iSHARES TRUST - MUB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 42,113,660 | 4,470,365 | 0.33% | 0.29% | 1 | +4,763,839 | 12.75% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 21,943,710 | 2,329,324 | 0.12% | 0.12% | 2 | -354,174 | -1.59% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 19,583,732 | 2,078,813 | 3.94% | 3.88% | 3 | +593,514 | 3.13% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,704,651 | 1,772,963 | 0.47% | 0.45% | 4 | +2,522,106 | 17.78% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 14,367,478 | 1,525,107 | 1.03% | 1.04% | 5 | +812,109 | 5.99% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 11,762,384 | 1,248,577 | 0.33% | 0.32% | 6 | +663,075 | 5.97% | Q1 2026 | May 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 11,596,161 | 1,230,932 | 0.42% | 0.39% | 7 | +882,344 | 8.24% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,008,488 | 1,062,401 | 0.2% | 0.19% | 8 | +72,042 | 0.73% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,357,674 | 993,317 | 1.47% | 1.4% | 9 | +808,430 | 9.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 9,214,317 | 978,099 | 0.06% | 0.05% | 10 | +637,356 | 7.43% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,903,359 | 945,091 | 0.58% | 0.57% | 11 | +472,246 | 5.6% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 7,622,993 | 809,180 | 0.12% | 0.04% | 12 | +5,177,341 | 211.7% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,303,630 | 775,280 | 0.14% | 0.13% | 13 | +214,265 | 3.02% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,185,272 | 762,716 | 0.44% | 0.43% | 14 | -150,886 | -2.06% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,687,268 | 603,703 | 2.32% | — | 15 | +5,687,268 | New | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 5,274,695 | 559,909 | 0.52% | 0.56% | 16 | +6,428 | 0.12% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 5,232,551 | 555,440 | 0.67% | 0.66% | 17 | +3,030 | 0.06% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,709,555 | 498,977 | 0.03% | 0.03% | 18 | +17,682 | 0.38% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,442,764 | 471,599 | 1.04% | 1.17% | 19 | -457,491 | -9.34% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 3,210,936 | 340,840 | 0.36% | 0.33% | 20 | +416,372 | 14.9% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 3,196,889 | 339,349 | 0.69% | 0.67% | 21 | +129,497 | 4.22% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,953,836 | 312,261 | 0.15% | 0.15% | 22 | +681,226 | 29.98% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,823,552 | 299,720 | 0.42% | 0.41% | 23 | -38,196 | -1.33% | Q1 2026 | Apr 27, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 2,677,093 | 284,173 | 6.12% | 6.18% | 24 | +61,174 | 2.34% | Q1 2026 | Apr 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 2,331,591 | 247,498 | 2.71% | 2.77% | 25 | -35,380 | -1.49% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,281,826 | 242,215 | 0.07% | 0.06% | 26 | +492,497 | 27.52% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,114,126 | 224,414 | 0.03% | 0.04% | 27 | -809,866 | -27.7% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 2,108,214 | 223,771 | 0.26% | 0.26% | 28 | +59,282 | 2.89% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,977,019 | 209,860 | 1.17% | 1.06% | 29 | +210,628 | 11.92% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,947,693 | 206,747 | 0.57% | 0.53% | 30 | -81,008 | -3.99% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,774,702 | 188,384 | 0.02% | 0.02% | 31 | +742,570 | 71.95% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,737,213 | 184,405 | 0.2% | 0.21% | 32 | -15,217 | -0.87% | Q1 2026 | May 05, 2026 |
| ALLSTATE CORP | History | Reduced | 1,733,524 | 184,013 | 1.97% | 4.41% | 33 | -1,282,885 | -42.53% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,675,290 | 177,890 | 0.04% | 0.05% | 34 | -546,987 | -24.61% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 1,606,330 | 170,512 | 4.67% | 4.85% | 35 | +106,502 | 7.1% | Q1 2026 | May 12, 2026 |
| Facet Wealth, Inc. | History | Reduced | 1,397,796 | 148,376 | 2.57% | 3.0% | 36 | -172,869 | -11.01% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 1,298,929 | 137,881 | 0.06% | 0.06% | 37 | +125,022 | 10.65% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,271,750 | 134,994 | 0.24% | 0.25% | 38 | +54,094 | 4.44% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,258,347 | 133,573 | 0.02% | 0.02% | 39 | -29,580 | -2.3% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,175,348 | 124,763 | 0.69% | 0.66% | 40 | -578,013 | -32.97% | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,169,211 | 124,111 | 0.03% | 0.01% | 41 | +730,720 | 166.64% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,126,750 | 119,604 | 1.83% | 1.9% | 42 | -36,782 | -3.16% | Q1 2026 | Apr 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 1,079,334 | 114,571 | 0.9% | — | 43 | +1,079,334 | New | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | Added to | 1,070,265 | 113,608 | 0.16% | 0.16% | 44 | +71,036 | 7.11% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,053,799 | 111,873 | 0.12% | 0.15% | 45 | -145,004 | -12.1% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,032,052 | 109,552 | 0.01% | 0.01% | 46 | +599,174 | 138.42% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 980,111 | 104,038 | 0.14% | 0.14% | 47 | +25,485 | 2.67% | Q1 2026 | Apr 27, 2026 |
| Centiva Capital, LP | History | Added to | 930,874 | 98,812 | 0.73% | 0.04% | 48 | +880,874 | 1761.75% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 927,175 | 98,429 | 0.14% | 0.13% | 49 | +81,428 | 9.63% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 916,625 | 97,299 | 1.68% | 1.24% | 50 | +443,223 | 93.63% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 864,554 | 91,764 | 0.13% | 0.12% | 51 | +16,604 | 1.96% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 847,619 | 89,974 | 0.44% | 0.44% | 52 | +62,666 | 7.98% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 842,713 | 89,454 | 0.87% | 0.81% | 53 | +69,244 | 8.95% | Q1 2026 | May 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 830,094 | 88,114 | 4.74% | 4.92% | 54 | -6,029 | -0.72% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 781,060 | 82,909 | 0.71% | 0.61% | 55 | +2,883 | 0.37% | Q1 2026 | May 13, 2026 |
| DV Trading LLC | History | New | 774,100 | 82,170 | 1.95% | — | 56 | +774,100 | New | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 767,535 | 81,473 | 4.43% | 4.15% | 57 | +64,588 | 9.19% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 756,078 | 80,257 | 0.42% | 0.48% | 58 | +122,299 | 19.3% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 751,600 | 79,782 | 0.21% | 0.2% | 59 | +63,676 | 9.26% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | Reduced | 717,755 | 76,189 | 1.49% | 2.45% | 60 | -447,758 | -38.42% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 706,540 | 74,999 | 0.13% | 0.13% | 61 | +57,329 | 8.83% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 678,200 | 71,990 | 0.01% | 0.0% | 62 | +590,700 | 675.09% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 652,281 | 69,239 | 0.34% | 0.3% | 63 | +149,201 | 29.66% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 650,618 | 69,063 | 0.0% | 0.0% | 64 | +432,320 | 198.04% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 647,017 | 68,680 | 0.11% | 0.11% | 65 | -40,237 | -5.85% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 645,815 | 68,553 | 0.79% | 0.84% | 66 | +1,348 | 0.21% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 635,731 | 67,482 | 0.06% | 0.06% | 67 | +16,733 | 2.7% | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 633,596 | 67,256 | 1.28% | 1.28% | 68 | +2,714 | 0.43% | Q1 2026 | May 01, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 620,897 | 65,908 | 3.18% | 3.37% | 69 | -10,892 | -1.72% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 613,660 | 65,072 | 0.4% | 0.38% | 70 | +26,067 | 4.44% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 607,800 | 64,517 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 579,572 | 61,521 | 0.12% | 0.12% | 72 | -20,096 | -3.35% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 566,374 | 60,120 | 1.01% | 0.96% | 73 | +31,036 | 5.8% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 559,388 | 59,379 | 0.02% | 0.02% | 74 | -13,292 | -2.32% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Added to | 542,700 | 57,607 | 1.71% | 1.59% | 75 | +51,191 | 10.42% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 537,049 | 57,007 | 0.1% | 0.04% | 76 | +424,640 | 377.76% | Q1 2026 | May 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 535,118 | 56,802 | 0.83% | 0.94% | 77 | -46,890 | -8.06% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 532,745 | 56,636 | 0.53% | 0.55% | 78 | +56,222 | 11.8% | Q1 2026 | Apr 07, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 526,425 | 55,880 | 0.49% | 0.47% | 79 | +81,251 | 18.25% | Q1 2026 | May 14, 2026 |
| Parcion Private Wealth LLC | History | Added to | 525,436 | 55,775 | 3.46% | 3.31% | 80 | +17,927 | 3.53% | Q1 2026 | Apr 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 522,464 | 55,459 | 0.68% | 0.75% | 81 | -21,722 | -3.99% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 522,191 | 55,430 | 1.08% | 1.12% | 82 | -11,246 | -2.11% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 512,469 | 54,398 | 0.43% | 0.52% | 83 | -96,641 | -15.87% | Q1 2026 | May 01, 2026 |
| LMR Partners LLP | History | Reduced | 508,600 | 53,987 | 0.12% | 0.37% | 84 | -1,329,600 | -72.33% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 495,654 | 52,613 | 1.44% | 1.51% | 85 | -7,053 | -1.4% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 492,231 | 52,417 | 0.11% | 0.12% | 86 | -329,058 | -40.07% | Q1 2026 | Apr 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 492,741 | 52,304 | 0.74% | 0.7% | 87 | -7,742 | -1.55% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 488,681 | 51,873 | 0.01% | 0.01% | 88 | +30,094 | 6.56% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 472,473 | 50,441 | 1.63% | 1.74% | 89 | +6,901 | 1.48% | Q1 2026 | Apr 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 462,015 | 49,486 | 0.02% | 0.02% | 90 | -7,673 | -1.63% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Reduced | 443,046 | 47,029 | 5.9% | 6.4% | 91 | -24,446 | -5.23% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 438,228 | 46,516 | 0.57% | 0.39% | 92 | +150,175 | 52.13% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 435,863 | 46,266 | 0.19% | 0.19% | 93 | +11,709 | 2.76% | Q1 2026 | May 14, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 424,104 | 45,425 | 3.66% | 3.65% | 94 | +1,252 | 0.3% | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | Added to | 416,280 | 44,188 | 1.53% | 1.48% | 95 | +12,819 | 3.18% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 409,195 | 43,816 | 5.96% | 3.37% | 96 | +245,278 | 149.64% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 407,499 | 43,647 | 0.17% | 0.17% | 97 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 392,889 | 41,705 | 0.06% | 0.04% | 98 | +116,166 | 41.98% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 388,912 | 41,283 | 0.02% | 0.02% | 99 | -6,957 | -1.76% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 388,834 | 41,275 | 0.11% | 0.1% | 100 | +46,598 | 13.62% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 385,993 | 40,973 | 2.29% | 2.3% | 101 | +4,141 | 1.08% | Q1 2026 | Apr 20, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 383,426 | 40,700 | 2.76% | 2.62% | 102 | +32,462 | 9.25% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 380,909 | 40,433 | 1.08% | 0.94% | 103 | +108,427 | 39.79% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 373,948 | 40,052 | 0.26% | 0.33% | 104 | -77,977 | -17.25% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 375,769 | 39,880 | 0.08% | 0.07% | 105 | +15,095 | 4.19% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 373,962 | 39,696 | 0.15% | 0.14% | 106 | +57,042 | 18.0% | Q1 2026 | Apr 30, 2026 |
| Gradient Investments LLC | History | Added to | 362,236 | 38,451 | 0.6% | 0.47% | 107 | +83,549 | 29.98% | Q1 2026 | Apr 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 360,475 | 38,264 | 4.22% | 4.11% | 108 | +19,738 | 5.79% | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 359,320 | 38,141 | 2.34% | 2.5% | 109 | +2,872 | 0.81% | Q1 2026 | Apr 20, 2026 |
| Lutz Financial Services LLC | History | Added to | 353,163 | 37,488 | 2.52% | 2.56% | 110 | +1,865 | 0.53% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 351,964 | 37,360 | 0.3% | 0.35% | 111 | +79,298 | 29.08% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 350,848 | 37,258 | 1.37% | 0.09% | 112 | +345,321 | 6247.89% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 339,977 | 36,088 | 0.2% | 0.2% | 113 | +64 | 0.02% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 339,274 | 36,013 | 0.06% | 0.05% | 114 | +11,052 | 3.37% | Q1 2026 | May 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 336,951 | 35,767 | 1.79% | 0.46% | 115 | +246,140 | 271.05% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 334,925 | 35,552 | 0.29% | — | 116 | +334,925 | New | Q1 2026 | May 01, 2026 |
| Liquid Strategies, LLC | History | Added to | 331,858 | 35,226 | 7.57% | 7.57% | 117 | +7,266 | 2.24% | Q1 2026 | May 01, 2026 |
| Balentine LLC | History | Reduced | 330,343 | 35,065 | 1.41% | 2.88% | 118 | -377,929 | -53.36% | Q1 2026 | Apr 24, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 326,937 | 34,704 | 4.21% | 2.96% | 119 | +81,895 | 33.42% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Added to | 314,946 | 33,431 | 3.13% | 3.06% | 120 | +10,429 | 3.42% | Q1 2026 | Apr 13, 2026 |
| COMMERCE BANK | History | Added to | 307,511 | 32,642 | 0.16% | 0.17% | 121 | +15,096 | 5.16% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 301,950 | 32,341 | 1.09% | 1.09% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 299,860 | 31,830 | 0.04% | 0.04% | 123 | -23,500 | -7.27% | Q1 2026 | May 13, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 298,694 | 31,706 | 0.83% | 0.81% | 124 | +13,666 | 4.79% | Q1 2026 | Apr 16, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 296,178 | 31,439 | 3.06% | 3.09% | 125 | +1,285 | 0.44% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 295,321 | 31,348 | 0.15% | 0.14% | 126 | +24,932 | 9.22% | Q1 2026 | Apr 24, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 291,745 | 30,968 | 2.22% | 2.37% | 127 | -4,579 | -1.55% | Q1 2026 | Apr 29, 2026 |
| ASPIRIANT, LLC | History | Reduced | 288,891 | 30,665 | 0.87% | 0.93% | 128 | -13,918 | -4.6% | Q1 2026 | May 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 284,162 | 30,163 | 6.18% | 6.46% | 129 | -16,108 | -5.36% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 272,630 | 28,939 | 1.76% | 1.47% | 130 | -5,461,311 | -95.25% | Q1 2026 | May 12, 2026 |
| SNS Financial Group, LLC | History | Added to | 272,380 | 28,913 | 2.49% | 2.48% | 131 | +3,172 | 1.18% | Q1 2026 | Apr 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 271,681 | 28,838 | 0.63% | 0.57% | 132 | +17,376 | 6.83% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 266,664 | 28,306 | 0.36% | 0.33% | 133 | +23,474 | 9.65% | Q1 2026 | May 15, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 266,033 | 28,239 | 3.39% | 3.09% | 134 | +39,556 | 17.47% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Reduced | 266,021 | 28,238 | 0.1% | 0.09% | 135 | -3,679 | -1.36% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Added to | 264,783 | 28,106 | 0.61% | 0.48% | 136 | +9,962 | 3.91% | Q1 2026 | May 07, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 261,266 | 27,733 | 2.92% | 2.78% | 137 | +23,749 | 10.0% | Q1 2026 | May 11, 2026 |
| Atlatl Advisers LLC | History | Added to | 260,793 | 27,683 | 20.54% | 3.35% | 138 | +179,321 | 220.1% | Q1 2026 | May 07, 2026 |
| WESBANCO BANK INC | History | Added to | 260,726 | 27,676 | 0.77% | 0.7% | 139 | +24,293 | 10.27% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 255,935 | 27,167 | 0.2% | 0.2% | 140 | +27,100 | 11.84% | Q1 2026 | Apr 15, 2026 |
| One Wealth Advisors, LLC | History | Added to | 250,587 | 26,599 | 3.31% | 3.15% | 141 | +9,674 | 4.02% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Added to | 249,006 | 26,432 | 0.81% | 0.77% | 142 | +8,668 | 3.61% | Q1 2026 | Apr 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 248,787 | 26,408 | 0.13% | 0.14% | 143 | +16,373 | 7.04% | Q1 2026 | May 08, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 246,898 | 26,208 | 1.76% | 1.71% | 144 | +15,844 | 6.86% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 246,280 | 26,142 | 0.3% | 0.31% | 145 | -13,708 | -5.27% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 241,317 | 26,009 | 2.32% | 2.04% | 146 | +25,972 | 12.06% | Q1 2026 | May 11, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 241,400 | 25,624 | 0.28% | 0.3% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 240,941 | 25,575 | 0.14% | 0.16% | 148 | -5,970 | -2.42% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Added to | 238,263 | 25,291 | 2.19% | 2.11% | 149 | +9,175 | 4.01% | Q1 2026 | Apr 24, 2026 |
| Crewe Advisors LLC | History | Added to | 235,253 | 24,972 | 2.13% | 2.05% | 150 | +19,531 | 9.05% | Q1 2026 | May 07, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 234,613 | 24,904 | 3.44% | 2.92% | 151 | +39,517 | 20.26% | Q1 2026 | Apr 21, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 233,401 | 24,775 | 0.21% | 0.2% | 152 | +11,855 | 5.35% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 233,162 | 24,750 | 0.06% | 0.05% | 153 | +24,225 | 11.59% | Q1 2026 | Apr 22, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 229,796 | 24,597 | 1.6% | 1.56% | 154 | +11,578 | 5.31% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 230,565 | 24,474 | 0.11% | 0.1% | 155 | +6,268 | 2.79% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 227,052 | 24,319 | 2.7% | 2.7% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 226,022 | 23,992 | 1.55% | 1.61% | 157 | -11,380 | -4.79% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 220,186 | 23,362 | 0.66% | 0.84% | 158 | -32,832 | -12.98% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | Added to | 216,809 | 23,014 | 0.25% | 0.06% | 159 | +194,443 | 869.37% | Q1 2026 | May 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 215,352 | 22,859 | 0.58% | 0.54% | 160 | +20,725 | 10.65% | Q1 2026 | May 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 214,253 | 22,742 | 0.89% | 0.92% | 161 | -3,452 | -1.59% | Q1 2026 | Apr 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 213,929 | 22,708 | 0.27% | 0.27% | 162 | -1,163 | -0.54% | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 213,882 | 22,703 | 0.41% | 0.48% | 163 | -30,972 | -12.65% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 213,593 | 22,672 | 1.06% | 0.96% | 164 | +34,960 | 19.57% | Q1 2026 | Apr 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 213,106 | 22,621 | 0.09% | 0.09% | 165 | -5,304 | -2.43% | Q1 2026 | May 11, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 212,459 | 22,568 | 3.69% | 3.72% | 166 | +2,228 | 1.06% | Q1 2026 | Apr 20, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 207,750 | 22,052 | 0.67% | 0.53% | 167 | +41,238 | 24.77% | Q1 2026 | May 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 207,469 | 22,022 | 1.16% | 1.13% | 168 | +16,190 | 8.46% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 204,335 | 21,690 | 0.39% | 0.37% | 169 | +9,887 | 5.08% | Q1 2026 | Apr 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 204,025 | 21,657 | 0.46% | 0.49% | 170 | -15,256 | -6.96% | Q1 2026 | May 13, 2026 |
| Slow Capital, Inc. | History | Reduced | 201,707 | 21,411 | 2.78% | 2.6% | 171 | -1,212 | -0.6% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | Added to | 194,908 | 20,927 | 0.31% | 0.38% | 172 | +13,181 | 7.25% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 195,656 | 20,768 | 0.59% | 0.68% | 173 | -22,296 | -10.23% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 190,500 | 20,221 | 0.01% | 0.0% | 174 | +101,900 | 115.01% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 189,235 | 20,087 | 0.02% | 0.01% | 175 | +66,023 | 53.58% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 188,213 | 19,978 | 0.16% | 0.12% | 176 | +31,161 | 19.84% | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 184,811 | 19,852 | 0.76% | 0.78% | 177 | +3,466 | 1.91% | Q1 2026 | Apr 24, 2026 |
| VICUS CAPITAL | History | Added to | 183,680 | 19,497 | 1.43% | 1.42% | 178 | +7,189 | 4.07% | Q1 2026 | Apr 22, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 177,441 | 18,835 | 4.97% | 5.1% | 179 | -4,898 | -2.69% | Q1 2026 | Apr 20, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 177,078 | 18,796 | 0.12% | 0.12% | 180 | -1,692 | -0.95% | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | Added to | 176,705 | 18,756 | 0.41% | 0.34% | 181 | +43,538 | 32.69% | Q1 2026 | May 04, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 175,740 | 18,654 | 4.12% | 4.66% | 182 | -16,498 | -8.58% | Q1 2026 | Apr 21, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 175,355 | 18,613 | 4.92% | 4.99% | 183 | +4,124 | 2.41% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 171,813 | 18,402 | 0.36% | 0.36% | 184 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stairway Partners, LLC | History | Added to | 173,332 | 18,399 | 0.95% | 0.96% | 185 | +160 | 0.09% | Q1 2026 | Apr 02, 2026 |
| Charles Schwab Trust Co | History | Reduced | 172,549 | 18,316 | 1.19% | 1.27% | 186 | -7,948 | -4.4% | Q1 2026 | Apr 10, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 171,618 | 18,217 | 2.5% | 2.55% | 187 | -1,287 | -0.74% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 171,240 | 18,177 | 0.33% | 0.26% | 188 | +44,864 | 35.5% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 171,015 | 18,153 | 0.29% | 0.34% | 189 | -25,341 | -12.91% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 169,836 | 18,028 | 0.1% | 0.28% | 190 | -279,968 | -62.24% | Q1 2026 | May 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 169,457 | 17,987 | 2.21% | 2.29% | 191 | -5,587 | -3.19% | Q1 2026 | Apr 10, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 168,750 | 17,912 | 4.6% | 4.43% | 192 | +11,436 | 7.27% | Q1 2026 | Apr 09, 2026 |
| Black Diamond Financial, LLC | History | Added to | 168,516 | 17,887 | 1.95% | 1.69% | 193 | +18,888 | 12.62% | Q1 2026 | May 05, 2026 |
| Symmetry Partners, LLC | History | Reduced | 167,926 | 17,825 | 1.02% | 1.07% | 194 | -563 | -0.33% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 159,577 | 16,939 | 0.19% | 0.17% | 195 | +19,384 | 13.83% | Q1 2026 | Apr 16, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 156,224 | 16,583 | 7.24% | 7.02% | 196 | +3,913 | 2.57% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 154,142 | 16,362 | 0.18% | 0.24% | 197 | -13,803 | -8.22% | Q1 2026 | May 15, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 153,000 | 16,240 | 1.06% | 1.08% | 198 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 152,802 | 16,219 | 0.45% | 0.36% | 199 | +24,699 | 19.28% | Q1 2026 | Apr 28, 2026 |
| RMR Wealth Builders | History | Added to | 152,237 | 16,159 | 1.27% | 1.23% | 200 | +8,186 | 5.68% | Q1 2026 | Apr 22, 2026 |
| North Star Investment Management Corp. | History | Added to | 151,355 | 16,066 | 0.97% | 0.99% | 201 | +3,522 | 2.38% | Q1 2026 | Apr 23, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 150,771 | 16,004 | 10.61% | 10.88% | 202 | +11 | 0.01% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 150,604 | 15,900 | 0.18% | 0.09% | 203 | +85,978 | 133.04% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 143,880 | 15,303 | 0.02% | — | 204 | +143,880 | New | Q1 2026 | May 12, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 143,747 | 15,258 | 0.86% | 0.78% | 205 | +6,608 | 4.82% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 142,530 | 15,129 | 0.2% | 0.25% | 206 | -24,816 | -14.83% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 141,346 | 15,003 | 0.99% | 0.93% | 207 | +11,312 | 8.7% | Q1 2026 | Apr 21, 2026 |
| First Financial Bank - Trust Division | History | Added to | 141,172 | 14,985 | 1.21% | 1.19% | 208 | +6,037 | 4.47% | Q1 2026 | Apr 01, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 140,890 | 14,955 | 2.93% | 3.04% | 209 | +2,356 | 1.7% | Q1 2026 | May 14, 2026 |
| Elm Partners Management LLC | History | Added to | 140,396 | 14,874 | 0.64% | 0.63% | 210 | +10,288 | 7.91% | Q1 2026 | May 13, 2026 |
| Towercrest Capital Management | History | Added to | 139,953 | 14,856 | 2.31% | 2.27% | 211 | +5,657 | 4.21% | Q1 2026 | May 01, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 139,393 | 14,796 | 0.62% | 0.6% | 212 | -2,410 | -1.7% | Q1 2026 | Apr 13, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 137,938 | 14,642 | 1.03% | 1.07% | 213 | -447 | -0.32% | Q1 2026 | May 12, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 137,329 | 14,577 | 1.06% | 1.25% | 214 | -18,650 | -11.96% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Added to | 136,864 | 14,528 | 1.63% | 0.92% | 215 | +62,623 | 84.35% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 136,015 | 14,438 | 0.04% | 0.04% | 216 | -2,623 | -1.89% | Q1 2026 | May 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 135,950 | 14,431 | 1.16% | 1.2% | 217 | +1,872 | 1.4% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 135,674 | 14,401 | 0.15% | 0.17% | 218 | -18,472 | -11.98% | Q1 2026 | May 11, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 134,039 | 14,228 | 1.73% | 1.64% | 219 | +2,928 | 2.23% | Q1 2026 | Apr 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 133,555 | 14,176 | 0.2% | 0.2% | 220 | -2,534 | -1.86% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Added to | 133,357 | 14,155 | 0.43% | 0.19% | 221 | +73,240 | 121.83% | Q1 2026 | May 14, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 133,225 | 14,141 | 2.68% | 2.51% | 222 | +9,512 | 7.69% | Q1 2026 | Apr 09, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 133,184 | 14,137 | 1.22% | 1.27% | 223 | -5,538 | -3.99% | Q1 2026 | May 06, 2026 |
| Brooklyn FI, LLC | History | Reduced | 132,603 | 14,075 | 2.96% | 3.2% | 224 | -6,961 | -4.99% | Q1 2026 | May 11, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 131,357 | 14,069 | 2.98% | 2.98% | 225 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Single Point Partners, LLC | History | Added to | 129,797 | 13,777 | 2.74% | 2.74% | 226 | +266 | 0.21% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 128,303 | 13,742 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 126,597 | 13,438 | 0.0% | 0.0% | 228 | +14,001 | 12.43% | Q1 2026 | May 06, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 125,778 | 13,351 | 12.39% | 11.7% | 229 | +8,562 | 7.3% | Q1 2026 | Apr 24, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 124,010 | 13,163 | 7.55% | 6.31% | 230 | +28,804 | 30.25% | Q1 2026 | Apr 23, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 122,698 | 13,024 | 1.07% | 1.11% | 231 | -1,936 | -1.55% | Q1 2026 | May 06, 2026 |
| Ellevest, Inc. | History | Added to | 122,531 | 13,006 | 1.81% | 1.64% | 232 | +11,829 | 10.69% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 122,041 | 12,954 | 0.12% | 0.16% | 233 | +672 | 0.55% | Q1 2026 | May 06, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 121,903 | 12,941 | 3.2% | 3.67% | 234 | -29,586 | -19.53% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 120,918 | 12,835 | 0.16% | 0.15% | 235 | +5,746 | 4.99% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Reduced | 117,712 | 12,488 | 0.06% | 0.07% | 236 | -7,602 | -6.07% | Q1 2026 | May 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 117,514 | 12,474 | 4.18% | 4.13% | 237 | +1,419 | 1.22% | Q1 2026 | May 05, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 116,919 | 12,410 | 1.91% | 1.78% | 238 | +12,020 | 11.46% | Q1 2026 | May 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 116,628 | 12,380 | 0.18% | 0.22% | 239 | -7,814 | -6.28% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 116,606 | 12,377 | 3.04% | 2.9% | 240 | +8,141 | 7.51% | Q1 2026 | Apr 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 115,165 | 12,224 | 0.05% | 0.04% | 241 | -4,675 | -3.9% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 114,968 | 12,203 | 0.09% | 0.1% | 242 | -2,517 | -2.14% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 113,782 | 12,077 | 0.78% | 0.74% | 243 | +2,430 | 2.18% | Q1 2026 | Apr 27, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 112,771 | 11,970 | 1.55% | 1.87% | 244 | -35,979 | -24.19% | Q1 2026 | Apr 10, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 112,382 | 11,929 | 2.06% | 2.1% | 245 | +3,693 | 3.4% | Q1 2026 | Apr 08, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 112,322 | 11,923 | 0.63% | 0.82% | 246 | -60,291 | -34.93% | Q1 2026 | Apr 28, 2026 |
| Rinkey Investments | History | Added to | 111,456 | 11,831 | 3.03% | 2.37% | 247 | +24,452 | 28.1% | Q1 2026 | May 11, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 111,348 | 11,819 | 0.43% | 0.33% | 248 | +10,228 | 10.11% | Q1 2026 | May 13, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 109,228 | 11,594 | 4.04% | 4.02% | 249 | -3,120 | -2.78% | Q1 2026 | Apr 20, 2026 |
| AlTi Global, Inc. | History | Reduced | 108,508 | 11,518 | 0.25% | 0.25% | 250 | -982 | -0.9% | Q1 2026 | May 07, 2026 |
| Veery Capital, LLC | History | Reduced | 108,068 | 11,471 | 3.52% | 3.7% | 251 | -4,421 | -3.93% | Q1 2026 | Apr 09, 2026 |
| Diversified Enterprises, LLC | History | Added to | 107,875 | 11,450 | 0.63% | 0.68% | 252 | +655 | 0.61% | Q1 2026 | May 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 107,021 | 11,360 | 1.14% | 1.05% | 253 | +8,262 | 8.37% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 104,171 | 11,150 | 0.2% | 0.33% | 254 | +38,625 | 58.93% | Q1 2026 | May 01, 2026 |
| Apeiron RIA LLC | History | Added to | 104,621 | 11,105 | 2.57% | 2.24% | 255 | +1,660 | 1.61% | Q1 2026 | Apr 27, 2026 |
| BTC Capital Management, Inc. | History | Added to | 104,038 | 11,061 | 0.75% | 0.71% | 256 | +9,361 | 9.89% | Q1 2026 | Apr 20, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 103,929 | 11,032 | 2.9% | 2.94% | 257 | -1,535 | -1.46% | Q1 2026 | Apr 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 103,778 | 11,016 | 0.64% | 0.6% | 258 | +9,446 | 10.01% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 103,710 | 11,008 | 0.13% | 0.13% | 259 | -685 | -0.66% | Q1 2026 | May 15, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 103,592 | 10,996 | 1.87% | 1.85% | 260 | +2,640 | 2.62% | Q1 2026 | May 01, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 102,594 | 10,890 | 2.1% | 1.77% | 261 | +16,137 | 18.66% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Added to | 101,343 | 10,757 | 0.37% | 0.21% | 262 | +47,685 | 88.87% | Q1 2026 | May 06, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 99,281 | 10,677 | 0.72% | 0.72% | 263 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 100,580 | 10,676 | 0.85% | 0.71% | 264 | +30,724 | 43.98% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Added to | 100,360 | 10,653 | 0.12% | 0.12% | 265 | +1,235 | 1.25% | Q1 2026 | May 05, 2026 |
| WealthCollab, LLC | History | Added to | 100,225 | 10,638 | 4.38% | 4.09% | 266 | +6,830 | 7.31% | Q1 2026 | May 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 99,992 | 10,614 | 0.41% | 0.41% | 267 | +8,086 | 8.8% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Added to | 99,163 | 10,526 | 0.13% | 0.13% | 268 | +17,655 | 21.66% | Q1 2026 | May 15, 2026 |
| Horiko Capital Management LLC | History | Reduced | 98,600 | 10,466 | 2.41% | 2.64% | 269 | -13,300 | -11.89% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 97,569 | 10,356 | 0.15% | 0.15% | 270 | +11,634 | 13.54% | Q1 2026 | Apr 10, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 97,013 | 10,297 | 0.33% | 0.33% | 271 | +1,137 | 1.19% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 95,665 | 10,154 | 0.1% | 0.11% | 272 | -995 | -1.03% | Q1 2026 | Apr 13, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 95,192 | 10,104 | 4.32% | 4.21% | 273 | +4,528 | 4.99% | Q1 2026 | May 06, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 95,105 | 10,095 | 0.9% | 0.9% | 274 | +22,573 | 31.12% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 94,700 | 10,052 | 0.02% | 0.02% | 275 | -34,150 | -26.5% | Q1 2026 | May 14, 2026 |
| BSW Wealth Partners | History | Reduced | 94,636 | 10,045 | 1.23% | 1.28% | 276 | -4,718 | -4.75% | Q1 2026 | Apr 14, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 94,512 | 10,032 | 2.17% | 2.22% | 277 | +2,162 | 2.34% | Q1 2026 | Apr 27, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 93,460 | 9,930 | 3.74% | 3.84% | 278 | +897 | 0.97% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 92,695 | 9,839 | 1.3% | 1.27% | 279 | +8,968 | 10.71% | Q1 2026 | Apr 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 91,210 | 9,681 | 0.81% | 0.67% | 280 | +16,299 | 21.76% | Q1 2026 | Apr 20, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 90,912 | 9,650 | 0.11% | 0.11% | 281 | -3,421 | -3.63% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 90,555 | 9,612 | 0.27% | 0.27% | 282 | -170 | -0.19% | Q1 2026 | May 04, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 90,395 | 9,595 | 1.0% | 1.05% | 283 | -3,568 | -3.8% | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 89,537 | 9,504 | 0.39% | 0.34% | 284 | -37 | -0.04% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 89,483 | 9,498 | 0.11% | 0.11% | 285 | +8,867 | 11.0% | Q1 2026 | May 01, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 89,186 | 9,467 | 1.37% | 1.33% | 286 | +3,278 | 3.82% | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 88,706 | 9,442 | 0.57% | 0.58% | 287 | -1,194 | -1.33% | Q1 2026 | Apr 07, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 88,144 | 9,356 | 0.32% | 0.32% | 288 | +4,886 | 5.87% | Q1 2026 | Apr 20, 2026 |
| Alliance Wealth Management Group | History | Added to | 87,894 | 9,329 | 2.04% | 1.99% | 289 | +3,328 | 3.94% | Q1 2026 | Apr 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 86,822 | 9,288 | 0.12% | 0.12% | 290 | +511 | 0.59% | Q1 2026 | May 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 87,338 | 9,270 | 0.59% | 0.59% | 291 | +513 | 0.59% | Q1 2026 | Apr 14, 2026 |
| May Hill Capital, LLC | History | Added to | 87,318 | 9,268 | 2.33% | 2.04% | 292 | +16,757 | 23.75% | Q1 2026 | May 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 85,564 | 9,155 | 0.52% | 0.45% | 293 | +13,632 | 18.95% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 85,630 | 9,089 | 0.13% | 0.15% | 294 | -2,635 | -2.99% | Q1 2026 | May 13, 2026 |
| Harbor Group, Inc. | History | Reduced | 85,485 | 9,074 | 1.31% | 1.39% | 295 | -1,527 | -1.75% | Q1 2026 | Apr 10, 2026 |
| Aspen Wealth Management LLC | History | Added to | 85,173 | 9,041 | 1.8% | 0.43% | 296 | +66,261 | 350.36% | Q1 2026 | Apr 01, 2026 |
| BCO Wealth Management LLC | History | Added to | 84,975 | 9,020 | 5.42% | 5.14% | 297 | +6,726 | 8.6% | Q1 2026 | Apr 16, 2026 |
| SOL Capital Management CO | History | Added to | 86,198 | 8,998 | 4.37% | 0.13% | 298 | +72,858 | 546.16% | Q1 2026 | Apr 24, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 84,626 | 8,983 | 1.06% | 0.96% | 299 | +3,948 | 4.89% | Q1 2026 | May 11, 2026 |
| Orin Green Financial, LLC | History | Reduced | 84,419 | 8,961 | 3.68% | 3.81% | 300 | -4,576 | -5.14% | Q1 2026 | Apr 29, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 81,731 | 8,675 | 1.99% | 2.04% | 301 | -36 | -0.04% | Q1 2026 | May 04, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 81,397 | 8,640 | 7.08% | 8.12% | 302 | -2,224 | -2.66% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 81,263 | 8,626 | 0.49% | 0.5% | 303 | +2,850 | 3.63% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 80,600 | 8,555 | 0.0% | 0.01% | 304 | -122,520 | -60.32% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 80,571 | 8,552 | 0.36% | 0.5% | 305 | -27,551 | -25.48% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Added to | 80,408 | 8,535 | 0.04% | 0.04% | 306 | +8,856 | 12.38% | Q1 2026 | May 04, 2026 |
| Legacy Private Trust Co. | History | Reduced | 80,338 | 8,527 | 0.52% | 0.53% | 307 | -4,155 | -4.92% | Q1 2026 | Apr 07, 2026 |
| Liberty Capital Management, Inc. | History | No change | 78,905 | 8,451 | 1.57% | 1.57% | 308 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 77,349 | 8,210 | 1.48% | 1.42% | 309 | +2,420 | 3.23% | Q1 2026 | Apr 30, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 77,162 | 8,190 | 3.21% | 3.13% | 310 | +5,266 | 7.32% | Q1 2026 | May 14, 2026 |
| 25 LLC | History | Added to | 76,870 | 8,159 | 2.51% | 2.4% | 311 | +6,185 | 8.75% | Q1 2026 | Apr 20, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 75,858 | 8,052 | 0.32% | 0.33% | 312 | -2,597 | -3.31% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 75,807 | 8,046 | 0.9% | 0.7% | 313 | +16,731 | 28.32% | Q1 2026 | May 01, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 75,413 | 7,996 | 0.02% | 0.02% | 314 | -171 | -0.23% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 75,230 | 7,985 | 0.25% | 0.28% | 315 | +1,273 | 1.72% | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 74,516 | 7,909 | 0.29% | 0.15% | 316 | +36,037 | 93.65% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 73,811 | 7,905 | 0.14% | 0.14% | 317 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CONNABLE OFFICE INC | History | Added to | 74,306 | 7,887 | 0.78% | 0.53% | 318 | +20,124 | 37.14% | Q1 2026 | Apr 29, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 74,221 | 7,878 | 0.35% | 0.34% | 319 | +4,205 | 6.01% | Q1 2026 | Apr 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 73,674 | 7,820 | 0.5% | 0.43% | 320 | -13,338 | -15.33% | Q1 2026 | May 08, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 72,968 | 7,745 | 2.51% | 2.64% | 321 | -3,457 | -4.52% | Q1 2026 | Apr 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 71,502 | 7,589 | 0.27% | 0.24% | 322 | +8,176 | 12.91% | Q1 2026 | Apr 14, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 71,256 | 7,563 | 1.49% | 1.6% | 323 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 70,716 | 7,506 | 0.55% | 0.52% | 324 | +5,244 | 8.01% | Q1 2026 | Apr 20, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 69,505 | 7,457 | 3.26% | 3.36% | 325 | -4,234 | -5.74% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 70,091 | 7,440 | 0.15% | 0.18% | 326 | -8,037 | -10.29% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 69,954 | 7,425 | 0.07% | 0.01% | 327 | +60,495 | 639.55% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 69,788 | 7,408 | 0.18% | 0.18% | 328 | +1,347 | 1.97% | Q1 2026 | May 11, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 69,324 | 7,358 | 0.48% | 0.42% | 329 | +6,480 | 10.31% | Q1 2026 | Apr 27, 2026 |
| IMPACTfolio, LLC | History | Reduced | 67,402 | 7,154 | 3.04% | 3.62% | 330 | -13,054 | -16.23% | Q1 2026 | Apr 30, 2026 |
| High Falls Advisors, Inc | History | No change | 66,390 | 7,111 | 1.44% | 1.44% | 331 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SVB WEALTH LLC | History | Reduced | 66,978 | 7,109 | 0.47% | 0.49% | 332 | -10,543 | -13.6% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 66,780 | 7,088 | 1.86% | 2.02% | 333 | -3,780 | -5.36% | Q1 2026 | Apr 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 66,561 | 7,068 | 1.96% | 1.86% | 334 | +3,100 | 4.88% | Q1 2026 | Apr 27, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 66,482 | 7,057 | 1.57% | 2.25% | 335 | -23,676 | -26.26% | Q1 2026 | Apr 22, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 66,059 | 7,012 | 3.06% | 2.47% | 336 | +11,369 | 20.79% | Q1 2026 | Apr 23, 2026 |
| WIT, LLC | History | Added to | 65,922 | 6,997 | 0.13% | 0.13% | 337 | +3,944 | 6.36% | Q1 2026 | May 15, 2026 |
| GM Advisory Group, LLC | History | Added to | 65,262 | 6,927 | 0.27% | 0.27% | 338 | +656 | 1.02% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 65,130 | 6,913 | 0.21% | 0.21% | 339 | +4,102 | 6.72% | Q1 2026 | Apr 27, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 64,903 | 6,889 | 2.07% | 2.13% | 340 | +240 | 0.37% | Q1 2026 | Apr 29, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 64,760 | 6,874 | 3.48% | 4.33% | 341 | -8,650 | -11.78% | Q1 2026 | May 04, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Added to | 64,584 | 6,855 | 3.5% | 3.07% | 342 | +7,439 | 13.02% | Q1 2026 | Apr 22, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 64,579 | 6,855 | 1.13% | 1.21% | 343 | -2,611 | -3.89% | Q1 2026 | Apr 29, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 64,477 | 6,844 | 0.9% | 0.45% | 344 | +35,937 | 125.92% | Q1 2026 | Apr 28, 2026 |
| Partners in Financial Planning | History | Added to | 64,347 | 6,830 | 1.13% | 1.01% | 345 | +8,534 | 15.29% | Q1 2026 | May 11, 2026 |
| Bare Financial Services, Inc | History | Added to | 64,302 | 6,825 | 1.8% | 1.59% | 346 | +10,989 | 20.61% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Added to | 63,987 | 6,793 | 0.3% | 0.26% | 347 | +9,371 | 17.16% | Q1 2026 | May 08, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 63,978 | 6,791 | 0.88% | 0.84% | 348 | +3,098 | 5.09% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 63,807 | 6,773 | 0.01% | 0.01% | 349 | +18,020 | 39.36% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 63,275 | 6,716 | 1.2% | 0.89% | 350 | +9,504 | 17.67% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 63,213 | 6,710 | 0.09% | 0.1% | 351 | -1,970 | -3.02% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 63,178 | 6,706 | 0.07% | 0.06% | 352 | +16,583 | 35.59% | Q1 2026 | May 12, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 62,412 | 6,625 | 2.35% | 3.4% | 353 | -28,284 | -31.19% | Q1 2026 | Apr 17, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 61,445 | 6,522 | 0.29% | 0.3% | 354 | -306 | -0.5% | Q1 2026 | May 05, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 60,169 | 6,386 | 0.21% | 0.17% | 355 | +13,080 | 27.78% | Q1 2026 | Apr 22, 2026 |
| Hirtle & Co., LLC | History | Reduced | 59,843 | 6,352 | 0.22% | 0.4% | 356 | -50,127 | -45.58% | Q1 2026 | May 13, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Reduced | 59,698 | 6,336 | 4.29% | 4.46% | 357 | -4,175 | -6.54% | Q1 2026 | May 14, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 59,525 | 6,318 | 4.56% | 3.58% | 358 | +19,565 | 48.96% | Q1 2026 | May 07, 2026 |
| Tidal Investments LLC | History | Added to | 59,525 | 6,301 | 0.01% | 0.01% | 359 | +19,565 | 48.96% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 58,883 | 6,250 | 0.01% | 0.01% | 360 | -1,253 | -2.08% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 58,867 | 6,248 | 0.15% | 0.1% | 361 | +22,004 | 59.69% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 58,494 | 6,209 | 0.27% | 0.27% | 362 | +2,264 | 4.03% | Q1 2026 | May 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 58,409 | 6,200 | 1.09% | 1.08% | 363 | +3,004 | 5.42% | Q1 2026 | Apr 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 57,691 | 6,123 | 0.1% | 0.1% | 364 | +2,172 | 3.91% | Q1 2026 | Apr 14, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 57,444 | 6,097 | 5.66% | 5.65% | 365 | -321 | -0.56% | Q1 2026 | Apr 15, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 57,317 | 6,084 | 2.97% | — | 366 | +57,317 | New | Q1 2026 | Apr 09, 2026 |
| Composition Wealth, LLC | History | Reduced | 57,214 | 6,073 | 0.08% | 0.24% | 367 | -98,877 | -63.35% | Q1 2026 | Apr 08, 2026 |
| Somnio Financial Group, LLC | History | Added to | 57,177 | 6,069 | 3.99% | 3.98% | 368 | +895 | 1.59% | Q1 2026 | Apr 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 57,059 | 6,056 | 0.09% | 0.1% | 369 | -8,561 | -13.05% | Q1 2026 | May 05, 2026 |
| Biltmore Family Office, LLC | History | Added to | 55,847 | 5,928 | 0.83% | 0.81% | 370 | +1,163 | 2.13% | Q1 2026 | May 11, 2026 |
| Alpha Financial Partners LLC | History | Added to | 55,794 | 5,922 | 3.51% | 3.43% | 371 | +3,351 | 6.39% | Q1 2026 | May 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 55,741 | 5,916 | 0.4% | 0.35% | 372 | +7,925 | 16.57% | Q1 2026 | May 12, 2026 |
| Financial Planning Fort Collins, LLC | History | Reduced | 54,687 | 5,871 | 4.4% | 5.44% | 373 | -3,111 | -5.38% | Q1 2026 | Apr 27, 2026 |
| True Vision MN LLC | History | Added to | 55,118 | 5,850 | 3.02% | 2.56% | 374 | +8,075 | 17.17% | Q1 2026 | Apr 16, 2026 |
| Level Wealth Management LLC | History | Added to | 54,940 | 5,831 | 2.73% | 2.91% | 375 | +1,855 | 3.49% | Q1 2026 | Apr 27, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 54,883 | 5,825 | 0.14% | 0.13% | 376 | -895 | -1.6% | Q1 2026 | May 08, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 54,721 | 5,808 | 2.42% | 2.09% | 377 | +7,862 | 16.78% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 54,713 | 5,807 | 0.07% | 0.08% | 378 | +643 | 1.19% | Q1 2026 | May 11, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 54,471 | 5,782 | 2.51% | 2.47% | 379 | +2,082 | 3.97% | Q1 2026 | May 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 54,305 | 5,764 | 1.15% | 1.1% | 380 | +5,340 | 10.91% | Q1 2026 | Apr 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 54,248 | 5,758 | 0.5% | 0.5% | 381 | -508 | -0.93% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 54,337 | 5,757 | 0.21% | 0.18% | 382 | +10,871 | 25.01% | Q1 2026 | May 15, 2026 |
| Veratis Advisors, Inc. | History | No change | 53,101 | 5,756 | 4.56% | 4.56% | 383 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 54,150 | 5,748 | 0.31% | 0.31% | 384 | -2,400 | -4.24% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 54,141 | 5,747 | 0.18% | 0.15% | 385 | +24,137 | 80.45% | Q1 2026 | Apr 29, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 54,077 | 5,740 | 0.71% | 0.62% | 386 | +7,437 | 15.95% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 53,579 | 5,687 | 0.59% | 0.55% | 387 | -1,050 | -1.92% | Q1 2026 | Apr 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 53,422 | 5,670 | 0.1% | 0.09% | 388 | +4,421 | 9.02% | Q1 2026 | May 04, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 53,119 | 5,638 | 1.59% | 1.63% | 389 | -343 | -0.64% | Q1 2026 | May 01, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 52,980 | 5,623 | 0.5% | 0.44% | 390 | +7,850 | 17.39% | Q1 2026 | May 01, 2026 |
| Sincerus Advisory, LLC | History | Added to | 52,415 | 5,563 | 4.22% | 3.67% | 391 | +9,765 | 22.9% | Q1 2026 | Apr 06, 2026 |
| Hobart Private Capital, LLC | History | Added to | 52,349 | 5,556 | 1.09% | 0.95% | 392 | +6,678 | 14.62% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 52,348 | 5,556 | 0.04% | 0.04% | 393 | +3,401 | 6.95% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Added to | 51,668 | 5,484 | 0.07% | 0.05% | 394 | +12,994 | 33.6% | Q1 2026 | May 01, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 51,606 | 5,477 | 3.4% | 3.39% | 395 | +1,234 | 2.45% | Q1 2026 | Apr 21, 2026 |
| Exchange Bank | History | Added to | 51,505 | 5,467 | 3.79% | 3.81% | 396 | +130 | 0.25% | Q1 2026 | Apr 08, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 51,374 | 5,453 | 1.68% | 1.68% | 397 | -646 | -1.24% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 51,032 | 5,417 | 0.14% | 0.45% | 398 | -97,539 | -65.65% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 50,991 | 5,412 | 0.08% | 0.06% | 399 | +16,454 | 47.64% | Q1 2026 | May 04, 2026 |
| K2 Financial Inc. | History | Added to | 50,402 | 5,408 | 3.93% | 4.1% | 400 | +1,071 | 2.17% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 50,847 | 5,397 | 0.14% | 0.0% | 401 | +50,835 | 423625.0% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 50,823 | 5,394 | 0.24% | 0.24% | 402 | +2,204 | 4.53% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 50,700 | 5,382 | 0.0% | 0.0% | 403 | +12,500 | 32.72% | Q1 2026 | May 15, 2026 |
| Forza Wealth Management, LLC | History | No change | 50,700 | 5,381 | 1.87% | 1.96% | 404 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 50,625 | 5,373 | 0.69% | 0.67% | 405 | +2,609 | 5.43% | Q1 2026 | May 04, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 50,589 | 5,370 | 0.97% | 0.85% | 406 | +7,560 | 17.57% | Q1 2026 | May 04, 2026 |
| Greenspring Advisors, LLC | History | Added to | 50,299 | 5,339 | 0.33% | 0.32% | 407 | +1,697 | 3.49% | Q1 2026 | May 04, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 49,626 | 5,267 | 1.9% | 1.92% | 408 | +754 | 1.54% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 49,581 | 5,263 | 0.02% | 0.01% | 409 | +26,135 | 111.47% | Q1 2026 | May 14, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 49,160 | 5,218 | 0.23% | 0.22% | 410 | -705 | -1.41% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 48,467 | 5,144 | 0.12% | 0.11% | 411 | +4,832 | 11.07% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 48,146 | 5,110 | 0.41% | 0.46% | 412 | -3,925 | -7.54% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | Added to | 48,011 | 5,096 | 0.78% | 0.79% | 413 | +1,673 | 3.61% | Q1 2026 | May 04, 2026 |
| DRAVO BAY LLC | History | Added to | 47,957 | 5,090 | 2.07% | 2.02% | 414 | +2,580 | 5.69% | Q1 2026 | May 07, 2026 |
| Traveka Wealth, LLC | History | Reduced | 47,810 | 5,075 | 1.94% | 2.09% | 415 | -49 | -0.1% | Q1 2026 | Apr 22, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 47,807 | 5,074 | 3.21% | 3.29% | 416 | -671 | -1.38% | Q1 2026 | Apr 22, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 47,229 | 5,013 | 0.25% | 0.21% | 417 | +8,356 | 21.5% | Q1 2026 | May 04, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 47,191 | 5,009 | 0.52% | 0.38% | 418 | +12,171 | 34.75% | Q1 2026 | May 12, 2026 |
| EFG International AG | History | New | 47,168 | 5,006 | 0.11% | — | 419 | +47,168 | New | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | Added to | 46,992 | 4,988 | 0.95% | 0.86% | 420 | +5,150 | 12.31% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Added to | 46,792 | 4,966 | 0.09% | 0.09% | 421 | +1,171 | 2.57% | Q1 2026 | Apr 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 46,735 | 4,960 | 0.6% | 0.57% | 422 | +2,437 | 5.5% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 46,591 | 4,945 | 1.54% | 1.49% | 423 | +1,324 | 2.92% | Q1 2026 | Apr 29, 2026 |
| MOTIVE WEALTH ADVISORS | History | Added to | 45,965 | 4,879 | 2.29% | 1.99% | 424 | +2,335 | 5.35% | Q1 2026 | Apr 14, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 45,661 | 4,846 | 1.63% | 1.64% | 425 | +20 | 0.04% | Q1 2026 | Apr 30, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 44,755 | 4,778 | 0.67% | 0.71% | 426 | -1,479 | -3.2% | Q1 2026 | Apr 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 44,800 | 4,755 | 0.42% | — | 427 | +44,800 | New | Q1 2026 | May 06, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 44,696 | 4,744 | 0.16% | 0.16% | 428 | -7,002 | -13.54% | Q1 2026 | May 18, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 44,687 | 4,743 | 0.16% | 0.18% | 429 | -2,330 | -4.96% | Q1 2026 | May 14, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 44,168 | 4,688 | 1.34% | 1.37% | 430 | +741 | 1.71% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 43,412 | 4,608 | 0.08% | 0.09% | 431 | -3,113 | -6.69% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | Added to | 43,180 | 4,583 | 0.05% | 0.05% | 432 | +2,569 | 6.33% | Q1 2026 | Apr 20, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 42,995 | 4,563 | 0.84% | 0.84% | 433 | -304 | -0.7% | Q1 2026 | May 05, 2026 |
| GLR Partners, LLC | History | New | 42,925 | 4,556 | 2.49% | — | 434 | +42,925 | New | Q1 2026 | May 13, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 42,769 | 4,539 | 0.87% | 0.81% | 435 | +2,810 | 7.03% | Q1 2026 | Apr 22, 2026 |
| CGN Advisors LLC | History | Reduced | 42,728 | 4,535 | 0.36% | 0.37% | 436 | -822 | -1.89% | Q1 2026 | Apr 13, 2026 |
| Avant Financial Advisors LLC | History | Added to | 42,716 | 4,534 | 3.19% | 2.23% | 437 | +13,718 | 47.31% | Q1 2026 | Apr 23, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 41,828 | 4,481 | 0.08% | 0.11% | 438 | -17,273 | -29.23% | Q1 2026 | May 15, 2026 |
| Life Planning Partners, Inc | History | Added to | 42,179 | 4,477 | 3.42% | 3.29% | 439 | +2,100 | 5.24% | Q1 2026 | Apr 28, 2026 |
| Opus Capital Group, LLC | History | Reduced | 42,135 | 4,473 | 0.48% | 0.49% | 440 | -333 | -0.78% | Q1 2026 | Apr 30, 2026 |
| GenTrust, LLC | History | Reduced | 42,089 | 4,467 | 0.19% | 0.21% | 441 | -3,760 | -8.2% | Q1 2026 | Apr 27, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 41,932 | 4,451 | 1.12% | 1.18% | 442 | -1,280 | -2.96% | Q1 2026 | May 05, 2026 |
| Brio Consultants, LLC | History | Reduced | 41,585 | 4,439 | 0.54% | 0.61% | 443 | -2,185 | -4.99% | Q1 2026 | May 06, 2026 |
| Avid Wealth Partners LLC | History | Added to | 41,467 | 4,401 | 2.08% | 1.93% | 444 | +4,646 | 12.62% | Q1 2026 | Apr 30, 2026 |
| Austin Wealth Management, LLC | History | Added to | 41,330 | 4,399 | 1.0% | 0.66% | 445 | +9 | 0.02% | Q1 2026 | Apr 14, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 41,106 | 4,363 | 0.16% | 0.18% | 446 | -4,013 | -8.89% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,998 | 4,351 | 0.05% | 0.05% | 447 | +3,017 | 7.94% | Q1 2026 | Apr 20, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 40,967 | 4,348 | 1.29% | 1.23% | 448 | +142 | 0.35% | Q1 2026 | Apr 20, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 40,729 | 4,323 | 0.64% | 0.53% | 449 | +7,095 | 21.09% | Q1 2026 | Apr 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 40,497 | 4,298 | 0.17% | 0.14% | 450 | +4,889 | 13.73% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | Added to | 40,164 | 4,263 | 0.32% | 0.04% | 451 | +38,130 | 1874.63% | Q1 2026 | Apr 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 39,777 | 4,261 | 0.33% | 0.35% | 452 | +1,512 | 3.95% | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 40,102 | 4,256 | 0.29% | 0.3% | 453 | -976 | -2.38% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 40,062 | 4,252 | 0.2% | 0.2% | 454 | +822 | 2.09% | Q1 2026 | Apr 28, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 39,973 | 4,243 | 0.1% | 0.1% | 455 | -1,034 | -2.52% | Q1 2026 | May 12, 2026 |
| JB Capital LLC | History | Added to | 39,461 | 4,188 | 0.17% | 0.14% | 456 | +7,824 | 24.73% | Q1 2026 | Apr 27, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 39,438 | 4,186 | 0.47% | 0.46% | 457 | +2,169 | 5.82% | Q1 2026 | Apr 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 39,213 | 4,162 | 0.23% | 0.17% | 458 | +9,699 | 32.86% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 39,148 | 4,155 | 0.04% | 0.04% | 459 | -1,675 | -4.1% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 38,769 | 4,115 | 0.14% | 0.14% | 460 | -921 | -2.32% | Q1 2026 | May 07, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 38,761 | 4,114 | 0.19% | 0.16% | 461 | +5,126 | 15.24% | Q1 2026 | Apr 21, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 38,749 | 4,113 | 2.98% | 2.88% | 462 | +225 | 0.58% | Q1 2026 | May 06, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 38,744 | 4,112 | 0.61% | 0.54% | 463 | +4,730 | 13.91% | Q1 2026 | Apr 09, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 38,680 | 4,105 | 1.28% | 1.58% | 464 | -10,529 | -21.4% | Q1 2026 | Apr 17, 2026 |
| WLTH Capital Management, LLC | History | Added to | 38,427 | 4,079 | 3.2% | 3.08% | 465 | +1,673 | 4.55% | Q1 2026 | Apr 10, 2026 |
| TD Capital Management LLC | History | Added to | 38,334 | 4,069 | 0.37% | 0.36% | 466 | +173 | 0.45% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 38,254 | 4,060 | 0.12% | 0.13% | 467 | -528 | -1.36% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 38,167 | 4,051 | 0.08% | 0.08% | 468 | +2,421 | 6.77% | Q1 2026 | May 14, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 38,087 | 4,042 | 1.41% | 1.64% | 469 | -5,377 | -12.37% | Q1 2026 | Apr 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 38,011 | 4,034 | 0.32% | 0.34% | 470 | -3,087 | -7.51% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 37,776 | 4,017 | 0.01% | 0.02% | 471 | -78,701 | -67.57% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 37,220 | 3,950 | 0.17% | 0.19% | 472 | -3,055 | -7.59% | Q1 2026 | Apr 30, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 36,937 | 3,921 | 0.2% | 0.32% | 473 | -18,225 | -33.04% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 36,931 | 3,920 | 0.01% | 0.01% | 474 | -742 | -1.97% | Q1 2026 | May 08, 2026 |
| Wayfinding Financial, LLC | History | Added to | 36,909 | 3,917 | 1.7% | 1.38% | 475 | +6,426 | 21.08% | Q1 2026 | May 12, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 36,698 | 3,895 | 0.36% | 0.38% | 476 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 36,471 | 3,871 | 0.08% | 0.08% | 477 | +3,485 | 10.57% | Q1 2026 | Apr 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 36,418 | 3,865 | 0.28% | 0.39% | 478 | -20,489 | -36.0% | Q1 2026 | Apr 16, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 36,402 | 3,864 | 0.56% | 0.53% | 479 | +1,562 | 4.48% | Q1 2026 | Apr 08, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 36,253 | 3,848 | 0.22% | 0.27% | 480 | -6,105 | -14.41% | Q1 2026 | Apr 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 36,083 | 3,830 | 0.26% | 0.24% | 481 | -655 | -1.78% | Q1 2026 | May 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 35,752 | 3,829 | 0.19% | 0.18% | 482 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 35,956 | 3,816 | 0.08% | 0.08% | 483 | +801 | 2.28% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 35,907 | 3,811 | 0.06% | 0.06% | 484 | +6,916 | 23.86% | Q1 2026 | May 18, 2026 |
| Francis Financial, Inc. | History | Added to | 35,724 | 3,792 | 0.7% | 0.65% | 485 | +4,836 | 15.66% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 35,277 | 3,778 | 0.67% | 0.67% | 486 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GFS Advisors, LLC | History | Reduced | 25,758 | 3,755 | 0.48% | 0.37% | 487 | -3,242 | -11.18% | Q1 2026 | Apr 30, 2026 |
| Investment Research Partners LLC | History | Added to | 35,372 | 3,754 | 1.53% | 1.4% | 489 | +4,846 | 15.87% | Q1 2026 | Apr 29, 2026 |
| Austin Private Wealth, LLC | History | No change | 35,051 | 3,754 | 0.28% | 0.28% | 488 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 35,301 | 3,747 | 0.15% | 0.09% | 490 | +28,145 | 393.31% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 35,195 | 3,735 | 0.02% | 0.02% | 491 | +969 | 2.83% | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 35,185 | 3,734 | 0.32% | 0.26% | 492 | +6,171 | 21.27% | Q1 2026 | May 07, 2026 |
| Hamilton Wealth, LLC | History | Added to | 35,109 | 3,726 | 0.26% | 0.33% | 493 | +18,954 | 117.33% | Q1 2026 | May 18, 2026 |
| MidFirst Bank | History | Added to | 34,862 | 3,700 | 0.31% | 0.28% | 494 | +1,580 | 4.75% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 34,494 | 3,661 | 0.49% | 0.5% | 495 | +274 | 0.8% | Q1 2026 | Apr 08, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 34,403 | 3,651 | 0.54% | — | 496 | +34,403 | New | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 34,135 | 3,623 | 0.11% | 0.1% | 497 | +2,706 | 8.61% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 33,470 | 3,571 | 0.09% | 0.12% | 498 | +8,094 | 31.9% | Q1 2026 | May 14, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 33,579 | 3,564 | 0.5% | 0.48% | 499 | +564 | 1.71% | Q1 2026 | May 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 33,470 | 3,553 | 0.47% | 0.45% | 500 | +1,946 | 6.17% | Q1 2026 | Apr 30, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 33,081 | 3,511 | 1.29% | 1.06% | 501 | +6,153 | 22.85% | Q1 2026 | Apr 17, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 32,894 | 3,491 | 0.67% | 0.53% | 502 | +8,891 | 37.04% | Q1 2026 | Apr 21, 2026 |
| Stokes Family Office, LLC | History | Added to | 32,864 | 3,488 | 0.36% | 0.28% | 503 | +4,333 | 15.19% | Q1 2026 | May 11, 2026 |
| Capasso Planning Partners LLC | History | No change | 32,553 | 3,486 | 1.91% | 1.91% | 504 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 32,074 | 3,441 | 0.54% | 0.6% | 505 | -2,426 | -7.03% | Q1 2026 | Apr 23, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 31,942 | 3,429 | 0.24% | 0.25% | 506 | -465 | -1.43% | Q1 2026 | Apr 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 31,662 | 3,360 | 0.05% | 0.05% | 507 | +1,729 | 5.78% | Q1 2026 | Apr 01, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 31,392 | 3,332 | 0.36% | 0.71% | 508 | -30,040 | -48.9% | Q1 2026 | Apr 23, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 31,123 | 3,303 | 0.12% | 0.12% | 509 | +164 | 0.53% | Q1 2026 | May 12, 2026 |
| Redwood Investment Management, LLC | History | Added to | 30,754 | 3,265 | 0.41% | 0.29% | 510 | +6,277 | 25.64% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 30,541 | 3,241 | 0.24% | 0.2% | 511 | +5,300 | 21.0% | Q1 2026 | May 05, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 30,519 | 3,239 | 2.68% | 2.86% | 512 | -794 | -2.54% | Q1 2026 | Apr 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 30,455 | 3,232 | 0.01% | 0.01% | 513 | +47 | 0.15% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 30,006 | 3,219 | 0.07% | 0.09% | 514 | -3,959 | -11.66% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 30,282 | 3,214 | 0.08% | 0.08% | 515 | -1,687 | -5.28% | Q1 2026 | Apr 29, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 29,927 | 3,205 | 1.97% | 1.97% | 516 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Grove Bank & Trust | History | Added to | 30,144 | 3,199 | 0.36% | 0.34% | 517 | +1,703 | 5.99% | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 30,129 | 3,198 | 0.1% | 0.1% | 518 | +1,980 | 7.03% | Q1 2026 | May 14, 2026 |
| Sharkey, Howes & Javer | History | Added to | 30,079 | 3,192 | 0.43% | 0.39% | 519 | +1,491 | 5.22% | Q1 2026 | Apr 08, 2026 |
| Aspire Private Capital, LLC | History | Added to | 29,949 | 3,179 | 0.72% | 0.69% | 520 | +949 | 3.27% | Q1 2026 | Apr 22, 2026 |
| COFG Advisors, LLC | History | Added to | 29,915 | 3,175 | 0.79% | 0.75% | 521 | +1,666 | 5.9% | Q1 2026 | May 11, 2026 |
| Flagstone Financial Management | History | Added to | 29,874 | 3,171 | 0.79% | 0.82% | 522 | +32 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Carnegie Investment Counsel | History | Added to | 29,603 | 3,142 | 0.06% | 0.06% | 523 | +5 | 0.02% | Q1 2026 | May 01, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 29,533 | 3,134 | 0.5% | 0.66% | 524 | -7,958 | -21.23% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 29,482 | 3,129 | 0.08% | 0.08% | 525 | -98 | -0.33% | Q1 2026 | May 14, 2026 |
| Daviman Financial, LLC | History | Added to | 29,393 | 3,120 | 1.85% | 1.53% | 526 | +5,049 | 20.74% | Q1 2026 | Apr 23, 2026 |
| Smart Money Group LLC | History | Reduced | 29,071 | 3,085 | 0.9% | 0.96% | 527 | -1,784 | -5.78% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 29,026 | 3,081 | 0.14% | 0.15% | 528 | -1,427 | -4.69% | Q1 2026 | Apr 30, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 28,826 | 3,059 | 0.43% | 0.41% | 529 | +838 | 2.99% | Q1 2026 | Apr 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 28,636 | 3,039 | 0.4% | 0.43% | 530 | -220 | -0.76% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 28,517 | 3,027 | 0.05% | 0.05% | 531 | +450 | 1.6% | Q1 2026 | Apr 22, 2026 |
| CROBAN | History | Added to | 28,405 | 3,015 | 1.42% | 1.21% | 532 | +4,905 | 20.87% | Q1 2026 | May 12, 2026 |
| Clifford Group, LLC | History | Reduced | 28,405 | 3,015 | 2.32% | 2.48% | 533 | -1,562 | -5.21% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 28,300 | 3,008 | 0.05% | 0.05% | 535 | +5,057 | 21.76% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 28,338 | 3,008 | 0.08% | 0.08% | 534 | +2,995 | 11.82% | Q1 2026 | May 12, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 27,984 | 2,970 | 1.23% | 1.29% | 536 | -1,290 | -4.41% | Q1 2026 | Apr 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 27,933 | 2,965 | 0.14% | 0.13% | 537 | +2,821 | 11.23% | Q1 2026 | May 04, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 27,698 | 2,940 | 0.29% | 1.56% | 538 | -121,329 | -81.41% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 27,683 | 2,938 | 0.0% | 0.0% | 539 | +5,296 | 23.66% | Q1 2026 | May 14, 2026 |
| Centennial Bank/AR/ | History | Added to | 27,532 | 2,922 | 1.05% | 0.94% | 540 | +5,405 | 24.43% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 27,362 | 2,904 | 0.19% | 0.18% | 541 | +1,108 | 4.22% | Q1 2026 | Apr 15, 2026 |
| Plum Street Advisors, LLC | History | Added to | 27,300 | 2,897 | 1.0% | 1.03% | 542 | +190 | 0.7% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 27,278 | 2,895 | 0.3% | 0.33% | 543 | +705 | 2.65% | Q1 2026 | Apr 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 27,050 | 2,871 | 0.09% | 0.09% | 544 | +1,926 | 7.67% | Q1 2026 | Apr 08, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 27,011 | 2,867 | 0.07% | 0.06% | 545 | +620 | 2.35% | Q1 2026 | May 13, 2026 |
| Graver Capital Management, LLC | History | Added to | 26,965 | 2,862 | 2.17% | 2.19% | 546 | +1,071 | 4.14% | Q1 2026 | Apr 23, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 26,953 | 2,861 | 0.63% | 0.62% | 547 | +864 | 3.31% | Q1 2026 | Apr 03, 2026 |
| Narus Financial Partners, LLC | History | Added to | 26,852 | 2,850 | 0.75% | 0.76% | 548 | +1,131 | 4.4% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 26,822 | 2,847 | 0.0% | 0.0% | 549 | +3,830 | 16.66% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 26,799 | 2,844 | 0.02% | 0.0% | 550 | +21,211 | 379.58% | Q1 2026 | Apr 27, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 26,766 | 2,841 | 0.98% | 0.99% | 551 | +105 | 0.39% | Q1 2026 | May 06, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 26,759 | 2,840 | 0.89% | 0.86% | 552 | +1,828 | 7.33% | Q1 2026 | May 08, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 26,752 | 2,839 | 0.09% | 0.12% | 553 | -6,726 | -20.09% | Q1 2026 | May 05, 2026 |
| Joseph Group Capital Management | History | Reduced | 26,719 | 2,836 | 0.71% | 0.83% | 554 | -2,937 | -9.9% | Q1 2026 | May 08, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 26,653 | 2,829 | 1.51% | 1.36% | 555 | +3,106 | 13.19% | Q1 2026 | Apr 20, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 26,623 | 2,826 | 0.51% | 0.54% | 556 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Added to | 26,608 | 2,824 | 0.64% | 0.66% | 557 | +294 | 1.12% | Q1 2026 | Apr 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 26,448 | 2,807 | 0.16% | 0.14% | 558 | +2,754 | 11.62% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 26,391 | 2,801 | 0.09% | 0.12% | 559 | -7,984 | -23.23% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Reduced | 26,363 | 2,798 | 0.07% | 0.08% | 560 | -106 | -0.4% | Q1 2026 | May 12, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 26,206 | 2,781 | 2.07% | 2.17% | 561 | -795 | -2.94% | Q1 2026 | Apr 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 26,181 | 2,779 | 0.24% | 0.21% | 562 | +2,717 | 11.58% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 25,890 | 2,764 | 0.37% | 0.35% | 563 | +5,035 | 24.14% | Q1 2026 | May 06, 2026 |
| Apex Wealth Management, LLC | History | Added to | 25,993 | 2,759 | 1.89% | 0.76% | 564 | +19,002 | 271.81% | Q1 2026 | Apr 15, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 25,755 | 2,733 | 0.27% | 0.27% | 565 | +215 | 0.84% | Q1 2026 | May 15, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 25,603 | 2,717 | 0.58% | 0.61% | 566 | -981 | -3.69% | Q1 2026 | Apr 10, 2026 |
| Capital Management Associates, Inc | History | Added to | 25,582 | 2,715 | 0.61% | 0.6% | 567 | +195 | 0.77% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 25,559 | 2,713 | 0.16% | 0.18% | 568 | -858 | -3.25% | Q1 2026 | Apr 13, 2026 |
| IFG Advisors, LLC | History | Added to | 25,511 | 2,707 | 0.44% | 0.43% | 569 | +1,602 | 6.7% | Q1 2026 | Apr 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 25,408 | 2,704 | 0.06% | 0.06% | 570 | -634 | -2.43% | Q1 2026 | Apr 28, 2026 |
| Forum Financial Management, LP | History | Reduced | 25,452 | 2,701 | 0.04% | 0.04% | 571 | -2,251 | -8.13% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 25,433 | 2,699 | 0.07% | 0.07% | 572 | +235 | 0.93% | Q1 2026 | Apr 07, 2026 |
| Caldwell Trust Co | History | Reduced | 25,330 | 2,688 | 0.24% | 0.26% | 573 | -1,859 | -6.84% | Q1 2026 | Apr 22, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 25,318 | 2,687 | 1.96% | 1.76% | 574 | +2,592 | 11.41% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,249 | 2,680 | 0.04% | 0.02% | 575 | +14,402 | 132.77% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 25,245 | 2,679 | 0.08% | 0.15% | 576 | -14,232 | -36.05% | Q1 2026 | May 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 25,168 | 2,671 | 0.15% | 0.1% | 577 | +8,861 | 54.34% | Q1 2026 | Apr 09, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 25,080 | 2,662 | 0.37% | 0.36% | 578 | +980 | 4.07% | Q1 2026 | May 14, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 25,069 | 2,661 | 1.1% | 1.14% | 579 | -11 | -0.04% | Q1 2026 | Apr 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 24,918 | 2,645 | 0.06% | 0.07% | 580 | -1,031 | -3.97% | Q1 2026 | May 15, 2026 |
| CV Advisors LLC | History | Added to | 24,666 | 2,618 | 0.71% | 0.6% | 582 | +2,811 | 12.86% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 24,669 | 2,618 | 0.28% | 0.29% | 581 | +169 | 0.69% | Q1 2026 | May 12, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 24,658 | 2,617 | 0.54% | 0.56% | 583 | -597 | -2.36% | Q1 2026 | Apr 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 24,652 | 2,616 | 0.06% | 0.07% | 584 | +11,681 | 90.05% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 24,596 | 2,610 | 0.01% | 0.01% | 585 | +728 | 3.05% | Q1 2026 | Apr 24, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 24,118 | 2,590 | 0.43% | 0.48% | 586 | -495 | -2.01% | Q1 2026 | May 08, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 24,261 | 2,575 | 0.52% | 0.47% | 587 | +2,955 | 13.87% | Q1 2026 | Apr 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 24,249 | 2,574 | 0.13% | 0.12% | 588 | +1,727 | 7.67% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | No change | 24,241 | 2,573 | 0.11% | 0.14% | 589 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 23,747 | 2,520 | 0.51% | 0.4% | 591 | +3,086 | 14.94% | Q1 2026 | Apr 08, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 23,743 | 2,520 | 0.64% | 0.65% | 590 | -431 | -1.78% | Q1 2026 | Apr 17, 2026 |
| Prosperity Planning, Inc. | History | Added to | 23,681 | 2,513 | 0.64% | 0.66% | 592 | +236 | 1.01% | Q1 2026 | Apr 10, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 23,650 | 2,510 | 0.02% | 0.01% | 593 | +300 | 1.28% | Q1 2026 | May 07, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 23,453 | 2,489 | 1.55% | — | 594 | +23,453 | New | Q1 2026 | Apr 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 23,426 | 2,486 | 0.02% | 0.02% | 595 | -390 | -1.64% | Q1 2026 | May 12, 2026 |
| Archer Investment Management, LLC | History | New | 23,403 | 2,484 | 1.04% | — | 596 | +23,403 | New | Q1 2026 | Apr 08, 2026 |
| RCS Financial Planning, LLC | History | Added to | 23,315 | 2,474 | 1.28% | 0.71% | 597 | +7,827 | 50.54% | Q1 2026 | Apr 21, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 23,226 | 2,465 | 0.77% | 0.74% | 598 | +1,067 | 4.82% | Q1 2026 | Apr 06, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 23,125 | 2,454 | 0.08% | 0.08% | 599 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Safir Wealth Advisors, LLC | History | Added to | 23,079 | 2,449 | 1.77% | 1.7% | 600 | +465 | 2.06% | Q1 2026 | Apr 08, 2026 |
| Client First Capital LLC | History | No change | 23,070 | 2,448 | 1.06% | 1.04% | 601 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 23,028 | 2,444 | 0.73% | 0.73% | 602 | +1,328 | 6.12% | Q1 2026 | Apr 06, 2026 |
| Sequent Planning LLC | History | Added to | 22,958 | 2,437 | 0.59% | 0.48% | 604 | +5,389 | 30.67% | Q1 2026 | Apr 21, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 22,963 | 2,437 | 0.86% | 0.8% | 603 | +806 | 3.64% | Q1 2026 | May 05, 2026 |
| Vantage Point Financial LLC | History | Added to | 22,845 | 2,424 | 0.85% | 0.78% | 605 | +2,608 | 12.89% | Q1 2026 | May 01, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 22,815 | 2,421 | 1.83% | 1.96% | 606 | -1,205 | -5.02% | Q1 2026 | May 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 22,707 | 2,410 | 0.86% | 0.84% | 607 | +183 | 0.81% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 22,680 | 2,407 | 0.09% | 0.09% | 608 | +1,052 | 4.86% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 22,616 | 2,400 | 0.06% | 0.07% | 609 | -672 | -2.89% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 22,602 | 2,399 | 0.15% | 0.1% | 610 | +2,451 | 12.16% | Q1 2026 | Apr 28, 2026 |
| Apollon Financial, LLC | History | Reduced | 22,585 | 2,397 | 0.33% | 0.35% | 611 | -102 | -0.45% | Q1 2026 | Apr 22, 2026 |
| Maia Wealth LLC | History | Added to | 22,503 | 2,388 | 0.4% | 0.41% | 612 | +18 | 0.08% | Q1 2026 | May 08, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 22,394 | 2,377 | 0.49% | 0.37% | 613 | +6,745 | 43.1% | Q1 2026 | May 12, 2026 |
| SMART Wealth LLC | History | Added to | 22,159 | 2,352 | 0.69% | 0.68% | 614 | +1,231 | 5.88% | Q1 2026 | Apr 23, 2026 |
| Tenzing Financial LLC | History | Added to | 21,862 | 2,339 | 1.76% | 1.76% | 615 | +1,645 | 8.14% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | Reduced | 22,031 | 2,338 | 0.05% | 0.06% | 616 | -1,447 | -6.16% | Q1 2026 | May 11, 2026 |
| Financial Insights, Inc. | History | Reduced | 21,991 | 2,334 | 0.76% | 0.86% | 618 | -1,929 | -8.06% | Q1 2026 | May 18, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 21,994 | 2,334 | 0.26% | 0.25% | 617 | +312 | 1.44% | Q1 2026 | Apr 24, 2026 |
| Detalus Advisors, LLC | History | Reduced | 21,981 | 2,333 | 0.53% | 0.62% | 619 | -1,858 | -7.79% | Q1 2026 | Apr 22, 2026 |
| Stephenson & Company, Inc. | History | Reduced | 21,942 | 2,329 | 1.26% | 1.45% | 620 | -2,765 | -11.19% | Q1 2026 | May 12, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 21,808 | 2,314 | 2.28% | 2.3% | 621 | +367 | 1.71% | Q1 2026 | Apr 13, 2026 |
| HMS Capital Management, LLC | History | Added to | 21,789 | 2,312 | 0.89% | 0.63% | 622 | +7,591 | 53.47% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | Added to | 21,572 | 2,289 | 0.75% | 0.67% | 623 | +3,889 | 21.99% | Q1 2026 | May 14, 2026 |
| DORVAL Corp | History | Added to | 21,376 | 2,269 | 0.7% | 0.68% | 624 | +1,373 | 6.86% | Q1 2026 | Apr 22, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 21,237 | 2,254 | 0.83% | 0.55% | 625 | +7,037 | 49.56% | Q1 2026 | Apr 30, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 21,201 | 2,250 | 0.3% | 0.3% | 626 | +426 | 2.05% | Q1 2026 | Apr 08, 2026 |
| SWS Partners | History | Reduced | 21,095 | 2,239 | 0.55% | 0.54% | 627 | -189,183 | -89.97% | Q1 2026 | Apr 21, 2026 |
| Avail Investment Partners, LLC | History | New | 20,856 | 2,214 | 2.36% | — | 628 | +20,856 | New | Q1 2026 | May 13, 2026 |
| Claro Advisors Inc. | History | Added to | 20,729 | 2,200 | 0.27% | 0.26% | 629 | +2,591 | 14.28% | Q1 2026 | Apr 21, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 20,717 | 2,199 | 0.73% | 0.8% | 630 | -2,302 | -10.0% | Q1 2026 | May 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 20,643 | 2,191 | 0.17% | 0.06% | 631 | +13,289 | 180.7% | Q1 2026 | Apr 08, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 20,637 | 2,190 | 1.03% | 0.99% | 632 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Chatterton & Associates Inc. | History | Added to | 20,453 | 2,188 | 1.53% | 1.41% | 633 | +5,130 | 33.48% | Q1 2026 | Apr 20, 2026 |
| Paladin Wealth, LLC | History | Added to | 20,414 | 2,166 | 1.49% | 1.16% | 634 | +4,480 | 28.12% | Q1 2026 | Apr 16, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 20,379 | 2,163 | 0.14% | 0.13% | 635 | +2,299 | 12.72% | Q1 2026 | May 07, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 20,289 | 2,154 | 0.15% | 0.15% | 636 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 20,280 | 2,152 | 0.05% | 0.05% | 637 | +741 | 3.79% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 20,222 | 2,146 | 0.73% | 0.69% | 638 | +1,540 | 8.24% | Q1 2026 | May 04, 2026 |
| Financial Partners Group, Inc | History | Added to | 20,209 | 2,145 | 0.26% | 0.21% | 639 | +3,758 | 22.84% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 20,107 | 2,134 | 0.11% | 0.14% | 640 | -5,069 | -20.13% | Q1 2026 | Apr 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 19,854 | 2,126 | 0.14% | 0.14% | 641 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 19,944 | 2,117 | 0.61% | 6.52% | 644 | -176,990 | -89.87% | Q1 2026 | May 13, 2026 |
| Asio Capital, LLC | History | Reduced | 19,950 | 2,117 | 0.3% | 0.96% | 643 | -43,274 | -68.45% | Q1 2026 | Apr 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 19,944 | 2,117 | 0.61% | 0.01% | 642 | +19,810 | 14783.58% | Q1 2026 | May 13, 2026 |
| NDWM LLC | History | Added to | 19,929 | 2,115 | 1.37% | 1.27% | 645 | +2,072 | 11.6% | Q1 2026 | Apr 24, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 19,929 | 2,115 | 0.36% | 0.37% | 646 | -627 | -3.05% | Q1 2026 | Apr 28, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 19,774 | 2,099 | 0.25% | 0.25% | 647 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 19,542 | 2,074 | 0.12% | 0.12% | 648 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 19,490 | 2,068 | 0.4% | 0.39% | 649 | +283 | 1.47% | Q1 2026 | Apr 15, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 19,429 | 2,062 | 0.3% | 0.33% | 650 | -803 | -3.97% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 19,415 | 2,060 | 0.18% | 0.15% | 651 | +3,730 | 23.78% | Q1 2026 | Apr 30, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 19,031 | 2,057 | 1.99% | 1.99% | 652 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 19,277 | 2,046 | 0.06% | 0.06% | 653 | -534 | -2.7% | Q1 2026 | Apr 14, 2026 |
| Ballentine Partners, LLC | History | Added to | 19,263 | 2,044 | 0.03% | 0.03% | 654 | +1,278 | 7.11% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 19,231 | 2,041 | 0.33% | 0.37% | 656 | +521 | 2.78% | Q1 2026 | Apr 30, 2026 |
| Patten Group, Inc. | History | Reduced | 19,235 | 2,041 | 0.35% | 0.39% | 655 | -289 | -1.48% | Q1 2026 | Apr 24, 2026 |
| Flatrock Wealth Partners LLC | History | New | 19,226 | 2,040 | 0.92% | — | 657 | +19,226 | New | Q1 2026 | Apr 29, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 18,976 | 2,014 | 0.48% | 0.49% | 658 | -478 | -2.46% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 18,973 | 2,013 | 0.1% | 0.11% | 659 | +17 | 0.09% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 18,943 | 2,010 | 0.23% | — | 660 | +18,943 | New | Q1 2026 | May 15, 2026 |
| LPWM LLC | History | Reduced | 18,927 | 2,009 | 0.51% | 0.55% | 661 | -1,349 | -6.65% | Q1 2026 | Apr 08, 2026 |
| StoneX Group Inc. | History | Reduced | 18,907 | 2,004 | 0.11% | 0.09% | 662 | -306 | -1.59% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 18,780 | 1,993 | 0.09% | 0.09% | 663 | +1,259 | 7.19% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,737 | 1,988 | 0.04% | 0.05% | 664 | -1,378 | -6.85% | Q1 2026 | May 01, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 18,426 | 1,973 | 0.54% | 0.54% | 665 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 18,339 | 1,946 | 0.76% | 0.83% | 666 | -707 | -3.71% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 18,247 | 1,939 | 0.31% | 0.28% | 667 | +3,052 | 20.09% | Q1 2026 | Apr 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 18,239 | 1,936 | 0.1% | 0.1% | 668 | -766 | -4.03% | Q1 2026 | May 07, 2026 |
| Advisory Alpha, LLC | History | Added to | 18,204 | 1,932 | 0.05% | 0.04% | 669 | +3,165 | 21.05% | Q1 2026 | May 14, 2026 |
| Midwest Financial Group LLC | History | Added to | 18,197 | 1,931 | 0.82% | 0.83% | 670 | +684 | 3.91% | Q1 2026 | Apr 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 18,186 | 1,930 | 0.21% | 0.16% | 671 | +5,038 | 38.32% | Q1 2026 | Apr 15, 2026 |
| TSA Wealth Managment LLC | History | Added to | 18,175 | 1,929 | 0.62% | 0.31% | 672 | +9,471 | 108.81% | Q1 2026 | May 01, 2026 |
| NWAM LLC | History | Added to | 18,125 | 1,924 | 0.11% | 0.08% | 673 | +4,022 | 28.52% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 17,930 | 1,903 | 0.02% | 0.02% | 674 | +336 | 1.91% | Q1 2026 | Apr 21, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 17,909 | 1,901 | 0.14% | 0.15% | 675 | -2,043 | -10.24% | Q1 2026 | Apr 23, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 17,894 | 1,899 | 0.71% | 0.73% | 676 | -1,574 | -8.09% | Q1 2026 | May 14, 2026 |
| Crumly & Associates Inc. | History | Reduced | 17,885 | 1,898 | 0.4% | 0.46% | 677 | -2,597 | -12.68% | Q1 2026 | Apr 02, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 17,800 | 1,889 | 1.0% | 1.0% | 678 | -120 | -0.67% | Q1 2026 | Apr 22, 2026 |
| White & Co Financial Planning Inc | History | Added to | 17,793 | 1,888 | 1.33% | 1.32% | 679 | +1,363 | 8.3% | Q1 2026 | May 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 17,715 | 1,880 | 0.54% | 0.46% | 680 | +2,575 | 17.01% | Q1 2026 | Apr 30, 2026 |
| United Advisor Group, LLC | History | Added to | 17,695 | 1,878 | 0.23% | 0.2% | 681 | +2,665 | 17.73% | Q1 2026 | Apr 17, 2026 |
| MATTERS CAPITAL LLC | History | No change | 17,680 | 1,876 | 1.66% | 1.55% | 682 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KWMG, LLC | History | Reduced | 17,638 | 1,872 | 0.16% | 0.17% | 683 | -1,056 | -5.65% | Q1 2026 | Apr 09, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 17,578 | 1,865 | 0.38% | 0.32% | 684 | -225 | -1.26% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 17,510 | 1,858 | 0.02% | 0.02% | 685 | -258 | -1.45% | Q1 2026 | Apr 28, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 17,493 | 1,856 | 0.54% | 0.54% | 686 | +92 | 0.53% | Q1 2026 | May 07, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 17,407 | 1,847 | 0.85% | 0.87% | 687 | -3 | -0.02% | Q1 2026 | Apr 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 17,374 | 1,844 | 0.12% | 0.11% | 688 | +1,080 | 6.63% | Q1 2026 | May 15, 2026 |
| Lansing Street Advisors | History | Reduced | 17,314 | 1,837 | 0.46% | 0.5% | 689 | -836 | -4.61% | Q1 2026 | Apr 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 17,005 | 1,821 | 0.14% | 0.14% | 690 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pearl Planning LLC | History | Reduced | 17,134 | 1,818 | 0.97% | 1.14% | 691 | -214 | -1.23% | Q1 2026 | Apr 30, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 16,823 | 1,785 | 0.23% | 0.26% | 692 | -752 | -4.28% | Q1 2026 | Apr 27, 2026 |
| HORAN Wealth, LLC | History | Added to | 16,752 | 1,784 | 0.17% | 0.14% | 693 | +8,376 | 100.0% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 16,782 | 1,781 | 0.03% | 0.03% | 694 | -175 | -1.03% | Q1 2026 | Apr 17, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 16,736 | 1,776 | 0.64% | — | 695 | +16,736 | New | Q1 2026 | Apr 14, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 16,628 | 1,765 | 0.07% | 0.07% | 696 | +328 | 2.01% | Q1 2026 | May 08, 2026 |
| Breakwater Capital Group | History | Added to | 16,618 | 1,764 | 0.24% | 0.24% | 697 | +362 | 2.23% | Q1 2026 | Apr 20, 2026 |
| FC Advisory LLC | History | Added to | 16,580 | 1,759 | 0.51% | 0.49% | 698 | +612 | 3.83% | Q1 2026 | Apr 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 16,567 | 1,758 | 0.38% | 0.36% | 699 | +396 | 2.45% | Q1 2026 | May 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 16,553 | 1,757 | 0.18% | 0.19% | 700 | +7 | 0.04% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 16,468 | 1,748 | 0.06% | 0.06% | 701 | -25 | -0.15% | Q1 2026 | May 06, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 16,446 | 1,745 | 0.15% | 0.1% | 702 | +4,908 | 42.54% | Q1 2026 | Apr 21, 2026 |
| Coastline Trust Co | History | Added to | 16,439 | 1,745 | 0.17% | 0.14% | 703 | +2,673 | 19.42% | Q1 2026 | Apr 03, 2026 |
| Equita Financial Network, Inc. | History | Added to | 16,415 | 1,742 | 0.55% | 0.53% | 704 | +75 | 0.46% | Q1 2026 | Apr 23, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 16,398 | 1,740 | 0.29% | 0.26% | 705 | +2,093 | 14.63% | Q1 2026 | Apr 21, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 16,374 | 1,738 | 1.69% | 1.65% | 706 | +700 | 4.47% | Q1 2026 | May 11, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 16,349 | 1,735 | 0.51% | 0.53% | 707 | -5 | -0.03% | Q1 2026 | May 06, 2026 |
| Peak Wealth Management LLC | History | Added to | 16,324 | 1,732 | 1.42% | 1.21% | 708 | +2,798 | 20.69% | Q1 2026 | Apr 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 16,192 | 1,718 | 1.49% | 1.49% | 709 | +431 | 2.73% | Q1 2026 | Apr 21, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 16,175 | 1,716 | 0.09% | 0.11% | 710 | -3,069 | -15.95% | Q1 2026 | May 15, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 16,102 | 1,709 | 0.8% | 0.88% | 711 | -2,118 | -11.62% | Q1 2026 | May 08, 2026 |
| SPINNAKER TRUST | History | No change | 16,041 | 1,702 | 0.09% | 0.09% | 712 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 15,873 | 1,684 | 0.5% | 0.41% | 713 | +2,757 | 21.02% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 15,853 | 1,682 | 0.08% | 0.08% | 714 | -182 | -1.14% | Q1 2026 | May 05, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 15,818 | 1,679 | 0.61% | 0.6% | 715 | +1,508 | 10.54% | Q1 2026 | Apr 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 15,794 | 1,676 | 1.29% | 1.32% | 716 | +158 | 1.01% | Q1 2026 | Apr 28, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 15,773 | 1,674 | 0.73% | 0.81% | 717 | -863 | -5.19% | Q1 2026 | Apr 27, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 15,695 | 1,666 | 0.92% | 0.95% | 718 | -187 | -1.18% | Q1 2026 | Apr 27, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 15,652 | 1,661 | 1.07% | 1.15% | 720 | -501 | -3.1% | Q1 2026 | Apr 21, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 15,648 | 1,661 | 0.03% | 0.03% | 719 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INVESTED ADVISORS | History | Added to | 15,572 | 1,652 | 1.67% | 1.64% | 721 | +786 | 5.32% | Q1 2026 | Apr 29, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Added to | 15,508 | 1,646 | 1.77% | 0.24% | 722 | +13,386 | 630.82% | Q1 2026 | Apr 20, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 15,513 | 1,646 | 0.25% | 0.26% | 723 | -225 | -1.43% | Q1 2026 | Apr 24, 2026 |
| EWA, LLC | History | Added to | 15,458 | 1,640 | 0.37% | 0.17% | 724 | +9,085 | 142.55% | Q1 2026 | Apr 23, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 15,455 | 1,640 | 1.32% | 1.43% | 725 | +8 | 0.05% | Q1 2026 | May 15, 2026 |
| Hudock, Inc. | History | Reduced | 15,428 | 1,637 | 0.24% | 0.37% | 726 | -8,335 | -35.08% | Q1 2026 | May 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 15,364 | 1,630 | 0.22% | 0.25% | 727 | -574 | -3.6% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 15,224 | 1,616 | 0.17% | 0.15% | 728 | +4,985 | 48.69% | Q1 2026 | Apr 23, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 15,012 | 1,593 | 0.03% | 0.03% | 729 | +14 | 0.09% | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 14,819 | 1,573 | 0.32% | 0.31% | 730 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 14,780 | 1,570 | 0.11% | 0.11% | 731 | -102 | -0.69% | Q1 2026 | May 12, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 14,775 | 1,568 | 0.65% | 0.71% | 732 | -1,097 | -6.91% | Q1 2026 | Apr 23, 2026 |
| W ADVISORS, LLC | History | Added to | 14,720 | 1,562 | 0.8% | 0.78% | 733 | +195 | 1.34% | Q1 2026 | Apr 29, 2026 |
| Garner Asset Management Corp | History | Added to | 14,713 | 1,561 | 0.61% | 0.53% | 735 | +1,917 | 14.98% | Q1 2026 | Apr 28, 2026 |
| Vericrest Private Wealth | History | Reduced | 14,710 | 1,561 | 1.4% | 1.53% | 736 | -1,377 | -8.56% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 14,708 | 1,561 | 0.11% | 0.11% | 734 | +161 | 1.11% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 14,690 | 1,559 | 0.08% | 0.09% | 737 | -551 | -3.62% | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Added to | 14,435 | 1,545 | 0.82% | 0.64% | 738 | +4,169 | 40.61% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 14,528 | 1,542 | 0.0% | 0.0% | 739 | -11,860 | -44.94% | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 14,470 | 1,535 | 1.43% | — | 740 | +14,470 | New | Q1 2026 | May 05, 2026 |
| GC Wealth Management RIA, LLC | History | New | 14,439 | 1,532 | 0.06% | — | 741 | +14,439 | New | Q1 2026 | May 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 14,361 | 1,524 | 0.34% | 0.38% | 742 | -1,115 | -7.2% | Q1 2026 | Apr 02, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 14,275 | 1,515 | 0.05% | 0.05% | 743 | +400 | 2.88% | Q1 2026 | May 15, 2026 |
| Columbia Bank | History | Added to | 14,264 | 1,514 | 0.43% | 0.4% | 744 | +915 | 6.85% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,180 | 1,505 | 0.07% | 0.07% | 745 | +954 | 7.21% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,145 | 1,501 | 0.02% | 0.01% | 746 | +6,349 | 81.44% | Q1 2026 | Apr 23, 2026 |
| New Insight Wealth Advisors | History | Added to | 14,147 | 1,501 | 0.54% | 0.4% | 747 | +3,747 | 36.03% | Q1 2026 | May 07, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 14,107 | 1,497 | 0.87% | 0.87% | 748 | -138 | -0.97% | Q1 2026 | Apr 16, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 14,079 | 1,494 | 0.97% | 0.96% | 749 | +383 | 2.8% | Q1 2026 | May 12, 2026 |
| Able Wealth Management LLC | History | Added to | 14,034 | 1,489 | 0.4% | 0.16% | 750 | +9,376 | 201.29% | Q1 2026 | Apr 24, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 14,019 | 1,488 | 0.94% | 1.12% | 751 | -2,475 | -15.01% | Q1 2026 | Apr 07, 2026 |
| XTX Topco Ltd | History | Added to | 14,000 | 1,486 | 0.03% | 0.03% | 752 | +3,707 | 36.01% | Q1 2026 | May 15, 2026 |
| Passive Capital Management, LLC. | History | Added to | 13,965 | 1,482 | 0.44% | 0.46% | 753 | +316 | 2.32% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 13,927 | 1,478 | 0.05% | 0.04% | 754 | +1,326 | 10.52% | Q1 2026 | Apr 24, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 13,919 | 1,477 | 0.1% | 0.1% | 755 | -632 | -4.34% | Q1 2026 | May 05, 2026 |
| Blue Chip Partners, LLC | History | Added to | 13,896 | 1,475 | 0.11% | 0.04% | 756 | +9,136 | 191.93% | Q1 2026 | May 15, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 13,899 | 1,475 | 1.09% | 1.07% | 757 | -241 | -1.7% | Q1 2026 | Apr 24, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 13,888 | 1,474 | 0.42% | 0.5% | 759 | -2,262 | -14.01% | Q1 2026 | May 14, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 13,890 | 1,474 | 0.09% | 0.09% | 758 | +1 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Dorato Capital Management | History | Added to | 13,710 | 1,463 | 1.08% | 1.0% | 761 | +1,394 | 11.32% | Q1 2026 | Apr 09, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 13,788 | 1,463 | 0.25% | 0.26% | 760 | +220 | 1.62% | Q1 2026 | Apr 15, 2026 |
| Vision Retirement, LLC | History | Reduced | 13,700 | 1,454 | 0.41% | 0.55% | 762 | -5,635 | -29.14% | Q1 2026 | May 07, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 13,604 | 1,444 | 0.02% | 0.02% | 763 | -174 | -1.26% | Q1 2026 | May 11, 2026 |
| OneAscent Financial Services LLC | History | Added to | 13,520 | 1,435 | 0.08% | 0.09% | 764 | +3,987 | 41.82% | Q1 2026 | Apr 21, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 13,510 | 1,434 | 0.82% | — | 766 | +13,510 | New | Q1 2026 | May 11, 2026 |
| Cooksen Wealth, LLC | History | Added to | 13,511 | 1,434 | 1.04% | 1.06% | 765 | +38 | 0.28% | Q1 2026 | Apr 30, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 13,501 | 1,433 | 0.18% | 0.16% | 767 | +1,605 | 13.49% | Q1 2026 | May 07, 2026 |
| Elk River Wealth Management LLC | History | Added to | 13,411 | 1,423 | 0.24% | 0.23% | 768 | +87 | 0.65% | Q1 2026 | Apr 17, 2026 |
| TPG Advisors LLC | History | No change | 13,398 | 1,422 | 0.89% | 0.89% | 769 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | New | 13,350 | 1,417 | 0.18% | — | 770 | +13,350 | New | Q1 2026 | Apr 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 13,189 | 1,400 | 0.23% | 0.26% | 771 | -1,713 | -11.5% | Q1 2026 | Apr 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 13,065 | 1,399 | 0.09% | 0.09% | 772 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 13,135 | 1,394 | 0.03% | 0.04% | 773 | -2,056 | -13.53% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Added to | 13,063 | 1,386 | 0.1% | 0.1% | 774 | +255 | 1.99% | Q1 2026 | May 06, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 12,982 | 1,378 | 0.38% | 0.36% | 775 | +761 | 6.23% | Q1 2026 | Apr 15, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 12,961 | 1,375 | 1.11% | 1.13% | 776 | -300 | -2.26% | Q1 2026 | Apr 16, 2026 |
| Falcon Wealth Planning | History | Added to | 12,933 | 1,372 | 0.09% | 0.11% | 777 | +603 | 4.89% | Q1 2026 | Apr 20, 2026 |
| Neuberger Berman Group LLC | History | No change | 12,795 | 1,358 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 12,777 | 1,356 | 0.42% | 0.42% | 779 | -75 | -0.58% | Q1 2026 | Apr 21, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 12,770 | 1,355 | 0.08% | 0.09% | 780 | -87 | -0.68% | Q1 2026 | Apr 27, 2026 |
| Cypress Capital Group | History | Reduced | 12,751 | 1,353 | 0.15% | 0.19% | 781 | -2,849 | -18.26% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 12,720 | 1,352 | 0.28% | 0.07% | 782 | +10,598 | 499.43% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 12,686 | 1,346 | 0.19% | 0.16% | 783 | +2,207 | 21.06% | Q1 2026 | Apr 24, 2026 |
| Northern Lights Advisors, Inc. | History | Reduced | 12,625 | 1,340 | 0.91% | 0.96% | 784 | -495 | -3.77% | Q1 2026 | Apr 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 12,621 | 1,339 | 0.16% | 0.15% | 785 | +1,200 | 10.51% | Q1 2026 | Apr 08, 2026 |
| Argent Trust Co | History | Added to | 12,586 | 1,336 | 0.05% | 0.01% | 786 | +9,589 | 319.95% | Q1 2026 | May 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 12,522 | 1,329 | 0.18% | 0.15% | 787 | +1,972 | 18.69% | Q1 2026 | Apr 27, 2026 |
| Brown Financial Advisors | History | Added to | 12,484 | 1,325 | 0.5% | 0.34% | 788 | +3,901 | 45.45% | Q1 2026 | May 15, 2026 |
| Xena Financial Planning, LLC | History | Added to | 12,482 | 1,324 | 1.49% | 1.5% | 789 | +564 | 4.73% | Q1 2026 | Apr 14, 2026 |
| Eagle Strategies LLC | History | Reduced | 12,461 | 1,322 | 0.16% | 0.19% | 790 | -1,072 | -7.92% | Q1 2026 | Apr 20, 2026 |
| Family Capital Management, Inc. | History | Added to | 12,429 | 1,319 | 0.59% | 0.56% | 791 | +601 | 5.08% | Q1 2026 | Apr 22, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 12,419 | 1,318 | 0.76% | 1.15% | 792 | -5,110 | -29.15% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,391 | 1,315 | 0.01% | 0.01% | 793 | +1,235 | 11.07% | Q1 2026 | May 05, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 12,376 | 1,313 | 0.26% | 0.32% | 794 | -2,244 | -15.35% | Q1 2026 | Apr 20, 2026 |
| PUREfi Wealth, LLC | History | Added to | 12,331 | 1,308 | 0.86% | 0.91% | 795 | +1,208 | 10.86% | Q1 2026 | Apr 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 12,298 | 1,305 | 0.07% | 0.06% | 796 | +2,221 | 22.04% | Q1 2026 | Apr 16, 2026 |
| Keystone Financial Services | History | Reduced | 12,226 | 1,297 | 0.38% | 0.4% | 797 | -118 | -0.96% | Q1 2026 | May 06, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 12,213 | 1,296 | 0.1% | 0.1% | 798 | +635 | 5.48% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 12,112 | 1,295 | 0.13% | 0.17% | 799 | +7 | 0.06% | Q1 2026 | May 12, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 12,197 | 1,294 | 0.39% | 0.38% | 800 | +100 | 0.83% | Q1 2026 | May 13, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 12,116 | 1,286 | 0.66% | 0.7% | 801 | -142 | -1.16% | Q1 2026 | Apr 21, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 12,023 | 1,283 | 0.29% | 0.28% | 802 | +1,176 | 10.84% | Q1 2026 | May 08, 2026 |
| Gibbs Wealth Management | History | Added to | 12,074 | 1,281 | 0.17% | 0.22% | 803 | +3,595 | 42.4% | Q1 2026 | May 13, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 11,986 | 1,272 | 0.37% | 0.39% | 804 | -543 | -4.33% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Reduced | 11,870 | 1,269 | 0.35% | 0.4% | 805 | -681 | -5.43% | Q1 2026 | Apr 17, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 11,911 | 1,264 | 0.11% | 0.12% | 806 | -306 | -2.5% | Q1 2026 | Apr 07, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 11,778 | 1,250 | 0.3% | 0.31% | 807 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Brucke Financial, Inc. | History | Added to | 11,724 | 1,244 | 0.63% | 0.68% | 808 | +18 | 0.15% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,705 | 1,242 | 0.05% | 0.06% | 809 | +15 | 0.13% | Q1 2026 | May 19, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 11,617 | 1,233 | 0.41% | 0.43% | 810 | -725 | -5.87% | Q1 2026 | Apr 14, 2026 |
| Retirement Planning Group, LLC | History | New | 11,599 | 1,231 | 0.04% | — | 812 | +11,599 | New | Q1 2026 | May 04, 2026 |
| Independence Bank of Kentucky | History | Reduced | 11,597 | 1,231 | 0.16% | 0.15% | 811 | -20 | -0.17% | Q1 2026 | Apr 30, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 11,594 | 1,230 | 0.5% | 0.55% | 813 | -965 | -7.68% | Q1 2026 | May 06, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Reduced | 11,550 | 1,226 | 0.71% | 0.75% | 814 | -700 | -5.71% | Q1 2026 | May 13, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 11,552 | 1,226 | 0.1% | 0.11% | 815 | +140 | 1.23% | Q1 2026 | Apr 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 11,523 | 1,223 | 0.09% | 0.09% | 816 | -238 | -2.02% | Q1 2026 | Apr 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 11,495 | 1,220 | 0.75% | 0.76% | 817 | -650 | -5.35% | Q1 2026 | May 13, 2026 |
| LongView Wealth Management | History | Reduced | 11,393 | 1,219 | 0.31% | 0.39% | 818 | -3,675 | -24.39% | Q1 2026 | Apr 15, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 11,465 | 1,217 | 0.34% | 0.41% | 819 | -750 | -6.14% | Q1 2026 | Apr 09, 2026 |
| Brookwood Investment Group LLC | History | Added to | 11,455 | 1,215 | 0.15% | 0.14% | 820 | +287 | 2.57% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 11,375 | 1,210 | 0.0% | 0.0% | 821 | +8,388 | 280.82% | Q1 2026 | May 14, 2026 |
| Weaver Capital Management LLC | History | No change | 11,401 | 1,210 | 0.26% | 0.26% | 822 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 11,352 | 1,204 | 0.49% | 0.35% | 823 | +3,035 | 36.49% | Q1 2026 | Apr 24, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 11,327 | 1,202 | 0.14% | 0.14% | 824 | -58 | -0.51% | Q1 2026 | Apr 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 11,303 | 1,199 | 0.19% | 0.18% | 825 | +1,411 | 14.26% | Q1 2026 | Apr 29, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 11,278 | 1,197 | 0.07% | 0.03% | 826 | +6,509 | 136.49% | Q1 2026 | Apr 17, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 11,278 | 1,197 | 0.5% | 0.5% | 827 | +1,476 | 15.06% | Q1 2026 | Apr 17, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 11,244 | 1,193 | 1.12% | 0.85% | 828 | +2,118 | 23.21% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | Added to | 11,195 | 1,191 | 0.01% | 0.01% | 829 | +4,115 | 58.12% | Q1 2026 | Apr 28, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 11,216 | 1,190 | 0.07% | 0.07% | 830 | +887 | 8.59% | Q1 2026 | Apr 30, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 11,188 | 1,187 | 0.2% | 0.19% | 831 | +804 | 7.74% | Q1 2026 | Apr 08, 2026 |
| Bowman & Co S.C. | History | No change | 11,090 | 1,187 | 0.5% | 0.5% | 832 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 11,165 | 1,185 | 0.31% | 0.28% | 834 | +1,412 | 14.48% | Q1 2026 | May 12, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 11,169 | 1,185 | 0.21% | 0.21% | 833 | -44 | -0.39% | Q1 2026 | Apr 07, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 11,129 | 1,181 | 0.33% | 0.45% | 835 | -3,422 | -23.52% | Q1 2026 | Apr 23, 2026 |
| Factor Wealth Management LTD | History | Reduced | 11,099 | 1,178 | 0.22% | 0.62% | 838 | -15,628 | -58.47% | Q1 2026 | Apr 20, 2026 |
| ROGCO, LP | History | Added to | 11,102 | 1,178 | 0.39% | 0.38% | 837 | +456 | 4.28% | Q1 2026 | May 04, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 11,098 | 1,178 | 0.51% | 0.54% | 839 | -121 | -1.08% | Q1 2026 | Apr 29, 2026 |
| Allen Capital Group, LLC | History | No change | 11,002 | 1,178 | 0.11% | 0.11% | 836 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 11,059 | 1,173 | 0.17% | 0.23% | 840 | -3,966 | -26.4% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 11,020 | 1,170 | 0.13% | 0.12% | 841 | +1,382 | 14.34% | Q1 2026 | Apr 16, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 11,028 | 1,170 | 0.64% | 0.69% | 842 | -207 | -1.84% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 11,000 | 1,167 | 0.55% | 0.5% | 844 | +1,116 | 11.29% | Q1 2026 | Apr 15, 2026 |
| Cyr Financial Inc. | History | Added to | 11,002 | 1,167 | 0.69% | 0.67% | 843 | +1,011 | 10.12% | Q1 2026 | Apr 24, 2026 |
| MYECFO, LLC | History | Reduced | 10,961 | 1,163 | 0.49% | 0.54% | 845 | -992 | -8.3% | Q1 2026 | Apr 07, 2026 |
| UNITED BANK | History | Reduced | 10,952 | 1,162 | 0.15% | 0.16% | 846 | -60 | -0.54% | Q1 2026 | May 11, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 10,933 | 1,160 | 0.14% | 0.14% | 847 | +1,335 | 13.91% | Q1 2026 | Apr 30, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 10,924 | 1,159 | 0.21% | 0.19% | 848 | +244 | 2.28% | Q1 2026 | Apr 10, 2026 |
| Spire Wealth Management | History | Reduced | 10,911 | 1,158 | 0.04% | 0.04% | 849 | -133 | -1.2% | Q1 2026 | Apr 22, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 10,892 | 1,156 | 0.2% | 0.06% | 850 | +7,898 | 263.79% | Q1 2026 | Apr 17, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 10,879 | 1,154 | 0.94% | 0.97% | 851 | -90 | -0.82% | Q1 2026 | May 04, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 10,693 | 1,148 | 1.08% | 1.15% | 852 | -166 | -1.53% | Q1 2026 | Apr 27, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 10,758 | 1,141 | 0.14% | 0.15% | 853 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 10,734 | 1,139 | 0.16% | 0.2% | 854 | -2,015 | -15.81% | Q1 2026 | Apr 20, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 10,725 | 1,138 | 0.08% | 0.07% | 855 | +857 | 8.68% | Q1 2026 | May 14, 2026 |
| Haven Private, LLC | History | No change | 10,715 | 1,137 | 0.5% | 0.5% | 856 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 10,701 | 1,135 | 0.71% | 0.51% | 857 | +2,812 | 35.64% | Q1 2026 | Apr 28, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 10,645 | 1,129 | 0.32% | 0.3% | 858 | +555 | 5.5% | Q1 2026 | Apr 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 10,614 | 1,126 | 0.0% | — | 859 | +10,614 | New | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Added to | 10,516 | 1,116 | 0.01% | 0.01% | 860 | +4,862 | 85.99% | Q1 2026 | May 11, 2026 |
| Truepoint, Inc. | History | Reduced | 10,518 | 1,116 | 0.02% | 0.03% | 861 | -664 | -5.94% | Q1 2026 | May 08, 2026 |
| Private Advisory Group LLC | History | New | 10,430 | 1,107 | 0.07% | — | 862 | +10,430 | New | Q1 2026 | May 08, 2026 |
| Vanguard National Trust Co | History | New | 10,403 | 1,104 | 0.07% | — | 863 | +10,403 | New | Q1 2026 | May 08, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 10,395 | 1,103 | 0.5% | 0.5% | 864 | -242 | -2.28% | Q1 2026 | May 05, 2026 |
| North Forty Two & Co. | History | Reduced | 10,381 | 1,101 | 1.02% | 1.14% | 865 | -900 | -7.98% | Q1 2026 | Apr 21, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 10,370 | 1,100 | 0.11% | 0.11% | 866 | +207 | 2.04% | Q1 2026 | May 11, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 10,348 | 1,098 | 0.17% | 0.17% | 867 | -387 | -3.61% | Q1 2026 | May 11, 2026 |
| Inscription Capital, LLC | History | Reduced | 10,336 | 1,097 | 0.12% | 0.12% | 868 | -227 | -2.15% | Q1 2026 | Apr 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 10,333 | 1,096 | 0.06% | 0.06% | 869 | +533 | 5.44% | Q1 2026 | Apr 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 10,335 | 1,093 | 0.08% | 0.08% | 870 | +1,924 | 22.87% | Q1 2026 | May 18, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 10,299 | 1,093 | 0.25% | 0.24% | 871 | +246 | 2.45% | Q1 2026 | Apr 15, 2026 |
| SIMA Wealth Partners, LLC | History | New | 10,200 | 1,082 | 0.82% | — | 873 | +10,200 | New | Q1 2026 | May 15, 2026 |
| Florin Court Capital LLP | History | Reduced | 10,200 | 1,082 | 4.08% | 1.74% | 872 | -1,500 | -12.82% | Q1 2026 | May 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,177 | 1,078 | 0.07% | 0.05% | 874 | -82 | -0.8% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 10,098 | 1,071 | 0.01% | 0.01% | 875 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,076 | 1,069 | 0.17% | 0.12% | 877 | +1,901 | 23.25% | Q1 2026 | May 15, 2026 |
| Aries Wealth Management | History | No change | 10,080 | 1,069 | 0.24% | 0.24% | 876 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 10,021 | 1,064 | 0.53% | 0.56% | 878 | +18 | 0.18% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 10,020 | 1,063 | 0.03% | 0.02% | 879 | +1,210 | 13.73% | Q1 2026 | Apr 13, 2026 |
| Carr Financial Group Corp | History | No change | 10,000 | 1,061 | 0.28% | 0.28% | 880 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Journey Beyond Wealth, LLC | History | No change | 10,000 | 1,061 | 0.91% | 0.85% | 881 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bangor Savings Bank | History | No change | 9,970 | 1,058 | 0.08% | 0.09% | 882 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,947 | 1,055 | 0.01% | 0.01% | 883 | -257 | -2.52% | Q1 2026 | Apr 15, 2026 |
| Note Advisors, LLC | History | Added to | 9,828 | 1,043 | 0.52% | 0.54% | 884 | +120 | 1.24% | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 9,796 | 1,039 | 0.49% | 0.5% | 885 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Added to | 9,756 | 1,035 | 0.07% | 0.02% | 886 | +7,523 | 336.9% | Q1 2026 | May 13, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 9,728 | 1,032 | 0.4% | 0.26% | 887 | +3,250 | 50.17% | Q1 2026 | Apr 24, 2026 |
| Keel Point, LLC | History | No change | 9,492 | 1,016 | 0.06% | 0.06% | 888 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Calamos Advisors LLC | History | New | 9,544 | 1,013 | 0.0% | — | 890 | +9,544 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 9,544 | 1,013 | 0.03% | 0.07% | 889 | -8,850 | -48.11% | Q1 2026 | May 04, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 9,516 | 1,010 | 2.08% | 5.12% | 892 | -10,678 | -52.88% | Q1 2026 | Apr 28, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 9,518 | 1,010 | 0.6% | 0.67% | 891 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 9,478 | 1,008 | 0.18% | 0.26% | 893 | -5,017 | -34.61% | Q1 2026 | May 15, 2026 |
| Affiance Financial, LLC | History | Reduced | 9,473 | 1,005 | 0.16% | 0.18% | 894 | -1,251 | -11.67% | Q1 2026 | Apr 14, 2026 |
| Code Waechter LLC | History | Reduced | 9,454 | 1,003 | 0.6% | 0.73% | 895 | -1,125 | -10.63% | Q1 2026 | Apr 15, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 9,381 | 995 | 0.11% | 0.13% | 896 | -1,786 | -15.99% | Q1 2026 | May 06, 2026 |
| Balance Wealth, LLC | History | Reduced | 9,372 | 994 | 0.31% | 0.36% | 897 | -988 | -9.54% | Q1 2026 | Apr 20, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 9,343 | 991 | 0.08% | — | 900 | +9,343 | New | Q1 2026 | May 12, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 9,343 | 991 | 0.57% | 0.15% | 899 | +7,278 | 352.45% | Q1 2026 | May 14, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 9,337 | 991 | 0.28% | 0.29% | 898 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 9,192 | 987 | 0.26% | 0.4% | 903 | -3,927 | -29.93% | Q1 2026 | Apr 21, 2026 |
| Hilltop Holdings Inc. | History | Added to | 9,304 | 987 | 0.09% | 0.05% | 901 | +1,337 | 16.78% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 9,303 | 987 | 0.08% | 0.09% | 902 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 9,274 | 984 | 0.77% | 0.88% | 905 | -654 | -6.59% | Q1 2026 | May 05, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 9,273 | 984 | 0.15% | 0.15% | 904 | +55 | 0.6% | Q1 2026 | May 01, 2026 |
| Centurion Wealth Management LLC | History | Added to | 9,266 | 983 | 0.22% | 0.22% | 906 | +25 | 0.27% | Q1 2026 | Apr 10, 2026 |
| Veracity Capital LLC | History | Reduced | 9,165 | 972 | 0.35% | 0.3% | 907 | -207 | -2.21% | Q1 2026 | Apr 09, 2026 |
| IBEX WEALTH ADVISORS | History | New | 9,117 | 967 | 0.09% | — | 908 | +9,117 | New | Q1 2026 | Apr 30, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 9,092 | 965 | 0.07% | 0.05% | 909 | +3,454 | 61.26% | Q1 2026 | Apr 22, 2026 |
| NOVEM GROUP | History | New | 9,085 | 964 | 0.11% | — | 910 | +9,085 | New | Q1 2026 | Apr 10, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 9,066 | 962 | 0.29% | 0.2% | 911 | +437 | 5.06% | Q1 2026 | May 12, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 9,047 | 960 | 0.23% | 0.2% | 913 | +2,076 | 29.78% | Q1 2026 | Apr 24, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 9,051 | 960 | 0.52% | 0.51% | 912 | +172 | 1.94% | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 9,004 | 955 | 0.05% | 0.05% | 914 | +934 | 11.57% | Q1 2026 | May 13, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 8,937 | 948 | 0.63% | 0.3% | 915 | +4,908 | 121.82% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 8,804 | 940 | 0.6% | 0.66% | 916 | -32 | -0.36% | Q1 2026 | May 06, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 8,845 | 938 | 0.11% | 0.09% | 917 | +1,593 | 21.97% | Q1 2026 | May 05, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 8,824 | 936 | 0.99% | 0.28% | 918 | +6,276 | 246.31% | Q1 2026 | May 07, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 8,811 | 935 | 0.06% | 0.08% | 920 | -2,568 | -22.57% | Q1 2026 | Apr 27, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 8,813 | 935 | 0.07% | 0.06% | 919 | +1,300 | 17.3% | Q1 2026 | May 13, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 8,791 | 933 | 0.31% | 0.23% | 921 | +2,242 | 34.23% | Q1 2026 | Apr 14, 2026 |
| Crews Bank & Trust | History | Reduced | 8,785 | 932 | 0.14% | 0.14% | 922 | -40 | -0.45% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | Added to | 8,759 | 929 | 0.01% | 0.01% | 923 | +464 | 5.59% | Q1 2026 | May 08, 2026 |
| Roundview Capital LLC | History | Added to | 8,741 | 927 | 0.06% | 0.05% | 924 | +402 | 4.82% | Q1 2026 | May 08, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 8,726 | 926 | 0.51% | 0.27% | 925 | +4,620 | 112.52% | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 8,680 | 921 | 0.0% | 0.0% | 926 | +956 | 12.38% | Q1 2026 | May 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 8,678 | 921 | 0.49% | 0.52% | 927 | +24 | 0.28% | Q1 2026 | May 01, 2026 |
| Farmers National Bank | History | No change | 8,548 | 915 | 0.2% | 0.2% | 928 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| LCW Services, LLC | History | Added to | 8,567 | 909 | 0.45% | 0.48% | 929 | +116 | 1.37% | Q1 2026 | Apr 27, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 8,518 | 904 | 0.58% | 0.57% | 930 | -181 | -2.08% | Q1 2026 | Apr 15, 2026 |
| Envision Financial LLC | History | Added to | 8,497 | 901 | 0.48% | 0.48% | 931 | +13 | 0.15% | Q1 2026 | Apr 16, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 8,464 | 898 | 0.09% | 0.09% | 932 | +22 | 0.26% | Q1 2026 | Apr 27, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 8,429 | 894 | 0.78% | 0.78% | 933 | +188 | 2.28% | Q1 2026 | May 04, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 8,385 | 890 | 0.15% | 0.15% | 934 | +275 | 3.39% | Q1 2026 | May 05, 2026 |
| Mount Lucas Management LP | History | Added to | 8,376 | 889 | 0.33% | 0.33% | 935 | +675 | 8.77% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,367 | 888 | 0.02% | 0.01% | 936 | +2,751 | 48.99% | Q1 2026 | May 04, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 8,340 | 885 | 0.47% | 0.34% | 937 | +97 | 1.18% | Q1 2026 | May 14, 2026 |
| Cynosure Group, LLC | History | Reduced | 8,332 | 884 | 0.11% | 0.22% | 938 | -12,212 | -59.44% | Q1 2026 | May 13, 2026 |
| Bonfire Financial | History | Added to | 8,313 | 882 | 0.66% | 0.53% | 939 | +1,650 | 24.76% | Q1 2026 | May 06, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 8,312 | 882 | 0.27% | 0.29% | 940 | +6 | 0.07% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,295 | 880 | 0.03% | 0.03% | 941 | +386 | 4.88% | Q1 2026 | Apr 20, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 8,286 | 879 | 0.28% | 0.34% | 942 | -2,149 | -20.59% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,275 | 878 | 0.03% | 0.03% | 943 | -122 | -1.45% | Q1 2026 | Apr 07, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 8,266 | 877 | 0.07% | 0.08% | 944 | -394 | -4.55% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,182 | 868 | 0.04% | 0.04% | 945 | +946 | 13.07% | Q1 2026 | Apr 15, 2026 |
| JNBA Financial Advisors | History | No change | 8,170 | 867 | 0.07% | 0.08% | 946 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 8,100 | 859 | 0.22% | 0.17% | 948 | +1,893 | 30.5% | Q1 2026 | Apr 17, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 8,097 | 859 | 0.08% | 0.1% | 947 | -1,855 | -18.64% | Q1 2026 | Apr 17, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 8,006 | 849 | 0.36% | 0.35% | 950 | +23 | 0.29% | Q1 2026 | May 15, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 8,000 | 849 | 0.34% | 0.37% | 949 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 7,998 | 848 | 0.0% | 0.0% | 951 | +4,966 | 163.79% | Q1 2026 | May 04, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 7,959 | 847 | 0.5% | 0.53% | 952 | -314 | -3.8% | Q1 2026 | Apr 08, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 7,910 | 839 | 0.12% | 0.12% | 953 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 7,896 | 838 | 0.23% | 0.23% | 955 | -103 | -1.29% | Q1 2026 | Apr 22, 2026 |
| Members Trust Co | History | No change | 7,900 | 838 | 0.03% | 0.03% | 954 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | No change | 7,825 | 830 | 0.01% | 0.01% | 956 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 7,775 | 825 | 0.28% | 0.08% | 957 | +5,784 | 290.51% | Q1 2026 | Apr 28, 2026 |
| 4J Wealth Management LLC | History | Reduced | 7,757 | 823 | 0.47% | 0.48% | 958 | -50 | -0.64% | Q1 2026 | May 05, 2026 |
| DUTCH ASSET Corp | History | Added to | 7,753 | 822 | 0.55% | 0.41% | 959 | +2,803 | 56.63% | Q1 2026 | May 08, 2026 |
| Roan Capital Partners | History | New | 7,734 | 820 | 0.76% | — | 960 | +7,734 | New | Q1 2026 | Apr 15, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 7,703 | 817 | 0.63% | 0.83% | 961 | -1,933 | -20.06% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,652 | 812 | 0.05% | 0.05% | 962 | +3,781 | 97.68% | Q1 2026 | Apr 22, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 7,644 | 811 | 0.27% | 0.41% | 963 | +14 | 0.18% | Q1 2026 | Apr 20, 2026 |
| PFG Investments, LLC | History | Reduced | 7,620 | 808 | 0.04% | 0.04% | 964 | -48 | -0.63% | Q1 2026 | Apr 27, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 7,595 | 806 | 0.15% | 0.14% | 965 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Operose Advisors LLC | History | Added to | 7,571 | 803 | 0.19% | 0.18% | 966 | +478 | 6.74% | Q1 2026 | May 12, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 7,550 | 801 | 0.21% | 0.14% | 967 | +2,159 | 40.05% | Q1 2026 | May 07, 2026 |
| BDFS Capital LLC | History | Added to | 7,505 | 796 | 0.38% | 0.31% | 968 | +1,842 | 32.53% | Q1 2026 | Apr 15, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Reduced | 7,479 | 793 | 0.11% | 0.3% | 969 | -13,097 | -63.65% | Q1 2026 | May 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 7,477 | 793 | 0.19% | 0.15% | 970 | +1,534 | 25.81% | Q1 2026 | Apr 17, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 7,466 | 792 | 0.09% | 0.09% | 971 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stephens Consulting, LLC | History | No change | 7,398 | 792 | 0.26% | 0.26% | 972 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Vavra Capital Management, LLC | History | Added to | 7,442 | 789 | 0.77% | 0.69% | 973 | +925 | 14.19% | Q1 2026 | Apr 27, 2026 |
| Marble Wealth, LLC | History | Added to | 7,416 | 787 | 0.14% | 0.11% | 974 | +34 | 0.46% | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 7,407 | 786 | 0.06% | 0.04% | 975 | +2,508 | 51.19% | Q1 2026 | Apr 30, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 7,386 | 784 | 0.25% | 0.25% | 976 | -62 | -0.83% | Q1 2026 | Apr 23, 2026 |
| Busey Bank | History | Added to | 7,354 | 780 | 0.02% | 0.01% | 977 | +2,925 | 66.04% | Q1 2026 | Apr 28, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 7,321 | 777 | 0.4% | 0.43% | 978 | +39 | 0.54% | Q1 2026 | Apr 22, 2026 |
| Northside Capital Management, LLC | History | New | 7,318 | 776 | 0.07% | — | 979 | +7,318 | New | Q1 2026 | Apr 10, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 7,283 | 773 | 0.07% | 0.07% | 980 | +354 | 5.11% | Q1 2026 | Apr 27, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 7,268 | 771 | 0.25% | 0.25% | 981 | +248 | 3.53% | Q1 2026 | May 04, 2026 |
| Sepio Capital, LP | History | Reduced | 7,254 | 770 | 0.04% | 0.04% | 982 | -169 | -2.28% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 7,235 | 766 | 0.01% | — | 983 | +7,235 | New | Q1 2026 | May 12, 2026 |
| Planning Project LLC | History | No change | 7,136 | 764 | 0.19% | 0.19% | 984 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 7,197 | 763 | 0.09% | 0.09% | 985 | +160 | 2.27% | Q1 2026 | May 04, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 7,193 | 763 | 0.05% | 0.05% | 986 | -151 | -2.06% | Q1 2026 | May 13, 2026 |
| Pathway Financial Advisors LLC | History | No change | 7,123 | 758 | 0.09% | 0.1% | 987 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 7,092 | 752 | 0.05% | 0.05% | 988 | -512 | -6.73% | Q1 2026 | May 06, 2026 |
| Altiora Financial Group, LLC | History | Added to | 7,084 | 751 | 0.12% | 0.13% | 989 | +13 | 0.18% | Q1 2026 | May 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 7,060 | 749 | 0.09% | — | 990 | +7,060 | New | Q1 2026 | May 18, 2026 |
| ArborFi Advisors, LLC | History | Added to | 7,055 | 748 | 0.61% | 0.54% | 991 | +827 | 13.28% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 7,038 | 747 | 0.17% | 0.15% | 994 | +1,226 | 21.09% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 7,045 | 747 | 0.06% | 0.05% | 992 | +598 | 9.28% | Q1 2026 | Apr 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 6,982 | 747 | 0.11% | 0.11% | 993 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 7,022 | 745 | 0.07% | 0.07% | 995 | -188 | -2.61% | Q1 2026 | May 14, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 7,020 | 745 | 0.1% | 0.11% | 996 | -151 | -2.11% | Q1 2026 | Apr 17, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 7,011 | 744 | 0.5% | 1.38% | 997 | -18,991 | -73.04% | Q1 2026 | May 14, 2026 |
| FF Advisors,LLC | History | No change | 6,913 | 741 | 0.3% | 0.33% | 998 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Net Worth Advisory Group | History | Reduced | 6,977 | 740 | 0.15% | 0.16% | 999 | -212 | -2.95% | Q1 2026 | May 05, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 6,969 | 739 | 0.05% | 0.05% | 1000 | +299 | 4.48% | Q1 2026 | May 15, 2026 |
| Spectrum Investment Advisors, Inc. | History | Reduced | 6,960 | 738 | 0.37% | 0.46% | 1002 | -1,625 | -18.93% | Q1 2026 | Apr 14, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 6,954 | 738 | 0.4% | 0.32% | 1001 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Curi Capital, LLC | History | Reduced | 6,926 | 735 | 0.01% | 0.01% | 1003 | -1,036 | -13.01% | Q1 2026 | May 15, 2026 |
| Nilsine Partners, LLC | History | Reduced | 6,842 | 734 | 0.06% | 0.06% | 1004 | -50 | -0.73% | Q1 2026 | Apr 29, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 6,907 | 733 | 0.01% | 0.01% | 1005 | -500 | -6.75% | Q1 2026 | Apr 21, 2026 |
| Ransom Advisory, Ltd | History | No change | 6,843 | 732 | 0.29% | 0.29% | 1006 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 6,900 | 732 | 0.53% | 0.56% | 1007 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 6,886 | 730 | 0.1% | 0.04% | 1008 | +4,078 | 145.23% | Q1 2026 | Apr 21, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 6,872 | 729 | 0.09% | 0.04% | 1009 | +3,696 | 116.37% | Q1 2026 | May 08, 2026 |
| Accredited Investors Inc. | History | Reduced | 6,813 | 723 | 0.04% | 0.04% | 1010 | -316 | -4.43% | Q1 2026 | Apr 30, 2026 |
| Gerald Baker Financial Group LLC | History | New | 6,811 | 722 | 0.23% | — | 1011 | +6,811 | New | Q1 2026 | May 06, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 6,784 | 720 | 0.42% | 0.41% | 1012 | +484 | 7.68% | Q1 2026 | May 12, 2026 |
| TSFG, LLC | History | Reduced | 6,761 | 718 | 0.11% | 0.13% | 1013 | -1,085 | -13.83% | Q1 2026 | Apr 27, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 6,704 | 711 | 0.41% | 0.41% | 1014 | -96 | -1.41% | Q1 2026 | Apr 08, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 6,698 | 710 | 0.31% | 0.31% | 1015 | -5 | -0.07% | Q1 2026 | May 05, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 6,650 | 705 | 0.66% | 0.73% | 1016 | -157 | -2.31% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | New | 6,640 | 704 | 0.02% | — | 1019 | +6,640 | New | Q1 2026 | May 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 6,587 | 704 | 0.41% | 0.14% | 1018 | +4,669 | 243.43% | Q1 2026 | May 11, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 6,637 | 704 | 0.01% | 0.01% | 1017 | -93 | -1.38% | Q1 2026 | Apr 16, 2026 |
| Balefire, LLC | History | Added to | 6,624 | 703 | 0.13% | 0.11% | 1020 | +1,345 | 25.48% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 6,524 | 692 | 0.18% | 0.09% | 1021 | +3,397 | 108.63% | Q1 2026 | Apr 29, 2026 |
| Keenan, LLC | History | Reduced | 6,501 | 691 | 0.58% | 0.62% | 1022 | -58 | -0.88% | Q1 2026 | Apr 22, 2026 |
| Values Added Financial LLC | History | Added to | 6,498 | 689 | 0.29% | 0.27% | 1023 | +497 | 8.28% | Q1 2026 | Apr 20, 2026 |
| West Wealth Group, LLC | History | Added to | 6,476 | 687 | 0.14% | 0.11% | 1024 | +1,348 | 26.29% | Q1 2026 | May 11, 2026 |
| Cadia Private Client LLC | History | Added to | 6,468 | 686 | 0.56% | 0.55% | 1025 | +17 | 0.26% | Q1 2026 | May 20, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 6,458 | 685 | 0.08% | 0.08% | 1026 | -423 | -6.15% | Q1 2026 | Apr 16, 2026 |
| 1ST SOURCE BANK | History | Added to | 6,425 | 682 | 0.04% | 0.03% | 1027 | +365 | 6.02% | Q1 2026 | May 04, 2026 |
| Downshift Financial, LLC | History | Added to | 6,362 | 681 | 0.35% | 0.19% | 1028 | +3,508 | 122.92% | Q1 2026 | Apr 29, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 6,403 | 679 | 0.34% | 0.38% | 1029 | -929 | -12.67% | Q1 2026 | May 06, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 6,293 | 674 | 0.06% | 0.06% | 1030 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 6,344 | 673 | 0.11% | 0.16% | 1031 | -2,892 | -31.31% | Q1 2026 | May 01, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 6,349 | 673 | 0.07% | 0.13% | 1032 | -226 | -3.44% | Q1 2026 | Apr 17, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | New | 6,297 | 668 | 0.31% | — | 1033 | +6,297 | New | Q1 2026 | Apr 20, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 6,283 | 666 | 0.36% | 0.38% | 1034 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 6,263 | 664 | 0.05% | 0.06% | 1035 | +41 | 0.66% | Q1 2026 | Apr 13, 2026 |
| Montecito Bank & Trust | History | Added to | 6,255 | 663 | 0.11% | 0.1% | 1036 | +195 | 3.22% | Q1 2026 | Apr 16, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 6,239 | 662 | 0.18% | 0.19% | 1037 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 6,217 | 659 | 0.27% | 0.26% | 1038 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 6,205 | 658 | 0.06% | 0.06% | 1039 | -233 | -3.62% | Q1 2026 | May 01, 2026 |
| Tassel Capital Management, Inc. | History | No change | 6,184 | 656 | 0.36% | 0.4% | 1040 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 6,149 | 652 | 0.35% | 0.35% | 1041 | +250 | 4.24% | Q1 2026 | May 08, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 6,131 | 650 | 0.05% | 0.05% | 1042 | -443 | -6.74% | Q1 2026 | May 05, 2026 |
| Obermeyer Wealth Partners | History | Added to | 6,131 | 650 | 0.03% | 0.03% | 1043 | +96 | 1.59% | Q1 2026 | Apr 20, 2026 |
| Goodman Advisory Group, LLC | History | No change | 6,132 | 650 | 0.17% | 0.16% | 1044 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Heritage Wealth Advisors | History | Added to | 6,112 | 648 | 0.03% | 0.02% | 1045 | +464 | 8.22% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | Reduced | 6,098 | 647 | 0.24% | 0.32% | 1046 | -2,183 | -26.36% | Q1 2026 | May 14, 2026 |
| Smith Thornton Advisors LLC | History | No change | 6,095 | 646 | 0.33% | 0.33% | 1047 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 6,050 | 642 | 0.54% | 0.44% | 1049 | +1,350 | 28.72% | Q1 2026 | Apr 21, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 6,056 | 642 | 0.14% | 0.14% | 1048 | +171 | 2.91% | Q1 2026 | Apr 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 6,037 | 640 | 0.08% | 0.1% | 1051 | -1,554 | -20.47% | Q1 2026 | Apr 27, 2026 |
| Stratos Investment Management, LLC | History | Added to | 6,036 | 640 | 0.03% | 0.02% | 1050 | +418 | 7.44% | Q1 2026 | Apr 28, 2026 |
| NewSquare Capital LLC | History | Added to | 6,001 | 637 | 0.06% | 0.05% | 1052 | +197 | 3.39% | Q1 2026 | May 08, 2026 |
| Invst, LLC | History | Reduced | 5,980 | 634 | 0.07% | 0.09% | 1053 | -1,346 | -18.37% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 5,893 | 625 | 0.06% | 0.02% | 1054 | +3,609 | 158.01% | Q1 2026 | May 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,886 | 624 | 0.03% | — | 1056 | +5,886 | New | Q1 2026 | May 14, 2026 |
| Eley Financial Management, Inc | History | No change | 5,883 | 624 | 0.23% | 0.23% | 1055 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 5,852 | 621 | 0.17% | 0.12% | 1057 | +1,463 | 33.33% | Q1 2026 | Apr 16, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Added to | 5,798 | 619 | 0.34% | 0.37% | 1058 | +106 | 1.86% | Q1 2026 | Apr 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 5,798 | 615 | 0.01% | — | 1060 | +5,798 | New | Q1 2026 | Apr 20, 2026 |
| Next Level Private LLC | History | Added to | 5,801 | 615 | 0.14% | 0.09% | 1059 | +2,764 | 91.01% | Q1 2026 | Apr 23, 2026 |
| RAM Investment Partners, LLC | History | Added to | 5,734 | 608 | 0.11% | 0.11% | 1061 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 5,724 | 607 | 0.54% | 0.65% | 1062 | -395 | -6.46% | Q1 2026 | May 05, 2026 |
| Seascape Capital Management | History | No change | 5,710 | 606 | 0.17% | 0.17% | 1063 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 5,680 | 602 | 0.04% | 0.05% | 1064 | -1,538 | -21.31% | Q1 2026 | Apr 10, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 5,665 | 601 | 0.11% | 0.06% | 1065 | -245 | -4.15% | Q1 2026 | Apr 21, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 5,627 | 597 | 0.35% | 0.38% | 1066 | -317 | -5.33% | Q1 2026 | Apr 21, 2026 |
| Unify Financial Advisors | History | Added to | 5,630 | 597 | 0.62% | 0.61% | 1067 | +200 | 3.68% | Q1 2026 | Apr 23, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 5,595 | 593 | 0.28% | 0.17% | 1069 | +2,255 | 67.51% | Q1 2026 | Apr 09, 2026 |
| CFO4Life Group, LLC | History | Reduced | 5,587 | 593 | 0.09% | 0.09% | 1068 | -325 | -5.5% | Q1 2026 | May 11, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 5,527 | 586 | 0.15% | 0.13% | 1070 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| Frisco Financial Planning LLC | History | Added to | 5,517 | 585 | 0.48% | 0.32% | 1074 | +1,943 | 54.36% | Q1 2026 | May 12, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 5,512 | 585 | 0.18% | 0.21% | 1072 | -1,131 | -17.03% | Q1 2026 | Apr 28, 2026 |
| Pallas Capital Advisors LLC | History | No change | 5,513 | 585 | 0.02% | 0.02% | 1071 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Uptown Financial Advisors LLC | History | No change | 5,518 | 585 | 0.46% | 0.42% | 1073 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,461 | 584 | 0.0% | 0.0% | 1075 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 5,497 | 583 | 0.0% | — | 1077 | +5,497 | New | Q1 2026 | Apr 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 5,493 | 583 | 0.21% | 0.22% | 1076 | -31 | -0.56% | Q1 2026 | Apr 09, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 5,478 | 581 | 0.04% | 0.06% | 1078 | -1,259 | -18.69% | Q1 2026 | May 15, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 5,480 | 581 | 0.53% | 0.55% | 1079 | -110 | -1.97% | Q1 2026 | May 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 5,468 | 580 | 0.12% | — | 1080 | +5,468 | New | Q1 2026 | Apr 15, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 5,439 | 577 | 0.12% | 0.13% | 1081 | -1,385 | -20.3% | Q1 2026 | May 14, 2026 |
| Fullerton Advisors, LLC | History | Added to | 5,438 | 577 | 0.6% | 0.54% | 1083 | +428 | 8.54% | Q1 2026 | Apr 21, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 5,443 | 577 | 0.15% | 0.15% | 1082 | +28 | 0.52% | Q1 2026 | Apr 08, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 5,425 | 575 | 0.1% | 0.14% | 1084 | -2,336 | -30.1% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 5,415 | 574 | 0.0% | 0.0% | 1085 | -3,875 | -41.71% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 5,416 | 574 | 0.13% | 0.1% | 1086 | +1,128 | 26.31% | Q1 2026 | Apr 17, 2026 |
| Cassilly Financial Group LLC | History | Added to | 5,415 | 574 | 0.5% | 0.45% | 1088 | +644 | 13.5% | Q1 2026 | Apr 10, 2026 |
| Vantage Financial Partners, LLC | History | No change | 5,366 | 574 | 0.12% | 0.12% | 1087 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,402 | 573 | 0.13% | 0.13% | 1089 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GEM Asset Management, LLC | History | Added to | 5,383 | 571 | 0.25% | 0.26% | 1090 | +28 | 0.52% | Q1 2026 | Apr 10, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 5,370 | 570 | 0.31% | 0.3% | 1091 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| 5T Wealth, LLC | History | Added to | 5,357 | 568 | 0.22% | 0.13% | 1093 | +2,424 | 82.65% | Q1 2026 | Apr 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 5,357 | 568 | 0.09% | 0.1% | 1092 | -339 | -5.95% | Q1 2026 | May 06, 2026 |
| IFS Group,LLC | History | New | 5,345 | 567 | 0.5% | — | 1094 | +5,345 | New | Q1 2026 | May 18, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 5,336 | 566 | 0.03% | 0.02% | 1095 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Synergy Asset Management, LLC | History | Added to | 5,293 | 561 | 0.06% | 0.03% | 1096 | +2,952 | 126.1% | Q1 2026 | May 13, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 5,283 | 560 | 0.15% | 0.18% | 1097 | -1,528 | -22.43% | Q1 2026 | May 14, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 5,248 | 557 | 0.13% | 0.15% | 1098 | -919 | -14.9% | Q1 2026 | Apr 17, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 5,251 | 557 | 0.3% | 0.33% | 1099 | -294 | -5.3% | Q1 2026 | Apr 22, 2026 |
| Heirloom Wealth Management | History | New | 5,221 | 554 | 0.1% | — | 1100 | +5,221 | New | Q1 2026 | Apr 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 5,211 | 553 | 0.05% | 0.05% | 1101 | +91 | 1.78% | Q1 2026 | Apr 22, 2026 |
| Wealth Management Nebraska | History | Added to | 5,207 | 552 | 0.06% | 0.05% | 1102 | +801 | 18.18% | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 5,195 | 551 | 0.04% | 0.04% | 1103 | +57 | 1.11% | Q1 2026 | Apr 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,174 | 549 | 0.01% | 0.01% | 1104 | +526 | 11.32% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 5,164 | 548 | 0.06% | 0.05% | 1105 | +267 | 5.45% | Q1 2026 | May 08, 2026 |
| Friday Financial | History | Reduced | 5,156 | 547 | 0.19% | 0.22% | 1106 | -564 | -9.86% | Q1 2026 | Apr 16, 2026 |
| Fairway Wealth LLC | History | Added to | 5,146 | 546 | 0.14% | 0.13% | 1107 | +625 | 13.82% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 5,140 | 545 | 0.15% | 0.08% | 1109 | +2,425 | 89.32% | Q1 2026 | May 01, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 5,140 | 545 | 0.23% | 0.23% | 1108 | -22 | -0.43% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 5,123 | 543 | 0.04% | 0.04% | 1110 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Chesapeake Wealth Management | History | Added to | 5,110 | 542 | 0.17% | 0.15% | 1112 | +360 | 7.58% | Q1 2026 | May 18, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 5,115 | 542 | 0.03% | 0.03% | 1111 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clare Market Investments LLC | History | New | 5,100 | 541 | 0.11% | — | 1113 | +5,100 | New | Q1 2026 | Apr 29, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 5,079 | 539 | 0.42% | 0.43% | 1115 | -70 | -1.36% | Q1 2026 | Apr 20, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 5,086 | 539 | 0.06% | 0.06% | 1114 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,070 | 538 | 0.03% | 0.03% | 1116 | -388 | -7.11% | Q1 2026 | Apr 20, 2026 |
| Anfield Capital Management, LLC | History | New | 5,063 | 537 | 0.15% | — | 1117 | +5,063 | New | Q1 2026 | May 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 5,049 | 535 | 0.25% | 1.14% | 1118 | -25,263 | -83.34% | Q1 2026 | May 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 5,037 | 534 | 0.04% | 0.03% | 1119 | +908 | 21.99% | Q1 2026 | May 14, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 5,030 | 533 | 0.6% | 0.56% | 1120 | +305 | 6.46% | Q1 2026 | Apr 14, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 5,016 | 532 | 0.42% | 0.41% | 1121 | +223 | 4.65% | Q1 2026 | May 05, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 5,006 | 531 | 0.08% | 0.18% | 1123 | -5,785 | -53.61% | Q1 2026 | May 04, 2026 |
| First Affirmative Financial Network | History | New | 5,007 | 531 | 0.21% | — | 1124 | +5,007 | New | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Added to | 5,004 | 531 | 0.37% | 0.27% | 1122 | +122 | 2.5% | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 4,998 | 530 | 0.06% | 0.07% | 1127 | -1,203 | -19.4% | Q1 2026 | Apr 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 4,995 | 530 | 0.03% | 0.04% | 1125 | -285 | -5.4% | Q1 2026 | Apr 28, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 5,000 | 530 | 0.13% | 0.12% | 1126 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 5,000 | 530 | 0.37% | 0.38% | 1128 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Evensky & Katz LLC | History | Added to | 4,972 | 528 | 0.03% | 0.02% | 1129 | +1,455 | 41.37% | Q1 2026 | Apr 22, 2026 |
| Impact Investors, Inc | History | Reduced | 4,978 | 528 | 0.37% | 0.43% | 1130 | -829 | -14.28% | Q1 2026 | Apr 29, 2026 |
| WPG Advisers, LLC | History | Added to | 4,982 | 528 | 0.39% | 0.39% | 1131 | +117 | 2.4% | Q1 2026 | Apr 29, 2026 |
| Lynx Investment Advisory | History | Added to | 4,933 | 523 | 0.25% | 0.12% | 1133 | +2,869 | 139.0% | Q1 2026 | Apr 24, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 4,935 | 523 | 0.02% | 0.01% | 1132 | +1,159 | 30.69% | Q1 2026 | May 11, 2026 |
| OLIO Financial Planning | History | Reduced | 4,915 | 521 | 0.14% | 0.15% | 1134 | -21 | -0.43% | Q1 2026 | Apr 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 4,902 | 520 | 0.05% | 0.05% | 1135 | -49 | -0.99% | Q1 2026 | Apr 30, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 4,892 | 519 | 0.29% | — | 1136 | +4,892 | New | Q1 2026 | Apr 10, 2026 |
| Heritage Family Offices, LLP | History | Added to | 4,864 | 516 | 0.23% | 0.14% | 1137 | +2,043 | 72.42% | Q1 2026 | Apr 08, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 4,855 | 515 | 0.08% | 0.09% | 1138 | -153 | -3.06% | Q1 2026 | May 12, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 4,840 | 513 | 0.02% | 0.02% | 1139 | -238 | -4.69% | Q1 2026 | Apr 29, 2026 |
| FARMERS TRUST CO | History | Added to | 4,828 | 512 | 0.08% | 0.08% | 1140 | +496 | 11.45% | Q1 2026 | Apr 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 4,821 | 511 | 0.02% | 0.02% | 1141 | -1,165 | -19.46% | Q1 2026 | May 11, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 4,822 | 511 | 0.32% | 0.32% | 1142 | +24 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Investment Advisory Group, LLC | History | No change | 4,802 | 509 | 0.13% | 0.13% | 1143 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,773 | 506 | 0.15% | 0.16% | 1144 | -94 | -1.93% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 4,760 | 505 | 0.08% | 0.03% | 1146 | +2,938 | 161.25% | Q1 2026 | Apr 17, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 4,759 | 505 | 0.14% | 0.14% | 1145 | +37 | 0.78% | Q1 2026 | Apr 08, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 4,735 | 502 | 0.32% | 0.45% | 1147 | -1,368 | -22.42% | Q1 2026 | May 11, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 4,706 | 500 | 0.29% | 0.46% | 1148 | -1,753 | -27.14% | Q1 2026 | Apr 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 4,697 | 498 | 0.05% | — | 1151 | +4,697 | New | Q1 2026 | Apr 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 4,698 | 498 | 0.01% | 0.01% | 1149 | +30 | 0.64% | Q1 2026 | Apr 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 4,697 | 498 | 0.09% | 0.09% | 1150 | +1 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,670 | 495 | 0.03% | 0.03% | 1152 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 4,635 | 492 | 0.06% | 0.06% | 1153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 4,567 | 489 | 0.1% | 0.1% | 1154 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Heritage Financial Services, LLC | History | No change | 4,572 | 489 | 0.04% | 0.04% | 1155 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 4,583 | 486 | 0.08% | 0.07% | 1156 | +780 | 20.51% | Q1 2026 | May 06, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 4,572 | 485 | 0.01% | 0.01% | 1158 | +62 | 1.37% | Q1 2026 | May 13, 2026 |
| Westshore Wealth, LLC | History | No change | 4,537 | 485 | 0.16% | 0.16% | 1157 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,567 | 484 | 0.05% | 0.05% | 1160 | +389 | 9.31% | Q1 2026 | May 11, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 4,569 | 484 | 0.39% | 0.3% | 1159 | +100 | 2.24% | Q1 2026 | Apr 08, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 4,566 | 484 | 0.14% | 0.13% | 1161 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 4,563 | 484 | 0.5% | 0.5% | 1162 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,545 | 482 | 0.04% | 0.05% | 1163 | -1,025 | -18.4% | Q1 2026 | May 13, 2026 |
| NVWM, LLC | History | Reduced | 4,510 | 478 | 0.11% | 0.11% | 1164 | -58 | -1.27% | Q1 2026 | Apr 27, 2026 |
| Paulson Wealth Management Inc. | History | No change | 4,485 | 476 | 0.11% | 0.11% | 1165 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 4,466 | 474 | 0.23% | 0.22% | 1166 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,416 | 468 | 0.01% | 0.02% | 1167 | +487 | 12.4% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | No change | 4,411 | 468 | 0.05% | 0.05% | 1168 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 4,400 | 467 | 0.01% | 0.01% | 1169 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Occidental Asset Management, LLC | History | No change | 4,394 | 466 | 0.06% | 0.06% | 1170 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TCP Asset Management, LLC | History | Reduced | 4,387 | 465 | 0.06% | 0.08% | 1171 | -139 | -3.07% | Q1 2026 | Apr 10, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 4,379 | 464 | 0.08% | 0.08% | 1172 | +223 | 5.37% | Q1 2026 | May 11, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | New | 4,362 | 463 | 0.09% | — | 1174 | +4,362 | New | Q1 2026 | Apr 28, 2026 |
| SWMG, LLC | History | Reduced | 4,370 | 463 | 0.13% | 0.13% | 1173 | -44 | -1.0% | Q1 2026 | Apr 24, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,341 | 460 | 0.02% | 0.02% | 1175 | -588 | -11.93% | Q1 2026 | May 13, 2026 |
| Erickson Financial Group, LLC | History | Reduced | 4,322 | 458 | 0.29% | 0.29% | 1177 | -46 | -1.05% | Q1 2026 | Apr 08, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 4,323 | 458 | 0.07% | 0.07% | 1176 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HM PAYSON & CO | History | No change | 4,312 | 457 | 0.01% | 0.01% | 1178 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bouchey Financial Group Ltd | History | No change | 4,263 | 456 | 0.03% | 0.03% | 1179 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EPG Wealth Management LLC | History | No change | 4,300 | 456 | 0.12% | 0.12% | 1180 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 4,284 | 454 | 0.02% | 0.02% | 1181 | +1,512 | 54.55% | Q1 2026 | Apr 15, 2026 |
| XML Financial, LLC | History | Added to | 4,284 | 454 | 0.04% | 0.04% | 1182 | +2 | 0.05% | Q1 2026 | Apr 16, 2026 |
| KINTRA WEALTH, LLC | History | New | 4,277 | 453 | 0.03% | — | 1183 | +4,277 | New | Q1 2026 | May 15, 2026 |
| Atlas Brown,Inc. | History | Added to | 4,262 | 452 | 0.14% | 0.13% | 1184 | +18 | 0.42% | Q1 2026 | Apr 17, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 4,263 | 452 | 0.06% | 0.06% | 1185 | -14 | -0.33% | Q1 2026 | May 13, 2026 |
| Iowa State Bank | History | Added to | 4,235 | 449 | 0.08% | 0.08% | 1186 | +109 | 2.64% | Q1 2026 | Apr 15, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 4,182 | 443 | 0.07% | 0.08% | 1188 | +11 | 0.26% | Q1 2026 | Apr 17, 2026 |
| Covenant Asset Management, LLC | History | No change | 4,174 | 443 | 0.07% | 0.05% | 1187 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 4,164 | 442 | 0.08% | 0.39% | 1189 | -17,618 | -80.88% | Q1 2026 | May 13, 2026 |
| WELCH & FORBES LLC | History | Added to | 4,153 | 440 | 0.01% | 0.0% | 1190 | +1,816 | 77.71% | Q1 2026 | May 01, 2026 |
| Graetz Wealth LLC | History | Added to | 4,145 | 439 | 0.39% | 0.27% | 1191 | +1,369 | 49.32% | Q1 2026 | Apr 30, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 4,131 | 438 | 0.1% | 0.11% | 1192 | +345 | 9.11% | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | Added to | 4,119 | 437 | 0.01% | 0.01% | 1193 | +406 | 10.93% | Q1 2026 | Apr 07, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 4,124 | 437 | 0.3% | 0.27% | 1194 | +356 | 9.45% | Q1 2026 | May 04, 2026 |
| Walleye Trading LLC | History | New | 4,100 | 435 | 0.0% | — | 1195 | +4,100 | New | Q1 2026 | May 08, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 4,094 | 434 | 0.17% | 0.17% | 1196 | +100 | 2.5% | Q1 2026 | Apr 23, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 4,095 | 434 | 0.34% | 0.38% | 1197 | -85 | -2.03% | Q1 2026 | Apr 09, 2026 |
| IFC Advisors LLC | History | Added to | 4,077 | 432 | 0.06% | 0.06% | 1198 | +360 | 9.69% | Q1 2026 | May 04, 2026 |
| Northland Capital Management LLC | History | Added to | 4,055 | 430 | 0.24% | 0.2% | 1199 | +770 | 23.44% | Q1 2026 | Apr 21, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 4,045 | 429 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Diligent Investors, LLC | History | Added to | 4,014 | 426 | 0.11% | 0.11% | 1201 | +7 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 4,008 | 425 | 0.09% | — | 1203 | +4,008 | New | Q1 2026 | Apr 13, 2026 |
| Hexagon Capital Partners LLC | History | New | 4,007 | 425 | 0.06% | — | 1204 | +4,007 | New | Q1 2026 | May 04, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 4,008 | 425 | 0.08% | 0.1% | 1202 | -47 | -1.16% | Q1 2026 | Apr 28, 2026 |
| Stablepoint Partners, LLC | History | Added to | 4,001 | 424 | 0.06% | 0.06% | 1206 | +219 | 5.79% | Q1 2026 | Apr 30, 2026 |
| American Financial Advisors, LLC | History | Reduced | 4,000 | 424 | 0.06% | 0.06% | 1205 | -32 | -0.79% | Q1 2026 | May 13, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 3,978 | 422 | 0.29% | 0.34% | 1207 | -536 | -11.87% | Q1 2026 | May 05, 2026 |
| Valley Financial Group, Inc. | History | Added to | 3,949 | 419 | 0.23% | 0.21% | 1208 | +484 | 13.97% | Q1 2026 | May 15, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 3,946 | 418 | 0.2% | 0.2% | 1209 | -299 | -7.04% | Q1 2026 | May 08, 2026 |
| Transcendent Capital Group LLC | History | Added to | 3,938 | 418 | 0.19% | 0.19% | 1210 | +95 | 2.47% | Q1 2026 | Apr 27, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 3,933 | 417 | 0.13% | — | 1212 | +3,933 | New | Q1 2026 | Apr 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 3,934 | 417 | 0.07% | 0.07% | 1211 | +21 | 0.54% | Q1 2026 | May 12, 2026 |
| Wise Wealth Partners | History | Reduced | 3,925 | 416 | 0.56% | 0.63% | 1213 | -179 | -4.36% | Q1 2026 | Apr 21, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 3,906 | 414 | 0.12% | 0.11% | 1214 | +387 | 11.0% | Q1 2026 | Apr 16, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,872 | 411 | 0.02% | 0.0% | 1215 | +3,658 | 1709.35% | Q1 2026 | Apr 24, 2026 |
| Park Place Capital Corp | History | Added to | 3,865 | 410 | 0.08% | 0.09% | 1216 | +15 | 0.39% | Q1 2026 | Apr 09, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 3,865 | 410 | 0.2% | 0.21% | 1217 | -6 | -0.15% | Q1 2026 | Apr 09, 2026 |
| Colonial Trust Co / SC | History | Added to | 3,860 | 409 | 0.06% | 0.05% | 1218 | +81 | 2.14% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 3,844 | 408 | 0.0% | 0.0% | 1219 | -72 | -1.84% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 3,850 | 408 | 0.08% | 0.06% | 1221 | -26 | -0.67% | Q1 2026 | May 11, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 3,845 | 408 | 0.24% | 0.24% | 1220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kelly Financial Services LLC | History | Reduced | 3,827 | 406 | 0.1% | 0.23% | 1222 | -4,564 | -54.39% | Q1 2026 | Apr 13, 2026 |
| FreeGulliver LLC | History | Added to | 3,812 | 404 | 0.17% | 0.14% | 1224 | +139 | 3.78% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,821 | 404 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Helium Advisors LLC | History | Reduced | 3,759 | 399 | 0.38% | 0.41% | 1225 | -29 | -0.77% | Q1 2026 | May 05, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 3,752 | 398 | 0.08% | 0.14% | 1229 | -2,150 | -36.43% | Q1 2026 | May 08, 2026 |
| Altus Wealth Management, LLC | History | Reduced | 3,755 | 398 | 0.18% | 0.17% | 1227 | -1 | -0.03% | Q1 2026 | Apr 21, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 3,750 | 398 | 0.15% | 0.15% | 1226 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AIFG Consultants Ltd. | History | No change | 3,722 | 398 | 0.68% | 0.68% | 1228 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Anson Capital, Inc. | History | Added to | 3,744 | 397 | 0.27% | 0.28% | 1230 | +110 | 3.03% | Q1 2026 | May 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 3,728 | 395 | 0.2% | 0.11% | 1231 | +1,806 | 93.96% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,715 | 394 | 0.03% | 0.01% | 1234 | +2,388 | 179.95% | Q1 2026 | May 01, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 3,715 | 394 | 0.01% | 0.01% | 1233 | -750 | -16.8% | Q1 2026 | May 14, 2026 |
| Journey Advisory Group, LLC | History | Added to | 3,722 | 394 | 0.03% | 0.03% | 1235 | +42 | 1.14% | Q1 2026 | May 05, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 3,716 | 394 | 0.06% | 0.07% | 1232 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 3,708 | 393 | 0.12% | 0.12% | 1236 | +19 | 0.52% | Q1 2026 | May 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 3,698 | 392 | 0.26% | 0.24% | 1237 | +462 | 14.28% | Q1 2026 | Apr 21, 2026 |
| Cooper Financial Group | History | Added to | 3,678 | 390 | 0.04% | 0.04% | 1238 | +63 | 1.74% | Q1 2026 | Apr 07, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 3,666 | 389 | 0.17% | 0.18% | 1239 | -29 | -0.78% | Q1 2026 | Apr 06, 2026 |
| Objective Capital Management, LLC | History | No change | 3,650 | 387 | 0.39% | 0.4% | 1240 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,643 | 386 | 0.02% | 0.0% | 1241 | +3,045 | 509.2% | Q1 2026 | May 07, 2026 |
| Welch Group, LLC | History | No change | 3,629 | 385 | 0.01% | 0.01% | 1242 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| URS Advisory LLC | History | Added to | 3,613 | 383 | 0.28% | 0.31% | 1243 | +151 | 4.36% | Q1 2026 | Apr 23, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 3,600 | 382 | 0.18% | 0.19% | 1244 | +100 | 2.86% | Q1 2026 | May 15, 2026 |
| CAPSTONE CAPITAL LLC | History | Reduced | 3,595 | 381 | 0.25% | 0.3% | 1247 | -775 | -17.73% | Q1 2026 | Apr 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 3,597 | 381 | 0.05% | 0.06% | 1245 | -423 | -10.52% | Q1 2026 | May 13, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 3,597 | 381 | 0.03% | 0.03% | 1246 | -190 | -5.02% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 3,562 | 378 | 0.02% | 0.02% | 1248 | -486 | -12.01% | Q1 2026 | Apr 08, 2026 |
| Summit Global Investments | History | Reduced | 3,558 | 378 | 0.02% | 0.03% | 1249 | -428 | -10.74% | Q1 2026 | May 07, 2026 |
| Independent Wealth Network Inc. | History | Added to | 3,555 | 377 | 0.11% | 0.11% | 1250 | +199 | 5.93% | Q1 2026 | Apr 20, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 3,545 | 376 | 0.36% | 0.35% | 1251 | +105 | 3.05% | Q1 2026 | May 06, 2026 |
| Cannell & Spears LLC | History | New | 3,541 | 375 | 0.01% | — | 1253 | +3,541 | New | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,535 | 375 | 0.01% | 0.01% | 1252 | +18 | 0.51% | Q1 2026 | Apr 21, 2026 |
| LVW Advisors, LLC | History | New | 3,529 | 374 | 0.04% | — | 1254 | +3,529 | New | Q1 2026 | Apr 20, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 3,522 | 373 | 0.22% | 0.19% | 1255 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Center for Financial Planning, Inc. | History | No change | 3,521 | 373 | 0.04% | 0.04% | 1256 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NCM Capital Management, LLC | History | Reduced | 3,512 | 372 | 0.13% | 0.15% | 1257 | -157 | -4.28% | Q1 2026 | May 15, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 3,490 | 370 | 0.19% | 0.2% | 1259 | +18 | 0.52% | Q1 2026 | Apr 21, 2026 |
| Chemistry Wealth Management LLC | History | No change | 3,490 | 370 | 0.07% | 0.07% | 1258 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Elevated Financial Group LLC | History | No change | 3,472 | 368 | 0.12% | 0.13% | 1260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 3,461 | 367 | 0.03% | 0.03% | 1261 | +271 | 8.5% | Q1 2026 | Apr 13, 2026 |
| Old Peak Finance LLC | History | Added to | 3,459 | 367 | 0.21% | 0.23% | 1262 | +18 | 0.52% | Q1 2026 | Apr 24, 2026 |
| Kropog Financial Group, LLC | History | Added to | 3,453 | 366 | 0.3% | 0.29% | 1265 | +7 | 0.2% | Q1 2026 | Apr 24, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 3,453 | 366 | 0.02% | 0.02% | 1263 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 10Elms LLP | History | No change | 3,450 | 366 | 0.23% | 0.34% | 1264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Counsel, LLC | History | New | 3,445 | 365 | 0.05% | — | 1266 | +3,445 | New | Q1 2026 | Apr 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 3,435 | 363 | 0.01% | 0.01% | 1267 | -280 | -7.54% | Q1 2026 | May 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 3,411 | 362 | 0.04% | 0.04% | 1268 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 3,402 | 361 | 0.04% | 0.04% | 1269 | -230 | -6.33% | Q1 2026 | Apr 22, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 3,399 | 360 | 0.09% | 0.09% | 1271 | +12 | 0.35% | Q1 2026 | May 12, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 3,401 | 360 | 0.27% | 0.3% | 1272 | +5 | 0.15% | Q1 2026 | Apr 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 3,394 | 360 | 0.21% | 0.22% | 1270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 3,390 | 359 | 0.25% | 0.3% | 1274 | -495 | -12.74% | Q1 2026 | Apr 23, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 3,391 | 359 | 0.29% | 0.29% | 1273 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 3,364 | 357 | 0.03% | 0.03% | 1276 | -547 | -13.99% | Q1 2026 | Apr 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 3,368 | 357 | 0.05% | 0.06% | 1275 | -365 | -9.78% | Q1 2026 | Apr 15, 2026 |
| CacheTech Inc. | History | New | 3,354 | 356 | 0.07% | — | 1277 | +3,354 | New | Q1 2026 | May 11, 2026 |
| Forum Private Client Group LLC | History | Added to | 3,340 | 354 | 0.12% | 0.12% | 1278 | +1 | 0.03% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 3,334 | 353 | 0.03% | 0.06% | 1279 | -4,545 | -57.68% | Q1 2026 | Apr 10, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 3,326 | 353 | 0.21% | 0.11% | 1282 | +1,402 | 72.87% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,329 | 353 | 0.01% | 0.01% | 1280 | -101 | -2.94% | Q1 2026 | May 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 3,294 | 353 | 0.05% | 0.05% | 1281 | +25 | 0.76% | Q1 2026 | Apr 28, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 3,310 | 351 | 0.24% | 0.41% | 1284 | -2,073 | -38.51% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 3,303 | 351 | 0.03% | 0.03% | 1283 | -85 | -2.51% | Q1 2026 | Apr 27, 2026 |
| Leo Wealth, LLC | History | Reduced | 3,294 | 349 | 0.03% | 0.08% | 1286 | -7,049 | -68.15% | Q1 2026 | May 05, 2026 |
| Broadview Financial Management, LLC | History | Added to | 3,290 | 349 | 0.24% | 0.23% | 1285 | +17 | 0.52% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Reduced | 3,287 | 348 | 0.0% | 0.12% | 1288 | -358,560 | -99.09% | Q1 2026 | May 14, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 3,281 | 348 | 0.23% | 0.23% | 1287 | -70 | -2.09% | Q1 2026 | Apr 28, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 3,270 | 347 | 0.04% | 0.04% | 1289 | -118 | -3.48% | Q1 2026 | Apr 28, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 3,264 | 346 | 0.02% | 0.02% | 1290 | -1,170 | -26.39% | Q1 2026 | Apr 29, 2026 |
| GUERRA PAN ADVISORS, LLC | History | New | 3,250 | 345 | 0.21% | — | 1292 | +3,250 | New | Q1 2026 | May 12, 2026 |
| Impact Capital Partners LLC | History | Added to | 3,256 | 345 | 0.1% | 0.1% | 1291 | +119 | 3.79% | Q1 2026 | Apr 10, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 3,231 | 343 | 0.08% | 0.08% | 1293 | +9 | 0.28% | Q1 2026 | Apr 20, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 3,220 | 341 | 0.15% | 0.15% | 1294 | +2 | 0.06% | Q1 2026 | Apr 20, 2026 |
| Clear Retirement Advice LLC | History | No change | 3,217 | 341 | 0.27% | 0.27% | 1295 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Eagle Bay Advisors LLC | History | New | 3,200 | 339 | 0.3% | — | 1297 | +3,200 | New | Q1 2026 | Apr 24, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 3,195 | 339 | 0.0% | 0.0% | 1296 | -1,667 | -34.29% | Q1 2026 | May 14, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 3,191 | 338 | 0.33% | 0.32% | 1298 | +32 | 1.01% | Q1 2026 | Apr 21, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 3,184 | 337 | 0.18% | 0.16% | 1299 | +439 | 15.99% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 3,170 | 336 | 0.06% | 0.08% | 1300 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 3,139 | 333 | 0.03% | 0.03% | 1301 | -331 | -9.54% | Q1 2026 | May 12, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 3,130 | 332 | 0.1% | 0.09% | 1302 | +512 | 19.56% | Q1 2026 | Apr 13, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 3,120 | 331 | 0.13% | 0.13% | 1303 | -135 | -4.15% | Q1 2026 | Apr 27, 2026 |
| Leisure Capital Management | History | Reduced | 3,111 | 330 | 0.12% | 0.17% | 1304 | -1,727 | -35.7% | Q1 2026 | May 08, 2026 |
| ASSOCIATED BANC-CORP | History | New | 3,088 | 327 | 0.01% | — | 1305 | +3,088 | New | Q1 2026 | May 01, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 3,073 | 326 | 0.11% | 0.14% | 1306 | -290 | -8.62% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | New | 3,066 | 325 | 0.02% | — | 1308 | +3,066 | New | Q1 2026 | Apr 28, 2026 |
| FLC Capital Advisors | History | Added to | 3,068 | 325 | 0.06% | 0.05% | 1307 | +587 | 23.66% | Q1 2026 | May 01, 2026 |
| Addison Capital Co | History | Added to | 3,056 | 324 | 0.06% | 0.08% | 1309 | +240 | 8.52% | Q1 2026 | Apr 29, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 3,033 | 321 | 0.04% | 0.05% | 1310 | -1,166 | -27.77% | Q1 2026 | Apr 28, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 3,026 | 321 | 0.11% | 0.1% | 1312 | +351 | 13.12% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,027 | 321 | 0.04% | 0.04% | 1311 | +189 | 6.66% | Q1 2026 | May 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 3,019 | 320 | 0.0% | — | 1314 | +3,019 | New | Q1 2026 | May 08, 2026 |
| Element Wealth, LLC | History | Added to | 3,015 | 320 | 0.13% | 0.13% | 1313 | +10 | 0.33% | Q1 2026 | May 04, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 2,996 | 318 | 0.05% | 0.06% | 1315 | -204 | -6.38% | Q1 2026 | Apr 29, 2026 |
| Bank OZK | History | Added to | 2,999 | 318 | 0.11% | 0.11% | 1316 | +100 | 3.45% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 2,987 | 317 | 0.07% | 0.08% | 1318 | -681 | -18.57% | Q1 2026 | May 05, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 2,991 | 317 | 0.02% | 0.03% | 1317 | -308 | -9.34% | Q1 2026 | May 06, 2026 |
| CERTUITY, LLC | History | New | 2,977 | 316 | 0.02% | — | 1319 | +2,977 | New | Q1 2026 | May 11, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 2,972 | 315 | 0.1% | 0.12% | 1320 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,966 | 314 | 0.02% | 0.02% | 1321 | +17 | 0.58% | Q1 2026 | Apr 28, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 2,933 | 314 | 0.16% | 0.2% | 1322 | +13 | 0.45% | Q1 2026 | May 18, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 2,953 | 313 | 0.02% | 0.02% | 1323 | +519 | 21.32% | Q1 2026 | May 15, 2026 |
| NerdWallet Wealth Partners, LLC | History | New | 2,930 | 311 | 0.14% | — | 1326 | +2,930 | New | Q1 2026 | May 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 2,931 | 311 | 0.04% | 0.02% | 1324 | +1,058 | 56.49% | Q1 2026 | May 11, 2026 |
| Advisory Resource Group | History | Added to | 2,931 | 311 | 0.05% | 0.05% | 1325 | +22 | 0.76% | Q1 2026 | May 15, 2026 |
| Wall Capital Group, Inc. | History | New | 2,926 | 310 | 0.33% | — | 1328 | +2,926 | New | Q1 2026 | Apr 20, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 2,929 | 310 | 0.2% | 0.26% | 1327 | -626 | -17.61% | Q1 2026 | Apr 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 2,915 | 309 | 0.04% | 0.05% | 1329 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 2,916 | 309 | 0.1% | 0.1% | 1330 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Oder Investment Management, LLC | History | Added to | 2,892 | 307 | 0.24% | 0.22% | 1331 | +7 | 0.24% | Q1 2026 | May 05, 2026 |
| Global Assets Advisory, LLC | History | No change | 2,898 | 307 | 0.09% | 0.09% | 1332 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allegheny Financial Group | History | Reduced | 2,885 | 306 | 0.04% | 0.05% | 1333 | -79 | -2.67% | Q1 2026 | Apr 16, 2026 |
| BCU Wealth Advisors, LLC | History | New | 2,871 | 304 | 0.11% | — | 1336 | +2,871 | New | Q1 2026 | Apr 20, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 2,873 | 304 | 0.02% | 0.02% | 1335 | -96 | -3.23% | Q1 2026 | Apr 24, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 2,870 | 304 | 0.02% | 0.02% | 1334 | -88 | -2.97% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,862 | 303 | 0.02% | 0.02% | 1337 | -264 | -8.45% | Q1 2026 | May 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 2,847 | 302 | 0.03% | 0.03% | 1338 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PATRON PARTNERS, LLC | History | No change | 2,854 | 302 | 0.13% | 0.14% | 1339 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Unified Investment Management | History | No change | 2,850 | 302 | 0.31% | 0.31% | 1340 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Evercore Wealth Management, LLC | History | No change | 2,830 | 300 | 0.0% | 0.0% | 1341 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 2,825 | 299 | 0.25% | 0.31% | 1342 | -606 | -17.66% | Q1 2026 | May 14, 2026 |
| Hayek Kallen Investment Management | History | New | 2,800 | 297 | 0.1% | — | 1346 | +2,800 | New | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Added to | 2,807 | 297 | 0.04% | 0.04% | 1343 | +70 | 2.56% | Q1 2026 | Apr 13, 2026 |
| Shepherd Financial Partners LLC | History | No change | 2,801 | 297 | 0.03% | 0.03% | 1344 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cushing Capital Partners, LLC | History | No change | 2,807 | 297 | 0.23% | 0.22% | 1345 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 2,793 | 296 | 0.09% | 0.09% | 1347 | -282 | -9.17% | Q1 2026 | May 12, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 2,787 | 295 | 0.1% | 0.09% | 1348 | -257 | -8.44% | Q1 2026 | Apr 15, 2026 |
| Core Wealth Management, Inc. | History | No change | 2,779 | 294 | 0.09% | 0.09% | 1349 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 55 North Private Wealth, LLC | History | No change | 2,772 | 294 | 0.08% | 0.08% | 1350 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 2,768 | 293 | 0.15% | 0.15% | 1353 | +51 | 1.88% | Q1 2026 | Apr 10, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 2,765 | 293 | 0.09% | 0.09% | 1351 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 2,764 | 293 | 0.05% | 0.06% | 1352 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PAX Financial Group, LLC | History | Reduced | 2,753 | 292 | 0.05% | 0.06% | 1354 | -377 | -12.04% | Q1 2026 | Apr 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 2,742 | 291 | 0.04% | 0.05% | 1355 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | No change | 2,739 | 290 | 0.23% | 0.2% | 1356 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Family Investment Center, Inc. | History | No change | 2,723 | 289 | 0.06% | 0.06% | 1357 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,718 | 288 | 0.06% | 0.06% | 1358 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 2,712 | 287 | 0.06% | 0.06% | 1359 | +178 | 7.02% | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 2,700 | 286 | 0.0% | 0.0% | 1360 | -507 | -15.81% | Q1 2026 | May 05, 2026 |
| Ducere Wealth Management LLC | History | Added to | 2,702 | 286 | 0.11% | 0.11% | 1361 | +1 | 0.04% | Q1 2026 | May 11, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 2,691 | 285 | 0.02% | — | 1362 | +2,691 | New | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 2,681 | 284 | 0.0% | 0.07% | 1363 | -52,678 | -95.16% | Q1 2026 | May 05, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 2,666 | 283 | 0.07% | 0.07% | 1364 | -57 | -2.09% | Q1 2026 | May 13, 2026 |
| Round Rock Advisors LLC | History | No change | 2,665 | 282 | 0.04% | 0.04% | 1365 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Innova Wealth Partners | History | Added to | 2,655 | 281 | 0.13% | 0.12% | 1366 | +405 | 18.0% | Q1 2026 | Apr 24, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 2,645 | 280 | 0.07% | 0.07% | 1367 | -25 | -0.94% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Group, LLC | History | Added to | 2,632 | 279 | 0.13% | 0.13% | 1368 | +34 | 1.31% | Q1 2026 | Apr 23, 2026 |
| ARWA LLC | History | Reduced | 2,599 | 278 | 0.14% | 0.21% | 1370 | -782 | -23.13% | Q1 2026 | Apr 13, 2026 |
| Oceanside Advisors LLC | History | No change | 2,627 | 278 | 0.16% | 0.17% | 1369 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Leelyn Smith, LLC | History | New | 2,618 | 277 | 0.04% | — | 1373 | +2,618 | New | Q1 2026 | Apr 27, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 2,618 | 277 | 0.08% | — | 1374 | +2,618 | New | Q1 2026 | Apr 16, 2026 |
| CVFG LLC | History | New | 2,611 | 277 | 0.03% | — | 1375 | +2,611 | New | Q1 2026 | Apr 29, 2026 |
| Centennial Advisors, LLC | History | Reduced | 2,611 | 277 | 0.35% | 0.65% | 1372 | -2,076 | -44.29% | Q1 2026 | Apr 21, 2026 |
| Broussard Financial Group LLC | History | No change | 2,615 | 277 | 0.22% | 0.23% | 1371 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 2,601 | 276 | 0.03% | 0.04% | 1377 | -1,163 | -30.9% | Q1 2026 | May 07, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 2,600 | 276 | 0.0% | 0.0% | 1376 | +730 | 39.04% | Q1 2026 | Apr 27, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 2,585 | 274 | 0.04% | — | 1379 | +2,585 | New | Q1 2026 | Apr 27, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 2,585 | 274 | 0.07% | 0.07% | 1378 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Marion Wealth Management | History | Added to | 2,577 | 273 | 0.06% | 0.05% | 1381 | +377 | 17.14% | Q1 2026 | May 12, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 2,580 | 273 | 0.01% | 0.01% | 1380 | -1 | -0.04% | Q1 2026 | May 12, 2026 |
| Leading Edge Financial Planning LLC | History | New | 2,559 | 271 | 0.06% | — | 1387 | +2,559 | New | Q1 2026 | May 12, 2026 |
| Index Fund Advisors, Inc. | History | New | 2,556 | 271 | 0.01% | — | 1386 | +2,556 | New | Q1 2026 | May 12, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 2,558 | 271 | 0.04% | 0.03% | 1383 | +444 | 21.0% | Q1 2026 | Apr 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,560 | 271 | 0.02% | 0.02% | 1385 | +9 | 0.35% | Q1 2026 | May 15, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 2,562 | 271 | 0.12% | 0.12% | 1384 | +1 | 0.04% | Q1 2026 | Apr 16, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 2,560 | 271 | 0.08% | 0.08% | 1382 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 2,548 | 270 | 0.1% | 0.1% | 1390 | -93 | -3.52% | Q1 2026 | May 05, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 2,547 | 270 | 0.01% | 0.01% | 1388 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ceeto Capital Group, LLC | History | No change | 2,544 | 270 | 0.08% | 0.08% | 1389 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ellenbecker Investment Group | History | Reduced | 2,537 | 269 | 0.04% | 0.04% | 1392 | -89 | -3.39% | Q1 2026 | Apr 23, 2026 |
| LGL PARTNERS, LLC | History | Added to | 2,539 | 269 | 0.11% | 0.12% | 1391 | +4 | 0.16% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 2,538 | 269 | 0.06% | 0.06% | 1393 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 2,526 | 268 | 0.08% | 0.02% | 1394 | +2,004 | 383.91% | Q1 2026 | Apr 28, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 2,502 | 267 | 0.03% | 0.27% | 1396 | -17,118 | -87.25% | Q1 2026 | Apr 22, 2026 |
| Texas Bank & Trust Co | History | Added to | 2,522 | 267 | 0.1% | 0.09% | 1397 | +322 | 14.64% | Q1 2026 | Apr 30, 2026 |
| V. M. MANNING & CO., INC. | History | No change | 2,500 | 267 | 0.27% | 0.27% | 1395 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 2,498 | 265 | 0.01% | 0.02% | 1399 | -273 | -9.85% | Q1 2026 | May 11, 2026 |
| Rossmore Private Capital | History | No change | 2,500 | 265 | 0.02% | 0.02% | 1398 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vantus Wealth LLC | History | No change | 2,483 | 265 | 0.2% | 0.2% | 1400 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 2,476 | 262 | 0.04% | — | 1401 | +2,476 | New | Q1 2026 | Apr 30, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 2,461 | 261 | 0.12% | 0.09% | 1403 | +544 | 28.38% | Q1 2026 | May 08, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 2,460 | 261 | 0.07% | 0.06% | 1402 | +348 | 16.48% | Q1 2026 | Apr 16, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 2,456 | 260 | 0.15% | 0.16% | 1404 | +48 | 1.99% | Q1 2026 | Apr 22, 2026 |
| First Citizens Financial Corp | History | Added to | 2,434 | 258 | 0.12% | 0.1% | 1405 | +558 | 29.74% | Q1 2026 | Apr 07, 2026 |
| Meridian Wealth Advisors, LLC | History | New | 2,418 | 256 | 0.03% | — | 1409 | +2,418 | New | Q1 2026 | May 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,419 | 256 | 0.11% | 0.01% | 1406 | +2,106 | 672.84% | Q1 2026 | Apr 14, 2026 |
| Efficient Advisors, LLC | History | Reduced | 2,418 | 256 | 0.02% | 0.02% | 1407 | -53 | -2.14% | Q1 2026 | Apr 29, 2026 |
| Baron Financial Group, LLC | History | No change | 2,420 | 256 | 0.14% | 0.14% | 1408 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,409 | 255 | 0.02% | 0.01% | 1411 | +422 | 21.24% | Q1 2026 | May 05, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 2,404 | 255 | 0.06% | 0.05% | 1410 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 2,398 | 254 | 0.04% | — | 1414 | +2,398 | New | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,400 | 254 | 0.01% | 0.01% | 1412 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 2,400 | 254 | 0.02% | 0.02% | 1413 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 2,392 | 253 | 0.2% | 0.07% | 1416 | +1,635 | 215.98% | Q1 2026 | Apr 07, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 2,386 | 253 | 0.19% | 0.19% | 1415 | +7 | 0.29% | Q1 2026 | Apr 30, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 2,375 | 252 | 0.1% | 0.11% | 1417 | -354 | -12.97% | Q1 2026 | May 05, 2026 |
| Fonville Wealth Management LLC | History | Added to | 2,363 | 250 | 0.05% | 0.05% | 1418 | +5 | 0.21% | Q1 2026 | Apr 20, 2026 |
| Thomasville National Bank | History | No change | 2,322 | 248 | 0.02% | 0.02% | 1419 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | No change | 2,338 | 248 | 0.1% | 0.12% | 1420 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Purkiss Capital Advisors LLC | History | New | 2,329 | 247 | 0.11% | — | 1421 | +2,329 | New | Q1 2026 | May 04, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 2,292 | 246 | 0.07% | 7.77% | 1424 | -221,131 | -98.97% | Q1 2026 | May 12, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | New | 2,320 | 246 | 0.01% | — | 1425 | +2,320 | New | Q1 2026 | Apr 24, 2026 |
| Focused Wealth Management, Inc | History | Added to | 2,318 | 246 | 0.03% | 0.03% | 1422 | +6 | 0.26% | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 2,320 | 246 | 0.08% | 0.08% | 1423 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBE Wealth Management, LLC | History | No change | 2,314 | 245 | 0.21% | 0.23% | 1426 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 2,306 | 244 | 0.0% | 0.0% | 1427 | -48 | -2.04% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Added to | 2,305 | 244 | 0.02% | 0.03% | 1428 | +15 | 0.66% | Q1 2026 | Apr 30, 2026 |
| UNION SAVINGS BANK | History | Added to | 2,297 | 243 | 0.11% | 0.1% | 1430 | +234 | 11.34% | Q1 2026 | Apr 17, 2026 |
| Team Financial Group, LLC | History | Added to | 2,293 | 243 | 0.11% | 0.11% | 1429 | +5 | 0.22% | Q1 2026 | May 01, 2026 |
| Second Line Capital, LLC | History | Reduced | 2,273 | 243 | 0.05% | 0.05% | 1431 | -4 | -0.18% | Q1 2026 | May 14, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 2,270 | 240 | 0.18% | 0.18% | 1432 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OneAscent Family Office, LLC | History | Added to | 2,254 | 239 | 0.17% | 0.15% | 1433 | +246 | 12.25% | Q1 2026 | Apr 21, 2026 |
| Stockman Wealth Management, Inc. | History | New | 2,246 | 238 | 0.03% | — | 1439 | +2,246 | New | Q1 2026 | Apr 13, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 2,246 | 238 | 0.08% | 0.13% | 1437 | -1,240 | -35.57% | Q1 2026 | Apr 08, 2026 |
| Prospect Financial Services LLC | History | Added to | 2,250 | 238 | 0.15% | 0.12% | 1435 | +250 | 12.5% | Q1 2026 | Apr 24, 2026 |
| Clearwave Capital, LLC | History | Added to | 2,250 | 238 | 0.16% | 0.18% | 1438 | +12 | 0.54% | Q1 2026 | Apr 29, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 2,250 | 238 | 0.16% | 0.15% | 1434 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Woodside Wealth Management LLC | History | No change | 2,248 | 238 | 0.19% | 0.18% | 1436 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 2,242 | 237 | 0.01% | 0.01% | 1440 | +115 | 5.41% | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | New | 2,201 | 233 | 0.0% | — | 1444 | +2,201 | New | Q1 2026 | May 01, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 2,201 | 233 | 0.09% | 0.08% | 1441 | +85 | 4.02% | Q1 2026 | Apr 17, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 2,202 | 233 | 0.02% | 0.03% | 1443 | -20 | -0.9% | Q1 2026 | May 06, 2026 |
| Canal Capital Management, LLC | History | Added to | 2,199 | 233 | 0.03% | 0.03% | 1442 | +1 | 0.05% | Q1 2026 | Apr 27, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 2,193 | 232 | 0.01% | — | 1447 | +2,193 | New | Q1 2026 | May 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 2,161 | 232 | 0.07% | — | 1448 | +2,161 | New | Q1 2026 | Apr 27, 2026 |
| Advisor OS, LLC | History | Added to | 2,188 | 232 | 0.02% | 0.02% | 1446 | +195 | 9.78% | Q1 2026 | May 07, 2026 |
| Boltwood Capital Management | History | Added to | 2,191 | 232 | 0.06% | 0.06% | 1445 | +1 | 0.05% | Q1 2026 | Apr 07, 2026 |
| Bulltick Wealth Management, LLC | History | New | 2,177 | 231 | 0.05% | — | 1452 | +2,177 | New | Q1 2026 | Apr 27, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 2,178 | 231 | 0.05% | 0.05% | 1450 | +193 | 9.72% | Q1 2026 | Apr 28, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 2,186 | 231 | 0.08% | 0.08% | 1451 | +73 | 3.45% | Q1 2026 | Apr 21, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 2,181 | 231 | 0.03% | 0.03% | 1449 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 2,167 | 230 | 0.51% | 0.52% | 1453 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 2,172 | 230 | 0.18% | 0.22% | 1454 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 2,161 | 229 | 0.14% | 0.14% | 1455 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Northwest Financial Advisors | History | Reduced | 2,145 | 227 | 0.44% | 0.72% | 1457 | -1,143 | -34.76% | Q1 2026 | Apr 24, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 2,140 | 227 | 0.17% | 0.17% | 1456 | +244 | 12.87% | Q1 2026 | Apr 27, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 2,143 | 227 | 0.19% | 0.2% | 1458 | -27 | -1.24% | Q1 2026 | Apr 22, 2026 |
| Carrera Capital Advisors | History | Added to | 2,127 | 225 | 0.03% | 0.04% | 1459 | +24 | 1.14% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,110 | 223 | 0.07% | 0.08% | 1460 | -284 | -11.86% | Q1 2026 | May 15, 2026 |
| Tandem Financial, LLC | History | New | 2,093 | 222 | 0.07% | — | 1465 | +2,093 | New | Q1 2026 | May 08, 2026 |
| Diversified Trust Co | History | New | 2,092 | 222 | 0.0% | — | 1464 | +2,092 | New | Q1 2026 | Apr 16, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 2,096 | 222 | 0.01% | 0.01% | 1461 | -84 | -3.85% | Q1 2026 | May 14, 2026 |
| Atwater Malick LLC | History | No change | 2,094 | 222 | 0.06% | 0.06% | 1462 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pacifica Partners Inc. | History | No change | 2,099 | 222 | 0.07% | 0.1% | 1463 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 2,090 | 221 | 0.05% | — | 1467 | +2,090 | New | Q1 2026 | May 15, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 2,086 | 221 | 0.02% | 0.02% | 1466 | -140 | -6.29% | Q1 2026 | Apr 28, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 2,075 | 220 | 0.1% | 0.1% | 1468 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Summit Financial Consulting LLC | History | Reduced | 2,065 | 219 | 0.16% | 0.18% | 1470 | -255 | -10.99% | Q1 2026 | Apr 10, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 2,069 | 219 | 0.01% | 0.01% | 1469 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Engineers Gate Manager LP | History | New | 2,054 | 218 | 0.0% | — | 1471 | +2,054 | New | Q1 2026 | May 15, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 2,043 | 216 | 0.13% | 0.13% | 1472 | +15 | 0.74% | Q1 2026 | Apr 17, 2026 |
| MONECO ADVISORS, LLC | History | New | 2,026 | 215 | 0.02% | — | 1473 | +2,026 | New | Q1 2026 | May 07, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 2,012 | 213 | 0.02% | 0.02% | 1474 | -201 | -9.08% | Q1 2026 | Apr 28, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 2,007 | 213 | 0.05% | 0.05% | 1475 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 2,002 | 212 | 0.16% | 0.19% | 1477 | -237 | -10.59% | Q1 2026 | May 14, 2026 |
| VeraBank, N.A. | History | No change | 2,000 | 212 | 0.04% | 0.04% | 1476 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | Reduced | 1,988 | 211 | 0.05% | 0.1% | 1479 | -1,879 | -48.59% | Q1 2026 | Apr 02, 2026 |
| Wheelhouse Advisory Group LLC | History | Reduced | 1,996 | 211 | 0.07% | 0.09% | 1478 | -210 | -9.52% | Q1 2026 | Apr 23, 2026 |
| Bensler, LLC | History | New | 1,976 | 209 | 0.02% | — | 1481 | +1,976 | New | Q1 2026 | May 01, 2026 |
| Simmons Bank | History | No change | 1,974 | 209 | 0.01% | 0.01% | 1480 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tillman Hartley LLC | History | New | 1,968 | 208 | 0.05% | — | 1484 | +1,968 | New | Q1 2026 | May 08, 2026 |
| Mosaic Advisors LLC | History | New | 1,946 | 208 | 0.31% | — | 1483 | +1,946 | New | Q1 2026 | May 04, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 1,942 | 208 | 0.03% | 0.03% | 1482 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Fiduciary Alliance LLC | History | New | 1,938 | 207 | 0.01% | — | 1489 | +1,938 | New | Q1 2026 | Apr 20, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 1,959 | 207 | 0.02% | 0.03% | 1485 | -370 | -15.89% | Q1 2026 | May 06, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,953 | 207 | 0.02% | 0.02% | 1488 | +73 | 3.88% | Q1 2026 | Apr 16, 2026 |
| Columbus Macro, LLC | History | Reduced | 1,953 | 207 | 0.02% | 0.02% | 1486 | -2 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Veltria Advisors Corp. | History | No change | 1,944 | 207 | 0.69% | 0.91% | 1487 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 1,948 | 206 | 0.01% | 0.01% | 1490 | -192 | -8.97% | Q1 2026 | Apr 28, 2026 |
| Successful Portfolios LLC | History | No change | 1,940 | 205 | 0.11% | 0.11% | 1491 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Firestone Capital Management | History | Added to | 1,924 | 204 | 0.04% | 0.04% | 1492 | +10 | 0.52% | Q1 2026 | May 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,927 | 204 | 0.11% | 0.11% | 1493 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 1,917 | 203 | 0.05% | 0.08% | 1494 | -810 | -29.7% | Q1 2026 | Apr 14, 2026 |
| VERITY Wealth Advisors | History | Added to | 1,893 | 200 | 0.13% | 0.12% | 1495 | +10 | 0.53% | Q1 2026 | Apr 09, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,738 | 184 | 0.02% | 0.02% | 1496 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,715 | 182 | 0.05% | 0.05% | 1497 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 1,677 | 178 | 0.01% | 0.01% | 1498 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,672 | 177 | 0.01% | 0.01% | 1499 | +84 | 5.29% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 1,657 | 175 | 0.01% | 0.01% | 1500 | +99 | 6.35% | Q1 2026 | Apr 20, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1,542 | 163 | 2.94% | 3.07% | 1501 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 1,514 | 160 | 0.04% | — | 1502 | +1,514 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | No change | 1,500 | 159 | 0.01% | 0.01% | 1503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,489 | 158 | 0.0% | 0.0% | 1504 | +652 | 77.9% | Q1 2026 | Apr 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,482 | 157 | 0.14% | 0.15% | 1505 | -78 | -5.0% | Q1 2026 | May 06, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 1,456 | 154 | 0.0% | — | 1506 | +1,456 | New | Q1 2026 | May 04, 2026 |
| Key Capital Management, INC | History | Reduced | 1,437 | 152 | 0.1% | 1.06% | 1507 | -8,516 | -85.56% | Q1 2026 | May 07, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 1,388 | 147 | 0.06% | 0.08% | 1509 | -349 | -20.09% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,389 | 147 | 0.0% | 0.0% | 1508 | +7 | 0.51% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,332 | 142 | 0.01% | 0.01% | 1510 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ancora Advisors LLC | History | Added to | 1,333 | 141 | 0.0% | 0.0% | 1511 | +400 | 42.87% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,301 | 138 | 0.02% | 0.01% | 1512 | +804 | 161.77% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,283 | 136 | 0.01% | 0.01% | 1513 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,275 | 135 | 0.02% | 0.0% | 1514 | +1,254 | 5971.43% | Q1 2026 | Apr 21, 2026 |
| Realta Investment Advisors | History | Reduced | 1,253 | 133 | 0.05% | 0.05% | 1516 | -156 | -11.07% | Q1 2026 | Apr 22, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,257 | 133 | 0.02% | 0.02% | 1515 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 1,227 | 130 | 0.13% | 0.12% | 1517 | +132 | 12.05% | Q1 2026 | May 07, 2026 |
| Bravera Wealth | History | No change | 1,226 | 130 | 0.06% | 0.07% | 1518 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WFA of San Diego, LLC | History | No change | 1,215 | 128 | 0.1% | 0.1% | 1519 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Marathon Trading Investment Management LLC | History | No change | 1,200 | 127 | 0.0% | 0.0% | 1520 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,152 | 122 | 0.01% | — | 1521 | +1,152 | New | Q1 2026 | May 18, 2026 |
| New Millennium Group LLC | History | No change | 1,109 | 118 | 0.05% | 0.05% | 1522 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,076 | 114 | 0.01% | 0.01% | 1523 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gould Capital, LLC | History | Added to | 1,073 | 113 | 0.07% | 0.05% | 1524 | +356 | 49.65% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 1,063 | 112 | 0.03% | 0.03% | 1525 | +30 | 2.9% | Q1 2026 | Apr 30, 2026 |
| Quent Capital, LLC | History | Reduced | 1,042 | 110 | 0.01% | 0.01% | 1527 | -77 | -6.88% | Q1 2026 | Apr 28, 2026 |
| Hills Bank & Trust Co | History | Added to | 1,039 | 110 | 0.01% | 0.01% | 1526 | +22 | 2.16% | Q1 2026 | May 01, 2026 |
| Pandora Wealth, Inc. | History | No change | 1,000 | 107 | 0.07% | 0.07% | 1528 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 1,000 | 106 | 0.08% | 0.08% | 1529 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 989 | 105 | 0.0% | — | 1530 | +989 | New | Q1 2026 | May 08, 2026 |
| Napier Financial, LLC | History | New | 988 | 104 | 0.02% | — | 1533 | +988 | New | Q1 2026 | May 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 986 | 104 | 0.01% | 0.01% | 1531 | -72 | -6.81% | Q1 2026 | Apr 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 985 | 104 | 0.05% | 0.05% | 1532 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | New | 936 | 99 | 0.01% | — | 1534 | +936 | New | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 925 | 98 | 0.01% | 0.01% | 1535 | -108 | -10.45% | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 900 | 95 | 0.01% | 0.01% | 1536 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 883 | 93 | 0.01% | 0.03% | 1537 | -1,945 | -68.78% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 871 | 92 | 0.0% | 0.02% | 1538 | -6,717 | -88.52% | Q1 2026 | Apr 30, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 861 | 91 | 0.08% | 0.07% | 1539 | +65 | 8.17% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | Added to | 846 | 89 | 0.01% | 0.01% | 1540 | +4 | 0.48% | Q1 2026 | Apr 15, 2026 |
| BOKF, NA | History | No change | 825 | 87 | 0.0% | 0.0% | 1541 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | No change | 819 | 86 | 0.05% | 0.05% | 1542 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Reduced | 804 | 85 | 0.01% | 0.01% | 1546 | -346 | -30.09% | Q1 2026 | May 08, 2026 |
| DT Investment Partners, LLC | History | Added to | 802 | 85 | 0.01% | 0.01% | 1544 | +39 | 5.11% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 808 | 85 | 0.04% | 0.04% | 1548 | +37 | 4.8% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Added to | 808 | 85 | 0.03% | 0.02% | 1547 | +3 | 0.37% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | No change | 802 | 85 | 0.0% | 0.0% | 1543 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 800 | 85 | 0.01% | 0.01% | 1545 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| United Community Bank | History | New | 800 | 84 | 0.03% | — | 1549 | +800 | New | Q1 2026 | Apr 24, 2026 |
| Angeles Investment Advisors, LLC | History | New | 785 | 83 | 0.01% | — | 1550 | +785 | New | Q1 2026 | Apr 28, 2026 |
| SouthState Bank Corp | History | Reduced | 779 | 82 | 0.0% | 0.0% | 1551 | -132 | -14.49% | Q1 2026 | May 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 758 | 80 | 0.01% | 0.01% | 1552 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MOTCO | History | No change | 726 | 77 | 0.01% | 0.01% | 1553 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 709 | 75 | 0.06% | — | 1555 | +709 | New | Q1 2026 | Apr 16, 2026 |
| Meramec Financial Planners, LLC | History | No change | 700 | 75 | 0.03% | 0.03% | 1554 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 702 | 74 | 0.0% | — | 1556 | +702 | New | Q1 2026 | May 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 688 | 73 | 0.05% | 0.04% | 1558 | -439 | -38.95% | Q1 2026 | May 01, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 690 | 73 | 0.02% | 0.02% | 1557 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 686 | 72 | 0.02% | 0.02% | 1559 | +26 | 3.94% | Q1 2026 | Apr 17, 2026 |
| Red Tortoise LLC | History | Added to | 679 | 72 | 0.03% | 0.03% | 1560 | +3 | 0.44% | Q1 2026 | Apr 21, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 670 | 71 | 0.01% | 0.01% | 1561 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ESL Trust Services, LLC | History | Reduced | 660 | 70 | 0.01% | 0.02% | 1562 | -148 | -18.32% | Q1 2026 | May 07, 2026 |
| Mechanics Financial Corp | History | No change | 643 | 68 | 0.03% | 0.03% | 1563 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Basepoint Wealth LLC | History | Added to | 638 | 67 | 0.04% | 0.03% | 1564 | +144 | 29.15% | Q1 2026 | May 07, 2026 |
| First Command Advisory Services, Inc. | History | New | 617 | 65 | 0.0% | — | 1565 | +617 | New | Q1 2026 | May 07, 2026 |
| HOWE & RUSLING INC | History | No change | 612 | 64 | 0.0% | 0.0% | 1566 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 586 | 62 | 0.0% | — | 1567 | +586 | New | Q1 2026 | May 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 515 | 54 | 0.0% | 0.0% | 1568 | +420 | 442.11% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 510 | 54 | 0.0% | 0.0% | 1569 | +28 | 5.81% | Q1 2026 | Apr 23, 2026 |
| Pflug Koory, LLC | History | Added to | 510 | 54 | 0.02% | 0.03% | 1570 | +2 | 0.39% | Q1 2026 | Apr 21, 2026 |
| HHM Wealth Advisors, LLC | History | New | 468 | 49 | 0.01% | — | 1574 | +468 | New | Q1 2026 | Apr 17, 2026 |
| Rice Partnership, LLC | History | Reduced | 470 | 49 | 0.01% | 0.01% | 1572 | -162 | -25.63% | Q1 2026 | May 07, 2026 |
| Clean Yield Group | History | No change | 465 | 49 | 0.01% | 0.01% | 1571 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 469 | 49 | 0.05% | 0.05% | 1573 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 445 | 47 | 0.01% | 0.01% | 1575 | +8 | 1.83% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 436 | 46 | 0.02% | 0.02% | 1576 | +56 | 14.74% | Q1 2026 | May 01, 2026 |
| Frazier Financial Advisors, LLC | History | New | 425 | 45 | 0.02% | — | 1579 | +425 | New | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 424 | 45 | 0.02% | — | 1580 | +424 | New | Q1 2026 | May 07, 2026 |
| BFSG, LLC | History | Added to | 429 | 45 | 0.0% | 0.0% | 1578 | +44 | 11.43% | Q1 2026 | Apr 28, 2026 |
| Friedenthal Financial | History | No change | 429 | 45 | 0.02% | 0.02% | 1577 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 415 | 44 | 0.04% | 0.04% | 1581 | -2 | -0.48% | Q1 2026 | Apr 22, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 400 | 42 | 0.02% | 0.02% | 1583 | -39 | -8.88% | Q1 2026 | Apr 15, 2026 |
| S&T BANK/PA | History | No change | 401 | 42 | 0.02% | 0.01% | 1582 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | No change | 397 | 42 | 0.0% | 0.0% | 1584 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CoreFirst Bank & Trust | History | No change | 363 | 38 | 0.02% | 0.02% | 1585 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 363 | 38 | 0.01% | 0.01% | 1586 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JDM Financial Group LLC | History | No change | 356 | 37 | 0.01% | 0.01% | 1587 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| POM Investment Strategies, LLC | History | New | 343 | 36 | 0.04% | — | 1588 | +343 | New | Q1 2026 | May 11, 2026 |
| Register Financial Advisors LLC | History | No change | 336 | 35 | 0.01% | 0.01% | 1589 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Caitlin John, LLC | History | No change | 338 | 35 | 0.02% | 0.02% | 1590 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 328 | 34 | 0.0% | 0.0% | 1591 | +92 | 38.98% | Q1 2026 | May 04, 2026 |
| NorthAvenue LLC | History | Reduced | 295 | 31 | 0.02% | 0.09% | 1593 | -686 | -69.93% | Q1 2026 | Apr 15, 2026 |
| CNB Bank | History | No change | 300 | 31 | 0.01% | 0.01% | 1592 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 255 | 27 | 0.0% | 0.0% | 1594 | +46 | 22.01% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 253 | 26 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Dunhill Financial, LLC | History | No change | 254 | 26 | 0.01% | 0.01% | 1596 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 250 | 26 | 0.01% | 0.01% | 1597 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CDKV HOLDINGS LLC | History | No change | 250 | 26 | 0.02% | 0.02% | 1598 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 244 | 25 | 0.01% | — | 1600 | +244 | New | Q1 2026 | Apr 20, 2026 |
| Hickory Point Bank & Trust | History | New | 237 | 25 | 0.02% | — | 1601 | +237 | New | Q1 2026 | Apr 03, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 241 | 25 | 0.02% | 0.01% | 1599 | +107 | 79.85% | Q1 2026 | May 15, 2026 |
| Providence Capital Advisors, LLC | History | No change | 235 | 24 | 0.0% | 0.0% | 1602 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | New | 220 | 23 | 0.01% | — | 1603 | +220 | New | Q1 2026 | May 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 208 | 22 | 0.0% | 0.0% | 1604 | -101 | -32.69% | Q1 2026 | May 01, 2026 |
| Canton Hathaway, LLC | History | New | 200 | 21 | 0.0% | — | 1606 | +200 | New | Q1 2026 | Apr 24, 2026 |
| First PREMIER Bank | History | No change | 200 | 21 | 0.0% | 0.0% | 1605 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Financial Freedom, LLC | History | Reduced | 192 | 20 | 0.01% | 0.1% | 1607 | -1,770 | -90.21% | Q1 2026 | Apr 30, 2026 |
| Sachetta, LLC | History | New | 173 | 18 | 0.01% | — | 1609 | +173 | New | Q1 2026 | May 01, 2026 |
| Hurley Capital, LLC | History | Added to | 177 | 18 | 0.01% | 0.01% | 1608 | +1 | 0.57% | Q1 2026 | May 06, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 169 | 17 | 0.01% | 0.0% | 1610 | +31 | 22.46% | Q1 2026 | Apr 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 157 | 16 | 0.01% | — | 1613 | +157 | New | Q1 2026 | May 12, 2026 |
| Roxbury Financial LLC | History | Added to | 160 | 16 | 0.01% | 0.02% | 1612 | +1 | 0.63% | Q1 2026 | Apr 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 160 | 16 | 0.0% | 0.0% | 1611 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Holos Integrated Wealth LLC | History | No change | 144 | 15 | 0.01% | 0.01% | 1614 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RED REEF ADVISORS LLC | History | No change | 147 | 15 | 0.02% | 0.02% | 1615 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 149 | 15 | 0.01% | 0.01% | 1616 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 134 | 14 | 0.0% | — | 1618 | +134 | New | Q1 2026 | Apr 14, 2026 |
| Investors Research Corp | History | No change | 139 | 14 | 0.0% | 0.0% | 1617 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Westfuller Advisors, LLC | History | No change | 125 | 13 | 0.01% | 0.01% | 1619 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| West Financial Advisors, LLC | History | Added to | 122 | 12 | 0.0% | 0.0% | 1621 | +75 | 159.57% | Q1 2026 | Apr 08, 2026 |
| MTM Investment Management, LLC | History | Reduced | 113 | 12 | 0.0% | 0.01% | 1620 | -53 | -31.93% | Q1 2026 | May 06, 2026 |
| Tidemark, LLC | History | Added to | 116 | 12 | 0.0% | 0.0% | 1622 | +1 | 0.87% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 106 | 11 | 0.0% | 0.0% | 1623 | +19 | 21.84% | Q1 2026 | May 20, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 95 | 10 | 0.0% | 0.0% | 1624 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Viewpoint Capital Management LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 1625 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Networth Advisors, LLC | History | Reduced | 92 | 9 | 0.01% | 0.37% | 1627 | -4,607 | -98.04% | Q1 2026 | Apr 22, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 85 | 9 | 0.0% | 0.0% | 1626 | -111 | -56.63% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | New | 85 | 9 | 0.0% | — | 1628 | +85 | New | Q1 2026 | May 01, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 69 | 7 | 0.01% | — | 1630 | +69 | New | Q1 2026 | May 12, 2026 |
| SITTNER & NELSON, LLC | History | No change | 66 | 7 | 0.0% | 0.0% | 1629 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 58 | 6 | 0.0% | 0.0% | 1632 | +41 | 241.18% | Q1 2026 | Apr 24, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 57 | 6 | 0.0% | 0.0% | 1631 | +39 | 216.67% | Q1 2026 | May 01, 2026 |
| Addison Advisors LLC | History | Added to | 53 | 5 | 0.0% | — | 1634 | +50 | 1666.67% | Q1 2026 | May 08, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 56 | 5 | 0.0% | 0.0% | 1633 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 56 | 5 | 0.0% | 0.0% | 1635 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 39 | 4 | 0.0% | 0.0% | 1636 | -24 | -38.1% | Q1 2026 | Apr 24, 2026 |
| Sunrise Financial Services, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 1637 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Spurstone Advisory Services, LLC | History | Reduced | 35 | 3 | 0.05% | 0.06% | 1642 | -11 | -23.91% | Q1 2026 | Apr 28, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 33 | 3 | 0.0% | 0.0% | 1638 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Imprint Wealth LLC | History | No change | 31 | 3 | 0.01% | 0.01% | 1639 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 30 | 3 | 0.0% | 0.0% | 1640 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 1641 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 27 | 2 | 0.0% | — | 1644 | +27 | New | Q1 2026 | May 08, 2026 |
| Financial Life Planners | History | New | 20 | 2 | 0.0% | — | 1645 | +20 | New | Q1 2026 | Apr 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 24 | 2 | 0.0% | — | 1643 | +18 | 300.0% | Q1 2026 | Apr 09, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 14 | 1 | 0.0% | — | 1649 | +14 | New | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 18 | 1 | 0.0% | 0.0% | 1646 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| City State Bank | History | No change | 18 | 1 | 0.0% | 0.0% | 1647 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Longview Financial Advisors LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 1648 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,200,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -440,594 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -242,601 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -210,915 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -197,425 | -100.0% | Q1 2026 | May 15, 2026 |
| Nolet Wealth Management, LLC | History | Closed out | 0 | 0 | — | 5.89% | — | -98,583 | -100.0% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -74,906 | -100.0% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -69,613 | -100.0% | Q1 2026 | May 11, 2026 |
| Blueprint Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -62,563 | -100.0% | Q1 2026 | May 15, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 2.02% | — | -59,492 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 4.05% | — | -49,992 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -35,139 | -100.0% | Q1 2026 | May 12, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.58% | — | -31,422 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -30,487 | -100.0% | Q1 2026 | May 15, 2026 |
| Arcadia Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.02% | — | -25,605 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -25,552 | -100.0% | Q1 2026 | May 01, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -21,744 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.25% | — | -21,096 | -100.0% | Q1 2026 | May 11, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -19,179 | -100.0% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -19,080 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MY Wealth Management Inc. | History | Closed out | 0 | 0 | — | 1.6% | — | -17,182 | -100.0% | Q1 2026 | May 01, 2026 |
| Motley Fool Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -14,343 | -100.0% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,917 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,163 | -100.0% | Q1 2026 | May 15, 2026 |
| Scissortail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -13,150 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,321 | -100.0% | Q1 2026 | May 05, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -11,208 | -100.0% | Q1 2026 | May 07, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 0.61% | — | -11,077 | -100.0% | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -10,933 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,825 | -100.0% | Q1 2026 | May 13, 2026 |
| CHILTON INVESTMENT CO INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,500 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -9,057 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,274 | -100.0% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,586 | -100.0% | Q1 2026 | May 11, 2026 |
| Capital Advantage, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -7,249 | -100.0% | Q1 2026 | Apr 10, 2026 |
| MorganRosel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -6,782 | -100.0% | Q1 2026 | May 06, 2026 |
| Everest Management Corp. | History | Closed out | 0 | 0 | — | 0.36% | — | -6,015 | -100.0% | Q1 2026 | May 06, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -5,830 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Wealthstar Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -5,754 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,740 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Rye Brook Capital LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -4,400 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Riverwater Partners LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,242 | -100.0% | Q1 2026 | May 07, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Closed out | 0 | 0 | — | 0.25% | — | -3,682 | -100.0% | Q1 2026 | May 11, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,403 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,379 | -100.0% | Q1 2026 | May 12, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -3,351 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ROCKLAND TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -3,294 | -100.0% | Q1 2026 | Apr 16, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,112 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Oxford Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,911 | -100.0% | Q1 2026 | May 11, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -2,803 | -100.0% | Q1 2026 | May 15, 2026 |
| Williams & Novak, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,770 | -100.0% | Q1 2026 | Apr 20, 2026 |
| StrongBox Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,759 | -100.0% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,478 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,380 | -100.0% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,357 | -100.0% | Q1 2026 | Apr 17, 2026 |
| MBL Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,268 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PEOPLES BANK /OH | History | Closed out | 0 | 0 | — | 0.15% | — | -2,227 | -100.0% | Q1 2026 | Apr 24, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,166 | -100.0% | Q1 2026 | Apr 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Closed out | 0 | 0 | — | 0.01% | — | -2,140 | -100.0% | Q1 2026 | May 01, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,066 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,052 | -100.0% | Q1 2026 | May 20, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -1,953 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SVRN Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,948 | -100.0% | Q1 2026 | May 12, 2026 |
| Auour Investments LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,931 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Idaho Trust Co | History | Closed out | 0 | 0 | — | 0.07% | — | -1,930 | -100.0% | Q1 2026 | May 08, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,920 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Millington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,917 | -100.0% | Q1 2026 | May 08, 2026 |
| Trust Point Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,897 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Lakeshore Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,892 | -100.0% | Q1 2026 | May 07, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -763 | -100.0% | Q1 2026 | May 01, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -625 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -445 | -100.0% | Q1 2026 | May 04, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -265 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -218 | -100.0% | Q1 2026 | May 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -215 | -100.0% | Q1 2026 | Apr 27, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -185 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -154 | -100.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -90 | -100.0% | Q1 2026 | Apr 14, 2026 |
| STEPH & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 01, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | May 07, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 12, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 14, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 01, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |