J.P. Morgan Exchange-Traded Fund Trust - JEPI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 47,488,354 | 2,691,639 | 0.16% | 0.16% | 1 | +254,045 | 0.54% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 30,997,664 | 1,756,947 | 0.13% | 0.13% | 2 | -822,711 | -2.59% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16,357,007 | 927,115 | 0.17% | 0.18% | 3 | -455,989 | -2.71% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,272,620 | 682,971 | 0.04% | 0.02% | 4 | +6,545,707 | 114.3% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,165,921 | 632,884 | 0.17% | 0.17% | 5 | +1,274,550 | 12.89% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,554,441 | 484,865 | 0.15% | 0.14% | 6 | +455,171 | 5.62% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,366,269 | 474,201 | 0.08% | 0.07% | 7 | +449,485 | 5.68% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 7,224,145 | 409,464 | 0.11% | 0.07% | 8 | +3,048,260 | 73.0% | Q1 2026 | May 06, 2026 |
| Nationwide Fund Advisors | History | Reduced | 6,910,894 | 391,709 | 17.14% | 17.38% | 9 | -179,014 | -2.52% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Reduced | 6,769,549 | 383,698 | 0.06% | 0.07% | 10 | -406,088 | -5.66% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 6,083,774 | 344,828 | 0.37% | 0.35% | 11 | +553,011 | 10.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,419,221 | 307,246 | 0.45% | 0.48% | 12 | -274,988 | -4.83% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,364,248 | 247,365 | 0.35% | 0.32% | 13 | +109,230 | 2.57% | Q1 2026 | Apr 27, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 4,208,706 | 238,549 | 3.69% | 3.59% | 14 | +404,064 | 10.62% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,079,471 | 176,268 | 0.3% | 0.3% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,042,219 | 168,994 | 0.08% | 0.09% | 16 | +517,482 | 20.5% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,948,363 | 166,657 | 0.22% | — | 17 | +2,948,363 | New | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,921,309 | 165,579 | 0.18% | 0.18% | 18 | +39,686 | 1.38% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,821,484 | 159,921 | 0.15% | 0.15% | 19 | -7,644 | -0.27% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,800,288 | 158,720 | 0.39% | 0.35% | 20 | +107,684 | 4.0% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,741,652 | 155,396 | 0.43% | 0.43% | 21 | -321,770 | -10.5% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,639,710 | 149,618 | 0.09% | 0.11% | 22 | -364,055 | -12.12% | Q1 2026 | May 07, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 2,356,270 | 133,553 | 5.18% | 5.01% | 23 | +241,803 | 11.44% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,144,440 | 116,355 | 0.75% | 0.73% | 24 | +290,673 | 15.68% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,050,260 | 116,208 | 0.02% | 0.02% | 25 | -85,004 | -3.98% | Q1 2026 | May 05, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 2,030,560 | 115,092 | 10.9% | 10.71% | 26 | +68,589 | 3.5% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,929,732 | 109,377 | 0.06% | 0.05% | 27 | +278,868 | 16.89% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,839,578 | 104,267 | 0.39% | 0.47% | 28 | -140,907 | -7.11% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,778,164 | 100,786 | 0.26% | 0.29% | 29 | -115,588 | -6.1% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,713,220 | 97,105 | 0.17% | 0.18% | 30 | -41,775 | -2.38% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 1,576,054 | 89,330 | 3.6% | 3.26% | 31 | +64,995 | 4.3% | Q1 2026 | May 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,552,845 | 88,884 | 5.74% | 5.74% | 32 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,543,963 | 87,511 | 1.41% | 1.02% | 33 | +438,076 | 39.61% | Q1 2026 | Apr 27, 2026 |
| Enstar Group LTD | History | No change | 1,539,025 | 87,231 | 40.13% | 34.07% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Added to | 1,419,817 | 80,475 | 4.17% | 3.85% | 35 | +75,594 | 5.62% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 1,370,824 | 77,698 | 3.46% | 3.3% | 36 | +90,875 | 7.1% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 1,369,852 | 77,643 | 0.2% | 0.26% | 37 | -283,229 | -17.13% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 1,293,806 | 73,332 | 0.3% | 0.29% | 38 | +67,057 | 5.47% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,279,991 | 72,549 | 1.39% | 1.09% | 39 | +262,699 | 25.82% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,235,426 | 70,023 | 0.64% | 0.94% | 40 | -65,200 | -5.01% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Added to | 1,087,203 | 61,633 | 0.07% | 0.07% | 41 | +73,547 | 7.26% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,038,077 | 58,838 | 0.3% | 0.32% | 42 | +28,708 | 2.84% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,022,258 | 57,941 | 0.01% | 0.0% | 43 | +369,411 | 56.58% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,007,668 | 57,114 | 0.01% | 0.01% | 44 | +10,021 | 1.0% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 994,375 | 56,361 | 0.08% | 0.07% | 45 | +34,886 | 3.64% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 975,186 | 55,273 | 1.37% | 1.32% | 46 | +46,732 | 5.03% | Q1 2026 | Apr 29, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 993,025 | 55,261 | 3.24% | 2.86% | 47 | +55,988 | 5.98% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 941,864 | 53,384 | 4.03% | 3.34% | 48 | +192,704 | 25.72% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 925,552 | 52,463 | 0.4% | 0.4% | 49 | -2,478 | -0.27% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 902,434 | 51,149 | 0.58% | 0.56% | 50 | +42,508 | 4.94% | Q1 2026 | Apr 16, 2026 |
| HUB Investment Partners, LLC | History | Added to | 836,279 | 47,400 | 1.13% | 1.07% | 51 | +111,039 | 15.31% | Q1 2026 | May 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 816,880 | 46,300 | 5.96% | 5.36% | 52 | +144,966 | 21.58% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 804,512 | 45,599 | 0.74% | 0.74% | 53 | +61,425 | 8.27% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 769,455 | 43,435 | 0.09% | 0.11% | 54 | -604,371 | -43.99% | Q1 2026 | Apr 08, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 755,967 | 42,848 | 2.64% | 2.82% | 55 | +23,592 | 3.22% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 729,907 | 41,371 | 0.06% | 0.09% | 56 | -279,418 | -27.68% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | Added to | 726,571 | 41,182 | 2.18% | 2.23% | 57 | +13,407 | 1.88% | Q1 2026 | Apr 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 717,528 | 40,669 | 0.52% | 0.5% | 58 | +36,266 | 5.32% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 709,422 | 40,210 | 0.21% | 0.19% | 59 | +233,581 | 49.09% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 684,459 | 38,795 | 0.22% | 0.21% | 60 | +37,020 | 5.72% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 682,378 | 38,677 | 0.01% | 0.01% | 61 | -41,215 | -5.7% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 659,626 | 37,348 | 0.18% | 0.19% | 62 | +17,310 | 2.69% | Q1 2026 | May 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 646,487 | 36,642 | 5.33% | 6.76% | 63 | -119,196 | -15.57% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 644,712 | 36,542 | 0.45% | 0.47% | 64 | -12,802 | -1.95% | Q1 2026 | Apr 20, 2026 |
| First Financial Bank - Trust Division | History | Added to | 636,728 | 36,089 | 2.91% | 2.85% | 65 | +31,260 | 5.16% | Q1 2026 | Apr 01, 2026 |
| Mariner, LLC | History | Added to | 609,009 | 34,518 | 0.04% | 0.03% | 66 | +111,485 | 22.41% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 608,099 | 34,467 | 0.43% | 0.44% | 67 | -11,762 | -1.9% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 606,352 | 34,367 | 0.56% | 0.14% | 68 | +482,640 | 390.13% | Q1 2026 | May 18, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 596,392 | 33,803 | 2.39% | 2.58% | 69 | -7,875 | -1.3% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 547,521 | 31,033 | 0.04% | 0.04% | 70 | +77,530 | 16.5% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 544,854 | 30,882 | 0.23% | 0.16% | 71 | +192,355 | 54.57% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 541,224 | 30,676 | 0.45% | 0.52% | 72 | -54,410 | -9.13% | Q1 2026 | Apr 17, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 529,383 | 30,598 | 2.24% | 2.22% | 73 | +12,374 | 2.39% | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 534,301 | 30,284 | 0.24% | 0.24% | 74 | +183,831 | 52.45% | Q1 2026 | May 15, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 534,014 | 30,267 | 3.09% | 2.81% | 75 | +54,560 | 11.38% | Q1 2026 | May 07, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Reduced | 533,898 | 30,261 | 15.05% | 14.87% | 76 | -9,021 | -1.66% | Q1 2026 | Apr 22, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 532,358 | 30,174 | 8.46% | 7.97% | 77 | +46,257 | 9.52% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 524,978 | 29,755 | 1.0% | 0.49% | 78 | +18,022 | 3.55% | Q1 2026 | Apr 23, 2026 |
| BOKF, NA | History | Added to | 502,821 | 28,499 | 0.44% | 0.43% | 79 | +15,382 | 3.16% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 500,267 | 28,355 | 0.33% | 0.13% | 80 | +312,018 | 165.75% | Q1 2026 | May 08, 2026 |
| Horizon Advisory Services, Inc. | History | Added to | 495,128 | 28,063 | 14.36% | 14.08% | 81 | +8,895 | 1.83% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 485,575 | 27,522 | 0.15% | 0.16% | 82 | -18,354 | -3.64% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 475,324 | 26,941 | 0.01% | 0.01% | 83 | +55,924 | 13.33% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Added to | 471,546 | 26,727 | 0.33% | 0.31% | 84 | +38,268 | 8.83% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 468,740 | 26,568 | 0.14% | 0.14% | 85 | +17,832 | 3.95% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 464,690 | 26,338 | 0.21% | 0.19% | 86 | -1,350 | -0.29% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 464,137 | 26,307 | 5.31% | 5.46% | 87 | +14,864 | 3.31% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 463,452 | 26,268 | 0.08% | 0.07% | 88 | +60,270 | 14.95% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 459,668 | 26,055 | 0.42% | 0.43% | 89 | +4,592 | 1.01% | Q1 2026 | Apr 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 456,638 | 25,882 | 0.22% | 0.36% | 90 | -270,401 | -37.19% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 434,984 | 24,654 | 0.57% | 0.09% | 91 | +401,307 | 1191.64% | Q1 2026 | Apr 27, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 432,989 | 24,541 | 4.11% | 3.93% | 92 | +20,712 | 5.02% | Q1 2026 | Apr 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 432,895 | 24,536 | 2.59% | 2.86% | 93 | -27,607 | -5.99% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 432,461 | 24,511 | 0.27% | 0.03% | 94 | +393,837 | 1019.67% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 417,797 | 23,680 | 0.46% | 0.32% | 95 | +133,961 | 47.2% | Q1 2026 | Apr 14, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 415,000 | 23,522 | 1.54% | 1.56% | 96 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 411,924 | 23,347 | 1.6% | 1.5% | 97 | +29,972 | 7.85% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 411,371 | 23,316 | 0.34% | 0.47% | 98 | -115,463 | -21.92% | Q1 2026 | May 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 405,584 | 22,988 | 4.12% | 4.02% | 99 | +35,918 | 9.72% | Q1 2026 | Apr 15, 2026 |
| Melia Wealth LLC | History | Added to | 403,016 | 22,842 | 11.06% | 10.34% | 100 | +12,053 | 3.08% | Q1 2026 | May 08, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 395,348 | 22,408 | 0.62% | 0.62% | 101 | +9,785 | 2.54% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Added to | 394,348 | 22,351 | 0.27% | 0.21% | 102 | +106,411 | 36.96% | Q1 2026 | May 12, 2026 |
| Hilton Capital Management, LLC | History | Added to | 391,397 | 22,184 | 1.68% | 0.81% | 103 | +203,332 | 108.12% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 382,573 | 22,108 | 0.33% | 0.39% | 104 | +34,692 | 9.97% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 387,231 | 21,947 | 0.04% | 0.04% | 105 | +42,068 | 12.19% | Q1 2026 | May 14, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 386,821 | 21,925 | 3.43% | 3.41% | 106 | +15,195 | 4.09% | Q1 2026 | May 01, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 382,964 | 21,706 | 6.84% | 6.61% | 107 | +4,600 | 1.22% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 372,946 | 21,369 | 0.48% | 0.52% | 108 | +10,298 | 2.84% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 355,888 | 20,171 | 0.37% | 0.1% | 109 | +262,442 | 280.85% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 350,361 | 20,054 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 352,954 | 20,005 | 4.52% | 4.74% | 111 | -4,437 | -1.24% | Q1 2026 | Apr 27, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 364,538 | 19,971 | 4.3% | 4.21% | 112 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 349,632 | 19,817 | 1.04% | 1.05% | 113 | +15,699 | 4.7% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 347,694 | 19,707 | 0.04% | 0.0% | 114 | +325,632 | 1475.99% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 345,824 | 19,601 | 0.03% | 0.05% | 115 | -198,293 | -36.44% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Reduced | 341,419 | 19,351 | 1.96% | 2.65% | 116 | -93,487 | -21.5% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 322,187 | 18,261 | 0.09% | 0.1% | 117 | -782 | -0.24% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 321,993 | 18,250 | 0.94% | 0.87% | 118 | +36,930 | 12.96% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 321,496 | 18,135 | 0.17% | 0.21% | 119 | -16,491 | -4.88% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 319,712 | 18,121 | 0.1% | 0.04% | 120 | +203,285 | 174.6% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 319,062 | 18,084 | 0.28% | 0.28% | 121 | +78,512 | 32.64% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 315,800 | 17,899 | 0.0% | 0.01% | 122 | -651,715 | -67.36% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 314,120 | 17,804 | 1.0% | 1.07% | 123 | +156,476 | 99.26% | Q1 2026 | Apr 22, 2026 |
| Tenzing Financial LLC | History | Added to | 307,573 | 17,796 | 13.36% | 13.52% | 124 | +16,521 | 5.68% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 313,710 | 17,781 | 0.24% | 0.23% | 125 | +26,294 | 9.15% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 310,867 | 17,619 | 0.21% | 0.25% | 126 | +5,286 | 1.73% | Q1 2026 | Apr 23, 2026 |
| Steele Capital Management, Inc. | History | Added to | 308,905 | 17,508 | 0.73% | 0.75% | 127 | +3,939 | 1.29% | Q1 2026 | Apr 29, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 305,680 | 17,325 | 2.41% | 2.34% | 128 | +16,423 | 5.68% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 304,732 | 17,272 | 0.09% | 0.08% | 129 | +61,000 | 25.03% | Q1 2026 | May 13, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 304,682 | 17,269 | 3.38% | 3.54% | 130 | -19,536 | -6.03% | Q1 2026 | Apr 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 303,191 | 17,184 | 1.03% | 1.01% | 131 | +3,894 | 1.3% | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | Reduced | 302,286 | 17,133 | 0.44% | 0.47% | 132 | -10 | -0.0% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 294,892 | 16,714 | 0.34% | 0.34% | 133 | +797 | 0.27% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 294,423 | 16,687 | 1.22% | 0.91% | 134 | +68,707 | 30.44% | Q1 2026 | May 05, 2026 |
| Columbus Macro, LLC | History | Added to | 293,638 | 16,643 | 1.78% | 1.75% | 135 | +14,260 | 5.1% | Q1 2026 | Apr 21, 2026 |
| Requisite Capital Management, LLC | History | Added to | 293,013 | 16,607 | 3.09% | 2.77% | 136 | +39,835 | 15.73% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 291,033 | 16,495 | 0.07% | 0.07% | 137 | +9,102 | 3.23% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 289,836 | 16,427 | 0.14% | 0.18% | 138 | -139,414 | -32.48% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 287,459 | 16,293 | 5.88% | 5.73% | 139 | +3,167 | 1.11% | Q1 2026 | May 04, 2026 |
| SFMG, LLC | History | Reduced | 286,475 | 16,237 | 1.1% | 1.14% | 140 | -9,364 | -3.17% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 285,551 | 16,193 | 0.1% | 0.09% | 141 | +19,459 | 7.31% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 283,646 | 16,077 | 0.05% | 0.04% | 142 | +46,443 | 19.58% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 280,536 | 15,900 | 0.01% | 0.01% | 143 | +47,821 | 20.55% | Q1 2026 | May 12, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 280,257 | 15,884 | 2.21% | 2.15% | 144 | -1,318 | -0.47% | Q1 2026 | May 04, 2026 |
| St. Clair Advisors, LLC | History | Added to | 279,654 | 15,850 | 4.22% | 3.9% | 145 | +15,346 | 5.81% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 277,848 | 15,748 | 0.1% | 0.09% | 146 | +20,759 | 8.07% | Q1 2026 | May 05, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 277,374 | 15,721 | 2.87% | 3.07% | 147 | -17,196 | -5.84% | Q1 2026 | May 01, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 276,071 | 15,647 | 0.94% | 1.02% | 148 | -26,627 | -8.8% | Q1 2026 | May 01, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 273,846 | 15,622 | 2.32% | 2.84% | 149 | -26,362 | -8.78% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 273,291 | 15,490 | 0.62% | 0.83% | 150 | -87,771 | -24.31% | Q1 2026 | Apr 28, 2026 |
| Everest Financial Group LLC | History | Added to | 268,497 | 15,218 | 2.51% | 2.88% | 151 | +43,725 | 19.45% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 267,421 | 15,157 | 0.03% | 0.03% | 152 | +63,131 | 30.9% | Q1 2026 | May 05, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 266,791 | 15,121 | 1.08% | 1.11% | 153 | -2,698 | -1.0% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Added to | 266,382 | 15,098 | 1.34% | 1.24% | 154 | +66,369 | 33.18% | Q1 2026 | Apr 30, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 264,277 | 14,979 | 4.76% | 5.44% | 155 | -39,369 | -12.97% | Q1 2026 | Apr 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 259,262 | 14,694 | 0.4% | 0.37% | 156 | +8,765 | 3.5% | Q1 2026 | Apr 27, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 258,791 | 14,668 | 1.02% | 0.99% | 157 | -4,925 | -1.87% | Q1 2026 | Apr 28, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 256,058 | 14,513 | 1.46% | 1.11% | 158 | +60,772 | 31.12% | Q1 2026 | May 11, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 254,769 | 14,440 | 2.0% | 1.94% | 159 | -3,804 | -1.47% | Q1 2026 | Apr 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 253,727 | 14,381 | 0.07% | 0.03% | 160 | +149,873 | 144.31% | Q1 2026 | Apr 24, 2026 |
| Magnus Financial Group LLC | History | Reduced | 252,099 | 14,288 | 1.16% | 1.12% | 161 | -3,252 | -1.27% | Q1 2026 | Apr 10, 2026 |
| World Investment Advisors | History | Added to | 248,875 | 14,106 | 0.23% | 0.22% | 162 | +12,278 | 5.19% | Q1 2026 | Apr 27, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 248,062 | 14,060 | 7.05% | 7.01% | 163 | +368 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 247,324 | 14,018 | 0.33% | 0.31% | 164 | +29,019 | 13.29% | Q1 2026 | May 04, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 247,101 | 14,005 | 3.02% | 2.98% | 165 | -867 | -0.35% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 245,608 | 13,921 | 0.19% | 0.19% | 166 | +11,728 | 5.01% | Q1 2026 | May 12, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 244,288 | 13,846 | 8.92% | 9.06% | 167 | +14,045 | 6.1% | Q1 2026 | Apr 21, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 244,082 | 13,834 | 6.08% | 5.71% | 168 | +28,881 | 13.42% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Added to | 243,931 | 13,826 | 0.44% | 0.43% | 169 | +19,445 | 8.66% | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Added to | 243,761 | 13,816 | 3.11% | 3.17% | 170 | +13,132 | 5.69% | Q1 2026 | Apr 08, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 243,427 | 13,797 | 1.45% | 1.62% | 171 | -15,684 | -6.05% | Q1 2026 | May 11, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 241,686 | 13,698 | 3.09% | 3.29% | 172 | -9,662 | -3.84% | Q1 2026 | Apr 17, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 236,766 | 13,694 | 2.96% | 3.09% | 173 | +1,325 | 0.56% | Q1 2026 | Apr 16, 2026 |
| Allen Capital Group, LLC | History | No change | 238,173 | 13,633 | 1.25% | 1.25% | 174 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Added to | 239,863 | 13,595 | 0.17% | 0.16% | 175 | +45,965 | 23.71% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | Added to | 237,902 | 13,584 | 6.15% | 6.14% | 176 | +2,052 | 0.87% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 233,961 | 13,260 | 0.42% | 0.28% | 177 | +82,069 | 54.03% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 229,372 | 13,000 | 0.62% | 0.64% | 178 | -3,343 | -1.44% | Q1 2026 | Apr 28, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 252,742 | 12,791 | 2.13% | — | 179 | +252,742 | New | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 225,098 | 12,758 | 0.3% | 0.3% | 180 | +9,675 | 4.49% | Q1 2026 | May 15, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 224,810 | 12,742 | 5.12% | 5.18% | 181 | +3,653 | 1.65% | Q1 2026 | Apr 23, 2026 |
| Community Bank, N.A. | History | Added to | 224,779 | 12,740 | 1.52% | 1.2% | 182 | +47,528 | 26.81% | Q1 2026 | May 12, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 224,230 | 12,709 | 1.97% | 2.72% | 183 | -74,218 | -24.87% | Q1 2026 | Apr 23, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 221,120 | 12,533 | 0.09% | 0.11% | 184 | -18,838 | -7.85% | Q1 2026 | May 15, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 219,531 | 12,443 | 5.4% | 5.05% | 185 | +16,693 | 8.23% | Q1 2026 | Apr 16, 2026 |
| First National Advisers, LLC | History | Reduced | 211,674 | 11,998 | 1.76% | 1.69% | 186 | -3,605 | -1.67% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 210,946 | 11,956 | 0.17% | 0.17% | 187 | -16,721 | -7.34% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 209,100 | 11,852 | 0.31% | 0.31% | 188 | +21,198 | 11.28% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 208,656 | 11,827 | 0.34% | 0.31% | 189 | +25,372 | 13.84% | Q1 2026 | Apr 21, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 207,408 | 11,755 | 18.05% | 6.01% | 190 | +12,882 | 6.62% | Q1 2026 | May 04, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 203,071 | 11,510 | 0.64% | 0.7% | 191 | -16,077 | -7.34% | Q1 2026 | Apr 23, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 197,028 | 11,293 | 1.75% | 1.75% | 192 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 198,577 | 11,255 | 0.41% | 0.34% | 193 | +33,668 | 20.42% | Q1 2026 | Apr 28, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 198,207 | 11,234 | 3.16% | 3.13% | 194 | +533 | 0.27% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 196,812 | 11,155 | 0.67% | 0.66% | 195 | +8,375 | 4.44% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 196,208 | 11,121 | 0.7% | 0.72% | 196 | -6,573 | -3.24% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 195,869 | 11,101 | 0.31% | 0.01% | 197 | +188,912 | 2715.42% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | New | 195,134 | 11,060 | 0.48% | — | 198 | +195,134 | New | Q1 2026 | May 11, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 194,262 | 11,010 | 4.1% | 3.81% | 199 | +5,162 | 2.73% | Q1 2026 | May 14, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 190,460 | 10,795 | 5.55% | 6.38% | 200 | -15,382 | -7.47% | Q1 2026 | Apr 24, 2026 |
| Argent Trust Co | History | Added to | 190,070 | 10,773 | 0.37% | 0.36% | 201 | +4,451 | 2.4% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 187,928 | 10,651 | 0.24% | 0.24% | 202 | +1,200 | 0.64% | Q1 2026 | May 15, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 186,538 | 10,572 | 7.31% | 7.5% | 203 | +13,526 | 7.82% | Q1 2026 | Apr 21, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 185,290 | 10,502 | 1.47% | 1.4% | 204 | +962 | 0.52% | Q1 2026 | Apr 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 181,449 | 10,480 | 2.76% | 3.73% | 205 | -44,990 | -19.87% | Q1 2026 | Apr 21, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 182,906 | 10,469 | 7.51% | 7.51% | 206 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| F/m Investments LLC | History | Reduced | 182,825 | 10,362 | 0.69% | 0.4% | 207 | -345 | -0.19% | Q1 2026 | May 11, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 179,064 | 10,315 | 6.88% | 6.74% | 208 | +11,736 | 7.01% | Q1 2026 | Apr 24, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 180,980 | 10,257 | 1.99% | 1.99% | 209 | -1,449 | -0.79% | Q1 2026 | Apr 16, 2026 |
| Perkins Coie Trust Co | History | Added to | 178,836 | 10,136 | 1.95% | 1.74% | 210 | +15,717 | 9.64% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 177,078 | 10,036 | 0.07% | 0.08% | 211 | -3,896 | -2.15% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 176,399 | 9,993 | 0.02% | 0.02% | 212 | -18,763 | -9.61% | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 176,238 | 9,939 | 0.03% | 0.02% | 213 | +129,667 | 278.43% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 174,695 | 9,901 | 1.21% | 1.47% | 214 | -40,004 | -18.63% | Q1 2026 | May 05, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Reduced | 173,778 | 9,849 | 2.81% | 3.03% | 215 | -10,547 | -5.72% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 172,000 | 9,748 | 0.61% | 0.57% | 216 | +17,706 | 11.48% | Q1 2026 | Apr 27, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 170,927 | 9,688 | 0.76% | 0.72% | 217 | +9,479 | 5.87% | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | Added to | 169,135 | 9,586 | 2.74% | 2.15% | 218 | +37,649 | 28.63% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Reduced | 167,683 | 9,504 | 0.19% | 0.21% | 219 | -15,263 | -8.34% | Q1 2026 | Apr 17, 2026 |
| MBA Advisors LLC | History | Added to | 167,529 | 9,495 | 3.65% | 3.45% | 220 | +18,106 | 12.12% | Q1 2026 | Apr 20, 2026 |
| Montis Financial, LLC | History | Added to | 166,998 | 9,465 | 1.96% | 1.73% | 221 | +14,130 | 9.24% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | Added to | 165,300 | 9,369 | 0.1% | 0.03% | 222 | +141,345 | 590.04% | Q1 2026 | May 12, 2026 |
| Integrity Wealth Partners, LLC | History | New | 164,789 | 9,340 | 8.41% | — | 223 | +164,789 | New | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 164,098 | 9,301 | 0.1% | 0.11% | 224 | +2,826 | 1.75% | Q1 2026 | Apr 20, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 163,895 | 9,289 | 2.17% | 2.19% | 225 | -2,403 | -1.44% | Q1 2026 | Apr 17, 2026 |
| Krilogy Financial LLC | History | Added to | 160,649 | 9,251 | 0.3% | 0.32% | 226 | +1,655 | 1.04% | Q1 2026 | Apr 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 161,496 | 9,109 | 0.63% | 0.74% | 227 | -26,813 | -14.24% | Q1 2026 | May 01, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 157,904 | 9,085 | 1.84% | 1.86% | 228 | +11,094 | 7.56% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 162,331 | 9,033 | 0.28% | 0.28% | 229 | -2,274 | -1.38% | Q1 2026 | May 11, 2026 |
| Cadence Bank | History | No change | 157,709 | 9,027 | 0.53% | 0.53% | 230 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Visionary Wealth Advisors | History | Reduced | 159,207 | 9,023 | 0.4% | 0.5% | 231 | -33,462 | -17.37% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 158,080 | 8,960 | 0.01% | 0.01% | 232 | +63,543 | 67.21% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 158,036 | 8,957 | 0.34% | 0.29% | 233 | +20,532 | 14.93% | Q1 2026 | May 11, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 159,523 | 8,926 | 3.92% | 4.64% | 234 | -12,834 | -7.45% | Q1 2026 | May 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 157,419 | 8,914 | 1.18% | 0.97% | 235 | +30,970 | 24.49% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Reduced | 155,766 | 8,828 | 0.04% | 0.08% | 236 | -99,051 | -38.87% | Q1 2026 | May 04, 2026 |
| Pacific Center for Financial Services | History | Reduced | 154,667 | 8,766 | 2.22% | 2.33% | 237 | -5,661 | -3.53% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | Reduced | 152,726 | 8,656 | 0.91% | 1.15% | 238 | -22,079 | -12.63% | Q1 2026 | Apr 29, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 150,838 | 8,549 | 2.98% | 3.61% | 239 | -11,165 | -6.89% | Q1 2026 | Apr 21, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 150,184 | 8,514 | 2.11% | 2.33% | 240 | -30,161 | -16.72% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 149,662 | 8,482 | 0.55% | 0.5% | 241 | +17,154 | 12.95% | Q1 2026 | Apr 15, 2026 |
| Fairway Wealth LLC | History | Added to | 149,554 | 8,476 | 2.24% | 2.29% | 242 | +911 | 0.61% | Q1 2026 | Apr 23, 2026 |
| NWF Advisory Services Inc. | History | Added to | 149,275 | 8,460 | 0.96% | 0.94% | 243 | +55 | 0.04% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 148,985 | 8,444 | 0.69% | 0.63% | 244 | +21,045 | 16.45% | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 148,284 | 8,404 | 0.22% | 0.22% | 245 | -204 | -0.14% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 148,005 | 8,388 | 0.27% | 0.15% | 246 | -616 | -0.41% | Q1 2026 | Apr 29, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 147,035 | 8,333 | 2.42% | 2.4% | 247 | +1,447 | 0.99% | Q1 2026 | Apr 10, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 145,448 | 8,244 | 5.15% | 4.89% | 248 | +26,285 | 22.06% | Q1 2026 | Apr 27, 2026 |
| NCM Capital Management, LLC | History | Added to | 144,607 | 8,196 | 2.93% | 3.05% | 249 | +856 | 0.6% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 144,439 | 8,186 | 0.1% | 0.04% | 250 | +81,698 | 130.21% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Reduced | 144,283 | 8,177 | 0.23% | 0.24% | 251 | -7,460 | -4.92% | Q1 2026 | May 04, 2026 |
| CFO4Life Group, LLC | History | Added to | 143,649 | 8,142 | 1.24% | 1.17% | 252 | +118 | 0.08% | Q1 2026 | May 11, 2026 |
| Financially in Tune, LLC | History | Added to | 142,234 | 8,061 | 6.93% | 6.62% | 253 | +18,280 | 14.75% | Q1 2026 | Apr 22, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 141,976 | 8,047 | 1.46% | 1.39% | 254 | +10,547 | 8.02% | Q1 2026 | May 04, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 141,514 | 8,021 | 3.63% | 2.37% | 255 | +58,235 | 69.93% | Q1 2026 | Apr 20, 2026 |
| DeDora Capital, Inc. | History | Added to | 141,476 | 8,018 | 1.97% | 1.84% | 256 | +5,782 | 4.26% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 138,785 | 7,866 | 0.02% | 0.01% | 257 | +19,261 | 16.11% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 137,986 | 7,821 | 0.17% | 0.16% | 258 | +5,722 | 4.33% | Q1 2026 | May 01, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 137,320 | 7,783 | 0.83% | 0.8% | 259 | -156 | -0.11% | Q1 2026 | Apr 15, 2026 |
| PFG Investments, LLC | History | Reduced | 136,653 | 7,745 | 0.36% | 0.37% | 260 | -1,231 | -0.89% | Q1 2026 | Apr 27, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 136,432 | 7,732 | 0.74% | 0.67% | 261 | +13,252 | 10.76% | Q1 2026 | Apr 22, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 136,482 | 7,718 | 3.12% | 3.01% | 262 | -2,196 | -1.58% | Q1 2026 | May 13, 2026 |
| Madrona Financial Services, LLC | History | Added to | 134,600 | 7,629 | 1.67% | 1.01% | 263 | +52,107 | 63.17% | Q1 2026 | Apr 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 134,241 | 7,609 | 0.36% | 0.35% | 264 | -699 | -0.52% | Q1 2026 | May 18, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 133,390 | 7,567 | 1.66% | 1.68% | 265 | +416 | 0.31% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 133,423 | 7,562 | 0.23% | 0.33% | 266 | -23,950 | -15.22% | Q1 2026 | May 15, 2026 |
| Financial Alternatives, Inc | History | Added to | 133,183 | 7,548 | 4.07% | 4.3% | 267 | +3,951 | 3.06% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 132,824 | 7,528 | 0.52% | 0.48% | 268 | +11,102 | 9.12% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 132,329 | 7,500 | 0.41% | 0.41% | 269 | +8,125 | 6.54% | Q1 2026 | May 11, 2026 |
| Stelac Advisory Services LLC | History | Added to | 131,947 | 7,478 | 1.51% | 0.78% | 270 | +93,828 | 246.14% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Reduced | 131,637 | 7,461 | 0.13% | 0.14% | 271 | -6,170 | -4.48% | Q1 2026 | Apr 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 131,024 | 7,426 | 1.37% | 1.37% | 272 | +4,512 | 3.57% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 130,858 | 7,417 | 0.07% | — | 273 | +130,858 | New | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 130,582 | 7,401 | 0.99% | 0.95% | 274 | +8,792 | 7.22% | Q1 2026 | Apr 08, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 130,559 | 7,400 | 0.32% | 0.32% | 275 | -1,940 | -1.46% | Q1 2026 | May 08, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 130,367 | 7,389 | 2.36% | 2.48% | 276 | -1,372 | -1.04% | Q1 2026 | May 08, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 130,258 | 7,383 | 7.53% | 4.11% | 277 | +59,192 | 83.29% | Q1 2026 | Apr 10, 2026 |
| Clearstead Trust, LLC | History | Added to | 130,161 | 7,377 | 1.2% | 1.16% | 278 | +1,552 | 1.21% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 130,729 | 7,275 | 0.26% | 0.21% | 279 | +35,503 | 37.28% | Q1 2026 | May 15, 2026 |
| Decker Wealth Management LLC | History | Reduced | 127,740 | 7,240 | 1.64% | 1.93% | 280 | -25,837 | -16.82% | Q1 2026 | May 06, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 127,257 | 7,212 | 0.83% | 0.92% | 281 | -2,155 | -1.67% | Q1 2026 | May 08, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 127,097 | 7,203 | 1.3% | 1.19% | 282 | -2,181 | -1.69% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 120,689 | 6,840 | 0.19% | 0.11% | 283 | +60,645 | 101.0% | Q1 2026 | Apr 09, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 120,617 | 6,836 | 0.87% | 0.83% | 284 | +1,831 | 1.54% | Q1 2026 | Apr 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 120,253 | 6,815 | 0.38% | 0.26% | 285 | +39,704 | 49.29% | Q1 2026 | Apr 30, 2026 |
| Leelyn Smith, LLC | History | Added to | 120,173 | 6,811 | 0.96% | 0.18% | 286 | +98,133 | 445.25% | Q1 2026 | Apr 27, 2026 |
| LeClair Wealth Partners LLC | History | New | 117,113 | 6,637 | 2.29% | — | 288 | +117,113 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 117,113 | 6,637 | 2.29% | 4.06% | 287 | -80,333 | -40.69% | Q1 2026 | May 05, 2026 |
| Community Financial Services Group, LLC | History | Added to | 117,605 | 6,634 | 1.17% | 1.2% | 289 | +3,211 | 2.81% | Q1 2026 | Apr 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 116,744 | 6,617 | 0.49% | 0.46% | 290 | +4,066 | 3.61% | Q1 2026 | Apr 13, 2026 |
| L2 Asset Management, LLC | History | Added to | 115,485 | 6,545 | 0.62% | 0.17% | 291 | +93,009 | 413.81% | Q1 2026 | May 14, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 111,989 | 6,347 | 4.42% | 4.44% | 292 | +28,419 | 34.01% | Q1 2026 | Apr 22, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 111,098 | 6,345 | 1.88% | 2.12% | 293 | -5,090 | -4.38% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Added to | 110,774 | 6,278 | 0.12% | 0.08% | 294 | +38,644 | 53.58% | Q1 2026 | Apr 17, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 109,130 | 6,246 | 0.89% | 0.89% | 295 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Added to | 110,171 | 6,244 | 0.21% | 0.21% | 296 | +2,463 | 2.29% | Q1 2026 | Apr 22, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 110,131 | 6,240 | 0.23% | 0.08% | 297 | +101,500 | 1175.99% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 110,012 | 6,235 | 0.01% | 0.01% | 298 | +27,059 | 32.62% | Q1 2026 | May 14, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 109,730 | 6,219 | 0.68% | 0.59% | 299 | +1,584 | 1.46% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 109,533 | 6,208 | 0.2% | 0.2% | 300 | +4,155 | 3.94% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 109,399 | 6,200 | 0.14% | 0.05% | 301 | +74,621 | 214.56% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 109,123 | 6,185 | 0.02% | 0.02% | 302 | +19,068 | 21.17% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 108,452 | 6,147 | 0.0% | 0.0% | 303 | +2,974 | 2.82% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 108,412 | 6,144 | 0.07% | 0.05% | 304 | +24,512 | 29.22% | Q1 2026 | Apr 28, 2026 |
| SMART Wealth LLC | History | Reduced | 108,330 | 6,140 | 1.8% | 1.9% | 305 | -551 | -0.51% | Q1 2026 | Apr 23, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 108,266 | 6,136 | 3.79% | 3.74% | 306 | +3,276 | 3.12% | Q1 2026 | Apr 07, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 107,243 | 6,078 | 0.79% | 0.69% | 307 | +17,558 | 19.58% | Q1 2026 | Apr 20, 2026 |
| Continuum Advisory, LLC | History | Reduced | 107,107 | 6,070 | 0.58% | 0.63% | 308 | -2,439 | -2.23% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 106,666 | 6,045 | 0.07% | 0.06% | 309 | +20,880 | 24.34% | Q1 2026 | May 11, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 106,590 | 6,041 | 2.44% | 2.37% | 310 | +154 | 0.14% | Q1 2026 | Apr 27, 2026 |
| Thrive Capital Management, LLC | History | Added to | 105,988 | 6,007 | 1.32% | 0.97% | 311 | +29,793 | 39.1% | Q1 2026 | Apr 27, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 105,586 | 5,984 | 5.19% | 5.31% | 312 | -1,964 | -1.83% | Q1 2026 | May 07, 2026 |
| Intrua Financial, LLC | History | Added to | 105,548 | 5,982 | 0.62% | 0.11% | 313 | +87,280 | 477.78% | Q1 2026 | Apr 23, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 105,119 | 5,958 | 1.02% | 1.37% | 314 | -31,257 | -22.92% | Q1 2026 | Apr 15, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 104,653 | 5,931 | 2.13% | 1.99% | 315 | +3,341 | 3.3% | Q1 2026 | Apr 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 104,523 | 5,924 | 0.64% | 0.62% | 316 | +4,807 | 4.82% | Q1 2026 | May 12, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 103,419 | 5,861 | 4.69% | 4.54% | 317 | +5,202 | 5.3% | Q1 2026 | May 08, 2026 |
| Saxony Capital Management, LLC | History | Added to | 102,979 | 5,836 | 3.39% | 3.05% | 318 | +16,160 | 18.61% | Q1 2026 | Apr 24, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 101,691 | 5,763 | 1.43% | 0.98% | 319 | +39,290 | 62.96% | Q1 2026 | Apr 29, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 100,950 | 5,721 | 1.29% | 3.35% | 320 | -166,537 | -62.26% | Q1 2026 | Apr 10, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 100,794 | 5,713 | 5.44% | 5.02% | 321 | +1,433 | 1.44% | Q1 2026 | May 15, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 100,477 | 5,695 | 2.22% | 2.33% | 322 | +644 | 0.65% | Q1 2026 | Apr 24, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 99,620 | 5,646 | 2.17% | 2.16% | 323 | +1,833 | 1.87% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 98,932 | 5,607 | 0.0% | 0.0% | 324 | +27,124 | 37.77% | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | Added to | 98,474 | 5,581 | 1.02% | 0.88% | 325 | +12,773 | 14.9% | Q1 2026 | May 15, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 98,395 | 5,577 | 2.66% | 2.58% | 326 | +5,687 | 6.13% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 97,447 | 5,566 | 0.1% | 0.17% | 327 | +35,813 | 58.11% | Q1 2026 | May 01, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 98,107 | 5,560 | 0.58% | 0.59% | 328 | -1,066 | -1.07% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 97,973 | 5,553 | 0.25% | 0.23% | 329 | +9,928 | 11.28% | Q1 2026 | May 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 97,919 | 5,550 | 0.93% | 0.78% | 330 | +21,777 | 28.6% | Q1 2026 | Apr 30, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 97,881 | 5,547 | 1.2% | 0.66% | 331 | +44,332 | 82.79% | Q1 2026 | May 12, 2026 |
| Allred Capital Management, LLC | History | Added to | 97,557 | 5,529 | 2.01% | 1.96% | 332 | +3,004 | 3.18% | Q1 2026 | May 13, 2026 |
| VeraBank, N.A. | History | Reduced | 97,479 | 5,525 | 1.01% | 1.07% | 333 | -5,594 | -5.43% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | New | 97,354 | 5,518 | 0.0% | — | 334 | +97,354 | New | Q1 2026 | May 05, 2026 |
| Principle Wealth Partners LLC | History | Added to | 97,105 | 5,503 | 0.31% | 0.31% | 335 | +1,850 | 1.94% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | New | 96,678 | 5,479 | 0.2% | — | 336 | +96,678 | New | Q1 2026 | May 19, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 94,767 | 5,371 | 3.57% | 3.46% | 337 | +6,591 | 7.47% | Q1 2026 | Apr 09, 2026 |
| Boston Partners | History | Added to | 94,531 | 5,358 | 0.01% | 0.01% | 338 | +9,725 | 11.47% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 92,723 | 5,255 | 0.0% | 0.0% | 339 | +71,436 | 335.59% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 92,242 | 5,228 | 0.16% | 0.21% | 340 | -22,936 | -19.91% | Q1 2026 | May 11, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 92,073 | 5,218 | 2.07% | 1.95% | 341 | +4,609 | 5.27% | Q1 2026 | May 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 91,392 | 5,180 | 0.92% | 0.96% | 342 | +827 | 0.91% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 123,565 | 5,167 | 0.01% | 0.01% | 343 | -13,749 | -10.01% | Q1 2026 | May 15, 2026 |
| Thomasville National Bank | History | No change | 89,917 | 5,146 | 0.32% | 0.32% | 344 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 89,883 | 5,094 | 3.37% | 3.48% | 345 | +462 | 0.52% | Q1 2026 | Apr 21, 2026 |
| Vavra Capital Management, LLC | History | Added to | 89,544 | 5,075 | 4.93% | 4.85% | 347 | +3,291 | 3.82% | Q1 2026 | Apr 27, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 89,548 | 5,075 | 1.37% | 1.47% | 346 | -1,686 | -1.85% | Q1 2026 | Apr 24, 2026 |
| Base Wealth Management LLC | History | Added to | 89,050 | 5,047 | 2.82% | 2.39% | 348 | +11,406 | 14.69% | Q1 2026 | Apr 29, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 88,570 | 5,020 | 0.38% | 0.36% | 349 | +3,524 | 4.14% | Q1 2026 | May 04, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 88,335 | 5,007 | 4.29% | 4.1% | 350 | -1,210 | -1.35% | Q1 2026 | Apr 27, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 88,309 | 5,005 | 2.68% | 2.0% | 351 | +23,257 | 35.75% | Q1 2026 | Apr 13, 2026 |
| LifeWealth Investments, LLC | History | Added to | 87,814 | 4,977 | 1.49% | 1.45% | 352 | +7,747 | 9.68% | Q1 2026 | Apr 20, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 87,249 | 4,945 | 1.79% | 1.69% | 353 | -350 | -0.4% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 87,135 | 4,938 | 0.09% | 0.09% | 354 | -4,242 | -4.64% | Q1 2026 | Apr 10, 2026 |
| TBH Global Asset Management, LLC | History | New | 87,010 | 4,931 | 0.99% | — | 355 | +87,010 | New | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 86,676 | 4,912 | 0.12% | 0.12% | 356 | +8,732 | 11.2% | Q1 2026 | Apr 07, 2026 |
| New Millennium Group LLC | History | No change | 85,515 | 4,894 | 2.12% | 2.12% | 357 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 86,101 | 4,880 | 3.11% | 2.9% | 358 | +4,668 | 5.73% | Q1 2026 | Apr 23, 2026 |
| Essex Financial Services, Inc. | History | Added to | 86,025 | 4,875 | 0.27% | 0.25% | 359 | +9,718 | 12.74% | Q1 2026 | Apr 24, 2026 |
| J. Team Financial, Inc. | History | Reduced | 85,726 | 4,858 | 5.44% | 5.36% | 360 | -7,915 | -8.45% | Q1 2026 | Apr 22, 2026 |
| Claro Advisors Inc. | History | Added to | 85,461 | 4,843 | 0.58% | 0.64% | 361 | +2,888 | 3.5% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 85,108 | 4,823 | 0.03% | 0.03% | 362 | -62,439 | -42.32% | Q1 2026 | Apr 29, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 82,947 | 4,701 | 3.92% | 3.82% | 363 | +2,203 | 2.73% | Q1 2026 | May 08, 2026 |
| Clark Wealth Partners | History | Added to | 82,938 | 4,700 | 3.16% | 2.76% | 364 | +3,740 | 4.72% | Q1 2026 | May 11, 2026 |
| Snider Financial Group | History | Added to | 82,894 | 4,698 | 1.42% | 1.2% | 365 | +4,508 | 5.75% | Q1 2026 | Apr 15, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 82,364 | 4,668 | 1.83% | 1.77% | 366 | +393 | 0.48% | Q1 2026 | Apr 22, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 82,303 | 4,664 | 0.74% | 0.85% | 367 | +1,625 | 2.01% | Q1 2026 | Apr 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 81,446 | 4,616 | 0.11% | 0.1% | 368 | +4,362 | 5.66% | Q1 2026 | May 15, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 81,411 | 4,614 | 4.29% | 4.51% | 369 | -4,787 | -5.55% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 81,150 | 4,599 | 0.04% | 0.02% | 370 | +45,936 | 130.45% | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 80,791 | 4,579 | 0.17% | 0.15% | 371 | +10,185 | 14.43% | Q1 2026 | Apr 20, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 80,654 | 4,571 | 1.61% | 1.6% | 372 | +3,665 | 4.76% | Q1 2026 | Apr 08, 2026 |
| BG Investment Services, LLC | History | Added to | 80,630 | 4,570 | 3.79% | 2.09% | 373 | +39,681 | 96.9% | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 80,516 | 4,563 | 0.49% | 0.47% | 374 | +3,313 | 4.29% | Q1 2026 | Apr 22, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 80,491 | 4,562 | 0.75% | 0.75% | 375 | -4,421 | -5.21% | Q1 2026 | Apr 24, 2026 |
| TrustBank | History | Added to | 79,976 | 4,533 | 1.76% | 1.66% | 376 | +10,308 | 14.8% | Q1 2026 | May 04, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 79,464 | 4,504 | 2.07% | 1.96% | 377 | +4,290 | 5.71% | Q1 2026 | Apr 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 79,436 | 4,502 | 0.32% | 0.31% | 378 | +2,876 | 3.76% | Q1 2026 | May 12, 2026 |
| Inspire Advisors, LLC | History | Added to | 79,354 | 4,497 | 0.37% | 0.36% | 379 | +11,416 | 16.8% | Q1 2026 | May 15, 2026 |
| Integrated Financial Solutions, Inc. | History | Added to | 79,345 | 4,497 | 3.12% | 2.47% | 380 | +7,250 | 10.06% | Q1 2026 | Apr 10, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 79,179 | 4,487 | 2.57% | 2.48% | 381 | +2,527 | 3.3% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 78,928 | 4,473 | 0.04% | 0.06% | 382 | -19,647 | -19.93% | Q1 2026 | May 12, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 78,751 | 4,463 | 2.05% | 2.13% | 383 | -2,799 | -3.43% | Q1 2026 | Apr 24, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 78,569 | 4,453 | 3.12% | 3.73% | 384 | -2,246 | -2.78% | Q1 2026 | May 06, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 79,551 | 4,427 | 3.78% | 3.8% | 385 | +1,655 | 2.12% | Q1 2026 | Apr 27, 2026 |
| Patten Group, Inc. | History | Added to | 77,789 | 4,409 | 0.77% | 0.77% | 386 | +4,734 | 6.48% | Q1 2026 | Apr 24, 2026 |
| RDA Financial Network | History | Reduced | 77,557 | 4,395 | 1.1% | 1.07% | 387 | -32 | -0.04% | Q1 2026 | Apr 08, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 77,424 | 4,388 | 1.57% | 1.59% | 388 | +627 | 0.82% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 77,258 | 4,378 | 0.09% | 0.1% | 389 | +388 | 0.5% | Q1 2026 | Apr 13, 2026 |
| Windsor Capital Management, LLC | History | Added to | 76,662 | 4,345 | 1.22% | 1.2% | 390 | +901 | 1.19% | Q1 2026 | Apr 10, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 76,554 | 4,339 | 2.67% | 2.11% | 391 | +13,345 | 21.11% | Q1 2026 | May 05, 2026 |
| Trajan Wealth LLC | History | Added to | 76,457 | 4,333 | 0.18% | 0.17% | 392 | +3,452 | 4.73% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 76,181 | 4,317 | 0.62% | — | 393 | +76,181 | New | Q1 2026 | May 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 75,660 | 4,288 | 0.89% | 0.97% | 394 | -689 | -0.9% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 75,224 | 4,263 | 0.05% | 0.04% | 395 | +7,782 | 11.54% | Q1 2026 | May 13, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 74,881 | 4,244 | 0.31% | 0.29% | 396 | +4,727 | 6.74% | Q1 2026 | Apr 15, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 74,559 | 4,225 | 0.36% | 0.36% | 397 | +328 | 0.44% | Q1 2026 | May 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 74,052 | 4,197 | 0.47% | 0.49% | 398 | -1,419 | -1.88% | Q1 2026 | May 11, 2026 |
| Semus Wealth Partners LLC | History | Added to | 73,930 | 4,190 | 2.34% | 2.23% | 399 | +1,637 | 2.26% | Q1 2026 | Apr 24, 2026 |
| Grantvest Financial Group LLC | History | Added to | 73,191 | 4,148 | 2.68% | 2.25% | 400 | +11,786 | 19.19% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 73,316 | 4,135 | 0.07% | 0.08% | 401 | -6,715 | -8.39% | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 72,615 | 4,115 | 0.09% | 0.09% | 402 | +1,701 | 2.4% | Q1 2026 | May 12, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 72,158 | 4,089 | 2.21% | 2.39% | 403 | -3,183 | -4.22% | Q1 2026 | May 12, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 71,198 | 4,035 | 2.67% | 2.47% | 404 | +7,625 | 11.99% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 70,007 | 3,968 | 0.01% | 0.01% | 405 | +8,318 | 13.48% | Q1 2026 | May 15, 2026 |
| Fairway Financial, LLC | History | Added to | 69,965 | 3,965 | 3.01% | 2.97% | 406 | +1,320 | 1.92% | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 69,951 | 3,964 | 0.25% | 0.29% | 407 | -7,977 | -10.24% | Q1 2026 | Apr 27, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 69,743 | 3,953 | 0.71% | 0.7% | 408 | +2,390 | 3.55% | Q1 2026 | Apr 29, 2026 |
| Slagle Financial, LLC | History | Added to | 69,534 | 3,941 | 1.3% | 1.09% | 409 | +15,078 | 27.69% | Q1 2026 | May 01, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 69,523 | 3,940 | 1.48% | 1.44% | 410 | -121 | -0.17% | Q1 2026 | May 08, 2026 |
| Security National Bank | History | Added to | 69,466 | 3,937 | 0.57% | 0.54% | 411 | +3,290 | 4.97% | Q1 2026 | Apr 16, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 69,300 | 3,927 | 2.42% | 2.4% | 412 | +98 | 0.14% | Q1 2026 | Apr 16, 2026 |
| Centennial Advisors, LLC | History | Added to | 69,053 | 3,913 | 4.98% | 4.46% | 413 | +9,062 | 15.11% | Q1 2026 | Apr 21, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 68,979 | 3,909 | 0.41% | 0.57% | 414 | -29,735 | -30.12% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 68,574 | 3,886 | 0.14% | 0.15% | 415 | -4,381 | -6.01% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 68,532 | 3,884 | 0.03% | 0.03% | 416 | +10,797 | 18.7% | Q1 2026 | Apr 07, 2026 |
| Benchmark Financial, LLC | History | Added to | 68,508 | 3,883 | 3.48% | 3.61% | 417 | +5,278 | 8.35% | Q1 2026 | Apr 21, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 68,252 | 3,868 | 4.08% | 4.34% | 418 | -7,285 | -9.64% | Q1 2026 | May 13, 2026 |
| JSF Financial, LLC | History | Added to | 68,183 | 3,864 | 0.76% | 0.53% | 419 | +23,923 | 54.05% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 67,631 | 3,833 | 0.03% | 0.01% | 420 | +41,148 | 155.38% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 67,590 | 3,831 | 0.07% | 0.06% | 421 | +9,407 | 16.17% | Q1 2026 | May 07, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 66,708 | 3,818 | 0.42% | 0.42% | 422 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investment Advisory Services Group LLC | History | Reduced | 67,249 | 3,811 | 3.32% | 4.82% | 423 | -27,534 | -29.05% | Q1 2026 | Apr 28, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 67,216 | 3,809 | 0.86% | 0.85% | 424 | -1,304 | -1.9% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 65,886 | 3,771 | 0.18% | 0.18% | 425 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Reduced | 66,372 | 3,761 | 0.04% | 0.05% | 426 | -16,914 | -20.31% | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | Added to | 66,086 | 3,745 | 0.62% | 0.59% | 427 | +67 | 0.1% | Q1 2026 | May 05, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 66,029 | 3,742 | 0.36% | 0.08% | 428 | +51,231 | 346.2% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 65,896 | 3,718 | 0.2% | 0.17% | 429 | +700 | 1.07% | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 65,567 | 3,716 | 0.17% | 0.21% | 430 | -1,446 | -2.16% | Q1 2026 | Apr 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 65,402 | 3,706 | 0.77% | 0.82% | 431 | +451 | 0.69% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 65,365 | 3,704 | 0.19% | 0.17% | 432 | +10,260 | 18.62% | Q1 2026 | Apr 15, 2026 |
| Vienna Asset Management LLC | History | Added to | 65,354 | 3,704 | 2.88% | 1.83% | 434 | +9,036 | 16.04% | Q1 2026 | May 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 65,365 | 3,704 | 1.11% | 1.15% | 433 | +1,039 | 1.62% | Q1 2026 | Apr 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 65,273 | 3,699 | 0.07% | 0.06% | 435 | +7,148 | 12.3% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 65,166 | 3,693 | 0.08% | 0.03% | 436 | +37,984 | 139.74% | Q1 2026 | Apr 27, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 64,835 | 3,674 | 1.46% | 1.55% | 437 | -5,300 | -7.56% | Q1 2026 | May 11, 2026 |
| Register Financial Advisors LLC | History | Added to | 64,787 | 3,672 | 1.36% | 1.41% | 440 | +1,363 | 2.15% | Q1 2026 | Apr 15, 2026 |
| VICUS CAPITAL | History | Reduced | 64,798 | 3,672 | 0.27% | 0.28% | 438 | -851 | -1.3% | Q1 2026 | Apr 22, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 64,798 | 3,672 | 0.6% | 0.6% | 439 | +262 | 0.41% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 64,742 | 3,669 | 0.64% | 1.05% | 441 | -40,199 | -38.31% | Q1 2026 | May 12, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 64,647 | 3,664 | 2.35% | 3.51% | 442 | -32,760 | -33.63% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Reduced | 64,491 | 3,655 | 0.18% | 0.19% | 443 | -3,403 | -5.01% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 64,362 | 3,648 | 0.01% | 0.01% | 444 | +5,335 | 9.04% | Q1 2026 | May 13, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 63,937 | 3,623 | 2.97% | 2.83% | 445 | +4,222 | 7.07% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 63,199 | 3,617 | 0.07% | 0.07% | 446 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 63,640 | 3,607 | 0.18% | 0.18% | 447 | -1,050 | -1.62% | Q1 2026 | May 04, 2026 |
| Ignite Planners, LLC | History | Added to | 63,558 | 3,602 | 0.56% | 0.56% | 448 | +537 | 0.85% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 62,827 | 3,596 | 0.06% | 0.06% | 449 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| J2 Capital Management Inc | History | Reduced | 63,256 | 3,585 | 2.46% | 2.68% | 450 | -981 | -1.53% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 61,691 | 3,565 | 0.55% | 0.53% | 451 | +3,410 | 5.85% | Q1 2026 | Apr 16, 2026 |
| LongView Wealth Management | History | Added to | 61,175 | 3,538 | 0.89% | 0.62% | 452 | +17,030 | 38.58% | Q1 2026 | Apr 15, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 62,015 | 3,515 | 1.55% | 1.97% | 453 | -12,895 | -17.21% | Q1 2026 | Apr 27, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 62,004 | 3,514 | 0.21% | 0.2% | 454 | +2,577 | 4.34% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 61,991 | 3,513 | 0.2% | 0.23% | 455 | -5,913 | -8.71% | Q1 2026 | Apr 29, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 61,915 | 3,509 | 1.78% | 1.62% | 456 | +5,779 | 10.29% | Q1 2026 | Apr 15, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 61,722 | 3,498 | 0.72% | 0.77% | 457 | -4,274 | -6.48% | Q1 2026 | Apr 24, 2026 |
| American Trust | History | Reduced | 61,724 | 3,498 | 0.31% | 0.3% | 458 | -1,584 | -2.5% | Q1 2026 | May 01, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 61,647 | 3,494 | 0.51% | 0.63% | 459 | +1,816 | 3.04% | Q1 2026 | May 04, 2026 |
| Sunpointe, LLC | History | Added to | 60,746 | 3,443 | 1.13% | 1.16% | 460 | +330 | 0.55% | Q1 2026 | Apr 21, 2026 |
| Herold Advisors, Inc. | History | Added to | 59,879 | 3,393 | 0.75% | 0.75% | 461 | +1,447 | 2.48% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 59,846 | 3,392 | 0.07% | 0.07% | 462 | -1,976 | -3.2% | Q1 2026 | Apr 15, 2026 |
| United Advisor Group, LLC | History | Added to | 59,222 | 3,356 | 0.41% | 0.39% | 463 | +4,422 | 8.07% | Q1 2026 | Apr 17, 2026 |
| WMS Group LLC | History | Reduced | 59,099 | 3,349 | 4.87% | 4.48% | 464 | -2,465 | -4.0% | Q1 2026 | Apr 21, 2026 |
| Heritage Trust Co | History | Reduced | 59,082 | 3,348 | 0.34% | 0.36% | 465 | -2,189 | -3.57% | Q1 2026 | May 13, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 58,987 | 3,343 | 3.49% | 3.25% | 466 | +3,542 | 6.39% | Q1 2026 | May 04, 2026 |
| CAP Partners, LLC | History | Added to | 58,927 | 3,340 | 1.89% | 1.89% | 467 | +658 | 1.13% | Q1 2026 | Apr 28, 2026 |
| SkyOak Wealth, LLC | History | Added to | 58,839 | 3,334 | 0.61% | 0.58% | 468 | +2,576 | 4.58% | Q1 2026 | Apr 30, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 58,906 | 3,308 | 0.22% | 0.25% | 469 | -988 | -1.65% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | Reduced | 58,259 | 3,302 | 0.7% | 1.07% | 470 | -24,712 | -29.78% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 58,068 | 3,291 | 0.0% | 0.0% | 471 | +8,622 | 17.44% | Q1 2026 | May 15, 2026 |
| Lewis Asset Management, LLC | History | Added to | 57,836 | 3,278 | 1.34% | 1.27% | 472 | +3,367 | 6.18% | Q1 2026 | Apr 21, 2026 |
| Independent Wealth Network Inc. | History | Added to | 57,567 | 3,262 | 0.97% | 0.74% | 473 | +15,104 | 35.57% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 58,577 | 3,259 | 0.21% | 0.17% | 474 | -6,980 | -10.65% | Q1 2026 | Apr 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 56,239 | 3,187 | 0.04% | 0.04% | 475 | +445 | 0.8% | Q1 2026 | May 05, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 56,181 | 3,184 | 0.15% | 0.16% | 476 | +3,607 | 6.86% | Q1 2026 | May 15, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 55,965 | 3,172 | 1.51% | 1.29% | 477 | +7,635 | 15.8% | Q1 2026 | May 15, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 55,924 | 3,169 | 1.76% | 1.65% | 478 | +2,846 | 5.36% | Q1 2026 | Apr 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 55,864 | 3,166 | 1.71% | 1.64% | 479 | +3,011 | 5.7% | Q1 2026 | May 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 55,779 | 3,161 | 0.42% | 0.5% | 480 | -6,576 | -10.55% | Q1 2026 | Apr 28, 2026 |
| LexAurum Advisors, LLC | History | New | 55,564 | 3,149 | 0.41% | — | 481 | +55,564 | New | Q1 2026 | Apr 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 54,927 | 3,113 | 0.88% | 0.84% | 482 | -29 | -0.05% | Q1 2026 | May 11, 2026 |
| Haverford Trust Co | History | Reduced | 54,855 | 3,109 | 0.03% | 0.03% | 483 | -3,971 | -6.75% | Q1 2026 | May 11, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 53,412 | 3,028 | 0.18% | 0.22% | 484 | -10,274 | -16.13% | Q1 2026 | Apr 07, 2026 |
| Dakota Wealth Management | History | Reduced | 53,365 | 3,024 | 0.07% | 0.06% | 485 | -4,434 | -7.67% | Q1 2026 | May 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 52,800 | 2,992 | 0.51% | 1.15% | 486 | -67,142 | -55.98% | Q1 2026 | May 06, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 52,804 | 2,992 | 1.72% | 1.83% | 487 | -3,294 | -5.87% | Q1 2026 | Apr 08, 2026 |
| Advisory Alpha, LLC | History | New | 52,784 | 2,991 | 0.08% | — | 488 | +52,784 | New | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 52,346 | 2,966 | 0.22% | 0.03% | 489 | +44,981 | 610.74% | Q1 2026 | Apr 30, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 52,313 | 2,965 | 0.16% | 0.58% | 490 | -131,289 | -71.51% | Q1 2026 | Apr 29, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 51,487 | 2,942 | 0.93% | 0.65% | 491 | -9,593 | -15.71% | Q1 2026 | Apr 23, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 51,848 | 2,938 | 0.69% | 0.67% | 492 | +3,054 | 6.26% | Q1 2026 | May 07, 2026 |
| Sage Capital Management, LLC | History | Added to | 51,780 | 2,935 | 1.38% | 1.12% | 493 | +9,547 | 22.61% | Q1 2026 | Apr 15, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 51,559 | 2,922 | 0.65% | 0.63% | 494 | +4,544 | 9.67% | Q1 2026 | Apr 21, 2026 |
| 5T Wealth, LLC | History | Added to | 51,193 | 2,901 | 1.15% | 1.12% | 495 | +2,370 | 4.85% | Q1 2026 | Apr 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 51,016 | 2,891 | 0.52% | 0.19% | 496 | +32,634 | 177.53% | Q1 2026 | May 15, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 50,970 | 2,888 | 2.1% | 1.75% | 497 | +8,075 | 18.83% | Q1 2026 | May 07, 2026 |
| Legacy Private Trust Co. | History | Reduced | 50,892 | 2,884 | 0.18% | 0.18% | 498 | -4,040 | -7.35% | Q1 2026 | Apr 07, 2026 |
| FMA Wealth Management, LLC | History | Added to | 50,672 | 2,872 | 1.91% | 1.85% | 499 | +692 | 1.38% | Q1 2026 | Apr 14, 2026 |
| Golden State Wealth Management, LLC | History | New | 50,048 | 2,836 | 0.31% | — | 500 | +50,048 | New | Q1 2026 | Apr 28, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 49,896 | 2,828 | 0.9% | 0.82% | 501 | +3,575 | 7.72% | Q1 2026 | Apr 21, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 49,870 | 2,826 | 0.31% | 0.32% | 502 | -952 | -1.87% | Q1 2026 | Apr 24, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 49,290 | 2,821 | 0.75% | 0.75% | 503 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 49,627 | 2,812 | 0.81% | 0.88% | 504 | -1,004 | -1.98% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | New | 49,404 | 2,800 | 0.01% | — | 505 | +49,404 | New | Q1 2026 | May 11, 2026 |
| STAR Financial Bank | History | Reduced | 49,316 | 2,795 | 1.32% | 1.94% | 506 | -17,096 | -25.74% | Q1 2026 | May 08, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 49,298 | 2,794 | 0.76% | 0.72% | 507 | +4,528 | 10.11% | Q1 2026 | Apr 29, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 49,229 | 2,790 | 1.6% | 1.58% | 508 | +4,813 | 10.84% | Q1 2026 | Apr 22, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 49,031 | 2,779 | 0.91% | 0.88% | 509 | +1,504 | 3.16% | Q1 2026 | Apr 10, 2026 |
| Weil Company, Inc. | History | Added to | 48,854 | 2,769 | 0.62% | 0.63% | 510 | +666 | 1.38% | Q1 2026 | Apr 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 48,741 | 2,762 | 0.43% | 0.4% | 511 | +5,069 | 11.61% | Q1 2026 | May 06, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 47,917 | 2,742 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | Added to | 48,346 | 2,740 | 0.36% | 0.18% | 513 | +23,823 | 97.15% | Q1 2026 | May 01, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 48,103 | 2,726 | 4.1% | 3.67% | 514 | +5,687 | 13.41% | Q1 2026 | May 05, 2026 |
| CoreFirst Bank & Trust | History | No change | 47,487 | 2,718 | 1.47% | 1.47% | 515 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 47,931 | 2,716 | 0.04% | 0.05% | 516 | -13,428 | -21.88% | Q1 2026 | May 15, 2026 |
| Oxinas Partners, LLC | History | Added to | 47,924 | 2,716 | 1.24% | 1.2% | 518 | +4,168 | 9.53% | Q1 2026 | Apr 10, 2026 |
| Caprock Group, LLC | History | Added to | 47,922 | 2,716 | 0.07% | 0.06% | 517 | +2,186 | 4.78% | Q1 2026 | May 11, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 47,866 | 2,713 | 0.1% | 0.1% | 519 | -2,896 | -5.71% | Q1 2026 | Apr 21, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 47,724 | 2,704 | 0.68% | 0.7% | 520 | +153 | 0.32% | Q1 2026 | Apr 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 47,018 | 2,664 | 0.18% | 0.19% | 521 | -2,897 | -5.8% | Q1 2026 | Apr 10, 2026 |
| Cedarwood Wealth LLC | History | Added to | 46,777 | 2,651 | 2.68% | 2.49% | 522 | +8,698 | 22.84% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 46,531 | 2,637 | 0.21% | 0.21% | 523 | -1,189 | -2.49% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 46,460 | 2,633 | 1.23% | 1.19% | 524 | +2,012 | 4.53% | Q1 2026 | Apr 15, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 46,312 | 2,625 | 1.44% | 1.27% | 525 | +3,893 | 9.18% | Q1 2026 | Apr 30, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 46,197 | 2,618 | 1.92% | 2.05% | 526 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | Added to | 46,188 | 2,617 | 0.2% | 0.04% | 527 | +42,011 | 1005.77% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | Added to | 46,168 | 2,616 | 0.15% | 0.16% | 528 | +362 | 0.79% | Q1 2026 | May 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 46,054 | 2,610 | 2.19% | 2.27% | 529 | -1,937 | -4.04% | Q1 2026 | May 15, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 45,913 | 2,602 | 1.6% | 1.66% | 530 | -1,641 | -3.45% | Q1 2026 | Apr 22, 2026 |
| Sachetta, LLC | History | Added to | 45,624 | 2,585 | 1.4% | 1.39% | 531 | +1,167 | 2.63% | Q1 2026 | May 01, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 45,350 | 2,570 | 0.21% | 0.29% | 532 | -16,176 | -26.29% | Q1 2026 | May 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 45,146 | 2,558 | 0.19% | 0.17% | 533 | +5,310 | 13.33% | Q1 2026 | May 14, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 45,091 | 2,555 | 0.73% | 0.74% | 534 | +468 | 1.05% | Q1 2026 | Apr 15, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 45,068 | 2,554 | 1.08% | 1.09% | 535 | -182 | -0.4% | Q1 2026 | Apr 15, 2026 |
| True North Advisors, LLC | History | Added to | 44,983 | 2,549 | 0.29% | 0.33% | 536 | +158 | 0.35% | Q1 2026 | May 07, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 44,622 | 2,529 | 0.17% | 0.16% | 537 | +10,047 | 29.06% | Q1 2026 | Apr 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 44,607 | 2,528 | 1.16% | 0.33% | 538 | +28,002 | 168.64% | Q1 2026 | May 05, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 44,550 | 2,525 | 0.6% | 0.74% | 539 | +3,588 | 8.76% | Q1 2026 | May 15, 2026 |
| Integras Partners LLC | History | Added to | 44,008 | 2,494 | 1.64% | 1.95% | 540 | +1,846 | 4.38% | Q1 2026 | May 12, 2026 |
| First PREMIER Bank | History | Reduced | 43,957 | 2,491 | 0.58% | 0.6% | 541 | -1,470 | -3.24% | Q1 2026 | Apr 20, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 43,826 | 2,484 | 0.68% | 0.67% | 542 | -2,363 | -5.12% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 43,736 | 2,479 | 0.08% | 0.09% | 543 | +431 | 1.0% | Q1 2026 | Apr 07, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 43,667 | 2,475 | 1.23% | 0.67% | 544 | +1,586 | 3.77% | Q1 2026 | Apr 20, 2026 |
| Guilbault Capital LLC | History | Reduced | 43,615 | 2,472 | 2.71% | 2.8% | 545 | -30 | -0.07% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Added to | 43,503 | 2,465 | 0.28% | 0.26% | 547 | +2,435 | 5.93% | Q1 2026 | May 13, 2026 |
| Bell Bank | History | Added to | 43,491 | 2,465 | 0.1% | 0.1% | 546 | +1,044 | 2.46% | Q1 2026 | Apr 23, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 43,327 | 2,455 | 0.96% | 0.9% | 548 | +2,247 | 5.47% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 43,308 | 2,454 | 0.06% | 0.06% | 549 | -1,564 | -3.49% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 748,270 | 2,453 | 0.11% | 0.14% | 550 | +66,767 | 9.8% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 43,057 | 2,440 | 0.42% | 0.41% | 551 | +1,824 | 4.42% | Q1 2026 | Apr 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 42,822 | 2,427 | 0.08% | 0.07% | 552 | +10,054 | 30.68% | Q1 2026 | May 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 42,826 | 2,427 | 1.21% | 0.98% | 553 | -9,911 | -18.79% | Q1 2026 | Apr 24, 2026 |
| Crewe Advisors LLC | History | Added to | 42,625 | 2,415 | 0.21% | 0.19% | 554 | +4,219 | 10.99% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 41,859 | 2,372 | 0.5% | 0.59% | 555 | -7,205 | -14.68% | Q1 2026 | May 05, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 41,752 | 2,366 | 0.54% | 0.05% | 556 | +38,113 | 1047.35% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 40,930 | 2,365 | 0.13% | 0.2% | 557 | -17,807 | -30.32% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 41,669 | 2,362 | 0.0% | 0.0% | 558 | +9,506 | 29.56% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 41,494 | 2,351 | 0.02% | 0.01% | 559 | +2,073 | 5.26% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 40,857 | 2,348 | 0.04% | 0.04% | 560 | +5,331 | 15.01% | Q1 2026 | May 15, 2026 |
| LGT Financial Advisors LLC | History | Added to | 40,625 | 2,302 | 11.8% | 13.33% | 561 | +2,577 | 6.77% | Q1 2026 | Apr 28, 2026 |
| Rockport Wealth LLC | History | Reduced | 40,503 | 2,295 | 0.42% | 0.76% | 562 | -27,487 | -40.43% | Q1 2026 | May 05, 2026 |
| Anchor Capital Management Group Inc | History | No change | 40,000 | 2,267 | 1.58% | 1.16% | 563 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 39,869 | 2,259 | 0.72% | 0.79% | 564 | -4,299 | -9.73% | Q1 2026 | Apr 15, 2026 |
| LJI Wealth Management, LLC | History | Added to | 39,832 | 2,257 | 0.36% | 0.27% | 565 | +8,566 | 27.4% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Added to | 39,746 | 2,252 | 0.46% | 0.4% | 566 | +7,130 | 21.86% | Q1 2026 | May 13, 2026 |
| Note Advisors, LLC | History | Added to | 39,289 | 2,226 | 1.11% | 1.12% | 567 | +1,788 | 4.77% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 39,043 | 2,212 | 1.15% | 1.61% | 568 | -4,692 | -10.73% | Q1 2026 | Apr 30, 2026 |
| JT Stratford LLC | History | Added to | 39,009 | 2,211 | 0.28% | 0.28% | 569 | +326 | 0.84% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 38,916 | 2,205 | 0.03% | 0.02% | 570 | +3,557 | 10.06% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 38,880 | 2,203 | 0.16% | 0.2% | 571 | -12,072 | -23.69% | Q1 2026 | Apr 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 38,573 | 2,186 | 0.17% | 0.15% | 572 | +5,993 | 18.39% | Q1 2026 | May 14, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 38,415 | 2,182 | 0.91% | 2.85% | 573 | -66,178 | -63.27% | Q1 2026 | May 04, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 38,486 | 2,181 | 0.07% | 0.08% | 574 | -6,401 | -14.26% | Q1 2026 | Apr 22, 2026 |
| PMG Family Office LLC | History | Added to | 38,286 | 2,170 | 2.42% | 2.42% | 575 | +2,015 | 5.56% | Q1 2026 | Apr 17, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 37,778 | 2,162 | 0.7% | 0.7% | 576 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 38,101 | 2,159 | 0.87% | 0.78% | 577 | +5,481 | 16.8% | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 38,090 | 2,158 | 0.24% | 0.26% | 578 | -2,904 | -7.08% | Q1 2026 | Apr 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 37,728 | 2,154 | 2.65% | 2.73% | 579 | +3,053 | 8.8% | Q1 2026 | Apr 29, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 38,001 | 2,153 | 1.62% | 1.67% | 580 | -1,606 | -4.05% | Q1 2026 | Apr 23, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 37,927 | 2,149 | 0.15% | 0.15% | 582 | -2,155 | -5.38% | Q1 2026 | May 05, 2026 |
| Ancora Advisors LLC | History | Reduced | 37,924 | 2,149 | 0.05% | 0.04% | 581 | -6 | -0.02% | Q1 2026 | May 15, 2026 |
| TFR Capital, LLC. | History | Reduced | 37,842 | 2,144 | 0.66% | 0.72% | 583 | -1 | -0.0% | Q1 2026 | May 04, 2026 |
| Helium Advisors LLC | History | Added to | 37,786 | 2,141 | 2.04% | 1.97% | 584 | +3,839 | 11.31% | Q1 2026 | May 05, 2026 |
| Carr Financial Group Corp | History | Added to | 37,706 | 2,137 | 0.56% | 0.53% | 585 | +2,825 | 8.1% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 37,657 | 2,134 | 0.13% | 0.13% | 586 | +201 | 0.54% | Q1 2026 | May 12, 2026 |
| Acorns Advisers, LLC | History | Added to | 37,522 | 2,127 | 0.02% | 0.01% | 587 | +4,936 | 15.15% | Q1 2026 | May 14, 2026 |
| L & S Advisors Inc | History | Added to | 37,438 | 2,121 | 0.27% | 0.09% | 588 | +20,759 | 124.46% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 37,415 | 2,120 | 0.13% | 0.14% | 589 | -13,371 | -26.33% | Q1 2026 | Apr 28, 2026 |
| Newport Capital Group, LLC | History | Added to | 37,191 | 2,107 | 1.28% | 1.3% | 590 | +133 | 0.36% | Q1 2026 | May 11, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 37,047 | 2,099 | 0.44% | 0.53% | 591 | -2,961 | -7.4% | Q1 2026 | May 06, 2026 |
| Ruggiero Investments, Inc. | History | Added to | 37,006 | 2,097 | 2.03% | 1.86% | 592 | +1,042 | 2.9% | Q1 2026 | May 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 36,070 | 2,044 | 0.65% | 0.64% | 593 | +673 | 1.9% | Q1 2026 | Apr 23, 2026 |
| Avestar Capital, LLC | History | Reduced | 35,993 | 2,040 | 0.13% | 0.13% | 594 | -49 | -0.14% | Q1 2026 | May 13, 2026 |
| Worth Asset Management, LLC | History | Added to | 35,946 | 2,037 | 0.76% | 0.85% | 595 | +774 | 2.2% | Q1 2026 | Apr 17, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 35,804 | 2,029 | 2.1% | 2.21% | 596 | -2,879 | -7.44% | Q1 2026 | Apr 21, 2026 |
| J.Safra Asset Management Corp | History | Added to | 35,791 | 2,028 | 0.11% | 0.1% | 597 | +1,490 | 4.34% | Q1 2026 | May 04, 2026 |
| CROBAN | History | Added to | 35,791 | 2,028 | 0.95% | 0.98% | 598 | +81 | 0.23% | Q1 2026 | May 12, 2026 |
| FWG Holdings, LLC | History | Added to | 35,760 | 2,027 | 0.77% | 0.48% | 599 | +16,158 | 82.43% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 35,609 | 2,008 | 0.1% | 0.09% | 600 | +3,160 | 9.74% | Q1 2026 | Apr 27, 2026 |
| SFE Investment Counsel | History | Reduced | 35,302 | 2,000 | 0.32% | 0.34% | 601 | -3,799 | -9.72% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 35,222 | 1,996 | 0.15% | 0.26% | 602 | -25,163 | -41.67% | Q1 2026 | Apr 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 35,077 | 1,988 | 0.8% | 0.84% | 603 | -2,072 | -5.58% | Q1 2026 | May 07, 2026 |
| Red Mountain Financial, LLC | History | Added to | 34,996 | 1,983 | 1.87% | 1.9% | 604 | +1,247 | 3.69% | Q1 2026 | Apr 28, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 34,769 | 1,970 | 0.49% | 0.49% | 605 | -16 | -0.05% | Q1 2026 | Apr 28, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 34,491 | 1,949 | 0.72% | 0.67% | 606 | +3,813 | 12.43% | Q1 2026 | May 01, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 34,338 | 1,946 | 0.31% | 0.36% | 607 | +1,244 | 3.76% | Q1 2026 | May 06, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 34,175 | 1,937 | 0.63% | 4.14% | 608 | -235,129 | -87.31% | Q1 2026 | Apr 15, 2026 |
| PDS Planning, Inc | History | Added to | 33,998 | 1,927 | 0.13% | 0.13% | 609 | +744 | 2.24% | Q1 2026 | Apr 21, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 33,960 | 1,924 | 1.3% | 0.82% | 610 | +13,547 | 66.36% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 33,933 | 1,923 | 0.49% | 0.5% | 611 | +1,668 | 5.17% | Q1 2026 | Apr 29, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 33,915 | 1,922 | 0.17% | 0.17% | 612 | -2,126 | -5.9% | Q1 2026 | Apr 24, 2026 |
| MLP3, LLC | History | Reduced | 33,902 | 1,921 | 2.12% | 2.24% | 615 | -1,910 | -5.33% | Q1 2026 | Apr 13, 2026 |
| Round Rock Advisors LLC | History | Reduced | 33,895 | 1,921 | 0.29% | 0.31% | 614 | -1,552 | -4.38% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 33,908 | 1,921 | 0.56% | 0.6% | 613 | -1,346 | -3.82% | Q1 2026 | Apr 30, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 33,778 | 1,914 | 0.32% | 0.31% | 616 | +1,710 | 5.33% | Q1 2026 | Apr 29, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 33,691 | 1,909 | 0.17% | — | 617 | +33,691 | New | Q1 2026 | May 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 33,661 | 1,907 | 0.15% | 0.04% | 618 | +25,353 | 305.16% | Q1 2026 | Apr 09, 2026 |
| National Philanthropic Trust | History | Added to | 33,491 | 1,898 | 0.02% | 0.02% | 619 | +3,082 | 10.14% | Q1 2026 | May 15, 2026 |
| Somerset Trust Co | History | Added to | 33,286 | 1,886 | 0.58% | 0.56% | 620 | +1,075 | 3.34% | Q1 2026 | Apr 02, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 33,146 | 1,878 | 0.67% | 0.57% | 621 | +1,540 | 4.87% | Q1 2026 | Apr 21, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 33,057 | 1,873 | 0.28% | 0.27% | 622 | +392 | 1.2% | Q1 2026 | Apr 29, 2026 |
| Kelly Financial Services LLC | History | Added to | 32,911 | 1,868 | 0.45% | 0.43% | 623 | +2,686 | 8.89% | Q1 2026 | Apr 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 32,920 | 1,865 | 0.39% | 0.36% | 624 | +2,753 | 9.13% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 32,837 | 1,861 | 0.0% | 0.0% | 625 | -6,624 | -16.79% | Q1 2026 | May 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 32,546 | 1,844 | 0.41% | 0.77% | 626 | -25,960 | -44.37% | Q1 2026 | May 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 32,041 | 1,834 | 0.11% | 0.11% | 627 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Nordwand Advisors, LLC | History | Added to | 32,240 | 1,827 | 0.32% | 0.2% | 628 | +12,675 | 64.78% | Q1 2026 | May 07, 2026 |
| Columbia Bank | History | Reduced | 32,124 | 1,820 | 0.52% | 0.52% | 629 | -391 | -1.2% | Q1 2026 | Apr 28, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 32,031 | 1,815 | 0.56% | 0.4% | 630 | -671 | -2.05% | Q1 2026 | May 12, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 31,939 | 1,810 | 0.43% | 0.39% | 631 | +3,397 | 11.9% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 31,769 | 1,800 | 0.0% | 0.0% | 632 | +21,959 | 223.84% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Reduced | 31,554 | 1,788 | 0.49% | 0.48% | 633 | -60 | -0.19% | Q1 2026 | May 04, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 31,384 | 1,778 | 0.91% | 1.2% | 634 | -18,094 | -36.57% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 31,311 | 1,774 | 0.01% | 0.01% | 635 | +12,493 | 66.39% | Q1 2026 | Apr 30, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 31,274 | 1,772 | 0.36% | 0.3% | 636 | +2,113 | 7.25% | Q1 2026 | Apr 08, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 31,249 | 1,771 | 0.05% | 0.06% | 637 | -1,769 | -5.36% | Q1 2026 | May 05, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 30,968 | 1,755 | 0.64% | 0.52% | 638 | +4,885 | 18.73% | Q1 2026 | May 04, 2026 |
| XML Financial, LLC | History | Added to | 30,610 | 1,734 | 0.14% | 0.13% | 639 | +3,250 | 11.88% | Q1 2026 | Apr 16, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 30,564 | 1,732 | 0.21% | 0.21% | 640 | +209 | 0.69% | Q1 2026 | Apr 23, 2026 |
| BKM Wealth Management, LLC | History | Added to | 30,563 | 1,732 | 0.63% | 0.64% | 641 | +53 | 0.17% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Reduced | 30,525 | 1,729 | 0.09% | 0.15% | 642 | -31,037 | -50.42% | Q1 2026 | May 14, 2026 |
| Aspen Investment Management Inc | History | Added to | 30,432 | 1,725 | 0.53% | 0.44% | 643 | +4,725 | 18.38% | Q1 2026 | Apr 15, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 30,373 | 1,721 | 0.91% | 1.04% | 644 | +252 | 0.84% | Q1 2026 | Apr 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 30,264 | 1,715 | 0.73% | 0.76% | 645 | -1,250 | -3.97% | Q1 2026 | May 01, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 29,885 | 1,693 | 0.82% | 0.84% | 646 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | New | 29,818 | 1,690 | 0.07% | — | 647 | +29,818 | New | Q1 2026 | Apr 30, 2026 |
| Edge Financial Advisors LLC | History | No change | 29,109 | 1,666 | 0.7% | 0.7% | 648 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 29,037 | 1,645 | 0.05% | 0.05% | 649 | -6,425 | -18.12% | Q1 2026 | Apr 28, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 29,355 | 1,642 | 0.03% | 0.04% | 650 | +3,532 | 13.68% | Q1 2026 | May 11, 2026 |
| ELCO Management Co., LLC | History | Reduced | 28,900 | 1,638 | 0.79% | 1.05% | 651 | -100 | -0.34% | Q1 2026 | Apr 23, 2026 |
| HERBST GROUP, LLC | History | Reduced | 28,770 | 1,630 | 1.01% | 1.19% | 652 | -6,481 | -18.39% | Q1 2026 | Apr 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 28,549 | 1,618 | 0.18% | 0.18% | 653 | +578 | 2.07% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 28,339 | 1,606 | 0.03% | 0.04% | 654 | -8,686 | -23.46% | Q1 2026 | May 04, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 28,282 | 1,603 | 1.41% | 2.3% | 655 | -16,646 | -37.05% | Q1 2026 | May 04, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 28,257 | 1,601 | 0.13% | 0.14% | 656 | +2,049 | 7.82% | Q1 2026 | Apr 16, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 28,208 | 1,598 | 0.05% | 0.16% | 657 | -59,500 | -67.84% | Q1 2026 | May 04, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 28,152 | 1,595 | 0.07% | 0.06% | 658 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 28,050 | 1,589 | 0.01% | 0.01% | 659 | -4,041 | -12.59% | Q1 2026 | Apr 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 27,940 | 1,583 | 0.02% | 0.02% | 660 | +4,641 | 19.92% | Q1 2026 | May 01, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 28,092 | 1,583 | 1.28% | 1.41% | 661 | -1,050 | -3.6% | Q1 2026 | Apr 08, 2026 |
| Generation Capital Management LLC | History | Reduced | 27,897 | 1,581 | 1.16% | 1.1% | 662 | -1,735 | -5.86% | Q1 2026 | May 08, 2026 |
| CPC Advisors, LLC | History | Reduced | 27,782 | 1,574 | 0.26% | 0.19% | 663 | -4,353 | -13.55% | Q1 2026 | Apr 16, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 27,477 | 1,557 | 0.03% | 0.02% | 664 | +3,592 | 15.04% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 27,447 | 1,555 | 0.02% | 0.02% | 665 | +2,018 | 7.94% | Q1 2026 | May 08, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 27,384 | 1,552 | 0.54% | — | 667 | +27,384 | New | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Reduced | 27,387 | 1,552 | 0.0% | 0.0% | 666 | -324 | -1.17% | Q1 2026 | May 13, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 27,374 | 1,551 | 1.27% | 0.68% | 668 | +7,835 | 40.1% | Q1 2026 | May 11, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 27,136 | 1,538 | 0.55% | 0.65% | 669 | -3,858 | -12.45% | Q1 2026 | Apr 29, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 27,111 | 1,536 | 0.16% | 0.15% | 670 | +1,818 | 7.19% | Q1 2026 | May 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 26,946 | 1,527 | 0.08% | 0.08% | 671 | +9 | 0.03% | Q1 2026 | Apr 13, 2026 |
| DB&C Advisors, LLC | History | Added to | 26,909 | 1,525 | 1.98% | 1.92% | 672 | +205 | 0.77% | Q1 2026 | Apr 24, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 26,827 | 1,520 | 0.21% | 0.18% | 673 | +1,030 | 3.99% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 26,666 | 1,511 | 1.21% | 1.32% | 674 | -225 | -0.84% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,643 | 1,510 | 0.05% | 0.05% | 675 | +624 | 2.4% | Q1 2026 | May 06, 2026 |
| Prosperitas Financial LLC | History | Added to | 26,518 | 1,503 | 0.56% | 0.58% | 676 | +441 | 1.69% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 26,411 | 1,497 | 0.09% | 0.05% | 677 | +11,339 | 75.23% | Q1 2026 | Apr 09, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 26,379 | 1,495 | 0.55% | 1.03% | 679 | -23,538 | -47.15% | Q1 2026 | May 05, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 26,377 | 1,495 | 0.63% | 0.67% | 678 | -541 | -2.01% | Q1 2026 | May 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 26,333 | 1,492 | 0.12% | 0.11% | 680 | +970 | 3.82% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 26,279 | 1,489 | 0.03% | 0.03% | 681 | +2,940 | 12.6% | Q1 2026 | May 11, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 25,988 | 1,472 | 0.97% | 1.04% | 682 | -1,332 | -4.88% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | Added to | 25,569 | 1,449 | 0.17% | 0.15% | 683 | +2,969 | 13.14% | Q1 2026 | Apr 10, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 25,560 | 1,448 | 0.02% | 0.02% | 684 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 25,521 | 1,446 | 0.72% | 0.78% | 685 | +497 | 1.99% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 25,482 | 1,444 | 0.01% | 0.0% | 686 | +19,817 | 349.81% | Q1 2026 | May 14, 2026 |
| Matisse Capital | History | Added to | 25,443 | 1,442 | 0.62% | 0.22% | 687 | +16,678 | 190.28% | Q1 2026 | May 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 25,213 | 1,429 | 0.14% | 0.14% | 688 | +323 | 1.3% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 25,023 | 1,418 | 0.01% | 0.01% | 689 | +6,236 | 33.19% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 24,997 | 1,416 | 0.0% | 0.0% | 690 | +130 | 0.52% | Q1 2026 | May 15, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 24,953 | 1,414 | 0.47% | 0.44% | 692 | +3,898 | 18.51% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 24,963 | 1,414 | 0.33% | 0.32% | 691 | +618 | 2.54% | Q1 2026 | May 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 24,797 | 1,405 | 0.18% | 0.05% | 693 | +19,059 | 332.15% | Q1 2026 | Apr 28, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 24,586 | 1,393 | 0.17% | 0.21% | 694 | -6,724 | -21.48% | Q1 2026 | May 06, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 24,304 | 1,377 | 0.69% | 0.64% | 695 | +1,277 | 5.55% | Q1 2026 | May 11, 2026 |
| Boreal Capital Management LLC | History | Reduced | 24,214 | 1,372 | 1.12% | 1.55% | 696 | -11,560 | -32.31% | Q1 2026 | May 14, 2026 |
| SNS Financial Group, LLC | History | Added to | 23,981 | 1,359 | 0.12% | 0.1% | 697 | +3,831 | 19.01% | Q1 2026 | Apr 14, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 23,932 | 1,356 | 0.59% | 0.62% | 698 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 23,897 | 1,354 | 0.26% | 0.25% | 699 | +2,124 | 9.76% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 23,831 | 1,350 | 0.1% | 0.11% | 700 | -1,495 | -5.9% | Q1 2026 | May 05, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 23,817 | 1,349 | 0.67% | 0.58% | 701 | +3,887 | 19.5% | Q1 2026 | Apr 21, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 23,765 | 1,347 | 0.8% | 0.87% | 702 | +120 | 0.51% | Q1 2026 | May 15, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 23,652 | 1,340 | 0.91% | 0.89% | 703 | -139 | -0.58% | Q1 2026 | May 07, 2026 |
| Ascension Capital Advisors, Inc. | History | Reduced | 23,568 | 1,335 | 0.42% | 0.46% | 704 | -15 | -0.06% | Q1 2026 | May 13, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 23,349 | 1,323 | 0.56% | 0.63% | 705 | -2,356 | -9.17% | Q1 2026 | Apr 21, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 23,340 | 1,322 | 1.21% | 1.29% | 706 | -41 | -0.18% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 23,080 | 1,321 | 0.38% | 0.38% | 707 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 23,256 | 1,318 | 0.17% | 0.18% | 708 | -1,368 | -5.56% | Q1 2026 | May 07, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 23,248 | 1,317 | 0.09% | 0.08% | 709 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 23,227 | 1,316 | 0.37% | 0.33% | 710 | +2,058 | 9.72% | Q1 2026 | Apr 23, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 23,212 | 1,315 | 0.97% | 0.89% | 711 | +1,536 | 7.09% | Q1 2026 | Apr 17, 2026 |
| LRI Investments, LLC | History | Added to | 23,127 | 1,310 | 0.12% | 0.11% | 712 | +236 | 1.03% | Q1 2026 | Apr 30, 2026 |
| Berger Financial Group, Inc | History | Reduced | 22,839 | 1,294 | 0.07% | 0.09% | 713 | -4,952 | -17.82% | Q1 2026 | Apr 28, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 22,772 | 1,290 | 0.84% | 1.15% | 714 | -9,371 | -29.15% | Q1 2026 | Apr 21, 2026 |
| Dynasty Wealth Management, LLC | History | New | 22,584 | 1,280 | 0.01% | — | 715 | +22,584 | New | Q1 2026 | May 14, 2026 |
| PCM Encore, LLC | History | Added to | 22,533 | 1,277 | 0.26% | 0.27% | 716 | +58 | 0.26% | Q1 2026 | May 12, 2026 |
| Teucrium Investment Advisors, LLC | History | Reduced | 22,652 | 1,275 | 0.99% | 1.5% | 718 | -1,253 | -5.24% | Q1 2026 | May 15, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 22,498 | 1,275 | 0.67% | 0.67% | 717 | +196 | 0.88% | Q1 2026 | Apr 22, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 22,464 | 1,273 | 0.78% | 0.75% | 719 | +283 | 1.28% | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 22,447 | 1,272 | 0.11% | 0.06% | 720 | +13,370 | 147.3% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Reduced | 22,187 | 1,257 | 0.09% | 0.11% | 721 | -430 | -1.9% | Q1 2026 | Apr 20, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 22,160 | 1,256 | 0.14% | — | 722 | +22,160 | New | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 22,136 | 1,254 | 0.05% | 0.06% | 723 | -3,841 | -14.79% | Q1 2026 | May 12, 2026 |
| Code Waechter LLC | History | Added to | 22,018 | 1,247 | 0.74% | 0.8% | 724 | +138 | 0.63% | Q1 2026 | Apr 15, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 22,010 | 1,247 | 0.82% | 0.76% | 725 | -1 | -0.0% | Q1 2026 | Apr 28, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 22,000 | 1,246 | 0.49% | 0.49% | 726 | -128 | -0.58% | Q1 2026 | Apr 21, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 21,970 | 1,245 | 0.73% | 0.67% | 727 | +1,197 | 5.76% | Q1 2026 | May 14, 2026 |
| Strategic Advisors LLC | History | Added to | 21,913 | 1,242 | 0.21% | 0.18% | 728 | +2,166 | 10.97% | Q1 2026 | May 14, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 21,891 | 1,240 | 0.24% | 0.26% | 729 | -1,307 | -5.63% | Q1 2026 | May 11, 2026 |
| TCFG Investment Advisors, LLC | History | New | 21,921 | 1,239 | 0.46% | — | 731 | +21,921 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 21,921 | 1,239 | 0.46% | 0.47% | 730 | +1,002 | 4.79% | Q1 2026 | Apr 23, 2026 |
| Financial Partners Group, Inc | History | Added to | 21,713 | 1,230 | 0.15% | 0.15% | 732 | +188 | 0.87% | Q1 2026 | Apr 10, 2026 |
| Private Wealth Partners, LLC | History | Added to | 21,638 | 1,226 | 0.09% | 0.08% | 733 | +2,333 | 12.08% | Q1 2026 | Apr 28, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 21,548 | 1,221 | 0.02% | 0.02% | 734 | +2,098 | 10.79% | Q1 2026 | May 05, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 21,460 | 1,213 | 0.44% | 0.53% | 735 | +4,680 | 27.89% | Q1 2026 | Apr 22, 2026 |
| Maia Wealth LLC | History | Added to | 21,221 | 1,202 | 0.2% | 0.19% | 736 | +2,142 | 11.23% | Q1 2026 | May 08, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 21,120 | 1,197 | 0.37% | 0.4% | 737 | -1,177 | -5.28% | Q1 2026 | May 13, 2026 |
| BTS Asset Management, Inc. | History | Added to | 21,055 | 1,193 | 4.6% | 1.59% | 738 | +486 | 2.36% | Q1 2026 | May 13, 2026 |
| Sun Financial Inc | History | Added to | 21,255 | 1,190 | 0.6% | 0.61% | 739 | +2,250 | 11.84% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 20,990 | 1,189 | 0.16% | 0.17% | 740 | -425 | -1.98% | Q1 2026 | Apr 22, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 20,969 | 1,188 | 0.13% | 0.11% | 741 | +1,902 | 9.98% | Q1 2026 | Apr 21, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 20,875 | 1,183 | 0.65% | 0.54% | 742 | +3,625 | 21.01% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 20,815 | 1,179 | 0.01% | 0.0% | 743 | +13,862 | 199.37% | Q1 2026 | May 11, 2026 |
| Bay Rivers Group | History | Added to | 20,354 | 1,153 | 0.48% | 0.38% | 744 | +4,012 | 24.55% | Q1 2026 | Apr 13, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 20,163 | 1,142 | 0.85% | 0.92% | 745 | -2,028 | -9.14% | Q1 2026 | Apr 08, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 20,078 | 1,138 | 0.09% | 0.16% | 746 | -14,272 | -41.55% | Q1 2026 | Apr 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 20,013 | 1,134 | 0.57% | 0.99% | 747 | -13,294 | -39.91% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 20,000 | 1,133 | 0.06% | 0.06% | 748 | -385 | -1.89% | Q1 2026 | Apr 13, 2026 |
| Mendel Capital Management LLC | History | New | 19,918 | 1,128 | 0.57% | — | 749 | +19,918 | New | Q1 2026 | Apr 21, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 19,751 | 1,119 | 0.18% | 0.1% | 750 | +9,574 | 94.07% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 19,716 | 1,117 | 0.06% | 0.47% | 751 | -166,767 | -89.43% | Q1 2026 | Apr 28, 2026 |
| CPWA, LLC | History | New | 20,005 | 1,117 | 1.33% | — | 752 | +20,005 | New | Q1 2026 | May 13, 2026 |
| New Insight Wealth Advisors | History | Added to | 19,661 | 1,114 | 0.4% | 0.25% | 753 | +7,409 | 60.47% | Q1 2026 | May 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 19,652 | 1,113 | 0.18% | 0.19% | 754 | +218 | 1.12% | Q1 2026 | May 08, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 19,645 | 1,113 | 0.66% | 0.66% | 755 | +125 | 0.64% | Q1 2026 | Apr 30, 2026 |
| NBT BANK N A /NY | History | Added to | 19,535 | 1,107 | 0.07% | 0.05% | 756 | +9,255 | 90.03% | Q1 2026 | Apr 28, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 19,543 | 1,107 | 0.16% | 0.16% | 757 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 19,517 | 1,106 | 0.18% | 0.2% | 758 | -3,269 | -14.35% | Q1 2026 | May 08, 2026 |
| Bellwether Advisors, LLC | History | No change | 19,393 | 1,099 | 0.19% | 0.18% | 759 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Blue Chip Partners, LLC | History | Added to | 19,371 | 1,097 | 0.08% | 0.06% | 760 | +6,058 | 45.5% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 19,263 | 1,091 | 0.14% | 0.15% | 761 | +181 | 0.95% | Q1 2026 | Apr 13, 2026 |
| Andina Capital Management, LLC | History | Reduced | 19,195 | 1,087 | 0.96% | 0.86% | 762 | -5,622 | -22.65% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 19,147 | 1,085 | 0.07% | 0.07% | 763 | +925 | 5.08% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 19,104 | 1,083 | 0.04% | 0.09% | 764 | -16,592 | -46.48% | Q1 2026 | May 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 19,100 | 1,082 | 0.1% | 0.1% | 765 | +103 | 0.54% | Q1 2026 | Apr 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 18,873 | 1,080 | 0.08% | 0.08% | 766 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 19,041 | 1,079 | 0.45% | 0.29% | 767 | +5,187 | 37.44% | Q1 2026 | May 15, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 19,041 | 1,079 | 0.76% | 1.01% | 768 | -5,143 | -21.27% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 19,001 | 1,077 | 0.02% | 0.02% | 769 | +554 | 3.0% | Q1 2026 | Apr 28, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 18,885 | 1,070 | 0.69% | 0.69% | 770 | +672 | 3.69% | Q1 2026 | Apr 10, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 18,850 | 1,068 | 0.72% | 1.07% | 771 | -9,799 | -34.2% | Q1 2026 | Apr 17, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 18,600 | 1,054 | 0.31% | 0.29% | 772 | +300 | 1.64% | Q1 2026 | Apr 28, 2026 |
| Meridian Financial Partners LLC | History | Added to | 18,528 | 1,047 | 0.4% | 0.14% | 773 | +12,479 | 206.3% | Q1 2026 | Apr 15, 2026 |
| CGN Advisors LLC | History | Added to | 18,467 | 1,046 | 0.08% | 0.07% | 774 | +2,934 | 18.89% | Q1 2026 | Apr 13, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 18,376 | 1,041 | 0.55% | 0.6% | 775 | -198 | -1.07% | Q1 2026 | May 04, 2026 |
| Quartz Partners, LLC | History | Added to | 18,148 | 1,028 | 0.4% | 0.2% | 776 | +8,781 | 93.74% | Q1 2026 | May 05, 2026 |
| ERn Financial, LLC | History | Reduced | 18,034 | 1,022 | 0.19% | 0.2% | 777 | -960 | -5.05% | Q1 2026 | Apr 24, 2026 |
| Platform Technology Partners | History | Added to | 18,008 | 1,020 | 0.2% | 0.17% | 778 | +4,388 | 32.22% | Q1 2026 | Apr 27, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 17,891 | 1,014 | 0.46% | 0.43% | 779 | +342 | 1.95% | Q1 2026 | May 13, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 17,863 | 1,012 | 0.12% | 0.12% | 780 | -59 | -0.33% | Q1 2026 | May 06, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 17,813 | 1,009 | 0.68% | 0.73% | 781 | -492 | -2.69% | Q1 2026 | Apr 14, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 17,567 | 995 | 0.12% | 0.11% | 782 | +1,507 | 9.38% | Q1 2026 | May 05, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 17,384 | 995 | 0.33% | 0.33% | 783 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 17,543 | 994 | 0.25% | 0.28% | 784 | -1,933 | -9.93% | Q1 2026 | May 05, 2026 |
| NVWM, LLC | History | Added to | 17,513 | 992 | 0.22% | 0.22% | 785 | +95 | 0.55% | Q1 2026 | Apr 27, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 17,462 | 989 | 0.14% | 0.14% | 786 | +398 | 2.33% | Q1 2026 | Apr 21, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 17,443 | 988 | 0.08% | 0.08% | 787 | -513 | -2.86% | Q1 2026 | Apr 08, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 17,305 | 980 | 0.46% | 0.39% | 788 | +1,329 | 8.32% | Q1 2026 | May 14, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 17,262 | 978 | 0.7% | 0.68% | 789 | +1,002 | 6.16% | Q1 2026 | May 07, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 17,201 | 974 | 0.52% | 0.49% | 791 | +1,715 | 11.07% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 17,187 | 974 | 0.04% | 0.04% | 790 | +116 | 0.68% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 17,107 | 969 | 0.02% | 0.04% | 792 | -16,555 | -49.18% | Q1 2026 | May 15, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 17,052 | 966 | 0.55% | 0.69% | 793 | -3,889 | -18.57% | Q1 2026 | May 01, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 17,013 | 964 | 0.23% | 1.76% | 794 | -104,733 | -86.03% | Q1 2026 | May 11, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 16,813 | 952 | 0.02% | — | 795 | +16,813 | New | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 16,768 | 950 | 0.25% | 0.22% | 796 | +13 | 0.08% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 16,728 | 948 | 0.75% | 0.77% | 798 | -181 | -1.07% | Q1 2026 | Apr 21, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 16,565 | 948 | 0.07% | 0.07% | 797 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Soundwatch Capital LLC | History | New | 16,683 | 945 | 0.12% | — | 799 | +16,683 | New | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 16,574 | 939 | 0.01% | 0.01% | 800 | +5,962 | 56.18% | Q1 2026 | May 13, 2026 |
| Apollon Financial, LLC | History | Added to | 16,524 | 936 | 0.13% | 0.12% | 801 | +1,727 | 11.67% | Q1 2026 | Apr 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 16,404 | 929 | 0.07% | 0.08% | 802 | +143 | 0.88% | Q1 2026 | May 15, 2026 |
| Marion Wealth Management | History | Reduced | 16,288 | 923 | 0.2% | 0.22% | 804 | -910 | -5.29% | Q1 2026 | May 12, 2026 |
| MRA Advisory Group | History | Added to | 16,292 | 923 | 0.38% | 0.38% | 803 | +386 | 2.43% | Q1 2026 | Apr 22, 2026 |
| BIP Wealth, LLC | History | Reduced | 16,233 | 920 | 0.04% | 0.07% | 805 | -16,509 | -50.42% | Q1 2026 | Apr 27, 2026 |
| Plan Group Financial, LLC | History | Added to | 16,241 | 920 | 0.22% | 0.16% | 806 | +5,390 | 49.67% | Q1 2026 | Apr 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 16,235 | 920 | 0.47% | 0.49% | 807 | -300 | -1.81% | Q1 2026 | Apr 10, 2026 |
| Pointe Capital Management LLC | History | Reduced | 16,210 | 918 | 0.45% | 0.46% | 808 | -80 | -0.49% | Q1 2026 | May 15, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 16,206 | 918 | 0.6% | 0.59% | 809 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Added to | 16,061 | 910 | 0.14% | 0.9% | 810 | +5,989 | 59.46% | Q1 2026 | Apr 09, 2026 |
| Sovran Advisors, LLC | History | Reduced | 15,810 | 910 | 0.07% | 0.08% | 811 | -659 | -4.0% | Q1 2026 | May 01, 2026 |
| Jupiter Wealth Management LLC | History | No change | 16,250 | 908 | 0.36% | 0.43% | 812 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 16,091 | 907 | 0.14% | 0.13% | 813 | +2,973 | 22.66% | Q1 2026 | Apr 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 15,962 | 904 | 0.02% | 0.03% | 814 | -29 | -0.18% | Q1 2026 | May 11, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 15,767 | 903 | 0.14% | 0.16% | 815 | -1,736 | -9.92% | Q1 2026 | Apr 23, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 15,930 | 902 | 0.76% | 0.83% | 816 | -3,881 | -19.59% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 15,790 | 894 | 0.25% | 0.28% | 817 | -998 | -5.94% | Q1 2026 | Apr 16, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 15,704 | 890 | 0.14% | 0.13% | 818 | +3,452 | 28.17% | Q1 2026 | Apr 30, 2026 |
| Fiduciary Group, LLC | History | Added to | 15,678 | 888 | 0.08% | 0.07% | 819 | +271 | 1.76% | Q1 2026 | May 11, 2026 |
| Concorde Asset Management, LLC | History | No change | 15,494 | 886 | 0.35% | 0.35% | 820 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 15,614 | 885 | 0.41% | 0.3% | 823 | +4,138 | 36.06% | Q1 2026 | May 05, 2026 |
| Menard Financial Group LLC | History | Added to | 15,618 | 885 | 0.62% | 0.61% | 822 | +209 | 1.36% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 15,477 | 885 | 0.03% | 0.03% | 821 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | History | No change | 15,500 | 878 | 0.61% | 0.59% | 824 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IAM Advisory, LLC | History | Reduced | 15,446 | 875 | 0.2% | 0.21% | 825 | -686 | -4.25% | Q1 2026 | Apr 10, 2026 |
| 4J Wealth Management LLC | History | Added to | 15,351 | 870 | 0.49% | 0.28% | 826 | +6,747 | 78.42% | Q1 2026 | May 05, 2026 |
| Tranquility Partners, LLC | History | Added to | 15,303 | 867 | 0.33% | 0.29% | 827 | +1,014 | 7.1% | Q1 2026 | Apr 20, 2026 |
| Atlas Private Wealth Advisors | History | New | 15,290 | 866 | 0.2% | — | 829 | +15,290 | New | Q1 2026 | Apr 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 15,290 | 866 | 0.25% | 0.27% | 828 | -849 | -5.26% | Q1 2026 | May 14, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 15,214 | 862 | 0.8% | 0.87% | 831 | -1,046 | -6.43% | Q1 2026 | May 08, 2026 |
| INDEPENDENT INVESTORS INC | History | No change | 15,211 | 862 | 0.17% | 0.16% | 830 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Management, LLC | History | Reduced | 15,123 | 857 | 0.58% | 6.36% | 832 | -149,920 | -90.84% | Q1 2026 | Apr 21, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 15,112 | 856 | 0.16% | 0.16% | 833 | -1,102 | -6.8% | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 15,049 | 852 | 0.21% | — | 834 | +15,049 | New | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 14,951 | 847 | 0.14% | 0.11% | 835 | +719 | 5.05% | Q1 2026 | May 15, 2026 |
| TritonPoint Partners, LLC | History | New | 14,912 | 845 | 0.31% | — | 836 | +14,912 | New | Q1 2026 | Apr 28, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 14,845 | 841 | 0.68% | 0.74% | 837 | -1,395 | -8.59% | Q1 2026 | May 13, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 14,518 | 839 | 0.19% | 0.15% | 838 | +2,735 | 23.21% | Q1 2026 | Apr 15, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 14,787 | 838 | 0.33% | 0.33% | 839 | -240 | -1.6% | Q1 2026 | Apr 29, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 14,771 | 837 | 0.37% | 0.34% | 840 | +950 | 6.87% | Q1 2026 | May 13, 2026 |
| Next Level Private LLC | History | Reduced | 14,595 | 827 | 0.19% | 0.26% | 842 | -2,897 | -16.56% | Q1 2026 | Apr 23, 2026 |
| Legacy Bridge, LLC | History | Added to | 14,591 | 827 | 0.32% | 0.33% | 841 | +394 | 2.78% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Reduced | 14,593 | 827 | 0.33% | 0.36% | 843 | -20 | -0.14% | Q1 2026 | Apr 29, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 14,577 | 826 | 0.35% | 0.45% | 844 | -4,195 | -22.35% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 14,555 | 824 | 0.03% | 0.02% | 845 | +799 | 5.81% | Q1 2026 | May 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 14,501 | 821 | 0.04% | 0.04% | 846 | +276 | 1.94% | Q1 2026 | May 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 14,134 | 817 | 0.05% | 0.05% | 847 | +466 | 3.41% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 14,167 | 814 | 0.05% | 0.41% | 848 | -91,782 | -86.63% | Q1 2026 | Apr 22, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 14,324 | 811 | 0.13% | 0.17% | 849 | -823 | -5.43% | Q1 2026 | Apr 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 14,276 | 809 | 0.01% | 0.01% | 850 | +1,529 | 11.99% | Q1 2026 | Apr 10, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 14,276 | 809 | 0.42% | 0.23% | 851 | -126 | -0.87% | Q1 2026 | Apr 15, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 14,244 | 807 | 0.77% | 0.77% | 852 | +553 | 4.04% | Q1 2026 | Apr 21, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 14,190 | 804 | 0.35% | 0.35% | 854 | +262 | 1.88% | Q1 2026 | May 07, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 14,187 | 804 | 0.09% | 0.09% | 853 | +21 | 0.15% | Q1 2026 | Apr 16, 2026 |
| Fidelis Wealth Advisors LLC | History | Reduced | 14,110 | 799 | 1.16% | 1.2% | 855 | -386 | -2.66% | Q1 2026 | May 12, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 13,859 | 785 | 0.65% | 0.64% | 856 | +279 | 2.05% | Q1 2026 | Apr 28, 2026 |
| Activest Wealth Management | History | Added to | 13,758 | 779 | 0.14% | 0.12% | 858 | +2,675 | 24.14% | Q1 2026 | Apr 15, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 13,752 | 779 | 0.08% | 0.09% | 857 | +74 | 0.54% | Q1 2026 | May 06, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 13,630 | 772 | 0.06% | 0.05% | 859 | +100 | 0.74% | Q1 2026 | May 20, 2026 |
| Encompass More Asset Management | History | Added to | 13,550 | 767 | 0.13% | 0.14% | 860 | +322 | 2.43% | Q1 2026 | Apr 28, 2026 |
| Delta Investment Management, LLC | History | Added to | 13,517 | 766 | 0.14% | 0.1% | 861 | +3,097 | 29.72% | Q1 2026 | May 12, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 13,531 | 766 | 0.54% | 0.47% | 862 | +985 | 7.85% | Q1 2026 | May 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 13,505 | 765 | 0.21% | 0.26% | 863 | -2,630 | -16.3% | Q1 2026 | Apr 27, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 13,212 | 760 | 0.39% | 0.55% | 864 | -1,668 | -11.21% | Q1 2026 | May 18, 2026 |
| Rockingstone Advisors LLC | History | Added to | 13,385 | 758 | 0.35% | 0.34% | 865 | +170 | 1.29% | Q1 2026 | Apr 09, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 13,353 | 756 | 0.76% | 0.76% | 866 | +142 | 1.07% | Q1 2026 | May 15, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 13,321 | 755 | 0.24% | 0.22% | 867 | +1,011 | 8.21% | Q1 2026 | Apr 20, 2026 |
| Leo Wealth, LLC | History | Added to | 13,290 | 753 | 0.05% | 0.05% | 868 | +57 | 0.43% | Q1 2026 | May 05, 2026 |
| Keystone Wealth Services, LLC | History | New | 13,225 | 749 | 0.16% | — | 869 | +13,225 | New | Q1 2026 | May 13, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 13,200 | 748 | 0.28% | 0.28% | 870 | -271 | -2.01% | Q1 2026 | May 13, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 13,191 | 747 | 0.08% | 0.07% | 871 | +600 | 4.77% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Management | History | Added to | 13,120 | 743 | 0.85% | 0.83% | 873 | +208 | 1.61% | Q1 2026 | Apr 22, 2026 |
| CRA Financial Services, LLC | History | Added to | 13,112 | 743 | 0.1% | 0.1% | 872 | +13 | 0.1% | Q1 2026 | Apr 09, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 13,103 | 742 | 0.06% | 0.07% | 874 | -1,301 | -9.03% | Q1 2026 | May 06, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 13,017 | 737 | 0.1% | 0.1% | 875 | +1,250 | 10.62% | Q1 2026 | Apr 24, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 13,020 | 737 | 0.12% | 0.12% | 876 | +146 | 1.13% | Q1 2026 | May 07, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 12,915 | 732 | 0.31% | 0.33% | 877 | +306 | 2.43% | Q1 2026 | Apr 08, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 12,908 | 731 | 0.45% | 0.5% | 878 | -42 | -0.32% | Q1 2026 | May 05, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 12,826 | 726 | 0.02% | 0.02% | 879 | -5 | -0.04% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Added to | 12,787 | 724 | 0.12% | 0.11% | 880 | +829 | 6.93% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 12,758 | 723 | 0.0% | 0.0% | 881 | +7,738 | 154.14% | Q1 2026 | May 13, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 12,660 | 717 | 0.73% | 0.55% | 882 | +3,608 | 39.86% | Q1 2026 | May 12, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 12,640 | 716 | 0.02% | 0.01% | 883 | +5,579 | 79.01% | Q1 2026 | Apr 07, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 12,644 | 716 | 0.6% | 0.67% | 884 | -1,097 | -7.98% | Q1 2026 | Apr 22, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 12,602 | 714 | 0.41% | 0.41% | 885 | -65 | -0.51% | Q1 2026 | Apr 09, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 12,558 | 711 | 0.16% | 0.09% | 886 | +5,703 | 83.19% | Q1 2026 | Apr 03, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 12,519 | 709 | 0.25% | 0.24% | 887 | +659 | 5.56% | Q1 2026 | May 06, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 12,493 | 708 | 0.23% | — | 888 | +12,493 | New | Q1 2026 | Apr 24, 2026 |
| Stenger Family Office, LLC | History | Added to | 12,461 | 706 | 0.12% | 0.12% | 889 | +1,903 | 18.02% | Q1 2026 | Apr 29, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 12,381 | 701 | 0.1% | 0.1% | 890 | +114 | 0.93% | Q1 2026 | Apr 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 12,336 | 699 | 0.19% | 0.16% | 891 | +1,049 | 9.29% | Q1 2026 | Apr 28, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 12,330 | 698 | 0.44% | 0.36% | 892 | +2,262 | 22.47% | Q1 2026 | Apr 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 12,297 | 696 | 0.0% | 0.0% | 893 | +10,924 | 795.63% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 12,076 | 695 | 0.11% | 0.12% | 894 | -528 | -4.19% | Q1 2026 | May 08, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 12,036 | 682 | 0.56% | 0.82% | 895 | -2,796 | -18.85% | Q1 2026 | Apr 17, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 11,986 | 679 | 0.45% | 0.48% | 896 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 11,950 | 677 | 0.34% | 0.37% | 897 | -350 | -2.85% | Q1 2026 | Apr 23, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 11,942 | 676 | 0.61% | 0.61% | 898 | +1,154 | 10.7% | Q1 2026 | Apr 23, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 11,811 | 669 | 0.43% | 0.31% | 899 | +3,891 | 49.13% | Q1 2026 | Apr 27, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 11,743 | 665 | 0.03% | 0.03% | 900 | -2,563 | -17.92% | Q1 2026 | Apr 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 11,501 | 659 | 0.03% | 0.03% | 901 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | Added to | 11,515 | 652 | 0.01% | 0.01% | 902 | +2,565 | 28.66% | Q1 2026 | Apr 13, 2026 |
| Coquina Private Wealth LLC | History | Added to | 11,493 | 651 | 0.52% | 0.37% | 903 | +3,334 | 40.86% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 11,439 | 648 | 0.01% | 0.0% | 904 | +7,206 | 170.23% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,400 | 646 | 0.06% | 0.02% | 905 | +8,355 | 274.38% | Q1 2026 | Apr 30, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 11,393 | 645 | 0.18% | 0.2% | 906 | -1,085 | -8.7% | Q1 2026 | Apr 28, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 11,350 | 643 | 0.01% | — | 907 | +11,350 | New | Q1 2026 | May 05, 2026 |
| Colonial Trust Co / SC | History | No change | 11,294 | 640 | 0.09% | 0.09% | 908 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 11,289 | 639 | 0.09% | 0.12% | 910 | -2,142 | -15.95% | Q1 2026 | Apr 21, 2026 |
| Hixon Zuercher, LLC | History | Added to | 11,278 | 639 | 0.2% | 0.18% | 909 | +708 | 6.7% | Q1 2026 | Apr 20, 2026 |
| Darden Wealth Group Inc | History | Added to | 11,229 | 636 | 0.32% | 0.31% | 911 | +4 | 0.04% | Q1 2026 | May 08, 2026 |
| MSH Capital Advisors LLC | History | Added to | 11,103 | 629 | 0.13% | 0.1% | 913 | +2,733 | 32.65% | Q1 2026 | May 08, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 11,100 | 629 | 0.07% | 0.05% | 912 | +2,681 | 31.84% | Q1 2026 | Apr 22, 2026 |
| Sherman Wealth Management LLC | History | Added to | 11,098 | 629 | 0.54% | 0.46% | 914 | +1,933 | 21.09% | Q1 2026 | Apr 13, 2026 |
| Trust Co | History | Reduced | 11,015 | 624 | 0.06% | 0.06% | 915 | -102 | -0.92% | Q1 2026 | Apr 13, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 10,952 | 620 | 0.19% | 0.18% | 916 | +689 | 6.71% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | New | 10,930 | 619 | 0.03% | — | 918 | +10,930 | New | Q1 2026 | May 05, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 10,928 | 619 | 0.22% | 0.31% | 917 | -5,136 | -31.97% | Q1 2026 | Apr 20, 2026 |
| Camelot Portfolios, LLC | History | Added to | 10,906 | 618 | 0.46% | 0.36% | 919 | +505 | 4.86% | Q1 2026 | May 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 10,893 | 617 | 0.09% | 0.11% | 921 | -810 | -6.92% | Q1 2026 | Apr 30, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 10,903 | 617 | 0.02% | 0.02% | 920 | -100 | -0.91% | Q1 2026 | Apr 16, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 10,843 | 614 | 0.03% | 0.07% | 922 | -7,489 | -40.85% | Q1 2026 | Apr 29, 2026 |
| Latitude Advisors, LLC | History | Reduced | 10,826 | 613 | 0.28% | 0.29% | 923 | -668 | -5.81% | Q1 2026 | Apr 27, 2026 |
| Park Place Capital Corp | History | Reduced | 10,769 | 610 | 0.12% | 0.15% | 924 | -1,562 | -12.67% | Q1 2026 | Apr 09, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 10,732 | 608 | 0.01% | 0.01% | 925 | +311 | 2.98% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | New | 10,520 | 607 | 0.07% | — | 928 | +10,520 | New | Q1 2026 | Apr 22, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 10,715 | 607 | 0.15% | 0.21% | 927 | -2,910 | -21.36% | Q1 2026 | May 07, 2026 |
| WESBANCO BANK INC | History | Reduced | 10,719 | 607 | 0.02% | 0.02% | 926 | -1,825 | -14.55% | Q1 2026 | Apr 21, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 10,698 | 606 | 0.2% | 0.95% | 929 | -31,765 | -74.81% | Q1 2026 | Apr 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 10,691 | 605 | 0.03% | 0.03% | 930 | +1,441 | 15.58% | Q1 2026 | May 04, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 10,538 | 603 | 1.28% | 1.28% | 931 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 10,633 | 602 | 0.09% | 0.11% | 932 | -2,297 | -17.76% | Q1 2026 | May 04, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 10,575 | 599 | 0.07% | — | 933 | +10,575 | New | Q1 2026 | Apr 10, 2026 |
| Rothschild Wealth LLC | History | Added to | 10,538 | 597 | 0.05% | 0.05% | 934 | +906 | 9.41% | Q1 2026 | May 06, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 10,457 | 592 | 1.01% | 1.51% | 936 | -19,560 | -65.16% | Q1 2026 | Apr 22, 2026 |
| LVZ, Inc. | History | Added to | 10,451 | 592 | 0.07% | 0.06% | 935 | +541 | 5.46% | Q1 2026 | Apr 28, 2026 |
| Fisher Asset Management, LLC | History | Added to | 10,397 | 589 | 0.0% | 0.0% | 937 | +734 | 7.6% | Q1 2026 | May 05, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 10,334 | 585 | 0.12% | 0.17% | 938 | -2,486 | -19.39% | Q1 2026 | Apr 28, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 10,315 | 584 | 0.26% | 0.24% | 939 | +1,117 | 12.14% | Q1 2026 | May 15, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 10,296 | 583 | 0.11% | 0.18% | 940 | -7,629 | -42.56% | Q1 2026 | Apr 30, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 10,282 | 582 | 0.02% | 0.02% | 941 | -317 | -2.99% | Q1 2026 | May 14, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 10,245 | 580 | 0.14% | 0.13% | 942 | +730 | 7.67% | Q1 2026 | Apr 20, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 10,227 | 579 | 0.08% | 0.09% | 945 | -1,117 | -9.85% | Q1 2026 | Apr 08, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 10,222 | 579 | 0.06% | 0.07% | 943 | -900 | -8.09% | Q1 2026 | Apr 29, 2026 |
| Fortis Advisors, LLC | History | Added to | 10,222 | 579 | 0.29% | 0.31% | 944 | +195 | 1.94% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 10,213 | 578 | 0.1% | 0.01% | 948 | +9,694 | 1867.82% | Q1 2026 | May 08, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 10,107 | 578 | 0.09% | 0.09% | 946 | -718 | -6.63% | Q1 2026 | Apr 22, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 10,212 | 578 | 0.12% | 0.13% | 947 | +21 | 0.21% | Q1 2026 | Apr 30, 2026 |
| American Money Management, LLC | History | Reduced | 10,189 | 577 | 0.09% | 0.09% | 949 | -32 | -0.31% | Q1 2026 | May 11, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 10,163 | 576 | 0.63% | 0.61% | 950 | +596 | 6.23% | Q1 2026 | Apr 07, 2026 |
| Crumly & Associates Inc. | History | Added to | 10,152 | 575 | 0.12% | 0.11% | 951 | +1,315 | 14.88% | Q1 2026 | Apr 02, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 10,170 | 574 | 0.12% | 0.11% | 952 | +1,227 | 13.72% | Q1 2026 | Apr 08, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 10,066 | 570 | 0.12% | 0.38% | 953 | -19,669 | -66.15% | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | New | 10,020 | 567 | 0.09% | — | 954 | +10,020 | New | Q1 2026 | Apr 29, 2026 |
| Mattern Wealth Management LLC | History | No change | 9,954 | 564 | 0.11% | 0.11% | 955 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Grandview Asset Management LLC | History | Reduced | 9,937 | 563 | 0.16% | 0.19% | 956 | -1,879 | -15.9% | Q1 2026 | May 07, 2026 |
| Monument Capital Management | History | Reduced | 9,923 | 562 | 0.14% | 0.14% | 957 | -186 | -1.84% | Q1 2026 | Apr 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 9,835 | 557 | 0.0% | 0.01% | 958 | -60,765 | -86.07% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 9,686 | 557 | 0.03% | 0.03% | 959 | +387 | 4.16% | Q1 2026 | Apr 20, 2026 |
| Clearwave Capital, LLC | History | Added to | 9,806 | 555 | 0.38% | 0.41% | 960 | +61 | 0.63% | Q1 2026 | Apr 29, 2026 |
| Detalus Advisors, LLC | History | Added to | 9,791 | 554 | 0.13% | 0.14% | 961 | +33 | 0.34% | Q1 2026 | Apr 22, 2026 |
| Texas Yale Capital Corp. | History | Added to | 9,750 | 552 | 0.02% | 0.01% | 962 | +1,600 | 19.63% | Q1 2026 | May 04, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 9,631 | 545 | 0.24% | 0.25% | 963 | +246 | 2.62% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 9,601 | 544 | 0.1% | 0.1% | 964 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KKM Financial LLC | History | No change | 9,462 | 541 | 0.1% | 0.1% | 965 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 9,530 | 540 | 0.08% | 0.08% | 966 | +120 | 1.28% | Q1 2026 | Apr 15, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 9,523 | 539 | 0.34% | 0.27% | 968 | +2,670 | 38.96% | Q1 2026 | Apr 23, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 9,524 | 539 | 0.11% | 0.09% | 969 | +2,002 | 26.62% | Q1 2026 | May 12, 2026 |
| Accredited Investors Inc. | History | Added to | 9,521 | 539 | 0.03% | 0.02% | 967 | +1,526 | 19.09% | Q1 2026 | Apr 30, 2026 |
| Strong Retirement Solutions LLC | History | New | 9,500 | 538 | 0.38% | — | 970 | +9,500 | New | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | Added to | 9,461 | 536 | 0.01% | 0.02% | 971 | +18 | 0.19% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 9,441 | 535 | 0.09% | 0.09% | 972 | +450 | 5.01% | Q1 2026 | Apr 28, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 9,373 | 531 | 0.16% | 0.1% | 973 | +3,775 | 67.43% | Q1 2026 | Apr 22, 2026 |
| Shum Financial Group, Inc. | History | Added to | 9,372 | 531 | 0.38% | 0.35% | 974 | +924 | 10.94% | Q1 2026 | Apr 22, 2026 |
| Sentinel Advisory Group, LLC | History | New | 9,368 | 530 | 0.26% | — | 975 | +9,368 | New | Q1 2026 | May 14, 2026 |
| Argent Advisors, Inc. | History | Added to | 9,272 | 525 | 0.14% | 0.1% | 976 | +2,918 | 45.92% | Q1 2026 | Apr 24, 2026 |
| American Financial Advisors, LLC | History | Added to | 9,106 | 516 | 0.07% | 0.06% | 977 | +787 | 9.46% | Q1 2026 | May 13, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 9,074 | 514 | 0.09% | 0.12% | 978 | -1,912 | -17.4% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 9,074 | 514 | 0.36% | 0.34% | 979 | +172 | 1.93% | Q1 2026 | Apr 07, 2026 |
| Bison Wealth, LLC | History | Added to | 9,110 | 509 | 0.05% | 0.05% | 980 | +618 | 7.28% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 8,876 | 503 | 0.01% | 0.01% | 981 | +3,301 | 59.21% | Q1 2026 | May 15, 2026 |
| REBALANCE, LLC | History | New | 8,767 | 496 | 0.03% | — | 982 | +8,767 | New | Q1 2026 | May 11, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 8,715 | 493 | 0.05% | 0.06% | 983 | -2,000 | -18.67% | Q1 2026 | May 08, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 8,688 | 492 | 0.44% | 0.43% | 984 | +134 | 1.57% | Q1 2026 | Apr 29, 2026 |
| United Bank | History | New | 8,669 | 491 | 0.16% | — | 985 | +8,669 | New | Q1 2026 | May 01, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 8,466 | 490 | 0.01% | — | 987 | +8,466 | New | Q1 2026 | May 15, 2026 |
| Corps Capital Advisors, LLC | History | Reduced | 8,649 | 490 | 0.43% | 0.52% | 986 | -82 | -0.94% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 8,617 | 488 | 0.01% | 0.01% | 988 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capasso Planning Partners LLC | History | No change | 8,466 | 484 | 0.27% | 0.27% | 989 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 8,510 | 482 | 0.25% | 0.26% | 990 | +36 | 0.42% | Q1 2026 | Apr 20, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 8,410 | 476 | 0.16% | 0.1% | 991 | +2,970 | 54.6% | Q1 2026 | May 15, 2026 |
| Prota Financial, LLC | History | Reduced | 8,386 | 475 | 0.34% | 8.67% | 994 | -201,868 | -96.01% | Q1 2026 | Apr 09, 2026 |
| Stablepoint Partners, LLC | History | Added to | 8,380 | 475 | 0.07% | 0.06% | 993 | +1,246 | 17.47% | Q1 2026 | Apr 30, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 8,395 | 475 | 0.03% | 0.04% | 992 | -268 | -3.09% | Q1 2026 | May 06, 2026 |
| VestGen Advisors, LLC | History | Added to | 8,362 | 468 | 0.01% | 0.02% | 995 | +405 | 5.09% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,206 | 465 | 0.02% | 0.02% | 996 | +4,409 | 116.12% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Reduced | 8,161 | 462 | 0.16% | 0.18% | 997 | -1,659 | -16.89% | Q1 2026 | Apr 22, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 8,128 | 460 | 0.2% | 0.24% | 998 | -1,813 | -18.24% | Q1 2026 | Apr 30, 2026 |
| WealthSpring Partners, LLC | History | No change | 8,126 | 460 | 0.42% | 0.48% | 999 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PlanVest Financial, Inc | History | New | 8,110 | 459 | 0.35% | — | 1000 | +8,110 | New | Q1 2026 | May 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | New | 8,004 | 458 | 0.15% | — | 1001 | +8,004 | New | Q1 2026 | May 12, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 8,073 | 457 | 0.39% | 0.36% | 1002 | -95 | -1.16% | Q1 2026 | Apr 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 8,000 | 453 | 0.0% | — | 1004 | +8,000 | New | Q1 2026 | May 04, 2026 |
| Winch Advisory Services, LLC | History | Added to | 8,006 | 453 | 0.1% | 0.09% | 1003 | +1,084 | 15.66% | Q1 2026 | Apr 30, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 7,973 | 451 | 0.13% | 0.13% | 1005 | -130 | -1.6% | Q1 2026 | Apr 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 7,924 | 449 | 0.31% | 0.33% | 1006 | +19 | 0.24% | Q1 2026 | Apr 15, 2026 |
| Hurley Capital, LLC | History | Added to | 7,922 | 448 | 0.24% | 0.24% | 1007 | +392 | 5.21% | Q1 2026 | May 06, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 7,911 | 448 | 0.15% | 0.17% | 1008 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WASHINGTON TRUST Co | History | New | 7,838 | 444 | 0.02% | — | 1011 | +7,838 | New | Q1 2026 | Apr 06, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 7,834 | 444 | 0.01% | 0.01% | 1009 | -5,000 | -38.96% | Q1 2026 | May 15, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 7,843 | 444 | 0.34% | 0.4% | 1010 | -784 | -9.09% | Q1 2026 | Apr 06, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 7,817 | 443 | 0.27% | 0.28% | 1012 | -128 | -1.61% | Q1 2026 | Apr 21, 2026 |
| SimpliFi, Inc. | History | Added to | 7,784 | 441 | 0.19% | 0.18% | 1013 | +149 | 1.95% | Q1 2026 | Apr 22, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 7,783 | 441 | 0.18% | 0.18% | 1014 | -135 | -1.7% | Q1 2026 | Apr 08, 2026 |
| PEOPLES BANK /OH | History | New | 7,730 | 438 | 0.27% | — | 1016 | +7,730 | New | Q1 2026 | Apr 24, 2026 |
| JM2 Capital Inc. | History | Reduced | 7,742 | 438 | 0.36% | 0.42% | 1015 | -1,294 | -14.32% | Q1 2026 | Apr 27, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 7,606 | 435 | 0.26% | 0.26% | 1017 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 7,652 | 433 | 0.0% | — | 1020 | +7,652 | New | Q1 2026 | May 14, 2026 |
| Vivaldi Capital Management LP | History | Added to | 7,655 | 433 | 0.06% | 0.05% | 1019 | +615 | 8.74% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 7,640 | 433 | 0.05% | 0.08% | 1018 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Chris Bulman Inc | History | Added to | 7,590 | 430 | 0.19% | 0.14% | 1021 | +1,922 | 33.91% | Q1 2026 | Apr 13, 2026 |
| Tortoise Investment Management, LLC | History | New | 7,571 | 429 | 0.04% | — | 1022 | +7,571 | New | Q1 2026 | May 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 7,555 | 428 | 0.01% | 0.02% | 1023 | -7,024 | -48.18% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 7,548 | 427 | 0.28% | 0.23% | 1025 | +1,815 | 31.66% | Q1 2026 | Apr 23, 2026 |
| Rolek Wealth Management LLC | History | No change | 7,542 | 427 | 0.31% | 0.3% | 1024 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 7,529 | 426 | 0.04% | — | 1027 | +7,529 | New | Q1 2026 | May 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 7,517 | 426 | 0.17% | 0.11% | 1026 | +2,886 | 62.32% | Q1 2026 | Apr 22, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 7,513 | 425 | 0.17% | 0.19% | 1028 | -605 | -7.45% | Q1 2026 | Apr 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 7,491 | 424 | 0.02% | 0.02% | 1030 | +1,133 | 17.82% | Q1 2026 | Apr 30, 2026 |
| TAGStone Capital, Inc. | History | Added to | 7,489 | 424 | 0.15% | 0.16% | 1029 | +143 | 1.95% | Q1 2026 | May 11, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 7,443 | 421 | 0.11% | 0.1% | 1032 | +3,004 | 67.67% | Q1 2026 | Apr 29, 2026 |
| Choate Investment Advisors | History | No change | 7,435 | 421 | 0.01% | 0.01% | 1031 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 7,410 | 420 | 0.16% | — | 1033 | +7,410 | New | Q1 2026 | Apr 22, 2026 |
| Tepp RIA, LLC | History | Added to | 7,381 | 418 | 0.33% | 0.34% | 1035 | +1,373 | 22.85% | Q1 2026 | Apr 22, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 7,383 | 418 | 0.32% | 0.26% | 1034 | +1,103 | 17.56% | Q1 2026 | May 08, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 7,366 | 417 | 0.3% | 0.27% | 1036 | +998 | 15.67% | Q1 2026 | May 19, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 7,354 | 416 | 0.23% | 0.09% | 1037 | +4,539 | 161.24% | Q1 2026 | Apr 20, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 7,332 | 415 | 0.08% | 0.02% | 1038 | +5,081 | 225.72% | Q1 2026 | Apr 30, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 7,338 | 415 | 0.05% | 0.06% | 1039 | +224 | 3.15% | Q1 2026 | May 11, 2026 |
| Wealth Management Partners, LLC | History | Added to | 7,296 | 413 | 0.12% | 0.11% | 1041 | +473 | 6.93% | Q1 2026 | Apr 17, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 7,302 | 413 | 0.04% | 0.04% | 1040 | -195 | -2.6% | Q1 2026 | Apr 15, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 7,226 | 412 | 0.14% | 0.17% | 1042 | -1,620 | -18.31% | Q1 2026 | Apr 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 7,229 | 409 | 0.01% | 0.01% | 1043 | -132 | -1.79% | Q1 2026 | Apr 24, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 7,161 | 405 | 0.05% | 0.36% | 1045 | -47,179 | -86.82% | Q1 2026 | Apr 15, 2026 |
| Perennial Investment Advisors, LLC | History | New | 7,155 | 405 | 0.03% | — | 1047 | +7,155 | New | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Reduced | 7,146 | 405 | 0.02% | 0.02% | 1046 | -642 | -8.24% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | Added to | 7,170 | 405 | 0.06% | 0.06% | 1044 | +500 | 7.5% | Q1 2026 | May 04, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 7,120 | 403 | 0.26% | 0.27% | 1048 | -164 | -2.25% | Q1 2026 | May 20, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 7,104 | 402 | 0.09% | 0.09% | 1049 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 7,081 | 401 | 0.08% | — | 1052 | +7,081 | New | Q1 2026 | May 12, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 7,075 | 401 | 0.05% | 0.03% | 1050 | +2,252 | 46.69% | Q1 2026 | May 12, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 7,075 | 401 | 0.1% | 0.09% | 1051 | +400 | 5.99% | Q1 2026 | May 07, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | New | 7,055 | 399 | 0.45% | — | 1053 | +7,055 | New | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 7,015 | 397 | 0.0% | 0.0% | 1054 | -1,258 | -15.21% | Q1 2026 | Apr 24, 2026 |
| Advisory Advocates, LLC | History | No change | 7,010 | 397 | 0.41% | 0.4% | 1055 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinion Investment Advisors, LLC | History | New | 6,987 | 396 | 0.09% | — | 1058 | +6,987 | New | Q1 2026 | Apr 24, 2026 |
| Abel Hall, LLC | History | Added to | 7,000 | 396 | 0.08% | 0.05% | 1057 | +3,000 | 75.0% | Q1 2026 | Apr 28, 2026 |
| Sepio Capital, LP | History | Added to | 7,000 | 396 | 0.02% | 0.02% | 1056 | +92 | 1.33% | Q1 2026 | May 13, 2026 |
| Columbia Asset Management | History | No change | 6,894 | 390 | 0.07% | 0.07% | 1059 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 6,855 | 388 | 0.0% | 0.0% | 1060 | -2,919 | -29.86% | Q1 2026 | May 07, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 6,860 | 388 | 0.02% | 0.02% | 1061 | -341 | -4.74% | Q1 2026 | Apr 21, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 6,843 | 387 | 0.29% | 0.23% | 1062 | +1,469 | 27.34% | Q1 2026 | May 05, 2026 |
| Everstar Asset Management, LLC | History | New | 6,782 | 384 | 0.2% | — | 1063 | +6,782 | New | Q1 2026 | Apr 16, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 6,756 | 382 | 0.1% | — | 1067 | +6,756 | New | Q1 2026 | May 04, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 6,748 | 382 | 0.04% | 0.05% | 1065 | -495 | -6.83% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | Reduced | 6,743 | 382 | 0.31% | 0.3% | 1064 | -327 | -4.63% | Q1 2026 | May 11, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 6,745 | 382 | 0.31% | 0.32% | 1066 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Cooper Capital Advisors LLC | History | No change | 6,682 | 378 | 0.26% | 0.24% | 1068 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BAILARD, INC. | History | Added to | 6,661 | 377 | 0.01% | 0.01% | 1069 | +425 | 6.82% | Q1 2026 | May 11, 2026 |
| Alteri Wealth LLC | History | Added to | 6,663 | 377 | 0.12% | 0.12% | 1070 | +14 | 0.21% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,634 | 376 | 0.01% | 0.01% | 1071 | +22 | 0.33% | Q1 2026 | Apr 07, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 6,605 | 374 | 0.28% | — | 1072 | +6,605 | New | Q1 2026 | Apr 24, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 6,577 | 372 | 0.19% | 0.2% | 1073 | +67 | 1.03% | Q1 2026 | May 01, 2026 |
| Core Wealth Partners LLC | History | Added to | 6,556 | 371 | 0.17% | 0.16% | 1076 | +523 | 8.67% | Q1 2026 | May 08, 2026 |
| Bank of New Hampshire | History | Reduced | 6,556 | 371 | 0.08% | 0.09% | 1075 | -444 | -6.34% | Q1 2026 | Apr 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 6,555 | 371 | 0.02% | 0.02% | 1074 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 6,530 | 370 | 0.05% | 0.05% | 1077 | -222 | -3.29% | Q1 2026 | May 12, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 6,536 | 370 | 0.11% | 0.12% | 1078 | +87 | 1.35% | Q1 2026 | Apr 30, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 6,509 | 368 | 0.15% | 0.15% | 1079 | +72 | 1.12% | Q1 2026 | Apr 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 6,508 | 368 | 0.01% | 0.01% | 1080 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| White Wing Wealth Management | History | New | 6,469 | 366 | 0.22% | — | 1081 | +6,469 | New | Q1 2026 | Apr 13, 2026 |
| Auour Investments LLC | History | Reduced | 6,361 | 360 | 0.11% | 0.31% | 1083 | -10,447 | -62.15% | Q1 2026 | Apr 20, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 6,354 | 360 | 0.15% | 0.24% | 1084 | -3,432 | -35.07% | Q1 2026 | Apr 15, 2026 |
| Balefire, LLC | History | Added to | 6,355 | 360 | 0.07% | 0.06% | 1082 | +1,284 | 25.32% | Q1 2026 | May 07, 2026 |
| Capital Advisor Network LLC | History | New | 6,343 | 359 | 0.42% | — | 1085 | +6,343 | New | Q1 2026 | May 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 6,332 | 358 | 0.14% | 0.15% | 1086 | +85 | 1.36% | Q1 2026 | Apr 24, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 6,321 | 358 | 0.13% | 0.13% | 1087 | -54 | -0.85% | Q1 2026 | May 18, 2026 |
| Synergy Financial Group, LTD | History | New | 6,315 | 357 | 0.27% | — | 1090 | +6,315 | New | Q1 2026 | May 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 6,313 | 357 | 0.05% | 0.04% | 1089 | +1,801 | 39.92% | Q1 2026 | May 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 6,124 | 357 | 0.02% | 0.02% | 1088 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 6,283 | 356 | 0.1% | 0.09% | 1091 | +217 | 3.58% | Q1 2026 | May 07, 2026 |
| Bull Harbor Capital LLC | History | New | 6,278 | 355 | 0.1% | — | 1093 | +6,278 | New | Q1 2026 | May 18, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 6,267 | 355 | 0.1% | 0.1% | 1092 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Roan Capital Partners | History | New | 6,170 | 349 | 0.32% | — | 1094 | +6,170 | New | Q1 2026 | Apr 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 6,127 | 347 | 0.02% | 0.02% | 1095 | -610 | -9.05% | Q1 2026 | May 14, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 6,094 | 345 | 0.22% | 0.22% | 1096 | +7 | 0.11% | Q1 2026 | May 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 6,058 | 343 | 0.06% | — | 1097 | +6,058 | New | Q1 2026 | Apr 21, 2026 |
| Capital Planning LLC | History | Reduced | 6,040 | 342 | 0.11% | 0.12% | 1098 | -1,357 | -18.35% | Q1 2026 | Apr 29, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 6,027 | 341 | 0.04% | 0.06% | 1099 | -2,417 | -28.62% | Q1 2026 | May 04, 2026 |
| Level Wealth Management LLC | History | New | 6,005 | 340 | 0.16% | — | 1102 | +6,005 | New | Q1 2026 | Apr 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 6,001 | 340 | 0.0% | — | 1101 | +6,001 | New | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 6,006 | 340 | 0.02% | 0.02% | 1100 | -8 | -0.13% | Q1 2026 | Apr 17, 2026 |
| Welch Financial Planning, LLC | History | No change | 5,985 | 339 | 0.24% | 0.25% | 1103 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Global Financial Private Client, LLC | History | Added to | 5,972 | 338 | 0.11% | 0.12% | 1104 | +172 | 2.97% | Q1 2026 | Apr 20, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | New | 5,938 | 336 | 0.16% | — | 1105 | +5,938 | New | Q1 2026 | Apr 15, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 5,872 | 332 | 0.13% | 0.12% | 1106 | +62 | 1.07% | Q1 2026 | Apr 24, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 5,848 | 331 | 0.01% | 0.01% | 1107 | +1,315 | 29.01% | Q1 2026 | Apr 20, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 5,851 | 331 | 0.03% | 0.02% | 1108 | +900 | 18.18% | Q1 2026 | Apr 22, 2026 |
| Midwest Financial Group LLC | History | Added to | 5,828 | 330 | 0.14% | 0.12% | 1109 | +902 | 18.31% | Q1 2026 | Apr 22, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 5,838 | 330 | 0.05% | 0.04% | 1110 | +415 | 7.65% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Reduced | 5,756 | 326 | 0.06% | 0.07% | 1112 | -857 | -12.96% | Q1 2026 | Apr 14, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 5,752 | 326 | 0.04% | 0.04% | 1111 | +157 | 2.81% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,739 | 325 | 0.02% | 0.02% | 1113 | -874 | -13.22% | Q1 2026 | Apr 06, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 5,733 | 324 | 0.02% | 0.03% | 1114 | -1,551 | -21.29% | Q1 2026 | May 13, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | New | 5,700 | 323 | 0.08% | — | 1116 | +5,700 | New | Q1 2026 | Apr 16, 2026 |
| Wills Financial Group LLC | History | Added to | 5,785 | 323 | 0.12% | 0.1% | 1115 | +1,074 | 22.8% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 5,698 | 322 | 0.07% | 0.05% | 1117 | +1,520 | 36.38% | Q1 2026 | Apr 15, 2026 |
| Wealth Advisory Solutions, LLC | History | New | 5,650 | 320 | 0.07% | — | 1118 | +5,650 | New | Q1 2026 | Apr 22, 2026 |
| TPG Advisors LLC | History | New | 5,630 | 319 | 0.2% | — | 1120 | +5,630 | New | Q1 2026 | Apr 22, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 5,641 | 319 | 0.13% | 0.13% | 1119 | +107 | 1.93% | Q1 2026 | Apr 29, 2026 |
| BCS Wealth Management | History | Reduced | 5,618 | 318 | 0.06% | 0.06% | 1121 | -4,718 | -45.65% | Q1 2026 | Apr 17, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 5,578 | 316 | 0.11% | — | 1122 | +5,578 | New | Q1 2026 | Apr 09, 2026 |
| Entelevest, LLC | History | Reduced | 5,558 | 315 | 0.32% | 0.43% | 1123 | -1,943 | -25.9% | Q1 2026 | May 04, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 5,553 | 314 | 0.22% | 0.29% | 1124 | -1,975 | -26.24% | Q1 2026 | May 12, 2026 |
| Taylor Securities Services, Inc. | History | New | 5,522 | 312 | 0.15% | — | 1127 | +5,522 | New | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 5,519 | 312 | 0.21% | 0.21% | 1126 | +15 | 0.27% | Q1 2026 | May 13, 2026 |
| LWM Advisory Services, LLC | History | No change | 5,515 | 312 | 0.33% | 0.18% | 1125 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Seelaus Asset Management LLC | History | Added to | 5,500 | 311 | 0.22% | 0.17% | 1128 | +1,700 | 44.74% | Q1 2026 | Apr 29, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 5,433 | 307 | 0.05% | 0.06% | 1129 | -1,128 | -17.19% | Q1 2026 | Apr 16, 2026 |
| BOS Asset Management, LLC | History | Added to | 5,408 | 306 | 0.08% | 0.08% | 1131 | +195 | 3.74% | Q1 2026 | Apr 08, 2026 |
| Cypress Capital Group | History | No change | 5,400 | 306 | 0.03% | 0.03% | 1130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 5,400 | 306 | 0.2% | 0.21% | 1132 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 5,387 | 305 | 0.05% | 0.05% | 1133 | -533 | -9.0% | Q1 2026 | May 05, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 5,394 | 305 | 0.03% | 0.03% | 1134 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AIFG Consultants Ltd. | History | No change | 5,339 | 305 | 0.52% | 0.52% | 1135 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Curi Capital, LLC | History | Reduced | 5,360 | 303 | 0.01% | 0.01% | 1136 | -1,312 | -19.66% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Added to | 5,360 | 303 | 0.0% | 0.0% | 1137 | +869 | 19.35% | Q1 2026 | Apr 23, 2026 |
| Nautilus Advisors LLC | History | Added to | 5,332 | 302 | 0.21% | 0.16% | 1138 | +919 | 20.82% | Q1 2026 | Apr 17, 2026 |
| Talon Private Wealth, LLC | History | New | 5,317 | 301 | 0.04% | — | 1140 | +5,317 | New | Q1 2026 | May 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 5,327 | 301 | 0.1% | 0.1% | 1139 | +435 | 8.89% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 5,298 | 300 | 0.02% | — | 1141 | +5,298 | New | Q1 2026 | Apr 23, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 5,277 | 299 | 0.08% | — | 1142 | +5,277 | New | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,217 | 298 | 0.01% | 0.01% | 1143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,232 | 296 | 0.01% | 0.01% | 1144 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 5,207 | 295 | 0.14% | 0.14% | 1145 | -417 | -7.41% | Q1 2026 | May 14, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 5,200 | 294 | 0.13% | 0.16% | 1146 | -910 | -14.89% | Q1 2026 | Apr 29, 2026 |
| Connecticut Wealth Management, LLC | History | New | 5,163 | 292 | 0.01% | — | 1148 | +5,163 | New | Q1 2026 | Apr 30, 2026 |
| South Shore Capital Advisors | History | Added to | 5,167 | 292 | 0.21% | 0.18% | 1147 | +805 | 18.45% | Q1 2026 | Apr 28, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 5,134 | 290 | 0.06% | 0.06% | 1149 | +67 | 1.32% | Q1 2026 | Apr 13, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 5,110 | 289 | 0.02% | 0.03% | 1150 | -335 | -6.15% | Q1 2026 | Apr 30, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 5,092 | 288 | 0.1% | 0.43% | 1152 | -16,353 | -76.26% | Q1 2026 | May 05, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 5,082 | 288 | 0.07% | 0.06% | 1151 | +1,000 | 24.5% | Q1 2026 | Apr 16, 2026 |
| Solidarity Wealth, LLC | History | Added to | 5,039 | 285 | 0.05% | 0.06% | 1153 | +34 | 0.68% | Q1 2026 | Apr 29, 2026 |
| SG Americas Securities, LLC | History | New | 5,000 | 283 | 0.0% | — | 1154 | +5,000 | New | Q1 2026 | Apr 16, 2026 |
| Sequent Planning LLC | History | New | 4,995 | 283 | 0.07% | — | 1155 | +4,995 | New | Q1 2026 | Apr 21, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 4,967 | 281 | 0.18% | 0.18% | 1156 | +8 | 0.16% | Q1 2026 | May 08, 2026 |
| Rehmann Capital Advisory Group | History | New | 4,953 | 280 | 0.01% | — | 1158 | +4,953 | New | Q1 2026 | May 15, 2026 |
| Transce3nd, LLC | History | Added to | 4,954 | 280 | 2.49% | 2.21% | 1157 | +275 | 5.88% | Q1 2026 | May 07, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 4,937 | 279 | 0.14% | 0.13% | 1160 | +469 | 10.5% | Q1 2026 | May 13, 2026 |
| Hudock, Inc. | History | Reduced | 4,924 | 279 | 0.04% | 0.04% | 1159 | -176 | -3.45% | Q1 2026 | May 13, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 4,909 | 278 | 0.15% | 0.15% | 1161 | -18 | -0.37% | Q1 2026 | Apr 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 4,900 | 277 | 0.16% | — | 1162 | +4,900 | New | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,870 | 276 | 0.0% | 0.0% | 1163 | -2,239 | -31.5% | Q1 2026 | May 14, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Reduced | 4,871 | 276 | 0.12% | 0.12% | 1164 | -1 | -0.02% | Q1 2026 | May 05, 2026 |
| Finivi Inc. | History | Reduced | 4,838 | 274 | 0.15% | 0.16% | 1166 | -58 | -1.18% | Q1 2026 | Apr 10, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 4,851 | 274 | 0.07% | 0.06% | 1165 | +41 | 0.85% | Q1 2026 | May 08, 2026 |
| Gallacher Capital Management LLC | History | Added to | 4,805 | 272 | 0.1% | 0.11% | 1167 | +36 | 0.75% | Q1 2026 | May 05, 2026 |
| Kaizen Financial Strategies | History | Added to | 4,721 | 271 | 0.11% | 0.09% | 1169 | +1,078 | 29.59% | Q1 2026 | May 01, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 4,795 | 271 | 0.26% | 0.31% | 1168 | -790 | -14.15% | Q1 2026 | May 04, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 4,793 | 271 | 0.14% | 0.14% | 1170 | -9 | -0.19% | Q1 2026 | Apr 16, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 4,695 | 270 | 0.07% | 0.05% | 1171 | +1,239 | 35.85% | Q1 2026 | Apr 30, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | New | 4,750 | 269 | 0.03% | — | 1173 | +4,750 | New | Q1 2026 | May 05, 2026 |
| AlTi Global, Inc. | History | Added to | 4,748 | 269 | 0.01% | 0.01% | 1172 | +20 | 0.42% | Q1 2026 | May 07, 2026 |
| Reliant Wealth Planning | History | Reduced | 4,633 | 262 | 0.08% | 0.12% | 1174 | -2,329 | -33.45% | Q1 2026 | May 15, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 4,631 | 262 | 0.12% | 0.1% | 1175 | +1,072 | 30.12% | Q1 2026 | May 12, 2026 |
| 55 North Private Wealth, LLC | History | New | 4,617 | 261 | 0.07% | — | 1177 | +4,617 | New | Q1 2026 | Apr 17, 2026 |
| Able Wealth Management LLC | History | No change | 4,610 | 261 | 0.07% | 0.08% | 1176 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 4,601 | 260 | 0.07% | 0.06% | 1178 | +686 | 17.52% | Q1 2026 | Apr 09, 2026 |
| QTR Family Wealth, LLC | History | No change | 4,500 | 260 | 0.11% | 0.12% | 1179 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 4,571 | 259 | 0.25% | 0.3% | 1180 | -697 | -13.23% | Q1 2026 | May 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 6,046 | 258 | 0.02% | 0.02% | 1183 | +807 | 15.4% | Q1 2026 | May 19, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 4,554 | 258 | 0.1% | 0.11% | 1181 | +67 | 1.49% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,558 | 258 | 0.04% | 0.04% | 1182 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,528 | 256 | 0.01% | 0.01% | 1184 | +10 | 0.22% | Q1 2026 | Apr 27, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 4,482 | 254 | 0.09% | 0.09% | 1185 | +6 | 0.13% | Q1 2026 | Apr 30, 2026 |
| SEEDS INVESTOR LLC | History | New | 4,388 | 253 | 0.03% | — | 1187 | +4,388 | New | Q1 2026 | May 11, 2026 |
| Welch Group, LLC | History | Added to | 4,465 | 253 | 0.01% | 0.01% | 1186 | +11 | 0.25% | Q1 2026 | Apr 21, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 4,405 | 249 | 0.03% | 0.02% | 1188 | +444 | 11.21% | Q1 2026 | May 06, 2026 |
| TABLEAUX LLC | History | Reduced | 4,390 | 248 | 0.12% | 1.0% | 1190 | -20,392 | -82.29% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 4,380 | 248 | 0.01% | 0.01% | 1189 | +525 | 13.62% | Q1 2026 | May 14, 2026 |
| Chatterton & Associates Inc. | History | No change | 4,299 | 248 | 0.17% | 0.21% | 1191 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advisor Resource Council | History | Reduced | 4,366 | 247 | 0.08% | 0.13% | 1192 | -1,701 | -28.04% | Q1 2026 | May 07, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 4,324 | 245 | 0.13% | 0.15% | 1193 | -354 | -7.57% | Q1 2026 | Apr 09, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,309 | 244 | 0.02% | 0.03% | 1194 | -3,696 | -46.17% | Q1 2026 | May 14, 2026 |
| Beck Bode, LLC | History | Reduced | 4,317 | 244 | 0.04% | 0.06% | 1195 | -2,463 | -36.33% | Q1 2026 | May 07, 2026 |
| Trask Adam Roland | History | New | 4,300 | 243 | 0.23% | — | 1198 | +4,300 | New | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 4,288 | 243 | 0.02% | 0.03% | 1196 | -1,337 | -23.77% | Q1 2026 | Apr 15, 2026 |
| Secure Asset Management, LLC | History | Added to | 4,304 | 243 | 0.04% | 0.03% | 1197 | +608 | 16.45% | Q1 2026 | Apr 09, 2026 |
| Atlas Brown,Inc. | History | Reduced | 4,270 | 242 | 0.07% | 0.08% | 1199 | -190 | -4.26% | Q1 2026 | Apr 17, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 4,252 | 240 | 0.02% | 0.02% | 1200 | +529 | 14.21% | Q1 2026 | Apr 13, 2026 |
| Embree Financial Group | History | Added to | 4,244 | 240 | 0.03% | 0.03% | 1201 | +26 | 0.62% | Q1 2026 | Apr 23, 2026 |
| Penbrook Management LLC | History | No change | 4,225 | 239 | 0.18% | 0.17% | 1202 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Atlatl Advisers LLC | History | Added to | 4,206 | 238 | 0.18% | 0.09% | 1203 | +192 | 4.78% | Q1 2026 | May 07, 2026 |
| WealthTrust Axiom LLC | History | Added to | 4,194 | 237 | 0.06% | 0.06% | 1204 | +4 | 0.1% | Q1 2026 | May 11, 2026 |
| Stillwater Wealth Management Group | History | Added to | 4,170 | 236 | 0.15% | 0.15% | 1206 | +300 | 7.75% | Q1 2026 | May 11, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 4,176 | 236 | 0.05% | 0.06% | 1205 | -215 | -4.9% | Q1 2026 | Apr 09, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 4,131 | 234 | 0.13% | 0.12% | 1207 | -411 | -9.05% | Q1 2026 | May 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 4,110 | 232 | 0.0% | 0.0% | 1208 | +150 | 3.79% | Q1 2026 | May 01, 2026 |
| Element Wealth, LLC | History | Reduced | 4,086 | 231 | 0.1% | 0.11% | 1209 | -803 | -16.42% | Q1 2026 | May 04, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 4,121 | 229 | 0.03% | 0.06% | 1211 | -2,385 | -36.66% | Q1 2026 | May 07, 2026 |
| Caitlin John, LLC | History | Added to | 4,042 | 229 | 0.14% | 0.09% | 1212 | +1,712 | 73.48% | Q1 2026 | May 13, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 4,043 | 229 | 0.13% | 0.17% | 1213 | +78 | 1.97% | Q1 2026 | Apr 16, 2026 |
| BLB&B Advisors, LLC | History | Added to | 4,054 | 229 | 0.01% | 0.01% | 1210 | +33 | 0.82% | Q1 2026 | Apr 28, 2026 |
| Optivise Advisory Services LLC | History | New | 4,033 | 228 | 0.14% | — | 1215 | +4,033 | New | Q1 2026 | Apr 15, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 4,029 | 228 | 0.11% | 0.17% | 1214 | -2,613 | -39.34% | Q1 2026 | May 04, 2026 |
| IFG Advisory, LLC | History | Reduced | 4,000 | 226 | 0.65% | 0.07% | 1216 | -23,650 | -85.53% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | New | 3,999 | 226 | 0.01% | — | 1217 | +3,999 | New | Q1 2026 | May 04, 2026 |
| Putney Financial Group LLC | History | New | 3,978 | 225 | 0.23% | — | 1219 | +3,978 | New | Q1 2026 | Apr 10, 2026 |
| NorthCoast Asset Management LLC | History | New | 3,969 | 225 | 0.01% | — | 1218 | +3,969 | New | Q1 2026 | May 13, 2026 |
| MBL Wealth, LLC | History | No change | 3,954 | 224 | 0.02% | 0.02% | 1220 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 3,936 | 223 | 0.12% | 0.13% | 1221 | -108 | -2.67% | Q1 2026 | May 08, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 3,928 | 222 | 0.0% | 0.01% | 1222 | -847 | -17.74% | Q1 2026 | Apr 16, 2026 |
| West Wealth Group, LLC | History | Reduced | 3,926 | 222 | 0.04% | 0.05% | 1223 | -211 | -5.1% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 3,904 | 221 | 0.12% | 0.5% | 1224 | -11,998 | -75.45% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | New | 3,870 | 220 | 0.02% | — | 1226 | +3,870 | New | Q1 2026 | Apr 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 3,887 | 220 | 0.09% | 0.1% | 1225 | -1,097 | -22.01% | Q1 2026 | Apr 14, 2026 |
| A4 Wealth Advisors LLC | History | No change | 3,877 | 219 | 0.18% | 0.19% | 1227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | New | 3,850 | 218 | 0.01% | — | 1229 | +3,850 | New | Q1 2026 | Apr 29, 2026 |
| ORG Partners LLC | History | No change | 3,824 | 218 | 0.04% | 0.04% | 1228 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 3,888 | 217 | 0.01% | 0.02% | 1230 | -700 | -15.26% | Q1 2026 | May 14, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 3,840 | 217 | 0.14% | 0.14% | 1231 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 3,780 | 214 | 0.14% | 0.16% | 1233 | -478 | -11.23% | Q1 2026 | May 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 3,779 | 214 | 0.06% | 0.06% | 1232 | -100 | -2.58% | Q1 2026 | Apr 28, 2026 |
| Norris Financial Group, LLC | History | No change | 3,776 | 214 | 0.07% | 0.07% | 1234 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Convergence Financial, LLC | History | New | 3,773 | 213 | 0.02% | — | 1236 | +3,773 | New | Q1 2026 | May 11, 2026 |
| Hiley Hunt Wealth Management | History | New | 3,771 | 213 | 0.09% | — | 1237 | +3,771 | New | Q1 2026 | Apr 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,766 | 213 | 0.06% | 0.06% | 1235 | +34 | 0.91% | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 3,749 | 212 | 0.01% | — | 1238 | +3,749 | New | Q1 2026 | May 06, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 3,736 | 211 | 0.03% | — | 1239 | +3,736 | New | Q1 2026 | Apr 08, 2026 |
| SLT Holdings LLC | History | No change | 3,706 | 210 | 0.14% | 0.14% | 1240 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 3,722 | 210 | 0.15% | 0.15% | 1241 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 3,694 | 209 | 0.06% | — | 1244 | +3,694 | New | Q1 2026 | Apr 08, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 3,688 | 209 | 0.19% | 0.31% | 1243 | +17 | 0.46% | Q1 2026 | May 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 3,705 | 209 | 0.04% | 0.04% | 1242 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 3,686 | 208 | 0.01% | 0.04% | 1245 | -20,304 | -84.64% | Q1 2026 | May 18, 2026 |
| Facet Wealth, Inc. | History | New | 3,683 | 208 | 0.0% | — | 1246 | +3,683 | New | Q1 2026 | May 07, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 3,667 | 207 | 0.05% | 0.88% | 1248 | -57,451 | -94.0% | Q1 2026 | May 07, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 3,656 | 207 | 0.03% | 0.03% | 1247 | -188 | -4.89% | Q1 2026 | Apr 16, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 3,628 | 205 | 0.05% | — | 1253 | +3,628 | New | Q1 2026 | May 01, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 3,625 | 205 | 0.06% | — | 1252 | +3,625 | New | Q1 2026 | Apr 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 3,620 | 205 | 0.0% | 0.01% | 1249 | -400 | -9.95% | Q1 2026 | Apr 30, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 3,634 | 205 | 0.03% | 0.03% | 1250 | +50 | 1.4% | Q1 2026 | Apr 16, 2026 |
| Friday Financial | History | No change | 3,620 | 205 | 0.07% | 0.07% | 1251 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Atlas Wealth Partners, LLC | History | No change | 3,585 | 203 | 0.21% | 0.23% | 1254 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 3,574 | 202 | 0.01% | — | 1255 | +3,574 | New | Q1 2026 | Apr 16, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 3,542 | 200 | 0.02% | — | 1258 | +3,542 | New | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,533 | 200 | 0.0% | 0.0% | 1257 | -1,903 | -35.01% | Q1 2026 | May 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 3,530 | 200 | 0.02% | 0.02% | 1256 | -775 | -18.0% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,457 | 195 | 0.0% | 0.0% | 1259 | +2,360 | 215.13% | Q1 2026 | May 13, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 3,350 | 189 | 0.16% | 0.02% | 1260 | +2,950 | 737.5% | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | Added to | 3,329 | 188 | 0.05% | 0.04% | 1261 | +922 | 38.3% | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | Reduced | 3,231 | 183 | 0.02% | 0.02% | 1262 | -234 | -6.75% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,049 | 172 | 0.01% | 0.01% | 1263 | +60 | 2.01% | Q1 2026 | Apr 13, 2026 |
| Adalta Capital Management LLC | History | Reduced | 3,000 | 170 | 0.08% | 0.13% | 1264 | -2,000 | -40.0% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,858 | 162 | 0.05% | 0.05% | 1265 | +30 | 1.06% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 2,822 | 160 | 0.01% | 0.01% | 1266 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 2,773 | 157 | 0.06% | 0.04% | 1267 | +905 | 48.45% | Q1 2026 | Apr 14, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 2,659 | 152 | 0.07% | 0.07% | 1268 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Canton Hathaway, LLC | History | Added to | 2,600 | 147 | 0.03% | 0.02% | 1269 | +650 | 33.33% | Q1 2026 | Apr 24, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,594 | 147 | 0.01% | 0.01% | 1270 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,550 | 144 | 0.09% | 0.09% | 1271 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 2,535 | 143 | 0.07% | 0.07% | 1273 | +18 | 0.72% | Q1 2026 | Apr 24, 2026 |
| Stone House Investment Management, LLC | History | No change | 2,532 | 143 | 0.03% | 0.02% | 1272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,523 | 142 | 0.01% | 0.01% | 1274 | +5 | 0.2% | Q1 2026 | Apr 20, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 2,500 | 141 | 0.04% | 0.04% | 1275 | -510 | -16.94% | Q1 2026 | May 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2,503 | 141 | 0.04% | 0.04% | 1276 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,434 | 137 | 0.0% | 0.0% | 1277 | +450 | 22.68% | Q1 2026 | May 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 2,257 | 127 | 0.05% | 0.02% | 1278 | +1,157 | 105.18% | Q1 2026 | Apr 17, 2026 |
| Strive Financial Group ,LLC | History | Added to | 2,238 | 127 | 0.07% | 0.07% | 1279 | +2 | 0.09% | Q1 2026 | May 15, 2026 |
| KM Capital Management Ltd. | History | New | 2,243 | 125 | 0.08% | — | 1280 | +2,243 | New | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 2,157 | 122 | 0.02% | 0.02% | 1281 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 2,143 | 121 | 0.03% | 0.03% | 1282 | +177 | 9.0% | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | New | 2,048 | 116 | 0.0% | — | 1284 | +2,048 | New | Q1 2026 | Apr 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,060 | 116 | 0.0% | 0.0% | 1283 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Opal Wealth Advisors, LLC | History | New | 2,007 | 113 | 0.03% | — | 1287 | +2,007 | New | Q1 2026 | Apr 14, 2026 |
| Manchester Capital Management LLC | History | New | 2,000 | 113 | 0.02% | — | 1286 | +2,000 | New | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,011 | 113 | 0.0% | 0.0% | 1285 | +835 | 71.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,900 | 107 | 0.03% | 0.03% | 1288 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,856 | 105 | 0.01% | 0.01% | 1289 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Luminist Capital LLC | History | Reduced | 1,727 | 97 | 0.13% | 0.12% | 1290 | -29 | -1.65% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,704 | 96 | 0.01% | 0.02% | 1292 | -1,554 | -47.7% | Q1 2026 | May 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,700 | 96 | 0.0% | 0.0% | 1291 | -65 | -3.68% | Q1 2026 | Apr 23, 2026 |
| BAYBAN | History | No change | 1,640 | 92 | 0.08% | 0.08% | 1293 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Colonial Trust Advisors | History | Added to | 1,593 | 90 | 0.01% | 0.01% | 1294 | +21 | 1.34% | Q1 2026 | May 12, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 1,546 | 87 | 0.02% | 0.02% | 1295 | -29 | -1.84% | Q1 2026 | Apr 03, 2026 |
| Peck Wealth Management, LLC | History | Added to | 1,506 | 85 | 0.09% | 0.08% | 1296 | +5 | 0.33% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1,498 | 84 | 0.02% | 0.02% | 1298 | -104 | -6.49% | Q1 2026 | May 06, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 1,478 | 84 | 0.03% | 0.03% | 1297 | +22 | 1.51% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,451 | 82 | 0.03% | 0.06% | 1299 | -1,449 | -49.97% | Q1 2026 | Apr 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,402 | 79 | 0.0% | — | 1300 | +1,402 | New | Q1 2026 | Apr 29, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,359 | 77 | 0.01% | 0.0% | 1301 | +1,092 | 408.99% | Q1 2026 | May 01, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,319 | 74 | 0.01% | 0.01% | 1302 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Coastline Trust Co | History | Reduced | 1,151 | 65 | 0.01% | 0.02% | 1303 | -2,717 | -70.24% | Q1 2026 | Apr 03, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,150 | 65 | 0.03% | 0.03% | 1304 | +22 | 1.95% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,124 | 64 | 0.0% | 0.0% | 1305 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,095 | 62 | 0.04% | 0.04% | 1306 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,085 | 61 | 0.0% | 0.0% | 1307 | -501 | -31.59% | Q1 2026 | Apr 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,068 | 61 | 0.0% | 0.0% | 1308 | -57 | -5.07% | Q1 2026 | May 01, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,082 | 61 | 0.01% | 0.01% | 1309 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,034 | 58 | 0.01% | 0.0% | 1310 | +884 | 589.33% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,035 | 58 | 0.02% | 0.02% | 1312 | +67 | 6.92% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,030 | 58 | 0.03% | 0.03% | 1311 | +4 | 0.39% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,017 | 57 | 0.01% | 0.01% | 1313 | +153 | 17.71% | Q1 2026 | Apr 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 1,000 | 56 | 0.01% | 0.01% | 1314 | -500 | -33.33% | Q1 2026 | Apr 23, 2026 |
| Truvestments Capital LLC | History | No change | 996 | 56 | 0.01% | 0.01% | 1315 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | No change | 1,000 | 56 | 0.02% | 0.03% | 1316 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cetera Trust Company, N.A | History | No change | 1,000 | 56 | 0.03% | 0.03% | 1317 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Piscataqua Savings Bank | History | New | 975 | 55 | 0.04% | — | 1318 | +975 | New | Q1 2026 | Apr 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 943 | 53 | 0.02% | 0.03% | 1319 | -95 | -9.15% | Q1 2026 | May 05, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 898 | 50 | 0.03% | — | 1321 | +898 | New | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 50,366 | 50 | 0.01% | 0.01% | 1320 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 878 | 49 | 0.04% | 0.01% | 1322 | +598 | 213.57% | Q1 2026 | May 11, 2026 |
| CHELSEA COUNSEL CO | History | No change | 806 | 46 | 0.02% | 0.02% | 1323 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 803 | 45 | 0.0% | 0.0% | 1324 | -424 | -34.56% | Q1 2026 | May 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 786 | 44 | 0.01% | 0.01% | 1325 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | No change | 750 | 42 | 0.0% | 0.0% | 1326 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 750 | 42 | 0.0% | 0.0% | 1327 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 737 | 41 | 0.0% | — | 1328 | +737 | New | Q1 2026 | Apr 20, 2026 |
| Front Row Advisors LLC | History | No change | 705 | 39 | 0.01% | 0.01% | 1329 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Sunrise Financial Services, LLC | History | No change | 700 | 39 | 0.03% | 0.03% | 1330 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Addison Advisors LLC | History | No change | 650 | 36 | 0.01% | 0.01% | 1331 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 615 | 34 | 0.03% | — | 1332 | +615 | New | Q1 2026 | Apr 22, 2026 |
| MOTCO | History | New | 568 | 32 | 0.0% | — | 1334 | +568 | New | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | Added to | 581 | 32 | 0.01% | 0.0% | 1333 | +373 | 179.33% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 550 | 31 | 0.0% | 0.03% | 1335 | -12,000 | -95.62% | Q1 2026 | May 08, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 544 | 31 | 0.02% | 0.02% | 1336 | +4 | 0.74% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 518 | 29 | 0.0% | — | 1340 | +518 | New | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 513 | 29 | 0.0% | 0.0% | 1338 | +9 | 1.79% | Q1 2026 | Apr 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 520 | 29 | 0.01% | 0.01% | 1337 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Monetary Solutions, Ltd | History | No change | 529 | 29 | 0.03% | 0.03% | 1339 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advocate Investing Services LLC | History | New | 500 | 28 | 0.02% | — | 1341 | +500 | New | Q1 2026 | Apr 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 479 | 27 | 0.01% | — | 1345 | +479 | New | Q1 2026 | Apr 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 491 | 27 | 0.03% | 0.05% | 1342 | -396 | -44.64% | Q1 2026 | Apr 24, 2026 |
| Avion Wealth | History | No change | 490 | 27 | 0.01% | 0.01% | 1343 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bank of Jackson Hole Trust | History | No change | 483 | 27 | 0.01% | 0.01% | 1344 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GGM Financial LLC | History | Added to | 472 | 26 | 0.01% | 0.01% | 1346 | +9 | 1.94% | Q1 2026 | May 11, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 457 | 25 | 0.01% | 0.01% | 1347 | +9 | 2.01% | Q1 2026 | May 04, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 437 | 24 | 0.02% | 0.03% | 1349 | -68 | -13.47% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Added to | 436 | 24 | 0.01% | 0.01% | 1348 | +27 | 6.6% | Q1 2026 | Apr 10, 2026 |
| Johnson Financial Group, Inc. | History | New | 415 | 23 | 0.0% | — | 1350 | +415 | New | Q1 2026 | May 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 400 | 22 | 0.0% | 0.01% | 1352 | -3,573 | -89.93% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | New | 400 | 22 | 0.0% | — | 1355 | +400 | New | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 400 | 22 | 0.0% | 0.0% | 1351 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 400 | 22 | 0.02% | 0.02% | 1353 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Management LLC | History | No change | 400 | 22 | 0.02% | 0.02% | 1354 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 373 | 21 | 0.0% | 0.0% | 1358 | -1,115 | -74.93% | Q1 2026 | Apr 06, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 378 | 21 | 0.0% | 0.0% | 1356 | +292 | 339.53% | Q1 2026 | Apr 21, 2026 |
| EFG International AG | History | Added to | 375 | 21 | 0.0% | 0.0% | 1359 | +125 | 50.0% | Q1 2026 | May 15, 2026 |
| Global Trust Asset Management, LLC | History | No change | 375 | 21 | 0.01% | 0.01% | 1357 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 353 | 20 | 0.0% | 0.0% | 1360 | +3 | 0.86% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 362 | 20 | 0.0% | 0.0% | 1361 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | Reduced | 345 | 19 | 0.01% | 0.01% | 1363 | -83 | -19.39% | Q1 2026 | Apr 02, 2026 |
| Capital Investment Counsel, Inc | History | No change | 350 | 19 | 0.0% | 0.0% | 1362 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | Reduced | 330 | 18 | 0.01% | 0.01% | 1364 | -52 | -13.61% | Q1 2026 | May 01, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 331 | 18 | 0.01% | 0.01% | 1366 | +6 | 1.85% | Q1 2026 | May 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 329 | 18 | 0.01% | 0.01% | 1365 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | New | 314 | 17 | 0.0% | — | 1369 | +314 | New | Q1 2026 | May 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 303 | 17 | 0.0% | 0.01% | 1367 | -89 | -22.7% | Q1 2026 | Apr 30, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 300 | 17 | 0.01% | 0.01% | 1368 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 285 | 16 | 0.01% | 0.01% | 1370 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 272 | 15 | 0.0% | 0.0% | 1374 | -1,387 | -83.6% | Q1 2026 | Apr 24, 2026 |
| Synergy Investment Management, LLC | History | New | 277 | 15 | 0.0% | — | 1376 | +277 | New | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 266 | 15 | 0.02% | — | 1375 | +266 | New | Q1 2026 | May 14, 2026 |
| SRH ADVISORS, LLC | History | No change | 280 | 15 | 0.0% | 0.0% | 1371 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 276 | 15 | 0.0% | 0.0% | 1372 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 280 | 15 | 0.0% | 0.01% | 1373 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 250 | 14 | 0.0% | — | 1377 | +250 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 250 | 14 | 0.0% | 0.0% | 1378 | +101 | 67.79% | Q1 2026 | May 13, 2026 |
| Miller Global Investments, LLC | History | New | 245 | 13 | 0.01% | — | 1379 | +245 | New | Q1 2026 | Apr 06, 2026 |
| Horizon Investments, LLC | History | Added to | 228 | 12 | 0.0% | 0.0% | 1380 | +111 | 94.87% | Q1 2026 | May 14, 2026 |
| Rice Partnership, LLC | History | Reduced | 200 | 11 | 0.0% | 0.0% | 1383 | -249 | -55.46% | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 212 | 11 | 0.0% | — | 1384 | +212 | New | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 200 | 11 | 0.0% | — | 1385 | +200 | New | Q1 2026 | Apr 14, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 200 | 11 | 0.01% | 0.01% | 1382 | +4 | 2.04% | Q1 2026 | May 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 200 | 11 | 0.0% | 0.0% | 1381 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 191 | 10 | 0.0% | 0.0% | 1386 | +3 | 1.6% | Q1 2026 | May 08, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 181 | 10 | 0.01% | 0.01% | 1387 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lummis Asset Management, LP | History | No change | 163 | 9 | 0.01% | 0.01% | 1388 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 145 | 8 | 0.0% | 0.0% | 1389 | -20,147 | -99.29% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 1390 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Imprint Wealth LLC | History | Reduced | 139 | 7 | 0.03% | 0.28% | 1392 | -900 | -86.62% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | No change | 134 | 7 | 0.0% | 0.0% | 1391 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Operose Advisors LLC | History | New | 113 | 6 | 0.0% | — | 1393 | +113 | New | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 94 | 5 | 0.0% | — | 1398 | +94 | New | Q1 2026 | Apr 29, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 89 | 5 | 0.0% | 0.0% | 1394 | +36 | 67.92% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 1395 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aspect Partners, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 1396 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Motiv8 Investments LLC | History | No change | 93 | 5 | 0.0% | 0.0% | 1397 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 80 | 4 | 0.0% | — | 1401 | +80 | New | Q1 2026 | May 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 72 | 4 | 0.0% | 0.0% | 1400 | +11 | 18.03% | Q1 2026 | May 01, 2026 |
| City State Bank | History | No change | 75 | 4 | 0.0% | 0.0% | 1399 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 69 | 3 | 0.0% | 0.01% | 1403 | -253 | -78.57% | Q1 2026 | May 14, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 58 | 3 | 0.0% | 0.0% | 1402 | +1 | 1.75% | Q1 2026 | May 06, 2026 |
| Cardinal Strategic Wealth Guidance | History | New | 46 | 2 | 0.0% | — | 1411 | +46 | New | Q1 2026 | Apr 20, 2026 |
| Park Square Financial Group, LLC | History | New | 42 | 2 | 0.02% | — | 1412 | +42 | New | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 39 | 2 | 0.0% | — | 1410 | +39 | New | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | New | 39 | 2 | 0.0% | — | 1413 | +39 | New | Q1 2026 | Apr 08, 2026 |
| Scarborough Advisors, LLC | History | Added to | 49 | 2 | 0.0% | 0.0% | 1407 | +20 | 68.97% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | Added to | 50 | 2 | 0.0% | 0.0% | 1404 | +5 | 11.11% | Q1 2026 | Apr 28, 2026 |
| First Command Advisory Services, Inc. | History | No change | 52 | 2 | 0.0% | 0.0% | 1405 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quaker Wealth Management, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 1406 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 1408 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crews Bank & Trust | History | No change | 48 | 2 | 0.0% | 0.0% | 1409 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 1414 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 18 | 1 | 0.0% | 0.0% | 1415 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BIRCHBROOK, INC. | History | No change | 28 | 1 | 0.0% | 0.0% | 1416 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -127,528 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.83% | — | -102,110 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MADDEN SECURITIES Corp | History | Closed out | 0 | 0 | — | 1.45% | — | -83,078 | -100.0% | Q1 2026 | May 05, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 1.86% | — | -66,966 | -100.0% | Q1 2026 | May 04, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -62,333 | -100.0% | Q1 2026 | May 11, 2026 |
| Greater Midwest Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.75% | — | -54,804 | -100.0% | Q1 2026 | Apr 24, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -46,860 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -40,850 | -100.0% | Q1 2026 | May 15, 2026 |
| OneAscent Family Office, LLC | History | Closed out | 0 | 0 | — | 1.42% | — | -36,565 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -31,873 | -100.0% | Q1 2026 | May 04, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -30,960 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -29,996 | -100.0% | Q1 2026 | May 15, 2026 |
| Nolet Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -28,669 | -100.0% | Q1 2026 | May 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -22,882 | -100.0% | Q1 2026 | May 01, 2026 |
| HOURGLASS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -20,150 | -100.0% | Q1 2026 | May 04, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -18,438 | -100.0% | Q1 2026 | May 06, 2026 |
| ProCore Advisors, LLC | History | Closed out | 0 | 0 | — | 1.02% | — | -17,350 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -13,064 | -100.0% | Q1 2026 | May 08, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.14% | — | -10,245 | -100.0% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,161 | -100.0% | Q1 2026 | May 06, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.28% | — | -8,000 | -100.0% | Q1 2026 | May 14, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Closed out | 0 | 0 | — | 0.24% | — | -7,050 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Tanglewood Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,040 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -6,549 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,251 | -100.0% | Q1 2026 | May 15, 2026 |
| Elevate Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,123 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,755 | -100.0% | Q1 2026 | May 05, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -5,742 | -100.0% | Q1 2026 | May 15, 2026 |
| Renasant Bank | History | Closed out | 0 | 0 | — | 0.21% | — | -5,492 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -5,488 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,356 | -100.0% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,345 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SP Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,341 | -100.0% | Q1 2026 | May 06, 2026 |
| Hamilton Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,090 | -100.0% | Q1 2026 | May 18, 2026 |
| Mallini Complete Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -5,075 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,906 | -100.0% | Q1 2026 | May 13, 2026 |
| ZEGA Investments, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,896 | -100.0% | Q1 2026 | May 08, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,354 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Beta Wealth Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -4,301 | -100.0% | Q1 2026 | May 07, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,174 | -100.0% | Q1 2026 | Apr 20, 2026 |
| INSIGHT 2811, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -4,105 | -100.0% | Q1 2026 | May 07, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Closed out | 0 | 0 | — | 0.13% | — | -4,052 | -100.0% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -4,043 | -100.0% | Q1 2026 | May 07, 2026 |
| KG Capital Management | History | Closed out | 0 | 0 | — | 0.06% | — | -3,954 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Nvest Financial, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,933 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Occidental Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,895 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,882 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Accel Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -3,873 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Cogent Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -3,861 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,856 | -100.0% | Q1 2026 | May 05, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -3,848 | -100.0% | Q1 2026 | May 14, 2026 |
| Claris Financial LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,812 | -100.0% | Q1 2026 | May 18, 2026 |
| OPINICUS CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -3,745 | -100.0% | Q1 2026 | May 05, 2026 |
| Blankinship & Foster, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,645 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,533 | -100.0% | Q1 2026 | May 08, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.03% | — | -3,520 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Burford Brothers, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,518 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,506 | -100.0% | Q1 2026 | May 11, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,500 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Boyer Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -3,495 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,296 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,276 | -100.0% | Q1 2026 | May 06, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,026 | -100.0% | Q1 2026 | May 14, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,696 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.03% | — | -869 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -855 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -855 | -100.0% | Q1 2026 | May 11, 2026 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 06, 2026 |
| Graney & King, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -600 | -100.0% | Q1 2026 | May 18, 2026 |
| BankPlus Trust Department | History | Closed out | 0 | 0 | — | 0.01% | — | -596 | -100.0% | Q1 2026 | May 11, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -504 | -100.0% | Q1 2026 | May 01, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q1 2026 | May 14, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -291 | -100.0% | Q1 2026 | May 14, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -243 | -100.0% | Q1 2026 | Apr 15, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -236 | -100.0% | Q1 2026 | May 08, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -190 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.01% | — | -146 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 23, 2026 |
| Portus Wealth Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 22, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 05, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q1 2026 | Apr 02, 2026 |
| Morse Asset Management, Inc | History | Reduced | 16 | 0 | — | — | — | -1 | -5.88% | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |