iSHARES TRUST - IWN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,123,638 | 1,160,980 | 0.08% | 0.1% | 1 | -1,753,511 | -22.26% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,360,341 | 826,677 | 0.05% | 0.05% | 2 | +90,615 | 2.12% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,144,797 | 406,632 | 0.11% | 0.12% | 3 | -38,323 | -1.76% | Q1 2026 | May 04, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,545,718 | 285,679 | 2.18% | — | 4 | +1,545,718 | New | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,273,529 | 241,448 | 1.46% | 1.38% | 5 | +27,187 | 2.18% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,200,694 | 227,639 | 0.88% | — | 6 | +1,200,694 | New | Q1 2026 | May 12, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 1,108,920 | 210,240 | 2.11% | 1.96% | 7 | +2,550 | 0.23% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,100,598 | 208,662 | 0.12% | 0.11% | 8 | -12,477 | -1.12% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 1,062,477 | 201,434 | 0.05% | 0.05% | 9 | -40,159 | -3.64% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 1,016,792 | 192,773 | 0.66% | 0.59% | 10 | -1,213 | -0.12% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 876,818 | 166,235 | 0.03% | 0.03% | 11 | -139,946 | -13.76% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 859,009 | 162,859 | 0.09% | 0.0% | 12 | +813,425 | 1784.45% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 839,340 | 159,130 | 0.02% | 0.02% | 13 | +33,477 | 4.15% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 793,547 | 150,448 | 0.21% | 0.19% | 14 | +915 | 0.12% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 727,598 | 137,945 | 0.02% | 0.02% | 15 | +15,489 | 2.18% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 672,519 | 127,503 | 0.24% | 0.24% | 16 | -23,358 | -3.36% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 644,789 | 122,245 | 2.6% | 2.43% | 17 | +9,139 | 1.44% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 607,703 | 115,214 | 0.02% | 0.01% | 18 | -17,467 | -2.79% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 553,944 | 105,024 | 0.02% | 0.02% | 19 | +20,655 | 3.87% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 464,365 | 85,824 | 0.01% | 0.0% | 20 | +24,897 | 5.67% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 448,003 | 84,936 | 0.03% | 0.02% | 21 | +9,300 | 2.12% | Q1 2026 | May 14, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 428,929 | 81,320 | 9.34% | 8.07% | 22 | -3,378 | -0.78% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Added to | 414,852 | 78,651 | 0.31% | 0.28% | 23 | +17,894 | 4.51% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 390,279 | 73,992 | 1.47% | 1.28% | 24 | +3,587 | 0.93% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Reduced | 339,189 | 64,306 | 0.07% | 0.07% | 25 | -1,701 | -0.5% | Q1 2026 | May 14, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 321,684 | 60,988 | 1.36% | 1.29% | 26 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Reduced | 321,635 | 60,978 | 0.3% | 0.33% | 27 | -6,384 | -1.95% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 301,348 | 56,202 | 0.03% | 0.03% | 28 | +24,604 | 8.89% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 284,106 | 53,863 | 0.01% | 0.01% | 29 | +78,327 | 38.06% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 270,318 | 51,398 | 0.01% | 0.01% | 30 | +7,770 | 2.96% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 257,968 | 48,912 | 0.05% | 0.05% | 31 | -10,649 | -3.96% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 257,584 | 48,835 | 0.28% | 0.27% | 32 | -842 | -0.33% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 250,563 | 47,504 | 0.05% | 0.05% | 33 | -22,172 | -8.13% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 243,933 | 46,246 | 0.57% | 0.57% | 34 | -357 | -0.15% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Reduced | 237,810 | 45,086 | 0.98% | 1.04% | 35 | -5,917 | -2.43% | Q1 2026 | May 04, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 237,549 | 45,036 | 2.87% | 2.9% | 36 | -1,982 | -0.83% | Q1 2026 | Apr 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 233,132 | 44,216 | 0.13% | 0.23% | 37 | -236,312 | -50.34% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Management LLC | History | No change | 230,481 | 43,696 | 1.45% | 1.26% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 211,095 | 40,570 | 0.08% | 0.06% | 39 | -34,714 | -14.12% | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 212,189 | 40,228 | 0.07% | 0.07% | 40 | -69,135 | -24.57% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 199,452 | 38,472 | 0.43% | 0.41% | 41 | -2,514 | -1.24% | Q1 2026 | Apr 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 202,770 | 38,443 | 0.05% | 0.05% | 42 | -5,824 | -2.79% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 199,558 | 37,834 | 0.07% | 0.06% | 43 | +4,654 | 2.39% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 189,169 | 35,864 | 0.06% | 0.06% | 44 | -30,623 | -13.93% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 182,001 | 34,505 | 0.06% | 0.05% | 45 | +97,720 | 115.95% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 177,073 | 33,571 | 0.0% | 0.0% | 46 | +25,081 | 16.5% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 175,722 | 33,315 | 0.04% | 0.03% | 47 | +11,129 | 6.76% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 166,686 | 31,601 | 1.23% | 1.48% | 48 | -40,228 | -19.44% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Reduced | 159,270 | 30,122 | 0.04% | 0.04% | 49 | -8,974 | -5.33% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 154,386 | 29,270 | 1.64% | 1.55% | 50 | +2,398 | 1.58% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 154,164 | 29,227 | 0.01% | 0.01% | 51 | -6,773 | -4.21% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 147,543 | 27,972 | 0.4% | 0.41% | 52 | +5,808 | 4.1% | Q1 2026 | Apr 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 143,250 | 27,158 | 0.22% | 0.23% | 53 | -12,294 | -7.9% | Q1 2026 | May 01, 2026 |
| WoodTrust Financial Corp | History | Reduced | 142,405 | 26,999 | 3.48% | 3.34% | 54 | -15,470 | -9.8% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 140,851 | 26,703 | 0.04% | 0.03% | 55 | -553 | -0.39% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Added to | 139,387 | 26,426 | 0.0% | 0.0% | 56 | +8,045 | 6.13% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 136,382 | 25,856 | 0.0% | 0.01% | 57 | -32,210 | -19.11% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 136,078 | 25,799 | 0.01% | 0.04% | 58 | -310,573 | -69.53% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 131,969 | 25,020 | 0.0% | 0.0% | 59 | +24,597 | 22.91% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 131,835 | 24,994 | 0.03% | 0.03% | 60 | -3,335 | -2.47% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 131,591 | 24,948 | 0.0% | 0.0% | 61 | +29,504 | 28.9% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 130,686 | 24,776 | 0.3% | 0.28% | 62 | -2,285 | -1.72% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 130,465 | 24,740 | 0.04% | 0.03% | 63 | +9,389 | 7.75% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 125,709 | 23,833 | 0.1% | 0.09% | 64 | -1,613 | -1.27% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 115,483 | 21,895 | 0.01% | 0.01% | 65 | -38,985 | -25.24% | Q1 2026 | May 04, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 115,437 | 21,885 | 7.54% | 7.12% | 66 | +1,289 | 1.13% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 113,534 | 21,485 | 0.61% | 0.6% | 67 | -886 | -0.77% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 112,917 | 21,407 | 0.01% | 0.01% | 68 | -20,193 | -15.17% | Q1 2026 | May 18, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 110,561 | 21,326 | 0.44% | 0.44% | 69 | -3,131 | -2.75% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 110,499 | 20,946 | 0.04% | 0.04% | 70 | -2,871 | -2.53% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 109,273 | 20,717 | 0.01% | 0.01% | 71 | -14,062 | -11.4% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 108,564 | 20,161 | 0.03% | 0.03% | 72 | -37,304 | -25.57% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 104,854 | 19,879 | 0.03% | 0.03% | 73 | -10,536 | -9.13% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 106,952 | 19,380 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Zhang Financial LLC | History | Reduced | 99,252 | 18,817 | 0.65% | 0.68% | 75 | -703 | -0.7% | Q1 2026 | May 06, 2026 |
| Elite Financial, Inc. | History | Added to | 96,411 | 18,278 | 8.19% | 7.94% | 76 | +87 | 0.09% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 95,660 | 18,136 | 0.01% | 0.02% | 77 | -100,520 | -51.24% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 94,085 | 17,838 | 0.56% | 0.18% | 78 | +63,470 | 207.32% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 92,497 | 17,537 | 0.13% | 0.13% | 79 | +96 | 0.1% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 91,585 | 17,363 | 0.03% | 0.03% | 80 | +2,012 | 2.25% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 91,271 | 17,304 | 0.13% | 0.26% | 81 | -119,430 | -56.68% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 90,807 | 17,216 | 0.02% | 0.0% | 82 | +88,665 | 4139.36% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 89,487 | 16,965 | 0.01% | 0.01% | 83 | +1,952 | 2.23% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 92,508 | 16,763 | 0.01% | 0.01% | 84 | -3,449 | -3.59% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 88,309 | 16,742 | 0.2% | 0.18% | 85 | -868 | -0.97% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 84,756 | 16,068 | 0.08% | 0.09% | 86 | -249 | -0.29% | Q1 2026 | May 04, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 83,735 | 15,875 | 0.28% | 0.28% | 87 | -6,824 | -7.54% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 81,688 | 15,487 | 0.08% | 0.08% | 88 | +20,543 | 33.6% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 79,883 | 15,145 | 0.43% | 0.43% | 89 | -2,532 | -3.07% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 79,742 | 15,118 | 0.11% | 0.12% | 90 | -371 | -0.46% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 76,402 | 14,485 | 0.0% | 0.0% | 91 | +29,654 | 63.43% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 76,058 | 14,419 | 0.04% | 0.03% | 92 | +17,879 | 30.73% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 75,947 | 14,398 | 0.11% | 0.11% | 93 | -1,533 | -1.98% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 73,836 | 13,998 | 0.0% | 0.0% | 94 | +19,661 | 36.29% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 71,528 | 13,560 | 0.1% | 0.1% | 95 | -789 | -1.09% | Q1 2026 | May 12, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 70,605 | 13,386 | 5.42% | 5.49% | 96 | +275 | 0.39% | Q1 2026 | Apr 28, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 69,913 | 13,254 | 0.04% | 0.09% | 97 | -79,837 | -53.31% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 68,975 | 13,076 | 0.01% | 0.01% | 98 | +32,478 | 88.99% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 68,799 | 13,048 | 0.01% | 0.01% | 99 | -7,247 | -9.53% | Q1 2026 | May 12, 2026 |
| Strategic Equity Management | History | New | 68,553 | 12,997 | 4.89% | — | 100 | +68,553 | New | Q1 2026 | Apr 21, 2026 |
| BAILARD, INC. | History | Reduced | 67,723 | 12,839 | 0.3% | 0.28% | 101 | -1,442 | -2.08% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 66,970 | 12,696 | 0.77% | 1.2% | 102 | -2,681,385 | -97.56% | Q1 2026 | May 12, 2026 |
| ARIEL INVESTMENTS, LLC | History | Added to | 65,455 | 12,409 | 0.14% | 0.07% | 103 | +32,136 | 96.45% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 65,114 | 12,345 | 0.01% | 0.01% | 104 | +957 | 1.49% | Q1 2026 | May 07, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Added to | 62,635 | 11,874 | 0.74% | 0.51% | 105 | +9,635 | 18.18% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 61,728 | 11,703 | 0.3% | 0.06% | 106 | +48,445 | 364.71% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 60,964 | 11,558 | 0.05% | 0.04% | 107 | +7,458 | 13.94% | Q1 2026 | May 15, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 60,923 | 11,550 | 4.26% | 4.01% | 108 | -307 | -0.5% | Q1 2026 | Apr 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 60,099 | 11,394 | 0.9% | 0.82% | 109 | -365 | -0.6% | Q1 2026 | Apr 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 59,173 | 11,218 | 0.14% | 0.12% | 110 | +5,879 | 11.03% | Q1 2026 | Apr 28, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 60,548 | 11,191 | 6.56% | 6.19% | 111 | -1,579 | -2.54% | Q1 2026 | Apr 01, 2026 |
| FIRST HORIZON CORP | History | Added to | 58,451 | 11,081 | 0.46% | 0.44% | 112 | +3,773 | 6.9% | Q1 2026 | Apr 30, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 56,530 | 10,717 | 0.53% | 0.53% | 113 | -1,256 | -2.17% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 56,411 | 10,693 | 0.11% | 0.13% | 114 | -3,174 | -5.33% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 56,346 | 10,682 | 0.05% | 0.05% | 115 | -1,784 | -3.07% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 55,444 | 10,515 | 0.37% | 0.11% | 116 | +37,229 | 204.39% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 54,781 | 10,385 | 0.03% | 0.03% | 117 | +81 | 0.15% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 54,460 | 10,325 | 0.04% | 0.04% | 118 | -3,531 | -6.09% | Q1 2026 | Apr 24, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 54,177 | 10,271 | 0.01% | 0.0% | 119 | +43,603 | 412.36% | Q1 2026 | May 15, 2026 |
| Corundum Group, Inc. | History | Reduced | 53,508 | 10,144 | 3.39% | 3.28% | 120 | -361 | -0.67% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 53,328 | 10,110 | 0.04% | 0.04% | 121 | -881 | -1.63% | Q1 2026 | Apr 30, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 53,247 | 10,095 | 1.24% | 1.23% | 122 | -2,169 | -3.91% | Q1 2026 | Apr 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 55,496 | 10,056 | 0.06% | 0.03% | 123 | +31,577 | 132.02% | Q1 2026 | May 15, 2026 |
| Navigation Group, LLC | History | New | 52,684 | 9,988 | 2.34% | — | 124 | +52,684 | New | Q1 2026 | May 05, 2026 |
| Marion Wealth Management | History | Reduced | 52,080 | 9,873 | 2.19% | 2.29% | 125 | -716 | -1.36% | Q1 2026 | May 12, 2026 |
| Royal Fund Management, LLC | History | New | 39,407 | 9,804 | 0.93% | — | 126 | +39,407 | New | Q1 2026 | May 19, 2026 |
| CIBC Bancorp USA Inc. | History | New | 51,196 | 9,706 | 0.01% | — | 127 | +51,196 | New | Q1 2026 | May 12, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | New | 50,500 | 9,574 | 1.21% | — | 128 | +50,500 | New | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 52,470 | 9,508 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 49,596 | 9,402 | 0.29% | 0.01% | 130 | +48,506 | 4450.09% | Q1 2026 | May 15, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 48,249 | 9,147 | 4.27% | 3.73% | 131 | +683 | 1.44% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 47,166 | 8,942 | 0.06% | 0.06% | 132 | +126 | 0.27% | Q1 2026 | Apr 27, 2026 |
| Idaho Trust Co | History | Added to | 44,796 | 8,492 | 2.76% | 2.01% | 133 | +11,275 | 33.64% | Q1 2026 | May 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 43,595 | 8,265 | 0.11% | 0.1% | 134 | -944 | -2.12% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 43,400 | 8,228 | 0.0% | 0.0% | 135 | +42,500 | 4722.22% | Q1 2026 | May 04, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 39,181 | 8,139 | 1.35% | 0.57% | 136 | +21,692 | 124.03% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 39,181 | 8,049 | 0.14% | 0.13% | 137 | +582 | 1.51% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 42,210 | 8,002 | 0.01% | 0.01% | 138 | +1,873 | 4.64% | Q1 2026 | May 15, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 41,123 | 7,796 | 1.66% | 1.49% | 139 | +4,802 | 13.22% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | New | 41,106 | 7,793 | 0.18% | — | 140 | +41,106 | New | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 40,389 | 7,657 | 0.04% | 0.04% | 141 | +1,243 | 3.18% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Reduced | 39,792 | 7,544 | 0.21% | 0.23% | 142 | -1,501 | -3.63% | Q1 2026 | May 12, 2026 |
| LWM ADVISORS INC | History | Added to | 38,781 | 7,352 | 6.38% | 6.08% | 143 | +622 | 1.63% | Q1 2026 | Apr 10, 2026 |
| United Asset Strategies, Inc. | History | Added to | 38,671 | 7,331 | 0.58% | 0.54% | 144 | +56 | 0.15% | Q1 2026 | Apr 29, 2026 |
| OFS Enterprise LLC | History | New | 38,307 | 7,262 | 2.13% | — | 145 | +38,307 | New | Q1 2026 | Apr 09, 2026 |
| Boston Partners | History | Reduced | 37,825 | 7,173 | 0.01% | 0.01% | 146 | -27,284 | -41.91% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 37,426 | 7,095 | 0.07% | 0.04% | 147 | +15,764 | 72.77% | Q1 2026 | May 12, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 36,972 | 7,009 | 4.74% | 4.46% | 148 | -351 | -0.94% | Q1 2026 | May 04, 2026 |
| MONEYWISE, INC. | History | New | 36,154 | 6,854 | 2.99% | — | 149 | +36,154 | New | Q1 2026 | Apr 27, 2026 |
| Oldfather Financial Services, LLC | History | No change | 37,564 | 6,806 | 2.03% | 2.03% | 150 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 37,480 | 6,791 | 1.33% | 1.33% | 151 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 35,817 | 6,790 | 0.01% | 0.01% | 152 | +1,095 | 3.15% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 35,656 | 6,760 | 0.03% | 0.02% | 153 | -6,303 | -15.02% | Q1 2026 | May 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 35,235 | 6,680 | 1.75% | 1.63% | 154 | +942 | 2.75% | Q1 2026 | May 01, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 35,146 | 6,663 | 0.1% | 0.11% | 155 | -7,872 | -18.3% | Q1 2026 | May 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 34,823 | 6,602 | 0.1% | 0.12% | 156 | +2,284 | 7.02% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 34,791 | 6,596 | 0.08% | 0.15% | 157 | -21,706 | -38.42% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 34,460 | 6,533 | 0.42% | 1.16% | 158 | -104,081 | -75.13% | Q1 2026 | May 08, 2026 |
| Independent Family Office, LLC | History | Reduced | 34,403 | 6,522 | 2.68% | 2.62% | 159 | -194 | -0.56% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 33,553 | 6,361 | 0.12% | 0.06% | 160 | +14,844 | 79.34% | Q1 2026 | Apr 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 32,939 | 6,245 | 0.21% | 0.2% | 161 | -215 | -0.65% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 32,249 | 6,130 | 0.02% | 0.06% | 162 | -22,618 | -41.22% | Q1 2026 | May 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 32,199 | 6,104 | 0.0% | 0.01% | 163 | -22,616 | -41.26% | Q1 2026 | May 11, 2026 |
| XML Financial, LLC | History | Reduced | 32,086 | 6,083 | 0.49% | 0.48% | 164 | -107 | -0.33% | Q1 2026 | Apr 16, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 31,936 | 6,054 | 0.46% | 0.46% | 165 | +259 | 0.82% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Added to | 30,822 | 5,843 | 0.07% | 0.06% | 166 | +774 | 2.58% | Q1 2026 | Apr 16, 2026 |
| Brooklyn FI, LLC | History | Reduced | 30,761 | 5,831 | 1.23% | 1.25% | 167 | -1,438 | -4.47% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 30,585 | 5,798 | 0.16% | 0.16% | 168 | -1,530 | -4.76% | Q1 2026 | May 04, 2026 |
| Facet Wealth, Inc. | History | Reduced | 30,277 | 5,740 | 0.1% | 0.12% | 169 | -5,224 | -14.72% | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 30,083 | 5,703 | 0.06% | 0.05% | 170 | +4,239 | 16.4% | Q1 2026 | May 13, 2026 |
| McLean Asset Management Corp | History | Reduced | 29,699 | 5,630 | 0.99% | 1.03% | 171 | -51 | -0.17% | Q1 2026 | Apr 22, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 30,911 | 5,601 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 28,800 | 5,460 | 3.36% | 3.36% | 173 | +876 | 3.14% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 28,796 | 5,459 | 0.02% | 0.01% | 174 | -4,402 | -13.26% | Q1 2026 | May 04, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 28,684 | 5,438 | 0.52% | 0.5% | 175 | +72 | 0.25% | Q1 2026 | May 13, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 28,273 | 5,360 | 0.02% | 0.0% | 176 | +26,651 | 1643.09% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 28,230 | 5,352 | 1.29% | 1.26% | 177 | +1,596 | 5.99% | Q1 2026 | Apr 24, 2026 |
| MidFirst Bank | History | Reduced | 28,227 | 5,351 | 0.44% | 0.42% | 178 | -1,080 | -3.69% | Q1 2026 | May 15, 2026 |
| InvesTrust | History | Added to | 28,204 | 5,347 | 2.25% | 1.97% | 179 | +82 | 0.29% | Q1 2026 | Apr 07, 2026 |
| WESBANCO BANK INC | History | Reduced | 27,363 | 5,187 | 0.14% | 0.14% | 180 | -1,000 | -3.53% | Q1 2026 | Apr 21, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 27,155 | 5,148 | 0.32% | 0.45% | 181 | -18,478 | -40.49% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 26,855 | 5,091 | 0.27% | 0.27% | 182 | -285 | -1.05% | Q1 2026 | May 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 26,281 | 4,982 | 0.07% | 0.07% | 183 | -59 | -0.22% | Q1 2026 | May 12, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 26,165 | 4,960 | 3.97% | 3.96% | 184 | -187 | -0.71% | Q1 2026 | May 04, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 25,728 | 4,877 | 4.65% | 3.63% | 185 | +5,181 | 25.22% | Q1 2026 | May 04, 2026 |
| Noble Family Wealth, LLC | History | No change | 25,703 | 4,873 | 1.01% | 0.98% | 186 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 25,508 | 4,836 | 0.01% | 0.02% | 187 | -5,610 | -18.03% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,813 | 4,704 | 0.01% | 0.01% | 188 | -397 | -1.57% | Q1 2026 | Apr 30, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 24,627 | 4,668 | 1.48% | 1.39% | 189 | +53 | 0.22% | Q1 2026 | Apr 27, 2026 |
| BOKF, NA | History | Reduced | 23,258 | 4,409 | 0.07% | 0.08% | 190 | -4,734 | -16.91% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 24,219 | 4,388 | 0.08% | 0.08% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 23,060 | 4,371 | 0.07% | 0.08% | 192 | -306 | -1.31% | Q1 2026 | May 18, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 22,926 | 4,346 | 0.91% | 0.83% | 193 | +1,986 | 9.48% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 22,886 | 4,338 | 3.7% | 3.86% | 195 | +722 | 3.26% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 22,885 | 4,338 | 0.33% | 0.31% | 194 | +242 | 1.07% | Q1 2026 | May 13, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 22,778 | 4,318 | 3.35% | 3.35% | 196 | +109 | 0.48% | Q1 2026 | Apr 07, 2026 |
| CITY HOLDING CO | History | Reduced | 22,370 | 4,241 | 0.53% | 0.51% | 197 | -510 | -2.23% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 21,605 | 4,096 | 0.02% | 0.02% | 198 | -2,161 | -9.09% | Q1 2026 | Apr 24, 2026 |
| Bare Financial Services, Inc | History | Reduced | 21,335 | 4,044 | 1.07% | 1.12% | 199 | -803 | -3.63% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 20,676 | 3,919 | 0.59% | 0.59% | 200 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 20,507 | 3,887 | 0.05% | 0.08% | 201 | -14,500 | -41.42% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 20,476 | 3,882 | 0.01% | 0.01% | 202 | +3,943 | 23.85% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,285 | 3,869 | 0.04% | 0.02% | 203 | +7,928 | 64.16% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 20,403 | 3,868 | 0.09% | 0.08% | 204 | +2,340 | 12.95% | Q1 2026 | May 04, 2026 |
| Atlas Brown,Inc. | History | Reduced | 20,081 | 3,807 | 1.15% | 1.09% | 205 | -176 | -0.87% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,929 | 3,778 | 0.05% | 0.04% | 206 | +2,303 | 13.07% | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 19,900 | 3,772 | 0.4% | 0.07% | 207 | +17,038 | 595.32% | Q1 2026 | Apr 23, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 19,889 | 3,770 | 0.11% | 0.11% | 208 | -7 | -0.04% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,124 | 3,625 | 0.03% | 0.02% | 209 | +8,142 | 74.14% | Q1 2026 | Apr 15, 2026 |
| Midwest Professional Planners, LTD. | History | New | 18,868 | 3,577 | 0.84% | — | 210 | +18,868 | New | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 18,576 | 3,521 | 0.03% | 0.01% | 211 | +11,637 | 167.7% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | No change | 18,449 | 3,497 | 0.2% | 0.18% | 212 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 18,421 | 3,492 | 0.88% | 0.89% | 213 | -314 | -1.68% | Q1 2026 | Apr 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 18,365 | 3,481 | 1.23% | 1.25% | 214 | -656 | -3.45% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,165 | 3,443 | 0.08% | 0.08% | 215 | +1,031 | 6.02% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 17,844 | 3,383 | 0.47% | 0.5% | 216 | -1,507 | -7.79% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 17,749 | 3,364 | 0.03% | 0.03% | 217 | -24 | -0.14% | Q1 2026 | May 08, 2026 |
| Sierra Capital LLC | History | Reduced | 17,739 | 3,363 | 0.37% | 0.43% | 218 | -4,753 | -21.13% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 17,683 | 3,352 | 0.0% | 0.01% | 219 | -54,882 | -75.63% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 17,308 | 3,281 | 0.0% | 0.0% | 220 | -5,501 | -24.12% | Q1 2026 | May 14, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 17,194 | 3,259 | 1.16% | 1.12% | 221 | -439 | -2.49% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 16,924 | 3,208 | 0.01% | 0.01% | 222 | -9,224 | -35.28% | Q1 2026 | May 06, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 16,866 | 3,197 | 0.13% | 0.13% | 223 | -592 | -3.39% | Q1 2026 | Apr 21, 2026 |
| Visionary Wealth Advisors | History | Reduced | 16,517 | 3,131 | 0.14% | 0.14% | 224 | -107 | -0.64% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Added to | 16,405 | 3,110 | 0.04% | 0.04% | 225 | +219 | 1.35% | Q1 2026 | May 01, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 16,126 | 3,057 | 0.06% | 0.06% | 226 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TICINO WEALTH | History | Reduced | 13,585 | 3,047 | 1.06% | 1.02% | 227 | -1,580 | -10.42% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 15,876 | 3,009 | 0.02% | 0.01% | 228 | +2,844 | 21.82% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 15,830 | 3,001 | 0.05% | 0.05% | 229 | -769 | -4.63% | Q1 2026 | May 04, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 15,728 | 2,981 | 0.12% | 0.1% | 230 | +1,237 | 8.54% | Q1 2026 | May 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 15,660 | 2,968 | 0.09% | 0.08% | 231 | +1,055 | 7.22% | Q1 2026 | Apr 24, 2026 |
| Finley Financial, LLC | History | No change | 15,540 | 2,946 | 1.38% | 1.29% | 232 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Asset Management Group, Inc. | History | Added to | 15,429 | 2,925 | 0.47% | 0.45% | 233 | +39 | 0.25% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 15,412 | 2,922 | 0.04% | 0.03% | 234 | +4,052 | 35.67% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 14,132 | 2,919 | 0.04% | 0.03% | 235 | -372 | -2.56% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 15,315 | 2,903 | 0.01% | 0.0% | 236 | +9,095 | 146.22% | Q1 2026 | May 14, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Added to | 15,315 | 2,903 | 0.14% | 0.08% | 237 | +5,425 | 54.85% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 15,299 | 2,900 | 0.02% | 0.01% | 238 | +2,588 | 20.36% | Q1 2026 | May 13, 2026 |
| Wealth Architects, LLC | History | No change | 14,890 | 2,823 | 0.25% | 0.24% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 14,849 | 2,815 | 0.03% | 0.04% | 240 | -1,944 | -11.58% | Q1 2026 | May 06, 2026 |
| Kelsey Financial, LLC | History | Reduced | 14,711 | 2,789 | 2.44% | 2.4% | 241 | -682 | -4.43% | Q1 2026 | May 06, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 13,245 | 2,749 | 1.09% | 1.06% | 242 | -308 | -2.27% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 14,332 | 2,717 | 0.02% | 0.01% | 243 | +461 | 3.32% | Q1 2026 | Apr 30, 2026 |
| Klingman & Associates, LLC | History | No change | 14,297 | 2,710 | 0.13% | 0.12% | 244 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 14,200 | 2,692 | 0.43% | — | 245 | +14,200 | New | Q1 2026 | Apr 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,143 | 2,681 | 0.01% | 0.01% | 246 | +379 | 2.75% | Q1 2026 | Apr 22, 2026 |
| Alamar Capital Management, LLC | History | Reduced | 13,934 | 2,641 | 1.61% | 1.51% | 247 | -1,135 | -7.53% | Q1 2026 | May 13, 2026 |
| Roundview Capital LLC | History | Reduced | 13,726 | 2,602 | 0.16% | 0.16% | 248 | -237 | -1.7% | Q1 2026 | May 08, 2026 |
| SVB WEALTH LLC | History | Reduced | 13,563 | 2,571 | 0.17% | 0.16% | 249 | -1,120 | -7.63% | Q1 2026 | Apr 17, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 13,507 | 2,560 | 0.44% | 0.57% | 250 | -4,475 | -24.89% | Q1 2026 | Apr 15, 2026 |
| Hardy Reed LLC | History | No change | 13,312 | 2,523 | 0.18% | 0.17% | 251 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 13,283 | 2,518 | 0.14% | 0.13% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 13,222 | 2,506 | 0.13% | 0.1% | 253 | +2,262 | 20.64% | Q1 2026 | May 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 13,211 | 2,504 | 0.07% | 0.06% | 254 | -1,201 | -8.33% | Q1 2026 | Apr 21, 2026 |
| LMG Wealth Partners, LLC | History | No change | 13,166 | 2,496 | 0.45% | 0.44% | 255 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Reduced | 12,908 | 2,475 | 0.01% | 0.02% | 256 | -4,546 | -26.05% | Q1 2026 | May 15, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 12,968 | 2,458 | 0.82% | 0.77% | 257 | +76 | 0.59% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 12,917 | 2,448 | 0.14% | 0.11% | 258 | +3,349 | 35.0% | Q1 2026 | Apr 29, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 12,833 | 2,433 | 0.7% | 0.71% | 259 | -400 | -3.02% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 12,786 | 2,424 | 0.18% | 0.16% | 260 | -16 | -0.12% | Q1 2026 | May 07, 2026 |
| Allegheny Financial Group | History | Added to | 12,657 | 2,399 | 0.32% | 0.33% | 261 | +283 | 2.29% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 12,933 | 2,390 | 0.07% | 0.07% | 262 | -350 | -2.63% | Q1 2026 | May 11, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,588 | 2,386 | 0.17% | 0.16% | 263 | +110 | 0.88% | Q1 2026 | May 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 12,412 | 2,353 | 0.18% | 0.17% | 264 | +80 | 0.65% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 12,361 | 2,343 | 0.15% | 0.15% | 265 | -238 | -1.89% | Q1 2026 | Apr 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 12,328 | 2,337 | 0.27% | 0.31% | 266 | -2,877 | -18.92% | Q1 2026 | May 11, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 12,209 | 2,314 | 0.93% | 0.88% | 267 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,091 | 2,292 | 0.04% | 0.04% | 268 | +254 | 2.15% | Q1 2026 | May 07, 2026 |
| SkyOak Wealth, LLC | History | Added to | 12,069 | 2,288 | 0.42% | 0.39% | 269 | +48 | 0.4% | Q1 2026 | Apr 30, 2026 |
| Performa Ltd (US), LLC | History | No change | 11,999 | 2,274 | 0.51% | 0.55% | 270 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 11,938 | 2,263 | 0.01% | 0.01% | 271 | -588 | -4.69% | Q1 2026 | May 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11,858 | 2,248 | 0.06% | 0.06% | 272 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 11,852 | 2,247 | 0.94% | 0.9% | 273 | +29 | 0.25% | Q1 2026 | Apr 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 11,599 | 2,199 | 0.06% | 0.06% | 274 | -357 | -2.99% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Reduced | 11,275 | 2,137 | 0.1% | 0.1% | 275 | -1,124 | -9.07% | Q1 2026 | May 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 11,752 | 2,129 | 0.14% | 0.14% | 276 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Pointe Capital Management LLC | History | Added to | 11,198 | 2,123 | 1.05% | 0.99% | 277 | +182 | 1.65% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,956 | 2,077 | 0.0% | 0.0% | 278 | +3,917 | 55.65% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 10,760 | 2,039 | 0.02% | 0.03% | 279 | -3,212 | -22.99% | Q1 2026 | Apr 20, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 9,609 | 2,033 | 0.04% | 0.04% | 280 | +1,169 | 13.85% | Q1 2026 | May 11, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 10,717 | 2,032 | 1.33% | 1.3% | 281 | -379 | -3.42% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Added to | 10,682 | 2,025 | 0.02% | 0.01% | 282 | +4,783 | 81.08% | Q1 2026 | May 14, 2026 |
| Falcon Wealth Planning | History | Reduced | 10,658 | 2,020 | 0.14% | 0.2% | 283 | -2,224 | -17.26% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 10,639 | 2,017 | 0.05% | 0.05% | 284 | -231 | -2.13% | Q1 2026 | Apr 30, 2026 |
| JMG Financial Group, Ltd. | History | No change | 10,599 | 2,009 | 0.06% | 0.05% | 285 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 10,574 | 2,004 | 0.93% | 0.84% | 286 | +509 | 5.06% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,498 | 1,990 | 0.01% | 0.01% | 287 | -2,734 | -20.66% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 10,446 | 1,980 | 0.0% | 0.0% | 288 | -1,208 | -10.37% | Q1 2026 | May 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 10,410 | 1,973 | 0.04% | 0.04% | 289 | -399 | -3.69% | Q1 2026 | May 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 10,369 | 1,965 | 0.44% | 0.42% | 290 | +400 | 4.01% | Q1 2026 | Apr 22, 2026 |
| Villanova Investment Management Co LLC | History | New | 10,338 | 1,959 | 2.01% | — | 291 | +10,338 | New | Q1 2026 | May 08, 2026 |
| Addison Capital Co | History | New | 10,331 | 1,958 | 0.35% | — | 292 | +10,331 | New | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Added to | 10,192 | 1,932 | 0.02% | 0.01% | 293 | +7,759 | 318.91% | Q1 2026 | May 12, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 10,152 | 1,924 | 0.53% | 0.48% | 294 | +1,319 | 14.93% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 10,056 | 1,906 | 0.06% | 0.08% | 296 | -4,116 | -29.04% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 10,076 | 1,906 | 0.0% | 0.0% | 295 | -3,761 | -27.18% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | No change | 10,039 | 1,903 | 0.11% | 0.1% | 297 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 10,023 | 1,900 | 0.04% | 0.03% | 298 | -27 | -0.27% | Q1 2026 | May 12, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 10,019 | 1,899 | 0.8% | 0.84% | 299 | -1,014 | -9.19% | Q1 2026 | May 15, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 9,983 | 1,892 | 0.71% | 0.82% | 300 | -2,648 | -20.96% | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 10,426 | 1,889 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 9,912 | 1,879 | 0.44% | 0.4% | 302 | -179 | -1.77% | Q1 2026 | Apr 30, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 9,864 | 1,870 | 0.2% | 0.2% | 303 | -27 | -0.27% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 9,677 | 1,834 | 0.12% | — | 304 | +9,677 | New | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,543 | 1,809 | 0.01% | 0.01% | 305 | -3,889 | -28.95% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,450 | 1,792 | 0.01% | 0.02% | 306 | -5,898 | -38.43% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,416 | 1,785 | 0.02% | 0.02% | 307 | -228 | -2.36% | Q1 2026 | Apr 28, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 9,360 | 1,774 | 0.35% | 0.35% | 308 | -515 | -5.22% | Q1 2026 | May 11, 2026 |
| Legacy Bridge, LLC | History | No change | 9,335 | 1,769 | 0.67% | 0.69% | 309 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| J2 Capital Management Inc | History | New | 9,156 | 1,735 | 1.19% | — | 310 | +9,156 | New | Q1 2026 | Apr 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 9,131 | 1,731 | 0.17% | 0.14% | 311 | +1,027 | 12.67% | Q1 2026 | Apr 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 9,045 | 1,714 | 0.0% | 0.0% | 312 | -1,269 | -12.3% | Q1 2026 | May 15, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 9,040 | 1,713 | 0.07% | 0.07% | 313 | +4 | 0.04% | Q1 2026 | May 11, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 8,901 | 1,687 | 0.27% | 0.26% | 314 | -152 | -1.68% | Q1 2026 | Apr 29, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 8,889 | 1,685 | 0.18% | 0.17% | 315 | -44 | -0.49% | Q1 2026 | Apr 08, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 8,816 | 1,671 | 0.12% | 0.12% | 316 | -206 | -2.28% | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 8,780 | 1,664 | 0.08% | 0.08% | 317 | +376 | 4.47% | Q1 2026 | Apr 23, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 8,772 | 1,662 | 0.57% | 0.57% | 318 | -314 | -3.46% | Q1 2026 | May 06, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 8,753 | 1,661 | 0.3% | 0.27% | 319 | +119 | 1.38% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,659 | 1,641 | 0.01% | 0.01% | 320 | +3,537 | 69.06% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 8,634 | 1,637 | 0.01% | 0.01% | 321 | -453 | -4.99% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 8,519 | 1,615 | 0.05% | 0.05% | 322 | +193 | 2.32% | Q1 2026 | May 04, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 8,519 | 1,615 | 0.16% | 0.15% | 323 | +135 | 1.61% | Q1 2026 | Apr 30, 2026 |
| St. Louis Trust Co | History | No change | 8,485 | 1,608 | 0.19% | 0.18% | 324 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 8,476 | 1,607 | 1.27% | 1.27% | 326 | +213 | 2.58% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,481 | 1,607 | 0.03% | 0.03% | 325 | +90 | 1.07% | Q1 2026 | May 11, 2026 |
| Eukles Asset Management | History | Added to | 8,375 | 1,587 | 0.71% | 0.5% | 327 | +1,304 | 18.44% | Q1 2026 | May 05, 2026 |
| American Financial Advisors, LLC | History | Reduced | 8,364 | 1,585 | 0.21% | 0.2% | 328 | -12 | -0.14% | Q1 2026 | May 13, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 8,251 | 1,564 | 0.32% | 0.32% | 329 | -208 | -2.46% | Q1 2026 | Apr 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,119 | 1,548 | 0.03% | 0.03% | 330 | -1,573 | -16.23% | Q1 2026 | May 14, 2026 |
| 626 Financial, LLC | History | Added to | 8,109 | 1,537 | 0.69% | 0.63% | 331 | +10 | 0.12% | Q1 2026 | Apr 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,481 | 1,536 | 0.12% | 0.12% | 332 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 7,330 | 1,511 | 0.29% | 0.28% | 333 | -75 | -1.01% | Q1 2026 | Apr 29, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 7,853 | 1,488 | 0.08% | 0.05% | 334 | +2,906 | 58.74% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 7,846 | 1,487 | 0.05% | 0.06% | 335 | -836 | -9.63% | Q1 2026 | May 06, 2026 |
| Altiora Financial Group, LLC | History | No change | 7,831 | 1,484 | 0.24% | 0.24% | 336 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 7,815 | 1,481 | 0.07% | 0.08% | 337 | -1,077 | -12.11% | Q1 2026 | May 07, 2026 |
| Argent Trust Co | History | Reduced | 7,805 | 1,479 | 0.05% | 0.05% | 338 | -55 | -0.7% | Q1 2026 | May 13, 2026 |
| Veery Capital, LLC | History | Added to | 7,746 | 1,468 | 0.45% | 0.43% | 339 | +10 | 0.13% | Q1 2026 | Apr 09, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 7,698 | 1,459 | 0.12% | 0.05% | 340 | +4,459 | 137.67% | Q1 2026 | Apr 28, 2026 |
| Phocas Financial Corp. | History | New | 7,652 | 1,450 | 0.23% | — | 341 | +7,652 | New | Q1 2026 | Apr 30, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 7,626 | 1,445 | 0.72% | 0.76% | 342 | -72 | -0.94% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 7,596 | 1,440 | 0.03% | 0.01% | 343 | +5,576 | 276.04% | Q1 2026 | Apr 27, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 7,594 | 1,439 | 0.03% | 0.05% | 344 | -3,557 | -31.9% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 7,461 | 1,414 | 0.07% | 0.07% | 345 | -153 | -2.01% | Q1 2026 | May 04, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 7,380 | 1,399 | 0.14% | 0.14% | 346 | -227 | -2.98% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 7,566 | 1,398 | 0.05% | 0.04% | 347 | +1,843 | 32.2% | Q1 2026 | May 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 7,300 | 1,383 | 0.47% | 0.47% | 348 | -145 | -1.95% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,272 | 1,378 | 0.03% | 0.04% | 349 | -5,208 | -41.73% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 7,263 | 1,376 | 0.32% | 0.33% | 350 | -588 | -7.49% | Q1 2026 | Apr 09, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 7,125 | 1,350 | 0.05% | 0.05% | 351 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 7,090 | 1,344 | 0.56% | 0.52% | 352 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 7,087 | 1,343 | 0.1% | 0.05% | 353 | +3,418 | 93.16% | Q1 2026 | Apr 16, 2026 |
| PDS Planning, Inc | History | Added to | 6,994 | 1,326 | 0.09% | 0.08% | 354 | +536 | 8.3% | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 6,958 | 1,319 | 0.04% | 0.04% | 355 | -517 | -6.92% | Q1 2026 | Apr 27, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 6,917 | 1,311 | 0.01% | 0.03% | 356 | -37,617 | -84.47% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,844 | 1,297 | 0.03% | 0.03% | 357 | +26 | 0.38% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,150 | 1,289 | 0.03% | 0.05% | 358 | -280 | -4.35% | Q1 2026 | May 14, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 6,744 | 1,278 | 0.73% | 0.7% | 359 | -83 | -1.22% | Q1 2026 | May 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 6,737 | 1,277 | 0.08% | 0.07% | 360 | +3 | 0.04% | Q1 2026 | May 04, 2026 |
| Ategra Capital Management, LLC | History | No change | 6,678 | 1,266 | 0.63% | 0.58% | 361 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 6,592 | 1,249 | 0.0% | 0.0% | 362 | +2,654 | 67.39% | Q1 2026 | May 15, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 6,535 | 1,238 | 0.07% | 0.07% | 363 | -35 | -0.53% | Q1 2026 | Apr 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 6,511 | 1,234 | 0.02% | 0.02% | 364 | +191 | 3.02% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 6,463 | 1,225 | 0.13% | 0.12% | 365 | +322 | 5.24% | Q1 2026 | May 06, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 6,448 | 1,222 | 0.03% | 0.02% | 366 | +292 | 4.74% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,443 | 1,221 | 0.01% | 0.01% | 367 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 6,431 | 1,219 | 0.04% | 0.03% | 368 | -459 | -6.66% | Q1 2026 | Apr 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 6,067 | 1,211 | 0.07% | 0.07% | 369 | -529 | -8.02% | Q1 2026 | Apr 17, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 6,366 | 1,206 | 0.59% | — | 370 | +6,366 | New | Q1 2026 | Apr 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 6,359 | 1,205 | 0.04% | 0.05% | 371 | -1,264 | -16.58% | Q1 2026 | Apr 17, 2026 |
| Financial Guidance Group, Inc. | History | No change | 6,240 | 1,183 | 0.48% | 0.46% | 372 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INSIGHT 2811, INC. | History | Added to | 6,239 | 1,182 | 0.49% | 0.49% | 373 | +42 | 0.68% | Q1 2026 | May 07, 2026 |
| Calydon Capital | History | Added to | 6,221 | 1,179 | 0.19% | 0.19% | 374 | +17 | 0.27% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 6,191 | 1,173 | 0.02% | 0.02% | 375 | -495 | -7.4% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 6,061 | 1,149 | 0.06% | 0.06% | 376 | -364 | -5.67% | Q1 2026 | Apr 08, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 6,063 | 1,149 | 0.22% | 0.21% | 377 | +269 | 4.64% | Q1 2026 | Apr 21, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 6,020 | 1,141 | 0.46% | 0.44% | 378 | -2 | -0.03% | Q1 2026 | May 05, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 6,000 | 1,137 | 0.57% | 0.58% | 379 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,928 | 1,123 | 0.01% | 0.01% | 380 | +471 | 8.63% | Q1 2026 | Apr 23, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 5,603 | 1,116 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 5,863 | 1,111 | 0.12% | 0.12% | 382 | -36 | -0.61% | Q1 2026 | Apr 24, 2026 |
| Disciplined Investments, LLC | History | Added to | 5,857 | 1,110 | 0.4% | 0.37% | 383 | +550 | 10.36% | Q1 2026 | May 12, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 5,835 | 1,106 | 0.11% | 0.1% | 384 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,796 | 1,098 | 0.0% | 0.02% | 385 | -645,530 | -99.11% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 5,784 | 1,096 | 0.16% | 0.16% | 386 | -200 | -3.34% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,723 | 1,085 | 0.02% | 0.04% | 387 | -3,568 | -38.4% | Q1 2026 | Apr 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 5,716 | 1,083 | 0.06% | 0.05% | 388 | -125 | -2.14% | Q1 2026 | Apr 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 5,702 | 1,081 | 0.01% | 0.02% | 389 | -5,013 | -46.78% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 5,697 | 1,080 | 0.03% | 0.03% | 390 | +158 | 2.85% | Q1 2026 | Apr 13, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Reduced | 5,291 | 1,069 | 0.61% | 0.6% | 391 | -62 | -1.16% | Q1 2026 | Apr 17, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 5,621 | 1,065 | 0.03% | 0.04% | 392 | -1,121 | -16.63% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 5,594 | 1,060 | 0.02% | 0.02% | 393 | +688 | 14.02% | Q1 2026 | May 01, 2026 |
| American State Bank (Iowa) | History | Added to | 5,547 | 1,051 | 0.5% | 0.48% | 394 | +77 | 1.41% | Q1 2026 | Apr 14, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 5,471 | 1,037 | 0.15% | 0.14% | 395 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Apella Capital, LLC | History | Added to | 4,981 | 1,028 | 0.02% | 0.01% | 396 | +1,009 | 25.4% | Q1 2026 | Apr 20, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 5,412 | 1,026 | 0.05% | 0.04% | 397 | -127 | -2.29% | Q1 2026 | Apr 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 5,379 | 1,019 | 0.06% | — | 398 | +5,379 | New | Q1 2026 | Apr 30, 2026 |
| FineMark National Bank & Trust | History | No change | 5,582 | 1,011 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 5,285 | 1,002 | 0.91% | 0.93% | 400 | -234 | -4.24% | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | Added to | 5,274 | 999 | 0.06% | 0.06% | 401 | +1 | 0.02% | Q1 2026 | Apr 23, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 5,256 | 996 | 0.8% | 0.7% | 402 | +195 | 3.85% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,236 | 992 | 0.02% | 0.02% | 403 | +208 | 4.14% | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 5,210 | 987 | 0.11% | 0.1% | 404 | +315 | 6.44% | Q1 2026 | May 04, 2026 |
| E&G Advisors, LP | History | Reduced | 5,197 | 985 | 0.22% | 0.22% | 405 | -232 | -4.27% | Q1 2026 | Apr 21, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 5,160 | 978 | 0.04% | 0.04% | 406 | -76 | -1.45% | Q1 2026 | May 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,156 | 977 | 0.02% | 0.03% | 407 | -1,402 | -21.38% | Q1 2026 | May 01, 2026 |
| CULBERTSON A N & CO INC | History | No change | 5,151 | 976 | 0.13% | 0.13% | 408 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 5,133 | 973 | 0.34% | 0.32% | 409 | +211 | 4.29% | Q1 2026 | Apr 08, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 5,123 | 971 | 0.33% | 1.28% | 411 | -16,281 | -76.07% | Q1 2026 | Apr 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 5,127 | 971 | 0.01% | 0.02% | 410 | -2,654 | -34.11% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 5,084 | 963 | 0.01% | 0.01% | 412 | -283 | -5.27% | Q1 2026 | May 01, 2026 |
| Maxele Advisors, LLC | History | No change | 5,308 | 961 | 0.78% | 0.78% | 413 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CI INVESTMENTS INC. | History | No change | 5,059 | 959 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 5,058 | 958 | 0.02% | 0.01% | 415 | +887 | 21.27% | Q1 2026 | Apr 27, 2026 |
| Wealth Care LLC | History | New | 5,000 | 947 | 0.84% | — | 416 | +5,000 | New | Q1 2026 | Apr 24, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 4,925 | 933 | 0.03% | 0.03% | 417 | -101 | -2.01% | Q1 2026 | May 11, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 4,918 | 932 | 0.48% | 0.46% | 418 | -41 | -0.83% | Q1 2026 | Apr 27, 2026 |
| Arista Wealth Management, LLC | History | Added to | 4,900 | 929 | 0.11% | 0.11% | 419 | +96 | 2.0% | Q1 2026 | Apr 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 4,851 | 919 | 0.39% | 0.37% | 420 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 4,818 | 913 | 0.31% | 0.08% | 421 | +3,487 | 261.98% | Q1 2026 | Apr 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 4,804 | 910 | 0.25% | 0.24% | 422 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Diversified Investment Strategies, LLC | History | Added to | 4,732 | 897 | 0.57% | 0.55% | 423 | +86 | 1.85% | Q1 2026 | Apr 30, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 4,733 | 897 | 0.09% | 0.09% | 424 | -8 | -0.17% | Q1 2026 | May 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 4,730 | 896 | 0.15% | 0.15% | 425 | -224 | -4.52% | Q1 2026 | Apr 21, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 4,934 | 894 | 0.07% | 0.07% | 426 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MWA Asset Management | History | Reduced | 4,695 | 890 | 0.49% | 0.48% | 428 | -64 | -1.34% | Q1 2026 | May 13, 2026 |
| Opus Capital Group, LLC | History | No change | 4,693 | 890 | 0.1% | 0.09% | 427 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Renasant Bank | History | Reduced | 4,690 | 889 | 0.63% | 0.58% | 429 | -33 | -0.7% | Q1 2026 | Apr 29, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 4,690 | 889 | 0.67% | 0.48% | 430 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 4,641 | 881 | 0.21% | 0.19% | 431 | +9 | 0.19% | Q1 2026 | May 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 4,640 | 879 | 0.03% | 0.04% | 432 | -2,150 | -31.66% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 4,616 | 875 | 0.01% | 0.01% | 433 | +157 | 3.52% | Q1 2026 | Apr 21, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 4,604 | 872 | 0.08% | 0.08% | 434 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,553 | 863 | 0.03% | 0.02% | 435 | +1,093 | 31.59% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,491 | 851 | 0.01% | 0.01% | 436 | +11 | 0.25% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 4,445 | 842 | 0.0% | 0.0% | 437 | +3,012 | 210.19% | Q1 2026 | May 15, 2026 |
| Naviter Wealth, LLC | History | No change | 4,439 | 841 | 0.11% | 0.1% | 438 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 4,422 | 838 | 0.17% | 0.16% | 439 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Firestone Capital Management | History | No change | 4,422 | 838 | 0.17% | 0.17% | 440 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DRAVO BAY LLC | History | Added to | 4,401 | 834 | 0.34% | 0.33% | 441 | +39 | 0.89% | Q1 2026 | May 07, 2026 |
| Bricktown Capital, LLC | History | No change | 4,386 | 831 | 0.16% | 0.13% | 442 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 4,376 | 829 | 0.07% | 0.09% | 444 | -2,253 | -33.99% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,024 | 829 | 0.02% | 0.02% | 443 | +212 | 5.56% | Q1 2026 | May 04, 2026 |
| Widmann Financial Services, Inc. | History | No change | 4,330 | 820 | 0.49% | 0.48% | 445 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Reduced | 4,318 | 818 | 0.05% | 0.05% | 446 | -105 | -2.37% | Q1 2026 | Apr 28, 2026 |
| Auxano Advisors, LLC | History | Reduced | 4,284 | 812 | 0.16% | 0.15% | 447 | -38 | -0.88% | Q1 2026 | May 01, 2026 |
| Capula Management Ltd | History | Reduced | 4,269 | 809 | 0.01% | 0.0% | 448 | -611 | -12.52% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Added to | 4,265 | 808 | 0.03% | 0.02% | 449 | +824 | 23.95% | Q1 2026 | Apr 27, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 4,263 | 808 | 0.01% | 0.01% | 450 | +23 | 0.54% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 3,921 | 805 | 0.05% | — | 451 | +3,921 | New | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,237 | 803 | 0.0% | 0.0% | 452 | -153 | -3.49% | Q1 2026 | May 14, 2026 |
| EQUITABLE TRUST CO | History | Added to | 4,188 | 794 | 0.04% | 0.03% | 453 | +896 | 27.22% | Q1 2026 | Apr 30, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 4,178 | 792 | 0.65% | 0.62% | 454 | +6 | 0.14% | Q1 2026 | May 04, 2026 |
| DAVIDSON TRUST CO | History | Added to | 4,156 | 787 | 0.34% | 0.31% | 455 | +98 | 2.41% | Q1 2026 | Apr 20, 2026 |
| National Philanthropic Trust | History | No change | 4,139 | 784 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,098 | 776 | 0.06% | 0.06% | 457 | +3 | 0.07% | Q1 2026 | May 15, 2026 |
| TAGStone Capital, Inc. | History | New | 4,085 | 774 | 0.27% | — | 460 | +4,085 | New | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 4,087 | 774 | 0.01% | 0.01% | 458 | -489 | -10.69% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 4,087 | 774 | 0.05% | 0.05% | 459 | -487 | -10.65% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 4,069 | 771 | 0.08% | 0.09% | 461 | -630 | -13.41% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,040 | 765 | 0.07% | 0.07% | 462 | -130 | -3.12% | Q1 2026 | Apr 30, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 3,982 | 754 | 0.04% | 0.04% | 463 | -4 | -0.1% | Q1 2026 | May 11, 2026 |
| Tillman Hartley LLC | History | Reduced | 3,975 | 753 | 0.19% | 0.18% | 464 | -11 | -0.28% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 3,662 | 747 | 0.01% | 0.03% | 465 | +686 | 23.05% | Q1 2026 | May 01, 2026 |
| Stegner Investment Associates Inc. | History | No change | 3,919 | 743 | 0.41% | 0.38% | 466 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 3,918 | 742 | 0.03% | 0.03% | 467 | -470 | -10.71% | Q1 2026 | Apr 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,881 | 735 | 0.26% | 0.25% | 468 | +5 | 0.13% | Q1 2026 | Apr 14, 2026 |
| Plum Street Advisors, LLC | History | No change | 3,880 | 735 | 0.25% | 0.25% | 469 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 3,865 | 732 | 0.19% | 0.23% | 470 | -928 | -19.36% | Q1 2026 | Apr 09, 2026 |
| GK Wealth Management LLC | History | New | 3,951 | 730 | 0.64% | — | 472 | +3,951 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 3,951 | 730 | 0.64% | 0.67% | 471 | +2 | 0.05% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | Reduced | 3,842 | 728 | 0.03% | 0.03% | 473 | -33 | -0.85% | Q1 2026 | May 19, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 3,843 | 728 | 0.11% | 0.11% | 474 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Foster Group, Inc. | History | Added to | 3,825 | 725 | 0.02% | 0.02% | 475 | +17 | 0.45% | Q1 2026 | Apr 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,817 | 723 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 3,809 | 722 | 0.41% | 0.36% | 477 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,807 | 721 | 0.0% | 0.0% | 478 | -65 | -1.68% | Q1 2026 | May 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,802 | 720 | 0.01% | 0.01% | 479 | +1,130 | 42.29% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 3,795 | 719 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 3,785 | 717 | 0.34% | 0.3% | 481 | -1 | -0.03% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,774 | 715 | 0.05% | 0.05% | 482 | +168 | 4.66% | Q1 2026 | Apr 14, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 3,758 | 714 | 0.03% | 0.07% | 483 | +1,469 | 64.18% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 3,756 | 712 | 0.03% | 0.03% | 484 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 3,744 | 709 | 0.02% | 0.02% | 485 | +131 | 3.63% | Q1 2026 | May 04, 2026 |
| Hirtle & Co., LLC | History | No change | 3,719 | 705 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 3,470 | 701 | 0.02% | 0.01% | 487 | +1,533 | 79.14% | Q1 2026 | Apr 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,671 | 696 | 0.01% | 0.01% | 489 | -153 | -4.0% | Q1 2026 | Apr 14, 2026 |
| WELCH & FORBES LLC | History | No change | 3,675 | 696 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Eagle Strategies LLC | History | Reduced | 3,667 | 695 | 0.08% | 0.09% | 490 | -279 | -7.07% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 3,644 | 690 | 0.15% | 0.16% | 491 | -9 | -0.25% | Q1 2026 | May 14, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 3,616 | 686 | 0.27% | 0.25% | 492 | +6 | 0.17% | Q1 2026 | May 07, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 3,582 | 679 | 0.03% | 0.02% | 493 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 3,572 | 677 | 0.02% | 0.02% | 494 | -135 | -3.64% | Q1 2026 | Apr 09, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 3,572 | 677 | 0.06% | 0.06% | 495 | -100 | -2.72% | Q1 2026 | May 06, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 3,552 | 673 | 0.15% | 0.13% | 496 | +84 | 2.42% | Q1 2026 | May 08, 2026 |
| Chicago Capital, LLC | History | No change | 3,511 | 665 | 0.02% | 0.02% | 497 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 3,495 | 662 | 0.24% | 0.22% | 498 | +10 | 0.29% | Q1 2026 | May 06, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 3,193 | 662 | 0.6% | 0.53% | 499 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 3,486 | 660 | 0.09% | 0.09% | 500 | +42 | 1.22% | Q1 2026 | Apr 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 3,481 | 659 | 0.05% | 0.06% | 501 | -548 | -13.6% | Q1 2026 | Apr 10, 2026 |
| Ascent Group, LLC | History | Reduced | 3,456 | 655 | 0.02% | 0.02% | 502 | -103 | -2.89% | Q1 2026 | May 15, 2026 |
| RED REEF ADVISORS LLC | History | No change | 3,446 | 653 | 0.68% | 0.64% | 503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| American Wealth Advisors, LLC | History | Added to | 3,410 | 646 | 0.67% | 0.6% | 504 | +9 | 0.26% | Q1 2026 | Apr 29, 2026 |
| GAMMA Investing LLC | History | Added to | 3,403 | 645 | 0.03% | 0.01% | 505 | +2,683 | 372.64% | Q1 2026 | Apr 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,397 | 644 | 0.07% | — | 506 | +3,397 | New | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Reduced | 3,477 | 642 | 0.03% | 0.03% | 507 | -223 | -6.03% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,381 | 641 | 0.01% | 0.01% | 509 | +395 | 13.23% | Q1 2026 | Apr 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 3,381 | 641 | 0.04% | 0.03% | 508 | -19 | -0.56% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Reduced | 3,379 | 640 | 0.01% | 0.03% | 510 | -11,381 | -77.11% | Q1 2026 | May 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 3,370 | 638 | 0.01% | 0.01% | 511 | -675 | -16.69% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 3,354 | 635 | 0.04% | 0.04% | 512 | +1 | 0.03% | Q1 2026 | May 06, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 3,344 | 633 | 0.01% | 0.01% | 513 | -39 | -1.15% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 3,337 | 632 | 0.02% | 0.01% | 514 | +735 | 28.25% | Q1 2026 | May 14, 2026 |
| Jordan Park Group LLC | History | Reduced | 3,321 | 629 | 0.03% | 0.05% | 515 | -1,308 | -28.26% | Q1 2026 | May 11, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 3,245 | 626 | 0.25% | 0.23% | 516 | -25 | -0.76% | Q1 2026 | May 13, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 3,300 | 625 | 0.01% | 0.01% | 517 | -1,100 | -25.0% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 3,285 | 622 | 0.01% | 0.01% | 518 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 3,284 | 622 | 0.06% | 0.06% | 519 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 3,430 | 621 | 0.03% | 0.03% | 520 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Yardley Wealth Management LLC | History | No change | 3,275 | 620 | 0.32% | 0.32% | 521 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,245 | 615 | 0.03% | 0.03% | 522 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 3,241 | 614 | 0.02% | 0.02% | 523 | -84 | -2.53% | Q1 2026 | May 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 3,238 | 613 | 0.06% | 0.07% | 524 | -350 | -9.75% | Q1 2026 | Apr 13, 2026 |
| Smith Thornton Advisors LLC | History | No change | 3,225 | 611 | 0.31% | 0.3% | 525 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 3,187 | 604 | 0.03% | 0.02% | 526 | +430 | 15.6% | Q1 2026 | May 11, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 3,183 | 603 | 0.55% | 0.51% | 528 | -29 | -0.9% | Q1 2026 | Apr 29, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 3,152 | 603 | 0.04% | 0.04% | 527 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 3,162 | 599 | 0.39% | 0.38% | 529 | -115 | -3.51% | Q1 2026 | May 13, 2026 |
| Forum Financial Management, LP | History | Added to | 3,158 | 598 | 0.01% | 0.01% | 530 | +14 | 0.45% | Q1 2026 | Apr 23, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 3,153 | 597 | 0.09% | 0.1% | 531 | -3,153 | -50.0% | Q1 2026 | Apr 24, 2026 |
| PFG Investments, LLC | History | Reduced | 3,147 | 596 | 0.03% | 0.03% | 532 | -147 | -4.46% | Q1 2026 | Apr 27, 2026 |
| Haverford Trust Co | History | Reduced | 3,108 | 589 | 0.01% | 0.01% | 533 | -239 | -7.14% | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 3,082 | 584 | 0.04% | 0.04% | 534 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Key FInancial Inc | History | No change | 3,062 | 580 | 0.1% | 0.1% | 535 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True North Advisors, LLC | History | No change | 3,028 | 574 | 0.07% | 0.07% | 536 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Embree Financial Group | History | Added to | 3,025 | 573 | 0.07% | 0.07% | 537 | +2 | 0.07% | Q1 2026 | Apr 23, 2026 |
| BENJAMIN EDWARDS INC | History | New | 3,018 | 572 | 0.01% | — | 539 | +3,018 | New | Q1 2026 | May 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 3,022 | 572 | 0.06% | 0.06% | 538 | -426 | -12.35% | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Added to | 3,012 | 571 | 0.27% | 0.25% | 540 | +11 | 0.37% | Q1 2026 | Apr 15, 2026 |
| Quantbot Technologies LP | History | New | 3,000 | 568 | 0.02% | — | 544 | +3,000 | New | Q1 2026 | May 13, 2026 |
| Heritage Wealth Advisors | History | Reduced | 3,000 | 568 | 0.02% | 0.02% | 541 | -600 | -16.67% | Q1 2026 | May 13, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 3,000 | 568 | 0.12% | 0.11% | 542 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 3,000 | 568 | 0.33% | 0.34% | 543 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Caldwell Trust Co | History | Reduced | 2,987 | 566 | 0.05% | 0.05% | 546 | -318 | -9.62% | Q1 2026 | Apr 22, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 2,988 | 566 | 0.18% | 0.18% | 545 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,976 | 564 | 0.02% | 0.02% | 547 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 2,972 | 563 | 0.04% | 0.04% | 548 | -42 | -1.39% | Q1 2026 | Apr 29, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,965 | 562 | 0.02% | — | 550 | +2,965 | New | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,967 | 562 | 0.01% | 0.01% | 549 | +8 | 0.27% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,963 | 561 | 0.01% | 0.01% | 551 | -235 | -7.35% | Q1 2026 | Apr 22, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 2,949 | 559 | 0.38% | 0.36% | 552 | -64 | -2.12% | Q1 2026 | May 04, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 2,923 | 554 | 0.07% | 0.06% | 555 | +117 | 4.17% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,059 | 554 | 0.02% | 0.02% | 553 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ancora Advisors LLC | History | No change | 2,923 | 554 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 2,913 | 552 | 0.09% | 0.09% | 556 | -81 | -2.71% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 2,896 | 549 | 0.05% | — | 558 | +2,896 | New | Q1 2026 | Apr 08, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 2,899 | 549 | 0.04% | 0.03% | 557 | -100 | -3.33% | Q1 2026 | Apr 27, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 2,884 | 546 | 0.06% | 0.05% | 559 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 2,857 | 541 | 0.13% | 0.11% | 560 | +157 | 5.81% | Q1 2026 | May 08, 2026 |
| St. Clair Advisors, LLC | History | No change | 2,856 | 541 | 0.14% | 0.13% | 561 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 2,932 | 531 | 0.03% | 0.03% | 562 | -54 | -1.81% | Q1 2026 | Apr 08, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | No change | 2,800 | 530 | 0.24% | 0.21% | 563 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 2,787 | 528 | 0.04% | 0.03% | 564 | -85 | -2.96% | Q1 2026 | May 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,766 | 524 | 0.02% | 0.02% | 566 | -103 | -3.59% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 2,896 | 524 | 0.05% | 0.05% | 565 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,758 | 522 | 0.0% | 0.01% | 567 | -6,247 | -69.37% | Q1 2026 | Apr 15, 2026 |
| Creekside Partners | History | Added to | 2,745 | 520 | 0.21% | 0.21% | 568 | +3 | 0.11% | Q1 2026 | Apr 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 2,738 | 519 | 0.06% | 0.06% | 569 | -80 | -2.84% | Q1 2026 | May 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 2,694 | 510 | 0.04% | 0.04% | 570 | -27 | -0.99% | Q1 2026 | Apr 20, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 2,679 | 507 | 0.17% | — | 571 | +2,679 | New | Q1 2026 | May 14, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 2,665 | 505 | 0.41% | 0.4% | 572 | +75 | 2.9% | Q1 2026 | May 01, 2026 |
| Legacy Advisors, LLC | History | Reduced | 2,654 | 503 | 0.06% | 0.06% | 574 | -295 | -10.0% | Q1 2026 | May 05, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 2,654 | 503 | 0.04% | 0.03% | 573 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Berkeley, Inc | History | Reduced | 2,646 | 501 | 0.17% | 0.16% | 575 | -137 | -4.92% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 2,641 | 500 | 0.02% | 0.02% | 577 | +168 | 6.79% | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,638 | 500 | 0.0% | 0.0% | 576 | +64 | 2.49% | Q1 2026 | May 14, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 2,631 | 498 | 0.19% | 0.2% | 578 | -187 | -6.64% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 2,623 | 497 | 0.03% | 0.04% | 580 | -1,015 | -27.9% | Q1 2026 | Apr 29, 2026 |
| Cadence Bank | History | No change | 2,746 | 497 | 0.03% | 0.03% | 579 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Summit Trail Advisors, LLC | History | New | 2,590 | 491 | 0.01% | — | 581 | +2,590 | New | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,584 | 489 | 0.05% | 0.02% | 583 | +1,603 | 163.4% | Q1 2026 | Apr 06, 2026 |
| First Western Trust Bank | History | No change | 2,581 | 489 | 0.02% | 0.02% | 582 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Legacy Trust | History | No change | 2,568 | 486 | 0.09% | 0.09% | 584 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 2,556 | 484 | 0.24% | 0.17% | 585 | +649 | 34.03% | Q1 2026 | Apr 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 2,522 | 480 | 0.14% | 0.13% | 586 | -8 | -0.32% | Q1 2026 | May 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 2,520 | 477 | 0.03% | 0.03% | 587 | -54 | -2.1% | Q1 2026 | May 07, 2026 |
| Procyon Advisors, LLC | History | Reduced | 2,500 | 473 | 0.02% | 0.02% | 589 | -281 | -10.1% | Q1 2026 | May 04, 2026 |
| BTC Capital Management, Inc. | History | No change | 2,496 | 473 | 0.03% | 0.03% | 588 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,492 | 472 | 0.01% | 0.01% | 590 | +18 | 0.73% | Q1 2026 | Apr 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 2,484 | 470 | 0.02% | 0.02% | 591 | +48 | 1.97% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,477 | 469 | 0.17% | 0.17% | 592 | -182 | -6.84% | Q1 2026 | May 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,472 | 468 | 0.01% | 0.01% | 594 | -1,227 | -33.17% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | No change | 2,472 | 468 | 0.04% | 0.04% | 593 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,463 | 467 | 0.01% | 0.01% | 595 | +924 | 60.04% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Added to | 2,462 | 466 | 0.03% | 0.01% | 596 | +1,207 | 96.18% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 2,454 | 465 | 0.01% | 0.01% | 597 | +234 | 10.54% | Q1 2026 | May 14, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 2,568 | 465 | 0.28% | 0.28% | 598 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 2,445 | 463 | 0.13% | 0.13% | 599 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CROBAN | History | Added to | 2,442 | 462 | 0.22% | 0.21% | 600 | +80 | 3.39% | Q1 2026 | May 12, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 2,435 | 461 | 0.09% | 0.09% | 601 | +7 | 0.29% | Q1 2026 | Apr 29, 2026 |
| Lutz Financial Services LLC | History | Reduced | 2,431 | 460 | 0.03% | 0.03% | 602 | -9 | -0.37% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,424 | 459 | 0.01% | 0.01% | 603 | +55 | 2.32% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,418 | 458 | 0.02% | 0.02% | 604 | -549 | -18.5% | Q1 2026 | Apr 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 2,412 | 457 | 0.04% | 0.04% | 605 | +112 | 4.87% | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 2,409 | 456 | 0.01% | 0.01% | 606 | -9 | -0.37% | Q1 2026 | May 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 2,403 | 455 | 0.27% | 0.24% | 607 | +6 | 0.25% | Q1 2026 | Apr 07, 2026 |
| Empower Advisory Group, LLC | History | Added to | 2,386 | 452 | 0.0% | 0.0% | 608 | +871 | 57.49% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | No change | 2,379 | 451 | 0.05% | 0.05% | 609 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gator Capital Management, LLC | History | No change | 2,375 | 450 | 0.09% | 0.09% | 610 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Added to | 2,369 | 449 | 0.01% | 0.01% | 611 | +249 | 11.75% | Q1 2026 | Apr 16, 2026 |
| Capital Square, LLC | History | Reduced | 2,168 | 448 | 0.21% | 0.21% | 612 | -54 | -2.43% | Q1 2026 | May 11, 2026 |
| FULTON BANK, N.A. | History | Reduced | 2,362 | 447 | 0.02% | 0.02% | 613 | -64 | -2.64% | Q1 2026 | Apr 24, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 2,359 | 447 | 0.13% | 0.12% | 614 | +1 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Centennial Bank/AR/ | History | No change | 2,355 | 446 | 0.16% | 0.17% | 615 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sankala Group LLC | History | No change | 2,372 | 446 | 0.36% | 0.37% | 616 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| INVESTED ADVISORS | History | Added to | 2,352 | 445 | 0.45% | 0.42% | 617 | +111 | 4.95% | Q1 2026 | Apr 29, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 2,347 | 444 | 0.05% | 0.05% | 618 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 2,341 | 443 | 0.56% | 0.5% | 619 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 2,316 | 439 | 0.02% | 0.03% | 620 | -10 | -0.43% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 2,307 | 437 | 0.08% | 0.08% | 621 | -75 | -3.15% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 2,404 | 435 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,350 | 434 | 0.06% | 0.06% | 623 | -56 | -2.33% | Q1 2026 | May 12, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 2,277 | 431 | 0.13% | 0.12% | 624 | -15 | -0.65% | Q1 2026 | Apr 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 2,260 | 428 | 0.04% | 0.04% | 625 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 2,249 | 426 | 0.13% | 0.12% | 626 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 2,251 | 426 | 0.05% | 0.04% | 627 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 2,229 | 422 | 0.01% | 0.01% | 628 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SMITH, MOORE & CO. | History | Added to | 2,223 | 421 | 0.03% | 0.03% | 629 | +2 | 0.09% | Q1 2026 | May 05, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 2,216 | 420 | 0.05% | 0.05% | 630 | -59 | -2.59% | Q1 2026 | May 08, 2026 |
| Elm Partners Management LLC | History | No change | 2,276 | 420 | 0.02% | 0.02% | 631 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 2,214 | 419 | 0.09% | 0.09% | 633 | -174 | -7.29% | Q1 2026 | Apr 15, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,214 | 419 | 0.01% | 0.01% | 632 | -73 | -3.19% | Q1 2026 | May 13, 2026 |
| Cannell & Spears LLC | History | No change | 2,205 | 418 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 2,201 | 417 | 0.0% | 0.0% | 635 | -126 | -5.41% | Q1 2026 | Apr 20, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 2,197 | 416 | 0.07% | 0.07% | 636 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Friday Financial | History | Reduced | 2,192 | 415 | 0.14% | 0.16% | 637 | -251 | -10.27% | Q1 2026 | Apr 16, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 2,152 | 407 | 0.02% | 0.02% | 638 | +100 | 4.87% | Q1 2026 | May 01, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 2,148 | 407 | 0.3% | 0.31% | 639 | -18 | -0.83% | Q1 2026 | Apr 24, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 2,143 | 406 | 0.22% | 0.23% | 640 | +6 | 0.28% | Q1 2026 | Apr 21, 2026 |
| BAXTER BROS INC | History | Reduced | 2,135 | 404 | 0.05% | 0.05% | 641 | -40 | -1.84% | Q1 2026 | Apr 28, 2026 |
| Truepoint, Inc. | History | Reduced | 2,122 | 402 | 0.01% | 0.01% | 642 | -2 | -0.09% | Q1 2026 | May 08, 2026 |
| Belvedere Trading LLC | History | New | 2,119 | 401 | 0.0% | — | 644 | +2,119 | New | Q1 2026 | May 12, 2026 |
| GM Advisory Group, LLC | History | Added to | 2,117 | 401 | 0.02% | 0.02% | 643 | +2 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 2,106 | 399 | 0.01% | 0.01% | 645 | +90 | 4.46% | Q1 2026 | May 05, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 2,108 | 399 | 0.18% | 0.18% | 646 | -56 | -2.59% | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,092 | 396 | 0.03% | 0.03% | 647 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,084 | 395 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 2,062 | 390 | 0.08% | 0.08% | 649 | -25 | -1.2% | Q1 2026 | Apr 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 2,043 | 387 | 0.14% | 0.12% | 650 | +5 | 0.25% | Q1 2026 | Apr 20, 2026 |
| StoneX Group Inc. | History | Added to | 2,028 | 384 | 0.02% | 0.01% | 651 | +262 | 14.84% | Q1 2026 | May 14, 2026 |
| Aurelius Family Office LLC | History | Reduced | 2,027 | 384 | 0.17% | 0.16% | 653 | -45 | -2.17% | Q1 2026 | Apr 08, 2026 |
| Well Done, LLC | History | No change | 2,025 | 384 | 0.06% | 0.05% | 652 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Allen Investment Management, LLC | History | No change | 2,017 | 382 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 2,016 | 382 | 0.11% | 0.1% | 655 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Leo Wealth, LLC | History | Added to | 2,004 | 380 | 0.03% | 0.03% | 656 | +2 | 0.1% | Q1 2026 | May 05, 2026 |
| Investment Advisory Group, LLC | History | Added to | 2,003 | 379 | 0.1% | 0.09% | 658 | +18 | 0.91% | Q1 2026 | Apr 22, 2026 |
| Regency Capital Management Inc.\DE | History | No change | 2,000 | 379 | 0.17% | 0.15% | 657 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 1,995 | 378 | 0.05% | 0.05% | 659 | -223 | -10.05% | Q1 2026 | Apr 23, 2026 |
| BCI SECURITIES, INC. | History | No change | 1,988 | 376 | 3.7% | 3.11% | 660 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 1,976 | 374 | 0.01% | 0.01% | 661 | -2 | -0.1% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,947 | 369 | 0.01% | 0.01% | 662 | +52 | 2.74% | Q1 2026 | Apr 21, 2026 |
| W ADVISORS, LLC | History | No change | 1,950 | 369 | 0.19% | 0.18% | 663 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| McMill Wealth Management | History | No change | 1,948 | 369 | 0.1% | 0.1% | 664 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1,943 | 368 | 0.02% | 0.03% | 665 | -165 | -7.83% | Q1 2026 | Apr 28, 2026 |
| Aspen Grove Capital, LLC | History | No change | 1,937 | 367 | 0.07% | 0.06% | 666 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 1,929 | 365 | 0.01% | 0.01% | 667 | +31 | 1.63% | Q1 2026 | Apr 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 1,914 | 363 | 0.0% | — | 668 | +1,914 | New | Q1 2026 | May 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 1,912 | 362 | 0.01% | 0.01% | 669 | +2 | 0.1% | Q1 2026 | Apr 28, 2026 |
| STEPH & CO | History | Reduced | 1,907 | 361 | 0.1% | 0.11% | 670 | -165 | -7.96% | Q1 2026 | Apr 17, 2026 |
| Fort Point Capital Partners LLC | History | No change | 1,907 | 361 | 0.04% | 0.04% | 671 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Next Capital Management LLC | History | New | 1,898 | 359 | 0.11% | — | 674 | +1,898 | New | Q1 2026 | May 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 1,894 | 359 | 0.02% | 0.02% | 672 | -30 | -1.56% | Q1 2026 | May 05, 2026 |
| Rossmore Private Capital | History | No change | 1,897 | 359 | 0.03% | 0.03% | 673 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 1,880 | 356 | 0.12% | 0.14% | 677 | -473 | -20.1% | Q1 2026 | Apr 08, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 1,879 | 356 | 1.28% | 0.48% | 675 | +111 | 6.28% | Q1 2026 | Apr 21, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 1,878 | 356 | 0.04% | 0.04% | 676 | -25 | -1.31% | Q1 2026 | Apr 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,873 | 355 | 0.03% | 0.05% | 678 | -2,080 | -52.62% | Q1 2026 | Apr 16, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 1,856 | 351 | 0.08% | 0.08% | 679 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 1,712 | 349 | 0.02% | 0.04% | 680 | -1,432 | -45.55% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,839 | 348 | 0.01% | 0.02% | 681 | -2,311 | -55.69% | Q1 2026 | May 14, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 1,819 | 344 | 0.05% | 0.06% | 682 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Peak Asset Management, LLC | History | No change | 1,805 | 342 | 0.06% | 0.06% | 683 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | Reduced | 1,796 | 340 | 0.05% | 5.46% | 684 | -181,527 | -99.02% | Q1 2026 | May 05, 2026 |
| R.H. Investment Group, LLC | History | New | 1,708 | 338 | 0.26% | — | 685 | +1,708 | New | Q1 2026 | Apr 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 1,692 | 337 | 0.05% | 0.05% | 686 | -55 | -3.15% | Q1 2026 | Apr 16, 2026 |
| Clarius Group, LLC | History | No change | 1,852 | 335 | 0.02% | 0.02% | 687 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | No change | 1,765 | 334 | 0.03% | 0.03% | 688 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Investmark Advisory Group LLC | History | Added to | 1,756 | 333 | 0.14% | 0.14% | 691 | +2 | 0.11% | Q1 2026 | May 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,757 | 333 | 0.04% | 0.04% | 689 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 1,758 | 333 | 0.06% | 0.05% | 690 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Oath Planning, LLC | History | Added to | 1,737 | 329 | 0.29% | 0.31% | 692 | +4 | 0.23% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 1,731 | 328 | 0.01% | 0.01% | 694 | -473 | -21.46% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,734 | 328 | 0.02% | 0.02% | 693 | -3 | -0.17% | Q1 2026 | Apr 17, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 1,721 | 326 | 0.37% | 0.35% | 695 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LexAurum Advisors, LLC | History | New | 1,709 | 324 | 0.04% | — | 697 | +1,709 | New | Q1 2026 | Apr 13, 2026 |
| Sunpointe, LLC | History | Added to | 1,709 | 324 | 0.11% | 0.07% | 696 | +509 | 42.42% | Q1 2026 | Apr 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 1,700 | 322 | 0.08% | 0.11% | 698 | -812 | -32.32% | Q1 2026 | Apr 17, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 1,515 | 320 | 0.03% | 0.04% | 699 | -1 | -0.07% | Q1 2026 | May 12, 2026 |
| Annandale Capital, LLC | History | Reduced | 1,684 | 319 | 0.05% | 0.05% | 700 | -617 | -26.81% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 1,685 | 319 | 0.02% | 0.01% | 701 | +246 | 17.1% | Q1 2026 | Apr 28, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,676 | 317 | 0.04% | 0.04% | 702 | +3 | 0.18% | Q1 2026 | May 08, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 1,667 | 316 | 0.19% | 0.17% | 703 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 1,665 | 315 | 0.05% | 0.04% | 705 | +87 | 5.51% | Q1 2026 | May 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,665 | 315 | 0.03% | 0.03% | 704 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 1,638 | 310 | 0.02% | 0.03% | 706 | -831 | -33.66% | Q1 2026 | May 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 1,632 | 309 | 0.07% | 0.07% | 707 | +8 | 0.49% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Added to | 1,628 | 308 | 0.01% | 0.01% | 708 | +3 | 0.18% | Q1 2026 | May 15, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 1,620 | 307 | 0.08% | 0.09% | 709 | -200 | -10.99% | Q1 2026 | May 12, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 1,624 | 307 | 0.35% | 0.32% | 710 | -10 | -0.61% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 1,603 | 303 | 0.01% | 0.01% | 711 | -140 | -8.03% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,583 | 300 | 0.0% | 0.0% | 712 | -2,411 | -60.37% | Q1 2026 | May 06, 2026 |
| Independence Bank of Kentucky | History | Added to | 1,585 | 300 | 0.04% | 0.03% | 714 | +101 | 6.81% | Q1 2026 | Apr 30, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,586 | 300 | 0.01% | 0.01% | 713 | +2 | 0.13% | Q1 2026 | Apr 22, 2026 |
| TCTC Holdings, LLC | History | No change | 1,574 | 298 | 0.01% | 0.01% | 715 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 1,569 | 297 | 0.25% | 0.24% | 716 | +9 | 0.58% | Q1 2026 | Apr 17, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 1,560 | 295 | 0.04% | 0.04% | 717 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,556 | 295 | 0.03% | 0.03% | 718 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 1,555 | 294 | 0.25% | 0.23% | 719 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,548 | 293 | 0.1% | 0.1% | 720 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Certified Advisory Corp | History | No change | 1,545 | 292 | 0.03% | 0.03% | 721 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 1,535 | 291 | 0.02% | — | 722 | +1,535 | New | Q1 2026 | Apr 16, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,527 | 289 | 0.01% | 0.0% | 725 | +271 | 21.58% | Q1 2026 | Apr 20, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 1,529 | 289 | 0.05% | 0.05% | 726 | -27 | -1.74% | Q1 2026 | May 12, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 1,530 | 289 | 0.03% | 0.03% | 723 | +1 | 0.07% | Q1 2026 | Apr 13, 2026 |
| Capital Advantage, Inc. | History | No change | 1,525 | 289 | 0.04% | 0.04% | 724 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,524 | 288 | 0.0% | 0.0% | 727 | +235 | 18.23% | Q1 2026 | Apr 21, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 1,511 | 286 | 0.02% | 0.02% | 728 | -100 | -6.21% | Q1 2026 | Apr 28, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 1,507 | 285 | 0.05% | 0.05% | 729 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Meridian Financial Partners LLC | History | Added to | 1,471 | 284 | 0.11% | 0.1% | 730 | +225 | 18.06% | Q1 2026 | Apr 15, 2026 |
| Cladis Investment Advisory, LLC | History | Added to | 1,500 | 284 | 0.16% | 0.13% | 732 | +200 | 15.38% | Q1 2026 | May 15, 2026 |
| Aufman Associates Inc | History | No change | 1,500 | 284 | 0.14% | 0.14% | 731 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ducere Wealth Management LLC | History | New | 1,493 | 283 | 0.11% | — | 734 | +1,493 | New | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,496 | 283 | 0.01% | 0.01% | 733 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 1,358 | 282 | 0.09% | 0.1% | 735 | -332 | -19.64% | Q1 2026 | Apr 28, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 1,478 | 280 | 0.03% | 0.03% | 736 | -24 | -1.6% | Q1 2026 | Apr 21, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,452 | 275 | 0.0% | 0.0% | 737 | -933 | -39.12% | Q1 2026 | May 12, 2026 |
| Northstar Group, Inc. | History | No change | 1,455 | 275 | 0.04% | 0.04% | 738 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 1,445 | 273 | 0.0% | 0.0% | 739 | +131 | 9.97% | Q1 2026 | May 15, 2026 |
| UNION SAVINGS BANK | History | No change | 1,440 | 273 | 0.12% | 0.11% | 740 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 1,438 | 272 | 0.02% | 0.02% | 742 | +191 | 15.32% | Q1 2026 | May 07, 2026 |
| Live Oak Private Wealth LLC | History | No change | 1,438 | 272 | 0.04% | 0.04% | 741 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 1,431 | 271 | 0.2% | 0.19% | 744 | +1 | 0.07% | Q1 2026 | May 11, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 1,430 | 271 | 0.23% | 0.21% | 743 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearwave Capital, LLC | History | Added to | 1,426 | 270 | 0.18% | 0.18% | 745 | +67 | 4.93% | Q1 2026 | Apr 29, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 1,484 | 268 | 0.04% | 0.04% | 746 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 1,409 | 267 | 0.05% | 0.06% | 747 | +1 | 0.07% | Q1 2026 | Apr 09, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 1,410 | 267 | 0.04% | 0.04% | 748 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kelman-Lazarov, Inc. | History | New | 1,405 | 266 | 0.04% | — | 751 | +1,405 | New | Q1 2026 | Apr 27, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,404 | 266 | 0.08% | 0.08% | 749 | -5 | -0.35% | Q1 2026 | Apr 20, 2026 |
| MATAURO, LLC | History | Added to | 1,407 | 266 | 0.04% | 0.04% | 750 | +4 | 0.29% | Q1 2026 | Apr 22, 2026 |
| Smith Salley Wealth Management | History | No change | 1,399 | 265 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 1,395 | 264 | 0.01% | 0.01% | 753 | -390 | -21.85% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 1,378 | 261 | 0.01% | 0.01% | 754 | +65 | 4.95% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | No change | 1,374 | 260 | 0.1% | 0.1% | 755 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Asset Dedication, LLC | History | No change | 1,434 | 259 | 0.02% | 0.02% | 756 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 1,359 | 257 | 0.02% | 0.02% | 757 | -26 | -1.88% | Q1 2026 | May 11, 2026 |
| TBH Global Asset Management, LLC | History | New | 1,351 | 256 | 0.05% | — | 758 | +1,351 | New | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,349 | 255 | 0.01% | 0.01% | 759 | -99 | -6.84% | Q1 2026 | May 15, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 1,336 | 253 | 0.04% | 0.04% | 761 | -220 | -14.14% | Q1 2026 | Apr 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,335 | 253 | 0.01% | 0.01% | 760 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 1,330 | 252 | 0.07% | 0.1% | 762 | -7 | -0.52% | Q1 2026 | Apr 08, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 1,325 | 251 | 0.05% | 0.05% | 763 | -25 | -1.85% | Q1 2026 | Apr 09, 2026 |
| Athena Investment Management | History | No change | 1,325 | 251 | 0.13% | 0.12% | 764 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 1,320 | 250 | 0.02% | 0.02% | 765 | -18 | -1.35% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,308 | 247 | 0.0% | 0.0% | 767 | +68 | 5.48% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 1,305 | 247 | 0.0% | 0.0% | 766 | -10 | -0.76% | Q1 2026 | Apr 17, 2026 |
| Planned Solutions, Inc. | History | No change | 1,302 | 246 | 0.08% | 0.08% | 768 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cypress Capital Group | History | No change | 1,296 | 245 | 0.03% | 0.03% | 769 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 1,230 | 243 | 0.01% | 0.01% | 771 | -4 | -0.32% | Q1 2026 | Apr 09, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 1,283 | 243 | 0.06% | 0.05% | 770 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 1,274 | 241 | 0.01% | — | 773 | +1,274 | New | Q1 2026 | May 07, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 1,276 | 241 | 0.05% | 0.05% | 772 | -42 | -3.19% | Q1 2026 | May 13, 2026 |
| S.A. Mason LLC | History | No change | 1,263 | 239 | 0.09% | 0.09% | 774 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 1,265 | 239 | 0.03% | 0.03% | 775 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Partners in Financial Planning | History | No change | 1,261 | 239 | 0.04% | 0.04% | 776 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clark Asset Management, LLC | History | New | 1,258 | 238 | 0.02% | — | 779 | +1,258 | New | Q1 2026 | Apr 16, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 1,257 | 238 | 0.01% | 0.01% | 777 | -91 | -6.75% | Q1 2026 | Apr 29, 2026 |
| MLP3, LLC | History | Added to | 1,257 | 238 | 0.26% | 0.25% | 778 | +2 | 0.16% | Q1 2026 | Apr 13, 2026 |
| Dakota Wealth Management | History | No change | 1,248 | 236 | 0.01% | 0.0% | 780 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BAYBAN | History | No change | 1,250 | 236 | 0.21% | 0.2% | 781 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROCKLAND TRUST CO | History | New | 1,240 | 235 | 0.01% | — | 783 | +1,240 | New | Q1 2026 | Apr 16, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 1,240 | 235 | 0.03% | 0.03% | 782 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,237 | 234 | 0.02% | 0.02% | 785 | +1 | 0.08% | Q1 2026 | May 01, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,232 | 234 | 0.03% | 0.03% | 784 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RAINIER FAMILY WEALTH INC | History | New | 1,229 | 233 | 0.16% | — | 786 | +1,229 | New | Q1 2026 | Apr 16, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 1,228 | 232 | 0.01% | — | 787 | +1,228 | New | Q1 2026 | Apr 27, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 1,220 | 231 | 0.06% | 0.12% | 788 | -1,400 | -53.44% | Q1 2026 | Apr 09, 2026 |
| GWN SECURITIES INC. | History | Added to | 1,195 | 226 | 0.04% | 0.04% | 789 | +51 | 4.46% | Q1 2026 | May 14, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 1,195 | 226 | 0.15% | 0.15% | 790 | +3 | 0.25% | Q1 2026 | Apr 08, 2026 |
| Sovran Advisors, LLC | History | Added to | 1,085 | 225 | 0.02% | 0.02% | 792 | +38 | 3.63% | Q1 2026 | May 01, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | No change | 1,190 | 225 | 0.13% | 0.12% | 791 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CGN Advisors LLC | History | No change | 1,183 | 224 | 0.02% | 0.02% | 793 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 1,235 | 223 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 1,171 | 222 | 0.0% | — | 795 | +1,171 | New | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | No change | 1,167 | 221 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 1,170 | 221 | 0.09% | 0.09% | 797 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Blankinship & Foster, LLC | History | Added to | 1,151 | 218 | 0.05% | 0.04% | 798 | +1 | 0.09% | Q1 2026 | Apr 17, 2026 |
| Timonier Family Office, LTD. | History | No change | 1,207 | 218 | 0.07% | 0.07% | 799 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 1,148 | 217 | 0.02% | 0.02% | 800 | -36 | -3.04% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,138 | 215 | 0.0% | 0.0% | 801 | -8 | -0.7% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,126 | 213 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cove Private Wealth, LLC | History | No change | 1,111 | 210 | 0.05% | 0.06% | 803 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fortis Capital Advisors, LLC | History | New | 1,104 | 209 | 0.03% | — | 804 | +1,104 | New | Q1 2026 | Apr 28, 2026 |
| McClarren Financial Advisors, Inc. | History | New | 1,101 | 208 | 0.12% | — | 808 | +1,101 | New | Q1 2026 | Apr 16, 2026 |
| V2 Financial group LLC | History | New | 1,100 | 208 | 0.1% | — | 809 | +1,100 | New | Q1 2026 | May 04, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | New | 1,100 | 208 | 0.03% | — | 810 | +1,100 | New | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | No change | 1,100 | 208 | 0.0% | 0.0% | 805 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,100 | 208 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,102 | 208 | 0.05% | 0.05% | 807 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HUB Investment Partners, LLC | History | New | 1,095 | 207 | 0.0% | — | 812 | +1,095 | New | Q1 2026 | May 15, 2026 |
| Victrix Investment Advisors | History | New | 1,094 | 207 | 0.08% | — | 813 | +1,094 | New | Q1 2026 | Apr 09, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | New | 1,092 | 207 | 0.02% | — | 811 | +1,092 | New | Q1 2026 | May 14, 2026 |
| Global View Capital Management LLC | History | New | 1,085 | 205 | 0.05% | — | 815 | +1,085 | New | Q1 2026 | May 04, 2026 |
| Verum Partners LLC | History | Reduced | 1,082 | 205 | 0.04% | 0.06% | 814 | -606 | -35.9% | Q1 2026 | Apr 15, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 1,081 | 204 | 0.18% | 0.2% | 816 | -208 | -16.14% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | New | 1,065 | 202 | 0.0% | — | 817 | +1,065 | New | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | New | 1,061 | 201 | 0.0% | — | 820 | +1,061 | New | Q1 2026 | May 14, 2026 |
| K2 Financial Inc. | History | New | 975 | 201 | 0.15% | — | 821 | +975 | New | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 964 | 201 | 0.03% | 0.03% | 819 | +47 | 5.13% | Q1 2026 | May 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,060 | 201 | 0.01% | 0.01% | 818 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 1,060 | 200 | 0.01% | 0.01% | 822 | -230 | -17.83% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,037 | 196 | 0.01% | 0.01% | 823 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,029 | 196 | 0.01% | 0.01% | 824 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IPG Investment Advisors LLC | History | New | 981 | 185 | 0.03% | — | 826 | +981 | New | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 976 | 185 | 0.0% | 0.0% | 825 | +756 | 343.64% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 972 | 184 | 0.01% | 0.0% | 827 | +673 | 225.08% | Q1 2026 | Apr 24, 2026 |
| Copia Wealth Management | History | No change | 973 | 184 | 0.13% | 0.13% | 828 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 967 | 183 | 0.02% | 0.02% | 829 | -21 | -2.13% | Q1 2026 | Apr 08, 2026 |
| Westside Investment Management, Inc. | History | Added to | 965 | 182 | 0.03% | 0.03% | 830 | +25 | 2.66% | Q1 2026 | May 04, 2026 |
| Clearstead Trust, LLC | History | No change | 946 | 179 | 0.03% | 0.03% | 831 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rice Partnership, LLC | History | No change | 938 | 177 | 0.02% | 0.02% | 832 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 925 | 175 | 0.01% | 0.01% | 833 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 925 | 175 | 0.01% | 0.01% | 834 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Walsh & Associates, LLC | History | No change | 894 | 169 | 0.17% | 0.16% | 835 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 880 | 166 | 0.04% | 0.04% | 836 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 842 | 159 | 0.03% | 0.04% | 837 | -201 | -19.27% | Q1 2026 | May 05, 2026 |
| SouthState Bank Corp | History | Added to | 824 | 156 | 0.01% | 0.01% | 838 | +31 | 3.91% | Q1 2026 | May 05, 2026 |
| Topsail Wealth Management, LLC | History | No change | 823 | 156 | 0.02% | 0.02% | 839 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 810 | 153 | 0.08% | 0.08% | 840 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 791 | 150 | 0.0% | — | 842 | +791 | New | Q1 2026 | May 08, 2026 |
| Red Tortoise LLC | History | Added to | 791 | 150 | 0.06% | 0.06% | 841 | +2 | 0.25% | Q1 2026 | Apr 21, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 782 | 148 | 0.0% | 0.0% | 843 | +482 | 160.67% | Q1 2026 | May 13, 2026 |
| MOTCO | History | No change | 782 | 148 | 0.01% | 0.01% | 844 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | No change | 772 | 146 | 0.02% | 0.02% | 845 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| J.Safra Asset Management Corp | History | Added to | 762 | 144 | 0.01% | 0.01% | 846 | +2 | 0.26% | Q1 2026 | May 04, 2026 |
| Basepoint Wealth LLC | History | Added to | 755 | 143 | 0.08% | 0.08% | 848 | +2 | 0.27% | Q1 2026 | May 07, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 756 | 143 | 0.07% | 0.06% | 847 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 754 | 142 | 0.02% | 0.02% | 849 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CERTUITY, LLC | History | Reduced | 728 | 138 | 0.01% | 0.02% | 850 | -731 | -50.1% | Q1 2026 | May 11, 2026 |
| Dorato Capital Management | History | No change | 656 | 130 | 0.1% | 0.1% | 851 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 680 | 128 | 0.01% | 0.01% | 852 | -39 | -5.42% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | No change | 678 | 128 | 0.01% | 0.01% | 853 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Navigoe, LLC | History | Added to | 658 | 124 | 0.07% | 0.07% | 857 | +1 | 0.15% | Q1 2026 | May 01, 2026 |
| Grove Bank & Trust | History | No change | 659 | 124 | 0.01% | 0.01% | 854 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 658 | 124 | 0.07% | 0.06% | 855 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JDM Financial Group LLC | History | No change | 655 | 124 | 0.05% | 0.05% | 856 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 650 | 123 | 0.02% | 0.02% | 858 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 619 | 117 | 0.01% | 0.0% | 859 | +552 | 823.88% | Q1 2026 | May 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 647 | 117 | 0.03% | 0.03% | 860 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EPG Wealth Management LLC | History | Added to | 612 | 116 | 0.03% | 0.03% | 861 | +2 | 0.33% | Q1 2026 | May 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 605 | 114 | 0.03% | 0.03% | 862 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NVWM, LLC | History | No change | 600 | 113 | 0.03% | 0.02% | 863 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Coston, McIsaac & Partners | History | No change | 597 | 113 | 0.03% | 0.03% | 864 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 577 | 110 | 0.09% | 0.1% | 865 | +2 | 0.35% | Q1 2026 | Apr 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 559 | 106 | 0.01% | 0.01% | 866 | -70 | -11.13% | Q1 2026 | Apr 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 553 | 104 | 0.0% | — | 867 | +553 | New | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 547 | 103 | 0.01% | 0.01% | 868 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CNB Bank | History | No change | 546 | 103 | 0.04% | 0.04% | 869 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| City State Bank | History | Reduced | 523 | 99 | 0.03% | 0.05% | 871 | -416 | -44.3% | Q1 2026 | Apr 20, 2026 |
| Manchester Capital Management LLC | History | No change | 523 | 99 | 0.01% | 0.01% | 870 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 502 | 95 | 0.0% | 0.0% | 872 | -3,319 | -86.86% | Q1 2026 | May 08, 2026 |
| CoreFirst Bank & Trust | History | No change | 525 | 95 | 0.05% | 0.05% | 873 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 489 | 92 | 0.0% | 0.0% | 874 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Balentine LLC | History | No change | 480 | 91 | 0.0% | 0.0% | 875 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 485 | 91 | 0.02% | 0.02% | 876 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Windsor Advisory Group, LLC | History | No change | 474 | 89 | 0.07% | 0.08% | 877 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 468 | 88 | 0.03% | — | 878 | +468 | New | Q1 2026 | May 06, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 450 | 85 | 0.03% | 0.03% | 879 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ATWOOD & PALMER INC | History | No change | 439 | 83 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Caitlin John, LLC | History | No change | 437 | 82 | 0.05% | 0.05% | 881 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 426 | 80 | 0.01% | 0.01% | 882 | -1 | -0.23% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | Added to | 418 | 79 | 0.01% | 0.01% | 883 | +13 | 3.21% | Q1 2026 | May 08, 2026 |
| MilWealth Group LLC | History | No change | 417 | 79 | 0.02% | 0.02% | 884 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 413 | 78 | 0.04% | 0.04% | 885 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Key Capital Management, INC | History | New | 410 | 77 | 0.05% | — | 887 | +410 | New | Q1 2026 | May 07, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 430 | 77 | 0.12% | 0.12% | 886 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 402 | 76 | 0.01% | 0.01% | 888 | +1 | 0.25% | Q1 2026 | May 20, 2026 |
| HHM Wealth Advisors, LLC | History | New | 400 | 75 | 0.01% | — | 891 | +400 | New | Q1 2026 | Apr 17, 2026 |
| DARA CAPITAL US, INC. | History | No change | 400 | 75 | 0.07% | 0.06% | 889 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Seneschal Advisors, LLC | History | No change | 400 | 75 | 0.06% | 0.05% | 890 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Marquette Asset Management, LLC | History | Added to | 393 | 74 | 0.01% | 0.01% | 892 | +46 | 13.26% | Q1 2026 | Apr 23, 2026 |
| Financial Perspectives, Inc | History | No change | 395 | 74 | 0.02% | 0.02% | 893 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 390 | 73 | 0.02% | 0.02% | 894 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 387 | 73 | 0.06% | 0.05% | 895 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Community Bank, N.A. | History | No change | 384 | 72 | 0.01% | 0.01% | 896 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 369 | 69 | 0.01% | 0.01% | 897 | +56 | 17.89% | Q1 2026 | Apr 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 350 | 66 | 0.0% | 0.0% | 898 | -73 | -17.26% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 349 | 66 | 0.01% | 0.01% | 899 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Crewe Advisors LLC | History | No change | 353 | 66 | 0.01% | 0.01% | 900 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Roble, Belko & Company, Inc | History | No change | 340 | 64 | 0.01% | 0.01% | 901 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BALLAST ADVISORS LLC | History | No change | 338 | 64 | 0.02% | 0.02% | 902 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bangor Savings Bank | History | No change | 337 | 63 | 0.01% | 0.0% | 903 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 313 | 59 | 0.02% | 0.02% | 904 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 312 | 59 | 0.02% | 0.02% | 905 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 309 | 58 | 0.01% | 0.01% | 906 | -51 | -14.17% | Q1 2026 | Apr 15, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 308 | 58 | 0.13% | 0.12% | 907 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 287 | 54 | 0.01% | 0.0% | 908 | +230 | 403.51% | Q1 2026 | May 11, 2026 |
| Covenant Partners, LLC | History | No change | 294 | 53 | 0.02% | 0.02% | 909 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Integrity Financial Corp /WA | History | No change | 282 | 53 | 0.03% | 0.03% | 910 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Roxbury Financial LLC | History | No change | 275 | 52 | 0.05% | 0.04% | 911 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | No change | 277 | 52 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | No change | 273 | 51 | 0.02% | 0.02% | 913 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Redwood Park Advisors LLC | History | No change | 270 | 51 | 0.03% | 0.03% | 914 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| S&T BANK/PA | History | No change | 261 | 49 | 0.02% | 0.01% | 915 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Reduced | 247 | 46 | 0.0% | 0.01% | 916 | -119 | -32.51% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 233 | 44 | 0.0% | 0.0% | 917 | -396 | -62.96% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 235 | 44 | 0.0% | 0.01% | 919 | -73 | -23.7% | Q1 2026 | Apr 28, 2026 |
| WPG Advisers, LLC | History | Reduced | 237 | 44 | 0.03% | 0.03% | 920 | -2 | -0.84% | Q1 2026 | Apr 29, 2026 |
| Biltmore Family Office, LLC | History | No change | 233 | 44 | 0.01% | 0.01% | 918 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 231 | 43 | 0.01% | 0.01% | 921 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 222 | 42 | 0.01% | 0.0% | 922 | +194 | 692.86% | Q1 2026 | Apr 30, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 216 | 40 | 0.03% | 0.03% | 923 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 209 | 39 | 0.0% | 0.0% | 924 | -209 | -50.0% | Q1 2026 | Apr 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 210 | 39 | 0.02% | 0.02% | 925 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pflug Koory, LLC | History | No change | 205 | 38 | 0.02% | 0.02% | 926 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | No change | 204 | 38 | 0.0% | 0.0% | 927 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Insight Inv LLC | History | No change | 200 | 37 | 0.02% | 0.02% | 928 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 190 | 36 | 0.0% | — | 929 | +190 | New | Q1 2026 | Apr 16, 2026 |
| Evensky & Katz LLC | History | Reduced | 187 | 35 | 0.0% | 0.0% | 930 | -87 | -31.75% | Q1 2026 | Apr 22, 2026 |
| First Command Advisory Services, Inc. | History | No change | 185 | 35 | 0.0% | 0.0% | 931 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | Added to | 182 | 34 | 0.0% | 0.0% | 932 | +125 | 219.3% | Q1 2026 | Apr 28, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 191 | 34 | 0.02% | 0.02% | 933 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Bank of Jackson Hole Trust | History | No change | 180 | 34 | 0.02% | 0.02% | 934 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 175 | 33 | 0.0% | 0.0% | 935 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Strive Financial Group ,LLC | History | No change | 173 | 33 | 0.02% | 0.02% | 936 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 171 | 32 | 0.0% | 0.0% | 937 | -28 | -14.07% | Q1 2026 | May 11, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 170 | 32 | 0.02% | 0.02% | 939 | -19 | -10.05% | Q1 2026 | Apr 08, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 157 | 32 | 0.01% | 0.01% | 938 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 159 | 30 | 0.01% | 0.01% | 940 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | No change | 163 | 30 | 0.0% | 0.0% | 941 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | No change | 151 | 29 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Perkins Coie Trust Co | History | No change | 155 | 29 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DT Investment Partners, LLC | History | No change | 150 | 28 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Reduced | 147 | 27 | 0.01% | 0.0% | 947 | -3 | -2.0% | Q1 2026 | Apr 03, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 145 | 27 | 0.01% | 0.01% | 945 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 151 | 27 | 0.0% | 0.0% | 946 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 137 | 26 | 0.0% | 0.0% | 948 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ransom Advisory, Ltd | History | No change | 146 | 26 | 0.01% | 0.01% | 949 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | New | 136 | 25 | 0.01% | — | 951 | +136 | New | Q1 2026 | Apr 20, 2026 |
| Pacifica Partners Inc. | History | No change | 137 | 25 | 0.01% | 0.01% | 950 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Armor Investment Advisors, LLC | History | No change | 130 | 24 | 0.01% | 0.01% | 952 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 126 | 23 | 0.01% | 0.01% | 953 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 115 | 21 | 0.02% | 0.02% | 954 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 106 | 20 | 0.01% | 0.01% | 955 | -170 | -61.59% | Q1 2026 | Apr 29, 2026 |
| Operose Advisors LLC | History | Reduced | 107 | 20 | 0.0% | 0.01% | 956 | -45 | -29.61% | Q1 2026 | May 12, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 100 | 19 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 101 | 19 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 100 | 19 | 0.0% | 0.0% | 959 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | No change | 103 | 19 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Pandora Wealth, Inc. | History | No change | 107 | 19 | 0.01% | 0.01% | 961 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 102 | 19 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | No change | 100 | 18 | 0.01% | 0.01% | 963 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 18 | 0.01% | 0.01% | 964 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Crews Bank & Trust | History | No change | 100 | 18 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 95 | 17 | 0.0% | 0.0% | 966 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gen-Wealth Partners Inc | History | No change | 91 | 17 | 0.01% | 0.01% | 967 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 85 | 16 | 0.0% | — | 972 | +85 | New | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 88 | 16 | 0.0% | 0.0% | 969 | +21 | 31.34% | Q1 2026 | Apr 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 89 | 16 | 0.01% | 0.01% | 971 | -18 | -16.82% | Q1 2026 | May 01, 2026 |
| WFA of San Diego, LLC | History | No change | 85 | 16 | 0.01% | 0.01% | 968 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quent Capital, LLC | History | No change | 86 | 16 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 81 | 15 | 0.0% | 0.0% | 973 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 76 | 14 | 0.01% | 0.01% | 978 | +3 | 4.11% | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 79 | 14 | 0.0% | 0.0% | 975 | +1 | 1.28% | Q1 2026 | May 01, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 79 | 14 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Morling Financial Advisors, LLC | History | No change | 78 | 14 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Milestone Investment Advisors LLC | History | No change | 76 | 14 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 72 | 13 | 0.01% | 0.01% | 979 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 70 | 13 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fairman Group, LLC | History | No change | 72 | 13 | 0.01% | 0.01% | 981 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Life Planners | History | New | 67 | 12 | 0.01% | — | 984 | +67 | New | Q1 2026 | Apr 24, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 68 | 12 | 0.0% | 0.0% | 982 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 65 | 12 | 0.0% | 0.0% | 983 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 63 | 11 | 0.0% | 0.0% | 987 | +3 | 5.0% | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 63 | 11 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 54 | 11 | 0.01% | 0.0% | 986 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 58 | 11 | 0.01% | 0.01% | 988 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | No change | 62 | 11 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 57 | 10 | 0.0% | — | 995 | +57 | New | Q1 2026 | Apr 29, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 53 | 10 | 0.02% | — | 996 | +53 | New | Q1 2026 | May 04, 2026 |
| Park Place Capital Corp | History | Reduced | 55 | 10 | 0.0% | 0.0% | 992 | -38 | -40.86% | Q1 2026 | Apr 09, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 53 | 10 | 0.0% | 0.0% | 990 | +19 | 55.88% | Q1 2026 | May 08, 2026 |
| NWK Group, Inc. | History | No change | 57 | 10 | 0.0% | 0.0% | 991 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| one8zero8, LLC | History | No change | 55 | 10 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NorthAvenue LLC | History | No change | 56 | 10 | 0.01% | 0.01% | 994 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 49 | 9 | 0.0% | — | 1000 | +49 | New | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 51 | 9 | 0.0% | 0.0% | 997 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McIlrath & Eck, LLC | History | No change | 47 | 9 | 0.0% | 0.0% | 998 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 50 | 9 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | No change | 45 | 8 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 44 | 8 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 44 | 8 | 0.01% | 0.0% | 1003 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 39 | 8 | 0.01% | 0.01% | 1004 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Reduced | 37 | 7 | 0.0% | 0.0% | 1007 | -28 | -43.08% | Q1 2026 | May 06, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 1005 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 37 | 7 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 42 | 7 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 35 | 6 | 0.0% | 0.03% | 1009 | -507 | -93.54% | Q1 2026 | Apr 14, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 35 | 6 | 0.0% | 0.0% | 1010 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 28 | 5 | 0.0% | 0.01% | 1013 | -43 | -60.56% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 30 | 5 | 0.0% | — | 1017 | +30 | New | Q1 2026 | May 08, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 27 | 5 | 0.0% | 0.0% | 1011 | -15 | -35.71% | Q1 2026 | Apr 20, 2026 |
| Breakwater Investment Management | History | No change | 31 | 5 | 0.0% | 0.0% | 1012 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Planning Project LLC | History | No change | 28 | 5 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | No change | 30 | 5 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 27 | 5 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Burk Holdings LLC | History | New | 26 | 4 | 0.0% | — | 1024 | +26 | New | Q1 2026 | May 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 24 | 4 | 0.0% | — | 1021 | +24 | New | Q1 2026 | May 11, 2026 |
| Hickory Point Bank & Trust | History | New | 22 | 4 | 0.0% | — | 1023 | +22 | New | Q1 2026 | Apr 03, 2026 |
| Ascentis Independent Advisors | History | New | 21 | 4 | 0.0% | — | 1022 | +21 | New | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 19 | 4 | 0.0% | 0.0% | 1018 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Motiv8 Investments LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 1019 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Longview Financial Advisors LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 1020 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 17 | 3 | 0.0% | 0.08% | 1028 | -1,178 | -98.58% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 21 | 3 | 0.0% | — | 1029 | +21 | New | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | New | 19 | 3 | 0.0% | — | 1030 | +19 | New | Q1 2026 | May 11, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 1026 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 12 | 2 | 0.0% | 0.0% | 1033 | -66 | -84.62% | Q1 2026 | May 06, 2026 |
| Accent Capital Management, LLC | History | New | 13 | 2 | 0.0% | — | 1036 | +13 | New | Q1 2026 | May 11, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 15 | 2 | 0.0% | 0.0% | 1032 | -10 | -40.0% | Q1 2026 | Apr 23, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 15 | 2 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 1034 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 1035 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VSM Wealth Advisory, LLC | History | New | 9 | 1 | 0.0% | — | 1039 | +9 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 1037 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 7 | 1 | 0.0% | 0.0% | 1038 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -78,224 | -100.0% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -42,733 | -100.0% | Q1 2026 | May 15, 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 1.76% | — | -27,500 | -100.0% | Q1 2026 | May 15, 2026 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.06% | — | -22,179 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,245 | -100.0% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,203 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,059 | -100.0% | Q1 2026 | May 13, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -13,705 | -100.0% | Q1 2026 | May 13, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -10,848 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Peloton Wealth Strategists | History | Closed out | 0 | 0 | — | 0.76% | — | -10,799 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -7,251 | -100.0% | Q1 2026 | May 11, 2026 |
| River Road Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,064 | -100.0% | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,625 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,223 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.08% | — | -5,461 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,398 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Linden Thomas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,263 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,031 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.08% | — | -5,010 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,968 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -2,773 | -100.0% | Q1 2026 | May 04, 2026 |
| WASATCH ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,765 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,686 | -100.0% | Q1 2026 | May 14, 2026 |
| Coastwise Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,104 | -100.0% | Q1 2026 | May 07, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Closed out | 0 | 0 | — | 0.24% | — | -2,000 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,949 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,839 | -100.0% | Q1 2026 | May 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,810 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,771 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,567 | -100.0% | Q1 2026 | May 20, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.19% | — | -1,430 | -100.0% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,301 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,235 | -100.0% | Q1 2026 | May 15, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.14% | — | -1,195 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,165 | -100.0% | Q1 2026 | May 14, 2026 |
| Tranquility Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,148 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Asempa Wealth Advisors | History | Closed out | 0 | 0 | — | 0.18% | — | -1,135 | -100.0% | Q1 2026 | Apr 08, 2026 |
| WASHINGTON TRUST Co | History | Closed out | 0 | 0 | — | 0.01% | — | -1,131 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,122 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,110 | -100.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -870 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -807 | -100.0% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -789 | -100.0% | Q1 2026 | May 13, 2026 |
| Columbia Asset Management | History | Closed out | 0 | 0 | — | 0.02% | — | -646 | -100.0% | Q1 2026 | Apr 20, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -339 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -318 | -100.0% | Q1 2026 | May 06, 2026 |
| TrinityBridge Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q1 2026 | May 13, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -204 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -54 | -100.0% | Q1 2026 | May 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 12, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 04, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 04, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 11, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 23, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 01, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TSFG, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Activest Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bell Investment Advisors, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nemes Rush Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kilter Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |