital Corp | History | No change | 2,250 | 558 | 0.0% | 0.0% | 1786 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 2,241 | 555 | 0.0% | 0.0% | 1787 | -211 | -8.61% | Q1 2026 | May 08, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 1,960 | 553 | 0.35% | 0.38% | 1788 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,241 | 551 | 0.03% | 0.03% | 1789 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 2,221 | 550 | 0.18% | 0.18% | 1790 | -481 | -17.8% | Q1 2026 | May 06, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 2,209 | 547 | 0.35% | 0.35% | 1791 | -17 | -0.76% | Q1 2026 | May 11, 2026 |
| Magnus Financial Group LLC | History | Added to | 2,202 | 546 | 0.04% | 0.04% | 1793 | +198 | 9.88% | Q1 2026 | Apr 10, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 2,204 | 546 | 0.09% | 0.09% | 1792 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 2,203 | 546 | 0.21% | 0.21% | 1794 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 2,198 | 545 | 0.03% | 0.03% | 1795 | -58 | -2.57% | Q1 2026 | Apr 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 2,193 | 543 | 0.01% | 0.45% | 1796 | -94,902 | -97.74% | Q1 2026 | Apr 17, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 2,184 | 541 | 0.02% | 0.02% | 1797 | -6 | -0.27% | Q1 2026 | Apr 30, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 2,180 | 540 | 0.01% | 0.02% | 1798 | -215 | -8.98% | Q1 2026 | May 15, 2026 |
| Breachway Investments LLC | History | Added to | 2,165 | 540 | 0.52% | 0.55% | 1800 | +30 | 1.41% | Q1 2026 | Apr 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 2,177 | 540 | 0.2% | 0.21% | 1799 | -20 | -0.91% | Q1 2026 | May 11, 2026 |
| Stone Summit Wealth LLC | History | No change | 2,176 | 539 | 0.15% | 0.15% | 1801 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Added to | 2,173 | 538 | 0.23% | 0.22% | 1802 | +85 | 4.07% | Q1 2026 | May 01, 2026 |
| ZEGA Investments, LLC | History | Added to | 2,167 | 537 | 0.06% | 0.03% | 1804 | +965 | 80.28% | Q1 2026 | May 08, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 2,167 | 537 | 0.13% | 0.13% | 1803 | +105 | 5.09% | Q1 2026 | Apr 28, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | No change | 2,159 | 535 | 0.07% | 0.06% | 1805 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 2,177 | 535 | 0.04% | 0.04% | 1806 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ORG Partners LLC | History | No change | 2,175 | 535 | 0.09% | 0.09% | 1807 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cove Private Wealth, LLC | History | New | 2,156 | 534 | 0.12% | — | 1810 | +2,156 | New | Q1 2026 | May 13, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 2,154 | 534 | 0.49% | 0.54% | 1809 | -142 | -6.18% | Q1 2026 | Apr 30, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 2,156 | 534 | 0.1% | 0.1% | 1808 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Reduced | 2,148 | 532 | 0.1% | 0.12% | 1811 | -375 | -14.86% | Q1 2026 | May 07, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | No change | 2,143 | 531 | 0.08% | 0.07% | 1812 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Liberty Capital Management, Inc. | History | No change | 2,161 | 531 | 0.1% | 0.1% | 1813 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 2,129 | 527 | 0.03% | 0.03% | 1815 | -84 | -3.8% | Q1 2026 | May 07, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 2,128 | 527 | 0.07% | 0.07% | 1814 | -19 | -0.88% | Q1 2026 | Apr 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 2,115 | 524 | 0.1% | 0.16% | 1818 | -1,296 | -37.99% | Q1 2026 | Apr 15, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 2,113 | 524 | 0.08% | 0.06% | 1816 | +560 | 36.06% | Q1 2026 | May 04, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 2,114 | 524 | 0.19% | 0.2% | 1817 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 2,106 | 522 | 0.02% | 0.02% | 1819 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Militia Capital Management LLC | History | New | 60,000 | 520 | 0.12% | — | 1822 | +60,000 | New | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | Reduced | 2,097 | 520 | 0.03% | 0.03% | 1820 | -25 | -1.18% | Q1 2026 | Apr 28, 2026 |
| Valtrion Capital Management, LLC | History | No change | 2,097 | 520 | 0.49% | 0.51% | 1821 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 2,095 | 519 | 0.06% | 0.07% | 1823 | -396 | -15.9% | Q1 2026 | Apr 10, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 2,092 | 518 | 0.11% | 0.11% | 1824 | -75 | -3.46% | Q1 2026 | Apr 30, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 2,086 | 517 | 0.1% | 0.1% | 1826 | +75 | 3.73% | Q1 2026 | Apr 24, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 2,088 | 517 | 0.02% | 0.02% | 1825 | +16 | 0.77% | Q1 2026 | May 06, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 2,084 | 516 | 0.18% | 2.03% | 1827 | -20,282 | -90.68% | Q1 2026 | Apr 20, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 2,076 | 514 | 0.14% | 0.14% | 1828 | +745 | 55.97% | Q1 2026 | Apr 08, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 2,076 | 514 | 0.05% | 0.05% | 1829 | -65 | -3.04% | Q1 2026 | May 12, 2026 |
| KRS Capital Management, LLC | History | No change | 2,073 | 514 | 0.32% | 0.29% | 1830 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,065 | 512 | 0.19% | 0.17% | 1834 | +250 | 13.77% | Q1 2026 | Apr 15, 2026 |
| Fiduciary Group, LLC | History | Added to | 2,065 | 512 | 0.04% | 0.04% | 1832 | +240 | 13.15% | Q1 2026 | May 11, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 2,067 | 512 | 0.38% | 0.4% | 1835 | -175 | -7.81% | Q1 2026 | Apr 08, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Reduced | 2,068 | 512 | 0.3% | 0.3% | 1831 | -2 | -0.1% | Q1 2026 | May 13, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 2,066 | 512 | 0.18% | 0.18% | 1833 | +2 | 0.1% | Q1 2026 | Apr 08, 2026 |
| ABLE Financial Group, LLC | History | No change | 2,056 | 509 | 0.1% | 0.1% | 1836 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 2,052 | 508 | 0.15% | 0.16% | 1837 | -108 | -5.0% | Q1 2026 | Apr 20, 2026 |
| Saiph Capital, LLC | History | Added to | 2,049 | 508 | 0.19% | 0.17% | 1839 | +102 | 5.24% | Q1 2026 | May 12, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 2,050 | 508 | 0.15% | 0.17% | 1838 | +50 | 2.5% | Q1 2026 | Apr 21, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 2,047 | 507 | 0.08% | 0.09% | 1840 | -255 | -11.08% | Q1 2026 | May 01, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 2,043 | 506 | 0.03% | 0.03% | 1843 | +93 | 4.77% | Q1 2026 | Apr 29, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 2,044 | 506 | 0.02% | 0.02% | 1841 | +38 | 1.89% | Q1 2026 | Apr 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 2,043 | 506 | 0.01% | 0.01% | 1842 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 2,033 | 504 | 0.07% | — | 1844 | +2,033 | New | Q1 2026 | Apr 13, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 2,031 | 503 | 0.07% | 0.07% | 1845 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beacon Capital Management, LLC | History | Added to | 2,018 | 500 | 0.09% | 0.06% | 1847 | +356 | 21.42% | Q1 2026 | May 11, 2026 |
| Costello Asset Management, INC | History | Reduced | 2,017 | 500 | 0.17% | 0.17% | 1846 | -20 | -0.98% | Q1 2026 | Apr 30, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 2,016 | 500 | 0.39% | 0.4% | 1848 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Life Planners | History | Added to | 2,014 | 499 | 0.38% | 0.31% | 1849 | +262 | 14.95% | Q1 2026 | Apr 24, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 2,011 | 498 | 0.07% | 0.11% | 1850 | -1,133 | -36.04% | Q1 2026 | Apr 24, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 2,006 | 497 | 0.18% | 0.22% | 1851 | -14 | -0.69% | Q1 2026 | Apr 22, 2026 |
| INTERCAPITAL, LLC | History | New | 2,000 | 496 | 0.17% | — | 1853 | +2,000 | New | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 2,000 | 496 | 0.04% | 0.05% | 1852 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 1,999 | 495 | 0.27% | 0.27% | 1854 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 1,995 | 494 | 0.14% | 0.14% | 1855 | -4 | -0.2% | Q1 2026 | Apr 15, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 1,990 | 493 | 0.12% | 0.12% | 1856 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 1,990 | 493 | 0.17% | 0.19% | 1857 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 1,767 | 493 | 0.21% | 0.22% | 1858 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Denver PWM, LLC | History | Added to | 1,731 | 492 | 0.17% | 0.12% | 1859 | +70 | 4.21% | Q1 2026 | May 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 1,984 | 492 | 0.16% | 0.16% | 1860 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 1,979 | 490 | 0.36% | 0.31% | 1863 | +287 | 16.96% | Q1 2026 | May 05, 2026 |
| Moment Partners, LLC | History | Added to | 1,978 | 490 | 0.09% | 0.1% | 1862 | +2 | 0.1% | Q1 2026 | May 04, 2026 |
| Stegner Investment Associates Inc. | History | No change | 1,977 | 490 | 0.27% | 0.26% | 1861 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 1,975 | 489 | 0.35% | 0.34% | 1864 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,811 | 488 | 0.02% | 0.02% | 1865 | -92 | -4.83% | Q1 2026 | Apr 17, 2026 |
| Schusterman Interests, LLC | History | No change | 1,970 | 488 | 0.12% | 0.11% | 1866 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 1,956 | 485 | 0.35% | 0.35% | 1867 | +1 | 0.05% | Q1 2026 | May 07, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 1,939 | 480 | 0.34% | 0.33% | 1868 | -36 | -1.82% | Q1 2026 | May 14, 2026 |
| Pillsbury Lake Capital LLC | History | Reduced | 1,302 | 479 | 0.22% | 14.27% | 1870 | -164,598 | -99.22% | Q1 2026 | May 14, 2026 |
| Wealthquest Corp | History | No change | 1,948 | 479 | 0.04% | 0.04% | 1869 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Warner Group LLC | History | Added to | 1,931 | 478 | 0.31% | 0.28% | 1872 | +51 | 2.71% | Q1 2026 | Apr 29, 2026 |
| Pandora Wealth, Inc. | History | No change | 1,942 | 478 | 0.29% | 0.29% | 1871 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Select Advisors, LLC | History | Reduced | 1,924 | 477 | 0.3% | 0.45% | 1873 | -693 | -26.48% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,919 | 476 | 0.0% | — | 1876 | +1,919 | New | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 1,923 | 476 | 0.04% | 0.05% | 1874 | -277 | -12.59% | Q1 2026 | Apr 16, 2026 |
| Cannon Capital Management, Inc. | History | Reduced | 1,921 | 476 | 0.39% | 0.42% | 1875 | -2 | -0.1% | Q1 2026 | May 07, 2026 |
| Innova Wealth Partners | History | Added to | 1,918 | 475 | 0.22% | 0.21% | 1877 | +214 | 12.56% | Q1 2026 | Apr 24, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,930 | 475 | 0.19% | 0.19% | 1878 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 1,912 | 474 | 0.17% | 0.19% | 1880 | -209 | -9.85% | Q1 2026 | Apr 22, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 1,929 | 474 | 0.04% | 0.04% | 1882 | -48 | -2.43% | Q1 2026 | May 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 1,912 | 474 | 0.31% | 0.3% | 1879 | +31 | 1.65% | Q1 2026 | May 20, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,914 | 474 | 0.01% | 0.01% | 1881 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| waypoint wealth counsel | History | Reduced | 1,911 | 473 | 0.24% | 1.85% | 1883 | -18,636 | -90.7% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,906 | 472 | 0.06% | 0.06% | 1884 | +9 | 0.47% | Q1 2026 | May 12, 2026 |
| Synergy Financial Group, LTD | History | New | 1,900 | 471 | 0.35% | — | 1885 | +1,900 | New | Q1 2026 | May 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,903 | 468 | 0.71% | 0.71% | 1886 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sterling Investment Counsel, LLC | History | New | 1,884 | 467 | 0.13% | — | 1887 | +1,884 | New | Q1 2026 | Apr 16, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 2,927 | 465 | 0.15% | 0.07% | 1889 | +1,460 | 99.52% | Q1 2026 | Apr 23, 2026 |
| ROCKLAND TRUST CO | History | Added to | 1,877 | 465 | 0.02% | 0.01% | 1888 | +966 | 106.04% | Q1 2026 | Apr 16, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 1,872 | 464 | 0.14% | 0.13% | 1890 | +22 | 1.19% | Q1 2026 | Apr 20, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 1,871 | 464 | 0.03% | 0.03% | 1891 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 1,862 | 461 | 0.15% | 0.15% | 1892 | +15 | 0.81% | Q1 2026 | May 08, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 1,857 | 460 | 0.12% | 0.11% | 1893 | -1 | -0.05% | Q1 2026 | May 07, 2026 |
| Concord Wealth Partners | History | Added to | 1,846 | 457 | 0.06% | 0.06% | 1894 | +20 | 1.1% | Q1 2026 | May 01, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 18,408 | 456 | 0.27% | 0.25% | 1895 | +16,639 | 940.59% | Q1 2026 | May 11, 2026 |
| Narwhal Capital Management | History | Reduced | 1,833 | 454 | 0.03% | 0.05% | 1896 | -1,093 | -37.35% | Q1 2026 | Apr 23, 2026 |
| D.B. Root & Company, LLC | History | Added to | 1,832 | 454 | 0.11% | 0.1% | 1897 | +187 | 11.37% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 1,825 | 452 | 0.04% | — | 1899 | +1,825 | New | Q1 2026 | May 06, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 1,825 | 452 | 0.1% | 0.11% | 1898 | -9 | -0.49% | Q1 2026 | May 04, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 1,822 | 451 | 0.07% | 0.07% | 1900 | -70 | -3.7% | Q1 2026 | Apr 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 1,816 | 450 | 0.06% | 0.06% | 1902 | -72 | -3.81% | Q1 2026 | Apr 27, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,818 | 450 | 0.03% | 0.03% | 1901 | +14 | 0.78% | Q1 2026 | May 14, 2026 |
| Brown Financial Advisory | History | No change | 1,811 | 449 | 0.22% | 0.22% | 1903 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bedminster, LLC | History | Reduced | 1,808 | 448 | 0.42% | 0.42% | 1904 | -70 | -3.73% | Q1 2026 | Apr 24, 2026 |
| Geneva Partners, LLC | History | Reduced | 1,806 | 447 | 0.21% | 0.16% | 1905 | -73 | -3.89% | Q1 2026 | Apr 29, 2026 |
| FLC Capital Advisors | History | No change | 1,805 | 447 | 0.08% | 0.08% | 1906 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quent Capital, LLC | History | No change | 1,798 | 445 | 0.03% | 0.03% | 1907 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GERBER, LLC | History | Added to | 1,793 | 444 | 0.25% | 0.15% | 1909 | +696 | 63.45% | Q1 2026 | Apr 22, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,794 | 444 | 0.09% | 0.09% | 1908 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 1,790 | 443 | 0.0% | — | 1911 | +1,790 | New | Q1 2026 | May 15, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 1,790 | 443 | 0.02% | 0.02% | 1910 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 1,775 | 440 | 0.03% | 0.05% | 1912 | -383 | -17.75% | Q1 2026 | May 13, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,777 | 440 | 0.03% | 0.03% | 1913 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TrustBank | History | No change | 1,775 | 440 | 0.17% | 0.18% | 1914 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | Reduced | 1,773 | 439 | 0.03% | 0.04% | 1916 | -444 | -20.03% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,771 | 439 | 0.02% | 0.02% | 1915 | +1 | 0.06% | Q1 2026 | Apr 21, 2026 |
| MASECO LLP | History | New | 1,768 | 438 | 0.01% | — | 1918 | +1,768 | New | Q1 2026 | Apr 21, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 1,767 | 438 | 0.04% | 0.04% | 1917 | +3 | 0.17% | Q1 2026 | May 04, 2026 |
| BANK OF HAWAII | History | Reduced | 1,763 | 437 | 0.02% | 0.02% | 1919 | -47 | -2.6% | Q1 2026 | May 14, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 1,771 | 436 | 0.31% | 0.55% | 1920 | -1,639 | -48.06% | Q1 2026 | Apr 16, 2026 |
| Tradewinds, LLC. | History | Reduced | 1,561 | 435 | 0.14% | 0.1% | 1921 | -129 | -7.63% | Q1 2026 | May 04, 2026 |
| Flagstone Financial Management | History | No change | 1,758 | 435 | 0.11% | 0.11% | 1922 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Catalina Capital Group, LLC | History | New | 1,750 | 434 | 0.26% | — | 1929 | +1,750 | New | Q1 2026 | Apr 23, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 1,751 | 434 | 0.22% | 0.34% | 1926 | -1,533 | -46.68% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 1,754 | 434 | 0.09% | 0.11% | 1927 | -262 | -13.0% | Q1 2026 | May 01, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 1,751 | 434 | 0.07% | 0.07% | 1923 | +103 | 6.25% | Q1 2026 | May 06, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 1,753 | 434 | 0.34% | 0.35% | 1928 | -13 | -0.74% | Q1 2026 | Apr 07, 2026 |
| Heritage Financial Services, LLC | History | No change | 1,766 | 434 | 0.04% | 0.04% | 1924 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Red Door Wealth Management, LLC | History | No change | 1,753 | 434 | 0.05% | 0.04% | 1925 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 1,744 | 432 | 0.03% | 0.03% | 1930 | -14 | -0.8% | Q1 2026 | May 12, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 1,739 | 431 | 0.12% | 0.12% | 1931 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 1,737 | 430 | 0.17% | 0.19% | 1933 | -160 | -8.43% | Q1 2026 | May 11, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 1,735 | 430 | 0.15% | 0.15% | 1934 | -26 | -1.48% | Q1 2026 | Apr 21, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,735 | 430 | 0.06% | 0.06% | 1932 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,727 | 428 | 0.27% | 0.32% | 1937 | -387 | -18.31% | Q1 2026 | Apr 23, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 1,727 | 428 | 0.04% | 0.04% | 1936 | +53 | 3.17% | Q1 2026 | Apr 10, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 1,726 | 428 | 0.13% | 0.13% | 1935 | +43 | 2.55% | Q1 2026 | Apr 06, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 1,725 | 427 | 0.2% | 0.19% | 1938 | +11 | 0.64% | Q1 2026 | Apr 27, 2026 |
| Talon Private Wealth, LLC | History | New | 1,718 | 426 | 0.06% | — | 1940 | +1,718 | New | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 1,720 | 426 | 0.04% | 0.04% | 1939 | -37 | -2.11% | Q1 2026 | Apr 24, 2026 |
| Dougherty Wealth Advisers LLC | History | No change | 1,716 | 425 | 0.27% | 0.24% | 1941 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Detalus Advisors, LLC | History | No change | 1,715 | 425 | 0.1% | 0.1% | 1942 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Seelaus Asset Management LLC | History | Added to | 1,711 | 424 | 0.31% | 0.28% | 1943 | +250 | 17.11% | Q1 2026 | Apr 29, 2026 |
| Thayer Partners, LLC / MA | History | Reduced | 1,709 | 423 | 0.2% | 0.24% | 1944 | -262 | -13.29% | Q1 2026 | May 05, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,702 | 422 | 0.01% | 0.01% | 1945 | +47 | 2.84% | Q1 2026 | May 11, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 1,694 | 422 | 0.08% | 0.07% | 1946 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 1,694 | 420 | 0.31% | 0.4% | 1949 | -510 | -23.14% | Q1 2026 | May 08, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1,695 | 420 | 0.22% | 0.22% | 1947 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 1,695 | 420 | 0.03% | 0.03% | 1948 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Walsh & Associates, LLC | History | No change | 1,695 | 420 | 0.42% | 0.41% | 1950 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,689 | 418 | 0.01% | 0.01% | 1951 | +82 | 5.1% | Q1 2026 | Apr 22, 2026 |
| North Capital, Inc. | History | No change | 1,687 | 418 | 0.35% | 0.36% | 1952 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 1,685 | 417 | 0.1% | 0.1% | 1953 | -14 | -0.82% | Q1 2026 | Apr 23, 2026 |
| KilterHowling LLC | History | Added to | 1,679 | 416 | 0.21% | 0.2% | 1954 | +94 | 5.93% | Q1 2026 | May 12, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 1,673 | 414 | 0.02% | 0.01% | 1955 | +54 | 3.34% | Q1 2026 | May 12, 2026 |
| ADVOCATE GROUP LLC | History | Reduced | 1,668 | 413 | 0.06% | 0.07% | 1957 | -48 | -2.8% | Q1 2026 | Apr 13, 2026 |
| Xcel Wealth Management, LLC | History | Reduced | 1,668 | 413 | 0.11% | 0.1% | 1956 | -3 | -0.18% | Q1 2026 | Apr 21, 2026 |
| Pflug Koory, LLC | History | No change | 1,665 | 412 | 0.19% | 0.19% | 1958 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 4,908 | 411 | 0.03% | 0.07% | 1960 | +607 | 14.11% | Q1 2026 | May 07, 2026 |
| S.A. Mason LLC | History | No change | 1,660 | 411 | 0.15% | 0.16% | 1959 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Zullo Investment Group, Inc. | History | Reduced | 1,653 | 410 | 0.16% | 0.16% | 1961 | -74 | -4.28% | Q1 2026 | Apr 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,650 | 409 | 0.03% | 0.03% | 1963 | -376 | -18.56% | Q1 2026 | Apr 16, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 1,649 | 409 | 0.03% | 0.03% | 1962 | -5 | -0.3% | Q1 2026 | May 07, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 1,646 | 408 | 0.02% | 0.02% | 1964 | -27 | -1.61% | Q1 2026 | Apr 27, 2026 |
| Inlet Private Wealth, LLC | History | No change | 1,649 | 408 | 0.1% | 0.09% | 1965 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gallacher Capital Management LLC | History | Added to | 1,639 | 406 | 0.16% | 0.14% | 1966 | +134 | 8.9% | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | Added to | 1,640 | 406 | 0.06% | 0.06% | 1967 | +52 | 3.27% | Q1 2026 | Apr 22, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 1,646 | 405 | 0.86% | 0.86% | 1968 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Legend Capital Advisors LLC | History | No change | 1,637 | 405 | 0.25% | 0.22% | 1969 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 1,629 | 403 | 0.22% | 1.04% | 1972 | -6,168 | -79.11% | Q1 2026 | Apr 28, 2026 |
| ENTREWEALTH, LLC | History | Added to | 1,625 | 403 | 0.18% | 0.17% | 1973 | +200 | 14.04% | Q1 2026 | May 14, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 1,629 | 403 | 0.07% | 0.07% | 1971 | -3 | -0.18% | Q1 2026 | May 05, 2026 |
| Truepoint, Inc. | History | No change | 1,629 | 403 | 0.01% | 0.01% | 1970 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 1,623 | 402 | 0.17% | 0.18% | 1974 | -268 | -14.17% | Q1 2026 | Apr 22, 2026 |
| Investmark Advisory Group LLC | History | Added to | 1,623 | 402 | 0.17% | 0.17% | 1975 | +1 | 0.06% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 1,630 | 401 | 0.03% | 0.03% | 1976 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,614 | 400 | 0.0% | — | 1980 | +1,614 | New | Q1 2026 | May 13, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 1,613 | 400 | 0.02% | 0.02% | 1977 | +7 | 0.44% | Q1 2026 | Apr 29, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 1,615 | 400 | 0.03% | 0.03% | 1978 | -4 | -0.25% | Q1 2026 | Apr 22, 2026 |
| Tenon Financial LLC | History | No change | 1,614 | 400 | 0.16% | 0.17% | 1979 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 1,609 | 399 | 0.05% | 0.04% | 1982 | +31 | 1.96% | Q1 2026 | May 01, 2026 |
| Harrington Investments, INC | History | No change | 1,610 | 399 | 0.21% | 0.2% | 1981 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sentinel Advisory Group, LLC | History | New | 1,605 | 398 | 0.19% | — | 1983 | +1,605 | New | Q1 2026 | May 14, 2026 |
| Nicollet Investment Management, Inc. | History | No change | 1,599 | 397 | 0.14% | 0.12% | 1984 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Reduced | 1,600 | 396 | 0.1% | 0.12% | 1985 | -500 | -23.81% | Q1 2026 | May 11, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,599 | 396 | 0.05% | 0.05% | 1986 | +148 | 10.2% | Q1 2026 | Apr 28, 2026 |
| McMillan Office, Inc. | History | No change | 1,600 | 396 | 0.05% | 0.05% | 1987 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 1,595 | 395 | 0.11% | 0.09% | 1988 | +639 | 66.84% | Q1 2026 | Apr 29, 2026 |
| Midwest Financial Group LLC | History | Reduced | 1,596 | 395 | 0.17% | 0.18% | 1989 | -52 | -3.16% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 1,590 | 394 | 0.18% | 0.18% | 1990 | +3 | 0.19% | Q1 2026 | Apr 15, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 1,586 | 393 | 0.31% | 0.53% | 1994 | -1,141 | -41.84% | Q1 2026 | May 05, 2026 |
| Team Hewins, LLC | History | Added to | 1,588 | 393 | 0.12% | 0.07% | 1993 | +733 | 85.73% | Q1 2026 | Apr 30, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 1,588 | 393 | 0.09% | 0.08% | 1992 | +298 | 23.1% | Q1 2026 | Apr 20, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 1,588 | 393 | 0.05% | 0.05% | 1991 | -147 | -8.47% | Q1 2026 | Apr 08, 2026 |
| Plan A Wealth LLC | History | No change | 1,583 | 392 | 0.19% | 0.19% | 1995 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 1,573 | 390 | 0.05% | 0.4% | 1996 | -10,344 | -86.8% | Q1 2026 | May 15, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 1,573 | 390 | 0.17% | 0.19% | 1999 | -95 | -5.7% | Q1 2026 | May 04, 2026 |
| BOS Asset Management, LLC | History | No change | 1,574 | 390 | 0.1% | 0.1% | 1997 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Exchange Bank | History | No change | 1,576 | 390 | 0.27% | 0.27% | 1998 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 1,570 | 389 | 0.12% | 0.07% | 2002 | +220 | 16.3% | Q1 2026 | May 12, 2026 |