iSHARES TRUST - IWP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 19,905,431 | 2,550,284 | 0.15% | 0.16% | 1 | +502,141 | 2.59% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,100,610 | 909,730 | 0.07% | 0.07% | 2 | +8,461 | 0.12% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,772,532 | 739,576 | 0.2% | 0.24% | 3 | -235,265 | -3.92% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,138,495 | 658,343 | 0.12% | 0.13% | 4 | -160,704 | -3.03% | Q1 2026 | Jul 08, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 3,951,302 | 506,240 | 3.41% | 3.66% | 5 | +111,821 | 2.91% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,851,583 | 356,388 | 0.17% | 0.4% | 6 | -1,880,400 | -39.74% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,751,384 | 352,507 | 0.05% | 0.05% | 7 | +383,464 | 16.19% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 2,644,351 | 338,794 | 0.09% | 0.1% | 8 | +27,857 | 1.06% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,602,259 | 332,761 | 0.08% | 0.09% | 9 | -181,713 | -6.53% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,434,200 | 311,869 | 0.18% | 0.18% | 10 | -23,473 | -0.96% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,253,574 | 288,727 | 0.4% | 0.42% | 11 | -46,664 | -2.03% | Q1 2026 | Apr 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 2,184,734 | 279,908 | 5.96% | 6.18% | 12 | +41,659 | 1.94% | Q1 2026 | May 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 2,103,984 | 269,562 | 2.28% | 2.2% | 13 | +110,889 | 5.56% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,974,458 | 252,967 | 0.97% | β | 14 | +1,974,458 | New | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,647,589 | 211,089 | 1.17% | 0.9% | 15 | -233,495 | -12.41% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Reduced | 1,617,898 | 207,285 | 1.0% | 1.26% | 16 | -42,519 | -2.56% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,582,899 | 202,801 | 0.25% | 0.25% | 17 | -1,479 | -0.09% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 1,534,093 | 196,547 | 4.14% | 4.99% | 18 | -211,541 | -12.12% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,415,556 | 181,360 | 0.11% | 0.12% | 19 | +10,636 | 0.76% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,309,901 | 179,377 | 0.3% | 0.3% | 20 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,273,878 | 163,209 | 1.85% | 2.17% | 21 | -165,968 | -11.53% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 1,176,536 | 150,737 | 0.01% | 0.01% | 22 | -2,725 | -0.23% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,171,450 | 150,072 | 0.22% | 0.24% | 23 | -17,725 | -1.49% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,037,365 | 132,549 | 0.04% | 0.04% | 24 | +21,872 | 2.15% | Q1 2026 | May 14, 2026 |
| Financial Advisory Corp | History | Added to | 783,005 | 100,318 | 13.94% | 14.99% | 25 | +30,400 | 4.04% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 755,617 | 96,809 | 0.02% | 0.02% | 26 | -122,078 | -13.91% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 690,014 | 88,404 | 0.09% | 0.11% | 27 | -27,400 | -3.82% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 674,595 | 86,428 | 0.1% | 0.11% | 28 | +8,514 | 1.28% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 657,827 | 84,318 | 0.09% | 0.1% | 29 | +5,668 | 0.87% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 637,930 | 81,731 | 0.11% | 0.13% | 30 | -54,854 | -7.92% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 632,091 | 80,983 | 0.11% | β | 31 | +632,091 | New | Q1 2026 | May 12, 2026 |
| American Family Investments, Inc. | History | Added to | 620,523 | 79,501 | 2.09% | 2.77% | 32 | +58,816 | 10.47% | Q1 2026 | May 14, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 606,847 | 77,749 | 8.93% | 9.2% | 33 | -45,632 | -6.99% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 606,784 | 75,010 | 0.0% | 0.01% | 34 | -11,446 | -1.85% | Q1 2026 | May 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 550,990 | 70,592 | 4.5% | 4.93% | 35 | +12,394 | 2.3% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 523,361 | 67,065 | 0.84% | 0.94% | 36 | -26,503 | -4.82% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 511,007 | 65,470 | 0.12% | 0.09% | 37 | +309,058 | 153.04% | Q1 2026 | May 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 504,731 | 64,666 | 4.17% | 3.17% | 38 | +3,296 | 0.66% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 439,554 | 56,315 | 0.01% | 0.01% | 39 | +44,071 | 11.14% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Added to | 431,031 | 55,223 | 5.62% | 5.71% | 40 | +19,255 | 4.68% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 423,386 | 54,244 | 0.04% | 0.04% | 41 | +2,625 | 0.62% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 403,230 | 51,661 | 0.42% | 0.45% | 42 | -43 | -0.01% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 337,549 | 46,223 | 0.18% | 0.18% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 346,143 | 44,348 | 0.06% | 0.04% | 44 | +136,748 | 65.31% | Q1 2026 | May 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 337,918 | 43,294 | 3.79% | 4.03% | 45 | +476 | 0.14% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Added to | 337,497 | 43,240 | 0.94% | 1.04% | 46 | +15,206 | 4.72% | Q1 2026 | May 04, 2026 |
| Truepoint, Inc. | History | Added to | 336,317 | 43,088 | 0.96% | 0.88% | 47 | +51,105 | 17.92% | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | Added to | 306,523 | 41,402 | 1.33% | 1.34% | 48 | +24,345 | 8.63% | Q1 2026 | Apr 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 311,168 | 39,866 | 0.29% | 0.44% | 49 | -147,412 | -32.15% | Q1 2026 | Apr 14, 2026 |
| M&T BANK CORP | History | Added to | 305,456 | 39,135 | 0.13% | 0.13% | 50 | +828 | 0.27% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 299,260 | 38,341 | 0.02% | 0.02% | 51 | -51,040 | -14.57% | Q1 2026 | May 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 278,458 | 35,678 | 0.58% | 0.25% | 52 | +189,035 | 211.39% | Q1 2026 | Apr 21, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 273,302 | 35,015 | 6.85% | 7.23% | 53 | -216 | -0.08% | Q1 2026 | Apr 30, 2026 |
| BANK OF HAWAII | History | Added to | 261,375 | 33,487 | 1.75% | 1.72% | 54 | +7,589 | 2.99% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 256,552 | 32,869 | 0.25% | 0.25% | 55 | +12,953 | 5.32% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 256,312 | 32,839 | 0.08% | 0.09% | 56 | +3,620 | 1.43% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 253,663 | 32,501 | 0.25% | 0.27% | 57 | -9,975 | -3.78% | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 247,050 | 31,652 | 0.63% | 0.6% | 58 | +6,731 | 2.8% | Q1 2026 | Apr 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 244,939 | 31,381 | 0.05% | 0.07% | 59 | -90,014 | -26.87% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 242,677 | 31,093 | 0.03% | 0.04% | 60 | +7,351 | 3.12% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 239,290 | 30,649 | 0.09% | 0.06% | 61 | +69,820 | 41.2% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 228,667 | 29,297 | 0.05% | 0.06% | 62 | +877 | 0.39% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Added to | 225,584 | 28,901 | 0.44% | 0.39% | 63 | +41,108 | 22.28% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 220,082 | 28,197 | 0.43% | 0.41% | 64 | +18,480 | 9.17% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 209,725 | 26,869 | 0.23% | 0.23% | 65 | -20,913 | -9.07% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 200,417 | 25,677 | 0.31% | 0.4% | 66 | -4,092 | -2.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 197,442 | 25,296 | 0.1% | 0.11% | 67 | +8,181 | 4.32% | Q1 2026 | Apr 30, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 193,789 | 24,828 | 3.05% | 3.42% | 68 | -11,013 | -5.38% | Q1 2026 | Apr 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 193,774 | 24,826 | 0.04% | 0.03% | 69 | +31,957 | 19.75% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 193,236 | 24,757 | 0.08% | 0.08% | 70 | -11,055 | -5.41% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 192,073 | 24,608 | 0.12% | 0.13% | 71 | +2,331 | 1.23% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 190,796 | 24,444 | 0.12% | 0.13% | 72 | +15,482 | 8.83% | Q1 2026 | May 08, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 184,131 | 24,196 | 3.06% | 2.98% | 73 | +22,151 | 13.68% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 177,481 | 22,738 | 0.01% | 0.01% | 74 | -14,726 | -7.66% | Q1 2026 | May 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 177,337 | 22,720 | 1.5% | 1.5% | 75 | -8,631 | -4.64% | Q1 2026 | Apr 17, 2026 |
| Accredited Investors Inc. | History | Reduced | 176,108 | 22,562 | 1.22% | 1.36% | 76 | -10,931 | -5.84% | Q1 2026 | Apr 30, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 175,231 | 22,450 | 4.76% | 4.85% | 77 | -5,468 | -3.03% | Q1 2026 | Jun 01, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 175,040 | 22,426 | 1.65% | 1.59% | 78 | +9,393 | 5.67% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Reduced | 173,669 | 22,250 | 0.17% | 0.2% | 79 | -2,396 | -1.36% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 173,483 | 22,226 | 0.01% | 0.01% | 80 | +4,698 | 2.78% | Q1 2026 | Apr 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 172,144 | 22,055 | 0.08% | 0.08% | 81 | +511 | 0.3% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 162,480 | 20,819 | 0.02% | 0.02% | 82 | +329 | 0.2% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 162,277 | 20,790 | 0.12% | 0.15% | 83 | -25,595 | -13.62% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 159,564 | 20,443 | 0.25% | 0.27% | 84 | +4,297 | 2.77% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 157,268 | 20,149 | 0.25% | 0.25% | 85 | +9,429 | 6.38% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 156,876 | 20,098 | 1.22% | 0.78% | 86 | -2,212,407 | -93.38% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Added to | 146,291 | 18,742 | 1.28% | 1.48% | 87 | +17,762 | 13.82% | Q1 2026 | Apr 20, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 143,303 | 18,359 | 3.66% | 3.88% | 88 | +7,470 | 5.5% | Q1 2026 | Apr 09, 2026 |
| Mechanics Bank Trust Department | History | Added to | 139,696 | 17,897 | 2.48% | 2.5% | 89 | +163 | 0.12% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Added to | 139,324 | 17,850 | 0.07% | 0.08% | 90 | +235 | 0.17% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 139,007 | 17,754 | 0.03% | 0.03% | 91 | -27,922 | -16.73% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 138,416 | 17,733 | 0.14% | 0.15% | 92 | -3,187 | -2.25% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 135,306 | 17,335 | 0.05% | 0.05% | 93 | -24,205 | -15.17% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 135,083 | 17,306 | 0.0% | 0.0% | 94 | -2,594 | -1.88% | Q1 2026 | May 14, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 131,521 | 16,259 | 9.53% | 10.01% | 95 | -1,445 | -1.09% | Q1 2026 | Apr 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 123,871 | 15,870 | 0.07% | 0.09% | 96 | -9,845 | -7.36% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 123,120 | 15,774 | 2.7% | 3.9% | 97 | +969 | 0.79% | Q1 2026 | Apr 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 121,014 | 15,504 | 0.03% | 0.03% | 98 | +4,705 | 4.05% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 120,394 | 15,424 | 0.0% | 0.0% | 99 | +3,788 | 3.25% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 119,429 | 15,301 | 0.08% | 0.07% | 100 | +24,215 | 25.43% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 117,660 | 15,074 | 1.24% | 1.31% | 101 | +5,673 | 5.07% | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 116,880 | 14,974 | 0.36% | 0.38% | 102 | +10,173 | 9.53% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 114,619 | 14,685 | 0.4% | 0.44% | 103 | +1,099 | 0.97% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Added to | 113,070 | 14,486 | 0.26% | 0.27% | 104 | +60 | 0.05% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 111,789 | 14,322 | 0.39% | 0.44% | 105 | -2,599 | -2.27% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 104,619 | 14,271 | 0.18% | 0.19% | 106 | -3,756 | -3.47% | Q1 2026 | May 06, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 101,651 | 13,023 | 4.47% | 6.51% | 107 | -41,911 | -29.19% | Q1 2026 | Apr 24, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 101,302 | 12,978 | 0.25% | 0.28% | 108 | -5,101 | -4.79% | Q1 2026 | May 01, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 100,899 | 12,927 | 0.54% | 0.6% | 109 | +108 | 0.11% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 100,162 | 12,832 | 0.05% | 0.05% | 110 | +7,545 | 8.15% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 93,677 | 12,828 | 1.15% | 1.15% | 111 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 99,763 | 12,781 | 5.98% | 5.64% | 112 | +10,501 | 11.76% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 98,755 | 12,758 | 0.03% | 0.02% | 113 | -21,168 | -17.65% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 98,811 | 12,659 | 0.07% | 0.08% | 114 | -6,358 | -6.05% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 91,907 | 12,559 | 0.33% | 0.53% | 115 | +579 | 0.63% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 97,741 | 12,522 | 1.12% | β | 116 | +97,741 | New | Q1 2026 | Apr 08, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 96,448 | 12,356 | 2.25% | 2.54% | 117 | -2,948 | -2.97% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 95,440 | 12,227 | 0.04% | 0.05% | 118 | -606 | -0.63% | Q1 2026 | Jun 02, 2026 |
| &PARTNERS | History | Reduced | 93,634 | 12,057 | 0.06% | 0.07% | 119 | -547 | -0.58% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 93,501 | 11,979 | 0.33% | 0.35% | 120 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 92,444 | 11,843 | 0.88% | 0.85% | 121 | +9,007 | 10.79% | Q1 2026 | Apr 16, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 90,273 | 11,565 | 4.1% | 4.73% | 122 | -8,613 | -8.71% | Q1 2026 | Apr 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 89,844 | 11,510 | 0.19% | 0.21% | 123 | -738 | -0.81% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 83,921 | 10,751 | 0.22% | 0.24% | 124 | -3,730 | -4.26% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 83,724 | 10,726 | 0.14% | 0.07% | 125 | +47,707 | 132.46% | Q1 2026 | May 15, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 83,417 | 10,687 | 2.04% | 1.99% | 126 | +6,996 | 9.15% | Q1 2026 | Apr 09, 2026 |
| XML Financial, LLC | History | Added to | 82,563 | 10,577 | 0.85% | 0.9% | 127 | +2,046 | 2.54% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 81,335 | 10,420 | 0.0% | 0.0% | 128 | +14,276 | 21.29% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 80,800 | 10,352 | 1.23% | 1.48% | 129 | -8,935 | -9.96% | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 80,728 | 10,342 | 0.46% | 0.47% | 130 | +4,332 | 5.67% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 79,141 | 10,139 | 0.0% | 0.0% | 131 | +7,990 | 11.23% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 79,136 | 10,138 | 0.21% | 0.23% | 132 | +5,049 | 6.81% | Q1 2026 | Apr 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 78,872 | 10,105 | 3.21% | 3.38% | 133 | -143 | -0.18% | Q1 2026 | Apr 27, 2026 |
| Argent Trust Co | History | Reduced | 78,796 | 10,095 | 0.34% | 0.38% | 134 | -1,460 | -1.82% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 78,349 | 10,038 | 0.34% | 0.34% | 135 | +3,950 | 5.31% | Q1 2026 | May 07, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 78,200 | 10,018 | 1.05% | 1.17% | 136 | +12 | 0.02% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 77,383 | 9,926 | 0.01% | 0.01% | 137 | +6,651 | 9.4% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 75,662 | 9,693 | 0.41% | 0.38% | 138 | +14,325 | 23.35% | Q1 2026 | Apr 30, 2026 |
| Corundum Group, Inc. | History | Added to | 75,496 | 9,672 | 3.23% | 3.15% | 139 | +6,909 | 10.07% | Q1 2026 | Apr 20, 2026 |
| Sterling Capital Management LLC | History | Added to | 75,462 | 9,668 | 0.18% | 0.15% | 140 | +7,225 | 10.59% | Q1 2026 | Apr 22, 2026 |
| MidFirst Bank | History | Reduced | 73,858 | 9,462 | 0.78% | 0.83% | 141 | -2,155 | -2.84% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 73,153 | 9,372 | 0.02% | 0.02% | 142 | -5,427 | -6.91% | Q1 2026 | Apr 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 72,672 | 9,310 | 0.13% | 0.01% | 143 | +69,832 | 2458.87% | Q1 2026 | May 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 72,101 | 9,237 | 5.72% | 5.69% | 144 | +1,350 | 1.91% | Q1 2026 | May 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 67,200 | 9,202 | 4.09% | 4.09% | 145 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FineMark National Bank & Trust | History | No change | 64,014 | 8,766 | 0.27% | 0.27% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sentinel Advisory Group, LLC | History | New | 67,385 | 8,633 | 4.21% | β | 147 | +67,385 | New | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 67,296 | 8,621 | 0.92% | 0.92% | 148 | +5,487 | 8.88% | Q1 2026 | May 06, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 67,103 | 8,597 | 0.27% | 0.27% | 149 | +2,327 | 3.59% | Q1 2026 | Apr 24, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 66,500 | 8,519 | 0.32% | 0.35% | 150 | -2,172 | -3.16% | Q1 2026 | Apr 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 66,154 | 8,475 | 0.34% | 0.34% | 151 | +913 | 1.4% | Q1 2026 | May 04, 2026 |
| CONNING INC. | History | Added to | 65,605 | 8,405 | 0.28% | 0.22% | 152 | +16,582 | 33.82% | Q1 2026 | Apr 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 65,119 | 8,343 | 0.62% | 0.62% | 153 | +1,469 | 2.31% | Q1 2026 | Apr 13, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 61,335 | 7,858 | 0.76% | 0.78% | 154 | +3 | 0.0% | Q1 2026 | May 06, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 61,300 | 7,853 | 0.01% | 0.01% | 155 | -14,900 | -19.55% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 60,730 | 7,809 | 0.82% | 0.42% | 156 | +37,450 | 160.87% | Q1 2026 | Apr 23, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 60,109 | 7,701 | 1.85% | 2.12% | 157 | +1,093 | 1.85% | Q1 2026 | Apr 24, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 58,718 | 7,522 | 4.7% | 4.95% | 158 | +794 | 1.37% | Q1 2026 | Apr 10, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 58,582 | 7,505 | 0.52% | 0.55% | 159 | -634 | -1.07% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 57,762 | 7,400 | 0.1% | 0.13% | 160 | -11,103 | -16.12% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 57,606 | 7,380 | 0.3% | 0.33% | 161 | -662 | -1.14% | Q1 2026 | Apr 21, 2026 |
| Advisors Capital Management, LLC | History | Added to | 56,908 | 7,291 | 0.08% | 0.08% | 162 | +8,912 | 18.57% | Q1 2026 | May 01, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Added to | 56,759 | 7,271 | 7.04% | 6.92% | 163 | +2,198 | 4.03% | Q1 2026 | Jun 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 55,450 | 7,104 | 0.08% | 0.09% | 164 | -2,568 | -4.43% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 54,414 | 6,971 | 0.01% | 0.01% | 165 | +4,706 | 9.47% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 53,431 | 6,845 | 0.0% | 0.0% | 166 | +40,019 | 298.38% | Q1 2026 | May 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 53,179 | 6,813 | 0.57% | 0.57% | 167 | +2,034 | 3.98% | Q1 2026 | May 11, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 53,108 | 6,804 | 2.83% | 2.87% | 168 | +2,692 | 5.34% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 53,061 | 6,798 | 0.02% | 0.03% | 169 | -38,722 | -42.19% | Q1 2026 | May 14, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 52,210 | 6,689 | 2.31% | 2.43% | 170 | +574 | 1.11% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 51,410 | 6,586 | 0.0% | 0.0% | 171 | +20,310 | 65.31% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 51,091 | 6,545 | 0.08% | 0.08% | 172 | -1,294 | -2.47% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 50,529 | 6,474 | 0.2% | β | 173 | +50,529 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 49,344 | 6,322 | 0.06% | 0.09% | 174 | -1,504 | -2.96% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 49,282 | 6,314 | 0.08% | 0.08% | 175 | +658 | 1.35% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 48,495 | 6,213 | 0.28% | 0.29% | 176 | +2,670 | 5.83% | Q1 2026 | May 08, 2026 |
| FARMERS TRUST CO | History | Added to | 47,815 | 6,126 | 0.96% | 0.07% | 177 | +44,855 | 1515.37% | Q1 2026 | Apr 07, 2026 |
| VANCE WEALTH, LLC | History | Added to | 47,454 | 6,079 | 1.76% | 1.88% | 178 | +1,324 | 2.87% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 47,041 | 6,058 | 0.06% | 0.03% | 179 | +23,890 | 103.19% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 47,268 | 6,056 | 0.39% | 0.42% | 180 | +68 | 0.14% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 46,975 | 6,018 | 0.02% | 0.02% | 181 | +2,455 | 5.51% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 46,843 | 6,001 | 0.03% | 0.02% | 182 | +19,506 | 71.35% | Q1 2026 | May 15, 2026 |
| TICINO WEALTH | History | Reduced | 39,605 | 5,975 | 2.08% | 2.18% | 183 | -3,336 | -7.77% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 46,429 | 5,948 | 0.09% | 0.1% | 184 | +9,834 | 26.87% | Q1 2026 | May 15, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 46,275 | 5,928 | 0.21% | 1.9% | 185 | -333,749 | -87.82% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 45,558 | 5,836 | 0.09% | 0.09% | 186 | -350 | -0.76% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | No change | 45,361 | 5,813 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 44,996 | 5,764 | 0.1% | 0.1% | 188 | +1,151 | 2.63% | Q1 2026 | Apr 21, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 44,531 | 5,705 | 0.41% | 0.45% | 189 | -692 | -1.53% | Q1 2026 | May 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 44,241 | 5,668 | 0.76% | 0.84% | 190 | -1,316 | -2.89% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 44,191 | 5,661 | 0.27% | 0.25% | 191 | +7,073 | 19.06% | Q1 2026 | Apr 28, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 45,474 | 5,621 | 1.87% | 1.48% | 192 | +12,595 | 38.31% | Q1 2026 | Apr 27, 2026 |
| rebel Financial LLC | History | Added to | 43,760 | 5,606 | 2.43% | 2.39% | 193 | +2,929 | 7.17% | Q1 2026 | Apr 24, 2026 |
| Hilltop National Bank | History | Added to | 43,633 | 5,590 | 1.33% | 1.44% | 194 | +229 | 0.53% | Q1 2026 | Apr 02, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 43,513 | 5,574 | 1.97% | 2.23% | 195 | -217 | -0.5% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 43,249 | 5,541 | 0.03% | 0.03% | 196 | +8,424 | 24.19% | Q1 2026 | May 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 43,092 | 5,520 | 1.96% | 2.07% | 197 | -148 | -0.34% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 43,004 | 5,509 | 0.15% | 0.16% | 198 | +2,045 | 4.99% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 42,618 | 5,460 | 0.06% | 0.09% | 199 | -8,966 | -17.38% | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 42,392 | 5,431 | 0.16% | 0.19% | 200 | -3,929 | -8.48% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 41,480 | 5,314 | 0.01% | 0.01% | 201 | +878 | 2.16% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Reduced | 41,422 | 5,307 | 0.01% | 0.01% | 202 | -256 | -0.61% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 41,092 | 5,264 | 0.03% | 0.03% | 203 | +2,722 | 7.09% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 40,652 | 5,208 | 0.19% | 0.19% | 204 | +3,209 | 8.57% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 40,058 | 5,132 | 0.02% | 0.03% | 205 | -80 | -0.2% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 39,950 | 5,118 | 0.13% | 0.0% | 206 | +39,759 | 20816.23% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 39,438 | 5,052 | 0.17% | 0.17% | 207 | +2,104 | 5.64% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 39,932 | 4,994 | 0.15% | 0.17% | 208 | -700 | -1.72% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 38,651 | 4,951 | 0.1% | 0.08% | 209 | +5,865 | 17.89% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 38,607 | 4,946 | 0.02% | 0.02% | 210 | +4,804 | 14.21% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Added to | 38,538 | 4,937 | 0.44% | 0.37% | 211 | +9,270 | 31.67% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,510 | 4,933 | 0.07% | 0.07% | 212 | +2,464 | 6.84% | Q1 2026 | May 15, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 38,288 | 4,905 | 1.84% | 1.8% | 213 | +1,798 | 4.93% | Q1 2026 | May 08, 2026 |
| Lee Financial Co | History | Reduced | 37,513 | 4,806 | 0.68% | 0.75% | 214 | -3,206 | -7.87% | Q1 2026 | Apr 13, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 37,298 | 4,778 | 0.17% | 0.24% | 215 | -9,148 | -19.7% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 37,244 | 4,771 | 0.9% | 0.87% | 216 | -473 | -1.25% | Q1 2026 | May 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 37,237 | 4,770 | 0.06% | 0.07% | 217 | -4,553 | -10.89% | Q1 2026 | May 08, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 37,139 | 4,758 | 1.49% | 1.58% | 218 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Saiph Capital, LLC | History | Added to | 37,063 | 4,748 | 1.8% | 1.8% | 219 | +490 | 1.34% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 37,042 | 4,745 | 0.09% | 0.1% | 220 | +714 | 1.97% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 36,601 | 4,689 | 0.23% | 0.1% | 221 | +22,093 | 152.28% | Q1 2026 | May 04, 2026 |
| EQUITABLE TRUST CO | History | Added to | 36,056 | 4,619 | 0.21% | 0.21% | 222 | +964 | 2.75% | Q1 2026 | Apr 30, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 35,596 | 4,560 | 0.08% | 0.09% | 224 | -7,870 | -18.11% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 35,598 | 4,560 | 0.36% | 0.36% | 223 | +346 | 0.98% | Q1 2026 | Apr 23, 2026 |
| HRT FINANCIAL LP | History | New | 35,287 | 4,520 | 0.01% | β | 225 | +35,287 | New | Q1 2026 | May 14, 2026 |
| Eukles Asset Management | History | Added to | 35,051 | 4,490 | 2.0% | 1.62% | 226 | +4,683 | 15.42% | Q1 2026 | May 05, 2026 |
| Processus Wealth & Capital Management, LLC | History | Added to | 34,867 | 4,467 | 3.03% | 3.04% | 227 | +1,180 | 3.5% | Q1 2026 | May 12, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 34,381 | 4,404 | 2.62% | 2.8% | 228 | +985 | 2.95% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 33,981 | 4,354 | 0.03% | 0.08% | 229 | -36,599 | -51.85% | Q1 2026 | Apr 07, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 33,928 | 4,346 | 0.31% | 0.17% | 230 | +24,784 | 271.04% | Q1 2026 | May 15, 2026 |
| Beacon Bank & Trust | History | Reduced | 33,469 | 4,288 | 0.88% | 0.95% | 231 | -726 | -2.12% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 33,395 | 4,278 | 0.12% | 0.04% | 232 | +24,236 | 264.61% | Q1 2026 | May 13, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 33,369 | 4,275 | 1.57% | 1.67% | 233 | -1,427 | -4.1% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 32,947 | 4,221 | 0.24% | 0.25% | 234 | +11 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Atlas Brown,Inc. | History | Reduced | 32,901 | 4,215 | 1.27% | 1.36% | 235 | -400 | -1.2% | Q1 2026 | Apr 17, 2026 |
| May Barnhard Investments LLC | History | Reduced | 32,838 | 4,207 | 2.04% | 2.33% | 236 | -3,178 | -8.82% | Q1 2026 | May 13, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 32,699 | 4,189 | 1.52% | 1.52% | 237 | +2,937 | 9.87% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Reduced | 32,416 | 4,153 | 0.0% | 0.0% | 238 | -1,803 | -5.27% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,294 | 4,137 | 0.06% | 0.06% | 239 | +1,246 | 4.01% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 32,098 | 4,112 | 0.03% | 0.04% | 240 | -6,266 | -16.33% | Q1 2026 | Apr 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 32,076 | 4,110 | 0.0% | 0.0% | 241 | -10 | -0.03% | Q1 2026 | May 15, 2026 |
| Hofer & Associates. Inc | History | Added to | 31,884 | 4,084 | 2.19% | 2.26% | 242 | +748 | 2.4% | Q1 2026 | Apr 21, 2026 |
| Kelsey Financial, LLC | History | Added to | 31,682 | 4,059 | 3.55% | 3.38% | 243 | +2,912 | 10.12% | Q1 2026 | May 06, 2026 |
| LWM ADVISORS INC | History | Reduced | 30,999 | 3,971 | 3.44% | 3.95% | 244 | -1,817 | -5.54% | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | Reduced | 30,823 | 3,949 | 0.0% | 0.0% | 245 | -27,140 | -46.82% | Q1 2026 | May 11, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 30,582 | 3,918 | 0.49% | 0.51% | 246 | -185 | -0.6% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | Added to | 29,877 | 3,827 | 0.29% | 0.37% | 247 | +12,995 | 76.98% | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 29,815 | 3,819 | 1.09% | 0.04% | 248 | +29,108 | 4117.11% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 29,815 | 3,819 | 1.09% | 0.94% | 249 | +7,508 | 33.66% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 29,214 | 3,742 | 0.64% | 0.91% | 250 | -8,486 | -22.51% | Q1 2026 | Apr 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 28,855 | 3,696 | 0.36% | 0.36% | 251 | +1,319 | 4.79% | Q1 2026 | Apr 30, 2026 |
| Auour Investments LLC | History | Added to | 28,676 | 3,674 | 1.16% | 1.17% | 252 | +1,798 | 6.69% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | Added to | 28,597 | 3,663 | 0.05% | 0.06% | 253 | +104 | 0.37% | Q1 2026 | Apr 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 28,553 | 3,658 | 0.01% | 0.01% | 254 | -527 | -1.81% | Q1 2026 | May 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 28,196 | 3,612 | 0.98% | 1.06% | 255 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 26,254 | 3,595 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 26,171 | 3,583 | 0.52% | 0.52% | 257 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 27,481 | 3,520 | 0.2% | 0.21% | 258 | +270 | 0.99% | Q1 2026 | Apr 24, 2026 |
| Consolidated Investment Group LLC | History | Added to | 27,450 | 3,516 | 0.38% | 0.19% | 259 | +15,750 | 134.62% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 27,256 | 3,491 | 0.06% | 0.07% | 260 | -891 | -3.17% | Q1 2026 | May 18, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 28,177 | 3,483 | 0.22% | 0.19% | 261 | -1,493 | -5.03% | Q1 2026 | Apr 24, 2026 |
| Eagle Strategies LLC | History | Added to | 27,121 | 3,474 | 0.42% | 0.44% | 262 | +2,025 | 8.07% | Q1 2026 | Apr 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 27,019 | 3,461 | 0.1% | 0.1% | 263 | -233 | -0.85% | Q1 2026 | Apr 28, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 26,885 | 3,444 | 0.45% | 0.49% | 264 | -613 | -2.23% | Q1 2026 | Apr 27, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 26,842 | 3,438 | 0.86% | 0.83% | 265 | +4,817 | 21.87% | Q1 2026 | Apr 29, 2026 |
| One Capital Management, LLC | History | Reduced | 26,601 | 3,408 | 0.09% | 0.52% | 267 | -99,766 | -78.95% | Q1 2026 | May 12, 2026 |
| Mathes Company, Inc. | History | No change | 26,603 | 3,408 | 1.25% | 1.3% | 266 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 26,390 | 3,381 | 0.08% | 0.22% | 268 | -39,869 | -60.17% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Reduced | 26,223 | 3,359 | 0.09% | 0.1% | 269 | -33 | -0.13% | Q1 2026 | Apr 21, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 26,164 | 3,352 | 0.98% | 1.04% | 270 | +1,048 | 4.17% | Q1 2026 | Apr 16, 2026 |
| Stone Wealth Partners | History | Added to | 26,036 | 3,335 | 2.99% | 2.95% | 271 | +1,812 | 7.48% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 25,629 | 3,283 | 0.04% | 0.04% | 272 | +836 | 3.37% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 25,472 | 3,262 | 0.02% | 0.03% | 273 | -4,857 | -16.01% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 25,257 | 3,235 | 0.02% | 0.02% | 274 | -51 | -0.2% | Q1 2026 | May 26, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 25,201 | 3,228 | 0.09% | 0.1% | 275 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 25,061 | 3,210 | 0.2% | β | 276 | +25,061 | New | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 24,616 | 3,153 | 0.19% | 0.19% | 277 | +585 | 2.43% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 22,993 | 3,148 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 24,383 | 3,111 | 0.09% | 0.1% | 279 | +271 | 1.12% | Q1 2026 | Apr 09, 2026 |
| LifeWealth Investments, LLC | History | Added to | 24,191 | 3,099 | 0.92% | 0.7% | 280 | +7,930 | 48.77% | Q1 2026 | Apr 20, 2026 |
| MSH Capital Advisors LLC | History | Added to | 23,952 | 3,068 | 0.65% | 0.68% | 282 | +668 | 2.87% | Q1 2026 | May 08, 2026 |
| Glenview Trust Co | History | Added to | 23,948 | 3,068 | 0.05% | 0.05% | 281 | +14 | 0.06% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 23,882 | 3,059 | 0.07% | 0.08% | 283 | -1,424 | -5.63% | Q1 2026 | May 11, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 23,359 | 2,992 | 0.06% | 0.17% | 284 | -41,304 | -63.88% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 555,162 | 2,991 | 0.02% | 0.51% | 285 | +15,119 | 2.8% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 23,127 | 2,967 | 0.11% | 0.15% | 286 | +16,379 | 242.72% | Q1 2026 | May 14, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 23,026 | 2,950 | 1.19% | 1.24% | 287 | -819 | -3.43% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 22,958 | 2,941 | 0.35% | 1.82% | 288 | -93,301 | -80.25% | Q1 2026 | Apr 10, 2026 |
| Ballew Advisors, Inc | History | Added to | 22,157 | 2,911 | 1.64% | 1.72% | 289 | +515 | 2.38% | Q1 2026 | Apr 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 22,435 | 2,874 | 0.17% | 0.2% | 290 | -4,006 | -15.15% | Q1 2026 | Apr 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 22,398 | 2,869 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 22,216 | 2,846 | 1.13% | 1.18% | 292 | -30 | -0.13% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 22,090 | 2,844 | 0.0% | 0.01% | 293 | -9,782 | -30.69% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,956 | 2,813 | 0.0% | 0.0% | 294 | +3,702 | 20.28% | Q1 2026 | May 15, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 21,454 | 2,748 | 1.57% | 1.67% | 295 | -72 | -0.33% | Q1 2026 | May 13, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 20,359 | 2,737 | 1.55% | 1.59% | 296 | +1,450 | 7.67% | Q1 2026 | Apr 17, 2026 |
| Pointe Capital Management LLC | History | Added to | 21,292 | 2,727 | 1.35% | 1.36% | 297 | +1,258 | 6.28% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 21,264 | 2,724 | 0.1% | 0.19% | 298 | -19,006 | -47.2% | Q1 2026 | May 06, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 21,236 | 2,721 | 0.74% | 0.62% | 299 | +4,992 | 30.73% | Q1 2026 | Apr 29, 2026 |
| Veridan Wealth LLC | History | Reduced | 21,143 | 2,708 | 1.0% | 0.98% | 300 | -239 | -1.12% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 21,080 | 2,700 | 0.02% | 0.02% | 301 | +1,369 | 6.95% | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 20,936 | 2,682 | 0.62% | 0.71% | 302 | -454 | -2.12% | Q1 2026 | May 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 20,738 | 2,656 | 0.03% | 0.03% | 303 | -1,388 | -6.27% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 20,108 | 2,576 | 0.05% | 0.05% | 304 | -293 | -1.44% | Q1 2026 | Jun 02, 2026 |
| MCF Advisors LLC | History | Added to | 19,992 | 2,561 | 0.11% | 0.15% | 305 | +350 | 1.78% | Q1 2026 | May 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 19,922 | 2,552 | 1.05% | 0.85% | 306 | +4,148 | 26.3% | Q1 2026 | Apr 23, 2026 |
| Broadleaf Partners, LLC | History | Added to | 19,819 | 2,539 | 0.59% | 0.54% | 307 | +1,186 | 6.37% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 19,735 | 2,528 | 0.05% | 0.07% | 308 | -2,831 | -12.55% | Q1 2026 | May 01, 2026 |
| Element Wealth, LLC | History | Reduced | 19,190 | 2,458 | 1.01% | 1.28% | 309 | -3,451 | -15.24% | Q1 2026 | May 04, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 19,042 | 2,439 | 0.46% | 0.53% | 310 | +9,352 | 96.51% | Q1 2026 | Apr 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 19,018 | 2,436 | 0.01% | 0.01% | 311 | +1,356 | 7.68% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 17,672 | 2,420 | 0.0% | 0.0% | 312 | -255 | -1.42% | Q1 2026 | May 15, 2026 |
| HMS Capital Management, LLC | History | Reduced | 18,848 | 2,414 | 0.93% | 1.85% | 313 | -13,817 | -42.3% | Q1 2026 | Apr 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 18,838 | 2,413 | 0.05% | 0.14% | 314 | -30,058 | -61.47% | Q1 2026 | Apr 27, 2026 |
| Naviter Wealth, LLC | History | No change | 18,819 | 2,411 | 0.3% | 0.34% | 315 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Rathbones Group PLC | History | Added to | 18,555 | 2,377 | 0.01% | 0.01% | 316 | +508 | 2.81% | Q1 2026 | May 12, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 18,385 | 2,355 | 1.43% | 1.44% | 317 | +1,161 | 6.74% | Q1 2026 | Apr 27, 2026 |
| Wealth Management Nebraska | History | Reduced | 18,310 | 2,345 | 0.24% | 0.31% | 318 | -1,540 | -7.76% | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Added to | 18,145 | 2,325 | 0.25% | 0.26% | 319 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,901 | 2,293 | 0.05% | 0.14% | 320 | -25,664 | -58.91% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 16,599 | 2,256 | 0.31% | 0.34% | 321 | +183 | 1.11% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 17,530 | 2,245 | 0.13% | 0.13% | 322 | +1,598 | 10.03% | Q1 2026 | Apr 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 17,390 | 2,228 | 0.05% | 0.05% | 323 | +1,892 | 12.21% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,388 | 2,227 | 0.02% | 0.03% | 324 | +985 | 6.0% | Q1 2026 | Apr 20, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 17,370 | 2,225 | 0.39% | 0.42% | 325 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | Added to | 17,365 | 2,224 | 0.02% | 0.01% | 326 | +13,904 | 401.73% | Q1 2026 | May 12, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 17,154 | 2,215 | 1.79% | 1.96% | 327 | +165 | 0.97% | Q1 2026 | Apr 08, 2026 |
| Allegheny Financial Group | History | Added to | 17,172 | 2,200 | 0.3% | 0.34% | 328 | +552 | 3.32% | Q1 2026 | Apr 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 17,004 | 2,178 | 0.01% | 0.01% | 329 | -10 | -0.06% | Q1 2026 | May 14, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 16,911 | 2,166 | 0.47% | 0.5% | 330 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 15,203 | 2,148 | 0.14% | 0.14% | 331 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 16,597 | 2,126 | 0.05% | 0.06% | 332 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NWAM LLC | History | Reduced | 16,540 | 2,119 | 0.12% | 0.13% | 333 | -7 | -0.04% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,500 | 2,113 | 0.0% | 0.0% | 334 | -8,600 | -34.26% | Q1 2026 | May 15, 2026 |
| INSIGHT 2811, INC. | History | Added to | 16,488 | 2,112 | 0.88% | 0.99% | 335 | +111 | 0.68% | Q1 2026 | May 07, 2026 |
| Nvest Financial, LLC | History | Added to | 16,456 | 2,108 | 0.79% | 0.91% | 336 | +429 | 2.68% | Q1 2026 | Apr 28, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 16,447 | 2,107 | 0.03% | 0.06% | 337 | -6,926 | -29.63% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 15,290 | 2,065 | 0.56% | 0.63% | 338 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 16,014 | 2,051 | 0.49% | 0.49% | 339 | -175 | -1.08% | Q1 2026 | Apr 30, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 16,000 | 2,049 | 0.07% | 0.06% | 340 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 15,966 | 2,045 | 0.01% | 0.02% | 341 | -50 | -0.31% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 15,942 | 2,042 | 0.48% | 0.55% | 342 | -667 | -4.02% | Q1 2026 | Apr 17, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 15,724 | 2,014 | 0.14% | 0.15% | 343 | -100 | -0.63% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Added to | 15,475 | 1,983 | 0.0% | 0.0% | 344 | +3,967 | 34.47% | Q1 2026 | May 14, 2026 |
| Passumpsic Savings Bank | History | No change | 14,289 | 1,956 | 1.07% | 1.07% | 345 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Claro Advisors Inc. | History | Reduced | 15,225 | 1,950 | 0.23% | 0.28% | 346 | -55 | -0.36% | Q1 2026 | Apr 21, 2026 |
| Dentgroup LLC | History | No change | 14,221 | 1,947 | 1.34% | 1.34% | 347 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Peloton Wealth Strategists | History | New | 14,972 | 1,918 | 0.78% | β | 348 | +14,972 | New | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 14,943 | 1,914 | 0.19% | 0.2% | 349 | +3 | 0.02% | Q1 2026 | Apr 29, 2026 |
| MWA Asset Management | History | Added to | 14,837 | 1,901 | 1.04% | 1.12% | 350 | +179 | 1.22% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 14,812 | 1,897 | 0.09% | 0.03% | 351 | +9,712 | 190.43% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Reduced | 14,790 | 1,894 | 0.02% | 0.04% | 352 | -10,297 | -41.05% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Reduced | 14,772 | 1,892 | 0.07% | 0.16% | 353 | -10,677 | -41.95% | Q1 2026 | Jun 18, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 14,757 | 1,890 | 0.06% | 0.06% | 354 | +2,633 | 21.72% | Q1 2026 | Apr 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 14,596 | 1,870 | 0.02% | 0.07% | 355 | -26,870 | -64.8% | Q1 2026 | Apr 23, 2026 |
| Serenity Investment Advisors | History | Reduced | 13,320 | 1,857 | 0.87% | 1.15% | 356 | -787 | -5.58% | Q1 2026 | May 26, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 14,450 | 1,851 | 0.75% | 0.9% | 357 | +700 | 5.09% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,427 | 1,848 | 0.03% | 0.06% | 358 | -13,897 | -49.06% | Q1 2026 | Apr 14, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 14,414 | 1,846 | 0.18% | 0.22% | 360 | -2,971 | -17.09% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 14,413 | 1,846 | 0.05% | 0.05% | 359 | -33 | -0.23% | Q1 2026 | Apr 29, 2026 |
| United Advisor Group, LLC | History | Added to | 14,387 | 1,843 | 0.23% | 0.2% | 361 | +2,400 | 20.02% | Q1 2026 | Apr 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 14,286 | 1,830 | 0.31% | 0.52% | 362 | -8,086 | -36.14% | Q1 2026 | Apr 21, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 14,774 | 1,827 | 0.01% | β | 364 | +14,774 | New | Q1 2026 | May 12, 2026 |
| Cooper Financial Group | History | Reduced | 14,263 | 1,827 | 0.18% | 0.21% | 363 | -213 | -1.47% | Q1 2026 | Apr 07, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 14,160 | 1,814 | 0.04% | 0.04% | 365 | -1 | -0.01% | Q1 2026 | May 08, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 14,110 | 1,807 | 1.21% | 1.33% | 366 | +395 | 2.88% | Q1 2026 | Apr 27, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 14,094 | 1,805 | 0.09% | 0.11% | 367 | -632 | -4.29% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 14,054 | 1,800 | 0.02% | 0.02% | 368 | -834 | -5.6% | Q1 2026 | Apr 16, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 13,802 | 1,768 | 0.01% | 0.01% | 369 | +167 | 1.22% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 13,556 | 1,736 | 0.04% | 0.04% | 370 | +5 | 0.04% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 13,519 | 1,732 | 0.03% | 0.03% | 371 | -332 | -2.4% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | No change | 13,498 | 1,729 | 0.12% | 0.13% | 372 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Navigation Group, LLC | History | New | 13,414 | 1,718 | 0.4% | β | 373 | +13,414 | New | Q1 2026 | May 05, 2026 |
| TBH Global Asset Management, LLC | History | New | 13,404 | 1,717 | 0.35% | β | 374 | +13,404 | New | Q1 2026 | Apr 22, 2026 |
| Trust Point Inc. | History | Reduced | 13,399 | 1,716 | 0.15% | 0.15% | 375 | -14 | -0.1% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,446 | 1,702 | 0.04% | 0.04% | 376 | +125 | 1.01% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 13,012 | 1,667 | 0.04% | 0.03% | 377 | +4,833 | 59.09% | Q1 2026 | Apr 30, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 13,015 | 1,667 | 0.04% | 0.05% | 378 | -385 | -2.87% | Q1 2026 | May 13, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 12,983 | 1,663 | 1.73% | 1.81% | 379 | -479 | -3.56% | Q1 2026 | Apr 29, 2026 |
| Thomasville National Bank | History | No change | 12,121 | 1,659 | 0.1% | 0.1% | 380 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 12,946 | 1,658 | 0.11% | 0.13% | 381 | -359 | -2.7% | Q1 2026 | Apr 20, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 12,910 | 1,654 | 0.39% | 0.42% | 382 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFC Advisors LLC | History | Reduced | 12,900 | 1,652 | 0.24% | 0.28% | 383 | -1,271 | -8.97% | Q1 2026 | May 04, 2026 |
| Fund Evaluation Group, LLC | History | New | 12,852 | 1,646 | 0.05% | β | 384 | +12,852 | New | Q1 2026 | May 08, 2026 |
| Capital Squared Financial LLC | History | Reduced | 12,648 | 1,620 | 1.24% | 1.36% | 385 | -61 | -0.48% | Q1 2026 | May 01, 2026 |
| Composition Wealth, LLC | History | Reduced | 12,454 | 1,595 | 0.02% | 0.03% | 386 | -637 | -4.87% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 12,386 | 1,586 | 0.06% | 0.07% | 387 | -498 | -3.87% | Q1 2026 | May 12, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 12,335 | 1,580 | 1.19% | 1.5% | 388 | -2,467 | -16.67% | Q1 2026 | Apr 14, 2026 |
| Rossmore Private Capital | History | No change | 12,312 | 1,577 | 0.14% | 0.15% | 389 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 12,297 | 1,575 | 0.08% | 0.09% | 390 | -200 | -1.6% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,241 | 1,568 | 0.01% | 0.01% | 391 | -215 | -1.73% | Q1 2026 | May 05, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 12,234 | 1,567 | 0.1% | 0.11% | 392 | -93 | -0.75% | Q1 2026 | May 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 12,025 | 1,540 | 0.26% | 0.28% | 393 | -279 | -2.27% | Q1 2026 | May 06, 2026 |
| Compound Planning, Inc. | History | Added to | 12,010 | 1,538 | 0.05% | 0.01% | 394 | +8,553 | 247.41% | Q1 2026 | May 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 11,223 | 1,537 | 0.41% | 0.41% | 395 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 11,917 | 1,526 | 0.17% | 0.17% | 396 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 11,810 | 1,513 | 1.13% | 1.14% | 397 | +208 | 1.79% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Added to | 11,808 | 1,512 | 0.0% | 0.0% | 398 | +3,593 | 43.74% | Q1 2026 | May 06, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 11,762 | 1,506 | 1.19% | 1.31% | 399 | +481 | 4.26% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 11,728 | 1,502 | 0.12% | 0.13% | 400 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | Added to | 11,719 | 1,501 | 0.75% | 0.8% | 401 | +3 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Venture Visionary Partners LLC | History | Added to | 11,692 | 1,498 | 0.05% | 0.05% | 402 | +36 | 0.31% | Q1 2026 | May 14, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 11,690 | 1,497 | 0.0% | 0.01% | 403 | -80,018 | -87.25% | Q1 2026 | May 13, 2026 |
| Next Capital Management LLC | History | Added to | 11,643 | 1,491 | 0.45% | 0.41% | 404 | +2,401 | 25.98% | Q1 2026 | May 07, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 11,639 | 1,491 | 1.35% | 1.49% | 405 | -143 | -1.21% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 11,474 | 1,470 | 0.0% | 0.0% | 406 | -5,812 | -33.62% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 11,408 | 1,461 | 0.03% | 0.03% | 407 | +612 | 5.67% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,384 | 1,458 | 0.01% | 0.02% | 408 | +1,195 | 11.73% | Q1 2026 | May 15, 2026 |
| BLB&B Advisors, LLC | History | Added to | 11,358 | 1,455 | 0.06% | 0.06% | 409 | +142 | 1.27% | Q1 2026 | Apr 28, 2026 |
| Clearstead Trust, LLC | History | No change | 11,329 | 1,451 | 0.24% | 0.24% | 410 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Friday Financial | History | No change | 11,291 | 1,446 | 0.5% | 0.55% | 411 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,239 | 1,439 | 0.03% | 0.03% | 412 | +1,118 | 11.05% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | Reduced | 11,205 | 1,435 | 0.05% | 0.07% | 413 | -3,469 | -23.64% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 11,172 | 1,431 | 0.13% | 0.16% | 414 | -2,206 | -16.49% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 11,155 | 1,429 | 0.02% | 0.02% | 415 | +171 | 1.56% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 11,086 | 1,420 | 1.3% | 1.39% | 416 | +278 | 2.57% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,061 | 1,417 | 0.03% | 0.03% | 417 | +25 | 0.23% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 11,044 | 1,414 | 0.09% | 0.1% | 418 | -100 | -0.9% | Q1 2026 | Jun 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10,876 | 1,412 | 0.03% | 0.03% | 419 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 11,005 | 1,409 | 0.07% | 0.1% | 420 | -5,873 | -34.8% | Q1 2026 | May 11, 2026 |
| Cadence Bank | History | No change | 10,257 | 1,404 | 0.08% | 0.08% | 421 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ancora Advisors LLC | History | No change | 10,881 | 1,394 | 0.03% | 0.03% | 422 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| One Day In July LLC | History | Added to | 10,842 | 1,389 | 0.11% | 0.12% | 423 | +197 | 1.85% | Q1 2026 | May 05, 2026 |
| Key Capital Management, INC | History | Added to | 10,730 | 1,374 | 0.91% | 0.58% | 424 | +6,440 | 150.12% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,712 | 1,372 | 0.02% | 0.02% | 425 | -337 | -3.05% | Q1 2026 | May 08, 2026 |
| Dynamic Financial Group | History | Added to | 10,694 | 1,370 | 1.12% | 1.16% | 426 | +728 | 7.3% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,686 | 1,369 | 0.01% | 0.01% | 427 | +5,159 | 93.34% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 10,685 | 1,368 | 0.47% | 0.53% | 428 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 10,608 | 1,359 | 0.0% | 0.0% | 429 | -770 | -6.77% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 10,277 | 1,334 | 0.02% | 0.02% | 430 | -52 | -0.5% | Q1 2026 | Apr 28, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 10,403 | 1,332 | 0.18% | 0.2% | 431 | -235 | -2.21% | Q1 2026 | Apr 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 9,709 | 1,329 | 0.06% | 0.06% | 432 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vertrix Wealth Management, LLC | History | New | 10,293 | 1,318 | 0.49% | β | 434 | +10,293 | New | Q1 2026 | Apr 24, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 10,293 | 1,318 | 0.29% | 0.32% | 433 | -255 | -2.42% | Q1 2026 | May 11, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 10,245 | 1,312 | 0.75% | 0.8% | 435 | -221 | -2.11% | Q1 2026 | Apr 09, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 10,236 | 1,311 | 0.72% | 0.46% | 436 | +3,900 | 61.55% | Q1 2026 | Apr 30, 2026 |
| Strategic Blueprint, LLC | History | Added to | 10,212 | 1,308 | 0.08% | 0.04% | 437 | +5,461 | 114.94% | Q1 2026 | Apr 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,179 | 1,304 | 0.02% | 0.02% | 438 | +163 | 1.63% | Q1 2026 | May 11, 2026 |
| Asempa Wealth Advisors | History | Added to | 10,068 | 1,296 | 1.13% | 1.0% | 439 | +1,564 | 18.39% | Q1 2026 | Apr 08, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 9,423 | 1,294 | 0.03% | 0.01% | 440 | +5,001 | 113.09% | Q1 2026 | May 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 10,083 | 1,291 | 0.15% | 0.16% | 441 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 10,035 | 1,285 | 0.26% | 0.27% | 442 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,022 | 1,284 | 0.05% | 0.05% | 444 | -87 | -0.86% | Q1 2026 | Apr 28, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 9,378 | 1,284 | 0.14% | 0.14% | 443 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,917 | 1,270 | 0.04% | 0.05% | 445 | -658 | -6.22% | Q1 2026 | Apr 08, 2026 |
| Phillip James Consulting Co. | History | New | 3,412 | 1,264 | 0.96% | β | 446 | +3,412 | New | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 9,840 | 1,260 | 0.02% | 0.03% | 447 | +195 | 2.02% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 9,772 | 1,252 | 0.01% | 0.01% | 448 | -7 | -0.07% | Q1 2026 | Apr 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 9,755 | 1,249 | 0.05% | 0.09% | 449 | -8,022 | -45.13% | Q1 2026 | May 11, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 9,658 | 1,237 | 0.01% | 0.01% | 450 | -47 | -0.48% | Q1 2026 | Apr 22, 2026 |
| Walsh & Associates, LLC | History | No change | 9,661 | 1,237 | 1.23% | 1.3% | 451 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 9,618 | 1,232 | 0.04% | 0.05% | 452 | -4,139 | -30.09% | Q1 2026 | May 12, 2026 |
| DRW Securities, LLC | History | New | 9,524 | 1,220 | 0.02% | β | 453 | +9,524 | New | Q1 2026 | May 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 9,468 | 1,213 | 0.02% | 0.02% | 454 | -59 | -0.62% | Q1 2026 | May 13, 2026 |
| AlTi Global, Inc. | History | No change | 9,445 | 1,210 | 0.03% | 0.03% | 455 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 9,431 | 1,208 | 0.1% | 0.09% | 456 | +999 | 11.85% | Q1 2026 | May 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 9,398 | 1,204 | 0.15% | 0.12% | 457 | +2,149 | 29.65% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | New | 9,390 | 1,203 | 0.04% | β | 459 | +9,390 | New | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 9,391 | 1,203 | 0.09% | 0.09% | 458 | +361 | 4.0% | Q1 2026 | Apr 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 9,297 | 1,191 | 0.32% | 0.42% | 461 | -2,235 | -19.38% | Q1 2026 | Apr 16, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 9,301 | 1,191 | 0.4% | 0.42% | 460 | -50 | -0.53% | Q1 2026 | Apr 29, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 9,294 | 1,190 | 0.09% | 0.09% | 462 | +732 | 8.55% | Q1 2026 | May 07, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 9,275 | 1,188 | 0.2% | 0.21% | 463 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 9,250 | 1,185 | 0.06% | 0.06% | 464 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 9,232 | 1,182 | 0.33% | 0.31% | 465 | -126 | -1.35% | Q1 2026 | May 05, 2026 |
| PACK Private Wealth, LLC | History | No change | 9,031 | 1,157 | 0.53% | 0.56% | 466 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 8,943 | 1,145 | 0.02% | 0.02% | 467 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 8,912 | 1,141 | 0.09% | 0.07% | 468 | +2,387 | 36.58% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Added to | 8,845 | 1,133 | 0.17% | 0.18% | 469 | +61 | 0.69% | Q1 2026 | Apr 27, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 8,825 | 1,130 | 1.51% | 1.63% | 470 | +3 | 0.03% | Q1 2026 | Apr 07, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 8,793 | 1,126 | 1.0% | 0.98% | 471 | +16 | 0.18% | Q1 2026 | May 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 8,779 | 1,124 | 0.41% | 1.03% | 472 | -11,576 | -56.87% | Q1 2026 | May 08, 2026 |
| Orin Green Financial, LLC | History | Added to | 8,767 | 1,123 | 0.46% | 0.48% | 473 | +80 | 0.92% | Q1 2026 | Apr 29, 2026 |
| Brooklyn Investment Group | History | Added to | 8,672 | 1,110 | 0.03% | 0.04% | 474 | +1,823 | 26.62% | Q1 2026 | Apr 29, 2026 |
| Jacobs Equity LLC | History | Added to | 7,928 | 1,101 | 0.99% | 1.02% | 475 | +215 | 2.79% | Q1 2026 | May 14, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 8,563 | 1,097 | 0.31% | 0.34% | 476 | -142 | -1.63% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 7,933 | 1,086 | 0.02% | 0.02% | 477 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FULTON BANK, N.A. | History | Added to | 8,446 | 1,082 | 0.04% | 0.04% | 478 | +975 | 13.05% | Q1 2026 | Apr 24, 2026 |
| Smith Salley Wealth Management | History | Added to | 8,431 | 1,080 | 0.05% | 0.06% | 479 | +12 | 0.14% | Q1 2026 | Apr 16, 2026 |
| Brickley Wealth Management | History | Reduced | 8,330 | 1,067 | 0.18% | 0.19% | 480 | -61 | -0.73% | Q1 2026 | May 04, 2026 |
| National Philanthropic Trust | History | No change | 8,324 | 1,066 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 8,299 | 1,063 | 0.0% | 0.01% | 482 | -9,981 | -54.6% | Q1 2026 | May 11, 2026 |
| Greenline Wealth Management LLC | History | Reduced | 8,278 | 1,060 | 1.22% | 1.55% | 483 | -2,639 | -24.17% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,241 | 1,055 | 0.02% | 0.02% | 484 | -2,244 | -21.4% | Q1 2026 | Apr 22, 2026 |
| 1ST SOURCE BANK | History | Reduced | 8,184 | 1,048 | 0.05% | 0.1% | 485 | -5,125 | -38.51% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 8,165 | 1,046 | 0.02% | 0.02% | 486 | +42 | 0.52% | Q1 2026 | Apr 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 8,138 | 1,042 | 0.21% | 0.21% | 487 | +1,068 | 15.11% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 8,123 | 1,040 | 0.02% | 0.02% | 488 | -15 | -0.18% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Reduced | 8,092 | 1,036 | 0.21% | 0.22% | 489 | -8,092 | -50.0% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,081 | 1,035 | 0.05% | 0.06% | 490 | +42 | 0.52% | Q1 2026 | Apr 15, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 7,997 | 1,024 | 0.48% | 0.47% | 491 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 7,974 | 1,021 | 0.07% | 0.09% | 492 | -1,007 | -11.21% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 7,892 | 1,011 | 0.02% | 0.02% | 493 | -360 | -4.36% | Q1 2026 | May 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 7,887 | 1,010 | 0.16% | 0.17% | 494 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 7,858 | 1,006 | 0.46% | 0.48% | 495 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| REBALANCE, LLC | History | Added to | 7,852 | 1,005 | 0.06% | 0.06% | 496 | +4 | 0.05% | Q1 2026 | May 11, 2026 |
| Valued Retirements, Inc. | History | Reduced | 7,816 | 1,001 | 0.98% | 1.12% | 497 | -584 | -6.95% | Q1 2026 | May 13, 2026 |
| Choate Investment Advisors | History | No change | 7,760 | 994 | 0.02% | 0.02% | 498 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 7,745 | 992 | 0.03% | β | 499 | +7,745 | New | Q1 2026 | Apr 16, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 7,740 | 991 | 0.06% | 0.07% | 500 | -354 | -4.37% | Q1 2026 | Apr 29, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 7,707 | 987 | 0.79% | 0.6% | 501 | +752 | 10.81% | Q1 2026 | Apr 08, 2026 |
| Alpine Bank Wealth Management | History | No change | 7,640 | 978 | 0.14% | 0.15% | 502 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 7,105 | 971 | 0.18% | 0.2% | 503 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 7,517 | 963 | 0.05% | 0.04% | 504 | +2,866 | 61.62% | Q1 2026 | Apr 29, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 7,509 | 962 | 0.1% | 0.1% | 505 | +677 | 9.91% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | No change | 7,505 | 961 | 0.17% | 0.19% | 506 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 7,486 | 959 | 0.26% | 0.26% | 507 | -229 | -2.97% | Q1 2026 | Apr 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 7,420 | 950 | 0.01% | 0.01% | 509 | +2,228 | 42.91% | Q1 2026 | Apr 27, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 7,416 | 950 | 0.06% | 0.07% | 508 | -5 | -0.07% | Q1 2026 | May 06, 2026 |
| Brand Asset Management Group, Inc. | History | New | 7,354 | 942 | 0.24% | β | 510 | +7,354 | New | Q1 2026 | May 11, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 7,315 | 937 | 0.62% | 0.35% | 511 | +3,524 | 92.96% | Q1 2026 | May 04, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 7,257 | 929 | 0.06% | 0.07% | 512 | -131 | -1.77% | Q1 2026 | Apr 29, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 7,189 | 921 | 0.1% | 0.11% | 513 | -202 | -2.73% | Q1 2026 | May 04, 2026 |
| Roberts Financial Services LLC | History | Reduced | 7,160 | 917 | 0.29% | 0.38% | 514 | -1,670 | -18.91% | Q1 2026 | Apr 15, 2026 |
| Ipswich Investment Management Co., Inc. | History | New | 7,150 | 916 | 0.22% | β | 515 | +7,150 | New | Q1 2026 | Apr 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,103 | 910 | 0.04% | 0.04% | 516 | +696 | 10.86% | Q1 2026 | May 13, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 6,589 | 902 | 0.3% | 0.3% | 517 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 7,040 | 901 | 0.12% | 0.11% | 518 | -6 | -0.09% | Q1 2026 | Apr 10, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 7,000 | 897 | 0.49% | 0.54% | 519 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Biondo Investment Advisors, LLC | History | Reduced | 6,987 | 895 | 0.11% | 0.36% | 521 | -14,798 | -67.93% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,986 | 895 | 0.0% | 0.0% | 520 | +1,349 | 23.93% | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 6,949 | 890 | 0.04% | 0.04% | 522 | -88 | -1.25% | Q1 2026 | May 11, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 6,885 | 882 | 0.52% | 0.56% | 523 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| American Trust | History | Reduced | 6,848 | 877 | 0.08% | 0.08% | 524 | -93 | -1.34% | Q1 2026 | May 01, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 6,810 | 872 | 0.11% | 0.14% | 525 | -87 | -1.26% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 6,779 | 868 | 0.0% | 0.0% | 526 | +310 | 4.79% | Q1 2026 | Apr 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,766 | 866 | 0.02% | 0.02% | 527 | +51 | 0.76% | Q1 2026 | Apr 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 6,682 | 856 | 0.21% | β | 529 | +6,682 | New | Q1 2026 | May 12, 2026 |
| Clearwave Capital, LLC | History | Added to | 6,686 | 856 | 0.59% | 0.66% | 528 | +161 | 2.47% | Q1 2026 | Apr 29, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 6,672 | 855 | 0.06% | 0.06% | 530 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,635 | 850 | 0.01% | 0.01% | 531 | +8 | 0.12% | Q1 2026 | Apr 07, 2026 |
| Affiance Financial, LLC | History | Reduced | 6,631 | 849 | 0.14% | 0.16% | 532 | -555 | -7.72% | Q1 2026 | Apr 14, 2026 |
| Annex Advisory Services, LLC | History | Added to | 6,605 | 846 | 0.02% | 0.02% | 533 | +135 | 2.09% | Q1 2026 | Apr 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 6,558 | 840 | 0.18% | 0.2% | 534 | +1 | 0.02% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 6,460 | 827 | 0.03% | 0.33% | 535 | -58,335 | -90.03% | Q1 2026 | Apr 20, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,441 | 825 | 0.05% | 0.04% | 536 | +2,152 | 50.17% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 6,423 | 822 | 0.13% | 0.15% | 537 | -121 | -1.85% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 6,379 | 817 | 0.3% | 0.31% | 538 | +81 | 1.29% | Q1 2026 | May 08, 2026 |
| Keel Point, LLC | History | Reduced | 6,327 | 810 | 0.05% | 0.07% | 539 | -2,537 | -28.62% | Q1 2026 | May 29, 2026 |
| Legacy Bridge, LLC | History | Added to | 6,317 | 809 | 0.31% | 0.35% | 540 | +8 | 0.13% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | New | 6,272 | 803 | 0.04% | β | 543 | +6,272 | New | Q1 2026 | May 06, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 6,273 | 803 | 0.1% | 0.14% | 542 | -1,410 | -18.35% | Q1 2026 | Apr 27, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | Reduced | 6,273 | 803 | 0.92% | 1.0% | 541 | -141 | -2.2% | Q1 2026 | May 05, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 6,250 | 800 | 0.42% | 0.45% | 544 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wise Wealth Partners | History | Reduced | 6,211 | 795 | 1.08% | 1.24% | 545 | -80 | -1.27% | Q1 2026 | Apr 21, 2026 |
| DAVIS R M INC | History | Reduced | 6,161 | 789 | 0.01% | 0.01% | 546 | -15 | -0.24% | Q1 2026 | May 13, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | New | 7,833 | 788 | 0.12% | β | 548 | +7,833 | New | Q1 2026 | May 15, 2026 |
| BAYBAN | History | No change | 6,156 | 788 | 0.69% | 0.75% | 547 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Round Rock Advisors LLC | History | Added to | 6,150 | 787 | 0.12% | 0.13% | 549 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | No change | 6,137 | 786 | 0.38% | 0.42% | 550 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Alternatives, Inc | History | No change | 6,140 | 786 | 0.42% | 0.49% | 551 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Plancorp, LLC | History | Added to | 6,015 | 784 | 0.02% | 0.02% | 552 | +134 | 2.28% | Q1 2026 | Apr 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 6,074 | 778 | 0.12% | 0.13% | 553 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Liberty Capital Management, Inc. | History | No change | 5,683 | 778 | 0.14% | 0.14% | 554 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 6,048 | 774 | 0.25% | 0.26% | 555 | -12 | -0.2% | Q1 2026 | Apr 21, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 6,016 | 770 | 0.05% | 0.06% | 556 | -1,258 | -17.29% | Q1 2026 | Apr 29, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 6,012 | 770 | 0.07% | 0.08% | 557 | -38 | -0.63% | Q1 2026 | Apr 10, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 6,008 | 769 | 0.27% | 0.54% | 558 | -5,235 | -46.56% | Q1 2026 | Apr 29, 2026 |
| Pathway Financial Advisors LLC | History | No change | 5,950 | 768 | 0.1% | 0.11% | 559 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Viewpoint Capital Management LLC | History | No change | 6,000 | 768 | 0.36% | 0.36% | 560 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 5,962 | 763 | 0.36% | 0.39% | 561 | -31 | -0.52% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 5,485 | 754 | 0.1% | 0.01% | 562 | +5,128 | 1436.41% | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 5,883 | 753 | 0.19% | 0.23% | 563 | +197 | 3.46% | Q1 2026 | May 08, 2026 |
| RVW Wealth, LLC | History | Added to | 5,870 | 752 | 0.06% | 0.06% | 564 | +3 | 0.05% | Q1 2026 | Apr 08, 2026 |
| Capital Square, LLC | History | Reduced | 5,512 | 750 | 0.35% | 0.57% | 565 | -2,674 | -32.67% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 5,852 | 749 | 0.01% | 0.01% | 566 | -24 | -0.41% | Q1 2026 | Apr 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 5,841 | 748 | 0.03% | 0.03% | 567 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 5,819 | 745 | 0.02% | 0.02% | 568 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ELLERSON GROUP INC /ADV | History | No change | 5,814 | 744 | 0.49% | 0.54% | 569 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 5,784 | 741 | 0.03% | 0.04% | 570 | +2,897 | 100.35% | Q1 2026 | May 15, 2026 |
| Investmark Advisory Group LLC | History | Added to | 5,725 | 733 | 0.31% | 0.31% | 571 | +330 | 6.12% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 5,705 | 730 | 0.08% | 0.08% | 572 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,641 | 722 | 0.04% | 0.04% | 573 | -7 | -0.12% | Q1 2026 | Apr 23, 2026 |
| NBT BANK N A /NY | History | Added to | 5,545 | 710 | 0.05% | 0.05% | 574 | +136 | 2.51% | Q1 2026 | Apr 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 5,535 | 709 | 0.02% | 0.02% | 575 | +483 | 9.56% | Q1 2026 | May 11, 2026 |
| ROCKLAND TRUST CO | History | Added to | 5,490 | 703 | 0.03% | 0.03% | 576 | +180 | 3.39% | Q1 2026 | Apr 16, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 5,451 | 698 | 0.05% | 0.06% | 577 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Decker Wealth Management LLC | History | No change | 5,452 | 698 | 0.16% | 0.16% | 578 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allen Investment Management, LLC | History | No change | 5,439 | 696 | 0.01% | 0.01% | 579 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 5,379 | 689 | 0.28% | 0.29% | 580 | -15 | -0.28% | Q1 2026 | Apr 24, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 5,318 | 681 | 0.17% | 0.18% | 581 | +12 | 0.23% | Q1 2026 | Apr 03, 2026 |
| Magnus Financial Group LLC | History | Reduced | 5,305 | 679 | 0.06% | 0.06% | 582 | -671 | -11.23% | Q1 2026 | Apr 10, 2026 |
| ORG Partners LLC | History | No change | 4,957 | 678 | 0.12% | 0.12% | 583 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Red Tortoise LLC | History | Reduced | 5,290 | 677 | 0.28% | 0.31% | 584 | -20 | -0.38% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 5,280 | 676 | 0.01% | 0.01% | 585 | -51 | -0.96% | Q1 2026 | Apr 10, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 5,239 | 671 | 0.2% | 0.1% | 587 | +2,992 | 133.16% | Q1 2026 | Apr 28, 2026 |
| Olistico Wealth, LLC | History | Reduced | 5,241 | 671 | 0.33% | 0.4% | 586 | -717 | -12.03% | Q1 2026 | Apr 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 5,233 | 670 | 0.01% | 0.01% | 588 | +31 | 0.6% | Q1 2026 | May 14, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 5,200 | 666 | 0.17% | 0.18% | 589 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ruggaard & Associates LLC | History | No change | 5,200 | 666 | 0.26% | 0.28% | 590 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 5,179 | 663 | 0.0% | 0.0% | 591 | -39 | -0.75% | Q1 2026 | May 15, 2026 |
| Gilbert & Cook, Inc. | History | No change | 5,142 | 658 | 0.08% | 0.09% | 592 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DT Investment Partners, LLC | History | Added to | 5,124 | 656 | 0.05% | 0.02% | 593 | +3,000 | 141.24% | Q1 2026 | May 14, 2026 |
| Essex Bank | History | No change | 5,128 | 656 | 0.15% | 0.15% | 594 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sharkey, Howes & Javer | History | No change | 5,103 | 653 | 0.09% | 0.09% | 595 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 5,096 | 652 | 0.55% | 0.52% | 597 | -56 | -1.09% | Q1 2026 | May 15, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 5,093 | 652 | 0.08% | 0.08% | 596 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 5,071 | 649 | 0.04% | 0.04% | 598 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| Bensler, LLC | History | No change | 5,068 | 649 | 0.07% | 0.07% | 599 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| October Effect Ltd | History | Added to | 5,064 | 648 | 0.75% | 0.76% | 600 | +53 | 1.06% | Q1 2026 | Apr 21, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 4,753 | 647 | 0.01% | 0.01% | 601 | +1,042 | 28.08% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 5,033 | 644 | 0.01% | 0.01% | 602 | -50 | -0.98% | Q1 2026 | May 01, 2026 |
| Owen LaRue, LLC | History | Reduced | 5,024 | 643 | 0.25% | 0.26% | 603 | -66 | -1.3% | Q1 2026 | Apr 30, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 5,012 | 642 | 0.18% | 0.19% | 604 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 5,016 | 642 | 0.09% | 0.09% | 605 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 5,017 | 642 | 0.23% | 0.25% | 606 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 4,656 | 637 | 0.22% | 0.22% | 607 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| First Western Trust Bank | History | Reduced | 4,965 | 636 | 0.03% | 0.03% | 608 | -119 | -2.34% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 4,957 | 635 | 0.03% | 0.08% | 609 | -8,447 | -63.02% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 4,964 | 635 | 0.02% | 0.02% | 610 | +13 | 0.26% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | No change | 4,929 | 631 | 0.01% | 0.01% | 611 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 4,811 | 628 | 0.17% | 0.19% | 612 | +43 | 0.9% | Q1 2026 | Apr 08, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 4,832 | 619 | 0.11% | 0.12% | 613 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| Providence Capital Advisors, LLC | History | No change | 4,808 | 616 | 0.1% | 0.11% | 614 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Renasant Bank | History | Reduced | 4,761 | 609 | 0.43% | 0.59% | 615 | -1,553 | -24.6% | Q1 2026 | Apr 29, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 4,738 | 606 | 0.12% | 0.11% | 616 | +322 | 7.29% | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 4,725 | 605 | 0.1% | 0.11% | 617 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 4,722 | 604 | 0.18% | 0.23% | 618 | -672 | -12.46% | Q1 2026 | Apr 30, 2026 |
| SouthState Bank Corp | History | Reduced | 4,684 | 600 | 0.03% | 0.03% | 619 | -101 | -2.11% | Q1 2026 | May 05, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,670 | 598 | 0.03% | 0.04% | 620 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | Reduced | 4,661 | 597 | 0.08% | 0.09% | 621 | -24 | -0.51% | Q1 2026 | May 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 4,608 | 590 | 0.1% | 0.11% | 622 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Advocates, LLC | History | No change | 4,610 | 590 | 0.6% | 0.63% | 623 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Values Added Financial LLC | History | No change | 4,603 | 589 | 0.25% | 0.27% | 624 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 4,595 | 588 | 0.12% | 0.15% | 625 | -441 | -8.76% | Q1 2026 | May 01, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,504 | 577 | 0.12% | 0.14% | 626 | -524 | -10.42% | Q1 2026 | Apr 20, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 4,488 | 575 | 0.49% | 0.52% | 627 | -120 | -2.6% | Q1 2026 | Apr 13, 2026 |
| Caprock Group, LLC | History | Added to | 4,480 | 574 | 0.01% | 0.01% | 628 | +1,087 | 32.04% | Q1 2026 | May 11, 2026 |
| Performa Ltd (US), LLC | History | Added to | 4,463 | 571 | 0.13% | 0.16% | 629 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 4,438 | 568 | 0.06% | 0.06% | 631 | +187 | 4.4% | Q1 2026 | Apr 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,438 | 568 | 0.0% | 0.0% | 630 | -64 | -1.42% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,221 | 563 | 0.01% | β | 632 | +4,221 | New | Q1 2026 | May 01, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 4,375 | 560 | 0.36% | 0.54% | 633 | -2,655 | -37.77% | Q1 2026 | Apr 21, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 4,192 | 559 | 0.04% | 0.04% | 634 | -3 | -0.07% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,346 | 556 | 0.01% | β | 635 | +4,346 | New | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,326 | 554 | 0.0% | 0.0% | 636 | -433 | -9.1% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,314 | 552 | 0.02% | 0.02% | 637 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CSM Advisors, LLC | History | Reduced | 4,300 | 551 | 0.01% | 0.03% | 638 | -2,500 | -36.76% | Q1 2026 | May 15, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 4,264 | 546 | 0.24% | 0.25% | 639 | -29 | -0.68% | Q1 2026 | May 05, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 4,256 | 545 | 0.22% | 0.23% | 640 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VIAWEALTH, LLC | History | No change | 4,236 | 542 | 0.3% | 0.33% | 641 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 4,220 | 540 | 0.08% | 0.08% | 642 | -15 | -0.35% | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,214 | 539 | 0.01% | 0.01% | 643 | -296 | -6.56% | Q1 2026 | Apr 17, 2026 |
| William Allan Corp | History | Added to | 4,176 | 535 | 0.32% | 0.32% | 644 | +1 | 0.02% | Q1 2026 | May 13, 2026 |
| KKM Financial LLC | History | No change | 3,909 | 535 | 0.09% | 0.09% | 645 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 4,171 | 534 | 0.23% | 0.24% | 646 | -21 | -0.5% | Q1 2026 | Apr 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 4,160 | 532 | 0.04% | 0.03% | 647 | +547 | 15.14% | Q1 2026 | Apr 20, 2026 |
| SMITH, MOORE & CO. | History | Added to | 4,129 | 528 | 0.04% | 0.04% | 648 | +140 | 3.51% | Q1 2026 | May 05, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 4,096 | 524 | 0.02% | 0.02% | 649 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 4,097 | 524 | 0.07% | 0.15% | 650 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 4,040 | 517 | 0.34% | 0.35% | 651 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 4,011 | 514 | 0.01% | 0.01% | 652 | -106 | -2.57% | Q1 2026 | May 12, 2026 |
| Legacy Advisors, LLC | History | Reduced | 4,008 | 513 | 0.06% | 0.06% | 654 | -400 | -9.07% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,007 | 513 | 0.01% | 0.01% | 653 | -243 | -5.72% | Q1 2026 | Apr 10, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 4,000 | 512 | 0.04% | 0.03% | 655 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 3,970 | 508 | 0.24% | 0.24% | 656 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LexAurum Advisors, LLC | History | New | 3,952 | 506 | 0.07% | β | 657 | +3,952 | New | Q1 2026 | Apr 13, 2026 |
| Financial Insights, Inc. | History | Reduced | 3,922 | 502 | 0.16% | 0.19% | 658 | -158 | -3.87% | Q1 2026 | May 18, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,914 | 501 | 0.01% | 0.01% | 659 | +2 | 0.05% | Q1 2026 | Apr 21, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 3,900 | 499 | 0.08% | 0.08% | 660 | +1 | 0.03% | Q1 2026 | Apr 14, 2026 |
| LongView Wealth Management | History | Added to | 3,702 | 497 | 0.12% | 0.11% | 661 | +363 | 10.87% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,848 | 493 | 0.03% | 0.03% | 662 | -428 | -10.01% | Q1 2026 | Apr 28, 2026 |
| FF Advisors,LLC | History | No change | 3,620 | 490 | 0.2% | 0.22% | 663 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 3,819 | 489 | 0.01% | 0.01% | 664 | -670 | -14.93% | Q1 2026 | May 01, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 3,819 | 489 | 0.06% | 0.06% | 665 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 3,812 | 488 | 0.21% | 0.21% | 666 | +88 | 2.36% | Q1 2026 | May 05, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 3,807 | 487 | 0.0% | 0.0% | 667 | +862 | 29.27% | Q1 2026 | May 07, 2026 |
| Skyline Advisors, Inc. | History | Added to | 3,809 | 487 | 0.17% | 0.17% | 668 | +2 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 3,794 | 486 | 0.1% | 0.11% | 669 | -272 | -6.69% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Added to | 3,560 | 485 | 0.05% | 0.05% | 670 | +123 | 3.58% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 3,734 | 478 | 0.01% | 0.01% | 671 | -5,375 | -59.01% | Q1 2026 | May 13, 2026 |
| Haverford Trust Co | History | Reduced | 3,694 | 473 | 0.0% | 0.0% | 672 | -133 | -3.48% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,593 | 472 | 0.03% | 0.08% | 673 | -6,033 | -62.67% | Q1 2026 | Apr 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 3,671 | 470 | 0.05% | 0.05% | 674 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| St. Clair Advisors, LLC | History | No change | 3,658 | 468 | 0.12% | 0.13% | 675 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Berman McAleer LLC | History | No change | 3,649 | 467 | 0.06% | 0.07% | 676 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 3,632 | 465 | 0.05% | 0.05% | 677 | +1 | 0.03% | Q1 2026 | Apr 13, 2026 |
| CITY HOLDING CO | History | Reduced | 3,601 | 461 | 0.06% | 0.06% | 678 | -65 | -1.77% | Q1 2026 | Apr 15, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 3,600 | 461 | 0.04% | 0.04% | 679 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 3,584 | 459 | 0.06% | 0.07% | 680 | -29 | -0.8% | Q1 2026 | Apr 16, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 3,561 | 456 | 0.01% | 0.01% | 681 | -27 | -0.75% | Q1 2026 | May 04, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,564 | 456 | 0.03% | 0.03% | 682 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,548 | 455 | 0.02% | 0.02% | 683 | +39 | 1.11% | Q1 2026 | May 18, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 3,531 | 452 | 0.33% | 0.35% | 684 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Added to | 3,520 | 450 | 0.02% | 0.02% | 686 | +161 | 4.79% | Q1 2026 | Apr 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 3,512 | 450 | 0.01% | 0.01% | 685 | +26 | 0.75% | Q1 2026 | May 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 3,508 | 449 | 0.02% | 0.02% | 687 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Heritage Wealth Advisors | History | Reduced | 3,500 | 448 | 0.02% | 0.03% | 689 | -2,152 | -38.08% | Q1 2026 | May 13, 2026 |
| Evercore Wealth Management, LLC | History | No change | 3,499 | 448 | 0.01% | 0.01% | 688 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aufman Associates Inc | History | No change | 3,499 | 448 | 0.22% | 0.25% | 690 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Investment Management, LLC | History | Added to | 3,496 | 447 | 0.02% | 0.02% | 691 | +1 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 3,470 | 444 | 0.04% | 0.05% | 692 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 3,418 | 437 | 0.05% | 0.05% | 693 | +212 | 6.61% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,382 | 433 | 0.02% | 0.02% | 694 | -318 | -8.59% | Q1 2026 | Apr 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,377 | 432 | 0.12% | 0.13% | 695 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 3,362 | 430 | 0.02% | 0.03% | 696 | +261 | 8.42% | Q1 2026 | May 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 3,336 | 427 | 0.15% | 0.16% | 698 | +142 | 4.45% | Q1 2026 | May 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 3,340 | 427 | 0.03% | 0.03% | 697 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,330 | 426 | 0.03% | 0.04% | 699 | -80 | -2.35% | Q1 2026 | Apr 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,325 | 425 | 0.01% | 0.01% | 700 | +177 | 5.62% | Q1 2026 | Apr 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,304 | 423 | 0.02% | β | 701 | +3,304 | New | Q1 2026 | Apr 16, 2026 |
| Finley Financial, LLC | History | Reduced | 3,300 | 422 | 0.2% | 0.24% | 703 | -540 | -14.06% | Q1 2026 | Apr 22, 2026 |
| Standard Family Office LLC | History | No change | 3,300 | 422 | 0.44% | 0.48% | 702 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Busey Bank | History | Added to | 3,272 | 419 | 0.01% | 0.01% | 704 | +900 | 37.94% | Q1 2026 | Apr 28, 2026 |
| LJI Wealth Management, LLC | History | Added to | 3,276 | 419 | 0.07% | 0.07% | 705 | +30 | 0.92% | Q1 2026 | May 04, 2026 |
| R.H. Investment Group, LLC | History | New | 3,156 | 418 | 0.32% | β | 707 | +3,156 | New | Q1 2026 | Apr 14, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 3,266 | 418 | 1.51% | 0.56% | 706 | +512 | 18.59% | Q1 2026 | Apr 21, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 3,256 | 417 | 0.07% | 0.08% | 708 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INVESTED ADVISORS | History | Added to | 3,252 | 416 | 0.42% | 0.39% | 711 | +469 | 16.85% | Q1 2026 | Apr 29, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 3,250 | 416 | 0.06% | 0.06% | 709 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Caldwell Trust Co | History | No change | 3,248 | 416 | 0.04% | 0.04% | 710 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,246 | 415 | 0.0% | 0.0% | 712 | -1,762 | -35.18% | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Added to | 3,205 | 410 | 0.07% | 0.07% | 713 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| Old North State Trust, LLC | History | No change | 3,166 | 406 | 0.24% | 0.26% | 714 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Resource Group | History | Reduced | 3,159 | 404 | 0.07% | 0.08% | 715 | -85 | -2.62% | Q1 2026 | May 15, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 3,153 | 403 | 0.01% | 0.01% | 717 | +1,175 | 59.4% | Q1 2026 | Apr 07, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 3,151 | 403 | 0.07% | 0.07% | 716 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 3,142 | 402 | 0.15% | 0.2% | 719 | -515 | -14.08% | Q1 2026 | May 14, 2026 |
| WealthTrust Axiom LLC | History | No change | 3,142 | 402 | 0.1% | 0.11% | 718 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FreeGulliver LLC | History | Added to | 3,135 | 401 | 0.17% | 0.16% | 720 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Reduced | 3,114 | 398 | 0.17% | 0.2% | 721 | -74 | -2.32% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,108 | 398 | 0.05% | 0.05% | 722 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FWG Investments, LLC. | History | Added to | 3,106 | 397 | 0.25% | 0.22% | 723 | +542 | 21.14% | Q1 2026 | Apr 21, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,080 | 395 | 0.02% | 0.02% | 724 | -109 | -3.42% | Q1 2026 | May 12, 2026 |
| Wolff Financial Management LLC | History | Added to | 3,078 | 394 | 0.09% | 0.09% | 727 | +9 | 0.29% | Q1 2026 | Apr 15, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 3,077 | 394 | 0.01% | 0.01% | 725 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Madison Asset Management, LLC | History | No change | 3,078 | 394 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SkyOak Wealth, LLC | History | No change | 3,072 | 393 | 0.07% | 0.08% | 728 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| XY Planning Network, Inc. | History | Added to | 3,023 | 389 | 0.06% | 0.07% | 729 | +180 | 6.33% | Q1 2026 | Apr 14, 2026 |
| Realta Investment Advisors | History | Reduced | 3,030 | 388 | 0.13% | 0.16% | 730 | -563 | -15.67% | Q1 2026 | Apr 22, 2026 |
| Continuum Advisory, LLC | History | No change | 3,035 | 388 | 0.04% | 0.04% | 731 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 3,023 | 387 | 0.04% | 0.03% | 732 | +747 | 32.82% | Q1 2026 | Apr 21, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 2,998 | 384 | 0.15% | 0.17% | 733 | +32 | 1.08% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | Reduced | 2,980 | 381 | 0.0% | 0.0% | 734 | -1,402 | -31.99% | Q1 2026 | May 12, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 2,981 | 381 | 0.13% | 0.15% | 735 | +1 | 0.03% | Q1 2026 | May 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 2,966 | 380 | 0.02% | 0.02% | 736 | -49 | -1.63% | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | Added to | 2,957 | 379 | 0.01% | 0.0% | 738 | +2,642 | 838.73% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 2,961 | 379 | 0.04% | 0.05% | 737 | -653 | -18.07% | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 2,958 | 379 | 0.08% | 0.09% | 739 | -257 | -7.99% | Q1 2026 | May 05, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 2,940 | 376 | 0.06% | 0.07% | 740 | +186 | 6.75% | Q1 2026 | Apr 30, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 2,924 | 374 | 0.07% | 0.08% | 741 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 2,920 | 374 | 0.11% | 0.14% | 742 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,897 | 373 | 0.03% | 0.03% | 743 | +11 | 0.38% | Q1 2026 | May 01, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 2,908 | 372 | 0.01% | 0.01% | 744 | -97 | -3.23% | Q1 2026 | Apr 10, 2026 |
| KilterHowling LLC | History | Added to | 2,875 | 368 | 0.19% | 0.2% | 745 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| STEPH & CO | History | Reduced | 2,813 | 360 | 0.1% | 0.12% | 746 | -305 | -9.78% | Q1 2026 | Apr 17, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Reduced | 2,809 | 359 | 0.22% | 0.62% | 749 | -5,087 | -64.43% | Q1 2026 | May 11, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 2,804 | 359 | 0.19% | 0.24% | 748 | -50 | -1.75% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,807 | 359 | 0.02% | 0.02% | 747 | +19 | 0.68% | Q1 2026 | Apr 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 2,795 | 358 | 0.01% | 0.01% | 750 | -134 | -4.57% | Q1 2026 | Apr 27, 2026 |
| OneAscent Financial Services LLC | History | Added to | 2,800 | 358 | 0.02% | 0.03% | 751 | +53 | 1.93% | Q1 2026 | Apr 21, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 2,790 | 357 | 0.02% | 0.01% | 752 | +773 | 38.32% | Q1 2026 | Apr 09, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 2,780 | 356 | 0.1% | 0.15% | 755 | +268 | 10.67% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 2,785 | 356 | 0.01% | 0.01% | 753 | +44 | 1.61% | Q1 2026 | Apr 27, 2026 |
| Advisory Alpha, LLC | History | No change | 2,780 | 356 | 0.01% | 0.01% | 754 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 2,776 | 355 | 0.04% | 0.04% | 756 | +1 | 0.04% | Q1 2026 | Apr 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 2,766 | 354 | 0.03% | 0.03% | 757 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GeoWealth Management, LLC | History | Added to | 2,756 | 353 | 0.01% | 0.01% | 758 | +81 | 3.03% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 2,755 | 352 | 0.02% | 0.02% | 759 | -245 | -8.17% | Q1 2026 | May 11, 2026 |
| Paladin Partners, LLC | History | Added to | 2,720 | 348 | 0.25% | 0.21% | 761 | +610 | 28.91% | Q1 2026 | Jun 25, 2026 |
| Trilogy Capital Inc. | History | Reduced | 2,718 | 348 | 0.02% | 0.02% | 760 | -94 | -3.34% | Q1 2026 | Apr 21, 2026 |
| CRA Financial Services, LLC | History | Added to | 2,713 | 347 | 0.05% | 0.04% | 762 | +265 | 10.83% | Q1 2026 | Apr 09, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 2,710 | 347 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 2,698 | 345 | 0.05% | 0.05% | 764 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 2,686 | 344 | 0.09% | 0.09% | 765 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,683 | 343 | 0.01% | 0.01% | 766 | +633 | 30.88% | Q1 2026 | Apr 28, 2026 |
| BCGM Wealth Management, LLC | History | No change | 2,684 | 343 | 0.09% | 0.09% | 767 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mason & Associates, LLC | History | Reduced | 2,675 | 342 | 0.08% | 0.08% | 768 | -7 | -0.26% | Q1 2026 | Apr 21, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,669 | 341 | 0.01% | 0.01% | 769 | +1 | 0.04% | Q1 2026 | Apr 22, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Reduced | 2,661 | 340 | 0.13% | 0.14% | 770 | -150 | -5.34% | Q1 2026 | May 08, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 2,660 | 340 | 0.03% | 0.02% | 771 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Argent Advisors, Inc. | History | No change | 2,650 | 339 | 0.09% | 0.1% | 772 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| High Falls Advisors, Inc | History | No change | 2,480 | 339 | 0.07% | 0.07% | 773 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Aspen Investment Management Inc | History | No change | 2,638 | 338 | 0.1% | 0.11% | 774 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,632 | 337 | 0.0% | 0.0% | 775 | +585 | 28.58% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 2,636 | 337 | 0.04% | 0.05% | 776 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 2,635 | 337 | 0.18% | 0.19% | 777 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 2,626 | 336 | 0.01% | 0.01% | 779 | +33 | 1.27% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 2,630 | 336 | 0.16% | 0.18% | 778 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealth Care LLC | History | New | 2,620 | 335 | 0.3% | β | 780 | +2,620 | New | Q1 2026 | Apr 24, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,614 | 334 | 0.03% | 0.09% | 781 | -4,432 | -62.9% | Q1 2026 | May 14, 2026 |
| Livet Wealth, LLC | History | Reduced | 2,600 | 333 | 0.21% | 0.45% | 783 | -2,731 | -51.23% | Q1 2026 | Apr 24, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 2,600 | 333 | 0.02% | 0.02% | 782 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Independence Bank of Kentucky | History | Added to | 2,597 | 332 | 0.04% | 0.04% | 784 | +153 | 6.26% | Q1 2026 | Apr 30, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 2,590 | 331 | 0.12% | 0.12% | 785 | -25 | -0.96% | Q1 2026 | May 12, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 2,580 | 330 | 0.03% | 0.04% | 786 | -72 | -2.71% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,573 | 329 | 0.0% | 0.01% | 788 | -663 | -20.49% | Q1 2026 | Apr 20, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 2,575 | 329 | 0.05% | 0.06% | 787 | -655 | -20.28% | Q1 2026 | May 07, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 2,574 | 329 | 0.25% | 0.28% | 789 | -218 | -7.81% | Q1 2026 | Apr 30, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 2,564 | 328 | 0.04% | 0.04% | 790 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 2,557 | 327 | 0.05% | 0.07% | 791 | -904 | -26.12% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,554 | 327 | 0.18% | 0.17% | 793 | +278 | 12.21% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 2,556 | 327 | 0.04% | 0.05% | 792 | +46 | 1.83% | Q1 2026 | Apr 20, 2026 |
| Steelhead Wealth Management LLC | History | New | 2,549 | 326 | 0.17% | β | 796 | +2,549 | New | Q1 2026 | Jun 15, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 2,547 | 326 | 0.18% | 0.25% | 795 | -430 | -14.44% | Q1 2026 | Apr 21, 2026 |
| TrueWealth Advisors, LLC | History | No change | 2,552 | 326 | 0.08% | 0.09% | 794 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,538 | 325 | 0.16% | 0.16% | 797 | +120 | 4.96% | Q1 2026 | May 07, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 2,516 | 322 | 0.03% | 0.03% | 799 | +278 | 12.42% | Q1 2026 | Apr 13, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 2,518 | 322 | 0.27% | 0.3% | 800 | +25 | 1.0% | Q1 2026 | Apr 17, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 2,520 | 322 | 0.13% | 0.13% | 798 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NORDEN GROUP LLC | History | Added to | 2,502 | 320 | 0.03% | 0.03% | 802 | +38 | 1.54% | Q1 2026 | Apr 15, 2026 |
| PDS Planning, Inc | History | Added to | 2,501 | 320 | 0.02% | 0.02% | 801 | +1 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Baring Financial LLC | History | No change | 2,502 | 320 | 0.2% | 0.21% | 803 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 2,489 | 318 | 0.21% | 0.18% | 805 | -125 | -4.78% | Q1 2026 | May 14, 2026 |
| Wealth Science Advisors LLC | History | No change | 2,326 | 318 | 0.18% | 0.18% | 804 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| United Capital Management of KS, Inc. | History | Reduced | 2,476 | 317 | 0.05% | 1.96% | 807 | -99,803 | -97.58% | Q1 2026 | May 11, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 2,482 | 317 | 0.04% | 0.45% | 808 | -21,021 | -89.44% | Q1 2026 | Apr 23, 2026 |
| GLR Partners, LLC | History | New | 2,482 | 317 | 0.17% | β | 809 | +2,482 | New | Q1 2026 | May 13, 2026 |
| Radnor Capital Management, LLC | History | No change | 2,479 | 317 | 0.05% | 0.05% | 806 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 2,472 | 316 | 0.01% | 0.01% | 811 | -149 | -5.68% | Q1 2026 | Apr 15, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 2,468 | 316 | 0.03% | 0.03% | 810 | -108 | -4.19% | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 2,459 | 315 | 0.28% | 0.23% | 812 | +582 | 31.01% | Q1 2026 | May 06, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 2,282 | 313 | 0.07% | β | 813 | +2,282 | New | Q1 2026 | May 08, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 2,436 | 312 | 0.16% | 0.22% | 814 | +40 | 1.67% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | New | 2,260 | 311 | 0.0% | β | 815 | +2,260 | New | Q1 2026 | Apr 20, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 2,400 | 307 | 0.07% | 0.08% | 816 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 2,392 | 306 | 0.1% | 0.19% | 818 | -425 | -15.09% | Q1 2026 | Apr 20, 2026 |
| EWA, LLC | History | Reduced | 2,393 | 306 | 0.07% | 0.08% | 817 | -2 | -0.08% | Q1 2026 | Apr 23, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 2,383 | 305 | 0.04% | 0.04% | 819 | -56 | -2.3% | Q1 2026 | Apr 07, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | Reduced | 2,376 | 304 | 0.02% | 0.02% | 820 | -626 | -20.85% | Q1 2026 | May 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,365 | 303 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 2,370 | 303 | 0.02% | 0.02% | 822 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Towercrest Capital Management | History | No change | 2,360 | 302 | 0.05% | 0.05% | 823 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Prosperity Planning, Inc. | History | No change | 2,361 | 302 | 0.08% | 0.08% | 824 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 2,352 | 301 | 0.08% | 0.1% | 828 | -277 | -10.54% | Q1 2026 | May 12, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 2,350 | 301 | 0.03% | 0.04% | 825 | -245 | -9.44% | Q1 2026 | May 08, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,356 | 301 | 0.03% | 0.03% | 826 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LRI Investments, LLC | History | No change | 2,350 | 301 | 0.03% | 0.03% | 827 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 2,340 | 299 | 0.05% | 0.04% | 831 | +405 | 20.93% | Q1 2026 | May 01, 2026 |
| FDx Advisors, Inc. | History | Reduced | 2,332 | 299 | 0.1% | 0.17% | 829 | -66 | -2.75% | Q1 2026 | May 01, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 2,340 | 299 | 0.03% | 0.04% | 830 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | No change | 2,320 | 297 | 0.03% | 0.03% | 832 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kendall Capital Management | History | No change | 2,318 | 296 | 0.06% | 0.07% | 833 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 2,308 | 295 | 0.02% | 0.02% | 834 | -42 | -1.79% | Q1 2026 | Apr 30, 2026 |
| Meramec Financial Planners, LLC | History | No change | 2,136 | 295 | 0.12% | 0.11% | 835 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 2,280 | 292 | 0.03% | 0.03% | 836 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fonville Wealth Management LLC | History | New | 2,272 | 291 | 0.06% | β | 837 | +2,272 | New | Q1 2026 | Apr 20, 2026 |
| Armor Investment Advisors, LLC | History | No change | 2,265 | 290 | 0.1% | 0.11% | 838 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 2,229 | 289 | 0.15% | 4.03% | 840 | -55,400 | -96.13% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Added to | 2,256 | 289 | 0.0% | 0.0% | 841 | +565 | 33.41% | Q1 2026 | Apr 23, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | No change | 2,256 | 289 | 0.07% | 0.08% | 839 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,250 | 288 | 0.01% | 0.01% | 843 | +523 | 30.28% | Q1 2026 | May 08, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 2,248 | 288 | 0.05% | 0.05% | 844 | +142 | 6.74% | Q1 2026 | May 01, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,249 | 288 | 0.19% | 0.21% | 845 | -22 | -0.97% | Q1 2026 | Apr 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 2,250 | 288 | 0.07% | 0.07% | 842 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFG Advisors, Inc. | History | Reduced | 2,245 | 287 | 0.2% | 0.24% | 847 | -194 | -7.95% | Q1 2026 | May 08, 2026 |
| Grove Bank & Trust | History | No change | 2,246 | 287 | 0.03% | 0.03% | 846 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Retirement Planning Group, LLC | History | Added to | 2,234 | 286 | 0.01% | 0.01% | 848 | +345 | 18.26% | Q1 2026 | May 04, 2026 |
| Financial Perspectives, Inc | History | No change | 2,227 | 285 | 0.08% | 0.08% | 849 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 2,217 | 284 | 0.15% | 0.16% | 850 | -13 | -0.58% | Q1 2026 | Apr 10, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 2,207 | 282 | 0.19% | 0.2% | 851 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,194 | 281 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 2,200 | 281 | 0.07% | 0.09% | 853 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stiles Financial Services Inc | History | No change | 2,200 | 281 | 0.09% | 0.09% | 854 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Yardley Wealth Management LLC | History | No change | 2,200 | 281 | 0.14% | 0.16% | 855 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 2,187 | 280 | 0.23% | 0.24% | 856 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 2,025 | 277 | 0.02% | β | 858 | +2,025 | New | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,026 | 277 | 0.01% | 0.01% | 857 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,157 | 276 | 0.01% | 0.01% | 860 | +6 | 0.28% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Management Group | History | No change | 2,156 | 276 | 0.06% | 0.06% | 859 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 2,153 | 275 | 0.08% | 0.11% | 862 | -543 | -20.14% | Q1 2026 | Apr 16, 2026 |
| Diversified Portfolios, Inc. | History | No change | 2,148 | 275 | 0.02% | 0.02% | 861 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,136 | 274 | 0.01% | 0.03% | 863 | -5,628 | -72.49% | Q1 2026 | Apr 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,138 | 273 | 0.0% | 0.01% | 865 | +81 | 3.94% | Q1 2026 | May 07, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 2,015 | 273 | 0.09% | 0.09% | 864 | -31 | -1.52% | Q1 2026 | Apr 28, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 2,120 | 272 | 0.03% | 0.03% | 866 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Transcendent Capital Group LLC | History | Added to | 2,121 | 271 | 0.12% | 0.13% | 868 | +17 | 0.81% | Q1 2026 | Apr 27, 2026 |
| Cypress Wealth Services, LLC | History | No change | 2,116 | 271 | 0.04% | 0.04% | 867 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 2,115 | 270 | 0.08% | 0.09% | 869 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 2,102 | 269 | 0.04% | 0.04% | 870 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | New | 2,094 | 268 | 0.02% | β | 872 | +2,094 | New | Q1 2026 | Apr 16, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 2,099 | 268 | 0.0% | 0.0% | 871 | -915 | -30.36% | Q1 2026 | May 14, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 2,077 | 266 | 0.1% | 0.1% | 873 | +556 | 36.55% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,071 | 265 | 0.0% | 0.0% | 875 | -100 | -4.61% | Q1 2026 | May 08, 2026 |
| Garde Capital, Inc. | History | No change | 2,074 | 265 | 0.02% | 0.02% | 874 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EFG International AG | History | No change | 2,072 | 265 | 0.01% | 0.01% | 876 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 2,062 | 264 | 0.0% | 0.0% | 878 | +919 | 80.4% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 2,064 | 264 | 0.02% | 0.02% | 877 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| KPP Advisory Services LLC | History | No change | 2,066 | 264 | 0.04% | 0.04% | 879 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Snider Financial Group | History | Reduced | 2,055 | 263 | 0.08% | 0.11% | 884 | -905 | -30.57% | Q1 2026 | Apr 15, 2026 |
| Rothschild Capital Partners, LLC | History | Reduced | 2,056 | 263 | 0.06% | 0.07% | 883 | -208 | -9.19% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,055 | 263 | 0.0% | 0.0% | 881 | -150 | -6.8% | Q1 2026 | May 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,053 | 263 | 0.02% | 0.02% | 880 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| LCNB CORP | History | No change | 2,060 | 263 | 0.09% | 0.09% | 882 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Align Financial, LLC | History | Reduced | 2,050 | 262 | 0.15% | 0.16% | 885 | -278,677 | -99.27% | Q1 2026 | May 08, 2026 |
| Portland Global Advisors LLC | History | No change | 2,026 | 259 | 0.03% | 0.03% | 886 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 2,018 | 258 | 0.1% | 0.11% | 888 | +1 | 0.05% | Q1 2026 | Apr 29, 2026 |
| Mill Capital Management, LLC | History | No change | 2,020 | 258 | 0.02% | 0.02% | 887 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 2,013 | 257 | 0.02% | 0.03% | 889 | -127 | -5.93% | Q1 2026 | May 14, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 2,007 | 257 | 0.11% | 0.11% | 890 | -15 | -0.74% | Q1 2026 | Apr 21, 2026 |
| Timonier Family Office, LTD. | History | No change | 1,862 | 254 | 0.08% | 0.08% | 891 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 1,982 | 253 | 0.12% | 0.15% | 893 | -65 | -3.18% | Q1 2026 | Apr 22, 2026 |
| Foundation Wealth Management, LLC | History | No change | 1,981 | 253 | 0.17% | 0.18% | 892 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Summit Wealth Partners, LLC | History | New | 1,948 | 249 | 0.04% | β | 894 | +1,948 | New | Q1 2026 | Apr 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 1,942 | 248 | 0.0% | β | 898 | +1,942 | New | Q1 2026 | Apr 20, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 1,940 | 248 | 0.08% | 0.08% | 897 | +1 | 0.05% | Q1 2026 | May 08, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 1,940 | 248 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Edge Financial Advisors LLC | History | No change | 1,812 | 248 | 0.1% | 0.1% | 896 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 1,935 | 247 | 0.0% | β | 900 | +1,935 | New | Q1 2026 | May 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,933 | 247 | 0.01% | 0.01% | 899 | +54 | 2.87% | Q1 2026 | May 11, 2026 |
| Tanager Wealth Management LLP | History | Added to | 1,924 | 246 | 0.02% | 0.02% | 901 | +155 | 8.76% | Q1 2026 | Apr 20, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 1,908 | 244 | 0.0% | 0.07% | 903 | -45,654 | -95.99% | Q1 2026 | May 11, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 1,907 | 244 | 0.02% | 0.04% | 902 | -1,100 | -36.58% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Reduced | 1,899 | 243 | 0.01% | 0.01% | 905 | -443 | -18.92% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,904 | 243 | 0.01% | 0.01% | 904 | +54 | 2.92% | Q1 2026 | May 15, 2026 |
| Elevation Wealth Management LLC | History | Added to | 1,893 | 242 | 0.22% | 0.21% | 907 | +294 | 18.39% | Q1 2026 | May 11, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 1,896 | 242 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,886 | 241 | 0.01% | 0.01% | 908 | +715 | 61.06% | Q1 2026 | Apr 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 1,880 | 240 | 0.08% | 0.09% | 909 | +140 | 8.05% | Q1 2026 | Apr 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 1,870 | 239 | 0.01% | 0.01% | 910 | -19 | -1.01% | Q1 2026 | Apr 28, 2026 |
| Windsor Capital Management, LLC | History | Added to | 1,859 | 238 | 0.07% | 0.07% | 912 | +1 | 0.05% | Q1 2026 | Apr 10, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 1,798 | 238 | 0.07% | 0.07% | 911 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 1,853 | 237 | 0.05% | 0.06% | 913 | +13 | 0.71% | Q1 2026 | May 05, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 1,852 | 237 | 0.14% | 0.15% | 914 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,835 | 235 | 0.07% | 0.08% | 915 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 1,831 | 234 | 0.04% | 0.04% | 917 | -20 | -1.08% | Q1 2026 | May 11, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 1,826 | 234 | 0.02% | 0.02% | 916 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 1,824 | 233 | 0.1% | β | 920 | +1,824 | New | Q1 2026 | Apr 20, 2026 |
| Patten Group, Inc. | History | Reduced | 1,822 | 233 | 0.04% | 0.06% | 918 | -418 | -18.66% | Q1 2026 | Apr 24, 2026 |
| Shira Ridge Wealth Management | History | No change | 1,822 | 233 | 0.09% | 0.1% | 919 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 1,812 | 232 | 0.01% | 0.01% | 921 | -115 | -5.97% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | Reduced | 1,808 | 231 | 0.0% | 0.01% | 922 | -732 | -28.82% | Q1 2026 | Apr 16, 2026 |
| New England Professional Planning Group Inc. | History | No change | 1,778 | 227 | 0.09% | 0.1% | 923 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | No change | 1,716 | 227 | 0.01% | 0.01% | 924 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Avestar Capital, LLC | History | Added to | 1,770 | 226 | 0.01% | 0.01% | 925 | +134 | 8.19% | Q1 2026 | May 13, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 1,658 | 226 | 0.07% | 0.08% | 926 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisory Group | History | No change | 1,767 | 226 | 0.17% | 0.19% | 927 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,762 | 225 | 0.0% | 0.0% | 928 | +1,680 | 2048.78% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,753 | 224 | 0.01% | β | 930 | +1,753 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,750 | 224 | 0.03% | β | 929 | +1,750 | New | Q1 2026 | May 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,741 | 223 | 0.01% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 1,734 | 222 | 0.03% | 0.03% | 932 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clayton Financial Group LLC | History | No change | 1,735 | 222 | 0.11% | 0.12% | 933 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 1,724 | 220 | 0.01% | 0.01% | 934 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 1,720 | 220 | 0.01% | 0.01% | 935 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,704 | 218 | 0.11% | 0.12% | 936 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 1,693 | 216 | 0.08% | 0.09% | 937 | +1 | 0.06% | Q1 2026 | Apr 24, 2026 |
| Kingstone Capital Partners Texas, LLC | History | No change | 1,689 | 216 | 0.13% | 0.13% | 938 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 1,683 | 215 | 0.06% | 0.07% | 941 | -1,683 | -50.0% | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,679 | 215 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,679 | 215 | 0.02% | 0.02% | 940 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | New | 1,677 | 214 | 0.01% | β | 943 | +1,677 | New | Q1 2026 | May 08, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,675 | 214 | 0.01% | 0.01% | 942 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Kestra Investment Management, LLC | History | New | 1,665 | 213 | 0.0% | β | 945 | +1,665 | New | Q1 2026 | May 11, 2026 |
| Foguth Wealth Management, LLC. | History | New | 1,496 | 213 | 0.02% | β | 946 | +1,496 | New | Q1 2026 | Jun 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,670 | 213 | 0.01% | 0.01% | 944 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Evanson Asset Management, LLC | History | No change | 1,662 | 212 | 0.01% | 0.01% | 947 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Trivant Custom Portfolio Group, LLC | History | No change | 1,660 | 212 | 0.12% | 0.13% | 948 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 1,652 | 211 | 0.24% | 0.25% | 949 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,642 | 210 | 0.01% | 0.01% | 950 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 1,637 | 209 | 0.02% | 0.02% | 951 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mason & Associates Inc | History | No change | 1,685 | 208 | 0.04% | 0.04% | 952 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Leo Wealth, LLC | History | Reduced | 1,619 | 207 | 0.02% | 0.02% | 954 | -7 | -0.43% | Q1 2026 | May 05, 2026 |
| Chesley Taft & Associates LLC | History | No change | 1,616 | 207 | 0.01% | 0.01% | 953 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,614 | 206 | 0.0% | 0.0% | 955 | -397 | -19.74% | Q1 2026 | May 05, 2026 |
| TCP Asset Management, LLC | History | Added to | 1,608 | 205 | 0.03% | 0.04% | 956 | +53 | 3.41% | Q1 2026 | Apr 10, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 1,600 | 204 | 0.03% | 0.04% | 958 | -150 | -8.57% | Q1 2026 | Apr 21, 2026 |
| Apeiron RIA LLC | History | No change | 1,594 | 204 | 0.05% | 0.04% | 957 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 1,594 | 204 | 0.15% | 0.16% | 959 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TrustBank | History | No change | 1,600 | 204 | 0.08% | 0.09% | 960 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First Nebraska Trust Co | History | No change | 1,600 | 204 | 0.02% | 0.02% | 961 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Athena Investment Management | History | No change | 1,590 | 203 | 0.11% | 0.11% | 962 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | Reduced | 1,584 | 202 | 0.01% | 0.04% | 963 | -3,204 | -66.92% | Q1 2026 | May 11, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 1,580 | 202 | 0.16% | 0.17% | 965 | +15 | 0.96% | Q1 2026 | Apr 28, 2026 |
| Carrera Capital Advisors | History | No change | 1,580 | 202 | 0.03% | 0.04% | 964 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | New | 1,573 | 201 | 0.04% | β | 967 | +1,573 | New | Q1 2026 | Apr 29, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 1,571 | 201 | 0.03% | 0.03% | 966 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clare Market Investments LLC | History | New | 1,564 | 200 | 0.04% | β | 969 | +1,564 | New | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Reduced | 1,563 | 200 | 0.01% | 0.01% | 968 | -350 | -18.3% | Q1 2026 | May 05, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,521 | 195 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hendershot Investments Inc. | History | No change | 1,522 | 194 | 0.03% | 0.03% | 971 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,511 | 193 | 0.1% | 0.1% | 972 | -9 | -0.59% | Q1 2026 | Apr 02, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,436 | 183 | 0.0% | 0.0% | 973 | -1,944 | -57.51% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 1,426 | 183 | 0.04% | 0.0% | 974 | +1,398 | 4992.86% | Q1 2026 | May 11, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 1,392 | 178 | 0.03% | 0.04% | 976 | -131 | -8.6% | Q1 2026 | Apr 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,392 | 178 | 0.01% | 0.01% | 975 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,321 | 169 | 0.04% | 0.04% | 977 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 1,296 | 166 | 0.08% | 0.07% | 978 | +279 | 27.43% | Q1 2026 | Apr 20, 2026 |
| Hills Bank & Trust Co | History | Reduced | 1,283 | 164 | 0.01% | 0.01% | 979 | -100 | -7.23% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,228 | 157 | 0.01% | 0.01% | 980 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,213 | 155 | 0.09% | 0.1% | 981 | +1 | 0.08% | Q1 2026 | May 07, 2026 |
| Smithfield Trust Co | History | No change | 1,197 | 153 | 0.01% | 0.01% | 982 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,122 | 146 | 0.0% | 0.0% | 983 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,146 | 146 | 0.01% | 0.01% | 984 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 1,146 | 146 | 0.02% | 0.02% | 985 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,140 | 146 | 0.04% | 0.04% | 986 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Centennial Bank/AR/ | History | Reduced | 1,134 | 145 | 0.05% | 0.1% | 988 | -750 | -39.81% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | Reduced | 1,139 | 145 | 0.0% | 0.0% | 987 | -338 | -22.88% | Q1 2026 | Apr 07, 2026 |
| Dorato Capital Management | History | No change | 1,078 | 143 | 0.11% | 0.11% | 989 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 1,104 | 141 | 0.02% | 0.02% | 990 | -96 | -8.0% | Q1 2026 | May 11, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 1,105 | 141 | 0.07% | 0.07% | 991 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,038 | 132 | 0.0% | β | 994 | +1,038 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,035 | 132 | 0.01% | 0.01% | 993 | +68 | 7.03% | Q1 2026 | Apr 24, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,032 | 132 | 0.04% | 0.04% | 992 | 0 | 0.0% | Q1 2026 | Jun 23, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,027 | 131 | 0.01% | 0.01% | 995 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 1,018 | 130 | 0.01% | 0.04% | 996 | -4,444 | -81.36% | Q1 2026 | May 06, 2026 |
| Trust Co | History | No change | 1,018 | 130 | 0.01% | 0.01% | 997 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,000 | 128 | 0.01% | 0.02% | 998 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 995 | 127 | 0.01% | 0.01% | 999 | +2 | 0.2% | Q1 2026 | Apr 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 982 | 125 | 0.03% | 0.04% | 1000 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 979 | 125 | 0.1% | 0.11% | 1001 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 917 | 117 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | No change | 910 | 116 | 0.03% | 0.03% | 1003 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TFC Financial Management, Inc. | History | Added to | 888 | 113 | 0.01% | 0.01% | 1005 | +124 | 16.23% | Q1 2026 | Apr 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 875 | 113 | 0.01% | 0.01% | 1004 | -25 | -2.78% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 816 | 111 | 0.03% | 0.03% | 1006 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Scarborough Advisors, LLC | History | New | 852 | 109 | 0.01% | β | 1007 | +852 | New | Q1 2026 | May 07, 2026 |
| REAP Financial Group, LLC | History | Reduced | 850 | 108 | 0.02% | 0.02% | 1008 | -37 | -4.17% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 820 | 105 | 0.03% | 0.03% | 1009 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Perkins Coie Trust Co | History | No change | 797 | 102 | 0.02% | 0.02% | 1010 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Advisors | History | No change | 800 | 102 | 0.01% | 0.01% | 1011 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SITTNER & NELSON, LLC | History | No change | 800 | 102 | 0.04% | 0.04% | 1012 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UNION SAVINGS BANK | History | No change | 795 | 101 | 0.04% | 0.05% | 1013 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 732 | 98 | 0.07% | 0.13% | 1014 | +1 | 0.14% | Q1 2026 | Jul 01, 2026 |
| MATHER GROUP, LLC. | History | New | 756 | 96 | 0.0% | β | 1015 | +756 | New | Q1 2026 | Apr 13, 2026 |
| HOWE & RUSLING INC | History | Reduced | 748 | 95 | 0.01% | 0.02% | 1016 | -1,578 | -67.84% | Q1 2026 | Apr 28, 2026 |
| WealthCollab, LLC | History | No change | 743 | 95 | 0.04% | 0.04% | 1017 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 724 | 92 | 0.03% | 0.03% | 1018 | -36 | -4.74% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | New | 700 | 89 | 0.02% | β | 1022 | +700 | New | Q1 2026 | Apr 13, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 700 | 89 | 0.01% | 0.02% | 1020 | -500 | -41.67% | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 700 | 89 | 0.01% | 0.01% | 1021 | -14 | -1.96% | Q1 2026 | May 15, 2026 |
| Knott David M Jr | History | No change | 695 | 89 | 0.05% | 0.04% | 1019 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 690 | 88 | 0.01% | 0.01% | 1023 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SYM FINANCIAL Corp | History | No change | 676 | 86 | 0.01% | 0.01% | 1024 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Planning Project LLC | History | No change | 627 | 85 | 0.02% | 0.02% | 1025 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 662 | 84 | 0.01% | 0.01% | 1026 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 648 | 83 | 0.04% | 0.04% | 1027 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Investors Portfolio Services LLC | History | No change | 637 | 81 | 0.08% | 0.08% | 1028 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gleason Group, Inc. | History | Added to | 629 | 80 | 0.01% | 0.01% | 1030 | +1 | 0.16% | Q1 2026 | May 04, 2026 |
| Hanson & Doremus Investment Management | History | No change | 628 | 80 | 0.01% | 0.01% | 1029 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 583 | 79 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stephens Consulting, LLC | History | No change | 584 | 79 | 0.03% | 0.03% | 1032 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 613 | 78 | 0.0% | 0.0% | 1033 | -2 | -0.33% | Q1 2026 | Apr 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 606 | 77 | 0.04% | 0.04% | 1034 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | Added to | 599 | 76 | 0.05% | 0.05% | 1035 | +109 | 22.24% | Q1 2026 | Apr 22, 2026 |
| Wellington Grp LLC | History | New | 574 | 73 | 0.02% | β | 1037 | +574 | New | Q1 2026 | May 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 575 | 73 | 0.03% | 0.03% | 1036 | +1 | 0.17% | Q1 2026 | Apr 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 562 | 72 | 0.0% | 0.0% | 1038 | +443 | 372.27% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 555 | 71 | 0.0% | 0.0% | 1039 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Archer Investment Corp | History | No change | 547 | 70 | 0.01% | 0.02% | 1040 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 529 | 67 | 0.04% | 0.04% | 1041 | -29 | -5.2% | Q1 2026 | Apr 13, 2026 |
| Addison Advisors LLC | History | No change | 526 | 67 | 0.01% | 0.02% | 1042 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | No change | 514 | 66 | 0.04% | 0.04% | 1043 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | No change | 512 | 65 | 0.01% | 0.02% | 1044 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 509 | 65 | 0.04% | 0.04% | 1045 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Reduced | 502 | 64 | 0.28% | 0.48% | 1046 | -12,932 | -96.26% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | No change | 494 | 63 | 0.01% | 0.01% | 1047 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Operose Advisors LLC | History | No change | 496 | 63 | 0.01% | 0.02% | 1048 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 479 | 61 | 0.01% | 0.02% | 1049 | -150 | -23.85% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 471 | 60 | 0.0% | 0.0% | 1050 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pflug Koory, LLC | History | No change | 475 | 60 | 0.03% | 0.03% | 1051 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ATWOOD & PALMER INC | History | No change | 460 | 58 | 0.0% | 0.0% | 1052 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mechanics Financial Corp | History | No change | 456 | 58 | 0.02% | 0.02% | 1053 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 473 | 58 | 0.0% | 0.0% | 1054 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Reduced | 451 | 57 | 0.04% | 0.09% | 1056 | -518 | -53.46% | Q1 2026 | May 04, 2026 |
| Parvin Asset Management, LLC | History | No change | 445 | 57 | 0.04% | 0.05% | 1055 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kimelman & Baird, LLC | History | No change | 428 | 54 | 0.0% | 0.0% | 1057 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Horizons Wealth Management | History | No change | 426 | 54 | 0.04% | 0.04% | 1058 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Bernard Wealth Management Corp. | History | No change | 428 | 54 | 0.02% | 0.02% | 1059 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 420 | 53 | 0.02% | 0.02% | 1060 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Front Row Advisors LLC | History | No change | 406 | 52 | 0.02% | 0.02% | 1061 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 383 | 52 | 0.04% | 0.04% | 1062 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 405 | 51 | 0.0% | 0.0% | 1063 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Coston, McIsaac & Partners | History | No change | 405 | 51 | 0.01% | 0.01% | 1064 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Missouri Trust & Investment Co | History | No change | 394 | 50 | 0.01% | 0.02% | 1065 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 385 | 49 | 0.02% | 0.02% | 1066 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 381 | 48 | 0.03% | 0.03% | 1067 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 364 | 46 | 0.02% | 0.02% | 1068 | -20 | -5.21% | Q1 2026 | Apr 23, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 346 | 44 | 0.0% | 0.0% | 1069 | -400 | -53.62% | Q1 2026 | May 06, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 342 | 43 | 0.03% | 0.03% | 1070 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 334 | 42 | 0.0% | 0.0% | 1071 | -313 | -48.38% | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 320 | 40 | 0.0% | 0.0% | 1072 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Motiv8 Investments LLC | History | No change | 295 | 40 | 0.02% | 0.02% | 1073 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 305 | 39 | 0.02% | 0.1% | 1074 | -1,096 | -78.23% | Q1 2026 | Jun 03, 2026 |
| Founders Financial Alliance, LLC | History | New | 308 | 39 | 0.01% | β | 1075 | +308 | New | Q1 2026 | May 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 304 | 38 | 0.02% | 0.01% | 1076 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Asset Dedication, LLC | History | Reduced | 287 | 36 | 0.0% | 0.0% | 1078 | -49 | -14.58% | Q1 2026 | May 29, 2026 |
| ADIRONDACK TRUST CO | History | No change | 282 | 36 | 0.01% | 0.01% | 1077 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Register Financial Advisors LLC | History | No change | 284 | 36 | 0.01% | 0.01% | 1079 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 272 | 35 | 0.0% | 0.0% | 1081 | -47 | -14.73% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 274 | 35 | 0.01% | 0.01% | 1080 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WFA of San Diego, LLC | History | No change | 275 | 35 | 0.03% | 0.03% | 1082 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| City State Bank | History | No change | 277 | 35 | 0.01% | 0.01% | 1083 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 267 | 34 | 0.01% | 0.0% | 1086 | +258 | 2866.67% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | No change | 267 | 34 | 0.0% | 0.0% | 1084 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 271 | 34 | 0.01% | 0.01% | 1085 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 259 | 33 | 0.02% | 0.07% | 1087 | -424 | -62.08% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Reduced | 258 | 33 | 0.0% | 0.0% | 1090 | -45 | -14.85% | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | No change | 262 | 33 | 0.0% | 0.0% | 1088 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 258 | 33 | 0.01% | 0.01% | 1089 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 250 | 32 | 0.01% | 0.0% | 1091 | +202 | 420.83% | Q1 2026 | May 06, 2026 |
| Avion Wealth | History | No change | 248 | 31 | 0.01% | 0.01% | 1092 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Park Place Capital Corp | History | Reduced | 239 | 30 | 0.01% | 0.13% | 1094 | -4,333 | -94.77% | Q1 2026 | Apr 09, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 236 | 30 | 0.0% | β | 1096 | +236 | New | Q1 2026 | May 18, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 238 | 30 | 0.0% | 0.0% | 1093 | +38 | 19.0% | Q1 2026 | May 05, 2026 |
| Monetary Solutions, Ltd | History | No change | 240 | 30 | 0.03% | 0.03% | 1095 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 230 | 29 | 0.0% | 0.0% | 1097 | -25 | -9.8% | Q1 2026 | May 07, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 217 | 29 | 0.02% | 0.01% | 1098 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 224 | 28 | 0.0% | 0.0% | 1099 | -186 | -45.37% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 224 | 28 | 0.01% | 0.01% | 1100 | +102 | 83.61% | Q1 2026 | May 01, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 224 | 28 | 0.01% | 0.01% | 1101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 200 | 27 | 0.01% | 0.01% | 1102 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 200 | 26 | 0.0% | 0.0% | 1103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SFAM, LLC | History | No change | 208 | 26 | 0.02% | 0.03% | 1104 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 208 | 26 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BankPlus Trust Department | History | No change | 208 | 26 | 0.01% | 0.01% | 1106 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | New | 202 | 25 | 0.0% | β | 1111 | +202 | New | Q1 2026 | May 19, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 200 | 25 | 0.0% | 0.01% | 1107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 198 | 25 | 0.0% | 0.0% | 1108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 202 | 25 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 200 | 25 | 0.01% | 0.02% | 1110 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HighMark Wealth Management LLC | History | Added to | 191 | 24 | 0.01% | 0.01% | 1113 | +15 | 8.52% | Q1 2026 | May 05, 2026 |
| CNB Bank | History | No change | 191 | 24 | 0.01% | 0.01% | 1112 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 186 | 23 | 0.01% | 0.01% | 1114 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 180 | 23 | 0.0% | 0.0% | 1115 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 175 | 22 | 0.0% | 0.0% | 1116 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mascoma Wealth Management LLC | History | No change | 168 | 21 | 0.0% | 0.0% | 1117 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 167 | 21 | 0.01% | 0.01% | 1118 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | No change | 166 | 21 | 0.01% | 0.01% | 1119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legend Capital Advisors LLC | History | New | 162 | 20 | 0.01% | β | 1122 | +162 | New | Q1 2026 | May 15, 2026 |
| Team Financial Group, LLC | History | No change | 156 | 20 | 0.01% | 0.01% | 1120 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 162 | 20 | 0.04% | 0.05% | 1121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Riverview Trust Co | History | No change | 150 | 19 | 0.02% | 0.02% | 1123 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 156 | 19 | 0.01% | 0.01% | 1124 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| United Community Bank | History | No change | 149 | 19 | 0.01% | 0.01% | 1125 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ankerstar Wealth, LLC | History | No change | 150 | 19 | 0.02% | 0.02% | 1126 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 155 | 19 | 0.02% | 0.02% | 1127 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| New Republic Capital, LLC | History | Added to | 148 | 18 | 0.01% | 0.0% | 1128 | +25 | 20.33% | Q1 2026 | May 01, 2026 |
| American Capital Advisory, LLC | History | No change | 143 | 18 | 0.01% | 0.01% | 1129 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 135 | 17 | 0.0% | 0.0% | 1130 | -94 | -41.05% | Q1 2026 | May 05, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 135 | 17 | 0.01% | 0.0% | 1133 | +60 | 80.0% | Q1 2026 | May 05, 2026 |
| Bank & Trust Co | History | No change | 134 | 17 | 0.01% | 0.01% | 1131 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 137 | 17 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 125 | 16 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 121 | 15 | 0.01% | β | 1138 | +121 | New | Q1 2026 | May 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 120 | 15 | 0.0% | β | 1137 | +120 | New | Q1 2026 | May 01, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 120 | 15 | 0.0% | 0.0% | 1135 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 119 | 15 | 0.01% | 0.01% | 1136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 114 | 14 | 0.0% | 0.0% | 1139 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 112 | 14 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Added to | 109 | 13 | 0.0% | 0.0% | 1143 | +89 | 445.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 102 | 13 | 0.01% | 0.01% | 1141 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 108 | 13 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Windsor Advisory Group, LLC | History | No change | 102 | 13 | 0.01% | 0.01% | 1144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| one8zero8, LLC | History | No change | 102 | 13 | 0.0% | 0.0% | 1145 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Burk Holdings LLC | History | New | 101 | 12 | 0.01% | β | 1155 | +101 | New | Q1 2026 | May 07, 2026 |
| Strengthening Families & Communities, LLC | History | New | 96 | 12 | 0.0% | β | 1154 | +96 | New | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Reduced | 98 | 12 | 0.0% | 0.0% | 1149 | -44 | -30.99% | Q1 2026 | Apr 10, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 99 | 12 | 0.01% | 0.01% | 1146 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 100 | 12 | 0.0% | 0.0% | 1148 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 100 | 12 | 0.0% | 0.0% | 1150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 94 | 12 | 0.0% | 0.0% | 1151 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Redwood Park Advisors LLC | History | No change | 96 | 12 | 0.01% | 0.01% | 1152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vision Retirement, LLC | History | No change | 94 | 12 | 0.0% | 0.0% | 1153 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 92 | 11 | 0.0% | β | 1158 | +92 | New | Q1 2026 | Apr 08, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 87 | 11 | 0.0% | 0.0% | 1156 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Field & Main Bank | History | No change | 90 | 11 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TopTier Wealth Management, LLC | History | New | 82 | 10 | 0.01% | β | 1160 | +82 | New | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | No change | 81 | 10 | 0.0% | 0.0% | 1159 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Insight Inv LLC | History | Reduced | 76 | 9 | 0.0% | 0.02% | 1163 | -222 | -74.5% | Q1 2026 | Apr 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 78 | 9 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 69 | 9 | 0.01% | 0.01% | 1162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 74 | 9 | 0.01% | 0.01% | 1164 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| High Note Wealth, LLC | History | No change | 64 | 8 | 0.0% | 0.0% | 1165 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | No change | 64 | 8 | 0.0% | 0.0% | 1166 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| United Financial Planning Group LLC | History | No change | 66 | 8 | 0.0% | 0.01% | 1167 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 62 | 7 | 0.01% | β | 1170 | +62 | New | Q1 2026 | Apr 16, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 55 | 7 | 0.0% | 0.0% | 1168 | -42 | -43.3% | Q1 2026 | May 01, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 60 | 7 | 0.0% | 0.0% | 1169 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | New | 52 | 6 | 0.0% | β | 1173 | +52 | New | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | Reduced | 51 | 6 | 0.0% | 0.0% | 1172 | -6 | -10.53% | Q1 2026 | Apr 21, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 48 | 6 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 43 | 5 | 0.0% | β | 1174 | +40 | 1333.33% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Reduced | 40 | 5 | 0.0% | 0.0% | 1175 | -30 | -42.86% | Q1 2026 | Apr 28, 2026 |
| GGM Financial LLC | History | Added to | 43 | 5 | 0.0% | 0.0% | 1179 | +14 | 48.28% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 40 | 5 | 0.0% | 0.0% | 1176 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | No change | 42 | 5 | 0.0% | 0.0% | 1177 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Wallace Hart LLC | History | No change | 40 | 5 | 0.01% | 0.0% | 1178 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 45 | 5 | 0.0% | 0.0% | 1180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 44 | 5 | 0.0% | 0.01% | 1181 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Robinswood Financial LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 1182 | 0 | 0.0% | Q1 2026 | Jul 13, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 38 | 4 | 0.0% | 0.01% | 1184 | -44 | -53.66% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 36 | 4 | 0.0% | β | 1187 | +36 | New | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | New | 35 | 4 | 0.0% | β | 1189 | +35 | New | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 31 | 4 | 0.0% | β | 1188 | +31 | New | Q1 2026 | May 06, 2026 |
| Daytona Street Capital LLC | History | Added to | 38 | 4 | 0.0% | 0.0% | 1186 | +22 | 137.5% | Q1 2026 | Apr 10, 2026 |
| NVWM, LLC | History | No change | 35 | 4 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 24 | 3 | 0.0% | 0.0% | 1190 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Piscataqua Savings Bank | History | No change | 30 | 3 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| New Millennium Group LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 22 | 2 | 0.0% | 0.0% | 1193 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 13 | 1 | 0.0% | β | 1198 | +13 | New | Q1 2026 | Apr 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 12 | 1 | 0.0% | β | 1201 | +12 | New | Q1 2026 | Apr 21, 2026 |
| Artisan Partners Limited Partnership | History | New | 11 | 1 | 0.0% | β | 1199 | +11 | New | Q1 2026 | May 13, 2026 |
| Mosley Wealth Management | History | New | 11 | 1 | 0.0% | β | 1200 | +11 | New | Q1 2026 | Apr 27, 2026 |
| Rice Partnership, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Orion Capital Management LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 1195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1197 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GenWealth Group, Inc. | History | Closed out | 0 | 0 | β | 4.91% | β | -202,807 | -100.0% | Q1 2026 | May 11, 2026 |
| Future Fund LLC | History | Closed out | 0 | 0 | β | 4.29% | β | -99,049 | -100.0% | Q1 2026 | May 06, 2026 |
| Jacobi Capital Management LLC | History | Closed out | 0 | 0 | β | 0.52% | β | -65,109 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | β | 0.17% | β | -55,923 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Retirement Management Systems Inc. | History | Closed out | 0 | 0 | β | 1.95% | β | -55,634 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | β | 0.01% | β | -54,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | Closed out | 0 | 0 | β | 1.73% | β | -50,810 | -100.0% | Q1 2026 | Apr 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | β | 0.01% | β | -31,300 | -100.0% | Q1 2026 | May 14, 2026 |
| DF DENT & CO INC | History | Closed out | 0 | 0 | β | 0.06% | β | -28,433 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | β | 0.0% | β | -24,355 | -100.0% | Q1 2026 | May 15, 2026 |
| INNEALTA CAPITAL, LLC | History | Closed out | 0 | 0 | β | 1.31% | β | -17,618 | -100.0% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | β | 0.11% | β | -17,437 | -100.0% | Q1 2026 | May 12, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | β | 0.43% | β | -13,485 | -100.0% | Q1 2026 | Apr 29, 2026 |
| LWM Advisory Services, LLC | History | Closed out | 0 | 0 | β | 0.91% | β | -11,372 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMJ Financial Wealth Management | History | Closed out | 0 | 0 | β | 0.26% | β | -8,071 | -100.0% | Q1 2026 | May 08, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | β | 0.13% | β | -8,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | β | 0.28% | β | -7,972 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Linden Thomas Advisory Services, LLC | History | Closed out | 0 | 0 | β | 0.11% | β | -7,965 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | β | 0.1% | β | -7,470 | -100.0% | Q1 2026 | May 15, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | β | 0.61% | β | -7,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | β | 0.01% | β | -5,325 | -100.0% | Q1 2026 | May 15, 2026 |
| LVW Advisors, LLC | History | Closed out | 0 | 0 | β | 0.07% | β | -5,216 | -100.0% | Q1 2026 | Apr 20, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Closed out | 0 | 0 | β | 0.11% | β | -5,178 | -100.0% | Q1 2026 | May 13, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | β | 0.1% | β | -5,020 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | β | 0.02% | β | -4,119 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | β | 0.01% | β | -3,908 | -100.0% | Q1 2026 | May 14, 2026 |
| Sage Capital Advisors,llc | History | Closed out | 0 | 0 | β | 0.12% | β | -3,736 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | β | 0.02% | β | -3,714 | -100.0% | Q1 2026 | May 01, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | β | 0.09% | β | -3,079 | -100.0% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | β | 0.04% | β | -2,751 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | β | 0.01% | β | -2,699 | -100.0% | Q1 2026 | May 11, 2026 |
| Jacksonville Wealth Management, LLC | History | Closed out | 0 | 0 | β | 0.24% | β | -2,494 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | β | 0.15% | β | -2,398 | -100.0% | Q1 2026 | Apr 08, 2026 |
| ANB BANK | History | Closed out | 0 | 0 | β | 0.11% | β | -1,959 | -100.0% | Q1 2026 | May 06, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | β | 0.02% | β | -1,951 | -100.0% | Q1 2026 | May 20, 2026 |
| CGN Advisors LLC | History | Closed out | 0 | 0 | β | 0.02% | β | -1,930 | -100.0% | Q1 2026 | Apr 13, 2026 |
| One Wealth Advisors, LLC | History | Closed out | 0 | 0 | β | 0.03% | β | -1,856 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | β | 0.03% | β | -1,802 | -100.0% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Advisors, LLC | History | Closed out | 0 | 0 | β | 0.16% | β | -1,744 | -100.0% | Q1 2026 | May 06, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | β | 0.02% | β | -1,678 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | β | 0.08% | β | -1,668 | -100.0% | Q1 2026 | May 07, 2026 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | β | 0.13% | β | -1,660 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Axis Wealth Partners, LLC | History | Closed out | 0 | 0 | β | 0.12% | β | -1,618 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | β | 0.01% | β | -1,567 | -100.0% | Q1 2026 | May 06, 2026 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | β | 0.06% | β | -1,559 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Trust Co of the South | History | Closed out | 0 | 0 | β | 0.03% | β | -1,559 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Shepherd Financial Partners LLC | History | Closed out | 0 | 0 | β | 0.02% | β | -1,547 | -100.0% | Q1 2026 | May 11, 2026 |
| Revisor Wealth Management LLC | History | Closed out | 0 | 0 | β | 0.06% | β | -1,538 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | β | 0.0% | β | -1,532 | -100.0% | Q1 2026 | May 14, 2026 |
| Smith & Howard Wealth Management, LLC | History | Closed out | 0 | 0 | β | 0.05% | β | -1,529 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | β | 0.01% | β | -1,525 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Closed out | 0 | 0 | β | 0.01% | β | -1,522 | -100.0% | Q1 2026 | May 11, 2026 |
| TigerOak Management, L.L.C. | History | Closed out | 0 | 0 | β | 0.06% | β | -1,518 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Alta Wealth Advisors LLC | History | Closed out | 0 | 0 | β | 0.07% | β | -1,512 | -100.0% | Q1 2026 | May 04, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Closed out | 0 | 0 | β | 0.02% | β | -1,510 | -100.0% | Q1 2026 | May 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | Closed out | 0 | 0 | β | 0.06% | β | -1,510 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | β | 0.01% | β | -1,504 | -100.0% | Q1 2026 | May 14, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | β | 0.04% | β | -1,503 | -100.0% | Q1 2026 | May 15, 2026 |
| Granite Bay Wealth Management, LLC | History | Closed out | 0 | 0 | β | 0.05% | β | -1,500 | -100.0% | Q1 2026 | May 01, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | β | 0.07% | β | -1,492 | -100.0% | Q1 2026 | Apr 08, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Closed out | 0 | 0 | β | 0.22% | β | -1,492 | -100.0% | Q1 2026 | Jul 13, 2026 |
| ERn Financial, LLC | History | Closed out | 0 | 0 | β | 0.04% | β | -1,489 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WRAPMANAGER INC | History | Closed out | 0 | 0 | β | 0.07% | β | -1,486 | -100.0% | Q1 2026 | May 11, 2026 |
| Harfst & Associates, Inc. | History | Closed out | 0 | 0 | β | 0.04% | β | -1,475 | -100.0% | Q1 2026 | May 12, 2026 |
| PARTHENON LLC | History | Closed out | 0 | 0 | β | 0.02% | β | -1,474 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Closed out | 0 | 0 | β | 0.05% | β | -1,470 | -100.0% | Q1 2026 | May 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | β | 0.03% | β | -1,470 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Stokes Family Office, LLC | History | Closed out | 0 | 0 | β | 0.02% | β | -1,468 | -100.0% | Q1 2026 | May 11, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | β | 0.05% | β | -1,468 | -100.0% | Q1 2026 | Apr 27, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | β | 0.03% | β | -1,467 | -100.0% | Q1 2026 | Apr 10, 2026 |
| River Wealth Advisors LLC | History | Closed out | 0 | 0 | β | 0.02% | β | -1,466 | -100.0% | Q1 2026 | May 13, 2026 |
| THEORY FINANCIAL LLC | History | Closed out | 0 | 0 | β | 0.07% | β | -1,464 | -100.0% | Q1 2026 | May 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | β | 0.01% | β | -1,463 | -100.0% | Q1 2026 | May 12, 2026 |
| Thoma Capital Management LLC | History | Closed out | 0 | 0 | β | 0.12% | β | -1,463 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TME FINANCIAL, INC. | History | Closed out | 0 | 0 | β | 0.14% | β | -1,461 | -100.0% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | β | 0.06% | β | -1,088 | -100.0% | Q1 2026 | May 04, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | β | 0.0% | β | -918 | -100.0% | Q1 2026 | May 08, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | β | 0.08% | β | -912 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | β | 0.02% | β | -589 | -100.0% | Q1 2026 | May 15, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | β | 0.0% | β | -550 | -100.0% | Q1 2026 | May 07, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | β | 0.01% | β | -329 | -100.0% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | β | 0.0% | β | -278 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | β | 0.01% | β | -231 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | β | 0.0% | β | -222 | -100.0% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | β | 0.02% | β | -119 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | β | 0.0% | β | -115 | -100.0% | Q1 2026 | May 01, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | β | 0.0% | β | -103 | -100.0% | Q1 2026 | Apr 14, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Closed out | 0 | 0 | β | 0.01% | β | -103 | -100.0% | Q1 2026 | May 12, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | β | 0.01% | β | -87 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | β | 0.06% | β | -80 | -100.0% | Q1 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | β | 0.0% | β | -58 | -100.0% | Q1 2026 | May 11, 2026 |
| Alaska Permanent Capital Management, LLC | History | Closed out | 0 | 0 | β | 0.0% | β | -55 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | β | 0.0% | β | -27 | -100.0% | Q1 2026 | Apr 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | β | 0.0% | β | -27 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Tower View Wealth Management LLC | History | Closed out | 0 | 0 | β | 0.0% | β | -18 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | β | 0.0% | β | -16 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | β | 0.0% | β | -16 | -100.0% | Q1 2026 | Apr 23, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | β | 0.0% | β | -16 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MOTCO | History | No change | 6 | 0 | β | β | β | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 4 | 0 | β | β | β | 0 | 0.0% | Q1 2026 | May 08, 2026 |