NOVARTIS AG - NVS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 13,885,749 | 2,121,048 | 0.72% | 0.35% | 1 | +6,419,899 | 85.99% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 8,527,037 | 1,302,505 | 0.08% | 0.07% | 2 | -349,869 | -3.94% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 8,110,116 | 1,238,669 | 0.26% | 0.25% | 3 | -414,278 | -4.86% | Q1 2026 | May 07, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 7,567,354 | 1,155,913 | 0.91% | 0.79% | 4 | -11,920 | -0.16% | Q1 2026 | May 11, 2026 |
| DODGE & COX | History | Reduced | 6,967,383 | 1,064,267 | 0.58% | 0.67% | 5 | -2,047,258 | -22.71% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,525,771 | 996,811 | 0.11% | 0.05% | 6 | +3,780,327 | 137.69% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 5,426,100 | 828,836 | 1.12% | 0.92% | 7 | -108,115 | -1.95% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,962,794 | 758,066 | 0.06% | 0.05% | 8 | +413,778 | 9.1% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,409,944 | 520,868 | 0.13% | 0.15% | 9 | -1,069,363 | -23.87% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,949,760 | 450,575 | 0.01% | 0.01% | 10 | +141,669 | 5.05% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,786,228 | 425,596 | 0.06% | 0.04% | 11 | +435,047 | 18.5% | Q1 2026 | May 14, 2026 |
| GQG Partners LLC | History | Reduced | 2,447,272 | 373,824 | 0.59% | 0.72% | 12 | -710,850 | -22.51% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,311,384 | 353,063 | 0.09% | 0.07% | 13 | +529,186 | 29.69% | Q1 2026 | May 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,275,938 | 347,649 | 0.17% | 0.14% | 14 | +41,520 | 1.86% | Q1 2026 | May 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,236,156 | 341,573 | 0.48% | 0.16% | 15 | +1,397,774 | 166.72% | Q1 2026 | May 13, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 2,037,962 | 311,298 | 3.19% | 3.13% | 16 | -42,834 | -2.06% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,931,873 | 295,061 | 0.09% | 0.08% | 17 | +86,268 | 4.67% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,895,677 | 289,564 | 0.05% | 0.05% | 18 | +53,634 | 2.91% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 1,793,153 | 273,904 | 0.04% | 0.03% | 19 | +431,879 | 31.73% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,804,676 | 271,351 | 0.02% | 0.01% | 20 | +1,212,024 | 204.51% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,821,796 | 270,053 | 0.13% | 0.02% | 21 | +1,625,514 | 828.15% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,692,993 | 258,604 | 0.01% | 0.01% | 22 | +30,697 | 1.85% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,532,789 | 234,133 | 0.13% | 0.13% | 23 | -276,369 | -15.28% | Q1 2026 | May 04, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 1,463,180 | 220,003 | 0.5% | — | 24 | +1,463,180 | New | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 1,385,892 | 216,159 | 0.01% | 0.01% | 25 | -64,169 | -4.43% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Added to | 1,401,905 | 214,140 | 0.47% | 0.25% | 26 | +449,405 | 47.18% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,353,981 | 206,820 | 0.02% | 0.04% | 27 | -1,007,684 | -42.67% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,111,833 | 169,832 | 0.27% | 0.29% | 28 | -231,200 | -17.21% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 1,081,238 | 165,159 | 0.06% | 0.08% | 29 | -479,552 | -30.72% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 1,049,794 | 160,356 | 0.46% | 0.4% | 30 | -11,578 | -1.09% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 941,818 | 143,862 | 0.19% | 0.16% | 31 | +54,522 | 6.14% | Q1 2026 | Apr 27, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 891,803 | 136,223 | 0.1% | 0.11% | 32 | -68,854 | -7.17% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 885,290 | 135,228 | 0.56% | 0.54% | 33 | -36,106 | -3.92% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 830,286 | 126,826 | 0.41% | 0.15% | 34 | +464,126 | 126.75% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 825,300 | 126,064 | 0.02% | 0.01% | 35 | +192,700 | 30.46% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 703,178 | 107,410 | 0.06% | 0.04% | 36 | +84,910 | 13.73% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 648,789 | 99,102 | 0.04% | 0.0% | 37 | +577,455 | 809.51% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 620,427 | 94,770 | 0.03% | 0.02% | 38 | +12,679 | 2.09% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 619,274 | 94,594 | 0.09% | 0.08% | 39 | +54,262 | 9.6% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 618,710 | 94,508 | 0.02% | 0.01% | 40 | +40,788 | 7.06% | Q1 2026 | May 15, 2026 |
| SCHARF INVESTMENTS, LLC | History | Reduced | 589,232 | 90,007 | 2.77% | 3.57% | 41 | -373,668 | -38.81% | Q1 2026 | Apr 13, 2026 |
| HARDING LOEVNER LP | History | Reduced | 584,255 | 89,230 | 0.92% | 0.73% | 42 | -19,132 | -3.17% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 568,367 | 86,818 | 0.01% | 0.0% | 43 | +372,367 | 189.98% | Q1 2026 | May 12, 2026 |
| BRISTOL JOHN W & CO INC /NY/ | History | Reduced | 561,837 | 85,820 | 1.41% | 1.21% | 44 | -7,881 | -1.38% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 546,505 | 83,478 | 0.99% | 0.79% | 45 | +41,166 | 8.15% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 537,813 | 82,190 | 0.11% | — | 46 | +537,813 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 532,554 | 81,359 | 0.02% | 0.02% | 47 | -37,168 | -6.52% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 528,814 | 80,776 | 0.05% | 0.04% | 48 | +89,851 | 20.47% | Q1 2026 | May 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 505,440 | 77,205 | 0.18% | 0.24% | 49 | -145,704 | -22.38% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 517,027 | 71,282 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 454,681 | 69,452 | 1.15% | 1.18% | 51 | -37,333 | -7.59% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 440,526 | 67,171 | 0.1% | 0.09% | 52 | -42,177 | -8.74% | Q1 2026 | May 15, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 432,007 | 65,990 | 1.29% | 1.17% | 53 | -2,239 | -0.52% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 403,774 | 61,676 | 0.13% | 0.11% | 54 | -2,457 | -0.6% | Q1 2026 | May 06, 2026 |
| TCTC Holdings, LLC | History | Reduced | 393,864 | 60,162 | 1.71% | 1.62% | 55 | -225 | -0.06% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 366,559 | 55,991 | 0.04% | 0.04% | 56 | -5,202 | -1.4% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 345,410 | 52,761 | 0.01% | 0.01% | 57 | +54,930 | 18.91% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 340,728 | 52,046 | 0.09% | 0.08% | 58 | +39,537 | 13.13% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 336,037 | 51,329 | 0.07% | 0.01% | 59 | +295,537 | 729.72% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 329,910 | 50,392 | 0.07% | 0.06% | 60 | +35,140 | 11.92% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 327,817 | 50,074 | 0.01% | 0.01% | 61 | +9,691 | 3.05% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 322,056 | 49,194 | 0.05% | 0.09% | 62 | -371,300 | -53.55% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 320,027 | 48,884 | 0.24% | 0.23% | 63 | +19,949 | 6.65% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 317,717 | 48,533 | 0.04% | 0.03% | 64 | +45,335 | 16.64% | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | Reduced | 315,034 | 48,121 | 0.2% | 0.15% | 65 | -47,367 | -13.07% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 311,826 | 47,632 | 0.12% | 0.1% | 66 | -8,029 | -2.51% | Q1 2026 | Apr 22, 2026 |
| SATURNA CAPITAL CORP | History | Reduced | 311,008 | 47,506 | 0.67% | 0.57% | 67 | -1,654 | -0.53% | Q1 2026 | May 11, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 283,617 | 43,322 | 1.83% | 1.54% | 68 | +14,674 | 5.46% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 280,428 | 42,802 | 0.05% | 0.03% | 69 | +71,868 | 34.46% | Q1 2026 | May 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 275,637 | 42,103 | 0.11% | 0.11% | 70 | -23,538 | -7.87% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 268,858 | 41,069 | 0.05% | 0.04% | 71 | +1,589 | 0.59% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 267,950 | 40,930 | 0.32% | 0.28% | 72 | -7,000 | -2.55% | Q1 2026 | May 04, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Reduced | 266,061 | 40,640 | 1.98% | 3.95% | 73 | -335,851 | -55.8% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 264,639 | 40,423 | 0.04% | 0.04% | 74 | +13,264 | 5.28% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 259,345 | 39,614 | 0.01% | 0.05% | 75 | -725,254 | -73.66% | Q1 2026 | May 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 258,000 | 39,409 | 0.06% | 0.02% | 76 | +157,812 | 157.52% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 251,894 | 38,476 | 0.24% | 0.38% | 77 | -193,795 | -43.48% | Q1 2026 | May 15, 2026 |
| Integral Health Asset Management, LLC | History | No change | 250,000 | 38,187 | 1.83% | 1.71% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 246,655 | 37,676 | 0.01% | 0.01% | 79 | +132,918 | 116.86% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Reduced | 242,228 | 37,000 | 0.46% | 0.43% | 80 | -7,513 | -3.01% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 241,552 | 36,890 | 0.04% | 0.04% | 81 | +5,076 | 2.15% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 233,871 | 35,723 | 0.02% | 0.01% | 82 | +47,271 | 25.33% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 230,854 | 35,262 | 0.71% | 0.62% | 83 | +6,071 | 2.7% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 229,593 | 35,070 | 0.1% | 0.08% | 84 | -13,178 | -5.43% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 220,134 | 33,625 | 0.02% | 0.02% | 85 | +9,930 | 4.72% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 217,125 | 33,165 | 0.38% | 0.37% | 86 | -3,056 | -1.39% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 212,815 | 32,507 | 0.2% | 0.19% | 87 | -6,899 | -3.14% | Q1 2026 | May 05, 2026 |
| Promethos Capital, LLC | History | Reduced | 203,093 | 31,022 | 8.34% | 7.78% | 88 | -21,711 | -9.66% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 203,045 | 31,015 | 0.03% | 0.03% | 89 | +24,096 | 13.47% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Reduced | 193,177 | 29,437 | 0.06% | 0.07% | 90 | -33,079 | -14.62% | Q1 2026 | May 15, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 189,570 | 28,960 | 0.2% | 0.28% | 91 | -73,227 | -27.86% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 189,167 | 28,895 | 0.05% | 0.04% | 92 | +761 | 0.4% | Q1 2026 | May 15, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 185,572 | 28,346 | 2.47% | 2.37% | 93 | -5,512 | -2.88% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 184,350 | 28,159 | 0.05% | 0.01% | 94 | +154,526 | 518.13% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 182,356 | 27,854 | 0.38% | — | 95 | +182,356 | New | Q1 2026 | May 01, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 177,396 | 27,097 | 0.04% | 0.03% | 96 | -7,970 | -4.3% | Q1 2026 | May 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 176,900 | 27,021 | 0.12% | 0.12% | 97 | -146,200 | -45.25% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 175,800 | 26,853 | 0.01% | 0.0% | 98 | +121,821 | 225.68% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 173,637 | 26,523 | 0.03% | 0.02% | 99 | +52,610 | 43.47% | Q1 2026 | May 15, 2026 |
| Foresight Global Investors, Inc. | History | Reduced | 172,053 | 26,281 | 17.06% | 11.17% | 100 | -30 | -0.02% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Added to | 171,848 | 26,249 | 0.09% | 0.07% | 101 | +18,264 | 11.89% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 169,012 | 25,824 | 0.04% | 0.03% | 102 | +2,288 | 1.37% | Q1 2026 | May 15, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 164,288 | 25,094 | 3.01% | 3.31% | 103 | -34,348 | -17.29% | Q1 2026 | May 07, 2026 |
| Parkwood LLC | History | Added to | 163,364 | 24,954 | 2.21% | 1.57% | 104 | +16,104 | 10.94% | Q1 2026 | May 15, 2026 |
| Martin Investment Management, LLC | History | Reduced | 162,204 | 24,776 | 7.42% | 8.16% | 105 | -49,300 | -23.31% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 161,008 | 24,593 | 0.04% | 0.04% | 106 | -244 | -0.15% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 160,764 | 24,556 | 0.04% | 0.04% | 107 | +4,606 | 2.95% | Q1 2026 | May 15, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 156,906 | 23,967 | 1.35% | 1.21% | 108 | +1,558 | 1.0% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 156,615 | 23,922 | 0.03% | 0.03% | 109 | -11,771 | -6.99% | Q1 2026 | Apr 27, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 156,362 | 23,884 | 1.61% | 1.3% | 110 | -633 | -0.4% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 150,844 | 23,041 | 0.24% | 0.2% | 111 | +17,731 | 13.32% | Q1 2026 | Apr 27, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 145,118 | 22,166 | 0.32% | 0.29% | 112 | -5,911 | -3.91% | Q1 2026 | Apr 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 143,500 | 21,919 | 0.04% | 0.05% | 113 | -84,900 | -37.17% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 142,824 | 21,817 | 0.11% | 0.1% | 114 | +9,557 | 7.17% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 141,200 | 21,568 | 1.55% | 1.42% | 115 | -3,279 | -2.27% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 140,620 | 21,479 | 0.02% | 0.01% | 116 | +20,594 | 17.16% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 139,562 | 21,318 | 0.01% | 0.13% | 117 | -202,974 | -59.26% | Q1 2026 | May 04, 2026 |
| Fiera Capital Corp | History | Added to | 139,111 | 21,249 | 0.07% | 0.05% | 118 | +14,744 | 11.86% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 136,897 | 20,911 | 0.08% | 0.06% | 119 | +18,106 | 15.24% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 136,263 | 20,814 | 0.02% | 0.01% | 120 | +44,506 | 48.5% | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 135,882 | 20,756 | 0.73% | 0.67% | 121 | +3,056 | 2.3% | Q1 2026 | May 13, 2026 |
| Coleford Investment Management Ltd. | History | Added to | 135,620 | 20,715 | 5.08% | 4.48% | 122 | +1,945 | 1.46% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 147,794 | 20,714 | 0.04% | 0.04% | 123 | -38,612 | -20.71% | Q1 2026 | Apr 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 126,885 | 19,381 | 0.0% | 0.0% | 124 | +104,729 | 472.69% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 126,421 | 19,310 | 0.06% | 0.03% | 125 | +45,143 | 55.54% | Q1 2026 | May 08, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 125,512 | 19,171 | 0.9% | 0.86% | 126 | -3,551 | -2.75% | Q1 2026 | May 15, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 125,419 | 19,157 | 0.11% | 0.15% | 127 | -38,126 | -23.31% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 123,100 | 18,803 | 0.01% | 0.01% | 128 | -3,500 | -2.76% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 121,040 | 18,488 | 0.01% | 0.0% | 129 | +45,683 | 60.62% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 120,635 | 18,426 | 0.18% | 0.18% | 130 | -9,764 | -7.49% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 118,307 | 18,071 | 0.03% | 0.03% | 131 | +10,102 | 9.34% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 114,289 | 17,457 | 0.21% | 0.06% | 132 | +69,220 | 153.59% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 113,344 | 17,313 | 0.0% | 0.0% | 133 | -62,333 | -35.48% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 113,276 | 17,302 | 0.02% | 0.01% | 134 | +16,017 | 16.47% | Q1 2026 | May 08, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | Reduced | 112,677 | 17,211 | 2.47% | 2.34% | 135 | -3,735 | -3.21% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 111,500 | 17,031 | 0.01% | 0.02% | 136 | -91,421 | -45.05% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 108,597 | 16,588 | 0.01% | 0.06% | 137 | -679,380 | -86.22% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 108,594 | 16,587 | 0.52% | 0.42% | 138 | +13,096 | 13.71% | Q1 2026 | Apr 27, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 108,581 | 16,585 | 1.31% | 1.16% | 139 | +251 | 0.23% | Q1 2026 | May 13, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 108,116 | 16,514 | 1.06% | 0.94% | 140 | -5,150 | -4.55% | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 107,430 | 16,409 | 0.07% | 0.06% | 141 | +598 | 0.56% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 106,950 | 16,336 | 0.37% | 0.31% | 142 | +2,103 | 2.01% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 102,595 | 15,910 | 0.03% | 0.02% | 143 | -3,445 | -3.25% | Q1 2026 | May 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 104,146 | 15,908 | 0.28% | 0.25% | 144 | +4,312 | 4.32% | Q1 2026 | Apr 20, 2026 |
| Ethic Inc. | History | Added to | 103,551 | 15,817 | 0.25% | 0.2% | 145 | +9,686 | 10.32% | Q1 2026 | Apr 27, 2026 |
| NOMURA HOLDINGS INC | History | New | 99,013 | 15,124 | 0.04% | — | 146 | +99,013 | New | Q1 2026 | May 15, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 98,838 | 15,098 | 3.04% | 3.62% | 147 | -36,610 | -27.03% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 96,473 | 14,736 | 0.06% | 0.05% | 148 | +3,448 | 3.71% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 96,271 | 14,705 | 0.46% | 0.42% | 149 | +31,323 | 48.23% | Q1 2026 | Apr 29, 2026 |
| American Assets Investment Management, LLC | History | No change | 93,610 | 14,298 | 0.97% | 0.89% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 92,055 | 14,061 | 0.09% | 0.07% | 151 | +7,014 | 8.25% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 91,898 | 14,037 | 0.21% | 0.23% | 152 | -22,937 | -19.97% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 90,326 | 13,797 | 0.07% | 0.07% | 153 | -1,236 | -1.35% | Q1 2026 | May 05, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 85,688 | 13,088 | 0.07% | 0.06% | 154 | -474 | -0.55% | Q1 2026 | May 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 84,943 | 12,975 | 0.18% | 0.15% | 155 | -909 | -1.06% | Q1 2026 | Apr 30, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 84,606 | 12,923 | 2.15% | 2.1% | 156 | -1,249 | -1.45% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 84,517 | 12,909 | 0.07% | 0.06% | 157 | +17,935 | 26.94% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 84,313 | 12,878 | 0.02% | 0.12% | 158 | -444,250 | -84.05% | Q1 2026 | May 14, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 83,792 | 12,799 | 0.66% | 0.51% | 159 | -3,891 | -4.44% | Q1 2026 | May 15, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 81,783 | 12,492 | 0.65% | 0.54% | 160 | -65 | -0.08% | Q1 2026 | Apr 29, 2026 |
| Eldred Rock Partners, LLC | History | Reduced | 80,768 | 12,337 | 3.14% | 2.92% | 161 | -781 | -0.96% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 79,612 | 12,160 | 0.13% | 0.18% | 162 | -14,670 | -15.56% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 79,113 | 12,084 | 0.03% | 0.03% | 163 | -3,961 | -4.77% | Q1 2026 | May 14, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Reduced | 79,087 | 12,080 | 1.67% | 1.5% | 164 | -1,895 | -2.34% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 83,279 | 12,043 | 0.15% | 0.15% | 165 | -1,220 | -1.44% | Q1 2026 | May 06, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 76,849 | 11,738 | 1.82% | 1.59% | 166 | +236 | 0.31% | Q1 2026 | Apr 14, 2026 |
| BARCLAYS PLC | History | Added to | 76,773 | 11,727 | 0.0% | 0.0% | 167 | +76,064 | 10728.35% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 74,666 | 11,566 | 0.03% | 0.02% | 168 | +45,644 | 157.27% | Q1 2026 | May 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 75,500 | 11,532 | 0.08% | 0.07% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 75,338 | 11,507 | 1.6% | 1.44% | 170 | -1,254 | -1.64% | Q1 2026 | Apr 20, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 73,392 | 11,211 | 0.57% | 0.5% | 171 | -4,562 | -5.85% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 72,553 | 11,082 | 0.05% | 0.03% | 173 | +25,084 | 52.84% | Q1 2026 | May 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 72,551 | 11,082 | 0.38% | 0.34% | 172 | -998 | -1.36% | Q1 2026 | May 06, 2026 |
| TOWER BRIDGE ADVISORS | History | Added to | 71,531 | 10,926 | 1.06% | 0.99% | 174 | +630 | 0.89% | Q1 2026 | May 12, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 71,305 | 10,891 | 0.87% | 0.83% | 175 | -3,600 | -4.81% | Q1 2026 | May 06, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 70,648 | 10,791 | 1.86% | 1.72% | 176 | -100 | -0.14% | Q1 2026 | May 12, 2026 |
| Altrius Capital Management Inc | History | Reduced | 70,631 | 10,789 | 2.15% | 2.19% | 177 | -4,292 | -5.73% | Q1 2026 | May 05, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 70,211 | 10,724 | 1.45% | 1.34% | 178 | -658 | -0.93% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 70,100 | 10,707 | 0.01% | 0.01% | 179 | -25,700 | -26.83% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 69,383 | 10,598 | 0.23% | 0.2% | 180 | +271 | 0.39% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 68,854 | 10,517 | 0.07% | 0.14% | 181 | +8,329 | 13.76% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 68,728 | 10,498 | 0.31% | 0.02% | 182 | +63,391 | 1187.76% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 67,212 | 10,266 | 0.02% | 0.01% | 183 | -1,173 | -1.72% | Q1 2026 | May 14, 2026 |
| SALT Holding Corp. | History | New | 66,844 | 10,210 | 6.17% | — | 184 | +66,844 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 66,346 | 10,134 | 0.15% | 0.11% | 185 | +9,876 | 17.49% | Q1 2026 | May 01, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 64,670 | 9,878 | 0.43% | 0.34% | 186 | +6,307 | 10.81% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 63,679 | 9,726 | 0.04% | 0.03% | 187 | +10,666 | 20.12% | Q1 2026 | Apr 24, 2026 |
| DV EQUITIES, LLC | History | No change | 69,935 | 9,641 | 1.73% | 1.73% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 63,066 | 9,633 | 0.05% | 0.04% | 189 | +8,680 | 15.96% | Q1 2026 | May 26, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 65,092 | 9,599 | 2.29% | 2.53% | 190 | -5,419 | -7.69% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 62,486 | 9,544 | 0.01% | 0.01% | 191 | -623 | -0.99% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 62,456 | 9,540 | 0.11% | 0.09% | 192 | +4,190 | 7.19% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 61,012 | 9,319 | 0.28% | 0.25% | 193 | +1,152 | 1.92% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 60,566 | 9,251 | 0.16% | 0.06% | 194 | +44,077 | 267.31% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 59,318 | 9,060 | 0.05% | 0.04% | 195 | +8,556 | 16.86% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 59,061 | 9,022 | 0.01% | 0.01% | 196 | +18,649 | 46.15% | Q1 2026 | May 06, 2026 |
| WELCH & FORBES LLC | History | Reduced | 57,626 | 8,802 | 0.11% | 0.1% | 197 | -3,462 | -5.67% | Q1 2026 | May 01, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 56,957 | 8,700 | 0.01% | 0.01% | 198 | -2,382 | -4.01% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 56,894 | 8,690 | 0.07% | 0.04% | 199 | +14,571 | 34.43% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 56,427 | 8,619 | 0.01% | 0.01% | 200 | -962 | -1.68% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 55,979 | 8,550 | 0.11% | 0.1% | 201 | -1,226 | -2.14% | Q1 2026 | Apr 21, 2026 |
| Advisors Capital Management, LLC | History | Added to | 55,225 | 8,435 | 0.1% | 0.09% | 202 | +208 | 0.38% | Q1 2026 | May 01, 2026 |
| Boston Partners | History | Added to | 55,173 | 8,431 | 0.01% | 0.01% | 203 | +7,869 | 16.63% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 54,803 | 8,371 | 0.02% | 0.02% | 204 | +331 | 0.61% | Q1 2026 | Apr 30, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 53,135 | 8,116 | 0.61% | 0.38% | 205 | +17,135 | 47.6% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 53,072 | 8,106 | 0.03% | 0.03% | 206 | +5,716 | 12.07% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 58,580 | 8,076 | 0.0% | 0.0% | 207 | +47,267 | 417.81% | Q1 2026 | May 15, 2026 |
| Narwhal Capital Management | History | Reduced | 52,668 | 8,045 | 0.59% | 0.54% | 208 | -1,144 | -2.13% | Q1 2026 | Apr 23, 2026 |
| Triasima Portfolio Management inc. | History | Added to | 52,470 | 8,014 | 1.21% | 1.04% | 209 | +2,295 | 4.57% | Q1 2026 | Apr 24, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 52,244 | 7,980 | 0.0% | 0.0% | 210 | -526 | -1.0% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 51,557 | 7,875 | 0.09% | 0.09% | 211 | -4,061 | -7.3% | Q1 2026 | May 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 50,625 | 7,732 | 2.4% | 2.1% | 212 | +188 | 0.37% | Q1 2026 | May 08, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 50,600 | 7,729 | 0.88% | 0.75% | 213 | +3,928 | 8.42% | Q1 2026 | Apr 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 50,553 | 7,721 | 0.02% | 0.02% | 214 | +4,647 | 10.12% | Q1 2026 | May 15, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Added to | 50,305 | 7,682 | 1.01% | 0.6% | 215 | +17,408 | 52.92% | Q1 2026 | Apr 09, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 50,002 | 7,637 | 2.24% | 2.16% | 216 | +370 | 0.75% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 49,989 | 7,635 | 0.18% | 0.22% | 217 | -14,852 | -22.91% | Q1 2026 | May 04, 2026 |
| Cardinal Capital Management | History | Added to | 49,684 | 7,589 | 0.98% | 0.91% | 218 | +19 | 0.04% | Q1 2026 | Apr 08, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 49,020 | 7,487 | 0.3% | 0.26% | 219 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 49,000 | 7,484 | 0.27% | 0.26% | 220 | -8,300 | -14.49% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 48,906 | 7,470 | 0.06% | 0.06% | 221 | +327 | 0.67% | Q1 2026 | Apr 07, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 48,780 | 7,451 | 1.11% | 1.15% | 222 | -49,032 | -50.13% | Q1 2026 | Apr 24, 2026 |
| SIGNATUREFD, LLC | History | Added to | 48,040 | 7,338 | 0.11% | 0.1% | 223 | +1,411 | 3.03% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 47,991 | 7,330 | 0.01% | 0.01% | 224 | +3,580 | 8.06% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 47,971 | 7,327 | 1.3% | 1.29% | 225 | -466 | -0.96% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 47,699 | 7,286 | 0.16% | 0.15% | 226 | +454 | 0.96% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 47,517 | 7,258 | 0.17% | 0.06% | 227 | +37,876 | 392.86% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 46,575 | 7,114 | 0.03% | 0.02% | 228 | -7,693 | -14.18% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 46,436 | 7,093 | 0.13% | — | 229 | +46,436 | New | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Reduced | 45,441 | 6,941 | 0.12% | 0.16% | 230 | -20,872 | -31.47% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 45,438 | 6,940 | 0.04% | 0.04% | 231 | -8,823 | -16.26% | Q1 2026 | May 08, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Added to | 45,066 | 6,883 | 0.08% | 0.05% | 232 | +9,270 | 25.9% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 44,219 | 6,754 | 0.11% | 0.11% | 233 | -5,995 | -11.94% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 44,137 | 6,741 | 0.11% | 0.12% | 234 | -4,806 | -9.82% | Q1 2026 | May 04, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 44,021 | 6,724 | 0.01% | 0.0% | 235 | +11,586 | 35.72% | Q1 2026 | May 11, 2026 |
| Rathbones Group PLC | History | Reduced | 43,818 | 6,693 | 0.03% | 0.03% | 236 | -2,188 | -4.76% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 43,765 | 6,685 | 0.03% | 0.03% | 237 | +2,687 | 6.54% | Q1 2026 | Apr 24, 2026 |
| Monte Financial Group, LLC | History | Reduced | 43,398 | 6,629 | 2.35% | 2.26% | 238 | -625 | -1.42% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 42,951 | 6,560 | 0.04% | 0.03% | 239 | +1,316 | 3.16% | Q1 2026 | Apr 30, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 42,817 | 6,540 | 0.12% | 0.13% | 240 | -4,825 | -10.13% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 42,531 | 6,498 | 0.0% | 0.0% | 241 | +36,716 | 631.4% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 41,816 | 6,387 | 0.05% | 0.05% | 242 | +4,794 | 12.95% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 45,745 | 6,306 | 0.26% | 0.26% | 243 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 41,281 | 6,305 | 0.03% | 0.03% | 244 | +3,917 | 10.48% | Q1 2026 | Apr 15, 2026 |
| Perennial Advisors, LLC | History | Reduced | 40,888 | 6,245 | 1.06% | 0.98% | 245 | -1,456 | -3.44% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 40,680 | 6,213 | 0.03% | 0.02% | 246 | +21,246 | 109.32% | Q1 2026 | May 15, 2026 |
| HAMEL ASSOCIATES, INC. | History | Reduced | 40,555 | 6,194 | 1.77% | 1.69% | 247 | -30 | -0.07% | Q1 2026 | May 07, 2026 |
| Henry James International Management Inc. | History | Reduced | 40,396 | 6,170 | 2.23% | 1.89% | 248 | -3,200 | -7.34% | Q1 2026 | Apr 10, 2026 |
| First Pacific Financial | History | Reduced | 39,922 | 6,098 | 0.79% | 0.72% | 249 | -150 | -0.37% | Q1 2026 | Apr 23, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 39,708 | 6,065 | 0.59% | 0.52% | 250 | -107 | -0.27% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 39,646 | 6,055 | 0.34% | 0.16% | 251 | +15,027 | 61.04% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 39,496 | 6,033 | 0.34% | 0.31% | 252 | +20,818 | 111.46% | Q1 2026 | Apr 22, 2026 |
| Caprock Group, LLC | History | Added to | 39,296 | 6,002 | 0.15% | 0.11% | 253 | +1,549 | 4.1% | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 38,960 | 5,951 | 0.17% | 0.15% | 254 | +1,255 | 3.33% | Q1 2026 | May 12, 2026 |
| Naviter Wealth, LLC | History | Added to | 38,815 | 5,929 | 0.74% | 0.68% | 255 | +1,157 | 3.07% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,689 | 5,909 | 0.08% | 0.06% | 256 | +6,796 | 21.31% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 38,611 | 5,897 | 0.07% | 0.06% | 257 | +5,388 | 16.22% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 38,371 | 5,861 | 0.03% | 0.03% | 258 | +186 | 0.49% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 38,288 | 5,848 | 0.2% | 0.19% | 259 | -2,045 | -5.07% | Q1 2026 | May 13, 2026 |
| Hayek Kallen Investment Management | History | New | 38,070 | 5,815 | 1.89% | — | 260 | +38,070 | New | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 37,739 | 5,764 | 0.01% | 0.05% | 261 | -196,561 | -83.89% | Q1 2026 | May 08, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 41,588 | 5,749 | 0.57% | 0.61% | 262 | -643 | -1.52% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 37,202 | 5,682 | 0.0% | 0.01% | 263 | -24,216 | -39.43% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 37,111 | 5,668 | 0.03% | 0.01% | 264 | +20,134 | 118.6% | Q1 2026 | May 14, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 37,000 | 5,651 | 0.9% | 0.99% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 36,665 | 5,600 | 0.15% | 0.14% | 266 | -1,193 | -3.15% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Reduced | 36,565 | 5,585 | 0.19% | 0.18% | 267 | -2,418 | -6.2% | Q1 2026 | Apr 22, 2026 |
| NATIXIS | History | New | 36,500 | 5,575 | 0.02% | — | 268 | +36,500 | New | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 36,200 | 5,529 | 0.09% | 0.09% | 269 | +1,357 | 3.89% | Q1 2026 | May 18, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,106 | 5,515 | 0.0% | 0.0% | 270 | -34 | -0.09% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 35,611 | 5,439 | 0.01% | 0.01% | 271 | +4,622 | 14.91% | Q1 2026 | May 01, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 35,432 | 5,412 | 0.0% | 0.0% | 272 | -15,600 | -30.57% | Q1 2026 | May 15, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 35,208 | 5,378 | 0.29% | 0.24% | 273 | -17 | -0.05% | Q1 2026 | May 12, 2026 |
| Gradient Investments LLC | History | Added to | 35,153 | 5,369 | 0.08% | 0.03% | 274 | +20,492 | 139.77% | Q1 2026 | Apr 13, 2026 |
| Transmarket Holdings LP | History | Added to | 35,075 | 5,357 | 2.86% | 0.22% | 275 | +32,847 | 1474.28% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,514 | 5,352 | 0.05% | 0.05% | 276 | +136 | 0.4% | Q1 2026 | Apr 07, 2026 |
| Quartz Partners, LLC | History | Reduced | 34,994 | 5,345 | 2.07% | 1.82% | 277 | -388 | -1.1% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 34,728 | 5,304 | 0.05% | 0.03% | 278 | +15,598 | 81.54% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 34,678 | 5,297 | 0.02% | 0.02% | 279 | -9,061 | -20.72% | Q1 2026 | May 13, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 34,550 | 5,277 | 1.59% | 1.58% | 280 | -325 | -0.93% | Q1 2026 | Apr 24, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 34,274 | 5,235 | 1.27% | 1.11% | 281 | -271 | -0.78% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 33,708 | 5,148 | 0.04% | 0.04% | 282 | +1,209 | 3.72% | Q1 2026 | Apr 15, 2026 |
| Auto-Owners Insurance Co | History | No change | 33,570 | 5,127 | 0.11% | 0.1% | 283 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 32,977 | 5,037 | 0.82% | 0.74% | 284 | +895 | 2.79% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 32,801 | 5,010 | 0.16% | 0.14% | 285 | +78 | 0.24% | Q1 2026 | May 11, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 32,741 | 5,001 | 1.23% | 1.17% | 286 | -144 | -0.44% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 36,277 | 5,001 | 0.1% | 0.1% | 287 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 32,730 | 4,999 | 0.21% | 0.18% | 288 | +250 | 0.77% | Q1 2026 | Apr 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 32,492 | 4,963 | 0.07% | 0.07% | 289 | -2,991 | -8.43% | Q1 2026 | May 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 32,458 | 4,957 | 0.04% | 0.04% | 290 | +1,298 | 4.17% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 32,671 | 4,912 | 0.15% | 0.21% | 291 | -18,860 | -36.6% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 32,030 | 4,892 | 0.02% | 0.02% | 292 | +9,426 | 41.7% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 31,740 | 4,848 | 0.01% | 0.0% | 293 | +4,250 | 15.46% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 31,464 | 4,806 | 0.07% | 0.07% | 294 | -2,904 | -8.45% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 30,578 | 4,670 | 0.14% | 0.11% | 295 | +3,544 | 13.11% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | Reduced | 30,492 | 4,657 | 0.09% | 0.08% | 296 | -655 | -2.1% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 31,186 | 4,614 | 0.3% | 0.31% | 297 | -2,067 | -6.22% | Q1 2026 | Apr 22, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 30,142 | 4,604 | 0.02% | 0.02% | 298 | -22 | -0.07% | Q1 2026 | May 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 29,995 | 4,581 | 0.33% | 0.28% | 299 | -2,293 | -7.1% | Q1 2026 | Apr 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 29,981 | 4,579 | 0.2% | 0.17% | 300 | +369 | 1.25% | Q1 2026 | May 08, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Reduced | 29,882 | 4,564 | 0.46% | 0.47% | 301 | -4,711 | -13.62% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 29,528 | 4,510 | 0.0% | 0.01% | 302 | -7,400 | -20.04% | Q1 2026 | May 15, 2026 |
| South Shore Capital Advisors | History | Added to | 29,803 | 4,493 | 3.29% | 0.46% | 303 | +25,238 | 552.86% | Q1 2026 | Apr 28, 2026 |
| PRENTISS SMITH & CO INC | History | Reduced | 29,124 | 4,448 | 2.58% | 2.4% | 304 | -30 | -0.1% | Q1 2026 | May 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 29,042 | 4,436 | 0.02% | 0.02% | 305 | -295 | -1.01% | Q1 2026 | Apr 22, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 28,892 | 4,413 | 0.18% | 0.17% | 306 | -2,006 | -6.49% | Q1 2026 | Apr 21, 2026 |
| Oxbow Advisors, LLC | History | Added to | 28,545 | 4,360 | 0.37% | 0.35% | 307 | +37 | 0.13% | Q1 2026 | Apr 27, 2026 |
| Haverford Trust Co | History | No change | 28,382 | 4,335 | 0.04% | 0.03% | 308 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 28,283 | 4,320 | 0.24% | 0.21% | 309 | -1,037 | -3.54% | Q1 2026 | Apr 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 28,286 | 4,320 | 0.34% | 0.29% | 310 | -30 | -0.11% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 28,149 | 4,299 | 0.09% | 0.09% | 311 | -4,105 | -12.73% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Added to | 28,079 | 4,289 | 0.06% | 0.05% | 312 | +1,098 | 4.07% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 28,041 | 4,285 | 0.07% | 0.06% | 313 | +2,162 | 8.35% | Q1 2026 | Apr 14, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 27,862 | 4,255 | 0.01% | 0.01% | 314 | -390 | -1.38% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 27,823 | 4,249 | 0.28% | 0.25% | 315 | -360 | -1.28% | Q1 2026 | Apr 28, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 27,486 | 4,198 | 0.44% | 0.39% | 316 | -3,225 | -10.5% | Q1 2026 | May 06, 2026 |
| CIBC Asset Management Inc | History | Added to | 27,556 | 4,174 | 0.01% | 0.01% | 317 | +1,292 | 4.92% | Q1 2026 | May 12, 2026 |
| Pegasus Asset Management, Inc. | History | New | 27,320 | 4,173 | 1.33% | — | 318 | +27,320 | New | Q1 2026 | Apr 20, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 27,201 | 4,154 | 0.26% | 0.24% | 319 | -642 | -2.31% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 27,090 | 4,137 | 0.08% | 0.07% | 320 | -1,153 | -4.08% | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 27,044 | 4,130 | 0.14% | 0.14% | 321 | -169 | -0.62% | Q1 2026 | Apr 20, 2026 |
| Arjuna Capital | History | Added to | 27,009 | 4,125 | 1.05% | 0.83% | 322 | +2,304 | 9.33% | Q1 2026 | May 06, 2026 |
| EagleClaw Capital Managment, LLC | History | Reduced | 26,836 | 4,099 | 0.57% | 0.55% | 323 | -846 | -3.06% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 29,730 | 4,098 | 0.07% | 0.07% | 324 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 26,795 | 4,092 | 2.32% | 2.33% | 325 | -100 | -0.37% | Q1 2026 | May 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 26,388 | 4,030 | 0.26% | 0.23% | 326 | -448 | -1.67% | Q1 2026 | May 14, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 26,275 | 4,013 | 1.27% | 1.21% | 327 | -13 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Americana Partners, LLC | History | Added to | 26,190 | 4,000 | 0.1% | 0.09% | 329 | +1,226 | 4.91% | Q1 2026 | May 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 26,187 | 4,000 | 0.29% | 0.27% | 328 | +57 | 0.22% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 26,574 | 3,970 | 0.03% | 0.0% | 330 | +23,071 | 658.61% | Q1 2026 | May 15, 2026 |
| ALBERT D MASON INC | History | Added to | 25,727 | 3,929 | 2.54% | 2.32% | 331 | +140 | 0.55% | Q1 2026 | Apr 15, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 25,703 | 3,926 | 0.38% | 0.34% | 332 | -590 | -2.24% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 25,287 | 3,862 | 0.05% | 0.05% | 333 | -2,622 | -9.39% | Q1 2026 | Apr 20, 2026 |
| HRT FINANCIAL LP | History | Reduced | 24,886 | 3,801 | 0.01% | 0.07% | 334 | -132,775 | -84.22% | Q1 2026 | May 14, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | No change | 24,822 | 3,791 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| apricus wealth, LLC | History | Reduced | 24,423 | 3,730 | 1.82% | 1.74% | 336 | -250 | -1.01% | Q1 2026 | Apr 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 24,302 | 3,712 | 0.05% | 0.04% | 337 | +23 | 0.09% | Q1 2026 | May 15, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 24,128 | 3,685 | 1.75% | 1.46% | 338 | +315 | 1.32% | Q1 2026 | Apr 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 24,095 | 3,680 | 0.21% | 0.15% | 339 | +4,376 | 22.19% | Q1 2026 | Apr 21, 2026 |
| AMG National Trust Bank | History | Added to | 24,066 | 3,676 | 0.08% | 0.07% | 340 | +1,176 | 5.14% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 23,915 | 3,653 | 0.04% | 0.04% | 341 | +1,689 | 7.6% | Q1 2026 | Apr 23, 2026 |
| Third View Private Wealth, LLC | History | Added to | 23,830 | 3,640 | 0.5% | 0.42% | 342 | +1,446 | 6.46% | Q1 2026 | Apr 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 23,701 | 3,620 | 1.32% | 1.31% | 343 | -376 | -1.56% | Q1 2026 | Apr 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 23,610 | 3,606 | 0.06% | 0.05% | 344 | +2,827 | 13.6% | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 23,394 | 3,573 | 0.22% | 0.19% | 345 | -300 | -1.27% | Q1 2026 | May 01, 2026 |
| HALL LAURIE J TRUSTEE | History | Reduced | 23,197 | 3,543 | 1.25% | 1.1% | 346 | -925 | -3.83% | Q1 2026 | Apr 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 22,962 | 3,507 | 0.44% | — | 347 | +22,962 | New | Q1 2026 | May 18, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 22,931 | 3,502 | 1.42% | 1.28% | 348 | +582 | 2.6% | Q1 2026 | Apr 24, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | Reduced | 22,888 | 3,496 | 1.13% | 1.01% | 349 | -843 | -3.55% | Q1 2026 | May 14, 2026 |
| FCA CORP /TX | History | Added to | 22,851 | 3,490 | 0.99% | 0.88% | 350 | +239 | 1.06% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,643 | 3,458 | 0.03% | 0.02% | 351 | +12,437 | 121.86% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 22,574 | 3,448 | 0.18% | 0.17% | 352 | +2,069 | 10.09% | Q1 2026 | Apr 16, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Reduced | 22,362 | 3,416 | 1.55% | 1.41% | 353 | -453 | -1.99% | Q1 2026 | Apr 09, 2026 |
| Savant Capital, LLC | History | Added to | 22,246 | 3,398 | 0.02% | 0.02% | 354 | +2,264 | 11.33% | Q1 2026 | May 04, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 22,113 | 3,378 | 0.17% | 0.16% | 355 | +58 | 0.26% | Q1 2026 | Apr 21, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 21,970 | 3,355 | 0.44% | 0.41% | 356 | -784 | -3.45% | Q1 2026 | May 04, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 23,985 | 3,306 | 0.7% | 0.7% | 357 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 21,586 | 3,297 | 0.2% | 0.18% | 358 | +1,661 | 8.34% | Q1 2026 | Apr 28, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Added to | 21,341 | 3,259 | 0.47% | 0.08% | 359 | +17,470 | 451.3% | Q1 2026 | May 07, 2026 |
| DGS Capital Management, LLC | History | Added to | 21,135 | 3,228 | 0.53% | 0.49% | 360 | +276 | 1.32% | Q1 2026 | Apr 28, 2026 |
| Old Port Advisors | History | Added to | 21,101 | 3,223 | 0.74% | 0.71% | 361 | +109 | 0.52% | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 23,339 | 3,217 | 0.11% | 0.11% | 362 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 20,845 | 3,184 | 0.05% | 0.01% | 363 | +16,957 | 436.14% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 20,754 | 3,172 | 0.02% | 0.02% | 364 | -483 | -2.27% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,665 | 3,156 | 0.06% | 0.05% | 365 | +165 | 0.8% | Q1 2026 | Apr 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 20,582 | 3,144 | 0.06% | 0.1% | 366 | -18,369 | -47.16% | Q1 2026 | May 11, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 20,510 | 3,132 | 1.85% | 1.71% | 367 | -545 | -2.59% | Q1 2026 | Apr 13, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 20,498 | 3,131 | 0.31% | 0.28% | 368 | +245 | 1.21% | Q1 2026 | Apr 30, 2026 |
| Coastline Trust Co | History | Reduced | 20,341 | 3,107 | 0.31% | 0.26% | 369 | -70 | -0.34% | Q1 2026 | Apr 03, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 20,107 | 3,071 | 0.08% | 0.04% | 370 | +7,751 | 62.73% | Q1 2026 | May 14, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 20,019 | 3,057 | 0.61% | 0.5% | 371 | +1,782 | 9.77% | Q1 2026 | Apr 28, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 20,000 | 3,055 | 0.31% | — | 372 | +20,000 | New | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,934 | 3,044 | 0.04% | 0.04% | 373 | -2,780 | -12.24% | Q1 2026 | Apr 24, 2026 |
| EQUITABLE TRUST CO | History | Added to | 19,608 | 2,995 | 0.14% | 0.01% | 374 | +17,417 | 794.93% | Q1 2026 | Apr 30, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 19,344 | 2,954 | 1.64% | 1.57% | 375 | -2,269 | -10.5% | Q1 2026 | May 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 19,091 | 2,916 | 0.28% | 0.26% | 376 | +135 | 0.71% | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 18,910 | 2,888 | 0.04% | 0.02% | 377 | +5,586 | 41.92% | Q1 2026 | May 08, 2026 |
| Beutel, Goodman & Co Ltd. | History | Added to | 18,824 | 2,875 | 0.02% | 0.02% | 378 | +169 | 0.91% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 18,704 | 2,856 | 0.0% | 0.0% | 379 | +25 | 0.13% | Q1 2026 | May 13, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 18,370 | 2,806 | 0.26% | 0.24% | 380 | +276 | 1.53% | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,312 | 2,797 | 0.02% | 0.02% | 381 | +950 | 5.47% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 18,309 | 2,796 | 0.02% | 0.01% | 382 | -3,127 | -14.59% | Q1 2026 | Apr 29, 2026 |
| DV Trading LLC | History | New | 18,068 | 2,759 | 0.07% | — | 383 | +18,068 | New | Q1 2026 | May 15, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 17,906 | 2,735 | 1.14% | 1.04% | 384 | -251 | -1.38% | Q1 2026 | May 13, 2026 |
| INDEPENDENT INVESTORS INC | History | No change | 17,900 | 2,734 | 0.54% | 0.46% | 385 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 17,763 | 2,713 | 0.69% | 0.64% | 386 | -7 | -0.04% | Q1 2026 | May 01, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 17,635 | 2,693 | 0.04% | 0.04% | 387 | -451 | -2.49% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 17,363 | 2,652 | 0.03% | 0.03% | 389 | -2,000 | -10.33% | Q1 2026 | May 08, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 17,366 | 2,652 | 0.55% | 0.51% | 388 | -112 | -0.64% | Q1 2026 | Apr 20, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 17,348 | 2,649 | 0.13% | 0.13% | 390 | -409 | -2.3% | Q1 2026 | May 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 17,332 | 2,647 | 0.09% | 0.08% | 391 | -887 | -4.87% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,301 | 2,642 | 0.02% | 0.02% | 392 | +1,654 | 10.57% | Q1 2026 | May 15, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Reduced | 17,247 | 2,634 | 0.17% | 0.15% | 393 | -100 | -0.58% | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 17,483 | 2,628 | 0.09% | 0.09% | 394 | +1,168 | 7.16% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Reduced | 17,026 | 2,600 | 0.45% | 0.44% | 395 | -108 | -0.63% | Q1 2026 | Apr 24, 2026 |
| Marshall Financial Group, LLC | History | Added to | 16,986 | 2,594 | 0.42% | 0.45% | 396 | +127 | 0.75% | Q1 2026 | Apr 10, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 16,970 | 2,592 | 0.81% | 0.75% | 397 | -249 | -1.45% | Q1 2026 | May 13, 2026 |
| Northside Capital Management, LLC | History | Reduced | 16,884 | 2,579 | 0.23% | 0.35% | 399 | -12,659 | -42.85% | Q1 2026 | Apr 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 16,889 | 2,579 | 0.13% | 0.13% | 398 | +106 | 0.63% | Q1 2026 | May 07, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 16,871 | 2,577 | 0.31% | 0.28% | 400 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 16,798 | 2,565 | 1.13% | 1.2% | 402 | -2,181 | -11.49% | Q1 2026 | May 11, 2026 |
| Abundance Wealth Counselors | History | Reduced | 16,796 | 2,565 | 0.37% | 0.39% | 401 | -131 | -0.77% | Q1 2026 | Apr 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 16,614 | 2,537 | 0.08% | 0.07% | 403 | +59 | 0.36% | Q1 2026 | Apr 08, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 16,592 | 2,534 | 0.41% | 0.32% | 404 | +1,719 | 11.56% | Q1 2026 | May 15, 2026 |
| IAM Advisory, LLC | History | Added to | 16,567 | 2,530 | 0.57% | 0.5% | 405 | +366 | 2.26% | Q1 2026 | Apr 10, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 16,540 | 2,526 | 0.17% | 0.17% | 406 | -838 | -4.82% | Q1 2026 | Apr 20, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 16,503 | 2,520 | 0.11% | 0.09% | 407 | +1,425 | 9.45% | Q1 2026 | Apr 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 16,432 | 2,509 | 0.14% | 0.12% | 408 | +96 | 0.59% | Q1 2026 | May 14, 2026 |
| Palisade Asset Management, LLC | History | No change | 16,409 | 2,506 | 0.25% | 0.22% | 409 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 16,366 | 2,500 | 0.04% | 0.03% | 410 | +3,742 | 29.64% | Q1 2026 | May 07, 2026 |
| Dorsey Wright & Associates | History | New | 16,264 | 2,484 | 0.31% | — | 411 | +16,264 | New | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 16,147 | 2,466 | 0.03% | 0.03% | 412 | -682 | -4.05% | Q1 2026 | May 08, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 15,997 | 2,443 | 0.55% | 0.49% | 413 | -487 | -2.95% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 15,944 | 2,435 | 0.02% | 0.02% | 414 | +8 | 0.05% | Q1 2026 | May 11, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 15,898 | 2,428 | 0.28% | 0.25% | 415 | +242 | 1.55% | Q1 2026 | May 06, 2026 |
| Leo Wealth, LLC | History | Reduced | 15,866 | 2,423 | 0.18% | 0.16% | 416 | -562 | -3.42% | Q1 2026 | May 05, 2026 |
| Ativo Capital Management LLC | History | Added to | 15,831 | 2,418 | 2.1% | 1.53% | 417 | +3,187 | 25.21% | Q1 2026 | May 01, 2026 |
| HEADINVEST, LLC | History | Reduced | 15,725 | 2,401 | 0.49% | 0.45% | 418 | -607 | -3.72% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 15,367 | 2,347 | 0.27% | 0.26% | 419 | -888 | -5.46% | Q1 2026 | May 15, 2026 |
| MAVERICK CAPITAL LTD | History | Added to | 15,247 | 2,328 | 0.03% | 0.02% | 420 | +4,174 | 37.7% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | New | 15,083 | 2,303 | 0.24% | — | 421 | +15,083 | New | Q1 2026 | May 15, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 14,986 | 2,289 | 1.62% | 1.41% | 422 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Altman Advisors, Inc. | History | Reduced | 14,971 | 2,286 | 0.95% | 0.89% | 423 | -2,141 | -12.51% | Q1 2026 | May 05, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 14,947 | 2,283 | 0.12% | 0.09% | 424 | +1,803 | 13.72% | Q1 2026 | Apr 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 14,950 | 2,283 | 0.27% | 0.25% | 425 | -300 | -1.97% | Q1 2026 | Apr 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,833 | 2,265 | 0.02% | 0.02% | 426 | +18 | 0.12% | Q1 2026 | Apr 20, 2026 |
| New Vernon Capital Holdings II LLC | History | Reduced | 14,733 | 2,250 | 1.66% | 1.1% | 427 | -2,178 | -12.88% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Added to | 14,499 | 2,214 | 0.47% | 0.4% | 428 | +2,083 | 16.78% | Q1 2026 | Apr 28, 2026 |
| GREENLEAF TRUST | History | Added to | 14,482 | 2,212 | 0.02% | 0.02% | 429 | +58 | 0.4% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 14,390 | 2,198 | 0.01% | 0.01% | 430 | -1,986 | -12.13% | Q1 2026 | May 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 14,163 | 2,163 | 0.07% | 0.06% | 431 | +1,183 | 9.11% | Q1 2026 | Apr 16, 2026 |
| Csenge Advisory Group | History | Reduced | 14,137 | 2,159 | 0.1% | 0.19% | 432 | -16,127 | -53.29% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 13,896 | 2,122 | 0.05% | 0.05% | 433 | -1,163 | -7.72% | Q1 2026 | Apr 07, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 13,875 | 2,119 | 0.16% | 0.15% | 434 | -145 | -1.03% | Q1 2026 | May 08, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 13,875 | 2,119 | 0.48% | 0.41% | 435 | -50 | -0.36% | Q1 2026 | Apr 23, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 13,835 | 2,113 | 0.5% | 0.55% | 436 | -3,272 | -19.13% | Q1 2026 | Apr 10, 2026 |
| Gibbs Wealth Management | History | Added to | 13,783 | 2,105 | 0.28% | 0.11% | 437 | +10,592 | 331.93% | Q1 2026 | May 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 13,766 | 2,102 | 0.1% | 0.1% | 438 | -352 | -2.49% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 13,748 | 2,100 | 0.04% | 0.05% | 439 | -2,548 | -15.64% | Q1 2026 | Apr 27, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 13,593 | 2,076 | 0.23% | 0.21% | 440 | -5 | -0.04% | Q1 2026 | May 08, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 13,529 | 2,066 | 0.25% | 0.17% | 441 | +3,624 | 36.59% | Q1 2026 | May 06, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 13,520 | 2,065 | 0.22% | 0.18% | 442 | +1,040 | 8.33% | Q1 2026 | Apr 27, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 13,503 | 2,062 | 1.13% | 1.04% | 443 | -46 | -0.34% | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 13,491 | 2,060 | 0.04% | 0.03% | 444 | -1 | -0.01% | Q1 2026 | Apr 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 13,307 | 2,049 | 0.06% | 0.06% | 445 | -5,815 | -30.41% | Q1 2026 | Apr 08, 2026 |
| KAHN BROTHERS GROUP INC | History | Reduced | 13,386 | 2,044 | 0.36% | 0.33% | 446 | -292 | -2.13% | Q1 2026 | May 08, 2026 |
| AIMZ Investment Advisors, LLC | History | Added to | 13,334 | 2,036 | 0.63% | 0.53% | 447 | +6 | 0.05% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 13,308 | 2,032 | 0.09% | 0.08% | 448 | +1,205 | 9.96% | Q1 2026 | Apr 06, 2026 |
| Ascent Group, LLC | History | Added to | 13,293 | 2,030 | 0.07% | 0.06% | 449 | +173 | 1.32% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 13,282 | 2,028 | 0.05% | 0.04% | 450 | -1,144 | -7.93% | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | Reduced | 12,993 | 1,984 | 0.11% | 0.11% | 451 | -1,034 | -7.37% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 12,889 | 1,968 | 0.02% | 0.02% | 452 | -2,077 | -13.88% | Q1 2026 | May 01, 2026 |
| Compass Wealth Management LLC | History | Reduced | 12,847 | 1,962 | 0.48% | 0.45% | 453 | -100 | -0.77% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | Reduced | 12,837 | 1,960 | 0.03% | 0.03% | 454 | -223 | -1.71% | Q1 2026 | Apr 13, 2026 |
| Boit C F David | History | No change | 12,800 | 1,955 | 0.87% | 0.78% | 455 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 12,778 | 1,951 | 0.03% | 0.02% | 456 | +3,290 | 34.68% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 12,763 | 1,949 | 0.02% | 0.02% | 457 | +2,608 | 25.68% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning, LLC | History | New | 12,659 | 1,934 | 0.44% | — | 458 | +12,659 | New | Q1 2026 | May 11, 2026 |
| Arnhold LLC | History | No change | 12,636 | 1,930 | 0.14% | 0.13% | 459 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 12,613 | 1,926 | 0.35% | 0.36% | 460 | -1,705 | -11.91% | Q1 2026 | May 01, 2026 |
| PCM Encore, LLC | History | Added to | 12,612 | 1,926 | 0.4% | 0.35% | 461 | +739 | 6.22% | Q1 2026 | May 12, 2026 |
| First Affirmative Financial Network | History | New | 12,575 | 1,920 | 0.74% | — | 462 | +12,575 | New | Q1 2026 | May 11, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 12,568 | 1,919 | 0.53% | 0.47% | 463 | -205 | -1.6% | Q1 2026 | May 04, 2026 |
| CSM Advisors, LLC | History | Reduced | 12,475 | 1,906 | 0.05% | 0.05% | 464 | -372 | -2.9% | Q1 2026 | May 15, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 12,813 | 1,898 | 0.19% | 0.19% | 465 | -1,264 | -8.98% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Added to | 12,291 | 1,893 | 0.05% | 0.05% | 466 | +3 | 0.02% | Q1 2026 | Apr 14, 2026 |
| Entropy Technologies, LP | History | New | 12,359 | 1,887 | 0.09% | — | 467 | +12,359 | New | Q1 2026 | May 14, 2026 |
| Henshaw Capital LLC | History | Added to | 12,295 | 1,878 | 0.07% | 0.02% | 468 | +7,430 | 152.72% | Q1 2026 | May 28, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | No change | 12,284 | 1,876 | 0.51% | 0.45% | 469 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 12,225 | 1,867 | 0.05% | 0.05% | 470 | +152 | 1.26% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 12,207 | 1,864 | 0.04% | 0.04% | 471 | -1,313 | -9.71% | Q1 2026 | Apr 30, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 12,125 | 1,852 | 0.01% | 0.01% | 472 | -900 | -6.91% | Q1 2026 | May 15, 2026 |
| Value Partners Investments Inc. | History | Added to | 12,121 | 1,851 | 0.14% | 0.12% | 473 | +1,111 | 10.09% | Q1 2026 | Apr 21, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 12,115 | 1,850 | 0.02% | 0.02% | 474 | -94 | -0.77% | Q1 2026 | May 14, 2026 |
| HF Advisory Group, LLC | History | Added to | 12,014 | 1,835 | 0.63% | 0.57% | 475 | +113 | 0.95% | Q1 2026 | Apr 21, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 12,000 | 1,833 | 0.1% | 0.12% | 476 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ellevest, Inc. | History | Added to | 11,912 | 1,819 | 0.25% | 0.19% | 477 | +1,995 | 20.12% | Q1 2026 | May 11, 2026 |
| Carnegie Investment Counsel | History | Reduced | 11,859 | 1,811 | 0.04% | 0.03% | 478 | -575 | -4.62% | Q1 2026 | May 01, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 11,831 | 1,807 | 0.25% | 0.07% | 479 | +8,720 | 280.3% | Q1 2026 | Apr 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 11,800 | 1,802 | 0.08% | 0.1% | 480 | -1,967 | -14.29% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,769 | 1,797 | 0.02% | 0.02% | 481 | +3,788 | 47.46% | Q1 2026 | May 12, 2026 |
| Glass Wealth Management Co LLC | History | Added to | 11,730 | 1,791 | 0.69% | 0.66% | 482 | +45 | 0.39% | Q1 2026 | May 01, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 11,444 | 1,748 | 0.11% | 0.1% | 483 | +176 | 1.56% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 11,436 | 1,746 | 0.05% | 0.05% | 484 | -131 | -1.13% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,411 | 1,743 | 0.04% | 0.04% | 485 | +961 | 9.2% | Q1 2026 | May 11, 2026 |
| INTRUST BANK NA | History | Added to | 11,348 | 1,733 | 0.14% | 0.12% | 486 | +438 | 4.01% | Q1 2026 | May 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 11,333 | 1,731 | 0.01% | 0.01% | 487 | -333 | -2.85% | Q1 2026 | May 15, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 11,327 | 1,730 | 0.5% | 0.46% | 488 | -153 | -1.33% | Q1 2026 | Apr 20, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 11,294 | 1,725 | 0.07% | 0.07% | 489 | -18 | -0.16% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 11,292 | 1,724 | 0.02% | 0.02% | 490 | -805 | -6.65% | Q1 2026 | Apr 16, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 11,225 | 1,714 | 0.02% | 0.02% | 491 | +117 | 1.05% | Q1 2026 | May 05, 2026 |
| TrueMark Investments, LLC | History | Added to | 11,175 | 1,706 | 0.33% | 0.26% | 492 | +1,375 | 14.03% | Q1 2026 | Apr 20, 2026 |
| OPAL CAPITAL LLC | History | Added to | 11,175 | 1,706 | 0.3% | 0.34% | 493 | +1,214 | 12.19% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 11,162 | 1,705 | 0.03% | 0.03% | 494 | +710 | 6.79% | Q1 2026 | May 07, 2026 |
| Kentucky Trust Co | History | Reduced | 11,137 | 1,701 | 0.89% | 0.89% | 495 | -1,000 | -8.24% | Q1 2026 | Apr 17, 2026 |
| CMH Wealth Management LLC | History | New | 11,053 | 1,688 | 0.29% | — | 496 | +11,053 | New | Q1 2026 | Apr 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 10,991 | 1,678 | 0.02% | 0.02% | 497 | -403 | -3.54% | Q1 2026 | May 15, 2026 |
| Advisory Resource Group | History | Reduced | 10,826 | 1,653 | 0.28% | 0.28% | 498 | -630 | -5.5% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,794 | 1,648 | 0.03% | 0.02% | 499 | +343 | 3.28% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,778 | 1,646 | 0.06% | 0.03% | 500 | +201 | 1.9% | Q1 2026 | Apr 23, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 10,767 | 1,644 | 0.1% | 0.08% | 501 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 10,750 | 1,642 | 0.32% | 0.3% | 502 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 10,730 | 1,639 | 2.47% | 2.75% | 503 | -2,484 | -18.8% | Q1 2026 | May 05, 2026 |
| Drexel Morgan & Co. | History | No change | 10,720 | 1,637 | 0.24% | 0.23% | 504 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,643 | 1,625 | 0.06% | 0.05% | 505 | +139 | 1.32% | Q1 2026 | May 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 10,627 | 1,623 | 0.11% | 0.09% | 506 | +592 | 5.9% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 10,604 | 1,619 | 0.03% | 0.03% | 507 | -316 | -2.89% | Q1 2026 | May 15, 2026 |
| Smart Money Group LLC | History | Added to | 10,591 | 1,617 | 0.47% | 0.39% | 508 | +780 | 7.95% | Q1 2026 | May 05, 2026 |
| Walsky Investment Management, Inc. | History | Added to | 10,572 | 1,614 | 1.65% | 1.42% | 509 | +470 | 4.65% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 10,552 | 1,611 | 0.22% | 0.14% | 510 | +2,946 | 38.73% | Q1 2026 | May 12, 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | History | New | 10,533 | 1,608 | 0.73% | — | 511 | +10,533 | New | Q1 2026 | Apr 13, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 10,458 | 1,597 | 0.32% | 0.29% | 512 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SOMERVILLE KURT F | History | Reduced | 10,438 | 1,594 | 0.42% | 0.26% | 513 | -540 | -4.92% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 10,412 | 1,590 | 0.01% | 0.04% | 514 | -87,109 | -89.32% | Q1 2026 | May 14, 2026 |
| Foyston, Gordon & Payne Inc | History | Added to | 10,331 | 1,578 | 0.36% | 0.31% | 515 | +135 | 1.32% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 10,270 | 1,568 | 0.15% | 0.15% | 516 | +1,756 | 20.62% | Q1 2026 | Apr 06, 2026 |
| AE Wealth Management LLC | History | Added to | 10,249 | 1,565 | 0.01% | 0.01% | 517 | +605 | 6.27% | Q1 2026 | May 13, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 11,325 | 1,561 | 1.01% | 1.01% | 518 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 10,149 | 1,550 | 0.02% | 0.01% | 519 | +29 | 0.29% | Q1 2026 | Apr 13, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 10,249 | 1,534 | 0.09% | 0.1% | 520 | -870 | -7.82% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 10,027 | 1,531 | 0.05% | 0.05% | 521 | -1,216 | -10.82% | Q1 2026 | Apr 24, 2026 |
| Osprey Private Wealth LLC | History | No change | 10,000 | 1,527 | 0.44% | 0.4% | 522 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Added to | 9,953 | 1,520 | 0.02% | 0.01% | 523 | +4,343 | 77.42% | Q1 2026 | Apr 20, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 9,950 | 1,519 | 0.59% | 0.51% | 524 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 9,937 | 1,517 | 0.02% | 0.02% | 525 | -1,080 | -9.8% | Q1 2026 | May 05, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 9,899 | 1,512 | 0.35% | 0.08% | 526 | +7,515 | 315.23% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 9,864 | 1,506 | 0.03% | 0.02% | 527 | +51 | 0.52% | Q1 2026 | Apr 21, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 9,838 | 1,502 | 0.03% | 0.02% | 528 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,799 | 1,496 | 0.02% | 0.02% | 529 | +2,402 | 32.47% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,719 | 1,484 | 0.02% | 0.01% | 530 | +133 | 1.39% | Q1 2026 | Apr 28, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 9,716 | 1,484 | 0.03% | 0.03% | 531 | +14 | 0.14% | Q1 2026 | Apr 29, 2026 |
| Qtron Investments LLC | History | Added to | 9,702 | 1,481 | 0.2% | 0.17% | 532 | +5 | 0.05% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 9,594 | 1,465 | 0.08% | 0.14% | 533 | -6,636 | -40.89% | Q1 2026 | Apr 29, 2026 |
| PDS Planning, Inc | History | Added to | 9,528 | 1,455 | 0.1% | 0.09% | 534 | +3 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 9,519 | 1,454 | 0.01% | — | 536 | +9,519 | New | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 9,378 | 1,454 | 0.02% | 0.03% | 535 | -663 | -6.6% | Q1 2026 | May 14, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 9,513 | 1,453 | 0.56% | 0.55% | 538 | -1,216 | -11.33% | Q1 2026 | Apr 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 9,513 | 1,453 | 0.03% | 0.02% | 537 | +1,137 | 13.57% | Q1 2026 | May 04, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 9,487 | 1,449 | 0.05% | 0.04% | 539 | -316 | -3.22% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 9,467 | 1,446 | 0.02% | 0.01% | 540 | -55 | -0.58% | Q1 2026 | May 05, 2026 |
| Welch Group, LLC | History | Reduced | 9,466 | 1,445 | 0.05% | 0.05% | 541 | -190 | -1.97% | Q1 2026 | Apr 21, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 9,357 | 1,429 | 0.04% | 0.04% | 542 | -84 | -0.89% | Q1 2026 | May 11, 2026 |
| NOVEM GROUP | History | Reduced | 9,342 | 1,426 | 0.16% | 0.16% | 543 | -583 | -5.87% | Q1 2026 | Apr 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 9,315 | 1,422 | 0.05% | 0.02% | 544 | -242 | -2.53% | Q1 2026 | Apr 29, 2026 |
| PEAK6 LLC | History | Reduced | 9,279 | 1,417 | 0.0% | 0.01% | 545 | -36,257 | -79.62% | Q1 2026 | May 13, 2026 |
| LCNB CORP | History | Added to | 9,248 | 1,412 | 0.47% | 0.43% | 546 | +42 | 0.46% | Q1 2026 | May 11, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 9,169 | 1,400 | 0.32% | 0.29% | 547 | -100 | -1.08% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 9,143 | 1,396 | 0.04% | 0.04% | 548 | +1,331 | 17.04% | Q1 2026 | May 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 9,098 | 1,389 | 0.05% | 0.04% | 549 | -61 | -0.67% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 9,094 | 1,389 | 0.94% | 0.83% | 550 | +60 | 0.66% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 9,093 | 1,388 | 0.11% | 0.1% | 551 | -134 | -1.45% | Q1 2026 | May 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 9,074 | 1,386 | 0.01% | 0.01% | 552 | +1,032 | 12.83% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,073 | 1,385 | 0.08% | 0.07% | 553 | +152 | 1.7% | Q1 2026 | Apr 24, 2026 |
| Elser Financial Planning, Inc | History | New | 8,978 | 1,380 | 0.07% | — | 554 | +8,978 | New | Q1 2026 | Apr 15, 2026 |
| May Hill Capital, LLC | History | Added to | 9,019 | 1,377 | 0.35% | 0.28% | 555 | +1,404 | 18.44% | Q1 2026 | May 06, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,983 | 1,372 | 0.12% | 0.1% | 556 | -3,016 | -25.14% | Q1 2026 | May 14, 2026 |
| Cambridge Advisors Inc. | History | No change | 8,975 | 1,370 | 0.27% | 0.24% | 557 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 8,929 | 1,363 | 0.05% | 0.04% | 558 | +132 | 1.5% | Q1 2026 | May 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 9,863 | 1,359 | 0.06% | 0.06% | 559 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 8,890 | 1,358 | 0.0% | 0.0% | 560 | +116 | 1.32% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 9,844 | 1,357 | 0.04% | 0.04% | 561 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beaton Management Co. Inc. | History | No change | 8,873 | 1,355 | 0.6% | 0.54% | 562 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 8,868 | 1,354 | 0.03% | 0.03% | 563 | -479 | -5.12% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 8,801 | 1,344 | 0.05% | 0.04% | 564 | +126 | 1.45% | Q1 2026 | Apr 17, 2026 |
| XY Capital Ltd | History | Added to | 8,770 | 1,339 | 1.33% | 0.24% | 565 | +5,970 | 213.21% | Q1 2026 | May 12, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 8,726 | 1,332 | 0.26% | 0.38% | 567 | -4,869 | -35.81% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 8,726 | 1,332 | 0.16% | 0.17% | 566 | -1,644 | -15.85% | Q1 2026 | Apr 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 8,660 | 1,322 | 0.02% | 0.01% | 568 | +4,041 | 87.49% | Q1 2026 | Apr 21, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 8,623 | 1,317 | 0.01% | — | 569 | +8,623 | New | Q1 2026 | May 12, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 8,615 | 1,315 | 0.6% | 0.61% | 570 | -1,040 | -10.77% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,595 | 1,312 | 0.01% | 0.01% | 571 | +755 | 9.63% | Q1 2026 | May 08, 2026 |
| Kensington Investment Counsel, LLC | History | Reduced | 8,470 | 1,293 | 0.62% | 0.49% | 572 | -277 | -3.17% | Q1 2026 | May 18, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 8,428 | 1,287 | 0.08% | 0.06% | 573 | +7 | 0.08% | Q1 2026 | Apr 28, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 8,415 | 1,285 | 0.21% | 0.18% | 574 | +201 | 2.45% | Q1 2026 | Apr 24, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 8,370 | 1,278 | 0.35% | 0.33% | 575 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Reduced | 8,353 | 1,275 | 0.02% | 0.02% | 576 | -301 | -3.48% | Q1 2026 | Apr 07, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 8,316 | 1,270 | 0.46% | 0.47% | 577 | -150 | -1.77% | Q1 2026 | May 11, 2026 |
| YANKCOM Partnership | History | Reduced | 8,313 | 1,269 | 0.52% | 0.5% | 578 | -186 | -2.19% | Q1 2026 | Apr 20, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 8,267 | 1,262 | 0.07% | 0.06% | 579 | +966 | 13.23% | Q1 2026 | May 11, 2026 |
| Simmons Bank | History | Reduced | 8,233 | 1,257 | 0.08% | 0.08% | 580 | -80 | -0.96% | Q1 2026 | Apr 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 8,167 | 1,247 | 0.07% | 0.06% | 581 | +308 | 3.92% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 8,153 | 1,245 | 0.01% | 0.03% | 582 | +307 | 3.91% | Q1 2026 | May 12, 2026 |
| Guardian Partners Inc. | History | Reduced | 8,091 | 1,238 | 0.1% | 0.1% | 583 | -49 | -0.6% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 8,100 | 1,237 | 0.0% | 0.0% | 584 | +2,900 | 55.77% | Q1 2026 | May 11, 2026 |
| Independence Bank of Kentucky | History | Reduced | 8,082 | 1,234 | 0.16% | 0.14% | 585 | -153 | -1.86% | Q1 2026 | Apr 30, 2026 |
| RD Lewis Holdings, Inc. | History | Reduced | 7,916 | 1,227 | 1.06% | 1.02% | 586 | -75 | -0.94% | Q1 2026 | Apr 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 8,002 | 1,222 | 0.03% | 0.03% | 587 | -2,846 | -26.24% | Q1 2026 | May 08, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 7,988 | 1,220 | 1.46% | 1.57% | 588 | -3,735 | -31.86% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 7,977 | 1,218 | 0.01% | 0.01% | 589 | -825 | -9.37% | Q1 2026 | May 01, 2026 |
| Five Oceans Advisors | History | No change | 7,908 | 1,207 | 0.44% | 0.39% | 590 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Lantz Financial LLC | History | Added to | 7,900 | 1,206 | 0.25% | 0.19% | 591 | +1,358 | 20.76% | Q1 2026 | Apr 09, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 7,871 | 1,202 | 0.2% | 0.18% | 592 | +410 | 5.5% | Q1 2026 | May 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 7,861 | 1,200 | 0.06% | 0.05% | 594 | +215 | 2.81% | Q1 2026 | Apr 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 7,859 | 1,200 | 0.16% | 0.15% | 593 | -30 | -0.38% | Q1 2026 | Apr 15, 2026 |
| AdvisorShares Investments LLC | History | New | 7,810 | 1,192 | 0.22% | — | 596 | +7,810 | New | Q1 2026 | Apr 28, 2026 |
| Clarius Group, LLC | History | No change | 8,652 | 1,192 | 0.07% | 0.07% | 595 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 7,669 | 1,171 | 0.12% | 0.11% | 597 | -50 | -0.65% | Q1 2026 | Apr 28, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 7,646 | 1,167 | 0.22% | 0.2% | 598 | +26 | 0.34% | Q1 2026 | Apr 28, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 7,605 | 1,161 | 0.19% | 0.22% | 599 | -2,613 | -25.57% | Q1 2026 | Apr 24, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 7,594 | 1,159 | 0.12% | 0.1% | 600 | +408 | 5.68% | Q1 2026 | May 07, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 7,556 | 1,154 | 1.05% | 0.99% | 601 | -409 | -5.13% | Q1 2026 | May 08, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 7,542 | 1,151 | 0.46% | 0.41% | 602 | -93 | -1.22% | Q1 2026 | May 26, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,484 | 1,143 | 0.04% | 0.05% | 603 | -1,315 | -14.94% | Q1 2026 | May 14, 2026 |
| Kennon-Green & Company, LLC | History | Reduced | 7,457 | 1,139 | 0.93% | 0.82% | 604 | -50 | -0.67% | Q1 2026 | Apr 27, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 7,724 | 1,137 | 0.18% | 0.19% | 605 | -155 | -1.97% | Q1 2026 | Apr 23, 2026 |
| Bridgefront Capital, LLC | History | New | 7,404 | 1,130 | 0.28% | — | 606 | +7,404 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,353 | 1,123 | 0.04% | 0.04% | 607 | +137 | 1.9% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,856 | 1,122 | 0.02% | — | 608 | +7,856 | New | Q1 2026 | May 01, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Reduced | 7,293 | 1,114 | 0.6% | 0.47% | 610 | -281 | -3.71% | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | No change | 8,081 | 1,114 | 0.07% | 0.07% | 609 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 7,292 | 1,113 | 0.04% | 0.04% | 611 | -597 | -7.57% | Q1 2026 | May 11, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 7,274 | 1,111 | 0.03% | 0.03% | 612 | -12 | -0.16% | Q1 2026 | May 01, 2026 |
| New Hampshire Trust | History | Reduced | 7,174 | 1,095 | 0.22% | 0.22% | 613 | -1,048 | -12.75% | Q1 2026 | Apr 20, 2026 |
| Applied Finance Capital Management, LLC | History | Reduced | 7,171 | 1,095 | 0.08% | 0.07% | 614 | -181 | -2.46% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,122 | 1,087 | 0.01% | 0.01% | 615 | +707 | 11.02% | Q1 2026 | May 13, 2026 |
| St. Clair Advisors, LLC | History | No change | 7,092 | 1,083 | 0.29% | 0.25% | 616 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 7,098 | 1,078 | 0.0% | — | 619 | +7,098 | New | Q1 2026 | May 01, 2026 |
| Keystone Financial Services | History | Reduced | 7,059 | 1,078 | 0.32% | 0.33% | 618 | -849 | -10.74% | Q1 2026 | May 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 6,998 | 1,078 | 0.01% | 0.01% | 617 | +22 | 0.32% | Q1 2026 | Apr 13, 2026 |
| SouthState Bank Corp | History | No change | 7,022 | 1,072 | 0.05% | 0.04% | 620 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Reduced | 6,929 | 1,058 | 0.02% | 0.02% | 621 | -61 | -0.87% | Q1 2026 | Apr 17, 2026 |
| Kimelman & Baird, LLC | History | No change | 6,850 | 1,046 | 0.09% | 0.07% | 622 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 6,847 | 1,045 | 0.12% | 0.11% | 623 | +4 | 0.06% | Q1 2026 | Apr 21, 2026 |
| HUTNER CAPITAL MANAGEMENT INC | History | Added to | 6,834 | 1,043 | 0.43% | 0.39% | 624 | +2 | 0.03% | Q1 2026 | May 15, 2026 |
| Covenant Partners, LLC | History | No change | 7,542 | 1,039 | 0.3% | 0.3% | 625 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Avior Wealth Management, LLC | History | Added to | 6,801 | 1,038 | 0.03% | 0.03% | 626 | +431 | 6.77% | Q1 2026 | Apr 09, 2026 |
| StrongBox Wealth, LLC | History | No change | 6,789 | 1,037 | 0.33% | 0.31% | 627 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 6,770 | 1,034 | 0.02% | 0.07% | 629 | -15,065 | -68.99% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 6,772 | 1,034 | 0.0% | 0.0% | 628 | +98 | 1.47% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Reduced | 6,692 | 1,033 | 0.03% | 0.04% | 630 | -724 | -9.76% | Q1 2026 | Apr 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 6,726 | 1,027 | 0.09% | 0.08% | 631 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 6,716 | 1,025 | 0.11% | 0.08% | 632 | +225 | 3.47% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 6,697 | 1,023 | 0.05% | 0.04% | 634 | +913 | 15.78% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 6,702 | 1,023 | 0.0% | 0.0% | 633 | -464 | -6.48% | Q1 2026 | May 15, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 6,698 | 1,023 | 0.3% | 0.28% | 635 | -55 | -0.81% | Q1 2026 | Apr 24, 2026 |
| HUB Investment Partners, LLC | History | Added to | 6,658 | 1,017 | 0.02% | 0.02% | 638 | +2,017 | 43.46% | Q1 2026 | May 15, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 6,658 | 1,017 | 0.26% | 0.21% | 639 | +297 | 4.67% | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 6,664 | 1,017 | 0.01% | 0.01% | 637 | -11 | -0.16% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | No change | 6,664 | 1,017 | 0.04% | 0.04% | 636 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,614 | 1,010 | 0.01% | 0.01% | 640 | +162 | 2.51% | Q1 2026 | Apr 28, 2026 |
| Marotta Asset Management | History | Reduced | 6,491 | 1,006 | 0.19% | 0.17% | 641 | -3 | -0.05% | Q1 2026 | Apr 27, 2026 |
| Madson Wealth Advisors Inc | History | New | 6,559 | 1,001 | 0.83% | — | 642 | +6,559 | New | Q1 2026 | Apr 21, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 6,503 | 997 | 0.14% | 0.16% | 643 | +533 | 8.93% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,504 | 993 | 0.03% | 0.02% | 644 | +2,681 | 70.13% | Q1 2026 | May 15, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 6,490 | 991 | 0.24% | 0.22% | 645 | -150 | -2.26% | Q1 2026 | Apr 22, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 6,486 | 990 | 0.03% | 0.03% | 646 | +44 | 0.68% | Q1 2026 | Apr 22, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 6,455 | 985 | 0.09% | 0.08% | 647 | -132 | -2.0% | Q1 2026 | Apr 24, 2026 |
| SYKON CAPITAL LLC | History | No change | 6,403 | 978 | 0.33% | 0.28% | 648 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CONNABLE OFFICE INC | History | New | 6,401 | 977 | 0.1% | — | 649 | +6,401 | New | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,394 | 976 | 0.09% | 0.08% | 651 | +108 | 1.72% | Q1 2026 | Apr 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 6,392 | 976 | 0.04% | 0.03% | 650 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 6,362 | 971 | 0.01% | 0.01% | 652 | +541 | 9.29% | Q1 2026 | Apr 13, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 6,340 | 968 | 0.06% | 0.07% | 653 | -619 | -8.89% | Q1 2026 | Apr 28, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 6,273 | 958 | 0.37% | 0.34% | 654 | -104 | -1.63% | Q1 2026 | May 05, 2026 |
| Frec Markets, Inc. | History | Added to | 6,262 | 956 | 0.16% | 0.19% | 655 | +1,455 | 30.27% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 6,249 | 954 | 0.08% | 0.08% | 656 | -225 | -3.48% | Q1 2026 | Apr 22, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 6,234 | 952 | 0.0% | 0.01% | 657 | -4,531 | -42.09% | Q1 2026 | May 08, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 6,221 | 950 | 0.04% | 0.03% | 658 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| West Family Investments, Inc. | History | Reduced | 6,203 | 947 | 0.33% | 0.41% | 659 | -6,519 | -51.24% | Q1 2026 | May 07, 2026 |
| Arvest Bank Trust Division | History | Added to | 6,176 | 943 | 0.05% | 0.04% | 660 | +454 | 7.93% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | Reduced | 6,171 | 942 | 0.08% | 0.07% | 662 | -474 | -7.13% | Q1 2026 | Apr 01, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 6,835 | 942 | 0.21% | 0.21% | 661 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 6,164 | 941 | 0.05% | 0.04% | 663 | +1,524 | 32.84% | Q1 2026 | Apr 29, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 6,153 | 939 | 0.06% | 0.05% | 664 | +247 | 4.18% | Q1 2026 | Apr 17, 2026 |
| MOTCO | History | Reduced | 6,145 | 938 | 0.09% | 0.08% | 665 | -74 | -1.19% | Q1 2026 | Apr 22, 2026 |
| Investment Research Partners LLC | History | Reduced | 6,123 | 935 | 0.38% | 0.37% | 666 | -72 | -1.16% | Q1 2026 | Apr 29, 2026 |
| Trust Point Inc. | History | Added to | 6,112 | 933 | 0.08% | 0.06% | 667 | +616 | 11.21% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,093 | 930 | 0.07% | 0.05% | 668 | +860 | 16.43% | Q1 2026 | May 12, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 6,073 | 927 | 0.51% | 0.74% | 669 | -3,436 | -36.13% | Q1 2026 | Apr 09, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 6,052 | 924 | 0.46% | 0.23% | 671 | +7 | 0.12% | Q1 2026 | Apr 20, 2026 |
| SCHULHOFF & CO INC | History | No change | 6,050 | 924 | 0.38% | 0.35% | 670 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 6,038 | 922 | 0.29% | 0.26% | 672 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,035 | 921 | 0.01% | 0.01% | 673 | -221 | -3.53% | Q1 2026 | May 01, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 6,007 | 917 | 0.54% | — | 674 | +6,007 | New | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 6,002 | 916 | 0.04% | 0.06% | 675 | -3,423 | -36.32% | Q1 2026 | May 04, 2026 |
| Peoples Bank/KS | History | Reduced | 5,990 | 914 | 0.92% | 0.84% | 676 | -40 | -0.66% | Q1 2026 | Apr 15, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 5,976 | 912 | 0.36% | 0.31% | 677 | -2 | -0.03% | Q1 2026 | Apr 22, 2026 |
| Cypress Capital Group | History | Reduced | 5,941 | 907 | 0.1% | 0.09% | 678 | -25 | -0.42% | Q1 2026 | May 15, 2026 |
| Bradyco, Inc. | History | No change | 5,841 | 892 | 0.69% | 1.0% | 679 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 5,838 | 891 | 0.1% | 0.11% | 681 | -1,041 | -15.13% | Q1 2026 | Apr 24, 2026 |
| FULTON BANK, N.A. | History | Reduced | 5,834 | 891 | 0.03% | 0.03% | 680 | -765 | -11.59% | Q1 2026 | Apr 24, 2026 |
| Calydon Capital | History | Added to | 5,806 | 886 | 0.14% | 0.13% | 682 | +79 | 1.38% | Q1 2026 | May 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 5,794 | 885 | 0.13% | 0.13% | 683 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 5,784 | 883 | 0.1% | 0.08% | 684 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,780 | 882 | 0.02% | 0.02% | 685 | +414 | 7.72% | Q1 2026 | May 13, 2026 |
| Steadtrust LLC | History | Added to | 5,767 | 880 | 0.5% | 0.49% | 686 | +25 | 0.44% | Q1 2026 | Apr 15, 2026 |
| Radnor Capital Management, LLC | History | No change | 5,725 | 874 | 0.13% | 0.12% | 687 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Davis Investment Partners, LLC | History | New | 5,658 | 864 | 0.31% | — | 688 | +5,658 | New | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 5,640 | 861 | 0.09% | 0.06% | 689 | +1,344 | 31.28% | Q1 2026 | May 11, 2026 |
| CREDIT AGRICOLE S A | History | New | 5,636 | 860 | 0.0% | — | 690 | +5,636 | New | Q1 2026 | May 15, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 5,610 | 857 | 0.06% | 0.06% | 691 | -800 | -12.48% | Q1 2026 | Apr 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 5,594 | 854 | 0.04% | 0.04% | 692 | -727 | -11.5% | Q1 2026 | May 18, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,576 | 851 | 0.07% | 0.06% | 693 | +193 | 3.59% | Q1 2026 | May 13, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 5,575 | 851 | 0.76% | 0.69% | 694 | -132 | -2.31% | Q1 2026 | Apr 21, 2026 |
| Diversified Trust Co | History | Reduced | 5,554 | 848 | 0.02% | 0.01% | 695 | -101 | -1.79% | Q1 2026 | Apr 16, 2026 |
| Penbrook Management LLC | History | Reduced | 5,540 | 846 | 0.64% | 0.53% | 696 | -70 | -1.25% | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | No change | 5,542 | 846 | 0.09% | 0.09% | 697 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 5,533 | 845 | 0.64% | 0.75% | 698 | -1,670 | -23.18% | Q1 2026 | Apr 24, 2026 |
| Aureus Asset Management, LLC | History | Added to | 5,495 | 839 | 0.06% | 0.04% | 699 | +1,183 | 27.44% | Q1 2026 | May 13, 2026 |
| Altus Wealth Group LLC | History | Reduced | 5,458 | 833 | 0.34% | 0.3% | 700 | -40 | -0.73% | Q1 2026 | Apr 27, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 5,436 | 830 | 0.03% | 0.02% | 701 | +339 | 6.65% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 5,440 | 830 | 0.05% | 0.04% | 702 | +303 | 5.9% | Q1 2026 | Apr 30, 2026 |
| Diesslin Group, Inc. | History | No change | 5,434 | 830 | 0.37% | 0.3% | 703 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 5,416 | 827 | 0.25% | 0.2% | 704 | +545 | 11.19% | Q1 2026 | Apr 28, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 5,410 | 826 | 0.34% | 0.31% | 705 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 5,383 | 822 | 0.11% | 0.1% | 706 | +1,059 | 24.49% | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | Reduced | 5,386 | 822 | 0.81% | 0.87% | 707 | -937 | -14.82% | Q1 2026 | May 15, 2026 |
| Texas Bank & Trust Co | History | Reduced | 5,378 | 821 | 0.31% | 0.33% | 709 | -1,205 | -18.3% | Q1 2026 | Apr 30, 2026 |
| XML Financial, LLC | History | Reduced | 5,376 | 821 | 0.07% | 0.06% | 708 | -110 | -2.01% | Q1 2026 | Apr 16, 2026 |
| Summit Financial, LLC | History | Added to | 5,353 | 817 | 0.01% | 0.01% | 710 | +846 | 18.77% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,342 | 815 | 0.02% | 0.02% | 711 | +605 | 12.77% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,322 | 813 | 0.05% | 0.04% | 712 | +272 | 5.39% | Q1 2026 | May 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 5,319 | 812 | 0.36% | 0.35% | 713 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Forza Wealth Management, LLC | History | No change | 5,274 | 805 | 0.28% | 0.26% | 714 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,253 | 802 | 0.01% | 0.01% | 715 | +317 | 6.42% | Q1 2026 | May 12, 2026 |
| Kennebec Savings Bank | History | Reduced | 5,253 | 802 | 0.72% | 0.63% | 716 | -63 | -1.19% | Q1 2026 | Apr 17, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 5,232 | 799 | 0.37% | 0.34% | 717 | -26 | -0.49% | Q1 2026 | Apr 15, 2026 |
| Banco de Sabadell, S.A | History | Reduced | 5,281 | 796 | 0.53% | 0.51% | 718 | -389 | -6.86% | Q1 2026 | May 08, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 5,196 | 793 | 0.01% | 0.01% | 719 | -134 | -2.51% | Q1 2026 | May 11, 2026 |
| E&G Advisors, LP | History | Reduced | 5,177 | 790 | 0.18% | 0.16% | 720 | -104 | -1.97% | Q1 2026 | Apr 21, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 5,123 | 782 | 0.05% | 0.05% | 721 | +265 | 5.45% | Q1 2026 | May 12, 2026 |
| DF DENT & CO INC | History | Added to | 5,115 | 781 | 0.01% | 0.01% | 722 | +1,784 | 53.56% | Q1 2026 | May 15, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 5,081 | 776 | 0.22% | 0.21% | 723 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Monument Capital Management | History | Added to | 5,076 | 775 | 0.19% | 0.15% | 724 | +690 | 15.73% | Q1 2026 | Apr 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 5,022 | 767 | 0.03% | 0.02% | 726 | +1,307 | 35.18% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,025 | 767 | 0.02% | 0.01% | 725 | +1,163 | 30.11% | Q1 2026 | May 15, 2026 |
| CFO4Life Group, LLC | History | Reduced | 5,010 | 765 | 0.12% | 0.11% | 727 | -699 | -12.24% | Q1 2026 | May 11, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 5,012 | 765 | 0.13% | 0.12% | 728 | +35 | 0.7% | Q1 2026 | Apr 23, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 5,007 | 764 | 0.19% | 0.16% | 730 | +305 | 6.49% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,004 | 764 | 0.02% | 0.02% | 729 | +22 | 0.44% | Q1 2026 | Apr 29, 2026 |
| REXFORD CAPITAL INC | History | Added to | 5,002 | 764 | 0.54% | 0.52% | 731 | +8 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Payne Capital LLC | History | No change | 5,000 | 763 | 0.7% | 0.7% | 732 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 5,021 | 756 | 0.02% | 0.03% | 733 | -2,192 | -30.39% | Q1 2026 | May 13, 2026 |
| One Wealth Advisors, LLC | History | Added to | 4,955 | 756 | 0.09% | 0.08% | 734 | +59 | 1.21% | Q1 2026 | Apr 21, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 4,941 | 754 | 0.08% | 0.08% | 735 | +450 | 10.02% | Q1 2026 | May 14, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 4,933 | 753 | 0.71% | — | 736 | +4,933 | New | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,925 | 752 | 0.01% | 0.01% | 737 | -473 | -8.76% | Q1 2026 | May 06, 2026 |
| BURNS J W & CO INC/NY | History | No change | 4,918 | 751 | 0.09% | 0.08% | 738 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 4,892 | 747 | 0.01% | 0.01% | 739 | +913 | 22.95% | Q1 2026 | May 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 5,120 | 744 | 0.39% | 0.36% | 741 | -396 | -7.18% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4,875 | 744 | 0.04% | 0.04% | 740 | -47 | -0.95% | Q1 2026 | Apr 20, 2026 |
| BXM Wealth LLC | History | Reduced | 4,840 | 739 | 0.57% | 0.52% | 742 | -37,977 | -88.7% | Q1 2026 | Apr 23, 2026 |
| Essex Bank | History | Added to | 4,814 | 735 | 0.16% | 0.14% | 743 | +2 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,799 | 733 | 0.0% | 0.0% | 744 | +244 | 5.36% | Q1 2026 | May 13, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 4,772 | 728 | 0.04% | 0.04% | 745 | -28 | -0.58% | Q1 2026 | May 07, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 4,767 | 728 | 0.49% | 0.43% | 746 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,842 | 727 | 0.05% | 0.04% | 747 | -1,944 | -28.65% | Q1 2026 | Apr 24, 2026 |
| Veracity Capital LLC | History | Added to | 4,756 | 726 | 0.26% | 0.15% | 750 | +990 | 26.29% | Q1 2026 | Apr 09, 2026 |
| Net Worth Advisory Group | History | Reduced | 4,756 | 726 | 0.15% | 0.14% | 749 | -283 | -5.62% | Q1 2026 | May 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 4,758 | 726 | 0.02% | 0.02% | 748 | +120 | 2.59% | Q1 2026 | Apr 21, 2026 |
| Greenspring Advisors, LLC | History | Added to | 4,733 | 722 | 0.04% | 0.04% | 751 | +437 | 10.17% | Q1 2026 | May 04, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 4,733 | 722 | 0.07% | 0.07% | 752 | -100 | -2.07% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 4,716 | 720 | 0.02% | 0.02% | 753 | -381 | -7.47% | Q1 2026 | May 04, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 4,700 | 717 | 0.06% | 0.04% | 754 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 4,682 | 715 | 0.08% | 0.07% | 755 | -13 | -0.28% | Q1 2026 | May 04, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 4,680 | 714 | 0.35% | 0.33% | 756 | +10 | 0.21% | Q1 2026 | Apr 17, 2026 |
| Convergence Financial, LLC | History | Added to | 4,670 | 713 | 0.08% | 0.05% | 757 | +2,224 | 90.92% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 4,649 | 710 | 0.04% | 0.03% | 758 | +18 | 0.39% | Q1 2026 | May 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 4,646 | 709 | 0.04% | 0.03% | 759 | +155 | 3.45% | Q1 2026 | Apr 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 4,634 | 707 | 0.16% | 0.15% | 760 | +522 | 12.69% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,616 | 705 | 0.03% | — | 761 | +4,616 | New | Q1 2026 | May 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | New | 4,605 | 703 | 0.12% | — | 762 | +4,605 | New | Q1 2026 | Apr 17, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 4,602 | 702 | 0.12% | 0.13% | 763 | -571 | -11.04% | Q1 2026 | Apr 08, 2026 |
| Rossmore Private Capital | History | Reduced | 4,581 | 699 | 0.06% | 0.06% | 764 | -146 | -3.09% | Q1 2026 | May 01, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 4,552 | 695 | 0.1% | 0.13% | 765 | -1,746 | -27.72% | Q1 2026 | May 05, 2026 |
| Brucke Financial, Inc. | History | Reduced | 4,544 | 694 | 0.35% | 0.44% | 766 | -1,327 | -22.6% | Q1 2026 | Apr 10, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 4,541 | 693 | 0.16% | 0.17% | 767 | -733 | -13.9% | Q1 2026 | Apr 29, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 4,528 | 692 | 0.08% | 0.01% | 768 | +3,903 | 624.48% | Q1 2026 | Apr 17, 2026 |
| Stablepoint Partners, LLC | History | Added to | 4,530 | 691 | 0.1% | 0.1% | 769 | +39 | 0.87% | Q1 2026 | Apr 30, 2026 |
| XPONANCE LLC | History | Added to | 4,507 | 688 | 0.0% | 0.0% | 770 | +961 | 27.1% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,504 | 687 | 0.01% | 0.01% | 771 | +275 | 6.5% | Q1 2026 | May 11, 2026 |
| Nilsine Partners, LLC | History | Reduced | 4,762 | 686 | 0.05% | 0.06% | 772 | -309 | -6.09% | Q1 2026 | Apr 29, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 4,467 | 682 | 0.02% | 0.02% | 773 | -76 | -1.67% | Q1 2026 | Apr 06, 2026 |
| BEDDOW CAPITAL MANAGEMENT INC | History | No change | 4,940 | 681 | 0.26% | 0.26% | 774 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 4,413 | 674 | 0.12% | 0.11% | 775 | +30 | 0.68% | Q1 2026 | Apr 29, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 4,407 | 673 | 0.28% | 0.14% | 776 | +1,565 | 55.07% | Q1 2026 | Apr 20, 2026 |
| Texas Yale Capital Corp. | History | Added to | 4,392 | 670 | 0.02% | 0.02% | 777 | +300 | 7.33% | Q1 2026 | May 04, 2026 |
| Mill Capital Management, LLC | History | No change | 4,388 | 670 | 0.05% | 0.04% | 778 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Reduced | 4,370 | 667 | 0.33% | 0.38% | 779 | -200 | -4.38% | Q1 2026 | May 08, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 4,362 | 666 | 0.05% | 0.04% | 780 | -66 | -1.49% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 4,557 | 665 | 0.01% | 0.02% | 781 | +195 | 4.47% | Q1 2026 | May 11, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 4,343 | 663 | 0.56% | 0.29% | 782 | +1,687 | 63.52% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,323 | 660 | 0.02% | 0.02% | 783 | -811 | -15.8% | Q1 2026 | Apr 21, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 4,320 | 659 | 0.08% | 0.08% | 785 | -110 | -2.48% | Q1 2026 | Apr 27, 2026 |
| First City Capital Management, Inc. | History | Added to | 4,321 | 659 | 0.35% | 0.31% | 784 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Advisor OS, LLC | History | New | 4,310 | 658 | 0.05% | — | 786 | +4,310 | New | Q1 2026 | May 07, 2026 |
| Klingman & Associates, LLC | History | Added to | 4,293 | 655 | 0.03% | 0.03% | 787 | +154 | 3.72% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 4,286 | 654 | 0.04% | 0.02% | 789 | +1,086 | 33.94% | Q1 2026 | May 06, 2026 |
| Cadence Bank | History | No change | 4,749 | 654 | 0.04% | 0.04% | 788 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WESBANCO BANK INC | History | Added to | 4,265 | 651 | 0.02% | 0.01% | 790 | +915 | 27.31% | Q1 2026 | Apr 21, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 4,264 | 651 | 0.09% | 0.08% | 791 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 4,232 | 646 | 0.07% | 0.07% | 792 | -300 | -6.62% | Q1 2026 | May 11, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 4,227 | 645 | 0.16% | 0.14% | 793 | +146 | 3.58% | Q1 2026 | Apr 10, 2026 |
| CX Institutional | History | Reduced | 4,203 | 642 | 0.02% | 0.02% | 794 | -609 | -12.66% | Q1 2026 | Apr 06, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 4,479 | 640 | 0.04% | 0.04% | 796 | -189 | -4.05% | Q1 2026 | May 12, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 4,194 | 640 | 0.12% | 0.11% | 795 | -150 | -3.45% | Q1 2026 | Apr 15, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 4,187 | 639 | 0.08% | 0.07% | 797 | +59 | 1.43% | Q1 2026 | May 07, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 4,170 | 636 | 0.19% | 0.14% | 798 | +792 | 23.45% | Q1 2026 | Apr 17, 2026 |
| FDx Advisors, Inc. | History | New | 4,156 | 635 | 0.2% | — | 800 | +4,156 | New | Q1 2026 | May 01, 2026 |
| Pinnacle West Asset Management, Inc. | History | Reduced | 4,155 | 635 | 0.43% | 0.38% | 799 | -115 | -2.69% | Q1 2026 | May 14, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 4,598 | 633 | 0.03% | 0.03% | 801 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 4,135 | 631 | 0.14% | 0.2% | 802 | -2,467 | -37.37% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,127 | 630 | 0.07% | 0.06% | 803 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,259 | 629 | 0.05% | 0.04% | 804 | +897 | 26.68% | Q1 2026 | May 01, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 4,114 | 628 | 0.01% | 0.01% | 805 | -775 | -15.85% | Q1 2026 | May 12, 2026 |
| Cromwell Holdings LLC | History | No change | 4,117 | 628 | 0.35% | 0.31% | 806 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PFG Investments, LLC | History | Reduced | 4,101 | 626 | 0.03% | 0.03% | 807 | -98 | -2.33% | Q1 2026 | Apr 27, 2026 |
| R Squared Ltd | History | Added to | 4,097 | 625 | 0.34% | 0.15% | 808 | +1,764 | 75.61% | Q1 2026 | Apr 29, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 4,094 | 625 | 0.45% | 0.41% | 809 | +33 | 0.81% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 4,089 | 624 | 0.01% | 0.01% | 810 | +438 | 12.0% | Q1 2026 | Apr 08, 2026 |
| Calamos Advisors LLC | History | New | 4,073 | 622 | 0.0% | — | 813 | +4,073 | New | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,070 | 622 | 0.02% | 0.02% | 812 | -993 | -19.61% | Q1 2026 | May 14, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 4,073 | 622 | 0.02% | 0.02% | 811 | -573 | -12.33% | Q1 2026 | May 04, 2026 |
| Cannell & Spears LLC | History | Reduced | 4,047 | 618 | 0.01% | 0.01% | 815 | -1,061 | -20.77% | Q1 2026 | May 15, 2026 |
| Violich Capital Management, Inc. | History | Reduced | 4,047 | 618 | 0.07% | 0.07% | 814 | -300 | -6.9% | Q1 2026 | Apr 08, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 4,051 | 618 | 0.21% | 0.19% | 816 | -137 | -3.27% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,042 | 617 | 0.03% | 0.01% | 817 | +2,003 | 98.23% | Q1 2026 | May 12, 2026 |
| S.A. Mason LLC | History | No change | 4,040 | 617 | 0.23% | 0.22% | 818 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 4,023 | 614 | 0.44% | 0.09% | 819 | +61 | 1.54% | Q1 2026 | Apr 14, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 4,018 | 613 | 0.27% | 0.32% | 820 | -1,134 | -22.01% | Q1 2026 | Apr 08, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 4,010 | 612 | 0.01% | 0.01% | 821 | +667 | 19.95% | Q1 2026 | Apr 10, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 3,981 | 608 | 0.01% | 0.01% | 822 | +165 | 4.32% | Q1 2026 | May 11, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,944 | 602 | 0.17% | 0.15% | 823 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aspen Wealth Management LLC | History | No change | 3,941 | 601 | 0.12% | 0.11% | 824 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Dakota Wealth Management | History | Reduced | 3,907 | 596 | 0.01% | 0.01% | 825 | -783 | -16.7% | Q1 2026 | May 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,902 | 595 | 0.0% | 0.0% | 826 | +313 | 8.72% | Q1 2026 | May 12, 2026 |
| Smith Salley Wealth Management | History | Added to | 3,892 | 594 | 0.03% | 0.02% | 827 | +500 | 14.74% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 3,892 | 594 | 0.08% | 0.07% | 828 | +215 | 5.85% | Q1 2026 | Apr 13, 2026 |
| Grove Bank & Trust | History | Added to | 3,883 | 593 | 0.07% | 0.05% | 829 | +759 | 24.3% | Q1 2026 | Apr 08, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 3,885 | 593 | 0.04% | 0.05% | 830 | -55 | -1.4% | Q1 2026 | May 18, 2026 |
| INVESTED ADVISORS | History | Reduced | 3,851 | 588 | 0.59% | 0.57% | 831 | -123 | -3.1% | Q1 2026 | Apr 29, 2026 |
| Optas, LLC | History | Added to | 3,849 | 587 | 0.09% | 0.08% | 832 | +10 | 0.26% | Q1 2026 | Apr 24, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 3,830 | 585 | 0.27% | 0.24% | 833 | -75 | -1.92% | Q1 2026 | May 18, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 3,820 | 583 | 0.21% | 0.18% | 834 | +93 | 2.5% | Q1 2026 | May 12, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 3,788 | 578 | 0.15% | 0.14% | 835 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hexagon Capital Partners LLC | History | New | 3,783 | 577 | 0.08% | — | 837 | +3,783 | New | Q1 2026 | May 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 3,782 | 577 | 0.07% | 0.07% | 836 | -241 | -5.99% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,775 | 576 | 0.01% | 0.01% | 840 | -361 | -8.73% | Q1 2026 | May 01, 2026 |
| ALTFEST L J & CO INC | History | Added to | 3,776 | 576 | 0.06% | 0.06% | 838 | +18 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 3,771 | 576 | 0.27% | 0.26% | 839 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SPWM Advisors LLC | History | Reduced | 3,869 | 573 | 0.5% | 0.66% | 841 | -1,206 | -23.76% | Q1 2026 | May 14, 2026 |
| Aspen Investment Management Inc | History | Reduced | 3,736 | 571 | 0.17% | 0.16% | 842 | -54 | -1.42% | Q1 2026 | Apr 15, 2026 |
| ClearAlpha Technologies LP | History | New | 3,735 | 570 | 1.17% | — | 844 | +3,735 | New | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 3,733 | 570 | 0.04% | 0.03% | 843 | +1,144 | 44.19% | Q1 2026 | Apr 27, 2026 |
| Roxbury Financial LLC | History | Added to | 3,726 | 569 | 0.51% | 0.46% | 845 | +9 | 0.24% | Q1 2026 | Apr 17, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 3,782 | 568 | 0.03% | 0.01% | 846 | +1,965 | 108.15% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Reduced | 3,714 | 567 | 0.01% | 0.01% | 847 | -667 | -15.22% | Q1 2026 | May 07, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 3,700 | 565 | 0.05% | 0.04% | 848 | -230 | -5.85% | Q1 2026 | May 07, 2026 |
| Southland Equity Partners LLC | History | Added to | 3,685 | 562 | 0.11% | 0.09% | 850 | +249 | 7.25% | Q1 2026 | Apr 14, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 3,685 | 562 | 0.24% | 0.21% | 849 | -52 | -1.39% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 3,679 | 561 | 0.01% | 0.01% | 851 | +708 | 23.83% | Q1 2026 | Apr 13, 2026 |
| Hamilton Wealth, LLC | History | New | 3,660 | 559 | 0.04% | — | 853 | +3,660 | New | Q1 2026 | May 18, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 3,664 | 559 | 0.01% | 0.01% | 852 | +198 | 5.71% | Q1 2026 | Apr 15, 2026 |
| Haven Private, LLC | History | Added to | 3,654 | 558 | 0.24% | 0.21% | 854 | +105 | 2.96% | Q1 2026 | May 05, 2026 |
| Cohen Investment Advisors LLC | History | Reduced | 3,635 | 555 | 0.26% | 0.23% | 856 | -19 | -0.52% | Q1 2026 | Apr 28, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 3,636 | 555 | 0.06% | 0.05% | 855 | +5 | 0.14% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,618 | 552 | 0.04% | 0.04% | 857 | +394 | 12.22% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 3,604 | 550 | 0.01% | 0.01% | 858 | -181 | -4.78% | Q1 2026 | May 14, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Added to | 3,600 | 549 | 0.12% | 0.09% | 859 | +131 | 3.78% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,591 | 548 | 0.05% | 0.03% | 860 | +1,346 | 59.96% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 3,592 | 548 | 0.01% | 0.01% | 861 | +1,329 | 58.73% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 3,581 | 546 | 0.04% | 0.04% | 862 | -131 | -3.53% | Q1 2026 | Apr 21, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 3,568 | 545 | 0.48% | 0.4% | 863 | -10,488 | -74.62% | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 3,557 | 543 | 0.06% | 0.02% | 864 | +1,989 | 126.85% | Q1 2026 | Apr 30, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 3,553 | 542 | 0.04% | 0.04% | 865 | -330 | -8.5% | Q1 2026 | Apr 10, 2026 |
| SYM FINANCIAL Corp | History | Added to | 3,534 | 539 | 0.05% | 0.04% | 866 | +544 | 18.19% | Q1 2026 | May 08, 2026 |
| Harbour Capital Advisors, LLC | History | New | 3,654 | 538 | 0.1% | — | 867 | +3,654 | New | Q1 2026 | Apr 29, 2026 |
| SG Americas Securities, LLC | History | New | 3,515 | 537 | 0.0% | — | 869 | +3,515 | New | Q1 2026 | Apr 16, 2026 |
| NWAM LLC | History | Added to | 3,519 | 537 | 0.03% | 0.03% | 868 | +294 | 9.12% | Q1 2026 | May 04, 2026 |
| New Republic Capital, LLC | History | Reduced | 3,496 | 534 | 0.18% | 0.21% | 872 | -2,133 | -37.89% | Q1 2026 | May 01, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 3,499 | 534 | 0.11% | 0.1% | 870 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Crew Capital Management, Ltd | History | No change | 3,499 | 534 | 0.35% | 0.3% | 871 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cherokee Insurance Co | History | No change | 3,500 | 534 | 0.2% | 0.2% | 873 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 3,492 | 533 | 0.03% | 0.01% | 874 | +1,430 | 69.35% | Q1 2026 | Apr 27, 2026 |
| Foster Group, Inc. | History | Added to | 3,487 | 532 | 0.02% | 0.01% | 875 | +191 | 5.79% | Q1 2026 | Apr 13, 2026 |
| Verity & Verity, LLC | History | Reduced | 3,478 | 531 | 0.04% | 0.04% | 876 | -300 | -7.94% | Q1 2026 | Apr 15, 2026 |
| Canopy Partners, LLC | History | No change | 3,479 | 531 | 0.18% | 0.16% | 877 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 3,458 | 528 | 0.09% | 0.08% | 879 | +87 | 2.58% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,462 | 528 | 0.01% | 0.01% | 878 | -38 | -1.09% | Q1 2026 | May 15, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 3,446 | 526 | 0.19% | — | 880 | +3,446 | New | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 3,441 | 525 | 0.04% | 0.05% | 881 | +690 | 25.08% | Q1 2026 | May 15, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 3,426 | 523 | 0.14% | 0.17% | 882 | -1,031 | -23.13% | Q1 2026 | Apr 27, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 3,420 | 522 | 0.08% | 0.09% | 883 | -906 | -20.94% | Q1 2026 | Apr 15, 2026 |
| Sachetta, LLC | History | Added to | 3,414 | 521 | 0.28% | 0.25% | 884 | +59 | 1.76% | Q1 2026 | May 01, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Added to | 3,405 | 520 | 0.18% | 0.11% | 885 | +1,004 | 41.82% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 3,410 | 520 | 0.04% | 0.04% | 886 | -26 | -0.76% | Q1 2026 | Apr 16, 2026 |
| Three Seasons Wealth, LLC | History | No change | 3,400 | 519 | 0.2% | 0.04% | 887 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 3,397 | 518 | 0.15% | 0.14% | 889 | -79 | -2.27% | Q1 2026 | Apr 16, 2026 |
| Round Hill Asset Management | History | No change | 3,392 | 518 | 0.34% | 0.29% | 888 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Expressive Wealth LLC | History | New | 3,479 | 516 | 0.49% | — | 891 | +3,479 | New | Q1 2026 | May 11, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 3,384 | 516 | 0.07% | 0.07% | 890 | -78 | -2.25% | Q1 2026 | Apr 14, 2026 |
| Latitude Advisors, LLC | History | Reduced | 3,370 | 514 | 0.24% | 0.21% | 892 | -128 | -3.66% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,361 | 513 | 0.03% | 0.02% | 893 | +11 | 0.33% | Q1 2026 | Apr 23, 2026 |
| Cetera Trust Company, N.A | History | Reduced | 3,352 | 512 | 0.29% | 0.25% | 895 | -100 | -2.9% | Q1 2026 | May 08, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 3,352 | 512 | 0.31% | 0.22% | 894 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 3,343 | 510 | 0.24% | 0.21% | 896 | -50 | -1.47% | Q1 2026 | Apr 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 3,342 | 510 | 0.32% | 0.31% | 898 | +21 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Michels Family Financial, LLC | History | No change | 3,342 | 510 | 0.37% | 0.34% | 897 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LaFleur & Godfrey LLC | History | No change | 3,337 | 509 | 0.06% | 0.06% | 899 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Axiom Investment Management LLC | History | New | 3,326 | 508 | 0.39% | — | 901 | +3,326 | New | Q1 2026 | May 26, 2026 |
| Hendershot Investments Inc. | History | No change | 3,331 | 508 | 0.07% | 0.06% | 900 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MCDANIEL TERRY & CO | History | Added to | 3,325 | 507 | 0.04% | 0.04% | 902 | +156 | 4.92% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 3,325 | 507 | 0.03% | 0.03% | 903 | +19 | 0.57% | Q1 2026 | Apr 09, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 3,309 | 505 | 0.02% | 0.03% | 904 | -1,641 | -33.15% | Q1 2026 | Apr 14, 2026 |
| Range Financial Group LLC | History | Reduced | 3,306 | 504 | 0.17% | 0.16% | 905 | -7 | -0.21% | Q1 2026 | Apr 30, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 3,279 | 500 | 0.04% | 0.03% | 906 | -15 | -0.46% | Q1 2026 | Apr 28, 2026 |
| LCM Capital Management Inc | History | Added to | 3,272 | 499 | 0.25% | 0.21% | 907 | +57 | 1.77% | Q1 2026 | Apr 21, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 3,248 | 496 | 0.05% | 0.05% | 909 | -314 | -8.82% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 3,250 | 496 | 0.15% | 0.13% | 908 | -43 | -1.31% | Q1 2026 | Apr 22, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 3,240 | 494 | 0.14% | 0.15% | 910 | -100 | -2.99% | Q1 2026 | Apr 09, 2026 |
| King Wealth Management Group | History | No change | 3,200 | 489 | 0.06% | 0.05% | 911 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stokes Family Office, LLC | History | Reduced | 3,198 | 488 | 0.05% | 0.06% | 913 | -1,607 | -33.44% | Q1 2026 | May 11, 2026 |
| SVB WEALTH LLC | History | Reduced | 3,196 | 488 | 0.03% | 0.03% | 912 | -214 | -6.28% | Q1 2026 | Apr 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 3,189 | 487 | 0.06% | 0.05% | 914 | +197 | 6.58% | Q1 2026 | Apr 15, 2026 |
| Traveka Wealth, LLC | History | Reduced | 3,185 | 486 | 0.19% | 0.18% | 915 | -83 | -2.54% | Q1 2026 | Apr 22, 2026 |
| CPWA, LLC | History | New | 3,337 | 484 | 0.58% | — | 916 | +3,337 | New | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,168 | 483 | 0.01% | 0.01% | 918 | -76 | -2.34% | Q1 2026 | Apr 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 3,167 | 483 | 0.07% | 0.06% | 917 | +46 | 1.47% | Q1 2026 | May 26, 2026 |
| Addison Advisors LLC | History | Reduced | 3,132 | 478 | 0.11% | 0.1% | 919 | -21 | -0.67% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 3,121 | 476 | 0.01% | 0.01% | 921 | -78 | -2.44% | Q1 2026 | Apr 17, 2026 |
| Broderick Brian C | History | No change | 3,121 | 476 | 0.09% | 0.08% | 920 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 3,114 | 475 | 0.1% | — | 923 | +3,114 | New | Q1 2026 | May 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 3,450 | 475 | 0.26% | 0.26% | 922 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,219 | 474 | 0.01% | 0.01% | 924 | +319 | 11.0% | Q1 2026 | May 04, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 3,107 | 474 | 0.08% | 0.08% | 925 | -165 | -5.04% | Q1 2026 | May 06, 2026 |
| Severin Investments, LLC | History | Reduced | 3,097 | 473 | 0.41% | 0.42% | 926 | -353 | -10.23% | Q1 2026 | Apr 24, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 3,100 | 473 | 0.24% | 0.23% | 927 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,102 | 473 | 0.28% | 0.25% | 928 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 3,094 | 472 | 0.28% | 0.34% | 930 | -1,137 | -26.87% | Q1 2026 | May 11, 2026 |
| OneAscent Family Office, LLC | History | Added to | 3,096 | 472 | 0.33% | 0.23% | 931 | +680 | 28.15% | Q1 2026 | Apr 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 3,094 | 472 | 0.03% | 0.03% | 929 | +14 | 0.45% | Q1 2026 | May 12, 2026 |
| FLC Capital Advisors | History | No change | 3,066 | 468 | 0.08% | 0.08% | 932 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beacon Bank & Trust | History | Added to | 3,059 | 467 | 0.1% | 0.07% | 933 | +385 | 14.4% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,050 | 465 | 0.03% | 0.03% | 935 | -176 | -5.46% | Q1 2026 | May 05, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 3,047 | 465 | 0.02% | 0.02% | 934 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 3,044 | 464 | 0.15% | 0.13% | 936 | -6 | -0.2% | Q1 2026 | Apr 21, 2026 |
| WOODSTOCK CORP | History | Reduced | 3,029 | 462 | 0.04% | 0.04% | 937 | -48 | -1.56% | Q1 2026 | Apr 08, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 3,027 | 462 | 0.19% | 0.17% | 938 | -1 | -0.03% | Q1 2026 | May 06, 2026 |
| Corient IA LLC | History | No change | 3,030 | 462 | 0.43% | 0.39% | 939 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sentry LLC | History | No change | 3,010 | 459 | 0.15% | 0.11% | 940 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 3,011 | 459 | 0.37% | 0.34% | 941 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 3,010 | 459 | 0.25% | 0.23% | 942 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 3,000 | 458 | 0.05% | 0.04% | 943 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 3,000 | 458 | 0.17% | 0.17% | 944 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 2,992 | 457 | 0.03% | 0.02% | 945 | +79 | 2.71% | Q1 2026 | Apr 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 2,988 | 456 | 0.01% | — | 949 | +2,988 | New | Q1 2026 | Apr 28, 2026 |
| Ethos Financial Group, LLC | History | Added to | 2,986 | 456 | 0.03% | 0.02% | 948 | +636 | 27.06% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 2,987 | 456 | 0.02% | 0.02% | 946 | +319 | 11.96% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,989 | 456 | 0.02% | 0.02% | 947 | +105 | 3.64% | Q1 2026 | May 19, 2026 |
| Platform Technology Partners | History | No change | 2,984 | 455 | 0.09% | 0.09% | 950 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 2,978 | 454 | 0.28% | — | 952 | +2,978 | New | Q1 2026 | Apr 14, 2026 |
| Pointe Capital Management LLC | History | Reduced | 2,977 | 454 | 0.22% | 0.21% | 951 | -161 | -5.13% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,960 | 452 | 0.03% | 0.03% | 953 | +193 | 6.98% | Q1 2026 | Apr 22, 2026 |
| Family Capital Management, Inc. | History | Added to | 2,945 | 449 | 0.2% | 0.1% | 954 | +1,255 | 74.26% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | Added to | 2,901 | 449 | 0.09% | 0.12% | 955 | +181 | 6.65% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | Added to | 2,933 | 448 | 0.04% | 0.03% | 956 | +155 | 5.58% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,910 | 444 | 0.03% | 0.04% | 957 | -1,449 | -33.24% | Q1 2026 | Apr 14, 2026 |
| SIH Partners, LLLP | History | Reduced | 2,903 | 443 | 0.01% | 0.07% | 959 | -23,676 | -89.08% | Q1 2026 | May 15, 2026 |
| Harvest Fund Management Co., Ltd | History | New | 2,900 | 443 | 0.02% | — | 960 | +2,900 | New | Q1 2026 | May 13, 2026 |
| Canal Capital Management, LLC | History | No change | 2,906 | 443 | 0.06% | 0.06% | 958 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Intellectus Partners, LLC | History | Reduced | 2,899 | 442 | 0.09% | 0.1% | 962 | -960 | -24.88% | Q1 2026 | Apr 10, 2026 |
| National Philanthropic Trust | History | Added to | 2,896 | 442 | 0.0% | 0.0% | 963 | +597 | 25.97% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 2,895 | 442 | 0.1% | 0.1% | 964 | -449 | -13.43% | Q1 2026 | May 12, 2026 |
| ASPIRIANT, LLC | History | Added to | 2,898 | 442 | 0.01% | 0.01% | 961 | +267 | 10.15% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Added to | 2,908 | 441 | 0.01% | 0.01% | 966 | +668 | 29.82% | Q1 2026 | Apr 20, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 2,892 | 441 | 0.07% | 0.07% | 965 | -27 | -0.92% | Q1 2026 | May 05, 2026 |
| Quantum Portfolio Management LLC | History | New | 2,877 | 439 | 0.19% | — | 967 | +2,877 | New | Q1 2026 | May 01, 2026 |
| WULFF, HANSEN & CO. | History | No change | 2,865 | 437 | 0.45% | 0.33% | 968 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Reduced | 2,860 | 436 | 0.0% | 0.0% | 969 | -4,646 | -61.9% | Q1 2026 | May 15, 2026 |
| Community Bank & Trust, Waco, Texas | History | No change | 2,851 | 435 | 0.09% | 0.08% | 970 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| one8zero8, LLC | History | No change | 2,852 | 435 | 0.1% | 0.09% | 971 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Inscription Capital, LLC | History | Added to | 2,835 | 433 | 0.05% | 0.03% | 972 | +544 | 23.75% | Q1 2026 | Apr 20, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 2,833 | 432 | 0.02% | 0.01% | 973 | +1,118 | 65.19% | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 2,828 | 431 | 0.03% | 0.03% | 974 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Integrated Advisors Network LLC | History | Added to | 2,820 | 430 | 0.02% | 0.01% | 975 | +782 | 38.37% | Q1 2026 | Apr 28, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 2,796 | 427 | 0.24% | 0.24% | 976 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| EWA, LLC | History | Added to | 2,786 | 425 | 0.1% | 0.09% | 978 | +80 | 2.96% | Q1 2026 | Apr 23, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 2,781 | 425 | 0.01% | 0.01% | 977 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,782 | 424 | 0.03% | 0.03% | 979 | -35 | -1.24% | Q1 2026 | Apr 10, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,779 | 424 | 0.1% | 0.09% | 980 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BSW Wealth Partners | History | Reduced | 2,772 | 423 | 0.05% | 0.05% | 981 | -371 | -11.8% | Q1 2026 | Apr 14, 2026 |
| Indivisible Partners | History | New | 2,755 | 420 | 0.04% | — | 982 | +2,755 | New | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | Added to | 2,748 | 419 | 0.03% | 0.03% | 983 | +1,250 | 83.44% | Q1 2026 | Apr 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 2,733 | 417 | 0.03% | 0.02% | 984 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Northstar Group, Inc. | History | No change | 2,729 | 416 | 0.06% | 0.05% | 985 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Keebeck Wealth Management | History | New | 2,718 | 415 | 0.05% | — | 987 | +2,718 | New | Q1 2026 | May 14, 2026 |
| Summit Global Investments | History | Added to | 2,716 | 415 | 0.02% | 0.02% | 986 | +33 | 1.23% | Q1 2026 | May 07, 2026 |
| PUREfi Wealth, LLC | History | New | 2,715 | 414 | 0.27% | — | 988 | +2,715 | New | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Reduced | 2,707 | 413 | 0.03% | 0.02% | 989 | -4 | -0.15% | Q1 2026 | May 08, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 2,700 | 412 | 0.03% | 0.03% | 990 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 2,695 | 411 | 0.2% | 0.18% | 991 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | New | 2,687 | 410 | 0.04% | — | 992 | +2,687 | New | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 2,683 | 409 | 0.0% | 0.0% | 993 | -72 | -2.61% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,675 | 408 | 0.02% | 0.02% | 996 | +286 | 11.97% | Q1 2026 | Apr 28, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 2,675 | 408 | 0.16% | 0.16% | 995 | -98 | -3.53% | Q1 2026 | Apr 21, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 2,677 | 408 | 0.11% | 0.1% | 994 | +30 | 1.13% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,628 | 407 | 0.02% | 0.02% | 997 | -112 | -4.09% | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | Added to | 2,659 | 406 | 0.07% | 0.07% | 998 | +67 | 2.58% | Q1 2026 | Apr 24, 2026 |
| Advisors Preferred, LLC | History | Added to | 2,645 | 404 | 0.06% | 0.01% | 999 | +2,075 | 364.04% | Q1 2026 | May 05, 2026 |
| Carter Financial Group, INC. | History | Reduced | 2,649 | 404 | 0.25% | 0.24% | 1000 | -237 | -8.21% | Q1 2026 | Apr 27, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 2,651 | 404 | 0.23% | 0.21% | 1001 | +16 | 0.61% | Q1 2026 | Apr 20, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 2,637 | 402 | 0.29% | 0.3% | 1003 | -612 | -18.84% | Q1 2026 | May 12, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 2,632 | 402 | 0.09% | 0.08% | 1002 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,630 | 401 | 0.01% | 0.01% | 1005 | -330 | -11.15% | Q1 2026 | Apr 14, 2026 |
| Eagle Strategies LLC | History | Added to | 2,630 | 401 | 0.05% | 0.05% | 1004 | +27 | 1.04% | Q1 2026 | Apr 20, 2026 |
| NORDEN GROUP LLC | History | Added to | 2,622 | 400 | 0.04% | 0.03% | 1007 | +474 | 22.07% | Q1 2026 | Apr 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 2,621 | 400 | 0.03% | 0.03% | 1006 | +4 | 0.15% | Q1 2026 | Apr 15, 2026 |
| Intrua Financial, LLC | History | Reduced | 2,614 | 399 | 0.04% | 0.04% | 1008 | -352 | -11.87% | Q1 2026 | Apr 23, 2026 |
| a16z Perennial Management, L.P. | History | No change | 2,618 | 399 | 0.03% | 0.03% | 1009 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,601 | 397 | 0.05% | 0.05% | 1010 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Added to | 2,594 | 396 | 0.19% | 0.16% | 1011 | +70 | 2.77% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 2,591 | 395 | 0.04% | 0.03% | 1012 | +31 | 1.21% | Q1 2026 | Apr 13, 2026 |
| JM2 Capital Inc. | History | Added to | 2,581 | 394 | 0.33% | 0.28% | 1013 | +34 | 1.33% | Q1 2026 | Apr 27, 2026 |
| Delaney Dennis R | History | New | 2,575 | 393 | 0.14% | — | 1016 | +2,575 | New | Q1 2026 | May 14, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 2,576 | 393 | 0.09% | 0.08% | 1014 | +3 | 0.12% | Q1 2026 | Apr 20, 2026 |
| CNB Bank | History | No change | 2,575 | 393 | 0.17% | 0.15% | 1015 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OneAscent Financial Services LLC | History | New | 2,570 | 392 | 0.02% | — | 1018 | +2,570 | New | Q1 2026 | Apr 21, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 2,569 | 392 | 0.03% | 0.03% | 1017 | -45 | -1.72% | Q1 2026 | May 07, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 2,564 | 391 | 0.04% | 0.04% | 1019 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,542 | 388 | 0.01% | 0.01% | 1020 | -1,730 | -40.5% | Q1 2026 | Apr 15, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 2,539 | 387 | 0.1% | 0.08% | 1022 | +410 | 19.26% | Q1 2026 | Apr 17, 2026 |
| JGP Wealth Management, LLC | History | Added to | 2,536 | 387 | 0.04% | 0.03% | 1021 | +106 | 4.36% | Q1 2026 | Apr 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 2,528 | 386 | 0.05% | 0.03% | 1023 | +764 | 43.31% | Q1 2026 | Apr 28, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 2,527 | 386 | 0.17% | 0.16% | 1024 | +66 | 2.68% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,526 | 385 | 0.07% | 0.05% | 1026 | +775 | 44.26% | Q1 2026 | May 11, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 2,525 | 385 | 0.07% | 0.07% | 1025 | -28 | -1.1% | Q1 2026 | May 12, 2026 |
| JACOBS & CO/CA | History | Reduced | 2,520 | 384 | 0.04% | 0.03% | 1027 | -80 | -3.08% | Q1 2026 | Apr 07, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 2,509 | 383 | 0.12% | 0.11% | 1029 | -156 | -5.85% | Q1 2026 | Apr 17, 2026 |
| Thomasville National Bank | History | No change | 2,780 | 383 | 0.02% | 0.02% | 1028 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 2,501 | 382 | 0.08% | 0.07% | 1031 | +20 | 0.81% | Q1 2026 | Apr 13, 2026 |
| Legacy Advisors, LLC | History | Reduced | 2,507 | 382 | 0.05% | 0.04% | 1030 | -17 | -0.67% | Q1 2026 | May 05, 2026 |
| Trek Financial, LLC | History | Added to | 2,496 | 381 | 0.02% | 0.02% | 1033 | +418 | 20.12% | Q1 2026 | May 13, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 2,500 | 381 | 0.03% | 0.02% | 1032 | -21 | -0.83% | Q1 2026 | Apr 22, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 3,400 | 380 | 0.18% | 0.17% | 1035 | +800 | 30.77% | Q1 2026 | Apr 22, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 2,488 | 380 | 0.07% | 0.05% | 1036 | +452 | 22.2% | Q1 2026 | May 06, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,490 | 380 | 0.02% | 0.02% | 1034 | -100 | -3.86% | Q1 2026 | Apr 16, 2026 |
| XXI WEALTH, LLC | History | New | 2,468 | 376 | 0.21% | — | 1038 | +2,468 | New | Q1 2026 | May 07, 2026 |
| Laraway Financial Advisors Inc | History | No change | 2,467 | 376 | 0.26% | 0.22% | 1037 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Busey Bank | History | Reduced | 2,452 | 374 | 0.01% | 0.01% | 1040 | -57 | -2.27% | Q1 2026 | Apr 28, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 2,463 | 374 | 0.03% | 0.02% | 1041 | +8 | 0.33% | Q1 2026 | Apr 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 2,450 | 374 | 0.04% | 0.04% | 1039 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Essex LLC | History | No change | 2,450 | 374 | 0.07% | 0.06% | 1042 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Knights of Columbus Asset Advisors LLC | History | New | 2,435 | 371 | 0.02% | — | 1044 | +2,435 | New | Q1 2026 | May 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 2,555 | 371 | 0.16% | 0.09% | 1043 | +1,085 | 73.81% | Q1 2026 | May 04, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 2,423 | 370 | 0.2% | 0.13% | 1045 | +685 | 39.41% | Q1 2026 | Apr 20, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 2,405 | 367 | 0.01% | 0.01% | 1046 | +265 | 12.38% | Q1 2026 | Apr 30, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 2,405 | 367 | 0.25% | 0.24% | 1047 | -20 | -0.82% | Q1 2026 | May 07, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 2,399 | 366 | 0.05% | 0.05% | 1048 | +45 | 1.91% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,391 | 365 | 0.01% | 0.03% | 1049 | -2,484 | -50.95% | Q1 2026 | May 12, 2026 |
| Avail Investment Partners, LLC | History | New | 2,374 | 363 | 0.39% | — | 1050 | +2,374 | New | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,370 | 362 | 0.02% | 0.01% | 1052 | +314 | 15.27% | Q1 2026 | Apr 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 2,376 | 362 | 0.02% | 0.02% | 1055 | +138 | 6.17% | Q1 2026 | May 14, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 2,376 | 362 | 0.05% | 0.05% | 1054 | -68 | -2.78% | Q1 2026 | Apr 20, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 2,372 | 362 | 0.11% | 0.09% | 1051 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Argyle Capital Management, LLC | History | No change | 2,375 | 362 | 0.12% | 0.11% | 1053 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 2,363 | 360 | 0.01% | 0.0% | 1056 | +465 | 24.5% | Q1 2026 | Apr 08, 2026 |
| Maia Wealth LLC | History | Reduced | 2,363 | 360 | 0.06% | 0.07% | 1057 | -154 | -6.12% | Q1 2026 | May 08, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 2,353 | 359 | 0.01% | 0.01% | 1058 | -3,037 | -56.35% | Q1 2026 | Apr 29, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 2,350 | 358 | 0.05% | 0.05% | 1059 | -725 | -23.58% | Q1 2026 | Apr 07, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 2,297 | 356 | 0.06% | 0.09% | 1060 | -1,228 | -34.84% | Q1 2026 | Apr 08, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 2,335 | 356 | 0.02% | 0.02% | 1061 | -120 | -4.89% | Q1 2026 | Apr 24, 2026 |
| Shoker Investment Counsel, Inc. | History | No change | 2,335 | 356 | 0.11% | 0.09% | 1062 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 2,326 | 355 | 0.12% | 0.11% | 1063 | -3 | -0.13% | Q1 2026 | Apr 09, 2026 |
| MEYER HANDELMAN CO | History | New | 2,320 | 354 | 0.01% | — | 1064 | +2,320 | New | Q1 2026 | Apr 20, 2026 |
| Value Investment Professionals, LLC | History | New | 2,319 | 354 | 0.32% | — | 1065 | +2,319 | New | Q1 2026 | Apr 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,315 | 353 | 0.02% | 0.02% | 1066 | +220 | 10.5% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 2,308 | 352 | 0.09% | 0.08% | 1068 | +111 | 5.05% | Q1 2026 | Apr 29, 2026 |
| Ancora Advisors LLC | History | Added to | 2,310 | 352 | 0.01% | 0.01% | 1067 | +49 | 2.17% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 2,310 | 352 | 0.03% | 0.03% | 1069 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RiverGlades Family Offices LLC | History | New | 2,300 | 351 | 0.21% | — | 1072 | +2,300 | New | Q1 2026 | May 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 2,300 | 351 | 0.06% | 0.05% | 1070 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VIAWEALTH, LLC | History | No change | 2,301 | 351 | 0.2% | 0.18% | 1071 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kendall Capital Management | History | No change | 2,295 | 350 | 0.07% | 0.07% | 1073 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Claro Advisors Inc. | History | Added to | 2,291 | 349 | 0.04% | 0.04% | 1075 | +196 | 9.36% | Q1 2026 | Apr 21, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 3,039 | 349 | 0.03% | 0.03% | 1074 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 2,283 | 348 | 0.12% | 0.09% | 1076 | +336 | 17.26% | Q1 2026 | Apr 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 2,284 | 348 | 0.02% | 0.02% | 1077 | +311 | 15.76% | Q1 2026 | May 07, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 2,272 | 347 | 0.08% | 0.07% | 1078 | +2 | 0.09% | Q1 2026 | Apr 17, 2026 |
| Financial Security Advisor, Inc. | History | No change | 2,264 | 345 | 0.06% | 0.06% | 1079 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keystone Financial Group | History | Added to | 2,280 | 344 | 0.02% | 0.02% | 1080 | +55 | 2.47% | Q1 2026 | May 13, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 2,255 | 344 | 0.05% | 0.05% | 1081 | +5 | 0.22% | Q1 2026 | May 06, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 2,250 | 343 | 0.01% | 0.01% | 1082 | -2,897 | -56.29% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Reduced | 2,250 | 343 | 0.03% | 0.03% | 1083 | -686 | -23.37% | Q1 2026 | Apr 22, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,250 | 343 | 0.01% | 0.01% | 1084 | -103 | -4.38% | Q1 2026 | May 15, 2026 |
| Vann Equity Management LLC | History | New | 2,231 | 340 | 0.24% | — | 1086 | +2,231 | New | Q1 2026 | May 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,230 | 340 | 0.08% | 0.08% | 1085 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 2,460 | 339 | 0.05% | 0.05% | 1087 | -90 | -3.53% | Q1 2026 | Apr 22, 2026 |
| PALLADIEM, LLC | History | Added to | 2,181 | 338 | 0.32% | 0.29% | 1088 | +11 | 0.51% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,185 | 337 | 0.02% | 0.01% | 1089 | +64 | 3.02% | Q1 2026 | May 12, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 2,211 | 337 | 0.04% | 0.04% | 1090 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 2,205 | 336 | 0.02% | — | 1094 | +2,205 | New | Q1 2026 | May 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 2,205 | 336 | 0.04% | 0.04% | 1091 | +23 | 1.05% | Q1 2026 | May 12, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 2,204 | 336 | 0.07% | 0.06% | 1092 | +2 | 0.09% | Q1 2026 | May 11, 2026 |
| Wealth Group, Ltd. | History | No change | 2,200 | 336 | 0.31% | 0.3% | 1093 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gerald Baker Financial Group LLC | History | New | 2,194 | 335 | 0.11% | — | 1097 | +2,194 | New | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 2,200 | 335 | 0.1% | 0.1% | 1095 | -50 | -2.22% | Q1 2026 | May 14, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 2,196 | 335 | 0.21% | 0.19% | 1096 | -37 | -1.66% | Q1 2026 | Apr 15, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 2,190 | 334 | 0.18% | 0.15% | 1098 | +172 | 8.52% | Q1 2026 | May 08, 2026 |
| Van Diest Capital, LLC | History | Added to | 2,181 | 333 | 0.26% | 0.4% | 1100 | +218 | 11.11% | Q1 2026 | May 15, 2026 |
| Paradigm Capital Management, LLC/NV | History | Reduced | 2,177 | 333 | 0.31% | 0.29% | 1099 | -65 | -2.9% | Q1 2026 | May 05, 2026 |
| Aspen Grove Capital, LLC | History | New | 2,167 | 331 | 0.06% | — | 1101 | +2,167 | New | Q1 2026 | May 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 2,151 | 331 | 0.03% | — | 1102 | +2,151 | New | Q1 2026 | Apr 29, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 2,129 | 325 | 0.24% | 0.22% | 1103 | -1 | -0.05% | Q1 2026 | Apr 24, 2026 |
| Prospect Financial Group LLC | History | No change | 2,134 | 325 | 0.3% | 0.27% | 1104 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 2,123 | 324 | 0.11% | 0.1% | 1105 | +137 | 6.9% | Q1 2026 | Apr 21, 2026 |
| Dorato Capital Management | History | No change | 2,104 | 324 | 0.24% | 0.23% | 1106 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SUMMITRY LLC | History | Added to | 2,118 | 323 | 0.01% | 0.01% | 1107 | +109 | 5.43% | Q1 2026 | May 22, 2026 |
| Armor Investment Advisors, LLC | History | No change | 2,119 | 323 | 0.12% | 0.11% | 1108 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 2,109 | 322 | 0.16% | 0.16% | 1109 | -214 | -9.21% | Q1 2026 | May 05, 2026 |
| GM Advisory Group, LLC | History | New | 2,102 | 321 | 0.01% | — | 1110 | +2,102 | New | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 2,099 | 320 | 0.05% | 0.05% | 1111 | -507 | -19.46% | Q1 2026 | Apr 15, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 2,100 | 320 | 0.05% | 0.05% | 1112 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2,091 | 319 | 0.03% | 0.03% | 1113 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 2,080 | 317 | 0.17% | 0.15% | 1114 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 2,058 | 314 | 0.06% | 0.06% | 1115 | +50 | 2.49% | Q1 2026 | Apr 20, 2026 |
| Elk River Wealth Management LLC | History | No change | 2,060 | 314 | 0.05% | 0.05% | 1116 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 2,050 | 313 | 0.29% | 0.24% | 1118 | -100 | -4.65% | Q1 2026 | Apr 21, 2026 |
| Livet Wealth, LLC | History | Reduced | 2,052 | 313 | 0.2% | 0.18% | 1120 | -23 | -1.11% | Q1 2026 | Apr 24, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 2,050 | 313 | 0.06% | 0.05% | 1117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | No change | 2,050 | 313 | 0.02% | 0.01% | 1119 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DILLON & ASSOCIATES INC | History | Reduced | 2,031 | 311 | 0.04% | 0.04% | 1121 | -171 | -7.77% | Q1 2026 | May 07, 2026 |
| Hudson Capital Management LLC | History | No change | 2,040 | 311 | 0.08% | 0.07% | 1122 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 2,030 | 310 | 0.03% | 0.03% | 1123 | +5 | 0.25% | Q1 2026 | May 04, 2026 |
| Wayfinding Financial, LLC | History | Added to | 2,025 | 309 | 0.13% | 0.11% | 1125 | +199 | 10.9% | Q1 2026 | May 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 2,028 | 309 | 0.04% | 0.03% | 1124 | -129 | -5.98% | Q1 2026 | May 01, 2026 |
| Stonebrook Private Inc. | History | New | 2,020 | 308 | 0.07% | — | 1127 | +2,020 | New | Q1 2026 | May 11, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 2,085 | 308 | 0.25% | 0.24% | 1126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First County Bank /CT/ | History | Added to | 2,014 | 307 | 0.16% | 0.11% | 1129 | +552 | 37.76% | Q1 2026 | Apr 03, 2026 |
| BIP Wealth, LLC | History | Reduced | 2,014 | 307 | 0.01% | 0.01% | 1128 | -166 | -7.61% | Q1 2026 | Apr 27, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,013 | 307 | 0.12% | 0.11% | 1130 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 2,000 | 305 | 0.05% | — | 1134 | +2,000 | New | Q1 2026 | Apr 09, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | New | 1,999 | 305 | 0.0% | — | 1133 | +1,999 | New | Q1 2026 | May 12, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 2,000 | 305 | 0.04% | 0.03% | 1131 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Peak Asset Management, LLC | History | No change | 2,000 | 305 | 0.05% | 0.05% | 1132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 1,988 | 303 | 0.13% | 0.12% | 1135 | -21 | -1.05% | Q1 2026 | Apr 21, 2026 |
| Pacifica Partners Inc. | History | No change | 1,984 | 303 | 0.1% | 0.12% | 1136 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Headlands Technologies LLC | History | New | 1,973 | 301 | 0.03% | — | 1139 | +1,973 | New | Q1 2026 | May 13, 2026 |
| Syverson Strege & Co | History | Added to | 1,973 | 301 | 0.07% | 0.06% | 1138 | +78 | 4.12% | Q1 2026 | May 04, 2026 |
| Farmers National Bank | History | No change | 2,186 | 301 | 0.07% | 0.07% | 1137 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 1,967 | 300 | 0.02% | 0.02% | 1140 | -231 | -10.51% | Q1 2026 | May 28, 2026 |
| August Group Capital Ltd | History | Added to | 1,970 | 300 | 0.35% | 0.29% | 1142 | +60 | 3.14% | Q1 2026 | May 14, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 1,970 | 300 | 0.2% | 0.18% | 1141 | +17 | 0.87% | Q1 2026 | May 08, 2026 |
| Hilltop National Bank | History | Added to | 1,960 | 299 | 0.07% | 0.01% | 1146 | +1,560 | 390.0% | Q1 2026 | Apr 02, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 1,962 | 299 | 0.11% | 0.12% | 1145 | -232 | -10.57% | Q1 2026 | Apr 23, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 1,962 | 299 | 0.07% | 0.06% | 1144 | +22 | 1.13% | Q1 2026 | Apr 23, 2026 |
| SPINNAKER TRUST | History | No change | 1,959 | 299 | 0.02% | 0.01% | 1143 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 1,957 | 298 | 0.09% | 0.07% | 1147 | +305 | 18.46% | Q1 2026 | May 08, 2026 |
| South Street Advisors LLC | History | No change | 1,934 | 295 | 0.04% | 0.04% | 1148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 2,143 | 295 | 1.01% | 1.01% | 1149 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 1,926 | 294 | 0.21% | 0.19% | 1150 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 1,931 | 294 | 0.09% | 0.09% | 1151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 1,924 | 293 | 0.01% | 0.01% | 1153 | -8 | -0.41% | Q1 2026 | May 01, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 1,985 | 293 | 0.1% | 0.11% | 1152 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 1,910 | 291 | 0.04% | 0.04% | 1154 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Community Bank, N.A. | History | No change | 1,906 | 291 | 0.03% | 0.03% | 1155 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,900 | 290 | 0.0% | 0.0% | 1156 | -410 | -17.75% | Q1 2026 | May 14, 2026 |
| Mattson Financial Services, LLC | History | New | 1,895 | 289 | 0.07% | — | 1157 | +1,895 | New | Q1 2026 | May 11, 2026 |
| Mirador Capital Partners LP | History | New | 1,874 | 286 | 0.04% | — | 1159 | +1,874 | New | Q1 2026 | Apr 08, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 1,875 | 286 | 0.05% | 0.06% | 1158 | -900 | -32.43% | Q1 2026 | May 11, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 1,870 | 285 | 0.02% | 0.02% | 1160 | -119 | -5.98% | Q1 2026 | May 05, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 1,863 | 284 | 0.13% | 0.1% | 1161 | -4 | -0.21% | Q1 2026 | May 08, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 1,861 | 284 | 0.23% | 0.24% | 1162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 1,849 | 282 | 0.06% | 0.06% | 1163 | +33 | 1.82% | Q1 2026 | Apr 28, 2026 |
| Capital Advantage, Inc. | History | No change | 1,846 | 281 | 0.04% | 0.03% | 1164 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 1,839 | 280 | 0.07% | 0.08% | 1165 | -350 | -15.99% | Q1 2026 | Apr 21, 2026 |
| Brown Financial Advisors | History | New | 1,828 | 279 | 0.11% | — | 1169 | +1,828 | New | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 1,828 | 279 | 0.01% | 0.01% | 1166 | -101 | -5.24% | Q1 2026 | Apr 16, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,829 | 279 | 0.02% | 0.01% | 1168 | +86 | 4.93% | Q1 2026 | Apr 30, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | No change | 1,828 | 279 | 0.1% | 0.09% | 1167 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 1,825 | 278 | 0.21% | 0.18% | 1170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Welch Financial Planning, LLC | History | No change | 1,825 | 278 | 0.2% | 0.18% | 1171 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | New | 1,871 | 277 | 0.01% | — | 1174 | +1,871 | New | Q1 2026 | May 14, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 1,819 | 277 | 0.04% | — | 1175 | +1,819 | New | Q1 2026 | May 14, 2026 |
| Lexington Hill Partners, LLC | History | New | 1,816 | 277 | 0.16% | — | 1176 | +1,816 | New | Q1 2026 | Apr 16, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 1,820 | 277 | 0.09% | 0.11% | 1173 | -982 | -35.05% | Q1 2026 | May 06, 2026 |
| Redwood Wealth Management Group, LLC | History | No change | 1,815 | 277 | 0.12% | 0.1% | 1172 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SteelPeak Wealth, LLC | History | New | 1,806 | 275 | 0.01% | — | 1180 | +1,806 | New | Q1 2026 | May 05, 2026 |
| Linscomb Wealth, Inc. | History | New | 1,804 | 275 | 0.01% | — | 1179 | +1,804 | New | Q1 2026 | May 11, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 1,802 | 275 | 0.06% | 0.06% | 1177 | -45 | -2.44% | Q1 2026 | Apr 27, 2026 |
| Fulcrum Equity Management | History | No change | 1,805 | 275 | 0.27% | 0.24% | 1178 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Bristlecone Value Partners, LLC | History | New | 1,794 | 274 | 0.24% | — | 1181 | +1,794 | New | Q1 2026 | May 08, 2026 |
| Triad Wealth Partners, LLC | History | New | 1,789 | 273 | 0.02% | — | 1183 | +1,789 | New | Q1 2026 | Apr 16, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 1,788 | 273 | 0.02% | 0.02% | 1182 | +45 | 2.58% | Q1 2026 | Apr 27, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 1,786 | 272 | 0.03% | 0.03% | 1185 | +33 | 1.88% | Q1 2026 | Apr 21, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,786 | 272 | 0.03% | 0.02% | 1184 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 1,769 | 270 | 0.14% | — | 1187 | +1,769 | New | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | No change | 1,774 | 270 | 0.08% | 0.07% | 1186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 1,759 | 268 | 0.04% | 0.04% | 1188 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Goepper Burkhardt LLC | History | No change | 1,750 | 267 | 0.09% | 0.08% | 1189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DAVIS R M INC | History | New | 1,747 | 266 | 0.0% | — | 1190 | +1,747 | New | Q1 2026 | May 13, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 1,737 | 265 | 0.02% | 0.02% | 1193 | -300 | -14.73% | Q1 2026 | May 05, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 1,736 | 265 | 0.13% | 0.11% | 1191 | -19 | -1.08% | Q1 2026 | Apr 20, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 1,735 | 265 | 0.06% | 0.06% | 1192 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stiles Financial Services Inc | History | Reduced | 1,729 | 264 | 0.08% | 0.09% | 1195 | -408 | -19.09% | Q1 2026 | Apr 30, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 1,730 | 264 | 0.03% | 0.02% | 1194 | -89 | -4.89% | Q1 2026 | Apr 09, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 1,718 | 262 | 0.01% | 0.01% | 1196 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 1,713 | 261 | 0.04% | — | 1200 | +1,713 | New | Q1 2026 | Apr 09, 2026 |
| Retirement Planning Group, LLC | History | Added to | 1,710 | 261 | 0.01% | 0.01% | 1197 | +42 | 2.52% | Q1 2026 | May 04, 2026 |
| Bravera Wealth | History | Reduced | 1,710 | 261 | 0.12% | 0.12% | 1199 | -24 | -1.38% | Q1 2026 | Apr 22, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,713 | 261 | 0.01% | 0.0% | 1198 | +18 | 1.06% | Q1 2026 | Apr 15, 2026 |
| S Harris Financial Group, LLC | History | New | 1,706 | 260 | 0.24% | — | 1204 | +1,706 | New | Q1 2026 | Apr 21, 2026 |
| Argent Advisors, Inc. | History | Reduced | 1,705 | 260 | 0.07% | 0.12% | 1202 | -1,353 | -44.24% | Q1 2026 | Apr 24, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1,705 | 260 | 0.02% | 0.02% | 1201 | -191 | -10.07% | Q1 2026 | Apr 28, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 1,681 | 260 | 0.21% | 0.2% | 1203 | -8 | -0.47% | Q1 2026 | Apr 08, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 1,700 | 259 | 0.1% | 0.09% | 1205 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,690 | 258 | 0.0% | 0.0% | 1208 | +227 | 15.52% | Q1 2026 | May 11, 2026 |
| UNION SAVINGS BANK | History | Reduced | 1,691 | 258 | 0.11% | 0.11% | 1209 | -215 | -11.28% | Q1 2026 | Apr 17, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1,692 | 258 | 0.03% | 0.03% | 1207 | -11 | -0.65% | Q1 2026 | Apr 23, 2026 |
| Ellsworth Advisors, LLC | History | No change | 1,695 | 258 | 0.05% | 0.05% | 1206 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 1,687 | 257 | 0.06% | 0.05% | 1210 | +109 | 6.91% | Q1 2026 | Apr 17, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 1,689 | 257 | 0.03% | 0.03% | 1211 | -57 | -3.26% | Q1 2026 | Apr 27, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 1,697 | 256 | 0.01% | 0.01% | 1212 | -358 | -17.42% | Q1 2026 | Apr 24, 2026 |
| Fairscale Capital, LLC | History | No change | 1,681 | 256 | 0.18% | 0.15% | 1213 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 1,674 | 255 | 0.03% | — | 1215 | +1,674 | New | Q1 2026 | Apr 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 1,670 | 255 | 0.03% | — | 1216 | +1,670 | New | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,672 | 255 | 0.03% | 0.03% | 1214 | -190 | -10.2% | Q1 2026 | May 12, 2026 |
| Nolet Wealth Management, LLC | History | New | 1,667 | 254 | 0.14% | — | 1218 | +1,667 | New | Q1 2026 | May 05, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 1,669 | 254 | 0.07% | 0.06% | 1217 | +32 | 1.95% | Q1 2026 | Apr 27, 2026 |
| Stirlingshire Investments, Inc. | History | New | 1,653 | 252 | 0.22% | — | 1219 | +1,653 | New | Q1 2026 | May 04, 2026 |
| COURIER CAPITAL LLC | History | No change | 1,648 | 251 | 0.01% | 0.01% | 1220 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,646 | 251 | 0.02% | 0.02% | 1221 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 1,637 | 250 | 0.0% | — | 1222 | +1,637 | New | Q1 2026 | Apr 27, 2026 |
| Cove Private Wealth, LLC | History | New | 1,626 | 248 | 0.06% | — | 1225 | +1,626 | New | Q1 2026 | May 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Reduced | 1,628 | 248 | 0.06% | 0.07% | 1223 | -600 | -26.93% | Q1 2026 | May 12, 2026 |
| Glenview Trust Co | History | Added to | 1,629 | 248 | 0.0% | 0.0% | 1224 | +75 | 4.83% | Q1 2026 | May 08, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 1,618 | 247 | 0.02% | 0.02% | 1226 | -178 | -9.91% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Added to | 1,613 | 246 | 0.01% | 0.01% | 1227 | +173 | 12.01% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 1,608 | 245 | 0.0% | 0.0% | 1228 | -2 | -0.12% | Q1 2026 | May 13, 2026 |
| Limestone Investment Advisors LP | History | New | 1,600 | 244 | 0.02% | — | 1231 | +1,600 | New | Q1 2026 | May 15, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 1,600 | 244 | 0.05% | 0.04% | 1229 | -16 | -0.99% | Q1 2026 | Apr 23, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 1,598 | 244 | 0.01% | 0.01% | 1230 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 1,596 | 243 | 0.01% | 0.07% | 1232 | -8,907 | -84.8% | Q1 2026 | May 14, 2026 |
| Tandem Investment Advisors, Inc. | History | New | 1,596 | 243 | 0.01% | — | 1236 | +1,596 | New | Q1 2026 | May 07, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 1,594 | 243 | 0.11% | 0.11% | 1235 | -128 | -7.43% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,597 | 243 | 0.01% | 0.01% | 1234 | +41 | 2.63% | Q1 2026 | Apr 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,591 | 243 | 0.03% | 0.03% | 1233 | +25 | 1.6% | Q1 2026 | Apr 24, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 1,587 | 242 | 0.02% | 0.02% | 1237 | -315 | -16.56% | Q1 2026 | Apr 27, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,605 | 242 | 0.1% | 0.1% | 1238 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Quotient Wealth Partners, LLC | History | New | 1,583 | 241 | 0.01% | — | 1240 | +1,583 | New | Q1 2026 | Apr 16, 2026 |
| Arlington Partners LLC | History | New | 1,579 | 241 | 0.48% | — | 1239 | +1,579 | New | Q1 2026 | Apr 09, 2026 |
| Granite Group Advisors, LLC | History | New | 1,580 | 238 | 0.14% | — | 1242 | +1,580 | New | Q1 2026 | Apr 14, 2026 |
| Argentarii, LLC | History | Added to | 1,561 | 238 | 0.08% | 0.07% | 1241 | +19 | 1.23% | Q1 2026 | May 12, 2026 |
| TOWNSQUARE CAPITAL LLC | History | New | 1,557 | 237 | 0.05% | — | 1244 | +1,557 | New | Q1 2026 | May 13, 2026 |
| Genus Capital Management Inc. | History | Reduced | 1,557 | 237 | 0.03% | 0.03% | 1243 | -595 | -27.65% | Q1 2026 | May 01, 2026 |
| Tevis Investment Management | History | New | 1,546 | 236 | 0.13% | — | 1246 | +1,546 | New | Q1 2026 | May 01, 2026 |
| JBGlobal.com LLC | History | No change | 1,550 | 236 | 0.23% | 0.27% | 1245 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fragasso Financial Advisors Inc | History | New | 1,540 | 235 | 0.01% | — | 1248 | +1,540 | New | Q1 2026 | Apr 07, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 1,540 | 235 | 0.11% | — | 1249 | +1,540 | New | Q1 2026 | Apr 15, 2026 |
| RVW Wealth, LLC | History | Reduced | 1,542 | 235 | 0.02% | 0.02% | 1247 | -606 | -28.21% | Q1 2026 | Apr 08, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 1,995 | 234 | 0.07% | 0.1% | 1251 | -1,955 | -49.49% | Q1 2026 | Apr 23, 2026 |
| BCS Wealth Management | History | Reduced | 1,533 | 234 | 0.05% | 0.04% | 1250 | -1,533 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 1,537 | 234 | 0.06% | 0.05% | 1252 | +60 | 4.06% | Q1 2026 | May 12, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 1,536 | 234 | 0.04% | 0.03% | 1253 | -1 | -0.07% | Q1 2026 | Apr 29, 2026 |
| Kelly Financial Services LLC | History | Added to | 1,529 | 233 | 0.06% | 0.05% | 1256 | +30 | 2.0% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,504 | 233 | 0.02% | 0.01% | 1254 | +16 | 1.08% | Q1 2026 | May 01, 2026 |
| Portfolio Design Labs, LLC | History | No change | 1,531 | 233 | 0.04% | 0.03% | 1255 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Claris Financial LLC | History | No change | 1,526 | 233 | 0.13% | 0.11% | 1257 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Epoch Investment Partners, Inc. | History | New | 1,525 | 232 | 0.0% | — | 1259 | +1,525 | New | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 1,523 | 232 | 0.01% | — | 1260 | +1,523 | New | Q1 2026 | May 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 1,525 | 232 | 0.04% | 0.04% | 1258 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,516 | 231 | 0.08% | — | 1261 | +1,516 | New | Q1 2026 | May 13, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 1,675 | 230 | 0.03% | 0.03% | 1262 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 1,500 | 229 | 0.01% | — | 1266 | +1,500 | New | Q1 2026 | May 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 1,500 | 229 | 0.04% | — | 1267 | +1,500 | New | Q1 2026 | May 01, 2026 |
| Avalon Trust Co | History | Added to | 1,500 | 229 | 0.02% | 0.01% | 1263 | +133 | 9.73% | Q1 2026 | May 06, 2026 |
| WealthSpring Partners, LLC | History | Added to | 1,505 | 229 | 0.21% | 0.21% | 1265 | +5 | 0.33% | Q1 2026 | Apr 20, 2026 |
| REBALANCE, LLC | History | No change | 1,500 | 229 | 0.01% | 0.01% | 1264 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Family Manage LLC | History | Reduced | 1,493 | 228 | 0.03% | 0.35% | 1270 | -18,845 | -92.66% | Q1 2026 | May 15, 2026 |
| Westmount Partners, LLC | History | New | 1,498 | 228 | 0.06% | — | 1271 | +1,498 | New | Q1 2026 | Apr 16, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 1,498 | 228 | 0.04% | 0.04% | 1268 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First National Bank of Hutchinson | History | No change | 1,498 | 228 | 0.15% | 0.12% | 1269 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 1,487 | 227 | 0.0% | 0.0% | 1272 | -448 | -23.15% | Q1 2026 | May 14, 2026 |
| Saratoga Research & Investment Management | History | No change | 1,490 | 227 | 0.01% | 0.01% | 1273 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 1,492 | 227 | 0.02% | 0.02% | 1274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Proficio Capital Partners LLC | History | New | 1,484 | 226 | 0.01% | — | 1277 | +1,484 | New | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 1,484 | 226 | 0.01% | 0.01% | 1275 | -317 | -17.6% | Q1 2026 | Apr 21, 2026 |
| MFA Wealth Services | History | Added to | 1,484 | 226 | 0.15% | 0.14% | 1276 | +28 | 1.92% | Q1 2026 | Apr 21, 2026 |
| Red Door Wealth Management, LLC | History | New | 1,478 | 225 | 0.02% | — | 1279 | +1,478 | New | Q1 2026 | Apr 22, 2026 |
| Hardy Reed LLC | History | New | 1,476 | 225 | 0.02% | — | 1278 | +1,476 | New | Q1 2026 | Apr 28, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 1,549 | 224 | 0.17% | — | 1280 | +1,549 | New | Q1 2026 | May 05, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | New | 1,471 | 224 | 0.05% | — | 1281 | +1,471 | New | Q1 2026 | Apr 15, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 1,464 | 223 | 0.15% | 0.08% | 1282 | -12 | -0.81% | Q1 2026 | May 06, 2026 |
| Chicago Capital, LLC | History | No change | 1,460 | 223 | 0.01% | 0.0% | 1283 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clarus Group, Inc. | History | No change | 1,461 | 223 | 0.08% | 0.07% | 1284 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integris Wealth Management, LLC | History | No change | 1,459 | 222 | 0.05% | 0.05% | 1285 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PFW Advisors LLC | History | No change | 1,457 | 222 | 0.07% | 0.06% | 1286 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TrueWealth Financial Partners | History | New | 1,452 | 221 | 0.09% | — | 1292 | +1,452 | New | Q1 2026 | May 20, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 1,450 | 221 | 0.01% | 0.02% | 1289 | -893 | -38.11% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,449 | 221 | 0.01% | 0.01% | 1288 | +23 | 1.61% | Q1 2026 | Apr 23, 2026 |
| CPC Advisors, LLC | History | Reduced | 1,450 | 221 | 0.04% | 0.02% | 1291 | -5 | -0.34% | Q1 2026 | Apr 16, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,450 | 221 | 0.03% | 0.03% | 1287 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,449 | 221 | 0.03% | 0.02% | 1290 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | New | 1,445 | 220 | 0.02% | — | 1293 | +1,445 | New | Q1 2026 | May 07, 2026 |
| Financial Planning Navigators CORP | History | New | 1,439 | 219 | 0.1% | — | 1295 | +1,439 | New | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Advisors | History | No change | 1,436 | 219 | 0.02% | 0.01% | 1294 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Piscataqua Savings Bank | History | No change | 1,429 | 218 | 0.15% | 0.14% | 1296 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 1,426 | 217 | 0.01% | 0.01% | 1297 | -688 | -32.54% | Q1 2026 | May 12, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 1,425 | 217 | 0.09% | 0.08% | 1298 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Reduced | 1,417 | 216 | 0.02% | 0.02% | 1299 | -111 | -7.26% | Q1 2026 | Apr 24, 2026 |
| PFG Advisors | History | Reduced | 1,415 | 216 | 0.01% | 0.01% | 1300 | -54 | -3.68% | Q1 2026 | May 05, 2026 |
| Hills Bank & Trust Co | History | No change | 1,412 | 215 | 0.01% | 0.01% | 1301 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | New | 1,405 | 214 | 0.02% | — | 1302 | +1,405 | New | Q1 2026 | May 07, 2026 |
| Meeder Advisory Services, Inc. | History | New | 1,405 | 214 | 0.01% | — | 1304 | +1,405 | New | Q1 2026 | May 07, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | New | 1,402 | 214 | 0.06% | — | 1303 | +1,402 | New | Q1 2026 | Apr 17, 2026 |
| BOWEN HANES & CO INC | History | Reduced | 1,400 | 213 | 0.01% | 0.01% | 1305 | -1,400 | -50.0% | Q1 2026 | May 14, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | New | 1,400 | 213 | 0.05% | — | 1307 | +1,400 | New | Q1 2026 | Apr 16, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | New | 1,395 | 213 | 0.01% | — | 1308 | +1,395 | New | Q1 2026 | May 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 1,395 | 213 | 0.02% | — | 1309 | +1,395 | New | Q1 2026 | May 06, 2026 |
| Adelphi Trust Co | History | Reduced | 1,400 | 213 | 0.17% | 0.17% | 1306 | -115 | -7.59% | Q1 2026 | Apr 01, 2026 |
| Royal Capital Wealth Management, LLC | History | New | 1,394 | 212 | 0.13% | — | 1312 | +1,394 | New | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | New | 1,390 | 212 | 0.02% | — | 1313 | +1,390 | New | Q1 2026 | Apr 27, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 1,389 | 212 | 0.08% | 0.12% | 1311 | -868 | -38.46% | Q1 2026 | May 14, 2026 |
| Leisure Capital Management | History | Reduced | 1,394 | 212 | 0.07% | 0.07% | 1310 | -211 | -13.15% | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 1,386 | 211 | 0.0% | 0.0% | 1314 | -1,809 | -56.62% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | New | 1,385 | 211 | 0.04% | — | 1315 | +1,385 | New | Q1 2026 | May 07, 2026 |
| O'ROURKE & COMPANY, Inc | History | New | 1,378 | 210 | 0.08% | — | 1317 | +1,378 | New | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | New | 1,375 | 210 | 0.02% | — | 1316 | +1,375 | New | Q1 2026 | Apr 07, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | New | 1,373 | 209 | 0.05% | — | 1318 | +1,373 | New | Q1 2026 | Apr 07, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | New | 1,371 | 209 | 0.15% | — | 1319 | +1,371 | New | Q1 2026 | Apr 22, 2026 |
| Moment Partners, LLC | History | New | 1,365 | 208 | 0.04% | — | 1321 | +1,365 | New | Q1 2026 | May 04, 2026 |
| TrustBank | History | No change | 1,362 | 208 | 0.08% | 0.08% | 1320 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LVW Advisors, LLC | History | New | 1,361 | 207 | 0.02% | — | 1323 | +1,361 | New | Q1 2026 | Apr 20, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | New | 1,360 | 207 | 0.03% | — | 1322 | +1,360 | New | Q1 2026 | May 05, 2026 |
| Charter Oak Capital Management, LLC | History | New | 1,360 | 207 | 0.02% | — | 1324 | +1,360 | New | Q1 2026 | Apr 24, 2026 |
| Retirement Planning Co of New England, Inc. | History | New | 1,356 | 207 | 0.08% | — | 1325 | +1,356 | New | Q1 2026 | May 08, 2026 |
| Willis Johnson & Associates, Inc. | History | New | 1,353 | 206 | 0.01% | — | 1327 | +1,353 | New | Q1 2026 | Apr 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,354 | 206 | 0.0% | 0.0% | 1326 | +54 | 4.15% | Q1 2026 | Apr 30, 2026 |
| American Trust Investment Advisors, LLC | History | New | 1,345 | 205 | 0.11% | — | 1329 | +1,345 | New | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,343 | 205 | 0.01% | 0.01% | 1328 | +35 | 2.68% | Q1 2026 | Apr 21, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 1,341 | 204 | 0.04% | — | 1332 | +1,341 | New | Q1 2026 | May 15, 2026 |
| Liberty Capital Management, Inc. | History | No change | 1,480 | 204 | 0.04% | 0.04% | 1330 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,342 | 204 | 0.04% | 0.04% | 1331 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bluebird Wealth Management LLC | History | New | 1,335 | 203 | 0.21% | — | 1337 | +1,335 | New | Q1 2026 | May 08, 2026 |
| Warren Street Wealth Advisors, LLC | History | New | 1,333 | 203 | 0.05% | — | 1334 | +1,333 | New | Q1 2026 | Apr 16, 2026 |
| KPP Advisory Services LLC | History | New | 1,331 | 203 | 0.03% | — | 1336 | +1,331 | New | Q1 2026 | Apr 24, 2026 |
| Urban Wealth Management, LLC | History | New | 1,329 | 203 | 0.21% | — | 1335 | +1,329 | New | Q1 2026 | Apr 21, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 1,334 | 203 | 0.0% | 0.0% | 1333 | -33 | -2.41% | Q1 2026 | May 12, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 1,327 | 202 | 0.13% | — | 1339 | +1,327 | New | Q1 2026 | Apr 20, 2026 |
| PlanVest Financial, Inc | History | New | 1,326 | 202 | 0.15% | — | 1340 | +1,326 | New | Q1 2026 | May 14, 2026 |
| PATRON PARTNERS, LLC | History | New | 1,325 | 202 | 0.09% | — | 1338 | +1,325 | New | Q1 2026 | Apr 29, 2026 |
| American Trust | History | New | 1,322 | 201 | 0.02% | — | 1342 | +1,322 | New | Q1 2026 | May 01, 2026 |
| Everhart Financial Group, Inc. | History | New | 1,321 | 201 | 0.02% | — | 1341 | +1,321 | New | Q1 2026 | Apr 09, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 1,312 | 200 | 0.02% | 0.02% | 1343 | -500 | -27.59% | Q1 2026 | Apr 28, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,305 | 199 | 0.04% | 0.03% | 1344 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,291 | 197 | 0.17% | 0.15% | 1345 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,267 | 193 | 0.07% | — | 1346 | +1,267 | New | Q1 2026 | Apr 28, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 1,259 | 192 | 0.05% | 0.04% | 1347 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,258 | 192 | 0.01% | 0.01% | 1348 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,243 | 189 | 0.05% | — | 1349 | +1,243 | New | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | Reduced | 1,200 | 183 | 0.01% | 0.02% | 1350 | -289 | -19.41% | Q1 2026 | May 08, 2026 |
| Tacita Capital Inc | History | No change | 1,200 | 183 | 0.11% | 0.1% | 1351 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,181 | 180 | 0.0% | 0.0% | 1352 | -54 | -4.37% | Q1 2026 | Apr 27, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,176 | 179 | 0.0% | — | 1353 | +1,176 | New | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 1,157 | 176 | 0.01% | 0.01% | 1354 | +328 | 39.57% | Q1 2026 | May 11, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,094 | 167 | 0.01% | 0.01% | 1355 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 1,088 | 166 | 0.09% | 0.01% | 1356 | +1,022 | 1548.48% | Q1 2026 | Apr 30, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 1,086 | 165 | 0.16% | 0.15% | 1357 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McMillan Office, Inc. | History | No change | 1,068 | 163 | 0.02% | 0.02% | 1358 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,067 | 162 | 0.0% | 0.0% | 1359 | +937 | 720.77% | Q1 2026 | May 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,001 | 152 | 0.02% | 0.02% | 1360 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 988 | 150 | 0.04% | 0.03% | 1361 | +1 | 0.1% | Q1 2026 | May 06, 2026 |
| High Note Wealth, LLC | History | No change | 974 | 148 | 0.03% | 0.03% | 1362 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Reduced | 942 | 143 | 0.02% | 0.02% | 1363 | -60 | -5.99% | Q1 2026 | May 13, 2026 |
| Citizens National Bank Trust Department | History | No change | 925 | 141 | 0.02% | 0.02% | 1364 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WPG Advisers, LLC | History | Added to | 903 | 137 | 0.1% | 0.04% | 1365 | +482 | 114.49% | Q1 2026 | Apr 29, 2026 |
| Smithfield Trust Co | History | Added to | 892 | 135 | 0.01% | 0.01% | 1366 | +29 | 3.36% | Q1 2026 | May 08, 2026 |
| Pandora Wealth, Inc. | History | No change | 977 | 134 | 0.08% | 0.08% | 1367 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 875 | 133 | 0.12% | 0.11% | 1369 | +20 | 2.34% | Q1 2026 | May 08, 2026 |
| CGC Financial Services, LLC | History | No change | 872 | 133 | 0.04% | 0.03% | 1368 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| City State Bank | History | No change | 856 | 130 | 0.03% | 0.03% | 1370 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 831 | 126 | 0.01% | 0.01% | 1371 | +271 | 48.39% | Q1 2026 | Apr 09, 2026 |
| Root Financial Partners, LLC | History | Reduced | 817 | 124 | 0.01% | 0.01% | 1373 | -99 | -10.81% | Q1 2026 | Apr 24, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 806 | 124 | 0.01% | 0.01% | 1372 | +56 | 7.47% | Q1 2026 | May 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 800 | 122 | 0.0% | 0.0% | 1374 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Twin Tree Management, LP | History | New | 787 | 120 | 0.0% | — | 1378 | +787 | New | Q1 2026 | May 14, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 787 | 120 | 0.05% | 0.04% | 1376 | -61 | -7.19% | Q1 2026 | May 01, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 790 | 120 | 0.02% | 0.02% | 1375 | +60 | 8.22% | Q1 2026 | May 06, 2026 |
| Crews Bank & Trust | History | No change | 786 | 120 | 0.02% | 0.02% | 1377 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Added to | 742 | 113 | 0.02% | 0.02% | 1379 | +66 | 9.76% | Q1 2026 | May 13, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 737 | 112 | 0.01% | 0.01% | 1380 | -2 | -0.27% | Q1 2026 | Apr 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 717 | 109 | 0.01% | 0.01% | 1381 | +7 | 0.99% | Q1 2026 | Apr 28, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 707 | 107 | 0.01% | 0.01% | 1382 | -3 | -0.42% | Q1 2026 | May 06, 2026 |
| FNY Investment Advisers, LLC | History | New | 704 | 106 | 0.05% | — | 1386 | +704 | New | Q1 2026 | Apr 15, 2026 |
| BFSG, LLC | History | Reduced | 700 | 106 | 0.01% | 0.01% | 1383 | -50 | -6.67% | Q1 2026 | Apr 28, 2026 |
| 10Elms LLP | History | No change | 700 | 106 | 0.07% | 0.09% | 1384 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 700 | 106 | 0.0% | 0.0% | 1385 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 700 | 105 | 0.09% | 0.08% | 1387 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WealthCollab, LLC | History | No change | 692 | 105 | 0.04% | 0.04% | 1388 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 679 | 103 | 0.01% | 0.01% | 1389 | -75 | -9.95% | Q1 2026 | Apr 08, 2026 |
| True Wealth Design, LLC | History | Added to | 662 | 101 | 0.03% | 0.02% | 1391 | +166 | 33.47% | Q1 2026 | Apr 13, 2026 |
| MTM Investment Management, LLC | History | Added to | 662 | 101 | 0.03% | 0.03% | 1390 | +5 | 0.76% | Q1 2026 | May 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 650 | 99 | 0.07% | 0.06% | 1392 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | Reduced | 647 | 98 | 0.0% | 0.01% | 1393 | -3,926 | -85.85% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 648 | 98 | 0.01% | — | 1394 | +648 | New | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 641 | 97 | 0.04% | 0.04% | 1395 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 626 | 95 | 0.01% | 0.02% | 1396 | -490 | -43.91% | Q1 2026 | May 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 600 | 91 | 0.01% | — | 1398 | +600 | New | Q1 2026 | Apr 30, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 599 | 91 | 0.04% | 0.03% | 1397 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 590 | 90 | 0.12% | 0.1% | 1399 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Added to | 583 | 89 | 0.0% | 0.0% | 1400 | +88 | 17.78% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 574 | 89 | 0.0% | 0.0% | 1401 | +45 | 8.51% | Q1 2026 | Apr 27, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 573 | 87 | 0.05% | — | 1402 | +573 | New | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 567 | 86 | 0.04% | 0.04% | 1403 | +11 | 1.98% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | New | 547 | 84 | 0.07% | — | 1406 | +547 | New | Q1 2026 | Apr 02, 2026 |
| Clearstead Trust, LLC | History | Reduced | 550 | 84 | 0.01% | 0.01% | 1405 | -146 | -20.98% | Q1 2026 | May 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 552 | 84 | 0.02% | 0.01% | 1404 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 548 | 83 | 0.01% | 0.01% | 1407 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Costello Asset Management, INC | History | Reduced | 538 | 82 | 0.03% | 0.03% | 1408 | -100 | -15.67% | Q1 2026 | Apr 30, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 533 | 81 | 0.0% | 0.0% | 1410 | -61 | -10.27% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | No change | 535 | 81 | 0.04% | 0.04% | 1409 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parvin Asset Management, LLC | History | No change | 525 | 80 | 0.06% | 0.06% | 1411 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 523 | 79 | 0.0% | 0.0% | 1412 | +2 | 0.38% | Q1 2026 | May 15, 2026 |
| Hickory Point Bank & Trust | History | New | 516 | 78 | 0.05% | — | 1414 | +516 | New | Q1 2026 | Apr 03, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 515 | 78 | 0.05% | 0.05% | 1413 | +11 | 2.18% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 503 | 76 | 0.0% | 0.0% | 1415 | +59 | 13.29% | Q1 2026 | Apr 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 584 | 76 | 0.02% | 0.02% | 1416 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First PREMIER Bank | History | No change | 500 | 76 | 0.02% | 0.02% | 1417 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Orion Capital Management LLC | History | No change | 500 | 76 | 0.03% | 0.02% | 1418 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centennial Bank/AR/ | History | No change | 500 | 76 | 0.03% | 0.03% | 1419 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 500 | 76 | 0.01% | 0.01% | 1420 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 484 | 74 | 0.01% | 0.01% | 1421 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Beacon Financial Strategies CORP | History | No change | 489 | 74 | 0.04% | 0.04% | 1422 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 482 | 73 | 0.01% | 0.0% | 1423 | +328 | 212.99% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 502 | 73 | 0.01% | 0.01% | 1424 | +181 | 56.39% | Q1 2026 | May 06, 2026 |
| LOM Asset Management Ltd | History | No change | 475 | 72 | 0.02% | 0.02% | 1425 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 462 | 71 | 0.05% | 0.05% | 1426 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 459 | 70 | 0.01% | 0.01% | 1427 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 459 | 70 | 0.02% | 0.02% | 1428 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Accent Capital Management, LLC | History | New | 454 | 69 | 0.03% | — | 1431 | +454 | New | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 453 | 69 | 0.0% | 0.0% | 1430 | +208 | 84.9% | Q1 2026 | May 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 450 | 69 | 0.01% | 0.0% | 1429 | +200 | 80.0% | Q1 2026 | May 15, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 600 | 68 | 0.0% | 0.0% | 1432 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 441 | 67 | 0.06% | 0.05% | 1433 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Heritage Wealth Advisors | History | Reduced | 436 | 66 | 0.0% | 0.01% | 1434 | -1,120 | -71.98% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Reduced | 423 | 64 | 0.0% | 0.0% | 1437 | -97 | -18.65% | Q1 2026 | Apr 21, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 470 | 64 | 0.0% | 0.0% | 1435 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | No change | 471 | 64 | 0.01% | 0.01% | 1436 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 418 | 63 | 0.04% | 0.01% | 1438 | +333 | 391.76% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 406 | 62 | 0.0% | — | 1439 | +406 | New | Q1 2026 | May 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 400 | 61 | 0.02% | 0.02% | 1440 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | No change | 392 | 59 | 0.0% | 0.0% | 1441 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 382 | 58 | 0.05% | 0.04% | 1442 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | Added to | 374 | 57 | 0.02% | 0.01% | 1444 | +54 | 16.88% | Q1 2026 | May 21, 2026 |
| McIlrath & Eck, LLC | History | No change | 375 | 57 | 0.0% | 0.0% | 1443 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Midway Capital Research & Management | History | New | 363 | 55 | 0.05% | — | 1446 | +363 | New | Q1 2026 | Apr 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 365 | 55 | 0.02% | 0.02% | 1445 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 352 | 53 | 0.02% | 0.02% | 1447 | -29 | -7.61% | Q1 2026 | Apr 10, 2026 |
| COUNTRY TRUST BANK | History | No change | 342 | 52 | 0.0% | 0.0% | 1448 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 338 | 51 | 0.03% | — | 1451 | +338 | New | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 334 | 51 | 0.01% | 0.01% | 1449 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 370 | 51 | 0.04% | 0.04% | 1450 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Asset Dedication, LLC | History | Reduced | 328 | 50 | 0.0% | 0.0% | 1452 | -100 | -23.36% | Q1 2026 | May 29, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 323 | 49 | 0.02% | 0.01% | 1454 | +58 | 21.89% | Q1 2026 | Apr 24, 2026 |
| Aventura Private Wealth, LLC | History | No change | 324 | 49 | 0.02% | 0.02% | 1453 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 318 | 48 | 0.0% | 0.0% | 1455 | -21 | -6.19% | Q1 2026 | May 08, 2026 |
| Wellington Grp LLC | History | Reduced | 309 | 47 | 0.01% | 0.03% | 1456 | -262 | -45.88% | Q1 2026 | May 22, 2026 |
| Global Assets Advisory, LLC | History | New | 295 | 45 | 0.01% | — | 1459 | +295 | New | Q1 2026 | May 01, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 296 | 45 | 0.03% | 0.02% | 1457 | +25 | 9.23% | Q1 2026 | May 13, 2026 |
| Solstein Capital, LLC | History | No change | 300 | 45 | 0.02% | 0.02% | 1458 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VSM Wealth Advisory, LLC | History | New | 292 | 44 | 0.01% | — | 1461 | +292 | New | Q1 2026 | May 05, 2026 |
| Legacy Bridge, LLC | History | No change | 292 | 44 | 0.02% | 0.02% | 1460 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | New | 284 | 43 | 0.01% | — | 1463 | +284 | New | Q1 2026 | May 12, 2026 |
| Arlington Trust Co LLC | History | Added to | 288 | 43 | 0.0% | 0.0% | 1462 | +109 | 60.89% | Q1 2026 | Apr 08, 2026 |
| ALERUS FINANCIAL NA | History | No change | 281 | 42 | 0.0% | 0.0% | 1464 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 281 | 42 | 0.0% | 0.0% | 1465 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 271 | 41 | 0.0% | 0.0% | 1466 | -55 | -16.87% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 263 | 40 | 0.01% | 0.0% | 1467 | +50 | 23.47% | Q1 2026 | Apr 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 263 | 40 | 0.01% | 0.01% | 1468 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 260 | 39 | 0.04% | 0.02% | 1470 | +121 | 87.05% | Q1 2026 | May 14, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 256 | 39 | 0.02% | 0.02% | 1471 | -21 | -7.58% | Q1 2026 | Apr 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 259 | 39 | 0.01% | 0.01% | 1469 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | No change | 255 | 38 | 0.01% | 0.01% | 1472 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Raiffeisen Bank International AG | History | No change | 255 | 37 | 0.0% | 0.0% | 1473 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 240 | 36 | 0.02% | 0.02% | 1476 | -182 | -43.13% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | No change | 233 | 36 | 0.01% | 0.0% | 1474 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| New Millennium Group LLC | History | No change | 267 | 36 | 0.02% | 0.02% | 1475 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| United Community Bank | History | Reduced | 230 | 35 | 0.01% | 0.07% | 1477 | -1,066 | -82.25% | Q1 2026 | Apr 24, 2026 |
| Bank of Jackson Hole Trust | History | No change | 231 | 35 | 0.02% | 0.01% | 1478 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BAYBAN | History | Added to | 229 | 34 | 0.03% | 0.02% | 1482 | +54 | 30.86% | Q1 2026 | Apr 24, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 228 | 34 | 0.02% | 0.02% | 1481 | -45 | -16.48% | Q1 2026 | May 13, 2026 |
| Pflug Koory, LLC | History | No change | 225 | 34 | 0.02% | 0.01% | 1479 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 250 | 34 | 0.02% | 0.02% | 1480 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 220 | 33 | 0.01% | 0.01% | 1483 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Nexus Investment Management ULC | History | No change | 220 | 33 | 0.0% | 0.0% | 1484 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CrossGen Wealth, LLC | History | Added to | 210 | 32 | 0.03% | 0.02% | 1486 | +4 | 1.94% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | No change | 210 | 32 | 0.0% | 0.0% | 1485 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 207 | 31 | 0.02% | 0.02% | 1490 | -35 | -14.46% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | No change | 206 | 31 | 0.0% | 0.0% | 1487 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 207 | 31 | 0.0% | 0.0% | 1488 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Red Tortoise LLC | History | No change | 207 | 31 | 0.01% | 0.01% | 1489 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Trask Adam Roland | History | New | 200 | 30 | 0.03% | — | 1492 | +200 | New | Q1 2026 | May 15, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 200 | 30 | 0.02% | 0.01% | 1491 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 193 | 29 | 0.01% | 0.01% | 1493 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 186 | 28 | 0.01% | 0.01% | 1494 | -20 | -9.71% | Q1 2026 | Apr 22, 2026 |
| Park Place Capital Corp | History | No change | 187 | 28 | 0.01% | 0.01% | 1495 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 181 | 27 | 0.0% | 0.0% | 1496 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 175 | 26 | 0.01% | 0.01% | 1497 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | Added to | 166 | 25 | 0.01% | 0.0% | 1499 | +80 | 93.02% | Q1 2026 | May 04, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 167 | 25 | 0.0% | 0.0% | 1498 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 158 | 24 | 0.01% | — | 1505 | +158 | New | Q1 2026 | May 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 163 | 24 | 0.0% | 0.0% | 1501 | +75 | 85.23% | Q1 2026 | Apr 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 163 | 24 | 0.01% | 0.01% | 1500 | -13 | -7.39% | Q1 2026 | Apr 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 162 | 24 | 0.0% | 0.0% | 1502 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 162 | 24 | 0.01% | 0.01% | 1503 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Copia Wealth Management | History | No change | 160 | 24 | 0.02% | 0.02% | 1504 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 156 | 23 | 0.01% | 0.09% | 1506 | -1,472 | -90.42% | Q1 2026 | Apr 28, 2026 |
| PROTECTIVE LIFE CORP | History | New | 153 | 23 | 0.08% | — | 1507 | +153 | New | Q1 2026 | May 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 145 | 22 | 0.02% | — | 1511 | +145 | New | Q1 2026 | May 05, 2026 |
| Towne Trust Company, N.A | History | No change | 149 | 22 | 0.01% | 0.01% | 1508 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Imprint Wealth LLC | History | No change | 150 | 22 | 0.1% | 0.09% | 1509 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 148 | 22 | 0.02% | 0.01% | 1510 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Canton Hathaway, LLC | History | New | 142 | 21 | 0.0% | — | 1512 | +142 | New | Q1 2026 | Apr 24, 2026 |
| CITY HOLDING CO | History | Reduced | 135 | 20 | 0.0% | 0.0% | 1513 | -17 | -11.18% | Q1 2026 | Apr 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 132 | 20 | 0.0% | 0.0% | 1514 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 128 | 19 | 0.01% | 0.01% | 1515 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 123 | 18 | 0.0% | 0.0% | 1519 | -8,318 | -98.54% | Q1 2026 | May 12, 2026 |
| Lavaca Capital LLC | History | No change | 119 | 18 | 0.0% | 0.0% | 1516 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacific Center for Financial Services | History | No change | 123 | 18 | 0.0% | 0.0% | 1517 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 123 | 18 | 0.0% | 0.0% | 1518 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| High Point Wealth Management, LLC | History | No change | 123 | 18 | 0.02% | 0.02% | 1520 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 114 | 17 | 0.01% | 0.0% | 1521 | +2 | 1.79% | Q1 2026 | May 01, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 116 | 17 | 0.0% | 0.0% | 1522 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Asset Planning,Inc | History | No change | 107 | 16 | 0.01% | 0.01% | 1523 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 100 | 15 | 0.0% | 0.0% | 1524 | -125 | -55.56% | Q1 2026 | Apr 17, 2026 |
| Mosley Wealth Management | History | New | 120 | 15 | 0.01% | — | 1533 | +120 | New | Q1 2026 | Apr 27, 2026 |
| Strengthening Families & Communities, LLC | History | New | 100 | 15 | 0.0% | — | 1532 | +100 | New | Q1 2026 | May 11, 2026 |
| Midwest Capital Advisors, LLC | History | New | 100 | 15 | 0.01% | — | 1534 | +100 | New | Q1 2026 | Apr 24, 2026 |
| TopTier Wealth Management, LLC | History | New | 100 | 15 | 0.01% | — | 1535 | +100 | New | Q1 2026 | May 05, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 100 | 15 | 0.01% | — | 1536 | +100 | New | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Reduced | 103 | 15 | 0.0% | 0.0% | 1528 | -14 | -11.97% | Q1 2026 | Apr 10, 2026 |
| Westend Capital Management, LLC | History | No change | 100 | 15 | 0.0% | 0.0% | 1525 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Horrell Capital Management, Inc. | History | No change | 100 | 15 | 0.01% | 0.01% | 1526 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| West Branch Capital LLC | History | No change | 100 | 15 | 0.0% | 0.0% | 1527 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 110 | 15 | 0.01% | 0.01% | 1529 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 104 | 15 | 0.01% | 0.01% | 1530 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 100 | 15 | 0.01% | 0.01% | 1531 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 92 | 14 | 0.0% | — | 1540 | +92 | New | Q1 2026 | Apr 13, 2026 |
| American Capital Advisory, LLC | History | Added to | 96 | 14 | 0.01% | 0.0% | 1539 | +70 | 269.23% | Q1 2026 | Apr 29, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 98 | 14 | 0.01% | 0.01% | 1537 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Access Investment Management LLC | History | No change | 93 | 14 | 0.0% | 0.0% | 1538 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 90 | 13 | 0.01% | — | 1545 | +90 | New | Q1 2026 | Apr 08, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 91 | 13 | 0.0% | 0.0% | 1542 | +57 | 167.65% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 86 | 13 | 0.0% | 0.0% | 1541 | -53 | -38.13% | Q1 2026 | Apr 30, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 91 | 13 | 0.0% | 0.0% | 1543 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 90 | 13 | 0.01% | 0.01% | 1544 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 80 | 12 | 0.0% | 0.0% | 1546 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 83 | 12 | 0.0% | 0.0% | 1547 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Nemes Rush Group LLC | History | No change | 80 | 12 | 0.0% | 0.0% | 1548 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 75 | 11 | 0.0% | 0.0% | 1549 | -300 | -80.0% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 74 | 11 | 0.0% | — | 1553 | +74 | New | Q1 2026 | May 05, 2026 |
| Ninety One UK Ltd | History | Added to | 76 | 11 | 0.0% | 0.0% | 1550 | +24 | 46.15% | Q1 2026 | Apr 24, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 78 | 11 | 0.0% | 0.0% | 1551 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 84 | 11 | 0.0% | 0.0% | 1552 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Operose Advisors LLC | History | New | 71 | 10 | 0.0% | — | 1557 | +71 | New | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Added to | 72 | 10 | 0.0% | 0.0% | 1554 | +56 | 350.0% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | Added to | 71 | 10 | 0.01% | 0.01% | 1556 | +9 | 14.52% | Q1 2026 | May 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 67 | 10 | 0.0% | 0.0% | 1555 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Burk Holdings LLC | History | New | 64 | 9 | 0.0% | — | 1561 | +64 | New | Q1 2026 | May 07, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 63 | 9 | 0.0% | 0.0% | 1558 | +28 | 80.0% | Q1 2026 | May 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 59 | 9 | 0.0% | 0.0% | 1559 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Boreal Capital Management LLC | History | No change | 65 | 9 | 0.01% | 0.01% | 1560 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 56 | 8 | 0.0% | — | 1569 | +56 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 56 | 8 | 0.0% | — | 1567 | +55 | 5500.0% | Q1 2026 | May 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 56 | 8 | 0.0% | 0.0% | 1562 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Team Financial Group, LLC | History | No change | 58 | 8 | 0.0% | 0.0% | 1563 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 60 | 8 | 0.0% | 0.0% | 1564 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 53 | 8 | 0.0% | 0.0% | 1565 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Stephens Consulting, LLC | History | No change | 61 | 8 | 0.0% | 0.0% | 1566 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 55 | 8 | 0.0% | 0.0% | 1568 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 47 | 7 | 0.0% | 0.01% | 1571 | -222 | -82.53% | Q1 2026 | May 01, 2026 |
| JDM Financial Group LLC | History | New | 51 | 7 | 0.0% | — | 1574 | +51 | New | Q1 2026 | May 20, 2026 |
| Basepoint Wealth LLC | History | Reduced | 49 | 7 | 0.0% | 0.01% | 1573 | -35 | -41.67% | Q1 2026 | May 07, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 50 | 7 | 0.0% | 0.0% | 1572 | +28 | 127.27% | Q1 2026 | May 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 50 | 7 | 0.0% | 0.0% | 1570 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 45 | 6 | 0.0% | 0.0% | 1580 | -126 | -73.68% | Q1 2026 | May 15, 2026 |
| Morse Asset Management, Inc | History | Reduced | 45 | 6 | 0.0% | 0.0% | 1575 | -4 | -8.16% | Q1 2026 | May 14, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 1576 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 1577 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ankerstar Wealth, LLC | History | No change | 44 | 6 | 0.01% | 0.01% | 1578 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 45 | 6 | 0.01% | 0.01% | 1579 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Main Street Group, LTD | History | New | 36 | 5 | 0.0% | — | 1587 | +36 | New | Q1 2026 | May 06, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 38 | 5 | 0.0% | 0.0% | 1585 | +30 | 375.0% | Q1 2026 | Apr 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 33 | 5 | 0.0% | 0.0% | 1581 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 1582 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 39 | 5 | 0.0% | 0.0% | 1583 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quent Capital, LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 1584 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hughes Financial Services, LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 1586 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MidFirst Bank | History | Reduced | 30 | 4 | 0.0% | — | 1591 | -260 | -89.66% | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | New | 31 | 4 | 0.0% | — | 1593 | +31 | New | Q1 2026 | May 19, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 30 | 4 | 0.0% | — | 1592 | +30 | New | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | New | 29 | 4 | 0.0% | — | 1594 | +29 | New | Q1 2026 | May 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 31 | 4 | 0.0% | 0.0% | 1588 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stone House Investment Management, LLC | History | No change | 27 | 4 | 0.0% | 0.0% | 1589 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | No change | 27 | 4 | 0.0% | 0.0% | 1590 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 24 | 3 | 0.02% | 0.08% | 1602 | -126 | -84.0% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | New | 24 | 3 | 0.0% | — | 1603 | +24 | New | Q1 2026 | Apr 28, 2026 |
| NVWM, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 22 | 3 | 0.0% | 0.0% | 1596 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kozak & Associates, Inc. | History | No change | 21 | 3 | 0.0% | 0.0% | 1597 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 1598 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 1599 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 25 | 3 | 0.0% | 0.0% | 1600 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Navigoe, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 1601 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Synergy Investment Management, LLC | History | New | 17 | 2 | 0.0% | — | 1611 | +17 | New | Q1 2026 | May 14, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 17 | 2 | 0.0% | — | 1612 | +17 | New | Q1 2026 | May 11, 2026 |
| True Link Financial Advisors, LLC | History | New | 16 | 2 | 0.0% | — | 1610 | +16 | New | Q1 2026 | Apr 29, 2026 |
| GoalVest Advisory LLC | History | New | 14 | 2 | 0.0% | — | 1609 | +14 | New | Q1 2026 | Apr 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 19 | 2 | 0.0% | 0.0% | 1604 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Marquette Asset Management, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 1605 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lummis Asset Management, LP | History | No change | 16 | 2 | 0.0% | 0.0% | 1606 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Granite FO LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 1607 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advocate Investing Services LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 1608 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Management Group, LLC | History | New | 10 | 1 | 0.0% | — | 1620 | +10 | New | Q1 2026 | Apr 23, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 9 | 1 | 0.0% | — | 1619 | +9 | New | Q1 2026 | Apr 20, 2026 |
| Winch Advisory Services, LLC | History | Added to | 12 | 1 | 0.0% | 0.0% | 1614 | +1 | 9.09% | Q1 2026 | Apr 30, 2026 |
| Kilter Group LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 1618 | -1 | -7.14% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 1613 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 7 | 1 | 0.0% | — | 1615 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Corsicana & Co. | History | No change | 16 | 1 | 0.0% | 0.0% | 1616 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gold Investment Management Ltd. | History | No change | 10 | 1 | 0.0% | 0.0% | 1617 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Defilade Capital Management, L.P. | History | Closed out | 0 | 0 | — | 6.78% | — | -362,816 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -254,991 | -100.0% | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 2.28% | — | -176,749 | -100.0% | Q1 2026 | May 04, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -114,346 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -90,973 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -75,540 | -100.0% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -63,416 | -100.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.1% | — | -29,138 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -25,365 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -19,100 | -100.0% | Q1 2026 | May 01, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,828 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -10,599 | -100.0% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,469 | -100.0% | Q1 2026 | May 13, 2026 |
| Diameter Capital Partners LP | History | Closed out | 0 | 0 | — | 0.13% | — | -10,400 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,556 | -100.0% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,064 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -8,064 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.23% | — | -6,791 | -100.0% | Q1 2026 | May 15, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.13% | — | -6,200 | -100.0% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,404 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,606 | -100.0% | Q1 2026 | May 07, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,386 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,602 | -100.0% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,601 | -100.0% | Q1 2026 | May 20, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -3,488 | -100.0% | Q1 2026 | May 04, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,424 | -100.0% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,114 | -100.0% | Q1 2026 | May 11, 2026 |
| Carr Financial Group Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -2,923 | -100.0% | Q1 2026 | May 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -2,918 | -100.0% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,573 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,414 | -100.0% | Q1 2026 | May 12, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,171 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Boston Trust Walden Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -2,096 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Connecticut Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,040 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,018 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,750 | -100.0% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,749 | -100.0% | Q1 2026 | May 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Closed out | 0 | 0 | — | 0.11% | — | -1,719 | -100.0% | Q1 2026 | May 08, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -1,717 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,642 | -100.0% | Q1 2026 | May 06, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.01% | — | -1,620 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Fin Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,605 | -100.0% | Q1 2026 | May 28, 2026 |
| Berman McAleer LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,581 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Fiduciary Alliance LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,559 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,530 | -100.0% | Q1 2026 | May 06, 2026 |
| Clarkston Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 14, 2026 |
| TCI Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,497 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MAIRS & POWER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,485 | -100.0% | Q1 2026 | May 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,485 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,475 | -100.0% | Q1 2026 | May 15, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,466 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -1,287 | -100.0% | Q1 2026 | May 01, 2026 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.0% | — | -1,086 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,015 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -974 | -100.0% | Q1 2026 | May 12, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -840 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Compagnie Lombard Odier SCmA | History | Closed out | 0 | 0 | — | 0.0% | — | -612 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -600 | -100.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -489 | -100.0% | Q1 2026 | May 04, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -473 | -100.0% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -350 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -250 | -100.0% | Q1 2026 | May 11, 2026 |
| TrinityBridge Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 12, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -171 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -142 | -100.0% | Q1 2026 | May 15, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -131 | -100.0% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q1 2026 | May 14, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -67 | -100.0% | Q1 2026 | May 14, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -66 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 01, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 07, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 15, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 11, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 12, 2026 |
| Financial Freedom, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |