VANGUARD WORLD FUND - MGK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | Reduced | 8,486,761 | 3,118,375 | 6.36% | 7.23% | 1 | -104,071 | -1.21% | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 3,719,368 | 1,366,644 | 29.11% | 31.93% | 2 | +48,165 | 1.31% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 2,549,417 | 936,758 | 0.06% | 0.07% | 3 | -101,755 | -3.84% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,033,250 | 747,097 | 0.05% | 0.06% | 4 | -25,521 | -1.24% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,154,761 | 424,305 | 0.11% | 0.13% | 5 | -19,091 | -1.63% | Q1 2026 | May 06, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 1,072 | 393,792 | 7.52% | 4.7% | 6 | -5,942 | -84.72% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | Reduced | 1,042,229 | 382,956 | 0.06% | 0.07% | 7 | -57,792 | -5.25% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 869,407 | 319,402 | 0.56% | 0.84% | 8 | -194,507 | -18.28% | Q1 2026 | May 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 859,017 | 315,637 | 2.67% | 2.91% | 9 | -16,106 | -1.84% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 796,750 | 292,771 | 0.07% | 0.07% | 10 | +35,242 | 4.63% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 749,477 | 275,388 | 0.05% | 0.06% | 11 | +1,622 | 0.22% | Q1 2026 | May 11, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | New | 716 | 263,087 | 2.95% | — | 12 | +716 | New | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 711,289 | 261,356 | 0.07% | 0.08% | 13 | +39,841 | 5.93% | Q1 2026 | May 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 571,184 | 209,875 | 11.42% | 13.42% | 14 | -18,272 | -3.1% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 541,188 | 200,735 | 0.28% | 0.27% | 15 | +90,587 | 20.1% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 542,393 | 199,296 | 1.48% | 2.09% | 16 | -90,349 | -14.28% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 531,713 | 195,372 | 0.11% | 0.12% | 17 | +14,064 | 2.72% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 466,332 | 171,349 | 0.03% | 0.03% | 18 | +9,145 | 2.0% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Reduced | 454,704 | 167,076 | 2.73% | 6.76% | 19 | -809,959 | -64.05% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 434,071 | 159,495 | 0.05% | 0.05% | 20 | +66,026 | 17.94% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 326,511 | 119,973 | 2.08% | 2.25% | 21 | +18,360 | 5.96% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 286,053 | 105,168 | 0.15% | 0.14% | 22 | +54,513 | 23.54% | Q1 2026 | May 15, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 275,168 | 101,107 | 8.27% | 8.87% | 23 | +830 | 0.3% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 228,033 | 94,125 | 0.38% | 0.38% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 254,840 | 93,638 | 0.08% | 0.13% | 25 | +33,720 | 15.25% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 239,281 | 87,921 | 0.16% | 0.18% | 26 | -5,122 | -2.1% | Q1 2026 | May 14, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 234,679 | 86,530 | 10.67% | 11.4% | 27 | -3,845 | -1.61% | Q1 2026 | May 05, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 235,025 | 86,436 | 5.97% | 6.59% | 28 | +50,602 | 27.44% | Q1 2026 | May 18, 2026 |
| Falcon Wealth Planning | History | Added to | 233,737 | 85,884 | 5.85% | 7.66% | 29 | +13,253 | 6.01% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 226,497 | 83,225 | 0.09% | 0.1% | 30 | -2,973 | -1.3% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 226,498 | 83,224 | 0.15% | 0.0% | 31 | +226,200 | 75906.04% | Q1 2026 | May 01, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 208,474 | 76,601 | 8.36% | 9.59% | 32 | -11,812 | -5.36% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 195,895 | 71,952 | 0.08% | 0.09% | 33 | +9,176 | 4.91% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 192,273 | 70,654 | 0.06% | 0.07% | 34 | +3,855 | 2.05% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 188,628 | 69,309 | 0.1% | 0.12% | 35 | -21,938 | -10.42% | Q1 2026 | Apr 27, 2026 |
| IFC Advisors LLC | History | Added to | 187,508 | 68,897 | 9.86% | 11.0% | 36 | +5,060 | 2.77% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 185,052 | 67,995 | 0.79% | 0.92% | 37 | +2,124 | 1.16% | Q1 2026 | May 08, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 168,397 | 64,624 | 12.28% | 13.06% | 38 | +9,049 | 5.68% | Q1 2026 | Apr 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 173,959 | 63,919 | 0.04% | 0.06% | 39 | -57,495 | -24.84% | Q1 2026 | May 07, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 162,614 | 59,751 | 8.64% | 9.55% | 40 | -4,334 | -2.6% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 156,790 | 57,610 | 0.06% | 0.09% | 41 | -32,939 | -17.36% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 155,900 | 57,283 | 0.01% | 0.0% | 42 | +138,100 | 775.84% | Q1 2026 | May 15, 2026 |
| Leelyn Smith, LLC | History | Added to | 152,036 | 55,864 | 7.83% | 8.55% | 43 | +8,770 | 6.12% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 148,495 | 52,491 | 0.0% | 0.0% | 44 | +33,126 | 28.71% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 135,363 | 49,737 | 8.78% | 10.0% | 45 | -20,863 | -13.35% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 134,579 | 49,449 | 0.03% | 0.04% | 46 | -1,432 | -1.05% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 126,300 | 46,407 | 1.9% | 2.1% | 47 | +3,866 | 3.16% | Q1 2026 | May 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 119,065 | 43,749 | 3.82% | 4.06% | 48 | +2,215 | 1.9% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 111,482 | 40,963 | 0.11% | 0.12% | 49 | +5,136 | 4.83% | Q1 2026 | Apr 30, 2026 |
| Blue Edge Capital, LLC | History | No change | 97,469 | 40,232 | 5.38% | 5.38% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 103,956 | 38,197 | 7.48% | 8.44% | 51 | -3,398 | -3.17% | Q1 2026 | Apr 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 103,174 | 37,910 | 0.12% | 0.13% | 52 | -2,143 | -2.03% | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 97,943 | 35,988 | 3.11% | 3.34% | 53 | +4,335 | 4.63% | Q1 2026 | May 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 95,771 | 35,190 | 3.07% | 3.36% | 54 | -915 | -0.95% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 94,646 | 34,776 | 0.18% | 0.02% | 55 | +87,624 | 1247.85% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 93,820 | 34,646 | 0.07% | 0.08% | 56 | -45,050 | -32.44% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 94,079 | 34,568 | 0.0% | 0.01% | 57 | -32,661 | -25.77% | Q1 2026 | May 15, 2026 |
| FC Advisory LLC | History | Added to | 93,265 | 34,269 | 10.01% | 10.99% | 58 | +635 | 0.69% | Q1 2026 | Apr 14, 2026 |
| DT Investment Partners, LLC | History | Reduced | 91,214 | 33,515 | 2.79% | 3.15% | 59 | -999 | -1.08% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 89,900 | 33,032 | 0.09% | 0.11% | 60 | -20,229 | -18.37% | Q1 2026 | May 04, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 89,305 | 32,814 | 8.62% | 9.27% | 61 | +2,273 | 2.61% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 83,274 | 30,598 | 0.19% | 0.21% | 62 | +1,461 | 1.79% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 80,573 | 29,605 | 0.15% | 0.17% | 63 | +713 | 0.89% | Q1 2026 | May 14, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 78,444 | 28,823 | 9.63% | 10.7% | 64 | -433 | -0.55% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 75,664 | 27,802 | 0.18% | 0.2% | 65 | +587 | 0.78% | Q1 2026 | Apr 27, 2026 |
| CX Institutional | History | Reduced | 74,199 | 27,264 | 0.83% | 1.77% | 66 | -69,516 | -48.37% | Q1 2026 | Apr 06, 2026 |
| Erickson Financial Group, LLC | History | Added to | 74,021 | 27,198 | 17.04% | 18.24% | 67 | +2,073 | 2.88% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 70,315 | 25,836 | 0.1% | 0.07% | 68 | +26,681 | 61.15% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 70,308 | 25,833 | 0.0% | 0.0% | 69 | -8,366 | -10.63% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 69,764 | 25,634 | 0.06% | 0.06% | 70 | +6,697 | 10.62% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 65,414 | 24,039 | 0.39% | 0.4% | 71 | +6,706 | 11.42% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 63,175 | 23,213 | 0.9% | 0.56% | 72 | +50,879 | 413.78% | Q1 2026 | May 15, 2026 |
| Apriem Advisors | History | Reduced | 63,152 | 23,204 | 2.21% | 3.76% | 73 | -36,046 | -36.34% | Q1 2026 | May 14, 2026 |
| Clarity Financial LLC | History | Reduced | 62,697 | 23,037 | 2.51% | 2.75% | 74 | -9,277 | -12.89% | Q1 2026 | May 01, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 62,600 | 23,001 | 15.86% | 18.75% | 75 | -2,986 | -4.55% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Reduced | 60,594 | 22,337 | 0.11% | 0.15% | 76 | -9,988 | -14.15% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 61,152 | 21,741 | 0.01% | 0.01% | 77 | +13,962 | 29.59% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 58,240 | 21,399 | 0.0% | 0.0% | 78 | -456 | -0.78% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 58,095 | 21,346 | 0.1% | 0.13% | 79 | +1,990 | 3.55% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 56,891 | 20,904 | 0.0% | 0.0% | 80 | +41,590 | 271.81% | Q1 2026 | May 12, 2026 |
| Clarus Wealth Advisors | History | Added to | 54,724 | 20,472 | 8.73% | 9.28% | 81 | +635 | 1.17% | Q1 2026 | Apr 08, 2026 |
| Zeit Capital LLC | History | Reduced | 55,241 | 20,297 | 13.58% | 15.75% | 82 | -1,305 | -2.31% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 55,178 | 20,274 | 0.22% | 0.43% | 83 | -36,736 | -39.97% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 54,827 | 20,145 | 0.09% | 0.08% | 84 | -10,994 | -16.7% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 54,205 | 19,917 | 0.56% | 0.75% | 85 | -3,803 | -6.56% | Q1 2026 | Apr 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 54,061 | 19,864 | 1.21% | 1.36% | 86 | +1,642 | 3.13% | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 53,910 | 19,808 | 0.58% | 0.64% | 87 | -981 | -1.79% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | New | 53,499 | 19,657 | 0.21% | — | 88 | +53,499 | New | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 53,214 | 19,552 | 0.76% | 0.85% | 89 | -2,257 | -4.07% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 53,177 | 19,539 | 0.01% | — | 90 | +53,177 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 52,672 | 19,353 | 0.1% | 0.12% | 91 | -929 | -1.73% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 52,217 | 19,186 | 0.33% | 0.36% | 92 | +2,641 | 5.33% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | Added to | 51,209 | 18,816 | 0.65% | 0.76% | 93 | +1,940 | 3.94% | Q1 2026 | May 06, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 49,661 | 18,247 | 6.05% | 7.6% | 94 | +1,612 | 3.35% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 49,486 | 18,183 | 0.09% | 0.11% | 95 | +541 | 1.11% | Q1 2026 | May 04, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 49,157 | 18,047 | 6.22% | 6.88% | 96 | +407 | 0.83% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 47,148 | 17,324 | 0.24% | 0.26% | 97 | +3,361 | 7.68% | Q1 2026 | May 12, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 45,713 | 16,796 | 0.69% | 0.71% | 98 | +1,712 | 3.89% | Q1 2026 | Apr 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 45,064 | 16,558 | 0.03% | 0.03% | 99 | +1,934 | 4.48% | Q1 2026 | May 05, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 44,914 | 16,503 | 3.67% | 4.2% | 100 | -1,581 | -3.4% | Q1 2026 | May 21, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 44,115 | 16,209 | 10.16% | 11.13% | 101 | -195 | -0.44% | Q1 2026 | Apr 23, 2026 |
| WealthShield Partners, LLC | History | Reduced | 43,954 | 16,133 | 1.8% | 2.03% | 102 | -692 | -1.55% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Added to | 43,365 | 15,934 | 0.07% | 0.0% | 103 | +42,272 | 3867.52% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,166 | 15,860 | 0.01% | 0.01% | 104 | +8,490 | 24.48% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 41,822 | 15,367 | 0.92% | 0.94% | 105 | +4,173 | 11.08% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 41,408 | 15,242 | 0.02% | 0.02% | 106 | -3,191 | -7.15% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 41,002 | 15,065 | 0.0% | 0.0% | 107 | +2,441 | 6.33% | Q1 2026 | May 15, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 39,848 | 14,641 | 2.82% | 2.02% | 108 | +14,245 | 55.64% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 39,481 | 14,506 | 1.64% | 1.77% | 109 | +613 | 1.58% | Q1 2026 | May 04, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 39,324 | 14,449 | 0.81% | 0.19% | 110 | +30,474 | 344.34% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 37,680 | 13,845 | 0.17% | 0.18% | 111 | +1,732 | 4.82% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 37,665 | 13,839 | 0.17% | 0.19% | 112 | +2,540 | 7.23% | Q1 2026 | May 11, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 36,621 | 13,456 | 1.39% | 1.56% | 113 | -657 | -1.76% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 36,102 | 13,265 | 0.15% | 0.21% | 114 | -2,069 | -5.42% | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 34,191 | 12,563 | 1.3% | 1.49% | 115 | -329 | -0.95% | Q1 2026 | Apr 20, 2026 |
| Pacific Center for Financial Services | History | Reduced | 34,027 | 12,502 | 3.17% | 3.57% | 116 | -798 | -2.29% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 33,453 | 12,292 | 0.39% | 0.25% | 117 | -1,257 | -3.62% | Q1 2026 | Apr 29, 2026 |
| Randall & Associates Wealth Management | History | Added to | 33,191 | 12,195 | 8.22% | 8.53% | 118 | +3,385 | 11.36% | Q1 2026 | Apr 20, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 32,941 | 12,103 | 0.72% | 0.79% | 119 | -162 | -0.49% | Q1 2026 | May 11, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 32,676 | 12,006 | 5.03% | 5.51% | 120 | +843 | 2.65% | Q1 2026 | Apr 29, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 32,500 | 11,942 | 0.84% | 0.92% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 32,262 | 11,854 | 10.18% | 11.66% | 122 | -252 | -0.78% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Added to | 36,696 | 11,727 | 0.01% | 0.02% | 123 | +4,708 | 14.72% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 31,535 | 11,587 | 0.46% | 0.84% | 124 | -19,197 | -37.84% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,093 | 11,424 | 0.0% | 0.0% | 125 | +379 | 1.23% | Q1 2026 | May 05, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 30,770 | 11,306 | 3.24% | 3.45% | 126 | +222 | 0.73% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 29,404 | 10,804 | 0.06% | 0.06% | 127 | +1,922 | 6.99% | Q1 2026 | May 08, 2026 |
| Clifford Group, LLC | History | Added to | 29,165 | 10,716 | 8.25% | 8.9% | 128 | +1,252 | 4.49% | Q1 2026 | May 15, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 29,056 | 10,676 | 6.93% | 7.31% | 129 | +1,331 | 4.8% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,409 | 10,438 | 0.01% | 0.01% | 130 | +1,208 | 4.44% | Q1 2026 | Apr 27, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 28,184 | 10,355 | 6.87% | 7.69% | 131 | -1,117 | -3.81% | Q1 2026 | Apr 21, 2026 |
| Virtu Financial LLC | History | New | 27,833 | 10,227 | 0.42% | — | 132 | +27,833 | New | Q1 2026 | May 14, 2026 |
| Investment Insight Wealth Management, LLC | History | Reduced | 27,211 | 9,998 | 10.78% | 12.02% | 133 | -2,445 | -8.24% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 27,186 | 9,989 | 0.07% | 0.1% | 134 | -1,566 | -5.45% | Q1 2026 | May 15, 2026 |
| Capital Planning LLC | History | Added to | 27,060 | 9,942 | 3.23% | 2.66% | 135 | +3,973 | 17.21% | Q1 2026 | Apr 29, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 26,832 | 9,859 | 3.07% | 3.72% | 136 | -2,173 | -7.49% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,808 | 9,850 | 0.15% | 0.14% | 137 | +10,520 | 64.59% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 25,852 | 9,499 | 0.01% | 0.01% | 138 | +4,483 | 20.98% | Q1 2026 | May 14, 2026 |
| Resolute Advisors LLC | History | Added to | 25,197 | 9,258 | 3.83% | 3.39% | 139 | +22 | 0.09% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 25,122 | 9,231 | 0.44% | 0.47% | 140 | +60 | 0.24% | Q1 2026 | May 18, 2026 |
| Apollon Financial, LLC | History | Added to | 24,602 | 9,039 | 1.25% | 1.44% | 141 | +505 | 2.1% | Q1 2026 | Apr 22, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 24,589 | 9,035 | 1.03% | 1.1% | 142 | +1,221 | 5.23% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 24,267 | 8,916 | 0.2% | 0.21% | 143 | +1,302 | 5.67% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 21,578 | 8,906 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 24,079 | 8,847 | 1.25% | 1.44% | 145 | -1,059 | -4.21% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 23,203 | 8,525 | 0.02% | 0.04% | 146 | -8,771 | -27.43% | Q1 2026 | May 08, 2026 |
| Baring Financial LLC | History | Added to | 22,990 | 8,447 | 5.17% | 5.58% | 147 | +778 | 3.5% | Q1 2026 | Apr 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,972 | 8,440 | 0.04% | 0.04% | 148 | +5 | 0.02% | Q1 2026 | Apr 24, 2026 |
| TFB Advisors LLC | History | Reduced | 22,956 | 8,434 | 4.42% | 4.12% | 149 | -12,818 | -35.83% | Q1 2026 | Apr 20, 2026 |
| Royal Fund Management, LLC | History | Added to | 21,669 | 7,975 | 0.76% | 0.81% | 150 | +78 | 0.36% | Q1 2026 | May 19, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 21,681 | 7,966 | 7.12% | 7.91% | 151 | -664 | -2.97% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Added to | 21,492 | 7,897 | 0.0% | 0.0% | 152 | +6,405 | 42.45% | Q1 2026 | May 11, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 21,418 | 7,869 | 5.47% | 5.57% | 153 | +2,224 | 11.59% | Q1 2026 | Apr 08, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 21,112 | 7,757 | 4.59% | 5.09% | 154 | -16,739 | -44.22% | Q1 2026 | Apr 16, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 21,811 | 7,709 | 5.31% | 3.0% | 155 | +2,398 | 12.35% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Added to | 20,978 | 7,708 | 0.27% | 0.06% | 156 | +16,460 | 364.32% | Q1 2026 | May 14, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 20,733 | 7,618 | 1.66% | 1.8% | 157 | -120 | -0.58% | Q1 2026 | Apr 14, 2026 |
| CHOREO, LLC | History | Reduced | 20,651 | 7,586 | 0.09% | 0.11% | 158 | -539 | -2.54% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 20,565 | 7,556 | 0.09% | 0.13% | 159 | -4,666 | -18.49% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,048 | 7,449 | 0.13% | 0.13% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coquina Private Wealth LLC | History | Added to | 20,216 | 7,428 | 5.97% | 5.43% | 161 | +3,794 | 23.1% | Q1 2026 | May 05, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 20,158 | 7,406 | 1.0% | 1.14% | 162 | +3,030 | 17.69% | Q1 2026 | May 15, 2026 |
| Center For Asset Management LLC | History | Reduced | 20,074 | 7,375 | 3.66% | 4.47% | 163 | -657 | -3.17% | Q1 2026 | Apr 16, 2026 |
| AlphaCore Capital LLC | History | Reduced | 19,776 | 7,266 | 0.17% | 0.21% | 164 | -2,749 | -12.2% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 19,609 | 7,205 | 0.24% | 0.26% | 165 | +756 | 4.01% | Q1 2026 | Apr 22, 2026 |
| Accredited Investors Inc. | History | Reduced | 19,535 | 7,177 | 0.39% | 0.44% | 166 | -485 | -2.42% | Q1 2026 | Apr 30, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 19,509 | 7,168 | 1.55% | 1.72% | 167 | -349 | -1.76% | Q1 2026 | Apr 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 20,233 | 7,152 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 19,237 | 7,069 | 0.07% | 0.1% | 169 | -55 | -0.29% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 19,109 | 7,021 | 0.01% | — | 170 | +19,109 | New | Q1 2026 | May 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 16,230 | 6,699 | 0.49% | 0.49% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 18,082 | 6,643 | 3.23% | 3.62% | 172 | +480 | 2.73% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 17,488 | 6,425 | 0.2% | 0.17% | 173 | +6,548 | 59.85% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 17,291 | 6,353 | 0.02% | — | 174 | +17,291 | New | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 17,132 | 6,295 | 0.07% | 0.09% | 175 | -1,942 | -10.18% | Q1 2026 | Apr 28, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 16,656 | 6,120 | 2.61% | 2.2% | 176 | +3,607 | 27.64% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 16,398 | 6,025 | 0.12% | 0.15% | 177 | -1,913 | -10.45% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 81,110 | 5,960 | 0.04% | 0.05% | 178 | +64,927 | 401.2% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 16,081 | 5,908 | 0.14% | 0.07% | 179 | +9,642 | 149.74% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 15,899 | 5,841 | 0.16% | 0.1% | 180 | +7,849 | 97.5% | Q1 2026 | May 12, 2026 |
| Mathes Company, Inc. | History | No change | 15,790 | 5,802 | 2.12% | 2.32% | 181 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Plan Group Financial, LLC | History | Added to | 15,532 | 5,706 | 1.34% | 1.34% | 182 | +2,995 | 23.89% | Q1 2026 | Apr 13, 2026 |
| Sicart Associates LLC | History | Added to | 15,371 | 5,647 | 1.45% | 1.63% | 183 | +500 | 3.36% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Reduced | 15,013 | 5,516 | 0.06% | 0.07% | 184 | -61 | -0.4% | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,232 | 5,461 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 13,318 | 5,447 | 0.33% | 0.37% | 186 | -313 | -2.3% | Q1 2026 | Apr 20, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 14,746 | 5,418 | 3.17% | 3.24% | 187 | +857 | 6.17% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 14,531 | 5,339 | 0.39% | 0.62% | 188 | -7,386 | -33.7% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 14,326 | 5,263 | 0.03% | 0.04% | 189 | -653 | -4.36% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 14,308 | 5,257 | 0.14% | 0.02% | 190 | +12,473 | 679.73% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,086 | 5,176 | 0.01% | 0.01% | 191 | +3,931 | 38.71% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,079 | 5,173 | 0.01% | 0.0% | 192 | +6,190 | 78.46% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 13,749 | 5,051 | 0.17% | 0.15% | 193 | +2,565 | 22.93% | Q1 2026 | Apr 22, 2026 |
| KINTRA WEALTH, LLC | History | New | 13,727 | 5,043 | 0.36% | — | 194 | +13,727 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 13,378 | 4,915 | 4.51% | 5.05% | 195 | +361 | 2.77% | Q1 2026 | May 08, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 13,290 | 4,883 | 0.5% | 0.53% | 196 | +217 | 1.66% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,986 | 4,771 | 0.1% | 0.12% | 197 | -186 | -1.41% | Q1 2026 | Apr 13, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 12,976 | 4,768 | 1.94% | 2.13% | 198 | -147 | -1.12% | Q1 2026 | Apr 24, 2026 |
| Junk Investment Group, LLC | History | New | 12,952 | 4,759 | 2.5% | — | 199 | +12,952 | New | Q1 2026 | May 08, 2026 |
| Hoffman, Alan N Investment Management | History | Added to | 12,921 | 4,747 | 3.13% | 2.93% | 200 | +314 | 2.49% | Q1 2026 | Apr 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 12,865 | 4,726 | 0.15% | 0.19% | 201 | -19 | -0.15% | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Added to | 12,723 | 4,674 | 0.26% | 0.28% | 202 | +918 | 7.78% | Q1 2026 | Apr 28, 2026 |
| Tactive Advisors, LLC | History | Added to | 12,380 | 4,548 | 1.28% | 1.38% | 203 | +941 | 8.23% | Q1 2026 | Apr 16, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 12,198 | 4,482 | 1.18% | 1.35% | 204 | -497 | -3.91% | Q1 2026 | Apr 22, 2026 |
| Breakwater Investment Management | History | Reduced | 12,122 | 4,454 | 1.66% | 1.83% | 205 | -114 | -0.93% | Q1 2026 | May 14, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 12,084 | 4,440 | 1.55% | 1.8% | 206 | +815 | 7.23% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Reduced | 11,913 | 4,377 | 0.07% | 0.16% | 207 | -12,010 | -50.2% | Q1 2026 | Apr 27, 2026 |
| Stone Wealth Partners | History | Added to | 11,760 | 4,320 | 3.88% | 4.12% | 208 | +560 | 5.0% | Q1 2026 | May 07, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 11,736 | 4,312 | 1.86% | 2.13% | 209 | -194 | -1.63% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,725 | 4,308 | 0.06% | 0.07% | 210 | -356 | -2.95% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 11,708 | 4,302 | 0.05% | 0.05% | 211 | +997 | 9.31% | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 11,707 | 4,301 | 0.23% | — | 212 | +11,707 | New | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 11,485 | 4,219 | 0.06% | 0.08% | 213 | -1,821 | -13.69% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 11,457 | 4,209 | 0.61% | 0.74% | 214 | -559 | -4.65% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 11,408 | 4,191 | 0.04% | 0.05% | 215 | -197 | -1.7% | Q1 2026 | Apr 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 11,330 | 4,163 | 0.16% | 0.16% | 216 | +629 | 5.88% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 11,181 | 4,156 | 0.2% | 0.19% | 217 | +1,094 | 10.85% | Q1 2026 | Apr 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 11,272 | 4,141 | 0.29% | 0.35% | 218 | -491 | -4.17% | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 11,111 | 4,082 | 0.85% | 1.01% | 219 | +166 | 1.52% | Q1 2026 | Apr 15, 2026 |
| Bawa N Mallick Trust | History | No change | 11,004 | 4,043 | 1.66% | 1.69% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,969 | 4,030 | 0.03% | 0.04% | 221 | +2,522 | 29.86% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 10,923 | 4,013 | 0.01% | 0.01% | 222 | +1,733 | 18.86% | Q1 2026 | May 14, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 9,626 | 3,973 | 0.14% | 0.14% | 223 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 10,645 | 3,911 | 0.25% | 0.27% | 224 | +709 | 7.14% | Q1 2026 | Apr 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 10,635 | 3,907 | 0.43% | 0.51% | 225 | -279 | -2.56% | Q1 2026 | Apr 15, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 10,575 | 3,885 | 1.35% | 1.49% | 226 | -11 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 10,384 | 3,815 | 1.13% | 1.25% | 227 | +60 | 0.58% | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | Added to | 10,349 | 3,802 | 0.51% | 0.58% | 228 | +344 | 3.44% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,320 | 3,791 | 0.0% | 0.0% | 229 | +9,607 | 1347.41% | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 9,779 | 3,790 | 0.46% | 0.5% | 230 | +289 | 3.05% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,134 | 3,767 | 0.04% | 0.03% | 231 | +2,327 | 29.81% | Q1 2026 | Apr 07, 2026 |
| Horizon Investment Services, LLC | History | Added to | 10,101 | 3,711 | 1.29% | 1.47% | 232 | +195 | 1.97% | Q1 2026 | May 15, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 10,068 | 3,699 | 1.04% | 1.1% | 233 | +1,068 | 11.87% | Q1 2026 | Apr 22, 2026 |
| PCM Encore, LLC | History | Added to | 9,984 | 3,668 | 0.75% | 0.57% | 234 | +3,492 | 53.79% | Q1 2026 | May 12, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 9,923 | 3,646 | 0.49% | 0.56% | 235 | -744 | -6.97% | Q1 2026 | Apr 08, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 9,904 | 3,639 | 1.36% | 1.44% | 236 | +596 | 6.4% | Q1 2026 | Apr 13, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 9,895 | 3,636 | 3.48% | 3.73% | 237 | +241 | 2.5% | Q1 2026 | Apr 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,850 | 3,619 | 0.02% | 0.03% | 238 | -365 | -3.57% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 9,636 | 3,540 | 0.09% | 0.09% | 239 | +2,634 | 37.62% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 9,609 | 3,530 | 0.07% | 0.08% | 240 | +808 | 9.18% | Q1 2026 | Apr 27, 2026 |
| Forum Private Client Group LLC | History | Reduced | 9,594 | 3,527 | 1.18% | 1.41% | 241 | -440 | -4.39% | Q1 2026 | May 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 8,783 | 3,455 | 1.49% | 1.57% | 242 | +314 | 3.71% | Q1 2026 | Apr 15, 2026 |
| Silicon Valley Capital Partners | History | Added to | 9,324 | 3,425 | 0.34% | 0.35% | 243 | +10 | 0.11% | Q1 2026 | May 19, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 8,277 | 3,416 | 0.26% | 0.26% | 244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 9,256 | 3,401 | 1.99% | 2.36% | 245 | -221 | -2.33% | Q1 2026 | May 07, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 9,222 | 3,388 | 0.17% | 0.28% | 246 | -4,093 | -30.74% | Q1 2026 | May 04, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 9,160 | 3,365 | 0.41% | 0.45% | 247 | +208 | 2.32% | Q1 2026 | May 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 9,132 | 3,355 | 0.14% | — | 248 | +9,132 | New | Q1 2026 | May 14, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 9,075 | 3,334 | 0.94% | 0.94% | 249 | +1,251 | 15.99% | Q1 2026 | Apr 23, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 9,032 | 3,318 | 0.32% | 0.35% | 250 | +59 | 0.66% | Q1 2026 | Apr 22, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 7,989 | 3,297 | 1.1% | 1.1% | 251 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 8,951 | 3,288 | 0.21% | 0.24% | 252 | -94 | -1.04% | Q1 2026 | Apr 17, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 8,934 | 3,282 | 0.77% | 0.9% | 253 | -482 | -5.12% | Q1 2026 | Apr 17, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 8,928 | 3,280 | 1.79% | 1.91% | 254 | -567 | -5.97% | Q1 2026 | May 11, 2026 |
| Eagle Wealth Advisors LLC | History | Added to | 8,809 | 3,236 | 2.99% | 2.94% | 255 | +441 | 5.27% | Q1 2026 | Apr 23, 2026 |
| Ballentine Partners, LLC | History | Reduced | 8,758 | 3,218 | 0.04% | 0.05% | 256 | -261 | -2.89% | Q1 2026 | May 14, 2026 |
| BANK OF HAWAII | History | Added to | 8,744 | 3,212 | 0.17% | 0.17% | 257 | +588 | 7.21% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,745 | 3,179 | 0.02% | 0.02% | 258 | +314 | 4.23% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 8,645 | 3,176 | 0.02% | 0.03% | 259 | -431 | -4.75% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,573 | 3,149 | 0.12% | 0.13% | 260 | +285 | 3.44% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 8,529 | 3,133 | 0.09% | 0.06% | 261 | +3,003 | 54.34% | Q1 2026 | May 04, 2026 |
| WNY Asset Management, LLC | History | New | 8,526 | 3,132 | 0.32% | — | 262 | +8,526 | New | Q1 2026 | May 22, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 8,336 | 3,059 | 1.61% | 1.71% | 263 | +161 | 1.97% | Q1 2026 | Apr 28, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 8,276 | 3,040 | 1.82% | 1.74% | 264 | -109 | -1.3% | Q1 2026 | Apr 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 8,266 | 3,037 | 0.0% | 0.0% | 265 | -1,939 | -19.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,237 | 3,026 | 0.1% | 0.11% | 266 | +261 | 3.27% | Q1 2026 | Apr 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,220 | 2,997 | 0.0% | 0.0% | 267 | +557 | 6.43% | Q1 2026 | May 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 8,099 | 2,976 | 3.13% | 3.86% | 268 | +3,146 | 63.52% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,706 | 2,928 | 0.16% | 0.15% | 269 | -328 | -4.08% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 7,959 | 2,924 | 0.03% | 0.04% | 270 | -21 | -0.26% | Q1 2026 | May 01, 2026 |
| Vanguard National Trust Co | History | New | 7,883 | 2,896 | 0.18% | — | 271 | +7,883 | New | Q1 2026 | May 08, 2026 |
| Merited Wealth, LLC | History | Added to | 7,667 | 2,817 | 2.34% | 2.51% | 272 | +1,102 | 16.79% | Q1 2026 | Apr 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,443 | 2,734 | 0.13% | 0.07% | 273 | +3,891 | 109.54% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Added to | 7,431 | 2,730 | 0.09% | 0.01% | 274 | +6,941 | 1416.53% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,427 | 2,729 | 0.12% | 0.19% | 275 | -2,556 | -25.6% | Q1 2026 | Apr 28, 2026 |
| Fortune 45 LLC | History | Added to | 7,315 | 2,687 | 1.31% | 1.44% | 276 | +6 | 0.08% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,206 | 2,647 | 0.05% | 0.06% | 277 | +65 | 0.91% | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | Added to | 7,150 | 2,627 | 0.07% | 0.06% | 278 | +2,493 | 53.53% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 7,125 | 2,618 | 0.02% | 0.02% | 279 | -112 | -1.55% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 7,109 | 2,612 | 0.01% | 0.02% | 280 | -585 | -7.6% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,082 | 2,602 | 0.05% | 0.05% | 281 | +168 | 2.43% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 7,058 | 2,593 | 0.19% | 0.29% | 282 | -2,376 | -25.19% | Q1 2026 | May 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 6,979 | 2,564 | 0.14% | 0.17% | 283 | -395 | -5.36% | Q1 2026 | Apr 30, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 6,939 | 2,549 | 1.53% | 1.77% | 284 | -259 | -3.6% | Q1 2026 | May 07, 2026 |
| Eagle Strategies LLC | History | Added to | 6,901 | 2,535 | 0.3% | 0.34% | 285 | +399 | 6.14% | Q1 2026 | Apr 20, 2026 |
| Veridan Wealth LLC | History | Added to | 6,851 | 2,517 | 0.93% | 0.89% | 286 | +401 | 6.22% | Q1 2026 | May 15, 2026 |
| McMill Wealth Management | History | New | 18,057 | 2,497 | 0.66% | — | 287 | +18,057 | New | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,794 | 2,496 | 0.05% | — | 288 | +6,794 | New | Q1 2026 | Apr 27, 2026 |
| Plancorp, LLC | History | No change | 6,382 | 2,473 | 0.07% | 0.08% | 289 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,724 | 2,470 | 0.06% | 0.14% | 290 | -7,186 | -51.66% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 6,679 | 2,454 | 0.08% | 0.11% | 291 | -1,285 | -16.14% | Q1 2026 | May 15, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 6,651 | 2,443 | 1.1% | 1.62% | 292 | -1,185 | -15.12% | Q1 2026 | Apr 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 6,596 | 2,423 | 0.18% | 0.19% | 293 | +473 | 7.72% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Added to | 6,584 | 2,419 | 0.03% | 0.02% | 294 | +3,117 | 89.9% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,577 | 2,416 | 0.05% | 0.05% | 295 | +421 | 6.84% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,535 | 2,401 | 0.18% | 0.18% | 296 | +693 | 11.86% | Q1 2026 | Apr 08, 2026 |
| Financial Life Planners | History | Reduced | 6,522 | 2,396 | 1.84% | 2.14% | 297 | -705 | -9.76% | Q1 2026 | Apr 24, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 6,444 | 2,367 | 1.62% | 1.95% | 298 | +52 | 0.81% | Q1 2026 | Apr 15, 2026 |
| Finward Bancorp | History | Added to | 6,388 | 2,347 | 1.88% | 2.03% | 299 | +47 | 0.74% | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | Added to | 6,383 | 2,345 | 0.01% | 0.01% | 300 | +117 | 1.87% | Q1 2026 | May 14, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 5,682 | 2,345 | 1.37% | 1.37% | 301 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 6,216 | 2,284 | 1.58% | 1.64% | 302 | +10 | 0.16% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,206 | 2,280 | 0.08% | 0.07% | 303 | +2,664 | 75.21% | Q1 2026 | May 19, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 6,193 | 2,275 | 1.37% | 1.59% | 304 | -162 | -2.55% | Q1 2026 | Apr 21, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 6,183 | 2,271 | 0.05% | 0.01% | 305 | +5,533 | 851.23% | Q1 2026 | May 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 6,041 | 2,219 | 0.89% | 1.04% | 306 | -145 | -2.34% | Q1 2026 | Apr 20, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 6,013 | 2,209 | 1.68% | 1.82% | 307 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Avant Capital LLC | History | Reduced | 5,981 | 2,197 | 1.54% | 1.71% | 308 | -39 | -0.65% | Q1 2026 | May 12, 2026 |
| Francis Financial, Inc. | History | Reduced | 5,927 | 2,177 | 0.4% | 0.52% | 309 | -488 | -7.61% | Q1 2026 | May 07, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 5,898 | 2,167 | 0.94% | 1.11% | 310 | -383 | -6.1% | Q1 2026 | Apr 30, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 5,774 | 2,121 | 2.08% | 2.29% | 311 | +459 | 8.64% | Q1 2026 | May 22, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 5,771 | 2,120 | 0.74% | 0.67% | 312 | +971 | 20.23% | Q1 2026 | Apr 23, 2026 |
| Causey Wealth LLC | History | Added to | 5,675 | 2,085 | 0.89% | 1.12% | 313 | +110 | 1.98% | Q1 2026 | May 12, 2026 |
| Carr Financial Group Corp | History | Reduced | 5,602 | 2,058 | 0.54% | 1.4% | 314 | -7,128 | -55.99% | Q1 2026 | May 12, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 5,532 | 2,035 | 0.45% | 0.53% | 315 | -297 | -5.1% | Q1 2026 | May 13, 2026 |
| Bowman & Co S.C. | History | No change | 4,918 | 2,029 | 0.85% | 0.85% | 316 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Continuum Advisory, LLC | History | Added to | 5,506 | 2,023 | 0.19% | 0.22% | 317 | +118 | 2.19% | Q1 2026 | Apr 22, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 5,441 | 1,999 | 0.23% | 0.32% | 318 | -1,655 | -23.32% | Q1 2026 | Apr 30, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 5,413 | 1,989 | 0.48% | 0.52% | 319 | +174 | 3.32% | Q1 2026 | May 01, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 5,376 | 1,975 | 0.32% | 0.36% | 320 | -165 | -2.98% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 5,334 | 1,960 | 0.07% | 0.08% | 321 | +334 | 6.68% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | No change | 5,177 | 1,902 | 0.06% | 0.07% | 322 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RFP Financial Group LLC | History | No change | 5,158 | 1,895 | 1.03% | 1.02% | 323 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,155 | 1,894 | 0.01% | 0.01% | 324 | -285 | -5.24% | Q1 2026 | Apr 24, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 5,098 | 1,873 | 0.55% | 0.64% | 325 | +5 | 0.1% | Q1 2026 | Apr 24, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,867 | 1,788 | 0.31% | 0.35% | 326 | -98 | -1.97% | Q1 2026 | Apr 17, 2026 |
| Wells Financial Advisors INC | History | Reduced | 4,800 | 1,763 | 8.02% | 13.13% | 327 | -11,935 | -71.32% | Q1 2026 | May 07, 2026 |
| Mosaic Advisors LLC | History | Added to | 20,346 | 1,714 | 2.56% | 3.22% | 328 | +16,280 | 400.39% | Q1 2026 | May 04, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 4,112 | 1,709 | 0.12% | 0.12% | 329 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 4,638 | 1,704 | 0.19% | 0.03% | 330 | +3,920 | 545.96% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | No change | 4,634 | 1,702 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 4,598 | 1,689 | 0.05% | 0.04% | 332 | +1,319 | 40.23% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 4,555 | 1,673 | 0.03% | 0.03% | 333 | -64 | -1.39% | Q1 2026 | Apr 21, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 4,540 | 1,668 | 1.24% | 1.35% | 334 | -12 | -0.26% | Q1 2026 | Apr 17, 2026 |
| StoneX Group Inc. | History | Reduced | 4,445 | 1,633 | 0.09% | 0.11% | 335 | -1,971 | -30.72% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 4,430 | 1,627 | 0.01% | 0.01% | 336 | +646 | 17.07% | Q1 2026 | May 07, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 4,394 | 1,614 | 0.16% | 0.17% | 337 | +59 | 1.36% | Q1 2026 | May 06, 2026 |
| Keystone Financial Group | History | Added to | 5,176 | 1,602 | 0.11% | 0.13% | 338 | +1,044 | 25.27% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 4,341 | 1,595 | 0.07% | 0.09% | 339 | -140 | -3.12% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 4,311 | 1,584 | 0.0% | 0.0% | 340 | +25 | 0.58% | Q1 2026 | May 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 4,295 | 1,578 | 0.17% | 0.18% | 341 | +6 | 0.14% | Q1 2026 | May 07, 2026 |
| Owen LaRue, LLC | History | Added to | 4,275 | 1,570 | 0.6% | 0.51% | 342 | +1,020 | 31.34% | Q1 2026 | Apr 30, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 4,217 | 1,549 | 0.12% | 0.14% | 343 | +3 | 0.07% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,199 | 1,542 | 0.05% | 0.06% | 344 | +49 | 1.18% | Q1 2026 | May 06, 2026 |
| Sovran Advisors, LLC | History | Added to | 18,318 | 1,538 | 0.12% | 0.12% | 345 | +14,784 | 418.34% | Q1 2026 | May 01, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 4,187 | 1,538 | 0.17% | — | 346 | +4,187 | New | Q1 2026 | Apr 22, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 4,180 | 1,535 | 0.03% | 0.03% | 348 | +46 | 1.11% | Q1 2026 | May 13, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 4,179 | 1,535 | 0.73% | 0.81% | 347 | -40 | -0.95% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 4,169 | 1,531 | 0.09% | 0.11% | 349 | -544 | -11.54% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | New | 4,063 | 1,510 | 0.06% | — | 350 | +4,063 | New | Q1 2026 | May 14, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 4,100 | 1,506 | 0.91% | 1.01% | 351 | -100 | -2.38% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,069 | 1,495 | 0.05% | 0.05% | 352 | +659 | 19.33% | Q1 2026 | Apr 28, 2026 |
| Flatrock Wealth Partners LLC | History | New | 4,057 | 1,490 | 0.67% | — | 353 | +4,057 | New | Q1 2026 | Apr 29, 2026 |
| SCS Capital Management LLC | History | Added to | 4,053 | 1,489 | 0.02% | 0.02% | 354 | +4 | 0.1% | Q1 2026 | May 11, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 4,052 | 1,488 | 1.04% | 1.15% | 355 | +125 | 3.18% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Reduced | 4,011 | 1,473 | 0.08% | 0.16% | 356 | -3,103 | -43.62% | Q1 2026 | May 04, 2026 |
| Procyon Advisors, LLC | History | Reduced | 4,006 | 1,471 | 0.07% | 0.08% | 357 | -34 | -0.84% | Q1 2026 | May 04, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 3,973 | 1,459 | 0.01% | 0.01% | 358 | -1,357 | -25.46% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 17,341 | 1,450 | 0.03% | — | 359 | +17,341 | New | Q1 2026 | May 01, 2026 |
| Oxbow Advisors, LLC | History | Added to | 3,924 | 1,441 | 0.12% | 0.14% | 360 | +4 | 0.1% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 3,914 | 1,438 | 0.0% | 0.0% | 361 | +504 | 14.78% | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 3,881 | 1,426 | 0.18% | 0.2% | 362 | +33 | 0.86% | Q1 2026 | May 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 3,871 | 1,422 | 0.08% | 0.07% | 363 | +1,072 | 38.3% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 3,855 | 1,416 | 0.02% | 0.02% | 364 | -54 | -1.38% | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | New | 3,817 | 1,402 | 0.03% | — | 365 | +3,817 | New | Q1 2026 | Apr 17, 2026 |
| AlTi Global, Inc. | History | Reduced | 3,812 | 1,400 | 0.03% | 0.03% | 366 | -11 | -0.29% | Q1 2026 | May 07, 2026 |
| Worth Asset Management, LLC | History | Reduced | 3,809 | 1,399 | 0.52% | 2.42% | 367 | -10,037 | -72.49% | Q1 2026 | Apr 17, 2026 |
| LifePlan Financial, LLC | History | Reduced | 3,796 | 1,394 | 1.03% | 1.25% | 368 | -151 | -3.83% | Q1 2026 | Apr 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 3,792 | 1,393 | 0.08% | 0.05% | 369 | +1,768 | 87.35% | Q1 2026 | Apr 30, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 3,785 | 1,390 | 0.38% | 0.46% | 370 | -27 | -0.71% | Q1 2026 | Apr 23, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 3,778 | 1,388 | 0.04% | 0.05% | 371 | -82 | -2.12% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 3,751 | 1,378 | 0.04% | 0.1% | 372 | -5,954 | -61.35% | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,746 | 1,376 | 0.03% | 0.03% | 373 | -128 | -3.3% | Q1 2026 | May 15, 2026 |
| TME FINANCIAL, INC. | History | Added to | 3,725 | 1,368 | 0.95% | 1.04% | 374 | +137 | 3.82% | Q1 2026 | May 12, 2026 |
| Tempo Wealth, LLC | History | Reduced | 3,714 | 1,364 | 0.24% | 0.3% | 375 | -373 | -9.13% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 3,711 | 1,363 | 0.01% | 0.02% | 376 | +39 | 1.06% | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,701 | 1,359 | 0.08% | 0.08% | 377 | +154 | 4.34% | Q1 2026 | May 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 3,684 | 1,354 | 0.32% | 0.47% | 378 | -539 | -12.76% | Q1 2026 | May 07, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 3,674 | 1,349 | 0.14% | 0.13% | 379 | +603 | 19.64% | Q1 2026 | May 13, 2026 |
| American Trust | History | Reduced | 3,637 | 1,336 | 0.12% | 0.13% | 380 | -250 | -6.43% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,631 | 1,334 | 0.02% | 0.03% | 381 | -147 | -3.89% | Q1 2026 | May 07, 2026 |
| Choate Investment Advisors | History | No change | 3,598 | 1,321 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,591 | 1,319 | 0.03% | 0.06% | 383 | -1,986 | -35.61% | Q1 2026 | May 04, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 3,496 | 1,284 | 0.81% | 0.98% | 384 | -219 | -5.9% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,482 | 1,279 | 0.01% | 0.0% | 385 | +1,782 | 104.82% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | No change | 3,450 | 1,267 | 0.08% | 0.09% | 386 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 3,432 | 1,261 | 0.08% | 0.02% | 387 | +2,628 | 326.87% | Q1 2026 | May 12, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 3,428 | 1,259 | 0.38% | 0.36% | 389 | +493 | 16.8% | Q1 2026 | May 05, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 3,428 | 1,259 | 0.19% | 0.21% | 388 | -24 | -0.7% | Q1 2026 | Apr 29, 2026 |
| M3 Advisory Group, LLC | History | Added to | 3,423 | 1,257 | 0.77% | 0.85% | 390 | +38 | 1.12% | Q1 2026 | Apr 22, 2026 |
| Midwest Trust Co | History | Reduced | 3,413 | 1,254 | 0.02% | 0.02% | 391 | -29 | -0.84% | Q1 2026 | May 01, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,393 | 1,246 | 0.01% | 0.01% | 392 | -43 | -1.25% | Q1 2026 | May 14, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 3,379 | 1,241 | 0.15% | 0.18% | 393 | -132 | -3.76% | Q1 2026 | May 06, 2026 |
| FIRST HORIZON CORP | History | Reduced | 3,369 | 1,237 | 0.05% | 0.06% | 394 | -14 | -0.41% | Q1 2026 | Apr 30, 2026 |
| Csenge Advisory Group | History | Added to | 3,368 | 1,237 | 0.06% | 0.06% | 395 | +5 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,363 | 1,236 | 0.03% | 0.02% | 396 | +1,663 | 97.82% | Q1 2026 | May 14, 2026 |
| Capital Squared Financial LLC | History | Reduced | 3,347 | 1,229 | 0.94% | 1.15% | 397 | -226 | -6.33% | Q1 2026 | May 01, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 3,324 | 1,221 | 0.23% | 0.21% | 398 | +24 | 0.73% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 3,320 | 1,220 | 0.06% | 0.06% | 399 | +149 | 4.7% | Q1 2026 | May 05, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 3,294 | 1,210 | 1.04% | 1.63% | 400 | -902 | -21.5% | Q1 2026 | Apr 07, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 3,271 | 1,201 | 0.77% | 0.91% | 401 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Kassira Wealth Management LLC | History | No change | 3,250 | 1,194 | 1.1% | 1.27% | 402 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 3,191 | 1,172 | 0.09% | 0.11% | 403 | +75 | 2.41% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 3,170 | 1,164 | 0.04% | 0.05% | 404 | -250 | -7.31% | Q1 2026 | May 07, 2026 |
| LongView Wealth Management | History | Reduced | 2,877 | 1,154 | 0.29% | 0.31% | 405 | -180 | -5.89% | Q1 2026 | Apr 15, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 3,138 | 1,153 | 0.66% | 0.86% | 406 | -416 | -11.71% | Q1 2026 | Apr 21, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,108 | 1,142 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Graney & King, LLC | History | Added to | 3,069 | 1,127 | 0.61% | 0.41% | 408 | +1,378 | 81.49% | Q1 2026 | May 18, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 3,058 | 1,123 | 0.56% | 0.56% | 409 | +207 | 7.26% | Q1 2026 | May 07, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 3,035 | 1,115 | 0.33% | 0.37% | 410 | -163 | -5.1% | Q1 2026 | Apr 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,018 | 1,108 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 3,006 | 1,104 | 0.66% | — | 412 | +3,006 | New | Q1 2026 | May 11, 2026 |
| Detalus Advisors, LLC | History | No change | 2,991 | 1,098 | 0.25% | 0.3% | 413 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 2,936 | 1,078 | 0.33% | 0.38% | 414 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,906 | 1,067 | 0.02% | 0.03% | 415 | +352 | 13.78% | Q1 2026 | May 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 2,903 | 1,066 | 0.37% | 0.22% | 416 | +1,574 | 118.43% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 2,899 | 1,065 | 0.06% | 0.06% | 417 | +136 | 4.92% | Q1 2026 | Apr 13, 2026 |
| Well Done, LLC | History | No change | 2,898 | 1,064 | 0.16% | 0.18% | 418 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 2,894 | 1,063 | 0.08% | 0.11% | 419 | -514 | -15.08% | Q1 2026 | Apr 27, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 2,893 | 1,062 | 0.07% | 6.01% | 420 | -215,447 | -98.68% | Q1 2026 | Apr 28, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 2,837 | 1,042 | 0.05% | 0.05% | 421 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 2,813 | 1,033 | 0.06% | 0.07% | 422 | -130 | -4.42% | Q1 2026 | Apr 24, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 2,809 | 1,032 | 0.47% | 0.5% | 423 | +167 | 6.32% | Q1 2026 | Apr 22, 2026 |
| XTX Topco Ltd | History | Reduced | 2,780 | 1,021 | 0.02% | 0.09% | 424 | -5,826 | -67.7% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 2,719 | 999 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,698 | 991 | 0.06% | 0.07% | 426 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARTLINE INVESTMENT CORP/ | History | No change | 2,685 | 986 | 0.11% | 0.12% | 427 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,680 | 984 | 0.02% | 0.02% | 428 | +282 | 11.76% | Q1 2026 | May 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,677 | 983 | 0.0% | 0.0% | 429 | -29 | -1.07% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,667 | 979 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 2,622 | 963 | 0.0% | 0.0% | 431 | -1,363 | -34.2% | Q1 2026 | May 01, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 2,616 | 961 | 0.0% | — | 432 | +2,616 | New | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,599 | 954 | 0.02% | 0.0% | 434 | +2,085 | 405.64% | Q1 2026 | May 18, 2026 |
| City State Bank | History | Added to | 2,597 | 954 | 0.25% | 0.26% | 435 | +300 | 13.06% | Q1 2026 | Apr 20, 2026 |
| ASPIRIANT, LLC | History | Reduced | 2,597 | 954 | 0.03% | 0.03% | 433 | -285 | -9.89% | Q1 2026 | May 12, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 2,541 | 933 | 0.84% | 0.98% | 436 | +1 | 0.04% | Q1 2026 | Apr 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,510 | 922 | 0.0% | 0.0% | 437 | -90 | -3.46% | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 2,508 | 921 | 0.58% | 0.34% | 438 | -78 | -3.02% | Q1 2026 | May 01, 2026 |
| Diversified Trust Co | History | Added to | 2,502 | 919 | 0.02% | 0.01% | 439 | +1,332 | 113.85% | Q1 2026 | Apr 16, 2026 |
| Ridgepath Capital Management LLC | History | No change | 2,496 | 917 | 0.46% | 0.46% | 440 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Weaver Consulting Group | History | Reduced | 2,492 | 915 | 0.22% | 0.26% | 441 | -74 | -2.88% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,486 | 913 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | Added to | 2,484 | 912 | 0.06% | 0.06% | 443 | +1 | 0.04% | Q1 2026 | May 11, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 2,478 | 910 | 0.08% | 0.09% | 444 | +6 | 0.24% | Q1 2026 | Apr 07, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 2,473 | 908 | 0.13% | 0.15% | 445 | -191 | -7.17% | Q1 2026 | Apr 30, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 2,468 | 906 | 0.08% | 0.09% | 447 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | No change | 2,467 | 906 | 0.02% | 0.03% | 446 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quent Capital, LLC | History | Reduced | 2,443 | 897 | 0.06% | 0.07% | 448 | -29 | -1.17% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,436 | 895 | 0.07% | 0.07% | 449 | -20 | -0.81% | Q1 2026 | May 05, 2026 |
| Private Wealth Group, LLC | History | No change | 2,418 | 888 | 0.41% | 0.48% | 450 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,412 | 886 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 2,411 | 885 | 0.02% | 0.02% | 452 | -69 | -2.78% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,376 | 883 | 0.02% | 0.02% | 453 | -641 | -21.25% | Q1 2026 | May 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 2,253 | 870 | 0.13% | 0.15% | 454 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 2,346 | 862 | 0.02% | 0.02% | 455 | -9 | -0.38% | Q1 2026 | Apr 21, 2026 |
| Squire Investment Management Company, LLC | History | No change | 2,325 | 854 | 0.24% | 0.29% | 456 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,324 | 853 | 0.02% | 0.02% | 457 | -310 | -11.77% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,314 | 850 | 0.01% | 0.01% | 458 | +10 | 0.43% | Q1 2026 | May 11, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 2,311 | 849 | 0.2% | 0.22% | 459 | +75 | 3.35% | Q1 2026 | Apr 24, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 2,301 | 845 | 0.04% | 0.06% | 460 | -315 | -12.04% | Q1 2026 | Apr 15, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 2,300 | 845 | 0.17% | 0.2% | 461 | -262 | -10.23% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,293 | 842 | 0.0% | 0.01% | 462 | -82 | -3.45% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Reduced | 2,282 | 838 | 0.55% | 0.94% | 463 | -27 | -1.17% | Q1 2026 | May 07, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 2,266 | 832 | 0.26% | — | 464 | +2,266 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 2,255 | 828 | 0.11% | 0.17% | 465 | -753 | -25.03% | Q1 2026 | Apr 23, 2026 |
| Vantage Financial Partners, LLC | History | No change | 2,000 | 825 | 0.17% | 0.17% | 466 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Added to | 2,239 | 822 | 0.01% | 0.01% | 467 | +1,272 | 131.54% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,223 | 816 | 0.02% | 0.02% | 468 | +15 | 0.68% | Q1 2026 | Apr 07, 2026 |
| Avalon Trust Co | History | Reduced | 2,216 | 814 | 0.06% | 0.07% | 469 | -234 | -9.55% | Q1 2026 | May 06, 2026 |
| Rolek Wealth Management LLC | History | Added to | 2,218 | 814 | 0.58% | 0.63% | 470 | +1 | 0.05% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,204 | 809 | 0.02% | 0.02% | 471 | +60 | 2.8% | Q1 2026 | Apr 29, 2026 |
| ATWOOD & PALMER INC | History | New | 2,201 | 808 | 0.05% | — | 472 | +2,201 | New | Q1 2026 | Apr 15, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 2,199 | 807 | 0.3% | 0.37% | 474 | -377 | -14.64% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 2,196 | 807 | 0.16% | 0.19% | 473 | +36 | 1.67% | Q1 2026 | Apr 24, 2026 |
| Guardian Capital, LLC | History | Reduced | 2,194 | 806 | 0.77% | 0.94% | 475 | -352 | -13.83% | Q1 2026 | May 11, 2026 |
| McAdam, LLC | History | Added to | 2,192 | 805 | 0.04% | 0.03% | 476 | +389 | 21.58% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 1,943 | 802 | 0.02% | 0.02% | 477 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FF Advisors,LLC | History | Added to | 9,530 | 789 | 0.32% | 0.35% | 478 | +7,624 | 400.0% | Q1 2026 | Apr 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,895 | 782 | 0.05% | 0.05% | 479 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 2,122 | 779 | 0.29% | 0.34% | 480 | -55 | -2.53% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,113 | 776 | 0.01% | 0.04% | 481 | -10,075 | -82.66% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,097 | 770 | 0.03% | 0.04% | 482 | -362 | -14.72% | Q1 2026 | Apr 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,095 | 769 | 0.05% | 0.07% | 483 | -154 | -6.85% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,043 | 750 | 0.0% | 0.0% | 484 | +723 | 54.77% | Q1 2026 | May 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 2,038 | 748 | 0.21% | 0.24% | 485 | +28 | 1.39% | Q1 2026 | Apr 30, 2026 |
| Accel Wealth Management | History | Added to | 2,028 | 745 | 0.19% | 0.21% | 486 | +140 | 7.42% | Q1 2026 | Apr 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,026 | 744 | 0.09% | 0.1% | 487 | -28 | -1.36% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 2,010 | 738 | 0.0% | 0.0% | 488 | -967 | -32.48% | Q1 2026 | May 08, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 2,008 | 737 | 0.54% | 0.88% | 489 | +1 | 0.05% | Q1 2026 | Apr 23, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,999 | 734 | 0.04% | 0.02% | 490 | +1,082 | 117.99% | Q1 2026 | May 11, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 1,974 | 725 | 0.16% | 0.18% | 491 | -13 | -0.65% | Q1 2026 | Apr 10, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 1,971 | 724 | 1.31% | 1.43% | 492 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 1,959 | 719 | 0.04% | 0.07% | 493 | -1,835 | -48.37% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 8,685 | 715 | 0.05% | — | 494 | +8,685 | New | Q1 2026 | Apr 22, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 1,930 | 709 | 0.11% | — | 495 | +1,930 | New | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,914 | 703 | 0.01% | 0.01% | 496 | -556 | -22.51% | Q1 2026 | May 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 1,900 | 697 | 0.05% | 0.05% | 497 | +61 | 3.32% | Q1 2026 | May 05, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | New | 1,895 | 696 | 0.08% | — | 498 | +1,895 | New | Q1 2026 | May 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 1,886 | 693 | 0.07% | 0.08% | 499 | +120 | 6.8% | Q1 2026 | May 04, 2026 |
| Balefire, LLC | History | Added to | 1,881 | 691 | 0.13% | 0.15% | 500 | +64 | 3.52% | Q1 2026 | May 07, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 1,873 | 688 | 0.14% | 0.15% | 501 | -49 | -2.55% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Added to | 1,854 | 681 | 0.03% | 0.03% | 502 | +206 | 12.5% | Q1 2026 | Apr 27, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 1,640 | 677 | 0.48% | 0.44% | 503 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 1,833 | 673 | 0.23% | 0.27% | 505 | -124 | -6.34% | Q1 2026 | Apr 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,834 | 673 | 0.02% | 0.02% | 504 | -70 | -3.68% | Q1 2026 | Apr 27, 2026 |
| CVA Family Office, LLC | History | Added to | 1,824 | 670 | 0.07% | 0.09% | 506 | +1 | 0.05% | Q1 2026 | Apr 29, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 1,807 | 663 | 0.09% | 0.11% | 507 | -26 | -1.42% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,792 | 658 | 0.0% | 0.0% | 508 | -310 | -14.75% | Q1 2026 | May 13, 2026 |
| Westmount Partners, LLC | History | Reduced | 1,785 | 655 | 0.16% | 0.18% | 509 | -8 | -0.45% | Q1 2026 | Apr 16, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,780 | 654 | 0.09% | 0.11% | 510 | +24 | 1.37% | Q1 2026 | Apr 28, 2026 |
| Asempa Wealth Advisors | History | Added to | 1,759 | 653 | 0.57% | 0.61% | 511 | +32 | 1.85% | Q1 2026 | Apr 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,775 | 652 | 0.01% | 0.01% | 512 | -950 | -34.86% | Q1 2026 | May 01, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 1,776 | 652 | 0.21% | 0.28% | 514 | -116 | -6.13% | Q1 2026 | May 14, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 1,775 | 652 | 0.01% | 0.01% | 513 | +30 | 1.72% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,570 | 648 | 0.22% | 0.22% | 515 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 1,763 | 647 | 0.09% | 0.1% | 516 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 1,748 | 642 | 0.07% | 0.07% | 517 | -15 | -0.85% | Q1 2026 | May 04, 2026 |
| Zinnia Wealth Advisory, LLC | History | No change | 1,747 | 641 | 0.72% | 0.78% | 518 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealth Management Nebraska | History | Added to | 1,740 | 639 | 0.06% | 0.07% | 519 | +277 | 18.93% | Q1 2026 | May 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 1,734 | 637 | 0.09% | — | 520 | +1,734 | New | Q1 2026 | Apr 27, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 1,723 | 633 | 0.11% | 0.12% | 521 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Latitude Advisors, LLC | History | Reduced | 1,718 | 631 | 0.29% | 0.32% | 522 | -50 | -2.83% | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Reduced | 1,716 | 630 | 0.08% | 0.09% | 523 | -106 | -5.82% | Q1 2026 | Apr 17, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 1,710 | 628 | 0.09% | 0.1% | 524 | -70 | -3.93% | Q1 2026 | Apr 20, 2026 |
| AA Financial Advisors, LLC | History | Added to | 1,711 | 628 | 0.09% | 0.13% | 525 | +30 | 1.78% | Q1 2026 | Apr 20, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 1,708 | 627 | 0.26% | 0.3% | 527 | -164 | -8.76% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,707 | 627 | 0.01% | 0.01% | 526 | +28 | 1.67% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | No change | 1,700 | 624 | 0.01% | 0.02% | 528 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,506 | 621 | 0.18% | 0.18% | 529 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,685 | 619 | 0.06% | 0.06% | 530 | -21 | -1.23% | Q1 2026 | Apr 30, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 1,682 | 618 | 0.47% | 0.49% | 532 | +101 | 6.39% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,498 | 618 | 0.05% | 0.05% | 531 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,660 | 609 | 0.0% | 0.0% | 533 | -1,037 | -38.45% | Q1 2026 | May 14, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 1,657 | 608 | 0.22% | 0.23% | 534 | +124 | 8.09% | Q1 2026 | May 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,650 | 606 | 0.17% | 0.18% | 535 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 1,625 | 597 | 0.36% | 0.4% | 536 | -65 | -3.85% | Q1 2026 | Apr 15, 2026 |
| JGP Wealth Management, LLC | History | No change | 1,609 | 591 | 0.06% | 0.07% | 537 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 1,607 | 590 | 0.22% | 0.25% | 538 | -90 | -5.3% | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,606 | 590 | 0.31% | 0.37% | 539 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 1,599 | 587 | 0.0% | 0.0% | 540 | -20 | -1.24% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,594 | 585 | 0.0% | — | 541 | +1,594 | New | Q1 2026 | May 12, 2026 |
| David Kennon Inc | History | Reduced | 1,591 | 584 | 0.21% | 0.24% | 542 | -13 | -0.81% | Q1 2026 | Apr 28, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 1,576 | 579 | 0.31% | 0.34% | 543 | +50 | 3.28% | Q1 2026 | May 04, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 1,572 | 577 | 0.11% | 0.14% | 545 | -73 | -4.44% | Q1 2026 | Apr 20, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 1,572 | 577 | 0.02% | 0.03% | 544 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,567 | 575 | 0.0% | 0.0% | 546 | +497 | 46.45% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 1,561 | 573 | 0.04% | 0.05% | 547 | -146 | -8.55% | Q1 2026 | May 05, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 1,554 | 570 | 0.05% | 0.05% | 548 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 1,545 | 567 | 0.1% | 0.1% | 549 | +182 | 13.35% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Added to | 1,537 | 564 | 0.0% | 0.0% | 550 | +271 | 21.41% | Q1 2026 | May 11, 2026 |
| CVFG LLC | History | Added to | 1,537 | 564 | 0.07% | 0.4% | 551 | +122 | 8.62% | Q1 2026 | Apr 29, 2026 |
| Carroll Investors, Inc | History | Added to | 7,668 | 563 | 0.3% | 0.3% | 552 | +6,168 | 411.2% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | No change | 1,522 | 559 | 0.03% | 0.04% | 553 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,514 | 556 | 0.0% | 0.0% | 554 | +145 | 10.59% | Q1 2026 | May 15, 2026 |
| Cynosure Group, LLC | History | No change | 1,513 | 555 | 0.07% | 0.06% | 555 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 1,505 | 552 | 0.01% | 0.01% | 556 | +189 | 14.36% | Q1 2026 | May 12, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 1,497 | 550 | 0.08% | 0.1% | 557 | -111 | -6.9% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,487 | 546 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 1,483 | 544 | 0.09% | — | 559 | +1,483 | New | Q1 2026 | Apr 16, 2026 |
| Financial Freedom, LLC | History | Added to | 1,477 | 542 | 0.27% | 0.28% | 560 | +110 | 8.05% | Q1 2026 | Apr 30, 2026 |
| Sage Investment Advisers LLC | History | Reduced | 1,455 | 540 | 0.4% | 0.51% | 561 | -199 | -12.03% | Q1 2026 | Apr 10, 2026 |
| Embree Financial Group | History | Reduced | 1,469 | 539 | 0.06% | 0.08% | 562 | -47 | -3.1% | Q1 2026 | Apr 23, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 1,460 | 536 | 0.03% | 0.14% | 563 | -4,273 | -74.53% | Q1 2026 | May 14, 2026 |
| ICONIQ Capital, LLC | History | No change | 1,459 | 536 | 0.01% | 0.01% | 564 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 1,451 | 533 | 0.33% | 0.46% | 567 | -387 | -21.06% | Q1 2026 | Apr 16, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 1,453 | 533 | 0.08% | 0.1% | 566 | -294 | -16.83% | Q1 2026 | Apr 24, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,452 | 533 | 0.03% | 0.04% | 565 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,440 | 528 | 0.06% | 0.07% | 568 | +2 | 0.14% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 1,420 | 527 | 0.11% | 0.04% | 569 | +1,085 | 323.88% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 1,426 | 524 | 0.01% | 0.02% | 570 | +1 | 0.07% | Q1 2026 | Apr 16, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 1,418 | 521 | 0.15% | 0.1% | 572 | +439 | 44.84% | Q1 2026 | Apr 16, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 1,420 | 521 | 0.01% | 0.01% | 571 | +60 | 4.41% | Q1 2026 | Apr 23, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 1,415 | 519 | 0.19% | 0.33% | 574 | -191 | -11.89% | Q1 2026 | May 12, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 1,413 | 519 | 0.12% | 0.13% | 573 | +1 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Platform Technology Partners | History | Added to | 1,411 | 518 | 0.1% | 0.12% | 575 | +20 | 1.44% | Q1 2026 | Apr 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 1,406 | 516 | 0.15% | 0.18% | 576 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Simmons Bank | History | No change | 1,400 | 514 | 0.03% | 0.04% | 577 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RDA Financial Network | History | No change | 1,399 | 514 | 0.13% | 0.14% | 578 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bell Bank | History | Added to | 1,381 | 507 | 0.02% | 0.02% | 579 | +72 | 5.5% | Q1 2026 | Apr 23, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 1,358 | 498 | 0.35% | 0.43% | 580 | -62 | -4.37% | Q1 2026 | May 12, 2026 |
| Rothschild Wealth LLC | History | No change | 1,348 | 495 | 0.04% | 0.05% | 581 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 1,201 | 495 | 0.05% | 0.04% | 582 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BCO Wealth Management LLC | History | Reduced | 1,347 | 494 | 0.3% | 0.36% | 585 | -92 | -6.39% | Q1 2026 | Apr 16, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 1,347 | 494 | 0.01% | 0.01% | 583 | -28 | -2.04% | Q1 2026 | May 14, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 1,198 | 494 | 0.17% | 0.17% | 584 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fairscale Capital, LLC | History | Added to | 1,339 | 492 | 0.34% | 0.34% | 587 | +112 | 9.13% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | Added to | 1,340 | 492 | 0.03% | 0.03% | 586 | +2 | 0.15% | Q1 2026 | May 07, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 1,330 | 488 | 0.13% | 0.14% | 588 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,326 | 487 | 0.01% | 0.01% | 589 | -5 | -0.38% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 5,793 | 486 | 0.08% | 0.15% | 590 | +3,571 | 160.71% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 1,321 | 485 | 0.02% | 0.04% | 591 | -510 | -27.85% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,281 | 475 | 0.0% | 0.0% | 592 | +1,211 | 1730.0% | Q1 2026 | May 12, 2026 |
| Cloud Capital Management, LLC | History | Added to | 1,289 | 473 | 0.21% | 0.23% | 594 | +130 | 11.22% | Q1 2026 | May 12, 2026 |
| CWC Advisors, LLC. | History | No change | 1,288 | 473 | 0.23% | 0.26% | 593 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LWM ADVISORS INC | History | Added to | 1,280 | 470 | 0.41% | 0.46% | 595 | +1 | 0.08% | Q1 2026 | Apr 10, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 1,276 | 468 | 0.04% | 0.03% | 596 | +241 | 23.29% | Q1 2026 | Apr 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 1,265 | 464 | 0.03% | 0.03% | 597 | +1 | 0.08% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 1,259 | 462 | 0.02% | 0.03% | 598 | +2 | 0.16% | Q1 2026 | Apr 23, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 1,252 | 460 | 0.1% | 0.1% | 599 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Apella Capital, LLC | History | Added to | 1,104 | 459 | 0.01% | 0.01% | 600 | +459 | 71.16% | Q1 2026 | Apr 20, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 1,246 | 457 | 0.05% | 0.04% | 601 | +263 | 26.75% | Q1 2026 | Apr 20, 2026 |
| First Affirmative Financial Network | History | New | 1,243 | 456 | 0.18% | — | 602 | +1,243 | New | Q1 2026 | May 11, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 1,241 | 455 | 0.12% | 0.13% | 603 | -3 | -0.24% | Q1 2026 | Apr 09, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1,237 | 454 | 0.09% | 0.1% | 604 | -151 | -10.88% | Q1 2026 | May 20, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 1,235 | 453 | 0.09% | 0.1% | 605 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 1,223 | 449 | 0.06% | 0.06% | 607 | +25 | 2.09% | Q1 2026 | Apr 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 1,221 | 449 | 0.14% | 0.16% | 606 | -8 | -0.65% | Q1 2026 | May 14, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 1,218 | 447 | 0.17% | 0.23% | 608 | +85 | 7.5% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 1,215 | 446 | 0.04% | 0.03% | 609 | +171 | 16.38% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,211 | 444 | 0.01% | 0.01% | 610 | +4 | 0.33% | Q1 2026 | Apr 10, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 1,207 | 443 | 0.02% | 0.02% | 611 | +1 | 0.08% | Q1 2026 | Apr 29, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 5,227 | 437 | 0.03% | 0.03% | 612 | +4,182 | 400.19% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 1,188 | 436 | 0.15% | 0.18% | 614 | -254 | -17.61% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 1,187 | 436 | 0.07% | 0.08% | 613 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 1,184 | 435 | 0.03% | 0.03% | 615 | -2 | -0.17% | Q1 2026 | May 06, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 1,170 | 435 | 0.09% | 0.1% | 616 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Centennial Advisors, LLC | History | Reduced | 1,180 | 433 | 0.55% | 0.65% | 617 | -26 | -2.16% | Q1 2026 | Apr 21, 2026 |
| Live Oak Investment Partners | History | Added to | 1,169 | 429 | 0.25% | 0.29% | 618 | +20 | 1.74% | Q1 2026 | Apr 29, 2026 |
| Trevian Wealth Management LLC | History | No change | 1,170 | 429 | 0.21% | 0.23% | 619 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Marathon Mission, Inc. | History | No change | 1,168 | 429 | 0.25% | 0.28% | 620 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 1,154 | 423 | 0.03% | 0.04% | 622 | -585 | -33.64% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,153 | 423 | 0.0% | 0.0% | 621 | -19 | -1.62% | Q1 2026 | May 14, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 1,151 | 422 | 0.02% | 0.02% | 623 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 1,147 | 421 | 0.17% | 0.19% | 624 | +30 | 2.69% | Q1 2026 | Apr 29, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 1,143 | 419 | 0.1% | 0.11% | 625 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 1,139 | 418 | 0.04% | 0.04% | 626 | +80 | 7.55% | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,137 | 417 | 0.06% | 0.07% | 627 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 5,667 | 416 | 0.0% | 0.0% | 628 | +1,364 | 31.7% | Q1 2026 | May 14, 2026 |
| JB Capital LLC | History | Added to | 1,127 | 414 | 0.02% | 0.01% | 629 | +513 | 83.55% | Q1 2026 | Apr 27, 2026 |
| SpringVest Wealth Management LLC | History | No change | 1,125 | 413 | 0.28% | 0.32% | 630 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 1,109 | 407 | 0.08% | 0.12% | 631 | -136 | -10.92% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 982 | 405 | 0.0% | 0.0% | 632 | -16 | -1.6% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,094 | 402 | 0.0% | 0.0% | 633 | +146 | 15.4% | Q1 2026 | May 01, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 1,095 | 402 | 0.25% | 0.33% | 634 | -65 | -5.6% | Q1 2026 | May 05, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,094 | 401 | 0.02% | 0.02% | 635 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,394 | 396 | 0.01% | 0.01% | 637 | +4,128 | 326.07% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 1,078 | 396 | 0.01% | 0.01% | 636 | -51 | -4.52% | Q1 2026 | Apr 10, 2026 |
| CGN Advisors LLC | History | Added to | 1,072 | 393 | 0.03% | 0.03% | 638 | +10 | 0.94% | Q1 2026 | Apr 13, 2026 |
| Intellus Advisors LLC | History | Reduced | 1,064 | 390 | 0.05% | 0.06% | 639 | -61 | -5.42% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Added to | 1,059 | 389 | 0.0% | 0.0% | 640 | +317 | 42.72% | Q1 2026 | May 12, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 1,059 | 389 | 0.09% | 0.08% | 641 | +181 | 20.62% | Q1 2026 | Apr 30, 2026 |
| SFM, LLC | History | No change | 1,059 | 389 | 0.24% | 0.26% | 642 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,052 | 386 | 0.27% | 0.29% | 643 | +1 | 0.1% | Q1 2026 | Apr 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 1,047 | 384 | 0.05% | 0.1% | 644 | -540 | -34.03% | Q1 2026 | Apr 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,043 | 383 | 0.0% | 0.0% | 645 | -126 | -10.78% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | No change | 1,040 | 382 | 0.03% | 0.04% | 646 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 1,041 | 382 | 0.11% | 0.12% | 647 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 925 | 381 | 0.02% | 0.02% | 648 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| OxenFree Capital LLC | History | Reduced | 930 | 380 | 0.18% | 0.22% | 651 | -80 | -7.92% | Q1 2026 | Apr 16, 2026 |
| Haverford Trust Co | History | No change | 1,035 | 380 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | No change | 1,036 | 380 | 0.01% | 0.01% | 650 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,034 | 379 | 0.01% | 0.01% | 652 | -17 | -1.62% | Q1 2026 | May 11, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 1,032 | 379 | 0.09% | 0.11% | 653 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,031 | 378 | 0.0% | 0.01% | 655 | -7,975 | -88.55% | Q1 2026 | Apr 29, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 1,031 | 378 | 0.19% | 0.18% | 654 | +140 | 15.71% | Q1 2026 | Apr 15, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 1,022 | 375 | 0.21% | 0.23% | 656 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stark Wealth Management LLC | History | No change | 910 | 375 | 1.41% | 1.41% | 657 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 1,016 | 373 | 0.03% | 0.08% | 660 | -2,420 | -70.43% | Q1 2026 | May 11, 2026 |
| MONEYWISE, INC. | History | New | 1,016 | 373 | 0.16% | — | 661 | +1,016 | New | Q1 2026 | Apr 27, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 1,017 | 373 | 0.04% | 0.05% | 659 | -198 | -16.3% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 1,018 | 373 | 0.02% | 0.02% | 658 | +6 | 0.59% | Q1 2026 | Apr 29, 2026 |
| Trexquant Investment LP | History | Added to | 1,013 | 372 | 0.0% | 0.0% | 662 | +207 | 25.68% | Q1 2026 | May 15, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,010 | 371 | 0.02% | 0.02% | 663 | +37 | 3.8% | Q1 2026 | Apr 27, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 1,011 | 371 | 0.18% | 0.2% | 664 | +1 | 0.1% | Q1 2026 | May 14, 2026 |
| Wealth Group Ltd | History | Reduced | 1,005 | 369 | 0.08% | 0.1% | 665 | -60 | -5.63% | Q1 2026 | Apr 10, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 1,000 | 367 | 0.01% | — | 666 | +1,000 | New | Q1 2026 | May 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 996 | 365 | 0.01% | 0.01% | 668 | +1 | 0.1% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 995 | 365 | 0.02% | 0.02% | 667 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| XML Financial, LLC | History | Added to | 983 | 361 | 0.03% | 0.03% | 669 | +1 | 0.1% | Q1 2026 | Apr 16, 2026 |
| Retireful, LLC | History | Added to | 939 | 360 | 0.51% | 0.43% | 670 | +111 | 13.41% | Q1 2026 | Apr 15, 2026 |
| GSG Advisors LLC | History | No change | 981 | 360 | 0.09% | 0.1% | 671 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 978 | 359 | 0.0% | — | 673 | +978 | New | Q1 2026 | May 15, 2026 |
| Aspen Wealth Management LLC | History | No change | 977 | 359 | 0.07% | 0.08% | 672 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 964 | 354 | 0.01% | 0.07% | 674 | -6,323 | -86.77% | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 963 | 353 | 0.04% | — | 675 | +963 | New | Q1 2026 | May 15, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 957 | 351 | 0.06% | 0.07% | 676 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MWA Asset Management | History | Reduced | 952 | 350 | 0.19% | 0.23% | 678 | -58 | -5.74% | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 953 | 350 | 0.01% | 0.01% | 677 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 946 | 347 | 0.06% | 0.07% | 680 | -88 | -8.51% | Q1 2026 | Apr 21, 2026 |
| Leeward Financial Partners, LLC | History | No change | 946 | 347 | 0.1% | 0.11% | 679 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sequent Planning LLC | History | Added to | 941 | 345 | 0.08% | 0.1% | 681 | +4 | 0.43% | Q1 2026 | Apr 21, 2026 |
| Fusion Capital, LLC | History | Reduced | 929 | 341 | 0.09% | 0.16% | 682 | -416 | -30.93% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 929 | 341 | 0.08% | 0.09% | 683 | +82 | 9.68% | Q1 2026 | May 06, 2026 |
| Wealthstar Advisors, LLC | History | No change | 927 | 340 | 0.16% | 0.17% | 684 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Brio Consultants, LLC | History | New | 3,986 | 339 | 0.04% | — | 687 | +3,986 | New | Q1 2026 | May 06, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 923 | 339 | 0.05% | 0.05% | 685 | +165 | 21.77% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 923 | 339 | 0.03% | 0.03% | 686 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BCS Wealth Management | History | Reduced | 920 | 338 | 0.07% | 0.07% | 688 | -872 | -48.66% | Q1 2026 | Apr 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 918 | 337 | 0.01% | 0.01% | 689 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TFR Capital, LLC. | History | Reduced | 910 | 334 | 0.1% | 0.13% | 691 | -51 | -5.31% | Q1 2026 | May 04, 2026 |
| Barnett & Company, Inc. | History | Added to | 911 | 334 | 0.26% | 0.3% | 690 | +6 | 0.66% | Q1 2026 | Apr 30, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 899 | 330 | 0.01% | 0.01% | 692 | -184 | -16.99% | Q1 2026 | May 01, 2026 |
| AMG National Trust Bank | History | Added to | 895 | 328 | 0.01% | 0.01% | 693 | +65 | 7.83% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | Reduced | 893 | 328 | 0.0% | 0.01% | 694 | -1 | -0.11% | Q1 2026 | Apr 08, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 3,842 | 327 | 0.07% | 0.08% | 695 | +3,075 | 400.91% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 880 | 323 | 0.01% | 0.02% | 697 | -15 | -1.68% | Q1 2026 | Apr 24, 2026 |
| PGIM Custom Harvest LLC | History | No change | 880 | 323 | 0.01% | 0.01% | 696 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 875 | 321 | 0.05% | 0.06% | 698 | -25 | -2.78% | Q1 2026 | Apr 29, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 867 | 318 | 0.29% | 0.34% | 699 | -25 | -2.8% | Q1 2026 | May 08, 2026 |
| S.A. Mason LLC | History | No change | 864 | 317 | 0.12% | 0.14% | 700 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 860 | 315 | 0.03% | 0.03% | 702 | -8 | -0.92% | Q1 2026 | May 01, 2026 |
| Palisade Asset Management, LLC | History | No change | 860 | 315 | 0.03% | 0.03% | 701 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 857 | 314 | 0.01% | 0.02% | 703 | -503 | -36.99% | Q1 2026 | May 13, 2026 |
| Mason & Associates, LLC | History | No change | 855 | 314 | 0.07% | 0.08% | 704 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 855 | 314 | 0.24% | 0.2% | 705 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 848 | 311 | 0.15% | 0.18% | 706 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 804 | 310 | 0.02% | 0.02% | 707 | +7 | 0.88% | Q1 2026 | Apr 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 831 | 305 | 0.03% | 0.04% | 708 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JMG Financial Group, Ltd. | History | No change | 826 | 303 | 0.01% | 0.01% | 709 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 825 | 303 | 0.01% | 0.01% | 710 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IMC-Chicago, LLC | History | New | 816 | 299 | 0.0% | — | 712 | +816 | New | Q1 2026 | May 05, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 814 | 299 | 0.11% | 0.11% | 711 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 812 | 298 | 0.02% | 0.03% | 713 | -26 | -3.1% | Q1 2026 | Apr 30, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 813 | 298 | 0.02% | 0.02% | 714 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Caprock Group, LLC | History | Added to | 810 | 297 | 0.01% | 0.01% | 715 | +233 | 40.38% | Q1 2026 | May 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 810 | 297 | 0.0% | 0.0% | 716 | -148 | -15.45% | Q1 2026 | Apr 27, 2026 |
| Venture Visionary Partners LLC | History | No change | 806 | 296 | 0.01% | 0.01% | 717 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Piedmont Capital Management, LLC | History | No change | 792 | 295 | 0.15% | 0.17% | 718 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Provident Wealth Management, LLC | History | No change | 804 | 295 | 0.09% | 0.1% | 719 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Alternatives, Inc | History | No change | 803 | 295 | 0.16% | 0.19% | 720 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 799 | 293 | 0.08% | 0.09% | 721 | +240 | 42.93% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 799 | 293 | 0.08% | 0.11% | 723 | -61 | -7.09% | Q1 2026 | May 13, 2026 |
| Mystic Asset Management, Inc. | History | No change | 800 | 293 | 0.07% | 0.07% | 722 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 795 | 292 | 0.07% | 0.08% | 724 | -100 | -11.17% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | No change | 792 | 291 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 791 | 290 | 0.05% | — | 726 | +791 | New | Q1 2026 | May 11, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 787 | 289 | 0.07% | 0.09% | 728 | -69 | -8.06% | Q1 2026 | May 11, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 787 | 289 | 0.06% | 0.06% | 727 | +66 | 9.15% | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 3,250 | 288 | 0.02% | 0.02% | 729 | +2,600 | 400.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 785 | 288 | 0.02% | 0.02% | 730 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 779 | 286 | 0.11% | 0.15% | 733 | -165 | -17.48% | Q1 2026 | Apr 23, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 779 | 286 | 0.16% | 0.18% | 734 | +3 | 0.39% | Q1 2026 | Apr 16, 2026 |
| DAVIDSON TRUST CO | History | No change | 780 | 286 | 0.12% | 0.13% | 731 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 780 | 286 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MidFirst Bank | History | No change | 776 | 285 | 0.02% | 0.03% | 735 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Reduced | 773 | 284 | 0.01% | 0.01% | 736 | -4 | -0.51% | Q1 2026 | Apr 28, 2026 |
| Welch Group, LLC | History | Reduced | 769 | 282 | 0.01% | 0.01% | 737 | -49 | -5.99% | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 770 | 282 | 0.01% | 0.01% | 739 | -16 | -2.04% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 768 | 282 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CPC Advisors, LLC | History | No change | 766 | 281 | 0.05% | 0.03% | 740 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 764 | 280 | 0.07% | 0.5% | 742 | -3,985 | -83.91% | Q1 2026 | Apr 30, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 763 | 280 | 0.05% | 0.07% | 741 | -17 | -2.18% | Q1 2026 | Apr 13, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 763 | 280 | 0.31% | 0.35% | 743 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Key FInancial Inc | History | No change | 753 | 276 | 0.05% | 0.06% | 744 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 747 | 274 | 0.02% | 0.03% | 745 | +1 | 0.13% | Q1 2026 | Apr 15, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 745 | 273 | 0.05% | 0.06% | 746 | -47 | -5.93% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 745 | 273 | 0.02% | 0.02% | 747 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 736 | 270 | 0.04% | 0.05% | 749 | -79 | -9.69% | Q1 2026 | Apr 22, 2026 |
| HM PAYSON & CO | History | Added to | 736 | 270 | 0.0% | 0.0% | 748 | +33 | 4.69% | Q1 2026 | Apr 13, 2026 |
| Allied Investment Advisors, LLC | History | No change | 734 | 269 | 0.04% | 0.05% | 750 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FreeGulliver LLC | History | No change | 734 | 269 | 0.11% | 0.11% | 751 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 3,202 | 267 | 0.33% | 0.34% | 752 | +2,551 | 391.86% | Q1 2026 | Apr 29, 2026 |
| Freestone Capital Holdings, LLC | History | New | 723 | 265 | 0.01% | — | 753 | +723 | New | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 717 | 263 | 0.03% | 0.03% | 754 | +152 | 26.9% | Q1 2026 | May 11, 2026 |
| Ridgewood Investments LLC | History | New | 713 | 261 | 0.11% | — | 756 | +713 | New | Q1 2026 | Apr 03, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Added to | 713 | 261 | 0.17% | 0.18% | 755 | +1 | 0.14% | Q1 2026 | Apr 20, 2026 |
| GREENLEAF TRUST | History | Added to | 706 | 259 | 0.0% | 0.0% | 757 | +13 | 1.88% | Q1 2026 | Apr 27, 2026 |
| NFC Investments, LLC | History | No change | 704 | 259 | 0.07% | 0.08% | 758 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Concorde Asset Management, LLC | History | No change | 629 | 259 | 0.1% | 0.1% | 759 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 698 | 256 | 0.0% | — | 760 | +698 | New | Q1 2026 | May 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 698 | 256 | 0.08% | — | 761 | +698 | New | Q1 2026 | May 13, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 616 | 254 | 0.28% | 0.28% | 762 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 690 | 253 | 0.01% | 0.01% | 763 | -45 | -6.12% | Q1 2026 | Apr 21, 2026 |
| Gradient Investments LLC | History | Reduced | 686 | 251 | 0.0% | 0.01% | 764 | -169 | -19.77% | Q1 2026 | Apr 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 682 | 250 | 0.01% | 0.01% | 765 | +1 | 0.15% | Q1 2026 | May 11, 2026 |
| LFG Wealth Partners, LLC | History | No change | 602 | 248 | 0.16% | 0.16% | 766 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 673 | 247 | 0.0% | 0.0% | 767 | -687 | -50.51% | Q1 2026 | May 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 663 | 243 | 0.08% | 0.08% | 768 | -5 | -0.75% | Q1 2026 | Apr 29, 2026 |
| Maia Wealth LLC | History | Reduced | 659 | 242 | 0.04% | 0.05% | 769 | -125 | -15.94% | Q1 2026 | May 08, 2026 |
| Guardian Financial Partners, LLC | History | No change | 656 | 241 | 0.1% | 0.11% | 770 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 657 | 241 | 0.06% | 0.08% | 771 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 586 | 241 | 0.01% | 0.01% | 772 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | No change | 655 | 240 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Private Trust Co. | History | No change | 655 | 240 | 0.01% | 0.02% | 774 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Saiph Capital, LLC | History | No change | 655 | 240 | 0.09% | 0.1% | 775 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 644 | 239 | 0.01% | 0.01% | 776 | -41 | -5.99% | Q1 2026 | Apr 08, 2026 |
| Emissary Wealth LLC | History | No change | 652 | 239 | 0.22% | 0.23% | 777 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 648 | 238 | 0.07% | 0.08% | 778 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ballast, Inc. | History | No change | 646 | 237 | 0.05% | 0.06% | 779 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 643 | 236 | 0.03% | 0.04% | 780 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 642 | 235 | 0.02% | 0.02% | 781 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Calamos Advisors LLC | History | New | 635 | 233 | 0.0% | — | 784 | +635 | New | Q1 2026 | May 04, 2026 |
| Steffes Financial, Ltd. | History | Added to | 635 | 233 | 0.12% | 0.14% | 783 | +2 | 0.32% | Q1 2026 | May 15, 2026 |
| Calamos Wealth Management LLC | History | No change | 635 | 233 | 0.01% | 0.01% | 782 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 619 | 230 | 0.12% | 0.14% | 785 | -19 | -2.98% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 625 | 229 | 0.0% | 0.0% | 786 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Reduced | 623 | 228 | 0.02% | 0.05% | 788 | -552 | -46.98% | Q1 2026 | Apr 23, 2026 |
| First Pacific Financial | History | Added to | 622 | 228 | 0.03% | 0.03% | 787 | +1 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 621 | 228 | 0.18% | 0.24% | 789 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 616 | 226 | 0.03% | — | 790 | +616 | New | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Reduced | 610 | 224 | 0.0% | 0.0% | 791 | -227 | -27.12% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 610 | 224 | 0.01% | 0.01% | 792 | +41 | 7.21% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 609 | 223 | 0.0% | 0.01% | 794 | +21 | 3.57% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 609 | 223 | 0.01% | 0.01% | 793 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFS Group,LLC | History | New | 600 | 220 | 0.2% | — | 796 | +600 | New | Q1 2026 | May 18, 2026 |
| Copia Wealth Management | History | Reduced | 600 | 220 | 0.15% | 0.24% | 795 | -198 | -24.81% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | No change | 598 | 219 | 0.02% | 0.02% | 797 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Orin Green Financial, LLC | History | No change | 597 | 219 | 0.09% | 0.1% | 798 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 596 | 218 | 0.03% | 0.17% | 799 | -2,275 | -79.24% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 592 | 218 | 0.01% | 0.01% | 800 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Shearwater Capital LLC | History | New | 592 | 217 | 0.11% | — | 801 | +592 | New | Q1 2026 | Apr 09, 2026 |
| Crestwood Advisors Group, LLC | History | New | 590 | 216 | 0.0% | — | 804 | +590 | New | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 589 | 216 | 0.01% | 0.03% | 803 | -146 | -19.86% | Q1 2026 | Apr 21, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 590 | 216 | 0.03% | 0.03% | 802 | -10 | -1.67% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 586 | 215 | 0.11% | 0.13% | 805 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 581 | 213 | 0.09% | 0.1% | 806 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 577 | 212 | 0.01% | 0.01% | 807 | -1 | -0.17% | Q1 2026 | Apr 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 509 | 210 | 0.02% | 0.02% | 808 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Heritage Financial Services, LLC | History | No change | 509 | 210 | 0.02% | 0.02% | 809 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 573 | 210 | 0.08% | 0.08% | 810 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Virtus Family Office LLC | History | No change | 569 | 209 | 0.18% | 0.2% | 811 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Evansbrook LLC | History | No change | 506 | 208 | 0.14% | 0.14% | 812 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 565 | 207 | 0.02% | 0.03% | 814 | -153 | -21.31% | Q1 2026 | May 13, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 565 | 207 | 0.02% | 0.02% | 813 | -3 | -0.53% | Q1 2026 | Apr 09, 2026 |
| Wedmont Private Capital | History | Reduced | 533 | 204 | 0.01% | 0.02% | 815 | -646 | -54.79% | Q1 2026 | Apr 09, 2026 |
| Madison Park Capital Advisors, LLC | History | New | 555 | 203 | 0.16% | — | 816 | +555 | New | Q1 2026 | Apr 22, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 552 | 202 | 0.08% | — | 818 | +552 | New | Q1 2026 | May 06, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 550 | 202 | 0.05% | 0.05% | 817 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 2,393 | 201 | 0.0% | — | 820 | +2,393 | New | Q1 2026 | May 04, 2026 |
| Annex Advisory Services, LLC | History | No change | 548 | 201 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Connecticut Wealth Management, LLC | History | New | 546 | 200 | 0.01% | — | 821 | +546 | New | Q1 2026 | Apr 30, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 525 | 195 | 0.02% | 0.02% | 822 | -100 | -16.0% | Q1 2026 | May 11, 2026 |
| Orion Capital Management LLC | History | Added to | 530 | 194 | 0.07% | 0.07% | 823 | +1 | 0.19% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 495 | 181 | 0.01% | 0.01% | 824 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | No change | 472 | 173 | 0.03% | 0.04% | 825 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 447 | 164 | 0.11% | — | 826 | +447 | New | Q1 2026 | Apr 21, 2026 |
| Vision Retirement, LLC | History | No change | 445 | 163 | 0.05% | 0.05% | 827 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NBT BANK N A /NY | History | Added to | 441 | 162 | 0.01% | 0.0% | 828 | +28 | 6.78% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 426 | 158 | 0.01% | 0.01% | 829 | +6 | 1.43% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 425 | 156 | 0.01% | — | 830 | +425 | New | Q1 2026 | Apr 23, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 414 | 152 | 0.05% | 0.08% | 831 | -160 | -27.87% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 411 | 151 | 0.03% | 0.04% | 832 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 399 | 146 | 0.0% | 0.0% | 833 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | No change | 354 | 130 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | Added to | 348 | 127 | 0.03% | 0.03% | 835 | +65 | 22.97% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | No change | 338 | 124 | 0.02% | 0.03% | 836 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 337 | 123 | 0.02% | 0.02% | 837 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 331 | 121 | 0.03% | 0.03% | 838 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TopTier Wealth Management, LLC | History | New | 322 | 118 | 0.07% | — | 839 | +322 | New | Q1 2026 | May 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,375 | 116 | 0.0% | 0.0% | 841 | +1,100 | 400.0% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 283 | 116 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 308 | 113 | 0.0% | 0.0% | 842 | +181 | 142.52% | Q1 2026 | May 12, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 303 | 111 | 0.01% | 0.01% | 843 | +120 | 65.57% | Q1 2026 | May 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 300 | 110 | 0.01% | 0.01% | 844 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 290 | 106 | 0.01% | 0.01% | 845 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 287 | 105 | 0.06% | 0.07% | 846 | -22 | -7.12% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 283 | 103 | 0.02% | 0.02% | 847 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Reduced | 281 | 101 | 0.0% | 0.0% | 849 | -75 | -21.07% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 275 | 101 | 0.0% | 0.0% | 848 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Align Financial, LLC | History | Reduced | 270 | 99 | 0.06% | 0.09% | 850 | -161,949 | -99.83% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 279 | 98 | 0.0% | 0.01% | 851 | -108 | -27.91% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 260 | 95 | 0.08% | 0.09% | 852 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 258 | 94 | 0.0% | 0.0% | 853 | -296 | -53.43% | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | No change | 250 | 91 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 250 | 91 | 0.07% | 0.09% | 855 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 221 | 81 | 0.04% | 0.04% | 856 | +4 | 1.84% | Q1 2026 | May 01, 2026 |
| Truvestments Capital LLC | History | No change | 220 | 80 | 0.01% | 0.02% | 857 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wellington Grp LLC | History | No change | 220 | 80 | 0.02% | 0.03% | 858 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Basepoint Wealth LLC | History | New | 208 | 76 | 0.04% | — | 859 | +208 | New | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 205 | 75 | 0.0% | 0.0% | 860 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 203 | 74 | 0.0% | 0.0% | 861 | +63 | 45.0% | Q1 2026 | Apr 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 201 | 73 | 0.01% | 0.01% | 862 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Citizens National Bank Trust Department | History | No change | 200 | 73 | 0.01% | 0.01% | 863 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 200 | 73 | 0.03% | 0.03% | 864 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Arlington Trust Co LLC | History | No change | 200 | 73 | 0.01% | 0.01% | 865 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 197 | 72 | 0.0% | 0.01% | 866 | -75 | -27.57% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 192 | 70 | 0.01% | 0.01% | 867 | -40 | -17.24% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 791 | 67 | 0.01% | 0.02% | 869 | +513 | 184.53% | Q1 2026 | May 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 185 | 67 | 0.02% | 0.03% | 868 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 180 | 66 | 0.01% | 0.01% | 870 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 177 | 65 | 0.0% | 0.0% | 871 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 159 | 65 | 0.02% | 0.02% | 872 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quantbot Technologies LP | History | New | 176 | 64 | 0.0% | — | 874 | +176 | New | Q1 2026 | May 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 175 | 64 | 0.01% | — | 875 | +175 | New | Q1 2026 | Apr 20, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 175 | 64 | 0.05% | 0.05% | 873 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| North Star Investment Management Corp. | History | Added to | 172 | 63 | 0.0% | 0.0% | 876 | +1 | 0.58% | Q1 2026 | Apr 23, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 173 | 63 | 0.02% | 0.03% | 877 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 171 | 62 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 168 | 61 | 0.02% | 0.01% | 881 | +42 | 33.33% | Q1 2026 | Apr 14, 2026 |
| Winch Advisory Services, LLC | History | No change | 167 | 61 | 0.01% | 0.02% | 879 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 150 | 61 | 0.04% | 0.04% | 880 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 150 | 55 | 0.01% | 0.01% | 882 | -42 | -21.88% | Q1 2026 | Apr 30, 2026 |
| Valued Wealth Advisors LLC | History | No change | 134 | 49 | 0.02% | 0.02% | 883 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rice Partnership, LLC | History | No change | 129 | 47 | 0.01% | 0.01% | 884 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 126 | 46 | 0.0% | — | 886 | +126 | New | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | Added to | 130 | 46 | 0.04% | 0.02% | 885 | +70 | 116.67% | Q1 2026 | Mar 31, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 125 | 45 | 0.02% | 0.02% | 887 | -19 | -13.19% | Q1 2026 | Apr 14, 2026 |
| EFG International AG | History | New | 120 | 44 | 0.0% | — | 890 | +120 | New | Q1 2026 | May 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 121 | 44 | 0.03% | 0.03% | 888 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MTM Investment Management, LLC | History | No change | 120 | 44 | 0.01% | 0.02% | 889 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 117 | 43 | 0.01% | 0.01% | 891 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 117 | 42 | 0.02% | 0.01% | 892 | +50 | 74.63% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 114 | 41 | 0.0% | 0.0% | 893 | +10 | 9.62% | Q1 2026 | May 12, 2026 |
| EASTERN BANK | History | Reduced | 108 | 39 | 0.0% | 0.0% | 894 | -443 | -80.4% | Q1 2026 | Apr 07, 2026 |
| Leo H. Evart, Inc. | History | New | 106 | 39 | 0.03% | — | 895 | +106 | New | Q1 2026 | May 13, 2026 |
| Wall Street Financial Group, Inc. | History | New | 101 | 37 | 0.02% | — | 896 | +101 | New | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 100 | 36 | 0.0% | 0.0% | 897 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 100 | 36 | 0.01% | 0.01% | 898 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NFSG Corp | History | No change | 99 | 36 | 0.01% | 0.01% | 899 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ancora Advisors LLC | History | Added to | 96 | 35 | 0.0% | 0.0% | 900 | +30 | 45.45% | Q1 2026 | May 15, 2026 |
| Seneschal Advisors, LLC | History | No change | 96 | 35 | 0.03% | 0.03% | 901 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 94 | 34 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 92 | 33 | 0.0% | 0.0% | 903 | -5 | -5.15% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 78 | 29 | 0.0% | 0.0% | 904 | +66 | 550.0% | Q1 2026 | May 01, 2026 |
| CDKV HOLDINGS LLC | History | No change | 81 | 29 | 0.03% | 0.03% | 905 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HOEY INVESTMENTS, INC | History | New | 77 | 28 | 0.0% | — | 907 | +77 | New | Q1 2026 | Apr 28, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 77 | 28 | 0.0% | 0.01% | 906 | -26 | -25.24% | Q1 2026 | May 08, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 75 | 27 | 0.02% | 0.03% | 908 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 69 | 25 | 0.06% | — | 910 | +69 | New | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 70 | 25 | 0.01% | 0.01% | 909 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Triumph Capital Management | History | Added to | 67 | 24 | 0.0% | 0.0% | 911 | +44 | 191.3% | Q1 2026 | May 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 63 | 23 | 0.0% | — | 913 | +63 | New | Q1 2026 | Apr 09, 2026 |
| Scarborough Advisors, LLC | History | New | 63 | 23 | 0.0% | — | 914 | +63 | New | Q1 2026 | May 07, 2026 |
| WFA of San Diego, LLC | History | No change | 63 | 23 | 0.02% | 0.02% | 912 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 61 | 22 | 0.01% | 0.01% | 915 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 60 | 22 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 60 | 22 | 0.01% | 0.01% | 917 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mascoma Wealth Management LLC | History | No change | 56 | 20 | 0.0% | 0.0% | 918 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| New Republic Capital, LLC | History | No change | 56 | 20 | 0.01% | 0.01% | 919 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 55 | 20 | 0.02% | 0.02% | 920 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 54 | 19 | 0.0% | — | 923 | +54 | New | Q1 2026 | May 06, 2026 |
| IAG Wealth Partners, LLC | History | New | 52 | 19 | 0.0% | — | 921 | +52 | New | Q1 2026 | Apr 29, 2026 |
| Ascentis Independent Advisors | History | New | 52 | 19 | 0.0% | — | 922 | +52 | New | Q1 2026 | Apr 28, 2026 |
| Field & Main Bank | History | Reduced | 50 | 18 | 0.01% | 0.01% | 924 | -21 | -29.58% | Q1 2026 | Apr 10, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 45 | 18 | 0.02% | 0.02% | 925 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 50 | 18 | 0.01% | 0.01% | 926 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Your Advocates Ltd., LLP | History | No change | 45 | 16 | 0.0% | 0.01% | 927 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Costello Asset Management, INC | History | Reduced | 43 | 15 | 0.01% | 0.01% | 929 | -50 | -53.76% | Q1 2026 | Apr 30, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 41 | 15 | 0.01% | — | 931 | +41 | New | Q1 2026 | May 15, 2026 |
| ALLIANZ SE | History | No change | 216 | 15 | 0.0% | 0.0% | 928 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| United Financial Planning Group LLC | History | No change | 43 | 15 | 0.01% | 0.01% | 930 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | No change | 40 | 14 | 0.0% | 0.0% | 932 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 36 | 13 | 0.01% | 0.01% | 933 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 32 | 12 | 0.0% | 0.0% | 934 | -9 | -21.95% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | No change | 35 | 12 | 0.0% | 0.0% | 935 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BALLAST ADVISORS LLC | History | New | 29 | 11 | 0.0% | — | 939 | +29 | New | Q1 2026 | May 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 29 | 11 | 0.0% | 0.0% | 936 | -13 | -30.95% | Q1 2026 | May 11, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 30 | 11 | 0.0% | 0.0% | 937 | +3 | 11.11% | Q1 2026 | Apr 29, 2026 |
| Colonial Trust Co / SC | History | No change | 30 | 11 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 29 | 10 | 0.0% | 0.0% | 940 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Monetary Solutions, Ltd | History | No change | 29 | 10 | 0.01% | 0.01% | 941 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ALERUS FINANCIAL NA | History | No change | 26 | 9 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | Reduced | 23 | 8 | 0.0% | 0.0% | 943 | -48 | -67.61% | Q1 2026 | Apr 28, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 23 | 8 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wealth Science Advisors LLC | History | New | 17 | 7 | 0.0% | — | 947 | +17 | New | Q1 2026 | Apr 08, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 21 | 7 | 0.0% | 0.0% | 945 | -3 | -12.5% | Q1 2026 | May 01, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 21 | 7 | 0.0% | 0.0% | 946 | -1 | -4.55% | Q1 2026 | May 12, 2026 |
| Hanson & Doremus Investment Management | History | New | 15 | 6 | 0.0% | — | 950 | +15 | New | Q1 2026 | Apr 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 19 | 6 | 0.0% | 0.0% | 948 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fairway Wealth LLC | History | No change | 18 | 6 | 0.0% | 0.0% | 949 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 16 | 5 | 0.0% | 0.0% | 951 | -100 | -86.21% | Q1 2026 | May 05, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 15 | 5 | 0.0% | 0.02% | 955 | -89 | -85.58% | Q1 2026 | Apr 08, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 79 | 5 | 0.0% | 0.01% | 952 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DecisionPoint Financial, LLC | History | No change | 14 | 5 | 0.0% | 0.0% | 953 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 14 | 5 | 0.0% | 0.0% | 954 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 14 | 5 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 11 | 4 | 0.0% | — | 962 | +11 | New | Q1 2026 | May 08, 2026 |
| Hurley Capital, LLC | History | No change | 12 | 4 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 10 | 4 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Advocates LLC | History | No change | 12 | 4 | 0.02% | 0.0% | 959 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 11 | 4 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 12 | 4 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | New | 9 | 3 | 0.0% | — | 966 | +9 | New | Q1 2026 | Apr 27, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 8 | 3 | 0.0% | 0.0% | 963 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 964 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sawyer & Company, Inc | History | New | 7 | 2 | 0.0% | — | 970 | +7 | New | Q1 2026 | Apr 23, 2026 |
| Decker Retirement Planning Inc. | History | New | 6 | 2 | 0.0% | — | 971 | +6 | New | Q1 2026 | Apr 20, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 6 | 2 | 0.0% | — | 972 | +6 | New | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 6 | 2 | 0.0% | 0.0% | 969 | +2 | 50.0% | Q1 2026 | May 04, 2026 |
| Quaker Wealth Management, LLC | History | No change | 6 | 2 | 0.0% | 0.0% | 967 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TSFG, LLC | History | No change | 5 | 2 | 0.0% | 0.0% | 968 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IFG Advisory, LLC | History | Reduced | 5 | 1 | 0.0% | 0.02% | 975 | -939 | -99.47% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3 | 1 | 0.0% | 0.0% | 973 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2 | 1 | 0.0% | 0.0% | 974 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kensington Asset Management, LLC | History | Closed out | 0 | 0 | — | 5.63% | — | -261,800 | -100.0% | Q1 2026 | May 21, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -124,032 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.07% | — | -61,500 | -100.0% | Q1 2026 | May 04, 2026 |
| VCU Investment Management Co | History | Closed out | 0 | 0 | — | 27.36% | — | -56,435 | -100.0% | Q1 2026 | May 07, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 1.58% | — | -42,629 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -42,090 | -100.0% | Q1 2026 | May 11, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 3.12% | — | -39,746 | -100.0% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.27% | — | -30,988 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,914 | -100.0% | Q1 2026 | May 15, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 2.94% | — | -16,756 | -100.0% | Q1 2026 | May 01, 2026 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 1.04% | — | -14,823 | -100.0% | Q1 2026 | May 05, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.48% | — | -10,040 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,058 | -100.0% | Q1 2026 | May 14, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 0.86% | — | -4,385 | -100.0% | Q1 2026 | May 14, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -3,920 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Vigilare Wealth Management | History | Closed out | 0 | 0 | — | 0.52% | — | -3,762 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,334 | -100.0% | Q1 2026 | May 01, 2026 |
| Nautilus Advisors LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -3,076 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Sather Financial Group Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -2,706 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,580 | -100.0% | Q1 2026 | Apr 07, 2026 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,985 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMG Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 2.41% | — | -1,812 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,679 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q1 2026 | May 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -1,597 | -100.0% | Q1 2026 | May 12, 2026 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,500 | -100.0% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,322 | -100.0% | Q1 2026 | May 21, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,319 | -100.0% | Q1 2026 | May 20, 2026 |
| Orgel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,276 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Voya Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,015 | -100.0% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -994 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Linscomb Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -911 | -100.0% | Q1 2026 | May 11, 2026 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -825 | -100.0% | Q1 2026 | May 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.04% | — | -801 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Kingsman Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -743 | -100.0% | Q1 2026 | Apr 21, 2026 |
| RiverFront Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -729 | -100.0% | Q1 2026 | May 11, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -684 | -100.0% | Q1 2026 | May 12, 2026 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.04% | — | -654 | -100.0% | Q1 2026 | May 04, 2026 |
| International Private Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -654 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -621 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.12% | — | -575 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Spectrum Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -567 | -100.0% | Q1 2026 | Apr 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -554 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital Planning Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -539 | -100.0% | Q1 2026 | May 14, 2026 |
| Nadler Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -538 | -100.0% | Q1 2026 | May 04, 2026 |
| Valley Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -538 | -100.0% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -534 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -531 | -100.0% | Q1 2026 | May 01, 2026 |
| Buska Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -531 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Truepoint, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -529 | -100.0% | Q1 2026 | May 08, 2026 |
| Great Point Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -527 | -100.0% | Q1 2026 | Apr 27, 2026 |
| EWA, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -520 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OMNI 360 Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -520 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Redwood Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -519 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -518 | -100.0% | Q1 2026 | May 13, 2026 |
| Prospect Financial Services LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -517 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Madison Wealth Partners, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -504 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Winthrop Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -502 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Strategic Equity Management | History | Closed out | 0 | 0 | — | 0.07% | — | -493 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -488 | -100.0% | Q1 2026 | May 07, 2026 |
| Tamar Securities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -486 | -100.0% | Q1 2026 | May 14, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -357 | -100.0% | Q1 2026 | May 04, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -267 | -100.0% | Q1 2026 | May 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -254 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -140 | -100.0% | Q1 2026 | May 04, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -78 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -60 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25 | -100.0% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 03, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |