iSHARES TRUST - IWS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 8,065,380 | 1,175,448 | 0.07% | 0.07% | 1 | -6,125 | -0.08% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 7,702,234 | 1,102,933 | 0.53% | 0.83% | 2 | -2,006,111 | -20.66% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,933,330 | 573,243 | 0.11% | 0.1% | 3 | +15,929 | 0.41% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,567,568 | 519,937 | 0.04% | 0.04% | 4 | -668,505 | -15.78% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,782,303 | 405,492 | 2.24% | 1.41% | 5 | -74,231 | -2.6% | Q1 2026 | Apr 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,673,419 | 389,624 | 1.5% | — | 6 | +2,673,419 | New | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,666,348 | 388,593 | 8.18% | 8.05% | 7 | -66,027 | -2.42% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,376,742 | 346,386 | 0.06% | 0.05% | 8 | -13,914 | -0.58% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,034,314 | 296,481 | 0.36% | 0.35% | 9 | -55,601 | -2.66% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Reduced | 1,980,452 | 288,631 | 1.4% | 1.55% | 10 | -4,313 | -0.22% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 1,927,770 | 280,953 | 0.01% | 0.01% | 11 | -6,738 | -0.35% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,865,296 | 271,848 | 0.38% | 0.37% | 12 | -120,100 | -6.05% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 1,778,173 | 259,150 | 0.04% | 0.04% | 13 | +138,231 | 8.43% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Reduced | 1,478,807 | 215,521 | 0.41% | 0.42% | 14 | -71,749 | -4.63% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,251,682 | 182,420 | 0.11% | 0.1% | 15 | -30,350 | -2.37% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 1,246,982 | 181,735 | 0.05% | 0.05% | 16 | +36,447 | 3.01% | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 1,023,739 | 149,199 | 3.18% | 2.99% | 17 | +18,611 | 1.85% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 992,650 | 144,807 | 0.03% | 0.04% | 18 | -115,804 | -10.45% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 947,543 | 138,094 | 8.9% | 6.18% | 19 | -1,029 | -0.11% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 941,353 | 137,192 | 0.04% | 0.04% | 20 | -65,423 | -6.5% | Q1 2026 | May 04, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 770,873 | 112,347 | 0.95% | 0.89% | 21 | -11,385 | -1.46% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 787,533 | 112,050 | 0.01% | 0.01% | 22 | -9,136 | -1.15% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 406,855 | 104,179 | 0.67% | 0.39% | 23 | -2,055 | -0.5% | Q1 2026 | May 15, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 713,481 | 103,982 | 6.63% | 6.71% | 24 | +1,169 | 0.16% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 683,625 | 99,645 | 1.25% | 1.48% | 25 | -157,073 | -18.68% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 648,853 | 94,563 | 0.03% | 0.03% | 26 | -3,182 | -0.49% | Q1 2026 | May 14, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 606,826 | 88,438 | 10.16% | 10.27% | 27 | -100,047 | -14.15% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | Added to | 545,471 | 79,497 | 3.11% | 2.91% | 28 | +5,789 | 1.07% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 437,111 | 63,704 | 0.09% | 0.08% | 29 | -2,411 | -0.55% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 431,101 | 62,828 | 0.07% | 0.07% | 30 | -1,136 | -0.26% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 429,682 | 62,621 | 3.46% | 3.62% | 31 | -27,437 | -6.0% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 380,308 | 55,426 | 0.3% | 0.31% | 32 | +2,827 | 0.75% | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | New | 357,500 | 52,102 | 2.78% | — | 33 | +357,500 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 321,226 | 46,815 | 0.14% | 0.13% | 34 | +20,686 | 6.88% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Reduced | 315,369 | 45,961 | 1.0% | 1.06% | 35 | -3,992 | -1.25% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 296,327 | 43,186 | 0.02% | 0.0% | 36 | +249,585 | 533.96% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 293,064 | 42,640 | 0.05% | 0.05% | 37 | -24,004 | -7.57% | Q1 2026 | May 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 278,371 | 40,569 | 1.15% | 1.29% | 38 | -36,419 | -11.57% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 255,119 | 39,699 | 0.89% | 0.96% | 39 | -8,223 | -3.12% | Q1 2026 | May 04, 2026 |
| SVB WEALTH LLC | History | Reduced | 261,202 | 38,067 | 2.51% | 2.18% | 40 | -1,424 | -0.54% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 259,124 | 37,764 | 0.05% | 0.03% | 41 | +115,888 | 80.91% | Q1 2026 | May 13, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 252,907 | 36,858 | 1.31% | 1.21% | 42 | +17,725 | 7.54% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 251,582 | 36,665 | 7.17% | 6.91% | 43 | -2,453 | -0.97% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 241,839 | 35,245 | 0.02% | 0.02% | 44 | +5,063 | 2.14% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 241,074 | 35,134 | 0.04% | 0.04% | 45 | +4,563 | 1.93% | Q1 2026 | May 14, 2026 |
| LPWM LLC | History | Reduced | 226,691 | 33,037 | 8.34% | 8.24% | 46 | -4,870 | -2.1% | Q1 2026 | Apr 08, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 221,510 | 32,283 | 0.57% | 0.56% | 47 | -15,427 | -6.51% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 218,629 | 31,863 | 0.03% | 0.03% | 48 | +84 | 0.04% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 216,645 | 31,573 | 1.92% | 1.14% | 49 | -3,154,665 | -93.57% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 203,918 | 29,718 | 0.05% | 0.05% | 50 | +84,906 | 71.34% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 202,955 | 29,590 | 0.04% | 0.03% | 51 | +41,588 | 25.77% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 198,559 | 28,937 | 0.11% | 0.1% | 52 | -1,102 | -0.55% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 195,387 | 28,475 | 0.0% | 0.0% | 53 | +78,342 | 66.93% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 180,890 | 26,362 | 2.31% | 2.53% | 54 | -24,649 | -11.99% | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 178,501 | 26,014 | 0.52% | 0.44% | 55 | +6,562 | 3.82% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 177,890 | 25,925 | 0.05% | 0.05% | 56 | -20,342 | -10.26% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 177,514 | 25,870 | 0.19% | 0.19% | 57 | -730 | -0.41% | Q1 2026 | May 12, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 165,570 | 25,198 | 3.19% | 3.16% | 58 | -1,528 | -0.91% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 171,130 | 24,940 | 0.09% | 0.09% | 59 | +12,410 | 7.82% | Q1 2026 | Apr 30, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 170,676 | 24,874 | 2.53% | 2.49% | 60 | -3,706 | -2.13% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 169,103 | 24,645 | 0.04% | 0.04% | 61 | +1,400 | 0.83% | Q1 2026 | May 14, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 164,471 | 23,970 | 8.5% | 7.68% | 62 | +8,815 | 5.66% | Q1 2026 | Apr 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 164,113 | 23,917 | 0.03% | — | 63 | +164,113 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 163,760 | 23,098 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 152,784 | 22,270 | 0.17% | 0.15% | 65 | +8,271 | 5.72% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 151,996 | 22,151 | 0.08% | 0.07% | 66 | -6,480 | -4.09% | Q1 2026 | May 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 151,776 | 22,119 | 3.58% | 3.47% | 67 | -432 | -0.28% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 143,113 | 20,857 | 2.56% | 2.49% | 68 | -1,381 | -0.96% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 140,799 | 20,523 | 0.02% | 0.02% | 69 | +751 | 0.54% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 133,277 | 19,423 | 0.01% | 0.01% | 70 | -5,816 | -4.18% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 131,986 | 19,165 | 0.03% | 0.02% | 71 | -69,236 | -34.41% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 128,659 | 18,750 | 0.03% | 0.03% | 72 | +3,397 | 2.71% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 128,308 | 18,699 | 0.53% | 0.56% | 73 | -19,463 | -13.17% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 125,473 | 18,286 | 0.35% | 0.26% | 74 | +10,991 | 9.6% | Q1 2026 | Apr 22, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 125,594 | 17,870 | 10.47% | 9.75% | 75 | -89 | -0.07% | Q1 2026 | Apr 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 120,612 | 17,578 | 0.09% | 0.09% | 76 | -737 | -0.61% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 117,673 | 17,149 | 1.11% | 1.08% | 77 | +907 | 0.78% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Reduced | 116,455 | 16,972 | 0.07% | 0.07% | 78 | -307 | -0.26% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 115,894 | 16,890 | 0.0% | 0.0% | 79 | -5,347 | -4.41% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 114,135 | 16,634 | 0.46% | 0.42% | 80 | +6,716 | 6.25% | Q1 2026 | May 04, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 113,106 | 16,484 | 0.73% | 0.71% | 81 | +1,945 | 1.75% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 112,144 | 16,343 | 0.01% | 0.01% | 82 | +4,195 | 3.89% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 108,057 | 15,748 | 0.12% | 0.12% | 83 | +460 | 0.43% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 104,483 | 15,227 | 0.33% | 0.32% | 84 | +3,498 | 3.46% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 98,615 | 14,372 | 4.11% | 0.16% | 85 | +95,691 | 3272.61% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 98,615 | 14,372 | 4.11% | 4.14% | 86 | +3,519 | 3.7% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | Added to | 93,493 | 13,625 | 1.61% | 1.55% | 87 | +2,206 | 2.42% | Q1 2026 | Apr 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 92,925 | 13,542 | 0.57% | 0.55% | 88 | +5,805 | 6.66% | Q1 2026 | Apr 30, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 92,615 | 13,497 | 4.63% | 6.53% | 89 | -47,178 | -33.75% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 94,134 | 13,277 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BOKF, NA | History | Reduced | 88,741 | 12,933 | 0.2% | 0.2% | 91 | -1,708 | -1.89% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 88,647 | 12,919 | 0.07% | 0.07% | 92 | -3,513 | -3.81% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 85,207 | 12,418 | 0.0% | 0.0% | 93 | -5,100 | -5.65% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 85,121 | 12,405 | 0.1% | 0.1% | 94 | -1,764 | -2.03% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 82,787 | 12,065 | 0.11% | 0.15% | 95 | -1,591 | -1.89% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 81,606 | 11,893 | 0.15% | 0.14% | 96 | +2,066 | 2.6% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Reduced | 80,966 | 11,799 | 0.06% | 0.07% | 97 | -258 | -0.32% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 74,663 | 11,643 | 0.15% | 0.15% | 98 | -5,735 | -7.13% | Q1 2026 | May 06, 2026 |
| One Capital Management, LLC | History | Reduced | 77,058 | 11,230 | 0.31% | 0.38% | 99 | -12,775 | -14.22% | Q1 2026 | May 12, 2026 |
| LifeWealth Investments, LLC | History | Added to | 76,894 | 11,206 | 3.34% | 2.97% | 100 | +10,337 | 15.53% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 76,849 | 11,200 | 0.0% | 0.0% | 101 | +10,625 | 16.04% | Q1 2026 | May 05, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 75,215 | 10,961 | 2.1% | 2.0% | 102 | +410 | 0.55% | Q1 2026 | Apr 09, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 74,147 | 10,806 | 0.3% | 0.3% | 103 | -485 | -0.65% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 70,638 | 10,294 | 0.03% | 0.03% | 104 | -2,717 | -3.7% | Q1 2026 | May 14, 2026 |
| Corundum Group, Inc. | History | Added to | 68,811 | 10,028 | 3.35% | 3.21% | 105 | +924 | 1.36% | Q1 2026 | Apr 20, 2026 |
| XML Financial, LLC | History | Added to | 67,792 | 9,880 | 0.8% | 0.78% | 106 | +131 | 0.19% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 66,533 | 9,696 | 0.03% | 0.03% | 107 | -9,609 | -12.62% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Reduced | 65,763 | 9,647 | 0.05% | 0.06% | 108 | -13,394 | -16.92% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 65,325 | 9,631 | 0.02% | 0.02% | 109 | -24,566 | -27.33% | Q1 2026 | Apr 08, 2026 |
| Sentinel Advisory Group, LLC | History | New | 65,328 | 9,520 | 4.64% | — | 110 | +65,328 | New | Q1 2026 | May 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 65,309 | 9,518 | 1.09% | 1.11% | 111 | -3,053 | -4.47% | Q1 2026 | May 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 64,497 | 9,399 | 3.86% | 3.67% | 112 | -1,557 | -2.36% | Q1 2026 | Apr 23, 2026 |
| MidFirst Bank | History | Reduced | 63,432 | 9,244 | 0.76% | 0.73% | 113 | -1,960 | -3.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 62,839 | 9,158 | 0.07% | 0.08% | 114 | -7,985 | -11.27% | Q1 2026 | Apr 07, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 61,606 | 8,978 | 0.04% | 0.13% | 115 | -145,260 | -70.22% | Q1 2026 | May 15, 2026 |
| CONNING INC. | History | Added to | 59,718 | 8,703 | 0.29% | 0.23% | 116 | +11,676 | 24.3% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Reduced | 57,649 | 8,401 | 0.12% | 0.12% | 117 | -7,224 | -11.14% | Q1 2026 | May 11, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 56,398 | 8,219 | 0.86% | 0.89% | 118 | -1,159 | -2.01% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 55,480 | 8,085 | 0.04% | 0.04% | 119 | +862 | 1.58% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 54,863 | 7,995 | 0.04% | 0.04% | 120 | -279 | -0.51% | Q1 2026 | May 05, 2026 |
| FineMark National Bank & Trust | History | No change | 56,530 | 7,973 | 0.25% | 0.25% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 54,103 | 7,884 | 2.92% | 2.83% | 122 | -734 | -1.34% | Q1 2026 | May 04, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 53,046 | 7,730 | 0.96% | 0.93% | 123 | -943 | -1.75% | Q1 2026 | Apr 08, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 52,760 | 7,689 | 2.65% | 2.56% | 124 | +68 | 0.13% | Q1 2026 | Apr 23, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 52,609 | 7,667 | 0.16% | 0.15% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 50,732 | 7,417 | 0.78% | 0.32% | 126 | +33,595 | 196.04% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 50,662 | 7,383 | 0.0% | 0.0% | 127 | +17,811 | 54.22% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 50,516 | 7,362 | 0.27% | 0.04% | 128 | +42,440 | 525.51% | Q1 2026 | Apr 20, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 50,498 | 7,359 | 0.54% | 0.51% | 129 | -141 | -0.28% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 50,161 | 7,310 | 0.02% | 0.02% | 130 | +5,565 | 12.48% | Q1 2026 | Apr 30, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 48,330 | 7,043 | 0.96% | 0.96% | 131 | -1,236 | -2.49% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 47,588 | 6,935 | 0.08% | 0.08% | 132 | -338 | -0.71% | Q1 2026 | May 06, 2026 |
| Accredited Investors Inc. | History | Reduced | 46,804 | 6,821 | 0.37% | 0.37% | 133 | -2,900 | -5.83% | Q1 2026 | Apr 30, 2026 |
| TICINO WEALTH | History | Reduced | 39,002 | 6,711 | 2.33% | 2.25% | 134 | -4,105 | -9.52% | Q1 2026 | Apr 22, 2026 |
| Monument Capital Management | History | New | 45,930 | 6,693 | 1.68% | — | 135 | +45,930 | New | Q1 2026 | Apr 15, 2026 |
| Processus Wealth & Capital Management, LLC | History | Reduced | 45,898 | 6,689 | 4.54% | 4.27% | 136 | -59 | -0.13% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 44,591 | 6,498 | 0.1% | 0.11% | 137 | -146 | -0.33% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 44,200 | 6,441 | 0.0% | 0.0% | 138 | +32,000 | 262.3% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 43,199 | 6,295 | 0.17% | 0.17% | 139 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Reduced | 43,104 | 6,281 | 0.28% | 0.3% | 140 | -3,162 | -6.83% | Q1 2026 | May 08, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 41,939 | 6,112 | 0.02% | 0.05% | 141 | -63,053 | -60.06% | Q1 2026 | May 14, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 41,499 | 6,048 | 2.19% | 2.13% | 142 | +863 | 2.12% | Q1 2026 | Apr 27, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 40,670 | 5,927 | 1.18% | 1.15% | 143 | +1,680 | 4.31% | Q1 2026 | Apr 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 40,134 | 5,849 | 0.0% | 0.0% | 144 | +26,077 | 185.51% | Q1 2026 | May 13, 2026 |
| Aldebaran Capital, LLC | History | Reduced | 40,125 | 5,847 | 4.47% | 5.08% | 145 | -52 | -0.13% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 39,569 | 5,766 | 0.01% | 0.01% | 146 | -4,532 | -10.28% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 39,092 | 5,697 | 0.07% | 0.07% | 147 | -1,873 | -4.57% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 38,633 | 5,630 | 0.32% | 0.31% | 148 | +2,171 | 5.95% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 38,352 | 5,589 | 0.03% | 0.03% | 149 | -1,659 | -4.15% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | New | 38,288 | 5,580 | 0.82% | — | 150 | +38,288 | New | Q1 2026 | May 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 37,993 | 5,537 | 0.12% | 0.12% | 151 | -2,515 | -6.21% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Added to | 37,945 | 5,530 | 0.07% | 0.06% | 152 | +2,028 | 5.65% | Q1 2026 | May 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 37,647 | 5,486 | 1.95% | 1.9% | 153 | -915 | -2.37% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 37,479 | 5,462 | 0.05% | 0.05% | 154 | -7 | -0.02% | Q1 2026 | Apr 13, 2026 |
| Stratos Investment Management, LLC | History | New | 36,654 | 5,341 | 0.21% | — | 155 | +36,654 | New | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 36,183 | 5,273 | 0.01% | 0.01% | 156 | +11,469 | 46.41% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 35,928 | 5,236 | 0.03% | 0.03% | 157 | -616 | -1.69% | Q1 2026 | May 05, 2026 |
| May Barnhard Investments LLC | History | Reduced | 35,917 | 5,234 | 2.54% | 2.48% | 158 | -1,262 | -3.39% | Q1 2026 | May 13, 2026 |
| Kelsey Financial, LLC | History | Reduced | 35,460 | 5,167 | 4.52% | 4.67% | 159 | -3,126 | -8.1% | Q1 2026 | May 06, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 35,242 | 5,136 | 0.2% | 0.2% | 160 | -3,750 | -9.62% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 35,025 | 5,104 | 0.01% | 0.01% | 161 | -8,872 | -20.21% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 34,472 | 5,023 | 0.12% | 0.12% | 162 | -384 | -1.1% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 33,885 | 4,938 | 0.05% | 0.07% | 163 | -7,927 | -18.96% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 33,771 | 4,922 | 0.01% | 0.01% | 164 | -7,404 | -17.98% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 33,656 | 4,905 | 0.01% | 0.01% | 165 | +4,947 | 17.23% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 33,008 | 4,810 | 0.17% | 0.16% | 166 | +378 | 1.16% | Q1 2026 | Apr 14, 2026 |
| LWM ADVISORS INC | History | Reduced | 32,723 | 4,768 | 4.14% | 4.24% | 167 | -1,431 | -4.19% | Q1 2026 | Apr 10, 2026 |
| VestGen Advisors, LLC | History | Reduced | 30,182 | 4,761 | 0.13% | 0.18% | 168 | -233 | -0.77% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 32,063 | 4,672 | 0.04% | 0.04% | 169 | -8,056 | -20.08% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,597 | 4,597 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Community Bank, N.A. | History | Reduced | 31,462 | 4,585 | 0.55% | 0.54% | 171 | -960 | -2.96% | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | Added to | 31,271 | 4,557 | 3.01% | 2.3% | 172 | +14,819 | 90.07% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 30,693 | 4,474 | 0.0% | 0.0% | 173 | -15 | -0.05% | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | Added to | 29,083 | 4,238 | 1.33% | 1.27% | 174 | +881 | 3.12% | Q1 2026 | Apr 20, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 28,477 | 4,150 | 1.12% | 1.1% | 175 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 27,848 | 4,058 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 28,727 | 4,051 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 27,684 | 4,034 | 2.4% | 2.35% | 178 | +411 | 1.51% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 27,646 | 4,033 | 0.0% | 0.0% | 179 | -36 | -0.13% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | Added to | 27,004 | 3,935 | 0.49% | 0.46% | 180 | +355 | 1.33% | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | Reduced | 26,883 | 3,917 | 0.14% | 0.14% | 181 | -1,194 | -4.25% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 26,566 | 3,871 | 0.02% | 0.02% | 182 | -3,816 | -12.56% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 26,225 | 3,822 | 0.0% | 0.0% | 183 | +6,704 | 34.34% | Q1 2026 | May 04, 2026 |
| Falcon Wealth Planning | History | Reduced | 26,096 | 3,803 | 0.26% | 0.32% | 184 | -585 | -2.19% | Q1 2026 | Apr 20, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 24,084 | 3,802 | 0.08% | 0.08% | 185 | +1,914 | 8.63% | Q1 2026 | May 11, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 26,056 | 3,797 | 0.16% | 0.16% | 186 | +154 | 0.59% | Q1 2026 | Apr 30, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 25,746 | 3,752 | 0.27% | 0.26% | 187 | -60 | -0.23% | Q1 2026 | May 06, 2026 |
| NUANCE INVESTMENTS, LLC | History | Reduced | 25,440 | 3,707 | 0.52% | 0.94% | 188 | -34,759 | -57.74% | Q1 2026 | May 08, 2026 |
| MSH Capital Advisors LLC | History | Added to | 24,261 | 3,535 | 0.75% | 0.72% | 190 | +484 | 2.04% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Added to | 24,262 | 3,535 | 0.1% | 0.09% | 189 | +245 | 1.02% | Q1 2026 | May 04, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 24,174 | 3,523 | 0.6% | 0.8% | 191 | -7,902 | -24.64% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,049 | 3,504 | 0.03% | 0.01% | 192 | +16,699 | 227.2% | Q1 2026 | May 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 23,963 | 3,492 | 0.23% | 0.22% | 193 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 23,793 | 3,467 | 0.37% | 0.37% | 194 | -22 | -0.09% | Q1 2026 | May 06, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 23,365 | 3,405 | 0.98% | 1.0% | 195 | -606 | -2.53% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 23,355 | 3,403 | 0.27% | 0.25% | 196 | -401 | -1.69% | Q1 2026 | Apr 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 22,588 | 3,292 | 0.04% | 0.05% | 197 | -2,968 | -11.61% | Q1 2026 | May 15, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 22,592 | 3,292 | 0.58% | 0.56% | 198 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 22,401 | 3,264 | 0.17% | 0.16% | 199 | +681 | 3.14% | Q1 2026 | Apr 17, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 22,353 | 3,257 | 1.95% | 1.89% | 200 | -428 | -1.88% | Q1 2026 | Apr 30, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 22,173 | 3,231 | 0.15% | 0.06% | 201 | +12,574 | 130.99% | Q1 2026 | May 11, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 22,105 | 3,221 | 0.15% | 0.15% | 202 | -1,190 | -5.11% | Q1 2026 | Apr 30, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Reduced | 22,050 | 3,213 | 1.28% | 1.35% | 203 | -2,314 | -9.5% | Q1 2026 | Apr 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 21,916 | 3,194 | 0.27% | 0.25% | 204 | +22 | 0.1% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 21,735 | 3,167 | 0.02% | 0.01% | 205 | +7,478 | 52.45% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 21,568 | 3,143 | 0.1% | 0.09% | 206 | +1,315 | 6.49% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 21,554 | 3,141 | 0.01% | 0.01% | 207 | -11 | -0.05% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 21,492 | 3,132 | 0.01% | 0.0% | 208 | -1,828 | -7.84% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Added to | 21,473 | 3,129 | 0.4% | 0.39% | 209 | +97 | 0.45% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,407 | 3,119 | 0.04% | 0.04% | 210 | -146 | -0.68% | Q1 2026 | Apr 23, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 21,394 | 3,117 | 0.99% | 0.94% | 211 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 21,206 | 3,090 | 0.12% | 0.09% | 212 | +3,550 | 20.11% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 21,148 | 3,081 | 0.06% | 0.06% | 213 | -327 | -1.52% | Q1 2026 | May 11, 2026 |
| Eukles Asset Management | History | Added to | 21,128 | 3,079 | 1.37% | 1.03% | 214 | +2,360 | 12.57% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,644 | 3,008 | 0.04% | 0.04% | 215 | +2,874 | 16.17% | Q1 2026 | May 15, 2026 |
| Atlas Brown,Inc. | History | Reduced | 20,243 | 2,950 | 0.89% | 0.87% | 216 | -422 | -2.04% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 20,837 | 2,939 | 0.19% | 0.19% | 217 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 19,731 | 2,875 | 0.21% | 0.11% | 218 | +8,957 | 83.14% | Q1 2026 | Apr 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 19,570 | 2,871 | 0.0% | 0.01% | 219 | -25,446 | -56.53% | Q1 2026 | May 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 19,130 | 2,788 | 0.01% | 0.01% | 220 | -7 | -0.04% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 18,878 | 2,769 | 0.03% | 0.02% | 221 | +3,506 | 22.81% | Q1 2026 | Apr 07, 2026 |
| Capital Squared Financial LLC | History | Reduced | 18,731 | 2,729 | 2.08% | 2.18% | 222 | -1,107 | -5.58% | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 18,668 | 2,720 | 0.14% | 0.14% | 223 | -41 | -0.22% | Q1 2026 | Apr 15, 2026 |
| Q3 Asset Management | History | Reduced | 18,551 | 2,703 | 0.66% | 0.65% | 224 | -1,594 | -7.91% | Q1 2026 | Apr 28, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 18,535 | 2,701 | 0.16% | 0.17% | 225 | -1,678 | -8.3% | Q1 2026 | Apr 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 19,130 | 2,698 | 0.0% | 0.0% | 226 | +5,140 | 36.74% | Q1 2026 | May 15, 2026 |
| Telos Capital Management, Inc. | History | Added to | 18,489 | 2,694 | 0.26% | 0.24% | 227 | +596 | 3.33% | Q1 2026 | Apr 16, 2026 |
| WESBANCO BANK INC | History | Added to | 18,231 | 2,656 | 0.07% | 0.07% | 228 | +20 | 0.11% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,940 | 2,614 | 0.0% | 0.0% | 229 | +5,768 | 47.39% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 17,908 | 2,609 | 0.01% | 0.01% | 230 | +50 | 0.28% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | Reduced | 17,617 | 2,608 | 0.03% | 0.03% | 231 | -1,359 | -7.16% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 17,580 | 2,602 | 0.05% | 0.05% | 232 | -105 | -0.59% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 17,844 | 2,600 | 0.05% | 0.05% | 233 | -27 | -0.15% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 17,742 | 2,585 | 0.02% | 0.02% | 234 | -1,399 | -7.31% | Q1 2026 | May 01, 2026 |
| HUB Investment Partners, LLC | History | Added to | 17,636 | 2,570 | 0.06% | 0.02% | 235 | +11,604 | 192.37% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 17,604 | 2,565 | 0.06% | 0.06% | 236 | -93 | -0.53% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 17,385 | 2,533 | 0.01% | 0.01% | 237 | +3,425 | 24.53% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 17,223 | 2,510 | 0.08% | 0.07% | 238 | +312 | 1.84% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 17,735 | 2,501 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LMG Wealth Partners, LLC | History | No change | 17,142 | 2,498 | 0.46% | 0.45% | 240 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | Added to | 17,081 | 2,489 | 0.08% | 0.01% | 241 | +15,046 | 739.36% | Q1 2026 | May 14, 2026 |
| BANK OF HAWAII | History | Reduced | 16,891 | 2,461 | 0.13% | 0.13% | 242 | -1,523 | -8.27% | Q1 2026 | May 14, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 16,878 | 2,459 | 0.35% | 0.37% | 243 | -2,100 | -11.07% | Q1 2026 | May 07, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 16,825 | 2,452 | 0.51% | 0.5% | 244 | -131 | -0.77% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,699 | 2,433 | 0.03% | 0.02% | 245 | +4,636 | 38.43% | Q1 2026 | Apr 28, 2026 |
| Allegheny Financial Group | History | Added to | 16,691 | 2,432 | 0.33% | 0.33% | 246 | +1,059 | 6.77% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | Added to | 16,638 | 2,424 | 0.03% | 0.01% | 247 | +15,073 | 963.13% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 16,217 | 2,363 | 0.03% | 0.03% | 248 | +47 | 0.29% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 15,977 | 2,328 | 0.0% | 0.0% | 249 | -4,288 | -21.16% | Q1 2026 | May 11, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 15,746 | 2,294 | 2.03% | 1.81% | 250 | +32 | 0.2% | Q1 2026 | May 12, 2026 |
| Vanguard National Trust Co | History | New | 15,597 | 2,273 | 0.14% | — | 251 | +15,597 | New | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 15,527 | 2,262 | 0.0% | 0.0% | 252 | -3 | -0.02% | Q1 2026 | May 06, 2026 |
| Pointe Capital Management LLC | History | Added to | 15,362 | 2,238 | 1.11% | 1.0% | 253 | +1,035 | 7.22% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 15,146 | 2,207 | 0.02% | 0.04% | 254 | -7,886 | -34.24% | Q1 2026 | May 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 15,536 | 2,191 | 0.97% | 0.97% | 255 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Alpine Bank Wealth Management | History | No change | 14,995 | 2,185 | 0.32% | 0.3% | 256 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,659 | 2,136 | 0.04% | 0.07% | 257 | -7,211 | -32.97% | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,613 | 2,129 | 0.03% | 0.04% | 258 | +939 | 6.87% | Q1 2026 | May 18, 2026 |
| Cresset Asset Management, LLC | History | Added to | 14,467 | 2,108 | 0.01% | 0.01% | 259 | +491 | 3.51% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 13,534 | 2,107 | 0.29% | 0.29% | 260 | -119 | -0.87% | Q1 2026 | Apr 28, 2026 |
| CHOREO, LLC | History | Reduced | 14,376 | 2,095 | 0.03% | 0.03% | 261 | -2,881 | -16.69% | Q1 2026 | May 12, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 14,341 | 2,090 | 0.1% | 0.09% | 262 | -160 | -1.1% | Q1 2026 | Apr 09, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 14,198 | 2,069 | 0.07% | 0.05% | 263 | +3,799 | 36.53% | Q1 2026 | May 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 14,178 | 2,066 | 0.35% | 0.35% | 264 | -712 | -4.78% | Q1 2026 | Apr 21, 2026 |
| Nvest Financial, LLC | History | Added to | 13,972 | 2,036 | 0.76% | 0.73% | 265 | +1,524 | 12.24% | Q1 2026 | Apr 28, 2026 |
| Peloton Wealth Strategists | History | Added to | 13,931 | 2,030 | 0.82% | 0.75% | 266 | +231 | 1.69% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 13,781 | 2,008 | 0.14% | 0.14% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 13,693 | 1,995 | 0.1% | 0.04% | 268 | +8,020 | 141.37% | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,610 | 1,983 | 0.08% | 0.1% | 269 | -5,794 | -29.86% | Q1 2026 | May 12, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 13,596 | 1,981 | 0.66% | 0.63% | 270 | -99 | -0.72% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 13,511 | 1,969 | 0.0% | — | 271 | +13,511 | New | Q1 2026 | May 12, 2026 |
| Beacon Bank & Trust | History | Reduced | 13,427 | 1,956 | 0.4% | 0.41% | 272 | -832 | -5.83% | Q1 2026 | Apr 28, 2026 |
| TCW GROUP INC | History | Added to | 13,345 | 1,944 | 0.01% | 0.01% | 273 | +2,784 | 26.36% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 13,618 | 1,937 | 0.01% | — | 274 | +13,618 | New | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,145 | 1,915 | 0.0% | 0.0% | 275 | +1,174 | 9.81% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,990 | 1,893 | 0.03% | 0.02% | 276 | +890 | 7.36% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 12,853 | 1,879 | 0.02% | 0.02% | 277 | -1,521 | -10.58% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,872 | 1,876 | 0.03% | 0.03% | 278 | -676 | -4.99% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 12,801 | 1,865 | 0.04% | 0.03% | 279 | +4,242 | 49.56% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 12,600 | 1,836 | 0.0% | — | 280 | +12,600 | New | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,482 | 1,819 | 0.01% | 0.02% | 281 | -5,367 | -30.07% | Q1 2026 | May 05, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 12,123 | 1,766 | 0.37% | 0.35% | 282 | +854 | 7.58% | Q1 2026 | May 14, 2026 |
| Vertrix Wealth Management, LLC | History | New | 12,112 | 1,765 | 0.65% | — | 283 | +12,112 | New | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | Added to | 12,104 | 1,764 | 0.08% | 0.08% | 284 | +89 | 0.74% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 12,093 | 1,762 | 0.09% | 0.09% | 285 | -184 | -1.5% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Reduced | 12,018 | 1,751 | 0.21% | 0.22% | 286 | -338 | -2.74% | Q1 2026 | Apr 20, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 11,868 | 1,729 | 0.7% | 0.67% | 287 | -607 | -4.87% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 11,760 | 1,713 | 0.02% | 0.03% | 288 | -7,475 | -38.86% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 11,747 | 1,712 | 0.01% | 0.01% | 289 | -274 | -2.28% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 11,734 | 1,710 | 0.0% | — | 290 | +11,734 | New | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 11,690 | 1,703 | 1.45% | 1.53% | 291 | +433 | 3.85% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 11,837 | 1,697 | 0.05% | 0.05% | 292 | -650 | -5.21% | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 11,579 | 1,687 | 1.25% | 1.0% | 293 | -41 | -0.35% | Q1 2026 | May 08, 2026 |
| Secure Asset Management, LLC | History | Reduced | 11,562 | 1,685 | 0.27% | 0.28% | 294 | -1,322 | -10.26% | Q1 2026 | Apr 09, 2026 |
| COURIER CAPITAL LLC | History | Added to | 11,471 | 1,671 | 0.09% | 0.09% | 295 | +19 | 0.17% | Q1 2026 | Apr 23, 2026 |
| Callan Family Office, LLC | History | Reduced | 11,448 | 1,668 | 0.04% | 0.04% | 296 | -312 | -2.65% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 11,352 | 1,654 | 0.02% | 0.03% | 297 | -91 | -0.8% | Q1 2026 | Apr 10, 2026 |
| MWA Asset Management | History | Added to | 11,281 | 1,644 | 0.9% | 0.87% | 298 | +258 | 2.34% | Q1 2026 | May 13, 2026 |
| Naviter Wealth, LLC | History | No change | 11,211 | 1,633 | 0.2% | 0.21% | 299 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 10,990 | 1,601 | 0.03% | 0.01% | 300 | +6,590 | 149.77% | Q1 2026 | Apr 21, 2026 |
| Trust Point Inc. | History | Added to | 10,982 | 1,600 | 0.14% | 0.1% | 301 | +2,384 | 27.73% | Q1 2026 | Apr 15, 2026 |
| Legacy Bridge, LLC | History | No change | 10,950 | 1,595 | 0.61% | 0.63% | 302 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 10,938 | 1,594 | 0.03% | 0.03% | 303 | +612 | 5.93% | Q1 2026 | Apr 27, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 10,877 | 1,585 | 0.77% | 0.76% | 304 | -262 | -2.35% | Q1 2026 | May 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,738 | 1,564 | 0.07% | 0.07% | 305 | -268 | -2.44% | Q1 2026 | May 12, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 10,540 | 1,536 | 0.04% | 0.05% | 306 | -1,321 | -11.14% | Q1 2026 | Apr 10, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 10,444 | 1,523 | 0.06% | 0.16% | 307 | +3,152 | 43.23% | Q1 2026 | May 14, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 10,434 | 1,520 | 1.04% | 0.99% | 308 | -50 | -0.48% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,420 | 1,518 | 0.01% | 0.02% | 309 | -3,955 | -27.51% | Q1 2026 | Apr 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 10,358 | 1,509 | 0.21% | 0.22% | 310 | -713 | -6.44% | Q1 2026 | Apr 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 10,219 | 1,489 | 0.62% | 0.62% | 311 | +204 | 2.04% | Q1 2026 | May 07, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 10,170 | 1,482 | 0.17% | 0.16% | 312 | -144 | -1.4% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,053 | 1,464 | 0.0% | 0.0% | 313 | -7,680 | -43.31% | Q1 2026 | May 01, 2026 |
| FWG Investments, LLC. | History | Reduced | 10,041 | 1,463 | 0.93% | 0.96% | 314 | -692 | -6.45% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,330 | 1,456 | 0.05% | 0.05% | 315 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,937 | 1,448 | 0.03% | — | 316 | +9,937 | New | Q1 2026 | Apr 27, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 9,891 | 1,441 | 0.02% | 0.02% | 317 | +615 | 6.63% | Q1 2026 | May 15, 2026 |
| Clearwave Capital, LLC | History | Added to | 9,718 | 1,416 | 0.97% | 0.99% | 319 | +187 | 1.96% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,718 | 1,416 | 0.02% | 0.02% | 318 | -20 | -0.21% | Q1 2026 | Apr 14, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 9,701 | 1,413 | 0.74% | 0.73% | 320 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 9,650 | 1,406 | 1.13% | 1.27% | 321 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 9,641 | 1,405 | 0.14% | 0.12% | 322 | +827 | 9.38% | Q1 2026 | Apr 30, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 9,616 | 1,401 | 0.56% | 0.56% | 323 | -125 | -1.28% | Q1 2026 | Apr 23, 2026 |
| NORDEN GROUP LLC | History | Added to | 9,559 | 1,393 | 0.13% | 0.13% | 324 | +40 | 0.42% | Q1 2026 | Apr 15, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,508 | 1,385 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 9,312 | 1,357 | 1.07% | 1.06% | 326 | +446 | 5.03% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 9,177 | 1,337 | 0.05% | 0.05% | 327 | +174 | 1.93% | Q1 2026 | May 14, 2026 |
| Walsh & Associates, LLC | History | Added to | 9,112 | 1,327 | 1.32% | 1.27% | 328 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 9,051 | 1,319 | 0.49% | 0.47% | 329 | -225 | -2.43% | Q1 2026 | Apr 30, 2026 |
| Curi Capital, LLC | History | No change | 9,033 | 1,316 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Added to | 8,976 | 1,308 | 1.19% | 1.16% | 331 | +73 | 0.82% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 8,905 | 1,297 | 0.04% | 0.05% | 332 | -1,741 | -16.35% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,886 | 1,295 | 0.12% | 0.11% | 333 | -395 | -4.26% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 8,851 | 1,289 | 0.02% | 0.02% | 334 | -443 | -4.77% | Q1 2026 | May 08, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 8,123 | 1,264 | 0.42% | 0.37% | 335 | +245 | 3.11% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Reduced | 8,643 | 1,259 | 0.0% | 0.0% | 336 | -191 | -2.16% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,611 | 1,254 | 0.01% | 0.01% | 337 | +2,895 | 50.65% | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 8,546 | 1,245 | 0.0% | 0.0% | 338 | +332 | 4.04% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 8,547 | 1,245 | 0.1% | 0.09% | 339 | -108 | -1.25% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | No change | 8,522 | 1,241 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asempa Wealth Advisors | History | Reduced | 8,289 | 1,216 | 1.06% | 1.03% | 341 | -223 | -2.62% | Q1 2026 | Apr 08, 2026 |
| Evensky & Katz LLC | History | Reduced | 8,318 | 1,212 | 0.07% | 0.07% | 342 | -254 | -2.96% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,280 | 1,206 | 0.04% | 0.03% | 343 | +1,567 | 23.34% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 8,280 | 1,206 | 0.16% | 0.14% | 344 | +1,567 | 23.34% | Q1 2026 | Apr 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,465 | 1,193 | 0.09% | 0.09% | 345 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 8,165 | 1,189 | 0.01% | 0.01% | 346 | -219 | -2.61% | Q1 2026 | May 15, 2026 |
| Causey Wealth LLC | History | Reduced | 8,156 | 1,188 | 0.5% | 0.59% | 347 | -411 | -4.8% | Q1 2026 | May 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 7,999 | 1,165 | 0.31% | 0.26% | 348 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Truepoint, Inc. | History | Reduced | 7,966 | 1,161 | 0.03% | 0.03% | 349 | -20 | -0.25% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,941 | 1,157 | 0.01% | 0.0% | 350 | +5,190 | 188.66% | Q1 2026 | May 13, 2026 |
| REBALANCE, LLC | History | Added to | 7,933 | 1,156 | 0.07% | 0.07% | 351 | +25 | 0.32% | Q1 2026 | May 11, 2026 |
| Ipswich Investment Management Co., Inc. | History | New | 7,920 | 1,154 | 0.27% | — | 353 | +7,920 | New | Q1 2026 | Apr 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 7,922 | 1,154 | 0.01% | 0.01% | 352 | +164 | 2.11% | Q1 2026 | Apr 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 7,897 | 1,150 | 0.12% | 0.11% | 354 | +491 | 6.63% | Q1 2026 | Apr 30, 2026 |
| Glenview Trust Co | History | Reduced | 7,755 | 1,130 | 0.02% | 0.02% | 355 | -25 | -0.32% | Q1 2026 | May 08, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 7,740 | 1,128 | 0.85% | 0.84% | 356 | -329 | -4.08% | Q1 2026 | Apr 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7,736 | 1,127 | 0.09% | 0.07% | 357 | +837 | 12.13% | Q1 2026 | May 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 7,582 | 1,105 | 0.17% | 0.18% | 358 | -435 | -5.43% | Q1 2026 | May 01, 2026 |
| Dentgroup LLC | History | No change | 7,834 | 1,104 | 0.76% | 0.76% | 359 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ADE, LLC | History | Added to | 7,574 | 1,103 | 0.53% | 0.52% | 360 | +6 | 0.08% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 7,562 | 1,102 | 0.01% | 0.01% | 361 | +310 | 4.27% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Reduced | 7,548 | 1,100 | 0.01% | 0.04% | 362 | -9,769 | -56.41% | Q1 2026 | May 15, 2026 |
| Warwick Investment Management, Inc. | History | No change | 7,525 | 1,096 | 0.16% | 0.16% | 363 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Reduced | 7,424 | 1,081 | 0.27% | 0.31% | 364 | -1,125 | -13.16% | Q1 2026 | Apr 15, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 7,411 | 1,080 | 0.04% | 0.03% | 365 | +1,034 | 16.21% | Q1 2026 | May 07, 2026 |
| NorthRock Partners, LLC | History | Reduced | 7,403 | 1,078 | 0.02% | 0.02% | 366 | -244 | -3.19% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 7,377 | 1,075 | 0.05% | 0.05% | 367 | -63 | -0.85% | Q1 2026 | Apr 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 7,372 | 1,074 | 0.94% | 0.92% | 368 | +94 | 1.29% | Q1 2026 | May 06, 2026 |
| Cadence Bank | History | No change | 7,553 | 1,065 | 0.06% | 0.06% | 369 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Viewpoint Capital Management LLC | History | No change | 7,299 | 1,063 | 0.5% | 0.45% | 370 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 7,253 | 1,057 | 0.07% | 0.07% | 371 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SB Capital Management Inc | History | No change | 7,411 | 1,045 | 0.38% | 0.38% | 372 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Five Oceans Advisors | History | No change | 7,166 | 1,044 | 0.38% | 0.36% | 373 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,124 | 1,038 | 0.02% | 0.02% | 374 | -721 | -9.19% | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,062 | 1,029 | 0.08% | 0.08% | 375 | -528 | -6.96% | Q1 2026 | Apr 14, 2026 |
| Roberts Financial Services LLC | History | Reduced | 7,036 | 1,025 | 0.33% | 0.4% | 376 | -2,110 | -23.07% | Q1 2026 | Apr 15, 2026 |
| INTRUST BANK NA | History | No change | 6,955 | 1,013 | 0.08% | 0.08% | 377 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,926 | 1,009 | 0.02% | 0.03% | 378 | -1,465 | -17.46% | Q1 2026 | May 01, 2026 |
| Intergy Private Wealth, LLC | History | No change | 6,926 | 1,009 | 0.3% | 0.29% | 379 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 6,902 | 1,005 | 0.03% | 0.03% | 380 | -500 | -6.75% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Added to | 6,885 | 1,003 | 0.03% | 0.03% | 381 | +34 | 0.5% | Q1 2026 | Apr 09, 2026 |
| BAILARD, INC. | History | No change | 6,879 | 1,002 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Friday Financial | History | Added to | 6,852 | 998 | 0.34% | 0.33% | 383 | +175 | 2.62% | Q1 2026 | Apr 16, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 6,764 | 985 | 0.04% | 0.04% | 384 | -139 | -2.01% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 6,700 | 976 | 0.01% | 0.01% | 385 | -202 | -2.93% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,648 | 968 | 0.0% | 0.0% | 386 | -82 | -1.22% | Q1 2026 | May 13, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 6,150 | 957 | 0.18% | 0.18% | 387 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 6,538 | 952 | 0.02% | 0.02% | 388 | -2 | -0.03% | Q1 2026 | Apr 29, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 6,518 | 949 | 0.22% | 0.21% | 389 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 6,489 | 945 | 0.01% | 0.0% | 390 | +43 | 0.67% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 6,470 | 942 | 0.04% | 0.05% | 392 | +3,414 | 111.71% | Q1 2026 | May 15, 2026 |
| Tranquility Partners, LLC | History | No change | 6,967 | 942 | 0.36% | 0.35% | 391 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Jacobs Equity LLC | History | Added to | 5,908 | 940 | 0.84% | 0.79% | 393 | +99 | 1.7% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Added to | 6,418 | 935 | 0.04% | 0.05% | 394 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 6,391 | 931 | 0.28% | 0.33% | 395 | -1,003 | -13.57% | Q1 2026 | Apr 28, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 6,324 | 921 | 0.32% | 0.38% | 396 | -1,309 | -17.15% | Q1 2026 | Apr 29, 2026 |
| STAR Financial Bank | History | Reduced | 6,314 | 920 | 0.43% | 0.49% | 397 | -548 | -7.99% | Q1 2026 | May 08, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 6,272 | 914 | 0.07% | 0.07% | 398 | -526 | -7.74% | Q1 2026 | May 07, 2026 |
| Renasant Bank | History | Reduced | 6,197 | 903 | 0.64% | 0.83% | 399 | -2,506 | -28.79% | Q1 2026 | Apr 29, 2026 |
| Auxano Advisors, LLC | History | No change | 6,168 | 898 | 0.18% | 0.17% | 400 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 6,105 | 889 | 0.18% | 0.18% | 401 | +19 | 0.31% | Q1 2026 | Apr 29, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 6,102 | 889 | 0.23% | 0.23% | 402 | -11 | -0.18% | Q1 2026 | Apr 10, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 6,094 | 888 | 0.04% | 0.04% | 403 | -77 | -1.25% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 6,067 | 884 | 0.01% | 0.02% | 404 | -603 | -9.04% | Q1 2026 | Apr 27, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 6,001 | 874 | 0.02% | 0.02% | 405 | +31 | 0.52% | Q1 2026 | May 14, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 5,952 | 867 | 0.11% | 0.1% | 406 | -2 | -0.03% | Q1 2026 | Apr 10, 2026 |
| Brookstone Capital Management | History | Reduced | 5,947 | 866 | 0.01% | 0.01% | 407 | -153 | -2.51% | Q1 2026 | Apr 16, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 5,939 | 865 | 0.03% | 0.02% | 408 | +1,319 | 28.55% | Q1 2026 | Apr 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 5,932 | 864 | 0.07% | 0.09% | 409 | -2,035 | -25.54% | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,892 | 858 | 0.02% | 0.02% | 410 | -113 | -1.88% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 5,814 | 847 | 0.08% | 0.08% | 411 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Thomasville National Bank | History | No change | 5,988 | 844 | 0.05% | 0.05% | 412 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,774 | 841 | 0.01% | 0.01% | 414 | +430 | 8.05% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 5,916 | 841 | 0.05% | 0.04% | 413 | -147 | -2.42% | Q1 2026 | Apr 24, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | Reduced | 5,705 | 831 | 0.95% | 0.94% | 415 | -144 | -2.46% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 5,679 | 827 | 0.02% | — | 416 | +5,679 | New | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | No change | 5,611 | 817 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 5,600 | 816 | 0.14% | 0.09% | 418 | +2,725 | 94.78% | Q1 2026 | Apr 09, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 5,598 | 815 | 0.15% | 0.08% | 419 | -11 | -0.2% | Q1 2026 | Apr 21, 2026 |
| Keel Point, LLC | History | No change | 5,707 | 804 | 0.05% | 0.05% | 420 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 5,466 | 796 | 0.09% | 0.09% | 421 | -60 | -1.09% | Q1 2026 | Apr 21, 2026 |
| Ballew Advisors, Inc | History | Reduced | 5,210 | 792 | 0.45% | 0.44% | 422 | -145 | -2.71% | Q1 2026 | Apr 10, 2026 |
| Gryphon Financial Partners LLC | History | No change | 5,431 | 791 | 0.08% | 0.08% | 423 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 5,356 | 780 | 0.29% | 0.29% | 424 | -279 | -4.95% | Q1 2026 | May 08, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 5,350 | 779 | 0.23% | 0.22% | 426 | +16 | 0.3% | Q1 2026 | May 07, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 5,350 | 779 | 0.19% | 0.17% | 425 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,295 | 771 | 0.04% | 0.04% | 427 | +60 | 1.15% | Q1 2026 | Apr 28, 2026 |
| SEI INVESTMENTS CO | History | New | 5,286 | 770 | 0.0% | — | 428 | +5,286 | New | Q1 2026 | May 13, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 5,281 | 769 | 0.26% | 0.3% | 429 | -408 | -7.17% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 5,252 | 765 | 0.01% | 0.02% | 430 | -5,945 | -53.09% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | New | 5,194 | 756 | 0.06% | — | 431 | +5,194 | New | Q1 2026 | Apr 16, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 5,182 | 755 | 0.19% | 0.23% | 432 | +59 | 1.15% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,133 | 748 | 0.03% | 0.03% | 433 | -6 | -0.12% | Q1 2026 | May 19, 2026 |
| DAVIS R M INC | History | Reduced | 5,132 | 747 | 0.01% | 0.01% | 434 | -275 | -5.09% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Reduced | 5,076 | 739 | 0.06% | 0.06% | 435 | -19 | -0.37% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,063 | 737 | 0.05% | 0.06% | 436 | -143 | -2.75% | Q1 2026 | Apr 17, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 5,040 | 734 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 5,026 | 732 | 0.4% | 0.31% | 438 | +920 | 22.41% | Q1 2026 | Apr 30, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 4,953 | 721 | 0.16% | 0.15% | 439 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,920 | 717 | 0.01% | 0.01% | 440 | +751 | 18.01% | Q1 2026 | May 08, 2026 |
| City Center Advisors, LLC | History | Added to | 4,864 | 708 | 0.65% | 0.62% | 443 | +99 | 2.08% | Q1 2026 | Apr 07, 2026 |
| Spire Wealth Management | History | Added to | 4,861 | 708 | 0.02% | 0.02% | 442 | +35 | 0.73% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 5,023 | 708 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 4,851 | 706 | 0.02% | 0.02% | 444 | -826 | -14.55% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 4,838 | 705 | 0.06% | — | 446 | +4,838 | New | Q1 2026 | Apr 08, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 4,838 | 705 | 0.17% | 0.18% | 445 | -57 | -1.16% | Q1 2026 | Apr 24, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 4,809 | 700 | 0.01% | 0.01% | 447 | -325 | -6.33% | Q1 2026 | Apr 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,798 | 699 | 0.04% | 0.04% | 448 | -127 | -2.58% | Q1 2026 | Apr 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 4,788 | 697 | 0.01% | 0.01% | 449 | -2 | -0.04% | Q1 2026 | May 13, 2026 |
| ROCKLAND TRUST CO | History | Added to | 4,734 | 689 | 0.03% | 0.03% | 450 | +146 | 3.18% | Q1 2026 | Apr 16, 2026 |
| Missouri Trust & Investment Co | History | Added to | 4,715 | 687 | 0.2% | 0.19% | 451 | +79 | 1.7% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 4,838 | 682 | 0.06% | 0.06% | 452 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| American Trust | History | Reduced | 4,638 | 675 | 0.06% | 0.06% | 453 | -220 | -4.53% | Q1 2026 | May 01, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 4,617 | 672 | 0.15% | 0.15% | 454 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 4,615 | 672 | 0.55% | 0.53% | 455 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 4,289 | 670 | 0.43% | 0.42% | 457 | +5 | 0.12% | Q1 2026 | May 06, 2026 |
| ORG Partners LLC | History | No change | 4,752 | 670 | 0.12% | 0.12% | 456 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,606 | 666 | 0.02% | 0.01% | 458 | -37 | -0.8% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,544 | 662 | 0.01% | 0.02% | 459 | -3,815 | -45.64% | Q1 2026 | Apr 22, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 4,530 | 660 | 0.01% | 0.01% | 460 | -151 | -3.23% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Added to | 4,192 | 653 | 0.01% | 0.01% | 461 | +593 | 16.48% | Q1 2026 | Apr 20, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 4,439 | 646 | 0.05% | 0.05% | 462 | -25 | -0.56% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 4,421 | 644 | 0.04% | 0.04% | 463 | -45 | -1.01% | Q1 2026 | Apr 24, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 4,408 | 642 | 0.02% | 0.02% | 464 | -127 | -2.8% | Q1 2026 | Apr 28, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 4,377 | 637 | 0.02% | 0.02% | 465 | +63 | 1.46% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 4,341 | 632 | 0.01% | 0.0% | 466 | +2,014 | 86.55% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 4,318 | 629 | 0.01% | 0.04% | 467 | -20,219 | -82.4% | Q1 2026 | Apr 23, 2026 |
| Red Tortoise LLC | History | Reduced | 4,316 | 628 | 0.26% | 0.26% | 468 | -26 | -0.6% | Q1 2026 | Apr 21, 2026 |
| Bensler, LLC | History | Added to | 4,311 | 628 | 0.06% | 0.06% | 469 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 4,308 | 627 | 0.28% | 0.29% | 472 | +128 | 3.06% | Q1 2026 | Apr 20, 2026 |
| Geometric Wealth Advisors | History | Added to | 4,305 | 627 | 0.08% | 0.08% | 471 | +83 | 1.97% | Q1 2026 | May 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 4,122 | 627 | 0.1% | 0.09% | 470 | +1 | 0.02% | Q1 2026 | Apr 16, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 4,261 | 620 | 0.37% | 0.33% | 473 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Port Capital LLC | History | Reduced | 4,249 | 619 | 0.03% | 0.03% | 474 | -76 | -1.76% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Added to | 4,222 | 615 | 0.01% | 0.01% | 475 | +114 | 2.78% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,195 | 611 | 0.18% | 0.17% | 476 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 4,183 | 609 | 0.01% | 0.01% | 477 | -310 | -6.9% | Q1 2026 | Apr 17, 2026 |
| Busey Bank | History | No change | 4,184 | 609 | 0.02% | 0.02% | 478 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,110 | 598 | 0.03% | 0.03% | 479 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 4,085 | 595 | 0.4% | 0.4% | 480 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,056 | 591 | 0.02% | 0.02% | 481 | +112 | 2.84% | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 4,052 | 590 | 0.03% | 0.04% | 482 | -760 | -15.79% | Q1 2026 | May 14, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 4,052 | 590 | 0.44% | 0.41% | 483 | +3 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Skyline Advisors, Inc. | History | Added to | 4,030 | 587 | 0.2% | 0.19% | 484 | +12 | 0.3% | Q1 2026 | Apr 20, 2026 |
| Centennial Bank/AR/ | History | Reduced | 4,014 | 585 | 0.21% | 0.23% | 485 | -38 | -0.94% | Q1 2026 | May 06, 2026 |
| Manchester Capital Management LLC | History | Reduced | 3,975 | 579 | 0.08% | 0.08% | 486 | -300 | -7.02% | Q1 2026 | May 11, 2026 |
| Centennial Advisors, LLC | History | Reduced | 3,973 | 578 | 0.74% | 0.75% | 487 | -143 | -3.47% | Q1 2026 | Apr 21, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 3,934 | 573 | 0.33% | 0.27% | 488 | +264 | 7.19% | Q1 2026 | May 14, 2026 |
| Enclave Advisors LLC | History | Added to | 3,931 | 572 | 0.08% | 0.08% | 489 | +170 | 4.52% | Q1 2026 | Apr 13, 2026 |
| JP Wealth Management, Inc. | History | No change | 5,868 | 570 | 0.39% | 0.4% | 490 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Reduced | 3,901 | 568 | 0.03% | 0.03% | 491 | -374 | -8.75% | Q1 2026 | May 05, 2026 |
| FLP Wealth Management, LLC | History | Added to | 3,898 | 568 | 1.17% | 1.22% | 493 | +242 | 6.62% | Q1 2026 | Apr 28, 2026 |
| Zhang Financial LLC | History | Added to | 3,901 | 568 | 0.02% | 0.02% | 492 | +1 | 0.03% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | Reduced | 3,897 | 567 | 0.01% | 0.01% | 494 | -201 | -4.9% | Q1 2026 | Apr 16, 2026 |
| Granite Group Advisors, LLC | History | No change | 3,800 | 562 | 0.34% | 0.3% | 495 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Berkeley, Inc | History | Reduced | 3,829 | 557 | 0.19% | 0.18% | 496 | -232 | -5.71% | Q1 2026 | Apr 24, 2026 |
| Oak Asset Management, LLC | History | New | 3,811 | 555 | 0.19% | — | 497 | +3,811 | New | Q1 2026 | Apr 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,776 | 550 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 3,768 | 549 | 0.04% | 0.04% | 499 | -82 | -2.13% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 3,747 | 546 | 0.0% | 0.0% | 500 | -17 | -0.45% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,735 | 544 | 0.01% | 0.01% | 501 | +658 | 21.38% | Q1 2026 | May 01, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 3,720 | 542 | 0.13% | 0.09% | 502 | +1,029 | 38.24% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 3,845 | 542 | 0.03% | 0.03% | 503 | -112 | -2.83% | Q1 2026 | Apr 08, 2026 |
| Next Capital Management LLC | History | Added to | 3,712 | 540 | 0.16% | 0.1% | 504 | +1,466 | 65.27% | Q1 2026 | May 07, 2026 |
| LongView Wealth Management | History | Added to | 3,518 | 540 | 0.14% | 0.11% | 505 | +406 | 13.05% | Q1 2026 | Apr 15, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 3,703 | 539 | 0.46% | 0.46% | 507 | -15 | -0.4% | Q1 2026 | Apr 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 3,700 | 539 | 0.03% | 0.03% | 506 | +1 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Simmons Bank | History | No change | 3,698 | 538 | 0.04% | 0.03% | 508 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 3,671 | 535 | 0.02% | 0.02% | 510 | -615 | -14.35% | Q1 2026 | Apr 06, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 3,671 | 535 | 0.03% | 0.03% | 509 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 3,675 | 535 | 0.02% | 0.02% | 511 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Alternatives, Inc | History | No change | 3,662 | 533 | 0.29% | 0.3% | 512 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 1ST SOURCE BANK | History | No change | 3,652 | 532 | 0.03% | 0.03% | 513 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,635 | 529 | 0.02% | 0.02% | 514 | -1,160 | -24.19% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 3,599 | 524 | 0.04% | 0.03% | 516 | +1,945 | 117.59% | Q1 2026 | May 15, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 3,600 | 524 | 0.12% | 0.12% | 515 | +11 | 0.31% | Q1 2026 | May 12, 2026 |
| Parcion Private Wealth LLC | History | No change | 3,589 | 523 | 0.03% | 0.03% | 517 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 3,587 | 522 | 0.01% | 0.01% | 518 | +91 | 2.6% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 3,570 | 520 | 0.01% | 0.02% | 519 | -368 | -9.34% | Q1 2026 | May 11, 2026 |
| Finley Financial, LLC | History | No change | 3,565 | 519 | 0.24% | 0.23% | 520 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,555 | 518 | 0.01% | 0.0% | 521 | +2,254 | 173.25% | Q1 2026 | May 15, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 3,517 | 512 | 0.06% | 0.06% | 522 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 3,503 | 510 | 0.05% | 0.05% | 523 | +2 | 0.06% | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,494 | 509 | 0.0% | 0.0% | 524 | +896 | 34.49% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,489 | 508 | 0.01% | 0.01% | 525 | +338 | 10.73% | Q1 2026 | May 15, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | No change | 3,478 | 506 | 0.19% | 0.19% | 526 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 3,478 | 506 | 0.09% | 0.08% | 527 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 3,441 | 501 | 0.02% | 0.02% | 528 | -18 | -0.52% | Q1 2026 | Apr 21, 2026 |
| 21 West Wealth Management LLC | History | No change | 3,422 | 498 | 0.46% | 0.44% | 529 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 3,391 | 494 | 0.08% | 0.07% | 530 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PFG Investments, LLC | History | Reduced | 3,384 | 493 | 0.02% | 0.03% | 531 | -587 | -14.78% | Q1 2026 | Apr 27, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,372 | 491 | 0.01% | 0.01% | 533 | -28 | -0.82% | Q1 2026 | Apr 08, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 3,373 | 491 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 3,356 | 489 | 0.41% | 0.41% | 534 | +32 | 0.96% | Q1 2026 | Apr 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 3,344 | 487 | 0.08% | 0.07% | 535 | +225 | 7.21% | Q1 2026 | May 06, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 3,344 | 487 | 0.09% | 0.08% | 537 | -10 | -0.3% | Q1 2026 | Apr 23, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 3,163 | 487 | 0.03% | 0.03% | 536 | -3 | -0.09% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,300 | 480 | 0.0% | 0.0% | 538 | -24,479 | -88.12% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 3,262 | 475 | 0.01% | 0.0% | 539 | +1,140 | 53.72% | Q1 2026 | Apr 20, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 3,060 | 474 | 0.01% | 0.01% | 540 | -32 | -1.03% | Q1 2026 | May 15, 2026 |
| Allen Investment Management, LLC | History | Added to | 3,245 | 472 | 0.01% | 0.01% | 541 | +14 | 0.43% | Q1 2026 | May 07, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 3,229 | 470 | 0.02% | 0.02% | 542 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 3,211 | 467 | 0.03% | 0.03% | 543 | +9 | 0.28% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,168 | 461 | 0.03% | 0.03% | 544 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | No change | 2,962 | 461 | 0.05% | 0.06% | 545 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INVESTED ADVISORS | History | Added to | 3,152 | 459 | 0.46% | 0.46% | 546 | +4 | 0.13% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | New | 3,149 | 458 | 0.03% | — | 547 | +3,149 | New | Q1 2026 | Apr 29, 2026 |
| Grove Bank & Trust | History | Reduced | 3,141 | 457 | 0.05% | 0.05% | 548 | -56 | -1.75% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Co / SC | History | Reduced | 3,131 | 456 | 0.06% | 0.06% | 549 | -271 | -7.97% | Q1 2026 | May 12, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 3,103 | 452 | 0.04% | 0.04% | 550 | -25 | -0.8% | Q1 2026 | May 14, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 3,100 | 451 | 0.04% | 0.04% | 551 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NCM Capital Management, LLC | History | No change | 3,100 | 451 | 0.16% | 0.16% | 552 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | New | 3,088 | 450 | 0.07% | — | 553 | +3,088 | New | Q1 2026 | Apr 16, 2026 |
| Topsail Wealth Management, LLC | History | No change | 3,084 | 449 | 0.07% | 0.06% | 554 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Breakwater Capital Group | History | Added to | 3,045 | 443 | 0.06% | 0.06% | 555 | +93 | 3.15% | Q1 2026 | Apr 20, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 3,022 | 440 | 0.03% | 0.03% | 556 | -179 | -5.59% | Q1 2026 | May 05, 2026 |
| SMART Wealth LLC | History | Added to | 3,018 | 439 | 0.13% | 0.13% | 557 | +41 | 1.38% | Q1 2026 | Apr 23, 2026 |
| Firestone Capital Management | History | Added to | 3,010 | 438 | 0.09% | 0.09% | 559 | +50 | 1.69% | Q1 2026 | May 08, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,010 | 438 | 0.22% | 0.23% | 558 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BCS Wealth Management | History | Reduced | 3,000 | 437 | 0.09% | 0.09% | 561 | -3,000 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 2,999 | 437 | 0.19% | 0.18% | 562 | -20 | -0.66% | Q1 2026 | Apr 23, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 3,000 | 437 | 0.02% | 0.02% | 560 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 2,982 | 434 | 1.56% | 0.58% | 565 | +212 | 7.65% | Q1 2026 | Apr 21, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 2,981 | 434 | 0.14% | 0.14% | 564 | -115 | -3.71% | Q1 2026 | Apr 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 2,984 | 434 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 2,976 | 433 | 0.45% | 0.43% | 566 | -99 | -3.22% | Q1 2026 | Apr 29, 2026 |
| Richardson Capital Management LLC | History | No change | 2,966 | 432 | 0.21% | 0.21% | 567 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 2,742 | 431 | 0.03% | 0.03% | 568 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 2,960 | 431 | 0.1% | 0.1% | 569 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 2,957 | 430 | 0.01% | 0.01% | 570 | -24 | -0.81% | Q1 2026 | Apr 17, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,954 | 430 | 0.03% | 0.03% | 571 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 2,946 | 429 | 0.03% | 0.03% | 572 | -10 | -0.34% | Q1 2026 | Apr 28, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 2,918 | 425 | 0.09% | 0.08% | 573 | -52 | -1.75% | Q1 2026 | Apr 15, 2026 |
| Partners in Financial Planning | History | Added to | 2,916 | 425 | 0.07% | 0.07% | 574 | +2 | 0.07% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 2,907 | 423 | 0.02% | 0.02% | 575 | -185 | -5.98% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,875 | 419 | 0.01% | 0.01% | 576 | -145 | -4.8% | Q1 2026 | May 14, 2026 |
| DAGCO, INC. | History | No change | 2,866 | 417 | 0.09% | 0.09% | 577 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FULTON BANK, N.A. | History | No change | 2,839 | 413 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,810 | 409 | 0.18% | 0.17% | 579 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| R.H. Investment Group, LLC | History | New | 2,688 | 408 | 0.31% | — | 580 | +2,688 | New | Q1 2026 | Apr 14, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 2,797 | 407 | 0.55% | 0.53% | 581 | +6 | 0.21% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,759 | 402 | 0.01% | 0.01% | 583 | -512 | -15.65% | Q1 2026 | Apr 10, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 2,761 | 402 | 0.03% | 0.03% | 582 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 2,712 | 395 | 0.2% | 0.18% | 584 | +168 | 6.6% | Q1 2026 | Apr 15, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 2,708 | 394 | 0.1% | 0.09% | 585 | +252 | 10.26% | Q1 2026 | Apr 17, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 2,501 | 391 | 0.16% | 0.22% | 587 | -1,157 | -31.63% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 2,688 | 391 | 0.0% | 0.0% | 586 | -20 | -0.74% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 2,676 | 390 | 0.08% | 0.08% | 588 | -115 | -4.12% | Q1 2026 | May 05, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 2,674 | 389 | 0.15% | 0.14% | 589 | -2 | -0.07% | Q1 2026 | Apr 07, 2026 |
| Millington Financial Advisors, LLC | History | No change | 2,500 | 389 | 0.16% | 0.17% | 590 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 2,662 | 387 | 0.11% | 0.11% | 591 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LJI Wealth Management, LLC | History | No change | 2,649 | 385 | 0.06% | 0.06% | 592 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 2,630 | 383 | 0.11% | 0.13% | 593 | -310 | -10.54% | Q1 2026 | Apr 06, 2026 |
| Magnus Financial Group LLC | History | Added to | 2,633 | 383 | 0.03% | 0.03% | 594 | +44 | 1.7% | Q1 2026 | Apr 10, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 2,626 | 382 | 0.04% | 0.04% | 595 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 2,619 | 381 | 0.03% | 0.03% | 597 | -562 | -17.67% | Q1 2026 | Apr 20, 2026 |
| XY Planning Network, Inc. | History | Added to | 2,602 | 381 | 0.06% | 0.06% | 598 | +162 | 6.64% | Q1 2026 | Apr 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 2,616 | 381 | 0.02% | 0.02% | 596 | -53 | -1.99% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Reduced | 2,594 | 378 | 0.02% | 0.02% | 599 | -300 | -10.37% | Q1 2026 | May 04, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 2,590 | 377 | 0.1% | 0.11% | 600 | -444 | -14.63% | Q1 2026 | Apr 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 2,581 | 376 | 0.01% | 0.01% | 601 | -116 | -4.3% | Q1 2026 | May 04, 2026 |
| Dynamic Financial Group | History | Reduced | 2,581 | 376 | 0.31% | 0.32% | 603 | -76 | -2.86% | Q1 2026 | May 12, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 2,585 | 376 | 0.12% | 0.11% | 602 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 2,571 | 374 | 0.15% | 0.14% | 604 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,546 | 371 | 0.0% | — | 605 | +2,546 | New | Q1 2026 | May 08, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 2,540 | 370 | 0.08% | 0.08% | 606 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 2,533 | 369 | 0.01% | 0.01% | 607 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 2,530 | 368 | 0.06% | 0.05% | 609 | +2 | 0.08% | Q1 2026 | Apr 14, 2026 |
| Ancora Advisors LLC | History | No change | 2,528 | 368 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| K.J. Harrison & Partners Inc | History | New | 2,505 | 365 | 0.06% | — | 611 | +2,505 | New | Q1 2026 | Apr 28, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,510 | 365 | 0.01% | 0.01% | 610 | +1 | 0.04% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 2,503 | 364 | 0.02% | — | 614 | +2,503 | New | Q1 2026 | Apr 16, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,325 | 364 | 0.03% | 0.03% | 613 | -6 | -0.26% | Q1 2026 | May 01, 2026 |
| Mathes Company, Inc. | History | No change | 2,500 | 364 | 0.13% | 0.13% | 612 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 2,486 | 362 | 0.04% | 0.04% | 616 | -39 | -1.54% | Q1 2026 | May 12, 2026 |
| Ballast, Inc. | History | No change | 2,487 | 362 | 0.08% | 0.08% | 615 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,453 | 357 | 0.01% | 0.01% | 617 | -1,005 | -29.06% | Q1 2026 | May 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 2,327 | 357 | 0.02% | 0.02% | 618 | +47 | 2.06% | Q1 2026 | Apr 20, 2026 |
| Level Wealth Management LLC | History | New | 2,448 | 356 | 0.17% | — | 620 | +2,448 | New | Q1 2026 | Apr 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 2,444 | 356 | 0.12% | 0.12% | 619 | -19 | -0.77% | Q1 2026 | Apr 23, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | New | 2,432 | 354 | 0.08% | — | 622 | +2,432 | New | Q1 2026 | May 11, 2026 |
| First Western Trust Bank | History | Reduced | 2,430 | 354 | 0.02% | 0.02% | 621 | -112 | -4.41% | Q1 2026 | May 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,416 | 352 | 0.02% | 0.02% | 623 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 2,420 | 352 | 0.04% | 0.03% | 624 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,413 | 351 | 0.01% | 0.01% | 625 | +247 | 11.4% | Q1 2026 | Apr 08, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 2,395 | 349 | 0.01% | 0.01% | 626 | +1 | 0.04% | Q1 2026 | May 11, 2026 |
| Moran Wealth Management, LLC | History | Added to | 2,393 | 348 | 0.01% | 0.01% | 628 | +413 | 20.86% | Q1 2026 | Apr 27, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,390 | 348 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 2,385 | 347 | 0.13% | 0.11% | 629 | -49 | -2.01% | Q1 2026 | May 12, 2026 |
| Family Legacy, Inc. | History | Reduced | 2,374 | 345 | 0.1% | 0.1% | 630 | -8 | -0.34% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | New | 2,363 | 344 | 0.03% | — | 632 | +2,363 | New | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | Added to | 2,363 | 344 | 0.02% | 0.02% | 631 | +272 | 13.01% | Q1 2026 | May 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,259 | 342 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Vantage Financial Partners, LLC | History | No change | 2,427 | 342 | 0.07% | 0.07% | 634 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Argent Trust Co | History | Added to | 2,346 | 341 | 0.01% | 0.01% | 635 | +165 | 7.57% | Q1 2026 | May 13, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,318 | 337 | 0.31% | 0.32% | 637 | -72 | -3.01% | Q1 2026 | May 11, 2026 |
| KilterHowling LLC | History | Added to | 2,316 | 337 | 0.17% | 0.16% | 636 | +7 | 0.3% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | No change | 2,308 | 336 | 0.02% | 0.02% | 638 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 2,306 | 336 | 0.16% | 0.14% | 639 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 2,294 | 334 | 0.22% | 0.19% | 641 | -404 | -14.97% | Q1 2026 | May 14, 2026 |
| THEORY FINANCIAL LLC | History | No change | 2,293 | 334 | 0.12% | 0.11% | 640 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 2,289 | 333 | 0.03% | 0.03% | 642 | -12 | -0.52% | Q1 2026 | Apr 24, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 2,281 | 332 | 0.08% | 0.08% | 643 | +1 | 0.04% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 2,275 | 331 | 0.0% | 0.0% | 644 | -5 | -0.22% | Q1 2026 | May 01, 2026 |
| RDA Financial Network | History | No change | 2,263 | 329 | 0.08% | 0.08% | 645 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 2,163 | 328 | 0.09% | 0.08% | 646 | +2 | 0.09% | Q1 2026 | Apr 30, 2026 |
| United Advisor Group, LLC | History | Reduced | 2,249 | 327 | 0.04% | 0.05% | 647 | -398 | -15.04% | Q1 2026 | Apr 17, 2026 |
| WEST BANCORPORATION INC | History | New | 2,208 | 321 | 0.16% | — | 648 | +2,208 | New | Q1 2026 | Apr 23, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 2,194 | 319 | 0.05% | 0.05% | 649 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 2,189 | 318 | 0.06% | 0.06% | 650 | +2 | 0.09% | Q1 2026 | May 06, 2026 |
| Essex Bank | History | No change | 2,170 | 316 | 0.07% | 0.07% | 651 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 2,155 | 314 | 0.01% | 0.0% | 652 | +51 | 2.42% | Q1 2026 | May 05, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 2,135 | 311 | 0.19% | 0.18% | 653 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Argentarii, LLC | History | Added to | 2,130 | 310 | 0.11% | 0.09% | 654 | +106 | 5.24% | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,132 | 310 | 0.05% | 0.04% | 655 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 1,980 | 305 | 0.01% | — | 656 | +1,980 | New | Q1 2026 | May 01, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,087 | 304 | 0.0% | 0.0% | 657 | +575 | 38.03% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,060 | 302 | 0.01% | 0.01% | 658 | +18 | 0.88% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 2,072 | 301 | 0.01% | — | 660 | +2,072 | New | Q1 2026 | Apr 20, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 2,070 | 301 | 0.05% | 0.05% | 659 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cooper Financial Group | History | Reduced | 2,059 | 300 | 0.03% | 0.05% | 661 | -1,198 | -36.78% | Q1 2026 | Apr 07, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,064 | 300 | 0.1% | 0.09% | 662 | -24 | -1.15% | Q1 2026 | May 15, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 2,050 | 298 | 0.0% | 0.0% | 663 | +270 | 15.17% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,050 | 298 | 0.0% | 0.0% | 664 | -160 | -7.24% | Q1 2026 | May 08, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 2,044 | 297 | 0.08% | 0.12% | 665 | -1,154 | -36.09% | Q1 2026 | Apr 16, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 2,043 | 297 | 0.12% | 0.12% | 666 | -126 | -5.81% | Q1 2026 | May 14, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 2,033 | 296 | 0.03% | 0.03% | 667 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 2,035 | 296 | 0.06% | 0.06% | 668 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Howard Capital Management Inc. | History | No change | 2,027 | 295 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,002 | 291 | 0.02% | 0.02% | 670 | +116 | 6.15% | Q1 2026 | Apr 30, 2026 |
| Ruggaard & Associates LLC | History | No change | 2,057 | 290 | 0.11% | 0.11% | 671 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| UNION SAVINGS BANK | History | No change | 1,990 | 290 | 0.13% | 0.12% | 672 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,987 | 289 | 0.02% | 0.02% | 673 | -509 | -20.39% | Q1 2026 | Apr 28, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 1,969 | 287 | 0.05% | 0.05% | 675 | +135 | 7.36% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 1,974 | 287 | 0.05% | 0.05% | 674 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SkyOak Wealth, LLC | History | No change | 1,969 | 286 | 0.05% | 0.05% | 676 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 2,028 | 286 | 0.1% | 0.1% | 677 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BAYBAN | History | No change | 1,966 | 286 | 0.25% | 0.24% | 678 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 1,820 | 285 | 0.1% | 0.11% | 679 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 1,962 | 285 | 0.04% | 0.04% | 680 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 1,942 | 283 | 0.01% | 0.01% | 682 | +3 | 0.15% | Q1 2026 | May 14, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 1,942 | 283 | 0.01% | 0.0% | 681 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | New | 1,902 | 281 | 0.02% | — | 683 | +1,902 | New | Q1 2026 | Apr 07, 2026 |
| FSA Advisors, Inc. | History | New | 1,922 | 280 | 0.18% | — | 684 | +1,922 | New | Q1 2026 | May 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,913 | 278 | 0.01% | 0.01% | 687 | +57 | 3.07% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | No change | 1,914 | 278 | 0.02% | 0.02% | 685 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,894 | 278 | 0.02% | 0.02% | 686 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Peak Financial Management, Inc. | History | No change | 1,900 | 276 | 0.07% | 0.07% | 688 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Elm Partners Management LLC | History | No change | 1,946 | 276 | 0.01% | 0.01% | 689 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investmark Advisory Group LLC | History | Added to | 1,861 | 271 | 0.12% | 0.1% | 690 | +221 | 13.48% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | No change | 1,856 | 270 | 0.01% | 0.01% | 691 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| River Wealth Advisors LLC | History | No change | 1,859 | 270 | 0.03% | 0.03% | 692 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 1,850 | 269 | 0.2% | 0.2% | 693 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 1,841 | 268 | 0.02% | 0.02% | 696 | -10 | -0.54% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,840 | 268 | 0.02% | 0.02% | 694 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,842 | 268 | 0.02% | 0.01% | 695 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 1,833 | 267 | 0.0% | — | 697 | +1,833 | New | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | No change | 1,811 | 263 | 0.04% | 0.04% | 698 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SNS Financial Group, LLC | History | No change | 1,808 | 263 | 0.02% | 0.02% | 699 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Belvedere Trading LLC | History | New | 1,800 | 262 | 0.0% | — | 701 | +1,800 | New | Q1 2026 | May 12, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 1,802 | 262 | 0.19% | 0.19% | 700 | +6 | 0.33% | Q1 2026 | Apr 20, 2026 |
| Networth Advisors, LLC | History | Reduced | 1,791 | 261 | 0.18% | 0.2% | 703 | -96 | -5.09% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,797 | 261 | 0.01% | 0.01% | 702 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 1,789 | 260 | 0.12% | 0.11% | 705 | +1 | 0.06% | Q1 2026 | May 14, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 1,781 | 260 | 0.05% | 0.05% | 704 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | No change | 1,783 | 259 | 0.01% | 0.01% | 706 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,771 | 258 | 0.0% | 0.0% | 707 | -37 | -2.05% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,770 | 257 | 0.0% | 0.0% | 708 | -3,000 | -62.89% | Q1 2026 | May 13, 2026 |
| Insight Inv LLC | History | Reduced | 1,752 | 255 | 0.14% | 0.15% | 709 | -113 | -6.06% | Q1 2026 | Apr 27, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,755 | 255 | 0.1% | 0.1% | 710 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 1,743 | 254 | 0.09% | 0.09% | 711 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Heritage Investment Group, Inc. | History | No change | 1,737 | 253 | 0.04% | 0.04% | 712 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,731 | 252 | 0.03% | 0.06% | 713 | -2,226 | -56.25% | Q1 2026 | May 01, 2026 |
| Calamos Advisors LLC | History | New | 1,726 | 251 | 0.0% | — | 716 | +1,726 | New | Q1 2026 | May 04, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,723 | 251 | 0.01% | 0.01% | 714 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Calamos Wealth Management LLC | History | No change | 1,726 | 251 | 0.01% | 0.01% | 715 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EASTERN BANK | History | Reduced | 1,719 | 250 | 0.0% | 0.01% | 717 | -404 | -19.03% | Q1 2026 | Apr 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 1,712 | 249 | 0.01% | 0.01% | 718 | +15 | 0.88% | Q1 2026 | Apr 21, 2026 |
| StoneX Group Inc. | History | Reduced | 1,696 | 247 | 0.01% | 0.04% | 719 | -5,345 | -75.91% | Q1 2026 | May 14, 2026 |
| IBEX WEALTH ADVISORS | History | New | 1,698 | 247 | 0.02% | — | 723 | +1,698 | New | Q1 2026 | Apr 30, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 1,699 | 247 | 0.01% | 0.01% | 721 | -170 | -9.1% | Q1 2026 | May 08, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,698 | 247 | 0.07% | 0.07% | 720 | -30 | -1.74% | Q1 2026 | Apr 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1,700 | 247 | 0.2% | 0.19% | 722 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 1,692 | 246 | 0.17% | 0.17% | 726 | -76 | -4.3% | Q1 2026 | May 12, 2026 |
| FDx Advisors, Inc. | History | Added to | 1,686 | 246 | 0.08% | 0.12% | 724 | +45 | 2.74% | Q1 2026 | May 01, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 1,692 | 246 | 0.05% | 0.05% | 725 | +9 | 0.53% | Q1 2026 | May 05, 2026 |
| Orgel Wealth Management, LLC | History | New | 1,675 | 244 | 0.01% | — | 728 | +1,675 | New | Q1 2026 | Apr 07, 2026 |
| Legacy Advisors, LLC | History | No change | 1,680 | 244 | 0.03% | 0.03% | 727 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 1,670 | 243 | 0.02% | 0.02% | 729 | -100 | -5.65% | Q1 2026 | May 13, 2026 |
| LAWOOD & CO | History | Reduced | 1,672 | 243 | 0.23% | 0.23% | 730 | -82 | -4.68% | Q1 2026 | Apr 14, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 1,661 | 242 | 0.13% | 0.12% | 734 | -6 | -0.36% | Q1 2026 | Apr 10, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 1,661 | 242 | 0.16% | 0.15% | 733 | +2 | 0.12% | Q1 2026 | May 04, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,664 | 242 | 0.02% | 0.02% | 731 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Chesley Taft & Associates LLC | History | No change | 1,661 | 242 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Unified Investment Management | History | No change | 1,665 | 242 | 0.25% | 0.23% | 735 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 1,655 | 241 | 0.01% | 0.02% | 736 | -318 | -16.12% | Q1 2026 | Apr 09, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 1,649 | 240 | 0.01% | 0.01% | 737 | -1,192 | -41.96% | Q1 2026 | May 14, 2026 |
| Vigil Wealth Management, LLC | History | No change | 1,653 | 240 | 0.19% | 0.19% | 738 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Glassman Wealth Services | History | No change | 1,645 | 239 | 0.03% | 0.03% | 739 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 1,634 | 238 | 0.0% | 0.0% | 740 | -651 | -28.49% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | No change | 1,634 | 238 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,623 | 236 | 0.05% | 0.05% | 742 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,615 | 235 | 0.0% | 0.0% | 743 | -196 | -10.82% | Q1 2026 | May 14, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 1,602 | 233 | 0.03% | 0.03% | 744 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Align Financial, LLC | History | Reduced | 1,589 | 231 | 0.13% | 0.13% | 746 | -222,539 | -99.29% | Q1 2026 | May 08, 2026 |
| ASPIRIANT, LLC | History | Reduced | 1,591 | 231 | 0.01% | 0.01% | 745 | -1,662 | -51.09% | Q1 2026 | May 12, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 1,575 | 229 | 0.05% | 0.05% | 748 | -58 | -3.55% | Q1 2026 | Apr 20, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 1,573 | 229 | 0.02% | 0.02% | 749 | -17 | -1.07% | Q1 2026 | May 13, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 1,575 | 229 | 0.01% | 0.01% | 747 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 1,566 | 228 | 0.03% | 0.03% | 751 | -1 | -0.06% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,565 | 228 | 0.07% | 0.07% | 750 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 1,559 | 227 | 0.09% | 0.09% | 752 | +51 | 3.38% | Q1 2026 | May 11, 2026 |
| Cordant, Inc. | History | Reduced | 1,545 | 225 | 0.09% | 0.2% | 753 | -1,914 | -55.33% | Q1 2026 | Apr 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 1,547 | 225 | 0.09% | 0.03% | 754 | +1,026 | 196.93% | Q1 2026 | May 15, 2026 |
| Neumann Capital Management, LLC | History | No change | 1,524 | 222 | 0.07% | 0.06% | 755 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 1,520 | 221 | 0.17% | 0.17% | 756 | -11 | -0.72% | Q1 2026 | Apr 28, 2026 |
| Snider Financial Group | History | Reduced | 1,516 | 220 | 0.07% | 0.07% | 757 | -406 | -21.12% | Q1 2026 | Apr 15, 2026 |
| Wealth Science Advisors LLC | History | No change | 1,554 | 219 | 0.12% | 0.13% | 758 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 1,500 | 218 | 0.01% | — | 760 | +1,500 | New | Q1 2026 | May 07, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 1,497 | 218 | 0.03% | 0.03% | 759 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FARMERS TRUST CO | History | No change | 1,485 | 216 | 0.03% | 0.03% | 761 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 1,487 | 216 | 0.04% | 0.04% | 762 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 1,480 | 215 | 0.04% | 0.04% | 763 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,471 | 214 | 0.0% | — | 764 | +1,471 | New | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,463 | 213 | 0.03% | 0.03% | 765 | -75 | -4.88% | Q1 2026 | Apr 30, 2026 |
| Synergy Financial Group, LTD | History | New | 1,455 | 212 | 0.16% | — | 766 | +1,455 | New | Q1 2026 | May 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 1,449 | 211 | 0.02% | 0.02% | 767 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Excelsior Advisor Network LLC | History | New | 1,438 | 209 | 0.08% | — | 768 | +1,438 | New | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | No change | 1,431 | 208 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,422 | 207 | 0.0% | 0.0% | 770 | -754 | -34.65% | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 1,415 | 206 | 0.11% | — | 773 | +1,415 | New | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,414 | 206 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MLP3, LLC | History | No change | 1,420 | 206 | 0.23% | 0.22% | 772 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Accelerate Investment Advisors LLC | History | New | 1,413 | 205 | 0.14% | — | 776 | +1,413 | New | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 1,412 | 205 | 0.01% | — | 774 | +1,412 | New | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 1,410 | 205 | 0.01% | — | 775 | +1,410 | New | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 1,405 | 204 | 0.01% | 0.02% | 778 | -1,482 | -51.33% | Q1 2026 | Apr 13, 2026 |
| Vivaldi Capital Management LP | History | New | 1,405 | 204 | 0.03% | — | 779 | +1,405 | New | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,400 | 204 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LaFleur & Godfrey LLC | History | New | 1,398 | 203 | 0.03% | — | 781 | +1,398 | New | Q1 2026 | May 04, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 1,396 | 203 | 0.02% | — | 782 | +1,396 | New | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,393 | 203 | 0.02% | 0.02% | 780 | -3 | -0.21% | Q1 2026 | Apr 06, 2026 |
| Campion Asset Management | History | New | 1,390 | 202 | 0.14% | — | 785 | +1,390 | New | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 1,389 | 202 | 0.01% | — | 784 | +1,389 | New | Q1 2026 | Apr 07, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 1,391 | 202 | 0.02% | 0.03% | 783 | -228 | -14.08% | Q1 2026 | May 08, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 1,377 | 200 | 0.02% | — | 786 | +1,377 | New | Q1 2026 | May 01, 2026 |
| Verum Partners LLC | History | New | 1,375 | 200 | 0.04% | — | 787 | +1,375 | New | Q1 2026 | Apr 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,363 | 198 | 0.03% | 0.03% | 788 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,355 | 197 | 0.1% | 0.09% | 789 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,325 | 193 | 0.04% | 0.04% | 790 | -49 | -3.57% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,324 | 192 | 0.0% | 0.0% | 791 | +753 | 131.87% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,304 | 191 | 0.01% | 0.02% | 792 | -372 | -22.2% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,305 | 190 | 0.02% | 0.02% | 793 | -43 | -3.19% | Q1 2026 | May 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,277 | 186 | 0.01% | 0.01% | 794 | +27 | 2.16% | Q1 2026 | May 18, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,283 | 186 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 1,245 | 181 | 0.03% | 0.05% | 796 | -1,036 | -45.42% | Q1 2026 | May 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 1,185 | 172 | 0.06% | 0.06% | 797 | +3 | 0.25% | Q1 2026 | May 06, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 1,152 | 167 | 0.13% | 0.11% | 798 | +85 | 7.97% | Q1 2026 | Apr 30, 2026 |
| ARIEL INVESTMENTS, LLC | History | New | 1,145 | 166 | 0.0% | — | 799 | +1,145 | New | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | Added to | 1,128 | 164 | 0.06% | 0.05% | 800 | +62 | 5.82% | Q1 2026 | Apr 22, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,124 | 163 | 0.01% | 0.01% | 801 | -25 | -2.18% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,114 | 157 | 0.01% | 0.01% | 802 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,076 | 156 | 0.03% | 0.03% | 803 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | New | 1,056 | 153 | 0.05% | — | 805 | +1,056 | New | Q1 2026 | May 14, 2026 |
| Clayton Financial Group LLC | History | No change | 1,050 | 153 | 0.08% | 0.08% | 804 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 1,039 | 151 | 0.02% | 0.02% | 806 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,018 | 148 | 0.09% | 0.05% | 807 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,002 | 146 | 0.01% | 0.01% | 808 | -386 | -27.81% | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 996 | 145 | 0.01% | 0.01% | 809 | +15 | 1.53% | Q1 2026 | Apr 24, 2026 |
| High Note Wealth, LLC | History | No change | 992 | 144 | 0.03% | 0.03% | 810 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 961 | 140 | 0.03% | 0.02% | 811 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 946 | 137 | 0.07% | 0.07% | 812 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 913 | 133 | 0.03% | 0.04% | 814 | -202 | -18.12% | Q1 2026 | May 14, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 913 | 133 | 0.06% | 0.06% | 813 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Reduced | 906 | 132 | 0.0% | 0.02% | 815 | -3,750 | -80.54% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | New | 902 | 131 | 0.06% | — | 816 | +902 | New | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 886 | 129 | 0.0% | 0.0% | 817 | -191 | -17.73% | Q1 2026 | May 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 882 | 128 | 0.03% | 0.03% | 818 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TSFG, LLC | History | Reduced | 861 | 125 | 0.02% | 0.03% | 819 | -730 | -45.88% | Q1 2026 | Apr 27, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 862 | 125 | 0.03% | 0.03% | 820 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 846 | 123 | 0.04% | 0.04% | 821 | +3 | 0.36% | Q1 2026 | Apr 14, 2026 |
| CoreFirst Bank & Trust | History | No change | 865 | 122 | 0.07% | 0.07% | 822 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pflug Koory, LLC | History | No change | 808 | 117 | 0.05% | 0.05% | 823 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 800 | 116 | 0.01% | 0.01% | 824 | +21 | 2.7% | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | No change | 784 | 114 | 0.03% | 0.03% | 825 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 778 | 113 | 0.0% | 0.17% | 826 | -34,416 | -97.79% | Q1 2026 | Apr 07, 2026 |
| Holos Integrated Wealth LLC | History | No change | 767 | 113 | 0.06% | 0.06% | 827 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Addison Advisors LLC | History | No change | 743 | 108 | 0.02% | 0.02% | 828 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 737 | 107 | 0.0% | 0.0% | 829 | -142 | -16.15% | Q1 2026 | Apr 06, 2026 |
| New Republic Capital, LLC | History | Added to | 737 | 107 | 0.04% | 0.03% | 830 | +37 | 5.29% | Q1 2026 | May 01, 2026 |
| Basepoint Wealth LLC | History | Added to | 738 | 107 | 0.06% | 0.06% | 831 | +2 | 0.27% | Q1 2026 | May 07, 2026 |
| Trust Co | History | No change | 717 | 104 | 0.01% | 0.01% | 832 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 692 | 100 | 0.08% | 0.08% | 834 | +3 | 0.44% | Q1 2026 | Apr 22, 2026 |
| Parvin Asset Management, LLC | History | No change | 691 | 100 | 0.07% | 0.08% | 833 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 683 | 99 | 0.06% | 0.07% | 835 | -235 | -25.6% | Q1 2026 | Apr 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 679 | 99 | 0.01% | 0.01% | 836 | +2 | 0.3% | Q1 2026 | May 15, 2026 |
| STEPH & CO | History | No change | 679 | 98 | 0.03% | 0.03% | 837 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 659 | 96 | 0.01% | 0.01% | 838 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GoalVest Advisory LLC | History | Reduced | 652 | 95 | 0.02% | 0.02% | 839 | -6 | -0.91% | Q1 2026 | Apr 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 614 | 89 | 0.01% | 0.01% | 841 | +100 | 19.46% | Q1 2026 | May 19, 2026 |
| Smithfield Trust Co | History | Reduced | 614 | 89 | 0.0% | 0.0% | 840 | -60 | -8.9% | Q1 2026 | May 08, 2026 |
| Avalon Trust Co | History | No change | 600 | 87 | 0.01% | 0.01% | 842 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 591 | 86 | 0.04% | 0.03% | 844 | +134 | 29.32% | Q1 2026 | May 07, 2026 |
| Provident Wealth Management, LLC | History | No change | 596 | 86 | 0.03% | 0.02% | 843 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 578 | 84 | 0.02% | 0.0% | 845 | +518 | 863.33% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 572 | 83 | 0.01% | 0.01% | 846 | +1 | 0.18% | Q1 2026 | Apr 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 559 | 81 | 0.01% | 0.01% | 847 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BankPlus Trust Department | History | No change | 557 | 81 | 0.02% | 0.02% | 848 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 573 | 80 | 0.01% | 0.01% | 849 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| United Community Bank | History | No change | 541 | 78 | 0.03% | 0.03% | 850 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Strive Financial Group ,LLC | History | No change | 535 | 78 | 0.04% | 0.04% | 851 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 521 | 76 | 0.0% | 0.0% | 853 | +16 | 3.17% | Q1 2026 | Apr 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 525 | 76 | 0.02% | 0.02% | 852 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Riverview Trust Co | History | No change | 520 | 75 | 0.09% | 0.09% | 854 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Connections Group, Inc. | History | No change | 517 | 75 | 0.03% | 0.02% | 855 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Archer Investment Corp | History | No change | 502 | 73 | 0.02% | 0.02% | 856 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Olistico Wealth, LLC | History | No change | 504 | 73 | 0.04% | 0.03% | 857 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 498 | 72 | 0.0% | 0.0% | 858 | +259 | 108.37% | Q1 2026 | Apr 28, 2026 |
| Bravera Wealth | History | Added to | 497 | 72 | 0.03% | 0.03% | 861 | +39 | 8.52% | Q1 2026 | Apr 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 516 | 72 | 0.02% | 0.02% | 859 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 500 | 72 | 0.06% | 0.06% | 860 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| North Star Investment Management Corp. | History | No change | 494 | 71 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 485 | 70 | 0.0% | 0.0% | 863 | +351 | 261.94% | Q1 2026 | May 07, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 483 | 70 | 0.02% | 0.02% | 864 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | No change | 466 | 67 | 0.01% | 0.01% | 865 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Operose Advisors LLC | History | No change | 465 | 67 | 0.02% | 0.02% | 866 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 419 | 66 | 0.01% | 0.01% | 867 | -61 | -12.71% | Q1 2026 | May 06, 2026 |
| Colonial Trust Advisors | History | No change | 450 | 65 | 0.01% | 0.0% | 868 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| City State Bank | History | Added to | 444 | 64 | 0.02% | 0.02% | 869 | +10 | 2.3% | Q1 2026 | Apr 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 424 | 61 | 0.0% | 0.0% | 870 | -76 | -15.2% | Q1 2026 | Apr 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 416 | 60 | 0.02% | 0.02% | 871 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 406 | 59 | 0.0% | — | 872 | +406 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 386 | 56 | 0.0% | 0.0% | 873 | +1 | 0.26% | Q1 2026 | May 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 379 | 55 | 0.02% | 0.02% | 874 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 392 | 55 | 0.0% | 0.0% | 875 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 368 | 53 | 0.01% | 0.03% | 876 | -545 | -59.69% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 370 | 53 | 0.03% | 0.03% | 877 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HOWE & RUSLING INC | History | No change | 361 | 52 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 350 | 51 | 0.01% | 0.03% | 879 | -277 | -44.18% | Q1 2026 | May 11, 2026 |
| Fairman Group, LLC | History | Added to | 344 | 50 | 0.04% | 0.04% | 880 | +1 | 0.29% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | No change | 339 | 49 | 0.0% | 0.0% | 881 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Motiv8 Investments LLC | History | No change | 337 | 48 | 0.03% | 0.03% | 882 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 324 | 47 | 0.02% | 0.02% | 883 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 310 | 45 | 0.01% | 0.01% | 884 | -363 | -53.94% | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 303 | 44 | 0.01% | 0.01% | 886 | -21 | -6.48% | Q1 2026 | Apr 08, 2026 |
| Copia Wealth Management | History | Added to | 308 | 44 | 0.03% | 0.03% | 885 | +8 | 2.67% | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | No change | 300 | 43 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kimelman & Baird, LLC | History | No change | 284 | 41 | 0.0% | 0.0% | 888 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Horizons Wealth Management | History | No change | 279 | 40 | 0.03% | 0.03% | 889 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Windsor Advisory Group, LLC | History | No change | 270 | 39 | 0.03% | 0.03% | 890 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 264 | 38 | 0.01% | 0.01% | 891 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | No change | 254 | 37 | 0.01% | 0.01% | 892 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 250 | 36 | 0.0% | 0.0% | 893 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 251 | 36 | 0.0% | 0.0% | 894 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Nova Wealth Management, Inc. | History | No change | 252 | 36 | 0.02% | 0.02% | 895 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 251 | 36 | 0.08% | 0.08% | 896 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 247 | 35 | 0.02% | 0.02% | 899 | +18 | 7.86% | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 246 | 35 | 0.01% | 0.01% | 897 | +2 | 0.82% | Q1 2026 | May 08, 2026 |
| Hughes Financial Services, LLC | History | No change | 247 | 35 | 0.01% | 0.01% | 898 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Forum Finance Group S.A. | History | New | 285 | 34 | 0.02% | — | 901 | +285 | New | Q1 2026 | May 07, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 247 | 34 | 0.0% | 0.0% | 900 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 220 | 32 | 0.01% | 0.01% | 902 | -25 | -10.2% | Q1 2026 | Apr 23, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 220 | 32 | 0.0% | 0.0% | 903 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| American Capital Advisory, LLC | History | No change | 220 | 32 | 0.01% | 0.01% | 904 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bank of New Hampshire | History | Reduced | 213 | 31 | 0.01% | 0.01% | 905 | -1 | -0.47% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 207 | 30 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Triumph Capital Management | History | No change | 211 | 30 | 0.01% | 0.01% | 907 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossmore Private Capital | History | No change | 210 | 30 | 0.0% | 0.0% | 908 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | No change | 208 | 30 | 0.0% | 0.0% | 909 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 200 | 29 | 0.0% | — | 912 | +200 | New | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 29 | 0.0% | 0.0% | 910 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 200 | 29 | 0.01% | 0.01% | 911 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 194 | 28 | 0.01% | 0.01% | 913 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mechanics Financial Corp | History | No change | 197 | 28 | 0.01% | 0.01% | 914 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 190 | 27 | 0.02% | 0.02% | 915 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | Added to | 182 | 26 | 0.0% | 0.0% | 918 | +22 | 13.75% | Q1 2026 | May 08, 2026 |
| Covenant Partners, LLC | History | No change | 191 | 26 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 181 | 26 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Roxbury Financial LLC | History | No change | 177 | 25 | 0.02% | 0.02% | 919 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 171 | 24 | 0.01% | 0.01% | 922 | +92 | 116.46% | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | Reduced | 167 | 24 | 0.0% | 0.01% | 921 | -25 | -13.02% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 170 | 24 | 0.0% | 0.0% | 920 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 158 | 23 | 0.0% | 0.0% | 924 | -354 | -69.14% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 162 | 23 | 0.0% | 0.0% | 923 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hara Capital LLC | History | No change | 148 | 21 | 0.01% | 0.01% | 925 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 150 | 21 | 0.02% | 0.02% | 926 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 144 | 20 | 0.0% | — | 928 | +144 | New | Q1 2026 | Apr 29, 2026 |
| Legend Capital Advisors LLC | History | New | 144 | 20 | 0.01% | — | 929 | +144 | New | Q1 2026 | May 15, 2026 |
| Winthrop Capital Management, LLC | History | No change | 139 | 20 | 0.01% | 0.0% | 927 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 128 | 19 | 0.01% | 0.01% | 930 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Field & Main Bank | History | No change | 134 | 19 | 0.01% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 129 | 18 | 0.01% | 0.01% | 932 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 118 | 17 | 0.01% | 0.04% | 934 | -436 | -78.7% | Q1 2026 | May 15, 2026 |
| MRP Capital Investments, LLC | History | New | 122 | 17 | 0.01% | — | 936 | +122 | New | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 121 | 17 | 0.0% | 0.0% | 933 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 119 | 17 | 0.01% | 0.01% | 935 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 116 | 16 | 0.0% | 0.0% | 940 | -95 | -45.02% | Q1 2026 | May 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 113 | 16 | 0.0% | 0.0% | 937 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clearstead Trust, LLC | History | No change | 111 | 16 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | No change | 112 | 16 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 107 | 15 | 0.0% | 0.0% | 941 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 100 | 15 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Front Row Advisors LLC | History | No change | 109 | 15 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 96 | 14 | 0.0% | 0.0% | 944 | +27 | 39.13% | Q1 2026 | May 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 100 | 14 | 0.0% | 0.0% | 945 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 97 | 14 | 0.0% | 0.0% | 946 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | No change | 102 | 14 | 0.0% | 0.0% | 947 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 105 | 14 | 0.0% | 0.0% | 948 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 92 | 13 | 0.0% | — | 950 | +92 | New | Q1 2026 | May 18, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 92 | 13 | 0.0% | — | 951 | +92 | New | Q1 2026 | Apr 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 94 | 13 | 0.0% | 0.0% | 949 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MOTCO | History | No change | 87 | 12 | 0.0% | 0.0% | 952 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SFAM, LLC | History | No change | 89 | 12 | 0.01% | 0.01% | 953 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MilWealth Group LLC | History | No change | 88 | 12 | 0.0% | 0.0% | 954 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 81 | 11 | 0.0% | 0.0% | 956 | +53 | 189.29% | Q1 2026 | May 08, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 80 | 11 | 0.0% | 0.0% | 955 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 78 | 11 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CNB Bank | History | No change | 74 | 10 | 0.0% | 0.0% | 958 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pingora Partners LLC | History | No change | 75 | 10 | 0.01% | 0.01% | 959 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 65 | 9 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| one8zero8, LLC | History | No change | 65 | 9 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 60 | 8 | 0.0% | — | 969 | +60 | New | Q1 2026 | May 06, 2026 |
| True Link Financial Advisors, LLC | History | New | 55 | 8 | 0.0% | — | 968 | +55 | New | Q1 2026 | Apr 29, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 57 | 8 | 0.0% | 0.0% | 962 | -1 | -1.72% | Q1 2026 | Apr 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 57 | 8 | 0.0% | 0.0% | 963 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tower View Wealth Management LLC | History | No change | 61 | 8 | 0.0% | 0.0% | 964 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 55 | 8 | 0.01% | 0.01% | 965 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Breakwater Investment Management | History | No change | 55 | 8 | 0.0% | 0.0% | 966 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 60 | 8 | 0.01% | 0.01% | 967 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 49 | 7 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 51 | 7 | 0.01% | 0.01% | 971 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 48 | 6 | 0.0% | 0.04% | 972 | -4,394 | -98.92% | Q1 2026 | Apr 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 42 | 6 | 0.0% | 0.0% | 974 | -1 | -2.33% | Q1 2026 | May 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 45 | 6 | 0.0% | 0.0% | 973 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Daytona Street Capital LLC | History | Added to | 34 | 5 | 0.0% | 0.0% | 981 | +22 | 183.33% | Q1 2026 | Apr 10, 2026 |
| GGM Financial LLC | History | Added to | 39 | 5 | 0.0% | 0.0% | 978 | +9 | 30.0% | Q1 2026 | May 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 41 | 5 | 0.0% | 0.0% | 975 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CHELSEA COUNSEL CO | History | No change | 42 | 5 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Planning Project LLC | History | No change | 41 | 5 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 10Elms LLP | History | No change | 37 | 5 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 34 | 4 | 0.0% | 0.0% | 982 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 28 | 4 | 0.0% | 0.0% | 983 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nemes Rush Group LLC | History | No change | 30 | 4 | 0.0% | 0.0% | 984 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Darwin Wealth Management, LLC | History | New | 22 | 3 | 0.0% | — | 989 | +22 | New | Q1 2026 | May 01, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 21 | 3 | 0.0% | — | 988 | +21 | New | Q1 2026 | Apr 14, 2026 |
| New Millennium Group LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 986 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 21 | 3 | 0.0% | 0.0% | 987 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 18 | 2 | 0.0% | 0.0% | 990 | -262 | -93.57% | Q1 2026 | May 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 16 | 2 | 0.0% | — | 997 | +16 | New | Q1 2026 | Apr 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 991 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PFS Partners, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 993 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | No change | 17 | 2 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quaker Wealth Management, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 998 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Kilter Group LLC | History | No change | 7 | 1 | 0.0% | — | 999 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 1000 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -77,028 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -58,876 | -100.0% | Q1 2026 | May 15, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -50,389 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -25,968 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,015 | -100.0% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -13,968 | -100.0% | Q1 2026 | Apr 21, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -12,289 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.11% | — | -8,390 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -6,430 | -100.0% | Q1 2026 | Apr 08, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,359 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.12% | — | -4,118 | -100.0% | Q1 2026 | Apr 09, 2026 |
| REINHART PARTNERS, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,055 | -100.0% | Q1 2026 | Apr 13, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,895 | -100.0% | Q1 2026 | May 13, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,497 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Granite FO LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,750 | -100.0% | Q1 2026 | May 12, 2026 |
| Fiduciary Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,591 | -100.0% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,587 | -100.0% | Q1 2026 | May 12, 2026 |
| W ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,533 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -2,509 | -100.0% | Q1 2026 | May 05, 2026 |
| Linden Thomas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,508 | -100.0% | Q1 2026 | Apr 10, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Closed out | 0 | 0 | — | 0.23% | — | -2,500 | -100.0% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,366 | -100.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,335 | -100.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,293 | -100.0% | Q1 2026 | May 15, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -2,102 | -100.0% | Q1 2026 | May 01, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,745 | -100.0% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,594 | -100.0% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,483 | -100.0% | Q1 2026 | May 11, 2026 |
| Portland Financial Advisors Inc | History | Closed out | 0 | 0 | — | 0.44% | — | -1,474 | -100.0% | Q1 2026 | Apr 27, 2026 |
| LMCG INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,448 | -100.0% | Q1 2026 | Apr 29, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,430 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,426 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,421 | -100.0% | Q1 2026 | May 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,340 | -100.0% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -399 | -100.0% | Q1 2026 | May 07, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -259 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -248 | -100.0% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 01, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.01% | — | -178 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -142 | -100.0% | Q1 2026 | Apr 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -77 | -100.0% | Q1 2026 | May 15, 2026 |
| Alaska Permanent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 08, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 01, 2026 |
| YANKCOM Partnership | History | Reduced | 1 | 0 | — | 0.0% | — | -15 | -93.75% | Q1 2026 | Apr 20, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Horizon Investments, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 23, 2026 |
| Fortis Group Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bell Investment Advisors, Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stephens Consulting, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |