SPDR S&P MIDCAP 400 ETF TRUST - MDY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,047,984 | 1,263,114 | 0.09% | 0.09% | 1 | -72,345 | -3.41% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,543,597 | 952,029 | 0.06% | 0.04% | 2 | +427,942 | 38.36% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,193,336 | 736,001 | 0.14% | 0.15% | 3 | -149,962 | -11.16% | Q1 2026 | Jul 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,061,192 | 654,500 | 0.09% | 0.08% | 4 | -13,802 | -1.28% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 969,958 | 598,232 | 0.73% | 0.69% | 5 | -10,692 | -1.09% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 881,942 | 543,946 | 0.06% | 0.08% | 6 | -146,259 | -14.22% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 864,768 | 533,354 | 0.33% | 0.32% | 7 | +34,737 | 4.19% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 322,290 | 520,008 | 0.25% | 0.07% | 8 | +77,039 | 31.41% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 840,196 | 518,199 | 2.06% | 1.97% | 9 | -6,676 | -0.79% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 699,307 | 431,304 | 0.25% | 0.23% | 10 | -5,326 | -0.76% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 640,509 | 395,040 | 0.06% | 0.06% | 11 | +32,057 | 5.27% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 573,786 | 353,888 | 0.04% | 0.05% | 12 | -124,218 | -17.8% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 497,191 | 306,647 | 0.09% | 0.1% | 13 | -60,801 | -10.9% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 488,938 | 301,557 | 0.11% | 0.11% | 14 | -24,852 | -4.84% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 352,500 | 217,407 | 0.04% | 0.04% | 15 | -39,234 | -10.02% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 299,723 | 184,858 | 0.03% | 0.03% | 16 | -52,600 | -14.93% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 298,766 | 184,144 | 0.54% | 1.03% | 17 | -334,544 | -52.82% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 304,162 | 182,202 | 0.01% | 0.01% | 18 | -66,457 | -17.93% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 264,073 | 162,870 | 0.92% | 0.92% | 19 | -1,129 | -0.43% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 248,681 | 153,376 | 0.1% | 0.12% | 20 | -27,883 | -10.08% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 251,130 | 151,501 | 0.05% | 0.05% | 21 | -7,424 | -2.87% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 235,008 | 144,946 | 0.15% | 0.16% | 22 | -1,083 | -0.46% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 229,855 | 141,660 | 0.2% | 0.19% | 23 | -10,809 | -4.49% | Q1 2026 | May 15, 2026 |
| Arvest Bank Trust Division | History | Reduced | 227,616 | 140,384 | 7.63% | 7.58% | 24 | -4,291 | -1.85% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 215,722 | 133,048 | 0.02% | 0.01% | 25 | +116,102 | 116.54% | Q1 2026 | May 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 211,706 | 130,574 | 11.84% | 11.66% | 26 | -2,613 | -1.22% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 163,404 | 100,781 | 0.03% | 0.03% | 27 | -11,042 | -6.33% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 162,619 | 100,297 | 0.02% | 0.02% | 28 | -1,014 | -0.62% | Q1 2026 | May 05, 2026 |
| WELCH & FORBES LLC | History | Reduced | 161,554 | 99,640 | 1.29% | 1.22% | 29 | -5,199 | -3.12% | Q1 2026 | May 01, 2026 |
| Generali Asset Management SPA SGR | History | New | 158,983 | 98,054 | 2.05% | — | 30 | +158,983 | New | Q1 2026 | May 05, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 153,603 | 94,736 | 5.34% | 6.12% | 31 | +3,271 | 2.18% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 153,398 | 94,610 | 0.1% | 0.07% | 32 | +67,638 | 78.87% | Q1 2026 | Apr 16, 2026 |
| COMMERCE BANK | History | Added to | 141,154 | 87,058 | 0.42% | 0.09% | 33 | +114,538 | 430.34% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 138,738 | 85,568 | 0.12% | 0.12% | 34 | +7,186 | 5.46% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 133,073 | 83,197 | 0.94% | 0.87% | 35 | +5,097 | 3.98% | Q1 2026 | Apr 28, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 124,317 | 76,673 | 0.1% | 0.07% | 36 | +33,554 | 36.97% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 118,348 | 72,992 | 0.1% | 0.1% | 37 | -2,580 | -2.13% | Q1 2026 | Apr 27, 2026 |
| Hills Bank & Trust Co | History | Reduced | 115,410 | 71,180 | 3.44% | 4.12% | 38 | -2,176 | -1.85% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 116,109 | 70,046 | 2.19% | 2.19% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 111,747 | 68,920 | 0.34% | 0.1% | 40 | +78,341 | 234.51% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 111,398 | 68,705 | 0.11% | 0.1% | 41 | -2,390 | -2.1% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 107,744 | 66,538 | 0.07% | 0.08% | 42 | -13,521 | -11.15% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 106,846 | 65,900 | 0.06% | 0.07% | 43 | -13,763 | -11.41% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 106,752 | 65,728 | 0.08% | 0.08% | 44 | +2,192 | 2.1% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 104,126 | 64,378 | 2.99% | 2.86% | 45 | +660 | 0.64% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 89,367 | 55,117 | 0.06% | 0.06% | 46 | +2,533 | 2.92% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 87,418 | 53,905 | 0.01% | 0.01% | 47 | +5,377 | 6.55% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 85,504 | 52,735 | 1.78% | 1.69% | 48 | -311 | -0.36% | Q1 2026 | Apr 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 84,363 | 52,031 | 1.0% | 0.98% | 49 | -2,198 | -2.54% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Reduced | 83,318 | 51,387 | 1.89% | 1.84% | 50 | -27,813 | -25.03% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 80,527 | 49,665 | 0.01% | 0.01% | 51 | +1,782 | 2.26% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 75,901 | 46,852 | 0.07% | 0.08% | 52 | -14,037 | -15.61% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 75,677 | 46,674 | 0.13% | 0.12% | 53 | +309 | 0.41% | Q1 2026 | May 08, 2026 |
| Divergent Planning, LLC | History | No change | 76,242 | 46,607 | 11.9% | 11.9% | 54 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Henshaw Capital LLC | History | No change | 75,050 | 46,287 | 1.72% | 1.63% | 55 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 72,103 | 44,470 | 0.06% | 0.06% | 56 | +1,582 | 2.24% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 67,864 | 41,855 | 0.07% | 0.08% | 57 | -130 | -0.19% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 63,092 | 41,661 | 0.53% | 0.5% | 58 | -225 | -0.36% | Q1 2026 | May 06, 2026 |
| Portland Global Advisors LLC | History | Reduced | 65,441 | 40,361 | 4.3% | 4.31% | 59 | -1,064 | -1.6% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 63,514 | 39,708 | 0.81% | 0.88% | 60 | -4,316 | -6.36% | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Reduced | 63,739 | 39,311 | 0.49% | 0.49% | 61 | -1,276 | -1.96% | Q1 2026 | May 01, 2026 |
| SMITH, MOORE & CO. | History | Added to | 61,527 | 37,947 | 2.76% | 2.73% | 62 | +1,632 | 2.72% | Q1 2026 | May 05, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Added to | 600 | 37,005 | 4.77% | 2.57% | 63 | +250 | 71.43% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 59,561 | 36,734 | 0.01% | 0.01% | 64 | -15,415 | -20.56% | Q1 2026 | May 14, 2026 |
| Madison Asset Management, LLC | History | Reduced | 59,247 | 36,541 | 0.45% | 0.58% | 65 | -24,094 | -28.91% | Q1 2026 | May 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 59,036 | 36,411 | 0.51% | 0.48% | 66 | -177 | -0.3% | Q1 2026 | May 01, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 58,782 | 36,254 | 1.44% | 1.51% | 67 | -6,050 | -9.33% | Q1 2026 | May 01, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 57,380 | 35,389 | 0.45% | 0.45% | 68 | -371 | -0.64% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 57,054 | 35,188 | 0.96% | 0.9% | 69 | -1,095 | -1.88% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 56,520 | 34,859 | 0.06% | 0.06% | 70 | +3,171 | 5.94% | Q1 2026 | May 14, 2026 |
| OFS Enterprise LLC | History | New | 56,110 | 34,606 | 10.17% | — | 71 | +56,110 | New | Q1 2026 | Apr 09, 2026 |
| MetLife Investment Management, LLC | History | Added to | 55,700 | 34,353 | 0.18% | 0.15% | 72 | +3,400 | 6.5% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 54,342 | 33,557 | 0.1% | 0.1% | 73 | -192 | -0.35% | Q1 2026 | May 13, 2026 |
| Oldfather Financial Services, LLC | History | No change | 55,249 | 33,330 | 9.92% | 9.92% | 74 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 53,888 | 33,235 | 0.05% | 0.05% | 75 | +3,386 | 6.7% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Added to | 53,484 | 32,986 | 1.03% | 0.69% | 76 | +15,617 | 41.24% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 51,445 | 31,729 | 0.01% | 0.01% | 77 | +18,838 | 57.77% | Q1 2026 | May 11, 2026 |
| SCS Capital Management LLC | History | Reduced | 50,341 | 31,048 | 0.33% | 0.34% | 78 | -2,112 | -4.03% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | No change | 50,125 | 30,915 | 2.64% | 2.68% | 79 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 49,887 | 30,768 | 0.39% | 0.4% | 80 | -3,271 | -6.15% | Q1 2026 | May 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 49,152 | 30,315 | 0.92% | 0.88% | 81 | -769 | -1.54% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 45,646 | 30,267 | 0.68% | 0.71% | 82 | +64 | 0.14% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | New | 47,969 | 29,585 | 1.05% | — | 83 | +47,969 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 47,882 | 29,531 | 0.05% | 0.02% | 84 | +39,984 | 506.25% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 47,547 | 29,325 | 0.22% | 0.2% | 85 | +2,953 | 6.62% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 45,685 | 28,434 | 0.06% | 0.07% | 86 | -41,266 | -47.46% | Q1 2026 | Apr 08, 2026 |
| Walleye Trading LLC | History | Added to | 45,500 | 28,062 | 0.05% | 0.04% | 87 | +500 | 1.11% | Q1 2026 | May 08, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 44,807 | 27,635 | 10.82% | 10.05% | 88 | +860 | 1.96% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 44,437 | 27,407 | 0.07% | 0.07% | 89 | -8,233 | -15.63% | Q1 2026 | Apr 22, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 44,301 | 27,323 | 3.68% | 3.59% | 90 | -99 | -0.22% | Q1 2026 | May 15, 2026 |
| IFG Advisors, LLC | History | Reduced | 44,274 | 27,306 | 4.47% | 4.58% | 91 | -1,348 | -2.95% | Q1 2026 | Apr 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 44,240 | 27,285 | 0.01% | 0.0% | 92 | +35,665 | 415.92% | Q1 2026 | May 15, 2026 |
| LCM Capital Management Inc | History | Added to | 43,713 | 26,960 | 13.53% | 12.7% | 93 | +140 | 0.32% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 43,688 | 26,945 | 0.25% | 0.34% | 94 | -676 | -1.52% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 43,694 | 26,359 | 0.11% | 0.11% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Klingman & Associates, LLC | History | Reduced | 41,668 | 25,699 | 1.23% | 1.22% | 96 | -160 | -0.38% | Q1 2026 | May 14, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 41,532 | 25,615 | 2.98% | 4.47% | 97 | -22,796 | -35.44% | Q1 2026 | May 06, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 40,661 | 25,078 | 11.18% | 11.42% | 98 | -638 | -1.54% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Added to | 40,412 | 24,924 | 0.02% | 0.02% | 99 | +8,350 | 26.04% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 39,253 | 24,209 | 0.0% | 0.0% | 100 | +2,503 | 6.81% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 38,039 | 23,517 | 0.42% | 0.4% | 101 | +207 | 0.55% | Q1 2026 | May 15, 2026 |
| CONNING INC. | History | Reduced | 38,022 | 23,450 | 0.78% | 0.78% | 102 | -574 | -1.49% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 37,293 | 23,001 | 0.09% | 0.06% | 103 | +11,174 | 42.78% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 37,076 | 22,866 | 0.18% | 0.19% | 104 | -650 | -1.72% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 37,048 | 22,850 | 0.06% | 0.05% | 105 | +3,212 | 9.49% | Q1 2026 | Apr 30, 2026 |
| 1ST SOURCE BANK | History | Reduced | 35,980 | 22,191 | 1.14% | 1.14% | 106 | -6 | -0.02% | Q1 2026 | May 04, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 35,383 | 21,823 | 3.27% | 9.5% | 107 | -67,768 | -65.7% | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | Reduced | 34,643 | 21,366 | 0.03% | 0.08% | 108 | -54,594 | -61.18% | Q1 2026 | May 06, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 32,253 | 21,212 | 0.37% | 0.36% | 109 | -735 | -2.23% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 33,832 | 20,866 | 0.28% | — | 110 | +33,832 | New | Q1 2026 | May 14, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 33,057 | 20,438 | 0.85% | 0.86% | 111 | -166 | -0.5% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 33,113 | 20,423 | 0.28% | 0.3% | 112 | -1,277 | -3.71% | Q1 2026 | Apr 08, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 32,568 | 20,086 | 7.14% | 7.01% | 113 | -80 | -0.25% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,825 | 19,663 | 0.01% | 0.01% | 114 | +5,213 | 18.88% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 31,740 | 19,575 | 1.26% | 1.22% | 115 | -384 | -1.2% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 31,646 | 19,516 | 0.76% | 0.78% | 116 | -997 | -3.05% | Q1 2026 | Apr 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 31,409 | 19,371 | 0.11% | 0.11% | 117 | +2,121 | 7.24% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 31,188 | 19,235 | 3.68% | 3.61% | 118 | -130 | -0.42% | Q1 2026 | Apr 15, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 31,000 | 19,119 | 0.9% | 1.46% | 119 | -28,782 | -48.14% | Q1 2026 | May 15, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 30,810 | 19,002 | 1.38% | 1.31% | 120 | +29,960 | 3524.71% | Q1 2026 | May 21, 2026 |
| DC Investments Management, LLC | History | New | 30,673 | 18,917 | 7.24% | — | 121 | +30,673 | New | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 30,417 | 18,760 | 0.21% | 0.11% | 122 | +14,533 | 91.49% | Q1 2026 | Apr 16, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 29,600 | 18,256 | 0.02% | 0.01% | 123 | +14,220 | 92.46% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,915 | 16,600 | 0.02% | 0.03% | 124 | -1,857 | -6.45% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 26,910 | 16,595 | 0.27% | 0.27% | 125 | +4,910 | 22.32% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Reduced | 26,157 | 16,132 | 0.06% | 0.06% | 126 | -5,168 | -16.5% | Q1 2026 | May 12, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 26,012 | 16,043 | 3.2% | 3.08% | 127 | -333 | -1.26% | Q1 2026 | Apr 27, 2026 |
| GFS Advisors, LLC | History | Added to | 47,733 | 15,313 | 1.95% | 1.12% | 128 | +32,105 | 205.43% | Q1 2026 | Apr 30, 2026 |
| Simmons Bank | History | Reduced | 24,461 | 15,085 | 1.01% | 0.99% | 129 | -53 | -0.22% | Q1 2026 | Apr 23, 2026 |
| IMC-Chicago, LLC | History | Added to | 24,334 | 15,008 | 0.01% | 0.0% | 130 | +3,465 | 16.6% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 23,951 | 14,772 | 0.0% | 0.0% | 131 | +3,257 | 15.74% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 23,092 | 14,242 | 0.0% | 0.0% | 132 | +3,213 | 16.16% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 22,878 | 14,110 | 0.07% | 0.07% | 133 | -294 | -1.27% | Q1 2026 | May 26, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 22,356 | 13,788 | 3.39% | 3.37% | 134 | -130 | -0.58% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 22,107 | 13,634 | 0.57% | — | 135 | +22,107 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 22,022 | 13,582 | 0.07% | 0.08% | 136 | -707 | -3.11% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 21,907 | 13,511 | 0.07% | 0.08% | 137 | -114 | -0.52% | Q1 2026 | May 04, 2026 |
| Caldwell Trust Co | History | Added to | 21,591 | 13,316 | 1.19% | 1.12% | 138 | +777 | 3.73% | Q1 2026 | Apr 22, 2026 |
| Nitorum Capital, L.P. | History | New | 21,216 | 13,085 | 11.49% | — | 139 | +21,216 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 21,045 | 12,979 | 0.4% | 0.37% | 140 | +1,000 | 4.99% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Reduced | 21,018 | 12,979 | 0.57% | 0.71% | 141 | -125 | -0.59% | Q1 2026 | May 11, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 20,471 | 12,625 | 2.78% | 2.47% | 142 | +897 | 4.58% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 20,434 | 12,602 | 0.03% | 0.04% | 143 | -3,665 | -15.21% | Q1 2026 | May 04, 2026 |
| jvl associates llc | History | No change | 19,689 | 12,143 | 4.07% | 3.87% | 144 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 19,167 | 11,821 | 0.2% | 0.2% | 145 | -891 | -4.44% | Q1 2026 | Apr 21, 2026 |
| Carnegie Investment Counsel | History | Reduced | 19,010 | 11,724 | 0.23% | 0.22% | 146 | -460 | -2.36% | Q1 2026 | May 01, 2026 |
| Callan Family Office, LLC | History | Reduced | 18,509 | 11,415 | 0.26% | 0.25% | 147 | -444 | -2.34% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 18,355 | 11,320 | 0.03% | 0.03% | 148 | -193 | -1.04% | Q1 2026 | May 14, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 18,311 | 11,293 | 1.75% | 1.75% | 149 | -1,253 | -6.4% | Q1 2026 | May 01, 2026 |
| Lutz Financial Services LLC | History | Reduced | 18,190 | 11,219 | 0.75% | 0.76% | 150 | -383 | -2.06% | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | Reduced | 18,185 | 11,215 | 0.51% | 0.51% | 151 | -329 | -1.78% | Q1 2026 | Apr 30, 2026 |
| Shulman DeMeo Asset Management LLC | History | New | 17,967 | 11,081 | 2.35% | — | 152 | +17,967 | New | Q1 2026 | Apr 09, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 17,760 | 10,953 | 1.63% | 1.61% | 153 | -425 | -2.34% | Q1 2026 | Apr 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 17,709 | 10,922 | 0.05% | 0.03% | 154 | +277 | 1.59% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 18,205 | 10,913 | 0.34% | 0.32% | 155 | +222 | 1.23% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 17,655 | 10,888 | 0.05% | 0.05% | 156 | +321 | 1.85% | Q1 2026 | May 15, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 17,601 | 10,855 | 0.81% | 0.88% | 157 | -883 | -4.78% | Q1 2026 | May 15, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 17,585 | 10,845 | 2.71% | 2.64% | 158 | -620 | -3.41% | Q1 2026 | Apr 28, 2026 |
| Hummer Financial Advisory Services Inc | History | Added to | 17,189 | 10,627 | 7.51% | 7.31% | 159 | +96 | 0.56% | Q1 2026 | Apr 08, 2026 |
| Granite FO LLC | History | Added to | 17,037 | 10,507 | 6.22% | 5.35% | 160 | +410 | 2.47% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 16,948 | 10,452 | 0.06% | 0.06% | 161 | -324 | -1.88% | Q1 2026 | May 14, 2026 |
| Corsicana & Co. | History | Added to | 19,154 | 10,218 | 6.47% | 6.29% | 162 | +574 | 3.09% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 16,300 | 10,053 | 0.02% | — | 163 | +16,300 | New | Q1 2026 | May 14, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 16,286 | 10,044 | 0.81% | 0.83% | 164 | -363 | -2.18% | Q1 2026 | Apr 01, 2026 |
| World Investment Advisors | History | Reduced | 16,225 | 10,006 | 0.16% | 0.16% | 165 | -405 | -2.44% | Q1 2026 | Apr 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 16,073 | 9,913 | 0.52% | 0.53% | 166 | -200 | -1.23% | Q1 2026 | Apr 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 16,071 | 9,911 | 4.0% | 3.92% | 167 | +34 | 0.21% | Q1 2026 | Apr 29, 2026 |
| Legacy Advisors, LLC | History | Added to | 15,932 | 9,825 | 1.16% | 1.03% | 168 | +10 | 0.06% | Q1 2026 | May 05, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 15,902 | 9,807 | 1.04% | 0.98% | 169 | -77 | -0.48% | Q1 2026 | Apr 28, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 15,836 | 9,767 | 8.96% | 9.0% | 170 | +36 | 0.23% | Q1 2026 | May 05, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 15,569 | 9,602 | 0.04% | 0.04% | 171 | -225 | -1.42% | Q1 2026 | May 07, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 15,560 | 9,596 | 1.51% | 1.38% | 172 | +719 | 4.84% | Q1 2026 | Apr 07, 2026 |
| Canopy Partners, LLC | History | Reduced | 15,548 | 9,589 | 3.29% | 3.24% | 173 | -959 | -5.81% | Q1 2026 | May 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 15,514 | 9,568 | 0.36% | 0.35% | 174 | -53 | -0.34% | Q1 2026 | Apr 16, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 15,505 | 9,562 | 1.3% | 1.37% | 175 | -642 | -3.98% | Q1 2026 | Apr 14, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 15,390 | 9,491 | 0.15% | 0.14% | 176 | -170 | -1.09% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 15,209 | 9,380 | 0.61% | 0.61% | 177 | -521 | -3.31% | Q1 2026 | Apr 28, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 15,178 | 9,360 | 0.5% | 0.49% | 178 | -3 | -0.02% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 15,027 | 9,268 | 0.02% | 0.02% | 179 | -1,197 | -7.38% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Reduced | 14,964 | 9,229 | 0.15% | 0.12% | 180 | -229 | -1.51% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 14,768 | 9,130 | 0.04% | 0.07% | 181 | -11,526 | -43.84% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 14,362 | 8,857 | 0.37% | 0.35% | 182 | -206 | -1.41% | Q1 2026 | Apr 13, 2026 |
| Legal & General Group Plc | History | No change | 14,200 | 8,759 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 14,012 | 8,641 | 0.29% | 0.28% | 184 | -444 | -3.07% | Q1 2026 | May 15, 2026 |
| RMR Wealth Builders | History | Reduced | 13,966 | 8,613 | 0.68% | 0.69% | 185 | -429 | -2.98% | Q1 2026 | Apr 22, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 13,936 | 8,595 | 2.64% | 2.43% | 186 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AMG National Trust Bank | History | Added to | 13,814 | 8,519 | 0.18% | 0.12% | 187 | +5,360 | 63.4% | Q1 2026 | May 04, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 13,787 | 8,503 | 0.17% | 0.17% | 188 | -207 | -1.48% | Q1 2026 | May 14, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 14,164 | 8,484 | 5.84% | 2.62% | 189 | +2,594 | 22.42% | Q1 2026 | Apr 24, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 13,736 | 8,471 | 1.33% | 1.3% | 190 | -72 | -0.52% | Q1 2026 | May 07, 2026 |
| TKG Advisors, LLC | History | Reduced | 13,235 | 8,162 | 3.37% | 3.24% | 191 | -74 | -0.56% | Q1 2026 | Apr 24, 2026 |
| Busey Bank | History | No change | 13,070 | 8,061 | 0.22% | 0.21% | 192 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,133 | 7,935 | 0.05% | 0.04% | 193 | +3,430 | 35.35% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 12,844 | 7,921 | 0.34% | 0.32% | 194 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,720 | 7,845 | 0.01% | — | 195 | +12,720 | New | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 11,906 | 7,779 | 1.06% | 1.49% | 196 | -974 | -7.56% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,512 | 7,717 | 0.08% | 0.1% | 197 | -410 | -3.17% | Q1 2026 | May 13, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 12,465 | 7,688 | 1.8% | 1.59% | 198 | +1,044 | 9.14% | Q1 2026 | May 08, 2026 |
| Pacific Center for Financial Services | History | Reduced | 12,353 | 7,619 | 1.93% | 1.96% | 199 | -557 | -4.31% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,193 | 7,520 | 0.04% | 0.04% | 200 | +1,178 | 10.69% | Q1 2026 | May 05, 2026 |
| Grove Bank & Trust | History | Reduced | 12,190 | 7,518 | 0.85% | 0.84% | 201 | -237 | -1.91% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,410 | 7,498 | 0.0% | 0.0% | 202 | +1,973 | 18.9% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 12,125 | 7,478 | 0.06% | 0.06% | 203 | -422 | -3.36% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 11,919 | 7,368 | 0.15% | 0.13% | 204 | +441 | 3.84% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 11,906 | 7,343 | 0.97% | 0.98% | 205 | +153 | 1.3% | Q1 2026 | May 11, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 11,886 | 7,331 | 0.25% | 0.25% | 206 | -43 | -0.36% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 11,853 | 7,310 | 0.06% | 0.06% | 207 | +31 | 0.26% | Q1 2026 | May 01, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 11,746 | 7,244 | 0.12% | 0.11% | 208 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,732 | 7,235 | 0.11% | 0.12% | 209 | +2,023 | 20.84% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 11,361 | 7,007 | 0.69% | 0.69% | 210 | +36 | 0.32% | Q1 2026 | Apr 27, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 11,328 | 6,986 | 0.97% | 0.91% | 211 | -214 | -1.85% | Q1 2026 | Apr 09, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 11,164 | 6,885 | 3.28% | 3.18% | 212 | -53 | -0.47% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,148 | 6,875 | 0.03% | 0.03% | 213 | -189 | -1.67% | Q1 2026 | Apr 24, 2026 |
| HANOVER ADVISORS INC | History | Added to | 11,128 | 6,863 | 2.79% | 2.61% | 214 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 11,081 | 6,834 | 0.45% | 0.44% | 215 | -474 | -4.1% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 11,079 | 6,833 | 0.29% | 0.3% | 216 | -97 | -0.87% | Q1 2026 | Apr 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 11,012 | 6,791 | 0.08% | 0.05% | 217 | +4,043 | 58.01% | Q1 2026 | Apr 24, 2026 |
| Dakota Wealth Management | History | Reduced | 11,004 | 6,786 | 0.15% | 0.13% | 218 | -705 | -6.02% | Q1 2026 | May 07, 2026 |
| Latigo Investments, LLC | History | No change | 10,962 | 6,760 | 3.37% | 3.25% | 219 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 10,919 | 6,734 | 1.15% | 1.52% | 220 | +157 | 1.46% | Q1 2026 | Apr 09, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 10,874 | 6,706 | 0.32% | 0.3% | 221 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,836 | 6,683 | 0.03% | — | 222 | +10,836 | New | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,821 | 6,674 | 0.01% | — | 224 | +10,821 | New | Q1 2026 | May 12, 2026 |
| Community Bank, N.A. | History | Reduced | 10,822 | 6,674 | 0.79% | 0.8% | 223 | -377 | -3.37% | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 10,715 | 6,608 | 0.29% | 0.29% | 225 | -574 | -5.08% | Q1 2026 | May 11, 2026 |
| G&S Capital LLC | History | Added to | 10,588 | 6,530 | 2.29% | 2.21% | 226 | +201 | 1.94% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 10,572 | 6,520 | 0.45% | 0.45% | 227 | -260 | -2.4% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 10,542 | 6,518 | 0.08% | 0.09% | 228 | +313 | 3.06% | Q1 2026 | May 15, 2026 |
| Newport Capital Group, LLC | History | Added to | 10,556 | 6,516 | 3.97% | 3.8% | 229 | +272 | 2.64% | Q1 2026 | May 11, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 10,551 | 6,507 | 5.11% | 5.23% | 230 | -128 | -1.2% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,721 | 6,467 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Palisade Asset Management, LLC | History | No change | 10,451 | 6,445 | 0.65% | 0.61% | 232 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 10,342 | 6,378 | 0.64% | 1.02% | 233 | -7,917 | -43.36% | Q1 2026 | May 07, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 10,178 | 6,320 | 0.23% | 0.12% | 234 | +8,943 | 724.13% | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 10,228 | 6,308 | 1.08% | 1.06% | 235 | -95 | -0.92% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,221 | 6,303 | 0.05% | 0.05% | 236 | +594 | 6.17% | Q1 2026 | Apr 15, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 10,138 | 6,252 | 4.21% | 4.42% | 237 | -263 | -2.53% | Q1 2026 | May 07, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 6,167 | 0.3% | 0.27% | 238 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Wilmar Advisors LLC | History | No change | 10,000 | 6,167 | 5.33% | 4.71% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 9,933 | 6,141 | 2.7% | 2.71% | 240 | -301 | -2.94% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Reduced | 9,850 | 6,074 | 0.02% | 0.02% | 241 | -7 | -0.07% | Q1 2026 | May 14, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | No change | 335 | 6,061 | 0.39% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 9,739 | 6,006 | 0.64% | 0.65% | 243 | -208 | -2.09% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,708 | 5,987 | 0.03% | 0.03% | 244 | +2,193 | 29.18% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 9,707 | 5,986 | 0.12% | 0.11% | 245 | -3 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 9,679 | 5,969 | 0.49% | 0.51% | 246 | -386 | -3.84% | Q1 2026 | May 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,602 | 5,922 | 0.05% | 0.04% | 247 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TI-TRUST, INC | History | Added to | 9,595 | 5,917 | 3.52% | 3.52% | 248 | +139 | 1.47% | Q1 2026 | Apr 28, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 9,587 | 5,912 | 1.99% | 2.05% | 249 | -721 | -6.99% | Q1 2026 | Apr 03, 2026 |
| Sageworth Trust Co | History | No change | 9,569 | 5,901 | 0.25% | 0.25% | 250 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | Added to | 9,493 | 5,855 | 0.17% | 0.01% | 251 | +8,713 | 1117.05% | Q1 2026 | May 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 9,339 | 5,774 | 0.3% | 0.31% | 252 | +141 | 1.53% | Q1 2026 | Apr 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 9,326 | 5,766 | 0.13% | 0.12% | 253 | -45 | -0.48% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 9,214 | 5,682 | 1.96% | 1.87% | 254 | -63 | -0.68% | Q1 2026 | May 04, 2026 |
| Winter & Associates, Inc. | History | Reduced | 9,050 | 5,658 | 4.95% | 5.97% | 255 | -1,658 | -15.48% | Q1 2026 | Apr 08, 2026 |
| Balboa Wealth Partners | History | Reduced | 9,166 | 5,653 | 0.95% | 0.92% | 256 | -11 | -0.12% | Q1 2026 | Apr 16, 2026 |
| MOTCO | History | Reduced | 9,148 | 5,642 | 0.52% | 0.51% | 257 | -118 | -1.27% | Q1 2026 | Apr 22, 2026 |
| Firestone Capital Management | History | Reduced | 8,999 | 5,550 | 1.16% | 1.16% | 258 | -32 | -0.35% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,921 | 5,502 | 0.17% | — | 259 | +8,921 | New | Q1 2026 | May 15, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 8,200 | 5,451 | 1.82% | 1.63% | 260 | +96 | 1.18% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 8,800 | 5,427 | 0.13% | 0.14% | 261 | -567 | -6.05% | Q1 2026 | May 15, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 8,763 | 5,404 | 1.96% | 1.72% | 262 | +669 | 8.27% | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | Added to | 8,729 | 5,383 | 0.33% | 0.31% | 263 | +433 | 5.22% | Q1 2026 | Apr 23, 2026 |
| Paller Financial Services Inc | History | Reduced | 8,671 | 5,347 | 4.42% | 4.44% | 264 | -512 | -5.58% | Q1 2026 | Apr 28, 2026 |
| Gotham Asset Management, LLC | History | No change | 8,638 | 5,327 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 8,550 | 5,273 | 1.26% | 1.24% | 266 | -15 | -0.18% | Q1 2026 | Apr 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,540 | 5,267 | 0.17% | 0.2% | 267 | -1,676 | -16.41% | Q1 2026 | May 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 8,516 | 5,252 | 0.08% | 0.08% | 268 | -138 | -1.59% | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | Reduced | 8,479 | 5,229 | 1.2% | 1.16% | 269 | -47 | -0.55% | Q1 2026 | Apr 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 8,441 | 5,205 | 2.41% | — | 270 | +8,441 | New | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 8,416 | 5,203 | 0.21% | 0.26% | 271 | -1,850 | -18.02% | Q1 2026 | May 12, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 9,002 | 5,128 | 0.47% | 0.47% | 272 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,298 | 5,117 | 0.12% | 0.13% | 273 | -210 | -2.47% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,273 | 5,102 | 0.06% | 0.12% | 274 | -5,959 | -41.87% | Q1 2026 | Apr 23, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 8,023 | 5,073 | 0.34% | 0.34% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bay Rivers Group | History | Added to | 8,166 | 5,036 | 2.1% | 1.94% | 276 | +194 | 2.43% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 7,936 | 4,894 | 0.32% | 0.37% | 277 | -1,497 | -15.87% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 7,917 | 4,882 | 0.04% | 0.03% | 278 | +1,201 | 17.88% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,916 | 4,882 | 0.09% | 0.09% | 279 | -118 | -1.47% | Q1 2026 | Apr 17, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 7,906 | 4,876 | 1.82% | 1.86% | 280 | -294 | -3.59% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,892 | 4,867 | 0.08% | 0.08% | 281 | +15 | 0.19% | Q1 2026 | Apr 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,890 | 4,866 | 0.08% | 0.09% | 282 | -411 | -4.95% | Q1 2026 | Apr 22, 2026 |
| Haverford Trust Co | History | Reduced | 7,832 | 4,830 | 0.04% | 0.04% | 283 | -56 | -0.71% | Q1 2026 | May 11, 2026 |
| Nicollet Investment Management, Inc. | History | Reduced | 7,829 | 4,829 | 1.65% | 1.61% | 284 | -619 | -7.33% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 7,831 | 4,823 | 0.0% | 0.0% | 285 | -854 | -9.83% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,794 | 4,807 | 0.09% | 0.08% | 286 | +150 | 1.96% | Q1 2026 | Apr 10, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 7,753 | 4,781 | 0.06% | 0.05% | 287 | +145 | 1.91% | Q1 2026 | May 05, 2026 |
| Peak Asset Management, LLC | History | Reduced | 7,737 | 4,771 | 0.84% | 0.91% | 288 | -1,095 | -12.4% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 7,721 | 4,762 | 0.08% | 0.08% | 289 | -284 | -3.55% | Q1 2026 | May 05, 2026 |
| Financial & Tax Architects, LLC | History | New | 7,690 | 4,742 | 1.06% | — | 290 | +7,690 | New | Q1 2026 | Apr 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 7,657 | 4,722 | 0.34% | 0.32% | 291 | +317 | 4.32% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | Reduced | 7,653 | 4,720 | 0.07% | 0.07% | 292 | -327 | -4.1% | Q1 2026 | May 08, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 7,643 | 4,713 | 0.12% | 0.12% | 293 | -39 | -0.51% | Q1 2026 | May 01, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 7,620 | 4,699 | 1.73% | 1.62% | 294 | +182 | 2.45% | Q1 2026 | Apr 30, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 7,556 | 4,660 | 0.37% | 0.68% | 295 | -7,389 | -49.44% | Q1 2026 | Apr 27, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 7,552 | 4,657 | 0.34% | 0.32% | 296 | -3 | -0.04% | Q1 2026 | Apr 13, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 7,541 | 4,651 | 1.88% | 1.77% | 297 | -171 | -2.22% | Q1 2026 | May 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 7,510 | 4,631 | 0.25% | 0.24% | 298 | -58 | -0.77% | Q1 2026 | May 12, 2026 |
| Breakwater Capital Group | History | Reduced | 7,432 | 4,583 | 0.61% | 0.63% | 299 | -72 | -0.96% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 7,412 | 4,571 | 0.05% | 0.06% | 300 | -1,706 | -18.71% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,402 | 4,565 | 0.02% | 0.02% | 301 | -171 | -2.26% | Q1 2026 | Jun 02, 2026 |
| Brevan Howard Capital Management LP | History | New | 7,391 | 4,558 | 0.04% | — | 302 | +7,391 | New | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,378 | 4,550 | 0.01% | 0.01% | 303 | -935 | -11.25% | Q1 2026 | May 14, 2026 |
| Midwest Financial Group LLC | History | Reduced | 7,276 | 4,487 | 1.91% | 1.95% | 304 | -54 | -0.74% | Q1 2026 | Apr 22, 2026 |
| Evensky & Katz LLC | History | Reduced | 7,239 | 4,465 | 0.25% | 0.26% | 305 | -269 | -3.58% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 7,007 | 4,321 | 0.02% | 0.02% | 306 | -320 | -4.37% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,890 | 4,249 | 0.14% | 0.08% | 307 | -403 | -5.53% | Q1 2026 | Apr 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 6,823 | 4,208 | 0.51% | 0.51% | 308 | -100 | -1.44% | Q1 2026 | Apr 23, 2026 |
| DAVIS R M INC | History | Reduced | 6,800 | 4,203 | 0.07% | 0.07% | 309 | -7 | -0.1% | Q1 2026 | May 13, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 6,786 | 4,185 | 0.12% | 0.12% | 310 | -267 | -3.79% | Q1 2026 | May 07, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 6,562 | 4,047 | 1.12% | 1.16% | 311 | -141 | -2.1% | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Group | History | Reduced | 6,364 | 4,042 | 0.28% | 0.29% | 312 | -91 | -1.41% | Q1 2026 | May 13, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 6,533 | 4,029 | 1.57% | 1.55% | 313 | -114 | -1.72% | Q1 2026 | Apr 29, 2026 |
| Ballentine Partners, LLC | History | Reduced | 6,518 | 4,020 | 0.06% | 0.06% | 314 | -298 | -4.37% | Q1 2026 | May 14, 2026 |
| UNION SAVINGS BANK | History | Reduced | 6,453 | 3,979 | 1.74% | 1.72% | 315 | -122 | -1.86% | Q1 2026 | Apr 17, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Added to | 9,450 | 3,978 | 0.63% | 0.95% | 316 | +8,450 | 845.0% | Q1 2026 | Apr 09, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | Added to | 6,350 | 3,916 | 2.61% | 2.55% | 317 | +16 | 0.25% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,333 | 3,905 | 0.07% | 0.02% | 318 | +4,403 | 228.13% | Q1 2026 | May 11, 2026 |
| LM Advisors LLC | History | Added to | 2,407 | 3,895 | 0.06% | 0.07% | 319 | +67 | 2.86% | Q1 2026 | May 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 6,282 | 3,874 | 0.13% | 0.15% | 320 | -652 | -9.4% | Q1 2026 | Apr 17, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 6,250 | 3,854 | 0.54% | 0.52% | 321 | -69 | -1.09% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 6,222 | 3,837 | 0.08% | 0.08% | 322 | -256 | -3.95% | Q1 2026 | May 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 6,221 | 3,836 | 0.3% | 0.28% | 323 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elyxium Wealth, LLC | History | No change | 6,200 | 3,823 | 1.23% | 1.04% | 324 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,131 | 3,781 | 0.05% | 0.05% | 325 | -263 | -4.11% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,093 | 3,757 | 0.04% | 0.04% | 327 | +217 | 3.69% | Q1 2026 | Apr 20, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 6,093 | 3,757 | 0.22% | 0.22% | 326 | -215 | -3.41% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 6,065 | 3,740 | 0.04% | 0.04% | 328 | -236 | -3.75% | Q1 2026 | May 08, 2026 |
| WOODSTOCK CORP | History | Added to | 6,059 | 3,736 | 0.33% | 0.31% | 329 | +5 | 0.08% | Q1 2026 | Apr 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 6,054 | 3,733 | 0.02% | 0.02% | 330 | -66 | -1.08% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 6,018 | 3,711 | 0.01% | 0.01% | 331 | -27 | -0.45% | Q1 2026 | May 14, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 6,011 | 3,707 | 3.14% | 3.14% | 333 | -159 | -2.58% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Reduced | 6,012 | 3,707 | 0.09% | 0.08% | 332 | -7 | -0.12% | Q1 2026 | May 11, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Reduced | 5,979 | 3,687 | 0.34% | 0.33% | 334 | -137 | -2.24% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,885 | 3,629 | 0.04% | 0.04% | 336 | +540 | 10.1% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 5,885 | 3,629 | 0.09% | 0.08% | 335 | -8 | -0.14% | Q1 2026 | Apr 30, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 5,880 | 3,626 | 0.73% | 0.74% | 337 | -6 | -0.1% | Q1 2026 | Apr 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,856 | 3,612 | 0.07% | 0.07% | 339 | -733 | -11.12% | Q1 2026 | May 07, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 5,842 | 3,612 | 1.31% | 1.15% | 338 | +171 | 3.02% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | Reduced | 5,848 | 3,606 | 0.52% | 0.51% | 340 | -84 | -1.42% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 5,845 | 3,605 | 0.12% | 0.12% | 341 | +49 | 0.85% | Q1 2026 | Apr 22, 2026 |
| Sepio Capital, LP | History | No change | 5,810 | 3,583 | 0.19% | 0.19% | 342 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 5,738 | 3,571 | 0.32% | 0.32% | 343 | -132 | -2.25% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Reduced | 54,054 | 3,564 | 0.04% | 0.05% | 344 | -25 | -0.05% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Reduced | 5,344 | 3,556 | 0.05% | 0.07% | 345 | -154 | -2.8% | Q1 2026 | Apr 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,745 | 3,543 | 0.07% | 0.08% | 346 | -638 | -10.0% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,674 | 3,499 | 0.13% | 0.12% | 347 | +343 | 6.43% | Q1 2026 | Apr 20, 2026 |
| GREENLEAF TRUST | History | Reduced | 5,665 | 3,493 | 0.03% | 0.03% | 348 | -79 | -1.38% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,650 | 3,484 | 0.09% | 0.11% | 349 | -1,339 | -19.16% | Q1 2026 | Apr 07, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 5,645 | 3,481 | 0.67% | 0.65% | 350 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 5,637 | 3,476 | 0.03% | 0.02% | 351 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 5,599 | 3,453 | 0.39% | 0.39% | 352 | -31 | -0.55% | Q1 2026 | Apr 21, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 4,582 | 3,385 | 3.38% | 2.22% | 353 | -1,213 | -20.93% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,480 | 3,379 | 0.04% | 0.04% | 354 | -431 | -7.29% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | No change | 5,381 | 3,318 | 0.11% | 0.11% | 355 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 5,368 | 3,310 | 0.29% | 0.28% | 356 | -200 | -3.59% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,285 | 3,284 | 0.01% | 0.02% | 357 | +320 | 6.45% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,248 | 3,237 | 0.02% | 0.02% | 358 | +274 | 5.51% | Q1 2026 | Apr 27, 2026 |
| Roan Capital Partners | History | New | 5,216 | 3,217 | 2.97% | — | 359 | +5,216 | New | Q1 2026 | Apr 15, 2026 |
| VANGUARD GROUP INC | History | No change | 5,320 | 3,209 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EASTERN BANK | History | Reduced | 5,194 | 3,203 | 0.05% | 0.06% | 361 | -142 | -2.66% | Q1 2026 | Apr 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 5,178 | 3,193 | 0.04% | 0.02% | 362 | +2,911 | 128.41% | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 5,159 | 3,181 | 0.03% | 0.03% | 363 | -6 | -0.12% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 5,156 | 3,180 | 0.2% | — | 364 | +5,156 | New | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,142 | 3,171 | 0.05% | 0.07% | 365 | -495 | -8.78% | Q1 2026 | May 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 5,126 | 3,161 | 0.15% | 0.15% | 366 | -397 | -7.19% | Q1 2026 | May 18, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 5,118 | 3,156 | 3.05% | 3.07% | 367 | +154 | 3.1% | Q1 2026 | Apr 07, 2026 |
| Sigma Planning Corp | History | Added to | 5,101 | 3,146 | 0.09% | 0.08% | 368 | +138 | 2.78% | Q1 2026 | May 04, 2026 |
| SPINNAKER TRUST | History | Reduced | 5,055 | 3,117 | 0.17% | 0.16% | 369 | -1 | -0.02% | Q1 2026 | Apr 23, 2026 |
| Coastline Trust Co | History | Added to | 5,039 | 3,107 | 0.31% | 0.29% | 370 | +12 | 0.24% | Q1 2026 | Apr 03, 2026 |
| GLR Partners, LLC | History | New | 4,998 | 3,082 | 1.68% | — | 371 | +4,998 | New | Q1 2026 | May 13, 2026 |
| Pegasus Asset Management, Inc. | History | Reduced | 4,971 | 3,065 | 0.98% | 0.92% | 372 | -7 | -0.14% | Q1 2026 | Apr 20, 2026 |
| Johnson Financial Group, Inc. | History | No change | 4,916 | 3,039 | 0.11% | 0.11% | 373 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,879 | 3,008 | 0.11% | 0.1% | 374 | +106 | 2.22% | Q1 2026 | May 06, 2026 |
| WESBANCO BANK INC | History | Reduced | 4,864 | 2,999 | 0.08% | 0.08% | 375 | -33 | -0.67% | Q1 2026 | Apr 21, 2026 |
| Independence Bank of Kentucky | History | No change | 4,809 | 2,965 | 0.38% | 0.36% | 376 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STEPH & CO | History | Reduced | 4,800 | 2,960 | 0.84% | 0.93% | 377 | -575 | -10.7% | Q1 2026 | Apr 17, 2026 |
| Asset Management Group, Inc. | History | Added to | 4,800 | 2,960 | 0.48% | 0.46% | 378 | +36 | 0.76% | Q1 2026 | May 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 4,755 | 2,932 | 0.66% | 0.62% | 379 | -60 | -1.25% | Q1 2026 | Apr 23, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 4,751 | 2,929 | 1.67% | 3.12% | 380 | -442 | -8.51% | Q1 2026 | May 12, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 4,734 | 2,919 | 2.22% | 2.31% | 381 | -516 | -9.83% | Q1 2026 | Apr 30, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 4,720 | 2,918 | 0.08% | 0.07% | 382 | +10 | 0.21% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,724 | 2,913 | 0.02% | 0.03% | 383 | -1,332 | -21.99% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 4,677 | 2,884 | 0.33% | 0.35% | 384 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,651 | 2,868 | 0.33% | — | 385 | +4,651 | New | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 4,612 | 2,851 | 0.05% | 0.05% | 386 | -1 | -0.02% | Q1 2026 | May 14, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 4,667 | 2,817 | 1.31% | 1.31% | 387 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 4,562 | 2,813 | 0.54% | 0.53% | 388 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 4,547 | 2,804 | 0.83% | 0.8% | 389 | -3 | -0.07% | Q1 2026 | May 11, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 4,532 | 2,795 | 0.36% | 0.29% | 390 | +194 | 4.47% | Q1 2026 | Apr 22, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 4,500 | 2,775 | 0.52% | 0.52% | 391 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,473 | 2,759 | 0.03% | 0.03% | 392 | +27 | 0.61% | Q1 2026 | Apr 28, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 4,457 | 2,755 | 0.23% | 0.23% | 393 | -6 | -0.13% | Q1 2026 | Apr 13, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 4,421 | 2,726 | 0.63% | 0.61% | 394 | +8 | 0.18% | Q1 2026 | Apr 17, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 4,408 | 2,718 | 0.41% | 0.42% | 395 | -40 | -0.9% | Q1 2026 | Apr 08, 2026 |
| Diversified Trust Co | History | Reduced | 4,403 | 2,715 | 0.05% | 0.05% | 396 | -191 | -4.16% | Q1 2026 | Apr 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,374 | 2,697 | 0.03% | 0.03% | 397 | -37 | -0.84% | Q1 2026 | May 08, 2026 |
| Veracity Capital LLC | History | No change | 4,359 | 2,688 | 0.96% | 0.77% | 398 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 4,327 | 2,675 | 0.2% | 0.19% | 399 | +50 | 1.17% | Q1 2026 | Apr 20, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 4,093 | 2,632 | 0.03% | 0.02% | 400 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 4,242 | 2,618 | 2.03% | 1.64% | 401 | +918 | 27.62% | Q1 2026 | Apr 07, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 4,236 | 2,612 | 0.32% | 0.42% | 403 | -1,350 | -24.17% | Q1 2026 | Apr 27, 2026 |
| Providence First Trust Co | History | Reduced | 4,236 | 2,612 | 0.92% | 1.02% | 402 | -651 | -13.32% | Q1 2026 | May 04, 2026 |
| Expressive Wealth LLC | History | Added to | 3,831 | 2,608 | 2.49% | 2.45% | 404 | +70 | 1.86% | Q1 2026 | May 11, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 4,219 | 2,602 | 0.43% | 0.35% | 405 | +502 | 13.51% | Q1 2026 | May 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 4,197 | 2,594 | 0.08% | 0.07% | 406 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 4,199 | 2,590 | 0.03% | 0.07% | 407 | -5,446 | -56.46% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 4,188 | 2,582 | 0.04% | 0.02% | 408 | +1,716 | 69.42% | Q1 2026 | May 12, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 4,150 | 2,559 | 0.81% | 0.78% | 409 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 4,103 | 2,530 | 0.78% | 0.77% | 410 | -93 | -2.22% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,052 | 2,519 | 0.02% | 0.02% | 411 | +459 | 12.77% | Q1 2026 | Apr 07, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 4,076 | 2,513 | 0.45% | 0.46% | 412 | -22 | -0.54% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Reduced | 4,059 | 2,503 | 0.04% | 0.04% | 413 | -4 | -0.1% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 3,999 | 2,466 | 0.14% | 0.13% | 414 | +18 | 0.45% | Q1 2026 | Apr 23, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 3,995 | 2,463 | 0.26% | 0.27% | 415 | -299 | -6.96% | Q1 2026 | May 07, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 3,992 | 2,462 | 0.58% | 0.5% | 416 | +429 | 12.04% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 3,985 | 2,457 | 0.1% | 0.12% | 417 | -559 | -12.3% | Q1 2026 | Apr 30, 2026 |
| Banque Transatlantique SA | History | New | 3,963 | 2,444 | 0.06% | — | 418 | +3,963 | New | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,892 | 2,420 | 0.17% | 0.17% | 419 | -327 | -7.75% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,915 | 2,414 | 0.01% | 0.01% | 420 | -1,174 | -23.07% | Q1 2026 | Apr 29, 2026 |
| Weil Company, Inc. | History | Reduced | 3,912 | 2,413 | 0.54% | 0.63% | 421 | -602 | -13.34% | Q1 2026 | Apr 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 3,885 | 2,402 | 0.07% | 0.07% | 422 | -160 | -3.96% | Q1 2026 | May 11, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 3,895 | 2,402 | 2.34% | 1.65% | 423 | +69 | 1.8% | Q1 2026 | Apr 15, 2026 |
| Cambridge Advisors Inc. | History | No change | 3,894 | 2,401 | 0.47% | 0.45% | 424 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Baron Financial Group, LLC | History | Reduced | 3,887 | 2,397 | 1.29% | 1.28% | 425 | -62 | -1.57% | Q1 2026 | Apr 09, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 3,963 | 2,390 | 0.75% | 0.75% | 426 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 3,866 | 2,384 | 1.0% | 1.0% | 427 | -107 | -2.69% | Q1 2026 | Apr 28, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 3,855 | 2,377 | 0.03% | 0.03% | 428 | +1 | 0.03% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | No change | 3,819 | 2,361 | 0.06% | 0.05% | 429 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 3,827 | 2,360 | 2.37% | 2.77% | 430 | -705 | -15.56% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | Reduced | 3,808 | 2,348 | 1.8% | 1.68% | 431 | -73 | -1.88% | Q1 2026 | Apr 24, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 3,795 | 2,340 | 0.54% | 0.53% | 432 | -41 | -1.07% | Q1 2026 | May 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 3,783 | 2,332 | 0.1% | 0.1% | 433 | -307 | -7.51% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Added to | 3,767 | 2,323 | 0.21% | 0.13% | 435 | +71 | 1.92% | Q1 2026 | May 14, 2026 |
| DAVIDSON TRUST CO | History | No change | 3,768 | 2,323 | 1.0% | 0.95% | 434 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Intelligent Financial Strategies | History | No change | 3,743 | 2,314 | 1.21% | 1.09% | 436 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 3,741 | 2,307 | 1.95% | 1.81% | 437 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,740 | 2,306 | 0.04% | 0.04% | 438 | -24 | -0.64% | Q1 2026 | Apr 14, 2026 |
| ARS Investment Partners, LLC | History | Added to | 3,734 | 2,302 | 0.12% | 0.12% | 439 | +205 | 5.81% | Q1 2026 | Apr 16, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 3,718 | 2,293 | 1.49% | 1.44% | 440 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,715 | 2,291 | 0.01% | 0.01% | 441 | -20 | -0.54% | Q1 2026 | May 13, 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | History | No change | 3,695 | 2,278 | 1.59% | 1.49% | 442 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 3,677 | 2,267 | 0.48% | 0.68% | 443 | -33 | -0.89% | Q1 2026 | Apr 22, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 3,674 | 2,265 | 0.93% | 0.9% | 444 | -7 | -0.19% | Q1 2026 | Apr 21, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 3,649 | 2,250 | 0.29% | 0.27% | 445 | -136 | -3.59% | Q1 2026 | Apr 10, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 3,637 | 2,243 | 0.57% | 0.58% | 446 | -112 | -2.99% | Q1 2026 | Apr 22, 2026 |
| RVW Wealth, LLC | History | Reduced | 3,629 | 2,238 | 0.17% | 0.19% | 447 | -500 | -12.11% | Q1 2026 | Apr 08, 2026 |
| Finley Financial, LLC | History | No change | 3,625 | 2,235 | 1.05% | 1.0% | 448 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 3,621 | 2,233 | 0.07% | 0.06% | 449 | +193 | 5.63% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,608 | 2,225 | 0.16% | 0.16% | 450 | -150 | -3.99% | Q1 2026 | May 05, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 3,598 | 2,219 | 0.35% | 2.64% | 451 | -21,918 | -85.9% | Q1 2026 | Apr 09, 2026 |
| Trust Point Inc. | History | No change | 3,584 | 2,210 | 0.19% | 0.17% | 452 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,654 | 2,204 | 0.04% | 0.04% | 453 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Reduced | 3,561 | 2,196 | 0.01% | 0.48% | 454 | -247,021 | -98.58% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 3,551 | 2,190 | 0.32% | 0.31% | 455 | +70 | 2.01% | Q1 2026 | Apr 21, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Reduced | 3,546 | 2,186 | 1.31% | 1.23% | 456 | -4 | -0.11% | Q1 2026 | May 11, 2026 |
| McLaughlin Asset Management, Inc. | History | Reduced | 3,518 | 2,169 | 2.07% | 1.91% | 458 | -17 | -0.48% | Q1 2026 | Apr 29, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 3,518 | 2,169 | 0.23% | 0.22% | 457 | +5 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Added to | 3,508 | 2,163 | 0.02% | 0.01% | 459 | +1,699 | 93.92% | Q1 2026 | May 14, 2026 |
| Lavaca Capital LLC | History | Reduced | 3,500 | 2,158 | 0.38% | 0.38% | 460 | -442 | -11.21% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Reduced | 3,428 | 2,114 | 0.19% | 0.2% | 461 | -22 | -0.64% | Q1 2026 | May 06, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 3,402 | 2,098 | 0.26% | 0.26% | 462 | -5 | -0.15% | Q1 2026 | May 14, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 3,368 | 2,077 | 0.07% | 0.08% | 463 | -385 | -10.26% | Q1 2026 | Apr 24, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Reduced | 3,369 | 2,077 | 0.54% | 0.47% | 464 | -27 | -0.8% | Q1 2026 | May 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 3,355 | 2,069 | 0.01% | 0.01% | 465 | -2,141 | -38.96% | Q1 2026 | May 15, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 3,325 | 2,050 | 0.53% | 0.54% | 466 | +12 | 0.36% | Q1 2026 | Apr 27, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 3,311 | 2,042 | 0.0% | 0.01% | 467 | -3,210 | -49.23% | Q1 2026 | May 14, 2026 |
| Embree Financial Group | History | Added to | 3,264 | 2,013 | 0.24% | 0.21% | 468 | +405 | 14.17% | Q1 2026 | Apr 23, 2026 |
| AlTi Global, Inc. | History | No change | 3,247 | 2,007 | 0.04% | 0.04% | 469 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 3,229 | 1,995 | 0.05% | 0.01% | 470 | +2,836 | 721.63% | Q1 2026 | Apr 27, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 3,188 | 1,966 | 0.41% | 0.43% | 471 | -383 | -10.73% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 3,177 | 1,959 | 0.12% | 0.08% | 472 | +425 | 15.44% | Q1 2026 | Apr 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 3,171 | 1,955 | 0.57% | 0.32% | 474 | +1,365 | 75.58% | Q1 2026 | Apr 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 3,169 | 1,955 | 0.12% | 0.12% | 473 | +767 | 31.93% | Q1 2026 | May 08, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 3,170 | 1,954 | 0.12% | 0.14% | 475 | -613 | -16.2% | Q1 2026 | May 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 3,157 | 1,947 | 0.21% | 0.21% | 476 | -104 | -3.19% | Q1 2026 | Apr 23, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 3,150 | 1,942 | 0.09% | 0.1% | 477 | -600 | -16.0% | Q1 2026 | Apr 21, 2026 |
| Gridiron Partners, LLC | History | Reduced | 3,123 | 1,926 | 1.18% | 1.09% | 478 | -41 | -1.3% | Q1 2026 | Apr 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 3,111 | 1,918 | 0.11% | 0.1% | 479 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,092 | 1,907 | 0.02% | 0.02% | 480 | -46 | -1.47% | Q1 2026 | May 01, 2026 |
| Junk Investment Group, LLC | History | New | 3,071 | 1,893 | 0.99% | — | 482 | +3,071 | New | Q1 2026 | May 08, 2026 |
| Jones Kertz & Associates, Inc. | History | Reduced | 3,070 | 1,893 | 1.01% | 0.95% | 481 | -9 | -0.29% | Q1 2026 | Apr 23, 2026 |
| Finivi Inc. | History | Added to | 3,069 | 1,892 | 1.03% | 0.4% | 483 | +1,918 | 166.64% | Q1 2026 | Apr 10, 2026 |
| ASPIRIANT, LLC | History | Reduced | 3,063 | 1,889 | 0.05% | 0.05% | 484 | -60 | -1.92% | Q1 2026 | May 12, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 3,039 | 1,874 | 0.27% | 0.27% | 485 | -51 | -1.65% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,028 | 1,867 | 0.04% | 0.05% | 486 | -979 | -24.43% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 2,960 | 1,825 | 0.01% | 0.01% | 487 | +60 | 2.07% | Q1 2026 | May 05, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 2,929 | 1,806 | 1.1% | 1.21% | 488 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,921 | 1,801 | 0.01% | 0.01% | 489 | +370 | 14.5% | Q1 2026 | May 13, 2026 |
| GenTrust, LLC | History | Added to | 2,914 | 1,801 | 0.08% | 0.07% | 490 | +45 | 1.57% | Q1 2026 | Apr 27, 2026 |
| Quantbot Technologies LP | History | New | 2,914 | 1,797 | 0.07% | — | 491 | +2,914 | New | Q1 2026 | May 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 2,906 | 1,792 | 0.7% | 0.69% | 492 | -33 | -1.12% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 2,900 | 1,788 | 0.03% | 0.02% | 493 | +590 | 25.54% | Q1 2026 | May 12, 2026 |
| Berman McAleer LLC | History | Reduced | 2,885 | 1,779 | 0.24% | 0.31% | 494 | -825 | -22.24% | Q1 2026 | Apr 17, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 2,877 | 1,774 | 0.42% | 0.41% | 495 | -81 | -2.74% | Q1 2026 | Apr 16, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 2,875 | 1,773 | 0.15% | 0.15% | 496 | -10 | -0.35% | Q1 2026 | May 14, 2026 |
| Alpha Wealth Funds, LLC | History | Reduced | 2,870 | 1,770 | 1.19% | 1.13% | 498 | -161 | -5.31% | Q1 2026 | May 14, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 2,870 | 1,770 | 0.35% | 0.34% | 497 | -46 | -1.58% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 2,847 | 1,756 | 0.02% | 0.09% | 499 | -8,388 | -74.66% | Q1 2026 | May 15, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 2,845 | 1,754 | 1.19% | 1.16% | 500 | -84 | -2.87% | Q1 2026 | May 07, 2026 |
| Obermeyer Wealth Partners | History | No change | 2,842 | 1,752 | 0.08% | 0.08% | 501 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,836 | 1,749 | 0.09% | 0.09% | 502 | -387 | -12.01% | Q1 2026 | Apr 28, 2026 |
| CSS LLC/IL | History | Added to | 2,810 | 1,733 | 0.08% | 0.07% | 503 | +230 | 8.91% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,789 | 1,721 | 0.0% | 0.0% | 504 | +1,295 | 86.68% | Q1 2026 | May 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 2,791 | 1,721 | 0.22% | 0.21% | 505 | -28 | -0.99% | Q1 2026 | May 08, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 2,781 | 1,715 | 0.3% | 0.35% | 506 | -475 | -14.59% | Q1 2026 | May 05, 2026 |
| Hardy Reed LLC | History | No change | 2,775 | 1,711 | 0.12% | 0.12% | 507 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TSFG, LLC | History | Reduced | 2,773 | 1,710 | 0.26% | 0.25% | 508 | -4 | -0.14% | Q1 2026 | Apr 27, 2026 |
| SK Wealth Management, LLC | History | Added to | 2,710 | 1,694 | 0.47% | 0.48% | 510 | +10 | 0.37% | Q1 2026 | May 06, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 2,747 | 1,694 | 0.36% | 0.35% | 509 | -2 | -0.07% | Q1 2026 | May 12, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 2,743 | 1,691 | 0.51% | 0.5% | 511 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pacific Point Advisors, LLC | History | No change | 2,742 | 1,691 | 0.89% | 0.89% | 512 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,712 | 1,672 | 1.0% | 0.96% | 513 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 2,705 | 1,668 | 0.09% | 0.09% | 514 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 2,700 | 1,665 | 0.18% | 0.17% | 515 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 2,694 | 1,661 | 0.26% | 0.23% | 516 | +627 | 30.33% | Q1 2026 | Apr 17, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 2,686 | 1,656 | 0.09% | 0.09% | 517 | -23 | -0.85% | Q1 2026 | Apr 24, 2026 |
| Edge Financial Advisors LLC | History | No change | 2,742 | 1,654 | 0.7% | 0.7% | 518 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,659 | 1,640 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 2,647 | 1,632 | 0.89% | 1.03% | 520 | -476 | -15.24% | Q1 2026 | Apr 21, 2026 |
| GEM Asset Management, LLC | History | No change | 2,622 | 1,617 | 0.71% | 0.73% | 521 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 2,617 | 1,614 | 0.44% | 0.43% | 522 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 2,607 | 1,608 | 0.03% | 0.03% | 523 | +57 | 2.24% | Q1 2026 | May 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,606 | 1,607 | 0.1% | 0.1% | 524 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 2,595 | 1,600 | 0.02% | 0.02% | 525 | -30 | -1.14% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Reduced | 2,571 | 1,585 | 0.05% | 0.06% | 526 | -20 | -0.77% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,565 | 1,581 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,560 | 1,578 | 0.06% | 0.06% | 528 | -237 | -8.47% | Q1 2026 | Apr 14, 2026 |
| XML Financial, LLC | History | Added to | 2,556 | 1,576 | 0.13% | 0.1% | 529 | +445 | 21.08% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 2,540 | 1,566 | 0.07% | 0.07% | 530 | -14 | -0.55% | Q1 2026 | Apr 28, 2026 |
| SEMITAM BONAM LLC | History | Reduced | 2,523 | 1,556 | 1.27% | 1.3% | 531 | -65 | -2.51% | Q1 2026 | Apr 21, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 2,518 | 1,553 | 0.9% | 1.12% | 532 | +23 | 0.92% | Q1 2026 | May 15, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 2,516 | 1,551 | 0.15% | — | 533 | +2,516 | New | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,513 | 1,549 | 0.0% | 0.0% | 534 | -20 | -0.79% | Q1 2026 | May 14, 2026 |
| Olde Wealth Management, LLC | History | No change | 2,500 | 1,545 | 0.49% | 0.47% | 535 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Black Maple Capital Management LP | History | Added to | 2,500 | 1,541 | 0.86% | 0.84% | 536 | +500 | 25.0% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Reduced | 2,494 | 1,538 | 0.13% | 0.12% | 537 | -28 | -1.11% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 2,489 | 1,535 | 0.16% | 0.15% | 538 | -16 | -0.64% | Q1 2026 | Apr 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 2,480 | 1,529 | 0.11% | 0.11% | 539 | -107 | -4.14% | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 2,475 | 1,526 | 0.03% | 0.03% | 540 | -286 | -10.36% | Q1 2026 | May 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,474 | 1,525 | 0.1% | 0.07% | 541 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EQUITABLE TRUST CO | History | No change | 2,470 | 1,523 | 0.07% | 0.07% | 542 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Accredited Investors Inc. | History | Added to | 2,468 | 1,522 | 0.08% | 0.08% | 543 | +25 | 1.02% | Q1 2026 | Apr 30, 2026 |
| Disciplined Investments, LLC | History | Reduced | 2,464 | 1,519 | 0.55% | 0.57% | 544 | -9 | -0.36% | Q1 2026 | May 12, 2026 |
| Bedminster, LLC | History | Reduced | 2,457 | 1,515 | 1.41% | 1.51% | 545 | -272 | -9.97% | Q1 2026 | Apr 24, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 2,453 | 1,512 | 0.59% | 0.38% | 546 | +762 | 45.06% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,452 | 1,512 | 0.14% | 0.13% | 547 | +23 | 0.95% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,439 | 1,505 | 0.04% | 0.04% | 548 | +152 | 6.65% | Q1 2026 | Apr 21, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,403 | 1,482 | 0.12% | 0.11% | 549 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,398 | 1,478 | 0.16% | 0.15% | 550 | -13 | -0.54% | Q1 2026 | Apr 28, 2026 |
| Element Wealth, LLC | History | Reduced | 2,395 | 1,477 | 0.61% | 0.61% | 551 | -40 | -1.64% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 2,379 | 1,467 | 0.2% | 0.19% | 552 | +152 | 6.83% | Q1 2026 | Apr 23, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 2,433 | 1,467 | 0.14% | 0.13% | 553 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 2,374 | 1,464 | 0.49% | 0.46% | 554 | +63 | 2.73% | Q1 2026 | May 05, 2026 |
| GM Advisory Group, LLC | History | Added to | 2,369 | 1,460 | 0.06% | 0.05% | 555 | +166 | 7.54% | Q1 2026 | Apr 28, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 2,353 | 1,451 | 0.17% | 0.15% | 556 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 2,351 | 1,450 | 1.15% | 1.13% | 557 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 2,331 | 1,437 | 0.0% | 0.0% | 558 | -4 | -0.17% | Q1 2026 | May 01, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 2,318 | 1,429 | 0.1% | 0.09% | 559 | -43 | -1.82% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,316 | 1,428 | 0.01% | 0.0% | 560 | +869 | 60.06% | Q1 2026 | Apr 30, 2026 |
| WJ Financial Advisors LLC | History | Added to | 2,306 | 1,422 | 1.15% | 1.2% | 561 | +70 | 3.13% | Q1 2026 | May 04, 2026 |
| American Capital Advisory, LLC | History | Added to | 2,283 | 1,408 | 0.57% | 0.6% | 562 | +4 | 0.18% | Q1 2026 | Apr 29, 2026 |
| Allred Capital Management, LLC | History | No change | 2,263 | 1,395 | 0.51% | 0.49% | 563 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 2,256 | 1,391 | 0.58% | 0.48% | 564 | +113 | 5.27% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 2,241 | 1,382 | 0.11% | 0.11% | 565 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,226 | 1,373 | 0.04% | 0.02% | 566 | +1,199 | 116.75% | Q1 2026 | May 11, 2026 |
| Plancorp, LLC | History | No change | 2,129 | 1,369 | 0.04% | 0.04% | 567 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kennebec Savings Bank | History | No change | 2,210 | 1,363 | 1.22% | 1.15% | 568 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,208 | 1,361 | 0.03% | 0.04% | 569 | -310 | -12.31% | Q1 2026 | Apr 29, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 2,202 | 1,358 | 0.12% | 0.11% | 570 | -55 | -2.44% | Q1 2026 | May 05, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 2,019 | 1,351 | 0.41% | 0.42% | 571 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,188 | 1,349 | 0.08% | 0.02% | 572 | -11,444 | -83.95% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,181 | 1,345 | 0.06% | 0.04% | 573 | +639 | 41.44% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,167 | 1,336 | 0.06% | 0.07% | 574 | -164 | -7.04% | Q1 2026 | Apr 06, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 2,157 | 1,330 | 1.0% | 1.01% | 576 | -32 | -1.46% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Reduced | 2,157 | 1,330 | 0.22% | 0.21% | 575 | -4 | -0.19% | Q1 2026 | Apr 16, 2026 |
| Sunflower Bank, N.A. | History | No change | 2,148 | 1,324 | 0.34% | 0.33% | 577 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FF Advisors,LLC | History | No change | 1,984 | 1,315 | 0.53% | 0.53% | 578 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 2,130 | 1,313 | 0.81% | 1.01% | 579 | -328 | -13.34% | Q1 2026 | May 05, 2026 |
| TCTC Holdings, LLC | History | No change | 2,127 | 1,311 | 0.04% | 0.04% | 580 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DV Trading LLC | History | Reduced | 2,123 | 1,309 | 0.03% | 0.04% | 581 | -226 | -9.62% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 2,110 | 1,304 | 0.27% | 0.31% | 582 | -303 | -12.56% | Q1 2026 | May 13, 2026 |
| ROCKLAND TRUST CO | History | Added to | 2,109 | 1,300 | 0.05% | 0.04% | 583 | +278 | 15.18% | Q1 2026 | Apr 16, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 2,108 | 1,300 | 0.28% | 0.31% | 584 | -8 | -0.38% | Q1 2026 | May 01, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 2,104 | 1,298 | 0.13% | 0.13% | 585 | -20 | -0.94% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,095 | 1,292 | 0.04% | 0.04% | 586 | +345 | 19.71% | Q1 2026 | May 15, 2026 |
| Emprise Bank | History | Reduced | 2,096 | 1,292 | 0.52% | 0.53% | 587 | -25 | -1.18% | Q1 2026 | Apr 20, 2026 |
| Evanson Asset Management, LLC | History | Added to | 2,092 | 1,290 | 0.07% | 0.07% | 588 | +21 | 1.01% | Q1 2026 | Apr 08, 2026 |
| BANK OF HAWAII | History | No change | 2,087 | 1,287 | 0.07% | 0.06% | 589 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 2,067 | 1,277 | 0.27% | 0.28% | 590 | +6 | 0.29% | Q1 2026 | May 05, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 2,069 | 1,276 | 0.28% | 0.28% | 591 | -51 | -2.41% | Q1 2026 | May 11, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 2,063 | 1,272 | 0.73% | 0.74% | 592 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 2,058 | 1,269 | 0.09% | 0.09% | 593 | -73 | -3.43% | Q1 2026 | Apr 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 2,055 | 1,267 | 0.07% | 0.07% | 594 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,053 | 1,266 | 0.07% | 0.07% | 595 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TruWealth Advisors, LLC | History | No change | 2,050 | 1,264 | 0.06% | 0.06% | 596 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 2,048 | 1,263 | 0.02% | 0.01% | 597 | +120 | 6.22% | Q1 2026 | Apr 28, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 2,033 | 1,253 | 0.3% | 0.3% | 598 | -3 | -0.15% | Q1 2026 | Apr 08, 2026 |
| Gator Capital Management, LLC | History | No change | 2,028 | 1,250 | 0.26% | 0.25% | 599 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 2,023 | 1,247 | 0.04% | 0.05% | 600 | -499 | -19.79% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Added to | 1,858 | 1,243 | 0.03% | 0.03% | 601 | +827 | 80.21% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | Reduced | 2,013 | 1,241 | 0.02% | 0.02% | 602 | -44 | -2.14% | Q1 2026 | May 13, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 2,005 | 1,236 | 0.13% | 0.13% | 603 | -36 | -1.76% | Q1 2026 | May 06, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 1,993 | 1,235 | 0.22% | 0.2% | 605 | +2 | 0.1% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,004 | 1,235 | 0.07% | 0.06% | 604 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Planning Advisors, LLC | History | No change | 2,000 | 1,233 | 0.18% | 0.16% | 606 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NCM Capital Management, LLC | History | No change | 1,988 | 1,226 | 0.44% | 0.44% | 607 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,978 | 1,220 | 0.05% | 0.04% | 608 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 1,967 | 1,216 | 0.33% | 0.39% | 609 | +465 | 30.96% | Q1 2026 | Apr 08, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 1,966 | 1,212 | 0.08% | 0.08% | 610 | -15 | -0.76% | Q1 2026 | May 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 1,962 | 1,210 | 0.17% | 0.19% | 611 | -21 | -1.06% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Added to | 1,960 | 1,208 | 0.01% | 0.0% | 612 | +1,000 | 104.17% | Q1 2026 | May 14, 2026 |
| First City Capital Management, Inc. | History | Added to | 1,955 | 1,205 | 0.64% | 0.61% | 613 | +45 | 2.36% | Q1 2026 | Apr 17, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 1,955 | 1,205 | 0.08% | 0.07% | 614 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 1,941 | 1,197 | 0.19% | 0.18% | 615 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,919 | 1,194 | 0.26% | 0.25% | 616 | +53 | 2.84% | Q1 2026 | Apr 08, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 1,927 | 1,188 | 1.02% | — | 617 | +1,927 | New | Q1 2026 | Apr 13, 2026 |
| Fiera Capital Corp | History | No change | 1,913 | 1,179 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 1,910 | 1,178 | 0.03% | 0.03% | 619 | -25 | -1.29% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 1,963 | 1,175 | 0.07% | 0.05% | 620 | +1 | 0.05% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1,903 | 1,173 | 0.22% | 0.2% | 622 | -43 | -2.21% | Q1 2026 | May 20, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 1,903 | 1,173 | 0.09% | 0.08% | 621 | -10 | -0.52% | Q1 2026 | May 07, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 1,897 | 1,169 | 0.45% | 0.46% | 623 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 1,892 | 1,166 | 0.03% | 0.02% | 624 | +278 | 17.22% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Group, LLC | History | No change | 1,887 | 1,163 | 0.54% | 0.55% | 625 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Taylor Financial Group, Inc. | History | No change | 1,883 | 1,161 | 0.7% | 0.67% | 626 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,879 | 1,158 | 0.02% | 0.02% | 627 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Forza Wealth Management, LLC | History | No change | 1,876 | 1,157 | 0.4% | 0.41% | 628 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 1,872 | 1,156 | 0.05% | 0.05% | 629 | -50 | -2.6% | Q1 2026 | Jun 08, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 1,874 | 1,155 | 0.0% | 0.0% | 630 | -1,654 | -46.88% | Q1 2026 | May 06, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Added to | 1,871 | 1,153 | 0.04% | 0.03% | 631 | +322 | 20.79% | Q1 2026 | Apr 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 1,788 | 1,153 | 0.07% | 0.07% | 633 | -99 | -5.25% | Q1 2026 | Apr 17, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 1,870 | 1,153 | 0.04% | 0.04% | 632 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 1,869 | 1,152 | 0.07% | 0.09% | 634 | -600 | -24.3% | Q1 2026 | May 11, 2026 |
| SVB WEALTH LLC | History | Reduced | 1,867 | 1,151 | 0.08% | 0.07% | 635 | -65 | -3.36% | Q1 2026 | Apr 17, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 1,860 | 1,147 | 0.4% | 0.5% | 638 | -515 | -21.68% | Q1 2026 | Apr 29, 2026 |
| E&G Advisors, LP | History | Added to | 1,860 | 1,147 | 0.26% | 0.25% | 637 | +25 | 1.36% | Q1 2026 | Apr 21, 2026 |
| High Falls Advisors, Inc | History | No change | 1,902 | 1,147 | 0.23% | 0.23% | 636 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 1,857 | 1,145 | 0.04% | 0.01% | 639 | +1,462 | 370.13% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,896 | 1,143 | 0.05% | 0.05% | 640 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Long Road Investment Counsel, LLC | History | No change | 1,850 | 1,141 | 0.45% | 0.42% | 641 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 1,850 | 1,141 | 0.15% | 0.14% | 642 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 1,843 | 1,136 | 0.06% | 0.06% | 643 | -191 | -9.39% | Q1 2026 | Apr 27, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 1,840 | 1,134 | 0.23% | 0.21% | 645 | -4 | -0.22% | Q1 2026 | Apr 16, 2026 |
| HOWE & RUSLING INC | History | No change | 1,840 | 1,134 | 0.07% | 0.07% | 644 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glassman Wealth Services | History | Added to | 1,836 | 1,132 | 0.15% | 0.14% | 646 | +97 | 5.58% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 1,834 | 1,131 | 0.04% | 0.03% | 647 | +41 | 2.29% | Q1 2026 | Apr 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,821 | 1,123 | 0.01% | 0.01% | 648 | +187 | 11.44% | Q1 2026 | Apr 27, 2026 |
| Manchester Capital Management LLC | History | No change | 1,799 | 1,109 | 0.16% | 0.15% | 649 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 1,797 | 1,108 | 0.3% | 0.18% | 650 | +743 | 70.49% | Q1 2026 | May 05, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | Reduced | 1,796 | 1,107 | 0.24% | 0.24% | 651 | -32 | -1.75% | Q1 2026 | Jun 08, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 1,790 | 1,104 | 0.18% | 0.17% | 652 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advantage, Inc. | History | Reduced | 1,784 | 1,100 | 0.14% | 0.15% | 653 | -2 | -0.11% | Q1 2026 | Apr 10, 2026 |
| Sunpointe, LLC | History | Reduced | 1,780 | 1,098 | 0.36% | 0.36% | 654 | -25 | -1.39% | Q1 2026 | Apr 21, 2026 |
| Cadence Bank | History | No change | 1,818 | 1,096 | 0.06% | 0.06% | 655 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CREDIT AGRICOLE S A | History | No change | 1,776 | 1,095 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Services | History | Added to | 1,769 | 1,091 | 0.27% | 0.23% | 657 | +254 | 16.77% | Q1 2026 | Apr 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 1,768 | 1,090 | 0.05% | 0.06% | 658 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SFM, LLC | History | Reduced | 1,764 | 1,087 | 0.66% | 0.62% | 659 | -1 | -0.06% | Q1 2026 | Apr 08, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 1,758 | 1,084 | 0.05% | 0.05% | 660 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 1,753 | 1,081 | 0.02% | — | 661 | +1,753 | New | Q1 2026 | Apr 15, 2026 |
| BigSur Wealth Management LLC | History | Added to | 1,740 | 1,075 | 0.3% | 0.21% | 662 | +300 | 20.83% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,741 | 1,073 | 0.01% | 0.01% | 665 | +780 | 81.17% | Q1 2026 | May 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 1,740 | 1,073 | 0.29% | 0.24% | 663 | +269 | 18.29% | Q1 2026 | May 04, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 1,740 | 1,073 | 0.2% | 0.2% | 664 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 1,738 | 1,071 | 0.03% | 0.03% | 666 | +288 | 19.86% | Q1 2026 | Apr 16, 2026 |
| Moment Partners, LLC | History | No change | 1,728 | 1,068 | 0.19% | 0.22% | 667 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,727 | 1,064 | 0.06% | 0.06% | 668 | +90 | 5.5% | Q1 2026 | May 11, 2026 |
| Paragon Capital Management Ltd | History | No change | 1,700 | 1,048 | 0.22% | 0.2% | 669 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cannon Capital Management, Inc. | History | Reduced | 1,691 | 1,043 | 0.85% | 1.12% | 671 | -430 | -20.27% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | No change | 1,687 | 1,043 | 0.03% | 0.03% | 670 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 1,687 | 1,040 | 0.82% | 0.77% | 672 | +71 | 4.39% | Q1 2026 | Apr 20, 2026 |
| Darrow Company, Inc. | History | No change | 1,683 | 1,038 | 0.47% | 0.46% | 673 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 1,537 | 1,033 | 0.65% | 0.73% | 674 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 1,671 | 1,030 | 0.03% | 0.03% | 675 | -134 | -7.42% | Q1 2026 | May 04, 2026 |
| Legacy Private Trust Co. | History | No change | 1,665 | 1,026 | 0.06% | 0.06% | 676 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Jordan Park Group LLC | History | No change | 1,664 | 1,026 | 0.05% | 0.06% | 677 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 1,657 | 1,019 | 0.14% | — | 678 | +1,657 | New | Q1 2026 | Jun 01, 2026 |
| Fiduciary Alliance LLC | History | Added to | 1,561 | 1,016 | 0.06% | 0.06% | 680 | +163 | 11.66% | Q1 2026 | Apr 20, 2026 |
| Old North State Trust, LLC | History | No change | 1,648 | 1,016 | 0.6% | 0.59% | 679 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 1,646 | 1,015 | 0.29% | 0.3% | 681 | -164 | -9.06% | Q1 2026 | May 11, 2026 |
| Berger Financial Group, Inc | History | Reduced | 1,630 | 1,005 | 0.06% | 0.06% | 682 | -10 | -0.61% | Q1 2026 | Apr 28, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 1,626 | 1,003 | 0.02% | 0.02% | 683 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,627 | 1,003 | 0.02% | 0.02% | 684 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| M3 Advisory Group, LLC | History | Added to | 1,621 | 999 | 0.62% | 0.58% | 685 | +40 | 2.53% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Added to | 1,620 | 998 | 0.03% | 0.03% | 686 | +67 | 4.31% | Q1 2026 | May 14, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 1,613 | 994 | 0.31% | 0.21% | 687 | +554 | 52.31% | Q1 2026 | May 13, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 1,607 | 991 | 0.17% | 0.17% | 688 | -5 | -0.31% | Q1 2026 | Apr 17, 2026 |
| SIG BROKERAGE, LP | History | No change | 1,600 | 986 | 0.03% | 0.03% | 689 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VeraBank, N.A. | History | No change | 1,600 | 986 | 0.18% | 0.18% | 690 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 1,592 | 981 | 0.25% | — | 691 | +1,592 | New | Q1 2026 | May 04, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 1,589 | 980 | 0.22% | 0.22% | 692 | +3 | 0.19% | Q1 2026 | Apr 27, 2026 |
| OneAscent Financial Services LLC | History | Added to | 1,572 | 969 | 0.05% | 0.04% | 693 | +873 | 124.89% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,571 | 968 | 0.01% | 0.01% | 694 | -16 | -1.01% | Q1 2026 | May 11, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 1,559 | 962 | 0.18% | 0.33% | 695 | -1,336 | -46.15% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 1,552 | 957 | 0.05% | 0.04% | 697 | +164 | 11.82% | Q1 2026 | Apr 23, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,435 | 957 | 0.06% | 0.06% | 696 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Added to | 1,549 | 956 | 0.05% | 0.02% | 698 | +669 | 76.02% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,536 | 947 | 0.01% | 0.01% | 699 | -229 | -12.97% | Q1 2026 | May 11, 2026 |
| Clarendon Private LLC | History | Added to | 1,528 | 942 | 0.72% | 0.78% | 700 | +6 | 0.39% | Q1 2026 | May 11, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 1,526 | 941 | 0.58% | 0.53% | 701 | +97 | 6.79% | Q1 2026 | Apr 08, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 1,507 | 929 | 0.29% | 0.29% | 702 | -6 | -0.4% | Q1 2026 | May 08, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 1,505 | 928 | 0.32% | 0.31% | 703 | +1 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 1,504 | 927 | 0.26% | 0.26% | 704 | -12 | -0.79% | Q1 2026 | May 12, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 1,502 | 926 | 0.35% | 0.34% | 705 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 1,494 | 921 | 0.31% | 0.3% | 706 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 1,491 | 919 | 0.63% | 1.38% | 708 | -1,716 | -53.51% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 1,491 | 919 | 0.01% | 0.01% | 707 | -21 | -1.39% | Q1 2026 | Apr 10, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 1,487 | 917 | 0.04% | 0.04% | 709 | +153 | 11.47% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,484 | 915 | 0.06% | 0.07% | 710 | +2 | 0.13% | Q1 2026 | May 14, 2026 |
| General Partner, Inc. | History | No change | 1,484 | 915 | 0.56% | 0.51% | 711 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 1,476 | 910 | 0.06% | 0.05% | 712 | +281 | 23.51% | Q1 2026 | May 12, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 1,472 | 907 | 0.08% | 0.08% | 713 | -326 | -18.13% | Q1 2026 | May 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 1,469 | 906 | 0.69% | 0.69% | 714 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 1,468 | 905 | 0.22% | 0.21% | 715 | +11 | 0.75% | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 1,466 | 904 | 0.32% | 0.3% | 716 | +64 | 4.56% | Q1 2026 | Apr 22, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,463 | 902 | 0.2% | 0.21% | 717 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 1,460 | 900 | 0.23% | 0.24% | 718 | -37 | -2.47% | Q1 2026 | Apr 10, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 1,457 | 900 | 0.1% | 0.09% | 719 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LCNB CORP | History | Added to | 1,455 | 897 | 0.3% | 0.28% | 720 | +50 | 3.56% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,455 | 897 | 0.11% | 0.11% | 721 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 1,453 | 896 | 0.17% | 0.17% | 722 | -10 | -0.68% | Q1 2026 | Apr 13, 2026 |
| American Money Management, LLC | History | Reduced | 1,452 | 895 | 0.14% | 0.14% | 723 | -58 | -3.84% | Q1 2026 | May 11, 2026 |
| Petix & Botte Co | History | No change | 1,450 | 894 | 0.2% | 0.2% | 724 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sachetta, LLC | History | Reduced | 1,433 | 884 | 0.48% | 0.51% | 725 | -116 | -7.49% | Q1 2026 | May 01, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 1,429 | 881 | 0.32% | 0.32% | 726 | -70 | -4.67% | Q1 2026 | Apr 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 1,424 | 880 | 0.14% | 0.14% | 727 | -2 | -0.14% | Q1 2026 | May 06, 2026 |
| WealthSpring Partners, LLC | History | Added to | 1,417 | 874 | 0.8% | 0.87% | 728 | +3 | 0.21% | Q1 2026 | Apr 20, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 1,413 | 871 | 0.12% | 0.1% | 729 | +176 | 14.23% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,410 | 869 | 0.02% | 0.02% | 730 | -6 | -0.42% | Q1 2026 | Apr 13, 2026 |
| Leisure Capital Management | History | No change | 1,405 | 866 | 0.3% | 0.28% | 731 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 1,400 | 863 | 0.02% | 0.02% | 732 | -15 | -1.06% | Q1 2026 | May 13, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 1,400 | 863 | 0.02% | 0.01% | 733 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LAM GROUP, INC. | History | No change | 1,400 | 863 | 0.47% | 0.48% | 734 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clarius Group, LLC | History | No change | 1,426 | 860 | 0.05% | 0.05% | 735 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 1,393 | 859 | 0.13% | 0.1% | 736 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Renaissance Investment Group LLC | History | Reduced | 1,387 | 855 | 0.18% | 0.19% | 737 | -206 | -12.93% | Q1 2026 | Apr 15, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 1,383 | 852 | 0.51% | 0.5% | 738 | +1 | 0.07% | Q1 2026 | Apr 15, 2026 |
| FCA CORP /TX | History | No change | 1,380 | 851 | 0.24% | 0.23% | 739 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| United Community Bank | History | Added to | 1,377 | 849 | 0.28% | 0.3% | 740 | +40 | 2.99% | Q1 2026 | Apr 24, 2026 |
| M. Kraus & Co | History | No change | 1,375 | 848 | 0.25% | 0.23% | 741 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 1,373 | 846 | 0.11% | 0.11% | 742 | +1 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Towne Trust Company, N.A | History | No change | 1,370 | 844 | 0.27% | 0.26% | 743 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 1,369 | 844 | 0.26% | 0.28% | 744 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ashford Advisors, LLC | History | No change | 1,361 | 841 | 0.2% | 0.18% | 745 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BankPlus Trust Department | History | No change | 1,362 | 840 | 0.22% | 0.21% | 746 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,359 | 838 | 0.01% | 0.01% | 747 | +114 | 9.16% | Q1 2026 | May 12, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 1,344 | 835 | 0.18% | 0.2% | 749 | -187 | -12.21% | Q1 2026 | May 13, 2026 |
| Opulen Financial Group LLC | History | Reduced | 1,354 | 835 | 0.59% | 0.6% | 750 | -9 | -0.66% | Q1 2026 | Apr 29, 2026 |
| McGuire Investment Group, LLC | History | No change | 1,354 | 835 | 0.09% | 0.09% | 748 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 1,349 | 832 | 0.01% | 0.01% | 751 | -16 | -1.17% | Q1 2026 | May 05, 2026 |
| VIAWEALTH, LLC | History | No change | 1,325 | 817 | 0.45% | 0.45% | 752 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 1,319 | 813 | 0.44% | 0.43% | 753 | +29 | 2.25% | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 1,316 | 811 | 0.1% | 0.11% | 754 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 1,308 | 806 | 0.02% | 0.02% | 755 | +24 | 1.87% | Q1 2026 | May 14, 2026 |
| Rise Advisors, LLC | History | Added to | 1,293 | 804 | 0.28% | 0.27% | 756 | +44 | 3.52% | Q1 2026 | Apr 03, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 1,301 | 802 | 0.55% | 0.58% | 758 | -146 | -10.09% | Q1 2026 | Apr 16, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 1,300 | 802 | 0.06% | 0.05% | 757 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 1,298 | 800 | 0.61% | 0.58% | 759 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| L & S Advisors Inc | History | Reduced | 1,289 | 795 | 0.1% | 0.12% | 760 | -835 | -39.31% | Q1 2026 | May 11, 2026 |
| Apeiron RIA LLC | History | Added to | 1,289 | 794 | 0.18% | 0.15% | 761 | +157 | 13.87% | Q1 2026 | Apr 27, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 1,175 | 790 | 0.28% | 0.3% | 762 | -10 | -0.84% | Q1 2026 | May 08, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,277 | 787 | 0.63% | 0.69% | 763 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 1,267 | 784 | 0.04% | 0.04% | 764 | -33 | -2.54% | Q1 2026 | May 12, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 1,268 | 782 | 0.04% | 0.04% | 765 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,265 | 780 | 0.15% | 0.14% | 766 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 1,260 | 779 | 0.62% | 0.63% | 767 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 1,261 | 777 | 0.51% | 0.41% | 768 | -413 | -24.67% | Q1 2026 | May 06, 2026 |
| Cypress Capital, LLC | History | Added to | 1,261 | 777 | 0.22% | 0.18% | 770 | +207 | 19.64% | Q1 2026 | Apr 28, 2026 |
| Holistic Financial Partners | History | Added to | 1,261 | 777 | 0.29% | 0.28% | 769 | +3 | 0.24% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,258 | 775 | 0.0% | 0.0% | 771 | -270 | -17.67% | Q1 2026 | Apr 15, 2026 |
| Miramar Capital, LLC | History | No change | 1,252 | 772 | 0.17% | 0.16% | 772 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avalon Trust Co | History | Added to | 1,250 | 770 | 0.05% | 0.04% | 773 | +250 | 25.0% | Q1 2026 | May 06, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 1,242 | 766 | 0.07% | 0.06% | 774 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ground Swell Capital, LLC | History | New | 1,241 | 765 | 1.51% | — | 776 | +1,241 | New | Q1 2026 | Apr 21, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,241 | 765 | 0.27% | 0.29% | 775 | +5 | 0.4% | Q1 2026 | May 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 1,235 | 761 | 0.02% | 0.01% | 777 | +50 | 4.22% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 1,228 | 757 | 0.01% | 0.01% | 778 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CGN Advisors LLC | History | No change | 1,225 | 755 | 0.06% | 0.06% | 779 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 1,224 | 754 | 0.03% | 0.03% | 780 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 1,220 | 752 | 0.25% | 0.21% | 781 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 1,216 | 749 | 0.89% | 0.64% | 783 | -8 | -0.65% | Q1 2026 | Apr 28, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,215 | 749 | 0.05% | 0.05% | 782 | +1 | 0.08% | Q1 2026 | Jun 09, 2026 |
| FCG Investment Co | History | New | 1,210 | 746 | 0.33% | — | 784 | +1,210 | New | Q1 2026 | Apr 09, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 1,208 | 744 | 0.02% | 0.02% | 785 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Brightwater Advisory LLC | History | Added to | 1,197 | 738 | 0.49% | 0.48% | 786 | +20 | 1.7% | Q1 2026 | Apr 30, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,190 | 733 | 0.05% | 0.04% | 787 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Omega Financial Group, LLC | History | Reduced | 1,179 | 727 | 0.24% | 0.27% | 788 | -182 | -13.37% | Q1 2026 | May 12, 2026 |
| Aerodigm Wealth, LLC | History | No change | 1,178 | 726 | 0.27% | 0.27% | 789 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cascade Financial Partners, LLC | History | No change | 1,175 | 724 | 0.07% | 0.07% | 790 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STAR Financial Bank | History | Reduced | 1,167 | 719 | 0.34% | 0.38% | 791 | -78 | -6.27% | Q1 2026 | May 08, 2026 |
| Stanich Group LLC | History | Reduced | 1,156 | 712 | 0.54% | 0.53% | 792 | -5 | -0.43% | Q1 2026 | Apr 15, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 1,154 | 711 | 0.02% | 0.02% | 793 | -8 | -0.69% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,152 | 710 | 0.05% | 0.05% | 794 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 1,151 | 709 | 0.03% | 0.03% | 795 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Reduced | 1,142 | 705 | 0.02% | 0.02% | 798 | -34 | -2.89% | Q1 2026 | Apr 06, 2026 |
| Truepoint, Inc. | History | Reduced | 1,144 | 705 | 0.02% | 0.02% | 797 | -13 | -1.12% | Q1 2026 | May 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 1,142 | 705 | 0.34% | 0.33% | 796 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Reduced | 1,142 | 704 | 0.67% | 0.66% | 799 | -30 | -2.56% | Q1 2026 | Apr 14, 2026 |
| Livet Wealth, LLC | History | Reduced | 1,141 | 703 | 0.45% | 0.43% | 801 | -9 | -0.78% | Q1 2026 | Apr 24, 2026 |
| Rathbones Group PLC | History | No change | 1,140 | 703 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 1,054 | 700 | 0.29% | 0.31% | 802 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| New Hampshire Trust | History | No change | 1,134 | 699 | 0.14% | 0.13% | 803 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Single Point Partners, LLC | History | No change | 1,131 | 697 | 0.14% | 0.13% | 804 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mirador Capital Partners LP | History | Added to | 1,124 | 693 | 0.1% | 0.09% | 805 | +57 | 5.34% | Q1 2026 | Apr 08, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 1,119 | 690 | 0.41% | 0.44% | 806 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marion Wealth Management | History | Added to | 1,114 | 687 | 0.15% | 0.16% | 807 | +3 | 0.27% | Q1 2026 | May 12, 2026 |
| Jacksonville Wealth Management, LLC | History | Reduced | 1,109 | 683 | 0.46% | 0.48% | 809 | -17 | -1.51% | Q1 2026 | Apr 28, 2026 |
| Summit Asset Management, LLC | History | No change | 1,108 | 683 | 0.1% | 0.09% | 808 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 1,107 | 682 | 0.03% | 0.03% | 810 | -3 | -0.27% | Q1 2026 | Apr 28, 2026 |
| Round Rock Advisors LLC | History | Reduced | 1,101 | 679 | 0.1% | 0.1% | 811 | -43 | -3.76% | Q1 2026 | May 15, 2026 |
| River Street Advisors LLC | History | Added to | 1,098 | 677 | 0.23% | 0.24% | 812 | +35 | 3.29% | Q1 2026 | Apr 21, 2026 |
| Peak Planning Group, LLC | History | Reduced | 1,097 | 676 | 0.19% | 0.2% | 813 | -110 | -9.11% | Q1 2026 | Apr 22, 2026 |
| Carrera Capital Advisors | History | Reduced | 1,091 | 674 | 0.1% | 0.15% | 814 | -336 | -23.55% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,084 | 668 | 0.0% | 0.01% | 815 | -395 | -26.71% | Q1 2026 | May 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 1,077 | 665 | 0.03% | 0.02% | 816 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 1,077 | 664 | 0.05% | 0.05% | 817 | -9 | -0.83% | Q1 2026 | Apr 28, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 1,078 | 664 | 0.09% | 0.09% | 818 | +1 | 0.09% | Q1 2026 | May 04, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,075 | 663 | 0.05% | 0.06% | 819 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Royal Fund Management, LLC | History | No change | 1,075 | 663 | 0.06% | 0.06% | 820 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 1,075 | 662 | 0.05% | 0.05% | 821 | -8 | -0.74% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 1,093 | 659 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MRWM Advisors, LLC | History | Added to | 1,068 | 658 | 0.36% | 0.28% | 823 | +190 | 21.64% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Reduced | 1,065 | 656 | 0.02% | 0.03% | 824 | -10 | -0.93% | Q1 2026 | Jun 18, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 1,064 | 656 | 0.05% | 0.05% | 825 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Daytona Street Capital LLC | History | No change | 1,050 | 656 | 0.51% | 0.49% | 826 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 1,062 | 655 | 0.08% | 0.12% | 827 | -543 | -33.83% | Q1 2026 | Apr 10, 2026 |
| WBH ADVISORY INC | History | No change | 1,046 | 650 | 0.05% | 0.05% | 828 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| First Western Trust Bank | History | No change | 1,055 | 650 | 0.03% | 0.03% | 829 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Reduced | 1,049 | 646 | 0.06% | 0.06% | 830 | -23 | -2.15% | Q1 2026 | Apr 17, 2026 |
| Citizens Business Bank | History | No change | 1,041 | 642 | 0.11% | 0.1% | 831 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| River Wealth Advisors LLC | History | Reduced | 1,036 | 638 | 0.07% | 0.08% | 832 | -135 | -11.53% | Q1 2026 | May 13, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 1,035 | 638 | 0.14% | 0.14% | 833 | -5 | -0.48% | Q1 2026 | Apr 20, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 1,034 | 637 | 0.0% | 0.0% | 834 | +147 | 16.57% | Q1 2026 | Apr 14, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 1,034 | 637 | 0.09% | 0.09% | 835 | +17 | 1.67% | Q1 2026 | Apr 13, 2026 |
| WorthPointe, LLC | History | No change | 1,032 | 636 | 0.17% | 0.16% | 836 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Members Trust Co | History | No change | 1,030 | 635 | 0.02% | 0.02% | 837 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BAXTER BROS INC | History | No change | 1,023 | 630 | 0.08% | 0.07% | 838 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,017 | 627 | 0.01% | 0.01% | 839 | +1 | 0.1% | Q1 2026 | Apr 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,015 | 625 | 0.01% | 0.01% | 840 | +233 | 29.8% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 1,011 | 623 | 0.02% | 0.02% | 841 | +1 | 0.1% | Q1 2026 | Apr 22, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 1,010 | 622 | 0.02% | 0.02% | 842 | -29 | -2.79% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Reduced | 1,008 | 621 | 0.04% | 0.08% | 844 | -1,219 | -54.74% | Q1 2026 | May 04, 2026 |
| Nemes Rush Group LLC | History | Reduced | 1,008 | 621 | 0.06% | 0.06% | 846 | -113 | -10.08% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 1,008 | 621 | 0.03% | 0.03% | 845 | +1 | 0.1% | Q1 2026 | Apr 28, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 1,007 | 621 | 0.06% | 0.05% | 843 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 1,004 | 619 | 0.18% | 0.14% | 847 | -523 | -34.25% | Q1 2026 | Apr 24, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 1,002 | 617 | 0.02% | 0.01% | 848 | +3 | 0.3% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | Reduced | 998 | 615 | 0.01% | 0.02% | 849 | -211 | -17.45% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 1,008 | 614 | 0.01% | 0.01% | 850 | -81 | -7.44% | Q1 2026 | May 08, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 994 | 613 | 0.4% | 0.4% | 851 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 993 | 612 | 0.14% | 0.14% | 853 | -7 | -0.7% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 994 | 612 | 0.01% | 0.01% | 852 | +1 | 0.1% | Q1 2026 | May 01, 2026 |
| SEVEN MILE ADVISORY | History | No change | 992 | 611 | 0.44% | 0.1% | 854 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Broadview Financial Management, LLC | History | Added to | 990 | 610 | 0.42% | 0.4% | 855 | +4 | 0.41% | Q1 2026 | May 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 989 | 609 | 0.04% | 0.04% | 856 | -3 | -0.3% | Q1 2026 | May 05, 2026 |
| Tanager Wealth Management LLP | History | No change | 988 | 609 | 0.06% | 0.06% | 857 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 917 | 608 | 0.1% | 0.09% | 858 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Diversified Enterprises, LLC | History | New | 985 | 607 | 0.03% | — | 859 | +985 | New | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 983 | 606 | 0.0% | 0.0% | 860 | +578 | 142.72% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 975 | 601 | 0.03% | 0.03% | 862 | -78 | -7.41% | Q1 2026 | May 04, 2026 |
| Glenview Trust Co | History | Added to | 976 | 601 | 0.01% | 0.01% | 861 | +24 | 2.52% | Q1 2026 | May 08, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 885 | 597 | 0.01% | 0.01% | 863 | +12 | 1.37% | Q1 2026 | May 11, 2026 |
| Maren Capital LLC | History | No change | 964 | 594 | 0.03% | 0.03% | 864 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pollock Investment Advisors, LLC | History | No change | 985 | 594 | 0.44% | 0.44% | 865 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BSW Wealth Partners | History | No change | 960 | 592 | 0.07% | 0.07% | 866 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FWG Holdings, LLC | History | Reduced | 946 | 591 | 0.22% | 0.25% | 867 | -31 | -3.17% | Q1 2026 | Apr 13, 2026 |
| Clear Trail Advisors, LLC | History | No change | 953 | 587 | 0.1% | 0.13% | 868 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Smithfield Trust Co | History | Reduced | 955 | 586 | 0.03% | 0.03% | 869 | -29 | -2.95% | Q1 2026 | May 08, 2026 |
| GHE, LLC | History | Reduced | 949 | 585 | 0.24% | 0.24% | 871 | -251 | -20.92% | Q1 2026 | May 04, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 949 | 585 | 0.3% | 0.28% | 870 | -4 | -0.42% | Q1 2026 | Apr 20, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 944 | 582 | 0.16% | 0.18% | 872 | -184 | -16.31% | Q1 2026 | Apr 22, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 938 | 580 | 0.11% | 0.14% | 873 | -390 | -29.37% | Q1 2026 | May 14, 2026 |
| HTG Investment Advisors, Inc. | History | New | 940 | 579 | 0.16% | — | 875 | +940 | New | Q1 2026 | Apr 27, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 871 | 579 | 0.12% | 0.12% | 874 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bell Bank | History | No change | 935 | 576 | 0.02% | 0.02% | 876 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 932 | 574 | 0.01% | 0.01% | 877 | -170 | -15.43% | Q1 2026 | Apr 20, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 928 | 572 | 0.54% | 0.54% | 878 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HCR Wealth Advisors | History | No change | 926 | 571 | 0.06% | 0.06% | 879 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LEE DANNER & BASS INC | History | No change | 925 | 570 | 0.04% | 0.04% | 880 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 923 | 569 | 0.03% | 0.06% | 881 | -1,099 | -54.35% | Q1 2026 | May 04, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 922 | 568 | 0.35% | — | 882 | +922 | New | Q1 2026 | Apr 14, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 920 | 567 | 0.02% | 0.02% | 883 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 917 | 565 | 0.01% | 0.01% | 884 | -5 | -0.54% | Q1 2026 | May 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 926 | 558 | 0.03% | 0.03% | 885 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| First PREMIER Bank | History | No change | 902 | 556 | 0.13% | 0.12% | 886 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Eagle Strategies LLC | History | Added to | 900 | 555 | 0.07% | 0.07% | 887 | +34 | 3.93% | Q1 2026 | Apr 20, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 898 | 553 | 0.04% | 0.06% | 888 | +132 | 17.23% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 897 | 553 | 0.04% | 0.05% | 889 | -80 | -8.19% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 830 | 552 | 0.04% | 0.02% | 890 | +276 | 49.82% | Q1 2026 | Apr 22, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 892 | 550 | 0.02% | 0.02% | 891 | -7 | -0.78% | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, LLC | History | No change | 891 | 549 | 0.11% | 0.12% | 892 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| InTrack Investment Management Inc | History | Reduced | 889 | 548 | 0.31% | 0.54% | 894 | -710 | -44.4% | Q1 2026 | Apr 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 888 | 548 | 0.0% | 0.0% | 893 | +107 | 13.7% | Q1 2026 | Apr 07, 2026 |
| JNBA Financial Advisors | History | Reduced | 887 | 547 | 0.05% | 0.05% | 898 | -33 | -3.59% | Q1 2026 | Apr 22, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 887 | 547 | 0.01% | 0.01% | 896 | -10 | -1.11% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 888 | 547 | 0.01% | 0.01% | 895 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 887 | 547 | 0.05% | 0.05% | 897 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 888 | 547 | 0.08% | 0.08% | 899 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Creekside Partners | History | Reduced | 886 | 546 | 0.22% | 0.23% | 900 | -3 | -0.34% | Q1 2026 | Apr 21, 2026 |
| Dentgroup LLC | History | No change | 904 | 545 | 0.37% | 0.37% | 901 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 883 | 544 | 0.31% | 0.31% | 902 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 879 | 541 | 0.17% | 0.2% | 903 | -32 | -3.51% | Q1 2026 | May 04, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 877 | 540 | 0.11% | 0.11% | 904 | +3 | 0.34% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Reduced | 872 | 538 | 0.01% | 0.01% | 905 | -13 | -1.47% | Q1 2026 | Apr 23, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 870 | 536 | 0.09% | 0.09% | 906 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Naviter Wealth, LLC | History | No change | 866 | 535 | 0.07% | 0.07% | 907 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 866 | 534 | 0.06% | 0.05% | 908 | +55 | 6.78% | Q1 2026 | Apr 16, 2026 |
| Leo Wealth, LLC | History | Reduced | 865 | 533 | 0.04% | 0.04% | 909 | -55 | -5.98% | Q1 2026 | May 05, 2026 |
| UNITED BANK | History | Reduced | 858 | 529 | 0.07% | 0.08% | 910 | -167 | -16.29% | Q1 2026 | May 11, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 857 | 528 | 0.08% | 0.09% | 911 | -57 | -6.24% | Q1 2026 | Apr 30, 2026 |
| Shepherd Financial Partners LLC | History | No change | 855 | 527 | 0.05% | 0.05% | 912 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockline Wealth Management, LLC | History | No change | 855 | 527 | 0.11% | 0.1% | 913 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 849 | 523 | 0.1% | 0.09% | 914 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Montis Financial, LLC | History | No change | 848 | 522 | 0.11% | 0.1% | 915 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 846 | 521 | 0.35% | 0.38% | 916 | -85 | -9.13% | Q1 2026 | May 04, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 843 | 519 | 0.17% | 0.11% | 917 | +257 | 43.86% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 840 | 518 | 0.01% | 0.01% | 918 | -1 | -0.12% | Q1 2026 | May 13, 2026 |
| Platform Technology Partners | History | No change | 841 | 518 | 0.1% | 0.11% | 919 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 839 | 517 | 0.0% | 0.0% | 920 | +107 | 14.62% | Q1 2026 | May 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 838 | 516 | 0.02% | 0.02% | 922 | -50 | -5.63% | Q1 2026 | May 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 855 | 516 | 0.14% | 0.14% | 921 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 835 | 516 | 0.05% | 0.05% | 923 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 836 | 515 | 0.15% | 0.15% | 924 | -5 | -0.59% | Q1 2026 | May 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 852 | 513 | 0.04% | 0.04% | 925 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 831 | 512 | 0.22% | 0.2% | 926 | -8 | -0.95% | Q1 2026 | May 01, 2026 |
| Stillwater Capital Advisors, LLC | History | New | 830 | 511 | 0.06% | — | 927 | +830 | New | Q1 2026 | Apr 10, 2026 |
| Brooklyn Investment Group | History | New | 829 | 511 | 0.02% | — | 928 | +829 | New | Q1 2026 | Apr 29, 2026 |
| Apollon Financial, LLC | History | Reduced | 823 | 507 | 0.07% | 0.07% | 929 | -15 | -1.79% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 819 | 506 | 0.27% | 0.27% | 930 | -14 | -1.68% | Q1 2026 | Apr 23, 2026 |
| MAIRS & POWER INC | History | New | 819 | 505 | 0.01% | — | 932 | +819 | New | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 819 | 505 | 0.02% | 0.02% | 931 | +24 | 3.02% | Q1 2026 | Apr 07, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 816 | 503 | 0.09% | — | 933 | +816 | New | Q1 2026 | Apr 28, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 814 | 502 | 0.36% | 0.45% | 934 | -125 | -13.31% | Q1 2026 | Apr 29, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 813 | 501 | 0.03% | 0.03% | 935 | -31 | -3.67% | Q1 2026 | May 07, 2026 |
| GK Wealth Management LLC | History | New | 836 | 500 | 0.43% | — | 937 | +836 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 836 | 500 | 0.43% | 0.47% | 936 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Parcion Private Wealth LLC | History | No change | 810 | 499 | 0.03% | 0.03% | 938 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Marquette Asset Management, LLC | History | No change | 800 | 493 | 0.07% | 0.07% | 939 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cohen Klingenstein LLC | History | No change | 800 | 493 | 0.02% | 0.01% | 940 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 798 | 492 | 0.01% | 0.0% | 943 | +331 | 70.88% | Q1 2026 | May 11, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 798 | 492 | 0.11% | 0.11% | 941 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 799 | 492 | 0.08% | 0.08% | 942 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Invenomic Capital Management LP | History | No change | 797 | 491 | 0.02% | 0.02% | 944 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 796 | 490 | 0.22% | — | 945 | +796 | New | Q1 2026 | Apr 23, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 794 | 489 | 0.04% | 0.03% | 946 | +145 | 22.34% | Q1 2026 | May 07, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 793 | 489 | 0.03% | 0.02% | 947 | +1 | 0.13% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | No change | 792 | 488 | 0.03% | 0.03% | 948 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 791 | 487 | 0.33% | 0.3% | 949 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 790 | 487 | 0.01% | 0.01% | 950 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 788 | 486 | 0.12% | 0.12% | 951 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Canal Capital Management, LLC | History | Reduced | 785 | 484 | 0.07% | 0.07% | 952 | -52 | -6.21% | Q1 2026 | Apr 27, 2026 |
| Objectivity Squared, LLC | History | Added to | 783 | 482 | 0.3% | 0.26% | 953 | +3 | 0.38% | Q1 2026 | May 13, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | New | 780 | 481 | 0.09% | — | 955 | +780 | New | Q1 2026 | Apr 24, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 780 | 481 | 0.23% | 0.23% | 954 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 779 | 480 | 0.01% | 0.01% | 956 | +3 | 0.39% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 777 | 479 | 0.02% | 0.01% | 957 | +338 | 76.99% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 773 | 476 | 0.01% | — | 958 | +773 | New | Q1 2026 | May 12, 2026 |
| Harbor Group, Inc. | History | No change | 760 | 468 | 0.07% | 0.07% | 959 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 759 | 467 | 0.04% | 0.04% | 960 | +2 | 0.26% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 757 | 466 | 0.01% | 0.08% | 962 | -10,581 | -93.32% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Added to | 757 | 466 | 0.02% | 0.01% | 961 | +219 | 40.71% | Q1 2026 | Apr 27, 2026 |
| LS Investment Advisors, LLC | History | No change | 753 | 464 | 0.07% | 0.06% | 963 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TMB Capital Partners, LLC | History | Added to | 752 | 463 | 0.16% | 0.15% | 964 | +3 | 0.4% | Q1 2026 | May 08, 2026 |
| Breachway Investments LLC | History | Added to | 743 | 461 | 0.44% | 0.47% | 965 | +9 | 1.23% | Q1 2026 | Apr 13, 2026 |
| Measured Risk Portfolios, Inc. | History | Added to | 746 | 460 | 0.5% | 0.43% | 966 | +29 | 4.04% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 741 | 458 | 0.01% | 0.01% | 967 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 742 | 457 | 0.01% | 0.01% | 968 | +294 | 65.63% | Q1 2026 | Apr 09, 2026 |
| Maxele Advisors, LLC | History | No change | 758 | 457 | 0.37% | 0.37% | 969 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 733 | 452 | 0.05% | 0.05% | 970 | +15 | 2.09% | Q1 2026 | Apr 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 734 | 452 | 0.02% | 0.02% | 971 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARWA LLC | History | No change | 702 | 452 | 0.22% | 0.25% | 972 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JDM Financial Group LLC | History | Added to | 26,960 | 451 | 0.17% | 0.16% | 973 | +26,271 | 3812.92% | Q1 2026 | May 20, 2026 |
| Diesslin Group, Inc. | History | Reduced | 730 | 450 | 0.2% | 0.19% | 975 | -59 | -7.48% | Q1 2026 | Apr 21, 2026 |
| Ardent Capital Management, Inc. | History | No change | 730 | 450 | 0.19% | 0.17% | 974 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 728 | 449 | 0.11% | 0.1% | 976 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 725 | 447 | 0.05% | 0.05% | 977 | -23 | -3.07% | Q1 2026 | May 14, 2026 |
| CRA Financial Services, LLC | History | Reduced | 722 | 445 | 0.06% | 0.06% | 979 | -31 | -4.12% | Q1 2026 | Apr 09, 2026 |
| PFG Investments, LLC | History | Reduced | 722 | 445 | 0.02% | 0.02% | 980 | -19 | -2.56% | Q1 2026 | Apr 27, 2026 |
| Wagner Wealth Management, LLC | History | No change | 722 | 445 | 0.09% | 0.09% | 978 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 717 | 442 | 0.05% | 0.05% | 981 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ELLERSON GROUP INC /ADV | History | No change | 715 | 440 | 0.29% | 0.29% | 982 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Field & Main Bank | History | No change | 714 | 440 | 0.13% | 0.12% | 983 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LAWOOD & CO | History | No change | 710 | 437 | 0.41% | 0.41% | 984 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 707 | 436 | 0.14% | 0.15% | 986 | -40 | -5.35% | Q1 2026 | Apr 22, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 708 | 436 | 0.02% | 0.02% | 985 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Coquina Private Wealth LLC | History | No change | 706 | 435 | 0.35% | 0.34% | 987 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Napier Financial, LLC | History | New | 705 | 434 | 0.1% | — | 990 | +705 | New | Q1 2026 | May 05, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 704 | 434 | 0.02% | 0.02% | 988 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 704 | 434 | 0.1% | 0.1% | 989 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hickory Point Bank & Trust | History | No change | 703 | 433 | 0.29% | 0.31% | 991 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 702 | 432 | 0.02% | 0.03% | 992 | -177 | -20.14% | Q1 2026 | Apr 17, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 701 | 432 | 0.11% | 0.12% | 993 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 700 | 431 | 0.0% | 0.0% | 994 | +325 | 86.67% | Q1 2026 | May 13, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 700 | 431 | 0.13% | 0.13% | 995 | -50 | -6.67% | Q1 2026 | Apr 13, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 699 | 431 | 0.13% | 0.13% | 998 | -3 | -0.43% | Q1 2026 | Apr 17, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 700 | 431 | 0.05% | 0.04% | 996 | -2 | -0.28% | Q1 2026 | May 05, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 699 | 431 | 0.05% | 0.05% | 997 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 697 | 429 | 0.17% | 0.17% | 999 | -9 | -1.27% | Q1 2026 | Apr 08, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 690 | 425 | 0.02% | 0.02% | 1000 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| True North Advisors, LLC | History | New | 689 | 424 | 0.05% | — | 1005 | +689 | New | Q1 2026 | May 07, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 688 | 424 | 0.16% | 0.14% | 1004 | +85 | 14.1% | Q1 2026 | May 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 688 | 424 | 0.17% | 0.17% | 1002 | -10 | -1.43% | Q1 2026 | May 08, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 688 | 424 | 0.2% | 0.19% | 1003 | +2 | 0.29% | Q1 2026 | Apr 15, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 688 | 424 | 0.04% | 0.04% | 1001 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Colonial Trust Co / SC | History | Reduced | 686 | 423 | 0.06% | 0.06% | 1008 | -3 | -0.44% | Q1 2026 | May 12, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 687 | 423 | 0.05% | 0.04% | 1006 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 685 | 423 | 0.09% | 0.09% | 1007 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 683 | 421 | 0.08% | 0.1% | 1011 | -482 | -41.37% | Q1 2026 | Apr 29, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 684 | 421 | 0.07% | 0.07% | 1010 | -15 | -2.15% | Q1 2026 | May 07, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 683 | 421 | 0.01% | 0.01% | 1009 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Empowered Funds, LLC | History | New | 682 | 420 | 0.0% | — | 1014 | +682 | New | Q1 2026 | Jun 15, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 682 | 420 | 0.09% | 0.08% | 1013 | +24 | 3.65% | Q1 2026 | Apr 20, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 681 | 420 | 0.09% | 0.09% | 1012 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Trek Financial, LLC | History | New | 680 | 419 | 0.02% | — | 1015 | +680 | New | Q1 2026 | May 13, 2026 |
| Grant Street Asset Management, Inc. | History | New | 678 | 418 | 0.08% | — | 1016 | +678 | New | Q1 2026 | May 07, 2026 |
| PFG Advisors | History | Reduced | 676 | 416 | 0.02% | 0.02% | 1018 | -45 | -6.24% | Q1 2026 | May 05, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 675 | 416 | 0.04% | 0.04% | 1017 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 671 | 413 | 0.03% | 0.02% | 1019 | +92 | 15.89% | Q1 2026 | May 12, 2026 |
| McMillan Office, Inc. | History | No change | 670 | 413 | 0.05% | 0.05% | 1020 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 669 | 412 | 0.26% | 0.3% | 1021 | -149 | -18.22% | Q1 2026 | Apr 23, 2026 |
| Ayrshire Capital Management LLC | History | No change | 667 | 411 | 0.21% | 0.18% | 1022 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 665 | 410 | 0.04% | 0.1% | 1024 | -1,020 | -60.53% | Q1 2026 | May 14, 2026 |
| Wealth Architects, LLC | History | No change | 666 | 410 | 0.04% | 0.04% | 1023 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 662 | 408 | 0.03% | 0.03% | 1025 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 609 | 404 | 0.09% | 0.08% | 1026 | +58 | 10.53% | Q1 2026 | Apr 28, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 654 | 403 | 0.01% | 0.01% | 1027 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cannell & Spears LLC | History | No change | 655 | 403 | 0.01% | 0.01% | 1028 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 650 | 401 | 0.01% | 0.03% | 1029 | -821 | -55.81% | Q1 2026 | May 15, 2026 |
| Steelhead Wealth Management LLC | History | New | 650 | 401 | 0.2% | — | 1030 | +650 | New | Q1 2026 | Jun 15, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | No change | 650 | 400 | 0.06% | 0.06% | 1031 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ruggaard & Associates LLC | History | No change | 650 | 400 | 0.16% | 0.15% | 1032 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 644 | 398 | 0.04% | 0.04% | 1033 | -54 | -7.74% | Q1 2026 | Apr 10, 2026 |
| Boston Trust Walden Corp | History | No change | 645 | 397 | 0.0% | 0.0% | 1034 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 640 | 395 | 0.37% | 0.45% | 1035 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 626 | 386 | 0.05% | 0.04% | 1036 | +141 | 29.07% | Q1 2026 | Apr 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 627 | 386 | 0.01% | 0.01% | 1037 | +8 | 1.29% | Q1 2026 | May 13, 2026 |
| MLP3, LLC | History | Added to | 623 | 384 | 0.42% | 0.41% | 1038 | +1 | 0.16% | Q1 2026 | Apr 13, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 621 | 383 | 0.17% | 0.2% | 1039 | -80 | -11.41% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | No change | 618 | 381 | 0.04% | 0.04% | 1040 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 618 | 381 | 0.05% | 0.05% | 1041 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | Added to | 616 | 380 | 0.05% | 0.04% | 1042 | +36 | 6.21% | Q1 2026 | Apr 30, 2026 |
| Howard Capital Management Group, LLC | History | No change | 615 | 379 | 0.03% | 0.02% | 1043 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Summa Corp. | History | No change | 600 | 377 | 0.16% | 0.15% | 1044 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | Added to | 609 | 375 | 0.02% | 0.02% | 1045 | +177 | 40.97% | Q1 2026 | Apr 30, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 609 | 375 | 0.12% | 0.16% | 1046 | -114 | -15.77% | Q1 2026 | May 15, 2026 |
| MEMBERS WEALTH LLC | History | No change | 562 | 372 | 0.22% | 0.22% | 1047 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 600 | 370 | 0.01% | 0.01% | 1048 | -37 | -5.81% | Q1 2026 | Apr 23, 2026 |
| Seascape Capital Management | History | No change | 600 | 370 | 0.11% | 0.1% | 1049 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TriaGen Wealth Management LLC | History | No change | 600 | 370 | 0.1% | 0.09% | 1050 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pandora Wealth, Inc. | History | No change | 613 | 369 | 0.22% | 0.22% | 1051 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 597 | 368 | 0.05% | 0.06% | 1052 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 566 | 364 | 0.01% | 0.01% | 1053 | +1 | 0.18% | Q1 2026 | Apr 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 589 | 363 | 0.01% | 0.01% | 1054 | +4 | 0.68% | Q1 2026 | Jun 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 585 | 360 | 0.02% | 0.02% | 1056 | -116 | -16.55% | Q1 2026 | Apr 30, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 584 | 360 | 0.04% | 0.04% | 1055 | -8 | -1.35% | Q1 2026 | Apr 28, 2026 |
| Financial Council, LLC | History | No change | 585 | 360 | 0.14% | 0.14% | 1057 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| REDW Wealth LLC | History | Added to | 583 | 359 | 0.14% | 0.13% | 1058 | +2 | 0.34% | Q1 2026 | May 07, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 582 | 358 | 0.04% | 0.04% | 1059 | -30 | -4.9% | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 580 | 357 | 0.04% | 0.06% | 1060 | -18 | -3.01% | Q1 2026 | May 07, 2026 |
| Claro Advisors Inc. | History | Reduced | 578 | 356 | 0.04% | 0.05% | 1061 | -14 | -2.36% | Q1 2026 | Apr 21, 2026 |
| NORDEN GROUP LLC | History | Reduced | 576 | 355 | 0.03% | 0.03% | 1063 | -2 | -0.35% | Q1 2026 | Apr 15, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 576 | 355 | 0.06% | 0.06% | 1062 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 575 | 354 | 0.03% | 0.03% | 1064 | -70 | -10.85% | Q1 2026 | Apr 08, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 575 | 354 | 0.04% | 0.04% | 1065 | -15 | -2.54% | Q1 2026 | Apr 21, 2026 |
| SNS Financial Group, LLC | History | Reduced | 573 | 354 | 0.03% | 0.03% | 1066 | -2 | -0.35% | Q1 2026 | Apr 14, 2026 |
| Heritage Investment Group, Inc. | History | No change | 575 | 354 | 0.05% | 0.05% | 1067 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 571 | 352 | 0.01% | 0.01% | 1068 | -65 | -10.22% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | Reduced | 572 | 352 | 0.02% | 0.02% | 1069 | -50 | -8.04% | Q1 2026 | May 29, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 570 | 351 | 0.21% | 0.2% | 1072 | -2 | -0.35% | Q1 2026 | Apr 15, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 570 | 351 | 0.24% | 0.24% | 1070 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 570 | 351 | 0.01% | 0.01% | 1071 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ledyard National Bank | History | Reduced | 569 | 350 | 0.03% | 0.03% | 1073 | -29 | -4.85% | Q1 2026 | Apr 24, 2026 |
| Well Done, LLC | History | Reduced | 565 | 348 | 0.05% | 0.05% | 1074 | -25 | -4.24% | Q1 2026 | Apr 14, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 563 | 347 | 0.06% | 0.06% | 1077 | -1 | -0.18% | Q1 2026 | May 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 563 | 347 | 0.0% | 0.0% | 1075 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Paragon Capital Management LLC | History | No change | 563 | 347 | 0.17% | 0.17% | 1076 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bouchey Financial Group Ltd | History | No change | 536 | 346 | 0.03% | 0.02% | 1078 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NWF Advisory Services Inc. | History | No change | 562 | 346 | 0.04% | 0.04% | 1079 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | No change | 557 | 343 | 0.0% | 0.0% | 1080 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 557 | 343 | 0.08% | 0.08% | 1081 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 556 | 342 | 0.15% | 0.16% | 1083 | -43 | -7.18% | Q1 2026 | May 05, 2026 |
| WP Advisors, LLC | History | Added to | 555 | 342 | 0.09% | 0.08% | 1082 | +2 | 0.36% | Q1 2026 | May 04, 2026 |
| Jain Global LLC | History | New | 551 | 339 | 0.0% | — | 1085 | +551 | New | Q1 2026 | May 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | New | 550 | 339 | 0.11% | — | 1084 | +550 | New | Q1 2026 | May 08, 2026 |
| WealthPlan Investment Management, LLC | History | New | 549 | 338 | 0.02% | — | 1086 | +549 | New | Q1 2026 | Apr 29, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 548 | 337 | 0.03% | 0.03% | 1087 | -2 | -0.36% | Q1 2026 | May 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 546 | 336 | 0.01% | 0.01% | 1088 | -9 | -1.62% | Q1 2026 | May 12, 2026 |
| Heritage Trust Co | History | No change | 544 | 335 | 0.03% | 0.03% | 1089 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 543 | 334 | 0.02% | 0.02% | 1090 | +49 | 9.92% | Q1 2026 | Apr 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 542 | 334 | 0.09% | 0.09% | 1091 | +1 | 0.18% | Q1 2026 | May 11, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 541 | 333 | 0.27% | 0.27% | 1092 | -17 | -3.05% | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | No change | 534 | 332 | 0.05% | 0.06% | 1093 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 535 | 329 | 0.02% | 0.02% | 1094 | +51 | 10.54% | Q1 2026 | Apr 16, 2026 |
| Visionary Wealth Advisors | History | No change | 529 | 326 | 0.01% | 0.01% | 1095 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chris Bulman Inc | History | New | 524 | 323 | 0.14% | — | 1096 | +524 | New | Q1 2026 | Apr 13, 2026 |
| Bangor Savings Bank | History | No change | 523 | 322 | 0.03% | 0.03% | 1097 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 523 | 322 | 0.05% | 0.05% | 1098 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Counterweight Ventures, LLC | History | Added to | 522 | 321 | 0.18% | 0.14% | 1101 | +122 | 30.5% | Q1 2026 | Apr 27, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 521 | 321 | 0.03% | 0.03% | 1099 | -47 | -8.27% | Q1 2026 | Apr 17, 2026 |
| Tarbox Family Office, Inc. | History | No change | 522 | 321 | 0.05% | 0.05% | 1100 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bank of Jackson Hole Trust | History | No change | 521 | 321 | 0.16% | 0.15% | 1102 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 519 | 320 | 0.03% | 0.03% | 1103 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| J. Team Financial, Inc. | History | Reduced | 518 | 319 | 0.36% | 0.34% | 1104 | -47 | -8.32% | Q1 2026 | Apr 22, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 515 | 318 | 0.08% | 0.07% | 1106 | -2 | -0.39% | Q1 2026 | May 12, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 516 | 318 | 0.04% | 0.04% | 1105 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| S.A. Mason LLC | History | No change | 516 | 318 | 0.12% | 0.12% | 1107 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 515 | 317 | 0.21% | 0.23% | 1109 | -38 | -6.87% | Q1 2026 | May 04, 2026 |
| LIBRA WEALTH LLC | History | No change | 515 | 317 | 0.09% | 0.09% | 1108 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Samara Investment Management, LLC | History | New | 511 | 315 | 0.33% | — | 1111 | +511 | New | Q1 2026 | May 07, 2026 |
| Strategic Advisors LLC | History | No change | 511 | 315 | 0.05% | 0.05% | 1110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 511 | 314 | 0.1% | 0.11% | 1112 | -13 | -2.48% | Q1 2026 | Apr 24, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 503 | 310 | 0.34% | 0.35% | 1113 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 501 | 309 | 0.14% | 0.13% | 1114 | +1 | 0.2% | Q1 2026 | May 05, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 500 | 308 | 0.03% | 0.03% | 1115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MBL Wealth, LLC | History | No change | 500 | 308 | 0.02% | 0.02% | 1116 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 499 | 307 | 0.01% | 0.01% | 1117 | -63 | -11.21% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Added to | 497 | 306 | 0.0% | 0.0% | 1118 | +109 | 28.09% | Q1 2026 | May 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 492 | 303 | 0.03% | 0.02% | 1119 | +156 | 46.43% | Q1 2026 | Apr 15, 2026 |
| Berkeley, Inc | History | Reduced | 489 | 301 | 0.1% | 0.11% | 1120 | -97 | -16.55% | Q1 2026 | Apr 24, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 489 | 301 | 0.2% | 0.19% | 1121 | -15 | -2.98% | Q1 2026 | Apr 20, 2026 |
| May Barnhard Investments LLC | History | Reduced | 487 | 300 | 0.15% | 0.15% | 1122 | -50 | -9.31% | Q1 2026 | May 13, 2026 |
| marrick wealth, LLC | History | No change | 488 | 300 | 0.25% | 0.24% | 1123 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 488 | 300 | 0.25% | 0.27% | 1124 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BFSG, LLC | History | No change | 485 | 299 | 0.03% | 0.03% | 1125 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 483 | 297 | 0.24% | 0.27% | 1127 | -43 | -8.17% | Q1 2026 | May 04, 2026 |
| Tranquility Partners, LLC | History | No change | 483 | 297 | 0.11% | 0.1% | 1126 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Concepts, LLC | History | New | 482 | 296 | 0.07% | — | 1129 | +482 | New | Q1 2026 | May 12, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 481 | 296 | 0.15% | 0.07% | 1128 | +40 | 9.07% | Q1 2026 | Apr 20, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 479 | 295 | 0.13% | 0.13% | 1130 | -12 | -2.44% | Q1 2026 | Apr 23, 2026 |
| CVFG LLC | History | New | 475 | 293 | 0.04% | — | 1131 | +475 | New | Q1 2026 | Apr 29, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 475 | 292 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Lesa Sroufe & Co | History | No change | 470 | 290 | 0.2% | 0.21% | 1133 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 469 | 289 | 0.01% | 0.01% | 1134 | -5 | -1.05% | Q1 2026 | May 12, 2026 |
| Bensler, LLC | History | Added to | 468 | 288 | 0.03% | 0.03% | 1137 | +2 | 0.43% | Q1 2026 | May 01, 2026 |
| PDS Planning, Inc | History | No change | 468 | 288 | 0.02% | 0.02% | 1135 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Essex Bank | History | No change | 467 | 288 | 0.06% | 0.06% | 1136 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 429 | 287 | 0.01% | 0.01% | 1139 | +2 | 0.47% | Q1 2026 | Apr 24, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 466 | 287 | 0.04% | 0.04% | 1138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 476 | 287 | 0.1% | 0.1% | 1140 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 464 | 286 | 0.2% | 0.19% | 1143 | +20 | 4.5% | Q1 2026 | Apr 08, 2026 |
| Aspen Investment Management Inc | History | No change | 463 | 286 | 0.09% | 0.08% | 1141 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | No change | 465 | 286 | 0.01% | 0.01% | 1142 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TICINO WEALTH | History | No change | 460 | 286 | 0.1% | 0.1% | 1144 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 462 | 285 | 0.07% | 0.07% | 1146 | -4 | -0.86% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | No change | 463 | 285 | 0.01% | 0.01% | 1145 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 461 | 284 | 0.16% | 0.2% | 1147 | -74 | -13.83% | Q1 2026 | Apr 16, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 460 | 283 | 0.09% | 0.09% | 1148 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 460 | 283 | 0.08% | 0.08% | 1149 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 457 | 282 | 0.01% | 0.01% | 1150 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 457 | 282 | 0.0% | 0.0% | 1151 | 0 | 0.0% | Q1 2026 | Jun 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 456 | 281 | 0.02% | — | 1153 | +456 | New | Q1 2026 | May 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 456 | 281 | 0.09% | 0.07% | 1152 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Generation Capital Management LLC | History | New | 455 | 280 | 0.2% | — | 1155 | +455 | New | Q1 2026 | May 08, 2026 |
| Progressive Investment Management Corp | History | Reduced | 455 | 280 | 0.07% | 0.07% | 1154 | -44 | -8.82% | Q1 2026 | May 05, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 452 | 278 | 0.03% | 0.03% | 1156 | -4 | -0.88% | Q1 2026 | May 05, 2026 |
| FINANCIAL COUNSELORS INC | History | Reduced | 450 | 277 | 0.39% | 0.47% | 1157 | -118 | -20.77% | Q1 2026 | May 01, 2026 |
| JSF Financial, LLC | History | Reduced | 449 | 277 | 0.05% | 0.06% | 1159 | -20 | -4.26% | Q1 2026 | May 07, 2026 |
| Exeter Financial, LLC | History | No change | 450 | 277 | 0.11% | 0.12% | 1158 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| American National Bank of Texas | History | No change | 450 | 277 | 0.26% | 0.26% | 1160 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 450 | 277 | 0.19% | 0.2% | 1161 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Reduced | 448 | 276 | 0.0% | 0.0% | 1162 | -75 | -14.34% | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Added to | 448 | 276 | 0.06% | 0.06% | 1164 | +1 | 0.22% | Q1 2026 | Apr 08, 2026 |
| Financial Partners Group, Inc | History | No change | 448 | 276 | 0.03% | 0.03% | 1163 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 445 | 274 | 0.03% | 0.03% | 1165 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 445 | 274 | 0.03% | 0.03% | 1166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 445 | 274 | 0.07% | 0.07% | 1167 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 444 | 273 | 0.07% | 0.07% | 1168 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Oder Investment Management, LLC | History | No change | 443 | 273 | 0.21% | 0.19% | 1169 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 443 | 273 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 442 | 272 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 442 | 272 | 0.12% | 0.11% | 1172 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 437 | 271 | 0.08% | 0.09% | 1173 | -27 | -5.82% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 439 | 270 | 0.01% | 0.01% | 1174 | -26 | -5.59% | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Added to | 437 | 269 | 0.05% | 0.06% | 1175 | +1 | 0.23% | Q1 2026 | Apr 20, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 435 | 268 | 0.04% | — | 1178 | +435 | New | Q1 2026 | Apr 24, 2026 |
| Vision Retirement, LLC | History | Added to | 436 | 268 | 0.08% | 0.07% | 1177 | +2 | 0.46% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 436 | 268 | 0.0% | 0.0% | 1176 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | No change | 433 | 267 | 0.05% | 0.05% | 1179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | No change | 434 | 267 | 0.03% | 0.03% | 1180 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Allegheny Financial Group | History | Added to | 432 | 266 | 0.04% | 0.04% | 1181 | +1 | 0.23% | Q1 2026 | Apr 16, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 430 | 265 | 0.08% | 0.07% | 1182 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Unified Investment Management | History | Added to | 427 | 263 | 0.27% | 0.26% | 1185 | +2 | 0.47% | Q1 2026 | Apr 29, 2026 |
| OxenFree Capital LLC | History | No change | 405 | 263 | 0.13% | 0.13% | 1183 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 427 | 263 | 0.14% | 0.14% | 1184 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Estate Counselors, LLC | History | New | 425 | 262 | 0.02% | — | 1188 | +425 | New | Q1 2026 | May 15, 2026 |
| Legacy Trust | History | No change | 426 | 262 | 0.05% | 0.05% | 1186 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| First Nebraska Trust Co | History | No change | 425 | 262 | 0.02% | 0.02% | 1187 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 424 | 261 | 0.0% | 0.0% | 1189 | -19 | -4.29% | Q1 2026 | May 14, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 424 | 261 | 0.09% | 0.09% | 1190 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | Reduced | 422 | 260 | 0.01% | 0.02% | 1191 | -238 | -36.06% | Q1 2026 | Apr 28, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 429 | 260 | 0.03% | 0.03% | 1193 | +2 | 0.47% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 422 | 260 | 0.03% | 0.03% | 1192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 421 | 259 | 0.15% | 0.14% | 1195 | +2 | 0.48% | Q1 2026 | May 13, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | No change | 421 | 259 | 0.09% | 0.09% | 1194 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Powerhouse Assets LLC | History | Added to | 418 | 257 | 0.22% | 0.22% | 1196 | +10 | 2.45% | Q1 2026 | Apr 28, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 414 | 255 | 0.01% | 0.01% | 1197 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | New | 411 | 253 | 0.0% | — | 1199 | +411 | New | Q1 2026 | Apr 13, 2026 |
| Advisory Alpha, LLC | History | New | 410 | 253 | 0.01% | — | 1200 | +410 | New | Q1 2026 | May 14, 2026 |
| Trust Co | History | No change | 411 | 253 | 0.02% | 0.02% | 1198 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| S&A Financial Services, Inc. | History | New | 410 | 252 | 0.17% | — | 1202 | +410 | New | Q1 2026 | Jun 11, 2026 |
| First Pacific Financial | History | Added to | 409 | 252 | 0.03% | 0.03% | 1201 | +1 | 0.25% | Q1 2026 | Apr 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 406 | 250 | 0.03% | — | 1203 | +406 | New | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 405 | 249 | 0.01% | 0.01% | 1205 | +1 | 0.25% | Q1 2026 | May 04, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 404 | 249 | 0.21% | 0.2% | 1204 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Warren Street Wealth Advisors, LLC | History | New | 400 | 246 | 0.06% | — | 1211 | +400 | New | Q1 2026 | Apr 16, 2026 |
| Keel Point, LLC | History | Reduced | 400 | 246 | 0.02% | 0.02% | 1206 | -84 | -17.36% | Q1 2026 | May 29, 2026 |
| Cordatus Wealth Management LLC | History | No change | 400 | 246 | 0.06% | 0.06% | 1207 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SkyOak Wealth, LLC | History | No change | 400 | 246 | 0.05% | 0.04% | 1208 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 400 | 246 | 0.02% | 0.02% | 1209 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Alpha Zero LLC | History | No change | 400 | 246 | 0.12% | 0.13% | 1210 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 398 | 245 | 0.21% | 0.21% | 1212 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 397 | 244 | 0.02% | 0.02% | 1213 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 394 | 243 | 0.03% | 0.03% | 1214 | +1 | 0.25% | Q1 2026 | May 26, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 395 | 243 | 0.03% | 0.03% | 1215 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 393 | 242 | 0.23% | 0.25% | 1216 | -65 | -14.19% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 392 | 241 | 0.03% | 0.03% | 1217 | -2 | -0.51% | Q1 2026 | May 01, 2026 |
| IAG Wealth Partners, LLC | History | No change | 392 | 241 | 0.03% | 0.03% | 1218 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 390 | 240 | 0.0% | 0.0% | 1219 | -75 | -16.13% | Q1 2026 | May 08, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 387 | 238 | 0.02% | 0.02% | 1220 | -49 | -11.24% | Q1 2026 | May 15, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 387 | 238 | 0.14% | 0.13% | 1221 | +14 | 3.75% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 385 | 237 | 0.01% | 0.01% | 1223 | +10 | 2.67% | Q1 2026 | May 13, 2026 |
| Private Capital Management, LLC | History | No change | 385 | 237 | 0.02% | 0.02% | 1222 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 384 | 236 | 0.16% | 0.17% | 1224 | -86 | -18.3% | Q1 2026 | Apr 16, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 383 | 236 | 0.01% | 0.01% | 1225 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Westside Investment Management, Inc. | History | No change | 380 | 235 | 0.04% | 0.04% | 1226 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 380 | 234 | 0.03% | 0.04% | 1227 | -50 | -11.63% | Q1 2026 | May 05, 2026 |
| Foster Group, Inc. | History | No change | 381 | 234 | 0.01% | 0.01% | 1228 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 377 | 232 | 0.01% | 0.01% | 1229 | -46 | -10.87% | Q1 2026 | May 18, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 377 | 232 | 0.01% | 0.01% | 1230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arjuna Capital | History | New | 375 | 231 | 0.06% | — | 1232 | +375 | New | Q1 2026 | May 06, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 375 | 231 | 0.02% | 0.02% | 1231 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Team Hewins, LLC | History | New | 373 | 230 | 0.07% | — | 1236 | +373 | New | Q1 2026 | Apr 30, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 374 | 230 | 0.02% | 0.01% | 1233 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 373 | 230 | 0.02% | 0.02% | 1234 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Orion Capital Management LLC | History | No change | 374 | 230 | 0.08% | 0.08% | 1235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 356 | 229 | 0.03% | 0.03% | 1240 | +10 | 2.89% | Q1 2026 | Apr 22, 2026 |
| ATWOOD & PALMER INC | History | No change | 373 | 229 | 0.01% | 0.01% | 1237 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 372 | 229 | 0.01% | 0.01% | 1238 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stokes Family Office, LLC | History | No change | 372 | 229 | 0.02% | 0.02% | 1239 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 370 | 228 | 0.09% | — | 1243 | +370 | New | Q1 2026 | May 11, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 370 | 228 | 0.01% | 0.01% | 1241 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JACOBS & CO/CA | History | No change | 370 | 228 | 0.02% | 0.02% | 1242 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 368 | 227 | 0.1% | 0.1% | 1244 | +7 | 1.94% | Q1 2026 | Apr 22, 2026 |
| Enclave Advisors LLC | History | New | 366 | 225 | 0.03% | — | 1247 | +366 | New | Q1 2026 | Apr 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 365 | 225 | 0.04% | — | 1246 | +365 | New | Q1 2026 | May 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 365 | 225 | 0.13% | 0.11% | 1245 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 363 | 223 | 0.01% | 0.01% | 1248 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lumbard & Kellner, LLC | History | No change | 360 | 222 | 0.08% | 0.08% | 1249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | No change | 361 | 222 | 0.02% | 0.02% | 1250 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | No change | 359 | 221 | 0.02% | 0.02% | 1251 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Nordwand Advisors, LLC | History | Added to | 357 | 220 | 0.04% | 0.04% | 1253 | +15 | 4.39% | Q1 2026 | May 07, 2026 |
| FORBES J M & CO LLP | History | No change | 358 | 220 | 0.02% | 0.02% | 1252 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 356 | 219 | 0.0% | 0.0% | 1254 | -53 | -12.96% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 355 | 218 | 0.02% | 0.02% | 1255 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cynosure Group, LLC | History | New | 353 | 217 | 0.03% | — | 1261 | +353 | New | Q1 2026 | May 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 352 | 217 | 0.04% | 0.04% | 1258 | -1 | -0.28% | Q1 2026 | Apr 20, 2026 |
| CADINHA & CO LLC | History | No change | 353 | 217 | 0.04% | 0.03% | 1256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | No change | 353 | 217 | 0.01% | 0.01% | 1257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | No change | 353 | 217 | 0.01% | 0.01% | 1259 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 352 | 217 | 0.11% | 0.11% | 1260 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 352 | 216 | 0.03% | 0.03% | 1264 | -39 | -9.97% | Q1 2026 | May 14, 2026 |
| CNB Bank | History | Added to | 351 | 216 | 0.09% | 0.08% | 1265 | +7 | 2.03% | Q1 2026 | May 06, 2026 |
| BLACKHILL CAPITAL INC | History | No change | 351 | 216 | 0.01% | 0.01% | 1262 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 351 | 216 | 0.03% | 0.03% | 1263 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | No change | 348 | 216 | 0.0% | 0.0% | 1266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 349 | 215 | 0.09% | 0.1% | 1268 | -82 | -19.03% | Q1 2026 | Apr 24, 2026 |
| Breakwater Investment Management | History | Reduced | 349 | 215 | 0.08% | 0.08% | 1270 | -31 | -8.16% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 350 | 215 | 0.08% | 0.09% | 1267 | -14 | -3.85% | Q1 2026 | May 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 350 | 215 | 0.04% | 0.05% | 1269 | +1 | 0.29% | Q1 2026 | Apr 15, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 350 | 215 | 0.09% | 0.1% | 1271 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Great Waters Wealth Management | History | No change | 348 | 214 | 0.02% | 0.02% | 1272 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIRST INTERSTATE BANK | History | No change | 346 | 213 | 0.01% | 0.01% | 1273 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 344 | 212 | 0.01% | 0.01% | 1274 | -33 | -8.75% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Reduced | 343 | 211 | 0.01% | 0.01% | 1276 | -30 | -8.04% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | Reduced | 342 | 211 | 0.01% | 0.01% | 1275 | -23 | -6.3% | Q1 2026 | May 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 342 | 210 | 0.06% | 0.05% | 1277 | +1 | 0.29% | Q1 2026 | May 11, 2026 |
| Glaxis Capital Management, LLC | History | Reduced | 340 | 209 | 0.26% | 1.38% | 1280 | -1,000 | -74.63% | Q1 2026 | May 11, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 339 | 209 | 0.04% | 0.04% | 1278 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Guild Investment Management, Inc. | History | No change | 340 | 209 | 0.15% | 0.15% | 1279 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 340 | 209 | 0.03% | 0.03% | 1281 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 345 | 208 | 0.01% | 0.01% | 1282 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 336 | 207 | 0.0% | 0.0% | 1285 | -14 | -4.0% | Q1 2026 | May 14, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 336 | 207 | 0.06% | 0.06% | 1283 | -6 | -1.75% | Q1 2026 | Apr 10, 2026 |
| Silicon Valley Capital Partners | History | Added to | 337 | 207 | 0.02% | 0.02% | 1284 | +1 | 0.3% | Q1 2026 | May 19, 2026 |
| Integrated Wealth Management | History | No change | 337 | 207 | 0.24% | 0.23% | 1286 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 310 | 206 | 0.15% | — | 1287 | +310 | New | Q1 2026 | May 05, 2026 |
| Occidental Asset Management, LLC | History | No change | 333 | 205 | 0.02% | 0.02% | 1288 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 333 | 205 | 0.09% | 0.09% | 1289 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategent Financial, LLC | History | No change | 334 | 205 | 0.14% | 0.13% | 1290 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 332 | 204 | 0.03% | 0.03% | 1291 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Bank & Trust | History | No change | 332 | 204 | 0.03% | 0.03% | 1292 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FourThought Financial Partners, LLC | History | New | 330 | 203 | 0.02% | — | 1294 | +330 | New | Q1 2026 | May 07, 2026 |
| Keebeck Wealth Management | History | New | 329 | 203 | 0.02% | — | 1293 | +329 | New | Q1 2026 | May 14, 2026 |
| Garrett Wealth Advisory Group, LLC | History | New | 328 | 202 | 0.04% | — | 1295 | +328 | New | Q1 2026 | Apr 27, 2026 |
| Richmond Investment Services, LLC | History | New | 328 | 202 | 0.03% | — | 1297 | +328 | New | Q1 2026 | Apr 29, 2026 |
| Eagle Bluffs Wealth Management LLC | History | New | 327 | 202 | 0.08% | — | 1296 | +327 | New | Q1 2026 | Apr 24, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | New | 327 | 201 | 0.03% | — | 1299 | +327 | New | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 327 | 201 | 0.01% | 0.02% | 1298 | -130 | -28.45% | Q1 2026 | Apr 13, 2026 |
| Bank Pictet & Cie (Europe) AG | History | New | 325 | 200 | 0.0% | — | 1302 | +325 | New | Q1 2026 | Apr 14, 2026 |
| Crescent Grove Advisors, LLC | History | New | 325 | 200 | 0.02% | — | 1303 | +325 | New | Q1 2026 | May 06, 2026 |
| MRA Advisory Group | History | New | 325 | 200 | 0.08% | — | 1304 | +325 | New | Q1 2026 | Apr 22, 2026 |
| Wingate Wealth Advisors, Inc. | History | New | 325 | 200 | 0.11% | — | 1305 | +325 | New | Q1 2026 | May 01, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 325 | 200 | 0.01% | 0.01% | 1301 | -30 | -8.45% | Q1 2026 | Apr 10, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 325 | 200 | 0.03% | 0.03% | 1300 | -27 | -7.67% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | New | 315 | 194 | 0.02% | — | 1306 | +315 | New | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 305 | 188 | 0.06% | 0.06% | 1307 | +1 | 0.33% | Q1 2026 | May 01, 2026 |
| Pingora Partners LLC | History | No change | 300 | 185 | 0.11% | 0.11% | 1308 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 300 | 185 | 0.11% | 0.13% | 1309 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 298 | 183 | 0.11% | 0.11% | 1310 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 296 | 182 | 0.03% | 0.03% | 1311 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Noble Wealth Management PBC | History | No change | 292 | 180 | 0.09% | 0.09% | 1312 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Hoese & Co LLP | History | No change | 290 | 178 | 0.13% | 0.12% | 1313 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 281 | 173 | 0.01% | 0.02% | 1314 | -307 | -52.21% | Q1 2026 | May 14, 2026 |
| BAYBAN | History | Reduced | 273 | 168 | 0.15% | 0.18% | 1315 | -67 | -19.71% | Q1 2026 | Apr 24, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 259 | 159 | 0.05% | 0.05% | 1316 | +1 | 0.39% | Q1 2026 | May 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 250 | 154 | 0.02% | 0.02% | 1317 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | New | 249 | 153 | 0.01% | — | 1318 | +249 | New | Q1 2026 | Apr 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 252 | 151 | 0.01% | 0.01% | 1319 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Longview Financial Advisors LLC | History | No change | 244 | 150 | 0.08% | 0.08% | 1320 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 241 | 148 | 0.0% | 0.0% | 1322 | +45 | 22.96% | Q1 2026 | May 08, 2026 |
| CITY HOLDING CO | History | No change | 240 | 148 | 0.02% | 0.02% | 1321 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Align Financial, LLC | History | Reduced | 238 | 146 | 0.08% | 0.08% | 1323 | -143,343 | -99.83% | Q1 2026 | May 08, 2026 |
| DAGCO, INC. | History | No change | 227 | 140 | 0.03% | 0.03% | 1324 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 217 | 133 | 0.02% | — | 1325 | +217 | New | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 213 | 131 | 0.04% | 0.02% | 1326 | +132 | 162.96% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 213 | 131 | 0.04% | 0.02% | 1327 | +116 | 119.59% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 213 | 131 | 0.09% | 0.08% | 1328 | +3 | 1.43% | Q1 2026 | Apr 07, 2026 |
| Holos Integrated Wealth LLC | History | New | 200 | 125 | 0.06% | — | 1329 | +200 | New | Q1 2026 | Apr 08, 2026 |
| Mascoma Wealth Management LLC | History | No change | 198 | 122 | 0.03% | 0.03% | 1330 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 199 | 122 | 0.12% | 0.12% | 1331 | 0 | 0.0% | Q1 2026 | Jun 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 190 | 117 | 0.05% | 0.05% | 1332 | +1 | 0.53% | Q1 2026 | Apr 17, 2026 |
| Fairman Group, LLC | History | Added to | 190 | 117 | 0.1% | 0.09% | 1333 | +1 | 0.53% | Q1 2026 | Apr 23, 2026 |
| Claris Financial LLC | History | New | 186 | 114 | 0.06% | — | 1335 | +186 | New | Q1 2026 | May 18, 2026 |
| NBC SECURITIES, INC. | History | Added to | 185 | 114 | 0.01% | 0.01% | 1334 | +15 | 8.82% | Q1 2026 | Apr 14, 2026 |
| GODSEY & GIBB, INC | History | No change | 180 | 111 | 0.01% | 0.01% | 1336 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Community Financial Services Group, LLC | History | New | 175 | 108 | 0.02% | — | 1337 | +175 | New | Q1 2026 | Apr 08, 2026 |
| Costello Asset Management, INC | History | No change | 172 | 106 | 0.04% | 0.03% | 1338 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 171 | 105 | 0.05% | 0.06% | 1340 | -31 | -15.35% | Q1 2026 | May 15, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 171 | 105 | 0.04% | 0.04% | 1339 | -10 | -5.52% | Q1 2026 | May 14, 2026 |
| Citizens National Bank Trust Department | History | No change | 168 | 103 | 0.02% | 0.02% | 1341 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 164 | 101 | 0.03% | 0.03% | 1342 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Horizons Wealth Management | History | No change | 164 | 101 | 0.07% | 0.06% | 1343 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 162 | 99 | 0.01% | 0.01% | 1344 | -20 | -10.99% | Q1 2026 | Apr 23, 2026 |
| TD Capital Management LLC | History | No change | 157 | 97 | 0.01% | 0.01% | 1345 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legend Capital Advisors LLC | History | New | 157 | 96 | 0.06% | — | 1346 | +157 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 153 | 94 | 0.0% | — | 1347 | +153 | New | Q1 2026 | May 08, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 151 | 93 | 0.06% | 0.06% | 1348 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Meramec Financial Planners, LLC | History | No change | 140 | 93 | 0.04% | 0.04% | 1349 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 150 | 92 | 0.03% | 0.03% | 1350 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 148 | 91 | 0.06% | 0.06% | 1351 | +1 | 0.68% | Q1 2026 | May 07, 2026 |
| Richardson Capital Management LLC | History | No change | 142 | 87 | 0.04% | 0.04% | 1352 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 145 | 86 | 0.0% | — | 1353 | +145 | New | Q1 2026 | May 12, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 138 | 85 | 0.01% | 0.0% | 1354 | +125 | 961.54% | Q1 2026 | Apr 17, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 134 | 82 | 0.04% | 0.05% | 1355 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MilWealth Group LLC | History | Added to | 133 | 81 | 0.02% | 0.02% | 1356 | +1 | 0.76% | Q1 2026 | May 01, 2026 |
| Sankala Group LLC | History | No change | 132 | 80 | 0.07% | 0.07% | 1357 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 125 | 77 | 0.04% | 0.04% | 1358 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 125 | 77 | 0.01% | 0.01% | 1359 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Hilltop National Bank | History | No change | 125 | 77 | 0.02% | 0.02% | 1360 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Valor Advisors LLC | History | No change | 126 | 76 | 0.06% | 0.06% | 1361 | 0 | 0.0% | Q1 2026 | Jul 01, 2026 |
| Investment Research & Advisory Group, Inc. | History | New | 122 | 74 | 0.03% | — | 1365 | +122 | New | Q1 2026 | Apr 20, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 121 | 74 | 0.01% | 0.02% | 1364 | -8 | -6.2% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 121 | 74 | 0.0% | 0.0% | 1362 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| S&T BANK/PA | History | No change | 120 | 74 | 0.03% | 0.02% | 1363 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Burk Holdings LLC | History | New | 119 | 73 | 0.03% | — | 1367 | +119 | New | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | No change | 119 | 73 | 0.02% | 0.02% | 1366 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 117 | 72 | 0.0% | 0.0% | 1369 | +12 | 11.43% | Q1 2026 | Apr 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 117 | 72 | 0.06% | 0.06% | 1370 | +1 | 0.86% | Q1 2026 | Apr 22, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 117 | 72 | 0.01% | 0.01% | 1368 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Canton Hathaway, LLC | History | No change | 115 | 70 | 0.01% | 0.01% | 1371 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 113 | 69 | 0.01% | 0.01% | 1372 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Centennial Bank/AR/ | History | New | 110 | 67 | 0.02% | — | 1373 | +110 | New | Q1 2026 | May 06, 2026 |
| Fairway Wealth LLC | History | New | 106 | 65 | 0.02% | — | 1375 | +106 | New | Q1 2026 | Apr 23, 2026 |
| ORG Partners LLC | History | No change | 109 | 65 | 0.01% | 0.01% | 1374 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Newton One Investments LLC | History | No change | 102 | 63 | 0.02% | 0.02% | 1376 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NATIXIS | History | Reduced | 101 | 62 | 0.0% | 0.0% | 1378 | -180 | -64.06% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 100 | 62 | 0.0% | 0.0% | 1377 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | New | 100 | 61 | 0.02% | — | 1381 | +100 | New | Q1 2026 | May 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 100 | 61 | 0.01% | 0.0% | 1379 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parvin Asset Management, LLC | History | No change | 100 | 61 | 0.04% | 0.05% | 1380 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 98 | 60 | 0.02% | 0.02% | 1382 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Main Street Group, LTD | History | New | 90 | 55 | 0.02% | — | 1385 | +90 | New | Q1 2026 | May 06, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 90 | 55 | 0.04% | 0.04% | 1383 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 90 | 55 | 0.03% | 0.03% | 1384 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 88 | 54 | 0.03% | 0.03% | 1386 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GGM Financial LLC | History | No change | 89 | 54 | 0.02% | 0.03% | 1387 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ransom Advisory, Ltd | History | No change | 90 | 54 | 0.02% | 0.02% | 1388 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| LRI Investments, LLC | History | Reduced | 87 | 53 | 0.0% | 0.03% | 1389 | -445 | -83.65% | Q1 2026 | Apr 30, 2026 |
| RMG Wealth Management LLC | History | New | 78 | 52 | 0.01% | — | 1393 | +78 | New | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 85 | 52 | 0.0% | 0.0% | 1390 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Perkins Coie Trust Co | History | No change | 85 | 52 | 0.01% | 0.01% | 1391 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 88 | 52 | 0.0% | 0.0% | 1392 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 82 | 51 | 0.07% | 0.06% | 1394 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 80 | 49 | 0.02% | — | 1400 | +80 | New | Q1 2026 | Apr 28, 2026 |
| Dorato Capital Management | History | Reduced | 77 | 49 | 0.04% | 0.05% | 1399 | -29 | -27.36% | Q1 2026 | Apr 09, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 80 | 49 | 0.01% | 0.01% | 1395 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 80 | 49 | 0.01% | 0.01% | 1396 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bollard Group LLC | History | No change | 80 | 49 | 0.0% | 0.0% | 1397 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Winch Advisory Services, LLC | History | No change | 79 | 49 | 0.01% | 0.01% | 1398 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 79 | 48 | 0.01% | 0.01% | 1401 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 76 | 47 | 0.0% | 0.01% | 1402 | -103 | -57.54% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 77 | 47 | 0.02% | — | 1403 | +77 | New | Q1 2026 | May 14, 2026 |
| Banque Cantonale Vaudoise | History | No change | 74 | 46 | 0.0% | 0.0% | 1404 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 69 | 43 | 0.0% | 0.02% | 1406 | -156 | -69.33% | Q1 2026 | Apr 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 70 | 43 | 0.0% | 0.0% | 1405 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 70 | 43 | 0.02% | 0.02% | 1407 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 70 | 43 | 0.02% | 0.02% | 1408 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 66 | 40 | 0.0% | — | 1409 | +66 | New | Q1 2026 | Apr 28, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 70 | 39 | 0.01% | — | 1410 | +70 | New | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 62 | 38 | 0.03% | 0.03% | 1411 | -2 | -3.13% | Q1 2026 | May 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 61 | 37 | 0.02% | — | 1412 | +61 | New | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 56 | 34 | 0.01% | 0.01% | 1413 | -15 | -21.13% | Q1 2026 | Apr 14, 2026 |
| Piscataqua Savings Bank | History | No change | 56 | 34 | 0.02% | 0.02% | 1414 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| High Point Wealth Management, LLC | History | No change | 56 | 34 | 0.03% | 0.03% | 1415 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Forum Finance Group S.A. | History | New | 66 | 33 | 0.02% | — | 1417 | +66 | New | Q1 2026 | May 07, 2026 |
| Evolution Advisers, Inc. | History | No change | 54 | 33 | 0.01% | 0.01% | 1416 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 53 | 32 | 0.0% | 0.03% | 1418 | -2,320 | -97.77% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 50 | 31 | 0.0% | 0.0% | 1419 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 50 | 31 | 0.0% | 0.0% | 1420 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 51 | 31 | 0.03% | 0.03% | 1421 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 50 | 30 | 0.0% | 0.0% | 1422 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clean Yield Group | History | No change | 49 | 30 | 0.01% | 0.01% | 1423 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Colonial Trust Advisors | History | No change | 50 | 30 | 0.0% | 0.0% | 1424 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 50 | 30 | 0.0% | 0.0% | 1425 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 50 | 30 | 0.0% | 0.0% | 1426 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aviso Financial Inc. | History | No change | 50 | 30 | 0.0% | 0.0% | 1427 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 47 | 29 | 0.02% | — | 1429 | +47 | New | Q1 2026 | May 14, 2026 |
| Security National Bank | History | No change | 48 | 29 | 0.0% | 0.0% | 1428 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| POM Investment Strategies, LLC | History | New | 47 | 28 | 0.03% | — | 1431 | +47 | New | Q1 2026 | May 11, 2026 |
| ALERUS FINANCIAL NA | History | No change | 47 | 28 | 0.0% | 0.0% | 1430 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 44 | 27 | 0.01% | 0.01% | 1432 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 42 | 25 | 0.0% | 0.0% | 1433 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CURIO WEALTH, LLC | History | No change | 41 | 25 | 0.01% | 0.01% | 1434 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Monetary Solutions, Ltd | History | No change | 40 | 24 | 0.02% | 0.02% | 1435 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 36 | 22 | 0.0% | 0.0% | 1436 | -59 | -62.11% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | New | 36 | 22 | 0.0% | — | 1439 | +36 | New | Q1 2026 | Apr 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 34 | 22 | 0.0% | 0.0% | 1438 | +1 | 3.03% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | No change | 37 | 22 | 0.0% | 0.0% | 1437 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | No change | 35 | 21 | 0.0% | 0.0% | 1440 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 30 | 18 | 0.0% | 0.0% | 1441 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 28 | 17 | 0.05% | 0.04% | 1442 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 27 | 16 | 0.01% | 0.01% | 1443 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 27 | 16 | 0.0% | 0.0% | 1444 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 25 | 15 | 0.01% | 0.01% | 1445 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CGC Financial Services, LLC | History | No change | 25 | 15 | 0.0% | 0.0% | 1446 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 25 | 15 | 0.01% | 0.01% | 1447 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Activest Wealth Management | History | Reduced | 24 | 14 | 0.0% | 0.01% | 1449 | -30 | -55.56% | Q1 2026 | Apr 15, 2026 |
| CVA Family Office, LLC | History | New | 23 | 14 | 0.0% | — | 1450 | +23 | New | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 23 | 14 | 0.0% | 0.0% | 1448 | -6 | -20.69% | Q1 2026 | May 14, 2026 |
| BALLAST ADVISORS LLC | History | New | 20 | 12 | 0.0% | — | 1453 | +20 | New | Q1 2026 | Jun 23, 2026 |
| CKW FINANCIAL GROUP | History | No change | 20 | 12 | 0.0% | 0.0% | 1451 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Olistico Wealth, LLC | History | No change | 20 | 12 | 0.01% | 0.01% | 1452 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 18 | 11 | 0.0% | — | 1455 | +18 | New | Q1 2026 | Apr 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 18 | 11 | 0.01% | 0.01% | 1454 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 17 | 10 | 0.0% | 0.0% | 1456 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NFSG Corp | History | No change | 17 | 10 | 0.0% | 0.0% | 1457 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Nova Wealth Management, Inc. | History | New | 15 | 9 | 0.01% | — | 1460 | +15 | New | Q1 2026 | Apr 14, 2026 |
| Kentucky Trust Co | History | No change | 16 | 9 | 0.0% | 0.0% | 1458 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 16 | 9 | 0.01% | 0.01% | 1459 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 14 | 8 | 0.01% | — | 1463 | +14 | New | Q1 2026 | May 12, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 14 | 8 | 0.0% | 0.0% | 1461 | -6 | -30.0% | Q1 2026 | Apr 03, 2026 |
| Dunhill Financial, LLC | History | No change | 14 | 8 | 0.0% | 0.0% | 1462 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 12 | 7 | 0.0% | 0.0% | 1464 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roble, Belko & Company, Inc | History | No change | 11 | 7 | 0.0% | 0.0% | 1465 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Planning Project LLC | History | No change | 12 | 7 | 0.0% | 0.0% | 1466 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 11 | 6 | 0.0% | 0.0% | 1467 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Solstein Capital, LLC | History | No change | 10 | 6 | 0.0% | 0.0% | 1468 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | No change | 10 | 6 | 0.0% | 0.0% | 1469 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 9 | 5 | 0.0% | 0.05% | 1470 | -75 | -89.29% | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 9 | 5 | 0.0% | — | 1471 | +9 | New | Q1 2026 | Apr 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 7 | 4 | 0.0% | 0.0% | 1472 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fairscale Capital, LLC | History | No change | 8 | 4 | 0.0% | 0.0% | 1473 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Heritage Wealth Advisors | History | Reduced | 5 | 3 | 0.0% | 0.06% | 1474 | -2,555 | -99.8% | Q1 2026 | May 13, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 5 | 3 | 0.0% | — | 1476 | +5 | New | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 6 | 3 | 0.0% | 0.0% | 1475 | -1 | -14.29% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Reduced | 3 | 1 | 0.0% | 0.12% | 1477 | -4,560 | -99.93% | Q1 2026 | May 12, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 2 | 1 | 0.0% | 0.0% | 1478 | -6 | -75.0% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 1479 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 1.4% | — | -295,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -23,671 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.03% | — | -15,200 | -100.0% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -9,648 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,476 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 2.76% | — | -5,904 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -4,803 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -3,107 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,970 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -2,400 | -100.0% | Q1 2026 | Apr 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,365 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.22% | — | -2,325 | -100.0% | Q1 2026 | May 15, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -2,163 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.12% | — | -2,125 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,123 | -100.0% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,053 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,862 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Impact Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -1,345 | -100.0% | Q1 2026 | Apr 10, 2026 |
| TradeLink Capital LLC | History | Closed out | 0 | 0 | — | 6.27% | — | -1,300 | -100.0% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,171 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -1,105 | -100.0% | Q1 2026 | May 15, 2026 |
| Advocacy Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,104 | -100.0% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,011 | -100.0% | Q1 2026 | May 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -935 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -932 | -100.0% | Q1 2026 | May 04, 2026 |
| Hobart Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -826 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -812 | -100.0% | Q1 2026 | May 20, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -795 | -100.0% | Q1 2026 | May 13, 2026 |
| Curated Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -759 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Moss Adams Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -679 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -672 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Aureus Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -620 | -100.0% | Q1 2026 | May 13, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -613 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -541 | -100.0% | Q1 2026 | May 05, 2026 |
| KWMG, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -508 | -100.0% | Q1 2026 | Apr 09, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -508 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -497 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -459 | -100.0% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -450 | -100.0% | Q1 2026 | May 15, 2026 |
| Briaud Financial Planning Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -432 | -100.0% | Q1 2026 | Apr 10, 2026 |
| William Mack & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -431 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CapWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -422 | -100.0% | Q1 2026 | May 05, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -420 | -100.0% | Q1 2026 | Apr 21, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -406 | -100.0% | Q1 2026 | May 11, 2026 |
| Objective Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -397 | -100.0% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -389 | -100.0% | Q1 2026 | May 11, 2026 |
| Everhart Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -388 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Smith Partners Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -367 | -100.0% | Q1 2026 | May 11, 2026 |
| Mystic Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -364 | -100.0% | Q1 2026 | May 08, 2026 |
| Stonekeep Investments, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -359 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Mendel Money Management | History | Closed out | 0 | 0 | — | 0.09% | — | -353 | -100.0% | Q1 2026 | May 04, 2026 |
| Sherry Group, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -340 | -100.0% | Q1 2026 | May 05, 2026 |
| Keystone Global Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -339 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Family Office Research LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -329 | -100.0% | Q1 2026 | May 13, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -252 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -245 | -100.0% | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -243 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -163 | -100.0% | Q1 2026 | May 12, 2026 |
| ROGCO, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -130 | -100.0% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -48 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 04, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |