iSHARES TRUST - IWR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 92,963,542 | 8,872,882 | 4.26% | 4.63% | 1 | +14,042,687 | 17.79% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 65,876,235 | 6,405,146 | 0.47% | 0.47% | 2 | -693,395 | -1.04% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 42,826,207 | 4,163,992 | 0.79% | 0.73% | 3 | +1,140,119 | 2.74% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,921,085 | 1,256,317 | 1.52% | 1.46% | 4 | -7,886 | -0.06% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,333,478 | 1,199,184 | 0.69% | 0.66% | 5 | -164,229 | -1.31% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 10,986,837 | 1,068,250 | 0.06% | 0.06% | 6 | +189,068 | 1.75% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 10,727,281 | 1,043,013 | 0.19% | 0.18% | 7 | -52,159 | -0.48% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 10,185,510 | 990,337 | 0.13% | 0.13% | 8 | -146,081 | -1.41% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,969,908 | 872,144 | 1.36% | 1.3% | 9 | +288,439 | 3.32% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,874,760 | 765,663 | 0.13% | 0.12% | 10 | -37,150 | -0.47% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 7,245,637 | 704,493 | 0.11% | 0.09% | 11 | +1,231,651 | 20.48% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,910,983 | 654,746 | 0.04% | 0.04% | 12 | +171,633 | 2.55% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,471,361 | 434,750 | 0.12% | 0.13% | 13 | -127,293 | -2.77% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,177,265 | 406,155 | 0.55% | 0.54% | 14 | -3,081 | -0.07% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 4,088,657 | 397,540 | 0.02% | 0.02% | 15 | +32,181 | 0.79% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 3,889,097 | 378,136 | 8.2% | 8.63% | 16 | +77,476 | 2.03% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 3,755,593 | 365,156 | 0.1% | 0.09% | 17 | +235,527 | 6.69% | Q1 2026 | May 06, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,149,904 | 306,233 | 0.41% | — | 18 | +3,149,904 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,149,600 | 303,211 | 0.51% | 0.51% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,016,398 | 293,453 | 0.07% | 0.06% | 20 | +192,109 | 6.8% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,915,275 | 283,452 | 0.39% | 0.27% | 21 | +953,277 | 48.59% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,907,847 | 282,729 | 2.29% | 2.22% | 22 | +90,405 | 3.21% | Q1 2026 | May 01, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,811,404 | 273,352 | 1.05% | — | 23 | +2,811,404 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,800,579 | 272,300 | 0.08% | 0.09% | 24 | -120,755 | -4.13% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,547,979 | 247,739 | 0.45% | 0.62% | 25 | +521,709 | 25.75% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,133,527 | 207,442 | 0.22% | 0.24% | 26 | -122,909 | -5.45% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,966,876 | 191,239 | 0.07% | 0.05% | 27 | +419,567 | 27.12% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,966,484 | 191,201 | 0.02% | 0.02% | 28 | +24,505 | 1.26% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 1,904,995 | 185,222 | 0.74% | 0.71% | 29 | -3,860 | -0.2% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 1,748,719 | 170,026 | 0.2% | 0.2% | 30 | -26,595 | -1.5% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,567,151 | 152,374 | 0.56% | 0.54% | 31 | -2,610 | -0.17% | Q1 2026 | Apr 24, 2026 |
| COMMERCE BANK | History | Reduced | 1,477,948 | 143,700 | 0.7% | 0.79% | 32 | -5,971 | -0.4% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | Added to | 1,350,641 | 131,322 | 2.06% | 1.94% | 33 | +44,178 | 3.38% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 1,253,521 | 121,880 | 0.93% | 0.91% | 34 | +4,363 | 0.35% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,215,916 | 118,223 | 6.26% | 6.23% | 35 | +30,419 | 2.57% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,197,713 | 116,453 | 0.07% | 0.07% | 36 | +18,109 | 1.54% | Q1 2026 | May 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,126,058 | 109,486 | 1.77% | 0.6% | 37 | +820,594 | 268.64% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,098,953 | 106,851 | 0.8% | 0.73% | 38 | +165,524 | 17.73% | Q1 2026 | May 15, 2026 |
| First Western Trust Bank | History | Reduced | 1,040,186 | 101,137 | 5.11% | 5.06% | 39 | -29,092 | -2.72% | Q1 2026 | May 12, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 979,450 | 95,231 | 4.71% | 4.53% | 40 | +16,825 | 1.75% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 964,881 | 93,815 | 1.31% | 1.24% | 41 | -981 | -0.1% | Q1 2026 | May 11, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 961,460 | 93,482 | 8.04% | 7.86% | 42 | +2,477 | 0.26% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 957,225 | 93,071 | 0.06% | 0.06% | 43 | +17,660 | 1.88% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 949,587 | 92,328 | 0.16% | 0.16% | 44 | +24,012 | 2.59% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 917,285 | 89,187 | 0.27% | 0.25% | 45 | +31,934 | 3.61% | Q1 2026 | May 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 916,371 | 89,098 | 2.45% | 2.35% | 46 | +48,213 | 5.55% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 916,341 | 89,096 | 0.22% | 0.23% | 47 | -130,227 | -12.44% | Q1 2026 | Apr 22, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 911,727 | 88,647 | 3.0% | 2.88% | 48 | -3,059 | -0.33% | Q1 2026 | Apr 06, 2026 |
| Cerity Partners LLC | History | Added to | 898,470 | 87,376 | 0.12% | 0.12% | 49 | +38,657 | 4.5% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 866,594 | 84,258 | 1.62% | 1.61% | 50 | -24,620 | -2.76% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 863,947 | 84,001 | 0.12% | 0.12% | 51 | -45,168 | -4.97% | Q1 2026 | Apr 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 857,371 | 83,362 | 5.38% | 5.11% | 52 | +3,898 | 0.46% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 768,730 | 74,743 | 0.68% | 0.93% | 53 | +3,719 | 0.49% | Q1 2026 | May 06, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 768,475 | 74,718 | 1.61% | 1.57% | 54 | +83,335 | 12.16% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 768,475 | 74,718 | 1.39% | 1.35% | 55 | +83,335 | 12.16% | Q1 2026 | May 06, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 758,700 | 73,768 | 0.83% | 0.74% | 56 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 745,064 | 72,462 | 0.11% | 0.1% | 57 | +56,521 | 8.21% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 725,457 | 70,541 | 0.21% | 0.16% | 58 | +117,048 | 19.24% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 707,769 | 68,816 | 1.11% | 1.17% | 59 | -11,153 | -1.55% | Q1 2026 | May 15, 2026 |
| International City Management Association Retirement Corp | History | No change | 702,067 | 68,261 | 34.97% | 34.32% | 60 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 689,676 | 67,057 | 1.34% | 1.21% | 61 | +5,415 | 0.79% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 665,830 | 64,738 | 0.02% | 0.02% | 62 | -993 | -0.15% | Q1 2026 | May 13, 2026 |
| Citizens Business Bank | History | Reduced | 650,511 | 63,249 | 10.36% | 10.41% | 63 | -4,127 | -0.63% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 554,428 | 54,522 | 0.11% | 0.12% | 64 | -304,187 | -35.43% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 554,250 | 53,889 | 0.27% | 0.28% | 65 | +25,377 | 4.8% | Q1 2026 | May 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 553,804 | 53,846 | 2.17% | 1.88% | 66 | +35,791 | 6.91% | Q1 2026 | May 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 553,628 | 53,829 | 1.67% | 1.52% | 67 | +36,104 | 6.98% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 555,003 | 53,430 | 0.21% | 0.21% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 519,587 | 50,519 | 0.13% | 0.12% | 69 | +42,889 | 9.0% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 509,881 | 49,619 | 0.06% | 0.06% | 70 | +7,923 | 1.58% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 507,219 | 49,316 | 0.05% | 0.05% | 71 | -15,174 | -2.9% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 488,467 | 46,796 | 0.07% | 0.07% | 72 | -218,082 | -30.87% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 462,633 | 44,981 | 0.25% | 0.28% | 73 | -13,322 | -2.8% | Q1 2026 | May 15, 2026 |
| River Wealth Advisors LLC | History | Added to | 450,160 | 43,769 | 5.03% | 4.64% | 74 | +19,971 | 4.64% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 441,120 | 42,890 | 0.59% | 0.67% | 75 | -46,670 | -9.57% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Reduced | 439,030 | 42,686 | 0.24% | 0.24% | 76 | -803 | -0.18% | Q1 2026 | May 15, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 420,379 | 40,873 | 22.39% | 22.66% | 77 | -22,583 | -5.1% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 419,131 | 40,752 | 0.51% | 0.51% | 78 | -6,021 | -1.42% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Reduced | 412,319 | 40,089 | 0.14% | 0.13% | 79 | -10,776 | -2.55% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 410,635 | 39,926 | 0.95% | 0.79% | 80 | +63,132 | 18.17% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 375,884 | 36,547 | 0.01% | 0.0% | 81 | +337,804 | 887.09% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 373,719 | 36,336 | 0.06% | 0.05% | 82 | +2,754 | 0.74% | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 369,247 | 35,901 | 3.77% | 3.49% | 83 | +38,250 | 11.56% | Q1 2026 | May 11, 2026 |
| Consolidated Investment Group LLC | History | Added to | 362,100 | 35,206 | 3.82% | 3.72% | 84 | +38,960 | 12.06% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 356,993 | 34,710 | 0.06% | 0.07% | 85 | -2,807 | -0.78% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 347,973 | 33,833 | 0.0% | 0.0% | 86 | -48,266 | -12.18% | Q1 2026 | May 13, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 345,099 | 33,554 | 4.33% | 4.27% | 87 | -7,489 | -2.12% | Q1 2026 | May 05, 2026 |
| Coastline Trust Co | History | Reduced | 339,497 | 33,009 | 3.27% | 3.13% | 88 | -5,741 | -1.66% | Q1 2026 | Apr 03, 2026 |
| AE Wealth Management LLC | History | Added to | 331,521 | 32,233 | 0.17% | 0.17% | 89 | +23,163 | 7.51% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 329,530 | 32,040 | 1.95% | 0.74% | 90 | -2,888,904 | -89.76% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 320,907 | 31,201 | 0.19% | 0.19% | 91 | -2,910 | -0.9% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Reduced | 320,317 | 31,144 | 0.67% | 0.63% | 92 | -50,664 | -13.66% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 318,067 | 30,925 | 0.16% | 0.18% | 93 | +52,793 | 19.9% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 317,294 | 30,850 | 1.35% | 0.05% | 94 | +307,867 | 3265.8% | Q1 2026 | May 11, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 316,754 | 30,797 | 0.2% | 0.18% | 95 | +17,285 | 5.77% | Q1 2026 | May 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 315,590 | 30,684 | 0.86% | 0.48% | 96 | +124,174 | 64.87% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 312,220 | 30,357 | 0.11% | 0.1% | 97 | +58,854 | 23.23% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 303,485 | 29,507 | 0.08% | 0.08% | 98 | -20,142 | -6.22% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 299,825 | 29,152 | 0.04% | 0.05% | 99 | -18,760 | -5.89% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 299,760 | 29,146 | 0.03% | 0.03% | 100 | -18,640 | -5.85% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 285,056 | 27,716 | 0.42% | 0.38% | 101 | +19,382 | 7.3% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 282,524 | 27,469 | 0.34% | 0.35% | 102 | -43 | -0.02% | Q1 2026 | May 08, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 281,775 | 27,396 | 7.43% | 9.8% | 103 | +44,323 | 18.67% | Q1 2026 | Apr 08, 2026 |
| INTRUST BANK NA | History | New | 272,742 | 26,518 | 2.16% | — | 104 | +272,742 | New | Q1 2026 | May 06, 2026 |
| DT Investment Partners, LLC | History | Added to | 268,887 | 26,143 | 2.18% | 1.97% | 105 | +22,203 | 9.0% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 260,044 | 25,284 | 1.34% | 1.31% | 106 | -6,910 | -2.59% | Q1 2026 | Apr 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 228,901 | 24,027 | 0.64% | 0.14% | 107 | +195,233 | 579.88% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 246,781 | 23,994 | 0.57% | 0.45% | 108 | +37,289 | 17.8% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 246,336 | 23,951 | 0.13% | 0.13% | 109 | -2,481 | -1.0% | Q1 2026 | May 05, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 242,622 | 23,590 | 1.4% | 1.44% | 110 | -15,963 | -6.17% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 241,260 | 23,457 | 0.1% | 0.1% | 111 | -6,696 | -2.7% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | Reduced | 237,554 | 23,097 | 1.86% | 1.92% | 112 | -6,771 | -2.77% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 235,136 | 22,828 | 0.04% | 0.04% | 113 | +7,211 | 3.16% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 230,568 | 22,418 | 0.24% | 0.24% | 114 | +10,063 | 4.56% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 221,855 | 21,570 | 0.77% | 0.76% | 115 | -3,514 | -1.56% | Q1 2026 | Apr 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 216,920 | 21,091 | 0.71% | 0.71% | 116 | +6,249 | 2.97% | Q1 2026 | Apr 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 201,571 | 20,965 | 0.27% | 0.26% | 117 | -2,387 | -1.17% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 211,289 | 20,864 | 0.43% | 0.42% | 118 | +8,589 | 4.24% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 214,381 | 20,844 | 0.24% | 0.24% | 119 | -5,516 | -2.51% | Q1 2026 | Apr 28, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 214,284 | 20,834 | 3.68% | 3.76% | 120 | -7,871 | -3.54% | Q1 2026 | Apr 17, 2026 |
| Legacy Advisors, LLC | History | Added to | 212,098 | 20,622 | 2.43% | 2.18% | 121 | +1,196 | 0.57% | Q1 2026 | May 05, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 210,148 | 20,432 | 0.28% | 0.26% | 122 | +1,252 | 0.6% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 205,951 | 20,024 | 0.01% | 0.02% | 123 | -222,556 | -51.94% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 203,641 | 19,800 | 0.01% | 0.02% | 124 | -255,612 | -55.66% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 200,994 | 19,542 | 0.15% | 0.16% | 125 | -2,095 | -1.03% | Q1 2026 | May 01, 2026 |
| Performa Ltd (US), LLC | History | Added to | 198,901 | 19,339 | 4.38% | — | 126 | +198,900 | 19890000.0% | Q1 2026 | May 06, 2026 |
| LJI Wealth Management, LLC | History | Added to | 194,469 | 18,908 | 3.02% | 2.66% | 127 | +13,203 | 7.28% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | Added to | 192,850 | 18,750 | 0.2% | 0.02% | 128 | +185,443 | 2503.62% | Q1 2026 | May 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 191,685 | 18,637 | 1.93% | 1.82% | 129 | +9,446 | 5.18% | Q1 2026 | Apr 13, 2026 |
| Miller Investment Management, LP | History | Reduced | 188,278 | 18,306 | 1.82% | 1.83% | 130 | -6,287 | -3.23% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Reduced | 184,368 | 18,013 | 0.09% | 0.11% | 131 | -24,832 | -11.87% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 182,218 | 17,994 | 0.2% | 0.2% | 132 | -1,331 | -0.73% | Q1 2026 | Apr 28, 2026 |
| PFW Advisors LLC | History | Reduced | 181,368 | 17,634 | 5.55% | 5.3% | 133 | -1,066 | -0.58% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Reduced | 177,262 | 17,235 | 0.05% | 0.06% | 134 | -60,190 | -25.35% | Q1 2026 | May 14, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 174,205 | 16,937 | 2.34% | 2.24% | 135 | +7,205 | 4.31% | Q1 2026 | Apr 21, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 172,130 | 16,736 | 1.19% | 1.21% | 136 | -1,480 | -0.85% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | Reduced | 171,785 | 16,702 | 0.26% | 0.4% | 137 | -98,491 | -36.44% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 170,441 | 16,571 | 0.52% | 0.59% | 138 | +1,901 | 1.13% | Q1 2026 | May 07, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 169,425 | 16,473 | 2.8% | 2.14% | 139 | +3,323 | 2.0% | Q1 2026 | Apr 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 170,845 | 16,447 | 0.01% | 0.01% | 140 | +1,125 | 0.66% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 168,118 | 16,346 | 0.37% | 0.39% | 141 | -22,302 | -11.71% | Q1 2026 | May 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 167,673 | 16,302 | 6.01% | 6.19% | 142 | -10,405 | -5.84% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 166,306 | 16,169 | 0.05% | 0.04% | 143 | +19,638 | 13.39% | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 165,377 | 16,079 | 0.03% | 0.02% | 144 | -13 | -0.01% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 164,985 | 16,041 | 0.34% | 0.35% | 145 | -9,283 | -5.33% | Q1 2026 | May 13, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 164,662 | 16,010 | 2.08% | 2.22% | 146 | -3,276 | -1.95% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 164,548 | 15,998 | 0.93% | 1.03% | 147 | -16,380 | -9.05% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 164,535 | 15,997 | 0.08% | 0.08% | 148 | -4,394 | -2.6% | Q1 2026 | Apr 24, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 162,321 | 15,782 | 0.25% | 0.23% | 149 | -1,014 | -0.62% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 162,114 | 15,762 | 0.53% | 0.47% | 150 | +20,356 | 14.36% | Q1 2026 | May 13, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 160,227 | 15,578 | 0.3% | 0.3% | 151 | -11,034 | -6.44% | Q1 2026 | Apr 10, 2026 |
| WOODSTOCK CORP | History | Reduced | 159,885 | 15,545 | 1.38% | 1.35% | 152 | -3,449 | -2.11% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 158,126 | 15,374 | 0.36% | 0.37% | 153 | -1,234 | -0.77% | Q1 2026 | May 11, 2026 |
| Fox Financial, Inc | History | Added to | 157,962 | 15,358 | 12.53% | 12.02% | 154 | +1,405 | 0.9% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 156,840 | 15,249 | 0.08% | 0.11% | 155 | -168,484 | -51.79% | Q1 2026 | Apr 29, 2026 |
| Bricktown Capital, LLC | History | No change | 152,264 | 14,804 | 2.91% | 2.47% | 156 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 151,806 | 14,760 | 1.18% | 0.87% | 157 | +35,530 | 30.56% | Q1 2026 | Apr 09, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 148,081 | 14,397 | 6.43% | 0.91% | 158 | +116,030 | 362.02% | Q1 2026 | Apr 09, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 147,446 | 14,336 | 3.94% | 3.46% | 159 | +11,128 | 8.16% | Q1 2026 | May 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 147,016 | 14,301 | 2.6% | 2.42% | 160 | +3,349 | 2.33% | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | Added to | 142,648 | 13,869 | 6.38% | 6.47% | 161 | +4,330 | 3.13% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 140,647 | 13,675 | 1.46% | 1.48% | 162 | -425 | -0.3% | Q1 2026 | May 06, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 136,611 | 13,282 | 1.26% | 1.28% | 163 | -1,036 | -0.75% | Q1 2026 | Apr 09, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 133,741 | 13,003 | 0.96% | 0.91% | 164 | -664 | -0.49% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 133,154 | 12,946 | 0.23% | 0.23% | 165 | -1,751 | -1.3% | Q1 2026 | Apr 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 132,847 | 12,917 | 0.02% | 0.02% | 166 | -7,159 | -5.11% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 132,226 | 12,856 | 0.22% | 0.21% | 167 | +751 | 0.57% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 130,840 | 12,721 | 0.15% | 0.13% | 168 | +21,565 | 19.73% | Q1 2026 | May 08, 2026 |
| BAILARD, INC. | History | Reduced | 129,272 | 12,569 | 0.29% | 0.28% | 169 | -188 | -0.15% | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Added to | 127,752 | 12,421 | 0.43% | 0.42% | 170 | +225 | 0.18% | Q1 2026 | May 15, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 127,738 | 12,419 | 7.08% | 6.53% | 171 | +6,754 | 5.58% | Q1 2026 | Apr 09, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 125,230 | 12,176 | 0.9% | 1.15% | 172 | -35,309 | -21.99% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 118,495 | 11,521 | 0.39% | 0.37% | 173 | +3,588 | 3.12% | Q1 2026 | May 07, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 114,343 | 11,117 | 0.93% | 1.15% | 174 | -39,405 | -25.63% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 113,017 | 10,988 | 1.08% | 0.96% | 175 | +9,772 | 9.46% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 111,885 | 10,878 | 0.08% | 0.08% | 176 | +2,433 | 2.22% | Q1 2026 | May 12, 2026 |
| STEPH & CO | History | Reduced | 111,846 | 10,874 | 3.1% | 3.65% | 177 | -19,734 | -15.0% | Q1 2026 | Apr 17, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 110,846 | 10,777 | 8.83% | 9.52% | 178 | +1,863 | 1.71% | Q1 2026 | May 05, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 108,033 | 10,504 | 1.62% | 1.5% | 179 | -4,042 | -3.61% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Added to | 108,019 | 10,502 | 0.57% | 0.43% | 180 | +4,924 | 4.78% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 106,888 | 10,392 | 0.15% | 0.02% | 181 | +97,641 | 1055.92% | Q1 2026 | May 12, 2026 |
| WEST BANCORPORATION INC | History | Added to | 106,076 | 10,313 | 5.15% | 4.53% | 182 | +16,222 | 18.05% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Reduced | 106,056 | 10,311 | 0.43% | 0.46% | 183 | -1,712 | -1.59% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 105,634 | 10,270 | 0.36% | 0.09% | 184 | +79,026 | 297.0% | Q1 2026 | May 06, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 104,564 | 10,166 | 1.4% | — | 185 | +104,564 | New | Q1 2026 | Apr 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 103,396 | 10,053 | 0.01% | 0.01% | 186 | +9,756 | 10.42% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Added to | 102,419 | 9,958 | 0.12% | 0.1% | 187 | +21,370 | 26.37% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 101,003 | 9,723 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 98,354 | 9,562 | 0.94% | 0.05% | 189 | +94,210 | 2273.41% | Q1 2026 | Apr 06, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 97,130 | 9,443 | 0.84% | 0.97% | 190 | -1,165 | -1.19% | Q1 2026 | Apr 23, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 95,760 | 9,310 | 4.07% | 3.25% | 191 | +16,930 | 21.48% | Q1 2026 | Apr 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 93,263 | 9,068 | 0.89% | 0.93% | 192 | -2,598 | -2.71% | Q1 2026 | Apr 27, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 91,725 | 8,918 | 2.68% | 2.62% | 193 | +580 | 0.64% | Q1 2026 | Apr 20, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 91,595 | 8,905 | 3.22% | 3.29% | 194 | +536 | 0.59% | Q1 2026 | Apr 27, 2026 |
| Trust Point Inc. | History | Reduced | 90,795 | 8,827 | 0.77% | 0.71% | 195 | -1,969 | -2.12% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 90,405 | 8,790 | 0.11% | 0.1% | 196 | +10,626 | 13.32% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 90,273 | 8,777 | 0.04% | 0.02% | 197 | +3,668 | 4.24% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 89,374 | 8,689 | 0.1% | 0.09% | 198 | +6,153 | 7.39% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | Added to | 89,296 | 8,682 | 1.1% | 1.05% | 199 | +1,619 | 1.85% | Q1 2026 | Apr 30, 2026 |
| Rossmore Private Capital | History | Reduced | 89,126 | 8,665 | 0.76% | 0.77% | 200 | -498 | -0.56% | Q1 2026 | May 01, 2026 |
| Haverford Trust Co | History | Reduced | 87,043 | 8,463 | 0.08% | 0.08% | 201 | -2,271 | -2.54% | Q1 2026 | May 11, 2026 |
| Plan Group Financial, LLC | History | Reduced | 86,893 | 8,448 | 1.98% | 2.28% | 202 | -4,334 | -4.75% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Added to | 86,838 | 8,443 | 0.11% | 0.1% | 203 | +15,976 | 22.55% | Q1 2026 | May 15, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 86,799 | 8,439 | 2.64% | 2.49% | 204 | +2,488 | 2.95% | Q1 2026 | May 19, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 86,160 | 8,377 | 3.62% | 4.16% | 205 | -13,568 | -13.61% | Q1 2026 | May 01, 2026 |
| Campion Asset Management | History | Reduced | 86,137 | 8,375 | 5.68% | 5.78% | 206 | -417 | -0.48% | Q1 2026 | May 14, 2026 |
| FULTON BANK, N.A. | History | Reduced | 84,492 | 8,215 | 0.29% | 0.28% | 207 | -370 | -0.44% | Q1 2026 | Apr 24, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 83,728 | 8,140 | 0.37% | 0.37% | 208 | -4,609 | -5.22% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 82,077 | 7,980 | 0.17% | 0.11% | 209 | +29,182 | 55.17% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Reduced | 81,869 | 7,960 | 0.04% | 0.04% | 210 | -134 | -0.16% | Q1 2026 | May 04, 2026 |
| Sincerus Advisory, LLC | History | Added to | 79,854 | 7,764 | 5.88% | 5.94% | 211 | +3,044 | 3.96% | Q1 2026 | Apr 06, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 79,331 | 7,713 | 0.28% | 0.2% | 212 | +23,722 | 42.66% | Q1 2026 | May 07, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 77,946 | 7,578 | 0.12% | 0.13% | 213 | -81 | -0.1% | Q1 2026 | May 04, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 77,633 | 7,548 | 0.83% | 0.85% | 214 | -1,089 | -1.38% | Q1 2026 | May 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 77,300 | 7,515 | 1.87% | 1.94% | 215 | +3,970 | 5.41% | Q1 2026 | Apr 29, 2026 |
| One Capital Management, LLC | History | Added to | 76,746 | 7,462 | 0.2% | 0.17% | 216 | +19,896 | 35.0% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 75,771 | 7,367 | 0.22% | 0.21% | 217 | -53 | -0.07% | Q1 2026 | Apr 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 75,282 | 7,319 | 0.1% | 0.1% | 218 | -3,273 | -4.17% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 74,705 | 7,263 | 0.01% | 0.01% | 219 | +35,664 | 91.35% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 74,499 | 7,243 | 0.08% | 0.08% | 220 | -167 | -0.22% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Reduced | 73,473 | 7,143 | 0.13% | 0.14% | 221 | -4,954 | -6.32% | Q1 2026 | Apr 16, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 72,182 | 7,018 | 3.08% | 3.14% | 222 | +386 | 0.54% | Q1 2026 | Apr 27, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 72,126 | 7,012 | 0.69% | 0.65% | 223 | +591 | 0.83% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 72,086 | 7,008 | 0.3% | 0.3% | 224 | -1,989 | -2.69% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 71,143 | 6,917 | 0.05% | 0.05% | 225 | -67 | -0.09% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 71,083 | 6,911 | 0.08% | 0.08% | 226 | -608 | -0.85% | Q1 2026 | May 06, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 71,051 | 6,908 | 1.09% | 1.3% | 227 | -2,181 | -2.98% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 70,293 | 6,834 | 0.09% | 0.09% | 228 | +5,314 | 8.18% | Q1 2026 | May 15, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 69,782 | 6,784 | 0.65% | 0.65% | 229 | -2,305 | -3.2% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 65,290 | 6,781 | 0.15% | 0.16% | 230 | +804 | 1.25% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 69,301 | 6,738 | 0.44% | 0.47% | 231 | -5,110 | -6.87% | Q1 2026 | Apr 15, 2026 |
| Chesapeake Wealth Management | History | Reduced | 69,242 | 6,732 | 2.07% | 2.01% | 232 | -972 | -1.38% | Q1 2026 | May 18, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 68,651 | 6,674 | 4.02% | 9.6% | 233 | -98,347 | -58.89% | Q1 2026 | May 07, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 68,550 | 6,665 | 0.25% | 0.24% | 234 | +201 | 0.29% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 68,092 | 6,621 | 0.05% | 0.08% | 235 | -28,620 | -29.59% | Q1 2026 | Apr 07, 2026 |
| Baron Financial Group, LLC | History | Added to | 68,036 | 6,615 | 3.57% | 3.36% | 236 | +3,027 | 4.66% | Q1 2026 | Apr 09, 2026 |
| CITY HOLDING CO | History | Reduced | 68,014 | 6,612 | 0.83% | 0.83% | 237 | -1,740 | -2.49% | Q1 2026 | Apr 15, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 67,910 | 6,602 | 3.52% | 3.53% | 238 | -244 | -0.36% | Q1 2026 | May 07, 2026 |
| Westshore Wealth, LLC | History | No change | 68,470 | 6,591 | 2.18% | 2.18% | 239 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 68,370 | 6,581 | 0.95% | 0.95% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 67,261 | 6,539 | 0.11% | 0.1% | 241 | -188 | -0.28% | Q1 2026 | May 13, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 67,057 | 6,519 | 3.84% | — | 242 | +67,057 | New | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 66,730 | 6,488 | 0.12% | 0.11% | 243 | +1,457 | 2.23% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 65,903 | 6,407 | 0.35% | 0.32% | 244 | +3,160 | 5.04% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Reduced | 63,975 | 6,220 | 0.17% | 0.17% | 245 | -871 | -1.34% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 63,511 | 6,175 | 0.2% | 0.2% | 246 | +811 | 1.29% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 63,482 | 6,172 | 0.32% | 0.28% | 247 | -2,222 | -3.38% | Q1 2026 | Apr 28, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 62,553 | 6,081 | 0.91% | 0.88% | 248 | -1,005 | -1.58% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 63,616 | 6,065 | 0.19% | 0.18% | 249 | +1,035 | 1.65% | Q1 2026 | May 11, 2026 |
| Orin Green Financial, LLC | History | Added to | 61,929 | 6,021 | 2.47% | 2.38% | 250 | +92 | 0.15% | Q1 2026 | Apr 29, 2026 |
| VANGUARD GROUP INC | History | No change | 61,973 | 5,966 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 61,260 | 5,956 | 1.1% | 1.2% | 252 | -213 | -0.35% | Q1 2026 | Apr 13, 2026 |
| IFC Advisors LLC | History | Reduced | 61,198 | 5,950 | 0.85% | 1.02% | 253 | -11,093 | -15.34% | Q1 2026 | May 04, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 61,011 | 5,932 | 0.5% | 0.49% | 254 | -2,300 | -3.63% | Q1 2026 | Apr 21, 2026 |
| FineMark National Bank & Trust | History | No change | 61,035 | 5,875 | 0.18% | 0.18% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | Added to | 60,002 | 5,833 | 1.19% | 1.24% | 256 | +358 | 0.6% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 59,694 | 5,804 | 0.67% | 0.71% | 257 | +155 | 0.26% | Q1 2026 | May 08, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 59,571 | 5,792 | 0.53% | 0.51% | 258 | +644 | 1.09% | Q1 2026 | Apr 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 59,518 | 5,786 | 0.66% | 0.67% | 259 | -522 | -0.87% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 59,494 | 5,784 | 0.32% | 0.34% | 260 | -2,243 | -3.63% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 55,403 | 5,760 | 0.37% | 0.39% | 261 | -4,415 | -7.38% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 59,704 | 5,747 | 0.1% | 0.1% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 58,751 | 5,712 | 0.62% | 1.01% | 263 | -35,451 | -37.63% | Q1 2026 | Apr 24, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 58,747 | 5,711 | 0.25% | 0.26% | 264 | -1,738 | -2.87% | Q1 2026 | May 05, 2026 |
| Vanguard National Trust Co | History | New | 58,676 | 5,705 | 0.36% | — | 265 | +58,676 | New | Q1 2026 | May 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 58,289 | 5,667 | 0.27% | 0.19% | 266 | +16,240 | 38.62% | Q1 2026 | May 04, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 57,743 | 5,614 | 2.36% | 2.38% | 267 | -1,442 | -2.44% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 57,227 | 5,564 | 0.03% | 0.04% | 268 | -8,215 | -12.55% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 56,802 | 5,522 | 0.38% | 0.37% | 269 | -832 | -1.44% | Q1 2026 | May 06, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 56,411 | 5,517 | 0.1% | 0.1% | 270 | +1,021 | 1.84% | Q1 2026 | May 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 56,598 | 5,503 | 0.3% | 0.29% | 271 | -25 | -0.04% | Q1 2026 | May 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 56,297 | 5,473 | 0.37% | 0.39% | 272 | -1,653 | -2.85% | Q1 2026 | Apr 29, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 55,848 | 5,430 | 2.55% | 2.44% | 273 | +661 | 1.2% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 55,758 | 5,367 | 0.18% | 0.18% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 54,989 | 5,332 | 1.15% | 1.05% | 275 | +6,547 | 13.52% | Q1 2026 | Apr 27, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 54,802 | 5,328 | 0.59% | 0.58% | 276 | -2,065 | -3.63% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 54,326 | 5,282 | 0.0% | 0.0% | 277 | +20,896 | 62.51% | Q1 2026 | May 15, 2026 |
| AMES NATIONAL CORP | History | Reduced | 54,312 | 5,280 | 3.17% | 3.1% | 278 | -750 | -1.36% | Q1 2026 | May 12, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 54,176 | 5,267 | 0.23% | 0.24% | 279 | -1,747 | -3.12% | Q1 2026 | Apr 09, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 52,979 | 5,151 | 0.03% | 0.03% | 280 | +2,608 | 5.18% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 52,649 | 5,119 | 0.03% | 0.02% | 281 | +14,847 | 39.28% | Q1 2026 | Apr 22, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 52,590 | 5,113 | 2.57% | 2.56% | 282 | +376 | 0.72% | Q1 2026 | Apr 16, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 51,949 | 5,051 | 0.45% | — | 283 | +51,949 | New | Q1 2026 | Apr 08, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 51,799 | 5,036 | 0.52% | 0.5% | 284 | +3,528 | 7.31% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 51,651 | 5,021 | 0.06% | 0.05% | 285 | +839 | 1.65% | Q1 2026 | May 05, 2026 |
| Canopy Partners, LLC | History | Reduced | 51,569 | 5,014 | 1.72% | 1.76% | 286 | -4,607 | -8.2% | Q1 2026 | May 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 51,421 | 4,999 | 0.45% | 0.49% | 287 | -4,629 | -8.26% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 51,188 | 4,977 | 0.06% | 0.06% | 288 | +6,049 | 13.4% | Q1 2026 | Apr 23, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 51,683 | 4,975 | 0.45% | 0.45% | 289 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FDx Advisors, Inc. | History | Reduced | 50,582 | 4,918 | 1.57% | 2.54% | 290 | -1,193 | -2.3% | Q1 2026 | May 01, 2026 |
| Centennial Bank/AR/ | History | Added to | 50,275 | 4,888 | 1.75% | 1.75% | 291 | +4,431 | 9.67% | Q1 2026 | May 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 50,162 | 4,877 | 0.37% | 0.44% | 292 | -8,525 | -14.53% | Q1 2026 | Apr 27, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 49,729 | 4,835 | 0.96% | 0.92% | 293 | +3,541 | 7.67% | Q1 2026 | Apr 29, 2026 |
| LPWM LLC | History | Added to | 49,482 | 4,811 | 1.21% | 1.19% | 294 | +335 | 0.68% | Q1 2026 | Apr 08, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 48,842 | 4,748 | 0.09% | 0.11% | 295 | -9,946 | -16.92% | Q1 2026 | May 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 48,589 | 4,724 | 1.5% | 1.5% | 296 | -1,170 | -2.35% | Q1 2026 | Apr 27, 2026 |
| BTC Capital Management, Inc. | History | Added to | 48,134 | 4,680 | 0.32% | 0.32% | 297 | +934 | 1.98% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 47,256 | 4,594 | 0.07% | 0.07% | 298 | -1,646 | -3.37% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 47,124 | 4,581 | 0.04% | 0.04% | 299 | -15,288 | -24.5% | Q1 2026 | May 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 46,414 | 4,512 | 0.43% | 0.44% | 300 | -89 | -0.19% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 46,374 | 4,508 | 0.06% | 0.06% | 301 | +2,398 | 5.45% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Reduced | 45,529 | 4,426 | 0.05% | 0.06% | 302 | -594 | -1.29% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 45,416 | 4,415 | 0.1% | 0.11% | 303 | +796 | 1.78% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 45,218 | 4,396 | 0.03% | 0.03% | 304 | +938 | 2.12% | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 45,196 | 4,394 | 0.03% | 0.04% | 305 | -11,124 | -19.75% | Q1 2026 | May 15, 2026 |
| DAVIDSON TRUST CO | History | No change | 44,442 | 4,321 | 1.86% | 1.78% | 306 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 43,857 | 4,264 | 0.09% | 0.09% | 307 | -1 | -0.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 43,260 | 4,206 | 0.13% | 0.13% | 308 | -250 | -0.57% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 43,187 | 4,199 | 0.02% | 0.02% | 309 | +19 | 0.04% | Q1 2026 | Apr 30, 2026 |
| Legacy Trust | History | Added to | 42,980 | 4,178 | 0.8% | 0.77% | 310 | +70 | 0.16% | Q1 2026 | Apr 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 42,895 | 4,170 | 0.47% | 0.42% | 311 | +2,685 | 6.68% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 42,849 | 4,166 | 0.03% | 0.02% | 312 | +26,164 | 156.81% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 42,785 | 4,159 | 0.11% | 0.11% | 313 | -31 | -0.07% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 42,073 | 4,090 | 0.0% | 0.0% | 314 | -8,645 | -17.05% | Q1 2026 | May 11, 2026 |
| HORAN Wealth, LLC | History | Added to | 42,236 | 4,067 | 0.39% | 0.31% | 315 | +21,118 | 100.0% | Q1 2026 | May 08, 2026 |
| Ballentine Partners, LLC | History | Reduced | 41,254 | 4,011 | 0.06% | 0.06% | 316 | -1,647 | -3.84% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 40,470 | 3,962 | 0.01% | 0.01% | 317 | +554 | 1.39% | Q1 2026 | May 05, 2026 |
| Elyxium Wealth, LLC | History | Added to | 40,673 | 3,954 | 1.27% | 0.94% | 318 | +5,444 | 15.45% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,622 | 3,949 | 0.0% | 0.0% | 319 | -6,567 | -13.92% | Q1 2026 | May 15, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 37,509 | 3,937 | 2.31% | 2.37% | 320 | -373 | -0.98% | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Added to | 39,600 | 3,850 | 0.62% | 0.61% | 321 | +102 | 0.26% | Q1 2026 | May 15, 2026 |
| St. Clair Advisors, LLC | History | Added to | 39,470 | 3,837 | 1.02% | 0.62% | 322 | +14,545 | 58.36% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 39,076 | 3,799 | 0.34% | 0.29% | 323 | +4,293 | 12.34% | Q1 2026 | Apr 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 38,956 | 3,787 | 1.53% | 1.42% | 324 | +1,565 | 4.19% | Q1 2026 | May 07, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 38,872 | 3,779 | 2.7% | 2.57% | 325 | +4,545 | 13.24% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 38,594 | 3,752 | 0.04% | 0.07% | 326 | -30,736 | -44.33% | Q1 2026 | May 08, 2026 |
| Brick & Kyle, Associates | History | No change | 38,855 | 3,741 | 1.33% | 1.33% | 327 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 38,027 | 3,697 | 0.01% | 0.01% | 328 | -1,206 | -3.07% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 37,936 | 3,688 | 0.04% | 0.04% | 329 | -1,542 | -3.91% | Q1 2026 | May 11, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 36,980 | 3,595 | 1.27% | 1.61% | 330 | -10,223 | -21.66% | Q1 2026 | Apr 22, 2026 |
| ASPIRIANT, LLC | History | Reduced | 36,928 | 3,590 | 0.1% | 0.11% | 331 | -2,397 | -6.1% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,656 | 3,589 | 0.03% | 0.03% | 332 | +7,677 | 26.49% | Q1 2026 | Apr 07, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Reduced | 36,919 | 3,589 | 0.5% | 0.51% | 333 | -61 | -0.16% | Q1 2026 | Apr 21, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 36,892 | 3,587 | 0.8% | 0.8% | 334 | +1,387 | 3.91% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Reduced | 36,609 | 3,559 | 0.12% | 0.12% | 335 | -170 | -0.46% | Q1 2026 | Apr 22, 2026 |
| FCA CORP /TX | History | Reduced | 35,930 | 3,493 | 0.99% | 0.99% | 336 | -654 | -1.79% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Reduced | 35,801 | 3,480 | 0.16% | 0.16% | 337 | -1,011 | -2.75% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 35,792 | 3,480 | 0.19% | 0.19% | 338 | -5 | -0.01% | Q1 2026 | Apr 23, 2026 |
| Erste Asset Management GmbH | History | Added to | 36,500 | 3,458 | 0.03% | 0.02% | 339 | +8,600 | 30.82% | Q1 2026 | May 11, 2026 |
| Elgethun Capital Management | History | No change | 35,515 | 3,453 | 0.57% | 0.59% | 340 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 35,443 | 3,447 | 0.06% | 0.06% | 341 | -790 | -2.18% | Q1 2026 | Apr 14, 2026 |
| NVWM, LLC | History | Reduced | 35,431 | 3,444 | 0.77% | 0.85% | 342 | -4,925 | -12.2% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 35,411 | 3,443 | 0.03% | 0.03% | 343 | +249 | 0.71% | Q1 2026 | Apr 13, 2026 |
| Champlain Investment Partners, LLC | History | New | 35,300 | 3,432 | 0.04% | — | 344 | +35,300 | New | Q1 2026 | May 13, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 35,293 | 3,431 | 0.11% | 0.09% | 345 | +6,218 | 21.39% | Q1 2026 | May 08, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 35,152 | 3,417 | 0.41% | 0.35% | 346 | +4,153 | 13.4% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 34,908 | 3,394 | 0.25% | 0.26% | 347 | -1,301 | -3.59% | Q1 2026 | Apr 14, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 34,819 | 3,385 | 1.59% | 1.45% | 348 | -196 | -0.56% | Q1 2026 | May 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 34,733 | 3,377 | 0.18% | 0.17% | 349 | -15 | -0.04% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,600 | 3,364 | 0.0% | 0.0% | 350 | -2,700 | -7.24% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 34,196 | 3,324 | 0.24% | 0.27% | 351 | -8,572 | -20.04% | Q1 2026 | Apr 16, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 34,196 | 3,324 | 0.13% | 0.11% | 352 | +3,319 | 10.75% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 34,142 | 3,319 | 0.24% | 0.22% | 353 | +4,383 | 14.73% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 34,084 | 3,314 | 0.05% | 0.05% | 354 | -592 | -1.71% | Q1 2026 | Apr 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 33,944 | 3,300 | 0.12% | 0.13% | 355 | -1,289 | -3.66% | Q1 2026 | May 14, 2026 |
| Pathway Financial Advisors LLC | History | No change | 33,355 | 3,280 | 0.41% | 0.42% | 356 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,653 | 3,272 | 0.05% | 0.05% | 357 | +8,096 | 31.68% | Q1 2026 | May 18, 2026 |
| Sigma Planning Corp | History | Added to | 33,304 | 3,238 | 0.09% | 0.09% | 358 | +1,281 | 4.0% | Q1 2026 | May 04, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 33,146 | 3,222 | 0.7% | 0.67% | 359 | -302 | -0.9% | Q1 2026 | Apr 13, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Added to | 32,802 | 3,189 | 2.56% | 2.43% | 360 | +998 | 3.14% | Q1 2026 | May 07, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 32,295 | 3,140 | 1.14% | 1.15% | 361 | -3,302 | -9.28% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Added to | 32,210 | 3,131 | 0.15% | 0.15% | 362 | +1,378 | 4.47% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 32,141 | 3,125 | 0.07% | 0.08% | 363 | -193 | -0.6% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 32,036 | 3,114 | 0.02% | 0.01% | 364 | +12,844 | 66.92% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 31,822 | 3,094 | 0.03% | 0.03% | 365 | -2,050 | -6.05% | Q1 2026 | Apr 27, 2026 |
| GRANVILLE CAPITAL, INC. | History | Reduced | 31,620 | 3,074 | 1.61% | 1.79% | 366 | -3,440 | -9.81% | Q1 2026 | May 11, 2026 |
| Finley Financial, LLC | History | No change | 31,495 | 3,062 | 1.43% | 1.39% | 367 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 31,155 | 3,029 | 0.24% | 0.25% | 368 | -157 | -0.5% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Reduced | 31,039 | 3,017 | 0.11% | 0.11% | 369 | -700 | -2.21% | Q1 2026 | Apr 20, 2026 |
| Allen Investment Management, LLC | History | No change | 31,000 | 3,014 | 0.04% | 0.03% | 370 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 30,916 | 3,005 | 0.65% | 0.64% | 371 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Motiv8 Investments LLC | History | No change | 30,982 | 2,983 | 1.63% | 1.63% | 372 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Narus Financial Partners, LLC | History | Added to | 30,580 | 2,973 | 0.78% | 0.77% | 373 | +1,571 | 5.42% | Q1 2026 | Apr 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 30,560 | 2,971 | 0.06% | 0.07% | 374 | -3,821 | -11.11% | Q1 2026 | May 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 30,379 | 2,953 | 0.8% | 0.43% | 375 | +14,393 | 90.04% | Q1 2026 | May 05, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 30,327 | 2,948 | 0.35% | 0.3% | 376 | +2,824 | 10.27% | Q1 2026 | May 11, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 30,160 | 2,932 | 0.05% | 0.04% | 377 | -329 | -1.08% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 30,000 | 2,916 | 0.55% | 0.48% | 378 | +603 | 2.05% | Q1 2026 | May 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 28,359 | 2,905 | 0.05% | — | 379 | +28,359 | New | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Added to | 29,809 | 2,898 | 0.14% | 0.13% | 380 | +1,969 | 7.07% | Q1 2026 | Apr 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 29,732 | 2,890 | 0.03% | 0.03% | 381 | +2,426 | 8.88% | Q1 2026 | May 01, 2026 |
| HUB Investment Partners, LLC | History | Added to | 29,722 | 2,889 | 0.07% | 0.07% | 382 | +45 | 0.15% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 29,852 | 2,873 | 0.19% | 0.19% | 383 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Continuum Advisory, LLC | History | Added to | 29,369 | 2,855 | 0.27% | 0.27% | 384 | +1,004 | 3.54% | Q1 2026 | Apr 22, 2026 |
| KKM Financial LLC | History | No change | 29,651 | 2,854 | 0.51% | 0.51% | 385 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 29,204 | 2,840 | 0.04% | 0.04% | 386 | -684 | -2.29% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 29,169 | 2,836 | 0.05% | 0.05% | 387 | -146 | -0.5% | Q1 2026 | Apr 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 28,959 | 2,815 | 0.16% | 0.16% | 388 | -1,494 | -4.91% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 28,749 | 2,795 | 0.0% | 0.0% | 389 | -1,225 | -4.09% | Q1 2026 | Apr 30, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 28,675 | 2,788 | 0.91% | 0.89% | 390 | -290 | -1.0% | Q1 2026 | Apr 21, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 28,500 | 2,771 | 0.38% | 0.37% | 391 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 28,750 | 2,767 | 0.21% | 0.21% | 392 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 28,407 | 2,762 | 0.08% | 0.09% | 393 | -2,915 | -9.31% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 28,337 | 2,755 | 0.01% | 0.0% | 394 | +5,311 | 23.07% | Q1 2026 | May 05, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 28,151 | 2,737 | 1.64% | 1.45% | 395 | -1,768 | -5.91% | Q1 2026 | Apr 15, 2026 |
| May Barnhard Investments LLC | History | No change | 28,043 | 2,726 | 1.32% | 1.28% | 396 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Grove Bank & Trust | History | Reduced | 27,910 | 2,713 | 0.31% | 0.32% | 397 | -1,309 | -4.48% | Q1 2026 | Apr 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 27,695 | 2,692 | 0.18% | 0.17% | 398 | +30 | 0.11% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Added to | 27,589 | 2,682 | 0.13% | 0.07% | 399 | +13,232 | 92.16% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 27,254 | 2,649 | 0.05% | 0.04% | 400 | +3,741 | 15.91% | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | Added to | 27,196 | 2,644 | 0.07% | 0.05% | 401 | +8,330 | 44.15% | Q1 2026 | May 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 27,178 | 2,642 | 0.29% | 0.29% | 402 | -286 | -1.04% | Q1 2026 | May 12, 2026 |
| JSF Financial, LLC | History | Reduced | 27,021 | 2,627 | 0.52% | 0.56% | 403 | -1,092 | -3.88% | Q1 2026 | May 07, 2026 |
| HT Partners LLC | History | No change | 26,956 | 2,620 | 0.79% | 0.77% | 404 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vigilare Wealth Management | History | Added to | 26,829 | 2,608 | 0.88% | 0.21% | 405 | +20,186 | 303.87% | Q1 2026 | Apr 01, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 26,574 | 2,583 | 0.0% | 0.0% | 406 | +6,574 | 32.87% | Q1 2026 | May 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 26,485 | 2,575 | 0.19% | 0.19% | 407 | -199 | -0.75% | Q1 2026 | Apr 20, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 26,479 | 2,574 | 1.38% | 1.33% | 408 | +108 | 0.41% | Q1 2026 | May 15, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 26,434 | 2,570 | 1.53% | 1.6% | 409 | -1,465 | -5.25% | Q1 2026 | Apr 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 26,391 | 2,565 | 0.13% | 0.14% | 410 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 26,380 | 2,564 | 0.14% | 0.14% | 411 | +220 | 0.84% | Q1 2026 | Apr 20, 2026 |
| Meridian Financial Partners LLC | History | Added to | 25,642 | 2,528 | 0.96% | 0.94% | 412 | +2,160 | 9.2% | Q1 2026 | Apr 15, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 25,951 | 2,523 | 1.04% | 1.0% | 413 | -896 | -3.34% | Q1 2026 | Apr 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 25,653 | 2,469 | 0.18% | 0.18% | 414 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 25,296 | 2,459 | 0.33% | 0.43% | 415 | -2,690 | -9.61% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 25,200 | 2,450 | 0.0% | 0.01% | 416 | -9,600 | -27.59% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 25,141 | 2,444 | 0.07% | 0.09% | 417 | -118 | -0.47% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 24,926 | 2,435 | 0.01% | 0.01% | 418 | +538 | 2.21% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Added to | 25,018 | 2,432 | 0.08% | 0.11% | 419 | +1,382 | 5.85% | Q1 2026 | Apr 29, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 24,886 | 2,419 | 0.13% | 0.14% | 420 | +20,971 | 535.66% | Q1 2026 | May 11, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 24,615 | 2,393 | 0.74% | 0.72% | 421 | -650 | -2.57% | Q1 2026 | Apr 28, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 24,507 | 2,382 | 0.43% | 0.27% | 422 | -3,734 | -13.22% | Q1 2026 | Apr 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 24,468 | 2,379 | 0.12% | 0.11% | 423 | +1,920 | 8.52% | Q1 2026 | Apr 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 24,369 | 2,369 | 0.01% | 0.07% | 424 | -115,784 | -82.61% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 24,365 | 2,369 | 0.12% | 0.11% | 425 | +3,118 | 14.68% | Q1 2026 | Apr 23, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 24,246 | 2,357 | 0.23% | 0.19% | 426 | +2,465 | 11.32% | Q1 2026 | May 06, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 24,169 | 2,349 | 0.11% | 0.11% | 427 | -596 | -2.41% | Q1 2026 | Apr 09, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 24,039 | 2,340 | 0.09% | 0.12% | 428 | +16,221 | 207.48% | Q1 2026 | May 14, 2026 |
| DAGCO, INC. | History | Reduced | 24,033 | 2,336 | 0.51% | 0.56% | 429 | -929 | -3.72% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 23,862 | 2,320 | 0.01% | 0.01% | 430 | +2,079 | 9.54% | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 23,684 | 2,302 | 0.39% | 0.41% | 431 | -1,328 | -5.31% | Q1 2026 | May 04, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 23,531 | 2,287 | 0.01% | 0.05% | 432 | -88,055 | -78.91% | Q1 2026 | May 15, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 23,478 | 2,282 | 0.26% | 0.24% | 433 | -200 | -0.84% | Q1 2026 | May 08, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 23,403 | 2,275 | 0.34% | 0.36% | 434 | -1,672 | -6.67% | Q1 2026 | Apr 23, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 23,399 | 2,275 | 0.28% | 0.27% | 435 | -330 | -1.39% | Q1 2026 | Apr 23, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 23,349 | 2,270 | 0.78% | 0.67% | 436 | +3,633 | 18.43% | Q1 2026 | Apr 29, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 23,308 | 2,266 | 0.53% | 0.51% | 437 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 23,250 | 2,260 | 0.44% | 0.47% | 438 | -966 | -3.99% | Q1 2026 | Apr 20, 2026 |
| Paller Financial Services Inc | History | Added to | 23,015 | 2,237 | 1.85% | 0.41% | 439 | +17,753 | 337.38% | Q1 2026 | Apr 28, 2026 |
| SVB WEALTH LLC | History | Reduced | 23,005 | 2,236 | 0.15% | 0.14% | 440 | -919 | -3.84% | Q1 2026 | Apr 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 23,002 | 2,236 | 0.14% | 0.14% | 441 | +48 | 0.21% | Q1 2026 | Apr 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 22,958 | 2,232 | 0.07% | 0.07% | 442 | -173 | -0.75% | Q1 2026 | May 14, 2026 |
| LCNB CORP | History | Added to | 22,873 | 2,223 | 0.75% | 0.73% | 443 | +182 | 0.8% | Q1 2026 | May 11, 2026 |
| 1ST SOURCE BANK | History | Added to | 22,717 | 2,208 | 0.11% | 0.11% | 444 | +1,273 | 5.94% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 22,645 | 2,201 | 0.04% | 0.04% | 445 | -569 | -2.45% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 22,564 | 2,193 | 0.0% | 0.0% | 446 | -2,436 | -9.74% | Q1 2026 | May 08, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 22,440 | 2,181 | 1.13% | 1.13% | 448 | +1,234 | 5.82% | Q1 2026 | Apr 21, 2026 |
| WELCH & FORBES LLC | History | Reduced | 22,435 | 2,181 | 0.03% | 0.03% | 447 | -120 | -0.53% | Q1 2026 | May 01, 2026 |
| Ellenbecker Investment Group | History | Reduced | 22,401 | 2,178 | 0.29% | 0.31% | 449 | -278 | -1.23% | Q1 2026 | Apr 23, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 22,333 | 2,171 | 1.46% | 1.36% | 450 | +3,597 | 19.2% | Q1 2026 | Apr 16, 2026 |
| Venturi Wealth Management, LLC | History | No change | 22,280 | 2,166 | 0.1% | 0.1% | 451 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 22,260 | 2,164 | 0.02% | 0.02% | 452 | -3,825 | -14.66% | Q1 2026 | Apr 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 22,194 | 2,157 | 0.6% | 0.59% | 453 | +92 | 0.42% | Q1 2026 | May 08, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 21,240 | 2,150 | 1.45% | 1.39% | 454 | +470 | 2.26% | Q1 2026 | Apr 10, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 22,086 | 2,147 | 0.17% | 0.16% | 455 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 22,050 | 2,144 | 0.15% | 0.14% | 456 | -100 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Busey Bank | History | Reduced | 21,982 | 2,137 | 0.06% | 0.06% | 457 | -2,354 | -9.67% | Q1 2026 | Apr 28, 2026 |
| Nvest Financial, LLC | History | Added to | 21,936 | 2,132 | 0.79% | 0.85% | 458 | +741 | 3.5% | Q1 2026 | Apr 28, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 21,828 | 2,122 | 0.32% | 0.34% | 459 | -1,366 | -5.89% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 21,809 | 2,120 | 0.03% | 0.02% | 460 | -416 | -1.87% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,629 | 2,103 | 0.03% | 0.01% | 461 | +14,968 | 224.71% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 21,558 | 2,096 | 0.09% | 0.08% | 462 | -165 | -0.76% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Added to | 21,555 | 2,095 | 0.04% | 0.04% | 463 | +1,554 | 7.77% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 21,302 | 2,071 | 0.05% | 0.02% | 464 | +14,521 | 214.14% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | No change | 21,068 | 2,048 | 0.29% | 0.28% | 465 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Evensky & Katz LLC | History | Reduced | 20,791 | 2,021 | 0.11% | 0.13% | 466 | -4,006 | -16.16% | Q1 2026 | Apr 22, 2026 |
| Americana Partners, LLC | History | No change | 20,760 | 2,018 | 0.05% | 0.05% | 467 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 20,621 | 2,005 | 0.12% | 0.1% | 468 | -326 | -1.56% | Q1 2026 | Apr 28, 2026 |
| Columbus Macro, LLC | History | Added to | 20,528 | 1,995 | 0.21% | 0.21% | 469 | +647 | 3.25% | Q1 2026 | Apr 21, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 20,481 | 1,991 | 0.3% | 0.34% | 470 | -2,000 | -8.9% | Q1 2026 | Apr 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 20,419 | 1,985 | 0.04% | 0.04% | 471 | -331 | -1.6% | Q1 2026 | May 01, 2026 |
| Climber Capital SA | History | No change | 21,152 | 1,944 | 1.27% | 1.25% | 472 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 19,952 | 1,940 | 0.25% | 0.25% | 474 | -138 | -0.69% | Q1 2026 | Apr 16, 2026 |
| Farmers National Bank | History | No change | 20,160 | 1,940 | 0.43% | 0.43% | 473 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| EASTERN BANK | History | Reduced | 19,790 | 1,924 | 0.03% | 0.04% | 475 | -2,500 | -11.22% | Q1 2026 | Apr 07, 2026 |
| BG Investment Services, LLC | History | Reduced | 19,776 | 1,922 | 1.6% | 1.85% | 476 | -1,781 | -8.26% | Q1 2026 | May 08, 2026 |
| Boston Trust Walden Corp | History | Added to | 19,735 | 1,918 | 0.02% | 0.01% | 477 | +10 | 0.05% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 19,672 | 1,912 | 0.05% | 0.05% | 478 | -46 | -0.23% | Q1 2026 | Apr 29, 2026 |
| Simmons Bank | History | Reduced | 19,498 | 1,895 | 0.13% | 0.13% | 479 | -71 | -0.36% | Q1 2026 | Apr 23, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 19,489 | 1,894 | 0.89% | 0.86% | 480 | +160 | 0.83% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Reduced | 19,391 | 1,885 | 0.07% | 0.07% | 481 | -142 | -0.73% | Q1 2026 | May 06, 2026 |
| MBL Wealth, LLC | History | Reduced | 19,344 | 1,880 | 0.14% | 0.15% | 482 | -575 | -2.89% | Q1 2026 | Apr 28, 2026 |
| PEOPLES BANK /OH | History | Added to | 19,143 | 1,861 | 1.14% | 1.13% | 483 | +170 | 0.9% | Q1 2026 | Apr 24, 2026 |
| Denver PWM, LLC | History | Reduced | 17,670 | 1,858 | 0.64% | 0.81% | 484 | -8,780 | -33.19% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Added to | 19,088 | 1,855 | 0.08% | 0.08% | 485 | +243 | 1.29% | Q1 2026 | Apr 30, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 19,065 | 1,853 | 0.1% | 0.09% | 486 | -626 | -3.18% | Q1 2026 | Apr 29, 2026 |
| Fairway Wealth LLC | History | Added to | 18,957 | 1,843 | 0.49% | 0.49% | 487 | +46 | 0.24% | Q1 2026 | Apr 23, 2026 |
| CERTUITY, LLC | History | Added to | 18,859 | 1,833 | 0.12% | 0.09% | 489 | +4,576 | 32.04% | Q1 2026 | May 11, 2026 |
| Legacy Bridge, LLC | History | Added to | 18,854 | 1,833 | 0.7% | 0.73% | 488 | +130 | 0.69% | Q1 2026 | May 14, 2026 |
| Montecito Bank & Trust | History | Reduced | 18,840 | 1,831 | 0.3% | 0.3% | 490 | -437 | -2.27% | Q1 2026 | Apr 16, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 18,803 | 1,828 | 0.03% | 0.02% | 491 | +5,287 | 39.12% | Q1 2026 | May 05, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 18,805 | 1,828 | 0.05% | 0.05% | 492 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CONNING INC. | History | No change | 18,612 | 1,809 | 0.06% | 0.06% | 493 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 18,594 | 1,807 | 0.01% | 0.01% | 494 | -1,260 | -6.35% | Q1 2026 | May 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 18,426 | 1,791 | 0.86% | 0.87% | 495 | +660 | 3.71% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,390 | 1,788 | 0.08% | 0.08% | 497 | +1,532 | 9.09% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 18,394 | 1,788 | 0.05% | 0.05% | 496 | -147 | -0.79% | Q1 2026 | Apr 13, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 18,296 | 1,778 | 1.02% | 1.11% | 498 | -2,082 | -10.22% | Q1 2026 | May 01, 2026 |
| Atala Financial Inc | History | Added to | 18,126 | 1,771 | 1.19% | 1.11% | 499 | +86 | 0.48% | Q1 2026 | Apr 10, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 16,791 | 1,766 | 0.04% | 0.04% | 500 | +28 | 0.17% | Q1 2026 | May 11, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 18,145 | 1,764 | 0.08% | 0.06% | 501 | +3,885 | 27.24% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,103 | 1,760 | 0.04% | 0.05% | 503 | -1,574 | -8.0% | Q1 2026 | Apr 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 18,108 | 1,760 | 0.11% | 0.08% | 502 | -238 | -1.3% | Q1 2026 | May 08, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 18,059 | 1,755 | 0.05% | 0.05% | 504 | +2,061 | 12.88% | Q1 2026 | Apr 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 17,886 | 1,739 | 0.03% | 0.04% | 505 | -2,384 | -11.76% | Q1 2026 | May 07, 2026 |
| Financial Partners Group, Inc | History | Reduced | 17,859 | 1,736 | 0.21% | 0.21% | 506 | -358 | -1.97% | Q1 2026 | Apr 10, 2026 |
| Fiera Capital Corp | History | Reduced | 17,843 | 1,734 | 0.01% | 0.01% | 507 | -22,448 | -55.71% | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 17,818 | 1,732 | 0.08% | 0.09% | 508 | +416 | 2.39% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 17,775 | 1,728 | 0.06% | 0.06% | 509 | -710 | -3.84% | Q1 2026 | Apr 28, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 17,747 | 1,725 | 0.12% | 0.12% | 510 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | Added to | 17,725 | 1,723 | 0.33% | 0.31% | 511 | +21 | 0.12% | Q1 2026 | Apr 03, 2026 |
| Newport Capital Group, LLC | History | Reduced | 17,698 | 1,721 | 1.05% | 1.05% | 512 | -72 | -0.41% | Q1 2026 | May 11, 2026 |
| Well Done, LLC | History | Added to | 17,697 | 1,720 | 0.25% | 0.23% | 513 | +1,361 | 8.33% | Q1 2026 | Apr 14, 2026 |
| Roundview Capital LLC | History | No change | 17,674 | 1,718 | 0.11% | 0.1% | 514 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | Added to | 17,630 | 1,714 | 0.12% | 0.12% | 515 | +48 | 0.27% | Q1 2026 | May 05, 2026 |
| Sage Capital Advisors,llc | History | Added to | 17,624 | 1,713 | 0.4% | 0.4% | 516 | +11 | 0.06% | Q1 2026 | Apr 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 18,075 | 1,712 | 0.11% | 0.08% | 517 | -412 | -2.23% | Q1 2026 | Apr 24, 2026 |
| Crumly & Associates Inc. | History | Added to | 17,564 | 1,707 | 0.36% | 0.35% | 518 | +161 | 0.93% | Q1 2026 | Apr 02, 2026 |
| DAVIS R M INC | History | Reduced | 17,409 | 1,692 | 0.03% | 0.03% | 519 | -445 | -2.49% | Q1 2026 | May 13, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 17,401 | 1,691 | 0.48% | 0.46% | 520 | -56 | -0.32% | Q1 2026 | May 11, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 17,259 | 1,678 | 0.25% | 0.29% | 521 | -2,519 | -12.74% | Q1 2026 | Apr 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 17,246 | 1,676 | 0.02% | 0.03% | 522 | -6,285 | -26.71% | Q1 2026 | Apr 21, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 17,146 | 1,667 | 0.32% | 0.32% | 523 | -236 | -1.36% | Q1 2026 | Apr 09, 2026 |
| Strategic Advisors LLC | History | Added to | 17,134 | 1,665 | 0.28% | 0.25% | 524 | +218 | 1.29% | Q1 2026 | May 14, 2026 |
| Sepio Capital, LP | History | Reduced | 17,118 | 1,664 | 0.09% | 0.13% | 525 | -6,954 | -28.89% | Q1 2026 | May 13, 2026 |
| MONEYWISE, INC. | History | Added to | 17,007 | 1,653 | 0.72% | 0.43% | 526 | +6,378 | 60.01% | Q1 2026 | Apr 27, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 15,912 | 1,650 | 0.34% | 0.34% | 527 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 17,130 | 1,649 | 0.18% | 0.18% | 528 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 16,870 | 1,640 | 0.43% | 0.38% | 529 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 16,864 | 1,639 | 0.57% | 0.58% | 530 | -20 | -0.12% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Added to | 16,795 | 1,633 | 0.04% | 0.03% | 531 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,695 | 1,623 | 0.03% | 0.03% | 532 | +658 | 4.1% | Q1 2026 | May 11, 2026 |
| St. Louis Trust Co | History | No change | 16,660 | 1,619 | 0.19% | 0.18% | 533 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 16,637 | 1,617 | 0.0% | 0.0% | 534 | +1,766 | 11.88% | Q1 2026 | May 06, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 16,623 | 1,616 | 0.11% | 0.1% | 536 | -106 | -0.63% | Q1 2026 | May 13, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 16,625 | 1,616 | 0.05% | 0.05% | 535 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | Added to | 16,596 | 1,613 | 0.12% | 0.12% | 537 | +9,122 | 122.05% | Q1 2026 | Apr 28, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 16,576 | 1,611 | 0.16% | — | 538 | +16,576 | New | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 16,436 | 1,598 | 0.15% | 0.14% | 539 | +1,209 | 7.94% | Q1 2026 | Apr 17, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 16,433 | 1,597 | 0.62% | 0.69% | 540 | -31 | -0.19% | Q1 2026 | Apr 22, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 16,405 | 1,595 | 0.28% | 0.33% | 541 | -1,898 | -10.37% | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 16,342 | 1,588 | 0.15% | 0.14% | 542 | -48 | -0.29% | Q1 2026 | May 01, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 16,264 | 1,581 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 223,419 | 1,579 | 0.01% | 0.14% | 544 | +14,595 | 6.99% | Q1 2026 | May 15, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 16,214 | 1,576 | 0.19% | 0.19% | 545 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fulcrum Capital LLC | History | Reduced | 16,200 | 1,575 | 0.34% | 0.33% | 546 | -663 | -3.93% | Q1 2026 | Apr 30, 2026 |
| Choate Investment Advisors | History | Reduced | 16,170 | 1,572 | 0.03% | 0.03% | 547 | -2,072 | -11.36% | Q1 2026 | May 13, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 15,952 | 1,561 | 0.35% | 0.33% | 548 | +51 | 0.32% | Q1 2026 | Apr 14, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 16,047 | 1,560 | 0.22% | 0.21% | 549 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Added to | 16,022 | 1,557 | 0.02% | 0.01% | 550 | +4,400 | 37.86% | Q1 2026 | Apr 20, 2026 |
| IFG Advisors, LLC | History | Reduced | 15,933 | 1,549 | 0.25% | 0.26% | 551 | -359 | -2.2% | Q1 2026 | Apr 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 15,672 | 1,523 | 0.08% | 0.08% | 552 | -500 | -3.09% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 15,578 | 1,514 | 0.04% | 0.05% | 553 | +367 | 2.41% | Q1 2026 | Apr 09, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 14,425 | 1,512 | 0.54% | 0.49% | 554 | +1,927 | 15.42% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Reduced | 15,550 | 1,511 | 0.07% | 0.08% | 555 | -2,634 | -14.49% | Q1 2026 | Apr 27, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 15,489 | 1,505 | 0.12% | 0.11% | 556 | -438 | -2.75% | Q1 2026 | May 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 15,280 | 1,485 | 0.06% | 0.05% | 557 | +41 | 0.27% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 15,238 | 1,481 | 0.18% | 0.18% | 558 | +15 | 0.1% | Q1 2026 | May 05, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 15,163 | 1,474 | 0.06% | 0.05% | 559 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | New | 15,136 | 1,471 | 1.6% | — | 560 | +15,136 | New | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 15,074 | 1,465 | 0.05% | 0.05% | 561 | +63 | 0.42% | Q1 2026 | May 11, 2026 |
| Luminvest Wealth Management LLC | History | No change | 15,056 | 1,463 | 0.38% | 0.4% | 562 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 15,035 | 1,461 | 0.05% | 0.05% | 563 | -1,665 | -9.97% | Q1 2026 | Apr 21, 2026 |
| Bison Wealth, LLC | History | No change | 13,943 | 1,460 | 0.14% | 0.15% | 564 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 14,942 | 1,453 | 0.12% | 0.12% | 565 | -100 | -0.66% | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, LLC | History | Added to | 14,838 | 1,442 | 0.38% | 0.38% | 566 | +896 | 6.43% | Q1 2026 | May 11, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 14,818 | 1,440 | 1.29% | 1.06% | 567 | +2,452 | 19.83% | Q1 2026 | Apr 29, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Reduced | 14,769 | 1,436 | 0.57% | 0.57% | 568 | -383 | -2.53% | Q1 2026 | Apr 28, 2026 |
| Sage Mountain Advisors LLC | History | No change | 14,756 | 1,434 | 0.1% | 0.08% | 569 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlas Brown,Inc. | History | Reduced | 14,680 | 1,427 | 0.43% | 0.42% | 570 | -30 | -0.2% | Q1 2026 | Apr 17, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 14,670 | 1,426 | 0.21% | 0.2% | 571 | +440 | 3.09% | Q1 2026 | Apr 17, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 14,604 | 1,419 | 0.27% | 0.27% | 572 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 14,562 | 1,416 | 0.34% | 0.38% | 573 | -190 | -1.29% | Q1 2026 | Apr 20, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 14,547 | 1,414 | 0.27% | 0.22% | 574 | +2,435 | 20.1% | Q1 2026 | May 15, 2026 |
| Argentarii, LLC | History | No change | 14,507 | 1,410 | 0.49% | 0.45% | 575 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vivaldi Capital Management LP | History | No change | 14,464 | 1,406 | 0.19% | 0.19% | 576 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 14,469 | 1,406 | 0.06% | 0.06% | 577 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 14,458 | 1,405 | 0.08% | 0.08% | 578 | -178 | -1.22% | Q1 2026 | Apr 30, 2026 |
| Hirtle & Co., LLC | History | Added to | 14,431 | 1,403 | 0.05% | 0.02% | 579 | +9,288 | 180.59% | Q1 2026 | May 13, 2026 |
| MBA Advisors LLC | History | Reduced | 14,412 | 1,401 | 0.54% | 0.57% | 580 | -236 | -1.61% | Q1 2026 | Apr 20, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 14,334 | 1,393 | 0.09% | 0.05% | 581 | +6,124 | 74.59% | Q1 2026 | Apr 16, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 14,334 | 1,393 | 0.15% | 0.17% | 582 | -1,806 | -11.19% | Q1 2026 | Apr 23, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 14,268 | 1,387 | 0.03% | 0.03% | 583 | -325 | -2.23% | Q1 2026 | Apr 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 14,131 | 1,373 | 0.06% | 0.06% | 584 | +500 | 3.67% | Q1 2026 | Apr 29, 2026 |
| Calamos Advisors LLC | History | New | 14,105 | 1,371 | 0.0% | — | 587 | +14,105 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 14,105 | 1,371 | 0.05% | 0.05% | 586 | -870 | -5.81% | Q1 2026 | May 04, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 14,105 | 1,371 | 0.33% | 0.3% | 585 | +450 | 3.3% | Q1 2026 | May 13, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 14,013 | 1,362 | 0.33% | 0.34% | 588 | -180 | -1.27% | Q1 2026 | Apr 08, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 14,001 | 1,361 | 0.23% | 0.22% | 589 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First Financial Bank - Trust Division | History | No change | 13,973 | 1,358 | 0.11% | 0.11% | 590 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 13,913 | 1,353 | 0.1% | 0.09% | 591 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Reduced | 13,828 | 1,344 | 0.81% | 0.82% | 592 | -25 | -0.18% | Q1 2026 | Apr 27, 2026 |
| RMR Wealth Builders | History | Reduced | 13,782 | 1,340 | 0.11% | 0.11% | 593 | -411 | -2.9% | Q1 2026 | Apr 22, 2026 |
| Klingman & Associates, LLC | History | Reduced | 13,775 | 1,339 | 0.06% | 0.06% | 594 | -22 | -0.16% | Q1 2026 | May 14, 2026 |
| Heartland Bank & Trust Co | History | New | 13,700 | 1,332 | 0.3% | — | 595 | +13,700 | New | Q1 2026 | May 06, 2026 |
| Ehrenkranz Partners L.P. | History | Reduced | 13,500 | 1,312 | 1.04% | 1.52% | 596 | -435 | -3.12% | Q1 2026 | May 15, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 13,410 | 1,303 | 0.69% | 0.76% | 597 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 13,244 | 1,287 | 0.08% | 0.08% | 598 | -240 | -1.78% | Q1 2026 | Apr 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,217 | 1,285 | 0.03% | 0.04% | 599 | -3,364 | -20.29% | Q1 2026 | May 14, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 13,199 | 1,283 | 0.54% | 0.51% | 600 | +1,922 | 17.04% | Q1 2026 | Apr 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 13,169 | 1,280 | 0.04% | 0.03% | 601 | +2,251 | 20.62% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 13,156 | 1,279 | 0.01% | 0.08% | 602 | -97,237 | -88.08% | Q1 2026 | May 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 13,161 | 1,279 | 0.07% | 0.15% | 603 | -15,791 | -54.54% | Q1 2026 | May 06, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 13,098 | 1,273 | 0.1% | 0.11% | 604 | +12 | 0.09% | Q1 2026 | Apr 13, 2026 |
| Live Oak Private Wealth LLC | History | No change | 13,084 | 1,272 | 0.18% | 0.17% | 605 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MidFirst Bank | History | Added to | 13,031 | 1,267 | 0.1% | 0.1% | 606 | +159 | 1.24% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | No change | 12,961 | 1,260 | 0.15% | 0.15% | 607 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 12,958 | 1,259 | 0.72% | 0.74% | 608 | +34 | 0.26% | Q1 2026 | Apr 16, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 12,753 | 1,239 | 0.02% | 0.02% | 609 | +1,350 | 11.84% | Q1 2026 | May 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 12,718 | 1,236 | 0.07% | 0.07% | 610 | -58 | -0.45% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,701 | 1,234 | 0.01% | 0.02% | 611 | -423 | -3.22% | Q1 2026 | May 13, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 12,614 | 1,226 | 0.41% | 0.38% | 612 | +1,665 | 15.21% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 12,604 | 1,225 | 0.03% | 0.02% | 613 | +1,275 | 11.25% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 12,516 | 1,216 | 0.02% | 0.02% | 614 | -38 | -0.3% | Q1 2026 | Apr 22, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 12,448 | 1,210 | 0.02% | 0.01% | 615 | +3,788 | 43.74% | Q1 2026 | Apr 08, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 11,454 | 1,188 | 0.38% | 0.39% | 616 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 12,198 | 1,186 | 0.02% | 0.02% | 617 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 12,168 | 1,183 | 0.77% | 0.62% | 619 | +1,906 | 18.57% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,173 | 1,183 | 0.03% | 0.03% | 618 | +478 | 4.09% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 12,144 | 1,180 | 0.03% | 0.03% | 620 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Radnor Capital Management, LLC | History | No change | 12,010 | 1,167 | 0.17% | 0.17% | 621 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 11,970 | 1,163 | 0.04% | 0.04% | 623 | -456 | -3.67% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 11,962 | 1,163 | 0.01% | 0.01% | 622 | +16 | 0.13% | Q1 2026 | May 01, 2026 |
| Jupiter Wealth Management LLC | History | No change | 11,000 | 1,152 | 0.46% | 0.49% | 624 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Roan Capital Partners | History | New | 11,829 | 1,150 | 1.06% | — | 625 | +11,829 | New | Q1 2026 | Apr 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | New | 11,808 | 1,148 | 0.34% | — | 626 | +11,808 | New | Q1 2026 | Apr 20, 2026 |
| Nordwand Advisors, LLC | History | Added to | 11,795 | 1,146 | 0.2% | 0.19% | 627 | +325 | 2.83% | Q1 2026 | May 07, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 11,793 | 1,146 | 0.34% | 0.35% | 628 | -249 | -2.07% | Q1 2026 | Apr 22, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 11,766 | 1,144 | 0.7% | 0.65% | 629 | +56 | 0.48% | Q1 2026 | Apr 08, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 11,747 | 1,142 | 0.02% | 0.02% | 630 | -4,338 | -26.97% | Q1 2026 | May 22, 2026 |
| Heritage Trust Co | History | No change | 11,732 | 1,140 | 0.11% | 0.11% | 631 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 11,712 | 1,138 | 0.08% | 0.09% | 632 | -900 | -7.14% | Q1 2026 | May 07, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Reduced | 11,630 | 1,130 | 0.05% | 0.11% | 633 | -14,170 | -54.92% | Q1 2026 | May 12, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 11,599 | 1,127 | 0.37% | 0.37% | 634 | +140 | 1.22% | Q1 2026 | May 08, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 11,522 | 1,120 | 0.82% | 0.79% | 635 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CENTRAL TRUST Co | History | Reduced | 11,482 | 1,116 | 0.02% | 0.02% | 636 | -180 | -1.54% | Q1 2026 | Apr 17, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 11,427 | 1,111 | 0.59% | 0.47% | 637 | +485 | 4.43% | Q1 2026 | May 15, 2026 |
| Cypress Capital Group | History | No change | 11,407 | 1,109 | 0.12% | 0.12% | 638 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 11,358 | 1,104 | 0.03% | 0.04% | 639 | +1,708 | 17.7% | Q1 2026 | Apr 27, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 11,315 | 1,100 | 0.06% | 0.05% | 640 | +2,180 | 23.86% | Q1 2026 | Apr 17, 2026 |
| Phillip James Consulting Co. | History | New | 5,146 | 1,099 | 0.83% | — | 641 | +5,146 | New | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 11,228 | 1,091 | 0.01% | 0.01% | 642 | +36 | 0.32% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,181 | 1,087 | 0.03% | 0.03% | 643 | +118 | 1.07% | Q1 2026 | May 11, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 11,472 | 1,086 | 0.36% | 0.37% | 644 | -70 | -0.61% | Q1 2026 | Apr 27, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 11,159 | 1,084 | 0.41% | 0.27% | 646 | +5,473 | 96.25% | Q1 2026 | May 15, 2026 |
| Rare Wolf Capital LLC | History | Added to | 11,150 | 1,084 | 0.7% | 0.67% | 645 | +2 | 0.02% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 11,035 | 1,072 | 0.0% | — | 647 | +11,035 | New | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,009 | 1,070 | 0.06% | 0.07% | 648 | -796 | -6.74% | Q1 2026 | May 12, 2026 |
| Kendall Capital Management | History | No change | 11,000 | 1,069 | 0.22% | 0.22% | 649 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 10,932 | 1,062 | 0.08% | 0.06% | 650 | +3,047 | 38.64% | Q1 2026 | May 15, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 10,872 | 1,057 | 0.12% | 0.12% | 651 | -277 | -2.48% | Q1 2026 | Apr 10, 2026 |
| Columbia Asset Management | History | No change | 10,872 | 1,057 | 0.2% | 0.19% | 652 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Reduced | 10,866 | 1,056 | 0.04% | 0.05% | 653 | -350 | -3.12% | Q1 2026 | May 19, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 10,838 | 1,053 | 0.02% | 0.02% | 654 | +169 | 1.58% | Q1 2026 | Apr 09, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 10,830 | 1,053 | 0.2% | 0.19% | 655 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 10,760 | 1,046 | 0.56% | 0.58% | 656 | +160 | 1.51% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 10,750 | 1,045 | 0.01% | 0.01% | 657 | +1,100 | 11.4% | Q1 2026 | May 15, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 10,706 | 1,040 | 0.05% | 0.04% | 658 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Retirement Planning Group, LLC | History | Added to | 10,676 | 1,038 | 0.03% | 0.03% | 659 | +2,298 | 27.43% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | Added to | 10,670 | 1,037 | 0.07% | 0.07% | 660 | +170 | 1.62% | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | Added to | 10,564 | 1,027 | 0.24% | 0.24% | 661 | +5 | 0.05% | Q1 2026 | May 12, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 10,549 | 1,025 | 1.01% | 0.96% | 662 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mill Capital Management, LLC | History | No change | 10,524 | 1,023 | 0.08% | 0.07% | 663 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,515 | 1,022 | 0.02% | 0.02% | 664 | -647 | -5.8% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 10,441 | 1,015 | 0.17% | 0.17% | 665 | -56 | -0.53% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 10,430 | 1,014 | 0.06% | 0.07% | 666 | -1,232 | -10.56% | Q1 2026 | May 15, 2026 |
| Center for Wealth Management Advisory | History | No change | 10,427 | 1,013 | 0.73% | 0.74% | 667 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 10,398 | 1,011 | 0.01% | 0.01% | 669 | -596 | -5.42% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 10,407 | 1,011 | 0.06% | 0.06% | 668 | +487 | 4.91% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 9,684 | 1,008 | 0.01% | 0.01% | 670 | +4,029 | 71.25% | Q1 2026 | Apr 20, 2026 |
| RKL Wealth Management LLC | History | Reduced | 10,328 | 1,004 | 0.09% | 0.08% | 672 | -36 | -0.35% | Q1 2026 | Apr 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 10,332 | 1,004 | 0.08% | 0.07% | 671 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Neuberger Berman Group LLC | History | Added to | 10,320 | 1,003 | 0.0% | 0.0% | 673 | +47 | 0.46% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 10,309 | 1,002 | 0.08% | 0.08% | 674 | +80 | 0.78% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 10,248 | 996 | 0.04% | 0.04% | 675 | -539 | -5.0% | Q1 2026 | May 08, 2026 |
| Mason & Associates, LLC | History | Reduced | 10,235 | 995 | 0.23% | 0.22% | 676 | -37 | -0.36% | Q1 2026 | Apr 21, 2026 |
| Narwhal Capital Management | History | No change | 10,231 | 994 | 0.07% | 0.07% | 677 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 10,196 | 991 | 0.02% | 0.02% | 678 | +1,708 | 20.12% | Q1 2026 | May 11, 2026 |
| Cedrus Wealth Group LLC | History | New | 10,178 | 989 | 1.1% | — | 679 | +10,178 | New | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | No change | 10,112 | 983 | 0.32% | 0.35% | 680 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 10,058 | 977 | 0.04% | 0.04% | 681 | -544 | -5.13% | Q1 2026 | Apr 10, 2026 |
| Breakwater Capital Group | History | Reduced | 9,950 | 967 | 0.13% | 0.13% | 682 | -42 | -0.42% | Q1 2026 | Apr 20, 2026 |
| Indivisible Partners | History | Added to | 9,942 | 966 | 0.09% | 0.08% | 684 | +2,311 | 30.28% | Q1 2026 | Apr 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 9,938 | 966 | 0.04% | 0.04% | 683 | +609 | 6.53% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 9,925 | 965 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 9,927 | 965 | 0.16% | 0.16% | 686 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 9,886 | 961 | 0.1% | 0.09% | 687 | -51 | -0.51% | Q1 2026 | May 05, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 9,818 | 954 | 0.07% | 0.09% | 688 | -2,378 | -19.5% | Q1 2026 | May 07, 2026 |
| American Wealth Advisors, LLC | History | Added to | 9,800 | 952 | 0.99% | 0.91% | 689 | +186 | 1.93% | Q1 2026 | Apr 29, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 9,780 | 950 | 0.43% | 0.44% | 690 | +211 | 2.21% | Q1 2026 | Apr 20, 2026 |
| Madison Asset Management, LLC | History | Reduced | 9,754 | 948 | 0.01% | 0.03% | 691 | -15,848 | -61.9% | Q1 2026 | May 07, 2026 |
| SB Capital Management Inc | History | No change | 9,854 | 948 | 0.35% | 0.35% | 692 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Wedmont Private Capital | History | Added to | 9,275 | 939 | 0.03% | 0.03% | 694 | +10 | 0.11% | Q1 2026 | Apr 09, 2026 |
| North Star Investment Management Corp. | History | No change | 9,660 | 939 | 0.06% | 0.06% | 693 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Selective Wealth Management, Inc. | History | No change | 9,158 | 938 | 0.28% | 0.29% | 695 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 9,551 | 928 | 0.06% | 0.06% | 696 | -143 | -1.48% | Q1 2026 | May 15, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 9,550 | 928 | 0.47% | 0.46% | 697 | +9 | 0.09% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 9,538 | 927 | 0.06% | 0.1% | 698 | -6,260 | -39.63% | Q1 2026 | Apr 21, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 9,501 | 923 | 0.05% | 0.05% | 700 | -126 | -1.31% | Q1 2026 | May 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 9,496 | 923 | 0.06% | 0.06% | 699 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 9,473 | 921 | 0.15% | 0.15% | 701 | -461 | -4.64% | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 9,396 | 913 | 0.21% | 0.21% | 703 | +7 | 0.07% | Q1 2026 | Apr 27, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 9,400 | 913 | 0.06% | 0.05% | 702 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PARTHENON LLC | History | No change | 9,323 | 906 | 0.1% | 0.1% | 704 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 9,269 | 901 | 0.76% | 0.75% | 705 | +90 | 0.98% | Q1 2026 | Apr 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 9,265 | 900 | 0.07% | 0.06% | 706 | +682 | 7.95% | Q1 2026 | May 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 9,247 | 899 | 0.01% | 0.01% | 707 | +3 | 0.03% | Q1 2026 | May 11, 2026 |
| E&G Advisors, LP | History | Added to | 9,153 | 889 | 0.2% | 0.11% | 708 | +4,153 | 83.06% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,136 | 888 | 0.03% | 0.03% | 709 | -11 | -0.12% | Q1 2026 | May 13, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 9,116 | 886 | 0.33% | 0.31% | 710 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Goldstein Advisors, LLC | History | No change | 9,112 | 885 | 0.1% | 0.1% | 711 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 8,990 | 874 | 0.02% | 0.02% | 712 | +77 | 0.86% | Q1 2026 | May 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 8,987 | 873 | 0.05% | 0.11% | 713 | -10,522 | -53.93% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 8,964 | 871 | 0.01% | 0.01% | 714 | -1,084 | -10.79% | Q1 2026 | Apr 17, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 8,949 | 870 | 0.03% | 0.03% | 715 | -300 | -3.24% | Q1 2026 | May 14, 2026 |
| LGL PARTNERS, LLC | History | Added to | 8,954 | 870 | 0.36% | 0.37% | 716 | +24 | 0.27% | Q1 2026 | May 14, 2026 |
| Baron Wealth Management LLC | History | Reduced | 8,942 | 869 | 0.26% | 0.27% | 718 | -110 | -1.22% | Q1 2026 | Apr 16, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 8,943 | 869 | 0.09% | 0.09% | 717 | -78 | -0.86% | Q1 2026 | May 04, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 8,922 | 867 | 0.36% | 0.35% | 719 | +10 | 0.11% | Q1 2026 | May 06, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 8,914 | 866 | 0.03% | 0.02% | 720 | +2,175 | 32.27% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,906 | 865 | 0.06% | 0.07% | 721 | -620 | -6.51% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,804 | 862 | 0.01% | 0.02% | 722 | -269 | -2.96% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Advisors | History | Reduced | 8,801 | 855 | 0.03% | 0.08% | 723 | -13,424 | -60.4% | Q1 2026 | May 13, 2026 |
| Midwest Financial Group LLC | History | Added to | 8,765 | 852 | 0.36% | 0.32% | 725 | +1,188 | 15.68% | Q1 2026 | Apr 22, 2026 |
| LEE DANNER & BASS INC | History | No change | 8,766 | 852 | 0.05% | 0.06% | 724 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 8,700 | 845 | 0.21% | 0.21% | 726 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 8,617 | 837 | 0.08% | 0.08% | 727 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 8,576 | 833 | 0.02% | 0.03% | 728 | -5,058 | -37.1% | Q1 2026 | May 15, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 8,533 | 829 | 0.28% | 0.27% | 729 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 8,516 | 828 | 0.08% | 0.08% | 730 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Certified Advisory Corp | History | Reduced | 8,496 | 826 | 0.07% | 0.08% | 731 | -139 | -1.61% | Q1 2026 | Apr 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 8,404 | 817 | 0.03% | — | 732 | +8,404 | New | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | No change | 8,397 | 816 | 0.11% | 0.11% | 733 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,388 | 815 | 0.04% | 0.12% | 734 | -16,299 | -66.02% | Q1 2026 | May 15, 2026 |
| Baldwin Investment Management, LLC | History | No change | 8,363 | 813 | 0.1% | 0.09% | 735 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 8,356 | 812 | 0.13% | 0.12% | 736 | +583 | 7.5% | Q1 2026 | Apr 07, 2026 |
| S&CO INC | History | No change | 8,344 | 811 | 0.05% | 0.05% | 737 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ironwood Financial, llc | History | No change | 8,338 | 810 | 0.14% | 0.14% | 738 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,322 | 809 | 0.01% | 0.01% | 739 | -421 | -4.82% | Q1 2026 | May 11, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 8,306 | 807 | 0.06% | 0.06% | 740 | -500 | -5.68% | Q1 2026 | Apr 28, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 8,304 | 807 | 0.43% | 0.46% | 741 | -303 | -3.52% | Q1 2026 | May 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 8,297 | 806 | 0.05% | 0.05% | 742 | -655 | -7.32% | Q1 2026 | Apr 27, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 8,296 | 806 | 0.56% | 0.54% | 743 | -447 | -5.11% | Q1 2026 | May 07, 2026 |
| Tranquility Partners, LLC | History | Added to | 8,266 | 803 | 0.3% | 0.25% | 744 | +1,033 | 14.28% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,859 | 803 | 0.05% | 0.05% | 745 | +167 | 2.17% | Q1 2026 | Apr 20, 2026 |
| BIP Wealth, LLC | History | Reduced | 8,257 | 802 | 0.03% | 0.03% | 746 | -41 | -0.49% | Q1 2026 | Apr 27, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 8,166 | 793 | 0.05% | 0.05% | 747 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 8,141 | 791 | 0.0% | 0.0% | 748 | -790 | -8.85% | Q1 2026 | May 14, 2026 |
| Innovative Wealth Building LLC | History | Added to | 8,099 | 787 | 0.55% | 0.53% | 749 | +484 | 6.36% | Q1 2026 | May 01, 2026 |
| New England Professional Planning Group Inc. | History | Reduced | 8,052 | 782 | 0.33% | 0.33% | 750 | -49 | -0.6% | Q1 2026 | May 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 7,910 | 781 | 0.14% | 0.13% | 752 | -37 | -0.47% | Q1 2026 | May 15, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 8,036 | 781 | 0.04% | 0.04% | 751 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 8,022 | 779 | 0.29% | 0.29% | 753 | +2 | 0.02% | Q1 2026 | Apr 23, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 8,008 | 778 | 0.27% | 0.29% | 755 | -293 | -3.53% | Q1 2026 | May 11, 2026 |
| Essex Bank | History | Reduced | 8,007 | 778 | 0.17% | 0.17% | 754 | -140 | -1.72% | Q1 2026 | Apr 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 7,987 | 776 | 0.17% | 0.18% | 756 | -6 | -0.08% | Q1 2026 | Apr 08, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,963 | 774 | 0.04% | 0.04% | 757 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Next Level Private LLC | History | Added to | 7,955 | 773 | 0.17% | 0.2% | 758 | +210 | 2.71% | Q1 2026 | Apr 23, 2026 |
| Smith Salley Wealth Management | History | Reduced | 7,950 | 772 | 0.04% | 0.04% | 759 | -111 | -1.38% | Q1 2026 | Apr 16, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 7,941 | 772 | 0.04% | 0.04% | 760 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Added to | 7,929 | 771 | 0.02% | 0.01% | 761 | +4,325 | 120.01% | Q1 2026 | May 14, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 7,932 | 771 | 0.56% | 0.55% | 762 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 7,912 | 769 | 0.13% | 0.13% | 763 | -404 | -4.86% | Q1 2026 | Apr 22, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 7,908 | 768 | 0.02% | 0.02% | 764 | +21 | 0.27% | Q1 2026 | Apr 21, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 7,855 | 763 | 0.07% | 0.07% | 765 | -24 | -0.3% | Q1 2026 | May 11, 2026 |
| GWN SECURITIES INC. | History | Reduced | 7,837 | 762 | 0.15% | 0.16% | 766 | -280 | -3.45% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 7,840 | 762 | 0.02% | 0.02% | 767 | -108 | -1.36% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,824 | 760 | 0.04% | 0.04% | 768 | +3,995 | 104.34% | Q1 2026 | Apr 22, 2026 |
| Flagstone Financial Management | History | No change | 7,823 | 760 | 0.19% | 0.19% | 769 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealthquest Corp | History | No change | 7,893 | 759 | 0.06% | 0.06% | 770 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 7,780 | 756 | 0.16% | 0.15% | 771 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McMillan Office, Inc. | History | No change | 7,736 | 752 | 0.1% | 0.09% | 772 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CVFG LLC | History | Added to | 7,714 | 750 | 0.09% | 0.41% | 773 | +1,485 | 23.84% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,659 | 749 | 0.05% | 0.06% | 774 | -1,483 | -16.22% | Q1 2026 | May 01, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 7,713 | 749 | 0.23% | 0.22% | 775 | +6 | 0.08% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 7,675 | 746 | 0.02% | 0.02% | 776 | -434 | -5.35% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 7,633 | 742 | 0.04% | 0.04% | 777 | +849 | 12.51% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 7,617 | 740 | 0.02% | 0.02% | 778 | +18 | 0.24% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 7,608 | 739 | 0.01% | 0.01% | 779 | +798 | 11.72% | Q1 2026 | Apr 16, 2026 |
| JNBA Financial Advisors | History | Reduced | 7,594 | 738 | 0.06% | 0.06% | 780 | -8 | -0.11% | Q1 2026 | Apr 22, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 7,589 | 737 | 0.05% | 0.04% | 781 | +1,153 | 17.91% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 7,549 | 733 | 0.02% | 0.02% | 782 | -4 | -0.05% | Q1 2026 | May 15, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 7,529 | 732 | 0.29% | 0.27% | 783 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Caldwell Trust Co | History | No change | 7,531 | 732 | 0.07% | 0.06% | 784 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bensler, LLC | History | Reduced | 7,496 | 728 | 0.08% | 0.08% | 785 | -299 | -3.84% | Q1 2026 | May 01, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 7,481 | 727 | 0.09% | 0.09% | 786 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,460 | 725 | 0.03% | 0.03% | 788 | +381 | 5.38% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 7,463 | 725 | 0.12% | 0.17% | 787 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Vise Technologies, Inc. | History | No change | 7,476 | 719 | 0.01% | 0.01% | 789 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 7,386 | 718 | 0.36% | 0.34% | 790 | +690 | 10.3% | Q1 2026 | Apr 20, 2026 |
| Montis Financial, LLC | History | Reduced | 7,394 | 718 | 0.15% | 0.15% | 791 | -535 | -6.75% | Q1 2026 | May 11, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Reduced | 7,390 | 718 | 0.22% | 0.22% | 792 | -7 | -0.09% | Q1 2026 | Apr 08, 2026 |
| VIAWEALTH, LLC | History | No change | 7,352 | 714 | 0.4% | 0.4% | 793 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 7,332 | 712 | 0.04% | 0.05% | 794 | -2,881 | -28.21% | Q1 2026 | May 01, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 7,298 | 709 | 0.2% | 0.2% | 795 | -17 | -0.23% | Q1 2026 | May 14, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 7,283 | 708 | 0.1% | 0.13% | 796 | -1,981 | -21.38% | Q1 2026 | Apr 27, 2026 |
| ICW Investment Advisors LLC | History | No change | 7,275 | 707 | 0.26% | 0.25% | 797 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FourThought Financial Partners, LLC | History | No change | 7,259 | 705 | 0.06% | 0.06% | 798 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 7,239 | 703 | 0.45% | 0.46% | 799 | -1,013 | -12.28% | Q1 2026 | May 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 7,203 | 700 | 0.09% | 0.09% | 800 | +77 | 1.08% | Q1 2026 | May 08, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 7,209 | 700 | 0.43% | 0.41% | 801 | +19 | 0.26% | Q1 2026 | Apr 23, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 7,167 | 697 | 0.01% | 0.01% | 802 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Investment Counsel, LLC | History | New | 7,160 | 696 | 0.2% | — | 803 | +7,160 | New | Q1 2026 | Apr 16, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 7,146 | 695 | 0.09% | 0.09% | 804 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 6,635 | 694 | 0.21% | 0.22% | 805 | -121 | -1.79% | Q1 2026 | May 12, 2026 |
| Stratos Investment Management, LLC | History | Added to | 7,106 | 690 | 0.03% | 0.03% | 806 | +5 | 0.07% | Q1 2026 | Apr 28, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 7,134 | 686 | 0.87% | — | 807 | +7,134 | New | Q1 2026 | May 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 7,051 | 685 | 0.04% | 0.04% | 808 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 7,020 | 682 | 0.14% | 0.13% | 809 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ballew Advisors, Inc | History | Added to | 6,739 | 681 | 0.38% | 0.38% | 810 | +53 | 0.79% | Q1 2026 | Apr 10, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 6,951 | 675 | 0.02% | 0.02% | 811 | +2 | 0.03% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 6,942 | 674 | 0.08% | — | 814 | +6,942 | New | Q1 2026 | May 18, 2026 |
| BLB&B Advisors, LLC | History | Added to | 6,938 | 674 | 0.03% | 0.03% | 812 | +130 | 1.91% | Q1 2026 | Apr 28, 2026 |
| Anson Capital, Inc. | History | No change | 6,933 | 674 | 0.46% | 0.49% | 813 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 6,915 | 672 | 0.35% | 0.34% | 815 | +337 | 5.12% | Q1 2026 | Apr 24, 2026 |
| Smithfield Trust Co | History | No change | 6,940 | 671 | 0.03% | 0.03% | 816 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 6,891 | 670 | 0.01% | 0.04% | 817 | -27,624 | -80.03% | Q1 2026 | May 05, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 6,896 | 670 | 0.2% | 0.24% | 818 | -855 | -11.03% | Q1 2026 | Apr 30, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 6,893 | 670 | 0.07% | 0.08% | 819 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 6,890 | 669 | 0.42% | 0.19% | 820 | +856 | 14.19% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 6,837 | 664 | 0.13% | 0.15% | 822 | -261 | -3.68% | Q1 2026 | May 01, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 6,837 | 664 | 0.17% | 0.18% | 821 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 6,826 | 663 | 0.11% | 0.13% | 823 | -1,246 | -15.44% | Q1 2026 | May 14, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 6,793 | 660 | 0.17% | 0.19% | 824 | -1,030 | -13.17% | Q1 2026 | Apr 22, 2026 |
| First PREMIER Bank | History | No change | 6,783 | 659 | 0.15% | 0.15% | 825 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 6,729 | 654 | 0.05% | 0.05% | 826 | -57 | -0.84% | Q1 2026 | Apr 23, 2026 |
| Carnegie Investment Counsel | History | No change | 6,701 | 651 | 0.01% | 0.01% | 827 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Piedmont Capital Management, LLC/NC | History | Added to | 6,648 | 646 | 0.43% | 0.15% | 829 | +4,238 | 175.85% | Q1 2026 | Apr 21, 2026 |
| Advisory Resource Group | History | Reduced | 6,653 | 646 | 0.11% | 0.11% | 828 | -60 | -0.89% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 6,628 | 644 | 0.05% | 0.07% | 830 | -1,311 | -16.51% | Q1 2026 | Apr 16, 2026 |
| SilverOak Wealth Management LLC | History | No change | 6,610 | 642 | 0.1% | 0.1% | 831 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 6,600 | 641 | 0.03% | 0.03% | 832 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 6,602 | 641 | 0.1% | 0.1% | 833 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 6,534 | 635 | 0.13% | 0.11% | 834 | +720 | 12.38% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,516 | 634 | 0.03% | 0.03% | 835 | -83 | -1.26% | Q1 2026 | May 18, 2026 |
| Cordatus Wealth Management LLC | History | No change | 6,515 | 633 | 0.15% | 0.14% | 836 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 6,500 | 631 | 0.26% | 0.26% | 837 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Balefire, LLC | History | Added to | 6,479 | 629 | 0.12% | 0.1% | 838 | +1,275 | 24.5% | Q1 2026 | May 07, 2026 |
| Curated Wealth Partners LLC | History | No change | 6,459 | 628 | 0.08% | 0.07% | 839 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Segment Wealth Management, LLC | History | No change | 6,449 | 627 | 0.04% | 0.04% | 840 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,451 | 627 | 0.02% | 0.02% | 841 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 6,398 | 622 | 0.02% | 0.01% | 842 | +2,143 | 50.36% | Q1 2026 | May 01, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 6,374 | 619 | 0.06% | 0.06% | 843 | +9 | 0.14% | Q1 2026 | Apr 30, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 6,376 | 619 | 0.29% | 0.27% | 844 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 6,282 | 610 | 0.32% | 0.33% | 845 | +108 | 1.75% | Q1 2026 | Apr 24, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 6,266 | 609 | 0.01% | 0.01% | 846 | -7,957 | -55.94% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | New | 6,268 | 609 | 0.02% | — | 848 | +6,268 | New | Q1 2026 | Apr 16, 2026 |
| Bangor Savings Bank | History | No change | 6,270 | 609 | 0.05% | 0.05% | 847 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 6,907 | 608 | 0.06% | 0.06% | 849 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Reduced | 6,234 | 606 | 0.01% | 0.01% | 850 | -433 | -6.49% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,206 | 603 | 0.02% | 0.02% | 851 | -93 | -1.48% | Q1 2026 | Apr 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 6,200 | 602 | 0.02% | 0.02% | 852 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 6,191 | 601 | 0.18% | 0.17% | 853 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wise Wealth Partners | History | No change | 6,170 | 599 | 0.81% | 0.85% | 854 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Trust Co of the South | History | No change | 6,145 | 597 | 0.1% | 0.1% | 855 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 6,135 | 596 | 0.18% | 0.19% | 856 | -180 | -2.85% | Q1 2026 | Apr 13, 2026 |
| PKS Advisory Services, LLC | History | Added to | 6,108 | 593 | 0.14% | 0.12% | 857 | +428 | 7.54% | Q1 2026 | May 13, 2026 |
| Forum Financial Management, LP | History | No change | 6,096 | 592 | 0.01% | 0.01% | 858 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ROCKLAND TRUST CO | History | Added to | 6,085 | 591 | 0.02% | 0.01% | 859 | +2,500 | 69.74% | Q1 2026 | Apr 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 6,055 | 588 | 0.03% | 0.05% | 860 | -3,800 | -38.56% | Q1 2026 | Apr 13, 2026 |
| SFAM, LLC | History | Reduced | 6,040 | 587 | 0.54% | 0.54% | 861 | -83 | -1.36% | Q1 2026 | May 04, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 6,027 | 586 | 0.24% | 0.24% | 862 | -6 | -0.1% | Q1 2026 | May 08, 2026 |
| FAIRFIELD, BUSH & CO. | History | No change | 5,990 | 582 | 0.32% | 0.3% | 863 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | New | 5,960 | 579 | 0.0% | — | 867 | +5,960 | New | Q1 2026 | May 05, 2026 |
| LAWOOD & CO | History | Reduced | 5,965 | 579 | 0.54% | 0.56% | 866 | -160 | -2.61% | Q1 2026 | Apr 14, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 5,960 | 579 | 0.05% | 0.04% | 864 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richardson Capital Management LLC | History | No change | 5,960 | 579 | 0.28% | 0.29% | 865 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Thomasville National Bank | History | No change | 6,009 | 578 | 0.04% | 0.04% | 868 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 5,920 | 575 | 0.08% | 0.09% | 869 | -288 | -4.64% | Q1 2026 | Apr 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 5,891 | 572 | 0.22% | 0.21% | 870 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 5,879 | 571 | 0.17% | 0.17% | 871 | -31 | -0.52% | Q1 2026 | Apr 22, 2026 |
| NWAM LLC | History | Reduced | 5,854 | 569 | 0.03% | 0.06% | 872 | -4,317 | -42.44% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 5,793 | 563 | 0.0% | 0.0% | 873 | -305 | -5.0% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,745 | 558 | 0.0% | 0.0% | 874 | +494 | 9.41% | Q1 2026 | May 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 5,730 | 557 | 0.04% | 0.04% | 875 | +941 | 19.65% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 5,727 | 556 | 0.02% | 0.02% | 876 | -499 | -8.01% | Q1 2026 | May 07, 2026 |
| Allegheny Financial Group | History | Added to | 5,701 | 554 | 0.07% | 0.06% | 879 | +1,228 | 27.45% | Q1 2026 | Apr 16, 2026 |
| SFMG, LLC | History | Added to | 5,707 | 554 | 0.04% | 0.04% | 878 | +70 | 1.24% | Q1 2026 | May 12, 2026 |
| Palisade Asset Management, LLC | History | Added to | 5,702 | 554 | 0.06% | 0.05% | 877 | +1 | 0.02% | Q1 2026 | Apr 14, 2026 |
| Cedarwood Wealth LLC | History | No change | 5,707 | 554 | 0.56% | 0.64% | 880 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 5,672 | 551 | 0.02% | 0.02% | 881 | +536 | 10.44% | Q1 2026 | Apr 08, 2026 |
| UNION SAVINGS BANK | History | No change | 5,647 | 549 | 0.24% | 0.24% | 882 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 5,260 | 546 | 0.1% | 0.1% | 883 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 5,597 | 544 | 0.38% | 0.37% | 884 | -6 | -0.11% | Q1 2026 | May 08, 2026 |
| Intrua Financial, LLC | History | Reduced | 5,589 | 543 | 0.06% | 0.06% | 885 | -669 | -10.69% | Q1 2026 | Apr 23, 2026 |
| Alpha Financial Partners LLC | History | Reduced | 5,578 | 542 | 0.32% | 0.34% | 886 | -196 | -3.39% | Q1 2026 | May 13, 2026 |
| Westmount Partners, LLC | History | Reduced | 5,573 | 541 | 0.13% | 0.14% | 887 | -133 | -2.33% | Q1 2026 | Apr 16, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 5,563 | 540 | 0.55% | 0.5% | 888 | +551 | 10.99% | Q1 2026 | May 13, 2026 |
| Vann Equity Management LLC | History | New | 5,550 | 539 | 0.38% | — | 889 | +5,550 | New | Q1 2026 | May 08, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,532 | 537 | 0.02% | 0.02% | 890 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keel Point, LLC | History | No change | 5,585 | 537 | 0.03% | 0.03% | 891 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 5,509 | 535 | 0.03% | 0.04% | 892 | -842 | -13.26% | Q1 2026 | May 14, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 5,495 | 534 | 0.07% | 0.07% | 893 | -110 | -1.96% | Q1 2026 | Apr 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 5,425 | 533 | 0.05% | 0.05% | 894 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 5,464 | 531 | 0.22% | 0.22% | 895 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 5,465 | 531 | 0.08% | 0.07% | 896 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | No change | 5,448 | 530 | 0.08% | 0.08% | 897 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 5,445 | 529 | 0.07% | 0.14% | 898 | +2 | 0.04% | Q1 2026 | May 12, 2026 |
| My Personal CFO, LLC | History | Reduced | 5,409 | 525 | 0.23% | 0.23% | 899 | -316 | -5.52% | Q1 2026 | Apr 21, 2026 |
| Torrey Growth & Income Advisors | History | Added to | 5,458 | 524 | 0.22% | 0.18% | 900 | +6 | 0.11% | Q1 2026 | Apr 21, 2026 |
| Nilsine Partners, LLC | History | Reduced | 5,040 | 522 | 0.04% | 0.04% | 901 | -234 | -4.44% | Q1 2026 | Apr 29, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 5,344 | 519 | 0.11% | 0.09% | 902 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 5,328 | 518 | 0.07% | 0.06% | 903 | +480 | 9.9% | Q1 2026 | Apr 13, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 5,337 | 518 | 0.36% | 0.37% | 904 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 5,318 | 517 | 0.0% | 0.0% | 905 | +13 | 0.25% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 5,319 | 517 | 0.12% | 0.13% | 906 | +13 | 0.25% | Q1 2026 | Apr 24, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 5,309 | 516 | 0.18% | 0.17% | 907 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 5,298 | 515 | 0.2% | 0.21% | 910 | -256 | -4.61% | Q1 2026 | May 11, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 5,306 | 515 | 0.04% | 0.05% | 908 | +240 | 4.74% | Q1 2026 | Apr 09, 2026 |
| United Community Bank | History | No change | 5,303 | 515 | 0.17% | 0.19% | 909 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hudson Value Partners, LLC | History | No change | 5,280 | 513 | 0.15% | 0.15% | 911 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 5,268 | 512 | 0.18% | 0.1% | 912 | +287 | 5.76% | Q1 2026 | May 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 5,274 | 512 | 0.38% | 0.39% | 913 | -30 | -0.57% | Q1 2026 | Apr 16, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 5,233 | 509 | 0.0% | 0.0% | 914 | -148 | -2.75% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | No change | 5,231 | 508 | 0.04% | 0.04% | 915 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TMB Capital Partners, LLC | History | No change | 5,217 | 507 | 0.17% | 0.17% | 916 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 5,206 | 506 | 0.06% | 0.06% | 917 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,201 | 505 | 0.0% | 0.0% | 918 | -28,768 | -84.69% | Q1 2026 | May 12, 2026 |
| Altus Wealth Group LLC | History | Reduced | 5,171 | 502 | 0.21% | 0.2% | 919 | -74 | -1.41% | Q1 2026 | Apr 27, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 5,154 | 501 | 0.01% | 0.01% | 920 | -802 | -13.47% | Q1 2026 | May 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 5,153 | 501 | 0.03% | 0.03% | 921 | -123 | -2.33% | Q1 2026 | Apr 27, 2026 |
| Foster Victor Wealth Advisors, LLC | History | New | 4,887 | 500 | 0.03% | — | 922 | +4,887 | New | Q1 2026 | Apr 20, 2026 |
| Invst, LLC | History | Added to | 5,135 | 499 | 0.06% | 0.04% | 923 | +1,650 | 47.35% | Q1 2026 | May 13, 2026 |
| William Mack & Associates, Inc. | History | Added to | 5,096 | 495 | 0.28% | 0.23% | 924 | +13 | 0.26% | Q1 2026 | Apr 14, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 5,082 | 494 | 0.03% | 0.03% | 925 | -49 | -0.95% | Q1 2026 | Apr 29, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 5,052 | 494 | 0.09% | 0.08% | 926 | +7 | 0.14% | Q1 2026 | May 08, 2026 |
| New Hampshire Trust | History | No change | 5,069 | 492 | 0.1% | 0.09% | 927 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DBK Financial Counsel, LLC | History | No change | 5,105 | 491 | 0.38% | 0.38% | 928 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 5,050 | 491 | 0.15% | 0.17% | 929 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 5,044 | 490 | 0.1% | 0.12% | 931 | -1,472 | -22.59% | Q1 2026 | May 11, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 5,044 | 490 | 0.01% | 0.02% | 930 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Forum Private Client Group LLC | History | Reduced | 5,030 | 489 | 0.16% | 0.18% | 933 | -551 | -9.87% | Q1 2026 | May 13, 2026 |
| Weil Company, Inc. | History | No change | 5,036 | 489 | 0.11% | 0.11% | 932 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Canandaigua National Trust Co of Florida | History | No change | 5,026 | 488 | 0.39% | 0.3% | 934 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,996 | 485 | 0.18% | 0.18% | 937 | +204 | 4.26% | Q1 2026 | Apr 15, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 4,992 | 485 | 0.12% | 0.12% | 936 | -31 | -0.62% | Q1 2026 | Apr 20, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,990 | 485 | 0.02% | 0.02% | 935 | +2 | 0.04% | Q1 2026 | Apr 27, 2026 |
| Valued Retirements, Inc. | History | No change | 4,990 | 485 | 0.47% | 0.47% | 938 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MRP Capital Investments, LLC | History | Added to | 4,971 | 483 | 0.42% | 0.35% | 940 | +625 | 14.38% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,971 | 483 | 0.02% | 0.02% | 939 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sonoma Allocations LLC | History | No change | 4,899 | 483 | 0.17% | 0.16% | 941 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 4,963 | 482 | 0.0% | 0.01% | 944 | -3,219 | -39.34% | Q1 2026 | Apr 27, 2026 |
| Beck Bode, LLC | History | Added to | 4,964 | 482 | 0.08% | 0.08% | 942 | +13 | 0.26% | Q1 2026 | May 07, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 4,960 | 482 | 0.16% | 0.16% | 943 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Breachway Investments LLC | History | Added to | 4,895 | 479 | 0.46% | 0.47% | 945 | +230 | 4.93% | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,922 | 478 | 0.02% | — | 946 | +4,922 | New | Q1 2026 | May 14, 2026 |
| Nolet Wealth Management, LLC | History | Reduced | 4,910 | 477 | 0.27% | 0.28% | 947 | -275 | -5.3% | Q1 2026 | May 05, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 4,743 | 474 | 0.03% | 0.03% | 948 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jordan Park Group LLC | History | Reduced | 4,868 | 473 | 0.03% | 0.08% | 951 | -8,874 | -64.58% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,874 | 473 | 0.01% | 0.01% | 949 | -103 | -2.07% | Q1 2026 | Apr 15, 2026 |
| Windsor Capital Management, LLC | History | Added to | 4,867 | 473 | 0.13% | 0.13% | 950 | +43 | 0.89% | Q1 2026 | Apr 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,856 | 472 | 0.02% | 0.02% | 953 | +254 | 5.52% | Q1 2026 | Apr 17, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 4,858 | 472 | 0.19% | 0.18% | 954 | +201 | 4.32% | Q1 2026 | Apr 24, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 4,857 | 472 | 0.0% | 0.0% | 952 | +117 | 2.47% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | No change | 4,825 | 469 | 0.06% | 0.06% | 955 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| M1 Capital Management LLC | History | No change | 4,828 | 469 | 0.22% | 0.19% | 956 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 4,804 | 467 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 4,785 | 465 | 0.15% | 0.23% | 958 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SHP Wealth Management | History | Reduced | 4,765 | 463 | 0.03% | 0.05% | 959 | -1,285 | -21.24% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,749 | 461 | 0.02% | 0.02% | 960 | -471 | -9.02% | Q1 2026 | Apr 28, 2026 |
| InvesTrust | History | No change | 4,743 | 461 | 0.19% | 0.18% | 961 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,723 | 459 | 0.05% | 0.05% | 962 | -87 | -1.81% | Q1 2026 | Apr 28, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 4,722 | 459 | 0.17% | 0.23% | 963 | +47 | 1.01% | Q1 2026 | May 12, 2026 |
| Holistic Financial Partners | History | No change | 4,712 | 458 | 0.17% | 0.16% | 964 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stonebrook Private Inc. | History | No change | 4,712 | 458 | 0.1% | 0.09% | 965 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 4,696 | 457 | 0.12% | 0.13% | 966 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 4,500 | 455 | 0.09% | 0.09% | 967 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Veracity Capital LLC | History | Reduced | 4,663 | 453 | 0.16% | 0.19% | 969 | -1,938 | -29.36% | Q1 2026 | Apr 09, 2026 |
| Broadview Financial Management, LLC | History | Added to | 4,660 | 453 | 0.31% | 0.3% | 968 | +12 | 0.26% | Q1 2026 | May 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 4,615 | 448 | 0.02% | 0.02% | 970 | +810 | 21.29% | Q1 2026 | Apr 16, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 4,595 | 446 | 0.12% | 0.14% | 971 | +698 | 17.91% | Q1 2026 | Apr 29, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 4,573 | 444 | 0.19% | 0.2% | 974 | -371 | -7.5% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,574 | 444 | 0.01% | 0.01% | 972 | -201 | -4.21% | Q1 2026 | May 14, 2026 |
| TrustBank | History | Reduced | 4,575 | 444 | 0.17% | 0.18% | 975 | -25 | -0.54% | Q1 2026 | May 04, 2026 |
| Parcion Private Wealth LLC | History | No change | 4,576 | 444 | 0.03% | 0.03% | 973 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lynx Investment Advisory | History | Added to | 4,566 | 443 | 0.21% | 0.24% | 976 | +1 | 0.02% | Q1 2026 | Apr 24, 2026 |
| ALLSTATE CORP | History | Added to | 4,550 | 442 | 0.0% | 0.0% | 977 | +1,400 | 44.44% | Q1 2026 | May 11, 2026 |
| Bull Harbor Capital LLC | History | New | 4,542 | 441 | 0.12% | — | 979 | +4,542 | New | Q1 2026 | May 18, 2026 |
| Plancorp, LLC | History | No change | 4,386 | 441 | 0.01% | 0.01% | 978 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| King Wealth Management Group | History | No change | 4,520 | 439 | 0.05% | 0.05% | 980 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 4,505 | 438 | 0.06% | 0.06% | 981 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trust Co | History | Reduced | 4,482 | 435 | 0.04% | 0.05% | 982 | -516 | -10.32% | Q1 2026 | Apr 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,524 | 435 | 0.02% | 0.02% | 983 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 4,446 | 432 | 0.05% | 0.06% | 985 | -241 | -5.14% | Q1 2026 | Apr 27, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 4,450 | 432 | 0.05% | 0.06% | 984 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bridgewater Advisors Inc. | History | No change | 4,121 | 431 | 0.03% | 0.03% | 986 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BankPlus Trust Department | History | No change | 4,437 | 431 | 0.12% | 0.11% | 987 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,432 | 430 | 0.0% | 0.0% | 988 | +1,760 | 65.87% | Q1 2026 | May 14, 2026 |
| James J. Burns & Company, LLC | History | Added to | 4,423 | 430 | 0.06% | 0.06% | 989 | +2 | 0.05% | Q1 2026 | Apr 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,419 | 429 | 0.0% | 0.01% | 991 | -6,271 | -58.66% | Q1 2026 | May 14, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 4,249 | 429 | 0.03% | 0.03% | 990 | -2 | -0.05% | Q1 2026 | Apr 13, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 4,404 | 428 | 0.25% | 0.22% | 992 | -45 | -1.01% | Q1 2026 | May 14, 2026 |
| HMS Capital Management, LLC | History | No change | 4,393 | 427 | 0.17% | 0.17% | 993 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 4,398 | 427 | 0.27% | 0.27% | 994 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,388 | 426 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MWA Asset Management | History | Reduced | 4,376 | 425 | 0.23% | 0.24% | 996 | -160 | -3.53% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,356 | 423 | 0.01% | 0.01% | 997 | -19 | -0.43% | Q1 2026 | May 14, 2026 |
| Old Peak Finance LLC | History | No change | 4,352 | 423 | 0.25% | 0.26% | 998 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | No change | 4,350 | 422 | 0.33% | 0.29% | 999 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Synergy Financial Group, LTD | History | New | 4,331 | 421 | 0.32% | — | 1001 | +4,331 | New | Q1 2026 | May 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 4,335 | 421 | 0.14% | 0.14% | 1000 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Truepoint, Inc. | History | No change | 4,313 | 419 | 0.01% | 0.01% | 1002 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,279 | 416 | 0.05% | 0.1% | 1004 | -5,377 | -55.69% | Q1 2026 | May 01, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 4,288 | 416 | 0.02% | 0.02% | 1003 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| PROTECTIVE LIFE CORP | History | New | 4,275 | 415 | 1.38% | — | 1005 | +4,275 | New | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 4,267 | 414 | 0.01% | 0.01% | 1006 | +130 | 3.14% | Q1 2026 | May 12, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 3,948 | 413 | 0.16% | 0.21% | 1007 | -1,279 | -24.47% | Q1 2026 | Apr 27, 2026 |
| MTM Investment Management, LLC | History | Added to | 4,230 | 411 | 0.13% | 0.13% | 1008 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 4,218 | 410 | 0.18% | 0.17% | 1009 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 4,208 | 409 | 0.02% | 0.03% | 1011 | -126 | -2.91% | Q1 2026 | May 13, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 4,209 | 409 | 0.02% | 0.02% | 1010 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TBH Global Asset Management, LLC | History | New | 4,199 | 408 | 0.08% | — | 1012 | +4,199 | New | Q1 2026 | Apr 22, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | New | 4,172 | 405 | 0.09% | — | 1015 | +4,172 | New | Q1 2026 | Apr 16, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 4,165 | 405 | 0.04% | 0.04% | 1013 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 4,216 | 405 | 0.07% | 0.07% | 1014 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 4,158 | 404 | 0.05% | 0.06% | 1016 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 4,134 | 401 | 0.03% | 0.03% | 1017 | +10 | 0.24% | Q1 2026 | Apr 10, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 4,114 | 400 | 0.11% | 0.12% | 1018 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ARROW FINANCIAL CORP | History | No change | 4,076 | 396 | 0.04% | 0.04% | 1019 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cadence Bank | History | No change | 4,114 | 396 | 0.02% | 0.02% | 1020 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lutz Financial Services LLC | History | No change | 4,065 | 395 | 0.03% | 0.03% | 1021 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Phoenix Wealth Advisors | History | Added to | 4,028 | 391 | 0.15% | 0.15% | 1022 | +27 | 0.67% | Q1 2026 | Apr 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 4,002 | 389 | 0.04% | 0.04% | 1023 | +9 | 0.23% | Q1 2026 | Apr 15, 2026 |
| Bell Bank | History | Reduced | 3,991 | 388 | 0.02% | 0.02% | 1024 | -631 | -13.65% | Q1 2026 | Apr 23, 2026 |
| REDW Wealth LLC | History | No change | 4,000 | 388 | 0.15% | 0.15% | 1025 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Regency Capital Management Inc.\DE | History | No change | 4,000 | 388 | 0.17% | 0.16% | 1026 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 4,000 | 388 | 0.31% | 0.3% | 1027 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| John A. Wolfe & Associates, Inc. | History | No change | 4,000 | 388 | 0.6% | 0.21% | 1028 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Reduced | 3,971 | 386 | 0.09% | 0.09% | 1029 | -243 | -5.77% | Q1 2026 | May 01, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 3,899 | 385 | 0.06% | 0.09% | 1030 | -1,262 | -24.45% | Q1 2026 | Apr 07, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 3,966 | 385 | 0.05% | 0.05% | 1031 | +52 | 1.33% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,916 | 380 | 0.0% | 0.0% | 1032 | +189 | 5.07% | Q1 2026 | May 05, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 3,907 | 379 | 0.09% | 0.09% | 1033 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| First National Advisers, LLC | History | No change | 3,900 | 379 | 0.06% | 0.05% | 1034 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 3,890 | 378 | 0.22% | 0.22% | 1036 | -26 | -0.66% | Q1 2026 | Apr 16, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 3,893 | 378 | 0.09% | 0.09% | 1035 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| ADE, LLC | History | Reduced | 3,887 | 377 | 0.18% | 0.19% | 1038 | -146 | -3.62% | Q1 2026 | May 14, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 3,883 | 377 | 0.05% | 0.05% | 1037 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tanager Wealth Management LLP | History | No change | 3,884 | 377 | 0.04% | 0.04% | 1039 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Commerce Advisors, LLC | History | New | 3,870 | 376 | 0.32% | — | 1041 | +3,870 | New | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | New | 3,868 | 376 | 0.05% | — | 1042 | +3,868 | New | Q1 2026 | Apr 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 3,876 | 376 | 0.05% | 0.05% | 1040 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Colorado Capital Management, Inc. | History | No change | 3,858 | 375 | 0.14% | 0.14% | 1043 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 3,853 | 374 | 0.05% | 0.05% | 1044 | -2 | -0.05% | Q1 2026 | Apr 13, 2026 |
| PACK Private Wealth, LLC | History | No change | 3,822 | 371 | 0.17% | 0.17% | 1045 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 3,809 | 370 | 0.18% | 0.17% | 1047 | +6 | 0.16% | Q1 2026 | Apr 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,852 | 370 | 0.11% | 0.11% | 1046 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Herold Advisors, Inc. | History | Reduced | 3,800 | 369 | 0.08% | 0.11% | 1049 | -1,200 | -24.0% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 3,799 | 369 | 0.02% | 0.02% | 1048 | +1,048 | 38.1% | Q1 2026 | Apr 21, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 3,800 | 369 | 0.25% | 0.25% | 1051 | -183 | -4.59% | Q1 2026 | Apr 28, 2026 |
| V2 Financial group LLC | History | No change | 3,800 | 369 | 0.17% | 0.18% | 1050 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Madson Wealth Advisors Inc | History | New | 3,787 | 368 | 0.31% | — | 1052 | +3,787 | New | Q1 2026 | Apr 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 3,784 | 367 | 0.04% | 0.04% | 1053 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CRA Financial Services, LLC | History | No change | 3,778 | 367 | 0.05% | 0.05% | 1054 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CPA Asset Management Group, LLC | History | No change | 3,779 | 367 | 0.12% | 0.13% | 1055 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stelac Advisory Services LLC | History | New | 3,750 | 364 | 0.07% | — | 1058 | +3,750 | New | Q1 2026 | May 08, 2026 |
| Charles Schwab Trust Co | History | Reduced | 3,745 | 364 | 0.02% | 0.02% | 1056 | -80 | -2.09% | Q1 2026 | Apr 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 3,747 | 364 | 0.09% | 0.09% | 1057 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,743 | 363 | 0.03% | 0.03% | 1059 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HM PAYSON & CO | History | No change | 3,714 | 361 | 0.01% | 0.01% | 1060 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 3,722 | 361 | 0.05% | 0.05% | 1061 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Goldenstone Wealth Management LLC | History | No change | 3,714 | 361 | 0.26% | 0.27% | 1062 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | New | 3,704 | 360 | 0.0% | — | 1064 | +3,704 | New | Q1 2026 | May 12, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 3,711 | 360 | 0.07% | 0.07% | 1063 | -173 | -4.45% | Q1 2026 | Apr 30, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Reduced | 3,696 | 359 | 0.33% | 0.33% | 1065 | -79 | -2.09% | Q1 2026 | Apr 21, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 3,652 | 355 | 0.05% | 0.05% | 1066 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 3,649 | 354 | 0.02% | 0.02% | 1067 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 3,637 | 353 | 0.01% | 0.0% | 1068 | +801 | 28.24% | Q1 2026 | May 13, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 3,619 | 351 | 0.1% | 0.1% | 1070 | -300 | -7.66% | Q1 2026 | May 05, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 3,618 | 351 | 0.13% | 0.12% | 1069 | +1 | 0.03% | Q1 2026 | May 06, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 3,606 | 350 | 0.06% | — | 1072 | +3,606 | New | Q1 2026 | Apr 28, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 3,602 | 350 | 0.17% | 0.17% | 1071 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 3,597 | 349 | 0.33% | 0.31% | 1073 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 71 West Capital Partners | History | New | 3,580 | 348 | 0.02% | — | 1075 | +3,580 | New | Q1 2026 | May 06, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 3,588 | 348 | 0.07% | 0.07% | 1074 | -163 | -4.35% | Q1 2026 | Apr 21, 2026 |
| Crewe Advisors LLC | History | No change | 3,549 | 345 | 0.03% | 0.03% | 1076 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 3,541 | 344 | 0.07% | 0.08% | 1077 | -558 | -13.61% | Q1 2026 | Apr 16, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 3,532 | 343 | 0.18% | 0.17% | 1079 | -15 | -0.42% | Q1 2026 | May 06, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 3,531 | 343 | 0.22% | 0.23% | 1080 | +9 | 0.26% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,563 | 343 | 0.03% | 0.03% | 1078 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SPINNAKER TRUST | History | No change | 3,524 | 342 | 0.02% | 0.02% | 1081 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 3,519 | 342 | 0.07% | 0.06% | 1082 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,515 | 341 | 0.01% | — | 1084 | +3,515 | New | Q1 2026 | Apr 27, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 3,510 | 341 | 0.1% | 0.1% | 1083 | +2 | 0.06% | Q1 2026 | May 05, 2026 |
| Integrity Wealth Partners, LLC | History | New | 3,500 | 340 | 0.31% | — | 1085 | +3,500 | New | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,493 | 339 | 0.0% | — | 1086 | +3,493 | New | Q1 2026 | May 08, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 3,474 | 337 | 0.14% | 0.13% | 1087 | +94 | 2.78% | Q1 2026 | Apr 08, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 3,456 | 335 | 0.13% | 0.14% | 1088 | -212 | -5.78% | Q1 2026 | May 11, 2026 |
| GM Advisory Group, LLC | History | Reduced | 3,437 | 334 | 0.01% | 0.05% | 1089 | -10,876 | -75.99% | Q1 2026 | Apr 28, 2026 |
| BURNEY CO/ | History | Reduced | 3,426 | 333 | 0.01% | 0.01% | 1090 | -940 | -21.53% | Q1 2026 | Apr 29, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 3,415 | 332 | 0.03% | 0.05% | 1091 | -1,318 | -27.85% | Q1 2026 | Apr 08, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 3,408 | 331 | 0.03% | 0.02% | 1092 | +400 | 13.3% | Q1 2026 | May 06, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 3,400 | 331 | 0.08% | 0.08% | 1093 | -42 | -1.22% | Q1 2026 | Apr 28, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 3,404 | 330 | 0.1% | 0.1% | 1094 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| UNITED BANK | History | Reduced | 3,380 | 328 | 0.04% | 0.04% | 1095 | -157 | -4.44% | Q1 2026 | May 11, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 3,370 | 327 | 0.37% | 0.37% | 1096 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Enclave Advisors LLC | History | Added to | 3,363 | 326 | 0.04% | 0.05% | 1098 | +2 | 0.06% | Q1 2026 | Apr 13, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 3,360 | 326 | 0.04% | 0.04% | 1097 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Biltmore Family Office, LLC | History | No change | 3,347 | 325 | 0.05% | 0.04% | 1099 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,329 | 324 | 0.01% | 0.01% | 1100 | -63 | -1.86% | Q1 2026 | Apr 21, 2026 |
| Kure Advisory, LLC | History | No change | 3,335 | 324 | 0.18% | 0.18% | 1101 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Objectivity Squared, LLC | History | Added to | 3,326 | 323 | 0.2% | 0.18% | 1102 | +9 | 0.27% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 3,313 | 322 | 0.03% | — | 1104 | +3,313 | New | Q1 2026 | Apr 23, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 3,316 | 322 | 0.01% | 0.01% | 1103 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 3,302 | 321 | 0.12% | 0.08% | 1105 | +1,105 | 50.3% | Q1 2026 | Apr 27, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 3,300 | 320 | 0.02% | 0.02% | 1106 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 3,293 | 320 | 0.1% | 0.1% | 1107 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alpine Bank Wealth Management | History | No change | 3,285 | 319 | 0.05% | 0.04% | 1108 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 3,278 | 318 | 0.27% | 0.26% | 1111 | -170 | -4.93% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 3,281 | 318 | 0.09% | 0.08% | 1110 | +4 | 0.12% | Q1 2026 | Apr 10, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 3,275 | 318 | 0.08% | 0.08% | 1109 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Concepts, LLC | History | New | 3,267 | 317 | 0.08% | — | 1113 | +3,267 | New | Q1 2026 | May 12, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 3,262 | 317 | 0.03% | 0.03% | 1112 | +1 | 0.03% | Q1 2026 | Apr 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 3,259 | 316 | 0.01% | 0.01% | 1114 | +30 | 0.93% | Q1 2026 | Apr 21, 2026 |
| Beacon Capital Management, LLC | History | Added to | 3,249 | 315 | 0.06% | 0.04% | 1115 | +484 | 17.5% | Q1 2026 | May 11, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 3,098 | 313 | 0.07% | 0.08% | 1117 | +8 | 0.26% | Q1 2026 | Apr 10, 2026 |
| Detalus Advisors, LLC | History | Added to | 3,221 | 313 | 0.07% | 0.08% | 1116 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,202 | 311 | 0.06% | 0.04% | 1119 | +724 | 29.22% | Q1 2026 | May 11, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 3,194 | 311 | 0.01% | 0.01% | 1118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 3,208 | 311 | 0.27% | 0.27% | 1120 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,194 | 310 | 0.01% | 0.01% | 1121 | -1,361 | -29.88% | Q1 2026 | May 01, 2026 |
| Riverview Trust Co | History | No change | 3,180 | 309 | 0.38% | 0.37% | 1122 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Community Bank of Raymore | History | Reduced | 3,175 | 308 | 0.21% | 0.27% | 1123 | -900 | -22.09% | Q1 2026 | Apr 17, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 3,150 | 303 | 0.05% | 0.04% | 1124 | -10 | -0.32% | Q1 2026 | Apr 22, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 3,125 | 303 | 0.15% | 0.15% | 1126 | +8 | 0.26% | Q1 2026 | Apr 21, 2026 |
| Emerald Advisors, LLC | History | No change | 3,117 | 303 | 0.04% | 0.04% | 1125 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NCM Capital Management, LLC | History | Reduced | 3,112 | 302 | 0.11% | 0.17% | 1130 | -1,640 | -34.51% | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 3,116 | 302 | 0.1% | 0.09% | 1127 | +217 | 7.49% | Q1 2026 | Apr 03, 2026 |
| Israel Discount Bank of New York | History | Added to | 3,115 | 302 | 0.66% | 0.76% | 1129 | +189 | 6.46% | Q1 2026 | Apr 06, 2026 |
| Pettee Investors, Inc. | History | No change | 2,900 | 302 | 0.16% | 0.16% | 1128 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 3,104 | 301 | 0.06% | 0.05% | 1132 | +659 | 26.95% | Q1 2026 | May 05, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 3,099 | 301 | 0.04% | 0.04% | 1131 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 3,103 | 301 | 0.17% | 0.17% | 1133 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 3,095 | 300 | 0.03% | 0.03% | 1134 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 3,084 | 299 | 0.04% | 0.04% | 1135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 3,062 | 297 | 0.06% | — | 1138 | +3,062 | New | Q1 2026 | May 14, 2026 |
| Members Trust Co | History | Reduced | 3,057 | 297 | 0.01% | 0.01% | 1136 | -47 | -1.51% | Q1 2026 | May 04, 2026 |
| Weaver Consulting Group | History | No change | 3,058 | 297 | 0.07% | 0.07% | 1137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 3,042 | 295 | 0.19% | 0.19% | 1139 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 3,026 | 294 | 0.01% | 0.01% | 1141 | -1,118 | -26.98% | Q1 2026 | May 11, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 3,032 | 294 | 0.19% | 0.16% | 1143 | +532 | 21.28% | Q1 2026 | Apr 21, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 3,028 | 294 | 0.04% | 0.04% | 1140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 3,025 | 294 | 0.25% | 0.23% | 1142 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OFS Enterprise LLC | History | New | 3,021 | 293 | 0.09% | — | 1146 | +3,021 | New | Q1 2026 | Apr 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 3,020 | 293 | 0.07% | 0.08% | 1144 | +371 | 14.01% | Q1 2026 | May 08, 2026 |
| TPG Advisors LLC | History | No change | 3,020 | 293 | 0.18% | 0.18% | 1145 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 3,010 | 292 | 0.01% | 0.01% | 1147 | -589 | -16.37% | Q1 2026 | May 15, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 2,997 | 291 | 0.02% | — | 1153 | +2,997 | New | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,996 | 291 | 0.01% | 0.01% | 1149 | -558 | -15.7% | Q1 2026 | Apr 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 3,001 | 291 | 0.04% | 0.05% | 1148 | -380 | -11.24% | Q1 2026 | Apr 08, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 2,846 | 291 | 0.21% | 0.22% | 1152 | -122 | -4.11% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,000 | 291 | 0.1% | 0.1% | 1150 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Tillman Hartley LLC | History | No change | 3,000 | 291 | 0.07% | 0.07% | 1151 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 2,989 | 290 | 0.0% | 0.0% | 1154 | -131 | -4.2% | Q1 2026 | May 15, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 2,975 | 289 | 0.07% | 0.06% | 1155 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 2,964 | 288 | 0.02% | 0.02% | 1156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Moran Wealth Management, LLC | History | New | 2,952 | 287 | 0.01% | — | 1159 | +2,952 | New | Q1 2026 | Apr 27, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 2,958 | 287 | 0.0% | 0.01% | 1157 | -645 | -17.9% | Q1 2026 | Apr 10, 2026 |
| TABLEAUX LLC | History | No change | 2,960 | 287 | 0.14% | 0.2% | 1158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 2,949 | 286 | 0.11% | 0.15% | 1162 | -965 | -24.66% | Q1 2026 | May 14, 2026 |
| First Bank & Trust | History | No change | 2,943 | 286 | 0.05% | 0.05% | 1160 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Royal Harbor Partners, LLC | History | No change | 2,948 | 286 | 0.1% | 0.09% | 1161 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 2,934 | 285 | 0.03% | 0.03% | 1163 | +201 | 7.35% | Q1 2026 | Apr 21, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 2,913 | 283 | 0.06% | 0.06% | 1166 | +2 | 0.07% | Q1 2026 | May 12, 2026 |
| TAGStone Capital, Inc. | History | Added to | 2,916 | 283 | 0.1% | 0.1% | 1164 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| Plan A Wealth LLC | History | No change | 2,915 | 283 | 0.14% | 0.14% | 1165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | No change | 2,906 | 282 | 0.14% | 0.14% | 1167 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clayton Financial Group LLC | History | No change | 2,900 | 281 | 0.14% | 0.14% | 1168 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BAYBAN | History | No change | 2,900 | 281 | 0.24% | 0.25% | 1169 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,883 | 280 | 0.01% | 0.01% | 1170 | -367 | -11.29% | Q1 2026 | May 04, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 2,884 | 280 | 0.19% | 0.19% | 1172 | -79 | -2.67% | Q1 2026 | Apr 13, 2026 |
| ASL Financial, LLC | History | Reduced | 2,880 | 280 | 0.22% | 0.22% | 1173 | -33 | -1.13% | Q1 2026 | Apr 09, 2026 |
| First County Bank /CT/ | History | No change | 2,883 | 280 | 0.15% | 0.15% | 1171 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 2,868 | 278 | 0.05% | 0.05% | 1175 | -269 | -8.58% | Q1 2026 | Apr 21, 2026 |
| Peak Asset Management, LLC | History | No change | 2,868 | 278 | 0.05% | 0.05% | 1174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Planning Navigators CORP | History | Reduced | 2,856 | 277 | 0.12% | 0.13% | 1178 | -45 | -1.55% | Q1 2026 | Apr 21, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,858 | 277 | 0.04% | 0.04% | 1176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 2,878 | 277 | 0.03% | 0.03% | 1177 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cove Private Wealth, LLC | History | New | 2,847 | 276 | 0.06% | — | 1180 | +2,847 | New | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | Added to | 2,844 | 276 | 0.09% | 0.09% | 1179 | +150 | 5.57% | Q1 2026 | May 19, 2026 |
| Wick Capital Partners, LLC | History | New | 2,835 | 275 | 0.05% | — | 1182 | +2,835 | New | Q1 2026 | May 15, 2026 |
| Financial Alternatives, Inc | History | Reduced | 2,829 | 275 | 0.15% | 0.21% | 1181 | -985 | -25.83% | Q1 2026 | May 01, 2026 |
| Cynosure Group, LLC | History | Reduced | 2,836 | 273 | 0.03% | 0.06% | 1183 | -3,132 | -52.48% | Q1 2026 | May 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 2,811 | 273 | 0.08% | 0.08% | 1185 | -458 | -14.01% | Q1 2026 | Apr 16, 2026 |
| Wealth Group Ltd | History | No change | 2,816 | 273 | 0.06% | 0.06% | 1184 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Optas, LLC | History | Reduced | 2,800 | 272 | 0.04% | 0.06% | 1187 | -1,000 | -26.32% | Q1 2026 | Apr 24, 2026 |
| American Money Management, LLC | History | No change | 2,800 | 272 | 0.04% | 0.04% | 1186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TigerOak Management, L.L.C. | History | No change | 2,807 | 272 | 0.09% | 0.08% | 1188 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Nautilus Advisors LLC | History | Added to | 2,793 | 271 | 0.19% | 0.17% | 1189 | +1 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 2,795 | 271 | 0.15% | 0.2% | 1190 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Destination Wealth Management | History | New | 2,764 | 268 | 0.01% | — | 1193 | +2,764 | New | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 2,759 | 268 | 0.03% | 0.03% | 1192 | +59 | 2.19% | Q1 2026 | Apr 15, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 2,759 | 268 | 0.01% | 0.01% | 1191 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Centerpoint Advisory Group | History | No change | 2,753 | 267 | 0.2% | 0.2% | 1194 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Alaethes Wealth, LLC | History | Added to | 2,738 | 266 | 0.08% | 0.07% | 1195 | +120 | 4.58% | Q1 2026 | May 12, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 2,735 | 265 | 0.19% | 0.19% | 1198 | -120 | -4.2% | Q1 2026 | May 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 2,728 | 265 | 0.07% | 0.08% | 1197 | -54 | -1.94% | Q1 2026 | May 07, 2026 |
| Stephenson & Company, Inc. | History | Reduced | 2,730 | 265 | 0.14% | 0.15% | 1196 | -20 | -0.73% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 2,724 | 264 | 0.06% | 0.07% | 1199 | -200 | -6.84% | Q1 2026 | May 08, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 2,712 | 263 | 0.08% | 0.08% | 1203 | -106 | -3.76% | Q1 2026 | May 20, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 2,713 | 263 | 0.01% | 0.01% | 1200 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aspen Investment Management Inc | History | No change | 2,700 | 263 | 0.08% | 0.08% | 1201 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 2,706 | 263 | 0.07% | 0.06% | 1202 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 2,741 | 263 | 0.28% | 0.28% | 1204 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Abundance Wealth Counselors | History | No change | 2,698 | 262 | 0.04% | 0.04% | 1205 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Noble Wealth Management PBC | History | No change | 2,698 | 262 | 0.13% | 0.13% | 1206 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| American Trust | History | Added to | 2,693 | 261 | 0.02% | 0.02% | 1207 | +18 | 0.67% | Q1 2026 | May 01, 2026 |
| jvl associates llc | History | No change | 2,676 | 260 | 0.09% | 0.08% | 1208 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BRANDYWINE TRUST CO | History | No change | 2,667 | 259 | 0.05% | 0.04% | 1209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 2,614 | 258 | 0.03% | — | 1210 | +2,614 | New | Q1 2026 | Apr 10, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 2,648 | 257 | 0.1% | 0.12% | 1213 | -280 | -9.56% | Q1 2026 | May 06, 2026 |
| Tortoise Investment Management, LLC | History | No change | 2,648 | 257 | 0.02% | 0.02% | 1211 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Heritage Financial Services, LLC | History | No change | 2,677 | 257 | 0.02% | 0.02% | 1212 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aberdeen Wealth Management LLC | History | New | 2,640 | 256 | 0.12% | — | 1219 | +2,640 | New | Q1 2026 | May 15, 2026 |
| ARS Investment Partners, LLC | History | No change | 2,639 | 256 | 0.01% | 0.01% | 1214 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Silverleafe Capital Partners, LLC | History | No change | 2,640 | 256 | 0.08% | 0.08% | 1215 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Thrive Wealth Management, LLC | History | No change | 2,633 | 256 | 0.04% | 0.04% | 1216 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 2,643 | 256 | 0.11% | 0.11% | 1217 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SoundView Advisors Inc. | History | No change | 2,642 | 256 | 0.09% | 0.09% | 1218 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Perkins Coie Trust Co | History | No change | 2,610 | 253 | 0.05% | 0.05% | 1220 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ICONIQ Capital, LLC | History | No change | 2,595 | 252 | 0.01% | 0.0% | 1221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ENZI WEALTH | History | No change | 2,595 | 252 | 0.09% | 0.09% | 1222 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| XTX Topco Ltd | History | Reduced | 2,583 | 251 | 0.0% | 0.01% | 1224 | -2,738 | -51.46% | Q1 2026 | May 15, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 2,590 | 251 | 0.06% | 0.05% | 1223 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,578 | 250 | 0.03% | 0.04% | 1226 | -339 | -11.62% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,569 | 250 | 0.01% | 0.01% | 1225 | -147 | -5.41% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | No change | 2,577 | 250 | 0.06% | 0.06% | 1227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,565 | 249 | 0.12% | 0.12% | 1228 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 2,570 | 249 | 0.03% | 0.03% | 1229 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,535 | 248 | 0.01% | 0.01% | 1230 | +168 | 7.1% | Q1 2026 | Apr 27, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 2,544 | 247 | 0.02% | 0.02% | 1232 | -100 | -3.78% | Q1 2026 | Apr 27, 2026 |
| Ledyard National Bank | History | No change | 2,544 | 247 | 0.02% | 0.02% | 1231 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 2,522 | 245 | 0.16% | 0.16% | 1234 | -67 | -2.59% | Q1 2026 | Apr 21, 2026 |
| Sky Investment Group LLC | History | No change | 2,526 | 245 | 0.04% | 0.04% | 1233 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,542 | 244 | 0.01% | 0.01% | 1235 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LVZ, Inc. | History | Reduced | 2,500 | 243 | 0.03% | 0.04% | 1236 | -1,067 | -29.91% | Q1 2026 | Apr 28, 2026 |
| Pacifica Partners Inc. | History | Reduced | 2,501 | 243 | 0.08% | 0.15% | 1237 | -932 | -27.15% | Q1 2026 | Apr 09, 2026 |
| Vawter Financial, Ltd. | History | No change | 2,492 | 242 | 0.1% | 0.1% | 1238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Capital Management, LLC | History | New | 2,479 | 241 | 0.1% | — | 1241 | +2,479 | New | Q1 2026 | Apr 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 2,480 | 241 | 0.0% | 0.0% | 1239 | -13 | -0.52% | Q1 2026 | May 13, 2026 |
| Asio Capital, LLC | History | No change | 2,485 | 241 | 0.03% | 0.03% | 1240 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 2,476 | 240 | 0.1% | 0.1% | 1242 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 2,461 | 239 | 0.16% | 0.18% | 1243 | -51 | -2.03% | Q1 2026 | Apr 15, 2026 |
| Ignite Planners, LLC | History | Added to | 2,468 | 239 | 0.04% | 0.04% | 1244 | +1 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Hillman Capital Management, Inc. | History | Added to | 2,449 | 238 | 0.17% | 0.15% | 1245 | +16 | 0.66% | Q1 2026 | May 15, 2026 |
| Welch Group, LLC | History | Added to | 2,458 | 238 | 0.01% | 0.01% | 1246 | +11 | 0.45% | Q1 2026 | Apr 21, 2026 |
| Vectors Research Management, LLC | History | Reduced | 2,429 | 236 | 0.07% | 0.07% | 1247 | -78 | -3.11% | Q1 2026 | May 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 2,436 | 236 | 0.12% | 0.07% | 1248 | +30 | 1.25% | Q1 2026 | Apr 24, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 2,399 | 233 | 0.02% | 0.02% | 1249 | +73 | 3.14% | Q1 2026 | May 15, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 2,390 | 232 | 0.01% | 0.02% | 1250 | -2,046 | -46.12% | Q1 2026 | May 04, 2026 |
| Hilltop Partners LLC | History | Added to | 2,389 | 232 | 0.06% | 0.06% | 1251 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| Petros Family Wealth, LLC | History | No change | 2,386 | 231 | 0.16% | 0.15% | 1252 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bollard Group LLC | History | Added to | 2,371 | 230 | 0.01% | 0.01% | 1254 | +4 | 0.17% | Q1 2026 | May 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 2,375 | 230 | 0.03% | 0.03% | 1253 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 2,367 | 230 | 0.04% | 0.04% | 1255 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,368 | 230 | 0.07% | 0.07% | 1256 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Warburton Capital Management, LLC | History | No change | 2,272 | 229 | 0.11% | 0.12% | 1257 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 2,338 | 228 | 0.05% | 0.03% | 1261 | +1,345 | 135.45% | Q1 2026 | May 11, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 2,349 | 228 | 0.18% | 0.16% | 1262 | +217 | 10.18% | Q1 2026 | May 14, 2026 |
| Walsh & Associates, LLC | History | Reduced | 2,351 | 228 | 0.23% | 0.23% | 1263 | -103 | -4.2% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 2,347 | 228 | 0.02% | 0.02% | 1258 | +17 | 0.73% | Q1 2026 | Apr 20, 2026 |
| Courage Miller Partners, LLC | History | No change | 2,354 | 228 | 0.06% | 0.07% | 1259 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lantz Financial LLC | History | No change | 2,354 | 228 | 0.05% | 0.05% | 1260 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| EWA, LLC | History | Reduced | 2,340 | 227 | 0.05% | 0.09% | 1264 | -1,350 | -36.59% | Q1 2026 | Apr 23, 2026 |
| Lansing Street Advisors | History | Added to | 2,332 | 226 | 0.06% | 0.06% | 1265 | +3 | 0.13% | Q1 2026 | Apr 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2,325 | 226 | 0.02% | 0.02% | 1266 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,316 | 225 | 0.02% | 0.02% | 1267 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 2,312 | 224 | 0.13% | 0.14% | 1268 | -784 | -25.32% | Q1 2026 | May 04, 2026 |
| Naviter Wealth, LLC | History | Reduced | 2,299 | 223 | 0.03% | 0.03% | 1270 | -210 | -8.37% | Q1 2026 | Apr 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,299 | 223 | 0.0% | 0.0% | 1269 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Athena Investment Management | History | No change | 2,299 | 223 | 0.12% | 0.11% | 1271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 2,291 | 222 | 0.0% | — | 1273 | +2,291 | New | Q1 2026 | May 01, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 2,312 | 222 | 0.02% | 0.02% | 1272 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Added to | 2,282 | 221 | 0.01% | 0.01% | 1275 | +156 | 7.34% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 2,275 | 221 | 0.02% | 0.02% | 1277 | -8 | -0.35% | Q1 2026 | Apr 22, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 2,136 | 221 | 0.07% | 0.07% | 1274 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 2,283 | 221 | 0.03% | 0.03% | 1276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,280 | 221 | 0.01% | 0.01% | 1278 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 2,094 | 220 | 0.02% | 0.03% | 1279 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TritonPoint Partners, LLC | History | New | 2,263 | 219 | 0.08% | — | 1282 | +2,263 | New | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | New | 2,261 | 219 | 0.01% | — | 1281 | +2,261 | New | Q1 2026 | May 14, 2026 |
| Code Waechter LLC | History | Reduced | 2,257 | 219 | 0.13% | 0.15% | 1280 | -97 | -4.12% | Q1 2026 | Apr 15, 2026 |
| Tempo Wealth, LLC | History | Added to | 2,251 | 218 | 0.04% | 0.04% | 1286 | +6 | 0.27% | Q1 2026 | May 14, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 2,245 | 218 | 0.04% | 0.04% | 1283 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sachetta, LLC | History | No change | 2,242 | 218 | 0.12% | 0.12% | 1284 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 2,252 | 218 | 0.08% | 0.09% | 1285 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,228 | 216 | 0.2% | 0.21% | 1290 | -24 | -1.07% | Q1 2026 | May 11, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 2,230 | 216 | 0.05% | 0.05% | 1287 | +4 | 0.18% | Q1 2026 | Apr 23, 2026 |
| Fairman Group, LLC | History | Added to | 2,224 | 216 | 0.18% | 0.17% | 1289 | +4 | 0.18% | Q1 2026 | Apr 23, 2026 |
| Firestone Capital Management | History | No change | 2,224 | 216 | 0.04% | 0.05% | 1288 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Meeder Advisory Services, Inc. | History | New | 2,219 | 215 | 0.01% | — | 1292 | +2,219 | New | Q1 2026 | May 07, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 2,217 | 215 | 0.03% | 0.04% | 1291 | -703 | -24.08% | Q1 2026 | Apr 30, 2026 |
| Samara Investment Management, LLC | History | New | 2,201 | 214 | 0.22% | — | 1295 | +2,201 | New | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,205 | 214 | 0.11% | 0.06% | 1294 | +945 | 75.0% | Q1 2026 | May 07, 2026 |
| Stokes Family Office, LLC | History | No change | 2,208 | 214 | 0.02% | 0.02% | 1293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 2,196 | 213 | 0.01% | 0.01% | 1296 | -254 | -10.37% | Q1 2026 | Apr 09, 2026 |
| Rockingstone Advisors LLC | History | No change | 2,200 | 213 | 0.1% | 0.1% | 1297 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Empowered Funds, LLC | History | New | 2,189 | 212 | 0.0% | — | 1300 | +2,189 | New | Q1 2026 | May 14, 2026 |
| Fiduciary Group, LLC | History | No change | 2,188 | 212 | 0.02% | 0.02% | 1298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Marion Wealth Management | History | No change | 2,188 | 212 | 0.05% | 0.05% | 1299 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 2,173 | 211 | 0.09% | 0.11% | 1302 | -552 | -20.26% | Q1 2026 | May 05, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 2,171 | 211 | 0.01% | 0.01% | 1301 | -371 | -14.59% | Q1 2026 | May 07, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 2,167 | 210 | 0.04% | 0.04% | 1303 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Impact Capital Partners LLC | History | Reduced | 2,140 | 208 | 0.06% | 0.16% | 1305 | -3,320 | -60.81% | Q1 2026 | Apr 10, 2026 |
| Three Magnolias Financial Advisors, LLC | History | New | 2,149 | 208 | 0.13% | — | 1308 | +2,149 | New | Q1 2026 | Apr 23, 2026 |
| First Growth Capital LLC | History | Reduced | 2,125 | 208 | 0.19% | 0.2% | 1307 | -66 | -3.01% | Q1 2026 | May 04, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 2,142 | 208 | 0.03% | 0.05% | 1306 | -45 | -2.06% | Q1 2026 | Apr 17, 2026 |
| Financial Advisory Corp | History | No change | 2,140 | 208 | 0.03% | 0.03% | 1304 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Traveka Wealth, LLC | History | Reduced | 2,134 | 207 | 0.08% | 0.29% | 1311 | -5,344 | -71.46% | Q1 2026 | Apr 22, 2026 |
| ABNER HERRMAN & BROCK LLC | History | Reduced | 2,128 | 207 | 0.02% | 0.02% | 1309 | -284 | -11.77% | Q1 2026 | Apr 07, 2026 |
| Fonville Wealth Management LLC | History | No change | 2,129 | 207 | 0.04% | 0.04% | 1310 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,128 | 206 | 0.06% | 0.04% | 1312 | +842 | 65.47% | Q1 2026 | May 01, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 2,145 | 206 | 0.06% | 0.06% | 1313 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vident Advisory, LLC | History | No change | 2,115 | 205 | 0.0% | 0.0% | 1314 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horizons Wealth Management | History | Reduced | 2,108 | 204 | 0.13% | 0.14% | 1316 | -102 | -4.62% | Q1 2026 | Apr 02, 2026 |
| Independent Family Office, LLC | History | No change | 2,100 | 204 | 0.08% | 0.08% | 1315 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Premier Financial Group | History | Reduced | 2,070 | 203 | 0.03% | 0.06% | 1317 | -138 | -6.25% | Q1 2026 | May 05, 2026 |
| Strategic Financial Services, Inc. | History | New | 2,081 | 202 | 0.01% | — | 1319 | +2,081 | New | Q1 2026 | May 08, 2026 |
| Pointe Capital Management LLC | History | No change | 2,087 | 202 | 0.1% | 0.1% | 1318 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 2,074 | 201 | 0.05% | — | 1321 | +2,074 | New | Q1 2026 | May 01, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 2,071 | 201 | 0.17% | — | 1322 | +2,071 | New | Q1 2026 | Apr 22, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,076 | 201 | 0.03% | 0.03% | 1320 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 2,061 | 200 | 0.15% | 0.33% | 1324 | -2,676 | -56.49% | Q1 2026 | Apr 30, 2026 |
| Blue Chip Partners, LLC | History | New | 2,059 | 200 | 0.01% | — | 1325 | +2,059 | New | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | New | 2,058 | 200 | 0.05% | — | 1326 | +2,058 | New | Q1 2026 | Apr 02, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 2,062 | 200 | 0.25% | 0.23% | 1323 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,047 | 199 | 0.02% | 0.02% | 1327 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 2,040 | 198 | 0.07% | 0.08% | 1328 | -120 | -5.56% | Q1 2026 | Apr 29, 2026 |
| Hickory Point Bank & Trust | History | New | 1,996 | 194 | 0.13% | — | 1329 | +1,996 | New | Q1 2026 | Apr 03, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 1,989 | 193 | 0.07% | 0.05% | 1330 | +625 | 45.82% | Q1 2026 | Apr 17, 2026 |
| Westwind Capital | History | No change | 1,943 | 189 | 0.05% | 0.04% | 1331 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,932 | 187 | 0.11% | 0.11% | 1332 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,885 | 182 | 0.06% | 0.06% | 1333 | +65 | 3.57% | Q1 2026 | May 14, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 1,840 | 178 | 0.17% | — | 1334 | +1,840 | New | Q1 2026 | May 14, 2026 |
| Bravera Wealth | History | Reduced | 1,822 | 177 | 0.08% | 0.09% | 1336 | -35 | -1.88% | Q1 2026 | Apr 22, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,824 | 177 | 0.09% | 0.09% | 1335 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Added to | 1,791 | 174 | 0.03% | 0.03% | 1337 | +304 | 20.44% | Q1 2026 | May 11, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 1,759 | 171 | 0.03% | 0.03% | 1338 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Olistico Wealth, LLC | History | No change | 1,708 | 166 | 0.08% | 0.08% | 1339 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,696 | 165 | 0.05% | 0.04% | 1340 | +59 | 3.6% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,675 | 162 | 0.0% | 0.0% | 1341 | -1,824 | -52.13% | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,663 | 161 | 0.02% | 0.01% | 1342 | +638 | 62.24% | Q1 2026 | Apr 23, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,579 | 158 | 0.0% | 0.0% | 1343 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cetera Trust Company, N.A | History | No change | 1,635 | 158 | 0.09% | 0.08% | 1344 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 1015 Capital Partners, LLC | History | No change | 1,627 | 158 | 0.15% | 0.15% | 1345 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avalon Trust Co | History | Added to | 1,596 | 155 | 0.01% | 0.01% | 1347 | +596 | 59.6% | Q1 2026 | May 06, 2026 |
| Capital Investment Counsel, Inc | History | No change | 1,598 | 155 | 0.02% | 0.02% | 1346 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Freedom, LLC | History | Added to | 1,540 | 149 | 0.07% | 0.07% | 1349 | +2 | 0.13% | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | No change | 1,539 | 149 | 0.02% | 0.02% | 1348 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1,500 | 145 | 0.11% | 0.11% | 1350 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Key FInancial Inc | History | Added to | 1,477 | 143 | 0.03% | 0.01% | 1351 | +1,054 | 249.17% | Q1 2026 | Apr 24, 2026 |
| LRI Investments, LLC | History | Reduced | 1,460 | 141 | 0.01% | 0.02% | 1352 | -800 | -35.4% | Q1 2026 | Apr 30, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 1,450 | 140 | 0.13% | 0.13% | 1353 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,438 | 139 | 0.01% | 0.01% | 1354 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CNB Bank | History | No change | 1,425 | 138 | 0.06% | 0.06% | 1355 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,420 | 138 | 0.05% | 0.05% | 1356 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 1,373 | 133 | 0.3% | 0.28% | 1357 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,352 | 131 | 0.0% | 0.0% | 1358 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | No change | 1,308 | 127 | 0.02% | 0.02% | 1359 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,292 | 125 | 0.02% | 0.02% | 1360 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,284 | 124 | 0.0% | 0.0% | 1361 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | No change | 1,234 | 119 | 0.01% | 0.01% | 1362 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Perspectives, Inc | History | No change | 1,214 | 118 | 0.03% | 0.03% | 1363 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,209 | 117 | 0.01% | 0.01% | 1364 | -497 | -29.13% | Q1 2026 | May 05, 2026 |
| Covenant Partners, LLC | History | No change | 1,162 | 111 | 0.03% | 0.03% | 1365 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Truvestments Capital LLC | History | No change | 1,140 | 110 | 0.02% | 0.02% | 1366 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,123 | 109 | 0.0% | 0.0% | 1367 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Align Financial, LLC | History | Reduced | 1,121 | 108 | 0.06% | 0.06% | 1368 | -106,751 | -98.96% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Added to | 1,099 | 107 | 0.0% | 0.0% | 1369 | +231 | 26.61% | Q1 2026 | Apr 06, 2026 |
| New Republic Capital, LLC | History | Reduced | 1,050 | 102 | 0.03% | 0.1% | 1370 | -2,752 | -72.38% | Q1 2026 | May 01, 2026 |
| West Financial Advisors, LLC | History | No change | 1,043 | 101 | 0.02% | 0.02% | 1371 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 1,038 | 100 | 0.05% | 0.05% | 1372 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,034 | 100 | 0.04% | 0.04% | 1373 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,035 | 98 | 0.0% | 0.0% | 1374 | +60 | 6.15% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | No change | 1,000 | 97 | 0.07% | 0.07% | 1375 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 997 | 96 | 0.07% | 0.06% | 1376 | +1 | 0.1% | Q1 2026 | Apr 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 965 | 93 | 0.03% | 0.04% | 1378 | -192 | -16.59% | Q1 2026 | Apr 14, 2026 |
| Security National Bank | History | No change | 960 | 93 | 0.01% | 0.01% | 1377 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Stephens Consulting, LLC | History | No change | 962 | 92 | 0.03% | 0.03% | 1379 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 932 | 90 | 0.03% | — | 1380 | +932 | New | Q1 2026 | Apr 13, 2026 |
| Global Assets Advisory, LLC | History | New | 631 | 89 | 0.03% | — | 1382 | +631 | New | Q1 2026 | May 01, 2026 |
| Morse Asset Management, Inc | History | Reduced | 918 | 89 | 0.02% | 0.02% | 1381 | -2 | -0.22% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 914 | 88 | 0.09% | 0.12% | 1383 | -343 | -27.29% | Q1 2026 | May 01, 2026 |
| Asset Dedication, LLC | History | No change | 887 | 85 | 0.01% | 0.01% | 1384 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | Reduced | 848 | 82 | 0.0% | 0.0% | 1385 | -17 | -1.97% | Q1 2026 | Apr 28, 2026 |
| Corsicana & Co. | History | No change | 948 | 80 | 0.05% | 0.05% | 1386 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 800 | 77 | 0.01% | — | 1389 | +800 | New | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 793 | 77 | 0.02% | 0.02% | 1387 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Roxbury Financial LLC | History | No change | 795 | 77 | 0.07% | 0.07% | 1388 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 784 | 76 | 0.01% | 0.01% | 1390 | -186 | -19.18% | Q1 2026 | Apr 06, 2026 |
| Select Equity Group, L.P. | History | Reduced | 753 | 73 | 0.0% | 0.0% | 1391 | -10,880 | -93.53% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 749 | 72 | 0.02% | 0.02% | 1392 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 738 | 71 | 0.02% | 0.02% | 1393 | -1 | -0.14% | Q1 2026 | Apr 06, 2026 |
| Redwood Park Advisors LLC | History | Added to | 740 | 71 | 0.05% | 0.05% | 1394 | +1 | 0.14% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 713 | 69 | 0.0% | 0.0% | 1395 | -53 | -6.92% | Q1 2026 | May 01, 2026 |
| Nova Wealth Management, Inc. | History | New | 709 | 68 | 0.04% | — | 1396 | +709 | New | Q1 2026 | Apr 14, 2026 |
| Ransom Advisory, Ltd | History | No change | 706 | 67 | 0.03% | 0.03% | 1397 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 704 | 66 | 0.0% | — | 1400 | +704 | New | Q1 2026 | May 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 686 | 66 | 0.02% | 0.02% | 1398 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 687 | 66 | 0.05% | 0.06% | 1399 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| American Capital Advisory, LLC | History | No change | 675 | 65 | 0.03% | 0.03% | 1401 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 668 | 64 | 0.02% | 0.03% | 1402 | -248 | -27.07% | Q1 2026 | Apr 23, 2026 |
| WealthCollab, LLC | History | No change | 664 | 64 | 0.03% | 0.03% | 1403 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 668 | 64 | 0.01% | 0.01% | 1404 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 651 | 63 | 0.03% | 0.07% | 1405 | -632 | -49.26% | Q1 2026 | May 13, 2026 |
| Colony Family Offices, LLC | History | No change | 638 | 62 | 0.02% | 0.02% | 1406 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 600 | 58 | 0.0% | 0.0% | 1408 | +45 | 8.11% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | No change | 603 | 58 | 0.01% | 0.01% | 1407 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Planning Project LLC | History | No change | 610 | 58 | 0.01% | 0.01% | 1409 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vision Retirement, LLC | History | Reduced | 595 | 57 | 0.02% | 0.02% | 1410 | -184 | -23.62% | Q1 2026 | May 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 581 | 56 | 0.03% | 0.03% | 1412 | -12 | -2.02% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | Reduced | 584 | 56 | 0.04% | 0.04% | 1413 | -3 | -0.51% | Q1 2026 | May 04, 2026 |
| Providence Capital Advisors, LLC | History | No change | 580 | 56 | 0.01% | 0.01% | 1411 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 562 | 54 | 0.01% | 0.01% | 1414 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PlanVest Financial, Inc | History | New | 542 | 52 | 0.04% | — | 1416 | +542 | New | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 536 | 52 | 0.0% | 0.0% | 1415 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Crews Bank & Trust | History | No change | 525 | 51 | 0.01% | 0.01% | 1417 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 509 | 49 | 0.01% | — | 1419 | +509 | New | Q1 2026 | May 05, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 509 | 49 | 0.01% | 0.01% | 1418 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 497 | 48 | 0.0% | 0.01% | 1420 | -154 | -23.66% | Q1 2026 | Apr 20, 2026 |
| Bank of New Hampshire | History | No change | 500 | 48 | 0.01% | 0.01% | 1421 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 500 | 48 | 0.01% | 0.01% | 1422 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SIMA Wealth Partners, LLC | History | New | 486 | 47 | 0.04% | — | 1426 | +486 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 488 | 47 | 0.01% | 0.02% | 1423 | -203 | -29.38% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Management Group, LLC | History | No change | 488 | 47 | 0.01% | 0.01% | 1424 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 493 | 47 | 0.03% | 0.03% | 1425 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Addison Advisors LLC | History | New | 476 | 46 | 0.01% | — | 1427 | +476 | New | Q1 2026 | May 08, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 464 | 45 | 0.02% | — | 1429 | +464 | New | Q1 2026 | May 08, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 466 | 45 | 0.03% | 0.03% | 1428 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Realta Investment Advisors | History | Added to | 459 | 44 | 0.02% | 0.01% | 1430 | +58 | 14.46% | Q1 2026 | Apr 22, 2026 |
| Provident Wealth Management, LLC | History | No change | 460 | 44 | 0.01% | 0.01% | 1431 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Basepoint Wealth LLC | History | Added to | 443 | 43 | 0.02% | 0.03% | 1433 | +1 | 0.23% | Q1 2026 | May 07, 2026 |
| Pacific Center for Financial Services | History | No change | 448 | 43 | 0.01% | 0.01% | 1432 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dorato Capital Management | History | No change | 429 | 43 | 0.03% | 0.03% | 1434 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TD Capital Management LLC | History | Added to | 438 | 42 | 0.0% | 0.0% | 1435 | +1 | 0.23% | Q1 2026 | May 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 418 | 40 | 0.0% | 0.0% | 1436 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 406 | 39 | 0.01% | 0.01% | 1437 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 399 | 38 | 0.02% | 0.02% | 1438 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Scarborough Advisors, LLC | History | New | 388 | 37 | 0.0% | — | 1440 | +388 | New | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 384 | 37 | 0.0% | 0.0% | 1439 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Synergy Investment Management, LLC | History | New | 377 | 36 | 0.01% | — | 1443 | +377 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 377 | 36 | 0.0% | 0.0% | 1441 | +55 | 17.08% | Q1 2026 | Apr 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 379 | 36 | 0.01% | 0.01% | 1442 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 362 | 35 | 0.0% | 0.0% | 1444 | -13 | -3.47% | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 336 | 34 | 0.04% | 0.04% | 1445 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Reflection Asset Management | History | No change | 336 | 32 | 0.02% | 0.02% | 1446 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| True Link Financial Advisors, LLC | History | New | 322 | 31 | 0.0% | — | 1449 | +322 | New | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 325 | 31 | 0.02% | 0.02% | 1447 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 320 | 31 | 0.02% | 0.02% | 1448 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Frazier Financial Advisors, LLC | History | New | 314 | 30 | 0.02% | — | 1451 | +314 | New | Q1 2026 | May 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 312 | 30 | 0.0% | 0.0% | 1450 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 300 | 29 | 0.01% | 0.01% | 1452 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 305 | 29 | 0.0% | 0.0% | 1453 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 292 | 28 | 0.0% | 0.0% | 1454 | -123 | -29.64% | Q1 2026 | May 01, 2026 |
| NFSG Corp | History | Added to | 280 | 27 | 0.0% | 0.0% | 1455 | +135 | 93.1% | Q1 2026 | May 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 267 | 25 | 0.0% | — | 1456 | +267 | New | Q1 2026 | Apr 08, 2026 |
| Nemes Rush Group LLC | History | Added to | 249 | 24 | 0.0% | 0.0% | 1457 | +1 | 0.4% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 228 | 23 | 0.0% | 0.0% | 1458 | +104 | 83.87% | Q1 2026 | May 06, 2026 |
| Evolution Advisers, Inc. | History | New | 233 | 22 | 0.01% | — | 1459 | +233 | New | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | No change | 216 | 21 | 0.0% | 0.0% | 1460 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 222 | 21 | 0.0% | 0.0% | 1461 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RMG Wealth Management LLC | History | New | 193 | 20 | 0.0% | — | 1463 | +193 | New | Q1 2026 | May 14, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 206 | 20 | 0.06% | 0.05% | 1462 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 204 | 19 | 0.0% | 0.0% | 1466 | -31 | -13.19% | Q1 2026 | Apr 08, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 196 | 19 | 0.0% | 0.0% | 1465 | +10 | 5.38% | Q1 2026 | May 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 19 | 0.0% | 0.0% | 1464 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Napier Financial, LLC | History | New | 190 | 18 | 0.0% | — | 1470 | +190 | New | Q1 2026 | May 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 192 | 18 | 0.0% | 0.0% | 1467 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 190 | 18 | 0.01% | 0.01% | 1468 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 190 | 18 | 0.01% | 0.01% | 1469 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 182 | 17 | 0.0% | 0.01% | 1472 | -962 | -84.09% | Q1 2026 | May 19, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 185 | 17 | 0.01% | — | 1474 | +185 | New | Q1 2026 | May 11, 2026 |
| Burk Holdings LLC | History | New | 182 | 17 | 0.01% | — | 1475 | +182 | New | Q1 2026 | May 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 176 | 17 | 0.0% | 0.0% | 1473 | +45 | 34.35% | Q1 2026 | May 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 180 | 17 | 0.0% | 0.0% | 1471 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ATWOOD & PALMER INC | History | New | 165 | 16 | 0.0% | — | 1478 | +165 | New | Q1 2026 | Apr 15, 2026 |
| Sankala Group LLC | History | Added to | 174 | 16 | 0.01% | 0.01% | 1477 | +62 | 55.36% | Q1 2026 | Mar 31, 2026 |
| Eukles Asset Management | History | No change | 166 | 16 | 0.01% | 0.01% | 1476 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Added to | 162 | 15 | 0.0% | 0.0% | 1479 | +146 | 912.5% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 159 | 15 | 0.0% | 0.0% | 1480 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 149 | 14 | 0.01% | 0.01% | 1481 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SRH ADVISORS, LLC | History | No change | 144 | 14 | 0.0% | 0.0% | 1482 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 154 | 14 | 0.0% | 0.0% | 1483 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 148 | 14 | 0.01% | 0.01% | 1484 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JPL Wealth Management, LLC | History | New | 134 | 13 | 0.0% | — | 1487 | +134 | New | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 139 | 13 | 0.0% | 0.0% | 1485 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 141 | 13 | 0.0% | 0.01% | 1486 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Park Place Capital Corp | History | Reduced | 131 | 12 | 0.0% | 0.06% | 1491 | -2,732 | -95.42% | Q1 2026 | Apr 09, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 126 | 12 | 0.0% | 0.0% | 1490 | -13 | -9.35% | Q1 2026 | Apr 29, 2026 |
| Main Management LLC | History | No change | 119 | 12 | 0.0% | 0.0% | 1488 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NWK Group, Inc. | History | No change | 128 | 12 | 0.0% | 0.0% | 1489 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 121 | 11 | 0.0% | — | 1492 | +121 | New | Q1 2026 | Apr 20, 2026 |
| Wealth Science Advisors LLC | History | New | 106 | 10 | 0.01% | — | 1498 | +106 | New | Q1 2026 | Apr 08, 2026 |
| Kozak & Associates, Inc. | History | No change | 105 | 10 | 0.0% | 0.0% | 1493 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Avion Wealth | History | No change | 113 | 10 | 0.0% | 0.0% | 1494 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Wealth Strategies & Associates | History | No change | 111 | 10 | 0.0% | 0.0% | 1495 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 109 | 10 | 0.0% | 0.0% | 1496 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of Jackson Hole Trust | History | No change | 108 | 10 | 0.0% | 0.0% | 1497 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 94 | 9 | 0.0% | 0.0% | 1502 | +56 | 147.37% | Q1 2026 | Apr 06, 2026 |
| MOTCO | History | No change | 100 | 9 | 0.0% | 0.0% | 1499 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 101 | 9 | 0.0% | 0.0% | 1500 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 96 | 9 | 0.01% | 0.01% | 1501 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Pandora Wealth, Inc. | History | No change | 100 | 9 | 0.01% | 0.01% | 1503 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 81 | 7 | 0.0% | 0.03% | 1504 | -696 | -89.58% | Q1 2026 | Apr 14, 2026 |
| Archer Investment Corp | History | New | 79 | 7 | 0.0% | — | 1508 | +79 | New | Q1 2026 | May 04, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 71 | 7 | 0.0% | 0.0% | 1505 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 74 | 7 | 0.01% | 0.01% | 1506 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 78 | 7 | 0.0% | 0.0% | 1507 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HORIZON BANCORP INC /IN/ | History | New | 59 | 6 | 0.0% | — | 1509 | +59 | New | Q1 2026 | Apr 22, 2026 |
| Valued Wealth Advisors LLC | History | No change | 52 | 5 | 0.0% | 0.0% | 1510 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wallace Hart LLC | History | No change | 58 | 5 | 0.01% | 0.0% | 1511 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 43 | 4 | 0.0% | 0.01% | 1512 | -244 | -85.02% | Q1 2026 | May 01, 2026 |
| Clark Wealth Partners | History | New | 46 | 4 | 0.0% | — | 1516 | +46 | New | Q1 2026 | May 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 44 | 4 | 0.0% | — | 1517 | +44 | New | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 1513 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Networth Advisors, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 1514 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 45 | 4 | 0.0% | 0.0% | 1515 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| YANKCOM Partnership | History | Reduced | 39 | 3 | 0.0% | 0.0% | 1520 | -32 | -45.07% | Q1 2026 | Apr 20, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 1518 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 39 | 3 | 0.0% | 0.0% | 1519 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 22 | 2 | 0.0% | 0.04% | 1523 | -788 | -97.28% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 22 | 2 | 0.0% | 0.01% | 1522 | -369 | -94.37% | Q1 2026 | Apr 24, 2026 |
| Hilltop National Bank | History | Reduced | 23 | 2 | 0.0% | 0.0% | 1524 | -64 | -73.56% | Q1 2026 | Apr 02, 2026 |
| Sellwood Investment Partners LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 1521 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Financial Management LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 1525 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 16 | 1 | 0.0% | 0.0% | 1527 | -6,479 | -99.75% | Q1 2026 | May 15, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 18 | 1 | 0.0% | — | 1534 | +18 | New | Q1 2026 | Apr 16, 2026 |
| Wagner Wealth Management, LLC | History | New | 17 | 1 | 0.0% | — | 1533 | +17 | New | Q1 2026 | Apr 24, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 12 | 1 | 0.0% | — | 1532 | +12 | New | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 1529 | -2 | -9.09% | Q1 2026 | May 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 1526 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Caitlin John, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 1528 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 17 | 1 | 0.02% | 0.02% | 1530 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 10Elms LLP | History | No change | 20 | 1 | 0.0% | 0.0% | 1531 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -299,318 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -124,264 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -108,050 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -94,358 | -100.0% | Q1 2026 | May 01, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -80,192 | -100.0% | Q1 2026 | May 21, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -37,058 | -100.0% | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -36,726 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -26,696 | -100.0% | Q1 2026 | May 07, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,721 | -100.0% | Q1 2026 | May 01, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -19,213 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FMB WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.71% | — | -18,651 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 1.46% | — | -15,871 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14,531 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -12,247 | -100.0% | Q1 2026 | May 15, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -11,654 | -100.0% | Q1 2026 | May 15, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,451 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,390 | -100.0% | Q1 2026 | May 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,296 | -100.0% | Q1 2026 | May 12, 2026 |
| Northstar Financial Companies, Inc. | History | Closed out | 0 | 0 | — | 0.4% | — | -5,255 | -100.0% | Q1 2026 | May 05, 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | History | Closed out | 0 | 0 | — | 0.18% | — | -5,220 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.04% | — | -5,180 | -100.0% | Q1 2026 | Apr 24, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,721 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,563 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,474 | -100.0% | Q1 2026 | Apr 08, 2026 |
| ERn Financial, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,416 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Shelter Mutual Insurance Co | History | Closed out | 0 | 0 | — | 0.09% | — | -3,980 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,695 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,677 | -100.0% | Q1 2026 | May 08, 2026 |
| Boston Common Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,602 | -100.0% | Q1 2026 | May 07, 2026 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -3,399 | -100.0% | Q1 2026 | Apr 17, 2026 |
| SmartHarvest Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,388 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,250 | -100.0% | Q1 2026 | May 13, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,216 | -100.0% | Q1 2026 | May 07, 2026 |
| CFS Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,969 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Factor Wealth Management LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -2,900 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Davis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,868 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,807 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,734 | -100.0% | Q1 2026 | May 07, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,720 | -100.0% | Q1 2026 | May 14, 2026 |
| Sovereign Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,554 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -2,462 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.03% | — | -2,447 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,436 | -100.0% | Q1 2026 | May 05, 2026 |
| GDS Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -2,425 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,305 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Closed out | 0 | 0 | — | 0.01% | — | -2,282 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Horizon Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,183 | -100.0% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,173 | -100.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL LIFE ADVISORS | History | Closed out | 0 | 0 | — | 0.06% | — | -2,118 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.13% | — | -2,090 | -100.0% | Q1 2026 | May 14, 2026 |
| Phillips Wealth Planners LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,036 | -100.0% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,005 | -100.0% | Q1 2026 | May 01, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,968 | -100.0% | Q1 2026 | Apr 29, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,804 | -100.0% | Q1 2026 | May 15, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,380 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,276 | -100.0% | Q1 2026 | May 15, 2026 |
| Mechanics Financial Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -1,127 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,124 | -100.0% | Q1 2026 | May 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -887 | -100.0% | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -876 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -604 | -100.0% | Q1 2026 | May 01, 2026 |
| Morling Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -600 | -100.0% | Q1 2026 | May 06, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -560 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -431 | -100.0% | Q1 2026 | May 11, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -390 | -100.0% | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q1 2026 | May 01, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -245 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Howard Capital Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 15, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | May 06, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | May 12, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -60 | -89.55% | Q1 2026 | May 15, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 07, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | Apr 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 17, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |